iShares 1-5Y Inv GradeIGSBETF
13F holders, Q3 2024 (September 30)892holders +14
62new positions
50sold out
5famous investors
$52.66avg. 13F price*
At the end of Q3 2024, 892 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, up 14 from Q2 2024. 62 opened new positions and 50 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.2B), Northern Trust Corp. ($1.1B) and Japan Science & Technology Agency ($811.4M). 5 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $125.0M |
| Exits | 50 | $180.1M |
All 13F filers, Q2 2024 → Q3 2024: 20,683,556 shares bought and 15,911,510 shares sold, net +4,772,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 892 holders
| Charles Schwab Investment Management Inc. | 0.24% | Add +0.4% | 23,461,200 | $1.2B |
| Northern Trust Corp. | 0.19% | Add +3.5% | 21,462,572 | $1.1B |
| Japan Science & Technology Agency | 10.73% | No change | 15,409,088 | $811.4M |
| Matson Money. Inc. | 24.21% | Add +0.7% | 13,391,716 | $705.2M |
| BlackRock, Inc. | 0.01% | — | 13,183,200 | $694.2M |
| Ameriprise Financial Inc. | 0.17% | Add +6.3% | 12,176,284 | $641.6M |
| Johns Hopkins University | 19.46% | Add +8.0% | 9,861,945 | $519.3M |
| Goldman Sachs Group Inc. | 0.09% | Add +4.2% | 8,982,188 | $473.0M |
| Morgan Stanley | 0.03% | Reduce -2.0% | 8,562,034 | $450.9M |
| Barings LLC | 8.54% | Reduce -0.4% | 6,840,027 | $360.2M |
| Bank of America Corp. | 0.03% | Reduce -2.3% | 6,144,400 | $323.6M |
| Envestnet Asset Management Inc. | 0.09% | Add +29.2% | 5,076,765 | $267.3M |
| UBS Group AG | 0.06% | Add +10.2% | 4,228,581 | $222.7M |
| PNC Financial Services Group, Inc. | 0.14% | Add +9.0% | 4,164,775 | $219.3M |
| EP Wealth Advisors, LLC | 1.81% | Add +17.0% | 4,010,083 | $211.2M |
| Wells Fargo & Company | 0.05% | Add +3.0% | 3,810,164 | $200.6M |
| Pure Financial Advisors, LLC | 4.47% | Add +16.4% | 3,538,503 | $186.3M |
| Allstate Corp. | 16.70% | Reduce -18.2% | 3,333,306 | $175.5M |
| Stifel Financial Corp. | 0.18% | Reduce -2.3% | 3,289,677 | $173.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -20.6% | 2,944,530 | $155.1M |
| Commonwealth Equity Services, LLC | 0.23% | Add +2.6% | 2,844,818 | $149.8M |
| Royal Bank of Canada | 0.03% | Reduce -21.1% | 2,752,261 | $144.9M |
| Captrust Financial Advisors | 0.43% | Add +26.5% | 2,747,270 | $144.7M |
| Busey Bank | 4.08% | Add +1.1% | 2,376,751 | $125.2M |
| Truist Financial Corp. | 0.18% | Add +2.4% | 2,208,369 | $116.3M |
| Arch Capital Group LTD. | 29.56% | No change | 2,171,233 | $114.3M |
| D. E. Shaw & Co. | 0.16% | Add +2048.9% | 2,086,600 | $109.9M |
| Flputnam Investment Management Co. | 1.93% | Reduce -1.7% | 2,039,210 | $107.4M |
| FMR LLC | 0.01% | Reduce -17.5% | 1,979,691 | $104.3M |
| Haverford Trust Co | 0.99% | Add +2.5% | 1,932,071 | $101.7M |
| NorthCoast Asset Management LLC | 0.71% | Add +73.2% | 1,908,841 | $100.5M |
| Raymond James & Associates | 0.06% | Reduce -20.3% | 1,895,009 | $99.8M |
| LPL Financial LLC | 0.04% | Add +41.9% | 1,848,685 | $97.4M |
| HighTower Advisors, LLC | 0.12% | Add +3.0% | 1,516,004 | $79.8M |
| Sun Life Financial Inc. | 4.43% | No change | 1,509,000 | $79.5M |
| Assetmark, Inc. | 0.23% | Add +20.9% | 1,503,035 | $79.1M |
| Keybank National Association | 0.30% | Add +0.1% | 1,492,935 | $78.6M |
| Composition Wealth, LLC | 1.71% | Add +4416.8% | 1,403,810 | $73.9M |
| Quotient Wealth Partners, LLC | 2.41% | Add +2.0% | 1,390,332 | $73.2M |
| Destination Wealth Management | 2.23% | Add +3.6% | 1,364,310 | $71.8M |
| Williams Jones Wealth Management, LLC. | 0.82% | Add +13.4% | 1,323,593 | $69.7M |
| Members Trust Co | 2.21% | Reduce -29.9% | 1,293,258 | $68.1M |
| Fiduciary Trust Co | 0.94% | Reduce -16.9% | 1,279,815 | $67.4M |
| One Capital Management, LLC | 1.97% | Reduce -1.0% | 1,175,262 | $61.9M |
| Money Design Co.,Ltd. | 3.05% | Add +5.0% | 1,164,005 | $61.3M |
| Mariner, LLC | 0.11% | Reduce -5.5% | 1,160,083 | $61.1M |
| Point72 Asset Management | 0.21% | Add +1.8% | 1,145,000 | $60.3M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +3.7% | 1,117,844 | $58.9M |
| Clearwater Capital Advisors, LLC | 5.29% | Add +3.3% | 1,031,154 | $54.3M |
| US Bancorp \de | 0.07% | Add +4.7% | 968,774 | $51.0M |
| Pathstone Holdings, LLC | 0.22% | Add +4.3% | 939,101 | $49.4M |
| Klaas Financial Asset Advisors, LLC | 8.54% | Add +0.8% | 935,645 | $49.3M |
| Eastern Bank | 0.88% | Add +1.4% | 934,825 | $49.2M |
| O'shaughnessy Asset Management, LLC | 0.44% | Add +9.0% | 940,599 | $49.1M |
| MML Investors Services, LLC | 0.18% | Add +246.1% | 927,717 | $48.9M |
| Cetera Investment Advisers | 0.10% | Add +34.7% | 896,490 | $47.2M |
| Boston Financial Mangement LLC | 1.36% | Add +6.8% | 864,165 | $45.5M |
| Stockman Wealth Management, Inc. | 6.91% | Add +30.0% | 844,212 | $44.5M |
| Sumitomo Mitsui Financial Group, Inc. | 1.00% | Add +0.0% | 843,135 | $44.4M |
| Sei Investments Co. | 0.06% | New | 818,331 | $43.1M |
| Stephens Inc. | 0.60% | Reduce -1.3% | 800,496 | $42.2M |
| Arkansas Financial Group, Inc. | 6.87% | Reduce -3.3% | 796,457 | $41.9M |
| Renaissance Technologies | 0.06% | Reduce -27.3% | 767,677 | $40.4M |
| Arax Advisory Partners | 3.50% | Reduce -2.6% | 745,080 | $39.2M |
| Parkside Investments, LLC | 5.90% | Add +6.8% | 742,645 | $39.1M |
| Bangor Savings Bank | 3.56% | Reduce -5.1% | 719,414 | $37.9M |
| Janney Montgomery Scott LLC | 0.10% | Add +2.8% | 697,273 | $36.7M |
| United Capital Financial Advisors, LLC | 0.30% | Add +6.8% | 688,774 | $36.3M |
| Zurich Insurance Group Ltd | 0.30% | No change | 679,581 | $35.8M |
| American Family Investments, Inc. | 2.49% | No change | 670,543 | $35.3M |
| Cutler Investment Counsel LLC | 4.44% | Add +6.1% | 668,812 | $35.2M |
| Meeder Advisory Services, Inc. | 2.27% | Add +5.4% | 664,654 | $35.0M |
| Greenwood Gearhart LLC | 2.85% | Add +2.7% | 650,428 | $34.3M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -10.1% | 647,353 | $34.1M |
| Bank of New York Mellon Corp | 0.01% | Add +0.6% | 638,712 | $33.6M |
| NewSquare Capital LLC | 2.66% | Add +7.6% | 635,004 | $33.4M |
| PDS Planning, Inc | 2.95% | Add +9.5% | 624,544 | $32.9M |
| DT Investment Partners, LLC | 2.64% | Add +3.8% | 618,543 | $32.6M |
| Boyd Watterson Asset Management LLC | 8.70% | Add +0.2% | 596,664 | $31.4M |
| Ritholtz Wealth Management | 0.94% | Add +6.0% | 593,669 | $31.3M |
| Maryland Capital Advisors Inc. | 15.08% | Add +34.0% | 589,731 | $31.1M |
| Bartlett & Co. Wealth Management LLC | 0.44% | Add +6.5% | 586,165 | $30.9M |
| OneDigital Investment Advisors LLC | 0.33% | Add +53.1% | 541,864 | $28.5M |
| 1832 Asset Management L.P. | 0.05% | Reduce -0.1% | 541,612 | $28.5M |
| Osaic Holdings, Inc. | 0.06% | Add +3.1% | 541,012 | $28.5M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +133.0% | 528,398 | $27.8M |
| Prudential Financial Inc. | 0.04% | Add +0.8% | 527,807 | $27.8M |
| Bank of Montreal | 0.01% | Reduce -24.6% | 501,104 | $26.4M |
| Atwood & Palmer Inc. | 1.78% | Add +2.3% | 497,282 | $26.2M |
| Benjamin Edwards Inc. | 0.38% | Add +1160.0% | 493,307 | $26.0M |
| Lutz Financial Services LLC | 2.03% | Reduce -1.1% | 475,821 | $25.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +99.2% | 456,434 | $24.0M |
| RiverFront Investment Group, LLC | 0.54% | Add +15.3% | 439,640 | $23.2M |
| Chicago Partners Investment Group LLC | 0.81% | Add +2.2% | 434,950 | $22.6M |
| Nelson Capital Management, LLC | 3.80% | Add +6.7% | 428,264 | $22.6M |
| Procyon Advisors, LLC | 1.50% | Add +1.3% | 413,453 | $21.8M |
| Dakota Wealth Management | 0.49% | Add +27.2% | 410,685 | $21.6M |
| Fiduciary Group, LLC | 2.17% | Reduce -5.2% | 406,562 | $21.4M |
| TD Private Client Wealth LLC | 0.61% | Add +24.9% | 401,020 | $21.1M |
| Bray Capital Advisors | 5.11% | Reduce -2.9% | 396,475 | $20.9M |
| Bar Harbor Wealth Management | 1.32% | Add +0.9% | 390,460 | $20.6M |
| Courage Miller Partners, LLC | 6.85% | Add +7.9% | 386,894 | $20.4M |
| Family Manage LLC | 3.39% | Reduce -12.4% | 386,067 | $20.3M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -0.9% | 379,409 | $19.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -5.6% | 378,483 | $19.9M |
| Alley Investment Management Company, LLC | 2.52% | Add +4.3% | 377,131 | $19.9M |
| Astoria Strategic Wealth, Inc. | 5.75% | Reduce -0.9% | 372,631 | $19.6M |
| Stephens Group Asset Management, LLC | 1.64% | Reduce -30.1% | 372,370 | $19.6M |
| Amtrust Financial Services, Inc. | 9.35% | No change | 367,800 | $19.4M |
| Presilium Private Wealth, LLC | 4.36% | Add +6.4% | 359,534 | $18.9M |
| Mfa Wealth Advisors, LLC | 4.12% | Reduce -1.4% | 357,563 | $18.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -33.5% | 357,123 | $18.8M |
| Leavell Investment Management, Inc. | 0.92% | Add +18.2% | 351,511 | $18.5M |
| Gradient Investments LLC | 0.38% | Add +19327.5% | 342,895 | $18.1M |
| Anchor Capital Advisors LLC | 0.47% | Reduce -1.2% | 338,311 | $17.8M |
| Summit Wealth Partners, LLC | 3.27% | Reduce -1.2% | 322,373 | $17.0M |
| Baird Financial Group, Inc. | 0.03% | Add +6.0% | 321,661 | $16.9M |
| Monograph Wealth Advisors, LLC | 2.20% | Add +106.0% | 321,440 | $16.9M |
| Creative Planning | 0.02% | Reduce -4.1% | 315,828 | $16.6M |
| Principal Financial Group Inc. | 0.01% | Add +37.0% | 315,000 | $16.6M |
| Cerity Partners LLC | 0.04% | Add +43.5% | 305,535 | $16.1M |
| First Citizens Bank & Trust Co. | 0.35% | New | 304,681 | $16.0M |
| Schaeffer Financial LLC | 16.18% | Add +1.9% | 302,369 | $15.9M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 300,000 | $15.8M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +0.4% | 299,274 | $15.8M |
| Jacobson & Schmitt Advisors, LLC | 3.22% | Add +4.6% | 297,809 | $15.7M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | No change | 295,500 | $15.6M |
| Guggenheim Capital LLC | 0.11% | Add +4.4% | 290,464 | $15.3M |
| Blue Fin Capital, Inc. | 2.87% | Add +14.0% | 286,548 | $15.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | No change | 278,770 | $14.7M |
| TCTC Holdings, LLC | 0.49% | Reduce -0.8% | 273,760 | $14.4M |
| Compton Financial Group, LLC | 4.35% | New | 273,666 | $14.4M |
| Kwmg, LLC | 1.43% | Add +3.5% | 269,135 | $14.2M |
| AE Wealth Management LLC | 0.13% | Reduce -4.0% | 266,467 | $14.0M |
| Goelzer Investment Management, Inc. | 0.77% | Add +0.7% | 266,229 | $14.0M |
| Smithfield Trust Co | 0.69% | Reduce -2.8% | 265,848 | $14.0M |
| Charter Oak Capital Management, LLC | 1.30% | Add +4.3% | 265,070 | $14.0M |
| DDFG, Inc | 3.92% | Reduce -42.8% | 260,672 | $13.7M |
| NBT Bank, N.A. | 0.92% | Reduce -5.7% | 260,561 | $13.7M |
| Better Money Decisions, LLC | 9.67% | Add +2.5% | 258,917 | $13.6M |
| Marshall Wace, LLP | 0.02% | Add +17.3% | 258,000 | $13.6M |
| Raymond James Trust N.A. | 0.29% | Add +10.7% | 252,294 | $13.3M |
| Dai-ichi Life Holdings, Inc. | 15.56% | Add +4.4% | 252,200 | $13.3M |
| Fortis Capital Management LLC | 2.64% | Add +2.0% | 249,177 | $13.1M |
| BlueSky Wealth Advisors, LLC | 2.00% | Reduce -0.9% | 244,753 | $12.9M |
| Strategic Investment Advisors / MI | 1.41% | Add +23.0% | 244,655 | $12.9M |
| Discipline Wealth Solutions, LLC | 6.67% | Add +10.7% | 240,103 | $12.6M |
| IFP Advisors, Inc | 0.45% | Add +11.9% | 237,501 | $12.5M |
| Confluence Investment Management LLC | 0.16% | Reduce -35.3% | 228,897 | $12.1M |
| D L Carlson Investment Group Inc. | 2.18% | Reduce -23.1% | 228,803 | $12.0M |
| Larson Financial Group LLC | 0.68% | Reduce -3.6% | 228,586 | $12.0M |
| Avior Wealth Management, LLC | 0.46% | Reduce -5.8% | 221,150 | $11.6M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +1.7% | 220,629 | $11.6M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +1.7% | 220,629 | $11.6M |
| SWP Financial LLC | 7.08% | Add +61.9% | 220,242 | $11.6M |
| Prime Capital Investment Advisors, LLC | 0.16% | Add +21.2% | 218,891 | $11.5M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -0.6% | 217,416 | $11.4M |
| Alesco Advisors, LLC, An ESL Co | 0.35% | Add +287.9% | 216,074 | $11.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +15.7% | 213,849 | $11.3M |
| Prosperity Planning, Inc. | 5.01% | Add +3.8% | 213,779 | $11.3M |
| James Investment Research, Inc. | 1.29% | Reduce -3.0% | 212,952 | $11.2M |
| Pinnacle Financial Partners Inc | 0.22% | Reduce -2.5% | 211,291 | $11.1M |
| Franklin Resources Inc. | 0.00% | Add +16.6% | 212,583 | $11.1M |
| Betterment LLC | 0.03% | Add +170.4% | 209,729 | $11.0M |
| Citigroup Inc. | 0.01% | Reduce -0.7% | 209,139 | $11.0M |
| Woodmont Investment Counsel LLC | 0.82% | Reduce -0.4% | 206,006 | $10.8M |
| Focus Partners Wealth | 0.03% | Reduce -79.4% | 205,590 | $10.8M |
| Mendota Financial Group, LLC | 5.13% | Add +13.1% | 203,919 | $10.7M |
| Scotia Capital Inc. | 0.06% | Add +44.0% | 200,987 | $10.6M |
| CIBC Private Wealth Group LLC | 0.02% | Add +3.4% | 200,483 | $10.6M |
| Summit Financial, LLC | 0.41% | Add +32.9% | 198,769 | $10.5M |
| Waverly Advisors, LLC | 0.19% | Add +0.3% | 197,866 | $10.4M |
| Powers Advisory Group, LLC | 5.18% | Add +2.1% | 197,107 | $10.4M |
| Patriot Investment Management Group, Inc. | 0.76% | Add +2.9% | 195,257 | $10.3M |
| Galvin, Gaustad & Stein, LLC | 0.92% | Add +0.6% | 193,468 | $10.2M |
| Crestwood Advisors Group, LLC | 0.19% | Reduce -0.5% | 188,475 | $9.9M |
| Meritage Portfolio Management | 0.61% | Reduce -1.5% | 188,001 | $9.9M |
| Cwm, LLC | 0.04% | Add +11.4% | 177,751 | $9.4M |
| Bernardo Wealth Planning LLC | 2.26% | Add +9.9% | 178,290 | $9.3M |
| Oppenheimer & Co. Inc. | 0.14% | Reduce -6.7% | 175,017 | $9.2M |
| Caldwell Trust Co | 0.96% | Add +1.3% | 173,360 | $9.1M |
| Hilton Capital Management, LLC | 0.71% | Add +4.2% | 173,323 | $9.1M |
| Proffitt & Goodson Inc. | 1.49% | Reduce -0.5% | 172,222 | $9.1M |
| ABLE Financial Group, LLC | 2.80% | Add +32.8% | 172,082 | $9.1M |
| Ballentine Capital Advisors, Inc | 4.53% | Add +0.1% | 171,392 | $9.0M |
| TD Waterhouse Canada Inc. | 0.07% | Add +8.4% | 171,140 | $9.0M |
| Fifth Third Bancorp | 0.03% | Reduce -2.1% | 164,814 | $8.7M |
| Strategic Advocates LLC | 3.09% | Add +61.5% | 163,926 | $8.6M |
| HSBC Holdings PLC | 0.01% | Reduce -51.0% | 161,933 | $8.5M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -0.6% | 161,043 | $8.5M |
| TD Asset Management Inc | 0.01% | Reduce -16.3% | 160,121 | $8.4M |
| Smith Salley Wealth Management | 0.55% | New | 159,777 | $8.4M |
| Davis R M Inc. | 0.16% | Reduce -6.6% | 159,665 | $8.4M |
| Dimension Capital Management LLC | 1.59% | Reduce -3.4% | 159,664 | $8.4M |
| Shufro Rose & Co. LLC | 0.68% | No change | 163,266 | $8.4M |
| PFG Advisors | 0.53% | Add +4.4% | 158,457 | $8.3M |
| Sabal Trust CO | 0.44% | Reduce -47.4% | 154,989 | $8.2M |
| Delta Asset Management LLC | 0.70% | Add +1.2% | 154,252 | $8.1M |
| Courier Capital LLC | 0.55% | Reduce -33.3% | 152,863 | $8.0M |
| Graypoint LLC | 0.51% | Add +3.5% | 152,247 | $8.0M |
| Total Wealth Planning, LLC | 1.24% | Reduce -17.0% | 150,544 | $7.9M |
| Disciplina Capital Management LLC | 1.24% | Add +157819.4% | 146,865 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -31.1% | 146,274 | $7.7M |
| Meridian Wealth Management, LLC | 0.38% | New | 146,091 | $7.7M |
| SevenBridge Financial Group, LLC | 1.47% | Add +2.3% | 147,494 | $7.7M |
| Dynamic Advisor Solutions LLC | 0.23% | Add +1.1% | 144,564 | $7.6M |
| Sanctuary Advisors, LLC | 0.05% | Add +4.2% | 145,634 | $7.5M |
| Pictet North America Advisors SA | 0.74% | Reduce -6.0% | 142,797 | $7.5M |
| Bailard, Inc. | 0.20% | Reduce -2.4% | 142,547 | $7.5M |
| Fairview Capital Investment Management, LLC | 0.40% | Reduce -3.0% | 141,390 | $7.4M |
| Corient Private Wealth LP | 0.01% | Reduce -7.4% | 141,079 | $7.4M |
| Eubel Brady & Suttman Asset Management Inc. | 1.03% | Reduce -4.8% | 137,126 | $7.2M |
| Private Advisor Group, LLC | 0.04% | Add +8.9% | 135,955 | $7.2M |
| Atria Investments, Inc | 0.09% | Reduce -74.6% | 133,852 | $7.0M |
| Sage Advisory Services, Ltd.Co. | 1.95% | No change | 135,867 | $7.0M |
| Trustmark Bank Trust Department | 0.52% | No change | 129,984 | $6.8M |
| Capital Investment Services of America, Inc. | 0.65% | Reduce -0.9% | 129,742 | $6.8M |
| Deutsche Bank AG | 0.00% | Add +0.7% | 129,425 | $6.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.04% | Add +0.7% | 129,385 | $6.8M |
| Roundview Capital LLC | 0.49% | Add +0.4% | 128,846 | $6.8M |
| MA Private Wealth | 1.26% | Reduce -10.5% | 128,373 | $6.8M |
| Financial Life Advisors | 2.54% | Add +4.0% | 127,590 | $6.7M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +0.4% | 126,267 | $6.6M |
| Wharton Business Group, LLC | 0.30% | Add +10.2% | 126,140 | $6.6M |
| Capital Investment Counsel, LLC | 1.15% | Reduce -21.3% | 126,057 | $6.6M |
| Catalyst Capital Advisors LLC | 0.14% | Reduce -18.1% | 121,764 | $6.4M |
| Equitable Trust Co. | 0.40% | Reduce -6.7% | 119,061 | $6.3M |
| Compound Planning, Inc. | 0.39% | Add +2.3% | 118,961 | $6.3M |
| Apollon Wealth Management, LLC | 0.17% | Add +30.1% | 116,983 | $6.2M |
| UMB Bank, n.a. | 0.09% | Reduce -4.8% | 113,774 | $6.0M |
| Main Management LLC | 0.48% | No change | 111,002 | $5.8M |
| Regions Financial Corp. | 0.04% | Reduce -1.8% | 109,552 | $5.8M |
| Resonant Capital Advisors, LLC | 0.42% | Reduce -1.0% | 108,711 | $5.7M |
| SouthState Bank Corp | 0.39% | Reduce -2.2% | 106,318 | $5.6M |
| Diversified Portfolios, Inc. | 0.58% | No change | 105,959 | $5.6M |
| NYL Investors LLC | 0.35% | No change | 104,751 | $5.5M |
| Hennion & Walsh Asset Management, Inc. | 0.26% | Reduce -13.0% | 103,847 | $5.5M |
| Mutual Advisors, LLC | 0.16% | Add +2.1% | 104,543 | $5.4M |
| Endurance Services Ltd | 0.89% | No change | 100,582 | $5.3M |
| Shore Point Advisors, LLC | 2.83% | Add +1.1% | 100,503 | $5.3M |
| DAVENPORT & Co LLC | 0.03% | Add +29.1% | 100,497 | $5.3M |
| Beacon Financial Group | 0.58% | Add +4.9% | 100,415 | $5.3M |
| Gallagher Fiduciary Advisors, LLC | 1.05% | Reduce -79.5% | 98,391 | $5.2M |
| BNP Paribas Financial Markets | 0.01% | Add +112.5% | 97,229 | $5.1M |
| Gunma Bank,Ltd. | 2.10% | New | 97,000 | $5.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -11.9% | 96,000 | $5.1M |
| Financial Advocates Investment Management | 0.28% | Add +4.3% | 94,675 | $5.0M |
| RHS Financial, LLC | 2.49% | Reduce -24.8% | 93,929 | $4.9M |
| Pinkerton Wealth, LLC | 0.72% | Add +1.8% | 93,902 | $4.9M |
| Comerica Bank | 0.02% | Reduce -0.2% | 93,719 | $4.9M |
| Outlook Wealth Advisors, LLC | 1.39% | Add +4.0% | 92,006 | $4.8M |
| Vectors Research Management, LLC | 1.46% | Reduce -46.1% | 91,648 | $4.8M |
| Sigma Planning Corp | 0.15% | Add +11.8% | 91,214 | $4.8M |
| Providence Capital Advisors, LLC | 0.95% | Add +0.9% | 91,203 | $4.8M |
| Trinity Legacy Partners, LLC | 1.23% | Reduce -40.5% | 91,743 | $4.8M |
| Crescent Grove Advisors, LLC | 0.47% | Reduce -8.2% | 87,122 | $4.6M |
| Integrated Wealth Concepts LLC | 0.06% | Add +0.3% | 87,069 | $4.6M |
| Bull Street Advisors, LLC | 2.10% | Reduce -1.6% | 86,030 | $4.5M |
| Aspen Investment Management Inc | 2.11% | Add +4.5% | 86,006 | $4.5M |
| Martin Capital Partners, LLC | 2.17% | Reduce -14.1% | 83,345 | $4.4M |
| Graybill Wealth Management, LTD. | 1.61% | Add +3.3% | 82,566 | $4.3M |
| Chesley Taft & Associates LLC | 0.20% | Reduce -0.6% | 81,196 | $4.3M |
| Grey Ledge Advisors, LLC | 1.07% | Add +4.1% | 79,495 | $4.2M |
| Amara Financial, Llc. | 4.00% | — | 79,283 | $4.2M |
| Source Financial Advisors LLC | 1.23% | Add +0.0% | 79,201 | $4.2M |
| Welch & Forbes LLC | 0.05% | Reduce -2.2% | 79,085 | $4.2M |
| Boltwood Capital Management | 1.22% | Add +6.9% | 77,871 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.7% | 77,649 | $4.1M |
| HM Payson & Co. | 0.07% | No change | 76,676 | $4.0M |
| KMG Fiduciary Partners, LLC | 0.35% | Add +15.2% | 76,345 | $4.0M |
| Diversify Wealth Management, LLC | 0.38% | Add +35.4% | 76,173 | $4.0M |
| Whittier Trust Co. | 0.05% | Reduce -13.7% | 74,951 | $3.9M |
| Agate Pass Investment Management, LLC | 1.96% | Reduce -6.6% | 74,545 | $3.9M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -12.8% | 74,446 | $3.9M |
| Avantax Advisory Services, Inc. | 0.03% | Add +3.0% | 73,424 | $3.9M |
| Snowden Capital Advisors LLC | 0.12% | Reduce -10.9% | 72,916 | $3.8M |
| Nations Financial Group Inc, /Ia/ | 0.28% | Add +7.8% | 72,361 | $3.8M |
| New World Advisors LLC | 0.99% | Reduce -10.0% | 72,279 | $3.8M |
| Curbstone Financial Management Corp | 0.81% | Reduce -28.5% | 72,090 | $3.8M |
| Capital City Trust Co. | 0.94% | No change | 72,002 | $3.8M |
| MTC Wealth Management LLC | 1.71% | Add +0.9% | 71,831 | $3.8M |
| Focus Financial Network, Inc. | 0.15% | Add +3.1% | 71,460 | $3.8M |
| Trajan Wealth LLC | 0.22% | Add +0.6% | 71,085 | $3.7M |
| Boston Mountain Money Management Inc. | 2.12% | Reduce -1.1% | 69,231 | $3.6M |
| Investment Partners, LTD. | 1.52% | Add +60.9% | 69,126 | $3.6M |
| Buffington Mohr McNeal | 0.59% | Reduce -8.8% | 68,411 | $3.6M |
| Concourse Financial Group Securities, Inc. | 0.21% | Reduce -5.5% | 68,182 | $3.6M |
| Lodestar Private Asset Management LLC | 0.46% | Add +1.1% | 68,174 | $3.6M |
| Bokf, NA | 0.06% | No change | 68,247 | $3.6M |
| United Bank | 0.41% | Reduce -87.1% | 67,454 | $3.6M |
| New South Capital Management Inc. | 0.14% | No change | 67,328 | $3.5M |
| Apella Capital, LLC | 0.15% | Add +0.9% | 67,327 | $3.5M |
| McKinley Carter Wealth Services, Inc. | 0.21% | Reduce -85.7% | 66,662 | $3.5M |
| LVW Advisors, LLC | 0.45% | Add +3.2% | 66,591 | $3.5M |
| Juncture Wealth Strategies, LLC | 1.35% | Reduce -0.6% | 65,996 | $3.5M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -6.9% | 65,633 | $3.5M |
| Blair William & Co. | 0.01% | Add +1.1% | 64,972 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +372.2% | 64,854 | $3.4M |
| Argent Advisors, Inc. | 1.27% | Reduce -74.8% | 64,667 | $3.4M |
| Israel Discount Bank of New York | 5.06% | Reduce -1.2% | 64,553 | $3.4M |
| Gradient Capital Advisors, LLC | 1.12% | Add +8.9% | 64,354 | $3.4M |
| Ally Invest Advisors Inc. | 0.30% | Add +5.1% | 64,082 | $3.4M |
| HRT Financial LP | 0.02% | New | 63,356 | $3.3M |
| FDx Advisors, Inc. | 0.91% | Reduce -16.1% | 63,333 | $3.3M |
| Asset Allocation & Management Company, LLC | 2.09% | Add +5.2% | 63,138 | $3.3M |
| Hollencrest Capital Management | 0.13% | Reduce -3.2% | 61,021 | $3.2M |
| Schmidt P J Investment Management Inc. | 0.54% | Reduce -7.7% | 59,765 | $3.1M |
| Parallel Advisors, LLC | 0.07% | Reduce -2.2% | 58,968 | $3.1M |
| NTV Asset Management LLC | 0.41% | Reduce -4.7% | 58,625 | $3.1M |
| Washington Capital Management, Inc. | 2.38% | No change | 58,418 | $3.1M |
| Edmond DE Rothschild Holding S.A. | 0.05% | Reduce -14.0% | 57,774 | $3.0M |
| Vantagepoint Investment Advisers LLC | 0.38% | Reduce -58.5% | 56,700 | $3.0M |
| Gemmer Asset Management LLC | 0.29% | Add +5.7% | 55,761 | $2.9M |
| Wealth Advisors of Tampa Bay, LLC | 1.21% | New | 55,126 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +14.4% | 55,006 | $2.9M |
| Aries Wealth Management | 0.79% | Add +2.7% | 54,414 | $2.9M |
| Park Avenue Securities LLC | 0.03% | Add +24.4% | 54,090 | $2.8M |
| SIMA Wealth Partners, LLC | 2.47% | Add +2.6% | 53,957 | $2.8M |
| Rathbones Group PLC | 0.01% | Reduce -6.6% | 53,670 | $2.8M |
| Investment Advisory Group, LLC | 0.98% | Reduce -0.5% | 53,669 | $2.8M |
| Independent Financial Group, LLC | 0.10% | Add +540.6% | 53,634 | $2.8M |
| Vantage Financial Partners, LLC | 0.69% | Reduce -2.2% | 53,030 | $2.8M |
| Hunter Associates Investment Management LLC | 0.43% | Reduce -2.9% | 52,582 | $2.8M |
| Burns J W & Co. Inc. | 0.36% | Add +0.8% | 52,367 | $2.8M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -1.9% | 52,284 | $2.8M |
| One Day In July LLC | 0.31% | Reduce -1.0% | 51,862 | $2.7M |
| AMG National Trust Bank | 0.07% | Reduce -12.3% | 51,821 | $2.7M |
| JT Stratford LLC | 0.46% | Add +4.6% | 51,329 | $2.7M |
| Fiduciary Alliance LLC | 0.36% | Add +674.4% | 50,790 | $2.7M |
| Gilbert & Cook, Inc. | 0.36% | Reduce -47.9% | 50,077 | $2.6M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Reduce -0.5% | 49,484 | $2.6M |
| Algorithmic Investment Models, LLC | 1.91% | New | 49,319 | $2.6M |
| Forza Wealth Management, LLC | 1.19% | Reduce 0.0% | 49,291 | $2.6M |
| Cobblestone Capital Advisors LLC | 0.14% | Reduce -20.0% | 48,648 | $2.6M |
| Mittelman Wealth Management | 1.46% | Add +133.3% | 48,644 | $2.6M |
| Millennium Management | 0.00% | Add +293.8% | 48,639 | $2.6M |
| Ascent Group, LLC | 0.19% | Reduce -5.8% | 48,561 | $2.6M |
| Nwam LLC | 0.16% | New | 48,535 | $2.6M |
| AlTi Global, Inc. | 0.06% | No change | 48,237 | $2.5M |
| Allianz Investment Management U.S. LLC | 0.17% | Reduce -17.2% | 48,144 | $2.5M |
| Duncker Streett & Co. Inc. | 0.46% | No change | 47,874 | $2.5M |
| Wescott Financial Advisory Group, LLC | 0.27% | Reduce -1.8% | 47,795 | $2.5M |
| Bigelow Investment Advisors, LLC | 1.12% | Reduce -2.4% | 47,563 | $2.5M |
| Eagle Global Advisors LLC | 0.12% | Reduce -0.8% | 46,862 | $2.5M |
| Princeton Global Asset Management LLC | 0.48% | Add +8.8% | 46,648 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.11% | Reduce -9.5% | 46,413 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.20% | Reduce -0.9% | 45,614 | $2.4M |
| Savant Capital, LLC | 0.02% | Add +3.7% | 45,079 | $2.4M |
| DMC Group, LLC | 1.92% | Add +0.3% | 45,002 | $2.4M |
| Lido Advisors, LLC | 0.02% | Reduce -34.0% | 44,670 | $2.4M |
| GeoWealth Management, LLC | 0.08% | Add +979.7% | 44,279 | $2.3M |
| Burke & Herbert Bank & Trust Co. | 0.54% | Reduce -1.2% | 44,183 | $2.3M |
| Checchi Capital Advisers, LLC | 0.17% | Reduce -0.2% | 44,125 | $2.3M |
| E&G Advisors, LLC | 0.63% | Add +25.3% | 42,895 | $2.3M |
| IVC Wealth Advisors LLC | 1.24% | Add +1.1% | 42,851 | $2.3M |
| Lowe Brockenbrough & Co. Inc. | 0.14% | Add +15.5% | 42,692 | $2.2M |
| First International Bank & Trust | 0.71% | No change | 42,272 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.04% | New | 42,256 | $2.2M |
| Steele Capital Management, Inc. | 0.12% | Reduce -5.2% | 41,949 | $2.2M |
| Global Retirement Partners, LLC | 0.07% | Add +12.4% | 41,923 | $2.2M |
| United Community Bank | 0.86% | Reduce -3.9% | 41,769 | $2.2M |
| Cabot Wealth Management Inc. | 0.27% | Add +3.7% | 41,678 | $2.2M |
| YHB Investment Advisors, Inc. | 0.18% | Reduce -2.8% | 41,073 | $2.2M |
| Northstar Advisory Group, LLC | 1.11% | Add +3.1% | 40,535 | $2.1M |
| Glen Eagle Advisors, LLC | 0.36% | Reduce -0.5% | 40,512 | $2.1M |
| 1620 Investment Advisors, Inc. | 1.55% | Add +3.9% | 39,927 | $2.1M |
| One Wealth Map LLC | 1.24% | Add +7.8% | 40,113 | $2.1M |
| Engineers Gate Manager LP | 0.04% | New | 39,762 | $2.1M |
| Becker Capital Management Inc. | 0.07% | Add +400.9% | 39,711 | $2.1M |
| Wilshire Advisors LLC | 1.00% | Reduce -3.7% | 39,609 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +0.6% | 39,564 | $2.1M |
| Physician Wealth Advisors, Inc. | 0.37% | Add +1.7% | 39,693 | $2.1M |
| Ifrah Financial Services, Inc. | 0.56% | Add +1.5% | 39,090 | $2.1M |
| WASHINGTON TRUST Co | 0.07% | Reduce -0.7% | 38,474 | $2.0M |
| Aprio Wealth Management, LLC | 0.32% | Add +54.8% | 38,300 | $2.0M |
| Running Point Capital Advisors, LLC | 0.78% | Add +2.1% | 38,254 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -2.0% | 38,210 | $2.0M |
| First Trust Advisors LP | 0.00% | Add +1.1% | 38,124 | $2.0M |
| GFG Capital, LLC | 0.80% | Add +163.0% | 37,297 | $2.0M |
| Bulltick Wealth Management, LLC | 0.49% | Reduce -9.1% | 37,270 | $2.0M |
| Tilia Fiduciary Partners, Inc. | 1.35% | Add +5.0% | 36,973 | $1.9M |
| National Bank of Canada | 0.00% | Reduce -11.2% | 36,513 | $1.9M |
| Strategic Financial Services, Inc. | 0.11% | Add +40.2% | 36,512 | $1.9M |
| Rinkey Investments | 0.61% | New | 35,917 | $1.9M |
| Ancora Advisors LLC | 0.04% | Add +20.2% | 35,639 | $1.9M |
| Sage Financial Group Inc. | 0.15% | Add +4.9% | 35,425 | $1.9M |
| World Investment Advisors | 0.06% | Add +159.9% | 35,314 | $1.9M |
| Rockwood Wealth Management, LLC | 0.20% | Reduce -2.9% | 34,915 | $1.8M |
| Enclave Advisors LLC | 0.31% | — | 34,898 | $1.8M |
| Hancock Whitney Corp. | 0.06% | Reduce -3.2% | 34,222 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -12.7% | 34,214 | $1.8M |
| Advisory Services Network, LLC | 0.04% | No change | 35,126 | $1.8M |
| Compass Ion Advisors, LLC | 0.22% | Add +7.4% | 34,097 | $1.8M |
| Moody National Bank Trust Division | 0.19% | No change | 32,949 | $1.7M |
| Sovereign Financial Group, Inc. | 0.40% | Add +1.9% | 32,425 | $1.7M |
| MidAtlantic Capital Management, Inc. | 1.23% | Reduce -4.7% | 31,909 | $1.7M |
| Roger Wittlin Investment Advisory, LLC | 0.97% | Reduce -29.8% | 31,861 | $1.7M |
| Chartwell Investment Partners, LLC | 0.06% | No change | 31,805 | $1.7M |
| Armor Investment Advisors, LLC | 0.69% | Reduce -3.4% | 31,595 | $1.7M |
| Cooksen Wealth, LLC | 1.55% | Reduce -1.4% | 31,490 | $1.7M |
| First Washington CORP | 0.66% | No change | 31,420 | $1.7M |
| Tritonpoint Wealth, LLC | 0.15% | Reduce -6.5% | 31,382 | $1.7M |
| Signet Financial Management, LLC | 0.21% | Reduce -0.8% | 30,912 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Add +0.2% | 30,859 | $1.6M |
| &partners | 0.03% | Add +531.0% | 30,713 | $1.6M |
| Werba Rubin Papier Wealth Management | 0.38% | Add +10.7% | 30,682 | $1.6M |
| Pinnacle Associates Ltd. | 0.03% | Add +2.3% | 31,393 | $1.6M |
| Evergreen Capital Management LLC | 0.05% | Add +0.6% | 30,557 | $1.6M |
| Capital Insight Partners, LLC | 0.28% | Reduce -7.3% | 30,541 | $1.6M |
| Rothschild Investment LLC | 0.10% | Add +13.7% | 30,221 | $1.6M |
| A. D. Beadell Investment Counsel, Inc. | 1.25% | Add +0.3% | 29,650 | $1.6M |
| Sheets Smith Wealth Management | 0.19% | Reduce -31.3% | 29,564 | $1.6M |
| Ingalls & Snyder LLC | 0.06% | Add +20.2% | 29,506 | $1.6M |
| Flagstar Securities, Inc. | 0.39% | Reduce -1.4% | 29,190 | $1.5M |
| Trivium Point Advisory, LLC | 0.21% | Add +2.0% | 29,362 | $1.5M |
| Bessemer Group Inc. | 0.00% | Reduce -7.3% | 28,779 | $1.5M |
| Weaver Consulting Group | 0.48% | Reduce -1.3% | 28,472 | $1.5M |
| Kovack Advisors, Inc. | 0.16% | Reduce -0.6% | 28,150 | $1.5M |
| Arkadios Wealth Advisors | 0.08% | Add +3.4% | 27,888 | $1.5M |
| Forte Asset Management LLC | 0.77% | Reduce -65.4% | 27,542 | $1.5M |
| Clearstead Advisors, LLC | 0.02% | Add +3.2% | 27,534 | $1.4M |
| GC Wealth Management RIA, LLC | 0.25% | Reduce -0.1% | 27,525 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +0.7% | 27,277 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -91.5% | 27,253 | $1.4M |
| Sweeney & Michel, LLC | 0.56% | Add +1.0% | 27,065 | $1.4M |
| Geneos Wealth Management Inc. | 0.05% | Add +201.1% | 26,722 | $1.4M |
| Ballentine Partners, LLC | 0.02% | No change | 26,720 | $1.4M |
| Peregrine Asset Advisers, Inc. | 0.48% | Reduce -0.0% | 26,439 | $1.4M |
| FineMark National Bank & Trust | 0.05% | Add +7.2% | 26,376 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -1.4% | 26,289 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -0.5% | 26,004 | $1.4M |
| Brown Financial Advisors | 0.54% | New | 24,930 | $1.3M |
| Y.D. More Investments Ltd | 0.14% | No change | 24,785 | $1.3M |
| Spire Wealth Management | 0.04% | Add +0.8% | 24,700 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +18.4% | 24,584 | $1.3M |
| Vise Technologies, Inc. | 0.16% | Reduce -30.7% | 24,582 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.12% | Reduce -4.5% | 24,465 | $1.3M |
| National Philanthropic Trust | 0.02% | Add +1.7% | 23,947 | $1.3M |
| Voya Financial Advisors, Inc. | 0.14% | Add +6.8% | 23,856 | $1.3M |
| Orange Investment Advisors, Inc. | 0.14% | Reduce -91.5% | 23,586 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.1% | 23,138 | $1.2M |
| Peoples Bank | 0.62% | Reduce -9.2% | 23,095 | $1.2M |
| Bear Mountain Capital, Inc. | 0.48% | Reduce -6.7% | 23,260 | $1.2M |
| Godsey & Gibb, Inc. | 0.12% | Add +3.2% | 22,861 | $1.2M |
| Peninsula Wealth, LLC | 0.21% | Add +12.0% | 22,980 | $1.2M |
| FinTrust Capital Advisors, LLC | 0.20% | Reduce -2.8% | 22,686 | $1.2M |
| Advisor OS, LLC | 0.12% | No change | 22,683 | $1.2M |
| My Legacy Advisors, LLC | 0.47% | Add +13.2% | 22,493 | $1.2M |
| Calamos Wealth Management LLC | 0.06% | Reduce -11.1% | 22,373 | $1.2M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -25.1% | 22,340 | $1.2M |
| Exchange Bank | 0.95% | No change | 22,163 | $1.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.1% | 18,558 | $1.2M |
| Jmac Enterprises LLC | 0.18% | Add +0.0% | 21,806 | $1.1M |
| Wulff, Hansen & Co. | 1.03% | Reduce -8.9% | 21,550 | $1.1M |
| Edgestream Partners, L.P. | 0.05% | Reduce -61.8% | 21,488 | $1.1M |
| Northeast Financial Group, Inc. | 0.43% | Reduce -10.4% | 21,401 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -6.4% | 21,280 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +97.4% | 20,670 | $1.1M |
| Simplicity Wealth,LLC | 0.10% | Reduce -27.5% | 20,642 | $1.1M |
| Quantitative Strategies, Inc. | 0.57% | Add +0.1% | 20,570 | $1.1M |
| White Pine Capital LLC | 0.37% | Add +6.7% | 20,477 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.5% | 20,443 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.8% | 20,399 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.1% | 20,389 | $1.1M |
| Synovus Financial Corp. | 0.01% | Reduce -1.8% | 20,350 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Add +52.7% | 20,332 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Reduce -26.3% | 20,295 | $1.1M |
| Stelac Advisory Services LLC | 0.43% | No change | 19,949 | $1.1M |
| Red Cedar Investment Management, LLC | 0.13% | No change | 19,907 | $1.0M |
| Plancorp, LLC | 0.04% | Add +0.5% | 19,849 | $1.0M |
| Grand Wealth Management, LLC | 0.59% | No change | 19,761 | $1.0M |
| Phoenix Financial Ltd. | 0.02% | Add +0.3% | 19,756 | $1.0M |
| Equita Financial Network, Inc. | 0.38% | Add +0.0% | 19,737 | $1.0M |
| Rockbridge Investment Management, LCC | 0.13% | Reduce -1.1% | 19,484 | $1.0M |
| Kanawha Capital Management LLC | 0.07% | No change | 19,475 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -5.9% | 19,371 | $1.0M |
| Transatlantique Private Wealth LLC | 0.39% | Reduce -67.8% | 19,215 | $1.0M |
| CIBC Asset Management Inc | 0.00% | No change | 19,082 | $1.0M |
| Zacks Investment Management | 0.01% | Add +14.3% | 18,978 | $999K |
| Keel Point, LLC | 0.08% | Reduce -0.0% | 18,808 | $990K |
| Visionary Wealth Advisors | 0.06% | Reduce -30.8% | 18,790 | $989K |
| Rehmann Capital Advisory Group | 0.06% | Reduce -0.4% | 18,768 | $988K |
| Wambolt & Associates, LLC | 0.27% | Add +10.6% | 18,608 | $978K |
| Lewis Asset Management, LLC | 0.71% | Reduce -5.5% | 18,474 | $973K |
| Acropolis Investment Management, LLC | 0.06% | Reduce -96.1% | 18,370 | $967K |
| Quadrature Capital Ltd | 0.02% | Reduce -91.4% | 18,095 | $953K |
| White Lighthouse Investment Management Inc. | 0.17% | No change | 18,020 | $949K |
| Naples Global Advisors, LLC | 0.09% | Add +14.8% | 17,976 | $947K |
| Two Sigma Securities, LLC | 0.07% | Reduce -51.3% | 17,958 | $946K |
| Advisory Research Inc. | 0.17% | No change | 17,830 | $939K |
| Fonville Wealth Management LLC | 0.31% | Reduce -2.0% | 17,161 | $904K |
| L.M. Kohn & Company | 0.23% | New | 17,119 | $901K |
| American Institute for Advanced Investment Management, LLP | 0.64% | Reduce -2.1% | 17,059 | $898K |
| Stonekeep Investments, LLC | 0.69% | No change | 16,853 | $887K |
| IFG Advisory, LLC | 0.06% | Reduce -5.3% | 16,750 | $882K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -25.4% | 16,691 | $879K |
| MMBG Investment Advisors Co. | 0.09% | No change | 16,642 | $876K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +45.9% | 16,473 | $867K |
| AdvisorNet Financial, Inc | 0.06% | Add +1741.0% | 16,422 | $865K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.3% | 16,411 | $864K |
| Heck Capital Advisors, LLC | 0.10% | Add +18.9% | 16,250 | $856K |
| SkyOak Wealth, LLC | 0.19% | Reduce -1.7% | 16,224 | $854K |
| Buska Wealth Management, LLC | 0.30% | New | 16,123 | $849K |
| WJ Wealth Management, LLC | 0.30% | Reduce -3.3% | 16,113 | $848K |
| Dohj, LLC | 0.20% | Reduce -31.8% | 16,113 | $847K |
| Schechter Investment Advisors, LLC | 0.06% | Reduce -5.9% | 16,014 | $843K |
| Savvy Advisors, Inc. | 0.17% | Add +11.5% | 15,844 | $834K |
| CW Advisors, LLC | 0.01% | Add +112.8% | 15,722 | $828K |
| Saiph Capital, LLC | 0.39% | Reduce -3.3% | 15,618 | $822K |
| Forum Private Client Group LLC | 0.36% | Reduce -3.1% | 15,536 | $818K |
| Harbour Investments, Inc. | 0.02% | Add +1.0% | 15,433 | $813K |
| Cardinal Capital Management | 0.13% | No change | 15,340 | $808K |
| Banque Pictet & Cie SA | 0.01% | No change | 15,300 | $806K |
| Grey Fox Wealth Advisors, LLC | 0.22% | Reduce -3.5% | 15,248 | $803K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -4.8% | 15,210 | $801K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +4.1% | 15,208 | $801K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1335.3% | 15,128 | $797K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.5% | 14,939 | $787K |
| TFB Advisors LLC | 0.23% | Add +0.5% | 14,825 | $781K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -12.7% | 14,541 | $766K |
| Pekin Hardy Strauss, Inc. | 0.10% | Reduce -1.5% | 14,540 | $766K |
| Acorn Wealth Advisors, LLC | 0.33% | Add +5.0% | 14,414 | $759K |
| Verdence Capital Advisors LLC | 0.06% | No change | 14,290 | $752K |
| Mount Lucas Management LP | 0.25% | Add +4.3% | 14,197 | $748K |
| SlateStone Wealth, LLC | 0.07% | Add +9.6% | 14,145 | $745K |
| Wedbush Securities Inc. | 0.03% | Add +4.5% | 14,133 | $744K |
| Sunburst Financial Group, LLC | 0.19% | No change | 14,057 | $740K |
| Eagle Asset Management Inc. | 0.00% | Add +5.4% | 14,149 | $735K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 13,848 | $729K |
| BNP Paribas | 0.03% | Add +675.9% | 13,757 | $724K |
| Banco Santander, S.A. | 0.01% | No change | 13,714 | $722K |
| ARK & TLK Investments, LLC | 0.26% | No change | 13,629 | $718K |
| Councilor Wealth, LLC | 0.35% | Reduce -0.8% | 13,607 | $717K |
| Keeley-Teton Advisors, LLC | 0.08% | Reduce -2.3% | 13,542 | $713K |
| First Personal Financial Services | 0.15% | Reduce -2.5% | 13,480 | $710K |
| Family Asset Management, LLC | 0.43% | Reduce -36.7% | 13,420 | $707K |
| Octavia Wealth Advisors, LLC | 0.09% | Reduce -0.3% | 13,292 | $700K |
| Financial Counselors Inc. | 0.01% | Add +35.2% | 13,208 | $696K |
| LaFleur & Godfrey LLC | 0.10% | Reduce -2.2% | 13,195 | $695K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -0.8% | 13,137 | $692K |
| Alera Investment Advisors, LLC | 0.08% | Add +7.6% | 13,127 | $691K |
| Swmg, LLC | 0.28% | Reduce -49.2% | 13,172 | $683K |
| Wynn Capital, LLC | 0.45% | New | 12,900 | $679K |
| American Financial Advisors, LLC | 0.09% | Reduce -3.9% | 12,760 | $672K |
| FourThought Financial Partners, LLC | 0.08% | Add +2.8% | 12,738 | $671K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +79.5% | 12,712 | $669K |
| Principal Securities, Inc. | 0.02% | Reduce -2.3% | 12,640 | $666K |
| Lanark Financial, Inc. | 0.05% | Reduce -7.3% | 12,379 | $651K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -1.6% | 12,328 | $649K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -3.5% | 12,237 | $644K |
| Phillips Financial Management, LLC | 0.05% | Add +0.0% | 12,226 | $644K |
| Good Life Advisors, LLC | 0.04% | New | 12,180 | $642K |
| LYNX Capital Group Ltd. | 0.41% | Add +0.4% | 12,098 | $637K |
| Family Capital Trust Co | 0.20% | No change | 11,840 | $623K |
| Dodds Wealth, LLC | 0.21% | Add +23.4% | 11,862 | $619K |
| Faithward Advisors, LLC | 0.11% | Reduce -2.6% | 11,677 | $615K |
| Hudson Portfolio Management LLC | 0.60% | — | 11,568 | $609K |
| BlueChip Wealth Advisors LLC | 0.32% | Add +1.6% | 11,461 | $604K |
| 1834 Investment Advisors Co. | 0.07% | Add +1.3% | 11,447 | $603K |
| Cahill Financial Advisors Inc. | 0.08% | New | 11,410 | $601K |
| Commerce Bank | 0.00% | Reduce -18.9% | 11,360 | $598K |
| Peloton Wealth Strategists | 0.24% | Add +7.5% | 11,357 | $598K |
| Farther Finance Advisors, LLC | 0.02% | Add +8.2% | 11,327 | $596K |
| Wealth Advisory Solutions, LLC | 0.16% | Reduce -1.0% | 11,176 | $589K |
| Client 1ST Advisory Group, LLC | 0.23% | Add +37.1% | 11,077 | $583K |
| Shared Vision Wealth Group LLC | 0.31% | Add +0.8% | 10,969 | $578K |
| Cumberland Partners Ltd | 0.04% | Add +160.4% | 10,965 | $577K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.2% | 10,951 | $577K |
| Essex Financial Services, Inc. | 0.04% | Add +0.1% | 10,882 | $567K |
| Criterion Capital Advisors, LLC | 0.36% | No change | 11,070 | $567K |
| Legacy Bridge, LLC | 0.30% | Reduce -4.3% | 10,655 | $561K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -9.5% | 10,532 | $554K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.1% | 10,417 | $549K |
| Equitable Holdings, Inc. | 0.01% | Add +51.9% | 10,175 | $536K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -2.3% | 10,262 | $534K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.12% | Reduce -8.0% | 10,131 | $533K |
| Cascade Wealth Advisors, Inc | 0.38% | No change | 10,000 | $527K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,916 | $522K |
| RFG Advisory, LLC | 0.02% | Reduce -24.1% | 9,878 | $520K |
| First Hawaiian Bank | 0.02% | Add +0.0% | 9,847 | $519K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 9,628 | $507K |
| AllSquare Wealth Management LLC | 0.29% | No change | 9,568 | $504K |
| First United Bank & Trust | 0.18% | Reduce -2.6% | 9,556 | $503K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 9,465 | $498K |
| Transcend Capital Advisors, LLC | 0.03% | New | 9,420 | $496K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +109.9% | 9,417 | $496K |
| Boston Family Office LLC | 0.03% | No change | 9,334 | $492K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -12.7% | 9,328 | $491K |
| Rede Wealth, LLC | 0.19% | Add +7.8% | 9,292 | $489K |
| WMS Partners, LLC | 0.03% | Add +9.5% | 9,224 | $486K |
| Disciplined Investments, LLC | 0.24% | No change | 9,223 | $486K |
| Marathon Strategic Advisors, LLC | 0.51% | Reduce -5.8% | 9,201 | $485K |
| Sachetta, LLC | 0.19% | No change | 9,200 | $484K |
| PFG Investments, LLC | 0.03% | Add +58.0% | 9,164 | $483K |
| Mascoma Wealth Management LLC | 0.12% | Reduce -24.8% | 9,142 | $481K |
| Hohimer Wealth Management, LLC | 0.10% | Reduce -52.0% | 8,995 | $474K |
| Innealta Capital, LLC | 0.19% | Reduce -5.8% | 8,917 | $470K |
| Aveo Capital Partners, LLC | 0.05% | New | 8,903 | $469K |
| Lazari Capital Management, Inc. | 0.20% | Add +10.9% | 8,865 | $467K |
| Cornerstone Wealth Group, LLC | 0.04% | Reduce -1.2% | 8,837 | $465K |
| Successful Portfolios LLC | 0.31% | Reduce -2.8% | 8,794 | $463K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -1.6% | 8,742 | $460K |
| Janney Capital Management LLC | 0.03% | Reduce -2.2% | 8,719 | $459K |
| Panoramic Investment Advisors, LLC | 0.31% | — | 8,649 | $455K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 8,645 | $455K |
| Union Savings Bank | 0.22% | No change | 8,625 | $454K |
| Hart & Patterson Financial Group LLC | 0.21% | New | 8,602 | $453K |
| Ameliora Wealth Management Ltd. | 0.19% | Reduce -87.6% | 8,488 | $447K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +0.8% | 8,458 | $445K |
| Verum Partners LLC | 0.13% | Reduce -43.3% | 8,457 | $445K |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 0.44% | No change | 8,404 | $443K |
| Capital Advisors Wealth Management, LLC | 0.08% | Reduce -24.5% | 8,314 | $438K |
| Probity Advisors, Inc. | 0.08% | Reduce -42.3% | 8,287 | $436K |
| Strategy Asset Managers LLC | 0.08% | Reduce -73.5% | 8,270 | $436K |
| Creekmur Asset Management LLC | 0.10% | Reduce -0.5% | 8,207 | $432K |
| Jones Financial Companies LLLP | 0.00% | Add +144.1% | 8,189 | $432K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +0.1% | 8,172 | $430K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -40.5% | 8,132 | $428K |
| Value Partners Investments Inc. | 0.03% | Add +23.6% | 8,083 | $426K |
| WealthBridge Capital Management, LLC | 0.12% | Add +42.8% | 8,004 | $421K |
| Marex Group Ltd | 0.01% | No change | 8,000 | $421K |
| Ceeto Capital Group, LLC | 0.16% | No change | 8,000 | $421K |
| Arrow Financial Corp | 0.04% | No change | 7,939 | $418K |
| Elyxium Wealth, LLC | 0.23% | — | 7,914 | $417K |
| Garrison Point Advisors, LLC | 0.25% | Add +8.7% | 7,770 | $409K |
| GTS Securities LLC | 0.01% | Reduce -48.9% | 7,699 | $405K |
| Brady Family Wealth, LLC | 0.12% | Reduce -8.4% | 7,693 | $405K |
| Truefg, LLC | 0.13% | Add +1.0% | 7,688 | $405K |
| Private Trust Co. NA | 0.04% | Add +197.0% | 7,668 | $404K |
| Waterloo Capital, L.P. | 0.04% | Reduce -27.9% | 7,625 | $402K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -3.3% | 7,597 | $400K |
| Waters Parkerson & Co., LLC | 0.02% | Add +39.7% | 7,570 | $399K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.4% | 7,493 | $395K |
| Fisher Asset Management | 0.00% | Reduce -37.8% | 7,423 | $391K |
| CGN Advisors LLC | 0.04% | No change | 7,389 | $389K |
| Paladin Wealth, LLC | 0.34% | — | 7,351 | $387K |
| M&T Bank Corp | 0.00% | Reduce -17.9% | 7,317 | $385K |
| Cibc World Market Inc. | 0.00% | Add +81.8% | 7,238 | $381K |
| Sunflower Bank, N.A. | 0.10% | No change | 7,180 | $378K |
| Orleans Capital Management Corp. | 0.21% | New | 7,160 | $377K |
| Obermeyer Wealth Partners | 0.02% | Reduce -98.4% | 7,142 | $376K |
| Cypress Capital Group | 0.04% | Reduce -2.5% | 7,129 | $375K |
| Hexagon Capital Partners LLC | 0.07% | Reduce -10.4% | 7,100 | $374K |
| Atlantic Edge Private Wealth Management, LLC | 0.11% | Reduce -13.5% | 7,078 | $373K |
| CFM Wealth Partners LLC | 0.06% | No change | 7,042 | $371K |
| First Manhattan Co. Llc. | 0.00% | Reduce -21.3% | 7,042 | $371K |
| Clearbridge Investments, LLC | 0.00% | Add +0.3% | 7,035 | $370K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -4.3% | 7,059 | $368K |
| D.B. Root & Company, LLC | 0.12% | Reduce -2.8% | 6,990 | $368K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -15.8% | 6,843 | $360K |
| Centaurus Financial, Inc. | 0.02% | No change | 6,726 | $354K |
| Cottage Street Advisors LLC | 0.19% | No change | 6,670 | $351K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -9.4% | 6,638 | $350K |
| Seascape Capital Management | 0.12% | No change | 6,600 | $348K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.3% | 6,602 | $348K |
| Curtis Advisory Group, LLC | 0.10% | Add +11.1% | 6,558 | $345K |
| Argent Trust Co | 0.01% | No change | 6,530 | $344K |
| BTG Pactual Asset Management US LLC | 0.05% | New | 6,407 | $344K |
| Ninety One UK Ltd | 0.00% | New | 6,520 | $343K |
| Sunbelt Securities, Inc. | 0.03% | Add +2.0% | 6,513 | $343K |
| 4J Wealth Management LLC | 0.26% | Add +0.1% | 6,449 | $340K |
| Independent Solutions Wealth Management, LLC | 0.08% | Reduce -27.6% | 6,397 | $337K |
| West Michigan Advisors, LLC | 0.10% | Add +4.4% | 6,371 | $335K |
| McAdam, LLC | 0.02% | Add +5.6% | 6,337 | $334K |
| High Falls Advisors, Inc | 0.08% | Reduce -8.3% | 6,336 | $334K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -25.4% | 6,323 | $333K |
| 1900 Wealth Management LLC | 0.03% | Reduce -7.2% | 6,288 | $331K |
| Vermillion & White Wealth Management Group, LLC | 0.24% | Reduce -1.6% | 6,284 | $331K |
| Townsend & Associates, Inc | 0.03% | No change | 6,334 | $330K |
| Lifeworks Advisors, LLC | 0.06% | New | 6,181 | $325K |
| MBL Wealth, LLC | 0.04% | Reduce -21.1% | 6,165 | $325K |
| Capasso Planning Partners LLC | 0.09% | No change | 6,105 | $322K |
| Valmark Advisers, Inc. | 0.01% | New | 6,093 | $321K |
| Patten Group, Inc. | 0.07% | No change | 6,071 | $320K |
| Seelaus Asset Management LLC | 0.30% | No change | 6,054 | $319K |
| TD Capital Management LLC | 0.03% | No change | 5,950 | $313K |
| Howard Bailey Securities, LLC | 0.12% | — | 5,920 | $312K |
| Hoxton Planning & Management, LLC | 0.12% | Add +1.4% | 5,896 | $310K |
| Woodward Diversified Capital, LLC | 0.20% | Add +3.6% | 5,891 | $310K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.0% | 5,883 | $310K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -2.7% | 5,719 | $301K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 5,700 | $300K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Reduce -1.2% | 5,645 | $297K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 5,597 | $295K |
| CreativeOne Wealth, LLC | 0.01% | New | 5,565 | $293K |
| Wesbanco Bank Inc. | 0.01% | New | 5,536 | $292K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +0.1% | 5,451 | $287K |
| Aspiriant, LLC | 0.01% | No change | 5,432 | $286K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +22.7% | 5,410 | $285K |
| Peak Planning Group, LLC | 0.12% | Add +8.3% | 5,396 | $284K |
| Mgo One Seven LLC | 0.01% | Reduce -2.3% | 5,319 | $280K |
| New Potomac Partners, LLC | 0.14% | Reduce -1.9% | 5,309 | $280K |
| Capital Analysts, LLC | 0.01% | Add +4.8% | 5,286 | $278K |
| Kraft, Davis & Associates, LLC | 0.08% | New | 5,339 | $277K |
| Ignite Planners, LLC | 0.06% | No change | 5,251 | $277K |
| Insigneo Advisory Services, LLC | 0.03% | Add +2.9% | 5,188 | $273K |
| Autumn Glory Partners, LLC | 0.10% | Reduce -5.8% | 5,168 | $272K |
| Signal Advisors Wealth, LLC | 0.04% | New | 5,160 | $272K |
| Centurion Wealth Management LLC | 0.09% | — | 5,148 | $271K |
| Grove Bank & Trust | 0.04% | No change | 5,137 | $271K |
| Plimoth Trust Co. LLC | 0.07% | Reduce -4.5% | 5,127 | $270K |
| Evanson Asset Management, LLC | 0.02% | Add +1.0% | 5,126 | $270K |
| Americana Partners, LLC | 0.02% | No change | 5,105 | $269K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -2.0% | 5,099 | $269K |
| Guardian Wealth Advisors, LLC | 0.17% | Reduce -3.4% | 5,088 | $268K |
| Oxinas Partners, LLC | 0.16% | Reduce -32.4% | 5,074 | $267K |
| Allie Family Office LLC | 0.14% | Reduce -58.1% | 5,040 | $265K |
| Black Maple Capital Management LP | 0.20% | No change | 5,000 | $263K |
| Davidson Investment Advisors | 0.01% | Reduce -4.0% | 4,955 | $261K |
| First Affirmative Financial Network | 0.14% | Add +0.7% | 4,938 | $260K |
| 1492 Capital Management LLC | 0.13% | No change | 4,913 | $259K |
| Private Wealth Group, LLC | 0.13% | No change | 4,910 | $259K |
| Able Wealth Management LLC | 0.20% | Reduce -14.2% | 4,887 | $257K |
| Intergy Private Wealth, LLC | 0.10% | New | 4,877 | $257K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -9.4% | 4,803 | $253K |
| TAGStone Capital, Inc. | 0.13% | Add +12.3% | 4,783 | $252K |
| Seamount Financial Group Inc. | 0.19% | Add +0.6% | 4,781 | $252K |
| Aviance Capital Partners, LLC | 0.03% | No change | 4,772 | $251K |
| Foundations Investment Advisors, LLC | 0.01% | Add +5.9% | 4,769 | $251K |
| Integral Investment Advisors, Inc. | 0.07% | New | 4,719 | $249K |
| Mayport, LLC | 0.08% | No change | 4,700 | $248K |
| C2C Wealth Management, LLC | 0.23% | No change | 4,752 | $247K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -6.6% | 4,654 | $245K |
| Horan Securities, Inc. | 0.09% | Add +1.0% | 4,623 | $243K |
| Concord Wealth Partners | 0.04% | Add +16.2% | 4,620 | $243K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -0.8% | 4,637 | $242K |
| Old National Bancorp | 0.01% | No change | 4,584 | $241K |
| Csenge Advisory Group | 0.01% | Add +12.0% | 4,595 | $240K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +7.3% | 4,533 | $239K |
| Middleton & Co. Inc. | 0.03% | Reduce -5.3% | 4,511 | $238K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 4,508 | $237K |
| Webster Bank, N. A. | 0.03% | Add +4.4% | 4,504 | $237K |
| Regatta Capital Group, LLC | 0.05% | No change | 4,500 | $237K |
| BLB&B Advisors, LLC | 0.01% | Add +2.5% | 4,485 | $236K |
| Financial Perspectives, Inc | 0.08% | Reduce -0.3% | 4,368 | $230K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 4,367 | $230K |
| SteelPeak Wealth, LLC | 0.01% | New | 4,313 | $227K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 4,280 | $225K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 4,221 | $222K |
| Canal Capital Management, LLC | 0.03% | New | 4,141 | $218K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -62.8% | 4,125 | $217K |
| Matthew Goff Investment Advisor, LLC | 0.04% | Reduce -1.0% | 4,116 | $217K |
| NewEdge Wealth, LLC | 0.00% | Reduce -50.1% | 4,086 | $215K |
| Horizon Investment Services, LLC | 0.09% | No change | 4,072 | $214K |
| Legacy Capital Group California, Inc. | 0.07% | Add +0.2% | 4,060 | $214K |
| Proactive Wealth Strategies LLC | 0.12% | — | 4,042 | $213K |
| Ipswich Investment Management Co., Inc. | 0.05% | Reduce -1.6% | 4,000 | $211K |
| Two West Capital Advisors LLC | 0.17% | Reduce -0.5% | 3,966 | $209K |
| Martin Capital Advisors, LLP | 0.15% | No change | 3,960 | $209K |
| Fox Hill Wealth Management | 0.11% | Add +0.1% | 3,919 | $206K |
| Ridgewood Investments LLC | 0.10% | Add +40.3% | 3,884 | $205K |
| Mather Group, Llc. | 0.00% | Reduce -10.2% | 3,876 | $204K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 3,849 | $203K |
| Dana Investment Advisors, Inc. | 0.01% | New | 3,848 | $203K |
| Paragon Capital Management Ltd | 0.04% | New | 3,847 | $203K |
| Hemington Wealth Management | 0.05% | New | 3,895 | $202K |
| Howard Financial Services, LTD. | 0.03% | New | 3,814 | $201K |
| Twin City Private Wealth, LLC | 0.17% | New | 3,803 | $200K |
| Alaska Permanent Capital Management, LLC | 0.02% | No change | 3,750 | $197K |
| Atticus Wealth Management, LLC | 0.06% | Reduce -6.4% | 3,728 | $196K |
| Park Place Capital Corp | 0.05% | No change | 3,627 | $191K |
| Raffa Wealth Management, LLC | 0.05% | Add +3.8% | 3,550 | $187K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | New | 3,483 | $183K |
| NorthRock Partners, LLC | 0.01% | Reduce -37.8% | 3,461 | $182K |
| Johnson Financial Group, Inc. | 0.01% | Add +1987.0% | 3,360 | $177K |
| Archer Investment Corp | 0.05% | Add +0.0% | 3,348 | $176K |
| Continuum Advisory, LLC | 0.02% | Add +57.9% | 3,397 | $176K |
| Optimum Investment Advisors | 0.07% | No change | 3,280 | $173K |
| Colonial Trust Advisors | 0.01% | No change | 3,248 | $171K |
| WR Wealth Planners, LLC | 0.04% | Reduce -0.7% | 3,061 | $161K |
| Colonial Trust Co / SC | 0.02% | Reduce -6.2% | 3,023 | $159K |
| M&R Capital Management Inc. | 0.03% | Reduce -50.8% | 3,000 | $158K |
| Zions Bancorporation, N.A. | 0.01% | No change | 3,000 | $158K |
| Front Row Advisors LLC | 0.05% | Add +0.0% | 2,683 | $141K |
| EPG Wealth Management LLC | 0.03% | Add +0.0% | 2,461 | $130K |
| Studio Investment Management LLC | 0.03% | No change | 2,350 | $124K |
| CVA Family Office, LLC | 0.02% | Add +66.8% | 2,257 | $119K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,197 | $116K |
| ORG Partners LLC | 0.02% | Add +0.0% | 2,193 | $116K |
| CoreCap Advisors, LLC | 0.01% | New | 2,130 | $112K |
| First PREMIER Bank | 0.03% | Add +283.3% | 2,131 | $112K |
| Main Street Group, LTD | 0.05% | No change | 2,000 | $105K |
| Future Financial Wealth Managment LLC | 0.07% | New | 1,974 | $104K |
| Steph & Co. | 0.03% | New | 1,933 | $102K |
| AlphaCentric Advisors LLC | 0.07% | Reduce -0.6% | 1,909 | $101K |
| Community Bank, N.A. | 0.01% | No change | 1,900 | $100K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,763 | $93K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -28.1% | 1,729 | $91K |
| Alpine Bank Wealth Management | 0.01% | — | 1,720 | $91K |
| Cassady Schiller Wealth Management, LLC | 0.03% | No change | 1,700 | $90K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +28.7% | 1,636 | $85K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.2% | 1,533 | $81K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 1,533 | $81K |
| WealthShield Partners, LLC | 0.01% | No change | 1,517 | $80K |
| West Paces Advisors Inc. | 0.02% | No change | 1,505 | $79K |
| Crewe Advisors LLC | 0.01% | Reduce -58.6% | 1,500 | $79K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -11.8% | 1,490 | $78K |
| Allworth Financial LP | 0.00% | Reduce -16.4% | 1,442 | $76K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 1,423 | $75K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,345 | $71K |
| Elevate Wealth Advisory, Inc. | 0.05% | No change | 1,254 | $66K |
| Security National Bank | 0.01% | No change | 1,245 | $66K |
| CENTRAL TRUST Co | 0.00% | Reduce -3.9% | 1,239 | $65K |
| Tsfg, LLC | 0.01% | No change | 1,240 | $65K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 1,200 | $63K |
| Logan Capital Management Inc. | 0.00% | New | 1,170 | $62K |
| Horizon Investments, LLC | 0.00% | No change | 1,146 | $60K |
| Sandy Spring Bank | 0.00% | No change | 1,130 | $60K |
| Founders Capital Management | 0.03% | No change | 1,040 | $55K |
| Oarsman Capital, Inc. | 0.01% | New | 970 | $51K |
| Oakworth Capital, Inc. | 0.00% | No change | 960 | $51K |
| Darwin Wealth Management, LLC | 0.01% | New | 956 | $50K |
| Tidemark, LLC | 0.02% | No change | 948 | $50K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -93.6% | 924 | $49K |
| Independence Bank of Kentucky | 0.01% | No change | 864 | $45K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 821 | $43K |
| Kennebec Savings Bank | 0.04% | — | 809 | $43K |
| Barrett & Company, Inc. | 0.02% | No change | 800 | $42K |
| Castleview Partners, LLC | 0.02% | No change | 783 | $41K |
| Silver Oak Securities, Incorporated | 0.00% | New | 758 | $40K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -31.2% | 751 | $40K |
| Bell Investment Advisors, Inc | 0.01% | No change | 712 | $37K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -28.2% | 696 | $37K |
| Syntax Research, Inc. | 0.02% | No change | 655 | $34K |
| New Republic Capital, LLC | 0.02% | Reduce -22.5% | 630 | $33K |
| McClarren Financial Advisors, Inc. | 0.00% | New | 157 | $33K |
| McIlrath & Eck, LLC | 0.00% | No change | 604 | $32K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +2.0% | 572 | $30K |
| Clear Point Advisors Inc. | 0.02% | Add +1.1% | 556 | $29K |
| Rise Advisors, LLC | 0.01% | New | 554 | $29K |
| Blue Trust, Inc. | 0.00% | Reduce -0.2% | 569 | $29K |
| City Holding Co. | 0.00% | No change | 490 | $26K |
| Country Trust Bank | 0.00% | No change | 483 | $25K |
| Coppell Advisory Solutions LLC | 0.00% | Add +165.8% | 481 | $25K |
| Richardson Financial Services Inc. | 0.02% | Add +93.6% | 457 | $24K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 450 | $24K |
| Realta Investment Advisors | 0.01% | Reduce -68.9% | 447 | $23K |
| Thompson Investment Management, Inc. | 0.00% | No change | 441 | $23K |
| Westside Investment Management, Inc. | 0.00% | No change | 400 | $21K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 364 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 350 | $18K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 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% | 324 | $17K |
| JCIC Asset Management Inc. | 0.01% | No change | 320 | $17K |
| SRH Advisors, LLC | 0.00% | No change | 300 | $16K |
| Reston Wealth Management LLC | 0.01% | New | 300 | $16K |
| PSI Advisors, LLC | 0.00% | Add +400.0% | 275 | $14K |
| Centerpoint Advisors, LLC | 0.00% | No change | 250 | $13K |
| LGT Financial Advisors LLC | 0.03% | No change | 209 | $11K |
| FWL Investment Management, LLC | 0.00% | No change | 200 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 197 | $10K |
| Peterson Financial Group, Inc. | 0.03% | New | 166 | $9K |
| Ascentis Independent Advisors | 0.00% | New | 165 | $9K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 157 | $8K |
| Register Financial Advisors LLC | 0.00% | Add +0.7% | 149 | $8K |
| Montag A & Associates Inc. | 0.00% | Reduce -75.4% | 140 | $7K |
| Bristlecone Advisors, LLC | 0.00% | New | 128 | $7K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 126 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 121 | $6K |
| Breakwater Investment Management | 0.00% | No change | 106 | $6K |
| Northwest Financial Advisors | 0.00% | New | 103 | $5K |
| Trivant Custom Portfolio Group, LLC | 0.00% | No change | 100 | $5K |
| FSA Wealth Management LLC | 0.00% | — | 94 | $5K |
| Northwest Capital Management Inc | 0.00% | No change | 89 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -4.7% | 81 | $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 |
| Wolff Wiese Magana LLC | 0.00% | Reduce -82.7% | 72 | $4K |
| CNB Bank | 0.00% | No change | 69 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | New | 65 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 59 | $3K |
| LRI Investments, LLC | 0.00% | No change | 49 | $3K |
| GAMMA Investing LLC | 0.00% | Reduce -47.3% | 48 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -98.3% | 42 | $2K |
| Tucker Asset Management LLC | 0.00% | Reduce -95.6% | 42 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 39 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -94.7% | 37 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 36 | $2K |
| Key Financial Inc | 0.00% | No change | 32 | $2K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -57.1% | 30 | $2K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 26 | $1K |
| Aspire Wealth Management Corp | 0.00% | Reduce -4.0% | 24 | $1K |
| Fourpath Capital Management, LLC | 0.00% | New | 13 | $685 |
| Aspire Private Capital, LLC | 0.00% | No change | 9 | $462 |
| Earned Wealth Advisors, LLC | 0.00% | New | 7 | $369 |
| Naples Money Management LLC | 0.00% | No change | 2 | $105 |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -98.9% | 1 | $53 |
| Bfsg, LLC | 0.00% | No change | 1 | $53 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $53 |
"% 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.