iShares 1-5Y Inv GradeIGSBETF
13F holders, Q4 2024 (December 31)958holders +66
62new positions
51sold out
6famous investors
$51.65avg. 13F price*
At the end of Q4 2024, 958 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, up 66 from Q3 2024. 62 opened new positions and 51 sold out. The largest holders were Northern Trust Corp. ($1.1B), Charles Schwab Investment Management Inc. ($1.1B) and Matson Money. Inc. ($696.1M). 6 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.2% of Point72 Asset Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $274.9M |
| Exits | 51 | $28.2M |
All 13F filers, Q3 2024 → Q4 2024: 32,206,128 shares bought and 25,743,454 shares sold, net +6,462,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 958 holders
| Northern Trust Corp. | 0.16% | Add +1.8% | 21,838,485 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.20% | Reduce -9.7% | 21,177,834 | $1.1B |
| Matson Money. Inc. | 24.98% | Add +0.5% | 13,453,513 | $696.1M |
| Ameriprise Financial Inc. | 0.18% | Add +8.9% | 13,266,565 | $685.3M |
| BlackRock, Inc. | 0.01% | Reduce -3.9% | 12,666,296 | $654.8M |
| Japan Science & Technology Agency | 9.21% | Reduce -32.5% | 10,400,000 | $537.7M |
| NYL Investors LLC | 45.94% | Add +9168.7% | 9,709,053 | $502.0M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -5.2% | 8,511,614 | $440.1M |
| Morgan Stanley | 0.03% | Reduce -11.9% | 7,541,993 | $389.9M |
| Bank of America Corp. | 0.03% | Add +13.3% | 6,960,561 | $359.9M |
| Barings LLC | 8.50% | No change | 6,840,027 | $353.6M |
| EP Wealth Advisors, LLC | 2.18% | Add +28.6% | 5,158,068 | $266.7M |
| UBS Group AG | 0.06% | Add +14.8% | 4,855,927 | $251.1M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -8.4% | 4,651,127 | $240.5M |
| Allstate Corp. | 6.27% | Add +23.5% | 4,116,056 | $212.8M |
| Pure Financial Advisors, LLC | 4.82% | Add +16.0% | 4,103,950 | $212.2M |
| PNC Financial Services Group, Inc. | 0.14% | Reduce -3.5% | 4,019,327 | $207.8M |
| Wells Fargo & Company | 0.05% | Add +5.1% | 4,005,766 | $207.1M |
| FMR LLC | 0.01% | Add +91.1% | 3,783,832 | $195.6M |
| Stifel Financial Corp. | 0.18% | Add +0.2% | 3,295,303 | $170.4M |
| JPMorgan Chase & Co. | 0.01% | Add +7.4% | 3,162,566 | $163.5M |
| D. E. Shaw & Co. | 0.19% | Add +49.4% | 3,116,400 | $161.1M |
| Commonwealth Equity Services, LLC | 0.23% | Add +5.4% | 2,999,600 | $155.1M |
| Captrust Financial Advisors | 0.43% | Add +6.7% | 2,932,031 | $151.6M |
| Raymond James Financial Inc. | 0.05% | — | 2,713,318 | $140.3M |
| Royal Bank of Canada | 0.03% | Reduce -8.4% | 2,521,343 | $130.4M |
| Busey Bank | 4.11% | Add +2.0% | 2,423,386 | $125.3M |
| Truist Financial Corp. | 0.18% | Add +1.9% | 2,249,773 | $116.3M |
| Haverford Trust Co | 1.03% | Add +3.5% | 1,998,750 | $103.3M |
| LPL Financial LLC | 0.04% | Add +3.0% | 1,903,746 | $98.4M |
| NorthCoast Asset Management LLC | 0.47% | Reduce -2.3% | 1,864,372 | $96.4M |
| Flputnam Investment Management Co. | 1.72% | Reduce -10.6% | 1,823,546 | $94.3M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +60.7% | 1,796,834 | $92.9M |
| Assetmark, Inc. | 0.24% | Add +15.2% | 1,730,889 | $89.5M |
| HighTower Advisors, LLC | 0.11% | Add +6.3% | 1,610,727 | $83.3M |
| Keybank National Association | 0.31% | Add +3.1% | 1,538,734 | $79.6M |
| Williams Jones Wealth Management, LLC. | 0.95% | Add +15.5% | 1,529,093 | $79.1M |
| Sun Life Financial Inc. | 4.35% | No change | 1,509,000 | $78.0M |
| Composition Wealth, LLC | 1.55% | Add +5.2% | 1,476,093 | $76.3M |
| Dynasty Wealth Management, LLC | 1.29% | New | 1,442,118 | $74.6M |
| Quotient Wealth Partners, LLC | 2.40% | Add +2.2% | 1,420,926 | $73.5M |
| Destination Wealth Management | 2.24% | Add +1.3% | 1,382,364 | $71.5M |
| Members Trust Co | 2.23% | Reduce -3.4% | 1,249,809 | $64.6M |
| Money Design Co.,Ltd. | 3.26% | Add +5.5% | 1,228,263 | $63.5M |
| Mariner, LLC | 0.11% | Add +5.8% | 1,228,000 | $63.5M |
| One Capital Management, LLC | 2.05% | Add +1.9% | 1,197,002 | $61.9M |
| MAI Capital Management | 0.44% | New | 1,145,505 | $59.2M |
| Point72 Asset Management | 0.16% | Reduce -1.8% | 1,125,000 | $58.2M |
| Clearwater Capital Advisors, LLC | 5.42% | Add +3.9% | 1,071,230 | $55.4M |
| Greenwood Gearhart LLC | 3.71% | Add +59.9% | 1,039,767 | $53.8M |
| MML Investors Services, LLC | 0.18% | Add +10.4% | 1,024,239 | $53.0M |
| O'shaughnessy Asset Management, LLC | 0.45% | Add +8.1% | 1,016,823 | $52.6M |
| Fiduciary Trust Co | 0.69% | Reduce -20.9% | 1,012,509 | $52.3M |
| Stephens Inc. | 0.73% | Add +25.8% | 1,007,254 | $52.1M |
| US Bancorp \de | 0.07% | Add +3.1% | 999,143 | $51.7M |
| Renaissance Technologies | 0.07% | Add +25.6% | 963,900 | $49.8M |
| Klaas Financial Asset Advisors, LLC | 8.62% | Add +1.1% | 946,236 | $48.9M |
| Stockman Wealth Management, Inc. | 7.51% | Add +9.8% | 927,294 | $47.9M |
| Eastern Bank | 0.87% | Reduce -2.7% | 909,189 | $47.0M |
| Boston Financial Mangement LLC | 1.35% | Reduce -0.1% | 863,658 | $44.7M |
| Sei Investments Co. | 0.06% | Add +3.9% | 850,367 | $44.0M |
| Cetera Investment Advisers | 0.09% | Reduce -7.3% | 831,208 | $43.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.57% | Reduce -1.7% | 828,741 | $42.8M |
| Legal & General Group Plc | 0.01% | New | 814,040 | $42.1M |
| Johns Hopkins University | 1.58% | Reduce -91.8% | 810,104 | $41.9M |
| Parkside Investments, LLC | 6.18% | Add +7.3% | 797,148 | $41.2M |
| Arkansas Financial Group, Inc. | 6.46% | Reduce -2.8% | 773,873 | $40.0M |
| Arax Advisory Partners | 2.50% | Add +2.9% | 766,930 | $39.7M |
| Focus Partners Wealth | 0.10% | Add +270.0% | 760,643 | $39.3M |
| Bangor Savings Bank | 3.60% | Add +3.1% | 741,557 | $38.3M |
| Meeder Advisory Services, Inc. | 2.35% | Add +9.7% | 729,081 | $37.7M |
| Maryland Capital Advisors Inc. | 17.42% | Add +23.3% | 726,958 | $37.6M |
| Bank of Montreal | 0.02% | Add +42.9% | 715,891 | $37.0M |
| Cutler Investment Counsel LLC | 4.53% | Add +5.4% | 705,070 | $36.5M |
| Rockefeller Capital Management L.P. | 0.09% | Add +49.5% | 682,346 | $35.3M |
| Zurich Insurance Group Ltd | 0.29% | No change | 679,581 | $35.1M |
| American Family Investments, Inc. | 1.68% | No change | 670,543 | $34.7M |
| PDS Planning, Inc | 3.04% | Add +6.1% | 662,772 | $34.3M |
| Osaic Holdings, Inc. | 0.08% | Add +69.7% | 918,172 | $34.1M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -6.8% | 649,770 | $33.6M |
| United Capital Financial Advisors, LLC | 0.28% | Reduce -6.9% | 641,149 | $33.1M |
| Ritholtz Wealth Management | 0.96% | Add +6.6% | 632,748 | $32.7M |
| NewSquare Capital LLC | 2.61% | Reduce -0.7% | 630,394 | $32.6M |
| Bartlett & Co. Wealth Management LLC | 0.47% | Add +7.3% | 629,111 | $32.5M |
| DT Investment Partners, LLC | 2.74% | Add +1.3% | 626,317 | $32.4M |
| Procyon Advisors, LLC | 1.82% | Add +33.4% | 551,489 | $28.5M |
| OneDigital Investment Advisors LLC | 0.33% | Add +0.2% | 542,909 | $28.1M |
| 1832 Asset Management L.P. | 0.05% | Reduce -2.9% | 526,201 | $27.2M |
| Prudential Financial Inc. | 0.04% | Reduce -1.5% | 520,000 | $26.9M |
| Atwood & Palmer Inc. | 1.82% | Add +3.1% | 512,838 | $26.5M |
| Boyd Watterson Asset Management LLC | 7.33% | Reduce -15.4% | 504,683 | $26.1M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -6.3% | 495,158 | $25.6M |
| Lutz Financial Services LLC | 2.01% | Add +1.3% | 481,871 | $24.9M |
| Pathstone Holdings, LLC | 0.11% | Reduce -49.2% | 477,143 | $24.7M |
| Chicago Partners Investment Group LLC | 0.81% | Add +8.1% | 470,148 | $24.3M |
| Arch Capital Group LTD. | 5.67% | Reduce -78.4% | 469,378 | $24.3M |
| Dakota Wealth Management | 0.56% | Add +14.0% | 468,304 | $24.2M |
| Nelson Capital Management, LLC | 3.94% | Add +7.2% | 458,883 | $23.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -29.0% | 453,371 | $23.4M |
| TD Private Client Wealth LLC | 0.64% | Add +10.3% | 442,401 | $22.9M |
| Leavell Investment Management, Inc. | 1.08% | Add +20.9% | 425,164 | $22.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +16.9% | 417,300 | $21.6M |
| Fiduciary Group, LLC | 2.14% | Add +1.6% | 412,886 | $21.3M |
| Benjamin Edwards Inc. | 0.30% | Reduce -16.4% | 412,223 | $21.3M |
| Courage Miller Partners, LLC | 7.03% | Add +2.6% | 397,056 | $20.5M |
| Mfa Wealth Advisors, LLC | 5.09% | Add +7.5% | 384,340 | $19.9M |
| Gradient Investments LLC | 0.40% | Add +11.7% | 383,160 | $19.8M |
| Presilium Private Wealth, LLC | 4.55% | Add +6.5% | 382,919 | $19.8M |
| Astoria Strategic Wealth, Inc. | 5.84% | Add +1.8% | 379,449 | $19.6M |
| Alley Investment Management Company, LLC | 2.48% | Add +0.4% | 378,538 | $19.6M |
| Stephens Group Asset Management, LLC | 1.63% | Add +1.4% | 377,765 | $19.5M |
| Bar Harbor Wealth Management | 1.27% | Reduce -3.6% | 376,478 | $19.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -2.1% | 370,375 | $19.1M |
| Amtrust Financial Services, Inc. | 9.03% | No change | 367,800 | $19.0M |
| SVB Wealth LLC | 0.35% | New | 359,300 | $18.6M |
| Graypoint LLC | 1.10% | Add +130.4% | 350,799 | $18.1M |
| Anchor Capital Advisors LLC | 0.50% | Reduce -0.4% | 336,959 | $17.4M |
| Monograph Wealth Advisors, LLC | 2.27% | Add +3.5% | 332,558 | $17.2M |
| Jacobson & Schmitt Advisors, LLC | 3.29% | Add +10.7% | 329,659 | $17.0M |
| Creative Planning | 0.02% | Add +3.3% | 326,198 | $16.9M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +7.7% | 322,419 | $16.7M |
| Guggenheim Capital LLC | 0.14% | Add +9.2% | 317,285 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.7% | 316,151 | $16.3M |
| Choreo, LLC | 0.23% | New | 314,034 | $16.2M |
| Summit Wealth Partners, LLC | 3.29% | Reduce -3.7% | 310,359 | $16.0M |
| Schaeffer Financial LLC | 15.98% | Add +2.5% | 309,894 | $16.0M |
| Family Manage LLC | 2.58% | Reduce -11.4% | 342,143 | $15.9M |
| Blue Fin Capital, Inc. | 2.92% | Add +7.0% | 306,619 | $15.9M |
| Marshall Wace, LLP | 0.02% | Add +18.6% | 306,100 | $15.8M |
| First Citizens Bank & Trust Co. | 0.29% | No change | 304,681 | $15.8M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 300,000 | $15.5M |
| Cerity Partners LLC | 0.03% | Reduce -2.3% | 298,402 | $15.4M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | No change | 295,500 | $15.3M |
| Financial Advocates Investment Management | 0.86% | Add +209.2% | 292,705 | $15.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -7.9% | 290,000 | $15.0M |
| Compton Financial Group, LLC | 4.43% | Add +5.4% | 288,416 | $14.9M |
| Strategic Investment Advisors / MI | 1.56% | Add +16.0% | 283,832 | $14.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | No change | 278,770 | $14.4M |
| Jane Street Group, LLC | 0.02% | Add +911.6% | 275,700 | $14.3M |
| Kwmg, LLC | 1.45% | Add +1.4% | 272,781 | $14.1M |
| IFP Advisors, Inc | 0.46% | Add +14.1% | 270,889 | $14.0M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -28.7% | 270,580 | $14.0M |
| Better Money Decisions, LLC | 9.61% | Add +3.6% | 268,340 | $13.9M |
| TCTC Holdings, LLC | 0.50% | Reduce -2.2% | 267,697 | $13.8M |
| Fortis Capital Management LLC | 2.54% | Add +6.2% | 264,716 | $13.7M |
| DDFG, Inc | 3.93% | Add +1.1% | 263,682 | $13.6M |
| RiverFront Investment Group, LLC | 0.31% | Reduce -40.4% | 261,851 | $13.5M |
| Smithfield Trust Co | 0.67% | Reduce -1.6% | 261,488 | $13.5M |
| Franklin Resources Inc. | 0.00% | Add +22.5% | 260,325 | $13.5M |
| NBT Bank, N.A. | 0.94% | Reduce -0.2% | 260,030 | $13.4M |
| Charter Oak Capital Management, LLC | 1.25% | Reduce -2.2% | 259,282 | $13.4M |
| Discipline Wealth Solutions, LLC | 6.21% | Add +7.9% | 259,130 | $13.4M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +15.6% | 253,104 | $13.1M |
| Dai-ichi Life Holdings, Inc. | 14.30% | Add +0.1% | 252,400 | $13.0M |
| Citigroup Inc. | 0.01% | Add +19.8% | 250,579 | $13.0M |
| Bray Capital Advisors | 3.45% | Reduce -37.9% | 246,354 | $12.7M |
| AE Wealth Management LLC | 0.11% | Reduce -8.4% | 244,086 | $12.6M |
| BlueSky Wealth Advisors, LLC | 1.96% | Reduce -0.9% | 242,430 | $12.5M |
| Payden & Rygel | 1.07% | New | 239,932 | $12.4M |
| Goelzer Investment Management, Inc. | 0.72% | Reduce -10.2% | 239,034 | $12.4M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +8.2% | 238,762 | $12.3M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +8.2% | 238,762 | $12.3M |
| D L Carlson Investment Group Inc. | 2.17% | Add +3.1% | 235,820 | $12.2M |
| Summit Financial, LLC | 0.42% | Add +16.9% | 232,384 | $12.0M |
| Prosperity Planning, Inc. | 5.32% | Add +5.7% | 225,973 | $11.7M |
| Larson Financial Group LLC | 0.60% | Reduce -1.9% | 224,337 | $11.6M |
| Black Diamond Financial, LLC | 1.73% | New | 222,699 | $11.5M |
| Alesco Advisors, LLC, An ESL Co | 0.36% | Add +2.1% | 220,565 | $11.4M |
| Avior Wealth Management, LLC | 0.41% | Reduce -1.1% | 218,782 | $11.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.8% | 217,593 | $11.3M |
| Bernardo Wealth Planning LLC | 2.70% | Add +22.6% | 218,623 | $11.3M |
| Pinnacle Financial Partners Inc | 0.22% | Reduce -0.8% | 209,584 | $10.9M |
| Citadel Advisors | 0.01% | New | 209,433 | $10.8M |
| James Investment Research, Inc. | 1.28% | Reduce -2.1% | 208,407 | $10.8M |
| Betterment LLC | 0.03% | Reduce -1.2% | 207,153 | $10.7M |
| CIBC Private Wealth Group LLC | 0.02% | Add +3.1% | 206,785 | $10.7M |
| Cwm, LLC | 0.04% | Add +13.1% | 201,043 | $10.4M |
| Scotia Capital Inc. | 0.05% | Reduce -1.3% | 198,386 | $10.3M |
| Hall Capital Management Co. Inc. | 4.73% | — | 195,934 | $10.1M |
| Caldwell Trust Co | 1.06% | Add +12.9% | 195,709 | $10.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +33.5% | 194,430 | $10.1M |
| Confluence Investment Management LLC | 0.14% | Reduce -15.1% | 194,307 | $10.0M |
| Galvin, Gaustad & Stein, LLC | 0.91% | Add +0.2% | 193,901 | $10.0M |
| Powers Advisory Group, LLC | 4.99% | Reduce -2.3% | 192,654 | $10.0M |
| Patriot Investment Management Group, Inc. | 0.74% | Reduce -1.8% | 191,665 | $9.9M |
| Waverly Advisors, LLC | 0.15% | Reduce -5.5% | 187,056 | $9.7M |
| Meritage Portfolio Management | 0.60% | Reduce -1.2% | 185,673 | $9.6M |
| Proffitt & Goodson Inc. | 1.58% | Add +6.6% | 183,649 | $9.5M |
| Bailard, Inc. | 0.24% | Add +27.7% | 182,091 | $9.4M |
| Pictet North America Advisors SA | 0.89% | Add +27.0% | 181,295 | $9.4M |
| Strategic Advocates LLC | 3.16% | Add +10.5% | 181,190 | $9.4M |
| Galilei Investment Office LLP | 4.72% | — | 180,762 | $9.3M |
| TD Waterhouse Canada Inc. | 0.07% | Add +2.0% | 174,553 | $9.0M |
| Crestwood Advisors Group, LLC | 0.17% | Reduce -8.8% | 171,955 | $8.9M |
| Ballentine Capital Advisors, Inc | 4.60% | Add +0.2% | 171,787 | $8.9M |
| ABLE Financial Group, LLC | 2.60% | Reduce -1.0% | 170,438 | $8.8M |
| PFG Advisors | 0.53% | Add +5.7% | 167,475 | $8.7M |
| Mendota Financial Group, LLC | 5.52% | Reduce -19.2% | 164,761 | $8.5M |
| Smith Salley Wealth Management | 0.54% | Add +1.8% | 162,690 | $8.4M |
| Woodmont Investment Counsel LLC | 0.62% | Reduce -21.6% | 161,549 | $8.4M |
| TD Asset Management Inc | 0.01% | No change | 160,121 | $8.3M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -1.2% | 159,179 | $8.2M |
| Aptus Capital Advisors, LLC | 0.10% | Add +946.4% | 158,305 | $8.2M |
| Gunma Bank,Ltd. | 2.68% | Add +61.9% | 157,000 | $8.1M |
| Delta Asset Management LLC | 0.72% | Add +0.8% | 155,445 | $8.0M |
| HSBC Holdings PLC | 0.00% | Reduce -5.0% | 153,819 | $8.0M |
| Dimension Capital Management LLC | 1.29% | Reduce -4.2% | 152,964 | $7.9M |
| Fifth Third Bancorp | 0.03% | Reduce -7.6% | 152,326 | $7.9M |
| Main Management LLC | 0.64% | Add +36.2% | 151,186 | $7.8M |
| Dynamic Advisor Solutions LLC | 0.34% | Add +3.8% | 150,078 | $7.8M |
| RFG - Bristol Wealth Advisors, LLC | 2.54% | — | 149,940 | $7.8M |
| Davis R M Inc. | 0.15% | Reduce -7.0% | 148,425 | $7.7M |
| SevenBridge Financial Group, LLC | 1.45% | Add +0.3% | 147,970 | $7.7M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -15.6% | 147,743 | $7.6M |
| Corient Private Wealth LP | 0.01% | Add +3.4% | 145,802 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -0.8% | 145,136 | $7.5M |
| Total Wealth Planning, LLC | 1.15% | Reduce -4.8% | 143,266 | $7.4M |
| Compound Planning, Inc. | 0.37% | Add +18.1% | 140,471 | $7.3M |
| MA Private Wealth | 1.36% | Add +9.4% | 140,405 | $7.3M |
| Meridian Wealth Management, LLC | 0.34% | Reduce -4.6% | 139,388 | $7.2M |
| Fairview Capital Investment Management, LLC | 0.37% | Reduce -3.4% | 136,590 | $7.1M |
| JPL Wealth Management, LLC | 2.01% | — | 136,078 | $7.0M |
| Eubel Brady & Suttman Asset Management Inc. | 1.00% | Reduce -0.8% | 136,017 | $7.0M |
| Hilton Capital Management, LLC | 0.60% | Reduce -22.8% | 133,770 | $6.9M |
| Financial Life Advisors | 2.59% | Add +4.7% | 133,608 | $6.9M |
| Apollon Wealth Management, LLC | 0.16% | Add +13.6% | 132,836 | $6.9M |
| Trustmark Bank Trust Department | 0.51% | Add +2.0% | 132,617 | $6.9M |
| Equitable Trust Co. | 0.38% | Add +10.5% | 131,570 | $6.8M |
| Sabal Trust CO | 0.39% | Reduce -15.4% | 131,140 | $6.8M |
| Wealthstar Advisors, LLC | 2.93% | — | 130,262 | $6.7M |
| Capital Investment Services of America, Inc. | 0.64% | Add +0.1% | 129,932 | $6.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.01% | Add +0.0% | 129,415 | $6.7M |
| Deutsche Bank AG | 0.00% | Reduce -0.0% | 129,382 | $6.7M |
| Wharton Business Group, LLC | 0.30% | Add +1.3% | 127,825 | $6.6M |
| Oppenheimer Asset Management Inc. | 0.08% | Add +0.3% | 126,643 | $6.5M |
| Disciplina Capital Management LLC | 1.10% | Reduce -14.1% | 126,152 | $6.5M |
| Roundview Capital LLC | 0.44% | Reduce -4.6% | 122,946 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -12.5% | 118,941 | $6.1M |
| Kiker Wealth Management, LLC | 4.97% | — | 118,678 | $6.1M |
| Regions Financial Corp. | 0.04% | Add +8.0% | 118,271 | $6.1M |
| Savant Capital, LLC | 0.05% | Add +161.2% | 117,722 | $6.1M |
| DAVENPORT & Co LLC | 0.04% | Add +16.9% | 117,428 | $6.1M |
| Resonant Capital Advisors, LLC | 0.43% | Add +5.8% | 115,009 | $5.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +19.8% | 115,000 | $5.9M |
| BG Investment Services, LLC | 5.97% | — | 114,620 | $5.9M |
| Capital Investment Counsel, LLC | 0.98% | Reduce -10.4% | 112,998 | $5.8M |
| UMB Bank, n.a. | 0.09% | Reduce -0.9% | 112,797 | $5.8M |
| Courier Capital LLC | 0.40% | Reduce -27.4% | 111,049 | $5.7M |
| NewEdge Advisors, LLC | 0.03% | Add +101.7% | 110,934 | $5.7M |
| Catalyst Capital Advisors LLC | 0.12% | Reduce -12.3% | 106,764 | $5.5M |
| Mutual Advisors, LLC | 0.16% | Add +1.8% | 106,398 | $5.5M |
| Diversified Portfolios, Inc. | 0.60% | Reduce -0.3% | 105,698 | $5.5M |
| Integrated Wealth Concepts LLC | 0.06% | Add +20.6% | 105,046 | $5.4M |
| Shore Point Advisors, LLC | 2.89% | Add +3.3% | 103,814 | $5.4M |
| Hennion & Walsh Asset Management, Inc. | 0.24% | Reduce -0.6% | 103,249 | $5.3M |
| Beacon Financial Group | 0.56% | Add +1.0% | 101,456 | $5.2M |
| Endurance Services Ltd | 0.87% | No change | 100,582 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -53.8% | 100,476 | $5.2M |
| Aspen Investment Management Inc | 2.36% | Add +14.1% | 98,143 | $5.1M |
| SouthState Bank Corp | 0.33% | Reduce -9.3% | 96,485 | $5.0M |
| Outlook Wealth Advisors, LLC | 1.38% | Add +0.9% | 92,855 | $4.8M |
| Providence Capital Advisors, LLC | 0.97% | Add +1.1% | 92,255 | $4.8M |
| Pines Wealth Management, LLC | 2.07% | — | 92,512 | $4.8M |
| Sigma Planning Corp | 0.15% | Add +0.9% | 92,030 | $4.8M |
| RHS Financial, LLC | 2.44% | Reduce -2.9% | 91,236 | $4.7M |
| Pinkerton Wealth, LLC | 0.68% | Reduce -2.9% | 91,207 | $4.7M |
| AmeriServ Wealth Advisors | 2.53% | — | 90,560 | $4.7M |
| JT Stratford LLC | 0.77% | Add +76.3% | 90,486 | $4.7M |
| Trinity Legacy Partners, LLC | 1.17% | Reduce -3.9% | 88,158 | $4.6M |
| Bull Street Advisors, LLC | 2.17% | Reduce -1.7% | 84,530 | $4.5M |
| Crescent Grove Advisors, LLC | 0.44% | Reduce -2.2% | 85,191 | $4.4M |
| Advisory Services Network, LLC | 0.08% | Add +136.2% | 82,978 | $4.3M |
| Heck Capital Advisors, LLC | 0.49% | Add +404.1% | 81,922 | $4.2M |
| Grey Ledge Advisors, LLC | 1.09% | Add +2.6% | 81,588 | $4.2M |
| KMG Fiduciary Partners, LLC | 0.35% | Add +6.3% | 81,168 | $4.2M |
| Trajan Wealth LLC | 0.23% | Add +12.2% | 79,720 | $4.1M |
| Boltwood Capital Management | 1.24% | Add +0.9% | 78,546 | $4.1M |
| Blair William & Co. | 0.01% | Add +20.7% | 78,397 | $4.1M |
| Investment Partners, LTD. | 1.67% | Add +13.2% | 78,228 | $4.0M |
| Diversify Wealth Management, LLC | 0.31% | Add +2.7% | 78,259 | $4.0M |
| YHB Investment Advisors, Inc. | 0.33% | Add +89.2% | 77,713 | $4.0M |
| Gradient Capital Advisors, LLC | 1.29% | Add +20.7% | 77,652 | $4.0M |
| HM Payson & Co. | 0.07% | No change | 76,676 | $4.0M |
| Comerica Bank | 0.02% | Reduce -18.3% | 76,531 | $4.0M |
| Welch & Forbes LLC | 0.05% | Reduce -3.7% | 76,164 | $3.9M |
| Nations Financial Group Inc, /Ia/ | 0.29% | Add +4.5% | 75,591 | $3.9M |
| Tableaux LLC | 3.23% | — | 75,542 | $3.9M |
| Chesley Taft & Associates LLC | 0.18% | Reduce -7.0% | 75,521 | $3.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +1.5% | 74,548 | $3.9M |
| Longview Financial Advisors LLC | 2.59% | — | 74,446 | $3.8M |
| Independent Financial Group, LLC | 0.13% | Add +38.6% | 74,345 | $3.8M |
| Focus Financial Network, Inc. | 0.15% | Add +3.7% | 74,090 | $3.8M |
| Amara Financial, Llc. | 3.53% | Reduce -6.8% | 73,908 | $3.8M |
| Agate Pass Investment Management, LLC | 1.72% | Reduce -1.1% | 73,697 | $3.8M |
| Burns J W & Co. Inc. | 0.48% | Add +38.6% | 72,582 | $3.8M |
| United Bank | 0.45% | Add +7.2% | 72,338 | $3.7M |
| Apella Capital, LLC | 0.14% | Add +7.3% | 72,217 | $3.7M |
| Lodestar Private Asset Management LLC | 0.47% | Add +5.9% | 72,214 | $3.7M |
| Capital City Trust Co. | 0.93% | No change | 72,002 | $3.7M |
| Curbstone Financial Management Corp | 0.78% | Reduce -0.6% | 71,690 | $3.7M |
| MTC Wealth Management LLC | 1.77% | Reduce -0.9% | 71,214 | $3.7M |
| Mgo One Seven LLC | 0.14% | Add +1201.1% | 69,205 | $3.6M |
| New World Advisors LLC | 0.86% | Reduce -4.9% | 68,723 | $3.6M |
| Juncture Wealth Strategies, LLC | 1.32% | Add +3.8% | 68,507 | $3.5M |
| LVW Advisors, LLC | 0.43% | Add +1.9% | 67,840 | $3.5M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -9.0% | 67,745 | $3.5M |
| Concourse Financial Group Securities, Inc. | 0.20% | Reduce -1.3% | 67,313 | $3.5M |
| Bokf, NA | 0.06% | Reduce -1.0% | 67,585 | $3.5M |
| Ally Invest Advisors Inc. | 0.30% | Add +5.1% | 67,354 | $3.5M |
| New South Capital Management Inc. | 0.15% | No change | 67,328 | $3.5M |
| Buffington Mohr McNeal | 0.56% | Reduce -5.2% | 64,827 | $3.4M |
| Whittier Trust Co. | 0.04% | Reduce -14.9% | 63,801 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -2.6% | 63,136 | $3.3M |
| Vectors Research Management, LLC | 1.11% | Reduce -31.5% | 62,792 | $3.2M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -6.2% | 61,553 | $3.2M |
| NTV Asset Management LLC | 0.42% | Add +4.4% | 61,185 | $3.2M |
| Gemmer Asset Management LLC | 0.31% | Add +9.0% | 60,791 | $3.1M |
| Parallel Advisors, LLC | 0.07% | Add +1.4% | 59,799 | $3.1M |
| Rathbones Group PLC | 0.01% | Add +11.4% | 59,780 | $3.1M |
| Hollencrest Capital Management | 0.12% | Reduce -2.9% | 59,265 | $3.1M |
| Schmidt P J Investment Management Inc. | 0.53% | Reduce -1.9% | 58,614 | $3.0M |
| Strategic Financial Services, Inc. | 0.18% | Add +60.0% | 58,429 | $3.0M |
| Washington Capital Management, Inc. | 2.39% | No change | 58,418 | $3.0M |
| Novem Group | 0.45% | — | 58,272 | $3.0M |
| Martin Capital Partners, LLC | 3.57% | Reduce -30.2% | 58,149 | $3.0M |
| Essential Planning, LLC. | 0.02% | New | 57,631 | $3.0M |
| Israel Discount Bank of New York | 2.18% | Reduce -10.2% | 57,944 | $3.0M |
| Vantagepoint Investment Advisers LLC | 0.47% | No change | 56,700 | $2.9M |
| Northstar Advisory Group, LLC | 1.48% | Add +38.4% | 56,094 | $2.9M |
| Croban | 2.83% | — | 55,751 | $2.9M |
| Wealth Advisors of Tampa Bay, LLC | 1.22% | No change | 55,126 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -25.6% | 54,286 | $2.8M |
| Ascent Group, LLC | 0.21% | Add +11.7% | 54,256 | $2.8M |
| Investment Advisory Group, LLC | 0.93% | Add +0.2% | 53,797 | $2.8M |
| Fiduciary Alliance LLC | 0.28% | Add +5.8% | 53,743 | $2.8M |
| SIMA Wealth Partners, LLC | 2.36% | Reduce -0.5% | 53,692 | $2.8M |
| One Day In July LLC | 0.29% | Add +3.4% | 53,624 | $2.8M |
| Vantage Financial Partners, LLC | 0.69% | Add +0.6% | 53,328 | $2.8M |
| Cary Street Partners Financial LLC | 0.09% | — | 52,933 | $2.7M |
| Argent Advisors, Inc. | 1.01% | Reduce -18.3% | 52,821 | $2.7M |
| Lowe Brockenbrough & Co. Inc. | 0.17% | Add +23.5% | 52,727 | $2.7M |
| Aries Wealth Management | 0.74% | Reduce -3.9% | 52,274 | $2.7M |
| Fire Capital Management LLC | 2.00% | — | 52,037 | $2.7M |
| Eagle Global Advisors LLC | 0.11% | Add +10.7% | 51,862 | $2.7M |
| E&G Advisors, LLC | 0.72% | Add +19.5% | 51,245 | $2.6M |
| Sage Advisory Services, Ltd.Co. | 1.56% | Reduce -62.6% | 50,864 | $2.6M |
| AMG National Trust Bank | 0.07% | Reduce -2.0% | 50,771 | $2.6M |
| Cobblestone Capital Advisors LLC | 0.14% | Add +3.2% | 50,205 | $2.6M |
| Lido Advisors, LLC | 0.02% | Add +10.9% | 49,544 | $2.6M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Reduce -0.8% | 49,109 | $2.5M |
| Park Avenue Securities LLC | 0.03% | Reduce -9.3% | 49,073 | $2.5M |
| Hunter Associates Investment Management LLC | 0.38% | Reduce -7.4% | 48,682 | $2.5M |
| Checchi Capital Advisers, LLC | 0.19% | Add +9.6% | 48,364 | $2.5M |
| Allianz Investment Management U.S. LLC | 0.18% | No change | 48,144 | $2.5M |
| Duncker Streett & Co. Inc. | 0.46% | No change | 47,874 | $2.5M |
| Algorithmic Investment Models, LLC | 1.90% | Reduce -3.1% | 47,766 | $2.5M |
| Princeton Global Asset Management LLC | 0.46% | Add +2.0% | 47,599 | $2.5M |
| Bigelow Investment Advisors, LLC | 1.15% | Add +0.0% | 47,571 | $2.5M |
| Running Point Capital Advisors, LLC | 0.82% | Add +21.1% | 46,344 | $2.4M |
| United Community Bank | 0.93% | Add +10.1% | 46,003 | $2.4M |
| DMC Group, LLC | 1.93% | Add +2.0% | 45,921 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -41.1% | 45,770 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.19% | No change | 45,614 | $2.4M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -2.9% | 45,082 | $2.3M |
| Cabot Wealth Management Inc. | 0.30% | Add +8.0% | 44,992 | $2.3M |
| My Legacy Advisors, LLC | 0.90% | Add +98.3% | 44,599 | $2.3M |
| Burke & Herbert Bank & Trust Co. | 0.54% | Reduce -0.1% | 44,163 | $2.3M |
| Unified Investment Management | 2.58% | — | 43,862 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +9.5% | 43,311 | $2.2M |
| IVC Wealth Advisors LLC | 1.25% | Add +1.0% | 43,298 | $2.2M |
| First International Bank & Trust | 0.72% | Add +2.4% | 43,266 | $2.2M |
| World Investment Advisors | 0.06% | Add +22.4% | 43,234 | $2.2M |
| Atria Investments, Inc | 0.03% | Reduce -67.7% | 43,230 | $2.2M |
| JBGlobal.com LLC | 2.36% | — | 43,228 | $2.2M |
| National Bank of Canada | 0.00% | Add +17.4% | 42,875 | $2.2M |
| Becker Capital Management Inc. | 0.07% | Add +7.8% | 42,812 | $2.2M |
| Bulltick Wealth Management, LLC | 0.51% | Add +13.4% | 42,255 | $2.2M |
| Ancora Advisors LLC | 0.05% | Add +17.9% | 42,016 | $2.2M |
| Physician Wealth Advisors, Inc. | 0.37% | Add +5.3% | 41,795 | $2.2M |
| Sapient Capital LLC | 0.04% | New | 41,630 | $2.2M |
| Two Sigma Securities, LLC | 0.39% | Add +129.7% | 41,241 | $2.1M |
| Glen Eagle Advisors, LLC | 0.35% | Add +1.6% | 41,143 | $2.1M |
| 1620 Investment Advisors, Inc. | 1.63% | Add +1.5% | 40,533 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -4.7% | 40,280 | $2.1M |
| Ifrah Financial Services, Inc. | 0.57% | Add +2.5% | 40,077 | $2.1M |
| One Wealth Map LLC | 1.26% | Reduce -0.8% | 39,786 | $2.1M |
| Sage Financial Group Inc. | 0.16% | Add +11.8% | 39,589 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | New | 39,419 | $2.0M |
| Wescott Financial Advisory Group, LLC | 0.21% | Reduce -18.1% | 39,147 | $2.0M |
| Sowell Financial Services LLC | 0.11% | New | 39,081 | $2.0M |
| Wilshire Advisors LLC | 0.73% | Reduce -1.9% | 38,838 | $2.0M |
| Factor Wealth Management LTD | 0.66% | — | 38,700 | $2.0M |
| Buska Wealth Management, LLC | 0.64% | Add +138.3% | 38,419 | $2.0M |
| AlTi Global, Inc. | 0.05% | Reduce -20.7% | 38,237 | $2.0M |
| First Trust Advisors LP | 0.00% | Reduce -0.2% | 38,062 | $2.0M |
| Steele Capital Management, Inc. | 0.10% | Reduce -9.7% | 37,901 | $2.0M |
| Aprio Wealth Management, LLC | 0.28% | Reduce -1.4% | 37,767 | $2.0M |
| Tilia Fiduciary Partners, Inc. | 1.33% | Add +2.1% | 37,745 | $2.0M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Reduce -35.3% | 37,360 | $1.9M |
| GFG Capital, LLC | 0.53% | No change | 37,297 | $1.9M |
| FDx Advisors, Inc. | 0.56% | Reduce -41.4% | 37,138 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.12% | Reduce -44.4% | 37,083 | $1.9M |
| Mattson Financial Services, LLC | 0.60% | New | 36,080 | $1.9M |
| Dohj, LLC | 0.44% | Add +127.8% | 36,700 | $1.9M |
| Global Retirement Partners, LLC | 0.05% | Reduce -17.1% | 34,736 | $1.8M |
| M Holdings Securities, Inc. | 0.29% | New | 34,550 | $1.8M |
| Winthrop Capital Management, LLC | 0.47% | New | 33,940 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.28% | Add +6.3% | 33,913 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -1.2% | 33,809 | $1.7M |
| Compass Ion Advisors, LLC | 0.20% | Reduce -2.0% | 33,418 | $1.7M |
| Hancock Whitney Corp. | 0.05% | Reduce -2.9% | 33,222 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Add +1.6% | 31,887 | $1.6M |
| &partners | 0.02% | Add +3.8% | 31,868 | $1.6M |
| Cooksen Wealth, LLC | 1.51% | Add +0.6% | 31,687 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +377.1% | 31,669 | $1.6M |
| Armor Investment Advisors, LLC | 0.67% | No change | 31,595 | $1.6M |
| Flagstar Securities, Inc. | 0.40% | Add +7.7% | 31,428 | $1.6M |
| First Washington CORP | 0.57% | No change | 31,420 | $1.6M |
| Enclave Advisors LLC | 0.27% | Reduce -10.2% | 31,341 | $1.6M |
| Sovereign Financial Group, Inc. | 0.37% | Reduce -3.4% | 31,339 | $1.6M |
| Signet Financial Management, LLC | 0.20% | Reduce -0.6% | 30,739 | $1.6M |
| Simplicity Wealth,LLC | 0.33% | Add +48.8% | 30,718 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Reduce -0.5% | 30,711 | $1.6M |
| Tritonpoint Wealth, LLC | 0.14% | Reduce -2.8% | 30,496 | $1.6M |
| Rothschild Investment LLC | 0.10% | Add +0.8% | 30,450 | $1.6M |
| Capital Insight Partners, LLC | 0.27% | Reduce -0.6% | 30,365 | $1.6M |
| Weaver Consulting Group | 0.48% | Add +6.3% | 30,259 | $1.6M |
| Werba Rubin Papier Wealth Management | 0.37% | Reduce -1.5% | 30,217 | $1.6M |
| Trivium Point Advisory, LLC | 0.20% | Add +1.9% | 29,922 | $1.5M |
| A. D. Beadell Investment Counsel, Inc. | 1.25% | Add +0.8% | 29,900 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +39.0% | 29,569 | $1.5M |
| Sheets Smith Wealth Management | 0.19% | Reduce -0.0% | 29,560 | $1.5M |
| Ingalls & Snyder LLC | 0.06% | No change | 29,506 | $1.5M |
| City National Bank of Florida | 1.38% | — | 29,204 | $1.5M |
| Kovack Advisors, Inc. | 0.15% | Add +3.0% | 28,990 | $1.5M |
| Brown Financial Advisors | 0.60% | Add +15.2% | 28,724 | $1.5M |
| Arkadios Wealth Advisors | 0.08% | Add +0.0% | 27,896 | $1.4M |
| FSA Investment Group, LLC | 1.25% | — | 27,921 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -27.8% | 27,588 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +391.4% | 27,504 | $1.4M |
| F/m Investments LLC | 0.05% | New | 27,211 | $1.4M |
| Forte Asset Management LLC | 0.74% | Reduce -2.3% | 26,902 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | Reduce -2.6% | 26,811 | $1.4M |
| Ballentine Partners, LLC | 0.02% | No change | 26,720 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Reduce -2.7% | 26,551 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +1.4% | 26,381 | $1.4M |
| Mittelman Wealth Management | 1.24% | Reduce -47.0% | 25,796 | $1.3M |
| Quantitative Strategies, Inc. | 0.71% | Add +25.4% | 25,796 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +11.2% | 25,737 | $1.3M |
| Gilbert & Cook, Inc. | 0.19% | Reduce -48.6% | 25,739 | $1.3M |
| Godsey & Gibb, Inc. | 0.13% | Add +12.4% | 25,692 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | Add +36.2% | 25,567 | $1.3M |
| Peregrine Asset Advisers, Inc. | 0.49% | Reduce -3.6% | 25,489 | $1.3M |
| Coordinated Financial Services, Inc. | 1.04% | — | 25,473 | $1.3M |
| Y.D. More Investments Ltd | 0.12% | Add +1.4% | 25,130 | $1.3M |
| Advisor OS, LLC | 0.15% | Add +10.6% | 25,082 | $1.3M |
| FineMark National Bank & Trust | 0.04% | Reduce -5.5% | 24,928 | $1.3M |
| Vise Technologies, Inc. | 0.11% | Add +1.2% | 24,869 | $1.3M |
| GEN Financial Management, INC. | 0.81% | — | 24,234 | $1.3M |
| Evergreen Capital Management LLC | 0.04% | Reduce -21.9% | 23,860 | $1.2M |
| Spire Wealth Management | 0.04% | Reduce -3.6% | 23,804 | $1.2M |
| XY Planning Network, Inc. | 0.92% | — | 23,661 | $1.2M |
| GC Wealth Management RIA, LLC | 0.21% | Reduce -14.0% | 23,660 | $1.2M |
| Pacific Point Advisors, LLC | 0.74% | — | 23,476 | $1.2M |
| Peoples Bank | 0.72% | Add +1.8% | 23,516 | $1.2M |
| National Philanthropic Trust | 0.02% | Reduce -2.5% | 23,344 | $1.2M |
| Naples Global Advisors, LLC | 0.11% | Add +29.8% | 23,326 | $1.2M |
| Bingham Private Wealth, LLC | 1.27% | — | 23,022 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.10% | Reduce -6.9% | 22,787 | $1.2M |
| Calamos Wealth Management LLC | 0.06% | No change | 22,373 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +49.5% | 22,333 | $1.2M |
| Rinkey Investments | 0.37% | Reduce -38.0% | 22,277 | $1.2M |
| Jmac Enterprises LLC | 0.18% | Add +2.0% | 22,252 | $1.2M |
| Millennium Management | 0.00% | Reduce -54.4% | 22,203 | $1.1M |
| Exchange Bank | 0.92% | No change | 22,163 | $1.1M |
| Winebrenner Capital Management LLC | 0.88% | — | 22,136 | $1.1M |
| DecisionMap Wealth Management, LLC | 0.90% | — | 22,079 | $1.1M |
| Apex Wealth Management, LLC | 0.98% | — | 22,067 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Add +8.5% | 22,065 | $1.1M |
| Orange Investment Advisors, Inc. | 0.13% | Reduce -8.5% | 21,581 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -19.5% | 21,515 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +30.3% | 21,467 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -12.7% | 21,457 | $1.1M |
| Northeast Financial Group, Inc. | 0.42% | Add +0.1% | 21,422 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -18.8% | 21,349 | $1.1M |
| Equita Financial Network, Inc. | 0.39% | Add +5.8% | 20,883 | $1.1M |
| White Pine Capital LLC | 0.36% | Add +1.1% | 20,699 | $1.1M |
| Synovus Financial Corp. | 0.01% | Add +1.0% | 20,555 | $1.1M |
| Banque Pictet & Cie SA | 0.01% | Add +33.9% | 20,486 | $1.1M |
| CW Advisors, LLC | 0.01% | Add +30.0% | 20,435 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.6% | 20,313 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +221.0% | 20,294 | $1.0M |
| Nvwm, LLC | 0.26% | New | 20,278 | $1.0M |
| Wulff, Hansen & Co. | 0.99% | Reduce -6.2% | 20,210 | $1.0M |
| Stelac Advisory Services LLC | 0.40% | No change | 19,949 | $1.0M |
| Red Cedar Investment Management, LLC | 0.13% | No change | 19,907 | $1.0M |
| Plancorp, LLC | 0.04% | Add +0.2% | 19,881 | $1.0M |
| Kanawha Capital Management LLC | 0.08% | Add +1.5% | 19,770 | $1.0M |
| Grand Wealth Management, LLC | 0.57% | No change | 19,761 | $1.0M |
| Roger Wittlin Investment Advisory, LLC | 0.57% | Reduce -38.6% | 19,559 | $1.0M |
| Keel Point, LLC | 0.08% | Add +3.8% | 19,517 | $1.0M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | New | 19,516 | $1.0M |
| Rockbridge Investment Management, LCC | 0.13% | No change | 19,484 | $1.0M |
| Zacks Investment Management | 0.01% | Add +2.5% | 19,452 | $1.0M |
| Independent Advisor Alliance | 0.01% | New | 19,339 | $1000K |
| Cresset Asset Management, LLC | 0.00% | Add +17.5% | 19,283 | $997K |
| Nwam LLC | 0.06% | Reduce -60.3% | 19,247 | $995K |
| HRT Financial LP | 0.01% | Reduce -69.7% | 19,227 | $994K |
| Transatlantique Private Wealth LLC | 0.38% | No change | 19,215 | $993K |
| CIBC Asset Management Inc | 0.00% | Reduce -0.2% | 19,042 | $984K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -7.2% | 17,217 | $982K |
| White Lighthouse Investment Management Inc. | 0.17% | Add +4.4% | 18,820 | $973K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -2.9% | 18,804 | $972K |
| Lewis Asset Management, LLC | 0.74% | Add +0.8% | 18,631 | $963K |
| Bear Mountain Capital, Inc. | 0.37% | Reduce -20.7% | 18,451 | $956K |
| Bessemer Group Inc. | 0.00% | Reduce -36.0% | 18,419 | $953K |
| Savvy Advisors, Inc. | 0.11% | Add +15.4% | 18,283 | $945K |
| Wambolt & Associates, LLC | 0.30% | Reduce -2.7% | 18,108 | $936K |
| CWA Asset Management Group, LLC | 0.05% | New | 18,069 | $934K |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.5% | 18,052 | $933K |
| MMBG Investment Advisors Co. | 0.10% | Add +8.3% | 18,032 | $932K |
| Advisory Research Inc. | 0.15% | No change | 17,830 | $922K |
| SimpliFi, Inc. | 0.42% | New | 17,819 | $921K |
| Blalock Williams, LLC | 1.07% | — | 17,726 | $916K |
| Fonville Wealth Management LLC | 0.29% | Reduce -0.1% | 17,135 | $886K |
| GTS Securities LLC | 0.04% | Add +120.8% | 17,000 | $879K |
| IFG Advisory, LLC | 0.05% | Add +0.7% | 16,871 | $872K |
| Stonekeep Investments, LLC | 0.65% | No change | 16,853 | $871K |
| American Institute for Advanced Investment Management, LLP | 0.65% | Reduce -1.5% | 16,798 | $868K |
| Union Savings Bank | 0.43% | Add +94.7% | 16,792 | $868K |
| SkyOak Wealth, LLC | 0.18% | Add +3.0% | 16,707 | $864K |
| LaFleur & Godfrey LLC | 0.12% | Add +25.9% | 16,609 | $859K |
| AdvisorNet Financial, Inc | 0.07% | Reduce -2.0% | 16,100 | $832K |
| Forum Private Client Group LLC | 0.37% | Add +3.1% | 16,026 | $829K |
| Hudson Portfolio Management LLC | 0.81% | Add +38.1% | 15,978 | $826K |
| Colton Groome Financial Advisors, LLC | 0.32% | New | 15,950 | $825K |
| Voya Financial Advisors, Inc. | 0.09% | Reduce -34.0% | 15,757 | $815K |
| Visionary Wealth Advisors | 0.05% | Reduce -17.5% | 15,496 | $801K |
| Cardinal Capital Management | 0.12% | No change | 15,340 | $793K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +0.1% | 15,223 | $787K |
| SWP Financial LLC | 0.47% | Reduce -93.1% | 15,204 | $786K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +61.4% | 15,194 | $786K |
| Grey Fox Wealth Advisors, LLC | 0.21% | Reduce -1.0% | 15,101 | $781K |
| First Horizon Advisors, Inc. | 0.02% | Add +14.6% | 15,060 | $779K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -1.9% | 14,919 | $771K |
| TFB Advisors LLC | 0.22% | Add +0.5% | 14,897 | $770K |
| Jones Financial Companies LLLP | 0.00% | Add +81.7% | 14,879 | $769K |
| Harbour Investments, Inc. | 0.02% | Reduce -3.6% | 14,870 | $769K |
| Mount Lucas Management LP | 0.27% | Add +4.3% | 14,803 | $765K |
| Pekin Hardy Strauss, Inc. | 0.10% | Add +1.4% | 14,740 | $762K |
| Lazari Capital Management, Inc. | 0.30% | Add +65.3% | 14,652 | $758K |
| Schechter Investment Advisors, LLC | 0.06% | Reduce -8.9% | 14,594 | $754K |
| Saiph Capital, LLC | 0.34% | Reduce -6.6% | 14,594 | $754K |
| Waterloo Capital, L.P. | 0.08% | Add +91.2% | 14,577 | $754K |
| SlateStone Wealth, LLC | 0.07% | Add +2.8% | 14,545 | $752K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.32% | — | 14,460 | $748K |
| Verdence Capital Advisors LLC | 0.06% | Add +0.7% | 14,390 | $744K |
| Northland Capital Management LLC | 0.55% | New | 14,342 | $741K |
| Acorn Wealth Advisors, LLC | 0.31% | Reduce -0.7% | 14,312 | $740K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +859.1% | 14,290 | $739K |
| Engineers Gate Manager LP | 0.01% | Reduce -64.2% | 14,247 | $737K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -2.8% | 14,141 | $731K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -36.8% | 14,125 | $730K |
| Sunburst Financial Group, LLC | 0.18% | No change | 14,057 | $727K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 13,848 | $716K |
| Councilor Wealth, LLC | 0.34% | Add +1.2% | 13,775 | $712K |
| BNP Paribas | 0.01% | No change | 13,757 | $711K |
| American Trust | 0.05% | New | 13,657 | $706K |
| ARK & TLK Investments, LLC | 0.24% | No change | 13,629 | $705K |
| BankPlus Trust Department | 0.23% | — | 13,406 | $693K |
| Octavia Wealth Advisors, LLC | 0.08% | Add +0.1% | 13,299 | $688K |
| PFG Investments, LLC | 0.04% | Add +43.8% | 13,179 | $681K |
| Cumberland Partners Ltd | 0.05% | Add +19.2% | 13,070 | $676K |
| Farther Finance Advisors, LLC | 0.02% | Add +14.5% | 12,972 | $671K |
| Wynn Capital, LLC | 0.42% | No change | 12,900 | $667K |
| FourThought Financial Partners, LLC | 0.07% | No change | 12,738 | $659K |
| Phoenix Financial Ltd. | 0.01% | Reduce -35.7% | 12,698 | $656K |
| American Financial Advisors, LLC | 0.09% | Reduce -0.7% | 12,665 | $655K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 12,642 | $654K |
| Kingstone Capital Partners Texas, LLC | 0.52% | — | 12,264 | $634K |
| Hilltop Holdings Inc. | 0.04% | Reduce -39.7% | 12,243 | $633K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -40.0% | 12,239 | $633K |
| Phillips Financial Management, LLC | 0.05% | Add +0.0% | 12,229 | $632K |
| Avant Financial Advisors LLC | 0.58% | — | 12,195 | $630K |
| Peloton Wealth Strategists | 0.26% | Add +7.1% | 12,167 | $629K |
| LYNX Capital Group Ltd. | 0.36% | Add +0.0% | 12,099 | $626K |
| Pension & Wealth Management Advisors, Inc. | 0.25% | New | 11,965 | $619K |
| Dodds Wealth, LLC | 0.20% | Add +0.0% | 11,866 | $615K |
| Curtis Advisory Group, LLC | 0.16% | Add +81.3% | 11,889 | $615K |
| 1834 Investment Advisors Co. | 0.08% | Add +3.2% | 11,818 | $611K |
| Genesis Wealth Advisors, LLC | 0.52% | — | 11,629 | $601K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -5.9% | 11,606 | $600K |
| Principal Securities, Inc. | 0.01% | Reduce -8.6% | 11,550 | $597K |
| City of London Investment Management Co. Ltd. | 0.06% | New | 11,469 | $593K |
| Swmg, LLC | 0.24% | Reduce -13.4% | 11,403 | $591K |
| Commerce Bank | 0.00% | Reduce -0.9% | 11,256 | $582K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -32.8% | 11,222 | $580K |
| Client 1ST Advisory Group, LLC | 0.22% | No change | 11,077 | $573K |
| Paladin Wealth, LLC | 0.49% | Add +50.0% | 11,026 | $570K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.2% | 10,976 | $567K |
| Peninsula Wealth, LLC | 0.10% | Reduce -52.2% | 10,976 | $567K |
| Criterion Capital Advisors, LLC | 0.36% | No change | 11,070 | $567K |
| Financial Counselors Inc. | 0.01% | Reduce -17.5% | 10,902 | $564K |
| Waters Parkerson & Co., LLC | 0.03% | Add +43.9% | 10,895 | $563K |
| Wealth Advisory Solutions, LLC | 0.16% | Reduce -2.8% | 10,866 | $562K |
| Legacy Bridge, LLC | 0.29% | Add +0.0% | 10,656 | $551K |
| D.A. Davidson & Co. | 0.00% | Add +2.2% | 10,646 | $550K |
| Golden State Wealth Management, LLC | 0.08% | — | 10,452 | $540K |
| Brighton Jones LLC | 0.02% | New | 10,419 | $539K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -8.8% | 10,408 | $538K |
| Wingate Wealth Advisors, Inc. | 0.52% | — | 10,319 | $533K |
| Level Four Advisory Services, LLC | 0.02% | No change | 10,262 | $531K |
| Essex Financial Services, Inc. | 0.04% | Reduce -6.7% | 10,152 | $525K |
| RFG Advisory, LLC | 0.01% | Add +2.4% | 10,114 | $523K |
| Vision Financial Markets LLC | 0.56% | — | 10,000 | $517K |
| Cascade Wealth Advisors, Inc | 0.35% | No change | 10,000 | $517K |
| First Hawaiian Bank | 0.02% | Add +0.8% | 9,930 | $513K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,916 | $513K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -6.2% | 9,879 | $511K |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.9% | 9,782 | $506K |
| 1492 Capital Management LLC | 0.24% | Add +96.5% | 9,654 | $499K |
| Allie Family Office LLC | 0.28% | Add +89.9% | 9,572 | $496K |
| Rockwood Wealth Management, LLC | 0.05% | Reduce -72.5% | 9,585 | $496K |
| AllSquare Wealth Management LLC | 0.28% | No change | 9,568 | $495K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -1.5% | 9,484 | $490K |
| Keeley-Teton Advisors, LLC | 0.06% | Reduce -30.7% | 9,382 | $485K |
| Rede Wealth, LLC | 0.18% | Reduce -0.2% | 9,271 | $479K |
| Boston Family Office LLC | 0.03% | Reduce -0.8% | 9,260 | $479K |
| Alexis Investment Partners, LLC | 0.23% | — | 9,250 | $478K |
| WMS Partners, LLC | 0.03% | No change | 9,224 | $477K |
| Sachetta, LLC | 0.19% | No change | 9,200 | $476K |
| Hart & Patterson Financial Group LLC | 0.23% | Add +6.2% | 9,138 | $472K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -4.0% | 9,083 | $470K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -4.2% | 9,028 | $467K |
| Aveo Capital Partners, LLC | 0.05% | Add +1.3% | 9,022 | $466K |
| Hohimer Wealth Management, LLC | 0.09% | Add +0.0% | 8,998 | $465K |
| IHT Wealth Management, LLC | 0.01% | Reduce -57.1% | 8,863 | $458K |
| Edgestream Partners, L.P. | 0.02% | Reduce -59.1% | 8,785 | $454K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 8,742 | $452K |
| Cornerstone Wealth Group, LLC | 0.04% | Reduce -2.1% | 8,649 | $447K |
| Verum Partners LLC | 0.13% | Add +1.4% | 8,576 | $443K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +1.0% | 8,546 | $442K |
| Marathon Strategic Advisors, LLC | 0.48% | Reduce -7.3% | 8,528 | $441K |
| Brucke Financial, Inc. | 0.38% | — | 8,469 | $441K |
| Successful Portfolios LLC | 0.29% | Reduce -3.4% | 8,492 | $439K |
| Ameliora Wealth Management Ltd. | 0.16% | No change | 8,488 | $439K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -9.2% | 8,468 | $438K |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 0.44% | No change | 8,404 | $434K |
| Janney Capital Management LLC | 0.03% | Reduce -3.9% | 8,381 | $433K |
| WealthBridge Capital Management, LLC | 0.12% | Add +4.4% | 8,354 | $432K |
| First United Bank & Trust | 0.15% | Reduce -13.8% | 8,236 | $426K |
| Creekmur Asset Management LLC | 0.10% | Reduce -0.1% | 8,202 | $424K |
| Equitable Holdings, Inc. | 0.00% | Reduce -19.5% | 8,195 | $424K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +0.1% | 8,182 | $423K |
| Insigneo Advisory Services, LLC | 0.04% | Add +57.6% | 8,175 | $423K |
| Panoramic Investment Advisors, LLC | 0.28% | Reduce -5.5% | 8,174 | $423K |
| Signal Advisors Wealth, LLC | 0.05% | Add +55.8% | 8,041 | $416K |
| Arete Wealth Advisors, LLC | 0.03% | Add +17.3% | 8,024 | $415K |
| Ceeto Capital Group, LLC | 0.15% | No change | 8,000 | $414K |
| PCG Wealth Advisors, LLC | 0.15% | New | 8,000 | $414K |
| Marex Group Ltd | 0.01% | No change | 8,000 | $414K |
| Garrison Point Advisors, LLC | 0.19% | Add +2.2% | 7,940 | $410K |
| Elyxium Wealth, LLC | 0.25% | No change | 7,914 | $409K |
| Rialto Wealth Management, LLC | 0.13% | — | 7,878 | $407K |
| Truefg, LLC | 0.13% | Add +2.1% | 7,851 | $406K |
| Orleans Capital Management Corp. | 0.22% | Add +7.0% | 7,660 | $397K |
| D.B. Root & Company, LLC | 0.12% | Add +8.6% | 7,590 | $392K |
| Private Trust Co. NA | 0.04% | Reduce -1.3% | 7,572 | $391K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -6.9% | 7,572 | $391K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.5% | 7,533 | $389K |
| First Manhattan Co. Llc. | 0.00% | Add +6.5% | 7,502 | $388K |
| Sunbelt Securities, Inc. | 0.03% | Add +14.5% | 7,460 | $386K |
| Innealta Capital, LLC | 0.19% | Reduce -16.4% | 7,457 | $386K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -59.4% | 7,450 | $385K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -14.0% | 7,435 | $384K |
| CGN Advisors LLC | 0.04% | Add +0.2% | 7,407 | $383K |
| Cibc World Market Inc. | 0.00% | Add +1.5% | 7,349 | $380K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -40.1% | 7,331 | $379K |
| M&T Bank Corp | 0.00% | No change | 7,317 | $378K |
| Panoramic Capital Partners, LLC | 0.33% | — | 7,295 | $377K |
| Wedbush Securities Inc. | 0.01% | Reduce -49.4% | 7,156 | $370K |
| Clearbridge Investments, LLC | 0.00% | Add +0.9% | 7,096 | $367K |
| Calton & Associates, Inc. | 0.16% | New | 7,086 | $366K |
| Strategy Asset Managers LLC | 0.07% | Reduce -14.3% | 7,085 | $366K |
| Hexagon Capital Partners LLC | 0.07% | Reduce -0.7% | 7,051 | $365K |
| CFM Wealth Partners LLC | 0.06% | No change | 7,042 | $364K |
| Two West Capital Advisors LLC | 0.31% | Add +75.3% | 6,953 | $359K |
| Sovran Advisors, LLC | 0.05% | — | 6,928 | $357K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -2.6% | 6,877 | $356K |
| Atlantic Edge Private Wealth Management, LLC | 0.11% | Reduce -3.0% | 6,868 | $355K |
| GWN Securities Inc. | 0.09% | — | 6,844 | $354K |
| Value Partners Investments Inc. | 0.20% | Reduce -15.5% | 6,833 | $353K |
| Cottage Street Advisors LLC | 0.18% | No change | 6,670 | $345K |
| BTG Pactual Asset Management US LLC | 0.04% | No change | 6,407 | $344K |
| Arrow Financial Corp | 0.03% | Reduce -16.8% | 6,607 | $342K |
| Autumn Glory Partners, LLC | 0.17% | Add +27.8% | 6,605 | $341K |
| HB Wealth Management, LLC | 0.00% | No change | 6,602 | $341K |
| Seascape Capital Management | 0.12% | No change | 6,600 | $341K |
| Cypress Capital Group | 0.04% | Reduce -7.6% | 6,584 | $340K |
| West Michigan Advisors, LLC | 0.10% | Add +2.5% | 6,530 | $338K |
| Ninety One UK Ltd | 0.00% | No change | 6,520 | $337K |
| Obermeyer Wealth Partners | 0.02% | Reduce -8.9% | 6,507 | $336K |
| Disciplined Investments, LLC | 0.17% | Reduce -29.7% | 6,487 | $335K |
| Brady Family Wealth, LLC | 0.10% | Reduce -15.9% | 6,473 | $335K |
| Centaurus Financial, Inc. | 0.02% | Reduce -4.2% | 6,446 | $333K |
| Argent Trust Co | 0.01% | Reduce -1.5% | 6,430 | $332K |
| Capital Advisors Wealth Management, LLC | 0.06% | Reduce -23.8% | 6,333 | $327K |
| Keystone Financial Group, Inc. | 0.26% | — | 6,291 | $325K |
| Vermillion & White Wealth Management Group, LLC | 0.24% | No change | 6,284 | $325K |
| Patten Group, Inc. | 0.07% | Add +2.8% | 6,243 | $323K |
| Townsend & Associates, Inc | 0.03% | Reduce -2.9% | 6,152 | $319K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -1.6% | 6,079 | $314K |
| Strive Asset Management, LLC | 0.23% | — | 6,053 | $313K |
| Park Place Capital Corp | 0.09% | Add +66.9% | 6,052 | $313K |
| Howard Bailey Securities, LLC | 0.12% | Add +2.1% | 6,047 | $313K |
| L.M. Kohn & Company | 0.08% | Reduce -64.8% | 6,021 | $311K |
| Seelaus Asset Management LLC | 0.29% | Reduce -0.7% | 6,013 | $311K |
| CreativeOne Wealth, LLC | 0.01% | Add +7.6% | 5,988 | $310K |
| 4J Wealth Management LLC | 0.25% | Reduce -7.7% | 5,954 | $308K |
| TD Capital Management LLC | 0.03% | No change | 5,950 | $308K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.0% | 5,884 | $304K |
| Hoxton Planning & Management, LLC | 0.11% | Reduce -1.4% | 5,815 | $301K |
| NewEdge Wealth, LLC | 0.01% | Add +41.5% | 5,780 | $299K |
| Ieq Capital, LLC | 0.00% | New | 5,780 | $299K |
| McAdam, LLC | 0.02% | Reduce -9.0% | 5,765 | $298K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +1.9% | 5,752 | $297K |
| Fisher Asset Management | 0.00% | Reduce -22.6% | 5,746 | $297K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 5,719 | $296K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 5,700 | $295K |
| K2 Financial Inc. | 0.29% | — | 5,705 | $294K |
| Wesbanco Bank Inc. | 0.01% | Add +1.8% | 5,633 | $291K |
| Family Capital Trust Co | 0.10% | Reduce -52.6% | 5,612 | $290K |
| SteelPeak Wealth, LLC | 0.01% | Add +27.4% | 5,495 | $284K |
| Ridgewood Investments LLC | 0.14% | Add +41.4% | 5,492 | $284K |
| PKS Advisory Services, LLC | 0.07% | — | 5,475 | $283K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +0.2% | 5,462 | $282K |
| Aspiriant, LLC | 0.01% | No change | 5,432 | $281K |
| Peak Planning Group, LLC | 0.12% | Add +0.4% | 5,416 | $280K |
| Intergy Private Wealth, LLC | 0.10% | Add +10.9% | 5,411 | $280K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 5,410 | $280K |
| Cascade Financial Partners, LLC | 0.04% | New | 5,378 | $278K |
| Kraft, Davis & Associates, LLC | 0.08% | Add +0.5% | 5,366 | $278K |
| MBL Wealth, LLC | 0.03% | Reduce -13.1% | 5,360 | $277K |
| StoneX Group Inc. | 0.01% | New | 5,274 | $273K |
| Independent Solutions Wealth Management, LLC | 0.06% | Reduce -17.7% | 5,262 | $272K |
| Ignite Planners, LLC | 0.06% | No change | 5,251 | $271K |
| Evanson Asset Management, LLC | 0.02% | Add +1.7% | 5,214 | $270K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -31.4% | 5,210 | $269K |
| Capital Analysts, LLC | 0.01% | Reduce -1.7% | 5,197 | $269K |
| C2C Wealth Management, LLC | 0.25% | Add +9.5% | 5,202 | $269K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +8.1% | 5,192 | $268K |
| Clarendon Private LLC | 0.28% | — | 5,176 | $268K |
| BlueChip Wealth Advisors LLC | 0.15% | Reduce -54.9% | 5,170 | $267K |
| Centurion Wealth Management LLC | 0.08% | No change | 5,148 | $266K |
| Grove Bank & Trust | 0.04% | No change | 5,137 | $266K |
| Plimoth Trust Co. LLC | 0.07% | No change | 5,127 | $265K |
| Foundations Investment Advisors, LLC | 0.01% | Add +7.3% | 5,118 | $265K |
| Americana Partners, LLC | 0.01% | No change | 5,105 | $264K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -44.8% | 5,045 | $261K |
| Insight Wealth Partners, LLC | 0.16% | New | 5,036 | $260K |
| First Affirmative Financial Network | 0.15% | Add +1.7% | 5,023 | $260K |
| Black Maple Capital Management LP | 0.20% | No change | 5,000 | $259K |
| Davidson Investment Advisors | 0.01% | No change | 4,955 | $256K |
| Private Wealth Group, LLC | 0.12% | No change | 4,910 | $254K |
| TAGStone Capital, Inc. | 0.12% | Add +1.4% | 4,850 | $251K |
| Guardian Wealth Advisors, LLC | 0.16% | Reduce -4.9% | 4,838 | $250K |
| Dana Investment Advisors, Inc. | 0.01% | Add +24.6% | 4,795 | $248K |
| Aviance Capital Partners, LLC | 0.03% | No change | 4,772 | $247K |
| Seamount Financial Group Inc. | 0.17% | Reduce -0.7% | 4,746 | $245K |
| Webster Bank, N. A. | 0.03% | Add +5.4% | 4,746 | $245K |
| Integral Investment Advisors, Inc. | 0.08% | No change | 4,719 | $244K |
| Concord Wealth Partners | 0.04% | Add +2.0% | 4,712 | $244K |
| Horan Securities, Inc. | 0.09% | Add +1.4% | 4,688 | $242K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -0.9% | 4,597 | $237K |
| Headlands Technologies LLC | 0.02% | New | 4,520 | $234K |
| Foguth Wealth Management, LLC. | 0.06% | New | 4,504 | $234K |
| Middleton & Co. Inc. | 0.03% | No change | 4,511 | $233K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 4,508 | $233K |
| BLB&B Advisors, LLC | 0.01% | No change | 4,485 | $232K |
| Strategic Financial Concepts, LLC | 0.04% | New | 4,479 | $232K |
| Raffa Wealth Management, LLC | 0.05% | Add +25.0% | 4,439 | $229K |
| Old National Bancorp | 0.01% | Reduce -3.6% | 4,420 | $229K |
| Financial Perspectives, Inc | 0.08% | Add +0.3% | 4,379 | $226K |
| Csenge Advisory Group | 0.01% | Reduce -4.8% | 4,372 | $226K |
| Able Wealth Management LLC | 0.15% | Reduce -10.8% | 4,360 | $225K |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -95.6% | 4,322 | $223K |
| Ameriflex Group, Inc. | 0.10% | — | 4,274 | $222K |
| Tandem Investment Partners LLC | 0.21% | — | 4,297 | $222K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 4,280 | $221K |
| Allworth Financial LP | 0.00% | Add +194.9% | 4,253 | $220K |
| Valmark Advisers, Inc. | 0.00% | Reduce -30.5% | 4,233 | $219K |
| 1900 Wealth Management LLC | 0.02% | Reduce -32.9% | 4,219 | $218K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -0.5% | 4,202 | $217K |
| Portland Financial Advisors Inc | 0.58% | — | 4,190 | $217K |
| Oxinas Partners, LLC | 0.13% | Reduce -17.5% | 4,186 | $216K |
| Matthew Goff Investment Advisor, LLC | 0.04% | Reduce -0.2% | 4,109 | $212K |
| International Assets Investment Management, LLC | 0.02% | New | 4,076 | $211K |
| Horizon Investment Services, LLC | 0.09% | No change | 4,072 | $211K |
| Johnson Financial Group, Inc. | 0.01% | Add +19.9% | 4,027 | $209K |
| Elevated Capital Advisors, LLC | 0.06% | New | 4,020 | $208K |
| Ipswich Investment Management Co., Inc. | 0.05% | No change | 4,000 | $207K |
| Resurgent Financial Advisors LLC | 0.12% | New | 3,966 | $205K |
| Martin Capital Advisors, LLP | 0.13% | No change | 3,960 | $205K |
| Legacy Capital Group California, Inc. | 0.06% | Reduce -2.5% | 3,960 | $205K |
| Renasant Bank | 0.13% | New | 3,938 | $204K |
| Sax Wealth Advisors, LLC | 0.02% | New | 3,911 | $202K |
| Navigoe, LLC | 0.20% | — | 3,912 | $202K |
| Hemington Wealth Management | 0.05% | Add +0.7% | 3,921 | $202K |
| Fox Hill Wealth Management | 0.11% | Reduce -1.3% | 3,869 | $200K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 3,849 | $199K |
| CoreCap Advisors, LLC | 0.01% | Add +80.1% | 3,836 | $198K |
| Atticus Wealth Management, LLC | 0.06% | Add +0.7% | 3,755 | $194K |
| Alaska Permanent Capital Management, LLC | 0.02% | No change | 3,750 | $194K |
| Mather Group, Llc. | 0.00% | Reduce -5.5% | 3,664 | $189K |
| Archer Investment Corp | 0.05% | Add +0.0% | 3,349 | $173K |
| Continuum Advisory, LLC | 0.02% | Reduce -2.4% | 3,316 | $171K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.2% | 3,315 | $171K |
| Colonial Trust Advisors | 0.01% | No change | 3,248 | $168K |
| Twin City Private Wealth, LLC | 0.15% | Reduce -16.5% | 3,177 | $164K |
| WASHINGTON TRUST Co | 0.01% | Reduce -91.8% | 3,164 | $164K |
| Zions Bancorporation, N.A. | 0.01% | No change | 3,000 | $155K |
| Colonial Trust Co / SC | 0.02% | Reduce -1.4% | 2,980 | $154K |
| Crews Bank & Trust | 0.03% | — | 2,870 | $148K |
| CVA Family Office, LLC | 0.02% | Add +25.5% | 2,832 | $146K |
| WR Wealth Planners, LLC | 0.05% | Reduce -8.8% | 2,791 | $144K |
| Front Row Advisors LLC | 0.05% | Add +0.1% | 2,685 | $139K |
| GeoWealth Management, LLC | 0.00% | Reduce -94.0% | 2,649 | $137K |
| CENTRAL TRUST Co | 0.00% | Add +112.0% | 2,626 | $136K |
| Cassady Schiller Wealth Management, LLC | 0.05% | Add +49.2% | 2,537 | $131K |
| EPG Wealth Management LLC | 0.03% | No change | 2,461 | $127K |
| Studio Investment Management LLC | 0.03% | No change | 2,350 | $121K |
| Sofi Wealth, LLC | 0.01% | New | 2,261 | $117K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +0.9% | 2,217 | $115K |
| First PREMIER Bank | 0.03% | Add +0.4% | 2,139 | $111K |
| ORG Partners LLC | 0.01% | Reduce -6.0% | 2,061 | $107K |
| AlphaCentric Advisors LLC | 0.11% | Add +7.8% | 2,057 | $106K |
| Logan Capital Management Inc. | 0.00% | Add +72.3% | 2,016 | $104K |
| Main Street Group, LTD | 0.04% | No change | 2,000 | $103K |
| Lee Danner & Bass Inc. | 0.01% | New | 2,000 | $103K |
| Optimum Investment Advisors | 0.05% | Reduce -39.6% | 1,980 | $102K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 1,974 | $102K |
| Community Bank, N.A. | 0.01% | No change | 1,900 | $98K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,763 | $91K |
| NFSG Corp | 0.02% | New | 1,700 | $88K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.7% | 1,700 | $88K |
| Lindbrook Capital, LLC | 0.01% | New | 1,675 | $87K |
| South Plains Financial, Inc. | 0.07% | — | 1,660 | $86K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.3% | 1,537 | $79K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 1,702 | $79K |
| Red Lighthouse Investment Management, LLC | 0.03% | Add +5.8% | 1,505 | $78K |
| West Paces Advisors Inc. | 0.02% | No change | 1,505 | $78K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -3.6% | 1,477 | $76K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,345 | $70K |
| Painted Porch Advisors LLC | 0.03% | New | 1,298 | $67K |
| Providence First Trust Co | 0.03% | New | 1,295 | $67K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -22.3% | 1,271 | $66K |
| Elevate Wealth Advisory, Inc. | 0.05% | No change | 1,254 | $65K |
| Security National Bank | 0.01% | No change | 1,245 | $64K |
| Bogart Wealth, LLC | 0.00% | Add +924.0% | 1,239 | $64K |
| Lavaca Capital LLC | 0.03% | New | 1,171 | $61K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | New | 1,148 | $59K |
| Oarsman Capital, Inc. | 0.01% | Add +18.0% | 1,145 | $59K |
| Horizon Investments, LLC | 0.00% | No change | 1,146 | $59K |
| Sandy Spring Bank | 0.00% | No change | 1,130 | $58K |
| Founders Capital Management | 0.03% | No change | 1,040 | $54K |
| Tsfg, LLC | 0.01% | Reduce -19.7% | 996 | $51K |
| Copia Wealth Management | 0.05% | — | 971 | $50K |
| Blue Trust, Inc. | 0.00% | Add +69.6% | 965 | $50K |
| Tidemark, LLC | 0.02% | No change | 948 | $49K |
| Independence Bank of Kentucky | 0.01% | No change | 864 | $45K |
| Cape Investment Advisory, Inc. | 0.02% | Add +21.8% | 848 | $44K |
| Thompson Investment Management, Inc. | 0.01% | Add +88.4% | 831 | $43K |
| Fortitude Family Office, LLC | 0.02% | New | 827 | $43K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 821 | $42K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -15.6% | 807 | $42K |
| Kennebec Savings Bank | 0.04% | No change | 809 | $42K |
| Barrett & Company, Inc. | 0.02% | No change | 800 | $41K |
| Castleview Partners, LLC | 0.02% | No change | 783 | $40K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 751 | $39K |
| Bell Investment Advisors, Inc | 0.01% | No change | 712 | $37K |
| SBI Securities Co., Ltd. | 0.00% | — | 696 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -28.9% | 657 | $34K |
| Syntax Research, Inc. | 0.02% | No change | 655 | $34K |
| Aventura Private Wealth, LLC | 0.02% | — | 649 | $34K |
| WPG Advisers, LLC | 0.03% | — | 638 | $33K |
| Parkworth Wealth Management, Inc. | 0.03% | — | 633 | $33K |
| Bellwether Advisors, LLC | 0.01% | New | 631 | $33K |
| McIlrath & Eck, LLC | 0.00% | No change | 604 | $31K |
| Coppell Advisory Solutions LLC | 0.00% | Add +20.6% | 580 | $30K |
| Transce3nd, LLC | 0.01% | — | 567 | $29K |
| Rise Advisors, LLC | 0.01% | Add +1.4% | 562 | $29K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 500 | $26K |
| City Holding Co. | 0.00% | No change | 490 | $25K |
| New Millennium Group LLC | 0.01% | New | 489 | $25K |
| Country Trust Bank | 0.00% | No change | 483 | $25K |
| PSI Advisors, LLC | 0.01% | Add +74.9% | 481 | $25K |
| Granite Investment Partners, LLC | 0.00% | New | 476 | $25K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 450 | $23K |
| Financial Life Planners | 0.02% | — | 421 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 400 | $21K |
| Key Financial Inc | 0.00% | Add +1140.6% | 397 | $21K |
| 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 |
| Whipplewood Advisors, LLC | 0.01% | — | 330 | $17K |
| CKW Financial Group | 0.00% | New | 333 | $17K |
| Financial Freedom, LLC | 0.01% | Add +1.5% | 329 | $17K |
| JCIC Asset Management Inc. | 0.01% | No change | 320 | $17K |
| SRH Advisors, LLC | 0.00% | No change | 300 | $16K |
| 2UniFi Bank | 0.01% | — | 298 | $15K |
| Decker Retirement Planning Inc. | 0.01% | — | 283 | $15K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | New | 266 | $14K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 261 | $13K |
| WealthShield Partners, LLC | 0.00% | Reduce -83.3% | 253 | $13K |
| Centerpoint Advisors, LLC | 0.00% | No change | 250 | $13K |
| Park Square Financial Group, LLC | 0.01% | — | 245 | $13K |
| Endeavor Private Wealth, Inc. | 0.01% | — | 244 | $13K |
| Richardson Financial Services Inc. | 0.01% | Reduce -49.9% | 229 | $12K |
| Noble Wealth Management PBC | 0.01% | — | 220 | $11K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 202 | $10K |
| FWL Investment Management, LLC | 0.00% | No change | 200 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 197 | $10K |
| FLP Wealth Management, LLC | 0.02% | — | 186 | $10K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 157 | $8K |
| Register Financial Advisors LLC | 0.00% | Add +1.3% | 151 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 140 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 130 | $7K |
| Bristlecone Advisors, LLC | 0.00% | No change | 128 | $7K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 126 | $7K |
| JNBA Financial Advisors | 0.00% | New | 114 | $6K |
| MeadowBrook Investment Advisors LLC | 0.01% | Reduce -69.8% | 110 | $6K |
| Trivant Custom Portfolio Group, LLC | 0.00% | No change | 100 | $5K |
| FSA Wealth Management LLC | 0.00% | No change | 94 | $5K |
| Northwest Capital Management Inc | 0.00% | No change | 89 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 81 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 79 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 80 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 72 | $4K |
| CNB Bank | 0.00% | No change | 69 | $4K |
| Flagship Wealth Advisors, LLC | 0.00% | — | 68 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 66 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.7% | 60 | $3K |
| Realta Investment Advisors | 0.00% | Reduce -87.3% | 57 | $3K |
| Creative Financial Designs Inc. | 0.00% | New | 56 | $3K |
| LRI Investments, LLC | 0.00% | No change | 49 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 48 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 42 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +2.6% | 40 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.7% | 38 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 36 | $2K |
| High Note Wealth, LLC | 0.00% | New | 34 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 16 | $827 |
| Centricity Wealth Management, LLC | 0.00% | — | 15 | $776 |
| Rakuten Securities, Inc. | 0.00% | Add +1000.0% | 11 | $569 |
| Lanark Financial, Inc. | 0.05% | — | 9 | $498 |
| Barclays PLC | 0.00% | New | 1 | $52 |
| Cubist Systematic Strategies, LLC | 0.00% | No change | 1 | $52 |
| Bfsg, LLC | 0.00% | No change | 1 | $52 |
"% 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.