iShares 1-5Y Inv GradeIGSBETF
13F holders, Q1 2025 (March 31)946holders −12
67new positions
70sold out
6famous investors
$52.38avg. 13F price*
At the end of Q1 2025, 946 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, down 12 from Q4 2024. 67 opened new positions and 70 sold out. The largest holders were Northern Trust Corp. ($1.2B), Charles Schwab Investment Management Inc. ($1.1B) and BlackRock, Inc. ($1.1B). 6 famous investors held it, including Steve Cohen (0.4% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $161.1M |
| Exits | 70 | $171.7M |
All 13F filers, Q4 2024 → Q1 2025: 30,212,872 shares bought and 25,089,994 shares sold, net +5,122,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 946 holders
| Northern Trust Corp. | 0.17% | Add +2.2% | 22,321,734 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.21% | Add +0.6% | 21,310,617 | $1.1B |
| BlackRock, Inc. | 0.02% | Add +60.1% | 20,273,362 | $1.1B |
| Ameriprise Financial Inc. | 0.20% | Add +3.9% | 13,777,629 | $729.4M |
| Matson Money. Inc. | 25.36% | Reduce -1.1% | 13,306,333 | $696.9M |
| Japan Science & Technology Agency | 8.38% | No change | 10,400,000 | $544.6M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -3.1% | 8,245,280 | $431.8M |
| Bank of America Corp. | 0.04% | Add +16.0% | 8,075,041 | $422.9M |
| Morgan Stanley | 0.03% | Add +1.5% | 7,653,710 | $400.8M |
| Barings LLC | 9.12% | No change | 6,840,027 | $358.2M |
| EP Wealth Advisors, LLC | 2.39% | Add +10.8% | 5,712,698 | $299.2M |
| Envestnet Asset Management Inc. | 0.10% | Add +22.3% | 5,687,207 | $297.8M |
| NYL Investors LLC | 16.70% | Reduce -49.3% | 4,923,053 | $257.8M |
| Pure Financial Advisors, LLC | 4.99% | Add +11.1% | 4,560,582 | $238.8M |
| UBS Group AG | 0.05% | Reduce -6.7% | 4,530,166 | $237.2M |
| Allstate Corp. | 6.39% | Add +0.8% | 4,149,335 | $217.3M |
| Captrust Financial Advisors | 0.52% | Add +35.6% | 3,975,661 | $208.2M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -8.1% | 3,693,586 | $193.4M |
| Wells Fargo & Company | 0.04% | Reduce -14.0% | 3,444,187 | $180.4M |
| Commonwealth Equity Services, LLC | 0.23% | Add +3.0% | 3,088,570 | $161.7M |
| Raymond James Financial Inc. | 0.06% | Add +11.8% | 3,034,770 | $158.9M |
| Stifel Financial Corp. | 0.16% | Reduce -12.2% | 2,894,885 | $151.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.1% | 2,811,691 | $147.2M |
| Members Trust Co | 4.68% | Add +105.3% | 2,566,434 | $134.4M |
| Royal Bank of Canada | 0.03% | Reduce -1.6% | 2,481,131 | $129.9M |
| Point72 Asset Management | 0.37% | Add +116.2% | 2,432,000 | $127.4M |
| Truist Financial Corp. | 0.18% | Reduce -2.8% | 2,187,203 | $114.5M |
| Kestra Investment Management, LLC | 2.05% | New | 2,069,692 | $106.4M |
| LPL Financial LLC | 0.04% | Add +4.9% | 1,996,733 | $104.6M |
| Renaissance Technologies | 0.16% | Add +105.4% | 1,979,600 | $103.7M |
| Flputnam Investment Management Co. | 1.87% | Add +4.2% | 1,899,363 | $99.5M |
| Busey Bank | 3.33% | Reduce -22.1% | 1,887,586 | $98.9M |
| NorthCoast Asset Management LLC | 0.49% | Reduce -1.2% | 1,842,049 | $96.5M |
| Arch Capital Group LTD. | 25.44% | Add +271.1% | 1,741,758 | $91.2M |
| Haverford Trust Co | 0.91% | Reduce -13.4% | 1,730,461 | $90.6M |
| HighTower Advisors, LLC | 0.12% | Add +4.4% | 1,682,208 | $88.1M |
| Keybank National Association | 0.34% | Add +4.7% | 1,610,524 | $84.3M |
| Composition Wealth, LLC | 1.63% | Add +4.9% | 1,548,778 | $81.1M |
| Williams Jones Wealth Management, LLC. | 1.04% | Add +1.3% | 1,548,693 | $81.1M |
| FMR LLC | 0.01% | Reduce -59.2% | 1,543,613 | $80.8M |
| Dynasty Wealth Management, LLC | 1.33% | Add +5.3% | 1,518,996 | $79.5M |
| Quotient Wealth Partners, LLC | 2.46% | Add +3.5% | 1,469,947 | $77.0M |
| Destination Wealth Management | 2.33% | Add +2.0% | 1,409,492 | $73.8M |
| O'shaughnessy Asset Management, LLC | 0.54% | Add +27.2% | 1,293,128 | $67.7M |
| Assetmark, Inc. | 0.18% | Reduce -26.8% | 1,266,340 | $66.3M |
| Mariner, LLC | 0.11% | Reduce -0.2% | 1,225,373 | $64.2M |
| MAI Capital Management | 0.47% | Add +3.9% | 1,189,780 | $62.3M |
| One Capital Management, LLC | 2.09% | Reduce -1.2% | 1,182,222 | $61.9M |
| Cetera Investment Advisers | 0.12% | Add +39.2% | 1,156,696 | $60.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -36.0% | 1,150,724 | $60.3M |
| MML Investors Services, LLC | 0.20% | Add +9.8% | 1,124,584 | $58.9M |
| Greenwood Gearhart LLC | 4.06% | Add +7.7% | 1,119,882 | $58.6M |
| Clearwater Capital Advisors, LLC | 5.48% | Add +1.0% | 1,081,822 | $56.7M |
| Parkside Investments, LLC | 8.05% | Add +31.0% | 1,044,086 | $54.7M |
| US Bancorp \de | 0.07% | Add +4.3% | 1,042,187 | $54.6M |
| D. E. Shaw & Co. | 0.07% | Reduce -68.4% | 984,700 | $51.6M |
| Klaas Financial Asset Advisors, LLC | 8.58% | Add +0.4% | 950,228 | $49.8M |
| Fiduciary Trust Co | 0.64% | Reduce -8.5% | 926,852 | $48.5M |
| Stephens Inc. | 0.71% | Reduce -8.1% | 925,220 | $48.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +119.5% | 915,800 | $48.0M |
| Maryland Capital Advisors Inc. | 20.42% | Add +21.5% | 883,398 | $46.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.83% | Add +4.0% | 861,603 | $45.1M |
| Sei Investments Co. | 0.06% | Reduce -0.3% | 848,027 | $44.4M |
| Prime Capital Investment Advisors, LLC | 0.51% | Add +227.5% | 828,976 | $43.4M |
| Prudential Financial Inc. | 0.06% | Add +59.6% | 830,000 | $43.0M |
| Ritholtz Wealth Management | 1.28% | Add +29.6% | 819,974 | $42.9M |
| Arax Advisory Partners | 2.68% | Add +4.0% | 797,261 | $41.8M |
| Cutler Investment Counsel LLC | 4.83% | Add +8.8% | 767,048 | $40.2M |
| Bangor Savings Bank | 3.76% | Add +2.6% | 760,780 | $39.8M |
| Meeder Advisory Services, Inc. | 2.36% | Add +2.9% | 749,885 | $39.3M |
| Osaic Holdings, Inc. | 0.09% | Reduce -18.9% | 744,165 | $39.0M |
| Bank of Montreal | 0.02% | Add +3.6% | 742,016 | $38.9M |
| Rockefeller Capital Management L.P. | 0.09% | Add +6.0% | 723,143 | $37.9M |
| Zurich Insurance Group Ltd | 0.29% | No change | 679,581 | $35.6M |
| Arkansas Financial Group, Inc. | 6.14% | Reduce -11.4% | 685,607 | $35.5M |
| PDS Planning, Inc | 2.99% | Add +2.1% | 676,708 | $35.4M |
| Janney Montgomery Scott LLC | 0.10% | Add +4.0% | 675,488 | $35.4M |
| Focus Partners Wealth | 0.09% | Reduce -11.6% | 672,429 | $35.2M |
| Money Design Co.,Ltd. | 1.75% | Reduce -45.5% | 669,063 | $35.0M |
| Pathstone Holdings, LLC | 0.15% | Add +37.8% | 657,492 | $34.4M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +31.6% | 651,372 | $34.1M |
| Bartlett & Co. Wealth Management LLC | 0.50% | Add +3.4% | 650,747 | $34.1M |
| Stockman Wealth Management, Inc. | 5.03% | Reduce -30.0% | 648,722 | $34.0M |
| NewSquare Capital LLC | 2.74% | Add +1.8% | 641,761 | $33.6M |
| Gradient Investments LLC | 0.67% | Add +64.4% | 629,910 | $33.0M |
| United Capital Financial Advisors, LLC | 0.26% | Reduce -8.1% | 589,001 | $30.8M |
| Citadel Advisors | 0.03% | Add +168.7% | 562,776 | $29.5M |
| Procyon Advisors, LLC | 1.75% | Reduce -0.4% | 549,088 | $28.8M |
| TD Private Client Wealth LLC | 0.79% | Add +23.5% | 546,464 | $28.6M |
| DT Investment Partners, LLC | 2.70% | Reduce -14.5% | 535,260 | $28.0M |
| Atwood & Palmer Inc. | 1.91% | Add +2.5% | 525,487 | $27.5M |
| 1832 Asset Management L.P. | 0.05% | Reduce -0.8% | 521,872 | $27.3M |
| Dakota Wealth Management | 0.63% | Add +9.9% | 514,694 | $27.0M |
| Nelson Capital Management, LLC | 4.63% | Add +11.5% | 511,597 | $26.8M |
| Chicago Partners Investment Group LLC | 0.87% | Add +6.2% | 499,086 | $26.1M |
| OneDigital Investment Advisors LLC | 0.30% | Reduce -10.2% | 487,689 | $25.5M |
| Lutz Financial Services LLC | 2.07% | Add +0.3% | 483,099 | $25.3M |
| Bank of New York Mellon Corp | 0.00% | Add +3.7% | 470,015 | $24.6M |
| Monograph Wealth Advisors, LLC | 3.29% | Add +38.7% | 461,125 | $24.1M |
| Leavell Investment Management, Inc. | 1.19% | Add +8.1% | 459,636 | $24.1M |
| Graypoint LLC | 1.43% | Add +25.0% | 438,642 | $23.0M |
| Fiduciary Group, LLC | 2.18% | Add +0.4% | 414,709 | $21.7M |
| AE Wealth Management LLC | 0.18% | Add +69.0% | 412,409 | $21.6M |
| Courage Miller Partners, LLC | 7.10% | Add +0.8% | 400,101 | $21.0M |
| RiverFront Investment Group, LLC | 0.46% | Add +49.5% | 391,450 | $20.5M |
| Astoria Strategic Wealth, Inc. | 5.91% | Add +1.2% | 384,022 | $20.1M |
| Alley Investment Management Company, LLC | 2.49% | Add +0.3% | 379,630 | $19.9M |
| Bar Harbor Wealth Management | 1.31% | Add +0.1% | 376,812 | $19.7M |
| Jacobson & Schmitt Advisors, LLC | 3.94% | Add +11.6% | 367,831 | $19.3M |
| Amtrust Financial Services, Inc. | 9.49% | No change | 367,800 | $19.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -0.9% | 367,163 | $19.2M |
| Stephens Group Asset Management, LLC | 1.54% | Reduce -3.4% | 364,922 | $19.1M |
| Atria Wealth Solutions, Inc. | 0.23% | Add +127.4% | 361,959 | $19.0M |
| Financial Advocates Investment Management | 1.26% | Add +17.1% | 342,810 | $18.0M |
| Anchor Capital Advisors LLC | 0.53% | Reduce -0.0% | 336,918 | $17.6M |
| Guggenheim Capital LLC | 0.16% | Add +4.4% | 331,286 | $17.3M |
| Creative Planning | 0.02% | Add +0.5% | 327,735 | $17.2M |
| Blue Fin Capital, Inc. | 3.29% | Add +5.6% | 323,874 | $17.0M |
| Baird Financial Group, Inc. | 0.03% | Add +2.2% | 323,130 | $16.9M |
| Johns Hopkins University | 0.64% | Reduce -60.3% | 321,905 | $16.9M |
| Mercer Global Advisors Inc. | 0.04% | Add +18.7% | 321,269 | $16.8M |
| Schaeffer Financial LLC | 18.52% | Add +3.4% | 320,495 | $16.8M |
| Steward Partners Investment Advisory, LLC | 0.15% | Reduce -1.6% | 317,373 | $16.6M |
| Strategic Advocates LLC | 5.56% | Add +68.5% | 305,260 | $16.0M |
| Summit Wealth Partners, LLC | 3.24% | Reduce -1.8% | 304,814 | $16.0M |
| First Citizens Bank & Trust Co. | 0.41% | No change | 304,681 | $16.0M |
| IFP Advisors, Inc | 0.49% | Add +11.9% | 303,044 | $15.9M |
| Parallel Advisors, LLC | 0.36% | Add +403.4% | 301,027 | $15.8M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 300,000 | $15.7M |
| Strategic Investment Advisors / MI | 1.64% | Add +4.2% | 295,761 | $15.5M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | No change | 295,500 | $15.5M |
| Better Money Decisions, LLC | 10.00% | Add +6.6% | 285,967 | $15.0M |
| Cerity Partners LLC | 0.03% | Reduce -4.3% | 285,464 | $14.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 278,770 | $14.6M |
| Presilium Private Wealth, LLC | 3.25% | Reduce -27.6% | 277,210 | $14.5M |
| TCTC Holdings, LLC | 0.49% | Reduce -0.9% | 265,162 | $13.9M |
| Summit Financial, LLC | 0.38% | Add +11.0% | 257,948 | $13.5M |
| Smithfield Trust Co | 0.67% | Reduce -2.4% | 255,174 | $13.4M |
| Charter Oak Capital Management, LLC | 1.22% | Reduce -1.8% | 254,590 | $13.3M |
| NBT Bank, N.A. | 0.96% | Reduce -2.4% | 253,736 | $13.3M |
| Franklin Resources Inc. | 0.00% | Reduce -2.6% | 253,565 | $13.3M |
| Discipline Wealth Solutions, LLC | 6.31% | Reduce -2.6% | 252,453 | $13.2M |
| Fortis Capital Management LLC | 2.54% | Reduce -5.9% | 249,004 | $13.0M |
| Citigroup Inc. | 0.01% | Reduce -1.3% | 247,289 | $13.0M |
| MTC Wealth Management LLC | 6.29% | Add +243.3% | 244,485 | $12.8M |
| Goelzer Investment Management, Inc. | 0.74% | Add +2.3% | 244,454 | $12.8M |
| BlueSky Wealth Advisors, LLC | 1.97% | Add +0.0% | 242,537 | $12.7M |
| Black Diamond Financial, LLC | 1.89% | Add +8.2% | 240,857 | $12.6M |
| Dai-ichi Life Holdings, Inc. | 14.02% | Reduce -5.4% | 238,700 | $12.5M |
| D L Carlson Investment Group Inc. | 2.38% | Add +0.2% | 236,342 | $12.4M |
| Prosperity Planning, Inc. | 5.54% | Add +3.9% | 234,716 | $12.3M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -1.7% | 234,665 | $12.3M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -1.7% | 234,665 | $12.3M |
| Disciplina Capital Management LLC | 1.77% | Add +84.3% | 232,437 | $12.2M |
| Kwmg, LLC | 1.20% | Reduce -17.6% | 224,725 | $11.8M |
| Bernardo Wealth Planning LLC | 2.80% | Add +2.2% | 223,395 | $11.7M |
| Alesco Advisors, LLC, An ESL Co | 0.37% | Add +1.2% | 223,230 | $11.7M |
| Avior Wealth Management, LLC | 0.44% | Add +0.2% | 219,241 | $11.5M |
| Caldwell Trust Co | 1.21% | Add +9.8% | 214,838 | $11.3M |
| Larson Financial Group LLC | 0.52% | Reduce -6.2% | 210,443 | $11.0M |
| Choreo, LLC | 0.17% | Reduce -33.9% | 207,624 | $10.9M |
| James Investment Research, Inc. | 1.38% | Reduce -0.4% | 207,485 | $10.9M |
| Pinnacle Financial Partners Inc | 0.22% | Reduce -0.7% | 208,052 | $10.8M |
| Boyd Watterson Asset Management LLC | 3.48% | Reduce -59.3% | 205,399 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -6.8% | 202,713 | $10.6M |
| Patriot Investment Management Group, Inc. | 0.77% | Add +2.8% | 197,017 | $10.3M |
| Powers Advisory Group, LLC | 4.90% | Add +1.8% | 196,201 | $10.3M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -4.6% | 197,323 | $10.2M |
| TD Waterhouse Canada Inc. | 0.08% | Add +11.5% | 194,705 | $10.2M |
| Hall Capital Management Co. Inc. | 4.69% | Reduce -1.3% | 193,316 | $10.1M |
| Sigma Planning Corp | 0.32% | Add +110.0% | 193,256 | $10.1M |
| Cwm, LLC | 0.04% | Reduce -4.2% | 192,626 | $10.1M |
| Mfa Wealth Advisors, LLC | 2.47% | Reduce -50.4% | 190,606 | $10.0M |
| Vantagepoint Investment Advisers LLC | 1.12% | Add +230.7% | 187,500 | $9.8M |
| Waverly Advisors, LLC | 0.12% | Add +0.0% | 187,103 | $9.8M |
| American Family Investments, Inc. | 0.67% | Reduce -72.4% | 185,000 | $9.7M |
| Proffitt & Goodson Inc. | 1.57% | Reduce -0.8% | 182,079 | $9.5M |
| Meritage Portfolio Management | 0.63% | Reduce -2.6% | 180,889 | $9.5M |
| Galilei Investment Office LLP | 5.13% | No change | 180,762 | $9.5M |
| ABLE Financial Group, LLC | 2.65% | Add +5.7% | 180,180 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +22.3% | 177,557 | $9.3M |
| Ballentine Capital Advisors, Inc | 4.71% | Add +3.3% | 177,431 | $9.3M |
| Crestwood Advisors Group, LLC | 0.17% | Add +2.1% | 175,563 | $9.2M |
| Fifth Third Bancorp | 0.03% | Add +10.2% | 167,861 | $8.8M |
| Bailard, Inc. | 0.22% | Reduce -8.8% | 166,072 | $8.7M |
| Betterment LLC | 0.02% | Reduce -20.6% | 164,568 | $8.6M |
| Smith Salley Wealth Management | 0.56% | Add +1.0% | 164,361 | $8.6M |
| Woodmont Investment Counsel LLC | 0.62% | Add +1.7% | 164,227 | $8.6M |
| Delta Asset Management LLC | 0.81% | Add +5.3% | 163,730 | $8.6M |
| Scotia Capital Inc. | 0.05% | Reduce -17.8% | 163,085 | $8.5M |
| Aptus Capital Advisors, LLC | 0.10% | Add +2.7% | 162,619 | $8.5M |
| Eastern Bank | 0.17% | Reduce -82.3% | 161,251 | $8.4M |
| PFG Advisors | 0.47% | Reduce -3.7% | 161,213 | $8.4M |
| Galvin, Gaustad & Stein, LLC | 0.75% | Reduce -18.8% | 157,452 | $8.2M |
| BNP Paribas Financial Markets | 0.01% | Add +1505.4% | 157,038 | $8.2M |
| TD Asset Management Inc | 0.01% | Reduce -1.9% | 157,017 | $8.2M |
| Gunma Bank,Ltd. | 2.65% | No change | 157,000 | $8.2M |
| Compound Planning, Inc. | 0.37% | Add +11.6% | 156,824 | $8.2M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +1.4% | 152,126 | $8.0M |
| HSBC Holdings PLC | 0.01% | Reduce -1.2% | 151,969 | $8.0M |
| Main Management LLC | 0.70% | Add +0.0% | 151,241 | $7.9M |
| Deutsche Bank AG | 0.00% | Add +16.5% | 150,731 | $7.9M |
| Flow Traders U.S. LLC | 0.33% | New | 148,792 | $7.8M |
| Trustmark Bank Trust Department | 0.58% | Add +11.9% | 148,408 | $7.8M |
| Meridian Wealth Management, LLC | 0.37% | Add +5.8% | 147,437 | $7.7M |
| Secure Asset Management, LLC | 1.55% | New | 147,040 | $7.7M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -2.6% | 143,860 | $7.5M |
| JPL Wealth Management, LLC | 2.14% | Add +5.3% | 143,325 | $7.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +40.8% | 141,432 | $7.4M |
| Kiker Wealth Management, LLC | 5.04% | Add +18.8% | 140,999 | $7.4M |
| Heck Capital Advisors, LLC | 0.83% | Add +71.6% | 140,545 | $7.4M |
| Corient Private Wealth LP | 0.01% | Reduce -4.4% | 139,435 | $7.3M |
| Dimension Capital Management LLC | 1.29% | Reduce -9.0% | 139,163 | $7.3M |
| Davis R M Inc. | 0.15% | Reduce -6.3% | 139,067 | $7.3M |
| Total Wealth Planning, LLC | 1.11% | Reduce -3.3% | 138,616 | $7.3M |
| Hilton Capital Management, LLC | 0.61% | Add +2.5% | 137,116 | $7.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -53.5% | 135,000 | $7.1M |
| Oppenheimer Asset Management Inc. | 0.09% | Add +6.6% | 134,985 | $7.1M |
| Wealthstar Advisors, LLC | 3.23% | Add +3.5% | 134,772 | $7.1M |
| Fairview Capital Investment Management, LLC | 0.37% | Reduce -1.8% | 134,090 | $7.0M |
| MA Private Wealth | 1.32% | Reduce -4.7% | 133,862 | $7.0M |
| Eubel Brady & Suttman Asset Management Inc. | 1.00% | Reduce -1.6% | 133,781 | $7.0M |
| Marmo Financial Group, LLC | 3.83% | New | 133,731 | $7.0M |
| Equitable Trust Co. | 0.39% | Add +1.1% | 133,073 | $7.0M |
| Integrated Advisors Network LLC | 0.35% | Add +325.8% | 130,755 | $6.8M |
| DDFG, Inc | 1.89% | Reduce -50.6% | 130,131 | $6.8M |
| Capital Investment Services of America, Inc. | 0.69% | Reduce -0.6% | 129,132 | $6.8M |
| Wharton Business Group, LLC | 0.31% | Add +0.8% | 128,780 | $6.7M |
| DAVENPORT & Co LLC | 0.04% | Add +7.3% | 126,062 | $6.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.00% | Reduce -3.0% | 125,510 | $6.6M |
| Nalls Sherbakoff Group, LLC | 5.33% | — | 125,205 | $6.6M |
| Diversify Wealth Management, LLC | 0.49% | Add +59.2% | 124,580 | $6.5M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -36.0% | 124,374 | $6.5M |
| Integrated Wealth Concepts LLC | 0.07% | Add +13.3% | 119,062 | $6.2M |
| Resonant Capital Advisors, LLC | 0.43% | Add +3.3% | 118,774 | $6.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -1.7% | 113,000 | $5.9M |
| NewEdge Advisors, LLC | 0.04% | Add +1.7% | 112,805 | $5.9M |
| Capital Investment Counsel, LLC | 0.97% | Reduce -0.5% | 112,475 | $5.9M |
| Regions Financial Corp. | 0.04% | Reduce -6.0% | 111,228 | $5.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -6.6% | 111,116 | $5.8M |
| Sabal Trust CO | 0.32% | Reduce -15.6% | 110,681 | $5.8M |
| Beacon Financial Group | 0.63% | Add +8.4% | 109,981 | $5.8M |
| Mutual Advisors, LLC | 0.16% | Add +2.6% | 109,171 | $5.7M |
| CWA Asset Management Group, LLC | 0.27% | Add +501.1% | 108,622 | $5.7M |
| RFG - Bristol Wealth Advisors, LLC | 1.91% | Reduce -27.6% | 108,551 | $5.7M |
| Catalyst Capital Advisors LLC | 0.11% | No change | 106,764 | $5.6M |
| UMB Bank, n.a. | 0.09% | Reduce -6.3% | 105,727 | $5.5M |
| Aspen Investment Management Inc | 2.55% | Add +7.6% | 105,612 | $5.5M |
| Diversified Portfolios, Inc. | 0.58% | Reduce -1.1% | 104,552 | $5.5M |
| Shore Point Advisors, LLC | 2.89% | Add +0.4% | 104,210 | $5.5M |
| Outlook Wealth Advisors, LLC | 1.49% | Add +10.3% | 102,400 | $5.4M |
| Mendota Financial Group, LLC | 5.73% | Reduce -38.8% | 100,846 | $5.3M |
| Endurance Services Ltd | 0.98% | No change | 100,582 | $5.3M |
| SevenBridge Financial Group, LLC | 1.03% | Reduce -32.4% | 100,028 | $5.2M |
| Roundview Capital LLC | 0.37% | Reduce -19.7% | 98,693 | $5.2M |
| JT Stratford LLC | 0.89% | Add +6.0% | 95,921 | $5.0M |
| Avantax Advisory Services, Inc. | 0.03% | Add +26.3% | 94,126 | $4.9M |
| Providence Capital Advisors, LLC | 1.01% | Add +0.3% | 92,519 | $4.8M |
| Pinkerton Wealth, LLC | 0.62% | Add +0.5% | 91,698 | $4.8M |
| SouthState Bank Corp | 0.22% | Reduce -5.6% | 91,071 | $4.8M |
| RHS Financial, LLC | 2.67% | Reduce -0.3% | 90,995 | $4.8M |
| Trinity Legacy Partners, LLC | 1.19% | Add +2.2% | 90,065 | $4.7M |
| Pines Wealth Management, LLC | 2.16% | Reduce -2.5% | 90,216 | $4.7M |
| AmeriServ Wealth Advisors | 2.70% | Reduce -1.5% | 89,226 | $4.7M |
| KMG Fiduciary Partners, LLC | 0.39% | Add +9.7% | 89,005 | $4.7M |
| Blair William & Co. | 0.01% | Add +12.8% | 88,437 | $4.6M |
| Crescent Grove Advisors, LLC | 0.48% | Add +3.7% | 88,381 | $4.6M |
| Investment Partners, LTD. | 1.92% | Add +12.9% | 88,294 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +378.8% | 86,437 | $4.5M |
| YHB Investment Advisors, Inc. | 0.37% | Add +10.0% | 85,477 | $4.5M |
| Graybill Wealth Management, LTD. | 1.53% | — | 85,334 | $4.5M |
| Burns J W & Co. Inc. | 0.56% | Add +14.4% | 83,050 | $4.3M |
| Bull Street Advisors, LLC | 2.07% | Reduce -2.4% | 82,530 | $4.3M |
| Gradient Capital Advisors, LLC | 1.39% | Add +5.1% | 81,579 | $4.3M |
| Grey Ledge Advisors, LLC | 1.12% | Reduce -0.0% | 81,572 | $4.3M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Reduce -22.3% | 80,272 | $4.2M |
| Vantage Financial Partners, LLC | 1.03% | Add +49.0% | 79,435 | $4.2M |
| Boltwood Capital Management | 1.25% | Add +0.1% | 78,652 | $4.1M |
| Agate Pass Investment Management, LLC | 1.75% | Add +6.0% | 78,140 | $4.1M |
| Tableaux LLC | 2.92% | Add +2.4% | 77,361 | $4.1M |
| HM Payson & Co. | 0.07% | No change | 76,676 | $4.0M |
| Focus Financial Network, Inc. | 0.16% | Add +3.1% | 76,412 | $4.0M |
| Nations Financial Group Inc, /Ia/ | 0.30% | Reduce -0.2% | 75,430 | $4.0M |
| United Bank | 0.50% | Add +4.0% | 75,209 | $3.9M |
| CoreCap Advisors, LLC | 0.17% | Add +1860.5% | 75,203 | $3.9M |
| Chesley Taft & Associates LLC | 0.19% | Reduce -1.1% | 74,694 | $3.9M |
| Lodestar Private Asset Management LLC | 0.49% | Add +2.4% | 73,971 | $3.9M |
| Independent Financial Group, LLC | 0.13% | Reduce -2.7% | 72,328 | $3.8M |
| Comerica Bank | 0.02% | Reduce -5.9% | 72,013 | $3.8M |
| Capital City Trust Co. | 1.03% | No change | 72,002 | $3.8M |
| Apella Capital, LLC | 0.13% | Reduce -0.0% | 72,195 | $3.8M |
| Mgo One Seven LLC | 0.14% | Add +2.9% | 71,207 | $3.7M |
| Ally Invest Advisors Inc. | 0.31% | Add +3.8% | 69,903 | $3.7M |
| Ascent Group, LLC | 0.16% | Add +28.7% | 69,835 | $3.7M |
| Amara Financial, Llc. | 3.38% | Reduce -5.6% | 69,778 | $3.7M |
| Juncture Wealth Strategies, LLC | 1.41% | Add +1.4% | 69,434 | $3.6M |
| AlTi Global, Inc. | 0.10% | Add +80.9% | 69,174 | $3.6M |
| Bokf, NA | 0.06% | Add +1.3% | 68,467 | $3.6M |
| NTV Asset Management LLC | 0.47% | Add +10.4% | 67,522 | $3.5M |
| New South Capital Management Inc. | 0.17% | Reduce -2.5% | 65,613 | $3.4M |
| Wealthfront Advisers LLC | 0.01% | Add +64.9% | 64,994 | $3.4M |
| Curbstone Financial Management Corp | 0.71% | Reduce -10.1% | 64,440 | $3.4M |
| Welch & Forbes LLC | 0.04% | Reduce -16.2% | 63,826 | $3.3M |
| Lowe Brockenbrough & Co. Inc. | 0.22% | Add +19.3% | 62,887 | $3.3M |
| BG Investment Services, LLC | 3.52% | Reduce -45.6% | 62,373 | $3.3M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -0.7% | 61,154 | $3.2M |
| Gemmer Asset Management LLC | 0.32% | Reduce -0.2% | 60,677 | $3.2M |
| Novem Group | 0.45% | Add +3.4% | 60,274 | $3.2M |
| Rathbones Group PLC | 0.02% | Add +0.0% | 59,800 | $3.1M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -12.0% | 59,587 | $3.1M |
| Buffington Mohr McNeal | 0.61% | Reduce -8.6% | 59,239 | $3.1M |
| Whittier Trust Co. | 0.04% | Reduce -7.2% | 59,209 | $3.1M |
| Financial Life Advisors | 1.15% | Reduce -56.0% | 58,806 | $3.1M |
| Courier Capital LLC | 0.20% | Reduce -47.1% | 58,778 | $3.1M |
| Croban | 2.82% | Add +5.0% | 58,546 | $3.1M |
| Washington Capital Management, Inc. | 2.47% | No change | 58,418 | $3.1M |
| AlphaCore Capital LLC | 0.26% | New | 57,899 | $3.0M |
| Investment Advisory Group, LLC | 1.00% | Add +6.3% | 57,199 | $3.0M |
| DMC Group, LLC | 2.42% | Add +23.7% | 56,819 | $3.0M |
| Hollencrest Capital Management | 0.13% | Reduce -4.8% | 56,397 | $3.0M |
| Martin Capital Partners, LLC | 3.52% | Reduce -3.2% | 56,263 | $2.9M |
| Trajan Wealth LLC | 0.16% | Reduce -29.8% | 55,955 | $2.9M |
| Bigelow Investment Advisors, LLC | 1.39% | Add +17.1% | 55,717 | $2.9M |
| Northstar Advisory Group, LLC | 1.90% | Reduce -0.8% | 55,666 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +270.6% | 55,143 | $2.9M |
| Wealth Advisors of Tampa Bay, LLC | 1.16% | Reduce -0.9% | 54,626 | $2.9M |
| Fiduciary Alliance LLC | 0.28% | Add +1.5% | 54,543 | $2.9M |
| Park Avenue Securities LLC | 0.03% | Add +10.3% | 54,147 | $2.8M |
| Edgestream Partners, L.P. | 0.10% | Add +515.5% | 54,070 | $2.8M |
| One Day In July LLC | 0.28% | Add +0.2% | 53,713 | $2.8M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -59.8% | 53,416 | $2.8M |
| Cary Street Partners Financial LLC | 0.09% | Add +0.0% | 52,953 | $2.8M |
| Sage Advisory Services, Ltd.Co. | 1.61% | Add +3.1% | 52,432 | $2.7M |
| Buska Wealth Management, LLC | 0.84% | Add +33.5% | 51,293 | $2.7M |
| E&G Advisors, LLC | 0.76% | No change | 51,245 | $2.7M |
| AMG National Trust Bank | 0.07% | Reduce -0.1% | 50,710 | $2.7M |
| IVC Wealth Advisors LLC | 1.42% | Add +16.8% | 50,582 | $2.6M |
| Princeton Global Asset Management LLC | 0.52% | Add +6.1% | 50,487 | $2.6M |
| Fire Capital Management LLC | 1.94% | Reduce -3.4% | 50,272 | $2.6M |
| iA Global Asset Management Inc. | 0.05% | New | 50,000 | $2.6M |
| SIMA Wealth Partners, LLC | 2.17% | Reduce -6.9% | 49,967 | $2.6M |
| Aries Wealth Management | 0.71% | Reduce -4.5% | 49,949 | $2.6M |
| Savant Capital, LLC | 0.02% | Reduce -58.2% | 49,210 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.4% | 48,719 | $2.6M |
| Strategic Financial Services, Inc. | 0.15% | Reduce -17.9% | 47,990 | $2.5M |
| National Bank of Canada | 0.00% | Add +12.0% | 48,015 | $2.5M |
| Running Point Capital Advisors, LLC | 0.79% | Add +2.4% | 47,462 | $2.5M |
| Cobblestone Capital Advisors LLC | 0.14% | Reduce -6.0% | 47,212 | $2.5M |
| New World Advisors LLC | 0.56% | Reduce -31.4% | 47,143 | $2.5M |
| Duncker Streett & Co. Inc. | 0.49% | Reduce -1.7% | 47,045 | $2.5M |
| CW Advisors, LLC | 0.03% | Add +130.1% | 47,029 | $2.5M |
| Advisory Services Network, LLC | 0.05% | Reduce -43.4% | 46,975 | $2.5M |
| Algorithmic Investment Models, LLC | 1.80% | Reduce -2.5% | 46,597 | $2.4M |
| Longview Financial Advisors LLC | 1.61% | Reduce -37.6% | 46,468 | $2.4M |
| Hunter Associates Investment Management LLC | 0.38% | Reduce -4.6% | 46,457 | $2.4M |
| Schmidt P J Investment Management Inc. | 0.44% | Reduce -21.2% | 46,170 | $2.4M |
| Eagle Global Advisors LLC | 0.10% | Reduce -11.3% | 46,025 | $2.4M |
| Factor Wealth Management LTD | 0.74% | Add +18.5% | 45,862 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.20% | Reduce -0.2% | 45,517 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -28.1% | 45,383 | $2.4M |
| 1620 Investment Advisors, Inc. | 1.85% | Add +11.4% | 45,137 | $2.4M |
| Becker Capital Management Inc. | 0.08% | Add +5.3% | 45,076 | $2.4M |
| Checchi Capital Advisers, LLC | 0.17% | Reduce -7.3% | 44,829 | $2.3M |
| Edmond DE Rothschild Holding S.A. | 0.04% | Add +19.7% | 44,713 | $2.3M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +10.2% | 44,368 | $2.3M |
| JBGlobal.com LLC | 2.41% | Add +2.5% | 44,315 | $2.3M |
| Burke & Herbert Bank & Trust Co. | 0.56% | No change | 44,163 | $2.3M |
| SCS Capital Management LLC | 0.03% | New | 43,898 | $2.3M |
| Cabot Wealth Management Inc. | 0.29% | Reduce -2.6% | 43,823 | $2.3M |
| Israel Discount Bank of New York | 1.76% | Reduce -24.7% | 43,611 | $2.3M |
| First International Bank & Trust | 0.72% | Add +0.5% | 43,460 | $2.3M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -4.3% | 43,135 | $2.3M |
| Payden & Rygel | 0.19% | Reduce -82.1% | 43,000 | $2.3M |
| Mittelman Wealth Management | 2.02% | Add +66.1% | 42,850 | $2.2M |
| Ifrah Financial Services, Inc. | 0.63% | Add +4.3% | 41,802 | $2.2M |
| Unified Investment Management | 2.58% | Reduce -5.1% | 41,631 | $2.2M |
| Sapient Capital LLC | 0.04% | No change | 41,630 | $2.2M |
| World Investment Advisors | 0.06% | Reduce -5.4% | 40,884 | $2.1M |
| Millennium Management | 0.00% | Add +83.0% | 40,635 | $2.1M |
| Tilia Fiduciary Partners, Inc. | 1.42% | Add +7.5% | 40,588 | $2.1M |
| Sofi Wealth, LLC | 0.16% | Add +1688.8% | 40,446 | $2.1M |
| Winthrop Capital Management, LLC | 0.58% | Add +18.8% | 40,320 | $2.1M |
| Ssa Swiss Advisors AG | 1.08% | — | 40,290 | $2.1M |
| First Trust Advisors LP | 0.00% | Add +5.0% | 39,965 | $2.1M |
| Dohj, LLC | 0.48% | Add +8.5% | 39,825 | $2.1M |
| My Legacy Advisors, LLC | 0.80% | Reduce -11.2% | 39,618 | $2.1M |
| Aprio Wealth Management, LLC | 0.26% | Add +3.3% | 39,022 | $2.0M |
| Benjamin Edwards Inc. | 0.03% | Reduce -90.6% | 38,928 | $2.0M |
| One Wealth Map LLC | 1.36% | Reduce -1.6% | 39,149 | $2.0M |
| Sowell Financial Services LLC | 0.09% | Reduce -0.8% | 38,753 | $2.0M |
| Axxcess Wealth Management, LLC | 0.06% | Add +46.5% | 38,634 | $2.0M |
| Wescott Financial Advisory Group, LLC | 0.21% | Reduce -1.6% | 38,511 | $2.0M |
| Glen Eagle Advisors, LLC | 0.33% | Reduce -7.5% | 38,056 | $2.0M |
| Sweeney & Michel, LLC | 0.86% | — | 37,977 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | New | 37,540 | $2.0M |
| Bryn Mawr Trust Advisors, LLC | 0.12% | Reduce -23.8% | 37,414 | $2.0M |
| GFG Capital, LLC | 0.60% | No change | 37,297 | $2.0M |
| Clearstead Advisors, LLC | 0.03% | Add +38.1% | 37,028 | $1.9M |
| Sovereign Financial Group, Inc. | 0.44% | Add +16.1% | 36,382 | $1.9M |
| Nvwm, LLC | 0.51% | Add +79.0% | 36,301 | $1.9M |
| Steele Capital Management, Inc. | 0.10% | Reduce -4.4% | 36,243 | $1.9M |
| Physician Wealth Advisors, Inc. | 0.32% | Reduce -14.4% | 35,795 | $1.9M |
| Arkadios Wealth Advisors | 0.07% | Add +27.5% | 35,571 | $1.9M |
| Garde Capital, Inc. | 0.11% | New | 35,457 | $1.9M |
| Old Mission Capital LLC | 0.04% | New | 35,334 | $1.9M |
| M Holdings Securities, Inc. | 0.31% | Add +1.3% | 35,012 | $1.8M |
| FDx Advisors, Inc. | 0.59% | Reduce -6.1% | 34,873 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.42% | Add +1.6% | 34,464 | $1.8M |
| United Community Bank | 0.67% | Reduce -25.8% | 34,133 | $1.8M |
| GWN Securities Inc. | 0.10% | Add +395.2% | 33,892 | $1.8M |
| Hancock Whitney Corp. | 0.06% | Add +1.2% | 33,634 | $1.8M |
| Rothschild Investment LLC | 0.12% | Add +9.0% | 33,190 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.6% | 33,113 | $1.7M |
| Brookstone Capital Management | 0.02% | Reduce -2.1% | 33,112 | $1.7M |
| Allianz Investment Management U.S. LLC | 0.10% | Reduce -31.2% | 33,144 | $1.7M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -39.6% | 32,766 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +44.7% | 32,315 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -12.9% | 32,303 | $1.7M |
| Sheets Smith Wealth Management | 0.21% | Add +9.2% | 32,264 | $1.7M |
| Cooksen Wealth, LLC | 1.71% | Add +3.6% | 32,815 | $1.7M |
| Weaver Consulting Group | 0.50% | Add +5.7% | 31,975 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +7.5% | 31,772 | $1.7M |
| First Washington CORP | 0.58% | No change | 31,420 | $1.6M |
| Compass Ion Advisors, LLC | 0.19% | Reduce -8.3% | 30,633 | $1.6M |
| Hudson Portfolio Management LLC | 1.54% | Add +91.7% | 30,631 | $1.6M |
| Capital Insight Partners, LLC | 0.28% | Add +0.6% | 30,558 | $1.6M |
| Werba Rubin Papier Wealth Management | 0.35% | Add +0.9% | 30,498 | $1.6M |
| Tritonpoint Wealth, LLC | 0.15% | Reduce -0.4% | 30,374 | $1.6M |
| Brown Financial Advisors | 0.65% | Add +5.5% | 30,319 | $1.6M |
| Lido Advisors, LLC | 0.01% | Reduce -39.4% | 30,036 | $1.6M |
| Sage Financial Group Inc. | 0.13% | Reduce -24.2% | 29,996 | $1.6M |
| FineMark National Bank & Trust | 0.06% | Add +19.7% | 29,845 | $1.6M |
| Trivium Point Advisory, LLC | 0.19% | Reduce -0.4% | 29,803 | $1.6M |
| Flagstar Securities, Inc. | 0.40% | Reduce -5.2% | 29,792 | $1.6M |
| Simplicity Wealth,LLC | 0.12% | Reduce -4.0% | 29,490 | $1.5M |
| Ingalls & Snyder LLC | 0.05% | Reduce -0.6% | 29,316 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -8.3% | 29,233 | $1.5M |
| Buckhead Capital Management LLC | 0.49% | New | 29,069 | $1.5M |
| Synovus Financial Corp. | 0.02% | Add +40.4% | 28,864 | $1.5M |
| Engineers Gate Manager LP | 0.03% | Add +102.1% | 28,794 | $1.5M |
| Argent Advisors, Inc. | 0.50% | Reduce -46.2% | 28,417 | $1.5M |
| Naples Global Advisors, LLC | 0.14% | Add +21.6% | 28,366 | $1.5M |
| F/m Investments LLC | 0.06% | Add +3.9% | 28,272 | $1.5M |
| Kovack Advisors, Inc. | 0.16% | Reduce -2.7% | 28,218 | $1.5M |
| Godsey & Gibb, Inc. | 0.14% | Add +9.4% | 28,102 | $1.5M |
| A. D. Beadell Investment Counsel, Inc. | 1.22% | Reduce -6.3% | 28,000 | $1.5M |
| City National Bank of Florida | 1.32% | Reduce -4.2% | 27,976 | $1.5M |
| FSA Investment Group, LLC | 1.24% | No change | 27,921 | $1.5M |
| Belpointe Asset Management LLC | 0.08% | New | 27,859 | $1.5M |
| Seed Wealth Management, Inc. | 1.18% | New | 27,775 | $1.5M |
| &partners | 0.02% | Reduce -12.8% | 27,782 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +81.2% | 27,526 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.6% | 27,354 | $1.4M |
| Woodside Wealth Management LLC | 1.32% | — | 27,293 | $1.4M |
| Forte Asset Management LLC | 0.71% | No change | 26,902 | $1.4M |
| Ballentine Partners, LLC | 0.02% | No change | 26,720 | $1.4M |
| Coordinated Financial Services, Inc. | 1.09% | — | 26,654 | $1.4M |
| TAGStone Capital, Inc. | 0.69% | Add +449.0% | 26,625 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -5.0% | 26,221 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Reduce -1.3% | 26,212 | $1.4M |
| Paladin Wealth, LLC | 1.23% | Add +136.8% | 26,107 | $1.4M |
| Geneos Wealth Management Inc. | 0.05% | Add +20.9% | 26,004 | $1.4M |
| Rehmann Capital Advisory Group | 0.08% | Add +0.4% | 25,670 | $1.3M |
| Peregrine Asset Advisers, Inc. | 0.50% | Reduce -0.7% | 25,310 | $1.3M |
| Y.D. More Investments Ltd | 0.12% | No change | 25,130 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Add +182.6% | 25,042 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Reduce -3.2% | 24,921 | $1.3M |
| Signet Financial Management, LLC | 0.18% | Reduce -19.0% | 24,894 | $1.3M |
| Advisor OS, LLC | 0.15% | Reduce -1.7% | 24,665 | $1.3M |
| Leo Wealth, LLC | 0.18% | New | 24,268 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -44.2% | 24,114 | $1.3M |
| Legal & General Group Plc | 0.00% | Reduce -97.0% | 24,022 | $1.3M |
| Evergreen Capital Management LLC | 0.04% | No change | 23,860 | $1.2M |
| LaFleur & Godfrey LLC | 0.17% | Add +42.7% | 23,695 | $1.2M |
| Bingham Private Wealth, LLC | 1.28% | Add +2.8% | 23,665 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +9.6% | 23,512 | $1.2M |
| Peoples Bank | 0.81% | Reduce -0.3% | 23,455 | $1.2M |
| Pacific Point Advisors, LLC | 0.68% | Reduce -0.4% | 23,380 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Add +21.1% | 23,355 | $1.2M |
| National Philanthropic Trust | 0.02% | Reduce -1.0% | 23,118 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +7.2% | 23,010 | $1.2M |
| Spire Wealth Management | 0.04% | Reduce -3.7% | 22,927 | $1.2M |
| GC Wealth Management RIA, LLC | 0.22% | Reduce -4.0% | 22,705 | $1.2M |
| Parsons Capital Management Inc. | 0.06% | Add +2.4% | 22,596 | $1.2M |
| Apex Wealth Management, LLC | 1.05% | Add +0.7% | 22,226 | $1.2M |
| Exchange Bank | 0.94% | No change | 22,163 | $1.2M |
| DecisionMap Wealth Management, LLC | 0.88% | Add +0.2% | 22,115 | $1.2M |
| Calamos Wealth Management LLC | 0.06% | Reduce -4.3% | 21,406 | $1.1M |
| XY Planning Network, Inc. | 0.73% | Reduce -11.1% | 21,024 | $1.1M |
| Enclave Advisors LLC | 0.19% | Reduce -33.2% | 20,941 | $1.1M |
| Fisher Asset Management | 0.00% | Add +263.7% | 20,898 | $1.1M |
| Transatlantique Private Wealth LLC | 0.44% | Add +8.5% | 20,845 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | Add +10.8% | 20,839 | $1.1M |
| White Pine Capital LLC | 0.38% | Add +0.3% | 20,759 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +0.7% | 20,434 | $1.1M |
| Equita Financial Network, Inc. | 0.37% | Reduce -2.6% | 20,346 | $1.1M |
| Stelac Advisory Services LLC | 0.43% | No change | 19,949 | $1.0M |
| Keel Point, LLC | 0.08% | Add +2.2% | 19,943 | $1.0M |
| Plancorp, LLC | 0.04% | Add +0.2% | 19,929 | $1.0M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -6.7% | 19,910 | $1.0M |
| Red Cedar Investment Management, LLC | 0.14% | No change | 19,907 | $1.0M |
| Compton Financial Group, LLC | 0.30% | Reduce -93.1% | 19,836 | $1.0M |
| Grand Wealth Management, LLC | 0.57% | No change | 19,761 | $1.0M |
| Northeast Financial Group, Inc. | 0.38% | Reduce -8.1% | 19,686 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -3.5% | 19,592 | $1.0M |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -0.1% | 19,470 | $1.0M |
| Zacks Investment Management | 0.01% | Reduce -0.0% | 19,451 | $1.0M |
| MMBG Investment Advisors Co. | 0.11% | Add +7.2% | 19,332 | $1.0M |
| Wulff, Hansen & Co. | 0.92% | Reduce -4.8% | 19,230 | $1.0M |
| Gilbert & Cook, Inc. | 0.14% | Reduce -25.8% | 19,096 | $1.0M |
| Kanawha Capital Management LLC | 0.08% | Reduce -3.6% | 19,064 | $998K |
| SlateStone Wealth, LLC | 0.10% | Add +30.6% | 18,995 | $995K |
| CIBC Asset Management Inc | 0.00% | Reduce -0.3% | 18,987 | $994K |
| White Lighthouse Investment Management Inc. | 0.18% | No change | 18,820 | $986K |
| Bear Mountain Capital, Inc. | 0.37% | Reduce -0.9% | 18,284 | $960K |
| American Institute for Advanced Investment Management, LLP | 0.72% | Add +7.7% | 18,098 | $948K |
| Alexis Investment Partners, LLC | 0.45% | Add +93.0% | 17,850 | $935K |
| Advisory Research Inc. | 0.16% | No change | 17,830 | $934K |
| Blalock Williams, LLC | 1.04% | No change | 17,726 | $928K |
| Bessemer Group Inc. | 0.00% | Reduce -4.8% | 17,545 | $919K |
| Nwam LLC | 0.08% | Reduce -9.2% | 17,481 | $915K |
| SimpliFi, Inc. | 0.42% | Reduce -2.7% | 17,330 | $908K |
| Armor Investment Advisors, LLC | 0.37% | Reduce -45.5% | 17,223 | $902K |
| Roger Wittlin Investment Advisory, LLC | 0.52% | Reduce -12.5% | 17,108 | $896K |
| IFG Advisory, LLC | 0.05% | Add +0.7% | 16,989 | $890K |
| Stonekeep Investments, LLC | 0.65% | No change | 16,853 | $883K |
| Union Savings Bank | 0.43% | No change | 16,792 | $879K |
| Wambolt & Associates, LLC | 0.30% | Reduce -7.1% | 16,820 | $878K |
| City of London Investment Management Co. Ltd. | 0.09% | Add +44.5% | 16,569 | $868K |
| Pension & Wealth Management Advisors, Inc. | 0.32% | Add +38.2% | 16,539 | $866K |
| HB Wealth Management, LLC | 0.01% | Add +147.4% | 16,335 | $855K |
| Proficio Capital Partners LLC | 0.07% | New | 16,090 | $843K |
| Equitable Holdings, Inc. | 0.01% | Add +95.4% | 16,015 | $839K |
| Strategy Asset Managers LLC | 0.17% | Add +122.1% | 15,733 | $824K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +28.0% | 15,669 | $821K |
| Forum Private Client Group LLC | 0.36% | Reduce -2.3% | 15,665 | $820K |
| CreativeOne Wealth, LLC | 0.02% | Add +161.0% | 15,626 | $818K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -3.3% | 15,563 | $815K |
| Cumberland Partners Ltd | 0.06% | Add +18.5% | 15,490 | $811K |
| Savvy Advisors, Inc. | 0.08% | Reduce -15.3% | 15,480 | $811K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +3.4% | 15,422 | $808K |
| Cardinal Capital Management | 0.12% | No change | 15,340 | $803K |
| Grey Fox Wealth Advisors, LLC | 0.21% | Add +0.0% | 15,106 | $791K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -0.8% | 15,100 | $791K |
| SkyOak Wealth, LLC | 0.17% | Reduce -9.7% | 15,086 | $790K |
| Fonville Wealth Management LLC | 0.23% | Reduce -12.5% | 14,998 | $787K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -1.2% | 14,873 | $779K |
| Pekin Hardy Strauss, Inc. | 0.09% | Add +0.3% | 14,790 | $775K |
| Vectors Research Management, LLC | 0.27% | Reduce -76.7% | 14,628 | $766K |
| Saiph Capital, LLC | 0.36% | No change | 14,594 | $764K |
| Schechter Investment Advisors, LLC | 0.06% | Reduce -0.4% | 14,537 | $761K |
| Mount Lucas Management LP | 0.36% | Reduce -1.9% | 14,523 | $761K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -15.8% | 14,500 | $759K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +1.4% | 14,490 | $759K |
| Waters Parkerson & Co., LLC | 0.04% | Add +32.8% | 14,470 | $758K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.32% | No change | 14,460 | $757K |
| Lazari Capital Management, Inc. | 0.31% | Reduce -1.8% | 14,384 | $753K |
| Acorn Wealth Advisors, LLC | 0.31% | Reduce -0.5% | 14,240 | $746K |
| BankPlus Trust Department | 0.25% | Add +5.8% | 14,184 | $743K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 14,141 | $741K |
| Sunburst Financial Group, LLC | 0.18% | No change | 14,057 | $736K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +9.1% | 13,787 | $722K |
| Colton Groome Financial Advisors, LLC | 0.28% | Reduce -13.8% | 13,750 | $722K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -68.3% | 13,737 | $719K |
| SWP Financial LLC | 0.44% | Reduce -9.7% | 13,729 | $719K |
| ARK & TLK Investments, LLC | 0.25% | No change | 13,629 | $714K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -0.1% | 13,292 | $696K |
| Curtis Advisory Group, LLC | 0.20% | Add +10.1% | 13,086 | $685K |
| Mattson Financial Services, LLC | 0.20% | Reduce -64.1% | 12,945 | $678K |
| Wynn Capital, LLC | 0.40% | No change | 12,900 | $676K |
| Rossmore Private Capital | 0.08% | New | 12,814 | $671K |
| Sovran Advisors, LLC | 0.09% | Add +85.4% | 12,845 | $669K |
| Hilltop Holdings Inc. | 0.04% | Add +3.9% | 12,723 | $666K |
| Phoenix Financial Ltd. | 0.01% | No change | 12,698 | $665K |
| Councilor Wealth, LLC | 0.33% | Reduce -8.2% | 12,653 | $663K |
| Principal Securities, Inc. | 0.01% | Add +10.1% | 12,718 | $658K |
| PFG Investments, LLC | 0.04% | Reduce -5.2% | 12,497 | $654K |
| American Financial Advisors, LLC | 0.09% | Reduce -1.5% | 12,472 | $653K |
| Phillips Financial Management, LLC | 0.05% | Add +0.0% | 12,230 | $641K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -15.2% | 12,199 | $639K |
| Avant Financial Advisors LLC | 0.58% | No change | 12,195 | $639K |
| LYNX Capital Group Ltd. | 0.32% | Reduce -0.8% | 12,003 | $629K |
| Lewis Asset Management, LLC | 0.51% | Reduce -36.3% | 11,871 | $622K |
| Peloton Wealth Strategists | 0.27% | Reduce -2.5% | 11,860 | $621K |
| Berger Financial Group, Inc | 0.04% | New | 11,717 | $614K |
| Voya Financial Advisors, Inc. | 0.07% | Reduce -26.6% | 11,568 | $605K |
| Transcend Capital Advisors, LLC | 0.04% | Add +27.0% | 11,463 | $600K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Reduce -18.1% | 11,343 | $594K |
| Daymark Wealth Partners, LLC | 0.03% | Add +0.1% | 11,233 | $588K |
| RFG Advisory, LLC | 0.02% | Add +10.2% | 11,142 | $584K |
| Winebrenner Capital Management LLC | 0.53% | Reduce -49.7% | 11,134 | $583K |
| Client 1ST Advisory Group, LLC | 0.23% | No change | 11,077 | $580K |
| Genesis Wealth Advisors, LLC | 0.47% | Reduce -5.3% | 11,017 | $577K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.1% | 10,989 | $576K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +11.2% | 10,989 | $575K |
| Financial Counselors Inc. | 0.01% | Reduce -0.1% | 10,897 | $571K |
| Insigneo Advisory Services, LLC | 0.06% | Add +32.1% | 10,803 | $566K |
| Dodds Wealth, LLC | 0.18% | Reduce -9.0% | 10,798 | $565K |
| Kingstone Capital Partners Texas, LLC | 0.45% | Reduce -12.1% | 10,786 | $565K |
| Wingate Wealth Advisors, Inc. | 0.63% | Add +0.7% | 10,393 | $544K |
| Wealth Advisory Solutions, LLC | 0.14% | Reduce -4.4% | 10,385 | $544K |
| Level Four Advisory Services, LLC | 0.02% | No change | 10,262 | $537K |
| Legacy Bridge, LLC | 0.30% | Reduce -3.8% | 10,256 | $537K |
| Good Steward Wealth Advisors,LLC | 0.48% | — | 10,176 | $533K |
| Essex Financial Services, Inc. | 0.04% | No change | 10,152 | $532K |
| Merit Financial Group, LLC | 0.01% | New | 10,141 | $531K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -29.0% | 10,025 | $525K |
| 1834 Investment Advisors Co. | 0.07% | Reduce -15.6% | 9,973 | $522K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -14.2% | 9,964 | $522K |
| Brighton Jones LLC | 0.02% | Reduce -4.7% | 9,929 | $520K |
| Cascade Wealth Advisors, Inc | 0.36% | No change | 10,000 | $520K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,916 | $519K |
| Harbour Investments, Inc. | 0.01% | Reduce -33.6% | 9,872 | $517K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -6.4% | 9,781 | $512K |
| D.A. Davidson & Co. | 0.00% | Reduce -9.4% | 9,647 | $505K |
| Allie Family Office LLC | 0.28% | No change | 9,572 | $501K |
| AllSquare Wealth Management LLC | 0.30% | No change | 9,568 | $501K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -26.3% | 9,563 | $499K |
| Mattern Capital Management, LLC | 0.06% | New | 9,527 | $499K |
| Hohimer Wealth Management, LLC | 0.10% | Add +5.6% | 9,499 | $497K |
| BlueChip Wealth Advisors LLC | 0.24% | Add +83.4% | 9,482 | $497K |
| Boston Family Office LLC | 0.04% | Add +2.0% | 9,450 | $495K |
| 1492 Capital Management LLC | 0.26% | Reduce -3.1% | 9,350 | $490K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -1.4% | 9,349 | $490K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -11.5% | 9,211 | $482K |
| Sachetta, LLC | 0.20% | No change | 9,200 | $482K |
| Caprock Group, LLC | 0.01% | New | 9,176 | $481K |
| Commerce Bank | 0.00% | Reduce -18.5% | 9,176 | $481K |
| Asset Allocation & Management Company, LLC | 0.24% | New | 9,139 | $479K |
| Rede Wealth, LLC | 0.17% | Reduce -1.9% | 9,091 | $476K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -0.7% | 9,023 | $473K |
| Clarendon Private LLC | 0.50% | Add +74.0% | 9,006 | $472K |
| Vision Financial Markets LLC | 0.51% | Reduce -10.0% | 9,000 | $471K |
| Lanark Financial, Inc. | 0.04% | — | 8,911 | $466K |
| Keeley-Teton Advisors, LLC | 0.06% | Reduce -5.3% | 8,882 | $465K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.5% | 8,592 | $450K |
| Creekmur Asset Management LLC | 0.09% | Add +4.5% | 8,568 | $449K |
| TFB Advisors LLC | 0.13% | Reduce -42.7% | 8,536 | $447K |
| Jaffetilchin Investment Partners, LLC | 0.03% | New | 8,487 | $444K |
| Successful Portfolios LLC | 0.30% | Reduce -0.1% | 8,486 | $444K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.0% | 8,467 | $443K |
| Retireful, LLC | 0.42% | New | 52 | $442K |
| Elevation Capital Advisory, LLC | 0.19% | New | 8,422 | $441K |
| MetLife Investment Management, LLC | 0.00% | New | 8,404 | $440K |
| Townsquare Capital LLC | 0.00% | New | 8,397 | $440K |
| Howard Bailey Securities, LLC | 0.15% | Add +38.6% | 8,383 | $439K |
| Rockwood Wealth Management, LLC | 0.04% | Reduce -12.6% | 8,380 | $439K |
| Marathon Strategic Advisors, LLC | 0.47% | Reduce -1.8% | 8,374 | $439K |
| WealthBridge Capital Management, LLC | 0.12% | No change | 8,354 | $437K |
| Brucke Financial, Inc. | 0.38% | Reduce -1.9% | 8,304 | $436K |
| Ridgewood Investments LLC | 0.20% | Add +49.6% | 8,219 | $430K |
| Calton & Associates, Inc. | 0.10% | Add +15.9% | 8,210 | $430K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +0.1% | 8,187 | $429K |
| KPP Advisory Services LLC | 0.08% | New | 8,146 | $427K |
| Ceeto Capital Group, LLC | 0.16% | No change | 8,000 | $419K |
| Ameliora Wealth Management Ltd. | 0.16% | Reduce -5.8% | 8,000 | $419K |
| Garrison Point Advisors, LLC | 0.20% | No change | 7,940 | $416K |
| Verum Partners LLC | 0.11% | Reduce -7.7% | 7,915 | $414K |
| Elyxium Wealth, LLC | 0.18% | No change | 7,914 | $414K |
| Janney Capital Management LLC | 0.03% | Reduce -6.0% | 7,880 | $413K |
| Rialto Wealth Management, LLC | 0.13% | Reduce -0.0% | 7,876 | $412K |
| Strive Asset Management, LLC | 0.29% | Add +30.0% | 7,870 | $412K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -2.6% | 7,816 | $409K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -11.1% | 7,772 | $407K |
| Aspiriant, LLC | 0.01% | Add +42.9% | 7,764 | $407K |
| Orleans Capital Management Corp. | 0.24% | No change | 7,660 | $401K |
| First Manhattan Co. Llc. | 0.00% | Add +1.9% | 7,645 | $400K |
| D.B. Root & Company, LLC | 0.13% | No change | 7,590 | $397K |
| First United Bank & Trust | 0.15% | Reduce -8.1% | 7,572 | $397K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.4% | 7,563 | $396K |
| XTX Topco Ltd | 0.02% | New | 7,534 | $395K |
| Truefg, LLC | 0.13% | Reduce -5.0% | 7,456 | $390K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -0.7% | 7,411 | $388K |
| CGN Advisors LLC | 0.04% | No change | 7,407 | $388K |
| Ancora Advisors LLC | 0.01% | Reduce -82.5% | 7,368 | $386K |
| Cibc World Market Inc. | 0.00% | Reduce -0.1% | 7,341 | $384K |
| Patten Group, Inc. | 0.09% | Add +16.9% | 7,301 | $382K |
| Panoramic Investment Advisors, LLC | 0.26% | Reduce -10.8% | 7,293 | $382K |
| Panoramic Capital Partners, LLC | 0.39% | No change | 7,295 | $378K |
| Waterloo Capital, L.P. | 0.04% | Reduce -50.8% | 7,176 | $376K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -4.2% | 7,125 | $373K |
| Hexagon Capital Partners LLC | 0.07% | Add +0.9% | 7,113 | $373K |
| SteelPeak Wealth, LLC | 0.02% | Add +28.2% | 7,044 | $369K |
| CFM Wealth Partners LLC | 0.07% | No change | 7,042 | $369K |
| Two West Capital Advisors LLC | 0.31% | Add +2.3% | 7,110 | $367K |
| GEN Financial Management, INC. | 0.25% | Reduce -71.3% | 6,949 | $364K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -20.2% | 6,902 | $361K |
| Value Partners Investments Inc. | 0.03% | No change | 6,833 | $358K |
| Innealta Capital, LLC | 0.20% | Reduce -8.5% | 6,823 | $357K |
| Cypress Capital Group | 0.05% | Add +2.3% | 6,734 | $353K |
| FWG Holdings, LLC | 0.17% | New | 6,608 | $347K |
| Arrow Financial Corp | 0.04% | No change | 6,607 | $346K |
| Seascape Capital Management | 0.12% | No change | 6,600 | $346K |
| Autumn Glory Partners, LLC | 0.17% | No change | 6,605 | $346K |
| Seelaus Asset Management LLC | 0.33% | Add +8.7% | 6,538 | $342K |
| Ninety One UK Ltd | 0.00% | No change | 6,520 | $341K |
| Obermeyer Wealth Partners | 0.02% | Add +0.0% | 6,509 | $341K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -14.2% | 6,500 | $340K |
| Brady Family Wealth, LLC | 0.11% | Add +0.3% | 6,492 | $340K |
| Disciplined Investments, LLC | 0.16% | No change | 6,487 | $340K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -11.6% | 6,482 | $339K |
| Keystone Financial Group, Inc. | 0.24% | Add +3.1% | 6,489 | $339K |
| Argent Trust Co | 0.01% | No change | 6,430 | $337K |
| BTG Pactual Asset Management US LLC | 0.04% | No change | 6,407 | $336K |
| Wedbush Securities Inc. | 0.01% | Reduce -11.0% | 6,366 | $333K |
| M&T Bank Corp | 0.00% | Reduce -13.1% | 6,357 | $333K |
| Lifeworks Advisors, LLC | 0.05% | Add +3.5% | 6,295 | $330K |
| Invst, LLC | 0.04% | New | 6,288 | $329K |
| K2 Financial Inc. | 0.32% | Add +10.7% | 6,316 | $329K |
| Sax Wealth Advisors, LLC | 0.02% | Add +60.1% | 6,263 | $328K |
| West Michigan Advisors, LLC | 0.11% | Reduce -4.6% | 6,228 | $326K |
| Heartwood Wealth Advisors LLC | 0.04% | New | 6,216 | $326K |
| Townsend & Associates, Inc | 0.03% | No change | 6,152 | $320K |
| Atlantic Edge Private Wealth Management, LLC | 0.10% | Reduce -11.2% | 6,100 | $319K |
| Centaurus Financial, Inc. | 0.02% | Reduce -5.6% | 6,084 | $319K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -52.3% | 6,076 | $318K |
| Capital Advisors Wealth Management, LLC | 0.06% | Reduce -4.1% | 6,076 | $318K |
| Integral Investment Advisors, Inc. | 0.10% | Add +28.4% | 6,059 | $317K |
| L.M. Kohn & Company | 0.08% | Add +0.0% | 6,022 | $315K |
| Peak Planning Group, LLC | 0.13% | Add +10.5% | 5,987 | $314K |
| Winthrop Advisory Group LLC | 0.04% | New | 5,959 | $312K |
| 4J Wealth Management LLC | 0.25% | No change | 5,954 | $312K |
| Trek Financial, LLC | 0.02% | New | 5,945 | $311K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 5,884 | $308K |
| TD Capital Management LLC | 0.03% | Reduce -1.7% | 5,850 | $306K |
| NewEdge Wealth, LLC | 0.01% | Add +1.1% | 5,845 | $306K |
| Vermillion & White Wealth Management Group, LLC | 0.22% | Reduce -7.1% | 5,839 | $306K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -21.8% | 5,827 | $305K |
| Hoxton Planning & Management, LLC | 0.12% | No change | 5,815 | $305K |
| Ieq Capital, LLC | 0.00% | No change | 5,780 | $303K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -28.3% | 5,768 | $302K |
| Integrated Investment Consultants, LLC | 0.06% | Add +0.5% | 5,747 | $301K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 5,700 | $299K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Reduce -1.0% | 5,694 | $298K |
| Bulltick Wealth Management, LLC | 0.08% | Reduce -86.6% | 5,665 | $297K |
| Caliber Wealth Management, LLC / KS | 0.04% | — | 5,653 | $296K |
| McAdam, LLC | 0.02% | Reduce -2.1% | 5,642 | $295K |
| CENTRAL TRUST Co | 0.01% | Add +113.7% | 5,611 | $294K |
| Wesbanco Bank Inc. | 0.01% | Reduce -2.9% | 5,470 | $286K |
| Dana Investment Advisors, Inc. | 0.01% | Add +13.4% | 5,439 | $285K |
| St Germain D J Co. Inc. | 0.01% | New | 5,418 | $284K |
| West Wealth Group, LLC | 0.08% | New | 5,430 | $284K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 5,410 | $283K |
| PKS Advisory Services, LLC | 0.08% | Reduce -1.4% | 5,401 | $283K |
| Glass Jacobson Investment Advisors llc | 0.09% | No change | 5,462 | $282K |
| Wbi Investments, LLC | 0.07% | New | 5,391 | $282K |
| Capital Analysts, LLC | 0.01% | Add +2.9% | 5,347 | $280K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +23.4% | 5,280 | $276K |
| Intergy Private Wealth, LLC | 0.10% | Reduce -2.6% | 5,269 | $276K |
| Independent Solutions Wealth Management, LLC | 0.06% | No change | 5,262 | $276K |
| Evanson Asset Management, LLC | 0.02% | Add +0.7% | 5,251 | $275K |
| Ignite Planners, LLC | 0.05% | No change | 5,251 | $274K |
| C2C Wealth Management, LLC | 0.26% | No change | 5,202 | $272K |
| Grove Bank & Trust | 0.04% | No change | 5,137 | $269K |
| Plimoth Trust Co. LLC | 0.07% | No change | 5,127 | $269K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -1.4% | 5,118 | $268K |
| Americana Partners, LLC | 0.01% | No change | 5,105 | $267K |
| Webster Bank, N. A. | 0.03% | Add +7.5% | 5,104 | $267K |
| Centurion Wealth Management LLC | 0.08% | No change | 5,148 | $266K |
| Horan Securities, Inc. | 0.10% | Add +8.4% | 5,080 | $266K |
| Private Trust Co. NA | 0.03% | Reduce -33.4% | 5,045 | $264K |
| Black Maple Capital Management LP | 0.21% | No change | 5,000 | $262K |
| Florida Trust Wealth Management Co | 0.01% | New | 5,000 | $262K |
| Insight Wealth Partners, LLC | 0.16% | Reduce -0.9% | 4,991 | $261K |
| Davidson Investment Advisors | 0.01% | No change | 4,955 | $259K |
| MBL Wealth, LLC | 0.03% | Reduce -8.2% | 4,920 | $258K |
| Seamount Financial Group Inc. | 0.17% | Add +1.8% | 4,831 | $253K |
| eCIO, Inc. | 0.10% | — | 4,810 | $252K |
| Park Place Capital Corp | 0.07% | Reduce -20.6% | 4,802 | $251K |
| Concord Wealth Partners | 0.04% | Add +0.7% | 4,744 | $248K |
| Visionary Horizons, LLC | 0.17% | New | 4,719 | $247K |
| Independent Advisor Alliance | 0.01% | Reduce -76.3% | 4,584 | $240K |
| Middleton & Co. Inc. | 0.03% | No change | 4,511 | $236K |
| Oxinas Partners, LLC | 0.14% | Add +7.5% | 4,501 | $236K |
| BLB&B Advisors, LLC | 0.01% | No change | 4,485 | $235K |
| Foguth Wealth Management, LLC. | 0.06% | Reduce -0.7% | 4,473 | $234K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -1.7% | 4,520 | $234K |
| Guardian Wealth Advisors, LLC | 0.15% | Reduce -7.8% | 4,459 | $234K |
| Maridea Wealth Management LLC | 0.08% | New | 4,428 | $232K |
| Raffa Wealth Management, LLC | 0.05% | Reduce -1.9% | 4,354 | $228K |
| Premier Path Wealth Partners, LLC | 0.04% | New | 4,340 | $227K |
| Financial Perspectives, Inc | 0.08% | Reduce -2.0% | 4,293 | $225K |
| Ameriflex Group, Inc. | 0.09% | Add +0.3% | 4,288 | $225K |
| Heritage Investors Management Corp. | 0.01% | New | 4,286 | $224K |
| Portland Financial Advisors Inc | 0.56% | No change | 4,190 | $219K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 4,179 | $219K |
| Tandem Investment Partners LLC | 0.21% | Reduce -3.6% | 4,143 | $217K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -1.5% | 4,140 | $217K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -19.2% | 4,134 | $216K |
| First Affirmative Financial Network | 0.13% | Reduce -18.1% | 4,114 | $215K |
| Mather Group, Llc. | 0.00% | Add +11.5% | 4,084 | $214K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -19.7% | 4,052 | $212K |
| Legacy Capital Group California, Inc. | 0.07% | Add +2.3% | 4,049 | $212K |
| Freestone Capital Holdings, LLC | 0.01% | New | 4,044 | $212K |
| PCG Wealth Advisors, LLC | 0.07% | Reduce -50.0% | 4,000 | $209K |
| Ipswich Investment Management Co., Inc. | 0.05% | No change | 4,000 | $209K |
| Martin Capital Advisors, LLP | 0.15% | No change | 3,960 | $207K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 3,951 | $207K |
| Renasant Bank | 0.14% | No change | 3,938 | $206K |
| Hemington Wealth Management | 0.03% | Add +0.4% | 3,938 | $206K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -42.8% | 3,937 | $206K |
| Howard Financial Services, LTD. | 0.03% | New | 3,916 | $205K |
| Navigoe, LLC | 0.18% | Add +0.2% | 3,919 | $205K |
| Woodward Diversified Capital, LLC | 0.14% | New | 3,908 | $205K |
| Horizon Investment Services, LLC | 0.10% | Reduce -4.9% | 3,872 | $203K |
| Matthew Goff Investment Advisor, LLC | 0.04% | Reduce -6.1% | 3,858 | $202K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -10.7% | 3,858 | $202K |
| Fox Hill Wealth Management | 0.12% | Reduce -0.3% | 3,858 | $202K |
| Proactive Wealth Strategies LLC | 0.11% | New | 3,858 | $202K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 3,849 | $202K |
| Sunflower Bank, N.A. | 0.06% | New | 3,830 | $201K |
| Alaska Permanent Capital Management, LLC | 0.02% | No change | 3,750 | $196K |
| Wilshire Advisors LLC | 0.62% | Reduce -4.0% | 37,299 | $195K |
| Colonial Trust Advisors | 0.02% | Add +12.3% | 3,648 | $191K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -14.0% | 3,462 | $181K |
| Archer Investment Corp | 0.05% | No change | 3,349 | $175K |
| CVA Family Office, LLC | 0.03% | Add +13.3% | 3,209 | $168K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,164 | $166K |
| NorthRock Partners, LLC | 0.01% | Reduce -5.8% | 3,123 | $164K |
| Zions Bancorporation, National Association | 0.01% | — | 3,000 | $157K |
| Allworth Financial LP | 0.00% | Reduce -30.3% | 2,966 | $155K |
| Crews Bank & Trust | 0.03% | No change | 2,870 | $150K |
| Atticus Wealth Management, LLC | 0.05% | Reduce -28.4% | 2,690 | $141K |
| Front Row Advisors LLC | 0.05% | No change | 2,685 | $141K |
| Continuum Advisory, LLC | 0.02% | Reduce -27.4% | 2,407 | $126K |
| Studio Investment Management LLC | 0.03% | No change | 2,350 | $123K |
| GeoWealth Management, LLC | 0.00% | Reduce -11.3% | 2,349 | $123K |
| EPG Wealth Management LLC | 0.03% | Reduce -5.2% | 2,332 | $122K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,217 | $116K |
| Colonial Trust Co / SC | 0.02% | Reduce -27.7% | 2,154 | $113K |
| ORG Partners LLC | 0.03% | Add +3.6% | 2,135 | $111K |
| Logan Capital Management Inc. | 0.00% | Add +2.9% | 2,074 | $109K |
| Main Street Group, LTD | 0.05% | No change | 2,000 | $105K |
| Future Financial Wealth Managment LLC | 0.08% | No change | 1,974 | $103K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,763 | $92K |
| Alpine Bank Wealth Management | 0.01% | — | 1,720 | $90K |
| First PREMIER Bank | 0.02% | Reduce -20.1% | 1,709 | $90K |
| NFSG Corp | 0.02% | No change | 1,700 | $89K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,700 | $89K |
| South Plains Financial, Inc. | 0.07% | No change | 1,660 | $87K |
| Wayfinding Financial, LLC | 0.04% | New | 1,617 | $84K |
| Elevate Wealth Advisory, Inc. | 0.06% | Add +22.3% | 1,534 | $80K |
| Community Bank, N.A. | 0.01% | Reduce -20.0% | 1,520 | $80K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,702 | $78K |
| Peoples Bank | 0.05% | New | 1,479 | $77K |
| McClarren Financial Advisors, Inc. | 0.05% | New | 157 | $76K |
| Red Lighthouse Investment Management, LLC | 0.03% | Reduce -5.5% | 1,423 | $73K |
| Olde Wealth Management, LLC | 0.02% | New | 1,313 | $68K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,271 | $66K |
| Security National Bank | 0.01% | No change | 1,245 | $65K |
| Bogart Wealth, LLC | 0.00% | No change | 1,239 | $65K |
| Valley Wealth Managers, Inc. | 0.00% | Add +64.6% | 1,236 | $65K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -23.0% | 1,183 | $62K |
| Horizon Investments, LLC | 0.00% | No change | 1,146 | $60K |
| Sandy Spring Bank | 0.00% | No change | 1,130 | $59K |
| Founders Capital Management | 0.04% | No change | 1,040 | $54K |
| N.E.W. Advisory Services LLC | 0.00% | New | 997 | $52K |
| Family Manage LLC | 0.01% | Reduce -99.7% | 986 | $52K |
| Copia Wealth Management | 0.05% | No change | 971 | $51K |
| Tidemark, LLC | 0.02% | No change | 948 | $50K |
| Asset Dedication, LLC | 0.00% | New | 886 | $46K |
| Independence Bank of Kentucky | 0.01% | No change | 864 | $45K |
| Coldstream Capital Management Inc. | 0.00% | New | 853 | $45K |
| Thompson Investment Management, Inc. | 0.01% | No change | 831 | $44K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 821 | $43K |
| Kennebec Savings Bank | 0.04% | No change | 809 | $42K |
| Barrett & Company, Inc. | 0.02% | No change | 800 | $42K |
| Darwin Wealth Management, LLC | 0.01% | No change | 807 | $42K |
| Headlands Technologies LLC | 0.00% | Reduce -82.8% | 779 | $41K |
| Howe & Rusling Inc. | 0.00% | New | 731 | $38K |
| Bell Investment Advisors, Inc | 0.01% | No change | 712 | $37K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -17.9% | 696 | $36K |
| Bank of New Hampshire | 0.01% | New | 690 | $36K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -1.3% | 687 | $36K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -49.3% | 682 | $36K |
| Aventura Private Wealth, LLC | 0.02% | No change | 649 | $34K |
| Bellwether Advisors, LLC | 0.01% | No change | 631 | $33K |
| McIlrath & Eck, LLC | 0.00% | No change | 604 | $32K |
| WealthShield Partners, LLC | 0.00% | Add +132.8% | 589 | $31K |
| Rise Advisors, LLC | 0.01% | Add +0.7% | 566 | $30K |
| City Holding Co. | 0.00% | Add +14.3% | 560 | $29K |
| Tsfg, LLC | 0.01% | Reduce -46.6% | 532 | $28K |
| Dunhill Financial, LLC | 0.01% | New | 831 | $28K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 500 | $26K |
| WPG Advisers, LLC | 0.02% | Reduce -24.0% | 485 | $25K |
| Country Trust Bank | 0.00% | No change | 483 | $25K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 450 | $24K |
| Optimum Investment Advisors | 0.01% | Reduce -79.8% | 400 | $21K |
| Lindbrook Capital, LLC | 0.00% | Reduce -76.1% | 400 | $21K |
| Key Financial Inc | 0.00% | No change | 397 | $21K |
| Transce3nd, LLC | 0.01% | Reduce -36.3% | 361 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 350 | $18K |
| Sound Income Strategies, LLC | 0.00% | No change | 342 | $18K |
| Clearstead Trust, LLC | 0.00% | New | 341 | $18K |
| Financial Freedom, LLC | 0.01% | Add +0.6% | 331 | $17K |
| PSI Advisors, LLC | 0.01% | Reduce -31.4% | 330 | $17K |
| Whipplewood Advisors, LLC | 0.01% | Add +2.4% | 338 | $17K |
| CKW Financial Group | 0.00% | No change | 333 | $17K |
| JCIC Asset Management Inc. | 0.01% | No change | 320 | $17K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +303.8% | 319 | $17K |
| SRH Advisors, LLC | 0.00% | No change | 300 | $16K |
| Decker Retirement Planning Inc. | 0.01% | No change | 283 | $15K |
| Costello Asset Management, INC | 0.01% | New | 282 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -64.2% | 235 | $12K |
| FWL Investment Management, LLC | 0.00% | Add +15.0% | 230 | $12K |
| Richardson Financial Services Inc. | 0.01% | Reduce -0.4% | 228 | $12K |
| Noble Wealth Management PBC | 0.01% | No change | 220 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -98.9% | 217 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 197 | $10K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 184 | $10K |
| Park Square Financial Group, LLC | 0.01% | Reduce -30.2% | 171 | $9K |
| Register Financial Advisors LLC | 0.00% | Add +0.7% | 152 | $8K |
| Blue Trust, Inc. | 0.00% | Reduce -85.0% | 145 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 140 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 130 | $7K |
| Bristlecone Advisors, LLC | 0.00% | No change | 128 | $7K |
| Integrity Financial Corp | 0.00% | New | 120 | $6K |
| JNBA Financial Advisors | 0.00% | No change | 114 | $6K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 110 | $6K |
| Flagship Wealth Advisors, LLC | 0.00% | Add +60.3% | 109 | $6K |
| Trivant Custom Portfolio Group, LLC | 0.00% | No change | 100 | $5K |
| Syntax Research, Inc. | 0.00% | Reduce -84.9% | 99 | $5K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 97 | $5K |
| FSA Wealth Management LLC | 0.00% | No change | 94 | $5K |
| New Millennium Group LLC | 0.00% | Reduce -81.4% | 91 | $5K |
| Northwest Capital Management Inc | 0.00% | No change | 89 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 84 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 81 | $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 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 66 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.7% | 61 | $3K |
| Olistico Wealth, LLC | 0.00% | New | 57 | $3K |
| LRI Investments, LLC | 0.00% | No change | 49 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 48 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 40 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 38 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | New | 37 | $2K |
| Rossby Financial, LCC | 0.00% | New | 25 | $1K |
| Centricity Wealth Management, LLC | 0.00% | Add +60.0% | 24 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 16 | $838 |
| Cheviot Value Management, LLC | 0.00% | New | 3 | $156 |
| Bfsg, LLC | 0.00% | No change | 1 | $53 |
| Barclays PLC | 0.00% | No change | 1 | $52 |
| Cubist Systematic Strategies, 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.