iShares 1-5Y Inv GradeIGSBETF
13F holders, Q2 2025 (June 30)947holders +1
64new positions
65sold out
6famous investors
$52.76avg. 13F price*
At the end of Q2 2025, 947 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, up 1 from Q1 2025. 64 opened new positions and 65 sold out. The largest holders were Northern Trust Corp. ($1.2B), Charles Schwab Investment Management Inc. ($1.1B) and BlackRock, Inc. ($775.9M). 6 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- iShares 1-5Y Inv Grade Corp.
- CUSIP
- 464288646
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $187.2M |
| Exits | 65 | $138.8M |
All 13F filers, Q1 2025 → Q2 2025: 23,447,137 shares bought and 24,774,563 shares sold, net −1,327,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 947 holders
| Northern Trust Corp. | 0.17% | Add +3.5% | 23,092,774 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.19% | Reduce -0.8% | 21,142,040 | $1.1B |
| BlackRock, Inc. | 0.01% | Reduce -27.5% | 14,707,017 | $775.9M |
| Matson Money. Inc. | 24.29% | Reduce -0.1% | 13,287,182 | $701.0M |
| Ameriprise Financial Inc. | 0.17% | Reduce -6.4% | 12,898,005 | $680.5M |
| Japan Science & Technology Agency | 8.18% | Reduce -6.1% | 9,770,000 | $515.5M |
| Bank of America Corp. | 0.04% | Add +6.9% | 8,632,893 | $455.5M |
| FMR LLC | 0.02% | Add +425.5% | 8,111,082 | $427.9M |
| EP Wealth Advisors, LLC | 2.69% | Add +35.7% | 7,752,802 | $409.0M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -6.8% | 7,687,322 | $405.6M |
| Morgan Stanley | 0.03% | Reduce -3.5% | 7,382,594 | $389.5M |
| Barings LLC | 8.64% | No change | 6,840,027 | $360.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +1.3% | 5,762,161 | $304.0M |
| Allstate Corp. | 18.50% | Add +17.3% | 4,867,676 | $256.8M |
| Pure Financial Advisors, LLC | 4.46% | Add +5.4% | 4,806,043 | $253.6M |
| UBS Group AG | 0.05% | Add +1.7% | 4,606,248 | $243.0M |
| Captrust Financial Advisors | 0.50% | Add +5.8% | 4,205,973 | $221.9M |
| PNC Financial Services Group, Inc. | 0.13% | Add +1.2% | 3,738,175 | $197.2M |
| Wells Fargo & Company | 0.04% | Reduce -2.8% | 3,346,712 | $176.6M |
| Raymond James Financial Inc. | 0.06% | Add +1.1% | 3,066,679 | $161.8M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -2.2% | 3,019,329 | $159.3M |
| Members Trust Co | 5.43% | Add +16.4% | 2,987,959 | $157.6M |
| Stifel Financial Corp. | 0.15% | Add +1.4% | 2,935,379 | $154.9M |
| JPMorgan Chase & Co. | 0.01% | Add +2.4% | 2,879,750 | $151.9M |
| D. E. Shaw & Co. | 0.16% | Add +182.5% | 2,781,800 | $146.8M |
| Sona Asset Management (us) LLC | 10.14% | New | 2,535,000 | $133.7M |
| Point72 Asset Management | 0.32% | No change | 2,432,000 | $128.3M |
| LPL Financial LLC | 0.04% | Add +7.6% | 2,148,930 | $113.4M |
| Truist Financial Corp. | 0.17% | Reduce -2.1% | 2,141,027 | $113.0M |
| Flputnam Investment Management Co. | 1.76% | Add +2.5% | 1,947,142 | $102.7M |
| Royal Bank of Canada | 0.02% | Reduce -21.6% | 1,945,151 | $102.6M |
| Busey Bank | 2.97% | Reduce -2.5% | 1,841,278 | $97.1M |
| NorthCoast Asset Management LLC | 0.41% | Reduce -2.6% | 1,793,896 | $94.6M |
| Haverford Trust Co | 0.86% | Reduce -0.7% | 1,718,801 | $90.7M |
| Composition Wealth, LLC | 1.48% | Add +7.9% | 1,670,525 | $88.1M |
| HighTower Advisors, LLC | 0.11% | Reduce -2.1% | 1,647,281 | $86.9M |
| Keybank National Association | 0.32% | Add +2.3% | 1,647,114 | $86.9M |
| Williams Jones Wealth Management, LLC. | 0.99% | Add +1.3% | 1,568,693 | $82.8M |
| Quotient Wealth Partners, LLC | 2.32% | Add +1.6% | 1,493,865 | $78.8M |
| Dynasty Wealth Management, LLC | 1.33% | Reduce -3.0% | 1,473,979 | $77.8M |
| Destination Wealth Management | 2.19% | Add +0.4% | 1,415,266 | $74.7M |
| O'shaughnessy Asset Management, LLC | 0.48% | Add +3.9% | 1,343,614 | $70.9M |
| Parkside Investments, LLC | 9.46% | Add +26.4% | 1,320,082 | $69.6M |
| Assetmark, Inc. | 0.16% | Add +2.1% | 1,292,777 | $68.2M |
| Money Design Co.,Ltd. | 3.30% | Add +89.3% | 1,266,732 | $66.8M |
| MML Investors Services, LLC | 0.19% | Add +11.0% | 1,247,798 | $65.8M |
| MAI Capital Management | 0.46% | Add +4.5% | 1,243,214 | $65.6M |
| Mariner, LLC | 0.09% | Reduce -1.1% | 1,211,751 | $63.9M |
| One Capital Management, LLC | 2.18% | Add +0.8% | 1,191,950 | $62.9M |
| Greenwood Gearhart LLC | 3.80% | Add +3.0% | 1,152,931 | $60.8M |
| Kestra Investment Management, LLC | 1.84% | Reduce -44.4% | 1,151,216 | $60.7M |
| US Bancorp \de | 0.07% | Add +8.3% | 1,128,304 | $59.5M |
| Renaissance Technologies | 0.08% | Reduce -43.4% | 1,120,100 | $59.1M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.6% | 1,120,405 | $58.8M |
| Clearwater Capital Advisors, LLC | 5.23% | Add +0.4% | 1,085,960 | $57.3M |
| Klaas Financial Asset Advisors, LLC | 8.04% | Add +1.3% | 962,538 | $50.8M |
| Osaic Holdings, Inc. | 0.09% | Add +25.7% | 935,340 | $49.3M |
| Maryland Capital Advisors Inc. | 19.20% | Add +5.2% | 928,958 | $49.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.78% | Add +4.5% | 900,636 | $47.5M |
| Cetera Investment Advisers | 0.08% | Reduce -22.4% | 897,059 | $47.3M |
| Zurich Insurance Group Ltd | 0.36% | Add +31.6% | 894,272 | $47.2M |
| Fiduciary Trust Co | 0.57% | Reduce -5.0% | 881,002 | $46.5M |
| Arax Advisory Partners | 2.03% | Add +3.0% | 821,602 | $44.1M |
| Bank of Montreal | 0.02% | Add +11.1% | 824,228 | $43.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -10.8% | 817,000 | $43.1M |
| Meeder Advisory Services, Inc. | 2.21% | Add +7.8% | 808,279 | $42.6M |
| Cutler Investment Counsel LLC | 4.58% | Add +1.7% | 779,759 | $41.1M |
| Ritholtz Wealth Management | 0.90% | Reduce -5.5% | 774,660 | $40.9M |
| Bangor Savings Bank | 3.65% | Add +1.7% | 773,440 | $40.8M |
| Pathstone Holdings, LLC | 0.16% | Add +14.6% | 753,248 | $39.7M |
| PDS Planning, Inc | 2.83% | Add +6.4% | 719,911 | $38.0M |
| Bartlett & Co. Wealth Management LLC | 0.51% | Add +6.6% | 693,523 | $36.6M |
| Dakota Wealth Management | 0.76% | Add +33.5% | 687,177 | $36.3M |
| Janney Montgomery Scott LLC | 0.09% | Add +0.7% | 680,493 | $35.9M |
| Focus Partners Wealth | 0.08% | Reduce -0.7% | 667,525 | $35.2M |
| Arkansas Financial Group, Inc. | 5.44% | Reduce -3.1% | 664,118 | $35.0M |
| Stephens Inc. | 0.48% | Reduce -29.1% | 656,477 | $34.6M |
| NewSquare Capital LLC | 2.54% | Add +1.0% | 648,331 | $34.2M |
| Gradient Investments LLC | 0.61% | Add +0.1% | 630,782 | $33.3M |
| Stockman Wealth Management, Inc. | 4.48% | Reduce -3.6% | 625,238 | $33.0M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -5.3% | 616,527 | $32.5M |
| TD Private Client Wealth LLC | 0.78% | Add +10.6% | 604,521 | $31.9M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -22.1% | 563,408 | $29.7M |
| United Capital Financial Advisors, LLC | 0.24% | Reduce -5.5% | 556,731 | $29.4M |
| Prime Capital Investment Advisors, LLC | 0.38% | Reduce -34.3% | 544,773 | $28.7M |
| Nelson Capital Management, LLC | 3.68% | Add +3.1% | 527,436 | $27.8M |
| DT Investment Partners, LLC | 2.45% | Reduce -3.3% | 517,776 | $27.3M |
| 1832 Asset Management L.P. | 0.05% | Reduce -1.2% | 515,740 | $27.2M |
| Monograph Wealth Advisors, LLC | 3.35% | Add +11.8% | 515,522 | $27.2M |
| OneDigital Investment Advisors LLC | 0.30% | Add +5.4% | 513,959 | $27.1M |
| Leavell Investment Management, Inc. | 1.18% | Add +8.7% | 499,781 | $26.4M |
| Graypoint LLC | 1.45% | Add +11.2% | 487,738 | $25.7M |
| Chicago Partners Investment Group LLC | 0.74% | Reduce -2.8% | 485,256 | $25.5M |
| Members Capital Advisors Inc. | 29.22% | New | 480,000 | $25.3M |
| Lutz Financial Services LLC | 1.96% | Reduce -1.2% | 477,429 | $25.2M |
| Arch Capital Group LTD. | 8.44% | Reduce -73.0% | 469,378 | $24.8M |
| Fiduciary Group, LLC | 2.05% | Reduce -0.3% | 413,557 | $21.8M |
| RiverFront Investment Group, LLC | 0.41% | Add +2.9% | 402,818 | $21.3M |
| Courage Miller Partners, LLC | 6.55% | Reduce -2.1% | 391,742 | $20.7M |
| Astoria Strategic Wealth, Inc. | 5.58% | Add +2.0% | 391,604 | $20.7M |
| Prudential Financial Inc. | 0.03% | Reduce -52.4% | 395,000 | $20.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Add +2.0% | 374,677 | $19.8M |
| Bar Harbor Wealth Management | 1.26% | Reduce -1.1% | 372,581 | $19.7M |
| Jacobson & Schmitt Advisors, LLC | 3.48% | Add +1.2% | 372,082 | $19.6M |
| Stephens Group Asset Management, LLC | 1.40% | Add +1.0% | 368,692 | $19.5M |
| Amtrust Financial Services, Inc. | 6.97% | No change | 367,800 | $19.4M |
| Alley Investment Management Company, LLC | 2.31% | Reduce -4.6% | 362,158 | $19.1M |
| JBGlobal.com LLC | 19.36% | Add +696.8% | 353,089 | $18.6M |
| First Citizens Bank & Trust Co. | 0.33% | Add +14.6% | 349,227 | $18.4M |
| Schaeffer Financial LLC | 17.95% | Add +8.7% | 348,482 | $18.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -27.6% | 340,237 | $18.0M |
| Atwood & Palmer Inc. | 1.12% | Reduce -35.3% | 339,783 | $17.9M |
| Blue Fin Capital, Inc. | 3.03% | Add +4.0% | 336,793 | $17.8M |
| Baird Financial Group, Inc. | 0.03% | Add +3.9% | 335,650 | $17.7M |
| Parallel Advisors, LLC | 0.35% | Add +11.3% | 335,115 | $17.7M |
| AE Wealth Management LLC | 0.13% | Reduce -19.7% | 331,022 | $17.5M |
| IFP Advisors, Inc | 0.49% | Add +8.4% | 328,649 | $17.3M |
| Anchor Capital Advisors LLC | 0.51% | Reduce -2.5% | 328,625 | $17.3M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +3.3% | 327,825 | $17.3M |
| Creative Planning | 0.01% | Reduce -0.2% | 326,991 | $17.3M |
| Guggenheim Capital LLC | 0.14% | Reduce -1.5% | 326,425 | $17.2M |
| Johns Hopkins University | 0.90% | No change | 321,905 | $17.0M |
| Strategic Advocates LLC | 4.94% | Add +3.3% | 315,403 | $16.6M |
| D L Carlson Investment Group Inc. | 3.03% | Add +33.1% | 314,613 | $16.6M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -4.3% | 307,546 | $16.2M |
| Better Money Decisions, LLC | 9.65% | Add +5.3% | 301,082 | $15.9M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 300,000 | $15.8M |
| Presilium Private Wealth, LLC | 3.23% | Add +7.9% | 299,183 | $15.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +111.4% | 298,993 | $15.8M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | No change | 295,500 | $15.6M |
| Alesco Advisors, LLC, An ESL Co | 0.43% | Add +27.7% | 285,093 | $15.0M |
| Summit Wealth Partners, LLC | 2.82% | Reduce -8.2% | 279,948 | $14.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | No change | 278,770 | $14.7M |
| Summit Financial, LLC | 0.33% | Add +7.4% | 276,923 | $14.6M |
| Discipline Wealth Solutions, LLC | 5.55% | Add +8.9% | 274,889 | $14.5M |
| Strategic Investment Advisors / MI | 1.37% | Reduce -9.7% | 267,088 | $14.1M |
| TCTC Holdings, LLC | 0.45% | Reduce -0.2% | 264,681 | $14.0M |
| Cerity Partners LLC | 0.02% | Reduce -7.4% | 264,460 | $14.0M |
| Disciplina Capital Management LLC | 1.75% | Add +12.8% | 262,308 | $13.8M |
| Stratos Wealth Partners, LTD. | 0.19% | Add +474.2% | 260,576 | $13.7M |
| Charter Oak Capital Management, LLC | 1.13% | Reduce -0.4% | 253,505 | $13.4M |
| Dai-ichi Life Holdings, Inc. | 15.49% | Add +5.2% | 251,100 | $13.2M |
| NBT Bank, N.A. | 0.90% | Reduce -2.1% | 248,321 | $13.1M |
| Goelzer Investment Management, Inc. | 0.71% | Add +0.7% | 246,185 | $13.0M |
| Kwmg, LLC | 1.19% | Add +6.7% | 239,691 | $12.6M |
| Prosperity Planning, Inc. | 5.10% | Add +2.0% | 239,318 | $12.6M |
| Smithfield Trust Co | 0.59% | Reduce -7.0% | 237,262 | $12.5M |
| Atria Wealth Solutions, Inc. | 0.28% | Reduce -34.4% | 237,361 | $12.5M |
| MTC Wealth Management LLC | 6.00% | Reduce -3.2% | 236,694 | $12.5M |
| Fortis Capital Management LLC | 1.89% | Reduce -7.9% | 229,405 | $12.1M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -2.6% | 228,642 | $12.1M |
| Bernardo Wealth Planning LLC | 2.61% | Add +2.1% | 228,095 | $12.0M |
| Caldwell Trust Co | 1.20% | Add +5.5% | 226,542 | $12.0M |
| BlueSky Wealth Advisors, LLC | 1.72% | Reduce -7.7% | 223,837 | $11.8M |
| Citigroup Inc. | 0.01% | Reduce -11.4% | 219,005 | $11.6M |
| BNP Paribas Financial Markets | 0.01% | Add +37.9% | 216,529 | $11.4M |
| Bailard, Inc. | 0.26% | Add +29.6% | 215,228 | $11.4M |
| Choreo, LLC | 0.16% | Add +3.3% | 214,451 | $11.3M |
| Avior Wealth Management, LLC | 0.39% | Reduce -2.4% | 213,987 | $11.3M |
| Procyon Advisors, LLC | 1.06% | Reduce -61.2% | 212,946 | $11.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +19.7% | 212,544 | $11.2M |
| Black Diamond Financial, LLC | 1.72% | Reduce -13.0% | 209,465 | $11.1M |
| Franklin Resources Inc. | 0.00% | Reduce -19.0% | 205,500 | $10.8M |
| Hall Capital Management Co. Inc. | 4.56% | Add +5.9% | 204,782 | $10.8M |
| Cwm, LLC | 0.04% | Add +6.1% | 204,395 | $10.8M |
| James Investment Research, Inc. | 1.26% | Reduce -3.3% | 200,553 | $10.6M |
| CIBC Private Wealth Group LLC | 0.02% | Add +1.4% | 200,053 | $10.6M |
| Galilei Investment Office LLP | 5.34% | Add +10.1% | 199,086 | $10.5M |
| Powers Advisory Group, LLC | 4.60% | Add +1.1% | 198,411 | $10.5M |
| Larson Financial Group LLC | 0.42% | Reduce -6.6% | 196,581 | $10.4M |
| Pinnacle Financial Partners Inc | 0.22% | Reduce -6.8% | 193,833 | $10.2M |
| ABLE Financial Group, LLC | 2.43% | Add +5.9% | 190,871 | $10.1M |
| Patriot Investment Management Group, Inc. | 0.70% | Reduce -3.3% | 190,537 | $10.1M |
| Sigma Planning Corp | 0.30% | Reduce -2.1% | 189,183 | $10.0M |
| American Family Investments, Inc. | 0.53% | No change | 185,000 | $9.8M |
| Secure Asset Management, LLC | 1.80% | Add +24.8% | 183,498 | $9.7M |
| Waverly Advisors, LLC | 0.10% | Reduce -4.1% | 179,428 | $9.5M |
| Rothschild Investment LLC | 0.59% | Add +438.8% | 178,824 | $9.4M |
| Meritage Portfolio Management | 0.59% | Reduce -2.0% | 177,325 | $9.4M |
| Ballentine Capital Advisors, Inc | 4.43% | Reduce -0.1% | 177,207 | $9.3M |
| Proffitt & Goodson Inc. | 1.42% | Reduce -3.3% | 176,070 | $9.3M |
| Crestwood Advisors Group, LLC | 0.17% | Add +0.1% | 175,712 | $9.3M |
| Scotia Capital Inc. | 0.04% | Add +6.1% | 173,077 | $9.1M |
| BCS Private Wealth Management, Inc. | 3.43% | — | 172,695 | $9.1M |
| Betterment LLC | 0.02% | Add +3.0% | 169,526 | $8.9M |
| Delta Asset Management LLC | 0.77% | Add +3.0% | 168,687 | $8.9M |
| Cary Street Partners Financial LLC | 0.25% | Add +218.5% | 168,639 | $8.9M |
| AmeriServ Wealth Advisors | 4.39% | Add +88.8% | 168,491 | $8.9M |
| Smith Salley Wealth Management | 0.51% | Add +1.0% | 166,049 | $8.8M |
| Woodmont Investment Counsel LLC | 0.55% | Reduce -3.5% | 158,546 | $8.4M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +911.6% | 158,503 | $8.4M |
| TD Asset Management Inc | 0.01% | No change | 157,017 | $8.3M |
| Gunma Bank,Ltd. | 2.70% | No change | 157,000 | $8.3M |
| Compound Planning, Inc. | 0.31% | Add +0.0% | 156,871 | $8.3M |
| Fifth Third Bancorp | 0.03% | Reduce -8.7% | 153,332 | $8.1M |
| Trustmark Bank Trust Department | 0.55% | Add +2.3% | 151,839 | $8.0M |
| Main Management LLC | 0.63% | Add +0.2% | 151,505 | $8.0M |
| HSBC Holdings PLC | 0.01% | Reduce -0.4% | 151,338 | $8.0M |
| Dynamic Advisor Solutions LLC | 0.25% | Reduce -0.5% | 151,322 | $8.0M |
| Galvin, Gaustad & Stein, LLC | 0.70% | Reduce -4.0% | 151,153 | $8.0M |
| Kiker Wealth Management, LLC | 4.49% | Add +7.1% | 150,966 | $8.0M |
| Deutsche Bank AG | 0.00% | Reduce -0.1% | 150,637 | $7.9M |
| Equitable Trust Co. | 0.39% | Add +12.7% | 149,997 | $7.9M |
| Meridian Wealth Management, LLC | 0.34% | Add +1.4% | 149,454 | $7.9M |
| JPL Wealth Management, LLC | 2.12% | Add +4.0% | 149,117 | $7.9M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -10.7% | 145,232 | $7.7M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -0.0% | 143,796 | $7.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +26.6% | 143,000 | $7.5M |
| Heck Capital Advisors, LLC | 0.64% | Add +0.3% | 140,911 | $7.4M |
| Hilton Capital Management, LLC | 0.59% | Add +2.7% | 140,842 | $7.4M |
| Mutual Advisors, LLC | 0.18% | Add +28.4% | 140,161 | $7.4M |
| DAVENPORT & Co LLC | 0.04% | Add +10.8% | 139,649 | $7.4M |
| TD Waterhouse Canada Inc. | 0.05% | Reduce -29.3% | 137,586 | $7.2M |
| Hancock Whitney Corp. | 0.14% | Add +306.0% | 136,541 | $7.2M |
| Marmo Financial Group, LLC | 3.59% | Add +2.1% | 136,534 | $7.2M |
| Oppenheimer Asset Management Inc. | 0.08% | Reduce -0.2% | 134,712 | $7.1M |
| DDFG, Inc | 1.78% | Add +3.1% | 134,236 | $7.1M |
| Fairview Capital Investment Management, LLC | 0.37% | Reduce -0.0% | 134,040 | $7.1M |
| Integrated Wealth Concepts LLC | 0.07% | Add +12.6% | 134,019 | $7.1M |
| Wharton Business Group, LLC | 0.30% | Add +4.0% | 133,950 | $7.1M |
| Dimension Capital Management LLC | 1.09% | Reduce -5.5% | 131,503 | $6.9M |
| Davis R M Inc. | 0.13% | Reduce -5.8% | 130,940 | $6.9M |
| Eubel Brady & Suttman Asset Management Inc. | 0.94% | Reduce -2.9% | 129,940 | $6.9M |
| Diversify Wealth Management, LLC | 0.42% | Add +4.1% | 129,677 | $6.8M |
| Nalls Sherbakoff Group, LLC | 4.92% | Add +2.2% | 127,988 | $6.8M |
| NewEdge Advisors, LLC | 0.03% | Add +13.2% | 127,660 | $6.7M |
| Semitam Bonam LLC | 6.31% | — | 126,976 | $6.7M |
| Capital Investment Services of America, Inc. | 0.61% | Reduce -2.2% | 126,240 | $6.7M |
| Total Wealth Planning, LLC | 0.84% | Reduce -9.1% | 126,014 | $6.6M |
| Regions Financial Corp. | 0.05% | Add +12.7% | 125,386 | $6.6M |
| RFG - Bristol Wealth Advisors, LLC | 2.04% | Add +15.1% | 124,960 | $6.6M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -1.4% | 122,693 | $6.5M |
| Wealthstar Advisors, LLC | 2.42% | Reduce -9.5% | 121,995 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -40.0% | 121,684 | $6.4M |
| Capital Investment Counsel, LLC | 0.98% | Add +6.1% | 119,347 | $6.3M |
| Ameliora Wealth Management Ltd. | 2.25% | Add +1391.5% | 119,319 | $6.3M |
| Marshall Wace, LLP | 0.01% | New | 118,592 | $6.3M |
| CWA Asset Management Group, LLC | 0.26% | Add +8.2% | 117,517 | $6.2M |
| Mendota Financial Group, LLC | 5.82% | Add +15.7% | 116,724 | $6.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.06% | Reduce -7.2% | 116,510 | $6.1M |
| Resonant Capital Advisors, LLC | 0.39% | Reduce -2.3% | 116,092 | $6.1M |
| Aspen Investment Management Inc | 2.57% | Add +9.8% | 116,009 | $6.1M |
| Shore Point Advisors, LLC | 2.74% | Add +3.8% | 108,132 | $5.7M |
| Catalyst Capital Advisors LLC | 0.11% | No change | 106,764 | $5.6M |
| Beacon Financial Group | 0.58% | Reduce -4.3% | 105,276 | $5.6M |
| Outlook Wealth Advisors, LLC | 1.43% | Add +2.7% | 105,123 | $5.5M |
| Diversified Portfolios, Inc. | 0.52% | Reduce -1.8% | 102,680 | $5.4M |
| JT Stratford LLC | 0.82% | Add +6.6% | 102,236 | $5.4M |
| Pinkerton Wealth, LLC | 0.64% | Add +10.4% | 101,220 | $5.3M |
| Endurance Services Ltd | 0.92% | No change | 100,582 | $5.3M |
| YHB Investment Advisors, Inc. | 0.40% | Add +16.2% | 99,318 | $5.2M |
| Roundview Capital LLC | 0.35% | Add +0.4% | 99,089 | $5.2M |
| UMB Bank, n.a. | 0.08% | Reduce -6.4% | 98,959 | $5.2M |
| Martin Capital Partners, LLC | 2.04% | Add +75.6% | 98,819 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -12.0% | 97,788 | $5.2M |
| Investment Partners, LTD. | 1.95% | Add +10.6% | 97,638 | $5.2M |
| Axxcess Wealth Management, LLC | 0.12% | Add +147.2% | 95,507 | $5.0M |
| Integrated Advisors Network LLC | 0.23% | Reduce -27.3% | 95,104 | $5.0M |
| Providence Capital Advisors, LLC | 0.92% | Add +2.2% | 94,581 | $5.0M |
| Crescent Grove Advisors, LLC | 0.47% | Add +4.3% | 92,222 | $4.9M |
| Trinity Legacy Partners, LLC | 1.17% | Add +2.3% | 92,150 | $4.8M |
| KMG Fiduciary Partners, LLC | 0.36% | Add +2.6% | 91,294 | $4.8M |
| Burns J W & Co. Inc. | 0.57% | Add +7.3% | 89,156 | $4.7M |
| SouthState Bank Corp | 0.21% | Reduce -2.3% | 88,998 | $4.7M |
| Global Retirement Partners, LLC | 0.12% | — | 88,801 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -5.9% | 88,567 | $4.7M |
| Nations Financial Group Inc, /Ia/ | 0.32% | Add +16.6% | 87,988 | $4.6M |
| Corient Private Wealth LP | 0.01% | Reduce -37.1% | 87,676 | $4.6M |
| Diversify Advisory Services, LLC | 0.18% | New | 87,446 | $4.6M |
| Graybill Wealth Management, LTD. | 1.49% | Add +1.1% | 86,270 | $4.6M |
| SevenBridge Financial Group, LLC | 0.78% | Reduce -15.7% | 84,349 | $4.5M |
| Blair William & Co. | 0.01% | Reduce -4.7% | 84,263 | $4.4M |
| Grey Ledge Advisors, LLC | 1.09% | Add +3.2% | 84,207 | $4.4M |
| Bull Street Advisors, LLC | 2.09% | No change | 82,530 | $4.4M |
| CoreCap Advisors, LLC | 0.17% | Add +8.6% | 81,684 | $4.3M |
| Pines Wealth Management, LLC | 1.52% | Reduce -9.0% | 82,107 | $4.3M |
| Amara Financial, Llc. | 3.77% | Add +16.3% | 81,131 | $4.3M |
| United Bank | 0.51% | Add +7.1% | 80,537 | $4.2M |
| NTV Asset Management LLC | 0.50% | Add +17.4% | 79,253 | $4.2M |
| Buska Wealth Management, LLC | 1.14% | Add +54.3% | 79,152 | $4.2M |
| Tableaux LLC | 2.39% | Add +2.1% | 78,961 | $4.2M |
| Hennion & Walsh Asset Management, Inc. | 0.17% | Reduce -1.9% | 78,772 | $4.2M |
| Focus Financial Network, Inc. | 0.16% | Add +3.0% | 78,682 | $4.2M |
| Boltwood Capital Management | 1.17% | Reduce -0.7% | 78,112 | $4.1M |
| Agate Pass Investment Management, LLC | 1.67% | Reduce -1.5% | 76,971 | $4.1M |
| HM Payson & Co. | 0.06% | No change | 76,676 | $4.0M |
| Lodestar Private Asset Management LLC | 0.46% | Add +2.2% | 75,609 | $4.0M |
| Chesley Taft & Associates LLC | 0.18% | Add +0.2% | 74,854 | $3.9M |
| Mittelman Wealth Management | 3.32% | Add +73.9% | 74,500 | $3.9M |
| Independent Financial Group, LLC | 0.11% | Add +2.1% | 73,872 | $3.9M |
| Ally Invest Advisors Inc. | 0.30% | Add +4.9% | 73,331 | $3.9M |
| Gradient Capital Advisors, LLC | 1.13% | Reduce -10.9% | 72,664 | $3.8M |
| Sax Wealth Advisors, LLC | 0.23% | Add +1059.4% | 72,613 | $3.8M |
| DMC Group, LLC | 2.96% | Add +27.2% | 72,261 | $3.8M |
| Comerica Bank | 0.01% | Add +0.1% | 72,120 | $3.8M |
| Juncture Wealth Strategies, LLC | 1.35% | Add +3.9% | 72,114 | $3.8M |
| Capital City Trust Co. | 0.99% | Reduce 0.0% | 72,001 | $3.8M |
| Ascent Group, LLC | 0.15% | Add +1.8% | 71,104 | $3.8M |
| Aventus Investment Advisors, Inc. | 3.34% | — | 70,533 | $3.7M |
| Bokf, NA | 0.06% | Add +1.3% | 69,385 | $3.7M |
| Apella Capital, LLC | 0.10% | Reduce -4.4% | 69,005 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +22.8% | 67,716 | $3.6M |
| Wealthfront Advisers LLC | 0.01% | Add +3.8% | 67,453 | $3.6M |
| Investment Advisory Group, LLC | 1.04% | Add +13.4% | 64,851 | $3.4M |
| Curbstone Financial Management Corp | 0.69% | Reduce -0.8% | 63,890 | $3.4M |
| Welch & Forbes LLC | 0.04% | Reduce -0.0% | 63,801 | $3.4M |
| RHS Financial, LLC | 1.91% | Reduce -29.9% | 63,784 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +352.2% | 62,115 | $3.3M |
| Novem Group | 0.41% | Add +2.7% | 61,888 | $3.3M |
| Lowe Brockenbrough & Co. Inc. | 0.18% | Reduce -2.1% | 61,541 | $3.2M |
| Maseco LLP | 0.12% | — | 61,318 | $3.2M |
| Rathbones Group PLC | 0.01% | Add +0.1% | 59,892 | $3.2M |
| IVC Wealth Advisors LLC | 1.53% | Add +17.8% | 59,559 | $3.1M |
| Bigelow Investment Advisors, LLC | 1.38% | Add +6.9% | 59,550 | $3.1M |
| Washington Capital Management, Inc. | 2.34% | Add +1.7% | 59,418 | $3.1M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Reduce -1.6% | 58,639 | $3.1M |
| Whittier Trust Co. | 0.04% | Reduce -1.0% | 58,628 | $3.1M |
| Park Avenue Securities LLC | 0.03% | Add +7.3% | 58,075 | $3.1M |
| Financial Advocates Investment Management | 0.25% | Reduce -83.1% | 57,890 | $3.1M |
| BG Investment Services, LLC | 3.79% | Reduce -9.3% | 56,547 | $3.0M |
| Northstar Advisory Group, LLC | 1.45% | Add +1.0% | 56,208 | $3.0M |
| Hollencrest Capital Management | 0.13% | Reduce -0.8% | 55,959 | $3.0M |
| New South Capital Management Inc. | 0.14% | Reduce -15.4% | 55,525 | $2.9M |
| AlphaCore Capital LLC | 0.11% | Reduce -5.7% | 54,592 | $2.9M |
| Apollon Wealth Management, LLC | 0.06% | Add +1.0% | 53,936 | $2.8M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -12.0% | 53,797 | $2.8M |
| One Day In July LLC | 0.26% | Reduce -0.2% | 53,627 | $2.8M |
| Wealth Advisors of Tampa Bay, LLC | 1.07% | Reduce -1.8% | 53,626 | $2.8M |
| Courier Capital LLC | 0.17% | Reduce -9.4% | 53,226 | $2.8M |
| Croban | 2.37% | Reduce -10.3% | 52,487 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.1% | 51,686 | $2.7M |
| Trajan Wealth LLC | 0.13% | Reduce -7.7% | 51,648 | $2.7M |
| Gemmer Asset Management LLC | 0.24% | Reduce -15.3% | 51,413 | $2.7M |
| AlTi Global, Inc. | 0.07% | Reduce -26.0% | 51,160 | $2.7M |
| E&G Advisors, LLC | 0.70% | Reduce -0.6% | 50,945 | $2.7M |
| Princeton Global Asset Management LLC | 0.49% | Add +0.6% | 50,805 | $2.7M |
| NYL Investors LLC | 0.77% | Reduce -99.0% | 50,301 | $2.7M |
| Running Point Capital Advisors, LLC | 0.72% | Add +4.3% | 49,528 | $2.6M |
| Aries Wealth Management | 0.68% | Reduce -1.1% | 49,389 | $2.6M |
| Mfa Wealth Advisors, LLC | 0.60% | Reduce -74.8% | 48,137 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +2.7% | 48,223 | $2.5M |
| Nvwm, LLC | 0.61% | Add +31.4% | 47,714 | $2.5M |
| Vantage Financial Partners, LLC | 0.58% | Reduce -40.0% | 47,666 | $2.5M |
| 1620 Investment Advisors, Inc. | 1.82% | Add +5.3% | 47,516 | $2.5M |
| Sage Advisory Services, Ltd.Co. | 1.36% | Reduce -9.8% | 47,280 | $2.5M |
| Becker Capital Management Inc. | 0.08% | Add +4.7% | 47,176 | $2.5M |
| Duncker Streett & Co. Inc. | 0.45% | Reduce -0.0% | 47,032 | $2.5M |
| Cabot Wealth Management Inc. | 0.29% | Add +4.3% | 45,724 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.18% | Add +0.2% | 45,627 | $2.4M |
| Eagle Global Advisors LLC | 0.10% | Reduce -1.4% | 45,405 | $2.4M |
| Edgestream Partners, L.P. | 0.07% | Reduce -16.6% | 45,071 | $2.4M |
| Schmidt P J Investment Management Inc. | 0.40% | Reduce -3.9% | 44,384 | $2.3M |
| Cobblestone Capital Advisors LLC | 0.12% | Reduce -6.2% | 44,295 | $2.3M |
| Burke & Herbert Bank & Trust Co. | 0.52% | Reduce -0.3% | 44,013 | $2.3M |
| AMG National Trust Bank | 0.06% | Reduce -13.3% | 43,993 | $2.3M |
| SCS Capital Management LLC | 0.03% | Add +0.0% | 43,900 | $2.3M |
| Factor Wealth Management LTD | 0.63% | Reduce -5.0% | 43,555 | $2.3M |
| First International Bank & Trust | 0.80% | No change | 43,460 | $2.3M |
| Fire Capital Management LLC | 1.45% | Reduce -13.9% | 43,260 | $2.3M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -3.2% | 42,967 | $2.3M |
| Israel Discount Bank of New York | 8.57% | Reduce -1.9% | 42,788 | $2.3M |
| Tilia Fiduciary Partners, Inc. | 1.38% | Add +5.3% | 42,752 | $2.3M |
| Sofi Wealth, LLC | 0.14% | Add +5.1% | 42,525 | $2.2M |
| New World Advisors LLC | 0.47% | Reduce -11.2% | 41,878 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -2.9% | 41,865 | $2.2M |
| Unified Investment Management | 2.36% | Add +0.1% | 41,665 | $2.2M |
| Sapient Capital LLC | 0.04% | No change | 41,630 | $2.2M |
| Ifrah Financial Services, Inc. | 0.60% | Reduce -0.5% | 41,594 | $2.2M |
| One Wealth Map LLC | 1.20% | Add +5.9% | 41,450 | $2.2M |
| Dohj, LLC | 0.63% | Add +4.4% | 41,562 | $2.2M |
| Hunter Associates Investment Management LLC | 0.32% | Reduce -12.4% | 40,674 | $2.1M |
| Winthrop Capital Management, LLC | 0.54% | No change | 40,320 | $2.1M |
| Checchi Capital Advisers, LLC | 0.15% | Reduce -10.3% | 40,229 | $2.1M |
| First Trust Advisors LP | 0.00% | Add +0.5% | 40,147 | $2.1M |
| Simplicity Wealth,LLC | 0.09% | Add +34.3% | 39,611 | $2.1M |
| Vise Technologies, Inc. | 0.08% | — | 38,985 | $2.1M |
| &partners | 0.02% | Add +40.2% | 38,944 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +20.0% | 38,777 | $2.0M |
| Aprio Wealth Management, LLC | 0.23% | Reduce -1.4% | 38,466 | $2.0M |
| SIMA Wealth Partners, LLC | 1.63% | Reduce -23.2% | 38,381 | $2.0M |
| Steele Capital Management, Inc. | 0.10% | Add +5.7% | 38,297 | $2.0M |
| Strategic Financial Services, Inc. | 0.11% | Reduce -20.4% | 38,207 | $2.0M |
| Sowell Financial Services LLC | 0.08% | Reduce -1.6% | 38,139 | $2.0M |
| City National Bank of Florida | 1.46% | Add +36.2% | 38,097 | $2.0M |
| World Investment Advisors | 0.05% | Reduce -7.5% | 37,804 | $2.0M |
| Benjamin Edwards Inc. | 0.03% | Reduce -3.0% | 37,770 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 37,540 | $2.0M |
| Glen Eagle Advisors, LLC | 0.30% | Reduce -2.3% | 37,187 | $2.0M |
| Sweeney & Michel, LLC | 0.69% | Reduce -2.4% | 37,071 | $1.9M |
| Sovereign Financial Group, Inc. | 0.40% | Add +1.1% | 36,766 | $1.9M |
| Arkadios Wealth Advisors | 0.06% | Add +2.8% | 36,564 | $1.9M |
| Eastern Bank | 0.04% | Reduce -77.6% | 36,190 | $1.9M |
| Naples Global Advisors, LLC | 0.16% | Add +27.3% | 36,116 | $1.9M |
| Clearstead Advisors, LLC | 0.03% | Reduce -2.8% | 36,007 | $1.9M |
| Financial Life Advisors | 0.65% | Reduce -39.1% | 35,795 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.33% | Add +3.0% | 35,479 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +11.5% | 35,432 | $1.9M |
| Synovus Financial Corp. | 0.02% | Add +19.8% | 34,588 | $1.8M |
| Longview Financial Advisors LLC | 1.13% | Reduce -26.2% | 34,273 | $1.8M |
| Wilshire Advisors LLC | 16.22% | Reduce -8.9% | 33,981 | $1.8M |
| Hudson Portfolio Management LLC | 1.66% | Add +9.8% | 33,631 | $1.8M |
| Physician Wealth Advisors, Inc. | 0.28% | Reduce -6.1% | 33,614 | $1.8M |
| Allianz Investment Management U.S. LLC | 0.08% | No change | 33,144 | $1.7M |
| Brookstone Capital Management | 0.02% | Reduce -0.5% | 32,939 | $1.7M |
| Werba Rubin Papier Wealth Management | 0.33% | Add +7.9% | 32,919 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | No change | 32,766 | $1.7M |
| United Community Bank | 0.58% | Reduce -5.9% | 32,115 | $1.7M |
| Sheets Smith Wealth Management | 0.20% | Reduce -0.9% | 31,964 | $1.7M |
| Weaver Consulting Group | 0.46% | Reduce -1.2% | 31,596 | $1.7M |
| Cooksen Wealth, LLC | 1.34% | Reduce -4.0% | 31,512 | $1.7M |
| First Washington CORP | 0.53% | No change | 31,420 | $1.7M |
| Bryn Mawr Trust Advisors, LLC | 0.09% | Reduce -16.9% | 31,103 | $1.6M |
| Elevation Capital Advisory, LLC | 0.65% | Add +267.2% | 30,925 | $1.6M |
| Godsey & Gibb, Inc. | 0.15% | Add +9.3% | 30,726 | $1.6M |
| Tritonpoint Wealth, LLC | 0.15% | Add +0.3% | 30,466 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +1.4% | 30,463 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.15% | Reduce -21.1% | 30,371 | $1.6M |
| Capital Insight Partners, LLC | 0.28% | Reduce -1.0% | 30,264 | $1.6M |
| A. D. Beadell Investment Counsel, Inc. | 1.22% | Add +7.7% | 30,150 | $1.6M |
| Brown Financial Advisors | 0.62% | Reduce -1.0% | 30,007 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -7.9% | 29,753 | $1.6M |
| Compass Ion Advisors, LLC | 0.17% | Reduce -3.4% | 29,584 | $1.6M |
| FineMark National Bank & Trust | 0.05% | Reduce -1.3% | 29,445 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +83.1% | 29,326 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | No change | 29,233 | $1.5M |
| Ingalls & Snyder LLC | 0.05% | Reduce -0.7% | 29,116 | $1.5M |
| Buckhead Capital Management LLC | 0.59% | Reduce -0.2% | 29,004 | $1.5M |
| Nordwand Advisors, LLC | 0.24% | New | 28,781 | $1.5M |
| My Legacy Advisors, LLC | 0.54% | Reduce -27.5% | 28,731 | $1.5M |
| Kovack Advisors, Inc. | 0.15% | Add +1.2% | 28,558 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +8.7% | 28,507 | $1.5M |
| Trivium Point Advisory, LLC | 0.16% | Reduce -5.1% | 28,282 | $1.5M |
| F/m Investments LLC | 0.05% | No change | 28,272 | $1.5M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +5.2% | 27,575 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -16.8% | 27,554 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +19.4% | 27,477 | $1.4M |
| Legal & General Group Plc | 0.00% | Add +14.2% | 27,433 | $1.4M |
| GWN Securities Inc. | 0.27% | Reduce -19.7% | 27,224 | $1.4M |
| Union Bancaire Privee, UBP SA | 0.02% | Add +1541.3% | 27,935 | $1.4M |
| Seed Wealth Management, Inc. | 1.06% | Reduce -2.6% | 27,060 | $1.4M |
| Leo Wealth, LLC | 0.11% | Add +11.3% | 27,011 | $1.4M |
| Coordinated Financial Services, Inc. | 1.00% | — | 27,000 | $1.4M |
| Forte Asset Management LLC | 0.72% | No change | 26,902 | $1.4M |
| Argent Advisors, Inc. | 0.44% | Reduce -5.6% | 26,817 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.2% | 26,746 | $1.4M |
| Ballentine Partners, LLC | 0.02% | No change | 26,720 | $1.4M |
| Armor Investment Advisors, LLC | 0.53% | Add +54.7% | 26,649 | $1.4M |
| LaFleur & Godfrey LLC | 0.18% | Add +12.4% | 26,645 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -5.4% | 26,031 | $1.4M |
| Cumberland Partners Ltd | 0.09% | Add +66.9% | 25,855 | $1.4M |
| Smartleaf Asset Management LLC | 0.12% | Add +10779.6% | 25,567 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -0.6% | 25,530 | $1.3M |
| Sage Financial Group Inc. | 0.10% | Reduce -16.1% | 25,178 | $1.3M |
| Y.D. More Investments Ltd | 0.09% | No change | 25,130 | $1.3M |
| Woodside Wealth Management LLC | 1.13% | Reduce -8.5% | 24,963 | $1.3M |
| XY Planning Network, Inc. | 0.45% | Add +17.9% | 24,794 | $1.3M |
| Signet Financial Management, LLC | 0.16% | Reduce -1.5% | 24,515 | $1.3M |
| Belpointe Asset Management LLC | 0.05% | Reduce -12.1% | 24,484 | $1.3M |
| Peregrine Asset Advisers, Inc. | 0.40% | Reduce -4.1% | 24,273 | $1.3M |
| Paladin Wealth, LLC | 1.00% | Reduce -7.0% | 24,271 | $1.3M |
| Peoples Bank | 0.78% | Add +2.3% | 23,984 | $1.3M |
| Parsons Capital Management Inc. | 0.08% | Add +5.8% | 23,912 | $1.3M |
| Garde Capital, Inc. | 0.07% | Reduce -32.6% | 23,885 | $1.3M |
| Evergreen Capital Management LLC | 0.04% | No change | 23,860 | $1.3M |
| Bingham Private Wealth, LLC | 1.20% | Add +0.4% | 23,762 | $1.3M |
| Sovran Advisors, LLC | 0.13% | Add +85.8% | 23,863 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +52.6% | 23,531 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -52.3% | 23,473 | $1.2M |
| Pacific Point Advisors, LLC | 0.67% | No change | 23,380 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +49.5% | 23,366 | $1.2M |
| Advisor OS, LLC | 0.12% | Reduce -6.8% | 22,992 | $1.2M |
| Flagstar Securities, Inc. | 0.33% | Reduce -23.1% | 22,903 | $1.2M |
| National Philanthropic Trust | 0.02% | Reduce -1.0% | 22,881 | $1.2M |
| Enclave Advisors LLC | 0.19% | Add +9.1% | 22,836 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -8.5% | 22,809 | $1.2M |
| Engineers Gate Manager LP | 0.01% | Reduce -21.1% | 22,724 | $1.2M |
| MMBG Investment Advisors Co. | 0.12% | Add +16.8% | 22,582 | $1.2M |
| DecisionMap Wealth Management, LLC | 0.81% | Add +1.8% | 22,501 | $1.2M |
| Apex Wealth Management, LLC | 0.95% | Add +1.1% | 22,474 | $1.2M |
| White Pine Capital LLC | 0.37% | Add +7.2% | 22,254 | $1.2M |
| Exchange Bank | 0.93% | No change | 22,163 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +6.6% | 21,785 | $1.1M |
| Keel Point, LLC | 0.08% | Add +9.2% | 21,767 | $1.1M |
| Alpha Financial Partners LLC | 0.82% | New | 21,685 | $1.1M |
| Transatlantique Private Wealth LLC | 0.42% | Add +2.8% | 21,433 | $1.1M |
| Calamos Wealth Management LLC | 0.05% | No change | 21,406 | $1.1M |
| Traub Capital Management LLC | 1.04% | — | 21,211 | $1.1M |
| Midwest Trust Co | 0.02% | — | 20,682 | $1.1M |
| Two Sigma Securities, LLC | 0.13% | New | 20,581 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -12.9% | 20,480 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -15.6% | 20,351 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.08% | — | 20,262 | $1.1M |
| Red Cedar Investment Management, LLC | 0.13% | No change | 19,907 | $1.1M |
| SlateStone Wealth, LLC | 0.10% | Add +4.7% | 19,895 | $1.1M |
| Plancorp, LLC | 0.04% | Reduce -0.9% | 19,739 | $1.0M |
| Equita Financial Network, Inc. | 0.41% | Reduce -3.1% | 19,712 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.3% | 19,530 | $1.0M |
| Rockbridge Investment Management, LCC | 0.11% | Reduce -0.9% | 19,289 | $1.0M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -7.8% | 19,209 | $1.0M |
| FDx Advisors, Inc. | 0.31% | Reduce -45.3% | 19,081 | $1.0M |
| CIBC Asset Management Inc | 0.00% | No change | 18,987 | $1.0M |
| White Lighthouse Investment Management Inc. | 0.16% | No change | 18,820 | $993K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -5.6% | 18,795 | $992K |
| Kanawha Capital Management LLC | 0.07% | Reduce -1.8% | 18,730 | $988K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -28.6% | 18,576 | $980K |
| SWP Financial LLC | 0.54% | Add +34.6% | 18,482 | $975K |
| Nwam LLC | 0.06% | Add +5.5% | 18,451 | $973K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +115.1% | 18,255 | $963K |
| Stelac Advisory Services LLC | 0.36% | Reduce -8.9% | 18,168 | $959K |
| Bear Mountain Capital, Inc. | 0.34% | Reduce -0.3% | 18,232 | $958K |
| Advisory Research Inc. | 0.14% | No change | 17,830 | $941K |
| MA Private Wealth | 0.17% | Reduce -86.7% | 17,826 | $940K |
| Blalock Williams, LLC | 0.94% | Add +0.4% | 17,790 | $939K |
| Northeast Financial Group, Inc. | 0.30% | Reduce -9.8% | 17,766 | $937K |
| Saiph Capital, LLC | 0.36% | Add +21.6% | 17,748 | $936K |
| GC Wealth Management RIA, LLC | 0.08% | Reduce -22.2% | 17,660 | $932K |
| Great Diamond Partners, LLC | 0.20% | New | 17,571 | $927K |
| American Institute for Advanced Investment Management, LLP | 0.66% | Reduce -3.0% | 17,563 | $927K |
| Bessemer Group Inc. | 0.00% | Reduce -0.7% | 17,419 | $919K |
| SimpliFi, Inc. | 0.40% | Add +0.3% | 17,389 | $917K |
| Alexis Investment Partners, LLC | 0.39% | Reduce -2.8% | 17,350 | $915K |
| Roger Wittlin Investment Advisory, LLC | 0.51% | Add +1.1% | 17,292 | $912K |
| Zacks Investment Management | 0.01% | Reduce -11.1% | 17,290 | $912K |
| Wulff, Hansen & Co. | 0.78% | Reduce -10.6% | 17,190 | $907K |
| AdvisorNet Financial, Inc | 0.06% | Add +9.4% | 17,028 | $898K |
| Grand Wealth Management, LLC | 0.46% | Reduce -14.3% | 16,946 | $894K |
| RMR Wealth Builders | 0.08% | New | 16,946 | $894K |
| Stonekeep Investments, LLC | 0.60% | No change | 16,853 | $889K |
| IFG Advisory, LLC | 0.04% | Reduce -1.0% | 16,819 | $887K |
| Pension & Wealth Management Advisors, Inc. | 0.29% | Add +0.0% | 16,545 | $873K |
| M&T Bank Corp | 0.00% | Add +157.7% | 16,380 | $864K |
| Townsquare Capital LLC | 0.08% | Add +93.3% | 16,227 | $856K |
| PFG Investments, LLC | 0.05% | Add +29.0% | 16,123 | $851K |
| Mattern Capital Management, LLC | 0.10% | Add +68.4% | 16,041 | $846K |
| Quaker Capital Investments, LLC | 0.26% | New | 16,000 | $844K |
| Union Savings Bank | 0.39% | Reduce -4.5% | 16,032 | $844K |
| Wambolt & Associates, LLC | 0.28% | Reduce -5.2% | 15,949 | $837K |
| Strategy Asset Managers LLC | 0.16% | Add +0.8% | 15,862 | $837K |
| Founders Grove Wealth Partners, LLC | 0.21% | New | 15,843 | $836K |
| Allie Family Office LLC | 0.40% | Add +61.5% | 15,460 | $816K |
| Cardinal Capital Management | 0.12% | No change | 15,340 | $809K |
| Savvy Advisors, Inc. | 0.05% | Reduce -1.3% | 15,287 | $807K |
| Forum Private Client Group LLC | 0.31% | Reduce -2.6% | 15,251 | $805K |
| SkyOak Wealth, LLC | 0.16% | No change | 15,086 | $796K |
| Fonville Wealth Management LLC | 0.20% | Reduce -1.0% | 14,851 | $784K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -0.4% | 14,816 | $782K |
| Pekin Hardy Strauss, Inc. | 0.09% | No change | 14,790 | $780K |
| Rossmore Private Capital | 0.09% | Add +14.9% | 14,729 | $777K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +1.0% | 14,630 | $772K |
| Spire Wealth Management | 0.03% | Reduce -36.3% | 14,615 | $771K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -3.3% | 14,596 | $770K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 14,500 | $765K |
| National Bank of Canada | 0.00% | Reduce -69.8% | 14,488 | $764K |
| Waters Parkerson & Co., LLC | 0.04% | Reduce -0.7% | 14,370 | $758K |
| Mount Lucas Management LP | 0.36% | Reduce -1.6% | 14,291 | $754K |
| Sunburst Financial Group, LLC | 0.17% | No change | 14,057 | $742K |
| Lazari Capital Management, Inc. | 0.28% | Reduce -2.3% | 14,050 | $741K |
| Millennium Management | 0.00% | Reduce -65.7% | 13,928 | $735K |
| Grey Fox Wealth Advisors, LLC | 0.18% | Reduce -7.8% | 13,924 | $735K |
| BankPlus Trust Department | 0.22% | Reduce -1.9% | 13,914 | $734K |
| City of London Investment Management Co. Ltd. | 0.07% | Reduce -18.1% | 13,577 | $716K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -4.1% | 13,564 | $716K |
| American Trust | 0.07% | New | 13,559 | $715K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 13,328 | $703K |
| Vectors Research Management, LLC | 0.24% | Reduce -9.1% | 13,301 | $702K |
| Phoenix Financial Ltd. | 0.01% | Add +3.5% | 13,138 | $693K |
| Modern Wealth Management, LLC | 0.02% | New | 12,917 | $682K |
| ARK & TLK Investments, LLC | 0.22% | Reduce -5.3% | 12,905 | $681K |
| Wynn Capital, LLC | 0.36% | No change | 12,900 | $681K |
| Hilltop Holdings Inc. | 0.04% | Add +1.2% | 12,873 | $679K |
| Berger Financial Group, Inc | 0.04% | Add +9.1% | 12,786 | $675K |
| Councilor Wealth, LLC | 0.31% | Add +1.0% | 12,776 | $674K |
| First International Bank of Israel Ltd. | 0.39% | — | 12,670 | $668K |
| Acorn Wealth Advisors, LLC | 0.25% | Reduce -11.1% | 12,655 | $668K |
| American Financial Advisors, LLC | 0.09% | Add +1.0% | 12,599 | $665K |
| Fiduciary Alliance LLC | 0.05% | Reduce -77.0% | 12,547 | $662K |
| Phillips Financial Management, LLC | 0.05% | Add +2.0% | 12,470 | $658K |
| Principal Securities, Inc. | 0.01% | Reduce -2.0% | 12,467 | $658K |
| Colton Groome Financial Advisors, LLC | 0.22% | Reduce -10.6% | 12,300 | $649K |
| Avant Financial Advisors LLC | 0.53% | Add +0.4% | 12,249 | $646K |
| Mattson Financial Services, LLC | 0.17% | Reduce -5.9% | 12,179 | $643K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -1.2% | 12,051 | $636K |
| LYNX Capital Group Ltd. | 0.31% | Add +0.0% | 12,004 | $633K |
| Curtis Advisory Group, LLC | 0.16% | Reduce -9.5% | 11,846 | $625K |
| XTX Topco Ltd | 0.03% | Add +57.2% | 11,844 | $625K |
| RFG Advisory, LLC | 0.01% | Add +5.8% | 11,785 | $622K |
| Insigneo Advisory Services, LLC | 0.05% | Add +7.9% | 11,652 | $615K |
| Lewis Asset Management, LLC | 0.28% | Reduce -3.4% | 11,470 | $605K |
| Peloton Wealth Strategists | 0.25% | Reduce -4.2% | 11,368 | $600K |
| Rock Creek Group LLC | 0.07% | New | 11,347 | $599K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 11,343 | $598K |
| SYM FINANCIAL Corp | 0.07% | New | 11,241 | $593K |
| Winebrenner Capital Management LLC | 0.48% | Add +0.9% | 11,237 | $593K |
| Ridgewood Investments LLC | 0.25% | Add +35.5% | 11,136 | $588K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Add +94.3% | 11,075 | $584K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.2% | 11,009 | $581K |
| Genesis Wealth Advisors, LLC | 0.44% | Reduce -0.1% | 11,009 | $581K |
| Client 1ST Advisory Group, LLC | 0.21% | Reduce -3.1% | 10,732 | $566K |
| TAGStone Capital, Inc. | 0.23% | Reduce -59.8% | 10,712 | $564K |
| HB Wealth Management, LLC | 0.00% | Reduce -35.0% | 10,614 | $560K |
| Brighton Jones LLC | 0.02% | Add +6.9% | 10,613 | $560K |
| Dodds Wealth, LLC | 0.15% | Reduce -1.9% | 10,590 | $559K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -76.3% | 10,584 | $558K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -7.8% | 10,566 | $557K |
| Creekmur Asset Management LLC | 0.10% | Add +23.2% | 10,556 | $557K |
| Wingate Wealth Advisors, Inc. | 0.49% | Add +1.1% | 10,509 | $554K |
| Farther Finance Advisors, LLC | 0.01% | Add +9.8% | 10,503 | $554K |
| Wealth Advisory Solutions, LLC | 0.14% | No change | 10,385 | $548K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -23.4% | 10,182 | $537K |
| Essex Financial Services, Inc. | 0.04% | No change | 10,152 | $536K |
| Freedom Investment Management, Inc. | 0.04% | Add +1.8% | 10,139 | $535K |
| Howard Financial Services, LTD. | 0.07% | Add +157.9% | 10,098 | $533K |
| Cascade Wealth Advisors, Inc | 0.30% | No change | 10,000 | $527K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 9,916 | $523K |
| Lanark Financial, Inc. | 0.04% | Add +11.4% | 9,926 | $523K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.6% | 9,888 | $522K |
| D.A. Davidson & Co. | 0.00% | Add +1.3% | 9,775 | $516K |
| Hohimer Wealth Management, LLC | 0.09% | Add +0.9% | 9,589 | $506K |
| AllSquare Wealth Management LLC | 0.28% | No change | 9,568 | $505K |
| BlueChip Wealth Advisors LLC | 0.21% | No change | 9,482 | $500K |
| Boston Family Office LLC | 0.03% | No change | 9,450 | $499K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.9% | 9,389 | $495K |
| Cherry Tree Wealth Management, LLC | 0.11% | Reduce -0.6% | 9,297 | $490K |
| Sachetta, LLC | 0.19% | No change | 9,200 | $485K |
| 1492 Capital Management LLC | 0.22% | Reduce -2.2% | 9,148 | $483K |
| Asset Allocation & Management Company, LLC | 0.23% | No change | 9,139 | $482K |
| IHT Wealth Management, LLC | 0.01% | Reduce -63.8% | 9,076 | $479K |
| Vision Financial Markets LLC | 0.45% | No change | 9,000 | $475K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -0.3% | 8,993 | $474K |
| Rede Wealth, LLC | 0.17% | Reduce -1.2% | 8,984 | $474K |
| Cresset Asset Management, LLC | 0.00% | Reduce -61.8% | 8,932 | $471K |
| Clarendon Private LLC | 0.45% | Reduce -1.3% | 8,889 | $469K |
| Boyd Watterson Asset Management LLC | 0.15% | Reduce -95.7% | 8,874 | $468K |
| Howard Bailey Securities, LLC | 0.14% | Add +5.8% | 8,865 | $468K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +44.2% | 8,763 | $462K |
| Legacy Bridge, LLC | 0.22% | Reduce -15.6% | 8,657 | $457K |
| Brucke Financial, Inc. | 0.32% | Add +3.9% | 8,628 | $455K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.18% | Reduce -40.5% | 8,610 | $452K |
| Successful Portfolios LLC | 0.28% | No change | 8,486 | $448K |
| WealthBridge Capital Management, LLC | 0.11% | Add +1.0% | 8,436 | $445K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,404 | $443K |
| First Manhattan Co. Llc. | 0.00% | Add +9.9% | 8,402 | $443K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 8,380 | $442K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -25.8% | 8,332 | $440K |
| CW Advisors, LLC | 0.00% | Reduce -82.4% | 8,269 | $436K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -16.1% | 8,211 | $433K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +0.1% | 8,195 | $432K |
| Marathon Strategic Advisors, LLC | 0.40% | Reduce -2.9% | 8,135 | $429K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Reduce -5.9% | 8,084 | $427K |
| TFB Advisors LLC | 0.11% | Reduce -5.8% | 8,043 | $424K |
| Verum Partners LLC | 0.10% | Add +1.1% | 8,003 | $422K |
| Ceeto Capital Group, LLC | 0.15% | No change | 8,000 | $422K |
| Strategic Financial Concepts, LLC | 0.06% | New | 7,998 | $422K |
| 1834 Investment Advisors Co. | 0.05% | Reduce -20.0% | 7,975 | $421K |
| KPP Advisory Services LLC | 0.07% | Reduce -2.5% | 7,946 | $419K |
| D.B. Root & Company, LLC | 0.12% | Add +4.6% | 7,940 | $419K |
| Garrison Point Advisors, LLC | 0.19% | Reduce -0.3% | 7,920 | $418K |
| Elyxium Wealth, LLC | 0.16% | No change | 7,914 | $418K |
| Rialto Wealth Management, LLC | 0.12% | No change | 7,876 | $416K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -59.0% | 7,822 | $413K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 7,810 | $412K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 7,772 | $410K |
| Aspiriant, LLC | 0.01% | No change | 7,764 | $410K |
| First United Bank & Trust | 0.14% | Add +1.9% | 7,719 | $407K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -44.1% | 7,711 | $407K |
| Patten Group, Inc. | 0.09% | Add +5.2% | 7,683 | $405K |
| Commerce Bank | 0.00% | Reduce -16.4% | 7,676 | $405K |
| Orleans Capital Management Corp. | 0.21% | No change | 7,660 | $404K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -23.7% | 7,650 | $404K |
| Cibc World Market Inc. | 0.00% | Add +4.1% | 7,640 | $403K |
| Janney Capital Management LLC | 0.03% | Reduce -3.1% | 7,636 | $403K |
| Ancora Advisors LLC | 0.01% | Add +2.8% | 7,577 | $400K |
| Merit Financial Group, LLC | 0.00% | Reduce -25.5% | 7,559 | $399K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.6% | 7,519 | $397K |
| Compton Financial Group, LLC | 0.10% | Reduce -62.3% | 7,481 | $395K |
| Truefg, LLC | 0.12% | Add +0.2% | 7,469 | $394K |
| GAMCO Investors | 0.00% | New | 7,450 | $393K |
| CGN Advisors LLC | 0.03% | No change | 7,407 | $391K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -36.7% | 7,327 | $386K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.7% | 7,460 | $386K |
| Panoramic Capital Partners, LLC | 0.27% | No change | 7,295 | $383K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,125 | $376K |
| Two West Capital Advisors LLC | 0.25% | Add +0.3% | 7,129 | $375K |
| CFM Wealth Partners LLC | 0.06% | No change | 7,042 | $372K |
| Choate Investment Advisors | 0.01% | New | 7,015 | $370K |
| waypoint wealth counsel | 0.18% | New | 7,000 | $369K |
| Winthrop Advisory Group LLC | 0.04% | Add +16.7% | 6,953 | $367K |
| GEN Financial Management, INC. | 0.30% | No change | 6,949 | $367K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -18.1% | 6,933 | $366K |
| Columbia Bank | 0.11% | New | 6,954 | $364K |
| FWG Holdings, LLC | 0.17% | Add +3.9% | 6,867 | $362K |
| Value Partners Investments Inc. | 0.03% | No change | 6,833 | $360K |
| Cypress Capital Group | 0.04% | Add +0.3% | 6,752 | $356K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 6,750 | $356K |
| Panoramic Investment Advisors, LLC | 0.22% | Reduce -7.5% | 6,748 | $356K |
| Fisher Asset Management | 0.00% | Reduce -67.9% | 6,710 | $354K |
| Arrow Financial Corp | 0.04% | Add +0.3% | 6,625 | $350K |
| Seascape Capital Management | 0.11% | No change | 6,600 | $348K |
| Seelaus Asset Management LLC | 0.31% | Add +0.2% | 6,551 | $346K |
| St Germain D J Co. Inc. | 0.01% | Add +20.6% | 6,536 | $345K |
| Ninety One UK Ltd | 0.00% | No change | 6,520 | $344K |
| Keystone Financial Group, Inc. | 0.22% | Add +0.8% | 6,538 | $344K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.3% | 6,461 | $341K |
| SVB Wealth LLC | 0.02% | New | 6,410 | $338K |
| BTG Pactual Asset Management US LLC | 0.05% | No change | 6,407 | $338K |
| Woodward Diversified Capital, LLC | 0.17% | Add +62.3% | 6,344 | $335K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -8.4% | 6,324 | $334K |
| Invst, LLC | 0.04% | Add +0.3% | 6,309 | $333K |
| Lifeworks Advisors, LLC | 0.05% | No change | 6,295 | $332K |
| Brady Family Wealth, LLC | 0.10% | Reduce -3.0% | 6,294 | $332K |
| Obermeyer Wealth Partners | 0.02% | Reduce -3.8% | 6,263 | $330K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 6,216 | $328K |
| Atlantic Edge Private Wealth Management, LLC | 0.09% | No change | 6,100 | $322K |
| FourThought Financial Partners, LLC | 0.03% | Add +0.4% | 6,100 | $322K |
| Bulltick Wealth Management, LLC | 0.08% | Add +7.5% | 6,087 | $321K |
| Centaurus Financial, Inc. | 0.02% | No change | 6,084 | $321K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -6.6% | 6,070 | $320K |
| McAdam, LLC | 0.02% | Add +7.0% | 6,037 | $319K |
| West Michigan Advisors, LLC | 0.09% | Reduce -3.3% | 6,025 | $318K |
| 4J Wealth Management LLC | 0.21% | No change | 5,954 | $314K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 5,884 | $310K |
| Dana Investment Advisors, Inc. | 0.01% | Add +7.6% | 5,851 | $309K |
| Wedbush Securities Inc. | 0.01% | Reduce -8.6% | 5,816 | $307K |
| PKS Advisory Services, LLC | 0.08% | Add +7.7% | 5,817 | $307K |
| Hoxton Planning & Management, LLC | 0.11% | No change | 5,815 | $307K |
| Vermillion & White Wealth Management Group, LLC | 0.20% | Reduce -0.8% | 5,794 | $306K |
| Ieq Capital, LLC | 0.00% | No change | 5,780 | $305K |
| Mgo One Seven LLC | 0.01% | Reduce -91.9% | 5,770 | $304K |
| Raffa Wealth Management, LLC | 0.06% | Add +32.0% | 5,748 | $303K |
| Parkside Financial Bank & Trust | 0.03% | New | 5,706 | $301K |
| J. L. Bainbridge & Co., Inc. | 0.03% | No change | 5,694 | $300K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -2.8% | 5,662 | $299K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +4.6% | 5,660 | $299K |
| Caliber Wealth Management, LLC / KS | 0.03% | No change | 5,653 | $298K |
| Disciplined Investments, LLC | 0.13% | Reduce -13.2% | 5,631 | $297K |
| CENTRAL TRUST Co | 0.01% | No change | 5,611 | $296K |
| Intergy Private Wealth, LLC | 0.10% | Add +5.6% | 5,562 | $293K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -3.4% | 5,554 | $293K |
| Townsend & Associates, Inc | 0.03% | Reduce -9.8% | 5,552 | $292K |
| Trek Financial, LLC | 0.02% | Reduce -7.5% | 5,502 | $290K |
| Wesbanco Bank Inc. | 0.01% | No change | 5,470 | $289K |
| TD Capital Management LLC | 0.03% | Reduce -6.8% | 5,450 | $288K |
| West Wealth Group, LLC | 0.07% | Reduce -1.1% | 5,370 | $283K |
| Americana Partners, LLC | 0.01% | Add +4.9% | 5,355 | $283K |
| Concord Asset Management, LLC | 0.04% | New | 5,349 | $282K |
| Concord Wealth Partners | 0.04% | Add +12.8% | 5,349 | $282K |
| Maia Wealth LLC | 0.05% | New | 5,334 | $281K |
| Webster Bank, N. A. | 0.03% | Add +4.4% | 5,329 | $281K |
| Capital Analysts, LLC | 0.01% | Reduce -0.5% | 5,322 | $281K |
| Independent Solutions Wealth Management, LLC | 0.05% | Add +0.9% | 5,309 | $280K |
| Evanson Asset Management, LLC | 0.02% | Add +0.9% | 5,298 | $279K |
| Glass Jacobson Investment Advisors llc | 0.11% | Reduce -4.2% | 5,234 | $276K |
| Ignite Planners, LLC | 0.05% | No change | 5,251 | $276K |
| C2C Wealth Management, LLC | 0.25% | No change | 5,202 | $274K |
| Maridea Wealth Management LLC | 0.07% | Add +16.3% | 5,150 | $272K |
| Centurion Wealth Management LLC | 0.08% | No change | 5,148 | $272K |
| Grove Bank & Trust | 0.03% | No change | 5,137 | $271K |
| Plimoth Trust Co. LLC | 0.06% | No change | 5,127 | $271K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 5,118 | $270K |
| Valmark Advisers, Inc. | 0.00% | New | 5,031 | $265K |
| Insight Wealth Partners, LLC | 0.15% | Add +0.4% | 5,013 | $264K |
| Black Maple Capital Management LP | 0.18% | No change | 5,000 | $264K |
| Florida Trust Wealth Management Co | 0.01% | No change | 5,000 | $264K |
| Davidson Investment Advisors | 0.01% | Add +0.2% | 4,965 | $262K |
| Wbi Investments, LLC | 0.07% | Reduce -9.8% | 4,861 | $256K |
| Clearstead Trust, LLC | 0.05% | Add +1322.3% | 4,850 | $256K |
| Johnson Bixby & Associates, LLC | 0.03% | New | 4,802 | $253K |
| MBL Wealth, LLC | 0.02% | Reduce -4.1% | 4,720 | $249K |
| Integral Investment Advisors, Inc. | 0.07% | Reduce -22.1% | 4,719 | $249K |
| Visionary Horizons, LLC | 0.16% | Reduce -0.8% | 4,681 | $247K |
| Premier Path Wealth Partners, LLC | 0.03% | Add +7.3% | 4,659 | $246K |
| Park Place Capital Corp | 0.06% | Reduce -3.5% | 4,634 | $243K |
| Middleton & Co. Inc. | 0.03% | No change | 4,511 | $238K |
| Independent Advisor Alliance | 0.01% | Reduce -1.6% | 4,511 | $238K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 4,508 | $238K |
| Foundations Investment Advisors, LLC | 0.00% | Add +7.2% | 4,431 | $234K |
| Argent Trust Co | 0.01% | Reduce -31.1% | 4,430 | $234K |
| eCIO, Inc. | 0.10% | Reduce -8.4% | 4,404 | $232K |
| Seamount Financial Group Inc. | 0.12% | Reduce -9.7% | 4,361 | $230K |
| Financial Perspectives, Inc | 0.07% | Add +0.8% | 4,326 | $228K |
| Portland Financial Advisors Inc | 0.53% | No change | 4,190 | $221K |
| Precision Wealth Strategies, LLC | 0.07% | New | 4,176 | $220K |
| Bensler, LLC | 0.02% | New | 4,175 | $220K |
| First Affirmative Financial Network | 0.11% | Add +0.6% | 4,140 | $218K |
| Guardian Wealth Advisors, LLC | 0.13% | Reduce -7.2% | 4,139 | $218K |
| Tandem Investment Partners LLC | 0.19% | Reduce -0.5% | 4,123 | $218K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Add +4.0% | 4,108 | $217K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -2.5% | 4,076 | $215K |
| Foster & Motley Inc. | 0.01% | New | 4,032 | $213K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -23.7% | 4,031 | $213K |
| PCG Wealth Advisors, LLC | 0.11% | No change | 4,000 | $211K |
| Ipswich Investment Management Co., Inc. | 0.05% | No change | 4,000 | $211K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -11.2% | 4,013 | $211K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 3,967 | $209K |
| Hemington Wealth Management | 0.03% | Add +0.7% | 3,965 | $209K |
| Martin Capital Advisors, LLP | 0.14% | No change | 3,960 | $209K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,954 | $209K |
| Horan Securities, Inc. | 0.07% | Reduce -22.2% | 3,954 | $209K |
| Navigoe, LLC | 0.16% | Add +0.3% | 3,929 | $207K |
| Proactive Wealth Strategies LLC | 0.10% | Add +1.1% | 3,901 | $206K |
| Heritage Investors Management Corp. | 0.01% | Reduce -9.3% | 3,886 | $205K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -4.0% | 3,884 | $205K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -45.1% | 3,870 | $204K |
| Fox Hill Wealth Management | 0.10% | Add +0.1% | 3,862 | $204K |
| WBH Advisory Inc. | 0.02% | New | 3,856 | $203K |
| Good Steward Wealth Advisors,LLC | 0.16% | Reduce -62.1% | 3,852 | $203K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 3,849 | $203K |
| Horizon Investment Services, LLC | 0.09% | Reduce -0.7% | 3,847 | $203K |
| Gryphon Financial Partners LLC | 0.03% | New | 3,837 | $202K |
| Sunflower Bank, N.A. | 0.05% | No change | 3,830 | $202K |
| Alaska Permanent Capital Management, LLC | 0.02% | No change | 3,750 | $198K |
| Allworth Financial LP | 0.00% | Add +23.4% | 3,660 | $193K |
| Cheviot Value Management, LLC | 0.02% | Add +121666.7% | 3,653 | $192K |
| Colonial Trust Advisors | 0.02% | Reduce -3.0% | 3,539 | $187K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,473 | $183K |
| Archer Investment Corp | 0.04% | Add +0.0% | 3,350 | $177K |
| Twin City Private Wealth, LLC | 0.14% | New | 3,320 | $175K |
| CVA Family Office, LLC | 0.02% | No change | 3,209 | $169K |
| Zions Bancorporation, National Association | 0.01% | No change | 3,000 | $158K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -14.4% | 2,962 | $156K |
| Crews Bank & Trust | 0.02% | Add +1.6% | 2,915 | $154K |
| Atticus Wealth Management, LLC | 0.04% | Add +2.1% | 2,746 | $145K |
| Mascoma Wealth Management LLC | 0.03% | Reduce -33.7% | 2,688 | $142K |
| Front Row Advisors LLC | 0.05% | Add +0.1% | 2,687 | $142K |
| Gables Capital Management Inc. | 0.07% | New | 2,634 | $139K |
| Logan Capital Management Inc. | 0.01% | Add +13.0% | 2,343 | $124K |
| GeoWealth Management, LLC | 0.00% | Reduce -0.6% | 2,334 | $123K |
| EPG Wealth Management LLC | 0.04% | Add +0.0% | 2,333 | $123K |
| ORG Partners LLC | 0.02% | Add +0.1% | 2,136 | $112K |
| Colonial Trust Co / SC | 0.02% | Reduce -1.9% | 2,113 | $111K |
| Main Street Group, LTD | 0.04% | No change | 2,000 | $106K |
| NFSG Corp | 0.02% | Add +17.4% | 1,995 | $105K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 1,974 | $104K |
| First PREMIER Bank | 0.02% | Add +10.9% | 1,895 | $100K |
| Alpine Bank Wealth Management | 0.01% | Add +6.5% | 1,831 | $97K |
| Ameriflex Group, Inc. | 0.05% | Reduce -58.9% | 1,764 | $93K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,700 | $90K |
| South Plains Financial, Inc. | 0.06% | No change | 1,660 | $88K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 1,534 | $81K |
| Red Lighthouse Investment Management, LLC | 0.03% | Add +5.8% | 1,505 | $79K |
| Tompkins Financial Corp. | 0.01% | New | 1,473 | $78K |
| Private Trust Co. NA | 0.01% | Reduce -72.2% | 1,402 | $74K |
| Reyes Financial Architecture, Inc. | 0.06% | New | 1,399 | $74K |
| Silicon Valley Capital Partners | 0.01% | New | 1,392 | $73K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,271 | $67K |
| Security National Bank | 0.01% | No change | 1,245 | $66K |
| Bogart Wealth, LLC | 0.00% | No change | 1,239 | $65K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.3% | 1,187 | $63K |
| Horizon Investments, LLC | 0.00% | No change | 1,146 | $60K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,130 | $60K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | New | 1,115 | $59K |
| Abound Wealth Management | 0.02% | New | 1,056 | $56K |
| Founders Capital Management | 0.03% | No change | 1,040 | $55K |
| Cape Investment Advisory, Inc. | 0.02% | Add +49.0% | 1,037 | $55K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 997 | $53K |
| Family Manage LLC | 0.01% | No change | 986 | $52K |
| Tidemark, LLC | 0.02% | No change | 948 | $50K |
| Headlands Technologies LLC | 0.01% | Add +14.4% | 891 | $47K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 868 | $46K |
| Independence Bank of Kentucky | 0.01% | No change | 864 | $46K |
| Brooklyn Investment Group | 0.01% | New | 833 | $44K |
| Thompson Investment Management, Inc. | 0.01% | No change | 831 | $44K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -32.9% | 830 | $44K |
| Darwin Wealth Management, LLC | 0.01% | Add +1.9% | 822 | $43K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 821 | $43K |
| Kennebec Savings Bank | 0.04% | No change | 809 | $43K |
| SBI Securities Co., Ltd. | 0.00% | Add +17.2% | 805 | $42K |
| Barrett & Company, Inc. | 0.02% | No change | 800 | $42K |
| Silver Oak Securities, Incorporated | 0.00% | New | 765 | $40K |
| Copia Wealth Management | 0.03% | Reduce -23.5% | 743 | $39K |
| Bank of New Hampshire | 0.01% | No change | 690 | $36K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 682 | $36K |
| Aventura Private Wealth, LLC | 0.01% | No change | 649 | $34K |
| Bellwether Advisors, LLC | 0.01% | No change | 631 | $33K |
| McIlrath & Eck, LLC | 0.00% | No change | 604 | $32K |
| Rise Advisors, LLC | 0.01% | Add +5.3% | 596 | $31K |
| WealthShield Partners, LLC | 0.00% | No change | 589 | $31K |
| City Holding Co. | 0.00% | No change | 560 | $30K |
| Private Wealth Asset Management, LLC | 0.00% | New | 557 | $29K |
| Tsfg, LLC | 0.01% | No change | 532 | $28K |
| Boreal Capital Management LLC | 0.03% | — | 501 | $26K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 500 | $26K |
| Granite Investment Partners, LLC | 0.00% | New | 476 | $25K |
| Indiana Trust & Investment Management Co | 0.01% | New | 461 | $24K |
| Key Financial Inc | 0.00% | Add +15.6% | 459 | $24K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 450 | $24K |
| Salomon & Ludwin, LLC | 0.00% | New | 390 | $20K |
| Community Bank, N.A. | 0.00% | Reduce -75.0% | 380 | $20K |
| Richardson Financial Services Inc. | 0.01% | Add +62.7% | 371 | $20K |
| Sound Income Strategies, LLC | 0.00% | Add +5.0% | 359 | $19K |
| Trust Co. of Toledo NA | 0.00% | New | 350 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 350 | $18K |
| Transce3nd, LLC | 0.01% | Reduce -7.2% | 335 | $18K |
| Financial Freedom, LLC | 0.01% | Add +1.2% | 335 | $18K |
| CKW Financial Group | 0.00% | No change | 333 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 315 | $17K |
| MTM Investment Management, LLC | 0.01% | New | 300 | $16K |
| SRH Advisors, LLC | 0.00% | No change | 300 | $16K |
| Capital A Wealth Management, LLC | 0.17% | New | 301 | $15K |
| Decker Retirement Planning Inc. | 0.01% | No change | 283 | $15K |
| Costello Asset Management, INC | 0.01% | No change | 282 | $15K |
| FWL Investment Management, LLC | 0.00% | No change | 230 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 217 | $11K |
| Glassman Wealth Services | 0.00% | New | 202 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 197 | $10K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 184 | $10K |
| Park Square Financial Group, LLC | 0.01% | Add +5.8% | 181 | $10K |
| Alerus Financial NA | 0.00% | New | 156 | $8K |
| Register Financial Advisors LLC | 0.00% | Add +1.3% | 154 | $8K |
| Harbor Asset Planning, Inc. | 0.01% | — | 151 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -53.0% | 150 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 145 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 140 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 130 | $7K |
| Integrity Financial Corp | 0.00% | No change | 120 | $6K |
| JNBA Financial Advisors | 0.00% | No change | 114 | $6K |
| Syntax Research, Inc. | 0.00% | No change | 99 | $5K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 99 | $5K |
| Rossby Financial, LCC | 0.00% | Add +284.0% | 96 | $5K |
| FSA Wealth Management LLC | 0.00% | No change | 94 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 84 | $4K |
| Nova Wealth Management, Inc. | 0.00% | New | 77 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 80 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 74 | $4K |
| High Note Wealth, LLC | 0.00% | Add +0.0% | 75 | $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 |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -19.8% | 65 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -91.3% | 62 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 61 | $3K |
| New Millennium Group LLC | 0.00% | Reduce -34.1% | 60 | $3K |
| Olistico Wealth, LLC | 0.00% | No change | 57 | $3K |
| LRI Investments, LLC | 0.00% | No change | 49 | $3K |
| Northwest Capital Management Inc | 0.00% | Reduce -51.7% | 43 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +2.5% | 41 | $2K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 39 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 38 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 37 | $2K |
| Centricity Wealth Management, LLC | 0.00% | Add +37.5% | 33 | $2K |
| Dogwood Wealth Management LLC | 0.00% | New | 25 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 22 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 16 | $844 |
| GAMMA Investing LLC | 0.00% | Reduce -66.7% | 16 | $844 |
| Investors Research Corp | 0.00% | New | 12 | $633 |
| Barclays PLC | 0.00% | No change | 1 | $53 |
| Bfsg, LLC | 0.00% | No change | 1 | $53 |
"% of holder's portfolio" is IGSB's weight in each manager's 13F, not the share of iShares 1-5Y Inv Grade Corp. the manager owns.