iShares 1-5Y Inv GradeIGSBETF
13F holders, Q3 2025 (September 30)951holders +4
73new positions
61sold out
4famous investors
$53.09avg. 13F price*
At the end of Q3 2025, 951 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, up 4 from Q2 2025. 73 opened new positions and 61 sold out. The largest holders were Northern Trust Corp. ($1.3B), Matson Money. Inc. ($721.9M) and Ameriprise Financial Inc. ($702.7M). 4 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares 1-5Y Inv Grade Corp.
- CUSIP
- 464288646
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $150.0M |
| Exits | 61 | $634.0M |
All 13F filers, Q2 2025 → Q3 2025: 19,389,520 shares bought and 32,057,446 shares sold, net −12,667,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 951 holders
| Northern Trust Corp. | 0.16% | Add +3.7% | 23,937,601 | $1.3B |
| Matson Money. Inc. | 23.77% | Add +2.4% | 13,606,752 | $721.9M |
| Ameriprise Financial Inc. | 0.16% | Add +2.0% | 13,162,203 | $702.7M |
| BlackRock, Inc. | 0.01% | Reduce -20.6% | 11,677,309 | $619.2M |
| Charles Schwab Investment Management Inc. | 0.09% | Reduce -48.6% | 10,872,762 | $576.6M |
| Goldman Sachs Group Inc. | 0.06% | Add +7.8% | 8,288,290 | $439.5M |
| Morgan Stanley | 0.03% | Add +10.5% | 8,158,352 | $432.6M |
| FMR LLC | 0.02% | Reduce -0.7% | 8,053,931 | $427.1M |
| Bank of America Corp. | 0.03% | Reduce -15.0% | 7,341,058 | $389.3M |
| Allstate Corp. | 8.31% | Add +41.0% | 6,864,741 | $364.0M |
| Barings LLC | 7.10% | No change | 6,840,027 | $362.7M |
| Envestnet Asset Management Inc. | 0.10% | Add +11.7% | 6,433,828 | $341.2M |
| Pure Financial Advisors, LLC | 4.37% | Add +7.7% | 5,173,614 | $274.4M |
| UBS Group AG | 0.05% | Add +0.6% | 4,635,582 | $245.8M |
| Captrust Financial Advisors | 0.49% | Add +8.5% | 4,562,020 | $241.9M |
| PNC Financial Services Group, Inc. | 0.13% | Add +4.2% | 3,896,656 | $206.6M |
| JPMorgan Chase & Co. | 0.01% | Add +20.4% | 3,466,237 | $183.8M |
| Stifel Financial Corp. | 0.17% | Add +16.6% | 3,423,959 | $181.6M |
| Wells Fargo & Company | 0.04% | Add +0.6% | 3,367,713 | $178.6M |
| Raymond James Financial Inc. | 0.06% | Add +9.3% | 3,350,893 | $177.7M |
| Members Trust Co | 5.27% | Add +1.1% | 3,022,217 | $160.3M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -3.2% | 2,921,859 | $154.9M |
| D. E. Shaw & Co. | 0.13% | Add +0.9% | 2,807,200 | $148.9M |
| LPL Financial LLC | 0.04% | Add +19.3% | 2,563,558 | $135.9M |
| Point72 Asset Management | 0.30% | No change | 2,432,000 | $129.0M |
| Truist Financial Corp. | 0.17% | Add +7.5% | 2,300,750 | $122.0M |
| Royal Bank of Canada | 0.02% | Add +15.7% | 2,250,450 | $119.3M |
| Flputnam Investment Management Co. | 1.71% | Add +10.7% | 2,155,487 | $114.3M |
| Composition Wealth, LLC | 1.46% | Add +9.7% | 1,833,056 | $97.2M |
| Busey Bank | 2.69% | Reduce -1.3% | 1,817,110 | $96.4M |
| NorthCoast Asset Management LLC | 0.37% | Reduce -0.2% | 1,789,994 | $94.9M |
| Haverford Trust Co | 0.84% | Add +2.5% | 1,762,433 | $93.5M |
| Keybank National Association | 0.32% | Add +5.4% | 1,735,682 | $92.0M |
| HighTower Advisors, LLC | 0.10% | Add +3.6% | 1,706,053 | $90.5M |
| Dynasty Wealth Management, LLC | 1.14% | Add +9.1% | 1,607,939 | $85.3M |
| Williams Jones Wealth Management, LLC. | 0.95% | Add +0.2% | 1,572,060 | $83.4M |
| Parkside Investments, LLC | 10.37% | Add +18.6% | 1,565,336 | $83.0M |
| Quotient Wealth Partners, LLC | 2.26% | Add +4.2% | 1,556,430 | $82.5M |
| MAI Capital Management | 0.48% | Add +17.4% | 1,460,114 | $77.4M |
| MML Investors Services, LLC | 0.21% | Add +16.8% | 1,456,797 | $77.3M |
| Destination Wealth Management | 2.12% | Add +2.5% | 1,451,193 | $77.0M |
| O'shaughnessy Asset Management, LLC | 0.44% | Add +6.0% | 1,424,248 | $75.5M |
| Assetmark, Inc. | 0.16% | Add +6.5% | 1,376,270 | $73.0M |
| One Capital Management, LLC | 2.17% | Add +7.4% | 1,280,454 | $67.9M |
| Kestra Investment Management, LLC | 1.79% | Add +9.2% | 1,257,158 | $66.7M |
| Mariner, LLC | 0.09% | Add +3.0% | 1,248,410 | $66.2M |
| US Bancorp \de | 0.07% | Add +3.0% | 1,161,890 | $61.6M |
| Clearwater Capital Advisors, LLC | 5.19% | Add +5.7% | 1,148,036 | $60.9M |
| Sona Asset Management (us) LLC | 7.74% | Reduce -55.2% | 1,135,000 | $60.2M |
| Maryland Capital Advisors Inc. | 20.92% | Add +18.6% | 1,102,081 | $58.4M |
| Cetera Investment Advisers | 0.07% | Add +21.9% | 1,093,436 | $58.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.93% | Add +11.2% | 1,001,455 | $53.1M |
| Klaas Financial Asset Advisors, LLC | 7.84% | Add +2.3% | 984,714 | $52.2M |
| Osaic Holdings, Inc. | 0.07% | Add +2.5% | 958,747 | $50.8M |
| Zurich Insurance Group Ltd | 0.34% | No change | 894,272 | $47.4M |
| Greenwood Gearhart LLC | 2.69% | Reduce -23.6% | 880,678 | $46.7M |
| Meeder Advisory Services, Inc. | 2.14% | Add +7.6% | 869,601 | $46.1M |
| Fiduciary Trust Co | 0.52% | Reduce -2.5% | 858,781 | $45.5M |
| Bank of Montreal | 0.02% | Add +0.2% | 825,647 | $43.8M |
| Cutler Investment Counsel LLC | 4.51% | Add +4.1% | 812,018 | $43.1M |
| Bangor Savings Bank | 3.48% | Add +1.9% | 787,763 | $41.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -5.3% | 774,000 | $41.0M |
| Ritholtz Wealth Management | 0.78% | Reduce -2.4% | 756,152 | $40.1M |
| PDS Planning, Inc | 2.74% | Add +3.8% | 746,883 | $39.6M |
| Dakota Wealth Management | 0.80% | Add +8.3% | 744,548 | $39.5M |
| Pathstone Holdings, LLC | 0.15% | Reduce -1.5% | 742,151 | $39.4M |
| TD Private Client Wealth LLC | 0.86% | Add +18.8% | 717,937 | $38.1M |
| Focus Partners Wealth | 0.06% | Add +7.5% | 717,482 | $38.0M |
| Janney Montgomery Scott LLC | 0.09% | Add +1.7% | 692,255 | $36.7M |
| Renaissance Technologies | 0.05% | Reduce -41.4% | 656,188 | $34.8M |
| NewSquare Capital LLC | 2.34% | Add +0.2% | 649,506 | $34.4M |
| Stephens Inc. | 0.44% | Reduce -1.4% | 646,981 | $34.3M |
| Stockman Wealth Management, Inc. | 4.19% | Add +1.9% | 636,954 | $33.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -43.7% | 630,455 | $33.4M |
| Arkansas Financial Group, Inc. | 4.87% | Reduce -6.0% | 623,941 | $33.1M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +0.0% | 616,694 | $32.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +4.0% | 586,004 | $31.1M |
| Mutual Advisors, LLC | 0.67% | Add +309.4% | 573,796 | $30.5M |
| Nelson Capital Management, LLC | 3.63% | Add +8.9% | 574,360 | $30.5M |
| Prime Capital Investment Advisors, LLC | 0.36% | Reduce -0.1% | 544,306 | $28.9M |
| OneDigital Investment Advisors LLC | 0.30% | Add +5.6% | 542,939 | $28.8M |
| United Capital Financial Advisors, LLC | 0.20% | Reduce -3.5% | 537,131 | $28.5M |
| Monograph Wealth Advisors, LLC | 2.88% | Add +4.1% | 536,564 | $28.5M |
| Bartlett & Co. Wealth Management LLC | 0.37% | Reduce -23.6% | 529,604 | $28.1M |
| DT Investment Partners, LLC | 2.34% | Add +0.9% | 522,439 | $27.7M |
| 1832 Asset Management L.P. | 0.05% | Add +0.6% | 518,762 | $27.5M |
| Leavell Investment Management, Inc. | 1.15% | Add +3.2% | 515,922 | $27.4M |
| Benjamin Edwards Inc. | 0.30% | Add +1221.9% | 499,275 | $26.5M |
| Chicago Partners Investment Group LLC | 0.69% | Add +1.6% | 492,789 | $26.2M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +210.6% | 492,243 | $26.1M |
| Lutz Financial Services LLC | 1.84% | Add +0.6% | 480,348 | $25.5M |
| Members Capital Advisors Inc. | 29.26% | No change | 480,000 | $25.5M |
| Arch Capital Group LTD. | 8.47% | No change | 469,378 | $24.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +53.2% | 458,117 | $24.3M |
| Lazard Asset Management LLC | 0.03% | New | 458,029 | $24.3M |
| Palisade Capital Management, LP | 0.73% | New | 446,032 | $23.7M |
| RiverFront Investment Group, LLC | 0.41% | Add +8.8% | 438,366 | $23.2M |
| Courage Miller Partners, LLC | 6.88% | Add +10.5% | 432,801 | $22.9M |
| Bank of New York Mellon Corp | 0.00% | Add +25.9% | 428,220 | $22.7M |
| Fiduciary Group, LLC | 1.93% | Add +0.2% | 414,305 | $22.0M |
| Schaeffer Financial LLC | 19.65% | Add +17.3% | 408,727 | $21.7M |
| Prudential Financial Inc. | 0.02% | No change | 395,000 | $20.9M |
| Jacobson & Schmitt Advisors, LLC | 3.54% | Add +4.6% | 389,137 | $20.6M |
| Bar Harbor Wealth Management | 1.24% | Add +4.2% | 388,360 | $20.6M |
| Astoria Strategic Wealth, Inc. | 5.19% | Reduce -1.2% | 386,778 | $20.5M |
| Stephens Group Asset Management, LLC | 1.36% | Add +3.2% | 380,629 | $20.2M |
| Legal & General Group Plc | 0.00% | Add +1286.5% | 380,345 | $20.2M |
| JBGlobal.com LLC | 20.01% | Add +4.9% | 370,523 | $19.6M |
| Amtrust Financial Services, Inc. | 6.56% | No change | 367,800 | $19.5M |
| Blue Fin Capital, Inc. | 3.04% | Add +8.1% | 364,090 | $19.3M |
| Alley Investment Management Company, LLC | 2.23% | Add +0.1% | 362,691 | $19.2M |
| Baird Financial Group, Inc. | 0.03% | Add +7.0% | 359,069 | $19.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -4.2% | 359,124 | $19.0M |
| First Citizens Bank & Trust Co. | 0.40% | Add +0.0% | 349,377 | $18.5M |
| IFP Advisors, Inc | 0.47% | Add +4.7% | 344,061 | $18.2M |
| D L Carlson Investment Group Inc. | 3.06% | Add +9.2% | 343,495 | $18.2M |
| BNP Paribas Financial Markets | 0.01% | Add +57.4% | 340,784 | $18.1M |
| Atwood & Palmer Inc. | 1.06% | Add +0.3% | 340,653 | $18.1M |
| Strategic Advocates LLC | 4.65% | Add +6.8% | 336,859 | $17.9M |
| Guggenheim Capital LLC | 0.13% | Add +2.6% | 334,859 | $17.8M |
| Creative Planning | 0.01% | Add +1.1% | 330,698 | $17.5M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +0.2% | 328,533 | $17.4M |
| Anchor Capital Advisors LLC | 0.50% | Reduce -1.1% | 324,904 | $17.2M |
| Presilium Private Wealth, LLC | 3.26% | Add +8.2% | 323,717 | $17.2M |
| Johns Hopkins University | 0.95% | No change | 321,905 | $17.1M |
| Alesco Advisors, LLC, An ESL Co | 0.43% | Add +5.8% | 301,611 | $16.0M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 300,000 | $15.9M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +11.3% | 290,156 | $15.4M |
| Discipline Wealth Solutions, LLC | 3.97% | Add +3.4% | 284,150 | $15.1M |
| Summit Financial, LLC | 0.23% | Add +2.5% | 283,802 | $15.1M |
| Summit Wealth Partners, LLC | 2.72% | Add +1.4% | 283,727 | $15.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | No change | 278,770 | $14.8M |
| AE Wealth Management LLC | 0.09% | Reduce -16.2% | 277,389 | $14.7M |
| Black Diamond Financial, LLC | 1.64% | Add +32.1% | 276,643 | $14.7M |
| Parallel Advisors, LLC | 0.27% | Reduce -17.6% | 276,106 | $14.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +28.1% | 272,365 | $14.4M |
| TCTC Holdings, LLC | 0.42% | Reduce -0.2% | 264,219 | $14.0M |
| Kwmg, LLC | 1.22% | Add +9.4% | 262,231 | $13.9M |
| Charter Oak Capital Management, LLC | 1.09% | Add +3.4% | 262,197 | $13.9M |
| Strategic Investment Advisors / MI | 1.23% | Reduce -100.0% | 68 | $13.7M |
| Gunma Bank,Ltd. | 4.27% | Add +63.7% | 257,000 | $13.6M |
| Prosperity Planning, Inc. | 5.10% | Add +6.7% | 255,348 | $13.5M |
| Goelzer Investment Management, Inc. | 0.72% | Add +3.7% | 255,304 | $13.5M |
| Dai-ichi Life Holdings, Inc. | 12.84% | Reduce -0.1% | 250,900 | $13.3M |
| Cerity Partners LLC | 0.02% | Reduce -5.3% | 250,332 | $13.3M |
| Bernardo Wealth Planning LLC | 2.59% | Add +9.1% | 248,757 | $13.2M |
| NBT Bank, N.A. | 0.86% | Reduce -0.2% | 247,727 | $13.2M |
| Caldwell Trust Co | 1.21% | Add +7.5% | 243,515 | $12.9M |
| Fortis Capital Management LLC | 1.81% | Add +5.4% | 241,854 | $12.8M |
| Gradient Investments LLC | 0.21% | Reduce -62.2% | 238,386 | $12.6M |
| Betterment LLC | 0.02% | Add +39.2% | 235,962 | $12.5M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +3.1% | 235,741 | $12.5M |
| MTC Wealth Management LLC | 5.81% | Reduce -0.6% | 235,186 | $12.5M |
| Smithfield Trust Co | 0.56% | Reduce -1.0% | 234,949 | $12.5M |
| CIBC Private Wealth Group LLC | 0.02% | Add +16.0% | 232,140 | $12.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -24.9% | 230,813 | $12.2M |
| Secure Asset Management, LLC | 2.00% | Add +24.5% | 228,482 | $12.1M |
| Cary Street Partners Financial LLC | 0.31% | Add +32.2% | 222,938 | $11.8M |
| ABLE Financial Group, LLC | 2.55% | Add +16.4% | 222,277 | $11.8M |
| Disciplina Capital Management LLC | 1.42% | Reduce -16.0% | 220,374 | $11.7M |
| Bailard, Inc. | 0.25% | Add +2.3% | 220,146 | $11.7M |
| Sigma Planning Corp | 0.33% | Add +16.3% | 219,936 | $11.7M |
| Hall Capital Management Co. Inc. | 4.59% | Add +7.2% | 219,432 | $11.6M |
| Wharton Business Group, LLC | 0.51% | Add +63.7% | 219,315 | $11.6M |
| BlueSky Wealth Advisors, LLC | 1.54% | Reduce -3.9% | 215,179 | $11.4M |
| Avior Wealth Management, LLC | 0.37% | Add +0.3% | 214,698 | $11.4M |
| Franklin Resources Inc. | 0.00% | Add +4.5% | 214,686 | $11.4M |
| Smith Salley Wealth Management | 0.56% | Add +24.4% | 206,655 | $11.0M |
| Procyon Advisors, LLC | 0.65% | Reduce -3.6% | 205,330 | $10.9M |
| Choreo, LLC | 0.14% | Reduce -5.3% | 203,190 | $10.8M |
| Wealth Forward, LLC | 6.21% | New | 201,700 | $10.7M |
| Northstar Advisory Group, LLC | 4.33% | Add +255.9% | 200,021 | $10.6M |
| Galilei Investment Office LLP | 5.07% | No change | 199,086 | $10.6M |
| James Investment Research, Inc. | 1.14% | Reduce -1.8% | 196,875 | $10.4M |
| Citigroup Inc. | 0.01% | Reduce -11.1% | 194,744 | $10.3M |
| Rothschild Investment LLC | 0.57% | Add +5.9% | 189,417 | $10.0M |
| Equitable Trust Co. | 0.46% | Add +25.6% | 188,328 | $10.0M |
| Heck Capital Advisors, LLC | 0.77% | Add +33.0% | 187,413 | $9.9M |
| Patriot Investment Management Group, Inc. | 0.65% | Reduce -1.8% | 187,107 | $9.9M |
| Waverly Advisors, LLC | 0.10% | Add +3.4% | 185,599 | $9.8M |
| Larson Financial Group LLC | 0.34% | Reduce -6.5% | 183,845 | $9.7M |
| Cwm, LLC | 0.03% | Reduce -10.3% | 183,349 | $9.7M |
| Ballentine Capital Advisors, Inc | 4.29% | Add +3.2% | 182,891 | $9.7M |
| Crestwood Advisors Group, LLC | 0.16% | Add +2.5% | 180,047 | $9.5M |
| Powers Advisory Group, LLC | 3.79% | Reduce -9.6% | 179,344 | $9.5M |
| Compound Planning, Inc. | 0.31% | Add +14.0% | 178,780 | $9.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +24.7% | 178,300 | $9.5M |
| Delta Asset Management LLC | 0.80% | Add +5.0% | 177,107 | $9.4M |
| Proffitt & Goodson Inc. | 1.32% | Reduce -1.7% | 173,131 | $9.2M |
| Trustmark Bank Trust Department | 0.59% | Add +11.9% | 169,951 | $9.0M |
| Meritage Portfolio Management | 0.60% | Reduce -4.3% | 169,674 | $9.0M |
| PFG Advisors | 0.37% | New | 169,048 | $9.0M |
| First American Trust, FSB | 0.65% | New | 168,096 | $8.9M |
| BCS Private Wealth Management, Inc. | 3.18% | Reduce -3.0% | 167,581 | $8.9M |
| Dimension Capital Management LLC | 1.26% | Add +24.7% | 163,932 | $8.7M |
| NewEdge Advisors, LLC | 0.04% | Add +26.5% | 161,498 | $8.6M |
| Kiker Wealth Management, LLC | 4.32% | Add +6.9% | 161,343 | $8.6M |
| DAVENPORT & Co LLC | 0.04% | Add +12.8% | 157,564 | $8.4M |
| TD Asset Management Inc | 0.01% | Reduce -0.0% | 156,975 | $8.3M |
| Woodmont Investment Counsel LLC | 0.55% | Reduce -1.7% | 155,785 | $8.3M |
| JPL Wealth Management, LLC | 1.92% | Add +2.5% | 152,889 | $8.1M |
| Fifth Third Bancorp | 0.03% | Reduce -0.8% | 152,042 | $8.1M |
| Dynamic Advisor Solutions LLC | 0.23% | Reduce -0.3% | 150,794 | $8.0M |
| Deutsche Bank AG | 0.00% | Add +0.1% | 150,776 | $8.0M |
| Main Management LLC | 0.59% | Reduce -0.5% | 150,767 | $8.0M |
| Oppenheimer & Co. Inc. | 0.10% | Add +4.3% | 150,054 | $8.0M |
| Hilton Capital Management, LLC | 0.64% | Add +6.5% | 150,030 | $8.0M |
| Meridian Wealth Management, LLC | 0.30% | Add +0.2% | 149,785 | $7.9M |
| SeaBridge Investment Advisors LLC | 1.27% | New | 148,158 | $7.9M |
| Galvin, Gaustad & Stein, LLC | 0.65% | Reduce -2.3% | 147,628 | $7.8M |
| AmeriServ Wealth Advisors | 3.89% | Reduce -13.9% | 145,144 | $7.7M |
| Pinnacle Financial Partners Inc | 0.18% | Reduce -25.4% | 144,623 | $7.7M |
| Integrated Wealth Concepts LLC | 0.07% | Add +5.7% | 141,711 | $7.5M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -2.7% | 141,333 | $7.5M |
| Marmo Financial Group, LLC | 3.62% | Add +3.4% | 141,125 | $7.5M |
| Diversify Wealth Management, LLC | 0.42% | Add +7.3% | 139,099 | $7.3M |
| Scotia Capital Inc. | 0.03% | Reduce -20.1% | 138,296 | $7.3M |
| Schroder Investment Management Group | 0.01% | New | 133,803 | $7.1M |
| Davis R M Inc. | 0.12% | Add +1.5% | 132,853 | $7.0M |
| Fairview Capital Investment Management, LLC | 0.36% | Reduce -1.2% | 132,457 | $7.0M |
| Semitam Bonam LLC | 6.21% | Add +3.0% | 130,837 | $6.9M |
| Nalls Sherbakoff Group, LLC | 4.68% | Add +2.1% | 130,681 | $6.9M |
| Sandy Cove Advisors, LLC | 2.21% | New | 130,338 | $6.9M |
| Regions Financial Corp. | 0.04% | Add +3.9% | 130,297 | $6.9M |
| Aspen Investment Management Inc | 2.66% | Add +11.9% | 129,869 | $6.9M |
| Hancock Whitney Corp. | 0.12% | Reduce -5.3% | 129,336 | $6.9M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -5.1% | 127,872 | $6.8M |
| Eubel Brady & Suttman Asset Management Inc. | 0.84% | Reduce -1.7% | 127,731 | $6.8M |
| Capital Investment Services of America, Inc. | 0.59% | No change | 126,240 | $6.7M |
| Capital Investment Counsel, LLC | 0.98% | Add +5.7% | 126,097 | $6.7M |
| Total Wealth Planning, LLC | 0.76% | Reduce -1.4% | 124,194 | $6.6M |
| Mendota Financial Group, LLC | 4.92% | Add +6.4% | 124,187 | $6.6M |
| Private Advisor Group, LLC | 0.03% | Add +27.0% | 124,178 | $6.6M |
| Axxcess Wealth Management, LLC | 0.14% | Add +29.7% | 123,861 | $6.6M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.4% | 122,174 | $6.5M |
| Wealthstar Advisors, LLC | 2.55% | Add +0.1% | 122,083 | $6.5M |
| Ameliora Wealth Management Ltd. | 2.13% | Add +1.0% | 120,474 | $6.4M |
| Confluence Investment Management LLC | 0.09% | New | 120,237 | $6.4M |
| Tableaux LLC | 2.54% | Add +51.7% | 119,784 | $6.4M |
| Mittelman Wealth Management | 4.15% | Add +60.3% | 119,404 | $6.3M |
| Flow Traders U.S. LLC | 0.25% | New | 117,890 | $6.3M |
| Outlook Wealth Advisors, LLC | 1.55% | Add +11.5% | 117,194 | $6.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.8% | 117,062 | $6.2M |
| CWA Asset Management Group, LLC | 0.23% | Reduce -1.7% | 115,519 | $6.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.95% | Reduce -4.0% | 111,840 | $5.9M |
| Shore Point Advisors, LLC | 2.61% | Add +3.1% | 111,480 | $5.9M |
| Pinkerton Wealth, LLC | 0.63% | Add +9.5% | 110,828 | $5.9M |
| Resonant Capital Advisors, LLC | 0.33% | Reduce -7.8% | 107,020 | $5.7M |
| Global Retirement Partners, LLC | 0.12% | Add +18.4% | 105,178 | $5.6M |
| Investment Partners, LTD. | 1.93% | Add +5.8% | 103,266 | $5.5M |
| Diversified Portfolios, Inc. | 0.48% | No change | 102,680 | $5.4M |
| Seven Mile Advisory | 0.88% | New | 101,462 | $5.4M |
| Endurance Services Ltd | 0.89% | No change | 100,582 | $5.3M |
| KMG Fiduciary Partners, LLC | 0.36% | Add +9.5% | 99,984 | $5.3M |
| Corient Private Wealth LP | 0.01% | Add +12.8% | 98,889 | $5.2M |
| Providence Capital Advisors, LLC | 0.90% | Add +3.5% | 97,901 | $5.2M |
| Roundview Capital LLC | 0.33% | Reduce -1.4% | 97,698 | $5.2M |
| Burns J W & Co. Inc. | 0.58% | Add +9.2% | 97,315 | $5.2M |
| Regal Investment Advisors LLC | 0.33% | New | 96,342 | $5.1M |
| Beacon Financial Group | 0.50% | Reduce -8.9% | 95,920 | $5.1M |
| Crescent Grove Advisors, LLC | 0.49% | Add +3.6% | 95,537 | $5.1M |
| GTS Securities LLC | 0.19% | New | 94,971 | $5.0M |
| CoreCap Advisors, LLC | 0.18% | Add +15.2% | 94,126 | $5.0M |
| Catalyst Capital Advisors LLC | 0.10% | Reduce -12.2% | 93,764 | $5.0M |
| Trinity Legacy Partners, LLC | 1.13% | Add +0.8% | 92,931 | $4.9M |
| Martin Capital Partners, LLC | 1.88% | Reduce -7.3% | 91,632 | $4.9M |
| Amara Financial, Llc. | 3.55% | Add +12.0% | 90,861 | $4.8M |
| NTV Asset Management LLC | 0.51% | Add +12.2% | 88,931 | $4.7M |
| SouthState Bank Corp | 0.22% | Reduce -0.4% | 88,679 | $4.7M |
| Graybill Wealth Management, LTD. | 1.42% | Add +1.2% | 87,281 | $4.6M |
| United Bank | 0.54% | Add +6.8% | 86,023 | $4.6M |
| Blair William & Co. | 0.01% | No change | 84,263 | $4.5M |
| Gradient Capital Advisors, LLC | 1.18% | Add +14.0% | 82,861 | $4.4M |
| Focus Financial Network, Inc. | 0.16% | Add +5.0% | 82,620 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +22.0% | 82,641 | $4.4M |
| Bull Street Advisors, LLC | 2.04% | Reduce -0.1% | 82,490 | $4.4M |
| Pines Wealth Management, LLC | 1.47% | Add +0.5% | 82,479 | $4.4M |
| Grey Ledge Advisors, LLC | 0.99% | Reduce -2.4% | 82,226 | $4.4M |
| Lodestar Private Asset Management LLC | 0.45% | Add +6.9% | 80,804 | $4.3M |
| Boltwood Capital Management | 1.13% | Add +2.9% | 80,389 | $4.3M |
| Nations Financial Group Inc, /Ia/ | 0.27% | Reduce -8.8% | 80,249 | $4.3M |
| Comerica Bank | 0.02% | Add +10.1% | 79,434 | $4.2M |
| Ascent Group, LLC | 0.15% | Add +10.8% | 78,819 | $4.2M |
| Ally Invest Advisors Inc. | 0.29% | Add +4.7% | 76,744 | $4.1M |
| Agate Pass Investment Management, LLC | 1.55% | Reduce -0.3% | 76,738 | $4.1M |
| HM Payson & Co. | 0.06% | No change | 76,676 | $4.1M |
| Chesley Taft & Associates LLC | 0.17% | Reduce -0.1% | 74,779 | $4.0M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Add +605.5% | 74,672 | $4.0M |
| Lowe Brockenbrough & Co. Inc. | 0.20% | Add +21.1% | 74,496 | $4.0M |
| DMC Group, LLC | 2.70% | Add +1.6% | 73,442 | $3.9M |
| Capital City Trust Co. | 0.93% | No change | 72,001 | $3.8M |
| Juncture Wealth Strategies, LLC | 1.27% | Reduce -0.9% | 71,478 | $3.8M |
| Wealthfront Advisers LLC | 0.01% | Add +5.9% | 71,422 | $3.8M |
| Aventus Investment Advisors, Inc. | 3.20% | Add +0.4% | 70,845 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +13.6% | 70,579 | $3.7M |
| Buska Wealth Management, LLC | 1.12% | Reduce -10.9% | 70,488 | $3.7M |
| Bokf, NA | 0.06% | Add +1.4% | 70,369 | $3.7M |
| UMB Bank, n.a. | 0.05% | Reduce -29.6% | 69,613 | $3.7M |
| Apella Capital, LLC | 0.08% | Add +0.3% | 69,233 | $3.7M |
| SevenBridge Financial Group, LLC | 0.61% | Reduce -17.7% | 69,396 | $3.7M |
| Investment Advisory Group, LLC | 0.99% | Add +5.6% | 68,458 | $3.6M |
| Croban | 2.42% | Add +30.3% | 68,404 | $3.6M |
| Bigelow Investment Advisors, LLC | 1.43% | Add +12.3% | 66,853 | $3.5M |
| Sax Wealth Advisors, LLC | 0.19% | Reduce -8.6% | 66,408 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.2% | 65,757 | $3.5M |
| Advisory Services Network, LLC | 0.05% | Add +36.0% | 65,599 | $3.5M |
| Curbstone Financial Management Corp | 0.65% | No change | 63,890 | $3.4M |
| Park Avenue Securities LLC | 0.03% | Add +9.5% | 63,566 | $3.4M |
| Novem Group | 0.39% | Reduce -0.5% | 61,610 | $3.3M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Add +122.8% | 61,443 | $3.3M |
| IVC Wealth Advisors LLC | 1.45% | Add +2.9% | 61,268 | $3.2M |
| Rathbones Group PLC | 0.01% | Add +1.0% | 60,478 | $3.2M |
| RHS Financial, LLC | 1.66% | Reduce -5.3% | 60,373 | $3.2M |
| Jane Street Group, LLC | 0.00% | New | 59,832 | $3.2M |
| Washington Capital Management, Inc. | 2.25% | No change | 59,418 | $3.2M |
| Welch & Forbes LLC | 0.04% | Reduce -7.6% | 58,933 | $3.1M |
| Integrated Advisors Network LLC | 0.13% | Reduce -38.4% | 58,554 | $3.1M |
| Founders Grove Wealth Partners, LLC | 0.73% | Add +268.1% | 58,318 | $3.1M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -0.6% | 58,315 | $3.1M |
| Factor Wealth Management LTD | 0.76% | Add +32.5% | 57,706 | $3.1M |
| BG Investment Services, LLC | 3.00% | Add +1.3% | 57,272 | $3.0M |
| New South Capital Management Inc. | 0.14% | Add +3.1% | 57,225 | $3.0M |
| Parsons Capital Management Inc. | 0.17% | Add +137.1% | 56,698 | $3.0M |
| Whittier Trust Co. | 0.03% | Reduce -3.2% | 56,752 | $3.0M |
| Princeton Global Asset Management LLC | 0.49% | Add +9.6% | 55,659 | $3.0M |
| One Day In July LLC | 0.25% | Add +3.5% | 55,516 | $2.9M |
| AlphaCore Capital LLC | 0.10% | Reduce -0.9% | 54,091 | $2.9M |
| Independent Financial Group, LLC | 0.07% | Reduce -26.8% | 54,090 | $2.9M |
| Edgestream Partners, L.P. | 0.08% | Add +19.4% | 53,810 | $2.9M |
| Wealth Advisors of Tampa Bay, LLC | 0.95% | No change | 53,626 | $2.8M |
| Fire Capital Management LLC | 1.63% | Add +23.7% | 53,518 | $2.8M |
| Vantage Financial Partners, LLC | 0.60% | Add +12.3% | 53,508 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +37.3% | 53,236 | $2.8M |
| YHB Investment Advisors, Inc. | 0.21% | Reduce -46.4% | 53,230 | $2.8M |
| LaFleur & Godfrey LLC | 0.34% | Add +99.7% | 53,220 | $2.8M |
| Clearstead Advisors, LLC | 0.04% | Add +47.5% | 53,098 | $2.8M |
| &partners | 0.02% | Add +34.1% | 52,234 | $2.8M |
| Financial Advocates Investment Management | 1.53% | Reduce -11.2% | 51,395 | $2.7M |
| Gemmer Asset Management LLC | 0.22% | Reduce -0.1% | 51,381 | $2.7M |
| AlTi Global, Inc. | 0.06% | No change | 51,160 | $2.7M |
| E&G Advisors, LLC | 0.63% | Add +0.3% | 51,075 | $2.7M |
| Cobblestone Capital Advisors LLC | 0.13% | Add +14.0% | 50,485 | $2.7M |
| Becker Capital Management Inc. | 0.08% | Add +6.8% | 50,359 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -7.2% | 49,927 | $2.6M |
| Aries Wealth Management | 0.63% | Add +1.0% | 49,862 | $2.6M |
| Cabot Wealth Management Inc. | 0.29% | Add +8.9% | 49,786 | $2.6M |
| Running Point Capital Advisors, LLC | 0.70% | Reduce -1.2% | 48,937 | $2.6M |
| 1620 Investment Advisors, Inc. | 1.75% | Add +1.7% | 48,334 | $2.6M |
| Eagle Global Advisors LLC | 0.10% | Add +6.3% | 48,255 | $2.6M |
| Steinberganna Wealth Management | 1.20% | — | 48,222 | $2.6M |
| Courier Capital LLC | 0.15% | Reduce -9.6% | 48,118 | $2.6M |
| Nvwm, LLC | 0.57% | Add +0.2% | 47,814 | $2.5M |
| Duncker Streett & Co. Inc. | 0.43% | Add +0.1% | 47,071 | $2.5M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -40.3% | 46,996 | $2.5M |
| Calamos Wealth Management LLC | 0.09% | Add +119.1% | 46,904 | $2.5M |
| Unified Investment Management | 2.42% | Add +9.7% | 45,686 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.17% | No change | 45,627 | $2.4M |
| Naples Global Advisors, LLC | 0.19% | Add +24.4% | 44,926 | $2.4M |
| SCS Capital Management LLC | 0.03% | Add +0.0% | 43,902 | $2.3M |
| AMG National Trust Bank | 0.06% | Reduce -1.1% | 43,518 | $2.3M |
| Hudson Portfolio Management LLC | 2.04% | Add +29.4% | 43,506 | $2.3M |
| Burke & Herbert Bank & Trust Co. | 0.50% | Reduce -1.2% | 43,480 | $2.3M |
| Tilia Fiduciary Partners, Inc. | 1.31% | Add +0.1% | 42,801 | $2.3M |
| Sage Advisory Services, Ltd.Co. | 1.19% | Reduce -9.6% | 42,753 | $2.3M |
| Raffa Wealth Management, LLC | 0.40% | Add +635.8% | 42,291 | $2.2M |
| Sapient Capital LLC | 0.03% | No change | 41,630 | $2.2M |
| Ifrah Financial Services, Inc. | 0.57% | Reduce -0.8% | 41,278 | $2.2M |
| Trajan Wealth LLC | 0.09% | Reduce -20.3% | 41,176 | $2.2M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -53.0% | 41,100 | $2.2M |
| Hunter Associates Investment Management LLC | 0.30% | No change | 40,674 | $2.2M |
| Checchi Capital Advisers, LLC | 0.15% | Add +0.9% | 40,584 | $2.2M |
| Winthrop Capital Management, LLC | 0.52% | No change | 40,320 | $2.1M |
| Vise Technologies, Inc. | 0.08% | Add +2.1% | 39,804 | $2.1M |
| One Wealth Map LLC | 1.12% | Reduce -3.9% | 39,847 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -5.7% | 39,497 | $2.1M |
| Hollencrest Capital Management | 0.07% | Reduce -30.1% | 39,089 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.4% | 38,814 | $2.1M |
| United Financial Planning Group LLC | 1.28% | — | 38,425 | $2.0M |
| World Investment Advisors | 0.04% | Add +1.6% | 38,393 | $2.0M |
| Hilltop Holdings Inc. | 0.11% | Add +198.0% | 38,357 | $2.0M |
| Sowell Financial Services LLC | 0.08% | Add +0.6% | 38,354 | $2.0M |
| Simplicity Wealth,LLC | 0.12% | Reduce -3.9% | 38,060 | $2.0M |
| Israel Discount Bank of New York | 5.97% | Reduce -11.1% | 38,050 | $2.0M |
| Steele Capital Management, Inc. | 0.09% | Reduce -1.0% | 37,914 | $2.0M |
| Sweeney & Michel, LLC | 0.67% | Add +0.9% | 37,424 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +34.9% | 37,069 | $2.0M |
| Synovus Financial Corp. | 0.02% | Add +7.0% | 37,005 | $2.0M |
| Advisory Research Inc. | 0.26% | Add +106.9% | 36,890 | $2.0M |
| Aprio Wealth Management, LLC | 0.19% | Reduce -4.3% | 36,824 | $2.0M |
| Arkadios Wealth Advisors | 0.05% | Add +0.1% | 36,592 | $1.9M |
| City National Bank of Florida | 1.28% | Reduce -4.1% | 36,546 | $1.9M |
| Snowden Capital Advisors LLC | 0.05% | Add +9.9% | 36,009 | $1.9M |
| Sovereign Financial Group, Inc. | 0.36% | Reduce -2.2% | 35,958 | $1.9M |
| Enclave Advisors LLC | 0.29% | Add +57.4% | 35,934 | $1.9M |
| Strategic Financial Services, Inc. | 0.09% | Reduce -6.8% | 35,628 | $1.9M |
| Sofi Wealth, LLC | 0.10% | Reduce -16.5% | 35,503 | $1.9M |
| SIMA Wealth Partners, LLC | 1.43% | Reduce -8.2% | 35,225 | $1.9M |
| Permanens Capital L.P. | 0.28% | New | 35,143 | $1.9M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -35.2% | 34,957 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.26% | Reduce -2.1% | 34,740 | $1.8M |
| Glen Eagle Advisors, LLC | 0.26% | Reduce -6.8% | 34,671 | $1.8M |
| New World Advisors LLC | 0.33% | Reduce -18.4% | 34,193 | $1.8M |
| Wilshire Advisors LLC | 4.67% | No change | 33,981 | $1.8M |
| Longview Financial Advisors LLC | 1.03% | Reduce -2.0% | 33,578 | $1.8M |
| Sheets Smith Wealth Management | 0.20% | Add +4.9% | 33,527 | $1.8M |
| Transatlantique Private Wealth LLC | 0.58% | Add +56.4% | 33,515 | $1.8M |
| Buckhead Capital Management LLC | 0.64% | Add +15.2% | 33,407 | $1.8M |
| First International Bank & Trust | 0.61% | Reduce -23.5% | 33,249 | $1.8M |
| Godsey & Gibb, Inc. | 0.16% | Add +8.0% | 33,192 | $1.8M |
| Brookstone Capital Management | 0.02% | Add +0.7% | 33,167 | $1.8M |
| Allianz Investment Management U.S. LLC | 0.07% | No change | 33,144 | $1.8M |
| Schmidt P J Investment Management Inc. | 0.29% | Reduce -25.4% | 33,118 | $1.8M |
| Cooksen Wealth, LLC | 1.29% | Add +3.5% | 32,631 | $1.7M |
| United Community Bank | 0.53% | Add +1.3% | 32,535 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +20.7% | 31,421 | $1.7M |
| First Washington CORP | 0.45% | No change | 31,420 | $1.7M |
| Tritonpoint Wealth, LLC | 0.14% | Add +2.6% | 31,265 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.15% | Add +2.6% | 31,163 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +1.5% | 30,930 | $1.6M |
| Compass Ion Advisors, LLC | 0.16% | Add +3.2% | 30,523 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +3.6% | 30,376 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -14.7% | 30,238 | $1.6M |
| A. D. Beadell Investment Counsel, Inc. | 1.09% | No change | 30,150 | $1.6M |
| Quaker Capital Investments, LLC | 0.43% | Add +87.5% | 30,000 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | Add +20.6% | 29,536 | $1.6M |
| Ingalls & Snyder LLC | 0.05% | No change | 29,116 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.4% | 28,833 | $1.5M |
| Trivium Point Advisory, LLC | 0.16% | Add +1.6% | 28,736 | $1.5M |
| Principal Financial Group Inc. | 0.00% | New | 28,400 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +39.1% | 28,304 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -5.0% | 28,255 | $1.5M |
| FineMark National Bank & Trust | 0.05% | Reduce -4.3% | 28,163 | $1.5M |
| First Trust Advisors LP | 0.00% | Reduce -30.1% | 28,070 | $1.5M |
| Leo Wealth, LLC | 0.19% | Add +2.7% | 27,744 | $1.5M |
| Cumberland Partners Ltd | 0.10% | Add +7.1% | 27,689 | $1.5M |
| Nordwand Advisors, LLC | 0.23% | Reduce -4.2% | 27,581 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +34.1% | 27,459 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -80.1% | 27,415 | $1.5M |
| Coordinated Financial Services, Inc. | 0.94% | Add +0.8% | 27,216 | $1.4M |
| Alpha Financial Partners LLC | 0.94% | Add +25.4% | 27,203 | $1.4M |
| Weaver Consulting Group | 0.37% | Reduce -13.9% | 27,190 | $1.4M |
| Union Bancaire Privee, UBP SA | 0.02% | No change | 27,935 | $1.4M |
| Seed Wealth Management, Inc. | 0.99% | Add +0.3% | 27,130 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.1% | 26,978 | $1.4M |
| Forte Asset Management LLC | 0.69% | No change | 26,902 | $1.4M |
| Farther Finance Advisors, LLC | 0.02% | Add +155.0% | 26,782 | $1.4M |
| Ballentine Partners, LLC | 0.02% | No change | 26,720 | $1.4M |
| GWN Securities Inc. | 0.33% | Reduce -2.1% | 26,655 | $1.4M |
| Mattern Capital Management, LLC | 0.17% | Add +65.4% | 26,531 | $1.4M |
| Armor Investment Advisors, LLC | 0.45% | Reduce -0.5% | 26,525 | $1.4M |
| MMBG Investment Advisors Co. | 0.12% | Add +17.1% | 26,432 | $1.4M |
| Mgo One Seven LLC | 0.03% | Add +355.9% | 26,308 | $1.4M |
| Rehmann Capital Advisory Group | 0.08% | Add +2.8% | 26,255 | $1.4M |
| Kovack Advisors, Inc. | 0.13% | Reduce -9.7% | 25,783 | $1.4M |
| Autumn Glory Partners, LLC | 0.55% | New | 25,447 | $1.3M |
| Y.D. More Investments Ltd | 0.08% | No change | 25,130 | $1.3M |
| Woodside Wealth Management LLC | 1.05% | Add +0.3% | 25,035 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -20.1% | 24,837 | $1.3M |
| Ridgewood Investments LLC | 0.55% | Add +122.7% | 24,799 | $1.3M |
| XY Planning Network, Inc. | 0.45% | No change | 24,794 | $1.3M |
| Sage Financial Group Inc. | 0.09% | Reduce -3.0% | 24,417 | $1.3M |
| Pacific Point Advisors, LLC | 0.75% | Add +3.6% | 24,231 | $1.3M |
| Plancorp, LLC | 0.04% | Add +21.8% | 24,037 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | No change | 23,860 | $1.3M |
| Peregrine Asset Advisers, Inc. | 0.38% | Reduce -1.8% | 23,849 | $1.3M |
| Signet Financial Management, LLC | 0.15% | Reduce -3.2% | 23,729 | $1.3M |
| Peoples Bank | 0.77% | Reduce -1.6% | 23,590 | $1.3M |
| DecisionMap Wealth Management, LLC | 0.80% | Add +4.8% | 23,584 | $1.3M |
| City of London Investment Management Co. Ltd. | 0.09% | Add +72.5% | 23,427 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -0.9% | 23,322 | $1.2M |
| Flagstar Securities, Inc. | 0.38% | Add +1.5% | 23,252 | $1.2M |
| F/m Investments LLC | 0.05% | Reduce -18.4% | 23,064 | $1.2M |
| Maia Wealth LLC | 0.21% | Add +333.2% | 23,108 | $1.2M |
| Advisor OS, LLC | 0.10% | Reduce -0.7% | 22,834 | $1.2M |
| Apex Wealth Management, LLC | 0.86% | Add +1.1% | 22,728 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.6% | 22,674 | $1.2M |
| Garde Capital, Inc. | 0.06% | Reduce -6.3% | 22,372 | $1.2M |
| Oak Family Advisors, LLC | 0.38% | New | 22,226 | $1.2M |
| Exchange Bank | 0.82% | No change | 22,163 | $1.2M |
| Financial Life Advisors | 0.38% | Reduce -38.1% | 22,160 | $1.2M |
| SlateStone Wealth, LLC | 0.10% | Add +10.1% | 21,895 | $1.2M |
| Keel Point, LLC | 0.07% | Add +0.2% | 21,818 | $1.2M |
| JGP Wealth Management, LLC | 0.13% | New | 21,657 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -1.3% | 21,502 | $1.1M |
| White Pine Capital LLC | 0.33% | Reduce -3.8% | 21,409 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.08% | Add +5.3% | 21,345 | $1.1M |
| Capital Insight Partners, LLC | 0.19% | Reduce -29.8% | 21,261 | $1.1M |
| Traub Capital Management LLC | 1.11% | Add +0.1% | 21,225 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +14.8% | 20,960 | $1.1M |
| American National Bank of Texas | 1.05% | — | 20,941 | $1.1M |
| Nwam LLC | 0.06% | Add +13.0% | 20,852 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -12.3% | 20,590 | $1.1M |
| Berger Financial Group, Inc | 0.06% | Add +59.8% | 20,432 | $1.1M |
| Stelac Advisory Services LLC | 0.37% | Add +9.8% | 19,949 | $1.1M |
| Red Cedar Investment Management, LLC | 0.12% | No change | 19,907 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -14.9% | 19,883 | $1.1M |
| Bessemer Group Inc. | 0.00% | Add +13.4% | 19,759 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.8% | 19,189 | $1.0M |
| SHUTTLEWORTH & Co | 0.92% | — | 19,124 | $1.0M |
| Midwest Trust Co | 0.01% | Reduce -8.0% | 19,036 | $1.0M |
| Saiph Capital, LLC | 0.36% | Add +7.2% | 19,020 | $1.0M |
| CIBC Asset Management Inc | 0.00% | Reduce -0.0% | 18,982 | $1.0M |
| Zacks Investment Management | 0.01% | Add +8.7% | 18,791 | $996K |
| Eastern Bank | 0.02% | Reduce -48.3% | 18,707 | $992K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -2.7% | 18,697 | $992K |
| American Institute for Advanced Investment Management, LLP | 0.65% | Add +5.8% | 18,578 | $985K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.2% | 18,572 | $985K |
| Equita Financial Network, Inc. | 0.33% | Reduce -5.9% | 18,553 | $984K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -57.2% | 18,390 | $975K |
| FDx Advisors, Inc. | 0.29% | Reduce -3.6% | 18,399 | $975K |
| HRT Financial LP | 0.00% | New | 18,303 | $970K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +35.8% | 18,094 | $960K |
| Kanawha Capital Management LLC | 0.07% | Reduce -3.4% | 18,090 | $959K |
| Rockbridge Investment Management, LCC | 0.09% | Reduce -7.7% | 17,806 | $944K |
| Blalock Williams, LLC | 0.83% | No change | 17,790 | $943K |
| Northeast Financial Group, Inc. | 0.23% | Reduce -1.6% | 17,478 | $927K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -38.9% | 17,433 | $924K |
| White Lighthouse Investment Management Inc. | 0.14% | Reduce -8.0% | 17,320 | $918K |
| AdvisorNet Financial, Inc | 0.05% | Add +1.5% | 17,288 | $917K |
| Bear Mountain Capital, Inc. | 0.31% | Reduce -5.6% | 17,211 | $915K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +148.7% | 17,240 | $914K |
| Roger Wittlin Investment Advisory, LLC | 0.51% | Reduce -0.6% | 17,193 | $912K |
| SWP Financial LLC | 0.46% | Reduce -7.6% | 17,081 | $906K |
| Savvy Advisors, Inc. | 0.04% | Add +11.2% | 16,997 | $901K |
| Grand Wealth Management, LLC | 0.43% | No change | 16,946 | $899K |
| Stonekeep Investments, LLC | 0.57% | No change | 16,853 | $894K |
| Wulff, Hansen & Co. | 0.77% | Reduce -2.1% | 16,835 | $893K |
| Strategy Asset Managers LLC | 0.16% | Add +3.5% | 16,423 | $871K |
| Great Diamond Partners, LLC | 0.17% | Reduce -6.8% | 16,371 | $868K |
| Johnson Bixby & Associates, LLC | 0.11% | Add +240.3% | 16,342 | $867K |
| Mfa Wealth Advisors, LLC | 0.19% | Reduce -66.2% | 16,288 | $864K |
| Alexis Investment Partners, LLC | 0.07% | Reduce -7.5% | 16,050 | $851K |
| Modern Wealth Management, LLC | 0.02% | Add +23.5% | 15,953 | $846K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -14.4% | 15,902 | $843K |
| KDT Advisors, LLC | 1.22% | New | 15,725 | $834K |
| Allie Family Office LLC | 0.39% | Add +1.2% | 15,640 | $829K |
| Pension & Wealth Management Advisors, Inc. | 0.26% | Reduce -6.1% | 15,531 | $824K |
| Forum Private Client Group LLC | 0.29% | Add +1.6% | 15,489 | $821K |
| Cardinal Capital Management | 0.11% | No change | 15,340 | $813K |
| Waters Parkerson & Co., LLC | 0.04% | Add +6.6% | 15,320 | $812K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -14.2% | 15,150 | $803K |
| PFG Investments, LLC | 0.04% | Reduce -6.1% | 15,144 | $803K |
| IFG Advisory, LLC | 0.04% | Reduce -10.8% | 15,006 | $796K |
| Mount Lucas Management LP | 0.36% | Add +4.9% | 14,994 | $795K |
| SkyOak Wealth, LLC | 0.15% | Reduce -0.9% | 14,943 | $792K |
| Verdence Capital Advisors LLC | 0.05% | Add +23.3% | 14,862 | $790K |
| Pekin Hardy Strauss, Inc. | 0.08% | No change | 14,790 | $784K |
| First International Bank of Israel Ltd. | 0.44% | Add +16.5% | 14,760 | $783K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +0.9% | 14,731 | $781K |
| Rossmore Private Capital | 0.08% | No change | 14,729 | $781K |
| Fonville Wealth Management LLC | 0.18% | Reduce -0.9% | 14,723 | $781K |
| Western Wealth Management, LLC | 0.04% | New | 14,658 | $777K |
| M&T Bank Corp | 0.00% | Reduce -10.6% | 14,640 | $776K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 14,630 | $776K |
| American Trust | 0.07% | Add +7.7% | 14,599 | $774K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 14,500 | $769K |
| Spire Wealth Management | 0.03% | Reduce -1.9% | 14,334 | $760K |
| Howard Financial Services, LTD. | 0.09% | Add +40.4% | 14,173 | $752K |
| Paladin Wealth, LLC | 0.54% | Reduce -41.7% | 14,140 | $750K |
| Sunburst Financial Group, LLC | 0.16% | No change | 14,057 | $745K |
| Principal Securities, Inc. | 0.01% | Add +12.7% | 14,045 | $745K |
| Grey Fox Wealth Advisors, LLC | 0.15% | Reduce -1.4% | 13,735 | $728K |
| MA Private Wealth | 0.12% | Reduce -23.6% | 13,623 | $722K |
| Lazari Capital Management, Inc. | 0.24% | Reduce -3.4% | 13,579 | $720K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 13,564 | $719K |
| Phoenix Financial Ltd. | 0.01% | Add +1.8% | 13,378 | $709K |
| Two Sigma Securities, LLC | 0.10% | Reduce -35.1% | 13,348 | $708K |
| Acorn Wealth Advisors, LLC | 0.22% | Add +5.4% | 13,337 | $707K |
| BankPlus Trust Department | 0.19% | Reduce -4.2% | 13,325 | $707K |
| HB Wealth Management, LLC | 0.00% | Add +22.5% | 13,004 | $690K |
| Wynn Capital, LLC | 0.33% | No change | 12,900 | $684K |
| Wesbanco Bank Inc. | 0.02% | Add +135.0% | 12,854 | $682K |
| Councilor Wealth, LLC | 0.32% | Add +0.4% | 12,826 | $680K |
| ARK & TLK Investments, LLC | 0.21% | Reduce -1.7% | 12,685 | $673K |
| GreatBanc Trust CO | 0.45% | — | 12,480 | $662K |
| Avant Financial Advisors LLC | 0.49% | Add +0.7% | 12,338 | $654K |
| RFG Advisory, LLC | 0.01% | Add +3.9% | 12,240 | $649K |
| Phillips Financial Management, LLC | 0.04% | Reduce -1.9% | 12,235 | $649K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +20.0% | 12,216 | $648K |
| Insigneo Advisory Services, LLC | 0.04% | Add +2.8% | 11,977 | $635K |
| Curtis Advisory Group, LLC | 0.14% | Add +0.8% | 11,946 | $633K |
| Fiduciary Alliance LLC | 0.04% | Reduce -5.4% | 11,864 | $629K |
| Cardiff Park Advisors, LLC | 0.05% | Add +6.3% | 11,698 | $620K |
| Colton Groome Financial Advisors, LLC | 0.19% | Reduce -5.1% | 11,675 | $619K |
| LYNX Capital Group Ltd. | 0.28% | Reduce -3.6% | 11,575 | $614K |
| Peak Planning Group, LLC | 0.31% | New | 11,355 | $602K |
| Rock Creek Group LLC | 0.06% | No change | 11,347 | $602K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 11,343 | $602K |
| Winebrenner Capital Management LLC | 0.43% | Add +0.9% | 11,342 | $601K |
| Peloton Wealth Strategists | 0.24% | Reduce -0.8% | 11,283 | $598K |
| Lewis Asset Management, LLC | 0.24% | Reduce -3.3% | 11,089 | $588K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | No change | 11,075 | $587K |
| Vectors Research Management, LLC | 0.18% | Reduce -17.0% | 11,038 | $585K |
| Genesis Wealth Advisors, LLC | 0.41% | Reduce -0.3% | 10,979 | $582K |
| NewEdge Wealth, LLC | 0.01% | New | 11,012 | $581K |
| Wingate Wealth Advisors, Inc. | 0.40% | Add +2.6% | 10,786 | $572K |
| Brighton Jones LLC | 0.01% | Add +0.9% | 10,706 | $568K |
| Dodds Wealth, LLC | 0.14% | Add +0.0% | 10,594 | $562K |
| Wealth Advisory Solutions, LLC | 0.13% | Add +0.6% | 10,450 | $554K |
| Creekmur Asset Management LLC | 0.09% | Reduce -1.1% | 10,444 | $554K |
| American Financial Advisors, LLC | 0.07% | Reduce -17.1% | 10,443 | $554K |
| Level Four Advisory Services, LLC | 0.02% | Add +3.7% | 10,257 | $544K |
| Essex Financial Services, Inc. | 0.03% | No change | 10,152 | $538K |
| First Manhattan Co. Llc. | 0.00% | Add +19.8% | 10,062 | $534K |
| Cascade Wealth Advisors, Inc | 0.26% | No change | 10,000 | $529K |
| Cibc World Market Inc. | 0.00% | Add +30.0% | 9,933 | $527K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,916 | $526K |
| Charles Schwab Trust Co | 0.04% | New | 9,914 | $526K |
| Howard Bailey Securities, LLC | 0.15% | Add +9.5% | 9,707 | $515K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.9% | 9,687 | $514K |
| Lanark Financial, Inc. | 0.04% | Reduce -3.4% | 9,591 | $509K |
| AllSquare Wealth Management LLC | 0.27% | No change | 9,568 | $507K |
| Caprock Group, LLC | 0.01% | — | 9,556 | $506K |
| Marathon Strategic Advisors, LLC | 0.40% | Add +16.7% | 9,491 | $503K |
| Boston Family Office LLC | 0.03% | No change | 9,450 | $501K |
| Sachetta, LLC | 0.18% | No change | 9,200 | $488K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.3% | 9,173 | $486K |
| 1492 Capital Management LLC | 0.20% | No change | 9,148 | $485K |
| Asset Allocation & Management Company, LLC | 0.21% | No change | 9,139 | $485K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +123.0% | 9,091 | $482K |
| Cherry Tree Wealth Management, LLC | 0.10% | Reduce -3.2% | 9,001 | $477K |
| Vision Financial Markets LLC | 0.41% | No change | 9,000 | $477K |
| National Philanthropic Trust | 0.01% | Reduce -60.8% | 8,961 | $475K |
| Cresset Asset Management, LLC | 0.00% | No change | 8,932 | $474K |
| WealthBridge Capital Management, LLC | 0.11% | Add +5.3% | 8,886 | $471K |
| Clarendon Private LLC | 0.43% | Reduce -0.1% | 8,884 | $471K |
| TAGStone Capital, Inc. | 0.18% | Reduce -18.1% | 8,778 | $466K |
| Maridea Wealth Management LLC | 0.07% | Add +69.2% | 8,711 | $463K |
| D.B. Root & Company, LLC | 0.12% | Add +9.6% | 8,705 | $462K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -18.1% | 8,650 | $459K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -4.5% | 8,593 | $456K |
| Brucke Financial, Inc. | 0.26% | Reduce -1.3% | 8,517 | $451K |
| Successful Portfolios LLC | 0.26% | No change | 8,486 | $450K |
| Daymark Wealth Partners, LLC | 0.02% | Add +1.1% | 8,424 | $447K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,404 | $446K |
| Legacy Bridge, LLC | 0.18% | Reduce -3.2% | 8,382 | $444K |
| Ameriflex Group, Inc. | 0.17% | Add +373.5% | 8,352 | $443K |
| Rockwood Wealth Management, LLC | 0.04% | Reduce -0.6% | 8,329 | $442K |
| CFM Wealth Partners LLC | 0.06% | Add +17.6% | 8,285 | $439K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +0.2% | 8,211 | $435K |
| Boyd Watterson Asset Management LLC | 0.13% | Reduce -7.5% | 8,204 | $435K |
| Voya Financial Advisors, Inc. | 0.04% | Add +11.3% | 8,151 | $432K |
| Patton Albertson Miller Group, LLC | 0.05% | New | 8,125 | $431K |
| Verum Partners LLC | 0.09% | Add +1.1% | 8,088 | $429K |
| Ceeto Capital Group, LLC | 0.12% | No change | 8,000 | $424K |
| Arete Wealth Advisors, LLC | 0.03% | Add +2.0% | 7,963 | $422K |
| Garrison Point Advisors, LLC | 0.18% | No change | 7,920 | $420K |
| Elyxium Wealth, LLC | 0.15% | No change | 7,914 | $420K |
| Capital Advisors Wealth Management, LLC | 0.06% | Reduce -10.4% | 7,853 | $416K |
| Strategic Financial Concepts, LLC | 0.06% | Reduce -2.3% | 7,816 | $414K |
| First United Bank & Trust | 0.13% | Add +1.1% | 7,804 | $414K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.0% | 7,773 | $412K |
| First Horizon Corp. | 0.02% | — | 7,755 | $411K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.0% | 7,712 | $409K |
| KPP Advisory Services LLC | 0.06% | Reduce -3.2% | 7,692 | $408K |
| Invst, LLC | 0.05% | Add +21.6% | 7,673 | $407K |
| RMR Wealth Builders | 0.03% | Reduce -54.9% | 7,651 | $406K |
| Hohimer Wealth Management, LLC | 0.06% | Reduce -20.8% | 7,597 | $403K |
| Strategic Blueprint, LLC | 0.02% | New | 7,571 | $401K |
| Ancora Advisors LLC | 0.01% | Reduce -0.5% | 7,536 | $400K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +27.1% | 7,478 | $397K |
| RFG - Bristol Wealth Advisors, LLC | 0.11% | Reduce -94.1% | 7,426 | $394K |
| Compton Financial Group, LLC | 0.09% | Reduce -0.8% | 7,422 | $394K |
| CGN Advisors LLC | 0.03% | No change | 7,407 | $393K |
| Prelude Capital Management, LLC | 0.03% | New | 7,370 | $391K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +82.5% | 7,356 | $390K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -10.8% | 7,325 | $388K |
| TCFG Wealth Management, LLC | 0.15% | New | 7,316 | $388K |
| Panoramic Capital Partners, LLC | 0.25% | No change | 7,295 | $387K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 7,244 | $384K |
| Evolution Wealth Management Inc. | 0.39% | New | 7,240 | $384K |
| Two West Capital Advisors LLC | 0.23% | Add +0.9% | 7,191 | $382K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.4% | 7,153 | $379K |
| Janney Capital Management LLC | 0.02% | Reduce -6.5% | 7,136 | $378K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,125 | $377K |
| Patten Group, Inc. | 0.07% | Reduce -8.0% | 7,066 | $375K |
| McAdam, LLC | 0.02% | Add +16.9% | 7,059 | $374K |
| Commerce Bank | 0.00% | Reduce -8.2% | 7,046 | $374K |
| Choate Investment Advisors | 0.01% | No change | 7,015 | $372K |
| Winthrop Advisory Group LLC | 0.03% | Add +0.6% | 6,992 | $371K |
| Truefg, LLC | 0.10% | Reduce -6.7% | 6,968 | $369K |
| TFB Advisors LLC | 0.11% | Reduce -13.5% | 6,955 | $369K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +22.1% | 6,910 | $366K |
| Brookwood Investment Group LLC | 0.05% | New | 6,888 | $365K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.5% | 6,854 | $363K |
| Value Partners Investments Inc. | 0.03% | No change | 6,833 | $362K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -8.6% | 6,822 | $362K |
| GEN Financial Management, INC. | 0.31% | Reduce -2.9% | 6,751 | $358K |
| Aspiriant, LLC | 0.01% | Reduce -14.9% | 6,604 | $350K |
| Seascape Capital Management | 0.10% | No change | 6,600 | $350K |
| Seelaus Asset Management LLC | 0.28% | No change | 6,551 | $347K |
| Wedbush Securities Inc. | 0.01% | Add +12.4% | 6,540 | $347K |
| Ninety One UK Ltd | 0.00% | No change | 6,520 | $346K |
| ONE Advisory Partners, LLC | 0.11% | New | 6,511 | $345K |
| St Germain D J Co. Inc. | 0.01% | Reduce -1.1% | 6,461 | $343K |
| SteelPeak Wealth, LLC | 0.01% | Add +66.9% | 6,459 | $343K |
| Obermeyer Wealth Partners | 0.02% | Add +2.7% | 6,430 | $341K |
| BTG Pactual Asset Management US LLC | 0.04% | No change | 6,407 | $338K |
| West Wealth Group, LLC | 0.08% | Add +18.2% | 6,345 | $337K |
| Woodward Diversified Capital, LLC | 0.16% | Reduce -0.2% | 6,330 | $336K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -17.4% | 6,322 | $335K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +58.7% | 6,296 | $334K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 6,216 | $330K |
| Dana Investment Advisors, Inc. | 0.01% | Add +5.9% | 6,195 | $329K |
| Keystone Financial Group, Inc. | 0.18% | Reduce -5.3% | 6,189 | $328K |
| West Michigan Advisors, LLC | 0.08% | Add +2.7% | 6,186 | $328K |
| Acropolis Investment Management, LLC | 0.02% | Add +9.6% | 6,203 | $327K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -77.0% | 6,166 | $327K |
| Destiny Capital Corp | 0.18% | New | 6,157 | $327K |
| IHT Wealth Management, LLC | 0.01% | Reduce -32.6% | 6,114 | $324K |
| PKS Advisory Services, LLC | 0.08% | Add +5.0% | 6,109 | $324K |
| Quantinno Capital Management LP | 0.00% | New | 6,107 | $324K |
| Atlantic Edge Private Wealth Management, LLC | 0.08% | No change | 6,100 | $323K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 6,070 | $322K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -5.7% | 5,964 | $316K |
| Cypress Capital Group | 0.04% | Reduce -12.5% | 5,905 | $313K |
| 4J Wealth Management LLC | 0.18% | Reduce -1.1% | 5,889 | $312K |
| Hoxton Planning & Management, LLC | 0.10% | No change | 5,815 | $308K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -7.9% | 5,799 | $308K |
| Ieq Capital, LLC | 0.00% | No change | 5,780 | $307K |
| Rialto Wealth Management, LLC | 0.08% | Reduce -26.7% | 5,776 | $306K |
| Parkside Financial Bank & Trust | 0.02% | No change | 5,706 | $303K |
| Intergy Private Wealth, LLC | 0.09% | Add +1.1% | 5,622 | $298K |
| Cheviot Value Management, LLC | 0.03% | Add +53.4% | 5,603 | $298K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -13.1% | 5,613 | $298K |
| Sovran Advisors, LLC | 0.03% | Reduce -76.6% | 5,588 | $296K |
| Panoramic Investment Advisors, LLC | 0.17% | Reduce -17.2% | 5,585 | $296K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Reduce -2.2% | 5,567 | $295K |
| Townsend & Associates, Inc | 0.03% | No change | 5,552 | $295K |
| Integrated Investment Consultants, LLC | 0.05% | No change | 5,554 | $295K |
| CENTRAL TRUST Co | 0.01% | Reduce -2.2% | 5,486 | $291K |
| waypoint wealth counsel | 0.11% | Reduce -21.6% | 5,485 | $291K |
| Goldstone Financial Group, LLC | 0.03% | New | 5,480 | $291K |
| TD Capital Management LLC | 0.03% | No change | 5,450 | $289K |
| Capital Analysts, LLC | 0.01% | Add +1.6% | 5,409 | $287K |
| Mattson Financial Services, LLC | 0.07% | Reduce -55.6% | 5,408 | $287K |
| Red Door Wealth Management, LLC | 0.03% | New | 5,373 | $285K |
| Abacus Planning Group, Inc. | 0.04% | New | 5,360 | $284K |
| Orleans Capital Management Corp. | 0.18% | Reduce -30.0% | 5,360 | $284K |
| Americana Partners, LLC | 0.01% | No change | 5,355 | $284K |
| Evanson Asset Management, LLC | 0.02% | Add +1.0% | 5,353 | $284K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +1.9% | 5,331 | $283K |
| Webster Bank, N. A. | 0.03% | No change | 5,329 | $283K |
| Independent Solutions Wealth Management, LLC | 0.05% | Reduce -0.9% | 5,262 | $279K |
| Concord Wealth Partners | 0.04% | Reduce -1.7% | 5,260 | $279K |
| Ignite Planners, LLC | 0.05% | No change | 5,251 | $278K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -7.1% | 5,250 | $278K |
| Cornerstone Advisors Asset Management, LLC | 0.05% | New | 5,233 | $278K |
| C2C Wealth Management, LLC | 0.24% | No change | 5,202 | $276K |
| BlueChip Wealth Advisors LLC | 0.12% | Reduce -45.5% | 5,170 | $274K |
| Centurion Wealth Management LLC | 0.06% | No change | 5,148 | $273K |
| Fortis Capital Advisors, LLC | 0.04% | New | 5,147 | $273K |
| Premier Path Wealth Partners, LLC | 0.04% | Add +10.4% | 5,143 | $273K |
| Grove Bank & Trust | 0.03% | No change | 5,137 | $272K |
| Plimoth Trust Co. LLC | 0.06% | No change | 5,127 | $272K |
| Disciplined Investments, LLC | 0.11% | Reduce -9.1% | 5,120 | $272K |
| eCIO, Inc. | 0.10% | Add +15.0% | 5,064 | $269K |
| Gilbert & Cook, Inc. | 0.03% | Reduce -35.6% | 5,036 | $267K |
| Insight Wealth Partners, LLC | 0.12% | Add +0.2% | 5,022 | $266K |
| Independent Advisor Alliance | 0.01% | Add +11.1% | 5,012 | $266K |
| Black Maple Capital Management LP | 0.19% | No change | 5,000 | $265K |
| Florida Trust Wealth Management Co | 0.01% | No change | 5,000 | $265K |
| Davidson Investment Advisors | 0.01% | Add +0.2% | 4,975 | $264K |
| Richardson Capital Management LLC | 0.12% | New | 4,902 | $260K |
| Wbi Investments, LLC | 0.07% | Reduce -0.1% | 4,855 | $257K |
| Visionary Horizons, LLC | 0.14% | Add +3.7% | 4,854 | $257K |
| Vermillion & White Wealth Management Group, LLC | 0.15% | Reduce -16.3% | 4,852 | $257K |
| Clearstead Trust, LLC | 0.04% | No change | 4,850 | $257K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +18.0% | 4,846 | $257K |
| MBL Wealth, LLC | 0.02% | No change | 4,720 | $250K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -7.8% | 4,718 | $250K |
| Valmark Advisers, Inc. | 0.00% | Reduce -6.7% | 4,694 | $249K |
| Cerro Pacific Wealth Advisors LLC | 0.07% | New | 4,688 | $249K |
| Premier Financial Group | 0.07% | New | 4,675 | $248K |
| Accurate Wealth Management, LLC | 0.03% | Add +16.5% | 4,674 | $248K |
| Centaurus Financial, Inc. | 0.01% | Reduce -23.3% | 4,664 | $247K |
| Foundations Investment Advisors, LLC | 0.00% | Add +4.8% | 4,642 | $246K |
| Park Place Capital Corp | 0.05% | No change | 4,634 | $246K |
| Seamount Financial Group Inc. | 0.12% | Add +5.7% | 4,611 | $245K |
| Clear Creek Financial Management, LLC | 0.02% | New | 4,544 | $241K |
| Middleton & Co. Inc. | 0.03% | No change | 4,511 | $239K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 4,508 | $239K |
| Trek Financial, LLC | 0.01% | Reduce -19.0% | 4,457 | $236K |
| Tandem Investment Partners LLC | 0.19% | Add +7.3% | 4,425 | $235K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -27.6% | 4,417 | $234K |
| GAMCO Investors | 0.00% | Reduce -40.7% | 4,415 | $234K |
| Advyzon Investment Management, LLC | 0.04% | New | 4,374 | $232K |
| NovaPoint Capital, LLC | 0.06% | New | 4,362 | $231K |
| WBH Advisory Inc. | 0.02% | Add +12.3% | 4,332 | $230K |
| Brown Financial Advisors | 0.08% | Reduce -85.6% | 4,330 | $230K |
| Angeles Wealth Management, LLC | 0.01% | New | 4,263 | $226K |
| Spectrum Planning & Advisory Services Inc. | 0.13% | New | 4,259 | $226K |
| Portland Financial Advisors Inc | 0.47% | No change | 4,190 | $222K |
| Front Row Advisors LLC | 0.07% | Add +55.9% | 4,188 | $222K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Reduce -48.4% | 4,168 | $221K |
| First Affirmative Financial Network | 0.10% | Reduce -0.2% | 4,132 | $219K |
| Heritage Investors Management Corp. | 0.01% | Add +6.2% | 4,126 | $219K |
| Freestone Capital Holdings, LLC | 0.01% | Add +6.2% | 4,123 | $219K |
| SimpliFi, Inc. | 0.09% | Reduce -76.4% | 4,096 | $217K |
| Csenge Advisory Group | 0.01% | New | 4,080 | $216K |
| Client 1ST Advisory Group, LLC | 0.07% | Reduce -62.3% | 4,049 | $215K |
| Navigoe, LLC | 0.14% | Add +2.9% | 4,041 | $214K |
| Foster & Motley Inc. | 0.01% | No change | 4,032 | $214K |
| AA Financial Advisors, LLC | 0.04% | New | 4,013 | $213K |
| PCG Wealth Advisors, LLC | 0.06% | No change | 4,000 | $212K |
| Ipswich Investment Management Co., Inc. | 0.05% | No change | 4,000 | $212K |
| HORAN Wealth, LLC | 0.03% | New | 3,997 | $212K |
| Hemington Wealth Management | 0.03% | Add +0.5% | 3,984 | $211K |
| Allworth Financial LP | 0.00% | Add +8.4% | 3,968 | $210K |
| Martin Capital Advisors, LLP | 0.13% | No change | 3,960 | $210K |
| Proactive Wealth Strategies LLC | 0.09% | Add +0.3% | 3,913 | $208K |
| Precision Wealth Strategies, LLC | 0.07% | Reduce -7.5% | 3,863 | $205K |
| Gryphon Financial Partners LLC | 0.02% | No change | 3,837 | $203K |
| Sunflower Bank, N.A. | 0.05% | No change | 3,830 | $203K |
| Horizon Investment Services, LLC | 0.08% | Reduce -1.0% | 3,810 | $202K |
| Pacific Financial Group Inc. | 0.15% | New | 3,809 | $202K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 3,750 | $199K |
| Financial Perspectives, Inc | 0.05% | Reduce -20.3% | 3,447 | $183K |
| Colonial Trust Advisors | 0.01% | Reduce -4.4% | 3,384 | $179K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -55.4% | 3,351 | $178K |
| Archer Investment Corp | 0.04% | No change | 3,350 | $178K |
| CVA Family Office, LLC | 0.02% | No change | 3,209 | $170K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 3,202 | $170K |
| Crews Bank & Trust | 0.02% | No change | 2,915 | $155K |
| Twin City Private Wealth, LLC | 0.12% | Reduce -12.5% | 2,905 | $154K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -3.4% | 2,862 | $152K |
| Mascoma Wealth Management LLC | 0.03% | Add +0.2% | 2,694 | $143K |
| Gables Capital Management Inc. | 0.06% | No change | 2,634 | $140K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -27.2% | 2,527 | $134K |
| Solstein Capital, LLC | 0.06% | New | 2,472 | $131K |
| Logan Capital Management Inc. | 0.01% | Add +2.3% | 2,396 | $127K |
| EPG Wealth Management LLC | 0.03% | Add +0.0% | 2,334 | $124K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -91.4% | 2,209 | $117K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 2,077 | $110K |
| ORG Partners LLC | 0.02% | Reduce -2.3% | 2,087 | $110K |
| Rice Partnership, LLC | 0.02% | New | 2,067 | $110K |
| Colonial Trust Co / SC | 0.01% | Reduce -2.2% | 2,066 | $110K |
| Main Street Group, LTD | 0.03% | No change | 2,000 | $106K |
| Mather Group, Llc. | 0.00% | New | 1,977 | $105K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 1,974 | $105K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -48.7% | 1,974 | $105K |
| Alpine Bank Wealth Management | 0.01% | No change | 1,831 | $97K |
| High Note Wealth, LLC | 0.02% | Add +2174.7% | 1,706 | $90K |
| NFSG Corp | 0.01% | Reduce -14.8% | 1,700 | $90K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,700 | $90K |
| South Plains Financial, Inc. | 0.05% | No change | 1,660 | $88K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 1,534 | $81K |
| Westfuller Advisors, LLC | 0.04% | New | 1,525 | $81K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 1,505 | $80K |
| Tompkins Financial Corp. | 0.01% | No change | 1,473 | $78K |
| Key Financial Inc | 0.01% | Add +191.5% | 1,338 | $71K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,271 | $68K |
| Security National Bank | 0.01% | No change | 1,245 | $66K |
| Bogart Wealth, LLC | 0.00% | No change | 1,239 | $66K |
| Tidemark, LLC | 0.02% | Add +25.7% | 1,192 | $63K |
| Atlantic Union Bankshares Corp | 0.00% | Add +1.1% | 1,143 | $61K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -5.4% | 1,123 | $60K |
| Abound Wealth Management | 0.01% | Add +1.1% | 1,068 | $57K |
| Founders Capital Management | 0.03% | No change | 1,040 | $55K |
| Highline Wealth Partners LLC | 0.01% | New | 1,007 | $53K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 997 | $53K |
| Family Manage LLC | 0.01% | No change | 986 | $52K |
| Valley Wealth Managers, Inc. | 0.00% | Add +16.1% | 964 | $51K |
| Kelleher Financial Advisors | 0.01% | New | 960 | $51K |
| First PREMIER Bank | 0.01% | Reduce -52.4% | 903 | $48K |
| SBI Securities Co., Ltd. | 0.00% | Add +9.1% | 878 | $47K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 874 | $46K |
| Independence Bank of Kentucky | 0.01% | No change | 864 | $46K |
| Private Trust Co. NA | 0.00% | Reduce -40.4% | 835 | $44K |
| Darwin Wealth Management, LLC | 0.01% | Add +1.2% | 832 | $44K |
| Thompson Investment Management, Inc. | 0.01% | No change | 831 | $44K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 821 | $44K |
| Kennebec Savings Bank | 0.04% | No change | 809 | $43K |
| Barrett & Company, Inc. | 0.01% | No change | 800 | $42K |
| Copia Wealth Management | 0.03% | No change | 743 | $39K |
| Root Financial Partners, LLC | 0.00% | New | 733 | $39K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -31.2% | 713 | $38K |
| Bank of New Hampshire | 0.01% | No change | 690 | $37K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 682 | $36K |
| Aventura Private Wealth, LLC | 0.01% | No change | 649 | $34K |
| McIlrath & Eck, LLC | 0.00% | No change | 604 | $32K |
| Rise Advisors, LLC | 0.01% | Reduce -3.0% | 578 | $31K |
| City Holding Co. | 0.00% | No change | 560 | $30K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 557 | $30K |
| PFS Partners, LLC | 0.01% | New | 513 | $27K |
| Boreal Capital Management LLC | 0.03% | No change | 501 | $27K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 500 | $27K |
| Granite Investment Partners, LLC | 0.00% | No change | 476 | $25K |
| Guerra Advisors Inc | 0.01% | New | 469 | $25K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 461 | $24K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 450 | $24K |
| Coston, McIsaac & Partners | 0.01% | New | 434 | $23K |
| CX Institutional | 0.00% | New | 388 | $21K |
| Community Bank, N.A. | 0.00% | No change | 380 | $20K |
| Asset Dedication, LLC | 0.00% | New | 371 | $20K |
| Sound Income Strategies, LLC | 0.00% | Add +2.8% | 369 | $20K |
| Trust Co. of Toledo NA | 0.00% | No change | 350 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 350 | $19K |
| CKW Financial Group | 0.00% | No change | 333 | $18K |
| Financial Freedom, LLC | 0.01% | Add +0.9% | 338 | $18K |
| JCIC Asset Management Inc. | 0.01% | — | 320 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 315 | $17K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $16K |
| 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% | No change | 282 | $15K |
| Silicon Valley Capital Partners | 0.00% | Reduce -83.4% | 231 | $12K |
| FWL Investment Management, LLC | 0.00% | No change | 230 | $12K |
| Noble Wealth Management PBC | 0.01% | — | 220 | $12K |
| WealthShield Partners, LLC | 0.00% | Reduce -63.3% | 216 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -99.4% | 212 | $11K |
| Tsfg, LLC | 0.00% | Reduce -62.8% | 198 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 197 | $10K |
| Park Square Financial Group, LLC | 0.04% | Reduce -6.1% | 170 | $9K |
| Alerus Financial NA | 0.00% | No change | 156 | $8K |
| Register Financial Advisors LLC | 0.00% | Add +1.3% | 156 | $8K |
| Harbor Asset Planning, Inc. | 0.01% | Add +0.7% | 152 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -0.7% | 149 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 145 | $8K |
| Horizon Investments, LLC | 0.00% | Reduce -87.4% | 144 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 140 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 130 | $7K |
| Rossby Financial, LCC | 0.00% | Add +27.1% | 122 | $6K |
| JNBA Financial Advisors | 0.00% | Add +0.9% | 115 | $6K |
| Viewpoint Capital Management LLC | 0.00% | New | 113 | $6K |
| Wealthspire Advisors, LLC | 0.00% | New | 110 | $6K |
| Syntax Research, Inc. | 0.00% | No change | 99 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 80 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -13.1% | 73 | $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 |
| New Millennium Group LLC | 0.00% | No change | 60 | $3K |
| IAG Wealth Partners, LLC | 0.00% | New | 60 | $3K |
| LRI Investments, LLC | 0.00% | No change | 49 | $3K |
| Trust Co. of Vermont | 0.00% | New | 42 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 41 | $2K |
| FSA Wealth Management LLC | 0.00% | Reduce -57.5% | 40 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -51.4% | 36 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 37 | $2K |
| Northwest Capital Management Inc | 0.00% | Reduce -30.2% | 30 | $2K |
| Dogwood Wealth Management LLC | 0.00% | No change | 25 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 22 | $1K |
| Richardson Financial Services Inc. | 0.00% | Reduce -94.6% | 20 | $1K |
| Avion Wealth | 0.00% | New | 22 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 16 | $848 |
| GAMMA Investing LLC | 0.00% | No change | 16 | $848 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 13 | $689 |
| Investors Research Corp | 0.00% | No change | 12 | $636 |
| Bfsg, LLC | 0.00% | No change | 1 | $54 |
| Barclays PLC | 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.