iShares 1-5Y Inv GradeIGSBETF
13F holders, Q4 2025 (December 31)1,017holders +66
77new positions
64sold out
7famous investors
$52.89avg. 13F price*
At the end of Q4 2025, 1,017 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, up 66 from Q3 2025. 77 opened new positions and 64 sold out. The largest holders were Northern Trust Corp. ($1.3B), Matson Money. Inc. ($746.7M) and Ameriprise Financial Inc. ($703.3M). 7 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $169.6M |
| Exits | 64 | $45.7M |
All 13F filers, Q3 2025 → Q4 2025: 21,408,874 shares bought and 20,073,286 shares sold, net +1,335,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,017 holders
| Northern Trust Corp. | 0.17% | Add +2.5% | 24,536,805 | $1.3B |
| Matson Money. Inc. | 23.60% | Add +3.8% | 14,121,474 | $746.7M |
| Ameriprise Financial Inc. | 0.16% | Add +0.3% | 13,197,889 | $703.3M |
| BlackRock, Inc. | 0.01% | Add +1.5% | 11,856,880 | $627.0M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +2.0% | 11,093,818 | $586.6M |
| EP Wealth Advisors, LLC | 2.89% | — | 10,517,099 | $556.1M |
| Goldman Sachs Group Inc. | 0.07% | Add +9.8% | 9,104,943 | $481.5M |
| Morgan Stanley | 0.03% | Add +5.4% | 8,596,267 | $454.6M |
| Bank of America Corp. | 0.03% | Add +6.8% | 7,843,463 | $414.8M |
| Barings LLC | 6.90% | No change | 6,840,027 | $361.7M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -6.6% | 6,011,915 | $317.9M |
| Pure Financial Advisors, LLC | 4.47% | Add +8.9% | 5,635,531 | $298.0M |
| Allstate Corp. | 3.80% | Reduce -23.3% | 5,265,197 | $278.4M |
| UBS Group AG | 0.05% | Add +6.8% | 4,951,894 | $261.9M |
| Captrust Financial Advisors | 0.49% | Add +6.1% | 4,838,714 | $255.9M |
| Raymond James Financial Inc. | 0.06% | Add +14.0% | 3,820,763 | $202.0M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -2.8% | 3,786,736 | $200.2M |
| Wells Fargo & Company | 0.04% | Add +8.4% | 3,651,534 | $193.1M |
| Stifel Financial Corp. | 0.17% | Add +1.8% | 3,486,912 | $184.4M |
| Members Trust Co | 5.28% | Add +1.3% | 3,060,847 | $161.9M |
| LPL Financial LLC | 0.04% | Add +16.6% | 2,988,039 | $158.0M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -2.9% | 2,836,967 | $150.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.8% | 2,779,041 | $147.0M |
| FMR LLC | 0.01% | Reduce -70.4% | 2,385,665 | $126.2M |
| Flputnam Investment Management Co. | 1.79% | Add +7.8% | 2,322,870 | $122.8M |
| Truist Financial Corp. | 0.16% | Add +0.5% | 2,313,003 | $122.3M |
| Sona Asset Management (us) LLC | 7.60% | Add +100.0% | 2,270,000 | $120.0M |
| Focus Partners Wealth | 0.13% | Add +195.6% | 2,120,830 | $112.1M |
| Royal Bank of Canada | 0.02% | Reduce -6.2% | 2,112,028 | $111.7M |
| Composition Wealth, LLC | 1.47% | Add +5.6% | 1,935,670 | $102.4M |
| Point72 Asset Management | 0.16% | Reduce -22.8% | 1,878,500 | $99.3M |
| Haverford Trust Co | 0.87% | Add +4.5% | 1,841,663 | $97.4M |
| Keybank National Association | 0.34% | Add +4.1% | 1,807,194 | $95.6M |
| Busey Bank | 2.51% | Reduce -0.8% | 1,802,175 | $95.3M |
| HighTower Advisors, LLC | 0.10% | Add +3.8% | 1,769,948 | $93.6M |
| Williams Jones Wealth Management, LLC. | 1.04% | Add +10.8% | 1,741,769 | $92.1M |
| MML Investors Services, LLC | 0.21% | Add +11.7% | 1,627,245 | $86.0M |
| Assetmark, Inc. | 0.17% | Add +17.0% | 1,609,927 | $85.1M |
| Parkside Investments, LLC | 10.69% | Add +2.5% | 1,605,056 | $84.9M |
| MAI Capital Management | 0.48% | Add +7.7% | 1,572,299 | $83.1M |
| Destination Wealth Management | 2.08% | Add +3.4% | 1,500,714 | $79.4M |
| O'shaughnessy Asset Management, LLC | 0.41% | Reduce -0.5% | 1,417,157 | $74.9M |
| One Capital Management, LLC | 2.20% | Add +7.4% | 1,375,500 | $72.7M |
| RiverFront Investment Group, LLC | 1.19% | Add +212.1% | 1,368,310 | $72.4M |
| Mariner, LLC | 0.08% | Add +5.1% | 1,311,644 | $69.4M |
| Cetera Investment Advisers | 0.07% | Add +18.2% | 1,292,382 | $68.3M |
| US Bancorp \de | 0.08% | Add +7.7% | 1,250,828 | $66.1M |
| Maryland Capital Advisors Inc. | 22.22% | Add +12.7% | 1,241,553 | $65.7M |
| Dynasty Wealth Management, LLC | 0.63% | Reduce -24.7% | 1,211,139 | $64.0M |
| Quotient Wealth Partners, LLC | 1.69% | Reduce -23.1% | 1,197,667 | $63.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +41.4% | 1,094,500 | $57.9M |
| Klaas Financial Asset Advisors, LLC | 8.12% | Add +7.5% | 1,058,282 | $56.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.99% | Add +5.3% | 1,054,258 | $55.7M |
| Meeder Advisory Services, Inc. | 2.16% | Add +9.6% | 953,003 | $50.4M |
| Greenwood Gearhart LLC | 2.70% | Add +5.5% | 928,984 | $49.1M |
| Dakota Wealth Management | 0.87% | Add +23.9% | 922,476 | $48.8M |
| Arax Advisory Partners | 1.42% | New | 919,529 | $48.6M |
| Zurich Insurance Group Ltd | 0.33% | No change | 894,272 | $47.3M |
| Cerity Partners LLC | 0.07% | Add +252.7% | 882,955 | $46.7M |
| Osaic Holdings, Inc. | 0.07% | Reduce -8.0% | 882,497 | $46.7M |
| Fiduciary Trust Co | 0.51% | Reduce -0.5% | 854,485 | $45.2M |
| Bank of Montreal | 0.02% | Add +2.4% | 845,391 | $44.7M |
| Bangor Savings Bank | 3.58% | Add +6.8% | 841,625 | $44.5M |
| Cutler Investment Counsel LLC | 4.62% | Add +3.5% | 840,439 | $44.4M |
| TD Private Client Wealth LLC | 0.92% | Add +13.6% | 815,286 | $43.1M |
| Janney Montgomery Scott LLC | 0.10% | Add +15.1% | 796,753 | $42.1M |
| Ritholtz Wealth Management | 0.75% | Add +3.1% | 779,683 | $41.2M |
| Clearwater Capital Advisors, LLC | 3.39% | Reduce -33.0% | 769,248 | $40.7M |
| Pathstone Holdings, LLC | 0.16% | Add +2.9% | 763,859 | $40.4M |
| PDS Planning, Inc | 2.58% | Reduce -2.3% | 729,396 | $38.6M |
| 1832 Asset Management L.P. | 0.05% | Add +34.1% | 695,823 | $36.8M |
| Raffa Wealth Management, LLC | 5.64% | Add +1539.8% | 693,470 | $36.7M |
| Palisade Capital Management, LP | 1.21% | Add +53.8% | 686,181 | $36.3M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +6.8% | 673,413 | $35.7M |
| Stockman Wealth Management, Inc. | 4.17% | Add +5.8% | 674,135 | $35.6M |
| Nelson Capital Management, LLC | 4.09% | Add +15.0% | 660,602 | $34.9M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +1.9% | 628,580 | $33.2M |
| Rockefeller Capital Management L.P. | 0.06% | Add +6.5% | 624,271 | $33.0M |
| Schaeffer Financial LLC | 28.15% | Add +49.3% | 610,040 | $32.3M |
| Arkansas Financial Group, Inc. | 4.58% | Reduce -3.8% | 600,168 | $31.7M |
| Stephens Inc. | 0.38% | Reduce -11.0% | 576,009 | $30.5M |
| Legal & General Group Plc | 0.01% | Add +49.9% | 570,062 | $30.1M |
| Monograph Wealth Advisors, LLC | 2.93% | Add +5.3% | 565,044 | $29.9M |
| United Capital Financial Advisors, LLC | 0.18% | Add +5.0% | 564,091 | $29.8M |
| Prime Capital Investment Advisors, LLC | 0.36% | Add +1.9% | 554,652 | $29.3M |
| Leavell Investment Management, Inc. | 1.21% | Add +7.0% | 552,128 | $29.2M |
| Benjamin Edwards Inc. | 0.32% | Add +7.8% | 538,206 | $28.5M |
| Mutual Advisors, LLC | 0.61% | Reduce -6.5% | 536,625 | $28.4M |
| OneDigital Investment Advisors LLC | 0.27% | Reduce -2.8% | 527,737 | $27.9M |
| NewSquare Capital LLC | 2.43% | Reduce -19.9% | 520,506 | $27.5M |
| Chicago Partners Investment Group LLC | 0.68% | Add +5.3% | 518,662 | $27.5M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +5.4% | 518,631 | $27.4M |
| Bartlett & Co. Wealth Management LLC | 0.35% | Reduce -3.3% | 512,016 | $27.1M |
| Lutz Financial Services LLC | 1.75% | Add +1.3% | 486,755 | $25.7M |
| DT Investment Partners, LLC | 2.08% | Reduce -9.1% | 474,974 | $25.1M |
| Arch Capital Group LTD. | 8.49% | No change | 469,378 | $24.8M |
| Fiduciary Group, LLC | 2.01% | Add +9.2% | 452,468 | $23.9M |
| Lazard Asset Management LLC | 0.04% | Reduce -2.9% | 444,921 | $23.5M |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 443,766 | $23.5M |
| Courage Miller Partners, LLC | 6.94% | Add +0.7% | 435,873 | $23.0M |
| Wellington Grp LLC | 7.58% | — | 430,842 | $22.8M |
| Citadel Advisors | 0.02% | New | 430,064 | $22.7M |
| Bar Harbor Wealth Management | 1.25% | Add +5.5% | 409,711 | $21.7M |
| Blue Fin Capital, Inc. | 3.33% | Add +11.7% | 406,530 | $21.5M |
| Jacobson & Schmitt Advisors, LLC | 3.57% | Add +3.1% | 401,077 | $21.2M |
| Prudential Financial Inc. | 0.03% | No change | 395,000 | $20.9M |
| IFP Advisors, Inc | 0.47% | Add +14.3% | 393,262 | $20.8M |
| Baird Financial Group, Inc. | 0.03% | Add +7.9% | 387,525 | $20.5M |
| Stephens Group Asset Management, LLC | 1.34% | Reduce -0.2% | 379,746 | $20.1M |
| JBGlobal.com LLC | 24.97% | Add +1.2% | 375,131 | $19.8M |
| Astoria Strategic Wealth, Inc. | 4.97% | Reduce -3.5% | 373,158 | $19.7M |
| Amtrust Financial Services, Inc. | 6.19% | No change | 367,800 | $19.4M |
| First Citizens Bank & Trust Co. | 0.40% | Add +3.0% | 360,027 | $19.0M |
| Alley Investment Management Company, LLC | 2.22% | Reduce -1.3% | 358,094 | $18.9M |
| Strategic Investment Advisors / MI | 1.64% | Add +525852.9% | 357,648 | $18.9M |
| Kestra Investment Management, LLC | 0.46% | Reduce -71.7% | 355,525 | $18.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -1.1% | 355,087 | $18.8M |
| Atwood & Palmer Inc. | 1.05% | Add +2.4% | 348,920 | $18.5M |
| Presilium Private Wealth, LLC | 3.33% | Add +6.4% | 344,406 | $18.2M |
| Guggenheim Capital LLC | 0.13% | Add +1.6% | 340,080 | $18.0M |
| Strategic Advocates LLC | 4.57% | Add +0.1% | 337,254 | $17.9M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +1.9% | 334,778 | $17.7M |
| Creative Planning | 0.01% | Reduce -1.9% | 324,463 | $17.2M |
| Johns Hopkins University | 1.24% | No change | 321,905 | $17.0M |
| Discipline Wealth Solutions, LLC | 3.14% | Add +12.8% | 320,543 | $17.0M |
| Anchor Capital Advisors LLC | 0.49% | Reduce -1.4% | 320,187 | $16.9M |
| Summit Financial, LLC | 0.24% | Add +8.8% | 308,927 | $16.3M |
| Black Diamond Financial, LLC | 1.70% | Add +10.0% | 304,420 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +10.2% | 300,119 | $15.9M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +3.4% | 300,028 | $15.9M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 300,000 | $15.9M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -35.7% | 294,765 | $15.6M |
| Summit Wealth Partners, LLC | 2.87% | Add +3.7% | 294,103 | $15.6M |
| Parallel Advisors, LLC | 0.28% | Add +3.6% | 286,184 | $15.2M |
| AE Wealth Management LLC | 0.09% | Add +2.9% | 285,436 | $15.1M |
| Alesco Advisors, LLC, An ESL Co | 0.39% | Reduce -6.0% | 283,405 | $15.0M |
| NorthCoast Asset Management LLC | 0.33% | Reduce -84.3% | 281,564 | $14.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 278,770 | $14.7M |
| Kwmg, LLC | 1.27% | Add +6.2% | 278,599 | $14.7M |
| Betterment LLC | 0.03% | Add +17.5% | 277,271 | $14.7M |
| Prosperity Planning, Inc. | 5.39% | Add +7.8% | 275,185 | $14.6M |
| Cary Street Partners Financial LLC | 0.35% | Add +21.3% | 270,316 | $14.3M |
| Caldwell Trust Co | 1.25% | Add +9.1% | 265,759 | $14.1M |
| Cwm, LLC | 0.04% | Add +43.9% | 263,890 | $14.0M |
| Northstar Advisory Group, LLC | 4.93% | Add +31.3% | 262,537 | $13.9M |
| TCTC Holdings, LLC | 0.41% | Reduce -2.0% | 259,034 | $13.7M |
| Bernardo Wealth Planning LLC | 2.60% | Add +3.6% | 257,734 | $13.6M |
| Fortis Capital Management LLC | 1.80% | Add +6.3% | 257,065 | $13.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.5% | 250,416 | $13.2M |
| Gradient Investments LLC | 0.21% | Add +4.3% | 248,605 | $13.1M |
| NBT Bank, N.A. | 0.84% | Reduce -0.5% | 246,578 | $13.1M |
| Hall Capital Management Co. Inc. | 5.04% | Add +12.6% | 247,010 | $13.1M |
| Goelzer Investment Management, Inc. | 0.61% | Reduce -3.3% | 246,984 | $13.1M |
| Vertex Investment Solutions Co., Ltd. | 12.82% | — | 244,300 | $12.9M |
| Charter Oak Capital Management, LLC | 0.98% | Reduce -7.3% | 242,991 | $12.8M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +3.0% | 242,793 | $12.8M |
| Elevate Capital Advisors, LLC | 8.40% | New | 240,081 | $12.7M |
| Secure Asset Management, LLC | 1.99% | Add +4.6% | 239,078 | $12.6M |
| CIBC Private Wealth Group LLC | 0.02% | Add +2.4% | 237,615 | $12.6M |
| Smithfield Trust Co | 0.56% | Add +1.0% | 237,355 | $12.6M |
| ABLE Financial Group, LLC | 2.53% | Add +5.8% | 235,280 | $12.4M |
| Smith Salley Wealth Management | 0.61% | Add +13.4% | 234,437 | $12.4M |
| MTC Wealth Management LLC | 5.79% | Reduce -0.7% | 233,444 | $12.3M |
| Disciplina Capital Management LLC | 1.41% | Add +5.6% | 232,699 | $12.3M |
| Sigma Planning Corp | 0.34% | Add +4.8% | 230,375 | $12.2M |
| Wharton Business Group, LLC | 0.45% | Add +1.0% | 221,580 | $11.7M |
| First American Trust, FSB | 0.80% | Add +30.5% | 219,385 | $11.6M |
| Rothschild Investment LLC | 0.63% | Add +13.5% | 214,980 | $11.4M |
| Galilei Investment Office LLP | 5.36% | Add +8.0% | 214,946 | $11.4M |
| Pinnacle Financial Partners, Inc. | 0.09% | — | 214,075 | $11.3M |
| Avior Wealth Management, LLC | 0.35% | Reduce -0.4% | 213,927 | $11.3M |
| BlueSky Wealth Advisors, LLC | 1.49% | Reduce -0.9% | 213,286 | $11.3M |
| Ameliora Wealth Management Ltd. | 3.39% | Add +74.5% | 210,184 | $11.1M |
| Sandy Cove Advisors, LLC | 3.27% | Add +60.3% | 208,917 | $11.0M |
| Franklin Resources Inc. | 0.00% | Reduce -4.2% | 205,692 | $10.9M |
| Heck Capital Advisors, LLC | 0.81% | Add +9.7% | 205,538 | $10.9M |
| James Investment Research, Inc. | 1.19% | Add +4.3% | 205,328 | $10.9M |
| Hilton Capital Management, LLC | 0.82% | Add +36.7% | 205,124 | $10.8M |
| Wealth Forward, LLC | 6.10% | Add +1.2% | 204,076 | $10.8M |
| Choreo, LLC | 0.14% | Reduce -0.7% | 201,853 | $10.7M |
| Equitable Trust Co. | 0.47% | Add +6.1% | 199,800 | $10.6M |
| Ballentine Capital Advisors, Inc | 4.43% | Add +8.7% | 198,771 | $10.5M |
| D L Carlson Investment Group Inc. | 1.76% | Reduce -42.4% | 197,853 | $10.5M |
| Wealthstar Advisors, LLC | 5.52% | Add +57.0% | 191,725 | $10.1M |
| Bailard, Inc. | 0.22% | Reduce -13.1% | 191,272 | $10.1M |
| Regions Financial Corp. | 0.06% | Add +44.5% | 188,266 | $10.0M |
| Patriot Investment Management Group, Inc. | 0.63% | Reduce -0.4% | 186,418 | $9.9M |
| Compound Planning, Inc. | 0.29% | Add +3.3% | 184,716 | $9.8M |
| Delta Asset Management LLC | 0.84% | Add +4.1% | 184,391 | $9.8M |
| NewEdge Advisors, LLC | 0.04% | Add +14.1% | 184,317 | $9.7M |
| DAVENPORT & Co LLC | 0.05% | Add +16.0% | 182,755 | $9.7M |
| Procyon Advisors, LLC | 0.48% | Reduce -11.1% | 182,563 | $9.7M |
| Larson Financial Group LLC | 0.32% | Reduce -1.4% | 181,287 | $9.6M |
| HRT Financial LP | 0.03% | Add +886.4% | 180,549 | $9.5M |
| Waverly Advisors, LLC | 0.08% | Reduce -2.8% | 180,486 | $9.5M |
| Powers Advisory Group, LLC | 3.56% | Reduce -0.3% | 178,796 | $9.5M |
| Trustmark Bank Trust Department | 0.59% | Add +3.7% | 176,307 | $9.3M |
| Meritage Portfolio Management | 0.61% | Add +2.8% | 174,405 | $9.2M |
| Kelsey Financial, LLC | 7.92% | — | 174,315 | $9.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +48.6% | 173,902 | $9.2M |
| Proffitt & Goodson Inc. | 1.27% | Reduce -0.9% | 171,570 | $9.1M |
| Capitolis Liquid Global Markets LLC | 0.05% | New | 170,700 | $9.0M |
| Scotia Capital Inc. | 0.04% | Add +20.1% | 166,055 | $8.8M |
| PFG Advisors | 0.43% | Reduce -1.9% | 165,753 | $8.8M |
| Artesa Financial Group, LLC | 8.95% | — | 164,491 | $8.7M |
| Dimension Capital Management LLC | 1.22% | Add +0.3% | 164,391 | $8.7M |
| JPL Wealth Management, LLC | 2.08% | Add +5.7% | 161,527 | $8.5M |
| Main Management LLC | 0.61% | Add +6.7% | 160,853 | $8.5M |
| Crestwood Advisors Group, LLC | 0.14% | Reduce -11.1% | 160,109 | $8.5M |
| Oppenheimer & Co. Inc. | 0.12% | Add +4.9% | 157,398 | $8.3M |
| TD Asset Management Inc | 0.01% | Add +0.1% | 157,149 | $8.3M |
| Woodmont Investment Counsel LLC | 0.51% | Reduce -1.9% | 152,756 | $8.1M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +0.1% | 150,972 | $8.0M |
| Global Retirement Partners, LLC | 0.14% | Add +43.3% | 150,664 | $8.0M |
| Fifth Third Bancorp | 0.03% | Reduce -2.3% | 148,607 | $7.9M |
| BCS Private Wealth Management, Inc. | 2.65% | Reduce -12.5% | 146,706 | $7.8M |
| Schroder Investment Management Group | 0.01% | Add +8.5% | 145,225 | $7.7M |
| Aspen Investment Management Inc | 2.31% | Add +11.3% | 144,548 | $7.6M |
| Tidal Investments LLC | 0.03% | New | 144,188 | $7.6M |
| Marmo Financial Group, LLC | 3.57% | Add +1.0% | 142,550 | $7.5M |
| Axxcess Wealth Management, LLC | 0.13% | Add +14.7% | 142,098 | $7.5M |
| Galvin, Gaustad & Stein, LLC | 0.59% | Reduce -3.9% | 141,895 | $7.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +113.2% | 140,185 | $7.4M |
| Semitam Bonam LLC | 6.14% | Add +6.6% | 139,459 | $7.4M |
| SeaBridge Investment Advisors LLC | 1.22% | Reduce -6.0% | 139,341 | $7.4M |
| Mendota Financial Group, LLC | 5.34% | Add +11.8% | 138,833 | $7.3M |
| HSBC Holdings PLC | 0.00% | New | 137,676 | $7.3M |
| Capital Investment Counsel, LLC | 1.00% | Add +7.8% | 135,936 | $7.2M |
| Mittelman Wealth Management | 4.67% | Add +13.8% | 135,894 | $7.2M |
| Clear Retirement Advice LLC | 5.46% | — | 132,830 | $7.0M |
| JHP Wealth Management, LLC | 6.66% | — | 130,042 | $6.9M |
| Burns J W & Co. Inc. | 0.76% | Add +32.7% | 129,168 | $6.8M |
| Eubel Brady & Suttman Asset Management Inc. | 0.83% | Add +1.1% | 129,146 | $6.8M |
| Sanctuary Advisors, LLC | 0.04% | Add +5.3% | 128,639 | $6.8M |
| Hancock Whitney Corp. | 0.12% | Reduce -1.5% | 127,374 | $6.7M |
| Davis R M Inc. | 0.11% | Reduce -5.6% | 125,361 | $6.6M |
| Capital Investment Services of America, Inc. | 0.62% | Reduce -1.4% | 124,431 | $6.6M |
| Confluence Investment Management LLC | 0.10% | Add +2.9% | 123,761 | $6.5M |
| Fairview Capital Investment Management, LLC | 0.33% | Reduce -8.1% | 121,732 | $6.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.85% | Add +7.1% | 119,790 | $6.3M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -16.3% | 118,243 | $6.3M |
| Outlook Wealth Advisors, LLC | 1.40% | Reduce -0.2% | 116,970 | $6.2M |
| Nalls Sherbakoff Group, LLC | 4.46% | Reduce -10.6% | 116,889 | $6.2M |
| Oppenheimer Asset Management Inc. | 0.08% | Reduce -8.8% | 116,612 | $6.2M |
| Croban | 2.94% | Add +68.5% | 115,236 | $6.1M |
| Pinkerton Wealth, LLC | 0.62% | Add +2.7% | 113,790 | $6.0M |
| Investment Partners, LTD. | 2.09% | Add +9.4% | 112,968 | $6.0M |
| Ticino Wealth | 2.18% | — | 111,015 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -10.8% | 110,769 | $5.9M |
| Shore Point Advisors, LLC | 2.42% | Add +1.2% | 112,855 | $5.7M |
| CWA Asset Management Group, LLC | 0.21% | Reduce -6.3% | 108,284 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +30.6% | 107,895 | $5.7M |
| Meridian Wealth Management, LLC | 0.20% | Reduce -28.7% | 106,744 | $5.6M |
| True Freedom Investing, LLC | 0.38% | New | 106,704 | $5.6M |
| Union Bancaire Privee, UBP SA | 0.07% | Add +289.0% | 108,678 | $5.6M |
| Amara Financial, Llc. | 3.90% | Add +17.2% | 106,473 | $5.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -41.1% | 105,000 | $5.6M |
| United Bank | 0.73% | Add +21.3% | 104,305 | $5.5M |
| AmeriServ Wealth Advisors | 3.19% | Reduce -28.4% | 103,884 | $5.5M |
| Blair William & Co. | 0.01% | Add +22.8% | 103,497 | $5.5M |
| Diversified Portfolios, Inc. | 0.45% | No change | 102,680 | $5.4M |
| Providence Capital Advisors, LLC | 0.91% | Add +4.2% | 101,986 | $5.4M |
| KMG Fiduciary Partners, LLC | 0.38% | Add +1.5% | 101,516 | $5.4M |
| Resonant Capital Advisors, LLC | 0.29% | Reduce -6.1% | 100,521 | $5.3M |
| Payden & Rygel | 0.37% | New | 99,406 | $5.3M |
| Roundview Capital LLC | 0.32% | Add +0.9% | 98,539 | $5.2M |
| Grey Ledge Advisors, LLC | 1.15% | Add +16.9% | 96,102 | $5.1M |
| Trinity Legacy Partners, LLC | 1.16% | Add +3.0% | 95,674 | $5.1M |
| CVS HEALTH Corp | 3.69% | New | 94,400 | $5.0M |
| Crescent Grove Advisors, LLC | 0.47% | Reduce -1.4% | 94,239 | $5.0M |
| Deutsche Bank AG | 0.00% | Reduce -37.8% | 93,850 | $5.0M |
| NTV Asset Management LLC | 0.52% | Add +4.2% | 92,689 | $4.9M |
| Martin Capital Partners, LLC | 1.82% | Add +0.0% | 91,634 | $4.8M |
| Regal Investment Advisors LLC | 0.29% | Reduce -6.1% | 90,479 | $4.8M |
| Corient Private Wealth LP | 0.01% | Reduce -8.9% | 90,090 | $4.8M |
| Beacon Financial Group | 0.47% | Reduce -6.5% | 89,688 | $4.7M |
| Lodestar Private Asset Management LLC | 0.47% | Add +10.0% | 88,897 | $4.7M |
| Graybill Wealth Management, LTD. | 1.38% | Add +1.2% | 88,308 | $4.7M |
| Renaissance Technologies | 0.01% | Reduce -86.5% | 88,262 | $4.7M |
| Pines Wealth Management, LLC | 1.51% | Add +6.8% | 88,082 | $4.7M |
| Comerica Bank | 0.02% | Add +9.1% | 86,621 | $4.6M |
| Gradient Capital Advisors, LLC | 1.17% | Add +3.5% | 85,794 | $4.5M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Add +14.4% | 85,406 | $4.5M |
| Oak Family Advisors, LLC | 1.36% | Add +277.0% | 83,800 | $4.4M |
| Bull Street Advisors, LLC | 2.05% | Add +1.2% | 83,515 | $4.4M |
| Ally Invest Advisors Inc. | 0.30% | Add +8.8% | 83,505 | $4.4M |
| Parsons Capital Management Inc. | 0.24% | Add +47.1% | 83,409 | $4.4M |
| Catalyst Capital Advisors LLC | 0.09% | Reduce -11.7% | 82,764 | $4.4M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Add +2.6% | 82,372 | $4.4M |
| Boltwood Capital Management | 1.13% | Add +2.5% | 82,365 | $4.4M |
| Bigelow Investment Advisors, LLC | 1.70% | Add +22.9% | 82,156 | $4.3M |
| SouthState Bank Corp | 0.19% | Reduce -10.6% | 79,248 | $4.2M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -44.5% | 78,684 | $4.2M |
| Founders Grove Wealth Partners, LLC | 0.93% | Add +34.8% | 78,601 | $4.2M |
| Agate Pass Investment Management, LLC | 1.53% | Add +1.5% | 77,901 | $4.1M |
| &partners | 0.02% | Add +48.5% | 77,563 | $4.1M |
| HM Payson & Co. | 0.06% | No change | 76,676 | $4.1M |
| Chesley Taft & Associates LLC | 0.16% | Add +2.4% | 76,569 | $4.0M |
| Smartleaf Asset Management LLC | 0.15% | Add +3350.9% | 76,231 | $4.0M |
| Banco Santander, S.A. | 0.03% | New | 75,966 | $4.0M |
| DMC Group, LLC | 2.65% | Add +2.4% | 75,226 | $4.0M |
| Wealthfront Advisers LLC | 0.01% | Add +4.1% | 74,325 | $3.9M |
| Focus Financial Network, Inc. | 0.14% | Reduce -10.3% | 74,135 | $3.9M |
| Ascent Group, LLC | 0.13% | Reduce -6.4% | 73,796 | $3.9M |
| Juncture Wealth Strategies, LLC | 1.28% | Add +2.7% | 73,415 | $3.9M |
| Seven Mile Advisory | 0.67% | Reduce -28.8% | 72,296 | $3.8M |
| Aventus Investment Advisors, Inc. | 3.07% | Add +1.2% | 71,722 | $3.8M |
| Tableaux LLC | 2.66% | Reduce -42.8% | 68,546 | $3.8M |
| Bokf, NA | 0.06% | No change | 70,369 | $3.7M |
| Investment Advisory Group, LLC | 0.94% | Add +1.1% | 69,175 | $3.7M |
| L. Roy Papp & Associates, LLP | 0.40% | New | 67,605 | $3.6M |
| Apella Capital, LLC | 0.07% | Reduce -2.8% | 67,287 | $3.6M |
| SevenBridge Financial Group, LLC | 0.57% | Reduce -3.9% | 66,724 | $3.5M |
| Eagle Global Advisors LLC | 0.13% | Add +37.7% | 66,430 | $3.5M |
| UMB Bank, n.a. | 0.05% | Reduce -6.7% | 64,981 | $3.4M |
| Park Avenue Securities LLC | 0.03% | Add +1.4% | 64,463 | $3.4M |
| Novem Group | 0.39% | Add +3.2% | 63,598 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | New | 63,578 | $3.4M |
| Western Wealth Management, LLC | 0.15% | Add +329.0% | 62,879 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -67.8% | 62,788 | $3.3M |
| Rathbones Group PLC | 0.01% | Add +3.5% | 62,582 | $3.3M |
| Naples Global Advisors, LLC | 0.25% | Add +38.7% | 62,306 | $3.3M |
| Curbstone Financial Management Corp | 0.63% | Reduce -2.7% | 62,190 | $3.3M |
| Advisory Services Network, LLC | 0.05% | Reduce -5.5% | 62,016 | $3.3M |
| IVC Wealth Advisors LLC | 1.40% | Reduce -0.4% | 61,032 | $3.2M |
| Cornerstone Enterprises, LLC | 1.54% | New | 61,004 | $3.2M |
| Lowe Brockenbrough & Co. Inc. | 0.16% | Reduce -18.3% | 60,866 | $3.2M |
| Independent Financial Group, LLC | 0.07% | Add +12.1% | 60,651 | $3.2M |
| Johnson Bixby & Associates, LLC | 0.40% | Add +269.8% | 60,424 | $3.2M |
| Diversify Wealth Management, LLC | 0.15% | Reduce -57.0% | 59,814 | $3.2M |
| YHB Investment Advisors, Inc. | 0.22% | Add +11.7% | 59,471 | $3.1M |
| Fire Capital Management LLC | 1.57% | Add +10.9% | 59,377 | $3.1M |
| Buska Wealth Management, LLC | 1.16% | Reduce -15.9% | 59,311 | $3.1M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Add +1.5% | 59,195 | $3.1M |
| Welch & Forbes LLC | 0.04% | Add +0.1% | 58,983 | $3.1M |
| Vantage Financial Partners, LLC | 0.62% | Add +8.5% | 58,057 | $3.1M |
| Becker Capital Management Inc. | 0.09% | Add +14.5% | 57,642 | $3.0M |
| New South Capital Management Inc. | 0.14% | No change | 57,225 | $3.0M |
| Princeton Global Asset Management LLC | 0.48% | Add +1.4% | 56,449 | $3.0M |
| Whittier Trust Co. | 0.03% | Reduce -0.7% | 56,353 | $3.0M |
| Factor Wealth Management LTD | 0.64% | Reduce -2.8% | 56,104 | $3.0M |
| One Day In July LLC | 0.24% | Add +0.4% | 55,750 | $2.9M |
| CoreCap Advisors, LLC | 0.10% | Reduce -41.0% | 55,485 | $2.9M |
| Integrated Advisors Network LLC | 0.13% | Reduce -5.5% | 55,340 | $2.9M |
| Steinberganna Wealth Management | 1.36% | Add +13.8% | 54,903 | $2.9M |
| Maseco LLP | 0.13% | New | 54,906 | $2.9M |
| BG Investment Services, LLC | 2.55% | Reduce -5.7% | 54,026 | $2.9M |
| Hudson Portfolio Management LLC | 2.45% | Add +23.8% | 53,876 | $2.8M |
| National Bank of Canada | 0.00% | New | 53,126 | $2.8M |
| Wealth Advisors of Tampa Bay, LLC | 0.96% | Reduce -1.8% | 52,686 | $2.8M |
| Duncker Streett & Co. Inc. | 0.49% | Add +11.3% | 52,391 | $2.8M |
| Cabot Wealth Management Inc. | 0.31% | Add +5.1% | 52,320 | $2.8M |
| Clearstead Advisors, LLC | 0.03% | Reduce -1.8% | 52,137 | $2.8M |
| Gemmer Asset Management LLC | 0.21% | Add +1.3% | 52,035 | $2.8M |
| Enclave Advisors LLC | 0.39% | Add +43.4% | 51,533 | $2.7M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Reduce -16.2% | 51,490 | $2.7M |
| AlphaCore Capital LLC | 0.06% | Reduce -4.8% | 51,489 | $2.7M |
| AlTi Global, Inc. | 0.06% | No change | 51,160 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -4.4% | 50,897 | $2.7M |
| E&G Advisors, LLC | 0.60% | Reduce -0.5% | 50,825 | $2.7M |
| Sax Wealth Advisors, LLC | 0.13% | Reduce -23.6% | 50,722 | $2.7M |
| Aries Wealth Management | 0.58% | Add +0.1% | 49,894 | $2.6M |
| Hilltop Holdings Inc. | 0.16% | Add +28.7% | 49,379 | $2.6M |
| LaFleur & Godfrey LLC | 0.31% | Reduce -8.0% | 48,985 | $2.6M |
| 1620 Investment Advisors, Inc. | 1.71% | Reduce -0.0% | 48,313 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +1.1% | 47,494 | $2.5M |
| Claro Advisors Inc. | 0.34% | New | 47,345 | $2.5M |
| Paces Ferry Wealth Advisors, LLC | 1.02% | New | 47,317 | $2.5M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -6.4% | 46,752 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +46.2% | 45,938 | $2.4M |
| Unified Investment Management | 2.45% | Add +0.3% | 45,801 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.16% | Reduce -0.0% | 45,612 | $2.4M |
| RHS Financial, LLC | 1.18% | Reduce -24.5% | 45,603 | $2.4M |
| Prospera Financial Services Inc | 0.04% | Add +99.4% | 45,211 | $2.4M |
| M Holdings Securities, Inc. | 0.17% | New | 44,509 | $2.4M |
| Sowell Financial Services LLC | 0.09% | Add +14.8% | 44,048 | $2.3M |
| SCS Capital Management LLC | 0.02% | Add +0.0% | 43,905 | $2.3M |
| AMG National Trust Bank | 0.05% | Add +0.6% | 43,776 | $2.3M |
| Maia Wealth LLC | 0.39% | Add +86.0% | 42,977 | $2.3M |
| Ifrah Financial Services, Inc. | 0.58% | Add +3.3% | 42,651 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +14.3% | 42,377 | $2.2M |
| Running Point Capital Advisors, LLC | 0.61% | Reduce -13.7% | 42,255 | $2.2M |
| World Investment Advisors | 0.04% | Add +10.0% | 42,244 | $2.2M |
| United Financial Planning Group LLC | 1.35% | Add +9.7% | 42,168 | $2.2M |
| Sapient Capital LLC | 0.03% | No change | 41,630 | $2.2M |
| CIBC Asset Management Inc | 0.01% | Add +116.0% | 41,002 | $2.2M |
| Vise Technologies, Inc. | 0.04% | Add +2.2% | 40,678 | $2.2M |
| Checchi Capital Advisers, LLC | 0.14% | Reduce -0.6% | 40,328 | $2.1M |
| One Wealth Map LLC | 1.09% | Add +1.2% | 40,341 | $2.1M |
| Winthrop Capital Management, LLC | 0.50% | No change | 40,320 | $2.1M |
| Sweeney & Michel, LLC | 0.63% | Add +7.0% | 40,063 | $2.1M |
| Trajan Wealth LLC | 0.09% | Reduce -3.8% | 39,596 | $2.1M |
| MMBG Investment Advisors Co. | 0.18% | Add +49.7% | 39,562 | $2.1M |
| Mgo One Seven LLC | 0.04% | Add +49.2% | 39,242 | $2.1M |
| Tilia Fiduciary Partners, Inc. | 1.14% | Reduce -8.9% | 38,972 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 38,814 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -2.0% | 38,696 | $2.0M |
| Godsey & Gibb, Inc. | 0.18% | Add +16.6% | 38,696 | $2.0M |
| City National Bank of Florida | 1.32% | Add +4.3% | 38,133 | $2.0M |
| Two Sigma Securities, LLC | 0.27% | Add +180.3% | 37,416 | $2.0M |
| Permanens Capital L.P. | 0.26% | Add +5.9% | 37,203 | $2.0M |
| Advisory Research Inc. | 0.25% | No change | 36,890 | $2.0M |
| MidAtlantic Capital Management, Inc. | 1.25% | Add +6.0% | 36,808 | $1.9M |
| Sage Advisory Services, Ltd.Co. | 1.05% | Reduce -14.3% | 36,616 | $1.9M |
| Steele Capital Management, Inc. | 0.08% | Reduce -3.6% | 36,534 | $1.9M |
| Howard Financial Services, LTD. | 0.23% | Add +157.7% | 36,524 | $1.9M |
| Hollencrest Capital Management | 0.07% | Reduce -6.8% | 36,432 | $1.9M |
| Arkadios Wealth Advisors | 0.04% | Reduce -1.1% | 36,206 | $1.9M |
| AdvisorNet Financial, Inc | 0.10% | Add +106.7% | 35,735 | $1.9M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.9% | 35,691 | $1.9M |
| Wealth Enhancement Trust Services, Inc. | 0.24% | — | 35,680 | $1.9M |
| Sofi Wealth, LLC | 0.09% | Add +0.5% | 35,669 | $1.9M |
| Strategic Financial Services, Inc. | 0.09% | Reduce -0.7% | 35,388 | $1.9M |
| Sovereign Financial Group, Inc. | 0.33% | Reduce -2.6% | 35,039 | $1.9M |
| Transatlantique Private Wealth LLC | 0.58% | Add +4.5% | 35,005 | $1.9M |
| Aprio Wealth Management, LLC | 0.10% | Reduce -8.2% | 33,810 | $1.8M |
| Cooksen Wealth, LLC | 1.32% | Add +4.6% | 34,122 | $1.8M |
| Wilshire Advisors LLC | 15.52% | Add +0.3% | 34,075 | $1.8M |
| Buckhead Capital Management LLC | 0.64% | Add +1.4% | 33,888 | $1.8M |
| Brookstone Capital Management | 0.02% | Add +1.8% | 33,756 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -3.5% | 33,743 | $1.8M |
| Allianz SE | 0.02% | New | 33,144 | $1.8M |
| Solstein Capital, LLC | 0.70% | Add +1240.4% | 33,135 | $1.8M |
| Ridge Creek Global, Inc | 1.46% | — | 32,964 | $1.7M |
| Berger Financial Group, Inc | 0.10% | Add +61.0% | 32,889 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +21.2% | 32,456 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +85.8% | 32,397 | $1.7M |
| Courier Capital LLC | 0.10% | Reduce -32.8% | 32,337 | $1.7M |
| Calamos Wealth Management LLC | 0.06% | Reduce -31.4% | 32,201 | $1.7M |
| Hunter Associates Investment Management LLC | 0.22% | Reduce -22.3% | 31,604 | $1.7M |
| Glen Eagle Advisors, LLC | 0.23% | Reduce -8.8% | 31,637 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.4% | 31,559 | $1.7M |
| First Washington CORP | 0.43% | No change | 31,420 | $1.7M |
| SIMA Wealth Partners, LLC | 1.26% | Reduce -10.9% | 31,369 | $1.7M |
| Sheets Smith Wealth Management | 0.18% | Reduce -6.9% | 31,227 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.14% | Reduce -0.4% | 31,049 | $1.6M |
| Lido Advisors, LLC | 0.01% | Reduce -0.2% | 30,863 | $1.6M |
| Compass Ion Advisors, LLC | 0.15% | Reduce -1.2% | 30,153 | $1.6M |
| A. D. Beadell Investment Counsel, Inc. | 1.03% | Reduce -0.2% | 30,100 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +6.9% | 30,016 | $1.6M |
| Schmidt P J Investment Management Inc. | 0.26% | Reduce -10.1% | 29,772 | $1.6M |
| Leo Wealth, LLC | 0.11% | Add +7.2% | 29,740 | $1.6M |
| White Pine Capital LLC | 0.43% | Add +37.0% | 29,319 | $1.6M |
| Nvwm, LLC | 0.34% | Reduce -39.1% | 29,120 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +6.3% | 29,129 | $1.5M |
| Mattern Capital Management, LLC | 0.18% | Add +9.1% | 28,945 | $1.5M |
| Longview Financial Advisors LLC | 0.83% | Reduce -14.8% | 28,613 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.8% | 28,603 | $1.5M |
| Trivium Point Advisory, LLC | 0.15% | Reduce -0.7% | 28,536 | $1.5M |
| Moneywise, Inc. | 0.63% | New | 28,477 | $1.5M |
| Kovack Advisors, Inc. | 0.07% | Add +9.4% | 28,217 | $1.5M |
| FineMark National Bank & Trust | 0.05% | No change | 28,163 | $1.5M |
| Coordinated Financial Services, Inc. | 0.86% | Add +3.1% | 28,051 | $1.5M |
| Ingalls & Snyder LLC | 0.05% | Reduce -3.7% | 28,041 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -7.8% | 28,014 | $1.5M |
| GWN Securities Inc. | 0.30% | Add +4.9% | 27,962 | $1.5M |
| Nordwand Advisors, LLC | 0.26% | Add +0.9% | 27,821 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -1.8% | 27,809 | $1.5M |
| SlateStone Wealth, LLC | 0.12% | Add +24.2% | 27,195 | $1.4M |
| Quaker Capital Investments, LLC | 0.37% | Reduce -10.0% | 27,000 | $1.4M |
| Ballentine Partners, LLC | 0.02% | No change | 26,720 | $1.4M |
| Weaver Consulting Group | 0.34% | Reduce -2.1% | 26,615 | $1.4M |
| Israel Discount Bank of New York | 3.83% | Reduce -30.1% | 26,605 | $1.4M |
| Diversify Advisory Services, LLC | 0.04% | Reduce -37.5% | 25,698 | $1.4M |
| Edgestream Partners, L.P. | 0.04% | Reduce -52.4% | 25,629 | $1.4M |
| F/m Investments LLC | 0.05% | Add +10.9% | 25,575 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +257.1% | 25,445 | $1.3M |
| Autumn Glory Partners, LLC | 0.47% | No change | 25,447 | $1.3M |
| Woodside Wealth Management LLC | 1.00% | Add +1.6% | 25,433 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -3.2% | 25,408 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +161.1% | 25,296 | $1.3M |
| Cumberland Partners Ltd | 0.08% | Reduce -8.9% | 25,232 | $1.3M |
| Forte Asset Management LLC | 0.60% | Reduce -6.4% | 25,192 | $1.3M |
| Sage Financial Group Inc. | 0.09% | Add +3.1% | 25,187 | $1.3M |
| Y.D. More Investments Ltd | 0.06% | No change | 25,130 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +20.7% | 24,851 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -8.0% | 24,827 | $1.3M |
| SHUTTLEWORTH & Co | 1.20% | Add +29.4% | 24,755 | $1.3M |
| Plancorp, LLC | 0.04% | Add +1.3% | 24,347 | $1.3M |
| Pacific Point Advisors, LLC | 0.69% | No change | 24,231 | $1.3M |
| Bingham Private Wealth, LLC | 1.10% | — | 24,018 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | No change | 23,860 | $1.3M |
| Peregrine Asset Advisers, Inc. | 0.35% | Reduce -0.5% | 23,723 | $1.3M |
| Strive Financial Group ,LLC | 0.66% | — | 23,570 | $1.2M |
| American National Bank of Texas | 1.19% | Add +12.1% | 23,480 | $1.2M |
| Flagstar Securities, Inc. | 0.42% | Add +1.0% | 23,480 | $1.2M |
| PW Nova Financial Services LLC | 0.47% | — | 23,261 | $1.2M |
| Westview Management dba Westview Investment Advisors | 0.58% | — | 23,201 | $1.2M |
| GTS Securities LLC | 0.04% | Reduce -75.7% | 23,120 | $1.2M |
| Advisor OS, LLC | 0.10% | Add +0.6% | 22,963 | $1.2M |
| Signet Financial Management, LLC | 0.13% | Reduce -3.8% | 22,825 | $1.2M |
| TritonPoint Partners, LLC | 0.64% | — | 22,738 | $1.2M |
| Peoples Bank | 0.75% | Reduce -3.7% | 22,719 | $1.2M |
| Exchange Bank | 0.81% | No change | 22,163 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +3.0% | 22,146 | $1.2M |
| McCartney Wealth Management LLC | 1.01% | — | 22,079 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -5.7% | 22,000 | $1.2M |
| Nwam LLC | 0.06% | Add +5.2% | 21,937 | $1.2M |
| Eastern Bank | 0.02% | Add +16.4% | 21,778 | $1.2M |
| Spire Wealth Management | 0.04% | Add +51.9% | 21,777 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +3.6% | 21,724 | $1.1M |
| New World Advisors LLC | 0.20% | Reduce -36.6% | 21,660 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.08% | No change | 21,345 | $1.1M |
| Peak Planning Group, LLC | 0.31% | Add +86.0% | 21,124 | $1.1M |
| Capital Insight Partners, LLC | 0.23% | Reduce -2.9% | 20,635 | $1.1M |
| Traub Capital Management LLC | 1.05% | Reduce -3.0% | 20,595 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +3.3% | 20,533 | $1.1M |
| Bear Mountain Capital, Inc. | 0.35% | Add +17.6% | 20,236 | $1.1M |
| JGP Wealth Management, LLC | 0.11% | Reduce -7.6% | 20,004 | $1.1M |
| Red Cedar Investment Management, LLC | 0.11% | No change | 19,907 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -30.4% | 19,652 | $1.0M |
| Koshinski Asset Management, Inc. | 0.07% | Add +4.4% | 19,515 | $1.0M |
| Cogent Private Wealth, Inc. | 0.78% | — | 19,419 | $1.0M |
| DecisionMap Wealth Management, LLC | 0.63% | Reduce -18.4% | 19,251 | $1.0M |
| Saiph Capital, LLC | 0.36% | Add +1.0% | 19,211 | $1.0M |
| Engineers Gate Manager LP | 0.01% | New | 19,197 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | No change | 19,189 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | Add +2.4% | 19,012 | $1.0M |
| Burke & Herbert Bank & Trust Co. | 0.28% | Reduce -56.6% | 18,874 | $998K |
| Midwest Trust Co | 0.01% | Reduce -1.0% | 18,854 | $997K |
| PW Advisors, LLC \ FL | 0.80% | — | 18,834 | $996K |
| Keel Point, LLC | 0.06% | Reduce -14.1% | 18,749 | $991K |
| Zacks Investment Management | 0.01% | Reduce -0.4% | 18,716 | $990K |
| XY Planning Network, Inc. | 0.17% | Reduce -24.5% | 18,711 | $989K |
| American Institute for Advanced Investment Management, LLP | 0.63% | No change | 18,578 | $982K |
| FDx Advisors, Inc. | 0.49% | Reduce -0.4% | 18,326 | $969K |
| Blalock Williams, LLC | 0.77% | Add +2.5% | 18,244 | $965K |
| Kanawha Capital Management LLC | 0.07% | No change | 18,090 | $957K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -2.5% | 17,934 | $948K |
| SWP Financial LLC | 0.47% | Add +4.0% | 17,770 | $940K |
| White Lighthouse Investment Management Inc. | 0.13% | Add +1.6% | 17,590 | $930K |
| Savvy Advisors, Inc. | 0.03% | Add +3.1% | 17,518 | $926K |
| Rockbridge Investment Management, LCC | 0.09% | Reduce -2.3% | 17,398 | $920K |
| Strategy Asset Managers LLC | 0.15% | Add +4.8% | 17,203 | $910K |
| Equita Financial Network, Inc. | 0.27% | Reduce -7.4% | 17,175 | $908K |
| PFG Investments, LLC | 0.04% | Add +12.8% | 17,076 | $903K |
| Palladiem, LLC | 0.85% | — | 17,055 | $902K |
| Grand Wealth Management, LLC | 0.41% | Reduce -0.0% | 16,944 | $896K |
| Northeast Financial Group, Inc. | 0.22% | Reduce -3.1% | 16,942 | $896K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -38.3% | 16,939 | $896K |
| Stonekeep Investments, LLC | 0.57% | No change | 16,853 | $891K |
| GC Wealth Management RIA, LLC | 0.03% | Add +10.5% | 16,736 | $885K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Reduce -32.9% | 16,677 | $882K |
| Powerhouse Assets LLC | 0.77% | — | 16,655 | $881K |
| Transcend Capital Advisors, LLC | 0.07% | Add +91.8% | 16,591 | $877K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -5.0% | 16,383 | $866K |
| Unify Financial Advisors | 0.89% | — | 16,165 | $855K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +9.5% | 77,257 | $853K |
| Geneos Wealth Management Inc. | 0.02% | Add +1.3% | 16,115 | $852K |
| Union Savings Bank | 0.37% | — | 16,032 | $848K |
| FIL Ltd | 0.00% | New | 15,950 | $843K |
| Great Diamond Partners, LLC | 0.16% | Reduce -3.5% | 15,800 | $836K |
| Wulff, Hansen & Co. | 0.70% | Reduce -6.2% | 15,795 | $835K |
| KDT Advisors, LLC | 1.17% | No change | 15,725 | $832K |
| Allie Family Office LLC | 0.39% | No change | 15,640 | $827K |
| Mount Lucas Management LP | 0.37% | Add +4.1% | 15,613 | $826K |
| First International Bank of Israel Ltd. | 0.39% | Add +5.0% | 15,497 | $819K |
| EJMK Ventures LLC | 0.50% | — | 15,492 | $819K |
| Waters Parkerson & Co., LLC | 0.04% | Reduce -0.1% | 15,310 | $810K |
| IFG Advisory, LLC | 0.03% | Add +0.9% | 15,149 | $801K |
| Modern Wealth Management, LLC | 0.01% | Reduce -5.3% | 15,115 | $799K |
| Phoenix Financial Ltd. | 0.01% | Add +12.1% | 14,998 | $793K |
| Pekin Hardy Strauss, Inc. | 0.07% | No change | 14,790 | $782K |
| Cardinal Capital Management | 0.10% | Reduce -3.7% | 14,770 | $781K |
| SkyOak Wealth, LLC | 0.14% | Reduce -1.4% | 14,735 | $779K |
| Rossmore Private Capital | 0.07% | Add +0.0% | 14,735 | $779K |
| Fonville Wealth Management LLC | 0.16% | Reduce -0.2% | 14,700 | $777K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 14,630 | $774K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -0.9% | 14,592 | $772K |
| Mfa Wealth Advisors, LLC | 0.16% | Reduce -10.6% | 14,569 | $770K |
| Principal Securities, Inc. | 0.01% | Add +2.9% | 14,456 | $764K |
| Alongside, LLC | 0.25% | — | 14,228 | $752K |
| Calton & Associates, Inc. | 0.11% | New | 14,193 | $751K |
| Sunburst Financial Group, LLC | 0.15% | No change | 14,057 | $743K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +3.5% | 14,036 | $742K |
| Forum Private Client Group LLC | 0.25% | Reduce -9.6% | 14,004 | $741K |
| Alexis Investment Partners, LLC | 0.28% | Reduce -12.8% | 14,000 | $740K |
| Spectrum Planning & Advisory Services Inc. | 0.38% | Add +226.3% | 13,896 | $735K |
| Paladin Wealth, LLC | 0.50% | Reduce -2.2% | 13,832 | $731K |
| Lazari Capital Management, Inc. | 0.24% | No change | 13,579 | $718K |
| Boston Family Office LLC | 0.05% | Add +42.6% | 13,478 | $713K |
| Financial Life Advisors | 0.22% | Reduce -39.5% | 13,410 | $709K |
| Cloud Capital Management, LLC | 0.33% | New | 13,402 | $708K |
| Councilor Wealth, LLC | 0.33% | Add +3.6% | 13,287 | $703K |
| Stewardship Concepts Financial Services LLC | 0.59% | — | 13,211 | $699K |
| RFG Advisory, LLC | 0.01% | Add +7.5% | 13,155 | $696K |
| HB Wealth Management, LLC | 0.00% | No change | 13,004 | $688K |
| Acorn Wealth Advisors, LLC | 0.20% | Reduce -2.8% | 12,962 | $685K |
| Wynn Capital, LLC | 0.33% | No change | 12,900 | $682K |
| Fiduciary Alliance LLC | 0.04% | Add +8.2% | 12,840 | $679K |
| ARK & TLK Investments, LLC | 0.18% | No change | 12,685 | $671K |
| GreatBanc Trust CO | 0.47% | No change | 12,480 | $660K |
| Avant Financial Advisors LLC | 0.47% | Add +0.2% | 12,361 | $654K |
| Good Harbor Advisors, Inc. | 0.76% | — | 12,322 | $652K |
| BankPlus Trust Department | 0.17% | Reduce -7.5% | 12,322 | $652K |
| Maridea Wealth Management LLC | 0.10% | Add +41.4% | 12,320 | $651K |
| Curtis Advisory Group, LLC | 0.14% | Add +2.5% | 12,241 | $647K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +0.1% | 12,225 | $646K |
| Phillips Financial Management, LLC | 0.04% | Reduce -0.8% | 12,133 | $642K |
| Harbour Investments, Inc. | 0.01% | Add +32.2% | 12,130 | $641K |
| Alpha Financial Partners LLC | 0.39% | Reduce -56.0% | 11,958 | $632K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -19.7% | 11,933 | $631K |
| Peloton Wealth Strategists | 0.25% | Add +5.2% | 11,872 | $628K |
| Wesbanco Bank Inc. | 0.02% | Reduce -7.8% | 11,845 | $626K |
| Strategic Blueprint, LLC | 0.04% | Add +56.1% | 11,819 | $625K |
| Millennium Management | 0.00% | New | 11,766 | $622K |
| LVW Advisors, LLC | 0.06% | New | 11,764 | $622K |
| Rothschild Wealth LLC | 0.06% | New | 11,710 | $619K |
| Premier Path Wealth Partners, LLC | 0.08% | Add +126.6% | 11,653 | $616K |
| LYNX Capital Group Ltd. | 0.28% | Add +0.0% | 11,576 | $612K |
| Roger Wittlin Investment Advisory, LLC | 0.42% | Reduce -33.2% | 11,482 | $607K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -5.0% | 11,379 | $602K |
| Rock Creek Group LLC | 0.07% | No change | 11,347 | $600K |
| Wedbush Securities Inc. | 0.02% | Add +73.6% | 11,355 | $600K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | No change | 11,343 | $600K |
| Winebrenner Capital Management LLC | 0.40% | Reduce -0.2% | 11,316 | $598K |
| NewEdge Wealth, LLC | 0.01% | Add +2.0% | 11,235 | $594K |
| Lewis Asset Management, LLC | 0.24% | Reduce -0.7% | 11,011 | $582K |
| Sage Advisors, LLC | 0.38% | New | 10,953 | $579K |
| Wingate Wealth Advisors, Inc. | 0.32% | Add +1.5% | 10,948 | $579K |
| Golden State Wealth Management, LLC | 0.06% | Add +46.6% | 10,736 | $568K |
| Quantinno Capital Management LP | 0.00% | Add +75.0% | 10,684 | $565K |
| Rialto Wealth Management, LLC | 0.13% | Add +84.6% | 10,664 | $564K |
| Dodds Wealth, LLC | 0.14% | Add +0.1% | 10,599 | $560K |
| Headlands Technologies LLC | 0.05% | New | 10,556 | $558K |
| Laurel Oak Wealth Management, LLC | 0.09% | — | 10,485 | $554K |
| Old Mission Capital LLC | 0.02% | New | 10,408 | $550K |
| Pension & Wealth Management Advisors, Inc. | 0.16% | Reduce -33.1% | 10,395 | $550K |
| Value Investment Professionals, LLC | 0.57% | — | 10,343 | $547K |
| Aegis Wealth Management, Inc. | 0.43% | — | 10,323 | $546K |
| Laurel Wealth Advisors LLC | 0.07% | New | 10,263 | $543K |
| Level Four Advisory Services, LLC | 0.02% | No change | 10,257 | $542K |
| Total Wealth Planning, LLC | 1.16% | Reduce -91.8% | 10,248 | $542K |
| Essex Financial Services, Inc. | 0.03% | No change | 10,152 | $537K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +37.4% | 10,108 | $535K |
| Abacus Planning Group, Inc. | 0.07% | Add +88.0% | 10,078 | $533K |
| Cibc World Market Inc. | 0.00% | Add +1.4% | 10,071 | $533K |
| MA Private Wealth | 0.09% | Reduce -26.6% | 10,000 | $529K |
| Wealth Advisory Solutions, LLC | 0.12% | Reduce -5.1% | 9,917 | $524K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,916 | $524K |
| American Financial Advisors, LLC | 0.07% | Reduce -5.3% | 9,891 | $523K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 9,695 | $513K |
| Lanark Financial, Inc. | 0.04% | Add +0.1% | 9,596 | $507K |
| Caprock Group, LLC | 0.01% | Add +0.3% | 9,589 | $507K |
| Ninety One UK Ltd | 0.00% | Add +46.8% | 9,570 | $506K |
| Dana Investment Advisors, Inc. | 0.01% | Add +53.7% | 9,522 | $504K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +28.3% | 9,297 | $492K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +12.5% | 9,235 | $488K |
| First Manhattan Co. Llc. | 0.00% | Reduce -8.3% | 9,222 | $488K |
| Kiker Wealth Management, LLC | 16.17% | Reduce -94.3% | 9,218 | $487K |
| Wiregrass Investment Management LLC | 0.41% | — | 9,200 | $486K |
| 1492 Capital Management LLC | 0.19% | No change | 9,148 | $484K |
| Pacific Excel Wealth Advisors, Inc. | 0.91% | — | 9,139 | $483K |
| Asset Allocation & Management Company, LLC | 0.19% | No change | 9,139 | $483K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.2% | 9,111 | $482K |
| Genesis Wealth Advisors, LLC | 0.33% | Reduce -17.0% | 9,109 | $482K |
| Merit Financial Group, LLC | 0.00% | Add +27.1% | 9,088 | $481K |
| Clarendon Private LLC | 0.40% | Add +1.5% | 9,019 | $477K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 9,001 | $476K |
| Vision Financial Markets LLC | 0.49% | No change | 9,000 | $476K |
| Pacific Park Financial, Inc. | 0.30% | — | 8,993 | $476K |
| Cresset Asset Management, LLC | 0.00% | Add +0.5% | 8,979 | $475K |
| TAGStone Capital, Inc. | 0.18% | Add +1.5% | 8,912 | $471K |
| VestGen Advisors, LLC | 0.02% | New | 8,897 | $470K |
| WealthBridge Capital Management, LLC | 0.11% | No change | 8,886 | $470K |
| Peak Retirement Planning, Inc. | 0.11% | New | 8,695 | $460K |
| Rwa Wealth Partners, LLC | 0.01% | Add +37.5% | 8,692 | $460K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +26.4% | 8,661 | $458K |
| Marathon Strategic Advisors, LLC | 0.35% | Reduce -8.8% | 8,656 | $458K |
| Garrison Point Advisors, LLC | 0.20% | Add +8.6% | 8,600 | $455K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -0.1% | 8,583 | $454K |
| McAdam, LLC | 0.02% | Add +20.3% | 8,489 | $449K |
| Successful Portfolios LLC | 0.23% | Reduce -0.1% | 8,478 | $449K |
| Burling Wealth Partners, LLC | 0.07% | New | 8,475 | $448K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +33.8% | 8,421 | $445K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,404 | $444K |
| Legacy Bridge, LLC | 0.18% | No change | 8,382 | $443K |
| Forteris Wealth Management Inc. | 0.44% | — | 8,370 | $443K |
| Brucke Financial, Inc. | 0.24% | Reduce -2.1% | 8,338 | $441K |
| Pacific Financial Group Inc. | 0.24% | Add +118.8% | 8,333 | $441K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 8,329 | $440K |
| CFM Wealth Partners LLC | 0.06% | No change | 8,285 | $438K |
| Verum Partners LLC | 0.09% | Add +1.5% | 8,211 | $434K |
| Capital Analysts, LLC | 0.01% | Add +50.7% | 8,152 | $431K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 8,125 | $430K |
| Boyd Watterson Asset Management LLC | 0.12% | Reduce -1.6% | 8,074 | $427K |
| Voya Financial Advisors, Inc. | 0.04% | Reduce -1.4% | 8,040 | $426K |
| Two West Capital Advisors LLC | 0.25% | Add +11.5% | 8,021 | $424K |
| Ceeto Capital Group, LLC | 0.12% | No change | 8,000 | $423K |
| City of London Investment Management Co. Ltd. | 0.03% | Reduce -66.2% | 7,927 | $419K |
| Elyxium Wealth, LLC | 0.12% | No change | 7,914 | $418K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +0.7% | 7,904 | $418K |
| Evolution Wealth Management Inc. | 0.34% | Add +8.4% | 7,846 | $415K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 7,773 | $411K |
| Walleye Partners, LLC | 0.46% | — | 7,761 | $410K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.0% | 7,713 | $408K |
| Commerce Bank | 0.00% | Add +9.2% | 7,697 | $407K |
| KPP Advisory Services LLC | 0.06% | Reduce -0.5% | 7,657 | $405K |
| RMR Wealth Builders | 0.03% | Reduce -0.3% | 7,629 | $403K |
| Ancora Advisors LLC | 0.01% | Add +1.2% | 7,627 | $403K |
| First United Bank & Trust | 0.13% | Reduce -2.6% | 7,599 | $402K |
| ONE Advisory Partners, LLC | 0.12% | Add +16.5% | 7,583 | $401K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.7% | 7,529 | $398K |
| Invst, LLC | 0.04% | Reduce -2.0% | 7,516 | $397K |
| CGN Advisors LLC | 0.03% | No change | 7,407 | $392K |
| TCFG Wealth Management, LLC | 0.15% | Add +1.0% | 7,389 | $391K |
| TFB Advisors LLC | 0.11% | Add +5.3% | 7,321 | $387K |
| National Philanthropic Trust | 0.00% | Reduce -18.4% | 7,314 | $387K |
| American Trust | 0.03% | Reduce -50.3% | 7,255 | $384K |
| Panoramic Capital Partners, LLC | 0.23% | Reduce -1.6% | 7,181 | $380K |
| Hohimer Wealth Management, LLC | 0.05% | Reduce -5.9% | 7,149 | $378K |
| PKS Advisory Services, LLC | 0.09% | Add +16.4% | 7,110 | $376K |
| Winthrop Advisory Group LLC | 0.03% | Add +0.8% | 7,045 | $373K |
| Headinvest, LLC | 0.07% | New | 7,021 | $371K |
| Choate Investment Advisors | 0.01% | No change | 7,015 | $371K |
| Truefg, LLC | 0.10% | Add +0.7% | 7,014 | $371K |
| Patten Group, Inc. | 0.07% | Reduce -0.8% | 7,010 | $371K |
| Oath Planning, LLC | 0.36% | — | 6,963 | $368K |
| RFG - Bristol Wealth Advisors, LLC | 0.10% | Reduce -6.5% | 6,945 | $367K |
| Brookwood Investment Group LLC | 0.04% | Add +0.8% | 6,945 | $367K |
| Cypress Capital Group | 0.04% | Add +16.7% | 6,890 | $364K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.5% | 6,856 | $363K |
| Value Partners Investments Inc. | 0.03% | No change | 6,833 | $362K |
| Janney Capital Management LLC | 0.02% | Reduce -4.3% | 6,832 | $361K |
| Downshift Financial, LLC | 0.22% | — | 6,791 | $360K |
| Aspiriant, LLC | 0.01% | Add +2.3% | 6,754 | $357K |
| GEN Financial Management, INC. | 0.22% | No change | 6,751 | $357K |
| Highview Capital Management LLC | 0.13% | New | 6,750 | $357K |
| Mattson Financial Services, LLC | 0.08% | Add +23.2% | 6,661 | $352K |
| Wagner Wealth Management, Corp | 0.35% | — | 6,653 | $352K |
| BankPlus Wealth Management LLC | 0.19% | New | 6,592 | $349K |
| Seascape Capital Management | 0.10% | Reduce -0.6% | 6,560 | $347K |
| Seelaus Asset Management LLC | 0.28% | No change | 6,551 | $346K |
| West Wealth Group, LLC | 0.07% | Add +1.0% | 6,407 | $339K |
| BTG Pactual Asset Management US LLC | 0.04% | No change | 6,407 | $338K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -2.5% | 6,299 | $333K |
| Keystone Financial Group, Inc. | 0.17% | Add +1.5% | 6,284 | $332K |
| Obermeyer Wealth Partners | 0.02% | Reduce -2.5% | 6,270 | $332K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 6,216 | $329K |
| Guidance Point Advisors, LLC | 0.08% | New | 6,185 | $327K |
| Prelude Capital Management, LLC | 0.02% | Reduce -16.3% | 6,170 | $326K |
| Destiny Capital Corp | 0.17% | Reduce -0.5% | 6,128 | $324K |
| Atlantic Edge Private Wealth Management, LLC | 0.08% | Reduce -0.6% | 6,065 | $321K |
| Woodward Diversified Capital, LLC | 0.15% | Reduce -4.4% | 6,052 | $320K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -14.0% | 5,940 | $314K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +5.7% | 5,934 | $314K |
| Florida Trust Wealth Management Co | 0.01% | Add +18.5% | 5,926 | $313K |
| 55 North Private Wealth, LLC | 0.08% | — | 5,879 | $311K |
| Webster Bank, N. A. | 0.03% | Add +10.3% | 5,876 | $311K |
| Lifeworks Advisors, LLC | 0.04% | Add +0.4% | 5,823 | $308K |
| Hoxton Planning & Management, LLC | 0.09% | No change | 5,815 | $307K |
| Ieq Capital, LLC | 0.00% | No change | 5,780 | $306K |
| Grey Fox Wealth Advisors, LLC | 0.06% | Reduce -58.2% | 5,739 | $303K |
| Americana Partners, LLC | 0.01% | Add +7.0% | 5,729 | $303K |
| Bessemer Group Inc. | 0.00% | Reduce -71.2% | 5,699 | $302K |
| Parkside Financial Bank & Trust | 0.02% | No change | 5,706 | $302K |
| West Michigan Advisors, LLC | 0.07% | Reduce -7.8% | 5,704 | $302K |
| Foundations Investment Advisors, LLC | 0.00% | Add +22.4% | 5,683 | $300K |
| Westshore Wealth, LLC | 0.10% | New | 5,674 | $300K |
| Tanager Wealth Management LLP | 0.03% | New | 5,651 | $299K |
| Fortis Capital Advisors, LLC | 0.04% | Add +9.5% | 5,634 | $298K |
| Belpointe Asset Management LLC | 0.01% | Reduce -80.9% | 5,634 | $298K |
| Intergy Private Wealth, LLC | 0.09% | Reduce -0.0% | 5,621 | $297K |
| Cheviot Value Management, LLC | 0.03% | No change | 5,603 | $297K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -49.7% | 5,575 | $295K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 5,567 | $294K |
| Orleans Capital Management Corp. | 0.18% | Add +3.7% | 5,560 | $294K |
| Clearwave Capital, LLC | 0.22% | — | 5,557 | $294K |
| waypoint wealth counsel | 0.11% | No change | 5,485 | $290K |
| Goldstone Financial Group, LLC | 0.03% | No change | 5,480 | $290K |
| Townsend & Associates, Inc | 0.03% | Reduce -1.7% | 5,458 | $289K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -1.6% | 5,464 | $289K |
| TD Capital Management LLC | 0.03% | No change | 5,450 | $288K |
| Panoramic Investment Advisors, LLC | 0.16% | Reduce -2.5% | 5,444 | $288K |
| Evanson Asset Management, LLC | 0.02% | Add +1.5% | 5,435 | $287K |
| Rede Wealth, LLC | 0.10% | New | 5,424 | $287K |
| IHT Wealth Management, LLC | 0.01% | Reduce -11.6% | 5,408 | $286K |
| Sovran Advisors, LLC | 0.02% | Reduce -3.8% | 5,377 | $285K |
| Bayshore Capital Advisors, LLC | 0.14% | — | 5,361 | $283K |
| Compton Financial Group, LLC | 0.06% | Reduce -28.7% | 5,295 | $280K |
| Ignite Planners, LLC | 0.04% | No change | 5,251 | $279K |
| Trek Financial, LLC | 0.02% | Add +17.9% | 5,255 | $278K |
| Tuttle Capital Management, LLC | 0.61% | New | 5,250 | $278K |
| Independent Solutions Wealth Management, LLC | 0.05% | Reduce -0.7% | 5,223 | $276K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -0.6% | 5,218 | $276K |
| C2C Wealth Management, LLC | 0.23% | No change | 5,202 | $275K |
| Glass Jacobson Investment Advisors llc | 0.10% | Reduce -2.5% | 5,198 | $275K |
| D.B. Root & Company, LLC | 0.07% | Reduce -40.5% | 5,180 | $274K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 5,176 | $274K |
| BlueChip Wealth Advisors LLC | 0.11% | No change | 5,170 | $273K |
| Centurion Wealth Management LLC | 0.06% | No change | 5,148 | $272K |
| Grove Bank & Trust | 0.03% | No change | 5,137 | $272K |
| Plimoth Trust Co. LLC | 0.06% | No change | 5,127 | $271K |
| Tandem Investment Partners LLC | 0.23% | Add +15.8% | 5,124 | $271K |
| Seamount Financial Group Inc. | 0.12% | Add +10.3% | 5,086 | $269K |
| Disciplined Investments, LLC | 0.10% | Reduce -0.7% | 5,086 | $269K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +4.8% | 5,080 | $269K |
| Thryve Wealth Management LLC | 0.13% | — | 5,055 | $267K |
| Insight Wealth Partners, LLC | 0.11% | Reduce -0.1% | 5,016 | $265K |
| XTX Topco Ltd | 0.01% | New | 5,009 | $265K |
| Black Maple Capital Management LP | 0.20% | No change | 5,000 | $264K |
| Signature Equity Partners, LLC | 0.15% | — | 4,967 | $263K |
| Concord Wealth Partners | 0.03% | Reduce -5.6% | 4,966 | $263K |
| St Germain D J Co. Inc. | 0.01% | Reduce -23.2% | 4,964 | $262K |
| Magnolia Capital Advisors LLC | 0.06% | New | 4,952 | $262K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -41.4% | 4,933 | $261K |
| Clear Creek Financial Management, LLC | 0.02% | Add +8.0% | 4,906 | $259K |
| Richardson Capital Management LLC | 0.13% | No change | 4,902 | $259K |
| Independent Advisor Alliance | 0.01% | Reduce -2.3% | 4,898 | $259K |
| Advyzon Investment Management, LLC | 0.03% | Add +11.4% | 4,871 | $258K |
| Visionary Horizons, LLC | 0.13% | Add +0.1% | 4,858 | $257K |
| Vermillion & White Wealth Management Group, LLC | 0.14% | No change | 4,852 | $257K |
| Clearstead Trust, LLC | 0.04% | No change | 4,850 | $256K |
| Cascade Wealth Advisors, Inc | 0.12% | Reduce -52.3% | 4,768 | $253K |
| 4J Wealth Management LLC | 0.14% | Reduce -20.0% | 4,709 | $249K |
| D. E. Shaw & Co. | 0.00% | Reduce -99.8% | 4,700 | $249K |
| Valmark Advisers, Inc. | 0.00% | No change | 4,694 | $248K |
| Cerro Pacific Wealth Advisors LLC | 0.07% | No change | 4,688 | $248K |
| Centaurus Financial, Inc. | 0.01% | No change | 4,664 | $247K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +1382.5% | 4,670 | $247K |
| WBH Advisory Inc. | 0.02% | Add +7.2% | 4,645 | $246K |
| Park Place Capital Corp | 0.05% | Reduce -0.1% | 4,627 | $245K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -1.9% | 4,584 | $243K |
| FourThought Financial Partners, LLC | 0.02% | Add +2.6% | 4,531 | $240K |
| Middleton & Co. Inc. | 0.03% | No change | 4,511 | $239K |
| Perryman Financial Advisory Inc. | 0.03% | — | 4,474 | $237K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -61.9% | 4,456 | $236K |
| Heritage Investors Management Corp. | 0.01% | Add +7.4% | 4,432 | $234K |
| GAMCO Investors | 0.00% | No change | 4,415 | $233K |
| eCIO, Inc. | 0.11% | Reduce -15.2% | 4,292 | $227K |
| Gilbert & Cook, Inc. | 0.03% | Reduce -15.1% | 4,277 | $226K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +1.2% | 4,217 | $223K |
| Portland Financial Advisors Inc | 0.47% | No change | 4,190 | $222K |
| Front Row Advisors LLC | 0.07% | Add +0.1% | 4,190 | $222K |
| EFG International AG | 0.00% | — | 4,184 | $221K |
| Buffalo Business & Estate Services Ltd. | 0.03% | — | 4,164 | $220K |
| MBL Wealth, LLC | 0.02% | Reduce -12.5% | 4,130 | $218K |
| SimpliFi, Inc. | 0.09% | Add +0.6% | 4,121 | $218K |
| Fisher Asset Management | 0.00% | New | 4,118 | $218K |
| Ascentis Independent Advisors | 0.03% | New | 4,081 | $216K |
| Ameriflex Group, Inc. | 0.11% | Reduce -51.1% | 4,080 | $216K |
| AA Financial Advisors, LLC | 0.04% | Add +1.5% | 4,074 | $215K |
| Mission Wealth Management, LP | 0.00% | New | 4,068 | $215K |
| Navigoe, LLC | 0.13% | Add +0.6% | 4,065 | $214K |
| PCG Wealth Advisors, LLC | 0.06% | No change | 4,000 | $212K |
| Ipswich Investment Management Co., Inc. | 0.05% | No change | 4,000 | $212K |
| Avise Financial Cooperative, Inc. | 0.19% | — | 3,999 | $211K |
| Cim, LLC | 0.03% | New | 3,987 | $211K |
| Proactive Wealth Strategies LLC | 0.08% | Add +1.8% | 3,984 | $211K |
| Adirondack Capital Advisors, LLC | 0.14% | — | 3,968 | $210K |
| Martin Capital Advisors, LLP | 0.12% | No change | 3,960 | $209K |
| Red Door Wealth Management, LLC | 0.02% | Reduce -26.4% | 3,953 | $209K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 3,884 | $205K |
| Gryphon Financial Partners LLC | 0.02% | No change | 3,837 | $203K |
| Sunflower Bank, N.A. | 0.05% | No change | 3,830 | $203K |
| Clarion Wealth Managment Partners, LLC | 0.19% | New | 3,812 | $202K |
| Valpey Financial Services, LLC | 0.13% | New | 3,788 | $200K |
| Horizon Investment Services, LLC | 0.07% | Reduce -0.7% | 3,785 | $200K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 3,750 | $198K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 3,670 | $194K |
| Financial Perspectives, Inc | 0.05% | Add +1.3% | 3,493 | $185K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +1.3% | 3,395 | $180K |
| Archer Investment Corp | 0.04% | Add +0.0% | 3,351 | $177K |
| First Horizon Corp. | 0.01% | Reduce -57.3% | 3,314 | $175K |
| Allworth Financial LP | 0.00% | Reduce -16.6% | 3,309 | $175K |
| CVA Family Office, LLC | 0.02% | No change | 3,209 | $170K |
| SageView Advisory Group, LLC | 0.01% | New | 3,164 | $167K |
| Crews Bank & Trust | 0.02% | No change | 2,915 | $154K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,862 | $151K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -17.1% | 2,656 | $140K |
| CENTRAL TRUST Co | 0.00% | Reduce -52.3% | 2,619 | $138K |
| Elevated Capital Advisors, LLC | 0.03% | New | 2,508 | $133K |
| Wellington-Altus USA Inc. | 0.09% | — | 2,404 | $127K |
| Colonial Trust Advisors | 0.01% | Reduce -29.0% | 2,404 | $127K |
| International Assets Investment Management, LLC | 0.01% | New | 2,316 | $122K |
| EPG Wealth Management LLC | 0.03% | Reduce -4.0% | 2,240 | $118K |
| AlphaCentric Advisors LLC | 0.12% | — | 2,216 | $117K |
| Colonial Trust Co / SC | 0.02% | Add +6.3% | 2,196 | $116K |
| South Plains Financial, Inc. | 0.07% | Add +25.3% | 2,080 | $110K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -23.9% | 2,049 | $108K |
| Armor Investment Advisors, LLC | 0.04% | Reduce -92.4% | 2,020 | $107K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,974 | $104K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -6.0% | 1,952 | $103K |
| ORG Partners LLC | 0.02% | Reduce -7.6% | 1,929 | $102K |
| SHP Wealth Management | 0.01% | — | 1,910 | $101K |
| High Note Wealth, LLC | 0.02% | No change | 1,706 | $90K |
| NFSG Corp | 0.01% | No change | 1,700 | $90K |
| Cape Investment Advisory, Inc. | 0.03% | Add +137.7% | 1,695 | $90K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.3% | 1,694 | $90K |
| Westfuller Advisors, LLC | 0.03% | Add +1.6% | 1,549 | $82K |
| Private Trust Co. NA | 0.01% | Add +84.4% | 1,540 | $81K |
| Elevate Wealth Advisory, Inc. | 0.06% | No change | 1,534 | $81K |
| Red Lighthouse Investment Management, LLC | 0.03% | No change | 1,505 | $80K |
| Tompkins Financial Corp. | 0.01% | No change | 1,473 | $78K |
| Rossby Financial, LCC | 0.02% | Add +1072.1% | 1,430 | $76K |
| Hyposwiss Advisors SA | 0.07% | — | 1,378 | $73K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,271 | $67K |
| Merited Wealth, LLC | 0.06% | — | 1,260 | $67K |
| Security National Bank | 0.01% | No change | 1,245 | $66K |
| Bogart Wealth, LLC | 0.00% | No change | 1,239 | $66K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,231 | $65K |
| Bard Associates Inc. | 0.02% | New | 1,187 | $63K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,185 | $63K |
| Atlantic Union Bankshares Corp | 0.00% | Add +1.5% | 1,160 | $61K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.5% | 1,128 | $60K |
| Thompson Investment Management, Inc. | 0.01% | Add +33.7% | 1,111 | $59K |
| Valley Wealth Managers, Inc. | 0.00% | Add +14.6% | 1,105 | $58K |
| Ares Financial Consulting, LLC | 0.06% | — | 1,096 | $58K |
| Abound Wealth Management | 0.01% | Add +1.5% | 1,084 | $57K |
| Founders Capital Management | 0.03% | No change | 1,040 | $55K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +6250.0% | 1,016 | $54K |
| Highline Wealth Partners LLC | 0.01% | No change | 1,007 | $53K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 997 | $53K |
| Key Financial Inc | 0.01% | Reduce -26.8% | 979 | $52K |
| Rice Partnership, LLC | 0.01% | Reduce -52.6% | 979 | $52K |
| Kelleher Financial Advisors | 0.01% | No change | 960 | $51K |
| BankChampaign, National Association | 0.05% | — | 2,302 | $50K |
| Tidemark, LLC | 0.01% | Reduce -20.5% | 948 | $50K |
| SBI Securities Co., Ltd. | 0.00% | Add +4.8% | 920 | $49K |
| First PREMIER Bank | 0.01% | No change | 903 | $48K |
| Pittenger & Anderson Inc. | 0.00% | New | 888 | $47K |
| Independence Bank of Kentucky | 0.01% | No change | 864 | $46K |
| Birchwood Financial Partners, Inc. | 0.04% | — | 850 | $45K |
| Harbor Investment Advisory, LLC | 0.00% | Add +142.9% | 850 | $45K |
| Darwin Wealth Management, LLC | 0.01% | Add +1.4% | 844 | $45K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 821 | $43K |
| Kennebec Savings Bank | 0.04% | No change | 809 | $43K |
| Barrett & Company, Inc. | 0.01% | No change | 800 | $42K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 743 | $39K |
| Copia Wealth Management | 0.03% | No change | 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 |
| Godfrey Financial Associates, Inc. | 0.03% | — | 645 | $34K |
| McIlrath & Eck, LLC | 0.00% | No change | 604 | $32K |
| Root Financial Partners, LLC | 0.00% | Reduce -20.5% | 583 | $31K |
| City Holding Co. | 0.00% | No change | 560 | $30K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 557 | $29K |
| PFS Partners, LLC | 0.01% | No change | 513 | $27K |
| Boreal Capital Management LLC | 0.02% | No change | 501 | $26K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 500 | $26K |
| Reflection Asset Management | 0.02% | — | 496 | $26K |
| Granite Investment Partners, LLC | 0.00% | No change | 476 | $25K |
| Manchester Capital Management LLC | 0.00% | New | 467 | $25K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 461 | $24K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 450 | $24K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | — | 440 | $23K |
| CX Institutional | 0.00% | Add +1.6% | 394 | $21K |
| Cornerstone Planning Group LLC | 0.00% | New | 370 | $20K |
| Asset Dedication, LLC | 0.00% | No change | 371 | $20K |
| Sound Income Strategies, LLC | 0.00% | No change | 369 | $20K |
| Trust Co. of Toledo NA | 0.00% | No change | 350 | $19K |
| Ransom Advisory, Ltd | 0.01% | New | 348 | $18K |
| Proathlete Wealth Management LLC | 0.01% | New | 344 | $18K |
| Financial Freedom, LLC | 0.01% | Add +1.8% | 344 | $18K |
| CKW Financial Group | 0.00% | No change | 333 | $18K |
| Triumph Capital Management | 0.00% | New | 338 | $18K |
| JCIC Asset Management Inc. | 0.01% | No change | 320 | $17K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $16K |
| SRH Advisors, LLC | 0.00% | No change | 300 | $16K |
| Piscataqua Savings Bank | 0.01% | New | 283 | $15K |
| Decker Retirement Planning Inc. | 0.01% | No change | 283 | $15K |
| Costello Asset Management, INC | 0.00% | No change | 282 | $15K |
| Quarry LP | 0.00% | New | 270 | $14K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.9% | 240 | $13K |
| Fortitude Family Office, LLC | 0.00% | New | 237 | $13K |
| Silicon Valley Capital Partners | 0.00% | Add +1.3% | 234 | $12K |
| FWL Investment Management, LLC | 0.00% | No change | 230 | $12K |
| Cresta Advisors, Ltd. | 0.00% | New | 221 | $12K |
| WealthShield Partners, LLC | 0.00% | No change | 216 | $11K |
| Motiv8 Investments LLC | 0.01% | New | 200 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 197 | $10K |
| Tsfg, LLC | 0.00% | No change | 198 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | — | 178 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -16.0% | 178 | $9K |
| First Community Trust NA | 0.01% | New | 176 | $9K |
| Register Financial Advisors LLC | 0.00% | Add +1.3% | 158 | $8K |
| Adkins Seale Capital Management LLC | 0.01% | — | 157 | $8K |
| Alerus Financial NA | 0.00% | No change | 156 | $8K |
| Harbor Asset Planning, Inc. | 0.01% | Add +2.0% | 155 | $8K |
| Blue Trust, Inc. | 0.00% | No change | 145 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 140 | $7K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 139 | $7K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 137 | $7K |
| Key Capital Management, INC | 0.01% | — | 131 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 130 | $7K |
| Align Financial, LLC | 0.00% | — | 6,610 | $7K |
| JNBA Financial Advisors | 0.00% | Add +1.7% | 117 | $6K |
| Vision Retirement, LLC | 0.00% | — | 100 | $5K |
| Syntax Research, Inc. | 0.00% | No change | 99 | $5K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 104 | $5K |
| Premier Financial Group | 0.00% | Reduce -98.2% | 84 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 80 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -50.3% | 74 | $4K |
| Comprehensive Financial Planning, Inc. | 0.00% | New | 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% | Reduce -4.5% | 63 | $3K |
| Dogwood Wealth Management LLC | 0.00% | Add +148.0% | 62 | $3K |
| IAG Wealth Partners, LLC | 0.00% | No change | 60 | $3K |
| Park Square Financial Group, LLC | 0.02% | Reduce -64.1% | 61 | $3K |
| Olistico Wealth, LLC | 0.00% | New | 57 | $3K |
| Lummis Asset Management, LP | 0.00% | New | 55 | $3K |
| LRI Investments, LLC | 0.00% | No change | 49 | $3K |
| Horizon Investments, LLC | 0.00% | Reduce -69.4% | 44 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +2.4% | 42 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 41 | $2K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | — | 38 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 37 | $2K |
| Sunrise Financial Services, LLC | 0.00% | — | 23 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 22 | $1K |
| Richardson Financial Services Inc. | 0.00% | Add +1165.0% | 253 | $1K |
| Avion Wealth | 0.00% | No change | 22 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -27.8% | 26 | $1K |
| GAMMA Investing LLC | 0.00% | No change | 16 | $846 |
| Estate Planners Group, LLC | 0.00% | — | 5 | $272 |
| 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.