iShares U.S. Medical DevicesIHIETF
13F holders, Q3 2024 (September 30)555holders +10
51new positions
41sold out
5famous investors
$59.05avg. 13F price*
At the end of Q3 2024, 555 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, up 10 from Q2 2024. 51 opened new positions and 41 sold out. The largest holders were Citigroup Inc. ($333.5M), Morgan Stanley ($173.8M) and Bank of America Corp. ($122.5M). 5 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares U.S. Medical Devices
- CUSIP
- 464288810
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $32.5M |
| Exits | 41 | $33.6M |
All 13F filers, Q2 2024 → Q3 2024: 1,791,505 shares bought and 5,833,822 shares sold, net −4,042,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 555 holders
| Citigroup Inc. | 0.31% | Reduce -2.1% | 5,631,668 | $333.5M |
| Morgan Stanley | 0.01% | Reduce -6.6% | 2,934,014 | $173.8M |
| Bank of America Corp. | 0.01% | Reduce -16.5% | 2,067,832 | $122.5M |
| LPL Financial LLC | 0.05% | Reduce -11.8% | 1,794,864 | $106.3M |
| Fisher Asset Management | 0.03% | Reduce -36.7% | 1,215,584 | $72.0M |
| JPMorgan Chase & Co. | 0.01% | Add +127.6% | 1,202,394 | $71.2M |
| UBS Group AG | 0.02% | Reduce -25.9% | 1,145,280 | $67.8M |
| Wells Fargo & Company | 0.02% | Reduce -9.3% | 1,065,803 | $63.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -18.3% | 882,835 | $52.3M |
| Royal Bank of Canada | 0.01% | Reduce -4.1% | 770,761 | $45.6M |
| Raymond James & Associates | 0.01% | Add +0.5% | 378,727 | $22.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.3% | 345,884 | $20.5M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -14.0% | 344,590 | $20.4M |
| RiverFront Investment Group, LLC | 0.44% | Add +9.3% | 317,949 | $18.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +6.1% | 310,663 | $18.4M |
| Wharton Business Group, LLC | 0.74% | Add +3.0% | 276,850 | $16.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.88% | Add +3.1% | 272,425 | $16.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -14.9% | 261,538 | $15.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -53.6% | 260,812 | $15.4M |
| Cetera Investment Advisers | 0.03% | Add +2.9% | 250,169 | $14.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.9% | 215,162 | $12.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.6% | 204,730 | $12.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.54% | Reduce -11.7% | 196,597 | $11.6M |
| D. E. Shaw & Co. | 0.02% | Add +31.7% | 196,493 | $11.6M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -15.7% | 181,143 | $11.5M |
| FWL Investment Management, LLC | 4.39% | Add +4.3% | 193,649 | $11.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -6.2% | 186,757 | $11.1M |
| Arkansas Financial Group, Inc. | 1.73% | Reduce -1.4% | 178,096 | $10.5M |
| Baker Avenue Asset Management, LP | 0.30% | Add +1.9% | 161,352 | $9.6M |
| Equitable Holdings, Inc. | 0.09% | Reduce -18.1% | 158,662 | $9.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -55.4% | 156,391 | $9.3M |
| Means Investment Co., Inc. | 1.00% | Reduce -1.2% | 152,699 | $9.0M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -3.1% | 151,941 | $9.0M |
| Strategic Wealth Partners, Ltd. | 0.79% | Add +3.0% | 138,767 | $8.2M |
| Certified Advisory Corp | 0.91% | Reduce -1.6% | 138,657 | $8.2M |
| Trivium Point Advisory, LLC | 1.10% | Add +21.3% | 131,459 | $7.9M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +0.0% | 132,962 | $7.9M |
| MML Investors Services, LLC | 0.03% | Reduce -17.8% | 130,666 | $7.7M |
| Northeast Financial Consultants Inc | 0.34% | Reduce -6.4% | 129,786 | $7.7M |
| Millennium Management | 0.01% | New | 127,437 | $7.5M |
| Safeguard Investment Advisory Group, LLC | 2.10% | Add +3.9% | 124,133 | $7.4M |
| Dakota Wealth Management | 0.17% | Reduce -3.4% | 123,244 | $7.3M |
| Kingsview Wealth Management, LLC | 0.15% | Add +6.7% | 120,363 | $7.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.5% | 119,315 | $7.1M |
| Truist Financial Corp. | 0.01% | Reduce -15.0% | 117,059 | $6.9M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Reduce -8.9% | 115,159 | $6.7M |
| Two Sigma Investments, LP | 0.02% | Reduce -28.3% | 112,500 | $6.7M |
| Gimbal Financial | 4.29% | New | 111,418 | $6.6M |
| Fifth Third Securities, Inc. | 0.62% | Reduce -3.7% | 110,671 | $6.6M |
| Stifel Financial Corp. | 0.01% | Add +9.2% | 105,917 | $6.3M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -2.1% | 105,743 | $6.3M |
| Yarbrough Capital, LLC | 0.25% | No change | 104,660 | $6.2M |
| Anchor Investment Management, LLC | 0.58% | Add +2.4% | 104,431 | $6.2M |
| Blair William & Co. | 0.02% | Add +0.9% | 103,963 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Add +1.1% | 102,130 | $6.0M |
| Cumberland Advisors Inc. | 2.36% | Reduce -3.4% | 100,200 | $5.9M |
| Segment Wealth Management, LLC | 0.41% | Reduce -4.6% | 99,517 | $5.9M |
| Moors & Cabot, Inc. | 0.29% | Reduce -1.7% | 98,633 | $5.8M |
| Capital Analysts, LLC | 0.23% | Reduce -6.1% | 95,914 | $5.7M |
| Principal Securities, Inc. | 0.14% | Add +5.6% | 94,625 | $5.6M |
| CMH Wealth Management LLC | 1.27% | Reduce -1.2% | 90,917 | $5.4M |
| Oak Root LLC | 0.68% | Add +2.2% | 90,822 | $5.4M |
| NewEdge Advisors, LLC | 0.03% | Reduce -22.9% | 86,506 | $5.1M |
| Mariner, LLC | 0.01% | Reduce -2.0% | 86,304 | $5.1M |
| Two Sigma Advisers, LP | 0.01% | Reduce -57.5% | 82,800 | $4.9M |
| J. Goldman & Co LP | 0.20% | No change | 79,623 | $4.7M |
| Centaurus Financial, Inc. | 0.30% | Add +0.8% | 79,148 | $4.7M |
| Axxcess Wealth Management, LLC | 0.12% | Add +3.7% | 78,349 | $4.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -8.7% | 77,986 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 77,951 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.8% | 77,430 | $4.6M |
| Capital Asset Advisory Services LLC | 0.23% | Add +3.3% | 78,719 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +44.8% | 75,895 | $4.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -36.6% | 74,888 | $4.4M |
| Hamilton Wealth, LLC | 1.05% | Reduce -49.1% | 72,278 | $4.3M |
| Riggs Asset Managment Co. Inc. | 1.16% | Reduce -7.1% | 71,553 | $4.2M |
| Transcend Capital Advisors, LLC | 0.28% | Reduce -1.9% | 71,480 | $4.2M |
| LM Advisors LLC | 0.86% | Reduce -16.4% | 71,145 | $4.2M |
| Snider Financial Group | 1.54% | Add +0.1% | 70,880 | $4.2M |
| Lake Hills Wealth Management, LLC | 2.80% | Reduce -4.7% | 70,731 | $4.2M |
| LYNX Capital Group Ltd. | 2.60% | Add +2.4% | 67,793 | $4.0M |
| Millington Financial Advisors, LLC | 2.46% | Add +17.0% | 66,583 | $3.9M |
| Charter Oak Capital Management, LLC | 0.37% | Reduce -4.4% | 66,513 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Add +10.0% | 66,263 | $3.9M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.86% | Reduce -0.8% | 63,520 | $3.8M |
| Apollon Financial, LLC | 1.04% | Reduce -7.1% | 59,731 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -2.1% | 59,715 | $3.5M |
| Creative Financial Designs Inc. | 0.29% | Reduce -7.4% | 57,910 | $3.4M |
| Capital Fund Management S.A. | 0.04% | Add +38.5% | 56,800 | $3.4M |
| Continuum Advisory, LLC | 0.42% | Reduce -0.0% | 55,688 | $3.3M |
| Geneos Wealth Management Inc. | 0.13% | No change | 55,518 | $3.3M |
| Money Design Co.,Ltd. | 0.16% | Reduce -14.8% | 55,372 | $3.3M |
| Diversified, LLC | 0.35% | Reduce -4.4% | 53,295 | $3.2M |
| Diversified Enterprises, LLC | 0.35% | — | 53,295 | $3.2M |
| Somerset Group LLC | 2.87% | Reduce -3.7% | 52,626 | $3.1M |
| FinDec Wealth Services, Inc. | 1.76% | Reduce -0.2% | 51,079 | $3.0M |
| Mathes Company, Inc. | 1.07% | No change | 50,700 | $3.0M |
| Cerity Partners LLC | 0.01% | Reduce -2.2% | 50,353 | $3.0M |
| Cibc World Market Inc. | 0.01% | Add +12.7% | 50,249 | $3.0M |
| Prestige Wealth Management Group LLC | 0.61% | Reduce -1.4% | 50,021 | $3.0M |
| Madden Advisory Services, Inc. | 1.32% | Reduce -7.9% | 48,752 | $2.9M |
| Orleans Capital Management Corp. | 1.62% | Add +0.6% | 48,225 | $2.9M |
| Mason & Associates Inc | 0.71% | Reduce -33.1% | 48,093 | $2.8M |
| Qube Research & Technologies Ltd | 0.01% | New | 47,373 | $2.8M |
| Balefire, LLC | 0.93% | Reduce -2.4% | 46,598 | $2.8M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -26.7% | 46,254 | $2.7M |
| Allworth Financial LP | 0.02% | Reduce -2.0% | 45,261 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +16.7% | 45,128 | $2.7M |
| WCG Wealth Advisors LLC | 0.18% | Add +0.4% | 44,889 | $2.7M |
| Virtu Financial LLC | 0.15% | Add +122.8% | 44,496 | $2.6M |
| Koa Wealth Management, LLC | 1.98% | Reduce -2.7% | 43,357 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +1.6% | 43,062 | $2.6M |
| Gray Wealth Management Inc. | 1.00% | Add +1.1% | 42,867 | $2.5M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -26.2% | 41,970 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -1.8% | 41,479 | $2.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.9% | 39,226 | $2.3M |
| Armor Investment Advisors, LLC | 0.96% | Add +2.8% | 39,214 | $2.3M |
| Bank Hapoalim BM | 0.36% | Reduce -20.9% | 38,703 | $2.3M |
| US Bancorp \de | 0.00% | Add +2.7% | 38,478 | $2.3M |
| Citizens Financial Group Inc. | 0.04% | Add +38.5% | 37,257 | $2.2M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +159.1% | 36,949 | $2.2M |
| Stonebridge Financial Planning Group, LLC | 1.02% | Reduce -12.4% | 36,064 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -57.0% | 35,765 | $2.1M |
| Altfest L J & Co. Inc. | 0.28% | Reduce -51.9% | 35,245 | $2.1M |
| Composition Wealth, LLC | 0.05% | Add +3.3% | 35,135 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.7% | 34,863 | $2.1M |
| Eaton Financial Holdings Company, LLC | 0.84% | — | 34,800 | $2.1M |
| Destination Wealth Management | 0.06% | Add +1.0% | 33,896 | $2.0M |
| Garrison Point Advisors, LLC | 1.23% | Add +1.5% | 33,641 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -8.3% | 33,262 | $2.0M |
| Advisory Services Network, LLC | 0.04% | No change | 34,814 | $2.0M |
| Quantitative Investment Management, LLC | 0.19% | New | 32,339 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -26.7% | 32,051 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -30.9% | 32,040 | $1.9M |
| IHT Wealth Management, LLC | 0.05% | Add +6.3% | 31,998 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -29.1% | 31,571 | $1.9M |
| Rockport Wealth LLC | 0.50% | New | 31,535 | $1.9M |
| Banque Cantonale Vaudoise | 0.08% | Reduce -5.3% | 31,200 | $1.8M |
| Hazlett, Burt & Watson, Inc. | 0.85% | Reduce -5.5% | 31,067 | $1.8M |
| Institute for Wealth Management, LLC. | 0.22% | Add +2.2% | 29,559 | $1.8M |
| FMR LLC | 0.00% | Add +6.1% | 28,988 | $1.7M |
| PFG Investments, LLC | 0.11% | Reduce -5.6% | 28,465 | $1.7M |
| Bank of Montreal | 0.00% | Reduce -9.8% | 28,574 | $1.7M |
| Pinnacle Associates Ltd. | 0.03% | Add +4.2% | 31,066 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +85809.7% | 26,632 | $1.6M |
| Mgo One Seven LLC | 0.07% | Add +3.3% | 26,101 | $1.5M |
| Waverly Advisors, LLC | 0.03% | Add +2.2% | 26,088 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Add +1.4% | 25,978 | $1.5M |
| Live Oak Private Wealth LLC | 0.25% | No change | 25,635 | $1.5M |
| TPG Advisors LLC | 1.16% | Reduce -3.2% | 25,098 | $1.5M |
| Valley Wealth Managers, Inc. | 0.11% | Reduce -53.5% | 24,715 | $1.5M |
| Econ Financial Services Corp | 0.82% | New | 24,640 | $1.5M |
| WP Advisors, LLC | 0.53% | Reduce -19.6% | 24,528 | $1.5M |
| Regions Financial Corp. | 0.01% | No change | 24,320 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.9% | 23,735 | $1.4M |
| Montecito Bank & Trust | 0.24% | Reduce -5.8% | 23,636 | $1.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Add +1.1% | 23,617 | $1.4M |
| CIC Wealth, LLC | 0.35% | Reduce -3.1% | 23,116 | $1.4M |
| Cypress Asset Management Inc. | 0.34% | Reduce -42.4% | 22,835 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Reduce -2.5% | 22,586 | $1.3M |
| Pacific Sun Financial Corp | 0.74% | Reduce -7.3% | 22,570 | $1.3M |
| Brick & Kyle, Associates | 0.57% | Add +463.2% | 125,926 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Reduce -14.3% | 21,639 | $1.3M |
| Pacific Center for Financial Services | 0.34% | Add +0.1% | 21,531 | $1.3M |
| Smith, Moore & Co. | 0.12% | Reduce -1.7% | 21,458 | $1.3M |
| AAFMAA Wealth Management & Trust LLC | 0.56% | Add +154.4% | 21,404 | $1.3M |
| Creative Planning | 0.00% | Reduce -2.0% | 20,373 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -5.8% | 20,189 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -8.9% | 20,162 | $1.2M |
| National Bank of Canada | 0.00% | Add +1.6% | 20,098 | $1.2M |
| Lanark Financial, Inc. | 0.10% | Reduce -18.4% | 19,786 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +3.2% | 19,757 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +4.7% | 19,727 | $1.2M |
| Valued Retirements, Inc. | 1.56% | Reduce -0.9% | 19,163 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -7.3% | 18,977 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.4% | 18,988 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +5.4% | 18,988 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -0.3% | 18,562 | $1.1M |
| Choreo, LLC | 0.02% | Reduce -2.1% | 18,598 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Reduce -12.2% | 18,368 | $1.1M |
| Brookstone Capital Management | 0.02% | Add +2.2% | 18,239 | $1.1M |
| TruWealth Advisors, LLC | 0.07% | Reduce -29.2% | 18,212 | $1.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.02% | Add +40.2% | 18,129 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.25% | No change | 18,100 | $1.1M |
| &partners | 0.02% | Reduce -4.1% | 18,021 | $1.1M |
| Glenview Trust Co | 0.02% | Reduce -1.8% | 17,905 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -2.4% | 17,775 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +317.1% | 17,734 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +4.6% | 17,470 | $1.0M |
| Cwm, LLC | 0.00% | Reduce -2.1% | 17,439 | $1.0M |
| Joseph P. Lucia & Associates, LLC | 0.47% | Reduce -5.5% | 17,203 | $1.0M |
| Paragon Financial Partners, Inc. | 0.74% | Reduce -7.9% | 16,984 | $1.0M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -5.1% | 16,938 | $1.0M |
| Retirement Planning Co of New England, Inc. | 0.49% | Reduce -7.3% | 16,707 | $989K |
| Ogorek Anthony Joseph /NY/ | 0.34% | Reduce -8.1% | 16,687 | $988K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -1.3% | 16,489 | $976K |
| Triangle Securities Wealth Management | 0.24% | No change | 15,447 | $915K |
| V2 Financial group LLC | 0.59% | No change | 15,400 | $912K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -15.3% | 14,989 | $905K |
| Harbour Investments, Inc. | 0.03% | Reduce -15.3% | 15,252 | $903K |
| Y.D. More Investments Ltd | 0.09% | Reduce -2.6% | 15,236 | $902K |
| Solutions 4 Wealth, Ltd | 1.76% | Reduce -0.1% | 15,213 | $901K |
| WESPAC Advisors, LLC | 0.66% | Reduce -49.0% | 14,993 | $888K |
| Summit Trail Advisors, LLC | 0.02% | No change | 14,866 | $880K |
| Modern Wealth Management, LLC | 0.05% | Add +7.8% | 14,825 | $878K |
| MMBG Investment Advisors Co. | 0.09% | Add +180.1% | 14,775 | $875K |
| GTS Securities LLC | 0.02% | Reduce -62.9% | 14,664 | $868K |
| Carnegie Investment Counsel | 0.03% | No change | 14,580 | $863K |
| Oppenheimer & Co. Inc. | 0.01% | Add +13.1% | 14,541 | $861K |
| Good Life Advisors, LLC | 0.05% | Add +84.7% | 14,444 | $855K |
| Vontobel Holding Ltd. | 0.00% | No change | 14,100 | $835K |
| Brown Advisory Inc. | 0.00% | Reduce -3.3% | 13,801 | $817K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -16.4% | 13,708 | $812K |
| Venture Visionary Partners LLC | 0.04% | No change | 13,625 | $807K |
| Lido Advisors, LLC | 0.01% | Add +7.1% | 13,480 | $798K |
| Guerra Pan Advisors, LLC | 0.63% | No change | 13,396 | $793K |
| Wealthgarden F.S. LLC | 0.77% | No change | 13,302 | $788K |
| D.A. Davidson & Co. | 0.01% | Reduce -3.0% | 13,283 | $787K |
| Commerce Bank | 0.00% | Reduce -3.1% | 12,960 | $767K |
| Farther Finance Advisors, LLC | 0.03% | Add +135.2% | 12,885 | $763K |
| Tudor Investment Corporation | 0.01% | New | 12,860 | $762K |
| International Assets Investment Management, LLC | 0.06% | Reduce -11.1% | 12,813 | $759K |
| Belpointe Asset Management LLC | 0.05% | Reduce -7.3% | 12,782 | $757K |
| Nwam LLC | 0.05% | New | 12,615 | $747K |
| Spinnaker Trust | 0.05% | Reduce -2.0% | 12,604 | $746K |
| Eq LLC | 0.37% | Reduce -12.0% | 12,582 | $745K |
| RFG Advisory, LLC | 0.02% | Reduce -18.4% | 12,534 | $742K |
| Merit Financial Group, LLC | 0.02% | Reduce -17.9% | 12,308 | $729K |
| First Wilshire Securities Management Inc. | 0.20% | No change | 12,300 | $728K |
| Avior Wealth Management, LLC | 0.03% | Add +0.1% | 12,092 | $716K |
| Spire Wealth Management | 0.02% | Reduce -5.0% | 11,963 | $708K |
| Cornerstone Advisory, LLC | 0.09% | Add +9.4% | 11,611 | $688K |
| RPS Advisory Solutions LLC | 0.49% | Reduce -6.7% | 11,597 | $687K |
| Watchman Group, Inc. | 0.18% | Reduce -5.3% | 11,530 | $683K |
| LRI Investments, LLC | 0.07% | Add +7494.0% | 11,391 | $677K |
| Paragon Private Wealth Management, LLC | 0.33% | Add +8.0% | 11,383 | $674K |
| NorthRock Partners, LLC | 0.02% | Reduce -0.1% | 11,230 | $665K |
| AlphaStar Capital Management, LLC | 0.05% | Reduce -7.6% | 11,082 | $656K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -3.3% | 11,079 | $656K |
| Lwmg, LLC | 0.12% | Add +0.1% | 10,970 | $650K |
| Prosperity Consulting Group, LLC | 0.05% | New | 10,873 | $644K |
| Kovack Advisors, Inc. | 0.07% | Reduce -4.0% | 10,624 | $629K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.8% | 10,520 | $623K |
| Sage Capital Management, LLC | 0.29% | Add +0.1% | 10,364 | $614K |
| Sterling Investment Counsel, LLC | 0.22% | Add +0.5% | 10,342 | $612K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -0.5% | 10,302 | $610K |
| Wealthfront Advisers LLC | 0.00% | Add +10.4% | 10,129 | $600K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -10.5% | 10,076 | $597K |
| Phraction Management LLC | 0.23% | No change | 10,016 | $593K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.8% | 10,001 | $592K |
| Caldwell Trust Co | 0.06% | Reduce -11.4% | 9,740 | $577K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 9,655 | $572K |
| Mascoma Wealth Management LLC | 0.14% | Reduce -21.1% | 9,622 | $570K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.6% | 9,588 | $568K |
| Stephens Inc. | 0.01% | Add +9.8% | 9,571 | $567K |
| Corient Private Wealth LP | 0.00% | Add +137.7% | 9,424 | $558K |
| Barclays PLC | 0.00% | Reduce -93.9% | 9,421 | $558K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -4.2% | 9,396 | $556K |
| First Foundation Advisors | 0.02% | No change | 9,290 | $550K |
| Gallacher Capital Management LLC | 0.25% | Add +0.1% | 9,209 | $545K |
| Finivi Inc. | 0.44% | Reduce -3.7% | 9,092 | $538K |
| Westshore Wealth, LLC | 0.22% | No change | 9,092 | $538K |
| Summit Financial, LLC | 0.02% | Add +11.3% | 9,076 | $537K |
| MAI Capital Management | 0.01% | Add +4.2% | 9,017 | $534K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -2.9% | 9,006 | $533K |
| Founders Financial Securities LLC | 0.05% | Reduce -19.5% | 8,938 | $529K |
| Promethium Advisors,llc | 0.37% | — | 8,868 | $525K |
| Jacobi Capital Management LLC | 0.04% | Reduce -1.8% | 8,863 | $525K |
| Advisors Capital Management, LLC | 0.01% | Add +2.6% | 8,832 | $523K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +0.1% | 8,792 | $521K |
| Thrive Capital Management, LLC | 0.24% | Reduce -0.9% | 8,704 | $516K |
| Townsquare Capital LLC | 0.01% | Reduce -31.1% | 8,646 | $512K |
| Fox Hill Wealth Management | 0.28% | Add +1.2% | 8,602 | $509K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -5.7% | 8,577 | $508K |
| Houlihan Financial Resource Group, Ltd. | 0.21% | New | 8,520 | $505K |
| Riverpoint Wealth Management Holdings, LLC | 0.13% | Add +0.1% | 8,459 | $501K |
| PFG Advisors | 0.03% | Reduce -5.7% | 8,404 | $498K |
| Strategic Investment Solutions, Inc. | 0.15% | New | 8,295 | $491K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -16.2% | 8,289 | $491K |
| Opes Wealth Management LLC | 0.09% | No change | 8,160 | $483K |
| Cutler Investment Counsel LLC | 0.06% | Reduce -2.4% | 8,130 | $481K |
| Physician Wealth Advisors, Inc. | 0.08% | Reduce -1.9% | 7,889 | $463K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Reduce -7.2% | 7,760 | $460K |
| Strategic Advisors LLC | 0.09% | Reduce -23.5% | 7,720 | $457K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -8.2% | 7,659 | $454K |
| M&T Bank Corp | 0.00% | No change | 7,620 | $451K |
| Shufro Rose & Co. LLC | 0.04% | No change | 8,000 | $448K |
| KCM Investment Advisors LLC | 0.02% | No change | 7,566 | $448K |
| Panoramic Investment Advisors, LLC | 0.31% | — | 7,557 | $448K |
| Meridian Wealth Management, LLC | 0.02% | New | 7,549 | $447K |
| Independent Financial Group, LLC | 0.02% | Reduce -15.1% | 7,542 | $447K |
| Wedmont Private Capital | 0.03% | No change | 7,741 | $444K |
| Manchester Capital Management LLC | 0.05% | No change | 7,500 | $444K |
| TD Waterhouse Canada Inc. | 0.00% | Add +8.6% | 7,593 | $444K |
| Circle Wealth Management, LLC | 0.01% | No change | 7,406 | $439K |
| Harbor Investment Advisory, LLC | 0.04% | Add +0.0% | 7,357 | $436K |
| TNF LLC | 0.15% | Add +0.0% | 7,252 | $430K |
| Primoris Wealth Advisors, LLC | 0.31% | Add +0.0% | 7,236 | $429K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.5% | 7,209 | $427K |
| Delta Asset Management LLC | 0.04% | No change | 7,200 | $426K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.6% | 7,076 | $419K |
| Holistic Financial Partners | 0.20% | Reduce -13.1% | 7,070 | $419K |
| Comerica Bank | 0.00% | Reduce -11.7% | 7,033 | $416K |
| Private Trust Co. NA | 0.04% | Add +1.2% | 7,021 | $416K |
| AlTi Global, Inc. | 0.01% | No change | 7,020 | $416K |
| Marshall Wace, LLP | 0.00% | Reduce -53.5% | 6,929 | $410K |
| PCG Wealth Advisors, LLC | 0.16% | Reduce -7.2% | 6,920 | $410K |
| CreativeOne Wealth, LLC | 0.01% | New | 6,880 | $407K |
| Signet Financial Management, LLC | 0.05% | Add +8.8% | 6,812 | $403K |
| Cahill Financial Advisors Inc. | 0.06% | Add +13.0% | 6,788 | $402K |
| Financial Advocates Investment Management | 0.02% | Reduce -12.9% | 5,671 | $400K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,688 | $398K |
| Welch Group, LLC | 0.02% | No change | 6,630 | $393K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -7.4% | 6,436 | $381K |
| American Institute for Advanced Investment Management, LLP | 0.27% | Reduce -12.8% | 6,385 | $378K |
| Creekside Partners | 0.19% | No change | 6,360 | $377K |
| Kraft, Davis & Associates, LLC | 0.11% | No change | 6,466 | $376K |
| Client 1ST Advisory Group, LLC | 0.15% | No change | 6,348 | $376K |
| Larson Financial Group LLC | 0.02% | Add +57.9% | 6,256 | $370K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 6,238 | $369K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -9.2% | 6,229 | $369K |
| Carrera Capital Advisors | 0.09% | Reduce -15.7% | 6,203 | $367K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -3.3% | 6,094 | $361K |
| Black Swift Group, LLC | 0.08% | New | 6,065 | $359K |
| HFR Wealth Management, LLC | 0.09% | No change | 6,000 | $355K |
| Independent Family Office, LLC | 0.18% | No change | 6,000 | $352K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +6.2% | 5,936 | $352K |
| Avitas Wealth Management LLC | 0.05% | Reduce -1.7% | 5,932 | $351K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -21.2% | 5,897 | $349K |
| Castleview Partners, LLC | 0.20% | Reduce -2.5% | 5,829 | $345K |
| Arkadios Wealth Advisors | 0.02% | Add +14.9% | 5,700 | $338K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.3% | 5,696 | $337K |
| NorthCoast Asset Management LLC | 0.00% | Add +21.9% | 5,763 | $332K |
| ALM First Financial Advisors, LLC | 0.08% | No change | 5,568 | $330K |
| Cresset Asset Management, LLC | 0.00% | Add +17.9% | 5,562 | $329K |
| StoneX Group Inc. | 0.02% | Reduce -66.5% | 5,558 | $329K |
| Biondo Investment Advisors, LLC | 0.05% | Add +5.1% | 5,552 | $329K |
| Secure Asset Management, LLC | 0.06% | Reduce -5.9% | 5,546 | $328K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.4% | 5,495 | $325K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -2.8% | 5,406 | $320K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -19.1% | 5,202 | $308K |
| Money Concepts Capital Corp. | 0.02% | Add +11.7% | 5,130 | $304K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | Reduce -5.5% | 5,118 | $303K |
| WR Wealth Planners, LLC | 0.08% | Reduce -2.2% | 5,097 | $302K |
| Jmac Enterprises LLC | 0.05% | Reduce -12.2% | 5,096 | $302K |
| United Asset Strategies, Inc. | 0.03% | New | 5,078 | $301K |
| IFP Advisors, Inc | 0.01% | Reduce -49.6% | 5,067 | $300K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -1.1% | 5,067 | $300K |
| Focus Partners Wealth | 0.00% | New | 5,034 | $298K |
| HSBC Holdings PLC | 0.00% | No change | 5,000 | $294K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.1% | 4,968 | $294K |
| Sterling Financial Planning, Inc. | 0.11% | Add +0.1% | 4,948 | $293K |
| Patten & Patten Inc. | 0.02% | No change | 4,930 | $292K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -27.3% | 4,838 | $287K |
| Forza Wealth Management, LLC | 0.13% | No change | 4,800 | $284K |
| Acropolis Investment Management, LLC | 0.02% | No change | 4,800 | $284K |
| Wealth Group, Ltd. | 0.19% | Reduce -14.8% | 4,798 | $284K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.3% | 4,670 | $277K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -0.4% | 4,642 | $275K |
| DHK Financial Advisors, Inc. | 0.17% | No change | 4,620 | $274K |
| New Insight Wealth Advisors | 0.14% | Reduce -48.9% | 4,565 | $270K |
| Scotia Capital Inc. | 0.00% | Reduce -3.9% | 4,505 | $267K |
| Bernardo Wealth Planning LLC | 0.06% | Reduce -12.8% | 4,494 | $264K |
| Great Lakes Retirement, Inc. | 0.03% | No change | 4,424 | $262K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | New | 4,355 | $258K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -8.5% | 4,348 | $258K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 4,342 | $257K |
| Sfm, LLC | 0.19% | Reduce -2.6% | 4,333 | $257K |
| Global Retirement Partners, LLC | 0.01% | Reduce -25.6% | 4,316 | $256K |
| Advisory Alpha, LLC | 0.01% | No change | 4,293 | $254K |
| Meridian Investment Counsel Inc. | 0.08% | New | 4,250 | $252K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -7.5% | 4,320 | $251K |
| Raymond James Trust N.A. | 0.01% | Reduce -13.1% | 4,191 | $248K |
| LexAurum Advisors, LLC | 0.05% | Reduce -32.6% | 4,164 | $247K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 4,139 | $245K |
| SPC Financial, Inc. | 0.02% | No change | 4,002 | $237K |
| Sonoma Private Wealth LLC | 0.37% | No change | 4,000 | $237K |
| Tyche Wealth Partners LLC | 0.05% | No change | 4,000 | $237K |
| Phoenix Financial Ltd. | 0.00% | Reduce -99.0% | 4,000 | $237K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +1275.0% | 3,960 | $235K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -0.7% | 3,955 | $234K |
| Bank of New York Mellon Corp | 0.00% | New | 3,927 | $233K |
| Focus Financial Network, Inc. | 0.01% | No change | 3,904 | $231K |
| AMG National Trust Bank | 0.01% | Reduce -50.0% | 3,888 | $230K |
| Colonial Trust Co / SC | 0.04% | No change | 3,847 | $228K |
| Keystone Wealth Services, LLC | 0.06% | New | 3,771 | $223K |
| FLC Capital Advisors | 0.05% | No change | 3,762 | $223K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -9.5% | 3,747 | $222K |
| Cadent Capital Advisors, LLC | 0.08% | Add +0.1% | 3,731 | $221K |
| Western Wealth Management, LLC | 0.01% | Reduce -5.3% | 3,696 | $219K |
| Prosperity Financial Group, Inc. | 0.12% | Reduce -0.4% | 3,694 | $219K |
| Marcum Wealth, LLC | 0.02% | Reduce -1.2% | 3,601 | $213K |
| One Capital Management, LLC | 0.01% | New | 3,583 | $212K |
| Strategic Advocates LLC | 0.08% | No change | 3,580 | $212K |
| LaFleur & Godfrey LLC | 0.03% | New | 3,577 | $212K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,576 | $212K |
| Heirloom Wealth Management | 0.07% | Reduce -49.8% | 3,573 | $212K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 3,569 | $211K |
| Hilltop National Bank | 0.06% | No change | 3,555 | $211K |
| Martin Capital Advisors, LLP | 0.15% | New | 3,545 | $210K |
| Fortis Capital Advisors, LLC | 0.07% | New | 3,539 | $210K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 3,534 | $209K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,516 | $208K |
| Howard Financial Services, LTD. | 0.03% | New | 3,509 | $208K |
| Source Financial Advisors LLC | 0.06% | Reduce -6.3% | 3,487 | $207K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.3% | 3,487 | $207K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 3,472 | $206K |
| Keybank National Association | 0.00% | Reduce -8.3% | 3,466 | $205K |
| Gibson Capital, LLC | 0.04% | New | 3,425 | $203K |
| TrinityPoint Wealth, LLC | 0.03% | Reduce -4.2% | 3,420 | $203K |
| Cypress Wealth Services, LLC | 0.04% | New | 3,417 | $202K |
| Clearstead Trust, LLC | 0.05% | No change | 3,400 | $201K |
| Atria Investments, Inc | 0.00% | Reduce -42.0% | 3,386 | $201K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.9% | 3,348 | $198K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.8% | 3,311 | $196K |
| Activest Wealth Management | 0.06% | Add +0.1% | 3,294 | $195K |
| Future Financial Wealth Managment LLC | 0.13% | New | 3,080 | $182K |
| Global Trust Asset Management, LLC | 0.07% | Add +306.7% | 3,050 | $181K |
| MGB Wealth Management, LLC | 0.07% | No change | 3,024 | $179K |
| Peterson Wealth Services | 0.06% | New | 2,910 | $172K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 2,843 | $168K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -2.9% | 2,833 | $168K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,700 | $160K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,585 | $153K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 2,470 | $146K |
| Northwest Financial Advisors | 0.11% | New | 2,411 | $143K |
| Private Capital Management LLC | 0.03% | New | 2,403 | $142K |
| Advisors Preferred, LLC | 0.02% | New | 2,386 | $140K |
| Ashton Thomas Securities, LLC | 0.03% | No change | 2,231 | $132K |
| Transcendent Capital Group LLC | 0.07% | No change | 2,202 | $130K |
| Concord Wealth Partners | 0.02% | Add +8.7% | 2,156 | $128K |
| Bogart Wealth, LLC | 0.01% | Reduce -14.1% | 2,145 | $127K |
| First United Bank & Trust | 0.05% | Reduce -15.3% | 2,130 | $126K |
| Montag A & Associates Inc. | 0.01% | Reduce -19.8% | 1,820 | $108K |
| Whittier Trust Co. | 0.00% | No change | 1,806 | $107K |
| Flaharty Asset Management, LLC | 0.01% | Reduce -99.6% | 1,776 | $105K |
| WealthShield Partners, LLC | 0.01% | Add +641.0% | 1,734 | $103K |
| Monetary Management Group Inc. | 0.03% | No change | 1,700 | $101K |
| Founders Capital Management | 0.06% | Add +0.1% | 1,687 | $100K |
| Assetmark, Inc. | 0.00% | Add +20.7% | 1,615 | $96K |
| Register Financial Advisors LLC | 0.05% | No change | 1,585 | $94K |
| Sandy Spring Bank | 0.00% | No change | 1,524 | $90K |
| Caption Management, LLC | 0.01% | No change | 1,500 | $89K |
| BlackRock, Inc. | 0.00% | — | 1,459 | $86K |
| Financial Perspectives, Inc | 0.03% | No change | 1,445 | $86K |
| Ascentis Wealth Management, LLC | 0.03% | — | 1,404 | $83K |
| Hantz Financial Services, Inc. | 0.00% | Add +7.9% | 1,373 | $81K |
| Franklin Resources Inc. | 0.00% | No change | 1,220 | $72K |
| Howe & Rusling Inc. | 0.01% | No change | 1,200 | $71K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.1% | 1,140 | $68K |
| Deutsche Bank AG | 0.00% | No change | 1,081 | $64K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,072 | $63K |
| Optimum Investment Advisors | 0.03% | No change | 1,068 | $63K |
| Russell Investments Group, Ltd. | 0.00% | Add +6780.0% | 1,032 | $61K |
| Paladin Advisory Group, LLC | 0.04% | No change | 1,020 | $60K |
| Blue Trust, Inc. | 0.00% | Add +186.3% | 1,062 | $60K |
| Avalon Trust Co | 0.00% | No change | 1,000 | $59K |
| TD Private Client Wealth LLC | 0.00% | Add +49.8% | 936 | $55K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 933 | $55K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -21.5% | 920 | $54K |
| Planned Solutions, Inc. | 0.02% | New | 900 | $53K |
| Truvestments Capital LLC | 0.01% | New | 900 | $53K |
| Tsfg, LLC | 0.01% | No change | 900 | $53K |
| Arax Advisory Partners | 0.00% | No change | 858 | $51K |
| Clean Yield Group | 0.02% | No change | 840 | $50K |
| Canton Hathaway, LLC | 0.01% | No change | 828 | $49K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -31.7% | 800 | $47K |
| Ancora Advisors LLC | 0.00% | No change | 762 | $45K |
| North Star Investment Management Corp. | 0.00% | No change | 760 | $45K |
| American National Bank & Trust | 0.01% | No change | 750 | $44K |
| Key Financial Inc | 0.01% | Add +0.1% | 710 | $42K |
| AllSquare Wealth Management LLC | 0.02% | No change | 696 | $41K |
| CoreCap Advisors, LLC | 0.00% | New | 678 | $40K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 666 | $39K |
| Mather Group, Llc. | 0.00% | Reduce -41.1% | 646 | $38K |
| Hemington Wealth Management | 0.01% | New | 659 | $38K |
| Clearstead Advisors, LLC | 0.00% | No change | 633 | $37K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -8.4% | 633 | $37K |
| Sound Income Strategies, LLC | 0.00% | No change | 633 | $37K |
| Ballast Advisors LLC | 0.01% | No change | 630 | $37K |
| Legend Financial Advisors, Inc. | 0.02% | Reduce -12.4% | 600 | $36K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $36K |
| BNP Paribas | 0.00% | No change | 600 | $36K |
| Valley National Advisers Inc. | 0.01% | Reduce -65.4% | 555 | $32K |
| Fifth Third Bancorp | 0.00% | Reduce -10.2% | 529 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 516 | $31K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.2% | 451 | $27K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 450 | $27K |
| Union Savings Bank | 0.01% | No change | 450 | $27K |
| Tucker Asset Management LLC | 0.01% | No change | 414 | $25K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 390 | $23K |
| Annapolis Financial Services, LLC | 0.01% | No change | 366 | $22K |
| Rothschild Investment LLC | 0.00% | No change | 356 | $21K |
| Archer Investment Corp | 0.01% | No change | 336 | $20K |
| Westside Investment Management, Inc. | 0.00% | No change | 330 | $20K |
| Bokf, NA | 0.00% | New | 333 | $19K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -68.7% | 324 | $19K |
| Main Management LLC | 0.00% | No change | 317 | $19K |
| NBT Bank, N.A. | 0.00% | No change | 318 | $19K |
| Northwest Investment Counselors, LLC | 0.00% | New | 300 | $18K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 300 | $18K |
| Creekmur Asset Management LLC | 0.00% | No change | 294 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 291 | $17K |
| Gen-Wealth Partners Inc | 0.01% | No change | 277 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 264 | $16K |
| MCF Advisors LLC | 0.00% | No change | 261 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 261 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 261 | $15K |
| Albion Financial Group | 0.00% | No change | 240 | $14K |
| Colonial Trust Advisors | 0.00% | No change | 234 | $14K |
| Aspire Private Capital, LLC | 0.00% | No change | 214 | $13K |
| Phillips Financial Management, LLC | 0.00% | No change | 200 | $12K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 189 | $11K |
| Financial Freedom, LLC | 0.01% | No change | 166 | $10K |
| Rise Advisors, LLC | 0.00% | No change | 153 | $9K |
| Clear Point Advisors Inc. | 0.01% | No change | 152 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 139 | $8K |
| Hanson & Doremus Investment Management | 0.00% | No change | 138 | $8K |
| Eastern Bank | 0.00% | New | 126 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 120 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 120 | $7K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 120 | $7K |
| City State Bank | 0.00% | Add +26.5% | 105 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 102 | $6K |
| Johnson Financial Group, Inc. | 0.00% | No change | 102 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $6K |
| Evermay Wealth Management LLC | 0.00% | New | 100 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 92 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 90 | $5K |
| Signaturefd, LLC | 0.00% | Add +76.6% | 83 | $5K |
| TD Capital Management LLC | 0.00% | No change | 81 | $5K |
| PSI Advisors, LLC | 0.00% | Reduce -49.7% | 77 | $5K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 59 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 58 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | New | 55 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 54 | $3K |
| Avion Wealth | 0.00% | No change | 65 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 50 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 44 | $3K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -15.7% | 43 | $3K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 43 | $3K |
| Realta Investment Advisors | 0.00% | Reduce -99.2% | 40 | $2K |
| Operose Advisors LLC | 0.00% | No change | 38 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 36 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 30 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 24 | $1K |
| Credit Agricole S A | 0.00% | No change | 24 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 23 | $1K |
| WFA Asset Management Corp | 0.00% | No change | 18 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 18 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -98.4% | 6 | $1K |
| Caitlin John, LLC | 0.00% | No change | 7 | $420 |
| Aspire Wealth Management Corp | 0.00% | No change | 7 | $399 |
| First Pacific Financial | 0.00% | No change | 6 | $361 |
| VitalStone Financial, LLC | 0.00% | No change | 6 | $355 |
"% of holder's portfolio" is IHI's weight in each manager's 13F, not the share of iShares U.S. Medical Devices the manager owns.