iShares U.S. Medical DevicesIHIETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 565 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, up 10 from Q3 2024. 45 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($166.4M), Bank of America Corp. ($155.6M) and LPL Financial LLC ($130.6M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares U.S. Medical Devices
- CUSIP
- 464288810
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $23.6M |
| Exits | 56 | $77.4M |
All 13F filers, Q3 2024 → Q4 2024: 2,518,996 shares bought and 8,676,131 shares sold, net −6,157,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 565 holders
| Morgan Stanley | 0.01% | Reduce -2.8% | 2,852,174 | $166.4M |
| Bank of America Corp. | 0.01% | Add +29.0% | 2,666,806 | $155.6M |
| LPL Financial LLC | 0.05% | Add +24.7% | 2,237,467 | $130.6M |
| UBS Group AG | 0.02% | Add +9.1% | 1,249,712 | $72.9M |
| Fisher Asset Management | 0.03% | Reduce -5.5% | 1,148,732 | $67.0M |
| Wells Fargo & Company | 0.02% | Add +2.0% | 1,087,471 | $63.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.3% | 747,981 | $43.6M |
| Royal Bank of Canada | 0.01% | Reduce -7.8% | 710,671 | $41.5M |
| Raymond James Financial Inc. | 0.01% | — | 666,604 | $38.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.9% | 494,843 | $28.9M |
| BNP Paribas Financial Markets | 0.02% | Add +122.7% | 348,312 | $20.3M |
| RiverFront Investment Group, LLC | 0.45% | Add +7.6% | 342,017 | $20.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 327,688 | $19.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -6.4% | 322,483 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.7% | 291,225 | $17.0M |
| Wharton Business Group, LLC | 0.68% | Reduce -6.8% | 257,900 | $15.0M |
| Cetera Investment Advisers | 0.03% | Reduce -0.5% | 248,992 | $14.5M |
| HighTower Advisors, LLC | 0.02% | Add +15.5% | 236,462 | $13.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -2.4% | 255,403 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.1% | 221,943 | $13.0M |
| Kingsview Wealth Management, LLC | 0.23% | Add +71.7% | 206,678 | $12.1M |
| FWL Investment Management, LLC | 4.26% | Add +3.5% | 200,465 | $11.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.49% | Reduce -1.6% | 193,499 | $11.3M |
| Citigroup Inc. | 0.01% | Reduce -96.7% | 185,868 | $10.8M |
| Arkansas Financial Group, Inc. | 1.73% | Add +2.9% | 183,268 | $10.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.2% | 173,268 | $10.1M |
| Baker Avenue Asset Management, LP | 0.29% | Add +1.8% | 164,253 | $9.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -9.9% | 163,241 | $9.5M |
| Citadel Advisors | 0.01% | Add +323.6% | 151,512 | $8.8M |
| Means Investment Co., Inc. | 0.92% | Reduce -0.9% | 151,385 | $8.8M |
| Equitable Holdings, Inc. | 0.08% | Reduce -4.6% | 151,318 | $8.8M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -8.2% | 139,562 | $8.1M |
| Certified Advisory Corp | 0.86% | Reduce -1.6% | 136,372 | $8.0M |
| Trivium Point Advisory, LLC | 1.00% | Add +3.6% | 136,212 | $7.9M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -0.9% | 131,733 | $7.7M |
| MML Investors Services, LLC | 0.03% | Reduce -2.4% | 127,478 | $7.4M |
| Safeguard Investment Advisory Group, LLC | 2.03% | Add +2.1% | 126,793 | $7.4M |
| Dakota Wealth Management | 0.16% | Reduce -1.9% | 120,923 | $7.1M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Reduce -1.3% | 113,666 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -7.8% | 110,053 | $6.4M |
| Segment Wealth Management, LLC | 0.43% | Add +7.4% | 106,872 | $6.2M |
| Anchor Investment Management, LLC | 0.58% | Add +2.0% | 106,522 | $6.2M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 106,256 | $6.2M |
| Fifth Third Securities, Inc. | 0.53% | Reduce -4.0% | 106,254 | $6.2M |
| Northeast Financial Consultants Inc | 0.26% | Reduce -18.8% | 105,447 | $6.2M |
| Jones Financial Companies LLLP | 0.01% | Add +38.8% | 105,340 | $6.1M |
| Yarbrough Capital, LLC | 0.23% | No change | 104,660 | $6.1M |
| Truist Financial Corp. | 0.01% | Reduce -12.3% | 102,703 | $6.0M |
| Blair William & Co. | 0.02% | Reduce -1.9% | 101,944 | $5.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.3% | 100,788 | $5.9M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -5.0% | 100,493 | $5.9M |
| Cumberland Advisors Inc. | 2.32% | Reduce -0.8% | 99,450 | $5.8M |
| Moors & Cabot, Inc. | 0.27% | Reduce -0.2% | 98,475 | $5.7M |
| Capital Analysts, LLC | 0.22% | Reduce -0.5% | 95,409 | $5.6M |
| Principal Securities, Inc. | 0.12% | Reduce -2.7% | 92,037 | $5.4M |
| Millington Financial Advisors, LLC | 2.86% | Add +15.6% | 76,952 | $4.9M |
| LYNX Capital Group Ltd. | 2.74% | Add +20.5% | 81,684 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -7.9% | 79,692 | $4.7M |
| Capital Asset Advisory Services LLC | 0.23% | Reduce -0.5% | 78,350 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 78,430 | $4.6M |
| Axxcess Wealth Management, LLC | 0.11% | Reduce -0.1% | 78,292 | $4.6M |
| Lake Hills Wealth Management, LLC | 3.03% | Add +7.5% | 75,997 | $4.4M |
| Centaurus Financial, Inc. | 0.27% | Reduce -4.5% | 75,584 | $4.4M |
| Mariner, LLC | 0.01% | Reduce -12.5% | 75,526 | $4.4M |
| LM Advisors LLC | 0.78% | Add +4.4% | 74,285 | $4.3M |
| Riggs Asset Managment Co. Inc. | 1.15% | Add +3.3% | 73,916 | $4.3M |
| J. Goldman & Co LP | 0.15% | Reduce -7.9% | 73,338 | $4.3M |
| Dale Q Rice Investment Management Ltd | 1.87% | — | 72,784 | $4.2M |
| Hamilton Wealth, LLC | 1.01% | Reduce -1.0% | 71,584 | $4.2M |
| Snider Financial Group | 1.28% | Add +0.3% | 71,092 | $4.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.7% | 69,860 | $4.1M |
| Transcend Capital Advisors, LLC | 0.29% | Reduce -3.3% | 69,102 | $4.0M |
| Independent Advisor Alliance | 0.05% | New | 68,940 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.1% | 68,065 | $4.0M |
| Virtu Financial LLC | 0.21% | Add +52.3% | 67,755 | $4.0M |
| Capital Fund Management S.A. | 0.04% | Add +15.5% | 65,600 | $3.8M |
| CMH Wealth Management LLC | 0.84% | Reduce -31.0% | 62,754 | $3.7M |
| Charter Oak Capital Management, LLC | 0.34% | Reduce -7.3% | 61,687 | $3.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.82% | Reduce -3.0% | 61,625 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -7.7% | 61,192 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +240.0% | 60,300 | $3.5M |
| Valicenti Advisory Services Inc. | 0.88% | New | 60,280 | $3.5M |
| Apollon Financial, LLC | 0.87% | Reduce -0.5% | 59,426 | $3.5M |
| Creative Financial Designs Inc. | 0.27% | Reduce -1.8% | 56,867 | $3.3M |
| Continuum Advisory, LLC | 0.42% | Add +0.5% | 55,979 | $3.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.05% | Add +263.1% | 65,829 | $3.3M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -0.0% | 55,506 | $3.2M |
| Cibc World Market Inc. | 0.01% | Add +9.8% | 55,147 | $3.2M |
| Altfest L J & Co. Inc. | 0.40% | Add +52.9% | 53,896 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +22.6% | 52,786 | $3.1M |
| Orleans Capital Management Corp. | 1.71% | Reduce -1.0% | 47,755 | $3.1M |
| Somerset Group LLC | 2.77% | Reduce -1.3% | 51,931 | $3.0M |
| Diversified Enterprises, LLC | 0.29% | Reduce -3.2% | 51,588 | $3.0M |
| Cerity Partners LLC | 0.01% | Add +0.6% | 50,652 | $3.0M |
| Prestige Wealth Management Group LLC | 0.61% | Add +0.7% | 50,381 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -35.8% | 50,047 | $2.9M |
| Gray Wealth Management Inc. | 1.08% | Add +14.3% | 49,011 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +31.7% | 48,672 | $2.8M |
| Allworth Financial LP | 0.02% | Reduce -1.1% | 44,754 | $2.8M |
| Money Design Co.,Ltd. | 0.14% | Reduce -13.7% | 47,785 | $2.8M |
| Mason & Associates Inc | 0.65% | Reduce -1.2% | 47,537 | $2.8M |
| Balefire, LLC | 0.92% | Reduce -0.6% | 46,311 | $2.7M |
| Madden Advisory Services, Inc. | 1.25% | Reduce -5.5% | 46,045 | $2.7M |
| WCG Wealth Advisors LLC | 0.17% | Add +1.0% | 45,349 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -28.3% | 42,832 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -1.1% | 41,020 | $2.4M |
| FinDec Wealth Services, Inc. | 1.65% | Reduce -20.1% | 40,829 | $2.4M |
| Modern Wealth Management, LLC | 0.09% | Add +172.5% | 40,400 | $2.4M |
| Tocqueville Asset Management L.P. | 0.04% | New | 40,305 | $2.4M |
| Koa Wealth Management, LLC | 1.92% | Reduce -7.2% | 40,230 | $2.3M |
| 1 North Wealth Services LLC | 0.99% | — | 40,224 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.10% | Reduce -13.5% | 40,016 | $2.3M |
| Armor Investment Advisors, LLC | 0.96% | Add +1.6% | 39,845 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -4.3% | 37,529 | $2.2M |
| Citizens Financial Group Inc. | 0.04% | Add +0.2% | 37,342 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -5.3% | 36,454 | $2.1M |
| &partners | 0.02% | Add +95.7% | 35,269 | $2.1M |
| Stonebridge Financial Planning Group, LLC | 0.91% | Reduce -3.3% | 34,884 | $2.0M |
| Garrison Point Advisors, LLC | 0.94% | Add +1.1% | 34,001 | $2.0M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -19.4% | 33,840 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +5.3% | 33,738 | $2.0M |
| Destination Wealth Management | 0.06% | Reduce -0.7% | 33,652 | $2.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.8% | 33,171 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -5.9% | 31,312 | $1.8M |
| Hazlett, Burt & Watson, Inc. | 0.80% | Reduce -1.0% | 30,746 | $1.8M |
| Bank Hapoalim BM | 0.30% | Reduce -21.1% | 30,538 | $1.8M |
| Eaton Financial Holdings Company, LLC | 0.67% | Reduce -14.9% | 29,619 | $1.7M |
| Bank of Montreal | 0.00% | Add +3.4% | 29,540 | $1.7M |
| Nwam LLC | 0.11% | Add +132.3% | 29,303 | $1.7M |
| Institute for Wealth Management, LLC. | 0.21% | Reduce -0.9% | 29,281 | $1.7M |
| Live Oak Private Wealth LLC | 0.29% | Add +13.4% | 29,075 | $1.7M |
| Econ Financial Services Corp | 0.97% | Add +17.9% | 29,040 | $1.7M |
| Creative Planning | 0.00% | Add +41.4% | 28,812 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -8.9% | 28,769 | $1.7M |
| Apollon Wealth Management, LLC | 0.04% | Add +294.8% | 28,459 | $1.7M |
| PFG Investments, LLC | 0.10% | Reduce -0.6% | 28,293 | $1.7M |
| FMR LLC | 0.00% | Reduce -3.0% | 28,119 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -9.8% | 28,026 | $1.6M |
| Composition Wealth, LLC | 0.03% | Reduce -20.7% | 27,877 | $1.6M |
| IHT Wealth Management, LLC | 0.05% | Reduce -13.3% | 27,748 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Add +4.1% | 27,034 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Add +2.6% | 26,773 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Reduce -0.7% | 26,452 | $1.5M |
| Montis Financial, LLC | 0.47% | New | 26,082 | $1.5M |
| Mgo One Seven LLC | 0.06% | Reduce -1.9% | 25,609 | $1.5M |
| Cwm, LLC | 0.01% | Add +43.8% | 25,074 | $1.5M |
| Valley Wealth Managers, Inc. | 0.11% | Add +0.7% | 24,875 | $1.5M |
| TPG Advisors LLC | 1.13% | Reduce -1.6% | 24,701 | $1.4M |
| Tradewinds, LLC. | 0.40% | New | 22,667 | $1.4M |
| Regions Financial Corp. | 0.01% | Reduce -0.3% | 24,235 | $1.4M |
| WP Advisors, LLC | 0.47% | Reduce -2.1% | 24,004 | $1.4M |
| Montecito Bank & Trust | 0.24% | No change | 23,636 | $1.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -0.1% | 23,587 | $1.4M |
| Variant Private Wealth, LLC | 1.27% | — | 22,795 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.4% | 22,699 | $1.3M |
| Brick & Kyle, Associates | 0.56% | Reduce -82.2% | 22,381 | $1.3M |
| Pacific Sun Financial Corp | 0.71% | Reduce -0.9% | 22,362 | $1.3M |
| AAFMAA Wealth Management & Trust LLC | 0.56% | Add +2.3% | 21,896 | $1.3M |
| Pacific Center for Financial Services | 0.32% | Add +0.2% | 21,571 | $1.3M |
| Smith, Moore & Co. | 0.11% | Add +0.2% | 21,495 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -5.5% | 21,354 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +5.2% | 21,241 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Reduce -2.1% | 21,179 | $1.2M |
| Cypress Asset Management Inc. | 0.29% | Reduce -11.0% | 20,320 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +6.9% | 19,846 | $1.2M |
| National Bank of Canada | 0.00% | Reduce -2.7% | 19,552 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.6% | 19,484 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +2.6% | 19,484 | $1.1M |
| Meridian Investment Counsel Inc. | 0.34% | Add +357.4% | 19,438 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -2.0% | 19,360 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -6.0% | 18,942 | $1.1M |
| Glenview Trust Co | 0.02% | Add +5.6% | 18,905 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -4.5% | 18,841 | $1.1M |
| Paragon Financial Partners, Inc. | 0.82% | Add +9.8% | 18,641 | $1.1M |
| Walleye Trading LLC | 0.02% | New | 18,598 | $1.1M |
| World Investment Advisors | 0.03% | New | 18,564 | $1.1M |
| Tudor Investment Corporation | 0.01% | Add +43.1% | 18,407 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.25% | No change | 18,100 | $1.1M |
| Brookstone Capital Management | 0.01% | Reduce -3.7% | 17,562 | $1.0M |
| Wisconsin Wealth Advisors, LLC | 1.49% | — | 17,329 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -3.7% | 17,125 | $999K |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -0.5% | 16,855 | $984K |
| Joseph P. Lucia & Associates, LLC | 0.43% | Reduce -2.8% | 16,728 | $976K |
| Mutual Advisors, LLC | 0.03% | Reduce -17.1% | 15,730 | $969K |
| Mathes Company, Inc. | 0.35% | Reduce -67.5% | 16,500 | $963K |
| Retirement Planning Co of New England, Inc. | 0.47% | Reduce -1.2% | 16,501 | $963K |
| Ashton Thomas Private Wealth, LLC | 0.04% | No change | 16,489 | $962K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.8% | 14,863 | $959K |
| Choreo, LLC | 0.01% | Reduce -11.7% | 16,418 | $958K |
| Sava Infond d.o.o. | 0.17% | — | 16,250 | $948K |
| TruWealth Advisors, LLC | 0.06% | Reduce -10.9% | 16,222 | $947K |
| WESPAC Advisors, LLC | 0.69% | Add +6.7% | 15,994 | $933K |
| Wealthedge Investment Advisors, LLC | 0.42% | — | 15,811 | $923K |
| V2 Financial group LLC | 0.55% | No change | 15,400 | $899K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | New | 15,385 | $898K |
| Ogorek Anthony Joseph /NY/ | 0.28% | Reduce -8.5% | 15,264 | $890K |
| Solutions 4 Wealth, Ltd | 1.61% | Add +0.1% | 15,236 | $889K |
| Triangle Securities Wealth Management | 0.22% | Reduce -3.4% | 14,922 | $871K |
| MMBG Investment Advisors Co. | 0.09% | No change | 14,775 | $862K |
| Sovran Advisors, LLC | 0.12% | — | 14,161 | $846K |
| Valued Retirements, Inc. | 1.13% | Reduce -24.8% | 14,411 | $841K |
| Y.D. More Investments Ltd | 0.08% | Reduce -5.4% | 14,416 | $840K |
| Harbour Investments, Inc. | 0.02% | Reduce -5.8% | 14,361 | $838K |
| Barclays PLC | 0.00% | Add +51.8% | 14,296 | $834K |
| Carnegie Investment Counsel | 0.02% | Reduce -6.2% | 13,680 | $798K |
| Nicholas Investment Partners, LP | 0.08% | New | 13,629 | $795K |
| Venture Visionary Partners LLC | 0.03% | No change | 13,625 | $795K |
| Lido Advisors, LLC | 0.01% | Add +0.7% | 13,578 | $792K |
| Brown Advisory Inc. | 0.00% | Reduce -1.8% | 13,557 | $791K |
| Farther Finance Advisors, LLC | 0.03% | Add +1.2% | 13,034 | $761K |
| Commerce Bank | 0.00% | No change | 12,960 | $756K |
| Cornerstone Advisory, LLC | 0.08% | Add +0.0% | 11,612 | $747K |
| Belpointe Asset Management LLC | 0.04% | Reduce -0.8% | 12,677 | $746K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -12.4% | 12,737 | $743K |
| International Assets Investment Management, LLC | 0.06% | Reduce -0.7% | 12,718 | $742K |
| Spinnaker Trust | 0.05% | No change | 12,604 | $735K |
| Wealthgarden F.S. LLC | 0.68% | Reduce -6.3% | 12,462 | $727K |
| RFG Advisory, LLC | 0.02% | Reduce -0.8% | 12,440 | $726K |
| Sowell Financial Services LLC | 0.04% | Reduce -32.6% | 12,377 | $722K |
| First Wilshire Securities Management Inc. | 0.20% | No change | 12,300 | $718K |
| Guerra Pan Advisors, LLC | 0.52% | Reduce -8.8% | 12,217 | $713K |
| IFG Advisory, LLC | 0.04% | New | 12,214 | $713K |
| Paragon Private Wealth Management, LLC | 0.33% | Add +7.3% | 12,209 | $712K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 12,162 | $710K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -92.1% | 10,998 | $709K |
| Avior Wealth Management, LLC | 0.03% | Add +0.2% | 12,114 | $707K |
| Vontobel Holding Ltd. | 0.00% | Reduce -14.8% | 12,020 | $701K |
| Spire Wealth Management | 0.02% | Add +0.3% | 12,001 | $700K |
| Prosperity Consulting Group, LLC | 0.05% | Add +10.3% | 11,996 | $700K |
| Kovack Advisors, Inc. | 0.07% | Add +11.8% | 11,875 | $693K |
| Watchman Group, Inc. | 0.18% | No change | 11,530 | $673K |
| Eq LLC | 0.31% | Reduce -8.8% | 11,479 | $670K |
| LRI Investments, LLC | 0.06% | No change | 11,391 | $665K |
| RPS Advisory Solutions LLC | 0.41% | Reduce -2.0% | 11,364 | $663K |
| St Germain D J Co. Inc. | 0.03% | New | 11,202 | $654K |
| NorthRock Partners, LLC | 0.02% | Reduce -0.3% | 11,192 | $653K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.1% | 11,095 | $647K |
| D.A. Davidson & Co. | 0.01% | Reduce -17.9% | 10,906 | $636K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +24.8% | 10,707 | $625K |
| Kraft, Davis & Associates, LLC | 0.17% | Add +47.2% | 9,519 | $608K |
| Park Avenue Securities LLC | 0.01% | New | 10,116 | $590K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +4.7% | 10,042 | $586K |
| Focus Partners Wealth | 0.00% | Add +99.4% | 10,039 | $586K |
| Phraction Management LLC | 0.22% | No change | 10,016 | $584K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.14% | New | 10,014 | $584K |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.6% | 9,864 | $576K |
| StoneX Group Inc. | 0.03% | Add +75.9% | 9,776 | $570K |
| Caldwell Trust Co | 0.06% | Reduce -0.2% | 9,719 | $567K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -3.8% | 9,694 | $566K |
| Merit Financial Group, LLC | 0.01% | Reduce -24.4% | 9,310 | $543K |
| First Foundation Advisors | 0.02% | No change | 9,290 | $542K |
| Sage Capital Management, LLC | 0.27% | Reduce -10.4% | 9,290 | $542K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -1.8% | 9,232 | $539K |
| Gallacher Capital Management LLC | 0.27% | Add +0.1% | 9,217 | $538K |
| Wedbush Securities Inc. | 0.02% | Reduce -13.0% | 9,150 | $534K |
| Westshore Wealth, LLC | 0.22% | No change | 9,092 | $531K |
| Mascoma Wealth Management LLC | 0.13% | Reduce -7.2% | 8,932 | $521K |
| BlackRock, Inc. | 0.00% | Add +509.6% | 8,894 | $519K |
| Summit Financial, LLC | 0.02% | Reduce -2.4% | 8,860 | $517K |
| Finivi Inc. | 0.41% | Reduce -3.4% | 8,779 | $512K |
| MAI Capital Management | 0.00% | Reduce -3.5% | 8,697 | $507K |
| Townsquare Capital LLC | 0.01% | Add +0.4% | 8,679 | $506K |
| Advisory Services Network, LLC | 0.01% | Reduce -75.3% | 8,610 | $502K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -4.6% | 8,591 | $501K |
| Houlihan Financial Resource Group, Ltd. | 0.21% | No change | 8,520 | $497K |
| Advisors Capital Management, LLC | 0.01% | Reduce -4.0% | 8,481 | $495K |
| Riverpoint Wealth Management Holdings, LLC | 0.13% | Add +0.2% | 8,475 | $494K |
| Fox Hill Wealth Management | 0.28% | Reduce -2.8% | 8,358 | $488K |
| Comerica Bank | 0.00% | Add +18.6% | 8,345 | $487K |
| Founders Financial Securities LLC | 0.04% | Reduce -6.8% | 8,326 | $486K |
| PFG Advisors | 0.03% | Reduce -1.4% | 8,289 | $484K |
| Stephens Inc. | 0.01% | Reduce -14.2% | 8,216 | $479K |
| Opes Wealth Management LLC | 0.10% | No change | 8,160 | $476K |
| Wedmont Private Capital | 0.02% | Add +1.1% | 7,828 | $469K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -22.9% | 7,939 | $463K |
| Physician Wealth Advisors, Inc. | 0.08% | Add +0.1% | 7,900 | $461K |
| Jacobi Capital Management LLC | 0.03% | Reduce -10.9% | 7,896 | $461K |
| Black Swift Group, LLC | 0.10% | Add +29.4% | 7,845 | $458K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Reduce -1.0% | 7,685 | $448K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -7.7% | 7,650 | $447K |
| M&T Bank Corp | 0.00% | Add +0.3% | 7,645 | $446K |
| Integrated Wealth Concepts LLC | 0.01% | New | 7,635 | $446K |
| KCM Investment Advisors LLC | 0.02% | No change | 7,566 | $441K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -14.3% | 7,530 | $439K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +26.6% | 7,516 | $439K |
| Manchester Capital Management LLC | 0.05% | No change | 7,500 | $438K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.7% | 7,497 | $437K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.3% | 7,495 | $437K |
| AlTi Global, Inc. | 0.01% | No change | 7,020 | $434K |
| Circle Wealth Management, LLC | 0.01% | No change | 7,406 | $432K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -26.0% | 7,405 | $432K |
| Cutler Investment Counsel LLC | 0.05% | Reduce -9.3% | 7,372 | $430K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 7,357 | $429K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -46.7% | 7,303 | $426K |
| Panoramic Investment Advisors, LLC | 0.28% | Reduce -3.7% | 7,278 | $425K |
| Strategic Investment Solutions, Inc. | 0.14% | Reduce -12.4% | 7,266 | $424K |
| Delta Asset Management LLC | 0.04% | No change | 7,200 | $420K |
| Private Trust Co. NA | 0.04% | Add +2.4% | 7,190 | $420K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 7,006 | $409K |
| Primoris Wealth Advisors, LLC | 0.31% | Reduce -3.5% | 6,986 | $408K |
| GK Wealth Management LLC | 0.52% | — | 6,963 | $406K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,688 | $404K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.7% | 6,882 | $402K |
| PCG Wealth Advisors, LLC | 0.15% | Reduce -1.2% | 6,837 | $399K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.5% | 6,774 | $395K |
| Signet Financial Management, LLC | 0.05% | Reduce -1.2% | 6,731 | $393K |
| GTS Securities LLC | 0.02% | Reduce -54.4% | 6,692 | $390K |
| Comprehensive Money Management Services LLC | 0.32% | — | 6,648 | $388K |
| Welch Group, LLC | 0.02% | No change | 6,630 | $388K |
| Strategic Advisors LLC | 0.07% | Reduce -14.5% | 6,604 | $385K |
| Creekside Partners | 0.19% | No change | 6,360 | $371K |
| Biondo Investment Advisors, LLC | 0.05% | Add +13.7% | 6,312 | $368K |
| Independent Financial Group, LLC | 0.01% | Reduce -16.8% | 6,277 | $366K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -2.6% | 6,268 | $366K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.1% | 6,244 | $364K |
| Sax Wealth Advisors, LLC | 0.03% | New | 6,240 | $364K |
| Holistic Financial Partners | 0.18% | Reduce -12.9% | 6,160 | $359K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.8% | 5,797 | $357K |
| HFR Wealth Management, LLC | 0.09% | No change | 6,000 | $350K |
| Castleview Partners, LLC | 0.19% | Add +2.8% | 5,991 | $349K |
| Foundations Investment Advisors, LLC | 0.01% | Add +37.4% | 5,972 | $348K |
| Savant Capital, LLC | 0.00% | New | 5,907 | $345K |
| Shufro Rose & Co. LLC | 0.03% | Reduce -26.3% | 5,900 | $344K |
| Global Retirement Partners, LLC | 0.01% | Add +35.4% | 5,843 | $341K |
| United Asset Strategies, Inc. | 0.03% | Add +13.6% | 5,769 | $337K |
| Arkadios Wealth Advisors | 0.02% | Add +0.0% | 5,702 | $333K |
| Money Concepts Capital Corp. | 0.02% | Add +11.0% | 5,695 | $332K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -8.8% | 5,681 | $331K |
| Client 1ST Advisory Group, LLC | 0.13% | Reduce -10.6% | 5,676 | $331K |
| Good Life Advisors, LLC | 0.02% | Reduce -60.9% | 5,653 | $330K |
| Avitas Wealth Management LLC | 0.05% | Reduce -5.2% | 5,623 | $328K |
| ALM First Financial Advisors, LLC | 0.08% | No change | 5,568 | $325K |
| SteelPeak Wealth, LLC | 0.01% | Add +17.6% | 5,460 | $319K |
| Byrne Financial Freedom, LLC | 0.14% | — | 5,448 | $318K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -8.2% | 5,413 | $316K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -7.0% | 5,362 | $313K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -22.0% | 5,295 | $309K |
| Secure Asset Management, LLC | 0.05% | Reduce -5.9% | 5,219 | $305K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.2% | 5,212 | $304K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -4.2% | 5,181 | $302K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | No change | 5,118 | $299K |
| Jmac Enterprises LLC | 0.05% | No change | 5,096 | $297K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 5,067 | $296K |
| Carrera Capital Advisors | 0.07% | Reduce -18.9% | 5,030 | $293K |
| IFP Advisors, Inc | 0.01% | Reduce -2.0% | 4,965 | $290K |
| Runnymede Capital Advisors, Inc. | 0.25% | — | 4,949 | $289K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.6% | 4,940 | $288K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -19.3% | 4,918 | $287K |
| Evoke Wealth, LLC | 0.01% | New | 4,878 | $285K |
| Cresset Asset Management, LLC | 0.00% | Reduce -12.4% | 4,874 | $284K |
| Forza Wealth Management, LLC | 0.13% | No change | 4,800 | $280K |
| Acropolis Investment Management, LLC | 0.02% | No change | 4,800 | $280K |
| Wealth Group, Ltd. | 0.18% | No change | 4,798 | $280K |
| Patten & Patten Inc. | 0.02% | Reduce -3.1% | 4,775 | $279K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +8.4% | 4,721 | $276K |
| Salem Investment Counselors Inc. | 0.01% | Add +41.5% | 4,686 | $273K |
| Prospera Financial Services Inc | 0.01% | Add +0.0% | 4,671 | $273K |
| DHK Financial Advisors, Inc. | 0.16% | No change | 4,620 | $270K |
| Corient Private Wealth LP | 0.00% | Reduce -6.4% | 8,822 | $266K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +27.5% | 4,560 | $266K |
| Northern Trust Corp. | 0.00% | New | 4,511 | $263K |
| Scotia Capital Inc. | 0.00% | No change | 4,505 | $263K |
| Wolverine Trading, LLC | 0.01% | New | 4,481 | $262K |
| Bernardo Wealth Planning LLC | 0.06% | Reduce -2.8% | 4,368 | $261K |
| American Institute for Advanced Investment Management, LLP | 0.19% | Reduce -30.6% | 4,430 | $258K |
| Great Lakes Retirement, Inc. | 0.03% | No change | 4,424 | $258K |
| Larson Financial Group LLC | 0.01% | Reduce -30.5% | 4,350 | $254K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 4,342 | $253K |
| Advisory Alpha, LLC | 0.01% | Add +0.2% | 4,302 | $251K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 3,955 | $250K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -11.4% | 4,286 | $250K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | New | 4,279 | $250K |
| Brevan Howard Capital Management LP | 0.01% | New | 4,204 | $245K |
| Tyche Wealth Partners LLC | 0.05% | Add +5.0% | 4,198 | $245K |
| Two Sigma Securities, LLC | 0.04% | New | 4,194 | $245K |
| Ring Mountain Capital, LLC | 0.16% | — | 4,124 | $241K |
| Northwest Financial Advisors | 0.20% | Add +68.8% | 4,069 | $237K |
| Valmark Advisers, Inc. | 0.00% | New | 4,005 | $234K |
| SPC Financial, Inc. | 0.02% | No change | 4,002 | $234K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 3,960 | $231K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 3,534 | $230K |
| Hudock, Inc. | 0.04% | New | 3,934 | $230K |
| Bank of New York Mellon Corp | 0.00% | No change | 3,927 | $229K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -9.2% | 3,921 | $229K |
| Colonial Trust Co / SC | 0.03% | Add +1.6% | 3,909 | $228K |
| Focus Financial Network, Inc. | 0.01% | No change | 3,904 | $228K |
| Sonoma Private Wealth LLC | 0.37% | Reduce -2.8% | 3,889 | $227K |
| FineMark National Bank & Trust | 0.01% | New | 3,823 | $223K |
| LaFleur & Godfrey LLC | 0.03% | Add +6.4% | 3,805 | $222K |
| Financial Advocates Investment Management | 0.01% | Reduce -33.3% | 3,784 | $221K |
| LexAurum Advisors, LLC | 0.04% | Reduce -9.3% | 3,775 | $220K |
| Keystone Wealth Services, LLC | 0.06% | No change | 3,771 | $220K |
| Cadent Capital Advisors, LLC | 0.08% | Add +0.2% | 3,737 | $218K |
| Prosperity Financial Group, Inc. | 0.11% | No change | 3,694 | $216K |
| Sterling Financial Planning, Inc. | 0.08% | Reduce -26.8% | 3,623 | $211K |
| Marcum Wealth, LLC | 0.02% | Reduce -0.7% | 3,577 | $209K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 3,571 | $208K |
| Hilltop National Bank | 0.06% | No change | 3,555 | $207K |
| One Capital Management, LLC | 0.01% | Reduce -0.8% | 3,554 | $207K |
| Martin Capital Advisors, LLP | 0.13% | No change | 3,545 | $207K |
| GeoWealth Management, LLC | 0.01% | Add +1.5% | 3,540 | $207K |
| Howard Financial Services, LTD. | 0.03% | Add +0.1% | 3,513 | $205K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -15.2% | 3,511 | $205K |
| Fortis Capital Advisors, LLC | 0.07% | Reduce -1.8% | 3,475 | $204K |
| Acorn Wealth Advisors, LLC | 0.08% | Reduce -7.3% | 3,473 | $203K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 3,472 | $203K |
| Global View Capital Management LLC | 0.07% | — | 3,458 | $202K |
| WR Wealth Planners, LLC | 0.06% | Reduce -32.5% | 3,440 | $201K |
| Clearstead Trust, LLC | 0.04% | No change | 3,400 | $198K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 3,480 | $196K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.0% | 3,349 | $195K |
| Activest Wealth Management | 0.05% | Add +0.1% | 3,296 | $192K |
| Rosenberg Matthew Hamilton | 0.05% | Add +9.1% | 3,090 | $180K |
| Future Financial Wealth Managment LLC | 0.13% | Reduce -0.7% | 3,060 | $179K |
| MGB Wealth Management, LLC | 0.05% | No change | 3,024 | $176K |
| Ameriflex Group, Inc. | 0.08% | — | 2,720 | $174K |
| AE Wealth Management LLC | 0.00% | New | 2,941 | $172K |
| Peterson Wealth Services | 0.05% | No change | 2,910 | $170K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,700 | $158K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,585 | $151K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.0% | 2,494 | $146K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -95.0% | 2,361 | $138K |
| Transcendent Capital Group LLC | 0.07% | No change | 2,202 | $128K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 2,146 | $125K |
| Montag A & Associates Inc. | 0.01% | Add +13.7% | 2,070 | $121K |
| Blue Trust, Inc. | 0.00% | Add +86.5% | 1,981 | $116K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -31.0% | 1,961 | $114K |
| Concord Wealth Partners | 0.02% | Reduce -10.5% | 1,929 | $113K |
| Arax Advisory Partners | 0.01% | Add +122.1% | 1,906 | $111K |
| Whittier Trust Co. | 0.00% | No change | 1,806 | $105K |
| Monetary Management Group Inc. | 0.03% | No change | 1,700 | $99K |
| Founders Capital Management | 0.06% | Add +0.2% | 1,690 | $99K |
| Register Financial Advisors LLC | 0.05% | No change | 1,585 | $92K |
| Aptus Capital Advisors, LLC | 0.00% | Add +414.1% | 1,496 | $87K |
| Sandy Spring Bank | 0.00% | Reduce -4.7% | 1,453 | $85K |
| Global Trust Asset Management, LLC | 0.03% | Reduce -52.5% | 1,450 | $85K |
| Financial Perspectives, Inc | 0.03% | Add +0.1% | 1,446 | $84K |
| Ascentis Wealth Management, LLC | 0.03% | No change | 1,404 | $82K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,373 | $80K |
| Mainstream Capital Management LLC | 0.05% | New | 1,330 | $78K |
| Howe & Rusling Inc. | 0.01% | Add +8.1% | 1,297 | $76K |
| First United Bank & Trust | 0.03% | Reduce -39.4% | 1,290 | $75K |
| Franklin Resources Inc. | 0.00% | No change | 1,220 | $71K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.1% | 1,141 | $67K |
| Catherine Avery Investment Management LLC | 0.06% | — | 1,112 | $65K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.8% | 1,081 | $63K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,072 | $63K |
| Optimum Investment Advisors | 0.03% | No change | 1,068 | $62K |
| Assetmark, Inc. | 0.00% | Reduce -36.8% | 1,021 | $60K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,020 | $60K |
| Avalon Trust Co | 0.00% | No change | 1,000 | $58K |
| Golden State Wealth Management, LLC | 0.01% | — | 940 | $55K |
| TD Private Client Wealth LLC | 0.00% | No change | 936 | $55K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 933 | $54K |
| Tsfg, LLC | 0.01% | No change | 900 | $53K |
| Truvestments Capital LLC | 0.01% | No change | 900 | $53K |
| Clean Yield Group | 0.02% | No change | 840 | $49K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -8.7% | 840 | $49K |
| Synergy Asset Management, LLC | 0.00% | New | 824 | $49K |
| Canton Hathaway, LLC | 0.01% | No change | 828 | $48K |
| Colonial Trust Advisors | 0.00% | Add +225.2% | 761 | $44K |
| American National Bank & Trust | 0.00% | No change | 750 | $44K |
| Key Financial Inc | 0.01% | Add +0.1% | 711 | $42K |
| AllSquare Wealth Management LLC | 0.02% | No change | 696 | $41K |
| CoreCap Advisors, LLC | 0.00% | Add +1.5% | 688 | $40K |
| Legend Financial Advisors, Inc. | 0.03% | Add +14.2% | 685 | $40K |
| Millstone Evans Group, LLC | 0.03% | — | 666 | $39K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 666 | $39K |
| Hemington Wealth Management | 0.01% | No change | 659 | $38K |
| Mather Group, Llc. | 0.00% | No change | 646 | $38K |
| Sound Income Strategies, LLC | 0.00% | No change | 633 | $37K |
| Clearstead Advisors, LLC | 0.00% | No change | 633 | $37K |
| Ballast Advisors LLC | 0.01% | No change | 630 | $37K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 628 | $37K |
| Aspect Partners, LLC | 0.02% | New | 600 | $35K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $35K |
| Comprehensive Financial Planning, Inc. | 0.03% | — | 566 | $33K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | — | 566 | $33K |
| Copia Wealth Management | 0.03% | — | 564 | $33K |
| WealthShield Partners, LLC | 0.00% | Reduce -70.1% | 518 | $30K |
| GAMMA Investing LLC | 0.00% | No change | 516 | $30K |
| Valley National Advisers Inc. | 0.01% | Reduce -8.7% | 507 | $29K |
| Modus Advisors, LLC | 0.01% | New | 480 | $28K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 450 | $26K |
| Union Savings Bank | 0.01% | No change | 450 | $26K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | — | 420 | $25K |
| Ethos Financial Group, LLC | 0.00% | New | 413 | $24K |
| High Note Wealth, LLC | 0.01% | New | 408 | $24K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 390 | $23K |
| Park Square Financial Group, LLC | 0.02% | — | 375 | $22K |
| Ancora Advisors LLC | 0.00% | Reduce -51.0% | 373 | $22K |
| North Star Investment Management Corp. | 0.00% | Reduce -52.6% | 360 | $21K |
| Rothschild Investment LLC | 0.00% | No change | 356 | $21K |
| Bokf, NA | 0.00% | No change | 333 | $20K |
| Archer Investment Corp | 0.01% | No change | 336 | $20K |
| Westside Investment Management, Inc. | 0.00% | No change | 330 | $19K |
| NBT Bank, N.A. | 0.00% | No change | 318 | $19K |
| Main Management LLC | 0.00% | No change | 317 | $18K |
| Creekmur Asset Management LLC | 0.00% | No change | 294 | $17K |
| Fifth Third Bancorp | 0.00% | Reduce -45.2% | 290 | $17K |
| Gen-Wealth Partners Inc | 0.01% | No change | 277 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 261 | $15K |
| MCF Advisors LLC | 0.00% | No change | 261 | $15K |
| CENTRAL TRUST Co | 0.00% | No change | 261 | $15K |
| Investment Management Corp. /Va/ | 0.01% | — | 254 | $15K |
| Albion Financial Group | 0.00% | No change | 240 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | New | 237 | $14K |
| Horizon Investments, LLC | 0.00% | New | 219 | $13K |
| Measured Risk Portfolios, Inc. | 0.01% | — | 213 | $12K |
| TruNorth Capital Management, LLC | 0.00% | New | 208 | $12K |
| Phillips Financial Management, LLC | 0.00% | No change | 200 | $12K |
| Cardinal Strategic Wealth Guidance | 0.00% | New | 193 | $11K |
| Tucker Asset Management LLC | 0.00% | Reduce -53.6% | 192 | $11K |
| 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 |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -66.7% | 150 | $9K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 139 | $8K |
| Hanson & Doremus Investment Management | 0.00% | No change | 138 | $8K |
| Aventura Private Wealth, LLC | 0.00% | — | 126 | $7K |
| Eastern Bank | 0.00% | No change | 126 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -52.6% | 125 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 120 | $7K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 120 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 120 | $7K |
| NFSG Corp | 0.00% | New | 107 | $6K |
| City State Bank | 0.00% | No change | 105 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +13.0% | 104 | $6K |
| Accredited Wealth Management, LLC | 0.01% | — | 102 | $6K |
| Transce3nd, LLC | 0.00% | — | 102 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 102 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 102 | $6K |
| Realta Investment Advisors | 0.00% | Add +150.0% | 100 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $6K |
| Evermay Wealth Management LLC | 0.00% | No change | 100 | $6K |
| New Republic Capital, LLC | 0.00% | New | 93 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 90 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 84 | $5K |
| TD Capital Management LLC | 0.00% | No change | 81 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -7.2% | 77 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 77 | $4K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 71 | $4K |
| Roxbury Financial LLC | 0.00% | — | 58 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 58 | $3K |
| Bangor Savings Bank | 0.00% | New | 57 | $3K |
| IMG Wealth Management, Inc. | 0.00% | — | 55 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 55 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 54 | $3K |
| Arcadia Investment Management Corp. | 0.00% | Add +18.6% | 51 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 50 | $3K |
| Lee Danner & Bass Inc. | 0.00% | New | 48 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 36 | $2K |
| Avion Wealth | 0.00% | Reduce -41.5% | 38 | $2K |
| UMB Bank, n.a. | 0.00% | New | 33 | $2K |
| Centricity Wealth Management, LLC | 0.00% | — | 31 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 30 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 24 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 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 -50.0% | 3 | $1K |
| Lanark Financial, Inc. | 0.08% | — | 15 | $875 |
| Bernard Wealth Management Corp. | 0.00% | — | 12 | $701 |
| Caitlin John, LLC | 0.00% | No change | 7 | $408 |
| First Pacific Financial | 0.00% | No change | 6 | $357 |
"% 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.