iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q1 2024 (March 31)728holders
2famous investors
$118.26avg. 13F price*
At the end of Q1 2024, 728 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings. The largest holders were Morgan Stanley ($478.9M), Wells Fargo & Company ($448.9M) and FMR LLC ($394.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares S&P Mid-Cap 400 Valu
- CUSIP
- 464287705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $25.7M |
| Exits | 46 | $34.0M |
Ownership 728 holders
| Morgan Stanley | 0.04% | Add +0.2% | 4,048,737 | $478.9M |
| Wells Fargo & Company | 0.12% | Reduce -0.4% | 3,794,766 | $448.9M |
| FMR LLC | 0.03% | Reduce -2.7% | 3,336,283 | $394.6M |
| Bank of America Corp. | 0.03% | Add +11.5% | 2,473,304 | $292.6M |
| UBS Group AG | 0.08% | Reduce -1.1% | 1,939,473 | $229.4M |
| Envestnet Asset Management Inc. | 0.08% | Add +1.3% | 1,722,049 | $203.7M |
| PNC Financial Services Group, Inc. | 0.11% | Add +0.5% | 1,303,911 | $154.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -5.3% | 928,097 | $109.9M |
| D.A. Davidson & Co. | 0.91% | Reduce -0.1% | 856,735 | $101.3M |
| Financial Engines Advisors L.L.C. | 0.21% | Reduce -1.8% | 779,046 | $92.2M |
| Raymond James & Associates | 0.06% | Reduce -1.8% | 693,011 | $82.0M |
| Cullen/Frost Bankers, Inc. | 1.21% | Add +20.7% | 690,549 | $81.7M |
| Northern Trust Corp. | 0.01% | Add +0.9% | 671,326 | $79.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +1.9% | 622,147 | $73.6M |
| Evensky & Katz LLC | 5.06% | Add +1.3% | 606,003 | $71.7M |
| LPL Financial LLC | 0.04% | Reduce -8.8% | 588,421 | $69.6M |
| Midland Wealth Advisors, LLC | 4.20% | Add +2.4% | 577,135 | $68.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -14.1% | 503,016 | $59.5M |
| Royal Bank of Canada | 0.01% | Add +4.5% | 500,594 | $59.2M |
| Commonwealth Equity Services, LLC | 0.08% | Add +50.4% | 426,641 | $50.5M |
| GW Henssler & Associates Ltd. | 2.91% | Add +4.8% | 419,075 | $49.6M |
| Willis Johnson & Associates, Inc. | 4.27% | Add +1.8% | 415,016 | $49.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 379,214 | $44.9M |
| Wilmington Savings Fund Society, FSB | 1.69% | — | 372,946 | $44.1M |
| Baird Financial Group, Inc. | 0.09% | Add +1.2% | 368,449 | $43.6M |
| MAI Capital Management | 0.44% | Add +1.6% | 355,658 | $42.1M |
| Lido Advisors, LLC | 0.37% | Add +100.9% | 345,926 | $40.9M |
| Bokf, NA | 0.70% | Reduce -1.1% | 330,061 | $38.7M |
| HighTower Advisors, LLC | 0.06% | Add +23.0% | 320,830 | $37.9M |
| Truist Financial Corp. | 0.05% | Reduce -3.6% | 297,890 | $35.2M |
| Pathstone Holdings, LLC | 0.15% | Add +5.8% | 269,212 | $31.8M |
| Creative Planning | 0.03% | Reduce -4.2% | 259,136 | $30.7M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +144.6% | 256,891 | $30.4M |
| Duff & Phelps Investment Management Co. | 0.34% | No change | 240,735 | $28.5M |
| Cerity Partners LLC | 0.07% | Reduce -1.4% | 234,140 | $27.7M |
| Mesirow Financial Investment Management, Inc. | 0.60% | Add +7.5% | 221,843 | $26.2M |
| Courier Capital LLC | 1.85% | Add +1.1% | 216,049 | $25.6M |
| Rockefeller Capital Management L.P. | 0.07% | Add +2.9% | 210,801 | $24.9M |
| Osaic Holdings, Inc. | 0.06% | Add +9.4% | 210,073 | $24.9M |
| Rehmann Capital Advisory Group | 1.70% | Add +6.0% | 192,734 | $22.8M |
| 1834 Investment Advisors Co. | 2.60% | Reduce -9.3% | 184,720 | $21.9M |
| Keybank National Association | 0.09% | Reduce -0.7% | 181,843 | $21.5M |
| Arax Advisory Partners | 2.27% | Reduce -1.6% | 181,652 | $21.5M |
| Salomon & Ludwin, LLC | 1.82% | Reduce -1.9% | 179,239 | $21.2M |
| Stifel Financial Corp. | 0.02% | Add +31.7% | 176,925 | $20.9M |
| Bank of Montreal | 0.01% | Reduce -7.8% | 175,165 | $20.8M |
| Wealth Advisory Solutions, LLC | 5.33% | Add +12.6% | 173,866 | $20.6M |
| Equitable Holdings, Inc. | 0.22% | Add +1.3% | 168,652 | $19.9M |
| Mariner, LLC | 0.04% | Reduce -0.6% | 167,995 | $19.9M |
| SPC Financial, Inc. | 1.84% | Add +1.1% | 165,764 | $19.6M |
| Corient Private Wealth LP | 0.03% | Add +124.7% | 161,414 | $19.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -3.2% | 152,737 | $18.1M |
| Jmac Enterprises LLC | 3.30% | Add +8.2% | 150,138 | $17.8M |
| Cetera Investment Advisers | 0.04% | Add +95.5% | 133,825 | $15.8M |
| Sterling Financial Planning, Inc. | 6.21% | Add +1.4% | 129,620 | $15.3M |
| Capital Advisors, Ltd. LLC | 1.97% | Reduce -0.3% | 127,747 | $15.1M |
| First Merchants Corp. | 1.13% | Reduce -14.4% | 126,550 | $15.0M |
| ETF Portfolio Partners, Inc. | 4.70% | Add +19.6% | 125,453 | $14.8M |
| Comerica Bank | 0.06% | Reduce -3.6% | 125,411 | $14.8M |
| Lutz Financial Services LLC | 1.29% | Reduce -2.6% | 124,413 | $14.7M |
| Texas Yale Capital Corp. | 0.61% | No change | 115,243 | $13.6M |
| Blue Edge Capital, LLC | 2.22% | Add +4.1% | 112,629 | $13.3M |
| GHP Investment Advisors, Inc. | 0.65% | Reduce -0.9% | 111,142 | $13.1M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +9.1% | 108,787 | $12.9M |
| Ellis Investment Partners, LLC | 2.79% | Reduce -1.7% | 108,612 | $12.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +4.8% | 104,979 | $12.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.1% | 103,364 | $12.2M |
| Flaharty Asset Management, LLC | 1.81% | Add +14.3% | 103,343 | $12.2M |
| Moneta Group Investment Advisors LLC | 0.20% | Add +70.3% | 102,414 | $12.1M |
| Jones Financial Companies LLLP | 0.02% | Add +2.6% | 100,611 | $11.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +223.1% | 99,857 | $11.8M |
| M&T Bank Corp | 0.04% | Reduce -17.7% | 96,944 | $11.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -0.5% | 95,260 | $11.3M |
| Asset Management Group, Inc. | 1.63% | Add +0.1% | 90,637 | $10.7M |
| Cassaday & Co Wealth Management LLC | 0.34% | Reduce -0.4% | 87,983 | $10.4M |
| Wealthspire Advisors, LLC | 0.14% | Add +5.7% | 86,648 | $10.2M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +9.8% | 82,381 | $9.7M |
| Nations Financial Group Inc, /Ia/ | 0.81% | Reduce -2.8% | 81,549 | $9.6M |
| Fifth Third Bancorp | 0.04% | Reduce -1.6% | 80,869 | $9.6M |
| US Bancorp \de | 0.01% | Reduce -2.4% | 80,233 | $9.5M |
| Natixis Advisors, LLC | 0.02% | Reduce -1.0% | 75,426 | $8.9M |
| Greenup Street Wealth Management LLC | 2.21% | Add +2.9% | 74,488 | $8.8M |
| Mill Creek Capital Advisors, LLC | 0.23% | No change | 72,226 | $8.5M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -0.2% | 70,515 | $8.3M |
| MML Investors Services, LLC | 0.03% | Add +10.1% | 69,541 | $8.2M |
| Omega Financial Group, LLC | 3.35% | Add +3.6% | 69,152 | $8.2M |
| Ullmann Wealth Partners Group, LLC | 1.18% | Reduce -1.8% | 66,883 | $7.9M |
| Cibc World Market Inc. | 0.02% | Reduce -1.5% | 62,386 | $7.4M |
| Captrust Financial Advisors | 0.03% | Reduce -3.4% | 59,350 | $7.0M |
| First Hawaiian Bank | 0.22% | Reduce -15.8% | 58,763 | $7.0M |
| Merriman Wealth Management, LLC | 0.31% | Reduce -5.0% | 58,581 | $6.9M |
| Greenleaf Trust | 0.06% | Reduce -5.3% | 58,345 | $6.9M |
| Associated Banc-Corp | 0.22% | Add +4.0% | 58,258 | $6.9M |
| One Capital Management, LLC | 0.25% | Reduce -2.3% | 57,780 | $6.8M |
| LMG Wealth Partners, LLC | 1.71% | Reduce -0.1% | 57,383 | $6.8M |
| Etfidea, LLC | 2.22% | Reduce -0.2% | 54,954 | $6.5M |
| Regions Financial Corp. | 0.05% | Reduce -2.4% | 53,977 | $6.4M |
| IFP Advisors, Inc | 0.28% | Reduce -0.4% | 53,683 | $6.4M |
| Oldfather Financial Services, LLC | 2.51% | Add +1.8% | 51,626 | $6.1M |
| Focus Partners Wealth | 0.05% | Add +554.6% | 51,176 | $6.1M |
| Asset Dedication, LLC | 0.45% | Reduce -9.2% | 50,577 | $6.0M |
| Becker Capital Management Inc. | 0.20% | No change | 48,804 | $5.8M |
| First Citizens Financial Corp | 3.41% | Reduce -0.2% | 48,525 | $5.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -27.1% | 46,758 | $5.6M |
| Bryn Mawr Trust Advisors, LLC | 0.32% | Reduce -12.7% | 46,949 | $5.6M |
| Ironwood Financial, llc | 1.26% | Reduce -0.2% | 46,409 | $5.5M |
| Broadview Financial Management, LLC | 3.95% | Reduce -1.6% | 45,869 | $5.4M |
| Hudson Capital Management LLC | 1.91% | Reduce -3.6% | 45,200 | $5.3M |
| Pittenger & Anderson Inc. | 0.21% | No change | 44,390 | $5.3M |
| NorthCrest Asset Manangement, LLC | 0.18% | Reduce -2.3% | 43,797 | $5.2M |
| Foundation Wealth Management, LLC | 4.09% | Reduce -2.3% | 42,435 | $5.0M |
| Ifrah Financial Services, Inc. | 1.39% | Reduce -3.2% | 41,859 | $5.0M |
| Smith Chas P & Associates Pa Cpas | 0.30% | Reduce -1.7% | 41,581 | $4.9M |
| JNBA Financial Advisors | 0.51% | Reduce -3.7% | 41,155 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.8% | 41,039 | $4.9M |
| BKM Wealth Management, LLC | 2.08% | Add +3.8% | 40,926 | $4.8M |
| JFS Wealth Advisors, LLC | 0.38% | Add +34.1% | 40,821 | $4.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.75% | Add +45.9% | 39,707 | $4.7M |
| Signature Estate & Investment Advisors LLC | 0.13% | Reduce -0.4% | 39,256 | $4.6M |
| King Wealth Management Group | 0.81% | Reduce -0.7% | 38,951 | $4.6M |
| Campion Asset Management | 3.54% | Reduce -10.5% | 38,673 | $4.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -6.9% | 38,340 | $4.5M |
| Goelzer Investment Management, Inc. | 0.25% | Reduce -0.5% | 37,811 | $4.5M |
| Centerpoint Advisors, LLC | 1.65% | Reduce -3.1% | 37,251 | $4.4M |
| Sierra Capital LLC | 0.57% | Add +0.1% | 37,053 | $4.4M |
| Bank of Stockton | 1.33% | Reduce -1.9% | 36,524 | $4.3M |
| Bleakley Financial Group, LLC | 0.12% | Reduce -0.2% | 34,560 | $4.1M |
| Simplicity Wealth,LLC | 0.10% | New | 34,560 | $4.1M |
| Brightwater Advisory LLC | 3.27% | Reduce -0.7% | 34,385 | $4.1M |
| LTG Capital LLC | 3.43% | Reduce -0.3% | 32,907 | $4.0M |
| Coldstream Capital Management Inc. | 0.10% | No change | 33,695 | $4.0M |
| SOL Capital Management CO | 0.49% | Reduce -3.1% | 33,167 | $3.9M |
| Heritage Wealth Advisors | 0.18% | No change | 37,748 | $3.9M |
| Cranbrook Wealth Management, LLC | 0.97% | Reduce -1.6% | 32,588 | $3.9M |
| River Wealth Advisors LLC | 0.56% | Reduce -2.7% | 32,546 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +48.9% | 32,478 | $3.8M |
| Csenge Advisory Group | 0.21% | Add +5.4% | 32,198 | $3.8M |
| Alesco Advisors, LLC, An ESL Co | 0.13% | Reduce -64.1% | 32,145 | $3.8M |
| Financial Counselors Inc. | 0.06% | Add +1.3% | 31,416 | $3.7M |
| Glass Jacobson Investment Advisors llc | 1.38% | Reduce -0.1% | 31,102 | $3.7M |
| Factorial Partners, LLC | 2.05% | No change | 30,500 | $3.6M |
| Nikulski Financial, Inc. | 1.19% | Reduce -1.5% | 30,372 | $3.6M |
| Avantax Advisory Services, Inc. | 0.03% | Add +66.6% | 29,862 | $3.5M |
| Trail Ridge Investment Advisors, LLC | 1.95% | Add +6.2% | 29,195 | $3.5M |
| Sigma Planning Corp | 0.11% | Add +161.9% | 28,709 | $3.4M |
| Betterment LLC | 0.01% | Reduce -62.7% | 28,061 | $3.3M |
| Soltis Investment Advisors LLC | 0.37% | Add +3.8% | 27,887 | $3.3M |
| Modera Wealth Management, LLC | 0.05% | Reduce -0.1% | 27,846 | $3.3M |
| Members Trust Co | 0.10% | Reduce -7.2% | 27,840 | $3.3M |
| Bluespring Wealth Management, LLC | 0.36% | Reduce -18.3% | 27,569 | $3.3M |
| Prosperity Planning, Inc. | 1.55% | Reduce -0.2% | 27,021 | $3.2M |
| Vance Wealth, LLC | 1.25% | Reduce -2.3% | 26,475 | $3.1M |
| Neumann Capital Management, LLC | 1.09% | No change | 25,830 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Add +0.7% | 25,575 | $3.0M |
| Mutual Advisors, LLC | 0.10% | Add +1146.5% | 25,179 | $3.0M |
| Lincoln National Corp. | 0.05% | Reduce -44.9% | 25,053 | $3.0M |
| DDFG, Inc | 0.93% | Reduce -45.8% | 24,617 | $2.9M |
| McElhenny Sheffield Capital Management, LLC | 1.02% | Reduce -2.5% | 25,544 | $2.9M |
| Fifth Third Wealth Advisors LLC | 0.44% | New | 23,793 | $2.8M |
| UMB Bank, n.a. | 0.04% | Reduce -3.0% | 23,598 | $2.8M |
| Smith Shellnut Wilson LLC | 1.48% | Reduce -2.9% | 23,541 | $2.8M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | No change | 23,437 | $2.8M |
| Pinnacle Financial Partners Inc | 0.06% | Add +10.8% | 23,234 | $2.7M |
| LVZ, Inc. | 0.37% | Reduce -10.9% | 23,049 | $2.7M |
| First Trust Advisors LP | 0.00% | Add +2.3% | 22,627 | $2.7M |
| Quadrant Private Wealth Management, LLC | 0.67% | Add +0.3% | 22,392 | $2.6M |
| Commerce Bank | 0.02% | Reduce -1.9% | 22,074 | $2.6M |
| Bragg Financial Advisors, Inc | 0.12% | Reduce -1.9% | 22,035 | $2.6M |
| Oxler Private Wealth LLC | 1.01% | Reduce -1.8% | 21,759 | $2.6M |
| Allworth Financial LP | 0.02% | Reduce -7.1% | 21,724 | $2.6M |
| TD Private Client Wealth LLC | 0.08% | Reduce -0.6% | 21,717 | $2.6M |
| Heck Capital Advisors, LLC | 0.38% | Add +4.7% | 21,159 | $2.5M |
| Glenmede Trust Co. NA | 0.01% | Add +0.4% | 20,846 | $2.5M |
| Milestone Asset Management, LLC | 0.70% | New | 20,707 | $2.4M |
| Tiemann Investment Advisors, LLC | 1.08% | Reduce -1.0% | 20,356 | $2.4M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -9.7% | 20,114 | $2.4M |
| Stokes Family Office, LLC | 0.30% | Add +0.1% | 19,973 | $2.4M |
| Phillips Financial Management, LLC | 0.19% | Reduce -10.7% | 19,854 | $2.3M |
| Family Firm, Inc. | 0.57% | Reduce -2.0% | 19,647 | $2.3M |
| Guidance Point Advisors, LLC | 0.79% | Add +0.2% | 19,629 | $2.3M |
| SpiderRock Advisors, LLC | 0.07% | — | 20,428 | $2.3M |
| Sound Income Strategies, LLC | 0.17% | New | 19,423 | $2.3M |
| HB Wealth Management, LLC | 0.03% | Add +12.0% | 19,261 | $2.3M |
| Presilium Private Wealth, LLC | 0.60% | Reduce -4.6% | 19,115 | $2.3M |
| Platte River Wealth Advisors, LLC | 0.64% | Reduce -3.7% | 19,060 | $2.3M |
| Norway Savings Bank | 0.94% | Reduce -7.7% | 19,059 | $2.3M |
| Royal Fund Management, LLC | 0.25% | Add +15.7% | 18,425 | $2.2M |
| Blair William & Co. | 0.01% | Add +8.0% | 18,351 | $2.2M |
| Avior Wealth Management, LLC | 0.10% | Reduce -5.8% | 18,315 | $2.2M |
| Dumont & Blake Investment Advisors LLC | 0.61% | Add +1.4% | 18,015 | $2.1M |
| Sonata Capital Group Inc. | 0.96% | Reduce -5.4% | 17,830 | $2.1M |
| Ehrlich Financial Group | 1.75% | New | 17,582 | $2.1M |
| Financial Advocates Investment Management | 0.12% | Reduce -0.7% | 17,177 | $2.0M |
| Level Four Advisory Services, LLC | 0.11% | No change | 17,912 | $2.0M |
| Almanack Investment Partners, LLC. | 0.35% | No change | 17,145 | $2.0M |
| Pinnacle Bancorp, Inc. | 0.59% | Reduce -5.6% | 16,984 | $2.0M |
| Stordahl Capital Management, Inc. | 0.50% | Reduce -0.8% | 16,983 | $2.0M |
| Prospera Financial Services Inc | 0.06% | Reduce -69.5% | 16,936 | $2.0M |
| GC Wealth Management RIA, LLC | 0.40% | Add +9.3% | 16,867 | $2.0M |
| Park Place Capital Corp | 0.70% | Reduce -0.1% | 16,439 | $1.9M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -8.0% | 16,353 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +67.3% | 16,126 | $1.9M |
| Breakwater Capital Group | 0.48% | Add +4.2% | 16,065 | $1.9M |
| SOA Wealth Advisors, LLC. | 0.39% | Reduce -3.0% | 16,055 | $1.9M |
| Opes Wealth Management LLC | 0.44% | Reduce -1.7% | 16,003 | $1.9M |
| Commonwealth Financial Services, LLC | 0.45% | No change | 16,562 | $1.9M |
| Wintrust Investments LLC | 0.17% | Reduce -3.6% | 15,955 | $1.9M |
| Caldwell Trust Co | 0.22% | No change | 15,735 | $1.9M |
| Pacific Financial Group Inc. | 1.28% | Add +1.5% | 15,665 | $1.9M |
| Whitaker-Myers Wealth Managers, LTD. | 0.78% | Reduce -2.6% | 15,652 | $1.9M |
| Hamilton Capital, LLC | 0.14% | Add +20.4% | 15,517 | $1.8M |
| Composition Wealth, LLC | 0.05% | Reduce -0.4% | 15,471 | $1.8M |
| Carnegie Investment Counsel | 0.06% | Add +8.9% | 15,259 | $1.8M |
| Clearstead Advisors, LLC | 0.09% | Reduce -1.1% | 15,447 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +10.7% | 14,964 | $1.8M |
| StoneCrest Wealth Management, Inc. | 1.49% | Reduce -0.3% | 14,609 | $1.7M |
| American Trust | 0.14% | Reduce -10.0% | 14,108 | $1.7M |
| C2C Wealth Management, LLC | 1.65% | Reduce -0.3% | 14,084 | $1.7M |
| Cornerstone Advisory, LLC | 0.24% | No change | 14,000 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.6% | 13,986 | $1.7M |
| BlueChip Wealth Advisors LLC | 1.06% | Reduce -47.6% | 13,918 | $1.6M |
| 9258 Wealth Management, LLC | 0.26% | Reduce -2.6% | 13,918 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.4% | 13,932 | $1.6M |
| Vicus Capital | 0.15% | Add +8.1% | 13,613 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -57.8% | 13,361 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +5.3% | 13,327 | $1.6M |
| Allegheny Financial Group | 0.48% | Reduce -1.6% | 13,283 | $1.6M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.39% | Add +2.8% | 13,262 | $1.6M |
| Pure Financial Advisors, LLC | 0.05% | Reduce -2.0% | 13,185 | $1.6M |
| Renasant Bank | 1.11% | No change | 13,175 | $1.6M |
| Chicago Partners Investment Group LLC | 0.07% | Add +0.1% | 13,784 | $1.6M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.4% | 13,099 | $1.5M |
| Financial Planning & Information Services, Inc. | 0.23% | Reduce -10.1% | 13,024 | $1.5M |
| Operose Advisors LLC | 0.52% | New | 12,923 | $1.5M |
| Whittier Trust Co. | 0.02% | Reduce -0.7% | 12,888 | $1.5M |
| Strategic Blueprint, LLC | 0.11% | No change | 12,789 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -13.8% | 12,694 | $1.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0.50% | Add +6.1% | 12,678 | $1.5M |
| Heritage Wealth Management, Inc. | 1.47% | Reduce -6.3% | 12,494 | $1.5M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -1.4% | 12,435 | $1.5M |
| Capital Analysts, LLC | 0.07% | No change | 12,414 | $1.5M |
| Bangor Savings Bank | 0.15% | No change | 12,297 | $1.5M |
| Bessemer Group Inc. | 0.00% | No change | 12,275 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -14.3% | 12,227 | $1.4M |
| Peregrine Asset Advisers, Inc. | 0.57% | Reduce -1.6% | 12,159 | $1.4M |
| Crescent Grove Advisors, LLC | 0.15% | No change | 12,104 | $1.4M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -22.0% | 11,959 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.22% | No change | 11,919 | $1.4M |
| First Horizon Advisors, Inc. | 0.04% | Add +4.7% | 11,844 | $1.4M |
| Farmers & Merchants Investments Inc. | 0.05% | Add +0.1% | 11,795 | $1.4M |
| Acas, LLC | 1.35% | Reduce -1.0% | 11,765 | $1.4M |
| Flow Traders U.S. LLC | 0.07% | New | 11,655 | $1.4M |
| Claro Advisors Inc. | 0.24% | Add +18.6% | 11,595 | $1.4M |
| Waverly Advisors, LLC | 0.03% | Add +6.4% | 11,521 | $1.4M |
| Citigroup Inc. | 0.00% | Add +1.0% | 11,514 | $1.4M |
| AMG National Trust Bank | 0.04% | Add +0.1% | 11,471 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.6% | 11,356 | $1.3M |
| Shakespeare Wealth Management, LLC | 0.39% | Reduce -0.4% | 11,317 | $1.3M |
| Financial Partners Group, Inc | 0.21% | Reduce -6.3% | 11,151 | $1.3M |
| Tiaa Trust, National Association | 0.00% | Add +21.2% | 11,020 | $1.3M |
| Aft, Forsyth & Company, Inc. | 0.74% | Reduce -0.7% | 10,935 | $1.3M |
| Simon Quick Advisors, LLC | 0.09% | Reduce -9.0% | 10,708 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +131.6% | 10,689 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -3.3% | 10,601 | $1.3M |
| Rodgers & Associates, LTD | 0.16% | Add +0.8% | 10,486 | $1.2M |
| Strategic Wealth Partners Group, LLC | 0.13% | Add +0.0% | 10,323 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -0.8% | 10,270 | $1.2M |
| Essex LLC | 0.27% | Reduce -1.3% | 10,039 | $1.2M |
| MidAtlantic Capital Management, Inc. | 1.03% | No change | 9,879 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -0.2% | 9,712 | $1.1M |
| FAS Wealth Partners, Inc. | 0.10% | Add +2.2% | 9,564 | $1.1M |
| WealthShield Partners, LLC | 0.18% | Reduce -5.3% | 9,512 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Reduce -2.7% | 9,475 | $1.1M |
| Smith Anglin Financial, LLC | 0.12% | Reduce -25.1% | 9,472 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +65.9% | 9,424 | $1.1M |
| Keel Point, LLC | 0.11% | No change | 9,367 | $1.1M |
| Thompson Investment Management, Inc. | 0.17% | Add +11.1% | 9,259 | $1.1M |
| Cozad Asset Management Inc. | 0.11% | Reduce -72.1% | 9,234 | $1.1M |
| Sather Financial Group Inc | 0.08% | Reduce -2.6% | 9,190 | $1.1M |
| Cardiff Park Advisors, LLC | 0.10% | No change | 8,966 | $1.1M |
| Beirne Wealth Consulting Services, LLC | 0.44% | Reduce -1.8% | 8,780 | $1.0M |
| Private Ocean, LLC | 0.11% | No change | 8,756 | $1.0M |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -25.0% | 8,696 | $1.0M |
| Anderson Hoagland & Co. | 0.11% | No change | 8,966 | $1.0M |
| Bremer Bank National Association | 0.19% | Reduce -3.4% | 8,615 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +52.8% | 8,562 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -2.7% | 8,476 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +617.4% | 8,372 | $990K |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -2.9% | 8,343 | $987K |
| KMG Fiduciary Partners, LLC | 0.10% | No change | 8,315 | $984K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -0.8% | 8,300 | $982K |
| Venture Visionary Partners LLC | 0.05% | Add +0.2% | 8,126 | $961K |
| TAGStone Capital, Inc. | 0.56% | Add +0.3% | 8,074 | $955K |
| Houlihan Financial Resource Group, Ltd. | 0.42% | No change | 7,951 | $941K |
| Barometer Capital Management Inc. | 0.24% | Add +1.2% | 8,400 | $933K |
| Columbia Bank | 0.38% | — | 7,819 | $925K |
| Hirtle & Co., LLC | 0.05% | No change | 7,700 | $911K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -7.7% | 7,605 | $900K |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.1% | 7,560 | $894K |
| Hazlett, Burt & Watson, Inc. | 0.53% | Add +1.5% | 7,551 | $892K |
| Cambridge Financial Group, LLC | 0.42% | Reduce -0.2% | 7,428 | $879K |
| MainStreet Investment Advisors LLC | 0.11% | No change | 7,403 | $876K |
| Atlantic Edge Private Wealth Management, LLC | 0.30% | Reduce -2.9% | 7,340 | $868K |
| Renaissance Technologies | 0.00% | New | 7,300 | $864K |
| Griffin Asset Management, Inc. | 0.10% | Add +0.5% | 7,300 | $864K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +6.3% | 7,281 | $861K |
| Spire Wealth Management | 0.02% | Reduce -16.0% | 7,186 | $850K |
| Sunbelt Securities, Inc. | 0.09% | Reduce -7.5% | 7,173 | $849K |
| Savant Capital, LLC | 0.01% | Reduce -9.1% | 7,161 | $847K |
| Meridian Financial Advisors, LLC | 0.63% | Add +9.1% | 7,121 | $842K |
| Boston Family Office LLC | 0.06% | Reduce -19.1% | 7,019 | $830K |
| National Wealth Management Group, LLC | 0.65% | Add +4.4% | 7,013 | $830K |
| Mystic Asset Management, Inc. | 0.34% | Add +75.0% | 7,000 | $828K |
| Citizens Financial Group Inc. | 0.03% | Add +0.4% | 6,944 | $821K |
| Novak & Powell Financial Services, Inc. | 0.61% | Reduce -52.8% | 6,933 | $820K |
| Global Retirement Partners, LLC | 0.03% | Add +5.7% | 6,933 | $820K |
| Narwhal Capital Management | 0.08% | No change | 6,925 | $819K |
| Nemes Rush Group LLC | 0.11% | No change | 6,765 | $800K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -17.6% | 6,753 | $799K |
| Matthew Goff Investment Advisor, LLC | 0.16% | Reduce -32.5% | 6,655 | $787K |
| Meridian Investment Counsel Inc. | 0.26% | No change | 6,648 | $786K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.5% | 6,634 | $785K |
| Weinberger Asset Management, Inc | 0.38% | Reduce -14.2% | 6,632 | $784K |
| Panoramic Investment Advisors, LLC | 0.57% | Add +41.3% | 6,585 | $779K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.9% | 6,455 | $764K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -13.7% | 6,424 | $760K |
| Vanguard Group Inc. | 0.00% | Add +7.1% | 6,407 | $758K |
| Global Trust Asset Management, LLC | 0.31% | No change | 6,379 | $755K |
| Franklin Resources Inc. | 0.00% | Reduce -1.9% | 6,369 | $753K |
| Thomasville National Bank | 0.06% | No change | 6,368 | $753K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | No change | 6,350 | $751K |
| Quadrant Capital Group LLC | 0.06% | Add +45.8% | 6,329 | $749K |
| Harbour Capital Advisors, LLC | 0.18% | No change | 6,450 | $746K |
| Pinnacle Family Advisors, LLC | 0.39% | Reduce -2.5% | 6,112 | $723K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.17% | Add +0.3% | 6,078 | $719K |
| Independent Financial Group, LLC | 0.03% | Add +3.4% | 6,059 | $717K |
| Cadence Bank | 0.05% | No change | 6,037 | $714K |
| WNY Asset Management, LLC | 0.11% | Add +0.9% | 5,956 | $705K |
| AdvisorNet Financial, Inc | 0.07% | Reduce -26.9% | 5,915 | $700K |
| JMG Financial Group, Ltd. | 0.03% | Add +9.2% | 5,914 | $700K |
| Synovus Financial Corp. | 0.01% | Add +10.1% | 5,836 | $691K |
| Independence Bank of Kentucky | 0.21% | No change | 5,828 | $689K |
| HighMark Wealth Management LLC | 0.43% | Reduce -32.1% | 5,818 | $688K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +222.3% | 5,801 | $686K |
| Dakota Wealth Management | 0.02% | Add +5.4% | 5,774 | $683K |
| Journey Advisory Group, LLC | 0.08% | Reduce -86.7% | 5,726 | $677K |
| Kanawha Capital Management LLC | 0.05% | Add +20.6% | 5,685 | $672K |
| Moneco Advisors, LLC | 0.11% | Add +1.3% | 5,682 | $672K |
| McDaniel Terry & Co. | 0.06% | New | 5,646 | $668K |
| Motco | 0.04% | Add +166.2% | 5,603 | $663K |
| Private Capital Management LLC | 0.14% | Add +1.2% | 5,521 | $653K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -2.6% | 5,423 | $641K |
| Valley Forge Investment Consultants Inc. Adv | 0.25% | Reduce -14.0% | 5,417 | $641K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +28.4% | 5,404 | $639K |
| Harbor Investment Advisory, LLC | 0.07% | Add +3.7% | 5,395 | $638K |
| Objective Capital Management, LLC | 0.43% | Add +17.5% | 5,353 | $633K |
| Nwam LLC | 0.05% | Reduce -38.0% | 5,387 | $627K |
| Davidson Trust Co. | 0.36% | Add +0.6% | 5,290 | $626K |
| Saxon Interests, Inc. | 0.30% | Reduce -0.1% | 5,262 | $622K |
| Capital Investment Advisors, LLC | 0.01% | Add +36.1% | 5,259 | $622K |
| Cambridge Advisors Inc. | 0.14% | No change | 5,179 | $613K |
| Aspiriant, LLC | 0.03% | No change | 5,165 | $611K |
| Ameritas Advisory Services, LLC | 0.02% | Add +115.0% | 5,154 | $603K |
| Uptick Partners, LLC | 0.45% | Reduce -3.7% | 4,971 | $588K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -7.4% | 4,956 | $586K |
| SageView Advisory Group, LLC | 0.03% | Add +16.1% | 2,786 | $586K |
| Roberts Financial Services LLC | 0.12% | Reduce -16.8% | 4,951 | $586K |
| Total Wealth Planning, LLC | 0.10% | Reduce -6.8% | 4,935 | $584K |
| Ti-Trust, Inc. | 0.43% | New | 4,930 | $583K |
| First Citizens Asset Management, Inc. | 0.22% | Reduce -0.7% | 4,919 | $582K |
| American Financial & Tax Strategies Inc. | 0.31% | Reduce -0.2% | 4,891 | $579K |
| Cookson Peirce & Co. Inc. | 0.03% | Reduce -0.0% | 4,878 | $577K |
| Cwm, LLC | 0.00% | Reduce -33.1% | 4,853 | $574K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.9% | 4,837 | $572K |
| Awm Capital, LLC | 0.10% | No change | 4,822 | $570K |
| Montecito Bank & Trust | 0.11% | Reduce -4.0% | 4,790 | $567K |
| MSH Capital Advisors LLC | 0.20% | Add +1.0% | 4,725 | $559K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +33.0% | 4,723 | $559K |
| Flputnam Investment Management Co. | 0.01% | Add +0.5% | 4,719 | $558K |
| Cobblestone Capital Advisors LLC | 0.03% | Add +0.6% | 4,687 | $554K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -3.8% | 4,684 | $554K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -94.9% | 4,651 | $550K |
| Bailard, Inc. | 0.02% | Add +2.8% | 4,634 | $548K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,625 | $547K |
| EPG Wealth Management LLC | 0.13% | Add +0.2% | 4,621 | $547K |
| FWG Investments, LLC. | 0.59% | Reduce -6.4% | 4,602 | $544K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 4,587 | $543K |
| FC Advisory LLC | 0.20% | Reduce -1.7% | 4,576 | $541K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.04% | No change | 4,502 | $533K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -0.1% | 4,485 | $530K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.2% | 4,455 | $527K |
| Fiduciary Alliance LLC | 0.09% | Add +0.1% | 4,398 | $516K |
| Ancora Advisors LLC | 0.01% | No change | 4,300 | $509K |
| Sigma Investment Counselors Inc. | 0.03% | No change | 4,284 | $507K |
| Professional Financial Advisors, LLC | 0.14% | Add +22.2% | 4,273 | $505K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 4,225 | $500K |
| Naples Global Advisors, LLC | 0.05% | New | 4,214 | $498K |
| IHT Wealth Management, LLC | 0.02% | Add +14.5% | 4,121 | $488K |
| Belpointe Asset Management LLC | 0.04% | Reduce -6.6% | 4,108 | $486K |
| PFG Advisors | 0.04% | Reduce -0.2% | 4,070 | $481K |
| IFG Advisors, LLC | 0.12% | No change | 4,005 | $474K |
| Ironsides Asset Advisors, LLC | 0.16% | Add +100.0% | 4,000 | $473K |
| Wolff Financial Management LLC | 0.14% | No change | 4,000 | $473K |
| CreativeOne Wealth, LLC | 0.02% | New | 3,967 | $470K |
| PGIM Custom Harvest LLC | 0.01% | Add +6.0% | 3,924 | $464K |
| Main Street Financial Solutions, LLC | 0.05% | No change | 3,920 | $464K |
| Clayton Financial Group LLC | 0.21% | New | 3,910 | $463K |
| Country Club Bank | 0.03% | Reduce -0.5% | 3,875 | $458K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.8% | 3,866 | $457K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.6% | 4,468 | $453K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | No change | 3,828 | $453K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.26% | Add +6.0% | 3,809 | $451K |
| Financial Alternatives, Inc | 0.35% | No change | 3,806 | $450K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.0% | 3,794 | $449K |
| Hancock Whitney Corp. | 0.02% | Reduce -63.0% | 3,765 | $445K |
| Stephens Inc. | 0.01% | No change | 3,750 | $444K |
| Crestwood Advisors Group, LLC | 0.01% | Add +7.9% | 3,749 | $443K |
| TrinityBridge Ltd | 0.02% | No change | 3,741 | $442K |
| World Investment Advisors | 0.06% | Reduce -84.5% | 3,727 | $441K |
| FRG Family Wealth Advisors LLC | 0.09% | No change | 3,902 | $433K |
| Norwood Financial Corp | 0.62% | No change | 3,631 | $430K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 3,600 | $426K |
| MV Capital Management, Inc. | 0.05% | No change | 3,601 | $426K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -7.3% | 3,597 | $425K |
| Brighton Jones LLC | 0.02% | Reduce -11.6% | 3,556 | $421K |
| Foster & Motley Inc. | 0.03% | No change | 3,540 | $419K |
| Empower Advisory Group, LLC | 0.00% | Add +2.0% | 3,540 | $419K |
| Evergreen Capital Management LLC | 0.02% | Add +3.3% | 3,531 | $418K |
| Triangle Securities Wealth Management | 0.12% | Add +1.3% | 3,524 | $417K |
| Graypoint LLC | 0.03% | Reduce -24.4% | 3,523 | $417K |
| Ratio Wealth Group | 0.08% | Reduce -1.2% | 3,499 | $414K |
| Burke & Herbert Bank & Trust Co. | 0.31% | Reduce -1.3% | 3,486 | $412K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,456 | $409K |
| SouthState Bank Corp | 0.03% | Reduce -4.8% | 3,445 | $408K |
| Wesbanco Bank Inc. | 0.02% | Reduce -2.4% | 3,433 | $406K |
| Goldstein Advisors, LLC | 0.07% | No change | 3,420 | $405K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -2.5% | 3,417 | $404K |
| Trust Co. of Vermont | 0.02% | No change | 3,376 | $399K |
| Encompass Wealth Advisors, LLC | 0.11% | No change | 3,345 | $396K |
| Brown Advisory Inc. | 0.00% | Add +5.2% | 3,336 | $395K |
| Sensible Money, LLC | 0.21% | Add +3.5% | 3,330 | $394K |
| Wescott Financial Advisory Group, LLC | 0.05% | Reduce -6.2% | 3,312 | $392K |
| Independent Advisor Alliance | 0.01% | No change | 3,290 | $389K |
| Washington Trust Bank | 0.04% | No change | 3,270 | $387K |
| Callan Family Office, LLC | 0.09% | Reduce -4.0% | 3,251 | $385K |
| Fiduciary Trust Co | 0.01% | Add +14.3% | 3,230 | $382K |
| Rockbridge Investment Management, LCC | 0.06% | Reduce -32.6% | 3,222 | $381K |
| First Commonwealth Financial Corp | 0.10% | No change | 3,198 | $378K |
| Alpha Financial Advisors, LLC | 0.18% | No change | 3,184 | $377K |
| Heartwood Wealth Advisors LLC | 0.05% | Reduce -0.4% | 3,180 | $376K |
| TNF LLC | 0.15% | Add +0.0% | 3,327 | $375K |
| Gryphon Financial Partners LLC | 0.06% | No change | 3,152 | $373K |
| DAVENPORT & Co LLC | 0.00% | Add +0.8% | 3,143 | $372K |
| Parkside Financial Bank & Trust | 0.06% | Add +5.5% | 3,141 | $372K |
| Mechanics Bank Trust Department | 0.05% | No change | 3,134 | $371K |
| Quadcap Wealth Management, LLC | 0.08% | No change | 3,132 | $371K |
| Sage Financial Group Inc. | 0.03% | Reduce -0.2% | 3,103 | $367K |
| Independent Family Office, LLC | 0.20% | No change | 3,100 | $367K |
| Weil Company, Inc. | 0.14% | Add +0.0% | 3,083 | $365K |
| Wealthstar Advisors, LLC | 0.13% | New | 3,064 | $362K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.9% | 3,063 | $362K |
| Kwmg, LLC | 0.04% | No change | 3,028 | $358K |
| United Community Bank | 0.14% | Reduce -21.8% | 3,002 | $355K |
| Ellevest, Inc. | 0.02% | Add +0.1% | 2,994 | $354K |
| Capital Square, LLC | 0.25% | New | 2,964 | $351K |
| Mission Wealth Management, LP | 0.01% | Add +15.5% | 2,957 | $350K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 2,922 | $346K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +39.5% | 2,895 | $342K |
| Compound Planning, Inc. | 0.03% | New | 2,886 | $341K |
| Argent Trust Co | 0.02% | No change | 2,871 | $340K |
| Mma Asset Management LLC | 0.16% | No change | 2,938 | $338K |
| Pettyjohn, Wood & White, Inc. | 0.07% | Reduce -12.0% | 2,850 | $337K |
| CRA Financial Services, LLC | 0.07% | Add +2.1% | 2,836 | $335K |
| Hilltop Holdings Inc. | 0.04% | Add +3.0% | 2,790 | $330K |
| Bridges Investment Management Inc. | 0.01% | No change | 2,789 | $330K |
| Zhang Financial LLC | 0.02% | Add +19.1% | 2,683 | $317K |
| Advisors Management Group Inc. | 0.08% | No change | 2,670 | $316K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 2,662 | $315K |
| Transform Wealth, LLC | 0.03% | No change | 2,647 | $313K |
| PBMares Wealth Management LLC | 0.08% | Add +0.1% | 2,641 | $312K |
| Atlas Brown,Inc. | 0.11% | Add +30.1% | 2,633 | $311K |
| Retirement Planning Co of New England, Inc. | 0.17% | No change | 2,620 | $310K |
| Waypoint Capital Advisors, LLC | 0.08% | No change | 2,608 | $309K |
| Dana Investment Advisors, Inc. | 0.01% | Add +15.2% | 2,601 | $308K |
| Sunesis Advisors, LLC | 0.18% | No change | 2,596 | $307K |
| AE Wealth Management LLC | 0.00% | Reduce -87.0% | 2,556 | $302K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -0.3% | 2,548 | $301K |
| Willner & Heller, LLC | 0.30% | Add +0.3% | 2,531 | $299K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +117.4% | 2,668 | $296K |
| MKT Advisors LLC | 0.16% | No change | 2,600 | $296K |
| Confluence Wealth Services, Inc. | 0.03% | No change | 2,478 | $293K |
| Signaturefd, LLC | 0.01% | Add +2.0% | 2,452 | $290K |
| Pegasus Partners Ltd. | 0.03% | No change | 2,436 | $288K |
| Haverford Trust Co | 0.00% | No change | 2,435 | $288K |
| Romano Brothers and Company | 0.04% | No change | 2,415 | $286K |
| Frank, Rimerman Advisors LLC | 0.05% | No change | 2,412 | $285K |
| Clarity Asset Management, Inc. | 0.20% | Add +0.3% | 2,401 | $284K |
| KCM Investment Advisors LLC | 0.01% | No change | 2,390 | $283K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,380 | $282K |
| QRG Capital Management, Inc. | 0.00% | Reduce -28.7% | 2,383 | $282K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | Reduce -1.9% | 2,374 | $281K |
| Valley National Advisers Inc. | 0.04% | Add +1.1% | 2,363 | $279K |
| Private Trust Co. NA | 0.03% | Reduce -28.1% | 2,354 | $278K |
| Meridian Wealth Management, LLC | 0.05% | Add +0.5% | 2,342 | $277K |
| Rockwood Wealth Management, LLC | 0.04% | Reduce -3.9% | 2,337 | $277K |
| Choreo, LLC | 0.01% | Reduce -0.3% | 2,336 | $276K |
| Portland Global Advisors LLC | 0.04% | No change | 2,336 | $276K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.2% | 2,327 | $275K |
| Mattern Wealth Management LLC | 0.07% | Add +1.2% | 2,310 | $273K |
| Imprint Wealth LLC | 0.07% | New | 2,330 | $273K |
| Sandy Spring Bank | 0.01% | Add +37.9% | 2,307 | $273K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,245 | $266K |
| Vickerman Investment Advisors, Inc. | 0.09% | Reduce -0.2% | 2,234 | $264K |
| Gen-Wealth Partners Inc | 0.13% | — | 2,215 | $262K |
| Waldron Private Wealth LLC | 0.01% | Add +4.8% | 2,196 | $260K |
| Riverwater Partners LLC | 0.19% | No change | 2,190 | $259K |
| Heritage Wealth Management, LLC | 0.13% | No change | 2,188 | $259K |
| Cosner Financial Group, LLC | 0.19% | Reduce -0.1% | 2,186 | $259K |
| Petra Financial Advisors Inc. | 0.19% | No change | 2,150 | $254K |
| LexAurum Advisors, LLC | 0.06% | Add +15.4% | 2,149 | $254K |
| IMS Capital Management | 0.12% | No change | 2,146 | $254K |
| First National Bank & Trust Co. of Newtown | 0.05% | No change | 2,142 | $253K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.3% | 2,124 | $251K |
| Hilltop National Bank | 0.09% | — | 2,116 | $250K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -6.2% | 2,108 | $249K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 2,098 | $248K |
| CPC Advisors, LLC | 0.04% | No change | 2,090 | $247K |
| International Assets Investment Management, LLC | 0.03% | Reduce -0.7% | 2,108 | $247K |
| Garde Capital, Inc. | 0.02% | No change | 2,096 | $247K |
| Parallel Advisors, LLC | 0.01% | Add +92.0% | 2,087 | $247K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -2.1% | 2,080 | $246K |
| Holland Advisory Services, Inc. | 0.27% | Add +0.3% | 2,076 | $246K |
| Aprio Wealth Management, LLC | 0.05% | Add +3.8% | 2,066 | $244K |
| Lyell Wealth Management, LP | 0.02% | Reduce -11.8% | 2,065 | $244K |
| Fayez Sarofim & Co | 0.00% | No change | 2,060 | $244K |
| JPL Wealth Management, LLC | 0.13% | New | 2,053 | $243K |
| Eclectic Associates Inc. | 0.11% | No change | 2,046 | $242K |
| Bar Harbor Wealth Management | 0.02% | Reduce -2.3% | 2,045 | $242K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.3% | 2,044 | $242K |
| Evergreen Private Wealth LLC | 0.12% | Reduce -43.7% | 2,043 | $242K |
| AlphaStar Capital Management, LLC | 0.02% | No change | 2,033 | $240K |
| NWF Advisory Services Inc. | 0.04% | No change | 2,033 | $240K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -63.0% | 2,029 | $240K |
| Wick Capital Partners, LLC | 0.23% | New | 2,026 | $240K |
| Brookstone Capital Management | 0.00% | Reduce -9.5% | 2,022 | $239K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -17.9% | 2,021 | $239K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 2,000 | $237K |
| Principal Securities, Inc. | 0.01% | Add +4.4% | 2,002 | $237K |
| DT Investment Partners, LLC | 0.02% | No change | 2,000 | $237K |
| Allied Investment Advisors, LLC | 0.06% | No change | 1,994 | $236K |
| Chapin Davis, Inc. | 0.09% | No change | 1,992 | $236K |
| Boston Financial Mangement LLC | 0.01% | No change | 1,948 | $230K |
| Ruggaard & Associates LLC | 0.11% | Add +0.1% | 1,943 | $230K |
| Heritage Financial Services, LLC | 0.03% | New | 1,940 | $229K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -2.3% | 1,935 | $229K |
| Appleton Partners Inc. | 0.02% | Reduce -1.3% | 1,911 | $226K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -2.5% | 1,898 | $224K |
| NewEdge Wealth, LLC | 0.01% | New | 1,970 | $222K |
| Lanark Financial, Inc. | 0.02% | No change | 1,768 | $219K |
| MBL Wealth, LLC | 0.02% | Reduce -0.6% | 1,820 | $215K |
| MB Generational Wealth, LLC | 0.17% | No change | 1,814 | $215K |
| Edge Capital Group, LLC | 0.01% | New | 1,807 | $214K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -1.1% | 1,804 | $213K |
| V2 Financial group LLC | 0.15% | No change | 1,800 | $213K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 1,800 | $213K |
| Wedmont Private Capital | 0.02% | Add +0.2% | 1,825 | $213K |
| Buttonwood Financial Advisors Inc. | 0.10% | No change | 1,798 | $213K |
| Dopkins Wealth Management, LLC | 0.13% | New | 1,797 | $213K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -80.9% | 1,783 | $211K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -10.4% | 1,885 | $210K |
| Compass Ion Advisors, LLC | 0.03% | Add +0.1% | 1,771 | $210K |
| Westwood Holdings Group Inc. | 0.00% | No change | 1,770 | $209K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,760 | $208K |
| Madden Advisory Services, Inc. | 0.11% | New | 1,750 | $207K |
| HCR Wealth Advisors | 0.03% | New | 1,737 | $206K |
| Destiny Capital Corp | 0.14% | New | 1,729 | $205K |
| SWP Financial LLC | 0.14% | New | 1,728 | $204K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -11.7% | 1,700 | $201K |
| Advisor Resource Council | 0.08% | New | 1,752 | $200K |
| Kowal Investment Group, LLC | 0.04% | New | 1,692 | $200K |
| National Bank of Canada | 0.00% | Add +5.6% | 1,710 | $199K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.3% | 1,603 | $190K |
| Woodmont Investment Counsel LLC | 0.02% | New | 1,585 | $188K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -3.1% | 1,580 | $187K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,496 | $176K |
| Key Financial Inc | 0.04% | No change | 1,483 | $175K |
| Bromfield Sneider Wealth Advisors | 0.11% | No change | 1,440 | $170K |
| Smithfield Trust Co | 0.01% | No change | 1,422 | $168K |
| Mascoma Wealth Management LLC | 0.05% | No change | 1,393 | $165K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.3% | 1,390 | $164K |
| HM Payson & Co. | 0.00% | Reduce -10.0% | 1,367 | $162K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,338 | $158K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +3.5% | 1,329 | $157K |
| Grove Bank & Trust | 0.03% | No change | 1,305 | $154K |
| Creative Financial Designs Inc. | 0.01% | Reduce -76.8% | 1,292 | $153K |
| Rothschild Investment LLC | 0.01% | No change | 1,290 | $153K |
| Front Row Advisors LLC | 0.06% | No change | 1,283 | $152K |
| Macroview Investment Management LLC | 0.17% | Add +2.4% | 1,281 | $152K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +17657.1% | 1,243 | $147K |
| PFS Partners, LLC | 0.10% | No change | 1,215 | $144K |
| TFC Financial Management, Inc. | 0.03% | Add +0.1% | 1,198 | $142K |
| Mechanics Financial Corp | 0.07% | No change | 1,196 | $141K |
| Bogart Wealth, LLC | 0.01% | Add +2.4% | 1,193 | $141K |
| Legacy Bridge, LLC | 0.08% | No change | 1,185 | $140K |
| LRI Investments, LLC | 0.04% | — | 1,180 | $140K |
| Mather Group, Llc. | 0.00% | New | 1,223 | $139K |
| Main Street Group, LTD | 0.07% | No change | 1,185 | $139K |
| Russell Investments Group, Ltd. | 0.00% | Add +8.3% | 1,116 | $132K |
| AlphaCore Capital LLC | 0.03% | Reduce -4.4% | 1,089 | $129K |
| Continuum Advisory, LLC | 0.02% | New | 1,070 | $124K |
| Concord Wealth Partners | 0.02% | Add +0.3% | 1,019 | $121K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,015 | $120K |
| Bank of New Hampshire | 0.03% | Add +3.9% | 1,009 | $119K |
| Farther Finance Advisors, LLC | 0.01% | Add +148.4% | 1,001 | $117K |
| Blue Trust, Inc. | 0.00% | No change | 986 | $117K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +5.8% | 973 | $115K |
| Voisard Asset Management Group, Inc. | 0.06% | No change | 936 | $111K |
| Clearstead Trust, LLC | 0.03% | No change | 920 | $109K |
| Qube Research & Technologies Ltd | 0.00% | Add +3307.4% | 920 | $109K |
| Bear Mountain Capital, Inc. | 0.05% | Reduce -0.4% | 986 | $108K |
| Albion Financial Group | 0.01% | No change | 900 | $106K |
| S.A. Mason LLC | 0.06% | No change | 880 | $104K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -0.5% | 877 | $104K |
| Salem Investment Counselors Inc. | 0.00% | No change | 862 | $102K |
| Centennial Bank | 0.05% | No change | 837 | $99K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -36.3% | 814 | $96K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 813 | $96K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 798 | $94K |
| Lindbrook Capital, LLC | 0.01% | No change | 756 | $89K |
| Realta Investment Advisors | 0.02% | New | 728 | $86K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 725 | $86K |
| Abich Financial Wealth Management LLC | 0.06% | New | 697 | $82K |
| City Holding Co. | 0.01% | Add +16.9% | 690 | $82K |
| BlackRock Inc. | 0.00% | No change | 676 | $80K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11066.7% | 670 | $79K |
| Milestone Investment Advisors LLC | 0.02% | No change | 669 | $79K |
| Western Pacific Wealth Management, LP | 0.06% | Add +0.1% | 668 | $79K |
| Center for Financial Planning, Inc. | 0.01% | No change | 660 | $78K |
| Tortoise Investment Management, LLC | 0.01% | No change | 656 | $78K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 623 | $74K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 619 | $73K |
| Tsfg, LLC | 0.02% | Reduce -45.5% | 597 | $71K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 600 | $71K |
| Quent Capital, LLC | 0.01% | New | 600 | $71K |
| Larson Financial Group LLC | 0.01% | No change | 589 | $70K |
| American National Bank & Trust | 0.01% | No change | 582 | $69K |
| Future Financial Wealth Managment LLC | 0.05% | New | 581 | $69K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -61.1% | 553 | $65K |
| Oakworth Capital, Inc. | 0.00% | Reduce -0.2% | 538 | $64K |
| Founders Financial Alliance, LLC | 0.02% | Add +78.9% | 533 | $63K |
| Carmichael Hill & Associates, Inc. | 0.03% | Reduce -22.5% | 517 | $61K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 516 | $61K |
| RE Dickinson Investment Advisors, LLC | 0.04% | No change | 515 | $61K |
| Burkett Financial Services, LLC | 0.03% | Add +0.4% | 493 | $58K |
| Union Savings Bank | 0.03% | No change | 490 | $58K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 506 | $58K |
| Piscataqua Savings Bank | 0.05% | No change | 474 | $56K |
| Abound Wealth Management | 0.02% | No change | 468 | $55K |
| Cambridge Trust Co. | 0.00% | No change | 465 | $55K |
| Breakwater Investment Management | 0.03% | — | 463 | $55K |
| Tidemark, LLC | 0.03% | No change | 462 | $55K |
| Transcendent Capital Group LLC | 0.03% | Add +0.8% | 404 | $48K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -33.0% | 402 | $48K |
| Mendota Financial Group, LLC | 0.02% | No change | 360 | $43K |
| Rice Partnership, LLC | 0.01% | Reduce -34.5% | 352 | $42K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 304 | $36K |
| Princeton Global Asset Management LLC | 0.01% | No change | 300 | $35K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 295 | $35K |
| Zions Bancorporation, N.A. | 0.00% | No change | 290 | $34K |
| Colonial Trust Advisors | 0.00% | No change | 289 | $34K |
| WealthCollab, LLC | 0.02% | No change | 284 | $34K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -32.5% | 281 | $33K |
| Assetmark, Inc. | 0.00% | Add +1438.9% | 277 | $33K |
| Capital Investment Counsel, Inc | 0.01% | No change | 266 | $31K |
| Creekmur Asset Management LLC | 0.01% | Reduce -1.5% | 263 | $31K |
| Financial Perspectives, Inc | 0.01% | No change | 262 | $31K |
| Partnership Wealth Management, LLC | 0.02% | No change | 252 | $30K |
| Caitlin John, LLC | 0.02% | Reduce -14.9% | 251 | $30K |
| Palouse Capital Management, Inc. | 0.02% | New | 244 | $29K |
| Founders Capital Management | 0.02% | No change | 232 | $27K |
| Pacific Center for Financial Services | 0.01% | No change | 220 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -5.6% | 218 | $26K |
| Tucker Asset Management LLC | 0.01% | New | 218 | $26K |
| North Star Investment Management Corp. | 0.00% | No change | 217 | $26K |
| Dunhill Financial, LLC | 0.02% | Add +0.5% | 215 | $25K |
| Pineridge Advisors LLC | 0.01% | No change | 210 | $25K |
| Perritt Capital Management Inc | 0.01% | Add +0.5% | 201 | $24K |
| Orion Capital Management LLC | 0.01% | No change | 200 | $24K |
| PSI Advisors, LLC | 0.01% | No change | 200 | $24K |
| Old Second National Bank of Aurora | 0.01% | No change | 176 | $21K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 170 | $20K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -3.6% | 160 | $19K |
| Rain Capital Management, LLC | 0.01% | Add +0.7% | 155 | $18K |
| Northwest Capital Management Inc | 0.01% | No change | 154 | $18K |
| CoreFirst Bank & Trust | 0.01% | No change | 147 | $17K |
| Sittner & Nelson, LLC | 0.01% | No change | 139 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | New | 142 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 136 | $16K |
| Steph & Co. | 0.00% | No change | 116 | $14K |
| Archer Investment Corp | 0.00% | No change | 116 | $14K |
| CENTRAL TRUST Co | 0.00% | No change | 104 | $12K |
| NFSG Corp | 0.01% | No change | 103 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 99 | $12K |
| Stephens Consulting, LLC | 0.00% | No change | 90 | $11K |
| Tompkins Financial Corp. | 0.00% | No change | 88 | $10K |
| Perkins Coie Trust Co | 0.00% | No change | 85 | $10K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 84 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 78 | $9K |
| Northwest Bank & Trust Co | 0.01% | Reduce -88.5% | 75 | $8K |
| Howe & Rusling Inc. | 0.00% | Add +16.7% | 63 | $7K |
| Tyler-Stone Wealth Management | 0.00% | No change | 62 | $7K |
| CNB Bank | 0.00% | No change | 61 | $7K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 61 | $7K |
| Core Wealth Advisors, Inc. | 0.00% | Reduce -46.0% | 60 | $7K |
| Resources Management Corp. /CT/ | 0.00% | No change | 50 | $6K |
| Kelly Financial Services LLC | 0.00% | No change | 42 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 42 | $5K |
| Headlands Technologies LLC | 0.00% | New | 39 | $5K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 38 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 27 | $3K |
| First Manhattan Co. Llc. | 0.00% | No change | 26 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 25 | $3K |
| Rise Advisors, LLC | 0.00% | No change | 19 | $2K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | New | 18 | $2K |
| Raffa Wealth Management, LLC | 0.00% | New | 11 | $1K |
| M&R Capital Management Inc. | 0.00% | No change | 10 | $1K |
| Ransom Advisory, Ltd | 0.00% | — | 3 | $355 |
| HBC Financial Services, PLLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is IJJ's weight in each manager's 13F, not the share of iShares S&P Mid-Cap 400 Valu the manager owns.