iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q4 2024 (December 31)826holders +69
55new positions
25sold out
2famous investors
$124.93avg. 13F price*
At the end of Q4 2024, 826 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, up 69 from Q3 2024. 55 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($507.5M), Wells Fargo & Company ($447.0M) and FMR LLC ($420.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $28.9M |
| Exits | 25 | $5.3M |
All 13F filers, Q3 2024 → Q4 2024: 1,676,540 shares bought and 942,808 shares sold, net +733,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 826 holders
| Morgan Stanley | 0.04% | Add +0.8% | 4,061,520 | $507.5M |
| Wells Fargo & Company | 0.11% | Add +1.4% | 3,577,174 | $447.0M |
| FMR LLC | 0.03% | Add +4.4% | 3,366,491 | $420.7M |
| Bank of America Corp. | 0.03% | Add +1.6% | 2,342,909 | $292.8M |
| UBS Group AG | 0.06% | Add +11.7% | 2,154,366 | $269.2M |
| Envestnet Asset Management Inc. | 0.07% | Add +3.7% | 1,862,735 | $232.8M |
| PNC Financial Services Group, Inc. | 0.12% | Add +3.5% | 1,407,669 | $175.9M |
| Ameriprise Financial Inc. | 0.03% | Add +7.6% | 987,732 | $123.4M |
| D.A. Davidson & Co. | 0.91% | Add +1.8% | 897,864 | $112.2M |
| Raymond James Financial Inc. | 0.04% | — | 853,539 | $106.7M |
| Cullen/Frost Bankers, Inc. | 1.20% | Reduce -0.1% | 705,043 | $88.1M |
| Northern Trust Corp. | 0.01% | Add +3.2% | 705,020 | $88.1M |
| Financial Engines Advisors L.L.C. | 0.18% | Reduce -5.7% | 690,371 | $86.3M |
| LPL Financial LLC | 0.03% | Add +8.0% | 654,199 | $81.7M |
| Evensky & Katz LLC | 5.21% | Reduce -0.4% | 636,764 | $79.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.1% | 597,886 | $74.7M |
| Midland Wealth Advisors, LLC | 4.35% | Reduce -1.0% | 578,772 | $72.3M |
| Royal Bank of Canada | 0.01% | Add +0.9% | 524,708 | $65.6M |
| Willis Johnson & Associates, Inc. | 4.37% | Add +2.3% | 455,050 | $56.9M |
| JPMorgan Chase & Co. | 0.00% | Add +8.7% | 425,183 | $53.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.0% | 417,899 | $52.2M |
| GW Henssler & Associates Ltd. | 2.97% | Reduce -1.3% | 419,405 | $51.8M |
| HighTower Advisors, LLC | 0.07% | Add +7.4% | 390,496 | $48.8M |
| Baird Financial Group, Inc. | 0.09% | Reduce -0.7% | 361,563 | $45.2M |
| MAI Capital Management | 0.33% | Add +1.4% | 357,959 | $44.7M |
| Commonwealth Equity Services, LLC | 0.06% | Add +19.5% | 340,782 | $42.6M |
| Wilmington Savings Fund Society, FSB | 0.73% | Reduce -1.7% | 325,109 | $40.6M |
| Bokf, NA | 0.67% | Reduce -1.3% | 323,532 | $39.9M |
| Truist Financial Corp. | 0.05% | Reduce -3.0% | 268,924 | $33.6M |
| Pathstone Holdings, LLC | 0.14% | Reduce -5.0% | 255,497 | $31.9M |
| Creative Planning | 0.03% | Add +3.5% | 242,620 | $30.3M |
| Courier Capital LLC | 2.04% | Add +1.5% | 237,137 | $29.6M |
| Cerity Partners LLC | 0.06% | Reduce -1.1% | 230,848 | $28.8M |
| Mesirow Financial Investment Management, Inc. | 0.54% | Add +0.2% | 217,027 | $27.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +0.4% | 216,936 | $27.1M |
| Rehmann Capital Advisory Group | 1.57% | Reduce -0.6% | 198,670 | $24.8M |
| Lido Advisors, LLC | 0.16% | Reduce -47.0% | 198,292 | $24.8M |
| Keybank National Association | 0.09% | Add +0.4% | 177,352 | $22.2M |
| Arax Advisory Partners | 1.36% | Reduce -1.7% | 173,522 | $21.7M |
| Mariner, LLC | 0.04% | Reduce -0.4% | 169,222 | $21.1M |
| Bank of Montreal | 0.01% | Add +2.6% | 166,682 | $20.8M |
| SPC Financial, Inc. | 1.79% | Add +1.9% | 163,982 | $20.5M |
| Osaic Holdings, Inc. | 0.05% | Add +24.3% | 163,434 | $20.4M |
| Wealth Advisory Solutions, LLC | 5.70% | Reduce 0.0% | 162,682 | $20.3M |
| Jones Financial Companies LLLP | 0.02% | Add +14.6% | 156,124 | $19.5M |
| Equitable Holdings, Inc. | 0.18% | Reduce -2.0% | 148,918 | $18.6M |
| Jmac Enterprises LLC | 2.78% | Add +0.1% | 141,598 | $17.7M |
| 1834 Investment Advisors Co. | 2.17% | Reduce -14.3% | 136,893 | $17.1M |
| Sterling Financial Planning, Inc. | 6.21% | Reduce -1.2% | 135,140 | $16.9M |
| Blue Edge Capital, LLC | 2.51% | Add +13.9% | 127,616 | $15.9M |
| Capital Advisors, Ltd. LLC | 1.94% | Reduce -0.2% | 123,163 | $15.4M |
| Corient Private Wealth LP | 0.03% | Reduce -17.0% | 122,456 | $15.3M |
| Lutz Financial Services LLC | 1.23% | Reduce -0.6% | 122,147 | $15.3M |
| First Merchants Corp. | 0.58% | Reduce -1.1% | 119,954 | $15.0M |
| Wealthspire Advisors, LLC | 0.15% | Add +4.6% | 118,795 | $14.8M |
| Texas Yale Capital Corp. | 0.58% | Add +1.4% | 115,990 | $14.5M |
| Salomon & Ludwin, LLC | 1.49% | Reduce -6.0% | 112,272 | $14.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +14.8% | 110,845 | $13.9M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -0.8% | 110,009 | $13.7M |
| GHP Investment Advisors, Inc. | 0.64% | Reduce -0.5% | 109,282 | $13.7M |
| Stifel Financial Corp. | 0.01% | Reduce -5.2% | 109,172 | $13.6M |
| Greenup Street Wealth Management LLC | 2.69% | Add +26.3% | 108,526 | $13.6M |
| Kestra Advisory Services, LLC | 0.07% | Add +1.8% | 106,954 | $13.4M |
| Cetera Investment Advisers | 0.03% | Reduce -1.3% | 106,498 | $13.3M |
| Flaharty Asset Management, LLC | 1.87% | Reduce -1.6% | 102,273 | $12.8M |
| Ellis Investment Partners, LLC | 2.39% | Reduce -0.2% | 97,219 | $12.1M |
| ETF Portfolio Partners, Inc. | 3.58% | Reduce -25.9% | 95,450 | $11.9M |
| Comerica Bank | 0.05% | Reduce -21.3% | 95,107 | $11.9M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -6.5% | 94,493 | $11.8M |
| Asset Management Group, Inc. | 2.02% | Add +0.1% | 90,957 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.3% | 87,736 | $11.0M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -7.1% | 87,365 | $10.9M |
| Cassaday & Co Wealth Management LLC | 0.30% | Add +0.4% | 86,685 | $10.8M |
| Nations Financial Group Inc, /Ia/ | 0.76% | Reduce -0.1% | 83,238 | $10.4M |
| US Bancorp \de | 0.01% | Reduce -0.2% | 80,675 | $10.1M |
| Omega Financial Group, LLC | 3.81% | Add +2.1% | 80,504 | $10.1M |
| Causey Wealth LLC | 5.82% | — | 79,940 | $10.0M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +4.3% | 77,112 | $9.6M |
| M&T Bank Corp | 0.03% | Reduce -9.2% | 75,503 | $9.4M |
| Prospera Financial Services Inc | 0.22% | Add +27.9% | 74,410 | $9.3M |
| Fifth Third Bancorp | 0.03% | Reduce -4.6% | 73,160 | $9.1M |
| Mill Creek Capital Advisors, LLC | 0.22% | No change | 72,226 | $9.0M |
| Focus Partners Wealth | 0.02% | Add +207.2% | 72,090 | $9.0M |
| Natixis Advisors, LLC | 0.02% | Reduce -2.5% | 71,926 | $9.0M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -6.6% | 65,921 | $8.2M |
| Ullmann Wealth Partners Group, LLC | 1.01% | Reduce -3.0% | 62,330 | $7.8M |
| InvesTrust | 2.16% | — | 62,590 | $7.8M |
| Associated Banc-Corp | 0.23% | Add +0.1% | 60,645 | $7.6M |
| Captrust Financial Advisors | 0.02% | Reduce -0.9% | 58,484 | $7.3M |
| LMG Wealth Partners, LLC | 1.58% | Add +0.2% | 57,830 | $7.2M |
| Greenleaf Trust | 0.07% | Reduce -0.4% | 57,127 | $7.1M |
| MML Investors Services, LLC | 0.02% | Add +7.7% | 55,443 | $6.9M |
| Regions Financial Corp. | 0.05% | Add +2.2% | 54,747 | $6.8M |
| Merriman Wealth Management, LLC | 0.28% | Reduce -4.6% | 53,843 | $6.7M |
| Oldfather Financial Services, LLC | 2.54% | Add +1.0% | 53,278 | $6.7M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +47.9% | 49,975 | $6.2M |
| Becker Capital Management Inc. | 0.20% | No change | 48,804 | $6.1M |
| First Citizens Financial Corp | 3.20% | Reduce -1.3% | 47,222 | $5.9M |
| Dakota Wealth Management | 0.13% | Add +12.4% | 45,899 | $5.7M |
| Pittenger & Anderson Inc. | 0.20% | No change | 44,390 | $5.5M |
| StoneX Group Inc. | 0.30% | New | 44,228 | $5.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.5% | 44,159 | $5.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.74% | Add +3.6% | 43,956 | $5.5M |
| Broadview Financial Management, LLC | 3.89% | Reduce -3.8% | 43,553 | $5.4M |
| One Capital Management, LLC | 0.18% | Reduce -9.0% | 43,459 | $5.4M |
| Cibc World Market Inc. | 0.01% | Reduce -8.9% | 43,397 | $5.4M |
| Hudson Capital Management LLC | 1.72% | Reduce -5.0% | 42,845 | $5.4M |
| Asset Dedication, LLC | 0.42% | Reduce -15.6% | 42,577 | $5.3M |
| Ironwood Financial, llc | 1.10% | Reduce -8.0% | 42,106 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.4% | 41,935 | $5.2M |
| JFS Wealth Advisors, LLC | 0.36% | Reduce -2.3% | 41,776 | $5.2M |
| Idaho Trust Co | 2.63% | Add +19.3% | 41,692 | $5.2M |
| BKM Wealth Management, LLC | 2.14% | Reduce -1.4% | 41,647 | $5.2M |
| Cordatus Wealth Management LLC | 1.36% | Reduce -0.2% | 41,190 | $5.1M |
| Ifrah Financial Services, Inc. | 1.40% | Reduce -1.5% | 40,505 | $5.1M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Reduce -2.7% | 40,288 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -4.3% | 39,876 | $5.0M |
| Foundation Wealth Management, LLC | 3.86% | Reduce -1.8% | 39,740 | $5.0M |
| Smith Chas P & Associates Pa Cpas | 0.28% | Reduce -2.0% | 39,049 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +49.5% | 38,955 | $4.9M |
| NorthCrest Asset Manangement, LLC | 0.14% | Reduce -3.4% | 38,628 | $4.8M |
| Waverly Advisors, LLC | 0.07% | Add +230.9% | 37,820 | $4.7M |
| JNBA Financial Advisors | 0.48% | Reduce -0.6% | 37,327 | $4.7M |
| Astra Wealth Partners LLC | 4.38% | — | 37,165 | $4.6M |
| Novem Group | 0.68% | — | 36,704 | $4.6M |
| King Wealth Management Group | 0.67% | Add +1.5% | 36,493 | $4.6M |
| Csenge Advisory Group | 0.24% | Add +5.8% | 35,741 | $4.5M |
| Sierra Capital LLC | 0.53% | Add +0.1% | 35,531 | $4.4M |
| CFS Investment Advisory Services, LLC | 0.39% | Reduce -0.4% | 35,150 | $4.4M |
| Centerpoint Advisors, LLC | 1.53% | Reduce -3.9% | 34,898 | $4.4M |
| Goelzer Investment Management, Inc. | 0.25% | Add +0.0% | 34,699 | $4.3M |
| Bleakley Financial Group, LLC | 0.13% | Add +0.6% | 34,476 | $4.3M |
| Anb Bank | 1.88% | — | 34,269 | $4.3M |
| Brightwater Advisory LLC | 3.30% | Reduce -0.5% | 33,645 | $4.2M |
| SOL Capital Management CO | 0.46% | Add +0.8% | 33,331 | $4.2M |
| Per Stirling Capital Management, LLC. | 0.59% | Add +1.5% | 33,325 | $4.2M |
| LTG Capital LLC | 3.44% | Reduce -1.7% | 32,855 | $4.1M |
| Financial Counselors Inc. | 0.06% | Reduce -0.4% | 32,810 | $4.1M |
| IFP Advisors, Inc | 0.13% | Add +0.7% | 32,595 | $4.1M |
| Heritage Wealth Advisors | 0.20% | No change | 37,748 | $4.0M |
| Cranbrook Wealth Management, LLC | 0.91% | Reduce -1.8% | 31,558 | $3.9M |
| Trail Ridge Investment Advisors, LLC | 1.87% | Add +3.3% | 31,443 | $3.9M |
| Level Four Advisory Services, LLC | 0.16% | Add +9.3% | 31,421 | $3.9M |
| Pinnacle Financial Partners Inc | 0.08% | Add +21.8% | 30,703 | $3.8M |
| Factorial Partners, LLC | 2.19% | No change | 30,500 | $3.8M |
| Glass Jacobson Investment Advisors llc | 1.24% | Reduce -2.0% | 30,276 | $3.8M |
| River Wealth Advisors LLC | 0.50% | Reduce -2.8% | 30,234 | $3.8M |
| First Hawaiian Bank | 0.12% | Reduce -9.0% | 30,222 | $3.8M |
| Modera Wealth Management, LLC | 0.05% | Add +1.0% | 30,029 | $3.8M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +113.8% | 29,875 | $3.7M |
| Nikulski Financial, Inc. | 1.09% | Reduce -1.4% | 29,684 | $3.7M |
| Alesco Advisors, LLC, An ESL Co | 0.11% | Reduce -4.3% | 28,424 | $3.6M |
| Campion Asset Management | 2.66% | Reduce -8.0% | 28,194 | $3.5M |
| LVZ, Inc. | 0.45% | Add +13.3% | 28,096 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -76.0% | 27,844 | $3.5M |
| First Heartland Consultants, Inc. | 0.35% | Add +636.1% | 27,632 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -4.1% | 26,259 | $3.4M |
| M1 Capital Management LLC | 1.81% | — | 26,885 | $3.4M |
| Members Trust Co | 0.12% | Reduce -1.5% | 26,710 | $3.3M |
| Fifth Third Wealth Advisors LLC | 0.18% | Reduce -0.3% | 26,602 | $3.3M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -20.2% | 26,583 | $3.3M |
| Neumann Capital Management, LLC | 1.10% | No change | 26,430 | $3.3M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +1.9% | 25,622 | $3.2M |
| Commerce Bank | 0.02% | Add +1.4% | 25,584 | $3.2M |
| Hamilton Capital, LLC | 0.24% | Add +13.7% | 25,378 | $3.2M |
| Thompson Siegel & Walmsley LLC | 0.05% | Add +1205.0% | 25,044 | $3.1M |
| Betterment LLC | 0.01% | Add +4.4% | 24,856 | $3.1M |
| Vance Wealth, LLC | 1.19% | Reduce -1.4% | 24,605 | $3.1M |
| Bluespring Wealth Management, LLC | 0.31% | Reduce -5.7% | 24,437 | $3.1M |
| DDFG, Inc | 0.87% | Add +0.2% | 24,142 | $3.0M |
| Prosperity Planning, Inc. | 1.35% | Reduce -8.4% | 23,721 | $3.0M |
| Smith Shellnut Wilson LLC | 1.30% | Add +1.4% | 23,588 | $2.9M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Reduce -0.5% | 23,332 | $2.9M |
| BlackRock, Inc. | 0.00% | Add +5201.4% | 23,114 | $2.9M |
| Quadrant Private Wealth Management, LLC | 0.69% | No change | 22,314 | $2.8M |
| Sigma Planning Corp | 0.09% | Reduce -0.4% | 22,115 | $2.8M |
| UMB Bank, n.a. | 0.04% | Reduce -0.8% | 21,904 | $2.7M |
| HB Wealth Management, LLC | 0.03% | Add +6.8% | 21,326 | $2.7M |
| Soltis Investment Advisors LLC | 0.25% | Reduce -31.8% | 21,185 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +4.5% | 20,418 | $2.6M |
| Oxler Private Wealth LLC | 0.84% | Reduce -5.4% | 20,340 | $2.5M |
| Stokes Family Office, LLC | 0.27% | Add +0.6% | 20,043 | $2.5M |
| Family Firm, Inc. | 0.55% | Add +0.4% | 19,958 | $2.5M |
| Guidance Point Advisors, LLC | 0.72% | Add +0.3% | 19,844 | $2.5M |
| Bragg Financial Advisors, Inc | 0.10% | Reduce -2.8% | 19,815 | $2.5M |
| TD Private Client Wealth LLC | 0.07% | Reduce -3.9% | 19,431 | $2.4M |
| Independent Financial Group, LLC | 0.08% | Add +243.8% | 19,142 | $2.4M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.9% | 19,132 | $2.4M |
| Glenmede Trust Co. NA | 0.01% | Reduce -10.4% | 19,015 | $2.4M |
| Presilium Private Wealth, LLC | 0.54% | Reduce -0.2% | 18,944 | $2.4M |
| Tiemann Investment Advisors, LLC | 1.05% | Reduce -4.9% | 18,871 | $2.4M |
| EWG Elevate Inc. | 0.72% | New | 18,829 | $2.4M |
| Allworth Financial LP | 0.01% | Reduce -10.3% | 17,999 | $2.3M |
| Dumont & Blake Investment Advisors LLC | 0.62% | Reduce -1.0% | 18,500 | $2.3M |
| GTS Securities LLC | 0.11% | New | 18,367 | $2.3M |
| GC Wealth Management RIA, LLC | 0.40% | Reduce -0.7% | 18,168 | $2.3M |
| Cozad Asset Management Inc. | 0.21% | Add +106.2% | 17,760 | $2.2M |
| Operose Advisors LLC | 0.76% | Add +6.3% | 17,725 | $2.2M |
| Sonata Capital Group Inc. | 0.90% | No change | 17,480 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Add +573.6% | 16,664 | $2.1M |
| Almanack Investment Partners, LLC. | 0.33% | No change | 17,145 | $2.1M |
| Avior Wealth Management, LLC | 0.08% | Reduce -0.9% | 17,141 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +104.2% | 17,138 | $2.1M |
| Pinnacle Bancorp, Inc. | 0.70% | Add +0.4% | 17,121 | $2.1M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -12.6% | 17,008 | $2.1M |
| Stordahl Capital Management, Inc. | 0.49% | Reduce -0.3% | 16,671 | $2.1M |
| NorthCoast Asset Management LLC | 0.01% | Add +44.0% | 16,600 | $2.1M |
| Heritage Wealth Management, Inc. | 1.76% | Add +29.8% | 16,511 | $2.1M |
| Heck Capital Advisors, LLC | 0.23% | Reduce -18.1% | 16,275 | $2.0M |
| Opes Wealth Management LLC | 0.41% | Add +2.0% | 16,171 | $2.0M |
| Breakwater Capital Group | 0.40% | Add +0.9% | 16,123 | $2.0M |
| Allegheny Financial Group | 0.51% | Add +0.0% | 15,903 | $2.0M |
| SOA Wealth Advisors, LLC. | 0.36% | Reduce -0.5% | 15,700 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -40.3% | 15,548 | $1.9M |
| Caldwell Trust Co | 0.20% | No change | 15,535 | $1.9M |
| Blair William & Co. | 0.01% | Reduce -3.1% | 15,394 | $1.9M |
| Clearstead Advisors, LLC | 0.03% | Add +0.1% | 15,063 | $1.9M |
| Financial Advocates Investment Management | 0.11% | Add +0.4% | 14,973 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.7% | 14,919 | $1.9M |
| Park Place Capital Corp | 0.52% | Reduce -2.3% | 14,871 | $1.9M |
| Johnson Investment Counsel Inc. | 0.02% | Add +1.0% | 14,853 | $1.9M |
| Anchor Capital Advisors LLC | 0.05% | Add +512.8% | 14,829 | $1.9M |
| Founders Grove Wealth Partners, LLC | 0.54% | — | 14,810 | $1.9M |
| Novak & Powell Financial Services, Inc. | 1.10% | Reduce -0.4% | 14,721 | $1.8M |
| Roman Butler Fullerton & Co. | 0.57% | New | 13,787 | $1.8M |
| Cornerstone Advisory, LLC | 0.20% | No change | 14,000 | $1.8M |
| C2C Wealth Management, LLC | 1.63% | No change | 14,084 | $1.8M |
| Pacific Financial Group Inc. | 1.30% | Reduce -2.0% | 14,074 | $1.8M |
| Apollon Wealth Management, LLC | 0.04% | Add +13.0% | 14,073 | $1.8M |
| Columbia Bank | 0.61% | Add +50.7% | 13,932 | $1.8M |
| Teachers Insurance & Annuity Association of America | 2.31% | Reduce -20.0% | 14,016 | $1.8M |
| Innovative Wealth Building LLC | 1.55% | — | 13,749 | $1.7M |
| Rik Saylor Financial, Inc. | 1.58% | — | 13,676 | $1.7M |
| Rodgers & Associates, LTD | 0.20% | Add +16.9% | 13,639 | $1.7M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.2% | 13,463 | $1.7M |
| Stenger Family Office, LLC | 0.57% | — | 13,379 | $1.7M |
| Shakespeare Wealth Management, LLC | 0.45% | Reduce -0.2% | 13,266 | $1.7M |
| Corundum Trust Company, INC | 4.94% | Reduce -3.1% | 13,166 | $1.6M |
| American Trust | 0.13% | Add +41.0% | 13,155 | $1.6M |
| Whittier Trust Co. | 0.02% | Add +1.3% | 13,056 | $1.6M |
| Ritter Daniher Financial Advisory LLC / DE | 0.46% | Reduce -3.4% | 12,924 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Add +19.5% | 12,745 | $1.6M |
| Vicus Capital | 0.14% | Reduce -6.3% | 12,598 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.1% | 12,543 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +87.8% | 12,539 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | New | 12,468 | $1.6M |
| Strategic Blueprint, LLC | 0.09% | Reduce -2.6% | 12,445 | $1.6M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -3.1% | 12,442 | $1.6M |
| Phillips Financial Management, LLC | 0.12% | Reduce -0.1% | 12,318 | $1.5M |
| Renasant Bank | 0.99% | Reduce -4.0% | 12,239 | $1.5M |
| Nwam LLC | 0.09% | Reduce -0.6% | 12,211 | $1.5M |
| Bank of Stockton | 0.46% | Reduce -3.5% | 12,186 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +0.7% | 11,991 | $1.5M |
| Independent Advisor Alliance | 0.02% | New | 11,980 | $1.5M |
| Crescent Grove Advisors, LLC | 0.15% | Add +2.7% | 11,976 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.55% | Reduce -0.1% | 11,943 | $1.5M |
| Wellspring Financial Advisors, LLC | 0.16% | Reduce -18.3% | 11,919 | $1.5M |
| AlphaCore Capital LLC | 0.32% | Add +985.3% | 11,819 | $1.5M |
| Bangor Savings Bank | 0.14% | No change | 11,793 | $1.5M |
| Bessemer Group Inc. | 0.00% | Reduce -4.4% | 11,738 | $1.5M |
| Farmers & Merchants Investments Inc. | 0.05% | No change | 11,638 | $1.5M |
| BlueChip Wealth Advisors LLC | 0.80% | Reduce -3.3% | 11,553 | $1.4M |
| Acas, LLC | 1.05% | Reduce -0.9% | 10,983 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Reduce -12.5% | 11,324 | $1.4M |
| AMG National Trust Bank | 0.04% | Reduce -0.5% | 11,363 | $1.4M |
| Capital Analysts, LLC | 0.06% | Reduce -4.1% | 11,219 | $1.4M |
| First Horizon Advisors, Inc. | 0.04% | Reduce -0.6% | 11,113 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +1.9% | 11,075 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -7.6% | 11,061 | $1.4M |
| Claro Advisors Inc. | 0.19% | Reduce -5.2% | 10,961 | $1.4M |
| Aft, Forsyth & Company, Inc. | 0.66% | Reduce -1.3% | 10,799 | $1.3M |
| Keel Point, LLC | 0.11% | Reduce -3.7% | 10,795 | $1.3M |
| Simon Quick Advisors, LLC | 0.08% | No change | 10,709 | $1.3M |
| Old National Bancorp | 0.03% | New | 10,394 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -10.6% | 10,334 | $1.3M |
| MidAtlantic Capital Management, Inc. | 0.93% | Add +2.9% | 10,190 | $1.3M |
| Thompson Investment Management, Inc. | 0.18% | Add +3.5% | 10,005 | $1.3M |
| Blackston Financial Advisory Group, LLC | 0.62% | Reduce -3.6% | 9,889 | $1.2M |
| FAS Wealth Partners, Inc. | 0.10% | Add +0.3% | 9,773 | $1.2M |
| WealthShield Partners, LLC | 0.17% | Reduce -1.6% | 9,672 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.8% | 9,568 | $1.2M |
| Financial Partners Group, Inc | 0.17% | Reduce -0.5% | 9,487 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +44.1% | 9,466 | $1.2M |
| Whitaker-Myers Wealth Managers, LTD. | 0.34% | Reduce -29.3% | 9,408 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -24.3% | 9,391 | $1.2M |
| CW Advisors, LLC | 0.02% | Reduce -3.5% | 9,379 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.23% | — | 9,335 | $1.2M |
| Anderson Hoagland & Co. | 0.12% | No change | 8,966 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -5.7% | 9,225 | $1.2M |
| Sather Financial Group Inc | 0.07% | No change | 9,190 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Add +4.0% | 9,183 | $1.1M |
| Cardiff Park Advisors, LLC | 0.11% | No change | 8,966 | $1.1M |
| Essex LLC | 0.23% | Reduce -2.0% | 8,824 | $1.1M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -3.5% | 8,695 | $1.1M |
| Bremer Bank National Association | 0.21% | No change | 8,588 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +16.5% | 8,473 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +54.7% | 8,472 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -46.0% | 8,473 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.09% | Add +1.8% | 8,461 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Add +3.2% | 8,452 | $1.1M |
| TAGStone Capital, Inc. | 0.50% | Add +0.5% | 8,202 | $1.0M |
| Houlihan Financial Resource Group, Ltd. | 0.42% | Add +0.0% | 7,955 | $994K |
| Finley Financial, LLC | 0.52% | — | 7,760 | $992K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.56% | Add +108.3% | 7,933 | $991K |
| NewEdge Advisors, LLC | 0.01% | Add +8.1% | 7,861 | $982K |
| Hazlett, Burt & Watson, Inc. | 0.43% | Add +1.3% | 7,777 | $971K |
| Cwm, LLC | 0.00% | Add +59.3% | 7,731 | $966K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -4.9% | 7,725 | $965K |
| Hirtle & Co., LLC | 0.05% | No change | 7,700 | $962K |
| Synovus Financial Corp. | 0.01% | Add +0.4% | 7,494 | $937K |
| Venture Visionary Partners LLC | 0.04% | Add +2.0% | 7,484 | $935K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | No change | 7,431 | $929K |
| Savant Capital, LLC | 0.01% | Reduce -2.5% | 7,428 | $928K |
| Atlantic Edge Private Wealth Management, LLC | 0.28% | No change | 7,330 | $916K |
| Objective Capital Management, LLC | 0.61% | Reduce -7.3% | 7,299 | $912K |
| Aspire Growth Partners LLC | 0.89% | — | 7,258 | $907K |
| Griffin Asset Management, Inc. | 0.11% | Add +3.0% | 7,222 | $902K |
| Smith Anglin Financial, LLC | 0.08% | Reduce -3.7% | 7,195 | $899K |
| Meridian Financial Advisors, LLC | 0.62% | Add +0.2% | 7,138 | $892K |
| Alexis Investment Partners, LLC | 0.44% | — | 7,128 | $891K |
| Mystic Asset Management, Inc. | 0.23% | No change | 7,000 | $875K |
| StoneCrest Wealth Management, Inc. | 0.56% | Reduce -1.9% | 6,924 | $865K |
| Narwhal Capital Management | 0.08% | No change | 6,923 | $865K |
| Stratos Investment Management, LLC | 0.05% | New | 6,893 | $861K |
| JMG Financial Group, Ltd. | 0.03% | No change | 6,784 | $848K |
| Nemes Rush Group LLC | 0.10% | No change | 6,765 | $845K |
| World Investment Advisors | 0.02% | Reduce -96.2% | 6,711 | $839K |
| Flputnam Investment Management Co. | 0.02% | Add +1.0% | 6,689 | $836K |
| Matthew Goff Investment Advisor, LLC | 0.15% | No change | 6,655 | $832K |
| Meridian Investment Counsel Inc. | 0.25% | No change | 6,648 | $831K |
| MainStreet Investment Advisors LLC | 0.12% | No change | 6,633 | $829K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -5.3% | 6,594 | $824K |
| Cambridge Financial Group, LLC | 0.35% | Add +0.1% | 6,588 | $823K |
| &partners | 0.01% | Reduce -0.2% | 6,546 | $821K |
| Global Retirement Partners, LLC | 0.02% | Reduce -7.9% | 6,518 | $814K |
| Texas Capital Bank Wealth Management Services Inc | 0.08% | No change | 6,500 | $812K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -9.4% | 6,465 | $808K |
| Cadence Bank | 0.05% | Reduce -1.9% | 6,394 | $799K |
| Thomasville National Bank | 0.06% | Add +5.1% | 6,381 | $797K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | No change | 6,350 | $793K |
| Global Trust Asset Management, LLC | 0.30% | Reduce -0.6% | 6,339 | $792K |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 6,307 | $788K |
| Harbour Capital Advisors, LLC | 0.17% | Reduce -2.1% | 6,120 | $768K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.19% | No change | 6,109 | $763K |
| Moneco Advisors, LLC | 0.08% | Reduce -0.2% | 5,996 | $749K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +20.0% | 5,983 | $748K |
| Panoramic Investment Advisors, LLC | 0.48% | No change | 5,935 | $742K |
| Axis Wealth Partners, LLC | 0.62% | — | 5,881 | $735K |
| Weinberger Asset Management, Inc | 0.31% | Reduce -2.8% | 5,869 | $733K |
| HRT Financial LP | 0.00% | New | 5,872 | $733K |
| Harbor Investment Advisory, LLC | 0.07% | Add +0.6% | 5,865 | $733K |
| Independence Bank of Kentucky | 0.11% | No change | 5,828 | $728K |
| Bay Capital Advisors, LLC | 0.58% | — | 5,797 | $724K |
| Brighton Jones LLC | 0.02% | Add +52.2% | 5,797 | $724K |
| Boston Family Office LLC | 0.05% | Reduce -7.4% | 5,789 | $723K |
| Pinnacle Family Advisors, LLC | 0.35% | Reduce -0.2% | 5,745 | $718K |
| CreativeOne Wealth, LLC | 0.02% | Add +8.5% | 5,683 | $710K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.5% | 5,626 | $703K |
| Beirne Wealth Consulting Services, LLC | 0.25% | Reduce -31.8% | 5,587 | $698K |
| Turning Point Benefit Group, Inc. | 0.66% | — | 5,548 | $693K |
| Kanawha Capital Management LLC | 0.05% | Add +2.1% | 5,536 | $692K |
| Valley Forge Investment Consultants Inc. Adv | 0.24% | Add +0.5% | 5,503 | $688K |
| Mission Wealth Management, LP | 0.02% | Reduce -4.3% | 5,500 | $687K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.0% | 5,484 | $685K |
| Spire Wealth Management | 0.02% | Reduce -4.9% | 5,460 | $682K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.1% | 5,417 | $676K |
| AQR Capital Management | 0.00% | Add +207.0% | 5,292 | $661K |
| Cambridge Advisors Inc. | 0.14% | No change | 5,179 | $647K |
| First Citizens Asset Management, Inc. | 0.24% | Reduce -5.6% | 5,169 | $646K |
| Saxon Interests, Inc. | 0.28% | Reduce -0.1% | 5,155 | $644K |
| Hancock Whitney Corp. | 0.02% | Add +2.3% | 5,126 | $641K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +3.5% | 5,048 | $631K |
| Davidson Trust Co. | 0.32% | Reduce -3.9% | 5,042 | $630K |
| Ameritas Advisory Services, LLC | 0.02% | New | 4,924 | $615K |
| SageView Advisory Group, LLC | 0.03% | New | 4,915 | $614K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +42.9% | 4,910 | $614K |
| Integras Partners LLC | 0.54% | — | 4,891 | $611K |
| American Financial & Tax Strategies Inc. | 0.32% | No change | 4,881 | $610K |
| Earnest Partners LLC | 0.00% | New | 4,856 | $607K |
| Total Wealth Planning, LLC | 0.09% | No change | 4,830 | $604K |
| Awm Capital, LLC | 0.07% | No change | 4,822 | $603K |
| Avantax Planning Partners, Inc. | 0.02% | Add +19.7% | 4,819 | $602K |
| Compound Planning, Inc. | 0.03% | Add +69.8% | 4,766 | $596K |
| Roberts Financial Services LLC | 0.11% | Reduce -4.1% | 4,749 | $593K |
| MSH Capital Advisors LLC | 0.19% | No change | 4,725 | $590K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -1.6% | 4,709 | $588K |
| EPG Wealth Management LLC | 0.15% | Add +0.4% | 4,678 | $585K |
| Aspiriant, LLC | 0.02% | Reduce -0.0% | 4,664 | $583K |
| Rockbridge Investment Management, LCC | 0.07% | Add +41.2% | 4,659 | $582K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,625 | $578K |
| FC Advisory LLC | 0.19% | Reduce -0.4% | 4,596 | $574K |
| Wedbush Securities Inc. | 0.02% | Reduce -1.8% | 4,573 | $571K |
| Cobblestone Capital Advisors LLC | 0.03% | Add +2.4% | 4,549 | $568K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.2% | 4,547 | $568K |
| Bailard, Inc. | 0.01% | No change | 4,506 | $563K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.05% | No change | 4,502 | $563K |
| Montecito Bank & Trust | 0.10% | No change | 4,490 | $561K |
| Cookson Peirce & Co. Inc. | 0.03% | Reduce -5.4% | 4,481 | $560K |
| Private Trust Co. NA | 0.06% | Add +92.0% | 4,472 | $559K |
| Private Capital Management LLC | 0.11% | Reduce -3.3% | 4,471 | $559K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -2.5% | 4,470 | $559K |
| IFG Advisory, LLC | 0.03% | New | 4,461 | $557K |
| Professional Financial Advisors, LLC | 0.14% | Add +3.6% | 4,436 | $554K |
| Uptick Partners, LLC | 0.20% | Reduce -9.7% | 4,430 | $554K |
| Fiduciary Alliance LLC | 0.06% | Add +0.2% | 4,424 | $553K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -1.0% | 4,388 | $548K |
| Quadrant Capital Group LLC | 0.04% | Reduce -31.4% | 4,342 | $543K |
| PKS Advisory Services, LLC | 0.14% | — | 4,325 | $540K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -17.4% | 4,318 | $540K |
| Trust Co. of Vermont | 0.03% | Add +27.9% | 4,317 | $539K |
| Fayez Sarofim & Co | 0.00% | Add +107.6% | 4,276 | $534K |
| Main Street Financial Solutions, LLC | 0.05% | Add +8.6% | 4,256 | $532K |
| FWG Investments, LLC. | 0.41% | Reduce -8.9% | 4,249 | $531K |
| Naples Global Advisors, LLC | 0.05% | Add +0.0% | 4,216 | $527K |
| Partners Wealth Management, LLC | 0.60% | — | 4,205 | $525K |
| Ancora Advisors LLC | 0.01% | Reduce -2.7% | 4,182 | $523K |
| IHT Wealth Management, LLC | 0.02% | Reduce -25.6% | 4,147 | $518K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -0.8% | 4,123 | $515K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +611.1% | 4,032 | $504K |
| IFG Advisors, LLC | 0.10% | No change | 4,005 | $500K |
| Wolff Financial Management LLC | 0.14% | No change | 4,000 | $500K |
| Riverbend Wealth Management, LLC | 0.45% | — | 4,000 | $500K |
| Ironsides Asset Advisors, LLC | 0.14% | No change | 4,000 | $500K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +8.8% | 3,949 | $493K |
| Maia Wealth LLC | 0.11% | New | 3,782 | $493K |
| FRG Family Wealth Advisors LLC | 0.09% | No change | 3,888 | $486K |
| Insight Inv LLC | 0.33% | New | 3,849 | $481K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -5.1% | 3,839 | $480K |
| Schneider Downs Wealth Management Advisors, LP | 0.09% | No change | 3,828 | $478K |
| Financial Alternatives, Inc | 0.34% | No change | 3,806 | $476K |
| Country Club Bank | 0.03% | No change | 3,805 | $472K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -18.2% | 3,777 | $472K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -6.3% | 3,756 | $469K |
| PFG Advisors | 0.03% | Reduce -5.7% | 3,752 | $469K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -1.7% | 3,743 | $468K |
| TrinityBridge Ltd | 0.01% | No change | 3,741 | $467K |
| Dana Investment Advisors, Inc. | 0.02% | Add +3.1% | 3,688 | $461K |
| Choreo, LLC | 0.01% | Reduce -11.8% | 3,693 | $460K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.2% | 3,574 | $460K |
| Topsail Wealth Management, LLC | 0.10% | — | 3,678 | $460K |
| Liberty Wealth Management LLC | 0.08% | Add +0.5% | 3,673 | $459K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +46.6% | 3,629 | $453K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 3,600 | $450K |
| MV Capital Management, Inc. | 0.05% | No change | 3,601 | $450K |
| Veridan Wealth LLC | 0.21% | — | 3,487 | $446K |
| Foster & Motley Inc. | 0.03% | No change | 3,540 | $442K |
| Wesbanco Bank Inc. | 0.02% | Add +6.0% | 3,527 | $441K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +5.7% | 3,508 | $438K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.6% | 3,502 | $438K |
| Equitable Trust Co. | 0.02% | Reduce -3.3% | 3,486 | $436K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 3,481 | $435K |
| Goldstein Advisors, LLC | 0.06% | No change | 3,420 | $427K |
| Eagle Strategies LLC | 0.07% | Add +0.2% | 3,411 | $426K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -18.2% | 3,404 | $425K |
| Fiduciary Financial Group, LLC | 0.09% | Add +2.9% | 3,430 | $423K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,380 | $422K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 3,380 | $422K |
| QRG Capital Management, Inc. | 0.00% | Add +24.6% | 3,370 | $421K |
| Sage Financial Group Inc. | 0.03% | Add +9.0% | 3,348 | $418K |
| DAVENPORT & Co LLC | 0.00% | Add +6.6% | 3,327 | $416K |
| Argent Trust Co | 0.02% | No change | 3,316 | $414K |
| Sensible Money, LLC | 0.18% | Reduce -3.3% | 3,311 | $414K |
| SouthState Bank Corp | 0.03% | No change | 3,285 | $410K |
| RFG Advisory, LLC | 0.01% | Add +76.6% | 3,280 | $410K |
| Strive Asset Management, LLC | 0.31% | — | 3,271 | $409K |
| Washington Trust Bank | 0.04% | No change | 3,264 | $408K |
| Graypoint LLC | 0.02% | Reduce -7.4% | 3,263 | $408K |
| First Commonwealth Financial Corp | 0.09% | No change | 3,198 | $400K |
| Fulton Bank, N.A. | 0.02% | New | 3,197 | $399K |
| Belpointe Asset Management LLC | 0.02% | No change | 3,245 | $399K |
| Alpha Financial Advisors, LLC | 0.18% | No change | 3,184 | $398K |
| Brown Advisory Inc. | 0.00% | No change | 3,184 | $398K |
| Larson Financial Group LLC | 0.02% | Add +439.5% | 3,183 | $398K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 3,180 | $397K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +0.0% | 3,176 | $397K |
| River Street Advisors LLC | 0.20% | Reduce -46.0% | 3,172 | $396K |
| SlateStone Wealth, LLC | 0.04% | Add +0.1% | 3,164 | $395K |
| Quantinno Capital Management LP | 0.00% | New | 3,141 | $392K |
| Royal Fund Management, LLC | 0.04% | Reduce -66.6% | 3,126 | $391K |
| Capital Square, LLC | 0.22% | Add +0.2% | 2,969 | $386K |
| Richards, Merrill & Peterson, Inc. | 0.20% | — | 3,064 | $383K |
| Fairscale Capital, LLC | 0.33% | No change | 3,050 | $381K |
| Compass Investment Advisers LLC | 1.10% | — | 3,045 | $381K |
| Parkside Financial Bank & Trust | 0.05% | Add +2.2% | 3,043 | $380K |
| Gryphon Financial Partners LLC | 0.05% | No change | 2,999 | $375K |
| Net Worth Advisory Group | 0.11% | Reduce -1.2% | 2,993 | $374K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,922 | $365K |
| Renaissance Technologies | 0.00% | New | 2,900 | $362K |
| Triangle Securities Wealth Management | 0.09% | Reduce -1.1% | 2,894 | $362K |
| Cornerstone Planning, LLC | 0.14% | — | 2,877 | $360K |
| Kwmg, LLC | 0.04% | No change | 2,872 | $359K |
| Nilsine Partners, LLC | 0.04% | New | 2,870 | $359K |
| Fiduciary Trust Co | 0.00% | No change | 2,825 | $353K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.0% | 2,842 | $353K |
| Founders Financial Securities LLC | 0.03% | New | 2,801 | $350K |
| Inlight Wealth Management, LLC | 0.20% | — | 2,800 | $350K |
| Sepio Capital, LP | 0.03% | New | 2,799 | $350K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +49.5% | 2,795 | $349K |
| Hilltop Holdings Inc. | 0.02% | No change | 2,790 | $349K |
| Bridges Investment Management Inc. | 0.00% | No change | 2,789 | $349K |
| Callan Family Office, LLC | 0.02% | Reduce -28.6% | 2,774 | $347K |
| Integrated Wealth Concepts LLC | 0.00% | Add +11.0% | 2,756 | $344K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.0% | 2,759 | $344K |
| Mechanics Bank Trust Department | 0.05% | No change | 2,750 | $344K |
| Nuance Investments, LLC | 0.01% | New | 2,735 | $342K |
| Mezzasalma Advisors, LLC | 0.11% | New | 2,727 | $341K |
| CRA Financial Services, LLC | 0.06% | Reduce -2.1% | 2,727 | $341K |
| Old Second National Bank of Aurora | 0.08% | Reduce -18.9% | 2,710 | $339K |
| Zhang Financial LLC | 0.02% | Add +0.1% | 2,690 | $336K |
| MKT Advisors LLC | 0.15% | No change | 2,600 | $336K |
| Principal Securities, Inc. | 0.01% | Add +1.6% | 2,686 | $336K |
| Aptus Capital Advisors, LLC | 0.00% | Add +312.0% | 2,682 | $335K |
| Advisors Management Group Inc. | 0.08% | No change | 2,670 | $334K |
| Atlas Brown,Inc. | 0.11% | Add +0.4% | 2,665 | $333K |
| PBMares Wealth Management LLC | 0.07% | Add +0.2% | 2,656 | $332K |
| Motco | 0.03% | Add +28.6% | 2,641 | $330K |
| Busey Bank | 0.01% | Add +3.4% | 2,636 | $329K |
| Haverford Trust Co | 0.00% | No change | 2,635 | $329K |
| United Community Bank | 0.13% | No change | 2,628 | $328K |
| Stephens Inc. | 0.00% | Reduce -1.2% | 2,603 | $325K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 2,478 | $322K |
| Boston Partners | 0.00% | New | 2,575 | $322K |
| Willner & Heller, LLC | 0.28% | Add +0.5% | 2,571 | $321K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,571 | $321K |
| Retirement Planning Co of New England, Inc. | 0.16% | No change | 2,570 | $321K |
| Weil Company, Inc. | 0.11% | Reduce -15.0% | 2,517 | $315K |
| Bonfire Financial | 0.28% | — | 2,515 | $314K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Reduce -12.3% | 2,500 | $312K |
| Destiny Capital Corp | 0.19% | Add +2.5% | 2,497 | $312K |
| Empower Advisory Group, LLC | 0.00% | No change | 2,439 | $305K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,412 | $301K |
| Root Financial Partners, LLC | 0.04% | New | 2,406 | $301K |
| Romano Brothers and Company | 0.04% | No change | 2,405 | $301K |
| Essex Financial Services, Inc. | 0.02% | Reduce -5.7% | 2,396 | $299K |
| Clarity Asset Management, Inc. | 0.19% | Reduce -1.6% | 2,389 | $299K |
| Mullaney, Keating & Wright, Inc. | 0.20% | Reduce -29.2% | 2,383 | $298K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,380 | $297K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | No change | 2,374 | $297K |
| Bravias Capital Group, LLC | 0.24% | — | 2,279 | $296K |
| Transform Wealth, LLC | 0.02% | Reduce -1.7% | 2,361 | $295K |
| Independent Family Office, LLC | 0.15% | Reduce -24.2% | 2,350 | $294K |
| Carnegie Investment Counsel | 0.01% | No change | 2,338 | $292K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 2,337 | $290K |
| Carolinas Wealth Consulting LLC | 0.06% | No change | 2,321 | $290K |
| AE Wealth Management LLC | 0.00% | Add +0.7% | 2,316 | $289K |
| Valley National Advisers Inc. | 0.05% | No change | 2,320 | $289K |
| Portland Global Advisors LLC | 0.04% | No change | 2,312 | $289K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +2.6% | 2,267 | $283K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -4.5% | 2,264 | $283K |
| Clientfirst Wealth Management, LLC | 0.29% | — | 2,258 | $282K |
| Sapient Capital LLC | 0.01% | New | 2,246 | $281K |
| Enzi Wealth | 0.11% | No change | 2,160 | $281K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,245 | $281K |
| apricus wealth, LLC | 0.18% | New | 2,236 | $279K |
| Heritage Family Offices, LLP | 0.14% | Add +0.5% | 2,229 | $279K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,218 | $277K |
| Heritage Financial Services, LLC | 0.04% | Add +14.3% | 2,218 | $277K |
| Gen-Wealth Partners Inc | 0.12% | No change | 2,215 | $277K |
| Vickerman Investment Advisors, Inc. | 0.07% | No change | 2,207 | $276K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -28.7% | 2,204 | $275K |
| Jane Street Group, LLC | 0.00% | Reduce -77.8% | 2,193 | $274K |
| Huntleigh Advisors, Inc. | 0.06% | — | 2,188 | $273K |
| Cosner Financial Group, LLC | 0.17% | No change | 2,151 | $269K |
| Petra Financial Advisors Inc. | 0.18% | No change | 2,150 | $269K |
| LexAurum Advisors, LLC | 0.05% | No change | 2,149 | $269K |
| VSM Wealth Advisory, LLC | 0.10% | — | 2,148 | $268K |
| IMS Capital Management | 0.12% | No change | 2,146 | $268K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -5.4% | 2,138 | $267K |
| First County Bank | 0.15% | No change | 2,125 | $266K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -16.4% | 2,138 | $265K |
| Hilltop National Bank | 0.08% | No change | 2,116 | $264K |
| Lee, Kelleher & Klein Wealth Management | 0.19% | — | 2,112 | $264K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 2,112 | $264K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -1.6% | 2,108 | $263K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 2,098 | $262K |
| Parallel Advisors, LLC | 0.01% | No change | 2,087 | $261K |
| Clayton Financial Group LLC | 0.09% | Reduce -3.3% | 2,085 | $261K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.1% | 2,069 | $259K |
| Horizon Wealth Management, LLC | 0.04% | New | 2,068 | $258K |
| Wick Capital Partners, LLC | 0.08% | Add +1.7% | 2,061 | $258K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -14.3% | 1,975 | $257K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,055 | $257K |
| Mather Group, Llc. | 0.00% | Reduce -4.3% | 2,054 | $257K |
| JPL Wealth Management, LLC | 0.07% | — | 2,053 | $257K |
| Brookstone Capital Management | 0.00% | Add +10.0% | 2,051 | $256K |
| Eclectic Associates Inc. | 0.08% | No change | 2,046 | $256K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.1% | 2,045 | $256K |
| Bar Harbor Wealth Management | 0.02% | Reduce -0.2% | 2,036 | $254K |
| Tme Financial, Inc. | 0.24% | — | 2,055 | $254K |
| Western Wealth Management, LLC | 0.01% | No change | 2,025 | $253K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -3.8% | 1,975 | $253K |
| B&D White Capital Company, LLC | 0.04% | Reduce -80.1% | 2,007 | $251K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 2,000 | $250K |
| DT Investment Partners, LLC | 0.02% | No change | 2,000 | $250K |
| Sunesis Advisors, LLC | 0.15% | No change | 1,977 | $247K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +110.1% | 1,977 | $247K |
| Strategic Financial Concepts, LLC | 0.05% | New | 1,974 | $247K |
| Ellevest, Inc. | 0.01% | Reduce -26.8% | 1,974 | $247K |
| Chapin Davis, Inc. | 0.08% | No change | 1,992 | $246K |
| NewEdge Wealth, LLC | 0.00% | No change | 1,970 | $246K |
| Mattern Wealth Management LLC | 0.05% | No change | 1,953 | $244K |
| Evergreen Capital Management LLC | 0.01% | Reduce -40.1% | 1,938 | $242K |
| Journey Advisory Group, LLC | 0.03% | No change | 2,113 | $240K |
| International Assets Investment Management, LLC | 0.02% | Add +0.2% | 1,925 | $239K |
| Signaturefd, LLC | 0.00% | Reduce -2.5% | 1,912 | $239K |
| Allied Investment Advisors, LLC | 0.05% | No change | 1,909 | $239K |
| First National Bank & Trust Co. of Newtown | 0.05% | Reduce -11.2% | 1,902 | $238K |
| LaSalle St. Investment Advisors, LLC | 0.07% | New | 1,882 | $235K |
| CPC Advisors, LLC | 0.03% | Reduce -10.1% | 1,880 | $235K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.1% | 1,874 | $234K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.1% | 1,873 | $234K |
| Aufman Associates Inc | 0.16% | No change | 1,864 | $233K |
| Gallacher Capital Management LLC | 0.12% | No change | 1,860 | $232K |
| Garde Capital, Inc. | 0.02% | No change | 1,857 | $232K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,778 | $231K |
| Accelerate Investment Advisors LLC | 0.20% | Add +0.5% | 1,846 | $231K |
| Sandy Spring Bank | 0.01% | Reduce -7.7% | 1,841 | $230K |
| Christensen, King & Associates Investment Services, Inc. | 0.11% | Add +8.3% | 1,826 | $230K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -5.2% | 1,821 | $228K |
| HTLF Bank | 0.03% | Add +10.3% | 1,819 | $227K |
| MB Generational Wealth, LLC | 0.17% | No change | 1,814 | $227K |
| National Bank of Canada | 0.00% | Add +0.4% | 1,806 | $226K |
| Ausdal Financial Partners, Inc. | 0.02% | No change | 1,803 | $225K |
| V2 Financial group LLC | 0.14% | No change | 1,800 | $225K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 1,800 | $225K |
| Holland Advisory Services, Inc. | 0.29% | Add +0.5% | 1,794 | $224K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 1,788 | $223K |
| MBL Wealth, LLC | 0.02% | Reduce -4.0% | 1,775 | $222K |
| Buttonwood Financial Advisors Inc. | 0.10% | Add +2.5% | 1,772 | $221K |
| Westwood Holdings Group Inc. | 0.00% | No change | 1,770 | $221K |
| Madden Advisory Services, Inc. | 0.10% | Add +0.1% | 1,759 | $220K |
| HCR Wealth Advisors | 0.03% | No change | 1,737 | $217K |
| Ruggaard & Associates LLC | 0.10% | Reduce -10.8% | 1,736 | $217K |
| NWF Advisory Services Inc. | 0.03% | No change | 1,736 | $217K |
| Dopkins Wealth Management, LLC | 0.11% | No change | 1,732 | $216K |
| SWP Financial LLC | 0.13% | No change | 1,728 | $216K |
| Friday Financial | 0.15% | — | 1,724 | $215K |
| Valeo Financial Advisors, LLC | 0.01% | New | 1,723 | $215K |
| Revolve Wealth Partners, LLC | 0.03% | No change | 1,712 | $214K |
| Calamos Wealth Management LLC | 0.01% | Add +4.1% | 1,710 | $214K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 1,709 | $214K |
| First City Capital Management, Inc. | 0.11% | No change | 1,690 | $211K |
| Hobbs Group Advisors, LLC | 0.08% | No change | 1,684 | $210K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 1,674 | $209K |
| Boston Financial Mangement LLC | 0.01% | Reduce -14.3% | 1,670 | $209K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -21.6% | 1,655 | $207K |
| Alamar Capital Management, LLC | 0.11% | No change | 1,642 | $205K |
| Moneywise, Inc. | 0.10% | Add +0.4% | 1,639 | $205K |
| Mma Asset Management LLC | 0.09% | Reduce -68.8% | 1,638 | $205K |
| New Century Financial Group, LLC | 0.09% | Reduce -4.0% | 1,629 | $204K |
| Paragon Private Wealth Management, LLC | 0.09% | No change | 1,620 | $202K |
| Ritholtz Wealth Management | 0.01% | No change | 1,618 | $202K |
| FineMark National Bank & Trust | 0.01% | No change | 1,618 | $202K |
| NorthRock Partners, LLC | 0.01% | Add +0.6% | 1,613 | $202K |
| Allen Investment Management, LLC | 0.00% | New | 1,612 | $201K |
| Horizon Investments, LLC | 0.01% | New | 1,584 | $198K |
| Bellwether Advisors, LLC | 0.03% | New | 1,532 | $191K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,496 | $186K |
| Key Financial Inc | 0.04% | No change | 1,483 | $185K |
| Menard Financial Group LLC | 0.11% | New | 1,456 | $182K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -12.1% | 1,454 | $182K |
| Smithfield Trust Co | 0.01% | No change | 1,422 | $178K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.5% | 1,412 | $176K |
| HM Payson & Co. | 0.00% | No change | 1,367 | $171K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,352 | $169K |
| Grove Bank & Trust | 0.02% | No change | 1,305 | $163K |
| Mascoma Wealth Management LLC | 0.04% | No change | 1,293 | $162K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.3% | 1,271 | $159K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,248 | $156K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 1,230 | $154K |
| PFS Partners, LLC | 0.08% | No change | 1,215 | $152K |
| TFC Financial Management, Inc. | 0.02% | Add +0.1% | 1,199 | $150K |
| Bogart Wealth, LLC | 0.01% | No change | 1,193 | $149K |
| Legacy Bridge, LLC | 0.08% | No change | 1,185 | $148K |
| LRI Investments, LLC | 0.01% | No change | 1,180 | $147K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 1,171 | $146K |
| Assetmark, Inc. | 0.00% | Reduce -19.9% | 1,134 | $142K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 1,131 | $141K |
| Mechanics Financial Corp | 0.06% | No change | 1,098 | $137K |
| Main Street Group, LTD | 0.06% | No change | 1,085 | $136K |
| Continuum Advisory, LLC | 0.02% | No change | 1,070 | $134K |
| Towne Trust Company, N.A | 0.05% | New | 1,062 | $133K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.7% | 1,053 | $132K |
| Concord Wealth Partners | 0.02% | Add +0.5% | 1,035 | $129K |
| Kentucky Trust Co | 0.07% | — | 1,000 | $125K |
| CoreCap Advisors, LLC | 0.01% | Reduce -47.6% | 989 | $124K |
| Blue Trust, Inc. | 0.00% | No change | 986 | $123K |
| Financial Life Planners | 0.10% | — | 980 | $122K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -36.6% | 916 | $119K |
| Rothschild Investment LLC | 0.01% | No change | 940 | $117K |
| Clearstead Trust, LLC | 0.02% | No change | 920 | $115K |
| Bear Mountain Capital, Inc. | 0.04% | Reduce -10.1% | 883 | $115K |
| Holos Integrated Wealth LLC | 0.08% | — | 918 | $115K |
| Front Row Advisors LLC | 0.04% | No change | 915 | $114K |
| S.A. Mason LLC | 0.06% | No change | 880 | $110K |
| Stonebridge Financial Group, LLC | 0.01% | — | 858 | $107K |
| High Note Wealth, LLC | 0.03% | New | 851 | $106K |
| Bank of New Hampshire | 0.03% | No change | 848 | $106K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 813 | $102K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 798 | $100K |
| Albion Financial Group | 0.01% | No change | 775 | $97K |
| Synergy Investment Management, LLC | 0.04% | — | 769 | $96K |
| Morling Financial Advisors, LLC | 0.03% | New | 761 | $95K |
| Millstone Evans Group, LLC | 0.06% | — | 753 | $94K |
| Lindbrook Capital, LLC | 0.01% | No change | 751 | $94K |
| SIMA Wealth Partners, LLC | 0.08% | No change | 745 | $93K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 744 | $93K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 725 | $91K |
| Smartleaf Asset Management LLC | 0.01% | Add +8.9% | 722 | $90K |
| Evergreen Private Wealth LLC | 0.04% | Reduce -4.6% | 712 | $89K |
| City Holding Co. | 0.01% | No change | 690 | $86K |
| Centennial Bank | 0.04% | No change | 675 | $84K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +7.4% | 669 | $84K |
| Milestone Investment Advisors LLC | 0.02% | No change | 669 | $84K |
| Western Pacific Wealth Management, LP | 0.07% | No change | 668 | $83K |
| Center for Financial Planning, Inc. | 0.01% | No change | 660 | $82K |
| Tortoise Investment Management, LLC | 0.01% | No change | 656 | $82K |
| NBT Bank, N.A. | 0.01% | Add +23.8% | 650 | $81K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -33.4% | 605 | $76K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 600 | $75K |
| Quent Capital, LLC | 0.01% | No change | 600 | $75K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 582 | $73K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 581 | $73K |
| Venturi Wealth Management, LLC | 0.00% | No change | 553 | $69K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.2% | 545 | $68K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 516 | $64K |
| RE Dickinson Investment Advisors, LLC | 0.06% | No change | 515 | $64K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -6.0% | 515 | $64K |
| American National Bank & Trust | 0.01% | Reduce -11.6% | 510 | $64K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 506 | $63K |
| Burkett Financial Services, LLC | 0.03% | Add +0.4% | 500 | $63K |
| Wintrust Investments LLC | 0.05% | Reduce -69.0% | 481 | $60K |
| Piscataqua Savings Bank | 0.05% | No change | 474 | $59K |
| Wolff Wiese Magana LLC | 0.04% | No change | 470 | $59K |
| Abound Wealth Management | 0.02% | No change | 468 | $59K |
| Eastern Bank | 0.00% | No change | 465 | $58K |
| Breakwater Investment Management | 0.02% | No change | 463 | $58K |
| Tidemark, LLC | 0.02% | No change | 462 | $58K |
| HighMark Wealth Management LLC | 0.03% | Reduce -92.9% | 448 | $56K |
| Tsfg, LLC | 0.01% | Reduce -29.2% | 424 | $53K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -41.9% | 409 | $51K |
| Murphy & Mullick Capital Management Corp | 0.04% | — | 386 | $48K |
| Perkins Coie Trust Co | 0.01% | Add +352.9% | 385 | $48K |
| Rialto Wealth Management, LLC | 0.02% | — | 384 | $48K |
| Transcendent Capital Group LLC | 0.02% | Reduce -3.8% | 381 | $48K |
| Howe & Rusling Inc. | 0.00% | Add +783.7% | 380 | $48K |
| GeoWealth Management, LLC | 0.00% | New | 372 | $47K |
| Mendota Financial Group, LLC | 0.03% | No change | 360 | $45K |
| Register Financial Advisors LLC | 0.02% | New | 359 | $45K |
| Rice Partnership, LLC | 0.01% | No change | 352 | $44K |
| GAMMA Investing LLC | 0.00% | No change | 338 | $42K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | — | 336 | $42K |
| Creative Financial Designs Inc. | 0.00% | No change | 330 | $41K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 304 | $38K |
| Runnymede Capital Advisors, Inc. | 0.03% | — | 300 | $37K |
| Mainstream Capital Management LLC | 0.03% | New | 300 | $37K |
| Princeton Global Asset Management LLC | 0.01% | No change | 300 | $37K |
| Golden State Wealth Management, LLC | 0.01% | — | 300 | $37K |
| Colonial Trust Advisors | 0.00% | No change | 289 | $36K |
| Comprehensive Financial Planning, Inc. | 0.03% | — | 286 | $36K |
| WealthCollab, LLC | 0.02% | No change | 284 | $35K |
| Capital Investment Counsel, Inc | 0.01% | No change | 266 | $33K |
| Financial Perspectives, Inc | 0.01% | No change | 262 | $33K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -53.1% | 256 | $32K |
| BankPlus Trust Department | 0.01% | — | 246 | $31K |
| Palouse Capital Management, Inc. | 0.02% | New | 244 | $30K |
| Pacific Center for Financial Services | 0.01% | No change | 220 | $27K |
| Caitlin John, LLC | 0.02% | No change | 217 | $27K |
| North Star Investment Management Corp. | 0.00% | No change | 217 | $27K |
| Pineridge Advisors LLC | 0.01% | No change | 211 | $26K |
| PSI Advisors, LLC | 0.01% | Add +0.5% | 202 | $25K |
| Orion Capital Management LLC | 0.01% | New | 200 | $25K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 192 | $24K |
| Dunhill Financial, LLC | 0.01% | Add +0.6% | 183 | $23K |
| Midwest Capital Advisors, LLC | 0.02% | — | 183 | $23K |
| Union Savings Bank | 0.01% | Reduce -64.1% | 176 | $22K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 160 | $20K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 155 | $19K |
| Northwest Capital Management Inc | 0.01% | No change | 154 | $19K |
| Bristlecone Advisors, LLC | 0.00% | No change | 141 | $18K |
| Sittner & Nelson, LLC | 0.01% | No change | 139 | $17K |
| Darwin Wealth Management, LLC | 0.01% | No change | 138 | $17K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 136 | $17K |
| Creekmur Asset Management LLC | 0.00% | No change | 136 | $17K |
| Synergy Asset Management, LLC | 0.00% | New | 136 | $17K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 131 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 132 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 129 | $16K |
| Steph & Co. | 0.01% | Reduce -2.4% | 120 | $15K |
| Archer Investment Corp | 0.00% | Add +0.8% | 118 | $15K |
| Pacifica Partners Inc. | 0.01% | No change | 115 | $14K |
| Noble Wealth Management PBC | 0.01% | — | 108 | $13K |
| Perritt Capital Management Inc | 0.01% | No change | 104 | $13K |
| CENTRAL TRUST Co | 0.00% | No change | 104 | $13K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 94 | $12K |
| Zions Bancorporation, N.A. | 0.00% | No change | 92 | $11K |
| Stephens Consulting, LLC | 0.00% | No change | 90 | $11K |
| Anfield Capital Management, LLC | 0.00% | No change | 88 | $11K |
| Tompkins Financial Corp. | 0.00% | No change | 88 | $11K |
| CoreFirst Bank & Trust | 0.01% | No change | 84 | $10K |
| Northwest Bank & Trust Co | 0.01% | No change | 75 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 78 | $10K |
| Atlatl Advisers LLC | 0.01% | — | 73 | $9K |
| Sawyer & Company, Inc | 0.00% | No change | 71 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -89.9% | 66 | $8K |
| CNB Bank | 0.00% | No change | 61 | $8K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 61 | $8K |
| Briaud Financial Planning Inc | 0.00% | New | 60 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 56 | $7K |
| Resources Management Corp. /CT/ | 0.00% | No change | 50 | $6K |
| Signature Resources Capital Management, LLC | 0.01% | New | 48 | $6K |
| Ameriflex Group, Inc. | 0.00% | — | 46 | $6K |
| Transce3nd, LLC | 0.00% | — | 44 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 42 | $5K |
| Hemington Wealth Management | 0.00% | No change | 47 | $5K |
| WASHINGTON TRUST Co | 0.00% | No change | 40 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 40 | $5K |
| Trust Co | 0.00% | New | 34 | $4K |
| Oarsman Capital, Inc. | 0.00% | No change | 28 | $3K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 27 | $3K |
| Rise Advisors, LLC | 0.00% | No change | 19 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 17 | $2K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -8.3% | 11 | $1K |
| Ransom Advisory, Ltd | 0.00% | No change | 3 | $375 |
| Lanark Financial, Inc. | 0.02% | — | 1 | $210 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $62 |
"% 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.