iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q1 2025 (March 31)819holders −7
49new positions
50sold out
3famous investors
$119.69avg. 13F price*
At the end of Q1 2025, 819 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, down 7 from Q4 2024. 49 opened new positions and 50 sold out. The largest holders were Morgan Stanley ($495.3M), Wells Fargo & Company ($445.5M) and FMR LLC ($385.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $64.4M |
| Exits | 50 | $25.0M |
All 13F filers, Q4 2024 → Q1 2025: 2,344,156 shares bought and 1,477,259 shares sold, net +866,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 819 holders
| Morgan Stanley | 0.04% | Add +1.9% | 4,137,135 | $495.3M |
| Wells Fargo & Company | 0.11% | Add +4.0% | 3,720,519 | $445.5M |
| FMR LLC | 0.02% | Reduce -4.5% | 3,215,922 | $385.0M |
| Bank of America Corp. | 0.03% | Add +1.3% | 2,372,427 | $284.1M |
| UBS Group AG | 0.06% | Reduce -2.9% | 2,092,372 | $250.5M |
| Envestnet Asset Management Inc. | 0.08% | Add +6.2% | 1,978,891 | $236.9M |
| PNC Financial Services Group, Inc. | 0.09% | Add +0.6% | 1,415,718 | $169.5M |
| D.A. Davidson & Co. | 0.89% | Add +2.8% | 922,596 | $110.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -6.7% | 921,333 | $110.4M |
| Raymond James Financial Inc. | 0.04% | Add +2.7% | 876,953 | $105.0M |
| LPL Financial LLC | 0.04% | Add +25.0% | 817,455 | $97.9M |
| Cullen/Frost Bankers, Inc. | 1.24% | Add +5.2% | 741,779 | $88.8M |
| Northern Trust Corp. | 0.01% | Add +1.2% | 713,470 | $85.4M |
| Financial Engines Advisors L.L.C. | 0.17% | Reduce -2.6% | 672,365 | $80.5M |
| Evensky & Katz LLC | 4.76% | Reduce -7.0% | 592,199 | $70.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.1% | 591,070 | $70.8M |
| Midland Wealth Advisors, LLC | 4.13% | Add +1.3% | 586,177 | $70.2M |
| Royal Bank of Canada | 0.01% | Add +3.5% | 542,879 | $65.0M |
| Willis Johnson & Associates, Inc. | 4.16% | Add +0.9% | 459,024 | $55.0M |
| GW Henssler & Associates Ltd. | 3.06% | Add +6.1% | 445,141 | $53.3M |
| HighTower Advisors, LLC | 0.07% | Add +12.2% | 438,182 | $52.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 429,104 | $51.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.8% | 410,290 | $49.1M |
| Baird Financial Group, Inc. | 0.08% | Reduce -5.7% | 341,094 | $40.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.0% | 333,830 | $40.0M |
| MAI Capital Management | 0.30% | Reduce -7.7% | 330,251 | $39.5M |
| Wilmington Savings Fund Society, FSB | 0.72% | Reduce -0.7% | 322,838 | $38.7M |
| Bokf, NA | 0.68% | Reduce -0.6% | 321,739 | $38.5M |
| Wealthspire Advisors, LLC | 0.19% | Add +123.1% | 265,060 | $31.7M |
| Pathstone Holdings, LLC | 0.13% | Reduce -0.9% | 253,309 | $30.3M |
| Courier Capital LLC | 1.86% | Add +0.2% | 237,682 | $28.5M |
| Truist Financial Corp. | 0.05% | Reduce -11.9% | 236,885 | $28.4M |
| Creative Planning | 0.03% | Reduce -3.1% | 234,996 | $28.1M |
| Cerity Partners LLC | 0.06% | Add +0.1% | 231,114 | $27.7M |
| World Investment Advisors | 0.69% | Add +3213.7% | 222,382 | $26.6M |
| Mesirow Financial Investment Management, Inc. | 0.50% | Reduce -0.8% | 215,184 | $25.8M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.2% | 214,343 | $25.7M |
| Rehmann Capital Advisory Group | 1.59% | Add +6.3% | 211,159 | $25.3M |
| Lido Advisors, LLC | 0.14% | Reduce -3.7% | 190,887 | $22.9M |
| Keybank National Association | 0.09% | Add +7.5% | 190,700 | $22.8M |
| Jones Financial Companies LLLP | 0.02% | Add +16.0% | 181,060 | $21.6M |
| Mariner, LLC | 0.03% | Add +1.5% | 171,719 | $20.6M |
| Osaic Holdings, Inc. | 0.05% | Add +4.6% | 170,906 | $20.5M |
| Bank of Montreal | 0.01% | Add +0.5% | 167,512 | $20.1M |
| Cetera Investment Advisers | 0.04% | Add +54.8% | 164,884 | $19.7M |
| SPC Financial, Inc. | 1.73% | Add +0.4% | 164,688 | $19.7M |
| Wealth Advisory Solutions, LLC | 4.84% | Reduce -6.1% | 152,746 | $18.3M |
| Sterling Financial Planning, Inc. | 6.07% | Add +3.4% | 139,790 | $16.7M |
| Greenup Street Wealth Management LLC | 2.92% | Add +13.4% | 123,083 | $14.7M |
| Lutz Financial Services LLC | 1.19% | Reduce -0.7% | 121,240 | $14.5M |
| Capital Advisors, Ltd. LLC | 1.90% | Reduce -2.3% | 120,367 | $14.4M |
| 1834 Investment Advisors Co. | 1.85% | Reduce -12.4% | 119,904 | $14.4M |
| Blue Edge Capital, LLC | 2.28% | Reduce -6.9% | 118,831 | $14.2M |
| First Merchants Corp. | 0.57% | Reduce -1.1% | 118,596 | $14.2M |
| Corient Private Wealth LP | 0.02% | Reduce -3.6% | 118,000 | $14.1M |
| Focus Partners Wealth | 0.04% | Add +63.3% | 117,697 | $14.1M |
| Texas Yale Capital Corp. | 0.56% | Reduce -1.7% | 114,035 | $13.7M |
| Stifel Financial Corp. | 0.01% | Reduce -0.0% | 109,127 | $13.1M |
| Salomon & Ludwin, LLC | 1.38% | Reduce -3.5% | 108,381 | $13.0M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -1.8% | 107,992 | $12.9M |
| GHP Investment Advisors, Inc. | 0.61% | Reduce -2.5% | 106,554 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +18.5% | 103,970 | $12.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -6.6% | 103,576 | $12.4M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -4.9% | 101,726 | $12.2M |
| Equitable Holdings, Inc. | 0.12% | Reduce -31.7% | 101,713 | $12.2M |
| Comerica Bank | 0.05% | Add +3.0% | 97,961 | $11.7M |
| Flaharty Asset Management, LLC | 1.65% | Reduce -6.8% | 95,361 | $11.4M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +0.2% | 94,641 | $11.3M |
| Camarda Financial Advisors, LLC | 5.05% | New | 93,466 | $11.2M |
| Ellis Investment Partners, LLC | 2.30% | Reduce -4.3% | 93,034 | $11.1M |
| Asset Management Group, Inc. | 2.00% | Reduce -0.8% | 90,278 | $10.8M |
| Cassaday & Co Wealth Management LLC | 0.30% | Add +3.9% | 90,088 | $10.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +0.4% | 87,710 | $10.5M |
| Omega Financial Group, LLC | 3.70% | Add +0.1% | 80,614 | $9.7M |
| Nations Financial Group Inc, /Ia/ | 0.73% | Reduce -4.5% | 79,515 | $9.5M |
| MML Investors Services, LLC | 0.03% | Add +39.7% | 77,452 | $9.3M |
| US Bancorp \de | 0.01% | Reduce -4.5% | 77,053 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +163.7% | 73,433 | $8.8M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -5.4% | 72,938 | $8.7M |
| Mill Creek Capital Advisors, LLC | 0.21% | No change | 72,226 | $8.6M |
| Causey Wealth LLC | 4.79% | Reduce -10.4% | 71,600 | $8.6M |
| M&T Bank Corp | 0.03% | Reduce -5.6% | 71,243 | $8.5M |
| Fifth Third Bancorp | 0.03% | Reduce -3.7% | 70,470 | $8.4M |
| Natixis Advisors, LLC | 0.02% | Reduce -3.8% | 69,206 | $8.3M |
| Ascension Capital Advisors, Inc. | 3.72% | New | 68,103 | $8.2M |
| InvesTrust | 2.02% | Reduce -1.4% | 61,740 | $7.4M |
| Jmac Enterprises LLC | 1.75% | Reduce -56.5% | 61,641 | $7.4M |
| Associated Banc-Corp | 0.22% | Add +0.2% | 60,755 | $7.3M |
| Captrust Financial Advisors | 0.02% | Add +2.9% | 60,158 | $7.2M |
| Prospera Financial Services Inc | 0.16% | Reduce -20.6% | 59,111 | $7.1M |
| Ullmann Wealth Partners Group, LLC | 0.93% | Reduce -6.4% | 58,314 | $7.0M |
| LMG Wealth Partners, LLC | 1.55% | Add +0.7% | 58,244 | $7.0M |
| Whalen Wealth Management Inc. | 4.52% | New | 56,574 | $6.8M |
| Oldfather Financial Services, LLC | 2.46% | Add +1.5% | 54,086 | $6.5M |
| Regions Financial Corp. | 0.05% | Reduce -1.5% | 53,920 | $6.5M |
| Greenleaf Trust | 0.06% | Reduce -7.7% | 52,742 | $6.3M |
| Dakota Wealth Management | 0.14% | Add +12.0% | 51,389 | $6.2M |
| Becker Capital Management Inc. | 0.19% | No change | 48,804 | $5.8M |
| AE Wealth Management LLC | 0.05% | Add +1953.3% | 47,555 | $5.7M |
| First Citizens Financial Corp | 3.21% | Add +0.3% | 47,385 | $5.7M |
| Asset Dedication, LLC | 0.46% | Add +10.5% | 47,057 | $5.6M |
| Signature Estate & Investment Advisors LLC | 0.14% | Add +48.7% | 44,422 | $5.3M |
| Pittenger & Anderson Inc. | 0.19% | No change | 44,390 | $5.3M |
| Summit Financial Consulting LLC | 4.91% | — | 44,238 | $5.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.5% | 43,947 | $5.3M |
| Fifth Third Wealth Advisors LLC | 0.27% | Add +64.1% | 43,642 | $5.2M |
| Hudson Capital Management LLC | 1.64% | Add +1.5% | 43,492 | $5.2M |
| Broadview Financial Management, LLC | 3.85% | Reduce -1.1% | 43,074 | $5.2M |
| ETF Portfolio Partners, Inc. | 1.55% | Reduce -54.9% | 43,061 | $5.2M |
| Cordatus Wealth Management LLC | 1.41% | Add +4.2% | 42,936 | $5.1M |
| One Capital Management, LLC | 0.17% | Reduce -2.4% | 42,407 | $5.1M |
| Cibc World Market Inc. | 0.01% | Reduce -2.7% | 42,232 | $5.1M |
| JFS Wealth Advisors, LLC | 0.34% | Add +0.8% | 42,088 | $5.0M |
| Ironwood Financial, llc | 1.06% | Reduce -1.5% | 41,474 | $5.0M |
| BKM Wealth Management, LLC | 2.03% | Reduce -0.9% | 41,273 | $4.9M |
| DDFG, Inc | 1.37% | Add +70.4% | 41,141 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Add +2.8% | 40,993 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.6% | 40,855 | $4.9M |
| Waverly Advisors, LLC | 0.06% | Add +6.3% | 40,193 | $4.8M |
| StoneX Group Inc. | 0.26% | Reduce -9.8% | 39,891 | $4.8M |
| Bryn Mawr Trust Advisors, LLC | 0.29% | Reduce -1.3% | 39,751 | $4.8M |
| Ifrah Financial Services, Inc. | 1.36% | Reduce -2.5% | 39,485 | $4.7M |
| Idaho Trust Co | 1.93% | Reduce -5.3% | 39,476 | $4.7M |
| Foundation Wealth Management, LLC | 3.65% | Reduce -2.1% | 38,900 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.3% | 38,445 | $4.6M |
| Novem Group | 0.64% | Add +3.8% | 38,095 | $4.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.61% | Reduce -13.3% | 38,093 | $4.6M |
| Astra Wealth Partners LLC | 4.29% | Add +1.0% | 37,545 | $4.5M |
| Pinnacle Financial Partners Inc | 0.09% | Add +22.2% | 37,530 | $4.5M |
| Smith Chas P & Associates Pa Cpas | 0.26% | Reduce -4.0% | 37,477 | $4.5M |
| USA Financial Formulas | 0.73% | New | 36,877 | $4.4M |
| JNBA Financial Advisors | 0.45% | Reduce -2.4% | 36,420 | $4.4M |
| King Wealth Management Group | 0.66% | Reduce -0.9% | 36,179 | $4.3M |
| Sierra Capital LLC | 0.51% | Add +0.1% | 35,548 | $4.3M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -30.3% | 34,811 | $4.2M |
| NorthCrest Asset Manangement, LLC | 0.13% | Reduce -10.2% | 34,695 | $4.2M |
| Goelzer Investment Management, Inc. | 0.24% | Reduce -0.6% | 34,489 | $4.1M |
| Anb Bank | 1.84% | Add +0.6% | 34,471 | $4.1M |
| Bleakley Financial Group, LLC | 0.13% | Reduce -1.0% | 34,119 | $4.1M |
| IFP Advisors, Inc | 0.13% | Add +4.4% | 34,036 | $4.1M |
| Jane Street Group, LLC | 0.01% | Add +1449.2% | 33,973 | $4.1M |
| Centerpoint Advisors, LLC | 1.50% | Reduce -2.7% | 33,958 | $4.1M |
| Brightwater Advisory LLC | 3.18% | Reduce -0.1% | 33,614 | $4.0M |
| CFS Investment Advisory Services, LLC | 0.36% | Reduce -4.9% | 33,424 | $4.0M |
| Csenge Advisory Group | 0.23% | Add +0.9% | 36,050 | $4.0M |
| SOL Capital Management CO | 0.44% | Reduce -0.4% | 33,206 | $4.0M |
| Financial Counselors Inc. | 0.06% | Add +0.4% | 32,941 | $3.9M |
| Clear Creek Financial Management, LLC | 0.41% | New | 32,785 | $3.9M |
| Factorial Partners, LLC | 2.41% | Add +7.2% | 32,700 | $3.9M |
| Trail Ridge Investment Advisors, LLC | 2.00% | Add +3.3% | 32,483 | $3.9M |
| Per Stirling Capital Management, LLC. | 0.56% | Reduce -2.9% | 32,359 | $3.9M |
| Glass Jacobson Investment Advisors llc | 1.24% | No change | 30,276 | $3.8M |
| B&D White Capital Company, LLC | 0.55% | Add +1465.7% | 31,423 | $3.8M |
| Cranbrook Wealth Management, LLC | 0.87% | Reduce -0.6% | 31,386 | $3.8M |
| Heritage Wealth Advisors | 0.19% | No change | 37,748 | $3.8M |
| Level Four Advisory Services, LLC | 0.15% | Reduce -1.4% | 30,992 | $3.7M |
| LTG Capital LLC | 3.37% | Reduce -6.1% | 30,847 | $3.7M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +19.3% | 30,553 | $3.7M |
| Modera Wealth Management, LLC | 0.05% | Add +1.5% | 30,491 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +76.5% | 30,253 | $3.6M |
| River Wealth Advisors LLC | 0.50% | Reduce -1.3% | 29,833 | $3.6M |
| Citadel Advisors | 0.00% | New | 29,765 | $3.6M |
| Nikulski Financial, Inc. | 1.04% | Reduce -3.5% | 28,643 | $3.4M |
| Alesco Advisors, LLC, An ESL Co | 0.11% | Reduce -1.1% | 28,114 | $3.4M |
| First Hawaiian Bank | 0.49% | Reduce -7.3% | 28,010 | $3.4M |
| Campion Asset Management | 2.59% | Reduce -0.8% | 27,966 | $3.3M |
| Neumann Capital Management, LLC | 1.11% | Add +1.1% | 26,730 | $3.2M |
| Members Trust Co | 0.11% | Reduce -0.5% | 26,590 | $3.2M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -0.8% | 26,372 | $3.2M |
| Betterment LLC | 0.01% | Add +5.9% | 26,312 | $3.1M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +10.7% | 25,828 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -2.4% | 25,635 | $3.1M |
| Commerce Bank | 0.02% | Reduce -0.3% | 25,507 | $3.1M |
| Bluespring Wealth Management, LLC | 0.29% | Reduce -1.9% | 23,977 | $2.9M |
| Smith Shellnut Wilson LLC | 1.31% | Add +0.9% | 23,807 | $2.9M |
| Prosperity Planning, Inc. | 1.26% | Reduce -1.5% | 23,356 | $2.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.0% | 22,878 | $2.7M |
| Heck Capital Advisors, LLC | 0.30% | Add +39.2% | 22,654 | $2.7M |
| Vance Wealth, LLC | 1.02% | Reduce -8.2% | 22,596 | $2.7M |
| Quadrant Private Wealth Management, LLC | 0.67% | No change | 22,314 | $2.7M |
| Soltis Investment Advisors LLC | 0.23% | Add +3.6% | 21,946 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +7.1% | 21,869 | $2.6M |
| UMB Bank, n.a. | 0.04% | Reduce -0.7% | 21,750 | $2.6M |
| Apollon Wealth Management, LLC | 0.06% | Add +53.8% | 21,637 | $2.6M |
| HB Wealth Management, LLC | 0.02% | Add +0.7% | 21,475 | $2.6M |
| Texas Capital Bank Wealth Management Services Inc | 0.25% | Add +220.0% | 20,798 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +6.4% | 20,351 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Add +855.0% | 20,131 | $2.4M |
| Stokes Family Office, LLC | 0.27% | Add +0.0% | 20,044 | $2.4M |
| Guidance Point Advisors, LLC | 0.71% | Add +0.9% | 20,023 | $2.4M |
| Bragg Financial Advisors, Inc | 0.10% | Add +0.2% | 19,863 | $2.4M |
| Oxler Private Wealth LLC | 0.83% | Reduce -2.7% | 19,789 | $2.4M |
| Family Firm, Inc. | 0.53% | Reduce -1.6% | 19,634 | $2.4M |
| AQR Capital Management | 0.00% | Add +268.5% | 19,501 | $2.3M |
| Glenmede Trust Co. NA | 0.01% | No change | 19,015 | $2.3M |
| Cozad Asset Management Inc. | 0.22% | Add +5.8% | 18,798 | $2.3M |
| Tiemann Investment Advisors, LLC | 1.01% | Reduce -1.8% | 18,541 | $2.2M |
| Dumont & Blake Investment Advisors LLC | 0.62% | Add +0.1% | 18,519 | $2.2M |
| TD Private Client Wealth LLC | 0.06% | Reduce -7.4% | 17,988 | $2.2M |
| GC Wealth Management RIA, LLC | 0.39% | Reduce -1.4% | 17,912 | $2.1M |
| Operose Advisors LLC | 0.70% | Reduce -0.2% | 17,695 | $2.1M |
| Citigroup Inc. | 0.00% | Add +87.7% | 17,630 | $2.1M |
| First Heartland Consultants, Inc. | 0.22% | Reduce -36.9% | 17,444 | $2.1M |
| Farther Finance Advisors, LLC | 0.05% | Add +1549.0% | 17,364 | $2.1M |
| Sonata Capital Group Inc. | 0.90% | Reduce -1.1% | 17,280 | $2.1M |
| Heritage Wealth Management, Inc. | 1.76% | Add +4.5% | 17,248 | $2.1M |
| Ieq Capital, LLC | 0.02% | New | 17,148 | $2.1M |
| Almanack Investment Partners, LLC. | 0.41% | No change | 17,145 | $2.1M |
| Opes Wealth Management LLC | 0.41% | Add +5.0% | 16,971 | $2.0M |
| Avior Wealth Management, LLC | 0.08% | Reduce -1.8% | 16,836 | $2.0M |
| Pinnacle Bancorp, Inc. | 0.66% | Reduce -1.7% | 16,825 | $2.0M |
| Stordahl Capital Management, Inc. | 0.47% | Reduce -0.0% | 16,668 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -3.4% | 17,389 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -26.1% | 16,353 | $2.0M |
| Breakwater Capital Group | 0.35% | Add +0.9% | 16,276 | $1.9M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -2.3% | 16,227 | $1.9M |
| Allegheny Financial Group | 0.50% | Add +1.7% | 16,175 | $1.9M |
| Founders Grove Wealth Partners, LLC | 0.54% | Add +8.6% | 16,078 | $1.9M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -5.6% | 16,063 | $1.9M |
| CoreCap Advisors, LLC | 0.08% | Add +1519.8% | 16,020 | $1.9M |
| Renaissance Technologies | 0.00% | Add +444.8% | 15,800 | $1.9M |
| SOA Wealth Advisors, LLC. | 0.39% | Add +0.2% | 15,727 | $1.9M |
| Blair William & Co. | 0.01% | Add +2.0% | 15,702 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +0.2% | 15,583 | $1.9M |
| Belpointe Asset Management LLC | 0.10% | Add +375.0% | 15,413 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Reduce -19.7% | 15,375 | $1.8M |
| Caldwell Trust Co | 0.20% | Reduce -1.5% | 15,297 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Add +0.1% | 15,077 | $1.8M |
| Presilium Private Wealth, LLC | 0.40% | Reduce -20.9% | 14,987 | $1.8M |
| First Citizens Bank & Trust Co. | 0.04% | Add +16.0% | 14,781 | $1.8M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -0.5% | 14,773 | $1.8M |
| Money Concepts Capital Corp. | 0.13% | New | 14,692 | $1.8M |
| Harvest Investment Services, LLC | 0.49% | New | 14,658 | $1.8M |
| Modern Wealth Management, LLC | 0.06% | New | 14,482 | $1.7M |
| C2C Wealth Management, LLC | 1.58% | Reduce -0.2% | 14,056 | $1.7M |
| Park Place Capital Corp | 0.45% | Reduce -5.7% | 14,017 | $1.7M |
| Teachers Insurance & Annuity Association of America | 2.24% | No change | 14,016 | $1.7M |
| Caprock Group, LLC | 0.05% | New | 13,838 | $1.7M |
| Rik Saylor Financial, Inc. | 1.46% | Add +1.1% | 13,832 | $1.7M |
| Pacific Financial Group Inc. | 1.33% | Reduce -1.9% | 13,814 | $1.7M |
| Rodgers & Associates, LTD | 0.20% | Add +0.9% | 13,768 | $1.6M |
| &partners | 0.02% | Add +110.1% | 13,754 | $1.6M |
| Cornerstone Advisory, LLC | 0.19% | No change | 14,000 | $1.6M |
| Innovative Wealth Building LLC | 1.46% | Reduce -4.0% | 13,206 | $1.6M |
| Bessemer Group Inc. | 0.00% | Add +12.5% | 13,208 | $1.6M |
| Corundum Trust Company, INC | 4.54% | No change | 13,166 | $1.6M |
| Novak & Powell Financial Services, Inc. | 0.98% | Reduce -10.6% | 13,157 | $1.6M |
| Columbia Bank | 0.54% | Reduce -6.2% | 13,074 | $1.6M |
| Whittier Trust Co. | 0.02% | No change | 13,056 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.8% | 15,033 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +255.9% | 12,916 | $1.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0.42% | Reduce -0.6% | 12,846 | $1.5M |
| Shakespeare Wealth Management, LLC | 0.41% | Reduce -3.2% | 12,840 | $1.5M |
| Pure Financial Advisors, LLC | 0.03% | Add +0.5% | 12,500 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.5% | 12,473 | $1.5M |
| Phillips Financial Management, LLC | 0.11% | No change | 12,318 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +8.2% | 12,257 | $1.5M |
| Financial Advocates Investment Management | 0.10% | Reduce -18.2% | 12,244 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -2.4% | 12,238 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +248.0% | 12,209 | $1.5M |
| Two Sigma Investments, LP | 0.00% | New | 12,100 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.16% | No change | 11,919 | $1.4M |
| Bangor Savings Bank | 0.13% | No change | 11,793 | $1.4M |
| Vicus Capital | 0.13% | Reduce -6.7% | 11,753 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -10.5% | 12,052 | $1.4M |
| Crescent Grove Advisors, LLC | 0.15% | Reduce -2.4% | 11,694 | $1.4M |
| Renasant Bank | 0.93% | Reduce -4.6% | 11,674 | $1.4M |
| Peregrine Asset Advisers, Inc. | 0.52% | Reduce -2.5% | 11,650 | $1.4M |
| Farmers & Merchants Investments Inc. | 0.04% | No change | 11,638 | $1.4M |
| AMG National Trust Bank | 0.04% | Add +1.3% | 11,509 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -5.4% | 11,342 | $1.4M |
| Whitaker-Myers Wealth Managers, LTD. | 0.37% | Add +18.0% | 11,102 | $1.3M |
| Independent Solutions Wealth Management, LLC | 0.29% | New | 10,994 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.3% | 10,917 | $1.3M |
| First Horizon Advisors, Inc. | 0.04% | Reduce -2.4% | 10,846 | $1.3M |
| Aft, Forsyth & Company, Inc. | 0.70% | Add +0.1% | 10,804 | $1.3M |
| Keel Point, LLC | 0.10% | Reduce -0.4% | 10,747 | $1.3M |
| Simon Quick Advisors, LLC | 0.07% | No change | 10,709 | $1.3M |
| Capital Analysts, LLC | 0.05% | Reduce -4.9% | 10,671 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -3.7% | 10,668 | $1.3M |
| Claro Advisors Inc. | 0.17% | Reduce -3.3% | 10,599 | $1.3M |
| MidAtlantic Capital Management, Inc. | 1.00% | Add +3.9% | 10,588 | $1.3M |
| Sowell Financial Services LLC | 0.06% | New | 10,475 | $1.3M |
| Thompson Investment Management, Inc. | 0.19% | Add +3.0% | 10,305 | $1.2M |
| Acas, LLC | 0.92% | Reduce -4.6% | 10,474 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Add +3.4% | 9,892 | $1.2M |
| WealthShield Partners, LLC | 0.15% | No change | 9,672 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -6.7% | 9,639 | $1.2M |
| CW Advisors, LLC | 0.01% | Add +1.1% | 9,479 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.22% | Add +0.5% | 9,383 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | New | 9,362 | $1.1M |
| Financial Partners Group, Inc | 0.17% | Reduce -1.9% | 9,309 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | New | 9,300 | $1.1M |
| Bank of Stockton | 0.35% | Reduce -24.1% | 9,249 | $1.1M |
| Blackston Financial Advisory Group, LLC | 0.75% | Reduce -6.8% | 9,217 | $1.1M |
| Sather Financial Group Inc | 0.07% | No change | 9,190 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.6% | 9,124 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +15.8% | 9,103 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +6.9% | 9,059 | $1.1M |
| Quadrature Capital Ltd | 0.02% | New | 8,978 | $1.1M |
| Cardiff Park Advisors, LLC | 0.10% | No change | 8,966 | $1.1M |
| Bremer Bank National Association | 0.19% | Add +4.3% | 8,962 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.48% | Add +15.1% | 8,948 | $1.1M |
| American Trust | 0.26% | Reduce -32.6% | 8,861 | $1.1M |
| Pinkerton Wealth, LLC | 0.14% | New | 8,827 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Add +0.4% | 8,726 | $1.0M |
| FAS Wealth Partners, Inc. | 0.08% | Reduce -11.2% | 8,682 | $1.0M |
| Essex LLC | 0.23% | Reduce -1.6% | 8,679 | $1.0M |
| Alpine Bank Wealth Management | 0.17% | — | 8,672 | $1.0M |
| Citizens Financial Group Inc. | 0.02% | Add +1.9% | 8,614 | $1.0M |
| KMG Fiduciary Partners, LLC | 0.08% | Add +0.3% | 8,485 | $1.0M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.57% | Add +6.7% | 8,465 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.8% | 8,321 | $996K |
| TAGStone Capital, Inc. | 0.48% | Add +0.4% | 8,233 | $986K |
| Private Wealth Asset Management, LLC | 0.14% | — | 7,968 | $954K |
| Earnest Partners LLC | 0.00% | Add +63.7% | 7,948 | $952K |
| Cwm, LLC | 0.00% | Add +2.5% | 7,928 | $949K |
| Cresset Asset Management, LLC | 0.00% | Reduce -6.6% | 7,916 | $948K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -16.4% | 7,913 | $947K |
| Mfa Wealth Advisors, LLC | 0.23% | New | 7,901 | $946K |
| Atria Investments, Inc | 0.01% | New | 7,835 | $938K |
| Anderson Hoagland & Co. | 0.11% | No change | 8,966 | $931K |
| Houlihan Financial Resource Group, Ltd. | 0.42% | Reduce -2.9% | 7,726 | $925K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -0.6% | 7,680 | $920K |
| Venture Visionary Partners LLC | 0.04% | Add +1.4% | 7,588 | $909K |
| Strategic Blueprint, LLC | 0.05% | Reduce -39.0% | 7,586 | $908K |
| Thompson Siegel & Walmsley LLC | 0.02% | Reduce -69.9% | 7,535 | $902K |
| Synovus Financial Corp. | 0.01% | Add +0.4% | 7,524 | $901K |
| Axis Wealth Partners, LLC | 0.66% | Add +27.6% | 7,504 | $898K |
| SCS Capital Management LLC | 0.01% | New | 7,493 | $897K |
| Finley Financial, LLC | 0.50% | No change | 7,760 | $890K |
| Compound Planning, Inc. | 0.04% | Add +55.9% | 7,431 | $890K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | No change | 7,431 | $890K |
| SouthState Bank Corp | 0.04% | Add +125.5% | 7,406 | $887K |
| Atlantic Edge Private Wealth Management, LLC | 0.27% | Reduce -0.5% | 7,295 | $873K |
| Griffin Asset Management, Inc. | 0.11% | Reduce -0.2% | 7,206 | $863K |
| Savant Capital, LLC | 0.01% | Reduce -3.0% | 7,202 | $862K |
| Meridian Financial Advisors, LLC | 0.60% | Add +0.0% | 7,139 | $855K |
| Aspire Growth Partners LLC | 0.75% | Reduce -0.4% | 7,232 | $841K |
| Stratos Investment Management, LLC | 0.04% | Add +1.7% | 7,010 | $839K |
| Smith Anglin Financial, LLC | 0.09% | Reduce -2.6% | 7,008 | $839K |
| Mystic Asset Management, Inc. | 0.22% | No change | 7,000 | $838K |
| New Age Alpha Advisors, LLC | 0.04% | New | 6,946 | $832K |
| Narwhal Capital Management | 0.07% | No change | 6,923 | $829K |
| Arax Advisory Partners | 0.05% | Reduce -96.1% | 6,798 | $814K |
| Nemes Rush Group LLC | 0.10% | No change | 6,765 | $810K |
| Beirne Wealth Consulting Services, LLC | 0.29% | Add +20.9% | 6,754 | $809K |
| JMG Financial Group, Ltd. | 0.03% | Reduce -1.5% | 6,682 | $800K |
| Vanguard Group Inc. | 0.00% | Add +5.8% | 6,671 | $799K |
| StoneCrest Wealth Management, Inc. | 0.51% | Reduce -3.9% | 6,657 | $797K |
| Cambridge Financial Group, LLC | 0.34% | Add +1.1% | 6,660 | $797K |
| Matthew Goff Investment Advisor, LLC | 0.15% | No change | 6,655 | $797K |
| Meridian Investment Counsel Inc. | 0.23% | No change | 6,648 | $796K |
| MainStreet Investment Advisors LLC | 0.12% | No change | 6,633 | $794K |
| Moneco Advisors, LLC | 0.08% | Add +10.3% | 6,612 | $792K |
| Composition Wealth, LLC | 0.02% | Reduce -29.8% | 6,479 | $776K |
| Alexis Investment Partners, LLC | 0.37% | Reduce -9.4% | 6,460 | $773K |
| Thomasville National Bank | 0.06% | No change | 6,381 | $764K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 6,350 | $760K |
| Global Trust Asset Management, LLC | 0.46% | Reduce -0.2% | 6,324 | $757K |
| Cadence Bank | 0.05% | Reduce -3.2% | 6,189 | $741K |
| Arkadios Wealth Advisors | 0.03% | New | 6,179 | $740K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.18% | No change | 6,109 | $731K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.2% | 5,973 | $715K |
| United Capital Financial Advisors, LLC | 0.01% | Add +6.1% | 5,969 | $715K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -9.7% | 5,957 | $713K |
| Panoramic Investment Advisors, LLC | 0.48% | No change | 5,935 | $711K |
| Harbor Investment Advisory, LLC | 0.07% | No change | 5,865 | $702K |
| Independence Bank of Kentucky | 0.11% | No change | 5,828 | $698K |
| Bay Capital Advisors, LLC | 0.58% | No change | 5,797 | $694K |
| Harbour Capital Advisors, LLC | 0.17% | No change | 6,120 | $693K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +6.5% | 5,767 | $690K |
| Weinberger Asset Management, Inc | 0.29% | Reduce -3.2% | 5,679 | $680K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.3% | 5,666 | $678K |
| Quantinno Capital Management LP | 0.00% | Add +80.2% | 5,659 | $678K |
| Pinnacle Family Advisors, LLC | 0.36% | Reduce -2.6% | 5,594 | $670K |
| Kanawha Capital Management LLC | 0.05% | Add +0.1% | 5,543 | $664K |
| Valley Forge Investment Consultants Inc. Adv | 0.24% | Add +0.4% | 5,524 | $661K |
| Hancock Whitney Corp. | 0.02% | Add +7.3% | 5,499 | $658K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 5,484 | $657K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -91.7% | 5,452 | $653K |
| Mission Wealth Management, LP | 0.02% | Reduce -1.3% | 5,431 | $650K |
| Private Trust Co. NA | 0.07% | Add +21.1% | 5,418 | $649K |
| Fund Evaluation Group, LLC | 0.03% | New | 5,300 | $635K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -18.1% | 5,293 | $634K |
| Nuance Investments, LLC | 0.04% | Add +91.8% | 5,247 | $628K |
| Fulton Bank, N.A. | 0.03% | Add +63.6% | 5,230 | $626K |
| Saxon Interests, Inc. | 0.29% | Add +0.8% | 5,195 | $622K |
| Cambridge Advisors Inc. | 0.14% | No change | 5,179 | $620K |
| PKS Advisory Services, LLC | 0.17% | Add +18.9% | 5,141 | $616K |
| Davidson Trust Co. | 0.29% | Reduce -0.2% | 5,032 | $602K |
| Spire Wealth Management | 0.02% | Reduce -7.9% | 5,031 | $602K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.0% | 4,913 | $588K |
| First Citizens Asset Management, Inc. | 0.23% | Reduce -5.0% | 4,912 | $588K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +44.6% | 4,888 | $585K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +44.6% | 4,888 | $585K |
| American Financial & Tax Strategies Inc. | 0.31% | No change | 4,881 | $584K |
| MV Capital Management, Inc. | 0.06% | Add +34.2% | 4,833 | $579K |
| Total Wealth Planning, LLC | 0.09% | No change | 4,830 | $578K |
| Awm Capital, LLC | 0.07% | No change | 4,822 | $577K |
| Integras Partners LLC | 0.54% | Reduce -3.1% | 4,740 | $567K |
| EPG Wealth Management LLC | 0.16% | Add +1.1% | 4,728 | $566K |
| MSH Capital Advisors LLC | 0.17% | No change | 4,725 | $566K |
| Lodestar Private Asset Management LLC | 0.07% | Add +0.3% | 4,722 | $565K |
| Trust Co. of Vermont | 0.03% | Add +8.7% | 4,691 | $562K |
| Crestwood Advisors Group, LLC | 0.01% | Add +37.3% | 4,672 | $559K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,625 | $554K |
| Roberts Financial Services LLC | 0.11% | Reduce -2.6% | 4,624 | $554K |
| Aspiriant, LLC | 0.02% | Reduce -1.6% | 4,589 | $549K |
| Rockbridge Investment Management, LCC | 0.06% | Reduce -2.0% | 4,566 | $547K |
| Boston Family Office LLC | 0.04% | Reduce -21.6% | 4,536 | $543K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -7.8% | 4,529 | $542K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -6.4% | 4,509 | $540K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.04% | No change | 4,502 | $539K |
| IFG Advisory, LLC | 0.03% | Add +0.8% | 4,498 | $538K |
| FC Advisory LLC | 0.18% | Reduce -2.2% | 4,496 | $538K |
| Montecito Bank & Trust | 0.09% | Reduce -0.7% | 4,460 | $534K |
| Cobblestone Capital Advisors LLC | 0.03% | Reduce -2.3% | 4,444 | $532K |
| Fiduciary Alliance LLC | 0.05% | Add +0.2% | 4,431 | $530K |
| Professional Financial Advisors, LLC | 0.13% | Reduce -0.2% | 4,428 | $530K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -2.4% | 4,363 | $522K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.8% | 4,354 | $521K |
| Uptick Partners, LLC | 0.18% | Reduce -1.9% | 4,344 | $520K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -1.3% | 4,329 | $518K |
| Cookson Peirce & Co. Inc. | 0.03% | Reduce -3.9% | 4,306 | $516K |
| Clark Capital Management Group, Inc. | 0.00% | New | 4,279 | $512K |
| Brighton Jones LLC | 0.02% | Reduce -26.4% | 4,265 | $511K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 4,256 | $510K |
| Naples Global Advisors, LLC | 0.05% | No change | 4,216 | $505K |
| BlueChip Wealth Advisors LLC | 0.25% | Reduce -63.5% | 4,215 | $505K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -16.6% | 4,208 | $504K |
| Partners Wealth Management, LLC | 0.57% | No change | 4,205 | $503K |
| Ancora Advisors LLC | 0.01% | No change | 4,182 | $501K |
| Doliver Advisors, LP | 0.14% | New | 4,135 | $495K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 4,123 | $494K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +8.8% | 4,108 | $492K |
| IFG Advisors, LLC | 0.09% | No change | 4,005 | $480K |
| Wolff Financial Management LLC | 0.13% | No change | 4,000 | $479K |
| Riverbend Wealth Management, LLC | 0.43% | No change | 4,000 | $479K |
| Ironsides Asset Advisors, LLC | 0.14% | No change | 4,000 | $479K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -7.4% | 3,999 | $479K |
| Bailard, Inc. | 0.01% | Reduce -12.9% | 3,926 | $470K |
| FRG Family Wealth Advisors LLC | 0.09% | No change | 3,888 | $466K |
| Sound Income Strategies, LLC | 0.03% | Add +0.0% | 3,884 | $465K |
| Insight Inv LLC | 0.32% | No change | 3,849 | $461K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | No change | 3,828 | $458K |
| PFG Advisors | 0.03% | Add +1.8% | 3,821 | $458K |
| Financial Alternatives, Inc | 0.32% | No change | 3,806 | $456K |
| Country Club Bank | 0.03% | No change | 3,805 | $454K |
| TrinityBridge Ltd | 0.01% | No change | 3,741 | $448K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -74.8% | 3,733 | $447K |
| Assetmark, Inc. | 0.00% | Add +227.7% | 3,716 | $445K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.3% | 3,708 | $444K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -6.6% | 3,689 | $442K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 3,688 | $442K |
| Liberty Wealth Management LLC | 0.08% | Add +0.3% | 3,686 | $441K |
| Topsail Wealth Management, LLC | 0.09% | No change | 3,678 | $440K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 3,600 | $431K |
| Fiduciary Trust Co | 0.01% | Add +27.3% | 3,595 | $430K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.0% | 3,575 | $428K |
| IHT Wealth Management, LLC | 0.01% | Reduce -13.9% | 3,570 | $427K |
| Net Worth Advisory Group | 0.13% | Add +18.9% | 3,558 | $426K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -5.1% | 3,552 | $425K |
| Foster & Motley Inc. | 0.03% | No change | 3,540 | $424K |
| Fayez Sarofim & Co | 0.00% | Reduce -17.5% | 3,526 | $422K |
| Relyea Zuckerberg Hanson LLC | 0.06% | Add +0.4% | 3,515 | $421K |
| Equitable Trust Co. | 0.02% | Add +0.4% | 3,501 | $419K |
| Eagle Strategies LLC | 0.07% | Add +2.5% | 3,498 | $419K |
| Wesbanco Bank Inc. | 0.01% | Reduce -1.1% | 3,487 | $417K |
| Fairscale Capital, LLC | 0.38% | Add +14.2% | 3,483 | $417K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 3,481 | $417K |
| Choreo, LLC | 0.01% | Reduce -5.9% | 3,475 | $416K |
| RFG Advisory, LLC | 0.01% | Add +5.3% | 3,454 | $414K |
| Washington Trust Bank | 0.04% | Add +5.2% | 3,433 | $411K |
| Brown Advisory Inc. | 0.00% | Add +7.6% | 3,426 | $410K |
| Goldstein Advisors, LLC | 0.06% | No change | 3,420 | $409K |
| Veridan Wealth LLC | 0.18% | Reduce -2.9% | 3,385 | $405K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.5% | 3,369 | $403K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -26.1% | 3,362 | $403K |
| Sage Financial Group Inc. | 0.03% | Reduce -0.6% | 3,329 | $399K |
| Argent Trust Co | 0.02% | No change | 3,316 | $397K |
| Sensible Money, LLC | 0.17% | No change | 3,311 | $396K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.7% | 3,305 | $396K |
| Graypoint LLC | 0.02% | No change | 3,263 | $391K |
| First Commonwealth Financial Corp | 0.09% | No change | 3,198 | $383K |
| Alpha Financial Advisors, LLC | 0.17% | No change | 3,184 | $381K |
| Larson Financial Group LLC | 0.02% | No change | 3,183 | $381K |
| AlphaCore Capital LLC | 0.03% | Reduce -73.1% | 3,183 | $381K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +0.0% | 3,177 | $380K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -0.1% | 3,176 | $380K |
| SlateStone Wealth, LLC | 0.04% | Add +0.0% | 3,165 | $379K |
| Fiduciary Financial Group, LLC | 0.08% | No change | 3,430 | $371K |
| Nwam LLC | 0.03% | Reduce -74.9% | 3,066 | $367K |
| Richards, Merrill & Peterson, Inc. | 0.19% | No change | 3,064 | $367K |
| Royal Fund Management, LLC | 0.04% | Reduce -2.6% | 3,044 | $365K |
| Parkside Financial Bank & Trust | 0.05% | No change | 3,043 | $364K |
| Gryphon Financial Partners LLC | 0.05% | No change | 2,999 | $359K |
| KPP Advisory Services LLC | 0.07% | New | 2,979 | $357K |
| Bridges Investment Management Inc. | 0.01% | Add +6.5% | 2,969 | $355K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,922 | $350K |
| Integrated Wealth Concepts LLC | 0.00% | Add +5.6% | 2,910 | $348K |
| River Street Advisors LLC | 0.17% | Reduce -8.3% | 2,907 | $348K |
| Triangle Securities Wealth Management | 0.09% | Reduce -0.2% | 2,887 | $346K |
| Kwmg, LLC | 0.04% | No change | 2,872 | $344K |
| Nilsine Partners, LLC | 0.04% | No change | 2,870 | $344K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.0% | 2,843 | $340K |
| Sepio Capital, LP | 0.03% | Add +0.6% | 2,816 | $337K |
| Principal Securities, Inc. | 0.01% | No change | 2,686 | $336K |
| Inlight Wealth Management, LLC | 0.21% | No change | 2,800 | $335K |
| HSBC Holdings PLC | 0.00% | New | 2,787 | $334K |
| Allium Financial Advisors, LLC | 0.30% | — | 2,778 | $333K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 2,759 | $330K |
| Mechanics Bank Trust Department | 0.04% | No change | 2,750 | $329K |
| Hilltop Holdings Inc. | 0.02% | Reduce -2.1% | 2,730 | $327K |
| Mezzasalma Advisors, LLC | 0.11% | No change | 2,727 | $327K |
| CRA Financial Services, LLC | 0.06% | No change | 2,727 | $326K |
| Old Second National Bank of Aurora | 0.08% | No change | 2,710 | $324K |
| Zhang Financial LLC | 0.02% | Add +0.1% | 2,692 | $322K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 2,684 | $321K |
| PBMares Wealth Management LLC | 0.06% | Add +0.9% | 2,679 | $321K |
| Advisors Management Group Inc. | 0.07% | No change | 2,670 | $320K |
| Atlas Brown,Inc. | 0.11% | Reduce -0.5% | 2,651 | $317K |
| Capital Square, LLC | 0.19% | Reduce -10.9% | 2,644 | $317K |
| Busey Bank | 0.01% | No change | 2,636 | $316K |
| Haverford Trust Co | 0.00% | No change | 2,635 | $315K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +15.7% | 2,623 | $314K |
| Founders Financial Securities LLC | 0.03% | Reduce -2.2% | 2,740 | $314K |
| Advisors Capital Management, LLC | 0.00% | New | 2,617 | $313K |
| Destiny Capital Corp | 0.21% | Add +3.9% | 2,594 | $311K |
| Willner & Heller, LLC | 0.29% | Add +0.4% | 2,581 | $309K |
| Callan Family Office, LLC | 0.02% | Reduce -7.0% | 2,580 | $309K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,571 | $308K |
| Cape Investment Advisory, Inc. | 0.12% | Add +1771.3% | 2,545 | $305K |
| QRG Capital Management, Inc. | 0.00% | Reduce -24.6% | 2,542 | $304K |
| Bonfire Financial | 0.28% | No change | 2,515 | $301K |
| Pettyjohn, Wood & White, Inc. | 0.06% | No change | 2,500 | $299K |
| Calamos Wealth Management LLC | 0.02% | Add +46.0% | 2,496 | $299K |
| Wealth Preservation Advisors, LLC | 0.21% | — | 2,489 | $298K |
| Weil Company, Inc. | 0.09% | Reduce -3.1% | 2,439 | $292K |
| Stephens Inc. | 0.00% | Reduce -6.6% | 2,431 | $291K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,412 | $289K |
| Root Financial Partners, LLC | 0.03% | No change | 2,406 | $288K |
| Romano Brothers and Company | 0.04% | No change | 2,405 | $288K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +40.7% | 2,404 | $288K |
| Essex Financial Services, Inc. | 0.02% | Add +0.1% | 2,398 | $287K |
| Clarity Asset Management, Inc. | 0.18% | Add +0.4% | 2,398 | $287K |
| Mullaney, Keating & Wright, Inc. | 0.19% | No change | 2,383 | $285K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,380 | $285K |
| Carolinas Wealth Consulting LLC | 0.06% | Add +2.4% | 2,376 | $285K |
| Gen-Wealth Partners Inc | 0.12% | Add +6.8% | 2,365 | $283K |
| Independent Family Office, LLC | 0.15% | No change | 2,350 | $281K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 2,337 | $280K |
| apricus wealth, LLC | 0.17% | Add +4.4% | 2,334 | $279K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 2,478 | $279K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +28.4% | 2,316 | $277K |
| MKT Advisors LLC | 0.13% | No change | 2,600 | $277K |
| Valley National Advisers Inc. | 0.05% | No change | 2,320 | $277K |
| Portland Global Advisors LLC | 0.03% | No change | 2,312 | $277K |
| Transform Wealth, LLC | 0.02% | Reduce -2.6% | 2,299 | $275K |
| Bravias Capital Group, LLC | 0.22% | Add +0.1% | 2,281 | $273K |
| United Community Bank | 0.10% | Reduce -13.4% | 2,275 | $272K |
| Nalls Sherbakoff Group, LLC | 0.22% | — | 2,264 | $271K |
| Clientfirst Wealth Management, LLC | 0.31% | No change | 2,258 | $270K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,245 | $269K |
| Heritage Family Offices, LLP | 0.14% | Add +0.4% | 2,237 | $268K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,228 | $267K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,218 | $266K |
| Vickerman Investment Advisors, Inc. | 0.06% | No change | 2,207 | $264K |
| Retirement Planning Co of New England, Inc. | 0.13% | Reduce -14.6% | 2,195 | $263K |
| AdvisorNet Financial, Inc | 0.02% | Add +2.0% | 2,180 | $261K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -4.2% | 2,170 | $260K |
| Accredited Investors Inc. | 0.02% | New | 2,167 | $259K |
| Cosner Financial Group, LLC | 0.16% | No change | 2,151 | $258K |
| Petra Financial Advisors Inc. | 0.21% | No change | 2,150 | $257K |
| LexAurum Advisors, LLC | 0.05% | No change | 2,149 | $257K |
| VSM Wealth Advisory, LLC | 0.09% | No change | 2,148 | $257K |
| Brookstone Capital Management | 0.00% | Add +4.6% | 2,146 | $257K |
| Insight Advisors, LLC/ PA | 0.04% | Add +0.1% | 2,139 | $256K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -44.6% | 2,127 | $255K |
| Flputnam Investment Management Co. | 0.00% | Reduce -68.2% | 2,126 | $255K |
| First County Bank | 0.14% | No change | 2,125 | $254K |
| Fidelis Capital Partners, LLC | 0.03% | Add +12.7% | 2,225 | $254K |
| Lee, Kelleher & Klein Wealth Management | 0.19% | No change | 2,112 | $253K |
| Parallel Advisors, LLC | 0.01% | Add +0.5% | 2,097 | $251K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 2,098 | $251K |
| Harbour Investments, Inc. | 0.01% | Add +17.1% | 2,093 | $251K |
| FineMark National Bank & Trust | 0.01% | Add +29.0% | 2,087 | $250K |
| Carnegie Investment Counsel | 0.01% | No change | 2,338 | $249K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.1% | 2,070 | $248K |
| Enzi Wealth | 0.10% | No change | 2,160 | $248K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,068 | $248K |
| Wick Capital Partners, LLC | 0.07% | No change | 2,061 | $247K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,055 | $246K |
| Motco | 0.03% | Reduce -22.2% | 2,054 | $246K |
| Mather Group, Llc. | 0.00% | No change | 2,054 | $246K |
| Clayton Financial Group LLC | 0.09% | Reduce -1.5% | 2,053 | $246K |
| JPL Wealth Management, LLC | 0.07% | No change | 2,053 | $246K |
| Eclectic Associates Inc. | 0.07% | No change | 2,046 | $245K |
| FSA Advisors, Inc. | 0.19% | New | 2,032 | $243K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.1% | 2,022 | $242K |
| Turning Point Benefit Group, Inc. | 0.22% | Reduce -59.4% | 2,253 | $240K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -9.1% | 2,004 | $240K |
| DT Investment Partners, LLC | 0.02% | No change | 2,000 | $239K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 2,000 | $239K |
| Russell Investments Group, Ltd. | 0.00% | Add +57.0% | 1,995 | $239K |
| Chapin Davis, Inc. | 0.08% | No change | 1,992 | $239K |
| Huntleigh Advisors, Inc. | 0.04% | Reduce -9.0% | 1,991 | $238K |
| Sunesis Advisors, LLC | 0.13% | No change | 1,977 | $237K |
| Ellevest, Inc. | 0.02% | Add +0.1% | 1,975 | $236K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.5% | 1,974 | $236K |
| Mattern Wealth Management LLC | 0.05% | No change | 1,953 | $234K |
| National Bank of Canada | 0.00% | Add +8.2% | 1,954 | $234K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -2.0% | 1,934 | $232K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -62.0% | 1,870 | $231K |
| International Assets Investment Management, LLC | 0.02% | Add +0.1% | 1,927 | $231K |
| Summit Financial, LLC | 0.01% | New | 1,915 | $229K |
| Signaturefd, LLC | 0.00% | No change | 1,912 | $229K |
| Bellwether Advisors, LLC | 0.05% | Add +25.2% | 1,918 | $229K |
| Sapient Capital LLC | 0.00% | Reduce -15.0% | 1,910 | $229K |
| Allied Investment Advisors, LLC | 0.04% | No change | 1,909 | $229K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -9.8% | 1,906 | $228K |
| Meridian Wealth Management, LLC | 0.01% | Add +1.3% | 1,898 | $227K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +0.3% | 1,887 | $226K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.8% | 1,883 | $225K |
| CPC Advisors, LLC | 0.03% | No change | 1,880 | $225K |
| Tyche Wealth Partners LLC | 0.05% | No change | 1,874 | $224K |
| Aufman Associates Inc | 0.15% | No change | 1,864 | $223K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,860 | $223K |
| Garde Capital, Inc. | 0.01% | No change | 1,857 | $222K |
| Accelerate Investment Advisors LLC | 0.19% | Add +0.2% | 1,849 | $221K |
| Sandy Spring Bank | 0.01% | No change | 1,841 | $220K |
| Empower Advisory Group, LLC | 0.00% | Reduce -24.6% | 1,840 | $220K |
| MB Generational Wealth, LLC | 0.16% | No change | 1,814 | $217K |
| Holland Advisory Services, Inc. | 0.33% | Add +0.4% | 1,801 | $216K |
| V2 Financial group LLC | 0.14% | No change | 1,800 | $216K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 1,800 | $216K |
| Buttonwood Financial Advisors Inc. | 0.09% | Add +0.8% | 1,787 | $214K |
| Hamilton Capital, LLC | 0.01% | Reduce -93.0% | 1,787 | $214K |
| M1 Capital Management LLC | 0.13% | Reduce -93.4% | 1,779 | $213K |
| MBL Wealth, LLC | 0.02% | No change | 1,775 | $213K |
| Westwood Holdings Group Inc. | 0.00% | No change | 1,770 | $212K |
| Madden Advisory Services, Inc. | 0.10% | Add +0.3% | 1,764 | $211K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 1,751 | $210K |
| Friday Financial | 0.13% | No change | 1,724 | $210K |
| HCR Wealth Advisors | 0.03% | No change | 1,737 | $208K |
| Ruggaard & Associates LLC | 0.09% | Add +0.1% | 1,737 | $208K |
| NWF Advisory Services Inc. | 0.03% | No change | 1,736 | $208K |
| Dopkins Wealth Management, LLC | 0.11% | No change | 1,732 | $207K |
| SWP Financial LLC | 0.13% | No change | 1,728 | $207K |
| Bar Harbor Wealth Management | 0.01% | Reduce -15.1% | 1,728 | $207K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 1,723 | $206K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | Reduce -8.2% | 1,676 | $204K |
| First City Capital Management, Inc. | 0.12% | No change | 1,690 | $202K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Reduce -28.9% | 1,689 | $202K |
| Clark Asset Management, LLC | 0.03% | New | 1,685 | $202K |
| Ritholtz Wealth Management | 0.01% | Add +4.0% | 1,682 | $201K |
| Lanark Financial, Inc. | 0.02% | — | 1,681 | $201K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 1,674 | $200K |
| Arete Wealth Advisors, LLC | 0.02% | New | 1,673 | $200K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -10.1% | 1,775 | $200K |
| NorthRock Partners, LLC | 0.01% | No change | 1,613 | $193K |
| Horizon Investments, LLC | 0.01% | Reduce -2.9% | 1,538 | $184K |
| Key Financial Inc | 0.04% | Add +2.8% | 1,524 | $182K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,496 | $179K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -24.4% | 1,495 | $179K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 1,454 | $174K |
| Smithfield Trust Co | 0.01% | No change | 1,422 | $170K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.3% | 1,417 | $170K |
| PFS Partners, LLC | 0.09% | Add +14.4% | 1,390 | $166K |
| HM Payson & Co. | 0.00% | No change | 1,367 | $164K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,352 | $162K |
| Grove Bank & Trust | 0.02% | No change | 1,305 | $156K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,248 | $149K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,230 | $147K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -69.8% | 1,217 | $146K |
| Bogart Wealth, LLC | 0.01% | No change | 1,193 | $143K |
| Legacy Bridge, LLC | 0.08% | No change | 1,185 | $142K |
| LRI Investments, LLC | 0.01% | No change | 1,180 | $141K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 1,171 | $140K |
| TFC Financial Management, Inc. | 0.02% | Reduce -5.1% | 1,138 | $136K |
| Blue Trust, Inc. | 0.00% | Add +15.0% | 1,134 | $136K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,131 | $135K |
| Mechanics Financial Corp | 0.06% | No change | 1,098 | $131K |
| Mascoma Wealth Management LLC | 0.03% | Reduce -15.5% | 1,093 | $131K |
| Main Street Group, LTD | 0.06% | No change | 1,085 | $130K |
| POM Investment Strategies, LLC | 0.15% | New | 1,071 | $128K |
| Continuum Advisory, LLC | 0.02% | No change | 1,070 | $128K |
| Towne Trust Company, N.A | 0.04% | No change | 1,062 | $127K |
| Concord Wealth Partners | 0.02% | Add +0.4% | 1,039 | $124K |
| Kentucky Trust Co | 0.07% | No change | 1,000 | $120K |
| Financial Life Planners | 0.11% | Reduce -4.0% | 941 | $113K |
| Rothschild Investment LLC | 0.01% | No change | 940 | $113K |
| Clearstead Trust, LLC | 0.02% | No change | 920 | $110K |
| Holos Integrated Wealth LLC | 0.07% | No change | 918 | $110K |
| Johnson Financial Group, Inc. | 0.01% | No change | 916 | $110K |
| Front Row Advisors LLC | 0.04% | No change | 915 | $110K |
| S.A. Mason LLC | 0.06% | No change | 880 | $105K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 858 | $103K |
| High Note Wealth, LLC | 0.03% | No change | 851 | $102K |
| Bank of New Hampshire | 0.03% | No change | 848 | $102K |
| Bear Mountain Capital, Inc. | 0.04% | No change | 883 | $101K |
| Lindbrook Capital, LLC | 0.01% | Add +8.5% | 815 | $98K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 798 | $96K |
| Albion Financial Group | 0.01% | No change | 775 | $93K |
| Morling Financial Advisors, LLC | 0.03% | No change | 761 | $91K |
| Millstone Evans Group, LLC | 0.06% | No change | 753 | $90K |
| Quadrant Capital Group LLC | 0.00% | Reduce -82.7% | 750 | $90K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 745 | $89K |
| SIMA Wealth Partners, LLC | 0.07% | No change | 745 | $89K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 725 | $87K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.6% | 726 | $87K |
| Geneos Wealth Management Inc. | 0.00% | Add +16.4% | 704 | $84K |
| City Holding Co. | 0.01% | No change | 690 | $83K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 669 | $80K |
| Milestone Investment Advisors LLC | 0.02% | No change | 669 | $80K |
| Western Pacific Wealth Management, LP | 0.07% | No change | 668 | $80K |
| Center for Financial Planning, Inc. | 0.01% | No change | 660 | $79K |
| NBT Bank, N.A. | 0.01% | Add +0.8% | 655 | $78K |
| Evergreen Private Wealth LLC | 0.04% | Reduce -11.4% | 631 | $76K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -25.0% | 610 | $73K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 600 | $72K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 582 | $70K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 581 | $70K |
| Centennial Bank | 0.03% | Reduce -14.4% | 578 | $69K |
| Founders Financial Alliance, LLC | 0.02% | No change | 545 | $65K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 506 | $63K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 516 | $62K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 515 | $62K |
| Burkett Financial Services, LLC | 0.02% | Add +0.4% | 502 | $60K |
| N.E.W. Advisory Services LLC | 0.00% | New | 488 | $58K |
| Piscataqua Savings Bank | 0.05% | No change | 474 | $57K |
| Wolff Wiese Magana LLC | 0.04% | No change | 470 | $56K |
| Abound Wealth Management | 0.02% | Add +0.2% | 469 | $56K |
| Eastern Bank | 0.00% | No change | 465 | $56K |
| Breakwater Investment Management | 0.02% | No change | 463 | $55K |
| Tidemark, LLC | 0.02% | No change | 462 | $55K |
| American National Bank & Trust | 0.01% | Reduce -9.8% | 460 | $55K |
| Colonial Trust Co / SC | 0.01% | New | 458 | $55K |
| Tsfg, LLC | 0.01% | No change | 424 | $51K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 409 | $49K |
| North Capital, Inc. | 0.05% | — | 408 | $49K |
| Quent Capital, LLC | 0.01% | Reduce -33.2% | 401 | $48K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 386 | $46K |
| Rialto Wealth Management, LLC | 0.01% | No change | 384 | $46K |
| Synergy Investment Management, LLC | 0.02% | Reduce -50.7% | 379 | $45K |
| GeoWealth Management, LLC | 0.00% | Add +0.3% | 373 | $45K |
| Mendota Financial Group, LLC | 0.05% | No change | 360 | $43K |
| Rice Partnership, LLC | 0.01% | No change | 352 | $42K |
| HighMark Wealth Management LLC | 0.02% | Reduce -24.3% | 339 | $41K |
| GAMMA Investing LLC | 0.00% | No change | 338 | $40K |
| IMA Advisory Services, Inc. | 0.00% | New | 338 | $40K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +0.3% | 337 | $40K |
| Creative Financial Designs Inc. | 0.00% | No change | 330 | $40K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 304 | $36K |
| Princeton Global Asset Management LLC | 0.01% | No change | 300 | $36K |
| Golden State Wealth Management, LLC | 0.01% | No change | 300 | $36K |
| Colonial Trust Advisors | 0.00% | No change | 289 | $35K |
| WealthCollab, LLC | 0.02% | No change | 284 | $34K |
| MorganRosel Wealth Management, LLC | 0.01% | New | 277 | $33K |
| Runnymede Capital Advisors, Inc. | 0.03% | Reduce -10.0% | 270 | $32K |
| Capital Investment Counsel, Inc | 0.00% | No change | 266 | $32K |
| Financial Perspectives, Inc | 0.01% | No change | 262 | $31K |
| BankPlus Trust Department | 0.01% | No change | 246 | $29K |
| Palouse Capital Management, Inc. | 0.02% | No change | 244 | $29K |
| ORG Partners LLC | 0.01% | New | 241 | $29K |
| von Borstel & Associates, Inc. | 0.01% | New | 226 | $27K |
| CX Institutional | 0.00% | New | 229 | $27K |
| Pacific Center for Financial Services | 0.01% | No change | 220 | $26K |
| North Star Investment Management Corp. | 0.00% | No change | 217 | $26K |
| Comprehensive Financial Planning, Inc. | 0.02% | Reduce -27.3% | 208 | $25K |
| Orion Capital Management LLC | 0.01% | No change | 200 | $24K |
| Midwest Capital Advisors, LLC | 0.01% | Add +8.2% | 198 | $24K |
| Signature Resources Capital Management, LLC | 0.02% | Add +300.0% | 192 | $23K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 192 | $23K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +21.3% | 188 | $23K |
| Dunhill Financial, LLC | 0.01% | Add +0.6% | 184 | $22K |
| Union Savings Bank | 0.01% | No change | 176 | $21K |
| Northwest Capital Management Inc | 0.01% | No change | 154 | $18K |
| Darwin Wealth Management, LLC | 0.01% | No change | 138 | $17K |
| Running Point Capital Advisors, LLC | 0.01% | New | 144 | $17K |
| Bristlecone Advisors, LLC | 0.00% | No change | 141 | $17K |
| Sittner & Nelson, LLC | 0.01% | No change | 139 | $17K |
| Creekmur Asset Management LLC | 0.00% | No change | 136 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 129 | $15K |
| Steph & Co. | 0.01% | No change | 120 | $14K |
| Archer Investment Corp | 0.00% | No change | 118 | $14K |
| Pacifica Partners Inc. | 0.01% | No change | 115 | $13K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +14.9% | 108 | $13K |
| Perritt Capital Management Inc | 0.01% | No change | 104 | $13K |
| CENTRAL TRUST Co | 0.00% | No change | 104 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 100 | $12K |
| Zions Bancorporation, National Association | 0.00% | — | 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 |
| Perkins Coie Trust Co | 0.00% | Reduce -77.9% | 85 | $10K |
| Noble Wealth Management PBC | 0.01% | Reduce -26.9% | 79 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 78 | $9K |
| Ameriflex Group, Inc. | 0.00% | Add +65.2% | 76 | $9K |
| Sawyer & Company, Inc | 0.00% | No change | 71 | $9K |
| TOWER TRUST & INVESTMENT Co | 0.01% | — | 75 | $9K |
| CNB Bank | 0.00% | No change | 61 | $7K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 61 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 56 | $7K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -91.5% | 56 | $7K |
| Resources Management Corp. /CT/ | 0.00% | No change | 50 | $6K |
| Howe & Rusling Inc. | 0.00% | Reduce -88.7% | 43 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 42 | $5K |
| Hemington Wealth Management | 0.00% | No change | 47 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 40 | $5K |
| WASHINGTON TRUST Co | 0.00% | No change | 40 | $5K |
| Trust Co | 0.00% | No change | 34 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 30 | $4K |
| Rossby Financial, LCC | 0.00% | New | 32 | $4K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -85.5% | 19 | $2K |
| Rise Advisors, LLC | 0.00% | No change | 19 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 17 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | New | 17 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 11 | $1K |
"% 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.