iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q2 2025 (June 30)815holders −4
49new positions
52sold out
3famous investors
$123.48avg. 13F price*
At the end of Q2 2025, 815 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, down 4 from Q1 2025. 49 opened new positions and 52 sold out. The largest holders were Morgan Stanley ($528.5M), Wells Fargo & Company ($456.7M) and FMR LLC ($438.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares S&P Mid-Cap 400 Valu
- CUSIP
- 464287705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $20.7M |
| Exits | 52 | $79.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,665,836 shares bought and 2,639,137 shares sold, net −973,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 815 holders
| Morgan Stanley | 0.03% | Add +3.4% | 4,276,751 | $528.5M |
| Wells Fargo & Company | 0.10% | Reduce -0.7% | 3,695,938 | $456.7M |
| FMR LLC | 0.02% | Add +10.3% | 3,545,752 | $438.2M |
| Bank of America Corp. | 0.02% | Add +0.8% | 2,392,099 | $295.6M |
| UBS Group AG | 0.05% | Reduce -2.3% | 2,043,734 | $252.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -4.6% | 1,888,341 | $233.4M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -8.2% | 1,299,637 | $160.6M |
| D.A. Davidson & Co. | 0.83% | Add +3.5% | 954,981 | $118.0M |
| Raymond James Financial Inc. | 0.04% | Reduce -3.2% | 849,192 | $104.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -9.6% | 832,656 | $103.4M |
| Cullen/Frost Bankers, Inc. | 1.29% | Add +12.2% | 831,931 | $102.8M |
| LPL Financial LLC | 0.03% | Reduce -2.1% | 800,652 | $98.9M |
| Northern Trust Corp. | 0.01% | Add +0.9% | 720,171 | $89.0M |
| Financial Engines Advisors L.L.C. | 0.17% | Add +3.2% | 693,811 | $85.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +6.0% | 626,380 | $77.4M |
| Midland Wealth Advisors, LLC | 4.09% | Add +2.2% | 599,218 | $74.1M |
| Royal Bank of Canada | 0.01% | Add +8.2% | 587,565 | $72.6M |
| Bank of New York Mellon Corp | 0.01% | Add +17.0% | 479,986 | $59.3M |
| Willis Johnson & Associates, Inc. | 3.95% | Add +2.4% | 470,118 | $58.1M |
| Evensky & Katz LLC | 3.42% | Reduce -23.5% | 452,939 | $56.0M |
| GW Henssler & Associates Ltd. | 2.98% | Add +1.5% | 451,897 | $55.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.5% | 422,787 | $52.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -9.2% | 398,083 | $49.2M |
| Baird Financial Group, Inc. | 0.07% | Reduce -1.9% | 334,571 | $41.3M |
| MAI Capital Management | 0.29% | Add +0.7% | 332,483 | $41.1M |
| Wilmington Savings Fund Society, FSB | 0.71% | Reduce -0.7% | 320,576 | $39.6M |
| Bokf, NA | 0.64% | Reduce -1.4% | 317,319 | $39.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -7.6% | 308,340 | $38.1M |
| Pathstone Holdings, LLC | 0.13% | Add +6.9% | 270,766 | $33.5M |
| Wealthspire Advisors, LLC | 0.18% | Reduce -1.4% | 261,290 | $32.3M |
| Courier Capital LLC | 1.79% | Add +0.6% | 239,173 | $29.6M |
| Truist Financial Corp. | 0.04% | Reduce -1.8% | 232,672 | $28.8M |
| Creative Planning | 0.02% | Reduce -4.3% | 224,837 | $27.8M |
| Cerity Partners LLC | 0.05% | Reduce -3.6% | 222,738 | $27.5M |
| Jones Financial Companies LLLP | 0.02% | Add +21.3% | 219,531 | $27.1M |
| Rehmann Capital Advisory Group | 1.63% | Add +3.1% | 217,678 | $26.9M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.5% | 215,311 | $26.6M |
| Mesirow Financial Investment Management, Inc. | 0.51% | Reduce -1.3% | 212,409 | $26.3M |
| Keybank National Association | 0.09% | Reduce -1.6% | 187,734 | $23.2M |
| Bank of Montreal | 0.01% | Add +4.6% | 175,238 | $21.7M |
| Mariner, LLC | 0.03% | Reduce -1.0% | 170,061 | $21.0M |
| SPC Financial, Inc. | 1.71% | Add +0.3% | 165,136 | $20.4M |
| Lido Advisors, LLC | 0.10% | Reduce -20.5% | 151,737 | $18.8M |
| Sterling Financial Planning, Inc. | 6.04% | Add +4.8% | 146,424 | $18.1M |
| Greenup Street Wealth Management LLC | 2.97% | Add +12.2% | 138,108 | $17.1M |
| Focus Partners Wealth | 0.03% | Add +3.6% | 121,948 | $15.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -28.8% | 121,623 | $15.0M |
| Lutz Financial Services LLC | 1.16% | Reduce -0.6% | 120,569 | $14.9M |
| First Merchants Corp. | 0.55% | Reduce -2.8% | 115,234 | $14.2M |
| Corient Private Wealth LP | 0.02% | Reduce -3.4% | 113,949 | $14.1M |
| Capital Advisors, Ltd. LLC | 1.73% | Reduce -6.0% | 113,178 | $14.0M |
| Texas Yale Capital Corp. | 0.45% | Reduce -1.7% | 112,117 | $13.9M |
| 1834 Investment Advisors Co. | 1.75% | Reduce -6.6% | 111,954 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.7% | 107,447 | $13.8M |
| Salomon & Ludwin, LLC | 1.32% | Reduce -2.9% | 105,218 | $13.4M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -1.4% | 106,454 | $13.2M |
| GHP Investment Advisors, Inc. | 0.58% | Reduce -0.5% | 106,052 | $13.1M |
| Stifel Financial Corp. | 0.01% | Reduce -5.6% | 103,037 | $12.7M |
| Flaharty Asset Management, LLC | 1.70% | Add +5.5% | 100,561 | $12.4M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +5.5% | 99,828 | $12.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +35.9% | 99,789 | $12.3M |
| Cassaday & Co Wealth Management LLC | 0.31% | Add +10.5% | 99,571 | $12.3M |
| Comerica Bank | 0.05% | Reduce -1.2% | 96,826 | $12.0M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -5.3% | 96,318 | $11.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -10.3% | 93,303 | $11.5M |
| Blue Edge Capital, LLC | 1.69% | Reduce -22.6% | 92,024 | $11.4M |
| Ellis Investment Partners, LLC | 2.20% | Reduce -1.5% | 91,636 | $11.3M |
| Asset Management Group, Inc. | 1.93% | Reduce -0.9% | 89,449 | $11.1M |
| MML Investors Services, LLC | 0.03% | Add +10.1% | 85,283 | $10.5M |
| Omega Financial Group, LLC | 3.72% | Add +3.5% | 83,459 | $10.3M |
| Cetera Investment Advisers | 0.02% | Reduce -51.0% | 80,724 | $10.0M |
| Nations Financial Group Inc, /Ia/ | 0.67% | Reduce -0.6% | 79,050 | $9.8M |
| IFP Advisors, Inc | 0.27% | Add +127.8% | 77,532 | $9.6M |
| US Bancorp \de | 0.01% | Reduce -5.1% | 73,139 | $9.0M |
| BNP Paribas Financial Markets | 0.01% | Add +681.7% | 72,700 | $9.0M |
| Regions Financial Corp. | 0.06% | Add +34.3% | 72,411 | $8.9M |
| Mill Creek Capital Advisors, LLC | 0.20% | Reduce -0.1% | 72,186 | $8.9M |
| Natixis Advisors, LLC | 0.01% | Add +3.4% | 71,539 | $8.8M |
| M&T Bank Corp | 0.03% | Reduce -2.4% | 69,559 | $8.6M |
| Fifth Third Bancorp | 0.03% | Reduce -1.6% | 69,354 | $8.6M |
| Causey Wealth LLC | 4.27% | Reduce -6.2% | 67,183 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -25.4% | 65,451 | $8.1M |
| Captrust Financial Advisors | 0.02% | Add +6.0% | 63,748 | $7.9M |
| InvesTrust | 2.84% | Reduce -3.4% | 59,640 | $7.4M |
| LMG Wealth Partners, LLC | 1.50% | Add +1.5% | 59,110 | $7.3M |
| Oldfather Financial Services, LLC | 2.40% | Add +4.6% | 56,566 | $7.0M |
| Dakota Wealth Management | 0.15% | Add +9.6% | 56,308 | $7.0M |
| Ullmann Wealth Partners Group, LLC | 0.82% | Reduce -3.6% | 56,207 | $6.9M |
| Greenleaf Trust | 0.06% | Reduce -2.1% | 51,651 | $6.4M |
| Associated Banc-Corp | 0.18% | Reduce -15.5% | 51,342 | $6.3M |
| First Citizens Financial Corp | 3.41% | Add +6.0% | 50,205 | $6.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +13.9% | 50,072 | $6.2M |
| Asset Dedication, LLC | 0.44% | Add +4.5% | 49,185 | $6.1M |
| Becker Capital Management Inc. | 0.19% | No change | 48,804 | $6.0M |
| Foundation Wealth Management, LLC | 4.18% | Add +25.0% | 48,611 | $6.0M |
| SOL Capital Management CO | 0.55% | Add +39.4% | 46,281 | $5.7M |
| Broadview Financial Management, LLC | 3.87% | Add +7.0% | 46,096 | $5.7M |
| One Capital Management, LLC | 0.19% | Add +6.3% | 45,068 | $5.6M |
| Pittenger & Anderson Inc. | 0.20% | No change | 44,390 | $5.5M |
| Betterment LLC | 0.01% | Add +68.4% | 44,308 | $5.5M |
| Pinnacle Financial Partners Inc | 0.11% | Add +17.2% | 43,974 | $5.4M |
| Hudson Capital Management LLC | 1.59% | Add +0.7% | 43,796 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +13.4% | 43,603 | $5.4M |
| DDFG, Inc | 1.34% | Add +4.9% | 43,155 | $5.3M |
| JFS Wealth Advisors, LLC | 0.34% | Add +2.1% | 42,981 | $5.3M |
| Mfa Wealth Advisors, LLC | 1.25% | Add +443.8% | 42,965 | $5.3M |
| StoneX Group Inc. | 0.26% | Add +6.7% | 42,577 | $5.3M |
| Idaho Trust Co | 1.86% | Add +6.6% | 42,078 | $5.2M |
| Cibc World Market Inc. | 0.01% | Reduce -1.9% | 41,451 | $5.1M |
| BKM Wealth Management, LLC | 1.99% | Reduce -0.3% | 41,160 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.2% | 40,784 | $5.0M |
| ETF Portfolio Partners, Inc. | 1.38% | Reduce -6.6% | 40,217 | $5.0M |
| Ironwood Financial, llc | 1.06% | No change | 41,474 | $5.0M |
| Novem Group | 0.63% | Add +4.7% | 39,871 | $4.9M |
| Waverly Advisors, LLC | 0.05% | Reduce -1.0% | 39,809 | $4.9M |
| Ifrah Financial Services, Inc. | 1.33% | Reduce -0.1% | 39,464 | $4.9M |
| Bryn Mawr Trust Advisors, LLC | 0.27% | Reduce -0.8% | 39,452 | $4.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.56% | Add +2.9% | 39,180 | $4.8M |
| Fifth Third Wealth Advisors LLC | 0.20% | Reduce -13.1% | 37,936 | $4.7M |
| Smith Chas P & Associates Pa Cpas | 0.26% | Reduce -0.1% | 37,427 | $4.6M |
| Csenge Advisory Group | 0.24% | Add +4.6% | 37,694 | $4.5M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -18.2% | 36,352 | $4.5M |
| JNBA Financial Advisors | 0.43% | Reduce -1.3% | 35,960 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -12.5% | 35,868 | $4.4M |
| King Wealth Management Group | 0.60% | Reduce -1.9% | 35,507 | $4.4M |
| Goelzer Investment Management, Inc. | 0.24% | Add +1.0% | 34,849 | $4.3M |
| NorthCrest Asset Manangement, LLC | 0.11% | Reduce -4.0% | 33,321 | $4.3M |
| Bleakley Financial Group, LLC | 0.11% | Reduce -0.1% | 34,087 | $4.2M |
| CFS Investment Advisory Services, LLC | 0.34% | No change | 33,424 | $4.1M |
| Brightwater Advisory LLC | 2.97% | Reduce -0.6% | 33,402 | $4.1M |
| Sierra Capital LLC | 0.47% | Reduce -7.3% | 32,958 | $4.1M |
| Net Worth Advisory Group | 0.90% | Add +821.9% | 32,801 | $4.1M |
| Heritage Wealth Advisors | 0.19% | No change | 37,748 | $4.0M |
| Centerpoint Advisors, LLC | 1.35% | Reduce -5.4% | 32,113 | $4.0M |
| Level Four Advisory Services, LLC | 0.15% | Add +3.1% | 31,963 | $4.0M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -9.1% | 31,647 | $3.9M |
| Midwest Trust Co | 0.05% | — | 31,517 | $3.9M |
| Trail Ridge Investment Advisors, LLC | 1.87% | Reduce -4.2% | 31,123 | $3.9M |
| Cranbrook Wealth Management, LLC | 0.81% | Reduce -1.7% | 30,854 | $3.8M |
| Modera Wealth Management, LLC | 0.05% | Add +0.1% | 30,519 | $3.8M |
| River Wealth Advisors LLC | 0.45% | Reduce -1.3% | 29,457 | $3.6M |
| LTG Capital LLC | 3.09% | Reduce -5.3% | 29,197 | $3.6M |
| M1 Capital Management LLC | 1.81% | Add +1537.0% | 29,122 | $3.6M |
| Glass Jacobson Investment Advisors llc | 1.38% | Reduce -4.1% | 29,029 | $3.6M |
| Astra Wealth Partners LLC | 2.89% | Reduce -22.8% | 28,993 | $3.6M |
| Equitable Holdings, Inc. | 0.03% | Reduce -71.6% | 28,895 | $3.6M |
| HB Wealth Management, LLC | 0.03% | Add +34.4% | 28,857 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -4.6% | 28,854 | $3.6M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -6.0% | 28,715 | $3.5M |
| Alesco Advisors, LLC, An ESL Co | 0.10% | Reduce -0.4% | 27,999 | $3.5M |
| Anb Bank | 1.53% | Reduce -19.8% | 27,640 | $3.4M |
| Campion Asset Management | 2.56% | Reduce -1.2% | 27,635 | $3.4M |
| First Hawaiian Bank | 0.46% | Reduce -1.6% | 27,555 | $3.4M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Add +6.4% | 27,472 | $3.4M |
| Neumann Capital Management, LLC | 1.05% | Add +1.4% | 27,110 | $3.4M |
| Nikulski Financial, Inc. | 0.89% | Reduce -7.8% | 26,423 | $3.3M |
| Members Trust Co | 0.11% | Reduce -2.4% | 25,942 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -0.7% | 25,450 | $3.1M |
| Heck Capital Advisors, LLC | 0.27% | Add +11.7% | 25,308 | $3.1M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -5.0% | 25,040 | $3.1M |
| Bluespring Wealth Management, LLC | 0.28% | Reduce -0.3% | 23,897 | $3.0M |
| Soltis Investment Advisors LLC | 0.23% | Add +8.2% | 23,745 | $2.9M |
| Prosperity Planning, Inc. | 1.16% | Reduce -0.2% | 23,319 | $2.9M |
| Commerce Bank | 0.02% | Reduce -11.5% | 22,567 | $2.8M |
| Jmac Enterprises LLC | 0.60% | Reduce -63.4% | 22,533 | $2.8M |
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 22,428 | $2.8M |
| POM Investment Strategies, LLC | 1.97% | Add +1979.8% | 22,275 | $2.8M |
| Fortitude Financial, LLC | 2.43% | New | 46,278 | $2.7M |
| Cozad Asset Management Inc. | 0.23% | Add +15.5% | 21,706 | $2.7M |
| UMB Bank, n.a. | 0.04% | Reduce -0.4% | 21,662 | $2.7M |
| Sigma Planning Corp | 0.08% | Add +23.9% | 20,260 | $2.5M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.3% | 20,063 | $2.5M |
| Guidance Point Advisors, LLC | 0.66% | Add +0.1% | 20,045 | $2.5M |
| Stokes Family Office, LLC | 0.26% | Reduce -0.3% | 19,978 | $2.5M |
| Sageworth Trust Co | 0.14% | New | 19,895 | $2.5M |
| Bragg Financial Advisors, Inc | 0.09% | Reduce -0.2% | 19,819 | $2.4M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -3.2% | 19,708 | $2.4M |
| Future Fund LLC | 1.08% | New | 19,662 | $2.4M |
| Teachers Insurance & Annuity Association of America | 3.02% | Add +39.7% | 19,578 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -44.0% | 19,024 | $2.4M |
| Glenmede Investment Management, LP | 0.01% | — | 19,015 | $2.3M |
| Tiemann Investment Advisors, LLC | 0.96% | Add +2.1% | 18,926 | $2.3M |
| Factorial Partners, LLC | 1.69% | Reduce -42.2% | 18,900 | $2.3M |
| Family Firm, Inc. | 0.56% | Reduce -4.6% | 18,734 | $2.3M |
| Allegheny Financial Group | 0.51% | Add +15.5% | 18,682 | $2.3M |
| Vance Wealth, LLC | 0.78% | Reduce -17.6% | 18,618 | $2.3M |
| Wealth Advisory Solutions, LLC | 0.58% | Reduce -87.8% | 18,593 | $2.3M |
| Quadrant Private Wealth Management, LLC | 0.48% | Reduce -16.8% | 18,572 | $2.3M |
| Columbia Bank | 0.69% | Add +36.4% | 17,838 | $2.3M |
| Oxler Private Wealth LLC | 0.71% | Reduce -7.3% | 18,335 | $2.3M |
| Heritage Wealth Management, Inc. | 1.72% | Add +6.2% | 18,314 | $2.3M |
| Dumont & Blake Investment Advisors LLC | 0.59% | Reduce -1.2% | 18,293 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -18.6% | 17,808 | $2.2M |
| Operose Advisors LLC | 0.62% | Add +0.2% | 17,726 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Add +42.6% | 17,482 | $2.2M |
| Allworth Financial LP | 0.01% | Reduce -0.3% | 17,343 | $2.1M |
| Opes Wealth Management LLC | 0.38% | Add +1.7% | 17,261 | $2.1M |
| Stordahl Capital Management, Inc. | 0.47% | Add +3.0% | 17,163 | $2.1M |
| Almanack Investment Partners, LLC. | 0.34% | No change | 17,145 | $2.1M |
| Sonata Capital Group Inc. | 0.85% | Reduce -0.8% | 17,140 | $2.1M |
| Avior Wealth Management, LLC | 0.07% | Reduce -1.0% | 16,662 | $2.1M |
| Breakwater Capital Group | 0.33% | Add +1.5% | 16,517 | $2.0M |
| Smith Shellnut Wilson LLC | 0.89% | Reduce -30.6% | 16,514 | $2.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.19% | Reduce -20.8% | 16,473 | $2.0M |
| Cwm, LLC | 0.01% | Add +98.8% | 15,760 | $1.9M |
| First Citizens Bank & Trust Co. | 0.04% | Add +6.6% | 15,753 | $1.9M |
| GC Wealth Management RIA, LLC | 0.16% | Reduce -12.2% | 15,731 | $1.9M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -27.5% | 15,695 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.7% | 15,629 | $1.9M |
| Pinnacle Bancorp, Inc. | 0.59% | Reduce -7.5% | 15,565 | $1.9M |
| Founders Grove Wealth Partners, LLC | 0.48% | Reduce -3.6% | 15,502 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -1.6% | 15,339 | $1.9M |
| Old National Bancorp | 0.03% | New | 14,958 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.8% | 14,919 | $1.8M |
| &partners | 0.01% | Add +7.9% | 14,836 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -9.0% | 14,760 | $1.8M |
| Franklin Resources Inc. | 0.00% | Add +62.9% | 14,760 | $1.8M |
| Caldwell Trust Co | 0.18% | Reduce -4.3% | 14,647 | $1.8M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -1.0% | 14,629 | $1.8M |
| Blair William & Co. | 0.00% | Reduce -9.1% | 14,278 | $1.8M |
| Pure Financial Advisors, LLC | 0.03% | Add +12.4% | 14,056 | $1.7M |
| Cornerstone Advisory, LLC | 0.19% | No change | 14,000 | $1.7M |
| C2C Wealth Management, LLC | 1.56% | Reduce -0.6% | 13,974 | $1.7M |
| TD Private Client Wealth LLC | 0.04% | Reduce -22.9% | 13,869 | $1.7M |
| SOA Wealth Advisors, LLC. | 0.31% | Reduce -12.5% | 13,762 | $1.7M |
| Arkadios Wealth Advisors | 0.05% | Add +121.0% | 13,656 | $1.7M |
| Rodgers & Associates, LTD | 0.18% | Reduce -1.3% | 13,586 | $1.7M |
| Rik Saylor Financial, Inc. | 1.27% | Reduce -3.1% | 13,398 | $1.7M |
| Stenger Family Office, LLC | 0.43% | — | 13,128 | $1.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.40% | Add +3.1% | 13,248 | $1.6M |
| Bessemer Group Inc. | 0.00% | No change | 13,208 | $1.6M |
| Corundum Trust Company, INC | 4.30% | No change | 13,166 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Add +32.6% | 13,115 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -0.4% | 12,998 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Reduce -78.3% | 12,837 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.42% | Reduce -0.1% | 12,834 | $1.6M |
| Whitaker-Myers Wealth Managers, LTD. | 0.40% | Add +15.2% | 12,792 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -73.1% | 12,789 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +2.5% | 12,779 | $1.6M |
| American Trust | 0.15% | Add +43.3% | 12,697 | $1.6M |
| Clearstead Advisors, LLC | 0.02% | Reduce -16.0% | 12,667 | $1.6M |
| Money Concepts Capital Corp. | 0.10% | Reduce -14.1% | 12,615 | $1.6M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.1% | 12,070 | $1.6M |
| Accurate Wealth Management, LLC | 0.23% | New | 11,858 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.8% | 12,145 | $1.5M |
| Vicus Capital | 0.12% | Add +3.1% | 12,119 | $1.5M |
| Phillips Financial Management, LLC | 0.11% | Reduce -3.6% | 11,876 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +4.4% | 11,836 | $1.5M |
| Sowell Financial Services LLC | 0.06% | Add +12.9% | 11,825 | $1.5M |
| Innovative Wealth Building LLC | 1.21% | Reduce -10.6% | 11,810 | $1.5M |
| Bangor Savings Bank | 0.13% | No change | 11,793 | $1.5M |
| Crescent Grove Advisors, LLC | 0.14% | No change | 11,694 | $1.4M |
| Farmers & Merchants Investments Inc. | 0.04% | Reduce -0.0% | 11,637 | $1.4M |
| Axis Wealth Partners, LLC | 0.94% | Add +54.6% | 11,598 | $1.4M |
| Peregrine Asset Advisers, Inc. | 0.45% | Reduce -0.6% | 11,586 | $1.4M |
| AMG National Trust Bank | 0.04% | Reduce -0.2% | 11,483 | $1.4M |
| Pacific Financial Group Inc. | 1.10% | Reduce -17.7% | 11,363 | $1.4M |
| Aft, Forsyth & Company, Inc. | 0.68% | Add +0.1% | 10,809 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.5% | 10,758 | $1.3M |
| Thompson Investment Management, Inc. | 0.19% | Add +4.4% | 10,756 | $1.3M |
| Acas, LLC | 0.89% | Reduce -1.8% | 10,289 | $1.3M |
| Keel Point, LLC | 0.09% | Reduce -0.8% | 10,657 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -0.2% | 10,651 | $1.3M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -1.2% | 10,584 | $1.3M |
| MidAtlantic Capital Management, Inc. | 0.92% | Reduce -1.4% | 10,441 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +10.9% | 10,096 | $1.2M |
| Financial Advocates Investment Management | 0.10% | Reduce -18.4% | 9,992 | $1.2M |
| Park Place Capital Corp | 0.28% | Reduce -30.3% | 9,767 | $1.2M |
| Capital Analysts, LLC | 0.04% | Reduce -6.8% | 9,941 | $1.2M |
| Presilium Private Wealth, LLC | 0.25% | Reduce -33.9% | 9,912 | $1.2M |
| Nwam LLC | 0.07% | Add +219.7% | 9,802 | $1.2M |
| First Horizon Advisors, Inc. | 0.03% | Reduce -9.4% | 9,826 | $1.2M |
| Wellspring Financial Advisors, LLC | 0.11% | Reduce -17.9% | 9,785 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -45.4% | 9,620 | $1.2M |
| HighMark Wealth Management LLC | 0.57% | Add +2698.2% | 9,486 | $1.2M |
| CW Advisors, LLC | 0.01% | Reduce -0.1% | 9,469 | $1.2M |
| Sather Financial Group Inc | 0.07% | No change | 9,190 | $1.1M |
| Financial Partners Group, Inc | 0.15% | Reduce -2.6% | 9,069 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Reduce -1.6% | 8,975 | $1.1M |
| Cardiff Park Advisors, LLC | 0.10% | No change | 8,966 | $1.1M |
| Anderson Hoagland & Co. | 0.11% | No change | 8,966 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -7.2% | 8,944 | $1.1M |
| FAS Wealth Partners, Inc. | 0.08% | Add +1.0% | 8,768 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Add +0.4% | 8,762 | $1.1M |
| Alpine Bank Wealth Management | 0.16% | No change | 8,672 | $1.1M |
| Ramiah Investment Group | 1.15% | New | 8,671 | $1.1M |
| Essex LLC | 0.21% | Reduce -1.2% | 8,577 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Reduce -1.3% | 8,500 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 8,485 | $1.0M |
| Bank of Stockton | 0.31% | Reduce -9.0% | 8,415 | $1.0M |
| Hazlett, Burt & Watson, Inc. | 0.42% | Reduce -6.3% | 8,381 | $1.0M |
| TAGStone Capital, Inc. | 0.42% | Add +0.4% | 8,268 | $1.0M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.57% | No change | 8,465 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.2% | 8,055 | $995K |
| Private Wealth Asset Management, LLC | 0.13% | No change | 7,968 | $985K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +0.6% | 7,964 | $984K |
| Evoke Wealth, LLC | 0.02% | New | 7,900 | $976K |
| WealthShield Partners, LLC | 0.12% | Reduce -19.1% | 7,826 | $967K |
| Blackston Financial Advisory Group, LLC | 0.60% | Reduce -15.1% | 7,826 | $967K |
| Renaissance Technologies | 0.00% | Reduce -50.6% | 7,800 | $964K |
| Houlihan Financial Resource Group, Ltd. | 0.40% | Add +0.0% | 7,727 | $959K |
| Finley Financial, LLC | 0.48% | No change | 7,760 | $959K |
| Schneider Downs Wealth Management Advisors, LP | 0.14% | Add +102.3% | 7,743 | $957K |
| Renasant Bank | 0.63% | Reduce -34.2% | 7,679 | $949K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -0.1% | 7,670 | $948K |
| Synovus Financial Corp. | 0.01% | Add +1.7% | 7,651 | $946K |
| AQR Capital Management | 0.00% | Reduce -60.9% | 7,632 | $943K |
| SCS Capital Management LLC | 0.01% | Add +0.3% | 7,519 | $929K |
| Venture Visionary Partners LLC | 0.03% | Reduce -1.3% | 7,492 | $926K |
| Aspire Growth Partners LLC | 0.75% | Add +3.0% | 7,445 | $920K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | No change | 7,431 | $918K |
| Compound Planning, Inc. | 0.03% | Reduce -0.3% | 7,408 | $915K |
| Atlantic Edge Private Wealth Management, LLC | 0.25% | No change | 7,295 | $902K |
| Savant Capital, LLC | 0.01% | Add +0.4% | 7,232 | $894K |
| Summit Financial, LLC | 0.02% | Add +270.6% | 7,096 | $877K |
| Meridian Financial Advisors, LLC | 0.56% | Reduce -1.8% | 7,011 | $866K |
| Mystic Asset Management, Inc. | 0.21% | No change | 7,000 | $865K |
| Fulton Bank, N.A. | 0.03% | Add +33.8% | 7,000 | $865K |
| Composition Wealth, LLC | 0.01% | Add +7.4% | 6,958 | $860K |
| Griffin Asset Management, Inc. | 0.10% | Reduce -3.9% | 6,927 | $856K |
| Narwhal Capital Management | 0.07% | No change | 6,923 | $856K |
| Harbor Investment Advisory, LLC | 0.08% | Add +17.1% | 6,865 | $848K |
| SouthState Bank Corp | 0.04% | Reduce -7.4% | 6,856 | $847K |
| Claro Advisors Inc. | 0.14% | Reduce -36.2% | 6,766 | $836K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -3.0% | 6,740 | $833K |
| Cambridge Financial Group, LLC | 0.31% | Add +0.1% | 6,664 | $823K |
| Matthew Goff Investment Advisor, LLC | 0.15% | No change | 6,655 | $822K |
| Meridian Investment Counsel Inc. | 0.22% | No change | 6,648 | $822K |
| Global Retirement Partners, LLC | 0.02% | — | 6,644 | $821K |
| MainStreet Investment Advisors LLC | 0.11% | No change | 6,633 | $820K |
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 6,606 | $816K |
| StoneCrest Wealth Management, Inc. | 0.38% | Reduce -2.5% | 6,494 | $803K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -3.2% | 6,471 | $800K |
| Beirne Wealth Consulting Services, LLC | 0.26% | Reduce -5.5% | 6,386 | $789K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 6,350 | $785K |
| Davidson Trust Co. | 0.36% | Add +25.5% | 6,317 | $781K |
| Cresset Asset Management, LLC | 0.00% | Reduce -20.3% | 6,313 | $780K |
| Harbour Capital Advisors, LLC | 0.16% | No change | 6,120 | $780K |
| Independent Financial Group, LLC | 0.02% | Reduce -59.8% | 6,189 | $765K |
| Cadence Bank | 0.05% | Reduce -0.3% | 6,169 | $762K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.16% | No change | 6,109 | $755K |
| Moneco Advisors, LLC | 0.07% | Reduce -8.0% | 6,081 | $751K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 5,957 | $736K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.3% | 5,895 | $729K |
| Independence Bank of Kentucky | 0.10% | No change | 5,828 | $720K |
| Novak & Powell Financial Services, Inc. | 0.50% | Reduce -55.9% | 5,805 | $717K |
| Bay Capital Advisors, LLC | 0.55% | No change | 5,797 | $716K |
| Weinberger Asset Management, Inc | 0.27% | Add +0.2% | 5,691 | $703K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.0% | 5,665 | $700K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.7% | 5,632 | $696K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +66.5% | 5,597 | $692K |
| Global Trust Asset Management, LLC | 0.37% | Reduce -12.0% | 5,564 | $688K |
| Quantinno Capital Management LP | 0.00% | Reduce -1.8% | 5,557 | $687K |
| Valley Forge Investment Consultants Inc. Adv | 0.22% | Add +0.4% | 5,547 | $686K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.0% | 5,485 | $678K |
| Kanawha Capital Management LLC | 0.05% | Reduce -1.1% | 5,479 | $677K |
| Crestwood Advisors Group, LLC | 0.01% | Add +16.3% | 5,434 | $672K |
| Pinnacle Family Advisors, LLC | 0.33% | Reduce -2.9% | 5,433 | $671K |
| Thomasville National Bank | 0.05% | Reduce -14.9% | 5,431 | $671K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.6% | 5,418 | $670K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.2% | 5,418 | $670K |
| Arax Advisory Partners | 0.03% | Reduce -21.6% | 5,330 | $665K |
| Fund Evaluation Group, LLC | 0.03% | No change | 5,300 | $655K |
| FC Advisory LLC | 0.20% | Add +17.1% | 5,263 | $650K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -9.7% | 5,209 | $643K |
| Cambridge Advisors Inc. | 0.13% | No change | 5,179 | $640K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -60.0% | 5,163 | $638K |
| Smith Anglin Financial, LLC | 0.06% | Reduce -27.3% | 5,093 | $629K |
| Alexis Investment Partners, LLC | 0.27% | Reduce -21.2% | 5,093 | $629K |
| SageView Advisory Group, LLC | 0.02% | No change | 4,913 | $626K |
| PKS Advisory Services, LLC | 0.15% | Reduce -1.9% | 5,045 | $623K |
| Brighton Jones LLC | 0.02% | Add +18.2% | 5,042 | $623K |
| Lodestar Private Asset Management LLC | 0.07% | Add +6.7% | 5,040 | $623K |
| Saxon Interests, Inc. | 0.29% | No change | 5,195 | $622K |
| First Citizens Asset Management, Inc. | 0.22% | Add +0.8% | 4,950 | $612K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -6.8% | 4,933 | $610K |
| Private Trust Co. NA | 0.06% | Reduce -9.8% | 4,889 | $604K |
| Professional Financial Advisors, LLC | 0.14% | Add +10.3% | 4,884 | $604K |
| American Financial & Tax Strategies Inc. | 0.31% | No change | 4,881 | $603K |
| Stratos Investment Management, LLC | 0.03% | Reduce -30.4% | 4,877 | $603K |
| Bailard, Inc. | 0.01% | Add +23.7% | 4,857 | $600K |
| Total Wealth Planning, LLC | 0.08% | No change | 4,830 | $597K |
| Awm Capital, LLC | 0.06% | No change | 4,822 | $596K |
| Spire Wealth Management | 0.02% | Reduce -5.6% | 4,748 | $587K |
| EPG Wealth Management LLC | 0.18% | Add +0.3% | 4,744 | $586K |
| MSH Capital Advisors LLC | 0.17% | No change | 4,725 | $584K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +39.4% | 4,696 | $580K |
| World Investment Advisors | 0.01% | Reduce -97.9% | 4,648 | $574K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.2% | 4,633 | $572K |
| Ancora Advisors LLC | 0.01% | Add +10.6% | 4,627 | $572K |
| Fiduciary Alliance LLC | 0.04% | Add +4.4% | 4,627 | $572K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,625 | $572K |
| Rockbridge Investment Management, LCC | 0.06% | No change | 4,566 | $564K |
| HRT Financial LP | 0.00% | New | 4,554 | $562K |
| IFG Advisory, LLC | 0.03% | Add +0.1% | 4,503 | $557K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.04% | No change | 4,502 | $556K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.3% | 4,495 | $556K |
| Boston Family Office LLC | 0.04% | Reduce -3.7% | 4,370 | $540K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 4,363 | $539K |
| Uptick Partners, LLC | 0.15% | No change | 4,344 | $537K |
| Trust Co. of Vermont | 0.03% | Reduce -8.0% | 4,317 | $533K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 4,310 | $533K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 4,279 | $529K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 4,256 | $526K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -6.1% | 4,251 | $525K |
| Cobblestone Capital Advisors LLC | 0.03% | Reduce -6.0% | 4,179 | $516K |
| Naples Global Advisors, LLC | 0.04% | Reduce -0.9% | 4,177 | $516K |
| Aspiriant, LLC | 0.02% | Reduce -9.2% | 4,165 | $515K |
| Cookson Peirce & Co. Inc. | 0.02% | Reduce -4.1% | 4,129 | $510K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 4,123 | $510K |
| Partners Wealth Management, LLC | 0.57% | No change | 4,205 | $505K |
| Wesbanco Bank Inc. | 0.01% | Add +17.0% | 4,080 | $504K |
| RFG Advisory, LLC | 0.01% | Add +17.8% | 4,069 | $503K |
| Hancock Whitney Corp. | 0.01% | Reduce -26.6% | 4,036 | $499K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -4.3% | 4,028 | $498K |
| MV Capital Management, Inc. | 0.05% | Reduce -16.7% | 4,027 | $498K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.5% | 4,019 | $497K |
| IFG Advisors, LLC | 0.08% | No change | 4,005 | $495K |
| Riverbend Wealth Management, LLC | 0.37% | No change | 4,000 | $494K |
| Wolff Financial Management LLC | 0.13% | No change | 4,000 | $494K |
| Doliver Advisors, LP | 0.13% | Reduce -4.5% | 3,950 | $488K |
| Fairscale Capital, LLC | 0.35% | Add +12.3% | 3,913 | $488K |
| FRG Family Wealth Advisors LLC | 0.08% | No change | 3,888 | $480K |
| Triangle Securities Wealth Management | 0.12% | Add +34.6% | 3,885 | $480K |
| Ally Invest Advisors Inc. | 0.04% | New | 3,830 | $473K |
| AssuredPartners Investment Advisors, LLC | 0.12% | Reduce -59.4% | 3,812 | $471K |
| Financial Alternatives, Inc | 0.31% | No change | 3,806 | $470K |
| Country Club Bank | 0.03% | No change | 3,805 | $470K |
| Insight Inv LLC | 0.31% | Reduce -1.3% | 3,799 | $469K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -7.6% | 3,797 | $469K |
| TrinityBridge Ltd | 0.01% | No change | 3,741 | $462K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 3,712 | $459K |
| Liberty Wealth Management LLC | 0.07% | Add +0.4% | 3,701 | $457K |
| Topsail Wealth Management, LLC | 0.08% | No change | 3,678 | $455K |
| Wedbush Securities Inc. | 0.02% | Reduce -16.4% | 3,639 | $450K |
| Sigma Investment Counselors Inc. | 0.02% | Add +70.0% | 3,617 | $447K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 3,600 | $445K |
| Perigon Wealth Management, LLC | 0.01% | No change | 3,575 | $442K |
| River Street Advisors LLC | 0.19% | Add +22.0% | 3,547 | $438K |
| Foster & Motley Inc. | 0.03% | No change | 3,540 | $437K |
| Fayez Sarofim & Co | 0.00% | No change | 3,526 | $436K |
| Atlantic Union Bankshares Corp | 0.01% | Add +110.0% | 3,515 | $434K |
| Turning Point Benefit Group, Inc. | 0.33% | Add +55.1% | 3,495 | $432K |
| Fiduciary Financial Group, LLC | 0.08% | No change | 3,430 | $431K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 3,481 | $430K |
| Eagle Strategies LLC | 0.07% | Reduce -0.6% | 3,477 | $430K |
| DAVENPORT & Co LLC | 0.00% | Add +5.0% | 3,471 | $429K |
| Goldstein Advisors, LLC | 0.06% | No change | 3,420 | $423K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -4.2% | 3,402 | $420K |
| Choreo, LLC | 0.01% | Reduce -2.2% | 3,397 | $420K |
| Purkiss Capital Advisors LLC | 0.23% | New | 3,380 | $418K |
| IHT Wealth Management, LLC | 0.01% | Reduce -6.3% | 3,346 | $413K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +75.3% | 3,342 | $413K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -72.7% | 3,328 | $411K |
| Sage Financial Group Inc. | 0.03% | Reduce -0.5% | 3,314 | $410K |
| Sensible Money, LLC | 0.16% | No change | 3,311 | $409K |
| Washington Trust Bank | 0.03% | Reduce -3.8% | 3,304 | $408K |
| Belpointe Asset Management LLC | 0.02% | Reduce -79.0% | 3,245 | $401K |
| Callan Family Office, LLC | 0.01% | Add +24.9% | 3,222 | $398K |
| First Commonwealth Financial Corp | 0.09% | No change | 3,198 | $395K |
| Brown Advisory Inc. | 0.00% | Reduce -7.0% | 3,187 | $394K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -13.6% | 3,186 | $394K |
| FWG Investments, LLC. | 0.30% | New | 3,174 | $392K |
| SlateStone Wealth, LLC | 0.04% | Add +0.1% | 3,167 | $391K |
| Argent Trust Co | 0.01% | Reduce -5.0% | 3,150 | $389K |
| AlphaCore Capital LLC | 0.01% | Reduce -1.3% | 3,142 | $388K |
| Larson Financial Group LLC | 0.02% | Reduce -1.6% | 3,133 | $387K |
| Richards, Merrill & Peterson, Inc. | 0.18% | No change | 3,064 | $379K |
| Cape Investment Advisory, Inc. | 0.14% | Add +20.0% | 3,055 | $378K |
| Parkside Financial Bank & Trust | 0.04% | No change | 3,043 | $376K |
| Whalen Wealth Management Inc. | 0.23% | Reduce -94.7% | 3,012 | $372K |
| Gryphon Financial Partners LLC | 0.05% | No change | 2,999 | $371K |
| Fiduciary Trust Co | 0.00% | Reduce -17.3% | 2,974 | $368K |
| Bridges Investment Management Inc. | 0.01% | No change | 2,969 | $367K |
| Kwmg, LLC | 0.03% | Add +2.9% | 2,954 | $365K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -7.8% | 2,928 | $362K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,922 | $361K |
| Empowered Funds, LLC | 0.00% | New | 2,916 | $360K |
| Panoramic Investment Advisors, LLC | 0.22% | Reduce -51.1% | 2,900 | $358K |
| Old Second National Bank of Aurora | 0.08% | Add +6.3% | 2,882 | $356K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,879 | $356K |
| Nilsine Partners, LLC | 0.04% | Add +0.1% | 2,874 | $355K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -0.0% | 2,842 | $355K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.3% | 2,871 | $355K |
| BlueChip Wealth Advisors LLC | 0.14% | Reduce -33.4% | 2,806 | $347K |
| Inlight Wealth Management, LLC | 0.18% | No change | 2,800 | $346K |
| Allium Financial Advisors, LLC | 0.30% | No change | 2,778 | $343K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 2,759 | $341K |
| Lewis Asset Management, LLC | 0.16% | New | 2,750 | $340K |
| Hilltop Holdings Inc. | 0.02% | No change | 2,730 | $337K |
| Capital Square, LLC | 0.18% | No change | 2,644 | $337K |
| Founders Financial Securities LLC | 0.03% | Reduce -0.4% | 2,728 | $337K |
| Mezzasalma Advisors, LLC | 0.10% | No change | 2,727 | $337K |
| CRA Financial Services, LLC | 0.05% | No change | 2,727 | $337K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 2,696 | $333K |
| Zhang Financial LLC | 0.02% | Add +0.1% | 2,694 | $333K |
| Destiny Capital Corp | 0.20% | Add +3.6% | 2,688 | $332K |
| Advisors Management Group Inc. | 0.06% | No change | 2,670 | $330K |
| PBMares Wealth Management LLC | 0.06% | Reduce -0.6% | 2,663 | $329K |
| Atlas Brown,Inc. | 0.11% | Add +0.3% | 2,660 | $329K |
| MKT Advisors LLC | 0.13% | No change | 2,600 | $327K |
| Calamos Wealth Management LLC | 0.01% | Add +5.9% | 2,644 | $327K |
| Haverford Trust Co | 0.00% | No change | 2,635 | $326K |
| Equitable Trust Co. | 0.02% | Reduce -24.8% | 2,632 | $325K |
| Royal Fund Management, LLC | 0.03% | Reduce -13.8% | 2,625 | $324K |
| Sound Income Strategies, LLC | 0.02% | Reduce -32.4% | 2,624 | $324K |
| KPP Advisory Services LLC | 0.05% | Reduce -12.1% | 2,618 | $324K |
| Willner & Heller, LLC | 0.27% | Add +0.4% | 2,592 | $320K |
| Principal Securities, Inc. | 0.01% | Reduce -4.4% | 2,567 | $317K |
| Busey Bank | 0.01% | Reduce -3.3% | 2,549 | $315K |
| Milestones Private Investment Advisors LLC | 0.23% | — | 2,531 | $313K |
| Bonfire Financial | 0.25% | No change | 2,515 | $311K |
| Pettyjohn, Wood & White, Inc. | 0.06% | No change | 2,500 | $309K |
| Wealth Preservation Advisors, LLC | 0.19% | Reduce -0.4% | 2,479 | $306K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 2,478 | $306K |
| Graypoint LLC | 0.02% | Reduce -24.5% | 2,463 | $304K |
| VeraBank, N.A. | 0.06% | New | 2,417 | $299K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,412 | $298K |
| Clarity Asset Management, Inc. | 0.18% | Add +0.4% | 2,408 | $298K |
| Ritholtz Wealth Management | 0.01% | Add +43.0% | 2,406 | $297K |
| Root Financial Partners, LLC | 0.03% | No change | 2,406 | $297K |
| Gen-Wealth Partners Inc | 0.11% | Add +0.9% | 2,386 | $295K |
| Romano Brothers and Company | 0.04% | Reduce -0.8% | 2,385 | $295K |
| Mullaney, Keating & Wright, Inc. | 0.19% | No change | 2,383 | $294K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,380 | $294K |
| Independent Family Office, LLC | 0.13% | Reduce -0.4% | 2,340 | $289K |
| Carnegie Investment Counsel | 0.01% | No change | 2,338 | $289K |
| Alpha Financial Advisors, LLC | 0.11% | Reduce -26.6% | 2,336 | $289K |
| apricus wealth, LLC | 0.17% | No change | 2,334 | $288K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -0.2% | 2,333 | $288K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -86.7% | 2,326 | $287K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -11.4% | 2,323 | $287K |
| AlphaStar Capital Management, LLC | 0.02% | New | 2,323 | $287K |
| Valley National Advisers Inc. | 0.05% | No change | 2,320 | $286K |
| Portland Global Advisors LLC | 0.03% | No change | 2,312 | $286K |
| Thompson Siegel & Walmsley LLC | 0.00% | Reduce -69.5% | 2,301 | $284K |
| Brookstone Capital Management | 0.00% | Add +6.2% | 2,279 | $282K |
| QRG Capital Management, Inc. | 0.00% | Reduce -11.1% | 2,261 | $279K |
| Clientfirst Wealth Management, LLC | 0.29% | No change | 2,258 | $279K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,245 | $277K |
| Enzi Wealth | 0.10% | No change | 2,160 | $275K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 2,225 | $275K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,218 | $274K |
| United Community Bank | 0.09% | Reduce -2.6% | 2,215 | $274K |
| Advisors Capital Management, LLC | 0.00% | Reduce -15.7% | 2,207 | $273K |
| Retirement Planning Co of New England, Inc. | 0.12% | No change | 2,195 | $271K |
| Accredited Investors Inc. | 0.02% | No change | 2,167 | $268K |
| Bravias Capital Group, LLC | 0.20% | Reduce -5.2% | 2,163 | $267K |
| Heritage Family Offices, LLP | 0.13% | No change | 2,237 | $267K |
| Petra Financial Advisors Inc. | 0.17% | No change | 2,150 | $266K |
| Vickerman Investment Advisors, Inc. | 0.06% | Reduce -2.6% | 2,149 | $266K |
| LexAurum Advisors, LLC | 0.04% | No change | 2,149 | $266K |
| VSM Wealth Advisory, LLC | 0.09% | No change | 2,148 | $265K |
| Weil Company, Inc. | 0.07% | Reduce -12.5% | 2,135 | $264K |
| Blankinship & Foster, LLC | 0.06% | New | 2,123 | $262K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -2.2% | 2,122 | $262K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 2,117 | $262K |
| Hilltop National Bank | 0.07% | — | 2,116 | $261K |
| Lee, Kelleher & Klein Wealth Management | 0.17% | No change | 2,112 | $261K |
| Cosner Financial Group, LLC | 0.15% | Reduce -1.8% | 2,112 | $261K |
| Parallel Advisors, LLC | 0.01% | Add +0.4% | 2,105 | $260K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 2,098 | $259K |
| First County Bank | 0.14% | Reduce -1.6% | 2,091 | $258K |
| Motco | 0.02% | No change | 2,054 | $256K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,068 | $256K |
| Wick Capital Partners, LLC | 0.07% | Add +943.6% | 21,508 | $255K |
| Wealth Advisory Team LLC | 0.24% | — | 2,057 | $254K |
| Mather Group, Llc. | 0.00% | No change | 2,054 | $254K |
| JPL Wealth Management, LLC | 0.07% | No change | 2,053 | $254K |
| Bellwether Advisors, LLC | 0.04% | Add +6.9% | 2,050 | $253K |
| Ellevest, Inc. | 0.04% | Add +3.8% | 2,050 | $253K |
| Eclectic Associates Inc. | 0.06% | No change | 2,046 | $253K |
| Western Wealth Management, LLC | 0.01% | Add +0.1% | 2,024 | $250K |
| Richmond Investment Services, LLC | 0.05% | New | 2,023 | $250K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -15.9% | 2,022 | $250K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 2,004 | $248K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -3.3% | 2,001 | $247K |
| Ironsides Asset Advisors, LLC | 0.07% | Reduce -50.0% | 2,000 | $247K |
| DT Investment Partners, LLC | 0.02% | No change | 2,000 | $247K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 2,000 | $247K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -6.6% | 1,997 | $247K |
| Citadel Advisors | 0.00% | Reduce -93.3% | 1,995 | $247K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.1% | 1,994 | $246K |
| Huntleigh Advisors, Inc. | 0.05% | No change | 1,991 | $246K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.1% | 1,975 | $244K |
| Empower Advisory Group, LLC | 0.00% | Add +6.8% | 1,966 | $243K |
| Valeo Financial Advisors, LLC | 0.01% | Add +13.5% | 1,955 | $242K |
| National Bank of Canada | 0.00% | No change | 1,954 | $241K |
| Chapin Davis, Inc. | 0.07% | Reduce -2.2% | 1,949 | $241K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | New | 1,943 | $240K |
| Bogart Wealth, LLC | 0.01% | Add +62.6% | 1,940 | $240K |
| International Assets Investment Management, LLC | 0.02% | Add +0.2% | 1,930 | $238K |
| Essex Financial Services, Inc. | 0.02% | Reduce -19.6% | 1,929 | $238K |
| Bar Harbor Wealth Management | 0.02% | Add +11.3% | 1,923 | $238K |
| Madden Advisory Services, Inc. | 0.10% | Add +8.8% | 1,919 | $237K |
| Signaturefd, LLC | 0.00% | No change | 1,912 | $236K |
| Sapient Capital LLC | 0.00% | No change | 1,910 | $236K |
| Tyche Wealth Partners LLC | 0.05% | Add +1.6% | 1,903 | $235K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.1% | 1,899 | $235K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +0.3% | 1,893 | $234K |
| WBH Advisory Inc. | 0.02% | New | 1,893 | $234K |
| McCarter Private Wealth Services LLC | 0.13% | New | 1,885 | $233K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,883 | $233K |
| CPC Advisors, LLC | 0.03% | No change | 1,880 | $232K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -19.4% | 1,867 | $231K |
| Aufman Associates Inc | 0.14% | No change | 1,864 | $230K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,860 | $230K |
| Garde Capital, Inc. | 0.01% | No change | 1,857 | $229K |
| Strategic Blueprint, LLC | 0.01% | Reduce -75.6% | 1,852 | $229K |
| Accelerate Investment Advisors LLC | 0.17% | Add +0.2% | 1,852 | $229K |
| Buttonwood Financial Advisors Inc. | 0.09% | Add +1.4% | 1,812 | $224K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -50.9% | 1,812 | $224K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -16.9% | 1,811 | $224K |
| Holland Advisory Services, Inc. | 0.33% | Add +0.4% | 1,808 | $223K |
| V2 Financial group LLC | 0.13% | No change | 1,800 | $222K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 1,800 | $222K |
| Nalls Sherbakoff Group, LLC | 0.16% | Reduce -20.5% | 1,799 | $222K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -4.5% | 1,785 | $221K |
| Allied Investment Advisors, LLC | 0.04% | Reduce -6.5% | 1,784 | $220K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -52.3% | 1,781 | $220K |
| Stephens Inc. | 0.00% | Reduce -26.8% | 1,779 | $220K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,775 | $219K |
| Westwood Holdings Group Inc. | 0.00% | No change | 1,770 | $219K |
| NWF Advisory Services Inc. | 0.03% | Add +1.7% | 1,766 | $218K |
| Koss-Olinger Consulting, LLC | 0.02% | Add +0.3% | 1,756 | $217K |
| MBL Wealth, LLC | 0.02% | Reduce -1.4% | 1,750 | $216K |
| HCR Wealth Advisors | 0.03% | Add +0.2% | 1,740 | $215K |
| Dopkins Wealth Management, LLC | 0.10% | No change | 1,732 | $214K |
| SWP Financial LLC | 0.12% | No change | 1,728 | $214K |
| HSBC Holdings PLC | 0.00% | Reduce -38.0% | 1,727 | $213K |
| Friday Financial | 0.11% | No change | 1,724 | $213K |
| Investmark Advisory Group LLC | 0.10% | New | 1,715 | $212K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -33.3% | 1,715 | $212K |
| CoreCap Advisors, LLC | 0.01% | Reduce -89.4% | 1,702 | $210K |
| First City Capital Management, Inc. | 0.12% | No change | 1,690 | $209K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | No change | 1,689 | $209K |
| Clark Asset Management, LLC | 0.03% | Reduce -0.1% | 1,684 | $208K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | Add +0.2% | 1,680 | $208K |
| Lanark Financial, Inc. | 0.02% | No change | 1,681 | $207K |
| Advisor Resource Council | 0.10% | New | 1,652 | $204K |
| Independent Advisor Alliance | 0.01% | New | 1,652 | $204K |
| Moneywise, Inc. | 0.10% | New | 1,648 | $204K |
| IMS Capital Management | 0.10% | New | 1,646 | $203K |
| NorthRock Partners, LLC | 0.01% | Add +1.9% | 1,644 | $203K |
| Mma Asset Management LLC | 0.08% | New | 1,638 | $202K |
| Revolve Wealth Partners, LLC | 0.03% | New | 1,637 | $202K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Reduce -53.5% | 1,634 | $202K |
| Assetmark, Inc. | 0.00% | Reduce -56.1% | 1,632 | $202K |
| Paragon Private Wealth Management, LLC | 0.08% | New | 1,620 | $200K |
| Harbour Investments, Inc. | 0.01% | Reduce -23.9% | 1,592 | $197K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -91.2% | 1,531 | $189K |
| Key Financial Inc | 0.04% | No change | 1,524 | $188K |
| PFS Partners, LLC | 0.09% | Add +9.0% | 1,515 | $187K |
| Horizon Investments, LLC | 0.00% | Reduce -1.8% | 1,510 | $187K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,496 | $185K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -0.8% | 1,483 | $183K |
| Smithfield Trust Co | 0.01% | No change | 1,422 | $176K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.4% | 1,423 | $176K |
| HM Payson & Co. | 0.00% | No change | 1,367 | $169K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,352 | $167K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -34.9% | 1,338 | $165K |
| Blue Trust, Inc. | 0.00% | Add +16.8% | 1,324 | $164K |
| Geneos Wealth Management Inc. | 0.00% | Add +85.5% | 1,306 | $161K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.3% | 1,281 | $161K |
| Alerus Financial NA | 0.01% | New | 1,256 | $155K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,248 | $154K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,230 | $152K |
| Legacy Bridge, LLC | 0.07% | No change | 1,185 | $146K |
| LRI Investments, LLC | 0.01% | No change | 1,180 | $146K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 1,171 | $145K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,138 | $141K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,131 | $140K |
| Main Street Group, LTD | 0.05% | No change | 1,085 | $134K |
| Towne Trust Company, N.A | 0.05% | No change | 1,062 | $131K |
| Concord Wealth Partners | 0.02% | Add +0.4% | 1,043 | $129K |
| Mechanics Financial Corp | 0.05% | Reduce -8.2% | 1,008 | $125K |
| Kentucky Trust Co | 0.07% | No change | 1,000 | $124K |
| Clearstead Trust, LLC | 0.02% | No change | 920 | $114K |
| Holos Integrated Wealth LLC | 0.07% | No change | 918 | $114K |
| Johnson Financial Group, Inc. | 0.01% | No change | 916 | $113K |
| Front Row Advisors LLC | 0.04% | No change | 915 | $113K |
| Choate Investment Advisors | 0.00% | New | 900 | $111K |
| S.A. Mason LLC | 0.05% | No change | 880 | $109K |
| Mascoma Wealth Management LLC | 0.03% | Reduce -20.1% | 873 | $108K |
| High Note Wealth, LLC | 0.02% | No change | 851 | $105K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +39.4% | 811 | $102K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 798 | $99K |
| Grove Bank & Trust | 0.01% | Reduce -39.4% | 791 | $98K |
| Rothschild Investment LLC | 0.01% | Reduce -17.0% | 780 | $96K |
| Albion Financial Group | 0.01% | No change | 775 | $96K |
| Millstone Evans Group, LLC | 0.06% | No change | 753 | $93K |
| SIMA Wealth Partners, LLC | 0.07% | No change | 745 | $92K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 725 | $90K |
| City Holding Co. | 0.01% | No change | 690 | $85K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 669 | $83K |
| Milestone Investment Advisors LLC | 0.02% | No change | 669 | $83K |
| Western Pacific Wealth Management, LP | 0.08% | No change | 668 | $83K |
| Center for Financial Planning, Inc. | 0.01% | No change | 660 | $82K |
| NBT Bank, N.A. | 0.01% | No change | 655 | $81K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -13.4% | 645 | $80K |
| Evergreen Private Wealth LLC | 0.03% | No change | 631 | $78K |
| Colonial Trust Co / SC | 0.01% | Add +36.0% | 623 | $77K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -14.2% | 623 | $77K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 610 | $75K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 600 | $74K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 581 | $72K |
| Traub Capital Management LLC | 0.06% | — | 538 | $66K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 516 | $64K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 515 | $64K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 506 | $63K |
| Burkett Financial Services, LLC | 0.02% | Add +0.4% | 504 | $62K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 494 | $61K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 488 | $60K |
| Centennial Bank | 0.02% | Reduce -17.8% | 475 | $59K |
| Piscataqua Savings Bank | 0.05% | No change | 474 | $59K |
| Wolff Wiese Magana LLC | 0.04% | No change | 470 | $58K |
| Abound Wealth Management | 0.02% | No change | 469 | $58K |
| Eastern Bank | 0.00% | No change | 465 | $57K |
| Breakwater Investment Management | 0.02% | No change | 463 | $57K |
| Tidemark, LLC | 0.02% | No change | 462 | $57K |
| American National Bank & Trust | 0.01% | No change | 460 | $57K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 426 | $53K |
| Tsfg, LLC | 0.01% | No change | 424 | $52K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -24.9% | 409 | $51K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 409 | $51K |
| North Capital, Inc. | 0.04% | No change | 408 | $50K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 386 | $48K |
| Rialto Wealth Management, LLC | 0.01% | No change | 384 | $47K |
| Rice Partnership, LLC | 0.01% | Add +7.4% | 378 | $47K |
| GeoWealth Management, LLC | 0.00% | No change | 373 | $46K |
| Mendota Financial Group, LLC | 0.04% | No change | 360 | $44K |
| IMA Advisory Services, Inc. | 0.00% | No change | 338 | $42K |
| GAMMA Investing LLC | 0.00% | No change | 338 | $42K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 337 | $42K |
| Creative Financial Designs Inc. | 0.00% | Reduce -5.2% | 313 | $39K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 304 | $38K |
| Princeton Global Asset Management LLC | 0.01% | No change | 300 | $37K |
| Golden State Wealth Management, LLC | 0.00% | No change | 300 | $37K |
| Colonial Trust Advisors | 0.00% | No change | 289 | $36K |
| WealthCollab, LLC | 0.02% | No change | 284 | $35K |
| Signature Resources Capital Management, LLC | 0.02% | Add +44.8% | 278 | $34K |
| MorganRosel Wealth Management, LLC | 0.01% | No change | 277 | $34K |
| Capital Investment Counsel, Inc | 0.00% | No change | 266 | $33K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -70.8% | 258 | $33K |
| Financial Perspectives, Inc | 0.01% | No change | 262 | $32K |
| Ryan Investment Management, Inc. | 0.02% | — | 252 | $31K |
| BankPlus Trust Department | 0.01% | No change | 246 | $30K |
| Palouse Capital Management, Inc. | 0.02% | No change | 244 | $30K |
| Total Investment Management Inc. | 0.00% | New | 238 | $29K |
| CX Institutional | 0.00% | No change | 229 | $28K |
| Pacific Center for Financial Services | 0.01% | No change | 220 | $27K |
| Quaker Wealth Management, LLC | 0.01% | — | 217 | $27K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +1.0% | 210 | $26K |
| Orion Capital Management LLC | 0.01% | No change | 200 | $25K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 192 | $24K |
| North Star Investment Management Corp. | 0.00% | Reduce -13.8% | 187 | $23K |
| Dunhill Financial, LLC | 0.01% | No change | 184 | $23K |
| Union Savings Bank | 0.01% | No change | 176 | $22K |
| Promus Capital, LLC | 0.01% | New | 167 | $21K |
| Anchor Investment Management, LLC | 0.00% | New | 165 | $20K |
| Howe & Rusling Inc. | 0.00% | Add +269.8% | 159 | $20K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -17.6% | 155 | $19K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 144 | $18K |
| Bristlecone Advisors, LLC | 0.00% | No change | 141 | $17K |
| Sittner & Nelson, LLC | 0.01% | No change | 139 | $17K |
| Darwin Wealth Management, LLC | 0.01% | No change | 138 | $17K |
| Team Financial Group, LLC | 0.01% | New | 134 | $17K |
| West Paces Advisors Inc. | 0.00% | New | 130 | $16K |
| Creekmur Asset Management LLC | 0.00% | Reduce -4.4% | 130 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 129 | $16K |
| Steph & Co. | 0.00% | No change | 120 | $15K |
| Archer Investment Corp | 0.00% | Add +0.8% | 119 | $15K |
| Pacifica Partners Inc. | 0.01% | No change | 115 | $14K |
| Perritt Capital Management Inc | 0.01% | Add +1.0% | 105 | $13K |
| CENTRAL TRUST Co | 0.00% | No change | 104 | $13K |
| Northwest Capital Management Inc | 0.01% | Reduce -32.5% | 104 | $13K |
| CoreFirst Bank & Trust | 0.01% | New | 102 | $13K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 102 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 100 | $12K |
| Rhumbline Advisers | 0.00% | New | 100 | $12K |
| Zions Bancorporation, National Association | 0.00% | No change | 92 | $11K |
| Stephens Consulting, LLC | 0.00% | No change | 90 | $11K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 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% | No change | 85 | $11K |
| Sawyer & Company, Inc | 0.00% | No change | 71 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 78 | $10K |
| Ameriflex Group, Inc. | 0.01% | No change | 76 | $9K |
| Qube Research & Technologies Ltd | 0.00% | New | 75 | $9K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 75 | $9K |
| CNB Bank | 0.00% | No change | 61 | $8K |
| Tortoise Investment Management, LLC | 0.00% | No change | 56 | $7K |
| Midwest Capital Advisors, LLC | 0.00% | Reduce -75.3% | 49 | $6K |
| Resources Management Corp. /CT/ | 0.00% | No change | 50 | $6K |
| Bank of New Hampshire | 0.00% | Reduce -94.3% | 48 | $6K |
| ORG Partners LLC | 0.00% | Reduce -80.1% | 48 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 40 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 42 | $5K |
| Hemington Wealth Management | 0.00% | No change | 47 | $5K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 40 | $5K |
| RMG Wealth Management LLC | 0.00% | — | 37 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -65.7% | 37 | $5K |
| Rossby Financial, LCC | 0.00% | Add +9.4% | 35 | $4K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +79.0% | 34 | $4K |
| Trust Co | 0.00% | No change | 34 | $4K |
| Chung Wu Investment Group, LLC | 0.00% | New | 32 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 27 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -16.7% | 25 | $3K |
| Rise Advisors, LLC | 0.00% | No change | 19 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 17 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 17 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 11 | $1K |
| Capital A Wealth Management, LLC | 0.01% | New | 10 | $1K |
| Kings Path Partners LLC | 0.00% | New | 2 | $272 |
"% 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.