iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q3 2025 (September 30)813holders −2
44new positions
45sold out
2famous investors
$129.64avg. 13F price*
At the end of Q3 2025, 813 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, down 2 from Q2 2025. 44 opened new positions and 45 sold out. The largest holders were Morgan Stanley ($522.5M), Wells Fargo & Company ($472.2M) and FMR LLC ($460.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $69.9M |
| Exits | 45 | $18.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,601,992 shares bought and 1,797,115 shares sold, net −195,123 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 813 holders
| Morgan Stanley | 0.03% | Reduce -5.8% | 4,028,085 | $522.5M |
| Wells Fargo & Company | 0.10% | Reduce -1.5% | 3,639,809 | $472.2M |
| FMR LLC | 0.02% | Add +0.0% | 3,546,065 | $460.0M |
| Bank of America Corp. | 0.02% | Reduce -0.9% | 2,369,913 | $307.4M |
| UBS Group AG | 0.05% | Add +5.4% | 2,154,324 | $279.5M |
| Envestnet Asset Management Inc. | 0.07% | Add +4.3% | 1,968,545 | $255.4M |
| PNC Financial Services Group, Inc. | 0.10% | Add +1.4% | 1,318,428 | $171.0M |
| D.A. Davidson & Co. | 0.84% | Add +5.6% | 1,008,272 | $130.8M |
| Raymond James Financial Inc. | 0.04% | Add +2.1% | 867,189 | $112.5M |
| Cullen/Frost Bankers, Inc. | 1.26% | Add +0.3% | 834,862 | $108.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.2% | 814,297 | $105.7M |
| LPL Financial LLC | 0.03% | Reduce -1.5% | 788,433 | $102.3M |
| Northern Trust Corp. | 0.01% | Reduce -6.2% | 675,643 | $87.6M |
| Financial Engines Advisors L.L.C. | 0.17% | Reduce -2.6% | 675,546 | $87.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +0.2% | 627,688 | $81.4M |
| Royal Bank of Canada | 0.01% | Reduce -7.1% | 545,846 | $70.8M |
| GW Henssler & Associates Ltd. | 2.97% | Add +1.4% | 458,344 | $59.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 429,149 | $55.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.3% | 420,869 | $54.6M |
| HighTower Advisors, LLC | 0.06% | Add +4.5% | 415,820 | $53.9M |
| Baird Financial Group, Inc. | 0.07% | Add +4.0% | 347,995 | $45.1M |
| Evensky & Katz LLC | 2.60% | Reduce -23.6% | 345,877 | $44.9M |
| Willis Johnson & Associates, Inc. | 2.71% | Reduce -28.3% | 337,138 | $43.7M |
| Midland Wealth Advisors, LLC | 2.33% | Reduce -44.0% | 335,729 | $43.6M |
| MAI Capital Management | 0.27% | Reduce -1.8% | 326,541 | $42.4M |
| Bokf, NA | 0.61% | Reduce -1.3% | 313,135 | $40.6M |
| Wilmington Savings Fund Society, FSB | 0.97% | Reduce -3.6% | 308,929 | $40.1M |
| Pathstone Holdings, LLC | 0.13% | Reduce -0.9% | 268,329 | $34.8M |
| Wealthspire Advisors, LLC | 0.18% | Add +1.6% | 265,512 | $34.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -14.9% | 262,453 | $34.0M |
| Jones Financial Companies LLLP | 0.02% | Add +15.8% | 254,210 | $33.0M |
| Balance Wealth Partners LLC | 8.05% | New | 251,191 | $32.6M |
| Courier Capital LLC | 1.79% | Add +0.8% | 241,011 | $31.3M |
| Cerity Partners LLC | 0.05% | Add +2.8% | 228,971 | $29.7M |
| Truist Financial Corp. | 0.04% | Reduce -1.7% | 228,641 | $29.7M |
| Rehmann Capital Advisory Group | 1.62% | Add +4.4% | 227,266 | $29.5M |
| Creative Planning | 0.02% | Reduce -1.4% | 221,696 | $28.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +0.5% | 216,334 | $28.1M |
| World Investment Advisors | 0.57% | Add +4526.6% | 215,044 | $27.9M |
| Mesirow Financial Investment Management, Inc. | 0.45% | Reduce -9.4% | 192,427 | $25.0M |
| Keybank National Association | 0.08% | Reduce -2.3% | 183,438 | $23.8M |
| Bank of Montreal | 0.01% | Reduce -0.4% | 174,491 | $22.6M |
| Mariner, LLC | 0.03% | Reduce -0.8% | 168,714 | $21.9M |
| SPC Financial, Inc. | 1.67% | Reduce -0.3% | 164,688 | $21.4M |
| Lido Advisors, LLC | 0.08% | Add +3.7% | 157,393 | $20.4M |
| Sterling Financial Planning, Inc. | 6.05% | Add +1.0% | 147,868 | $19.2M |
| Vestmark Advisory Solutions, Inc. | 0.33% | New | 131,609 | $17.1M |
| Lutz Financial Services LLC | 1.13% | Reduce -0.3% | 120,160 | $15.6M |
| Focus Partners Wealth | 0.03% | Reduce -2.0% | 119,545 | $15.5M |
| Capital Advisors, Ltd. LLC | 1.66% | Reduce -0.1% | 113,040 | $14.7M |
| Texas Yale Capital Corp. | 0.46% | Add +0.0% | 112,118 | $14.5M |
| Corient Private Wealth LP | 0.02% | Reduce -3.1% | 110,435 | $14.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -11.5% | 107,649 | $14.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -0.1% | 106,337 | $13.8M |
| First Merchants Corp. | 0.52% | Reduce -8.1% | 105,963 | $13.7M |
| GHP Investment Advisors, Inc. | 0.57% | Reduce -1.0% | 104,948 | $13.6M |
| Salomon & Ludwin, LLC | 1.22% | Reduce -1.9% | 103,201 | $13.5M |
| 1834 Investment Advisors Co. | 1.66% | Reduce -6.9% | 104,196 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.2% | 104,030 | $13.5M |
| Natixis Advisors, LLC | 0.02% | Add +44.9% | 103,690 | $13.5M |
| Flaharty Asset Management, LLC | 1.71% | Add +2.9% | 103,452 | $13.4M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +0.7% | 100,540 | $13.0M |
| BNP Paribas Financial Markets | 0.01% | Add +37.5% | 100,000 | $13.0M |
| Stifel Financial Corp. | 0.01% | Reduce -3.3% | 99,657 | $12.9M |
| Cassaday & Co Wealth Management LLC | 0.30% | Reduce -0.8% | 98,789 | $12.8M |
| Cetera Investment Advisers | 0.01% | Add +18.8% | 95,894 | $12.4M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -1.2% | 95,123 | $12.3M |
| Comerica Bank | 0.05% | Reduce -2.0% | 94,929 | $12.3M |
| Blue Edge Capital, LLC | 1.70% | Add +0.3% | 92,304 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.9% | 91,532 | $11.9M |
| Asset Management Group, Inc. | 1.89% | Reduce -0.3% | 89,220 | $11.6M |
| Ellis Investment Partners, LLC | 2.07% | Reduce -3.7% | 88,259 | $11.4M |
| MML Investors Services, LLC | 0.03% | Add +2.5% | 87,455 | $11.3M |
| Omega Financial Group, LLC | 3.81% | Add +4.7% | 87,381 | $11.3M |
| Nations Financial Group Inc, /Ia/ | 0.64% | Add +0.7% | 79,630 | $10.3M |
| Equitable Holdings, Inc. | 0.07% | Add +170.2% | 78,062 | $10.1M |
| Regions Financial Corp. | 0.07% | Add +7.7% | 77,992 | $10.1M |
| Mill Creek Capital Advisors, LLC | 0.19% | No change | 72,186 | $9.4M |
| US Bancorp \de | 0.01% | Reduce -2.8% | 71,107 | $9.2M |
| Fifth Third Bancorp | 0.03% | Add +0.7% | 69,830 | $9.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +2.2% | 66,882 | $8.7M |
| Causey Wealth LLC | 4.11% | Reduce -3.3% | 64,959 | $8.4M |
| Captrust Financial Advisors | 0.02% | Reduce -4.6% | 60,822 | $7.9M |
| InvesTrust | 2.83% | Reduce -0.0% | 59,633 | $7.7M |
| LMG Wealth Partners, LLC | 1.43% | Add +0.0% | 59,111 | $7.7M |
| Dakota Wealth Management | 0.15% | Add +4.2% | 58,664 | $7.6M |
| Oldfather Financial Services, LLC | 2.35% | Add +3.0% | 58,256 | $7.6M |
| M&T Bank Corp | 0.03% | Reduce -17.2% | 57,604 | $7.5M |
| DDFG, Inc | 1.68% | Add +30.0% | 56,084 | $7.3M |
| Leeward Investments, LLC - MA | 0.36% | New | 54,196 | $7.0M |
| Ullmann Wealth Partners Group, LLC | 0.75% | Reduce -5.7% | 53,031 | $6.9M |
| IFP Advisors, Inc | 0.18% | Reduce -32.2% | 52,577 | $6.8M |
| Asset Dedication, LLC | 0.45% | Add +6.1% | 52,192 | $6.8M |
| Greenleaf Trust | 0.06% | Reduce -0.7% | 51,304 | $6.7M |
| First Citizens Financial Corp | 3.29% | Add +2.1% | 51,282 | $6.7M |
| SOL Capital Management CO | 0.59% | Add +10.1% | 50,954 | $6.6M |
| Prospera Financial Services Inc | 0.11% | Add +291.0% | 50,196 | $6.5M |
| Associated Banc-Corp | 0.17% | Reduce -3.2% | 49,700 | $6.4M |
| Foundation Wealth Management, LLC | 4.34% | Add +1.0% | 49,113 | $6.4M |
| JFS Wealth Advisors, LLC | 0.37% | Add +13.9% | 48,972 | $6.4M |
| Becker Capital Management Inc. | 0.18% | No change | 48,804 | $6.3M |
| Summit Financial, LLC | 0.10% | Add +579.3% | 48,204 | $6.3M |
| Mfa Wealth Advisors, LLC | 1.33% | Add +9.2% | 46,899 | $6.1M |
| BlackRock, Inc. | 0.00% | Add +107.4% | 46,515 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.1% | 45,837 | $5.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.3% | 45,406 | $5.9M |
| Pittenger & Anderson Inc. | 0.21% | No change | 44,390 | $5.8M |
| Broadview Financial Management, LLC | 3.87% | Reduce -4.0% | 44,270 | $5.7M |
| Hudson Capital Management LLC | 1.57% | Add +1.0% | 44,253 | $5.7M |
| Pinnacle Financial Partners Inc | 0.14% | Reduce -0.0% | 43,961 | $5.7M |
| Cordatus Wealth Management LLC | 1.33% | New | 43,441 | $5.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.1% | 43,278 | $5.6M |
| Ironwood Financial, llc | 0.99% | Add +3.5% | 42,933 | $5.6M |
| Betterment LLC | 0.01% | Reduce -5.7% | 41,799 | $5.4M |
| One Capital Management, LLC | 0.17% | Reduce -7.3% | 41,791 | $5.4M |
| StoneX Group Inc. | 0.24% | Reduce -2.2% | 41,652 | $5.4M |
| BKM Wealth Management, LLC | 1.98% | Add +0.7% | 41,442 | $5.4M |
| Cibc World Market Inc. | 0.01% | Reduce -0.1% | 41,400 | $5.4M |
| Waverly Advisors, LLC | 0.05% | Reduce -0.3% | 39,707 | $5.2M |
| Novem Group | 0.61% | Reduce -0.5% | 39,665 | $5.1M |
| Ifrah Financial Services, Inc. | 1.32% | Reduce -0.2% | 39,401 | $5.1M |
| Bryn Mawr Trust Advisors, LLC | 0.25% | Reduce -0.3% | 39,314 | $5.1M |
| Csenge Advisory Group | 0.24% | Add +3.6% | 39,035 | $5.1M |
| ETF Portfolio Partners, Inc. | 1.34% | Reduce -3.7% | 38,722 | $5.0M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +1.8% | 36,996 | $4.8M |
| Citadel Advisors | 0.00% | Add +1722.6% | 36,361 | $4.7M |
| Fifth Third Wealth Advisors LLC | 0.17% | Reduce -4.4% | 36,270 | $4.7M |
| Idaho Trust Co | 1.58% | Reduce -13.8% | 36,262 | $4.7M |
| JNBA Financial Advisors | 0.41% | Reduce -2.3% | 35,131 | $4.6M |
| Bleakley Financial Group, LLC | 0.11% | Add +2.9% | 35,083 | $4.6M |
| King Wealth Management Group | 0.56% | Reduce -2.6% | 34,598 | $4.5M |
| Goelzer Investment Management, Inc. | 0.24% | Reduce -0.8% | 34,570 | $4.5M |
| CFS Investment Advisory Services, LLC | 0.32% | No change | 33,424 | $4.4M |
| Level Four Advisory Services, LLC | 0.15% | Add +5.4% | 33,683 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -7.5% | 33,189 | $4.3M |
| Brightwater Advisory LLC | 2.95% | Reduce -1.0% | 33,065 | $4.3M |
| Sierra Capital LLC | 0.47% | Reduce -0.7% | 32,718 | $4.2M |
| Centerpoint Advisors, LLC | 1.31% | Add +1.6% | 32,634 | $4.2M |
| Heritage Wealth Advisors | 0.18% | No change | 37,748 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +0.1% | 31,692 | $4.1M |
| Trail Ridge Investment Advisors, LLC | 1.84% | Add +1.6% | 31,605 | $4.1M |
| Smith Chas P & Associates Pa Cpas | 0.35% | Reduce -15.6% | 31,592 | $4.1M |
| NorthCrest Asset Manangement, LLC | 0.10% | Reduce -6.1% | 31,275 | $4.1M |
| Midwest Trust Co | 0.05% | Reduce -3.2% | 30,518 | $4.0M |
| Cranbrook Wealth Management, LLC | 0.79% | Reduce -1.5% | 30,403 | $3.9M |
| Modera Wealth Management, LLC | 0.04% | Reduce -1.9% | 29,946 | $3.9M |
| Astra Wealth Partners LLC | 2.68% | Add +2.3% | 29,659 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -70.5% | 29,395 | $3.8M |
| River Wealth Advisors LLC | 0.45% | Reduce -0.3% | 29,356 | $3.8M |
| LTG Capital LLC | 2.94% | Reduce -1.3% | 28,819 | $3.7M |
| HB Wealth Management, LLC | 0.03% | Reduce -0.2% | 28,802 | $3.7M |
| Glass Jacobson Investment Advisors llc | 1.32% | Reduce -3.2% | 28,109 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -3.5% | 27,839 | $3.6M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | No change | 27,472 | $3.6M |
| Alesco Advisors, LLC, An ESL Co | 0.10% | Reduce -1.4% | 27,596 | $3.6M |
| M1 Capital Management LLC | 1.53% | Reduce -6.2% | 27,324 | $3.5M |
| Neumann Capital Management, LLC | 1.03% | No change | 27,110 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +5.6% | 26,869 | $3.5M |
| Ramiah Investment Group | 3.08% | Add +209.1% | 26,798 | $3.5M |
| First Hawaiian Bank | 0.44% | Reduce -3.2% | 26,678 | $3.5M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Reduce -8.1% | 26,386 | $3.4M |
| Campion Asset Management | 2.41% | Reduce -5.2% | 26,186 | $3.4M |
| Anb Bank | 1.38% | Reduce -5.4% | 26,142 | $3.4M |
| Members Trust Co | 0.11% | Reduce -1.5% | 25,560 | $3.3M |
| Soltis Investment Advisors LLC | 0.23% | Add +6.4% | 25,265 | $3.3M |
| Nikulski Financial, Inc. | 0.82% | Reduce -5.3% | 25,028 | $3.2M |
| Heck Capital Advisors, LLC | 0.25% | Reduce -2.7% | 24,622 | $3.2M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -4.4% | 23,929 | $3.1M |
| Prosperity Planning, Inc. | 1.12% | Reduce -1.7% | 22,925 | $3.0M |
| Bluespring Wealth Management, LLC | 0.25% | Reduce -5.5% | 22,571 | $2.9M |
| Jmac Enterprises LLC | 0.57% | Reduce -0.7% | 22,377 | $2.9M |
| Citigroup Inc. | 0.00% | Add +129.8% | 22,106 | $2.9M |
| Fortitude Financial, LLC | 2.35% | Reduce -3.0% | 44,901 | $2.9M |
| Commerce Bank | 0.02% | Reduce -4.3% | 21,605 | $2.8M |
| Glenmede Investment Management, LP | 0.01% | Add +11.0% | 21,115 | $2.7M |
| Cozad Asset Management Inc. | 0.21% | Reduce -4.8% | 20,668 | $2.7M |
| UMB Bank, n.a. | 0.04% | Reduce -6.2% | 20,312 | $2.6M |
| Stokes Family Office, LLC | 0.25% | Add +0.8% | 20,139 | $2.6M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 20,063 | $2.6M |
| Guidance Point Advisors, LLC | 0.65% | Reduce -0.2% | 20,000 | $2.6M |
| Sigma Planning Corp | 0.07% | Reduce -1.7% | 19,908 | $2.6M |
| Oppenheimer & Co. Inc. | 0.03% | Add +0.8% | 19,856 | $2.6M |
| Bragg Financial Advisors, Inc | 0.09% | Reduce -0.0% | 19,815 | $2.6M |
| Future Fund LLC | 0.90% | No change | 19,662 | $2.6M |
| Teachers Insurance & Annuity Association of America | 3.03% | No change | 19,578 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +9.5% | 19,139 | $2.5M |
| Allegheny Financial Group | 0.46% | Add +2.2% | 19,085 | $2.5M |
| Tiemann Investment Advisors, LLC | 0.94% | Add +0.3% | 18,976 | $2.5M |
| Columbia Bank | 0.69% | Add +6.4% | 18,986 | $2.5M |
| Factorial Partners, LLC | 1.69% | No change | 18,900 | $2.5M |
| Heritage Wealth Management, Inc. | 1.66% | Add +2.0% | 18,689 | $2.4M |
| Whitaker-Myers Wealth Managers, LTD. | 0.53% | Add +45.7% | 18,640 | $2.4M |
| Wealth Advisory Solutions, LLC | 0.58% | Reduce -1.3% | 18,344 | $2.4M |
| Dumont & Blake Investment Advisors LLC | 0.58% | Add +0.1% | 18,321 | $2.4M |
| Oxler Private Wealth LLC | 0.68% | Reduce -1.2% | 18,118 | $2.4M |
| Quadrant Private Wealth Management, LLC | 0.43% | Reduce -3.0% | 18,014 | $2.3M |
| Operose Advisors LLC | 0.57% | Add +0.2% | 17,756 | $2.3M |
| Vance Wealth, LLC | 0.71% | Reduce -4.7% | 17,746 | $2.3M |
| Allworth Financial LP | 0.01% | Add +2.3% | 17,733 | $2.3M |
| Old National Bancorp | 0.04% | Add +16.4% | 17,413 | $2.3M |
| Stordahl Capital Management, Inc. | 0.47% | Add +0.4% | 17,235 | $2.2M |
| Almanack Investment Partners, LLC. | 0.34% | No change | 17,145 | $2.2M |
| Sonata Capital Group Inc. | 0.81% | Reduce -0.9% | 16,990 | $2.2M |
| Opes Wealth Management LLC | 0.39% | Reduce -1.7% | 16,971 | $2.2M |
| Founders Grove Wealth Partners, LLC | 0.50% | Add +6.8% | 16,561 | $2.1M |
| Avior Wealth Management, LLC | 0.07% | Reduce -1.3% | 16,446 | $2.1M |
| Breakwater Capital Group | 0.31% | Reduce -1.5% | 16,263 | $2.1M |
| Sageworth Trust Co | 0.10% | Reduce -19.2% | 16,072 | $2.1M |
| POM Investment Strategies, LLC | 1.12% | Reduce -28.4% | 15,942 | $2.1M |
| Smith Shellnut Wilson LLC | 0.79% | Reduce -4.0% | 15,852 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +3.2% | 15,826 | $2.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.4% | 15,729 | $2.0M |
| Axis Wealth Partners, LLC | 1.17% | Add +32.9% | 15,411 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -2.4% | 15,373 | $2.0M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.1% | 15,297 | $2.0M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -4.6% | 14,978 | $1.9M |
| Caldwell Trust Co | 0.18% | No change | 14,647 | $1.9M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 14,629 | $1.9M |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -10.0% | 14,154 | $1.8M |
| Pinnacle Bancorp, Inc. | 0.54% | Reduce -9.3% | 14,124 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Add +7.6% | 14,108 | $1.8M |
| Cornerstone Advisory, LLC | 0.18% | No change | 14,000 | $1.8M |
| C2C Wealth Management, LLC | 1.56% | No change | 13,974 | $1.8M |
| Blair William & Co. | 0.00% | Reduce -2.1% | 13,973 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -5.7% | 13,922 | $1.8M |
| Caprock Group, LLC | 0.04% | — | 13,838 | $1.8M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -1.1% | 13,909 | $1.8M |
| Rodgers & Associates, LTD | 0.18% | Add +1.5% | 13,794 | $1.8M |
| TD Private Client Wealth LLC | 0.04% | Reduce -1.5% | 13,655 | $1.8M |
| Arkadios Wealth Advisors | 0.04% | Reduce -1.0% | 13,514 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Add +6.2% | 13,452 | $1.7M |
| Novak & Powell Financial Services, Inc. | 0.92% | Add +131.3% | 13,429 | $1.7M |
| Sowell Financial Services LLC | 0.07% | Add +11.9% | 13,227 | $1.7M |
| Bessemer Group Inc. | 0.00% | No change | 13,208 | $1.7M |
| Stenger Family Office, LLC | 0.35% | Reduce -0.5% | 13,067 | $1.7M |
| Corundum Trust Company, INC | 3.70% | No change | 13,166 | $1.7M |
| Whittier Trust Co. | 0.02% | Reduce -0.5% | 12,936 | $1.7M |
| Berman McAleer LLC | 0.24% | — | 13,024 | $1.7M |
| SOA Wealth Advisors, LLC. | 0.27% | Reduce -6.4% | 12,885 | $1.7M |
| &partners | 0.01% | Reduce -13.2% | 12,877 | $1.7M |
| Rik Saylor Financial, Inc. | 1.22% | Reduce -4.0% | 12,864 | $1.7M |
| Shakespeare Wealth Management, LLC | 0.38% | No change | 12,834 | $1.7M |
| Cwm, LLC | 0.01% | Reduce -19.2% | 12,733 | $1.7M |
| American Trust | 0.14% | Reduce -0.1% | 12,684 | $1.6M |
| Ritter Daniher Financial Advisory LLC / DE | 0.28% | Reduce -7.1% | 12,309 | $1.6M |
| Bangor Savings Bank | 0.13% | Add +3.0% | 12,142 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.3% | 12,102 | $1.6M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.1% | 12,088 | $1.6M |
| Vicus Capital | 0.12% | Reduce -0.6% | 12,045 | $1.6M |
| Farmers & Merchants Investments Inc. | 0.04% | Add +2.0% | 11,867 | $1.5M |
| Accurate Wealth Management, LLC | 0.20% | No change | 11,858 | $1.5M |
| Phillips Financial Management, LLC | 0.10% | Reduce -1.1% | 11,749 | $1.5M |
| First Trust Advisors LP | 0.00% | Reduce -0.8% | 11,742 | $1.5M |
| Crescent Grove Advisors, LLC | 0.15% | No change | 11,694 | $1.5M |
| Thompson Investment Management, Inc. | 0.20% | Add +8.4% | 11,659 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.45% | Reduce -1.2% | 11,449 | $1.5M |
| Pacific Financial Group Inc. | 1.09% | Reduce -0.6% | 11,296 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -13.8% | 11,030 | $1.4M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.69% | Add +27.9% | 10,830 | $1.4M |
| Aft, Forsyth & Company, Inc. | 0.67% | Add +0.1% | 10,814 | $1.4M |
| Turning Point Benefit Group, Inc. | 0.84% | Add +207.6% | 10,749 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.1% | 10,660 | $1.4M |
| Keel Point, LLC | 0.09% | No change | 10,657 | $1.4M |
| MidAtlantic Capital Management, Inc. | 0.92% | No change | 10,441 | $1.4M |
| Simon Quick Advisors, LLC | 0.06% | Reduce -1.5% | 10,424 | $1.4M |
| Presilium Private Wealth, LLC | 0.25% | Add +2.9% | 10,200 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +116.0% | 10,142 | $1.3M |
| Capital Analysts, LLC | 0.04% | Add +0.4% | 9,978 | $1.3M |
| Franklin Resources Inc. | 0.00% | Reduce -33.2% | 9,859 | $1.3M |
| Texas Capital Bank Wealth Management Services Inc | 0.11% | Reduce -40.2% | 9,844 | $1.3M |
| Nwam LLC | 0.07% | No change | 9,802 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.12% | No change | 9,785 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.5% | 9,748 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +18.8% | 9,570 | $1.2M |
| HighMark Wealth Management LLC | 0.53% | Reduce -2.1% | 9,287 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -15.1% | 9,131 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Add +1.7% | 9,130 | $1.2M |
| Financial Partners Group, Inc | 0.15% | Reduce -0.1% | 9,057 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.0% | 9,034 | $1.2M |
| Cardiff Park Advisors, LLC | 0.09% | No change | 8,966 | $1.2M |
| Anderson Hoagland & Co. | 0.10% | No change | 8,966 | $1.2M |
| AMG National Trust Bank | 0.03% | Reduce -23.0% | 8,843 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Add +0.7% | 8,819 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Add +24.7% | 8,726 | $1.1M |
| AQR Capital Management | 0.00% | Add +13.3% | 8,649 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.40% | Add +3.0% | 8,634 | $1.1M |
| Essex LLC | 0.20% | Reduce -0.1% | 8,573 | $1.1M |
| Park Place Capital Corp | 0.23% | Reduce -12.3% | 8,568 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Add +0.3% | 8,527 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.07% | No change | 8,485 | $1.1M |
| FAS Wealth Partners, Inc. | 0.07% | Reduce -3.8% | 8,435 | $1.1M |
| Alpine Bank Wealth Management | 0.15% | Reduce -4.2% | 8,310 | $1.1M |
| TAGStone Capital, Inc. | 0.43% | Add +0.4% | 8,304 | $1.1M |
| HRT Financial LP | 0.00% | Add +77.3% | 8,073 | $1.0M |
| Innovative Wealth Building LLC | 0.81% | Reduce -32.1% | 8,014 | $1.0M |
| Bank of Stockton | 0.29% | Reduce -6.0% | 7,914 | $1.0M |
| Synovus Financial Corp. | 0.01% | Add +1.5% | 7,767 | $1.0M |
| Private Wealth Asset Management, LLC | 0.12% | Reduce -2.5% | 7,768 | $1.0M |
| Finley Financial, LLC | 0.47% | No change | 7,760 | $1.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | No change | 7,743 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -0.1% | 7,660 | $994K |
| WealthShield Partners, LLC | 0.11% | Reduce -2.3% | 7,646 | $992K |
| Aspire Growth Partners LLC | 0.72% | Add +2.1% | 7,604 | $986K |
| Quantinno Capital Management LP | 0.00% | Add +36.2% | 7,571 | $982K |
| SCS Capital Management LLC | 0.01% | Add +0.4% | 7,546 | $979K |
| Compound Planning, Inc. | 0.03% | Reduce -0.3% | 7,388 | $958K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -1.1% | 7,346 | $953K |
| Savant Capital, LLC | 0.01% | Add +1.5% | 7,338 | $952K |
| Atlantic Edge Private Wealth Management, LLC | 0.24% | No change | 7,295 | $946K |
| Greenup Street Wealth Management LLC | 0.14% | Reduce -94.7% | 7,277 | $944K |
| JMG Financial Group, Ltd. | 0.03% | Add +11.5% | 7,216 | $936K |
| Renasant Bank | 0.59% | Reduce -6.4% | 7,190 | $933K |
| Mystic Asset Management, Inc. | 0.21% | No change | 7,000 | $908K |
| Narwhal Capital Management | 0.07% | No change | 6,923 | $898K |
| Davidson Trust Co. | 0.37% | Add +9.2% | 6,900 | $895K |
| Brighton Jones LLC | 0.02% | Add +33.2% | 6,715 | $871K |
| Matthew Goff Investment Advisor, LLC | 0.15% | No change | 6,655 | $863K |
| Meridian Investment Counsel Inc. | 0.21% | No change | 6,648 | $862K |
| Global Retirement Partners, LLC | 0.02% | Add +0.0% | 6,646 | $862K |
| Meridian Financial Advisors, LLC | 0.48% | Reduce -5.3% | 6,637 | $861K |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 6,625 | $859K |
| MainStreet Investment Advisors LLC | 0.11% | Reduce -0.7% | 6,588 | $855K |
| Venture Visionary Partners LLC | 0.03% | Reduce -12.3% | 6,572 | $853K |
| Griffin Asset Management, Inc. | 0.09% | Reduce -6.0% | 6,513 | $845K |
| StoneCrest Wealth Management, Inc. | 0.37% | Reduce -0.8% | 6,443 | $836K |
| Beirne Wealth Consulting Services, LLC | 0.20% | No change | 6,386 | $828K |
| Cambridge Financial Group, LLC | 0.27% | Reduce -4.2% | 6,384 | $828K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 6,350 | $824K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -20.7% | 6,313 | $819K |
| Composition Wealth, LLC | 0.01% | Reduce -9.4% | 6,307 | $818K |
| Harbor Investment Advisory, LLC | 0.07% | Reduce -8.8% | 6,262 | $812K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.1% | 6,242 | $810K |
| Cadence Bank | 0.05% | Reduce -0.5% | 6,136 | $796K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.15% | No change | 6,109 | $792K |
| Harbour Capital Advisors, LLC | 0.16% | Reduce -0.7% | 6,080 | $789K |
| Claro Advisors Inc. | 0.11% | Reduce -10.7% | 6,039 | $783K |
| RFG Advisory, LLC | 0.02% | Add +48.4% | 6,037 | $783K |
| Evoke Wealth, LLC | 0.02% | Reduce -23.8% | 6,018 | $781K |
| CreativeOne Wealth, LLC | 0.02% | Add +4.5% | 5,922 | $768K |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.7% | 5,896 | $765K |
| QRG Capital Management, Inc. | 0.01% | Add +160.1% | 5,881 | $763K |
| Private Trust Co. NA | 0.07% | Add +19.6% | 5,847 | $758K |
| Independence Bank of Kentucky | 0.10% | No change | 5,828 | $756K |
| Independent Financial Group, LLC | 0.02% | Reduce -5.8% | 5,827 | $756K |
| Bay Capital Advisors, LLC | 0.49% | No change | 5,797 | $752K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.2% | 5,663 | $735K |
| Krilogy Financial LLC | 0.03% | New | 5,740 | $735K |
| Blackston Financial Advisory Group, LLC | 0.43% | Reduce -28.8% | 5,574 | $723K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -6.5% | 5,572 | $723K |
| Anchor Capital Advisors LLC | 0.02% | Add +210.5% | 5,530 | $717K |
| IFG Advisory, LLC | 0.03% | Add +22.3% | 5,509 | $715K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 5,485 | $712K |
| Thomasville National Bank | 0.04% | Add +0.4% | 5,454 | $707K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -7.9% | 5,431 | $704K |
| Weinberger Asset Management, Inc | 0.25% | Reduce -4.7% | 5,422 | $703K |
| Great Lakes Advisors, LLC | 0.01% | No change | 5,418 | $703K |
| Wesbanco Bank Inc. | 0.02% | Add +32.3% | 5,399 | $700K |
| First Citizens Asset Management, Inc. | 0.25% | Add +8.0% | 5,345 | $693K |
| FC Advisory LLC | 0.20% | Add +0.3% | 5,279 | $685K |
| Kanawha Capital Management LLC | 0.05% | Reduce -3.6% | 5,279 | $685K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.5% | 5,234 | $679K |
| Pinnacle Family Advisors, LLC | 0.30% | Reduce -3.7% | 5,232 | $679K |
| Moneco Advisors, LLC | 0.06% | Reduce -14.0% | 5,227 | $678K |
| Saxon Interests, Inc. | 0.26% | Reduce -0.1% | 5,189 | $677K |
| PKS Advisory Services, LLC | 0.16% | Add +3.2% | 5,207 | $675K |
| Cambridge Advisors Inc. | 0.13% | Reduce -0.6% | 5,147 | $668K |
| Lodestar Private Asset Management LLC | 0.07% | Add +1.8% | 5,130 | $665K |
| Strategic Blueprint, LLC | 0.03% | Add +175.5% | 5,103 | $662K |
| Alexis Investment Partners, LLC | 0.06% | Reduce -1.0% | 5,043 | $654K |
| Global Trust Asset Management, LLC | 0.29% | Reduce -10.9% | 4,960 | $643K |
| Meridian Wealth Management, LLC | 0.02% | Add +159.9% | 4,935 | $640K |
| SageView Advisory Group, LLC | 0.02% | No change | 4,913 | $637K |
| Stratos Investment Management, LLC | 0.03% | Add +0.3% | 4,892 | $635K |
| American Financial & Tax Strategies Inc. | 0.32% | No change | 4,881 | $633K |
| Bailard, Inc. | 0.01% | No change | 4,857 | $630K |
| Total Wealth Planning, LLC | 0.07% | No change | 4,830 | $627K |
| Awm Capital, LLC | 0.06% | No change | 4,822 | $626K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -12.0% | 4,781 | $620K |
| Mission Wealth Management, LP | 0.01% | Reduce -12.5% | 4,742 | $615K |
| MSH Capital Advisors LLC | 0.16% | No change | 4,725 | $613K |
| Professional Financial Advisors, LLC | 0.13% | Reduce -4.7% | 4,653 | $604K |
| Fiduciary Alliance LLC | 0.04% | Add +0.1% | 4,634 | $601K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +7.4% | 4,630 | $601K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,625 | $600K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -6.5% | 4,612 | $598K |
| American Wealth Advisors, LLC | 0.59% | — | 4,601 | $597K |
| Spire Wealth Management | 0.02% | Reduce -3.4% | 4,587 | $595K |
| Rockbridge Investment Management, LCC | 0.06% | No change | 4,566 | $592K |
| EPG Wealth Management LLC | 0.16% | Reduce -4.1% | 4,549 | $590K |
| Montecito Bank & Trust | 0.09% | — | 4,520 | $586K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.04% | No change | 4,502 | $584K |
| Clark Capital Management Group, Inc. | 0.00% | Add +5.2% | 4,500 | $584K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.4% | 4,477 | $581K |
| First Horizon Corp. | 0.03% | — | 4,426 | $574K |
| Purkiss Capital Advisors LLC | 0.27% | Add +29.8% | 4,386 | $569K |
| PFG Advisors | 0.02% | New | 4,372 | $567K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 4,363 | $566K |
| Trust Co. of Vermont | 0.02% | No change | 4,317 | $560K |
| Partners Wealth Management, LLC | 0.55% | Add +2.1% | 4,294 | $557K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 4,256 | $552K |
| Naples Global Advisors, LLC | 0.04% | No change | 4,177 | $542K |
| Ancora Advisors LLC | 0.01% | Reduce -9.8% | 4,175 | $542K |
| Triangle Securities Wealth Management | 0.12% | Add +6.6% | 4,140 | $537K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 4,123 | $535K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.5% | 4,100 | $532K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.3% | 4,072 | $528K |
| Cobblestone Capital Advisors LLC | 0.03% | Reduce -2.6% | 4,069 | $528K |
| Hancock Whitney Corp. | 0.01% | Add +0.6% | 4,060 | $527K |
| D.B. Root & Company, LLC | 0.13% | New | 4,039 | $524K |
| Cookson Peirce & Co. Inc. | 0.02% | Reduce -2.2% | 4,038 | $524K |
| MV Capital Management, Inc. | 0.05% | No change | 4,027 | $522K |
| SouthState Bank Corp | 0.02% | Reduce -41.5% | 4,009 | $520K |
| IFG Advisors, LLC | 0.08% | Add +0.0% | 4,006 | $520K |
| Riverbend Wealth Management, LLC | 0.36% | No change | 4,000 | $519K |
| Ironsides Asset Advisors, LLC | 0.13% | Add +100.0% | 4,000 | $519K |
| Wolff Financial Management LLC | 0.12% | No change | 4,000 | $519K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +7.6% | 3,993 | $518K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -1.2% | 3,978 | $516K |
| Aspiriant, LLC | 0.02% | Reduce -4.5% | 3,976 | $516K |
| Boston Family Office LLC | 0.03% | Reduce -10.2% | 3,924 | $509K |
| Fairscale Capital, LLC | 0.35% | No change | 3,913 | $508K |
| Net Worth Advisory Group | 0.15% | Reduce -88.1% | 3,911 | $507K |
| FRG Family Wealth Advisors LLC | 0.08% | No change | 3,888 | $504K |
| Financial Alternatives, Inc | 0.30% | No change | 3,806 | $494K |
| Ally Invest Advisors Inc. | 0.03% | Reduce -2.1% | 3,749 | $486K |
| TrinityBridge Ltd | 0.01% | No change | 3,741 | $485K |
| Doliver Advisors, LP | 0.12% | Reduce -5.8% | 3,721 | $483K |
| Liberty Wealth Management LLC | 0.07% | Add +0.4% | 3,716 | $482K |
| Uptick Partners, LLC | 0.13% | Reduce -14.6% | 3,711 | $481K |
| Eagle Strategies LLC | 0.06% | Add +6.5% | 3,703 | $480K |
| Silver Oak Securities, Incorporated | 0.04% | New | 3,698 | $480K |
| Topsail Wealth Management, LLC | 0.08% | Reduce -0.5% | 3,660 | $475K |
| River Street Advisors LLC | 0.18% | Add +3.0% | 3,653 | $474K |
| Wedbush Securities Inc. | 0.02% | No change | 3,639 | $472K |
| Atlantic Union Bankshares Corp | 0.01% | Add +2.2% | 3,593 | $466K |
| Insight Inv LLC | 0.27% | Reduce -6.8% | 3,541 | $459K |
| Foster & Motley Inc. | 0.02% | No change | 3,540 | $459K |
| Fayez Sarofim & Co | 0.00% | No change | 3,526 | $457K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -3.7% | 3,482 | $452K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 3,481 | $452K |
| Vise Technologies, Inc. | 0.02% | New | 3,478 | $451K |
| Integrated Wealth Concepts LLC | 0.00% | Add +21.1% | 3,477 | $451K |
| Houlihan Financial Resource Group, Ltd. | 0.39% | Reduce -55.4% | 3,447 | $447K |
| Fiduciary Financial Group, LLC | 0.07% | Reduce -0.0% | 3,429 | $445K |
| Goldstein Advisors, LLC | 0.05% | No change | 3,420 | $444K |
| IHT Wealth Management, LLC | 0.01% | Add +2.1% | 3,416 | $443K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.0% | 3,403 | $441K |
| Veridan Wealth LLC | 0.15% | — | 3,390 | $440K |
| Choreo, LLC | 0.01% | Reduce -2.1% | 3,326 | $431K |
| Sage Financial Group Inc. | 0.03% | Add +0.2% | 3,320 | $431K |
| Sensible Money, LLC | 0.15% | No change | 3,311 | $430K |
| Empowered Funds, LLC | 0.00% | Add +12.7% | 3,287 | $426K |
| Belpointe Asset Management LLC | 0.02% | No change | 3,245 | $421K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -3.4% | 3,228 | $419K |
| SteelPeak Wealth, LLC | 0.01% | New | 3,211 | $417K |
| First Commonwealth Financial Corp | 0.07% | No change | 3,198 | $415K |
| FWG Investments, LLC. | 0.28% | Add +0.8% | 3,198 | $415K |
| SlateStone Wealth, LLC | 0.04% | Add +0.0% | 3,168 | $411K |
| Argent Trust Co | 0.01% | No change | 3,150 | $409K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +36.4% | 3,138 | $407K |
| AlphaCore Capital LLC | 0.01% | Reduce -1.5% | 3,094 | $401K |
| Clarity Financial LLC | 0.04% | New | 3,075 | $399K |
| Richards, Merrill & Peterson, Inc. | 0.17% | No change | 3,064 | $397K |
| Country Club Bank | 0.02% | Reduce -19.7% | 3,055 | $395K |
| Washington Trust Bank | 0.03% | Reduce -7.9% | 3,042 | $395K |
| Brown Advisory Inc. | 0.00% | Reduce -5.3% | 3,018 | $391K |
| AssuredPartners Investment Advisors, LLC | 0.09% | Reduce -21.2% | 3,004 | $390K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -6.1% | 2,993 | $388K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -2.1% | 2,978 | $386K |
| Fiduciary Trust Co | 0.00% | No change | 2,974 | $386K |
| Bridges Investment Management Inc. | 0.00% | No change | 2,969 | $385K |
| Kwmg, LLC | 0.03% | No change | 2,954 | $383K |
| Larson Financial Group LLC | 0.01% | Reduce -5.8% | 2,950 | $383K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -13.9% | 2,930 | $380K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 2,928 | $380K |
| apricus wealth, LLC | 0.20% | Add +25.3% | 2,924 | $379K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,922 | $379K |
| Panoramic Investment Advisors, LLC | 0.21% | No change | 2,900 | $376K |
| Old Second National Bank of Aurora | 0.08% | No change | 2,882 | $374K |
| Nilsine Partners, LLC | 0.03% | Reduce -0.1% | 2,870 | $372K |
| Founders Financial Securities LLC | 0.03% | Add +5.1% | 2,868 | $372K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -19.8% | 2,868 | $372K |
| Destiny Capital Corp | 0.20% | Add +5.6% | 2,839 | $368K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -5.7% | 2,828 | $367K |
| Inlight Wealth Management, LLC | 0.17% | No change | 2,800 | $363K |
| Allium Financial Advisors, LLC | 0.30% | No change | 2,778 | $360K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Add +10.6% | 2,764 | $359K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.0% | 2,760 | $358K |
| PBMares Wealth Management LLC | 0.06% | Add +3.4% | 2,753 | $357K |
| Lewis Asset Management, LLC | 0.15% | No change | 2,750 | $357K |
| Hilltop Holdings Inc. | 0.02% | No change | 2,730 | $354K |
| Mezzasalma Advisors, LLC | 0.09% | No change | 2,727 | $354K |
| Root Financial Partners, LLC | 0.02% | Add +12.7% | 2,711 | $352K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 2,707 | $351K |
| CRA Financial Services, LLC | 0.05% | Reduce -1.1% | 2,697 | $350K |
| Zhang Financial LLC | 0.01% | Add +0.1% | 2,696 | $350K |
| Atlas Brown,Inc. | 0.10% | Add +0.3% | 2,669 | $346K |
| Capital Square, LLC | 0.17% | No change | 2,644 | $343K |
| Haverford Trust Co | 0.00% | No change | 2,635 | $342K |
| Equitable Trust Co. | 0.02% | No change | 2,632 | $341K |
| KPP Advisory Services LLC | 0.05% | No change | 2,618 | $340K |
| MKT Advisors LLC | 0.13% | No change | 2,600 | $339K |
| Willner & Heller, LLC | 0.26% | Add +0.4% | 2,603 | $338K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -27.8% | 2,600 | $337K |
| Advisors Management Group Inc. | 0.06% | Reduce -3.3% | 2,582 | $335K |
| Principal Securities, Inc. | 0.01% | No change | 2,567 | $333K |
| Busey Bank | 0.01% | Add +0.6% | 2,564 | $333K |
| Milestones Private Investment Advisors LLC | 0.22% | No change | 2,531 | $328K |
| Bonfire Financial | 0.25% | No change | 2,515 | $326K |
| Calamos Wealth Management LLC | 0.01% | Reduce -5.0% | 2,511 | $326K |
| Wealth Preservation Advisors, LLC | 0.19% | No change | 2,479 | $322K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 2,478 | $321K |
| Clarity Asset Management, Inc. | 0.18% | Add +0.5% | 2,419 | $314K |
| VeraBank, N.A. | 0.06% | No change | 2,417 | $314K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,412 | $313K |
| Ritholtz Wealth Management | 0.01% | No change | 2,406 | $312K |
| Gen-Wealth Partners Inc | 0.10% | No change | 2,386 | $310K |
| Romano Brothers and Company | 0.04% | No change | 2,385 | $309K |
| Mullaney, Keating & Wright, Inc. | 0.17% | No change | 2,383 | $309K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,380 | $309K |
| Russell Investments Group, Ltd. | 0.00% | Add +19.5% | 2,382 | $309K |
| Brookstone Capital Management | 0.00% | Add +3.3% | 2,354 | $305K |
| Advisors Capital Management, LLC | 0.00% | Add +6.3% | 2,347 | $305K |
| Independent Family Office, LLC | 0.13% | No change | 2,340 | $304K |
| Carnegie Investment Counsel | 0.01% | No change | 2,338 | $303K |
| Alpha Financial Advisors, LLC | 0.11% | No change | 2,336 | $303K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 2,333 | $303K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +0.1% | 2,326 | $302K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -0.0% | 2,325 | $302K |
| Portland Global Advisors LLC | 0.03% | No change | 2,312 | $300K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +15.0% | 2,300 | $298K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +11.8% | 2,260 | $293K |
| Clientfirst Wealth Management, LLC | 0.23% | No change | 2,258 | $293K |
| Heritage Family Offices, LLP | 0.14% | Add +0.9% | 2,257 | $293K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +6.2% | 2,248 | $292K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,245 | $291K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -33.1% | 2,227 | $289K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,218 | $288K |
| United Community Bank | 0.09% | No change | 2,215 | $287K |
| Bellwether Advisors, LLC | 0.05% | Add +8.0% | 2,213 | $287K |
| Bravias Capital Group, LLC | 0.19% | Reduce -0.1% | 2,161 | $280K |
| Petra Financial Advisors Inc. | 0.16% | No change | 2,150 | $279K |
| VSM Wealth Advisory, LLC | 0.09% | No change | 2,148 | $279K |
| Vickerman Investment Advisors, Inc. | 0.06% | Reduce -0.5% | 2,138 | $277K |
| LexAurum Advisors, LLC | 0.04% | Reduce -0.7% | 2,135 | $277K |
| Weil Company, Inc. | 0.07% | Reduce -0.2% | 2,130 | $276K |
| Enzi Wealth | 0.10% | No change | 2,160 | $276K |
| Blankinship & Foster, LLC | 0.06% | No change | 2,123 | $275K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,122 | $275K |
| Hilltop National Bank | 0.07% | No change | 2,116 | $274K |
| Retirement Planning Co of New England, Inc. | 0.11% | Reduce -3.6% | 2,115 | $274K |
| Lee, Kelleher & Klein Wealth Management | 0.17% | No change | 2,112 | $274K |
| Cosner Financial Group, LLC | 0.15% | Add +65.3% | 3,490 | $274K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -5.8% | 2,097 | $272K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.4% | 2,097 | $272K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 2,098 | $272K |
| Callan Family Office, LLC | 0.01% | Reduce -35.8% | 2,070 | $269K |
| Accredited Investors Inc. | 0.01% | Reduce -4.5% | 2,069 | $268K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,068 | $268K |
| Wick Capital Partners, LLC | 0.06% | Reduce -90.4% | 2,061 | $267K |
| Motco | 0.02% | No change | 2,054 | $266K |
| Mather Group, Llc. | 0.00% | No change | 2,054 | $266K |
| JPL Wealth Management, LLC | 0.06% | No change | 2,053 | $266K |
| Ellevest, Inc. | 0.04% | Add +0.1% | 2,052 | $266K |
| Eclectic Associates Inc. | 0.05% | No change | 2,046 | $265K |
| FSA Advisors, Inc. | 0.21% | New | 2,032 | $264K |
| Western Wealth Management, LLC | 0.01% | Add +0.3% | 2,031 | $263K |
| Madden Advisory Services, Inc. | 0.11% | Add +5.7% | 2,028 | $263K |
| Sound Income Strategies, LLC | 0.01% | Reduce -23.0% | 2,021 | $261K |
| Quadcap Wealth Management, LLC | 0.03% | Add +0.1% | 2,005 | $260K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.1% | 2,003 | $260K |
| DT Investment Partners, LLC | 0.02% | No change | 2,000 | $259K |
| BBR Partners, LLC | 0.01% | New | 2,000 | $259K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 1,997 | $259K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 1,991 | $258K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -47.8% | 1,984 | $257K |
| VestGen Advisors, LLC | 0.01% | New | 1,981 | $257K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.2% | 1,978 | $257K |
| Sunesis Advisors, LLC | 0.12% | — | 1,977 | $256K |
| First County Bank | 0.13% | Reduce -5.8% | 1,969 | $255K |
| Empower Advisory Group, LLC | 0.00% | No change | 1,966 | $255K |
| National Bank of Canada | 0.00% | No change | 1,954 | $253K |
| CPC Advisors, LLC | 0.03% | Add +3.7% | 1,950 | $253K |
| Chapin Davis, Inc. | 0.06% | No change | 1,949 | $253K |
| Strategic Family Wealth Counselors, L.L.C. | 0.06% | No change | 1,943 | $252K |
| Bogart Wealth, LLC | 0.01% | No change | 1,940 | $252K |
| Essex Financial Services, Inc. | 0.01% | Add +0.2% | 1,932 | $251K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,923 | $249K |
| BlueChip Wealth Advisors LLC | 0.11% | Reduce -31.7% | 1,916 | $249K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | Reduce -3.0% | 1,916 | $248K |
| Signaturefd, LLC | 0.00% | No change | 1,912 | $248K |
| Sapient Capital LLC | 0.00% | No change | 1,910 | $247K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +0.3% | 1,899 | $246K |
| Lanark Financial, Inc. | 0.02% | Add +11.9% | 1,881 | $244K |
| International Assets Investment Management, LLC | 0.02% | No change | 1,930 | $243K |
| Benjamin Edwards Inc. | 0.00% | New | 1,868 | $242K |
| Aufman Associates Inc | 0.14% | No change | 1,864 | $242K |
| Gallacher Capital Management LLC | 0.10% | No change | 1,860 | $241K |
| Accelerate Investment Advisors LLC | 0.16% | Add +0.2% | 1,855 | $241K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -2.0% | 1,830 | $237K |
| McCarter Private Wealth Services LLC | 0.12% | Reduce -3.4% | 1,821 | $236K |
| MB Generational Wealth, LLC | 0.15% | — | 1,814 | $235K |
| Park Avenue Securities LLC | 0.00% | New | 1,801 | $234K |
| WBH Advisory Inc. | 0.02% | Reduce -4.8% | 1,803 | $234K |
| V2 Financial group LLC | 0.13% | No change | 1,800 | $233K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 1,800 | $233K |
| Nalls Sherbakoff Group, LLC | 0.16% | No change | 1,799 | $233K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.2% | 1,789 | $232K |
| Buttonwood Financial Advisors Inc. | 0.08% | Reduce -1.5% | 1,785 | $232K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -1.5% | 1,785 | $232K |
| Allied Investment Advisors, LLC | 0.04% | No change | 1,784 | $231K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,775 | $231K |
| Westwood Holdings Group Inc. | 0.00% | No change | 1,770 | $230K |
| NWF Advisory Services Inc. | 0.03% | No change | 1,766 | $229K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -62.0% | 1,759 | $228K |
| Garde Capital, Inc. | 0.01% | Reduce -5.6% | 1,753 | $227K |
| NorthRock Partners, LLC | 0.00% | Add +6.5% | 1,750 | $227K |
| HCR Wealth Advisors | 0.02% | No change | 1,740 | $227K |
| MBL Wealth, LLC | 0.02% | No change | 1,750 | $227K |
| Dopkins Wealth Management, LLC | 0.09% | No change | 1,732 | $225K |
| SWP Financial LLC | 0.11% | No change | 1,728 | $224K |
| Friday Financial | 0.09% | No change | 1,724 | $224K |
| Investmark Advisory Group LLC | 0.10% | Add +0.3% | 1,721 | $223K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,715 | $222K |
| First City Capital Management, Inc. | 0.12% | No change | 1,690 | $219K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | Reduce -0.1% | 1,688 | $219K |
| Christensen, King & Associates Investment Services, Inc. | 0.09% | Add +0.3% | 1,685 | $219K |
| Clark Asset Management, LLC | 0.03% | No change | 1,684 | $218K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 1,756 | $217K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -41.2% | 1,671 | $217K |
| Ieq Capital, LLC | 0.00% | New | 1,662 | $216K |
| Moneywise, Inc. | 0.10% | Add +0.3% | 1,653 | $214K |
| Independent Advisor Alliance | 0.01% | No change | 1,652 | $214K |
| IMS Capital Management | 0.10% | No change | 1,646 | $214K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.4% | 1,641 | $213K |
| Mma Asset Management LLC | 0.07% | No change | 1,638 | $212K |
| Elm Partners Management LLC | 0.01% | New | 1,635 | $212K |
| Baker Avenue Asset Management, LP | 0.01% | New | 1,629 | $211K |
| Holland Advisory Services, Inc. | 0.29% | Reduce -10.2% | 1,624 | $211K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -1.0% | 1,621 | $210K |
| Paragon Private Wealth Management, LLC | 0.07% | No change | 1,620 | $210K |
| Allen Investment Management, LLC | 0.00% | New | 1,612 | $209K |
| Hixon Zuercher, LLC | 0.06% | New | 1,600 | $208K |
| WNY Asset Management, LLC | 0.02% | New | 1,596 | $207K |
| Harbour Investments, Inc. | 0.00% | No change | 1,592 | $207K |
| Richmond Investment Services, LLC | 0.04% | Reduce -21.9% | 1,581 | $205K |
| Glen Eagle Advisors, LLC | 0.03% | Add +28.5% | 1,580 | $205K |
| Gateway Wealth Partners, LLC | 0.03% | New | 1,570 | $204K |
| Arete Wealth Advisors, LLC | 0.01% | New | 1,567 | $203K |
| CoreCap Advisors, LLC | 0.01% | Reduce -9.0% | 1,549 | $201K |
| HBK Sorce Advisory LLC | 0.01% | New | 1,550 | $201K |
| Private Management Group Inc. | 0.01% | New | 1,546 | $201K |
| Key Financial Inc | 0.04% | No change | 1,524 | $199K |
| PFS Partners, LLC | 0.09% | No change | 1,515 | $197K |
| Horizon Investments, LLC | 0.00% | No change | 1,510 | $196K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,496 | $194K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,483 | $192K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.4% | 1,429 | $185K |
| Smithfield Trust Co | 0.01% | No change | 1,422 | $185K |
| HM Payson & Co. | 0.00% | No change | 1,367 | $177K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,352 | $175K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,338 | $174K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.3% | 1,327 | $172K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +2.3% | 1,311 | $171K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,306 | $169K |
| Silicon Valley Capital Partners | 0.02% | New | 1,296 | $168K |
| Alerus Financial NA | 0.01% | No change | 1,256 | $163K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,248 | $162K |
| Legacy Bridge, LLC | 0.06% | No change | 1,185 | $154K |
| LRI Investments, LLC | 0.01% | No change | 1,180 | $153K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 1,171 | $152K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,138 | $148K |
| Blue Trust, Inc. | 0.00% | Reduce -14.3% | 1,134 | $147K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,131 | $147K |
| Assetmark, Inc. | 0.00% | Reduce -32.1% | 1,108 | $144K |
| Main Street Group, LTD | 0.05% | No change | 1,085 | $141K |
| Towne Trust Company, N.A | 0.04% | No change | 1,062 | $138K |
| Concord Wealth Partners | 0.02% | Add +0.5% | 1,048 | $136K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -42.0% | 1,036 | $134K |
| Mechanics Financial Corp | 0.05% | No change | 1,008 | $131K |
| Kentucky Trust Co | 0.07% | No change | 1,000 | $130K |
| Grove Bank & Trust | 0.01% | Add +20.5% | 953 | $124K |
| Clearstead Trust, LLC | 0.02% | No change | 920 | $119K |
| Front Row Advisors LLC | 0.04% | No change | 915 | $119K |
| Holos Integrated Wealth LLC | 0.07% | No change | 918 | $115K |
| S.A. Mason LLC | 0.05% | No change | 880 | $114K |
| Mascoma Wealth Management LLC | 0.03% | No change | 873 | $113K |
| High Note Wealth, LLC | 0.02% | No change | 851 | $110K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 811 | $105K |
| Rice Partnership, LLC | 0.01% | Add +113.5% | 807 | $105K |
| CENTRAL TRUST Co | 0.00% | Add +673.1% | 804 | $104K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 798 | $104K |
| Rothschild Investment LLC | 0.01% | No change | 780 | $101K |
| Clayton Financial Group LLC | 0.07% | New | 776 | $101K |
| Albion Financial Group | 0.01% | No change | 775 | $101K |
| Millstone Evans Group, LLC | 0.06% | No change | 753 | $98K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 725 | $94K |
| Abich Financial Wealth Management LLC | 0.03% | — | 697 | $90K |
| SIMA Wealth Partners, LLC | 0.07% | Reduce -6.7% | 695 | $90K |
| City Holding Co. | 0.01% | Reduce -1.6% | 679 | $88K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 669 | $87K |
| Milestone Investment Advisors LLC | 0.02% | No change | 669 | $87K |
| Western Pacific Wealth Management, LP | 0.08% | No change | 668 | $87K |
| Center for Financial Planning, Inc. | 0.01% | No change | 660 | $86K |
| NBT Bank, N.A. | 0.01% | No change | 655 | $85K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.6% | 649 | $84K |
| Evergreen Private Wealth LLC | 0.03% | No change | 631 | $82K |
| Financial Life Planners | 0.05% | New | 625 | $81K |
| Colonial Trust Co / SC | 0.01% | No change | 623 | $81K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -0.8% | 618 | $80K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 610 | $79K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 600 | $78K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 581 | $75K |
| Chilton Capital Management LLC | 0.00% | New | 567 | $74K |
| Founders Financial Alliance, LLC | 0.01% | Add +33.5% | 546 | $71K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 516 | $67K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 515 | $67K |
| Burkett Financial Services, LLC | 0.02% | Add +0.6% | 507 | $66K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 506 | $66K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 488 | $63K |
| Centennial Bank | 0.02% | No change | 475 | $62K |
| Piscataqua Savings Bank | 0.05% | No change | 474 | $61K |
| Wolff Wiese Magana LLC | 0.03% | No change | 470 | $61K |
| Abound Wealth Management | 0.02% | No change | 469 | $61K |
| Eastern Bank | 0.00% | No change | 465 | $60K |
| Breakwater Investment Management | 0.02% | No change | 463 | $60K |
| Tidemark, LLC | 0.02% | No change | 462 | $60K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 426 | $55K |
| Tsfg, LLC | 0.01% | No change | 424 | $55K |
| North Capital, Inc. | 0.04% | Add +0.3% | 409 | $53K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 409 | $53K |
| American National Bank & Trust | 0.01% | Reduce -12.6% | 402 | $52K |
| Quent Capital, LLC | 0.00% | New | 401 | $52K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 386 | $50K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -58.0% | 385 | $50K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -0.5% | 382 | $50K |
| GAMMA Investing LLC | 0.00% | Add +13.0% | 382 | $50K |
| CX Institutional | 0.00% | Add +58.5% | 363 | $47K |
| Mendota Financial Group, LLC | 0.03% | No change | 360 | $47K |
| IMA Advisory Services, Inc. | 0.00% | No change | 338 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.6% | 330 | $43K |
| Creative Financial Designs Inc. | 0.00% | No change | 313 | $41K |
| Sterling Capital Management LLC | 0.00% | New | 306 | $40K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 304 | $39K |
| Princeton Global Asset Management LLC | 0.01% | No change | 300 | $39K |
| Golden State Wealth Management, LLC | 0.00% | No change | 300 | $39K |
| Colonial Trust Advisors | 0.00% | No change | 289 | $37K |
| Financial Freedom, LLC | 0.02% | New | 288 | $37K |
| WealthCollab, LLC | 0.02% | No change | 284 | $37K |
| Absher Wealth Management, LLC | 0.00% | New | 280 | $36K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 278 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 262 | $34K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 258 | $34K |
| BankPlus Trust Department | 0.01% | No change | 246 | $32K |
| Palouse Capital Management, Inc. | 0.02% | No change | 244 | $32K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Reduce -29.7% | 237 | $31K |
| Pacific Center for Financial Services | 0.01% | No change | 220 | $29K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.5% | 218 | $28K |
| Caitlin John, LLC | 0.02% | New | 217 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Add +776.0% | 219 | $28K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.5% | 211 | $27K |
| Orion Capital Management LLC | 0.01% | No change | 200 | $26K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 192 | $25K |
| North Star Investment Management Corp. | 0.00% | No change | 187 | $24K |
| Dunhill Financial, LLC | 0.01% | Add +1.1% | 186 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 165 | $21K |
| Howe & Rusling Inc. | 0.00% | Add +3.1% | 164 | $21K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 155 | $20K |
| Sittner & Nelson, LLC | 0.01% | No change | 139 | $18K |
| Imprint Wealth LLC | 0.06% | — | 138 | $18K |
| Darwin Wealth Management, LLC | 0.01% | No change | 138 | $18K |
| Team Financial Group, LLC | 0.01% | Add +0.8% | 135 | $17K |
| Creekmur Asset Management LLC | 0.00% | No change | 130 | $17K |
| Steph & Co. | 0.00% | No change | 120 | $16K |
| Archer Investment Corp | 0.00% | No change | 119 | $15K |
| Pacifica Partners Inc. | 0.01% | No change | 115 | $15K |
| Ashton Thomas Securities, LLC | 0.00% | New | 106 | $14K |
| Perritt Capital Management Inc | 0.01% | Add +0.9% | 106 | $14K |
| Northwest Capital Management Inc | 0.01% | No change | 104 | $13K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 102 | $13K |
| Zions Bancorporation, National Association | 0.00% | No change | 92 | $12K |
| 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 |
| CoreFirst Bank & Trust | 0.01% | Reduce -17.6% | 84 | $11K |
| Noble Wealth Management PBC | 0.01% | — | 79 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 78 | $10K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 75 | $10K |
| Balentine LLC | 0.00% | New | 73 | $9K |
| Sawyer & Company, Inc | 0.00% | No change | 71 | $9K |
| CNB Bank | 0.00% | No change | 61 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | New | 59 | $8K |
| Clear Investment Research, LLC | 0.01% | New | 64 | $7K |
| Tortoise Investment Management, LLC | 0.00% | No change | 56 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 49 | $6K |
| Bank of New Hampshire | 0.00% | No change | 48 | $6K |
| ORG Partners LLC | 0.00% | No change | 48 | $6K |
| Evolution Wealth Management Inc. | 0.01% | New | 47 | $6K |
| Resources Management Corp. /CT/ | 0.00% | No change | 50 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 42 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 40 | $5K |
| BTG Pactual Asset Management US LLC | 0.00% | No change | 40 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 37 | $5K |
| Rossby Financial, LCC | 0.00% | Reduce -2.9% | 34 | $4K |
| Wealth Watch Advisors, INC | 0.00% | New | 34 | $4K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 32 | $4K |
| Midwest Capital Advisors, LLC | 0.00% | Reduce -38.8% | 30 | $4K |
| Rise Advisors, LLC | 0.00% | No change | 19 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 17 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 11 | $1K |
| Tripletail Wealth Management, LLC | 0.00% | New | 10 | $1K |
| Kings Path Partners LLC | 0.00% | No change | 2 | $285 |
| Cloud Capital Management, LLC | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is IJJ's weight in each manager's 13F, not the share of iShares S&P Mid-Cap 400 Valu the manager owns.