iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q4 2025 (December 31)841holders +28
41new positions
46sold out
1famous investor
$131.40avg. 13F price*
At the end of Q4 2025, 841 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, up 28 from Q3 2025. 41 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($526.5M), FMR LLC ($501.4M) and Wells Fargo & Company ($464.0M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $34.0M |
| Exits | 46 | $30.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,187,095 shares bought and 2,276,384 shares sold, net −1,089,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 841 holders
| Morgan Stanley | 0.03% | Reduce -0.7% | 4,000,861 | $526.5M |
| FMR LLC | 0.03% | Add +7.5% | 3,810,605 | $501.4M |
| Wells Fargo & Company | 0.09% | Reduce -3.1% | 3,526,174 | $464.0M |
| Bank of America Corp. | 0.02% | Add +0.1% | 2,372,659 | $312.2M |
| UBS Group AG | 0.06% | Reduce -0.7% | 2,139,665 | $281.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -5.4% | 1,861,538 | $245.0M |
| PNC Financial Services Group, Inc. | 0.10% | Add +1.7% | 1,340,643 | $176.4M |
| D.A. Davidson & Co. | 0.85% | Add +4.5% | 1,053,108 | $138.6M |
| Cullen/Frost Bankers, Inc. | 1.20% | Reduce -0.4% | 831,369 | $109.4M |
| LPL Financial LLC | 0.03% | Add +1.3% | 798,608 | $105.1M |
| Raymond James Financial Inc. | 0.03% | Reduce -8.2% | 796,195 | $104.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -13.4% | 705,205 | $92.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 672,413 | $88.5M |
| Financial Engines Advisors L.L.C. | 0.17% | Reduce -1.9% | 662,537 | $87.2M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +0.9% | 633,518 | $83.4M |
| Royal Bank of Canada | 0.01% | Reduce -1.4% | 538,114 | $70.8M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 432,938 | $57.0M |
| HighTower Advisors, LLC | 0.06% | Add +1.8% | 423,207 | $55.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.4% | 415,135 | $54.6M |
| Evensky & Katz LLC | 2.57% | Add +0.0% | 345,893 | $45.5M |
| Baird Financial Group, Inc. | 0.07% | Reduce -1.1% | 344,298 | $45.3M |
| MAI Capital Management | 0.25% | Add +1.0% | 329,790 | $43.4M |
| Midland Wealth Advisors, LLC | 2.11% | Reduce -8.3% | 307,707 | $40.5M |
| Wilmington Savings Fund Society, FSB | 0.91% | Reduce -4.1% | 296,166 | $39.0M |
| Jones Financial Companies LLLP | 0.02% | Add +13.6% | 288,894 | $38.0M |
| Bokf, NA | 0.54% | Reduce -14.3% | 268,394 | $35.3M |
| World Investment Advisors | 0.55% | Add +19.0% | 255,860 | $33.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.2% | 251,428 | $33.1M |
| Willis Johnson & Associates, Inc. | 1.99% | Reduce -27.3% | 245,229 | $32.3M |
| Courier Capital LLC | 1.80% | Add +1.2% | 243,878 | $32.1M |
| Rehmann Capital Advisory Group | 1.64% | Add +4.6% | 237,719 | $31.5M |
| Cerity Partners LLC | 0.04% | Add +0.4% | 229,945 | $30.3M |
| Truist Financial Corp. | 0.04% | Reduce -2.3% | 223,421 | $29.4M |
| Creative Planning | 0.02% | Reduce -1.1% | 219,208 | $28.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +0.9% | 218,225 | $28.7M |
| Keybank National Association | 0.09% | Reduce -1.0% | 181,526 | $23.9M |
| GW Henssler & Associates Ltd. | 1.15% | Reduce -60.5% | 181,178 | $23.8M |
| Bank of Montreal | 0.01% | Add +0.5% | 175,306 | $23.1M |
| Mariner, LLC | 0.03% | Add +1.9% | 171,956 | $22.6M |
| AlphaCore Capital LLC | 0.49% | Add +5244.3% | 165,351 | $21.8M |
| Lido Advisors, LLC | 0.08% | Add +4.5% | 164,394 | $21.4M |
| Sterling Financial Planning, Inc. | 6.07% | Add +3.5% | 152,975 | $20.1M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Add +9.0% | 143,493 | $18.9M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -47.3% | 140,040 | $18.4M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | New | 3,409 | $18.4M |
| Focus Partners Wealth | 0.02% | Add +9.3% | 130,618 | $17.2M |
| Balance Wealth Partners LLC | 5.27% | Reduce -50.3% | 124,851 | $16.4M |
| Lutz Financial Services LLC | 1.07% | Reduce -0.1% | 120,056 | $15.8M |
| Capital Advisors, Ltd. LLC | 1.67% | Reduce -0.5% | 112,512 | $14.8M |
| Texas Yale Capital Corp. | 0.45% | Add +0.0% | 112,119 | $14.8M |
| Osaic Holdings, Inc. | 0.02% | Add +3.4% | 111,314 | $14.7M |
| Corient Private Wealth LP | 0.02% | Reduce -0.7% | 109,615 | $14.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.4% | 104,472 | $14.3M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +4.0% | 104,605 | $13.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -1.9% | 104,345 | $13.7M |
| GHP Investment Advisors, Inc. | 0.56% | Reduce -1.4% | 103,497 | $13.6M |
| Salomon & Ludwin, LLC | 1.20% | Reduce -2.2% | 100,886 | $13.6M |
| Natixis Advisors, LLC | 0.02% | Reduce -2.0% | 101,575 | $13.4M |
| 1834 Investment Advisors Co. | 1.64% | Reduce -4.5% | 99,470 | $13.1M |
| Cassaday & Co Wealth Management LLC | 0.27% | Reduce -0.2% | 98,594 | $13.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +2.6% | 97,611 | $12.8M |
| First Merchants Corp. | 0.47% | Reduce -9.9% | 95,428 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.2% | 95,339 | $12.5M |
| Cetera Investment Advisers | 0.01% | Reduce -0.8% | 95,150 | $12.5M |
| Stifel Financial Corp. | 0.01% | Reduce -4.9% | 94,759 | $12.5M |
| MML Investors Services, LLC | 0.03% | Add +6.0% | 92,716 | $12.2M |
| Asset Management Group, Inc. | 1.91% | Add +0.5% | 89,675 | $11.8M |
| Omega Financial Group, LLC | 3.90% | Add +1.9% | 89,034 | $11.7M |
| Comerica Bank | 0.05% | Reduce -6.4% | 88,866 | $11.7M |
| Ellis Investment Partners, LLC | 1.99% | Reduce -1.8% | 86,651 | $11.4M |
| PW Nova Financial Services LLC | 4.12% | — | 81,826 | $10.9M |
| Nations Financial Group Inc, /Ia/ | 0.57% | Add +3.0% | 82,020 | $10.8M |
| Dakota Wealth Management | 0.19% | Add +37.6% | 80,696 | $10.6M |
| Regions Financial Corp. | 0.07% | Reduce -0.8% | 77,375 | $10.2M |
| Blue Edge Capital, LLC | 1.31% | Reduce -19.3% | 74,511 | $9.8M |
| Mill Creek Capital Advisors, LLC | 0.19% | No change | 72,186 | $9.5M |
| Fifth Third Bancorp | 0.03% | Add +3.2% | 72,078 | $9.5M |
| US Bancorp \de | 0.01% | Reduce -3.1% | 68,915 | $9.1M |
| Mesirow Financial Investment Management, Inc. | 0.18% | Reduce -65.4% | 66,540 | $8.8M |
| Causey Wealth LLC | 3.95% | Add +1.8% | 66,140 | $8.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -2.0% | 65,555 | $8.6M |
| Oldfather Financial Services, LLC | 2.48% | Add +8.5% | 63,185 | $8.3M |
| LMG Wealth Partners, LLC | 1.53% | Add +5.7% | 62,459 | $8.2M |
| Captrust Financial Advisors | 0.02% | Add +2.5% | 62,322 | $8.2M |
| Flaharty Asset Management, LLC | 0.99% | Reduce -41.6% | 60,437 | $8.0M |
| InvesTrust | 3.03% | No change | 59,633 | $7.8M |
| DDFG, Inc | 1.65% | Add +2.0% | 57,203 | $7.5M |
| Arkadios Wealth Advisors | 0.15% | Add +313.1% | 55,822 | $7.3M |
| Pinnacle Financial Partners, Inc. | 0.06% | — | 55,366 | $7.3M |
| MidFirst Bank | 0.58% | — | 54,993 | $7.2M |
| IFP Advisors, Inc | 0.16% | Add +3.2% | 54,249 | $7.1M |
| BlackRock, Inc. | 0.00% | Add +14.7% | 53,350 | $7.0M |
| Summit Financial, LLC | 0.10% | Add +9.9% | 53,001 | $7.0M |
| Asset Dedication, LLC | 0.45% | Reduce -0.9% | 51,725 | $6.8M |
| First Citizens Financial Corp | 3.31% | Reduce -0.6% | 50,993 | $6.7M |
| Greenleaf Trust | 0.06% | Reduce -0.7% | 50,933 | $6.7M |
| Ullmann Wealth Partners Group, LLC | 0.70% | Reduce -1.4% | 52,272 | $6.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -49.7% | 50,300 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +8.4% | 49,700 | $6.5M |
| Mfa Wealth Advisors, LLC | 1.38% | Add +5.6% | 49,543 | $6.5M |
| M&T Bank Corp | 0.02% | Reduce -14.4% | 49,323 | $6.5M |
| Becker Capital Management Inc. | 0.18% | No change | 48,804 | $6.4M |
| JFS Wealth Advisors, LLC | 0.36% | Reduce -1.6% | 48,175 | $6.3M |
| Foundation Wealth Management, LLC | 4.34% | Reduce -2.8% | 47,753 | $6.3M |
| Leeward Investments, LLC - MA | 0.31% | Reduce -13.2% | 47,028 | $6.2M |
| D.B. Root & Company, LLC | 1.45% | Add +1020.5% | 45,255 | $6.0M |
| Hudson Capital Management LLC | 1.52% | Add +1.2% | 44,774 | $5.9M |
| Pittenger & Anderson Inc. | 0.23% | Add +0.6% | 44,662 | $5.9M |
| Broadview Financial Management, LLC | 3.91% | Add +0.4% | 44,432 | $5.8M |
| Associated Banc-Corp | 0.15% | Reduce -11.1% | 44,191 | $5.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.6% | 43,298 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.9% | 42,875 | $5.6M |
| Ironwood Financial, llc | 0.95% | Reduce -4.7% | 40,911 | $5.6M |
| SOL Capital Management CO | 0.50% | Reduce -16.2% | 42,689 | $5.6M |
| BKM Wealth Management, LLC | 2.02% | Add +1.3% | 41,977 | $5.5M |
| Pathstone Holdings, LLC | 0.02% | Reduce -84.5% | 41,509 | $5.5M |
| Betterment LLC | 0.01% | Reduce -1.2% | 41,298 | $5.4M |
| Novem Group | 0.62% | Add +1.8% | 40,386 | $5.3M |
| ETF Portfolio Partners, Inc. | 1.37% | Add +3.9% | 40,244 | $5.3M |
| Cibc World Market Inc. | 0.01% | Reduce -3.2% | 40,090 | $5.3M |
| Waverly Advisors, LLC | 0.04% | Reduce 0.0% | 39,706 | $5.2M |
| Ifrah Financial Services, Inc. | 1.33% | Reduce -0.1% | 39,380 | $5.2M |
| Bryn Mawr Trust Advisors, LLC | 0.25% | Reduce -1.1% | 38,896 | $5.1M |
| Csenge Advisory Group | 0.23% | Reduce -2.7% | 37,968 | $5.0M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -2.0% | 36,272 | $4.8M |
| Bleakley Financial Group, LLC | 0.08% | Add +2.6% | 35,990 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Add +6.7% | 35,423 | $4.7M |
| JNBA Financial Advisors | 0.41% | Add +0.7% | 35,375 | $4.7M |
| Level Four Advisory Services, LLC | 0.15% | Add +2.8% | 34,637 | $4.6M |
| Smith Chas P & Associates Pa Cpas | 0.24% | Add +9.6% | 34,630 | $4.6M |
| Net Worth Advisory Group | 0.90% | Add +769.5% | 34,004 | $4.5M |
| King Wealth Management Group | 0.54% | Reduce -2.2% | 33,834 | $4.5M |
| CFS Investment Advisory Services, LLC | 0.32% | Reduce -0.1% | 33,398 | $4.4M |
| Fifth Third Wealth Advisors LLC | 0.15% | Reduce -8.9% | 33,041 | $4.3M |
| Brightwater Advisory LLC | 2.93% | Reduce -0.2% | 32,989 | $4.3M |
| Sierra Capital LLC | 0.46% | Add +0.1% | 32,744 | $4.3M |
| Trail Ridge Investment Advisors, LLC | 1.85% | Add +3.3% | 32,636 | $4.3M |
| Centerpoint Advisors, LLC | 1.31% | Reduce -1.1% | 32,279 | $4.2M |
| Heritage Wealth Advisors | 0.16% | No change | 37,748 | $4.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +18.1% | 31,733 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.0% | 31,680 | $4.2M |
| Idaho Trust Co | 1.36% | Reduce -14.0% | 31,178 | $4.1M |
| NorthCrest Asset Manangement, LLC | 0.09% | Reduce -3.0% | 30,332 | $4.1M |
| Goelzer Investment Management, Inc. | 0.19% | Reduce -10.3% | 31,027 | $4.1M |
| Astra Wealth Partners LLC | 2.42% | Add +1.4% | 30,063 | $4.0M |
| Modera Wealth Management, LLC | 0.05% | No change | 29,946 | $3.9M |
| Cranbrook Wealth Management, LLC | 0.78% | Reduce -1.5% | 29,946 | $3.9M |
| Midwest Trust Co | 0.05% | Reduce -2.8% | 29,651 | $3.9M |
| River Wealth Advisors LLC | 0.43% | Reduce -1.0% | 29,058 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +202.2% | 28,916 | $3.8M |
| HB Wealth Management, LLC | 0.02% | Add +0.0% | 28,804 | $3.8M |
| Soltis Investment Advisors LLC | 0.25% | Add +13.9% | 28,769 | $3.8M |
| LTG Capital LLC | 2.93% | Reduce -0.9% | 28,545 | $3.8M |
| Whittier Trust Co. of Nevada Inc. | 0.08% | Reduce 0.0% | 27,471 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.9% | 28,260 | $3.7M |
| StoneX Group Inc. | 0.16% | Reduce -33.0% | 27,929 | $3.7M |
| Glass Jacobson Investment Advisors llc | 1.31% | Reduce -1.4% | 27,711 | $3.6M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Add +0.1% | 27,633 | $3.6M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +3.7% | 27,358 | $3.6M |
| Neumann Capital Management, LLC | 1.02% | Reduce -0.7% | 26,924 | $3.5M |
| Gallagher Capital Advisors, LLC | 2.27% | New | 28,883 | $3.5M |
| Anb Bank | 1.36% | Reduce -0.7% | 25,967 | $3.4M |
| M1 Capital Management LLC | 1.42% | Reduce -5.4% | 25,847 | $3.4M |
| Campion Asset Management | 2.31% | Reduce -3.5% | 25,271 | $3.3M |
| Coldstream Capital Management Inc. | 0.04% | Add +1.3% | 24,232 | $3.2M |
| Ramiah Investment Group | 2.76% | Reduce -9.7% | 24,201 | $3.2M |
| Members Trust Co | 0.10% | Reduce -5.8% | 24,069 | $3.2M |
| Prosperity Planning, Inc. | 1.16% | Add +4.0% | 23,837 | $3.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.65% | Add +27.1% | 23,694 | $3.1M |
| First Hawaiian Bank | 0.41% | Reduce -11.2% | 23,683 | $3.1M |
| Nikulski Financial, Inc. | 0.73% | Reduce -7.8% | 23,078 | $3.0M |
| Jmac Enterprises LLC | 0.56% | Reduce -0.1% | 22,352 | $2.9M |
| Thompson Siegel & Walmsley LLC | 0.05% | Add +610.8% | 22,306 | $2.9M |
| Bluespring Wealth Management, LLC | 0.25% | Reduce -2.2% | 22,081 | $2.9M |
| Cooke Wealth Management, LLC | 2.52% | — | 20,940 | $2.9M |
| Heck Capital Advisors, LLC | 0.21% | Reduce -11.1% | 21,901 | $2.9M |
| UMB Bank, n.a. | 0.04% | Add +5.0% | 21,334 | $2.8M |
| Commerce Bank | 0.02% | Reduce -4.0% | 20,735 | $2.7M |
| Teachers Insurance & Annuity Association of America | 3.17% | Add +4.6% | 20,478 | $2.7M |
| Rwa Wealth Partners, LLC | 0.03% | Add +1.6% | 20,379 | $2.7M |
| Guidance Point Advisors, LLC | 0.63% | Add +0.8% | 20,164 | $2.7M |
| Cozad Asset Management Inc. | 0.20% | Reduce -3.4% | 19,976 | $2.6M |
| Bragg Financial Advisors, Inc | 0.09% | Add +0.3% | 19,885 | $2.6M |
| Columbia Bank | 0.72% | Add +4.4% | 19,816 | $2.6M |
| Heritage Wealth Management, Inc. | 1.68% | Add +5.5% | 19,710 | $2.6M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -1.9% | 19,478 | $2.6M |
| Stokes Family Office, LLC | 0.23% | Reduce -3.5% | 19,433 | $2.6M |
| Axis Wealth Partners, LLC | 1.41% | Add +26.0% | 19,414 | $2.6M |
| SB Capital Management Inc | 0.93% | — | 19,318 | $2.5M |
| One Capital Management, LLC | 0.08% | Reduce -53.9% | 19,260 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +0.6% | 19,244 | $2.5M |
| Allegheny Financial Group | 0.37% | Add +0.4% | 19,160 | $2.5M |
| Sigma Planning Corp | 0.07% | Reduce -4.2% | 19,079 | $2.5M |
| Tiemann Investment Advisors, LLC | 0.97% | Reduce -0.2% | 18,931 | $2.5M |
| Factorial Partners, LLC | 1.64% | No change | 18,900 | $2.5M |
| Keenan, LLC | 2.12% | — | 18,365 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +70.6% | 18,184 | $2.4M |
| Glenmede Trust Co. NA | 0.01% | — | 18,148 | $2.4M |
| Wealth Advisory Solutions, LLC | 0.56% | Reduce -1.3% | 18,100 | $2.4M |
| Oxler Private Wealth LLC | 0.69% | Reduce -0.4% | 18,039 | $2.4M |
| Quadrant Private Wealth Management, LLC | 0.39% | No change | 18,014 | $2.4M |
| Allworth Financial LP | 0.01% | Add +0.9% | 17,891 | $2.4M |
| Dumont & Blake Investment Advisors LLC | 0.56% | Reduce -2.5% | 17,866 | $2.4M |
| Operose Advisors LLC | 0.54% | No change | 17,756 | $2.3M |
| TD Private Client Wealth LLC | 0.05% | Add +27.6% | 17,425 | $2.3M |
| Stordahl Capital Management, Inc. | 0.47% | Add +1.1% | 17,424 | $2.3M |
| &partners | 0.01% | Add +34.6% | 17,338 | $2.3M |
| Old National Bancorp | 0.04% | Reduce -1.2% | 17,207 | $2.3M |
| Cwm, LLC | 0.01% | Add +34.7% | 17,149 | $2.3M |
| Almanack Investment Partners, LLC. | 0.38% | No change | 17,145 | $2.3M |
| Opes Wealth Management LLC | 0.38% | No change | 16,971 | $2.2M |
| POM Investment Strategies, LLC | 1.14% | Add +5.6% | 16,829 | $2.2M |
| Vance Wealth, LLC | 0.65% | Reduce -5.6% | 16,746 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -78.8% | 16,553 | $2.2M |
| Avior Wealth Management, LLC | 0.07% | Add +0.1% | 16,459 | $2.2M |
| Breakwater Capital Group | 0.30% | Add +0.8% | 16,396 | $2.2M |
| Founders Grove Wealth Partners, LLC | 0.48% | Reduce -2.0% | 16,228 | $2.1M |
| Sonata Capital Group Inc. | 0.77% | Reduce -4.7% | 16,200 | $2.1M |
| First Citizens Bank & Trust Co. | 0.04% | Add +4.8% | 16,117 | $2.1M |
| Sageworth Trust Co | 0.09% | No change | 16,072 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Add +11.8% | 15,773 | $2.1M |
| Smith Shellnut Wilson LLC | 0.79% | Reduce -0.7% | 15,734 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +51.8% | 15,391 | $2.0M |
| Sowell Financial Services LLC | 0.07% | Add +15.9% | 15,335 | $2.0M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -0.3% | 15,249 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -5.2% | 15,005 | $2.0M |
| Pinnacle Bancorp, Inc. | 0.54% | No change | 14,124 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.3% | 14,110 | $1.9M |
| Caldwell Trust Co | 0.16% | Reduce -4.2% | 14,036 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -6.4% | 14,014 | $1.8M |
| Cornerstone Advisory, LLC | 0.18% | No change | 14,000 | $1.8M |
| C2C Wealth Management, LLC | 1.55% | Reduce -0.2% | 13,946 | $1.8M |
| Turning Point Benefit Group, Inc. | 0.96% | Add +29.3% | 13,895 | $1.8M |
| Blair William & Co. | 0.00% | Reduce -0.6% | 13,891 | $1.8M |
| Rodgers & Associates, LTD | 0.18% | Add +0.5% | 13,859 | $1.8M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -0.4% | 13,855 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +936.0% | 13,748 | $1.8M |
| Ritter Daniher Financial Advisory LLC / DE | 0.30% | Add +9.8% | 13,520 | $1.8M |
| AQR Capital Management | 0.00% | Add +56.3% | 13,516 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Add +0.1% | 13,468 | $1.8M |
| American Trust | 0.15% | Add +5.8% | 13,421 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +75.7% | 13,299 | $1.8M |
| Bessemer Group Inc. | 0.00% | No change | 13,208 | $1.7M |
| Corundum Trust Company, INC | 3.94% | No change | 13,166 | $1.7M |
| Novak & Powell Financial Services, Inc. | 0.90% | Reduce -2.3% | 13,121 | $1.7M |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -8.2% | 12,998 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | — | 12,866 | $1.7M |
| Shakespeare Wealth Management, LLC | 0.37% | Reduce -0.1% | 12,818 | $1.7M |
| Hazlett, Burt & Watson, Inc. | 0.54% | Add +48.3% | 12,803 | $1.7M |
| Rik Saylor Financial, Inc. | 1.23% | Reduce -0.6% | 12,793 | $1.7M |
| Whittier Trust Co. | 0.02% | Reduce -5.1% | 12,276 | $1.7M |
| Berman McAleer LLC | 0.23% | Reduce -2.3% | 12,719 | $1.7M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.2% | 12,114 | $1.7M |
| Harbor Investment Advisory, LLC | 0.13% | Add +102.1% | 12,658 | $1.7M |
| Thompson Investment Management, Inc. | 0.21% | Add +6.5% | 12,418 | $1.6M |
| Accurate Wealth Management, LLC | 0.21% | Reduce -0.1% | 11,850 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -15.3% | 12,394 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +3.7% | 12,175 | $1.6M |
| Vicus Capital | 0.12% | Add +1.0% | 12,165 | $1.6M |
| Hudson Oak Wealth Advisory LLC | 1.40% | — | 12,098 | $1.6M |
| Bangor Savings Bank | 0.13% | Reduce -0.5% | 12,083 | $1.6M |
| Trust Co. of Vermont | 0.07% | Add +177.9% | 11,997 | $1.6M |
| SOA Wealth Advisors, LLC. | 0.26% | Reduce -7.7% | 11,890 | $1.6M |
| Crescent Grove Advisors, LLC | 0.15% | Add +1.0% | 11,806 | $1.6M |
| Stenger Family Office, LLC | 0.32% | Reduce -10.0% | 11,760 | $1.5M |
| Phillips Financial Management, LLC | 0.10% | Reduce -0.2% | 11,727 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -3.2% | 11,717 | $1.5M |
| Farmers & Merchants Investments Inc. | 0.04% | Reduce -1.9% | 11,638 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.42% | Reduce -1.3% | 11,299 | $1.5M |
| Pacific Financial Group Inc. | 0.81% | Reduce -2.4% | 11,031 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -2.3% | 10,777 | $1.4M |
| Vise Technologies, Inc. | 0.03% | Add +209.0% | 10,748 | $1.4M |
| Aft, Forsyth & Company, Inc. | 0.61% | Reduce -1.3% | 10,672 | $1.4M |
| Keel Point, LLC | 0.08% | No change | 10,657 | $1.4M |
| MidAtlantic Capital Management, Inc. | 0.88% | Reduce -0.0% | 10,437 | $1.4M |
| Presilium Private Wealth, LLC | 0.25% | Add +2.1% | 10,415 | $1.4M |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | No change | 9,844 | $1.3M |
| Anchor Capital Advisors LLC | 0.04% | Add +77.2% | 9,801 | $1.3M |
| Nwam LLC | 0.07% | Reduce -1.5% | 9,657 | $1.3M |
| Alliance Private Wealth, LLC | 0.44% | — | 9,233 | $1.3M |
| Fulton Bank, N.A. | 0.04% | Add +8.6% | 9,476 | $1.2M |
| Genesis Private Wealth, LLC | 0.38% | New | 9,337 | $1.2M |
| Financial Partners Group, Inc | 0.14% | Reduce -1.2% | 8,951 | $1.2M |
| HighMark Wealth Management LLC | 0.50% | Reduce -0.3% | 9,264 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.0% | 9,263 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.2% | 9,050 | $1.2M |
| Anderson Hoagland & Co. | 0.10% | No change | 8,966 | $1.2M |
| Simon Quick Advisors, LLC | 0.05% | Reduce -14.4% | 8,924 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Reduce -2.7% | 8,881 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.1% | 8,849 | $1.2M |
| Cardiff Park Advisors, LLC | 0.10% | Reduce -1.4% | 8,845 | $1.2M |
| AMG National Trust Bank | 0.03% | No change | 8,843 | $1.2M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -1.3% | 8,703 | $1.1M |
| Compass Financial Group, Inc. (Ohio) | 0.83% | — | 8,614 | $1.1M |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.6% | 8,489 | $1.1M |
| Essex LLC | 0.20% | Reduce -1.0% | 8,486 | $1.1M |
| WealthShield Partners, LLC | 0.12% | Add +10.2% | 8,425 | $1.1M |
| Capital Analysts, LLC | 0.03% | Reduce -15.9% | 8,394 | $1.1M |
| TAGStone Capital, Inc. | 0.41% | Add +0.6% | 8,355 | $1.1M |
| Alpine Bank Wealth Management | 0.15% | No change | 8,310 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | Reduce -6.9% | 7,938 | $1.0M |
| Aspire Growth Partners LLC | 0.73% | Add +4.2% | 7,926 | $1.0M |
| Wesbanco Bank Inc. | 0.03% | Add +46.0% | 7,884 | $1.0M |
| Houlihan Financial Resource Group, Ltd. | 0.40% | Add +124.2% | 7,727 | $1.0M |
| AssuredPartners Investment Advisors, LLC | 0.15% | Add +160.9% | 7,839 | $1.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | Add +0.9% | 7,815 | $1.0M |
| JMG Financial Group, Ltd. | 0.03% | Add +7.7% | 7,771 | $1.0M |
| Finley Financial, LLC | 0.47% | No change | 7,760 | $1.0M |
| Innovative Wealth Building LLC | 0.74% | Reduce -3.4% | 7,741 | $1.0M |
| KLCM Advisors, Inc. | 0.09% | New | 7,698 | $1.0M |
| Bank of Stockton | 0.29% | Reduce -3.0% | 7,674 | $1.0M |
| Compound Planning, Inc. | 0.03% | Add +3.1% | 7,619 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -65.6% | 7,614 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -1.0% | 7,585 | $998K |
| Private Wealth Asset Management, LLC | 0.11% | Reduce -4.7% | 7,400 | $974K |
| Park Place Capital Corp | 0.20% | Reduce -15.1% | 7,273 | $957K |
| Atlantic Edge Private Wealth Management, LLC | 0.24% | Reduce -1.5% | 7,185 | $945K |
| Savant Capital, LLC | 0.01% | Reduce -3.0% | 7,116 | $936K |
| Wellspring Financial Advisors, LLC | 0.07% | Reduce -27.5% | 7,096 | $934K |
| Davidson Trust Co. | 0.39% | Add +2.1% | 7,047 | $928K |
| Mystic Asset Management, Inc. | 0.21% | No change | 7,000 | $921K |
| Narwhal Capital Management | 0.07% | No change | 6,923 | $911K |
| SCS Capital Management LLC | 0.01% | Reduce -9.4% | 6,834 | $899K |
| Prospera Financial Services Inc | 0.01% | Reduce -86.6% | 6,719 | $886K |
| Vanguard Group Inc. | 0.00% | Add +1.5% | 6,727 | $885K |
| QRG Capital Management, Inc. | 0.01% | Add +14.2% | 6,716 | $884K |
| Meridian Investment Counsel Inc. | 0.21% | No change | 6,648 | $875K |
| Global Retirement Partners, LLC | 0.02% | Reduce -0.5% | 6,615 | $870K |
| Venture Visionary Partners LLC | 0.03% | Add +0.1% | 6,580 | $866K |
| MainStreet Investment Advisors LLC | 0.12% | Reduce -0.1% | 6,580 | $866K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -10.4% | 6,580 | $866K |
| Mission Wealth Management, LP | 0.02% | Add +38.5% | 6,567 | $864K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +394.4% | 6,482 | $863K |
| Meridian Financial Advisors, LLC | 0.46% | Reduce -2.3% | 6,487 | $854K |
| Cambridge Financial Group, LLC | 0.30% | Add +5.5% | 6,734 | $849K |
| Matthew Goff Investment Advisor, LLC | 0.15% | Reduce -3.3% | 6,436 | $847K |
| StoneCrest Wealth Management, Inc. | 0.34% | Reduce -0.8% | 6,393 | $841K |
| Beirne Wealth Consulting Services, LLC | 0.24% | No change | 6,386 | $840K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 6,350 | $836K |
| United Capital Financial Advisors, LLC | 0.01% | Add +7.3% | 6,325 | $832K |
| Franklin Resources Inc. | 0.00% | Reduce -36.0% | 6,311 | $830K |
| Cresset Asset Management, LLC | 0.00% | Add +0.8% | 6,289 | $828K |
| Griffin Asset Management, Inc. | 0.09% | Reduce -4.0% | 6,252 | $823K |
| CreativeOne Wealth, LLC | 0.02% | Add +5.5% | 6,247 | $822K |
| Greenup Street Wealth Management LLC | 0.12% | Reduce -14.4% | 6,230 | $820K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -2.2% | 6,176 | $813K |
| Harbour Capital Advisors, LLC | 0.16% | No change | 6,080 | $809K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.14% | No change | 6,109 | $804K |
| Evoke Wealth, LLC | 0.02% | Add +1.2% | 6,091 | $802K |
| RFG Advisory, LLC | 0.01% | Add +0.5% | 6,068 | $798K |
| Cadence Bank | 0.05% | Reduce -1.1% | 6,066 | $798K |
| Krilogy Financial LLC | 0.03% | Add +0.1% | 5,743 | $792K |
| Renasant Bank | 0.53% | Reduce -16.6% | 5,994 | $789K |
| Earnest Partners LLC | 0.00% | New | 5,899 | $776K |
| Independence Bank of Kentucky | 0.10% | No change | 5,828 | $767K |
| Composition Wealth, LLC | 0.01% | Reduce -7.9% | 5,808 | $764K |
| Bay Capital Advisors, LLC | 0.47% | No change | 5,797 | $763K |
| Connecticut Wealth Management, LLC | 0.03% | No change | 5,572 | $733K |
| Private Trust Co. NA | 0.06% | Reduce -4.7% | 5,570 | $733K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +1.4% | 5,564 | $732K |
| IFG Advisory, LLC | 0.03% | Reduce -0.7% | 5,471 | $720K |
| Thomasville National Bank | 0.04% | No change | 5,454 | $718K |
| Great Lakes Advisors, LLC | 0.01% | No change | 5,418 | $713K |
| Arax Advisory Partners | 0.02% | New | 5,406 | $711K |
| First Citizens Asset Management, Inc. | 0.25% | Add +0.2% | 5,358 | $705K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -2.0% | 5,322 | $700K |
| FC Advisory LLC | 0.20% | Add +0.4% | 5,302 | $698K |
| Claro Advisors Inc. | 0.09% | Reduce -12.7% | 5,275 | $694K |
| Moneco Advisors, LLC | 0.05% | Add +0.5% | 5,251 | $691K |
| Weinberger Asset Management, Inc | 0.25% | Reduce -3.5% | 5,231 | $688K |
| Pinnacle Family Advisors, LLC | 0.30% | Reduce -0.6% | 5,203 | $685K |
| Independent Financial Group, LLC | 0.02% | Reduce -10.8% | 5,197 | $684K |
| Saxon Interests, Inc. | 0.24% | Reduce -0.3% | 5,174 | $681K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.4% | 5,161 | $679K |
| Cambridge Advisors Inc. | 0.13% | Reduce -0.4% | 5,127 | $675K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -0.1% | 5,127 | $675K |
| apricus wealth, LLC | 0.34% | Add +74.9% | 5,114 | $673K |
| Kanawha Capital Management LLC | 0.05% | Reduce -4.3% | 5,053 | $665K |
| Strategic Blueprint, LLC | 0.04% | Reduce -2.0% | 4,999 | $658K |
| Niles Investment Management, LLC | 0.55% | — | 4,999 | $658K |
| PKS Advisory Services, LLC | 0.15% | Reduce -5.3% | 4,929 | $649K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.2% | 4,925 | $648K |
| Stratos Investment Management, LLC | 0.03% | Add +0.4% | 4,913 | $647K |
| American Financial & Tax Strategies Inc. | 0.32% | No change | 4,881 | $642K |
| Park Capital Management, LLC / WI | 0.46% | New | 4,859 | $639K |
| Bailard, Inc. | 0.01% | No change | 4,857 | $639K |
| Fairscale Capital, LLC | 0.42% | Add +23.7% | 4,842 | $637K |
| Awm Capital, LLC | 0.06% | No change | 4,822 | $635K |
| Fiduciary Alliance LLC | 0.04% | Add +2.9% | 4,769 | $628K |
| Blackston Financial Advisory Group, LLC | 0.38% | Reduce -14.8% | 4,749 | $625K |
| MSH Capital Advisors LLC | 0.13% | No change | 4,725 | $622K |
| Performance Wealth Partners, LLC | 0.02% | Add +0.5% | 4,649 | $612K |
| Nuance Investments, LLC | 0.07% | New | 4,639 | $610K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 4,630 | $609K |
| Hyundai Investments Co., Ltd. | 0.59% | New | 4,586 | $609K |
| Professional Financial Advisors, LLC | 0.12% | Reduce -0.7% | 4,622 | $608K |
| SageView Advisory Group, LLC | 0.02% | Reduce -6.4% | 4,599 | $605K |
| EPG Wealth Management LLC | 0.16% | Add +0.5% | 4,571 | $601K |
| Rockbridge Investment Management, LCC | 0.06% | No change | 4,566 | $601K |
| American Wealth Advisors, LLC | 0.59% | Reduce -0.9% | 4,559 | $600K |
| Destiny Capital Corp | 0.31% | Add +60.2% | 4,549 | $599K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.04% | No change | 4,502 | $592K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 4,500 | $592K |
| Montecito Bank & Trust | 0.09% | Reduce -0.7% | 4,490 | $591K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.7% | 4,446 | $585K |
| First Horizon Corp. | 0.03% | Reduce -0.0% | 4,425 | $582K |
| Yanni & Associates Investment Advisors, LLC | 0.58% | — | 4,400 | $579K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -4.9% | 4,387 | $577K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 4,363 | $574K |
| Purkiss Capital Advisors LLC | 0.27% | Reduce -1.8% | 4,306 | $567K |
| Partners Wealth Management, LLC | 0.59% | No change | 4,294 | $565K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 4,256 | $560K |
| Triangle Securities Wealth Management | 0.12% | Add +2.8% | 4,255 | $560K |
| Hancock Whitney Corp. | 0.01% | Add +4.5% | 4,244 | $558K |
| Naples Global Advisors, LLC | 0.04% | Add +0.0% | 4,178 | $550K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 4,176 | $550K |
| Ancora Advisors LLC | 0.01% | No change | 4,175 | $549K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -1.0% | 4,080 | $537K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.2% | 4,080 | $537K |
| MV Capital Management, Inc. | 0.05% | No change | 4,027 | $530K |
| Cookson Peirce & Co. Inc. | 0.02% | Reduce -0.4% | 4,022 | $529K |
| IFG Advisors, LLC | 0.09% | Add +0.0% | 4,007 | $527K |
| Riverbend Wealth Management, LLC | 0.33% | No change | 4,000 | $526K |
| Ironsides Asset Advisors, LLC | 0.13% | No change | 4,000 | $526K |
| Wolff Financial Management LLC | 0.12% | No change | 4,000 | $526K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,978 | $523K |
| Aspiriant, LLC | 0.01% | No change | 3,976 | $523K |
| SouthState Bank Corp | 0.02% | Reduce -2.5% | 3,909 | $514K |
| Boston Family Office LLC | 0.03% | Reduce -0.6% | 3,899 | $513K |
| FRG Family Wealth Advisors LLC | 0.08% | No change | 3,888 | $512K |
| Eagle Strategies LLC | 0.06% | Add +3.9% | 3,847 | $506K |
| Arwa LLC | 0.29% | — | 3,823 | $503K |
| Financial Alternatives, Inc | 0.29% | No change | 3,806 | $501K |
| Silver Oak Securities, Incorporated | 0.03% | Add +0.2% | 3,706 | $492K |
| TrinityBridge Ltd | 0.01% | No change | 3,741 | $492K |
| Liberty Wealth Management LLC | 0.06% | Add +0.6% | 3,738 | $492K |
| Ieq Capital, LLC | 0.00% | Add +124.6% | 3,733 | $491K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -10.0% | 3,691 | $486K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -8.2% | 3,664 | $482K |
| Topsail Wealth Management, LLC | 0.07% | No change | 3,660 | $482K |
| River Street Advisors LLC | 0.18% | No change | 3,653 | $481K |
| PFG Advisors | 0.02% | Reduce -16.7% | 3,641 | $479K |
| Doliver Advisors, LP | 0.12% | Reduce -3.2% | 3,602 | $474K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.3% | 3,592 | $473K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -25.4% | 3,566 | $469K |
| Foster & Motley Inc. | 0.02% | No change | 3,540 | $466K |
| Global Trust Asset Management, LLC | 0.18% | Reduce -28.8% | 3,530 | $465K |
| Fayez Sarofim & Co | 0.00% | No change | 3,526 | $464K |
| Ally Invest Advisors Inc. | 0.03% | Reduce -6.8% | 3,496 | $460K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 3,482 | $458K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.8% | 5,707 | $454K |
| Boston Partners | 0.00% | New | 3,431 | $451K |
| Fiduciary Financial Group, LLC | 0.06% | No change | 3,429 | $451K |
| Goldstein Advisors, LLC | 0.05% | No change | 3,420 | $450K |
| Veridan Wealth LLC | 0.15% | Add +0.4% | 3,403 | $448K |
| Burke & Herbert Bank & Trust Co. | 0.12% | Reduce -2.6% | 3,391 | $446K |
| Stonebridge Financial Group, LLC / MO | 0.39% | — | 3,382 | $445K |
| Ameritas Advisory Services, LLC | 0.02% | Add +225.7% | 3,374 | $444K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -6.2% | 3,372 | $444K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 3,363 | $443K |
| Parallel Advisors, LLC | 0.01% | Add +60.0% | 3,355 | $441K |
| Principal Securities, Inc. | 0.01% | Add +30.6% | 3,352 | $441K |
| Sage Financial Group Inc. | 0.03% | Add +0.3% | 3,329 | $438K |
| Sensible Money, LLC | 0.14% | No change | 3,311 | $436K |
| Uptick Partners, LLC | 0.09% | Reduce -12.3% | 3,254 | $428K |
| Belpointe Asset Management LLC | 0.02% | No change | 3,245 | $427K |
| FWG Investments, LLC. | 0.27% | Add +1.4% | 3,242 | $427K |
| IHT Wealth Management, LLC | 0.01% | Reduce -5.4% | 3,232 | $425K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 3,226 | $424K |
| SlateStone Wealth, LLC | 0.04% | Add +1.7% | 3,221 | $424K |
| First Commonwealth Financial Corp | 0.07% | No change | 3,198 | $421K |
| Cornerstone Planning, LLC | 0.10% | — | 3,191 | $420K |
| DAVENPORT & Co LLC | 0.00% | Reduce -6.5% | 3,181 | $419K |
| Argent Trust Co | 0.01% | No change | 3,150 | $415K |
| Insight Inv LLC | 0.23% | Reduce -11.3% | 3,141 | $413K |
| Crusonia Wealth Advisors LLC | 0.09% | — | 3,131 | $412K |
| Kennedy Capital Management LLC | 0.01% | New | 3,110 | $409K |
| Callan Family Office, LLC | 0.01% | Add +49.9% | 3,102 | $408K |
| XTX Topco Ltd | 0.01% | New | 3,097 | $408K |
| First National Bank of Omaha | 0.01% | New | 3,055 | $406K |
| Calamos Wealth Management LLC | 0.01% | Add +22.6% | 3,078 | $405K |
| Clarity Financial LLC | 0.04% | No change | 3,075 | $405K |
| Richards, Merrill & Peterson, Inc. | 0.15% | No change | 3,064 | $403K |
| Alexis Investment Partners, LLC | 0.15% | Reduce -39.3% | 3,062 | $403K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -12.2% | 3,053 | $402K |
| Washington Trust Bank | 0.03% | No change | 3,042 | $400K |
| Laurel Oak Wealth Management, LLC | 0.07% | — | 3,022 | $398K |
| Choreo, LLC | 0.01% | Reduce -10.6% | 2,974 | $395K |
| Parkside Financial Bank & Trust | 0.03% | No change | 2,978 | $392K |
| Romano Brothers and Company | 0.04% | Add +24.3% | 2,965 | $390K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.5% | 2,939 | $387K |
| Cape Investment Advisory, Inc. | 0.12% | New | 2,934 | $386K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 2,928 | $385K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.1% | 2,928 | $385K |
| BDFS Capital LLC | 0.19% | — | 2,925 | $385K |
| Nilsine Partners, LLC | 0.03% | No change | 2,870 | $378K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -1.9% | 2,866 | $377K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -4.5% | 2,857 | $376K |
| Spire Wealth Management | 0.01% | Reduce -37.9% | 2,848 | $375K |
| Zhang Financial LLC | 0.01% | Add +4.8% | 2,825 | $372K |
| Kwmg, LLC | 0.03% | Reduce -4.5% | 2,822 | $371K |
| Bridges Investment Management Inc. | 0.00% | Reduce -5.2% | 2,814 | $370K |
| Inlight Wealth Management, LLC | 0.13% | No change | 2,800 | $368K |
| Pettyjohn, Wood & White, Inc. | 0.06% | No change | 2,764 | $364K |
| Mezzasalma Advisors, LLC | 0.09% | No change | 2,727 | $363K |
| Rayburn West Financial Services LLC | 0.22% | — | 2,750 | $362K |
| Lewis Asset Management, LLC | 0.15% | No change | 2,750 | $362K |
| Brown Advisory Inc. | 0.00% | Reduce -8.9% | 2,748 | $362K |
| Founders Financial Securities LLC | 0.02% | Reduce -4.4% | 2,743 | $361K |
| Hilltop Holdings Inc. | 0.02% | No change | 2,730 | $359K |
| Old Second National Bank of Aurora | 0.07% | Reduce -6.1% | 2,706 | $356K |
| CRA Financial Services, LLC | 0.05% | No change | 2,697 | $355K |
| Atlas Brown,Inc. | 0.10% | Add +0.5% | 2,682 | $353K |
| Western Wealth Management, LLC | 0.02% | Add +31.8% | 2,677 | $352K |
| Allium Financial Advisors, LLC | 0.28% | Reduce -4.3% | 2,658 | $350K |
| Panoramic Investment Advisors, LLC | 0.19% | Reduce -8.6% | 2,650 | $349K |
| Wagner Wealth Management, LLC | 0.07% | New | 2,650 | $349K |
| Capital Square, LLC | 0.18% | No change | 2,644 | $348K |
| Root Financial Partners, LLC | 0.02% | Reduce -2.5% | 2,642 | $348K |
| Haverford Trust Co | 0.00% | No change | 2,635 | $347K |
| Equitable Trust Co. | 0.02% | No change | 2,632 | $346K |
| Willner & Heller, LLC | 0.25% | Add +0.6% | 2,619 | $345K |
| KPP Advisory Services LLC | 0.05% | No change | 2,618 | $345K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 2,600 | $342K |
| Royal Fund Management, LLC | 0.03% | New | 2,574 | $339K |
| MKT Advisors LLC | 0.12% | Reduce -3.6% | 2,507 | $338K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.3% | 2,565 | $338K |
| Fiduciary Trust Co | 0.00% | Reduce -14.2% | 2,551 | $336K |
| Busey Bank | 0.01% | Reduce -0.6% | 2,549 | $335K |
| Milestones Private Investment Advisors LLC | 0.23% | No change | 2,531 | $333K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -10.6% | 2,528 | $333K |
| Bonfire Financial | 0.25% | No change | 2,515 | $331K |
| Bellwether Advisors, LLC | 0.05% | Add +12.7% | 2,493 | $328K |
| Wealth Preservation Advisors, LLC | 0.16% | No change | 2,479 | $326K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 2,478 | $326K |
| Valeo Financial Advisors, LLC | 0.01% | Add +25.2% | 2,476 | $326K |
| Townsend Financial Planning, LLC | 0.32% | — | 2,466 | $325K |
| Clarity Asset Management, Inc. | 0.18% | Add +0.6% | 2,433 | $320K |
| VeraBank, N.A. | 0.06% | No change | 2,417 | $318K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,412 | $317K |
| Ritholtz Wealth Management | 0.01% | No change | 2,406 | $317K |
| Gen-Wealth Partners Inc | 0.10% | No change | 2,386 | $314K |
| Larson Financial Group LLC | 0.01% | Reduce -19.2% | 2,384 | $314K |
| Mullaney, Keating & Wright, Inc. | 0.17% | No change | 2,383 | $314K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,380 | $313K |
| Independent Family Office, LLC | 0.13% | No change | 2,340 | $308K |
| Carnegie Investment Counsel | 0.01% | Add +0.0% | 2,339 | $308K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +4.0% | 2,337 | $308K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 2,333 | $307K |
| Valley National Advisers Inc. | 0.04% | New | 2,320 | $305K |
| Portland Global Advisors LLC | 0.03% | No change | 2,312 | $304K |
| Advisors Management Group Inc. | 0.06% | Reduce -10.5% | 2,312 | $304K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -17.7% | 2,272 | $299K |
| Heritage Family Offices, LLP | 0.14% | Add +0.6% | 2,271 | $299K |
| Enzi Wealth | 0.11% | No change | 2,160 | $298K |
| Guardian Financial Partners, LLC | 0.13% | New | 2,262 | $298K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.2% | 2,259 | $297K |
| Clientfirst Wealth Management, LLC | 0.24% | No change | 2,258 | $297K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.2% | 2,253 | $296K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,245 | $295K |
| Brookstone Capital Management | 0.00% | Reduce -5.1% | 2,235 | $294K |
| Breachway Investments LLC | 0.31% | — | 2,230 | $293K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,218 | $292K |
| United Community Bank | 0.11% | No change | 2,215 | $291K |
| Alpha Financial Advisors, LLC | 0.09% | Reduce -5.2% | 2,214 | $291K |
| Mather Group, Llc. | 0.00% | Add +6.9% | 2,195 | $289K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -3.0% | 2,192 | $288K |
| Blue Trust, Inc. | 0.00% | Add +93.3% | 2,192 | $288K |
| Sound Income Strategies, LLC | 0.01% | Add +2.1% | 2,063 | $286K |
| Bravias Capital Group, LLC | 0.17% | Add +0.2% | 2,165 | $285K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -6.9% | 2,165 | $285K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.04% | New | 2,086 | $285K |
| National Bank of Canada | 0.00% | Add +10.2% | 2,154 | $283K |
| Petra Financial Advisors Inc. | 0.17% | No change | 2,150 | $283K |
| VSM Wealth Advisory, LLC | 0.08% | No change | 2,148 | $283K |
| Vickerman Investment Advisors, Inc. | 0.06% | No change | 2,138 | $281K |
| Blankinship & Foster, LLC | 0.06% | No change | 2,123 | $279K |
| Hilltop National Bank | 0.07% | No change | 2,116 | $278K |
| Lee, Kelleher & Klein Wealth Management | 0.17% | No change | 2,112 | $278K |
| Cosner Financial Group, LLC | 0.14% | Reduce -39.5% | 2,112 | $278K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 2,098 | $276K |
| Caprock Group, LLC | 0.01% | Reduce -84.9% | 2,094 | $276K |
| Accredited Investors Inc. | 0.01% | No change | 2,069 | $272K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,068 | $272K |
| Quadcap Wealth Management, LLC | 0.03% | Add +2.9% | 2,064 | $272K |
| Wick Capital Partners, LLC | 0.05% | No change | 2,061 | $271K |
| Motco | 0.02% | No change | 2,054 | $270K |
| JPL Wealth Management, LLC | 0.07% | No change | 2,053 | $270K |
| Eclectic Associates Inc. | 0.04% | No change | 2,046 | $269K |
| FSA Advisors, Inc. | 0.19% | No change | 2,032 | $267K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -12.0% | 2,024 | $266K |
| Strategic Family Wealth Counselors, L.L.C. | 0.06% | Reduce -0.4% | 1,935 | $264K |
| Aprio Wealth Management, LLC | 0.02% | Add +0.1% | 2,005 | $264K |
| DT Investment Partners, LLC | 0.02% | No change | 2,000 | $263K |
| Lanark Financial, Inc. | 0.02% | Add +6.3% | 2,000 | $263K |
| BBR Partners, LLC | 0.01% | No change | 2,000 | $263K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 1,991 | $262K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 1,984 | $261K |
| Hamilton Capital, LLC | 0.01% | — | 1,981 | $261K |
| Sunesis Advisors, LLC | 0.12% | No change | 1,977 | $260K |
| First County Bank | 0.14% | No change | 1,969 | $259K |
| Chapin Davis, Inc. | 0.06% | No change | 1,949 | $256K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -2.5% | 1,946 | $256K |
| Sapient Capital LLC | 0.00% | No change | 1,910 | $254K |
| Essex Financial Services, Inc. | 0.01% | Reduce -0.5% | 1,923 | $253K |
| Wealth Advisory Team LLC | 0.22% | — | 1,920 | $253K |
| Signaturefd, LLC | 0.00% | No change | 1,912 | $252K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.8% | 1,912 | $252K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +0.5% | 1,908 | $251K |
| VestGen Advisors, LLC | 0.01% | Reduce -3.8% | 1,906 | $251K |
| Bar Harbor Wealth Management | 0.01% | Reduce -0.9% | 1,905 | $251K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -10.4% | 1,902 | $250K |
| Summit Financial Strategies, Inc. | 0.02% | New | 1,892 | $249K |
| CPC Advisors, LLC | 0.03% | Reduce -3.6% | 1,880 | $247K |
| Benjamin Edwards Inc. | 0.00% | Add +0.1% | 1,869 | $246K |
| Aufman Associates Inc | 0.13% | No change | 1,864 | $245K |
| Gallacher Capital Management LLC | 0.09% | No change | 1,860 | $245K |
| Accelerate Investment Advisors LLC | 0.16% | Add +0.2% | 1,859 | $245K |
| International Assets Investment Management, LLC | 0.02% | Reduce -3.8% | 1,856 | $244K |
| Madden Advisory Services, Inc. | 0.10% | Reduce -9.3% | 1,839 | $242K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -12.6% | 1,832 | $241K |
| Retirement Planning Co of New England, Inc. | 0.10% | Reduce -14.2% | 1,815 | $239K |
| MB Generational Wealth, LLC | 0.13% | No change | 1,814 | $239K |
| Advisors Capital Management, LLC | 0.00% | Reduce -23.0% | 1,807 | $238K |
| WBH Advisory Inc. | 0.02% | No change | 1,803 | $237K |
| V2 Financial group LLC | 0.12% | No change | 1,800 | $237K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 1,800 | $237K |
| Nalls Sherbakoff Group, LLC | 0.17% | No change | 1,799 | $237K |
| Bogart Wealth, LLC | 0.01% | Reduce -7.3% | 1,799 | $237K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.1% | 1,791 | $236K |
| Quadrant Capital Group LLC | 0.01% | New | 1,779 | $234K |
| Westwood Holdings Group Inc. | 0.00% | No change | 1,770 | $233K |
| NWF Advisory Services Inc. | 0.03% | No change | 1,766 | $232K |
| Weil Company, Inc. | 0.05% | Reduce -17.4% | 1,759 | $231K |
| NorthRock Partners, LLC | 0.00% | Add +0.1% | 1,751 | $230K |
| MBL Wealth, LLC | 0.02% | No change | 1,750 | $230K |
| HCR Wealth Advisors | 0.02% | No change | 1,740 | $229K |
| Dopkins Wealth Management, LLC | 0.09% | No change | 1,732 | $228K |
| SWP Financial LLC | 0.11% | No change | 1,728 | $227K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -7.0% | 1,650 | $227K |
| Friday Financial | 0.08% | No change | 1,724 | $227K |
| Decker Wealth Management LLC | 0.05% | — | 1,720 | $226K |
| Investmark Advisory Group LLC | 0.10% | Reduce -0.1% | 1,719 | $226K |
| Garde Capital, Inc. | 0.01% | Reduce -1.9% | 1,719 | $226K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,715 | $226K |
| HBK Sorce Advisory LLC | 0.01% | No change | 1,550 | $223K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.9% | 1,691 | $223K |
| First City Capital Management, Inc. | 0.12% | No change | 1,690 | $222K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | No change | 1,688 | $222K |
| Clark Asset Management, LLC | 0.02% | No change | 1,684 | $222K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +13.4% | 1,682 | $221K |
| Christensen, King & Associates Investment Services, Inc. | 0.09% | Reduce -0.5% | 1,676 | $221K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 1,673 | $220K |
| Moneywise, Inc. | 0.09% | Add +0.4% | 1,659 | $218K |
| Buttonwood Financial Advisors Inc. | 0.07% | Reduce -7.1% | 1,659 | $218K |
| Independent Advisor Alliance | 0.01% | No change | 1,652 | $217K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.6% | 1,651 | $217K |
| Elm Partners Management LLC | 0.01% | Add +0.6% | 1,645 | $217K |
| Mma Asset Management LLC | 0.08% | Reduce -0.2% | 1,634 | $215K |
| Baker Avenue Asset Management, LP | 0.00% | No change | 1,629 | $214K |
| HSBC Holdings PLC | 0.00% | New | 1,627 | $214K |
| Holland Advisory Services, Inc. | 0.29% | Add +0.1% | 1,625 | $214K |
| Allen Investment Management, LLC | 0.00% | No change | 1,612 | $212K |
| NewEdge Wealth, LLC | 0.00% | New | 1,602 | $211K |
| Hixon Zuercher, LLC | 0.06% | No change | 1,600 | $211K |
| Harbour Investments, Inc. | 0.00% | Add +0.5% | 1,600 | $211K |
| Revolve Wealth Partners, LLC | 0.02% | Reduce -1.7% | 1,594 | $210K |
| Ellevest, Inc. | 0.03% | Reduce -22.5% | 1,590 | $209K |
| Richmond Investment Services, LLC | 0.04% | Add +0.3% | 1,585 | $208K |
| Gateway Wealth Partners, LLC | 0.02% | Add +0.3% | 1,575 | $207K |
| Align Financial, LLC | 0.12% | — | 203,701 | $204K |
| Private Management Group Inc. | 0.01% | No change | 1,546 | $203K |
| Dynamic Financial Group | 0.17% | New | 1,538 | $202K |
| Clayton Financial Group LLC | 0.10% | Add +96.8% | 1,527 | $201K |
| PFS Partners, LLC | 0.09% | Add +0.8% | 1,527 | $201K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 1,496 | $197K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.6% | 1,438 | $189K |
| Smithfield Trust Co | 0.01% | No change | 1,422 | $187K |
| Horizon Investments, LLC | 0.00% | Reduce -5.9% | 1,421 | $187K |
| CoreCap Advisors, LLC | 0.01% | Reduce -9.4% | 1,403 | $185K |
| Key Financial Inc | 0.03% | Reduce -10.1% | 1,370 | $180K |
| HM Payson & Co. | 0.00% | No change | 1,367 | $180K |
| Laurel Wealth Advisors LLC | 0.02% | New | 1,354 | $178K |
| Meramec Financial Planners, LLC | 0.07% | — | 1,225 | $176K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,338 | $176K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,306 | $172K |
| Silicon Valley Capital Partners | 0.02% | Add +0.6% | 1,304 | $172K |
| Alerus Financial NA | 0.01% | No change | 1,256 | $165K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +142.9% | 1,251 | $165K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,248 | $164K |
| Legacy Bridge, LLC | 0.06% | No change | 1,185 | $156K |
| Assetmark, Inc. | 0.00% | Add +6.9% | 1,184 | $156K |
| LRI Investments, LLC | 0.01% | No change | 1,180 | $155K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 1,171 | $154K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,138 | $150K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -28.2% | 1,135 | $149K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,131 | $149K |
| Towne Trust Company, N.A | 0.04% | No change | 1,062 | $140K |
| Concord Wealth Partners | 0.02% | Add +0.6% | 1,054 | $139K |
| Prosperity Bancshares Inc | 0.12% | — | 1,022 | $134K |
| Mechanics Financial Corp | 0.05% | No change | 1,008 | $133K |
| CENTRAL TRUST Co | 0.00% | Add +16.2% | 934 | $123K |
| Holos Integrated Wealth LLC | 0.07% | No change | 918 | $122K |
| Clearstead Trust, LLC | 0.02% | No change | 920 | $121K |
| Front Row Advisors LLC | 0.04% | No change | 915 | $120K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 895 | $118K |
| S.A. Mason LLC | 0.05% | No change | 880 | $116K |
| Mascoma Wealth Management LLC | 0.02% | No change | 873 | $115K |
| High Note Wealth, LLC | 0.02% | No change | 851 | $112K |
| Kentucky Trust Co | 0.06% | Reduce -15.0% | 850 | $112K |
| City Holding Co. | 0.01% | Add +24.3% | 844 | $111K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 811 | $107K |
| Rice Partnership, LLC | 0.01% | No change | 807 | $106K |
| Walsh & Associates, LLC | 0.10% | — | 803 | $106K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 798 | $105K |
| Smartleaf Asset Management LLC | 0.00% | Add +26.2% | 780 | $104K |
| Rothschild Investment LLC | 0.01% | No change | 780 | $103K |
| Elyxium Wealth, LLC | 0.03% | New | 777 | $102K |
| Albion Financial Group | 0.01% | No change | 775 | $102K |
| Millstone Evans Group, LLC | 0.06% | No change | 753 | $99K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 725 | $95K |
| SIMA Wealth Partners, LLC | 0.07% | No change | 695 | $91K |
| Johnson Financial Group, Inc. | 0.00% | Add +79.7% | 692 | $91K |
| Oxford Financial Group, LTD. LLC | 0.00% | Add +67.2% | 684 | $90K |
| Milestone Investment Advisors LLC | 0.02% | No change | 669 | $88K |
| Western Pacific Wealth Management, LP | 0.09% | No change | 668 | $88K |
| Center for Financial Planning, Inc. | 0.01% | No change | 660 | $87K |
| NBT Bank, N.A. | 0.01% | No change | 655 | $86K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -3.3% | 647 | $85K |
| Colonial Trust Co / SC | 0.01% | No change | 623 | $82K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 600 | $79K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -12.6% | 533 | $70K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 516 | $68K |
| Burkett Financial Services, LLC | 0.02% | Add +0.4% | 509 | $67K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 506 | $67K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 488 | $64K |
| Centennial Bank | 0.02% | No change | 475 | $63K |
| Piscataqua Savings Bank | 0.04% | No change | 474 | $62K |
| Qube Research & Technologies Ltd | 0.00% | New | 472 | $62K |
| Abound Wealth Management | 0.01% | No change | 469 | $62K |
| Planning Project LLC | 0.02% | — | 465 | $61K |
| Breakwater Investment Management | 0.02% | No change | 463 | $61K |
| Tidemark, LLC | 0.02% | No change | 462 | $61K |
| Birchwood Financial Partners, Inc. | 0.06% | — | 458 | $60K |
| Wolff Wiese Magana LLC | 0.03% | Reduce -6.4% | 440 | $58K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 430 | $57K |
| Triumph Capital Management | 0.01% | New | 428 | $56K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 426 | $56K |
| Tsfg, LLC | 0.01% | No change | 424 | $56K |
| Hantz Financial Services, Inc. | 0.00% | Add +90.4% | 417 | $55K |
| Merited Wealth, LLC | 0.05% | — | 412 | $54K |
| Cornerstone Financial Management LLC | 0.05% | — | 410 | $54K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -25.1% | 409 | $54K |
| American National Bank & Trust | 0.01% | No change | 402 | $53K |
| Quent Capital, LLC | 0.00% | No change | 401 | $53K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 386 | $51K |
| Rialto Wealth Management, LLC | 0.01% | No change | 382 | $50K |
| GAMMA Investing LLC | 0.00% | No change | 382 | $50K |
| CX Institutional | 0.00% | Add +0.6% | 365 | $48K |
| Mendota Financial Group, LLC | 0.03% | No change | 360 | $47K |
| IMA Advisory Services, Inc. | 0.00% | No change | 338 | $44K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 337 | $44K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 313 | $41K |
| Creative Financial Designs Inc. | 0.00% | No change | 313 | $41K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 304 | $40K |
| 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 | $38K |
| Financial Freedom, LLC | 0.02% | No change | 288 | $38K |
| WealthCollab, LLC | 0.02% | No change | 284 | $37K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -0.8% | 256 | $36K |
| Sterling Capital Management LLC | 0.00% | Reduce -12.4% | 268 | $35K |
| Capital Investment Counsel, Inc | 0.00% | New | 266 | $35K |
| Financial Perspectives, Inc | 0.01% | No change | 262 | $34K |
| Signature Equity Partners, LLC | 0.02% | — | 246 | $32K |
| BankPlus Trust Department | 0.01% | No change | 246 | $32K |
| Palouse Capital Management, Inc. | 0.02% | No change | 244 | $32K |
| Pursuit Wealth Strategies, LLC | 0.04% | — | 243 | $32K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 237 | $31K |
| Bullock Wealth Management Group | 0.02% | — | 235 | $31K |
| Deutsche Bank AG | 0.00% | New | 222 | $29K |
| Toth Financial Advisory Corp. | 0.00% | New | 221 | $29K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.5% | 219 | $29K |
| Caitlin John, LLC | 0.02% | No change | 217 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 220 | $29K |
| Sankala Group LLC | 0.02% | — | 200 | $28K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 211 | $28K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | — | 206 | $27K |
| Orion Capital Management LLC | 0.01% | No change | 200 | $26K |
| Merrithew & Thorsten Inc | 0.03% | — | 202 | $26K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -30.9% | 192 | $25K |
| North Star Investment Management Corp. | 0.00% | No change | 187 | $25K |
| Dunhill Financial, LLC | 0.01% | Add +0.5% | 187 | $25K |
| Union Savings Bank | 0.01% | — | 176 | $23K |
| Howe & Rusling Inc. | 0.00% | Add +3.7% | 170 | $22K |
| Anchor Investment Management, LLC | 0.00% | No change | 165 | $22K |
| Wealth Watch Advisors, INC | 0.01% | Add +370.6% | 160 | $21K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 155 | $20K |
| Sittner & Nelson, LLC | 0.01% | No change | 139 | $20K |
| Piedmont Capital Management, LLC | 0.01% | — | 152 | $20K |
| Imprint Wealth LLC | 0.08% | No change | 138 | $18K |
| Darwin Wealth Management, LLC | 0.01% | No change | 138 | $18K |
| Team Financial Group, LLC | 0.01% | Add +0.7% | 136 | $18K |
| SHP Wealth Management | 0.00% | — | 134 | $18K |
| Grove Bank & Trust | 0.00% | Reduce -86.8% | 126 | $17K |
| Pacifica Partners Inc. | 0.01% | No change | 115 | $15K |
| Fortitude Family Office, LLC | 0.00% | New | 112 | $15K |
| Monetary Solutions, Ltd | 0.01% | — | 105 | $14K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 102 | $13K |
| Steph & Co. | 0.00% | Reduce -16.7% | 100 | $13K |
| Beacon Financial Strategies CORP | 0.01% | New | 98 | $13K |
| Archer Investment Corp | 0.00% | Reduce -18.5% | 97 | $13K |
| Strive Financial Group ,LLC | 0.01% | — | 97 | $13K |
| Zions Bancorporation, National Association | 0.00% | No change | 92 | $12K |
| Anfield Capital Management, LLC | 0.00% | No change | 88 | $12K |
| Tompkins Financial Corp. | 0.00% | No change | 88 | $12K |
| CoreFirst Bank & Trust | 0.01% | No change | 84 | $11K |
| Noble Wealth Management PBC | 0.01% | No change | 79 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 78 | $10K |
| Balentine LLC | 0.00% | No change | 73 | $10K |
| Atomic Invest LLC | 0.01% | — | 72 | $10K |
| Sawyer & Company, Inc | 0.00% | No change | 71 | $9K |
| CNB Bank | 0.00% | No change | 61 | $8K |
| Resources Management Corp. /CT/ | 0.00% | No change | 50 | $7K |
| Bank of New Hampshire | 0.00% | Add +10.4% | 53 | $7K |
| Evolution Wealth Management Inc. | 0.01% | No change | 47 | $6K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 46 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 42 | $6K |
| TOWER TRUST & INVESTMENT Co | 0.00% | Reduce -46.7% | 40 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 40 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 37 | $5K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 32 | $4K |
| Midwest Capital Advisors, LLC | 0.00% | No change | 30 | $4K |
| Rossby Financial, LCC | 0.00% | Reduce -32.4% | 23 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 17 | $2K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 12 | $2K |
| Van Den Berg Management I, Inc. | 0.00% | New | 12 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 11 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -99.5% | 3 | $395 |
| Ransom Advisory, Ltd | 0.00% | New | 3 | $395 |
| Kings Path Partners LLC | 0.00% | No change | 2 | $290 |
"% 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.