iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q1 2026 (March 31)850holders +9
55new positions
44sold out
3famous investors
$132.38avg. 13F price*
At the end of Q1 2026, 850 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, up 9 from Q4 2025. 55 opened new positions and 44 sold out. The largest holders were FMR LLC ($542.6M), Morgan Stanley ($535.4M) and Wells Fargo & Company ($455.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares S&P Mid-Cap 400 Valu
- CUSIP
- 464287705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $34.6M |
| Exits | 44 | $37.8M |
All 13F filers, Q4 2025 → Q1 2026: 2,073,947 shares bought and 1,550,055 shares sold, net +523,892 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 850 holders
| FMR LLC | 0.03% | Add +7.5% | 4,094,852 | $542.6M |
| Morgan Stanley | 0.03% | Add +1.0% | 4,040,744 | $535.4M |
| Wells Fargo & Company | 0.09% | Reduce -2.5% | 3,437,727 | $455.5M |
| Bank of America Corp. | 0.02% | Add +1.3% | 2,402,568 | $318.3M |
| UBS Group AG | 0.05% | Add +4.6% | 2,237,341 | $296.4M |
| Envestnet Asset Management Inc. | 0.08% | Add +17.9% | 2,194,627 | $290.8M |
| PNC Financial Services Group, Inc. | 0.10% | Add +0.7% | 1,350,338 | $178.9M |
| D.A. Davidson & Co. | 0.88% | Add +3.6% | 1,091,192 | $144.6M |
| Raymond James Financial Inc. | 0.04% | Add +15.9% | 922,764 | $122.3M |
| Cullen/Frost Bankers, Inc. | 1.24% | Reduce -0.7% | 825,346 | $109.4M |
| LPL Financial LLC | 0.03% | Reduce -3.3% | 772,213 | $102.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.0% | 672,228 | $89.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +0.9% | 639,260 | $84.7M |
| Financial Engines Advisors L.L.C. | 0.17% | Reduce -5.6% | 625,330 | $82.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -14.9% | 599,744 | $79.6M |
| Royal Bank of Canada | 0.01% | Add +3.8% | 558,496 | $74.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 438,176 | $56.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.8% | 407,817 | $54.0M |
| Jones Financial Companies LLLP | 0.03% | Add +42.9% | 412,787 | $53.6M |
| HighTower Advisors, LLC | 0.05% | Reduce -10.2% | 380,229 | $50.4M |
| Baird Financial Group, Inc. | 0.07% | Reduce -0.8% | 341,363 | $45.2M |
| Evensky & Katz LLC | 2.53% | Reduce -3.1% | 335,183 | $44.4M |
| MAI Capital Management | 0.24% | Reduce -1.4% | 325,115 | $43.1M |
| Midland Wealth Advisors, LLC | 1.96% | Reduce -6.8% | 286,673 | $38.0M |
| Wilmington Savings Fund Society, FSB | 0.90% | Reduce -4.3% | 283,540 | $37.6M |
| Bokf, NA | 0.55% | Add +0.2% | 268,987 | $35.6M |
| Cerity Partners LLC | 0.05% | Add +15.7% | 266,001 | $35.2M |
| World Investment Advisors | 0.57% | Add +3.8% | 265,442 | $35.2M |
| Rehmann Capital Advisory Group | 1.74% | Add +6.1% | 252,258 | $33.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -6.0% | 236,258 | $31.3M |
| Willis Johnson & Associates, Inc. | 1.81% | Reduce -4.4% | 234,440 | $31.1M |
| Courier Capital LLC | 1.66% | Reduce -8.1% | 224,220 | $29.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.7% | 224,193 | $29.7M |
| Truist Financial Corp. | 0.04% | Reduce -1.1% | 220,982 | $29.3M |
| Creative Planning | 0.02% | Reduce -8.6% | 200,444 | $26.6M |
| Keybank National Association | 0.09% | Reduce -1.3% | 179,242 | $23.7M |
| Lido Advisors, LLC | 0.09% | Add +7.4% | 176,595 | $23.4M |
| Mariner, LLC | 0.03% | Add +1.3% | 174,235 | $23.1M |
| Bank of Montreal | 0.01% | Reduce -6.1% | 164,616 | $21.8M |
| AlphaCore Capital LLC | 0.51% | Reduce -1.7% | 162,564 | $21.5M |
| Fifth Third Bancorp | 0.04% | Add +116.2% | 155,807 | $20.6M |
| Sterling Financial Planning, Inc. | 6.05% | Add +0.6% | 153,885 | $20.4M |
| BNP Paribas Financial Markets | 0.01% | Add +198.2% | 150,000 | $19.9M |
| Vestmark Advisory Solutions, Inc. | 0.21% | Add +1.4% | 145,448 | $19.3M |
| Wealthspire Advisors, LLC | 0.14% | Reduce -0.9% | 138,738 | $18.4M |
| Focus Partners Wealth | 0.02% | Add +0.7% | 131,515 | $17.4M |
| Lutz Financial Services LLC | 1.06% | Reduce -1.0% | 118,830 | $15.7M |
| Capital Advisors, Ltd. LLC | 1.67% | Reduce -1.7% | 110,627 | $14.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.6% | 108,414 | $14.4M |
| Texas Yale Capital Corp. | 0.41% | Reduce -3.3% | 108,369 | $14.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +145.9% | 106,470 | $14.1M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +0.1% | 104,492 | $13.8M |
| Cetera Investment Advisers | 0.01% | Add +8.6% | 103,300 | $13.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +5.3% | 102,835 | $13.6M |
| Corient Private Wealth LP | 0.02% | Reduce -6.2% | 102,818 | $13.6M |
| GHP Investment Advisors, Inc. | 0.56% | Reduce -1.0% | 102,445 | $13.6M |
| Moneta Group Investment Advisors LLC | 0.10% | Reduce -2.3% | 102,200 | $13.5M |
| HSBC Holdings PLC | 0.01% | Add +6088.8% | 100,692 | $13.3M |
| Cassaday & Co Wealth Management LLC | 0.27% | Reduce -1.5% | 97,149 | $12.9M |
| Salomon & Ludwin, LLC | 1.15% | Reduce -4.4% | 96,489 | $12.9M |
| 1834 Investment Advisors Co. | 1.57% | Reduce -4.5% | 94,959 | $12.6M |
| First Merchants Corp. | 0.47% | Reduce -2.2% | 93,337 | $12.4M |
| Omega Financial Group, LLC | 3.98% | Add +2.4% | 91,176 | $12.1M |
| Natixis Advisors, LLC | 0.02% | Reduce -10.9% | 90,484 | $12.0M |
| Asset Management Group, Inc. | 1.92% | Reduce -0.2% | 89,492 | $11.9M |
| Stifel Financial Corp. | 0.01% | Reduce -6.6% | 88,520 | $11.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -10.3% | 85,484 | $11.3M |
| Ellis Investment Partners, LLC | 1.96% | Reduce -1.8% | 85,123 | $11.3M |
| MML Investors Services, LLC | 0.03% | Reduce -9.1% | 84,311 | $11.2M |
| Dakota Wealth Management | 0.24% | Add +4.0% | 83,967 | $11.1M |
| PW Nova Financial Services LLC | 2.99% | Add +1.2% | 82,843 | $11.0M |
| Balance Wealth Partners LLC | 3.36% | Reduce -34.6% | 81,687 | $10.8M |
| Nations Financial Group Inc, /Ia/ | 0.55% | Reduce -1.6% | 80,683 | $10.7M |
| Mesirow Financial Investment Management, Inc. | 0.17% | Add +20.2% | 79,980 | $10.6M |
| Regions Financial Corp. | 0.07% | Add +1.3% | 78,370 | $10.4M |
| Blue Edge Capital, LLC | 1.35% | Add +2.6% | 76,475 | $10.1M |
| Mill Creek Capital Advisors, LLC | 0.20% | No change | 72,186 | $9.6M |
| US Bancorp \de | 0.01% | Reduce -2.0% | 67,512 | $9.0M |
| Captrust Financial Advisors | 0.01% | Add +0.9% | 62,899 | $8.3M |
| LMG Wealth Partners, LLC | 1.52% | Add +0.5% | 62,779 | $8.3M |
| OFS Enterprise LLC | 2.39% | — | 61,348 | $8.1M |
| InvesTrust | 3.32% | No change | 59,633 | $7.9M |
| Flaharty Asset Management, LLC | 0.98% | Reduce -1.8% | 59,328 | $7.9M |
| Causey Wealth LLC | 3.32% | Reduce -10.8% | 58,993 | $7.8M |
| DDFG, Inc | 1.67% | Add +2.3% | 58,500 | $7.8M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +2.9% | 56,983 | $7.6M |
| Mfa Wealth Advisors, LLC | 1.48% | Add +14.6% | 56,771 | $7.5M |
| Summit Financial, LLC | 0.10% | Add +7.0% | 56,725 | $7.5M |
| Arkadios Wealth Advisors | 0.12% | Add +1.0% | 56,397 | $7.5M |
| Bryn Mawr Trust Advisors, LLC | 0.36% | Add +42.4% | 55,402 | $7.3M |
| IFP Advisors, Inc | 0.15% | Add +0.1% | 54,282 | $7.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +9.0% | 54,184 | $7.2M |
| Foundation Wealth Management, LLC | 4.78% | Add +11.9% | 53,429 | $7.1M |
| MidFirst Bank | 0.58% | Reduce -3.3% | 53,196 | $7.0M |
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 52,288 | $6.9M |
| Asset Dedication, LLC | 0.47% | Reduce -1.9% | 50,770 | $6.7M |
| First Citizens Financial Corp | 3.16% | Reduce -1.1% | 50,443 | $6.7M |
| Becker Capital Management Inc. | 0.19% | No change | 48,804 | $6.5M |
| Greenleaf Trust | 0.06% | Reduce -4.5% | 48,633 | $6.4M |
| M&T Bank Corp | 0.02% | Reduce -1.7% | 48,490 | $6.4M |
| Ullmann Wealth Partners Group, LLC | 0.66% | Reduce -7.7% | 48,272 | $6.4M |
| Parr McKnight Wealth Management Group, LLC | 0.83% | New | 48,051 | $6.4M |
| Hudson Capital Management LLC | 1.68% | Add +6.5% | 47,676 | $6.3M |
| D.B. Root & Company, LLC | 1.50% | Add +4.4% | 47,262 | $6.3M |
| JFS Wealth Advisors, LLC | 0.35% | Reduce -3.4% | 46,544 | $6.2M |
| Prospera Financial Services Inc | 0.10% | Add +589.9% | 46,351 | $6.1M |
| Broadview Financial Management, LLC | 4.02% | Reduce -0.1% | 44,403 | $5.9M |
| Pittenger & Anderson Inc. | 0.23% | Reduce -0.6% | 44,390 | $5.9M |
| Associated Banc-Corp | 0.15% | Reduce -2.7% | 42,996 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +51.2% | 42,741 | $5.7M |
| Novem Group | 0.64% | Add +3.8% | 41,905 | $5.6M |
| BKM Wealth Management, LLC | 2.02% | Reduce -0.6% | 41,745 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.9% | 41,616 | $5.5M |
| Waverly Advisors, LLC | 0.04% | Add +2.3% | 40,633 | $5.4M |
| Ironwood Financial, llc | 0.93% | Reduce -1.7% | 40,223 | $5.3M |
| Cordatus Wealth Management LLC | 1.26% | New | 39,882 | $5.3M |
| Idaho Trust Co | 1.71% | Add +27.4% | 39,733 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -36.6% | 66,274 | $5.2M |
| Ifrah Financial Services, Inc. | 1.38% | Reduce -0.3% | 39,279 | $5.2M |
| ETF Portfolio Partners, Inc. | 1.35% | Reduce -3.5% | 38,830 | $5.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -40.9% | 38,724 | $5.1M |
| Betterment LLC | 0.01% | Reduce -8.1% | 37,941 | $5.0M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -0.5% | 35,823 | $4.7M |
| Level Four Advisory Services, LLC | 0.15% | Add +1.9% | 35,307 | $4.7M |
| Csenge Advisory Group | 0.21% | Reduce -7.1% | 35,288 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.5% | 35,244 | $4.7M |
| CFS Investment Advisory Services, LLC | 0.32% | Reduce -1.4% | 32,925 | $4.7M |
| Smith Chas P & Associates Pa Cpas | 0.25% | Reduce -0.6% | 34,435 | $4.6M |
| JNBA Financial Advisors | 0.38% | Reduce -3.5% | 34,147 | $4.5M |
| Net Worth Advisory Group | 0.94% | Add +0.4% | 34,145 | $4.5M |
| King Wealth Management Group | 0.55% | Reduce -1.2% | 33,426 | $4.4M |
| Trail Ridge Investment Advisors, LLC | 1.86% | Reduce -0.8% | 32,365 | $4.3M |
| Brightwater Advisory LLC | 2.83% | Reduce -2.2% | 32,261 | $4.3M |
| Centerpoint Advisors, LLC | 1.39% | Reduce -0.2% | 32,210 | $4.3M |
| Fifth Third Wealth Advisors LLC | 0.14% | Reduce -2.7% | 32,162 | $4.3M |
| Sequoia Financial Advisors, LLC | 0.02% | No change | 31,680 | $4.2M |
| Astra Wealth Partners LLC | 2.64% | Add +4.9% | 31,544 | $4.2M |
| Goelzer Investment Management, Inc. | 0.20% | Add +0.3% | 31,122 | $4.1M |
| Soltis Investment Advisors LLC | 0.26% | Add +5.9% | 30,467 | $4.0M |
| Modera Wealth Management, LLC | 0.05% | No change | 29,946 | $4.0M |
| Midwest Trust Co | 0.05% | Add +0.8% | 29,895 | $4.0M |
| HB Wealth Management, LLC | 0.03% | Add +3.0% | 29,680 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -7.4% | 29,381 | $3.9M |
| Citadel Advisors | 0.00% | New | 29,018 | $3.8M |
| Pathstone Holdings, LLC | 0.02% | Reduce -30.7% | 28,776 | $3.8M |
| River Wealth Advisors LLC | 0.44% | Reduce -1.2% | 28,704 | $3.8M |
| Cranbrook Wealth Management, LLC | 0.77% | Reduce -4.3% | 28,662 | $3.8M |
| LTG Capital LLC | 2.85% | Reduce -1.5% | 28,112 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.3% | 27,954 | $3.7M |
| Whitaker-Myers Wealth Managers, LTD. | 0.73% | Add +16.8% | 27,667 | $3.7M |
| Glass Jacobson Investment Advisors llc | 1.26% | Reduce -0.4% | 27,604 | $3.7M |
| Cibc World Market Inc. | 0.01% | Reduce -31.1% | 27,600 | $3.7M |
| Hancock Whitney Corp. | 0.06% | Add +503.9% | 25,628 | $3.6M |
| Teachers Insurance & Annuity Association of America | 4.57% | Add +34.3% | 27,492 | $3.6M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Reduce -1.1% | 27,171 | $3.6M |
| NorthCrest Asset Manangement, LLC | 0.11% | Reduce -10.3% | 27,193 | $3.6M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -1.2% | 27,300 | $3.6M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Reduce -0.4% | 27,253 | $3.6M |
| Anb Bank | 1.40% | Add +0.3% | 26,034 | $3.4M |
| Neumann Capital Management, LLC | 1.01% | Reduce -3.5% | 25,973 | $3.4M |
| Heritage Wealth Advisors | 0.13% | Reduce -24.1% | 28,654 | $3.4M |
| Campion Asset Management | 2.25% | Reduce -0.9% | 25,042 | $3.3M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.8% | 24,030 | $3.2M |
| Prosperity Planning, Inc. | 1.13% | Reduce -0.8% | 23,655 | $3.1M |
| Members Trust Co | 0.10% | Reduce -2.3% | 23,523 | $3.1M |
| First Hawaiian Bank | 0.43% | Reduce -1.9% | 23,229 | $3.1M |
| &partners | 0.02% | Add +32.8% | 23,025 | $3.1M |
| Jmac Enterprises LLC | 0.57% | No change | 22,352 | $3.0M |
| Nikulski Financial, Inc. | 0.71% | Reduce -5.7% | 21,775 | $2.9M |
| Bluespring Wealth Management, LLC | 0.25% | Reduce -1.4% | 21,763 | $2.9M |
| Heritage Wealth Management, Inc. | 1.58% | Add +8.5% | 21,390 | $2.8M |
| Columbia Bank | 0.81% | Add +7.8% | 21,360 | $2.8M |
| Commerce Bank | 0.01% | Add +2.3% | 21,212 | $2.8M |
| Cooke Wealth Management, LLC | 2.48% | Add +1.1% | 21,159 | $2.8M |
| Rwa Wealth Partners, LLC | 0.03% | Add +0.1% | 20,401 | $2.7M |
| UMB Bank, n.a. | 0.04% | Reduce -4.5% | 20,367 | $2.7M |
| Guidance Point Advisors, LLC | 0.65% | Add +0.3% | 20,231 | $2.7M |
| Bragg Financial Advisors, Inc | 0.08% | Add +0.2% | 19,931 | $2.6M |
| Oppenheimer & Co. Inc. | 0.03% | Add +0.7% | 19,605 | $2.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | New | 19,500 | $2.6M |
| Advisory Services Network, LLC | 0.03% | Add +0.9% | 19,414 | $2.6M |
| Heck Capital Advisors, LLC | 0.19% | Reduce -11.6% | 19,354 | $2.6M |
| Stokes Family Office, LLC | 0.26% | Reduce -1.1% | 19,218 | $2.5M |
| Allegheny Financial Group | 0.34% | Add +0.1% | 19,173 | $2.5M |
| Axis Wealth Partners, LLC | 1.34% | Reduce -1.9% | 19,036 | $2.5M |
| Tiemann Investment Advisors, LLC | 0.99% | Add +0.3% | 18,991 | $2.5M |
| Factorial Partners, LLC | 1.82% | No change | 18,900 | $2.5M |
| Sierra Capital LLC | 0.27% | Reduce -42.8% | 18,718 | $2.5M |
| Wealth Advisory Solutions, LLC | 0.55% | Add +3.2% | 18,675 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +1.3% | 18,426 | $2.4M |
| Cozad Asset Management Inc. | 0.19% | Reduce -8.2% | 18,348 | $2.4M |
| One Capital Management, LLC | 0.07% | Reduce -6.1% | 18,082 | $2.4M |
| Quantinno Capital Management LP | 0.00% | Add +35.9% | 18,072 | $2.4M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.9% | 17,978 | $2.4M |
| Independent Advisor Alliance | 0.03% | Add +982.2% | 17,878 | $2.4M |
| Flow Traders U.S. LLC | 0.07% | New | 17,561 | $2.3M |
| Oxler Private Wealth LLC | 0.73% | Reduce -2.6% | 17,561 | $2.3M |
| TD Private Client Wealth LLC | 0.05% | Reduce -0.5% | 17,339 | $2.3M |
| Dumont & Blake Investment Advisors LLC | 0.57% | Reduce -3.2% | 17,295 | $2.3M |
| Operose Advisors LLC | 0.53% | Reduce -2.6% | 17,288 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -3.7% | 17,224 | $2.3M |
| Old National Bancorp | 0.04% | Reduce -0.1% | 17,199 | $2.3M |
| Almanack Investment Partners, LLC. | 0.38% | No change | 17,145 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -1.7% | 16,859 | $2.2M |
| Stordahl Capital Management, Inc. | 0.46% | Reduce -3.9% | 16,749 | $2.2M |
| Opes Wealth Management LLC | 0.38% | Reduce -1.4% | 16,727 | $2.2M |
| Avior Wealth Management, LLC | 0.06% | Add +0.8% | 16,584 | $2.2M |
| Breakwater Capital Group | 0.29% | Add +0.7% | 16,513 | $2.2M |
| Gerald Baker Financial Group LLC | 0.69% | — | 16,428 | $2.2M |
| Sonata Capital Group Inc. | 0.79% | No change | 16,200 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +4.5% | 16,086 | $2.1M |
| Sageworth Trust Co | 0.09% | No change | 16,072 | $2.1M |
| Founders Grove Wealth Partners, LLC | 0.48% | Reduce -1.2% | 16,035 | $2.1M |
| AQR Capital Management | 0.00% | Add +18.4% | 15,997 | $2.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +23.4% | 15,879 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.8% | 15,895 | $2.1M |
| Hazlett, Burt & Watson, Inc. | 0.65% | Add +23.3% | 15,785 | $2.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -4.6% | 15,799 | $2.1M |
| Smith Shellnut Wilson LLC | 0.91% | Reduce -0.6% | 15,638 | $2.1M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -3.0% | 15,630 | $2.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.3% | 15,288 | $2.0M |
| Sowell Financial Services LLC | 0.07% | Reduce -0.4% | 15,270 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +9.6% | 15,067 | $2.0M |
| Private Advisory Group LLC | 0.14% | New | 14,910 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -3.4% | 14,492 | $1.9M |
| Vance Wealth, LLC | 0.55% | Reduce -13.8% | 14,431 | $1.9M |
| Wealth Care LLC | 1.68% | — | 14,264 | $1.9M |
| Pinnacle Bancorp, Inc. | 0.55% | No change | 14,124 | $1.9M |
| Cornerstone Advisory, LLC | 0.18% | No change | 14,000 | $1.9M |
| C2C Wealth Management, LLC | 1.57% | Add +0.2% | 13,974 | $1.9M |
| Caldwell Trust Co | 0.16% | Reduce -1.1% | 13,889 | $1.8M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -0.2% | 13,824 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Add +2.1% | 13,757 | $1.8M |
| Quadrant Private Wealth Management, LLC | 0.28% | Reduce -23.9% | 13,714 | $1.8M |
| Rodgers & Associates, LTD | 0.18% | Reduce -1.4% | 13,672 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Add +5.4% | 12,766 | $1.8M |
| American Trust | 0.16% | Reduce -1.1% | 13,272 | $1.8M |
| Accurate Wealth Management, LLC | 0.21% | Add +7.5% | 12,736 | $1.8M |
| Thompson Investment Management, Inc. | 0.23% | Add +6.1% | 13,178 | $1.7M |
| Corundum Trust Company, INC | 3.98% | No change | 13,166 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -6.4% | 13,123 | $1.7M |
| CIBC Bancorp USA Inc. | 0.00% | — | 13,024 | $1.7M |
| GC Wealth Management RIA, LLC | 0.07% | No change | 12,998 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +284.6% | 12,935 | $1.7M |
| Novak & Powell Financial Services, Inc. | 0.92% | Reduce -1.8% | 12,881 | $1.7M |
| Shakespeare Wealth Management, LLC | 0.40% | Reduce -0.4% | 12,772 | $1.7M |
| Harbor Investment Advisory, LLC | 0.13% | No change | 12,658 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -33.8% | 12,624 | $1.7M |
| Rik Saylor Financial, Inc. | 1.26% | Reduce -1.8% | 12,564 | $1.7M |
| Whittier Trust Co. | 0.02% | No change | 12,276 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.6% | 12,325 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +0.5% | 12,239 | $1.6M |
| Ritter Daniher Financial Advisory LLC / DE | 0.27% | Reduce -9.8% | 12,200 | $1.6M |
| Hudson Oak Wealth Advisory LLC | 1.39% | No change | 12,098 | $1.6M |
| Bangor Savings Bank | 0.13% | No change | 12,083 | $1.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.74% | New | 12,009 | $1.6M |
| Blair William & Co. | 0.00% | Reduce -13.9% | 11,960 | $1.6M |
| SOA Wealth Advisors, LLC. | 0.30% | Reduce -0.2% | 11,865 | $1.6M |
| Crescent Grove Advisors, LLC | 0.15% | No change | 11,806 | $1.6M |
| Berman McAleer LLC | 0.21% | Reduce -7.5% | 11,769 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +0.4% | 11,765 | $1.6M |
| Stenger Family Office, LLC | 0.28% | No change | 11,760 | $1.6M |
| Bessemer Group Inc. | 0.00% | Reduce -11.1% | 11,738 | $1.6M |
| Farmers & Merchants Investments Inc. | 0.04% | No change | 11,638 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.40% | Reduce -0.5% | 11,245 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +2.5% | 11,046 | $1.5M |
| Vicus Capital | 0.11% | Reduce -9.4% | 11,022 | $1.5M |
| Presilium Private Wealth, LLC | 0.25% | Add +2.8% | 10,703 | $1.4M |
| Keenan, LLC | 1.19% | Reduce -41.7% | 10,705 | $1.4M |
| Vise Technologies, Inc. | 0.03% | No change | 10,748 | $1.4M |
| Keel Point, LLC | 0.09% | Reduce -0.2% | 10,638 | $1.4M |
| Aft, Forsyth & Company, Inc. | 0.65% | Reduce -2.8% | 10,375 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +33.0% | 10,085 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | Reduce -14.0% | 10,082 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +13.5% | 10,044 | $1.3M |
| Fulton Bank, N.A. | 0.04% | Add +0.7% | 9,541 | $1.3M |
| Alliance Private Wealth, LLC | 0.45% | Add +1.8% | 9,395 | $1.2M |
| Nwam LLC | 0.07% | Reduce -2.8% | 9,391 | $1.2M |
| Genesis Private Wealth, LLC | 0.39% | No change | 9,337 | $1.2M |
| AMG National Trust Bank | 0.03% | Add +5.5% | 9,325 | $1.2M |
| HighMark Wealth Management LLC | 0.50% | Add +0.1% | 9,274 | $1.2M |
| Pacific Financial Group Inc. | 0.65% | Reduce -17.0% | 9,157 | $1.2M |
| Anderson Hoagland & Co. | 0.10% | No change | 8,966 | $1.2M |
| Simon Quick Advisors, LLC | 0.05% | Add +0.0% | 8,925 | $1.2M |
| Financial Partners Group, Inc | 0.14% | Reduce -1.1% | 8,849 | $1.2M |
| Cardiff Park Advisors, LLC | 0.09% | No change | 8,845 | $1.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 8,750 | $1.2M |
| Citigroup Inc. | 0.00% | Add +14.4% | 8,710 | $1.2M |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.3% | 8,517 | $1.1M |
| WealthShield Partners, LLC | 0.12% | No change | 8,425 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.4% | 8,391 | $1.1M |
| TAGStone Capital, Inc. | 0.39% | Add +0.3% | 8,384 | $1.1M |
| Essex LLC | 0.20% | Reduce -1.7% | 8,343 | $1.1M |
| Compass Financial Group, Inc. (Ohio) | 0.81% | Reduce -3.6% | 8,306 | $1.1M |
| Capital Analysts, LLC | 0.03% | Reduce -1.9% | 8,236 | $1.1M |
| Wesbanco Bank Inc. | 0.03% | Add +4.6% | 8,249 | $1.1M |
| Aspire Growth Partners LLC | 0.74% | Add +2.1% | 8,094 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | Add +3.1% | 8,058 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +26.6% | 7,993 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | Add +0.2% | 7,957 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.11% | Reduce -0.1% | 7,834 | $1.1M |
| Alpine Bank Wealth Management | 0.15% | Reduce -4.8% | 7,910 | $1.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | Reduce -20.7% | 7,809 | $1.0M |
| Wellspring Financial Advisors, LLC | 0.08% | Add +9.7% | 7,785 | $1.0M |
| JMG Financial Group, Ltd. | 0.03% | No change | 7,771 | $1.0M |
| Finley Financial, LLC | 0.48% | No change | 7,760 | $1.0M |
| Davidson Trust Co. | 0.44% | Add +9.7% | 7,731 | $1.0M |
| Houlihan Financial Resource Group, Ltd. | 0.40% | No change | 7,727 | $1.0M |
| KLCM Advisors, Inc. | 0.09% | No change | 7,698 | $1.0M |
| Ramiah Investment Group | 0.89% | Reduce -68.4% | 7,645 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Add +22.2% | 7,633 | $1.0M |
| Compound Planning, Inc. | 0.03% | No change | 7,619 | $1.0M |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -16.7% | 7,247 | $960K |
| Innovative Wealth Building LLC | 0.67% | Reduce -6.5% | 7,237 | $959K |
| Atlantic Edge Private Wealth Management, LLC | 0.23% | Reduce -0.4% | 7,155 | $948K |
| GLR Partners, LLC | 0.51% | — | 7,000 | $928K |
| Mystic Asset Management, Inc. | 0.21% | No change | 7,000 | $928K |
| SCS Capital Management LLC | 0.01% | Add +1.7% | 6,949 | $921K |
| Brighton Jones LLC | 0.02% | New | 6,943 | $920K |
| Narwhal Capital Management | 0.07% | No change | 6,923 | $917K |
| Savant Capital, LLC | 0.00% | Reduce -5.3% | 6,742 | $893K |
| Jane Street Group, LLC | 0.00% | New | 6,696 | $887K |
| Meridian Investment Counsel Inc. | 0.21% | No change | 6,648 | $881K |
| Venture Visionary Partners LLC | 0.03% | Add +0.1% | 6,584 | $873K |
| MainStreet Investment Advisors LLC | 0.13% | Reduce -0.1% | 6,570 | $871K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -0.1% | 6,570 | $871K |
| Harbour Capital Advisors, LLC | 0.16% | No change | 6,080 | $858K |
| Matthew Goff Investment Advisor, LLC | 0.14% | No change | 6,436 | $853K |
| Private Wealth Asset Management, LLC | 0.09% | Reduce -13.5% | 6,398 | $848K |
| Beirne Wealth Consulting Services, LLC | 0.24% | No change | 6,386 | $846K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 6,350 | $841K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.1% | 6,328 | $838K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -30.3% | 6,312 | $836K |
| Meridian Financial Advisors, LLC | 0.46% | Reduce -2.9% | 6,302 | $835K |
| StoneCrest Wealth Management, Inc. | 0.35% | Reduce -2.3% | 6,244 | $827K |
| Griffin Asset Management, Inc. | 0.09% | Reduce -1.1% | 6,185 | $820K |
| Huntington National Bank | 0.01% | New | 6,122 | $811K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +14.7% | 6,105 | $809K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.3% | 6,099 | $808K |
| Krilogy Financial LLC | 0.03% | Add +0.0% | 5,745 | $798K |
| QRG Capital Management, Inc. | 0.01% | Reduce -10.4% | 6,020 | $798K |
| Evoke Wealth, LLC | 0.01% | Reduce -1.3% | 6,013 | $797K |
| RFG Advisory, LLC | 0.01% | Reduce -1.9% | 5,952 | $789K |
| Brand Asset Management Group, Inc. | 0.20% | New | 5,843 | $774K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.13% | Reduce -4.6% | 5,830 | $772K |
| Independence Bank of Kentucky | 0.10% | No change | 5,828 | $772K |
| Bay Capital Advisors, LLC | 0.47% | No change | 5,797 | $768K |
| Greenup Street Wealth Management LLC | 0.11% | Reduce -8.1% | 5,727 | $759K |
| GW Henssler & Associates Ltd. | 0.04% | Reduce -96.9% | 5,676 | $752K |
| Vanguard National Trust Co | 0.05% | — | 5,656 | $749K |
| Connecticut Wealth Management, LLC | 0.03% | No change | 5,572 | $738K |
| Cambridge Financial Group, LLC | 0.25% | Reduce -17.3% | 5,570 | $738K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.0% | 5,566 | $737K |
| Private Trust Co. NA | 0.07% | Reduce -1.1% | 5,508 | $730K |
| Mission Wealth Management, LP | 0.02% | Reduce -16.2% | 5,501 | $729K |
| Independent Financial Group, LLC | 0.02% | Add +4.4% | 5,428 | $719K |
| Turning Point Benefit Group, Inc. | 0.46% | Reduce -61.5% | 5,346 | $717K |
| First Citizens Asset Management, Inc. | 0.25% | Reduce -0.3% | 5,343 | $708K |
| Arax Advisory Partners | 0.02% | Reduce -1.2% | 5,339 | $707K |
| Moneco Advisors, LLC | 0.05% | Reduce -0.7% | 5,215 | $691K |
| Saxon Interests, Inc. | 0.24% | No change | 5,174 | $685K |
| Pinnacle Family Advisors, LLC | 0.32% | Reduce -1.1% | 5,147 | $682K |
| Lodestar Private Asset Management LLC | 0.07% | Add +0.1% | 5,133 | $680K |
| Cambridge Advisors Inc. | 0.13% | No change | 5,127 | $679K |
| apricus wealth, LLC | 0.33% | No change | 5,114 | $678K |
| Parallel Advisors, LLC | 0.01% | Add +52.0% | 5,099 | $676K |
| Fiduciary Alliance LLC | 0.04% | Add +1.5% | 4,842 | $670K |
| Kanawha Capital Management LLC | 0.05% | No change | 5,053 | $670K |
| Composition Wealth, LLC | 0.01% | Reduce -13.4% | 5,029 | $666K |
| Strategic Blueprint, LLC | 0.04% | Add +0.2% | 5,010 | $664K |
| Stratos Investment Management, LLC | 0.03% | Add +1.9% | 5,007 | $664K |
| Fairscale Capital, LLC | 0.46% | Add +2.8% | 4,977 | $659K |
| Claro Advisors Inc. | 0.08% | Reduce -6.9% | 4,909 | $650K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.3% | 4,889 | $648K |
| American Financial & Tax Strategies Inc. | 0.31% | No change | 4,881 | $647K |
| Awm Capital, LLC | 0.06% | No change | 4,822 | $639K |
| Bank of Stockton | 0.20% | Reduce -37.6% | 4,790 | $635K |
| Main Street Financial Solutions, LLC | 0.05% | Add +12.2% | 4,773 | $632K |
| PKS Advisory Services, LLC | 0.15% | Reduce -4.1% | 4,728 | $626K |
| MSH Capital Advisors LLC | 0.13% | No change | 4,725 | $626K |
| FC Advisory LLC | 0.18% | Reduce -11.0% | 4,717 | $625K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,649 | $616K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 4,630 | $613K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -6.0% | 4,630 | $613K |
| Professional Financial Advisors, LLC | 0.12% | Reduce -0.3% | 4,606 | $610K |
| SageView Advisory Group, LLC | 0.02% | Reduce -0.0% | 4,598 | $609K |
| First Horizon Corp. | 0.03% | Add +3.6% | 4,586 | $608K |
| EPG Wealth Management LLC | 0.16% | Add +0.3% | 4,583 | $607K |
| American Wealth Advisors, LLC | 0.63% | Add +0.3% | 4,574 | $606K |
| Rockbridge Investment Management, LCC | 0.05% | No change | 4,566 | $605K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,553 | $603K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.05% | No change | 4,502 | $597K |
| Montecito Bank & Trust | 0.10% | No change | 4,490 | $595K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 4,446 | $589K |
| Weinberger Asset Management, Inc | 0.22% | Reduce -15.1% | 4,442 | $589K |
| Yanni & Associates Investment Advisors, LLC | 0.60% | No change | 4,400 | $583K |
| Partners Wealth Management, LLC | 0.60% | Add +2.3% | 4,394 | $582K |
| Bailard, Inc. | 0.01% | Reduce -9.8% | 4,383 | $581K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 4,363 | $578K |
| Destiny Capital Corp | 0.31% | Reduce -5.0% | 4,321 | $573K |
| Triangle Securities Wealth Management | 0.13% | Add +0.8% | 4,290 | $568K |
| Naples Global Advisors, LLC | 0.04% | No change | 4,178 | $554K |
| Ancora Advisors LLC | 0.01% | No change | 4,175 | $553K |
| Cookson Peirce & Co. Inc. | 0.02% | Add +3.6% | 4,166 | $552K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -5.4% | 4,152 | $550K |
| Crestwood Advisors Group, LLC | 0.01% | Add +16.4% | 4,149 | $550K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -7.8% | 4,149 | $550K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.6% | 4,147 | $550K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -58.3% | 4,091 | $542K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -0.3% | 4,066 | $539K |
| Blackston Financial Advisory Group, LLC | 0.34% | Reduce -14.6% | 4,056 | $537K |
| IFG Advisors, LLC | 0.09% | Add +0.0% | 4,008 | $531K |
| Riverbend Wealth Management, LLC | 0.33% | No change | 4,000 | $530K |
| Ironsides Asset Advisors, LLC | 0.13% | No change | 4,000 | $530K |
| Wolff Financial Management LLC | 0.12% | No change | 4,000 | $530K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,978 | $527K |
| Aspiriant, LLC | 0.01% | No change | 3,976 | $527K |
| MV Capital Management, Inc. | 0.05% | Reduce -1.9% | 3,951 | $524K |
| Hyundai Investments Co., Ltd. | 0.59% | Reduce -11.9% | 4,038 | $523K |
| River Street Advisors LLC | 0.18% | Add +7.1% | 3,913 | $518K |
| Purkiss Capital Advisors LLC | 0.23% | Reduce -9.2% | 3,911 | $518K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 3,890 | $515K |
| FRG Family Wealth Advisors LLC | 0.08% | No change | 3,888 | $515K |
| Principal Securities, Inc. | 0.01% | Add +15.8% | 3,882 | $514K |
| Calamos Wealth Management LLC | 0.02% | Add +25.5% | 3,864 | $512K |
| Calamos Advisors LLC | 0.00% | New | 3,864 | $512K |
| Arwa LLC | 0.25% | Reduce -3.5% | 3,688 | $510K |
| Park Place Capital Corp | 0.10% | Reduce -47.3% | 3,833 | $508K |
| StoneX Group Inc. | 0.03% | Reduce -86.3% | 3,825 | $507K |
| Silver Oak Securities, Incorporated | 0.04% | Add +3.1% | 3,820 | $506K |
| Financial Alternatives, Inc | 0.27% | No change | 3,806 | $504K |
| SouthState Bank Corp | 0.02% | Reduce -3.2% | 3,784 | $501K |
| Liberty Wealth Management LLC | 0.06% | Add +0.3% | 3,750 | $497K |
| TrinityBridge Ltd | 0.01% | No change | 3,741 | $495K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -83.5% | 3,670 | $486K |
| Topsail Wealth Management, LLC | 0.07% | No change | 3,660 | $485K |
| Laurel Oak Wealth Management, LLC | 0.08% | Add +20.4% | 3,640 | $482K |
| Doliver Advisors, LP | 0.11% | Add +0.3% | 3,612 | $479K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.0% | 3,580 | $474K |
| Choreo, LLC | 0.01% | Add +19.8% | 3,563 | $472K |
| Foster & Motley Inc. | 0.02% | No change | 3,540 | $469K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.9% | 3,522 | $467K |
| Fiduciary Financial Group, LLC | 0.06% | Add +2.5% | 3,515 | $466K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.8% | 3,487 | $462K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 3,482 | $461K |
| Global Trust Asset Management, LLC | 0.18% | Reduce -1.5% | 3,476 | $461K |
| PFG Advisors | 0.02% | Reduce -4.9% | 3,461 | $459K |
| Goldstein Advisors, LLC | 0.05% | No change | 3,420 | $453K |
| Atlantic Union Bankshares Corp | 0.01% | Add +1.4% | 3,419 | $453K |
| Veridan Wealth LLC | 0.17% | Add +0.2% | 3,410 | $452K |
| Burke & Herbert Bank & Trust Co. | 0.12% | No change | 3,391 | $449K |
| Stonebridge Financial Group, LLC / MO | 0.38% | Add +0.1% | 3,385 | $449K |
| Argent Trust Co | 0.02% | Add +7.1% | 3,375 | $447K |
| Boston Family Office LLC | 0.03% | Reduce -14.0% | 3,352 | $444K |
| MidAtlantic Capital Management, Inc. | 0.31% | Reduce -68.0% | 3,344 | $443K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.5% | 3,322 | $440K |
| Sensible Money, LLC | 0.13% | No change | 3,311 | $439K |
| Sage Financial Group Inc. | 0.03% | Reduce -1.2% | 3,288 | $436K |
| Ally Invest Advisors Inc. | 0.03% | Reduce -6.3% | 3,276 | $434K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.1% | 3,230 | $428K |
| Uptick Partners, LLC | 0.09% | Reduce -0.7% | 3,230 | $428K |
| SlateStone Wealth, LLC | 0.04% | Add +0.0% | 3,222 | $427K |
| Integrated Wealth Concepts LLC | 0.00% | Add +5.5% | 3,221 | $427K |
| First Commonwealth Financial Corp | 0.07% | No change | 3,198 | $424K |
| Cornerstone Planning, LLC | 0.10% | Reduce -0.1% | 3,189 | $423K |
| DAVENPORT & Co LLC | 0.00% | No change | 3,181 | $421K |
| Gateway Wealth Partners, LLC | 0.02% | Add +100.3% | 3,154 | $418K |
| Crusonia Wealth Advisors LLC | 0.09% | Reduce -0.2% | 3,126 | $414K |
| Nilsine Partners, LLC | 0.03% | No change | 2,870 | $407K |
| Independent Solutions Wealth Management, LLC | 0.06% | New | 3,062 | $406K |
| Renasant Bank | 0.28% | Reduce -50.0% | 3,000 | $398K |
| IHT Wealth Management, LLC | 0.01% | Reduce -7.4% | 2,992 | $396K |
| First National Bank of Omaha | 0.01% | No change | 3,055 | $395K |
| Parkside Financial Bank & Trust | 0.03% | No change | 2,978 | $395K |
| Romano Brothers and Company | 0.04% | No change | 2,965 | $393K |
| Childress Capital Advisors, LLC | 0.07% | New | 2,961 | $392K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 2,941 | $390K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +0.1% | 2,932 | $388K |
| Washington Trust Bank | 0.03% | Reduce -3.7% | 2,930 | $388K |
| BDFS Capital LLC | 0.19% | Add +0.2% | 2,930 | $388K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 2,928 | $388K |
| Panoramic Investment Advisors, LLC | 0.21% | Add +9.4% | 2,900 | $384K |
| Renaissance Technologies | 0.00% | New | 2,900 | $384K |
| Founders Financial Securities LLC | 0.02% | Add +1.2% | 2,776 | $384K |
| Kwmg, LLC | 0.03% | Add +2.4% | 2,889 | $383K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -55.7% | 2,870 | $382K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,866 | $380K |
| Horizon Investments, LLC | 0.00% | Add +99.9% | 2,840 | $376K |
| Zhang Financial LLC | 0.01% | Add +0.1% | 2,827 | $375K |
| Capital Square, LLC | 0.17% | No change | 2,644 | $374K |
| Bridges Investment Management Inc. | 0.01% | No change | 2,814 | $373K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -92.3% | 2,802 | $371K |
| Spire Wealth Management | 0.01% | Reduce -3.3% | 2,754 | $365K |
| Rayburn West Financial Services LLC | 0.21% | No change | 2,750 | $364K |
| Lewis Asset Management, LLC | 0.15% | No change | 2,750 | $364K |
| Hilltop Holdings Inc. | 0.03% | No change | 2,730 | $362K |
| Mezzasalma Advisors, LLC | 0.09% | No change | 2,727 | $361K |
| Insight Inv LLC | 0.20% | Reduce -13.5% | 2,716 | $360K |
| CRA Financial Services, LLC | 0.05% | No change | 2,697 | $357K |
| Vann Equity Management LLC | 0.25% | — | 2,693 | $357K |
| Leeward Investments, LLC - MA | 0.02% | Reduce -94.3% | 2,692 | $357K |
| Atlas Brown,Inc. | 0.11% | Add +0.3% | 2,689 | $356K |
| Old Second National Bank of Aurora | 0.07% | Reduce -0.8% | 2,685 | $356K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Reduce -3.6% | 2,664 | $353K |
| Western Wealth Management, LLC | 0.01% | Reduce -0.5% | 2,664 | $353K |
| Allium Financial Advisors, LLC | 0.28% | No change | 2,658 | $352K |
| Wagner Wealth Management, LLC | 0.07% | Add +0.3% | 2,658 | $352K |
| Ieq Capital, LLC | 0.00% | Reduce -29.0% | 2,650 | $351K |
| Merit Financial Group, LLC | 0.00% | New | 2,650 | $351K |
| Root Financial Partners, LLC | 0.02% | Reduce -0.1% | 2,639 | $350K |
| Haverford Trust Co | 0.00% | No change | 2,635 | $349K |
| Equitable Trust Co. | 0.02% | No change | 2,632 | $349K |
| Willner & Heller, LLC | 0.26% | Add +0.3% | 2,628 | $348K |
| KPP Advisory Services LLC | 0.05% | No change | 2,618 | $347K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 2,600 | $345K |
| FWG Investments, LLC. | 0.22% | Reduce -19.8% | 2,599 | $344K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +15.1% | 2,594 | $344K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -11.8% | 2,587 | $343K |
| Fiduciary Trust Co | 0.00% | No change | 2,551 | $338K |
| Busey Bank | 0.01% | No change | 2,549 | $338K |
| MKT Advisors LLC | 0.11% | No change | 2,507 | $337K |
| Gryphon Financial Partners LLC | 0.04% | No change | 2,528 | $335K |
| Bonfire Financial | 0.25% | No change | 2,515 | $333K |
| XTX Topco Ltd | 0.01% | Reduce -19.6% | 2,489 | $330K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 2,476 | $328K |
| Bellwether Advisors, LLC | 0.06% | Reduce -1.6% | 2,454 | $325K |
| Fayez Sarofim & Co | 0.00% | Reduce -30.6% | 2,446 | $324K |
| Clarity Asset Management, Inc. | 0.16% | Add +0.4% | 2,442 | $324K |
| VeraBank, N.A. | 0.06% | No change | 2,417 | $320K |
| Ritholtz Wealth Management | 0.01% | No change | 2,406 | $319K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -16.1% | 2,398 | $318K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.6% | 2,363 | $313K |
| Gen-Wealth Partners Inc | 0.10% | Reduce -1.2% | 2,357 | $312K |
| Heritage Investors Management Corp. | 0.01% | Reduce -1.1% | 2,355 | $312K |
| BIP Wealth, LLC | 0.01% | New | 2,351 | $312K |
| Eagle Strategies LLC | 0.04% | Reduce -39.1% | 2,343 | $310K |
| Independent Family Office, LLC | 0.13% | No change | 2,340 | $310K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 2,333 | $309K |
| Valley National Advisers Inc. | 0.04% | No change | 2,320 | $307K |
| Townsend Financial Planning, LLC | 0.30% | Reduce -6.2% | 2,312 | $306K |
| Portland Global Advisors LLC | 0.03% | No change | 2,312 | $306K |
| Advisors Management Group Inc. | 0.06% | No change | 2,312 | $306K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +1.6% | 2,308 | $305K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.4% | 2,297 | $304K |
| Heritage Family Offices, LLP | 0.13% | Add +0.3% | 2,278 | $302K |
| Guardian Financial Partners, LLC | 0.13% | Add +0.2% | 2,267 | $300K |
| Clientfirst Wealth Management, LLC | 0.25% | No change | 2,258 | $299K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,245 | $297K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -4.1% | 2,241 | $297K |
| Brookstone Capital Management | 0.00% | Reduce -0.3% | 2,228 | $295K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -10.1% | 2,228 | $295K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,218 | $294K |
| Mather Group, Llc. | 0.00% | No change | 2,195 | $291K |
| Bravias Capital Group, LLC | 0.19% | Add +0.1% | 2,166 | $287K |
| First Heartland Consultants, Inc. | 0.02% | No change | 2,165 | $287K |
| Apella Capital, LLC | 0.00% | New | 2,024 | $286K |
| Breachway Investments LLC | 0.27% | Reduce -3.6% | 2,150 | $286K |
| Enzi Wealth | 0.10% | No change | 2,160 | $286K |
| Petra Financial Advisors Inc. | 0.18% | No change | 2,150 | $285K |
| VSM Wealth Advisory, LLC | 0.09% | No change | 2,148 | $285K |
| Greenspring Advisors, LLC | 0.02% | New | 2,145 | $284K |
| Blankinship & Foster, LLC | 0.06% | No change | 2,123 | $281K |
| Hilltop National Bank | 0.07% | No change | 2,116 | $280K |
| Retirement Planning Co of New England, Inc. | 0.11% | Add +16.5% | 2,115 | $280K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 2,098 | $278K |
| Caprock Group, LLC | 0.01% | No change | 2,094 | $277K |
| Blue Trust, Inc. | 0.00% | Reduce -5.3% | 2,076 | $275K |
| Lanark Financial, Inc. | 0.02% | Add +3.8% | 2,075 | $275K |
| International Assets Investment Management, LLC | 0.02% | Add +11.3% | 2,065 | $275K |
| Accredited Investors Inc. | 0.01% | No change | 2,069 | $274K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,068 | $274K |
| Wick Capital Partners, LLC | 0.05% | No change | 2,061 | $273K |
| Carnegie Investment Counsel | 0.01% | Reduce -11.9% | 2,061 | $273K |
| JPL Wealth Management, LLC | 0.06% | No change | 2,053 | $272K |
| National Bank of Canada | 0.00% | Reduce -4.6% | 2,054 | $272K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 2,048 | $271K |
| Eclectic Associates Inc. | 0.04% | No change | 2,046 | $271K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -7.0% | 2,038 | $270K |
| VestGen Advisors, LLC | 0.01% | Add +0.8% | 1,921 | $269K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 2,024 | $268K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +5.7% | 2,016 | $267K |
| Vickerman Investment Advisors, Inc. | 0.06% | Reduce -5.8% | 2,015 | $267K |
| DT Investment Partners, LLC | 0.02% | No change | 2,000 | $265K |
| Mma Asset Management LLC | 0.09% | Add +22.3% | 1,998 | $265K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -0.5% | 1,995 | $264K |
| Huntleigh Advisors, Inc. | 0.05% | No change | 1,991 | $264K |
| Advisors Capital Management, LLC | 0.00% | Add +10.1% | 1,989 | $264K |
| Motco | 0.02% | Reduce -3.6% | 1,979 | $262K |
| Sunesis Advisors, LLC | 0.12% | No change | 1,977 | $262K |
| Harbour Investments, Inc. | 0.00% | Add +21.9% | 1,951 | $259K |
| Chapin Davis, Inc. | 0.06% | No change | 1,949 | $258K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.1% | 1,947 | $258K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | Reduce -0.5% | 1,925 | $255K |
| Essex Financial Services, Inc. | 0.01% | Reduce -0.6% | 1,912 | $253K |
| Signaturefd, LLC | 0.00% | No change | 1,912 | $253K |
| Sapient Capital LLC | 0.00% | No change | 1,910 | $253K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,905 | $252K |
| LexAurum Advisors, LLC | 0.03% | — | 1,903 | $252K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,902 | $252K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 1,892 | $251K |
| Alpha Financial Advisors, LLC | 0.08% | Reduce -14.8% | 1,887 | $250K |
| Cresset Asset Management, LLC | 0.00% | Reduce -70.1% | 1,883 | $250K |
| Benjamin Edwards Inc. | 0.00% | No change | 1,869 | $248K |
| Aufman Associates Inc | 0.12% | No change | 1,864 | $247K |
| Accelerate Investment Advisors LLC | 0.16% | Add +0.1% | 1,861 | $247K |
| Gallacher Capital Management LLC | 0.09% | No change | 1,860 | $246K |
| Madden Advisory Services, Inc. | 0.10% | Add +0.1% | 1,840 | $244K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 1,832 | $243K |
| MB Generational Wealth, LLC | 0.13% | No change | 1,814 | $240K |
| WBH Advisory Inc. | 0.02% | No change | 1,803 | $240K |
| Financial Solutions Advisory Group, Inc. | 0.03% | — | 1,810 | $240K |
| V2 Financial group LLC | 0.11% | No change | 1,800 | $239K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 1,800 | $239K |
| Nalls Sherbakoff Group, LLC | 0.18% | No change | 1,799 | $238K |
| Bogart Wealth, LLC | 0.01% | No change | 1,799 | $238K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.1% | 1,793 | $238K |
| Lee, Kelleher & Klein Wealth Management | 0.14% | Reduce -16.1% | 1,772 | $235K |
| Callan Family Office, LLC | 0.01% | Reduce -42.9% | 1,770 | $235K |
| Westwood Holdings Group Inc. | 0.00% | No change | 1,770 | $235K |
| NWF Advisory Services Inc. | 0.03% | No change | 1,766 | $234K |
| Weil Company, Inc. | 0.05% | Add +0.3% | 1,764 | $234K |
| HBK Sorce Advisory LLC | 0.00% | Add +6.3% | 1,647 | $233K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | Add +3.9% | 1,753 | $232K |
| MBL Wealth, LLC | 0.02% | No change | 1,750 | $232K |
| NorthRock Partners, LLC | 0.00% | Reduce -0.2% | 1,747 | $232K |
| HCR Wealth Advisors | 0.02% | No change | 1,740 | $231K |
| Hamilton Capital, LLC | 0.01% | Reduce -12.3% | 1,738 | $230K |
| Sound Income Strategies, LLC | 0.01% | Reduce -16.2% | 1,729 | $230K |
| Dopkins Wealth Management, LLC | 0.09% | No change | 1,732 | $229K |
| SWP Financial LLC | 0.12% | No change | 1,728 | $229K |
| Friday Financial | 0.08% | No change | 1,724 | $228K |
| Investmark Advisory Group LLC | 0.10% | Add +0.3% | 1,724 | $228K |
| Decker Wealth Management LLC | 0.05% | No change | 1,720 | $228K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +2.3% | 1,721 | $228K |
| Garde Capital, Inc. | 0.01% | No change | 1,719 | $228K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,715 | $227K |
| Empower Advisory Group, LLC | 0.00% | Reduce -10.3% | 1,715 | $227K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,650 | $227K |
| First County Bank | 0.12% | Reduce -13.9% | 1,696 | $225K |
| First City Capital Management, Inc. | 0.12% | No change | 1,690 | $224K |
| Clark Asset Management, LLC | 0.02% | No change | 1,684 | $223K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,673 | $222K |
| Moneywise, Inc. | 0.10% | Add +0.2% | 1,663 | $220K |
| Buttonwood Financial Advisors Inc. | 0.07% | No change | 1,659 | $220K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.4% | 1,657 | $220K |
| KCM Investment Advisors LLC | 0.01% | New | 1,649 | $218K |
| Baker Avenue Asset Management, LP | 0.00% | No change | 1,629 | $216K |
| Holland Advisory Services, Inc. | 0.29% | Add +0.1% | 1,626 | $215K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 1,624 | $215K |
| Earnest Partners LLC | 0.00% | Reduce -72.5% | 1,619 | $215K |
| Elm Partners Management LLC | 0.01% | Add +0.4% | 1,651 | $214K |
| Allen Investment Management, LLC | 0.00% | No change | 1,612 | $214K |
| Hixon Zuercher, LLC | 0.07% | No change | 1,600 | $212K |
| Foundations Investment Advisors, LLC | 0.00% | New | 1,598 | $212K |
| Richmond Investment Services, LLC | 0.03% | Add +0.1% | 1,587 | $210K |
| ABLE Financial Group, LLC | 0.04% | New | 1,582 | $210K |
| Cosner Financial Group, LLC | 0.11% | Reduce -25.3% | 1,578 | $209K |
| Richards, Merrill & Peterson, Inc. | 0.08% | Reduce -49.0% | 1,564 | $207K |
| Align Financial, LLC | 0.12% | Reduce -99.2% | 1,548 | $205K |
| Private Management Group Inc. | 0.01% | No change | 1,546 | $205K |
| Fortis Capital Advisors, LLC | 0.03% | New | 1,540 | $204K |
| Belpointe Asset Management LLC | 0.01% | Reduce -52.5% | 1,540 | $204K |
| Vanguard Advisers Inc. | 0.00% | — | 1,540 | $204K |
| Dynamic Financial Group | 0.17% | No change | 1,538 | $204K |
| Christensen, King & Associates Investment Services, Inc. | 0.09% | Reduce -8.4% | 1,535 | $203K |
| PFS Partners, LLC | 0.09% | Add +0.4% | 1,533 | $203K |
| Clayton Financial Group LLC | 0.10% | Add +0.2% | 1,530 | $203K |
| BlueChip Wealth Advisors LLC | 0.09% | New | 1,516 | $201K |
| Dana Investment Advisors, Inc. | 0.01% | New | 1,516 | $201K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | New | 1,515 | $201K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,496 | $198K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.3% | 1,443 | $191K |
| Smithfield Trust Co | 0.01% | No change | 1,422 | $188K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.3% | 1,399 | $185K |
| Key Financial Inc | 0.03% | No change | 1,370 | $182K |
| HM Payson & Co. | 0.00% | No change | 1,367 | $181K |
| Salem Investment Counselors Inc. | 0.01% | New | 1,352 | $179K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,338 | $177K |
| Meramec Financial Planners, LLC | 0.07% | Add +0.8% | 1,235 | $176K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 1,308 | $173K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,306 | $173K |
| Alerus Financial NA | 0.01% | No change | 1,256 | $166K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,248 | $165K |
| Quadrant Capital Group LLC | 0.00% | Reduce -30.6% | 1,234 | $164K |
| Acropolis Investment Management, LLC | 0.01% | New | 1,230 | $163K |
| United Community Bank | 0.05% | Reduce -46.2% | 1,191 | $158K |
| Legacy Bridge, LLC | 0.06% | No change | 1,185 | $157K |
| LRI Investments, LLC | 0.01% | No change | 1,180 | $156K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 1,171 | $155K |
| Larson Financial Group LLC | 0.01% | Reduce -51.1% | 1,166 | $155K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,138 | $151K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,135 | $150K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,131 | $150K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | New | 1,090 | $144K |
| Main Street Group, LTD | 0.05% | New | 1,085 | $144K |
| Smartleaf Asset Management LLC | 0.01% | Add +40.8% | 1,098 | $142K |
| Towne Trust Company, N.A | 0.05% | No change | 1,062 | $141K |
| Prosperity Bancshares Inc | 0.11% | No change | 1,022 | $135K |
| Mechanics Financial Corp | 0.06% | Reduce -0.4% | 1,004 | $133K |
| Wealth Preservation Advisors, LLC | 0.11% | Reduce -60.7% | 974 | $129K |
| CENTRAL TRUST Co | 0.00% | No change | 934 | $124K |
| Holos Integrated Wealth LLC | 0.06% | No change | 918 | $123K |
| Clearstead Trust, LLC | 0.02% | No change | 920 | $122K |
| Front Row Advisors LLC | 0.04% | No change | 915 | $121K |
| S.A. Mason LLC | 0.04% | No change | 880 | $117K |
| Mascoma Wealth Management LLC | 0.02% | No change | 873 | $116K |
| High Note Wealth, LLC | 0.02% | No change | 851 | $113K |
| Kentucky Trust Co | 0.06% | No change | 850 | $113K |
| City Holding Co. | 0.01% | Reduce -2.3% | 825 | $109K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 811 | $107K |
| Rice Partnership, LLC | 0.01% | No change | 807 | $107K |
| Walsh & Associates, LLC | 0.11% | No change | 803 | $106K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 798 | $106K |
| Owl Creek Wealth Partners LLC | 0.04% | — | 797 | $106K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +49.2% | 795 | $105K |
| Assetmark, Inc. | 0.00% | Reduce -33.2% | 791 | $105K |
| Rothschild Investment LLC | 0.01% | No change | 780 | $103K |
| Albion Financial Group | 0.01% | No change | 775 | $103K |
| Millstone Evans Group, LLC | 0.06% | No change | 753 | $100K |
| POM Investment Strategies, LLC | 0.12% | Reduce -95.7% | 732 | $97K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 725 | $96K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 684 | $91K |
| Milestone Investment Advisors LLC | 0.02% | No change | 669 | $89K |
| Western Pacific Wealth Management, LP | 0.09% | No change | 668 | $89K |
| Center for Financial Planning, Inc. | 0.01% | No change | 660 | $87K |
| NBT Bank, N.A. | 0.01% | No change | 655 | $87K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 647 | $86K |
| Financial Life Planners | 0.06% | New | 630 | $84K |
| Colonial Trust Co / SC | 0.01% | No change | 623 | $83K |
| SIMA Wealth Partners, LLC | 0.06% | Reduce -10.8% | 620 | $82K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 600 | $80K |
| Brown Brothers Harriman & Co. | 0.00% | New | 585 | $78K |
| Legend Capital Advisors LLC | 0.05% | New | 564 | $75K |
| GAMMA Investing LLC | 0.00% | Add +47.4% | 563 | $75K |
| Founders Financial Alliance, LLC | 0.01% | Add +33.7% | 547 | $73K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 516 | $68K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -58.8% | 515 | $68K |
| Burkett Financial Services, LLC | 0.02% | Add +0.4% | 511 | $68K |
| Toth Financial Advisory Corp. | 0.01% | Add +131.2% | 511 | $68K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 506 | $67K |
| Napier Financial, LLC | 0.01% | New | 490 | $65K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 488 | $65K |
| Piscataqua Savings Bank | 0.04% | No change | 474 | $63K |
| Abound Wealth Management | 0.01% | No change | 469 | $62K |
| Breakwater Investment Management | 0.02% | No change | 463 | $61K |
| Tidemark, LLC | 0.02% | No change | 462 | $61K |
| Birchwood Financial Partners, Inc. | 0.06% | Add +0.4% | 460 | $61K |
| Centennial Bank | 0.02% | Reduce -5.3% | 450 | $60K |
| Longview Financial Advisors, Inc. | 0.04% | New | 441 | $59K |
| Wolff Wiese Magana LLC | 0.03% | No change | 440 | $58K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 430 | $57K |
| Triumph Capital Management | 0.01% | Add +0.5% | 430 | $57K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 426 | $56K |
| Tsfg, LLC | 0.01% | No change | 424 | $56K |
| Cornerstone Financial Management LLC | 0.05% | No change | 410 | $54K |
| American National Bank & Trust | 0.01% | No change | 402 | $53K |
| Quent Capital, LLC | 0.00% | No change | 401 | $53K |
| True Link Financial Advisors, LLC | 0.00% | New | 400 | $53K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -3.8% | 401 | $53K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 386 | $51K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -44.4% | 385 | $51K |
| Rialto Wealth Management, LLC | 0.01% | No change | 382 | $51K |
| Synergy Investment Management, LLC | 0.02% | New | 367 | $49K |
| IMA Advisory Services, Inc. | 0.00% | No change | 338 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 313 | $41K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 304 | $40K |
| Golden State Wealth Management, LLC | 0.00% | No change | 300 | $40K |
| Princeton Global Asset Management LLC | 0.01% | No change | 300 | $40K |
| Colonial Trust Advisors | 0.00% | No change | 289 | $38K |
| WealthCollab, LLC | 0.02% | No change | 284 | $38K |
| Advisortrust Partners, LLC | 0.01% | New | 268 | $36K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -2.7% | 249 | $35K |
| Capital Investment Counsel, Inc | 0.00% | No change | 266 | $35K |
| Financial Perspectives, Inc | 0.01% | No change | 262 | $35K |
| Signature Equity Partners, LLC | 0.02% | No change | 246 | $33K |
| BankPlus Trust Department | 0.01% | No change | 246 | $33K |
| Palouse Capital Management, Inc. | 0.02% | No change | 244 | $32K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 237 | $31K |
| Bullock Wealth Management Group | 0.02% | No change | 235 | $31K |
| CX Institutional | 0.00% | Reduce -36.7% | 231 | $31K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.5% | 220 | $29K |
| Caitlin John, LLC | 0.02% | No change | 217 | $29K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.5% | 212 | $28K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | No change | 206 | $27K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 202 | $27K |
| Orion Capital Management LLC | 0.01% | No change | 200 | $27K |
| Sankala Group LLC | 0.02% | No change | 200 | $26K |
| Merrithew & Thorsten Inc | 0.02% | Add +0.5% | 203 | $26K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 192 | $25K |
| North Star Investment Management Corp. | 0.00% | No change | 187 | $25K |
| Dunhill Financial, LLC | 0.01% | Reduce -1.6% | 184 | $24K |
| 3 Factor Indexing, LLC | 0.02% | — | 180 | $24K |
| Howe & Rusling Inc. | 0.00% | Add +3.5% | 176 | $23K |
| Union Savings Bank | 0.01% | No change | 176 | $23K |
| Key Capital Management, INC | 0.02% | New | 172 | $23K |
| Anchor Investment Management, LLC | 0.00% | No change | 165 | $22K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 155 | $21K |
| Piedmont Capital Management, LLC | 0.01% | No change | 152 | $20K |
| Pacific Center for Financial Services | 0.01% | Reduce -32.7% | 148 | $20K |
| Sittner & Nelson, LLC | 0.01% | No change | 139 | $18K |
| Imprint Wealth LLC | 0.08% | No change | 138 | $18K |
| Darwin Wealth Management, LLC | 0.01% | No change | 138 | $18K |
| Sterling Capital Management LLC | 0.00% | Reduce -48.9% | 137 | $18K |
| Team Financial Group, LLC | 0.01% | No change | 136 | $18K |
| SHP Wealth Management | 0.00% | Add +1.5% | 136 | $18K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 128 | $17K |
| Grove Bank & Trust | 0.00% | No change | 126 | $17K |
| Pacifica Partners Inc. | 0.01% | No change | 115 | $15K |
| Ashton Thomas Securities, LLC | 0.00% | New | 106 | $14K |
| Monetary Solutions, Ltd | 0.01% | No change | 105 | $14K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 102 | $14K |
| Rhumbline Advisers | 0.00% | New | 100 | $13K |
| Strive Financial Group ,LLC | 0.01% | No change | 97 | $13K |
| Beacon Financial Strategies CORP | 0.01% | No change | 98 | $13K |
| Archer Investment Corp | 0.00% | Add +1.0% | 98 | $13K |
| Steph & Co. | 0.00% | Reduce -3.0% | 97 | $13K |
| Zions Bancorporation, National Association | 0.00% | No change | 92 | $12K |
| Anfield Capital Management, LLC | 0.00% | No change | 88 | $12K |
| Evermay Wealth Management LLC | 0.00% | New | 88 | $12K |
| Tompkins Financial Corp. | 0.00% | No change | 88 | $12K |
| CoreFirst Bank & Trust | 0.01% | No change | 84 | $11K |
| Burk Holdings LLC | 0.00% | New | 80 | $11K |
| Noble Wealth Management PBC | 0.01% | No change | 79 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 78 | $10K |
| Clear Investment Research, LLC | 0.02% | New | 77 | $10K |
| Balentine LLC | 0.00% | No change | 73 | $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 |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 50 | $7K |
| Evolution Wealth Management Inc. | 0.00% | No change | 47 | $6K |
| Fortitude Family Office, LLC | 0.00% | Reduce -58.0% | 47 | $6K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 46 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 42 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 40 | $5K |
| TOWER TRUST & INVESTMENT Co | 0.00% | No change | 40 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 37 | $5K |
| Chilton Capital Management LLC | 0.00% | New | 34 | $5K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 32 | $4K |
| Midwest Capital Advisors, LLC | 0.00% | No change | 30 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 27 | $4K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 22 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -93.8% | 21 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 17 | $2K |
| Bank of New Hampshire | 0.00% | Reduce -71.7% | 15 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 11 | $1K |
| Rossby Financial, LCC | 0.00% | Reduce -73.9% | 6 | $799 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $663 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 5 | $663 |
| Kings Path Partners LLC | 0.00% | No change | 2 | $292 |
"% 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.