iShares S&P Mid-Cap 400 ValuIJJETF
13F holders, Q2 2026 (June 30)880holders +30
69new positions
35sold out
3famous investors
$147.52avg. 13F price*
At the end of Q2 2026, 880 institutions reported holding iShares S&P Mid-Cap 400 Valu (IJJ) in their 13F filings, up 30 from Q1 2026. 69 opened new positions and 35 sold out. The largest holders were FMR LLC ($603.9M), Morgan Stanley ($589.6M) and Wells Fargo & Company ($519.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares S&P Mid-Cap 400 Valu
- CUSIP
- 464287705
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $46.2M |
| Exits | 35 | $18.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,007,292 shares bought and 1,503,989 shares sold, net −496,697 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 880 holders
| FMR LLC | 0.03% | Reduce -0.2% | 4,088,134 | $603.9M |
| Morgan Stanley | 0.03% | Reduce -1.2% | 3,991,007 | $589.6M |
| Wells Fargo & Company | 0.09% | Add +2.3% | 3,517,335 | $519.6M |
| Bank of America Corp. | 0.02% | Reduce -0.8% | 2,383,455 | $352.1M |
| Envestnet Asset Management Inc. | 0.08% | Add +1.9% | 2,237,277 | $330.5M |
| UBS Group AG | 0.05% | Reduce -13.4% | 1,938,165 | $286.3M |
| PNC Financial Services Group, Inc. | 0.10% | Add +3.0% | 1,391,097 | $205.5M |
| D.A. Davidson & Co. | 0.93% | Add +3.8% | 1,132,668 | $167.3M |
| Raymond James Financial Inc. | 0.03% | Reduce -6.0% | 867,638 | $128.2M |
| LPL Financial LLC | 0.03% | Reduce -0.5% | 768,548 | $113.5M |
| Cullen/Frost Bankers, Inc. | 1.12% | Reduce -6.9% | 768,428 | $113.5M |
| Northern Trust Corp. | 0.01% | Add +0.4% | 674,681 | $99.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -0.6% | 635,321 | $93.9M |
| Financial Engines Advisors L.L.C. | 0.16% | Reduce -2.6% | 609,138 | $90.0M |
| Ameriprise Financial Inc. | 0.02% | Add +1.0% | 605,746 | $89.6M |
| Royal Bank of Canada | 0.01% | Reduce -2.3% | 545,411 | $80.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.6% | 449,626 | $66.2M |
| Jones Financial Companies LLLP | 0.02% | Add +0.7% | 415,471 | $61.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.2% | 402,922 | $59.5M |
| Baird Financial Group, Inc. | 0.07% | Reduce -2.0% | 334,351 | $49.4M |
| MAI Capital Management | 0.19% | Add +2.3% | 332,590 | $49.1M |
| HighTower Advisors, LLC | 0.05% | Reduce -12.9% | 330,985 | $48.9M |
| Evensky & Katz LLC | 2.51% | Reduce -1.7% | 329,371 | $48.7M |
| Midland Wealth Advisors, LLC | 1.93% | Reduce -2.9% | 278,506 | $41.1M |
| Bokf, NA | 0.55% | Add +0.2% | 269,482 | $39.8M |
| Wilmington Savings Fund Society, FSB | 0.87% | Reduce -6.9% | 263,973 | $39.0M |
| Cerity Partners LLC | 0.05% | Reduce -1.0% | 263,246 | $38.9M |
| Lido Advisors, LLC | 0.14% | Add +48.7% | 262,650 | $38.8M |
| Rehmann Capital Advisory Group | 1.70% | Reduce -0.6% | 250,706 | $37.0M |
| World Investment Advisors | 0.58% | No change | 265,442 | $35.2M |
| Willis Johnson & Associates, Inc. | 1.91% | Reduce -0.9% | 232,221 | $34.3M |
| Courier Capital LLC | 1.68% | Add +1.6% | 227,786 | $33.7M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -3.7% | 215,877 | $31.9M |
| Truist Financial Corp. | 0.04% | Reduce -5.2% | 209,578 | $31.0M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -11.4% | 209,429 | $30.9M |
| Creative Planning | 0.02% | Reduce -9.8% | 180,776 | $26.7M |
| Keybank National Association | 0.08% | Reduce -3.3% | 173,265 | $25.6M |
| Mariner, LLC | 0.03% | Reduce -1.6% | 171,395 | $25.3M |
| Bank of Montreal | 0.01% | Reduce -1.4% | 162,264 | $24.0M |
| AlphaCore Capital LLC | 0.43% | Reduce -3.0% | 157,712 | $23.3M |
| Sterling Financial Planning, Inc. | 6.29% | Add +1.7% | 156,530 | $23.1M |
| Fifth Third Bancorp | 0.04% | Reduce -3.3% | 150,705 | $22.3M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -0.0% | 138,688 | $20.5M |
| Focus Partners Wealth | 0.02% | Reduce -4.8% | 125,147 | $18.5M |
| Osaic Holdings, Inc. | 0.02% | Add +15.0% | 124,686 | $18.4M |
| Lutz Financial Services LLC | 1.06% | Reduce -0.4% | 118,338 | $17.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.4% | 115,387 | $17.0M |
| Capital Advisors, Ltd. LLC | 1.65% | Add +0.3% | 110,998 | $16.4M |
| Texas Yale Capital Corp. | 0.35% | Reduce -0.1% | 108,310 | $16.0M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +3.3% | 105,579 | $15.6M |
| Cetera Investment Advisers | 0.01% | Add +2.2% | 105,531 | $15.6M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -0.3% | 104,147 | $15.4M |
| GHP Investment Advisors, Inc. | 0.55% | Reduce -0.6% | 101,841 | $15.0M |
| MML Investors Services, LLC | 0.03% | Add +20.3% | 101,400 | $15.0M |
| HSBC Holdings PLC | 0.01% | Reduce -0.2% | 100,500 | $14.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -33.0% | 100,427 | $14.8M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -3.5% | 99,253 | $14.7M |
| Cassaday & Co Wealth Management LLC | 0.27% | Reduce -1.0% | 96,183 | $14.2M |
| Corient Private Wealth LP | 0.02% | Reduce -8.1% | 94,530 | $14.0M |
| Salomon & Ludwin, LLC | 1.14% | Reduce -2.1% | 94,459 | $13.9M |
| 1834 Investment Advisors Co. | 1.57% | Reduce -1.4% | 93,660 | $13.8M |
| Omega Financial Group, LLC | 4.18% | Add +1.9% | 92,908 | $13.7M |
| Natixis Advisors, LLC | 0.02% | Add +1.7% | 92,002 | $13.6M |
| First Merchants Corp. | 0.48% | Reduce -1.9% | 91,589 | $13.5M |
| Stifel Financial Corp. | 0.01% | Add +2.9% | 91,079 | $13.5M |
| Asset Management Group, Inc. | 1.92% | Reduce -0.6% | 88,947 | $13.1M |
| Pathstone Holdings, LLC | 0.04% | Add +207.4% | 88,462 | $13.1M |
| PW Nova Financial Services LLC | 2.72% | Add +3.6% | 85,851 | $12.7M |
| Ellis Investment Partners, LLC | 1.89% | Reduce -0.9% | 84,376 | $12.5M |
| Nations Financial Group Inc, /Ia/ | 0.57% | Reduce -0.7% | 80,133 | $11.8M |
| Mesirow Financial Investment Management, Inc. | 0.19% | Reduce -0.2% | 79,854 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -7.4% | 79,163 | $11.7M |
| Blue Edge Capital, LLC | 1.37% | Add +1.3% | 77,483 | $11.4M |
| Balance Wealth Partners LLC | 2.86% | Reduce -11.0% | 72,677 | $10.7M |
| Susquehanna International Group, LLP | 0.01% | New | 71,459 | $10.6M |
| Regions Financial Corp. | 0.06% | Reduce -9.4% | 70,984 | $10.5M |
| US Bancorp \de | 0.01% | Reduce -1.6% | 66,399 | $9.8M |
| Independence Financial Advisors, LLC | 2.54% | New | 66,323 | $9.8M |
| Captrust Financial Advisors | 0.01% | Add +1.2% | 63,636 | $9.4M |
| OFS Enterprise LLC | 2.35% | Add +1.6% | 62,340 | $9.2M |
| LMG Wealth Partners, LLC | 1.45% | Reduce -2.5% | 61,225 | $9.0M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +4.1% | 59,313 | $8.8M |
| BlackRock, Inc. | 0.00% | Add +12.2% | 58,676 | $8.7M |
| DDFG, Inc | 1.71% | Reduce -0.6% | 58,149 | $8.6M |
| Causey Wealth LLC | 3.34% | Reduce -1.8% | 57,928 | $8.6M |
| InvesTrust | 3.24% | Reduce -4.4% | 57,033 | $8.4M |
| Foundation Wealth Management, LLC | 5.18% | Add +6.4% | 56,830 | $8.4M |
| Modern Wealth Management, LLC | 0.10% | New | 56,189 | $8.3M |
| Summit Financial, LLC | 0.09% | Reduce -2.2% | 55,498 | $8.2M |
| Mfa Wealth Advisors, LLC | 1.38% | Reduce -3.3% | 54,925 | $8.1M |
| Bryn Mawr Trust Advisors, LLC | 0.35% | Reduce -1.4% | 54,654 | $8.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.2% | 54,289 | $8.0M |
| Arkadios Wealth Advisors | 0.12% | Reduce -3.9% | 54,179 | $8.0M |
| MidFirst Bank | 0.56% | Reduce -0.4% | 52,980 | $7.8M |
| IFP Advisors, Inc | 0.14% | Reduce -2.9% | 52,727 | $7.8M |
| Parr McKnight Wealth Management Group, LLC | 0.91% | Add +7.8% | 51,806 | $7.7M |
| First Citizens Financial Corp | 3.09% | Reduce -0.7% | 50,093 | $7.4M |
| Bluespring Wealth Management, LLC | 0.14% | Add +128.7% | 49,771 | $7.4M |
| Becker Capital Management Inc. | 0.19% | Reduce -0.3% | 48,669 | $7.2M |
| Hudson Capital Management LLC | 1.78% | Add +1.3% | 48,312 | $7.1M |
| Greenleaf Trust | 0.07% | Reduce -1.4% | 47,962 | $7.1M |
| Ullmann Wealth Partners Group, LLC | 0.63% | Reduce -2.1% | 47,249 | $7.0M |
| JFS Wealth Advisors, LLC | 0.34% | Add +0.7% | 46,850 | $6.9M |
| D.B. Root & Company, LLC | 1.46% | Reduce -1.6% | 46,490 | $6.9M |
| Asset Dedication, LLC | 0.42% | Reduce -11.9% | 44,725 | $6.6M |
| M&T Bank Corp | 0.02% | Reduce -7.8% | 44,703 | $6.6M |
| Pittenger & Anderson Inc. | 0.23% | No change | 44,390 | $6.6M |
| Broadview Financial Management, LLC | 4.00% | Reduce -0.3% | 44,290 | $6.5M |
| Novem Group | 0.65% | Add +3.5% | 43,367 | $6.4M |
| Associated Banc-Corp | 0.15% | Reduce -0.3% | 42,872 | $6.3M |
| Idaho Trust Co | 1.84% | Add +7.2% | 42,573 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.4% | 69,201 | $6.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.6% | 40,933 | $6.0M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.3% | 40,491 | $6.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.9% | 39,808 | $5.9M |
| BKM Wealth Management, LLC | 2.06% | Reduce -5.7% | 39,374 | $5.8M |
| Ifrah Financial Services, Inc. | 1.39% | Reduce -2.3% | 38,397 | $5.7M |
| Ironwood Financial, llc | 0.88% | Reduce -4.4% | 38,447 | $5.6M |
| ETF Portfolio Partners, Inc. | 1.31% | Reduce -3.9% | 37,302 | $5.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -5.1% | 36,753 | $5.4M |
| Csenge Advisory Group | 0.22% | Add +2.5% | 36,185 | $5.3M |
| Level Four Advisory Services, LLC | 0.15% | Add +2.1% | 36,061 | $5.3M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -3.1% | 34,712 | $5.1M |
| Betterment LLC | 0.01% | Reduce -9.9% | 34,192 | $5.1M |
| Smith Chas P & Associates Pa Cpas | 0.26% | Reduce -0.8% | 34,160 | $5.0M |
| EP Wealth Advisors, LLC | 0.02% | Add +115.0% | 34,147 | $5.0M |
| JNBA Financial Advisors | 0.37% | Reduce -2.3% | 33,379 | $4.9M |
| King Wealth Management Group | 0.53% | Reduce -1.7% | 32,843 | $4.9M |
| CFS Investment Advisory Services, LLC | 0.32% | Reduce -1.4% | 32,465 | $4.8M |
| Brightwater Advisory LLC | 3.01% | Reduce -0.2% | 32,195 | $4.8M |
| Centerpoint Advisors, LLC | 1.35% | Reduce -0.2% | 32,160 | $4.8M |
| Soltis Investment Advisors LLC | 0.27% | Add +5.4% | 32,125 | $4.7M |
| Astra Wealth Partners LLC | 2.62% | Add +1.1% | 31,895 | $4.7M |
| Sequoia Financial Advisors, LLC | 0.02% | No change | 31,680 | $4.7M |
| Fifth Third Wealth Advisors LLC | 0.13% | Reduce -2.3% | 31,421 | $4.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +5.3% | 30,928 | $4.6M |
| Modera Wealth Management, LLC | 0.05% | Add +0.2% | 30,008 | $4.4M |
| Midwest Trust Co | 0.05% | Reduce -0.9% | 29,619 | $4.4M |
| Goelzer Investment Management, Inc. | 0.19% | Reduce -5.3% | 29,472 | $4.4M |
| HB Wealth Management, LLC | 0.02% | Reduce -1.1% | 29,358 | $4.3M |
| Trail Ridge Investment Advisors, LLC | 1.83% | Reduce -9.5% | 29,297 | $4.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.72% | Add +5.8% | 29,283 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -17.7% | 29,015 | $4.3M |
| River Wealth Advisors LLC | 0.44% | Reduce -0.7% | 28,497 | $4.2M |
| Teachers Insurance & Annuity Association of America | 4.63% | Add +3.4% | 28,428 | $4.2M |
| &partners | 0.02% | Add +21.9% | 28,055 | $4.1M |
| Columbia Bank | 0.93% | Add +31.3% | 28,042 | $4.1M |
| Cranbrook Wealth Management, LLC | 0.78% | Reduce -2.2% | 28,034 | $4.1M |
| LTG Capital LLC | 2.76% | Reduce -0.8% | 27,894 | $4.1M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -0.0% | 27,297 | $4.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.4% | 27,288 | $4.0M |
| NorthCrest Asset Manangement, LLC | 0.10% | Add +0.9% | 27,433 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -1.1% | 26,966 | $4.0M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Reduce -0.2% | 27,127 | $4.0M |
| Glass Jacobson Investment Advisors llc | 1.21% | Reduce -4.5% | 26,376 | $3.9M |
| Heritage Wealth Advisors | 0.13% | No change | 28,654 | $3.8M |
| Neumann Capital Management, LLC | 2.52% | Reduce -0.9% | 25,748 | $3.8M |
| Anb Bank | 1.42% | Reduce -1.1% | 25,735 | $3.8M |
| Hancock Whitney Corp. | 0.06% | Reduce -0.0% | 25,622 | $3.8M |
| Campion Asset Management | 2.22% | Reduce -1.7% | 24,617 | $3.6M |
| Leeward Investments, LLC - MA | 0.16% | Add +793.8% | 24,062 | $3.6M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.2% | 23,989 | $3.5M |
| Prosperity Planning, Inc. | 1.11% | Reduce -1.2% | 23,372 | $3.5M |
| Members Trust Co | 0.11% | Reduce -2.2% | 23,013 | $3.4M |
| Heritage Wealth Management, Inc. | 1.69% | Add +7.0% | 22,890 | $3.4M |
| First Hawaiian Bank | 0.42% | Reduce -3.3% | 22,452 | $3.3M |
| Rwa Wealth Partners, LLC | 0.03% | Add +7.5% | 21,924 | $3.2M |
| Old National Bancorp | 0.06% | Add +25.1% | 21,517 | $3.2M |
| Flow Traders U.S. LLC | 0.13% | Add +19.9% | 21,052 | $3.1M |
| Cooke Wealth Management, LLC | 2.53% | Reduce -1.1% | 20,918 | $3.1M |
| AQR Capital Management | 0.00% | Add +29.5% | 20,716 | $3.1M |
| Thompson Siegel & Walmsley LLC | 0.05% | Add +457.3% | 20,453 | $3.0M |
| Cibc World Market Inc. | 0.01% | Reduce -26.2% | 20,372 | $3.0M |
| Guidance Point Advisors, LLC | 0.65% | Reduce -0.1% | 20,202 | $3.0M |
| Commerce Bank | 0.01% | Reduce -5.4% | 20,061 | $3.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1.7% | 19,840 | $2.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +1.1% | 19,822 | $2.9M |
| Bragg Financial Advisors, Inc | 0.08% | Reduce -0.9% | 19,744 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Add +9.0% | 19,695 | $2.9M |
| Advisory Services Network, LLC | 0.03% | Add +0.4% | 19,497 | $2.9M |
| Turning Point Benefit Group, Inc. | 1.23% | Add +264.3% | 19,473 | $2.9M |
| Nikulski Financial, Inc. | 0.62% | Reduce -11.2% | 19,346 | $2.9M |
| Axis Wealth Partners, LLC | 1.36% | Add +1.0% | 19,233 | $2.8M |
| Cozad Asset Management Inc. | 0.18% | Add +3.8% | 19,042 | $2.8M |
| Allegheny Financial Group | 0.30% | Reduce -1.0% | 18,973 | $2.8M |
| Tiemann Investment Advisors, LLC | 1.01% | Reduce -0.5% | 18,904 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +2.5% | 18,879 | $2.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +22.9% | 18,515 | $2.7M |
| UMB Bank, n.a. | 0.03% | Reduce -9.6% | 18,422 | $2.7M |
| Wealth Advisory Solutions, LLC | 0.56% | Reduce -1.6% | 18,366 | $2.7M |
| Stokes Family Office, LLC | 0.31% | Reduce -5.0% | 18,261 | $2.7M |
| Heck Capital Advisors, LLC | 0.16% | Reduce -6.6% | 18,071 | $2.7M |
| Gerald Baker Financial Group LLC | 0.76% | Add +9.5% | 17,992 | $2.7M |
| Dumont & Blake Investment Advisors LLC | 0.59% | Add +2.5% | 17,720 | $2.6M |
| Operose Advisors LLC | 0.49% | No change | 17,288 | $2.6M |
| Almanack Investment Partners, LLC. | 0.32% | No change | 17,145 | $2.5M |
| Hazlett, Burt & Watson, Inc. | 0.66% | Add +6.8% | 16,862 | $2.5M |
| Sierra Capital LLC | 0.24% | Reduce -10.8% | 16,693 | $2.5M |
| Stordahl Capital Management, Inc. | 0.45% | Reduce -0.8% | 16,610 | $2.5M |
| Private Advisory Group LLC | 0.14% | Add +11.3% | 16,587 | $2.5M |
| TD Private Client Wealth LLC | 0.04% | Reduce -4.7% | 16,521 | $2.4M |
| Oxler Private Wealth LLC | 0.69% | Reduce -6.7% | 16,382 | $2.4M |
| Allworth Financial LP | 0.01% | Reduce -5.2% | 16,325 | $2.4M |
| Avior Wealth Management, LLC | 0.06% | Reduce -1.7% | 16,306 | $2.4M |
| Sonata Capital Group Inc. | 0.78% | Add +0.6% | 16,290 | $2.4M |
| Breakwater Capital Group | 0.29% | Reduce -1.4% | 16,288 | $2.4M |
| Sowell Financial Services LLC | 0.08% | Add +6.5% | 16,257 | $2.4M |
| One Capital Management, LLC | 0.07% | No change | 18,082 | $2.4M |
| Sageworth Trust Co | 0.09% | No change | 16,072 | $2.4M |
| Smith Shellnut Wilson LLC | 0.86% | Reduce -0.5% | 15,555 | $2.3M |
| Founders Grove Wealth Partners, LLC | 0.45% | Reduce -4.1% | 15,374 | $2.3M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -2.9% | 15,183 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -7.0% | 14,691 | $2.2M |
| Glenmede Trust Co. NA | 0.01% | Reduce -18.9% | 14,574 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +1.4% | 16,121 | $2.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.86% | Add +19.9% | 14,403 | $2.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -6.2% | 14,347 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -10.9% | 14,333 | $2.1M |
| Wealth Care LLC | 1.71% | Add +0.1% | 14,271 | $2.1M |
| Pinnacle Bancorp, Inc. | 0.54% | Reduce -0.7% | 14,023 | $2.1M |
| Caldwell Trust Co | 0.17% | No change | 13,889 | $2.1M |
| Thompson Investment Management, Inc. | 0.23% | Add +4.6% | 13,783 | $2.0M |
| Alliance Private Wealth, LLC | 0.70% | Add +45.2% | 13,645 | $2.0M |
| Rodgers & Associates, LTD | 0.18% | Reduce -0.4% | 13,622 | $2.0M |
| Harbor Investment Advisory, LLC | 0.14% | Add +7.6% | 13,619 | $2.0M |
| Cornerstone Advisory, LLC | 0.17% | Reduce -3.6% | 13,500 | $2.0M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -2.8% | 13,434 | $2.0M |
| Clearstead Advisors, LLC | 0.02% | Reduce -3.7% | 13,248 | $2.0M |
| Blair William & Co. | 0.01% | Add +10.8% | 13,248 | $2.0M |
| American Trust | 0.15% | Reduce -0.4% | 13,215 | $2.0M |
| Corundum Trust Company, INC | 5.19% | No change | 13,166 | $1.9M |
| Novak & Powell Financial Services, Inc. | 0.91% | Add +1.9% | 13,126 | $1.9M |
| C2C Wealth Management, LLC | 1.52% | Reduce -6.2% | 13,108 | $1.9M |
| GC Wealth Management RIA, LLC | 0.11% | No change | 12,998 | $1.9M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.6% | 12,911 | $1.9M |
| Mission Wealth Management, LP | 0.02% | Add +134.0% | 12,874 | $1.9M |
| Arax Advisory Partners | 0.01% | Add +141.1% | 12,873 | $1.9M |
| Accurate Wealth Management, LLC | 0.18% | Add +0.3% | 12,771 | $1.9M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -0.5% | 12,699 | $1.9M |
| Vance Wealth, LLC | 0.42% | Reduce -12.8% | 12,576 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +1.0% | 12,362 | $1.8M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -5.5% | 12,303 | $1.8M |
| Rik Saylor Financial, Inc. | 1.19% | Reduce -3.0% | 12,186 | $1.8M |
| Ritter Daniher Financial Advisory LLC / DE | 0.27% | Reduce -0.5% | 12,144 | $1.8M |
| Bangor Savings Bank | 0.13% | No change | 12,083 | $1.8M |
| Vise Technologies, Inc. | 0.02% | Add +12.0% | 12,040 | $1.8M |
| Sigma Planning Corp | 0.04% | Reduce -4.7% | 12,036 | $1.8M |
| Trust Co. of Vermont | 0.07% | — | 12,012 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +95.5% | 11,938 | $1.8M |
| Hudson Oak Wealth Advisory LLC | 1.36% | Reduce -1.6% | 11,906 | $1.8M |
| Crescent Grove Advisors, LLC | 0.15% | No change | 11,806 | $1.7M |
| Bessemer Group Inc. | 0.00% | No change | 11,738 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.6% | 11,692 | $1.7M |
| Farmers & Merchants Investments Inc. | 0.04% | Reduce -0.0% | 11,637 | $1.7M |
| SOA Wealth Advisors, LLC. | 0.29% | Reduce -2.4% | 11,586 | $1.7M |
| Berman McAleer LLC | 0.20% | Reduce -1.7% | 11,569 | $1.7M |
| Peregrine Asset Advisers, Inc. | 0.36% | Reduce -0.4% | 11,196 | $1.7M |
| Jmac Enterprises LLC | 0.28% | Reduce -50.1% | 11,149 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -9.5% | 11,113 | $1.6M |
| Stenger Family Office, LLC | 0.26% | Reduce -7.2% | 10,909 | $1.6M |
| Keel Point, LLC | 0.09% | No change | 10,638 | $1.6M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -13.9% | 10,614 | $1.6M |
| Presilium Private Wealth, LLC | 0.24% | Reduce -2.9% | 10,394 | $1.5M |
| Ramiah Investment Group | 1.17% | Add +35.7% | 10,374 | $1.5M |
| Vicus Capital | 0.10% | Reduce -6.7% | 10,283 | $1.5M |
| Citizens Financial Group Inc. | 0.02% | Add +28.1% | 10,192 | $1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -21.3% | 10,178 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | No change | 10,085 | $1.5M |
| Phillips Financial Management, LLC | 0.11% | No change | 10,082 | $1.5M |
| Clear Creek Financial Management, LLC | 0.10% | New | 10,032 | $1.5M |
| HighMark Wealth Management LLC | 0.49% | Add +7.8% | 9,998 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.7% | 9,972 | $1.5M |
| Keystone Financial Group | 0.08% | New | 9,449 | $1.4M |
| Fulton Bank, N.A. | 0.04% | Reduce -1.1% | 9,431 | $1.4M |
| Nwam LLC | 0.07% | No change | 9,391 | $1.4M |
| Genesis Private Wealth, LLC | 0.39% | No change | 9,337 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Add +9.5% | 9,185 | $1.4M |
| Pacific Financial Group Inc. | 0.64% | Reduce -1.1% | 9,054 | $1.3M |
| Savant Capital, LLC | 0.00% | Add +32.7% | 8,944 | $1.3M |
| Anderson Hoagland & Co. | 0.10% | No change | 8,966 | $1.3M |
| Simon Quick Advisors, LLC | 0.05% | No change | 8,925 | $1.3M |
| Cardiff Park Advisors, LLC | 0.10% | No change | 8,845 | $1.3M |
| Financial Partners Group, Inc | 0.13% | Reduce -0.1% | 8,844 | $1.3M |
| AMG National Trust Bank | 0.03% | Reduce -5.2% | 8,843 | $1.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -1.0% | 8,664 | $1.3M |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.4% | 8,548 | $1.3M |
| Davidson Trust Co. | 0.49% | Add +10.1% | 8,509 | $1.3M |
| Wesbanco Bank Inc. | 0.03% | Add +2.7% | 8,471 | $1.3M |
| Aspire Growth Partners LLC | 0.72% | Add +4.2% | 8,436 | $1.2M |
| TAGStone Capital, Inc. | 0.40% | Add +0.3% | 8,413 | $1.2M |
| Essex LLC | 0.19% | Reduce -0.4% | 8,306 | $1.2M |
| Compass Financial Group, Inc. (Ohio) | 0.82% | No change | 8,306 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -6.2% | 8,173 | $1.2M |
| Capital Analysts, LLC | 0.03% | Reduce -1.1% | 8,146 | $1.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | No change | 8,058 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.11% | Add +2.1% | 8,000 | $1.2M |
| Franklin Resources Inc. | 0.00% | No change | 7,993 | $1.2M |
| Keenan, LLC | 0.83% | Reduce -25.5% | 7,976 | $1.2M |
| Alpine Bank Wealth Management | 0.15% | No change | 7,910 | $1.2M |
| Wellspring Financial Advisors, LLC | 0.08% | Add +0.1% | 7,795 | $1.2M |
| JMG Financial Group, Ltd. | 0.03% | No change | 7,771 | $1.1M |
| Finley Financial, LLC | 0.46% | No change | 7,760 | $1.1M |
| Houlihan Financial Resource Group, Ltd. | 0.41% | No change | 7,727 | $1.1M |
| KLCM Advisors, Inc. | 0.09% | No change | 7,698 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | — | 7,692 | $1.1M |
| First Heartland Consultants, Inc. | 0.07% | Add +251.6% | 7,613 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.6% | 7,587 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -47.8% | 7,571 | $1.1M |
| Compound Planning, Inc. | 0.03% | Reduce -4.2% | 7,300 | $1.1M |
| Daymark Wealth Partners, LLC | 0.03% | Add +0.3% | 7,269 | $1.1M |
| Atlantic Edge Private Wealth Management, LLC | 0.22% | No change | 7,155 | $1.1M |
| Private Wealth Asset Management, LLC | 0.10% | Add +11.0% | 7,099 | $1.0M |
| Mystic Asset Management, Inc. | 0.22% | No change | 7,000 | $1.0M |
| SCS Capital Management LLC | 0.01% | Add +0.3% | 6,971 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +52.2% | 6,931 | $1.0M |
| Narwhal Capital Management | 0.07% | No change | 6,923 | $1.0M |
| Brighton Jones LLC | 0.02% | Reduce -0.6% | 6,905 | $1.0M |
| Innovative Wealth Building LLC | 0.59% | Reduce -5.1% | 6,870 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | Add +14.0% | 6,862 | $1.0M |
| Anchor Capital Advisors LLC | 0.03% | Add +66.9% | 6,828 | $1.0M |
| GLR Partners, LLC | 0.47% | Reduce -2.7% | 6,808 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +6.9% | 6,763 | $998K |
| Meridian Investment Counsel Inc. | 0.21% | No change | 6,648 | $982K |
| Venture Visionary Partners LLC | 0.03% | Add +0.1% | 6,589 | $973K |
| MainStreet Investment Advisors LLC | 0.13% | Add +0.1% | 6,573 | $971K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -0.1% | 6,565 | $970K |
| Prospera Financial Services Inc | 0.01% | Reduce -85.9% | 6,523 | $966K |
| Calamos Wealth Management LLC | 0.03% | Add +68.5% | 6,511 | $962K |
| Aft, Forsyth & Company, Inc. | 0.46% | Reduce -37.4% | 6,500 | $960K |
| Matthew Goff Investment Advisor, LLC | 0.16% | No change | 6,436 | $951K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | No change | 6,350 | $938K |
| Atria Investments, Inc | 0.01% | New | 6,343 | $937K |
| Beirne Wealth Consulting Services, LLC | 0.18% | Reduce -1.6% | 6,282 | $928K |
| Griffin Asset Management, Inc. | 0.10% | Add +0.6% | 6,221 | $919K |
| Huntington National Bank | 0.01% | Add +1.4% | 6,210 | $917K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +116.2% | 6,205 | $911K |
| StoneCrest Wealth Management, Inc. | 0.29% | Reduce -1.3% | 6,162 | $910K |
| Meridian Financial Advisors, LLC | 0.44% | Reduce -2.4% | 6,152 | $909K |
| RFG Advisory, LLC | 0.01% | Add +3.2% | 6,142 | $907K |
| Harbour Capital Advisors, LLC | 0.16% | No change | 6,080 | $891K |
| Brand Asset Management Group, Inc. | 0.19% | Add +0.4% | 5,864 | $866K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.13% | No change | 5,830 | $861K |
| Independence Bank of Kentucky | 0.10% | No change | 5,828 | $861K |
| Bay Capital Advisors, LLC | 0.46% | No change | 5,797 | $856K |
| Krilogy Financial LLC | 0.03% | Add +0.0% | 5,747 | $849K |
| Vanguard National Trust Co | 0.05% | No change | 5,656 | $836K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Reduce -27.9% | 5,634 | $832K |
| D. E. Shaw & Co. | 0.00% | New | 5,607 | $828K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -11.2% | 5,604 | $828K |
| Connecticut Wealth Management, LLC | 0.03% | No change | 5,572 | $823K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -0.2% | 5,557 | $821K |
| IFG Advisory, LLC | 0.03% | New | 5,486 | $810K |
| Private Trust Co. NA | 0.06% | Reduce -0.5% | 5,483 | $810K |
| Thomasville National Bank | 0.04% | — | 5,414 | $800K |
| PKS Advisory Services, LLC | 0.13% | Add +13.8% | 5,382 | $795K |
| Cambridge Financial Group, LLC | 0.25% | Reduce -3.5% | 5,378 | $794K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,340 | $789K |
| Cannon Financial Strategists, Inc. | 0.09% | New | 5,302 | $783K |
| Moneco Advisors, LLC | 0.05% | Add +0.7% | 5,252 | $776K |
| Greenup Street Wealth Management LLC | 0.09% | Reduce -8.3% | 5,251 | $776K |
| Fairscale Capital, LLC | 0.46% | Add +4.1% | 5,181 | $765K |
| Saxon Interests, Inc. | 0.21% | No change | 5,174 | $764K |
| Composition Wealth, LLC | 0.01% | Add +2.3% | 5,144 | $760K |
| Pinnacle Family Advisors, LLC | 0.32% | Reduce -0.3% | 5,130 | $758K |
| Cambridge Advisors Inc. | 0.13% | No change | 5,127 | $757K |
| apricus wealth, LLC | 0.36% | No change | 5,114 | $755K |
| Principal Securities, Inc. | 0.01% | Add +29.8% | 5,040 | $745K |
| Independent Financial Group, LLC | 0.01% | Reduce -7.3% | 5,034 | $744K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.8% | 5,009 | $740K |
| AE Wealth Management LLC | 0.00% | Reduce -55.2% | 4,949 | $731K |
| Kanawha Capital Management LLC | 0.05% | Reduce -2.6% | 4,923 | $727K |
| Destiny Capital Corp | 0.34% | Add +13.3% | 4,895 | $723K |
| Main Street Financial Solutions, LLC | 0.05% | Add +2.4% | 4,885 | $722K |
| American Financial & Tax Strategies Inc. | 0.33% | No change | 4,881 | $721K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.3% | 4,872 | $720K |
| Fiduciary Alliance LLC | 0.05% | Add +0.1% | 4,848 | $716K |
| Awm Capital, LLC | 0.06% | No change | 4,822 | $712K |
| Crestwood Advisors Group, LLC | 0.01% | Add +16.2% | 4,821 | $712K |
| Professional Financial Advisors, LLC | 0.12% | Add +4.3% | 4,805 | $710K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -6.5% | 4,797 | $709K |
| Strategic Blueprint, LLC | 0.04% | Reduce -4.3% | 4,796 | $709K |
| Stratos Investment Management, LLC | 0.03% | Reduce -4.3% | 4,790 | $708K |
| Purkiss Capital Advisors LLC | 0.27% | Add +21.7% | 4,760 | $703K |
| Dakota Wealth Management | 0.01% | Reduce -94.3% | 4,757 | $703K |
| MSH Capital Advisors LLC | 0.12% | No change | 4,725 | $698K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,649 | $687K |
| FC Advisory LLC | 0.18% | Reduce -1.7% | 4,636 | $685K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 4,630 | $684K |
| SageView Advisory Group, LLC | 0.02% | Add +0.5% | 4,623 | $683K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.3% | 4,618 | $682K |
| GW Henssler & Associates Ltd. | 0.03% | Reduce -19.2% | 4,588 | $678K |
| Rockbridge Investment Management, LCC | 0.05% | No change | 4,566 | $675K |
| EPG Wealth Management LLC | 0.16% | Reduce -0.9% | 4,540 | $671K |
| Flaharty Asset Management, LLC | 0.96% | Reduce -92.3% | 4,553 | $668K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.04% | No change | 4,502 | $665K |
| Montecito Bank & Trust | 0.10% | No change | 4,490 | $663K |
| American Wealth Advisors, LLC | 0.61% | Reduce -3.2% | 4,428 | $654K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.5% | 4,422 | $653K |
| Yanni & Associates Investment Advisors, LLC | 0.60% | No change | 4,400 | $650K |
| Partners Wealth Management, LLC | 0.64% | No change | 4,394 | $649K |
| Bailard, Inc. | 0.01% | No change | 4,383 | $648K |
| Triangle Securities Wealth Management | 0.13% | Add +0.1% | 4,292 | $634K |
| Cookson Peirce & Co. Inc. | 0.02% | Add +2.6% | 4,274 | $631K |
| Weinberger Asset Management, Inc | 0.20% | Reduce -4.3% | 4,250 | $628K |
| Ameritas Advisory Services, LLC | 0.01% | Add +28.0% | 4,252 | $628K |
| Naples Global Advisors, LLC | 0.04% | Add +0.0% | 4,179 | $617K |
| Ancora Advisors LLC | 0.01% | No change | 4,175 | $617K |
| First Citizens Asset Management, Inc. | 0.20% | Reduce -22.3% | 4,151 | $613K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 4,149 | $613K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.1% | 4,142 | $612K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -5.1% | 4,139 | $611K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +140.6% | 4,141 | $611K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +0.8% | 4,100 | $606K |
| XTX Topco Ltd | 0.01% | Add +64.0% | 4,081 | $603K |
| Blackston Financial Advisory Group, LLC | 0.34% | Add +0.4% | 4,072 | $601K |
| Hyundai Investments Co., Ltd. | 0.65% | Add +0.6% | 4,063 | $598K |
| First Horizon Corp. | 0.02% | Reduce -11.9% | 4,041 | $597K |
| IFG Advisors, LLC | 0.08% | No change | 4,008 | $592K |
| Silver Oak Securities, Incorporated | 0.04% | Add +4.7% | 4,001 | $591K |
| Riverbend Wealth Management, LLC | 0.30% | No change | 4,000 | $591K |
| Wolff Financial Management LLC | 0.12% | No change | 4,000 | $591K |
| Aspiriant, LLC | 0.01% | No change | 3,976 | $587K |
| MV Capital Management, Inc. | 0.05% | No change | 3,951 | $584K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -4.9% | 3,948 | $583K |
| River Street Advisors LLC | 0.17% | Reduce -0.9% | 3,877 | $573K |
| Net Worth Advisory Group | 0.14% | Reduce -88.7% | 3,866 | $571K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -3.1% | 3,853 | $569K |
| Financial Alternatives, Inc | 0.28% | No change | 3,806 | $562K |
| Claro Advisors Inc. | 0.06% | Reduce -22.5% | 3,803 | $562K |
| TrinityBridge Ltd | 0.01% | No change | 3,741 | $552K |
| Topsail Wealth Management, LLC | 0.07% | Reduce -1.0% | 3,624 | $535K |
| Laurel Oak Wealth Management, LLC | 0.08% | Reduce -1.1% | 3,601 | $532K |
| Doliver Advisors, LP | 0.12% | Reduce -0.5% | 3,594 | $531K |
| SouthState Bank Corp | 0.02% | Reduce -7.1% | 3,516 | $519K |
| Fiduciary Financial Group, LLC | 0.06% | No change | 3,515 | $519K |
| Brown Advisory Inc. | 0.00% | New | 3,506 | $518K |
| Argent Trust Co | 0.01% | Add +3.6% | 3,496 | $516K |
| Arwa LLC | 0.21% | Reduce -6.5% | 3,449 | $515K |
| Sigma Investment Counselors Inc. | 0.03% | No change | 3,482 | $514K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.9% | 3,454 | $510K |
| Ironsides Asset Advisors, LLC | 0.12% | Reduce -13.8% | 3,450 | $510K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.8% | 3,444 | $509K |
| Bank of Stockton | 0.14% | Reduce -28.3% | 3,437 | $508K |
| Goldstein Advisors, LLC | 0.05% | No change | 3,420 | $505K |
| Burke & Herbert Bank & Trust Co. | 0.12% | No change | 3,391 | $501K |
| Stonebridge Financial Group, LLC / MO | 0.33% | Add +0.1% | 3,387 | $500K |
| Liberty Wealth Management LLC | 0.06% | No change | 3,750 | $497K |
| MidAtlantic Capital Management, Inc. | 0.31% | No change | 3,344 | $494K |
| Park Place Capital Corp | 0.08% | Reduce -13.0% | 3,333 | $492K |
| Sensible Money, LLC | 0.13% | No change | 3,311 | $489K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +14.9% | 3,294 | $487K |
| Ally Invest Advisors Inc. | 0.03% | Add +0.4% | 3,289 | $486K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +36.5% | 3,273 | $484K |
| Highland Investment Advisors LLC | 0.21% | — | 3,252 | $480K |
| SlateStone Wealth, LLC | 0.04% | Add +0.0% | 3,223 | $476K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.4% | 3,207 | $474K |
| First Commonwealth Financial Corp | 0.07% | No change | 3,198 | $472K |
| Sage Financial Group Inc. | 0.03% | Reduce -2.9% | 3,193 | $472K |
| Cornerstone Planning, LLC | 0.11% | No change | 3,189 | $471K |
| DAVENPORT & Co LLC | 0.00% | No change | 3,181 | $470K |
| Boston Family Office LLC | 0.03% | Reduce -5.5% | 3,166 | $468K |
| Choreo, LLC | 0.01% | Reduce -11.6% | 3,151 | $465K |
| Crusonia Wealth Advisors LLC | 0.08% | No change | 3,126 | $462K |
| Independent Solutions Wealth Management, LLC | 0.06% | No change | 3,062 | $452K |
| First National Bank of Omaha | 0.01% | No change | 3,055 | $450K |
| Caprock Group, LLC | 0.01% | Add +44.9% | 3,034 | $448K |
| Uptick Partners, LLC | 0.07% | Reduce -6.7% | 3,014 | $445K |
| Parkside Financial Bank & Trust | 0.03% | Add +0.5% | 2,994 | $442K |
| Tenet Wealth Partners, LLC | 0.33% | — | 2,972 | $441K |
| Romano Brothers and Company | 0.04% | No change | 2,965 | $438K |
| Childress Capital Advisors, LLC | 0.07% | No change | 2,961 | $437K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.2% | 2,936 | $434K |
| Washington Trust Bank | 0.03% | No change | 2,930 | $433K |
| Panoramic Investment Advisors, LLC | 0.20% | No change | 2,900 | $428K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -15.8% | 2,880 | $425K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.7% | 2,877 | $425K |
| Nilsine Partners, LLC | 0.03% | No change | 2,870 | $424K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -2.0% | 2,869 | $424K |
| Zhang Financial LLC | 0.01% | Add +0.0% | 2,828 | $418K |
| Bridges Investment Management Inc. | 0.01% | No change | 2,814 | $416K |
| Renaissance Technologies | 0.00% | Reduce -3.5% | 2,800 | $414K |
| Callan Family Office, LLC | 0.01% | Add +56.5% | 2,770 | $409K |
| Hilltop Holdings Inc. | 0.03% | Add +1.4% | 2,768 | $409K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +6.3% | 2,758 | $407K |
| Rayburn West Financial Services LLC | 0.22% | No change | 2,750 | $406K |
| Lewis Asset Management, LLC | 0.14% | No change | 2,750 | $406K |
| Mezzasalma Advisors, LLC | 0.08% | No change | 2,727 | $403K |
| Atlas Brown,Inc. | 0.11% | Add +0.2% | 2,694 | $398K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Add +1.1% | 2,694 | $398K |
| Founders Financial Securities LLC | 0.02% | Reduce -3.0% | 2,693 | $398K |
| CRA Financial Services, LLC | 0.05% | Reduce -0.9% | 2,672 | $395K |
| Allium Financial Advisors, LLC | 0.26% | No change | 2,658 | $393K |
| Wagner Wealth Management, LLC | 0.07% | No change | 2,658 | $393K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 2,652 | $392K |
| Heartwood Wealth Advisors LLC | 0.03% | Reduce -9.8% | 2,645 | $391K |
| Willner & Heller, LLC | 0.24% | Add +0.3% | 2,637 | $390K |
| Root Financial Partners, LLC | 0.02% | Reduce -0.1% | 2,635 | $389K |
| Old Second National Bank of Aurora | 0.07% | Reduce -1.9% | 2,634 | $389K |
| Equitable Trust Co. | 0.02% | No change | 2,632 | $389K |
| Bellwether Advisors, LLC | 0.06% | Add +6.8% | 2,621 | $387K |
| KPP Advisory Services LLC | 0.05% | No change | 2,618 | $387K |
| StoneX Group Inc. | 0.02% | Reduce -31.7% | 2,612 | $386K |
| Spire Wealth Management | 0.01% | Reduce -5.8% | 2,594 | $383K |
| Aptus Capital Advisors, LLC | 0.00% | Add +12.9% | 2,593 | $383K |
| Kwmg, LLC | 0.03% | Reduce -10.4% | 2,588 | $382K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.3% | 2,576 | $381K |
| Busey Bank | 0.01% | No change | 2,549 | $377K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -21.6% | 2,532 | $374K |
| Gryphon Financial Partners LLC | 0.03% | No change | 2,528 | $373K |
| IHT Wealth Management, LLC | 0.01% | Reduce -15.7% | 2,521 | $372K |
| Bonfire Financial | 0.24% | No change | 2,515 | $372K |
| BIP Wealth, LLC | 0.01% | Add +6.4% | 2,501 | $369K |
| Renasant Bank | 0.24% | Reduce -16.7% | 2,500 | $369K |
| MKT Advisors LLC | 0.11% | No change | 2,507 | $366K |
| Savvy Advisors, Inc. | 0.01% | New | 2,465 | $364K |
| Fiduciary Trust Co | 0.00% | Reduce -3.6% | 2,459 | $363K |
| Clarity Asset Management, Inc. | 0.18% | Add +0.3% | 2,450 | $362K |
| Fayez Sarofim & Co | 0.00% | No change | 2,446 | $361K |
| Confluence Wealth Services, Inc. | 0.01% | Add +9.2% | 2,433 | $359K |
| VeraBank, N.A. | 0.06% | No change | 2,417 | $357K |
| Ritholtz Wealth Management | 0.01% | No change | 2,406 | $355K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.6% | 2,402 | $355K |
| Haverford Trust Co | 0.00% | Reduce -9.6% | 2,383 | $352K |
| Gen-Wealth Partners Inc | 0.10% | No change | 2,357 | $348K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,355 | $348K |
| Eagle Strategies LLC | 0.03% | Add +0.3% | 2,350 | $347K |
| Insight Inv LLC | 0.16% | Reduce -13.7% | 2,344 | $346K |
| Capital Square, LLC | 0.15% | Reduce -11.0% | 2,354 | $345K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 2,333 | $345K |
| Merit Financial Group, LLC | 0.00% | Reduce -12.0% | 2,331 | $344K |
| Valley National Advisers Inc. | 0.04% | No change | 2,320 | $343K |
| Portland Global Advisors LLC | 0.03% | No change | 2,312 | $342K |
| Advisors Management Group Inc. | 0.06% | No change | 2,312 | $341K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -11.5% | 2,300 | $340K |
| Pacific Excel Wealth Advisors, Inc. | 0.13% | New | 2,287 | $338K |
| Heritage Family Offices, LLP | 0.13% | Add +0.4% | 2,287 | $338K |
| Townsend Financial Planning, LLC | 0.29% | Reduce -1.1% | 2,286 | $338K |
| Brookstone Capital Management | 0.00% | Add +2.5% | 2,283 | $337K |
| Guardian Financial Partners, LLC | 0.13% | Add +0.2% | 2,272 | $336K |
| Royal Fund Management, LLC | 0.03% | New | 2,270 | $335K |
| Clientfirst Wealth Management, LLC | 0.27% | No change | 2,258 | $334K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,245 | $332K |
| Breachway Investments LLC | 0.49% | Add +3.3% | 2,220 | $328K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,218 | $328K |
| LexAurum Advisors, LLC | 0.04% | Add +15.4% | 2,197 | $325K |
| Mather Group, Llc. | 0.00% | No change | 2,195 | $324K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -5.9% | 2,172 | $320K |
| Wedmont Private Capital | 0.01% | New | 2,176 | $319K |
| Petra Financial Advisors Inc. | 0.15% | No change | 2,150 | $318K |
| VSM Wealth Advisory, LLC | 0.08% | No change | 2,148 | $317K |
| Enzi Wealth | 0.10% | No change | 2,160 | $317K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -13.7% | 2,136 | $316K |
| Blankinship & Foster, LLC | 0.06% | No change | 2,123 | $314K |
| Hilltop National Bank | 0.07% | No change | 2,116 | $313K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +4.1% | 2,107 | $311K |
| Vann Equity Management LLC | 0.19% | Reduce -22.0% | 2,101 | $310K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 2,098 | $310K |
| Retirement Planning Co of New England, Inc. | 0.11% | Reduce -0.9% | 2,095 | $310K |
| Wick Capital Partners, LLC | 0.05% | Add +0.4% | 2,069 | $306K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,068 | $306K |
| Harbour Investments, Inc. | 0.00% | Add +5.9% | 2,066 | $305K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -98.6% | 2,061 | $304K |
| Carnegie Investment Counsel | 0.01% | No change | 2,061 | $304K |
| National Bank of Canada | 0.00% | Add +0.1% | 2,056 | $303K |
| JPL Wealth Management, LLC | 0.06% | No change | 2,053 | $303K |
| International Assets Investment Management, LLC | 0.02% | No change | 2,065 | $303K |
| Lanark Financial, Inc. | 0.02% | Reduce -1.3% | 2,049 | $303K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 2,048 | $303K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 2,038 | $301K |
| Bravias Capital Group, LLC | 0.18% | Reduce -6.0% | 2,037 | $301K |
| Accredited Investors Inc. | 0.01% | Reduce -1.7% | 2,034 | $300K |
| FSA Advisors, Inc. | 0.14% | New | 2,032 | $300K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +0.3% | 2,022 | $299K |
| Earnest Partners LLC | 0.00% | Add +24.3% | 2,013 | $297K |
| Eclectic Associates Inc. | 0.03% | Reduce -2.3% | 2,000 | $295K |
| DT Investment Partners, LLC | 0.02% | No change | 2,000 | $295K |
| Apella Capital, LLC | 0.00% | No change | 2,024 | $295K |
| Mma Asset Management LLC | 0.09% | No change | 1,998 | $295K |
| Aprio Wealth Management, LLC | 0.01% | Add +0.1% | 1,996 | $295K |
| Motco | 0.03% | No change | 1,979 | $292K |
| Sunesis Advisors, LLC | 0.12% | No change | 1,977 | $292K |
| Vickerman Investment Advisors, Inc. | 0.06% | Reduce -2.8% | 1,958 | $289K |
| Cresset Asset Management, LLC | 0.00% | Add +3.6% | 1,950 | $288K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.1% | 1,949 | $288K |
| Chapin Davis, Inc. | 0.05% | No change | 1,949 | $288K |
| NorthRock Partners, LLC | 0.00% | Add +11.0% | 1,939 | $286K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -44.5% | 1,936 | $286K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | No change | 1,925 | $284K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 1,925 | $284K |
| VestGen Advisors, LLC | 0.01% | No change | 1,921 | $284K |
| Advisory Alpha, LLC | 0.01% | New | 1,919 | $284K |
| Essex Financial Services, Inc. | 0.01% | Add +0.1% | 1,914 | $283K |
| Signaturefd, LLC | 0.00% | No change | 1,912 | $282K |
| Sapient Capital LLC | 0.00% | No change | 1,910 | $282K |
| Bar Harbor Wealth Management | 0.02% | No change | 1,905 | $281K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,902 | $281K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -26.9% | 1,892 | $279K |
| Alpha Financial Advisors, LLC | 0.08% | No change | 1,887 | $279K |
| Benjamin Edwards Inc. | 0.00% | No change | 1,869 | $276K |
| Accelerate Investment Advisors LLC | 0.16% | Add +0.1% | 1,863 | $275K |
| MB Generational Wealth, LLC | 0.13% | No change | 1,814 | $268K |
| Integrity Alliance, Llc. | 0.01% | New | 1,811 | $268K |
| V2 Financial group LLC | 0.10% | No change | 1,800 | $266K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 1,800 | $266K |
| Nalls Sherbakoff Group, LLC | 0.19% | No change | 1,799 | $266K |
| Bogart Wealth, LLC | 0.01% | No change | 1,799 | $266K |
| Financial Solutions Advisory Group, Inc. | 0.03% | No change | 1,810 | $264K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.5% | 1,785 | $264K |
| Lee, Kelleher & Klein Wealth Management | 0.14% | No change | 1,772 | $262K |
| Westwood Holdings Group Inc. | 0.00% | No change | 1,770 | $261K |
| HCR Wealth Advisors | 0.02% | Add +1.6% | 1,767 | $261K |
| NWF Advisory Services Inc. | 0.02% | No change | 1,766 | $261K |
| Weil Company, Inc. | 0.05% | No change | 1,764 | $261K |
| Blue Trust, Inc. | 0.00% | Reduce -15.8% | 1,749 | $258K |
| Greenspring Advisors, LLC | 0.01% | Reduce -18.8% | 1,741 | $257K |
| Hamilton Capital, LLC | 0.01% | No change | 1,738 | $257K |
| Advisors Capital Management, LLC | 0.00% | Reduce -12.9% | 1,732 | $256K |
| Dopkins Wealth Management, LLC | 0.09% | No change | 1,732 | $256K |
| Investmark Advisory Group LLC | 0.10% | Add +0.3% | 1,729 | $255K |
| SWP Financial LLC | 0.12% | No change | 1,728 | $255K |
| Wealth Advisory Team LLC | 0.21% | — | 1,723 | $254K |
| Madden Advisory Services, Inc. | 0.09% | Reduce -6.5% | 1,720 | $254K |
| Decker Wealth Management LLC | 0.05% | No change | 1,720 | $254K |
| Friday Financial | 0.07% | No change | 1,724 | $252K |
| MBL Wealth, LLC | 0.02% | Reduce -2.9% | 1,700 | $251K |
| Aufman Associates Inc | 0.10% | Reduce -8.8% | 1,699 | $251K |
| First County Bank | 0.12% | No change | 1,696 | $251K |
| First City Capital Management, Inc. | 0.12% | No change | 1,690 | $250K |
| Clark Asset Management, LLC | 0.02% | No change | 1,684 | $249K |
| Veridan Wealth LLC | 0.09% | Reduce -50.8% | 1,677 | $248K |
| Moneywise, Inc. | 0.09% | Add +0.2% | 1,667 | $246K |
| WBH Advisory Inc. | 0.02% | Reduce -7.8% | 1,663 | $246K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.4% | 1,663 | $246K |
| Noble Wealth Partners LLC | 0.21% | — | 1,661 | $245K |
| Fidelis Capital Partners, LLC | 0.01% | Reduce -9.7% | 1,654 | $244K |
| Independent Advisor Alliance | 0.01% | Reduce -90.8% | 1,652 | $244K |
| Convergence Financial, LLC | 0.02% | New | 1,650 | $244K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,649 | $244K |
| Elm Partners Management LLC | 0.01% | Reduce -0.9% | 1,636 | $242K |
| Geneos Wealth Management Inc. | 0.00% | Add +25.1% | 1,634 | $241K |
| Baker Avenue Asset Management, LP | 0.00% | No change | 1,629 | $241K |
| Holland Advisory Services, Inc. | 0.27% | Add +0.1% | 1,627 | $240K |
| Huntleigh Advisors, Inc. | 0.03% | Reduce -18.6% | 1,620 | $239K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.8% | 1,616 | $239K |
| Buttonwood Financial Advisors Inc. | 0.07% | Reduce -2.6% | 1,615 | $239K |
| Allen Investment Management, LLC | 0.00% | No change | 1,612 | $238K |
| Sound Income Strategies, LLC | 0.01% | Reduce -7.2% | 1,604 | $237K |
| Hixon Zuercher, LLC | 0.07% | No change | 1,600 | $236K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -1.5% | 1,600 | $236K |
| Cary Street Partners Financial LLC | 0.01% | New | 1,589 | $235K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -49.9% | 1,580 | $233K |
| Cosner Financial Group, LLC | 0.12% | No change | 1,578 | $233K |
| ABLE Financial Group, LLC | 0.04% | Reduce -0.6% | 1,573 | $232K |
| Richards, Merrill & Peterson, Inc. | 0.07% | No change | 1,564 | $231K |
| Align Financial, LLC | 0.11% | No change | 1,548 | $229K |
| Private Management Group Inc. | 0.01% | No change | 1,546 | $228K |
| Fortis Capital Advisors, LLC | 0.03% | No change | 1,540 | $228K |
| Belpointe Asset Management LLC | 0.01% | No change | 1,540 | $228K |
| Dynamic Financial Group | 0.17% | No change | 1,538 | $227K |
| Christensen, King & Associates Investment Services, Inc. | 0.09% | No change | 1,535 | $227K |
| Clayton Financial Group LLC | 0.13% | Add +0.3% | 1,535 | $227K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.00% | New | 1,521 | $225K |
| BlueChip Wealth Advisors LLC | 0.08% | No change | 1,516 | $224K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 1,516 | $224K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | No change | 1,515 | $224K |
| Plan Group Financial, LLC | 0.05% | New | 1,510 | $223K |
| Simmons Bank | 0.01% | New | 1,506 | $222K |
| Virtus Wealth Solutions LLC | 0.03% | New | 1,505 | $222K |
| Wealth Preservation Advisors, LLC | 0.13% | Add +54.5% | 1,505 | $222K |
| Nicolet Bankshares Inc. | 0.01% | New | 1,500 | $222K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,496 | $221K |
| TRUE Private Wealth Advisors | 0.02% | New | 1,490 | $220K |
| Perissos Private Wealth Management, LLC | 0.15% | New | 1,489 | $220K |
| Glen Eagle Advisors, LLC | 0.03% | Add +30.8% | 1,485 | $219K |
| PFS Partners, LLC | 0.09% | Reduce -3.3% | 1,483 | $219K |
| Stephens Inc. | 0.00% | New | 1,482 | $219K |
| Hidden Cove Wealth Management, LLC | 0.12% | New | 1,477 | $218K |
| Vanguard Advisers Inc. | 0.00% | Reduce -4.5% | 1,470 | $217K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -8.4% | 1,464 | $216K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.3% | 1,448 | $214K |
| Shrier Wealth Management, LLC | 0.07% | New | 1,447 | $214K |
| Fee-Only Financial Planning, L.C. | 0.11% | New | 1,440 | $213K |
| Smithfield Trust Co | 0.01% | No change | 1,422 | $210K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 1,420 | $210K |
| Adamsbrown Wealth Consultants LLC | 0.04% | New | 1,419 | $210K |
| Strategies Wealth Advisors, LLC | 0.02% | New | 1,409 | $208K |
| Bearing Point Capital, LLC | 0.03% | New | 1,409 | $208K |
| Milestones Private Investment Advisors LLC | 0.17% | New | 1,406 | $208K |
| Foster & Motley Inc. | 0.01% | Reduce -60.5% | 1,400 | $207K |
| McCarter Private Wealth Services LLC | 0.07% | New | 1,400 | $207K |
| Grant Street Asset Management, Inc. | 0.03% | New | 1,395 | $206K |
| Wealth Architects, LLC | 0.02% | New | 1,389 | $205K |
| Investment Advisory Group, LLC | 0.04% | New | 1,387 | $205K |
| Independent Wealth Advisors LLC | 0.19% | New | 1,385 | $205K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 1,383 | $204K |
| Glenview Trust Co | 0.00% | New | 1,373 | $203K |
| Summit Asset Management, LLC | 0.03% | New | 1,372 | $203K |
| Garde Capital, Inc. | 0.01% | Reduce -20.2% | 1,371 | $203K |
| Park Avenue Securities LLC | 0.00% | New | 1,369 | $202K |
| HM Payson & Co. | 0.00% | No change | 1,367 | $202K |
| Summit Trail Advisors, LLC | 0.00% | New | 1,365 | $202K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 1,357 | $201K |
| Meeder Advisory Services, Inc. | 0.01% | New | 1,355 | $200K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,352 | $200K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,338 | $198K |
| Silicon Valley Capital Partners | 0.02% | Add +0.4% | 1,313 | $194K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.2% | 1,299 | $192K |
| Alerus Financial NA | 0.01% | No change | 1,256 | $186K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,248 | $184K |
| Meramec Financial Planners, LLC | 0.07% | Add +0.4% | 1,240 | $184K |
| Key Financial Inc | 0.03% | Reduce -13.1% | 1,190 | $176K |
| Legacy Bridge, LLC | 0.05% | No change | 1,185 | $175K |
| LRI Investments, LLC | 0.01% | No change | 1,180 | $174K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +0.3% | 1,174 | $173K |
| GAMMA Investing LLC | 0.01% | Add +108.5% | 1,174 | $173K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 1,167 | $172K |
| IMA Advisory Services, Inc. | 0.01% | Add +238.2% | 1,143 | $169K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,138 | $168K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,131 | $167K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,098 | $162K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 1,090 | $161K |
| Continuum Advisory, LLC | 0.01% | New | 1,070 | $158K |
| Towne Trust Company, N.A | 0.05% | No change | 1,062 | $157K |
| Concord Wealth Partners | 0.02% | New | 1,062 | $157K |
| CENTRAL TRUST Co | 0.00% | Add +11.0% | 1,037 | $153K |
| Prosperity Bancshares Inc | 0.10% | Add +0.8% | 1,030 | $152K |
| Assetmark, Inc. | 0.00% | Add +28.2% | 1,014 | $150K |
| Mechanics Financial Corp | 0.05% | No change | 1,004 | $148K |
| Main Street Group, LTD | 0.04% | Reduce -12.3% | 952 | $141K |
| McDonald Partners LLC | 0.03% | New | 932 | $138K |
| Front Row Advisors LLC | 0.04% | No change | 915 | $138K |
| Clearstead Trust, LLC | 0.02% | No change | 920 | $136K |
| Holos Integrated Wealth LLC | 0.06% | No change | 918 | $134K |
| S.A. Mason LLC | 0.04% | No change | 880 | $130K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -47.3% | 870 | $129K |
| High Note Wealth, LLC | 0.02% | No change | 851 | $126K |
| Kentucky Trust Co | 0.06% | No change | 850 | $126K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -5.5% | 825 | $122K |
| City Holding Co. | 0.01% | No change | 825 | $122K |
| United Community Bank | 0.04% | Reduce -31.3% | 818 | $121K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 811 | $120K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 798 | $118K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 795 | $117K |
| Acropolis Investment Management, LLC | 0.00% | Reduce -35.9% | 788 | $116K |
| Walsh & Associates, LLC | 0.09% | Reduce -3.1% | 778 | $115K |
| WealthShield Partners, LLC | 0.02% | Reduce -90.8% | 778 | $115K |
| Albion Financial Group | 0.01% | No change | 775 | $114K |
| POM Investment Strategies, LLC | 0.13% | Add +4.6% | 766 | $113K |
| Rice Partnership, LLC | 0.01% | Reduce -5.2% | 765 | $113K |
| Millstone Evans Group, LLC | 0.06% | No change | 753 | $111K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 725 | $107K |
| NBT Bank, N.A. | 0.01% | Add +4.6% | 685 | $101K |
| Milestone Investment Advisors LLC | 0.02% | No change | 669 | $99K |
| Western Pacific Wealth Management, LP | 0.09% | No change | 668 | $99K |
| Center for Financial Planning, Inc. | 0.01% | No change | 660 | $98K |
| Financial Life Planners | 0.06% | Add +0.3% | 632 | $93K |
| Rothschild Investment LLC | 0.00% | Reduce -19.2% | 630 | $93K |
| Colonial Trust Co / SC | 0.01% | No change | 623 | $92K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 600 | $89K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -7.4% | 599 | $88K |
| SIMA Wealth Partners, LLC | 0.06% | Reduce -4.8% | 590 | $87K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 585 | $86K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 516 | $76K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 515 | $76K |
| Burkett Financial Services, LLC | 0.02% | Add +0.4% | 513 | $76K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 506 | $75K |
| Napier Financial, LLC | 0.02% | Add +0.6% | 493 | $73K |
| Piscataqua Savings Bank | 0.05% | No change | 474 | $70K |
| Glassman Wealth Services | 0.01% | New | 472 | $70K |
| Abound Wealth Management | 0.01% | No change | 469 | $69K |
| Breakwater Investment Management | 0.02% | No change | 463 | $68K |
| Tidemark, LLC | 0.02% | No change | 462 | $68K |
| Birchwood Financial Partners, Inc. | 0.06% | Add +0.4% | 462 | $68K |
| Centennial Bank | 0.02% | No change | 450 | $66K |
| Angeles Wealth Management, LLC | 0.00% | New | 450 | $66K |
| Wolff Wiese Magana LLC | 0.03% | No change | 440 | $65K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +1.4% | 432 | $64K |
| Triumph Capital Management | 0.01% | Add +0.2% | 431 | $64K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 430 | $64K |
| Tsfg, LLC | 0.01% | No change | 424 | $63K |
| Johnson Financial Group, Inc. | 0.00% | Add +7.8% | 415 | $61K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -40.2% | 409 | $60K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.8% | 404 | $60K |
| Quent Capital, LLC | 0.00% | No change | 401 | $59K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 386 | $57K |
| Rialto Wealth Management, LLC | 0.01% | No change | 382 | $56K |
| Cornerstone Financial Management LLC | 0.04% | Reduce -7.3% | 380 | $56K |
| Synergy Investment Management, LLC | 0.01% | Reduce -1.9% | 360 | $53K |
| American National Bank & Trust | 0.00% | Reduce -11.9% | 354 | $52K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -36.4% | 348 | $51K |
| Howe & Rusling Inc. | 0.00% | Add +94.3% | 342 | $50K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -30.3% | 340 | $50K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 304 | $45K |
| Golden State Wealth Management, LLC | 0.00% | No change | 300 | $44K |
| Colonial Trust Advisors | 0.00% | No change | 289 | $43K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -91.8% | 286 | $42K |
| WealthCollab, LLC | 0.02% | No change | 284 | $42K |
| Creative Financial Designs Inc. | 0.00% | Reduce -13.1% | 272 | $40K |
| Capital Investment Counsel, Inc | 0.00% | No change | 266 | $39K |
| Financial Perspectives, Inc | 0.01% | No change | 262 | $39K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 251 | $37K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 249 | $37K |
| Signature Equity Partners, LLC | 0.02% | No change | 246 | $36K |
| BankPlus Trust Department | 0.01% | No change | 246 | $36K |
| Palouse Capital Management, Inc. | 0.02% | No change | 244 | $36K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 237 | $35K |
| Bullock Wealth Management Group | 0.02% | Add +0.4% | 236 | $35K |
| CX Institutional | 0.00% | Add +0.4% | 232 | $34K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -56.8% | 221 | $33K |
| Quaker Wealth Management, LLC | 0.01% | No change | 220 | $33K |
| Caitlin John, LLC | 0.02% | No change | 217 | $32K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.5% | 213 | $32K |
| Institute for Wealth Management, LLC. | 0.00% | New | 207 | $31K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | No change | 206 | $30K |
| Merrithew & Thorsten Inc | 0.03% | Add +0.5% | 204 | $30K |
| Sankala Group LLC | 0.02% | No change | 200 | $30K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 202 | $30K |
| Orion Capital Management LLC | 0.01% | No change | 200 | $30K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 192 | $28K |
| North Star Investment Management Corp. | 0.00% | No change | 187 | $28K |
| Dunhill Financial, LLC | 0.01% | Add +0.5% | 185 | $27K |
| SHP Wealth Management | 0.00% | Add +33.8% | 182 | $27K |
| Union Savings Bank | 0.01% | No change | 176 | $26K |
| Key Capital Management, INC | 0.01% | No change | 172 | $25K |
| Anchor Investment Management, LLC | 0.00% | No change | 165 | $24K |
| Avalon Trust Co | 0.00% | New | 164 | $24K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 155 | $23K |
| Piedmont Capital Management, LLC | 0.01% | No change | 152 | $22K |
| Pacific Center for Financial Services | 0.00% | No change | 148 | $22K |
| Regatta Research & Money Management | 0.02% | — | 140 | $21K |
| Sittner & Nelson, LLC | 0.01% | No change | 139 | $21K |
| Darwin Wealth Management, LLC | 0.01% | No change | 138 | $20K |
| Imprint Wealth LLC | 0.08% | No change | 138 | $20K |
| StrongBox Wealth, LLC | 0.01% | New | 137 | $20K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 128 | $19K |
| Rossby Financial, LCC | 0.00% | Add +2000.0% | 126 | $19K |
| Grove Bank & Trust | 0.00% | No change | 126 | $19K |
| Graney & King, LLC | 0.01% | New | 124 | $18K |
| Sterling Capital Management LLC | 0.00% | Reduce -9.5% | 124 | $18K |
| Kingdom Financial Group LLC. | 0.00% | New | 120 | $18K |
| Pacifica Partners Inc. | 0.01% | No change | 115 | $17K |
| Monetary Solutions, Ltd | 0.01% | No change | 105 | $16K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 102 | $15K |
| Beacon Financial Strategies CORP | 0.01% | No change | 98 | $14K |
| Archer Investment Corp | 0.00% | No change | 98 | $14K |
| Strive Financial Group ,LLC | 0.01% | No change | 97 | $14K |
| Steph & Co. | 0.00% | No change | 97 | $14K |
| Zions Bancorporation, National Association | 0.00% | No change | 92 | $14K |
| Evermay Wealth Management LLC | 0.00% | No change | 88 | $13K |
| Tompkins Financial Corp. | 0.00% | No change | 88 | $13K |
| CoreFirst Bank & Trust | 0.01% | No change | 84 | $12K |
| Burk Holdings LLC | 0.00% | No change | 80 | $12K |
| Noble Wealth Management PBC | 0.01% | No change | 79 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 78 | $12K |
| Balentine LLC | 0.00% | No change | 73 | $11K |
| Sawyer & Company, Inc | 0.00% | No change | 71 | $10K |
| Tucker Asset Management LLC | 0.00% | New | 70 | $10K |
| Atlas Capital Advisors Inc. | 0.00% | New | 70 | $10K |
| 3 Factor Indexing, LLC | 0.01% | Reduce -65.0% | 63 | $9K |
| CNB Bank | 0.00% | No change | 61 | $9K |
| Timbuktu Capital Management, LLC | 0.01% | — | 52 | $8K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 50 | $7K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +118.2% | 48 | $7K |
| Fortitude Family Office, LLC | 0.00% | No change | 47 | $7K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 46 | $7K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 42 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 40 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 37 | $5K |
| New Republic Capital, LLC | 0.00% | New | 33 | $5K |
| Chung Wu Investment Group, LLC | 0.00% | No change | 32 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 21 | $3K |
| SYM FINANCIAL Corp | 0.00% | New | 21 | $3K |
| Bank of New Hampshire | 0.00% | No change | 15 | $2K |
| Fairman Group, LLC | 0.00% | New | 13 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 11 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 11 | $2K |
| Chilton Capital Management LLC | 0.00% | Reduce -70.6% | 10 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 5 | $739 |
| Fiduciary Financial Advisors | 0.00% | New | 3 | $443 |
| Kings Path Partners LLC | 0.00% | No change | 2 | $325 |
"% 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.