iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q1 2024 (March 31)834holders
3famous investors
$91.23avg. 13F price*
At the end of Q1 2024, 834 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings. The largest holders were Wells Fargo & Company ($662.1M), Morgan Stanley ($608.2M) and FMR LLC ($345.7M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares S&P Mid-Cap 400 Grow
- CUSIP
- 464287606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $75.0M |
| Exits | 44 | $141.0M |
Ownership 834 holders
| Wells Fargo & Company | 0.18% | Reduce -7.0% | 7,255,430 | $662.1M |
| Morgan Stanley | 0.05% | Add +0.1% | 6,665,103 | $608.2M |
| FMR LLC | 0.02% | Add +0.5% | 3,788,156 | $345.7M |
| Bank of America Corp. | 0.03% | Reduce -5.0% | 3,533,566 | $322.4M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -0.5% | 3,403,082 | $310.5M |
| Main Management ETF Advisors, LLC | 13.88% | Add +3.5% | 2,877,600 | $262.6M |
| Captrust Financial Advisors | 0.84% | Add +13.1% | 2,516,685 | $229.6M |
| UBS Group AG | 0.07% | Add +4.2% | 2,161,497 | $197.2M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -0.5% | 1,932,684 | $176.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.9% | 1,569,124 | $143.2M |
| Financial Engines Advisors L.L.C. | 0.32% | Reduce -5.2% | 1,553,671 | $141.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -9.3% | 1,392,029 | $127.3M |
| LPL Financial LLC | 0.06% | Reduce -3.5% | 1,177,022 | $107.4M |
| Raymond James & Associates | 0.07% | Add +16.5% | 1,154,434 | $105.3M |
| D.A. Davidson & Co. | 0.81% | Reduce -0.8% | 982,900 | $89.7M |
| Northern Trust Corp. | 0.01% | Add +4.5% | 910,821 | $83.1M |
| Main Management LLC | 6.55% | Add +0.3% | 841,507 | $76.8M |
| Midland Wealth Advisors, LLC | 4.67% | Add +2.6% | 830,320 | $75.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.1% | 818,624 | $74.7M |
| MAI Capital Management | 0.73% | Add +1.3% | 767,297 | $70.0M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +1.5% | 762,922 | $69.6M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -11.9% | 733,318 | $66.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.0% | 688,987 | $62.9M |
| Royal Bank of Canada | 0.01% | Add +20.3% | 665,675 | $60.7M |
| Keybank National Association | 0.23% | Reduce -0.6% | 612,657 | $55.9M |
| Willis Johnson & Associates, Inc. | 4.82% | Add +0.9% | 607,670 | $55.4M |
| Bank of Montreal | 0.02% | Reduce -5.4% | 585,874 | $53.6M |
| Wilmington Savings Fund Society, FSB | 1.90% | — | 542,997 | $49.5M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Reduce -3.1% | 522,256 | $47.7M |
| Truist Financial Corp. | 0.07% | Reduce -5.7% | 499,992 | $45.6M |
| Bokf, NA | 0.81% | Reduce -1.9% | 488,300 | $44.4M |
| HighTower Advisors, LLC | 0.07% | Add +7.0% | 485,948 | $44.4M |
| Lido Advisors, LLC | 0.39% | Add +88.8% | 480,363 | $43.8M |
| Joel Isaacson & Co., LLC | 2.40% | Add +2.0% | 479,510 | $43.8M |
| Cerity Partners LLC | 0.11% | Add +0.9% | 454,773 | $41.5M |
| Regions Financial Corp. | 0.31% | Reduce -2.4% | 447,678 | $40.9M |
| Cetera Investment Advisers | 0.08% | Add +266.6% | 363,889 | $33.2M |
| Steward Partners Investment Advisory, LLC | 0.33% | Add +20.0% | 328,452 | $30.0M |
| Christopher J. Hasenberg, Inc | 14.57% | New | 325,177 | $29.7M |
| Mariner, LLC | 0.06% | Add +20.8% | 323,353 | $29.5M |
| AlTi Global, Inc. | 0.79% | Reduce -2.7% | 310,123 | $28.3M |
| Salomon & Ludwin, LLC | 2.42% | Reduce -1.7% | 308,209 | $28.1M |
| World Investment Advisors | 3.94% | Reduce -24.0% | 301,416 | $27.5M |
| Savant Capital, LLC | 0.30% | Reduce -2.0% | 286,091 | $26.1M |
| Osaic Holdings, Inc. | 0.05% | Reduce -28.1% | 257,331 | $23.5M |
| Rockefeller Capital Management L.P. | 0.07% | Add +2.4% | 251,292 | $22.9M |
| 1834 Investment Advisors Co. | 2.62% | Reduce -13.2% | 241,242 | $22.0M |
| Capital Advisors, Ltd. LLC | 2.82% | Add +1.1% | 236,809 | $21.6M |
| Courier Capital LLC | 1.55% | Add +0.5% | 234,492 | $21.4M |
| Stifel Financial Corp. | 0.02% | Reduce -4.8% | 231,610 | $21.1M |
| SPC Financial, Inc. | 1.95% | Reduce -0.0% | 227,421 | $20.8M |
| Jmac Enterprises LLC | 3.77% | Add +6.7% | 222,200 | $20.3M |
| Inspirion Wealth Advisors, LLC | 3.27% | Add +1.9% | 216,958 | $19.8M |
| Comerica Bank | 0.08% | Reduce -2.5% | 207,362 | $18.9M |
| Baird Financial Group, Inc. | 0.04% | Add +2.7% | 197,880 | $18.1M |
| Cassaday & Co Wealth Management LLC | 0.55% | Reduce -1.3% | 184,240 | $16.8M |
| Hudson Capital Management LLC | 5.98% | Reduce -1.0% | 183,290 | $16.7M |
| Duff & Phelps Investment Management Co. | 0.19% | No change | 174,280 | $15.9M |
| Creative Planning | 0.02% | Reduce -7.9% | 165,227 | $15.1M |
| Integrated Wealth Concepts LLC | 0.21% | Reduce -0.3% | 162,351 | $14.8M |
| Texas Yale Capital Corp. | 0.66% | Reduce -0.0% | 161,803 | $14.8M |
| Blue Edge Capital, LLC | 2.46% | Add +3.9% | 161,545 | $14.7M |
| Sterling Financial Planning, Inc. | 5.87% | Reduce -0.2% | 158,735 | $14.5M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -15.3% | 156,972 | $14.3M |
| First Merchants Corp. | 1.05% | Reduce -17.0% | 152,703 | $13.9M |
| Ifrah Financial Services, Inc. | 3.89% | Reduce -0.5% | 151,963 | $13.9M |
| Fifth Third Bancorp | 0.05% | Reduce -10.5% | 150,178 | $13.7M |
| US Bancorp \de | 0.02% | Add +19.4% | 149,207 | $13.6M |
| GHP Investment Advisors, Inc. | 0.67% | Reduce -0.8% | 148,099 | $13.5M |
| Jones Financial Companies LLLP | 0.02% | Add +0.8% | 141,699 | $12.9M |
| Cullen/Frost Bankers, Inc. | 0.18% | Add +12.5% | 136,721 | $12.5M |
| Clear Creek Financial Management, LLC | 1.42% | Reduce -27.2% | 121,362 | $11.1M |
| SOA Wealth Advisors, LLC. | 2.25% | Reduce -2.1% | 119,038 | $10.9M |
| Etfidea, LLC | 3.64% | Add +0.2% | 117,087 | $10.7M |
| Moneta Group Investment Advisors LLC | 0.17% | Add +64.4% | 116,711 | $10.6M |
| HSBC Holdings PLC | 0.01% | Reduce -0.7% | 110,416 | $10.1M |
| Broadview Financial Management, LLC | 7.03% | Reduce -1.1% | 105,774 | $9.7M |
| Greenup Street Wealth Management LLC | 2.37% | Reduce -14.9% | 103,287 | $9.4M |
| Mill Creek Capital Advisors, LLC | 0.25% | Reduce -2.8% | 102,732 | $9.4M |
| Citigroup Inc. | 0.01% | Add +7.8% | 102,030 | $9.3M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -0.3% | 95,206 | $8.7M |
| Callan Family Office, LLC | 1.96% | Reduce -0.1% | 91,469 | $8.3M |
| Associated Banc-Corp | 0.26% | Add +2.0% | 90,790 | $8.3M |
| Private Advisor Group, LLC | 0.06% | Reduce -1.6% | 90,169 | $8.2M |
| JFS Wealth Advisors, LLC | 0.64% | Add +21.7% | 88,848 | $8.1M |
| Greenleaf Trust | 0.07% | Reduce -5.7% | 87,450 | $8.0M |
| Mgo One Seven LLC | 0.41% | Add +44.8% | 86,022 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -54.7% | 82,866 | $7.6M |
| Mechanics Bank Trust Department | 1.10% | Reduce -0.2% | 81,936 | $7.5M |
| First Personal Financial Services | 1.72% | Reduce -2.4% | 81,470 | $7.4M |
| Bryn Mawr Trust Advisors, LLC | 0.42% | Reduce -2.4% | 81,312 | $7.4M |
| Goelzer Investment Management, Inc. | 0.41% | Reduce -1.7% | 79,246 | $7.2M |
| JNBA Financial Advisors | 0.75% | Reduce -3.4% | 78,320 | $7.1M |
| Coldstream Capital Management Inc. | 0.18% | Reduce -2.1% | 76,683 | $7.0M |
| First Hawaiian Bank | 0.22% | Reduce -18.1% | 76,543 | $7.0M |
| Focus Partners Wealth | 0.06% | Add +626.5% | 76,316 | $7.0M |
| Corient Private Wealth LP | 0.01% | Reduce -34.3% | 75,840 | $6.9M |
| Centerpoint Advisors, LLC | 2.58% | Reduce -2.9% | 75,450 | $6.9M |
| Oldfather Financial Services, LLC | 2.67% | Add +2.1% | 71,022 | $6.5M |
| First Citizens Financial Corp | 3.81% | Reduce -0.2% | 70,300 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +432.2% | 68,050 | $6.2M |
| Rodgers & Associates, LTD | 0.79% | Reduce -7.0% | 67,131 | $6.1M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +3.9% | 65,724 | $6.0M |
| M&T Bank Corp | 0.02% | Add +3.2% | 65,068 | $5.9M |
| Sigma Planning Corp | 0.19% | Add +143.2% | 64,579 | $5.9M |
| Guidance Point Advisors, LLC | 1.92% | Add +0.1% | 62,012 | $5.7M |
| Sandy Spring Bank | 0.25% | Add +29.6% | 60,859 | $5.6M |
| Asset Management Group, Inc. | 0.83% | Add +0.0% | 59,796 | $5.5M |
| Sunbelt Securities, Inc. | 0.61% | Add +7.0% | 59,761 | $5.5M |
| Equitable Holdings, Inc. | 0.06% | Add +41.4% | 58,306 | $5.3M |
| AE Wealth Management LLC | 0.06% | Reduce -38.7% | 58,051 | $5.3M |
| HB Wealth Management, LLC | 0.07% | Add +5.4% | 57,702 | $5.3M |
| McAlister, Sweet & Associates, Inc. | 4.12% | Add +17.8% | 57,517 | $5.2M |
| Fulton Breakefield Broenniman LLC | 0.39% | Reduce -2.4% | 55,193 | $5.0M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -0.7% | 54,770 | $5.0M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -2.5% | 54,665 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -36.5% | 54,654 | $5.0M |
| Estate Counselors, LLC | 0.57% | Add +171.0% | 54,475 | $5.0M |
| Prospera Financial Services Inc | 0.15% | New | 54,440 | $5.0M |
| Becker Capital Management Inc. | 0.17% | No change | 53,772 | $4.9M |
| Perkins Coie Trust Co | 1.13% | Reduce -1.1% | 52,811 | $4.8M |
| Brightwater Advisory LLC | 3.71% | Reduce -2.7% | 50,598 | $4.6M |
| Ashton Thomas Private Wealth, LLC | 0.26% | Reduce -2.0% | 50,349 | $4.6M |
| Weinberger Asset Management, Inc | 2.19% | Reduce -4.7% | 49,666 | $4.5M |
| Slow Capital, Inc. | 0.72% | Add +0.4% | 49,451 | $4.5M |
| Regency Capital Management Inc.\DE | 2.82% | Reduce -0.1% | 48,479 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.0% | 46,833 | $4.3M |
| Signature Estate & Investment Advisors LLC | 0.12% | Reduce -16.3% | 45,990 | $4.2M |
| LTG Capital LLC | 3.54% | Reduce -0.6% | 43,999 | $4.1M |
| 9258 Wealth Management, LLC | 0.64% | Reduce -2.6% | 44,925 | $4.1M |
| Cranbrook Wealth Management, LLC | 1.03% | Reduce -8.8% | 44,464 | $4.1M |
| Circle Wealth Management, LLC | 0.10% | No change | 44,000 | $4.0M |
| BKM Wealth Management, LLC | 1.71% | Reduce -0.3% | 43,652 | $4.0M |
| Neumann Capital Management, LLC | 1.38% | Reduce -1.1% | 42,340 | $3.9M |
| UMB Bank, n.a. | 0.06% | Reduce -2.5% | 41,815 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.8% | 41,366 | $3.8M |
| Performance Wealth Partners, LLC | 0.16% | Reduce -10.1% | 41,096 | $3.8M |
| Global Retirement Partners, LLC | 0.14% | Add +22.1% | 40,874 | $3.7M |
| Tritonpoint Wealth, LLC | 0.38% | Add +4.3% | 50,841 | $3.7M |
| Pathstone Holdings, LLC | 0.02% | Add +5.0% | 39,553 | $3.6M |
| Pacific Financial Group Inc. | 2.44% | Add +1.9% | 38,762 | $3.5M |
| Flow Traders U.S. LLC | 0.19% | New | 38,635 | $3.5M |
| Financial Advocates Investment Management | 0.20% | Reduce -4.3% | 37,976 | $3.5M |
| Per Stirling Capital Management, LLC. | 0.58% | New | 37,843 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.4% | 34,684 | $3.4M |
| Cresset Asset Management, LLC | 0.02% | Add +23.4% | 36,177 | $3.3M |
| DDFG, Inc | 1.04% | Reduce -44.2% | 35,768 | $3.3M |
| Financial Counselors Inc. | 0.05% | Reduce -0.4% | 34,360 | $3.1M |
| Trail Ridge Investment Advisors, LLC | 1.77% | Add +3.8% | 34,248 | $3.1M |
| Embree Financial Group | 0.61% | Add +0.0% | 34,230 | $3.1M |
| Smith Shellnut Wilson LLC | 1.64% | Reduce -3.1% | 33,972 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | New | 33,847 | $3.1M |
| Retirement Planning Group, LLC | 0.23% | Reduce -1.4% | 32,693 | $3.0M |
| Soltis Investment Advisors LLC | 0.33% | Add +5.2% | 32,639 | $3.0M |
| Commerce Bank | 0.02% | Reduce -0.7% | 32,140 | $2.9M |
| Segment Wealth Management, LLC | 0.22% | No change | 31,700 | $2.9M |
| Dumont & Blake Investment Advisors LLC | 0.83% | Add +0.5% | 31,587 | $2.9M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -13.4% | 31,275 | $2.9M |
| Watchman Group, Inc. | 0.86% | Add +5.3% | 31,236 | $2.9M |
| Blair William & Co. | 0.01% | Add +0.6% | 31,081 | $2.8M |
| TD Private Client Wealth LLC | 0.09% | Add +10.2% | 30,406 | $2.8M |
| Dorsey Wright & Associates | 0.72% | Reduce -13.3% | 30,096 | $2.7M |
| Ironwood Financial, llc | 0.62% | Reduce -0.4% | 29,450 | $2.7M |
| GC Wealth Management RIA, LLC | 0.53% | New | 29,244 | $2.7M |
| Clearstead Advisors, LLC | 0.13% | Reduce -2.4% | 29,342 | $2.6M |
| Fifth Third Securities, Inc. | 0.25% | Reduce -0.7% | 28,653 | $2.6M |
| Oppenheimer & Co. Inc. | 0.04% | Add +1.4% | 28,628 | $2.6M |
| Stordahl Capital Management, Inc. | 0.65% | Reduce -1.5% | 28,406 | $2.6M |
| Vance Wealth, LLC | 1.03% | Reduce -4.4% | 28,383 | $2.6M |
| Strategic Wealth Partners Group, LLC | 0.28% | Add +521.6% | 28,269 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -26.1% | 27,829 | $2.5M |
| Advisory Services Network, LLC | 0.06% | Reduce -3.6% | 27,643 | $2.5M |
| Spire Wealth Management | 0.05% | Add +1.1% | 27,393 | $2.5M |
| Farther Finance Advisors, LLC | 0.15% | Add +9.8% | 27,148 | $2.5M |
| United Bank | 0.29% | Add +47.0% | 26,919 | $2.5M |
| Csenge Advisory Group | 0.14% | Reduce -0.2% | 26,856 | $2.5M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.61% | Add +1.2% | 26,831 | $2.4M |
| Triangle Securities Wealth Management | 0.69% | Add +2.2% | 26,622 | $2.4M |
| One Capital Management, LLC | 0.09% | Reduce -2.8% | 26,132 | $2.4M |
| Ullmann Wealth Partners Group, LLC | 0.34% | Reduce -0.8% | 24,983 | $2.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.7% | 24,730 | $2.2M |
| Raymond James Trust N.A. | 0.05% | Add +11.1% | 24,122 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -6.3% | 23,879 | $2.2M |
| Park Place Capital Corp | 0.78% | Reduce -0.3% | 23,749 | $2.2M |
| Maltin Wealth Management, Inc. | 1.20% | Add +14.6% | 23,374 | $2.1M |
| Farmers & Merchants Investments Inc. | 0.07% | Add +0.1% | 23,271 | $2.1M |
| Sandler Capital Management | 0.26% | Reduce -54.0% | 23,000 | $2.1M |
| Platte River Wealth Advisors, LLC | 0.60% | Reduce -5.6% | 22,971 | $2.1M |
| Codex Capital, L.L.C. | 1.00% | No change | 22,500 | $2.1M |
| Alesco Advisors, LLC, An ESL Co | 0.07% | No change | 22,352 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +16.4% | 22,321 | $2.0M |
| Atria Investments, Inc | 0.03% | Add +11.3% | 22,255 | $2.0M |
| Fifth Third Wealth Advisors LLC | 0.31% | New | 22,025 | $2.0M |
| Franklin Resources Inc. | 0.00% | Reduce -2.0% | 21,765 | $2.0M |
| Darrow Company, Inc. | 1.29% | Reduce -19.2% | 21,650 | $2.0M |
| PFG Advisors | 0.14% | Reduce -0.0% | 21,637 | $2.0M |
| STAR Financial Bank | 1.65% | Add +1.1% | 21,146 | $1.9M |
| Aft, Forsyth & Company, Inc. | 1.10% | Add +0.0% | 21,137 | $1.9M |
| Roman Butler Fullerton & Co. | 0.72% | New | 22,490 | $1.9M |
| Bessemer Group Inc. | 0.00% | Reduce -31.0% | 20,890 | $1.9M |
| Glass Jacobson Investment Advisors llc | 0.71% | Add +0.5% | 20,787 | $1.9M |
| Rehmann Capital Advisory Group | 0.14% | Reduce -6.9% | 20,703 | $1.9M |
| Tiemann Investment Advisors, LLC | 0.84% | Reduce -1.1% | 20,696 | $1.9M |
| Wellspring Financial Advisors, LLC | 0.30% | Add +0.1% | 20,657 | $1.9M |
| Bank of Stockton | 0.58% | Reduce -5.7% | 20,620 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +0.7% | 20,587 | $1.9M |
| Davis Investment Partners, LLC | 0.81% | Reduce -1.8% | 20,860 | $1.9M |
| Foundation Wealth Management, LLC | 1.49% | Reduce -6.4% | 19,994 | $1.8M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -0.7% | 19,916 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Add +28.0% | 19,771 | $1.8M |
| First Western Trust Bank | 0.08% | Reduce -1.6% | 19,577 | $1.8M |
| C2C Wealth Management, LLC | 1.76% | Add +0.7% | 19,422 | $1.8M |
| Atlas Brown,Inc. | 0.64% | Reduce -7.6% | 19,186 | $1.8M |
| Ritter Daniher Financial Advisory LLC / DE | 0.57% | Add +25.1% | 19,037 | $1.7M |
| Peregrine Asset Advisers, Inc. | 0.69% | Reduce -1.4% | 18,837 | $1.7M |
| Renasant Bank | 1.22% | No change | 18,742 | $1.7M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -0.6% | 18,714 | $1.7M |
| First Heartland Consultants, Inc. | 0.18% | Reduce -34.0% | 18,675 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +41.3% | 18,533 | $1.7M |
| First Horizon Advisors, Inc. | 0.05% | Reduce -7.6% | 18,232 | $1.7M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.0% | 17,808 | $1.6M |
| Roberts Financial Services LLC | 0.33% | Reduce -8.7% | 17,529 | $1.6M |
| Kingsview Wealth Management, LLC | 0.04% | Add +4.3% | 17,478 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -1.0% | 17,448 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +40.7% | 17,243 | $1.6M |
| Moneco Advisors, LLC | 0.25% | Add +10.7% | 17,215 | $1.6M |
| Allegheny Financial Group | 0.48% | Reduce -1.7% | 17,125 | $1.6M |
| Trust Co. of Vermont | 0.09% | Add +5.0% | 16,910 | $1.5M |
| Waverly Advisors, LLC | 0.04% | New | 16,862 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | No change | 16,796 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -88.3% | 16,733 | $1.5M |
| Heck Capital Advisors, LLC | 0.23% | Add +1.1% | 16,522 | $1.5M |
| River Wealth Advisors LLC | 0.22% | Reduce -1.6% | 16,520 | $1.5M |
| Operose Advisors LLC | 0.51% | New | 16,404 | $1.5M |
| Anderson Hoagland & Co. | 0.17% | No change | 16,582 | $1.5M |
| Ellis Investment Partners, LLC | 0.32% | Reduce -0.9% | 16,009 | $1.5M |
| Somerset Group LLC | 1.37% | Add +0.5% | 15,972 | $1.5M |
| Dana Investment Advisors, Inc. | 0.05% | Add +4.9% | 15,902 | $1.5M |
| Vicus Capital | 0.13% | Add +14.9% | 15,847 | $1.4M |
| TAGStone Capital, Inc. | 0.84% | Add +0.4% | 15,725 | $1.4M |
| Kozak & Associates, Inc. | 0.38% | Add +0.3% | 15,774 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -0.1% | 15,583 | $1.4M |
| International Assets Investment Management, LLC | 0.15% | Reduce -2.9% | 15,499 | $1.4M |
| Private Trust Co. NA | 0.15% | Reduce -3.9% | 15,414 | $1.4M |
| Clarus Wealth Advisors | 0.79% | New | 15,748 | $1.4M |
| Patten Group, Inc. | 0.34% | Add +13.6% | 15,281 | $1.4M |
| Verdence Capital Advisors LLC | 0.13% | No change | 15,245 | $1.4M |
| NTV Asset Management LLC | 0.21% | Reduce -10.2% | 15,120 | $1.4M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -16.1% | 14,887 | $1.4M |
| Atlas Private Wealth Management, LLC | 0.57% | Add +8.7% | 14,884 | $1.4M |
| CreativeOne Wealth, LLC | 0.05% | Add +6.9% | 14,604 | $1.3M |
| Columbia Bank | 0.54% | — | 14,503 | $1.3M |
| LBMC Investment Advisors, LLC | 0.11% | Reduce -0.3% | 14,458 | $1.3M |
| Family Firm, Inc. | 0.32% | Reduce -2.4% | 14,421 | $1.3M |
| AMG National Trust Bank | 0.04% | Add +0.1% | 14,418 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -0.8% | 14,233 | $1.3M |
| Carmichael Hill & Associates, Inc. | 0.53% | Reduce -1.5% | 14,230 | $1.3M |
| Grey Ledge Advisors, LLC | 0.36% | Reduce -38.3% | 14,098 | $1.3M |
| Prudential Financial Inc. | 0.00% | Add +74.9% | 14,011 | $1.3M |
| Whittier Trust Co. | 0.02% | Add +0.0% | 13,996 | $1.3M |
| Meridian Wealth Management, LLC | 0.21% | Reduce -7.5% | 13,847 | $1.3M |
| YHB Investment Advisors, Inc. | 0.11% | Reduce -8.4% | 13,837 | $1.3M |
| Pittenger & Anderson Inc. | 0.05% | No change | 13,800 | $1.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.53% | Reduce -5.5% | 13,690 | $1.2M |
| WealthShield Partners, LLC | 0.20% | Reduce -4.8% | 13,682 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.9% | 13,650 | $1.2M |
| Bragg Financial Advisors, Inc | 0.06% | Reduce -1.9% | 13,627 | $1.2M |
| Schechter Investment Advisors, LLC | 0.09% | New | 13,615 | $1.2M |
| IHT Wealth Management, LLC | 0.05% | Reduce -6.0% | 13,527 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | No change | 13,268 | $1.2M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -8.7% | 13,211 | $1.2M |
| Mowery & Schoenfeld Wealth Management, LLC | 2.32% | No change | 13,200 | $1.2M |
| Horizon Family Wealth, Inc. | 0.93% | New | 13,155 | $1.2M |
| CX Institutional | 0.06% | Add +5.8% | 12,867 | $1.2M |
| Country Club Bank | 0.08% | No change | 12,817 | $1.2M |
| Marquette Associates, Inc. | 0.83% | Add +1084.7% | 12,795 | $1.2M |
| Fulton Bank, N.A. | 0.05% | Reduce -5.3% | 12,412 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.64% | Add +1.0% | 12,411 | $1.1M |
| Principal Securities, Inc. | 0.04% | Reduce -0.4% | 12,374 | $1.1M |
| Summit Trail Advisors, LLC | 0.03% | Add +0.1% | 12,348 | $1.1M |
| Front Row Advisors LLC | 0.42% | No change | 12,284 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Add +20.9% | 12,206 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -4.3% | 12,135 | $1.1M |
| RKL Wealth Management LLC | 0.11% | Add +0.1% | 11,972 | $1.1M |
| Acas, LLC | 1.05% | Reduce -1.0% | 11,906 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Add +19.1% | 11,899 | $1.1M |
| Laurel Wealth Advisors LLC | 0.18% | Reduce -4.0% | 11,706 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +23.6% | 12,180 | $1.1M |
| Somerville Kurt F | 0.18% | No change | 11,620 | $1.1M |
| Aprio Wealth Management, LLC | 0.21% | Add +207.7% | 11,538 | $1.1M |
| Cadence Bank | 0.08% | Reduce -1.9% | 11,478 | $1.0M |
| Perigon Wealth Management, LLC | 0.03% | Add +1.4% | 11,472 | $1.0M |
| Sather Financial Group Inc | 0.07% | No change | 11,360 | $1.0M |
| Graypoint LLC | 0.07% | Reduce -17.7% | 11,311 | $1.0M |
| Credit Suisse AG/ | 0.00% | No change | 11,244 | $1.0M |
| Marietta Wealth Management, LLC | 0.17% | No change | 11,220 | $1.0M |
| Vanguard Group Inc. | 0.00% | Add +1.0% | 11,177 | $1.0M |
| MainStreet Investment Advisors LLC | 0.12% | Reduce -9.1% | 11,134 | $1.0M |
| Fiduciary Alliance LLC | 0.18% | Add +0.1% | 11,159 | $1.0M |
| Capital Analysts, LLC | 0.05% | No change | 10,955 | $1.0M |
| Meridian Investment Counsel Inc. | 0.32% | No change | 10,644 | $971K |
| Citizens Financial Group Inc. | 0.03% | Add +53.4% | 10,625 | $969K |
| Cwm, LLC | 0.00% | Reduce -7.6% | 10,598 | $967K |
| Dearborn Partners LLC | 0.04% | Reduce -3.2% | 10,471 | $955K |
| Hancock Whitney Corp. | 0.03% | Reduce -38.4% | 10,287 | $939K |
| BlackRock Inc. | 0.00% | Reduce -3.9% | 10,254 | $936K |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +4.3% | 10,216 | $932K |
| Presilium Private Wealth, LLC | 0.25% | Reduce -0.0% | 10,152 | $926K |
| Bangor Savings Bank | 0.09% | No change | 10,118 | $923K |
| Heartwood Wealth Advisors LLC | 0.11% | Reduce -0.4% | 10,069 | $919K |
| City Holding Co. | 0.14% | Add +1.0% | 10,048 | $917K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10,003 | $914K |
| Harbour Capital Advisors, LLC | 0.23% | No change | 10,180 | $914K |
| Ballentine Partners, LLC | 0.02% | No change | 9,976 | $910K |
| Quadrant Capital Group LLC | 0.07% | Add +24.9% | 9,944 | $907K |
| Welch & Forbes LLC | 0.01% | Add +1.7% | 9,923 | $905K |
| Breakwater Capital Group | 0.23% | Add +0.5% | 9,914 | $905K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.4% | 9,906 | $904K |
| Ruggaard & Associates LLC | 0.43% | Reduce -0.0% | 9,827 | $897K |
| Moors & Cabot, Inc. | 0.05% | Add +24.5% | 9,757 | $890K |
| Brandywine Oak Private Wealth LLC | 0.09% | No change | 9,597 | $876K |
| Venture Visionary Partners LLC | 0.04% | Add +0.3% | 9,581 | $874K |
| Parcion Private Wealth LLC | 0.07% | No change | 9,334 | $852K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -77.7% | 9,330 | $851K |
| HMS Capital Management, LLC | 0.47% | Reduce -21.8% | 9,271 | $846K |
| Griffin Asset Management, Inc. | 0.10% | Reduce -0.5% | 9,256 | $845K |
| Financial Alternatives, Inc | 0.64% | No change | 9,084 | $829K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 9,074 | $828K |
| Independent Advisor Alliance | 0.03% | Reduce -35.0% | 9,050 | $826K |
| Truepoint, Inc. | 0.02% | No change | 9,000 | $821K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 9,423 | $819K |
| TCV Trust & Wealth Management, Inc. | 0.08% | No change | 8,939 | $816K |
| Outlook Wealth Advisors, LLC | 0.25% | Reduce -0.3% | 8,888 | $811K |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 8,789 | $802K |
| Arax Advisory Partners | 0.08% | Add +0.1% | 8,785 | $802K |
| Synovus Financial Corp. | 0.01% | Add +3.9% | 8,728 | $797K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.46% | Add +13.0% | 8,691 | $793K |
| Montecito Bank & Trust | 0.16% | Reduce -2.9% | 8,687 | $793K |
| Quantinno Capital Management LP | 0.02% | Reduce -11.4% | 8,666 | $791K |
| Avior Wealth Management, LLC | 0.04% | Add +0.6% | 8,667 | $791K |
| Hubbell Strickland Wealth Management, LLC | 0.39% | Reduce -1.0% | 8,597 | $780K |
| Atlantic Edge Private Wealth Management, LLC | 0.27% | No change | 8,510 | $777K |
| Compton Wealth Advisory Group, LLC | 0.21% | No change | 8,496 | $775K |
| Oxinas Partners, LLC | 0.50% | Add +22.8% | 8,459 | $772K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +30.6% | 8,439 | $770K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 8,309 | $758K |
| Norwood Financial Corp | 1.09% | Reduce -0.5% | 8,243 | $752K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.0% | 8,080 | $737K |
| Smith Anglin Financial, LLC | 0.08% | Reduce -28.6% | 8,074 | $737K |
| SOL Capital Management CO | 0.09% | Reduce -5.3% | 8,071 | $736K |
| ProVise Management Group, LLC | 0.06% | Reduce -76.7% | 8,064 | $736K |
| Oakworth Capital, Inc. | 0.06% | Reduce -0.0% | 8,041 | $734K |
| Planning Capital Management Corp | 0.53% | Add +28.7% | 8,020 | $732K |
| Gables Capital Management Inc. | 0.40% | No change | 8,016 | $731K |
| Private Capital Management LLC | 0.16% | No change | 7,991 | $729K |
| Private Management Group Inc. | 0.03% | No change | 7,813 | $713K |
| Key Financial Inc | 0.18% | Reduce -0.3% | 7,689 | $702K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -4.2% | 7,679 | $701K |
| Merit Financial Group, LLC | 0.02% | Add +72.1% | 7,936 | $697K |
| Allen Investment Management, LLC | 0.01% | No change | 7,556 | $689K |
| Arkadios Wealth Advisors | 0.05% | Add +0.9% | 7,544 | $688K |
| Capital Investment Advisors, LLC | 0.02% | Add +16.3% | 7,425 | $678K |
| Hyperion Partners, LLC | 0.49% | Add +3.3% | 7,401 | $675K |
| Peterson Wealth Advisors, LLC | 0.14% | Add +0.4% | 7,396 | $675K |
| Novak & Powell Financial Services, Inc. | 0.50% | Reduce -59.9% | 7,392 | $675K |
| Octavia Wealth Advisors, LLC | 0.10% | Reduce -9.3% | 7,389 | $674K |
| United Community Bank | 0.26% | No change | 7,330 | $669K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 7,234 | $660K |
| Prosperity Planning, Inc. | 0.32% | Add +1.5% | 7,228 | $660K |
| Awm Capital, LLC | 0.11% | No change | 7,224 | $659K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -4.1% | 7,154 | $653K |
| Veracity Capital LLC | 0.25% | Add +0.0% | 7,087 | $647K |
| WMS Partners, LLC | 0.04% | No change | 7,060 | $644K |
| SouthState Bank Corp | 0.05% | No change | 7,036 | $642K |
| Harbor Investment Advisory, LLC | 0.07% | Add +2.5% | 7,022 | $641K |
| Focus Financial Network, Inc. | 0.03% | — | 7,527 | $640K |
| Corundum Group, Inc. | 0.31% | Reduce -20.5% | 7,000 | $639K |
| Pacific Sun Financial Corp | 0.37% | Reduce -1.1% | 6,968 | $636K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 6,960 | $635K |
| VestGen Investment Management | 0.19% | Reduce -5.3% | 6,940 | $633K |
| Level Four Advisory Services, LLC | 0.03% | No change | 7,954 | $630K |
| Armstrong Advisory Group, Inc. | 0.06% | No change | 7,948 | $630K |
| Lincoln National Corp. | 0.01% | Reduce -6.8% | 6,862 | $626K |
| Sigma Investment Counselors Inc. | 0.04% | Add +0.0% | 6,815 | $622K |
| Sound Income Strategies, LLC | 0.05% | Add +1057.8% | 6,796 | $620K |
| Alerus Financial NA | 0.05% | No change | 6,784 | $619K |
| LexAurum Advisors, LLC | 0.15% | Add +5.9% | 6,679 | $609K |
| Washington Trust Bank | 0.06% | Add +14.0% | 6,649 | $607K |
| Glen Eagle Advisors, LLC | 0.11% | Reduce -5.3% | 6,620 | $604K |
| Cobblestone Capital Advisors LLC | 0.04% | Add +0.5% | 6,599 | $602K |
| Legacy Private Trust Co. | 0.04% | Reduce -11.2% | 6,536 | $596K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.29% | Add +0.1% | 6,535 | $596K |
| Palisade Asset Management, LLC | 0.06% | No change | 6,532 | $596K |
| Stephen J. Garry & Associates, LLC | 0.61% | No change | 6,448 | $588K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | No change | 6,446 | $588K |
| GeoWealth Management, LLC | 0.02% | New | 6,443 | $588K |
| Keel Point, LLC | 0.06% | New | 6,341 | $579K |
| MSH Capital Advisors LLC | 0.20% | Reduce -4.8% | 6,340 | $579K |
| Independent Financial Group, LLC | 0.03% | Reduce -78.4% | 6,330 | $578K |
| Independent Wealth Network Inc. | 0.27% | Reduce -0.2% | 6,328 | $577K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.1% | 6,325 | $577K |
| Mission Wealth Management, LP | 0.02% | Add +14.4% | 6,317 | $576K |
| Signature Wealth Management Partners, LLC | 0.47% | No change | 6,300 | $575K |
| Mutual Advisors, LLC | 0.02% | Reduce -88.1% | 6,277 | $573K |
| Harbour Trust & Investment Management Co | 0.07% | Reduce -3.5% | 6,264 | $572K |
| SVB Wealth LLC | 0.01% | Reduce -16.0% | 6,225 | $568K |
| Wealthstream Advisors, Inc. | 0.22% | No change | 6,208 | $566K |
| Harbour Investments, Inc. | 0.02% | Add +1.6% | 6,149 | $561K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1794.1% | 6,099 | $557K |
| Mattern Wealth Management LLC | 0.13% | Add +2.6% | 5,988 | $546K |
| Pinnacle Financial Group, LLC / IL | 0.24% | No change | 5,986 | $546K |
| Brighton Jones LLC | 0.02% | Reduce -16.4% | 5,902 | $539K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 5,900 | $538K |
| Three Seasons Wealth, LLC | 0.38% | New | 5,994 | $538K |
| Evergreen Capital Management LLC | 0.02% | No change | 5,890 | $537K |
| Planned Solutions, Inc. | 0.26% | No change | 5,884 | $537K |
| IFG Advisors, LLC | 0.14% | No change | 5,882 | $537K |
| IFP Advisors, Inc | 0.02% | Reduce -1.0% | 5,881 | $537K |
| Ti-Trust, Inc. | 0.39% | New | 5,854 | $534K |
| CRA Financial Services, LLC | 0.12% | Add +2.5% | 5,840 | $533K |
| Dentgroup LLC | 0.44% | Reduce -7.0% | 5,806 | $530K |
| Hilltop Holdings Inc. | 0.06% | Add +2.0% | 5,786 | $528K |
| Brown Miller Wealth Management, LLC | 0.23% | No change | 5,778 | $527K |
| Stratos Investment Management, LLC | 0.05% | Add +0.1% | 5,759 | $526K |
| FineMark National Bank & Trust | 0.02% | Reduce -14.3% | 5,752 | $525K |
| HBK Sorce Advisory LLC | 0.02% | No change | 5,716 | $522K |
| Davidson Trust Co. | 0.30% | Reduce -4.4% | 5,678 | $518K |
| Bleakley Financial Group, LLC | 0.01% | No change | 5,634 | $514K |
| Simplicity Wealth,LLC | 0.01% | New | 5,634 | $514K |
| StoneX Group Inc. | 0.05% | Reduce -36.0% | 5,571 | $508K |
| Bridges Investment Management Inc. | 0.02% | Add +9.9% | 5,536 | $505K |
| Bar Harbor Wealth Management | 0.03% | Reduce -1.7% | 5,481 | $500K |
| PGIM Custom Harvest LLC | 0.01% | Add +5.4% | 5,479 | $500K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | No change | 5,432 | $496K |
| Busey Bank | 0.02% | No change | 5,430 | $495K |
| American Financial & Tax Strategies Inc. | 0.26% | New | 5,406 | $493K |
| Sunpointe, LLC | 0.55% | No change | 5,400 | $493K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.6% | 5,382 | $491K |
| 626 Financial, LLC | 0.30% | No change | 5,380 | $491K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +0.7% | 5,318 | $485K |
| Uptick Partners, LLC | 0.37% | Reduce -4.1% | 5,314 | $485K |
| Insight Advisors, LLC/ PA | 0.09% | Reduce -0.9% | 5,271 | $481K |
| Norway Savings Bank | 0.20% | Reduce -15.9% | 5,256 | $480K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -4.1% | 5,574 | $477K |
| Denver PWM, LLC | 0.18% | Reduce -0.5% | 5,338 | $477K |
| Highland Capital Management, LLC | 0.03% | Add +5.6% | 5,154 | $470K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -1.6% | 5,151 | $470K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Reduce -0.5% | 5,051 | $461K |
| Haverford Trust Co | 0.00% | No change | 4,976 | $454K |
| Allworth Financial LP | 0.00% | Add +4.5% | 4,904 | $448K |
| Petra Financial Advisors Inc. | 0.33% | No change | 4,901 | $447K |
| Tompkins Financial Corp. | 0.05% | No change | 4,891 | $446K |
| Pinkerton Wealth, LLC | 0.07% | Reduce -98.6% | 4,851 | $443K |
| FirstPurpose Wealth LLC | 0.16% | Add +0.2% | 4,976 | $442K |
| Doliver Advisors, LP | 0.12% | Reduce -11.8% | 4,838 | $441K |
| Aaron Wealth Advisors LLC | 0.06% | No change | 4,799 | $438K |
| Brass Tax Wealth Management, Inc. | 0.23% | — | 4,780 | $436K |
| Waldron Private Wealth LLC | 0.02% | Add +3.7% | 4,758 | $434K |
| Betterment LLC | 0.00% | Reduce -3.6% | 4,745 | $433K |
| Spectrum Wealth Counsel, LLC | 0.05% | Reduce -2.1% | 4,736 | $432K |
| Pure Financial Advisors, LLC | 0.01% | No change | 4,731 | $432K |
| NCM Capital Management, LLC | 0.24% | Reduce -3.3% | 4,728 | $431K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -46.3% | 4,721 | $431K |
| Fayez Sarofim & Co | 0.00% | No change | 4,680 | $427K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +18.4% | 4,688 | $427K |
| Fiduciary Trust Co | 0.01% | No change | 4,652 | $424K |
| Hazlett, Burt & Watson, Inc. | 0.25% | Add +7.6% | 4,622 | $422K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 4,610 | $421K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 4,586 | $418K |
| StoneCrest Wealth Management, Inc. | 0.36% | Reduce -0.4% | 4,579 | $418K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 4,546 | $415K |
| Parallel Advisors, LLC | 0.01% | Add +0.5% | 4,525 | $413K |
| Lyell Wealth Management, LP | 0.04% | Reduce -3.5% | 4,510 | $412K |
| Mma Asset Management LLC | 0.19% | Reduce -1.1% | 4,606 | $411K |
| PCG Wealth Advisors, LLC | 0.20% | Add +0.1% | 4,500 | $411K |
| Clayton Financial Group LLC | 0.19% | New | 4,494 | $410K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 4,489 | $410K |
| Revisor Wealth Management LLC | 0.18% | New | 4,800 | $409K |
| Saxon Interests, Inc. | 0.19% | Reduce -1.1% | 4,467 | $408K |
| Linscomb Wealth, Inc. | 0.02% | No change | 4,394 | $401K |
| Bensler, LLC | 0.06% | Add +0.0% | 4,381 | $400K |
| Oakwell Private Wealth Management, LLC | 0.12% | No change | 4,361 | $398K |
| All Terrain Financial Advisors, LLC | 0.17% | Reduce -13.0% | 4,356 | $397K |
| CoreCap Advisors, LLC | 0.02% | Reduce -69.6% | 4,311 | $393K |
| Norris Perne & French LLP | 0.03% | Reduce -4.5% | 4,288 | $391K |
| Vertex Planning Partners, LLC | 0.11% | No change | 4,272 | $390K |
| Strategic Blueprint, LLC | 0.03% | No change | 4,255 | $388K |
| Community Bank, N.A. | 0.05% | Reduce -2.9% | 4,255 | $388K |
| Perritt Capital Management Inc | 0.21% | Add +0.0% | 4,215 | $385K |
| TNF LLC | 0.15% | No change | 4,422 | $385K |
| Modera Wealth Management, LLC | 0.01% | Reduce -7.4% | 4,215 | $385K |
| Fidelis Capital Partners, LLC | 0.06% | No change | 4,209 | $384K |
| Ritholtz Wealth Management | 0.01% | No change | 4,205 | $384K |
| Total Wealth Planning, LLC | 0.07% | Reduce -2.5% | 4,185 | $382K |
| McDonough Capital Management, Inc | 0.30% | Reduce -0.8% | 4,184 | $382K |
| Vickerman Investment Advisors, Inc. | 0.12% | Reduce -1.1% | 4,171 | $381K |
| Integrated Investment Consultants, LLC | 0.10% | Reduce -0.2% | 4,159 | $380K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.1% | 4,143 | $378K |
| GYL Financial Synergies, LLC | 0.03% | No change | 4,124 | $376K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.1% | 4,110 | $375K |
| FAS Wealth Partners, Inc. | 0.03% | Add +2.2% | 4,068 | $371K |
| Northeast Financial Consultants Inc | 0.02% | No change | 4,064 | $371K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +11.8% | 4,050 | $370K |
| Intrust Bank NA | 0.04% | No change | 4,025 | $367K |
| Wealthstar Advisors, LLC | 0.13% | New | 4,010 | $366K |
| Carnegie Investment Counsel | 0.01% | Reduce -8.0% | 3,996 | $365K |
| HCR Wealth Advisors | 0.06% | No change | 3,991 | $364K |
| Waypoint Capital Advisors, LLC | 0.10% | No change | 3,984 | $364K |
| Smith & Howard Wealth Management, LLC | 0.11% | Add +40.8% | 3,967 | $362K |
| Ocean Park Asset Management, LLC | 0.02% | New | 3,961 | $361K |
| Townsquare Capital LLC | 0.01% | Reduce -89.8% | 3,943 | $360K |
| Terril Brothers, Inc. | 0.12% | No change | 3,906 | $356K |
| High Falls Advisors, Inc | 0.09% | No change | 3,900 | $356K |
| Boston Financial Mangement LLC | 0.01% | Add +0.5% | 3,899 | $356K |
| MKT Advisors LLC | 0.19% | No change | 4,000 | $355K |
| Arq Wealth Advisors, LLC | 0.15% | No change | 3,842 | $351K |
| MidAtlantic Capital Management, Inc. | 0.31% | Add +1.7% | 3,837 | $350K |
| Empower Advisory Group, LLC | 0.00% | Reduce -49.7% | 3,807 | $347K |
| NBT Bank, N.A. | 0.03% | No change | 3,806 | $347K |
| Independence Bank of Kentucky | 0.10% | No change | 3,760 | $343K |
| Delta Investment Management, LLC | 0.08% | Reduce -1.6% | 3,757 | $343K |
| Transform Wealth, LLC | 0.03% | Reduce -4.2% | 3,742 | $341K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.06% | No change | 3,740 | $341K |
| Parkside Financial Bank & Trust | 0.05% | Add +7.2% | 3,700 | $338K |
| Walled Lake Planning & Wealth Management, LLC | 0.14% | Reduce -1.7% | 3,696 | $337K |
| Carl P. Sherr & Co., LLC | 0.19% | No change | 3,696 | $337K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -16.0% | 3,666 | $335K |
| Choreo, LLC | 0.01% | Add +0.1% | 3,659 | $334K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +17.5% | 3,658 | $334K |
| Probity Advisors, Inc. | 0.07% | No change | 3,644 | $333K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.8% | 3,642 | $332K |
| Glassman Wealth Services | 0.07% | No change | 3,636 | $332K |
| Trueblood Wealth Management, LLC | 0.19% | No change | 3,627 | $331K |
| Meridian Financial Advisors, LLC | 0.25% | Add +3.2% | 3,607 | $329K |
| Fisher Asset Management | 0.00% | New | 3,593 | $328K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.6% | 3,557 | $325K |
| Western Wealth Management, LLC | 0.03% | Reduce -3.1% | 3,527 | $322K |
| Thomasville National Bank | 0.03% | No change | 3,509 | $320K |
| Bailard, Inc. | 0.01% | Add +5.3% | 3,498 | $319K |
| Lanark Financial, Inc. | 0.03% | Add +0.0% | 3,395 | $319K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.6% | 3,665 | $319K |
| Wick Capital Partners, LLC | 0.31% | New | 3,492 | $319K |
| Summit Financial Group, Inc. | 0.11% | No change | 3,490 | $318K |
| Park Avenue Securities LLC | 0.00% | Reduce -56.1% | 3,485 | $318K |
| Wesbanco Bank Inc. | 0.01% | Reduce -1.5% | 3,475 | $317K |
| Hartline Investment Corp./ | 0.06% | New | 3,475 | $317K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +1.6% | 3,475 | $317K |
| Stevens Capital Partners | 0.19% | Reduce -7.2% | 3,443 | $314K |
| DAVENPORT & Co LLC | 0.00% | No change | 3,418 | $312K |
| Sandy Cove Advisors, LLC | 0.14% | Add +0.1% | 3,416 | $312K |
| Northeast Investment Management | 0.02% | No change | 3,402 | $310K |
| Highview Capital Management LLC | 0.14% | Add +11.5% | 3,384 | $309K |
| Kowal Investment Group, LLC | 0.07% | Add +0.1% | 3,375 | $308K |
| Allied Investment Advisors, LLC | 0.07% | No change | 3,363 | $307K |
| BlueChip Wealth Advisors LLC | 0.20% | No change | 3,351 | $306K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 3,351 | $306K |
| Montag A & Associates Inc. | 0.02% | Add +31.8% | 3,348 | $306K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -0.0% | 3,274 | $299K |
| Imprint Wealth LLC | 0.07% | New | 3,274 | $298K |
| First National Bank & Trust Co. of Newtown | 0.06% | No change | 3,255 | $297K |
| Abbrea Capital, LLC | 0.04% | No change | 3,259 | $297K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -2.2% | 3,246 | $296K |
| Evergreen Private Wealth LLC | 0.15% | Reduce -43.9% | 3,220 | $294K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -8.9% | 3,218 | $294K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,211 | $293K |
| Bennett Selby Investments LP | 0.14% | No change | 3,210 | $293K |
| Argus Investors' Counsel, Inc. | 0.18% | New | 3,200 | $292K |
| Security National Bank of So Dak | 0.18% | No change | 3,200 | $292K |
| Matthew Goff Investment Advisor, LLC | 0.06% | New | 3,199 | $292K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -5.2% | 3,198 | $292K |
| CENTRAL TRUST Co | 0.01% | No change | 3,192 | $291K |
| Carolinas Wealth Consulting LLC | 0.06% | Add +4457.1% | 3,190 | $291K |
| Dover Advisors, LLC | 0.20% | New | 3,188 | $291K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +3.0% | 3,184 | $291K |
| Florida Trust Wealth Management Co | 0.01% | New | 3,134 | $286K |
| Eagle Bay Advisors LLC | 0.18% | Add +10.8% | 3,133 | $286K |
| HTLF Bank | 0.03% | Reduce -5.4% | 3,133 | $286K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.1% | 3,133 | $286K |
| Financial Partners Group, Inc | 0.05% | Add +3.7% | 3,132 | $286K |
| Accredited Investors Inc. | 0.02% | No change | 3,130 | $286K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,106 | $283K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 3,080 | $281K |
| Traynor Capital Management, Inc. | 0.03% | New | 3,047 | $278K |
| Heritage Financial Services, LLC | 0.04% | New | 3,040 | $277K |
| Sage Financial Group Inc. | 0.02% | Reduce -1.6% | 3,015 | $275K |
| Garrison Point Advisors, LLC | 0.18% | Reduce -4.2% | 3,000 | $274K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,000 | $274K |
| Condor Capital Management | 0.03% | Reduce -78.3% | 2,996 | $273K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,993 | $273K |
| Bromfield Sneider Wealth Advisors | 0.17% | No change | 2,984 | $272K |
| Private Portfolio Partners LLC | 0.06% | Add +0.2% | 2,982 | $272K |
| Eclectic Associates Inc. | 0.12% | No change | 2,968 | $271K |
| CFO4Life Group, LLC | 0.05% | No change | 2,950 | $269K |
| West Bancorporation Inc. | 0.18% | No change | 2,930 | $267K |
| &partners | 0.04% | New | 2,923 | $267K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 2,920 | $266K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,900 | $265K |
| Farmers National Bank | 0.08% | Add +4.2% | 2,897 | $264K |
| Asset Dedication, LLC | 0.02% | Reduce -5.5% | 2,900 | $264K |
| Sterling Investment Counsel, LLC | 0.12% | Reduce -0.9% | 2,877 | $263K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,860 | $261K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -10.7% | 2,853 | $260K |
| First National Bank of Hutchinson | 0.17% | No change | 2,852 | $260K |
| Wolff Financial Management LLC | 0.08% | Add +0.2% | 2,855 | $260K |
| Chemung Canal Trust Co. | 0.05% | No change | 2,848 | $260K |
| Guerra Pan Advisors, LLC | 0.24% | New | 2,845 | $260K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,844 | $260K |
| QRG Capital Management, Inc. | 0.00% | Reduce -33.9% | 2,842 | $259K |
| Foundations Investment Advisors, LLC | 0.01% | New | 2,829 | $258K |
| KCM Investment Advisors LLC | 0.01% | No change | 2,820 | $257K |
| VeraBank, N.A. | 0.08% | No change | 2,807 | $256K |
| Ellevest, Inc. | 0.02% | Add +0.0% | 2,807 | $256K |
| Independent Investors Inc. | 0.06% | No change | 2,800 | $256K |
| Annex Advisory Services, LLC | 0.01% | New | 2,786 | $254K |
| Westmount Partners, LLC | 0.09% | No change | 2,776 | $253K |
| Mather Group, Llc. | 0.00% | No change | 3,173 | $251K |
| Brookstone Capital Management | 0.00% | New | 2,753 | $251K |
| CNB Bank | 0.12% | Add +10.1% | 2,737 | $250K |
| First City Capital Management, Inc. | 0.14% | No change | 2,732 | $249K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 2,728 | $249K |
| Greater Midwest Financial Group, LLC | 0.15% | Add +0.1% | 2,688 | $245K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.6% | 2,686 | $245K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -0.1% | 2,674 | $244K |
| Advisors Management Group Inc. | 0.06% | Reduce -20.7% | 2,672 | $244K |
| Bremer Bank National Association | 0.04% | Reduce -2.6% | 2,647 | $242K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 2,644 | $241K |
| Plotkin Financial Advisors, LLC | 0.16% | No change | 2,644 | $241K |
| Argent Trust Co | 0.01% | No change | 2,640 | $241K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 2,640 | $241K |
| EWG Elevate Inc. | 0.09% | Reduce -0.5% | 2,635 | $240K |
| MV Capital Management, Inc. | 0.03% | No change | 2,632 | $240K |
| Old National Bancorp | 0.01% | Reduce -13.3% | 2,611 | $238K |
| Tactive Advisors, LLC | 0.13% | New | 2,594 | $237K |
| Centaurus Financial, Inc. | 0.02% | Reduce -43.8% | 2,592 | $236K |
| FC Advisory LLC | 0.09% | Reduce -6.2% | 2,564 | $234K |
| Fee-Only Financial Planning, L.C. | 0.16% | No change | 2,560 | $234K |
| Valmark Advisers, Inc. | 0.00% | No change | 2,551 | $233K |
| Trifecta Capital Advisors, LLC | 0.06% | No change | 2,540 | $232K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 2,528 | $231K |
| DT Investment Partners, LLC | 0.02% | No change | 2,520 | $230K |
| Moneywise, Inc. | 0.12% | New | 2,515 | $229K |
| Arvest Trust Co. N A | 0.01% | New | 2,500 | $228K |
| Sapient Capital LLC | 0.01% | New | 2,484 | $227K |
| Quadcap Wealth Management, LLC | 0.05% | New | 2,480 | $226K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 2,454 | $224K |
| Chapin Davis, Inc. | 0.08% | New | 2,446 | $223K |
| Harvest Investment Services, LLC | 0.09% | Reduce -78.4% | 2,438 | $222K |
| Smith, Moore & Co. | 0.02% | New | 2,422 | $221K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -7.4% | 2,416 | $220K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 2,416 | $220K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 2,411 | $220K |
| IMS Capital Management | 0.10% | New | 2,408 | $220K |
| Benchmark Wealth Management, LLC | 0.12% | New | 2,398 | $219K |
| Aviance Capital Partners, LLC | 0.03% | New | 2,390 | $218K |
| Millennium Management | 0.00% | New | 2,386 | $218K |
| SpiderRock Advisors, LLC | 0.01% | — | 2,472 | $217K |
| Patriot Investment Management Group, Inc. | 0.02% | New | 2,376 | $217K |
| TFG Advisers LLC | 0.08% | New | 2,368 | $216K |
| Radnor Capital Management, LLC | 0.04% | New | 2,352 | $215K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 2,360 | $215K |
| Intergy Private Wealth, LLC | 0.09% | New | 2,356 | $215K |
| SteelPeak Wealth, LLC | 0.01% | New | 2,347 | $214K |
| Sightline Wealth Advisors, LLC | 0.14% | New | 2,328 | $212K |
| Legacy Financial Group LLC | 0.04% | New | 2,316 | $211K |
| Procyon Advisors, LLC | 0.02% | New | 2,300 | $210K |
| Alpha Omega Wealth Management LLC | 0.04% | New | 2,290 | $209K |
| First Interstate Bank | 0.01% | New | 2,288 | $209K |
| Summit Investment Advisory Services, LLC | 0.12% | New | 2,282 | $208K |
| Liberty Wealth Management LLC | 0.04% | Reduce -16.6% | 2,281 | $208K |
| CWS Financial Advisors, LLC | 0.08% | New | 2,263 | $206K |
| NewEdge Wealth, LLC | 0.00% | New | 2,363 | $206K |
| Azimuth Capital Investment Management LLC | 0.01% | New | 2,249 | $205K |
| Colorado Capital Management, Inc. | 0.12% | New | 2,243 | $205K |
| Arcadia Investment Advisors LLC | 0.12% | No change | 2,240 | $204K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,220 | $203K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 2,220 | $203K |
| Wedbush Securities Inc. | 0.01% | New | 2,207 | $201K |
| NorthRock Partners, LLC | 0.01% | No change | 2,157 | $197K |
| Citadel Advisors | 0.00% | Reduce -67.9% | 2,075 | $189K |
| Creative Financial Designs Inc. | 0.02% | Add +0.1% | 2,037 | $186K |
| Security National Bank | 0.03% | No change | 1,951 | $178K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.8% | 1,917 | $175K |
| Valley National Advisers Inc. | 0.03% | No change | 1,870 | $170K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,842 | $168K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,819 | $166K |
| CVA Family Office, LLC | 0.03% | No change | 1,804 | $165K |
| Signaturefd, LLC | 0.00% | No change | 1,786 | $163K |
| Peachtree Investment Partners, LLC | 0.06% | Reduce -12.3% | 1,725 | $157K |
| Macroview Investment Management LLC | 0.17% | Add +3.4% | 1,720 | $157K |
| Credential Qtrade Securities Inc. | 0.01% | New | 1,715 | $157K |
| HM Payson & Co. | 0.00% | No change | 1,712 | $156K |
| Voisard Asset Management Group, Inc. | 0.09% | No change | 1,704 | $155K |
| West Branch Capital LLC | 0.06% | Add +0.1% | 1,700 | $155K |
| West Paces Advisors Inc. | 0.04% | No change | 1,681 | $153K |
| Ancora Advisors LLC | 0.00% | No change | 1,665 | $152K |
| PFS Partners, LLC | 0.10% | No change | 1,635 | $149K |
| Clearstead Trust, LLC | 0.04% | No change | 1,584 | $145K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,580 | $144K |
| Bank of New Hampshire | 0.04% | Add +7.4% | 1,550 | $141K |
| Qube Research & Technologies Ltd | 0.00% | Add +3.7% | 1,542 | $141K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 1,532 | $140K |
| Legacy Bridge, LLC | 0.08% | Add +4.3% | 1,522 | $139K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,610 | $138K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.5% | 1,508 | $138K |
| Grove Bank & Trust | 0.02% | No change | 1,472 | $134K |
| Gen-Wealth Partners Inc | 0.07% | — | 1,440 | $131K |
| Abich Financial Wealth Management LLC | 0.10% | New | 1,411 | $129K |
| S.A. Mason LLC | 0.07% | No change | 1,336 | $122K |
| Bear Mountain Capital, Inc. | 0.05% | Reduce -0.6% | 1,384 | $118K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -15.0% | 1,292 | $118K |
| Horrell Capital Management, Inc. | 0.03% | No change | 1,220 | $111K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,200 | $110K |
| Mill Capital Management, LLC | 0.01% | No change | 1,200 | $110K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,167 | $106K |
| Northwest Capital Management Inc | 0.03% | No change | 1,161 | $106K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -41.4% | 1,136 | $104K |
| Main Street Group, LTD | 0.05% | No change | 1,133 | $103K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -7.7% | 1,127 | $103K |
| Founders Capital Management | 0.07% | No change | 1,126 | $103K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +7.2% | 1,116 | $102K |
| Indiana Trust & Investment Management Co | 0.04% | Add +12.0% | 1,089 | $99K |
| Financial Perspectives, Inc | 0.04% | Add +10.9% | 1,086 | $99K |
| Windsor Advisory Group, LLC | 0.28% | No change | 1,076 | $98K |
| Dunhill Financial, LLC | 0.07% | No change | 1,079 | $98K |
| Private Ocean, LLC | 0.01% | No change | 990 | $90K |
| New Covenant Trust Company, N.A. | 0.09% | — | 968 | $88K |
| Woodmont Investment Counsel LLC | 0.01% | New | 962 | $88K |
| FSA Wealth Management LLC | 0.04% | No change | 950 | $87K |
| Tidemark, LLC | 0.05% | Reduce -2.8% | 942 | $86K |
| Blue Trust, Inc. | 0.00% | Reduce -25.4% | 940 | $86K |
| Smithfield Trust Co | 0.00% | No change | 914 | $83K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 888 | $81K |
| Aptus Capital Advisors, LLC | 0.00% | Add +27.1% | 886 | $81K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +35.5% | 866 | $79K |
| Quent Capital, LLC | 0.01% | New | 860 | $78K |
| Crewe Advisors LLC | 0.01% | No change | 858 | $78K |
| Moser Wealth Advisors, LLC | 0.04% | No change | 840 | $77K |
| Y.D. More Investments Ltd | 0.01% | Reduce -19.2% | 840 | $77K |
| American National Bank & Trust | 0.01% | No change | 835 | $76K |
| Kathleen S. Wright Associates Inc. | 0.04% | No change | 832 | $76K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 830 | $76K |
| Insight Inv LLC | 0.06% | No change | 772 | $70K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 768 | $70K |
| Founders Financial Alliance, LLC | 0.02% | No change | 752 | $69K |
| Sage Mountain Advisors LLC | 0.01% | No change | 725 | $66K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -4.6% | 720 | $66K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.3% | 713 | $65K |
| Hilltop National Bank | 0.02% | — | 700 | $64K |
| Centennial Bank | 0.03% | No change | 696 | $64K |
| Rice Partnership, LLC | 0.01% | Reduce -28.4% | 694 | $63K |
| WASHINGTON TRUST Co | 0.00% | Reduce -37.0% | 680 | $62K |
| Thompson Investment Management, Inc. | 0.01% | No change | 656 | $60K |
| Milestone Investment Advisors LLC | 0.01% | No change | 608 | $56K |
| PSI Advisors, LLC | 0.02% | Reduce -4.5% | 596 | $54K |
| Steph & Co. | 0.02% | No change | 560 | $51K |
| Caldwell Trust Co | 0.01% | No change | 520 | $47K |
| Fortis Group Advisors, LLC | 0.01% | Reduce -50.0% | 500 | $46K |
| Colonial Trust Advisors | 0.00% | No change | 495 | $45K |
| Burkett Financial Services, LLC | 0.02% | No change | 465 | $42K |
| Cornerstone Planning Group LLC | 0.01% | No change | 475 | $42K |
| Rise Advisors, LLC | 0.02% | No change | 452 | $41K |
| Armor Investment Advisors, LLC | 0.02% | No change | 440 | $40K |
| Creekmur Asset Management LLC | 0.01% | Reduce -1.2% | 412 | $38K |
| Assetmark, Inc. | 0.00% | Add +39.4% | 400 | $37K |
| Mechanics Financial Corp | 0.02% | No change | 398 | $36K |
| Hanson & Doremus Investment Management | 0.01% | No change | 396 | $36K |
| Partnership Wealth Management, LLC | 0.03% | No change | 392 | $36K |
| Capital Investment Counsel, Inc | 0.01% | No change | 392 | $36K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 370 | $34K |
| Palouse Capital Management, Inc. | 0.02% | New | 368 | $34K |
| Dogwood Wealth Management LLC | 0.02% | No change | 356 | $32K |
| Continuum Advisory, LLC | 0.00% | New | 348 | $31K |
| Hollencrest Capital Management | 0.00% | No change | 320 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 308 | $28K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -37.3% | 301 | $27K |
| Archer Investment Corp | 0.01% | No change | 299 | $27K |
| First PREMIER Bank | 0.01% | No change | 296 | $27K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 288 | $26K |
| Westside Investment Management, Inc. | 0.01% | No change | 288 | $26K |
| GAMMA Investing LLC | 0.01% | No change | 285 | $26K |
| Citizens National Bank Trust Department | 0.01% | No change | 280 | $26K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 276 | $25K |
| Tsfg, LLC | 0.01% | Reduce -61.6% | 232 | $21K |
| Bogart Wealth, LLC | 0.00% | No change | 208 | $19K |
| Creative Capital Management Investments LLC | 0.01% | No change | 204 | $19K |
| Atticus Wealth Management, LLC | 0.01% | No change | 188 | $17K |
| Tortoise Investment Management, LLC | 0.00% | No change | 180 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 174 | $16K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 172 | $16K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 168 | $15K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 171 | $15K |
| Piscataqua Savings Bank | 0.01% | No change | 160 | $15K |
| Matrix Private Capital Group LLC | 0.01% | No change | 160 | $15K |
| Gleason Group, Inc. | 0.00% | Add +0.7% | 153 | $14K |
| Transcendent Capital Group LLC | 0.01% | Reduce -95.0% | 147 | $13K |
| LifeSteps Financial, Inc. | 0.01% | New | 144 | $13K |
| POM Investment Strategies, LLC | 0.01% | No change | 137 | $13K |
| Stephens Consulting, LLC | 0.00% | No change | 136 | $12K |
| CoreFirst Bank & Trust | 0.01% | No change | 132 | $12K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 132 | $12K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 131 | $12K |
| Kelly Financial Services LLC | 0.00% | No change | 131 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -33.1% | 123 | $11K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 110 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 112 | $10K |
| Northwest Bank & Trust Co | 0.01% | Reduce -87.7% | 115 | $10K |
| Ballast Advisors LLC | 0.00% | No change | 100 | $9K |
| Trust Co | 0.00% | No change | 96 | $9K |
| Abound Wealth Management | 0.00% | No change | 94 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -4.1% | 94 | $9K |
| Avion Wealth | 0.00% | No change | 80 | $8K |
| Rain Capital Management, LLC | 0.01% | Add +1.2% | 87 | $8K |
| Bfsg, LLC | 0.00% | No change | 76 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -58.2% | 76 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 72 | $7K |
| First Manhattan Co. Llc. | 0.00% | No change | 62 | $6K |
| Family Asset Management, LLC | 0.00% | No change | 60 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 48 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 45 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 34 | $3K |
| Howe & Rusling Inc. | 0.00% | Reduce -57.8% | 30 | $3K |
| Fairman Group, LLC | 0.00% | No change | 22 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 20 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 20 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 20 | $2K |
| M&R Capital Management Inc. | 0.00% | No change | 15 | $1K |
| Raffa Wealth Management, LLC | 0.00% | New | 14 | $1K |
| Aspire Private Capital, LLC | 0.00% | New | 13 | $1K |
| Realta Investment Advisors | 0.00% | New | 12 | $1K |
| Ransom Advisory, Ltd | 0.00% | — | 2 | $183 |
| Sachetta, LLC | 0.00% | No change | 1 | $82 |
| HBC Financial Services, PLLC | 0.00% | No change | 5 | $0 |
"% of holder's portfolio" is IJK's weight in each manager's 13F, not the share of iShares S&P Mid-Cap 400 Grow the manager owns.