iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q2 2024 (June 30)859holders +25
71new positions
51sold out
3famous investors
$88.34avg. 13F price*
At the end of Q2 2024, 859 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 25 from Q1 2024. 71 opened new positions and 51 sold out. The largest holders were Wells Fargo & Company ($622.9M), Morgan Stanley ($593.6M) and FMR LLC ($328.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $255.4M |
| Exits | 51 | $43.6M |
All 13F filers, Q1 2024 → Q2 2024: 6,086,824 shares bought and 2,090,906 shares sold, net +3,995,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 859 holders
| Wells Fargo & Company | 0.16% | Reduce -2.6% | 7,069,208 | $622.9M |
| Morgan Stanley | 0.05% | Add +1.1% | 6,737,347 | $593.6M |
| FMR LLC | 0.02% | Reduce -1.5% | 3,732,772 | $328.9M |
| Goldman Sachs Group Inc. | 0.06% | Add +0.9% | 3,435,550 | $302.7M |
| Bank of America Corp. | 0.03% | Reduce -5.1% | 3,354,045 | $295.5M |
| Main Management ETF Advisors, LLC | 12.99% | Add +2.6% | 2,951,720 | $260.1M |
| Captrust Financial Advisors | 0.76% | Add +6.9% | 2,691,453 | $237.1M |
| UBS Group AG | 0.06% | Add +0.9% | 2,181,404 | $192.2M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -0.6% | 1,921,626 | $169.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +4.5% | 1,639,159 | $144.4M |
| Financial Engines Advisors L.L.C. | 0.30% | Reduce -2.2% | 1,519,250 | $133.9M |
| LPL Financial LLC | 0.06% | Add +22.4% | 1,440,722 | $126.9M |
| Ameriprise Financial Inc. | 0.03% | Add +2.7% | 1,429,323 | $125.8M |
| Raymond James & Associates | 0.07% | Add +5.5% | 1,217,840 | $107.3M |
| D.A. Davidson & Co. | 0.77% | Add +0.8% | 990,424 | $87.3M |
| Northern Trust Corp. | 0.01% | Add +2.7% | 935,462 | $82.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +10.8% | 845,714 | $74.5M |
| Midland Wealth Advisors, LLC | 4.39% | Add +1.3% | 840,821 | $74.1M |
| Main Management LLC | 6.09% | Reduce -0.6% | 836,383 | $73.7M |
| USA Financial Formulas | 11.54% | New | 807,648 | $71.2M |
| Modern Wealth Management, LLC | 5.00% | New | 769,040 | $67.8M |
| MAI Capital Management | 0.66% | Reduce -1.2% | 758,011 | $66.8M |
| Bank of New York Mellon Corp | 0.01% | Add +4.5% | 719,799 | $63.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -18.0% | 671,190 | $59.1M |
| Royal Bank of Canada | 0.01% | Reduce -0.4% | 663,125 | $58.4M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -15.0% | 623,456 | $54.9M |
| Willis Johnson & Associates, Inc. | 4.46% | Add +1.6% | 617,123 | $54.4M |
| Keybank National Association | 0.22% | Reduce -0.7% | 608,240 | $53.6M |
| Bank of Montreal | 0.02% | Reduce -1.2% | 578,893 | $51.6M |
| Wilmington Savings Fund Society, FSB | 1.78% | Reduce -3.1% | 526,407 | $46.4M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -1.2% | 516,134 | $45.5M |
| HighTower Advisors, LLC | 0.07% | Add +3.6% | 503,587 | $44.4M |
| Lido Advisors, LLC | 0.36% | Add +2.7% | 493,427 | $43.5M |
| Truist Financial Corp. | 0.07% | Reduce -3.1% | 484,227 | $42.7M |
| Bokf, NA | 0.76% | Reduce -1.4% | 481,635 | $42.4M |
| Joel Isaacson & Co., LLC | 2.23% | Add +0.3% | 481,062 | $42.4M |
| Cerity Partners LLC | 0.11% | Reduce -0.1% | 454,351 | $40.0M |
| Regions Financial Corp. | 0.30% | Reduce -0.3% | 446,177 | $39.3M |
| Pinkerton Wealth, LLC | 5.28% | Add +7941.2% | 390,079 | $34.4M |
| Osaic Holdings, Inc. | 0.08% | Add +42.3% | 366,187 | $32.3M |
| Cetera Investment Advisers | 0.07% | Reduce -0.4% | 362,508 | $31.9M |
| Mariner, LLC | 0.06% | Add +1.2% | 327,302 | $28.8M |
| AlTi Global, Inc. | 0.68% | Reduce -7.3% | 287,346 | $25.3M |
| Savant Capital, LLC | 0.24% | Reduce -3.2% | 276,978 | $24.4M |
| Steward Partners Investment Advisory, LLC | 0.25% | Reduce -18.1% | 269,102 | $23.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +6.7% | 268,183 | $23.6M |
| Christopher J. Hasenberg, Inc | 9.94% | Reduce -23.4% | 248,984 | $21.9M |
| Courier Capital LLC | 1.69% | Add +3.0% | 241,402 | $21.3M |
| Capital Advisors, Ltd. LLC | 2.69% | Reduce -0.5% | 235,571 | $20.8M |
| World Investment Advisors | 1.29% | Reduce -87.4% | 37,894 | $20.7M |
| Salomon & Ludwin, LLC | 2.30% | Reduce -24.3% | 233,419 | $20.6M |
| Stifel Financial Corp. | 0.02% | Add +0.7% | 233,112 | $20.5M |
| Yeomans Consulting Group, Inc. | 7.83% | New | 229,897 | $20.3M |
| Inspirion Wealth Advisors, LLC | 3.08% | Add +5.4% | 228,690 | $20.1M |
| SPC Financial, Inc. | 1.84% | Reduce -0.9% | 225,362 | $19.9M |
| 1834 Investment Advisors Co. | 2.36% | Reduce -7.8% | 222,293 | $19.6M |
| HSBC Holdings PLC | 0.01% | Add +99.0% | 219,702 | $19.4M |
| Focus Partners Wealth | 0.06% | Add +182.2% | 215,372 | $19.0M |
| Apollon Wealth Management, LLC | 0.57% | Add +959.2% | 210,948 | $18.6M |
| Baird Financial Group, Inc. | 0.04% | Add +4.8% | 207,427 | $18.3M |
| Jmac Enterprises LLC | 3.20% | Reduce -7.0% | 206,702 | $18.2M |
| Comerica Bank | 0.07% | Reduce -2.6% | 202,053 | $17.8M |
| Hudson Capital Management LLC | 5.68% | Add +0.9% | 184,940 | $16.3M |
| Cassaday & Co Wealth Management LLC | 0.50% | Reduce -2.0% | 180,603 | $15.9M |
| Jones Financial Companies LLLP | 0.02% | Add +22.1% | 172,965 | $15.2M |
| Kestra Advisory Services, LLC | 0.08% | Add +11.4% | 174,851 | $15.1M |
| Creative Planning | 0.02% | Add +1.8% | 168,247 | $14.8M |
| Texas Yale Capital Corp. | 0.67% | Reduce -0.6% | 160,803 | $14.2M |
| Sterling Financial Planning, Inc. | 5.71% | Add +0.6% | 159,757 | $14.1M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -2.1% | 158,887 | $14.0M |
| Blue Edge Capital, LLC | 2.29% | Reduce -3.0% | 156,780 | $13.8M |
| Clear Creek Financial Management, LLC | 1.64% | Add +26.8% | 153,856 | $13.6M |
| First Merchants Corp. | 0.54% | Reduce -0.3% | 152,232 | $13.4M |
| Ifrah Financial Services, Inc. | 3.75% | Reduce -1.1% | 150,319 | $13.2M |
| Fifth Third Bancorp | 0.05% | Reduce -0.3% | 149,706 | $13.2M |
| GHP Investment Advisors, Inc. | 0.65% | Reduce -0.4% | 147,444 | $13.0M |
| Cullen/Frost Bankers, Inc. | 0.18% | Add +1.4% | 138,620 | $12.2M |
| Concurrent Investment Advisors, LLC | 0.39% | Add +691.0% | 132,350 | $11.7M |
| First Heartland Consultants, Inc. | 1.16% | Add +608.4% | 132,293 | $11.7M |
| US Bancorp \de | 0.02% | Reduce -12.3% | 130,809 | $11.5M |
| Camarda Financial Advisors, LLC | 4.31% | New | 124,391 | $11.0M |
| Greenup Street Wealth Management LLC | 2.55% | Add +19.0% | 122,952 | $10.8M |
| SOA Wealth Advisors, LLC. | 2.12% | Add +0.5% | 119,625 | $10.5M |
| Royal Fund Management, LLC | 1.40% | New | 118,277 | $10.4M |
| Etfidea, LLC | 3.51% | Add +0.6% | 117,792 | $10.4M |
| Moneta Group Investment Advisors LLC | 0.16% | Reduce -2.5% | 113,851 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +35.8% | 112,566 | $9.9M |
| Ascension Capital Advisors, Inc. | 5.21% | New | 111,268 | $9.8M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +66.8% | 109,631 | $9.7M |
| Broadview Financial Management, LLC | 6.65% | Reduce -2.1% | 103,600 | $9.1M |
| Citigroup Inc. | 0.01% | Add +1.0% | 103,071 | $9.1M |
| Mill Creek Capital Advisors, LLC | 0.23% | No change | 102,732 | $9.1M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -0.4% | 94,799 | $8.4M |
| Private Advisor Group, LLC | 0.06% | Add +3.8% | 93,625 | $8.2M |
| IFP Advisors, Inc | 0.32% | Add +1473.3% | 92,525 | $8.2M |
| Mgo One Seven LLC | 0.38% | Add +6.7% | 91,775 | $8.1M |
| Callan Family Office, LLC | 1.55% | No change | 91,469 | $8.1M |
| CFS Investment Advisory Services, LLC | 0.65% | New | 90,972 | $8.0M |
| Waverly Advisors, LLC | 0.16% | Add +439.7% | 90,997 | $8.0M |
| Associated Banc-Corp | 0.25% | Reduce -0.8% | 90,106 | $7.9M |
| JFS Wealth Advisors, LLC | 0.62% | Add +1.2% | 89,902 | $7.9M |
| Greenleaf Trust | 0.07% | Reduce -1.4% | 86,200 | $7.6M |
| Mechanics Bank Trust Department | 1.06% | Add +2.6% | 84,086 | $7.4M |
| Bryn Mawr Trust Advisors, LLC | 0.41% | Add +2.7% | 83,491 | $7.4M |
| Equitable Holdings, Inc. | 0.08% | Add +40.2% | 81,759 | $7.2M |
| First Personal Financial Services | 1.62% | Add +0.1% | 81,536 | $7.2M |
| Goelzer Investment Management, Inc. | 0.38% | Reduce -3.2% | 76,741 | $6.8M |
| JNBA Financial Advisors | 0.71% | Reduce -2.7% | 76,204 | $6.7M |
| Coldstream Capital Management Inc. | 0.16% | Reduce -1.5% | 75,506 | $6.7M |
| AE Wealth Management LLC | 0.07% | Add +29.9% | 75,390 | $6.6M |
| Centerpoint Advisors, LLC | 2.35% | Reduce -1.7% | 74,167 | $6.5M |
| Estate Counselors, LLC | 0.70% | Add +33.1% | 72,520 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +6.1% | 72,184 | $6.4M |
| Oldfather Financial Services, LLC | 2.57% | Reduce -0.1% | 70,985 | $6.3M |
| Sandy Spring Bank | 0.27% | Add +14.5% | 69,706 | $6.1M |
| Corient Private Wealth LP | 0.01% | Reduce -8.1% | 69,695 | $6.1M |
| First Citizens Financial Corp | 3.61% | Reduce -1.5% | 69,264 | $6.1M |
| Moloney Securities Asset Management, LLC | 0.89% | New | 69,122 | $6.1M |
| Townsquare Capital LLC | 0.08% | Add +1643.5% | 68,747 | $6.1M |
| Sigma Planning Corp | 0.18% | Add +0.0% | 64,598 | $5.7M |
| Dumont & Blake Investment Advisors LLC | 0.80% | Add +104.3% | 64,525 | $5.7M |
| Rodgers & Associates, LTD | 0.73% | Reduce -3.9% | 64,506 | $5.7M |
| Dohj, LLC | 1.38% | New | 62,869 | $5.5M |
| Norden Group LLC | 1.11% | New | 62,362 | $5.5M |
| Guidance Point Advisors, LLC | 1.78% | Add +0.1% | 62,101 | $5.5M |
| M&T Bank Corp | 0.02% | Reduce -4.6% | 62,053 | $5.5M |
| Avantax Advisory Services, Inc. | 0.04% | Add +10.8% | 60,708 | $5.3M |
| Asset Management Group, Inc. | 0.80% | Add +0.1% | 59,850 | $5.3M |
| Sunbelt Securities, Inc. | 0.54% | Add +0.1% | 59,832 | $5.3M |
| HB Wealth Management, LLC | 0.06% | Add +3.2% | 59,532 | $5.2M |
| Global Retirement Partners, LLC | 0.16% | Add +42.0% | 58,021 | $5.1M |
| McAlister, Sweet & Associates, Inc. | 3.64% | Reduce -0.1% | 57,438 | $5.1M |
| EP Wealth Advisors, LLC | 0.05% | Add +4.3% | 57,036 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +0.9% | 55,136 | $4.9M |
| First Hawaiian Bank | 0.16% | Reduce -28.1% | 55,003 | $4.8M |
| Prospera Financial Services Inc | 0.13% | Add +0.4% | 54,634 | $4.8M |
| Fulton Breakefield Broenniman LLC | 0.35% | Reduce -1.5% | 54,372 | $4.8M |
| Becker Capital Management Inc. | 0.16% | No change | 53,772 | $4.7M |
| Perkins Coie Trust Co | 1.05% | Reduce -2.8% | 51,310 | $4.5M |
| Regency Capital Management Inc.\DE | 2.86% | Add +4.2% | 50,508 | $4.5M |
| Cordatus Wealth Management LLC | 1.66% | New | 50,373 | $4.4M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Reduce -0.1% | 50,312 | $4.4M |
| Tritonpoint Wealth, LLC | 0.42% | Reduce -1.5% | 50,068 | $4.4M |
| Brightwater Advisory LLC | 3.41% | Reduce -1.1% | 50,052 | $4.4M |
| Weinberger Asset Management, Inc | 2.04% | Reduce -1.1% | 49,129 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.3% | 46,673 | $4.1M |
| One Capital Management, LLC | 0.14% | Add +76.7% | 46,166 | $4.1M |
| Citizens Financial Group Inc. | 0.09% | Add +327.1% | 45,380 | $4.0M |
| BKM Wealth Management, LLC | 1.90% | Add +2.8% | 44,860 | $4.0M |
| Sanctuary Advisors, LLC | 0.03% | — | 45,213 | $3.9M |
| LTG Capital LLC | 3.54% | Add +0.9% | 44,394 | $3.9M |
| Idaho Trust Co | 1.99% | New | 44,140 | $3.9M |
| 9258 Wealth Management, LLC | 0.60% | Reduce -2.0% | 44,024 | $3.9M |
| Circle Wealth Management, LLC | 0.09% | No change | 44,000 | $3.9M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -5.4% | 43,493 | $3.8M |
| Cranbrook Wealth Management, LLC | 0.94% | Reduce -2.2% | 43,467 | $3.8M |
| Cresset Asset Management, LLC | 0.02% | Add +17.9% | 42,661 | $3.8M |
| Neumann Capital Management, LLC | 1.25% | Reduce -2.1% | 41,440 | $3.7M |
| Sharp Wealth Advisory, LLC | 3.12% | New | 41,304 | $3.6M |
| UMB Bank, n.a. | 0.06% | Reduce -1.3% | 41,279 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.4% | 41,197 | $3.6M |
| Performance Wealth Partners, LLC | 0.13% | Reduce -5.5% | 38,850 | $3.4M |
| Clearstead Advisors, LLC | 0.06% | Add +30.1% | 38,166 | $3.4M |
| Pacific Financial Group Inc. | 2.35% | Reduce -2.9% | 37,656 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.8% | 37,248 | $3.3M |
| NorthCoast Asset Management LLC | 0.03% | New | 36,851 | $3.2M |
| Financial Counselors Inc. | 0.05% | Add +4.9% | 36,055 | $3.2M |
| DDFG, Inc | 0.95% | Reduce -2.0% | 35,041 | $3.1M |
| EWG Elevate Inc. | 1.12% | Add +1221.9% | 34,831 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.1% | 34,663 | $3.1M |
| Watchman Group, Inc. | 0.97% | Add +10.3% | 34,440 | $3.0M |
| Independent Financial Group, LLC | 0.12% | Add +439.4% | 34,144 | $3.0M |
| Trail Ridge Investment Advisors, LLC | 1.52% | Reduce -2.4% | 33,438 | $2.9M |
| Financial Advocates Investment Management | 0.18% | Reduce -12.4% | 33,270 | $2.9M |
| Smith Shellnut Wilson LLC | 1.42% | Reduce -2.3% | 33,201 | $2.9M |
| Soltis Investment Advisors LLC | 0.31% | Add +1.0% | 32,962 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.32% | New | 32,724 | $2.9M |
| TD Private Client Wealth LLC | 0.09% | Add +6.9% | 32,510 | $2.9M |
| Belpointe Asset Management LLC | 0.20% | New | 32,139 | $2.8M |
| Commerce Bank | 0.02% | Reduce -0.8% | 31,869 | $2.8M |
| Segment Wealth Management, LLC | 0.21% | No change | 31,700 | $2.8M |
| Blair William & Co. | 0.01% | Add +1.9% | 31,679 | $2.8M |
| Farther Finance Advisors, LLC | 0.14% | Add +17.8% | 31,971 | $2.8M |
| Heck Capital Advisors, LLC | 0.34% | Add +90.0% | 31,391 | $2.8M |
| GC Wealth Management RIA, LLC | 0.55% | Add +7.2% | 31,340 | $2.8M |
| Embree Financial Group | 0.53% | Reduce -8.9% | 31,187 | $2.7M |
| Fifth Third Wealth Advisors LLC | 0.21% | Add +40.9% | 31,043 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -8.7% | 30,913 | $2.7M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -2.4% | 30,535 | $2.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +5.8% | 30,283 | $2.7M |
| Ironwood Financial, llc | 0.59% | Add +2.0% | 30,026 | $2.6M |
| Dorsey Wright & Associates | 0.68% | Reduce -1.1% | 29,762 | $2.6M |
| Retirement Planning Group, LLC | 0.16% | Reduce -11.2% | 29,047 | $2.6M |
| Vance Wealth, LLC | 1.04% | Add +1.7% | 28,874 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +1.6% | 28,262 | $2.5M |
| Fifth Third Securities, Inc. | 0.23% | Reduce -2.3% | 28,008 | $2.5M |
| Slow Capital, Inc. | 0.40% | Reduce -43.4% | 28,001 | $2.5M |
| Triangle Securities Wealth Management | 0.68% | Add +2.4% | 27,250 | $2.4M |
| Advisory Services Network, LLC | 0.05% | Reduce -2.2% | 27,030 | $2.4M |
| Spire Wealth Management | 0.08% | Reduce -1.6% | 26,951 | $2.4M |
| United Bank | 0.29% | No change | 26,919 | $2.4M |
| Stordahl Capital Management, Inc. | 0.59% | Reduce -5.5% | 26,830 | $2.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.8% | 26,163 | $2.3M |
| Maltin Wealth Management, Inc. | 1.20% | Add +8.6% | 25,389 | $2.2M |
| Roman Butler Fullerton & Co. | 0.72% | Add +12.8% | 25,370 | $2.2M |
| Ullmann Wealth Partners Group, LLC | 0.31% | Add +0.0% | 24,985 | $2.2M |
| Citadel Advisors | 0.00% | Add +1095.4% | 24,804 | $2.2M |
| Raymond James Trust N.A. | 0.05% | Add +2.3% | 24,669 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +7.4% | 23,970 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.0% | 23,875 | $2.1M |
| RPS Advisory Solutions LLC | 1.93% | — | 23,791 | $2.1M |
| Franklin Resources Inc. | 0.00% | Add +7.3% | 23,364 | $2.1M |
| Glenmede Trust Co. NA | 0.01% | Add +30.9% | 23,309 | $2.1M |
| Farmers & Merchants Investments Inc. | 0.07% | Reduce -1.6% | 22,907 | $2.0M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.49% | Reduce -15.1% | 22,772 | $2.0M |
| Platte River Wealth Advisors, LLC | 0.56% | Reduce -1.9% | 22,523 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.72% | Add +8.3% | 22,501 | $2.0M |
| Codex Capital Asset Management L.L.C. | 0.91% | — | 22,050 | $2.0M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | No change | 22,352 | $2.0M |
| Corundum Trust Company, INC | 5.68% | — | 22,184 | $2.0M |
| Park Place Capital Corp | 0.62% | Reduce -7.4% | 21,995 | $1.9M |
| Harvest Investment Services, LLC | 0.76% | Add +794.9% | 21,817 | $1.9M |
| PFG Advisors | 0.13% | Add +0.5% | 21,741 | $1.9M |
| Darrow Company, Inc. | 1.24% | Reduce -0.0% | 21,648 | $1.9M |
| Money Concepts Capital Corp. | 0.16% | New | 21,347 | $1.9M |
| Davis Investment Partners, LLC | 0.77% | Reduce -1.0% | 20,650 | $1.9M |
| Aft, Forsyth & Company, Inc. | 0.91% | Add +0.0% | 21,142 | $1.9M |
| Bessemer Group Inc. | 0.00% | No change | 20,890 | $1.8M |
| Saxony Capital Management, LLC | 2.00% | New | 20,671 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +0.4% | 20,664 | $1.8M |
| Mutual Advisors, LLC | 0.06% | Add +218.5% | 19,991 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.80% | Reduce -1.4% | 20,406 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -8.8% | 20,285 | $1.8M |
| Rehmann Capital Advisory Group | 0.13% | Reduce -2.4% | 20,203 | $1.8M |
| Somerset Group LLC | 1.56% | Add +24.8% | 19,928 | $1.8M |
| Wellspring Financial Advisors, LLC | 0.20% | Reduce -4.1% | 19,815 | $1.7M |
| Foundation Wealth Management, LLC | 1.36% | Reduce -1.7% | 19,657 | $1.7M |
| Arax Advisory Partners | 0.17% | Add +123.5% | 19,634 | $1.7M |
| Allegheny Financial Group | 0.49% | Add +14.0% | 19,519 | $1.7M |
| C2C Wealth Management, LLC | 1.67% | No change | 19,422 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +3.4% | 19,157 | $1.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.53% | Reduce -1.3% | 18,785 | $1.7M |
| Crestwood Advisors Group, LLC | 0.03% | No change | 18,714 | $1.6M |
| Ballentine Partners, LLC | 0.03% | Add +86.3% | 18,580 | $1.6M |
| Novak & Powell Financial Services, Inc. | 1.02% | Add +151.1% | 18,561 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +30.2% | 18,237 | $1.6M |
| Peregrine Asset Advisers, Inc. | 0.63% | Reduce -3.9% | 18,106 | $1.6M |
| First Horizon Advisors, Inc. | 0.05% | Reduce -0.9% | 18,067 | $1.6M |
| Renasant Bank | 1.09% | Reduce -3.9% | 18,018 | $1.6M |
| Kingsview Wealth Management, LLC | 0.04% | Add +1.7% | 17,771 | $1.6M |
| Roberts Financial Services LLC | 0.31% | Reduce -0.1% | 17,515 | $1.5M |
| Moneco Advisors, LLC | 0.23% | Add +1.2% | 17,419 | $1.5M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -1.7% | 17,146 | $1.5M |
| Trust Co. of Vermont | 0.08% | Reduce -0.3% | 16,864 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.46% | No change | 8,888 | $1.5M |
| Vicus Capital | 0.13% | Add +5.2% | 16,674 | $1.5M |
| Operose Advisors LLC | 0.51% | No change | 16,404 | $1.4M |
| Anderson Hoagland & Co. | 0.15% | No change | 16,582 | $1.4M |
| TAGStone Capital, Inc. | 0.81% | Add +2.9% | 16,188 | $1.4M |
| River Wealth Advisors LLC | 0.20% | Reduce -2.3% | 16,148 | $1.4M |
| Columbia Bank | 0.54% | Add +10.0% | 15,949 | $1.4M |
| Patten Group, Inc. | 0.33% | Add +4.3% | 15,945 | $1.4M |
| Dana Investment Advisors, Inc. | 0.05% | Add +0.1% | 15,910 | $1.4M |
| STAR Financial Bank | 1.07% | Reduce -25.7% | 15,715 | $1.4M |
| Merkkuri Wealth Advisors LLC | 1.27% | — | 15,673 | $1.4M |
| Kozak & Associates, Inc. | 0.34% | Reduce -0.7% | 15,665 | $1.4M |
| Daymark Wealth Partners, LLC | 0.06% | New | 15,494 | $1.4M |
| International Assets Investment Management, LLC | 0.13% | Reduce -1.5% | 15,262 | $1.3M |
| Verdence Capital Advisors LLC | 0.12% | Add +0.0% | 15,251 | $1.3M |
| AMG National Trust Bank | 0.04% | Add +5.4% | 15,198 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -2.5% | 15,185 | $1.3M |
| Ellis Investment Partners, LLC | 0.28% | Reduce -6.0% | 15,053 | $1.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.49% | Add +9.0% | 14,926 | $1.3M |
| Bank of Stockton | 0.41% | Reduce -28.1% | 14,830 | $1.3M |
| Grey Ledge Advisors, LLC | 0.35% | Add +3.1% | 14,530 | $1.3M |
| LBMC Investment Advisors, LLC | 0.11% | Add +0.0% | 14,464 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Add +9.4% | 14,458 | $1.3M |
| Family Firm, Inc. | 0.28% | Add +0.2% | 14,444 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -15.1% | 14,266 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -0.3% | 14,183 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +392.6% | 13,562 | $1.2M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -4.0% | 14,016 | $1.2M |
| Whittier Trust Co. | 0.02% | Add +0.0% | 13,998 | $1.2M |
| Carmichael Hill & Associates, Inc. | 0.50% | Reduce -1.7% | 13,983 | $1.2M |
| YHB Investment Advisors, Inc. | 0.10% | No change | 13,837 | $1.2M |
| Pittenger & Anderson Inc. | 0.05% | No change | 13,800 | $1.2M |
| Balboa Wealth Partners | 0.32% | New | 13,787 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +10.9% | 13,720 | $1.2M |
| Atlas Brown,Inc. | 0.43% | Reduce -28.8% | 13,666 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | No change | 13,268 | $1.2M |
| Schechter Investment Advisors, LLC | 0.09% | No change | 13,615 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +281.4% | 13,567 | $1.2M |
| Fulton Bank, N.A. | 0.05% | Add +9.1% | 13,540 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.9% | 13,532 | $1.2M |
| Bragg Financial Advisors, Inc | 0.05% | Reduce -0.8% | 13,512 | $1.2M |
| WealthShield Partners, LLC | 0.18% | Reduce -1.3% | 13,503 | $1.2M |
| Bridges Investment Management Inc. | 0.02% | Add +143.8% | 13,497 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.8% | 13,420 | $1.2M |
| Mowery & Schoenfeld Wealth Management, LLC | 1.67% | No change | 13,200 | $1.2M |
| NTV Asset Management LLC | 0.17% | Reduce -13.2% | 13,120 | $1.2M |
| Country Club Bank | 0.08% | Add +1.1% | 12,963 | $1.1M |
| Marquette Associates, Inc. | 0.85% | No change | 12,795 | $1.1M |
| Private Trust Co. NA | 0.12% | Reduce -17.5% | 12,715 | $1.1M |
| Horizon Family Wealth, Inc. | 0.85% | Reduce -3.7% | 12,674 | $1.1M |
| Cwm, LLC | 0.01% | Add +17.6% | 12,459 | $1.1M |
| CX Institutional | 0.05% | Reduce -3.3% | 12,439 | $1.1M |
| Front Row Advisors LLC | 0.38% | No change | 12,284 | $1.1M |
| RKL Wealth Management LLC | 0.10% | Add +2.5% | 12,273 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -38.3% | 12,198 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -29.5% | 12,155 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 12,151 | $1.1M |
| Koshinski Asset Management, Inc. | 0.10% | New | 12,285 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -0.5% | 12,115 | $1.1M |
| Graypoint LLC | 0.07% | Add +4.2% | 11,789 | $1.0M |
| Laurel Wealth Advisors LLC | 0.18% | Add +0.0% | 11,707 | $1.0M |
| AdvisorNet Financial, Inc | 0.09% | Reduce -21.5% | 11,682 | $1.0M |
| Acas, LLC | 0.89% | Reduce -6.9% | 11,088 | $1.0M |
| Aprio Wealth Management, LLC | 0.19% | Reduce -0.0% | 11,537 | $1.0M |
| Dearborn Partners LLC | 0.04% | Add +9.6% | 11,471 | $1.0M |
| Summit Financial, LLC | 0.05% | New | 11,363 | $1.0M |
| Sather Financial Group Inc | 0.07% | No change | 11,360 | $1.0M |
| Vanguard Group Inc. | 0.00% | Add +1.4% | 11,329 | $998K |
| &partners | 0.04% | Add +285.5% | 11,267 | $993K |
| Marietta Wealth Management, LLC | 0.15% | No change | 11,220 | $989K |
| Perigon Wealth Management, LLC | 0.03% | Reduce -2.2% | 11,217 | $988K |
| MainStreet Investment Advisors LLC | 0.12% | Add +0.7% | 11,212 | $988K |
| Fiduciary Alliance LLC | 0.16% | Reduce -0.1% | 11,142 | $974K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -7.2% | 11,045 | $973K |
| Tiaa Trust, National Association | 0.00% | Reduce -9.8% | 11,015 | $971K |
| Capital Analysts, LLC | 0.04% | No change | 10,955 | $965K |
| Centaurus Financial, Inc. | 0.06% | Add +317.1% | 10,812 | $953K |
| Meridian Investment Counsel Inc. | 0.30% | No change | 10,644 | $938K |
| Moors & Cabot, Inc. | 0.05% | Add +7.8% | 10,516 | $927K |
| Breakwater Capital Group | 0.21% | Add +5.5% | 10,456 | $921K |
| City Holding Co. | 0.13% | Add +2.0% | 10,248 | $903K |
| Presilium Private Wealth, LLC | 0.23% | No change | 10,152 | $894K |
| Bangor Savings Bank | 0.09% | No change | 10,118 | $891K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.1% | 10,112 | $891K |
| PCA Investment Advisory Services Inc. | 0.46% | Reduce -18.9% | 10,071 | $887K |
| Harbour Capital Advisors, LLC | 0.21% | No change | 10,180 | $887K |
| Heartwood Wealth Advisors LLC | 0.11% | No change | 10,069 | $887K |
| BlackRock Inc. | 0.00% | Reduce -2.6% | 9,983 | $880K |
| Crewe Advisors LLC | 0.10% | Add +1061.3% | 9,964 | $878K |
| Quadrant Capital Group LLC | 0.07% | No change | 9,944 | $876K |
| Hancock Whitney Corp. | 0.03% | Reduce -3.8% | 9,895 | $872K |
| Ruggaard & Associates LLC | 0.40% | Reduce -0.1% | 9,815 | $865K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 9,437 | $859K |
| Venture Visionary Partners LLC | 0.04% | No change | 9,581 | $844K |
| SageView Advisory Group, LLC | 0.05% | New | 9,454 | $833K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -8.4% | 9,362 | $825K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +10.7% | 9,339 | $823K |
| Parcion Private Wealth LLC | 0.07% | Reduce -1.2% | 9,224 | $813K |
| Brandywine Oak Private Wealth LLC | 0.08% | Reduce -4.8% | 9,137 | $805K |
| Financial Alternatives, Inc | 0.60% | No change | 9,084 | $800K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 9,074 | $800K |
| Truepoint, Inc. | 0.02% | Add +0.1% | 9,008 | $794K |
| TCV Trust & Wealth Management, Inc. | 0.08% | No change | 8,939 | $788K |
| Griffin Asset Management, Inc. | 0.09% | Reduce -4.0% | 8,882 | $783K |
| KMG Fiduciary Partners, LLC | 0.08% | No change | 8,789 | $774K |
| Synovus Financial Corp. | 0.01% | Add +0.2% | 8,744 | $770K |
| HMS Capital Management, LLC | 0.40% | Reduce -6.0% | 8,715 | $768K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.45% | Reduce -0.1% | 8,678 | $765K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -12.6% | 8,659 | $763K |
| Independent Advisor Alliance | 0.03% | Reduce -4.3% | 8,656 | $763K |
| Hubbell Strickland Wealth Management, LLC | 0.38% | Reduce -0.4% | 8,559 | $754K |
| Avior Wealth Management, LLC | 0.03% | Reduce -1.7% | 8,518 | $751K |
| Atlantic Edge Private Wealth Management, LLC | 0.25% | No change | 8,510 | $750K |
| Oxinas Partners, LLC | 0.49% | Reduce -0.9% | 8,381 | $738K |
| Welch & Forbes LLC | 0.01% | Reduce -15.1% | 8,423 | $738K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 8,309 | $732K |
| Montecito Bank & Trust | 0.15% | Reduce -4.6% | 8,287 | $730K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -11.5% | 8,256 | $727K |
| Compton Wealth Advisory Group, LLC | 0.19% | Reduce -2.9% | 8,254 | $727K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.0% | 8,079 | $712K |
| Armstrong Advisory Group, Inc. | 0.06% | Add +1.4% | 8,057 | $710K |
| Planning Capital Management Corp | 0.50% | Add +0.1% | 8,029 | $707K |
| Octavia Wealth Advisors, LLC | 0.10% | Add +8.6% | 8,021 | $707K |
| Gables Capital Management Inc. | 0.37% | No change | 8,016 | $706K |
| Merit Financial Group, LLC | 0.02% | Add +0.8% | 8,003 | $705K |
| Oakworth Capital, Inc. | 0.05% | Reduce -0.5% | 8,002 | $705K |
| Modera Wealth Management, LLC | 0.01% | Add +89.8% | 7,999 | $705K |
| Private Capital Management LLC | 0.14% | No change | 7,991 | $704K |
| Fairscale Capital, LLC | 0.62% | — | 7,516 | $703K |
| SOL Capital Management CO | 0.08% | Reduce -1.6% | 7,940 | $700K |
| Quantinno Capital Management LP | 0.01% | Reduce -9.0% | 7,889 | $695K |
| Hyperion Partners, LLC | 0.49% | Add +6.0% | 7,848 | $692K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +1.7% | 7,810 | $688K |
| ProVise Management Group, LLC | 0.06% | Reduce -4.6% | 7,696 | $678K |
| Key Financial Inc | 0.16% | Reduce -0.7% | 7,632 | $672K |
| Allen Investment Management, LLC | 0.01% | No change | 7,556 | $666K |
| Arkadios Wealth Advisors | 0.04% | Add +0.0% | 7,545 | $665K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.2% | 7,437 | $655K |
| Choreo, LLC | 0.01% | Add +105.1% | 7,505 | $654K |
| River Street Advisors LLC | 0.41% | New | 7,412 | $653K |
| Peterson Wealth Advisors, LLC | 0.14% | Add +0.1% | 7,407 | $653K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 7,234 | $637K |
| Awm Capital, LLC | 0.10% | No change | 7,224 | $637K |
| Summit Trail Advisors, LLC | 0.02% | Reduce -41.6% | 7,211 | $635K |
| Prosperity Planning, Inc. | 0.22% | Reduce -0.6% | 7,188 | $633K |
| Private Management Group Inc. | 0.02% | Reduce -8.3% | 7,165 | $631K |
| Cahaba Wealth Management, Inc. | 0.06% | No change | 7,154 | $630K |
| Brighton Jones LLC | 0.02% | Add +20.0% | 7,081 | $624K |
| WMS Partners, LLC | 0.04% | No change | 7,060 | $622K |
| SouthState Bank Corp | 0.05% | No change | 7,036 | $620K |
| VestGen Investment Management | 0.18% | Add +1.2% | 7,022 | $619K |
| Harbor Investment Advisory, LLC | 0.06% | No change | 7,022 | $619K |
| Busey Bank | 0.02% | Add +29.2% | 7,014 | $618K |
| Corundum Group, Inc. | 0.24% | No change | 7,000 | $617K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 6,960 | $613K |
| Pacific Sun Financial Corp | 0.36% | Reduce -1.2% | 6,883 | $606K |
| United Community Bank | 0.24% | Reduce -6.4% | 6,861 | $605K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -14.0% | 6,842 | $603K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.29% | Add +3.9% | 6,790 | $598K |
| Alerus Financial NA | 0.04% | No change | 6,784 | $598K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +14.6% | 6,387 | $597K |
| MSH Capital Advisors LLC | 0.20% | Add +6.3% | 6,740 | $594K |
| Focus Financial Network, Inc. | 0.03% | Reduce -13.7% | 6,495 | $594K |
| Sound Income Strategies, LLC | 0.04% | Reduce -1.9% | 6,669 | $588K |
| Veracity Capital LLC | 0.24% | Reduce -6.5% | 6,629 | $584K |
| Cobblestone Capital Advisors LLC | 0.04% | Reduce -0.5% | 6,568 | $579K |
| Glen Eagle Advisors, LLC | 0.11% | Reduce -0.8% | 6,566 | $579K |
| Legacy Private Trust Co. | 0.04% | No change | 6,536 | $576K |
| Palisade Asset Management, LLC | 0.06% | No change | 6,532 | $576K |
| Stephen J. Garry & Associates, LLC | 0.56% | Reduce -1.9% | 6,328 | $558K |
| Keel Point, LLC | 0.05% | Add +0.1% | 6,344 | $556K |
| Signature Wealth Management Partners, LLC | 0.42% | No change | 6,300 | $555K |
| LexAurum Advisors, LLC | 0.14% | Reduce -6.4% | 6,251 | $551K |
| Washington Trust Bank | 0.05% | Reduce -7.4% | 6,154 | $542K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -9.7% | 6,153 | $542K |
| Independent Wealth Network Inc. | 0.25% | Reduce -2.9% | 6,145 | $541K |
| Harbour Trust & Investment Management Co | 0.06% | Reduce -1.9% | 6,144 | $541K |
| Mission Wealth Management, LP | 0.01% | Reduce -4.3% | 6,043 | $532K |
| Mattern Wealth Management LLC | 0.13% | No change | 5,988 | $528K |
| Pinnacle Financial Group, LLC / IL | 0.23% | No change | 5,986 | $527K |
| Congress Asset Management Co. | 0.00% | New | 5,962 | $525K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 5,900 | $520K |
| Planned Solutions, Inc. | 0.25% | No change | 5,884 | $518K |
| IFG Advisors, LLC | 0.12% | No change | 5,882 | $518K |
| Wealthstream Advisors, Inc. | 0.19% | Reduce -6.1% | 5,832 | $514K |
| Hilltop Holdings Inc. | 0.06% | Reduce -0.7% | 5,745 | $506K |
| FineMark National Bank & Trust | 0.02% | Reduce -0.3% | 5,734 | $505K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -9.4% | 5,728 | $505K |
| Stratos Investment Management, LLC | 0.04% | Reduce -0.6% | 5,722 | $504K |
| HBK Sorce Advisory LLC | 0.02% | No change | 5,716 | $504K |
| Smith Anglin Financial, LLC | 0.05% | Reduce -29.4% | 5,702 | $502K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +6.4% | 5,660 | $499K |
| CRA Financial Services, LLC | 0.10% | Reduce -3.4% | 5,640 | $497K |
| Bleakley Financial Group, LLC | 0.01% | No change | 5,634 | $496K |
| Simplicity Wealth,LLC | 0.01% | No change | 5,634 | $496K |
| Thrive Capital Management, LLC | 0.23% | New | 5,611 | $494K |
| Dentgroup LLC | 0.40% | Reduce -4.2% | 5,562 | $490K |
| Geometric Wealth Advisors | 0.10% | New | 5,537 | $488K |
| PGIM Custom Harvest LLC | 0.01% | No change | 5,479 | $483K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +16.8% | 5,474 | $482K |
| Evergreen Capital Management LLC | 0.02% | Reduce -7.5% | 5,449 | $480K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | No change | 5,432 | $479K |
| Allworth Financial LP | 0.00% | Add +8.1% | 5,302 | $477K |
| American Financial & Tax Strategies Inc. | 0.25% | No change | 5,406 | $476K |
| Sunpointe, LLC | 0.31% | No change | 5,400 | $476K |
| 626 Financial, LLC | 0.28% | No change | 5,380 | $474K |
| Denver PWM, LLC | 0.19% | Add +0.2% | 5,347 | $471K |
| Trexquant Investment LP | 0.01% | New | 5,300 | $467K |
| Insight Advisors, LLC/ PA | 0.08% | Add +0.1% | 5,276 | $465K |
| Uptick Partners, LLC | 0.36% | Reduce -4.3% | 5,086 | $464K |
| Brown Miller Wealth Management, LLC | 0.19% | Reduce -9.2% | 5,245 | $462K |
| Bar Harbor Wealth Management | 0.03% | Reduce -4.8% | 5,215 | $459K |
| Highland Capital Management, LLC | 0.03% | No change | 5,154 | $454K |
| Evercore Wealth Management, LLC | 0.01% | No change | 5,151 | $454K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 5,051 | $445K |
| Somerville Kurt F | 0.07% | Reduce -57.0% | 5,000 | $441K |
| Haverford Trust Co | 0.00% | Add +0.4% | 4,996 | $440K |
| Davidson Trust Co. | 0.30% | Reduce -12.4% | 4,972 | $438K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -7.7% | 4,967 | $438K |
| Petra Financial Advisors Inc. | 0.31% | No change | 4,901 | $432K |
| Tompkins Financial Corp. | 0.04% | Reduce -0.7% | 4,858 | $428K |
| Meridian Financial Advisors, LLC | 0.31% | Add +34.6% | 4,854 | $428K |
| Carolinas Wealth Consulting LLC | 0.08% | Add +51.7% | 4,840 | $426K |
| Aaron Wealth Advisors LLC | 0.06% | No change | 4,799 | $423K |
| Diversify Wealth Management, LLC | 0.05% | — | 4,976 | $422K |
| Brass Tax Wealth Management, Inc. | 0.08% | No change | 4,780 | $421K |
| Waldron Private Wealth LLC | 0.02% | No change | 4,758 | $419K |
| Guerra Pan Advisors, LLC | 0.35% | Add +67.1% | 4,754 | $419K |
| Betterment LLC | 0.00% | Reduce -0.1% | 4,742 | $418K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +3.4% | 4,743 | $418K |
| Doliver Advisors, LP | 0.12% | Reduce -2.1% | 4,738 | $417K |
| Pure Financial Advisors, LLC | 0.01% | No change | 4,731 | $417K |
| NCM Capital Management, LLC | 0.22% | No change | 4,728 | $417K |
| Sawgrass Asset Management LLC | 0.05% | No change | 4,721 | $416K |
| Fayez Sarofim & Co | 0.00% | No change | 4,680 | $412K |
| Park Avenue Securities LLC | 0.01% | Add +33.8% | 4,663 | $411K |
| Clayton Financial Group LLC | 0.18% | No change | 4,494 | $410K |
| IFG Advisory, LLC | 0.03% | New | 4,649 | $410K |
| Mather Group, Llc. | 0.01% | Add +41.3% | 4,484 | $409K |
| Ocean Park Asset Management, LLC | 0.02% | Add +16.4% | 4,612 | $406K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 4,610 | $406K |
| Mma Asset Management LLC | 0.19% | No change | 4,606 | $406K |
| Parallel Advisors, LLC | 0.01% | Add +1.7% | 4,601 | $405K |
| Old Second National Bank of Aurora | 0.10% | New | 4,520 | $398K |
| PCG Wealth Advisors, LLC | 0.17% | Add +0.1% | 4,504 | $397K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | No change | 4,489 | $396K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Reduce -3.0% | 4,483 | $395K |
| TNF LLC | 0.15% | Add +0.1% | 4,425 | $395K |
| Saxon Interests, Inc. | 0.19% | Reduce -0.2% | 4,457 | $393K |
| MidAtlantic Capital Management, Inc. | 0.33% | Add +15.6% | 4,435 | $391K |
| Total Wealth Planning, LLC | 0.06% | Reduce -0.7% | 4,158 | $389K |
| Fiduciary Financial Group, LLC | 0.09% | — | 4,155 | $389K |
| Spectrum Wealth Counsel, LLC | 0.05% | Reduce -6.9% | 4,411 | $389K |
| Linscomb Wealth, Inc. | 0.02% | No change | 4,394 | $387K |
| Bensler, LLC | 0.05% | No change | 4,381 | $386K |
| Oakwell Private Wealth Management, LLC | 0.11% | No change | 4,361 | $384K |
| Moller Wealth Partners | 0.10% | New | 4,357 | $384K |
| All Terrain Financial Advisors, LLC | 0.16% | No change | 4,356 | $384K |
| Integrated Investment Consultants, LLC | 0.10% | No change | 4,159 | $380K |
| Harbour Investments, Inc. | 0.01% | Reduce -30.2% | 4,292 | $378K |
| Strategic Blueprint, LLC | 0.03% | Add +0.8% | 4,290 | $378K |
| Vertex Planning Partners, LLC | 0.10% | No change | 4,272 | $376K |
| Fiduciary Trust Co | 0.01% | Reduce -8.2% | 4,272 | $376K |
| Norris Perne & French LLP | 0.03% | Reduce -0.5% | 4,265 | $376K |
| RFG Advisory, LLC | 0.01% | New | 4,256 | $375K |
| Jane Street Group, LLC | 0.00% | New | 4,249 | $374K |
| Perritt Capital Management Inc | 0.20% | Add +0.1% | 4,217 | $372K |
| Dover Advisors, LLC | 0.23% | Add +30.3% | 4,155 | $366K |
| McDonough Capital Management, Inc | 0.27% | Reduce -0.7% | 4,154 | $366K |
| Indiana Trust & Investment Management Co | 0.13% | Add +280.1% | 4,139 | $365K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +23.5% | 4,138 | $365K |
| Community Bank, N.A. | 0.05% | Reduce -2.9% | 4,130 | $364K |
| Vickerman Investment Advisors, Inc. | 0.12% | Reduce -1.1% | 4,126 | $364K |
| GYL Financial Synergies, LLC | 0.03% | No change | 4,124 | $363K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +1.8% | 4,121 | $363K |
| Global Financial Private Client, LLC | 0.15% | New | 4,097 | $361K |
| Northeast Financial Consultants Inc | 0.02% | No change | 4,064 | $358K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 4,209 | $358K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +10.7% | 4,048 | $357K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -1.9% | 4,032 | $355K |
| Intrust Bank NA | 0.04% | No change | 4,025 | $355K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -1.8% | 3,997 | $352K |
| Carnegie Investment Counsel | 0.01% | No change | 3,996 | $352K |
| HCR Wealth Advisors | 0.05% | No change | 3,991 | $352K |
| Waypoint Capital Advisors, LLC | 0.09% | No change | 3,984 | $351K |
| Smith & Howard Wealth Management, LLC | 0.10% | No change | 3,967 | $350K |
| MKT Advisors LLC | 0.17% | No change | 4,000 | $348K |
| Terril Brothers, Inc. | 0.12% | No change | 3,906 | $344K |
| High Falls Advisors, Inc | 0.08% | No change | 3,900 | $344K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 3,899 | $344K |
| Boston Financial Mangement LLC | 0.01% | Reduce -0.2% | 3,892 | $343K |
| Highview Capital Management LLC | 0.14% | Add +14.8% | 3,884 | $342K |
| Arq Wealth Advisors, LLC | 0.15% | No change | 3,842 | $339K |
| NBT Bank, N.A. | 0.02% | No change | 3,806 | $335K |
| Independence Bank of Kentucky | 0.09% | No change | 3,760 | $331K |
| Delta Investment Management, LLC | 0.07% | No change | 3,757 | $331K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | No change | 3,740 | $330K |
| AQR Capital Management | 0.00% | New | 3,703 | $326K |
| Carl P. Sherr & Co., LLC | 0.18% | No change | 3,696 | $326K |
| Probity Advisors, Inc. | 0.07% | No change | 3,644 | $321K |
| Glassman Wealth Services | 0.06% | No change | 3,636 | $320K |
| Trueblood Wealth Management, LLC | 0.18% | No change | 3,627 | $320K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -12.5% | 3,626 | $320K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | Reduce -2.0% | 3,623 | $319K |
| Transform Wealth, LLC | 0.02% | Reduce -3.4% | 3,616 | $319K |
| Two Sigma Securities, LLC | 0.02% | New | 3,600 | $317K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.5% | 3,575 | $315K |
| Western Wealth Management, LLC | 0.02% | No change | 3,527 | $311K |
| Bailard, Inc. | 0.01% | No change | 3,498 | $308K |
| Wick Capital Partners, LLC | 0.11% | No change | 3,492 | $308K |
| Burke & Herbert Bank & Trust Co. | 0.07% | New | 3,490 | $308K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.0% | 3,476 | $306K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.9% | 3,462 | $305K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -6.7% | 3,453 | $304K |
| Sandy Cove Advisors, LLC | 0.13% | Add +0.1% | 3,418 | $301K |
| DAVENPORT & Co LLC | 0.00% | No change | 3,418 | $301K |
| Wesbanco Bank Inc. | 0.01% | Reduce -2.0% | 3,406 | $300K |
| Relyea Zuckerberg Hanson LLC | 0.05% | New | 3,404 | $300K |
| Northeast Investment Management | 0.01% | No change | 3,402 | $300K |
| Kowal Investment Group, LLC | 0.06% | Add +0.1% | 3,380 | $298K |
| Thomasville National Bank | 0.02% | Reduce -4.0% | 3,369 | $297K |
| Allied Investment Advisors, LLC | 0.07% | No change | 3,363 | $296K |
| BlueChip Wealth Advisors LLC | 0.17% | No change | 3,351 | $295K |
| Montag A & Associates Inc. | 0.01% | No change | 3,348 | $295K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +6.4% | 3,333 | $294K |
| Personal Cfo Solutions, LLC | 0.04% | Add +0.1% | 3,276 | $289K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -10.9% | 3,268 | $288K |
| First National Bank & Trust Co. of Newtown | 0.06% | No change | 3,255 | $287K |
| Lanark Financial, Inc. | 0.03% | Reduce -4.4% | 3,245 | $285K |
| Asset Dedication, LLC | 0.02% | Add +11.1% | 3,222 | $284K |
| Security National Bank of So Dak | 0.17% | No change | 3,200 | $282K |
| Matthew Goff Investment Advisor, LLC | 0.06% | No change | 3,199 | $282K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -1.7% | 3,156 | $278K |
| Eagle Bay Advisors LLC | 0.17% | No change | 3,133 | $276K |
| HTLF Bank | 0.03% | No change | 3,133 | $276K |
| Accredited Investors Inc. | 0.02% | No change | 3,130 | $276K |
| Financial Partners Group, Inc | 0.04% | Reduce -0.3% | 3,123 | $275K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -2.2% | 3,113 | $274K |
| D. E. Shaw & Co. | 0.00% | New | 3,109 | $274K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 3,080 | $271K |
| Stevens Capital Partners | 0.14% | Reduce -10.7% | 3,074 | $271K |
| Sage Financial Group Inc. | 0.02% | Add +1.1% | 3,049 | $269K |
| Heritage Financial Services, LLC | 0.04% | No change | 3,040 | $268K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -5.8% | 3,032 | $267K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.4% | 3,031 | $267K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -0.7% | 3,027 | $267K |
| Garrison Point Advisors, LLC | 0.17% | No change | 3,000 | $264K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,000 | $264K |
| Condor Capital Management | 0.03% | No change | 2,996 | $264K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,993 | $264K |
| Bennett Selby Investments LP | 0.12% | Reduce -7.0% | 2,985 | $263K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -8.3% | 2,977 | $262K |
| Eclectic Associates Inc. | 0.12% | No change | 2,968 | $262K |
| CFO4Life Group, LLC | 0.05% | No change | 2,950 | $260K |
| West Bancorporation Inc. | 0.19% | No change | 2,930 | $258K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 2,920 | $257K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +93.2% | 2,913 | $257K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,900 | $256K |
| Creekside Partners | 0.14% | — | 2,892 | $255K |
| Farmers National Bank | 0.08% | Reduce -0.6% | 2,881 | $254K |
| Lyell Wealth Management, LP | 0.02% | Reduce -36.3% | 2,875 | $253K |
| Annex Advisory Services, LLC | 0.01% | Add +2.9% | 2,868 | $253K |
| First National Bank of Hutchinson | 0.16% | No change | 2,852 | $251K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,844 | $251K |
| Argent Trust Co | 0.01% | Add +7.6% | 2,840 | $250K |
| KCM Investment Advisors LLC | 0.01% | No change | 2,820 | $248K |
| Chemung Canal Trust Co. | 0.05% | Reduce -1.2% | 2,815 | $248K |
| VeraBank, N.A. | 0.08% | No change | 2,807 | $247K |
| Ellevest, Inc. | 0.01% | No change | 2,807 | $247K |
| Independent Investors Inc. | 0.05% | No change | 2,800 | $247K |
| Westmount Partners, LLC | 0.08% | No change | 2,776 | $242K |
| Riverview Capital Advisers, LLC | 0.08% | New | 2,740 | $241K |
| CNB Bank | 0.12% | No change | 2,737 | $241K |
| First City Capital Management, Inc. | 0.14% | No change | 2,732 | $241K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 2,728 | $240K |
| Confluence Wealth Services, Inc. | 0.02% | Add +1.2% | 2,705 | $238K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 2,700 | $238K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -6.3% | 2,681 | $236K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 2,686 | $236K |
| Greater Midwest Financial Group, LLC | 0.15% | Add +0.1% | 2,692 | $235K |
| Advisors Management Group Inc. | 0.06% | No change | 2,672 | $235K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 2,647 | $233K |
| Bremer Bank National Association | 0.05% | No change | 2,647 | $233K |
| Plotkin Financial Advisors, LLC | 0.15% | No change | 2,644 | $233K |
| MV Capital Management, Inc. | 0.03% | No change | 2,632 | $232K |
| Sterling Investment Counsel, LLC | 0.09% | Reduce -8.8% | 2,624 | $231K |
| Essex Financial Services, Inc. | 0.02% | New | 2,615 | $227K |
| Fee-Only Financial Planning, L.C. | 0.15% | No change | 2,560 | $226K |
| FinTrust Capital Advisors, LLC | 0.04% | Add +232.8% | 2,556 | $225K |
| Valmark Advisers, Inc. | 0.00% | Add +0.0% | 2,552 | $225K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -20.4% | 2,545 | $224K |
| Trifecta Capital Advisors, LLC | 0.05% | No change | 2,540 | $224K |
| Alamar Capital Management, LLC | 0.14% | — | 2,534 | $223K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 2,528 | $223K |
| DT Investment Partners, LLC | 0.02% | No change | 2,520 | $222K |
| Moneywise, Inc. | 0.12% | Add +0.1% | 2,517 | $222K |
| Arvest Trust Co. N A | 0.01% | No change | 2,500 | $220K |
| Sapient Capital LLC | 0.00% | No change | 2,484 | $219K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 2,480 | $219K |
| SpiderRock Advisors, LLC | 0.01% | No change | 2,472 | $218K |
| Klingman & Associates, LLC | 0.01% | New | 2,460 | $217K |
| QRG Capital Management, Inc. | 0.00% | Reduce -13.5% | 2,459 | $217K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,454 | $216K |
| LaFleur & Godfrey LLC | 0.03% | New | 2,452 | $216K |
| Peak Planning Group, LLC | 0.11% | New | 2,449 | $216K |
| Chapin Davis, Inc. | 0.07% | No change | 2,446 | $216K |
| IMS Capital Management | 0.10% | No change | 2,408 | $215K |
| Smith, Moore & Co. | 0.02% | No change | 2,422 | $213K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 2,416 | $213K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -8.8% | 2,408 | $212K |
| Revisor Wealth Management LLC | 0.15% | Reduce -50.0% | 2,400 | $211K |
| Benchmark Wealth Management, LLC | 0.11% | No change | 2,398 | $211K |
| Arete Wealth Advisors, LLC | 0.02% | New | 2,403 | $211K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -0.8% | 2,392 | $211K |
| Aviance Capital Partners, LLC | 0.03% | No change | 2,390 | $211K |
| SteelPeak Wealth, LLC | 0.01% | Add +1.5% | 2,382 | $210K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,376 | $209K |
| Ritholtz Wealth Management | 0.01% | Reduce -43.6% | 2,372 | $209K |
| TFG Advisers LLC | 0.08% | Add +0.1% | 2,370 | $209K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,363 | $208K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 2,360 | $208K |
| Intergy Private Wealth, LLC | 0.09% | No change | 2,356 | $208K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -17.2% | 2,343 | $206K |
| Sightline Wealth Advisors, LLC | 0.13% | No change | 2,328 | $205K |
| Legacy Financial Group LLC | 0.04% | No change | 2,316 | $204K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -4.2% | 2,315 | $204K |
| Procyon Advisors, LLC | 0.01% | No change | 2,300 | $203K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 2,290 | $202K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 2,290 | $202K |
| First Interstate Bank | 0.01% | No change | 2,288 | $202K |
| Liberty Wealth Management LLC | 0.04% | Add +0.1% | 2,283 | $201K |
| NorthRock Partners, LLC | 0.01% | Add +4.3% | 2,250 | $198K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 2,240 | $197K |
| Aviso Financial Inc. | 0.01% | — | 2,219 | $195K |
| Colorado Capital Management, Inc. | 0.11% | Reduce -2.0% | 2,199 | $194K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +18.7% | 2,159 | $190K |
| Qube Research & Technologies Ltd | 0.00% | Add +39.6% | 2,152 | $190K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -55.0% | 2,044 | $180K |
| Creative Financial Designs Inc. | 0.02% | Add +0.1% | 2,040 | $180K |
| Security National Bank | 0.03% | No change | 1,951 | $172K |
| Register Financial Advisors LLC | 0.09% | New | 1,950 | $172K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.6% | 1,867 | $165K |
| Valley National Advisers Inc. | 0.02% | No change | 1,870 | $164K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,842 | $162K |
| Wolff Wiese Magana LLC | 0.13% | New | 1,825 | $161K |
| CVA Family Office, LLC | 0.03% | No change | 1,804 | $159K |
| Signaturefd, LLC | 0.00% | No change | 1,786 | $157K |
| Macroview Investment Management LLC | 0.17% | Add +2.6% | 1,764 | $155K |
| Flputnam Investment Management Co. | 0.00% | New | 1,744 | $154K |
| Peachtree Investment Partners, LLC | 0.06% | Add +0.1% | 1,727 | $152K |
| HM Payson & Co. | 0.00% | No change | 1,712 | $151K |
| Voisard Asset Management Group, Inc. | 0.07% | No change | 1,704 | $150K |
| West Paces Advisors Inc. | 0.04% | No change | 1,681 | $148K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,610 | $148K |
| Ancora Advisors LLC | 0.00% | No change | 1,665 | $147K |
| West Branch Capital LLC | 0.05% | Reduce -6.1% | 1,596 | $141K |
| Clearstead Trust, LLC | 0.03% | No change | 1,584 | $140K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,580 | $139K |
| Bank of New Hampshire | 0.04% | No change | 1,550 | $137K |
| Rosenberg Matthew Hamilton | 0.04% | New | 1,554 | $135K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 1,532 | $135K |
| Legacy Bridge, LLC | 0.08% | No change | 1,522 | $134K |
| Grove Bank & Trust | 0.02% | No change | 1,472 | $130K |
| Gen-Wealth Partners Inc | 0.06% | No change | 1,440 | $127K |
| Abich Financial Wealth Management LLC | 0.08% | No change | 1,411 | $124K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +18.5% | 1,346 | $119K |
| S.A. Mason LLC | 0.07% | No change | 1,336 | $118K |
| PFS Partners, LLC | 0.07% | Reduce -18.5% | 1,332 | $117K |
| Bear Mountain Capital, Inc. | 0.05% | Reduce -7.5% | 1,280 | $116K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,292 | $114K |
| Evergreen Private Wealth LLC | 0.05% | Reduce -62.0% | 1,223 | $108K |
| Horrell Capital Management, Inc. | 0.03% | No change | 1,220 | $107K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,200 | $106K |
| Mill Capital Management, LLC | 0.01% | No change | 1,200 | $106K |
| SIMA Wealth Partners, LLC | 0.10% | — | 1,193 | $105K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | New | 1,173 | $103K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,167 | $103K |
| Northwest Capital Management Inc | 0.04% | No change | 1,161 | $102K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,127 | $99K |
| Founders Capital Management | 0.06% | No change | 1,126 | $99K |
| Main Street Group, LTD | 0.05% | No change | 1,133 | $99K |
| Financial Perspectives, Inc | 0.04% | No change | 1,086 | $96K |
| Dunhill Financial, LLC | 0.06% | No change | 1,079 | $95K |
| Windsor Advisory Group, LLC | 0.19% | No change | 1,076 | $95K |
| Private Ocean, LLC | 0.01% | No change | 990 | $87K |
| GFS Advisors, LLC | 0.01% | New | 13,995 | $87K |
| Blue Trust, Inc. | 0.00% | No change | 940 | $86K |
| HWG Holdings LP | 0.03% | — | 937 | $83K |
| Smithfield Trust Co | 0.00% | No change | 914 | $81K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 888 | $78K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 887 | $78K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 866 | $76K |
| Quent Capital, LLC | 0.01% | No change | 860 | $76K |
| Moser Wealth Advisors, LLC | 0.04% | No change | 840 | $74K |
| Kings Path Partners LLC | 0.03% | — | 840 | $74K |
| American National Bank & Trust | 0.01% | No change | 835 | $74K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 832 | $73K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 830 | $73K |
| Tidemark, LLC | 0.03% | Reduce -13.1% | 819 | $72K |
| Y.D. More Investments Ltd | 0.01% | Reduce -4.8% | 800 | $70K |
| Insight Inv LLC | 0.06% | No change | 772 | $68K |
| Founders Financial Alliance, LLC | 0.02% | No change | 752 | $66K |
| Sage Mountain Advisors LLC | 0.01% | No change | 725 | $64K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 720 | $63K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.1% | 714 | $63K |
| Hilltop National Bank | 0.02% | No change | 700 | $62K |
| Rice Partnership, LLC | 0.01% | No change | 694 | $61K |
| WASHINGTON TRUST Co | 0.00% | No change | 680 | $60K |
| PSI Advisors, LLC | 0.02% | Add +12.9% | 673 | $59K |
| Thompson Investment Management, Inc. | 0.01% | No change | 656 | $58K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -41.8% | 650 | $57K |
| Milestone Investment Advisors LLC | 0.01% | Add +4.8% | 637 | $56K |
| Strengthening Families & Communities, LLC | 0.02% | New | 624 | $55K |
| SWS Partners | 0.02% | New | 577 | $51K |
| Johnson Financial Group, Inc. | 0.00% | New | 565 | $50K |
| Steph & Co. | 0.02% | No change | 560 | $49K |
| Transcendent Capital Group LLC | 0.03% | Add +262.6% | 533 | $47K |
| Caldwell Trust Co | 0.01% | No change | 520 | $46K |
| Rothschild Investment LLC | 0.00% | New | 501 | $44K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $44K |
| Colonial Trust Advisors | 0.00% | No change | 495 | $44K |
| Atwood & Palmer Inc. | 0.00% | New | 488 | $43K |
| Centennial Bank | 0.02% | Reduce -31.8% | 475 | $42K |
| Burkett Financial Services, LLC | 0.02% | Add +0.2% | 466 | $41K |
| Cornerstone Planning Group LLC | 0.01% | No change | 475 | $40K |
| Coppell Advisory Solutions LLC | 0.01% | — | 455 | $40K |
| Rise Advisors, LLC | 0.02% | Add +0.2% | 453 | $40K |
| Armor Investment Advisors, LLC | 0.02% | No change | 440 | $39K |
| Mechanics Financial Corp | 0.02% | No change | 398 | $35K |
| Hanson & Doremus Investment Management | 0.01% | No change | 396 | $35K |
| Partnership Wealth Management, LLC | 0.03% | No change | 392 | $35K |
| Capital Investment Counsel, Inc | 0.01% | No change | 392 | $35K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 370 | $33K |
| Financial Freedom, LLC | 0.02% | New | 368 | $32K |
| Kimelman & Baird, LLC | 0.00% | — | 350 | $31K |
| Continuum Advisory, LLC | 0.00% | No change | 348 | $31K |
| Redwood Wealth Management Group, LLC | 0.02% | New | 324 | $29K |
| Hollencrest Capital Management | 0.00% | No change | 320 | $28K |
| Dogwood Wealth Management LLC | 0.02% | Reduce -11.5% | 315 | $28K |
| Pacific Center for Financial Services | 0.01% | No change | 308 | $27K |
| Smartleaf Asset Management LLC | 0.00% | Add +1.7% | 306 | $27K |
| Creekmur Asset Management LLC | 0.01% | Reduce -27.7% | 298 | $26K |
| First PREMIER Bank | 0.01% | No change | 296 | $26K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 288 | $25K |
| Westside Investment Management, Inc. | 0.01% | No change | 288 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 285 | $25K |
| Citizens National Bank Trust Department | 0.01% | No change | 280 | $25K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 276 | $24K |
| Assetmark, Inc. | 0.00% | Reduce -34.8% | 261 | $23K |
| Financial Connections Group, Inc. | 0.01% | New | 240 | $21K |
| Tsfg, LLC | 0.00% | No change | 232 | $20K |
| Archer Investment Corp | 0.01% | Reduce -29.1% | 212 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 208 | $18K |
| Creative Capital Management Investments LLC | 0.01% | No change | 204 | $18K |
| 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 | $15K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 172 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | New | 166 | $15K |
| Matrix Private Capital Group LLC | 0.01% | No change | 160 | $14K |
| Piscataqua Savings Bank | 0.01% | No change | 160 | $14K |
| Gleason Group, Inc. | 0.00% | No change | 153 | $13K |
| CENTRAL TRUST Co | 0.00% | Reduce -95.5% | 142 | $13K |
| POM Investment Strategies, LLC | 0.01% | No change | 137 | $12K |
| Stephens Consulting, LLC | 0.00% | No change | 136 | $12K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 132 | $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% | No change | 123 | $11K |
| Northwest Bank & Trust Co | 0.01% | No change | 115 | $10K |
| Adirondack Trust Co. | 0.00% | New | 112 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 112 | $10K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 110 | $10K |
| Ballast Advisors LLC | 0.00% | No change | 100 | $9K |
| Rhumbline Advisers | 0.00% | New | 100 | $9K |
| Trust Co | 0.00% | No change | 96 | $8K |
| Abound Wealth Management | 0.00% | No change | 94 | $8K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 94 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 90 | $8K |
| Rain Capital Management, LLC | 0.01% | No change | 87 | $8K |
| Avion Wealth | 0.00% | No change | 80 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 76 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | Reduce -57.1% | 72 | $6K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 64 | $6K |
| Hobbs Group Advisors, LLC | 0.00% | — | 62 | $5K |
| New Millennium Group LLC | 0.00% | New | 60 | $5K |
| Family Asset Management, LLC | 0.00% | No change | 60 | $5K |
| Robinswood Financial LLC | 0.00% | New | 58 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 48 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -69.5% | 40 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| Hershey Financial Advisers, LLC | 0.00% | — | 30 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 30 | $3K |
| Colonial Trust Co / SC | 0.00% | Reduce -11.8% | 30 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | — | 24 | $2K |
| Keener Financial Planning LLC | 0.00% | New | 29 | $2K |
| 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% | Add +7.1% | 15 | $1K |
| Realta Investment Advisors | 0.00% | No change | 12 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 4 | $352 |
| Ransom Advisory, Ltd | 0.00% | No change | 2 | $176 |
"% 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.