iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q3 2024 (September 30)878holders +19
61new positions
44sold out
3famous investors
$91.88avg. 13F price*
At the end of Q3 2024, 878 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 19 from Q2 2024. 61 opened new positions and 44 sold out. The largest holders were Morgan Stanley ($623.2M), Wells Fargo & Company ($621.1M) and FMR LLC ($345.2M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $36.7M |
| Exits | 44 | $43.0M |
All 13F filers, Q2 2024 → Q3 2024: 3,275,449 shares bought and 5,268,565 shares sold, net −1,993,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 878 holders
| Morgan Stanley | 0.05% | Add +0.6% | 6,779,141 | $623.2M |
| Wells Fargo & Company | 0.15% | Reduce -4.4% | 6,756,570 | $621.1M |
| FMR LLC | 0.02% | Add +0.6% | 3,754,753 | $345.2M |
| Bank of America Corp. | 0.03% | Add +10.6% | 3,708,053 | $340.9M |
| Main Management ETF Advisors, LLC | 13.19% | Add +2.5% | 3,025,840 | $278.2M |
| UBS Group AG | 0.06% | Add +1.9% | 2,221,654 | $204.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -40.3% | 2,050,776 | $188.5M |
| PNC Financial Services Group, Inc. | 0.11% | Add +1.9% | 1,958,463 | $180.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +4.7% | 1,716,894 | $157.8M |
| Captrust Financial Advisors | 0.47% | Reduce -36.4% | 1,710,719 | $157.3M |
| Ameriprise Financial Inc. | 0.03% | Add +2.4% | 1,462,850 | $135.0M |
| Financial Engines Advisors L.L.C. | 0.27% | Reduce -6.2% | 1,424,782 | $131.0M |
| LPL Financial LLC | 0.05% | Reduce -12.6% | 1,259,195 | $115.8M |
| Raymond James & Associates | 0.07% | Add +2.7% | 1,250,272 | $114.9M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +22.3% | 1,034,623 | $95.1M |
| D.A. Davidson & Co. | 0.77% | Add +1.7% | 1,007,144 | $92.6M |
| Northern Trust Corp. | 0.01% | Add +4.7% | 979,575 | $90.1M |
| USA Financial Formulas | 12.05% | Add +4.4% | 843,148 | $77.5M |
| Main Management LLC | 6.33% | Add +0.1% | 837,565 | $77.0M |
| Midland Wealth Advisors, LLC | 4.50% | Reduce -0.8% | 834,362 | $76.7M |
| Commonwealth Equity Services, LLC | 0.11% | Add +25.9% | 785,267 | $72.2M |
| MAI Capital Management | 0.66% | Reduce -1.1% | 750,005 | $68.9M |
| Modern Wealth Management, LLC | 4.16% | Reduce -4.1% | 737,848 | $67.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.0% | 705,022 | $64.8M |
| JPMorgan Chase & Co. | 0.01% | Add +2.5% | 687,892 | $63.2M |
| Susquehanna International Group, LLP | 0.10% | Add +2033.5% | 659,512 | $60.6M |
| Willis Johnson & Associates, Inc. | 4.42% | Add +2.5% | 632,315 | $58.1M |
| Keybank National Association | 0.21% | Reduce -1.0% | 602,144 | $55.4M |
| Royal Bank of Canada | 0.01% | Reduce -14.1% | 569,625 | $52.4M |
| HighTower Advisors, LLC | 0.07% | Add +5.5% | 531,177 | $48.9M |
| Lido Advisors, LLC | 0.37% | Add +6.6% | 525,906 | $48.3M |
| Bank of Montreal | 0.02% | Reduce -9.2% | 525,721 | $48.3M |
| Cerity Partners LLC | 0.10% | Add +9.0% | 495,049 | $45.5M |
| Wilmington Savings Fund Society, FSB | 0.81% | Reduce -6.9% | 489,940 | $45.0M |
| Bokf, NA | 0.80% | Add +2.3% | 492,674 | $44.9M |
| Joel Isaacson & Co., LLC | 2.12% | Add +0.7% | 484,617 | $44.6M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -6.7% | 481,544 | $44.3M |
| Truist Financial Corp. | 0.07% | Reduce -3.5% | 467,244 | $43.0M |
| Regions Financial Corp. | 0.29% | Reduce -0.7% | 442,886 | $40.7M |
| Cetera Investment Advisers | 0.08% | Add +5.6% | 382,926 | $35.2M |
| Mariner, LLC | 0.05% | Add +0.2% | 328,031 | $30.2M |
| AlTi Global, Inc. | 0.61% | Reduce -3.3% | 277,954 | $25.6M |
| Savant Capital, LLC | 0.21% | Reduce -1.0% | 274,278 | $25.2M |
| Steward Partners Investment Advisory, LLC | 0.23% | Add +0.1% | 269,333 | $24.8M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.5% | 266,809 | $24.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -27.3% | 266,252 | $24.5M |
| Stifel Financial Corp. | 0.03% | Add +12.2% | 261,425 | $24.0M |
| Courier Capital LLC | 1.63% | Add +6.9% | 258,070 | $23.7M |
| Pinkerton Wealth, LLC | 3.34% | Reduce -36.0% | 249,759 | $23.0M |
| Inspirion Wealth Advisors, LLC | 3.14% | Add +6.8% | 244,174 | $22.4M |
| Capital Advisors, Ltd. LLC | 2.65% | Reduce -1.1% | 232,867 | $21.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +99.0% | 223,972 | $20.6M |
| SPC Financial, Inc. | 1.76% | Reduce -3.8% | 216,865 | $19.9M |
| Yeomans Consulting Group, Inc. | 7.34% | Reduce -7.1% | 213,630 | $19.6M |
| Salomon & Ludwin, LLC | 1.98% | Reduce -9.3% | 211,724 | $19.5M |
| Apollon Wealth Management, LLC | 0.55% | Reduce -0.6% | 209,650 | $19.3M |
| 1834 Investment Advisors Co. | 2.24% | Reduce -5.7% | 209,607 | $19.3M |
| Jones Financial Companies LLLP | 0.02% | Add +20.4% | 208,342 | $19.1M |
| Jmac Enterprises LLC | 3.05% | Add +0.5% | 207,823 | $19.1M |
| Baird Financial Group, Inc. | 0.04% | Reduce -1.8% | 203,611 | $18.7M |
| Comerica Bank | 0.07% | Reduce -0.9% | 200,198 | $18.4M |
| Hudson Capital Management LLC | 5.67% | Add +0.8% | 186,402 | $17.1M |
| Cassaday & Co Wealth Management LLC | 0.47% | Reduce -0.9% | 179,027 | $16.5M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -3.0% | 169,527 | $15.6M |
| Creative Planning | 0.02% | Add +0.8% | 169,515 | $15.6M |
| Sterling Financial Planning, Inc. | 5.56% | Add +2.7% | 164,099 | $15.1M |
| Concurrent Investment Advisors, LLC | 0.44% | Add +21.8% | 161,234 | $14.8M |
| Texas Yale Capital Corp. | 0.64% | Reduce -0.1% | 160,703 | $14.8M |
| Blue Edge Capital, LLC | 2.30% | Add +2.4% | 160,550 | $14.8M |
| Integrated Wealth Concepts LLC | 0.18% | Add +0.3% | 159,340 | $14.6M |
| Clear Creek Financial Management, LLC | 1.64% | Add +2.2% | 157,235 | $14.5M |
| First Merchants Corp. | 0.53% | Reduce -1.1% | 150,482 | $13.8M |
| Fifth Third Bancorp | 0.05% | Add +0.2% | 150,041 | $13.8M |
| Ifrah Financial Services, Inc. | 3.67% | Reduce -1.4% | 148,135 | $13.6M |
| GHP Investment Advisors, Inc. | 0.62% | Reduce -0.1% | 147,315 | $13.5M |
| Cullen/Frost Bankers, Inc. | 0.18% | Add +2.0% | 141,390 | $13.0M |
| Greenup Street Wealth Management LLC | 2.54% | Add +8.7% | 133,671 | $12.3M |
| Citigroup Inc. | 0.01% | Add +24.0% | 127,833 | $11.8M |
| Camarda Financial Advisors, LLC | 4.35% | Add +1.6% | 126,391 | $11.6M |
| US Bancorp \de | 0.01% | Reduce -5.4% | 123,786 | $11.4M |
| Etfidea, LLC | 3.46% | Add +0.9% | 118,877 | $10.9M |
| SOA Wealth Advisors, LLC. | 2.07% | Reduce -1.3% | 118,020 | $10.8M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +0.8% | 114,704 | $10.5M |
| Sandy Spring Bank | 0.42% | Add +60.4% | 111,800 | $10.3M |
| HSBC Holdings PLC | 0.01% | Reduce -50.0% | 109,843 | $10.1M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -3.4% | 105,893 | $9.7M |
| Broadview Financial Management, LLC | 6.51% | Add +0.9% | 104,541 | $9.6M |
| Private Advisor Group, LLC | 0.06% | Add +5.8% | 99,106 | $9.1M |
| Waverly Advisors, LLC | 0.17% | Add +6.9% | 97,314 | $8.9M |
| IFP Advisors, Inc | 0.32% | Add +3.2% | 95,458 | $8.8M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -0.6% | 94,218 | $8.7M |
| Equitable Holdings, Inc. | 0.08% | Add +14.3% | 93,422 | $8.6M |
| Ascension Capital Advisors, Inc. | 4.00% | Reduce -16.2% | 93,215 | $8.6M |
| Associated Banc-Corp | 0.25% | Add +2.7% | 92,537 | $8.5M |
| Callan Family Office, LLC | 1.42% | Add +0.4% | 91,857 | $8.4M |
| JFS Wealth Advisors, LLC | 0.57% | Add +2.2% | 91,844 | $8.4M |
| Mgo One Seven LLC | 0.36% | Reduce -1.4% | 90,482 | $8.3M |
| Mill Creek Capital Advisors, LLC | 0.19% | Reduce -14.7% | 87,652 | $8.1M |
| Bryn Mawr Trust Advisors, LLC | 0.43% | Add +3.1% | 86,075 | $7.9M |
| Greenleaf Trust | 0.07% | Reduce -0.2% | 86,000 | $7.9M |
| Mechanics Bank Trust Department | 1.03% | Add +0.5% | 84,536 | $7.8M |
| First Personal Financial Services | 1.58% | Reduce -0.4% | 81,193 | $7.5M |
| AE Wealth Management LLC | 0.07% | Add +6.4% | 80,240 | $7.4M |
| Corient Private Wealth LP | 0.01% | Add +15.0% | 80,137 | $7.4M |
| Rodgers & Associates, LTD | 0.88% | Add +23.9% | 79,914 | $7.3M |
| JNBA Financial Advisors | 0.70% | Reduce -1.4% | 75,160 | $6.9M |
| Townsquare Capital LLC | 0.08% | Add +5.4% | 72,447 | $6.7M |
| Goelzer Investment Management, Inc. | 0.36% | Reduce -6.1% | 72,067 | $6.6M |
| Prudential Financial Inc. | 0.01% | Add +291.6% | 71,409 | $6.6M |
| Centerpoint Advisors, LLC | 2.28% | Reduce -3.9% | 71,295 | $6.6M |
| Moloney Securities Asset Management, LLC | 0.88% | Add +3.1% | 71,276 | $6.6M |
| Global Retirement Partners, LLC | 0.20% | Add +21.3% | 70,348 | $6.5M |
| Oldfather Financial Services, LLC | 2.48% | Reduce -1.3% | 70,099 | $6.4M |
| Coldstream Capital Management Inc. | 0.14% | Reduce -7.5% | 69,879 | $6.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +44.0% | 65,130 | $6.4M |
| First Citizens Financial Corp | 3.37% | Reduce -0.1% | 69,230 | $6.4M |
| Norden Group LLC | 0.73% | Add +8.2% | 67,475 | $6.2M |
| Avantax Advisory Services, Inc. | 0.04% | Add +4.5% | 63,437 | $5.8M |
| M&T Bank Corp | 0.02% | Add +0.4% | 62,301 | $5.7M |
| Guidance Point Advisors, LLC | 1.73% | Reduce -0.3% | 61,924 | $5.7M |
| McAlister, Sweet & Associates, Inc. | 4.64% | Add +6.3% | 61,059 | $5.6M |
| White Pine Investment CO | 1.52% | New | 60,217 | $5.5M |
| HB Wealth Management, LLC | 0.06% | No change | 59,532 | $5.5M |
| Asset Management Group, Inc. | 0.77% | Reduce -1.1% | 59,191 | $5.4M |
| EP Wealth Advisors, LLC | 0.05% | Add +0.2% | 57,152 | $5.3M |
| Sunbelt Securities, Inc. | 0.51% | Reduce -4.6% | 57,067 | $5.2M |
| Sigma Planning Corp | 0.16% | Reduce -13.4% | 55,919 | $5.1M |
| Idaho Trust Co | 2.40% | Add +22.6% | 54,132 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -2.1% | 54,001 | $5.0M |
| Becker Capital Management Inc. | 0.16% | No change | 53,772 | $4.9M |
| CoreCap Advisors, LLC | 0.23% | New | 53,583 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.3% | 52,437 | $4.8M |
| Fulton Breakefield Broenniman LLC | 0.34% | Reduce -3.6% | 52,403 | $4.8M |
| Tritonpoint Wealth, LLC | 0.44% | Add +4.6% | 52,354 | $4.8M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Reduce -0.2% | 50,231 | $4.6M |
| Citizens Financial Group Inc. | 0.09% | Add +9.2% | 49,571 | $4.6M |
| Brightwater Advisory LLC | 3.35% | Reduce -1.1% | 49,499 | $4.6M |
| Perkins Coie Trust Co | 1.01% | Reduce -3.8% | 49,366 | $4.5M |
| Focus Partners Wealth | 0.01% | Reduce -77.2% | 49,065 | $4.5M |
| Weinberger Asset Management, Inc | 1.91% | Reduce -0.7% | 48,796 | $4.5M |
| Eagle Strategies LLC | 0.79% | New | 47,844 | $4.4M |
| UMB Bank, n.a. | 0.07% | Add +13.0% | 46,647 | $4.3M |
| CFS Investment Advisory Services, LLC | 0.35% | Reduce -50.1% | 45,405 | $4.2M |
| First Hawaiian Bank | 0.13% | Reduce -18.4% | 44,879 | $4.1M |
| BKM Wealth Management, LLC | 1.66% | Reduce -1.0% | 44,392 | $4.1M |
| Sharp Wealth Advisory, LLC | 3.15% | Add +7.4% | 44,345 | $4.1M |
| LTG Capital LLC | 3.37% | Reduce -0.8% | 44,054 | $4.0M |
| Circle Wealth Management, LLC | 0.09% | No change | 44,000 | $4.0M |
| Cranbrook Wealth Management, LLC | 0.90% | Reduce -1.4% | 42,882 | $3.9M |
| Cresset Asset Management, LLC | 0.02% | Add +0.3% | 42,800 | $3.9M |
| Farther Finance Advisors, LLC | 0.14% | Add +31.3% | 41,973 | $3.9M |
| Neumann Capital Management, LLC | 1.27% | No change | 41,440 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.2% | 41,278 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +41.4% | 39,958 | $3.7M |
| 9258 Wealth Management, LLC | 0.54% | Reduce -10.3% | 39,512 | $3.6M |
| TD Private Client Wealth LLC | 0.10% | Add +20.1% | 39,043 | $3.6M |
| Transcendent Capital Group LLC | 1.81% | Add +7083.3% | 38,287 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +85.9% | 37,710 | $3.5M |
| Watchman Group, Inc. | 0.90% | Add +9.1% | 37,578 | $3.5M |
| Soltis Investment Advisors LLC | 0.34% | Add +13.4% | 37,383 | $3.4M |
| Pathstone Holdings, LLC | 0.02% | No change | 37,248 | $3.4M |
| RPS Advisory Solutions LLC | 2.44% | Add +56.0% | 37,108 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.2% | 37,169 | $3.4M |
| Clearstead Advisors, LLC | 0.05% | Reduce -4.0% | 36,659 | $3.4M |
| Performance Wealth Partners, LLC | 0.12% | Reduce -6.2% | 36,450 | $3.4M |
| Financial Counselors Inc. | 0.05% | Add +0.6% | 36,277 | $3.3M |
| Pacific Financial Group Inc. | 2.41% | Reduce -5.1% | 35,720 | $3.3M |
| Trail Ridge Investment Advisors, LLC | 1.56% | Add +6.8% | 35,713 | $3.3M |
| Signature Estate & Investment Advisors LLC | 0.08% | Reduce -18.6% | 35,408 | $3.3M |
| Centaurus Financial, Inc. | 0.20% | Add +222.7% | 34,887 | $3.2M |
| DDFG, Inc | 0.90% | Reduce -1.7% | 34,448 | $3.2M |
| Financial Advocates Investment Management | 0.18% | Add +6.2% | 35,332 | $3.1M |
| First Heartland Consultants, Inc. | 0.33% | Reduce -74.7% | 33,471 | $3.1M |
| Belpointe Asset Management LLC | 0.18% | Add +4.0% | 33,431 | $3.1M |
| Alpine Bank Wealth Management | 0.49% | — | 33,286 | $3.1M |
| Smith Shellnut Wilson LLC | 1.37% | Reduce -0.9% | 32,896 | $3.0M |
| Heck Capital Advisors, LLC | 0.34% | Add +3.5% | 32,494 | $3.0M |
| Dumont & Blake Investment Advisors LLC | 0.79% | Reduce -50.1% | 32,184 | $3.0M |
| Oppenheimer & Co. Inc. | 0.05% | Add +6.1% | 32,126 | $3.0M |
| Sound Income Strategies, LLC | 0.19% | Add +377.8% | 31,865 | $2.9M |
| Blair William & Co. | 0.01% | Add +0.4% | 31,805 | $2.9M |
| Segment Wealth Management, LLC | 0.20% | No change | 31,700 | $2.9M |
| GC Wealth Management RIA, LLC | 0.50% | Reduce -0.2% | 31,290 | $2.9M |
| Fifth Third Wealth Advisors LLC | 0.18% | Add +0.6% | 31,231 | $2.9M |
| Embree Financial Group | 0.51% | Add +0.0% | 31,199 | $2.9M |
| Citadel Advisors | 0.00% | Add +24.9% | 30,981 | $2.8M |
| Ironwood Financial, llc | 0.60% | Add +2.8% | 30,876 | $2.8M |
| Commerce Bank | 0.02% | Reduce -3.9% | 30,632 | $2.8M |
| United Bank | 0.32% | Add +11.4% | 29,987 | $2.8M |
| Fifth Third Securities, Inc. | 0.25% | Add +2.1% | 28,607 | $2.6M |
| Slow Capital, Inc. | 0.40% | Add +0.2% | 28,066 | $2.6M |
| Vance Wealth, LLC | 0.97% | Reduce -3.4% | 27,883 | $2.6M |
| Stordahl Capital Management, Inc. | 0.60% | Add +3.9% | 27,867 | $2.5M |
| Maltin Wealth Management, Inc. | 1.23% | Add +8.6% | 27,572 | $2.5M |
| Triangle Securities Wealth Management | 0.65% | Add +0.5% | 27,375 | $2.5M |
| World Investment Advisors | 0.08% | Reduce -29.0% | 26,919 | $2.5M |
| Level Four Advisory Services, LLC | 0.10% | Add +298.0% | 27,234 | $2.5M |
| Ullmann Wealth Partners Group, LLC | 0.32% | Add +7.3% | 26,798 | $2.5M |
| Retirement Planning Group, LLC | 0.13% | Reduce -8.1% | 26,692 | $2.5M |
| Spire Wealth Management | 0.08% | Reduce -2.4% | 26,313 | $2.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.9% | 25,922 | $2.4M |
| Advisory Services Network, LLC | 0.05% | No change | 27,030 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +5.5% | 25,193 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +5.0% | 25,177 | $2.3M |
| One Capital Management, LLC | 0.07% | Reduce -45.5% | 25,163 | $2.3M |
| Raymond James Trust N.A. | 0.05% | Add +0.9% | 24,904 | $2.3M |
| Saxony Capital Management, LLC | 2.05% | Add +17.9% | 24,377 | $2.2M |
| Mutual Advisors, LLC | 0.07% | Add +22.4% | 24,460 | $2.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.49% | Add +6.9% | 24,339 | $2.2M |
| Avantax Planning Partners, Inc. | 0.08% | Reduce -20.4% | 24,303 | $2.2M |
| Wellspring Financial Advisors, LLC | 0.26% | Add +21.5% | 24,067 | $2.2M |
| Harvest Investment Services, LLC | 0.69% | Add +7.9% | 23,550 | $2.2M |
| D. E. Shaw & Co. | 0.00% | Add +657.1% | 23,537 | $2.2M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.7% | 23,143 | $2.1M |
| Farmers & Merchants Investments Inc. | 0.07% | Reduce -0.3% | 22,827 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.69% | Add +0.3% | 22,562 | $2.1M |
| Codex Capital Asset Management L.L.C. | 0.92% | Add +2.0% | 22,500 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +17.4% | 22,487 | $2.1M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | No change | 22,352 | $2.1M |
| Corundum Trust Company, INC | 5.62% | No change | 22,184 | $2.0M |
| Independent Financial Group, LLC | 0.07% | Reduce -35.2% | 22,123 | $2.0M |
| Money Concepts Capital Corp. | 0.15% | Add +3.6% | 22,112 | $2.0M |
| Franklin Resources Inc. | 0.00% | Reduce -7.3% | 21,663 | $2.0M |
| Platte River Wealth Advisors, LLC | 0.54% | Reduce -2.6% | 21,935 | $2.0M |
| Park Place Capital Corp | 0.58% | Reduce -0.3% | 21,920 | $2.0M |
| PFG Advisors | 0.12% | Reduce -2.5% | 21,208 | $1.9M |
| Aft, Forsyth & Company, Inc. | 0.96% | Add +0.0% | 21,149 | $1.9M |
| Bessemer Group Inc. | 0.00% | No change | 20,890 | $1.9M |
| Davis Investment Partners, LLC | 0.79% | No change | 20,650 | $1.9M |
| Wealthspire Advisors, LLC | 0.02% | Add +18.1% | 20,244 | $1.9M |
| Darrow Company, Inc. | 1.08% | Reduce -6.9% | 20,163 | $1.9M |
| Allegheny Financial Group | 0.46% | Add +2.8% | 20,056 | $1.8M |
| Ritter Daniher Financial Advisory LLC / DE | 0.53% | Add +5.8% | 19,880 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.78% | Reduce -3.2% | 19,753 | $1.8M |
| Somerset Group LLC | 1.67% | Reduce -1.1% | 19,702 | $1.8M |
| Dana Investment Advisors, Inc. | 0.06% | Add +23.4% | 19,625 | $1.8M |
| Foundation Wealth Management, LLC | 1.35% | Reduce -1.4% | 19,389 | $1.8M |
| Operose Advisors LLC | 0.58% | Add +18.2% | 19,384 | $1.8M |
| C2C Wealth Management, LLC | 1.66% | Add +1.1% | 19,627 | $1.8M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -4.3% | 19,326 | $1.8M |
| Crestwood Advisors Group, LLC | 0.03% | Add +1.8% | 19,052 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Add +55.5% | 18,970 | $1.7M |
| Novak & Powell Financial Services, Inc. | 0.99% | Reduce -0.2% | 18,517 | $1.7M |
| Moneco Advisors, LLC | 0.21% | Add +5.2% | 18,318 | $1.7M |
| Peregrine Asset Advisers, Inc. | 0.57% | Reduce -0.0% | 18,100 | $1.7M |
| First Horizon Advisors, Inc. | 0.05% | Reduce -0.1% | 18,050 | $1.7M |
| Renasant Bank | 1.09% | Reduce -0.1% | 18,008 | $1.7M |
| Roberts Financial Services LLC | 0.30% | No change | 17,515 | $1.6M |
| Columbia Bank | 0.58% | Add +8.0% | 17,220 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | Add +28.4% | 17,232 | $1.6M |
| Trust Co. of Vermont | 0.08% | Add +1.9% | 17,184 | $1.6M |
| Patten Group, Inc. | 0.35% | Add +7.5% | 17,145 | $1.6M |
| Vicus Capital | 0.14% | Add +1.4% | 16,915 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Add +18.7% | 16,634 | $1.5M |
| Anderson Hoagland & Co. | 0.16% | No change | 16,582 | $1.5M |
| Family Firm, Inc. | 0.33% | Add +13.5% | 16,390 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -8.0% | 16,348 | $1.5M |
| TAGStone Capital, Inc. | 0.76% | Add +0.3% | 16,245 | $1.5M |
| River Wealth Advisors LLC | 0.20% | Add +0.1% | 16,156 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -77.6% | 16,139 | $1.5M |
| Kozak & Associates, Inc. | 0.35% | Reduce -0.2% | 15,632 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +338.3% | 15,893 | $1.5M |
| Whitaker-Myers Wealth Managers, LTD. | 0.48% | Add +5.5% | 15,750 | $1.4M |
| Merkkuri Wealth Advisors LLC | 1.14% | Add +0.2% | 15,711 | $1.4M |
| STAR Financial Bank | 0.95% | Reduce -2.7% | 15,296 | $1.4M |
| Verdence Capital Advisors LLC | 0.11% | No change | 15,251 | $1.4M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -2.0% | 15,182 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +11.6% | 15,100 | $1.4M |
| Ellis Investment Partners, LLC | 0.27% | Add +0.1% | 15,066 | $1.4M |
| Koshinski Asset Management, Inc. | 0.12% | Add +18.9% | 14,610 | $1.3M |
| LBMC Investment Advisors, LLC | 0.11% | Add +0.1% | 14,474 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.1% | 14,449 | $1.3M |
| Grey Ledge Advisors, LLC | 0.34% | Reduce -1.1% | 14,369 | $1.3M |
| &partners | 0.03% | Add +27.3% | 14,341 | $1.3M |
| AMG National Trust Bank | 0.04% | Reduce -5.9% | 14,307 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -0.1% | 14,256 | $1.3M |
| Bank of Stockton | 0.39% | Reduce -4.9% | 14,110 | $1.3M |
| International Assets Investment Management, LLC | 0.11% | Reduce -7.6% | 14,100 | $1.3M |
| B&D White Capital Company, LLC | 0.22% | New | 14,088 | $1.3M |
| Balboa Wealth Partners | 0.32% | Add +1.0% | 13,924 | $1.3M |
| Congress Asset Management Co. | 0.01% | Add +133.0% | 13,891 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | New | 13,884 | $1.3M |
| Carmichael Hill & Associates, Inc. | 0.47% | Reduce -0.8% | 13,872 | $1.3M |
| Fulton Bank, N.A. | 0.05% | Add +2.2% | 13,840 | $1.3M |
| YHB Investment Advisors, Inc. | 0.11% | No change | 13,837 | $1.3M |
| Whittier Trust Co. | 0.02% | Reduce -1.2% | 13,824 | $1.3M |
| Pittenger & Anderson Inc. | 0.05% | No change | 13,800 | $1.3M |
| Schechter Investment Advisors, LLC | 0.09% | No change | 13,615 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -10.5% | 13,595 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | New | 13,471 | $1.2M |
| Teamwork Financial Advisors, LLC | 0.17% | New | 13,357 | $1.2M |
| WealthShield Partners, LLC | 0.17% | Reduce -1.2% | 13,341 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | No change | 13,268 | $1.2M |
| Mowery & Schoenfeld Wealth Management, LLC | 1.92% | No change | 13,200 | $1.2M |
| Principal Securities, Inc. | 0.03% | Reduce -5.4% | 12,974 | $1.2M |
| Horizon Family Wealth, Inc. | 0.85% | Add +2.2% | 12,952 | $1.2M |
| Teachers Insurance & Annuity Association of America | 1.79% | — | 12,740 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 12,508 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Add +26.2% | 12,487 | $1.1M |
| NTV Asset Management LLC | 0.15% | Reduce -5.3% | 12,420 | $1.1M |
| Private Trust Co. NA | 0.11% | Reduce -3.8% | 12,227 | $1.1M |
| RKL Wealth Management LLC | 0.10% | Reduce -0.7% | 12,184 | $1.1M |
| Bragg Financial Advisors, Inc | 0.05% | Reduce -10.2% | 12,137 | $1.1M |
| Country Club Bank | 0.07% | Reduce -6.9% | 12,072 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.9% | 12,042 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -3.6% | 12,008 | $1.1M |
| Alpha Financial Partners LLC | 0.78% | New | 11,821 | $1.1M |
| Ehrlich Financial Group | 0.78% | New | 11,821 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -3.4% | 11,740 | $1.1M |
| Laurel Wealth Advisors LLC | 0.17% | Add +0.0% | 11,708 | $1.1M |
| Fiduciary Alliance LLC | 0.14% | Add +4.6% | 11,653 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +2.4% | 11,600 | $1.1M |
| Aprio Wealth Management, LLC | 0.17% | Add +0.0% | 11,542 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Add +8.8% | 11,440 | $1.1M |
| Cadence Bank | 0.07% | New | 11,390 | $1.0M |
| Summit Financial, LLC | 0.04% | No change | 11,363 | $1.0M |
| Sather Financial Group Inc | 0.07% | No change | 11,360 | $1.0M |
| Front Row Advisors LLC | 0.37% | Reduce -7.5% | 11,356 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +20.9% | 11,293 | $1.0M |
| Marietta Wealth Management, LLC | 0.15% | No change | 11,220 | $1.0M |
| Perigon Wealth Management, LLC | 0.03% | No change | 11,217 | $1.0M |
| Acas, LLC | 0.85% | Add +1.1% | 11,206 | $1.0M |
| MainStreet Investment Advisors LLC | 0.14% | Reduce -0.1% | 11,202 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -21.3% | 11,163 | $1.0M |
| Pinnacle Financial Partners Inc | 0.02% | Add +22.0% | 11,074 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +17.9% | 11,039 | $1.0M |
| Dearborn Partners LLC | 0.04% | Reduce -4.4% | 10,971 | $1.0M |
| City Holding Co. | 0.14% | Add +5.8% | 10,848 | $997K |
| CX Institutional | 0.04% | Reduce -13.2% | 10,803 | $993K |
| Capital Analysts, LLC | 0.04% | Reduce -2.0% | 10,735 | $987K |
| Meridian Investment Counsel Inc. | 0.30% | No change | 10,644 | $979K |
| Milestone Asset Management, LLC | 0.22% | New | 10,586 | $973K |
| AdvisorNet Financial, Inc | 0.07% | Reduce -9.9% | 10,530 | $968K |
| Marquette Associates, Inc. | 0.70% | Reduce -17.9% | 10,502 | $965K |
| Roman Butler Fullerton & Co. | 0.29% | Reduce -59.4% | 10,303 | $960K |
| Global Financial Private Client, LLC | 0.37% | Add +151.8% | 10,316 | $948K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -6.7% | 10,301 | $947K |
| Harbour Capital Advisors, LLC | 0.22% | No change | 10,180 | $939K |
| Atlas Brown,Inc. | 0.32% | Reduce -26.1% | 10,099 | $928K |
| PCA Investment Advisory Services Inc. | 0.44% | Add +0.1% | 10,084 | $927K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -0.3% | 10,083 | $927K |
| Heartwood Wealth Advisors LLC | 0.10% | No change | 10,069 | $926K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -17.0% | 10,053 | $924K |
| Bangor Savings Bank | 0.09% | Reduce -1.1% | 10,007 | $920K |
| Crewe Advisors LLC | 0.11% | Add +0.2% | 9,986 | $918K |
| Ballentine Partners, LLC | 0.02% | Reduce -46.3% | 9,976 | $917K |
| Quadrant Capital Group LLC | 0.06% | No change | 9,944 | $914K |
| Tiaa Trust, National Association | 0.00% | Reduce -10.2% | 9,893 | $909K |
| Presilium Private Wealth, LLC | 0.21% | Reduce -2.8% | 9,868 | $907K |
| Ruggaard & Associates LLC | 0.39% | No change | 9,815 | $902K |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | New | 9,780 | $899K |
| Breakwater Capital Group | 0.18% | Reduce -6.8% | 9,746 | $896K |
| Foundations Investment Advisors, LLC | 0.02% | Add +315.1% | 9,725 | $894K |
| Avior Wealth Management, LLC | 0.04% | Add +12.9% | 9,616 | $884K |
| Venture Visionary Partners LLC | 0.04% | Add +0.0% | 9,582 | $881K |
| Graypoint LLC | 0.06% | Reduce -19.7% | 9,471 | $871K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -0.1% | 9,429 | $862K |
| Two Sigma Securities, LLC | 0.07% | Add +156.5% | 9,234 | $849K |
| First Trust Advisors LP | 0.00% | Reduce -55.5% | 9,201 | $846K |
| Brandywine Oak Private Wealth LLC | 0.08% | No change | 9,137 | $840K |
| Synovus Financial Corp. | 0.01% | Add +4.4% | 9,130 | $839K |
| Modera Wealth Management, LLC | 0.01% | Add +13.9% | 9,115 | $838K |
| BlackRock, Inc. | 0.00% | — | 9,109 | $837K |
| Oakworth Capital, Inc. | 0.06% | Add +13.7% | 9,094 | $836K |
| Griffin Asset Management, Inc. | 0.09% | Add +2.3% | 9,089 | $836K |
| Financial Alternatives, Inc | 0.59% | No change | 9,084 | $835K |
| Truepoint, Inc. | 0.02% | Add +0.2% | 9,030 | $830K |
| Outlook Wealth Advisors, LLC | 0.23% | No change | 8,888 | $817K |
| SageView Advisory Group, LLC | 0.04% | Reduce -6.2% | 8,867 | $815K |
| TCV Trust & Wealth Management, Inc. | 0.07% | Reduce -1.3% | 8,824 | $811K |
| KMG Fiduciary Partners, LLC | 0.07% | No change | 8,789 | $808K |
| HMS Capital Management, LLC | 0.39% | No change | 8,715 | $801K |
| Bridges Investment Management Inc. | 0.01% | Reduce -35.5% | 8,710 | $801K |
| River Street Advisors LLC | 0.44% | Add +17.5% | 8,707 | $800K |
| Mma Asset Management LLC | 0.21% | Add +123.8% | 10,310 | $799K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.43% | Add +0.0% | 8,681 | $798K |
| Atlantic Edge Private Wealth Management, LLC | 0.24% | Add +1.3% | 8,623 | $793K |
| Hubbell Strickland Wealth Management, LLC | 0.37% | Add +0.1% | 8,570 | $788K |
| Parcion Private Wealth LLC | 0.06% | Reduce -8.0% | 8,484 | $780K |
| Hyperion Partners, LLC | 0.49% | Add +7.4% | 8,426 | $775K |
| Welch & Forbes LLC | 0.01% | No change | 8,423 | $774K |
| StoneX Group Inc. | 0.06% | New | 8,382 | $771K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.3% | 8,377 | $770K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 8,309 | $764K |
| Compton Wealth Advisory Group, LLC | 0.19% | No change | 8,254 | $759K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.1% | 8,168 | $751K |
| Montecito Bank & Trust | 0.13% | Reduce -1.8% | 8,137 | $748K |
| Armstrong Advisory Group, Inc. | 0.06% | No change | 8,057 | $741K |
| Octavia Wealth Advisors, LLC | 0.09% | Add +0.0% | 8,022 | $737K |
| Gables Capital Management Inc. | 0.37% | No change | 8,016 | $737K |
| Private Capital Management LLC | 0.13% | Reduce -1.0% | 7,911 | $727K |
| SOL Capital Management CO | 0.08% | Reduce -0.4% | 7,910 | $727K |
| PGIM Custom Harvest LLC | 0.01% | Add +44.3% | 7,908 | $727K |
| Synergy Asset Management, LLC | 0.11% | New | 7,871 | $724K |
| Peterson Wealth Advisors, LLC | 0.13% | Add +4.7% | 7,754 | $713K |
| Allen Investment Management, LLC | 0.01% | No change | 7,556 | $695K |
| Choreo, LLC | 0.01% | Add +0.2% | 7,523 | $687K |
| Quantinno Capital Management LP | 0.01% | Reduce -5.3% | 7,467 | $686K |
| ProVise Management Group, LLC | 0.05% | Reduce -3.2% | 7,453 | $685K |
| Capital Investment Advisors, LLC | 0.01% | No change | 7,437 | $684K |
| Fairscale Capital, LLC | 0.60% | Reduce -1.1% | 7,431 | $683K |
| Stratos Investment Management, LLC | 0.05% | Add +29.1% | 7,385 | $679K |
| Key Financial Inc | 0.15% | Reduce -3.6% | 7,358 | $676K |
| Oxinas Partners, LLC | 0.41% | Reduce -12.3% | 7,347 | $675K |
| Awm Capital, LLC | 0.08% | No change | 7,224 | $664K |
| Summit Trail Advisors, LLC | 0.02% | No change | 7,211 | $663K |
| Private Management Group Inc. | 0.02% | No change | 7,165 | $659K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -1.0% | 7,164 | $659K |
| Arkadios Wealth Advisors | 0.04% | Reduce -5.5% | 7,128 | $655K |
| Prosperity Planning, Inc. | 0.29% | Reduce -1.5% | 7,080 | $651K |
| WMS Partners, LLC | 0.04% | No change | 7,060 | $649K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -1.6% | 7,043 | $647K |
| SouthState Bank Corp | 0.04% | No change | 7,036 | $647K |
| Harbor Investment Advisory, LLC | 0.06% | No change | 7,022 | $646K |
| Corundum Group, Inc. | 0.29% | No change | 7,000 | $644K |
| Busey Bank | 0.02% | Reduce -0.8% | 6,956 | $639K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.1% | 6,950 | $639K |
| Tudor Financial Inc. | 0.39% | — | 6,935 | $638K |
| Everstar Asset Management, LLC | 0.43% | — | 6,882 | $633K |
| United Community Bank | 0.25% | No change | 6,861 | $631K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.29% | Add +0.8% | 6,848 | $629K |
| Alerus Financial NA | 0.05% | No change | 6,784 | $624K |
| Glen Eagle Advisors, LLC | 0.10% | Add +2.8% | 6,748 | $620K |
| Washington Trust Bank | 0.06% | Add +9.5% | 6,741 | $620K |
| Planning Capital Management Corp | 0.41% | Reduce -16.1% | 6,737 | $619K |
| Veracity Capital LLC | 0.23% | Reduce -0.5% | 6,593 | $606K |
| Cobblestone Capital Advisors LLC | 0.03% | No change | 6,568 | $604K |
| Legacy Private Trust Co. | 0.04% | No change | 6,536 | $601K |
| Palisade Asset Management, LLC | 0.06% | No change | 6,532 | $600K |
| Pacific Sun Financial Corp | 0.33% | Reduce -5.6% | 6,500 | $598K |
| Focus Financial Network, Inc. | 0.02% | No change | 6,495 | $597K |
| Keel Point, LLC | 0.05% | Add +0.1% | 6,348 | $584K |
| MSH Capital Advisors LLC | 0.18% | Reduce -5.9% | 6,340 | $583K |
| Stephen J. Garry & Associates, LLC | 0.55% | No change | 6,328 | $582K |
| Signature Wealth Management Partners, LLC | 0.42% | No change | 6,300 | $579K |
| LexAurum Advisors, LLC | 0.13% | Add +0.1% | 6,260 | $576K |
| CW Advisors, LLC | 0.01% | New | 6,253 | $575K |
| Sigma Investment Counselors Inc. | 0.03% | Add +0.5% | 6,182 | $568K |
| Harbour Trust & Investment Management Co | 0.06% | No change | 6,144 | $565K |
| Waldron Private Wealth LLC | 0.02% | Add +28.9% | 6,134 | $564K |
| FineMark National Bank & Trust | 0.02% | Add +6.8% | 6,125 | $563K |
| Benjamin Edwards Inc. | 0.01% | New | 6,108 | $562K |
| Independent Wealth Network Inc. | 0.24% | Reduce -2.3% | 6,004 | $552K |
| Pinnacle Financial Group, LLC / IL | 0.22% | Add +0.1% | 5,989 | $551K |
| Mattern Wealth Management LLC | 0.12% | No change | 5,988 | $550K |
| Brighton Jones LLC | 0.02% | Reduce -15.5% | 5,984 | $550K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -7.0% | 5,942 | $544K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 5,900 | $542K |
| Park Avenue Securities LLC | 0.01% | Add +26.3% | 5,890 | $541K |
| Planned Solutions, Inc. | 0.22% | No change | 5,884 | $541K |
| IFG Advisors, LLC | 0.12% | No change | 5,882 | $541K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -29.1% | 5,856 | $538K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +22.6% | 5,817 | $535K |
| Hilltop Holdings Inc. | 0.03% | No change | 5,745 | $528K |
| Wealthstream Advisors, Inc. | 0.10% | Reduce -1.5% | 5,742 | $528K |
| HBK Sorce Advisory LLC | 0.02% | No change | 5,716 | $525K |
| Arax Advisory Partners | 0.05% | Reduce -70.9% | 5,714 | $525K |
| Davidson Trust Co. | 0.27% | Add +14.1% | 5,674 | $522K |
| Guerra Pan Advisors, LLC | 0.42% | Add +18.7% | 5,645 | $519K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +2.8% | 5,625 | $517K |
| Mission Wealth Management, LP | 0.01% | Reduce -7.2% | 5,608 | $516K |
| CRA Financial Services, LLC | 0.09% | Reduce -0.9% | 5,590 | $514K |
| Biltmore Family Office, LLC | 0.09% | New | 5,578 | $513K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -1.3% | 5,563 | $511K |
| Geometric Wealth Advisors | 0.09% | No change | 5,537 | $509K |
| Thrive Capital Management, LLC | 0.24% | Reduce -2.8% | 5,455 | $501K |
| Evergreen Capital Management LLC | 0.02% | No change | 5,449 | $501K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | No change | 5,432 | $499K |
| American Financial & Tax Strategies Inc. | 0.25% | No change | 5,406 | $497K |
| Sunpointe, LLC | 0.41% | No change | 5,400 | $496K |
| 626 Financial, LLC | 0.27% | No change | 5,380 | $495K |
| Smith Anglin Financial, LLC | 0.05% | Reduce -5.7% | 5,377 | $494K |
| Dentgroup LLC | 0.37% | Reduce -3.4% | 5,375 | $494K |
| Highland Capital Management, LLC | 0.03% | Add +3.9% | 5,354 | $492K |
| Meridian Financial Advisors, LLC | 0.32% | Add +9.0% | 5,289 | $486K |
| Denver PWM, LLC | 0.18% | Reduce -3.5% | 5,162 | $475K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +3.6% | 5,147 | $473K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -2.5% | 5,143 | $473K |
| Bar Harbor Wealth Management | 0.03% | Reduce -2.4% | 5,091 | $468K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 5,051 | $464K |
| Allworth Financial LP | 0.00% | Reduce -5.0% | 5,034 | $463K |
| Somerville Kurt F | 0.07% | No change | 5,000 | $460K |
| Haverford Trust Co | 0.00% | Reduce -0.4% | 4,976 | $457K |
| MidAtlantic Capital Management, Inc. | 0.33% | Add +12.1% | 4,973 | $457K |
| Old Second National Bank of Aurora | 0.11% | Add +8.4% | 4,902 | $451K |
| Petra Financial Advisors Inc. | 0.30% | No change | 4,901 | $451K |
| Harbour Investments, Inc. | 0.01% | Add +13.8% | 4,886 | $449K |
| Mather Group, Llc. | 0.01% | Add +8.5% | 4,865 | $447K |
| Tompkins Financial Corp. | 0.04% | No change | 4,858 | $447K |
| Uptick Partners, LLC | 0.19% | Reduce -4.8% | 4,843 | $445K |
| Aaron Wealth Advisors LLC | 0.05% | No change | 4,799 | $441K |
| Betterment LLC | 0.00% | Add +1.2% | 4,799 | $441K |
| Clayton Financial Group LLC | 0.16% | Add +6.5% | 4,787 | $440K |
| Brass Tax Wealth Management, Inc. | 0.09% | No change | 4,780 | $439K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -16.7% | 4,771 | $439K |
| Doliver Advisors, LP | 0.12% | No change | 4,738 | $436K |
| Carolinas Wealth Consulting LLC | 0.08% | Reduce -2.2% | 4,732 | $435K |
| Pure Financial Advisors, LLC | 0.01% | No change | 4,731 | $435K |
| Sawgrass Asset Management LLC | 0.05% | No change | 4,721 | $434K |
| Delta Investment Management, LLC | 0.09% | Add +25.7% | 4,721 | $434K |
| Fayez Sarofim & Co | 0.00% | No change | 4,680 | $430K |
| Moller Wealth Partners | 0.11% | Add +7.1% | 4,668 | $429K |
| Ocean Park Asset Management, LLC | 0.02% | No change | 4,612 | $424K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.0% | 4,600 | $423K |
| NCM Capital Management, LLC | 0.20% | Reduce -3.2% | 4,578 | $421K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Add +1.8% | 4,565 | $420K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.30% | — | 4,554 | $419K |
| Saxon Interests, Inc. | 0.19% | Add +2.1% | 4,551 | $418K |
| Glenview Trust Co | 0.01% | New | 4,515 | $415K |
| PCG Wealth Advisors, LLC | 0.16% | No change | 4,504 | $414K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Reduce -1.4% | 4,427 | $407K |
| TNF LLC | 0.15% | Add +0.1% | 4,430 | $406K |
| Spectrum Wealth Counsel, LLC | 0.05% | No change | 4,411 | $406K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -4.3% | 4,410 | $405K |
| Net Worth Advisory Group | 0.12% | — | 4,391 | $404K |
| Bensler, LLC | 0.05% | Add +0.0% | 4,382 | $403K |
| Oakwell Private Wealth Management, LLC | 0.12% | No change | 4,361 | $401K |
| Merit Financial Group, LLC | 0.01% | Reduce -45.6% | 4,351 | $400K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +62.1% | 4,353 | $400K |
| All Terrain Financial Advisors, LLC | 0.15% | Reduce -0.8% | 4,321 | $397K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +6.6% | 4,299 | $395K |
| Strategic Blueprint, LLC | 0.02% | No change | 4,290 | $394K |
| Vertex Planning Partners, LLC | 0.09% | No change | 4,272 | $393K |
| Fiduciary Trust Co | 0.01% | No change | 4,272 | $393K |
| Perritt Capital Management Inc | 0.20% | Add +0.1% | 4,220 | $388K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 4,209 | $385K |
| Norris Perne & French LLP | 0.03% | Reduce -2.0% | 4,178 | $384K |
| Integrated Investment Consultants, LLC | 0.08% | Add +0.2% | 4,168 | $383K |
| Total Wealth Planning, LLC | 0.06% | Add +0.1% | 4,160 | $382K |
| Dover Advisors, LLC | 0.22% | No change | 4,155 | $382K |
| McDonough Capital Management, Inc | 0.26% | No change | 4,154 | $382K |
| Indiana Trust & Investment Management Co | 0.13% | No change | 4,139 | $380K |
| Fiduciary Financial Group, LLC | 0.09% | No change | 4,155 | $380K |
| Vickerman Investment Advisors, Inc. | 0.11% | No change | 4,126 | $379K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -6.5% | 4,110 | $378K |
| Northeast Financial Consultants Inc | 0.02% | No change | 4,064 | $374K |
| Community Bank, N.A. | 0.05% | Reduce -2.1% | 4,045 | $372K |
| Carnegie Investment Counsel | 0.01% | No change | 3,996 | $367K |
| RFG Advisory, LLC | 0.01% | Reduce -6.1% | 3,995 | $367K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -0.1% | 3,994 | $367K |
| HCR Wealth Advisors | 0.05% | No change | 3,991 | $367K |
| Intrust Bank NA | 0.04% | Reduce -0.8% | 3,991 | $367K |
| Waypoint Capital Advisors, LLC | 0.08% | No change | 3,984 | $366K |
| MKT Advisors LLC | 0.17% | No change | 4,000 | $365K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -5.4% | 3,916 | $360K |
| Terril Brothers, Inc. | 0.12% | No change | 3,906 | $359K |
| High Falls Advisors, Inc | 0.08% | No change | 3,900 | $359K |
| Boston Financial Mangement LLC | 0.01% | No change | 3,892 | $358K |
| Highview Capital Management LLC | 0.15% | No change | 3,884 | $357K |
| AQR Capital Management | 0.00% | Add +3.6% | 3,837 | $353K |
| Arq Wealth Advisors, LLC | 0.13% | No change | 3,842 | $350K |
| NBT Bank, N.A. | 0.02% | No change | 3,806 | $350K |
| Independence Bank of Kentucky | 0.07% | No change | 3,760 | $346K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 3,740 | $344K |
| Carl P. Sherr & Co., LLC | 0.18% | Add +0.6% | 3,717 | $342K |
| DAVENPORT & Co LLC | 0.00% | Add +8.7% | 3,714 | $341K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -10.1% | 3,706 | $341K |
| Neuberger Berman Group LLC | 0.00% | New | 3,658 | $336K |
| Probity Advisors, Inc. | 0.06% | No change | 3,644 | $335K |
| Glassman Wealth Services | 0.06% | No change | 3,636 | $334K |
| Trueblood Wealth Management, LLC | 0.17% | No change | 3,627 | $333K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | Add +0.1% | 3,625 | $333K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +72.0% | 3,516 | $329K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 3,575 | $329K |
| Annex Advisory Services, LLC | 0.01% | Add +24.0% | 3,556 | $327K |
| Western Wealth Management, LLC | 0.02% | Add +0.1% | 3,529 | $324K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.7% | 3,520 | $324K |
| Wick Capital Partners, LLC | 0.10% | No change | 3,492 | $321K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 3,490 | $321K |
| Financial Partners Group, Inc | 0.05% | Add +11.6% | 3,484 | $320K |
| Transform Wealth, LLC | 0.02% | Reduce -3.7% | 3,483 | $320K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.1% | 3,478 | $320K |
| Parkside Financial Bank & Trust | 0.04% | No change | 3,453 | $317K |
| Good Life Advisors, LLC | 0.02% | New | 3,432 | $315K |
| Thomasville National Bank | 0.02% | Add +1.8% | 3,429 | $315K |
| Farmers Trust Co. | 0.06% | New | 3,424 | $315K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -74.8% | 3,424 | $315K |
| Sandy Cove Advisors, LLC | 0.13% | Add +0.1% | 3,421 | $315K |
| Smith & Howard Wealth Management, LLC | 0.09% | Reduce -13.9% | 3,416 | $314K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +0.3% | 3,413 | $314K |
| Northeast Investment Management | 0.01% | No change | 3,402 | $313K |
| Kowal Investment Group, LLC | 0.06% | Add +0.2% | 3,387 | $311K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -16.6% | 3,374 | $310K |
| BlueChip Wealth Advisors LLC | 0.16% | No change | 3,351 | $308K |
| Wesbanco Bank Inc. | 0.01% | Reduce -2.3% | 3,329 | $306K |
| Bailard, Inc. | 0.01% | Reduce -5.0% | 3,323 | $305K |
| Personal Cfo Solutions, LLC | 0.04% | Add +0.1% | 3,281 | $302K |
| Cahill Financial Advisors Inc. | 0.04% | Add +11.9% | 3,269 | $301K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 3,268 | $300K |
| KCM Investment Advisors LLC | 0.01% | Add +15.6% | 3,260 | $300K |
| First National Bank & Trust Co. of Newtown | 0.06% | No change | 3,255 | $299K |
| Lanark Financial, Inc. | 0.03% | No change | 3,245 | $298K |
| Aviso Financial Inc. | 0.01% | Add +46.1% | 3,242 | $298K |
| Security National Bank of So Dak | 0.16% | No change | 3,200 | $294K |
| Matthew Goff Investment Advisor, LLC | 0.06% | No change | 3,199 | $294K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +1.9% | 3,172 | $292K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,156 | $290K |
| Accredited Investors Inc. | 0.02% | Add +0.2% | 3,135 | $288K |
| Eagle Bay Advisors LLC | 0.11% | No change | 3,133 | $288K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 3,080 | $283K |
| Stevens Capital Partners | 0.14% | Add +0.2% | 3,079 | $283K |
| HTLF Bank | 0.03% | Reduce -1.8% | 3,076 | $283K |
| Sage Financial Group Inc. | 0.02% | No change | 3,049 | $280K |
| Heritage Financial Services, LLC | 0.04% | No change | 3,040 | $279K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 3,032 | $279K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,031 | $279K |
| Garrison Point Advisors, LLC | 0.17% | No change | 3,000 | $276K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,000 | $276K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,993 | $275K |
| Bennett Selby Investments LP | 0.12% | No change | 2,985 | $274K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -10.6% | 2,980 | $274K |
| Eclectic Associates Inc. | 0.11% | No change | 2,968 | $273K |
| Russell Investments Group, Ltd. | 0.00% | Add +58.4% | 2,958 | $272K |
| CFO4Life Group, LLC | 0.05% | No change | 2,950 | $271K |
| West Bancorporation Inc. | 0.18% | No change | 2,930 | $269K |
| Private Portfolio Partners LLC | 0.05% | New | 2,920 | $268K |
| Condor Capital Management | 0.02% | Reduce -2.6% | 2,917 | $268K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,900 | $267K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.3% | 2,903 | $267K |
| Creekside Partners | 0.14% | No change | 2,892 | $266K |
| Montag A & Associates Inc. | 0.01% | Reduce -13.7% | 2,891 | $266K |
| Motco | 0.03% | New | 2,886 | $265K |
| Lyell Wealth Management, LP | 0.02% | No change | 2,875 | $264K |
| Riverview Capital Advisers, LLC | 0.08% | Add +4.6% | 2,865 | $263K |
| Aufman Associates Inc | 0.17% | New | 2,859 | $263K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,844 | $261K |
| Argent Trust Co | 0.01% | No change | 2,840 | $261K |
| Chemung Canal Trust Co. | 0.05% | Reduce -0.2% | 2,809 | $258K |
| VeraBank, N.A. | 0.08% | No change | 2,807 | $258K |
| Ellevest, Inc. | 0.01% | No change | 2,807 | $258K |
| Independent Investors Inc. | 0.05% | No change | 2,800 | $257K |
| Lazari Capital Management, Inc. | 0.11% | New | 2,789 | $256K |
| SpiderRock Advisors, LLC | 0.01% | Add +12.6% | 2,783 | $256K |
| Westmount Partners, LLC | 0.08% | No change | 2,776 | $255K |
| Trexquant Investment LP | 0.00% | Reduce -47.9% | 2,759 | $254K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -8.8% | 2,759 | $254K |
| CNB Bank | 0.12% | No change | 2,737 | $252K |
| QRG Capital Management, Inc. | 0.00% | Add +11.3% | 2,737 | $252K |
| First City Capital Management, Inc. | 0.13% | No change | 2,732 | $251K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 2,728 | $251K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 2,705 | $249K |
| Greater Midwest Financial Group, LLC | 0.15% | Add +0.3% | 2,699 | $248K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 2,697 | $248K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,694 | $248K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,681 | $246K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -10.0% | 2,679 | $246K |
| Advisors Management Group Inc. | 0.06% | No change | 2,672 | $246K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Add +221.7% | 2,670 | $245K |
| Ieq Capital, LLC | 0.00% | Add +0.2% | 2,652 | $244K |
| Plotkin Financial Advisors, LLC | 0.15% | No change | 2,644 | $243K |
| Bremer Bank National Association | 0.05% | Reduce -0.4% | 2,637 | $242K |
| MV Capital Management, Inc. | 0.03% | No change | 2,632 | $242K |
| Paragon Private Wealth Management, LLC | 0.12% | New | 2,592 | $238K |
| Fee-Only Financial Planning, L.C. | 0.15% | No change | 2,560 | $235K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 2,556 | $235K |
| Trifecta Capital Advisors, LLC | 0.05% | No change | 2,540 | $234K |
| Sterling Investment Counsel, LLC | 0.08% | Reduce -3.4% | 2,535 | $233K |
| Alamar Capital Management, LLC | 0.13% | No change | 2,534 | $233K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 2,528 | $232K |
| Moneywise, Inc. | 0.11% | Add +0.2% | 2,521 | $232K |
| DT Investment Partners, LLC | 0.02% | No change | 2,520 | $232K |
| Sapient Capital LLC | 0.00% | No change | 2,484 | $228K |
| Elyxium Wealth, LLC | 0.13% | — | 2,480 | $228K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 2,480 | $228K |
| Destiny Capital Corp | 0.14% | New | 2,471 | $226K |
| LaFleur & Godfrey LLC | 0.03% | No change | 2,452 | $225K |
| Chapin Davis, Inc. | 0.07% | No change | 2,446 | $225K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -3.9% | 2,445 | $225K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.9% | 2,433 | $224K |
| Old National Bancorp | 0.01% | New | 2,433 | $224K |
| Asset Dedication, LLC | 0.02% | Reduce -24.6% | 2,431 | $223K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 2,416 | $222K |
| Essex Financial Services, Inc. | 0.02% | Reduce -8.0% | 2,405 | $222K |
| IMS Capital Management | 0.10% | No change | 2,408 | $221K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 2,408 | $221K |
| Kickstand Ventures, Llc. | 0.06% | New | 2,405 | $221K |
| Benchmark Wealth Management, LLC | 0.11% | No change | 2,398 | $220K |
| Nwam LLC | 0.01% | New | 2,390 | $220K |
| Aviance Capital Partners, LLC | 0.03% | No change | 2,390 | $220K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,376 | $218K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,363 | $217K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 2,360 | $217K |
| Intergy Private Wealth, LLC | 0.08% | No change | 2,356 | $217K |
| Radnor Capital Management, LLC | 0.03% | New | 2,352 | $216K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -1.5% | 2,347 | $216K |
| TFG Advisers LLC | 0.08% | Reduce -1.0% | 2,346 | $216K |
| Qube Research & Technologies Ltd | 0.00% | Add +8.3% | 2,330 | $214K |
| Sightline Wealth Advisors, LLC | 0.12% | No change | 2,328 | $214K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,322 | $213K |
| New Insight Wealth Advisors | 0.11% | New | 2,311 | $212K |
| Klingman & Associates, LLC | 0.01% | Reduce -6.5% | 2,299 | $211K |
| Koss-Olinger Consulting, LLC | 0.02% | Add +0.2% | 2,294 | $211K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -1.0% | 2,291 | $211K |
| Royal Fund Management, LLC | 0.01% | Reduce -98.1% | 2,286 | $211K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 2,290 | $211K |
| First Interstate Bank | 0.01% | No change | 2,288 | $210K |
| Wolff Wiese Magana LLC | 0.14% | Add +25.2% | 2,285 | $210K |
| Liberty Wealth Management LLC | 0.04% | Add +0.0% | 2,284 | $210K |
| Procyon Advisors, LLC | 0.01% | Reduce -1.5% | 2,266 | $208K |
| CWS Financial Advisors, LLC | 0.07% | New | 2,265 | $208K |
| Kanawha Capital Management LLC | 0.02% | New | 2,264 | $208K |
| Johnson Financial Group, Inc. | 0.01% | Add +299.5% | 2,257 | $207K |
| NorthRock Partners, LLC | 0.01% | No change | 2,250 | $207K |
| Summit Investment Advisory Services, LLC | 0.11% | New | 2,243 | $206K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 2,240 | $206K |
| First Western Trust Bank | 0.01% | New | 2,240 | $206K |
| Smith, Moore & Co. | 0.02% | Reduce -8.2% | 2,223 | $204K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,217 | $204K |
| Csenge Advisory Group | 0.01% | New | 2,181 | $203K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,202 | $202K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 2,202 | $202K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.9% | 2,199 | $202K |
| Colorado Capital Management, Inc. | 0.10% | No change | 2,199 | $202K |
| Freedom Day Solutions, LLC | 0.06% | New | 2,189 | $201K |
| New Century Financial Group, LLC | 0.07% | New | 2,185 | $201K |
| N.E.W. Advisory Services LLC | 0.02% | New | 2,179 | $200K |
| Creative Financial Designs Inc. | 0.02% | Add +0.3% | 2,045 | $188K |
| Security National Bank | 0.02% | No change | 1,951 | $179K |
| Macroview Investment Management LLC | 0.17% | Add +8.3% | 1,910 | $176K |
| Valley National Advisers Inc. | 0.03% | Reduce -1.5% | 1,842 | $169K |
| Assetmark, Inc. | 0.00% | Add +598.5% | 1,823 | $168K |
| Register Financial Advisors LLC | 0.09% | Reduce -6.7% | 1,820 | $167K |
| Peachtree Investment Partners, LLC | 0.06% | Add +4.5% | 1,805 | $166K |
| CVA Family Office, LLC | 0.03% | No change | 1,804 | $166K |
| Signaturefd, LLC | 0.00% | No change | 1,786 | $164K |
| Sage Mountain Advisors LLC | 0.01% | Add +137.8% | 1,724 | $158K |
| HM Payson & Co. | 0.00% | No change | 1,712 | $157K |
| Voisard Asset Management Group, Inc. | 0.07% | No change | 1,704 | $157K |
| West Paces Advisors Inc. | 0.04% | No change | 1,681 | $155K |
| Ancora Advisors LLC | 0.00% | No change | 1,665 | $153K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,610 | $148K |
| West Branch Capital LLC | 0.05% | Add +0.3% | 1,600 | $147K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,580 | $145K |
| Clearstead Trust, LLC | 0.03% | Reduce -1.5% | 1,560 | $143K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 1,554 | $143K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 1,532 | $141K |
| Legacy Bridge, LLC | 0.08% | No change | 1,522 | $140K |
| Grove Bank & Trust | 0.02% | No change | 1,472 | $135K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +24.3% | 1,458 | $134K |
| Gen-Wealth Partners Inc | 0.06% | No change | 1,440 | $132K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +5.1% | 1,415 | $130K |
| S.A. Mason LLC | 0.07% | No change | 1,336 | $123K |
| PFS Partners, LLC | 0.07% | No change | 1,332 | $122K |
| Bank of New Hampshire | 0.03% | Reduce -15.9% | 1,304 | $120K |
| Bear Mountain Capital, Inc. | 0.05% | Reduce -0.3% | 1,276 | $119K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,292 | $119K |
| Horrell Capital Management, Inc. | 0.03% | No change | 1,220 | $112K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,200 | $110K |
| Mill Capital Management, LLC | 0.01% | No change | 1,200 | $110K |
| SIMA Wealth Partners, LLC | 0.10% | No change | 1,193 | $110K |
| Evergreen Private Wealth LLC | 0.05% | Reduce -4.3% | 1,171 | $108K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,167 | $107K |
| Northwest Capital Management Inc | 0.04% | No change | 1,161 | $107K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -37.2% | 1,157 | $106K |
| Main Street Group, LTD | 0.05% | No change | 1,133 | $104K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,127 | $104K |
| Founders Capital Management | 0.06% | No change | 1,126 | $104K |
| Flaharty Asset Management, LLC | 0.01% | New | 1,080 | $99K |
| Windsor Advisory Group, LLC | 0.11% | No change | 1,076 | $99K |
| Financial Perspectives, Inc | 0.03% | Reduce -3.1% | 1,052 | $97K |
| Tidemark, LLC | 0.04% | Add +28.0% | 1,048 | $96K |
| Dunhill Financial, LLC | 0.05% | Reduce -6.9% | 1,005 | $92K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.0% | 967 | $89K |
| FSA Wealth Management LLC | 0.03% | — | 950 | $87K |
| Smithfield Trust Co | 0.00% | No change | 914 | $84K |
| Blue Trust, Inc. | 0.00% | No change | 940 | $83K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 888 | $82K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 866 | $80K |
| Quent Capital, LLC | 0.01% | No change | 860 | $79K |
| Moser Wealth Advisors, LLC | 0.04% | No change | 840 | $77K |
| Kings Path Partners LLC | 0.03% | No change | 840 | $77K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 832 | $76K |
| Y.D. More Investments Ltd | 0.01% | No change | 800 | $74K |
| NorthCoast Asset Management LLC | 0.00% | Add +7.3% | 39,553 | $73K |
| Insight Inv LLC | 0.06% | No change | 772 | $71K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.1% | 753 | $69K |
| American National Bank & Trust | 0.01% | Reduce -11.7% | 737 | $68K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 720 | $66K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.1% | 715 | $66K |
| Hilltop National Bank | 0.02% | No change | 700 | $64K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 698 | $64K |
| Rice Partnership, LLC | 0.01% | No change | 694 | $64K |
| WASHINGTON TRUST Co | 0.00% | No change | 680 | $63K |
| PSI Advisors, LLC | 0.02% | Add +0.1% | 674 | $62K |
| Thompson Investment Management, Inc. | 0.01% | No change | 656 | $60K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 650 | $60K |
| Strengthening Families & Communities, LLC | 0.01% | Add +0.3% | 626 | $58K |
| Milestone Investment Advisors LLC | 0.02% | Reduce -4.5% | 608 | $56K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 600 | $55K |
| GAMMA Investing LLC | 0.01% | Add +100.3% | 571 | $52K |
| Steph & Co. | 0.02% | No change | 560 | $51K |
| Caldwell Trust Co | 0.01% | No change | 520 | $48K |
| Rothschild Investment LLC | 0.00% | No change | 501 | $46K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $46K |
| Colonial Trust Advisors | 0.00% | No change | 495 | $46K |
| Atwood & Palmer Inc. | 0.00% | No change | 488 | $45K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.2% | 476 | $44K |
| Burkett Financial Services, LLC | 0.02% | Add +0.2% | 467 | $43K |
| Rise Advisors, LLC | 0.02% | Add +0.2% | 454 | $42K |
| Armor Investment Advisors, LLC | 0.02% | No change | 440 | $40K |
| Syntrinsic LLC | 0.01% | New | 408 | $38K |
| Centennial Bank | 0.02% | Reduce -15.8% | 400 | $37K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 400 | $37K |
| Partnership Wealth Management, LLC | 0.03% | No change | 392 | $36K |
| Capital Investment Counsel, Inc | 0.01% | No change | 392 | $36K |
| Hanson & Doremus Investment Management | 0.01% | No change | 396 | $36K |
| Financial Freedom, LLC | 0.02% | No change | 368 | $34K |
| Continuum Advisory, LLC | 0.00% | No change | 348 | $33K |
| Ascentis Independent Advisors | 0.00% | New | 330 | $30K |
| Hollencrest Capital Management | 0.00% | No change | 320 | $29K |
| Ashton Thomas Securities, LLC | 0.01% | Add +1229.2% | 319 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 308 | $28K |
| Smartleaf Asset Management LLC | 0.00% | No change | 306 | $28K |
| Tucker Asset Management LLC | 0.01% | New | 302 | $28K |
| Kimelman & Baird, LLC | 0.00% | Reduce -14.3% | 300 | $28K |
| Christopher J. Hasenberg, Inc | 0.01% | Reduce -99.9% | 296 | $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 |
| Earned Wealth Advisors, LLC | 0.01% | New | 283 | $26K |
| Citizens National Bank Trust Department | 0.01% | No change | 280 | $26K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 276 | $25K |
| Financial Connections Group, Inc. | 0.01% | No change | 240 | $22K |
| Tsfg, LLC | 0.00% | No change | 232 | $21K |
| Creekmur Asset Management LLC | 0.00% | Reduce -28.5% | 213 | $20K |
| Archer Investment Corp | 0.01% | No change | 212 | $19K |
| Oarsman Capital, Inc. | 0.00% | New | 210 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 208 | $19K |
| Creative Capital Management Investments LLC | 0.01% | No change | 204 | $19K |
| Bristlecone Advisors, LLC | 0.00% | New | 198 | $18K |
| Atticus Wealth Management, LLC | 0.01% | No change | 188 | $17K |
| Tortoise Investment Management, LLC | 0.00% | No change | 180 | $17K |
| North Star Investment Management Corp. | 0.00% | No change | 174 | $16K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 172 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 166 | $15K |
| Matrix Private Capital Group LLC | 0.01% | No change | 160 | $15K |
| Piscataqua Savings Bank | 0.01% | No change | 160 | $15K |
| Gleason Group, Inc. | 0.00% | No change | 153 | $14K |
| CENTRAL TRUST Co | 0.00% | No change | 142 | $13K |
| POM Investment Strategies, LLC | 0.01% | No change | 137 | $13K |
| Stephens Consulting, LLC | 0.00% | No change | 136 | $13K |
| CoreFirst Bank & Trust | 0.01% | New | 132 | $12K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 132 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $11K |
| Mechanics Financial Corp | 0.00% | Reduce -69.8% | 120 | $11K |
| Northwest Bank & Trust Co | 0.01% | No change | 115 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 112 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 112 | $10K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +0.9% | 111 | $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 |
| Morton Brown Family Wealth, LLC | 0.00% | New | 93 | $9K |
| Northwest Financial Advisors | 0.01% | New | 90 | $8K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 94 | $8K |
| Avion Wealth | 0.00% | Add +10.0% | 88 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -81.5% | 84 | $8K |
| Sawyer & Company, Inc | 0.00% | New | 71 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 76 | $7K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 72 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 72 | $6K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 62 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -49.6% | 62 | $6K |
| New Millennium Group LLC | 0.00% | No change | 60 | $6K |
| Family Asset Management, LLC | 0.00% | No change | 60 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 58 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 48 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 40 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| Howe & Rusling Inc. | 0.00% | Add +3.3% | 31 | $3K |
| Fairman Group, LLC | 0.00% | No change | 22 | $2K |
| Keener Financial Planning LLC | 0.00% | No change | 29 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 20 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 20 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 20 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 15 | $1K |
| Mfa Wealth Advisors, LLC | 0.00% | Reduce -92.2% | 5 | $460 |
| Ransom Advisory, Ltd | 0.00% | No change | 2 | $184 |
"% 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.