iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q4 2024 (December 31)900holders +22
42new positions
56sold out
4famous investors
$90.95avg. 13F price*
At the end of Q4 2024, 900 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 22 from Q3 2024. 42 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($652.6M), Wells Fargo & Company ($586.0M) and FMR LLC ($334.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $21.4M |
| Exits | 56 | $273.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,756,380 shares bought and 7,141,676 shares sold, net −4,385,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 900 holders
| Morgan Stanley | 0.05% | Add +5.9% | 7,176,967 | $652.6M |
| Wells Fargo & Company | 0.14% | Reduce -4.6% | 6,444,174 | $586.0M |
| FMR LLC | 0.02% | Reduce -2.0% | 3,681,255 | $334.7M |
| Bank of America Corp. | 0.03% | Reduce -2.0% | 3,634,210 | $330.5M |
| Main Management ETF Advisors, LLC | 10.04% | Reduce -19.5% | 2,434,740 | $221.4M |
| UBS Group AG | 0.04% | Reduce -1.4% | 2,190,633 | $199.2M |
| PNC Financial Services Group, Inc. | 0.12% | Add +2.9% | 2,015,043 | $183.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -2.0% | 2,009,966 | $182.8M |
| Captrust Financial Advisors | 0.48% | Add +8.0% | 1,846,654 | $167.9M |
| Raymond James Financial Inc. | 0.06% | — | 1,801,098 | $163.8M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -1.7% | 1,687,822 | $153.5M |
| LPL Financial LLC | 0.05% | Add +8.1% | 1,361,626 | $123.8M |
| Financial Engines Advisors L.L.C. | 0.26% | Reduce -5.0% | 1,354,321 | $123.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -11.9% | 1,288,916 | $117.2M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +6.0% | 1,097,130 | $99.8M |
| Northern Trust Corp. | 0.01% | Add +5.5% | 1,033,427 | $94.0M |
| D.A. Davidson & Co. | 0.76% | Add +1.9% | 1,025,894 | $93.3M |
| JPMorgan Chase & Co. | 0.01% | Add +25.4% | 862,794 | $78.5M |
| Midland Wealth Advisors, LLC | 4.52% | Reduce -0.9% | 826,610 | $75.2M |
| MAI Capital Management | 0.53% | Add +4.3% | 782,332 | $71.1M |
| Bank of New York Mellon Corp | 0.01% | Add +10.4% | 778,570 | $70.8M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -6.2% | 736,738 | $67.0M |
| Main Management LLC | 5.36% | Reduce -13.9% | 721,486 | $65.6M |
| Willis Johnson & Associates, Inc. | 4.51% | Add +2.2% | 646,318 | $58.8M |
| Keybank National Association | 0.21% | Reduce -0.9% | 596,406 | $54.2M |
| HighTower Advisors, LLC | 0.07% | Add +4.5% | 554,974 | $50.5M |
| Royal Bank of Canada | 0.01% | Reduce -6.2% | 534,473 | $48.6M |
| Bank of Montreal | 0.02% | Reduce -0.0% | 525,511 | $47.8M |
| Cerity Partners LLC | 0.10% | Add +2.7% | 508,371 | $46.2M |
| Bokf, NA | 0.77% | Add +1.9% | 502,265 | $45.6M |
| Joel Isaacson & Co., LLC | 1.98% | Reduce -0.1% | 484,036 | $44.0M |
| Wilmington Savings Fund Society, FSB | 0.78% | Reduce -2.3% | 478,539 | $43.5M |
| Truist Financial Corp. | 0.06% | Reduce -2.8% | 454,027 | $41.3M |
| Regions Financial Corp. | 0.30% | Reduce -0.1% | 442,234 | $40.2M |
| World Investment Advisors | 1.03% | Add +1438.5% | 414,157 | $37.7M |
| Moment Partners, LLC | 6.75% | — | 389,529 | $35.4M |
| Mariner, LLC | 0.06% | Add +13.7% | 372,983 | $33.9M |
| Lido Advisors, LLC | 0.16% | Reduce -47.6% | 275,310 | $25.0M |
| Jones Financial Companies LLLP | 0.02% | Add +31.0% | 272,844 | $24.8M |
| Savant Capital, LLC | 0.19% | Reduce -0.9% | 271,843 | $24.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +1.3% | 270,358 | $24.6M |
| Steward Partners Investment Advisory, LLC | 0.22% | Add +0.3% | 270,033 | $24.6M |
| Inspirion Wealth Advisors, LLC | 3.39% | Add +8.6% | 265,167 | $24.3M |
| Cetera Investment Advisers | 0.05% | Reduce -31.1% | 263,965 | $24.0M |
| Courier Capital LLC | 1.65% | Add +2.1% | 263,408 | $24.0M |
| AlTi Global, Inc. | 0.57% | Reduce -6.4% | 260,231 | $23.7M |
| Capital Advisors, Ltd. LLC | 2.68% | Add +0.2% | 233,418 | $21.2M |
| SPC Financial, Inc. | 1.76% | Add +2.1% | 221,465 | $20.1M |
| Stifel Financial Corp. | 0.02% | Reduce -19.1% | 211,515 | $19.2M |
| Baird Financial Group, Inc. | 0.04% | Add +3.5% | 210,837 | $19.2M |
| Jmac Enterprises LLC | 2.97% | Add +0.2% | 208,250 | $18.9M |
| Salomon & Ludwin, LLC | 1.92% | Reduce -5.8% | 199,401 | $18.1M |
| Creative Planning | 0.02% | Add +12.7% | 191,076 | $17.4M |
| 1834 Investment Advisors Co. | 2.14% | Reduce -11.2% | 186,094 | $16.9M |
| Cassaday & Co Wealth Management LLC | 0.45% | Add +1.2% | 181,172 | $16.5M |
| Hudson Capital Management LLC | 5.30% | Reduce -2.8% | 181,121 | $16.5M |
| Comerica Bank | 0.06% | Reduce -15.1% | 169,926 | $15.5M |
| Sandy Spring Bank | 0.62% | Add +50.7% | 168,479 | $15.3M |
| Sterling Financial Planning, Inc. | 5.56% | Add +1.3% | 166,230 | $15.1M |
| Integrated Wealth Concepts LLC | 0.17% | Add +2.3% | 162,993 | $14.8M |
| Blue Edge Capital, LLC | 2.32% | Add +1.0% | 162,112 | $14.7M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -4.5% | 161,819 | $14.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -39.7% | 160,580 | $14.6M |
| Texas Yale Capital Corp. | 0.58% | Reduce -0.6% | 159,703 | $14.5M |
| First Merchants Corp. | 0.52% | Reduce -1.7% | 147,872 | $13.4M |
| GHP Investment Advisors, Inc. | 0.62% | Reduce -0.4% | 146,669 | $13.3M |
| Ifrah Financial Services, Inc. | 3.67% | Reduce -1.3% | 146,150 | $13.3M |
| Cullen/Frost Bankers, Inc. | 0.18% | Add +2.8% | 145,360 | $13.2M |
| Fifth Third Bancorp | 0.05% | Reduce -4.4% | 143,391 | $13.0M |
| Waverly Advisors, LLC | 0.20% | Add +46.1% | 142,155 | $12.9M |
| Equitable Holdings, Inc. | 0.12% | Add +49.8% | 139,976 | $12.7M |
| Focus Partners Wealth | 0.03% | Add +161.5% | 128,307 | $11.7M |
| US Bancorp \de | 0.01% | Reduce -1.8% | 121,534 | $11.1M |
| SOA Wealth Advisors, LLC. | 2.00% | Add +1.3% | 119,498 | $10.9M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +0.1% | 114,879 | $10.4M |
| HSBC Holdings PLC | 0.01% | Reduce -2.4% | 107,183 | $9.7M |
| Citigroup Inc. | 0.01% | Reduce -16.9% | 106,201 | $9.7M |
| Greenup Street Wealth Management LLC | 1.89% | Reduce -21.6% | 104,831 | $9.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -55.9% | 98,849 | $9.0M |
| IFP Advisors, Inc | 0.29% | Add +3.5% | 98,824 | $9.0M |
| Broadview Financial Management, LLC | 6.42% | Reduce -5.6% | 98,680 | $9.0M |
| White Pine Investment CO | 2.35% | Add +58.9% | 95,697 | $8.7M |
| JFS Wealth Advisors, LLC | 0.58% | Add +2.1% | 93,737 | $8.5M |
| Associated Banc-Corp | 0.25% | Add +0.5% | 92,963 | $8.5M |
| Mgo One Seven LLC | 0.32% | Add +0.6% | 91,016 | $8.3M |
| Callan Family Office, LLC | 0.52% | Reduce -1.3% | 90,657 | $8.2M |
| Private Advisor Group, LLC | 0.05% | Reduce -8.6% | 90,632 | $8.2M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -6.5% | 88,145 | $8.0M |
| Mill Creek Capital Advisors, LLC | 0.19% | No change | 87,652 | $8.0M |
| Greenleaf Trust | 0.07% | Reduce -0.4% | 85,691 | $7.8M |
| StoneX Group Inc. | 0.42% | Add +911.7% | 84,800 | $7.7M |
| Bryn Mawr Trust Advisors, LLC | 0.41% | Reduce -1.9% | 84,456 | $7.7M |
| Mechanics Bank Trust Department | 1.02% | Reduce -0.5% | 84,126 | $7.6M |
| Avantax Advisory Services, Inc. | 0.05% | Add +31.1% | 83,194 | $7.6M |
| Argent Trust Co | 0.31% | Add +2798.0% | 82,302 | $7.5M |
| Rodgers & Associates, LTD | 0.88% | Add +2.2% | 81,668 | $7.4M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -24.8% | 79,597 | $7.2M |
| JNBA Financial Advisors | 0.70% | Reduce -0.3% | 74,930 | $6.8M |
| Estate Counselors, LLC | 0.71% | New | 73,115 | $6.6M |
| Oldfather Financial Services, LLC | 2.46% | Add +1.2% | 70,948 | $6.5M |
| Centerpoint Advisors, LLC | 2.21% | Reduce -2.5% | 69,545 | $6.3M |
| Goelzer Investment Management, Inc. | 0.36% | Reduce -4.7% | 68,671 | $6.2M |
| First Citizens Financial Corp | 3.38% | Reduce -1.1% | 68,497 | $6.2M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -2.8% | 63,288 | $6.0M |
| InvesTrust | 1.61% | — | 63,743 | $5.8M |
| Denver PWM, LLC | 2.24% | Add +1134.3% | 63,714 | $5.8M |
| Guidance Point Advisors, LLC | 1.65% | Add +0.4% | 62,181 | $5.7M |
| M&T Bank Corp | 0.02% | Reduce -0.3% | 62,118 | $5.6M |
| Corient Private Wealth LP | 0.01% | Reduce -25.1% | 60,043 | $5.5M |
| HB Wealth Management, LLC | 0.06% | No change | 59,532 | $5.4M |
| Asset Management Group, Inc. | 0.95% | Reduce -0.3% | 59,032 | $5.4M |
| Coldstream Capital Management Inc. | 0.11% | Reduce -17.7% | 57,500 | $5.2M |
| Sunbelt Securities, Inc. | 0.46% | Reduce -0.1% | 57,008 | $5.2M |
| Sigma Planning Corp | 0.16% | Add +0.6% | 56,277 | $5.1M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -3.4% | 55,237 | $5.0M |
| Eagle Strategies LLC | 0.83% | Add +10.3% | 52,779 | $4.8M |
| Tritonpoint Wealth, LLC | 0.43% | Reduce -0.3% | 52,198 | $4.7M |
| Fulton Breakefield Broenniman LLC | 0.34% | Reduce -1.0% | 51,881 | $4.7M |
| Ashton Thomas Private Wealth, LLC | 0.18% | Add +1.4% | 50,911 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -6.2% | 50,649 | $4.6M |
| Heritage Trust Co | 0.54% | — | 50,080 | $4.6M |
| Becker Capital Management Inc. | 0.15% | Reduce -7.1% | 49,947 | $4.5M |
| Citizens Financial Group Inc. | 0.09% | Add +0.5% | 49,821 | $4.5M |
| Anb Bank | 1.96% | — | 49,129 | $4.5M |
| Brightwater Advisory LLC | 3.49% | Reduce -1.1% | 48,961 | $4.5M |
| M1 Capital Management LLC | 2.40% | — | 48,827 | $4.4M |
| Congress Asset Management Co. | 0.03% | Add +247.6% | 48,279 | $4.4M |
| Perkins Coie Trust Co | 0.95% | Reduce -3.6% | 47,609 | $4.3M |
| Weinberger Asset Management, Inc | 1.80% | Reduce -3.1% | 47,288 | $4.3M |
| Farther Finance Advisors, LLC | 0.16% | Add +12.4% | 47,192 | $4.3M |
| Causey Wealth LLC | 2.47% | — | 46,566 | $4.2M |
| CFS Investment Advisory Services, LLC | 0.37% | Reduce -0.6% | 45,138 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.9% | 44,541 | $4.1M |
| Circle Wealth Management, LLC | 0.09% | No change | 44,000 | $4.0M |
| BKM Wealth Management, LLC | 1.64% | Reduce -0.9% | 43,977 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -93.4% | 43,621 | $4.0M |
| LTG Capital LLC | 3.32% | Reduce -1.1% | 43,568 | $4.0M |
| Transcendent Capital Group LLC | 2.05% | Add +13.7% | 43,549 | $4.0M |
| Idaho Trust Co | 1.99% | Reduce -19.7% | 43,473 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +16.1% | 43,151 | $3.9M |
| Cranbrook Wealth Management, LLC | 0.89% | Reduce -1.7% | 42,144 | $3.8M |
| NorthCoast Asset Management LLC | 0.02% | Add +4.8% | 41,457 | $3.8M |
| Global Retirement Partners, LLC | 0.11% | Reduce -41.4% | 41,212 | $3.7M |
| UMB Bank, n.a. | 0.06% | Reduce -12.0% | 41,032 | $3.7M |
| Neumann Capital Management, LLC | 1.23% | Reduce -1.4% | 40,840 | $3.7M |
| First Hawaiian Bank | 0.12% | Reduce -9.0% | 40,826 | $3.7M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +13.6% | 40,211 | $3.7M |
| Fifth Third Wealth Advisors LLC | 0.19% | Add +24.8% | 38,960 | $3.5M |
| Lee, Kelleher & Klein Wealth Management | 2.51% | — | 38,790 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +0.1% | 37,730 | $3.4M |
| TD Private Client Wealth LLC | 0.10% | Reduce -3.5% | 37,682 | $3.4M |
| Trail Ridge Investment Advisors, LLC | 1.60% | Add +3.9% | 37,087 | $3.4M |
| Financial Advocates Investment Management | 0.19% | Reduce -2.2% | 34,565 | $3.4M |
| Clearstead Advisors, LLC | 0.05% | Add +0.1% | 36,691 | $3.3M |
| Financial Counselors Inc. | 0.05% | Reduce -0.8% | 35,993 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.0% | 34,998 | $3.2M |
| Pacific Financial Group Inc. | 2.35% | Reduce -2.3% | 34,884 | $3.2M |
| DDFG, Inc | 0.91% | Add +0.3% | 34,549 | $3.1M |
| Performance Wealth Partners, LLC | 0.10% | Reduce -6.0% | 34,281 | $3.1M |
| Belpointe Asset Management LLC | 0.19% | Add +1.6% | 33,972 | $3.1M |
| Soltis Investment Advisors LLC | 0.28% | Reduce -11.6% | 33,041 | $3.0M |
| Smith Shellnut Wilson LLC | 1.33% | Add +0.2% | 32,951 | $3.0M |
| Blair William & Co. | 0.01% | Add +2.8% | 32,682 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +1.5% | 32,595 | $3.0M |
| Dumont & Blake Investment Advisors LLC | 0.78% | Reduce -0.5% | 32,015 | $2.9M |
| Natixis Advisors, LLC | 0.01% | Add +26.6% | 31,864 | $2.9M |
| Segment Wealth Management, LLC | 0.20% | No change | 31,700 | $2.9M |
| Embree Financial Group | 0.48% | Reduce -0.3% | 31,110 | $2.8M |
| Level Four Advisory Services, LLC | 0.11% | Add +12.1% | 30,529 | $2.8M |
| GC Wealth Management RIA, LLC | 0.49% | Reduce -2.9% | 30,390 | $2.8M |
| Commerce Bank | 0.02% | Reduce -1.5% | 30,177 | $2.7M |
| Ironwood Financial, llc | 0.57% | Reduce -2.7% | 30,054 | $2.7M |
| Maltin Wealth Management, Inc. | 1.34% | Add +8.8% | 29,991 | $2.7M |
| Founders Grove Wealth Partners, LLC | 0.78% | — | 29,608 | $2.7M |
| Triangle Securities Wealth Management | 0.68% | Add +5.8% | 28,965 | $2.6M |
| United Bank | 0.31% | Reduce -3.6% | 28,893 | $2.6M |
| Fifth Third Securities, Inc. | 0.22% | Add +0.6% | 28,778 | $2.6M |
| Watchman Group, Inc. | 0.67% | Reduce -25.1% | 28,159 | $2.6M |
| Stordahl Capital Management, Inc. | 0.59% | Reduce -0.7% | 27,664 | $2.5M |
| Slow Capital, Inc. | 0.36% | Reduce -1.5% | 27,644 | $2.5M |
| Vance Wealth, LLC | 0.96% | Reduce -1.6% | 27,435 | $2.5M |
| Ullmann Wealth Partners Group, LLC | 0.31% | Add +0.0% | 26,803 | $2.4M |
| MML Investors Services, LLC | 0.01% | Reduce -33.5% | 26,591 | $2.4M |
| Retirement Planning Group, LLC | 0.12% | Reduce -0.7% | 26,499 | $2.4M |
| Spire Wealth Management | 0.07% | Add +0.2% | 26,355 | $2.4M |
| Advisory Services Network, LLC | 0.04% | Reduce -3.5% | 26,075 | $2.4M |
| CreativeOne Wealth, LLC | 0.07% | Add +56.6% | 26,052 | $2.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.8% | 25,185 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -2.1% | 24,670 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Reduce -3.8% | 23,536 | $2.2M |
| Avantax Planning Partners, Inc. | 0.08% | Reduce -2.0% | 23,810 | $2.2M |
| Dana Investment Advisors, Inc. | 0.07% | Add +20.9% | 23,717 | $2.2M |
| Synergy Asset Management, LLC | 0.17% | Add +198.9% | 23,529 | $2.1M |
| Columbia Bank | 0.74% | Add +33.8% | 23,039 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +3.7% | 23,309 | $2.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +14.3% | 23,133 | $2.1M |
| Stenger Family Office, LLC | 0.71% | — | 23,061 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.68% | Add +1.1% | 22,819 | $2.1M |
| Farmers & Merchants Investments Inc. | 0.07% | Reduce -0.1% | 22,798 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -46.9% | 22,742 | $2.1M |
| Codex Capital Asset Management L.L.C. | 0.91% | No change | 22,500 | $2.0M |
| Franklin Resources Inc. | 0.00% | Add +3.2% | 22,356 | $2.0M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | No change | 22,352 | $2.0M |
| Corundum Trust Company, INC | 5.94% | Reduce -2.0% | 21,744 | $2.0M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -89.8% | 21,471 | $2.0M |
| One Capital Management, LLC | 0.06% | Reduce -14.7% | 21,464 | $2.0M |
| Operose Advisors LLC | 0.67% | Add +10.7% | 21,454 | $2.0M |
| PFG Advisors | 0.12% | Add +0.6% | 21,328 | $1.9M |
| Aft, Forsyth & Company, Inc. | 0.94% | Add +0.0% | 21,156 | $1.9M |
| Park Place Capital Corp | 0.53% | Reduce -4.4% | 20,948 | $1.9M |
| Davis Investment Partners, LLC | 0.79% | No change | 20,650 | $1.9M |
| Allegheny Financial Group | 0.47% | Add +0.8% | 20,224 | $1.8M |
| Darrow Company, Inc. | 1.06% | Reduce -0.5% | 20,072 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | New | 19,977 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Reduce -9.9% | 19,942 | $1.8M |
| Wellspring Financial Advisors, LLC | 0.19% | Reduce -17.6% | 19,823 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.80% | Add +0.1% | 19,778 | $1.8M |
| Ritter Daniher Financial Advisory LLC / DE | 0.51% | Reduce -0.8% | 19,723 | $1.8M |
| C2C Wealth Management, LLC | 1.65% | No change | 19,627 | $1.8M |
| Heck Capital Advisors, LLC | 0.20% | Reduce -39.7% | 19,589 | $1.8M |
| &partners | 0.02% | Add +34.4% | 19,275 | $1.8M |
| Foundation Wealth Management, LLC | 1.37% | Add +0.1% | 19,402 | $1.8M |
| Rehmann Capital Advisory Group | 0.11% | Add +0.3% | 19,386 | $1.8M |
| Somerset Group LLC | 1.61% | Reduce -1.7% | 19,373 | $1.8M |
| Bessemer Group Inc. | 0.00% | Reduce -7.7% | 19,290 | $1.8M |
| Crestwood Advisors Group, LLC | 0.03% | No change | 19,052 | $1.7M |
| Teachers Insurance & Annuity Association of America | 2.24% | Add +46.5% | 18,670 | $1.7M |
| Novak & Powell Financial Services, Inc. | 1.00% | Reduce -0.6% | 18,414 | $1.7M |
| Moneco Advisors, LLC | 0.18% | Add +0.1% | 18,338 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.5% | 18,305 | $1.7M |
| Peregrine Asset Advisers, Inc. | 0.61% | Reduce -0.1% | 18,088 | $1.6M |
| First Horizon Advisors, Inc. | 0.05% | No change | 18,050 | $1.6M |
| Patten Group, Inc. | 0.36% | Add +3.8% | 17,799 | $1.6M |
| Stratos Investment Management, LLC | 0.10% | Add +138.5% | 17,616 | $1.6M |
| Anderson Hoagland & Co. | 0.16% | No change | 16,582 | $1.6M |
| Roberts Financial Services LLC | 0.30% | Reduce -1.4% | 17,261 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.13% | New | 17,200 | $1.6M |
| Trust Co. of Vermont | 0.08% | No change | 17,184 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -26.7% | 16,970 | $1.5M |
| Renaissance Technologies | 0.00% | New | 16,900 | $1.5M |
| Renasant Bank | 0.99% | Reduce -6.7% | 16,811 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +10.9% | 16,740 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +2.1% | 16,699 | $1.5M |
| Vicus Capital | 0.13% | Reduce -1.7% | 16,633 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -89.8% | 16,488 | $1.5M |
| Cwm, LLC | 0.01% | Add +35.6% | 16,288 | $1.5M |
| TAGStone Capital, Inc. | 0.72% | Reduce -0.5% | 16,161 | $1.5M |
| River Wealth Advisors LLC | 0.19% | No change | 16,156 | $1.5M |
| Family Firm, Inc. | 0.32% | Reduce -3.8% | 15,773 | $1.4M |
| Merkkuri Wealth Advisors LLC | 1.13% | Add +0.2% | 15,748 | $1.4M |
| Kozak & Associates, Inc. | 0.33% | Reduce -1.2% | 15,445 | $1.4M |
| Horizon Family Wealth, Inc. | 0.94% | Add +19.9% | 15,534 | $1.4M |
| Finley Financial, LLC | 0.73% | — | 15,037 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -11.2% | 14,326 | $1.4M |
| Whittier Trust Co. | 0.02% | Add +10.8% | 15,311 | $1.4M |
| Verdence Capital Advisors LLC | 0.11% | Reduce -0.0% | 15,246 | $1.4M |
| RKL Wealth Management LLC | 0.12% | Add +24.9% | 15,216 | $1.4M |
| Grey Ledge Advisors, LLC | 0.35% | Add +5.1% | 15,103 | $1.4M |
| Ellis Investment Partners, LLC | 0.27% | Add +0.1% | 15,083 | $1.4M |
| First Heartland Consultants, Inc. | 0.14% | Reduce -55.1% | 15,029 | $1.4M |
| Teamwork Financial Advisors, LLC | 0.18% | Add +11.8% | 14,930 | $1.4M |
| Fulton Bank, N.A. | 0.05% | Add +7.7% | 14,910 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Reduce -15.2% | 14,608 | $1.3M |
| LBMC Investment Advisors, LLC | 0.10% | Add +0.1% | 14,483 | $1.3M |
| AMG National Trust Bank | 0.04% | No change | 14,307 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +17.0% | 14,311 | $1.3M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.73% | Add +64.2% | 14,252 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -0.5% | 14,185 | $1.3M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -7.1% | 14,110 | $1.3M |
| Bank of Stockton | 0.39% | Reduce -0.6% | 14,025 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +0.1% | 13,898 | $1.3M |
| YHB Investment Advisors, Inc. | 0.10% | No change | 13,837 | $1.3M |
| Pittenger & Anderson Inc. | 0.05% | No change | 13,800 | $1.3M |
| Schechter Investment Advisors, LLC | 0.10% | No change | 13,615 | $1.2M |
| WealthShield Partners, LLC | 0.17% | Add +0.6% | 13,423 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Add +0.4% | 13,318 | $1.2M |
| Stephens Inc. | 0.02% | Reduce -2.0% | 13,317 | $1.2M |
| Mowery & Schoenfeld Wealth Management, LLC | 2.33% | No change | 13,200 | $1.2M |
| City Holding Co. | 0.17% | Add +21.4% | 13,173 | $1.2M |
| Principal Securities, Inc. | 0.03% | Reduce -1.6% | 12,764 | $1.2M |
| International Assets Investment Management, LLC | 0.10% | Reduce -11.0% | 12,551 | $1.1M |
| Independent Advisor Alliance | 0.02% | New | 12,567 | $1.1M |
| CX Institutional | 0.04% | Add +12.1% | 12,113 | $1.1M |
| Country Club Bank | 0.07% | No change | 12,072 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Add +5.3% | 12,050 | $1.1M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -2.3% | 11,864 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 11,757 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.5% | 11,738 | $1.1M |
| Acas, LLC | 0.78% | Reduce -0.9% | 11,103 | $1.1M |
| Fiduciary Alliance LLC | 0.11% | Reduce -0.7% | 11,572 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +26.8% | 11,548 | $1.1M |
| Aprio Wealth Management, LLC | 0.15% | Add +0.0% | 11,547 | $1.0M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -1.3% | 11,075 | $1.0M |
| First Citizens Bank & Trust Co. | 0.02% | Add +11.1% | 11,442 | $1.0M |
| Laurel Wealth Advisors LLC | 0.16% | Reduce -2.5% | 11,409 | $1.0M |
| Vanguard Group Inc. | 0.00% | Reduce -2.0% | 11,366 | $1.0M |
| Summit Financial, LLC | 0.04% | No change | 11,363 | $1.0M |
| Sather Financial Group Inc | 0.06% | No change | 11,360 | $1.0M |
| Front Row Advisors LLC | 0.36% | Reduce -0.2% | 11,336 | $1.0M |
| MainStreet Investment Advisors LLC | 0.14% | Add +1.1% | 11,331 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +2.5% | 11,315 | $1.0M |
| Marietta Wealth Management, LLC | 0.15% | No change | 11,220 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -1.8% | 11,087 | $1.0M |
| Pinnacle Financial Partners Inc | 0.02% | No change | 11,074 | $1.0M |
| Whitaker-Myers Wealth Managers, LTD. | 0.29% | Reduce -30.1% | 11,004 | $1.0M |
| Dearborn Partners LLC | 0.04% | No change | 10,971 | $998K |
| NTV Asset Management LLC | 0.13% | Reduce -12.1% | 10,920 | $993K |
| Global Financial Private Client, LLC | 0.37% | Add +5.3% | 10,866 | $988K |
| Merit Financial Group, LLC | 0.02% | Add +148.2% | 10,797 | $982K |
| Cadence Bank | 0.07% | Reduce -5.2% | 10,796 | $982K |
| Capital Analysts, LLC | 0.04% | No change | 10,735 | $976K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -25.8% | 10,722 | $975K |
| Old National Bancorp | 0.02% | Add +339.4% | 10,691 | $972K |
| Ameritas Advisory Services, LLC | 0.03% | Add +6.3% | 10,686 | $972K |
| Meridian Investment Counsel Inc. | 0.29% | No change | 10,644 | $968K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +79.8% | 10,527 | $957K |
| Argent Advisors, Inc. | 0.35% | New | 10,516 | $956K |
| Marquette Associates, Inc. | 0.79% | No change | 10,502 | $955K |
| AdvisorNet Financial, Inc | 0.08% | Reduce -1.7% | 10,347 | $941K |
| Ballentine Partners, LLC | 0.02% | Add +3.1% | 10,290 | $936K |
| Harbour Capital Advisors, LLC | 0.21% | Reduce -1.2% | 10,055 | $928K |
| Venture Visionary Partners LLC | 0.04% | Add +6.3% | 10,184 | $926K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -9.0% | 10,163 | $924K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.1% | 10,097 | $918K |
| Heartwood Wealth Advisors LLC | 0.10% | No change | 10,069 | $916K |
| Tiaa Trust, National Association | 0.00% | Add +1.0% | 9,996 | $909K |
| Bangor Savings Bank | 0.09% | Reduce -0.2% | 9,985 | $908K |
| Fayez Sarofim & Co | 0.00% | Add +112.6% | 9,949 | $905K |
| Crewe Advisors LLC | 0.12% | Reduce -0.4% | 9,945 | $904K |
| Presilium Private Wealth, LLC | 0.21% | Reduce -0.1% | 9,854 | $896K |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | No change | 9,780 | $889K |
| SOL Capital Management CO | 0.10% | Add +22.8% | 9,710 | $883K |
| Roman Butler Fullerton & Co. | 0.28% | Reduce -8.9% | 9,383 | $882K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +15.3% | 9,658 | $878K |
| Atlas Brown,Inc. | 0.30% | Reduce -4.7% | 9,628 | $875K |
| Avior Wealth Management, LLC | 0.03% | Add +0.1% | 9,621 | $875K |
| Modera Wealth Management, LLC | 0.01% | Add +5.0% | 9,574 | $871K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 9,436 | $868K |
| SageView Advisory Group, LLC | 0.04% | Add +6.9% | 9,481 | $862K |
| Synovus Financial Corp. | 0.01% | Add +3.5% | 9,452 | $860K |
| Ruggaard & Associates LLC | 0.38% | Reduce -4.1% | 9,415 | $856K |
| Griffin Asset Management, Inc. | 0.10% | Add +3.3% | 9,388 | $854K |
| Hancock Whitney Corp. | 0.03% | Reduce -25.1% | 9,354 | $851K |
| Financial Alternatives, Inc | 0.58% | No change | 9,084 | $826K |
| Breakwater Capital Group | 0.16% | Reduce -6.9% | 9,074 | $825K |
| Oakworth Capital, Inc. | 0.06% | Reduce -0.6% | 9,040 | $822K |
| Truepoint, Inc. | 0.02% | Reduce -0.1% | 9,021 | $820K |
| Brandywine Oak Private Wealth LLC | 0.08% | Reduce -2.3% | 8,928 | $812K |
| EWG Elevate Inc. | 0.25% | New | 8,923 | $811K |
| Outlook Wealth Advisors, LLC | 0.23% | No change | 8,888 | $808K |
| TCV Trust & Wealth Management, Inc. | 0.07% | No change | 8,824 | $802K |
| Harvest Investment Services, LLC | 0.20% | Reduce -62.7% | 8,792 | $799K |
| KMG Fiduciary Partners, LLC | 0.07% | No change | 8,789 | $799K |
| PKS Advisory Services, LLC | 0.20% | — | 8,647 | $786K |
| Graypoint LLC | 0.05% | Reduce -8.8% | 8,638 | $785K |
| Bridges Investment Management Inc. | 0.01% | Reduce -0.9% | 8,630 | $785K |
| Atlantic Edge Private Wealth Management, LLC | 0.24% | No change | 8,623 | $784K |
| HMS Capital Management, LLC | 0.38% | Reduce -1.2% | 8,614 | $783K |
| Hubbell Strickland Wealth Management, LLC | 0.37% | Add +0.1% | 8,581 | $780K |
| Tudor Financial Inc. | 0.45% | Add +22.2% | 8,472 | $770K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +189.5% | 8,403 | $768K |
| Welch & Forbes LLC | 0.01% | No change | 8,423 | $766K |
| Crescent Grove Advisors, LLC | 0.07% | No change | 8,309 | $756K |
| Compton Wealth Advisory Group, LLC | 0.19% | Add +0.5% | 8,294 | $754K |
| Texas Bank & Trust Co | 0.31% | — | 8,285 | $753K |
| Quantinno Capital Management LP | 0.01% | Add +10.9% | 8,284 | $753K |
| PCA Investment Advisory Services Inc. | 0.35% | Reduce -18.6% | 8,210 | $747K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.0% | 8,171 | $743K |
| Montecito Bank & Trust | 0.13% | No change | 8,137 | $740K |
| Armstrong Advisory Group, Inc. | 0.06% | Add +0.2% | 8,075 | $734K |
| Octavia Wealth Advisors, LLC | 0.09% | Add +0.0% | 8,023 | $729K |
| Gables Capital Management Inc. | 0.35% | No change | 8,016 | $729K |
| Axis Wealth Partners, LLC | 0.61% | — | 7,930 | $721K |
| PGIM Custom Harvest LLC | 0.01% | Add +0.2% | 7,924 | $721K |
| Private Capital Management LLC | 0.14% | No change | 7,911 | $719K |
| Parallel Advisors, LLC | 0.02% | Add +72.0% | 7,910 | $719K |
| Peterson Wealth Advisors, LLC | 0.13% | Add +0.2% | 7,771 | $717K |
| DSG Capital Advisors, LLC | 0.13% | — | 7,852 | $714K |
| Corsair Capital Management, L.P. | 0.15% | New | 7,833 | $712K |
| Parcion Private Wealth LLC | 0.05% | Reduce -9.5% | 7,676 | $698K |
| Topsail Wealth Management, LLC | 0.15% | — | 7,583 | $690K |
| Allen Investment Management, LLC | 0.01% | No change | 7,556 | $687K |
| Fairscale Capital, LLC | 0.58% | Add +0.0% | 7,432 | $676K |
| ProVise Management Group, LLC | 0.06% | Reduce -0.9% | 7,385 | $672K |
| Amplius Wealth Advisors, LLC | 0.07% | Add +117.5% | 7,339 | $667K |
| Key Financial Inc | 0.15% | Reduce -0.7% | 7,306 | $664K |
| Brighton Jones LLC | 0.02% | Add +21.5% | 7,269 | $661K |
| Choreo, LLC | 0.01% | Reduce -3.6% | 7,255 | $660K |
| Oxinas Partners, LLC | 0.39% | Reduce -1.5% | 7,235 | $658K |
| Awm Capital, LLC | 0.08% | No change | 7,224 | $657K |
| Hickory Point Bank & Trust | 0.58% | — | 7,181 | $653K |
| Private Management Group Inc. | 0.02% | No change | 7,165 | $652K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 7,164 | $651K |
| Arkadios Wealth Advisors | 0.04% | Reduce -0.3% | 7,104 | $646K |
| Guerra Pan Advisors, LLC | 0.47% | Add +25.4% | 7,076 | $643K |
| WMS Partners, LLC | 0.04% | No change | 7,060 | $642K |
| Prosperity Planning, Inc. | 0.29% | Reduce -0.7% | 7,029 | $639K |
| Harbor Investment Advisory, LLC | 0.06% | No change | 7,022 | $639K |
| Corundum Group, Inc. | 0.24% | No change | 7,000 | $637K |
| Busey Bank | 0.02% | Add +0.2% | 6,969 | $634K |
| Allworth Financial LP | 0.00% | Add +30.1% | 6,547 | $631K |
| Dale Q Rice Investment Management Ltd | 0.28% | — | 6,890 | $627K |
| RPS Advisory Solutions LLC | 0.39% | Reduce -81.5% | 6,880 | $626K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -2.5% | 6,870 | $625K |
| United Community Bank | 0.24% | No change | 6,861 | $624K |
| Saxony Capital Management, LLC | 0.55% | Reduce -71.9% | 6,850 | $623K |
| Alerus Financial NA | 0.05% | Add +0.1% | 6,790 | $617K |
| Daner Wealth Management, LLC | 0.45% | — | 6,461 | $614K |
| SouthState Bank Corp | 0.04% | Reduce -4.6% | 6,711 | $610K |
| Glen Eagle Advisors, LLC | 0.10% | Reduce -1.2% | 6,669 | $606K |
| Washington Trust Bank | 0.06% | Reduce -1.6% | 6,636 | $603K |
| Veracity Capital LLC | 0.22% | Add +0.5% | 6,623 | $602K |
| Bonfire Financial | 0.54% | — | 6,614 | $601K |
| Cobblestone Capital Advisors LLC | 0.03% | No change | 6,568 | $597K |
| Quadrant Capital Group LLC | 0.04% | Reduce -34.1% | 6,556 | $596K |
| Everstar Asset Management, LLC | 0.42% | Reduce -4.8% | 6,552 | $596K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.1% | 6,491 | $590K |
| Richards, Merrill & Peterson, Inc. | 0.31% | — | 6,471 | $588K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +5.0% | 6,238 | $587K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +47.0% | 6,397 | $582K |
| Legacy Private Trust Co. | 0.04% | Reduce -2.1% | 6,400 | $582K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -8.6% | 6,355 | $578K |
| Keel Point, LLC | 0.05% | Add +0.1% | 6,352 | $578K |
| MSH Capital Advisors LLC | 0.18% | No change | 6,340 | $576K |
| Signature Wealth Management Partners, LLC | 0.39% | No change | 6,300 | $573K |
| CW Advisors, LLC | 0.01% | Add +0.7% | 6,298 | $573K |
| Pacific Sun Financial Corp | 0.31% | Reduce -3.4% | 6,280 | $571K |
| LexAurum Advisors, LLC | 0.11% | Add +0.1% | 6,269 | $570K |
| Palisade Asset Management, LLC | 0.06% | Reduce -4.2% | 6,257 | $569K |
| D. E. Shaw & Co. | 0.00% | Reduce -73.5% | 6,226 | $566K |
| STAR Financial Bank | 0.41% | Reduce -59.4% | 6,206 | $564K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,134 | $558K |
| FineMark National Bank & Trust | 0.02% | No change | 6,125 | $557K |
| Benjamin Edwards Inc. | 0.01% | Add +0.1% | 6,112 | $556K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.25% | Reduce -11.6% | 6,055 | $551K |
| RFG Advisory, LLC | 0.02% | Add +51.2% | 6,039 | $549K |
| Pinnacle Financial Group, LLC / IL | 0.21% | Add +0.1% | 5,992 | $545K |
| Independent Wealth Network Inc. | 0.22% | Reduce -1.1% | 5,939 | $540K |
| Park Avenue Securities LLC | 0.01% | Add +0.4% | 5,913 | $538K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 5,900 | $536K |
| IFG Advisors, LLC | 0.11% | No change | 5,882 | $535K |
| United Capital Financial Advisors, LLC | 0.00% | Add +22.8% | 5,860 | $533K |
| Stephen J. Garry & Associates, LLC | 0.49% | Reduce -7.4% | 5,860 | $533K |
| Harbour Trust & Investment Management Co | 0.06% | Reduce -5.5% | 5,804 | $528K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -22.0% | 5,799 | $527K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -6.8% | 5,761 | $524K |
| HBK Sorce Advisory LLC | 0.02% | No change | 5,716 | $520K |
| Wealthstream Advisors, Inc. | 0.10% | Reduce -0.7% | 5,701 | $518K |
| Hilltop Holdings Inc. | 0.03% | Reduce -0.9% | 5,695 | $518K |
| Meridian Financial Advisors, LLC | 0.35% | Add +6.8% | 5,646 | $513K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.0% | 5,626 | $511K |
| Arax Advisory Partners | 0.03% | Reduce -2.1% | 5,594 | $509K |
| Bleakley Financial Group, LLC | 0.02% | No change | 5,563 | $506K |
| Geometric Wealth Advisors | 0.09% | No change | 5,537 | $503K |
| Davidson Trust Co. | 0.26% | Reduce -2.5% | 5,532 | $503K |
| Mattern Wealth Management LLC | 0.11% | Reduce -7.9% | 5,516 | $502K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 5,432 | $494K |
| Schneider Downs Wealth Management Advisors, LP | 0.09% | No change | 5,432 | $494K |
| American Trust | 0.04% | New | 5,429 | $494K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -6.7% | 5,427 | $493K |
| American Financial & Tax Strategies Inc. | 0.25% | No change | 5,406 | $492K |
| Mission Wealth Management, LP | 0.01% | Reduce -3.7% | 5,401 | $491K |
| Sunpointe, LLC | 0.25% | No change | 5,400 | $491K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +99.6% | 5,383 | $489K |
| 626 Financial, LLC | 0.26% | No change | 5,380 | $489K |
| Dentgroup LLC | 0.37% | No change | 5,375 | $489K |
| AE Wealth Management LLC | 0.00% | Reduce -93.3% | 5,370 | $488K |
| Highland Capital Management, LLC | 0.03% | No change | 5,354 | $487K |
| CRA Financial Services, LLC | 0.08% | Reduce -5.3% | 5,294 | $481K |
| Moller Wealth Partners | 0.13% | Add +13.1% | 5,280 | $480K |
| Evergreen Capital Management LLC | 0.02% | Reduce -4.6% | 5,196 | $472K |
| Townsquare Capital LLC | 0.01% | Reduce -93.0% | 5,098 | $464K |
| Hershey Financial Advisers, LLC | 0.41% | — | 5,073 | $461K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 5,051 | $459K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +43.1% | 5,039 | $458K |
| Bar Harbor Wealth Management | 0.03% | Reduce -2.2% | 4,980 | $453K |
| Haverford Trust Co | 0.00% | No change | 4,976 | $452K |
| Geneva Capital Management LLC | 0.01% | New | 4,968 | $452K |
| MidAtlantic Capital Management, Inc. | 0.33% | Reduce -0.1% | 4,967 | $452K |
| Mezzasalma Advisors, LLC | 0.14% | New | 4,903 | $446K |
| Petra Financial Advisors Inc. | 0.30% | No change | 4,901 | $446K |
| Mather Group, Llc. | 0.01% | No change | 4,865 | $442K |
| Tompkins Financial Corp. | 0.04% | No change | 4,858 | $442K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +38.0% | 4,852 | $441K |
| Net Worth Advisory Group | 0.13% | Add +9.8% | 4,819 | $438K |
| Jacobi Capital Management LLC | 0.03% | New | 4,811 | $437K |
| River Street Advisors LLC | 0.22% | Reduce -45.1% | 4,781 | $435K |
| Brass Tax Wealth Management, Inc. | 0.09% | No change | 4,780 | $435K |
| Clayton Financial Group LLC | 0.16% | Reduce -0.9% | 4,746 | $432K |
| Hazlett, Burt & Watson, Inc. | 0.19% | Add +3.9% | 4,744 | $431K |
| Betterment LLC | 0.00% | Reduce -1.2% | 4,743 | $431K |
| Carolinas Wealth Consulting LLC | 0.08% | No change | 4,732 | $430K |
| Pure Financial Advisors, LLC | 0.01% | No change | 4,731 | $430K |
| CoreCap Advisors, LLC | 0.02% | Reduce -91.2% | 4,727 | $430K |
| Delta Investment Management, LLC | 0.08% | Add +0.1% | 4,724 | $430K |
| Sawgrass Asset Management LLC | 0.05% | No change | 4,721 | $429K |
| Biltmore Family Office, LLC | 0.07% | Reduce -16.2% | 4,674 | $425K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -9.5% | 4,659 | $424K |
| Friday Financial | 0.29% | — | 4,638 | $422K |
| Quadrature Capital Ltd | 0.01% | New | 4,611 | $420K |
| Ocean Park Asset Management, LLC | 0.01% | No change | 4,612 | $419K |
| IFG Advisory, LLC | 0.02% | New | 4,605 | $419K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.0% | 4,592 | $418K |
| Smith Anglin Financial, LLC | 0.04% | Reduce -15.1% | 4,564 | $415K |
| Saxon Interests, Inc. | 0.18% | Reduce -0.1% | 4,548 | $414K |
| Glenview Trust Co | 0.01% | Add +0.1% | 4,520 | $411K |
| PCG Wealth Advisors, LLC | 0.15% | Add +0.3% | 4,517 | $411K |
| Valeo Financial Advisors, LLC | 0.01% | Add +26.3% | 4,514 | $410K |
| Uptick Partners, LLC | 0.15% | Reduce -7.2% | 4,493 | $409K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | No change | 4,427 | $403K |
| Perritt Capital Management Inc | 0.21% | Add +4.8% | 4,421 | $402K |
| Spectrum Wealth Counsel, LLC | 0.05% | No change | 4,411 | $401K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 4,410 | $401K |
| NCM Capital Management, LLC | 0.18% | Reduce -4.4% | 4,378 | $398K |
| Oakwell Private Wealth Management, LLC | 0.11% | No change | 4,361 | $397K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 4,209 | $393K |
| Clientfirst Wealth Management, LLC | 0.40% | — | 4,324 | $393K |
| All Terrain Financial Advisors, LLC | 0.15% | Reduce -0.2% | 4,311 | $392K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -0.2% | 4,291 | $390K |
| Doliver Advisors, LP | 0.11% | Reduce -9.5% | 4,288 | $390K |
| Vertex Planning Partners, LLC | 0.09% | No change | 4,272 | $388K |
| Fiduciary Trust Co | 0.01% | No change | 4,272 | $388K |
| Integrated Investment Consultants, LLC | 0.08% | Add +0.1% | 4,172 | $379K |
| MKT Advisors LLC | 0.17% | No change | 4,000 | $379K |
| Norris Perne & French LLP | 0.03% | Reduce -0.4% | 4,161 | $378K |
| Fiduciary Financial Group, LLC | 0.08% | No change | 4,155 | $377K |
| Aaron Wealth Advisors LLC | 0.04% | Reduce -13.7% | 4,143 | $377K |
| Indiana Trust & Investment Management Co | 0.13% | No change | 4,139 | $376K |
| Equitable Trust Co. | 0.02% | New | 4,138 | $376K |
| Carnegie Investment Counsel | 0.01% | Add +3.5% | 4,137 | $376K |
| Total Wealth Planning, LLC | 0.06% | Reduce -0.7% | 4,131 | $376K |
| Vickerman Investment Advisors, Inc. | 0.10% | No change | 4,126 | $375K |
| Linscomb Wealth, Inc. | 0.02% | No change | 4,110 | $374K |
| Bensler, LLC | 0.04% | Reduce -6.4% | 4,103 | $373K |
| Northeast Financial Consultants Inc | 0.02% | No change | 4,064 | $370K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -21.3% | 4,050 | $369K |
| Community Bank, N.A. | 0.05% | No change | 4,045 | $368K |
| Aviso Financial Inc. | 0.02% | Add +24.2% | 4,027 | $366K |
| HCR Wealth Advisors | 0.05% | No change | 3,991 | $363K |
| Intrust Bank NA | 0.04% | No change | 3,991 | $363K |
| Old Second National Bank of Aurora | 0.08% | Reduce -18.9% | 3,978 | $362K |
| Compass Investment Advisers LLC | 1.04% | — | 3,951 | $359K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 3,920 | $356K |
| Assetmark, Inc. | 0.00% | Add +114.5% | 3,910 | $356K |
| Terril Brothers, Inc. | 0.11% | No change | 3,906 | $355K |
| Boston Financial Mangement LLC | 0.01% | No change | 3,892 | $354K |
| NBT Bank, N.A. | 0.02% | Add +2.2% | 3,890 | $354K |
| Highview Capital Management LLC | 0.14% | No change | 3,884 | $353K |
| Bay Capital Advisors, LLC | 0.28% | — | 3,822 | $348K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -74.0% | 3,801 | $346K |
| High Falls Advisors, Inc | 0.08% | Reduce -2.6% | 3,800 | $346K |
| Carl P. Sherr & Co., LLC | 0.18% | Add +1.8% | 3,782 | $344K |
| Independence Bank of Kentucky | 0.05% | No change | 3,760 | $342K |
| Arq Wealth Advisors, LLC | 0.13% | Reduce -2.4% | 3,750 | $341K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 3,740 | $340K |
| Park Capital Management, LLC / WI | 0.41% | — | 3,736 | $340K |
| Financial Partners Group, Inc | 0.05% | Add +6.4% | 3,707 | $337K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,658 | $333K |
| Parkside Financial Bank & Trust | 0.04% | Add +5.8% | 3,653 | $332K |
| Citadel Advisors | 0.00% | Reduce -88.2% | 3,643 | $331K |
| Glassman Wealth Services | 0.06% | No change | 3,636 | $331K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -77.2% | 3,630 | $330K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.3% | 3,630 | $330K |
| Trueblood Wealth Management, LLC | 0.16% | Reduce -0.2% | 3,619 | $329K |
| Wesbanco Bank Inc. | 0.01% | Add +8.1% | 3,597 | $327K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -3.1% | 3,591 | $327K |
| Financial Life Planners | 0.27% | — | 3,574 | $325K |
| Walled Lake Planning & Wealth Management, LLC | 0.12% | Reduce -1.5% | 3,571 | $325K |
| Annex Advisory Services, LLC | 0.01% | No change | 3,556 | $323K |
| Stanich Group LLC | 0.24% | — | 3,550 | $323K |
| Western Wealth Management, LLC | 0.02% | Add +0.5% | 3,548 | $323K |
| Probity Advisors, Inc. | 0.06% | Reduce -2.7% | 3,544 | $322K |
| Thomasville National Bank | 0.02% | Add +3.3% | 3,542 | $322K |
| Burke & Herbert Bank & Trust Co. | 0.08% | No change | 3,490 | $317K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -12.8% | 3,483 | $317K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.1% | 3,480 | $316K |
| Transform Wealth, LLC | 0.02% | Reduce -0.9% | 3,450 | $314K |
| Sandy Cove Advisors, LLC | 0.12% | Add +0.1% | 3,424 | $311K |
| Farmers Trust Co. | 0.06% | No change | 3,424 | $311K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +0.2% | 3,421 | $311K |
| Smith & Howard Wealth Management, LLC | 0.09% | No change | 3,416 | $311K |
| Northeast Investment Management | 0.01% | No change | 3,402 | $309K |
| Ancora Advisors LLC | 0.01% | Add +103.8% | 3,394 | $309K |
| Wick Capital Partners, LLC | 0.09% | Reduce -3.1% | 3,383 | $308K |
| Insight Inv LLC | 0.21% | Add +336.3% | 3,368 | $306K |
| BlueChip Wealth Advisors LLC | 0.17% | No change | 3,351 | $305K |
| HTLF Bank | 0.03% | Add +8.5% | 3,338 | $304K |
| Bailard, Inc. | 0.01% | No change | 3,323 | $302K |
| Personal Cfo Solutions, LLC | 0.06% | Add +0.1% | 3,286 | $299K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 3,270 | $297K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 3,268 | $297K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,260 | $296K |
| B&D White Capital Company, LLC | 0.05% | Reduce -77.0% | 3,236 | $294K |
| AQR Capital Management | 0.00% | Reduce -15.8% | 3,230 | $294K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +33.2% | 3,208 | $292K |
| Security National Bank of So Dak | 0.16% | No change | 3,200 | $291K |
| Strive Asset Management, LLC | 0.22% | — | 3,199 | $291K |
| Matthew Goff Investment Advisor, LLC | 0.05% | No change | 3,199 | $291K |
| Dover Advisors, LLC | 0.17% | Reduce -23.3% | 3,188 | $290K |
| Stevens Capital Partners | 0.13% | Add +3.4% | 3,185 | $290K |
| Ieq Capital, LLC | 0.00% | Add +19.0% | 3,156 | $287K |
| Accredited Investors Inc. | 0.02% | Add +0.5% | 3,150 | $286K |
| Eagle Bay Advisors LLC | 0.18% | No change | 3,133 | $285K |
| Diversify Wealth Management, LLC | 0.02% | New | 3,133 | $284K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -1.5% | 3,125 | $284K |
| Mma Asset Management LLC | 0.12% | Reduce -69.8% | 3,116 | $283K |
| Huntleigh Advisors, Inc. | 0.06% | — | 3,093 | $281K |
| Sage Financial Group Inc. | 0.02% | No change | 3,049 | $277K |
| Heritage Financial Services, LLC | 0.04% | No change | 3,040 | $276K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -3.8% | 3,036 | $276K |
| Winthrop Capital Management, LLC | 0.07% | New | 3,036 | $276K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 3,032 | $276K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,031 | $276K |
| Garrison Point Advisors, LLC | 0.13% | No change | 3,000 | $273K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,000 | $273K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,993 | $272K |
| Bennett Selby Investments LP | 0.11% | No change | 2,985 | $271K |
| Sapient Capital LLC | 0.01% | Add +20.1% | 2,984 | $271K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 2,980 | $271K |
| Eclectic Associates Inc. | 0.08% | No change | 2,968 | $270K |
| Dakota Wealth Management | 0.01% | New | 2,967 | $270K |
| CFO4Life Group, LLC | 0.05% | Add +0.3% | 2,960 | $269K |
| Private Portfolio Partners LLC | 0.05% | Add +1.3% | 2,957 | $269K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -69.7% | 2,952 | $268K |
| West Bancorporation Inc. | 0.18% | No change | 2,930 | $266K |
| Condor Capital Management | 0.02% | No change | 2,917 | $265K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,900 | $264K |
| Creekside Partners | 0.14% | No change | 2,892 | $263K |
| Montag A & Associates Inc. | 0.01% | No change | 2,891 | $263K |
| Cove Private Wealth, LLC | 0.16% | New | 2,890 | $263K |
| Motco | 0.03% | No change | 2,886 | $262K |
| Lyell Wealth Management, LP | 0.02% | No change | 2,875 | $261K |
| Riverview Capital Advisers, LLC | 0.08% | No change | 2,865 | $261K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 2,705 | $260K |
| Aufman Associates Inc | 0.18% | No change | 2,859 | $260K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +17.0% | 2,846 | $259K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,844 | $259K |
| David Wealth Management LLC | 0.21% | — | 2,836 | $258K |
| Farmers National Bank | 0.07% | — | 2,816 | $256K |
| Chemung Canal Trust Co. | 0.05% | No change | 2,809 | $255K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.1% | 2,808 | $255K |
| VeraBank, N.A. | 0.07% | No change | 2,807 | $255K |
| Independent Investors Inc. | 0.05% | No change | 2,800 | $255K |
| Westmount Partners, LLC | 0.08% | No change | 2,776 | $252K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.9% | 2,773 | $252K |
| Lazari Capital Management, Inc. | 0.10% | Reduce -0.7% | 2,771 | $252K |
| Horizon Wealth Management, LLC | 0.04% | New | 2,755 | $251K |
| CNB Bank | 0.12% | No change | 2,737 | $249K |
| First City Capital Management, Inc. | 0.13% | No change | 2,732 | $248K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 2,728 | $248K |
| Baker Avenue Asset Management, LP | 0.01% | Add +1.7% | 2,726 | $248K |
| Greater Midwest Financial Group, LLC | 0.16% | Add +0.2% | 2,705 | $246K |
| High Net Worth Advisory Group LLC | 0.07% | Reduce -12.3% | 2,700 | $246K |
| Advisors Management Group Inc. | 0.06% | No change | 2,672 | $243K |
| Townsend Asset Management Corp. /NC/ | 0.09% | No change | 2,670 | $243K |
| Plotkin Financial Advisors, LLC | 0.14% | No change | 2,644 | $240K |
| Bremer Bank National Association | 0.05% | No change | 2,637 | $240K |
| Rockbridge Investment Management, LCC | 0.03% | New | 2,633 | $239K |
| MV Capital Management, Inc. | 0.03% | No change | 2,632 | $239K |
| Kickstand Ventures, Llc. | 0.06% | Add +8.8% | 2,617 | $238K |
| Paragon Private Wealth Management, LLC | 0.11% | No change | 2,592 | $236K |
| Leavell Investment Management, Inc. | 0.01% | Add +10.8% | 2,572 | $234K |
| Destiny Capital Corp | 0.14% | Add +4.0% | 2,570 | $234K |
| Fee-Only Financial Planning, L.C. | 0.15% | No change | 2,560 | $233K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -1.4% | 2,411 | $232K |
| Trifecta Capital Advisors, LLC | 0.05% | No change | 2,540 | $231K |
| Alamar Capital Management, LLC | 0.13% | No change | 2,534 | $230K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 2,528 | $230K |
| Moneywise, Inc. | 0.12% | Add +0.1% | 2,524 | $230K |
| DT Investment Partners, LLC | 0.02% | No change | 2,520 | $229K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 2,416 | $227K |
| First National Bank & Trust Co. of Newtown | 0.05% | Reduce -23.4% | 2,495 | $227K |
| Elyxium Wealth, LLC | 0.14% | No change | 2,480 | $226K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 2,480 | $226K |
| Chapin Davis, Inc. | 0.07% | No change | 2,446 | $225K |
| Essex Financial Services, Inc. | 0.02% | Add +2.1% | 2,456 | $223K |
| LaFleur & Godfrey LLC | 0.03% | No change | 2,452 | $223K |
| QRG Capital Management, Inc. | 0.00% | Reduce -11.5% | 2,423 | $220K |
| Smith, Moore & Co. | 0.02% | Add +9.0% | 2,423 | $220K |
| IMS Capital Management | 0.10% | No change | 2,408 | $219K |
| Strategic Blueprint, LLC | 0.01% | Reduce -44.0% | 2,403 | $219K |
| Benchmark Wealth Management, LLC | 0.11% | No change | 2,398 | $218K |
| Nwam LLC | 0.01% | Add +0.0% | 2,391 | $217K |
| Prospera Financial Services Inc | 0.01% | New | 2,383 | $217K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,376 | $216K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,360 | $215K |
| NewEdge Wealth, LLC | 0.00% | No change | 2,363 | $215K |
| Intergy Private Wealth, LLC | 0.08% | No change | 2,356 | $214K |
| Radnor Capital Management, LLC | 0.04% | No change | 2,352 | $214K |
| TFG Advisers LLC | 0.08% | Add +0.2% | 2,350 | $214K |
| SteelPeak Wealth, LLC | 0.01% | No change | 2,347 | $213K |
| Royal Fund Management, LLC | 0.02% | Add +2.3% | 2,338 | $213K |
| Eagle Global Advisors LLC | 0.01% | New | 2,340 | $213K |
| Sightline Wealth Advisors, LLC | 0.11% | No change | 2,328 | $212K |
| Procyon Advisors, LLC | 0.01% | Add +2.3% | 2,318 | $211K |
| New Insight Wealth Advisors | 0.11% | No change | 2,311 | $210K |
| Legacy Financial Group LLC | 0.03% | New | 2,293 | $209K |
| Revolve Wealth Partners, LLC | 0.03% | No change | 2,291 | $208K |
| 2UniFi Bank | 0.14% | — | 2,290 | $208K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 2,290 | $208K |
| First Interstate Bank | 0.01% | No change | 2,288 | $208K |
| Liberty Wealth Management LLC | 0.03% | Add +0.1% | 2,286 | $208K |
| Wolff Wiese Magana LLC | 0.14% | No change | 2,285 | $208K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.8% | 2,264 | $206K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +2.8% | 2,264 | $206K |
| Summit Investment Advisory Services, LLC | 0.11% | Add +0.1% | 2,246 | $204K |
| Granite Bay Wealth Management, LLC | 0.08% | New | 2,247 | $204K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 2,240 | $204K |
| Hidden Cove Wealth Management, LLC | 0.17% | — | 2,240 | $204K |
| First Western Trust Bank | 0.01% | No change | 2,240 | $204K |
| Klingman & Associates, LLC | 0.01% | Reduce -2.6% | 2,239 | $204K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -16.5% | 2,237 | $203K |
| Journey Strategic Wealth LLC | 0.01% | No change | 2,217 | $202K |
| Register Financial Advisors LLC | 0.10% | Add +21.6% | 2,213 | $201K |
| Grant/GrossMendelsohn, LLC | 0.10% | New | 2,210 | $201K |
| Colorado Capital Management, Inc. | 0.10% | No change | 2,199 | $200K |
| Asset Dedication, LLC | 0.02% | Reduce -13.2% | 2,111 | $192K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.4% | 1,995 | $181K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +23.8% | 1,993 | $181K |
| Security National Bank | 0.03% | No change | 1,951 | $177K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.9% | 1,894 | $172K |
| NorthRock Partners, LLC | 0.01% | Reduce -16.0% | 1,890 | $172K |
| Valley National Advisers Inc. | 0.03% | No change | 1,842 | $167K |
| Peachtree Investment Partners, LLC | 0.06% | Add +0.1% | 1,807 | $164K |
| CVA Family Office, LLC | 0.03% | No change | 1,804 | $164K |
| Noble Wealth Management PBC | 0.11% | — | 1,737 | $158K |
| Legacy Bridge, LLC | 0.08% | Add +13.5% | 1,727 | $157K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,724 | $157K |
| HM Payson & Co. | 0.00% | No change | 1,712 | $156K |
| West Paces Advisors Inc. | 0.04% | No change | 1,681 | $153K |
| Midwest Capital Advisors, LLC | 0.11% | — | 1,631 | $148K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +10.8% | 1,615 | $147K |
| West Branch Capital LLC | 0.05% | Add +0.2% | 1,603 | $146K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,580 | $144K |
| Signaturefd, LLC | 0.00% | Reduce -11.6% | 1,579 | $144K |
| Synergy Investment Management, LLC | 0.06% | — | 1,572 | $143K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +21.7% | 1,572 | $143K |
| Kentucky Trust Co | 0.08% | — | 1,560 | $142K |
| Clearstead Trust, LLC | 0.03% | No change | 1,560 | $142K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 1,554 | $141K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 1,532 | $139K |
| Centaurus Financial, Inc. | 0.01% | Reduce -95.7% | 1,503 | $137K |
| Grove Bank & Trust | 0.02% | No change | 1,472 | $134K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -37.5% | 1,411 | $133K |
| Gen-Wealth Partners Inc | 0.06% | No change | 1,440 | $131K |
| GKV Capital Management Co., Inc. | 0.05% | — | 1,400 | $127K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -3.8% | 1,361 | $124K |
| Salem Investment Counselors Inc. | 0.00% | Add +16.4% | 1,358 | $123K |
| S.A. Mason LLC | 0.06% | No change | 1,336 | $121K |
| PFS Partners, LLC | 0.07% | No change | 1,332 | $121K |
| Bank of New Hampshire | 0.03% | No change | 1,304 | $119K |
| Bear Mountain Capital, Inc. | 0.05% | Reduce -5.4% | 1,207 | $116K |
| Horrell Capital Management, Inc. | 0.03% | No change | 1,220 | $111K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,200 | $109K |
| Mill Capital Management, LLC | 0.01% | No change | 1,200 | $109K |
| Tidemark, LLC | 0.04% | Add +14.3% | 1,198 | $109K |
| SIMA Wealth Partners, LLC | 0.09% | No change | 1,193 | $108K |
| Evergreen Private Wealth LLC | 0.05% | No change | 1,171 | $107K |
| Northwest Capital Management Inc | 0.05% | No change | 1,161 | $106K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,157 | $105K |
| Main Street Group, LTD | 0.04% | No change | 1,133 | $103K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,127 | $102K |
| Founders Capital Management | 0.06% | No change | 1,126 | $102K |
| Morling Financial Advisors, LLC | 0.03% | New | 1,082 | $98K |
| Windsor Advisory Group, LLC | 0.11% | No change | 1,076 | $98K |
| Menard Financial Group LLC | 0.06% | New | 1,065 | $97K |
| Financial Perspectives, Inc | 0.03% | No change | 1,052 | $96K |
| Dunhill Financial, LLC | 0.04% | No change | 1,005 | $91K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.5% | 1,001 | $91K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +10.8% | 960 | $87K |
| FSA Wealth Management LLC | 0.04% | No change | 950 | $86K |
| Blue Trust, Inc. | 0.00% | No change | 940 | $85K |
| Smithfield Trust Co | 0.00% | No change | 914 | $83K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 888 | $81K |
| Quent Capital, LLC | 0.01% | No change | 860 | $78K |
| Moser Wealth Advisors, LLC | 0.04% | No change | 840 | $76K |
| Kings Path Partners LLC | 0.03% | No change | 840 | $76K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 832 | $76K |
| Millstone Evans Group, LLC | 0.05% | — | 827 | $75K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +7.1% | 771 | $70K |
| Modus Advisors, LLC | 0.02% | New | 764 | $69K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.3% | 755 | $69K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.3% | 717 | $65K |
| Hilltop National Bank | 0.02% | No change | 700 | $64K |
| Rice Partnership, LLC | 0.01% | No change | 694 | $63K |
| Y.D. More Investments Ltd | 0.01% | Reduce -15.0% | 680 | $62K |
| WASHINGTON TRUST Co | 0.00% | No change | 680 | $62K |
| PSI Advisors, LLC | 0.02% | Add +0.3% | 676 | $61K |
| Thompson Investment Management, Inc. | 0.01% | No change | 656 | $60K |
| American National Bank & Trust | 0.01% | Reduce -11.8% | 650 | $59K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 650 | $59K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -73.4% | 619 | $56K |
| Milestone Investment Advisors LLC | 0.01% | No change | 608 | $55K |
| Mainstream Capital Management LLC | 0.04% | New | 600 | $55K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 600 | $55K |
| GAMMA Investing LLC | 0.00% | No change | 571 | $52K |
| Steph & Co. | 0.02% | No change | 560 | $51K |
| Caldwell Trust Co | 0.00% | No change | 520 | $47K |
| Kestra Investment Management, LLC | 0.00% | New | 512 | $47K |
| Rothschild Investment LLC | 0.00% | No change | 501 | $46K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $46K |
| AlphaCore Capital LLC | 0.01% | New | 496 | $45K |
| Colonial Trust Advisors | 0.00% | No change | 495 | $45K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.2% | 477 | $45K |
| Comprehensive Financial Planning, Inc. | 0.04% | — | 489 | $44K |
| Burkett Financial Services, LLC | 0.02% | Add +0.2% | 468 | $43K |
| Murphy & Mullick Capital Management Corp | 0.04% | — | 464 | $42K |
| Runnymede Capital Advisors, Inc. | 0.04% | — | 460 | $42K |
| Rise Advisors, LLC | 0.02% | Add +0.2% | 455 | $41K |
| High Note Wealth, LLC | 0.01% | New | 452 | $41K |
| Armor Investment Advisors, LLC | 0.02% | No change | 440 | $40K |
| Sound Income Strategies, LLC | 0.00% | Reduce -98.7% | 427 | $39K |
| Centennial Bank | 0.02% | No change | 400 | $36K |
| Hanson & Doremus Investment Management | 0.01% | No change | 396 | $36K |
| Capital Investment Counsel, Inc | 0.01% | No change | 392 | $36K |
| Palouse Capital Management, Inc. | 0.02% | New | 368 | $33K |
| Financial Freedom, LLC | 0.02% | No change | 368 | $33K |
| Atwood & Palmer Inc. | 0.00% | Reduce -25.2% | 365 | $33K |
| Continuum Advisory, LLC | 0.00% | No change | 348 | $32K |
| Atala Financial Inc | 0.02% | — | 340 | $31K |
| Stonebridge Financial Group, LLC | 0.00% | — | 338 | $31K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +16.7% | 322 | $29K |
| Hollencrest Capital Management | 0.00% | No change | 320 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 308 | $28K |
| Smartleaf Asset Management LLC | 0.00% | No change | 306 | $28K |
| Kimelman & Baird, LLC | 0.00% | No change | 300 | $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 |
| Citizens National Bank Trust Department | 0.01% | No change | 280 | $25K |
| Briaud Financial Planning Inc | 0.01% | New | 259 | $23K |
| BankPlus Trust Department | 0.01% | — | 233 | $21K |
| Financial Connections Group, Inc. | 0.01% | No change | 240 | $21K |
| Tsfg, LLC | 0.00% | No change | 232 | $21K |
| Creekmur Asset Management LLC | 0.00% | No change | 213 | $19K |
| Archer Investment Corp | 0.01% | Add +0.5% | 213 | $19K |
| Oarsman Capital, Inc. | 0.00% | No change | 210 | $19K |
| Hemington Wealth Management | 0.00% | New | 211 | $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% | No change | 198 | $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 | $16K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 172 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 166 | $15K |
| Ameriflex Group, Inc. | 0.01% | — | 159 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 160 | $15K |
| Matrix Private Capital Group LLC | 0.01% | No change | 160 | $15K |
| Piscataqua Savings Bank | 0.01% | No change | 160 | $15K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +297.5% | 159 | $14K |
| Gleason Group, Inc. | 0.00% | Add +0.7% | 154 | $14K |
| CENTRAL TRUST Co | 0.00% | No change | 142 | $13K |
| Atlatl Advisers LLC | 0.01% | — | 138 | $13K |
| POM Investment Strategies, LLC | 0.01% | No change | 137 | $12K |
| Howe & Rusling Inc. | 0.00% | Add +338.7% | 136 | $12K |
| Stephens Consulting, LLC | 0.00% | No change | 136 | $12K |
| Trust Co | 0.00% | Add +40.6% | 135 | $12K |
| CoreFirst Bank & Trust | 0.01% | No change | 132 | $12K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 132 | $12K |
| Northwest Bank & Trust Co | 0.01% | No change | 115 | $11K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $11K |
| Mechanics Financial Corp | 0.00% | No change | 120 | $11K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 114 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 112 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 112 | $10K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 111 | $10K |
| Ballast Advisors LLC | 0.00% | No change | 100 | $9K |
| Transce3nd, LLC | 0.00% | — | 98 | $9K |
| Abound Wealth Management | 0.00% | No change | 94 | $9K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 93 | $8K |
| GeoWealth Management, LLC | 0.00% | New | 89 | $8K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 94 | $8K |
| Avion Wealth | 0.00% | No change | 88 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 84 | $8K |
| Larson Financial Group LLC | 0.00% | Add +300.0% | 80 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 72 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 76 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 72 | $7K |
| Sawyer & Company, Inc | 0.00% | Reduce -98.6% | 1 | $6K |
| Mascoma Wealth Management LLC | 0.00% | New | 65 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 62 | $6K |
| New Millennium Group LLC | 0.00% | No change | 60 | $5K |
| Tucker Asset Management LLC | 0.00% | Reduce -80.1% | 60 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 58 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 48 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Add +180.0% | 42 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| WealthTrak Capital Management LLC | 0.00% | — | 38 | $3K |
| Fairman Group, LLC | 0.00% | No change | 22 | $2K |
| Keener Financial Planning LLC | 0.00% | No change | 29 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 20 | $2K |
| Golden State Wealth Management, LLC | 0.00% | — | 14 | $1K |
| Christopher J. Hasenberg, Inc | 0.00% | Reduce -96.3% | 11 | $1K |
| Investors Research Corp | 0.00% | New | 10 | $909 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $821 |
| Rialto Wealth Management, LLC | 0.00% | — | 4 | $364 |
| Lanark Financial, Inc. | 0.03% | — | 3 | $281 |
| Ransom Advisory, Ltd | 0.00% | No change | 2 | $182 |
| Raleigh Capital Management Inc. | 0.00% | New | 1 | $87 |
"% 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.