iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q1 2025 (March 31)853holders −47
34new positions
74sold out
2famous investors
$83.28avg. 13F price*
At the end of Q1 2025, 853 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, down 47 from Q4 2024. 34 opened new positions and 74 sold out. The largest holders were Morgan Stanley ($619.2M), Wells Fargo & Company ($523.2M) and FMR LLC ($332.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares S&P Mid-Cap 400 Grow
- CUSIP
- 464287606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $26.5M |
| Exits | 74 | $43.7M |
All 13F filers, Q4 2024 → Q1 2025: 2,527,025 shares bought and 2,431,389 shares sold, net +95,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 853 holders
| Morgan Stanley | 0.04% | Add +3.6% | 7,435,561 | $619.2M |
| Wells Fargo & Company | 0.13% | Reduce -2.5% | 6,282,338 | $523.2M |
| FMR LLC | 0.02% | Add +8.5% | 3,995,474 | $332.7M |
| Bank of America Corp. | 0.03% | Add +0.9% | 3,666,775 | $305.4M |
| Main Management ETF Advisors, LLC | 9.48% | Reduce -3.8% | 2,341,865 | $195.0M |
| Goldman Sachs Group Inc. | 0.03% | Add +4.2% | 2,093,318 | $174.3M |
| UBS Group AG | 0.04% | Reduce -5.1% | 2,079,280 | $173.2M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -0.5% | 2,004,408 | $166.9M |
| Captrust Financial Advisors | 0.40% | Add +4.3% | 1,926,927 | $160.5M |
| Raymond James Financial Inc. | 0.06% | Add +2.7% | 1,849,336 | $154.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +1.8% | 1,717,728 | $143.1M |
| LPL Financial LLC | 0.05% | Add +3.2% | 1,405,306 | $117.0M |
| Financial Engines Advisors L.L.C. | 0.24% | Reduce -1.5% | 1,333,856 | $111.1M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +4.8% | 1,149,622 | $95.7M |
| Ameriprise Financial Inc. | 0.03% | Reduce -11.3% | 1,143,746 | $95.1M |
| D.A. Davidson & Co. | 0.71% | Add +3.2% | 1,058,274 | $88.1M |
| Northern Trust Corp. | 0.01% | Add +0.0% | 1,033,854 | $86.1M |
| JPMorgan Chase & Co. | 0.01% | Add +1.2% | 872,809 | $72.7M |
| Midland Wealth Advisors, LLC | 4.26% | Add +5.1% | 868,457 | $72.3M |
| Bank of New York Mellon Corp | 0.01% | Add +9.7% | 853,754 | $71.1M |
| Commonwealth Equity Services, LLC | 0.09% | Add +1.0% | 744,124 | $62.0M |
| MAI Capital Management | 0.47% | Reduce -5.3% | 741,086 | $61.7M |
| Main Management LLC | 5.12% | Reduce -3.1% | 698,743 | $58.2M |
| Willis Johnson & Associates, Inc. | 4.08% | Add +0.2% | 647,630 | $53.9M |
| Keybank National Association | 0.20% | Reduce -1.8% | 585,594 | $48.8M |
| HighTower Advisors, LLC | 0.06% | Add +1.4% | 562,451 | $46.8M |
| Royal Bank of Canada | 0.01% | Add +3.3% | 551,984 | $46.0M |
| Cerity Partners LLC | 0.09% | Add +4.5% | 531,296 | $44.2M |
| Bank of Montreal | 0.02% | Reduce -0.7% | 522,075 | $43.5M |
| Bokf, NA | 0.74% | Add +0.2% | 503,060 | $41.9M |
| Joel Isaacson & Co., LLC | 1.86% | Add +2.0% | 493,517 | $41.1M |
| Wilmington Savings Fund Society, FSB | 0.74% | Reduce -1.0% | 473,833 | $39.5M |
| Regions Financial Corp. | 0.27% | Reduce -0.8% | 438,829 | $36.5M |
| Truist Financial Corp. | 0.06% | Reduce -6.2% | 425,800 | $35.5M |
| Focus Partners Wealth | 0.08% | Add +205.5% | 391,928 | $32.6M |
| Moment Partners, LLC | 6.36% | Reduce -1.1% | 385,197 | $32.1M |
| Steward Partners Investment Advisory, LLC | 0.24% | Add +19.2% | 321,868 | $26.8M |
| Mariner, LLC | 0.04% | Reduce -15.9% | 313,613 | $26.1M |
| Jones Financial Companies LLLP | 0.02% | Add +13.8% | 310,433 | $25.8M |
| Inspirion Wealth Advisors, LLC | 3.48% | Add +13.3% | 300,562 | $25.0M |
| Savant Capital, LLC | 0.19% | Reduce -0.7% | 269,831 | $22.5M |
| Courier Capital LLC | 1.46% | Add +1.6% | 267,693 | $22.3M |
| Cetera Investment Advisers | 0.04% | Reduce -1.4% | 260,381 | $21.7M |
| AlTi Global, Inc. | 0.56% | Reduce -1.0% | 257,549 | $21.4M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -5.9% | 254,469 | $21.2M |
| Capital Advisors, Ltd. LLC | 2.47% | Reduce -3.6% | 224,967 | $18.7M |
| SPC Financial, Inc. | 1.64% | Add +1.2% | 224,166 | $18.7M |
| Sandy Spring Bank | 0.78% | Add +33.0% | 224,095 | $18.7M |
| Equitable Holdings, Inc. | 0.18% | Add +58.5% | 221,820 | $18.5M |
| Stifel Financial Corp. | 0.02% | Add +0.6% | 212,800 | $17.7M |
| Baird Financial Group, Inc. | 0.03% | Add +0.9% | 212,661 | $17.7M |
| Lido Advisors, LLC | 0.10% | Reduce -26.8% | 201,574 | $16.8M |
| Creative Planning | 0.02% | Add +2.8% | 196,434 | $16.4M |
| Cassaday & Co Wealth Management LLC | 0.46% | Add +7.9% | 195,533 | $16.3M |
| Salomon & Ludwin, LLC | 1.72% | Reduce -3.0% | 193,442 | $16.1M |
| Hudson Capital Management LLC | 4.85% | Add +1.8% | 184,447 | $15.4M |
| Sterling Financial Planning, Inc. | 5.27% | Add +5.0% | 174,554 | $14.5M |
| 1834 Investment Advisors Co. | 1.87% | Reduce -6.4% | 174,179 | $14.5M |
| Comerica Bank | 0.06% | Add +0.8% | 171,244 | $14.3M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -0.5% | 162,251 | $13.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -0.3% | 160,118 | $13.3M |
| Texas Yale Capital Corp. | 0.55% | No change | 159,703 | $13.3M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -2.1% | 158,412 | $13.2M |
| First Merchants Corp. | 0.49% | Reduce -0.8% | 146,613 | $12.2M |
| Waverly Advisors, LLC | 0.15% | Add +1.8% | 144,763 | $12.1M |
| GHP Investment Advisors, Inc. | 0.58% | Reduce -1.9% | 143,956 | $12.0M |
| Ifrah Financial Services, Inc. | 3.42% | Reduce -2.2% | 142,893 | $11.9M |
| Cullen/Frost Bankers, Inc. | 0.17% | Reduce -1.8% | 142,686 | $11.9M |
| Fifth Third Bancorp | 0.04% | Reduce -2.7% | 139,545 | $11.6M |
| Blue Edge Capital, LLC | 1.82% | Reduce -16.0% | 136,204 | $11.3M |
| SOA Wealth Advisors, LLC. | 2.13% | Add +2.3% | 122,260 | $10.2M |
| Argent Trust Co | 0.41% | Add +47.0% | 120,991 | $10.1M |
| US Bancorp \de | 0.01% | Reduce -2.7% | 118,205 | $9.8M |
| Moneta Group Investment Advisors LLC | 0.13% | Add +1.0% | 116,036 | $9.7M |
| Citigroup Inc. | 0.01% | Add +1.3% | 107,576 | $9.0M |
| HSBC Holdings PLC | 0.01% | No change | 107,183 | $8.9M |
| Greenup Street Wealth Management LLC | 1.67% | Reduce -3.3% | 101,423 | $8.4M |
| BNP Paribas Financial Markets | 0.01% | New | 100,300 | $8.4M |
| IFP Advisors, Inc | 0.26% | Add +0.8% | 99,647 | $8.3M |
| White Pine Investment CO | 2.23% | Add +3.8% | 99,328 | $8.3M |
| Broadview Financial Management, LLC | 6.06% | Reduce -1.2% | 97,536 | $8.1M |
| JFS Wealth Advisors, LLC | 0.53% | Reduce -0.2% | 93,542 | $7.8M |
| Associated Banc-Corp | 0.24% | Reduce -0.2% | 92,747 | $7.7M |
| Corient Private Wealth LP | 0.01% | Add +53.6% | 92,226 | $7.7M |
| Jmac Enterprises LLC | 1.82% | Reduce -55.9% | 91,917 | $7.7M |
| Callan Family Office, LLC | 0.57% | No change | 90,657 | $7.5M |
| Ashton Thomas Private Wealth, LLC | 0.29% | Add +76.6% | 89,930 | $7.5M |
| Mill Creek Capital Advisors, LLC | 0.18% | No change | 87,652 | $7.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +5.2% | 87,514 | $7.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -5.7% | 85,463 | $7.1M |
| Bryn Mawr Trust Advisors, LLC | 0.42% | Add +0.4% | 84,789 | $7.1M |
| Rodgers & Associates, LTD | 0.85% | Add +3.0% | 84,103 | $7.0M |
| Mechanics Bank Trust Department | 0.93% | Reduce -3.1% | 81,506 | $6.8M |
| StoneX Group Inc. | 0.37% | Reduce -5.7% | 79,996 | $6.7M |
| Greenleaf Trust | 0.06% | Reduce -7.7% | 79,125 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -21.4% | 77,651 | $6.5M |
| Denver PWM, LLC | 2.30% | Add +20.3% | 76,646 | $6.4M |
| JNBA Financial Advisors | 0.63% | Reduce -2.4% | 73,118 | $6.1M |
| Oldfather Financial Services, LLC | 2.26% | Add +0.8% | 71,525 | $6.0M |
| McAlister, Sweet & Associates, Inc. | 4.35% | New | 69,061 | $5.8M |
| First Citizens Financial Corp | 3.24% | Add +0.5% | 68,829 | $5.7M |
| Goelzer Investment Management, Inc. | 0.33% | Reduce -0.1% | 68,576 | $5.7M |
| HB Wealth Management, LLC | 0.05% | Add +11.7% | 66,517 | $5.5M |
| Centerpoint Advisors, LLC | 2.04% | Reduce -4.4% | 66,460 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -17.6% | 65,597 | $5.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +2.2% | 64,674 | $5.4M |
| InvesTrust | 1.43% | Reduce -1.2% | 62,968 | $5.2M |
| Guidance Point Advisors, LLC | 1.54% | Add +0.3% | 62,353 | $5.2M |
| M&T Bank Corp | 0.02% | Reduce -0.2% | 62,008 | $5.2M |
| Heritage Trust Co | 0.62% | Add +21.7% | 60,937 | $5.1M |
| DDFG, Inc | 1.35% | Add +69.5% | 58,562 | $4.9M |
| Sunbelt Securities, Inc. | 0.43% | Add +2.0% | 58,126 | $4.8M |
| Asset Management Group, Inc. | 0.89% | Reduce -1.8% | 57,958 | $4.8M |
| MJT & Associates Financial Advisory Group, Inc. | 4.51% | — | 56,389 | $4.7M |
| Coldstream Capital Management Inc. | 0.10% | Reduce -2.6% | 56,007 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +9.4% | 55,416 | $4.6M |
| EP Wealth Advisors, LLC | 0.04% | Add +0.0% | 55,238 | $4.6M |
| Fifth Third Wealth Advisors LLC | 0.23% | Add +36.6% | 53,203 | $4.4M |
| Tritonpoint Wealth, LLC | 0.41% | Reduce -0.2% | 52,102 | $4.3M |
| Causey Wealth LLC | 2.41% | Add +11.3% | 51,815 | $4.3M |
| Farther Finance Advisors, LLC | 0.11% | Add +8.0% | 50,979 | $4.3M |
| Fulton Breakefield Broenniman LLC | 0.31% | Reduce -1.3% | 51,184 | $4.3M |
| Citizens Financial Group Inc. | 0.08% | Add +0.6% | 50,122 | $4.2M |
| Becker Capital Management Inc. | 0.14% | No change | 49,947 | $4.2M |
| Anb Bank | 1.85% | Add +1.2% | 49,719 | $4.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +109.7% | 48,514 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | New | 47,952 | $4.0M |
| Brightwater Advisory LLC | 3.13% | Reduce -2.9% | 47,559 | $4.0M |
| Weinberger Asset Management, Inc | 1.65% | Reduce -2.3% | 46,214 | $3.8M |
| Perkins Coie Trust Co | 0.87% | Reduce -3.4% | 46,000 | $3.8M |
| Transcendent Capital Group LLC | 2.06% | Add +1.2% | 44,065 | $3.7M |
| Circle Wealth Management, LLC | 0.08% | No change | 44,000 | $3.7M |
| Idaho Trust Co | 1.49% | Add +0.8% | 43,821 | $3.6M |
| B&D White Capital Company, LLC | 0.54% | Add +1251.5% | 43,736 | $3.6M |
| BKM Wealth Management, LLC | 1.50% | Reduce -0.6% | 43,723 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.0% | 42,703 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.4% | 42,589 | $3.5M |
| Level Four Advisory Services, LLC | 0.15% | Add +39.0% | 42,444 | $3.5M |
| Neumann Capital Management, LLC | 1.21% | Add +3.3% | 42,170 | $3.5M |
| NorthCoast Asset Management LLC | 0.02% | Add +1.5% | 42,062 | $3.5M |
| CFS Investment Advisory Services, LLC | 0.31% | Reduce -6.8% | 42,045 | $3.5M |
| Sigma Planning Corp | 0.11% | Reduce -25.5% | 41,936 | $3.5M |
| Cranbrook Wealth Management, LLC | 0.80% | Reduce -1.5% | 41,506 | $3.5M |
| UMB Bank, n.a. | 0.06% | No change | 41,032 | $3.4M |
| LTG Capital LLC | 3.11% | Reduce -6.1% | 40,917 | $3.4M |
| Clearstead Advisors, LLC | 0.05% | Add +6.3% | 39,008 | $3.2M |
| Lee, Kelleher & Klein Wealth Management | 2.37% | Reduce -0.1% | 38,748 | $3.2M |
| First Hawaiian Bank | 0.47% | Reduce -6.0% | 38,381 | $3.2M |
| Trail Ridge Investment Advisors, LLC | 1.63% | Add +2.5% | 38,013 | $3.2M |
| Soltis Investment Advisors LLC | 0.27% | Add +10.2% | 36,419 | $3.0M |
| Financial Counselors Inc. | 0.05% | Add +0.1% | 36,025 | $3.0M |
| Atria Investments, Inc | 0.04% | Reduce -6.2% | 35,390 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.4% | 34,506 | $2.9M |
| Pacific Financial Group Inc. | 2.31% | Reduce -1.6% | 34,336 | $2.9M |
| World Investment Advisors | 0.07% | Reduce -91.9% | 33,526 | $2.8M |
| Smith Shellnut Wilson LLC | 1.27% | Add +0.8% | 33,227 | $2.8M |
| Blair William & Co. | 0.01% | Reduce -0.1% | 32,635 | $2.7M |
| Dumont & Blake Investment Advisors LLC | 0.75% | Reduce 0.0% | 32,014 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +20.0% | 31,914 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -20.7% | 31,876 | $2.7M |
| Alpine Bank Wealth Management | 0.42% | — | 31,700 | $2.6M |
| Segment Wealth Management, LLC | 0.18% | No change | 31,700 | $2.6M |
| Founders Grove Wealth Partners, LLC | 0.73% | Add +6.7% | 31,601 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -27.6% | 31,573 | $2.6M |
| Maltin Wealth Management, Inc. | 1.22% | Add +4.3% | 31,287 | $2.6M |
| Triangle Securities Wealth Management | 0.66% | Add +7.1% | 31,023 | $2.6M |
| Embree Financial Group | 0.43% | Reduce -0.5% | 30,956 | $2.6M |
| Ironwood Financial, llc | 0.55% | Add +2.4% | 30,768 | $2.6M |
| Natixis Advisors, LLC | 0.00% | Reduce -4.6% | 30,399 | $2.5M |
| Commerce Bank | 0.02% | Reduce -0.8% | 29,922 | $2.5M |
| GC Wealth Management RIA, LLC | 0.45% | Reduce -2.9% | 29,523 | $2.5M |
| Congress Asset Management Co. | 0.02% | Reduce -38.9% | 29,499 | $2.5M |
| United Bank | 0.31% | Add +0.7% | 29,091 | $2.4M |
| Performance Wealth Partners, LLC | 0.09% | Reduce -15.9% | 28,823 | $2.4M |
| Fifth Third Securities, Inc. | 0.20% | Reduce -0.9% | 28,527 | $2.4M |
| Stordahl Capital Management, Inc. | 0.56% | Add +2.5% | 28,354 | $2.4M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -13.9% | 28,048 | $2.3M |
| Vance Wealth, LLC | 0.84% | Reduce -2.0% | 26,892 | $2.2M |
| Ullmann Wealth Partners Group, LLC | 0.30% | Add +0.0% | 26,806 | $2.2M |
| Retirement Planning Group, LLC | 0.10% | Reduce -2.0% | 25,968 | $2.2M |
| Spire Wealth Management | 0.07% | Reduce -2.4% | 25,729 | $2.1M |
| Financial Advocates Investment Management | 0.15% | Reduce -26.1% | 25,538 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +116.1% | 25,361 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.68% | No change | 22,819 | $2.1M |
| Bessemer Group Inc. | 0.00% | Add +20.6% | 23,264 | $1.9M |
| One Capital Management, LLC | 0.06% | Add +6.3% | 22,814 | $1.9M |
| Farmers & Merchants Investments Inc. | 0.06% | Reduce -0.0% | 22,792 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -8.2% | 22,653 | $1.9M |
| Rwa Wealth Partners, LLC | 0.02% | Add +175.6% | 22,519 | $1.9M |
| Codex Capital Asset Management L.L.C. | 0.88% | No change | 22,500 | $1.9M |
| Franklin Resources Inc. | 0.00% | No change | 22,356 | $1.9M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | No change | 22,352 | $1.9M |
| Avantax Planning Partners, Inc. | 0.07% | Reduce -6.8% | 22,183 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -3.0% | 22,072 | $1.8M |
| &partners | 0.02% | Add +14.1% | 21,993 | $1.8M |
| Corundum Trust Company, INC | 5.22% | No change | 21,744 | $1.8M |
| Apollon Wealth Management, LLC | 0.04% | Add +0.1% | 21,487 | $1.8M |
| Operose Advisors LLC | 0.59% | Reduce -0.1% | 21,424 | $1.8M |
| PFG Advisors | 0.10% | Add +0.2% | 21,371 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Reduce -18.1% | 21,361 | $1.8M |
| Somerset Group LLC | 1.62% | Add +10.1% | 21,327 | $1.8M |
| Aft, Forsyth & Company, Inc. | 0.95% | Add +0.0% | 21,160 | $1.8M |
| Columbia Bank | 0.60% | Reduce -9.5% | 20,855 | $1.7M |
| Darrow Company, Inc. | 0.94% | Add +0.9% | 20,249 | $1.7M |
| Wellspring Financial Advisors, LLC | 0.18% | Add +0.0% | 19,830 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.7% | 19,848 | $1.7M |
| Davis Investment Partners, LLC | 0.73% | No change | 20,650 | $1.7M |
| Park Place Capital Corp | 0.45% | Reduce -5.8% | 19,744 | $1.6M |
| C2C Wealth Management, LLC | 1.53% | Reduce -0.2% | 19,587 | $1.6M |
| Moneco Advisors, LLC | 0.17% | Add +6.0% | 19,443 | $1.6M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -18.1% | 19,430 | $1.6M |
| Foundation Wealth Management, LLC | 1.26% | Reduce -0.1% | 19,385 | $1.6M |
| Tiemann Investment Advisors, LLC | 0.73% | Reduce -2.0% | 19,373 | $1.6M |
| Allegheny Financial Group | 0.41% | Reduce -4.6% | 19,288 | $1.6M |
| Rehmann Capital Advisory Group | 0.10% | Reduce -0.5% | 19,283 | $1.6M |
| Ritter Daniher Financial Advisory LLC / DE | 0.44% | Reduce -2.3% | 19,265 | $1.6M |
| Slow Capital, Inc. | 0.21% | Reduce -32.1% | 18,766 | $1.6M |
| TD Private Client Wealth LLC | 0.04% | Reduce -50.2% | 18,749 | $1.6M |
| Teachers Insurance & Annuity Association of America | 2.07% | No change | 18,670 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.0% | 18,117 | $1.5M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -7.5% | 17,622 | $1.5M |
| First Citizens Bank & Trust Co. | 0.04% | Add +53.4% | 17,555 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.55% | Reduce -3.0% | 17,553 | $1.5M |
| Patten Group, Inc. | 0.33% | Reduce -2.2% | 17,412 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -33.3% | 17,374 | $1.4M |
| Trust Co. of Vermont | 0.07% | No change | 17,184 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | No change | 16,970 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +1.3% | 16,958 | $1.4M |
| First Horizon Advisors, Inc. | 0.04% | Reduce -7.0% | 16,777 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | No change | 14,326 | $1.4M |
| CX Institutional | 0.05% | Add +37.6% | 16,663 | $1.4M |
| Novak & Powell Financial Services, Inc. | 0.86% | Reduce -9.6% | 16,638 | $1.4M |
| Watchman Group, Inc. | 0.39% | Reduce -41.2% | 16,552 | $1.4M |
| Family Firm, Inc. | 0.31% | Add +4.7% | 16,520 | $1.4M |
| TAGStone Capital, Inc. | 0.67% | Add +1.0% | 16,317 | $1.4M |
| Heck Capital Advisors, LLC | 0.15% | Reduce -17.3% | 16,207 | $1.3M |
| Grey Ledge Advisors, LLC | 0.35% | Add +6.5% | 16,078 | $1.3M |
| Renasant Bank | 0.88% | Reduce -4.8% | 16,004 | $1.3M |
| Roberts Financial Services LLC | 0.26% | Reduce -7.6% | 15,952 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -28.4% | 18,021 | $1.3M |
| Cwm, LLC | 0.01% | Reduce -2.1% | 15,949 | $1.3M |
| Stratos Investment Management, LLC | 0.07% | Reduce -9.6% | 15,920 | $1.3M |
| Whittier Trust Co. | 0.02% | Add +3.9% | 15,908 | $1.3M |
| Horizon Family Wealth, Inc. | 0.88% | Add +1.9% | 15,835 | $1.3M |
| River Wealth Advisors LLC | 0.18% | Reduce -2.2% | 15,805 | $1.3M |
| Fulton Bank, N.A. | 0.05% | Add +5.7% | 15,764 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -7.4% | 15,466 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -7.1% | 15,323 | $1.3M |
| Verdence Capital Advisors LLC | 0.10% | Reduce -0.1% | 15,225 | $1.3M |
| RKL Wealth Management LLC | 0.12% | Add +0.1% | 15,224 | $1.3M |
| AMG National Trust Bank | 0.04% | Add +5.9% | 15,157 | $1.3M |
| Finley Financial, LLC | 0.69% | No change | 15,037 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.70% | Add +5.1% | 14,976 | $1.2M |
| Anderson Hoagland & Co. | 0.14% | No change | 16,582 | $1.2M |
| SouthState Bank Corp | 0.06% | Add +117.9% | 14,622 | $1.2M |
| Kozak & Associates, Inc. | 0.30% | Reduce -1.4% | 15,233 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +4.8% | 13,383 | $1.2M |
| Ellis Investment Partners, LLC | 0.25% | Reduce -3.3% | 14,584 | $1.2M |
| LBMC Investment Advisors, LLC | 0.09% | Add +0.0% | 14,489 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.8% | 14,484 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +35.4% | 14,254 | $1.2M |
| Daymark Wealth Partners, LLC | 0.05% | Add +0.1% | 14,128 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Add +1.3% | 14,084 | $1.2M |
| Argent Advisors, Inc. | 0.39% | Add +33.5% | 14,034 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -1.6% | 13,952 | $1.2M |
| Pittenger & Anderson Inc. | 0.04% | No change | 13,800 | $1.1M |
| Private Wealth Asset Management, LLC | 0.16% | — | 13,760 | $1.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.32% | Add +23.7% | 13,612 | $1.1M |
| New Age Alpha Advisors, LLC | 0.05% | New | 13,542 | $1.1M |
| YHB Investment Advisors, Inc. | 0.09% | Reduce -2.9% | 13,437 | $1.1M |
| City Holding Co. | 0.16% | Add +1.6% | 13,386 | $1.1M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -0.4% | 13,268 | $1.1M |
| WealthShield Partners, LLC | 0.14% | Reduce -1.2% | 13,258 | $1.1M |
| Mowery & Schoenfeld Wealth Management, LLC | 2.15% | No change | 13,200 | $1.1M |
| Bank of Stockton | 0.35% | Reduce -7.1% | 13,025 | $1.1M |
| Stephens Inc. | 0.02% | Reduce -3.1% | 12,906 | $1.1M |
| Vicus Capital | 0.09% | Reduce -27.3% | 12,087 | $1.0M |
| SCS Capital Management LLC | 0.01% | New | 11,980 | $998K |
| Summit Financial, LLC | 0.03% | Add +4.9% | 11,923 | $993K |
| Country Club Bank | 0.07% | Reduce -1.2% | 11,922 | $992K |
| Moors & Cabot, Inc. | 0.05% | Reduce -1.5% | 11,874 | $989K |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.7% | 11,786 | $982K |
| Brown Advisory Inc. | 0.00% | Reduce -0.4% | 11,714 | $976K |
| Aprio Wealth Management, LLC | 0.12% | Add +1.4% | 11,707 | $975K |
| BlackRock, Inc. | 0.00% | Add +0.6% | 11,615 | $967K |
| Private Trust Co. NA | 0.10% | Reduce -18.9% | 11,604 | $966K |
| Fiduciary Alliance LLC | 0.09% | Add +0.1% | 11,578 | $964K |
| International Assets Investment Management, LLC | 0.08% | Reduce -8.9% | 11,435 | $952K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +2.6% | 11,374 | $947K |
| Laurel Wealth Advisors LLC | 0.15% | Reduce -0.3% | 11,372 | $947K |
| Sather Financial Group Inc | 0.06% | No change | 11,360 | $946K |
| Flow Traders U.S. LLC | 0.04% | New | 11,343 | $945K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +109.9% | 11,301 | $941K |
| Vanguard Group Inc. | 0.00% | Reduce -0.9% | 11,266 | $938K |
| Marietta Wealth Management, LLC | 0.14% | No change | 11,220 | $934K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -1.3% | 11,164 | $930K |
| MainStreet Investment Advisors LLC | 0.13% | Reduce -2.1% | 11,098 | $924K |
| Front Row Advisors LLC | 0.35% | Reduce -2.2% | 11,086 | $923K |
| AQR Capital Management | 0.00% | Add +242.9% | 11,075 | $922K |
| Pinnacle Financial Partners Inc | 0.02% | No change | 11,074 | $922K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -5.0% | 10,153 | $919K |
| Dearborn Partners LLC | 0.04% | No change | 10,971 | $914K |
| OneAscent Family Office, LLC | 0.85% | New | 10,861 | $911K |
| Merit Financial Group, LLC | 0.01% | Add +0.9% | 10,895 | $907K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -2.1% | 10,837 | $902K |
| Silvercrest Asset Management Group LLC | 0.01% | Add +279.9% | 10,812 | $900K |
| Capital Analysts, LLC | 0.03% | No change | 10,735 | $894K |
| PKS Advisory Services, LLC | 0.24% | Add +23.4% | 10,673 | $889K |
| Meridian Investment Counsel Inc. | 0.26% | No change | 10,644 | $886K |
| Acas, LLC | 0.67% | Reduce -4.6% | 10,590 | $885K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.7% | 10,536 | $877K |
| Merkkuri Wealth Advisors LLC | 0.75% | Reduce -33.1% | 10,532 | $877K |
| Breakwater Capital Group | 0.16% | Add +15.9% | 10,521 | $876K |
| Marquette Associates, Inc. | 0.88% | No change | 10,502 | $875K |
| AdvisorNet Financial, Inc | 0.06% | Add +0.7% | 10,415 | $867K |
| Ballentine Partners, LLC | 0.01% | No change | 10,290 | $857K |
| Global Financial Private Client, LLC | 0.32% | Reduce -6.2% | 10,193 | $849K |
| Venture Visionary Partners LLC | 0.04% | Add +0.0% | 10,185 | $848K |
| Modera Wealth Management, LLC | 0.01% | Add +6.3% | 10,179 | $848K |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 10,163 | $846K |
| Crewe Advisors LLC | 0.12% | Add +1.1% | 10,059 | $838K |
| Heartwood Wealth Advisors LLC | 0.10% | Reduce -0.1% | 10,059 | $838K |
| Cadence Bank | 0.06% | Reduce -7.2% | 10,021 | $835K |
| Bangor Savings Bank | 0.08% | No change | 9,985 | $832K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.8% | 9,917 | $826K |
| Western Wealth Management, LLC | 0.05% | Add +177.8% | 9,857 | $821K |
| Texas Capital Bank Wealth Management Services Inc | 0.08% | No change | 9,780 | $814K |
| SOL Capital Management CO | 0.09% | No change | 9,710 | $809K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.6% | 9,711 | $809K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.0% | 9,437 | $805K |
| Harbour Capital Advisors, LLC | 0.20% | No change | 10,055 | $803K |
| Atlas Brown,Inc. | 0.28% | Reduce -0.3% | 9,599 | $799K |
| Axis Wealth Partners, LLC | 0.59% | Add +20.8% | 9,576 | $798K |
| Avior Wealth Management, LLC | 0.03% | Reduce -1.3% | 9,497 | $791K |
| Ruggaard & Associates LLC | 0.34% | No change | 9,415 | $784K |
| Griffin Asset Management, Inc. | 0.10% | Reduce -0.2% | 9,373 | $781K |
| SageView Advisory Group, LLC | 0.03% | Reduce -1.5% | 9,335 | $777K |
| NTV Asset Management LLC | 0.10% | Reduce -14.7% | 9,320 | $776K |
| Synovus Financial Corp. | 0.01% | Reduce -2.1% | 9,251 | $770K |
| Fayez Sarofim & Co | 0.00% | Reduce -7.0% | 9,249 | $770K |
| Truepoint, Inc. | 0.02% | Add +0.9% | 9,105 | $758K |
| Financial Alternatives, Inc | 0.54% | No change | 9,084 | $757K |
| Oakworth Capital, Inc. | 0.05% | No change | 9,040 | $753K |
| Brandywine Oak Private Wealth LLC | 0.07% | No change | 8,928 | $744K |
| Outlook Wealth Advisors, LLC | 0.21% | No change | 8,888 | $740K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +0.8% | 8,855 | $737K |
| TCV Trust & Wealth Management, Inc. | 0.07% | No change | 8,824 | $735K |
| Armstrong Advisory Group, Inc. | 0.06% | No change | 8,075 | $734K |
| Topsail Wealth Management, LLC | 0.15% | Add +14.8% | 8,703 | $725K |
| Amplius Wealth Advisors, LLC | 0.08% | Add +18.2% | 8,675 | $722K |
| Hubbell Strickland Wealth Management, LLC | 0.34% | Add +0.1% | 8,587 | $715K |
| Atlantic Edge Private Wealth Management, LLC | 0.22% | Reduce -0.5% | 8,583 | $715K |
| Graypoint LLC | 0.04% | Reduce -0.9% | 8,560 | $713K |
| Tudor Financial Inc. | 0.42% | No change | 8,472 | $706K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -43.8% | 8,451 | $704K |
| Welch & Forbes LLC | 0.01% | No change | 8,423 | $701K |
| Bridges Investment Management Inc. | 0.01% | Reduce -3.0% | 8,370 | $697K |
| Compton Wealth Advisory Group, LLC | 0.19% | Add +0.5% | 8,339 | $694K |
| Presilium Private Wealth, LLC | 0.15% | Reduce -16.0% | 8,275 | $689K |
| Crescent Grove Advisors, LLC | 0.07% | Reduce -0.7% | 8,254 | $687K |
| Quantinno Capital Management LP | 0.00% | Reduce -0.4% | 8,248 | $687K |
| Texas Bank & Trust Co | 0.29% | Reduce -0.7% | 8,224 | $685K |
| Montecito Bank & Trust | 0.12% | No change | 8,137 | $678K |
| Fairscale Capital, LLC | 0.61% | Add +8.5% | 8,067 | $672K |
| PGIM Custom Harvest LLC | 0.02% | Add +1.7% | 8,056 | $671K |
| Octavia Wealth Advisors, LLC | 0.08% | Add +0.1% | 8,031 | $669K |
| Gables Capital Management Inc. | 0.33% | No change | 8,016 | $668K |
| Hancock Whitney Corp. | 0.02% | Reduce -14.4% | 8,008 | $667K |
| Independent Financial Group, LLC | 0.02% | Reduce -60.3% | 7,917 | $659K |
| Coppell Advisory Solutions LLC | 0.09% | Add +4204.8% | 3,616 | $658K |
| DSG Capital Advisors, LLC | 0.13% | No change | 7,852 | $654K |
| Corsair Capital Management, L.P. | 0.17% | No change | 7,833 | $652K |
| Choreo, LLC | 0.01% | Add +6.5% | 7,730 | $644K |
| Allen Investment Management, LLC | 0.01% | No change | 7,556 | $629K |
| Peterson Wealth Advisors, LLC | 0.12% | Add +6.5% | 8,273 | $622K |
| ProVise Management Group, LLC | 0.05% | No change | 7,385 | $615K |
| Citadel Advisors | 0.00% | Add +102.5% | 7,378 | $614K |
| Brighton Jones LLC | 0.02% | Add +1.1% | 7,350 | $612K |
| Key Financial Inc | 0.13% | Add +0.1% | 7,315 | $609K |
| HMS Capital Management, LLC | 0.34% | Reduce -6.1% | 8,085 | $608K |
| Parallel Advisors, LLC | 0.01% | Reduce -8.3% | 7,251 | $604K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +13.3% | 7,247 | $603K |
| Awm Capital, LLC | 0.07% | No change | 7,224 | $602K |
| CW Advisors, LLC | 0.01% | Add +14.3% | 7,202 | $601K |
| Hickory Point Bank & Trust | 0.53% | No change | 7,181 | $598K |
| Arkadios Wealth Advisors | 0.02% | Add +1.0% | 7,177 | $598K |
| Private Management Group Inc. | 0.02% | No change | 7,165 | $597K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 7,164 | $597K |
| Harbor Investment Advisory, LLC | 0.06% | Add +0.2% | 7,033 | $586K |
| Corundum Group, Inc. | 0.28% | No change | 7,000 | $583K |
| Prosperity Planning, Inc. | 0.26% | Reduce -0.5% | 6,995 | $583K |
| Glenview Trust Co | 0.01% | Add +54.4% | 6,980 | $581K |
| Busey Bank | 0.02% | No change | 6,969 | $580K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -92.1% | 6,963 | $580K |
| FineMark National Bank & Trust | 0.02% | Add +13.1% | 6,925 | $577K |
| Dale Q Rice Investment Management Ltd | 0.30% | No change | 6,890 | $574K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +41.8% | 6,878 | $573K |
| Cahaba Wealth Management, Inc. | 0.05% | No change | 6,870 | $572K |
| United Community Bank | 0.21% | Reduce -0.1% | 6,851 | $571K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -32.2% | 6,845 | $570K |
| Parcion Private Wealth LLC | 0.05% | Reduce -11.4% | 6,804 | $567K |
| Alerus Financial NA | 0.05% | No change | 6,790 | $565K |
| Focus Financial Network, Inc. | 0.02% | Add +2.9% | 6,680 | $556K |
| Glen Eagle Advisors, LLC | 0.09% | Add +0.0% | 6,670 | $555K |
| Veracity Capital LLC | 0.22% | No change | 6,623 | $552K |
| Bonfire Financial | 0.51% | Add +0.0% | 6,615 | $551K |
| Guerra Pan Advisors, LLC | 0.43% | Reduce -6.5% | 6,613 | $551K |
| Washington Trust Bank | 0.06% | Reduce -0.5% | 6,601 | $550K |
| Cobblestone Capital Advisors LLC | 0.03% | No change | 6,568 | $547K |
| Allworth Financial LP | 0.00% | Add +1.0% | 6,615 | $545K |
| Pacific Sun Financial Corp | 0.31% | Add +4.0% | 6,532 | $544K |
| Richards, Merrill & Peterson, Inc. | 0.28% | No change | 6,471 | $539K |
| Legacy Private Trust Co. | 0.04% | No change | 6,400 | $533K |
| Hazlett, Burt & Watson, Inc. | 0.24% | Add +33.8% | 6,345 | $530K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 6,355 | $529K |
| Keel Point, LLC | 0.04% | Add +0.1% | 6,355 | $529K |
| Mather Group, Llc. | 0.01% | Add +30.5% | 6,351 | $529K |
| MSH Capital Advisors LLC | 0.16% | No change | 6,340 | $528K |
| Signature Wealth Management Partners, LLC | 0.34% | No change | 6,300 | $525K |
| RPS Advisory Solutions LLC | 0.37% | Reduce -8.7% | 6,279 | $523K |
| LexAurum Advisors, LLC | 0.10% | Add +0.1% | 6,274 | $522K |
| Palisade Asset Management, LLC | 0.05% | No change | 6,257 | $521K |
| Benjamin Edwards Inc. | 0.01% | Add +2.0% | 6,236 | $519K |
| RFG Advisory, LLC | 0.01% | Add +2.4% | 6,186 | $515K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,134 | $511K |
| Oxinas Partners, LLC | 0.30% | Reduce -15.6% | 6,110 | $509K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.25% | Add +0.1% | 6,059 | $505K |
| Mission Wealth Management, LP | 0.01% | Add +12.0% | 6,050 | $504K |
| Pinnacle Financial Group, LLC / IL | 0.18% | Add +0.0% | 5,994 | $499K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 5,900 | $491K |
| IFG Advisors, LLC | 0.09% | No change | 5,882 | $490K |
| Meridian Financial Advisors, LLC | 0.34% | Add +4.0% | 5,869 | $489K |
| Stephen J. Garry & Associates, LLC | 0.46% | No change | 5,860 | $488K |
| Independent Wealth Network Inc. | 0.19% | Reduce -1.9% | 5,829 | $485K |
| VestGen Advisors, LLC | 0.02% | — | 5,757 | $479K |
| Mattern Wealth Management LLC | 0.11% | Add +3.8% | 5,724 | $477K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,716 | $476K |
| Harbour Trust & Investment Management Co | 0.06% | Reduce -1.7% | 5,704 | $475K |
| Wealthstream Advisors, Inc. | 0.09% | No change | 5,701 | $475K |
| Davidson Trust Co. | 0.23% | Add +3.0% | 5,699 | $475K |
| Fiduciary Trust Co | 0.01% | Add +32.1% | 5,645 | $470K |
| Wesbanco Bank Inc. | 0.02% | Add +56.4% | 5,624 | $468K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 5,626 | $468K |
| Arax Advisory Partners | 0.03% | Add +0.1% | 5,602 | $467K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -4.9% | 5,572 | $464K |
| Hilltop Holdings Inc. | 0.03% | Reduce -2.5% | 5,550 | $462K |
| Geometric Wealth Advisors | 0.08% | No change | 5,537 | $461K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -8.8% | 5,688 | $458K |
| CRA Financial Services, LLC | 0.08% | Add +3.8% | 5,494 | $458K |
| Park Avenue Securities LLC | 0.01% | Reduce -7.4% | 5,475 | $456K |
| Townsquare Capital LLC | 0.00% | Add +7.2% | 5,464 | $455K |
| Net Worth Advisory Group | 0.14% | Add +12.8% | 5,437 | $453K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | No change | 5,432 | $452K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -0.3% | 5,408 | $450K |
| American Financial & Tax Strategies Inc. | 0.24% | No change | 5,406 | $450K |
| Sunpointe, LLC | 0.24% | No change | 5,400 | $450K |
| Aviso Financial Inc. | 0.02% | Add +33.9% | 5,392 | $449K |
| 626 Financial, LLC | 0.23% | No change | 5,380 | $448K |
| Dentgroup LLC | 0.34% | No change | 5,375 | $448K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -1.1% | 5,375 | $448K |
| Highland Capital Management, LLC | 0.03% | Reduce -0.8% | 5,314 | $443K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -10.6% | 5,184 | $432K |
| Betterment LLC | 0.00% | Add +8.9% | 5,167 | $430K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.4% | 5,126 | $427K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.5% | 5,113 | $426K |
| Mosaic Family Wealth Partners, LLC | 0.06% | No change | 5,051 | $421K |
| Haverford Trust Co | 0.00% | No change | 4,976 | $414K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -78.9% | 4,927 | $410K |
| Mezzasalma Advisors, LLC | 0.14% | No change | 4,903 | $408K |
| Petra Financial Advisors Inc. | 0.33% | No change | 4,901 | $408K |
| Sowell Financial Services LLC | 0.02% | New | 4,881 | $406K |
| Tompkins Financial Corp. | 0.04% | No change | 4,858 | $405K |
| Allium Financial Advisors, LLC | 0.37% | — | 4,838 | $403K |
| Jacobi Capital Management LLC | 0.03% | No change | 4,811 | $401K |
| Brass Tax Wealth Management, Inc. | 0.08% | No change | 4,780 | $398K |
| MidAtlantic Capital Management, Inc. | 0.31% | Reduce -3.8% | 4,778 | $398K |
| Friday Financial | 0.24% | No change | 4,638 | $396K |
| Saxon Interests, Inc. | 0.18% | Add +4.4% | 4,747 | $395K |
| Clayton Financial Group LLC | 0.14% | Reduce -0.2% | 4,736 | $394K |
| Carolinas Wealth Consulting LLC | 0.08% | No change | 4,732 | $394K |
| Pure Financial Advisors, LLC | 0.01% | No change | 4,731 | $394K |
| Delta Investment Management, LLC | 0.08% | Add +0.0% | 4,726 | $394K |
| Sawgrass Asset Management LLC | 0.05% | No change | 4,721 | $393K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.1% | 4,709 | $392K |
| GWN Securities Inc. | 0.02% | New | 4,595 | $391K |
| IFG Advisory, LLC | 0.02% | Add +1.7% | 4,684 | $390K |
| Biltmore Family Office, LLC | 0.07% | No change | 4,674 | $389K |
| Harbour Investments, Inc. | 0.01% | Add +1.3% | 4,651 | $387K |
| KPP Advisory Services LLC | 0.07% | New | 4,639 | $386K |
| PCG Wealth Advisors, LLC | 0.13% | Add +2.3% | 4,622 | $385K |
| Everstar Asset Management, LLC | 0.25% | Reduce -29.7% | 4,609 | $384K |
| T. Rowe Price Associates Inc. | 0.00% | New | 4,575 | $382K |
| Mutual Advisors, LLC | 0.01% | Reduce -80.5% | 4,594 | $377K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 4,514 | $376K |
| CoreCap Advisors, LLC | 0.02% | Reduce -6.1% | 4,440 | $370K |
| Perritt Capital Management Inc | 0.20% | Add +0.1% | 4,427 | $369K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 4,427 | $369K |
| Mgo One Seven LLC | 0.01% | Reduce -95.1% | 4,424 | $368K |
| Spectrum Wealth Counsel, LLC | 0.04% | No change | 4,411 | $367K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 4,410 | $367K |
| River Street Advisors LLC | 0.18% | Reduce -7.9% | 4,405 | $367K |
| NCM Capital Management, LLC | 0.16% | No change | 4,378 | $365K |
| Johnson Financial Group, LLC | 0.04% | New | 4,342 | $362K |
| Clientfirst Wealth Management, LLC | 0.41% | No change | 4,324 | $360K |
| Uptick Partners, LLC | 0.12% | Reduce -3.8% | 4,323 | $360K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +0.1% | 4,293 | $358K |
| Vertex Planning Partners, LLC | 0.08% | No change | 4,272 | $356K |
| Bar Harbor Wealth Management | 0.02% | Reduce -14.2% | 4,271 | $356K |
| Smith Anglin Financial, LLC | 0.04% | Reduce -7.1% | 4,239 | $353K |
| Doliver Advisors, LP | 0.10% | Reduce -2.1% | 4,198 | $350K |
| AE Wealth Management LLC | 0.00% | Reduce -22.2% | 4,177 | $348K |
| Integrated Investment Consultants, LLC | 0.07% | Add +0.1% | 4,176 | $348K |
| Equitable Trust Co. | 0.02% | Add +0.5% | 4,159 | $346K |
| Dover Advisors, LLC | 0.15% | Add +30.3% | 4,155 | $346K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 4,209 | $345K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 4,139 | $345K |
| Total Wealth Planning, LLC | 0.05% | Add +0.0% | 4,132 | $344K |
| Vickerman Investment Advisors, Inc. | 0.08% | No change | 4,126 | $344K |
| Linscomb Wealth, Inc. | 0.02% | No change | 4,110 | $342K |
| Bensler, LLC | 0.04% | No change | 4,103 | $342K |
| All Terrain Financial Advisors, LLC | 0.13% | Reduce -5.2% | 4,086 | $340K |
| Accredited Investors Inc. | 0.02% | Add +29.6% | 4,082 | $340K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.0% | 4,078 | $340K |
| Royal Fund Management, LLC | 0.04% | Add +74.0% | 4,067 | $340K |
| Northeast Financial Consultants Inc | 0.01% | No change | 4,064 | $338K |
| Insight Advisors, LLC/ PA | 0.06% | Add +0.1% | 4,053 | $337K |
| Community Bank, N.A. | 0.05% | No change | 4,045 | $337K |
| Stevens Capital Partners | 0.16% | Add +26.5% | 4,028 | $335K |
| American Century Companies Inc. | 0.00% | New | 4,000 | $333K |
| HCR Wealth Advisors | 0.04% | No change | 3,991 | $332K |
| Intrust Bank NA | 0.03% | No change | 3,991 | $332K |
| Old Second National Bank of Aurora | 0.08% | No change | 3,978 | $331K |
| Norris Perne & French LLP | 0.02% | Reduce -5.6% | 3,928 | $327K |
| Terril Brothers, Inc. | 0.12% | No change | 3,906 | $325K |
| NBT Bank, N.A. | 0.02% | No change | 3,890 | $324K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 4,155 | $324K |
| STAR Financial Bank | 0.23% | Reduce -38.0% | 3,846 | $320K |
| Financial Partners Group, Inc | 0.05% | Add +2.7% | 3,807 | $317K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 3,801 | $317K |
| Carl P. Sherr & Co., LLC | 0.17% | No change | 3,782 | $315K |
| MV Capital Management, Inc. | 0.03% | Add +43.5% | 3,776 | $314K |
| Independence Bank of Kentucky | 0.05% | No change | 3,760 | $313K |
| Arq Wealth Advisors, LLC | 0.12% | No change | 3,750 | $312K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 3,740 | $311K |
| Park Capital Management, LLC / WI | 0.36% | No change | 3,736 | $311K |
| Bay Capital Advisors, LLC | 0.26% | Reduce -2.6% | 3,722 | $310K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.0% | 4,097 | $308K |
| Glassman Wealth Services | 0.05% | No change | 3,636 | $303K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.0% | 3,631 | $302K |
| Trueblood Wealth Management, LLC | 0.14% | No change | 3,619 | $301K |
| MKT Advisors LLC | 0.14% | No change | 4,000 | $301K |
| High Falls Advisors, Inc | 0.07% | Reduce -5.3% | 3,600 | $300K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 3,591 | $299K |
| Annex Advisory Services, LLC | 0.01% | No change | 3,556 | $296K |
| Stanich Group LLC | 0.22% | Add +0.2% | 3,556 | $296K |
| KCM Investment Advisors LLC | 0.01% | Add +8.9% | 3,550 | $296K |
| Probity Advisors, Inc. | 0.06% | No change | 3,544 | $295K |
| Thomasville National Bank | 0.02% | Reduce -0.1% | 3,539 | $295K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 3,490 | $291K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.0% | 3,481 | $290K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -0.3% | 3,473 | $289K |
| Walled Lake Planning & Wealth Management, LLC | 0.10% | Reduce -3.1% | 3,461 | $288K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -5.5% | 3,453 | $288K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.2% | 3,442 | $287K |
| Sandy Cove Advisors, LLC | 0.11% | Add +0.1% | 3,426 | $285K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +0.1% | 3,425 | $285K |
| Farmers Trust Co. | 0.05% | No change | 3,424 | $285K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 3,416 | $284K |
| Transform Wealth, LLC | 0.02% | Reduce -1.1% | 3,413 | $284K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +22.7% | 3,403 | $283K |
| Northeast Investment Management | 0.01% | No change | 3,402 | $283K |
| Ancora Advisors LLC | 0.01% | No change | 3,394 | $283K |
| Wick Capital Partners, LLC | 0.08% | No change | 3,383 | $282K |
| Insight Inv LLC | 0.19% | No change | 3,368 | $280K |
| BlueChip Wealth Advisors LLC | 0.14% | No change | 3,351 | $279K |
| Armstrong, Fleming & Moore, Inc | 0.34% | New | 3,342 | $278K |
| Cove Private Wealth, LLC | 0.15% | Add +13.8% | 3,290 | $274K |
| Personal Cfo Solutions, LLC | 0.06% | Add +0.1% | 3,289 | $274K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 3,271 | $272K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 3,268 | $272K |
| Financial Life Planners | 0.26% | Reduce -9.4% | 3,238 | $270K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 3,220 | $268K |
| Security National Bank of So Dak | 0.15% | No change | 3,200 | $266K |
| Matthew Goff Investment Advisor, LLC | 0.05% | No change | 3,199 | $266K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 3,160 | $263K |
| Destiny Capital Corp | 0.18% | Add +21.6% | 3,125 | $260K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,125 | $260K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.0% | 3,134 | $260K |
| Mma Asset Management LLC | 0.11% | No change | 3,116 | $260K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -3.1% | 3,108 | $259K |
| Lanark Financial, Inc. | 0.02% | — | 3,101 | $258K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -63.4% | 3,076 | $258K |
| Bailard, Inc. | 0.01% | Reduce -7.5% | 3,072 | $256K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 3,036 | $253K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 3,032 | $253K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +1.7% | 3,030 | $252K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,000 | $250K |
| Baker Avenue Asset Management, LP | 0.01% | Add +9.9% | 2,995 | $249K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,993 | $249K |
| Huntleigh Advisors, Inc. | 0.04% | Reduce -3.5% | 2,985 | $249K |
| Sapient Capital LLC | 0.00% | Add +0.0% | 2,985 | $249K |
| Eclectic Associates Inc. | 0.07% | No change | 2,968 | $247K |
| Dakota Wealth Management | 0.01% | No change | 2,967 | $247K |
| CFO4Life Group, LLC | 0.04% | Reduce -0.3% | 2,950 | $246K |
| Sage Financial Group Inc. | 0.02% | Reduce -3.3% | 2,949 | $246K |
| Advisors Capital Management, LLC | 0.00% | New | 2,934 | $244K |
| NewEdge Wealth, LLC | 0.00% | Add +24.1% | 2,933 | $244K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.3% | 2,931 | $244K |
| Condor Capital Management | 0.02% | Reduce -0.3% | 2,908 | $242K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,900 | $242K |
| Creekside Partners | 0.13% | No change | 2,892 | $241K |
| Motco | 0.03% | No change | 2,886 | $240K |
| Lyell Wealth Management, LP | 0.02% | No change | 2,875 | $239K |
| Riverview Capital Advisers, LLC | 0.07% | No change | 2,865 | $239K |
| Modern Wealth Management, LLC | 0.01% | New | 2,863 | $238K |
| Aufman Associates Inc | 0.16% | No change | 2,859 | $238K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,844 | $237K |
| David Wealth Management LLC | 0.20% | Add +0.1% | 2,840 | $237K |
| Eagle Bay Advisors LLC | 0.20% | Reduce -10.0% | 2,820 | $235K |
| Chemung Canal Trust Co. | 0.05% | No change | 2,809 | $234K |
| VeraBank, N.A. | 0.07% | No change | 2,807 | $234K |
| West Bancorporation Inc. | 0.16% | Reduce -4.4% | 2,801 | $233K |
| Garrison Point Advisors, LLC | 0.11% | Reduce -6.7% | 2,800 | $233K |
| Independent Investors Inc. | 0.05% | No change | 2,800 | $233K |
| Eagle Global Advisors LLC | 0.01% | Add +19.7% | 2,800 | $233K |
| Highview Capital Management LLC | 0.10% | Reduce -28.0% | 2,796 | $233K |
| Farmers National Bank | 0.07% | Reduce -0.9% | 2,791 | $232K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.8% | 2,787 | $232K |
| Westmount Partners, LLC | 0.07% | No change | 2,776 | $231K |
| Winthrop Capital Management, LLC | 0.06% | Reduce -9.2% | 2,756 | $230K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -6.5% | 2,761 | $230K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,755 | $229K |
| CNB Bank | 0.12% | No change | 2,737 | $228K |
| First City Capital Management, Inc. | 0.14% | No change | 2,732 | $228K |
| Strategic Blueprint, LLC | 0.01% | Add +13.7% | 2,731 | $227K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 2,728 | $227K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -81.8% | 2,725 | $227K |
| Greater Midwest Financial Group, LLC | 0.16% | Add +0.1% | 2,709 | $226K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 2,700 | $225K |
| Advisors Management Group Inc. | 0.05% | No change | 2,672 | $223K |
| Townsend Asset Management Corp. /NC/ | 0.09% | No change | 2,670 | $222K |
| Lazari Capital Management, Inc. | 0.09% | Reduce -4.3% | 2,651 | $221K |
| Plotkin Financial Advisors, LLC | 0.14% | No change | 2,644 | $220K |
| Bremer Bank National Association | 0.04% | No change | 2,637 | $220K |
| Essex Financial Services, Inc. | 0.02% | Add +6.4% | 2,614 | $218K |
| Prospera Financial Services Inc | 0.01% | Add +8.8% | 2,592 | $216K |
| Paragon Private Wealth Management, LLC | 0.10% | No change | 2,592 | $216K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -1.1% | 2,674 | $215K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,572 | $214K |
| Fee-Only Financial Planning, L.C. | 0.15% | No change | 2,560 | $213K |
| New Covenant Trust Company, N.A. | 0.22% | New | 2,552 | $212K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 2,540 | $212K |
| Moneywise, Inc. | 0.11% | Add +0.1% | 2,527 | $210K |
| DT Investment Partners, LLC | 0.02% | No change | 2,520 | $210K |
| Bennett Selby Investments LP | 0.08% | Reduce -15.9% | 2,510 | $209K |
| Strive Asset Management, LLC | 0.14% | Reduce -21.8% | 2,501 | $208K |
| Sterling Investment Counsel, LLC | 0.07% | New | 2,485 | $207K |
| Elyxium Wealth, LLC | 0.09% | No change | 2,480 | $207K |
| Rockbridge Investment Management, LCC | 0.02% | Reduce -6.3% | 2,468 | $206K |
| LaFleur & Godfrey LLC | 0.03% | No change | 2,452 | $204K |
| 2UniFi Bank | 0.13% | No change | 2,290 | $204K |
| Chapin Davis, Inc. | 0.07% | No change | 2,446 | $204K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +7.3% | 2,429 | $202K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +7.3% | 2,429 | $202K |
| Smith, Moore & Co. | 0.02% | No change | 2,423 | $202K |
| Strategies Wealth Advisors, LLC | 0.02% | No change | 2,416 | $201K |
| IMS Capital Management | 0.10% | No change | 2,408 | $201K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,360 | $196K |
| Clearstead Trust, LLC | 0.04% | Add +47.9% | 2,307 | $192K |
| Wolff Wiese Magana LLC | 0.13% | No change | 2,285 | $190K |
| Arcadia Investment Advisors LLC | 0.10% | No change | 2,240 | $187K |
| North Capital, Inc. | 0.18% | — | 2,228 | $186K |
| N.E.W. Advisory Services LLC | 0.01% | New | 2,179 | $181K |
| Nalls Sherbakoff Group, LLC | 0.15% | — | 2,176 | $181K |
| Midwest Capital Advisors, LLC | 0.11% | Add +32.7% | 2,164 | $180K |
| Wealth Preservation Advisors, LLC | 0.13% | — | 2,131 | $177K |
| Signaturefd, LLC | 0.00% | Add +34.8% | 2,129 | $177K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 1,998 | $166K |
| Asset Dedication, LLC | 0.01% | Reduce -6.1% | 1,983 | $165K |
| Gryphon Financial Partners LLC | 0.02% | New | 1,976 | $165K |
| Security National Bank | 0.03% | No change | 1,951 | $162K |
| Legacy Bridge, LLC | 0.09% | Add +10.4% | 1,907 | $159K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,894 | $158K |
| NorthRock Partners, LLC | 0.01% | No change | 1,890 | $157K |
| Valley National Advisers Inc. | 0.03% | No change | 1,842 | $153K |
| CVA Family Office, LLC | 0.02% | No change | 1,804 | $150K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -9.9% | 1,795 | $149K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,724 | $144K |
| HM Payson & Co. | 0.00% | No change | 1,712 | $143K |
| West Paces Advisors Inc. | 0.03% | No change | 1,681 | $140K |
| Noble Wealth Management PBC | 0.09% | Reduce -4.4% | 1,660 | $138K |
| Assetmark, Inc. | 0.00% | Reduce -57.7% | 1,655 | $138K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,580 | $132K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -0.5% | 1,564 | $130K |
| Kentucky Trust Co | 0.08% | No change | 1,560 | $130K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,554 | $129K |
| Register Financial Advisors LLC | 0.07% | Reduce -31.1% | 1,525 | $127K |
| Peachtree Investment Partners, LLC | 0.05% | Reduce -16.3% | 1,512 | $126K |
| Grove Bank & Trust | 0.02% | No change | 1,472 | $123K |
| DHJJ Financial Advisors, Ltd. | 0.05% | Reduce -5.6% | 1,446 | $120K |
| Gen-Wealth Partners Inc | 0.05% | No change | 1,440 | $120K |
| Johnson Financial Group, Inc. | 0.01% | No change | 1,411 | $118K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 1,361 | $113K |
| S.A. Mason LLC | 0.06% | No change | 1,336 | $111K |
| PFS Partners, LLC | 0.06% | No change | 1,332 | $111K |
| Bank of New Hampshire | 0.03% | No change | 1,304 | $109K |
| Montag A & Associates Inc. | 0.01% | Reduce -56.8% | 1,248 | $104K |
| Horrell Capital Management, Inc. | 0.04% | No change | 1,220 | $102K |
| Synergy Investment Management, LLC | 0.04% | Reduce -22.6% | 1,216 | $101K |
| Bear Mountain Capital, Inc. | 0.04% | No change | 1,207 | $100K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,200 | $100K |
| Mill Capital Management, LLC | 0.01% | No change | 1,200 | $100K |
| Tidemark, LLC | 0.04% | Add +0.1% | 1,199 | $100K |
| SIMA Wealth Partners, LLC | 0.08% | No change | 1,193 | $99K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -14.1% | 1,167 | $97K |
| Northwest Capital Management Inc | 0.04% | No change | 1,161 | $97K |
| Main Street Group, LTD | 0.04% | No change | 1,133 | $94K |
| Founders Capital Management | 0.06% | No change | 1,126 | $94K |
| GKV Capital Management Co., Inc. | 0.05% | Reduce -21.4% | 1,100 | $92K |
| Morling Financial Advisors, LLC | 0.03% | No change | 1,082 | $90K |
| Flaharty Asset Management, LLC | 0.01% | New | 1,080 | $90K |
| Windsor Advisory Group, LLC | 0.12% | No change | 1,076 | $90K |
| Dunhill Financial, LLC | 0.04% | No change | 1,005 | $84K |
| Quadrant Capital Group LLC | 0.00% | Reduce -84.8% | 1,000 | $83K |
| West Branch Capital LLC | 0.03% | Reduce -37.9% | 995 | $83K |
| Evergreen Private Wealth LLC | 0.04% | Reduce -17.5% | 966 | $80K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 960 | $80K |
| FSA Wealth Management LLC | 0.03% | No change | 950 | $79K |
| Blue Trust, Inc. | 0.00% | No change | 940 | $78K |
| HWG Holdings LP | 0.03% | New | 937 | $78K |
| Smithfield Trust Co | 0.00% | No change | 914 | $76K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -9.5% | 906 | $75K |
| Moser Wealth Advisors, LLC | 0.04% | No change | 840 | $70K |
| Kings Path Partners LLC | 0.03% | No change | 840 | $70K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 832 | $69K |
| Millstone Evans Group, LLC | 0.05% | No change | 827 | $69K |
| Financial Perspectives, Inc | 0.02% | Reduce -22.6% | 814 | $68K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 771 | $64K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.1% | 756 | $63K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.1% | 718 | $60K |
| Rice Partnership, LLC | 0.01% | No change | 694 | $58K |
| Y.D. More Investments Ltd | 0.01% | No change | 680 | $57K |
| WASHINGTON TRUST Co | 0.00% | No change | 680 | $57K |
| Caldwell Trust Co | 0.01% | Add +30.6% | 679 | $57K |
| Thompson Investment Management, Inc. | 0.01% | No change | 656 | $55K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -43.4% | 638 | $53K |
| Milestone Investment Advisors LLC | 0.01% | No change | 608 | $51K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 600 | $50K |
| American National Bank & Trust | 0.01% | Reduce -10.6% | 581 | $48K |
| Quent Capital, LLC | 0.01% | Reduce -32.8% | 578 | $48K |
| GAMMA Investing LLC | 0.00% | No change | 571 | $48K |
| Steph & Co. | 0.02% | No change | 560 | $47K |
| Rossby Financial, LCC | 0.02% | New | 514 | $42K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $42K |
| AlphaCore Capital LLC | 0.00% | No change | 496 | $41K |
| Colonial Trust Advisors | 0.00% | No change | 495 | $41K |
| Cornerstone Planning Group LLC | 0.01% | Add +6.7% | 509 | $41K |
| Smartleaf Asset Management LLC | 0.00% | Add +60.5% | 491 | $41K |
| Burkett Financial Services, LLC | 0.02% | Add +0.2% | 469 | $39K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 464 | $39K |
| Rise Advisors, LLC | 0.02% | Add +0.2% | 456 | $38K |
| High Note Wealth, LLC | 0.01% | No change | 452 | $38K |
| Armor Investment Advisors, LLC | 0.02% | No change | 440 | $37K |
| Sound Income Strategies, LLC | 0.00% | Reduce -1.4% | 421 | $35K |
| IMA Advisory Services, Inc. | 0.00% | New | 408 | $34K |
| Centennial Bank | 0.02% | No change | 400 | $33K |
| Hanson & Doremus Investment Management | 0.00% | No change | 396 | $33K |
| Capital Investment Counsel, Inc | 0.00% | No change | 392 | $33K |
| Comprehensive Financial Planning, Inc. | 0.03% | Reduce -22.9% | 377 | $31K |
| Garde Capital, Inc. | 0.00% | New | 368 | $31K |
| Palouse Capital Management, Inc. | 0.02% | No change | 368 | $31K |
| Financial Freedom, LLC | 0.02% | No change | 368 | $31K |
| Atwood & Palmer Inc. | 0.00% | No change | 365 | $30K |
| Continuum Advisory, LLC | 0.00% | No change | 348 | $29K |
| Atala Financial Inc | 0.02% | No change | 340 | $28K |
| Abound Wealth Management | 0.01% | Add +260.6% | 339 | $28K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 338 | $28K |
| Financial Connections Group, Inc. | 0.01% | Add +57.5% | 378 | $28K |
| Hollencrest Capital Management | 0.00% | No change | 320 | $27K |
| Pacific Center for Financial Services | 0.01% | No change | 308 | $26K |
| Kimelman & Baird, LLC | 0.00% | No change | 300 | $25K |
| First PREMIER Bank | 0.01% | No change | 296 | $25K |
| Runnymede Capital Advisors, Inc. | 0.02% | Reduce -34.8% | 300 | $25K |
| Ameriflex Group, Inc. | 0.01% | Add +83.7% | 292 | $24K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 288 | $24K |
| Westside Investment Management, Inc. | 0.01% | No change | 288 | $24K |
| ORG Partners LLC | 0.01% | New | 284 | $24K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -12.7% | 281 | $23K |
| Citizens National Bank Trust Department | 0.01% | No change | 280 | $23K |
| Rothschild Investment LLC | 0.00% | Reduce -45.7% | 272 | $23K |
| POM Investment Strategies, LLC | 0.02% | Add +78.1% | 244 | $20K |
| BankPlus Trust Department | 0.01% | No change | 233 | $19K |
| von Borstel & Associates, Inc. | 0.01% | New | 240 | $19K |
| Tsfg, LLC | 0.00% | No change | 232 | $19K |
| Creekmur Asset Management LLC | 0.00% | No change | 213 | $18K |
| Archer Investment Corp | 0.00% | No change | 213 | $18K |
| Bogart Wealth, LLC | 0.00% | No change | 208 | $17K |
| Hemington Wealth Management | 0.00% | No change | 211 | $17K |
| Creative Capital Management Investments LLC | 0.01% | No change | 204 | $17K |
| Running Point Capital Advisors, LLC | 0.01% | New | 201 | $17K |
| Bristlecone Advisors, LLC | 0.00% | No change | 198 | $16K |
| Atticus Wealth Management, LLC | 0.01% | No change | 188 | $16K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -71.2% | 178 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 174 | $14K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 172 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 166 | $14K |
| Howe & Rusling Inc. | 0.00% | Add +22.1% | 166 | $14K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 160 | $13K |
| Matrix Private Capital Group LLC | 0.01% | No change | 160 | $13K |
| Piscataqua Savings Bank | 0.01% | No change | 160 | $13K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 159 | $13K |
| Gleason Group, Inc. | 0.00% | No change | 154 | $13K |
| Ballast Advisors LLC | 0.00% | Add +50.0% | 150 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | New | 144 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 142 | $12K |
| Hughes Financial Services, LLC | 0.00% | New | 136 | $11K |
| Stephens Consulting, LLC | 0.00% | No change | 136 | $11K |
| Trust Co | 0.00% | No change | 135 | $11K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 132 | $11K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $10K |
| Mechanics Financial Corp | 0.00% | No change | 120 | $10K |
| TOWER TRUST & INVESTMENT Co | 0.01% | — | 115 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 112 | $9K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 111 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 112 | $9K |
| Transce3nd, LLC | 0.00% | No change | 98 | $8K |
| Avion Wealth | 0.00% | No change | 88 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 93 | $8K |
| GeoWealth Management, LLC | 0.00% | No change | 89 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 80 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 76 | $6K |
| PSI Advisors, LLC | 0.00% | Reduce -88.9% | 75 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 72 | $6K |
| Sawyer & Company, Inc | 0.00% | Add +7000.0% | 71 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 72 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 65 | $5K |
| New Millennium Group LLC | 0.00% | No change | 60 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 58 | $5K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 48 | $4K |
| Sittner & Nelson, LLC | 0.00% | No change | 48 | $4K |
| Raffa Wealth Management, LLC | 0.00% | Add +11.9% | 47 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 40 | $3K |
| McClarren Financial Advisors, Inc. | 0.00% | New | 83 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Add +157.1% | 36 | $3K |
| Fairman Group, LLC | 0.00% | No change | 22 | $2K |
| Keener Financial Planning LLC | 0.00% | No change | 29 | $2K |
| Capital A Wealth Management, LLC | 0.00% | New | 23 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 20 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 11 | $922 |
| Investors Research Corp | 0.00% | No change | 10 | $833 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $753 |
| Rialto Wealth Management, LLC | 0.00% | No change | 4 | $334 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $79 |
"% 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.