iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q2 2025 (June 30)868holders +15
66new positions
54sold out
3famous investors
$90.98avg. 13F price*
At the end of Q2 2025, 868 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 15 from Q1 2025. 66 opened new positions and 54 sold out. The largest holders were Morgan Stanley ($668.4M), Wells Fargo & Company ($557.7M) and FMR LLC ($374.9M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares S&P Mid-Cap 400 Grow
- CUSIP
- 464287606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $49.3M |
| Exits | 54 | $227.9M |
All 13F filers, Q1 2025 → Q2 2025: 2,792,527 shares bought and 6,578,543 shares sold, net −3,786,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 868 holders
| Morgan Stanley | 0.04% | Reduce -1.2% | 7,346,530 | $668.4M |
| Wells Fargo & Company | 0.12% | Reduce -2.4% | 6,129,386 | $557.7M |
| FMR LLC | 0.02% | Add +3.1% | 4,120,558 | $374.9M |
| Bank of America Corp. | 0.03% | Add +3.6% | 3,797,381 | $345.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +3.1% | 2,158,057 | $196.3M |
| UBS Group AG | 0.04% | Reduce -1.5% | 2,048,251 | $186.3M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -2.4% | 1,957,170 | $178.1M |
| Raymond James Financial Inc. | 0.06% | Reduce -0.5% | 1,840,129 | $167.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +2.3% | 1,757,549 | $159.9M |
| LPL Financial LLC | 0.05% | Add +11.3% | 1,563,773 | $142.3M |
| Financial Engines Advisors L.L.C. | 0.25% | Add +4.5% | 1,393,410 | $126.8M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +5.7% | 1,215,536 | $110.6M |
| D.A. Davidson & Co. | 0.70% | Add +3.7% | 1,097,315 | $99.8M |
| Northern Trust Corp. | 0.01% | Add +6.1% | 1,097,051 | $99.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -10.4% | 1,025,026 | $94.6M |
| Midland Wealth Advisors, LLC | 4.42% | Add +1.1% | 878,292 | $79.9M |
| Bank of New York Mellon Corp | 0.01% | Add +1.5% | 866,471 | $78.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.2% | 862,216 | $78.4M |
| Commonwealth Equity Services, LLC | 0.10% | Add +7.7% | 801,588 | $72.9M |
| MAI Capital Management | 0.46% | Reduce -1.5% | 729,867 | $66.4M |
| Willis Johnson & Associates, Inc. | 4.23% | Add +5.5% | 683,375 | $62.2M |
| Royal Bank of Canada | 0.01% | Add +6.8% | 589,702 | $53.6M |
| Keybank National Association | 0.20% | Reduce -0.9% | 580,119 | $52.8M |
| HighTower Advisors, LLC | 0.06% | Add +0.1% | 562,920 | $51.2M |
| Cerity Partners LLC | 0.09% | Add +0.0% | 531,367 | $48.3M |
| Bank of Montreal | 0.02% | Add +0.1% | 522,412 | $47.5M |
| Joel Isaacson & Co., LLC | 1.88% | Add +2.7% | 506,929 | $46.1M |
| Bokf, NA | 0.74% | Reduce -0.8% | 499,198 | $45.4M |
| World Investment Advisors | 1.00% | Add +1349.4% | 485,917 | $44.2M |
| Regions Financial Corp. | 0.29% | Add +6.6% | 467,602 | $42.5M |
| Wilmington Savings Fund Society, FSB | 0.76% | Reduce -1.4% | 467,378 | $42.5M |
| Captrust Financial Advisors | 0.09% | Reduce -77.6% | 431,788 | $39.3M |
| Focus Partners Wealth | 0.08% | Add +7.9% | 423,019 | $38.5M |
| Truist Financial Corp. | 0.06% | Reduce -1.5% | 419,267 | $38.1M |
| Moment Partners, LLC | 6.40% | Reduce -2.6% | 375,036 | $34.1M |
| Jones Financial Companies LLLP | 0.02% | Add +16.0% | 360,082 | $32.7M |
| Steward Partners Investment Advisory, LLC | 0.24% | Add +2.9% | 331,044 | $30.1M |
| Mariner, LLC | 0.04% | Add +1.6% | 318,654 | $29.0M |
| Inspirion Wealth Advisors, LLC | 3.62% | Add +0.1% | 300,872 | $27.4M |
| Courier Capital LLC | 1.54% | Add +3.9% | 278,009 | $25.3M |
| Savant Capital, LLC | 0.17% | Reduce -1.3% | 266,442 | $24.2M |
| Lido Advisors, LLC | 0.13% | Add +29.4% | 260,913 | $23.7M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.6% | 252,989 | $23.0M |
| Atlantic Union Bankshares Corp | 0.47% | New | 227,113 | $20.7M |
| SPC Financial, Inc. | 1.71% | Add +0.3% | 224,923 | $20.5M |
| Baird Financial Group, Inc. | 0.03% | Add +1.6% | 216,037 | $19.7M |
| Capital Advisors, Ltd. LLC | 2.42% | Reduce -4.0% | 215,979 | $19.6M |
| Stifel Financial Corp. | 0.02% | Reduce -1.5% | 209,543 | $19.1M |
| Cassaday & Co Wealth Management LLC | 0.47% | Add +6.7% | 208,610 | $19.0M |
| Arax Advisory Partners | 0.87% | Add +3612.7% | 207,986 | $18.9M |
| Salomon & Ludwin, LLC | 1.72% | Reduce -2.6% | 188,339 | $17.4M |
| Creative Planning | 0.01% | Reduce -3.8% | 189,002 | $17.2M |
| Hudson Capital Management LLC | 4.93% | Add +0.4% | 185,196 | $16.8M |
| Cetera Investment Advisers | 0.03% | Reduce -30.2% | 181,753 | $16.5M |
| Sterling Financial Planning, Inc. | 5.42% | Add +2.1% | 178,234 | $16.2M |
| Kestra Advisory Services, LLC | 0.08% | Add +8.9% | 172,543 | $15.7M |
| Comerica Bank | 0.06% | Reduce -2.0% | 167,734 | $15.3M |
| 1834 Investment Advisors Co. | 1.91% | Reduce -4.6% | 166,209 | $15.1M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -0.9% | 160,781 | $14.6M |
| Texas Yale Capital Corp. | 0.48% | Reduce -0.1% | 159,597 | $14.5M |
| AlTi Global, Inc. | 0.35% | Reduce -40.0% | 154,481 | $14.1M |
| Equitable Holdings, Inc. | 0.11% | Reduce -32.9% | 148,752 | $13.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.0% | 147,245 | $13.4M |
| Cullen/Frost Bankers, Inc. | 0.17% | Add +2.5% | 146,234 | $13.3M |
| Argent Trust Co | 0.50% | Add +19.4% | 144,433 | $13.1M |
| Ifrah Financial Services, Inc. | 3.57% | Add +0.6% | 143,681 | $13.1M |
| Waverly Advisors, LLC | 0.14% | Reduce -0.9% | 143,454 | $13.1M |
| GHP Investment Advisors, Inc. | 0.58% | Reduce -0.7% | 142,933 | $13.0M |
| First Merchants Corp. | 0.50% | Reduce -2.5% | 142,899 | $13.0M |
| Fifth Third Bancorp | 0.04% | Reduce -2.6% | 135,855 | $12.4M |
| Moneta Group Investment Advisors LLC | 0.13% | Add +7.2% | 124,435 | $11.3M |
| US Bancorp \de | 0.01% | Reduce -3.3% | 114,347 | $10.4M |
| HSBC Holdings PLC | 0.01% | No change | 107,183 | $9.8M |
| Greenup Street Wealth Management LLC | 1.66% | Add +3.6% | 105,117 | $9.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +34.8% | 104,666 | $9.5M |
| Blue Edge Capital, LLC | 1.35% | Reduce -26.9% | 99,611 | $9.1M |
| White Pine Investment CO | 2.25% | Reduce -0.2% | 99,172 | $9.0M |
| SOA Wealth Advisors, LLC. | 1.64% | Reduce -19.6% | 98,279 | $8.9M |
| Broadview Financial Management, LLC | 6.04% | Add +0.2% | 97,731 | $8.9M |
| Ashton Thomas Private Wealth, LLC | 0.30% | Add +2.4% | 92,088 | $8.4M |
| JFS Wealth Advisors, LLC | 0.53% | Reduce -1.7% | 91,960 | $8.4M |
| Associated Banc-Corp | 0.23% | Reduce -4.1% | 88,948 | $8.1M |
| Mill Creek Capital Advisors, LLC | 0.18% | Reduce -0.1% | 87,592 | $8.0M |
| Bryn Mawr Trust Advisors, LLC | 0.42% | Reduce -0.1% | 84,683 | $7.7M |
| Callan Family Office, LLC | 0.24% | Reduce -6.6% | 84,641 | $7.7M |
| Rodgers & Associates, LTD | 0.83% | Reduce -1.6% | 82,767 | $7.5M |
| Denver PWM, LLC | 2.32% | Add +6.5% | 81,628 | $7.4M |
| StoneX Group Inc. | 0.35% | Reduce -0.9% | 79,240 | $7.2M |
| Private Advisor Group, LLC | 0.04% | Reduce -8.4% | 78,273 | $7.1M |
| Greenleaf Trust | 0.06% | Reduce -2.6% | 77,042 | $7.0M |
| Heritage Trust Co | 0.79% | Add +24.1% | 75,632 | $6.9M |
| Oldfather Financial Services, LLC | 2.33% | Add +4.4% | 74,643 | $6.8M |
| Mechanics Bank Trust Department | 0.96% | Reduce -9.5% | 73,775 | $6.7M |
| First Citizens Financial Corp | 3.65% | Add +5.9% | 72,865 | $6.6M |
| JNBA Financial Advisors | 0.63% | Reduce -0.9% | 72,456 | $6.6M |
| Goelzer Investment Management, Inc. | 0.34% | Reduce -0.3% | 68,344 | $6.2M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -23.4% | 67,030 | $6.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.1% | 64,722 | $5.9M |
| HB Wealth Management, LLC | 0.05% | Reduce -3.4% | 64,257 | $5.8M |
| Centerpoint Advisors, LLC | 1.97% | Reduce -3.8% | 63,945 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Add +100.8% | 63,408 | $5.8M |
| Guidance Point Advisors, LLC | 1.51% | Add +0.2% | 62,455 | $5.7M |
| M&T Bank Corp | 0.02% | Reduce -0.3% | 61,842 | $5.6M |
| DDFG, Inc | 1.39% | Add +3.4% | 60,577 | $5.5M |
| InvesTrust | 2.12% | Reduce -4.0% | 60,468 | $5.5M |
| Independence Financial Advisors, LLC | 2.14% | New | 60,359 | $5.5M |
| Asset Management Group, Inc. | 0.92% | Add +0.1% | 58,046 | $5.3M |
| Sunbelt Securities, Inc. | 0.46% | Reduce -1.8% | 57,063 | $5.2M |
| EP Wealth Advisors, LLC | 0.03% | Add +1.0% | 55,796 | $5.1M |
| Citizens Financial Group Inc. | 0.08% | Add +10.1% | 55,198 | $5.0M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -2.9% | 54,395 | $4.9M |
| Tritonpoint Wealth, LLC | 0.44% | Reduce -0.6% | 51,769 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +18.8% | 50,586 | $4.7M |
| Idaho Trust Co | 1.68% | Add +17.9% | 51,649 | $4.7M |
| Farther Finance Advisors, LLC | 0.09% | Add +0.2% | 51,063 | $4.6M |
| Fulton Breakefield Broenniman LLC | 0.31% | Reduce -0.9% | 50,724 | $4.6M |
| Becker Capital Management Inc. | 0.14% | Add +0.0% | 49,962 | $4.5M |
| Corient Private Wealth LP | 0.01% | Reduce -46.0% | 49,795 | $4.5M |
| Causey Wealth LLC | 2.30% | Reduce -5.3% | 49,091 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.4% | 48,621 | $4.4M |
| Fifth Third Wealth Advisors LLC | 0.18% | Reduce -10.0% | 47,900 | $4.4M |
| Brightwater Advisory LLC | 3.09% | Reduce -0.7% | 47,235 | $4.3M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -4.1% | 46,528 | $4.2M |
| Weinberger Asset Management, Inc | 1.59% | Reduce -1.9% | 45,326 | $4.1M |
| Perkins Coie Trust Co | 0.70% | Reduce -1.5% | 45,301 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -58.4% | 44,725 | $4.1M |
| Transcendent Capital Group LLC | 2.06% | Add +0.0% | 44,074 | $4.0M |
| Circle Wealth Management, LLC | 0.09% | No change | 44,000 | $4.0M |
| Neumann Capital Management, LLC | 1.25% | Add +4.0% | 43,840 | $4.0M |
| BKM Wealth Management, LLC | 1.55% | Reduce -0.1% | 43,665 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +35.6% | 43,265 | $3.9M |
| Level Four Advisory Services, LLC | 0.14% | Add +1.5% | 43,074 | $3.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -22.5% | 42,952 | $3.9M |
| Net Worth Advisory Group | 0.85% | Add +678.5% | 42,329 | $3.9M |
| Jmac Enterprises LLC | 0.82% | Reduce -54.4% | 41,943 | $3.8M |
| Cranbrook Wealth Management, LLC | 0.80% | Reduce -1.2% | 41,022 | $3.7M |
| UMB Bank, n.a. | 0.06% | Reduce -0.3% | 40,911 | $3.7M |
| Anb Bank | 1.62% | Reduce -20.3% | 39,650 | $3.6M |
| M1 Capital Management LLC | 1.81% | New | 39,411 | $3.6M |
| Soltis Investment Advisors LLC | 0.28% | Add +7.9% | 39,285 | $3.6M |
| Global Retirement Partners, LLC | 0.09% | — | 38,811 | $3.5M |
| Lee, Kelleher & Klein Wealth Management | 2.34% | Reduce -0.1% | 38,688 | $3.5M |
| LTG Capital LLC | 3.00% | Reduce -5.8% | 38,540 | $3.5M |
| First Hawaiian Bank | 0.46% | Reduce -1.9% | 37,648 | $3.4M |
| CFS Investment Advisory Services, LLC | 0.28% | Reduce -10.5% | 37,624 | $3.4M |
| Trail Ridge Investment Advisors, LLC | 1.64% | Reduce -3.6% | 36,630 | $3.4M |
| Midwest Trust Co | 0.05% | — | 37,266 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -12.9% | 37,173 | $3.4M |
| Clearstead Advisors, LLC | 0.05% | Reduce -5.6% | 36,828 | $3.4M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -15.5% | 35,532 | $3.2M |
| Atria Investments, Inc | 0.04% | Add +0.3% | 35,486 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | No change | 34,506 | $3.1M |
| Maltin Wealth Management, Inc. | 1.38% | Add +7.9% | 33,767 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +5.4% | 33,586 | $3.1M |
| Main Management LLC | 0.24% | Reduce -95.2% | 33,498 | $3.0M |
| Sigma Planning Corp | 0.09% | Reduce -20.7% | 33,247 | $3.0M |
| Cwm, LLC | 0.01% | Add +106.3% | 32,902 | $3.0M |
| Triangle Securities Wealth Management | 0.73% | Add +5.8% | 32,829 | $3.0M |
| Natixis Advisors, LLC | 0.00% | Add +6.4% | 32,348 | $2.9M |
| Dumont & Blake Investment Advisors LLC | 0.76% | Add +0.2% | 32,065 | $2.9M |
| Segment Wealth Management, LLC | 0.18% | No change | 31,700 | $2.9M |
| Founders Grove Wealth Partners, LLC | 0.71% | Reduce -1.5% | 31,121 | $2.8M |
| Blair William & Co. | 0.01% | Reduce -8.5% | 29,865 | $2.7M |
| Commerce Bank | 0.02% | Reduce -2.7% | 29,112 | $2.6M |
| United Bank | 0.32% | No change | 29,091 | $2.6M |
| Stordahl Capital Management, Inc. | 0.59% | Add +2.5% | 29,072 | $2.6M |
| Fifth Third Securities, Inc. | 0.20% | Add +1.3% | 28,899 | $2.6M |
| Pacific Financial Group Inc. | 2.04% | Reduce -16.3% | 28,755 | $2.6M |
| Performance Wealth Partners, LLC | 0.08% | Reduce -0.9% | 28,576 | $2.6M |
| Ironwood Financial, llc | 0.55% | No change | 30,768 | $2.6M |
| GC Wealth Management RIA, LLC | 0.21% | Reduce -4.9% | 28,089 | $2.6M |
| SOL Capital Management CO | 0.25% | Add +187.4% | 27,910 | $2.5M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -0.9% | 27,788 | $2.5M |
| Summit Wealth Group LLC / Co. | 0.63% | — | 27,734 | $2.5M |
| Alpine Bank Wealth Management | 0.38% | Reduce -13.4% | 27,450 | $2.5M |
| Spire Wealth Management | 0.09% | Add +5.8% | 27,217 | $2.5M |
| Teachers Insurance & Annuity Association of America | 3.08% | Add +45.5% | 27,171 | $2.5M |
| New Age Alpha Advisors, LLC | 0.11% | Add +99.8% | 27,063 | $2.5M |
| Ullmann Wealth Partners Group, LLC | 0.29% | Add +0.2% | 26,859 | $2.4M |
| Vance Wealth, LLC | 0.79% | Reduce -4.3% | 25,740 | $2.3M |
| Retirement Planning Group, LLC | 0.10% | Reduce -3.3% | 25,125 | $2.3M |
| POM Investment Strategies, LLC | 1.61% | Add +10047.5% | 24,760 | $2.3M |
| Somerset Group LLC | 1.84% | Add +12.2% | 23,937 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Add +9.3% | 23,358 | $2.2M |
| Horizon Family Wealth, Inc. | 1.33% | Add +50.8% | 23,881 | $2.2M |
| CX Institutional | 0.07% | Add +40.1% | 23,351 | $2.1M |
| Smith Shellnut Wilson LLC | 0.92% | Reduce -29.8% | 23,336 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Add +28.7% | 23,324 | $2.1M |
| Bessemer Group Inc. | 0.00% | Reduce -0.1% | 23,240 | $2.1M |
| Stenger Family Office, LLC | 0.54% | — | 22,144 | $2.1M |
| Farmers & Merchants Investments Inc. | 0.06% | Reduce 0.0% | 22,791 | $2.1M |
| Independent Financial Group, LLC | 0.06% | Add +184.8% | 22,544 | $2.1M |
| Codex Capital Asset Management L.L.C. | 0.82% | No change | 22,500 | $2.0M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.4% | 22,427 | $2.0M |
| Glass Jacobson Investment Advisors llc | 0.78% | Reduce -2.2% | 22,318 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Add +0.1% | 22,083 | $2.0M |
| Operose Advisors LLC | 0.56% | Add +2.6% | 21,984 | $2.0M |
| Foundation Wealth Management, LLC | 1.39% | Add +13.3% | 21,971 | $2.0M |
| One Capital Management, LLC | 0.07% | Reduce -4.2% | 21,849 | $2.0M |
| Corundum Trust Company, INC | 5.22% | No change | 21,744 | $2.0M |
| &partners | 0.02% | Reduce -1.5% | 21,658 | $2.0M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | Reduce -3.1% | 21,652 | $2.0M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -3.3% | 21,457 | $2.0M |
| Aft, Forsyth & Company, Inc. | 0.99% | Add +0.0% | 21,165 | $1.9M |
| Davis Investment Partners, LLC | 0.68% | No change | 20,650 | $1.9M |
| CreativeOne Wealth, LLC | 0.05% | Add +19.0% | 20,671 | $1.9M |
| Darrow Company, Inc. | 0.93% | Add +0.0% | 20,252 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -9.5% | 20,237 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.74% | Add +2.8% | 19,908 | $1.8M |
| C2C Wealth Management, LLC | 1.60% | Reduce -0.6% | 19,475 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -1.9% | 19,479 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -15.0% | 19,255 | $1.8M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -0.8% | 19,139 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -12.1% | 18,878 | $1.7M |
| Wellspring Financial Advisors, LLC | 0.15% | Reduce -4.9% | 18,853 | $1.7M |
| Whittier Trust Co. | 0.02% | Add +17.6% | 18,700 | $1.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.42% | Reduce -3.4% | 18,614 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.4% | 17,956 | $1.6M |
| Financial Advocates Investment Management | 0.13% | Reduce -30.2% | 17,832 | $1.6M |
| Crestwood Advisors Group, LLC | 0.03% | Add +1.0% | 17,806 | $1.6M |
| Columbia Bank | 0.49% | Reduce -16.1% | 17,489 | $1.6M |
| Moneco Advisors, LLC | 0.15% | Reduce -8.7% | 17,743 | $1.6M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -9.3% | 17,619 | $1.6M |
| Peregrine Asset Advisers, Inc. | 0.49% | Reduce -1.0% | 17,374 | $1.6M |
| Slow Capital, Inc. | 0.19% | Reduce -7.5% | 17,364 | $1.6M |
| Trust Co. of Vermont | 0.07% | No change | 17,184 | $1.6M |
| Allegheny Financial Group | 0.34% | Reduce -12.5% | 16,883 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.7% | 16,837 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +238.3% | 16,666 | $1.5M |
| Family Firm, Inc. | 0.36% | Add +0.6% | 16,624 | $1.5M |
| Heck Capital Advisors, LLC | 0.13% | Add +2.4% | 16,590 | $1.5M |
| Anderson Hoagland & Co. | 0.14% | No change | 16,582 | $1.5M |
| TAGStone Capital, Inc. | 0.62% | Add +0.0% | 16,323 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 16,520 | $1.5M |
| First Horizon Advisors, Inc. | 0.04% | Reduce -2.6% | 16,338 | $1.5M |
| Glenmede Investment Management, LP | 0.01% | — | 16,175 | $1.5M |
| Future Fund LLC | 0.65% | New | 15,914 | $1.4M |
| River Wealth Advisors LLC | 0.18% | Reduce -0.6% | 15,714 | $1.4M |
| Whitaker-Myers Wealth Managers, LTD. | 0.36% | Add +15.2% | 15,682 | $1.4M |
| Watchman Group, Inc. | 0.37% | Reduce -6.9% | 15,411 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +0.2% | 15,358 | $1.4M |
| Kozak & Associates, Inc. | 0.28% | Reduce -2.0% | 14,923 | $1.4M |
| Verdence Capital Advisors LLC | 0.09% | No change | 15,225 | $1.4M |
| Grey Ledge Advisors, LLC | 0.34% | Reduce -5.6% | 15,173 | $1.4M |
| Finley Financial, LLC | 0.69% | No change | 15,037 | $1.4M |
| Fulton Bank, N.A. | 0.05% | Reduce -6.3% | 14,774 | $1.3M |
| AMG National Trust Bank | 0.04% | Reduce -3.5% | 14,622 | $1.3M |
| Ellis Investment Partners, LLC | 0.26% | Add +0.1% | 14,592 | $1.3M |
| LBMC Investment Advisors, LLC | 0.09% | Add +0.0% | 14,495 | $1.3M |
| Patten Group, Inc. | 0.28% | Reduce -16.8% | 14,495 | $1.3M |
| Park Place Capital Corp | 0.30% | Reduce -27.3% | 14,347 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +0.7% | 14,348 | $1.3M |
| Daymark Wealth Partners, LLC | 0.05% | Add +0.1% | 14,149 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -9.7% | 13,967 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | No change | 13,952 | $1.3M |
| Vicus Capital | 0.11% | Add +15.1% | 13,914 | $1.3M |
| Argent Advisors, Inc. | 0.39% | Reduce -1.1% | 13,873 | $1.3M |
| Pittenger & Anderson Inc. | 0.05% | No change | 13,800 | $1.3M |
| Axis Wealth Partners, LLC | 0.82% | Add +43.9% | 13,778 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -2.2% | 13,773 | $1.3M |
| Private Wealth Asset Management, LLC | 0.17% | No change | 13,760 | $1.3M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.70% | No change | 14,976 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -6.5% | 13,545 | $1.2M |
| YHB Investment Advisors, Inc. | 0.09% | Reduce -0.2% | 13,412 | $1.2M |
| City Holding Co. | 0.16% | No change | 13,386 | $1.2M |
| Mowery & Schoenfeld Wealth Management, LLC | 1.94% | No change | 13,200 | $1.2M |
| Principal Securities, Inc. | 0.02% | Reduce -1.9% | 13,126 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -1.5% | 13,074 | $1.2M |
| SouthState Bank Corp | 0.05% | Reduce -13.1% | 12,709 | $1.2M |
| Synovus Financial Corp. | 0.01% | Add +36.8% | 12,652 | $1.2M |
| Bank of Stockton | 0.34% | Reduce -4.1% | 12,490 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -28.9% | 12,490 | $1.1M |
| Ruggaard & Associates LLC | 0.45% | Add +31.6% | 12,395 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Add +3.7% | 12,314 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +4.5% | 12,246 | $1.1M |
| Embree Financial Group | 0.17% | Reduce -61.0% | 12,072 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | Add +5.5% | 12,067 | $1.1M |
| SCS Capital Management LLC | 0.01% | Add +0.1% | 11,994 | $1.1M |
| Evoke Wealth, LLC | 0.03% | New | 11,946 | $1.1M |
| Country Club Bank | 0.07% | No change | 11,922 | $1.1M |
| Bragg Financial Advisors, Inc | 0.04% | Add +0.9% | 11,891 | $1.1M |
| TD Private Client Wealth LLC | 0.03% | Reduce -36.7% | 11,873 | $1.1M |
| Allworth Financial LP | 0.01% | Add +77.6% | 11,746 | $1.1M |
| Summit Financial, LLC | 0.02% | Reduce -1.7% | 11,722 | $1.1M |
| Stephens Inc. | 0.01% | Reduce -9.3% | 11,706 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +70.0% | 11,696 | $1.1M |
| Fiduciary Alliance LLC | 0.08% | Add +0.9% | 11,688 | $1.1M |
| Aprio Wealth Management, LLC | 0.12% | Reduce -0.6% | 11,637 | $1.1M |
| Stratos Investment Management, LLC | 0.05% | Reduce -27.7% | 11,507 | $1.0M |
| BlackRock, Inc. | 0.00% | Reduce -0.9% | 11,505 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +4.7% | 11,402 | $1.0M |
| Sather Financial Group Inc | 0.06% | No change | 11,360 | $1.0M |
| Vanguard Group Inc. | 0.00% | Add +0.6% | 11,335 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.8% | 11,285 | $1.0M |
| Breakwater Capital Group | 0.17% | Add +6.8% | 11,237 | $1.0M |
| Marietta Wealth Management, LLC | 0.13% | No change | 11,220 | $1.0M |
| Renasant Bank | 0.68% | Reduce -30.1% | 11,189 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -0.1% | 11,154 | $1.0M |
| MainStreet Investment Advisors LLC | 0.14% | No change | 11,098 | $1.0M |
| Front Row Advisors LLC | 0.35% | No change | 11,086 | $1.0M |
| Laurel Wealth Advisors LLC | 0.15% | Reduce -2.6% | 11,073 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -57.1% | 10,888 | $991K |
| OneAscent Family Office, LLC | 0.93% | No change | 10,861 | $988K |
| Capital Analysts, LLC | 0.03% | Add +1.2% | 10,862 | $988K |
| PKS Advisory Services, LLC | 0.24% | Add +1.6% | 10,849 | $987K |
| Acas, LLC | 0.66% | Reduce -1.9% | 10,386 | $987K |
| Dearborn Partners LLC | 0.05% | Reduce -1.4% | 10,820 | $984K |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 10,812 | $984K |
| AQR Capital Management | 0.00% | Reduce -3.9% | 10,648 | $969K |
| Meridian Investment Counsel Inc. | 0.26% | No change | 10,644 | $968K |
| Old National Bancorp | 0.02% | New | 10,548 | $960K |
| RKL Wealth Management LLC | 0.08% | Reduce -31.2% | 10,470 | $953K |
| Schneider Downs Wealth Management Advisors, LP | 0.14% | Add +92.4% | 10,450 | $951K |
| Western Wealth Management, LLC | 0.06% | Add +5.9% | 10,437 | $950K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.1% | 10,312 | $938K |
| Ballentine Partners, LLC | 0.01% | Reduce -0.3% | 10,260 | $933K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -5.8% | 10,208 | $929K |
| Harbour Capital Advisors, LLC | 0.20% | No change | 10,055 | $928K |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 10,163 | $925K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -2.5% | 10,160 | $924K |
| Jane Street Group, LLC | 0.00% | New | 10,086 | $918K |
| Heartwood Wealth Advisors LLC | 0.10% | No change | 10,059 | $915K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.7% | 10,010 | $911K |
| Bangor Savings Bank | 0.08% | No change | 9,985 | $908K |
| Atlas Brown,Inc. | 0.29% | Add +3.8% | 9,960 | $906K |
| Griffin Asset Management, Inc. | 0.11% | Add +5.9% | 9,929 | $903K |
| Crewe Advisors LLC | 0.13% | Reduce -1.5% | 9,908 | $901K |
| Cadence Bank | 0.06% | Reduce -1.6% | 9,858 | $897K |
| WealthShield Partners, LLC | 0.11% | Reduce -25.8% | 9,833 | $895K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.0% | 9,817 | $893K |
| Private Trust Co. NA | 0.09% | Reduce -15.5% | 9,809 | $892K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 9,442 | $887K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.4% | 9,668 | $880K |
| SageView Advisory Group, LLC | 0.03% | Reduce -2.4% | 9,107 | $860K |
| T. Rowe Price Associates Inc. | 0.00% | Add +106.2% | 9,435 | $859K |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -15.5% | 9,360 | $852K |
| NTV Asset Management LLC | 0.10% | No change | 9,320 | $848K |
| Fayez Sarofim & Co | 0.00% | No change | 9,249 | $841K |
| Financial Alternatives, Inc | 0.54% | No change | 9,084 | $826K |
| Venture Visionary Partners LLC | 0.03% | Reduce -10.8% | 9,081 | $826K |
| Oakworth Capital, Inc. | 0.05% | No change | 9,040 | $822K |
| Avior Wealth Management, LLC | 0.03% | Reduce -5.7% | 8,954 | $815K |
| Brandywine Oak Private Wealth LLC | 0.08% | No change | 8,928 | $812K |
| Fairscale Capital, LLC | 0.59% | Add +8.2% | 8,725 | $812K |
| Truepoint, Inc. | 0.02% | Reduce -2.0% | 8,919 | $811K |
| Ehrlich Financial Group | 0.53% | New | 8,916 | $811K |
| KMG Fiduciary Partners, LLC | 0.06% | No change | 8,855 | $806K |
| Topsail Wealth Management, LLC | 0.14% | No change | 8,703 | $792K |
| Parallel Advisors, LLC | 0.02% | Add +18.8% | 8,611 | $783K |
| Atlantic Edge Private Wealth Management, LLC | 0.21% | No change | 8,583 | $781K |
| TCV Trust & Wealth Management, Inc. | 0.07% | Reduce -3.1% | 8,549 | $778K |
| Graypoint LLC | 0.04% | Reduce -1.0% | 8,475 | $771K |
| Tudor Financial Inc. | 0.44% | No change | 8,472 | $771K |
| Welch & Forbes LLC | 0.01% | No change | 8,423 | $766K |
| Hubbell Strickland Wealth Management, LLC | 0.33% | Reduce -2.9% | 8,340 | $759K |
| Bridges Investment Management Inc. | 0.01% | Reduce -1.9% | 8,215 | $747K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -3.0% | 8,193 | $745K |
| Benjamin Edwards Inc. | 0.01% | Add +29.7% | 8,087 | $736K |
| Outlook Wealth Advisors, LLC | 0.19% | Reduce -9.3% | 8,064 | $734K |
| Gables Capital Management Inc. | 0.34% | No change | 8,016 | $729K |
| Compton Wealth Advisory Group, LLC | 0.18% | Reduce -4.0% | 8,004 | $728K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.1% | 7,918 | $720K |
| Crescent Grove Advisors, LLC | 0.07% | Reduce -4.1% | 7,916 | $720K |
| DSG Capital Advisors, LLC | 0.13% | No change | 7,852 | $714K |
| Choreo, LLC | 0.01% | Add +1.4% | 7,839 | $713K |
| Corsair Capital Management, L.P. | 0.14% | No change | 7,833 | $713K |
| Milestones Private Investment Advisors LLC | 0.53% | — | 7,811 | $711K |
| Marquette Associates, Inc. | 0.69% | Reduce -26.6% | 7,709 | $701K |
| Texas Bank & Trust Co | 0.28% | Reduce -6.3% | 7,707 | $701K |
| Chilton Investment Co. Inc. | 0.02% | New | 7,700 | $701K |
| Peterson Wealth Advisors, LLC | 0.11% | Reduce -8.6% | 7,563 | $688K |
| Allen Investment Management, LLC | 0.01% | No change | 7,556 | $687K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -6.3% | 7,552 | $687K |
| Glenview Trust Co | 0.01% | Add +8.0% | 7,537 | $686K |
| Brighton Jones LLC | 0.02% | Add +1.6% | 7,469 | $680K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.7% | 7,442 | $677K |
| Arkadios Wealth Advisors | 0.02% | Add +3.7% | 7,442 | $677K |
| United Community Bank | 0.23% | Add +8.0% | 7,402 | $673K |
| ProVise Management Group, LLC | 0.05% | No change | 7,385 | $672K |
| CW Advisors, LLC | 0.01% | Add +1.4% | 7,303 | $665K |
| Busey Bank | 0.02% | Add +4.3% | 7,265 | $661K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -9.8% | 7,240 | $659K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +5.6% | 7,226 | $658K |
| Awm Capital, LLC | 0.07% | No change | 7,224 | $657K |
| Hickory Point Bank & Trust | 0.53% | No change | 7,181 | $653K |
| Royal Fund Management, LLC | 0.07% | Add +76.0% | 7,157 | $653K |
| Private Management Group Inc. | 0.02% | No change | 7,165 | $652K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,164 | $652K |
| Summit Trail Advisors, LLC | 0.01% | New | 7,084 | $644K |
| Nicholas Hoffman & Company, LLC. | 0.02% | New | 7,056 | $642K |
| River Street Advisors LLC | 0.28% | Add +60.1% | 7,053 | $642K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 7,043 | $641K |
| Harbor Investment Advisory, LLC | 0.06% | No change | 7,033 | $640K |
| Prosperity Planning, Inc. | 0.26% | Add +0.3% | 7,019 | $639K |
| Corundum Group, Inc. | 0.28% | No change | 7,000 | $637K |
| Cobblestone Capital Advisors LLC | 0.03% | Add +6.0% | 6,963 | $633K |
| Armstrong Advisory Group, Inc. | 0.05% | Reduce -14.3% | 6,921 | $630K |
| Focus Financial Network, Inc. | 0.02% | Add +3.5% | 6,917 | $629K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.8% | 6,907 | $628K |
| Parcion Private Wealth LLC | 0.04% | No change | 6,804 | $619K |
| FineMark National Bank & Trust | 0.02% | Reduce -1.9% | 6,797 | $618K |
| Alerus Financial NA | 0.04% | No change | 6,790 | $618K |
| Key Financial Inc | 0.12% | Reduce -7.3% | 6,777 | $617K |
| Davidson Trust Co. | 0.28% | Add +17.6% | 6,700 | $609K |
| Daner Wealth Management, LLC | 0.42% | — | 6,461 | $607K |
| Pacific Sun Financial Corp | 0.32% | Add +2.0% | 6,662 | $606K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -3.5% | 6,630 | $603K |
| Bonfire Financial | 0.49% | Add +0.0% | 6,616 | $602K |
| Guerra Pan Advisors, LLC | 0.40% | No change | 6,613 | $602K |
| Veracity Capital LLC | 0.21% | Reduce -0.7% | 6,575 | $598K |
| Glen Eagle Advisors, LLC | 0.09% | Reduce -1.5% | 6,571 | $598K |
| Prospera Financial Services Inc | 0.01% | Add +150.9% | 6,504 | $593K |
| Richards, Merrill & Peterson, Inc. | 0.28% | No change | 6,471 | $589K |
| Legacy Private Trust Co. | 0.04% | No change | 6,400 | $582K |
| Washington Trust Bank | 0.05% | Reduce -3.5% | 6,371 | $580K |
| Keel Point, LLC | 0.04% | Add +0.1% | 6,358 | $578K |
| MSH Capital Advisors LLC | 0.17% | No change | 6,340 | $577K |
| Quantinno Capital Management LP | 0.00% | Reduce -23.3% | 6,329 | $576K |
| Mather Group, Llc. | 0.01% | Reduce -0.8% | 6,301 | $573K |
| Signature Wealth Management Partners, LLC | 0.33% | No change | 6,300 | $573K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.2% | 6,281 | $571K |
| LexAurum Advisors, LLC | 0.09% | Add +0.1% | 6,280 | $571K |
| Palisade Asset Management, LLC | 0.06% | No change | 6,257 | $569K |
| RPS Advisory Solutions LLC | 0.31% | Reduce -1.3% | 6,200 | $564K |
| IFP Advisors, Inc | 0.02% | Reduce -93.8% | 6,172 | $562K |
| Novak & Powell Financial Services, Inc. | 0.39% | Reduce -63.0% | 6,148 | $559K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,134 | $558K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.25% | Add +0.1% | 6,065 | $552K |
| Betterment LLC | 0.00% | Add +17.2% | 6,055 | $551K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.1% | 6,044 | $550K |
| Pinnacle Financial Group, LLC / IL | 0.18% | Add +0.0% | 5,996 | $545K |
| Meridian Financial Advisors, LLC | 0.35% | Add +1.3% | 5,944 | $541K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 5,900 | $537K |
| IFG Advisors, LLC | 0.09% | No change | 5,882 | $535K |
| Stephen J. Garry & Associates, LLC | 0.46% | No change | 5,860 | $533K |
| Independent Wealth Network Inc. | 0.19% | Reduce -0.6% | 5,796 | $527K |
| VestGen Advisors, LLC | 0.02% | No change | 5,757 | $524K |
| Wesbanco Bank Inc. | 0.02% | Add +1.2% | 5,692 | $518K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +80.1% | 5,629 | $512K |
| Wealthstream Advisors, Inc. | 0.08% | Reduce -1.6% | 5,611 | $510K |
| Harbour Trust & Investment Management Co | 0.06% | Reduce -2.1% | 5,583 | $508K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 5,572 | $507K |
| Hilltop Holdings Inc. | 0.03% | No change | 5,550 | $505K |
| Hazlett, Burt & Watson, Inc. | 0.21% | Reduce -12.6% | 5,544 | $504K |
| Geometric Wealth Advisors | 0.08% | No change | 5,537 | $504K |
| CRA Financial Services, LLC | 0.08% | Reduce -0.1% | 5,489 | $499K |
| Sunpointe, LLC | 0.20% | Add +0.8% | 5,444 | $495K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 5,408 | $492K |
| American Financial & Tax Strategies Inc. | 0.25% | No change | 5,406 | $492K |
| 21 West Wealth Management LLC | 0.50% | — | 5,404 | $492K |
| Aviso Financial Inc. | 0.02% | Add +0.1% | 5,397 | $491K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -5.4% | 5,383 | $490K |
| 626 Financial, LLC | 0.23% | No change | 5,380 | $489K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.5% | 5,346 | $486K |
| Highland Capital Management, LLC | 0.03% | No change | 5,314 | $483K |
| Dentgroup LLC | 0.33% | Reduce -1.5% | 5,294 | $482K |
| HMS Capital Management, LLC | 0.22% | Reduce -34.5% | 5,294 | $482K |
| Pure Financial Advisors, LLC | 0.01% | Add +11.1% | 5,256 | $478K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +11.6% | 5,254 | $478K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -39.6% | 5,240 | $477K |
| Mattern Wealth Management LLC | 0.10% | Reduce -8.5% | 5,236 | $476K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.3% | 5,200 | $473K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,126 | $466K |
| Sigma Investment Counselors Inc. | 0.03% | New | 5,098 | $464K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -11.1% | 5,083 | $462K |
| Mosaic Family Wealth Partners, LLC | 0.06% | No change | 5,051 | $460K |
| Tradewinds, LLC. | 0.34% | New | 4,982 | $453K |
| Merkkuri Wealth Advisors LLC | 0.34% | Reduce -52.7% | 4,982 | $453K |
| Haverford Trust Co | 0.00% | No change | 4,976 | $453K |
| Mezzasalma Advisors, LLC | 0.13% | No change | 4,903 | $446K |
| Petra Financial Advisors Inc. | 0.28% | No change | 4,901 | $446K |
| Sowell Financial Services LLC | 0.02% | Add +0.1% | 4,886 | $445K |
| Tompkins Financial Corp. | 0.04% | No change | 4,858 | $442K |
| Valeo Financial Advisors, LLC | 0.01% | Add +7.4% | 4,849 | $441K |
| Allium Financial Advisors, LLC | 0.38% | No change | 4,838 | $440K |
| Jacobi Capital Management LLC | 0.03% | No change | 4,811 | $438K |
| Brass Tax Wealth Management, Inc. | 0.08% | No change | 4,780 | $435K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -15.6% | 4,749 | $432K |
| MidAtlantic Capital Management, Inc. | 0.31% | Reduce -0.8% | 4,739 | $431K |
| Sawgrass Asset Management LLC | 0.05% | No change | 4,721 | $430K |
| Biltmore Family Office, LLC | 0.07% | No change | 4,674 | $425K |
| Friday Financial | 0.21% | No change | 4,638 | $422K |
| PCG Wealth Advisors, LLC | 0.22% | Add +0.1% | 4,626 | $421K |
| Citadel Advisors | 0.00% | Reduce -38.0% | 4,577 | $416K |
| IFG Advisory, LLC | 0.02% | Reduce -3.9% | 4,500 | $409K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.4% | 4,299 | $407K |
| KPP Advisory Services LLC | 0.07% | Reduce -3.8% | 4,464 | $406K |
| Fiduciary Trust Co | 0.01% | Reduce -20.9% | 4,463 | $406K |
| Perritt Capital Management Inc | 0.21% | Add +0.2% | 4,434 | $403K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 4,410 | $401K |
| CoreCap Advisors, LLC | 0.02% | Reduce -0.8% | 4,406 | $401K |
| Saxon Interests, Inc. | 0.18% | No change | 4,747 | $395K |
| Clientfirst Wealth Management, LLC | 0.40% | No change | 4,324 | $393K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 4,209 | $390K |
| Vertex Planning Partners, LLC | 0.08% | No change | 4,272 | $389K |
| Mgo One Seven LLC | 0.01% | Reduce -3.6% | 4,266 | $388K |
| Uptick Partners, LLC | 0.11% | Reduce -1.6% | 4,252 | $387K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +23.1% | 4,190 | $381K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 4,155 | $381K |
| Congress Asset Management Co. | 0.00% | Reduce -85.8% | 4,181 | $380K |
| NCM Capital Management, LLC | 0.16% | Reduce -4.5% | 4,180 | $380K |
| Old Second National Bank of Aurora | 0.08% | Add +4.6% | 4,160 | $378K |
| Equitable Trust Co. | 0.02% | No change | 4,159 | $378K |
| Total Wealth Planning, LLC | 0.05% | Add +0.0% | 4,133 | $376K |
| Bensler, LLC | 0.04% | No change | 4,103 | $373K |
| Bar Harbor Wealth Management | 0.02% | Reduce -4.0% | 4,099 | $373K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.0% | 4,096 | $373K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -2.0% | 4,092 | $372K |
| All Terrain Financial Advisors, LLC | 0.13% | No change | 4,086 | $372K |
| Doliver Advisors, LP | 0.10% | Reduce -2.8% | 4,080 | $371K |
| Geneos Wealth Management Inc. | 0.01% | Add +39.1% | 4,077 | $371K |
| Indiana Trust & Investment Management Co | 0.12% | Reduce -1.7% | 4,067 | $370K |
| Northeast Financial Consultants Inc | 0.02% | No change | 4,064 | $370K |
| Community Bank, N.A. | 0.05% | No change | 4,045 | $368K |
| MKT Advisors LLC | 0.15% | No change | 4,000 | $366K |
| Vickerman Investment Advisors, Inc. | 0.08% | Reduce -2.8% | 4,012 | $365K |
| Intrust Bank NA | 0.03% | No change | 3,991 | $363K |
| RFG Advisory, LLC | 0.01% | Reduce -35.6% | 3,986 | $363K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -3.8% | 3,955 | $360K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +27.7% | 3,927 | $360K |
| Norris Perne & French LLP | 0.02% | Reduce -0.3% | 3,916 | $356K |
| HCR Wealth Advisors | 0.04% | Reduce -1.9% | 3,913 | $356K |
| Everstar Asset Management, LLC | 0.22% | Reduce -15.1% | 3,912 | $356K |
| Terril Brothers, Inc. | 0.13% | No change | 3,906 | $355K |
| NBT Bank, N.A. | 0.02% | No change | 3,890 | $354K |
| Richmond Investment Services, LLC | 0.07% | New | 3,880 | $353K |
| Accredited Investors Inc. | 0.02% | Reduce -5.6% | 3,854 | $351K |
| Dover Advisors, LLC | 0.15% | Reduce -7.9% | 3,827 | $348K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -25.2% | 3,826 | $348K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.3% | 3,813 | $347K |
| Financial Partners Group, Inc | 0.05% | Add +0.0% | 3,808 | $346K |
| AE Wealth Management LLC | 0.00% | Reduce -9.0% | 3,801 | $346K |
| Carl P. Sherr & Co., LLC | 0.17% | No change | 3,782 | $344K |
| Independence Bank of Kentucky | 0.05% | No change | 3,760 | $342K |
| Smith Anglin Financial, LLC | 0.03% | Reduce -11.7% | 3,742 | $340K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.06% | No change | 3,740 | $340K |
| Bay Capital Advisors, LLC | 0.26% | No change | 3,722 | $339K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -8.2% | 3,720 | $338K |
| Johnson Financial Group, LLC | 0.03% | Reduce -14.9% | 3,695 | $336K |
| Delta Investment Management, LLC | 0.06% | Reduce -23.0% | 3,637 | $331K |
| Harbour Investments, Inc. | 0.01% | Reduce -21.8% | 3,637 | $331K |
| Glassman Wealth Services | 0.05% | No change | 3,636 | $331K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.0% | 3,632 | $331K |
| Trueblood Wealth Management, LLC | 0.14% | Add +0.1% | 3,624 | $330K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 3,591 | $327K |
| Ally Invest Advisors Inc. | 0.03% | New | 3,561 | $324K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,550 | $323K |
| STAR Financial Bank | 0.20% | Reduce -8.4% | 3,521 | $320K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 3,490 | $318K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.0% | 3,482 | $317K |
| MV Capital Management, Inc. | 0.03% | Reduce -7.8% | 3,481 | $317K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Reduce -64.4% | 3,480 | $317K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -0.5% | 3,455 | $314K |
| Parkside Financial Bank & Trust | 0.03% | No change | 3,453 | $314K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -15.8% | 3,435 | $313K |
| Arq Wealth Advisors, LLC | 0.11% | No change | 3,750 | $312K |
| Composition Wealth, LLC | 0.01% | New | 3,431 | $312K |
| Sandy Cove Advisors, LLC | 0.11% | Add +0.1% | 3,429 | $312K |
| Walled Lake Planning & Wealth Management, LLC | 0.10% | Reduce -1.0% | 3,425 | $312K |
| Smith & Howard Wealth Management, LLC | 0.08% | Add +0.1% | 3,420 | $311K |
| Annex Advisory Services, LLC | 0.01% | Reduce -3.9% | 3,416 | $311K |
| Northeast Investment Management | 0.01% | No change | 3,402 | $310K |
| Ancora Advisors LLC | 0.01% | No change | 3,394 | $309K |
| 2UniFi Bank | 0.18% | Add +48.0% | 3,390 | $308K |
| American Trust | 0.03% | New | 3,390 | $308K |
| Wick Capital Partners, LLC | 0.08% | Add +643.9% | 25,167 | $308K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 3,351 | $305K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.9% | 3,341 | $304K |
| Destiny Capital Corp | 0.18% | Add +6.7% | 3,335 | $303K |
| Insight Inv LLC | 0.20% | Reduce -1.7% | 3,312 | $301K |
| Personal Cfo Solutions, LLC | 0.06% | Add +0.1% | 3,293 | $300K |
| Foundations Investment Advisors, LLC | 0.00% | Add +19.2% | 3,291 | $299K |
| Cove Private Wealth, LLC | 0.11% | No change | 3,290 | $299K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 3,272 | $298K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.1% | 3,264 | $297K |
| Probity Advisors, Inc. | 0.05% | Reduce -8.0% | 3,260 | $297K |
| Diversify Wealth Management, LLC | 0.02% | No change | 3,134 | $294K |
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 3,220 | $293K |
| Strategic Blueprint, LLC | 0.01% | Add +17.4% | 3,205 | $292K |
| David Wealth Management LLC | 0.22% | Add +12.8% | 3,202 | $291K |
| Security National Bank of So Dak | 0.16% | No change | 3,200 | $291K |
| High Falls Advisors, Inc | 0.06% | Reduce -11.1% | 3,200 | $291K |
| Matthew Goff Investment Advisor, LLC | 0.05% | No change | 3,199 | $291K |
| Farmers Trust Co. | 0.05% | Reduce -7.5% | 3,168 | $288K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 3,163 | $288K |
| McCarter Private Wealth Services LLC | 0.16% | New | 3,155 | $287K |
| Thomasville National Bank | 0.02% | Reduce -11.5% | 3,133 | $285K |
| Mma Asset Management LLC | 0.11% | No change | 3,116 | $283K |
| NewEdge Wealth, LLC | 0.00% | Add +4.3% | 3,059 | $282K |
| Lanark Financial, Inc. | 0.02% | No change | 3,101 | $282K |
| Alpha Cubed Investments, LLC | 0.01% | New | 3,054 | $278K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 3,036 | $276K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 3,032 | $276K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,030 | $276K |
| Bailard, Inc. | 0.01% | Reduce -2.3% | 3,003 | $273K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,000 | $273K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,993 | $272K |
| Sapient Capital LLC | 0.00% | No change | 2,985 | $272K |
| Eclectic Associates Inc. | 0.06% | No change | 2,968 | $270K |
| Dakota Wealth Management | 0.01% | No change | 2,967 | $270K |
| Motco | 0.03% | No change | 2,886 | $268K |
| Sage Financial Group Inc. | 0.02% | No change | 2,949 | $268K |
| HRT Financial LP | 0.00% | New | 2,949 | $268K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -1.8% | 2,942 | $268K |
| Stanich Group LLC | 0.24% | Reduce -19.1% | 2,875 | $267K |
| Condor Capital Management | 0.02% | No change | 2,908 | $265K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,900 | $264K |
| Creekside Partners | 0.12% | No change | 2,892 | $263K |
| Huntleigh Advisors, Inc. | 0.05% | Reduce -3.4% | 2,883 | $262K |
| Lyell Wealth Management, LP | 0.02% | No change | 2,875 | $262K |
| Assetmark, Inc. | 0.00% | Add +73.7% | 2,874 | $261K |
| Aufman Associates Inc | 0.16% | No change | 2,859 | $260K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,844 | $259K |
| Chemung Canal Trust Co. | 0.05% | No change | 2,809 | $256K |
| Modern Wealth Management, LLC | 0.01% | Reduce -2.0% | 2,805 | $255K |
| Ritholtz Wealth Management | 0.01% | New | 2,804 | $255K |
| West Bancorporation Inc. | 0.16% | No change | 2,801 | $255K |
| Independent Investors Inc. | 0.06% | No change | 2,800 | $255K |
| Eagle Global Advisors LLC | 0.01% | No change | 2,800 | $255K |
| VeraBank, N.A. | 0.05% | Reduce -0.3% | 2,798 | $255K |
| Nilsine Partners, LLC | 0.03% | New | 2,776 | $253K |
| Westmount Partners, LLC | 0.07% | No change | 2,776 | $253K |
| Farmers National Bank | 0.07% | Reduce -0.9% | 2,766 | $252K |
| Winthrop Capital Management, LLC | 0.06% | No change | 2,756 | $251K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,755 | $251K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.4% | 2,749 | $250K |
| Eagle Bay Advisors LLC | 0.21% | Reduce -2.6% | 2,747 | $250K |
| CNB Bank | 0.12% | No change | 2,737 | $249K |
| First City Capital Management, Inc. | 0.14% | No change | 2,732 | $249K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 2,728 | $248K |
| Essex Financial Services, Inc. | 0.02% | Add +4.3% | 2,726 | $248K |
| Greater Midwest Financial Group, LLC | 0.19% | Add +0.1% | 2,713 | $247K |
| Garrison Point Advisors, LLC | 0.11% | Reduce -3.6% | 2,700 | $246K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 2,700 | $246K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 2,674 | $243K |
| Advisors Management Group Inc. | 0.05% | No change | 2,672 | $243K |
| Townsend Asset Management Corp. /NC/ | 0.09% | No change | 2,670 | $243K |
| Plotkin Financial Advisors, LLC | 0.13% | No change | 2,644 | $241K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -16.1% | 2,608 | $237K |
| Paragon Private Wealth Management, LLC | 0.09% | No change | 2,592 | $236K |
| Leavell Investment Management, Inc. | 0.01% | No change | 2,572 | $234K |
| Traynor Capital Management, Inc. | 0.02% | New | 2,550 | $234K |
| Fee-Only Financial Planning, L.C. | 0.14% | No change | 2,560 | $233K |
| Lazari Capital Management, Inc. | 0.09% | Reduce -3.4% | 2,560 | $233K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 2,540 | $231K |
| Moneywise, Inc. | 0.11% | Add +0.1% | 2,529 | $230K |
| DT Investment Partners, LLC | 0.02% | No change | 2,520 | $229K |
| Teamwork Financial Advisors, LLC | 0.03% | Reduce -7.7% | 2,515 | $229K |
| Nwam LLC | 0.01% | New | 2,465 | $226K |
| Elyxium Wealth, LLC | 0.08% | No change | 2,480 | $226K |
| BIP Wealth, LLC | 0.01% | New | 2,467 | $224K |
| FSM Wealth Advisors, LLC | 0.04% | New | 2,424 | $223K |
| Park Capital Management, LLC / WI | 0.21% | Reduce -34.4% | 2,451 | $223K |
| Two Sigma Securities, LLC | 0.03% | New | 2,449 | $223K |
| Highview Capital Management LLC | 0.09% | Reduce -12.5% | 2,446 | $223K |
| Relyea Zuckerberg Hanson LLC | 0.03% | Reduce -28.9% | 2,436 | $222K |
| Csenge Advisory Group | 0.01% | New | 2,514 | $221K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.1% | 2,426 | $221K |
| Smith, Moore & Co. | 0.02% | No change | 2,423 | $220K |
| Financial Life Planners | 0.18% | Reduce -25.3% | 2,418 | $220K |
| Strategies Wealth Advisors, LLC | 0.02% | No change | 2,416 | $220K |
| IMS Capital Management | 0.10% | No change | 2,408 | $219K |
| Benchmark Wealth Management, LLC | 0.10% | New | 2,398 | $218K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,398 | $218K |
| Patriot Investment Management Group, Inc. | 0.01% | New | 2,376 | $216K |
| Chapin Davis, Inc. | 0.06% | Reduce -2.9% | 2,376 | $216K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,360 | $215K |
| Intergy Private Wealth, LLC | 0.07% | New | 2,356 | $214K |
| Radnor Capital Management, LLC | 0.03% | New | 2,352 | $214K |
| Rockbridge Investment Management, LCC | 0.02% | Reduce -5.3% | 2,336 | $213K |
| Sightline Wealth Advisors, LLC | 0.10% | New | 2,328 | $212K |
| New Insight Wealth Advisors | 0.09% | New | 2,311 | $210K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 2,303 | $209K |
| Renaissance Technologies | 0.00% | New | 2,300 | $209K |
| Legacy Financial Group LLC | 0.03% | New | 2,293 | $209K |
| TFG Advisers LLC | 0.07% | New | 2,292 | $208K |
| Liberty Wealth Management LLC | 0.03% | New | 2,289 | $208K |
| First Interstate Bank | 0.01% | New | 2,288 | $208K |
| LaFleur & Godfrey LLC | 0.03% | Reduce -6.7% | 2,287 | $208K |
| Wolff Wiese Magana LLC | 0.13% | No change | 2,285 | $208K |
| Belpointe Asset Management LLC | 0.01% | New | 2,268 | $206K |
| Good Life Advisors, LLC | 0.01% | New | 2,263 | $206K |
| CFO4Life Group, LLC | 0.03% | Reduce -23.7% | 2,250 | $205K |
| Granite Bay Wealth Management, LLC | 0.07% | New | 2,247 | $204K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 2,240 | $204K |
| Hidden Cove Wealth Management, LLC | 0.15% | New | 2,240 | $204K |
| Klingman & Associates, LLC | 0.01% | New | 2,239 | $204K |
| Roman Butler Fullerton & Co. | 0.06% | New | 2,148 | $203K |
| North Capital, Inc. | 0.17% | No change | 2,228 | $203K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,217 | $202K |
| Revolve Wealth Partners, LLC | 0.03% | New | 2,215 | $202K |
| Bennett Selby Investments LP | 0.07% | Reduce -11.9% | 2,210 | $201K |
| Gateway Wealth Partners, LLC | 0.04% | New | 2,210 | $201K |
| Colorado Capital Management, Inc. | 0.09% | New | 2,199 | $200K |
| N.E.W. Advisory Services LLC | 0.02% | No change | 2,179 | $198K |
| Nalls Sherbakoff Group, LLC | 0.14% | No change | 2,176 | $198K |
| Midwest Capital Advisors, LLC | 0.10% | No change | 2,164 | $197K |
| Wealth Preservation Advisors, LLC | 0.12% | No change | 2,131 | $194K |
| Asset Dedication, LLC | 0.01% | No change | 1,983 | $180K |
| Security National Bank | 0.03% | No change | 1,951 | $178K |
| Legacy Bridge, LLC | 0.08% | Reduce -0.2% | 1,904 | $173K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,894 | $172K |
| West Paces Advisors Inc. | 0.04% | Add +9.6% | 1,843 | $168K |
| Valley National Advisers Inc. | 0.03% | No change | 1,842 | $167K |
| CVA Family Office, LLC | 0.02% | No change | 1,804 | $164K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,795 | $163K |
| HM Payson & Co. | 0.00% | No change | 1,712 | $156K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,564 | $142K |
| Kentucky Trust Co | 0.08% | No change | 1,560 | $142K |
| Clearstead Trust, LLC | 0.03% | Reduce -32.4% | 1,560 | $142K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,554 | $141K |
| Trust Co. of Toledo NA | 0.02% | New | 1,520 | $138K |
| Peachtree Investment Partners, LLC | 0.05% | Add +0.1% | 1,513 | $138K |
| Duncker Streett & Co. Inc. | 0.02% | Reduce -5.1% | 1,500 | $136K |
| Grove Bank & Trust | 0.02% | No change | 1,472 | $134K |
| Gen-Wealth Partners Inc | 0.05% | No change | 1,440 | $131K |
| Johnson Financial Group, Inc. | 0.01% | No change | 1,411 | $128K |
| Signaturefd, LLC | 0.00% | Reduce -36.1% | 1,360 | $124K |
| Webster Bank, N. A. | 0.01% | New | 1,352 | $123K |
| S.A. Mason LLC | 0.06% | No change | 1,336 | $122K |
| PFS Partners, LLC | 0.06% | No change | 1,332 | $121K |
| Register Financial Advisors LLC | 0.05% | Reduce -14.8% | 1,300 | $118K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -12.1% | 1,271 | $116K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -87.6% | 1,262 | $115K |
| Montag A & Associates Inc. | 0.01% | No change | 1,248 | $114K |
| Main Street Group, LTD | 0.04% | Add +9.8% | 1,244 | $113K |
| Horrell Capital Management, Inc. | 0.05% | No change | 1,220 | $111K |
| Blue Trust, Inc. | 0.00% | Add +28.9% | 1,212 | $110K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,200 | $109K |
| SIMA Wealth Partners, LLC | 0.09% | No change | 1,193 | $109K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,170 | $106K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,167 | $106K |
| Founders Capital Management | 0.06% | No change | 1,126 | $102K |
| Windsor Advisory Group, LLC | 0.14% | No change | 1,076 | $98K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.9% | 1,014 | $92K |
| Financial Perspectives, Inc | 0.03% | Add +24.1% | 1,010 | $92K |
| Dunhill Financial, LLC | 0.03% | Reduce -0.1% | 1,004 | $91K |
| Total Investment Management Inc. | 0.01% | New | 984 | $90K |
| Evergreen Private Wealth LLC | 0.04% | No change | 966 | $88K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 960 | $87K |
| FSA Wealth Management LLC | 0.03% | No change | 950 | $86K |
| Tidemark, LLC | 0.03% | Reduce -22.9% | 924 | $84K |
| Smithfield Trust Co | 0.00% | No change | 914 | $83K |
| Mill Capital Management, LLC | 0.01% | Reduce -25.0% | 900 | $82K |
| Ameriflex Group, Inc. | 0.04% | Add +209.6% | 904 | $82K |
| Kings Path Partners LLC | 0.03% | Add +1.6% | 853 | $78K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -38.5% | 837 | $76K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 832 | $76K |
| Millstone Evans Group, LLC | 0.05% | No change | 827 | $75K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 771 | $70K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -58.0% | 725 | $66K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.1% | 719 | $65K |
| Hilltop National Bank | 0.02% | — | 700 | $64K |
| Rice Partnership, LLC | 0.01% | No change | 694 | $63K |
| Y.D. More Investments Ltd | 0.00% | No change | 680 | $62K |
| Caldwell Trust Co | 0.01% | No change | 679 | $62K |
| Thompson Investment Management, Inc. | 0.01% | No change | 656 | $60K |
| Milestone Investment Advisors LLC | 0.01% | No change | 608 | $55K |
| Moser Wealth Advisors, LLC | 0.03% | Reduce -28.6% | 600 | $55K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 600 | $55K |
| American National Bank & Trust | 0.01% | Add +0.5% | 584 | $53K |
| GAMMA Investing LLC | 0.00% | No change | 571 | $52K |
| Steph & Co. | 0.02% | No change | 560 | $51K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.2% | 510 | $47K |
| RMG Wealth Management LLC | 0.01% | — | 504 | $47K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $46K |
| AlphaCore Capital LLC | 0.00% | No change | 496 | $45K |
| Colonial Trust Advisors | 0.00% | No change | 495 | $45K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.0% | 486 | $44K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 464 | $43K |
| Burkett Financial Services, LLC | 0.02% | Add +0.2% | 470 | $43K |
| High Note Wealth, LLC | 0.01% | No change | 452 | $41K |
| Armor Investment Advisors, LLC | 0.02% | No change | 440 | $40K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -31.2% | 439 | $40K |
| West Branch Capital LLC | 0.01% | Reduce -58.5% | 413 | $38K |
| Rossby Financial, LCC | 0.01% | Reduce -19.6% | 413 | $38K |
| Capital Investment Counsel, Inc | 0.01% | Add +4.6% | 410 | $37K |
| IMA Advisory Services, Inc. | 0.00% | No change | 408 | $37K |
| Centennial Bank | 0.02% | No change | 400 | $36K |
| Qube Research & Technologies Ltd | 0.00% | Add +123.6% | 398 | $36K |
| Sound Income Strategies, LLC | 0.00% | Reduce -5.9% | 396 | $36K |
| Hanson & Doremus Investment Management | 0.00% | No change | 396 | $36K |
| Quaker Wealth Management, LLC | 0.01% | — | 384 | $35K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.3% | 378 | $34K |
| Palouse Capital Management, Inc. | 0.02% | No change | 368 | $33K |
| Garde Capital, Inc. | 0.00% | No change | 368 | $33K |
| Atwood & Palmer Inc. | 0.00% | No change | 365 | $33K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -70.8% | 352 | $33K |
| Abound Wealth Management | 0.01% | No change | 339 | $31K |
| Hollencrest Capital Management | 0.00% | No change | 320 | $29K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 318 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 308 | $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. | 0.00% | No change | 288 | $26K |
| CENTRAL TRUST Co | 0.00% | Add +102.1% | 287 | $26K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 281 | $26K |
| Citizens National Bank Trust Department | 0.01% | No change | 280 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 272 | $25K |
| BankPlus Trust Department | 0.01% | No change | 233 | $21K |
| Financial Connections Group, Inc. | 0.01% | Reduce -36.5% | 240 | $21K |
| Tsfg, LLC | 0.00% | No change | 232 | $21K |
| Archer Investment Corp | 0.00% | No change | 213 | $19K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | Reduce -99.6% | 210 | $19K |
| Hemington Wealth Management | 0.00% | No change | 211 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 208 | $19K |
| Creative Capital Management Investments LLC | 0.01% | No change | 204 | $19K |
| Creekmur Asset Management LLC | 0.00% | Reduce -4.7% | 203 | $18K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 201 | $18K |
| SYM FINANCIAL Corp | 0.00% | New | 200 | $18K |
| Bristlecone Advisors, LLC | 0.00% | No change | 198 | $18K |
| Rise Advisors, LLC | 0.01% | Reduce -57.2% | 195 | $18K |
| Atticus Wealth Management, LLC | 0.00% | No change | 188 | $17K |
| North Star Investment Management Corp. | 0.00% | No change | 174 | $16K |
| CoreFirst Bank & Trust | 0.01% | New | 163 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 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% | No change | 159 | $14K |
| Gleason Group, Inc. | 0.00% | No change | 154 | $14K |
| Ballast Advisors LLC | 0.00% | No change | 150 | $14K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 147 | $13K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 144 | $13K |
| Northwest Capital Management Inc | 0.01% | Reduce -87.9% | 141 | $13K |
| Stephens Consulting, LLC | 0.00% | No change | 136 | $12K |
| Trust Co | 0.00% | No change | 135 | $12K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 132 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $11K |
| Tucker Asset Management LLC | 0.00% | New | 123 | $11K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 120 | $11K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 115 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 112 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 112 | $10K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 111 | $10K |
| Bank of New Hampshire | 0.00% | Reduce -91.8% | 107 | $10K |
| Evolution Wealth Management Inc. | 0.01% | — | 100 | $9K |
| Chung Wu Investment Group, LLC | 0.01% | New | 100 | $9K |
| Transce3nd, LLC | 0.00% | No change | 98 | $9K |
| Hughes Financial Services, LLC | 0.00% | Reduce -30.9% | 94 | $9K |
| Eastern Bank | 0.00% | New | 94 | $9K |
| Sawyer & Company, Inc | 0.00% | No change | 71 | $8K |
| Avion Wealth | 0.00% | No change | 88 | $8K |
| GeoWealth Management, LLC | 0.00% | Reduce -3.4% | 86 | $8K |
| Signature Resources Capital Management, LLC | 0.00% | New | 85 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 80 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 76 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 72 | $7K |
| Creative Financial Designs Inc. | 0.00% | Reduce -96.8% | 64 | $6K |
| New Millennium Group LLC | 0.00% | No change | 60 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 58 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 72 | $5K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 48 | $4K |
| Sittner & Nelson, LLC | 0.00% | No change | 48 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 47 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 36 | $3K |
| Howe & Rusling Inc. | 0.00% | Reduce -81.3% | 31 | $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 |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -82.8% | 16 | $1K |
| Investors Research Corp | 0.00% | No change | 10 | $910 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $824 |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 8 | $728 |
| Rialto Wealth Management, LLC | 0.00% | No change | 4 | $364 |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 4 | $364 |
| Raleigh Capital Management Inc. | 0.00% | No change | 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.