iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q3 2025 (September 30)882holders +14
59new positions
37sold out
3famous investors
$95.55avg. 13F price*
At the end of Q3 2025, 882 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 14 from Q2 2025. 59 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($687.2M), Wells Fargo & Company ($580.9M) and FMR LLC ($382.0M). 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 Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares S&P Mid-Cap 400 Grow
- CUSIP
- 464287606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $14.2M |
| Exits | 37 | $38.7M |
All 13F filers, Q2 2025 → Q3 2025: 1,191,981 shares bought and 3,319,013 shares sold, net −2,127,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 882 holders
| Morgan Stanley | 0.04% | Reduce -2.5% | 7,166,220 | $687.2M |
| Wells Fargo & Company | 0.12% | Reduce -1.2% | 6,057,639 | $580.9M |
| FMR LLC | 0.02% | Reduce -3.3% | 3,983,804 | $382.0M |
| Bank of America Corp. | 0.03% | Reduce -5.8% | 3,578,326 | $343.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +1.7% | 2,194,077 | $210.4M |
| UBS Group AG | 0.04% | Add +4.9% | 2,149,276 | $206.1M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -0.5% | 1,946,602 | $186.7M |
| Raymond James Financial Inc. | 0.06% | Reduce -0.2% | 1,837,151 | $176.2M |
| Envestnet Asset Management Inc. | 0.05% | Add +3.7% | 1,823,064 | $174.8M |
| LPL Financial LLC | 0.04% | Reduce -7.2% | 1,450,581 | $139.1M |
| Financial Engines Advisors L.L.C. | 0.25% | Reduce -3.6% | 1,343,538 | $128.8M |
| D.A. Davidson & Co. | 0.71% | Add +4.7% | 1,149,366 | $110.2M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -6.4% | 1,138,071 | $109.1M |
| Northern Trust Corp. | 0.01% | Add +0.6% | 1,103,347 | $105.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.9% | 1,005,722 | $96.5M |
| JPMorgan Chase & Co. | 0.01% | Add +1.9% | 878,873 | $84.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.4% | 810,972 | $77.8M |
| MAI Capital Management | 0.44% | Add +0.2% | 731,628 | $70.2M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -19.4% | 646,460 | $62.0M |
| HighTower Advisors, LLC | 0.06% | Add +3.1% | 580,518 | $55.7M |
| Keybank National Association | 0.19% | Reduce -2.6% | 564,752 | $54.2M |
| Willis Johnson & Associates, Inc. | 3.33% | Reduce -18.1% | 559,755 | $53.7M |
| Royal Bank of Canada | 0.01% | Reduce -8.2% | 541,621 | $51.9M |
| Bank of Montreal | 0.02% | Reduce -0.6% | 519,141 | $49.8M |
| Joel Isaacson & Co., LLC | 1.76% | Add +0.3% | 508,196 | $48.7M |
| Cerity Partners LLC | 0.08% | Reduce -6.1% | 498,874 | $47.8M |
| Midland Wealth Advisors, LLC | 2.51% | Reduce -44.3% | 489,566 | $46.9M |
| Bokf, NA | 0.70% | Reduce -3.3% | 482,994 | $46.3M |
| Regions Financial Corp. | 0.30% | Add +3.3% | 482,834 | $46.3M |
| Wilmington Savings Fund Society, FSB | 1.01% | Reduce -6.2% | 438,557 | $42.1M |
| Focus Partners Wealth | 0.07% | Add +3.4% | 437,302 | $41.9M |
| Truist Financial Corp. | 0.05% | Reduce -2.9% | 406,954 | $39.0M |
| Captrust Financial Advisors | 0.08% | Reduce -7.2% | 400,732 | $38.4M |
| Jones Financial Companies LLLP | 0.03% | Add +8.9% | 392,314 | $37.7M |
| Moment Partners, LLC | 6.28% | Reduce -1.3% | 370,341 | $35.5M |
| Mariner, LLC | 0.04% | Add +3.2% | 328,919 | $31.5M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -8.2% | 304,031 | $29.2M |
| Courier Capital LLC | 1.54% | Add +0.9% | 280,629 | $26.9M |
| Lido Advisors, LLC | 0.11% | Add +5.4% | 275,004 | $26.4M |
| Savant Capital, LLC | 0.15% | Reduce -1.3% | 262,953 | $25.2M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.4% | 251,924 | $24.2M |
| Baird Financial Group, Inc. | 0.04% | Add +15.4% | 249,384 | $23.9M |
| Inspirion Wealth Advisors, LLC | 3.14% | Reduce -18.8% | 244,174 | $22.4M |
| Atlantic Union Bankshares Corp | 0.41% | Add +0.5% | 228,219 | $21.9M |
| SPC Financial, Inc. | 1.69% | Add +0.2% | 225,286 | $21.6M |
| Capital Advisors, Ltd. LLC | 2.33% | Reduce -0.4% | 215,172 | $20.6M |
| Cassaday & Co Wealth Management LLC | 0.46% | Reduce -0.7% | 207,067 | $19.9M |
| Stifel Financial Corp. | 0.02% | Reduce -1.5% | 206,341 | $19.8M |
| Cetera Investment Advisers | 0.02% | Add +12.8% | 204,988 | $19.7M |
| Hudson Capital Management LLC | 4.94% | Add +1.6% | 188,098 | $18.0M |
| Creative Planning | 0.01% | Reduce -1.3% | 186,626 | $17.9M |
| Salomon & Ludwin, LLC | 1.61% | Reduce -1.7% | 185,177 | $17.9M |
| Equitable Holdings, Inc. | 0.13% | Add +23.4% | 183,508 | $17.6M |
| Sterling Financial Planning, Inc. | 5.45% | Add +1.1% | 180,213 | $17.3M |
| Kestra Advisory Services, LLC | 0.08% | Add +0.1% | 172,776 | $16.6M |
| Comerica Bank | 0.06% | Reduce -2.2% | 164,008 | $15.7M |
| Integrated Wealth Concepts LLC | 0.14% | Add +0.0% | 160,797 | $15.4M |
| Texas Yale Capital Corp. | 0.48% | Reduce -0.1% | 159,497 | $15.3M |
| 1834 Investment Advisors Co. | 1.86% | Reduce -5.0% | 157,952 | $15.1M |
| Argent Trust Co | 0.51% | Add +4.6% | 151,027 | $14.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -0.8% | 146,088 | $14.0M |
| Ifrah Financial Services, Inc. | 3.55% | Reduce -0.5% | 142,994 | $13.7M |
| Cullen/Frost Bankers, Inc. | 0.16% | Reduce -2.2% | 142,960 | $13.7M |
| Waverly Advisors, LLC | 0.14% | Reduce -0.9% | 142,158 | $13.6M |
| GHP Investment Advisors, Inc. | 0.57% | Reduce -0.6% | 142,029 | $13.6M |
| Fifth Third Bancorp | 0.04% | Add +2.1% | 138,780 | $13.3M |
| First Merchants Corp. | 0.50% | Reduce -3.0% | 138,572 | $13.3M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +1.6% | 126,373 | $12.1M |
| US Bancorp \de | 0.01% | Reduce -2.4% | 111,599 | $10.7M |
| AlTi Global, Inc. | 0.25% | Reduce -29.4% | 109,075 | $10.5M |
| White Pine Investment CO | 2.28% | Add +1.0% | 100,140 | $9.6M |
| Blue Edge Capital, LLC | 1.36% | Add +0.1% | 99,728 | $9.6M |
| JFS Wealth Advisors, LLC | 0.53% | Add +3.3% | 95,025 | $9.1M |
| Broadview Financial Management, LLC | 6.08% | Reduce -3.9% | 93,953 | $9.0M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Reduce -2.8% | 89,557 | $8.6M |
| Mill Creek Capital Advisors, LLC | 0.17% | No change | 87,592 | $8.4M |
| Associated Banc-Corp | 0.22% | Reduce -1.6% | 87,498 | $8.4M |
| SOA Wealth Advisors, LLC. | 1.32% | Reduce -13.9% | 84,586 | $8.1M |
| Bryn Mawr Trust Advisors, LLC | 0.40% | Reduce -0.2% | 84,550 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -22.1% | 81,497 | $7.8M |
| StoneX Group Inc. | 0.33% | Add +0.1% | 79,351 | $7.6M |
| Rodgers & Associates, LTD | 0.77% | Reduce -5.4% | 78,287 | $7.5M |
| Callan Family Office, LLC | 0.24% | Reduce -7.6% | 78,171 | $7.5M |
| Oldfather Financial Services, LLC | 2.33% | Add +4.6% | 78,068 | $7.5M |
| Denver PWM, LLC | 2.32% | No change | 81,628 | $7.4M |
| Greenleaf Trust | 0.07% | Reduce -0.7% | 76,543 | $7.3M |
| Heritage Trust Co | 0.77% | Reduce -0.0% | 75,620 | $7.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -3.6% | 75,467 | $7.2M |
| DDFG, Inc | 1.66% | Add +23.6% | 74,895 | $7.2M |
| First Citizens Financial Corp | 3.53% | Add +2.3% | 74,523 | $7.1M |
| Mechanics Bank Trust Department | 0.99% | Reduce -0.7% | 73,295 | $7.0M |
| JNBA Financial Advisors | 0.61% | Reduce -3.4% | 69,983 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +5.4% | 68,226 | $6.5M |
| Citigroup Inc. | 0.00% | Add +49.4% | 66,832 | $6.4M |
| HB Wealth Management, LLC | 0.04% | Add +3.5% | 66,518 | $6.4M |
| Goelzer Investment Management, Inc. | 0.34% | Reduce -3.0% | 66,331 | $6.4M |
| Centerpoint Advisors, LLC | 1.89% | Reduce -0.5% | 63,636 | $6.1M |
| Independence Financial Advisors, LLC | 1.86% | Add +5.4% | 63,635 | $6.1M |
| Idaho Trust Co | 2.03% | Add +21.5% | 62,739 | $6.0M |
| World Investment Advisors | 0.12% | Reduce -87.3% | 61,660 | $5.9M |
| InvesTrust | 2.12% | Reduce -0.1% | 60,384 | $5.8M |
| Guidance Point Advisors, LLC | 1.43% | Reduce -4.4% | 59,695 | $5.7M |
| Sunbelt Securities, Inc. | 0.39% | Add +4.0% | 59,335 | $5.7M |
| Asset Management Group, Inc. | 0.90% | Reduce -1.4% | 57,227 | $5.5M |
| Citizens Financial Group Inc. | 0.07% | Reduce -2.0% | 54,082 | $5.2M |
| Corient Private Wealth LP | 0.01% | Add +8.0% | 53,757 | $5.2M |
| Farther Finance Advisors, LLC | 0.08% | Add +4.0% | 53,083 | $5.1M |
| Causey Wealth LLC | 2.39% | Add +4.0% | 51,072 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 50,756 | $4.9M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -8.0% | 50,068 | $4.8M |
| BNP Paribas Financial Markets | 0.00% | Add +1250000.0% | 50,004 | $4.8M |
| Becker Capital Management Inc. | 0.14% | Reduce -0.0% | 49,947 | $4.8M |
| Berman McAleer LLC | 0.67% | — | 49,771 | $4.8M |
| Fulton Breakefield Broenniman LLC | 0.31% | Reduce -2.5% | 49,448 | $4.7M |
| Tritonpoint Wealth, LLC | 0.40% | Reduce -6.4% | 48,442 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.9% | 48,174 | $4.6M |
| M&T Bank Corp | 0.02% | Reduce -24.4% | 46,724 | $4.5M |
| Brightwater Advisory LLC | 3.05% | Reduce -2.0% | 46,293 | $4.4M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -1.9% | 45,644 | $4.4M |
| Neumann Capital Management, LLC | 1.27% | Add +3.3% | 45,295 | $4.3M |
| Perkins Coie Trust Co | 0.81% | Reduce -1.4% | 44,661 | $4.3M |
| Circle Wealth Management, LLC | 0.08% | No change | 44,000 | $4.2M |
| Fifth Third Wealth Advisors LLC | 0.15% | Reduce -8.7% | 43,752 | $4.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +1.1% | 43,442 | $4.2M |
| BKM Wealth Management, LLC | 1.54% | Reduce -0.6% | 43,425 | $4.2M |
| Weinberger Asset Management, Inc | 1.50% | Reduce -4.6% | 43,238 | $4.1M |
| Jmac Enterprises LLC | 0.80% | Add +0.3% | 42,088 | $4.0M |
| Soltis Investment Advisors LLC | 0.28% | Add +5.6% | 41,493 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.0% | 40,889 | $3.9M |
| UMB Bank, n.a. | 0.06% | Reduce -4.0% | 39,269 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -10.1% | 38,896 | $3.7M |
| Lee, Kelleher & Klein Wealth Management | 2.30% | Add +0.5% | 38,863 | $3.7M |
| Cranbrook Wealth Management, LLC | 0.74% | Reduce -6.1% | 38,519 | $3.7M |
| Global Retirement Partners, LLC | 0.08% | Reduce -1.4% | 38,260 | $3.7M |
| CFS Investment Advisory Services, LLC | 0.27% | Reduce -0.0% | 37,620 | $3.7M |
| LTG Capital LLC | 2.87% | Reduce -1.5% | 37,978 | $3.6M |
| Transcendent Capital Group LLC | 1.62% | Reduce -14.3% | 37,787 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Add +9.2% | 37,693 | $3.6M |
| Anb Bank | 1.45% | Reduce -5.7% | 37,374 | $3.6M |
| Trail Ridge Investment Advisors, LLC | 1.60% | Add +1.7% | 37,246 | $3.6M |
| M1 Capital Management LLC | 1.53% | Reduce -6.2% | 36,986 | $3.5M |
| First Hawaiian Bank | 0.45% | Reduce -3.1% | 36,473 | $3.5M |
| Midwest Trust Co | 0.05% | Reduce -2.3% | 36,395 | $3.5M |
| Clearstead Advisors, LLC | 0.05% | Reduce -2.6% | 35,881 | $3.4M |
| Maltin Wealth Management, Inc. | 1.37% | Add +2.1% | 34,480 | $3.3M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +2.5% | 34,411 | $3.3M |
| SOL Capital Management CO | 0.29% | Add +21.9% | 34,023 | $3.3M |
| Fifth Third Securities, Inc. | 0.22% | Add +16.8% | 33,758 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +4.4% | 33,757 | $3.2M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -5.1% | 33,735 | $3.2M |
| Ironwood Financial, llc | 0.57% | Add +9.4% | 33,656 | $3.2M |
| Triangle Securities Wealth Management | 0.71% | Add +0.1% | 32,863 | $3.2M |
| Cwm, LLC | 0.01% | Reduce -1.1% | 32,527 | $3.1M |
| &partners | 0.02% | Add +49.5% | 32,367 | $3.1M |
| Dumont & Blake Investment Advisors LLC | 0.75% | Add +0.3% | 32,163 | $3.1M |
| Segment Wealth Management, LLC | 0.18% | No change | 31,700 | $3.0M |
| Sigma Planning Corp | 0.09% | Reduce -6.0% | 31,258 | $3.0M |
| Blair William & Co. | 0.01% | Add +0.2% | 29,934 | $2.9M |
| United Bank | 0.34% | Add +2.7% | 29,877 | $2.9M |
| Main Management LLC | 0.21% | Reduce -11.3% | 29,707 | $2.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +6.8% | 29,677 | $2.8M |
| Stordahl Capital Management, Inc. | 0.59% | Reduce -0.1% | 29,051 | $2.8M |
| Founders Grove Wealth Partners, LLC | 0.65% | Reduce -7.3% | 28,864 | $2.8M |
| Commerce Bank | 0.02% | Reduce -2.2% | 28,475 | $2.7M |
| Pacific Financial Group Inc. | 2.02% | Reduce -1.1% | 28,452 | $2.7M |
| Somerset Group LLC | 2.16% | Add +18.7% | 28,419 | $2.7M |
| Performance Wealth Partners, LLC | 0.07% | Reduce -3.8% | 27,484 | $2.6M |
| Alpine Bank Wealth Management | 0.37% | No change | 27,450 | $2.6M |
| Teachers Insurance & Annuity Association of America | 3.11% | No change | 27,171 | $2.6M |
| GC Wealth Management RIA, LLC | 0.08% | Reduce -4.6% | 26,789 | $2.6M |
| Spire Wealth Management | 0.09% | Reduce -1.8% | 26,742 | $2.6M |
| Ullmann Wealth Partners Group, LLC | 0.28% | Reduce -0.6% | 26,710 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.9% | 26,707 | $2.6M |
| Horizon Family Wealth, Inc. | 1.39% | Add +5.5% | 25,197 | $2.4M |
| Vance Wealth, LLC | 0.74% | Reduce -3.1% | 24,949 | $2.4M |
| CX Institutional | 0.07% | Add +4.1% | 24,316 | $2.3M |
| Retirement Planning Group, LLC | 0.08% | Reduce -3.5% | 24,252 | $2.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.50% | Add +52.6% | 23,927 | $2.3M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -11.6% | 23,927 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +0.5% | 23,436 | $2.2M |
| Bessemer Group Inc. | 0.00% | No change | 23,240 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +129.8% | 23,179 | $2.2M |
| Foundation Wealth Management, LLC | 1.51% | Add +5.0% | 23,062 | $2.2M |
| Smith Shellnut Wilson LLC | 0.85% | Reduce -1.3% | 23,028 | $2.2M |
| Farmers & Merchants Investments Inc. | 0.06% | Add +0.6% | 22,938 | $2.2M |
| Rwa Wealth Partners, LLC | 0.02% | Add +0.7% | 22,586 | $2.2M |
| Codex Capital Asset Management L.L.C. | 0.81% | No change | 22,500 | $2.2M |
| Stenger Family Office, LLC | 0.44% | Reduce -0.6% | 22,010 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +1.6% | 22,426 | $2.2M |
| PFG Advisors | 0.09% | New | 22,331 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +89.8% | 22,196 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.77% | Reduce -0.9% | 22,125 | $2.1M |
| Operose Advisors LLC | 0.53% | Add +0.0% | 21,989 | $2.1M |
| Corundum Trust Company, INC | 4.52% | No change | 21,744 | $2.1M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | No change | 21,652 | $2.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +19.9% | 21,523 | $2.1M |
| POM Investment Strategies, LLC | 1.12% | Reduce -13.1% | 21,511 | $2.1M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -0.8% | 21,277 | $2.0M |
| Aft, Forsyth & Company, Inc. | 0.97% | Add +0.0% | 21,170 | $2.0M |
| One Capital Management, LLC | 0.06% | Reduce -5.2% | 20,711 | $2.0M |
| Davis Investment Partners, LLC | 0.68% | No change | 20,650 | $2.0M |
| Tiemann Investment Advisors, LLC | 0.73% | Add +0.4% | 19,995 | $1.9M |
| Darrow Company, Inc. | 0.88% | Reduce -0.8% | 20,079 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Reduce -15.2% | 19,814 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +180.4% | 19,746 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.3% | 19,536 | $1.9M |
| C2C Wealth Management, LLC | 1.60% | No change | 19,475 | $1.9M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -6.5% | 19,322 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.2% | 19,285 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +13.8% | 19,162 | $1.8M |
| Rehmann Capital Advisory Group | 0.10% | Reduce -0.2% | 19,105 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.6% | 18,997 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -6.5% | 18,917 | $1.8M |
| Wellspring Financial Advisors, LLC | 0.17% | Add +0.0% | 18,860 | $1.8M |
| Whittier Trust Co. | 0.02% | No change | 18,700 | $1.8M |
| Dana Investment Advisors, Inc. | 0.05% | Add +5.8% | 18,632 | $1.8M |
| Meridian Wealth Management, LLC | 0.07% | Add +33.2% | 18,350 | $1.8M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.85% | Add +21.8% | 18,234 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +8.7% | 18,107 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Reduce -20.5% | 17,919 | $1.7M |
| Columbia Bank | 0.48% | Add +2.7% | 17,954 | $1.7M |
| Grey Ledge Advisors, LLC | 0.39% | Add +17.5% | 17,827 | $1.7M |
| Old National Bancorp | 0.03% | Add +69.0% | 17,830 | $1.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.30% | Reduce -4.3% | 17,814 | $1.7M |
| Crestwood Advisors Group, LLC | 0.03% | No change | 17,806 | $1.7M |
| River Wealth Advisors LLC | 0.20% | Add +11.9% | 17,589 | $1.7M |
| Axis Wealth Partners, LLC | 0.98% | Add +26.6% | 17,437 | $1.7M |
| Peregrine Asset Advisers, Inc. | 0.50% | Reduce -0.7% | 17,259 | $1.7M |
| Allegheny Financial Group | 0.31% | Add +1.0% | 17,045 | $1.6M |
| Trust Co. of Vermont | 0.07% | Reduce -1.9% | 16,864 | $1.6M |
| Anderson Hoagland & Co. | 0.14% | No change | 16,582 | $1.6M |
| Novak & Powell Financial Services, Inc. | 0.83% | Add +168.5% | 16,506 | $1.6M |
| Verdence Capital Advisors LLC | 0.09% | Add +4.5% | 15,909 | $1.6M |
| Moneco Advisors, LLC | 0.13% | Reduce -9.7% | 16,022 | $1.5M |
| AQR Capital Management | 0.00% | Add +50.2% | 15,997 | $1.5M |
| Slow Capital, Inc. | 0.18% | Reduce -8.1% | 15,958 | $1.5M |
| Future Fund LLC | 0.54% | No change | 15,914 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -55.3% | 15,869 | $1.5M |
| Heck Capital Advisors, LLC | 0.12% | Reduce -5.5% | 15,685 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -1.6% | 15,109 | $1.4M |
| TAGStone Capital, Inc. | 0.57% | Reduce -7.6% | 15,089 | $1.4M |
| Finley Financial, LLC | 0.67% | No change | 15,037 | $1.4M |
| Glenmede Investment Management, LP | 0.01% | Reduce -7.1% | 15,025 | $1.4M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -65.2% | 15,000 | $1.4M |
| Fulton Bank, N.A. | 0.05% | Add +0.6% | 14,863 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.5% | 14,588 | $1.4M |
| LBMC Investment Advisors, LLC | 0.09% | Add +0.1% | 14,502 | $1.4M |
| Ellis Investment Partners, LLC | 0.25% | Reduce -0.6% | 14,500 | $1.4M |
| Vicus Capital | 0.10% | Add +2.4% | 14,249 | $1.4M |
| Watchman Group, Inc. | 0.33% | Reduce -8.5% | 14,097 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -1.6% | 13,920 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -0.4% | 13,902 | $1.3M |
| Kozak & Associates, Inc. | 0.26% | Reduce -4.4% | 14,260 | $1.3M |
| Pittenger & Anderson Inc. | 0.05% | No change | 13,800 | $1.3M |
| Patten Group, Inc. | 0.26% | Reduce -5.4% | 13,717 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | Add +4.1% | 13,609 | $1.3M |
| Private Wealth Asset Management, LLC | 0.15% | Reduce -1.2% | 13,600 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.2% | 13,519 | $1.3M |
| Argent Advisors, Inc. | 0.38% | Reduce -2.7% | 13,493 | $1.3M |
| YHB Investment Advisors, Inc. | 0.09% | Reduce -0.2% | 13,387 | $1.3M |
| City Holding Co. | 0.16% | Reduce -0.3% | 13,346 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +86.4% | 13,205 | $1.3M |
| Mowery & Schoenfeld Wealth Management, LLC | 2.17% | No change | 13,200 | $1.3M |
| First Horizon Corp. | 0.06% | — | 13,048 | $1.3M |
| Park Place Capital Corp | 0.26% | Reduce -10.7% | 12,819 | $1.2M |
| Synovus Financial Corp. | 0.01% | Add +0.8% | 12,752 | $1.2M |
| Principal Securities, Inc. | 0.02% | Reduce -3.4% | 12,685 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +32.2% | 12,475 | $1.2M |
| Ruggaard & Associates LLC | 0.44% | Reduce -0.1% | 12,382 | $1.2M |
| AMG National Trust Bank | 0.03% | Reduce -15.4% | 12,371 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Reduce -0.3% | 12,280 | $1.2M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -2.2% | 12,213 | $1.2M |
| Allworth Financial LP | 0.01% | Add +3.4% | 12,139 | $1.2M |
| Brighton Jones LLC | 0.03% | Add +62.1% | 12,105 | $1.2M |
| Embree Financial Group | 0.16% | Add +0.1% | 12,080 | $1.2M |
| SCS Capital Management LLC | 0.01% | Add +0.1% | 12,009 | $1.2M |
| Country Club Bank | 0.07% | Add +0.6% | 11,997 | $1.2M |
| Bank of Stockton | 0.33% | Reduce -4.2% | 11,965 | $1.1M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.4% | 11,843 | $1.1M |
| Summit Financial, LLC | 0.02% | Add +0.0% | 11,723 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -18.5% | 11,696 | $1.1M |
| Fiduciary Alliance LLC | 0.08% | Add +0.1% | 11,695 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -4.6% | 11,680 | $1.1M |
| Aprio Wealth Management, LLC | 0.11% | Add +0.0% | 11,640 | $1.1M |
| TD Private Client Wealth LLC | 0.03% | Reduce -2.3% | 11,603 | $1.1M |
| Citadel Advisors | 0.00% | Add +153.0% | 11,579 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | No change | 12,067 | $1.1M |
| Breakwater Capital Group | 0.16% | Add +2.2% | 11,485 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +18.7% | 11,474 | $1.1M |
| Stephens Inc. | 0.01% | Reduce -2.0% | 11,470 | $1.1M |
| Stratos Investment Management, LLC | 0.05% | Reduce -0.5% | 11,454 | $1.1M |
| Fortitude Family Office, LLC | 0.30% | New | 11,440 | $1.1M |
| Marietta Wealth Management, LLC | 0.13% | Add +0.3% | 11,252 | $1.1M |
| Bangor Savings Bank | 0.09% | Add +11.8% | 11,168 | $1.1M |
| Vanguard Group Inc. | 0.00% | Reduce -1.7% | 11,146 | $1.1M |
| MainStreet Investment Advisors LLC | 0.14% | Reduce -0.1% | 11,093 | $1.1M |
| Front Row Advisors LLC | 0.36% | No change | 11,086 | $1.1M |
| Laurel Wealth Advisors LLC | 0.15% | No change | 11,073 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.4% | 10,934 | $1.0M |
| Capital Analysts, LLC | 0.03% | No change | 10,862 | $1.0M |
| OneAscent Family Office, LLC | 0.85% | No change | 10,861 | $1.0M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 10,812 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -5.7% | 10,750 | $1.0M |
| Western Wealth Management, LLC | 0.05% | Add +2.5% | 10,703 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -4.5% | 10,657 | $1.0M |
| Meridian Investment Counsel Inc. | 0.25% | No change | 10,644 | $1.0M |
| Renasant Bank | 0.64% | Reduce -5.5% | 10,578 | $1.0M |
| Dearborn Partners LLC | 0.05% | Reduce -2.9% | 10,505 | $1.0M |
| RKL Wealth Management LLC | 0.09% | Add +0.1% | 10,481 | $1.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | Add +0.1% | 10,464 | $1.0M |
| PKS Advisory Services, LLC | 0.23% | Reduce -3.7% | 10,445 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +1.5% | 10,313 | $989K |
| Ballentine Partners, LLC | 0.01% | No change | 10,260 | $984K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.6% | 10,249 | $983K |
| First Trust Advisors LP | 0.00% | New | 10,133 | $972K |
| Heartwood Wealth Advisors LLC | 0.09% | No change | 10,059 | $965K |
| Harbour Capital Advisors, LLC | 0.20% | No change | 10,055 | $961K |
| Tiaa Trust, National Association | 0.00% | Add +0.8% | 9,896 | $949K |
| Private Trust Co. NA | 0.08% | Add +0.2% | 9,830 | $943K |
| Cadence Bank | 0.06% | Reduce -0.3% | 9,830 | $943K |
| WealthShield Partners, LLC | 0.11% | Reduce -0.7% | 9,760 | $936K |
| Atlas Brown,Inc. | 0.28% | Reduce -2.6% | 9,703 | $930K |
| Griffin Asset Management, Inc. | 0.10% | Reduce -2.7% | 9,665 | $927K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.4% | 9,566 | $917K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.1% | 9,447 | $916K |
| Venture Visionary Partners LLC | 0.03% | Add +1.9% | 9,252 | $887K |
| Fayez Sarofim & Co | 0.00% | No change | 9,249 | $887K |
| Financial Alternatives, Inc | 0.53% | No change | 9,084 | $871K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.3% | 9,075 | $870K |
| Oakworth Capital, Inc. | 0.05% | No change | 9,040 | $867K |
| Chilton Investment Co. Inc. | 0.02% | Add +17.1% | 9,020 | $865K |
| BlackRock, Inc. | 0.00% | Reduce -21.9% | 8,990 | $862K |
| Avior Wealth Management, LLC | 0.03% | Add +0.3% | 8,979 | $861K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -11.7% | 8,972 | $860K |
| Truepoint, Inc. | 0.02% | Add +0.0% | 8,923 | $856K |
| NTV Asset Management LLC | 0.09% | Reduce -4.3% | 8,920 | $855K |
| Benjamin Edwards Inc. | 0.01% | Add +10.0% | 8,899 | $853K |
| KMG Fiduciary Partners, LLC | 0.06% | No change | 8,855 | $849K |
| Fairscale Capital, LLC | 0.58% | No change | 8,725 | $837K |
| Topsail Wealth Management, LLC | 0.14% | Reduce -0.1% | 8,691 | $833K |
| Atlantic Edge Private Wealth Management, LLC | 0.21% | No change | 8,583 | $823K |
| Quantinno Capital Management LP | 0.00% | Add +34.9% | 8,537 | $819K |
| Tudor Financial Inc. | 0.43% | No change | 8,472 | $812K |
| Brandywine Oak Private Wealth LLC | 0.07% | Reduce -5.8% | 8,414 | $807K |
| Welch & Forbes LLC | 0.01% | Reduce -0.2% | 8,403 | $806K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -27.1% | 8,224 | $791K |
| Bridges Investment Management Inc. | 0.01% | No change | 8,215 | $788K |
| Compton Wealth Advisory Group, LLC | 0.18% | Add +1.2% | 8,099 | $777K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -20.8% | 8,085 | $775K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -1.5% | 8,068 | $774K |
| Gables Capital Management Inc. | 0.33% | No change | 8,016 | $769K |
| SouthState Bank Corp | 0.04% | Reduce -37.1% | 7,993 | $766K |
| Montecito Bank & Trust | 0.12% | — | 7,962 | $763K |
| Crescent Grove Advisors, LLC | 0.07% | No change | 7,916 | $759K |
| Choreo, LLC | 0.01% | Add +0.1% | 7,846 | $752K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.9% | 7,843 | $752K |
| Corsair Capital Management, L.P. | 0.13% | No change | 7,833 | $751K |
| Milestones Private Investment Advisors LLC | 0.51% | No change | 7,811 | $749K |
| Marquette Associates, Inc. | 0.89% | No change | 7,709 | $739K |
| TCV Trust & Wealth Management, Inc. | 0.06% | Reduce -10.1% | 7,689 | $737K |
| Outlook Wealth Advisors, LLC | 0.18% | Reduce -5.0% | 7,660 | $735K |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -18.7% | 7,606 | $729K |
| RFG Advisory, LLC | 0.02% | Add +90.6% | 7,599 | $729K |
| Arkadios Wealth Advisors | 0.02% | Add +1.9% | 7,583 | $727K |
| Allen Investment Management, LLC | 0.01% | No change | 7,556 | $725K |
| Peterson Wealth Advisors, LLC | 0.11% | Add +0.2% | 7,580 | $724K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -0.4% | 7,522 | $721K |
| United Community Bank | 0.22% | No change | 7,402 | $710K |
| Evoke Wealth, LLC | 0.01% | Reduce -38.2% | 7,380 | $708K |
| Parallel Advisors, LLC | 0.01% | Reduce -14.5% | 7,366 | $706K |
| ProVise Management Group, LLC | 0.05% | Reduce -0.9% | 7,321 | $702K |
| Harbor Investment Advisory, LLC | 0.06% | Add +3.8% | 7,303 | $700K |
| Busey Bank | 0.02% | Add +0.3% | 7,286 | $699K |
| Awm Capital, LLC | 0.06% | No change | 7,224 | $693K |
| Hubbell Strickland Wealth Management, LLC | 0.28% | Reduce -13.5% | 7,215 | $692K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 7,164 | $691K |
| Glenview Trust Co | 0.01% | Reduce -4.5% | 7,194 | $690K |
| Hickory Point Bank & Trust | 0.51% | No change | 7,181 | $689K |
| Private Management Group Inc. | 0.02% | No change | 7,165 | $687K |
| Cobblestone Capital Advisors LLC | 0.03% | Add +2.7% | 7,153 | $686K |
| Texas Bank & Trust Co | 0.26% | Reduce -7.6% | 7,119 | $683K |
| Davidson Trust Co. | 0.28% | Add +6.2% | 7,118 | $683K |
| Focus Financial Network, Inc. | 0.02% | Add +2.7% | 7,102 | $681K |
| River Street Advisors LLC | 0.26% | Add +0.5% | 7,090 | $680K |
| Park Avenue Securities LLC | 0.01% | New | 7,083 | $679K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 7,056 | $677K |
| HRT Financial LP | 0.00% | Add +138.2% | 7,024 | $673K |
| Corundum Group, Inc. | 0.28% | No change | 7,000 | $671K |
| Prospera Financial Services Inc | 0.01% | Add +6.7% | 6,940 | $667K |
| Armstrong Advisory Group, Inc. | 0.05% | No change | 6,921 | $664K |
| Prosperity Planning, Inc. | 0.25% | Reduce -1.5% | 6,916 | $663K |
| Great Lakes Advisors, LLC | 0.01% | No change | 6,907 | $662K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -5.0% | 6,864 | $658K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -5.6% | 6,837 | $656K |
| Parcion Private Wealth LLC | 0.04% | No change | 6,804 | $652K |
| FineMark National Bank & Trust | 0.02% | Reduce -0.0% | 6,795 | $652K |
| Alerus Financial NA | 0.03% | No change | 6,790 | $651K |
| IFP Advisors, Inc | 0.02% | Add +8.0% | 6,666 | $639K |
| Pacific Sun Financial Corp | 0.31% | No change | 6,662 | $639K |
| Cahaba Wealth Management, Inc. | 0.05% | No change | 6,630 | $636K |
| Key Financial Inc | 0.12% | Reduce -2.4% | 6,617 | $636K |
| Bonfire Financial | 0.49% | Add +0.0% | 6,617 | $634K |
| Guerra Pan Advisors, LLC | 0.38% | No change | 6,613 | $634K |
| Veracity Capital LLC | 0.20% | Reduce -0.1% | 6,571 | $630K |
| Glen Eagle Advisors, LLC | 0.09% | Reduce -0.3% | 6,548 | $628K |
| Smith & Howard Wealth Management, LLC | 0.15% | Add +90.3% | 6,510 | $624K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -12.7% | 6,500 | $623K |
| Richards, Merrill & Peterson, Inc. | 0.27% | No change | 6,471 | $621K |
| Johnson Investment Counsel Inc. | 0.01% | Add +2.7% | 6,449 | $618K |
| Legacy Private Trust Co. | 0.04% | Reduce -0.1% | 6,396 | $613K |
| Daner Wealth Management, LLC | 0.40% | No change | 6,461 | $611K |
| Washington Trust Bank | 0.04% | No change | 6,371 | $611K |
| Keel Point, LLC | 0.04% | Add +0.1% | 6,361 | $610K |
| MSH Capital Advisors LLC | 0.16% | No change | 6,340 | $608K |
| Mather Group, Llc. | 0.01% | No change | 6,301 | $604K |
| Signature Wealth Management Partners, LLC | 0.32% | No change | 6,300 | $604K |
| Hershey Financial Advisers, LLC | 0.52% | New | 6,290 | $603K |
| Palisade Asset Management, LLC | 0.06% | No change | 6,257 | $600K |
| LexAurum Advisors, LLC | 0.09% | Reduce -0.5% | 6,246 | $599K |
| Greenup Street Wealth Management LLC | 0.09% | Reduce -94.1% | 6,239 | $598K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,134 | $588K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.24% | Add +0.1% | 6,070 | $582K |
| Mission Wealth Management, LP | 0.01% | Add +0.0% | 6,045 | $580K |
| United Capital Financial Advisors, LLC | 0.00% | Add +8.3% | 6,035 | $579K |
| Royal Fund Management, LLC | 0.07% | Reduce -16.1% | 6,007 | $577K |
| RPS Advisory Solutions LLC | 0.28% | Reduce -2.9% | 6,019 | $577K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Add +0.0% | 5,998 | $575K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 5,900 | $566K |
| IFG Advisors, LLC | 0.09% | No change | 5,882 | $564K |
| Stephen J. Garry & Associates, LLC | 0.45% | No change | 5,860 | $562K |
| Independent Wealth Network Inc. | 0.18% | Add +0.7% | 5,839 | $560K |
| Hazlett, Burt & Watson, Inc. | 0.20% | Add +5.2% | 5,832 | $558K |
| Betterment LLC | 0.00% | Reduce -4.8% | 5,765 | $553K |
| VestGen Advisors, LLC | 0.02% | No change | 5,757 | $552K |
| Aviso Financial Inc. | 0.02% | Add +6.0% | 5,722 | $549K |
| Ibex Wealth Advisors | 0.05% | New | 5,721 | $549K |
| Fiduciary Financial Group, LLC | 0.09% | Add +36.1% | 5,655 | $542K |
| Wesbanco Bank Inc. | 0.02% | Reduce -0.8% | 5,649 | $542K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 5,629 | $540K |
| Harbour Trust & Investment Management Co | 0.06% | No change | 5,583 | $535K |
| Hilltop Holdings Inc. | 0.03% | No change | 5,550 | $532K |
| Geometric Wealth Advisors | 0.07% | No change | 5,537 | $531K |
| Valeo Financial Advisors, LLC | 0.01% | Add +12.6% | 5,459 | $523K |
| Sunpointe, LLC | 0.19% | No change | 5,444 | $522K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.4% | 5,422 | $520K |
| CRA Financial Services, LLC | 0.07% | Reduce -1.4% | 5,414 | $519K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 5,408 | $519K |
| American Financial & Tax Strategies Inc. | 0.26% | No change | 5,406 | $518K |
| 21 West Wealth Management LLC | 0.49% | No change | 5,404 | $518K |
| 626 Financial, LLC | 0.23% | No change | 5,380 | $516K |
| Evergreen Capital Management LLC | 0.01% | Add +4.8% | 5,370 | $515K |
| Net Worth Advisory Group | 0.15% | Reduce -87.3% | 5,362 | $514K |
| Meridian Financial Advisors, LLC | 0.29% | Reduce -9.9% | 5,354 | $513K |
| Highland Capital Management, LLC | 0.03% | No change | 5,314 | $510K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.1% | 5,311 | $509K |
| Dentgroup LLC | 0.33% | No change | 5,294 | $508K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.7% | 5,293 | $508K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.2% | 5,244 | $503K |
| Montis Financial, LLC | 0.12% | New | 5,227 | $501K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -3.6% | 5,188 | $501K |
| Mattern Wealth Management LLC | 0.10% | Reduce -1.4% | 5,161 | $495K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,083 | $486K |
| Mosaic Family Wealth Partners, LLC | 0.06% | No change | 5,051 | $484K |
| Merkkuri Wealth Advisors LLC | 0.35% | Add +0.2% | 4,990 | $479K |
| Haverford Trust Co | 0.00% | No change | 4,976 | $477K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +53.4% | 4,940 | $474K |
| Mezzasalma Advisors, LLC | 0.12% | No change | 4,903 | $470K |
| Petra Financial Advisors Inc. | 0.27% | No change | 4,901 | $470K |
| Sowell Financial Services LLC | 0.02% | Add +0.1% | 4,892 | $469K |
| Tompkins Financial Corp. | 0.04% | No change | 4,858 | $466K |
| Allium Financial Advisors, LLC | 0.38% | No change | 4,838 | $464K |
| Jacobi Capital Management LLC | 0.03% | No change | 4,811 | $461K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -5.9% | 4,796 | $460K |
| Brass Tax Wealth Management, Inc. | 0.08% | Add +0.2% | 4,791 | $459K |
| Clarity Financial LLC | 0.05% | New | 4,784 | $459K |
| MidAtlantic Capital Management, Inc. | 0.31% | No change | 4,739 | $454K |
| Saxon Interests, Inc. | 0.18% | Add +0.5% | 4,769 | $454K |
| Sawgrass Asset Management LLC | 0.06% | No change | 4,721 | $453K |
| Biltmore Family Office, LLC | 0.06% | No change | 4,674 | $448K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -2.0% | 4,653 | $446K |
| Friday Financial | 0.19% | No change | 4,638 | $445K |
| PCG Wealth Advisors, LLC | 0.13% | Reduce -1.3% | 4,566 | $438K |
| KPP Advisory Services LLC | 0.06% | No change | 4,464 | $428K |
| Crewe Advisors LLC | 0.04% | Reduce -55.0% | 4,458 | $427K |
| Perritt Capital Management Inc | 0.20% | Add +0.2% | 4,442 | $426K |
| IFG Advisory, LLC | 0.02% | Reduce -1.4% | 4,435 | $425K |
| Fiduciary Trust Co | 0.00% | Reduce -0.7% | 4,433 | $425K |
| Harbour Investments, Inc. | 0.01% | Add +21.7% | 4,427 | $424K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 4,410 | $423K |
| Mutual Advisors, LLC | 0.01% | Add +1.6% | 4,367 | $422K |
| Belpointe Asset Management LLC | 0.02% | Add +93.3% | 4,383 | $420K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +10.9% | 4,357 | $419K |
| Clientfirst Wealth Management, LLC | 0.33% | No change | 4,324 | $415K |
| Vertex Planning Partners, LLC | 0.08% | No change | 4,272 | $410K |
| AE Wealth Management LLC | 0.00% | Add +11.4% | 4,234 | $406K |
| NCM Capital Management, LLC | 0.16% | Add +0.1% | 4,182 | $401K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.0% | 4,142 | $397K |
| Equitable Trust Co. | 0.02% | Reduce -0.5% | 4,138 | $397K |
| Total Wealth Planning, LLC | 0.05% | Add +0.0% | 4,134 | $396K |
| Old Second National Bank of Aurora | 0.08% | Reduce -1.0% | 4,119 | $395K |
| DAVENPORT & Co LLC | 0.00% | Add +23.2% | 4,116 | $395K |
| Carnegie Investment Counsel | 0.01% | No change | 4,096 | $393K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.5% | 4,087 | $392K |
| All Terrain Financial Advisors, LLC | 0.13% | No change | 4,086 | $392K |
| Doliver Advisors, LP | 0.10% | No change | 4,080 | $391K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 4,067 | $390K |
| Community Bank, N.A. | 0.05% | No change | 4,045 | $388K |
| Bar Harbor Wealth Management | 0.02% | Reduce -2.0% | 4,017 | $385K |
| Vickerman Investment Advisors, Inc. | 0.08% | No change | 4,012 | $385K |
| MKT Advisors LLC | 0.14% | No change | 4,000 | $384K |
| Wealthstream Advisors, Inc. | 0.06% | Reduce -28.7% | 4,000 | $384K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -75.8% | 3,994 | $383K |
| Intrust Bank NA | 0.03% | No change | 3,991 | $383K |
| Neuberger Berman Group LLC | 0.00% | New | 3,981 | $382K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -3.7% | 3,942 | $378K |
| HCR Wealth Advisors | 0.04% | No change | 3,913 | $377K |
| American Wealth Advisors, LLC | 0.37% | — | 3,926 | $376K |
| Norris Perne & French LLP | 0.03% | No change | 3,916 | $376K |
| Everstar Asset Management, LLC | 0.21% | No change | 3,912 | $375K |
| Terril Brothers, Inc. | 0.11% | No change | 3,906 | $375K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -7.3% | 3,904 | $374K |
| NBT Bank, N.A. | 0.02% | Add +0.3% | 3,900 | $374K |
| Uptick Partners, LLC | 0.10% | Reduce -8.6% | 3,888 | $373K |
| Dover Advisors, LLC | 0.15% | Add +0.3% | 3,838 | $368K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +9.9% | 3,827 | $367K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 3,813 | $366K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -6.6% | 3,809 | $365K |
| Financial Partners Group, Inc | 0.05% | Add +0.0% | 3,809 | $365K |
| Congress Asset Management Co. | 0.00% | Reduce -9.0% | 3,803 | $365K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.6% | 3,802 | $365K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -4.1% | 3,794 | $364K |
| Fisher Asset Management | 0.00% | New | 3,776 | $362K |
| HMS Capital Management, LLC | 0.15% | Reduce -28.7% | 3,773 | $362K |
| Independence Bank of Kentucky | 0.05% | No change | 3,760 | $361K |
| Arq Wealth Advisors, LLC | 0.11% | No change | 3,750 | $360K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.06% | No change | 3,740 | $359K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 3,720 | $357K |
| Bay Capital Advisors, LLC | 0.23% | No change | 3,722 | $357K |
| Carl P. Sherr & Co., LLC | 0.17% | Reduce -1.7% | 3,717 | $356K |
| Bensler, LLC | 0.04% | Reduce -9.7% | 3,704 | $355K |
| Johnson Financial Group, LLC | 0.03% | No change | 3,695 | $354K |
| Delta Investment Management, LLC | 0.06% | Add +0.0% | 3,638 | $349K |
| Glassman Wealth Services | 0.05% | No change | 3,636 | $349K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.1% | 3,634 | $348K |
| Trueblood Wealth Management, LLC | 0.14% | Add +0.1% | 3,629 | $348K |
| Accredited Investors Inc. | 0.02% | Reduce -6.4% | 3,606 | $346K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 3,591 | $344K |
| Balboa Wealth Partners | 0.06% | New | 3,580 | $343K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,550 | $340K |
| Destiny Capital Corp | 0.19% | Add +6.2% | 3,542 | $340K |
| FAS Wealth Partners, Inc. | 0.02% | Add +1.7% | 3,513 | $337K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 3,490 | $335K |
| MV Capital Management, Inc. | 0.03% | No change | 3,481 | $334K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | No change | 3,480 | $334K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -2.6% | 3,468 | $333K |
| Parkside Financial Bank & Trust | 0.03% | No change | 3,453 | $331K |
| Sandy Cove Advisors, LLC | 0.11% | Add +0.1% | 3,431 | $329K |
| Northeast Investment Management | 0.01% | No change | 3,402 | $326K |
| 2UniFi Bank | 0.16% | No change | 3,390 | $325K |
| Ancora Advisors LLC | 0.01% | Reduce -0.3% | 3,385 | $325K |
| Wick Capital Partners, LLC | 0.08% | Reduce -86.6% | 3,383 | $324K |
| Walled Lake Planning & Wealth Management, LLC | 0.11% | Reduce -2.2% | 3,349 | $321K |
| Personal Cfo Solutions, LLC | 0.06% | Add +0.1% | 3,297 | $316K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +26.4% | 3,296 | $316K |
| American Trust | 0.03% | Reduce -2.8% | 3,296 | $316K |
| Cove Private Wealth, LLC | 0.10% | No change | 3,290 | $315K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.3% | 3,286 | $315K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 3,272 | $314K |
| Probity Advisors, Inc. | 0.05% | No change | 3,260 | $313K |
| STAR Financial Bank | 0.18% | Reduce -7.8% | 3,246 | $311K |
| Richmond Investment Services, LLC | 0.06% | Reduce -16.4% | 3,245 | $311K |
| Composition Wealth, LLC | 0.00% | Reduce -6.2% | 3,217 | $309K |
| Elm Partners Management LLC | 0.02% | New | 3,209 | $308K |
| Security National Bank of So Dak | 0.15% | No change | 3,200 | $307K |
| High Falls Advisors, Inc | 0.06% | No change | 3,200 | $307K |
| Matthew Goff Investment Advisor, LLC | 0.05% | No change | 3,199 | $307K |
| Farmers Trust Co. | 0.05% | No change | 3,168 | $304K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 3,167 | $304K |
| McCarter Private Wealth Services LLC | 0.15% | No change | 3,155 | $303K |
| Strategic Blueprint, LLC | 0.01% | Reduce -1.8% | 3,149 | $302K |
| Diversify Wealth Management, LLC | 0.02% | No change | 3,134 | $301K |
| Mma Asset Management LLC | 0.10% | No change | 3,116 | $299K |
| Lanark Financial, Inc. | 0.02% | No change | 3,101 | $297K |
| NewEdge Wealth, LLC | 0.00% | No change | 3,059 | $293K |
| Insight Inv LLC | 0.17% | Reduce -8.1% | 3,044 | $292K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 3,036 | $291K |
| Thomasville National Bank | 0.02% | Reduce -3.2% | 3,033 | $291K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -42.2% | 3,031 | $291K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -0.8% | 3,008 | $288K |
| Bailard, Inc. | 0.01% | No change | 3,003 | $288K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,000 | $288K |
| Russell Investments Group, Ltd. | 0.00% | Add +8.9% | 2,994 | $287K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,993 | $287K |
| Sapient Capital LLC | 0.00% | No change | 2,985 | $286K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.8% | 2,977 | $285K |
| Eclectic Associates Inc. | 0.05% | No change | 2,968 | $285K |
| Sage Financial Group Inc. | 0.02% | No change | 2,949 | $283K |
| Creekside Partners | 0.12% | Add +1.4% | 2,931 | $281K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -0.7% | 2,922 | $280K |
| Condor Capital Management | 0.02% | No change | 2,908 | $279K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,900 | $278K |
| Motco | 0.03% | No change | 2,886 | $277K |
| Huntleigh Advisors, Inc. | 0.05% | No change | 2,883 | $276K |
| Lyell Wealth Management, LP | 0.02% | No change | 2,875 | $276K |
| Clayton Financial Group LLC | 0.20% | New | 2,862 | $274K |
| Aufman Associates Inc | 0.15% | No change | 2,859 | $274K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,844 | $273K |
| Chemung Canal Trust Co. | 0.05% | No change | 2,809 | $269K |
| Ritholtz Wealth Management | 0.01% | No change | 2,804 | $269K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.1% | 2,802 | $269K |
| Independent Investors Inc. | 0.05% | No change | 2,800 | $268K |
| BBR Partners, LLC | 0.02% | New | 2,800 | $268K |
| Eagle Global Advisors LLC | 0.01% | No change | 2,800 | $268K |
| VeraBank, N.A. | 0.05% | No change | 2,798 | $268K |
| Westmount Partners, LLC | 0.07% | No change | 2,776 | $267K |
| Farmers National Bank | 0.06% | No change | 2,766 | $265K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,755 | $264K |
| Winthrop Capital Management, LLC | 0.06% | No change | 2,756 | $264K |
| Garrison Point Advisors, LLC | 0.11% | Add +1.9% | 2,750 | $264K |
| CNB Bank | 0.11% | No change | 2,737 | $262K |
| First City Capital Management, Inc. | 0.14% | No change | 2,732 | $262K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 2,728 | $262K |
| Essex Financial Services, Inc. | 0.02% | Add +0.0% | 2,727 | $262K |
| Greater Midwest Financial Group, LLC | 0.17% | Add +0.2% | 2,718 | $261K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 2,700 | $259K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 2,674 | $256K |
| Advisors Management Group Inc. | 0.04% | No change | 2,672 | $256K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -18.5% | 2,659 | $255K |
| West Bancorporation Inc. | 0.14% | Reduce -5.2% | 2,656 | $255K |
| Plotkin Financial Advisors, LLC | 0.13% | No change | 2,644 | $254K |
| Rede Wealth, LLC | 0.20% | New | 2,638 | $253K |
| Eagle Bay Advisors LLC | 0.20% | Reduce -4.0% | 2,638 | $253K |
| Brookstone Capital Management | 0.00% | New | 2,629 | $252K |
| Dakota Wealth Management | 0.01% | Reduce -12.5% | 2,595 | $249K |
| Paragon Private Wealth Management, LLC | 0.08% | No change | 2,592 | $249K |
| Fee-Only Financial Planning, L.C. | 0.14% | No change | 2,560 | $245K |
| Lazari Capital Management, Inc. | 0.08% | No change | 2,560 | $245K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 2,540 | $244K |
| Moneywise, Inc. | 0.11% | Add +0.1% | 2,532 | $243K |
| Sterling Investment Counsel, LLC | 0.08% | New | 2,504 | $240K |
| Elyxium Wealth, LLC | 0.08% | No change | 2,480 | $238K |
| Csenge Advisory Group | 0.01% | Reduce -1.5% | 2,476 | $237K |
| BIP Wealth, LLC | 0.01% | No change | 2,467 | $237K |
| Traynor Capital Management, Inc. | 0.01% | Reduce -3.3% | 2,467 | $237K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.6% | 2,464 | $236K |
| Nwam LLC | 0.01% | No change | 2,465 | $236K |
| Park Capital Management, LLC / WI | 0.19% | No change | 2,451 | $235K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.2% | 2,440 | $234K |
| Stanich Group LLC | 0.14% | Reduce -15.3% | 2,435 | $233K |
| Wedbush Securities Inc. | 0.01% | New | 2,429 | $233K |
| FSM Wealth Advisors, LLC | 0.03% | No change | 2,424 | $232K |
| Smith, Moore & Co. | 0.02% | Add +0.0% | 2,424 | $232K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -5.8% | 2,422 | $232K |
| Strategies Wealth Advisors, LLC | 0.02% | No change | 2,416 | $232K |
| IMS Capital Management | 0.11% | No change | 2,408 | $231K |
| DT Investment Partners, LLC | 0.02% | Reduce -4.8% | 2,400 | $230K |
| Patriot Investment Management Group, Inc. | 0.01% | No change | 2,376 | $228K |
| Chapin Davis, Inc. | 0.06% | No change | 2,376 | $228K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,360 | $226K |
| Intergy Private Wealth, LLC | 0.07% | No change | 2,356 | $226K |
| Radnor Capital Management, LLC | 0.03% | No change | 2,352 | $226K |
| Financial Life Planners | 0.15% | Reduce -2.9% | 2,349 | $225K |
| Rockbridge Investment Management, LCC | 0.02% | No change | 2,336 | $224K |
| Highview Capital Management LLC | 0.08% | Reduce -4.5% | 2,336 | $224K |
| Sightline Wealth Advisors, LLC | 0.10% | No change | 2,328 | $223K |
| Mgo One Seven LLC | 0.01% | Reduce -45.5% | 2,326 | $223K |
| New Insight Wealth Advisors | 0.08% | Reduce -0.5% | 2,300 | $221K |
| Nilsine Partners, LLC | 0.02% | Reduce -17.1% | 2,300 | $221K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 2,300 | $221K |
| Legacy Financial Group LLC | 0.03% | No change | 2,293 | $220K |
| Liberty Wealth Management LLC | 0.03% | Add +0.0% | 2,290 | $220K |
| First Interstate Bank | 0.01% | No change | 2,288 | $219K |
| LaFleur & Godfrey LLC | 0.03% | No change | 2,287 | $219K |
| Wolff Wiese Magana LLC | 0.12% | No change | 2,285 | $219K |
| CFO4Life Group, LLC | 0.03% | No change | 2,250 | $216K |
| Granite Bay Wealth Management, LLC | 0.06% | No change | 2,247 | $215K |
| Hidden Cove Wealth Management, LLC | 0.14% | No change | 2,240 | $215K |
| Arcadia Investment Advisors LLC | 0.10% | No change | 2,240 | $215K |
| Klingman & Associates, LLC | 0.01% | No change | 2,239 | $215K |
| North Capital, Inc. | 0.17% | Add +0.0% | 2,229 | $214K |
| Gateway Wealth Partners, LLC | 0.03% | No change | 2,210 | $212K |
| Silver Oak Securities, Incorporated | 0.02% | New | 2,210 | $212K |
| Colorado Capital Management, Inc. | 0.08% | No change | 2,199 | $211K |
| FC Advisory LLC | 0.06% | New | 2,196 | $211K |
| Parkshore Wealth Management, Inc. | 0.09% | New | 2,184 | $209K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 2,303 | $209K |
| N.E.W. Advisory Services LLC | 0.02% | No change | 2,179 | $209K |
| Freedom Day Solutions, LLC | 0.06% | New | 2,179 | $209K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -1.7% | 2,178 | $209K |
| W Advisors, LLC | 0.11% | New | 2,170 | $208K |
| Alpha Omega Wealth Management LLC | 0.03% | New | 2,170 | $208K |
| Midwest Capital Advisors, LLC | 0.10% | Add +0.1% | 2,167 | $208K |
| Roman Butler Fullerton & Co. | 0.06% | Add +0.1% | 2,150 | $208K |
| Shakespeare Wealth Management, LLC | 0.05% | New | 2,160 | $207K |
| Wealth Preservation Advisors, LLC | 0.12% | No change | 2,131 | $204K |
| TFB Advisors LLC | 0.06% | New | 2,129 | $204K |
| Summit Investment Advisory Services, LLC | 0.08% | New | 2,113 | $203K |
| Stevens Capital Partners | 0.06% | New | 2,111 | $202K |
| Quadcap Wealth Management, LLC | 0.02% | New | 2,093 | $201K |
| FFT Wealth Management LLC | 0.04% | New | 2,092 | $201K |
| Procyon Advisors, LLC | 0.01% | New | 2,092 | $201K |
| Plan A Wealth LLC | 0.10% | New | 2,091 | $201K |
| Gemmer Asset Management LLC | 0.02% | New | 2,090 | $200K |
| Asset Dedication, LLC | 0.01% | Add +1.4% | 2,011 | $193K |
| Security National Bank | 0.03% | No change | 1,951 | $187K |
| Nalls Sherbakoff Group, LLC | 0.12% | Reduce -11.9% | 1,916 | $184K |
| Legacy Bridge, LLC | 0.08% | No change | 1,904 | $183K |
| Noble Wealth Management PBC | 0.10% | — | 1,898 | $182K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,894 | $182K |
| CVA Family Office, LLC | 0.02% | No change | 1,804 | $173K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,795 | $172K |
| HM Payson & Co. | 0.00% | No change | 1,712 | $164K |
| West Paces Advisors Inc. | 0.03% | Reduce -8.8% | 1,681 | $161K |
| Texas Capital Bancshares Inc | 0.06% | New | 1,640 | $157K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,564 | $150K |
| Kentucky Trust Co | 0.08% | No change | 1,560 | $150K |
| Clearstead Trust, LLC | 0.03% | No change | 1,560 | $150K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,554 | $149K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,520 | $146K |
| Peachtree Investment Partners, LLC | 0.05% | Add +0.1% | 1,514 | $145K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,500 | $144K |
| Grove Bank & Trust | 0.02% | No change | 1,472 | $141K |
| Gen-Wealth Partners Inc | 0.05% | No change | 1,440 | $138K |
| Strategic Advocates LLC | 0.04% | New | 1,431 | $137K |
| Abich Financial Wealth Management LLC | 0.05% | — | 1,411 | $135K |
| Rice Partnership, LLC | 0.02% | Add +100.1% | 1,389 | $133K |
| Signaturefd, LLC | 0.00% | No change | 1,360 | $130K |
| Webster Bank, N. A. | 0.01% | No change | 1,352 | $130K |
| CENTRAL TRUST Co | 0.00% | Add +367.6% | 1,342 | $129K |
| S.A. Mason LLC | 0.06% | No change | 1,336 | $128K |
| PFS Partners, LLC | 0.06% | No change | 1,332 | $128K |
| Financial Perspectives, Inc | 0.03% | Add +27.6% | 1,289 | $124K |
| Montag A & Associates Inc. | 0.01% | No change | 1,248 | $120K |
| Main Street Group, LTD | 0.04% | No change | 1,244 | $119K |
| Horrell Capital Management, Inc. | 0.05% | No change | 1,220 | $117K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,200 | $115K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,170 | $112K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,167 | $112K |
| SIMA Wealth Partners, LLC | 0.08% | Reduce -4.6% | 1,138 | $109K |
| Founders Capital Management | 0.06% | No change | 1,126 | $108K |
| Windsor Advisory Group, LLC | 0.09% | No change | 1,076 | $103K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -16.0% | 1,068 | $102K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +7.7% | 1,034 | $99K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,015 | $97K |
| Dunhill Financial, LLC | 0.03% | Add +0.1% | 1,005 | $96K |
| Register Financial Advisors LLC | 0.04% | Reduce -23.1% | 1,000 | $96K |
| Assetmark, Inc. | 0.00% | Reduce -65.7% | 986 | $95K |
| Evergreen Private Wealth LLC | 0.04% | Add +0.1% | 967 | $93K |
| Root Financial Partners, LLC | 0.01% | New | 952 | $91K |
| FSA Wealth Management LLC | 0.03% | No change | 950 | $91K |
| Blue Trust, Inc. | 0.00% | Reduce -22.4% | 940 | $90K |
| Smithfield Trust Co | 0.00% | No change | 914 | $88K |
| Mill Capital Management, LLC | 0.01% | No change | 900 | $86K |
| Founders Financial Alliance, LLC | 0.02% | New | 870 | $83K |
| Kings Path Partners LLC | 0.03% | Reduce -1.5% | 840 | $81K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 832 | $80K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Reduce -68.9% | 830 | $80K |
| Millstone Evans Group, LLC | 0.05% | No change | 827 | $79K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -36.8% | 798 | $77K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 771 | $74K |
| Glassy Mountain Advisors, Inc. | 0.02% | New | 749 | $72K |
| Sage Mountain Advisors LLC | 0.00% | No change | 725 | $70K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.3% | 721 | $69K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -14.7% | 714 | $68K |
| Hilltop National Bank | 0.02% | No change | 700 | $67K |
| Y.D. More Investments Ltd | 0.00% | No change | 680 | $65K |
| Tidemark, LLC | 0.02% | Reduce -27.9% | 666 | $64K |
| Thompson Investment Management, Inc. | 0.01% | No change | 656 | $63K |
| Kelleher Financial Advisors | 0.01% | New | 620 | $59K |
| Milestone Investment Advisors LLC | 0.01% | No change | 608 | $58K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 600 | $58K |
| Quent Capital, LLC | 0.00% | New | 578 | $55K |
| GAMMA Investing LLC | 0.00% | No change | 571 | $55K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -60.0% | 565 | $54K |
| Global Wealth Strategies & Associates | 0.01% | New | 562 | $54K |
| Steph & Co. | 0.02% | No change | 560 | $54K |
| American National Bank & Trust | 0.00% | Reduce -12.5% | 511 | $49K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.2% | 511 | $49K |
| RMG Wealth Management LLC | 0.01% | No change | 504 | $48K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $48K |
| Wealth Watch Advisors, INC | 0.02% | New | 496 | $48K |
| AlphaCore Capital LLC | 0.00% | No change | 496 | $48K |
| Colonial Trust Advisors | 0.00% | No change | 495 | $47K |
| Smartleaf Asset Management LLC | 0.00% | No change | 486 | $47K |
| Burkett Financial Services, LLC | 0.02% | Add +0.2% | 471 | $45K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 464 | $44K |
| High Note Wealth, LLC | 0.01% | No change | 452 | $43K |
| Armor Investment Advisors, LLC | 0.01% | No change | 440 | $42K |
| First Command Advisory Services, Inc. | 0.00% | No change | 439 | $42K |
| Strengthening Families & Communities, LLC | 0.01% | New | 430 | $41K |
| West Branch Capital LLC | 0.01% | Add +0.2% | 414 | $40K |
| IMA Advisory Services, Inc. | 0.00% | No change | 408 | $39K |
| Rossby Financial, LCC | 0.01% | Reduce -2.9% | 401 | $39K |
| Hanson & Doremus Investment Management | 0.00% | No change | 396 | $38K |
| Sound Income Strategies, LLC | 0.00% | No change | 396 | $38K |
| Abound Wealth Management | 0.01% | Add +15.9% | 393 | $38K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.3% | 385 | $37K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.3% | 379 | $36K |
| Palouse Capital Management, Inc. | 0.02% | No change | 368 | $35K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -7.8% | 367 | $35K |
| Rossmore Private Capital | 0.00% | New | 366 | $35K |
| Atwood & Palmer Inc. | 0.00% | No change | 365 | $35K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 352 | $34K |
| Centennial Bank | 0.01% | Reduce -12.5% | 350 | $34K |
| Hollencrest Capital Management | 0.00% | No change | 320 | $31K |
| Pacific Center for Financial Services | 0.01% | No change | 308 | $30K |
| Strategic Investment Advisors / MI | 0.00% | New | 218,195 | $29K |
| Kimelman & Baird, LLC | 0.00% | No change | 300 | $29K |
| National Bank of Canada | 0.00% | New | 300 | $29K |
| Ashton Thomas Securities, LLC | 0.00% | New | 295 | $28K |
| First PREMIER Bank | 0.01% | No change | 296 | $28K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 288 | $28K |
| Westside Investment Management, Inc. | 0.00% | No change | 288 | $28K |
| Citizens National Bank Trust Department | 0.00% | No change | 280 | $27K |
| Rothschild Investment LLC | 0.00% | No change | 272 | $26K |
| Financial Connections Group, Inc. | 0.01% | No change | 240 | $23K |
| BankPlus Trust Department | 0.01% | No change | 233 | $22K |
| Tsfg, LLC | 0.00% | No change | 232 | $22K |
| Larson Financial Group LLC | 0.00% | Add +170.0% | 216 | $21K |
| Archer Investment Corp | 0.00% | Add +0.5% | 214 | $20K |
| Hemington Wealth Management | 0.00% | No change | 211 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 208 | $20K |
| Creative Capital Management Investments LLC | 0.01% | No change | 204 | $20K |
| Clear Investment Research, LLC | 0.03% | New | 203 | $19K |
| Creekmur Asset Management LLC | 0.00% | No change | 203 | $19K |
| SYM FINANCIAL Corp | 0.00% | No change | 200 | $19K |
| Chilton Capital Management LLC | 0.00% | New | 180 | $17K |
| North Star Investment Management Corp. | 0.00% | No change | 174 | $17K |
| Imprint Wealth LLC | 0.05% | — | 173 | $17K |
| Piscataqua Savings Bank | 0.01% | No change | 160 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 160 | $15K |
| Matrix Private Capital Group LLC | 0.01% | No change | 160 | $15K |
| Caldwell Trust Co | 0.00% | Reduce -76.6% | 159 | $15K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 159 | $15K |
| Gleason Group, Inc. | 0.00% | No change | 154 | $15K |
| Ballast Advisors LLC | 0.00% | No change | 150 | $14K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 147 | $14K |
| VSM Wealth Advisory, LLC | 0.00% | Add +0.7% | 145 | $14K |
| Northwest Capital Management Inc | 0.01% | No change | 141 | $14K |
| CoreFirst Bank & Trust | 0.01% | Reduce -19.0% | 132 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 132 | $13K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $12K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 115 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 112 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 112 | $11K |
| Adirondack Trust Co. | 0.00% | No change | 112 | $11K |
| Rise Advisors, LLC | 0.00% | Reduce -45.1% | 107 | $10K |
| Bank of New Hampshire | 0.00% | No change | 107 | $10K |
| Evolution Wealth Management Inc. | 0.01% | No change | 100 | $10K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 100 | $10K |
| Trust Co | 0.00% | Reduce -28.9% | 96 | $9K |
| Hughes Financial Services, LLC | 0.00% | No change | 94 | $9K |
| Avion Wealth | 0.00% | No change | 88 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 76 | $7K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 72 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 72 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 67 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 64 | $6K |
| Sawyer & Company, Inc | 0.00% | No change | 71 | $6K |
| New Millennium Group LLC | 0.00% | No change | 60 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 58 | $6K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 52 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 48 | $5K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 48 | $5K |
| Raffa Wealth Management, LLC | 0.00% | No change | 47 | $4K |
| Integrity Financial Corp | 0.00% | New | 43 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 39 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 40 | $4K |
| Versant Capital Management, Inc | 0.00% | New | 39 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 36 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 31 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -99.0% | 25 | $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% | No change | 16 | $2K |
| Tripletail Wealth Management, LLC | 0.00% | New | 13 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 12 | $1K |
| Investors Research Corp | 0.00% | No change | 10 | $959 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $870 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 8 | $767 |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -98.8% | 1 | $96 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $92 |
"% 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.