iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q4 2025 (December 31)921holders +39
53new positions
48sold out
3famous investors
$96.83avg. 13F price*
At the end of Q4 2025, 921 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 39 from Q3 2025. 53 opened new positions and 48 sold out. The largest holders were Morgan Stanley ($699.5M), Wells Fargo & Company ($575.1M) and FMR LLC ($404.5M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $60.2M |
| Exits | 48 | $24.2M |
All 13F filers, Q3 2025 → Q4 2025: 2,223,642 shares bought and 1,536,526 shares sold, net +687,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 921 holders
| Morgan Stanley | 0.04% | Add +0.8% | 7,220,033 | $699.5M |
| Wells Fargo & Company | 0.11% | Reduce -2.0% | 5,936,569 | $575.1M |
| FMR LLC | 0.02% | Add +4.8% | 4,175,343 | $404.5M |
| Bank of America Corp. | 0.03% | Add +1.3% | 3,624,637 | $351.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +3.6% | 2,274,046 | $220.3M |
| UBS Group AG | 0.04% | Add +1.4% | 2,179,822 | $211.2M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -0.3% | 1,940,044 | $188.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +2.5% | 1,868,767 | $181.0M |
| Raymond James Financial Inc. | 0.06% | Reduce -0.0% | 1,836,580 | $177.9M |
| LPL Financial LLC | 0.04% | Reduce -0.8% | 1,438,529 | $139.4M |
| Financial Engines Advisors L.L.C. | 0.24% | Reduce -2.5% | 1,310,650 | $127.0M |
| D.A. Davidson & Co. | 0.71% | Add +3.8% | 1,192,808 | $115.6M |
| Northern Trust Corp. | 0.01% | Add +2.7% | 1,133,117 | $109.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -4.6% | 1,085,736 | $105.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.0% | 976,004 | $94.6M |
| JPMorgan Chase & Co. | 0.01% | Add +0.7% | 885,104 | $85.7M |
| Bank of New York Mellon Corp | 0.01% | Add +1.3% | 821,558 | $79.6M |
| MAI Capital Management | 0.41% | Reduce -1.1% | 723,583 | $70.1M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -6.0% | 607,966 | $58.9M |
| HighTower Advisors, LLC | 0.06% | Add +0.1% | 581,188 | $56.3M |
| Keybank National Association | 0.20% | Reduce -0.3% | 563,270 | $54.6M |
| Royal Bank of Canada | 0.01% | Reduce -1.3% | 534,847 | $51.8M |
| Bank of Montreal | 0.02% | Reduce -0.4% | 517,202 | $50.1M |
| Joel Isaacson & Co., LLC | 1.61% | Reduce -1.3% | 501,866 | $48.6M |
| Cerity Partners LLC | 0.07% | Add +0.4% | 500,799 | $48.5M |
| Bokf, NA | 0.71% | Reduce -1.5% | 475,753 | $46.1M |
| Willis Johnson & Associates, Inc. | 2.84% | Reduce -15.1% | 475,080 | $46.0M |
| Focus Partners Wealth | 0.05% | Add +8.4% | 474,140 | $45.9M |
| Regions Financial Corp. | 0.29% | Reduce -3.9% | 464,139 | $45.0M |
| Midland Wealth Advisors, LLC | 2.26% | Reduce -8.6% | 447,554 | $43.4M |
| Jones Financial Companies LLLP | 0.03% | Add +8.6% | 426,115 | $41.3M |
| Wilmington Savings Fund Society, FSB | 0.91% | Reduce -8.8% | 399,976 | $38.7M |
| Truist Financial Corp. | 0.05% | Reduce -2.5% | 396,643 | $38.4M |
| Captrust Financial Advisors | 0.07% | Reduce -3.6% | 386,092 | $37.4M |
| Moment Partners, LLC | 7.59% | Add +2.8% | 380,677 | $36.9M |
| Mariner, LLC | 0.04% | Add +6.3% | 349,774 | $33.9M |
| Steward Partners Investment Advisory, LLC | 0.16% | Reduce -1.4% | 299,689 | $29.0M |
| Lido Advisors, LLC | 0.11% | Add +4.5% | 287,486 | $27.6M |
| Courier Capital LLC | 1.55% | Add +1.5% | 284,869 | $27.6M |
| Savant Capital, LLC | 0.14% | Reduce -0.5% | 261,714 | $25.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +3.9% | 261,702 | $25.4M |
| Baird Financial Group, Inc. | 0.04% | Reduce -1.6% | 245,382 | $23.8M |
| Inspirion Wealth Advisors, LLC | 2.86% | Reduce -1.1% | 241,481 | $23.4M |
| Cetera Investment Advisers | 0.02% | Add +10.6% | 226,667 | $22.0M |
| AlphaCore Capital LLC | 0.48% | Add +44722.6% | 222,320 | $21.5M |
| Capital Advisors, Ltd. LLC | 2.32% | Reduce -1.5% | 212,003 | $20.5M |
| Atlantic Union Bankshares Corp | 0.38% | Reduce -7.8% | 210,448 | $20.4M |
| Cassaday & Co Wealth Management LLC | 0.42% | Reduce -0.0% | 207,056 | $20.1M |
| Stifel Financial Corp. | 0.02% | Reduce -3.3% | 199,476 | $19.3M |
| Equitable Holdings, Inc. | 0.13% | Add +8.2% | 198,522 | $19.2M |
| Hudson Capital Management LLC | 4.85% | Add +2.9% | 193,470 | $18.7M |
| Arax Advisory Partners | 0.54% | New | 190,162 | $18.4M |
| Creative Planning | 0.01% | Add +0.7% | 187,967 | $18.2M |
| Salomon & Ludwin, LLC | 1.60% | Reduce -2.1% | 181,306 | $18.1M |
| Sterling Financial Planning, Inc. | 5.37% | Add +2.0% | 183,811 | $17.8M |
| Kestra Advisory Services, LLC | 0.07% | Add +1.7% | 175,759 | $17.0M |
| Cullen/Frost Bankers, Inc. | 0.18% | Add +17.9% | 168,483 | $16.3M |
| Argent Trust Co | 0.56% | Add +11.2% | 167,865 | $16.3M |
| Osaic Holdings, Inc. | 0.02% | Add +14.5% | 167,262 | $16.2M |
| Texas Yale Capital Corp. | 0.47% | No change | 159,497 | $15.5M |
| 1834 Investment Advisors Co. | 1.87% | Reduce -2.7% | 153,648 | $14.9M |
| Comerica Bank | 0.06% | Reduce -7.7% | 151,345 | $14.7M |
| Waverly Advisors, LLC | 0.12% | Add +3.7% | 147,355 | $14.3M |
| Fifth Third Bancorp | 0.04% | Add +3.6% | 143,786 | $13.9M |
| Ifrah Financial Services, Inc. | 3.54% | Reduce -0.5% | 142,325 | $13.8M |
| GHP Investment Advisors, Inc. | 0.56% | Reduce -0.9% | 140,677 | $13.6M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +2.6% | 129,698 | $12.6M |
| First Merchants Corp. | 0.45% | Reduce -10.3% | 124,272 | $12.0M |
| PW Nova Financial Services LLC | 4.38% | — | 117,660 | $11.6M |
| AlTi Global, Inc. | 0.24% | Add +4.3% | 113,709 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +32.1% | 107,630 | $10.4M |
| US Bancorp \de | 0.01% | Reduce -3.9% | 107,208 | $10.4M |
| HSBC Holdings PLC | 0.01% | New | 102,183 | $9.9M |
| White Pine Investment CO | 2.31% | Add +0.8% | 100,983 | $9.8M |
| Blue Edge Capital, LLC | 1.24% | Reduce -4.0% | 95,701 | $9.3M |
| JFS Wealth Advisors, LLC | 0.52% | Reduce -0.7% | 94,377 | $9.1M |
| Broadview Financial Management, LLC | 6.08% | Reduce -0.3% | 93,720 | $9.1M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Add +4.2% | 93,339 | $9.0M |
| Mill Creek Capital Advisors, LLC | 0.17% | No change | 87,592 | $8.5M |
| Associated Banc-Corp | 0.22% | Reduce -0.1% | 87,365 | $8.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +23.8% | 84,471 | $8.2M |
| Bryn Mawr Trust Advisors, LLC | 0.39% | Reduce -0.2% | 84,394 | $8.2M |
| SOA Wealth Advisors, LLC. | 1.29% | Reduce -5.0% | 80,388 | $7.8M |
| Buffalo Business & Estate Services Ltd. | 1.10% | — | 78,975 | $7.7M |
| Callan Family Office, LLC | 0.16% | Add +0.7% | 78,708 | $7.6M |
| Oldfather Financial Services, LLC | 2.27% | Add +0.6% | 78,565 | $7.6M |
| Private Advisor Group, LLC | 0.04% | Add +3.8% | 78,321 | $7.6M |
| Rodgers & Associates, LTD | 0.76% | Reduce -1.2% | 77,330 | $7.5M |
| Denver PWM, LLC | 2.48% | No change | 81,628 | $7.4M |
| Greenleaf Trust | 0.07% | Reduce -0.2% | 76,401 | $7.4M |
| DDFG, Inc | 1.61% | Add +1.4% | 75,948 | $7.4M |
| First Citizens Financial Corp | 3.52% | Reduce -1.3% | 73,549 | $7.1M |
| Mechanics Bank Trust Department | 0.90% | Reduce -3.1% | 71,010 | $6.9M |
| Heritage Trust Co | 0.70% | Reduce -6.2% | 70,907 | $6.9M |
| JNBA Financial Advisors | 0.58% | Reduce -1.8% | 68,709 | $6.7M |
| Goelzer Investment Management, Inc. | 0.30% | Add +1.9% | 67,589 | $6.5M |
| Farther Finance Advisors, LLC | 0.07% | Add +26.4% | 67,100 | $6.5M |
| HB Wealth Management, LLC | 0.04% | Reduce -0.3% | 66,310 | $6.4M |
| Independence Financial Advisors, LLC | 1.76% | Add +3.7% | 65,970 | $6.4M |
| StoneX Group Inc. | 0.28% | Reduce -17.0% | 65,851 | $6.4M |
| Congress Asset Management Co. | 0.04% | Add +1608.7% | 64,981 | $6.3M |
| Tidal Investments LLC | 0.03% | New | 63,519 | $6.2M |
| Prospera Financial Services Inc | 0.10% | Add +813.9% | 63,427 | $6.1M |
| Centerpoint Advisors, LLC | 1.88% | Reduce -1.1% | 62,956 | $6.1M |
| Corient Private Wealth LP | 0.01% | Add +14.5% | 61,549 | $6.0M |
| Arkadios Wealth Advisors | 0.12% | Add +709.2% | 61,362 | $5.9M |
| InvesTrust | 2.26% | No change | 60,384 | $5.9M |
| Guidance Point Advisors, LLC | 1.37% | Reduce -0.1% | 59,616 | $5.8M |
| Cordatus Wealth Management LLC | 1.32% | New | 58,897 | $5.7M |
| Sunbelt Securities, Inc. | 0.37% | Reduce -2.8% | 57,677 | $5.6M |
| Asset Management Group, Inc. | 0.90% | Add +0.2% | 57,336 | $5.6M |
| EP Wealth Advisors, LLC | 0.03% | — | 57,188 | $5.5M |
| Causey Wealth LLC | 2.40% | Add +6.6% | 54,433 | $5.3M |
| Berman McAleer LLC | 0.72% | Add +9.0% | 54,251 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.6% | 51,575 | $5.2M |
| Citizens Financial Group Inc. | 0.07% | Reduce -0.8% | 53,641 | $5.2M |
| &partners | 0.03% | Add +62.6% | 52,625 | $5.1M |
| Idaho Trust Co | 1.66% | Reduce -17.7% | 51,660 | $5.0M |
| Coldstream Capital Management Inc. | 0.06% | Add +0.7% | 50,403 | $4.9M |
| Becker Capital Management Inc. | 0.14% | No change | 49,947 | $4.8M |
| World Investment Advisors | 0.08% | Reduce -19.2% | 49,816 | $4.8M |
| Fulton Breakefield Broenniman LLC | 0.30% | Reduce -0.6% | 49,170 | $4.8M |
| Tritonpoint Wealth, LLC | 0.48% | Add +0.7% | 48,796 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.1% | 48,678 | $4.7M |
| M&T Bank Corp | 0.02% | Add +3.6% | 48,418 | $4.7M |
| Brightwater Advisory LLC | 3.02% | Reduce -0.3% | 46,138 | $4.5M |
| Perkins Coie Trust Co | 0.80% | Reduce -0.4% | 44,495 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +2.2% | 44,400 | $4.3M |
| Neumann Capital Management, LLC | 1.24% | Reduce -2.3% | 44,245 | $4.3M |
| Circle Wealth Management, LLC | 0.07% | No change | 44,000 | $4.3M |
| BKM Wealth Management, LLC | 1.55% | Add +0.6% | 43,668 | $4.2M |
| Net Worth Advisory Group | 0.85% | Add +710.0% | 43,432 | $4.2M |
| Soltis Investment Advisors LLC | 0.28% | Add +4.3% | 43,287 | $4.2M |
| Weinberger Asset Management, Inc | 1.49% | Reduce -1.1% | 42,748 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -36.6% | 42,376 | $4.1M |
| Jmac Enterprises LLC | 0.78% | Reduce -0.1% | 42,054 | $4.1M |
| UMB Bank, n.a. | 0.05% | Add +6.1% | 41,660 | $4.0M |
| NewEdge Wealth, LLC | 0.05% | Add +1250.4% | 41,308 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +6.2% | 41,307 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +52.1% | 40,635 | $3.9M |
| Pinnacle Financial Partners, Inc. | 0.03% | — | 39,594 | $3.8M |
| Fifth Third Wealth Advisors LLC | 0.13% | Reduce -10.5% | 39,150 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.8% | 38,940 | $3.8M |
| Cranbrook Wealth Management, LLC | 0.74% | Add +1.0% | 38,890 | $3.8M |
| Lee, Kelleher & Klein Wealth Management | 2.24% | Reduce -0.3% | 38,748 | $3.8M |
| Trail Ridge Investment Advisors, LLC | 1.61% | Add +3.7% | 38,620 | $3.7M |
| Transcendent Capital Group LLC | 1.68% | Add +1.5% | 38,363 | $3.7M |
| Global Retirement Partners, LLC | 0.07% | Reduce -0.8% | 37,970 | $3.7M |
| Triangle Securities Wealth Management | 0.77% | Add +14.6% | 37,661 | $3.6M |
| CFS Investment Advisory Services, LLC | 0.27% | Reduce -0.1% | 37,583 | $3.6M |
| Anb Bank | 1.43% | Reduce -0.6% | 37,166 | $3.6M |
| LTG Capital LLC | 2.78% | Reduce -3.0% | 36,837 | $3.6M |
| Maltin Wealth Management, Inc. | 1.40% | Add +5.6% | 36,416 | $3.5M |
| Clearstead Advisors, LLC | 0.04% | Add +1.4% | 36,393 | $3.5M |
| Natixis Advisors, LLC | 0.01% | Add +7.2% | 36,177 | $3.5M |
| M1 Capital Management LLC | 1.42% | Reduce -4.8% | 35,212 | $3.4M |
| Ironwood Financial, llc | 0.58% | Reduce -0.8% | 33,404 | $3.4M |
| Midwest Trust Co | 0.04% | Reduce -4.5% | 34,762 | $3.4M |
| Cwm, LLC | 0.01% | Add +6.6% | 34,673 | $3.4M |
| Blair William & Co. | 0.01% | Add +13.7% | 34,046 | $3.3M |
| SOL Capital Management CO | 0.30% | No change | 34,023 | $3.3M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -1.7% | 33,836 | $3.3M |
| Fifth Third Securities, Inc. | 0.21% | Reduce -0.8% | 33,487 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -12.4% | 33,008 | $3.2M |
| First Hawaiian Bank | 0.42% | Reduce -10.6% | 32,596 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +176.6% | 31,733 | $3.1M |
| Segment Wealth Management, LLC | 0.18% | No change | 31,700 | $3.1M |
| Dumont & Blake Investment Advisors LLC | 0.74% | Reduce -1.5% | 31,673 | $3.1M |
| United Bank | 0.39% | Add +3.1% | 30,801 | $3.0M |
| Whitaker-Myers Wealth Managers, LTD. | 0.62% | Add +28.5% | 30,750 | $3.0M |
| Sigma Planning Corp | 0.08% | Reduce -2.4% | 30,504 | $3.0M |
| MidFirst Bank | 0.24% | — | 30,468 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +36.7% | 30,349 | $2.9M |
| Stordahl Capital Management, Inc. | 0.59% | Add +1.3% | 29,436 | $2.9M |
| Somerset Group LLC | 2.15% | Reduce -0.7% | 28,225 | $2.8M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -2.5% | 28,930 | $2.8M |
| Founders Grove Wealth Partners, LLC | 0.62% | Reduce -1.4% | 28,455 | $2.8M |
| Pacific Financial Group Inc. | 1.49% | Reduce -2.6% | 27,725 | $2.7M |
| Teachers Insurance & Annuity Association of America | 3.15% | Add +1.8% | 27,663 | $2.7M |
| Summit Wealth Group LLC / Co. | 0.35% | New | 27,618 | $2.7M |
| Alpine Bank Wealth Management | 0.38% | No change | 27,450 | $2.7M |
| Commerce Bank | 0.01% | Reduce -4.6% | 27,155 | $2.6M |
| Horizon Family Wealth, Inc. | 1.39% | Add +6.7% | 26,886 | $2.6M |
| Ullmann Wealth Partners Group, LLC | 0.27% | Reduce -0.3% | 26,638 | $2.6M |
| Spire Wealth Management | 0.08% | Reduce -2.2% | 26,161 | $2.5M |
| Performance Wealth Partners, LLC | 0.07% | Reduce -5.2% | 26,061 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +71.2% | 25,861 | $2.5M |
| Vance Wealth, LLC | 0.74% | Add +3.2% | 25,748 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Add +8.1% | 25,341 | $2.5M |
| Main Management LLC | 0.18% | Reduce -15.1% | 25,214 | $2.4M |
| Keenan, LLC | 2.13% | — | 25,017 | $2.4M |
| CX Institutional | 0.07% | Add +2.5% | 24,925 | $2.4M |
| GC Wealth Management RIA, LLC | 0.09% | Reduce -7.6% | 24,763 | $2.4M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -0.3% | 23,865 | $2.3M |
| Retirement Planning Group, LLC | 0.07% | Reduce -4.0% | 23,285 | $2.3M |
| Bessemer Group Inc. | 0.00% | No change | 23,240 | $2.3M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -49.3% | 23,131 | $2.2M |
| Apollon Wealth Management, LLC | 0.04% | Add +20.5% | 22,899 | $2.2M |
| Smith Shellnut Wilson LLC | 0.85% | Reduce -0.7% | 22,877 | $2.2M |
| Farmers & Merchants Investments Inc. | 0.06% | Reduce -0.8% | 22,759 | $2.2M |
| Foundation Wealth Management, LLC | 1.52% | Reduce -1.6% | 22,699 | $2.2M |
| POM Investment Strategies, LLC | 1.13% | Add +5.6% | 22,714 | $2.2M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 22,586 | $2.2M |
| Codex Capital Asset Management L.L.C. | 0.79% | No change | 22,500 | $2.2M |
| Glass Jacobson Investment Advisors llc | 0.77% | No change | 22,125 | $2.1M |
| Operose Advisors LLC | 0.50% | No change | 21,989 | $2.1M |
| Stenger Family Office, LLC | 0.44% | Reduce -0.1% | 21,981 | $2.1M |
| Corundum Trust Company, INC | 4.80% | No change | 21,744 | $2.1M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 21,652 | $2.1M |
| Aft, Forsyth & Company, Inc. | 0.89% | Add +0.0% | 21,177 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -6.2% | 21,040 | $2.0M |
| Davis Investment Partners, LLC | 0.71% | No change | 20,650 | $2.0M |
| Axis Wealth Partners, LLC | 1.12% | Add +20.0% | 20,926 | $2.0M |
| CreativeOne Wealth, LLC | 0.05% | Add +6.0% | 20,489 | $2.0M |
| Quantinno Capital Management LP | 0.00% | Add +136.2% | 20,161 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +1.8% | 20,162 | $2.0M |
| Darrow Company, Inc. | 0.87% | Add +0.0% | 20,080 | $1.9M |
| Tiemann Investment Advisors, LLC | 0.75% | Reduce -0.2% | 19,960 | $1.9M |
| Hancock Whitney Corp. | 0.03% | Add +153.7% | 19,897 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +0.0% | 19,748 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +57.9% | 19,700 | $1.9M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -7.8% | 19,617 | $1.9M |
| Whittier Trust Co. | 0.02% | No change | 18,700 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +2.0% | 19,555 | $1.9M |
| C2C Wealth Management, LLC | 1.59% | Reduce -0.2% | 19,435 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.1% | 19,341 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -2.6% | 19,026 | $1.9M |
| Franklin Resources Inc. | 0.00% | No change | 18,917 | $1.8M |
| Wellspring Financial Advisors, LLC | 0.14% | Add +0.1% | 18,870 | $1.8M |
| Crestwood Advisors Group, LLC | 0.03% | Add +4.6% | 18,625 | $1.8M |
| Grey Ledge Advisors, LLC | 0.40% | Add +3.3% | 18,421 | $1.8M |
| Meridian Wealth Management, LLC | 0.06% | Add +0.3% | 18,398 | $1.8M |
| Ritter Daniher Financial Advisory LLC / DE | 0.29% | Add +0.5% | 17,901 | $1.7M |
| Columbia Bank | 0.48% | Reduce -0.5% | 17,870 | $1.7M |
| Old National Bancorp | 0.03% | Reduce -1.3% | 17,595 | $1.7M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -8.0% | 17,587 | $1.7M |
| Peregrine Asset Advisers, Inc. | 0.47% | Reduce -1.2% | 17,053 | $1.7M |
| Allegheny Financial Group | 0.24% | Add +0.0% | 17,051 | $1.7M |
| Heck Capital Advisors, LLC | 0.12% | Add +8.0% | 16,933 | $1.6M |
| Trust Co. of Vermont | 0.07% | No change | 16,864 | $1.6M |
| Harbor Investment Advisory, LLC | 0.12% | Add +130.1% | 16,802 | $1.6M |
| Anderson Hoagland & Co. | 0.14% | No change | 16,582 | $1.6M |
| Godfrey Financial Associates, Inc. | 1.38% | — | 16,511 | $1.6M |
| Novak & Powell Financial Services, Inc. | 0.82% | Reduce -1.6% | 16,242 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +2.0% | 16,189 | $1.6M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -15.6% | 15,733 | $1.5M |
| Moneco Advisors, LLC | 0.12% | Reduce -1.9% | 15,719 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +74.1% | 15,655 | $1.5M |
| Genesis Private Wealth, LLC | 0.47% | New | 15,632 | $1.5M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -2.3% | 15,540 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -19.5% | 15,525 | $1.5M |
| River Wealth Advisors LLC | 0.17% | Reduce -12.2% | 15,452 | $1.5M |
| Slow Capital, Inc. | 0.18% | Reduce -4.0% | 15,320 | $1.5M |
| TAGStone Capital, Inc. | 0.55% | Add +0.2% | 15,121 | $1.5M |
| Finley Financial, LLC | 0.67% | No change | 15,037 | $1.5M |
| Fulton Bank, N.A. | 0.05% | Add +1.0% | 15,013 | $1.5M |
| Kozak & Associates, Inc. | 0.28% | Add +0.2% | 14,290 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.8% | 14,857 | $1.4M |
| LBMC Investment Advisors, LLC | 0.09% | Add +0.1% | 14,511 | $1.4M |
| Vicus Capital | 0.10% | Add +1.2% | 14,424 | $1.4M |
| Ellis Investment Partners, LLC | 0.24% | Reduce -3.2% | 14,031 | $1.4M |
| Independent Financial Group, LLC | 0.03% | Reduce -21.9% | 13,985 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | — | 13,825 | $1.3M |
| Pittenger & Anderson Inc. | 0.05% | No change | 13,800 | $1.3M |
| City Holding Co. | 0.16% | Add +2.3% | 13,646 | $1.3M |
| YHB Investment Advisors, Inc. | 0.09% | Add +1.7% | 13,617 | $1.3M |
| Pallas Capital Advisors LLC | 0.04% | No change | 13,609 | $1.3M |
| AQR Capital Management | 0.00% | Reduce -15.3% | 13,553 | $1.3M |
| Private Wealth Asset Management, LLC | 0.14% | Reduce -0.3% | 13,553 | $1.3M |
| Watchman Group, Inc. | 0.31% | Reduce -3.9% | 13,552 | $1.3M |
| Argent Advisors, Inc. | 0.36% | Reduce -0.1% | 13,484 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -1.1% | 13,369 | $1.3M |
| Allworth Financial LP | 0.01% | Add +9.7% | 13,312 | $1.3M |
| Mowery & Schoenfeld Wealth Management, LLC | 1.85% | No change | 13,200 | $1.3M |
| Royal Fund Management, LLC | 0.12% | Add +118.6% | 13,134 | $1.3M |
| First Horizon Corp. | 0.06% | Reduce -1.7% | 12,821 | $1.2M |
| First Citizens Bank & Trust Co. | 0.03% | Add +4.4% | 12,749 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +0.4% | 12,738 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -8.8% | 12,682 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +3.0% | 12,652 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +48.5% | 12,217 | $1.2M |
| First National Bank of Omaha | 0.03% | New | 11,997 | $1.2M |
| Embree Financial Group | 0.14% | Add +0.1% | 12,090 | $1.2M |
| Thayer Partners, LLC / MA | 0.57% | — | 12,016 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +1.7% | 11,879 | $1.2M |
| Ruggaard & Associates LLC | 0.45% | Reduce -4.4% | 11,839 | $1.1M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.2% | 11,821 | $1.1M |
| AMG National Trust Bank | 0.03% | Reduce -4.7% | 11,792 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -15.4% | 11,778 | $1.1M |
| Summit Financial, LLC | 0.02% | Add +0.1% | 11,732 | $1.1M |
| Fiduciary Alliance LLC | 0.07% | Add +0.1% | 11,703 | $1.1M |
| Aprio Wealth Management, LLC | 0.06% | Add +0.0% | 11,644 | $1.1M |
| Fortitude Family Office, LLC | 0.26% | Add +1.5% | 11,615 | $1.1M |
| Stratos Investment Management, LLC | 0.04% | Add +0.1% | 11,471 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -3.8% | 11,255 | $1.1M |
| Stephens Inc. | 0.01% | Reduce -2.1% | 11,223 | $1.1M |
| Marietta Wealth Management, LLC | 0.13% | Reduce -0.3% | 11,220 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +0.6% | 11,209 | $1.1M |
| Bangor Savings Bank | 0.09% | No change | 11,168 | $1.1M |
| Western Wealth Management, LLC | 0.05% | Add +3.7% | 11,097 | $1.1M |
| Laurel Wealth Advisors LLC | 0.14% | Add +0.0% | 11,074 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Reduce -8.5% | 11,044 | $1.1M |
| Orleans Capital Management Corp. | 0.66% | New | 11,001 | $1.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 10,941 | $1.1M |
| Capital Analysts, LLC | 0.03% | No change | 10,862 | $1.1M |
| MainStreet Investment Advisors LLC | 0.15% | Reduce -2.2% | 10,848 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 10,812 | $1.0M |
| PKS Advisory Services, LLC | 0.24% | Add +3.0% | 10,753 | $1.0M |
| Front Row Advisors LLC | 0.35% | Reduce -3.6% | 10,686 | $1.0M |
| Bank of Stockton | 0.30% | Reduce -10.9% | 10,655 | $1.0M |
| Meridian Investment Counsel Inc. | 0.25% | No change | 10,644 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.0% | 10,639 | $1.0M |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | Add +1.2% | 10,589 | $1.0M |
| TD Private Client Wealth LLC | 0.02% | Reduce -8.8% | 10,585 | $1.0M |
| Dearborn Partners LLC | 0.05% | No change | 10,505 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -1.9% | 10,449 | $1.0M |
| Patten Group, Inc. | 0.19% | Reduce -24.6% | 10,343 | $1.0M |
| Hazlett, Burt & Watson, Inc. | 0.32% | Add +76.2% | 10,275 | $995K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.2% | 10,233 | $991K |
| Harbour Capital Advisors, LLC | 0.20% | No change | 10,055 | $989K |
| Park Place Capital Corp | 0.21% | Reduce -20.5% | 10,187 | $987K |
| First Trust Advisors LP | 0.00% | Add +0.3% | 10,161 | $984K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -1.5% | 10,158 | $984K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.5% | 9,495 | $975K |
| Heartwood Wealth Advisors LLC | 0.09% | No change | 10,059 | $975K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -8.4% | 10,015 | $970K |
| Fairscale Capital, LLC | 0.64% | Add +14.4% | 9,981 | $967K |
| Ballentine Partners, LLC | 0.01% | Reduce -2.8% | 9,976 | $966K |
| Mutual Advisors, LLC | 0.02% | Add +127.9% | 9,952 | $964K |
| Breakwater Capital Group | 0.13% | Reduce -14.0% | 9,879 | $957K |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +74.8% | 9,837 | $953K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.1% | 9,788 | $948K |
| WealthShield Partners, LLC | 0.10% | Add +0.0% | 9,762 | $946K |
| Atlas Brown,Inc. | 0.28% | Reduce -0.1% | 9,697 | $939K |
| Tannin Capital LLC | 0.84% | — | 9,689 | $939K |
| Cadence Bank | 0.05% | Reduce -2.5% | 9,586 | $929K |
| Cordoba Advisory Partners LLC | 0.23% | — | 9,559 | $927K |
| RKL Wealth Management LLC | 0.08% | Reduce -9.5% | 9,486 | $919K |
| Parallel Advisors, LLC | 0.02% | Add +28.4% | 9,456 | $916K |
| Private Trust Co. NA | 0.08% | Reduce -3.9% | 9,450 | $916K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.7% | 9,311 | $902K |
| Griffin Asset Management, Inc. | 0.10% | Reduce -4.0% | 9,276 | $899K |
| Venture Visionary Partners LLC | 0.03% | No change | 9,252 | $896K |
| Fayez Sarofim & Co | 0.00% | No change | 9,249 | $896K |
| AdvisorNet Financial, Inc | 0.05% | Add +2.3% | 9,175 | $889K |
| Benjamin Edwards Inc. | 0.01% | Add +2.7% | 9,137 | $885K |
| Tudor Investment Corporation | 0.01% | New | 9,104 | $882K |
| Financial Alternatives, Inc | 0.51% | No change | 9,084 | $880K |
| Oakworth Capital, Inc. | 0.05% | No change | 9,040 | $876K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +104.0% | 8,890 | $875K |
| Chilton Investment Co. Inc. | 0.02% | No change | 9,020 | $874K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.1% | 8,972 | $869K |
| Truepoint, Inc. | 0.02% | Add +0.0% | 8,927 | $865K |
| NTV Asset Management LLC | 0.09% | Reduce -0.6% | 8,870 | $859K |
| Veratis Advisors, Inc. | 0.68% | — | 8,190 | $856K |
| Topsail Wealth Management, LLC | 0.12% | No change | 8,691 | $842K |
| Atlantic Edge Private Wealth Management, LLC | 0.21% | No change | 8,583 | $832K |
| Bluedoor Private Wealth, LLC | 0.38% | — | 8,560 | $829K |
| Brandywine Oak Private Wealth LLC | 0.07% | No change | 8,414 | $815K |
| DSG Capital Advisors, LLC | 0.12% | New | 7,852 | $814K |
| Renasant Bank | 0.55% | Reduce -20.7% | 8,393 | $813K |
| Welch & Forbes LLC | 0.01% | Reduce -0.4% | 8,373 | $811K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +21.4% | 8,332 | $807K |
| SageView Advisory Group, LLC | 0.03% | Reduce -8.3% | 8,325 | $807K |
| Tudor Financial Inc. | 0.41% | Reduce -2.0% | 8,302 | $804K |
| Wagner Wealth Management, LLC | 0.17% | New | 8,264 | $801K |
| IFP Advisors, Inc | 0.02% | Add +21.5% | 8,101 | $785K |
| Compton Wealth Advisory Group, LLC | 0.17% | No change | 8,099 | $785K |
| Gables Capital Management Inc. | 0.33% | No change | 8,016 | $777K |
| Bridges Investment Management Inc. | 0.01% | Reduce -2.5% | 8,010 | $776K |
| Montecito Bank & Trust | 0.12% | No change | 7,962 | $771K |
| Choreo, LLC | 0.01% | Add +0.1% | 7,854 | $769K |
| Crescent Grove Advisors, LLC | 0.07% | Reduce -0.6% | 7,866 | $762K |
| Corsair Capital Management, L.P. | 0.13% | No change | 7,833 | $759K |
| Milestones Private Investment Advisors LLC | 0.52% | No change | 7,811 | $757K |
| Glenview Trust Co | 0.01% | Add +8.2% | 7,780 | $754K |
| TCV Trust & Wealth Management, Inc. | 0.06% | No change | 7,689 | $745K |
| Outlook Wealth Advisors, LLC | 0.17% | No change | 7,660 | $742K |
| RFG Advisory, LLC | 0.01% | Add +0.7% | 7,653 | $741K |
| Peterson Wealth Advisors, LLC | 0.10% | Add +0.2% | 7,596 | $736K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -6.2% | 7,584 | $735K |
| Allen Investment Management, LLC | 0.01% | No change | 7,556 | $732K |
| Davidson Trust Co. | 0.31% | Add +6.1% | 7,554 | $732K |
| Hyundai Investments Co., Ltd. | 0.71% | New | 7,461 | $731K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 7,164 | $727K |
| Focus Financial Network, Inc. | 0.03% | Add +5.6% | 7,499 | $726K |
| Evoke Wealth, LLC | 0.01% | Add +1.1% | 7,462 | $723K |
| United Community Bank | 0.27% | No change | 7,402 | $717K |
| SouthState Bank Corp | 0.03% | Reduce -7.6% | 7,388 | $716K |
| PFG Advisors | 0.03% | Reduce -67.2% | 7,331 | $710K |
| ProVise Management Group, LLC | 0.05% | No change | 7,321 | $709K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -9.6% | 7,290 | $706K |
| Busey Bank | 0.02% | Reduce -0.3% | 7,265 | $704K |
| Hubbell Strickland Wealth Management, LLC | 0.28% | Add +0.1% | 7,225 | $700K |
| Awm Capital, LLC | 0.06% | No change | 7,224 | $700K |
| Compass Financial Group, Inc. (Ohio) | 0.51% | — | 7,208 | $698K |
| Corundum Group, Inc. | 0.23% | Add +2.9% | 7,200 | $698K |
| Hickory Point Bank & Trust | 0.50% | No change | 7,181 | $696K |
| Z3 Capital Partners, LLC | 0.17% | — | 7,177 | $695K |
| Private Management Group Inc. | 0.02% | No change | 7,165 | $694K |
| River Street Advisors LLC | 0.26% | No change | 7,090 | $687K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 7,056 | $684K |
| Texas Bank & Trust Co | 0.25% | Reduce -2.1% | 6,969 | $675K |
| Prosperity Planning, Inc. | 0.25% | Add +0.4% | 6,944 | $673K |
| Armstrong Advisory Group, Inc. | 0.05% | Reduce -0.1% | 6,917 | $670K |
| Daner Wealth Management, LLC | 0.41% | Reduce -1.4% | 6,372 | $670K |
| Great Lakes Advisors, LLC | 0.01% | No change | 6,907 | $669K |
| FineMark National Bank & Trust | 0.02% | No change | 6,795 | $658K |
| Alerus Financial NA | 0.03% | No change | 6,790 | $658K |
| Pacific Sun Financial Corp | 0.32% | Add +1.5% | 6,762 | $655K |
| United Capital Financial Advisors, LLC | 0.00% | Add +11.3% | 6,716 | $651K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -1.9% | 6,706 | $650K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -55.5% | 6,675 | $647K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.0% | 6,631 | $642K |
| Bonfire Financial | 0.48% | Add +0.0% | 6,618 | $641K |
| Guerra Pan Advisors, LLC | 0.38% | Reduce -0.1% | 6,609 | $640K |
| HMS Capital Management, LLC | 0.26% | Add +74.5% | 6,582 | $638K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -12.5% | 6,579 | $637K |
| Park Avenue Securities LLC | 0.01% | Reduce -7.2% | 6,570 | $637K |
| Veracity Capital LLC | 0.19% | Reduce -0.7% | 6,524 | $632K |
| Massachusetts Financial Services Co. | 0.00% | New | 6,522 | $632K |
| Ieq Capital, LLC | 0.00% | Add +104.4% | 6,473 | $627K |
| Richards, Merrill & Peterson, Inc. | 0.24% | No change | 6,471 | $627K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 6,449 | $625K |
| Smith & Howard Wealth Management, LLC | 0.14% | Reduce -1.0% | 6,442 | $624K |
| Insigneo Advisory Services, LLC | 0.04% | New | 6,440 | $624K |
| Glen Eagle Advisors, LLC | 0.08% | Reduce -2.1% | 6,409 | $621K |
| Legacy Private Trust Co. | 0.04% | Reduce -0.3% | 6,374 | $618K |
| Washington Trust Bank | 0.04% | No change | 6,371 | $617K |
| Keel Point, LLC | 0.04% | Add +0.1% | 6,365 | $617K |
| Mather Group, Llc. | 0.01% | Add +0.8% | 6,352 | $615K |
| MSH Capital Advisors LLC | 0.13% | No change | 6,340 | $614K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.7% | 6,326 | $612K |
| Signature Wealth Management Partners, LLC | 0.30% | No change | 6,300 | $610K |
| Palisade Asset Management, LLC | 0.06% | No change | 6,257 | $606K |
| Confluence Wealth Services, Inc. | 0.03% | Add +133.9% | 6,254 | $606K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.23% | Add +1.8% | 6,179 | $599K |
| August Group Capital Ltd | 0.66% | — | 6,166 | $597K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 6,143 | $595K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,134 | $594K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -53.6% | 6,130 | $594K |
| Mission Wealth Management, LP | 0.01% | Add +0.5% | 6,073 | $588K |
| Greenspring Advisors, LLC | 0.04% | New | 6,046 | $586K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Add +0.0% | 6,000 | $581K |
| Key Financial Inc | 0.11% | Reduce -9.6% | 5,979 | $579K |
| RPS Advisory Solutions LLC | 0.27% | Reduce -1.5% | 5,929 | $574K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Add +0.1% | 5,904 | $572K |
| IFG Advisors, LLC | 0.09% | Add +0.0% | 5,883 | $570K |
| Stephen J. Garry & Associates, LLC | 0.45% | No change | 5,860 | $568K |
| Destiny Capital Corp | 0.29% | Add +64.7% | 5,834 | $565K |
| Independent Wealth Network Inc. | 0.17% | Reduce -1.4% | 5,757 | $558K |
| OneAscent Family Office, LLC | 0.38% | Reduce -47.0% | 5,753 | $557K |
| Crusonia Wealth Advisors LLC | 0.12% | — | 5,640 | $546K |
| Sunpointe, LLC | 0.18% | Add +3.1% | 5,613 | $544K |
| Hilltop Holdings Inc. | 0.03% | No change | 5,550 | $538K |
| Geometric Wealth Advisors | 0.07% | No change | 5,537 | $536K |
| Resonant Capital Advisors, LLC | 0.03% | New | 5,500 | $533K |
| HBK Sorce Advisory LLC | 0.01% | No change | 5,083 | $532K |
| Greenup Street Wealth Management LLC | 0.08% | Reduce -12.1% | 5,483 | $531K |
| CRA Financial Services, LLC | 0.07% | No change | 5,414 | $525K |
| American Financial & Tax Strategies Inc. | 0.26% | No change | 5,406 | $524K |
| 21 West Wealth Management LLC | 0.48% | No change | 5,404 | $524K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -2.0% | 5,083 | $523K |
| 626 Financial, LLC | 0.23% | No change | 5,380 | $521K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,370 | $520K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -1.0% | 5,367 | $520K |
| Highland Capital Management, LLC | 0.03% | No change | 5,314 | $515K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.0% | 5,310 | $514K |
| Dentgroup LLC | 0.35% | No change | 5,294 | $513K |
| Pure Financial Advisors, LLC | 0.01% | No change | 5,293 | $513K |
| Montis Financial, LLC | 0.10% | Add +0.4% | 5,246 | $508K |
| Sowell Financial Services LLC | 0.02% | Add +7.0% | 5,236 | $507K |
| Harbour Trust & Investment Management Co | 0.05% | Reduce -6.7% | 5,208 | $505K |
| Mattern Wealth Management LLC | 0.10% | No change | 5,161 | $500K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Add +47.1% | 5,120 | $496K |
| KLCM Advisors, Inc. | 0.04% | New | 5,104 | $494K |
| AE Wealth Management LLC | 0.00% | Add +19.5% | 5,060 | $490K |
| Mosaic Family Wealth Partners, LLC | 0.05% | No change | 5,051 | $489K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -3.9% | 5,039 | $488K |
| Mezzasalma Advisors, LLC | 0.12% | No change | 4,903 | $482K |
| Haverford Trust Co | 0.00% | No change | 4,976 | $482K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 4,973 | $482K |
| Petra Financial Advisors Inc. | 0.28% | No change | 4,901 | $475K |
| MidAtlantic Capital Management, Inc. | 0.30% | Add +3.0% | 4,883 | $473K |
| Tompkins Financial Corp. | 0.04% | No change | 4,858 | $471K |
| Betterment LLC | 0.00% | Reduce -16.0% | 4,845 | $469K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -2.0% | 4,839 | $469K |
| Allium Financial Advisors, LLC | 0.37% | No change | 4,838 | $469K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -10.8% | 4,826 | $468K |
| Jacobi Capital Management LLC | 0.03% | No change | 4,811 | $466K |
| Sei Investments Co. | 0.00% | New | 4,809 | $466K |
| Sigma Investment Counselors Inc. | 0.02% | Add +0.1% | 4,800 | $465K |
| Clarity Financial LLC | 0.04% | No change | 4,784 | $463K |
| Saxon Interests, Inc. | 0.16% | Add +0.1% | 4,773 | $462K |
| Sawgrass Asset Management LLC | 0.06% | No change | 4,721 | $457K |
| Biltmore Family Office, LLC | 0.06% | No change | 4,674 | $453K |
| EFG International AG | 0.01% | — | 4,640 | $450K |
| Friday Financial | 0.16% | No change | 4,638 | $449K |
| Meridian Financial Advisors, LLC | 0.24% | Reduce -13.5% | 4,633 | $449K |
| Harbour Investments, Inc. | 0.01% | Add +3.5% | 4,580 | $444K |
| PCG Wealth Advisors, LLC | 0.13% | Add +0.1% | 4,571 | $443K |
| Fidelis Capital Partners, LLC | 0.03% | Add +15.9% | 4,524 | $438K |
| Belpointe Asset Management LLC | 0.02% | Add +3.0% | 4,515 | $437K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +17.5% | 4,469 | $433K |
| KPP Advisory Services LLC | 0.06% | No change | 4,464 | $432K |
| Crewe Advisors LLC | 0.04% | No change | 4,458 | $432K |
| Rothschild Wealth LLC | 0.04% | New | 4,452 | $431K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -18.5% | 4,448 | $431K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -21.4% | 4,445 | $431K |
| IFG Advisory, LLC | 0.02% | Reduce -0.6% | 4,410 | $427K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 4,410 | $427K |
| Laurel Oak Wealth Management, LLC | 0.07% | — | 4,335 | $420K |
| Clientfirst Wealth Management, LLC | 0.34% | No change | 4,324 | $419K |
| CoreCap Advisors, LLC | 0.01% | Add +4.1% | 4,311 | $418K |
| Fiduciary Trust Co | 0.00% | Reduce -4.3% | 4,242 | $411K |
| Wesbanco Bank Inc. | 0.01% | Reduce -25.0% | 4,235 | $410K |
| Meramec Financial Planners, LLC | 0.16% | — | 3,913 | $410K |
| Parcion Private Wealth LLC | 0.02% | Reduce -37.9% | 4,229 | $410K |
| NCM Capital Management, LLC | 0.15% | Add +0.1% | 4,185 | $405K |
| Vickerman Investment Advisors, Inc. | 0.08% | Add +3.5% | 4,154 | $402K |
| Equitable Trust Co. | 0.02% | No change | 4,138 | $401K |
| Old Second National Bank of Aurora | 0.08% | No change | 4,119 | $399K |
| Carnegie Investment Counsel | 0.01% | No change | 4,096 | $397K |
| All Terrain Financial Advisors, LLC | 0.12% | No change | 4,086 | $396K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 4,067 | $394K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -12.6% | 4,068 | $394K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.7% | 4,059 | $393K |
| Community Bank, N.A. | 0.05% | No change | 4,045 | $392K |
| Intrust Bank NA | 0.03% | No change | 3,991 | $387K |
| MKT Advisors LLC | 0.13% | Reduce -3.1% | 3,874 | $386K |
| Doliver Advisors, LP | 0.10% | Reduce -2.5% | 3,980 | $386K |
| Bar Harbor Wealth Management | 0.02% | Reduce -1.0% | 3,978 | $385K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.2% | 3,974 | $385K |
| Financial Partners Group, Inc | 0.04% | Add +0.0% | 3,810 | $384K |
| Merkkuri Wealth Advisors LLC | 0.26% | Reduce -20.6% | 3,960 | $384K |
| American Wealth Advisors, LLC | 0.37% | Add +0.2% | 3,934 | $381K |
| Norris Perne & French LLP | 0.03% | No change | 3,916 | $379K |
| HCR Wealth Advisors | 0.04% | No change | 3,913 | $379K |
| Everstar Asset Management, LLC | 0.20% | No change | 3,912 | $379K |
| NBT Bank, N.A. | 0.02% | No change | 3,900 | $378K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -6.5% | 16,937 | $378K |
| XTX Topco Ltd | 0.01% | New | 3,893 | $377K |
| Fisher Asset Management | 0.00% | Add +2.9% | 3,887 | $377K |
| Goldenstone Wealth Management LLC | 0.28% | — | 3,886 | $376K |
| One Capital Management, LLC | 0.01% | Reduce -81.4% | 3,847 | $373K |
| HighPoint Advisor Group LLC | 0.01% | New | 3,843 | $372K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.0% | 3,828 | $371K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,813 | $369K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -3.3% | 3,812 | $369K |
| Carl P. Sherr & Co., LLC | 0.16% | Reduce -1.4% | 3,665 | $369K |
| Geneos Wealth Management Inc. | 0.01% | No change | 3,809 | $369K |
| Linscomb Wealth, Inc. | 0.02% | No change | 3,794 | $368K |
| Independence Bank of Kentucky | 0.05% | No change | 3,760 | $364K |
| Dover Advisors, LLC | 0.14% | Reduce -2.3% | 3,751 | $363K |
| Arq Wealth Advisors, LLC | 0.10% | No change | 3,750 | $363K |
| Sapient Capital LLC | 0.01% | Add +23.4% | 3,685 | $361K |
| Brookstone Capital Management | 0.00% | Add +41.6% | 3,724 | $361K |
| Bay Capital Advisors, LLC | 0.22% | No change | 3,722 | $361K |
| Johnson Financial Group, LLC | 0.02% | No change | 3,695 | $358K |
| Breachway Investments LLC | 0.37% | — | 3,658 | $354K |
| Pettyjohn, Wood & White, Inc. | 0.06% | New | 3,651 | $354K |
| Delta Investment Management, LLC | 0.06% | No change | 3,638 | $352K |
| Glassman Wealth Services | 0.05% | No change | 3,636 | $352K |
| Trueblood Wealth Management, LLC | 0.14% | Add +0.2% | 3,636 | $352K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | Reduce -3.7% | 3,600 | $349K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -3.2% | 3,600 | $349K |
| Balboa Wealth Partners | 0.06% | No change | 3,580 | $347K |
| Russell Investments Group, Ltd. | 0.00% | Add +19.4% | 3,574 | $346K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,550 | $344K |
| Bensler, LLC | 0.03% | Reduce -5.4% | 3,504 | $339K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -0.4% | 3,500 | $339K |
| Ally Invest Advisors Inc. | 0.02% | Add +0.3% | 3,480 | $337K |
| Accredited Investors Inc. | 0.02% | Reduce -3.8% | 3,469 | $336K |
| Parkside Financial Bank & Trust | 0.03% | No change | 3,453 | $335K |
| DAVENPORT & Co LLC | 0.00% | Reduce -16.2% | 3,451 | $334K |
| Wedbush Securities Inc. | 0.01% | Add +41.4% | 3,435 | $333K |
| Sandy Cove Advisors, LLC | 0.10% | Add +0.1% | 3,434 | $333K |
| Terril Brothers, Inc. | 0.09% | Reduce -12.8% | 3,406 | $330K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -5.2% | 3,405 | $330K |
| Diversify Wealth Management, LLC | 0.02% | Add +2.8% | 3,221 | $330K |
| Northeast Investment Management | 0.01% | No change | 3,402 | $330K |
| 2UniFi Bank | 0.16% | No change | 3,390 | $328K |
| Ancora Advisors LLC | 0.01% | No change | 3,385 | $328K |
| Wick Capital Partners, LLC | 0.06% | No change | 3,383 | $328K |
| MLP3, LLC | 0.35% | — | 3,348 | $324K |
| American Trust | 0.03% | Add +1.2% | 3,337 | $323K |
| Lanark Financial, Inc. | 0.02% | Add +7.3% | 3,329 | $323K |
| Personal Cfo Solutions, LLC | 0.05% | Add +0.1% | 3,301 | $320K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 3,296 | $319K |
| Walled Lake Planning & Wealth Management, LLC | 0.10% | Reduce -1.7% | 3,291 | $319K |
| Cove Private Wealth, LLC | 0.10% | No change | 3,290 | $319K |
| Opus Financial Solutions LLC | 0.30% | — | 3,280 | $318K |
| Old Peak Finance LLC | 0.20% | — | 3,280 | $318K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.0% | 3,273 | $317K |
| Probity Advisors, Inc. | 0.05% | No change | 3,260 | $316K |
| Richmond Investment Services, LLC | 0.05% | Add +0.1% | 3,247 | $315K |
| STAR Financial Bank | 0.16% | No change | 3,246 | $314K |
| Clayton Financial Group LLC | 0.16% | Add +13.4% | 3,246 | $314K |
| MV Capital Management, Inc. | 0.03% | Reduce -7.0% | 3,236 | $314K |
| Composition Wealth, LLC | 0.00% | Add +0.0% | 3,218 | $312K |
| Elm Partners Management LLC | 0.01% | Add +0.2% | 3,215 | $312K |
| SCS Capital Management LLC | 0.00% | Reduce -73.3% | 3,201 | $310K |
| Security National Bank of So Dak | 0.15% | No change | 3,200 | $310K |
| High Falls Advisors, Inc | 0.06% | No change | 3,200 | $310K |
| Matthew Goff Investment Advisor, LLC | 0.05% | No change | 3,199 | $310K |
| Farmers Trust Co. | 0.05% | No change | 3,168 | $307K |
| Strategic Blueprint, LLC | 0.02% | Add +0.0% | 3,150 | $305K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.8% | 3,129 | $303K |
| Mma Asset Management LLC | 0.11% | Reduce -0.2% | 3,111 | $301K |
| Buckhead Capital Management LLC | 0.11% | New | 3,050 | $295K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 3,036 | $294K |
| Thomasville National Bank | 0.02% | No change | 3,033 | $294K |
| Amplius Wealth Advisors, LLC | 0.02% | No change | 3,031 | $294K |
| Sage Financial Group Inc. | 0.02% | Add +2.4% | 3,021 | $293K |
| Insight Inv LLC | 0.16% | Reduce -1.0% | 3,014 | $292K |
| BDFS Capital LLC | 0.15% | — | 3,009 | $291K |
| Bailard, Inc. | 0.01% | No change | 3,003 | $291K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 3,000 | $291K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,993 | $290K |
| Eclectic Associates Inc. | 0.04% | No change | 2,968 | $288K |
| Burke & Herbert Bank & Trust Co. | 0.08% | Reduce -15.5% | 2,950 | $286K |
| Creekside Partners | 0.12% | No change | 2,931 | $284K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,922 | $283K |
| Huntleigh Advisors, Inc. | 0.05% | Add +1.0% | 2,911 | $282K |
| Condor Capital Management | 0.02% | No change | 2,908 | $282K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -2.5% | 2,902 | $281K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,900 | $281K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -3.6% | 2,899 | $281K |
| Motco | 0.03% | No change | 2,886 | $280K |
| Lyell Wealth Management, LP | 0.02% | No change | 2,875 | $279K |
| Silver Oak Securities, Incorporated | 0.02% | Add +28.3% | 2,836 | $278K |
| Aufman Associates Inc | 0.14% | No change | 2,859 | $277K |
| Essex Financial Services, Inc. | 0.02% | Add +4.7% | 2,854 | $277K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,844 | $276K |
| Ritholtz Wealth Management | 0.01% | No change | 2,804 | $272K |
| Independent Investors Inc. | 0.05% | No change | 2,800 | $271K |
| BBR Partners, LLC | 0.01% | No change | 2,800 | $271K |
| VeraBank, N.A. | 0.05% | No change | 2,798 | $271K |
| Chemung Canal Trust Co. | 0.05% | Reduce -0.9% | 2,783 | $270K |
| Westmount Partners, LLC | 0.07% | No change | 2,776 | $269K |
| Garrison Point Advisors, LLC | 0.12% | Add +0.7% | 2,770 | $268K |
| Farmers National Bank | 0.06% | No change | 2,766 | $268K |
| Winthrop Capital Management, LLC | 0.06% | Add +0.1% | 2,758 | $267K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,755 | $267K |
| Benchmark Financial, LLC | 0.27% | — | 2,752 | $267K |
| CNB Bank | 0.11% | No change | 2,737 | $265K |
| Savvy Advisors, Inc. | 0.01% | New | 2,734 | $265K |
| First City Capital Management, Inc. | 0.14% | No change | 2,732 | $265K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 2,728 | $264K |
| Greater Midwest Financial Group, LLC | 0.15% | Add +0.2% | 2,724 | $264K |
| McCarter Private Wealth Services LLC | 0.12% | Reduce -14.0% | 2,713 | $263K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 2,700 | $262K |
| SB Capital Management Inc | 0.10% | — | 2,677 | $259K |
| Uptick Partners, LLC | 0.06% | Reduce -31.5% | 2,662 | $258K |
| Plotkin Financial Advisors, LLC | 0.13% | No change | 2,644 | $256K |
| Dakota Wealth Management | 0.00% | No change | 2,595 | $251K |
| Geneva Capital Management LLC | 0.00% | New | 2,582 | $250K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -3.1% | 2,577 | $250K |
| First Manhattan Co. Llc. | 0.00% | New | 2,562 | $248K |
| Fee-Only Financial Planning, L.C. | 0.14% | No change | 2,560 | $248K |
| Lazari Capital Management, Inc. | 0.08% | No change | 2,560 | $248K |
| Trivium Point Advisory, LLC | 0.02% | New | 2,545 | $247K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 2,540 | $246K |
| Moneywise, Inc. | 0.10% | Add +0.1% | 2,535 | $246K |
| Nwam LLC | 0.01% | Add +0.0% | 2,466 | $245K |
| Csenge Advisory Group | 0.01% | Add +1.6% | 2,515 | $244K |
| Sterling Investment Counsel, LLC | 0.07% | No change | 2,504 | $243K |
| Elyxium Wealth, LLC | 0.07% | No change | 2,480 | $240K |
| BIP Wealth, LLC | 0.01% | No change | 2,467 | $239K |
| Modern Wealth Management, LLC | 0.00% | Reduce -12.5% | 2,453 | $238K |
| Park Capital Management, LLC / WI | 0.17% | No change | 2,451 | $237K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.2% | 2,445 | $237K |
| Stanich Group LLC | 0.18% | No change | 2,435 | $236K |
| Clear Trail Advisors, LLC | 0.05% | — | 2,428 | $235K |
| Smith, Moore & Co. | 0.02% | No change | 2,424 | $235K |
| Strategies Wealth Advisors, LLC | 0.02% | No change | 2,416 | $234K |
| DT Investment Partners, LLC | 0.02% | No change | 2,400 | $233K |
| Legacy Financial Group LLC | 0.03% | No change | 2,293 | $232K |
| New Insight Wealth Advisors | 0.08% | Add +3.5% | 2,380 | $231K |
| Chapin Davis, Inc. | 0.05% | No change | 2,376 | $230K |
| Patriot Investment Management Group, Inc. | 0.01% | No change | 2,376 | $230K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,360 | $229K |
| Blue Trust, Inc. | 0.00% | Add +150.7% | 2,357 | $228K |
| Intergy Private Wealth, LLC | 0.07% | No change | 2,356 | $228K |
| Financial Life Planners | 0.16% | Add +0.2% | 2,354 | $228K |
| Radnor Capital Management, LLC | 0.03% | No change | 2,352 | $228K |
| Shrier Wealth Management, LLC | 0.09% | — | 2,345 | $227K |
| Traynor Capital Management, Inc. | 0.01% | Reduce -5.0% | 2,344 | $227K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +1.7% | 2,340 | $227K |
| Sightline Wealth Advisors, LLC | 0.10% | No change | 2,328 | $226K |
| Mgo One Seven LLC | 0.00% | No change | 2,326 | $225K |
| Advisors Management Group Inc. | 0.04% | Reduce -13.2% | 2,320 | $225K |
| Rockwood Wealth Management, LLC | 0.02% | New | 2,320 | $225K |
| Roman Butler Fullerton & Co. | 0.06% | Add +0.1% | 2,153 | $223K |
| Eagle Global Advisors LLC | 0.01% | Reduce -17.9% | 2,300 | $223K |
| Liberty Wealth Management LLC | 0.03% | Add +0.1% | 2,292 | $222K |
| First Interstate Bank | 0.01% | No change | 2,288 | $222K |
| LaFleur & Godfrey LLC | 0.03% | No change | 2,287 | $222K |
| Pacific Park Financial, Inc. | 0.14% | — | 2,286 | $221K |
| Wolff Wiese Magana LLC | 0.12% | No change | 2,285 | $221K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.6% | 2,252 | $218K |
| CFO4Life Group, LLC | 0.03% | No change | 2,250 | $218K |
| Granite Bay Wealth Management, LLC | 0.05% | No change | 2,247 | $218K |
| Arcadia Investment Advisors LLC | 0.10% | No change | 2,240 | $217K |
| Hidden Cove Wealth Management, LLC | 0.14% | No change | 2,240 | $217K |
| Klingman & Associates, LLC | 0.01% | No change | 2,239 | $217K |
| North Capital, Inc. | 0.19% | Reduce -0.0% | 2,228 | $216K |
| Highview Capital Management LLC | 0.08% | Reduce -5.1% | 2,216 | $215K |
| Gateway Wealth Partners, LLC | 0.02% | Add +0.1% | 2,212 | $214K |
| Colorado Capital Management, Inc. | 0.08% | No change | 2,199 | $213K |
| Parkshore Wealth Management, Inc. | 0.08% | Add +0.2% | 2,188 | $212K |
| N.E.W. Advisory Services LLC | 0.02% | No change | 2,179 | $211K |
| Freedom Day Solutions, LLC | 0.06% | No change | 2,179 | $211K |
| Midwest Capital Advisors, LLC | 0.10% | Add +0.2% | 2,172 | $210K |
| W Advisors, LLC | 0.11% | No change | 2,170 | $210K |
| Alpha Omega Wealth Management LLC | 0.03% | No change | 2,170 | $210K |
| Shakespeare Wealth Management, LLC | 0.05% | No change | 2,160 | $209K |
| Stevens Capital Partners | 0.05% | Add +2.2% | 2,158 | $209K |
| Revolve Wealth Partners, LLC | 0.02% | Reduce -1.3% | 2,150 | $208K |
| FSA Advisors, Inc. | 0.14% | New | 2,140 | $207K |
| West Bancorporation Inc. | 0.11% | Reduce -19.4% | 2,140 | $207K |
| TFB Advisors LLC | 0.06% | Add +0.1% | 2,132 | $207K |
| Eagle Bay Advisors LLC | 0.15% | Reduce -19.2% | 2,131 | $206K |
| Wealth Preservation Advisors, LLC | 0.10% | No change | 2,131 | $206K |
| Nilsine Partners, LLC | 0.02% | Reduce -8.6% | 2,102 | $204K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -98.7% | 2,094 | $203K |
| Quadcap Wealth Management, LLC | 0.02% | No change | 2,093 | $203K |
| FFT Wealth Management LLC | 0.04% | No change | 2,092 | $203K |
| Procyon Advisors, LLC | 0.01% | No change | 2,092 | $203K |
| Plan A Wealth LLC | 0.10% | No change | 2,091 | $203K |
| Summit Investment Advisory Services, LLC | 0.08% | Reduce -1.3% | 2,086 | $202K |
| Asset Dedication, LLC | 0.01% | Add +3.5% | 2,082 | $202K |
| Wealthspire Retirement, LLC | 0.01% | New | 2,074 | $201K |
| CWS Financial Advisors, LLC | 0.05% | New | 2,071 | $201K |
| Harvest Investment Services, LLC | 0.04% | New | 2,065 | $200K |
| Legacy Bridge, LLC | 0.08% | Add +7.5% | 2,047 | $198K |
| Noble Wealth Management PBC | 0.10% | Add +2.9% | 1,952 | $189K |
| Security National Bank | 0.03% | No change | 1,951 | $189K |
| Nalls Sherbakoff Group, LLC | 0.13% | No change | 1,916 | $186K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,894 | $183K |
| Valley National Advisers Inc. | 0.02% | New | 1,842 | $178K |
| CVA Family Office, LLC | 0.02% | No change | 1,804 | $175K |
| IFC & Insurance Marketing, Inc. | 0.17% | — | 1,798 | $174K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,795 | $174K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,761 | $171K |
| HM Payson & Co. | 0.00% | No change | 1,712 | $166K |
| West Paces Advisors Inc. | 0.03% | No change | 1,681 | $163K |
| Prosperity Bancshares Inc | 0.14% | — | 1,595 | $155K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,564 | $152K |
| Financial Perspectives, Inc | 0.04% | Add +21.3% | 1,563 | $151K |
| Clearstead Trust, LLC | 0.02% | No change | 1,560 | $151K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,554 | $151K |
| Assetmark, Inc. | 0.00% | Add +56.3% | 1,541 | $149K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,520 | $147K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,500 | $145K |
| Peachtree Investment Partners, LLC | 0.05% | Reduce -1.3% | 1,495 | $145K |
| Grove Bank & Trust | 0.02% | No change | 1,472 | $143K |
| Strategic Advocates LLC | 0.04% | No change | 1,431 | $140K |
| Gen-Wealth Partners Inc | 0.04% | No change | 1,440 | $140K |
| Quadrant Capital Group LLC | 0.00% | New | 1,408 | $136K |
| Titan Wealth (CI) Ltd | 0.05% | — | 1,400 | $136K |
| Rice Partnership, LLC | 0.02% | No change | 1,389 | $135K |
| Signaturefd, LLC | 0.00% | No change | 1,360 | $132K |
| Webster Bank, N. A. | 0.01% | No change | 1,352 | $131K |
| CENTRAL TRUST Co | 0.00% | No change | 1,342 | $130K |
| S.A. Mason LLC | 0.05% | No change | 1,336 | $129K |
| PFS Partners, LLC | 0.06% | No change | 1,332 | $129K |
| Walsh & Associates, LLC | 0.13% | — | 1,326 | $128K |
| Kentucky Trust Co | 0.06% | Reduce -21.8% | 1,220 | $118K |
| Horrell Capital Management, Inc. | 0.05% | No change | 1,220 | $118K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,200 | $116K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,170 | $113K |
| Montag A & Associates Inc. | 0.01% | Reduce -6.4% | 1,168 | $113K |
| SIMA Wealth Partners, LLC | 0.08% | No change | 1,138 | $110K |
| Founders Capital Management | 0.06% | No change | 1,126 | $109K |
| Three Bearings Fiduciary Advisors, Inc. | 0.10% | — | 1,074 | $108K |
| Windsor Advisory Group, LLC | 0.09% | No change | 1,076 | $104K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,068 | $103K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,034 | $100K |
| Dunhill Financial, LLC | 0.03% | No change | 1,005 | $97K |
| Register Financial Advisors LLC | 0.04% | No change | 1,000 | $97K |
| Sound Income Strategies, LLC | 0.00% | Add +136.4% | 936 | $97K |
| Aviso Financial Inc. | 0.00% | Reduce -83.5% | 941 | $91K |
| Basepoint Wealth LLC | 0.05% | New | 922 | $89K |
| Smithfield Trust Co | 0.00% | No change | 914 | $89K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -10.3% | 910 | $88K |
| Mill Capital Management, LLC | 0.01% | No change | 900 | $87K |
| ESL Trust Services, LLC | 0.02% | New | 898 | $87K |
| Rialto Wealth Management, LLC | 0.02% | New | 880 | $85K |
| Kings Path Partners LLC | 0.03% | No change | 840 | $81K |
| Smartleaf Asset Management LLC | 0.00% | Add +70.0% | 826 | $81K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 830 | $80K |
| Millstone Evans Group, LLC | 0.05% | No change | 827 | $80K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 771 | $75K |
| Modus Advisors, LLC | 0.02% | New | 764 | $74K |
| Glassy Mountain Advisors, Inc. | 0.02% | Add +0.3% | 751 | $73K |
| Root Financial Partners, LLC | 0.00% | Reduce -22.6% | 737 | $71K |
| Johnson Financial Group, Inc. | 0.00% | Add +28.5% | 726 | $70K |
| Sage Mountain Advisors LLC | 0.00% | No change | 725 | $70K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.1% | 722 | $70K |
| Hilltop National Bank | 0.02% | No change | 700 | $68K |
| Y.D. More Investments Ltd | 0.00% | No change | 680 | $66K |
| Thompson Investment Management, Inc. | 0.01% | No change | 656 | $64K |
| Kelleher Financial Advisors | 0.01% | No change | 620 | $60K |
| Milestone Investment Advisors LLC | 0.01% | No change | 608 | $59K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 600 | $58K |
| Merited Wealth, LLC | 0.05% | — | 596 | $58K |
| Quent Capital, LLC | 0.00% | No change | 578 | $56K |
| GAMMA Investing LLC | 0.00% | No change | 571 | $55K |
| Global Wealth Strategies & Associates | 0.01% | No change | 562 | $54K |
| Steph & Co. | 0.02% | No change | 560 | $54K |
| Wealth Watch Advisors, INC | 0.02% | Add +11.7% | 554 | $54K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.2% | 512 | $53K |
| Tidemark, LLC | 0.01% | Reduce -21.9% | 520 | $50K |
| American National Bank & Trust | 0.00% | Reduce -1.4% | 504 | $49K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $48K |
| Colonial Trust Advisors | 0.00% | No change | 495 | $48K |
| Burkett Financial Services, LLC | 0.02% | No change | 471 | $46K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 464 | $45K |
| High Note Wealth, LLC | 0.01% | No change | 452 | $44K |
| Armor Investment Advisors, LLC | 0.02% | No change | 440 | $43K |
| First Command Advisory Services, Inc. | 0.00% | No change | 439 | $43K |
| Capital Investment Counsel, Inc | 0.00% | New | 410 | $40K |
| IMA Advisory Services, Inc. | 0.00% | No change | 408 | $40K |
| Deutsche Bank AG | 0.00% | New | 404 | $39K |
| Abound Wealth Management | 0.01% | No change | 393 | $38K |
| Hanson & Doremus Investment Management | 0.00% | No change | 396 | $38K |
| Quaker Wealth Management, LLC | 0.01% | No change | 385 | $37K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 379 | $37K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -1.4% | 347 | $36K |
| Palouse Capital Management, Inc. | 0.02% | No change | 368 | $36K |
| Rossmore Private Capital | 0.00% | No change | 366 | $35K |
| Atwood & Palmer Inc. | 0.00% | No change | 365 | $35K |
| SHP Wealth Management | 0.00% | — | 361 | $35K |
| Centennial Bank | 0.01% | No change | 350 | $34K |
| Planning Project LLC | 0.01% | — | 343 | $33K |
| Align Financial, LLC | 0.02% | — | 32,552 | $33K |
| Sankala Group LLC | 0.03% | — | 298 | $32K |
| Hollencrest Capital Management | 0.00% | No change | 320 | $31K |
| Pacific Center for Financial Services | 0.01% | No change | 308 | $30K |
| First PREMIER Bank | 0.01% | No change | 296 | $29K |
| Nemes Rush Group LLC | 0.00% | New | 293 | $28K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 288 | $28K |
| Westside Investment Management, Inc. | 0.00% | No change | 288 | $28K |
| SYM FINANCIAL Corp | 0.00% | Add +40.5% | 281 | $27K |
| Citizens National Bank Trust Department | 0.00% | No change | 280 | $27K |
| Rothschild Investment LLC | 0.00% | No change | 272 | $26K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -30.0% | 257 | $25K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 256 | $25K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 247 | $24K |
| Financial Connections Group, Inc. | 0.01% | No change | 240 | $23K |
| BankPlus Trust Department | 0.01% | No change | 233 | $23K |
| Piedmont Capital Management, LLC | 0.01% | — | 233 | $23K |
| Matrix Private Capital Group LLC | 0.01% | Add +43.8% | 230 | $22K |
| Tsfg, LLC | 0.00% | No change | 232 | $22K |
| Creative Capital Management Investments LLC | 0.01% | No change | 204 | $20K |
| 1015 Capital Partners, LLC | 0.02% | — | 200 | $19K |
| Godsey & Gibb, Inc. | 0.00% | New | 185 | $18K |
| Archer Investment Corp | 0.00% | Reduce -14.0% | 184 | $18K |
| North Star Investment Management Corp. | 0.00% | No change | 174 | $17K |
| Imprint Wealth LLC | 0.08% | No change | 173 | $17K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 160 | $16K |
| Piscataqua Savings Bank | 0.01% | No change | 160 | $16K |
| Caldwell Trust Co | 0.00% | No change | 159 | $15K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 159 | $15K |
| Larson Financial Group LLC | 0.00% | Reduce -26.9% | 158 | $15K |
| Beacon Financial Strategies CORP | 0.01% | New | 156 | $15K |
| Gleason Group, Inc. | 0.00% | Add +0.7% | 155 | $15K |
| Ballast Advisors LLC | 0.00% | No change | 150 | $15K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 147 | $14K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 145 | $14K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 132 | $13K |
| CoreFirst Bank & Trust | 0.01% | No change | 132 | $13K |
| NorthAvenue LLC | 0.01% | — | 128 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $12K |
| Rossby Financial, LCC | 0.00% | Reduce -69.8% | 121 | $12K |
| West Branch Capital LLC | 0.00% | Reduce -72.5% | 114 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 112 | $11K |
| Bullock Wealth Management Group | 0.01% | — | 112 | $11K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -87.1% | 112 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 112 | $11K |
| Adirondack Trust Co. | 0.00% | No change | 112 | $11K |
| Bank of New Hampshire | 0.00% | No change | 107 | $10K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 100 | $10K |
| Ameriflex Group, Inc. | 0.01% | New | 100 | $10K |
| Trust Co | 0.00% | No change | 96 | $9K |
| Hughes Financial Services, LLC | 0.00% | No change | 94 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 72 | $8K |
| Strive Financial Group ,LLC | 0.00% | — | 82 | $8K |
| Essential Investment Partners LLC | 0.01% | — | 80 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 76 | $7K |
| TOWER TRUST & INVESTMENT Co | 0.00% | Reduce -34.8% | 75 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 72 | $7K |
| Sawyer & Company, Inc | 0.00% | No change | 71 | $7K |
| Creative Financial Designs Inc. | 0.00% | Add +1.6% | 65 | $6K |
| Van Den Berg Management I, Inc. | 0.00% | New | 64 | $6K |
| RMG Wealth Management LLC | 0.00% | Reduce -90.7% | 47 | $6K |
| McGuire Capital Advisors Inc. | 0.00% | — | 60 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 58 | $6K |
| Bayban | 0.00% | — | 56 | $5K |
| Sittner & Nelson, LLC | 0.00% | No change | 48 | $5K |
| New Millennium Group LLC | 0.00% | Reduce -15.0% | 51 | $5K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 48 | $5K |
| Integrity Financial Corp | 0.00% | No change | 43 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -94.1% | 42 | $4K |
| Avion Wealth | 0.00% | Reduce -45.5% | 48 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 36 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -30.8% | 27 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 31 | $3K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -36.2% | 30 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 20 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 16 | $2K |
| Investors Research Corp | 0.00% | No change | 10 | $969 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $880 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 8 | $775 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 7 | $645 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -80.0% | 5 | $484 |
| Legacy Wealth Managment, LLC | 0.00% | New | 4 | $388 |
| Ransom Advisory, Ltd | 0.00% | New | 2 | $194 |
| Networth Advisors, LLC | 0.00% | — | 1 | $97 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $93 |
"% 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.