iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q1 2026 (March 31)938holders +17
67new positions
46sold out
3famous investors
$100.57avg. 13F price*
At the end of Q1 2026, 938 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 17 from Q4 2025. 67 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($783.8M), Wells Fargo & Company ($590.5M) and FMR LLC ($462.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $414.9M |
| Exits | 46 | $20.0M |
All 13F filers, Q4 2025 → Q1 2026: 7,357,653 shares bought and 2,101,367 shares sold, net +5,256,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 938 holders
| Morgan Stanley | 0.05% | Add +7.9% | 7,789,591 | $783.8M |
| Wells Fargo & Company | 0.12% | Reduce -1.1% | 5,868,364 | $590.5M |
| FMR LLC | 0.02% | Add +10.2% | 4,600,564 | $462.9M |
| Bank of America Corp. | 0.03% | Reduce -0.3% | 3,612,759 | $363.5M |
| True Freedom Investing, LLC | 17.41% | New | 2,256,315 | $227.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -4.9% | 2,162,666 | $217.6M |
| UBS Group AG | 0.04% | Reduce -4.3% | 2,086,484 | $209.9M |
| Envestnet Asset Management Inc. | 0.05% | Add +5.0% | 1,961,451 | $197.4M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -0.3% | 1,934,048 | $194.6M |
| Raymond James Financial Inc. | 0.05% | Reduce -19.5% | 1,478,069 | $148.7M |
| LPL Financial LLC | 0.04% | Reduce -0.4% | 1,433,081 | $144.2M |
| Financial Engines Advisors L.L.C. | 0.25% | Reduce -6.0% | 1,231,346 | $123.9M |
| D.A. Davidson & Co. | 0.75% | Add +2.8% | 1,226,067 | $123.4M |
| Northern Trust Corp. | 0.01% | Reduce -0.8% | 1,124,475 | $113.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.2% | 1,110,021 | $111.7M |
| USA Financial Formulas | 19.76% | New | 1,041,989 | $104.8M |
| Bank of New York Mellon Corp | 0.02% | Add +15.6% | 949,569 | $95.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.1% | 945,865 | $95.2M |
| JPMorgan Chase & Co. | 0.01% | Add +2.0% | 903,223 | $87.8M |
| MAI Capital Management | 0.41% | Reduce -0.1% | 722,750 | $72.7M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -2.7% | 591,381 | $59.5M |
| Jones Financial Companies LLLP | 0.03% | Add +34.9% | 574,619 | $56.8M |
| Keybank National Association | 0.21% | Reduce -0.8% | 558,716 | $56.2M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 551,904 | $55.5M |
| HighTower Advisors, LLC | 0.06% | Reduce -7.3% | 538,870 | $54.2M |
| Cerity Partners LLC | 0.08% | Add +6.0% | 530,687 | $53.4M |
| Modern Wealth Management, LLC | 0.86% | Add +19935.1% | 491,460 | $50.0M |
| Joel Isaacson & Co., LLC | 1.65% | Reduce -1.2% | 496,025 | $49.9M |
| Bokf, NA | 0.74% | Add +1.4% | 482,566 | $48.6M |
| Bank of Montreal | 0.02% | Reduce -8.6% | 472,625 | $47.6M |
| Willis Johnson & Associates, Inc. | 2.72% | Reduce -2.3% | 464,283 | $46.7M |
| Regions Financial Corp. | 0.30% | Reduce -0.4% | 462,176 | $46.5M |
| Focus Partners Wealth | 0.05% | Reduce -4.4% | 453,195 | $45.6M |
| Midland Wealth Advisors, LLC | 2.14% | Reduce -7.9% | 412,307 | $41.5M |
| Truist Financial Corp. | 0.05% | Reduce -2.3% | 387,348 | $39.0M |
| Moment Partners, LLC | 6.86% | Add +0.3% | 381,923 | $38.4M |
| Captrust Financial Advisors | 0.07% | Reduce -3.5% | 372,543 | $37.5M |
| Wilmington Savings Fund Society, FSB | 0.88% | Reduce -8.0% | 368,137 | $37.0M |
| Mariner, LLC | 0.04% | Reduce -7.9% | 322,074 | $32.4M |
| Lido Advisors, LLC | 0.12% | Add +7.0% | 307,696 | $31.0M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +2.2% | 306,286 | $30.8M |
| Fifth Third Bancorp | 0.05% | Add +105.2% | 295,026 | $29.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +7.1% | 280,395 | $28.2M |
| Savant Capital, LLC | 0.13% | Reduce -1.0% | 259,131 | $26.1M |
| Courier Capital LLC | 1.44% | Reduce -10.0% | 256,372 | $25.8M |
| Baird Financial Group, Inc. | 0.04% | Add +0.5% | 246,667 | $24.8M |
| Cetera Investment Advisers | 0.02% | Add +2.2% | 231,726 | $23.3M |
| AlphaCore Capital LLC | 0.52% | Reduce -2.5% | 216,732 | $21.8M |
| Capital Advisors, Ltd. LLC | 2.43% | Add +0.3% | 212,590 | $21.4M |
| Cassaday & Co Wealth Management LLC | 0.45% | Add +2.5% | 212,240 | $21.4M |
| Hudson Capital Management LLC | 5.52% | Add +6.5% | 206,070 | $20.7M |
| Creative Planning | 0.01% | Add +8.9% | 204,788 | $20.6M |
| Atlantic Union Bankshares Corp | 0.38% | Reduce -7.7% | 194,330 | $19.6M |
| Argent Trust Co | 0.66% | Add +14.7% | 192,490 | $19.4M |
| Stifel Financial Corp. | 0.02% | Reduce -5.0% | 189,533 | $19.1M |
| Sterling Financial Planning, Inc. | 5.53% | Add +0.9% | 185,467 | $18.7M |
| Inspirion Wealth Advisors, LLC | 2.29% | Reduce -24.3% | 182,728 | $18.4M |
| Kestra Advisory Services, LLC | 0.07% | Add +2.4% | 180,031 | $18.1M |
| Arax Advisory Partners | 0.50% | Reduce -6.6% | 177,634 | $17.9M |
| Salomon & Ludwin, LLC | 1.59% | Reduce -3.7% | 174,596 | $17.8M |
| Cullen/Frost Bankers, Inc. | 0.19% | Reduce -2.0% | 165,073 | $16.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.6% | 162,900 | $16.4M |
| Susquehanna International Group, LLP | 0.02% | Add +296.3% | 161,035 | $16.2M |
| Texas Yale Capital Corp. | 0.45% | Reduce -0.6% | 158,547 | $16.0M |
| Integrated Wealth Concepts LLC | 0.13% | Add +7394.3% | 156,931 | $15.8M |
| 1834 Investment Advisors Co. | 1.90% | Reduce -1.3% | 151,611 | $15.3M |
| CoreCap Advisors, LLC | 0.50% | Add +3286.2% | 145,980 | $14.7M |
| Waverly Advisors, LLC | 0.11% | Reduce -1.1% | 145,681 | $14.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +31.8% | 141,895 | $14.3M |
| Ifrah Financial Services, Inc. | 3.74% | Reduce -1.2% | 140,669 | $14.2M |
| GHP Investment Advisors, Inc. | 0.58% | Reduce -0.5% | 140,036 | $14.1M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +2.0% | 132,237 | $13.3M |
| Centaurus Financial, Inc. | 0.58% | New | 122,134 | $12.3M |
| First Merchants Corp. | 0.46% | Reduce -2.8% | 120,837 | $12.2M |
| PW Nova Financial Services LLC | 3.26% | Add +1.2% | 119,077 | $12.0M |
| Equitable Holdings, Inc. | 0.07% | Reduce -27.7% | 143,448 | $11.5M |
| AlTi Global, Inc. | 0.25% | Reduce -0.6% | 112,998 | $11.4M |
| US Bancorp \de | 0.01% | Reduce -4.8% | 102,055 | $10.3M |
| Ashton Thomas Private Wealth, LLC | 0.24% | Add +9.3% | 102,025 | $10.3M |
| White Pine Investment CO | 2.37% | Add +0.3% | 101,275 | $10.2M |
| HSBC Holdings PLC | 0.01% | Reduce -1.0% | 101,173 | $10.2M |
| Independent Financial Group, LLC | 0.23% | Add +619.3% | 100,594 | $10.1M |
| BNP Paribas Financial Markets | 0.01% | New | 100,001 | $10.1M |
| DDFG, Inc | 2.17% | Add +31.6% | 99,973 | $10.1M |
| Private Advisor Group, LLC | 0.05% | Add +27.5% | 99,862 | $10.0M |
| Blue Edge Capital, LLC | 1.31% | Add +2.6% | 98,194 | $9.9M |
| JFS Wealth Advisors, LLC | 0.53% | Reduce -0.7% | 93,755 | $9.4M |
| Broadview Financial Management, LLC | 6.37% | Reduce -1.1% | 92,714 | $9.3M |
| Associated Banc-Corp | 0.23% | Add +0.3% | 87,643 | $8.8M |
| Sanctuary Advisors, LLC | 0.05% | Add +1.3% | 85,576 | $8.6M |
| Bryn Mawr Trust Advisors, LLC | 0.41% | Reduce -0.7% | 83,841 | $8.4M |
| OFS Enterprise LLC | 2.43% | — | 82,207 | $8.3M |
| Buffalo Business & Estate Services Ltd. | 1.16% | Add +0.5% | 79,393 | $8.0M |
| SOA Wealth Advisors, LLC. | 1.49% | Reduce -1.9% | 78,860 | $7.9M |
| Callan Family Office, LLC | 0.18% | Add +0.1% | 78,813 | $7.9M |
| Mill Creek Capital Advisors, LLC | 0.16% | Reduce -11.7% | 77,366 | $7.8M |
| Rodgers & Associates, LTD | 0.79% | Reduce -0.2% | 77,150 | $7.8M |
| First Citizens Financial Corp | 3.49% | Reduce -0.2% | 73,432 | $7.4M |
| Heritage Trust Co | 0.74% | Add +3.3% | 73,272 | $7.4M |
| Denver PWM, LLC | 2.53% | Reduce -20.1% | 65,240 | $7.4M |
| Greenleaf Trust | 0.07% | Reduce -6.0% | 71,845 | $7.2M |
| Mechanics Bank Trust Department | 0.99% | Add +0.3% | 71,228 | $7.2M |
| Independent Advisor Alliance | 0.08% | New | 70,740 | $7.1M |
| Arkadios Wealth Advisors | 0.12% | Add +13.8% | 69,863 | $7.0M |
| Farther Finance Advisors, LLC | 0.07% | Add +0.8% | 67,659 | $6.9M |
| HB Wealth Management, LLC | 0.04% | Add +2.6% | 68,061 | $6.8M |
| Goelzer Investment Management, Inc. | 0.33% | Reduce -0.4% | 67,318 | $6.8M |
| Independence Financial Advisors, LLC | 2.02% | Add +1.6% | 67,012 | $6.7M |
| Ausdal Financial Partners, Inc. | 0.30% | New | 66,811 | $6.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +68.0% | 65,418 | $6.6M |
| Parr McKnight Wealth Management Group, LLC | 0.85% | New | 64,569 | $6.5M |
| JNBA Financial Advisors | 0.53% | Reduce -7.2% | 63,759 | $6.4M |
| Centerpoint Advisors, LLC | 2.04% | Reduce -1.0% | 62,308 | $6.3M |
| InvesTrust | 2.55% | No change | 60,384 | $6.1M |
| Guidance Point Advisors, LLC | 1.45% | Reduce -0.2% | 59,470 | $6.0M |
| World Investment Advisors | 0.10% | Add +17.9% | 58,736 | $5.9M |
| Sunbelt Securities, Inc. | 0.37% | Add +0.7% | 58,050 | $5.8M |
| Asset Management Group, Inc. | 0.93% | Add +0.1% | 57,388 | $5.8M |
| Causey Wealth LLC | 2.43% | Add +4.3% | 56,777 | $5.7M |
| &partners | 0.03% | Add +6.4% | 56,000 | $5.6M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -4.1% | 54,868 | $5.5M |
| Coldstream Capital Management Inc. | 0.07% | Add +6.2% | 53,530 | $5.4M |
| Merit Financial Group, LLC | 0.04% | Add +390.9% | 52,222 | $5.3M |
| NewEdge Wealth, LLC | 0.06% | Add +26.3% | 52,188 | $5.3M |
| Berman McAleer LLC | 0.71% | Reduce -5.3% | 51,376 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -16.3% | 51,539 | $5.2M |
| Integrated Advisors Network LLC | 0.26% | New | 50,002 | $5.0M |
| Tritonpoint Wealth, LLC | 0.54% | Add +2.5% | 49,994 | $5.0M |
| Becker Capital Management Inc. | 0.15% | No change | 49,947 | $5.0M |
| M&T Bank Corp | 0.02% | Add +2.6% | 49,670 | $5.0M |
| Citizens Financial Group Inc. | 0.07% | Reduce -8.7% | 48,971 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.2% | 48,775 | $4.9M |
| Fulton Breakefield Broenniman LLC | 0.32% | Reduce -1.4% | 48,459 | $4.9M |
| Diversify Wealth Management, LLC | 0.09% | Add +1308.7% | 45,373 | $4.8M |
| Soltis Investment Advisors LLC | 0.30% | Add +4.5% | 45,246 | $4.6M |
| Brightwater Advisory LLC | 2.97% | Reduce -3.4% | 44,574 | $4.5M |
| Perkins Coie Trust Co | 0.86% | Reduce -0.1% | 44,429 | $4.5M |
| Circle Wealth Management, LLC | 0.06% | No change | 44,000 | $4.4M |
| Neumann Capital Management, LLC | 1.30% | Reduce -1.0% | 43,785 | $4.4M |
| Net Worth Advisory Group | 0.90% | Reduce -0.2% | 43,354 | $4.4M |
| BKM Wealth Management, LLC | 1.58% | Reduce -1.3% | 43,084 | $4.3M |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 42,349 | $4.3M |
| Hancock Whitney Corp. | 0.07% | Add +96.3% | 39,054 | $4.2M |
| Jmac Enterprises LLC | 0.81% | No change | 42,054 | $4.2M |
| Pinnacle Financial Partners, Inc. | 0.03% | Add +4.5% | 41,360 | $4.2M |
| CFS Investment Advisory Services, LLC | 0.28% | Reduce -1.4% | 37,045 | $4.1M |
| MML Investors Services, LLC | 0.01% | Reduce -2.6% | 40,245 | $4.0M |
| UMB Bank, n.a. | 0.06% | Reduce -4.9% | 39,613 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +7.9% | 39,041 | $3.9M |
| Idaho Trust Co | 1.27% | Reduce -24.6% | 38,938 | $3.9M |
| Triangle Securities Wealth Management | 0.88% | Add +2.8% | 38,732 | $3.9M |
| Trail Ridge Investment Advisors, LLC | 1.69% | Reduce -0.2% | 38,532 | $3.9M |
| Lee, Kelleher & Klein Wealth Management | 2.30% | Reduce -0.7% | 38,480 | $3.9M |
| Fifth Third Wealth Advisors LLC | 0.13% | Reduce -1.9% | 38,420 | $3.9M |
| Anb Bank | 1.56% | Add +3.2% | 38,364 | $3.9M |
| Cranbrook Wealth Management, LLC | 0.78% | Reduce -1.4% | 38,326 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -26.6% | 37,829 | $3.9M |
| Maltin Wealth Management, Inc. | 1.46% | Add +4.3% | 37,983 | $3.8M |
| Teachers Insurance & Annuity Association of America | 4.67% | Add +33.9% | 37,028 | $3.7M |
| Weinberger Asset Management, Inc | 1.37% | Reduce -14.8% | 36,431 | $3.7M |
| LTG Capital LLC | 2.80% | Reduce -1.2% | 36,397 | $3.7M |
| Clearstead Advisors, LLC | 0.03% | Reduce -0.8% | 36,106 | $3.6M |
| Whitaker-Myers Wealth Managers, LTD. | 0.71% | Add +15.2% | 35,425 | $3.6M |
| Cwm, LLC | 0.01% | Add +1.2% | 35,090 | $3.5M |
| BlueStem Wealth Partners, LLC | 0.39% | New | 34,574 | $3.5M |
| M1 Capital Management LLC | 1.59% | Reduce -2.9% | 34,183 | $3.4M |
| Ironwood Financial, llc | 0.60% | Add +1.4% | 33,870 | $3.4M |
| Midwest Trust Co | 0.04% | Reduce -2.6% | 33,868 | $3.4M |
| Fifth Third Securities, Inc. | 0.22% | Add +0.6% | 33,694 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +4.4% | 33,134 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | No change | 33,008 | $3.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +7.6% | 32,664 | $3.3M |
| Blair William & Co. | 0.01% | Reduce -5.0% | 32,350 | $3.3M |
| Commerce Bank | 0.02% | Add +18.4% | 32,138 | $3.2M |
| First Hawaiian Bank | 0.45% | Reduce -1.9% | 31,988 | $3.2M |
| Segment Wealth Management, LLC | 0.19% | No change | 31,700 | $3.2M |
| Tower Research Capital LLC (TRC) | 0.08% | New | 31,287 | $3.1M |
| Main Management LLC | 0.23% | Add +23.5% | 31,131 | $3.1M |
| United Bank | 0.40% | Add +0.9% | 31,076 | $3.1M |
| Somerset Group LLC | 2.29% | Reduce -0.5% | 28,074 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | New | 30,611 | $3.1M |
| Dumont & Blake Investment Advisors LLC | 0.77% | Reduce -3.6% | 30,538 | $3.1M |
| MidFirst Bank | 0.25% | Reduce -1.6% | 29,972 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +3.3% | 29,891 | $3.0M |
| Summit Wealth Group LLC / Co. | 0.31% | Add +6.3% | 29,365 | $3.0M |
| Sigma Planning Corp | 0.08% | Reduce -4.8% | 29,046 | $2.9M |
| AQR Capital Management | 0.00% | Add +113.8% | 28,974 | $2.9M |
| Horizon Family Wealth, Inc. | 1.51% | Add +5.7% | 28,405 | $2.9M |
| Founders Grove Wealth Partners, LLC | 0.65% | Reduce -0.8% | 28,240 | $2.8M |
| Stordahl Capital Management, Inc. | 0.57% | Reduce -6.5% | 27,515 | $2.8M |
| Advisory Services Network, LLC | 0.04% | Add +34.9% | 27,199 | $2.7M |
| Private Advisory Group LLC | 0.19% | New | 26,531 | $2.7M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +2.3% | 26,452 | $2.7M |
| Alpine Bank Wealth Management | 0.39% | Reduce -4.0% | 26,350 | $2.7M |
| Pacific Financial Group Inc. | 1.40% | Reduce -6.8% | 25,834 | $2.6M |
| Spire Wealth Management | 0.09% | Reduce -2.7% | 25,466 | $2.6M |
| Harbour Investments, Inc. | 0.04% | Add +453.5% | 25,350 | $2.6M |
| Performance Wealth Partners, LLC | 0.07% | Reduce -2.8% | 25,322 | $2.5M |
| CX Institutional | 0.08% | Add +1.2% | 25,221 | $2.5M |
| Summitpoint Capital Management | 3.19% | — | 25,948 | $2.5M |
| GC Wealth Management RIA, LLC | 0.10% | Reduce -0.2% | 24,713 | $2.5M |
| Ullmann Wealth Partners Group, LLC | 0.26% | Reduce -7.7% | 24,592 | $2.5M |
| Foundation Wealth Management, LLC | 1.67% | Add +8.0% | 24,515 | $2.5M |
| Apollon Wealth Management, LLC | 0.04% | Add +6.0% | 24,280 | $2.4M |
| Transcendent Capital Group LLC | 1.09% | Reduce -38.2% | 23,695 | $2.4M |
| Balboa Wealth Partners | 0.40% | Add +557.6% | 23,542 | $2.4M |
| Vance Wealth, LLC | 0.68% | Reduce -9.3% | 23,347 | $2.3M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.1% | 23,105 | $2.3M |
| Farmers & Merchants Investments Inc. | 0.06% | No change | 22,759 | $2.3M |
| Smith Shellnut Wilson LLC | 1.00% | Reduce -0.6% | 22,744 | $2.3M |
| Codex Capital Asset Management L.L.C. | 0.88% | No change | 22,500 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +11.2% | 22,418 | $2.3M |
| Corundum Trust Company, INC | 5.14% | Add +2.8% | 22,354 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.5% | 23,190 | $2.2M |
| Three Seasons Wealth, LLC | 0.85% | New | 22,216 | $2.2M |
| Operose Advisors LLC | 0.51% | Reduce -0.0% | 21,984 | $2.2M |
| Stenger Family Office, LLC | 0.39% | No change | 21,981 | $2.2M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -2.7% | 21,980 | $2.2M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | No change | 21,652 | $2.2M |
| Glass Jacobson Investment Advisors llc | 0.75% | Reduce -2.5% | 21,581 | $2.2M |
| CreativeOne Wealth, LLC | 0.05% | Add +4.4% | 21,394 | $2.2M |
| Aft, Forsyth & Company, Inc. | 1.00% | Add +0.0% | 21,179 | $2.1M |
| Argent Advisors, Inc. | 0.58% | Add +56.6% | 21,116 | $2.1M |
| Retirement Planning Group, LLC | 0.07% | Reduce -9.8% | 21,003 | $2.1M |
| Renaissance Technologies | 0.00% | New | 20,800 | $2.1M |
| Davis Investment Partners, LLC | 0.73% | No change | 20,650 | $2.1M |
| Franklin Resources Inc. | 0.00% | Add +8.3% | 20,482 | $2.1M |
| Axis Wealth Partners, LLC | 1.08% | Reduce -3.7% | 20,157 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.4% | 20,816 | $2.0M |
| Darrow Company, Inc. | 0.91% | Add +0.0% | 20,082 | $2.0M |
| Tiemann Investment Advisors, LLC | 0.78% | Reduce -0.7% | 19,830 | $2.0M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.92% | New | 19,792 | $2.0M |
| Congress Asset Management Co. | 0.01% | Reduce -69.8% | 19,643 | $2.0M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -0.1% | 19,606 | $2.0M |
| C2C Wealth Management, LLC | 1.66% | Add +0.1% | 19,455 | $2.0M |
| Royal Fund Management, LLC | 0.19% | Add +41.0% | 18,519 | $1.9M |
| Bessemer Group Inc. | 0.00% | Reduce -17.0% | 19,290 | $1.9M |
| Allegheny Financial Group | 0.26% | Add +12.4% | 19,169 | $1.9M |
| Whittier Trust Co. | 0.02% | Reduce -0.3% | 18,642 | $1.9M |
| Wellspring Financial Advisors, LLC | 0.14% | Add +0.0% | 18,876 | $1.9M |
| Crestwood Advisors Group, LLC | 0.03% | No change | 18,625 | $1.9M |
| Clear Creek Financial Management, LLC | 0.14% | New | 18,525 | $1.9M |
| Grey Ledge Advisors, LLC | 0.42% | Add +0.1% | 18,444 | $1.9M |
| Harbor Investment Advisory, LLC | 0.15% | Add +9.5% | 18,392 | $1.9M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -1.9% | 18,039 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -59.5% | 17,996 | $1.8M |
| CIBC Bancorp USA Inc. | 0.00% | — | 17,842 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -10.8% | 17,619 | $1.8M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -0.1% | 17,577 | $1.8M |
| Old National Bancorp | 0.03% | Reduce -0.2% | 17,559 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -10.2% | 17,553 | $1.8M |
| StoneX Group Inc. | 0.09% | Reduce -74.1% | 17,076 | $1.7M |
| Peregrine Asset Advisers, Inc. | 0.46% | Reduce -0.4% | 16,980 | $1.7M |
| Fulton Bank, N.A. | 0.06% | Add +11.9% | 16,804 | $1.7M |
| Columbia Bank | 0.48% | Reduce -6.0% | 16,796 | $1.7M |
| Anderson Hoagland & Co. | 0.14% | No change | 16,582 | $1.7M |
| Novak & Powell Financial Services, Inc. | 0.86% | Reduce -1.9% | 15,927 | $1.6M |
| Dana Investment Advisors, Inc. | 0.05% | Add +0.6% | 15,827 | $1.6M |
| TAGStone Capital, Inc. | 0.56% | Add +4.2% | 15,753 | $1.6M |
| Genesis Private Wealth, LLC | 0.50% | No change | 15,632 | $1.6M |
| Godfrey Financial Associates, Inc. | 1.35% | Reduce -5.4% | 15,612 | $1.6M |
| Ritter Daniher Financial Advisory LLC / DE | 0.26% | Reduce -13.5% | 15,490 | $1.6M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -1.7% | 15,274 | $1.5M |
| Moneco Advisors, LLC | 0.12% | Reduce -3.7% | 15,133 | $1.5M |
| River Wealth Advisors LLC | 0.17% | Reduce -2.4% | 15,078 | $1.5M |
| Kozak & Associates, Inc. | 0.30% | Reduce -0.8% | 14,179 | $1.5M |
| Finley Financial, LLC | 0.71% | No change | 15,037 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.7% | 14,948 | $1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +197.4% | 14,788 | $1.5M |
| LBMC Investment Advisors, LLC | 0.09% | Add +0.0% | 14,515 | $1.5M |
| Keenan, LLC | 1.21% | Reduce -43.1% | 14,245 | $1.4M |
| Ellis Investment Partners, LLC | 0.25% | Add +0.0% | 14,036 | $1.4M |
| Summit Financial, LLC | 0.02% | Add +18.8% | 13,935 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | No change | 13,825 | $1.4M |
| Pittenger & Anderson Inc. | 0.06% | No change | 13,800 | $1.4M |
| YHB Investment Advisors, Inc. | 0.10% | Add +0.9% | 13,742 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -35.2% | 13,631 | $1.4M |
| Pallas Capital Advisors LLC | 0.05% | No change | 13,609 | $1.4M |
| City Holding Co. | 0.17% | Reduce -0.5% | 13,573 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +32.9% | 13,498 | $1.4M |
| Vicus Capital | 0.10% | Reduce -7.8% | 13,292 | $1.3M |
| VestGen Advisors, LLC | 0.04% | New | 11,897 | $1.3M |
| Mowery & Schoenfeld Wealth Management, LLC | 2.03% | No change | 13,200 | $1.3M |
| Slow Capital, Inc. | 0.17% | Reduce -13.9% | 13,196 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -1.7% | 13,080 | $1.3M |
| First Horizon Corp. | 0.05% | Add +1.1% | 12,964 | $1.3M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -45.7% | 12,961 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -3.4% | 12,918 | $1.3M |
| Heck Capital Advisors, LLC | 0.10% | Reduce -23.8% | 12,907 | $1.3M |
| Fiduciary Alliance LLC | 0.08% | Add +1.8% | 11,911 | $1.3M |
| Principal Securities, Inc. | 0.02% | Reduce -0.4% | 12,690 | $1.3M |
| Moors & Cabot, Inc. | 0.05% | No change | 12,652 | $1.3M |
| Hazlett, Burt & Watson, Inc. | 0.40% | Add +22.4% | 12,571 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -15.4% | 12,567 | $1.3M |
| Watchman Group, Inc. | 0.31% | Reduce -7.5% | 12,537 | $1.3M |
| AMG National Trust Bank | 0.03% | Add +6.0% | 12,500 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.1% | 12,346 | $1.2M |
| Ehrlich Financial Group | 0.71% | New | 12,339 | $1.2M |
| Laurel Wealth Advisors LLC | 0.12% | Reduce -1.1% | 10,949 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -4.5% | 12,107 | $1.2M |
| Embree Financial Group | 0.14% | Add +0.0% | 12,095 | $1.2M |
| Thayer Partners, LLC / MA | 0.58% | Add +0.0% | 12,019 | $1.2M |
| Private Wealth Asset Management, LLC | 0.13% | Reduce -11.5% | 11,990 | $1.2M |
| Bragg Financial Advisors, Inc | 0.04% | Add +0.3% | 11,854 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -0.3% | 11,842 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -40.0% | 11,830 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Add +18.6% | 11,799 | $1.2M |
| Daymark Wealth Partners, LLC | 0.04% | Add +0.1% | 11,789 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +14.9% | 11,759 | $1.2M |
| Aprio Wealth Management, LLC | 0.06% | Add +0.0% | 11,647 | $1.2M |
| Fortitude Family Office, LLC | 0.26% | Reduce -0.7% | 11,539 | $1.2M |
| First National Bank of Omaha | 0.04% | Reduce -0.5% | 11,937 | $1.2M |
| Stephens Inc. | 0.01% | Add +1.9% | 11,432 | $1.2M |
| Western Wealth Management, LLC | 0.04% | Add +2.6% | 11,388 | $1.1M |
| Marietta Wealth Management, LLC | 0.13% | No change | 11,220 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -12.1% | 11,211 | $1.1M |
| Brighton Jones LLC | 0.02% | New | 11,189 | $1.1M |
| Bangor Savings Bank | 0.09% | No change | 11,168 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -1.3% | 11,108 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Add +79.8% | 11,024 | $1.1M |
| Capital Analysts, LLC | 0.03% | No change | 10,862 | $1.1M |
| Harbour Capital Advisors, LLC | 0.21% | No change | 10,055 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 10,812 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Add +4.8% | 9,949 | $1.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -2.3% | 10,687 | $1.1M |
| Meridian Investment Counsel Inc. | 0.26% | No change | 10,644 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +1.7% | 10,627 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.07% | Add +7.8% | 10,609 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | No change | 10,589 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Reduce -5.4% | 10,448 | $1.1M |
| Bleakley Financial Group, LLC | 0.02% | New | 10,536 | $1.1M |
| Front Row Advisors LLC | 0.36% | Reduce -1.9% | 10,486 | $1.1M |
| PKS Advisory Services, LLC | 0.24% | Reduce -2.6% | 10,469 | $1.1M |
| Vanguard National Trust Co | 0.07% | — | 10,439 | $1.1M |
| Fairscale Capital, LLC | 0.73% | Add +4.5% | 10,425 | $1.0M |
| Cordoba Advisory Partners LLC | 0.29% | Add +9.6% | 10,476 | $1.0M |
| Patten Group, Inc. | 0.18% | Add +0.3% | 10,369 | $1.0M |
| MainStreet Investment Advisors LLC | 0.16% | Reduce -5.3% | 10,273 | $1.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 10,221 | $1.0M |
| Heartwood Wealth Advisors LLC | 0.09% | Add +0.1% | 10,065 | $1.0M |
| Breakwater Capital Group | 0.14% | Add +1.9% | 10,062 | $1.0M |
| Ballentine Partners, LLC | 0.01% | No change | 9,976 | $1.0M |
| Hyundai Investments Co., Ltd. | 1.12% | Add +37.1% | 10,233 | $995K |
| Stratos Investment Management, LLC | 0.04% | Reduce -15.1% | 9,738 | $980K |
| WealthShield Partners, LLC | 0.11% | Reduce -1.0% | 9,662 | $972K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.5% | 9,659 | $972K |
| Atlas Brown,Inc. | 0.29% | Reduce -1.5% | 9,550 | $961K |
| Dearborn Partners LLC | 0.05% | Reduce -9.5% | 9,505 | $956K |
| Parallel Advisors, LLC | 0.02% | No change | 9,456 | $951K |
| TD Private Client Wealth LLC | 0.02% | Reduce -10.8% | 9,445 | $950K |
| Private Trust Co. NA | 0.08% | Reduce -0.5% | 9,402 | $946K |
| Prospera Financial Services Inc | 0.02% | Reduce -85.2% | 9,387 | $946K |
| RKL Wealth Management LLC | 0.08% | Reduce -1.5% | 9,346 | $940K |
| Benjamin Edwards Inc. | 0.01% | Add +1.2% | 9,246 | $930K |
| Venture Visionary Partners LLC | 0.03% | Reduce -1.1% | 9,152 | $921K |
| Chilton Investment Co. Inc. | 0.02% | Add +1.4% | 9,145 | $920K |
| Financial Alternatives, Inc | 0.49% | No change | 9,084 | $914K |
| Huntington National Bank | 0.01% | New | 8,982 | $904K |
| Oakworth Capital, Inc. | 0.05% | Reduce -1.0% | 8,952 | $901K |
| Truepoint, Inc. | 0.02% | Add +0.1% | 8,932 | $899K |
| HMS Capital Management, LLC | 0.35% | Add +35.6% | 8,924 | $898K |
| NTV Asset Management LLC | 0.10% | No change | 8,870 | $892K |
| Avior Wealth Management, LLC | 0.03% | Reduce -1.3% | 8,856 | $891K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 8,772 | $883K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -4.7% | 8,740 | $879K |
| Ruggaard & Associates LLC | 0.35% | Reduce -26.3% | 8,731 | $879K |
| Busey Bank | 0.02% | Add +19.9% | 8,713 | $877K |
| Topsail Wealth Management, LLC | 0.13% | No change | 8,691 | $874K |
| Bank of Stockton | 0.27% | Reduce -19.0% | 8,628 | $868K |
| Atlantic Edge Private Wealth Management, LLC | 0.21% | No change | 8,583 | $864K |
| Bluedoor Private Wealth, LLC | 0.40% | No change | 8,560 | $861K |
| Griffin Asset Management, Inc. | 0.10% | Reduce -8.0% | 8,538 | $859K |
| Brandywine Oak Private Wealth LLC | 0.07% | No change | 8,414 | $847K |
| Welch & Forbes LLC | 0.01% | No change | 8,373 | $842K |
| SageView Advisory Group, LLC | 0.03% | No change | 8,325 | $838K |
| First Trust Advisors LP | 0.00% | Reduce -18.1% | 8,321 | $837K |
| Wagner Wealth Management, LLC | 0.17% | Add +0.2% | 8,280 | $833K |
| Tudor Financial Inc. | 0.42% | Reduce -0.7% | 8,242 | $829K |
| Compton Wealth Advisory Group, LLC | 0.18% | No change | 8,099 | $824K |
| Gables Capital Management Inc. | 0.34% | No change | 8,016 | $807K |
| IFP Advisors, Inc | 0.02% | Reduce -1.1% | 8,012 | $806K |
| Atria Investments, Inc | 0.01% | Reduce -50.8% | 7,960 | $801K |
| Montecito Bank & Trust | 0.13% | Reduce -0.3% | 7,937 | $799K |
| Bridges Investment Management Inc. | 0.01% | Reduce -1.1% | 7,926 | $798K |
| Davidson Trust Co. | 0.34% | Add +4.8% | 7,913 | $796K |
| Modera Wealth Management, LLC | 0.01% | Reduce -15.2% | 7,894 | $794K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 7,866 | $791K |
| BlackRock, Inc. | 0.00% | Reduce -49.8% | 7,858 | $791K |
| DSG Capital Advisors, LLC | 0.13% | No change | 7,852 | $790K |
| Glenview Trust Co | 0.01% | No change | 7,780 | $783K |
| RFG Advisory, LLC | 0.01% | Add +0.9% | 7,726 | $777K |
| TCV Trust & Wealth Management, Inc. | 0.06% | No change | 7,689 | $774K |
| Peterson Wealth Advisors, LLC | 0.10% | Add +0.6% | 7,640 | $769K |
| Perigon Wealth Management, LLC | 0.01% | No change | 7,584 | $763K |
| Allen Investment Management, LLC | 0.01% | No change | 7,556 | $760K |
| Texas Bank & Trust Co | 0.29% | Add +8.3% | 7,544 | $759K |
| River Street Advisors LLC | 0.25% | Add +5.2% | 7,457 | $750K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -10.5% | 7,454 | $750K |
| PFG Advisors | 0.04% | Add +1.2% | 7,421 | $747K |
| Evoke Wealth, LLC | 0.01% | Reduce -0.8% | 7,403 | $745K |
| ProVise Management Group, LLC | 0.05% | No change | 7,321 | $737K |
| Cerity Partners Retirement Plan Advisors LLC | 0.37% | — | 7,380 | $733K |
| Awm Capital, LLC | 0.07% | No change | 7,224 | $727K |
| Tannin Capital LLC | 0.53% | Reduce -25.5% | 7,220 | $726K |
| Daner Wealth Management, LLC | 0.43% | Add +1.4% | 6,461 | $724K |
| Hickory Point Bank & Trust | 0.48% | No change | 7,181 | $723K |
| Private Management Group Inc. | 0.02% | No change | 7,165 | $721K |
| Focus Financial Network, Inc. | 0.03% | Reduce -4.7% | 7,148 | $719K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -2.5% | 7,106 | $715K |
| Outlook Wealth Advisors, LLC | 0.17% | Reduce -7.6% | 7,077 | $712K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 7,056 | $710K |
| Montis Financial, LLC | 0.15% | Add +33.9% | 7,024 | $707K |
| Corundum Group, Inc. | 0.24% | Reduce -2.8% | 7,000 | $704K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +55.2% | 6,934 | $698K |
| Prosperity Planning, Inc. | 0.25% | Reduce -0.5% | 6,910 | $695K |
| Choreo, LLC | 0.01% | Reduce -12.1% | 6,907 | $695K |
| Hubbell Strickland Wealth Management, LLC | 0.28% | Reduce -4.5% | 6,899 | $694K |
| Pacific Sun Financial Corp | 0.34% | Add +1.9% | 6,892 | $693K |
| SouthState Bank Corp | 0.03% | Reduce -6.8% | 6,887 | $693K |
| Z3 Capital Partners, LLC | 0.18% | Reduce -4.1% | 6,884 | $693K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -6.3% | 6,711 | $686K |
| Compass Financial Group, Inc. (Ohio) | 0.50% | Reduce -5.5% | 6,808 | $685K |
| Alerus Financial NA | 0.03% | Reduce -0.0% | 6,787 | $683K |
| AE Wealth Management LLC | 0.00% | Add +33.3% | 6,745 | $679K |
| PGIM Custom Harvest LLC | 0.01% | Add +1.9% | 6,703 | $674K |
| Mather Group, Llc. | 0.01% | Add +4.8% | 6,655 | $670K |
| Fayez Sarofim & Co | 0.00% | Reduce -28.2% | 6,644 | $669K |
| Cahaba Wealth Management, Inc. | 0.05% | No change | 6,631 | $667K |
| Glen Eagle Advisors, LLC | 0.09% | Add +3.4% | 6,625 | $667K |
| Bonfire Financial | 0.50% | Add +0.0% | 6,619 | $666K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -1.5% | 6,608 | $665K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.8% | 6,596 | $663K |
| Park Avenue Securities LLC | 0.01% | Reduce -0.3% | 6,551 | $659K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 6,449 | $649K |
| Smith & Howard Wealth Management, LLC | 0.14% | No change | 6,442 | $648K |
| Washington Trust Bank | 0.05% | No change | 6,371 | $641K |
| Legacy Private Trust Co. | 0.04% | Reduce -0.1% | 6,370 | $641K |
| Keel Point, LLC | 0.04% | Add +0.0% | 6,366 | $641K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -4.6% | 6,365 | $641K |
| MSH Capital Advisors LLC | 0.14% | No change | 6,340 | $638K |
| Signature Wealth Management Partners, LLC | 0.32% | No change | 6,300 | $634K |
| LexAurum Advisors, LLC | 0.08% | — | 6,258 | $630K |
| Palisade Asset Management, LLC | 0.06% | No change | 6,257 | $630K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 6,254 | $629K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | New | 6,207 | $625K |
| August Group Capital Ltd | 0.72% | Add +0.1% | 6,172 | $621K |
| Guerra Pan Advisors, LLC | 0.38% | Reduce -6.8% | 6,162 | $620K |
| Park Place Capital Corp | 0.12% | Reduce -39.5% | 6,162 | $620K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,134 | $617K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.26% | Reduce -0.7% | 6,133 | $617K |
| Mission Wealth Management, LP | 0.01% | Add +0.5% | 6,103 | $614K |
| Greenspring Advisors, LLC | 0.04% | No change | 6,046 | $608K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -6.3% | 6,037 | $607K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Add +0.0% | 6,002 | $604K |
| Key Financial Inc | 0.11% | No change | 5,979 | $602K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 5,904 | $594K |
| IFG Advisors, LLC | 0.10% | No change | 5,883 | $592K |
| Independent Wealth Network Inc. | 0.17% | Reduce -1.0% | 5,702 | $574K |
| Destiny Capital Corp | 0.30% | Reduce -2.8% | 5,670 | $571K |
| Sunpointe, LLC | 0.18% | No change | 5,613 | $565K |
| Stephen J. Garry & Associates, LLC | 0.45% | Reduce -5.1% | 5,560 | $559K |
| Hilltop Holdings Inc. | 0.05% | No change | 5,550 | $558K |
| Geometric Wealth Advisors | 0.07% | No change | 5,537 | $557K |
| Crusonia Wealth Advisors LLC | 0.11% | Reduce -2.1% | 5,520 | $555K |
| Vann Equity Management LLC | 0.40% | — | 5,519 | $555K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 5,500 | $553K |
| Ieq Capital, LLC | 0.00% | Reduce -15.3% | 5,481 | $551K |
| Pure Financial Advisors, LLC | 0.01% | Add +3.1% | 5,457 | $549K |
| Richards, Merrill & Peterson, Inc. | 0.20% | Reduce -16.4% | 5,411 | $544K |
| American Financial & Tax Strategies Inc. | 0.26% | No change | 5,406 | $544K |
| 21 West Wealth Management LLC | 0.51% | No change | 5,404 | $544K |
| CRA Financial Services, LLC | 0.07% | Reduce -0.2% | 5,404 | $544K |
| Laurel Oak Wealth Management, LLC | 0.09% | Add +24.1% | 5,380 | $541K |
| 626 Financial, LLC | 0.24% | No change | 5,380 | $541K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.1% | 5,370 | $540K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,370 | $540K |
| MidAtlantic Capital Management, Inc. | 0.37% | Add +9.1% | 5,327 | $536K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 5,083 | $535K |
| Highland Capital Management, LLC | 0.03% | Reduce -0.2% | 5,304 | $534K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 5,300 | $533K |
| Navigate Wealth Management, LLC | 0.37% | — | 4,758 | $522K |
| Sei Investments Co. | 0.00% | Add +7.4% | 5,167 | $520K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | No change | 5,120 | $515K |
| Greenup Street Wealth Management LLC | 0.07% | Reduce -6.7% | 5,118 | $515K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +1.1% | 5,107 | $514K |
| KLCM Advisors, Inc. | 0.04% | No change | 5,104 | $514K |
| United Community Bank | 0.17% | Reduce -31.8% | 5,046 | $508K |
| Hershey Financial Advisers, LLC | 0.44% | New | 5,029 | $506K |
| Renasant Bank | 0.36% | Reduce -40.4% | 5,000 | $503K |
| Belpointe Asset Management LLC | 0.02% | Add +10.5% | 4,991 | $502K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -21.3% | 4,978 | $501K |
| Haverford Trust Co | 0.00% | No change | 4,976 | $501K |
| Westfield Capital Management Co. LP | 0.00% | New | 4,905 | $494K |
| Mezzasalma Advisors, LLC | 0.13% | No change | 4,903 | $493K |
| Petra Financial Advisors Inc. | 0.31% | No change | 4,901 | $493K |
| Ibex Wealth Advisors | 0.05% | New | 4,898 | $493K |
| Allium Financial Advisors, LLC | 0.39% | No change | 4,838 | $487K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.0% | 4,827 | $486K |
| Destination Wealth Management | 0.01% | New | 4,819 | $485K |
| Jacobi Capital Management LLC | 0.03% | No change | 4,811 | $484K |
| Rothschild Wealth LLC | 0.04% | Add +6.5% | 4,740 | $477K |
| Harbour Trust & Investment Management Co | 0.05% | Reduce -9.0% | 4,738 | $477K |
| Saxon Interests, Inc. | 0.16% | Reduce -0.8% | 4,734 | $476K |
| Wesbanco Bank Inc. | 0.01% | Add +11.6% | 4,725 | $475K |
| Sawgrass Asset Management LLC | 0.07% | No change | 4,721 | $475K |
| Biltmore Family Office, LLC | 0.07% | No change | 4,674 | $470K |
| Milestones Private Investment Advisors LLC | 0.41% | Reduce -40.4% | 4,656 | $468K |
| EFG International AG | 0.01% | No change | 4,640 | $467K |
| Friday Financial | 0.16% | No change | 4,638 | $467K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 4,524 | $455K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -6.5% | 4,522 | $455K |
| Geneos Wealth Management Inc. | 0.01% | Add +18.6% | 4,519 | $455K |
| Meridian Financial Advisors, LLC | 0.25% | Reduce -3.2% | 4,486 | $451K |
| KPP Advisory Services LLC | 0.07% | No change | 4,464 | $449K |
| Crewe Advisors LLC | 0.04% | No change | 4,458 | $449K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 4,448 | $448K |
| Fiduciary Financial Group, LLC | 0.06% | No change | 4,445 | $447K |
| Gateway Wealth Partners, LLC | 0.02% | Add +100.1% | 4,426 | $445K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 4,410 | $444K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -13.2% | 4,373 | $440K |
| Mattern Wealth Management LLC | 0.09% | Reduce -15.6% | 4,357 | $438K |
| Childress Capital Advisors, LLC | 0.08% | New | 4,353 | $438K |
| Bailard, Inc. | 0.01% | Add +44.1% | 4,326 | $435K |
| Clientfirst Wealth Management, LLC | 0.37% | No change | 4,324 | $435K |
| Cordatus Wealth Management LLC | 0.10% | Reduce -92.7% | 4,306 | $433K |
| Parcion Private Wealth LLC | 0.03% | No change | 4,229 | $426K |
| Sapient Capital LLC | 0.01% | Add +13.7% | 4,188 | $421K |
| NCM Capital Management, LLC | 0.15% | Add +0.0% | 4,186 | $421K |
| Ally Invest Advisors Inc. | 0.03% | Add +19.6% | 4,161 | $419K |
| Vickerman Investment Advisors, Inc. | 0.09% | No change | 4,154 | $418K |
| Equitable Trust Co. | 0.02% | No change | 4,138 | $416K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +1.6% | 4,134 | $416K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -40.5% | 4,117 | $414K |
| Brookstone Capital Management | 0.00% | Add +10.1% | 4,101 | $413K |
| Carnegie Investment Counsel | 0.01% | No change | 4,096 | $412K |
| All Terrain Financial Advisors, LLC | 0.13% | No change | 4,086 | $411K |
| Indiana Trust & Investment Management Co | 0.13% | No change | 4,067 | $409K |
| Community Bank, N.A. | 0.05% | No change | 4,045 | $407K |
| Fiduciary Trust Co | 0.00% | Reduce -4.7% | 4,042 | $407K |
| Intrust Bank NA | 0.03% | No change | 3,991 | $402K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -55.7% | 3,941 | $401K |
| Doliver Advisors, LP | 0.09% | No change | 3,980 | $400K |
| Bar Harbor Wealth Management | 0.02% | No change | 3,978 | $400K |
| Meramec Financial Planners, LLC | 0.16% | Reduce -7.4% | 3,622 | $400K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,974 | $400K |
| Merkkuri Wealth Advisors LLC | 0.26% | Add +0.1% | 3,964 | $399K |
| Integrated Investment Consultants, LLC | 0.08% | Add +3.9% | 3,961 | $399K |
| TD Waterhouse Canada Inc. | 0.00% | New | 3,900 | $397K |
| MKT Advisors LLC | 0.13% | No change | 3,874 | $396K |
| American Wealth Advisors, LLC | 0.41% | Add +0.1% | 3,938 | $396K |
| PCG Wealth Advisors, LLC | 0.10% | Reduce -14.0% | 3,933 | $396K |
| Norris Perne & French LLP | 0.02% | No change | 3,916 | $394K |
| HCR Wealth Advisors | 0.04% | No change | 3,913 | $394K |
| Kintra Wealth, LLC | 0.03% | New | 3,903 | $393K |
| NBT Bank, N.A. | 0.03% | No change | 3,900 | $392K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +18.2% | 3,896 | $392K |
| Goldenstone Wealth Management LLC | 0.28% | No change | 3,886 | $391K |
| HighPoint Advisor Group LLC | 0.02% | Add +0.1% | 3,845 | $387K |
| Stevens Capital Partners | 0.09% | Add +78.1% | 3,844 | $387K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.0% | 3,829 | $385K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,813 | $384K |
| Independence Bank of Kentucky | 0.05% | No change | 3,760 | $378K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -1.0% | 3,757 | $378K |
| Dover Advisors, LLC | 0.16% | No change | 3,751 | $377K |
| Gerald Baker Financial Group LLC | 0.12% | — | 3,738 | $376K |
| Bay Capital Advisors, LLC | 0.23% | No change | 3,722 | $375K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.5% | 3,698 | $372K |
| Johnson Financial Group, LLC | 0.02% | No change | 3,695 | $372K |
| Arq Wealth Advisors, LLC | 0.07% | Reduce -1.6% | 3,688 | $371K |
| Carl P. Sherr & Co., LLC | 0.17% | No change | 3,665 | $369K |
| Navigation Group, LLC | 0.09% | — | 3,660 | $368K |
| Veracity Capital LLC | 0.13% | Reduce -44.0% | 3,652 | $367K |
| Pettyjohn, Wood & White, Inc. | 0.06% | No change | 3,651 | $367K |
| Trueblood Wealth Management, LLC | 0.14% | Add +0.1% | 3,639 | $366K |
| Glassman Wealth Services | 0.05% | No change | 3,636 | $366K |
| Delta Investment Management, LLC | 0.06% | Reduce -1.0% | 3,602 | $362K |
| Insight Advisors, LLC/ PA | 0.07% | No change | 3,600 | $362K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 3,600 | $362K |
| Breachway Investments LLC | 0.35% | Reduce -3.3% | 3,538 | $360K |
| Mma Asset Management LLC | 0.13% | Add +14.5% | 3,562 | $358K |
| Personal Cfo Solutions, LLC | 0.05% | Add +7.8% | 3,557 | $358K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,550 | $357K |
| Bensler, LLC | 0.04% | Add +0.9% | 3,534 | $356K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.6% | 3,522 | $354K |
| Everstar Asset Management, LLC | 0.19% | Reduce -10.2% | 3,512 | $353K |
| Parkside Financial Bank & Trust | 0.03% | Add +1.5% | 3,504 | $353K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -14.2% | 3,482 | $350K |
| Sandy Cove Advisors, LLC | 0.10% | Add +0.0% | 3,435 | $346K |
| Wick Capital Partners, LLC | 0.06% | Add +1.2% | 3,425 | $345K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.2% | 3,411 | $343K |
| Savvy Advisors, Inc. | 0.01% | Add +24.7% | 3,409 | $343K |
| Terril Brothers, Inc. | 0.09% | No change | 3,406 | $343K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 3,405 | $343K |
| Northeast Investment Management | 0.01% | No change | 3,402 | $342K |
| One Capital Management, LLC | 0.01% | Reduce -11.8% | 3,395 | $342K |
| 2UniFi Bank | 0.17% | No change | 3,390 | $341K |
| Ancora Advisors LLC | 0.01% | No change | 3,385 | $341K |
| American Trust | 0.03% | Add +1.4% | 3,382 | $340K |
| MLP3, LLC | 0.37% | Add +0.0% | 3,349 | $337K |
| SCS Capital Management LLC | 0.00% | Add +3.7% | 3,319 | $334K |
| Fisher Asset Management | 0.00% | Reduce -14.6% | 3,319 | $334K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -41.9% | 2,956 | $333K |
| Cove Private Wealth, LLC | 0.08% | Add +0.6% | 3,310 | $333K |
| Walled Lake Planning & Wealth Management, LLC | 0.10% | Reduce -0.2% | 3,284 | $330K |
| Old Peak Finance LLC | 0.19% | No change | 3,280 | $330K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 3,274 | $329K |
| Probity Advisors, Inc. | 0.05% | No change | 3,260 | $328K |
| Richmond Investment Services, LLC | 0.05% | Add +0.0% | 3,248 | $327K |
| Clayton Financial Group LLC | 0.17% | Add +0.0% | 3,247 | $327K |
| MV Capital Management, Inc. | 0.03% | No change | 3,236 | $326K |
| Composition Wealth, LLC | 0.00% | Add +0.0% | 3,219 | $324K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.6% | 3,208 | $323K |
| Matthew Goff Investment Advisor, LLC | 0.05% | Add +0.2% | 3,205 | $322K |
| Security National Bank of So Dak | 0.16% | No change | 3,200 | $322K |
| Connecticut Wealth Management, LLC | 0.01% | Add +6.1% | 3,182 | $320K |
| Farmers Trust Co. | 0.05% | No change | 3,168 | $319K |
| Roman Butler Fullerton & Co. | 0.09% | Add +40.0% | 3,015 | $318K |
| Strategic Blueprint, LLC | 0.02% | Add +0.0% | 3,151 | $317K |
| Elm Partners Management LLC | 0.01% | Add +0.1% | 3,219 | $313K |
| Buckhead Capital Management LLC | 0.12% | No change | 3,050 | $307K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -91.0% | 3,035 | $305K |
| Amplius Wealth Advisors, LLC | 0.03% | No change | 3,031 | $305K |
| Sage Financial Group Inc. | 0.02% | No change | 3,021 | $304K |
| BDFS Capital LLC | 0.15% | Reduce -0.4% | 2,996 | $301K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,993 | $301K |
| Opus Financial Solutions LLC | 0.28% | Reduce -9.0% | 2,985 | $300K |
| Krilogy Financial LLC | 0.01% | New | 2,785 | $299K |
| Eclectic Associates Inc. | 0.04% | No change | 2,968 | $299K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -5.5% | 2,958 | $298K |
| Institute for Wealth Management, LLC. | 0.03% | Add +2.0% | 2,956 | $297K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -38.4% | 2,955 | $297K |
| Burke & Herbert Bank & Trust Co. | 0.08% | No change | 2,950 | $297K |
| Creekside Partners | 0.12% | No change | 2,931 | $295K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,922 | $294K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -3.9% | 2,918 | $294K |
| Huntleigh Advisors, Inc. | 0.05% | No change | 2,911 | $293K |
| Condor Capital Management | 0.02% | No change | 2,908 | $293K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,900 | $292K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 2,902 | $292K |
| Benchmark Financial, LLC | 0.26% | Add +5.5% | 2,902 | $292K |
| Lyell Wealth Management, LP | 0.02% | No change | 2,875 | $289K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,844 | $286K |
| Essex Financial Services, Inc. | 0.02% | Reduce -0.7% | 2,835 | $285K |
| Ritholtz Wealth Management | 0.00% | No change | 2,804 | $282K |
| BIP Wealth, LLC | 0.01% | Add +13.5% | 2,801 | $282K |
| Independent Investors Inc. | 0.06% | No change | 2,800 | $282K |
| VeraBank, N.A. | 0.05% | No change | 2,798 | $282K |
| Motco | 0.03% | Reduce -3.4% | 2,789 | $281K |
| Westmount Partners, LLC | 0.07% | No change | 2,776 | $279K |
| Chemung Canal Trust Co. | 0.06% | Reduce -0.4% | 2,772 | $279K |
| Garrison Point Advisors, LLC | 0.13% | No change | 2,770 | $279K |
| Farmers National Bank | 0.06% | No change | 2,766 | $278K |
| Winthrop Capital Management, LLC | 0.07% | No change | 2,758 | $278K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,755 | $277K |
| CNB Bank | 0.12% | No change | 2,737 | $275K |
| First City Capital Management, Inc. | 0.15% | No change | 2,732 | $275K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 2,728 | $274K |
| Greater Midwest Financial Group, LLC | 0.15% | Add +0.1% | 2,727 | $274K |
| McCarter Private Wealth Services LLC | 0.12% | No change | 2,713 | $273K |
| Fortis Capital Advisors, LLC | 0.04% | New | 2,713 | $273K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 2,700 | $272K |
| Valmark Advisers, Inc. | 0.00% | New | 2,690 | $271K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +833.3% | 2,688 | $270K |
| Accredited Investors Inc. | 0.01% | Reduce -22.9% | 2,676 | $269K |
| Townsend Asset Management Corp. /NC/ | 0.10% | Add +221.7% | 2,670 | $269K |
| Uptick Partners, LLC | 0.05% | No change | 2,662 | $268K |
| Smith, Moore & Co. | 0.02% | Add +8.5% | 2,629 | $264K |
| Csenge Advisory Group | 0.01% | Add +3.2% | 2,596 | $261K |
| Dakota Wealth Management | 0.01% | No change | 2,595 | $261K |
| Sterling Investment Counsel, LLC | 0.07% | Add +3.1% | 2,581 | $260K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,562 | $258K |
| Fee-Only Financial Planning, L.C. | 0.16% | No change | 2,560 | $258K |
| Lazari Capital Management, Inc. | 0.09% | No change | 2,560 | $258K |
| Trivium Point Advisory, LLC | 0.05% | No change | 2,545 | $256K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 2,540 | $256K |
| Moneywise, Inc. | 0.11% | Add +0.1% | 2,537 | $255K |
| Insight Inv LLC | 0.14% | Reduce -16.8% | 2,509 | $252K |
| Tompkins Financial Corp. | 0.02% | Reduce -48.5% | 2,501 | $252K |
| Elyxium Wealth, LLC | 0.08% | No change | 2,480 | $250K |
| Nwam LLC | 0.01% | No change | 2,466 | $248K |
| Park Capital Management, LLC / WI | 0.24% | No change | 2,451 | $247K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.1% | 2,448 | $246K |
| Stanich Group LLC | 0.19% | No change | 2,435 | $245K |
| Strategies Wealth Advisors, LLC | 0.02% | No change | 2,416 | $243K |
| Asset Dedication, LLC | 0.02% | Add +16.0% | 2,415 | $243K |
| DT Investment Partners, LLC | 0.02% | No change | 2,400 | $241K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,376 | $239K |
| Chapin Davis, Inc. | 0.05% | No change | 2,376 | $239K |
| GLR Partners, LLC | 0.13% | — | 2,370 | $238K |
| Intergy Private Wealth, LLC | 0.07% | No change | 2,356 | $237K |
| Financial Life Planners | 0.18% | Add +0.1% | 2,356 | $237K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,360 | $237K |
| New Insight Wealth Advisors | 0.09% | Reduce -1.1% | 2,355 | $237K |
| Radnor Capital Management, LLC | 0.04% | No change | 2,352 | $237K |
| Shrier Wealth Management, LLC | 0.09% | No change | 2,345 | $236K |
| Clear Trail Advisors, LLC | 0.04% | Reduce -3.5% | 2,343 | $236K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 2,340 | $235K |
| Assetmark, Inc. | 0.00% | Add +51.5% | 2,335 | $235K |
| Sightline Wealth Advisors, LLC | 0.10% | No change | 2,328 | $234K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 2,320 | $233K |
| Advisors Management Group Inc. | 0.04% | No change | 2,320 | $233K |
| Eagle Global Advisors LLC | 0.01% | No change | 2,300 | $231K |
| Legacy Financial Group LLC | 0.03% | No change | 2,293 | $231K |
| Liberty Wealth Management LLC | 0.03% | Add +0.0% | 2,293 | $231K |
| First Interstate Bank | 0.01% | No change | 2,288 | $230K |
| LaFleur & Godfrey LLC | 0.03% | No change | 2,287 | $230K |
| Wolff Wiese Magana LLC | 0.13% | No change | 2,285 | $230K |
| Nilsine Partners, LLC | 0.02% | No change | 2,102 | $230K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.9% | 2,272 | $229K |
| Stelac Advisory Services LLC | 0.05% | New | 2,250 | $226K |
| Granite Bay Wealth Management, LLC | 0.05% | No change | 2,247 | $226K |
| Plotkin Financial Advisors, LLC | 0.11% | Reduce -15.1% | 2,244 | $226K |
| Hidden Cove Wealth Management, LLC | 0.14% | No change | 2,240 | $225K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 2,240 | $225K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,236 | $225K |
| Jane Street Group, LLC | 0.00% | New | 2,229 | $224K |
| North Capital, Inc. | 0.19% | No change | 2,228 | $224K |
| Highview Capital Management LLC | 0.08% | No change | 2,216 | $223K |
| Blue Trust, Inc. | 0.00% | Reduce -6.7% | 2,199 | $221K |
| Mgo One Seven LLC | 0.00% | Reduce -5.6% | 2,196 | $221K |
| Old Second National Bank of Aurora | 0.05% | Reduce -46.8% | 2,190 | $220K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -15.4% | 2,180 | $219K |
| N.E.W. Advisory Services LLC | 0.02% | No change | 2,179 | $219K |
| Freedom Day Solutions, LLC | 0.06% | No change | 2,179 | $219K |
| Eagle Bay Advisors LLC | 0.19% | Add +2.0% | 2,173 | $219K |
| Midwest Capital Advisors, LLC | 0.10% | No change | 2,172 | $219K |
| W Advisors, LLC | 0.11% | No change | 2,170 | $218K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 2,170 | $218K |
| Lanark Financial, Inc. | 0.02% | Reduce -35.0% | 2,163 | $218K |
| Legacy Bridge, LLC | 0.08% | Add +5.6% | 2,162 | $218K |
| West Bancorporation Inc. | 0.11% | No change | 2,140 | $215K |
| Curi Capital, LLC | 0.00% | New | 2,113 | $213K |
| Sovereign Financial Group, Inc. | 0.04% | New | 2,097 | $211K |
| Quadcap Wealth Management, LLC | 0.02% | No change | 2,093 | $211K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,093 | $211K |
| FFT Wealth Management LLC | 0.04% | No change | 2,092 | $210K |
| Plan A Wealth LLC | 0.10% | No change | 2,091 | $210K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -26.6% | 2,081 | $209K |
| Advisors Capital Management, LLC | 0.00% | New | 2,079 | $209K |
| Parkshore Wealth Management, Inc. | 0.07% | Reduce -5.1% | 2,076 | $209K |
| Wealthspire Retirement, LLC | 0.01% | Add +0.1% | 2,075 | $209K |
| CWS Financial Advisors, LLC | 0.05% | No change | 2,071 | $208K |
| Azimuth Capital Investment Management LLC | 0.01% | New | 2,024 | $204K |
| Lewis Asset Management, LLC | 0.08% | New | 2,021 | $203K |
| NorthRock Partners, LLC | 0.00% | New | 1,989 | $200K |
| Aufman Associates Inc | 0.10% | Reduce -30.5% | 1,988 | $200K |
| Security National Bank | 0.03% | No change | 1,951 | $196K |
| Nalls Sherbakoff Group, LLC | 0.14% | No change | 1,916 | $193K |
| Noble Wealth Management PBC | 0.10% | Reduce -5.3% | 1,849 | $186K |
| Valley National Advisers Inc. | 0.02% | No change | 1,842 | $185K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.0% | 1,819 | $183K |
| CVA Family Office, LLC | 0.02% | No change | 1,804 | $182K |
| HM Payson & Co. | 0.00% | No change | 1,712 | $172K |
| Prosperity Bancshares Inc | 0.13% | No change | 1,595 | $160K |
| Vanguard Advisers Inc. | 0.00% | — | 1,575 | $158K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 1,564 | $157K |
| Financial Perspectives, Inc | 0.04% | No change | 1,563 | $157K |
| Clearstead Trust, LLC | 0.03% | No change | 1,560 | $157K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,554 | $156K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,520 | $153K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,500 | $151K |
| Peachtree Investment Partners, LLC | 0.06% | Add +0.1% | 1,496 | $151K |
| Grove Bank & Trust | 0.02% | No change | 1,472 | $148K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -19.2% | 1,450 | $146K |
| West Paces Advisors Inc. | 0.03% | Reduce -14.3% | 1,441 | $145K |
| Gen-Wealth Partners Inc | 0.05% | No change | 1,440 | $145K |
| Synergy Investment Management, LLC | 0.05% | New | 1,439 | $145K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,408 | $142K |
| Titan Wealth (CI) Ltd | 0.06% | No change | 1,400 | $141K |
| Rice Partnership, LLC | 0.02% | No change | 1,389 | $140K |
| Strategic Investment Advisors / MI | 0.01% | New | 1,386 | $139K |
| Acropolis Investment Management, LLC | 0.01% | New | 1,372 | $138K |
| Signaturefd, LLC | 0.00% | No change | 1,360 | $137K |
| Webster Bank, N. A. | 0.01% | No change | 1,352 | $136K |
| CENTRAL TRUST Co | 0.00% | No change | 1,342 | $135K |
| S.A. Mason LLC | 0.05% | No change | 1,336 | $134K |
| PFS Partners, LLC | 0.06% | No change | 1,332 | $134K |
| Walsh & Associates, LLC | 0.13% | No change | 1,326 | $133K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +27.9% | 1,322 | $133K |
| Kentucky Trust Co | 0.06% | No change | 1,220 | $123K |
| Horrell Capital Management, Inc. | 0.06% | No change | 1,220 | $123K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,200 | $121K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,170 | $118K |
| Montag A & Associates Inc. | 0.01% | No change | 1,168 | $118K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,167 | $117K |
| SIMA Wealth Partners, LLC | 0.09% | No change | 1,138 | $114K |
| Founders Capital Management | 0.06% | No change | 1,126 | $113K |
| Main Street Group, LTD | 0.04% | New | 1,100 | $111K |
| Dunhill Financial, LLC | 0.03% | Add +8.0% | 1,085 | $109K |
| Windsor Advisory Group, LLC | 0.09% | No change | 1,076 | $108K |
| Three Bearings Fiduciary Advisors, Inc. | 0.10% | No change | 1,074 | $108K |
| Owl Creek Wealth Partners LLC | 0.04% | — | 1,071 | $108K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,068 | $107K |
| Register Financial Advisors LLC | 0.04% | Add +5.3% | 1,053 | $106K |
| Evergreen Private Wealth LLC | 0.04% | New | 1,030 | $104K |
| POM Investment Strategies, LLC | 0.12% | Reduce -95.6% | 991 | $100K |
| Legend Capital Advisors LLC | 0.06% | New | 940 | $95K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 910 | $92K |
| Smithfield Trust Co | 0.00% | No change | 914 | $91K |
| Mill Capital Management, LLC | 0.01% | No change | 900 | $91K |
| ESL Trust Services, LLC | 0.02% | No change | 898 | $90K |
| Rialto Wealth Management, LLC | 0.02% | No change | 880 | $89K |
| Founders Financial Alliance, LLC | 0.02% | Add +678.6% | 872 | $88K |
| Kings Path Partners LLC | 0.03% | No change | 840 | $85K |
| Millstone Evans Group, LLC | 0.05% | No change | 827 | $83K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 771 | $78K |
| Glassy Mountain Advisors, Inc. | 0.02% | Add +0.1% | 752 | $76K |
| Root Financial Partners, LLC | 0.00% | Add +1.8% | 750 | $75K |
| Sage Mountain Advisors LLC | 0.01% | No change | 725 | $73K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.1% | 723 | $73K |
| Hilltop National Bank | 0.02% | No change | 700 | $70K |
| Y.D. More Investments Ltd | 0.00% | No change | 680 | $68K |
| First Command Advisory Services, Inc. | 0.00% | Add +53.5% | 674 | $68K |
| Wealth Preservation Advisors, LLC | 0.06% | Reduce -68.7% | 667 | $67K |
| Thompson Investment Management, Inc. | 0.01% | No change | 656 | $66K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -20.2% | 659 | $64K |
| Longview Financial Advisors, Inc. | 0.04% | New | 632 | $64K |
| Kelleher Financial Advisors | 0.02% | No change | 620 | $62K |
| John A. Wolfe & Associates, Inc. | 0.10% | New | 616 | $62K |
| Milestone Investment Advisors LLC | 0.01% | No change | 608 | $61K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 600 | $60K |
| Quent Capital, LLC | 0.00% | No change | 578 | $58K |
| GAMMA Investing LLC | 0.00% | No change | 571 | $57K |
| RMG Wealth Management LLC | 0.01% | Add +972.3% | 504 | $57K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -22.2% | 565 | $57K |
| Advisortrust Partners, LLC | 0.02% | New | 564 | $57K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.2% | 513 | $57K |
| Global Wealth Strategies & Associates | 0.01% | No change | 562 | $57K |
| Steph & Co. | 0.02% | No change | 560 | $56K |
| Sound Income Strategies, LLC | 0.00% | Reduce -44.4% | 520 | $53K |
| American National Bank & Trust | 0.00% | No change | 504 | $51K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $50K |
| Colonial Trust Advisors | 0.00% | No change | 495 | $50K |
| True Link Financial Advisors, LLC | 0.00% | New | 486 | $49K |
| Frazier Financial Advisors, LLC | 0.03% | New | 481 | $48K |
| Burkett Financial Services, LLC | 0.02% | Add +0.2% | 472 | $48K |
| Tidemark, LLC | 0.01% | Reduce -9.8% | 469 | $47K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 464 | $47K |
| Basepoint Wealth LLC | 0.03% | Reduce -50.3% | 458 | $46K |
| High Note Wealth, LLC | 0.01% | No change | 452 | $45K |
| Armor Investment Advisors, LLC | 0.02% | No change | 440 | $44K |
| Strengthening Families & Communities, LLC | 0.01% | New | 432 | $43K |
| Capital Investment Counsel, Inc | 0.01% | No change | 410 | $41K |
| IMA Advisory Services, Inc. | 0.00% | No change | 408 | $41K |
| Hanson & Doremus Investment Management | 0.00% | No change | 396 | $40K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.3% | 386 | $39K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.3% | 380 | $38K |
| Toth Financial Advisory Corp. | 0.00% | New | 379 | $38K |
| SHP Wealth Management | 0.00% | Add +2.5% | 370 | $37K |
| Palouse Capital Management, Inc. | 0.03% | No change | 368 | $37K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -3.5% | 335 | $37K |
| Rossmore Private Capital | 0.00% | No change | 366 | $37K |
| Atwood & Palmer Inc. | 0.00% | No change | 365 | $37K |
| Centennial Bank | 0.01% | No change | 350 | $35K |
| Abound Wealth Management | 0.01% | Reduce -13.7% | 339 | $34K |
| Align Financial, LLC | 0.02% | Reduce -99.0% | 336 | $34K |
| First PREMIER Bank | 0.01% | No change | 296 | $30K |
| Angeles Wealth Management, LLC | 0.00% | New | 296 | $30K |
| Sankala Group LLC | 0.02% | No change | 298 | $30K |
| Evermay Wealth Management LLC | 0.00% | New | 293 | $29K |
| Nemes Rush Group LLC | 0.00% | No change | 293 | $29K |
| Westside Investment Management, Inc. | 0.00% | No change | 288 | $29K |
| SYM FINANCIAL Corp | 0.00% | No change | 281 | $28K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 281 | $28K |
| Citizens National Bank Trust Department | 0.00% | No change | 280 | $28K |
| Rothschild Investment LLC | 0.00% | No change | 272 | $27K |
| Qube Research & Technologies Ltd | 0.00% | Add +1.9% | 262 | $26K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 247 | $25K |
| Financial Connections Group, Inc. | 0.01% | No change | 240 | $24K |
| Matrix Private Capital Group LLC | 0.01% | Add +1.7% | 234 | $24K |
| BankPlus Trust Department | 0.01% | No change | 233 | $23K |
| Piedmont Capital Management, LLC | 0.02% | No change | 233 | $23K |
| Tsfg, LLC | 0.00% | No change | 232 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Add +677.8% | 210 | $21K |
| Pacific Center for Financial Services | 0.01% | Reduce -33.8% | 204 | $21K |
| Creative Capital Management Investments LLC | 0.01% | No change | 204 | $21K |
| Clear Investment Research, LLC | 0.03% | New | 200 | $20K |
| 1015 Capital Partners, LLC | 0.02% | No change | 200 | $20K |
| Archer Investment Corp | 0.00% | No change | 184 | $19K |
| Ascentis Independent Advisors | 0.00% | New | 175 | $18K |
| North Star Investment Management Corp. | 0.00% | No change | 174 | $18K |
| Imprint Wealth LLC | 0.08% | No change | 173 | $17K |
| Piscataqua Savings Bank | 0.01% | No change | 160 | $16K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 160 | $16K |
| Aviso Financial Inc. | 0.00% | Reduce -83.0% | 160 | $16K |
| Caldwell Trust Co | 0.00% | No change | 159 | $16K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 159 | $16K |
| Larson Financial Group LLC | 0.00% | No change | 158 | $16K |
| Beacon Financial Strategies CORP | 0.01% | No change | 156 | $16K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 147 | $15K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 145 | $15K |
| Napier Financial, LLC | 0.00% | New | 133 | $13K |
| CoreFirst Bank & Trust | 0.01% | No change | 132 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 132 | $13K |
| NorthAvenue LLC | 0.01% | No change | 128 | $13K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $12K |
| Bullock Wealth Management Group | 0.01% | No change | 112 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 112 | $11K |
| Adirondack Trust Co. | 0.00% | No change | 112 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 112 | $11K |
| Decker Retirement Planning Inc. | 0.00% | New | 100 | $10K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 100 | $10K |
| Ameriflex Group, Inc. | 0.01% | No change | 100 | $10K |
| Ballast Advisors LLC | 0.00% | Reduce -33.3% | 100 | $10K |
| Rhumbline Advisers | 0.00% | New | 100 | $10K |
| Trust Co | 0.00% | No change | 96 | $10K |
| Hughes Financial Services, LLC | 0.00% | No change | 94 | $9K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -54.0% | 85 | $9K |
| Essential Investment Partners LLC | 0.01% | No change | 80 | $8K |
| Burk Holdings LLC | 0.00% | New | 80 | $8K |
| Strive Financial Group ,LLC | 0.00% | No change | 82 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 76 | $8K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 75 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 72 | $7K |
| Sawyer & Company, Inc | 0.00% | No change | 71 | $7K |
| Gleason Group, Inc. | 0.00% | Reduce -54.2% | 71 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 72 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 65 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 58 | $6K |
| Bayban | 0.00% | No change | 56 | $6K |
| Sittner & Nelson, LLC | 0.00% | No change | 48 | $5K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 48 | $5K |
| Integrity Financial Corp | 0.00% | No change | 43 | $4K |
| Park National Corp. | 0.00% | New | 42 | $4K |
| Van Den Berg Management I, Inc. | 0.00% | Reduce -35.9% | 41 | $4K |
| Avion Wealth | 0.00% | No change | 48 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 36 | $4K |
| Howe & Rusling Inc. | 0.00% | No change | 31 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 30 | $3K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 31 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 16 | $2K |
| Rossby Financial, LCC | 0.00% | Reduce -90.9% | 11 | $1K |
| Investors Research Corp | 0.00% | No change | 10 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $915 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 8 | $805 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 4 | $403 |
| Networth Advisors, LLC | 0.00% | No change | 1 | $101 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $97 |
"% 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.