iShares S&P Mid-Cap 400 GrowIJKETF
13F holders, Q2 2026 (June 30)993holders +55
100new positions
43sold out
5famous investors
$116.42avg. 13F price*
At the end of Q2 2026, 993 institutions reported holding iShares S&P Mid-Cap 400 Grow (IJK) in their 13F filings, up 55 from Q1 2026. 100 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($865.5M), Wells Fargo & Company ($692.5M) and FMR LLC ($527.8M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $332.7M |
| Exits | 43 | $32.7M |
All 13F filers, Q1 2026 → Q2 2026: 5,329,886 shares bought and 3,092,252 shares sold, net +2,237,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 993 holders
| Morgan Stanley | 0.05% | Reduce -5.4% | 7,365,748 | $865.5M |
| Wells Fargo & Company | 0.12% | Add +0.4% | 5,894,027 | $692.5M |
| FMR LLC | 0.02% | Reduce -2.4% | 4,492,033 | $527.8M |
| Bank of America Corp. | 0.03% | Add +1.8% | 3,677,630 | $432.1M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -1.1% | 2,139,491 | $251.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +5.3% | 2,065,287 | $242.7M |
| PNC Financial Services Group, Inc. | 0.12% | Add +4.1% | 2,012,805 | $236.5M |
| UBS Group AG | 0.04% | Reduce -8.6% | 1,907,313 | $224.1M |
| True Freedom Investing, LLC | 17.47% | Reduce -1.7% | 2,217,617 | $223.1M |
| Pinkerton Wealth, LLC | 15.86% | New | 1,835,243 | $184.7M |
| Raymond James Financial Inc. | 0.05% | Add +2.9% | 1,520,276 | $178.6M |
| LPL Financial LLC | 0.04% | Add +3.0% | 1,476,497 | $173.5M |
| D.A. Davidson & Co. | 0.81% | Add +2.0% | 1,251,060 | $147.0M |
| Financial Engines Advisors L.L.C. | 0.24% | Reduce -5.0% | 1,169,953 | $137.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.3% | 1,146,816 | $134.8M |
| Northern Trust Corp. | 0.02% | Reduce -1.9% | 1,103,320 | $129.6M |
| Ameriprise Financial Inc. | 0.02% | Add +4.6% | 989,033 | $116.6M |
| Bank of New York Mellon Corp | 0.02% | Add +3.8% | 985,567 | $115.8M |
| JPMorgan Chase & Co. | 0.01% | Add +5.8% | 956,027 | $110.9M |
| MAI Capital Management | 0.33% | Add +0.8% | 728,317 | $85.6M |
| Jones Financial Companies LLLP | 0.03% | Add +21.2% | 696,600 | $80.4M |
| Royal Bank of Canada | 0.01% | Add +17.9% | 650,758 | $76.5M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.2% | 590,043 | $69.3M |
| Keybank National Association | 0.22% | Add +0.7% | 562,576 | $66.1M |
| Cerity Partners LLC | 0.08% | Add +1.1% | 536,489 | $63.0M |
| HighTower Advisors, LLC | 0.06% | Reduce -6.1% | 505,886 | $59.4M |
| Joel Isaacson & Co., LLC | 1.70% | Add +1.0% | 501,110 | $58.9M |
| Bokf, NA | 0.78% | Add +0.2% | 483,485 | $56.8M |
| Bank of Montreal | 0.02% | Reduce -0.9% | 468,196 | $55.0M |
| Willis Johnson & Associates, Inc. | 2.98% | Reduce -1.9% | 455,280 | $53.5M |
| Regions Financial Corp. | 0.31% | Reduce -3.3% | 447,104 | $52.5M |
| Focus Partners Wealth | 0.05% | Reduce -2.1% | 443,550 | $52.1M |
| Truist Financial Corp. | 0.06% | Add +7.7% | 417,243 | $49.0M |
| Steward Partners Investment Advisory, LLC | 0.24% | Add +33.0% | 407,266 | $47.9M |
| Pacific Life Fund Advisors LLC | 5.17% | New | 400,548 | $47.1M |
| Midland Wealth Advisors, LLC | 2.20% | Reduce -3.3% | 398,575 | $46.8M |
| Moment Partners, LLC | 8.39% | Add +3.8% | 396,412 | $46.6M |
| Captrust Financial Advisors | 0.07% | Reduce -3.0% | 361,510 | $42.5M |
| Cetera Investment Advisers | 0.04% | Add +51.3% | 350,476 | $41.2M |
| Wilmington Savings Fund Society, FSB | 0.90% | Reduce -6.5% | 344,211 | $40.4M |
| Lido Advisors, LLC | 0.14% | Add +10.1% | 338,768 | $39.8M |
| Mariner, LLC | 0.04% | Reduce -6.3% | 301,678 | $35.4M |
| Fifth Third Bancorp | 0.05% | Reduce -2.3% | 288,196 | $33.9M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.9% | 277,858 | $32.6M |
| Savant Capital, LLC | 0.09% | Add +0.5% | 260,429 | $30.6M |
| Courier Capital LLC | 1.53% | Add +1.5% | 260,296 | $30.6M |
| Arax Advisory Partners | 0.20% | Add +45.1% | 257,702 | $30.3M |
| Baird Financial Group, Inc. | 0.04% | Reduce -0.4% | 245,585 | $28.9M |
| Kozak & Associates, Inc. | 4.64% | Add +1525.7% | 230,502 | $26.8M |
| Osaic Holdings, Inc. | 0.03% | Add +33.4% | 217,369 | $25.5M |
| Argent Trust Co | 0.73% | Add +11.1% | 213,832 | $25.1M |
| Cassaday & Co Wealth Management LLC | 0.46% | Reduce -0.8% | 210,445 | $24.7M |
| AlphaCore Capital LLC | 0.45% | Reduce -3.2% | 209,812 | $24.7M |
| Capital Advisors, Ltd. LLC | 2.48% | Reduce -1.6% | 209,294 | $24.6M |
| Creative Planning | 0.01% | Add +1.1% | 207,056 | $24.3M |
| Hudson Capital Management LLC | 5.94% | Reduce -1.5% | 202,922 | $23.8M |
| Stifel Financial Corp. | 0.02% | Reduce -0.7% | 188,268 | $22.1M |
| Atlantic Union Bankshares Corp | 0.36% | Reduce -5.6% | 183,426 | $21.6M |
| Sterling Financial Planning, Inc. | 5.84% | Reduce -1.5% | 182,653 | $21.5M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -2.2% | 176,060 | $20.7M |
| Concurrent Investment Advisors, LLC | 0.17% | Add +546.0% | 170,893 | $20.1M |
| Cullen/Frost Bankers, Inc. | 0.19% | Reduce -0.4% | 164,447 | $19.3M |
| Inspirion Wealth Advisors, LLC | 2.21% | Reduce -9.1% | 166,148 | $19.3M |
| Salomon & Ludwin, LLC | 1.58% | Reduce -5.3% | 165,410 | $19.2M |
| Hilltop Partners LLC | 4.58% | New | 160,893 | $18.9M |
| Texas Yale Capital Corp. | 0.41% | Add +0.2% | 158,887 | $18.7M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -1.5% | 154,635 | $18.2M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +762.8% | 152,013 | $17.9M |
| 1834 Investment Advisors Co. | 2.00% | Reduce -0.8% | 150,402 | $17.7M |
| Waverly Advisors, LLC | 0.10% | Reduce -0.7% | 144,718 | $17.0M |
| GHP Investment Advisors, Inc. | 0.60% | Reduce -0.2% | 139,799 | $16.4M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +0.8% | 133,319 | $15.7M |
| Ifrah Financial Services, Inc. | 3.82% | Reduce -5.4% | 133,087 | $15.6M |
| PW Nova Financial Services LLC | 3.09% | Add +2.9% | 122,533 | $14.4M |
| First Merchants Corp. | 0.49% | Reduce -1.9% | 118,600 | $13.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -16.8% | 118,009 | $13.9M |
| AlTi Global, Inc. | 0.27% | Reduce -1.5% | 111,329 | $13.1M |
| Pathstone Holdings, LLC | 0.04% | Add +226.8% | 107,855 | $12.7M |
| Ashton Thomas Private Wealth, LLC | 0.26% | Add +5.4% | 107,553 | $12.6M |
| NewEdge Advisors, LLC | 0.04% | Add +501.7% | 105,618 | $12.4M |
| Onyx Bridge Wealth Group LLC | 1.12% | New | 105,580 | $12.4M |
| DDFG, Inc | 2.40% | Add +2.7% | 102,672 | $12.1M |
| HSBC Holdings PLC | 0.01% | Add +1.0% | 102,173 | $12.0M |
| White Pine Investment CO | 2.54% | Add +0.0% | 101,317 | $11.9M |
| Blue Edge Capital, LLC | 1.40% | Add +1.2% | 99,403 | $11.7M |
| Private Advisor Group, LLC | 0.05% | Reduce -1.1% | 98,780 | $11.6M |
| US Bancorp \de | 0.01% | Reduce -6.8% | 95,167 | $11.2M |
| JFS Wealth Advisors, LLC | 0.54% | Reduce -1.6% | 92,285 | $10.8M |
| Sanctuary Advisors, LLC | 0.05% | Add +7.7% | 92,160 | $10.8M |
| Broadview Financial Management, LLC | 6.51% | Reduce -2.2% | 90,694 | $10.7M |
| Associated Banc-Corp | 0.24% | Reduce -3.6% | 84,457 | $9.9M |
| OFS Enterprise LLC | 2.48% | Add +0.5% | 82,646 | $9.7M |
| Bryn Mawr Trust Advisors, LLC | 0.42% | Reduce -3.4% | 81,018 | $9.5M |
| Callan Family Office, LLC | 0.18% | Reduce -0.6% | 78,333 | $9.2M |
| Heritage Trust Co | 0.79% | Add +5.7% | 77,416 | $9.1M |
| Farther Finance Advisors, LLC | 0.07% | Add +10.1% | 74,498 | $8.8M |
| Rodgers & Associates, LTD | 0.79% | Reduce -4.6% | 73,635 | $8.7M |
| First Citizens Financial Corp | 3.56% | Reduce -1.2% | 72,538 | $8.5M |
| Greenleaf Trust | 0.08% | Reduce -1.1% | 71,058 | $8.3M |
| Mechanics Bank Trust Department | 1.03% | Reduce -0.8% | 70,649 | $8.3M |
| HB Wealth Management, LLC | 0.04% | No change | 68,061 | $8.0M |
| Parr McKnight Wealth Management Group, LLC | 0.94% | Add +4.4% | 67,391 | $7.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.3% | 66,939 | $7.9M |
| Two Sigma Investments, LP | 0.01% | New | 66,800 | $7.8M |
| Denver PWM, LLC | 2.52% | Reduce -1.0% | 64,609 | $7.7M |
| SOA Wealth Advisors, LLC. | 1.26% | Reduce -19.3% | 63,642 | $7.5M |
| Arkadios Wealth Advisors | 0.11% | Reduce -10.9% | 62,244 | $7.3M |
| Ausdal Financial Partners, Inc. | 0.28% | Reduce -7.6% | 61,723 | $7.3M |
| JNBA Financial Advisors | 0.55% | Reduce -3.2% | 61,696 | $7.2M |
| Centerpoint Advisors, LLC | 2.04% | Reduce -1.8% | 61,174 | $7.2M |
| Goelzer Investment Management, Inc. | 0.31% | Reduce -10.0% | 60,578 | $7.1M |
| Camarda Financial Advisors, LLC | 2.13% | New | 59,837 | $7.0M |
| Guidance Point Advisors, LLC | 1.51% | Reduce -0.2% | 59,348 | $7.0M |
| NewEdge Wealth, LLC | 0.07% | Add +13.1% | 59,026 | $6.9M |
| &partners | 0.03% | Add +3.4% | 57,927 | $6.8M |
| InvesTrust | 2.59% | Reduce -5.1% | 57,284 | $6.7M |
| Asset Management Group, Inc. | 0.98% | Reduce -0.6% | 57,034 | $6.7M |
| Causey Wealth LLC | 2.61% | Add +0.0% | 56,781 | $6.7M |
| EP Wealth Advisors, LLC | 0.03% | Add +2.3% | 56,120 | $6.6M |
| First Heartland Consultants, Inc. | 0.40% | Add +636.0% | 52,297 | $6.1M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -2.3% | 52,290 | $6.1M |
| M&T Bank Corp | 0.02% | Add +4.0% | 51,670 | $6.1M |
| Citizens Financial Group Inc. | 0.07% | Add +4.9% | 51,380 | $6.0M |
| Berman McAleer LLC | 0.68% | Reduce -2.6% | 50,031 | $5.9M |
| Becker Capital Management Inc. | 0.16% | No change | 49,947 | $5.9M |
| MML Investors Services, LLC | 0.01% | Add +23.9% | 49,871 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.6% | 49,065 | $5.8M |
| Fulton Breakefield Broenniman LLC | 0.34% | Add +0.6% | 48,756 | $5.7M |
| Soltis Investment Advisors LLC | 0.32% | Add +4.0% | 47,071 | $5.5M |
| Corient Private Wealth LP | 0.01% | Reduce -8.9% | 46,937 | $5.5M |
| World Investment Advisors | 0.09% | Reduce -7.0% | 54,596 | $5.5M |
| Tritonpoint Wealth, LLC | 0.54% | Reduce -7.3% | 46,349 | $5.4M |
| TritonPoint Partners, LLC | 0.45% | New | 46,229 | $5.4M |
| Pinnacle Financial Partners, Inc. | 0.04% | Add +9.8% | 45,403 | $5.3M |
| Strategic Financial Partners, Ltd. | 2.00% | New | 45,209 | $5.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.2% | 44,788 | $5.3M |
| Brightwater Advisory LLC | 3.30% | Reduce -0.2% | 44,493 | $5.2M |
| Perkins Coie Trust Co | 0.86% | Reduce -0.6% | 44,168 | $5.2M |
| Circle Wealth Management, LLC | 0.07% | No change | 44,000 | $5.2M |
| Diversify Advisory Services, LLC | 0.09% | New | 45,499 | $5.2M |
| Diversify Wealth Management, LLC | 0.09% | Add +0.3% | 45,499 | $5.2M |
| Citigroup Inc. | 0.00% | Add +3.9% | 43,993 | $5.2M |
| Independence Financial Advisors, LLC | 1.34% | Reduce -34.4% | 43,969 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Add +12.5% | 43,936 | $5.2M |
| Neumann Capital Management, LLC | 3.39% | Reduce -0.3% | 43,670 | $5.1M |
| Global Retirement Partners, LLC | 0.08% | — | 43,567 | $5.1M |
| United Bank | 0.59% | Add +37.2% | 42,637 | $5.0M |
| Triangle Securities Wealth Management | 0.98% | Add +8.1% | 41,885 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.7% | 41,110 | $4.7M |
| BKM Wealth Management, LLC | 1.66% | Reduce -7.4% | 39,900 | $4.7M |
| Maltin Wealth Management, Inc. | 1.55% | Add +3.7% | 39,385 | $4.6M |
| Lee, Kelleher & Klein Wealth Management | 2.41% | Add +1.8% | 39,184 | $4.6M |
| Hancock Whitney Corp. | 0.08% | Reduce -0.3% | 38,951 | $4.6M |
| Anb Bank | 1.67% | Reduce -0.9% | 37,998 | $4.5M |
| Fifth Third Wealth Advisors LLC | 0.12% | Reduce -1.2% | 37,946 | $4.5M |
| Cranbrook Wealth Management, LLC | 0.82% | Reduce -2.5% | 37,386 | $4.4M |
| Teachers Insurance & Annuity Association of America | 4.80% | Reduce -0.1% | 37,003 | $4.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.72% | Add +4.2% | 36,899 | $4.3M |
| UMB Bank, n.a. | 0.05% | Reduce -8.1% | 36,415 | $4.3M |
| Idaho Trust Co | 1.24% | Reduce -7.0% | 36,205 | $4.3M |
| CFS Investment Advisory Services, LLC | 0.28% | Reduce -1.7% | 36,413 | $4.2M |
| LTG Capital LLC | 2.80% | Reduce -2.2% | 35,611 | $4.2M |
| Trail Ridge Investment Advisors, LLC | 1.74% | Reduce -8.7% | 35,164 | $4.1M |
| Weinberger Asset Management, Inc | 1.27% | Reduce -2.5% | 35,531 | $4.0M |
| Midwest Trust Co | 0.04% | Reduce -0.4% | 33,726 | $4.0M |
| Fifth Third Securities, Inc. | 0.23% | Reduce -0.2% | 33,622 | $4.0M |
| Clearstead Advisors, LLC | 0.04% | Reduce -7.5% | 33,388 | $3.9M |
| BlueStem Wealth Partners, LLC | 0.39% | Reduce -4.7% | 32,951 | $3.9M |
| Blair William & Co. | 0.01% | Add +1.5% | 32,847 | $3.9M |
| Ironwood Financial, llc | 0.60% | Reduce -0.0% | 33,861 | $3.8M |
| M1 Capital Management LLC | 1.41% | Reduce -5.1% | 32,444 | $3.8M |
| Segment Wealth Management, LLC | 0.19% | No change | 31,700 | $3.7M |
| Commerce Bank | 0.02% | Reduce -2.1% | 31,447 | $3.7M |
| Dumont & Blake Investment Advisors LLC | 0.82% | Add +1.8% | 31,071 | $3.7M |
| Advisory Services Network, LLC | 0.04% | Add +13.9% | 30,968 | $3.6M |
| First Hawaiian Bank | 0.46% | Reduce -3.3% | 30,941 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -7.2% | 30,765 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.0% | 30,305 | $3.6M |
| Main Management LLC | 0.24% | Reduce -3.2% | 30,144 | $3.5M |
| Equitable Holdings, Inc. | 0.02% | Reduce -79.1% | 30,016 | $3.5M |
| USA Financial Formulas | 0.64% | — | 29,982 | $3.5M |
| Bluespring Wealth Management, LLC | 0.07% | New | 29,760 | $3.5M |
| Private Advisory Group LLC | 0.19% | Add +11.4% | 29,544 | $3.5M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -1.5% | 29,431 | $3.5M |
| Summit Wealth Group LLC / Co. | 0.28% | Reduce -0.2% | 29,297 | $3.4M |
| MidFirst Bank | 0.24% | Reduce -2.4% | 29,240 | $3.4M |
| Horizon Family Wealth, Inc. | 1.56% | Add +2.3% | 29,064 | $3.4M |
| Sigma Planning Corp | 0.08% | Reduce -2.6% | 28,292 | $3.3M |
| AQR Capital Management | 0.00% | Reduce -2.5% | 28,247 | $3.3M |
| Founders Grove Wealth Partners, LLC | 0.66% | Reduce -0.3% | 28,159 | $3.3M |
| Summitpoint Capital Management | 3.54% | Add +7.8% | 27,977 | $3.3M |
| Summit Financial Consulting LLC | 2.17% | New | 27,175 | $3.2M |
| Stordahl Capital Management, Inc. | 0.58% | Reduce -1.6% | 27,080 | $3.2M |
| Somerset Group LLC | 2.23% | Reduce -0.9% | 27,827 | $3.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -17.3% | 27,002 | $3.2M |
| Ullmann Wealth Partners Group, LLC | 0.29% | Add +8.9% | 26,789 | $3.1M |
| Transcendent Capital Group LLC | 1.22% | Add +12.8% | 26,738 | $3.1M |
| Jmac Enterprises LLC | 0.52% | Reduce -37.3% | 26,353 | $3.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +12.1% | 25,894 | $3.0M |
| CX Institutional | 0.09% | Add +2.3% | 25,811 | $3.0M |
| Alpine Bank Wealth Management | 0.39% | Reduce -2.8% | 25,605 | $3.0M |
| Pacific Financial Group Inc. | 1.44% | Reduce -1.0% | 25,578 | $3.0M |
| Spire Wealth Management | 0.09% | Reduce -1.2% | 25,151 | $3.0M |
| GC Wealth Management RIA, LLC | 0.17% | Add +0.9% | 24,939 | $2.9M |
| Foundation Wealth Management, LLC | 1.81% | Add +1.7% | 24,932 | $2.9M |
| Performance Wealth Partners, LLC | 0.07% | Reduce -1.7% | 24,898 | $2.9M |
| Avior Wealth Management, LLC | 0.08% | Add +176.3% | 24,472 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Add +6.0% | 23,766 | $2.8M |
| Vance Wealth, LLC | 0.62% | Reduce -0.0% | 23,339 | $2.7M |
| DT Investment Partners, LLC | 0.20% | Add +863.3% | 23,118 | $2.7M |
| Alliancebernstein L.P. | 0.00% | Add +15.4% | 26,753 | $2.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.09% | Add +15.4% | 22,839 | $2.7M |
| Farmers & Merchants Investments Inc. | 0.06% | Reduce 0.0% | 22,758 | $2.7M |
| Smith Shellnut Wilson LLC | 1.00% | Reduce -0.2% | 22,689 | $2.7M |
| Corundum Trust Company, INC | 7.01% | No change | 22,354 | $2.6M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -8.3% | 22,276 | $2.6M |
| Codex Capital Asset Management L.L.C. | 0.90% | Reduce -2.0% | 22,050 | $2.6M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | No change | 21,652 | $2.5M |
| Operose Advisors LLC | 0.49% | Reduce -1.6% | 21,624 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.78% | Reduce -1.4% | 21,285 | $2.5M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -3.2% | 21,281 | $2.5M |
| Grey Ledge Advisors, LLC | 0.50% | Add +14.6% | 21,144 | $2.5M |
| Retirement Planning Group, LLC | 0.06% | No change | 21,003 | $2.5M |
| Argent Advisors, Inc. | 0.62% | Reduce -0.7% | 20,961 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.6% | 20,937 | $2.4M |
| Davis Investment Partners, LLC | 0.74% | No change | 20,650 | $2.4M |
| Darrow Company, Inc. | 0.91% | Add +0.0% | 20,084 | $2.4M |
| Stenger Family Office, LLC | 0.37% | Reduce -9.1% | 19,982 | $2.3M |
| Axis Wealth Partners, LLC | 1.11% | Reduce -2.0% | 19,743 | $2.3M |
| Tiemann Investment Advisors, LLC | 0.84% | Reduce -0.5% | 19,735 | $2.3M |
| Franklin Resources Inc. | 0.00% | Reduce -3.9% | 19,682 | $2.3M |
| Avantax Planning Partners, Inc. | 0.06% | Reduce -2.3% | 19,152 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.12% | New | 19,030 | $2.2M |
| Wellspring Financial Advisors, LLC | 0.15% | Add +0.0% | 18,882 | $2.2M |
| Lifestyle Asset Management, Inc. | 0.60% | New | 18,872 | $2.2M |
| Independent Financial Group, LLC | 0.04% | Reduce -81.5% | 18,588 | $2.2M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -0.2% | 18,585 | $2.2M |
| C2C Wealth Management, LLC | 1.71% | Reduce -4.6% | 18,561 | $2.2M |
| Harbor Investment Advisory, LLC | 0.15% | Reduce -1.5% | 18,122 | $2.1M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -0.4% | 17,963 | $2.1M |
| Allegheny Financial Group | 0.22% | Reduce -6.5% | 17,921 | $2.1M |
| Royal Fund Management, LLC | 0.18% | Reduce -3.4% | 17,884 | $2.1M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -1.3% | 17,612 | $2.1M |
| Old National Bancorp | 0.04% | Reduce -0.0% | 17,556 | $2.1M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -2.1% | 17,202 | $2.0M |
| Peregrine Asset Advisers, Inc. | 0.43% | Reduce -0.4% | 16,909 | $2.0M |
| Trust Co. of Vermont | 0.07% | — | 16,895 | $2.0M |
| Fulton Bank, N.A. | 0.06% | No change | 16,804 | $2.0M |
| Anderson Hoagland & Co. | 0.15% | No change | 16,582 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +38.1% | 16,354 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -9.2% | 16,344 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Add +18.1% | 16,323 | $1.9M |
| Whittier Trust Co. | 0.02% | Reduce -11.4% | 16,518 | $1.9M |
| Novak & Powell Financial Services, Inc. | 0.90% | Add +2.0% | 16,244 | $1.9M |
| Columbia Bank | 0.42% | Reduce -5.5% | 15,868 | $1.9M |
| Genesis Private Wealth, LLC | 0.52% | No change | 15,632 | $1.8M |
| Harvest Investment Services, LLC | 0.28% | New | 15,578 | $1.8M |
| TAGStone Capital, Inc. | 0.58% | Reduce -1.3% | 15,542 | $1.8M |
| Godfrey Financial Associates, Inc. | 1.39% | Reduce -1.3% | 15,414 | $1.8M |
| Verdence Capital Advisors LLC | 0.09% | No change | 15,274 | $1.8M |
| River Wealth Advisors LLC | 0.19% | Add +1.3% | 15,266 | $1.8M |
| Congress Asset Management Co. | 0.01% | Reduce -23.3% | 15,059 | $1.8M |
| Finley Financial, LLC | 0.71% | No change | 15,037 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.1% | 14,968 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +87.0% | 14,882 | $1.7M |
| StoneX Group Inc. | 0.07% | Reduce -13.0% | 14,849 | $1.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.27% | Reduce -4.3% | 14,820 | $1.7M |
| Moneco Advisors, LLC | 0.11% | Reduce -3.4% | 14,624 | $1.7M |
| LBMC Investment Advisors, LLC | 0.09% | Add +0.0% | 14,519 | $1.7M |
| Orleans Capital Management Corp. | 0.85% | New | 14,001 | $1.6M |
| Ellis Investment Partners, LLC | 0.25% | Reduce -0.6% | 13,949 | $1.6M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -12.2% | 13,902 | $1.6M |
| Ameritas Advisory Services, LLC | 0.03% | New | 13,900 | $1.6M |
| Summit Financial, LLC | 0.02% | Reduce -0.3% | 13,895 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.78% | Reduce -34.7% | 13,823 | $1.6M |
| YHB Investment Advisors, Inc. | 0.10% | Add +0.6% | 13,822 | $1.6M |
| Pittenger & Anderson Inc. | 0.06% | No change | 13,800 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +7.7% | 13,667 | $1.6M |
| Hazlett, Burt & Watson, Inc. | 0.43% | Add +8.4% | 13,631 | $1.6M |
| Pallas Capital Advisors LLC | 0.05% | No change | 13,609 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -0.8% | 13,393 | $1.6M |
| Mowery & Schoenfeld Wealth Management, LLC | 2.11% | No change | 13,200 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -3.3% | 13,179 | $1.5M |
| Fairscale Capital, LLC | 0.92% | Add +25.6% | 13,096 | $1.5M |
| Keystone Financial Group | 0.09% | New | 13,066 | $1.5M |
| PKS Advisory Services, LLC | 0.24% | Add +24.4% | 13,029 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 12,968 | $1.5M |
| First Horizon Corp. | 0.06% | No change | 12,964 | $1.5M |
| Heck Capital Advisors, LLC | 0.09% | Reduce -0.6% | 12,835 | $1.5M |
| City Holding Co. | 0.17% | Reduce -5.9% | 12,773 | $1.5M |
| Moors & Cabot, Inc. | 0.06% | No change | 12,652 | $1.5M |
| Bleakley Financial Group, LLC | 0.02% | Add +19.5% | 12,588 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.6% | 12,487 | $1.5M |
| Watchman Group, Inc. | 0.33% | Reduce -0.9% | 12,426 | $1.5M |
| Stephens Inc. | 0.02% | Add +7.1% | 12,245 | $1.4M |
| TD Private Client Wealth LLC | 0.03% | Add +29.1% | 12,198 | $1.4M |
| Allworth Financial LP | 0.01% | Reduce -7.0% | 12,159 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.6% | 12,155 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -0.1% | 12,097 | $1.4M |
| Thayer Partners, LLC / MA | 0.58% | Add +0.0% | 12,023 | $1.4M |
| Embree Financial Group | 0.14% | Reduce -1.8% | 11,875 | $1.4M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.4% | 11,806 | $1.4M |
| Daymark Wealth Partners, LLC | 0.03% | Add +0.1% | 11,800 | $1.4M |
| First National Bank of Omaha | 0.04% | No change | 11,937 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.6% | 11,684 | $1.4M |
| AMG National Trust Bank | 0.03% | Reduce -6.8% | 11,652 | $1.4M |
| Aprio Wealth Management, LLC | 0.07% | Add +0.0% | 11,649 | $1.4M |
| Private Wealth Asset Management, LLC | 0.13% | Reduce -3.5% | 11,565 | $1.4M |
| Fortitude Family Office, LLC | 0.26% | No change | 11,539 | $1.4M |
| First Citizens Bank & Trust Co. | 0.02% | Add +2.1% | 11,449 | $1.3M |
| Western Wealth Management, LLC | 0.04% | Add +0.2% | 11,409 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +36.6% | 11,369 | $1.3M |
| Marietta Wealth Management, LLC | 0.14% | No change | 11,220 | $1.3M |
| Bangor Savings Bank | 0.10% | No change | 11,168 | $1.3M |
| Vicus Capital | 0.08% | Reduce -16.3% | 11,123 | $1.3M |
| Cordoba Advisory Partners LLC | 0.28% | Add +6.2% | 11,129 | $1.3M |
| Brighton Jones LLC | 0.02% | Reduce -1.1% | 11,067 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -14.5% | 11,047 | $1.3M |
| Laurel Wealth Advisors LLC | 0.12% | Reduce -0.4% | 10,909 | $1.3M |
| Buck Wealth Strategies, LLC | 0.13% | New | 10,890 | $1.3M |
| Capital Analysts, LLC | 0.03% | Add +0.1% | 10,867 | $1.3M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 10,812 | $1.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | No change | 10,687 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -3.2% | 10,669 | $1.3M |
| Meridian Investment Counsel Inc. | 0.27% | No change | 10,644 | $1.3M |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | No change | 10,589 | $1.2M |
| Keenan, LLC | 0.88% | Reduce -25.9% | 10,554 | $1.2M |
| MainStreet Investment Advisors LLC | 0.17% | Add +1.9% | 10,463 | $1.2M |
| Vanguard National Trust Co | 0.07% | No change | 10,439 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.06% | Reduce -3.4% | 10,248 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -80.5% | 10,193 | $1.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -0.4% | 10,184 | $1.2M |
| Patten Group, Inc. | 0.19% | Reduce -1.8% | 10,178 | $1.2M |
| Front Row Advisors LLC | 0.34% | Reduce -3.9% | 10,082 | $1.2M |
| Ballentine Partners, LLC | 0.01% | No change | 9,976 | $1.2M |
| International Assets Investment Management, LLC | 0.07% | Reduce -3.6% | 10,067 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -6.7% | 9,919 | $1.2M |
| Harbour Capital Advisors, LLC | 0.21% | No change | 10,055 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.3% | 10,077 | $1.1M |
| Fiduciary Alliance LLC | 0.08% | Reduce -19.4% | 9,595 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +21.8% | 9,567 | $1.1M |
| Breakwater Capital Group | 0.13% | Reduce -5.3% | 9,531 | $1.1M |
| Dearborn Partners LLC | 0.06% | No change | 9,505 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.8% | 9,481 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +2.3% | 9,455 | $1.1M |
| Atlas Brown,Inc. | 0.30% | Reduce -1.6% | 9,392 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -56.1% | 9,381 | $1.1M |
| RKL Wealth Management LLC | 0.09% | Add +0.1% | 9,352 | $1.1M |
| Tudor Financial Inc. | 0.49% | Add +13.3% | 9,342 | $1.1M |
| Private Trust Co. NA | 0.09% | Reduce -0.8% | 9,327 | $1.1M |
| Stratos Investment Management, LLC | 0.04% | Reduce -4.7% | 9,282 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Reduce -2.0% | 9,263 | $1.1M |
| Heartwood Wealth Advisors LLC | 0.08% | Reduce -8.3% | 9,234 | $1.1M |
| Huntington National Bank | 0.01% | Add +2.2% | 9,177 | $1.1M |
| Venture Visionary Partners LLC | 0.03% | Add +0.0% | 9,153 | $1.1M |
| Veratis Advisors, Inc. | 0.76% | — | 9,117 | $1.1M |
| Financial Alternatives, Inc | 0.53% | No change | 9,084 | $1.1M |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -51.1% | 9,049 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +305.7% | 9,043 | $1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -39.0% | 9,013 | $1.1M |
| Davidson Trust Co. | 0.41% | Add +13.8% | 9,002 | $1.1M |
| Mission Wealth Management, LP | 0.01% | Add +47.1% | 8,976 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +44.5% | 8,970 | $1.1M |
| Oakworth Capital, Inc. | 0.05% | No change | 8,952 | $1.1M |
| Chilton Investment Co. Inc. | 0.03% | Reduce -3.0% | 8,875 | $1.0M |
| Truepoint, Inc. | 0.02% | Reduce -1.6% | 8,787 | $1.0M |
| Busey Bank | 0.02% | No change | 8,713 | $1.0M |
| Topsail Wealth Management, LLC | 0.13% | No change | 8,691 | $1.0M |
| NTV Asset Management LLC | 0.10% | Reduce -2.3% | 8,670 | $1.0M |
| AdvisorNet Financial, Inc | 0.05% | Reduce -1.4% | 8,622 | $1.0M |
| Ruggaard & Associates LLC | 0.36% | Reduce -1.5% | 8,598 | $1.0M |
| Atlantic Edge Private Wealth Management, LLC | 0.21% | No change | 8,583 | $1.0M |
| Bluedoor Private Wealth, LLC | 0.42% | No change | 8,560 | $1.0M |
| Griffin Asset Management, Inc. | 0.11% | Add +0.2% | 8,558 | $1.0M |
| Belpointe Asset Management LLC | 0.03% | Add +70.9% | 8,528 | $1.0M |
| Bank of Stockton | 0.28% | Reduce -1.4% | 8,503 | $999K |
| Brandywine Oak Private Wealth LLC | 0.07% | No change | 8,414 | $989K |
| Welch & Forbes LLC | 0.01% | No change | 8,373 | $984K |
| HMS Capital Management, LLC | 0.37% | Reduce -6.6% | 8,337 | $980K |
| SageView Advisory Group, LLC | 0.03% | Add +0.1% | 8,329 | $979K |
| Wagner Wealth Management, LLC | 0.18% | No change | 8,280 | $973K |
| IFP Advisors, Inc | 0.02% | Add +2.3% | 8,194 | $963K |
| Money Concepts Capital Corp. | 0.04% | New | 8,151 | $958K |
| Peterson Wealth Advisors, LLC | 0.11% | Add +6.2% | 8,114 | $953K |
| Cerity Partners Retirement Plan Advisors LLC | 0.40% | Add +9.5% | 8,083 | $950K |
| Gables Capital Management Inc. | 0.34% | No change | 8,016 | $942K |
| RFG Advisory, LLC | 0.01% | Add +3.2% | 7,975 | $937K |
| Montecito Bank & Trust | 0.14% | No change | 7,937 | $933K |
| Bridges Investment Management Inc. | 0.01% | No change | 7,926 | $931K |
| Integrated Advisors Network LLC | 0.04% | Reduce -84.2% | 7,908 | $929K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +103.1% | 8,003 | $929K |
| Point72 Asset Management | 0.00% | New | 7,836 | $921K |
| Glenview Trust Co | 0.01% | No change | 7,780 | $914K |
| TCV Trust & Wealth Management, Inc. | 0.07% | No change | 7,689 | $903K |
| Harbour Investments, Inc. | 0.01% | Reduce -69.9% | 7,631 | $897K |
| Valeo Financial Advisors, LLC | 0.02% | Add +70.7% | 7,594 | $892K |
| DSG Capital Advisors, LLC | 0.13% | No change | 7,852 | $892K |
| Allen Investment Management, LLC | 0.01% | No change | 7,556 | $888K |
| Texas Bank & Trust Co | 0.29% | Reduce -0.2% | 7,529 | $885K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.9% | 7,515 | $883K |
| Modera Wealth Management, LLC | 0.01% | Reduce -5.5% | 7,457 | $876K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -0.7% | 7,401 | $869K |
| ProVise Management Group, LLC | 0.06% | Reduce -0.7% | 7,272 | $854K |
| Crescent Grove Advisors, LLC | 0.07% | Reduce -7.8% | 7,255 | $852K |
| Awm Capital, LLC | 0.07% | No change | 7,224 | $849K |
| Hickory Point Bank & Trust | 0.51% | No change | 7,181 | $844K |
| Private Management Group Inc. | 0.02% | No change | 7,165 | $842K |
| River Street Advisors LLC | 0.25% | Reduce -4.5% | 7,124 | $837K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.6% | 7,105 | $835K |
| Outlook Wealth Advisors, LLC | 0.18% | No change | 7,077 | $832K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 7,056 | $829K |
| Compton Wealth Advisory Group, LLC | 0.17% | Reduce -11.9% | 7,134 | $828K |
| Montis Financial, LLC | 0.17% | No change | 7,024 | $825K |
| Tannin Capital LLC | 0.54% | Reduce -4.0% | 6,931 | $814K |
| Prospera Financial Services Inc | 0.01% | Reduce -26.5% | 6,899 | $812K |
| Hubbell Strickland Wealth Management, LLC | 0.29% | Add +0.0% | 6,902 | $811K |
| Mather Group, Llc. | 0.01% | Add +3.0% | 6,856 | $806K |
| Alerus Financial NA | 0.03% | No change | 6,787 | $797K |
| Park Avenue Securities LLC | 0.01% | Add +3.5% | 6,779 | $797K |
| Pacific Sun Financial Corp | 0.33% | Reduce -1.9% | 6,762 | $795K |
| Compass Financial Group, Inc. (Ohio) | 0.53% | Reduce -1.7% | 6,695 | $787K |
| Prosperity Planning, Inc. | 0.25% | Reduce -3.2% | 6,686 | $786K |
| Choreo, LLC | 0.01% | Reduce -3.5% | 6,666 | $783K |
| Fayez Sarofim & Co | 0.00% | No change | 6,644 | $781K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.4% | 6,624 | $778K |
| Bonfire Financial | 0.50% | Add +0.0% | 6,620 | $778K |
| Glen Eagle Advisors, LLC | 0.10% | Reduce -0.4% | 6,596 | $775K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -0.7% | 6,587 | $774K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -2.0% | 6,571 | $772K |
| Daner Wealth Management, LLC | 0.42% | No change | 6,461 | $766K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.0% | 6,712 | $764K |
| SouthState Bank Corp | 0.03% | Reduce -6.2% | 6,462 | $759K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 6,449 | $758K |
| Smith & Howard Wealth Management, LLC | 0.16% | No change | 6,442 | $757K |
| Destiny Capital Corp | 0.35% | Add +12.7% | 6,391 | $751K |
| Washington Trust Bank | 0.05% | No change | 6,371 | $749K |
| Legacy Private Trust Co. | 0.04% | No change | 6,370 | $748K |
| Keel Point, LLC | 0.04% | Add +0.1% | 6,369 | $748K |
| Vise Technologies, Inc. | 0.01% | New | 6,361 | $747K |
| MSH Capital Advisors LLC | 0.13% | No change | 6,340 | $745K |
| Z3 Capital Partners, LLC | 0.16% | Reduce -8.1% | 6,324 | $743K |
| Signature Wealth Management Partners, LLC | 0.35% | No change | 6,300 | $740K |
| Corundum Group, Inc. | 0.22% | Reduce -10.5% | 6,265 | $736K |
| Palisade Asset Management, LLC | 0.07% | No change | 6,257 | $735K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 6,254 | $735K |
| August Group Capital Ltd | 0.80% | Add +0.1% | 6,180 | $726K |
| VestGen Advisors, LLC | 0.02% | Reduce -48.4% | 6,140 | $721K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.26% | Add +0.1% | 6,138 | $721K |
| Waldron Private Wealth LLC | 0.03% | No change | 6,134 | $721K |
| AE Wealth Management LLC | 0.00% | Reduce -9.4% | 6,113 | $718K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 6,037 | $709K |
| LexAurum Advisors, LLC | 0.08% | Reduce -3.6% | 6,033 | $709K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Add +0.0% | 6,003 | $705K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -10.4% | 5,919 | $695K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | Reduce -0.1% | 5,900 | $693K |
| IFG Advisors, LLC | 0.10% | Add +0.0% | 5,884 | $691K |
| Guerra Pan Advisors, LLC | 0.38% | Reduce -5.3% | 5,836 | $686K |
| Kintra Wealth, LLC | 0.04% | Add +48.1% | 5,780 | $686K |
| Independent Wealth Network Inc. | 0.17% | Add +0.6% | 5,738 | $674K |
| Greenspring Advisors, LLC | 0.04% | Reduce -5.1% | 5,738 | $674K |
| Laurel Oak Wealth Management, LLC | 0.10% | Add +6.3% | 5,719 | $672K |
| Nova Wealth Management, Inc. | 0.37% | New | 5,678 | $667K |
| Pure Financial Advisors, LLC | 0.01% | Add +3.6% | 5,656 | $665K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -11.2% | 5,650 | $664K |
| Sunpointe, LLC | 0.19% | No change | 5,613 | $660K |
| Vienna Asset Management LLC | 0.47% | New | 5,607 | $659K |
| Net Worth Advisory Group | 0.17% | Reduce -87.1% | 5,598 | $658K |
| Slow Capital, Inc. | 0.08% | Reduce -57.6% | 5,590 | $657K |
| Sapient Capital LLC | 0.01% | Add +32.5% | 5,547 | $652K |
| Geometric Wealth Advisors | 0.07% | No change | 5,537 | $651K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 5,500 | $646K |
| Hilltop Holdings Inc. | 0.05% | Reduce -1.4% | 5,475 | $643K |
| Wesbanco Bank Inc. | 0.02% | Add +14.9% | 5,428 | $638K |
| Richards, Merrill & Peterson, Inc. | 0.20% | No change | 5,411 | $636K |
| Stephen J. Garry & Associates, LLC | 0.46% | Reduce -2.7% | 5,410 | $636K |
| American Financial & Tax Strategies Inc. | 0.29% | No change | 5,406 | $635K |
| 21 West Wealth Management LLC | 0.54% | No change | 5,404 | $635K |
| CRA Financial Services, LLC | 0.07% | No change | 5,404 | $635K |
| 626 Financial, LLC | 0.25% | No change | 5,380 | $632K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.0% | 5,371 | $631K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,370 | $631K |
| Sei Investments Co. | 0.00% | Add +3.6% | 5,352 | $629K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 5,344 | $628K |
| Crusonia Wealth Advisors LLC | 0.10% | Reduce -4.1% | 5,295 | $622K |
| MidAtlantic Capital Management, Inc. | 0.39% | Reduce -0.9% | 5,279 | $620K |
| Key Financial Inc | 0.10% | Reduce -12.1% | 5,257 | $618K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.0% | 5,246 | $616K |
| Geneos Wealth Management Inc. | 0.01% | Add +16.0% | 5,244 | $616K |
| Hyundai Investments Co., Ltd. | 0.66% | Reduce -48.5% | 5,267 | $611K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +0.0% | 5,108 | $600K |
| KLCM Advisors, Inc. | 0.05% | No change | 5,104 | $600K |
| Haverford Trust Co | 0.01% | No change | 4,976 | $585K |
| Mezzasalma Advisors, LLC | 0.12% | No change | 4,903 | $576K |
| Petra Financial Advisors Inc. | 0.27% | No change | 4,901 | $576K |
| Hershey Financial Advisers, LLC | 0.41% | Reduce -2.7% | 4,894 | $575K |
| Wagner Wealth Management, Corp | 0.46% | New | 4,842 | $569K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +10.3% | 4,825 | $567K |
| Destination Wealth Management | 0.01% | No change | 4,819 | $566K |
| Jacobi Capital Management LLC | 0.03% | No change | 4,811 | $565K |
| Ibex Wealth Advisors | 0.04% | Reduce -2.0% | 4,799 | $564K |
| Rothschild Wealth LLC | 0.04% | Add +0.1% | 4,745 | $558K |
| Harbour Trust & Investment Management Co | 0.05% | No change | 4,738 | $557K |
| Saxon Interests, Inc. | 0.15% | No change | 4,734 | $556K |
| Sawgrass Asset Management LLC | 0.07% | No change | 4,721 | $555K |
| Greenup Street Wealth Management LLC | 0.07% | Reduce -7.8% | 4,718 | $554K |
| Aptus Capital Advisors, LLC | 0.00% | Add +415.5% | 4,691 | $551K |
| Biltmore Family Office, LLC | 0.07% | No change | 4,674 | $549K |
| Park Place Capital Corp | 0.09% | Reduce -24.3% | 4,662 | $548K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -6.7% | 4,645 | $546K |
| Glassman Wealth Services | 0.07% | Add +27.6% | 4,640 | $545K |
| EFG International AG | 0.01% | No change | 4,640 | $545K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -33.8% | 4,588 | $539K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -5.0% | 4,587 | $539K |
| Allium Financial Advisors, LLC | 0.35% | Reduce -5.4% | 4,578 | $538K |
| CoreCap Advisors, LLC | 0.02% | Reduce -96.9% | 4,569 | $537K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 4,524 | $532K |
| Navigate Wealth Management, LLC | 0.33% | Reduce -0.8% | 4,721 | $531K |
| Friday Financial | 0.14% | No change | 4,638 | $528K |
| KPP Advisory Services LLC | 0.07% | No change | 4,464 | $525K |
| Crewe Advisors LLC | 0.04% | No change | 4,458 | $524K |
| Fiduciary Financial Group, LLC | 0.06% | No change | 4,445 | $522K |
| Meridian Financial Advisors, LLC | 0.25% | Reduce -1.4% | 4,423 | $520K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -2.6% | 4,404 | $517K |
| Milestones Private Investment Advisors LLC | 0.41% | Reduce -5.6% | 4,396 | $517K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +6.1% | 4,385 | $515K |
| Mutual Advisors, LLC | 0.01% | Reduce -62.9% | 4,377 | $514K |
| Childress Capital Advisors, LLC | 0.08% | No change | 4,353 | $511K |
| Clientfirst Wealth Management, LLC | 0.42% | No change | 4,324 | $508K |
| IFG Advisory, LLC | 0.02% | New | 4,320 | $508K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -2.5% | 4,300 | $505K |
| Russell Investments Group, Ltd. | 0.00% | Add +16.1% | 4,292 | $504K |
| Mattern Wealth Management LLC | 0.08% | Reduce -2.5% | 4,249 | $499K |
| HighPoint Advisor Group LLC | 0.02% | Add +10.5% | 4,247 | $499K |
| NCM Capital Management, LLC | 0.15% | Add +0.0% | 4,187 | $492K |
| Carnegie Investment Counsel | 0.01% | Add +2.2% | 4,186 | $492K |
| United Community Bank | 0.15% | Reduce -17.1% | 4,183 | $492K |
| Vickerman Investment Advisors, Inc. | 0.09% | No change | 4,154 | $488K |
| Pettyjohn, Wood & White, Inc. | 0.07% | Add +13.6% | 4,147 | $487K |
| Ally Invest Advisors Inc. | 0.03% | Reduce -0.5% | 4,140 | $486K |
| Equitable Trust Co. | 0.02% | No change | 4,138 | $486K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 4,117 | $484K |
| Norris Perne & French LLP | 0.02% | Add +5.1% | 4,116 | $484K |
| All Terrain Financial Advisors, LLC | 0.10% | No change | 4,086 | $480K |
| Savvy Advisors, Inc. | 0.01% | Add +19.5% | 4,074 | $479K |
| Indiana Trust & Investment Management Co | 0.13% | No change | 4,067 | $478K |
| Community Bank, N.A. | 0.05% | No change | 4,045 | $475K |
| Highland Investment Advisors LLC | 0.21% | — | 4,042 | $475K |
| Fiduciary Trust Co | 0.01% | No change | 4,042 | $475K |
| Stevens Capital Partners | 0.09% | Add +4.6% | 4,021 | $472K |
| Intrust Bank NA | 0.03% | No change | 3,991 | $469K |
| Doliver Advisors, LP | 0.11% | No change | 3,980 | $468K |
| Bar Harbor Wealth Management | 0.03% | No change | 3,978 | $467K |
| HCR Wealth Advisors | 0.04% | Add +0.7% | 3,942 | $463K |
| PCG Wealth Advisors, LLC | 0.10% | No change | 3,933 | $462K |
| American Wealth Advisors, LLC | 0.43% | Reduce -0.9% | 3,902 | $458K |
| NBT Bank, N.A. | 0.03% | No change | 3,900 | $458K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 3,896 | $458K |
| Asset Dedication, LLC | 0.03% | Add +61.0% | 3,888 | $457K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.8% | 3,863 | $454K |
| Highland Capital Management, LLC | 0.02% | Reduce -27.3% | 3,854 | $453K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 3,900 | $453K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.0% | 3,830 | $450K |
| Navigation Group, LLC | 0.09% | Add +4.3% | 3,817 | $448K |
| Bay Capital Advisors, LLC | 0.24% | Add +2.5% | 3,815 | $448K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,813 | $448K |
| Cove Private Wealth, LLC | 0.09% | Add +15.1% | 3,810 | $448K |
| Independence Bank of Kentucky | 0.05% | No change | 3,760 | $442K |
| Linscomb Wealth, Inc. | 0.02% | No change | 3,757 | $441K |
| MKT Advisors LLC | 0.14% | No change | 3,874 | $441K |
| Goldenstone Wealth Management LLC | 0.29% | Reduce -3.5% | 3,750 | $441K |
| Gerald Baker Financial Group LLC | 0.13% | Add +0.1% | 3,740 | $440K |
| Johnson Financial Group, LLC | 0.02% | No change | 3,695 | $434K |
| Carl P. Sherr & Co., LLC | 0.18% | No change | 3,665 | $431K |
| Veracity Capital LLC | 0.12% | No change | 3,652 | $429K |
| Trueblood Wealth Management, LLC | 0.15% | Add +0.1% | 3,642 | $428K |
| Integrated Investment Consultants, LLC | 0.08% | Reduce -8.3% | 3,633 | $427K |
| Bailard, Inc. | 0.01% | Reduce -16.2% | 3,626 | $426K |
| Breachway Investments LLC | 0.64% | Add +2.3% | 3,618 | $425K |
| Parcion Private Wealth LLC | 0.02% | Reduce -14.8% | 3,603 | $423K |
| Insight Advisors, LLC/ PA | 0.07% | Add +0.1% | 3,603 | $423K |
| Delta Investment Management, LLC | 0.07% | No change | 3,602 | $423K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 3,600 | $423K |
| Mma Asset Management LLC | 0.13% | No change | 3,562 | $419K |
| KCM Investment Advisors LLC | 0.01% | No change | 3,550 | $417K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.3% | 3,527 | $414K |
| Parkside Financial Bank & Trust | 0.03% | Add +0.3% | 3,514 | $413K |
| Everstar Asset Management, LLC | 0.20% | No change | 3,512 | $413K |
| Vann Equity Management LLC | 0.25% | Reduce -36.4% | 3,508 | $412K |
| Bensler, LLC | 0.04% | Reduce -0.8% | 3,504 | $412K |
| Renasant Bank | 0.26% | Reduce -30.0% | 3,500 | $411K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -1.6% | 3,465 | $407K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +14.1% | 3,464 | $407K |
| American Trust | 0.03% | Add +1.9% | 3,448 | $405K |
| Sandy Cove Advisors, LLC | 0.10% | Add +0.1% | 3,437 | $404K |
| Wick Capital Partners, LLC | 0.06% | No change | 3,425 | $402K |
| Meramec Financial Planners, LLC | 0.15% | Reduce -2.3% | 3,539 | $402K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 3,422 | $402K |
| Composition Wealth, LLC | 0.00% | Add +5.9% | 3,410 | $401K |
| Terril Brothers, Inc. | 0.10% | No change | 3,406 | $400K |
| Northeast Investment Management | 0.01% | No change | 3,402 | $400K |
| Silver Oak Securities, Incorporated | 0.02% | Add +63.4% | 3,400 | $400K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -33.1% | 3,398 | $399K |
| NBH Bank | 0.17% | — | 3,390 | $398K |
| Ancora Advisors LLC | 0.01% | No change | 3,385 | $398K |
| Essex Financial Services, Inc. | 0.02% | Add +18.8% | 3,368 | $396K |
| Benchmark Financial, LLC | 0.32% | Add +14.7% | 3,327 | $391K |
| SCS Capital Management LLC | 0.00% | No change | 3,319 | $390K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 3,274 | $385K |
| Probity Advisors, Inc. | 0.05% | No change | 3,260 | $383K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +321.7% | 3,251 | $382K |
| Clayton Financial Group LLC | 0.21% | Add +0.0% | 3,248 | $382K |
| MV Capital Management, Inc. | 0.03% | No change | 3,236 | $380K |
| Wedbush Securities Inc. | 0.01% | Add +0.8% | 3,234 | $380K |
| Walled Lake Planning & Wealth Management, LLC | 0.10% | Reduce -1.6% | 3,231 | $380K |
| Elm Partners Management LLC | 0.01% | Reduce -0.2% | 3,213 | $378K |
| Matthew Goff Investment Advisor, LLC | 0.06% | No change | 3,205 | $377K |
| Ieq Capital, LLC | 0.00% | Reduce -42.0% | 3,178 | $373K |
| Strategic Blueprint, LLC | 0.02% | Add +0.8% | 3,176 | $373K |
| Meitav Investment House Ltd. | 0.00% | New | 3,200 | $371K |
| Balboa Wealth Partners | 0.05% | Reduce -86.6% | 3,151 | $370K |
| Brookstone Capital Management | 0.00% | Reduce -23.7% | 3,128 | $368K |
| Buckhead Capital Management LLC | 0.12% | No change | 3,050 | $358K |
| Condor Capital Management | 0.03% | Add +3.3% | 3,004 | $353K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,993 | $352K |
| Opus Financial Solutions LLC | 0.28% | No change | 2,985 | $351K |
| Sage Financial Group Inc. | 0.02% | Reduce -1.7% | 2,971 | $349K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 2,956 | $347K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 2,955 | $347K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 2,950 | $347K |
| Thomasville National Bank | 0.02% | — | 2,933 | $345K |
| BIP Wealth, LLC | 0.01% | Add +4.7% | 2,932 | $344K |
| Creekside Partners | 0.12% | No change | 2,931 | $344K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 2,922 | $343K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 2,921 | $343K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 2,918 | $343K |
| One Capital Management, LLC | 0.01% | No change | 3,395 | $342K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,900 | $341K |
| Eclectic Associates Inc. | 0.04% | Reduce -2.3% | 2,900 | $341K |
| Meeder Advisory Services, Inc. | 0.01% | New | 2,894 | $340K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -5.0% | 2,881 | $339K |
| Lyell Wealth Management, LP | 0.02% | No change | 2,875 | $338K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -9.9% | 2,867 | $337K |
| Modern Wealth Management, LLC | 0.00% | Reduce -99.4% | 2,846 | $334K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,844 | $334K |
| Merkkuri Wealth Advisors LLC | 0.21% | Reduce -28.6% | 2,831 | $333K |
| Tudor Investment Corporation | 0.00% | New | 2,822 | $332K |
| Ritholtz Wealth Management | 0.00% | No change | 2,804 | $329K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.4% | 2,803 | $329K |
| Independent Investors Inc. | 0.06% | No change | 2,800 | $329K |
| VeraBank, N.A. | 0.05% | No change | 2,798 | $329K |
| Motco | 0.03% | No change | 2,789 | $328K |
| Krilogy Financial LLC | 0.01% | Add +0.0% | 2,786 | $327K |
| Westmount Partners, LLC | 0.07% | No change | 2,776 | $326K |
| Garrison Point Advisors, LLC | 0.13% | No change | 2,770 | $325K |
| Value Investment Professionals, LLC | 0.27% | New | 2,767 | $325K |
| Farmers National Bank | 0.07% | No change | 2,766 | $325K |
| Chemung Canal Trust Co. | 0.06% | Reduce -0.4% | 2,761 | $324K |
| Winthrop Capital Management, LLC | 0.08% | No change | 2,758 | $324K |
| Horizon Wealth Management, LLC | 0.04% | No change | 2,755 | $324K |
| Fisher Asset Management | 0.00% | Reduce -17.5% | 2,737 | $322K |
| CNB Bank | 0.13% | No change | 2,737 | $322K |
| First City Capital Management, Inc. | 0.16% | No change | 2,732 | $321K |
| Greater Midwest Financial Group, LLC | 0.16% | Add +0.1% | 2,730 | $321K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 2,728 | $321K |
| McCarter Private Wealth Services LLC | 0.11% | No change | 2,713 | $319K |
| Fortis Capital Advisors, LLC | 0.04% | No change | 2,713 | $319K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 2,700 | $317K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 2,688 | $316K |
| Townsend Asset Management Corp. /NC/ | 0.10% | No change | 2,670 | $314K |
| Uptick Partners, LLC | 0.05% | No change | 2,662 | $313K |
| Valmark Advisers, Inc. | 0.00% | Reduce -1.5% | 2,650 | $311K |
| Accredited Investors Inc. | 0.01% | Reduce -1.0% | 2,649 | $311K |
| Smith, Moore & Co. | 0.02% | Add +0.4% | 2,640 | $310K |
| Dover Advisors, LLC | 0.13% | Reduce -15.0% | 3,188 | $309K |
| Csenge Advisory Group | 0.01% | Add +1.2% | 2,626 | $309K |
| Noble Wealth Management PBC | 0.14% | Add +41.2% | 2,611 | $307K |
| Huntleigh Advisors, Inc. | 0.04% | Reduce -10.6% | 2,603 | $306K |
| Dakota Wealth Management | 0.01% | No change | 2,595 | $305K |
| Sterling Investment Counsel, LLC | 0.07% | Reduce -0.2% | 2,576 | $303K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,562 | $301K |
| Lazari Capital Management, Inc. | 0.09% | No change | 2,560 | $301K |
| Trivium Point Advisory, LLC | 0.03% | No change | 2,545 | $299K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -80.4% | 2,545 | $299K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 2,540 | $298K |
| Moneywise, Inc. | 0.11% | Add +0.1% | 2,539 | $298K |
| Redwood Investment Management, LLC | 0.03% | New | 2,532 | $298K |
| Centaurus Financial, Inc. | 0.01% | Reduce -97.9% | 2,523 | $296K |
| Insight Inv LLC | 0.14% | No change | 2,509 | $295K |
| Tompkins Financial Corp. | 0.02% | No change | 2,501 | $294K |
| Freedom Day Solutions, LLC | 0.06% | Add +14.5% | 2,494 | $293K |
| Elyxium Wealth, LLC | 0.03% | No change | 2,480 | $291K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -27.5% | 2,469 | $290K |
| Fee-Only Financial Planning, L.C. | 0.15% | Reduce -3.9% | 2,460 | $289K |
| Park Capital Management, LLC / WI | 0.17% | No change | 2,451 | $288K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +0.1% | 2,451 | $288K |
| Sequent Asset Management, LLC | 0.12% | New | 2,446 | $287K |
| Stanich Group LLC | 0.18% | Add +0.1% | 2,437 | $286K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 2,416 | $284K |
| HUB Investment Partners, LLC | 0.01% | New | 2,410 | $283K |
| Security National Bank of So Dak | 0.13% | Reduce -25.0% | 2,400 | $282K |
| Nwam LLC | 0.01% | Reduce -3.0% | 2,392 | $281K |
| Chapin Davis, Inc. | 0.05% | No change | 2,376 | $279K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,376 | $279K |
| Assetmark, Inc. | 0.00% | Add +1.1% | 2,360 | $277K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 2,360 | $277K |
| Intergy Private Wealth, LLC | 0.06% | No change | 2,356 | $277K |
| New Insight Wealth Advisors | 0.08% | No change | 2,355 | $277K |
| Sowell Financial Services LLC | 0.01% | New | 2,355 | $277K |
| Radnor Capital Management, LLC | 0.04% | No change | 2,352 | $276K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -19.0% | 2,395 | $276K |
| Shrier Wealth Management, LLC | 0.09% | No change | 2,345 | $276K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 2,340 | $275K |
| Sightline Wealth Advisors, LLC | 0.10% | No change | 2,328 | $274K |
| Procyon Advisors, LLC | 0.01% | New | 2,325 | $273K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.2% | 2,323 | $273K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 2,320 | $273K |
| Advisors Management Group Inc. | 0.05% | No change | 2,320 | $272K |
| Arlington Trust Co LLC | 0.02% | New | 2,310 | $271K |
| Eagle Global Advisors LLC | 0.01% | No change | 2,300 | $270K |
| Legacy Financial Group LLC | 0.03% | No change | 2,293 | $269K |
| First Interstate Bank | 0.01% | No change | 2,288 | $269K |
| LaFleur & Godfrey LLC | 0.03% | No change | 2,287 | $269K |
| Wolff Wiese Magana LLC | 0.12% | No change | 2,285 | $268K |
| Legacy Bridge, LLC | 0.08% | Add +4.8% | 2,266 | $266K |
| Financial Life Planners | 0.17% | Reduce -4.1% | 2,260 | $266K |
| Stelac Advisory Services LLC | 0.05% | No change | 2,250 | $264K |
| Granite Bay Wealth Management, LLC | 0.02% | No change | 2,247 | $264K |
| Plotkin Financial Advisors, LLC | 0.11% | No change | 2,244 | $264K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -24.2% | 2,243 | $264K |
| Hidden Cove Wealth Management, LLC | 0.14% | No change | 2,240 | $263K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 2,240 | $263K |
| North Capital, Inc. | 0.20% | No change | 2,228 | $262K |
| Highview Capital Management LLC | 0.07% | No change | 2,216 | $260K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -50.0% | 2,214 | $260K |
| FSA Advisors, Inc. | 0.12% | New | 2,213 | $260K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -0.3% | 2,174 | $255K |
| Vanguard Advisers Inc. | 0.00% | Add +37.9% | 2,172 | $255K |
| W Advisors, LLC | 0.12% | No change | 2,170 | $255K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 2,170 | $255K |
| Lanark Financial, Inc. | 0.02% | Reduce -0.1% | 2,162 | $254K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -3.7% | 2,154 | $253K |
| Blue Trust, Inc. | 0.00% | Reduce -2.3% | 2,148 | $252K |
| West Bancorporation Inc. | 0.11% | No change | 2,140 | $251K |
| Nilsine Partners, LLC | 0.02% | No change | 2,102 | $247K |
| Old Second National Bank of Aurora | 0.05% | Reduce -4.3% | 2,097 | $246K |
| Eagle Bay Advisors LLC | 0.18% | Reduce -3.5% | 2,097 | $246K |
| Quadcap Wealth Management, LLC | 0.02% | No change | 2,093 | $246K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 2,093 | $246K |
| FFT Wealth Management LLC | 0.04% | No change | 2,092 | $246K |
| Parkshore Wealth Management, Inc. | 0.07% | Add +0.1% | 2,077 | $244K |
| Wealthspire Retirement, LLC | 0.01% | No change | 2,075 | $244K |
| CWS Financial Advisors, LLC | 0.05% | Add +0.1% | 2,072 | $243K |
| Roman Butler Fullerton & Co. | 0.06% | Reduce -28.5% | 2,155 | $243K |
| Plan A Wealth LLC | 0.10% | Reduce -1.1% | 2,069 | $243K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 2,024 | $238K |
| Lewis Asset Management, LLC | 0.08% | No change | 2,021 | $237K |
| Tradewinds, LLC. | 0.05% | New | 27,442 | $235K |
| Aufman Associates Inc | 0.09% | No change | 1,988 | $234K |
| Leavell Investment Management, Inc. | 0.01% | New | 1,977 | $232K |
| Simmons Bank | 0.01% | New | 1,964 | $231K |
| Winthrop Advisory Group LLC | 0.02% | New | 1,964 | $231K |
| Liberty Wealth Management LLC | 0.03% | No change | 2,293 | $231K |
| SC&H Financial Advisors, Inc. | 0.03% | New | 1,960 | $230K |
| GLR Partners, LLC | 0.11% | Reduce -17.4% | 1,957 | $230K |
| FSM Wealth Advisors, LLC | 0.02% | New | 1,951 | $229K |
| Security National Bank | 0.03% | No change | 1,951 | $229K |
| Cannon Wealth Management Services, LLC | 0.12% | New | 1,934 | $227K |
| Means Investment Co., Inc. | 0.02% | New | 1,934 | $227K |
| Oakwell Private Wealth Management, LLC | 0.04% | New | 1,932 | $227K |
| Gemmer Asset Management LLC | 0.02% | New | 1,929 | $227K |
| STAR Financial Bank | 0.09% | New | 1,926 | $226K |
| FC Advisory LLC | 0.06% | New | 1,926 | $226K |
| Nalls Sherbakoff Group, LLC | 0.16% | No change | 1,916 | $225K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,906 | $224K |
| Saxony Capital Management, LLC | 0.10% | New | 1,903 | $224K |
| First National Bank of Hutchinson | 0.12% | New | 1,900 | $223K |
| Kwmg, LLC | 0.02% | New | 1,880 | $221K |
| Romano Brothers and Company | 0.02% | New | 1,868 | $219K |
| Penobscot Investment Management Company, Inc. | 0.01% | New | 1,850 | $217K |
| Valley National Advisers Inc. | 0.02% | No change | 1,842 | $216K |
| Capstone Wealth Management, Inc. | 0.16% | New | 1,840 | $215K |
| Mountain Capital Investment Advisors Inc. | 0.03% | New | 1,829 | $215K |
| Main Street Financial Solutions, LLC | 0.01% | New | 1,827 | $215K |
| SteelPeak Wealth, LLC | 0.01% | New | 1,808 | $212K |
| Park Edge Advisors, LLC | 0.04% | New | 1,781 | $209K |
| Founders Financial Securities LLC | 0.01% | New | 1,769 | $208K |
| Red Door Wealth Management, LLC | 0.02% | New | 1,765 | $207K |
| Cordatus Wealth Management LLC | 0.05% | Reduce -59.0% | 1,764 | $207K |
| United Advisor Group, LLC | 0.02% | New | 1,761 | $207K |
| Summit Financial Strategies, Inc. | 0.01% | New | 1,753 | $206K |
| Parkwoods Wealth Partners, LLC | 0.03% | New | 1,750 | $206K |
| M3 Advisory Group, LLC | 0.11% | New | 1,744 | $205K |
| Financial Advisory Corp | 0.03% | New | 1,744 | $205K |
| IFC Advisors LLC | 0.03% | New | 1,741 | $205K |
| Richmond Investment Services, LLC | 0.06% | Reduce -46.4% | 1,741 | $205K |
| Sovereign Financial Group, Inc. | 0.03% | Reduce -17.4% | 1,733 | $204K |
| Kanawha Capital Management LLC | 0.01% | New | 1,733 | $204K |
| Charter Capital Management, LLC\DE | 0.09% | New | 1,732 | $204K |
| Advisors Capital Management, LLC | 0.00% | Reduce -17.2% | 1,722 | $202K |
| Bennett Selby Investments LP | 0.06% | New | 1,720 | $202K |
| King Wealth Management Group | 0.02% | New | 1,723 | $202K |
| Christensen, King & Associates Investment Services, Inc. | 0.08% | New | 1,716 | $202K |
| HM Payson & Co. | 0.00% | No change | 1,712 | $201K |
| Insight Wealth Partners, LLC | 0.03% | New | 1,706 | $200K |
| Voisard Asset Management Group, Inc. | 0.04% | New | 1,704 | $200K |
| McDonald Partners LLC | 0.05% | New | 1,676 | $197K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.1% | 1,654 | $194K |
| GAMMA Investing LLC | 0.01% | Add +189.3% | 1,652 | $194K |
| Midwest Capital Advisors, LLC | 0.08% | Reduce -24.9% | 1,632 | $192K |
| Prosperity Bancshares Inc | 0.12% | No change | 1,595 | $187K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 1,564 | $184K |
| Financial Perspectives, Inc | 0.04% | Add +0.1% | 1,564 | $184K |
| Clearstead Trust, LLC | 0.02% | No change | 1,560 | $183K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,554 | $183K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -30.1% | 1,523 | $179K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,520 | $179K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,500 | $176K |
| Grove Bank & Trust | 0.02% | No change | 1,472 | $173K |
| West Paces Advisors Inc. | 0.03% | No change | 1,441 | $169K |
| Peachtree Investment Partners, LLC | 0.05% | Reduce -3.7% | 1,441 | $169K |
| Gen-Wealth Partners Inc | 0.05% | No change | 1,440 | $169K |
| Synergy Investment Management, LLC | 0.04% | No change | 1,439 | $169K |
| Titan Wealth (CI) Ltd | 0.06% | No change | 1,400 | $165K |
| Rice Partnership, LLC | 0.02% | No change | 1,389 | $163K |
| Strategic Investment Advisors / MI | 0.01% | No change | 1,386 | $163K |
| Signature Resources Capital Management, LLC | 0.06% | New | 1,379 | $162K |
| Signaturefd, LLC | 0.00% | No change | 1,360 | $160K |
| Webster Bank, N. A. | 0.01% | No change | 1,352 | $159K |
| CENTRAL TRUST Co | 0.00% | No change | 1,342 | $158K |
| S.A. Mason LLC | 0.05% | No change | 1,336 | $157K |
| PFS Partners, LLC | 0.06% | No change | 1,332 | $157K |
| CVA Family Office, LLC | 0.01% | Reduce -27.9% | 1,300 | $153K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -3.0% | 1,282 | $151K |
| Walsh & Associates, LLC | 0.12% | Reduce -5.7% | 1,251 | $147K |
| Kelleher Financial Advisors | 0.02% | Add +100.0% | 1,240 | $146K |
| Horrell Capital Management, Inc. | 0.07% | No change | 1,220 | $143K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,200 | $141K |
| Kentucky Trust Co | 0.07% | Reduce -4.1% | 1,170 | $137K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,170 | $137K |
| Montag A & Associates Inc. | 0.01% | No change | 1,168 | $137K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,167 | $137K |
| Founders Capital Management | 0.06% | No change | 1,126 | $132K |
| First Command Advisory Services, Inc. | 0.00% | Add +65.7% | 1,117 | $131K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -24.8% | 1,091 | $128K |
| Dunhill Financial, LLC | 0.03% | No change | 1,085 | $128K |
| Windsor Advisory Group, LLC | 0.09% | No change | 1,076 | $126K |
| Three Bearings Fiduciary Advisors, Inc. | 0.11% | No change | 1,074 | $126K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,068 | $125K |
| SIMA Wealth Partners, LLC | 0.09% | Reduce -8.3% | 1,043 | $123K |
| Evergreen Private Wealth LLC | 0.04% | No change | 1,030 | $121K |
| POM Investment Strategies, LLC | 0.13% | Add +0.3% | 994 | $117K |
| Register Financial Advisors LLC | 0.03% | Reduce -11.4% | 933 | $110K |
| Smithfield Trust Co | 0.00% | No change | 914 | $108K |
| Owl Creek Wealth Partners LLC | 0.03% | Reduce -15.4% | 906 | $106K |
| Mill Capital Management, LLC | 0.01% | No change | 900 | $106K |
| ESL Trust Services, LLC | 0.02% | No change | 898 | $106K |
| Founders Financial Alliance, LLC | 0.01% | No change | 872 | $103K |
| Main Street Group, LTD | 0.02% | Reduce -22.7% | 850 | $100K |
| Kings Path Partners LLC | 0.03% | No change | 840 | $99K |
| Millstone Evans Group, LLC | 0.05% | No change | 827 | $97K |
| Quent Capital, LLC | 0.01% | Add +40.0% | 809 | $95K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -10.8% | 785 | $92K |
| Glassy Mountain Advisors, Inc. | 0.02% | No change | 752 | $88K |
| Sage Mountain Advisors LLC | 0.01% | No change | 725 | $85K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.1% | 724 | $85K |
| Maseco LLP | 0.00% | New | 713 | $84K |
| Hilltop National Bank | 0.02% | No change | 700 | $82K |
| Y.D. More Investments Ltd | 0.00% | No change | 680 | $80K |
| Thompson Investment Management, Inc. | 0.01% | No change | 656 | $77K |
| Smartleaf Asset Management LLC | 0.00% | No change | 659 | $76K |
| John A. Wolfe & Associates, Inc. | 0.10% | Add +0.2% | 617 | $73K |
| Tidemark, LLC | 0.02% | Add +30.5% | 612 | $72K |
| Milestone Investment Advisors LLC | 0.02% | No change | 608 | $71K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 600 | $71K |
| Johnson Financial Group, Inc. | 0.00% | No change | 565 | $66K |
| Steph & Co. | 0.02% | No change | 560 | $66K |
| RMG Wealth Management LLC | 0.01% | No change | 504 | $60K |
| Fortis Group Advisors, LLC | 0.01% | No change | 500 | $59K |
| Colonial Trust Advisors | 0.00% | No change | 495 | $58K |
| Cornerstone Planning Group LLC | 0.01% | No change | 513 | $58K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 481 | $57K |
| Burkett Financial Services, LLC | 0.02% | No change | 472 | $56K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 464 | $55K |
| Basepoint Wealth LLC | 0.03% | No change | 458 | $54K |
| High Note Wealth, LLC | 0.01% | No change | 452 | $53K |
| American National Bank & Trust | 0.00% | Reduce -12.1% | 443 | $52K |
| Armor Investment Advisors, LLC | 0.02% | No change | 440 | $52K |
| Strengthening Families & Communities, LLC | 0.01% | No change | 432 | $51K |
| SHP Wealth Management | 0.00% | Add +13.8% | 421 | $49K |
| Capital Investment Counsel, Inc | 0.01% | No change | 410 | $48K |
| IMA Advisory Services, Inc. | 0.00% | No change | 408 | $48K |
| Hanson & Doremus Investment Management | 0.00% | No change | 396 | $47K |
| Quaker Wealth Management, LLC | 0.01% | No change | 386 | $45K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +0.3% | 381 | $45K |
| Palouse Capital Management, Inc. | 0.03% | No change | 368 | $43K |
| Rossmore Private Capital | 0.00% | No change | 366 | $43K |
| Atwood & Palmer Inc. | 0.00% | No change | 365 | $43K |
| Centennial Bank | 0.01% | No change | 350 | $41K |
| Continuum Advisory, LLC | 0.00% | New | 348 | $41K |
| WealthShield Partners, LLC | 0.01% | Reduce -96.5% | 343 | $40K |
| Abound Wealth Management | 0.01% | No change | 339 | $40K |
| Align Financial, LLC | 0.02% | No change | 336 | $39K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -0.6% | 333 | $38K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 314 | $37K |
| SYM FINANCIAL Corp | 0.00% | Add +10.7% | 311 | $37K |
| First PREMIER Bank | 0.01% | No change | 296 | $35K |
| Sankala Group LLC | 0.02% | No change | 298 | $35K |
| Angeles Wealth Management, LLC | 0.00% | No change | 296 | $35K |
| Evermay Wealth Management LLC | 0.00% | No change | 293 | $34K |
| Nemes Rush Group LLC | 0.00% | No change | 293 | $34K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 292 | $34K |
| Westside Investment Management, Inc. | 0.00% | No change | 288 | $34K |
| Larson Financial Group LLC | 0.00% | Add +81.7% | 287 | $34K |
| Citizens National Bank Trust Department | 0.00% | No change | 280 | $33K |
| Rothschild Investment LLC | 0.00% | No change | 272 | $32K |
| Qube Research & Technologies Ltd | 0.00% | No change | 262 | $31K |
| Avalon Trust Co | 0.00% | New | 250 | $29K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 247 | $29K |
| Your Advocates Ltd., LLP | 0.01% | New | 237 | $28K |
| BankPlus Trust Department | 0.01% | No change | 233 | $27K |
| Piedmont Capital Management, LLC | 0.02% | No change | 233 | $27K |
| Matrix Private Capital Group LLC | 0.01% | Reduce -1.7% | 230 | $27K |
| Tsfg, LLC | 0.00% | No change | 232 | $27K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -42.0% | 220 | $26K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -4.3% | 201 | $24K |
| Creative Capital Management Investments LLC | 0.01% | No change | 204 | $24K |
| Pacific Center for Financial Services | 0.01% | No change | 204 | $24K |
| 1015 Capital Partners, LLC | 0.02% | No change | 200 | $24K |
| Archer Investment Corp | 0.00% | Add +0.5% | 185 | $22K |
| Kingdom Financial Group LLC. | 0.01% | New | 176 | $21K |
| North Star Investment Management Corp. | 0.00% | No change | 174 | $20K |
| Imprint Wealth LLC | 0.08% | No change | 173 | $20K |
| Piscataqua Savings Bank | 0.01% | No change | 160 | $19K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 160 | $19K |
| Caldwell Trust Co | 0.00% | No change | 159 | $19K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 159 | $19K |
| Beacon Financial Strategies CORP | 0.01% | No change | 156 | $18K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 147 | $17K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 145 | $17K |
| LifeSteps Financial, Inc. | 0.01% | New | 144 | $17K |
| Napier Financial, LLC | 0.00% | No change | 133 | $16K |
| CoreFirst Bank & Trust | 0.01% | No change | 132 | $16K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 132 | $16K |
| NorthAvenue LLC | 0.01% | No change | 128 | $15K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 124 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 112 | $13K |
| Adirondack Trust Co. | 0.00% | No change | 112 | $13K |
| Bullock Wealth Management Group | 0.01% | No change | 112 | $13K |
| Pacifica Partners Inc. | 0.00% | No change | 112 | $13K |
| Kroeger Financial Partners | 0.01% | — | 103 | $12K |
| Decker Retirement Planning Inc. | 0.00% | No change | 100 | $12K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 100 | $12K |
| Ameriflex Group, Inc. | 0.00% | No change | 100 | $12K |
| Ballast Advisors LLC | 0.00% | No change | 100 | $12K |
| Trust Co | 0.00% | No change | 96 | $11K |
| Sims Investment Management, LLC | 0.00% | New | 95 | $11K |
| Hughes Financial Services, LLC | 0.00% | No change | 94 | $11K |
| Atlas Capital Advisors Inc. | 0.00% | New | 88 | $10K |
| Strive Financial Group ,LLC | 0.00% | No change | 82 | $10K |
| Elevated Capital Advisors, LLC | 0.00% | New | 81 | $10K |
| Essential Investment Partners LLC | 0.01% | No change | 80 | $9K |
| Burk Holdings LLC | 0.00% | No change | 80 | $9K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 76 | $9K |
| EPG Wealth Management LLC | 0.00% | No change | 72 | $8K |
| Artisan Partners Limited Partnership | 0.00% | New | 72 | $8K |
| Sawyer & Company, Inc | 0.00% | No change | 71 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 72 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 65 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 58 | $7K |
| Bayban | 0.01% | No change | 56 | $7K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 48 | $6K |
| Sittner & Nelson, LLC | 0.00% | No change | 48 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 46 | $5K |
| First Pacific Financial | 0.00% | New | 44 | $5K |
| Integrity Financial Corp | 0.00% | No change | 43 | $5K |
| Avion Wealth | 0.00% | No change | 48 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 36 | $4K |
| Howe & Rusling Inc. | 0.00% | No change | 31 | $4K |
| Raffa Wealth Management, LLC | 0.00% | No change | 30 | $4K |
| Mosley Wealth Management | 0.00% | New | 27 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 24 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 22 | $3K |
| Fairman Group, LLC | 0.00% | New | 18 | $2K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -45.2% | 17 | $2K |
| Timbuktu Capital Management, LLC | 0.00% | — | 16 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 16 | $2K |
| Key Capital Management, INC | 0.00% | New | 12 | $1K |
| MCF Advisors LLC | 0.00% | New | 11 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 11 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $1K |
| Networth Advisors, LLC | 0.00% | No change | 1 | $118 |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 1 | $118 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $113 |
"% 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.