iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q1 2024 (March 31)757holders
2famous investors
$102.72avg. 13F price*
At the end of Q1 2024, 757 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings. The largest holders were Morgan Stanley ($407.7M), Bank of America Corp. ($403.9M) and FMR LLC ($312.0M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares S&P Small-Cap 600 Va
- CUSIP
- 464287879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $27.9M |
| Exits | 70 | $216.2M |
Ownership 757 holders
| Morgan Stanley | 0.03% | Add +4.1% | 3,967,017 | $407.7M |
| Bank of America Corp. | 0.04% | Add +3.2% | 3,930,521 | $403.9M |
| FMR LLC | 0.02% | Add +66.4% | 3,036,109 | $312.0M |
| M&T Bank Corp | 0.55% | Add +51.0% | 1,547,889 | $159.1M |
| Regions Financial Corp. | 1.12% | Add +1.9% | 1,440,251 | $148.0M |
| Wells Fargo & Company | 0.04% | Reduce -5.0% | 1,385,746 | $142.4M |
| UBS Group AG | 0.04% | Add +8.2% | 1,191,349 | $122.4M |
| Prime Capital Investment Advisors, LLC | 1.36% | Reduce -2.8% | 947,755 | $97.4M |
| Modera Wealth Management, LLC | 1.25% | Reduce -2.0% | 799,994 | $82.2M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -85.3% | 717,342 | $73.7M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -3.4% | 702,171 | $72.2M |
| LPL Financial LLC | 0.04% | Reduce -15.6% | 690,890 | $71.0M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -17.7% | 577,573 | $59.4M |
| Bessemer Group Inc. | 0.10% | Reduce -0.2% | 521,591 | $53.6M |
| Royal Bank of Canada | 0.01% | Reduce -0.3% | 461,253 | $47.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -27.9% | 442,286 | $45.5M |
| Stifel Financial Corp. | 0.05% | Add +2.2% | 398,184 | $40.9M |
| One Capital Management, LLC | 1.48% | Add +4.3% | 396,684 | $40.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -31.0% | 393,412 | $40.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.8% | 366,368 | $37.6M |
| Exencial Wealth Advisors, LLC | 1.34% | Add +8.8% | 347,724 | $35.7M |
| Bank of Montreal | 0.01% | Reduce -17.1% | 345,551 | $35.5M |
| HighTower Advisors, LLC | 0.06% | Reduce -28.4% | 334,761 | $34.4M |
| Baird Financial Group, Inc. | 0.07% | Add +0.8% | 322,475 | $33.1M |
| GW Henssler & Associates Ltd. | 1.85% | Add +8.8% | 306,851 | $31.5M |
| Bailard, Inc. | 0.87% | Add +1.4% | 306,387 | $31.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -54.0% | 298,015 | $30.6M |
| Palisades Hudson Asset Management, L.P. | 13.62% | Reduce -0.8% | 291,047 | $29.9M |
| Truist Financial Corp. | 0.04% | Reduce -29.0% | 263,127 | $27.0M |
| Raymond James & Associates | 0.02% | Reduce -5.2% | 262,660 | $27.0M |
| Probity Advisors, Inc. | 5.55% | Reduce -1.2% | 261,201 | $26.8M |
| Savant Capital, LLC | 0.30% | Reduce -5.1% | 253,548 | $26.1M |
| Mariner, LLC | 0.05% | Reduce -5.3% | 241,205 | $24.8M |
| Jones Financial Companies LLLP | 0.03% | Reduce -1.6% | 239,520 | $24.6M |
| SPC Financial, Inc. | 2.31% | Add +2.3% | 239,425 | $24.6M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +2.1% | 233,230 | $24.0M |
| GHP Investment Advisors, Inc. | 1.09% | Reduce -1.3% | 213,603 | $21.9M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -7.4% | 213,339 | $21.9M |
| Osaic Holdings, Inc. | 0.05% | Reduce -85.1% | 209,846 | $21.6M |
| Heartwood Wealth Advisors LLC | 2.60% | Add +0.8% | 205,124 | $21.1M |
| Phillips Financial Management, LLC | 1.72% | Reduce -1.4% | 203,822 | $20.9M |
| Waverly Advisors, LLC | 0.49% | Reduce -8.7% | 202,938 | $20.9M |
| Cerity Partners LLC | 0.05% | Reduce -0.7% | 201,082 | $20.7M |
| Lido Advisors, LLC | 0.17% | Add +227.8% | 178,960 | $18.4M |
| MAI Capital Management | 0.18% | Add +4.4% | 167,240 | $17.2M |
| Ellis Investment Partners, LLC | 3.56% | Reduce -0.7% | 159,188 | $16.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.9% | 158,229 | $16.3M |
| Moneta Group Investment Advisors LLC | 0.26% | Add +45.6% | 154,077 | $15.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -29.1% | 149,004 | $15.3M |
| Creative Planning | 0.02% | Reduce -5.7% | 138,728 | $14.3M |
| Comerica Bank | 0.06% | Reduce -8.4% | 135,334 | $13.9M |
| Keybank National Association | 0.05% | Reduce -1.6% | 127,819 | $13.1M |
| Etfidea, LLC | 4.20% | Add +1.5% | 119,831 | $12.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -5.3% | 115,565 | $11.9M |
| Captrust Financial Advisors | 0.04% | Reduce -6.8% | 114,937 | $11.8M |
| One Day In July LLC | 1.53% | Reduce -0.7% | 111,979 | $11.5M |
| Cibc World Market Inc. | 0.03% | Add +1.9% | 107,459 | $11.0M |
| Relative Value Partners Group, LLC | 0.69% | Reduce -1.1% | 112,890 | $11.0M |
| Covenant Partners, LLC | 3.19% | Reduce -0.6% | 106,505 | $10.9M |
| Wealth Architects, LLC | 1.41% | Reduce -0.1% | 103,800 | $10.7M |
| Susquehanna International Group, LLP | 0.02% | Add +149.4% | 99,917 | $10.3M |
| US Bancorp \de | 0.01% | Reduce -7.9% | 99,290 | $10.2M |
| JFS Wealth Advisors, LLC | 0.81% | Add +9.7% | 98,926 | $10.2M |
| Asset Dedication, LLC | 0.74% | Reduce -1.9% | 96,077 | $9.9M |
| First Heartland Consultants, Inc. | 0.99% | Add +178.4% | 93,255 | $9.6M |
| Councilor Wealth, LLC | 4.72% | Reduce -8.8% | 91,748 | $9.4M |
| Prudential Financial Inc. | 0.01% | Reduce -24.8% | 91,732 | $9.4M |
| Cetera Investment Advisers | 0.02% | Reduce -40.8% | 91,584 | $9.4M |
| Glenmede Trust Co. NA | 0.05% | Reduce -0.9% | 91,156 | $9.4M |
| Asset Management Group, Inc. | 1.41% | Reduce -1.9% | 90,333 | $9.3M |
| Buckingham Strategic Wealth, LLC | 0.09% | Add +0.9% | 86,922 | $8.9M |
| Bokf, NA | 0.16% | Reduce -1.7% | 86,261 | $8.7M |
| Sterling Financial Planning, Inc. | 3.51% | Reduce -2.5% | 84,390 | $8.7M |
| RTD Financial Advisors, Inc. | 1.16% | Add +1.9% | 84,029 | $8.6M |
| Home Federal Bank of Tennessee | 2.67% | Add +1.3% | 83,873 | $8.6M |
| Sax Wealth Advisors, LLC | 1.00% | Reduce -6.8% | 83,271 | $8.6M |
| Evanson Asset Management, LLC | 0.61% | Reduce -7.8% | 80,201 | $8.2M |
| Wilmington Savings Fund Society, FSB | 0.31% | — | 79,015 | $8.1M |
| Forbes Financial Planning, Inc. | 6.98% | Add +0.1% | 78,966 | $8.1M |
| Salomon & Ludwin, LLC | 0.69% | Reduce -0.2% | 77,951 | $8.0M |
| Capital Advisors, Ltd. LLC | 1.04% | Reduce -4.6% | 77,384 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -2.3% | 77,150 | $7.9M |
| Lansing Street Advisors | 3.53% | Add +10.1% | 76,421 | $7.9M |
| Sepio Capital, LP | 0.67% | No change | 75,771 | $7.8M |
| Fifth Third Bancorp | 0.03% | Reduce -6.7% | 75,453 | $7.8M |
| Pinnacle Financial Partners Inc | 0.17% | Add +2.5% | 75,335 | $7.7M |
| Avantax Advisory Services, Inc. | 0.07% | Add +0.9% | 75,267 | $7.7M |
| Access Investment Management LLC | 2.49% | Reduce -6.4% | 73,315 | $7.5M |
| Family Firm, Inc. | 1.81% | Add +1.8% | 72,201 | $7.4M |
| Corient Private Wealth LP | 0.01% | Reduce -91.6% | 72,102 | $7.4M |
| Chicago Partners Investment Group LLC | 0.31% | Add +1.4% | 74,921 | $7.4M |
| Burns J W & Co. Inc. | 1.01% | Reduce -1.0% | 70,582 | $7.3M |
| Ifrah Financial Services, Inc. | 1.94% | Reduce -0.7% | 67,135 | $6.9M |
| MML Investors Services, LLC | 0.03% | Reduce -56.0% | 65,648 | $6.7M |
| NorthCrest Asset Manangement, LLC | 0.22% | Add +3.0% | 63,947 | $6.6M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -45.8% | 62,791 | $6.5M |
| Ironwood Financial, llc | 1.46% | Reduce -0.6% | 61,961 | $6.4M |
| Vicus Capital | 0.57% | Add +5.5% | 60,739 | $6.2M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +4.1% | 59,783 | $6.1M |
| Focus Partners Wealth | 0.05% | Add +489.9% | 59,073 | $6.1M |
| Jane Street Group, LLC | 0.01% | New | 58,267 | $6.0M |
| Northeast Financial Consultants Inc | 0.29% | Reduce -19.4% | 56,979 | $5.9M |
| Cassaday & Co Wealth Management LLC | 0.19% | Reduce -0.5% | 56,732 | $5.8M |
| Sigma Planning Corp | 0.18% | Add +162.6% | 56,150 | $5.8M |
| Stokes Family Office, LLC | 0.72% | Add +0.0% | 56,084 | $5.8M |
| Great Lakes Advisors, LLC | 0.05% | Add +1.6% | 56,028 | $5.8M |
| Compound Planning, Inc. | 0.53% | Add +170.6% | 55,553 | $5.7M |
| Soundmark Wealth Management, LLC | 2.50% | Reduce -1.6% | 54,895 | $5.6M |
| Rodgers & Associates, LTD | 0.71% | Add +0.3% | 53,459 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.6% | 52,881 | $5.4M |
| Lake Street Private Wealth, LLC | 0.75% | New | 52,845 | $5.4M |
| Strategic Wealth Partners Group, LLC | 0.60% | Reduce -2.0% | 52,759 | $5.4M |
| Foundry Financial Group, Inc. | 3.84% | Add +12.0% | 52,416 | $5.4M |
| Franklin Resources Inc. | 0.00% | Reduce -0.4% | 52,162 | $5.4M |
| Cambridge Financial Group, LLC | 2.52% | Reduce -0.1% | 51,501 | $5.3M |
| Evensky & Katz LLC | 0.37% | Reduce -1.3% | 50,919 | $5.2M |
| 1834 Investment Advisors Co. | 0.61% | Reduce -11.5% | 50,343 | $5.2M |
| Southern Capital Advisors, LLC | 3.12% | Add +1.3% | 50,036 | $5.1M |
| Blue Edge Capital, LLC | 0.86% | Add +0.3% | 49,831 | $5.1M |
| Accretive Wealth Partners, LLC | 2.23% | Add +0.4% | 50,956 | $5.0M |
| Occidental Asset Management, LLC | 0.93% | Add +2.8% | 48,598 | $5.0M |
| Larson Financial Group LLC | 0.38% | Add +98.0% | 47,857 | $4.9M |
| Crescent Grove Advisors, LLC | 0.50% | Reduce -1.1% | 46,463 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.0% | 46,239 | $4.8M |
| Quent Capital, LLC | 0.55% | Add +3.0% | 45,979 | $4.7M |
| Pittenger & Anderson Inc. | 0.19% | No change | 45,700 | $4.7M |
| Greenleaf Trust | 0.04% | Reduce -1.6% | 45,573 | $4.7M |
| Avidian Wealth Enterprises, LLC | 0.25% | Reduce -7.5% | 45,492 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +197.4% | 45,447 | $4.7M |
| Level Four Advisory Services, LLC | 0.25% | No change | 44,824 | $4.6M |
| Lutz Financial Services LLC | 0.40% | Reduce -1.0% | 44,940 | $4.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.14% | Reduce -2.2% | 44,808 | $4.6M |
| Integrated Wealth Concepts LLC | 0.07% | Add +20.8% | 44,416 | $4.6M |
| DT Investment Partners, LLC | 0.46% | No change | 43,940 | $4.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -50.6% | 43,722 | $4.5M |
| Northern Trust Corp. | 0.00% | Add +6.4% | 43,384 | $4.5M |
| Sowell Financial Services LLC | 0.21% | Reduce -8.5% | 43,233 | $4.4M |
| Sonata Capital Group Inc. | 2.02% | Add +7.2% | 43,138 | $4.4M |
| Parallel Advisors, LLC | 0.12% | Add +7.2% | 43,132 | $4.4M |
| UMB Bank, n.a. | 0.07% | Reduce -2.3% | 42,490 | $4.4M |
| Centerpoint Advisors, LLC | 1.61% | Reduce -3.0% | 41,907 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.0% | 41,476 | $4.3M |
| Sequent Planning LLC | 1.54% | — | 41,475 | $4.3M |
| First Citizens Financial Corp | 2.48% | Reduce -0.2% | 40,590 | $4.2M |
| LTG Capital LLC | 3.55% | Reduce -0.3% | 38,377 | $4.1M |
| First Merchants Corp. | 0.31% | Reduce -20.1% | 39,890 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -8.7% | 39,800 | $4.1M |
| First County Bank | 1.99% | Add +60.1% | 39,632 | $4.1M |
| Eley Financial Management, Inc | 1.73% | New | 39,032 | $4.0M |
| Clayton Financial Group LLC | 1.82% | Reduce -0.8% | 38,994 | $4.0M |
| Graves Light Lenhart Wealth, Inc. | 0.46% | Add +11.7% | 38,930 | $4.0M |
| EP Wealth Advisors, LLC | 0.05% | Add +1.3% | 37,955 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Add +14.5% | 37,922 | $3.9M |
| BKM Wealth Management, LLC | 1.67% | Add +3.5% | 37,696 | $3.9M |
| Texas Yale Capital Corp. | 0.17% | No change | 37,000 | $3.8M |
| Mutual Advisors, LLC | 0.12% | Reduce -2.2% | 36,728 | $3.8M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +29.2% | 36,087 | $3.7M |
| SOA Wealth Advisors, LLC. | 0.76% | Reduce -1.3% | 35,789 | $3.7M |
| IFP Advisors, Inc | 0.16% | Add +3.1% | 35,752 | $3.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.57% | Reduce -17.1% | 35,136 | $3.6M |
| Cresset Asset Management, LLC | 0.02% | Add +30.6% | 34,915 | $3.6M |
| Broadview Financial Management, LLC | 2.59% | Reduce -0.3% | 34,574 | $3.6M |
| Courier Capital LLC | 0.25% | Add +9.0% | 34,157 | $3.5M |
| McKinley Carter Wealth Services, Inc. | 0.23% | Reduce -4.0% | 33,477 | $3.4M |
| Ballentine Partners, LLC | 0.07% | No change | 33,334 | $3.4M |
| TrinityPoint Wealth, LLC | 0.56% | Add +1190.8% | 33,121 | $3.4M |
| First Hawaiian Bank | 0.11% | Reduce -16.1% | 33,072 | $3.4M |
| Sound Income Strategies, LLC | 0.24% | Reduce -12.9% | 31,757 | $3.3M |
| Advisory Services Network, LLC | 0.07% | Reduce -29.3% | 30,824 | $3.2M |
| World Investment Advisors | 0.45% | Reduce -76.0% | 30,577 | $3.1M |
| Liberty Capital Management, Inc. | 0.77% | Reduce -26.0% | 30,527 | $3.1M |
| Diversified Trust Co. | 0.09% | Add +6.3% | 29,712 | $3.1M |
| Abacus Planning Group, Inc. | 0.60% | Reduce -3.4% | 29,661 | $3.0M |
| Wealth Quarterback LLC | 1.70% | Reduce -67.0% | 29,650 | $3.0M |
| D. E. Shaw & Co. | 0.00% | New | 29,518 | $3.0M |
| Oarsman Capital, Inc. | 0.72% | Add +0.5% | 29,256 | $3.0M |
| Cardiff Park Advisors, LLC | 0.28% | Add +0.1% | 28,993 | $3.0M |
| Birch Hill Investment Advisors LLC | 0.14% | Add +117.2% | 28,696 | $2.9M |
| Wintrust Investments LLC | 0.26% | Add +4.0% | 28,623 | $2.9M |
| NDWM LLC | 2.67% | Add +115.2% | 28,551 | $2.9M |
| Tortoise Investment Management, LLC | 0.36% | Reduce -0.3% | 28,513 | $2.9M |
| One Wealth Advisors, LLC | 0.51% | Add +0.8% | 28,242 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.8% | 28,030 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.3% | 28,014 | $2.9M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -1.1% | 27,856 | $2.9M |
| Castlekeep Investment Advisors LLC | 2.04% | Reduce -6.0% | 27,537 | $2.8M |
| Flow Traders U.S. LLC | 0.15% | Add +61.0% | 27,397 | $2.8M |
| Allworth Financial LP | 0.02% | Reduce -1.6% | 27,024 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.5% | 26,561 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Reduce -0.8% | 26,263 | $2.7M |
| Oxler Private Wealth LLC | 1.06% | Reduce -2.1% | 26,236 | $2.7M |
| Becker Capital Management Inc. | 0.09% | No change | 25,611 | $2.6M |
| Rovin Capital /Ut/ | 1.08% | Add +89.9% | 25,534 | $2.6M |
| Financial Counselors Inc. | 0.04% | Add +2.2% | 25,203 | $2.6M |
| Glass Jacobson Investment Advisors llc | 0.96% | Add +3.4% | 24,930 | $2.6M |
| Financial Planning & Information Services, Inc. | 0.38% | Reduce -1.4% | 24,875 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +7.0% | 24,774 | $2.5M |
| Neumann Capital Management, LLC | 0.91% | No change | 24,750 | $2.5M |
| Farther Finance Advisors, LLC | 0.15% | Add +1.1% | 24,953 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +41.1% | 24,273 | $2.5M |
| PrairieView Partners, LLC | 0.29% | Reduce -0.2% | 24,233 | $2.5M |
| ARK & TLK Investments, LLC | 0.95% | Add +0.1% | 23,822 | $2.4M |
| Associated Banc-Corp | 0.08% | Add +6.6% | 23,537 | $2.4M |
| Milestone Asset Management, LLC | 0.69% | New | 23,481 | $2.4M |
| Operose Advisors LLC | 0.81% | Reduce -47.4% | 23,363 | $2.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.2% | 23,059 | $2.4M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -3.4% | 22,942 | $2.4M |
| Tiemann Investment Advisors, LLC | 1.05% | Reduce -1.4% | 22,904 | $2.4M |
| Equitable Holdings, Inc. | 0.03% | Add +7.6% | 22,744 | $2.3M |
| Kraft, Davis & Associates, LLC | 0.70% | Reduce -4.7% | 22,946 | $2.3M |
| Mainsail Financial Group, LLC | 1.60% | Add +1.4% | 22,588 | $2.3M |
| Soltis Investment Advisors LLC | 0.26% | Add +7.3% | 22,544 | $2.3M |
| Bfsg, LLC | 0.31% | Reduce -21.6% | 22,506 | $2.3M |
| LifeSteps Financial, Inc. | 1.73% | Reduce -0.6% | 22,324 | $2.3M |
| Triangle Securities Wealth Management | 0.64% | Add +0.1% | 21,914 | $2.3M |
| Ehrlich Financial Group | 1.84% | Add +229.4% | 21,279 | $2.2M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -4.8% | 20,893 | $2.1M |
| MSH Capital Advisors LLC | 0.75% | Add +7.9% | 20,786 | $2.1M |
| Summit Financial, LLC | 0.13% | Add +1.4% | 20,653 | $2.1M |
| Wesbanco Bank Inc. | 0.08% | Add +79.5% | 20,487 | $2.1M |
| Certified Advisory Corp | 0.29% | Reduce -0.1% | 19,985 | $2.1M |
| St. Louis Trust Co | 0.32% | Add +0.3% | 19,906 | $2.0M |
| GC Wealth Management RIA, LLC | 0.41% | New | 19,878 | $2.0M |
| Corepath Wealth Partners LLC | 2.26% | Reduce -53.5% | 20,894 | $2.0M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.50% | Add +4.1% | 19,533 | $2.0M |
| Agf Management Ltd. | 0.01% | Reduce -3.2% | 19,485 | $2.0M |
| Cambridge Capital Management, LLC | 1.56% | Reduce -0.7% | 19,413 | $2.0M |
| Nwam LLC | 0.16% | Reduce -12.3% | 19,790 | $2.0M |
| Bridges Investment Management Inc. | 0.06% | Reduce -5.5% | 18,944 | $1.9M |
| Country Club Bank | 0.14% | Reduce -0.7% | 18,939 | $1.9M |
| Ullmann Wealth Partners Group, LLC | 0.29% | Reduce -12.3% | 18,891 | $1.9M |
| Avior Wealth Management, LLC | 0.09% | Add +220.1% | 18,554 | $1.9M |
| CM Wealth Advisors LLC | 0.54% | Add +652.5% | 18,941 | $1.9M |
| IHT Wealth Management, LLC | 0.07% | Add +3.0% | 17,983 | $1.8M |
| Stillwater Capital Advisors, LLC | 0.27% | Reduce -1.9% | 17,781 | $1.8M |
| Norway Savings Bank | 0.76% | Reduce -7.4% | 17,651 | $1.8M |
| Parkside Financial Bank & Trust | 0.28% | Reduce -57.6% | 17,197 | $1.8M |
| Pacific Financial Group Inc. | 1.18% | Add +1.6% | 16,651 | $1.7M |
| Hanseatic Management Services Inc. | 2.59% | Reduce -4.3% | 16,606 | $1.7M |
| Taylor Financial Group, Inc. | 1.30% | Reduce -0.6% | 16,584 | $1.7M |
| King Wealth Management Group | 0.29% | Reduce -1.6% | 16,332 | $1.7M |
| Prospera Financial Services Inc | 0.05% | Reduce -2.4% | 16,310 | $1.7M |
| Cassady Schiller Wealth Management, LLC | 0.72% | Reduce -3.6% | 15,654 | $1.6M |
| Sapient Capital LLC | 0.04% | Add +62.8% | 15,573 | $1.6M |
| Park Place Capital Corp | 0.57% | Add +0.5% | 15,403 | $1.6M |
| Physician Wealth Advisors, Inc. | 0.33% | Reduce -2.3% | 16,566 | $1.6M |
| Heck Capital Advisors, LLC | 0.24% | Add +5.5% | 15,174 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.39% | Add +0.1% | 14,843 | $1.5M |
| Campion Asset Management | 1.17% | Reduce -2.2% | 14,721 | $1.5M |
| Morris Financial Concepts, Inc. | 0.77% | Reduce -11.5% | 14,631 | $1.5M |
| Financial Advocates Investment Management | 0.09% | Add +19.4% | 14,541 | $1.5M |
| Smith Anglin Financial, LLC | 0.15% | Reduce -18.6% | 14,470 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 14,391 | $1.5M |
| Unionview, LLC | 1.22% | Add +12.0% | 14,308 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,156 | $1.5M |
| Thomasville National Bank | 0.12% | Reduce -0.7% | 13,984 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.15% | Reduce -2.2% | 13,965 | $1.4M |
| GFS Advisors, LLC | 0.23% | Add +0.4% | 13,651 | $1.4M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -1.2% | 13,464 | $1.4M |
| Journey Advisory Group, LLC | 0.17% | Reduce -77.8% | 13,421 | $1.4M |
| Tiaa Trust, National Association | 0.00% | Reduce -1.0% | 13,405 | $1.4M |
| TD Private Client Wealth LLC | 0.04% | Reduce -4.9% | 13,259 | $1.4M |
| Tobias Financial Advisors, Inc. | 0.31% | No change | 13,248 | $1.4M |
| Atlas Private Wealth Management, LLC | 0.57% | Reduce -19.9% | 13,188 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 12,975 | $1.3M |
| Conning Inc. | 0.05% | No change | 12,926 | $1.3M |
| Zhang Financial LLC | 0.10% | Reduce -2.3% | 12,890 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -1.5% | 12,826 | $1.3M |
| American Investment Services, Inc. | 0.23% | Reduce -1.4% | 12,584 | $1.3M |
| Cwm, LLC | 0.01% | Add +8.2% | 12,438 | $1.3M |
| Prosperitas Financial LLC | 0.80% | Add +7.4% | 12,179 | $1.3M |
| Spire Wealth Management | 0.02% | Reduce -12.3% | 12,125 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.53% | Reduce -19.9% | 12,002 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +27.7% | 12,143 | $1.2M |
| FAS Wealth Partners, Inc. | 0.11% | Add +3.7% | 11,894 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -37.0% | 11,857 | $1.2M |
| CoreCap Advisors, LLC | 0.06% | Add +30.1% | 11,708 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -90.2% | 11,672 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -19.2% | 11,578 | $1.2M |
| Bragg Financial Advisors, Inc | 0.05% | Reduce -12.4% | 11,537 | $1.2M |
| Renasant Bank | 0.84% | No change | 11,469 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -83.6% | 12,910 | $1.2M |
| Dentgroup LLC | 0.96% | Add +0.0% | 11,259 | $1.2M |
| National Wealth Management Group, LLC | 0.90% | Add +2.8% | 11,235 | $1.2M |
| Regal Investment Advisors LLC | 0.08% | Reduce -85.0% | 11,188 | $1.1M |
| Capital Analysts, LLC | 0.05% | Add +2.5% | 11,144 | $1.1M |
| Versant Capital Management, Inc | 0.32% | No change | 11,037 | $1.1M |
| Acas, LLC | 1.09% | Reduce -0.8% | 10,919 | $1.1M |
| MCF Advisors LLC | 0.09% | Reduce -2.1% | 10,882 | $1.1M |
| PBMares Wealth Management LLC | 0.29% | Reduce -0.3% | 10,856 | $1.1M |
| Wealth Management Partners, LLC | 0.56% | Reduce -1.2% | 10,749 | $1.1M |
| Planning Alternatives Ltd. | 0.18% | Reduce -1.1% | 10,715 | $1.1M |
| Granite Bay Wealth Management, LLC | 0.62% | Reduce -88.6% | 10,625 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -22.6% | 10,620 | $1.1M |
| Lincoln National Corp. | 0.02% | Reduce -10.4% | 10,482 | $1.1M |
| 3Chopt Investment Partners, LLC | 0.44% | No change | 10,376 | $1.1M |
| Prio Wealth Limited Partnership | 0.03% | Add +10.6% | 10,360 | $1.1M |
| City Holding Co. | 0.16% | Add +1.0% | 10,305 | $1.1M |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 10,300 | $1.1M |
| Bangor Savings Bank | 0.11% | No change | 10,100 | $1.0M |
| Blair William & Co. | 0.00% | Add +4.7% | 10,085 | $1.0M |
| Independent Family Office, LLC | 0.56% | No change | 10,080 | $1.0M |
| American National Bank & Trust | 0.14% | No change | 10,000 | $1.0M |
| Cottage Street Advisors LLC | 0.62% | Reduce -3.8% | 9,964 | $1.0M |
| Argent Trust Co | 0.05% | No change | 9,925 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -8.3% | 9,732 | $1.0M |
| Roberts Financial Services LLC | 0.20% | Reduce -1.9% | 9,700 | $997K |
| Peregrine Asset Advisers, Inc. | 0.40% | Reduce -1.8% | 9,641 | $991K |
| Willow Creek Wealth Management Inc. | 0.12% | No change | 9,585 | $985K |
| FFT Wealth Management LLC | 0.08% | Add +0.4% | 9,416 | $968K |
| Ritter Daniher Financial Advisory LLC / DE | 0.32% | Add +0.0% | 9,394 | $965K |
| Marquette Associates, Inc. | 0.68% | Add +119.8% | 9,372 | $963K |
| Strategic Blueprint, LLC | 0.07% | Add +0.0% | 9,355 | $961K |
| Forum Private Client Group LLC | 0.45% | Reduce -2.4% | 9,084 | $933K |
| Rappaport Reiches Capital Management, LLC | 0.29% | New | 9,000 | $925K |
| Tompkins Financial Corp. | 0.10% | No change | 8,987 | $924K |
| Citadel Advisors | 0.00% | Add +77.3% | 8,976 | $922K |
| Christensen, King & Associates Investment Services, Inc. | 0.46% | Reduce -1.1% | 8,937 | $918K |
| Claro Advisors Inc. | 0.16% | Reduce -0.2% | 8,924 | $917K |
| VAUGHAN & Co SECURITIES, INC. | 0.57% | No change | 8,750 | $899K |
| Mandatum Life Insurance Co Ltd | 0.30% | No change | 8,712 | $895K |
| AdvisorNet Financial, Inc | 0.09% | Reduce -24.7% | 8,617 | $885K |
| Mather Group, Llc. | 0.01% | Add +0.8% | 8,580 | $884K |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -9.3% | 8,593 | $883K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -28.1% | 8,553 | $879K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -73.9% | 8,472 | $871K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.8% | 8,329 | $856K |
| Market Street Wealth Management Advisors LLC | 0.15% | Reduce -0.2% | 8,322 | $855K |
| Concentric Wealth Management, LLC | 0.23% | Add +0.0% | 8,306 | $854K |
| Squire Investment Management Company, LLC | 0.53% | Add +14.4% | 8,165 | $839K |
| Novak & Powell Financial Services, Inc. | 0.63% | Reduce -56.3% | 8,132 | $836K |
| Virtue Capital Management, LLC | 0.15% | Reduce -28.0% | 8,554 | $827K |
| WealthShield Partners, LLC | 0.13% | Reduce -9.0% | 7,986 | $821K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -4.9% | 7,981 | $820K |
| Quantitative Investment Management, LLC | 0.05% | New | 7,974 | $819K |
| D. Scott Neal, Inc. | 0.54% | No change | 7,966 | $819K |
| Intergy Private Wealth, LLC | 0.34% | Reduce -1.1% | 7,941 | $816K |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -27.2% | 7,911 | $813K |
| Columbia Bank | 0.33% | — | 7,910 | $813K |
| High Net Worth Advisory Group LLC | 0.26% | Reduce -1.3% | 7,900 | $812K |
| Stephens Inc. | 0.01% | Reduce -22.6% | 7,827 | $804K |
| Punch & Associates Investment Management, Inc. | 0.05% | Reduce -68.6% | 7,785 | $800K |
| Sprinkle Financial Consultants LLC | 0.68% | Add +0.2% | 7,728 | $794K |
| Private Trust Co. NA | 0.09% | Reduce -20.6% | 7,680 | $789K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -4.4% | 7,680 | $789K |
| Watts Gwilliam & Co., LLC | 0.24% | — | 7,717 | $788K |
| Vickerman Investment Advisors, Inc. | 0.25% | Reduce -0.7% | 7,613 | $782K |
| Hazlett, Burt & Watson, Inc. | 0.47% | Add +2.9% | 7,596 | $781K |
| Nikulski Financial, Inc. | 0.26% | Reduce -1.6% | 7,600 | $781K |
| Presilium Private Wealth, LLC | 0.21% | Reduce -1.1% | 7,575 | $778K |
| Cozad Asset Management Inc. | 0.08% | Reduce -5.9% | 7,539 | $775K |
| Financial Partners Group, Inc | 0.12% | Add +62.8% | 7,516 | $772K |
| Coastline Trust Co | 0.09% | Reduce -13.2% | 7,467 | $767K |
| Atlanta Consulting Group Advisors, LLC | 0.27% | — | 7,463 | $767K |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -73.3% | 7,371 | $757K |
| Sachem Hill LLC | 0.18% | No change | 7,333 | $754K |
| Apella Capital, LLC | 0.04% | Add +5.4% | 7,441 | $751K |
| Brown Advisory Inc. | 0.00% | Reduce -11.3% | 7,282 | $748K |
| Aft, Forsyth & Company, Inc. | 0.42% | Add +0.1% | 7,242 | $744K |
| Thompson Investment Management, Inc. | 0.11% | Add +9.4% | 7,216 | $741K |
| Moloney Securities Asset Management, LLC | 0.11% | Reduce -0.5% | 7,061 | $726K |
| JNBA Financial Advisors | 0.08% | Reduce -7.2% | 7,036 | $723K |
| Brighton Jones LLC | 0.03% | Add +1.5% | 6,957 | $715K |
| Quarry Hill Advisors, LLC | 0.52% | No change | 6,890 | $708K |
| Valley Forge Investment Consultants Inc. Adv | 0.28% | Reduce -23.0% | 6,867 | $706K |
| Index Fund Advisors, Inc. | 0.04% | Reduce -1.2% | 6,863 | $705K |
| Atlas Capital Advisors Inc. | 0.11% | No change | 6,756 | $694K |
| LJI Wealth Management, LLC | 0.18% | Add +0.0% | 6,755 | $694K |
| Independent Financial Group, LLC | 0.03% | Reduce -12.8% | 6,729 | $691K |
| Mystic Asset Management, Inc. | 0.29% | Add +6.3% | 6,725 | $691K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.4% | 6,688 | $687K |
| Fifth Third Securities, Inc. | 0.07% | Add +3.1% | 6,632 | $682K |
| Choreo, LLC | 0.02% | Reduce -24.9% | 6,604 | $679K |
| Center for Financial Planning, Inc. | 0.10% | No change | 6,572 | $675K |
| Valley Wealth Managers, Inc. | 0.05% | Add +11.0% | 6,568 | $675K |
| Bruce G. Allen Investments, LLC | 0.55% | Add +35.8% | 6,543 | $672K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +9.4% | 6,543 | $672K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.6% | 6,378 | $655K |
| Commerce Bank | 0.00% | Reduce -2.4% | 6,357 | $653K |
| First Horizon Advisors, Inc. | 0.02% | Add +37.9% | 6,349 | $652K |
| Heritage Wealth Advisors | 0.03% | No change | 6,270 | $644K |
| TAGStone Capital, Inc. | 0.38% | Add +0.3% | 6,254 | $643K |
| Citizens Financial Group Inc. | 0.02% | Reduce -4.3% | 6,212 | $638K |
| HighMark Wealth Management LLC | 0.40% | Reduce -32.0% | 6,211 | $638K |
| Ieq Capital, LLC | 0.01% | No change | 6,200 | $637K |
| TrinityBridge Ltd | 0.02% | No change | 6,201 | $637K |
| Northwest Wealth Management, LLC | 0.17% | Reduce -7.8% | 6,142 | $631K |
| JMG Financial Group, Ltd. | 0.02% | Add +20.1% | 6,050 | $622K |
| Johnson Investment Counsel Inc. | 0.01% | Add +2.5% | 6,043 | $621K |
| Patton Albertson Miller Group, LLC | 0.09% | No change | 5,990 | $616K |
| Beaird Harris Wealth Management, LLC | 0.06% | Add +0.0% | 5,982 | $615K |
| Financial Alternatives, Inc | 0.47% | No change | 5,970 | $613K |
| Newton One Investments LLC | 0.27% | Add +0.3% | 5,951 | $612K |
| Two Sigma Advisers, LP | 0.00% | Reduce -79.9% | 5,900 | $606K |
| Hubbell Strickland Wealth Management, LLC | 0.31% | Add +1.2% | 5,920 | $603K |
| Richwood Investment Advisors, LLC | 0.53% | Reduce -8.7% | 5,755 | $591K |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | Add +0.3% | 5,683 | $584K |
| D.A. Davidson & Co. | 0.01% | Reduce -9.2% | 5,646 | $580K |
| Elevation Wealth Partners, LLC | 0.29% | Add +1.1% | 5,641 | $580K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +24.6% | 5,608 | $576K |
| Anchor Investment Management, LLC | 0.06% | No change | 5,585 | $574K |
| Spectrum Wealth Counsel, LLC | 0.07% | No change | 5,521 | $567K |
| Meredith Wealth Planning | 0.32% | Reduce -1.7% | 5,520 | $567K |
| NorthRock Partners, LLC | 0.02% | Reduce -0.5% | 5,494 | $565K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -5.0% | 5,468 | $562K |
| Pure Financial Advisors, LLC | 0.02% | Add +6.7% | 5,406 | $556K |
| Panoramic Investment Advisors, LLC | 0.41% | Add +70.5% | 5,380 | $553K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +2.6% | 5,351 | $550K |
| Busey Bank | 0.02% | No change | 5,350 | $550K |
| TAP Consulting, LLC | 0.12% | Add +0.4% | 5,322 | $547K |
| Awm Capital, LLC | 0.09% | No change | 5,269 | $541K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.23% | Add +38.2% | 5,600 | $541K |
| Financial Strategies Group, Inc. | 0.15% | Reduce -0.2% | 5,352 | $540K |
| Creative Financial Designs Inc. | 0.05% | Reduce -28.8% | 5,225 | $537K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -34.2% | 5,193 | $534K |
| Leo Wealth, LLC | 0.05% | Reduce -1.1% | 5,160 | $530K |
| Principal Securities, Inc. | 0.02% | Reduce -97.5% | 5,158 | $530K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -0.3% | 5,139 | $528K |
| CGC Financial Services, LLC | 0.27% | Add +7.0% | 5,088 | $523K |
| Barrett & Company, Inc. | 0.25% | Add +0.1% | 5,081 | $522K |
| Sage Mountain Advisors LLC | 0.05% | No change | 5,053 | $519K |
| First Financial Bank - Trust Division | 0.05% | Add +4.2% | 5,025 | $516K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -17.9% | 5,091 | $514K |
| Retirement Planning Co of New England, Inc. | 0.28% | Add +1.0% | 4,973 | $511K |
| Clear Creek Financial Management, LLC | 0.07% | Add +12.9% | 4,964 | $510K |
| Rwa Wealth Partners, LLC | 0.01% | Add +2.2% | 4,900 | $503K |
| Key Financial Inc | 0.13% | No change | 4,892 | $503K |
| First Trust Advisors LP | 0.00% | Add +2.3% | 4,877 | $501K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -4.0% | 4,794 | $493K |
| Wedmont Private Capital | 0.04% | Add +0.1% | 4,860 | $491K |
| Breakwater Capital Group | 0.12% | Add +12.3% | 4,752 | $488K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 4,748 | $488K |
| Savvy Advisors, Inc. | 0.28% | Reduce -11.0% | 4,707 | $484K |
| Annapolis Financial Services, LLC | 0.16% | Reduce -6.3% | 4,686 | $482K |
| Private Wealth Strategies, L.L.C. | 0.10% | Add +0.4% | 4,678 | $481K |
| Valmark Advisers, Inc. | 0.01% | Add +9.5% | 4,642 | $477K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 4,630 | $476K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -16.0% | 4,648 | $475K |
| SOL Capital Management CO | 0.06% | No change | 4,605 | $473K |
| Boston Family Office LLC | 0.03% | Reduce -12.8% | 4,584 | $471K |
| Stonebridge Financial Planning Group, LLC | 0.25% | Reduce -1.1% | 4,557 | $468K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -1.2% | 4,504 | $463K |
| Shoker Investment Counsel, Inc. | 0.16% | Reduce -2.8% | 4,558 | $462K |
| NorthLanding Financial Partners, LLC | 0.50% | Reduce -1.0% | 4,474 | $460K |
| Raymond James Trust N.A. | 0.01% | Reduce -5.6% | 4,467 | $459K |
| Greenspring Advisors, LLC | 0.11% | No change | 4,450 | $457K |
| Sage Financial Group Inc. | 0.04% | Add +11.5% | 4,427 | $455K |
| Trail Ridge Investment Advisors, LLC | 0.26% | Reduce -1.1% | 4,404 | $453K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +3.1% | 4,300 | $442K |
| Snowden Capital Advisors LLC | 0.01% | New | 4,273 | $439K |
| McDaniel Terry & Co. | 0.04% | New | 4,261 | $438K |
| Colonial Trust Co / SC | 0.08% | No change | 4,200 | $432K |
| Quadrant Capital Group LLC | 0.03% | Add +78.7% | 4,163 | $428K |
| Fiducient Advisors LLC | 0.08% | Reduce -1.4% | 4,158 | $427K |
| Maple Capital Management, Inc. | 0.04% | Add +7.8% | 4,141 | $426K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +33.3% | 4,130 | $424K |
| Dana Investment Advisors, Inc. | 0.01% | Add +0.9% | 4,123 | $424K |
| Hilltop National Bank | 0.14% | — | 4,099 | $421K |
| Brown Brothers Harriman & Co. | 0.00% | Add +61.0% | 4,099 | $421K |
| Lane & Associates LLC | 0.26% | Add +0.3% | 4,090 | $420K |
| Wealth Dimensions Group, Ltd. | 0.12% | Reduce -6.2% | 4,082 | $419K |
| Pacific Sun Financial Corp | 0.24% | Reduce -1.0% | 4,078 | $419K |
| Arkadios Wealth Advisors | 0.03% | Add +8.4% | 4,043 | $415K |
| Financial Freedom, LLC | 0.24% | Add +0.2% | 4,005 | $412K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.7% | 3,998 | $411K |
| Sage Capital Management, LLC | 0.22% | Add +0.3% | 3,989 | $410K |
| Vista Capital Partners, Inc. | 0.05% | No change | 3,980 | $409K |
| KMG Fiduciary Partners, LLC | 0.04% | No change | 3,972 | $408K |
| SYM FINANCIAL Corp | 0.07% | No change | 3,968 | $408K |
| Valley National Advisers Inc. | 0.06% | No change | 3,962 | $407K |
| Betterment LLC | 0.00% | Reduce -7.5% | 3,948 | $406K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.0% | 3,933 | $404K |
| Global Retirement Partners, LLC | 0.01% | Reduce -31.1% | 3,919 | $403K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +91.0% | 3,905 | $401K |
| Cypress Financial Planning LLC | 0.18% | Add +9.7% | 3,867 | $397K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -7.8% | 3,863 | $397K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.2% | 3,856 | $396K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 3,842 | $395K |
| JSF Financial, LLC | 0.12% | Reduce -15.1% | 3,814 | $392K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | Add +2.7% | 3,806 | $391K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 3,802 | $391K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,732 | $384K |
| Realta Investment Advisors | 0.08% | Reduce -5.0% | 3,685 | $379K |
| 9258 Wealth Management, LLC | 0.06% | Reduce -6.8% | 3,673 | $377K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | No change | 3,629 | $373K |
| IFG Advisors, LLC | 0.10% | Add +16.8% | 3,584 | $368K |
| Montecito Bank & Trust | 0.07% | Reduce -0.7% | 3,575 | $367K |
| Mayport, LLC | 0.14% | Add +0.0% | 3,569 | $367K |
| Willner & Heller, LLC | 0.36% | Add +1.0% | 3,563 | $366K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +50.6% | 3,570 | $366K |
| Advisors Capital Management, LLC | 0.01% | Reduce -26.1% | 3,521 | $362K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -0.5% | 3,500 | $360K |
| Altiora Financial Group, LLC | 0.10% | No change | 3,466 | $356K |
| Modern Wealth Management, LLC | 0.03% | Reduce -11.6% | 3,423 | $352K |
| Jmac Enterprises LLC | 0.06% | No change | 3,399 | $349K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -94.5% | 3,357 | $345K |
| Whittier Trust Co. | 0.01% | No change | 3,339 | $343K |
| Lester Murray Antman dba SimplyRich | 0.11% | No change | 3,334 | $343K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -6.6% | 3,303 | $339K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -9.3% | 3,298 | $339K |
| Bensler, LLC | 0.05% | Add +0.0% | 3,289 | $338K |
| Venture Visionary Partners LLC | 0.02% | Reduce -3.6% | 3,278 | $337K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 3,276 | $337K |
| Quantinno Capital Management LP | 0.01% | No change | 3,223 | $331K |
| Moors & Cabot, Inc. | 0.02% | Reduce -1.6% | 3,184 | $327K |
| Richard P Slaughter Associates Inc | 0.08% | Reduce -3.0% | 3,180 | $327K |
| Clear Investment Research, LLC | 0.44% | Add +7.3% | 3,167 | $325K |
| Life Planning Partners, Inc | 0.32% | No change | 3,151 | $324K |
| Keystone Wealth Services, LLC | 0.10% | No change | 3,134 | $322K |
| NorthCoast Asset Management LLC | 0.00% | Add +21.5% | 3,108 | $319K |
| Cim, LLC | 0.05% | Reduce -2.7% | 3,096 | $318K |
| Summit Global Investments | 0.02% | No change | 3,085 | $317K |
| Compass Ion Advisors, LLC | 0.05% | Add +5.2% | 3,073 | $316K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -19.0% | 3,070 | $316K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -27.4% | 3,041 | $312K |
| Howe & Rusling Inc. | 0.03% | Reduce -1.4% | 3,021 | $310K |
| Essex Financial Services, Inc. | 0.03% | Reduce -7.2% | 3,014 | $310K |
| Mechanics Financial Corp | 0.16% | No change | 2,994 | $308K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -24.6% | 2,990 | $307K |
| Global Trust Asset Management, LLC | 0.13% | No change | 2,971 | $305K |
| Weil Company, Inc. | 0.12% | Add +0.0% | 2,959 | $304K |
| PCA Investment Advisory Services Inc. | 0.17% | Add +13.8% | 2,948 | $303K |
| TrueWealth Advisors, LLC | 0.12% | Reduce -15.4% | 2,933 | $301K |
| Morton Brown Family Wealth, LLC | 0.12% | Reduce -34.2% | 2,932 | $301K |
| Carolinas Wealth Consulting LLC | 0.06% | Add +595.7% | 2,922 | $300K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -9.1% | 2,915 | $300K |
| SouthState Bank Corp | 0.02% | No change | 2,895 | $297K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Add +12.9% | 2,866 | $295K |
| Keating Wealth Management LLC | 0.18% | No change | 2,857 | $294K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.3% | 2,839 | $292K |
| MV Capital Management, Inc. | 0.03% | No change | 2,824 | $290K |
| Confluence Wealth Services, Inc. | 0.03% | Add +0.0% | 2,809 | $289K |
| Fort Sheridan Advisors LLC | 0.05% | No change | 2,788 | $286K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -99.5% | 2,782 | $286K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -99.5% | 2,782 | $286K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,768 | $284K |
| Element Wealth, LLC | 0.17% | Add +0.3% | 2,745 | $282K |
| Avion Wealth | 0.07% | Reduce -36.6% | 2,714 | $279K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +11.8% | 2,710 | $278K |
| Mma Asset Management LLC | 0.13% | Add +7.8% | 2,784 | $278K |
| Smart Portfolios, LLC | 0.29% | Add +2.6% | 2,698 | $277K |
| American Financial Advisors, LLC | 0.04% | Reduce -2.9% | 2,693 | $277K |
| Marco Investment Management LLC | 0.03% | Add +16.9% | 2,680 | $275K |
| Means Investment Co., Inc. | 0.04% | Reduce -25.1% | 2,673 | $275K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +3.4% | 2,672 | $275K |
| Almanack Investment Partners, LLC. | 0.05% | New | 2,634 | $271K |
| Financial Perspectives, Inc | 0.10% | Add +0.1% | 2,628 | $270K |
| Peak Asset Management, LLC | 0.05% | No change | 2,620 | $269K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 2,585 | $266K |
| DAVENPORT & Co LLC | 0.00% | Reduce -12.4% | 2,582 | $265K |
| Sandy Spring Bank | 0.01% | No change | 2,550 | $262K |
| Sterling Wealth Management, Inc. | 0.13% | Add +0.3% | 2,547 | $262K |
| Inspirion Wealth Advisors, LLC | 0.04% | No change | 2,526 | $260K |
| Cosner Financial Group, LLC | 0.19% | Reduce -23.9% | 2,523 | $259K |
| Warner Financial, Inc. | 0.13% | New | 2,507 | $258K |
| Parcion Private Wealth LLC | 0.02% | No change | 2,509 | $258K |
| First Western Trust Bank | 0.01% | No change | 2,489 | $256K |
| Atlantic Edge Private Wealth Management, LLC | 0.09% | No change | 2,456 | $252K |
| MidAtlantic Capital Management, Inc. | 0.22% | Add +0.0% | 2,429 | $250K |
| Victory Financial Group, LLC | 0.15% | Reduce -7.0% | 2,421 | $249K |
| Sharp Wealth Advisory, LLC | 0.23% | No change | 2,400 | $247K |
| Deutsche Bank AG | 0.00% | Reduce -33.5% | 2,385 | $245K |
| Hoylecohen, LLC | 0.02% | No change | 2,360 | $243K |
| Cannon Financial Strategists, Inc. | 0.05% | No change | 2,359 | $242K |
| Prosperity Planning, Inc. | 0.12% | Reduce -4.3% | 2,321 | $239K |
| Capasso Planning Partners LLC | 0.10% | No change | 2,314 | $238K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +0.4% | 2,300 | $236K |
| Team Hewins, LLC | 0.09% | No change | 2,280 | $234K |
| Bromfield Sneider Wealth Advisors | 0.14% | No change | 2,271 | $233K |
| Integrated Investment Consultants, LLC | 0.06% | Add +1.8% | 2,263 | $233K |
| Evergreen Private Wealth LLC | 0.12% | Reduce -27.6% | 2,260 | $232K |
| Philip James Wealth Mangement, LLC | 0.16% | Add +7.5% | 2,253 | $232K |
| Nicolet Bankshares Inc. | 0.05% | No change | 2,253 | $232K |
| Heritage Investors Management Corp. | 0.01% | Reduce -2.4% | 2,250 | $231K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -85.6% | 2,240 | $230K |
| Foster & Motley Inc. | 0.02% | Reduce -1.5% | 2,242 | $230K |
| Keener Financial Planning LLC | 0.16% | Add +3.6% | 2,225 | $229K |
| GTS Securities LLC | 0.01% | New | 2,220 | $228K |
| Watershed Private Wealth LLC | 0.10% | Reduce -30.3% | 2,217 | $228K |
| Evoke Wealth, LLC | 0.01% | New | 2,163 | $222K |
| Gen-Wealth Partners Inc | 0.11% | — | 2,156 | $222K |
| Heritage Financial Services, LLC | 0.03% | New | 2,126 | $218K |
| Guidance Point Advisors, LLC | 0.07% | Reduce -0.2% | 2,098 | $216K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,100 | $216K |
| Petra Financial Advisors Inc. | 0.16% | Reduce -2.3% | 2,087 | $214K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -5.5% | 2,081 | $214K |
| Simplicity Wealth,LLC | 0.01% | New | 2,081 | $214K |
| Coldstream Capital Management Inc. | 0.01% | New | 2,073 | $213K |
| LCNB Corp. | 0.08% | No change | 2,050 | $211K |
| Imprint Wealth LLC | 0.05% | New | 2,073 | $210K |
| Painted Porch Advisors LLC | 0.13% | Add +1.4% | 2,028 | $208K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -1.0% | 2,019 | $207K |
| Jeppson Wealth Management, LLC | 0.08% | No change | 2,000 | $206K |
| Columbus Macro, LLC | 0.08% | Add +2.0% | 1,985 | $204K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.3% | 1,983 | $204K |
| Brandywine Oak Private Wealth LLC | 0.02% | Add +0.4% | 1,972 | $203K |
| Camelot Technology Advisors, Inc. | 0.19% | Reduce -25.0% | 1,966 | $202K |
| Mission Wealth Management, LP | 0.01% | Reduce -23.2% | 1,958 | $201K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | No change | 1,950 | $200K |
| Harbor Investment Advisory, LLC | 0.02% | Add +105.4% | 1,929 | $198K |
| Clearstead Advisors, LLC | 0.01% | Add +1.5% | 1,944 | $196K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 1,896 | $195K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.4% | 1,825 | $188K |
| Kiely Wealth Advisory Group, Inc. | 0.11% | No change | 1,906 | $187K |
| Dogwood Wealth Management LLC | 0.13% | Reduce -21.4% | 1,814 | $186K |
| Garde Capital, Inc. | 0.01% | Reduce -9.7% | 1,812 | $186K |
| AllSquare Wealth Management LLC | 0.11% | No change | 1,782 | $183K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 1,660 | $171K |
| Qube Research & Technologies Ltd | 0.00% | Add +6.9% | 1,625 | $167K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 1,624 | $167K |
| Fernwood Investment Management, LLC | 0.05% | New | 1,600 | $164K |
| Aptus Capital Advisors, LLC | 0.00% | Add +301.0% | 1,576 | $162K |
| Rise Advisors, LLC | 0.09% | Reduce -0.2% | 1,559 | $160K |
| IAG Wealth Partners, LLC | 0.03% | Add +230.6% | 1,468 | $151K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -32.0% | 1,425 | $146K |
| Mill Capital Management, LLC | 0.01% | No change | 1,400 | $144K |
| Harbour Investments, Inc. | 0.01% | Reduce -30.7% | 1,383 | $142K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,377 | $141K |
| Archer Investment Corp | 0.04% | Add +0.1% | 1,330 | $137K |
| Investment Research & Advisory Group, Inc. | 0.06% | No change | 1,294 | $133K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,271 | $131K |
| Macroview Investment Management LLC | 0.14% | Add +4.0% | 1,269 | $130K |
| LRI Investments, LLC | 0.03% | — | 1,260 | $129K |
| Hollencrest Capital Management | 0.01% | No change | 1,250 | $128K |
| Webster Bank, N. A. | 0.01% | Add +275.9% | 1,203 | $124K |
| HM Payson & Co. | 0.00% | No change | 1,198 | $123K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 1,096 | $113K |
| Blue Trust, Inc. | 0.00% | No change | 1,076 | $111K |
| Continuum Advisory, LLC | 0.02% | Reduce -80.3% | 1,088 | $110K |
| Cordant, Inc. | 0.06% | No change | 984 | $101K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 922 | $95K |
| Grove Bank & Trust | 0.02% | No change | 900 | $92K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -4.5% | 889 | $91K |
| Glen Eagle Advisors, LLC | 0.02% | Add +11.5% | 875 | $90K |
| Assetmark, Inc. | 0.00% | Reduce -53.3% | 834 | $86K |
| ICA Group Wealth Management, LLC | 0.02% | No change | 833 | $86K |
| Tidemark, LLC | 0.05% | No change | 820 | $84K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -93.3% | 810 | $83K |
| Orion Capital Management LLC | 0.04% | No change | 804 | $83K |
| Concord Wealth Partners | 0.01% | Add +39.3% | 791 | $81K |
| NBT Bank, N.A. | 0.01% | Reduce -24.8% | 777 | $80K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 755 | $78K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -9.8% | 745 | $77K |
| Private Ocean, LLC | 0.01% | No change | 699 | $72K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 694 | $71K |
| Smithfield Trust Co | 0.00% | No change | 668 | $69K |
| Country Trust Bank | 0.00% | No change | 659 | $68K |
| Oakworth Capital, Inc. | 0.00% | Add +55.0% | 609 | $63K |
| Colonial Trust Advisors | 0.01% | Reduce -6.8% | 608 | $62K |
| Transcendent Capital Group LLC | 0.03% | Add +1.6% | 575 | $59K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.2% | 553 | $57K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 550 | $57K |
| Woodmont Investment Counsel LLC | 0.00% | New | 531 | $55K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 526 | $54K |
| Creekmur Asset Management LLC | 0.02% | Reduce -31.7% | 512 | $53K |
| Horizons Wealth Management | 0.03% | No change | 490 | $51K |
| Granite Investment Partners, LLC | 0.00% | No change | 481 | $49K |
| Acima Private Wealth, LLC | 0.02% | No change | 465 | $48K |
| Simplex Trading, LLC | 0.00% | New | 466 | $47K |
| Rothschild Investment LLC | 0.00% | No change | 452 | $46K |
| Front Row Advisors LLC | 0.02% | No change | 450 | $46K |
| Insight Inv LLC | 0.04% | No change | 438 | $45K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 436 | $45K |
| Barclays PLC | 0.00% | No change | 430 | $44K |
| CENTRAL TRUST Co | 0.00% | No change | 425 | $44K |
| Frazier Financial Advisors, LLC | 0.04% | Add +0.5% | 423 | $43K |
| Castleview Partners, LLC | 0.02% | No change | 421 | $43K |
| Fairman Group, LLC | 0.04% | No change | 413 | $42K |
| Robinswood Financial LLC | 0.02% | Add +0.2% | 416 | $42K |
| WR Wealth Planners, LLC | 0.01% | New | 407 | $42K |
| Caldwell Trust Co | 0.00% | No change | 405 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 400 | $41K |
| Global Financial Private Client, LLC | 0.02% | No change | 402 | $41K |
| Lindbrook Capital, LLC | 0.00% | Reduce -55.8% | 394 | $40K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 400 | $40K |
| TruNorth Capital Management, LLC | 0.01% | — | 383 | $39K |
| Missouri Trust & Investment Co | 0.01% | No change | 375 | $39K |
| First PREMIER Bank | 0.01% | No change | 370 | $38K |
| BlackRock Inc. | 0.00% | No change | 365 | $38K |
| Atticus Wealth Management, LLC | 0.01% | Add +0.3% | 350 | $36K |
| National Bank of Canada | 0.00% | Add +2.9% | 354 | $36K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -60.5% | 332 | $34K |
| Salem Investment Counselors Inc. | 0.00% | No change | 324 | $33K |
| Northwest Investment Counselors, LLC | 0.01% | New | 320 | $33K |
| Independence Bank of Kentucky | 0.01% | No change | 318 | $33K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 317 | $33K |
| Fortis Group Advisors, LLC | 0.01% | Reduce -50.0% | 317 | $33K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 310 | $32K |
| Evermay Wealth Management LLC | 0.00% | No change | 304 | $31K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 300 | $31K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Reduce -6.4% | 294 | $30K |
| Stephens Consulting, LLC | 0.01% | Add +0.7% | 293 | $30K |
| NFSG Corp | 0.01% | Reduce -36.7% | 274 | $28K |
| Capital Investment Counsel, Inc | 0.00% | No change | 268 | $28K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 266 | $27K |
| Bank of New Hampshire | 0.01% | Add +19.1% | 262 | $27K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 250 | $26K |
| Palouse Capital Management, Inc. | 0.02% | New | 244 | $25K |
| MGB Wealth Management, LLC | 0.01% | No change | 237 | $24K |
| Ancora Advisors LLC | 0.00% | Add +371.4% | 231 | $24K |
| Centennial Bank | 0.01% | No change | 230 | $24K |
| Wetzel Investment Advisors, Inc. | 0.01% | New | 247 | $24K |
| Richardson Capital Management LLC | 0.02% | No change | 229 | $24K |
| Signaturefd, LLC | 0.00% | Reduce -42.3% | 225 | $23K |
| Richardson Financial Services Inc. | 0.02% | Reduce -76.6% | 224 | $23K |
| Tucker Asset Management LLC | 0.01% | New | 215 | $22K |
| Founders Financial Alliance, LLC | 0.01% | Add +7.1% | 210 | $22K |
| Pacifica Partners Inc. | 0.01% | New | 208 | $21K |
| Spotlight Asset Group, Inc. | 0.01% | No change | 200 | $21K |
| First United Bank & Trust | 0.01% | No change | 200 | $21K |
| Kelly Financial Services LLC | 0.01% | Reduce -97.6% | 190 | $20K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -12.0% | 190 | $20K |
| Pacific Center for Financial Services | 0.01% | No change | 187 | $19K |
| FSA Wealth Management LLC | 0.01% | No change | 181 | $19K |
| Red Tortoise LLC | 0.01% | New | 170 | $17K |
| Westside Investment Management, Inc. | 0.00% | Reduce -50.7% | 170 | $17K |
| Tyler-Stone Wealth Management | 0.01% | No change | 163 | $17K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 157 | $16K |
| Viewpoint Capital Management LLC | 0.01% | No change | 150 | $15K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -65.1% | 138 | $14K |
| Crewe Advisors LLC | 0.00% | New | 129 | $13K |
| Mascoma Wealth Management LLC | 0.00% | No change | 120 | $12K |
| Carmichael Hill & Associates, Inc. | 0.00% | Reduce -60.3% | 110 | $11K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 100 | $10K |
| M&R Capital Management Inc. | 0.00% | No change | 100 | $10K |
| Rice Partnership, LLC | 0.00% | No change | 100 | $10K |
| Nemes Rush Group LLC | 0.00% | New | 100 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 90 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -81.5% | 89 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -15.7% | 86 | $9K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -99.0% | 85 | $9K |
| Sittner & Nelson, LLC | 0.00% | No change | 81 | $8K |
| Palisade Asset Management, LLC | 0.00% | New | 80 | $8K |
| Beacon Capital Management, LLC | 0.00% | Reduce -18.8% | 78 | $8K |
| Arax Advisory Partners | 0.00% | No change | 65 | $7K |
| Ballast Advisors LLC | 0.00% | No change | 60 | $6K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 64 | $6K |
| Bogart Wealth, LLC | 0.00% | Reduce -59.4% | 52 | $5K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -10.3% | 52 | $5K |
| EPG Wealth Management LLC | 0.00% | No change | 50 | $5K |
| Johnson Financial Group, Inc. | 0.00% | No change | 48 | $5K |
| Wiser Advisor Group LLC | 0.01% | No change | 38 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 37 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 32 | $3K |
| Vima LLC | 0.00% | No change | 30 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 26 | $3K |
| Central Bank & Trust Co. | 0.00% | No change | 24 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.2% | 21 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 27 | $2K |
| Systematic Financial Management LP | 0.00% | New | 13 | $1K |
| Kozak & Associates, Inc. | 0.00% | Reduce -92.1% | 13 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -66.7% | 13 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | — | 12 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 5 | $1K |
| Northwest Capital Management Inc | 0.00% | No change | 6 | $617 |
| Russell Investments Group, Ltd. | 0.00% | No change | 6 | $605 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $237 |
"% of holder's portfolio" is IJS's weight in each manager's 13F, not the share of iShares S&P Small-Cap 600 Va the manager owns.