iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q2 2024 (June 30)737holders −20
39new positions
56sold out
4famous investors
$97.07avg. 13F price*
At the end of Q2 2024, 737 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, down 20 from Q1 2024. 39 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($337.6M), Bank of America Corp. ($335.8M) and FMR LLC ($283.1M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $15.8M |
| Exits | 56 | $44.0M |
All 13F filers, Q1 2024 → Q2 2024: 992,495 shares bought and 3,898,944 shares sold, net −2,906,449 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 737 holders
| Morgan Stanley | 0.03% | Reduce -12.5% | 3,470,949 | $337.6M |
| Bank of America Corp. | 0.03% | Reduce -12.2% | 3,451,739 | $335.8M |
| FMR LLC | 0.02% | Reduce -4.1% | 2,910,493 | $283.1M |
| M&T Bank Corp | 0.51% | Reduce -1.6% | 1,522,881 | $148.1M |
| Regions Financial Corp. | 1.08% | Add +1.4% | 1,459,978 | $142.0M |
| Wells Fargo & Company | 0.03% | Reduce -3.9% | 1,331,168 | $129.5M |
| UBS Group AG | 0.04% | Add +0.3% | 1,195,107 | $116.2M |
| Prime Capital Investment Advisors, LLC | 1.32% | Reduce -3.0% | 918,864 | $89.4M |
| Modera Wealth Management, LLC | 1.13% | Reduce -1.8% | 785,803 | $76.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.8% | 704,230 | $68.5M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.1% | 680,709 | $66.2M |
| LPL Financial LLC | 0.03% | Reduce -10.2% | 620,584 | $60.4M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -12.4% | 505,715 | $49.2M |
| Royal Bank of Canada | 0.01% | Reduce -4.8% | 439,362 | $42.7M |
| One Capital Management, LLC | 1.37% | Add +4.0% | 412,454 | $40.1M |
| Ameriprise Financial Inc. | 0.01% | Add +0.4% | 395,116 | $38.4M |
| Stifel Financial Corp. | 0.04% | Reduce -2.3% | 389,233 | $37.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -16.0% | 371,624 | $36.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.2% | 347,296 | $33.8M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.6% | 329,571 | $32.1M |
| Exencial Wealth Advisors, LLC | 1.19% | Reduce -7.0% | 323,450 | $31.5M |
| Baird Financial Group, Inc. | 0.07% | Reduce -0.1% | 322,279 | $31.3M |
| Bank of Montreal | 0.01% | Reduce -7.3% | 320,200 | $31.2M |
| GW Henssler & Associates Ltd. | 1.81% | Add +0.6% | 308,641 | $30.0M |
| Bailard, Inc. | 0.80% | Reduce -2.9% | 297,649 | $29.0M |
| Palisades Hudson Asset Management, L.P. | 13.09% | Add +0.6% | 292,845 | $28.5M |
| Raymond James & Associates | 0.02% | Add +2.0% | 267,896 | $26.1M |
| Jones Financial Companies LLLP | 0.03% | Add +2.7% | 245,939 | $23.9M |
| SPC Financial, Inc. | 2.18% | Add +0.9% | 241,634 | $23.5M |
| Savant Capital, LLC | 0.23% | Reduce -5.4% | 239,957 | $23.3M |
| Mariner, LLC | 0.05% | Reduce -0.9% | 239,103 | $23.3M |
| Probity Advisors, Inc. | 4.46% | Reduce -15.3% | 221,364 | $21.5M |
| Truist Financial Corp. | 0.03% | Reduce -17.5% | 217,078 | $21.1M |
| GHP Investment Advisors, Inc. | 1.02% | Reduce -1.5% | 210,355 | $20.5M |
| Heartwood Wealth Advisors LLC | 2.41% | Add +1.0% | 207,115 | $20.1M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -3.0% | 206,951 | $20.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.8% | 206,370 | $20.1M |
| Phillips Financial Management, LLC | 1.59% | Reduce -2.5% | 198,786 | $19.3M |
| Cerity Partners LLC | 0.05% | Reduce -2.7% | 195,613 | $19.0M |
| Lido Advisors, LLC | 0.15% | Add +3.9% | 185,980 | $18.1M |
| Waverly Advisors, LLC | 0.35% | Reduce -10.7% | 181,267 | $17.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -21.2% | 165,360 | $16.1M |
| MAI Capital Management | 0.16% | Reduce -2.5% | 163,103 | $15.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +2.7% | 162,501 | $15.8M |
| Moneta Group Investment Advisors LLC | 0.24% | Add +0.7% | 155,149 | $15.1M |
| Ellis Investment Partners, LLC | 3.18% | Reduce -2.9% | 154,612 | $15.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -3.9% | 143,246 | $13.9M |
| Creative Planning | 0.01% | Reduce -2.0% | 135,966 | $13.2M |
| Focus Partners Wealth | 0.04% | Add +118.3% | 128,944 | $12.5M |
| Keybank National Association | 0.05% | Reduce -1.5% | 125,906 | $12.2M |
| Comerica Bank | 0.05% | Reduce -10.7% | 120,827 | $11.8M |
| Etfidea, LLC | 3.97% | Add +0.7% | 120,708 | $11.7M |
| Mercer Global Advisors Inc. | 0.03% | Add +11.6% | 129,014 | $11.4M |
| Covenant Partners, LLC | 3.15% | No change | 106,505 | $10.4M |
| Cibc World Market Inc. | 0.03% | Reduce -2.6% | 104,625 | $10.2M |
| Captrust Financial Advisors | 0.03% | Reduce -9.9% | 103,607 | $10.1M |
| Wealth Architects, LLC | 1.23% | Reduce -0.2% | 103,556 | $10.1M |
| One Day In July LLC | 1.19% | Reduce -12.0% | 98,506 | $9.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -57.8% | 98,464 | $9.6M |
| US Bancorp \de | 0.01% | Reduce -1.8% | 97,557 | $9.5M |
| JFS Wealth Advisors, LLC | 0.73% | Reduce -3.2% | 95,749 | $9.3M |
| Asset Dedication, LLC | 0.64% | Reduce -0.6% | 95,520 | $9.3M |
| Compound Planning, Inc. | 0.68% | Add +69.3% | 94,080 | $9.2M |
| Glenmede Trust Co. NA | 0.04% | Reduce -1.2% | 90,061 | $8.8M |
| Asset Management Group, Inc. | 1.33% | Reduce -0.3% | 90,050 | $8.8M |
| RTD Financial Advisors, Inc. | 1.14% | Add +3.7% | 87,107 | $8.5M |
| Avantax Advisory Services, Inc. | 0.06% | Add +15.3% | 86,808 | $8.4M |
| Buckingham Strategic Wealth, LLC | 0.09% | Reduce -1.5% | 85,580 | $8.3M |
| Bokf, NA | 0.15% | Reduce -1.8% | 84,678 | $8.2M |
| Councilor Wealth, LLC | 4.22% | Reduce -8.3% | 84,116 | $8.2M |
| Home Federal Bank of Tennessee | 2.48% | Add +0.0% | 83,897 | $8.2M |
| Sterling Financial Planning, Inc. | 3.28% | Reduce -1.4% | 83,213 | $8.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +195.8% | 82,913 | $8.1M |
| Sax Wealth Advisors, LLC | 0.76% | Reduce -2.1% | 81,537 | $7.9M |
| Chicago Partners Investment Group LLC | 0.31% | Reduce -2.3% | 73,187 | $7.9M |
| Tower Research Capital LLC (TRC) | 0.13% | Add +381714.3% | 80,181 | $7.8M |
| Prudential Financial Inc. | 0.01% | Reduce -15.0% | 77,993 | $7.6M |
| Evanson Asset Management, LLC | 0.56% | Reduce -3.1% | 77,730 | $7.6M |
| Capital Advisors, Ltd. LLC | 0.97% | Reduce -0.9% | 76,722 | $7.5M |
| Fifth Third Bancorp | 0.03% | Add +1.4% | 76,504 | $7.4M |
| Wilmington Savings Fund Society, FSB | 0.28% | Reduce -3.6% | 76,158 | $7.4M |
| Lansing Street Advisors | 3.06% | Reduce -1.2% | 75,524 | $7.3M |
| Family Firm, Inc. | 1.62% | Add +140.7% | 173,765 | $7.3M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -3.8% | 74,256 | $7.2M |
| Cetera Investment Advisers | 0.02% | Reduce -19.7% | 73,517 | $7.2M |
| D. E. Shaw & Co. | 0.01% | Add +145.7% | 72,538 | $7.1M |
| Pinnacle Financial Partners Inc | 0.15% | Reduce -6.3% | 70,564 | $6.9M |
| Burns J W & Co. Inc. | 0.89% | Reduce -3.8% | 67,922 | $6.6M |
| Ifrah Financial Services, Inc. | 1.81% | Reduce -2.0% | 65,770 | $6.4M |
| NorthCrest Asset Manangement, LLC | 0.21% | Add +2.7% | 65,656 | $6.4M |
| Sepio Capital, LP | 0.59% | Reduce -13.4% | 65,614 | $6.4M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +4.0% | 65,332 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +7.1% | 64,047 | $6.2M |
| Corient Private Wealth LP | 0.01% | Reduce -14.2% | 61,877 | $6.0M |
| Vicus Capital | 0.54% | Add +1.6% | 61,682 | $6.0M |
| Ironwood Financial, llc | 1.33% | Reduce -1.7% | 60,904 | $5.9M |
| Nisa Investment Advisors, LLC | 0.04% | New | 58,700 | $5.7M |
| Cassaday & Co Wealth Management LLC | 0.18% | Add +3.1% | 58,481 | $5.7M |
| Salomon & Ludwin, LLC | 0.61% | Reduce -27.8% | 56,305 | $5.5M |
| NorthCoast Asset Management LLC | 0.05% | Add +1691.7% | 55,685 | $5.4M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -0.7% | 55,650 | $5.4M |
| Stokes Family Office, LLC | 0.63% | Reduce -1.1% | 55,493 | $5.4M |
| Northeast Financial Consultants Inc | 0.25% | Reduce -2.8% | 55,363 | $5.4M |
| Relative Value Partners Group, LLC | 0.69% | Reduce -51.4% | 54,892 | $5.3M |
| Lake Street Private Wealth, LLC | 0.69% | Add +3.9% | 54,892 | $5.3M |
| Cresset Asset Management, LLC | 0.02% | Add +54.9% | 54,066 | $5.3M |
| Occidental Asset Management, LLC | 0.92% | Add +11.0% | 53,948 | $5.2M |
| Rodgers & Associates, LTD | 0.66% | Reduce -1.1% | 52,881 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.6% | 52,587 | $5.1M |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 52,304 | $5.1M |
| Sigma Planning Corp | 0.16% | Reduce -7.5% | 51,925 | $5.1M |
| Cambridge Financial Group, LLC | 2.29% | Add +0.2% | 51,583 | $5.0M |
| Accretive Wealth Partners, LLC | 2.08% | Add +0.3% | 51,119 | $5.0M |
| Integrated Wealth Concepts LLC | 0.07% | Add +12.8% | 50,077 | $4.9M |
| Azimuth Capital Investment Management LLC | 0.20% | Add +933.6% | 49,552 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +8.8% | 49,462 | $4.8M |
| 1834 Investment Advisors Co. | 0.58% | Reduce -1.8% | 49,438 | $4.8M |
| Blue Edge Capital, LLC | 0.79% | Reduce -1.4% | 49,115 | $4.8M |
| MML Investors Services, LLC | 0.02% | Reduce -26.9% | 47,959 | $4.7M |
| Larson Financial Group LLC | 0.31% | Reduce -1.5% | 47,157 | $4.6M |
| Peapack Gladstone Financial Corp. | 0.07% | Add +29.2% | 46,624 | $4.5M |
| Evensky & Katz LLC | 0.31% | Reduce -9.0% | 46,343 | $4.5M |
| Quent Capital, LLC | 0.49% | Reduce -0.3% | 45,860 | $4.5M |
| First County Bank | 2.29% | Add +15.7% | 45,843 | $4.5M |
| Pittenger & Anderson Inc. | 0.18% | No change | 45,700 | $4.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.13% | Add +1.9% | 45,659 | $4.4M |
| Sonata Capital Group Inc. | 2.26% | Add +4.9% | 45,241 | $4.4M |
| Advisory Services Network, LLC | 0.09% | Add +46.5% | 45,164 | $4.4M |
| Level Four Advisory Services, LLC | 0.20% | Add +0.7% | 45,144 | $4.4M |
| Greenleaf Trust | 0.04% | Reduce -1.1% | 45,065 | $4.4M |
| Lutz Financial Services LLC | 0.38% | Reduce -1.3% | 44,365 | $4.3M |
| Crescent Grove Advisors, LLC | 0.47% | Reduce -5.0% | 44,144 | $4.3M |
| DT Investment Partners, LLC | 0.38% | No change | 43,940 | $4.3M |
| Sequent Planning LLC | 1.46% | Add +6.8% | 44,276 | $4.3M |
| Avidian Wealth Enterprises, LLC | 0.21% | Reduce -3.8% | 43,781 | $4.3M |
| Sowell Financial Services LLC | 0.20% | Add +0.5% | 43,429 | $4.2M |
| Parallel Advisors, LLC | 0.11% | Reduce -0.1% | 43,085 | $4.2M |
| Jane Street Group, LLC | 0.00% | Reduce -26.9% | 42,585 | $4.1M |
| Courier Capital LLC | 0.32% | Add +22.0% | 41,686 | $4.1M |
| Centerpoint Advisors, LLC | 1.46% | Reduce -0.9% | 41,509 | $4.0M |
| LTG Capital LLC | 3.64% | Add +7.6% | 41,300 | $4.0M |
| Clayton Financial Group LLC | 1.73% | No change | 38,994 | $4.0M |
| TrinityPoint Wealth, LLC | 0.61% | Add +21.3% | 40,173 | $3.9M |
| First Citizens Financial Corp | 2.31% | Reduce -1.3% | 40,083 | $3.9M |
| BKM Wealth Management, LLC | 1.86% | Add +5.7% | 39,839 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Add +4.5% | 39,638 | $3.9M |
| Graves Light Lenhart Wealth, Inc. | 0.44% | Add +2.2% | 39,792 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -4.6% | 41,712 | $3.8M |
| First Merchants Corp. | 0.15% | Reduce -2.6% | 38,837 | $3.8M |
| Northern Trust Corp. | 0.00% | Reduce -11.3% | 38,483 | $3.7M |
| Rovin Capital /Ut/ | 1.55% | Add +49.4% | 38,159 | $3.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.54% | Add +7.0% | 37,587 | $3.7M |
| Texas Yale Capital Corp. | 0.17% | No change | 37,000 | $3.6M |
| Eley Financial Management, Inc | 1.50% | Reduce -6.9% | 36,327 | $3.5M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -6.7% | 35,407 | $3.4M |
| Foundry Financial Group, Inc. | 2.36% | Reduce -32.8% | 35,200 | $3.4M |
| UMB Bank, n.a. | 0.06% | Reduce -18.8% | 34,521 | $3.4M |
| Access Investment Management LLC | 1.09% | Reduce -53.1% | 34,375 | $3.3M |
| First Heartland Consultants, Inc. | 0.33% | Reduce -63.3% | 34,245 | $3.3M |
| SOA Wealth Advisors, LLC. | 0.66% | Reduce -5.4% | 33,850 | $3.3M |
| Broadview Financial Management, LLC | 2.39% | Reduce -2.5% | 33,712 | $3.3M |
| Birch Hill Investment Advisors LLC | 0.15% | Add +10.9% | 31,811 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Reduce -7.0% | 31,152 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -25.5% | 30,903 | $3.0M |
| Liberty Capital Management, Inc. | 0.70% | No change | 30,527 | $3.0M |
| Abacus Planning Group, Inc. | 0.56% | Reduce -0.2% | 29,614 | $2.9M |
| NDWM LLC | 2.46% | Add +0.0% | 28,553 | $2.8M |
| One Wealth Advisors, LLC | 0.59% | Reduce -3.4% | 27,279 | $2.8M |
| Wintrust Investments LLC | 0.22% | Reduce -1.6% | 28,173 | $2.7M |
| Allworth Financial LP | 0.02% | Reduce -3.0% | 26,207 | $2.7M |
| Wealth Quarterback LLC | 1.55% | Reduce -5.3% | 28,064 | $2.7M |
| Tortoise Investment Management, LLC | 0.31% | Reduce -2.5% | 27,813 | $2.7M |
| Cardiff Park Advisors, LLC | 0.26% | Reduce -4.1% | 27,807 | $2.7M |
| Oarsman Capital, Inc. | 0.59% | Reduce -6.1% | 27,470 | $2.7M |
| Mainsail Financial Group, LLC | 1.57% | Add +21.4% | 27,425 | $2.7M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.9% | 27,340 | $2.7M |
| Ballentine Partners, LLC | 0.05% | Reduce -19.7% | 26,758 | $2.6M |
| Financial Counselors Inc. | 0.04% | Add +4.8% | 26,412 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.14% | No change | 26,263 | $2.6M |
| Oxler Private Wealth LLC | 0.94% | Reduce -0.8% | 26,024 | $2.5M |
| Becker Capital Management Inc. | 0.09% | No change | 25,611 | $2.5M |
| Neumann Capital Management, LLC | 0.85% | Add +2.8% | 25,450 | $2.5M |
| Kraft, Davis & Associates, LLC | 0.74% | Reduce -1.4% | 22,624 | $2.4M |
| Associated Banc-Corp | 0.08% | Add +6.2% | 24,987 | $2.4M |
| Farther Finance Advisors, LLC | 0.12% | Add +1.1% | 25,217 | $2.4M |
| Financial Planning & Information Services, Inc. | 0.37% | Reduce -1.1% | 24,605 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.0% | 24,367 | $2.4M |
| Glass Jacobson Investment Advisors llc | 0.86% | Reduce -2.3% | 24,366 | $2.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -8.5% | 24,293 | $2.4M |
| PrairieView Partners, LLC | 0.26% | Reduce -0.2% | 24,186 | $2.4M |
| Bridges Investment Management Inc. | 0.04% | Add +26.6% | 23,974 | $2.3M |
| ARK & TLK Investments, LLC | 0.87% | No change | 23,822 | $2.3M |
| First Hawaiian Bank | 0.08% | Reduce -28.5% | 23,655 | $2.3M |
| Soltis Investment Advisors LLC | 0.24% | Add +4.8% | 23,621 | $2.3M |
| Tiemann Investment Advisors, LLC | 1.01% | Add +2.1% | 23,393 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +1.3% | 23,362 | $2.3M |
| Castlekeep Investment Advisors LLC | 1.72% | Reduce -16.7% | 22,940 | $2.2M |
| Quadcap Wealth Management, LLC | 0.40% | Add +593.1% | 22,893 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +0.1% | 22,766 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -8.7% | 22,152 | $2.2M |
| Triangle Securities Wealth Management | 0.60% | Add +0.1% | 21,930 | $2.1M |
| Wesbanco Bank Inc. | 0.08% | Add +3.7% | 21,245 | $2.1M |
| MSH Capital Advisors LLC | 0.69% | Add +1.7% | 21,141 | $2.1M |
| IFP Advisors, Inc | 0.08% | Reduce -42.1% | 20,702 | $2.0M |
| Goelzer Investment Management, Inc. | 0.11% | Reduce -2.1% | 20,460 | $2.0M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.48% | Add +3.6% | 20,239 | $2.0M |
| Summit Financial, LLC | 0.09% | Reduce -2.4% | 20,166 | $2.0M |
| St. Louis Trust Co | 0.30% | Add +0.5% | 20,005 | $1.9M |
| Corepath Wealth Partners LLC | 2.01% | Reduce -5.3% | 19,776 | $1.9M |
| Sapient Capital LLC | 0.04% | Add +24.8% | 19,428 | $1.9M |
| Novak & Powell Financial Services, Inc. | 1.14% | Add +132.7% | 18,926 | $1.8M |
| LifeSteps Financial, Inc. | 1.51% | Reduce -15.6% | 18,837 | $1.8M |
| Avior Wealth Management, LLC | 0.08% | Reduce -0.1% | 18,539 | $1.8M |
| Physician Wealth Advisors, Inc. | 0.33% | Add +0.7% | 16,687 | $1.8M |
| Country Club Bank | 0.12% | Reduce -3.4% | 18,303 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | — | 18,106 | $1.8M |
| Agf Management Ltd. | 0.01% | Reduce -8.9% | 17,750 | $1.7M |
| Taylor Financial Group, Inc. | 1.32% | Add +6.2% | 17,607 | $1.7M |
| Stillwater Capital Advisors, LLC | 0.24% | Reduce -1.0% | 17,601 | $1.7M |
| Financial Advocates Investment Management | 0.10% | Add +17.4% | 17,077 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -33.3% | 16,537 | $1.6M |
| Cambridge Capital Management, LLC | 1.18% | Reduce -15.4% | 16,424 | $1.6M |
| IHT Wealth Management, LLC | 0.06% | Reduce -11.2% | 15,966 | $1.6M |
| GC Wealth Management RIA, LLC | 0.30% | Reduce -20.4% | 15,815 | $1.5M |
| King Wealth Management Group | 0.26% | Reduce -3.3% | 15,798 | $1.5M |
| Cassady Schiller Wealth Management, LLC | 0.61% | Reduce -0.7% | 15,545 | $1.5M |
| Pacific Financial Group Inc. | 1.07% | Reduce -7.0% | 15,491 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -61.6% | 15,300 | $1.5M |
| Ullmann Wealth Partners Group, LLC | 0.21% | Reduce -19.5% | 15,214 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +17.6% | 15,185 | $1.5M |
| Tiaa Trust, National Association | 0.00% | Add +12.0% | 15,008 | $1.5M |
| Cranbrook Wealth Management, LLC | 0.36% | Add +0.6% | 14,938 | $1.5M |
| Cwm, LLC | 0.01% | Add +18.8% | 14,773 | $1.4M |
| Parkside Financial Bank & Trust | 0.22% | Reduce -14.7% | 14,675 | $1.4M |
| Unionview, LLC | 1.14% | Reduce -0.1% | 14,298 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,156 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.14% | Add +0.2% | 13,992 | $1.4M |
| Smith Anglin Financial, LLC | 0.14% | Reduce -4.5% | 13,818 | $1.3M |
| GFS Advisors, LLC | 0.21% | Reduce -87.7% | 1,674 | $1.3M |
| Thomasville National Bank | 0.11% | Reduce -2.1% | 13,689 | $1.3M |
| Park Place Capital Corp | 0.42% | Reduce -12.1% | 13,542 | $1.3M |
| Morris Financial Concepts, Inc. | 0.63% | Reduce -8.0% | 13,465 | $1.3M |
| Simon Quick Advisors, LLC | 0.09% | No change | 13,464 | $1.3M |
| Campion Asset Management | 1.02% | Reduce -9.1% | 13,381 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Add +0.3% | 13,301 | $1.3M |
| Citadel Advisors | 0.00% | Add +47.9% | 13,279 | $1.3M |
| Tobias Financial Advisors, Inc. | 0.28% | Add +0.1% | 13,259 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.2% | 13,209 | $1.3M |
| Operose Advisors LLC | 0.45% | Reduce -44.0% | 13,078 | $1.3M |
| 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 | 0.09% | Add +0.1% | 12,903 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -0.4% | 12,776 | $1.2M |
| Choreo, LLC | 0.02% | Add +92.4% | 12,707 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Reduce -24.6% | 12,297 | $1.2M |
| American Investment Services, Inc. | 0.21% | Reduce -2.3% | 12,290 | $1.2M |
| Prosperitas Financial LLC | 0.72% | Reduce -0.4% | 12,134 | $1.2M |
| Citigroup Inc. | 0.00% | Add +0.9% | 11,961 | $1.2M |
| FAS Wealth Partners, Inc. | 0.10% | Add +0.3% | 11,935 | $1.2M |
| MCF Advisors LLC | 0.09% | Add +9.6% | 11,928 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.49% | Reduce -0.8% | 11,901 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.3% | 11,989 | $1.2M |
| Bragg Financial Advisors, Inc | 0.05% | Add +2.8% | 11,857 | $1.2M |
| Acas, LLC | 0.97% | Reduce -6.0% | 10,267 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -20.9% | 11,386 | $1.1M |
| Capital Analysts, LLC | 0.05% | Add +0.7% | 11,226 | $1.1M |
| Tompkins Financial Corp. | 0.11% | Add +24.3% | 11,166 | $1.1M |
| Renasant Bank | 0.75% | Reduce -2.8% | 11,148 | $1.1M |
| Versant Capital Management, Inc | 0.27% | No change | 11,037 | $1.1M |
| Dentgroup LLC | 0.86% | Reduce -2.2% | 11,016 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -52.7% | 10,848 | $1.1M |
| Planning Alternatives Ltd. | 0.17% | No change | 10,715 | $1.0M |
| Blair William & Co. | 0.00% | Add +5.3% | 10,624 | $1.0M |
| Mather Group, Llc. | 0.01% | Add +17.1% | 10,051 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.1% | 10,604 | $1.0M |
| City Holding Co. | 0.15% | Add +1.9% | 10,505 | $1.0M |
| 3Chopt Investment Partners, LLC | 0.31% | No change | 10,376 | $1.0M |
| Prio Wealth Limited Partnership | 0.03% | No change | 10,360 | $1.0M |
| PBMares Wealth Management LLC | 0.25% | Reduce -4.7% | 10,347 | $1.0M |
| Wealth Management Partners, LLC | 0.49% | Reduce -4.1% | 10,310 | $1.0M |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 10,300 | $1.0M |
| Independent Family Office, LLC | 0.56% | No change | 10,080 | $980K |
| Mutual Advisors, LLC | 0.03% | Reduce -75.2% | 9,097 | $977K |
| Bfsg, LLC | 0.12% | Reduce -55.5% | 10,022 | $975K |
| American National Bank & Trust | 0.12% | No change | 10,000 | $973K |
| Roberts Financial Services LLC | 0.19% | Add +2.7% | 9,962 | $969K |
| Argent Trust Co | 0.04% | No change | 9,925 | $965K |
| Bangor Savings Bank | 0.10% | Reduce -2.5% | 9,850 | $958K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -17.0% | 9,606 | $934K |
| Peregrine Asset Advisers, Inc. | 0.37% | Reduce -0.4% | 9,600 | $934K |
| Spire Wealth Management | 0.03% | Reduce -21.1% | 9,562 | $930K |
| Willow Creek Wealth Management Inc. | 0.11% | Reduce -0.4% | 9,547 | $929K |
| Ritter Daniher Financial Advisory LLC / DE | 0.29% | Add +1.1% | 9,500 | $924K |
| Strategic Blueprint, LLC | 0.06% | Add +0.7% | 9,421 | $916K |
| Marquette Associates, Inc. | 0.69% | Add +0.5% | 9,418 | $916K |
| Claro Advisors Inc. | 0.14% | Add +2.7% | 9,161 | $891K |
| Christensen, King & Associates Investment Services, Inc. | 0.44% | Add +2.2% | 9,134 | $888K |
| Regal Investment Advisors LLC | 0.06% | Reduce -20.6% | 8,887 | $864K |
| HRT Financial LP | 0.00% | New | 8,773 | $853K |
| VAUGHAN & Co SECURITIES, INC. | 0.54% | No change | 8,750 | $851K |
| Mandatum Life Insurance Co Ltd | 0.28% | No change | 8,712 | $847K |
| Patriot Investment Management Group, Inc. | 0.07% | No change | 8,593 | $836K |
| Brown Brothers Harriman & Co. | 0.01% | Add +109.0% | 8,567 | $833K |
| Heck Capital Advisors, LLC | 0.10% | Reduce -43.7% | 8,539 | $831K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.7% | 8,497 | $827K |
| Intergy Private Wealth, LLC | 0.33% | Add +4.9% | 8,328 | $810K |
| Concentric Wealth Management, LLC | 0.21% | Add +0.0% | 8,309 | $808K |
| Forum Private Client Group LLC | 0.38% | Reduce -8.8% | 8,287 | $806K |
| Cahill Financial Advisors Inc. | 0.11% | Add +4.3% | 8,247 | $802K |
| Wealthspire Advisors, LLC | 0.01% | Add +1.8% | 8,127 | $791K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -16.7% | 8,110 | $789K |
| Stephens Inc. | 0.01% | Add +2.3% | 8,005 | $779K |
| Market Street Wealth Management Advisors LLC | 0.13% | Reduce -4.3% | 7,967 | $775K |
| D. Scott Neal, Inc. | 0.43% | No change | 7,966 | $775K |
| High Net Worth Advisory Group LLC | 0.23% | No change | 7,900 | $768K |
| Columbia Bank | 0.30% | Reduce -0.3% | 7,887 | $767K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.30% | Add +24.9% | 6,997 | $758K |
| Sprinkle Financial Consultants LLC | 0.59% | Add +0.3% | 7,751 | $754K |
| WealthShield Partners, LLC | 0.11% | Reduce -3.2% | 7,730 | $752K |
| Main Street Financial Solutions, LLC | 0.07% | No change | 7,680 | $747K |
| Hazlett, Burt & Watson, Inc. | 0.38% | Add +0.7% | 7,649 | $744K |
| Vickerman Investment Advisors, Inc. | 0.24% | No change | 7,613 | $741K |
| Thompson Investment Management, Inc. | 0.11% | Add +4.6% | 7,550 | $734K |
| Presilium Private Wealth, LLC | 0.19% | Reduce -0.4% | 7,546 | $734K |
| Nikulski Financial, Inc. | 0.23% | Reduce -1.3% | 7,500 | $730K |
| Sachem Hill LLC | 0.16% | Add +1.7% | 7,455 | $725K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.2% | 7,398 | $720K |
| Journey Advisory Group, LLC | 0.09% | Reduce -45.0% | 7,380 | $718K |
| Financial Partners Group, Inc | 0.11% | Reduce -2.1% | 7,359 | $716K |
| Apella Capital, LLC | 0.03% | No change | 7,441 | $714K |
| Renaissance Technologies | 0.00% | New | 7,300 | $710K |
| Aft, Forsyth & Company, Inc. | 0.35% | Add +0.2% | 7,254 | $706K |
| SageView Advisory Group, LLC | 0.04% | New | 7,233 | $704K |
| Brown Advisory Inc. | 0.00% | Reduce -2.6% | 7,091 | $690K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +0.3% | 7,080 | $689K |
| Granite Bay Wealth Management, LLC | 0.37% | Reduce -33.8% | 7,035 | $684K |
| Daymark Wealth Partners, LLC | 0.03% | New | 6,951 | $676K |
| Brighton Jones LLC | 0.02% | Reduce -0.7% | 6,906 | $672K |
| Quarry Hill Advisors, LLC | 0.45% | No change | 6,890 | $670K |
| Valley Forge Investment Consultants Inc. Adv | 0.25% | No change | 6,867 | $668K |
| Citizens Financial Group Inc. | 0.01% | Add +10.0% | 6,834 | $665K |
| JNBA Financial Advisors | 0.07% | Reduce -3.4% | 6,796 | $661K |
| LJI Wealth Management, LLC | 0.15% | Add +0.0% | 6,757 | $657K |
| Atlas Capital Advisors Inc. | 0.09% | No change | 6,756 | $657K |
| SkyOak Wealth, LLC | 0.15% | New | 6,718 | $653K |
| Mystic Asset Management, Inc. | 0.26% | Reduce -0.3% | 6,705 | $652K |
| Squire Investment Management Company, LLC | 0.37% | Reduce -18.2% | 6,681 | $650K |
| Two Sigma Securities, LLC | 0.03% | New | 6,636 | $645K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.6% | 6,583 | $640K |
| Center for Financial Planning, Inc. | 0.09% | No change | 6,572 | $639K |
| Bruce G. Allen Investments, LLC | 0.54% | Add +0.4% | 6,571 | $639K |
| Essex Financial Services, Inc. | 0.05% | Add +104.0% | 6,148 | $624K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -2.8% | 6,383 | $621K |
| SigFig Wealth Management, LLC | 0.02% | Add +90.1% | 6,382 | $621K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -4.1% | 6,362 | $619K |
| Commerce Bank | 0.00% | No change | 6,357 | $618K |
| Independent Financial Group, LLC | 0.02% | Reduce -6.2% | 6,310 | $614K |
| Principal Securities, Inc. | 0.02% | Add +22.2% | 6,301 | $613K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -25.7% | 6,295 | $612K |
| TAGStone Capital, Inc. | 0.35% | Add +0.5% | 6,285 | $611K |
| Heritage Wealth Advisors | 0.03% | No change | 6,270 | $610K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.3% | 6,232 | $606K |
| TrinityBridge Ltd | 0.02% | No change | 6,201 | $603K |
| Clearstead Advisors, LLC | 0.01% | Add +217.5% | 6,173 | $600K |
| Northwest Wealth Management, LLC | 0.15% | Reduce -0.9% | 6,087 | $592K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -0.1% | 6,047 | $588K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 6,043 | $588K |
| Cozad Asset Management Inc. | 0.06% | Reduce -19.9% | 6,042 | $588K |
| Busey Bank | 0.02% | Add +12.8% | 6,037 | $587K |
| HighMark Wealth Management LLC | 0.35% | Reduce -3.3% | 6,005 | $584K |
| Patton Albertson Miller Group, LLC | 0.08% | No change | 5,990 | $583K |
| Newton One Investments LLC | 0.25% | Add +0.5% | 5,980 | $582K |
| Financial Alternatives, Inc | 0.44% | No change | 5,970 | $581K |
| Hubbell Strickland Wealth Management, LLC | 0.29% | Reduce -0.6% | 5,883 | $572K |
| Vestia Personal Wealth Advisors | 0.61% | — | 5,871 | $571K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +4.5% | 5,863 | $570K |
| Flow Traders U.S. LLC | 0.03% | Reduce -78.6% | 5,856 | $570K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.8% | 5,833 | $567K |
| Beaird Harris Wealth Management, LLC | 0.05% | Reduce -3.4% | 5,780 | $562K |
| Richwood Investment Advisors, LLC | 0.49% | Reduce -0.4% | 5,733 | $558K |
| Sand Hill Global Advisors, LLC | 0.03% | New | 5,670 | $552K |
| Elevation Wealth Partners, LLC | 0.26% | Add +0.4% | 5,666 | $551K |
| D.A. Davidson & Co. | 0.00% | Add +0.0% | 5,647 | $549K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +2.6% | 5,609 | $546K |
| Meredith Wealth Planning | 0.28% | Add +0.9% | 5,572 | $542K |
| NorthRock Partners, LLC | 0.02% | Add +0.9% | 5,541 | $539K |
| Spectrum Wealth Counsel, LLC | 0.07% | No change | 5,521 | $537K |
| Ameritas Advisory Services, LLC | 0.02% | Add +7.9% | 5,495 | $534K |
| Clear Creek Financial Management, LLC | 0.06% | Add +10.5% | 5,486 | $534K |
| Cypress Financial Planning LLC | 0.22% | Add +38.1% | 5,341 | $520K |
| TAP Consulting, LLC | 0.11% | Add +0.1% | 5,326 | $518K |
| Kendall Capital Management | 0.17% | New | 5,277 | $513K |
| Awm Capital, LLC | 0.08% | No change | 5,269 | $513K |
| Creative Financial Designs Inc. | 0.05% | Add +0.4% | 5,245 | $510K |
| Leo Wealth, LLC | 0.05% | Add +0.3% | 5,178 | $504K |
| World Investment Advisors | 0.03% | Reduce -83.3% | 5,120 | $498K |
| Cottage Street Advisors LLC | 0.29% | Reduce -48.7% | 5,114 | $497K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -4.5% | 5,110 | $497K |
| Barrett & Company, Inc. | 0.22% | Add +0.2% | 5,089 | $495K |
| Wedmont Private Capital | 0.03% | Add +0.1% | 4,866 | $494K |
| Sage Mountain Advisors LLC | 0.05% | No change | 5,053 | $491K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -7.0% | 5,027 | $489K |
| First Trust Advisors LP | 0.00% | Add +2.3% | 4,988 | $485K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -21.6% | 4,978 | $484K |
| Retirement Planning Co of New England, Inc. | 0.26% | Reduce -0.4% | 4,953 | $482K |
| Punch & Associates Investment Management, Inc. | 0.03% | Reduce -36.4% | 4,948 | $481K |
| Financial Strategies Group, Inc. | 0.12% | Reduce -6.5% | 5,007 | $480K |
| Key Financial Inc | 0.11% | No change | 4,892 | $476K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.2% | 4,891 | $476K |
| First Financial Bank - Trust Division | 0.05% | Reduce -4.0% | 4,825 | $469K |
| Ieq Capital, LLC | 0.01% | Reduce -22.6% | 4,800 | $467K |
| Breakwater Capital Group | 0.11% | Add +0.3% | 4,768 | $464K |
| Snowden Capital Advisors LLC | 0.01% | Add +10.8% | 4,733 | $460K |
| Private Wealth Strategies, L.L.C. | 0.09% | Add +0.5% | 4,700 | $457K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Reduce -17.6% | 4,681 | $455K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.3% | 4,662 | $453K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 4,630 | $450K |
| SOL Capital Management CO | 0.05% | No change | 4,605 | $448K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -46.6% | 4,604 | $448K |
| Oppenheimer & Co. Inc. | 0.01% | Add +62.0% | 4,598 | $447K |
| Annapolis Financial Services, LLC | 0.14% | Reduce -2.6% | 4,562 | $444K |
| Savvy Advisors, Inc. | 0.14% | Reduce -3.2% | 4,555 | $443K |
| Shoker Investment Counsel, Inc. | 0.16% | Reduce -0.3% | 4,545 | $442K |
| Raymond James Trust N.A. | 0.01% | No change | 4,467 | $435K |
| NorthLanding Financial Partners, LLC | 0.46% | Reduce -0.4% | 4,458 | $434K |
| Hilltop National Bank | 0.14% | Add +8.4% | 4,444 | $432K |
| Sage Financial Group Inc. | 0.04% | No change | 4,427 | $431K |
| Trail Ridge Investment Advisors, LLC | 0.22% | Reduce -0.3% | 4,392 | $427K |
| &partners | 0.02% | New | 4,346 | $423K |
| Valmark Advisers, Inc. | 0.01% | Reduce -8.1% | 4,264 | $415K |
| Betterment LLC | 0.00% | Add +7.9% | 4,259 | $414K |
| Arkadios Wealth Advisors | 0.03% | Add +4.9% | 4,240 | $412K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -5.9% | 4,237 | $412K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.02% | New | 4,237 | $412K |
| Dana Investment Advisors, Inc. | 0.01% | Add +2.4% | 4,223 | $411K |
| Fiducient Advisors LLC | 0.06% | Add +0.8% | 4,193 | $408K |
| Anchor Investment Management, LLC | 0.04% | Reduce -25.3% | 4,170 | $406K |
| Quadrant Capital Group LLC | 0.03% | No change | 4,163 | $405K |
| Maple Capital Management, Inc. | 0.03% | No change | 4,141 | $403K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 4,130 | $402K |
| Gotham Asset Management | 0.01% | New | 4,108 | $400K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -40.1% | 4,108 | $400K |
| Lane & Associates LLC | 0.24% | Add +0.4% | 4,108 | $400K |
| Colonial Trust Co / SC | 0.07% | Reduce -3.8% | 4,042 | $393K |
| Financial Freedom, LLC | 0.22% | Add +0.3% | 4,016 | $391K |
| Sage Capital Management, LLC | 0.20% | Add +0.3% | 4,003 | $389K |
| Stonebridge Financial Planning Group, LLC | 0.19% | Reduce -12.5% | 3,987 | $388K |
| Vista Capital Partners, Inc. | 0.05% | No change | 3,980 | $387K |
| KMG Fiduciary Partners, LLC | 0.04% | No change | 3,972 | $386K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 3,968 | $386K |
| SYM FINANCIAL Corp | 0.06% | No change | 3,968 | $386K |
| GTS Securities LLC | 0.01% | Add +78.7% | 3,968 | $386K |
| Valley National Advisers Inc. | 0.06% | No change | 3,962 | $385K |
| Wedbush Securities Inc. | 0.01% | Add +0.4% | 3,948 | $384K |
| McGlone Suttner Wealth Management, Inc. | 0.08% | Reduce -2.6% | 3,706 | $382K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 3,842 | $374K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 3,802 | $370K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -1.6% | 3,796 | $369K |
| JSF Financial, LLC | 0.11% | Reduce -0.9% | 3,778 | $368K |
| Pacific Sun Financial Corp | 0.22% | Reduce -7.4% | 3,778 | $367K |
| Global Retirement Partners, LLC | 0.01% | Reduce -3.6% | 3,778 | $367K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -3.7% | 3,761 | $366K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,732 | $363K |
| Advisors Capital Management, LLC | 0.01% | Add +5.7% | 3,720 | $362K |
| Realta Investment Advisors | 0.07% | Add +0.5% | 3,703 | $360K |
| Wealth Dimensions Group, Ltd. | 0.10% | Reduce -9.5% | 3,693 | $359K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -50.0% | 3,685 | $358K |
| 9258 Wealth Management, LLC | 0.05% | Reduce -0.4% | 3,658 | $356K |
| IFG Advisors, LLC | 0.08% | Add +1.7% | 3,646 | $355K |
| Bessemer Group Inc. | 0.00% | Reduce -99.3% | 3,591 | $350K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -16.8% | 3,577 | $348K |
| Mayport, LLC | 0.12% | Add +0.1% | 3,571 | $347K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +2.0% | 3,570 | $347K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 3,570 | $347K |
| Dakota Wealth Management | 0.01% | Reduce -25.6% | 3,535 | $344K |
| Modern Wealth Management, LLC | 0.03% | Add +2.3% | 3,501 | $341K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +14.9% | 3,493 | $340K |
| Quadrant Private Wealth Management, LLC | 0.08% | New | 3,480 | $339K |
| Altiora Financial Group, LLC | 0.08% | No change | 3,466 | $337K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -10.9% | 3,443 | $335K |
| Jmac Enterprises LLC | 0.06% | No change | 3,399 | $331K |
| Whittier Trust Co. | 0.00% | No change | 3,339 | $325K |
| Montecito Bank & Trust | 0.07% | Reduce -7.0% | 3,325 | $323K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +7.7% | 3,305 | $321K |
| Bensler, LLC | 0.04% | Add +0.1% | 3,292 | $320K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +0.0% | 3,277 | $319K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -0.8% | 3,272 | $318K |
| Boston Family Office LLC | 0.02% | Reduce -28.6% | 3,272 | $318K |
| Richard P Slaughter Associates Inc | 0.07% | Add +2.3% | 3,253 | $316K |
| Compass Ion Advisors, LLC | 0.05% | No change | 3,073 | $316K |
| Sound Income Strategies, LLC | 0.02% | Reduce -89.8% | 3,238 | $315K |
| Milestone Asset Management, LLC | 0.08% | Reduce -86.3% | 3,223 | $314K |
| Quantinno Capital Management LP | 0.01% | No change | 3,223 | $314K |
| National Wealth Management Group, LLC | 0.24% | Reduce -71.6% | 3,188 | $310K |
| Willner & Heller, LLC | 0.30% | Reduce -10.6% | 3,186 | $310K |
| Moors & Cabot, Inc. | 0.02% | Reduce -0.2% | 3,177 | $309K |
| Life Planning Partners, Inc | 0.28% | Reduce -0.3% | 3,141 | $306K |
| Cim, LLC | 0.05% | Reduce -5.5% | 2,926 | $305K |
| Keystone Wealth Services, LLC | 0.09% | No change | 3,134 | $305K |
| Lester Murray Antman dba SimplyRich | 0.10% | Reduce -7.0% | 3,102 | $301K |
| Summit Global Investments | 0.02% | No change | 3,085 | $300K |
| Midland Wealth Advisors, LLC | 0.02% | New | 3,057 | $297K |
| Howe & Rusling Inc. | 0.03% | Reduce -0.1% | 3,017 | $293K |
| Blue Bell Private Wealth Management, LLC | 0.06% | No change | 2,990 | $291K |
| Global Trust Asset Management, LLC | 0.12% | No change | 2,971 | $289K |
| Weil Company, Inc. | 0.11% | Add +0.1% | 2,961 | $288K |
| Morton Brown Family Wealth, LLC | 0.11% | Reduce -7.4% | 2,716 | $285K |
| TrueWealth Advisors, LLC | 0.11% | No change | 2,933 | $285K |
| Carolinas Wealth Consulting LLC | 0.05% | No change | 2,922 | $284K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,915 | $284K |
| SouthState Bank Corp | 0.02% | No change | 2,895 | $282K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 2,866 | $279K |
| Townsquare Capital LLC | 0.00% | New | 2,845 | $277K |
| MV Capital Management, Inc. | 0.03% | No change | 2,824 | $275K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.1% | 2,811 | $273K |
| Smart Portfolios, LLC | 0.27% | Add +3.7% | 2,798 | $272K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,788 | $271K |
| Mma Asset Management LLC | 0.13% | Add +0.0% | 2,785 | $271K |
| Avion Wealth | 0.07% | Add +2.2% | 2,774 | $269K |
| Element Wealth, LLC | 0.15% | Add +0.5% | 2,759 | $268K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 2,712 | $264K |
| American Financial Advisors, LLC | 0.04% | Add +0.3% | 2,702 | $263K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 2,672 | $260K |
| Mullaney, Keating & Wright, Inc. | 0.20% | — | 2,667 | $259K |
| Foster & Motley Inc. | 0.02% | Add +18.9% | 2,666 | $259K |
| Financial Perspectives, Inc | 0.10% | Add +0.6% | 2,644 | $257K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 2,628 | $256K |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.4% | 2,622 | $255K |
| Means Investment Co., Inc. | 0.03% | Reduce -3.0% | 2,593 | $252K |
| Private Trust Co. NA | 0.03% | Reduce -66.4% | 2,580 | $251K |
| Mechanics Financial Corp | 0.13% | Reduce -14.0% | 2,576 | $251K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.8% | 2,562 | $249K |
| Sterling Wealth Management, Inc. | 0.12% | Add +0.4% | 2,557 | $249K |
| Venture Visionary Partners LLC | 0.01% | Reduce -22.9% | 2,528 | $246K |
| Inspirion Wealth Advisors, LLC | 0.04% | No change | 2,526 | $246K |
| Warner Financial, Inc. | 0.12% | Add +0.5% | 2,520 | $245K |
| CM Wealth Advisors LLC | 0.12% | Reduce -86.7% | 2,517 | $245K |
| Parcion Private Wealth LLC | 0.02% | No change | 2,509 | $244K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +525.0% | 2,500 | $243K |
| First Western Trust Bank | 0.01% | No change | 2,489 | $242K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 2,470 | $240K |
| Greenspring Advisors, LLC | 0.06% | Reduce -44.5% | 2,469 | $240K |
| CGC Financial Services, LLC | 0.10% | Reduce -51.5% | 2,465 | $240K |
| Atlantic Edge Private Wealth Management, LLC | 0.08% | No change | 2,456 | $239K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -52.8% | 2,453 | $239K |
| Capasso Planning Partners LLC | 0.08% | Add +5.4% | 2,438 | $237K |
| MidAtlantic Capital Management, Inc. | 0.20% | Add +0.0% | 2,430 | $236K |
| Greenup Street Wealth Management LLC | 0.06% | New | 2,427 | $236K |
| Sharp Wealth Advisory, LLC | 0.20% | No change | 2,400 | $233K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 2,263 | $233K |
| Marion Wealth Management | 0.07% | New | 2,373 | $231K |
| Hoylecohen, LLC | 0.02% | No change | 2,360 | $230K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 2,359 | $229K |
| Destiny Capital Corp | 0.16% | New | 2,356 | $229K |
| Victory Financial Group, LLC | 0.11% | Reduce -3.1% | 2,345 | $228K |
| Prosperity Planning, Inc. | 0.08% | No change | 2,321 | $226K |
| Hardin Capital Partners, LLC | 0.15% | — | 2,303 | $224K |
| Sandy Spring Bank | 0.01% | Reduce -9.8% | 2,300 | $224K |
| Marco Investment Management LLC | 0.02% | Reduce -14.5% | 2,292 | $223K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -18.0% | 2,280 | $222K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -18.0% | 2,280 | $222K |
| Team Hewins, LLC | 0.09% | No change | 2,280 | $222K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,250 | $219K |
| Cosner Financial Group, LLC | 0.15% | Reduce -11.1% | 2,243 | $218K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +0.1% | 2,243 | $218K |
| Philip James Wealth Mangement, LLC | 0.14% | Reduce -0.8% | 2,235 | $217K |
| Keener Financial Planning LLC | 0.14% | No change | 2,225 | $216K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -14.1% | 2,220 | $216K |
| Peak Asset Management, LLC | 0.04% | Reduce -16.0% | 2,200 | $214K |
| Focus Financial Network, Inc. | 0.01% | New | 1,995 | $213K |
| Gen-Wealth Partners Inc | 0.10% | No change | 2,156 | $210K |
| Sharper & Granite LLC | 0.10% | New | 2,150 | $209K |
| Heritage Financial Services, LLC | 0.03% | No change | 2,126 | $207K |
| Watershed Private Wealth LLC | 0.09% | Reduce -4.4% | 2,120 | $206K |
| Guidance Point Advisors, LLC | 0.07% | Add +0.7% | 2,113 | $206K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,100 | $204K |
| Petra Financial Advisors Inc. | 0.15% | No change | 2,087 | $203K |
| Perigon Wealth Management, LLC | 0.01% | New | 2,083 | $203K |
| Painted Porch Advisors LLC | 0.11% | No change | 2,028 | $197K |
| Ashton Thomas Securities, LLC | 0.05% | — | 2,031 | $195K |
| Kiely Wealth Advisory Group, Inc. | 0.11% | No change | 1,906 | $193K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | No change | 1,950 | $190K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,929 | $188K |
| Arcadia Investment Advisors LLC | 0.10% | Reduce -1.7% | 1,863 | $181K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.5% | 1,834 | $178K |
| Garde Capital, Inc. | 0.01% | No change | 1,812 | $176K |
| AllSquare Wealth Management LLC | 0.10% | No change | 1,782 | $173K |
| ORG Partners LLC | 0.02% | New | 1,774 | $171K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,660 | $161K |
| Rise Advisors, LLC | 0.08% | Add +0.5% | 1,567 | $152K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.8% | 1,532 | $149K |
| Westside Investment Management, Inc. | 0.03% | Add +794.7% | 1,521 | $148K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -8.0% | 1,494 | $145K |
| Halpern Financial, Inc. | 0.04% | New | 1,422 | $138K |
| Mill Capital Management, LLC | 0.01% | No change | 1,400 | $136K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 1,386 | $135K |
| Archer Investment Corp | 0.04% | No change | 1,330 | $129K |
| Dogwood Wealth Management LLC | 0.08% | Reduce -27.0% | 1,325 | $129K |
| Macroview Investment Management LLC | 0.14% | Add +3.4% | 1,312 | $128K |
| Investment Research & Advisory Group, Inc. | 0.06% | No change | 1,294 | $126K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,271 | $124K |
| LRI Investments, LLC | 0.01% | No change | 1,260 | $123K |
| Hollencrest Capital Management | 0.01% | No change | 1,250 | $122K |
| Evergreen Private Wealth LLC | 0.06% | Reduce -45.8% | 1,224 | $119K |
| Webster Bank, N. A. | 0.01% | No change | 1,203 | $117K |
| HM Payson & Co. | 0.00% | No change | 1,198 | $117K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -13.9% | 1,185 | $115K |
| Blue Trust, Inc. | 0.00% | No change | 1,076 | $111K |
| Coppell Advisory Solutions LLC | 0.02% | — | 1,112 | $108K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 1,096 | $107K |
| Arlington Trust Co LLC | 0.03% | New | 1,090 | $106K |
| Continuum Advisory, LLC | 0.02% | No change | 1,088 | $106K |
| Cordant, Inc. | 0.05% | No change | 984 | $96K |
| Deutsche Bank AG | 0.00% | Reduce -60.0% | 955 | $93K |
| Oakworth Capital, Inc. | 0.01% | Add +55.2% | 945 | $92K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 922 | $90K |
| Grove Bank & Trust | 0.01% | No change | 900 | $88K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 875 | $85K |
| Salem Investment Counselors Inc. | 0.00% | Add +166.1% | 862 | $84K |
| Tidemark, LLC | 0.04% | No change | 820 | $80K |
| Geneos Wealth Management Inc. | 0.00% | No change | 810 | $79K |
| Orion Capital Management LLC | 0.04% | No change | 804 | $78K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 755 | $73K |
| International Assets Investment Management, LLC | 0.01% | New | 733 | $71K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -50.3% | 729 | $71K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -5.6% | 703 | $68K |
| NBT Bank, N.A. | 0.00% | Reduce -9.9% | 700 | $68K |
| Creekmur Asset Management LLC | 0.02% | Add +36.7% | 700 | $68K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 694 | $68K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -25.1% | 666 | $65K |
| Country Trust Bank | 0.00% | No change | 659 | $64K |
| Smithfield Trust Co | 0.00% | No change | 668 | $64K |
| Rothschild Investment LLC | 0.00% | Add +42.5% | 644 | $63K |
| TD Waterhouse Canada Inc. | 0.00% | Add +60.0% | 640 | $62K |
| Private Ocean, LLC | 0.01% | Reduce -10.3% | 627 | $61K |
| Kings Path Partners LLC | 0.03% | — | 608 | $59K |
| Colonial Trust Advisors | 0.01% | No change | 608 | $59K |
| Transcendent Capital Group LLC | 0.03% | Add +0.7% | 579 | $56K |
| Concord Wealth Partners | 0.01% | Reduce -27.6% | 573 | $56K |
| Powell Investment Advisors, LLC | 0.03% | New | 568 | $55K |
| Montag A & Associates Inc. | 0.00% | New | 567 | $55K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.2% | 554 | $54K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 550 | $53K |
| SIMA Wealth Partners, LLC | 0.05% | — | 540 | $53K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 526 | $51K |
| Financial Connections Group, Inc. | 0.02% | New | 497 | $48K |
| Granite Investment Partners, LLC | 0.00% | No change | 481 | $47K |
| Acima Private Wealth, LLC | 0.02% | No change | 465 | $45K |
| Addison Advisors LLC | 0.01% | New | 451 | $44K |
| Front Row Advisors LLC | 0.02% | No change | 450 | $44K |
| Insight Inv LLC | 0.04% | No change | 438 | $43K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 436 | $42K |
| Barclays PLC | 0.00% | No change | 430 | $42K |
| TruNorth Capital Management, LLC | 0.01% | Add +11.8% | 428 | $42K |
| CENTRAL TRUST Co | 0.00% | No change | 425 | $41K |
| Castleview Partners, LLC | 0.02% | No change | 421 | $41K |
| Robinswood Financial LLC | 0.02% | Add +0.5% | 418 | $41K |
| Fairman Group, LLC | 0.04% | Reduce -2.2% | 404 | $39K |
| Global Financial Private Client, LLC | 0.02% | No change | 402 | $39K |
| Lindbrook Capital, LLC | 0.00% | No change | 394 | $38K |
| First PREMIER Bank | 0.01% | No change | 370 | $36K |
| BlackRock Inc. | 0.00% | Add +0.3% | 366 | $36K |
| Atticus Wealth Management, LLC | 0.01% | Add +0.6% | 352 | $34K |
| National Bank of Canada | 0.00% | No change | 354 | $34K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Add +16.0% | 341 | $33K |
| SJS Investment Consulting Inc. | 0.01% | No change | 332 | $32K |
| Tradewinds Capital Management, LLC | 0.01% | New | 331 | $32K |
| Independence Bank of Kentucky | 0.01% | No change | 318 | $31K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 317 | $31K |
| Fortis Group Advisors, LLC | 0.01% | No change | 317 | $31K |
| GAMMA Investing LLC | 0.00% | New | 317 | $31K |
| Evermay Wealth Management LLC | 0.00% | Add +4.0% | 316 | $31K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 310 | $30K |
| Caldwell Trust Co | 0.00% | Reduce -24.7% | 305 | $30K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 304 | $30K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 300 | $29K |
| Missouri Trust & Investment Co | 0.01% | Reduce -20.0% | 300 | $29K |
| Stephens Consulting, LLC | 0.01% | Add +0.3% | 294 | $29K |
| Capital Investment Counsel, Inc | 0.00% | No change | 268 | $26K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 266 | $26K |
| Bank of New Hampshire | 0.01% | No change | 262 | $25K |
| MGB Wealth Management, LLC | 0.01% | No change | 237 | $24K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 250 | $24K |
| Ancora Advisors LLC | 0.00% | No change | 231 | $22K |
| Centennial Bank | 0.01% | No change | 230 | $22K |
| Ridgewood Investments LLC | 0.01% | New | 230 | $22K |
| Signaturefd, LLC | 0.00% | No change | 225 | $22K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $22K |
| Richardson Capital Management LLC | 0.02% | Reduce -7.0% | 213 | $21K |
| Founders Financial Alliance, LLC | 0.01% | No change | 210 | $20K |
| Spotlight Asset Group, Inc. | 0.01% | No change | 200 | $19K |
| First United Bank & Trust | 0.01% | No change | 200 | $19K |
| WR Wealth Planners, LLC | 0.01% | Reduce -54.5% | 185 | $18K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -8.4% | 174 | $17K |
| Kelly Financial Services LLC | 0.01% | Reduce -10.0% | 171 | $17K |
| Red Tortoise LLC | 0.01% | No change | 170 | $17K |
| Tyler-Stone Wealth Management | 0.01% | No change | 163 | $16K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +0.6% | 158 | $15K |
| Headlands Technologies LLC | 0.00% | New | 156 | $15K |
| Viewpoint Capital Management LLC | 0.01% | No change | 150 | $15K |
| Opal Wealth Advisors, LLC | 0.00% | New | 134 | $13K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.7% | 139 | $13K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +47.2% | 131 | $13K |
| Crewe Advisors LLC | 0.00% | No change | 129 | $13K |
| Beacon Capital Management, LLC | 0.00% | Add +55.1% | 121 | $12K |
| Mascoma Wealth Management LLC | 0.00% | No change | 120 | $12K |
| Flputnam Investment Management Co. | 0.00% | New | 119 | $12K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 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 |
| MTM Investment Management, LLC | 0.00% | No change | 90 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 86 | $8K |
| Sittner & Nelson, LLC | 0.00% | No change | 81 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -90.4% | 80 | $8K |
| Arax Advisory Partners | 0.00% | No change | 65 | $6K |
| Ballast Advisors LLC | 0.00% | No change | 60 | $6K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -30.6% | 59 | $6K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -93.6% | 53 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 52 | $5K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 52 | $5K |
| Johnson Financial Group, Inc. | 0.00% | No change | 48 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 37 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 32 | $3K |
| Tucker Asset Management LLC | 0.00% | Reduce -85.1% | 32 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 26 | $3K |
| Central Bank & Trust Co. | 0.00% | No change | 24 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 27 | $2K |
| Hobbs Group Advisors, LLC | 0.00% | — | 17 | $2K |
| FSC Wealth Advisors, LLC | 0.00% | New | 15 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 13 | $1K |
| Kozak & Associates, Inc. | 0.00% | No change | 13 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 12 | $1K |
| Systematic Financial Management LP | 0.00% | Reduce -53.9% | 6 | $633 |
| Russell Investments Group, Ltd. | 0.00% | No change | 6 | $573 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $226 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.9% | 2 | $195 |
"% 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.