iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q3 2024 (September 30)779holders +42
59new positions
21sold out
3famous investors
$107.22avg. 13F price*
At the end of Q3 2024, 779 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, up 42 from Q2 2024. 59 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($375.3M), Bank of America Corp. ($362.1M) and FMR LLC ($303.9M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $34.4M |
| Exits | 21 | $11.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,439,774 shares bought and 1,248,687 shares sold, net +1,191,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 779 holders
| Morgan Stanley | 0.03% | Add +0.4% | 3,486,052 | $375.3M |
| Bank of America Corp. | 0.03% | Reduce -2.5% | 3,363,667 | $362.1M |
| FMR LLC | 0.02% | Reduce -3.0% | 2,822,447 | $303.9M |
| M&T Bank Corp | 0.54% | Reduce -0.4% | 1,516,395 | $163.3M |
| Regions Financial Corp. | 1.16% | Add +2.5% | 1,495,730 | $161.0M |
| Wells Fargo & Company | 0.03% | Reduce -2.4% | 1,298,818 | $139.8M |
| UBS Group AG | 0.04% | Reduce -1.4% | 1,178,552 | $126.9M |
| Prime Capital Investment Advisors, LLC | 1.40% | Reduce -0.8% | 911,090 | $98.1M |
| Ameriprise Financial Inc. | 0.02% | Add +103.0% | 802,146 | $86.4M |
| LPL Financial LLC | 0.04% | Add +24.4% | 772,116 | $83.1M |
| Modera Wealth Management, LLC | 1.05% | Reduce -2.8% | 763,500 | $82.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.6% | 699,828 | $75.3M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -0.9% | 674,695 | $72.6M |
| Commonwealth Equity Services, LLC | 0.11% | Add +28.0% | 647,373 | $69.7M |
| Royal Bank of Canada | 0.01% | Add +3.4% | 454,405 | $48.9M |
| One Capital Management, LLC | 1.50% | Add +6.0% | 437,312 | $47.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.9% | 371,296 | $40.0M |
| World Investment Advisors | 1.23% | Add +6991.4% | 363,078 | $39.2M |
| Stifel Financial Corp. | 0.04% | Reduce -7.4% | 360,420 | $38.8M |
| HighTower Advisors, LLC | 0.06% | Add +8.3% | 356,781 | $38.4M |
| Baird Financial Group, Inc. | 0.07% | Add +0.0% | 322,423 | $34.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -14.2% | 318,739 | $34.3M |
| Bank of Montreal | 0.02% | Reduce -0.5% | 318,645 | $34.2M |
| GW Henssler & Associates Ltd. | 1.91% | Add +1.8% | 314,094 | $33.8M |
| Exencial Wealth Advisors, LLC | 1.19% | Reduce -4.9% | 307,532 | $33.1M |
| Bailard, Inc. | 0.84% | Add +1.0% | 300,542 | $32.4M |
| Palisades Hudson Asset Management, L.P. | 13.28% | Reduce -0.1% | 292,430 | $31.5M |
| Raymond James & Associates | 0.02% | Reduce -2.3% | 261,627 | $28.2M |
| Jones Financial Companies LLLP | 0.03% | Add +4.8% | 257,680 | $27.6M |
| SPC Financial, Inc. | 2.23% | Reduce -2.7% | 235,134 | $25.3M |
| Mariner, LLC | 0.04% | Reduce -1.8% | 234,854 | $25.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.6% | 234,447 | $25.2M |
| Heartwood Wealth Advisors LLC | 2.49% | Add +0.9% | 208,996 | $22.5M |
| Savant Capital, LLC | 0.19% | Reduce -12.9% | 208,979 | $22.5M |
| United Capital Financial Advisors, LLC | 0.19% | Add +1.0% | 208,940 | $22.5M |
| GHP Investment Advisors, Inc. | 1.03% | Reduce -1.0% | 208,263 | $22.4M |
| Probity Advisors, Inc. | 4.16% | Reduce -8.8% | 201,809 | $21.7M |
| Truist Financial Corp. | 0.03% | Reduce -9.0% | 197,602 | $21.3M |
| Cerity Partners LLC | 0.05% | Add +0.6% | 196,860 | $21.2M |
| Phillips Financial Management, LLC | 1.57% | Reduce -5.1% | 188,650 | $20.3M |
| Lido Advisors, LLC | 0.14% | Reduce -5.1% | 176,576 | $19.0M |
| Waverly Advisors, LLC | 0.33% | Reduce -9.3% | 164,467 | $17.7M |
| MAI Capital Management | 0.17% | Add +0.8% | 164,384 | $17.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +64.3% | 161,775 | $17.4M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.7% | 159,675 | $17.2M |
| Ellis Investment Partners, LLC | 3.16% | Reduce -2.7% | 150,408 | $16.2M |
| Moneta Group Investment Advisors LLC | 0.23% | Reduce -3.3% | 149,990 | $16.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -12.1% | 145,388 | $15.7M |
| NorthCoast Asset Management LLC | 0.11% | Add +253.6% | 196,877 | $15.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -3.3% | 138,505 | $14.9M |
| Creative Planning | 0.01% | Add +1.4% | 137,886 | $14.8M |
| Keybank National Association | 0.05% | Add +3.2% | 129,901 | $14.0M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -1.8% | 126,757 | $13.4M |
| Etfidea, LLC | 4.12% | Add +0.3% | 121,011 | $13.0M |
| Comerica Bank | 0.05% | Reduce -5.8% | 113,783 | $12.2M |
| Covenant Partners, LLC | 3.26% | Reduce -2.3% | 104,090 | $11.2M |
| Cibc World Market Inc. | 0.03% | Reduce -0.9% | 103,690 | $11.2M |
| Focus Partners Wealth | 0.04% | Reduce -20.6% | 102,418 | $11.0M |
| Wealth Architects, LLC | 1.24% | Reduce -1.6% | 101,952 | $11.0M |
| Captrust Financial Advisors | 0.03% | Reduce -6.8% | 96,561 | $10.4M |
| Asset Dedication, LLC | 0.69% | Reduce -1.2% | 94,409 | $10.2M |
| JFS Wealth Advisors, LLC | 0.67% | Reduce -3.0% | 92,862 | $10.0M |
| US Bancorp \de | 0.01% | Reduce -5.6% | 92,094 | $9.9M |
| Cetera Investment Advisers | 0.02% | Add +23.8% | 90,995 | $9.8M |
| Asset Management Group, Inc. | 1.37% | Reduce -0.0% | 90,013 | $9.7M |
| Avantax Advisory Services, Inc. | 0.06% | Add +3.4% | 89,722 | $9.7M |
| One Day In July LLC | 1.07% | Reduce -10.7% | 88,017 | $9.5M |
| RTD Financial Advisors, Inc. | 1.20% | Add +0.9% | 87,929 | $9.5M |
| Prospera Financial Services Inc | 0.24% | Add +605.3% | 86,731 | $9.3M |
| Glenmede Trust Co. NA | 0.04% | Reduce -5.4% | 85,201 | $9.2M |
| Bokf, NA | 0.16% | Add +3.3% | 87,487 | $9.2M |
| Prudential Financial Inc. | 0.01% | Add +6.9% | 83,353 | $9.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -0.5% | 82,500 | $8.9M |
| Sterling Financial Planning, Inc. | 3.25% | Reduce -1.5% | 81,962 | $8.8M |
| Home Federal Bank of Tennessee | 2.52% | Reduce -2.4% | 81,904 | $8.8M |
| Lansing Street Advisors | 3.24% | Add +8.1% | 81,658 | $8.8M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +27.4% | 81,615 | $8.8M |
| Sax Wealth Advisors, LLC | 0.77% | Reduce -1.1% | 80,628 | $8.7M |
| Councilor Wealth, LLC | 4.20% | Reduce -5.0% | 79,942 | $8.6M |
| Evanson Asset Management, LLC | 0.59% | Add +0.1% | 77,781 | $8.4M |
| Capital Advisors, Ltd. LLC | 1.02% | Reduce -0.3% | 76,508 | $8.2M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +1.7% | 75,543 | $8.1M |
| Family Firm, Inc. | 1.76% | Add +0.0% | 173,778 | $8.0M |
| Wilmington Savings Fund Society, FSB | 0.14% | Reduce -3.2% | 73,727 | $7.9M |
| Pinnacle Financial Partners Inc | 0.16% | Add +2.9% | 72,620 | $7.8M |
| Fifth Third Bancorp | 0.03% | Reduce -6.3% | 71,655 | $7.7M |
| Cordatus Wealth Management LLC | 2.75% | New | 70,979 | $7.6M |
| Wealth Quarterback LLC | 3.94% | Add +150.8% | 70,398 | $7.6M |
| Chicago Partners Investment Group LLC | 0.27% | Reduce -2.4% | 71,430 | $7.6M |
| TrinityPoint Wealth, LLC | 1.08% | Add +73.5% | 69,685 | $7.5M |
| Burns J W & Co. Inc. | 0.96% | Add +1.5% | 68,941 | $7.4M |
| Corient Private Wealth LP | 0.01% | Add +10.2% | 68,166 | $7.3M |
| Oxler Private Wealth LLC | 2.55% | Add +161.6% | 68,083 | $7.3M |
| Ifrah Financial Services, Inc. | 1.91% | Reduce -0.0% | 65,763 | $7.1M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +0.4% | 65,605 | $7.1M |
| NorthCrest Asset Manangement, LLC | 0.21% | Reduce -0.2% | 65,498 | $7.1M |
| Sepio Capital, LP | 0.53% | Reduce -3.9% | 63,034 | $6.8M |
| Ironwood Financial, llc | 1.37% | Reduce -0.5% | 60,632 | $6.5M |
| Lake Street Private Wealth, LLC | 1.05% | Add +9.8% | 60,278 | $6.5M |
| Cresset Asset Management, LLC | 0.02% | Add +6.9% | 57,818 | $6.2M |
| Cassaday & Co Wealth Management LLC | 0.17% | Reduce -2.0% | 57,334 | $6.2M |
| Great Lakes Advisors, LLC | 0.05% | Add +1.9% | 56,694 | $6.1M |
| Northeast Financial Consultants Inc | 0.25% | Reduce -2.9% | 53,745 | $5.8M |
| Occidental Asset Management, LLC | 0.93% | Reduce -0.6% | 53,607 | $5.8M |
| Rodgers & Associates, LTD | 0.67% | Reduce -0.9% | 52,413 | $5.6M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 52,162 | $5.6M |
| Stokes Family Office, LLC | 0.61% | Reduce -6.6% | 51,853 | $5.6M |
| Cambridge Financial Group, LLC | 2.31% | Reduce -0.1% | 51,511 | $5.5M |
| First County Bank | 2.73% | Add +12.2% | 51,416 | $5.5M |
| Integrated Wealth Concepts LLC | 0.07% | Add +1.6% | 50,871 | $5.5M |
| Compound Planning, Inc. | 0.34% | Reduce -46.1% | 50,724 | $5.5M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +2.4% | 50,631 | $5.5M |
| Salomon & Ludwin, LLC | 0.55% | Reduce -10.3% | 50,536 | $5.4M |
| Sigma Planning Corp | 0.17% | Reduce -3.0% | 50,394 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.8% | 50,053 | $5.4M |
| Blue Edge Capital, LLC | 0.83% | Add +0.9% | 49,579 | $5.3M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +6.2% | 49,509 | $5.3M |
| Code Waechter LLC | 5.05% | — | 49,218 | $5.3M |
| MML Investors Services, LLC | 0.02% | Add +2.0% | 48,929 | $5.3M |
| Azimuth Capital Investment Management LLC | 0.20% | Reduce -1.9% | 48,586 | $5.2M |
| Accretive Wealth Partners, LLC | 2.18% | Reduce -5.3% | 48,417 | $5.2M |
| Courier Capital LLC | 0.36% | Add +16.1% | 48,410 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | New | 47,459 | $5.1M |
| Quent Capital, LLC | 0.51% | Add +2.1% | 46,816 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +49.0% | 46,033 | $5.0M |
| Crescent Grove Advisors, LLC | 0.50% | Add +3.7% | 45,772 | $4.9M |
| Pittenger & Anderson Inc. | 0.18% | No change | 45,700 | $4.9M |
| Evensky & Katz LLC | 0.32% | Reduce -2.7% | 45,099 | $4.9M |
| 1834 Investment Advisors Co. | 0.56% | Reduce -9.3% | 44,867 | $4.8M |
| Greenup Street Wealth Management LLC | 0.99% | Add +1744.3% | 44,762 | $4.8M |
| Greenleaf Trust | 0.04% | Reduce -0.7% | 44,733 | $4.8M |
| Pathstone Holdings, LLC | 0.02% | Add +12.7% | 44,682 | $4.8M |
| Parallel Advisors, LLC | 0.11% | Add +3.0% | 44,365 | $4.8M |
| Level Four Advisory Services, LLC | 0.20% | No change | 45,144 | $4.8M |
| Lutz Financial Services LLC | 0.39% | Reduce -0.5% | 44,142 | $4.8M |
| Sowell Financial Services LLC | 0.22% | Add +1.6% | 44,117 | $4.8M |
| DT Investment Partners, LLC | 0.38% | No change | 43,940 | $4.7M |
| Sonata Capital Group Inc. | 1.99% | Reduce -3.4% | 43,683 | $4.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.13% | Reduce -4.9% | 43,403 | $4.7M |
| Avidian Wealth Enterprises, LLC | 0.20% | Reduce -5.5% | 41,361 | $4.5M |
| Centerpoint Advisors, LLC | 1.54% | Reduce -0.6% | 41,245 | $4.4M |
| LTG Capital LLC | 3.68% | Reduce -0.6% | 41,072 | $4.4M |
| Clayton Financial Group LLC | 1.65% | Add +5.0% | 40,956 | $4.4M |
| Advisory Services Network, LLC | 0.09% | No change | 45,164 | $4.4M |
| Sequent Planning LLC | 1.51% | Reduce -8.2% | 40,662 | $4.4M |
| First Citizens Financial Corp | 2.28% | Reduce -0.1% | 40,039 | $4.3M |
| Graves Light Lenhart Wealth, Inc. | 0.53% | Add +0.5% | 39,981 | $4.3M |
| BKM Wealth Management, LLC | 1.74% | Reduce -0.1% | 39,811 | $4.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.56% | Add +2.8% | 38,650 | $4.2M |
| Birch Hill Investment Advisors LLC | 0.19% | Add +18.4% | 37,669 | $4.1M |
| First Merchants Corp. | 0.15% | Reduce -3.9% | 37,318 | $4.0M |
| Texas Yale Capital Corp. | 0.17% | No change | 37,000 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -12.0% | 36,708 | $4.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +3.6% | 36,676 | $3.9M |
| Jane Street Group, LLC | 0.01% | Reduce -15.3% | 36,068 | $3.9M |
| Eley Financial Management, Inc | 1.55% | Reduce -1.8% | 35,660 | $3.8M |
| St. Louis Trust Co | 0.54% | Add +78.1% | 35,632 | $3.8M |
| Access Investment Management LLC | 1.13% | Add +0.2% | 34,435 | $3.7M |
| First Heartland Consultants, Inc. | 0.40% | Add +0.0% | 34,251 | $3.7M |
| Foundry Financial Group, Inc. | 2.28% | Reduce -3.6% | 33,923 | $3.7M |
| Broadview Financial Management, LLC | 2.46% | Add +0.2% | 33,770 | $3.6M |
| Mutual Advisors, LLC | 0.11% | Add +272.3% | 33,865 | $3.6M |
| UMB Bank, n.a. | 0.05% | Reduce -7.7% | 31,867 | $3.4M |
| SOA Wealth Advisors, LLC. | 0.65% | Reduce -6.6% | 31,620 | $3.4M |
| IHT Wealth Management, LLC | 0.10% | Add +97.3% | 31,494 | $3.4M |
| Global Retirement Partners, LLC | 0.10% | Add +719.0% | 30,943 | $3.3M |
| NDWM LLC | 2.71% | Add +7.0% | 30,546 | $3.3M |
| Liberty Capital Management, Inc. | 0.73% | No change | 30,527 | $3.3M |
| Natixis Advisors, LLC | 0.01% | Add +28.7% | 30,073 | $3.2M |
| McKinley Carter Wealth Services, Inc. | 0.20% | Reduce -3.5% | 30,066 | $3.2M |
| Abacus Planning Group, Inc. | 0.57% | Reduce -0.2% | 29,557 | $3.2M |
| Castlekeep Investment Advisors LLC | 2.16% | Add +28.0% | 29,360 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +20.4% | 29,248 | $3.1M |
| Northern Trust Corp. | 0.00% | Reduce -26.1% | 28,432 | $3.1M |
| Sound Income Strategies, LLC | 0.20% | Add +774.9% | 28,328 | $3.0M |
| Cardiff Park Advisors, LLC | 0.27% | Add +0.1% | 27,845 | $3.0M |
| Tortoise Investment Management, LLC | 0.31% | Reduce -0.3% | 27,733 | $3.0M |
| Kraft, Davis & Associates, LLC | 0.87% | Add +20.7% | 27,310 | $2.9M |
| Citadel Advisors | 0.00% | Add +103.1% | 26,975 | $2.9M |
| Pinnacle Associates Ltd. | 0.05% | Add +3.0% | 28,168 | $2.9M |
| Acuitas Investments, LLC | 1.29% | New | 24,802 | $2.9M |
| One Wealth Advisors, LLC | 0.44% | Reduce -1.4% | 26,909 | $2.9M |
| Larson Financial Group LLC | 0.16% | Reduce -43.0% | 26,854 | $2.9M |
| Ballentine Partners, LLC | 0.05% | No change | 26,758 | $2.9M |
| Rovin Capital /Ut/ | 1.06% | Reduce -30.2% | 26,628 | $2.9M |
| Financial Counselors Inc. | 0.04% | Reduce -0.7% | 26,238 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Reduce -0.5% | 26,123 | $2.8M |
| Allworth Financial LP | 0.02% | Reduce -1.1% | 25,930 | $2.8M |
| Oarsman Capital, Inc. | 0.52% | Reduce -5.8% | 25,888 | $2.8M |
| Becker Capital Management Inc. | 0.09% | No change | 25,611 | $2.8M |
| Mainsail Financial Group, LLC | 1.63% | Reduce -4.8% | 26,123 | $2.8M |
| Quadcap Wealth Management, LLC | 0.43% | Add +10.3% | 25,255 | $2.7M |
| Associated Banc-Corp | 0.08% | Add +0.8% | 25,191 | $2.7M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -0.2% | 25,161 | $2.7M |
| Soltis Investment Advisors LLC | 0.26% | Add +6.1% | 25,058 | $2.7M |
| Neumann Capital Management, LLC | 0.90% | Reduce -1.6% | 25,050 | $2.7M |
| Tiemann Investment Advisors, LLC | 1.11% | Add +2.1% | 23,883 | $2.6M |
| Glass Jacobson Investment Advisors llc | 0.85% | Reduce -2.6% | 23,726 | $2.6M |
| Financial Planning & Information Services, Inc. | 0.35% | Reduce -3.9% | 23,650 | $2.5M |
| Two Sigma Investments, LP | 0.01% | Add +53.6% | 23,500 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +5.2% | 23,296 | $2.5M |
| ARK & TLK Investments, LLC | 0.88% | Reduce -3.7% | 22,936 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Reduce -1.4% | 22,454 | $2.4M |
| Bridges Investment Management Inc. | 0.03% | Reduce -6.5% | 22,410 | $2.4M |
| PrairieView Partners, LLC | 0.25% | Reduce -8.4% | 22,156 | $2.4M |
| Nwam LLC | 0.15% | New | 22,136 | $2.4M |
| MSH Capital Advisors LLC | 0.72% | Add +2.9% | 21,751 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.3% | 21,620 | $2.3M |
| Triangle Securities Wealth Management | 0.60% | Reduce -1.8% | 21,545 | $2.3M |
| Wesbanco Bank Inc. | 0.08% | Add +0.6% | 21,370 | $2.3M |
| Alpine Bank Wealth Management | 0.36% | — | 20,900 | $2.3M |
| Sapient Capital LLC | 0.04% | Add +7.2% | 20,833 | $2.2M |
| AtlasMark Financial, Inc | 2.08% | — | 20,765 | $2.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.49% | Add +2.1% | 20,656 | $2.2M |
| Avior Wealth Management, LLC | 0.09% | Add +10.6% | 20,507 | $2.2M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -1.2% | 20,214 | $2.2M |
| IFP Advisors, Inc | 0.08% | Reduce -3.4% | 20,007 | $2.2M |
| First Hawaiian Bank | 0.07% | Reduce -15.8% | 19,910 | $2.1M |
| Per Stirling Capital Management, LLC. | 0.30% | Add +782.1% | 19,785 | $2.1M |
| Corepath Wealth Partners LLC | 2.06% | Reduce -0.1% | 19,746 | $2.1M |
| Summit Financial, LLC | 0.08% | Reduce -4.7% | 19,224 | $2.1M |
| Novak & Powell Financial Services, Inc. | 1.18% | Add +0.0% | 18,932 | $2.0M |
| LifeSteps Financial, Inc. | 1.58% | Reduce -0.6% | 18,728 | $2.0M |
| Taylor Financial Group, Inc. | 1.39% | Add +6.0% | 18,655 | $2.0M |
| Financial Advocates Investment Management | 0.11% | Add +7.9% | 18,423 | $2.0M |
| Sequent Asset Management, LLC | 0.98% | New | 18,402 | $2.0M |
| Stillwater Capital Advisors, LLC | 0.25% | Add +1.4% | 17,852 | $1.9M |
| Agf Management Ltd. | 0.01% | No change | 17,750 | $1.9M |
| Flow Traders U.S. LLC | 0.10% | Add +198.4% | 17,477 | $1.9M |
| Country Club Bank | 0.12% | Reduce -6.3% | 17,146 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.5% | 15,667 | $1.8M |
| Ullmann Wealth Partners Group, LLC | 0.23% | Add +8.4% | 16,486 | $1.8M |
| Physician Wealth Advisors, Inc. | 0.31% | Reduce -3.2% | 16,146 | $1.7M |
| Tiaa Trust, National Association | 0.01% | Add +4.5% | 15,679 | $1.7M |
| CM Wealth Advisors LLC | 0.54% | Add +519.3% | 15,587 | $1.7M |
| Cwm, LLC | 0.01% | Add +4.5% | 15,435 | $1.7M |
| King Wealth Management Group | 0.26% | Reduce -2.4% | 15,415 | $1.7M |
| Cassady Schiller Wealth Management, LLC | 0.59% | Reduce -3.3% | 15,029 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +13.3% | 14,967 | $1.6M |
| Pacific Financial Group Inc. | 1.18% | Reduce -3.4% | 14,960 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.35% | Reduce -3.4% | 14,433 | $1.6M |
| GC Wealth Management RIA, LLC | 0.27% | Reduce -8.8% | 14,415 | $1.6M |
| Unionview, LLC | 1.20% | Add +0.0% | 14,302 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,156 | $1.5M |
| Parkside Financial Bank & Trust | 0.21% | Reduce -3.9% | 14,099 | $1.5M |
| Operose Advisors LLC | 0.49% | Add +7.2% | 14,017 | $1.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.14% | Reduce -0.1% | 13,972 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -17.1% | 13,701 | $1.5M |
| GFS Advisors, LLC | 0.31% | Add +717.9% | 13,692 | $1.5M |
| Simon Quick Advisors, LLC | 0.09% | No change | 13,464 | $1.4M |
| Park Place Capital Corp | 0.41% | Reduce -1.1% | 13,387 | $1.4M |
| Thomasville National Bank | 0.11% | Reduce -2.3% | 13,379 | $1.4M |
| Tobias Financial Advisors, Inc. | 0.29% | Add +0.1% | 13,271 | $1.4M |
| Choreo, LLC | 0.02% | Add +5.2% | 13,367 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.04% | No change | 12,975 | $1.4M |
| FAS Wealth Partners, Inc. | 0.11% | Add +7.7% | 12,858 | $1.4M |
| Smith Anglin Financial, LLC | 0.13% | Reduce -7.8% | 12,737 | $1.4M |
| Mather Group, Llc. | 0.02% | Add +25.3% | 12,591 | $1.4M |
| Lionsbridge Wealth Management LLC | 1.07% | New | 12,547 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -1.8% | 12,545 | $1.4M |
| Commonwealth Financial Services, LLC | 0.27% | New | 12,694 | $1.3M |
| Morris Financial Concepts, Inc. | 0.57% | Reduce -8.3% | 12,351 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.8% | 12,200 | $1.3M |
| American Investment Services, Inc. | 0.22% | Reduce -0.9% | 12,179 | $1.3M |
| Zhang Financial LLC | 0.08% | Reduce -5.7% | 12,166 | $1.3M |
| MCF Advisors LLC | 0.09% | Add +0.0% | 11,932 | $1.3M |
| Bragg Financial Advisors, Inc | 0.05% | No change | 11,857 | $1.3M |
| City Holding Co. | 0.17% | Add +10.9% | 11,655 | $1.3M |
| Capital Analysts, LLC | 0.05% | Add +1.4% | 11,383 | $1.2M |
| Cambridge Capital Management, LLC | 0.80% | Reduce -31.4% | 11,273 | $1.2M |
| Alpha Financial Partners LLC | 0.86% | New | 11,263 | $1.2M |
| Ehrlich Financial Group | 0.86% | New | 11,263 | $1.2M |
| Tompkins Financial Corp. | 0.12% | No change | 11,166 | $1.2M |
| Renasant Bank | 0.79% | Reduce -0.1% | 11,142 | $1.2M |
| Versant Capital Management, Inc | 0.27% | Add +0.5% | 11,093 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.46% | Reduce -6.9% | 11,075 | $1.2M |
| Dentgroup LLC | 0.89% | Reduce -0.1% | 11,007 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -8.9% | 10,899 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +311.0% | 10,777 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -0.7% | 10,776 | $1.2M |
| Campion Asset Management | 0.85% | Reduce -20.1% | 10,691 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.3% | 10,635 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -0.4% | 10,577 | $1.1M |
| Acas, LLC | 0.92% | Add +1.0% | 10,371 | $1.1M |
| 3Chopt Investment Partners, LLC | 0.40% | Reduce -0.5% | 10,329 | $1.1M |
| TD Private Client Wealth LLC | 0.03% | Reduce -22.4% | 10,322 | $1.1M |
| Prio Wealth Limited Partnership | 0.03% | Reduce -0.4% | 10,320 | $1.1M |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 10,300 | $1.1M |
| Planning Alternatives Ltd. | 0.17% | Reduce -4.3% | 10,251 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -10.4% | 10,201 | $1.1M |
| Independent Family Office, LLC | 0.54% | No change | 10,080 | $1.1M |
| PBMares Wealth Management LLC | 0.23% | Reduce -2.6% | 10,078 | $1.1M |
| Wealth Management Partners, LLC | 0.50% | Reduce -2.4% | 10,060 | $1.1M |
| American National Bank & Trust | 0.13% | No change | 10,000 | $1.1M |
| Argent Trust Co | 0.04% | No change | 9,925 | $1.1M |
| Roberts Financial Services LLC | 0.20% | Reduce -0.8% | 9,887 | $1.1M |
| Bangor Savings Bank | 0.10% | Reduce -0.1% | 9,845 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.31% | Add +2.8% | 9,768 | $1.1M |
| Peregrine Asset Advisers, Inc. | 0.36% | Reduce -0.1% | 9,595 | $1.0M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -0.5% | 9,561 | $1.0M |
| Willow Creek Wealth Management Inc. | 0.11% | No change | 9,547 | $1.0M |
| Marquette Associates, Inc. | 0.73% | Add +0.5% | 9,467 | $1.0M |
| Strategic Blueprint, LLC | 0.06% | Reduce -0.1% | 9,416 | $1.0M |
| Enclave Advisors LLC | 0.17% | — | 9,253 | $996K |
| Commerce Bank | 0.01% | Add +45.0% | 9,221 | $993K |
| Claro Advisors Inc. | 0.13% | Reduce -0.4% | 9,122 | $982K |
| Milestone Asset Management, LLC | 0.22% | Add +181.4% | 9,070 | $976K |
| Christensen, King & Associates Investment Services, Inc. | 0.45% | Reduce -2.2% | 8,937 | $962K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.7% | 8,813 | $949K |
| Columbia Bank | 0.35% | Add +11.7% | 8,812 | $949K |
| Vicus Capital | 0.08% | Reduce -85.8% | 8,754 | $942K |
| Mandatum Life Insurance Co Ltd | 0.29% | No change | 8,712 | $938K |
| Intergy Private Wealth, LLC | 0.36% | Add +4.6% | 8,709 | $938K |
| VAUGHAN & Co SECURITIES, INC. | 0.55% | Reduce -0.5% | 8,703 | $937K |
| Blackston Financial Advisory Group, LLC | 0.48% | New | 8,613 | $927K |
| Patriot Investment Management Group, Inc. | 0.07% | No change | 8,593 | $925K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 8,567 | $922K |
| Wealthspire Advisors, LLC | 0.01% | Add +3.9% | 8,445 | $909K |
| Concentric Wealth Management, LLC | 0.22% | Reduce -0.1% | 8,303 | $894K |
| Cahill Financial Advisors Inc. | 0.12% | Reduce -1.1% | 8,155 | $878K |
| Regal Investment Advisors LLC | 0.06% | Reduce -8.8% | 8,102 | $872K |
| Main Street Financial Solutions, LLC | 0.08% | Add +5.4% | 8,096 | $872K |
| WealthShield Partners, LLC | 0.12% | Add +4.7% | 8,091 | $871K |
| Stephens Inc. | 0.01% | Reduce -0.1% | 7,993 | $860K |
| High Net Worth Advisory Group LLC | 0.24% | No change | 7,900 | $851K |
| Forum Private Client Group LLC | 0.38% | Reduce -4.7% | 7,899 | $850K |
| SigFig Wealth Management, LLC | 0.03% | Add +22.6% | 7,822 | $839K |
| Squire Investment Management Company, LLC | 0.40% | Add +16.4% | 7,778 | $837K |
| Sprinkle Financial Consultants LLC | 0.60% | Add +0.3% | 7,778 | $837K |
| Thompson Investment Management, Inc. | 0.12% | Add +2.2% | 7,715 | $831K |
| Hazlett, Burt & Watson, Inc. | 0.38% | Add +0.7% | 7,702 | $830K |
| Vickerman Investment Advisors, Inc. | 0.24% | Reduce -0.1% | 7,602 | $818K |
| Nikulski Financial, Inc. | 0.24% | Add +0.1% | 7,510 | $809K |
| Sachem Hill LLC | 0.16% | No change | 7,455 | $803K |
| Spire Wealth Management | 0.03% | Reduce -22.1% | 7,452 | $802K |
| Clear Creek Financial Management, LLC | 0.09% | Add +35.8% | 7,450 | $802K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.30% | Add +6.4% | 7,447 | $795K |
| Financial Partners Group, Inc | 0.12% | Add +0.3% | 7,379 | $794K |
| Conning Inc. | 0.03% | Reduce -43.0% | 7,365 | $793K |
| Presilium Private Wealth, LLC | 0.18% | Reduce -2.7% | 7,339 | $790K |
| Apella Capital, LLC | 0.03% | No change | 7,441 | $784K |
| Aft, Forsyth & Company, Inc. | 0.39% | Add +0.2% | 7,266 | $782K |
| Brighton Jones LLC | 0.03% | Add +5.0% | 7,252 | $781K |
| Quarry Hill Advisors, LLC | 0.50% | No change | 6,890 | $742K |
| Valley Forge Investment Consultants Inc. Adv | 0.26% | No change | 6,867 | $739K |
| Citizens Financial Group Inc. | 0.01% | Add +0.4% | 6,860 | $739K |
| Market Street Wealth Management Advisors LLC | 0.12% | Reduce -14.1% | 6,842 | $737K |
| Ieq Capital, LLC | 0.01% | Add +41.9% | 6,810 | $733K |
| Watts Gwilliam & Co., LLC | 0.16% | — | 6,943 | $728K |
| Atlas Capital Advisors Inc. | 0.11% | No change | 6,756 | $727K |
| Mystic Asset Management, Inc. | 0.27% | No change | 6,705 | $722K |
| Brown Advisory Inc. | 0.00% | Reduce -5.6% | 6,691 | $720K |
| Bruce G. Allen Investments, LLC | 0.56% | Add +1.6% | 6,675 | $719K |
| Journey Advisory Group, LLC | 0.09% | No change | 7,380 | $718K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -4.6% | 6,633 | $714K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -55.6% | 6,739 | $710K |
| LJI Wealth Management, LLC | 0.15% | Reduce -2.5% | 6,588 | $709K |
| Center for Financial Planning, Inc. | 0.10% | No change | 6,572 | $708K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.2% | 6,568 | $707K |
| JNBA Financial Advisors | 0.07% | Reduce -4.3% | 6,502 | $700K |
| CoreCap Advisors, LLC | 0.03% | New | 6,497 | $699K |
| Colonial Trust Co / SC | 0.11% | Add +60.1% | 6,471 | $697K |
| TAGStone Capital, Inc. | 0.35% | Add +0.5% | 6,318 | $680K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -1.1% | 6,310 | $679K |
| Heritage Wealth Advisors | 0.03% | No change | 6,270 | $675K |
| Principal Securities, Inc. | 0.02% | Reduce -1.0% | 6,240 | $672K |
| TrinityBridge Ltd | 0.02% | No change | 6,201 | $668K |
| Clearstead Advisors, LLC | 0.01% | No change | 6,173 | $665K |
| Anchor Investment Management, LLC | 0.06% | Add +47.8% | 6,164 | $664K |
| Ameritas Advisory Services, LLC | 0.03% | Add +11.5% | 6,126 | $660K |
| JMG Financial Group, Ltd. | 0.02% | Add +1.2% | 6,121 | $659K |
| Essex Financial Services, Inc. | 0.05% | Add +0.0% | 6,149 | $656K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.3% | 6,060 | $652K |
| Busey Bank | 0.02% | No change | 6,037 | $650K |
| Newton One Investments LLC | 0.26% | Add +0.5% | 6,012 | $647K |
| Patton Albertson Miller Group, LLC | 0.09% | No change | 5,990 | $645K |
| Synergy Asset Management, LLC | 0.10% | New | 5,972 | $643K |
| Financial Alternatives, Inc | 0.45% | No change | 5,970 | $643K |
| Independent Financial Group, LLC | 0.02% | Reduce -5.9% | 5,940 | $640K |
| Beaird Harris Wealth Management, LLC | 0.06% | Add +1.4% | 5,859 | $631K |
| Hubbell Strickland Wealth Management, LLC | 0.29% | Reduce -0.6% | 5,847 | $629K |
| HighMark Wealth Management LLC | 0.34% | Reduce -3.4% | 5,804 | $625K |
| Kendall Capital Management | 0.19% | Add +9.4% | 5,772 | $621K |
| Vestia Personal Wealth Advisors | 0.58% | Reduce -2.1% | 5,748 | $619K |
| Elevation Wealth Partners, LLC | 0.26% | Add +0.5% | 5,692 | $613K |
| D. E. Shaw & Co. | 0.00% | Reduce -92.2% | 5,691 | $613K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.7% | 5,688 | $612K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.5% | 5,684 | $612K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 5,670 | $610K |
| D.A. Davidson & Co. | 0.01% | Add +0.0% | 5,649 | $608K |
| Northwest Wealth Management, LLC | 0.14% | Reduce -7.7% | 5,616 | $605K |
| Oppenheimer & Co. Inc. | 0.01% | Add +21.6% | 5,593 | $602K |
| Meredith Wealth Planning | 0.29% | Add +0.3% | 5,590 | $602K |
| Spectrum Wealth Counsel, LLC | 0.07% | No change | 5,521 | $594K |
| Richwood Investment Advisors, LLC | 0.48% | Reduce -5.1% | 5,443 | $586K |
| SageView Advisory Group, LLC | 0.03% | Reduce -24.8% | 5,436 | $585K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -14.7% | 5,427 | $584K |
| Leo Wealth, LLC | 0.05% | Add +4.3% | 5,398 | $581K |
| Cozad Asset Management Inc. | 0.06% | Reduce -10.7% | 5,397 | $581K |
| Sage Mountain Advisors LLC | 0.05% | Add +5.8% | 5,344 | $575K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -4.8% | 5,338 | $575K |
| Dana Investment Advisors, Inc. | 0.02% | Add +26.1% | 5,324 | $573K |
| TAP Consulting, LLC | 0.11% | Reduce -0.1% | 5,319 | $573K |
| Snowden Capital Advisors LLC | 0.02% | Add +12.3% | 5,316 | $572K |
| Awm Capital, LLC | 0.07% | No change | 5,269 | $567K |
| Creative Financial Designs Inc. | 0.05% | Reduce -0.0% | 5,243 | $564K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +1.9% | 5,209 | $561K |
| NorthRock Partners, LLC | 0.02% | Reduce -6.3% | 5,192 | $559K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -21.2% | 5,187 | $558K |
| Cottage Street Advisors LLC | 0.30% | No change | 5,114 | $551K |
| Barrett & Company, Inc. | 0.24% | Add +0.2% | 5,098 | $549K |
| Accelerate Investment Advisors LLC | 0.54% | — | 5,094 | $548K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.5% | 5,052 | $544K |
| Mma Asset Management LLC | 0.14% | Add +97.0% | 5,487 | $543K |
| &partners | 0.01% | Add +16.0% | 5,043 | $543K |
| First Trust Advisors LP | 0.00% | Add +0.6% | 5,020 | $540K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -20.3% | 5,017 | $540K |
| Heck Capital Advisors, LLC | 0.06% | Reduce -41.5% | 5,000 | $538K |
| Financial Strategies Group, Inc. | 0.13% | Reduce -0.0% | 5,005 | $537K |
| Panoramic Investment Advisors, LLC | 0.37% | — | 4,980 | $536K |
| Quantinno Capital Management LP | 0.01% | Add +53.3% | 4,942 | $532K |
| Cypress Financial Planning LLC | 0.20% | Reduce -7.8% | 4,922 | $530K |
| HRT Financial LP | 0.00% | Reduce -43.9% | 4,918 | $529K |
| Key Financial Inc | 0.12% | No change | 4,892 | $527K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -2.0% | 4,879 | $525K |
| First Financial Bank - Trust Division | 0.05% | Add +0.2% | 4,835 | $521K |
| Retirement Planning Co of New England, Inc. | 0.25% | Reduce -4.0% | 4,753 | $512K |
| Wedmont Private Capital | 0.03% | Add +0.1% | 4,871 | $512K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -19.0% | 4,750 | $511K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Add +0.4% | 4,701 | $506K |
| Betterment LLC | 0.00% | Add +9.6% | 4,669 | $503K |
| Bfsg, LLC | 0.06% | Reduce -53.4% | 4,670 | $503K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.1% | 4,667 | $502K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +23.6% | 4,650 | $501K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +12.6% | 4,652 | $499K |
| SOL Capital Management CO | 0.06% | No change | 4,605 | $496K |
| IFG Advisors, LLC | 0.11% | Add +26.1% | 4,597 | $495K |
| Annapolis Financial Services, LLC | 0.15% | No change | 4,562 | $491K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +84.6% | 4,560 | $491K |
| Shoker Investment Counsel, Inc. | 0.16% | Reduce -0.0% | 4,543 | $489K |
| Breakwater Capital Group | 0.10% | Reduce -4.8% | 4,541 | $489K |
| SkyOak Wealth, LLC | 0.11% | Reduce -32.6% | 4,525 | $487K |
| NorthLanding Financial Partners, LLC | 0.48% | Add +0.3% | 4,470 | $481K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -37.0% | 4,464 | $481K |
| Greenspring Advisors, LLC | 0.10% | Add +80.2% | 4,450 | $479K |
| Sage Financial Group Inc. | 0.04% | No change | 4,427 | $477K |
| Pure Portfolios Holdings LLC | 0.18% | — | 4,392 | $473K |
| Arkadios Wealth Advisors | 0.03% | Add +2.5% | 4,346 | $468K |
| Savvy Advisors, Inc. | 0.09% | Reduce -5.0% | 4,325 | $466K |
| Trail Ridge Investment Advisors, LLC | 0.22% | Reduce -0.1% | 4,388 | $465K |
| Raymond James Trust N.A. | 0.01% | Reduce -3.8% | 4,297 | $463K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -47.2% | 4,282 | $461K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +87.7% | 4,280 | $461K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +87.7% | 4,280 | $461K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 4,243 | $457K |
| Quadrant Private Wealth Management, LLC | 0.11% | Add +20.8% | 4,202 | $452K |
| Fiducient Advisors LLC | 0.05% | Add +0.1% | 4,198 | $452K |
| Quadrant Capital Group LLC | 0.03% | No change | 4,163 | $448K |
| Beckerman Institutional, LLC | 0.37% | — | 4,129 | $445K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.2% | 4,118 | $443K |
| Gotham Asset Management | 0.00% | No change | 4,108 | $442K |
| Lane & Associates LLC | 0.24% | Reduce -0.9% | 4,070 | $438K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -4.9% | 4,028 | $434K |
| Maple Capital Management, Inc. | 0.03% | Reduce -3.5% | 3,995 | $430K |
| Vista Capital Partners, Inc. | 0.05% | No change | 3,980 | $428K |
| KMG Fiduciary Partners, LLC | 0.04% | No change | 3,972 | $428K |
| Capital Investment Advisors, LLC | 0.01% | No change | 3,968 | $427K |
| SYM FINANCIAL Corp | 0.06% | No change | 3,968 | $427K |
| Valley National Advisers Inc. | 0.08% | No change | 3,962 | $426K |
| Hilltop National Bank | 0.13% | Reduce -11.1% | 3,949 | $425K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -16.9% | 3,846 | $414K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 3,842 | $414K |
| Wedbush Securities Inc. | 0.02% | Reduce -3.3% | 3,816 | $411K |
| JSF Financial, LLC | 0.12% | Add +0.9% | 3,814 | $411K |
| McGlone Suttner Wealth Management, Inc. | 0.09% | Add +2.7% | 3,806 | $410K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 3,802 | $409K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +8.3% | 3,784 | $407K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +1.4% | 3,735 | $402K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,732 | $402K |
| Pacific Sun Financial Corp | 0.22% | Reduce -1.3% | 3,730 | $402K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +3.9% | 3,708 | $399K |
| Valmark Advisers, Inc. | 0.01% | Reduce -13.7% | 3,680 | $396K |
| Keystone Wealth Services, LLC | 0.11% | Add +16.8% | 3,661 | $394K |
| 9258 Wealth Management, LLC | 0.06% | No change | 3,658 | $394K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +2.1% | 3,651 | $393K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -5.0% | 3,607 | $388K |
| Bessemer Group Inc. | 0.00% | No change | 3,591 | $386K |
| Mayport, LLC | 0.12% | Add +0.0% | 3,572 | $385K |
| Dakota Wealth Management | 0.01% | Add +0.5% | 3,553 | $383K |
| Sage Capital Management, LLC | 0.18% | Reduce -11.3% | 3,549 | $382K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -0.8% | 3,543 | $382K |
| Wealth Dimensions Group, Ltd. | 0.10% | Reduce -4.8% | 3,515 | $378K |
| Altiora Financial Group, LLC | 0.08% | No change | 3,466 | $373K |
| Marion Wealth Management | 0.10% | Add +45.3% | 3,449 | $371K |
| Jmac Enterprises LLC | 0.06% | No change | 3,399 | $366K |
| Modern Wealth Management, LLC | 0.02% | Reduce -2.9% | 3,398 | $366K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Reduce -16.1% | 3,343 | $360K |
| Whittier Trust Co. | 0.00% | No change | 3,339 | $359K |
| Montecito Bank & Trust | 0.06% | No change | 3,325 | $358K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 3,277 | $353K |
| Boston Family Office LLC | 0.02% | No change | 3,272 | $352K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -1.4% | 3,260 | $351K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -0.5% | 3,257 | $351K |
| Willner & Heller, LLC | 0.31% | Add +0.5% | 3,203 | $345K |
| Amara Financial, Llc. | 0.32% | — | 3,106 | $334K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.5% | 3,098 | $334K |
| Lester Murray Antman dba SimplyRich | 0.09% | No change | 3,102 | $333K |
| Summit Global Investments | 0.02% | No change | 3,085 | $332K |
| Compass Ion Advisors, LLC | 0.04% | Add +0.3% | 3,081 | $332K |
| Element Wealth, LLC | 0.17% | Add +10.7% | 3,053 | $329K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -12.0% | 3,030 | $326K |
| SouthState Bank Corp | 0.02% | Add +4.3% | 3,020 | $325K |
| Howe & Rusling Inc. | 0.03% | No change | 3,017 | $325K |
| Bensler, LLC | 0.04% | Reduce -8.5% | 3,011 | $324K |
| DAVENPORT & Co LLC | 0.00% | Add +16.0% | 2,973 | $320K |
| Global Trust Asset Management, LLC | 0.12% | No change | 2,971 | $320K |
| Smart Portfolios, LLC | 0.33% | Add +6.2% | 2,970 | $320K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -39.3% | 2,968 | $320K |
| TrueWealth Advisors, LLC | 0.11% | No change | 2,933 | $316K |
| Cim, LLC | 0.05% | No change | 2,926 | $315K |
| Carolinas Wealth Consulting LLC | 0.06% | No change | 2,922 | $315K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,915 | $314K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -37.8% | 2,862 | $308K |
| Wintrust Investments LLC | 0.23% | Reduce -89.9% | 2,846 | $306K |
| MV Capital Management, Inc. | 0.03% | No change | 2,824 | $304K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.1% | 2,813 | $303K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Reduce -2.2% | 2,802 | $302K |
| Fort Sheridan Advisors LLC | 0.05% | No change | 2,788 | $300K |
| National Wealth Management Group, LLC | 0.20% | Reduce -13.2% | 2,767 | $298K |
| Destiny Capital Corp | 0.18% | Add +17.0% | 2,756 | $294K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -9.0% | 2,721 | $293K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.6% | 2,697 | $290K |
| Mullaney, Keating & Wright, Inc. | 0.20% | Add +0.8% | 2,689 | $290K |
| Avion Wealth | 0.08% | Reduce -2.9% | 2,693 | $289K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -0.6% | 2,656 | $286K |
| Financial Perspectives, Inc | 0.10% | Add +0.3% | 2,651 | $285K |
| Koss-Olinger Consulting, LLC | 0.02% | Add +0.1% | 2,632 | $283K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -19.5% | 2,618 | $282K |
| Means Investment Co., Inc. | 0.03% | Add +0.3% | 2,601 | $280K |
| CGC Financial Services, LLC | 0.11% | Add +5.4% | 2,599 | $280K |
| Life Planning Partners, Inc | 0.25% | Reduce -17.4% | 2,596 | $279K |
| Mechanics Financial Corp | 0.12% | No change | 2,576 | $277K |
| Private Trust Co. NA | 0.03% | Reduce -0.4% | 2,570 | $277K |
| Atlantic Edge Private Wealth Management, LLC | 0.08% | Add +4.5% | 2,566 | $276K |
| Sterling Wealth Management, Inc. | 0.10% | Add +0.1% | 2,559 | $275K |
| Warner Financial, Inc. | 0.12% | Add +0.2% | 2,524 | $272K |
| Inspirion Wealth Advisors, LLC | 0.04% | No change | 2,526 | $272K |
| Parcion Private Wealth LLC | 0.02% | No change | 2,509 | $270K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 2,500 | $269K |
| Sensible Financial Planning & Management, LLC. | 0.05% | New | 2,495 | $269K |
| Advisors Capital Management, LLC | 0.00% | Reduce -32.9% | 2,497 | $269K |
| First Western Trust Bank | 0.01% | No change | 2,489 | $268K |
| Venture Visionary Partners LLC | 0.01% | Reduce -3.2% | 2,448 | $264K |
| MidAtlantic Capital Management, Inc. | 0.19% | Add +0.5% | 2,442 | $263K |
| Capasso Planning Partners LLC | 0.08% | No change | 2,438 | $262K |
| American Financial Advisors, LLC | 0.04% | Reduce -11.7% | 2,387 | $257K |
| Kickstand Ventures, Llc. | 0.06% | New | 2,361 | $254K |
| Weil Company, Inc. | 0.08% | Reduce -21.3% | 2,331 | $251K |
| Cannon Financial Strategists, Inc. | 0.04% | Reduce -2.1% | 2,309 | $249K |
| Morton Brown Family Wealth, LLC | 0.09% | Reduce -15.2% | 2,304 | $248K |
| Sandy Spring Bank | 0.01% | No change | 2,300 | $248K |
| Hardin Capital Partners, LLC | 0.14% | Add +2.5% | 2,361 | $248K |
| Good Life Advisors, LLC | 0.02% | New | 2,294 | $247K |
| Marco Investment Management LLC | 0.02% | No change | 2,292 | $247K |
| Team Hewins, LLC | 0.09% | No change | 2,280 | $245K |
| Sharper & Granite LLC | 0.11% | Add +5.6% | 2,270 | $244K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,250 | $242K |
| Philip James Wealth Mangement, LLC | 0.03% | Add +0.5% | 2,246 | $242K |
| Cosner Financial Group, LLC | 0.16% | No change | 2,243 | $241K |
| Foster & Motley Inc. | 0.02% | Reduce -16.1% | 2,238 | $241K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 2,220 | $239K |
| Keener Financial Planning LLC | 0.16% | No change | 2,225 | $239K |
| Sharp Wealth Advisory, LLC | 0.18% | Reduce -8.3% | 2,200 | $237K |
| Peak Asset Management, LLC | 0.04% | No change | 2,200 | $237K |
| Fiduciary Trust Co | 0.00% | New | 2,197 | $237K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -11.0% | 2,183 | $235K |
| Composition Wealth, LLC | 0.01% | New | 2,174 | $234K |
| Evoke Wealth, LLC | 0.01% | New | 2,163 | $233K |
| Gen-Wealth Partners Inc | 0.10% | No change | 2,156 | $232K |
| Heritage Financial Services, LLC | 0.03% | No change | 2,126 | $229K |
| Guidance Point Advisors, LLC | 0.07% | Add +0.1% | 2,115 | $228K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,100 | $226K |
| Petra Financial Advisors Inc. | 0.15% | No change | 2,087 | $225K |
| Ashton Thomas Securities, LLC | 0.04% | Add +2.6% | 2,084 | $224K |
| Bleakley Financial Group, LLC | 0.01% | New | 2,055 | $221K |
| Kiely Wealth Advisory Group, Inc. | 0.14% | No change | 1,906 | $220K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -2.1% | 2,040 | $220K |
| Painted Porch Advisors LLC | 0.11% | No change | 2,028 | $218K |
| Vawter Financial, Ltd. | 0.13% | New | 2,020 | $217K |
| CW Advisors, LLC | 0.00% | New | 2,018 | $217K |
| Saxon Interests, Inc. | 0.10% | New | 2,014 | $217K |
| Curated Wealth Partners LLC | 0.03% | New | 2,008 | $216K |
| Gallagher Fiduciary Advisors, LLC | 0.04% | New | 2,004 | $216K |
| Integrated Investment Consultants, LLC | 0.05% | Reduce -11.6% | 2,001 | $215K |
| Jeppson Wealth Management, LLC | 0.08% | New | 2,000 | $215K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 1,990 | $214K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 1,990 | $214K |
| Townsquare Capital LLC | 0.00% | Reduce -30.2% | 1,985 | $214K |
| Sivia Capital Partners, LLC | 0.13% | New | 1,981 | $213K |
| Camelot Technology Advisors, Inc. | 0.19% | New | 1,975 | $213K |
| Columbus Macro, LLC | 0.08% | New | 1,970 | $212K |
| Coastline Trust Co | 0.02% | New | 1,967 | $212K |
| Watershed Private Wealth LLC | 0.08% | Reduce -7.8% | 1,955 | $210K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | No change | 1,950 | $210K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,929 | $208K |
| Trust Co of the South | 0.04% | New | 1,920 | $207K |
| Net Worth Advisory Group | 0.06% | — | 1,918 | $206K |
| West Coast Financial LLC | 0.02% | New | 1,917 | $206K |
| Drive Wealth Management, LLC | 0.05% | New | 1,905 | $205K |
| Avid Wealth Partners LLC | 0.14% | New | 1,892 | $204K |
| Sei Investments Co. | 0.00% | New | 1,883 | $203K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 1,863 | $201K |
| Mission Wealth Management, LP | 0.01% | New | 1,861 | $200K |
| NBT Bank, N.A. | 0.01% | Add +164.9% | 1,854 | $200K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.5% | 1,843 | $198K |
| Westside Investment Management, Inc. | 0.04% | Add +19.9% | 1,824 | $196K |
| Garde Capital, Inc. | 0.01% | No change | 1,812 | $195K |
| AllSquare Wealth Management LLC | 0.11% | No change | 1,782 | $192K |
| ORG Partners LLC | 0.03% | Reduce -0.8% | 1,759 | $190K |
| Financial Freedom, LLC | 0.10% | Reduce -56.5% | 1,747 | $188K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,719 | $185K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 1,660 | $179K |
| Rise Advisors, LLC | 0.08% | Add +0.5% | 1,575 | $170K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +2.9% | 1,537 | $165K |
| Assetmark, Inc. | 0.00% | Add +1657.5% | 1,406 | $151K |
| Macroview Investment Management LLC | 0.15% | Add +7.0% | 1,404 | $151K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.8% | 1,375 | $148K |
| Archer Investment Corp | 0.04% | No change | 1,330 | $143K |
| Dogwood Wealth Management LLC | 0.08% | Add +0.4% | 1,330 | $143K |
| LRI Investments, LLC | 0.01% | No change | 1,260 | $142K |
| Johnson Financial Group, Inc. | 0.01% | Add +2647.9% | 1,319 | $142K |
| Centaurus Financial, Inc. | 0.01% | New | 1,317 | $142K |
| Investment Research & Advisory Group, Inc. | 0.06% | No change | 1,294 | $139K |
| Evergreen Private Wealth LLC | 0.06% | Add +4.3% | 1,277 | $137K |
| BNP Paribas Financial Markets | 0.00% | New | 1,277 | $137K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,271 | $137K |
| Hollencrest Capital Management | 0.01% | No change | 1,250 | $135K |
| Webster Bank, N. A. | 0.01% | No change | 1,203 | $130K |
| HM Payson & Co. | 0.00% | No change | 1,198 | $129K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,185 | $128K |
| Mill Capital Management, LLC | 0.01% | Reduce -17.9% | 1,150 | $124K |
| Continuum Advisory, LLC | 0.02% | No change | 1,088 | $123K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 1,096 | $118K |
| Arlington Trust Co LLC | 0.03% | No change | 1,090 | $117K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -7.3% | 1,031 | $111K |
| Cordant, Inc. | 0.05% | No change | 984 | $106K |
| Blue Trust, Inc. | 0.00% | No change | 1,076 | $105K |
| Deutsche Bank AG | 0.00% | No change | 955 | $103K |
| Geneos Wealth Management Inc. | 0.00% | Add +16.9% | 947 | $102K |
| Oakworth Capital, Inc. | 0.01% | No change | 945 | $102K |
| Hemington Wealth Management | 0.03% | New | 961 | $101K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 922 | $99K |
| Grove Bank & Trust | 0.01% | No change | 900 | $97K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 875 | $94K |
| Princeton Global Asset Management LLC | 0.02% | New | 864 | $93K |
| Salem Investment Counselors Inc. | 0.00% | No change | 862 | $93K |
| Sunbelt Securities, Inc. | 0.01% | Add +53.3% | 849 | $91K |
| Tidemark, LLC | 0.04% | No change | 820 | $88K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -48.2% | 794 | $85K |
| IAG Wealth Partners, LLC | 0.01% | No change | 729 | $78K |
| Earned Wealth Advisors, LLC | 0.02% | New | 720 | $78K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 694 | $75K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -1.7% | 691 | $74K |
| Smithfield Trust Co | 0.00% | No change | 668 | $72K |
| Cape Investment Advisory, Inc. | 0.03% | Add +0.1% | 667 | $72K |
| Concord Wealth Partners | 0.01% | Add +15.9% | 664 | $71K |
| Country Trust Bank | 0.00% | No change | 659 | $71K |
| Rothschild Investment LLC | 0.00% | No change | 644 | $69K |
| Kings Path Partners LLC | 0.03% | No change | 608 | $65K |
| Colonial Trust Advisors | 0.01% | No change | 608 | $65K |
| Planned Solutions, Inc. | 0.03% | New | 586 | $63K |
| Montag A & Associates Inc. | 0.00% | No change | 567 | $61K |
| CENTRAL TRUST Co | 0.00% | Add +31.5% | 559 | $60K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 550 | $59K |
| SIMA Wealth Partners, LLC | 0.05% | No change | 540 | $58K |
| Powell Investment Advisors, LLC | 0.03% | Reduce -6.2% | 533 | $57K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 526 | $57K |
| First Personal Financial Services | 0.01% | New | 504 | $54K |
| GAMMA Investing LLC | 0.01% | Add +58.0% | 501 | $54K |
| Granite Investment Partners, LLC | 0.00% | No change | 481 | $52K |
| International Assets Investment Management, LLC | 0.00% | Reduce -40.1% | 439 | $51K |
| Acima Private Wealth, LLC | 0.02% | No change | 465 | $50K |
| Creekmur Asset Management LLC | 0.01% | Reduce -33.6% | 465 | $50K |
| Addison Advisors LLC | 0.01% | No change | 451 | $49K |
| Front Row Advisors LLC | 0.02% | No change | 450 | $48K |
| Insight Inv LLC | 0.04% | No change | 438 | $47K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 436 | $47K |
| Barclays PLC | 0.00% | No change | 430 | $46K |
| Robinswood Financial LLC | 0.02% | Add +0.7% | 421 | $45K |
| Castleview Partners, LLC | 0.03% | No change | 421 | $45K |
| TruNorth Capital Management, LLC | 0.01% | Reduce -3.7% | 412 | $44K |
| Fairman Group, LLC | 0.04% | No change | 404 | $43K |
| Global Financial Private Client, LLC | 0.02% | No change | 402 | $43K |
| Pacific Center for Financial Services | 0.01% | New | 400 | $43K |
| Lindbrook Capital, LLC | 0.00% | No change | 394 | $42K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -37.5% | 400 | $42K |
| Qube Research & Technologies Ltd | 0.00% | Add +19150.0% | 385 | $41K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Add +12.3% | 383 | $41K |
| First PREMIER Bank | 0.01% | No change | 370 | $40K |
| BlackRock, Inc. | 0.00% | — | 365 | $39K |
| National Bank of Canada | 0.00% | Add +2.0% | 361 | $39K |
| Atticus Wealth Management, LLC | 0.01% | Add +0.3% | 353 | $38K |
| Transcendent Capital Group LLC | 0.02% | Reduce -42.1% | 335 | $36K |
| SJS Investment Consulting Inc. | 0.01% | No change | 332 | $36K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 331 | $36K |
| Northwest Investment Counselors, LLC | 0.01% | New | 320 | $34K |
| Independence Bank of Kentucky | 0.01% | No change | 318 | $34K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 317 | $34K |
| Fortis Group Advisors, LLC | 0.01% | No change | 317 | $34K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 310 | $33K |
| Caldwell Trust Co | 0.00% | No change | 305 | $33K |
| Evermay Wealth Management LLC | 0.01% | Reduce -3.8% | 304 | $33K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 300 | $32K |
| Missouri Trust & Investment Co | 0.01% | No change | 300 | $32K |
| Stephens Consulting, LLC | 0.01% | Reduce -0.3% | 293 | $32K |
| Tucker Asset Management LLC | 0.01% | Add +793.8% | 286 | $31K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -6.3% | 285 | $31K |
| Capital Investment Counsel, Inc | 0.00% | No change | 268 | $29K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 266 | $29K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 250 | $27K |
| MGB Wealth Management, LLC | 0.01% | No change | 237 | $26K |
| Financial Connections Group, Inc. | 0.01% | Reduce -52.3% | 237 | $25K |
| Centennial Bank | 0.01% | No change | 230 | $25K |
| Signaturefd, LLC | 0.00% | No change | 225 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -69.7% | 229 | $24K |
| Smartleaf Asset Management LLC | 0.00% | New | 215 | $23K |
| Richardson Capital Management LLC | 0.02% | No change | 213 | $23K |
| Founders Financial Alliance, LLC | 0.01% | No change | 210 | $23K |
| Richardson Financial Services Inc. | 0.01% | No change | 224 | $22K |
| First United Bank & Trust | 0.01% | No change | 200 | $22K |
| Russell Investments Group, Ltd. | 0.00% | Add +3116.7% | 193 | $21K |
| WR Wealth Planners, LLC | 0.01% | Reduce -1.1% | 183 | $20K |
| FSA Wealth Management LLC | 0.01% | — | 181 | $19K |
| Red Tortoise LLC | 0.01% | No change | 170 | $18K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 150 | $16K |
| Eastern Bank | 0.00% | New | 150 | $16K |
| Viewpoint Capital Management LLC | 0.01% | No change | 150 | $16K |
| Northwest Financial Advisors | 0.01% | New | 130 | $14K |
| Beacon Capital Management, LLC | 0.00% | No change | 121 | $13K |
| Mascoma Wealth Management LLC | 0.00% | No change | 120 | $13K |
| Pacifica Partners Inc. | 0.01% | New | 118 | $13K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -27.9% | 114 | $12K |
| Ridgewood Investments LLC | 0.01% | Reduce -52.2% | 110 | $12K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 110 | $12K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -16.8% | 109 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -39.1% | 106 | $11K |
| Matrix Private Capital Group LLC | 0.01% | New | 100 | $11K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 100 | $11K |
| M&R Capital Management Inc. | 0.00% | No change | 100 | $11K |
| Rice Partnership, LLC | 0.00% | No change | 100 | $11K |
| Nemes Rush Group LLC | 0.00% | New | 100 | $10K |
| Bank of New Hampshire | 0.00% | Reduce -64.1% | 94 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 90 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 86 | $9K |
| Sittner & Nelson, LLC | 0.00% | No change | 81 | $9K |
| Headlands Technologies LLC | 0.00% | Reduce -53.2% | 73 | $8K |
| Crewe Advisors LLC | 0.00% | Reduce -48.8% | 66 | $7K |
| Arax Advisory Partners | 0.00% | No change | 65 | $7K |
| Ballast Advisors LLC | 0.00% | No change | 60 | $6K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 52 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 52 | $6K |
| Realta Investment Advisors | 0.00% | Reduce -98.6% | 51 | $5K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 50 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 32 | $3K |
| McIlrath & Eck, LLC | 0.00% | Reduce -18.9% | 30 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 26 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 21 | $2K |
| Nvwm, LLC | 0.00% | New | 19 | $2K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 17 | $2K |
| FSC Wealth Advisors, LLC | 0.00% | Add +6.7% | 16 | $2K |
| West Branch Capital LLC | 0.00% | New | 15 | $2K |
| Ancora Advisors LLC | 0.00% | Reduce -93.5% | 15 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 13 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 13 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | — | 7 | $754 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $323 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $251 |
| Islay Capital Management, LLC | 0.00% | New | 2 | $161 |
| Halpern Financial, Inc. | 0.00% | Reduce -99.9% | 1 | $71 |
"% 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.