iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q4 2024 (December 31)824holders +45
49new positions
40sold out
4famous investors
$108.34avg. 13F price*
At the end of Q4 2024, 824 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, up 45 from Q3 2024. 49 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($384.7M), Bank of America Corp. ($380.3M) and FMR LLC ($282.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $27.4M |
| Exits | 40 | $29.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,979,152 shares bought and 2,073,105 shares sold, net −93,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 824 holders
| Morgan Stanley | 0.03% | Add +1.6% | 3,542,441 | $384.7M |
| Bank of America Corp. | 0.04% | Add +4.1% | 3,501,418 | $380.3M |
| FMR LLC | 0.02% | Reduce -7.8% | 2,601,278 | $282.5M |
| Regions Financial Corp. | 1.20% | Add +0.2% | 1,498,918 | $162.8M |
| Wells Fargo & Company | 0.04% | Add +6.6% | 1,385,040 | $150.4M |
| M&T Bank Corp | 0.44% | Reduce -19.8% | 1,216,170 | $132.1M |
| UBS Group AG | 0.03% | Add +0.4% | 1,182,844 | $128.5M |
| Prime Capital Investment Advisors, LLC | 1.40% | Reduce -2.4% | 889,325 | $96.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.2% | 800,828 | $87.0M |
| Modera Wealth Management, LLC | 0.99% | Reduce -1.5% | 752,320 | $81.7M |
| Commonwealth Equity Services, LLC | 0.12% | Add +15.3% | 746,087 | $81.0M |
| LPL Financial LLC | 0.03% | Reduce -5.3% | 731,544 | $79.5M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -0.8% | 668,998 | $72.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -12.0% | 615,590 | $66.9M |
| Royal Bank of Canada | 0.01% | Add +7.1% | 486,652 | $52.9M |
| Raymond James Financial Inc. | 0.02% | — | 452,387 | $49.1M |
| One Capital Management, LLC | 1.50% | Reduce -4.8% | 416,416 | $45.2M |
| JPMorgan Chase & Co. | 0.00% | Add +8.8% | 403,877 | $43.9M |
| Susquehanna International Group, LLP | 0.07% | Add +3614.4% | 400,297 | $43.5M |
| HighTower Advisors, LLC | 0.06% | Add +6.9% | 381,256 | $41.4M |
| Stifel Financial Corp. | 0.04% | Reduce -1.9% | 353,427 | $38.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +9.5% | 349,120 | $37.9M |
| Bank of Montreal | 0.02% | Add +4.8% | 334,065 | $36.3M |
| Baird Financial Group, Inc. | 0.07% | Reduce -0.7% | 320,061 | $34.8M |
| GW Henssler & Associates Ltd. | 1.91% | Reduce -1.3% | 309,922 | $33.4M |
| Bailard, Inc. | 0.85% | Add +1.8% | 305,852 | $33.2M |
| Exencial Wealth Advisors, LLC | 1.20% | Reduce -2.6% | 299,453 | $32.5M |
| Palisades Hudson Asset Management, L.P. | 13.32% | Reduce -0.5% | 291,124 | $31.6M |
| Jones Financial Companies LLLP | 0.03% | Add +3.6% | 266,925 | $29.0M |
| SPC Financial, Inc. | 2.27% | Add +2.1% | 239,977 | $26.1M |
| Mariner, LLC | 0.04% | Reduce -5.5% | 221,981 | $24.1M |
| Heartwood Wealth Advisors LLC | 2.58% | Add +1.1% | 211,184 | $22.9M |
| GHP Investment Advisors, Inc. | 1.05% | Reduce -0.5% | 207,320 | $22.5M |
| United Capital Financial Advisors, LLC | 0.19% | Reduce -2.1% | 204,630 | $22.2M |
| Osaic Holdings, Inc. | 0.05% | Add +40.3% | 203,926 | $22.1M |
| Cerity Partners LLC | 0.05% | Add +3.0% | 202,660 | $22.0M |
| NorthCoast Asset Management LLC | 0.11% | Add +0.9% | 198,640 | $21.6M |
| Truist Financial Corp. | 0.03% | Reduce -2.9% | 191,974 | $20.9M |
| Savant Capital, LLC | 0.16% | Reduce -11.3% | 185,442 | $20.1M |
| MAI Capital Management | 0.15% | Add +9.6% | 180,142 | $19.6M |
| Probity Advisors, Inc. | 3.65% | Reduce -13.4% | 174,823 | $19.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.4% | 172,512 | $18.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.2% | 163,127 | $17.7M |
| Creative Planning | 0.02% | Add +17.7% | 162,265 | $17.6M |
| Waverly Advisors, LLC | 0.27% | Reduce -2.6% | 160,220 | $17.4M |
| Ellis Investment Partners, LLC | 3.34% | Add +3.8% | 156,162 | $17.0M |
| Focus Partners Wealth | 0.04% | Add +46.1% | 149,587 | $16.2M |
| Phillips Financial Management, LLC | 1.21% | Reduce -24.8% | 141,787 | $15.4M |
| Moneta Group Investment Advisors LLC | 0.21% | Reduce -8.2% | 137,695 | $15.0M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +61.7% | 133,382 | $14.5M |
| Lido Advisors, LLC | 0.09% | Reduce -26.7% | 129,357 | $14.0M |
| Keybank National Association | 0.05% | Reduce -0.8% | 128,915 | $14.0M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -0.5% | 126,145 | $13.7M |
| Comerica Bank | 0.05% | Reduce -0.5% | 113,179 | $12.3M |
| Financial Advisors Network, Inc. | 1.98% | — | 109,594 | $11.9M |
| Captrust Financial Advisors | 0.03% | Add +9.5% | 105,707 | $11.5M |
| Clear Creek Financial Management, LLC | 1.22% | Add +1294.3% | 103,875 | $11.3M |
| Wealth Architects, LLC | 1.24% | Reduce -1.1% | 100,819 | $10.9M |
| Cibc World Market Inc. | 0.03% | Reduce -3.1% | 100,482 | $10.9M |
| Covenant Partners, LLC | 3.31% | Reduce -5.0% | 98,842 | $10.7M |
| Cetera Investment Advisers | 0.02% | Add +3.3% | 94,029 | $10.2M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +14.8% | 93,672 | $10.2M |
| Avantax Advisory Services, Inc. | 0.06% | Add +4.3% | 93,556 | $10.2M |
| Lansing Street Advisors | 3.53% | Add +14.3% | 93,359 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -44.1% | 90,492 | $9.8M |
| RTD Financial Advisors, Inc. | 1.25% | Add +2.3% | 89,917 | $9.8M |
| Asset Management Group, Inc. | 1.73% | Reduce -0.7% | 89,377 | $9.7M |
| JFS Wealth Advisors, LLC | 0.66% | Reduce -4.0% | 89,125 | $9.7M |
| Prospera Financial Services Inc | 0.22% | Add +1.0% | 87,585 | $9.5M |
| Asset Dedication, LLC | 0.74% | Reduce -8.7% | 86,208 | $9.4M |
| Lake Street Private Wealth, LLC | 1.50% | Add +42.4% | 85,836 | $9.3M |
| Bokf, NA | 0.16% | Add +0.6% | 88,013 | $9.3M |
| One Day In July LLC | 0.96% | Reduce -3.9% | 84,576 | $9.2M |
| Glenmede Trust Co. NA | 0.05% | Reduce -2.7% | 82,890 | $9.0M |
| Sterling Financial Planning, Inc. | 3.24% | Reduce -1.2% | 80,970 | $8.8M |
| Home Federal Bank of Tennessee | 2.58% | Reduce -1.9% | 80,335 | $8.7M |
| TrinityPoint Wealth, LLC | 1.22% | Add +14.7% | 79,920 | $8.7M |
| Sax Wealth Advisors, LLC | 0.68% | Reduce -1.1% | 79,725 | $8.7M |
| Councilor Wealth, LLC | 4.11% | Reduce -0.6% | 79,492 | $8.6M |
| US Bancorp \de | 0.01% | Reduce -15.3% | 77,969 | $8.5M |
| Evanson Asset Management, LLC | 0.58% | Add +0.1% | 77,855 | $8.5M |
| Capital Advisors, Ltd. LLC | 1.04% | Reduce -0.9% | 75,816 | $8.2M |
| Pinnacle Financial Partners Inc | 0.17% | Add +3.7% | 75,288 | $8.2M |
| Rovin Capital /Ut/ | 2.93% | Add +181.2% | 74,876 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -1.5% | 74,411 | $8.1M |
| Family Firm, Inc. | 1.79% | Reduce -0.4% | 173,152 | $8.0M |
| Wilmington Savings Fund Society, FSB | 0.14% | Reduce -2.4% | 71,930 | $7.8M |
| Cordatus Wealth Management LLC | 2.06% | Add +1.1% | 71,776 | $7.8M |
| Wealth Quarterback LLC | 3.66% | Add +1.9% | 71,746 | $7.8M |
| Chicago Partners Investment Group LLC | 0.26% | Reduce -0.5% | 71,075 | $7.7M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +5.5% | 69,229 | $7.5M |
| Oxler Private Wealth LLC | 2.45% | Add +0.8% | 68,608 | $7.5M |
| Fifth Third Bancorp | 0.03% | Reduce -4.9% | 68,168 | $7.4M |
| Burns J W & Co. Inc. | 0.93% | Reduce -2.6% | 67,158 | $7.3M |
| Allworth Financial LP | 0.04% | Add +152.4% | 65,444 | $7.3M |
| Sepio Capital, LP | 0.58% | Add +5.8% | 66,682 | $7.2M |
| Polianta Ltd | 3.41% | New | 65,800 | $7.1M |
| Ifrah Financial Services, Inc. | 1.96% | Reduce -0.4% | 65,473 | $7.1M |
| NorthCrest Asset Manangement, LLC | 0.21% | Reduce -0.2% | 65,366 | $7.1M |
| Compound Planning, Inc. | 0.33% | Add +19.1% | 60,388 | $6.6M |
| Blue Edge Capital, LLC | 1.02% | Add +20.0% | 59,481 | $6.5M |
| Corient Private Wealth LP | 0.01% | Reduce -13.2% | 59,202 | $6.4M |
| Cassaday & Co Wealth Management LLC | 0.17% | Add +1.4% | 58,147 | $6.3M |
| Ironwood Financial, llc | 1.31% | Reduce -5.5% | 57,318 | $6.2M |
| Sims Investment Management, LLC | 3.50% | — | 57,027 | $6.2M |
| First County Bank | 3.36% | Add +7.7% | 55,379 | $6.0M |
| Courier Capital LLC | 0.40% | Add +10.9% | 53,667 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +13.0% | 53,638 | $5.8M |
| Franklin Resources Inc. | 0.00% | Add +2.5% | 53,488 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.6% | 53,358 | $5.8M |
| Occidental Asset Management, LLC | 0.90% | Reduce -1.5% | 52,827 | $5.7M |
| Integrated Wealth Concepts LLC | 0.07% | Add +3.8% | 52,823 | $5.7M |
| Northeast Financial Consultants Inc | 0.24% | Reduce -1.7% | 52,817 | $5.7M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -6.9% | 52,757 | $5.7M |
| Rodgers & Associates, LTD | 0.68% | Add +0.1% | 52,480 | $5.7M |
| Stokes Family Office, LLC | 0.60% | Add +0.5% | 52,088 | $5.7M |
| Cambridge Financial Group, LLC | 2.39% | Reduce -0.1% | 51,479 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +1.3% | 51,264 | $5.6M |
| Mutual Advisors, LLC | 0.16% | Add +49.5% | 50,625 | $5.6M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +3.4% | 51,168 | $5.6M |
| Causey Wealth LLC | 3.23% | — | 51,051 | $5.5M |
| MML Investors Services, LLC | 0.02% | Add +1.7% | 49,769 | $5.4M |
| Sigma Planning Corp | 0.17% | Reduce -1.4% | 49,688 | $5.4M |
| Cresset Asset Management, LLC | 0.03% | Reduce -14.2% | 49,621 | $5.4M |
| Sowell Financial Services LLC | 0.28% | Add +12.4% | 49,595 | $5.4M |
| Code Waechter LLC | 4.67% | Add +0.0% | 49,225 | $5.3M |
| Salomon & Ludwin, LLC | 0.56% | Reduce -4.3% | 48,379 | $5.3M |
| Accretive Wealth Partners, LLC | 2.23% | Reduce -0.2% | 48,320 | $5.2M |
| Quent Capital, LLC | 0.53% | Add +1.5% | 47,500 | $5.2M |
| Azimuth Capital Investment Management LLC | 0.20% | Reduce -4.1% | 46,586 | $5.1M |
| EP Wealth Advisors, LLC | 0.04% | Add +25.3% | 45,948 | $5.0M |
| Crescent Grove Advisors, LLC | 0.49% | Add +0.3% | 45,919 | $5.0M |
| Pathstone Holdings, LLC | 0.02% | Add +2.7% | 45,907 | $5.0M |
| Pittenger & Anderson Inc. | 0.18% | No change | 45,700 | $5.0M |
| Level Four Advisory Services, LLC | 0.20% | Add +0.6% | 45,417 | $4.9M |
| Advisory Services Network, LLC | 0.09% | Reduce -1.1% | 44,663 | $4.9M |
| Greenleaf Trust | 0.04% | Reduce -0.6% | 44,474 | $4.8M |
| Lutz Financial Services LLC | 0.39% | Reduce -0.2% | 44,036 | $4.8M |
| Sonata Capital Group Inc. | 1.98% | Add +0.7% | 43,971 | $4.8M |
| DT Investment Partners, LLC | 0.40% | No change | 43,940 | $4.8M |
| Evensky & Katz LLC | 0.31% | Reduce -2.9% | 43,782 | $4.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.13% | No change | 43,403 | $4.7M |
| Parallel Advisors, LLC | 0.11% | Reduce -2.5% | 43,257 | $4.7M |
| Clayton Financial Group LLC | 1.65% | Add +3.1% | 42,229 | $4.6M |
| Private Advisor Group, LLC | 0.03% | Add +42.9% | 41,782 | $4.5M |
| LTG Capital LLC | 3.75% | Add +0.2% | 41,160 | $4.5M |
| Graves Light Lenhart Wealth, Inc. | 0.55% | Add +1.7% | 40,649 | $4.4M |
| Birch Hill Investment Advisors LLC | 0.20% | Add +7.1% | 40,357 | $4.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.59% | Add +4.3% | 40,303 | $4.4M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Add +53.4% | 40,071 | $4.4M |
| Avidian Wealth Enterprises, LLC | 0.20% | Reduce -3.2% | 40,021 | $4.3M |
| Centerpoint Advisors, LLC | 1.51% | Reduce -3.5% | 39,823 | $4.3M |
| First Citizens Financial Corp | 2.34% | Reduce -0.8% | 39,702 | $4.3M |
| BKM Wealth Management, LLC | 1.75% | Reduce -1.2% | 39,344 | $4.3M |
| 1834 Investment Advisors Co. | 0.53% | Reduce -14.1% | 38,548 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.4% | 38,318 | $4.2M |
| Eley Financial Management, Inc | 1.58% | Add +4.7% | 37,328 | $4.1M |
| Fortress Financial Group, LLC | 4.03% | — | 37,295 | $4.1M |
| Sequent Planning LLC | 1.47% | Reduce -9.6% | 36,777 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +21.0% | 36,391 | $4.0M |
| First Merchants Corp. | 0.15% | Reduce -4.2% | 35,746 | $3.9M |
| St. Louis Trust Co | 0.55% | Add +0.0% | 35,636 | $3.9M |
| Texas Yale Capital Corp. | 0.15% | Reduce -4.6% | 35,300 | $3.8M |
| Access Investment Management LLC | 1.09% | Add +0.7% | 34,665 | $3.8M |
| Salus Financial Advisors, LLC | 2.81% | — | 33,050 | $3.6M |
| Broadview Financial Management, LLC | 2.50% | Reduce -4.7% | 32,176 | $3.5M |
| SOA Wealth Advisors, LLC. | 0.62% | Reduce -1.4% | 31,182 | $3.4M |
| InvesTrust | 0.94% | — | 31,268 | $3.4M |
| UMB Bank, n.a. | 0.05% | Reduce -3.1% | 30,874 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -33.4% | 30,641 | $3.3M |
| Liberty Capital Management, Inc. | 0.73% | Reduce -0.3% | 30,426 | $3.3M |
| NDWM LLC | 2.76% | Reduce -0.6% | 30,357 | $3.3M |
| Northern Trust Corp. | 0.00% | Add +3.5% | 29,416 | $3.2M |
| Brown Advisory Inc. | 0.00% | Add +335.1% | 29,114 | $3.2M |
| Astra Wealth Partners LLC | 2.98% | — | 29,062 | $3.2M |
| Soltis Investment Advisors LLC | 0.29% | Add +15.5% | 28,937 | $3.1M |
| Kraft, Davis & Associates, LLC | 0.90% | Add +6.7% | 29,150 | $3.1M |
| Abacus Planning Group, Inc. | 0.54% | Reduce -4.5% | 28,236 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Reduce -7.4% | 27,847 | $3.0M |
| Tortoise Investment Management, LLC | 0.32% | Reduce -0.5% | 27,606 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -2.5% | 27,450 | $3.0M |
| Mainsail Financial Group, LLC | 1.73% | Add +5.1% | 27,448 | $3.0M |
| Cardiff Park Advisors, LLC | 0.28% | Reduce -1.5% | 27,437 | $3.0M |
| Strive Asset Management, LLC | 2.19% | — | 26,876 | $2.9M |
| Ballentine Partners, LLC | 0.05% | Add +0.2% | 26,801 | $2.9M |
| One Wealth Advisors, LLC | 0.43% | Reduce -0.8% | 26,692 | $2.9M |
| Financial Counselors Inc. | 0.04% | Reduce -0.5% | 26,106 | $2.8M |
| Castlekeep Investment Advisors LLC | 1.98% | Reduce -11.2% | 26,085 | $2.8M |
| Becker Capital Management Inc. | 0.09% | No change | 25,611 | $2.8M |
| Associated Banc-Corp | 0.08% | Add +1.2% | 25,484 | $2.8M |
| Neumann Capital Management, LLC | 0.92% | Add +1.7% | 25,470 | $2.8M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -0.7% | 24,979 | $2.7M |
| Oarsman Capital, Inc. | 0.47% | Reduce -4.4% | 24,755 | $2.7M |
| MSH Capital Advisors LLC | 0.85% | Add +13.8% | 24,746 | $2.7M |
| Quadcap Wealth Management, LLC | 0.39% | Reduce -2.2% | 24,689 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Add +10.9% | 23,984 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +2.9% | 23,975 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +6.8% | 23,973 | $2.6M |
| M1 Capital Management LLC | 1.40% | — | 23,895 | $2.6M |
| Tiemann Investment Advisors, LLC | 1.14% | Reduce -0.8% | 23,680 | $2.6M |
| Sound Income Strategies, LLC | 0.15% | Reduce -18.8% | 23,011 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.82% | Reduce -3.2% | 22,970 | $2.5M |
| ARK & TLK Investments, LLC | 0.87% | No change | 22,936 | $2.5M |
| Sapient Capital LLC | 0.05% | Add +9.9% | 22,899 | $2.5M |
| Larson Financial Group LLC | 0.13% | Reduce -16.7% | 22,360 | $2.4M |
| Independent Financial Group, LLC | 0.08% | Add +276.0% | 22,336 | $2.4M |
| Bridges Investment Management Inc. | 0.03% | Reduce -2.3% | 21,887 | $2.4M |
| Nwam LLC | 0.15% | Reduce -1.4% | 21,814 | $2.4M |
| PrairieView Partners, LLC | 0.25% | Reduce -2.4% | 21,634 | $2.3M |
| Triangle Securities Wealth Management | 0.60% | Add +0.3% | 21,598 | $2.3M |
| First Heartland Consultants, Inc. | 0.24% | Reduce -37.7% | 21,352 | $2.3M |
| Wesbanco Bank Inc. | 0.08% | Reduce -0.4% | 21,283 | $2.3M |
| AtlasMark Financial, Inc | 2.10% | Add +1.3% | 21,040 | $2.3M |
| Financial Advocates Investment Management | 0.13% | Add +13.5% | 20,912 | $2.3M |
| IFP Advisors, Inc | 0.07% | Add +2.0% | 20,411 | $2.2M |
| Avior Wealth Management, LLC | 0.08% | Reduce -0.7% | 20,361 | $2.2M |
| Corepath Wealth Partners LLC | 2.15% | Add +3.3% | 20,399 | $2.2M |
| Per Stirling Capital Management, LLC. | 0.31% | Add +2.1% | 20,198 | $2.2M |
| Inspire Trust Co, N.A. | 0.56% | New | 20,000 | $2.2M |
| Taylor Financial Group, Inc. | 1.48% | Add +5.4% | 19,660 | $2.1M |
| LifeSteps Financial, Inc. | 1.62% | Add +4.1% | 19,495 | $2.1M |
| Summit Financial, LLC | 0.07% | Reduce -0.7% | 19,083 | $2.1M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -8.1% | 18,582 | $2.0M |
| Sequent Asset Management, LLC | 0.98% | No change | 18,402 | $2.0M |
| First Hawaiian Bank | 0.06% | Reduce -10.5% | 17,824 | $1.9M |
| Stillwater Capital Advisors, LLC | 0.24% | Reduce -0.3% | 17,804 | $1.9M |
| Agf Management Ltd. | 0.01% | Reduce -0.7% | 17,625 | $1.9M |
| Roman Butler Fullerton & Co. | 0.61% | New | 16,996 | $1.9M |
| Country Club Bank | 0.12% | Reduce -0.8% | 17,000 | $1.8M |
| Baring Financial LLC | 1.61% | — | 16,638 | $1.8M |
| Ullmann Wealth Partners Group, LLC | 0.23% | Add +0.9% | 16,634 | $1.8M |
| Cwm, LLC | 0.01% | Add +5.4% | 16,273 | $1.8M |
| Physician Wealth Advisors, Inc. | 0.29% | Reduce -2.5% | 15,744 | $1.7M |
| Tiaa Trust, National Association | 0.01% | Add +0.1% | 15,699 | $1.7M |
| CM Wealth Advisors LLC | 0.55% | No change | 15,587 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +12.6% | 15,424 | $1.7M |
| King Wealth Management Group | 0.24% | Reduce -0.2% | 15,380 | $1.7M |
| EWG Elevate Inc. | 0.51% | New | 15,331 | $1.7M |
| Unionview, LLC | 1.19% | Add +4.4% | 14,930 | $1.6M |
| American Investment Services, Inc. | 0.29% | Add +22.3% | 14,893 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.3% | 14,776 | $1.6M |
| Cassady Schiller Wealth Management, LLC | 0.59% | Reduce -2.2% | 14,703 | $1.6M |
| StoneX Group Inc. | 0.09% | New | 14,513 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +70.9% | 14,429 | $1.6M |
| Pacific Financial Group Inc. | 1.16% | Reduce -3.7% | 14,406 | $1.6M |
| Zhang Financial LLC | 0.09% | Add +17.9% | 14,350 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.36% | Reduce -0.6% | 14,349 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -11.4% | 13,878 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,156 | $1.5M |
| Lee, Kelleher & Klein Wealth Management | 1.09% | — | 14,148 | $1.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.14% | Add +0.8% | 14,080 | $1.5M |
| Tobias Financial Advisors, Inc. | 0.31% | Add +5.6% | 14,015 | $1.5M |
| City Holding Co. | 0.21% | Add +19.7% | 13,955 | $1.5M |
| Parkside Financial Bank & Trust | 0.20% | Reduce -1.2% | 13,930 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Reduce -56.1% | 13,828 | $1.5M |
| PKS Advisory Services, LLC | 0.38% | — | 13,806 | $1.5M |
| GFS Advisors, LLC | 0.23% | Reduce -0.3% | 13,657 | $1.5M |
| Citigroup Inc. | 0.00% | Add +25.1% | 13,638 | $1.5M |
| Simon Quick Advisors, LLC | 0.09% | No change | 13,464 | $1.5M |
| GC Wealth Management RIA, LLC | 0.26% | Reduce -6.6% | 13,458 | $1.5M |
| Park Place Capital Corp | 0.40% | Reduce -1.6% | 13,175 | $1.4M |
| Thomasville National Bank | 0.10% | Reduce -1.7% | 13,150 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -0.5% | 12,905 | $1.4M |
| Hurley Capital, LLC | 1.12% | — | 12,753 | $1.4M |
| Operose Advisors LLC | 0.48% | Reduce -8.7% | 12,795 | $1.4M |
| Mather Group, Llc. | 0.02% | Add +1.5% | 12,777 | $1.4M |
| Smith Anglin Financial, LLC | 0.13% | Add +0.0% | 12,740 | $1.4M |
| Commonwealth Financial Services, LLC | 0.26% | Reduce -2.8% | 12,334 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -1.9% | 12,311 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.9% | 12,308 | $1.3M |
| FAS Wealth Partners, Inc. | 0.11% | Reduce -6.1% | 12,069 | $1.3M |
| Tompkins Financial Corp. | 0.12% | Add +7.9% | 12,046 | $1.3M |
| MCF Advisors LLC | 0.09% | Add +0.0% | 11,937 | $1.3M |
| Morris Financial Concepts, Inc. | 0.55% | Reduce -4.7% | 11,765 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -11.9% | 11,780 | $1.3M |
| Columbia Bank | 0.44% | Add +33.8% | 11,790 | $1.3M |
| Bragg Financial Advisors, Inc | 0.05% | Reduce -4.3% | 11,350 | $1.2M |
| Capital Analysts, LLC | 0.05% | Reduce -1.6% | 11,199 | $1.2M |
| Versant Capital Management, Inc | 0.26% | Add +0.5% | 11,146 | $1.2M |
| Ehrlich Financial Group | 0.86% | Reduce -1.2% | 11,130 | $1.2M |
| Dentgroup LLC | 0.91% | No change | 11,007 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.44% | Reduce -0.8% | 10,982 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.7% | 10,926 | $1.2M |
| First Financial Bank - Trust Division | 0.11% | Add +124.9% | 10,873 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.6% | 10,844 | $1.2M |
| Campion Asset Management | 0.89% | Add +1.1% | 10,809 | $1.2M |
| Renasant Bank | 0.76% | Reduce -3.1% | 10,795 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +150.1% | 10,706 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +150.1% | 10,706 | $1.2M |
| Blair William & Co. | 0.00% | Add +0.4% | 10,618 | $1.2M |
| Roberts Financial Services LLC | 0.22% | Add +6.3% | 10,512 | $1.1M |
| Acas, LLC | 0.84% | Reduce -0.7% | 10,300 | $1.1M |
| 3Chopt Investment Partners, LLC | 0.39% | No change | 10,329 | $1.1M |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 10,300 | $1.1M |
| Everest Private Wealth | 0.98% | — | 10,283 | $1.1M |
| Planning Alternatives Ltd. | 0.17% | No change | 10,251 | $1.1M |
| TD Private Client Wealth LLC | 0.03% | Reduce -1.6% | 10,152 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.0% | 10,103 | $1.1M |
| Independent Family Office, LLC | 0.57% | No change | 10,080 | $1.1M |
| PBMares Wealth Management LLC | 0.22% | Reduce -0.0% | 10,074 | $1.1M |
| Renaissance Technologies | 0.00% | New | 10,000 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +53.2% | 9,954 | $1.1M |
| Argent Trust Co | 0.04% | No change | 9,925 | $1.1M |
| Wealth Management Partners, LLC | 0.46% | Reduce -2.0% | 9,854 | $1.1M |
| Bangor Savings Bank | 0.10% | No change | 9,845 | $1.1M |
| American National Bank & Trust | 0.12% | Reduce -2.0% | 9,800 | $1.1M |
| Crestwood Advisors Group, LLC | 0.02% | Add +234.2% | 9,741 | $1.1M |
| Independent Advisor Alliance | 0.01% | New | 9,683 | $1.1M |
| Synergy Asset Management, LLC | 0.08% | Add +62.5% | 9,707 | $1.0M |
| Strategic Blueprint, LLC | 0.06% | Add +2.1% | 9,613 | $1.0M |
| Peregrine Asset Advisers, Inc. | 0.38% | Reduce -0.1% | 9,581 | $1.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.29% | Reduce -2.5% | 9,522 | $1.0M |
| Marquette Associates, Inc. | 0.86% | Add +0.5% | 9,514 | $1.0M |
| Willow Creek Wealth Management Inc. | 0.11% | Reduce -0.5% | 9,496 | $1.0M |
| Commerce Bank | 0.01% | No change | 9,221 | $1.0M |
| Intergy Private Wealth, LLC | 0.36% | Add +1.9% | 8,875 | $964K |
| Regal Investment Advisors LLC | 0.07% | Add +8.6% | 8,796 | $955K |
| &partners | 0.01% | Add +72.3% | 8,691 | $948K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +63.3% | 8,715 | $947K |
| Integras Partners LLC | 0.84% | — | 8,712 | $946K |
| Mandatum Life Insurance Co Ltd | 0.28% | No change | 8,712 | $946K |
| VAUGHAN & Co SECURITIES, INC. | 0.57% | No change | 8,703 | $945K |
| Squire Investment Management Company, LLC | 0.42% | Add +11.8% | 8,693 | $944K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.6% | 8,674 | $942K |
| Claro Advisors Inc. | 0.13% | Reduce -5.3% | 8,638 | $938K |
| SigFig Wealth Management, LLC | 0.03% | Add +10.6% | 8,652 | $936K |
| Equitable Trust Co. | 0.05% | New | 8,588 | $933K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 8,567 | $930K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.34% | Add +11.8% | 8,326 | $921K |
| Cary Street Partners Financial LLC | 0.03% | — | 8,346 | $906K |
| Blackston Financial Advisory Group, LLC | 0.45% | Reduce -3.2% | 8,337 | $905K |
| Milestone Asset Management, LLC | 0.20% | Reduce -8.6% | 8,294 | $901K |
| Christensen, King & Associates Investment Services, Inc. | 0.42% | Reduce -8.1% | 8,214 | $898K |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -3.9% | 8,256 | $897K |
| Dumont & Blake Investment Advisors LLC | 0.24% | New | 8,249 | $896K |
| Hazlett, Burt & Watson, Inc. | 0.40% | Add +6.9% | 8,235 | $895K |
| Enclave Advisors LLC | 0.15% | Reduce -11.2% | 8,218 | $893K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 8,172 | $888K |
| Novak & Powell Financial Services, Inc. | 0.53% | Reduce -57.1% | 8,119 | $882K |
| Bruce G. Allen Investments, LLC | 0.71% | Add +21.1% | 8,082 | $878K |
| SageView Advisory Group, LLC | 0.04% | Add +48.0% | 8,044 | $874K |
| Stephens Inc. | 0.01% | Add +0.2% | 8,009 | $870K |
| Main Street Financial Solutions, LLC | 0.09% | Reduce -1.1% | 8,003 | $869K |
| WealthShield Partners, LLC | 0.12% | Reduce -1.6% | 7,959 | $864K |
| High Net Worth Advisory Group LLC | 0.24% | No change | 7,900 | $858K |
| Thompson Investment Management, Inc. | 0.12% | Add +1.4% | 7,821 | $849K |
| Sprinkle Financial Consultants LLC | 0.58% | Add +0.3% | 7,800 | $847K |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -5.5% | 7,709 | $837K |
| Forum Private Client Group LLC | 0.37% | Reduce -2.5% | 7,701 | $836K |
| Brighton Jones LLC | 0.02% | Add +6.0% | 7,688 | $835K |
| Financial Partners Group, Inc | 0.12% | Add +3.3% | 7,619 | $827K |
| Vickerman Investment Advisors, Inc. | 0.22% | Reduce -0.5% | 7,567 | $822K |
| Spire Wealth Management | 0.03% | Reduce -0.0% | 7,451 | $809K |
| Nikulski Financial, Inc. | 0.24% | Reduce -1.0% | 7,435 | $808K |
| Presilium Private Wealth, LLC | 0.18% | Reduce -0.3% | 7,318 | $795K |
| Aft, Forsyth & Company, Inc. | 0.39% | Add +0.2% | 7,278 | $790K |
| Citadel Advisors | 0.00% | Reduce -73.2% | 7,236 | $786K |
| Apella Capital, LLC | 0.03% | Reduce -4.7% | 7,089 | $770K |
| Camarda Financial Advisors, LLC | 0.28% | New | 6,938 | $754K |
| Quarry Hill Advisors, LLC | 0.50% | No change | 6,890 | $748K |
| Citizens Financial Group Inc. | 0.01% | Add +0.4% | 6,885 | $748K |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 6,820 | $741K |
| Market Street Wealth Management Advisors LLC | 0.12% | Reduce -0.9% | 6,779 | $736K |
| World Investment Advisors | 0.02% | Reduce -98.1% | 6,757 | $734K |
| Atlas Capital Advisors Inc. | 0.09% | No change | 6,756 | $734K |
| Oppenheimer & Co. Inc. | 0.01% | Add +20.0% | 6,714 | $729K |
| Mystic Asset Management, Inc. | 0.20% | No change | 6,705 | $728K |
| Principal Securities, Inc. | 0.02% | Add +7.4% | 6,701 | $728K |
| Clearstead Advisors, LLC | 0.01% | Add +8.0% | 6,669 | $724K |
| Vicus Capital | 0.06% | Reduce -23.9% | 6,664 | $724K |
| Journey Advisory Group, LLC | 0.09% | No change | 7,380 | $718K |
| Sachem Hill LLC | 0.15% | Reduce -11.7% | 6,582 | $715K |
| Watts Gwilliam & Co., LLC | 0.15% | Reduce -6.4% | 6,501 | $704K |
| Colonial Trust Co / SC | 0.10% | No change | 6,471 | $703K |
| Cambridge Capital Management, LLC | 0.45% | Reduce -42.7% | 6,456 | $701K |
| TAGStone Capital, Inc. | 0.34% | Add +0.5% | 6,349 | $690K |
| Ameritas Advisory Services, LLC | 0.02% | Add +3.7% | 6,352 | $690K |
| Heritage Wealth Advisors | 0.03% | No change | 6,270 | $681K |
| Center for Financial Planning, Inc. | 0.09% | Reduce -5.0% | 6,242 | $678K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.3% | 6,217 | $675K |
| TrinityBridge Ltd | 0.02% | No change | 6,201 | $674K |
| Essex Financial Services, Inc. | 0.05% | Add +0.3% | 6,167 | $670K |
| Anchor Investment Management, LLC | 0.06% | No change | 6,164 | $669K |
| JMG Financial Group, Ltd. | 0.02% | Add +0.3% | 6,140 | $667K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +8.0% | 6,138 | $667K |
| JNBA Financial Advisors | 0.07% | Reduce -5.9% | 6,116 | $664K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 6,060 | $658K |
| Newton One Investments LLC | 0.25% | Add +0.5% | 6,041 | $656K |
| Busey Bank | 0.02% | No change | 6,037 | $656K |
| Hubbell Strickland Wealth Management, LLC | 0.31% | Add +2.9% | 6,019 | $654K |
| Patton Albertson Miller Group, LLC | 0.09% | No change | 5,990 | $651K |
| Financial Alternatives, Inc | 0.46% | No change | 5,970 | $648K |
| Beaird Harris Wealth Management, LLC | 0.06% | Add +1.9% | 5,968 | $648K |
| Kendall Capital Management | 0.19% | Add +3.1% | 5,951 | $646K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +6.0% | 5,855 | $636K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +25.4% | 5,836 | $634K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +53.8% | 5,818 | $632K |
| Vestia Personal Wealth Advisors | 0.52% | Add +1.1% | 5,813 | $631K |
| Valley Forge Investment Consultants Inc. Adv | 0.21% | Reduce -16.6% | 5,724 | $622K |
| Elevation Wealth Partners, LLC | 0.26% | Add +0.4% | 5,717 | $621K |
| Fifth Third Securities, Inc. | 0.05% | Add +4.5% | 5,671 | $616K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 5,670 | $616K |
| Dana Investment Advisors, Inc. | 0.02% | Add +6.4% | 5,664 | $615K |
| D.A. Davidson & Co. | 0.01% | Add +0.0% | 5,651 | $614K |
| Pinkerton Wealth, LLC | 0.09% | New | 5,626 | $611K |
| Meredith Wealth Planning | 0.27% | Add +0.3% | 5,606 | $609K |
| Creative Financial Designs Inc. | 0.05% | Add +6.3% | 5,573 | $605K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -17.0% | 5,504 | $598K |
| Panoramic Investment Advisors, LLC | 0.39% | Add +10.0% | 5,480 | $595K |
| Richwood Investment Advisors, LLC | 0.49% | No change | 5,443 | $591K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.6% | 5,426 | $589K |
| Leo Wealth, LLC | 0.05% | Add +0.3% | 5,417 | $588K |
| Cozad Asset Management Inc. | 0.05% | Add +0.1% | 5,401 | $587K |
| Valley Wealth Managers, Inc. | 0.04% | Reduce -14.6% | 5,389 | $585K |
| Accelerate Investment Advisors LLC | 0.52% | Add +5.7% | 5,383 | $585K |
| Global Retirement Partners, LLC | 0.02% | Reduce -82.7% | 5,351 | $581K |
| TAP Consulting, LLC | 0.12% | Add +0.5% | 5,346 | $581K |
| Sage Mountain Advisors LLC | 0.04% | No change | 5,344 | $580K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +14.8% | 5,339 | $580K |
| Northwest Wealth Management, LLC | 0.12% | Reduce -5.1% | 5,328 | $579K |
| Snowden Capital Advisors LLC | 0.02% | No change | 5,316 | $577K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +16.6% | 5,316 | $577K |
| Finley Financial, LLC | 0.30% | — | 5,250 | $576K |
| Awm Capital, LLC | 0.07% | Reduce -0.1% | 5,266 | $572K |
| Quadrant Private Wealth Management, LLC | 0.14% | Add +24.6% | 5,235 | $569K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +4698.2% | 5,230 | $568K |
| CW Advisors, LLC | 0.01% | Add +158.2% | 5,210 | $566K |
| NorthRock Partners, LLC | 0.02% | Add +0.3% | 5,208 | $566K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -1.5% | 5,130 | $557K |
| Cottage Street Advisors LLC | 0.29% | No change | 5,114 | $555K |
| Barrett & Company, Inc. | 0.23% | Add +0.2% | 5,107 | $555K |
| First Horizon Advisors, Inc. | 0.02% | Add +3.7% | 5,058 | $549K |
| Sage Financial Group Inc. | 0.04% | Add +13.9% | 5,043 | $548K |
| Conning Inc. | 0.02% | Reduce -31.6% | 5,041 | $548K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -0.0% | 5,016 | $545K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -1.8% | 4,962 | $539K |
| Rwa Wealth Partners, LLC | 0.01% | Add +66.6% | 4,944 | $537K |
| First Trust Advisors LP | 0.00% | Reduce -1.7% | 4,934 | $536K |
| Cypress Financial Planning LLC | 0.20% | Add +0.1% | 4,926 | $535K |
| Betterment LLC | 0.00% | Add +5.5% | 4,926 | $535K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +14.8% | 4,916 | $534K |
| SkyOak Wealth, LLC | 0.11% | Add +8.5% | 4,911 | $533K |
| Financial Strategies Group, Inc. | 0.13% | Add +0.7% | 5,038 | $533K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +4.8% | 4,892 | $531K |
| Key Financial Inc | 0.12% | Reduce -1.0% | 4,842 | $526K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.3% | 4,763 | $517K |
| Retirement Planning Co of New England, Inc. | 0.25% | No change | 4,753 | $516K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Add +0.4% | 4,720 | $513K |
| Financial Advisory Corp | 0.09% | — | 4,676 | $508K |
| Modern Wealth Management, LLC | 0.02% | Add +36.8% | 4,648 | $505K |
| IFG Advisors, LLC | 0.10% | Add +0.8% | 4,635 | $503K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +30.2% | 4,613 | $501K |
| Bfsg, LLC | 0.06% | Reduce -1.8% | 4,585 | $498K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +21.9% | 4,551 | $494K |
| Shoker Investment Counsel, Inc. | 0.17% | No change | 4,543 | $494K |
| NorthLanding Financial Partners, LLC | 0.49% | Add +0.3% | 4,484 | $487K |
| Breakwater Capital Group | 0.10% | Reduce -1.7% | 4,462 | $485K |
| Arkadios Wealth Advisors | 0.03% | Add +2.6% | 4,461 | $484K |
| Greenspring Advisors, LLC | 0.11% | No change | 4,450 | $483K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -14.5% | 4,435 | $482K |
| Pure Portfolios Holdings LLC | 0.18% | Add +0.8% | 4,427 | $481K |
| Trail Ridge Investment Advisors, LLC | 0.23% | Reduce -0.3% | 4,376 | $475K |
| SOL Capital Management CO | 0.05% | Reduce -5.2% | 4,365 | $474K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +8.8% | 4,320 | $469K |
| Uptown Financial Advisors LLC | 0.50% | — | 4,291 | $466K |
| Vista Capital Partners, Inc. | 0.05% | Add +7.6% | 4,284 | $465K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 4,243 | $461K |
| Founders Grove Wealth Partners, LLC | 0.13% | — | 4,239 | $460K |
| LJI Wealth Management, LLC | 0.09% | Reduce -36.2% | 4,202 | $456K |
| Lane & Associates LLC | 0.23% | Add +0.4% | 4,087 | $452K |
| Wedmont Private Capital | 0.02% | Reduce -12.4% | 4,265 | $451K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.2% | 4,127 | $448K |
| Beckerman Institutional, LLC | 0.36% | Reduce -0.4% | 4,114 | $447K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -8.6% | 4,080 | $443K |
| Pension & Wealth Management Advisors, Inc. | 0.18% | Add +2596.7% | 4,045 | $439K |
| Rehmann Capital Advisory Group | 0.03% | Add +11.3% | 4,016 | $436K |
| Maple Capital Management, Inc. | 0.03% | No change | 3,995 | $434K |
| SYM FINANCIAL Corp | 0.06% | No change | 3,968 | $431K |
| Valley National Advisers Inc. | 0.08% | No change | 3,962 | $430K |
| Fiduciary Advisors, Inc. | 0.43% | — | 3,959 | $430K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -4.1% | 3,863 | $420K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 3,842 | $417K |
| Hancock Whitney Corp. | 0.01% | New | 3,826 | $416K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | No change | 3,806 | $413K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,732 | $405K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.6% | 3,717 | $404K |
| JSF Financial, LLC | 0.11% | Reduce -2.5% | 3,719 | $404K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 3,708 | $402K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,680 | $400K |
| Quantinno Capital Management LP | 0.00% | Reduce -25.5% | 3,680 | $400K |
| Pacific Sun Financial Corp | 0.22% | Reduce -1.6% | 3,670 | $399K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 3,662 | $398K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.3% | 3,661 | $398K |
| Savvy Advisors, Inc. | 0.05% | Reduce -15.9% | 3,639 | $395K |
| Old National Bancorp | 0.01% | New | 3,601 | $391K |
| Keystone Wealth Services, LLC | 0.10% | Reduce -2.0% | 3,589 | $390K |
| Mayport, LLC | 0.11% | Add +0.0% | 3,573 | $388K |
| Dakota Wealth Management | 0.01% | Add +0.5% | 3,570 | $388K |
| Sage Capital Management, LLC | 0.20% | Add +0.4% | 3,563 | $387K |
| Fulton Bank, N.A. | 0.01% | New | 3,546 | $385K |
| Smart Portfolios, LLC | 0.40% | Add +19.0% | 3,533 | $384K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -8.2% | 3,530 | $383K |
| Inlight Wealth Management, LLC | 0.22% | — | 3,528 | $383K |
| Whittier Trust Co. | 0.01% | Add +4.3% | 3,482 | $378K |
| Altiora Financial Group, LLC | 0.08% | No change | 3,466 | $376K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +6.1% | 3,456 | $375K |
| Marion Wealth Management | 0.10% | No change | 3,449 | $375K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Add +2.8% | 3,436 | $373K |
| Jmac Enterprises LLC | 0.06% | No change | 3,399 | $369K |
| Insight Inv LLC | 0.25% | Add +669.6% | 3,371 | $366K |
| Willner & Heller, LLC | 0.32% | Add +4.2% | 3,338 | $362K |
| Montecito Bank & Trust | 0.06% | No change | 3,325 | $361K |
| Curated Wealth Partners LLC | 0.04% | Add +64.4% | 3,301 | $359K |
| Wealth Dimensions Group, Ltd. | 0.09% | Reduce -6.1% | 3,301 | $358K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +0.0% | 3,278 | $356K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.8% | 3,235 | $351K |
| Cim, LLC | 0.05% | Add +10.5% | 3,234 | $351K |
| Compass Ion Advisors, LLC | 0.04% | Add +4.2% | 3,211 | $349K |
| Principal Financial Group Inc. | 0.00% | New | 3,161 | $343K |
| Carolinas Wealth Consulting LLC | 0.07% | Add +7.2% | 3,132 | $340K |
| Amara Financial, Llc. | 0.31% | Add +0.5% | 3,121 | $339K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -22.0% | 3,096 | $336K |
| Lester Murray Antman dba SimplyRich | 0.10% | No change | 3,102 | $336K |
| Summit Global Investments | 0.02% | No change | 3,085 | $335K |
| Element Wealth, LLC | 0.17% | Add +0.4% | 3,065 | $333K |
| Millennium Management | 0.00% | New | 3,060 | $332K |
| Fiducient Advisors LLC | 0.04% | Reduce -27.2% | 3,055 | $332K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -1.6% | 2,983 | $332K |
| SouthState Bank Corp | 0.02% | No change | 3,020 | $328K |
| Howe & Rusling Inc. | 0.03% | No change | 3,017 | $328K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.9% | 3,007 | $327K |
| Global Trust Asset Management, LLC | 0.12% | No change | 2,971 | $323K |
| Hilltop National Bank | 0.10% | Reduce -24.9% | 2,964 | $322K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.9% | 2,945 | $320K |
| GWN Securities Inc. | 0.09% | — | 2,896 | $319K |
| TrueWealth Advisors, LLC | 0.11% | No change | 2,933 | $319K |
| Aegis Wealth Management LLC | 0.21% | — | 2,925 | $318K |
| Bessemer Group Inc. | 0.00% | Reduce -18.8% | 2,916 | $316K |
| Mma Asset Management LLC | 0.14% | Reduce -47.0% | 2,907 | $316K |
| Granite Bay Wealth Management, LLC | 0.12% | New | 2,900 | $315K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.1% | 2,815 | $314K |
| Bensler, LLC | 0.04% | Reduce -5.0% | 2,862 | $311K |
| Founders Financial Securities LLC | 0.03% | New | 2,832 | $308K |
| MV Capital Management, Inc. | 0.03% | No change | 2,824 | $307K |
| AE Wealth Management LLC | 0.00% | New | 2,822 | $307K |
| Destiny Capital Corp | 0.19% | Add +2.4% | 2,821 | $306K |
| Boston Family Office LLC | 0.02% | Reduce -14.7% | 2,790 | $303K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,788 | $303K |
| Avion Wealth | 0.08% | Add +2.9% | 2,771 | $300K |
| Venture Visionary Partners LLC | 0.01% | Add +12.8% | 2,761 | $300K |
| Richard P Slaughter Associates Inc | 0.07% | Add +5.0% | 2,750 | $299K |
| Mullaney, Keating & Wright, Inc. | 0.20% | Add +2.0% | 2,742 | $298K |
| Dynamic Financial Group | 0.30% | — | 2,724 | $296K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -4.8% | 2,724 | $296K |
| Blue Bell Private Wealth Management, LLC | 0.06% | No change | 2,721 | $296K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Reduce -3.6% | 2,702 | $293K |
| Warner Financial, Inc. | 0.13% | Add +6.7% | 2,693 | $292K |
| Financial Perspectives, Inc | 0.10% | Add +0.2% | 2,657 | $289K |
| Means Investment Co., Inc. | 0.03% | Add +0.3% | 2,610 | $283K |
| Life Planning Partners, Inc | 0.26% | No change | 2,596 | $282K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 2,592 | $282K |
| Cornerstone Planning, LLC | 0.11% | — | 2,583 | $281K |
| Mechanics Financial Corp | 0.13% | No change | 2,576 | $280K |
| Atlantic Edge Private Wealth Management, LLC | 0.09% | No change | 2,566 | $279K |
| Sterling Wealth Management, Inc. | 0.10% | Add +0.0% | 2,560 | $278K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,556 | $278K |
| Foundry Financial Group, Inc. | 0.17% | Reduce -92.5% | 2,526 | $274K |
| Inspirion Wealth Advisors, LLC | 0.04% | No change | 2,526 | $273K |
| Parcion Private Wealth LLC | 0.02% | No change | 2,509 | $272K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 2,500 | $272K |
| AQR Capital Management | 0.00% | New | 2,500 | $272K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.6% | 2,491 | $271K |
| First Western Trust Bank | 0.01% | No change | 2,489 | $270K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -7.5% | 2,458 | $267K |
| MidAtlantic Capital Management, Inc. | 0.19% | Reduce -0.4% | 2,432 | $264K |
| Townsquare Capital LLC | 0.00% | Add +21.1% | 2,404 | $261K |
| BNP Paribas Financial Markets | 0.00% | Add +87.2% | 2,391 | $260K |
| American Financial Advisors, LLC | 0.04% | Reduce -0.4% | 2,377 | $258K |
| Hardin Capital Partners, LLC | 0.15% | No change | 2,361 | $256K |
| Weil Company, Inc. | 0.09% | Add +0.1% | 2,333 | $253K |
| Quadrant Capital Group LLC | 0.02% | Reduce -44.0% | 2,330 | $253K |
| HB Wealth Management, LLC | 0.00% | New | 2,329 | $253K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 2,309 | $251K |
| Morton Brown Family Wealth, LLC | 0.09% | No change | 2,304 | $250K |
| Sandy Spring Bank | 0.01% | No change | 2,300 | $250K |
| Marco Investment Management LLC | 0.02% | No change | 2,292 | $249K |
| Team Hewins, LLC | 0.10% | No change | 2,280 | $248K |
| CGC Financial Services, LLC | 0.10% | Reduce -12.5% | 2,273 | $247K |
| Philip James Wealth Mangement, LLC | 0.03% | Add +0.5% | 2,256 | $245K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,250 | $244K |
| Cosner Financial Group, LLC | 0.15% | No change | 2,243 | $244K |
| CogentBlue Wealth Advisors, LLC | 0.21% | — | 2,242 | $244K |
| Foster & Motley Inc. | 0.02% | Add +0.1% | 2,240 | $243K |
| Victory Financial Group, LLC | 0.06% | — | 2,233 | $243K |
| Keener Financial Planning LLC | 0.14% | No change | 2,225 | $241K |
| Sharp Wealth Advisory, LLC | 0.18% | No change | 2,200 | $239K |
| Peak Asset Management, LLC | 0.04% | No change | 2,200 | $239K |
| Fiduciary Trust Co | 0.00% | No change | 2,197 | $239K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,183 | $237K |
| Foundation Wealth Management, LLC\PA | 0.11% | — | 2,164 | $235K |
| Evoke Wealth, LLC | 0.01% | No change | 2,163 | $235K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.7% | 2,135 | $235K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 2,122 | $235K |
| Gen-Wealth Partners Inc | 0.10% | No change | 2,156 | $234K |
| Forum Financial Management, LP | 0.00% | New | 2,155 | $234K |
| Heritage Financial Services, LLC | 0.03% | No change | 2,126 | $231K |
| Guidance Point Advisors, LLC | 0.07% | Add +0.5% | 2,125 | $231K |
| Bleakley Financial Group, LLC | 0.01% | Add +2.8% | 2,112 | $229K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,100 | $228K |
| Petra Financial Advisors Inc. | 0.15% | No change | 2,087 | $227K |
| Aprio Wealth Management, LLC | 0.03% | New | 2,075 | $225K |
| Advisors Capital Management, LLC | 0.00% | Reduce -17.0% | 2,072 | $225K |
| Sharper & Granite LLC | 0.10% | Reduce -8.8% | 2,070 | $225K |
| Keel Point, LLC | 0.02% | New | 2,066 | $224K |
| IFG Advisory, LLC | 0.01% | New | 2,053 | $223K |
| Painted Porch Advisors LLC | 0.11% | Add +1.1% | 2,050 | $223K |
| Integrated Investment Consultants, LLC | 0.05% | Add +1.9% | 2,038 | $221K |
| Vawter Financial, Ltd. | 0.13% | No change | 2,020 | $219K |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +0.5% | 2,013 | $219K |
| Brandywine Oak Private Wealth LLC | 0.02% | Add +1.0% | 2,010 | $218K |
| Jeppson Wealth Management, LLC | 0.08% | No change | 2,000 | $217K |
| Greenup Street Wealth Management LLC | 0.04% | Reduce -95.6% | 1,986 | $216K |
| Columbus Macro, LLC | 0.03% | Add +0.8% | 1,985 | $216K |
| Camelot Technology Advisors, Inc. | 0.20% | Add +0.3% | 1,980 | $215K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -0.7% | 1,977 | $215K |
| Saxon Interests, Inc. | 0.09% | Reduce -2.3% | 1,968 | $214K |
| Benningfield Financial Advisors, LLC | 0.21% | — | 1,965 | $213K |
| Coastline Trust Co | 0.02% | Reduce -0.3% | 1,962 | $213K |
| Watershed Private Wealth LLC | 0.08% | No change | 1,955 | $212K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,929 | $210K |
| Westside Investment Management, Inc. | 0.04% | Add +5.7% | 1,927 | $209K |
| Trust Co of the South | 0.04% | No change | 1,920 | $209K |
| West Coast Financial LLC | 0.02% | No change | 1,917 | $208K |
| Kiely Wealth Advisory Group, Inc. | 0.13% | No change | 1,906 | $207K |
| Drive Wealth Management, LLC | 0.05% | No change | 1,905 | $207K |
| Prostatis Group LLC | 0.06% | New | 1,872 | $203K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 1,863 | $202K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +20.8% | 1,856 | $202K |
| Moneco Advisors, LLC | 0.02% | New | 1,853 | $201K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.5% | 1,852 | $201K |
| Debussy Capital Management LP | 0.03% | New | 1,795 | $201K |
| Joseph P. Lucia & Associates, LLC | 0.09% | New | 1,844 | $200K |
| NBT Bank, N.A. | 0.01% | Reduce -0.9% | 1,838 | $200K |
| AllSquare Wealth Management LLC | 0.11% | No change | 1,782 | $194K |
| Horizon Investments, LLC | 0.01% | New | 1,772 | $192K |
| ORG Partners LLC | 0.03% | Reduce -1.2% | 1,738 | $189K |
| Garde Capital, Inc. | 0.01% | Reduce -5.3% | 1,715 | $186K |
| Financial Life Planners | 0.15% | — | 1,685 | $183K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +7876.2% | 1,675 | $182K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,660 | $180K |
| Assetmark, Inc. | 0.00% | Add +15.7% | 1,626 | $177K |
| VSM Wealth Advisory, LLC | 0.06% | — | 1,527 | $166K |
| Winthrop Capital Management, LLC | 0.04% | New | 1,524 | $165K |
| Synergy Investment Management, LLC | 0.07% | — | 1,436 | $156K |
| Oakworth Capital, Inc. | 0.01% | Add +50.5% | 1,422 | $154K |
| Rise Advisors, LLC | 0.07% | Reduce -14.2% | 1,352 | $147K |
| Archer Investment Corp | 0.04% | Add +0.1% | 1,331 | $145K |
| Investment Research & Advisory Group, Inc. | 0.06% | No change | 1,294 | $141K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.2% | 1,288 | $140K |
| Evergreen Private Wealth LLC | 0.07% | Add +0.7% | 1,286 | $140K |
| Wintrust Investments LLC | 0.12% | Reduce -54.8% | 1,287 | $139K |
| Dogwood Wealth Management LLC | 0.07% | Reduce -3.8% | 1,280 | $139K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,271 | $138K |
| LRI Investments, LLC | 0.01% | No change | 1,260 | $137K |
| Hollencrest Capital Management | 0.01% | No change | 1,250 | $136K |
| Copia Wealth Management | 0.13% | — | 1,224 | $133K |
| Webster Bank, N. A. | 0.01% | No change | 1,203 | $131K |
| HM Payson & Co. | 0.00% | No change | 1,198 | $130K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,185 | $129K |
| Blue Trust, Inc. | 0.00% | Add +9.3% | 1,176 | $128K |
| Longview Financial Advisors LLC | 0.09% | — | 1,173 | $127K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 1,096 | $119K |
| Arlington Trust Co LLC | 0.02% | No change | 1,090 | $118K |
| Continuum Advisory, LLC | 0.02% | No change | 1,088 | $118K |
| Kestra Investment Management, LLC | 0.00% | New | 1,046 | $114K |
| Cordant, Inc. | 0.06% | No change | 984 | $107K |
| BlackRock, Inc. | 0.00% | Add +167.1% | 975 | $106K |
| Hemington Wealth Management | 0.03% | Add +0.3% | 964 | $104K |
| Deutsche Bank AG | 0.00% | No change | 955 | $104K |
| Mill Capital Management, LLC | 0.01% | Reduce -17.4% | 950 | $103K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -9.6% | 932 | $101K |
| Harbour Investments, Inc. | 0.00% | Reduce -32.6% | 926 | $101K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 922 | $100K |
| Grove Bank & Trust | 0.01% | No change | 900 | $98K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 875 | $95K |
| Princeton Global Asset Management LLC | 0.02% | No change | 864 | $94K |
| Aptus Capital Advisors, LLC | 0.00% | Add +8.6% | 862 | $94K |
| Salem Investment Counselors Inc. | 0.00% | No change | 862 | $94K |
| Tidemark, LLC | 0.03% | No change | 820 | $89K |
| Orion Capital Management LLC | 0.04% | New | 804 | $87K |
| BankPlus Trust Department | 0.03% | — | 791 | $86K |
| Private Trust Co. NA | 0.01% | Reduce -69.6% | 782 | $85K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -10.5% | 760 | $82K |
| IAG Wealth Partners, LLC | 0.01% | No change | 729 | $79K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 694 | $75K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 691 | $75K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 667 | $72K |
| Smithfield Trust Co | 0.00% | No change | 668 | $72K |
| Concord Wealth Partners | 0.01% | Reduce -0.5% | 661 | $72K |
| Country Trust Bank | 0.00% | No change | 659 | $72K |
| Rothschild Investment LLC | 0.00% | No change | 644 | $70K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -32.5% | 639 | $69K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -53.1% | 618 | $68K |
| Bellwether Advisors, LLC | 0.01% | New | 615 | $67K |
| Kings Path Partners LLC | 0.03% | No change | 608 | $66K |
| Colonial Trust Advisors | 0.01% | No change | 608 | $66K |
| Crowley Wealth Management, Inc. | 0.06% | — | 604 | $66K |
| Mainstream Capital Management LLC | 0.05% | New | 600 | $65K |
| CarsonAllaria Wealth Management, Ltd. | 0.04% | Add +48.3% | 568 | $62K |
| Montag A & Associates Inc. | 0.00% | No change | 567 | $62K |
| CENTRAL TRUST Co | 0.00% | No change | 559 | $61K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 550 | $60K |
| Powell Investment Advisors, LLC | 0.03% | No change | 533 | $58K |
| Topsail Wealth Management, LLC | 0.01% | — | 532 | $58K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 526 | $57K |
| HighMark Wealth Management LLC | 0.03% | Reduce -91.1% | 514 | $56K |
| GAMMA Investing LLC | 0.00% | No change | 501 | $54K |
| Granite Investment Partners, LLC | 0.00% | No change | 481 | $52K |
| Acima Private Wealth, LLC | 0.02% | No change | 465 | $51K |
| Creekmur Asset Management LLC | 0.01% | No change | 465 | $51K |
| Kentucky Trust Co | 0.03% | — | 460 | $50K |
| Front Row Advisors LLC | 0.02% | No change | 450 | $49K |
| SIMA Wealth Partners, LLC | 0.04% | Reduce -18.5% | 440 | $48K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 436 | $48K |
| Barclays PLC | 0.00% | No change | 430 | $47K |
| Smartleaf Asset Management LLC | 0.00% | Add +100.5% | 431 | $47K |
| Robinswood Financial LLC | 0.02% | Add +0.5% | 423 | $46K |
| TruNorth Capital Management, LLC | 0.01% | Add +0.2% | 413 | $45K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -76.2% | 409 | $44K |
| Fairman Group, LLC | 0.04% | No change | 404 | $44K |
| Register Financial Advisors LLC | 0.02% | New | 402 | $44K |
| Global Financial Private Client, LLC | 0.02% | No change | 402 | $44K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 400 | $43K |
| Pacific Center for Financial Services | 0.01% | No change | 400 | $43K |
| Lindbrook Capital, LLC | 0.00% | No change | 394 | $43K |
| First PREMIER Bank | 0.01% | No change | 370 | $40K |
| National Bank of Canada | 0.00% | No change | 361 | $39K |
| Atticus Wealth Management, LLC | 0.01% | Add +0.6% | 355 | $39K |
| SJS Investment Consulting Inc. | 0.01% | No change | 332 | $36K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 331 | $36K |
| Transcendent Capital Group LLC | 0.02% | Reduce -3.6% | 323 | $35K |
| Independence Bank of Kentucky | 0.01% | No change | 318 | $35K |
| 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 | $34K |
| Caldwell Trust Co | 0.00% | No change | 305 | $33K |
| Evermay Wealth Management LLC | 0.01% | No change | 304 | $33K |
| Millstone Evans Group, LLC | 0.02% | — | 302 | $33K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 300 | $33K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 300 | $33K |
| Missouri Trust & Investment Co | 0.01% | No change | 300 | $33K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +3.9% | 296 | $32K |
| Stephens Consulting, LLC | 0.01% | Add +0.7% | 295 | $32K |
| Capital Investment Counsel, Inc | 0.00% | No change | 268 | $29K |
| New Wave Wealth Advisors LLC | 0.01% | New | 265 | $29K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 250 | $27K |
| Palouse Capital Management, Inc. | 0.02% | New | 244 | $27K |
| Tucker Asset Management LLC | 0.01% | Reduce -16.8% | 238 | $26K |
| MGB Wealth Management, LLC | 0.01% | No change | 237 | $26K |
| Financial Connections Group, Inc. | 0.01% | No change | 237 | $25K |
| Centennial Bank | 0.01% | No change | 230 | $25K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 229 | $25K |
| Signaturefd, LLC | 0.00% | No change | 225 | $24K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $24K |
| Atala Financial Inc | 0.02% | — | 202 | $22K |
| First United Bank & Trust | 0.01% | No change | 200 | $22K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.1% | 199 | $22K |
| Principia Wealth Advisory, LLC | 0.02% | — | 193 | $21K |
| FSA Wealth Management LLC | 0.01% | No change | 181 | $20K |
| Noble Wealth Management PBC | 0.01% | — | 180 | $20K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -16.7% | 175 | $19K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -98.2% | 171 | $19K |
| Red Tortoise LLC | 0.01% | Add +0.6% | 171 | $19K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 168 | $18K |
| FSC Wealth Advisors, LLC | 0.01% | Add +893.8% | 159 | $17K |
| Viewpoint Capital Management LLC | 0.01% | No change | 150 | $16K |
| Eastern Bank | 0.00% | No change | 150 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1015.4% | 145 | $16K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -51.9% | 128 | $14K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 122 | $13K |
| Mascoma Wealth Management LLC | 0.00% | No change | 120 | $13K |
| Sugar Maple Asset Management, LLC | 0.01% | New | 119 | $13K |
| Pacifica Partners Inc. | 0.01% | No change | 118 | $13K |
| Golden State Wealth Management, LLC | 0.00% | — | 115 | $12K |
| Curio Wealth, LLC | 0.01% | — | 111 | $12K |
| Ridgewood Investments LLC | 0.01% | No change | 110 | $12K |
| Transce3nd, LLC | 0.00% | — | 110 | $12K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -7.9% | 105 | $11K |
| Towne Trust Company, N.A | 0.00% | New | 100 | $11K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 100 | $11K |
| Rice Partnership, LLC | 0.00% | No change | 100 | $11K |
| Bank of New Hampshire | 0.00% | No change | 94 | $10K |
| Brooklyn Investment Group | 0.00% | New | 91 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 90 | $10K |
| WR Wealth Planners, LLC | 0.00% | Reduce -51.9% | 88 | $10K |
| Richardson Capital Management LLC | 0.01% | Reduce -59.6% | 86 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 86 | $9K |
| Sittner & Nelson, LLC | 0.00% | No change | 81 | $9K |
| Sachetta, LLC | 0.00% | New | 78 | $9K |
| Perkins Coie Trust Co | 0.00% | New | 78 | $8K |
| Crewe Advisors LLC | 0.00% | No change | 66 | $7K |
| Arax Advisory Partners | 0.00% | Add +1.5% | 66 | $7K |
| Ballast Advisors LLC | 0.00% | No change | 60 | $7K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +1.9% | 53 | $6K |
| Accredited Wealth Management, LLC | 0.00% | — | 52 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 52 | $6K |
| Realta Investment Advisors | 0.00% | No change | 51 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 50 | $5K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -83.4% | 38 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 32 | $4K |
| Heck Capital Advisors, LLC | 0.00% | Reduce -99.4% | 31 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 26 | $3K |
| McIlrath & Eck, LLC | 0.00% | Reduce -20.0% | 24 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -81.1% | 20 | $2K |
| Nvwm, LLC | 0.00% | No change | 19 | $2K |
| West Branch Capital LLC | 0.00% | No change | 15 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 13 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 7 | $760 |
| Dunhill Financial, LLC | 0.00% | No change | 3 | $326 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $255 |
| Rialto Wealth Management, LLC | 0.00% | — | 2 | $218 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.5% | 2 | $217 |
| Systematic Financial Management LP | 0.00% | New | 1 | $192 |
| Islay Capital Management, LLC | 0.00% | No change | 2 | $163 |
"% 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.