iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q1 2025 (March 31)801holders −23
57new positions
71sold out
4famous investors
$97.44avg. 13F price*
At the end of Q1 2025, 801 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, down 23 from Q4 2024. 57 opened new positions and 71 sold out. The largest holders were Morgan Stanley ($337.1M), Bank of America Corp. ($314.2M) and FMR LLC ($225.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $71.7M |
| Exits | 71 | $45.1M |
All 13F filers, Q4 2024 → Q1 2025: 2,438,397 shares bought and 3,376,921 shares sold, net −938,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 801 holders
| Morgan Stanley | 0.02% | Reduce -2.4% | 3,457,889 | $337.1M |
| Bank of America Corp. | 0.03% | Reduce -8.0% | 3,223,193 | $314.2M |
| FMR LLC | 0.01% | Reduce -11.1% | 2,313,126 | $225.5M |
| Regions Financial Corp. | 1.07% | Reduce -1.8% | 1,472,697 | $143.6M |
| Wells Fargo & Company | 0.03% | Reduce 0.0% | 1,385,023 | $135.0M |
| UBS Group AG | 0.02% | Reduce -7.9% | 1,088,909 | $106.1M |
| Ameriprise Financial Inc. | 0.02% | Add +15.2% | 922,162 | $89.9M |
| Prime Capital Investment Advisors, LLC | 1.01% | Reduce -0.4% | 885,958 | $86.4M |
| LPL Financial LLC | 0.03% | Add +18.3% | 865,117 | $84.3M |
| Modera Wealth Management, LLC | 0.94% | Reduce -5.5% | 710,681 | $69.3M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -7.8% | 687,838 | $67.0M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -1.9% | 655,937 | $63.9M |
| M&T Bank Corp | 0.23% | Reduce -46.4% | 652,019 | $63.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.6% | 631,786 | $61.6M |
| Royal Bank of Canada | 0.01% | Reduce -5.6% | 459,323 | $44.8M |
| HighTower Advisors, LLC | 0.06% | Add +11.5% | 424,984 | $41.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +690.9% | 422,021 | $41.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -7.8% | 416,904 | $40.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 408,563 | $39.8M |
| One Capital Management, LLC | 1.28% | Reduce -6.5% | 389,340 | $38.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +8.1% | 377,463 | $36.8M |
| GW Henssler & Associates Ltd. | 1.87% | Add +7.7% | 333,723 | $32.5M |
| Stifel Financial Corp. | 0.03% | Reduce -7.3% | 327,454 | $31.9M |
| Baird Financial Group, Inc. | 0.06% | Reduce -4.6% | 305,464 | $29.8M |
| Exencial Wealth Advisors, LLC | 1.07% | Reduce -1.2% | 295,736 | $28.8M |
| Bank of Montreal | 0.02% | Reduce -13.1% | 290,262 | $28.3M |
| Bailard, Inc. | 0.72% | Reduce -5.9% | 287,942 | $28.1M |
| Palisades Hudson Asset Management, L.P. | 12.46% | Reduce -3.3% | 281,599 | $27.4M |
| Jones Financial Companies LLLP | 0.02% | Add +4.5% | 279,061 | $27.1M |
| Mariner, LLC | 0.04% | Add +10.7% | 245,803 | $24.0M |
| SPC Financial, Inc. | 2.08% | Add +1.2% | 242,961 | $23.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +33.6% | 217,996 | $21.3M |
| Osaic Holdings, Inc. | 0.05% | Add +6.3% | 216,692 | $21.1M |
| Heartwood Wealth Advisors LLC | 2.38% | Add +1.4% | 214,047 | $20.9M |
| GHP Investment Advisors, Inc. | 0.96% | Reduce -1.6% | 203,918 | $19.9M |
| NorthCoast Asset Management LLC | 0.10% | Reduce -0.0% | 198,584 | $19.4M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -3.0% | 198,544 | $19.4M |
| Cerity Partners LLC | 0.04% | Reduce -4.0% | 194,611 | $19.0M |
| World Investment Advisors | 0.49% | Add +2763.8% | 193,510 | $18.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.1% | 188,181 | $18.3M |
| MAI Capital Management | 0.13% | Reduce -0.4% | 179,349 | $17.5M |
| Cetera Investment Advisers | 0.03% | Add +90.5% | 179,124 | $17.5M |
| Probity Advisors, Inc. | 3.25% | Reduce -0.7% | 173,559 | $16.9M |
| Truist Financial Corp. | 0.03% | Reduce -10.4% | 171,913 | $16.8M |
| Savant Capital, LLC | 0.14% | Reduce -10.6% | 165,779 | $16.2M |
| Creative Planning | 0.01% | Reduce -0.8% | 160,908 | $15.7M |
| Waverly Advisors, LLC | 0.18% | Reduce -3.5% | 154,554 | $15.1M |
| Focus Partners Wealth | 0.04% | Reduce -0.3% | 149,104 | $14.5M |
| Moneta Group Investment Advisors LLC | 0.20% | Add +8.0% | 148,696 | $14.5M |
| Ellis Investment Partners, LLC | 2.99% | Reduce -5.0% | 148,358 | $14.5M |
| Phillips Financial Management, LLC | 0.99% | Reduce -7.3% | 131,502 | $12.8M |
| Keybank National Association | 0.05% | Add +1.3% | 130,568 | $12.7M |
| Michelson Medical Research Foundation, Inc. | 10.60% | New | 129,990 | $12.7M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -3.1% | 129,205 | $12.6M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -5.8% | 118,787 | $11.6M |
| Camarda Financial Advisors, LLC | 5.04% | Add +1553.5% | 114,721 | $11.2M |
| Financial Advisors Network, Inc. | 1.84% | Add +3.6% | 113,564 | $11.1M |
| Comerica Bank | 0.05% | Reduce -2.7% | 110,106 | $10.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +20.9% | 109,395 | $10.7M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +11.0% | 104,010 | $10.1M |
| Wealth Architects, LLC | 1.09% | Add +0.3% | 101,113 | $9.9M |
| Cibc World Market Inc. | 0.02% | Reduce -0.4% | 100,097 | $9.8M |
| Ethos Financial Group, LLC | 0.93% | New | 99,088 | $9.7M |
| Avantax Advisory Services, Inc. | 0.06% | Add +4.1% | 97,429 | $9.5M |
| Lansing Street Advisors | 3.15% | Add +3.4% | 96,557 | $9.4M |
| Two Sigma Investments, LP | 0.02% | New | 94,100 | $9.2M |
| Captrust Financial Advisors | 0.02% | Reduce -14.1% | 90,765 | $8.8M |
| RTD Financial Advisors, Inc. | 1.19% | Add +0.7% | 90,584 | $8.8M |
| Bokf, NA | 0.15% | Add +1.6% | 89,412 | $8.7M |
| Asset Management Group, Inc. | 1.60% | Reduce -0.6% | 88,865 | $8.7M |
| Lake Street Private Wealth, LLC | 1.42% | Add +3.3% | 88,622 | $8.6M |
| Lido Advisors, LLC | 0.05% | Reduce -32.1% | 87,848 | $8.6M |
| JFS Wealth Advisors, LLC | 0.56% | Reduce -4.9% | 84,784 | $8.3M |
| Home Federal Bank of Tennessee | 2.42% | Add +4.6% | 84,020 | $8.2M |
| Glenmede Trust Co. NA | 0.04% | Add +0.6% | 83,379 | $8.1M |
| One Day In July LLC | 0.80% | Reduce -2.7% | 82,275 | $8.0M |
| Asset Dedication, LLC | 0.65% | Reduce -5.3% | 81,663 | $8.0M |
| Sterling Financial Planning, Inc. | 2.83% | Reduce -1.1% | 80,080 | $7.8M |
| Pinnacle Financial Partners Inc | 0.16% | Add +5.4% | 79,329 | $7.8M |
| Sax Wealth Advisors, LLC | 0.55% | Reduce -0.8% | 79,045 | $7.7M |
| Ascension Capital Advisors, Inc. | 3.48% | New | 78,215 | $7.6M |
| Evanson Asset Management, LLC | 0.54% | Add +0.1% | 77,927 | $7.6M |
| US Bancorp \de | 0.01% | Reduce -0.8% | 77,363 | $7.5M |
| Councilor Wealth, LLC | 3.74% | Reduce -3.2% | 76,955 | $7.5M |
| Polianta Ltd | 3.52% | Add +13.7% | 74,800 | $7.3M |
| Family Firm, Inc. | 1.59% | Reduce -57.7% | 73,242 | $7.1M |
| Capital Advisors, Ltd. LLC | 0.94% | Reduce -3.5% | 73,160 | $7.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -2.6% | 72,440 | $7.1M |
| Sepio Capital, LP | 0.55% | Add +7.4% | 71,613 | $7.0M |
| Wilmington Savings Fund Society, FSB | 0.12% | Reduce -5.5% | 67,950 | $6.6M |
| Oxler Private Wealth LLC | 2.32% | Reduce -1.4% | 67,658 | $6.6M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -5.7% | 65,290 | $6.4M |
| Ifrah Financial Services, Inc. | 1.82% | Reduce -0.9% | 64,859 | $6.3M |
| Compound Planning, Inc. | 0.29% | Add +6.5% | 64,329 | $6.3M |
| Chicago Partners Investment Group LLC | 0.21% | Reduce -4.7% | 67,754 | $6.3M |
| Fifth Third Bancorp | 0.02% | Reduce -6.0% | 64,094 | $6.2M |
| Cassaday & Co Wealth Management LLC | 0.17% | Add +8.7% | 63,205 | $6.2M |
| NorthCrest Asset Manangement, LLC | 0.18% | Reduce -4.3% | 62,586 | $6.1M |
| AE Wealth Management LLC | 0.05% | Add +2089.8% | 61,797 | $6.0M |
| Integrated Wealth Concepts LLC | 0.07% | Add +16.7% | 61,662 | $6.0M |
| Allworth Financial LP | 0.03% | Reduce -0.6% | 65,034 | $6.0M |
| Mission Wealth Management, LP | 0.14% | New | 58,730 | $5.7M |
| Burns J W & Co. Inc. | 0.72% | Reduce -15.1% | 57,005 | $5.6M |
| Corient Private Wealth LP | 0.01% | Reduce -4.1% | 56,778 | $5.5M |
| Sims Investment Management, LLC | 2.45% | Reduce -1.2% | 56,324 | $5.5M |
| Ironwood Financial, llc | 1.18% | Reduce -1.8% | 56,267 | $5.5M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +8.1% | 55,401 | $5.4M |
| Courier Capital LLC | 0.35% | Add +2.7% | 55,112 | $5.4M |
| Stokes Family Office, LLC | 0.59% | Add +4.2% | 54,299 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Add +16.0% | 53,244 | $5.3M |
| First County Bank | 2.89% | Reduce -3.3% | 53,551 | $5.2M |
| Rodgers & Associates, LTD | 0.63% | Add +0.7% | 52,868 | $5.2M |
| Franklin Resources Inc. | 0.00% | Reduce -1.2% | 52,854 | $5.2M |
| Occidental Asset Management, LLC | 0.78% | No change | 52,827 | $5.1M |
| Code Waechter LLC | 4.22% | Add +6.9% | 52,622 | $5.1M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +1.8% | 52,088 | $5.1M |
| Cambridge Financial Group, LLC | 2.14% | Add +0.3% | 51,650 | $5.0M |
| Summit Financial Consulting LLC | 4.67% | — | 51,609 | $5.0M |
| Northeast Financial Consultants Inc | 0.22% | Reduce -2.4% | 51,551 | $5.0M |
| Castlekeep Investment Advisors LLC | 2.57% | Add +96.4% | 51,235 | $5.0M |
| Accretive Wealth Partners, LLC | 1.76% | Add +11.8% | 54,030 | $5.0M |
| Sowell Financial Services LLC | 0.23% | Add +3.0% | 51,096 | $5.0M |
| Quent Capital, LLC | 0.52% | Add +7.3% | 50,971 | $5.0M |
| Sigma Planning Corp | 0.15% | Add +0.1% | 49,718 | $4.8M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.3% | 49,484 | $4.8M |
| Salomon & Ludwin, LLC | 0.49% | Reduce -3.5% | 46,707 | $4.6M |
| Sonata Capital Group Inc. | 1.97% | Add +5.6% | 46,432 | $4.5M |
| Farther Finance Advisors, LLC | 0.11% | Add +84.3% | 46,036 | $4.5M |
| Crescent Grove Advisors, LLC | 0.47% | No change | 45,919 | $4.5M |
| Pittenger & Anderson Inc. | 0.16% | No change | 45,700 | $4.5M |
| Azimuth Capital Investment Management LLC | 0.18% | Reduce -2.3% | 45,536 | $4.4M |
| Level Four Advisory Services, LLC | 0.18% | No change | 45,417 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -88.7% | 45,200 | $4.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.11% | Add +4.0% | 45,141 | $4.4M |
| USA Financial Formulas | 0.72% | New | 44,550 | $4.3M |
| Lutz Financial Services LLC | 0.35% | Add +0.3% | 44,190 | $4.3M |
| DT Investment Partners, LLC | 0.41% | No change | 43,940 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -18.3% | 43,820 | $4.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.57% | Add +8.1% | 43,580 | $4.2M |
| Evensky & Katz LLC | 0.28% | Reduce -1.0% | 43,358 | $4.2M |
| Advisory Services Network, LLC | 0.08% | Reduce -3.1% | 43,290 | $4.2M |
| Parallel Advisors, LLC | 0.09% | Reduce -0.8% | 42,920 | $4.2M |
| Causey Wealth LLC | 2.32% | Reduce -16.5% | 42,607 | $4.2M |
| Clayton Financial Group LLC | 1.52% | Add +0.4% | 42,416 | $4.1M |
| Citadel Advisors | 0.00% | Add +483.3% | 42,208 | $4.1M |
| Clear Creek Financial Management, LLC | 0.42% | Reduce -59.6% | 41,996 | $4.1M |
| MML Investors Services, LLC | 0.01% | Reduce -16.7% | 41,455 | $4.0M |
| Eley Financial Management, Inc | 1.60% | Add +9.7% | 40,958 | $4.0M |
| Graves Light Lenhart Wealth, Inc. | 0.49% | Reduce -0.1% | 40,597 | $4.0M |
| Blue Edge Capital, LLC | 0.63% | Reduce -31.9% | 40,493 | $3.9M |
| Sequent Planning LLC | 1.41% | Add +9.3% | 40,215 | $3.9M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -12.7% | 40,127 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +0.1% | 40,095 | $3.9M |
| Natixis Advisors, LLC | 0.01% | Add +9.4% | 39,800 | $3.9M |
| First Citizens Financial Corp | 2.18% | Reduce -0.3% | 39,567 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.4% | 39,516 | $3.9M |
| Centerpoint Advisors, LLC | 1.42% | Reduce -1.0% | 39,432 | $3.8M |
| BKM Wealth Management, LLC | 1.57% | Reduce -0.9% | 39,002 | $3.8M |
| Fortress Financial Group, LLC | 3.78% | Add +4.3% | 38,880 | $3.8M |
| LTG Capital LLC | 3.46% | Reduce -5.5% | 38,878 | $3.8M |
| Avidian Wealth Enterprises, LLC | 0.17% | Reduce -3.4% | 38,680 | $3.8M |
| Birch Hill Investment Advisors LLC | 0.17% | Reduce -7.7% | 37,265 | $3.6M |
| 1834 Investment Advisors Co. | 0.47% | Reduce -3.8% | 37,093 | $3.6M |
| Greenleaf Trust | 0.03% | Reduce -18.6% | 36,194 | $3.5M |
| Elequin Capital, LP | 0.93% | New | 36,064 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -6.1% | 35,978 | $3.5M |
| St. Louis Trust Co | 0.50% | Add +0.0% | 35,639 | $3.5M |
| Texas Yale Capital Corp. | 0.14% | No change | 35,300 | $3.4M |
| Salus Financial Advisors, LLC | 2.57% | Add +5.4% | 34,847 | $3.4M |
| Tower Research Capital LLC (TRC) | 0.10% | Add +1963.3% | 34,561 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.4% | 32,913 | $3.2M |
| Broadview Financial Management, LLC | 2.32% | Reduce -0.7% | 31,956 | $3.1M |
| InvesTrust | 0.84% | Add +0.5% | 31,438 | $3.1M |
| Kraft, Davis & Associates, LLC | 0.98% | Add +17.1% | 34,143 | $3.0M |
| SOA Wealth Advisors, LLC. | 0.63% | Reduce -1.4% | 30,747 | $3.0M |
| Liberty Capital Management, Inc. | 0.66% | No change | 30,426 | $3.0M |
| UMB Bank, n.a. | 0.05% | Reduce -2.5% | 30,088 | $2.9M |
| Mainsail Financial Group, LLC | 1.59% | Add +4.7% | 28,747 | $2.8M |
| Sound Income Strategies, LLC | 0.16% | Add +24.0% | 28,539 | $2.8M |
| Abacus Planning Group, Inc. | 0.47% | Reduce -2.2% | 27,610 | $2.7M |
| Astra Wealth Partners LLC | 2.55% | Reduce -5.6% | 27,429 | $2.7M |
| Tortoise Investment Management, LLC | 0.27% | Reduce -2.1% | 27,032 | $2.6M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.9% | 26,923 | $2.6M |
| One Wealth Advisors, LLC | 0.39% | Add +0.3% | 26,759 | $2.6M |
| Ballentine Partners, LLC | 0.05% | Reduce -0.5% | 26,668 | $2.6M |
| Cardiff Park Advisors, LLC | 0.25% | Reduce -3.3% | 26,525 | $2.6M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -6.0% | 26,176 | $2.6M |
| Financial Counselors Inc. | 0.04% | Reduce -0.5% | 25,989 | $2.5M |
| Becker Capital Management Inc. | 0.08% | No change | 25,611 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.82% | No change | 22,970 | $2.5M |
| Neumann Capital Management, LLC | 0.86% | No change | 25,470 | $2.5M |
| Associated Banc-Corp | 0.08% | Reduce -0.3% | 25,398 | $2.5M |
| Summit Financial, LLC | 0.07% | Add +32.3% | 25,246 | $2.5M |
| MSH Capital Advisors LLC | 0.75% | No change | 24,746 | $2.4M |
| Northern Trust Corp. | 0.00% | Reduce -15.9% | 24,746 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +2.4% | 24,536 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +0.1% | 24,001 | $2.3M |
| Renaissance Technologies | 0.00% | Add +136.0% | 23,600 | $2.3M |
| Tiemann Investment Advisors, LLC | 1.04% | Reduce -0.4% | 23,590 | $2.3M |
| Sapient Capital LLC | 0.04% | Add +0.9% | 23,096 | $2.3M |
| ARK & TLK Investments, LLC | 0.79% | Add +0.1% | 22,957 | $2.2M |
| Quadcap Wealth Management, LLC | 0.32% | Reduce -7.6% | 22,818 | $2.2M |
| Oarsman Capital, Inc. | 0.40% | Reduce -7.9% | 22,795 | $2.2M |
| Inspire Trust Co, N.A. | 0.51% | Add +10.0% | 22,000 | $2.1M |
| Larson Financial Group LLC | 0.10% | Reduce -2.0% | 21,904 | $2.1M |
| Triangle Securities Wealth Management | 0.55% | Add +1.2% | 21,850 | $2.1M |
| Wesbanco Bank Inc. | 0.07% | Add +2.0% | 21,701 | $2.1M |
| Avior Wealth Management, LLC | 0.08% | Add +6.3% | 21,635 | $2.1M |
| Bridges Investment Management Inc. | 0.03% | Reduce -1.2% | 21,620 | $2.1M |
| PrairieView Partners, LLC | 0.22% | Reduce -2.0% | 21,199 | $2.1M |
| AtlasMark Financial, Inc | 1.90% | No change | 21,040 | $2.1M |
| IFP Advisors, Inc | 0.06% | Add +2.8% | 20,979 | $2.0M |
| Alpine Bank Wealth Management | 0.33% | — | 20,900 | $2.0M |
| Baring Financial LLC | 1.70% | Add +24.7% | 20,750 | $2.0M |
| LifeSteps Financial, Inc. | 1.63% | Add +5.6% | 20,581 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.5% | 20,507 | $2.0M |
| Taylor Financial Group, Inc. | 1.39% | Add +4.2% | 20,476 | $2.0M |
| Strive Asset Management, LLC | 1.36% | Reduce -25.1% | 20,125 | $2.0M |
| Modern Wealth Management, LLC | 0.06% | Add +332.7% | 20,110 | $2.0M |
| Soltis Investment Advisors LLC | 0.17% | Reduce -31.5% | 19,826 | $1.9M |
| First Merchants Corp. | 0.08% | Reduce -44.5% | 19,820 | $1.9M |
| Financial Advocates Investment Management | 0.14% | Reduce -5.3% | 19,813 | $1.9M |
| Independent Financial Group, LLC | 0.07% | Reduce -12.0% | 19,656 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.27% | Reduce -4.5% | 19,288 | $1.9M |
| First Heartland Consultants, Inc. | 0.19% | Reduce -12.6% | 18,654 | $1.8M |
| Goelzer Investment Management, Inc. | 0.10% | Add +0.1% | 18,591 | $1.8M |
| Sequent Asset Management, LLC | 1.00% | No change | 18,402 | $1.8M |
| Corepath Wealth Partners LLC | 1.69% | Reduce -2.1% | 19,979 | $1.8M |
| Stillwater Capital Advisors, LLC | 0.24% | Add +1.1% | 17,996 | $1.8M |
| Nwam LLC | 0.15% | Reduce -18.1% | 17,872 | $1.7M |
| Quadrature Capital Ltd | 0.04% | New | 17,830 | $1.7M |
| Citigroup Inc. | 0.00% | Add +30.3% | 17,774 | $1.7M |
| Harvest Investment Services, LLC | 0.47% | New | 17,447 | $1.7M |
| Advisor Resource Council | 0.13% | New | 17,073 | $1.7M |
| CoreCap Advisors, LLC | 0.07% | Add +68.4% | 16,760 | $1.6M |
| Ullmann Wealth Partners Group, LLC | 0.22% | Add +0.2% | 16,671 | $1.6M |
| Money Concepts Capital Corp. | 0.12% | New | 16,651 | $1.6M |
| First Hawaiian Bank | 0.23% | Reduce -7.5% | 16,483 | $1.6M |
| Cwm, LLC | 0.01% | Reduce -0.7% | 16,160 | $1.6M |
| Rovin Capital /Ut/ | 0.50% | Reduce -78.5% | 16,068 | $1.6M |
| Agf Management Ltd. | 0.01% | Reduce -9.1% | 16,025 | $1.6M |
| Physician Wealth Advisors, Inc. | 0.27% | Add +0.8% | 15,873 | $1.5M |
| Belpointe Asset Management LLC | 0.08% | New | 15,865 | $1.5M |
| Country Club Bank | 0.10% | Reduce -7.9% | 15,654 | $1.5M |
| Mather Group, Llc. | 0.02% | Add +21.2% | 15,486 | $1.5M |
| King Wealth Management Group | 0.22% | Reduce -1.6% | 15,137 | $1.5M |
| American Investment Services, Inc. | 0.26% | Add +0.2% | 14,929 | $1.5M |
| CM Wealth Advisors LLC | 0.46% | Reduce -4.4% | 14,899 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.4% | 14,829 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.8% | 14,548 | $1.4M |
| PKS Advisory Services, LLC | 0.38% | Add +4.2% | 14,391 | $1.4M |
| Zhang Financial LLC | 0.07% | Add +0.0% | 14,356 | $1.4M |
| Cranbrook Wealth Management, LLC | 0.32% | No change | 14,349 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,156 | $1.4M |
| Lee, Kelleher & Klein Wealth Management | 1.01% | No change | 14,148 | $1.4M |
| Tiaa Trust, National Association | 0.00% | Reduce -10.3% | 14,082 | $1.4M |
| StoneX Group Inc. | 0.08% | Reduce -3.0% | 14,079 | $1.4M |
| Pacific Financial Group Inc. | 1.11% | Reduce -2.4% | 14,064 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.13% | Reduce -0.5% | 14,004 | $1.4M |
| Tobias Financial Advisors, Inc. | 0.27% | Reduce -0.1% | 14,001 | $1.4M |
| City Holding Co. | 0.19% | No change | 13,955 | $1.4M |
| CFC Planning Co LLC | 1.47% | New | 13,844 | $1.3M |
| Parkside Financial Bank & Trust | 0.17% | Reduce -0.7% | 13,838 | $1.3M |
| Hurley Capital, LLC | 1.02% | Add +8.5% | 13,834 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -52.5% | 13,829 | $1.3M |
| GFS Advisors, LLC | 0.27% | No change | 13,657 | $1.3M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -0.4% | 13,414 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.0% | 13,327 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Reduce -84.8% | 13,272 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 12,905 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -16.8% | 12,829 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Add +3.6% | 12,760 | $1.2M |
| Operose Advisors LLC | 0.41% | Reduce -0.3% | 12,758 | $1.2M |
| Park Place Capital Corp | 0.33% | Reduce -5.7% | 12,419 | $1.2M |
| Thomasville National Bank | 0.09% | Reduce -6.6% | 12,288 | $1.2M |
| Buck Wealth Strategies, LLC | 0.22% | New | 12,194 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Add +12.3% | 12,179 | $1.2M |
| Tompkins Financial Corp. | 0.11% | No change | 12,046 | $1.2M |
| Capital Analysts, LLC | 0.04% | Add +7.3% | 12,011 | $1.2M |
| Ehrlich Financial Group | 0.85% | Add +7.5% | 11,960 | $1.2M |
| MCF Advisors LLC | 0.08% | Add +0.0% | 11,941 | $1.2M |
| Argent Trust Co | 0.05% | Add +19.9% | 11,895 | $1.2M |
| FAS Wealth Partners, Inc. | 0.09% | Reduce -2.9% | 11,721 | $1.1M |
| Choreo, LLC | 0.02% | Reduce -0.7% | 11,703 | $1.1M |
| GC Wealth Management RIA, LLC | 0.21% | Reduce -13.6% | 11,631 | $1.1M |
| Bragg Financial Advisors, Inc | 0.05% | Add +0.7% | 11,428 | $1.1M |
| Smith Anglin Financial, LLC | 0.12% | Reduce -10.6% | 11,396 | $1.1M |
| Versant Capital Management, Inc | 0.18% | Add +0.4% | 11,186 | $1.1M |
| Columbia Bank | 0.38% | Reduce -5.6% | 11,127 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.7% | 10,998 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +25.8% | 10,967 | $1.1M |
| Dentgroup LLC | 0.79% | Reduce -1.2% | 10,876 | $1.1M |
| Morris Financial Concepts, Inc. | 0.44% | Reduce -8.6% | 10,759 | $1.0M |
| Campion Asset Management | 0.80% | Reduce -1.4% | 10,663 | $1.0M |
| &partners | 0.01% | Add +22.4% | 10,640 | $1.0M |
| Juncture Wealth Strategies, LLC | 0.40% | Reduce -3.8% | 10,567 | $1.0M |
| Nalls Sherbakoff Group, LLC | 0.83% | — | 10,482 | $1.0M |
| Blair William & Co. | 0.00% | Reduce -1.8% | 10,425 | $1.0M |
| TD Private Client Wealth LLC | 0.03% | Add +2.0% | 10,357 | $1.0M |
| 3Chopt Investment Partners, LLC | 0.26% | No change | 10,329 | $1.0M |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 10,300 | $1.0M |
| Renasant Bank | 0.67% | Reduce -4.6% | 10,299 | $1.0M |
| Everest Private Wealth | 0.91% | No change | 10,283 | $1.0M |
| Planning Alternatives Ltd. | 0.15% | No change | 10,251 | $999K |
| Alliancebernstein L.P. | 0.00% | Add +0.5% | 10,151 | $990K |
| Independent Family Office, LLC | 0.52% | No change | 10,080 | $983K |
| IHT Wealth Management, LLC | 0.03% | Reduce -27.5% | 10,020 | $977K |
| PBMares Wealth Management LLC | 0.19% | Reduce -1.0% | 9,969 | $972K |
| Bangor Savings Bank | 0.09% | No change | 9,845 | $960K |
| Crestwood Advisors Group, LLC | 0.02% | Add +0.6% | 9,803 | $956K |
| American National Bank & Trust | 0.11% | No change | 9,800 | $955K |
| Hazlett, Burt & Watson, Inc. | 0.42% | Add +16.6% | 9,601 | $937K |
| Pinkerton Wealth, LLC | 0.12% | Add +70.3% | 9,579 | $934K |
| Wealth Management Partners, LLC | 0.43% | Reduce -2.9% | 9,571 | $933K |
| Roberts Financial Services LLC | 0.18% | Reduce -9.3% | 9,532 | $929K |
| Willow Creek Wealth Management Inc. | 0.09% | No change | 9,496 | $926K |
| Bruce G. Allen Investments, LLC | 0.73% | Add +16.6% | 9,424 | $919K |
| SigFig Wealth Management, LLC | 0.03% | Add +8.9% | 9,422 | $916K |
| Peregrine Asset Advisers, Inc. | 0.34% | Reduce -2.1% | 9,381 | $914K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.4% | 10,905 | $911K |
| Acas, LLC | 0.69% | Reduce -4.2% | 9,866 | $908K |
| Regal Investment Advisors LLC | 0.07% | Add +5.0% | 9,234 | $900K |
| Commerce Bank | 0.01% | Reduce -1.4% | 9,095 | $887K |
| Intergy Private Wealth, LLC | 0.34% | Add +2.0% | 9,056 | $883K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.36% | Add +20.9% | 10,062 | $875K |
| Ritter Daniher Financial Advisory LLC / DE | 0.24% | Reduce -6.7% | 8,888 | $866K |
| SCS Capital Management LLC | 0.01% | New | 8,752 | $853K |
| Mandatum Life Insurance Co Ltd | 0.26% | No change | 8,712 | $849K |
| Squire Investment Management Company, LLC | 0.35% | No change | 8,693 | $847K |
| VAUGHAN & Co SECURITIES, INC. | 0.52% | Reduce -0.8% | 8,633 | $842K |
| Equitable Trust Co. | 0.05% | No change | 8,588 | $837K |
| Christensen, King & Associates Investment Services, Inc. | 0.40% | Add +1.7% | 8,357 | $836K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 8,567 | $835K |
| Claro Advisors Inc. | 0.11% | Reduce -3.0% | 8,381 | $817K |
| Dumont & Blake Investment Advisors LLC | 0.23% | No change | 8,249 | $804K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.1% | 8,234 | $803K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -0.4% | 8,221 | $801K |
| Atria Investments, Inc | 0.01% | New | 8,120 | $792K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.6% | 7,997 | $780K |
| Thompson Investment Management, Inc. | 0.12% | Add +2.1% | 7,983 | $778K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -0.4% | 7,972 | $777K |
| WealthShield Partners, LLC | 0.10% | No change | 7,959 | $776K |
| High Net Worth Advisory Group LLC | 0.22% | No change | 7,900 | $770K |
| Sprinkle Financial Consultants LLC | 0.48% | Add +0.4% | 7,828 | $763K |
| Blackston Financial Advisory Group, LLC | 0.51% | Reduce -7.2% | 7,741 | $755K |
| Brighton Jones LLC | 0.02% | Add +0.4% | 7,721 | $753K |
| Cahill Financial Advisors Inc. | 0.10% | Add +0.0% | 7,711 | $752K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -7.7% | 7,704 | $751K |
| Financial Partners Group, Inc | 0.11% | Add +0.2% | 7,633 | $744K |
| Vickerman Investment Advisors, Inc. | 0.17% | No change | 7,567 | $738K |
| Forum Private Client Group LLC | 0.32% | Reduce -2.5% | 7,505 | $732K |
| Principal Securities, Inc. | 0.02% | Add +0.5% | 6,736 | $732K |
| Spire Wealth Management | 0.02% | No change | 7,451 | $726K |
| Nikulski Financial, Inc. | 0.22% | No change | 7,435 | $725K |
| Aft, Forsyth & Company, Inc. | 0.38% | Add +0.1% | 7,287 | $710K |
| AQR Capital Management | 0.00% | Add +189.9% | 7,247 | $706K |
| Wedmont Private Capital | 0.04% | Add +87.1% | 7,979 | $694K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21.8% | 7,109 | $693K |
| Novak & Powell Financial Services, Inc. | 0.42% | Reduce -14.6% | 6,935 | $676K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 6,903 | $673K |
| Quarry Hill Advisors, LLC | 0.44% | No change | 6,890 | $672K |
| Ieq Capital, LLC | 0.01% | Add +0.7% | 6,870 | $670K |
| Ameritas Advisory Services, LLC | 0.03% | Add +3.2% | 6,558 | $666K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.2% | 6,796 | $662K |
| Market Street Wealth Management Advisors LLC | 0.11% | Reduce -0.3% | 6,758 | $659K |
| Atlas Capital Advisors Inc. | 0.08% | No change | 6,756 | $659K |
| Apella Capital, LLC | 0.02% | Add +1.2% | 7,176 | $651K |
| Mystic Asset Management, Inc. | 0.17% | Reduce -1.0% | 6,635 | $647K |
| Sachem Hill LLC | 0.13% | Reduce -0.5% | 6,547 | $638K |
| TAGStone Capital, Inc. | 0.31% | Add +3.0% | 6,537 | $637K |
| Cambridge Capital Management, LLC | 0.40% | Add +0.4% | 6,479 | $632K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +39.5% | 6,433 | $627K |
| World Equity Group, Inc. | 0.18% | New | 6,375 | $621K |
| Watts Gwilliam & Co., LLC | 0.13% | Reduce -3.0% | 6,305 | $615K |
| Heritage Wealth Advisors | 0.03% | No change | 6,270 | $611K |
| Center for Financial Planning, Inc. | 0.08% | No change | 6,242 | $608K |
| TrinityBridge Ltd | 0.02% | No change | 6,201 | $605K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.6% | 6,182 | $603K |
| Anchor Investment Management, LLC | 0.06% | No change | 6,164 | $601K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 6,138 | $598K |
| CW Advisors, LLC | 0.01% | Add +16.3% | 6,060 | $593K |
| Hancock Whitney Corp. | 0.02% | Add +58.6% | 6,070 | $592K |
| Newton One Investments LLC | 0.21% | Add +0.4% | 6,064 | $591K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 6,060 | $591K |
| Busey Bank | 0.02% | No change | 6,037 | $588K |
| Colonial Trust Co / SC | 0.09% | Reduce -7.3% | 6,000 | $585K |
| Patton Albertson Miller Group, LLC | 0.09% | No change | 5,990 | $584K |
| Financial Alternatives, Inc | 0.41% | No change | 5,970 | $582K |
| Beaird Harris Wealth Management, LLC | 0.05% | Reduce -0.4% | 5,944 | $579K |
| Financial Strategies Group, Inc. | 0.14% | Add +30.4% | 6,568 | $576K |
| Vestia Personal Wealth Advisors | 0.45% | Add +1.4% | 5,892 | $574K |
| Essex Financial Services, Inc. | 0.04% | Reduce -4.5% | 5,887 | $574K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +9.9% | 5,869 | $572K |
| Spectrum Wealth Counsel, LLC | 0.07% | No change | 5,855 | $571K |
| Clearstead Advisors, LLC | 0.01% | Reduce -12.7% | 5,821 | $567K |
| JNBA Financial Advisors | 0.06% | Reduce -5.5% | 5,781 | $563K |
| Wealth Quarterback LLC | 0.32% | Reduce -92.0% | 5,778 | $563K |
| Kendall Capital Management | 0.16% | Reduce -3.5% | 5,742 | $560K |
| Elevation Wealth Partners, LLC | 0.24% | Add +0.3% | 5,736 | $559K |
| Vicus Capital | 0.05% | Reduce -14.0% | 5,734 | $559K |
| Valley Forge Investment Consultants Inc. Adv | 0.20% | No change | 5,724 | $558K |
| Stephens Inc. | 0.01% | Reduce -29.0% | 5,688 | $554K |
| Hubbell Strickland Wealth Management, LLC | 0.26% | Reduce -5.7% | 5,676 | $553K |
| Mutual Advisors, LLC | 0.02% | Reduce -88.1% | 6,016 | $550K |
| Creative Financial Designs Inc. | 0.04% | Add +0.6% | 5,606 | $546K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -1.3% | 5,595 | $545K |
| Enclave Advisors LLC | 0.09% | Reduce -32.1% | 5,583 | $544K |
| Meredith Wealth Planning | 0.24% | Reduce -0.7% | 5,565 | $542K |
| Panoramic Investment Advisors, LLC | 0.36% | No change | 5,480 | $534K |
| Leo Wealth, LLC | 0.08% | Add +0.2% | 5,430 | $529K |
| Strategic Blueprint, LLC | 0.03% | Reduce -43.6% | 5,426 | $529K |
| First Trust Advisors LP | 0.00% | Add +9.7% | 5,410 | $527K |
| Accelerate Investment Advisors LLC | 0.44% | Add +0.3% | 5,401 | $527K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.7% | 5,386 | $525K |
| Sage Mountain Advisors LLC | 0.04% | No change | 5,344 | $521K |
| Northwest Wealth Management, LLC | 0.10% | Add +0.1% | 5,334 | $520K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.4% | 5,295 | $516K |
| Awm Capital, LLC | 0.06% | No change | 5,266 | $513K |
| Ground Swell Capital, LLC | 1.20% | New | 5,257 | $512K |
| Betterment LLC | 0.00% | Add +6.6% | 5,250 | $512K |
| Cozad Asset Management Inc. | 0.05% | Reduce -3.0% | 5,241 | $511K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -7.5% | 5,239 | $511K |
| Barrett & Company, Inc. | 0.22% | Add +1.7% | 5,192 | $506K |
| Sage Financial Group Inc. | 0.04% | Add +2.5% | 5,169 | $504K |
| Pure Financial Advisors, LLC | 0.01% | Add +3.9% | 5,157 | $503K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -11.8% | 5,134 | $500K |
| Cottage Street Advisors LLC | 0.25% | No change | 5,114 | $498K |
| Presilium Private Wealth, LLC | 0.11% | Reduce -30.5% | 5,089 | $496K |
| Finley Financial, LLC | 0.28% | Add +1.7% | 5,340 | $494K |
| Richwood Investment Advisors, LLC | 0.42% | Reduce -7.3% | 5,043 | $492K |
| Conning Inc. | 0.02% | No change | 5,041 | $491K |
| Quantinno Capital Management LP | 0.00% | Add +36.3% | 5,014 | $489K |
| Valley Wealth Managers, Inc. | 0.04% | Reduce -8.2% | 4,946 | $482K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -2.4% | 4,937 | $481K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -1.6% | 4,933 | $481K |
| SkyOak Wealth, LLC | 0.10% | No change | 4,911 | $479K |
| Integras Partners LLC | 0.46% | Reduce -44.0% | 4,877 | $475K |
| Cypress Financial Planning LLC | 0.17% | Reduce -1.3% | 4,861 | $474K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.8% | 4,780 | $466K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +4.8% | 4,767 | $465K |
| Retirement Planning Co of New England, Inc. | 0.23% | No change | 4,753 | $463K |
| Beckerman Institutional, LLC | 0.34% | Add +15.5% | 4,752 | $463K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | Add +0.3% | 4,734 | $461K |
| Key Financial Inc | 0.10% | Reduce -2.4% | 4,728 | $461K |
| Financial Advisory Corp | 0.08% | Add +0.1% | 4,679 | $456K |
| D. E. Shaw & Co. | 0.00% | New | 4,655 | $454K |
| D.A. Davidson & Co. | 0.00% | Reduce -18.0% | 4,636 | $452K |
| Bfsg, LLC | 0.05% | No change | 4,585 | $447K |
| Breakwater Capital Group | 0.08% | Add +2.2% | 4,559 | $444K |
| Quadrant Private Wealth Management, LLC | 0.11% | Reduce -12.9% | 4,557 | $444K |
| Shoker Investment Counsel, Inc. | 0.15% | No change | 4,543 | $443K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -18.7% | 4,477 | $436K |
| Founders Grove Wealth Partners, LLC | 0.12% | Add +5.5% | 4,470 | $436K |
| Moloney Securities Asset Management, LLC | 0.06% | Add +9.3% | 4,461 | $435K |
| Pure Portfolios Holdings LLC | 0.16% | Add +0.7% | 4,457 | $435K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -27.6% | 4,442 | $433K |
| IFG Advisors, LLC | 0.08% | Reduce -4.8% | 4,414 | $430K |
| SOL Capital Management CO | 0.05% | No change | 4,365 | $426K |
| Trail Ridge Investment Advisors, LLC | 0.22% | Reduce -0.3% | 4,363 | $425K |
| NorthLanding Financial Partners, LLC | 0.42% | Reduce -2.9% | 4,356 | $425K |
| First Financial Bank - Trust Division | 0.04% | Reduce -60.1% | 4,336 | $423K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +0.0% | 4,321 | $421K |
| Uptown Financial Advisors LLC | 0.43% | No change | 4,291 | $418K |
| Vista Capital Partners, Inc. | 0.05% | No change | 4,284 | $418K |
| Tarbox Family Office, Inc. | 0.07% | New | 4,281 | $417K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -10.3% | 4,275 | $417K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -20.1% | 4,247 | $414K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 4,243 | $414K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -4.8% | 4,223 | $412K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Add +3.7% | 4,195 | $409K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -26.2% | 4,182 | $408K |
| Bessemer Group Inc. | 0.00% | Add +43.0% | 4,171 | $407K |
| LJI Wealth Management, LLC | 0.08% | Reduce -1.1% | 4,156 | $405K |
| Arkadios Wealth Advisors | 0.02% | Reduce -6.9% | 4,155 | $405K |
| Index Fund Advisors, Inc. | 0.03% | Add +0.3% | 4,140 | $404K |
| Lane & Associates LLC | 0.22% | Add +0.3% | 4,100 | $400K |
| Maple Capital Management, Inc. | 0.03% | No change | 3,995 | $389K |
| Fiduciary Advisors, Inc. | 0.38% | Add +0.8% | 3,989 | $389K |
| SYM FINANCIAL Corp | 0.05% | No change | 3,968 | $387K |
| Valley National Advisers Inc. | 0.07% | No change | 3,962 | $386K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +6.7% | 3,956 | $385K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -92.5% | 3,944 | $384K |
| Wedbush Securities Inc. | 0.01% | Add +5.2% | 3,909 | $381K |
| GWN Securities Inc. | 0.02% | Add +33.0% | 3,853 | $376K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 3,842 | $375K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | No change | 3,806 | $371K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -5.5% | 3,797 | $370K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 3,758 | $366K |
| Savvy Advisors, Inc. | 0.04% | Add +2.2% | 3,718 | $362K |
| SouthState Bank Corp | 0.02% | Add +22.1% | 3,687 | $359K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -5.3% | 3,658 | $357K |
| JSF Financial, LLC | 0.09% | Reduce -1.7% | 3,655 | $356K |
| Dakota Wealth Management | 0.01% | Add +1.8% | 3,635 | $354K |
| Pacific Sun Financial Corp | 0.20% | Reduce -1.1% | 3,630 | $354K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -3.4% | 3,606 | $352K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.1% | 3,601 | $351K |
| Keystone Wealth Services, LLC | 0.09% | Add +0.0% | 3,590 | $350K |
| Mayport, LLC | 0.10% | Add +0.0% | 3,574 | $348K |
| Sage Capital Management, LLC | 0.19% | Add +0.3% | 3,573 | $348K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 3,530 | $344K |
| Inlight Wealth Management, LLC | 0.21% | No change | 3,528 | $344K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -28.3% | 3,509 | $342K |
| Whittier Trust Co. | 0.00% | No change | 3,482 | $339K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -32.3% | 3,473 | $339K |
| Altiora Financial Group, LLC | 0.07% | No change | 3,466 | $338K |
| Clark Capital Management Group, Inc. | 0.00% | New | 3,460 | $337K |
| Marion Wealth Management | 0.09% | No change | 3,449 | $336K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -0.7% | 3,433 | $335K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -6.5% | 3,423 | $334K |
| Insight Inv LLC | 0.23% | No change | 3,371 | $329K |
| Smart Portfolios, LLC | 0.36% | Reduce -4.9% | 3,359 | $327K |
| Montecito Bank & Trust | 0.06% | No change | 3,325 | $324K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +0.9% | 3,308 | $322K |
| Wealth Dimensions Group, Ltd. | 0.08% | No change | 3,301 | $322K |
| Fiducient Advisors LLC | 0.04% | Add +7.4% | 3,280 | $320K |
| New Republic Capital, LLC | 0.14% | New | 3,258 | $318K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 3,244 | $316K |
| Compass Ion Advisors, LLC | 0.04% | Add +0.1% | 3,214 | $313K |
| Cim, LLC | 0.05% | Reduce -1.4% | 3,187 | $311K |
| TrueWealth Advisors, LLC | 0.10% | Add +8.5% | 3,181 | $310K |
| Fulton Bank, N.A. | 0.01% | Reduce -10.6% | 3,169 | $309K |
| Carolinas Wealth Consulting LLC | 0.07% | No change | 3,132 | $305K |
| Lester Murray Antman dba SimplyRich | 0.09% | No change | 3,102 | $302K |
| Summit Global Investments | 0.02% | No change | 3,085 | $301K |
| Avion Wealth | 0.08% | No change | 2,771 | $300K |
| NorthRock Partners, LLC | 0.01% | Reduce -41.3% | 3,059 | $298K |
| AdvisorNet Financial, Inc | 0.02% | Add +12.2% | 3,055 | $298K |
| BNP Paribas Financial Markets | 0.00% | Add +26.8% | 3,032 | $296K |
| Howe & Rusling Inc. | 0.02% | Add +0.5% | 3,032 | $296K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +15.3% | 2,990 | $291K |
| Stonebridge Financial Planning Group, LLC | 0.13% | Reduce -13.2% | 2,984 | $291K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 2,980 | $291K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -40.4% | 2,945 | $287K |
| Aegis Wealth Management LLC | 0.17% | No change | 2,925 | $285K |
| Fiduciary Trust Co | 0.00% | Add +32.8% | 2,918 | $284K |
| Willner & Heller, LLC | 0.26% | Reduce -13.0% | 2,905 | $283K |
| Element Wealth, LLC | 0.15% | Reduce -5.9% | 2,885 | $281K |
| Mma Asset Management LLC | 0.12% | Reduce -1.0% | 2,877 | $280K |
| Bensler, LLC | 0.03% | No change | 2,862 | $279K |
| KPP Advisory Services LLC | 0.05% | New | 2,831 | $276K |
| Curated Wealth Partners LLC | 0.04% | Reduce -14.6% | 2,819 | $275K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,788 | $272K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.7% | 2,777 | $271K |
| Venture Visionary Partners LLC | 0.01% | No change | 2,761 | $269K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 2,756 | $269K |
| HRT Financial LP | 0.00% | New | 2,769 | $269K |
| Global Trust Asset Management, LLC | 0.16% | Reduce -7.4% | 2,751 | $268K |
| Mullaney, Keating & Wright, Inc. | 0.18% | Reduce -0.3% | 2,734 | $267K |
| Dynamic Financial Group | 0.27% | No change | 2,724 | $266K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 2,721 | $265K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -12.1% | 2,721 | $265K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 2,702 | $263K |
| Warner Financial, Inc. | 0.12% | Add +0.1% | 2,696 | $263K |
| MV Capital Management, Inc. | 0.03% | Reduce -5.5% | 2,669 | $260K |
| Moors & Cabot, Inc. | 0.01% | Reduce -11.4% | 2,665 | $260K |
| Greenup Street Wealth Management LLC | 0.05% | Add +34.0% | 2,661 | $259K |
| Founders Financial Securities LLC | 0.02% | Reduce -1.8% | 2,780 | $255K |
| Quadrant Capital Group LLC | 0.01% | Add +11.8% | 2,605 | $254K |
| Life Planning Partners, Inc | 0.23% | No change | 2,596 | $253K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.0% | 2,816 | $252K |
| Mechanics Financial Corp | 0.11% | No change | 2,576 | $251K |
| Prostatis Group LLC | 0.08% | Add +37.3% | 2,570 | $251K |
| Pinnacle Financial Group, LLC / IL | 0.09% | New | 2,568 | $250K |
| Atlantic Edge Private Wealth Management, LLC | 0.08% | No change | 2,566 | $250K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 2,526 | $246K |
| American Financial Advisors, LLC | 0.04% | Add +5.3% | 2,504 | $244K |
| Townsquare Capital LLC | 0.00% | Add +4.0% | 2,501 | $244K |
| Greenspring Advisors, LLC | 0.06% | Reduce -44.5% | 2,469 | $241K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 2,458 | $240K |
| Hardin Capital Partners, LLC | 0.15% | Add +3.9% | 2,453 | $239K |
| Boston Family Office LLC | 0.02% | Reduce -12.1% | 2,453 | $239K |
| MidAtlantic Capital Management, Inc. | 0.19% | Add +0.0% | 2,433 | $237K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.9% | 2,420 | $236K |
| BLKBRD Asset Management, LP | 0.28% | New | 2,402 | $234K |
| Gen-Wealth Partners Inc | 0.10% | Add +11.0% | 2,394 | $233K |
| Victory Financial Group, LLC | 0.04% | Add +7.2% | 2,394 | $233K |
| Financial Perspectives, Inc | 0.08% | Reduce -11.2% | 2,359 | $230K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -36.3% | 2,332 | $227K |
| HB Wealth Management, LLC | 0.00% | No change | 2,329 | $227K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 2,309 | $225K |
| Sandy Spring Bank | 0.01% | Add +0.2% | 2,305 | $225K |
| Morton Brown Family Wealth, LLC | 0.08% | No change | 2,304 | $225K |
| Marco Investment Management LLC | 0.02% | No change | 2,292 | $223K |
| Team Hewins, LLC | 0.09% | No change | 2,280 | $222K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,250 | $219K |
| Foster & Motley Inc. | 0.01% | No change | 2,240 | $218K |
| CogentBlue Wealth Advisors, LLC | 0.19% | Reduce -0.5% | 2,230 | $217K |
| Cosner Financial Group, LLC | 0.13% | Reduce -0.9% | 2,223 | $217K |
| Keener Financial Planning LLC | 0.14% | No change | 2,225 | $216K |
| Integrated Investment Consultants, LLC | 0.04% | Add +8.2% | 2,206 | $215K |
| Fortune Financial Advisors, LLC | 0.19% | New | 2,202 | $215K |
| Peak Asset Management, LLC | 0.04% | No change | 2,200 | $214K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,183 | $213K |
| Axis Wealth Partners, LLC | 0.16% | New | 2,180 | $212K |
| Foundation Wealth Management, LLC\PA | 0.10% | No change | 2,164 | $211K |
| Evoke Wealth, LLC | 0.01% | No change | 2,163 | $211K |
| Old Mission Capital LLC | 0.00% | New | 2,155 | $210K |
| Weil Company, Inc. | 0.06% | Reduce -7.7% | 2,154 | $210K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.1% | 2,134 | $208K |
| Guidance Point Advisors, LLC | 0.06% | Add +0.3% | 2,132 | $208K |
| CGC Financial Services, LLC | 0.08% | Reduce -6.5% | 2,126 | $207K |
| Allegheny Financial Group | 0.05% | New | 2,122 | $207K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,116 | $206K |
| Philip James Wealth Mangement, LLC | 0.03% | Reduce -6.3% | 2,114 | $206K |
| Park Avenue Securities LLC | 0.00% | New | 2,098 | $205K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,100 | $205K |
| Next Capital Management LLC | 0.10% | New | 2,098 | $205K |
| NDWM LLC | 0.20% | Reduce -93.1% | 2,083 | $203K |
| Painted Porch Advisors LLC | 0.08% | No change | 2,050 | $200K |
| TD Waterhouse Canada Inc. | 0.00% | Add +400.0% | 2,000 | $195K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,929 | $188K |
| Coastline Trust Co | 0.02% | Reduce -2.5% | 1,912 | $186K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.4% | 1,859 | $181K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 1,856 | $181K |
| NBT Bank, N.A. | 0.01% | Reduce -2.3% | 1,796 | $175K |
| AllSquare Wealth Management LLC | 0.10% | No change | 1,782 | $174K |
| Assetmark, Inc. | 0.00% | Add +8.4% | 1,762 | $172K |
| Garde Capital, Inc. | 0.01% | No change | 1,715 | $167K |
| Oakworth Capital, Inc. | 0.01% | Add +20.4% | 1,712 | $167K |
| ORG Partners LLC | 0.04% | Reduce -2.7% | 1,691 | $165K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,660 | $162K |
| Arcadia Investment Advisors LLC | 0.08% | Reduce -17.4% | 1,538 | $150K |
| VSM Wealth Advisory, LLC | 0.05% | Add +0.1% | 1,529 | $149K |
| Winthrop Capital Management, LLC | 0.04% | No change | 1,524 | $149K |
| New Age Alpha Advisors, LLC | 0.01% | New | 1,500 | $146K |
| Financial Life Planners | 0.14% | Reduce -12.4% | 1,476 | $144K |
| Westside Investment Management, Inc. | 0.03% | Reduce -26.0% | 1,426 | $139K |
| Horizon Investments, LLC | 0.00% | Reduce -20.1% | 1,416 | $138K |
| Aptus Capital Advisors, LLC | 0.00% | Add +60.4% | 1,383 | $135K |
| Rise Advisors, LLC | 0.06% | Add +0.4% | 1,357 | $132K |
| Archer Investment Corp | 0.03% | Reduce -1.8% | 1,307 | $127K |
| Investment Research & Advisory Group, Inc. | 0.05% | No change | 1,294 | $126K |
| Dogwood Wealth Management LLC | 0.07% | Add +0.1% | 1,281 | $125K |
| Salem Investment Counselors Inc. | 0.00% | Add +47.9% | 1,275 | $124K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,271 | $124K |
| LRI Investments, LLC | 0.01% | No change | 1,260 | $123K |
| Copia Wealth Management | 0.11% | Add +2.5% | 1,255 | $122K |
| Hollencrest Capital Management | 0.01% | No change | 1,250 | $122K |
| Evergreen Private Wealth LLC | 0.06% | Reduce -5.8% | 1,212 | $118K |
| Webster Bank, N. A. | 0.01% | No change | 1,203 | $117K |
| HM Payson & Co. | 0.00% | No change | 1,198 | $117K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,185 | $115K |
| Blue Trust, Inc. | 0.00% | No change | 1,176 | $115K |
| Longview Financial Advisors LLC | 0.08% | No change | 1,173 | $114K |
| Geneos Wealth Management Inc. | 0.00% | Add +77.9% | 1,137 | $111K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 1,096 | $107K |
| Arlington Trust Co LLC | 0.02% | No change | 1,090 | $106K |
| Continuum Advisory, LLC | 0.01% | No change | 1,088 | $106K |
| Cordant, Inc. | 0.05% | No change | 984 | $96K |
| N.E.W. Advisory Services LLC | 0.01% | New | 972 | $95K |
| Hemington Wealth Management | 0.01% | Add +0.2% | 966 | $94K |
| Harbour Investments, Inc. | 0.00% | Add +3.6% | 959 | $93K |
| Deutsche Bank AG | 0.00% | No change | 955 | $93K |
| Private Trust Co. NA | 0.01% | Add +18.0% | 923 | $90K |
| BlackRock, Inc. | 0.00% | Reduce -5.3% | 923 | $90K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 922 | $90K |
| Grove Bank & Trust | 0.01% | No change | 900 | $88K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -1.1% | 865 | $84K |
| CarsonAllaria Wealth Management, Ltd. | 0.05% | Add +46.6% | 833 | $81K |
| Tidemark, LLC | 0.03% | No change | 820 | $80K |
| Orion Capital Management LLC | 0.03% | No change | 804 | $78K |
| Synergy Investment Management, LLC | 0.03% | Reduce -48.0% | 746 | $73K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 694 | $68K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 691 | $67K |
| Cape Investment Advisory, Inc. | 0.03% | Add +0.1% | 668 | $65K |
| Concord Wealth Partners | 0.01% | Add +0.5% | 664 | $65K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -13.0% | 661 | $64K |
| Country Trust Bank | 0.00% | No change | 659 | $64K |
| Smithfield Trust Co | 0.00% | No change | 668 | $64K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -25.5% | 644 | $63K |
| Rothschild Investment LLC | 0.00% | No change | 644 | $63K |
| Johnson Financial Group, Inc. | 0.00% | No change | 618 | $60K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 550 | $60K |
| Kings Path Partners LLC | 0.03% | No change | 608 | $59K |
| Colonial Trust Advisors | 0.01% | No change | 608 | $59K |
| Crowley Wealth Management, Inc. | 0.06% | No change | 604 | $59K |
| Qube Research & Technologies Ltd | 0.00% | Add +29650.0% | 595 | $58K |
| GAMMA Investing LLC | 0.00% | Add +18.4% | 593 | $58K |
| Montag A & Associates Inc. | 0.00% | No change | 567 | $55K |
| CENTRAL TRUST Co | 0.00% | No change | 559 | $54K |
| Powell Investment Advisors, LLC | 0.03% | No change | 533 | $52K |
| Topsail Wealth Management, LLC | 0.01% | No change | 532 | $52K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 526 | $51K |
| Russell Investments Group, Ltd. | 0.00% | Add +162.8% | 523 | $51K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -90.2% | 512 | $50K |
| FSC Wealth Advisors, LLC | 0.03% | Add +205.0% | 485 | $47K |
| Granite Investment Partners, LLC | 0.00% | No change | 481 | $47K |
| Trust Co. of Vermont | 0.00% | New | 474 | $46K |
| Fairman Group, LLC | 0.04% | No change | 404 | $44K |
| Front Row Advisors LLC | 0.02% | No change | 450 | $44K |
| Creekmur Asset Management LLC | 0.01% | Reduce -4.5% | 444 | $43K |
| SIMA Wealth Partners, LLC | 0.04% | No change | 440 | $43K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 436 | $43K |
| Brooklyn Investment Group | 0.01% | Add +380.2% | 437 | $43K |
| Barclays PLC | 0.00% | No change | 430 | $42K |
| Robinswood Financial LLC | 0.02% | Add +0.2% | 424 | $41K |
| Hughes Financial Services, LLC | 0.01% | New | 422 | $41K |
| TruNorth Capital Management, LLC | 0.01% | Add +0.2% | 414 | $40K |
| HighMark Wealth Management LLC | 0.02% | Reduce -21.4% | 404 | $39K |
| Centennial Bank | 0.02% | Add +74.8% | 402 | $39K |
| Global Financial Private Client, LLC | 0.01% | No change | 402 | $39K |
| Pacific Center for Financial Services | 0.01% | No change | 400 | $39K |
| Tradewinds Capital Management, LLC | 0.01% | Add +20.2% | 398 | $39K |
| Lindbrook Capital, LLC | 0.00% | No change | 394 | $38K |
| Millstone Evans Group, LLC | 0.03% | Add +28.5% | 388 | $38K |
| First PREMIER Bank | 0.01% | No change | 370 | $36K |
| National Bank of Canada | 0.00% | No change | 361 | $35K |
| Atticus Wealth Management, LLC | 0.01% | Add +0.3% | 356 | $35K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -52.0% | 350 | $34K |
| SJS Investment Consulting Inc. | 0.01% | No change | 332 | $32K |
| Independence Bank of Kentucky | 0.00% | No change | 318 | $31K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 317 | $31K |
| Fortis Group Advisors, LLC | 0.01% | No change | 317 | $31K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 310 | $30K |
| Caldwell Trust Co | 0.00% | No change | 305 | $30K |
| Evermay Wealth Management LLC | 0.00% | No change | 304 | $30K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 300 | $29K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 300 | $29K |
| Missouri Trust & Investment Co | 0.01% | No change | 300 | $29K |
| Stephens Consulting, LLC | 0.01% | Add +0.3% | 296 | $29K |
| Wealth Preservation Advisors, LLC | 0.02% | — | 282 | $27K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -5.7% | 279 | $27K |
| Tucker Asset Management LLC | 0.01% | Add +17.2% | 279 | $27K |
| Capital Investment Counsel, Inc | 0.00% | No change | 268 | $26K |
| Financial Connections Group, Inc. | 0.01% | Add +10.6% | 262 | $25K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 250 | $24K |
| Palouse Capital Management, Inc. | 0.02% | No change | 244 | $24K |
| MGB Wealth Management, LLC | 0.01% | No change | 237 | $23K |
| Signaturefd, LLC | 0.00% | No change | 225 | $22K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $22K |
| AlphaCore Capital LLC | 0.00% | New | 223 | $22K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 213 | $21K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -51.7% | 208 | $20K |
| Atala Financial Inc | 0.01% | No change | 202 | $20K |
| Pandora Wealth, Inc. | 0.01% | — | 200 | $19K |
| Abound Financial, LLC | 0.01% | New | 200 | $19K |
| First United Bank & Trust | 0.01% | No change | 200 | $19K |
| Integrity Financial Corp | 0.01% | New | 191 | $19K |
| Noble Wealth Management PBC | 0.01% | No change | 180 | $18K |
| Principia Wealth Advisory, LLC | 0.02% | No change | 193 | $18K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +2.3% | 175 | $17K |
| Founders Financial Alliance, LLC | 0.00% | No change | 175 | $17K |
| Red Tortoise LLC | 0.01% | No change | 171 | $17K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 168 | $16K |
| Viewpoint Capital Management LLC | 0.01% | No change | 150 | $15K |
| Eastern Bank | 0.00% | No change | 150 | $15K |
| BankPlus Trust Department | 0.00% | Reduce -81.5% | 146 | $14K |
| FSA Wealth Management LLC | 0.01% | Reduce -20.4% | 144 | $14K |
| CX Institutional | 0.00% | New | 146 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -9.0% | 132 | $13K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 128 | $12K |
| Curio Wealth, LLC | 0.01% | Reduce -99.1% | 1 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 122 | $12K |
| Mascoma Wealth Management LLC | 0.00% | No change | 120 | $12K |
| Golden State Wealth Management, LLC | 0.00% | No change | 115 | $11K |
| Ameriflex Group, Inc. | 0.00% | New | 114 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 118 | $11K |
| Ridgewood Investments LLC | 0.01% | No change | 110 | $11K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 110 | $11K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 105 | $10K |
| Towne Trust Company, N.A | 0.00% | No change | 100 | $10K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 100 | $10K |
| Rice Partnership, LLC | 0.00% | No change | 100 | $10K |
| Jackson Hole Capital Partners, LLC | 0.00% | New | 100 | $10K |
| Bank of New Hampshire | 0.00% | No change | 94 | $9K |
| MTM Investment Management, LLC | 0.00% | No change | 90 | $9K |
| Transce3nd, LLC | 0.00% | Reduce -18.2% | 90 | $9K |
| Running Point Capital Advisors, LLC | 0.00% | New | 90 | $9K |
| Richardson Capital Management LLC | 0.01% | Add +1.2% | 87 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 86 | $8K |
| ROSS\JOHNSON & Associates LLC | 0.14% | New | 82 | $8K |
| Sittner & Nelson, LLC | 0.00% | No change | 81 | $8K |
| Sachetta, LLC | 0.00% | No change | 78 | $8K |
| Crewe Advisors LLC | 0.00% | No change | 66 | $6K |
| Arax Advisory Partners | 0.00% | No change | 66 | $6K |
| Abound Wealth Management | 0.00% | New | 62 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | New | 61 | $6K |
| First Command Advisory Services, Inc. | 0.00% | New | 61 | $6K |
| Ballast Advisors LLC | 0.00% | No change | 60 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | — | 60 | $6K |
| Accredited Wealth Management, LLC | 0.00% | No change | 52 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 52 | $5K |
| Realta Investment Advisors | 0.00% | Add +2.0% | 52 | $5K |
| EPG Wealth Management LLC | 0.00% | No change | 50 | $5K |
| Graney & King, LLC | 0.00% | New | 42 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 32 | $3K |
| Heck Capital Advisors, LLC | 0.00% | No change | 31 | $3K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 26 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 26 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 24 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 20 | $2K |
| Nvwm, LLC | 0.00% | No change | 19 | $2K |
| Capital A Wealth Management, LLC | 0.00% | New | 18 | $2K |
| West Branch Capital LLC | 0.00% | No change | 15 | $1K |
| Kozak & Associates, Inc. | 0.00% | No change | 13 | $1K |
| Rossby Financial, LCC | 0.00% | New | 12 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 7 | $682 |
| Systematic Financial Management LP | 0.00% | Add +300.0% | 4 | $404 |
| Dunhill Financial, LLC | 0.00% | No change | 3 | $292 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $228 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $195 |
"% of holder's portfolio" is IJS's weight in each manager's 13F, not the share of iShares S&P Small-Cap 600 Va the manager owns.