iShares S&P Small-Cap 600 VaIJSETF

13F holders, Q2 2025 (June 30)
783holders −18
41new positions
65sold out
2famous investors
$99.60avg. 13F price*

At the end of Q2 2025, 783 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, down 18 from Q1 2025. 41 opened new positions and 65 sold out. The largest holders were Morgan Stanley ($354.6M), Bank of America Corp. ($324.8M) and Wells Fargo & Company ($131.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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

02004006008001,000 Q1 2024: 757Q1 2024Q2 2024: 737Q2 2024Q3 2024: 779Q3 2024Q4 2024: 824Q4 2024Q1 2025: 801Q1 2025Q2 2025: 783Q2 2025Q3 2025: 795Q3 2025Q4 2025: 840Q4 2025Q1 2026: 852Q1 2026Q2 2026: 888Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions41$47.0M
Exits65$95.2M

All 13F filers, Q1 2025 → Q2 2025: 1,962,520 shares bought and 5,650,165 shares sold, net −3,687,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 783 holders

Morgan Stanley 0.02% Add +3.1% 3,564,530 $354.6M
Bank of America Corp. 0.03% Add +1.3% 3,264,442 $324.8M
Wells Fargo & Company 0.03% Reduce -4.5% 1,323,263 $131.7M
FMR LLC 0.01% Reduce -50.2% 1,151,037 $114.5M
UBS Group AG 0.02% Reduce -4.5% 1,040,281 $103.5M
LPL Financial LLC 0.03% Add +7.5% 929,734 $92.5M
Prime Capital Investment Advisors, LLC 1.13% Reduce -3.5% 855,227 $85.1M
Modera Wealth Management, LLC 1.05% Add +19.6% 849,875 $84.6M
Ameriprise Financial Inc. 0.02% Reduce -27.1% 672,573 $66.9M
Commonwealth Equity Services, LLC 0.09% Reduce -4.9% 654,365 $65.1M
Envestnet Asset Management Inc. 0.02% Reduce -3.8% 607,573 $60.4M
M&T Bank Corp 0.20% Reduce -8.7% 595,125 $59.2M
PNC Financial Services Group, Inc. 0.04% Reduce -9.9% 590,875 $58.8M
Royal Bank of Canada 0.01% Add +15.8% 531,818 $52.9M
Regions Financial Corp. 0.34% Reduce -66.4% 494,648 $49.2M
Northwestern Mutual Wealth Management Co. 0.03% Add +0.3% 378,421 $37.6M
HighTower Advisors, LLC 0.05% Reduce -12.5% 371,916 $37.0M
JPMorgan Chase & Co. 0.00% Reduce -12.9% 355,716 $35.4M
GW Henssler & Associates Ltd. 1.82% Add +2.7% 342,838 $34.1M
Raymond James Financial Inc. 0.01% Reduce -18.6% 339,292 $33.8M
One Capital Management, LLC 1.14% Reduce -15.1% 330,573 $32.9M
Stifel Financial Corp. 0.03% Reduce -0.7% 325,179 $32.4M
Jones Financial Companies LLLP 0.02% Add +11.3% 310,458 $30.9M
Palisades Hudson Asset Management, L.P. 11.71% Add +6.8% 300,861 $29.9M
Exencial Wealth Advisors, LLC 1.02% Reduce -1.9% 290,218 $28.9M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -35.1% 273,704 $28.4M
Bailard, Inc. 0.64% Reduce -4.0% 276,415 $27.5M
Bank of Montreal 0.01% Reduce -9.0% 264,124 $26.3M
Baird Financial Group, Inc. 0.05% Reduce -14.1% 262,539 $26.1M
SPC Financial, Inc. 2.07% Add +2.2% 248,243 $24.7M
Arax Advisory Partners 1.03% Add +342183.3% 225,907 $22.5M
Mariner, LLC 0.03% Reduce -8.2% 225,686 $22.5M
Goldman Sachs Group Inc. 0.00% Add +17.6% 221,205 $22.0M
Heartwood Wealth Advisors LLC 2.25% Add +1.2% 216,588 $21.5M
GHP Investment Advisors, Inc. 0.88% Reduce -2.2% 199,510 $19.8M
United Capital Financial Advisors, LLC 0.16% Add +0.1% 198,678 $19.8M
Cerity Partners LLC 0.03% Reduce -0.1% 194,367 $19.3M
Rockefeller Capital Management L.P. 0.04% Reduce -13.1% 189,520 $18.9M
MAI Capital Management 0.13% Add +0.9% 180,975 $18.0M
Probity Advisors, Inc. 3.02% Reduce -0.5% 172,767 $17.2M
Osaic Holdings, Inc. 0.03% Reduce -23.4% 165,946 $16.5M
Moneta Group Investment Advisors LLC 0.19% Add +7.0% 159,133 $15.8M
Truist Financial Corp. 0.02% Reduce -7.9% 158,403 $15.8M
Creative Planning 0.01% Reduce -5.8% 151,569 $15.1M
Avantax Advisory Services, Inc. 0.08% Add +52.6% 148,729 $14.8M
Ellis Investment Partners, LLC 2.85% Reduce -0.7% 147,294 $14.7M
Keybank National Association 0.05% Add +12.1% 146,374 $14.6M
Savant Capital, LLC 0.10% Reduce -12.9% 144,303 $14.4M
Focus Partners Wealth 0.03% Reduce -5.2% 141,373 $14.1M
Waverly Advisors, LLC 0.15% Reduce -9.5% 139,916 $13.9M
NorthCoast Asset Management LLC 0.06% Reduce -31.2% 136,544 $13.6M
Phillips Financial Management, LLC 0.93% Reduce -1.7% 129,257 $12.9M
Financial Advisors Network, Inc. 1.91% Add +12.0% 127,215 $12.7M
Wealth Architects, LLC 1.14% Add +11.3% 112,540 $11.2M
Mercer Global Advisors Inc. 0.03% Reduce -5.7% 112,023 $11.2M
Brown Advisory Inc. 0.01% Add +684.9% 108,548 $10.8M
Kestra Private Wealth Services, LLC 0.15% Add +1.1% 105,200 $10.5M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -5.4% 103,510 $10.3M
Redwood Investment Management, LLC 1.08% New 102,728 $10.2M
Cibc World Market Inc. 0.02% Add +0.7% 100,776 $10.0M
Cetera Investment Advisers 0.02% Reduce -46.1% 96,518 $9.6M
Lido Advisors, LLC 0.05% Add +6.4% 93,458 $9.3M
Comerica Bank 0.04% Reduce -16.6% 91,876 $9.1M
Lake Street Private Wealth, LLC 1.27% Add +0.8% 89,359 $8.9M
RTD Financial Advisors, Inc. 1.13% Reduce -1.9% 88,873 $8.8M
Asset Management Group, Inc. 1.53% Reduce -0.8% 88,133 $8.8M
Pinnacle Financial Partners Inc 0.18% Add +10.6% 87,764 $8.7M
Bokf, NA 0.14% Reduce -2.4% 87,268 $8.7M
Home Federal Bank of Tennessee 2.38% Add +0.4% 84,378 $8.4M
Coastal Bridge Advisors, LLC 0.68% New 81,936 $8.2M
JFS Wealth Advisors, LLC 0.52% Reduce -4.0% 81,403 $8.1M
Captrust Financial Advisors 0.02% Reduce -10.5% 81,195 $8.1M
Glenmede Investment Management, LP 0.04% — 80,671 $8.0M
Sterling Financial Planning, Inc. 2.68% Add +0.7% 80,647 $8.0M
Asset Dedication, LLC 0.58% Reduce -2.2% 79,860 $7.9M
Cassaday & Co Wealth Management LLC 0.20% Add +25.7% 79,431 $7.9M
Evanson Asset Management, LLC 0.48% Reduce -0.7% 77,392 $7.7M
Councilor Wealth, LLC 3.56% Reduce -0.4% 76,613 $7.6M
Family Firm, Inc. 1.82% Add +3.7% 75,954 $7.6M
Integrated Wealth Concepts LLC 0.07% Add +18.1% 72,802 $7.2M
Steward Partners Investment Advisory, LLC 0.06% Add +0.4% 72,716 $7.2M
Financial Engines Advisors L.L.C. 0.01% Reduce -43.9% 72,511 $7.2M
Capital Advisors, Ltd. LLC 0.88% Reduce -1.5% 72,086 $7.2M
One Day In July LLC 0.65% Reduce -12.7% 71,867 $7.2M
Chicago Partners Investment Group LLC 0.20% Reduce -0.8% 67,222 $7.1M
Compound Planning, Inc. 0.27% Add +10.3% 70,990 $7.1M
IFP Advisors, Inc 0.20% Add +234.3% 70,139 $7.0M
US Bancorp \de 0.01% Reduce -13.2% 67,174 $6.7M
Ifrah Financial Services, Inc. 1.81% Add +2.5% 66,500 $6.6M
NorthCrest Asset Manangement, LLC 0.18% Add +0.9% 63,178 $6.6M
Sax Wealth Advisors, LLC 0.39% Reduce -17.6% 65,120 $6.5M
Citadel Advisors 0.01% Add +52.9% 64,518 $6.4M
Allworth Financial LP 0.03% Reduce -3.2% 62,927 $6.3M
Empowered Funds, LLC 0.07% New 61,394 $6.1M
Occidental Asset Management, LLC 0.83% Add +15.1% 60,806 $6.0M
Fifth Third Bancorp 0.02% Reduce -7.5% 59,309 $5.9M
Fortress Financial Group, LLC 4.86% Add +48.2% 57,636 $5.7M
Corient Private Wealth LP 0.01% Add +0.9% 57,318 $5.7M
Susquehanna International Group, LLP 0.01% Add +25.4% 56,659 $5.6M
Accretive Wealth Partners, LLC 1.83% Add +3.5% 55,947 $5.6M
Pathstone Holdings, LLC 0.02% Add +7.5% 57,209 $5.6M
Rodgers & Associates, LTD 0.61% Add +5.3% 55,688 $5.5M
Peapack Gladstone Financial Corp. 0.08% Add +6.8% 55,654 $5.5M
Ironwood Financial, llc 1.18% No change 56,267 $5.5M
Wilmington Savings Fund Society, FSB 0.10% Reduce -19.0% 55,065 $5.5M
Castlekeep Investment Advisors LLC 2.63% Add +5.5% 54,054 $5.4M
Sowell Financial Services LLC 0.22% Add +4.3% 53,282 $5.3M
Abacus Planning Group, Inc. 0.78% Add +91.8% 52,954 $5.3M
Stokes Family Office, LLC 0.55% Reduce -3.5% 52,385 $5.2M
Franklin Resources Inc. 0.00% Reduce -1.2% 52,240 $5.2M
Cambridge Financial Group, LLC 1.93% Add +0.1% 51,726 $5.1M
Mma Asset Management LLC 1.95% Add +1675.0% 51,066 $5.1M
First County Bank 2.73% Reduce -4.7% 51,045 $5.1M
Sigma Planning Corp 0.15% Add +1.4% 50,431 $5.0M
Cresset Asset Management, LLC 0.03% Add +1.5% 50,224 $5.0M
CW Advisors, LLC 0.05% Add +709.6% 49,061 $4.9M
Mission Wealth Management, LP 0.11% Reduce -16.6% 48,956 $4.9M
Salomon & Ludwin, LLC 0.47% Reduce -1.1% 46,212 $4.8M
Northeast Financial Consultants Inc 0.19% Reduce -8.5% 47,151 $4.7M
Crescent Grove Advisors, LLC 0.45% Add +1.9% 46,790 $4.7M
Advisory Services Network, LLC 0.07% Add +5.3% 45,601 $4.6M
Quent Capital, LLC 0.44% Reduce -9.3% 46,224 $4.6M
Sonata Capital Group Inc. 1.84% Reduce -0.5% 46,194 $4.6M
Lansing Street Advisors 1.36% Reduce -52.6% 45,801 $4.6M
Pittenger & Anderson Inc. 0.17% No change 45,700 $4.5M
Level Four Advisory Services, LLC 0.17% Add +0.0% 45,418 $4.5M
Courier Capital LLC 0.27% Reduce -18.2% 45,102 $4.5M
Patriot Financial Group Insurance Agency, LLC 0.51% Add +3.3% 45,036 $4.5M
Parallel Advisors, LLC 0.09% Add +4.9% 45,035 $4.5M
Jane Street Group, LLC 0.01% New 44,963 $4.5M
DT Investment Partners, LLC 0.39% No change 43,940 $4.4M
Lutz Financial Services LLC 0.34% Reduce -0.6% 43,914 $4.4M
MML Investors Services, LLC 0.01% Add +5.6% 43,758 $4.4M
Sequent Planning LLC 1.38% Add +8.7% 43,706 $4.3M
Ethos Financial Group, LLC 0.37% Reduce -56.2% 43,363 $4.3M
Burns J W & Co. Inc. 0.52% Reduce -24.3% 43,141 $4.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Reduce -5.8% 42,541 $4.2M
Natixis Advisors, LLC 0.01% Add +6.2% 42,259 $4.2M
Eley Financial Management, Inc 1.56% Reduce -0.3% 40,831 $4.1M
Graves Light Lenhart Wealth, Inc. 0.48% Add +0.1% 40,636 $4.0M
First Citizens Financial Corp 2.20% Add +1.6% 40,219 $4.0M
Blue Edge Capital, LLC 0.59% Reduce -1.2% 40,021 $4.0M
Concurrent Investment Advisors, LLC 0.08% Reduce -28.4% 39,692 $3.9M
Private Advisor Group, LLC 0.02% Reduce -0.1% 39,473 $3.9M
BKM Wealth Management, LLC 1.53% Add +1.1% 39,418 $3.9M
Azimuth Capital Investment Management LLC 0.14% Reduce -14.8% 38,774 $3.9M
Clayton Financial Group LLC 4.43% Reduce -11.6% 37,486 $3.7M
Avidian Wealth Enterprises, LLC 0.15% Reduce -3.5% 37,315 $3.7M
Sapient Capital LLC 0.07% Add +60.9% 37,150 $3.7M
LTG Capital LLC 3.16% Reduce -4.7% 37,061 $3.7M
Janney Montgomery Scott LLC 0.01% Reduce -15.7% 36,961 $3.7M
Salus Financial Advisors, LLC 2.46% Add +5.7% 36,835 $3.7M
Kestra Advisory Services, LLC 0.02% Add +1.5% 36,520 $3.6M
Centerpoint Advisors, LLC 1.23% Reduce -7.6% 36,419 $3.6M
Greenleaf Trust 0.03% Reduce -0.1% 36,169 $3.6M
EP Wealth Advisors, LLC 0.02% Reduce -10.4% 35,936 $3.6M
1834 Investment Advisors Co. 0.45% Reduce -4.1% 35,560 $3.5M
Texas Yale Capital Corp. 0.11% Reduce -0.2% 35,234 $3.5M
Access Investment Management LLC 0.99% — 35,050 $3.5M
Thrivent Financial for Lutherans 0.01% Add +4.3% 34,337 $3.4M
Oxler Private Wealth LLC 1.05% Reduce -50.2% 33,691 $3.4M
Evensky & Katz LLC 0.20% Reduce -22.3% 33,686 $3.4M
Causey Wealth LLC 1.71% Reduce -21.6% 33,411 $3.3M
Liberty Capital Management, Inc. 0.64% Add +5.4% 32,068 $3.2M
Broadview Financial Management, LLC 2.11% Reduce -2.3% 31,215 $3.1M
Inspire Trust Co, N.A. 0.64% Add +40.9% 31,000 $3.1M
Tower Research Capital LLC (TRC) 0.08% Reduce -11.5% 30,599 $3.0M
InvesTrust 1.17% Reduce -3.2% 30,426 $3.0M
Mainsail Financial Group, LLC 1.40% Add +3.4% 29,713 $3.0M
McKinley Carter Wealth Services, Inc. 0.17% Add +14.3% 29,932 $3.0M
AQR Capital Management 0.00% Add +306.8% 29,481 $2.9M
Ashton Thomas Private Wealth, LLC 0.10% Reduce -26.8% 29,363 $2.9M
Birch Hill Investment Advisors LLC 0.13% Reduce -22.4% 28,927 $2.9M
SOA Wealth Advisors, LLC. 0.52% Reduce -6.5% 28,765 $2.9M
UMB Bank, n.a. 0.04% Reduce -6.5% 28,125 $2.8M
Tortoise Investment Management, LLC 0.26% Add +2.2% 27,629 $2.7M
NewEdge Advisors, LLC 0.01% Add +114.0% 27,449 $2.7M
Farther Finance Advisors, LLC 0.05% Reduce -41.4% 26,993 $2.7M
Foundations Investment Advisors, LLC 0.04% New 26,761 $2.7M
Ullmann Wealth Partners Group, LLC 0.31% Add +60.0% 26,671 $2.7M
Cardiff Park Advisors, LLC 0.23% Add +0.2% 26,570 $2.6M
Neumann Capital Management, LLC 0.83% Add +4.1% 26,520 $2.6M
Ballentine Partners, LLC 0.04% Reduce -2.2% 26,076 $2.6M
One Wealth Advisors, LLC 0.36% Reduce -3.3% 25,887 $2.6M
Equitable Holdings, Inc. 0.02% Add +4.8% 25,703 $2.6M
Becker Capital Management Inc. 0.08% No change 25,611 $2.5M
Pinnacle Associates Ltd. 0.04% Reduce -5.3% 25,487 $2.5M
Arkadios Wealth Advisors 0.08% Add +510.4% 25,361 $2.5M
Focus Partners Advisor Solutions, LLC 0.03% Add +4.7% 25,117 $2.5M
MSH Capital Advisors LLC 0.72% Add +1.2% 25,036 $2.5M
Astra Wealth Partners LLC 1.95% Reduce -11.5% 24,285 $2.4M
Tiemann Investment Advisors, LLC 0.99% Add +2.7% 24,223 $2.4M
Bank of New York Mellon Corp 0.00% Add +17.6% 24,112 $2.4M
Midwest Trust Co 0.03% — 23,613 $2.3M
ARK & TLK Investments, LLC 0.73% Reduce -0.1% 22,936 $2.3M
Wesbanco Bank Inc. 0.07% Add +5.1% 22,814 $2.3M
Quadcap Wealth Management, LLC 0.29% Reduce -0.8% 22,627 $2.3M
Triangle Securities Wealth Management 0.55% Add +2.0% 22,282 $2.2M
Baring Financial LLC 1.64% Add +6.7% 22,132 $2.2M
Nwam LLC 0.13% Add +20.4% 21,516 $2.2M
Avior Wealth Management, LLC 0.07% Add +0.6% 21,765 $2.2M
Bridges Investment Management Inc. 0.03% No change 21,620 $2.2M
LifeSteps Financial, Inc. 1.47% Add +4.5% 21,511 $2.1M
Northern Trust Corp. 0.00% Reduce -13.6% 21,384 $2.1M
Associated Banc-Corp 0.06% Reduce -16.1% 21,307 $2.1M
Summit Financial, LLC 0.05% Reduce -15.8% 21,263 $2.1M
PrairieView Partners, LLC 0.20% Reduce -0.7% 21,047 $2.1M
AtlasMark Financial, Inc 1.59% Reduce -0.2% 21,002 $2.1M
Alpine Bank Wealth Management 0.31% No change 20,900 $2.1M
Taylor Financial Group, Inc. 1.29% Add +1.8% 20,842 $2.1M
CFC Planning Co LLC 2.00% Add +50.1% 20,784 $2.1M
Soltis Investment Advisors LLC 0.16% Add +2.2% 20,266 $2.0M
Glass Jacobson Investment Advisors llc 0.78% Reduce -11.8% 20,257 $2.0M
Oarsman Capital, Inc. 0.31% Reduce -11.8% 20,105 $2.0M
St. Louis Trust Co 0.27% Reduce -43.8% 20,020 $2.0M
Corepath Wealth Partners LLC 1.68% Reduce -4.1% 19,155 $2.0M
Larson Financial Group LLC 0.08% Reduce -9.1% 19,906 $2.0M
Citigroup Inc. 0.00% Add +11.6% 19,839 $2.0M
First Merchants Corp. 0.07% Reduce -1.8% 19,460 $1.9M
Buck Wealth Strategies, LLC 0.29% Add +56.9% 19,131 $1.9M
Goelzer Investment Management, Inc. 0.10% Add +0.1% 18,603 $1.9M
Columbia Bank 0.56% Add +60.9% 17,900 $1.8M
Sequent Asset Management, LLC 1.46% No change 18,402 $1.8M
Cwm, LLC 0.01% Add +13.4% 18,319 $1.8M
Kraft, Davis & Associates, LLC 0.50% Reduce -48.9% 17,460 $1.8M
Stillwater Capital Advisors, LLC 0.23% Add +0.7% 18,116 $1.8M
Net Worth Advisory Group 0.40% New 17,940 $1.8M
Flow Traders U.S. LLC 0.07% New 17,718 $1.8M
Mather Group, Llc. 0.02% Add +8.9% 16,861 $1.7M
Capital Squared Financial LLC 1.94% — 16,723 $1.7M
Hurley Capital, LLC 1.16% Add +19.8% 16,573 $1.6M
IHT Wealth Management, LLC 0.04% Add +63.1% 16,344 $1.6M
Rovin Capital /Ut/ 0.48% Reduce -0.9% 15,921 $1.6M
Agf Management Ltd. 0.01% Reduce -1.3% 15,825 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +4.9% 15,558 $1.5M
Wealthspire Advisors, LLC 0.01% Add +6.3% 15,470 $1.5M
Soundwatch Capital LLC 0.26% New 2,785 $1.5M
Country Club Bank 0.10% Reduce -1.8% 15,376 $1.5M
First Hawaiian Bank 0.21% Reduce -6.9% 15,346 $1.5M
Physician Wealth Advisors, Inc. 0.24% Reduce -3.6% 15,303 $1.5M
King Wealth Management Group 0.20% Reduce -2.5% 14,754 $1.5M
CM Wealth Advisors LLC 0.43% Reduce -1.0% 14,748 $1.5M
PKS Advisory Services, LLC 0.36% Add +2.0% 14,678 $1.5M
AE Wealth Management LLC 0.01% Reduce -76.3% 14,657 $1.5M
Cranbrook Wealth Management, LLC 0.30% Add +0.0% 14,350 $1.4M
Money Concepts Capital Corp. 0.10% Reduce -14.0% 14,319 $1.4M
Zhang Financial LLC 0.07% Reduce -0.5% 14,281 $1.4M
Sanctuary Advisors, LLC 0.01% Add +6.9% 14,245 $1.4M
T. Rowe Price Associates Inc. 0.00% No change 14,156 $1.4M
Lee, Kelleher & Klein Wealth Management 0.94% No change 14,148 $1.4M
Tobias Financial Advisors, Inc. 0.24% Add +0.1% 14,011 $1.4M
City Holding Co. 0.18% No change 13,955 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.11% Reduce -1.5% 13,799 $1.4M
Simon Quick Advisors, LLC 0.07% No change 13,414 $1.3M
Argent Trust Co 0.05% Add +11.3% 13,243 $1.3M
StoneX Group Inc. 0.06% Reduce -6.4% 13,178 $1.3M
HRT Financial LP 0.01% Add +374.9% 13,151 $1.3M
Financial Advocates Investment Management 0.11% Reduce -33.8% 13,117 $1.3M
American Investment Services, Inc. 0.33% Reduce -13.3% 12,950 $1.3M
Alesco Advisors, LLC, An ESL Co 0.04% Add +1.3% 12,919 $1.3M
Ehrlich Financial Group 0.83% Add +7.9% 12,908 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% No change 12,905 $1.3M
Operose Advisors LLC 0.36% Add +0.2% 12,780 $1.3M
GFS Advisors, LLC 0.17% Reduce -6.5% 12,773 $1.3M
Pacific Financial Group Inc. 0.98% Reduce -10.5% 12,582 $1.3M
Park Place Capital Corp 0.28% Reduce -3.8% 11,947 $1.2M
Elevation Wealth Partners, LLC 0.47% Add +108.4% 11,952 $1.2M
Tiaa Trust, National Association 0.00% Reduce -16.0% 11,833 $1.2M
GTS Securities LLC 0.05% New 11,738 $1.2M
FAS Wealth Partners, Inc. 0.09% Add +0.1% 11,736 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.42% Add +12.8% 11,349 $1.2M
Capital Analysts, LLC 0.04% Reduce -5.1% 11,397 $1.1M
SigFig Wealth Management, LLC 0.04% Add +20.3% 11,333 $1.1M
Versant Capital Management, Inc 0.17% Add +0.4% 11,234 $1.1M
Bragg Financial Advisors, Inc 0.04% Reduce -2.8% 11,108 $1.1M
Thomasville National Bank 0.07% Reduce -9.9% 11,065 $1.1M
Tompkins Financial Corp. 0.10% Reduce -8.3% 11,046 $1.1M
U.S. Capital Wealth Advisors, LLC 0.03% Add +0.7% 11,046 $1.1M
CIBC Private Wealth Group LLC 0.00% Reduce -0.1% 10,892 $1.1M
MCF Advisors LLC 0.07% Reduce -8.9% 10,881 $1.1M
Dentgroup LLC 0.75% Reduce -0.0% 10,872 $1.1M
&partners 0.01% Add +1.4% 10,794 $1.1M
Ramiah Investment Group 1.15% New 10,759 $1.1M
Quantinno Capital Management LP 0.00% Add +111.8% 10,619 $1.1M
Acas, LLC 0.70% Reduce -1.4% 9,729 $1.0M
Campion Asset Management 0.78% Reduce -1.6% 10,488 $1.0M
Alliancebernstein L.P. 0.00% Add +3.0% 10,458 $1.0M
Apollon Wealth Management, LLC 0.02% Reduce -15.1% 10,339 $1.0M
Nalls Sherbakoff Group, LLC 0.75% Reduce -1.4% 10,331 $1.0M
Everest Private Wealth 0.74% No change 10,283 $1.0M
Planning Alternatives Ltd. 0.14% No change 10,251 $1.0M
PBMares Wealth Management LLC 0.18% Add +1.5% 10,119 $1.0M
Independent Family Office, LLC 0.46% No change 10,080 $1.0M
3Chopt Investment Partners, LLC 0.24% Reduce -2.5% 10,069 $1.0M
Bangor Savings Bank 0.09% No change 9,845 $979K
Renasant Bank 0.65% Reduce -4.6% 9,827 $978K
American National Bank & Trust 0.10% No change 9,800 $975K
Squire Investment Management Company, LLC 0.36% Add +12.3% 9,761 $971K
Prospera Financial Services Inc 0.02% Reduce -26.6% 9,736 $969K
Wealth Management Partners, LLC 0.34% Reduce -1.3% 9,443 $964K
TD Private Client Wealth LLC 0.02% Reduce -6.7% 9,660 $961K
Smith Anglin Financial, LLC 0.09% Reduce -15.9% 9,581 $953K
Hazlett, Burt & Watson, Inc. 0.39% Reduce -0.3% 9,572 $953K
Willow Creek Wealth Management Inc. 0.09% No change 9,496 $945K
Valpey Financial Services, LLC 0.65% — 9,492 $944K
Intergy Private Wealth, LLC 0.32% Add +4.8% 9,486 $944K
Morris Financial Concepts, Inc. 0.37% Reduce -11.9% 9,474 $943K
Regal Investment Advisors LLC 0.07% Add +1.1% 9,333 $929K
Peregrine Asset Advisers, Inc. 0.29% Reduce -0.6% 9,329 $928K
Nations Financial Group Inc, /Ia/ 0.06% Add +44.5% 9,297 $925K
SCS Capital Management LLC 0.01% Add +3.7% 9,073 $903K
Choreo, LLC 0.01% Reduce -23.1% 8,999 $895K
Crestwood Advisors Group, LLC 0.02% Reduce -9.3% 8,892 $885K
Bruce G. Allen Investments, LLC 0.67% Reduce -5.7% 8,890 $884K
Schneider Downs Wealth Management Advisors, LP 0.13% Add +86.6% 8,834 $879K
Future Fund LLC 0.39% New 8,787 $874K
Sepio Capital, LP 0.06% Reduce -87.8% 8,757 $871K
Mandatum Life Insurance Co Ltd 0.23% No change 8,712 $867K
Ritter Daniher Financial Advisory LLC / DE 0.21% Reduce -2.1% 8,702 $866K
Roberts Financial Services LLC 0.30% Reduce -9.3% 8,644 $860K
VAUGHAN & Co SECURITIES, INC. 0.49% No change 8,633 $859K
Brown Brothers Harriman & Co. 0.01% No change 8,567 $852K
Claro Advisors Inc. 0.14% Add +1.0% 8,468 $842K
Blair William & Co. 0.00% Reduce -19.1% 8,436 $839K
Christensen, King & Associates Investment Services, Inc. 0.38% Add +0.7% 8,411 $837K
Great Valley Advisor Group, Inc. 0.02% Reduce -23.6% 8,400 $836K
Thompson Investment Management, Inc. 0.12% Add +5.1% 8,387 $834K
Evoke Wealth, LLC 0.02% Add +286.0% 8,350 $831K
Wedmont Private Capital 0.04% No change 7,979 $828K
Dumont & Blake Investment Advisors LLC 0.21% Add +0.0% 8,250 $821K
Thompson Siegel & Walmsley LLC 0.01% Reduce -20.0% 8,237 $819K
Patriot Investment Management Group, Inc. 0.06% No change 8,221 $818K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.2% 8,220 $818K
Apella Capital, LLC 0.02% Add +8.9% 7,816 $798K
High Net Worth Advisory Group LLC 0.21% No change 7,900 $786K
Total Wealth Planning, LLC 0.10% New 7,896 $786K
Main Street Financial Solutions, LLC 0.06% Reduce -1.3% 7,872 $783K
Cahill Financial Advisors Inc. 0.10% Add +0.0% 7,713 $767K
Commerce Bank 0.00% Reduce -16.6% 7,590 $755K
World Investment Advisors 0.02% Reduce -96.1% 7,545 $751K
Brighton Jones LLC 0.02% Reduce -3.4% 7,456 $742K
Financial Partners Group, Inc 0.10% Reduce -2.5% 7,441 $740K
Vickerman Investment Advisors, Inc. 0.16% Reduce -2.1% 7,409 $737K
Forum Private Client Group LLC 0.28% Reduce -2.4% 7,328 $729K
Aft, Forsyth & Company, Inc. 0.37% Add +0.1% 7,298 $726K
Spire Wealth Management 0.03% Reduce -2.6% 7,256 $722K
First Horizon Advisors, Inc. 0.02% Add +46.4% 7,227 $719K
Financial Strategies Group, Inc. 0.15% Add +5.3% 6,914 $717K
TAGStone Capital, Inc. 0.30% Add +7.6% 7,031 $716K
Nikulski Financial, Inc. 0.20% Reduce -3.4% 7,185 $715K
Composition Wealth, LLC 0.01% New 7,182 $715K
Parkside Financial Bank & Trust 0.08% Reduce -48.5% 7,120 $708K
Watts Gwilliam & Co., LLC 0.12% Add +0.1% 6,309 $708K
Novak & Powell Financial Services, Inc. 0.48% Reduce -0.3% 6,912 $688K
Quarry Hill Advisors, LLC 0.40% No change 6,890 $685K
Citizens Financial Group Inc. 0.01% Reduce -0.2% 6,887 $685K
Ieq Capital, LLC 0.00% Reduce -0.3% 6,848 $681K
Blackston Financial Advisory Group, LLC 0.43% Reduce -11.7% 6,836 $680K
Strive Asset Management, LLC 0.41% Reduce -66.2% 6,801 $677K
Atlas Capital Advisors Inc. 0.08% No change 6,756 $672K
O'shaughnessy Asset Management, LLC 0.00% Reduce -5.3% 6,735 $670K
Principal Securities, Inc. 0.01% Reduce -0.0% 6,733 $670K
Cary Street Partners Financial LLC 0.02% Reduce -13.5% 6,661 $663K
Mystic Asset Management, Inc. 0.16% No change 6,635 $660K
Independent Financial Group, LLC 0.02% Reduce -66.9% 6,503 $647K
Sprinkle Financial Consultants LLC 0.39% Reduce -18.6% 6,374 $634K
Sachem Hill LLC 0.13% Reduce -3.7% 6,303 $627K
Heritage Wealth Advisors 0.03% No change 6,270 $624K
Cyndeo Wealth Partners, LLC 0.04% New 6,246 $621K
WealthShield Partners, LLC 0.08% Reduce -21.5% 6,245 $621K
Center for Financial Planning, Inc. 0.07% No change 6,242 $621K
Kendall Capital Management 0.16% Add +8.5% 6,229 $620K
TrinityBridge Ltd 0.02% No change 6,201 $617K
OneDigital Investment Advisors LLC 0.01% Add +0.2% 6,194 $616K
Mosaic Family Wealth Partners, LLC 0.08% New 6,187 $616K
Beacon Pointe Advisors, LLC 0.01% No change 6,138 $611K
Market Street Wealth Management Advisors LLC 0.10% Reduce -9.5% 6,118 $609K
Anchor Investment Management, LLC 0.05% Reduce -0.8% 6,114 $608K
Newton One Investments LLC 0.19% Add +0.4% 6,090 $606K
Creative Financial Designs Inc. 0.04% Add +8.1% 6,061 $603K
Busey Bank 0.02% No change 6,037 $601K
Qube Research & Technologies Ltd 0.00% Add +912.6% 6,025 $599K
Colonial Trust Co / SC 0.09% No change 6,000 $597K
Patton Albertson Miller Group, LLC 0.08% No change 5,990 $596K
Financial Alternatives, Inc 0.39% No change 5,970 $594K
Essex Financial Services, Inc. 0.04% Add +1.2% 5,957 $593K
Beaird Harris Wealth Management, LLC 0.05% Reduce -1.4% 5,864 $583K
Clearstead Advisors, LLC 0.01% No change 5,821 $579K
Prostatis Group LLC 0.17% Add +125.5% 5,795 $577K
JNBA Financial Advisors 0.06% No change 5,781 $575K
J.W. Cole Advisors, Inc. 0.01% Add +64.2% 5,760 $573K
Johnson Investment Counsel Inc. 0.01% Reduce -6.4% 5,672 $564K
Vise Technologies, Inc. 0.02% — 5,632 $560K
Sound Income Strategies, LLC 0.03% Reduce -80.3% 5,621 $559K
Vicus Capital 0.05% Reduce -2.0% 5,618 $559K
Cozad Asset Management Inc. 0.05% Add +6.7% 5,594 $557K
Meredith Wealth Planning 0.20% Add +0.3% 5,580 $555K
Cornerstone Wealth Management, LLC 0.03% Reduce -5.1% 5,570 $554K
First Trust Advisors LP 0.00% Add +2.5% 5,546 $552K
Northwest Wealth Management, LLC 0.10% Add +3.6% 5,527 $550K
Pure Financial Advisors, LLC 0.01% Add +6.9% 5,512 $548K
Vestia Personal Wealth Advisors 0.38% Reduce -6.5% 5,510 $548K
Leo Wealth, LLC 0.04% Add +0.8% 5,475 $545K
Accelerate Investment Advisors LLC 0.40% Add +0.4% 5,424 $540K
Hubbell Strickland Wealth Management, LLC 0.23% Reduce -5.8% 5,348 $532K
Finley Financial, LLC 0.27% No change 5,340 $531K
Fifth Third Securities, Inc. 0.04% Reduce -5.2% 5,302 $527K
Snowden Capital Advisors LLC 0.02% Reduce -0.3% 5,281 $525K
Awm Capital, LLC 0.06% No change 5,266 $524K
Juncture Wealth Strategies, LLC 0.19% Reduce -50.4% 5,242 $522K
Oppenheimer & Co. Inc. 0.01% Reduce -22.9% 5,236 $521K
Stratos Wealth Advisors, LLC 0.03% Add +52.0% 5,202 $518K
Barrett & Company, Inc. 0.19% Add +0.1% 5,200 $517K
Sage Financial Group Inc. 0.04% No change 5,169 $514K
Stephens Inc. 0.01% Reduce -9.7% 5,135 $511K
Richwood Investment Advisors, LLC 0.41% No change 5,043 $502K
Conning Inc. 0.02% No change 5,041 $502K
Sage Mountain Advisors LLC 0.03% Reduce -5.7% 5,037 $501K
Signature Estate & Investment Advisors LLC 0.01% Add +5.3% 5,031 $501K
Cottage Street Advisors LLC 0.26% Reduce -2.0% 5,014 $499K
Ameritas Advisory Services, LLC 0.03% Reduce -23.7% 5,004 $498K
SkyOak Wealth, LLC 0.10% No change 4,911 $489K
TCFG Wealth Management, LLC 0.22% New 4,898 $487K
Equitable Trust Co. 0.02% Reduce -43.0% 4,896 $487K
Two Sigma Securities, LLC 0.06% New 4,872 $485K
Cypress Financial Planning LLC 0.16% Add +0.0% 4,862 $484K
Mutual Advisors, LLC 0.01% Reduce -23.1% 4,628 $482K
Charles Schwab Investment Management Inc. 0.00% Reduce -10.3% 4,830 $481K
Pure Portfolios Holdings LLC 0.16% Add +7.8% 4,803 $478K
Valley Wealth Managers, Inc. 0.03% Reduce -3.3% 4,784 $476K
Retirement Planning Co of New England, Inc. 0.21% Reduce -0.1% 4,746 $472K
Key Financial Inc 0.09% No change 4,728 $470K
Axis Wealth Partners, LLC 0.31% Add +116.4% 4,717 $469K
Silvercrest Asset Management Group LLC 0.00% Reduce -1.1% 4,716 $469K
JMG Financial Group, Ltd. 0.01% Add +6.0% 4,707 $468K
Beckerman Institutional, LLC 0.31% Reduce -1.2% 4,696 $467K
Quotient Wealth Partners, LLC 0.01% Reduce -5.8% 4,649 $463K
JSF Financial, LLC 0.11% Add +26.7% 4,630 $461K
LJI Wealth Management, LLC 0.08% Add +9.9% 4,567 $454K
Cambridge Capital Management, LLC 0.24% Reduce -30.0% 4,533 $451K
Breakwater Capital Group 0.07% Reduce -1.3% 4,500 $448K
Daymark Wealth Partners, LLC 0.02% Reduce -0.2% 4,469 $445K
Modern Wealth Management, LLC 0.01% Reduce -77.8% 4,461 $444K
Trail Ridge Investment Advisors, LLC 0.21% Add +0.5% 4,384 $442K
IFG Advisors, LLC 0.07% Reduce -0.4% 4,395 $437K
NorthLanding Financial Partners, LLC 0.38% Add +0.3% 4,370 $435K
First Financial Bank - Trust Division 0.04% No change 4,336 $431K
KMG Fiduciary Partners, LLC 0.03% Add +0.0% 4,322 $430K
Uptown Financial Advisors LLC 0.40% No change 4,291 $427K
Vista Capital Partners, Inc. 0.05% No change 4,284 $426K
SOL Capital Management CO 0.04% Reduce -2.6% 4,250 $423K
Chevy Chase Trust Holdings, LLC 0.00% No change 4,247 $423K
Dorsey & Whitney Trust CO LLC 0.02% No change 4,243 $422K
Capital Investment Advisory Services, LLC 0.03% Add +21.5% 4,221 $420K
Pension & Wealth Management Advisors, Inc. 0.14% No change 4,195 $417K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -1.9% 4,193 $417K
Global Retirement Partners, LLC 0.01% — 4,187 $417K
SageView Advisory Group, LLC 0.02% Reduce -49.9% 4,008 $416K
D.A. Davidson & Co. 0.00% Reduce -10.2% 4,163 $414K
Index Fund Advisors, Inc. 0.02% Add +0.4% 4,156 $413K
Fifth Third Wealth Advisors LLC 0.02% Add +10.1% 4,139 $412K
Valley Forge Investment Consultants Inc. Adv 0.13% Reduce -27.8% 4,134 $411K
Fiduciary Advisors, Inc. 0.36% Add +3.5% 4,130 $411K
Dynamic Advisor Solutions LLC 0.01% Reduce -2.4% 4,121 $410K
Bfsg, LLC 0.05% Reduce -11.1% 4,075 $405K
Moloney Securities Asset Management, LLC 0.05% Reduce -9.2% 4,051 $403K
SYM FINANCIAL Corp 0.04% No change 3,968 $395K
Valley National Advisers Inc. 0.06% No change 3,962 $394K
Gladstone Institutional Advisory LLC 0.02% Reduce -23.2% 3,944 $392K
Shoker Investment Counsel, Inc. 0.12% Reduce -13.8% 3,916 $390K
Hancock Whitney Corp. 0.01% Reduce -35.7% 3,902 $388K
Monograph Wealth Advisors, LLC 0.05% No change 3,842 $382K
Great Lakes Advisors, LLC 0.00% Reduce -3.4% 3,810 $379K
Rehmann Capital Advisory Group 0.02% Add +0.3% 3,807 $379K
McGlone Suttner Wealth Management, Inc. 0.06% No change 3,806 $379K
Founders Grove Wealth Partners, LLC 0.09% Reduce -15.9% 3,759 $374K
Savvy Advisors, Inc. 0.02% Reduce -0.1% 3,713 $369K
Maple Capital Management, Inc. 0.03% Reduce -7.5% 3,695 $368K
Valmark Advisers, Inc. 0.01% No change 3,601 $358K
Dakota Wealth Management 0.01% Reduce -1.0% 3,598 $358K
Sage Capital Management, LLC 0.17% Add +0.3% 3,584 $357K
Mayport, LLC 0.09% Add +0.1% 3,576 $356K
Clark Capital Management Group, Inc. 0.00% Add +3.3% 3,573 $355K
Atria Wealth Solutions, Inc. 0.01% Reduce -94.5% 3,565 $355K
Enclave Advisors LLC 0.06% Reduce -36.6% 3,538 $352K
Mill Creek Capital Advisors, LLC 0.01% No change 3,530 $351K
Inlight Wealth Management, LLC 0.18% No change 3,528 $351K
Pacific Sun Financial Corp 0.18% Reduce -3.3% 3,510 $349K
Victory Financial Group, LLC 0.06% Add +46.6% 3,509 $349K
Stock Yards Bank & Trust Co. 0.01% Reduce -2.8% 3,506 $349K
Almanack Investment Partners, LLC. 0.06% New 3,495 $348K
Whittier Trust Co. 0.00% No change 3,482 $346K
Bessemer Group Inc. 0.00% Reduce -16.4% 3,485 $346K
Altiora Financial Group, LLC 0.07% No change 3,466 $345K
Ausdal Financial Partners, Inc. 0.02% Reduce -0.7% 3,408 $339K
Financial Advisory Corp 0.05% Reduce -27.9% 3,376 $336K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -8.4% 3,351 $333K
Insight Inv LLC 0.22% Reduce -1.4% 3,324 $331K
Koss-Olinger Consulting, LLC 0.03% Add +20.5% 3,320 $330K
Sand Hill Global Advisors, LLC 0.01% Reduce -20.8% 3,314 $330K
Kohmann Bosshard Financial Services, LLC 0.04% Add +0.0% 3,309 $329K
New Republic Capital, LLC 0.12% Add +0.4% 3,272 $326K
Wealth Dimensions Group, Ltd. 0.07% Reduce -1.3% 3,257 $324K
Wedbush Securities Inc. 0.01% Reduce -16.6% 3,260 $324K
Fulton Bank, N.A. 0.01% Add +2.3% 3,243 $323K
Fiducient Advisors LLC 0.04% Reduce -1.3% 3,239 $322K
Next Capital Management LLC 0.12% Add +54.0% 3,230 $321K
SouthState Bank Corp 0.01% Reduce -13.3% 3,196 $318K
Betterment LLC 0.00% Reduce -39.6% 3,169 $315K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -3.4% 3,133 $312K
Smart Portfolios, LLC 0.31% Reduce -7.3% 3,115 $310K
Lester Murray Antman dba SimplyRich 0.09% No change 3,102 $308K
Summit Global Investments 0.02% No change 3,085 $307K
NorthRock Partners, LLC 0.01% Add +0.8% 3,084 $307K
Compass Ion Advisors, LLC 0.03% Reduce -4.0% 3,084 $307K
Keystone Wealth Services, LLC 0.07% Reduce -14.8% 3,060 $304K
TrueWealth Advisors, LLC 0.09% Reduce -3.8% 3,059 $304K
Advisors Capital Management, LLC 0.00% New 3,032 $302K
Howe & Rusling Inc. 0.02% No change 3,032 $302K
AdvisorNet Financial, Inc 0.02% Reduce -1.1% 3,021 $301K
Willner & Heller, LLC 0.25% Add +2.5% 2,978 $296K
Rwa Wealth Partners, LLC 0.00% No change 2,945 $293K
Kingswood Wealth Advisors, LLC 0.02% Reduce -2.7% 2,910 $290K
Element Wealth, LLC 0.13% Add +0.4% 2,896 $288K
Sims Investment Management, LLC 0.12% Reduce -94.9% 2,881 $287K
Aegis Wealth Management LLC 0.17% No change 2,925 $285K
Capital Investment Advisors, LLC 0.01% Add +5.2% 2,862 $285K
Bensler, LLC 0.03% No change 2,862 $285K
BNP Paribas Financial Markets 0.00% Reduce -6.3% 2,840 $283K
Curated Wealth Partners LLC 0.03% No change 2,819 $280K
Confluence Wealth Services, Inc. 0.02% Add +0.1% 2,818 $280K
Fort Sheridan Advisors LLC 0.04% No change 2,788 $277K
DAVENPORT & Co LLC 0.00% Reduce -0.4% 2,765 $275K
Greenup Street Wealth Management LLC 0.05% Add +3.8% 2,763 $275K
Venture Visionary Partners LLC 0.01% Add +0.0% 2,762 $275K
Warner Financial, Inc. 0.11% Add +0.2% 2,701 $269K
Lowe Brockenbrough & Co. Inc. 0.02% No change 2,702 $269K
Diversified Trust Co. 0.01% New 2,697 $268K
Founders Financial Securities LLC 0.02% Reduce -4.7% 2,649 $264K
Dynamic Financial Group 0.25% Reduce -2.9% 2,646 $263K
Transcend Capital Advisors, LLC 0.02% New 2,637 $262K
Moors & Cabot, Inc. 0.01% Reduce -1.8% 2,616 $260K
Smith Salley Wealth Management 0.01% New 2,614 $260K
Pinnacle Financial Group, LLC / IL 0.09% Add +1.7% 2,611 $260K
Mullaney, Keating & Wright, Inc. 0.17% Reduce -4.7% 2,607 $259K
Avion Wealth 0.06% Reduce -5.9% 2,608 $259K
Life Planning Partners, Inc 0.21% No change 2,596 $258K
Mechanics Financial Corp 0.11% No change 2,576 $256K
KPP Advisory Services LLC 0.04% Reduce -9.1% 2,573 $256K
Sterling Wealth Management, Inc. 0.09% — 2,563 $255K
Dana Investment Advisors, Inc. 0.01% Reduce -51.1% 2,560 $255K
Atlantic Edge Private Wealth Management, LLC 0.07% Reduce -1.0% 2,540 $253K
Inspirion Wealth Advisors, LLC 0.03% No change 2,526 $251K
Hardin Capital Partners, LLC 0.15% No change 2,453 $250K
Wealth Quarterback LLC 0.12% Reduce -57.1% 2,481 $247K
MidAtlantic Capital Management, Inc. 0.17% Add +1.9% 2,479 $247K
Bradley Foster & Sargent Inc. 0.00% No change 2,458 $245K
Boston Family Office LLC 0.02% No change 2,453 $244K
Global Trust Asset Management, LLC 0.13% Reduce -11.3% 2,441 $243K
Blue Bell Private Wealth Management, LLC 0.04% Reduce -10.3% 2,440 $243K
Gen-Wealth Partners Inc 0.09% Add +1.7% 2,434 $242K
American Financial Advisors, LLC 0.03% Reduce -3.4% 2,419 $241K
Cim, LLC 0.03% Reduce -24.6% 2,404 $239K
Financial Perspectives, Inc 0.07% Add +0.2% 2,363 $235K
Panoramic Investment Advisors, LLC 0.14% Reduce -57.2% 2,345 $233K
Quadrant Capital Group LLC 0.01% Reduce -10.6% 2,330 $232K
Morton Brown Family Wealth, LLC 0.07% No change 2,304 $229K
Atlantic Union Bankshares Corp 0.01% New 2,300 $229K
Marco Investment Management LLC 0.02% No change 2,292 $228K
Per Stirling Capital Management, LLC. 0.03% Reduce -88.2% 2,271 $226K
Philip James Wealth Mangement, LLC 0.03% Add +7.1% 2,264 $225K
Keener Financial Planning LLC 0.11% Add +1.4% 2,257 $224K
Heritage Investors Management Corp. 0.01% No change 2,250 $224K
Milestones Private Investment Advisors LLC 0.17% — 2,249 $224K
Foster & Motley Inc. 0.01% Reduce -0.1% 2,238 $223K
Columbus Macro, LLC 0.03% New 2,238 $223K
Cosner Financial Group, LLC 0.12% Reduce -1.0% 2,201 $219K
Peak Asset Management, LLC 0.04% No change 2,200 $219K
Towerpoint Wealth, LLC 0.10% New 2,196 $218K
Stonebridge Financial Planning Group, LLC 0.09% Reduce -26.6% 2,189 $218K
Perigon Wealth Management, LLC 0.01% Add +2.5% 2,188 $218K
Integrated Investment Consultants, LLC 0.04% Reduce -1.4% 2,176 $217K
Foundation Wealth Management, LLC\PA 0.09% No change 2,164 $215K
Weil Company, Inc. 0.06% Add +0.1% 2,155 $214K
CogentBlue Wealth Advisors, LLC 0.16% Reduce -3.6% 2,149 $214K
Bedel Financial Consulting, Inc. 0.03% New 2,122 $211K
Guidance Point Advisors, LLC 0.06% Reduce -0.9% 2,113 $210K
Farmers & Merchants Investments Inc. 0.01% No change 2,100 $209K
Silverlake Wealth Management LLC 0.06% New 2,099 $209K
Fortune Financial Advisors, LLC 0.17% Reduce -4.7% 2,098 $209K
HB Wealth Management, LLC 0.00% Reduce -10.5% 2,085 $207K
CGC Financial Services, LLC 0.07% Reduce -2.6% 2,071 $206K
Painted Porch Advisors LLC 0.08% Add +0.1% 2,051 $204K
Forum Financial Management, LP 0.00% New 2,050 $204K
TD Waterhouse Canada Inc. 0.00% No change 2,000 $204K
Facet Wealth, Inc. 0.00% New 2,013 $203K
Gallagher Fiduciary Advisors, LLC 0.01% New 2,030 $202K
Assetmark, Inc. 0.00% Add +6.5% 1,876 $187K
Jackson, Grant Investment Advisers, Inc. 0.07% Add +0.4% 1,867 $186K
Plante Moran Financial Advisors, LLC 0.01% No change 1,856 $185K
ORG Partners LLC 0.04% Add +6.3% 1,797 $184K
MV Capital Management, Inc. 0.02% Reduce -32.7% 1,797 $179K
NBT Bank, N.A. 0.01% Reduce -0.8% 1,781 $177K
Harbor Investment Advisory, LLC 0.02% Reduce -7.8% 1,779 $177K
Garde Capital, Inc. 0.01% No change 1,715 $171K
HHM Wealth Advisors, LLC 0.02% No change 1,660 $165K
Geneos Wealth Management Inc. 0.00% Add +37.3% 1,561 $155K
HighMark Wealth Management LLC 0.08% Add +283.4% 1,549 $154K
Matrix Private Capital Group LLC 0.09% New 1,547 $154K
Arcadia Investment Advisors LLC 0.08% No change 1,538 $153K
VSM Wealth Advisory, LLC 0.05% Add +0.1% 1,531 $152K
Winthrop Capital Management, LLC 0.04% No change 1,524 $152K
Coastline Trust Co 0.02% Reduce -26.9% 1,397 $139K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 1,385 $138K
Dogwood Wealth Management LLC 0.06% Add +0.2% 1,283 $132K
Rise Advisors, LLC 0.05% Reduce -2.0% 1,330 $132K
Oakworth Capital, Inc. 0.01% Reduce -22.7% 1,323 $132K
Archer Investment Corp 0.03% No change 1,307 $130K
AllSquare Wealth Management LLC 0.07% Reduce -28.1% 1,282 $128K
Atwood & Palmer Inc. 0.01% No change 1,271 $126K
LRI Investments, LLC 0.01% No change 1,260 $125K
Copia Wealth Management 0.11% No change 1,255 $125K
Harbor Asset Planning, Inc. 0.12% — 1,250 $124K
Hollencrest Capital Management 0.01% No change 1,250 $124K
Webster Bank, N. A. 0.01% No change 1,203 $120K
BlackRock, Inc. 0.00% Add +30.1% 1,201 $119K
HM Payson & Co. 0.00% No change 1,198 $119K
Blue Trust, Inc. 0.00% No change 1,176 $117K
Longview Financial Advisors LLC 0.07% No change 1,173 $117K
Evergreen Private Wealth LLC 0.05% Reduce -4.0% 1,164 $116K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +125.6% 1,155 $115K
Horizon Investments, LLC 0.00% Reduce -18.7% 1,151 $115K
Salem Investment Counselors Inc. 0.00% Reduce -12.6% 1,115 $111K
Westside Investment Management, Inc. 0.02% Reduce -25.8% 1,058 $105K
Hilltop National Bank 0.03% — 1,013 $101K
Cordant, Inc. 0.05% No change 984 $98K
N.E.W. Advisory Services LLC 0.01% No change 972 $97K
Hemington Wealth Management 0.01% Add +0.3% 969 $96K
Deutsche Bank AG 0.00% No change 955 $95K
CarsonAllaria Wealth Management, Ltd. 0.05% Add +14.4% 953 $95K
Duncker Streett & Co. Inc. 0.02% Reduce -15.8% 923 $92K
Grove Bank & Trust 0.01% No change 900 $90K
Glen Eagle Advisors, LLC 0.01% No change 865 $86K
Sunbelt Securities, Inc. 0.01% Add +15.0% 760 $83K
Tidemark, LLC 0.03% No change 820 $82K
Orion Capital Management LLC 0.03% No change 804 $80K
Arlington Trust Co LLC 0.01% Reduce -31.2% 750 $75K
Cape Investment Advisory, Inc. 0.03% Add +8.4% 724 $72K
Washington Trust Advisors, Inc. 0.01% No change 694 $69K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 691 $69K
Smithfield Trust Co 0.00% No change 668 $67K
Concord Wealth Partners 0.01% Add +1.2% 672 $67K
Country Trust Bank 0.00% No change 659 $66K
Private Trust Co. NA 0.01% Reduce -29.0% 655 $65K
Princeton Global Asset Management LLC 0.01% No change 644 $64K
Rothschild Investment LLC 0.00% No change 644 $64K
Johnson Financial Group, Inc. 0.00% No change 618 $61K
Colonial Trust Advisors 0.01% Add +0.8% 613 $61K
Kings Path Partners LLC 0.02% No change 608 $60K
Crowley Wealth Management, Inc. 0.05% No change 604 $60K
Montag A & Associates Inc. 0.00% No change 567 $56K
Russell Investments Group, Ltd. 0.00% Add +7.7% 563 $56K
CENTRAL TRUST Co 0.00% No change 559 $56K
Armstrong Advisory Group, Inc. 0.00% No change 550 $55K
Harbour Investments, Inc. 0.00% Reduce -42.6% 550 $55K
Powell Investment Advisors, LLC 0.02% No change 533 $53K
Topsail Wealth Management, LLC 0.01% No change 532 $53K
JTC Employer Solutions Trustee Ltd 0.01% No change 526 $52K
GAMMA Investing LLC 0.00% Reduce -12.0% 522 $52K
Brooklyn Investment Group 0.01% Add +14.7% 501 $50K
Granite Investment Partners, LLC 0.00% Reduce -0.2% 480 $48K
Allspring Global Investments Holdings, LLC 0.00% No change 436 $45K
Front Row Advisors LLC 0.02% No change 450 $45K
Creekmur Asset Management LLC 0.01% No change 444 $44K
West Paces Advisors Inc. 0.01% New 430 $43K
Barclays PLC 0.00% No change 430 $43K
Robinswood Financial LLC 0.01% Add +0.5% 426 $42K
Essential Partners LLC 0.02% — 424 $42K
TruNorth Capital Management, LLC 0.01% Add +0.2% 415 $41K
Pacific Center for Financial Services 0.01% No change 400 $40K
SIMA Wealth Partners, LLC 0.03% Reduce -11.4% 390 $39K
Millstone Evans Group, LLC 0.03% No change 388 $39K
Abound Wealth Management 0.01% Add +512.9% 380 $38K
Tucker Asset Management LLC 0.01% Add +36.2% 380 $38K
First PREMIER Bank 0.01% No change 370 $37K
Atticus Wealth Management, LLC 0.01% Add +0.6% 358 $36K
IAG Wealth Partners, LLC 0.00% No change 350 $35K
Simplex Trading, LLC 0.00% New 348 $34K
Choate Investment Advisors 0.00% New 335 $33K
AlphaCore Capital LLC 0.00% Add +49.3% 333 $33K
SJS Investment Consulting Inc. 0.01% No change 332 $33K
CoreCap Advisors, LLC 0.00% Reduce -98.1% 319 $32K
Independence Bank of Kentucky 0.00% No change 318 $32K
Brown, Lisle/Cummings, Inc. 0.01% No change 317 $32K
Fortis Group Advisors, LLC 0.01% No change 317 $32K
RMG Wealth Management LLC 0.00% — 302 $31K
Ameritas Investment Partners, Inc. 0.00% No change 310 $31K
Medallion Wealth Advisors, LLC 0.01% No change 300 $31K
Caldwell Trust Co 0.00% No change 305 $30K
Trust Co. of Toledo NA 0.00% New 303 $30K
Vermillion & White Wealth Management Group, LLC 0.02% No change 300 $30K
Missouri Trust & Investment Co 0.01% No change 300 $30K
Stephens Consulting, LLC 0.01% Add +0.3% 297 $30K
Evermay Wealth Management LLC 0.00% Reduce -3.6% 293 $29K
National Bank of Canada 0.00% Reduce -19.9% 289 $29K
Federation des caisses Desjardins du Quebec 0.00% Reduce -86.8% 288 $29K
Wealth Preservation Advisors, LLC 0.02% No change 282 $28K
Providence Capital Advisors, LLC 0.01% New 280 $28K
GPS Wealth Strategies Group, LLC 0.00% Add +0.4% 280 $28K
Capital Investment Counsel, Inc 0.00% No change 268 $27K
Fairman Group, LLC 0.02% Reduce -37.6% 252 $25K
Ulland Investment Advisors, LLC 0.02% No change 250 $25K
Traub Capital Management LLC 0.02% — 246 $24K
Palouse Capital Management, Inc. 0.02% No change 244 $24K
Financial Connections Group, Inc. 0.01% Reduce -9.5% 237 $23K
Richardson Financial Services Inc. 0.02% No change 224 $23K
Signaturefd, LLC 0.00% No change 225 $22K
Hughes Financial Services, LLC 0.00% Reduce -50.0% 211 $21K
CX Institutional 0.00% Add +36.3% 199 $20K
Pandora Wealth, Inc. 0.01% No change 200 $20K
MGB Wealth Management, LLC 0.01% Reduce -16.5% 198 $20K
Principia Wealth Advisory, LLC 0.02% No change 193 $19K
Integrity Financial Corp 0.01% No change 191 $19K
Cary Street Partners Investment Advisory LLC 0.01% No change 175 $17K
Red Tortoise LLC 0.01% No change 171 $17K
Wood Tarver Financial Group, LLC 0.00% No change 168 $16K
Viewpoint Capital Management LLC 0.01% No change 150 $15K
First United Bank & Trust 0.01% Reduce -25.0% 150 $15K
Eastern Bank 0.00% No change 150 $15K
FSA Wealth Management LLC 0.01% No change 144 $14K
EverSource Wealth Advisors, LLC 0.00% No change 132 $13K
Indiana Trust & Investment Management Co 0.00% No change 128 $13K
Team Financial Group, LLC 0.01% New 124 $12K
Mascoma Wealth Management LLC 0.00% No change 120 $12K
Pacifica Partners Inc. 0.00% No change 118 $12K
Ameriflex Group, Inc. 0.01% No change 114 $11K
Cullen/Frost Bankers, Inc. 0.00% Reduce -46.5% 114 $11K
Golden State Wealth Management, LLC 0.00% Reduce -3.5% 111 $11K
Curio Wealth, LLC 0.00% Add +11000.0% 111 $11K
Hantz Financial Services, Inc. 0.00% New 114 $11K
Ridgewood Investments LLC 0.00% No change 110 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 110 $11K
BOK Financial Private Wealth, Inc. 0.00% No change 105 $10K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% New 105 $10K
Towne Trust Company, N.A 0.00% No change 100 $10K
Cordgrass Capital Advisors, LLC 0.00% No change 100 $10K
Jackson Hole Capital Partners, LLC 0.00% No change 100 $10K
Rice Partnership, LLC 0.00% No change 100 $10K
Tradewinds Capital Management, LLC 0.00% Reduce -74.9% 100 $10K
Bank of New Hampshire 0.00% No change 94 $9K
Transce3nd, LLC 0.00% No change 90 $9K
MTM Investment Management, LLC 0.00% No change 90 $9K
Running Point Capital Advisors, LLC 0.00% No change 90 $9K
Richardson Capital Management LLC 0.00% No change 87 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 86 $9K
Sittner & Nelson, LLC 0.00% No change 81 $8K
Bell Investment Advisors, Inc 0.00% New 79 $8K
Trust Co. of Vermont 0.00% Reduce -83.5% 78 $8K
Crewe Advisors LLC 0.00% No change 66 $7K
Ascentis Wealth Management, LLC 0.00% No change 61 $6K
First Command Advisory Services, Inc. 0.00% No change 61 $6K
Ballast Advisors LLC 0.00% No change 60 $6K
Private Wealth Asset Management, LLC 0.00% No change 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% No change 52 $5K
EPG Wealth Management LLC 0.00% No change 50 $5K
Dunhill Financial, LLC 0.00% Add +1366.7% 44 $4K
Beacon Capital Management, LLC 0.00% Reduce -63.9% 44 $4K
Graney & King, LLC 0.00% No change 42 $4K
Strategic Wealth Partners, Ltd. 0.00% — 36 $4K
Signature Resources Capital Management, LLC 0.00% New 33 $3K
Pineridge Advisors LLC 0.00% Add +3.1% 33 $3K
Foster Dykema Cabot & Partners, LLC 0.00% No change 26 $3K
McIlrath & Eck, LLC 0.00% No change 24 $2K
Townsend Asset Management Corp. /NC/ 0.00% Reduce -97.6% 22 $2K
Pinnacle Bancorp, Inc. 0.00% No change 20 $2K
Nvwm, LLC 0.00% No change 19 $2K
Kozak & Associates, Inc. 0.00% No change 13 $1K
Systematic Financial Management LP 0.00% Add +25.0% 5 $497
Iron Horse Wealth Management, LLC 0.00% No change 2 $234
Rialto Wealth Management, LLC 0.00% No change 2 $199
Financial Gravity Companies, Inc. 0.00% — 1 $99

"% 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.