iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $47.0M |
| Exits | 65 | $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.