iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q3 2025 (September 30)795holders +12
63new positions
49sold out
2famous investors
$110.60avg. 13F price*
At the end of Q3 2025, 795 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, up 12 from Q2 2025. 63 opened new positions and 49 sold out. The largest holders were Morgan Stanley ($369.6M), Bank of America Corp. ($363.4M) and Wells Fargo & Company ($144.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $68.0M |
| Exits | 49 | $53.4M |
All 13F filers, Q2 2025 → Q3 2025: 1,962,518 shares bought and 2,039,774 shares sold, net −77,256 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 795 holders
| Morgan Stanley | 0.02% | Reduce -6.2% | 3,342,269 | $369.6M |
| Bank of America Corp. | 0.03% | Add +0.7% | 3,285,564 | $363.4M |
| Wells Fargo & Company | 0.03% | Reduce -1.6% | 1,302,144 | $144.0M |
| FMR LLC | 0.01% | Reduce -1.7% | 1,131,348 | $125.1M |
| UBS Group AG | 0.02% | Add +7.8% | 1,121,202 | $124.0M |
| LPL Financial LLC | 0.03% | Reduce -3.6% | 896,296 | $99.1M |
| Prime Capital Investment Advisors, LLC | 1.16% | Reduce -2.6% | 833,295 | $92.2M |
| Modera Wealth Management, LLC | 1.06% | Reduce -2.4% | 829,674 | $91.8M |
| Ameriprise Financial Inc. | 0.02% | Add +6.1% | 713,490 | $79.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.4% | 599,325 | $66.3M |
| M&T Bank Corp | 0.22% | Reduce -1.4% | 586,651 | $64.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.7% | 569,168 | $62.9M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -19.5% | 526,799 | $58.3M |
| Royal Bank of Canada | 0.01% | Reduce -8.9% | 484,480 | $53.6M |
| Regions Financial Corp. | 0.30% | Reduce -16.7% | 412,175 | $45.6M |
| HighTower Advisors, LLC | 0.05% | Add +4.4% | 388,201 | $42.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.6% | 380,488 | $42.1M |
| World Investment Advisors | 0.82% | Add +4702.1% | 362,321 | $40.1M |
| GW Henssler & Associates Ltd. | 1.93% | Add +1.7% | 348,628 | $38.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.9% | 336,127 | $37.2M |
| One Capital Management, LLC | 1.16% | Reduce -0.5% | 328,958 | $36.4M |
| Jones Financial Companies LLLP | 0.02% | Add +4.9% | 325,609 | $35.9M |
| Stifel Financial Corp. | 0.03% | Reduce -4.6% | 310,111 | $34.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.0% | 305,991 | $33.8M |
| Palisades Hudson Asset Management, L.P. | 12.24% | Add +1.4% | 305,007 | $33.7M |
| Exencial Wealth Advisors, LLC | 1.03% | Reduce -1.4% | 286,304 | $31.7M |
| Bailard, Inc. | 0.66% | Reduce -1.2% | 273,214 | $30.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -0.8% | 260,401 | $28.8M |
| Bank of Montreal | 0.01% | Reduce -3.3% | 255,439 | $28.2M |
| SPC Financial, Inc. | 2.14% | Reduce -0.0% | 248,201 | $27.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -11.9% | 241,149 | $26.6M |
| Cetera Investment Advisers | 0.03% | Add +136.1% | 227,909 | $25.2M |
| Heartwood Wealth Advisors LLC | 2.30% | Add +2.8% | 222,655 | $24.6M |
| Mariner, LLC | 0.03% | Reduce -2.3% | 220,497 | $24.4M |
| Vestmark Advisory Solutions, Inc. | 0.44% | New | 209,044 | $23.1M |
| GHP Investment Advisors, Inc. | 0.92% | Reduce -0.8% | 197,897 | $21.9M |
| Cerity Partners LLC | 0.04% | Add +0.8% | 195,884 | $21.7M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -2.8% | 193,136 | $21.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.1% | 189,669 | $21.0M |
| MAI Capital Management | 0.13% | Add +2.7% | 185,805 | $20.5M |
| Probity Advisors, Inc. | 3.15% | Add +1.6% | 175,558 | $19.4M |
| Osaic Holdings, Inc. | 0.03% | Add +2.3% | 169,741 | $18.7M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +4.6% | 166,427 | $18.4M |
| Kestra Private Wealth Services, LLC | 0.23% | Add +54.2% | 162,180 | $17.9M |
| Truist Financial Corp. | 0.02% | Reduce -1.0% | 156,870 | $17.3M |
| Savant Capital, LLC | 0.11% | Add +8.6% | 156,724 | $17.3M |
| Creative Planning | 0.01% | Reduce -0.9% | 150,222 | $16.6M |
| Focus Partners Wealth | 0.03% | Add +6.2% | 150,180 | $16.6M |
| Keybank National Association | 0.06% | Reduce -2.0% | 143,495 | $15.9M |
| Ellis Investment Partners, LLC | 2.85% | Reduce -3.0% | 142,882 | $15.8M |
| NorthCoast Asset Management LLC | 0.06% | Add +4.6% | 142,815 | $15.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.8% | 135,449 | $15.0M |
| Waverly Advisors, LLC | 0.14% | Reduce -6.5% | 130,836 | $14.5M |
| Financial Advisors Network, Inc. | 2.00% | Add +0.2% | 127,420 | $14.1M |
| Phillips Financial Management, LLC | 0.90% | Reduce -4.9% | 122,940 | $13.6M |
| BNP Paribas Financial Markets | 0.01% | Add +4206.0% | 122,291 | $13.5M |
| Wealth Architects, LLC | 1.16% | Reduce -1.6% | 110,762 | $12.2M |
| Cibc World Market Inc. | 0.02% | Add +1.3% | 102,067 | $11.3M |
| Brown Advisory Inc. | 0.01% | Reduce -6.0% | 102,055 | $11.3M |
| Lido Advisors, LLC | 0.04% | Add +4.2% | 97,363 | $10.8M |
| RTD Financial Advisors, Inc. | 1.25% | Add +5.9% | 94,090 | $10.4M |
| Lake Street Private Wealth, LLC | 1.31% | Add +2.5% | 91,571 | $10.1M |
| Pinnacle Financial Partners Inc | 0.24% | Add +3.0% | 90,357 | $10.0M |
| Comerica Bank | 0.04% | Reduce -2.5% | 89,554 | $9.9M |
| Bokf, NA | 0.15% | Add +2.5% | 89,430 | $9.9M |
| Asset Management Group, Inc. | 1.59% | Reduce -0.0% | 88,097 | $9.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -22.9% | 86,374 | $9.6M |
| Home Federal Bank of Tennessee | 2.52% | Add +0.8% | 85,059 | $9.4M |
| JFS Wealth Advisors, LLC | 0.54% | Add +2.7% | 83,634 | $9.2M |
| Coastal Bridge Advisors, LLC | 0.69% | Add +1.0% | 82,761 | $9.2M |
| Glenmede Investment Management, LP | 0.04% | Add +1.0% | 81,474 | $9.0M |
| Prospera Financial Services Inc | 0.15% | Add +728.5% | 80,666 | $8.9M |
| Asset Dedication, LLC | 0.59% | Reduce -0.4% | 79,526 | $8.8M |
| Cassaday & Co Wealth Management LLC | 0.20% | Reduce -0.1% | 79,363 | $8.8M |
| Sterling Financial Planning, Inc. | 2.76% | Reduce -1.7% | 79,243 | $8.8M |
| Evanson Asset Management, LLC | 0.49% | Add +1.9% | 78,821 | $8.7M |
| Cordatus Wealth Management LLC | 2.04% | New | 78,406 | $8.7M |
| Captrust Financial Advisors | 0.02% | Reduce -3.8% | 78,111 | $8.6M |
| Corient Private Wealth LP | 0.01% | Add +30.8% | 74,957 | $8.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +2.3% | 74,490 | $8.2M |
| Councilor Wealth, LLC | 3.76% | Reduce -4.2% | 73,380 | $8.1M |
| Polianta Ltd | 3.31% | New | 72,600 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.7% | 72,177 | $8.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -30.3% | 72,116 | $8.0M |
| Capital Advisors, Ltd. LLC | 0.90% | Reduce -0.0% | 72,072 | $8.0M |
| One Day In July LLC | 0.67% | Reduce -0.4% | 71,557 | $7.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.8% | 69,793 | $7.7M |
| Empowered Funds, LLC | 0.08% | Add +13.6% | 69,768 | $7.7M |
| Summit Financial, LLC | 0.12% | Add +220.9% | 68,239 | $7.5M |
| Chicago Partners Investment Group LLC | 0.20% | Reduce -0.6% | 66,804 | $7.5M |
| Ifrah Financial Services, Inc. | 1.91% | Add +0.4% | 66,762 | $7.4M |
| US Bancorp \de | 0.01% | Reduce -4.3% | 64,316 | $7.1M |
| NorthCrest Asset Manangement, LLC | 0.17% | Add +1.7% | 64,274 | $7.1M |
| Allworth Financial LP | 0.03% | Reduce -1.8% | 61,780 | $6.8M |
| Occidental Asset Management, LLC | 0.86% | Add +1.5% | 61,692 | $6.8M |
| Sax Wealth Advisors, LLC | 0.37% | Reduce -5.4% | 61,614 | $6.8M |
| Fortress Financial Group, LLC | 5.14% | Add +5.2% | 60,646 | $6.7M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +3.8% | 57,781 | $6.4M |
| Fifth Third Bancorp | 0.02% | Reduce -2.8% | 57,649 | $6.4M |
| Accretive Wealth Partners, LLC | 1.93% | Add +2.0% | 57,093 | $6.3M |
| Ironwood Financial, llc | 1.12% | Add +1.1% | 56,915 | $6.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.5% | 56,330 | $6.2M |
| Rodgers & Associates, LTD | 0.63% | Reduce -0.9% | 55,171 | $6.1M |
| Castlekeep Investment Advisors LLC | 2.84% | Add +1.7% | 54,986 | $6.1M |
| Sowell Financial Services LLC | 0.23% | Add +2.3% | 54,497 | $6.0M |
| Farther Finance Advisors, LLC | 0.09% | Add +99.0% | 53,717 | $5.9M |
| Abacus Planning Group, Inc. | 0.81% | Add +0.0% | 52,957 | $5.9M |
| Crescent Grove Advisors, LLC | 0.56% | Add +12.8% | 52,779 | $5.8M |
| Stokes Family Office, LLC | 0.55% | No change | 52,385 | $5.8M |
| First County Bank | 2.95% | Add +2.2% | 52,185 | $5.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.2% | 52,140 | $5.8M |
| Cambridge Financial Group, LLC | 1.84% | Add +0.1% | 51,776 | $5.7M |
| Wilmington Savings Fund Society, FSB | 0.14% | Reduce -6.0% | 51,731 | $5.7M |
| Sigma Planning Corp | 0.16% | Add +1.9% | 51,400 | $5.7M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.5% | 49,988 | $5.5M |
| Mma Asset Management LLC | 1.78% | Reduce -5.3% | 48,339 | $5.3M |
| Rovin Capital /Ut/ | 1.47% | Add +200.7% | 47,873 | $5.3M |
| Sonata Capital Group Inc. | 1.92% | Add +1.8% | 47,015 | $5.2M |
| Mission Wealth Management, LP | 0.11% | Reduce -4.3% | 46,845 | $5.2M |
| Salomon & Ludwin, LLC | 0.46% | Reduce -2.2% | 45,189 | $5.1M |
| Quent Capital, LLC | 0.42% | Reduce -0.8% | 45,867 | $5.1M |
| Pittenger & Anderson Inc. | 0.19% | No change | 45,700 | $5.1M |
| IFP Advisors, Inc | 0.13% | Reduce -35.0% | 45,565 | $5.0M |
| Parallel Advisors, LLC | 0.09% | Add +1.1% | 45,524 | $5.0M |
| Level Four Advisory Services, LLC | 0.17% | Reduce -0.1% | 45,368 | $5.0M |
| Advisory Services Network, LLC | 0.07% | Reduce -3.4% | 44,069 | $4.9M |
| Courier Capital LLC | 0.28% | Reduce -2.3% | 44,063 | $4.9M |
| Lutz Financial Services LLC | 0.35% | Reduce -0.2% | 43,812 | $4.8M |
| Natixis Advisors, LLC | 0.01% | Add +0.8% | 42,617 | $4.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | No change | 42,541 | $4.7M |
| Eley Financial Management, Inc | 1.65% | Add +1.5% | 41,434 | $4.6M |
| First Citizens Financial Corp | 2.22% | Add +0.9% | 40,592 | $4.5M |
| Burns J W & Co. Inc. | 0.51% | Reduce -6.4% | 40,383 | $4.5M |
| Graves Light Lenhart Wealth, Inc. | 0.49% | Reduce -1.4% | 40,065 | $4.4M |
| BKM Wealth Management, LLC | 1.62% | Add +0.9% | 39,763 | $4.4M |
| MML Investors Services, LLC | 0.01% | Reduce -10.3% | 39,238 | $4.3M |
| Blue Edge Capital, LLC | 0.61% | Reduce -2.4% | 39,078 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.1% | 38,843 | $4.3M |
| Ethos Financial Group, LLC | 0.34% | Reduce -10.8% | 38,685 | $4.3M |
| DT Investment Partners, LLC | 0.36% | Reduce -12.3% | 38,530 | $4.3M |
| Inspire Trust Co, N.A. | 0.76% | Add +22.6% | 38,000 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +29.0% | 37,866 | $4.2M |
| Clayton Financial Group LLC | 3.04% | Add +0.5% | 37,658 | $4.2M |
| Salus Financial Advisors, LLC | 2.56% | Add +2.1% | 37,601 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.6% | 37,251 | $4.1M |
| Sapient Capital LLC | 0.06% | Reduce -0.3% | 37,035 | $4.1M |
| Independent Financial Group, LLC | 0.10% | Add +464.2% | 36,687 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +0.3% | 36,639 | $4.1M |
| LTG Capital LLC | 3.19% | Reduce -1.2% | 36,629 | $4.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -7.8% | 36,590 | $4.0M |
| Centerpoint Advisors, LLC | 1.24% | Reduce -0.6% | 36,197 | $4.0M |
| Access Investment Management LLC | 1.05% | Add +1.0% | 35,385 | $3.9M |
| Texas Yale Capital Corp. | 0.12% | No change | 35,234 | $3.9M |
| Greenleaf Trust | 0.04% | Reduce -3.3% | 34,968 | $3.9M |
| Azimuth Capital Investment Management LLC | 0.14% | Reduce -10.3% | 34,774 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.4% | 34,211 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -40.1% | 33,924 | $3.8M |
| NewEdge Advisors, LLC | 0.02% | Add +22.6% | 33,656 | $3.7M |
| Oxler Private Wealth LLC | 1.07% | Reduce -0.9% | 33,380 | $3.7M |
| Liberty Capital Management, Inc. | 0.69% | Add +3.4% | 33,143 | $3.7M |
| Evensky & Katz LLC | 0.21% | Reduce -4.0% | 32,355 | $3.6M |
| 1834 Investment Advisors Co. | 0.44% | Reduce -9.1% | 32,313 | $3.6M |
| Causey Wealth LLC | 1.74% | Reduce -3.6% | 32,204 | $3.6M |
| Ramiah Investment Group | 3.13% | Add +196.8% | 31,934 | $3.5M |
| Wealthspire Advisors, LLC | 0.02% | Add +105.0% | 31,720 | $3.5M |
| M1 Capital Management LLC | 1.50% | New | 31,458 | $3.5M |
| Royce & Associates LP | 0.03% | New | 30,702 | $3.4M |
| Northern Trust Corp. | 0.00% | Add +43.5% | 30,678 | $3.4M |
| Mainsail Financial Group, LLC | 1.45% | Add +2.9% | 30,572 | $3.4M |
| InvesTrust | 1.23% | Reduce -0.4% | 30,306 | $3.4M |
| Broadview Financial Management, LLC | 2.24% | Reduce -3.8% | 30,028 | $3.3M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Reduce -4.4% | 28,607 | $3.2M |
| Arkadios Wealth Advisors | 0.08% | Add +12.6% | 28,563 | $3.2M |
| SOA Wealth Advisors, LLC. | 0.50% | Reduce -3.8% | 27,680 | $3.1M |
| Neumann Capital Management, LLC | 0.89% | Add +3.5% | 27,450 | $3.0M |
| Tortoise Investment Management, LLC | 0.27% | Reduce -1.4% | 27,256 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +3.8% | 26,676 | $3.0M |
| UMB Bank, n.a. | 0.04% | Reduce -6.2% | 26,392 | $2.9M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -2.2% | 26,161 | $2.9M |
| Cardiff Park Advisors, LLC | 0.22% | Reduce -1.6% | 26,149 | $2.9M |
| Ullmann Wealth Partners Group, LLC | 0.32% | Reduce -2.1% | 26,118 | $2.9M |
| Ballentine Partners, LLC | 0.04% | No change | 26,076 | $2.9M |
| Birch Hill Investment Advisors LLC | 0.12% | Reduce -9.9% | 26,059 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.11% | Reduce -31.1% | 25,729 | $2.8M |
| Becker Capital Management Inc. | 0.08% | No change | 25,611 | $2.8M |
| One Wealth Advisors, LLC | 0.36% | Reduce -1.1% | 25,595 | $2.8M |
| Quantinno Capital Management LP | 0.01% | Add +141.0% | 25,594 | $2.8M |
| Tiemann Investment Advisors, LLC | 1.04% | Add +1.1% | 24,488 | $2.7M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -5.5% | 24,083 | $2.7M |
| MSH Capital Advisors LLC | 0.70% | Reduce -5.9% | 23,569 | $2.6M |
| Baring Financial LLC | 1.76% | Add +5.5% | 23,356 | $2.6M |
| ARK & TLK Investments, LLC | 0.80% | No change | 22,936 | $2.5M |
| Midwest Trust Co | 0.03% | Reduce -3.5% | 22,787 | $2.5M |
| Wesbanco Bank Inc. | 0.07% | Reduce -0.2% | 22,772 | $2.5M |
| Triangle Securities Wealth Management | 0.56% | Add +0.1% | 22,297 | $2.5M |
| Astra Wealth Partners LLC | 1.71% | Reduce -8.3% | 22,268 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.8% | 22,238 | $2.5M |
| Nwam LLC | 0.13% | Add +0.0% | 21,520 | $2.4M |
| Bridges Investment Management Inc. | 0.03% | Reduce -0.4% | 21,533 | $2.4M |
| Avior Wealth Management, LLC | 0.08% | Reduce -2.1% | 21,308 | $2.4M |
| Alpine Bank Wealth Management | 0.33% | No change | 20,900 | $2.3M |
| AtlasMark Financial, Inc | 1.54% | Reduce -0.8% | 20,825 | $2.3M |
| Citigroup Inc. | 0.00% | Add +4.5% | 20,734 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.81% | Add +0.4% | 20,337 | $2.2M |
| Quadcap Wealth Management, LLC | 0.26% | Reduce -10.8% | 20,189 | $2.2M |
| LifeSteps Financial, Inc. | 1.43% | Reduce -6.3% | 20,146 | $2.2M |
| Taylor Financial Group, Inc. | 1.28% | Reduce -3.6% | 20,081 | $2.2M |
| Soltis Investment Advisors LLC | 0.15% | Reduce -1.2% | 20,026 | $2.2M |
| St. Louis Trust Co | 0.28% | Add +0.0% | 20,024 | $2.2M |
| Associated Banc-Corp | 0.06% | Reduce -7.2% | 19,784 | $2.2M |
| Larson Financial Group LLC | 0.08% | Reduce -1.5% | 19,608 | $2.2M |
| Oarsman Capital, Inc. | 0.30% | Reduce -3.3% | 19,434 | $2.1M |
| LMG Wealth Partners, LLC | 0.40% | New | 19,316 | $2.1M |
| Columbia Bank | 0.60% | Add +7.5% | 19,239 | $2.1M |
| Seven Mile Advisory | 0.35% | New | 19,168 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -70.3% | 19,160 | $2.1M |
| First Merchants Corp. | 0.08% | Reduce -3.8% | 18,728 | $2.1M |
| Goelzer Investment Management, Inc. | 0.11% | Add +0.1% | 18,615 | $2.1M |
| Two Sigma Investments, LP | 0.00% | New | 18,500 | $2.0M |
| Sequent Asset Management, LLC | 0.97% | No change | 18,402 | $2.0M |
| Stillwater Capital Advisors, LLC | 0.23% | Add +0.9% | 18,284 | $2.0M |
| &partners | 0.01% | Add +67.9% | 18,122 | $2.0M |
| Mather Group, Llc. | 0.02% | Add +4.9% | 17,689 | $2.0M |
| Novak & Powell Financial Services, Inc. | 1.01% | Add +151.6% | 17,390 | $1.9M |
| CM Wealth Advisors LLC | 0.50% | Add +16.3% | 17,150 | $1.9M |
| Hurley Capital, LLC | 1.05% | Add +1.5% | 16,818 | $1.9M |
| Capital Squared Financial LLC | 1.58% | Reduce -1.4% | 16,486 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Reduce -2.4% | 15,951 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.9% | 15,859 | $1.8M |
| Cwm, LLC | 0.01% | Reduce -13.9% | 15,775 | $1.7M |
| Agf Management Ltd. | 0.01% | Reduce -0.9% | 15,675 | $1.7M |
| PKS Advisory Services, LLC | 0.39% | Add +3.4% | 15,179 | $1.7M |
| Strategic Blueprint, LLC | 0.07% | New | 15,112 | $1.7M |
| Sequent Planning LLC | 0.47% | Reduce -65.7% | 15,014 | $1.7M |
| Physician Wealth Advisors, Inc. | 0.24% | Reduce -2.2% | 14,967 | $1.7M |
| First Hawaiian Bank | 0.21% | Reduce -3.1% | 14,877 | $1.6M |
| King Wealth Management Group | 0.20% | Reduce -1.4% | 14,551 | $1.6M |
| Zhang Financial LLC | 0.06% | Add +0.1% | 14,288 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.32% | Reduce -0.8% | 14,234 | $1.6M |
| Country Club Bank | 0.09% | Reduce -7.5% | 14,229 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,156 | $1.6M |
| Lee, Kelleher & Klein Wealth Management | 0.96% | Add +0.0% | 14,150 | $1.6M |
| City Holding Co. | 0.19% | Reduce -0.1% | 13,944 | $1.5M |
| Tobias Financial Advisors, Inc. | 0.23% | Reduce -1.8% | 13,759 | $1.5M |
| Klingenstein Fields & Co. LP | 0.06% | New | 13,758 | $1.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -2.8% | 13,420 | $1.5M |
| Simon Quick Advisors, LLC | 0.07% | No change | 13,414 | $1.5M |
| StoneX Group Inc. | 0.06% | Reduce -0.3% | 13,144 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -8.8% | 12,998 | $1.4M |
| American Investment Services, Inc. | 0.34% | No change | 12,950 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -2.0% | 12,650 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -71.7% | 12,747 | $1.4M |
| GFS Advisors, LLC | 0.18% | Reduce -0.8% | 12,672 | $1.4M |
| Pacific Financial Group Inc. | 1.02% | Reduce -0.7% | 12,498 | $1.4M |
| Compound Planning, Inc. | 0.04% | Reduce -82.7% | 12,256 | $1.4M |
| Kraft, Davis & Associates, LLC | 0.33% | Reduce -30.8% | 12,078 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -5.6% | 12,199 | $1.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.45% | Add +4.4% | 11,850 | $1.3M |
| SigFig Wealth Management, LLC | 0.04% | Add +6.3% | 12,051 | $1.3M |
| Lansing Street Advisors | 0.35% | Reduce -73.8% | 12,009 | $1.3M |
| Elevation Wealth Partners, LLC | 0.48% | Add +0.4% | 12,004 | $1.3M |
| FAS Wealth Partners, Inc. | 0.09% | Add +0.5% | 11,794 | $1.3M |
| Ehrlich Financial Group | 0.77% | Reduce -8.7% | 11,781 | $1.3M |
| Operose Advisors LLC | 0.32% | Reduce -8.9% | 11,638 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -20.8% | 11,604 | $1.3M |
| Versant Capital Management, Inc | 0.17% | Add +0.5% | 11,284 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Reduce -4.9% | 11,257 | $1.2M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.5% | 11,058 | $1.2M |
| Tompkins Financial Corp. | 0.10% | No change | 11,046 | $1.2M |
| MCF Advisors LLC | 0.07% | Add +0.0% | 10,884 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.4% | 10,847 | $1.2M |
| Dentgroup LLC | 0.76% | Reduce -1.8% | 10,677 | $1.2M |
| Capital Analysts, LLC | 0.03% | Reduce -6.6% | 10,644 | $1.2M |
| WealthShield Partners, LLC | 0.13% | Add +70.4% | 10,639 | $1.2M |
| Nalls Sherbakoff Group, LLC | 0.77% | Reduce -0.2% | 10,310 | $1.1M |
| Everest Private Wealth | 0.72% | No change | 10,283 | $1.1M |
| Planning Alternatives Ltd. | 0.15% | No change | 10,251 | $1.1M |
| Thomasville National Bank | 0.07% | Reduce -8.0% | 10,175 | $1.1M |
| PBMares Wealth Management LLC | 0.18% | Add +0.1% | 10,130 | $1.1M |
| Independent Family Office, LLC | 0.47% | No change | 10,080 | $1.1M |
| 3Chopt Investment Partners, LLC | 0.25% | No change | 10,069 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -65.9% | 10,054 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.9% | 10,046 | $1.1M |
| Intergy Private Wealth, LLC | 0.35% | Add +5.4% | 10,002 | $1.1M |
| Campion Asset Management | 0.78% | Reduce -5.2% | 9,944 | $1.1M |
| Bangor Savings Bank | 0.09% | No change | 9,845 | $1.1M |
| American National Bank & Trust | 0.11% | No change | 9,800 | $1.1M |
| KFG Wealth Management, LLC | 0.16% | New | 9,777 | $1.1M |
| Squire Investment Management Company, LLC | 0.35% | No change | 9,761 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.38% | Add +1.4% | 9,701 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.09% | No change | 9,496 | $1.1M |
| Valpey Financial Services, LLC | 0.68% | Reduce -0.9% | 9,407 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +0.7% | 9,363 | $1.0M |
| Regal Investment Advisors LLC | 0.07% | Add +0.1% | 9,344 | $1.0M |
| Wealth Management Partners, LLC | 0.33% | Reduce -1.1% | 9,338 | $1.0M |
| Peregrine Asset Advisers, Inc. | 0.31% | Reduce -0.6% | 9,272 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -16.9% | 9,179 | $1.0M |
| Thompson Investment Management, Inc. | 0.14% | Add +8.9% | 9,133 | $1.0M |
| Crestwood Advisors Group, LLC | 0.02% | Add +2.1% | 9,083 | $1.0M |
| Morris Financial Concepts, Inc. | 0.36% | Reduce -4.6% | 9,035 | $999K |
| TD Private Client Wealth LLC | 0.02% | Reduce -6.8% | 9,003 | $996K |
| Bruce G. Allen Investments, LLC | 0.71% | Add +0.3% | 8,917 | $986K |
| Choreo, LLC | 0.01% | Reduce -1.0% | 8,906 | $985K |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | Add +0.2% | 8,852 | $979K |
| Future Fund LLC | 0.34% | No change | 8,787 | $972K |
| Argent Trust Co | 0.03% | Reduce -33.8% | 8,774 | $970K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +30.2% | 8,768 | $970K |
| Sepio Capital, LP | 0.06% | No change | 8,757 | $968K |
| Mandatum Life Insurance Co Ltd | 0.23% | No change | 8,712 | $963K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -65.4% | 8,687 | $963K |
| Claro Advisors Inc. | 0.14% | Add +2.0% | 8,639 | $955K |
| VAUGHAN & Co SECURITIES, INC. | 0.51% | No change | 8,633 | $955K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 8,567 | $947K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -17.9% | 8,483 | $938K |
| Total Wealth Planning, LLC | 0.11% | Add +6.4% | 8,399 | $929K |
| Christensen, King & Associates Investment Services, Inc. | 0.40% | Reduce -0.4% | 8,379 | $927K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.2% | 8,302 | $918K |
| Blair William & Co. | 0.00% | Reduce -1.6% | 8,299 | $918K |
| Ritter Daniher Financial Advisory LLC / DE | 0.16% | Reduce -4.7% | 8,293 | $917K |
| Dumont & Blake Investment Advisors LLC | 0.22% | Add +0.4% | 8,286 | $916K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 8,237 | $911K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 8,221 | $909K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.2% | 8,204 | $907K |
| Wedmont Private Capital | 0.03% | No change | 7,979 | $880K |
| Main Street Financial Solutions, LLC | 0.06% | Add +0.4% | 7,902 | $874K |
| High Net Worth Advisory Group LLC | 0.21% | No change | 7,900 | $874K |
| First Trust Advisors LP | 0.00% | Add +42.0% | 7,873 | $871K |
| HRT Financial LP | 0.00% | Reduce -40.3% | 7,846 | $867K |
| Cahill Financial Advisors Inc. | 0.10% | Add +1.3% | 7,814 | $864K |
| Park Place Capital Corp | 0.18% | Reduce -34.7% | 7,797 | $862K |
| Apella Capital, LLC | 0.02% | Add +0.0% | 7,818 | $858K |
| Commerce Bank | 0.00% | No change | 7,590 | $839K |
| Evoke Wealth, LLC | 0.02% | Reduce -9.4% | 7,567 | $837K |
| Brighton Jones LLC | 0.02% | Add +0.2% | 7,474 | $827K |
| Financial Partners Group, Inc | 0.10% | Add +0.1% | 7,448 | $824K |
| Vickerman Investment Advisors, Inc. | 0.17% | No change | 7,409 | $819K |
| Aft, Forsyth & Company, Inc. | 0.39% | Add +0.1% | 7,309 | $808K |
| Citizens Financial Group Inc. | 0.01% | Add +5.6% | 7,272 | $804K |
| Forum Private Client Group LLC | 0.29% | Reduce -1.0% | 7,254 | $802K |
| Parkside Financial Bank & Trust | 0.06% | No change | 7,120 | $787K |
| Greenup Street Wealth Management LLC | 0.12% | Add +153.6% | 7,008 | $775K |
| Renasant Bank | 0.49% | Reduce -29.2% | 6,960 | $770K |
| Quarry Hill Advisors, LLC | 0.39% | No change | 6,890 | $762K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 6,857 | $758K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +16.4% | 6,703 | $741K |
| Financial Strategies Group, Inc. | 0.14% | Reduce -3.0% | 6,703 | $740K |
| Axis Wealth Partners, LLC | 0.43% | Add +40.7% | 6,636 | $734K |
| Principal Securities, Inc. | 0.01% | Reduce -1.6% | 6,626 | $733K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -1.1% | 6,590 | $729K |
| Mystic Asset Management, Inc. | 0.16% | Reduce -1.5% | 6,535 | $723K |
| Nikulski Financial, Inc. | 0.18% | Reduce -9.9% | 6,475 | $716K |
| Oppenheimer & Co. Inc. | 0.01% | Add +23.3% | 6,457 | $714K |
| Sprinkle Financial Consultants LLC | 0.40% | Add +0.4% | 6,402 | $708K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.5% | 6,347 | $702K |
| Composition Wealth, LLC | 0.01% | Reduce -11.7% | 6,342 | $701K |
| SCS Capital Management LLC | 0.01% | Reduce -30.4% | 6,319 | $699K |
| Watts Gwilliam & Co., LLC | 0.11% | Add +0.1% | 6,313 | $698K |
| Kendall Capital Management | 0.16% | Add +0.7% | 6,271 | $694K |
| Heritage Wealth Advisors | 0.03% | No change | 6,270 | $693K |
| XTX Topco Ltd | 0.04% | New | 6,257 | $692K |
| Cyndeo Wealth Partners, LLC | 0.04% | No change | 6,246 | $691K |
| TAGStone Capital, Inc. | 0.27% | Reduce -11.2% | 6,243 | $690K |
| Spire Wealth Management | 0.02% | Reduce -14.2% | 6,226 | $689K |
| TrinityBridge Ltd | 0.02% | No change | 6,201 | $686K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +0.3% | 6,208 | $685K |
| Newton One Investments LLC | 0.20% | Add +0.5% | 6,118 | $677K |
| Anchor Investment Management, LLC | 0.06% | No change | 6,114 | $676K |
| Center for Financial Planning, Inc. | 0.07% | Reduce -2.2% | 6,102 | $675K |
| Creative Financial Designs Inc. | 0.05% | Add +0.4% | 6,086 | $673K |
| Busey Bank | 0.02% | No change | 6,037 | $668K |
| Colonial Trust Co / SC | 0.09% | No change | 6,000 | $664K |
| Patton Albertson Miller Group, LLC | 0.08% | No change | 5,990 | $662K |
| Financial Alternatives, Inc | 0.40% | No change | 5,970 | $660K |
| Clearstead Advisors, LLC | 0.01% | Add +1.6% | 5,916 | $654K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +0.0% | 5,866 | $649K |
| Founders Grove Wealth Partners, LLC | 0.15% | Add +55.4% | 5,842 | $646K |
| Prostatis Group LLC | 0.16% | Reduce -0.1% | 5,788 | $640K |
| JNBA Financial Advisors | 0.06% | No change | 5,781 | $639K |
| Private Trust Co. NA | 0.06% | Add +773.9% | 5,724 | $633K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 5,672 | $627K |
| WJ Financial Advisors LLC | 0.60% | — | 5,617 | $621K |
| Cozad Asset Management Inc. | 0.05% | Add +0.0% | 5,596 | $619K |
| Sachem Hill LLC | 0.12% | Reduce -11.2% | 5,595 | $619K |
| Meredith Wealth Planning | 0.20% | Reduce -0.2% | 5,570 | $616K |
| Vestia Personal Wealth Advisors | 0.33% | Add +0.2% | 5,520 | $610K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.7% | 5,475 | $605K |
| Accelerate Investment Advisors LLC | 0.41% | Add +0.4% | 5,447 | $602K |
| Sage Financial Group Inc. | 0.04% | Add +4.4% | 5,397 | $597K |
| Fifth Third Securities, Inc. | 0.04% | Add +1.6% | 5,387 | $596K |
| Northwest Wealth Management, LLC | 0.10% | Reduce -3.4% | 5,342 | $591K |
| Finley Financial, LLC | 0.27% | No change | 5,340 | $591K |
| Blackston Financial Advisory Group, LLC | 0.35% | Reduce -22.1% | 5,329 | $589K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -13.8% | 5,275 | $583K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.2% | 5,271 | $583K |
| Awm Capital, LLC | 0.05% | No change | 5,266 | $582K |
| Vise Technologies, Inc. | 0.02% | Reduce -7.0% | 5,240 | $579K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -14.9% | 5,224 | $578K |
| TCFG Wealth Management, LLC | 0.23% | Add +5.5% | 5,169 | $575K |
| Hubbell Strickland Wealth Management, LLC | 0.23% | Reduce -3.4% | 5,164 | $571K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -9.3% | 5,051 | $559K |
| Richwood Investment Advisors, LLC | 0.44% | No change | 5,043 | $558K |
| Stephens Inc. | 0.01% | Reduce -1.8% | 5,042 | $558K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -3.3% | 5,030 | $556K |
| Cottage Street Advisors LLC | 0.24% | No change | 5,014 | $555K |
| Barrett & Company, Inc. | 0.19% | Reduce -4.9% | 4,943 | $547K |
| Rwa Wealth Partners, LLC | 0.01% | Add +67.5% | 4,934 | $546K |
| Equitable Trust Co. | 0.02% | No change | 4,896 | $541K |
| First Horizon Corp. | 0.03% | — | 4,878 | $539K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -84.1% | 4,874 | $539K |
| Juncture Wealth Strategies, LLC | 0.18% | Reduce -7.2% | 4,867 | $538K |
| Roberts Financial Services LLC | 0.17% | Reduce -44.1% | 4,834 | $535K |
| Pure Portfolios Holdings LLC | 0.17% | Reduce -0.6% | 4,774 | $528K |
| Cypress Financial Planning LLC | 0.16% | Reduce -1.9% | 4,771 | $528K |
| Key Financial Inc | 0.10% | No change | 4,728 | $527K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -6.3% | 4,712 | $521K |
| JSF Financial, LLC | 0.11% | Add +0.2% | 4,641 | $513K |
| Vicus Capital | 0.04% | Reduce -17.7% | 4,624 | $511K |
| Essex Financial Services, Inc. | 0.03% | Reduce -22.4% | 4,622 | $511K |
| Beckerman Institutional, LLC | 0.30% | Reduce -1.9% | 4,608 | $510K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -1.4% | 4,585 | $507K |
| Cambridge Capital Management, LLC | 0.24% | Add +0.7% | 4,564 | $505K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.0% | 4,491 | $497K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.5% | 4,489 | $496K |
| Breakwater Capital Group | 0.07% | Reduce -0.9% | 4,459 | $493K |
| Greenspring Advisors, LLC | 0.09% | — | 4,450 | $492K |
| Retirement Planning Co of New England, Inc. | 0.20% | Reduce -6.3% | 4,446 | $492K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.0% | 4,348 | $488K |
| Trail Ridge Investment Advisors, LLC | 0.22% | Add +0.2% | 4,391 | $486K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +2.4% | 4,350 | $481K |
| Penobscot Wealth Management | 0.15% | New | 4,341 | $480K |
| First Financial Bank - Trust Division | 0.04% | No change | 4,336 | $480K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +0.1% | 4,324 | $478K |
| Uptown Financial Advisors LLC | 0.42% | No change | 4,291 | $475K |
| Vista Capital Partners, Inc. | 0.05% | No change | 4,284 | $474K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 4,243 | $469K |
| Valley Wealth Managers, Inc. | 0.03% | Reduce -12.0% | 4,211 | $466K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.3% | 4,204 | $465K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.5% | 4,175 | $462K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.4% | 4,145 | $459K |
| Fiduciary Advisors, Inc. | 0.37% | Add +0.4% | 4,146 | $458K |
| Hancock Whitney Corp. | 0.01% | Add +5.6% | 4,121 | $456K |
| Global Retirement Partners, LLC | 0.01% | Reduce -1.6% | 4,119 | $455K |
| SkyOak Wealth, LLC | 0.09% | Reduce -16.3% | 4,111 | $455K |
| Bfsg, LLC | 0.04% | No change | 4,075 | $451K |
| Moloney Securities Asset Management, LLC | 0.05% | No change | 4,051 | $448K |
| SageView Advisory Group, LLC | 0.02% | Add +0.1% | 4,014 | $444K |
| NorthLanding Financial Partners, LLC | 0.37% | Reduce -8.9% | 3,981 | $440K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -5.2% | 3,924 | $434K |
| Shoker Investment Counsel, Inc. | 0.13% | Reduce -0.1% | 3,914 | $433K |
| Pension & Wealth Management Advisors, Inc. | 0.14% | Reduce -7.2% | 3,895 | $431K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Reduce -6.1% | 3,882 | $429K |
| Old National Bancorp | 0.01% | New | 3,845 | $425K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 3,842 | $425K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -6.8% | 3,840 | $425K |
| SOL Capital Management CO | 0.04% | Reduce -9.7% | 3,837 | $424K |
| Tactive Advisors, LLC | 0.12% | New | 3,826 | $423K |
| Great Lakes Advisors, LLC | 0.00% | No change | 3,810 | $421K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | No change | 3,806 | $421K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -3.6% | 3,802 | $420K |
| Focus Financial Network, Inc. | 0.01% | New | 3,775 | $418K |
| Conning Inc. | 0.01% | Reduce -25.2% | 3,771 | $417K |
| LJI Wealth Management, LLC | 0.07% | Reduce -18.2% | 3,734 | $413K |
| Savvy Advisors, Inc. | 0.02% | Add +0.3% | 3,724 | $412K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -20.9% | 3,723 | $412K |
| Maple Capital Management, Inc. | 0.03% | No change | 3,695 | $409K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -3.1% | 3,688 | $408K |
| Valmark Advisers, Inc. | 0.01% | Add +0.8% | 3,630 | $401K |
| Dakota Wealth Management | 0.01% | Add +0.4% | 3,614 | $400K |
| Sage Capital Management, LLC | 0.18% | Add +0.4% | 3,597 | $398K |
| Bessemer Group Inc. | 0.00% | Add +2.9% | 3,585 | $397K |
| Mayport, LLC | 0.09% | Add +0.0% | 3,577 | $396K |
| Modern Wealth Management, LLC | 0.01% | Reduce -19.8% | 3,576 | $395K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,573 | $395K |
| Whittier Trust Co. | 0.00% | Add +0.8% | 3,510 | $394K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +4.3% | 3,555 | $393K |
| HB Wealth Management, LLC | 0.00% | Add +70.1% | 3,546 | $392K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 3,530 | $390K |
| Inlight Wealth Management, LLC | 0.18% | No change | 3,528 | $390K |
| Fulton Bank, N.A. | 0.01% | Add +8.5% | 3,518 | $389K |
| Altiora Financial Group, LLC | 0.07% | No change | 3,466 | $383K |
| Pacific Sun Financial Corp | 0.18% | Reduce -2.1% | 3,435 | $380K |
| Leo Wealth, LLC | 0.05% | Reduce -38.3% | 3,377 | $373K |
| Wealth Dimensions Group, Ltd. | 0.08% | Add +2.0% | 3,323 | $367K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 3,309 | $366K |
| New Republic Capital, LLC | 0.11% | Add +0.5% | 3,287 | $364K |
| Krilogy Financial LLC | 0.01% | New | 3,253 | $361K |
| SYM FINANCIAL Corp | 0.04% | Reduce -17.9% | 3,258 | $360K |
| Next Capital Management LLC | 0.12% | No change | 3,230 | $357K |
| Montecito Bank & Trust | 0.06% | — | 3,225 | $357K |
| Principle Wealth Partners LLC | 0.02% | New | 3,208 | $355K |
| SouthState Bank Corp | 0.02% | No change | 3,196 | $353K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.9% | 3,162 | $350K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.8% | 3,136 | $347K |
| Atlantic Union Bankshares Corp | 0.01% | Add +35.6% | 3,120 | $345K |
| Element Wealth, LLC | 0.15% | Add +7.7% | 3,118 | $345K |
| Lester Murray Antman dba SimplyRich | 0.09% | No change | 3,102 | $343K |
| Summit Global Investments | 0.02% | No change | 3,085 | $341K |
| Transcend Capital Advisors, LLC | 0.02% | Add +16.2% | 3,064 | $339K |
| Keystone Wealth Services, LLC | 0.07% | No change | 3,060 | $338K |
| TrueWealth Advisors, LLC | 0.09% | No change | 3,059 | $338K |
| Howe & Rusling Inc. | 0.02% | No change | 3,032 | $335K |
| DAVENPORT & Co LLC | 0.00% | Add +9.2% | 3,019 | $334K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +3.7% | 3,017 | $334K |
| Two Sigma Securities, LLC | 0.05% | Reduce -38.2% | 3,013 | $333K |
| Smart Portfolios, LLC | 0.32% | Reduce -3.3% | 3,012 | $333K |
| Willner & Heller, LLC | 0.26% | Add +1.0% | 3,007 | $333K |
| Betterment LLC | 0.00% | Reduce -5.1% | 3,006 | $332K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 3,320 | $330K |
| Corepath Wealth Partners LLC | 0.24% | Reduce -84.7% | 2,933 | $328K |
| Fidelis Capital Partners, LLC | 0.03% | New | 2,944 | $326K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.8% | 2,943 | $326K |
| Aegis Wealth Management LLC | 0.17% | No change | 2,925 | $323K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -16.7% | 2,920 | $323K |
| Sound Income Strategies, LLC | 0.02% | Reduce -47.9% | 2,930 | $322K |
| NorthRock Partners, LLC | 0.01% | Reduce -6.8% | 2,874 | $318K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -6.9% | 2,872 | $318K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.1% | 2,820 | $312K |
| Curated Wealth Partners LLC | 0.04% | No change | 2,819 | $312K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -44.0% | 2,802 | $310K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,788 | $308K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -8.8% | 2,756 | $305K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -17.8% | 2,724 | $301K |
| Webster Bank, N. A. | 0.03% | Add +125.4% | 2,712 | $300K |
| Warner Financial, Inc. | 0.11% | Add +0.1% | 2,705 | $299K |
| Wealth Quarterback LLC | 0.12% | Add +8.9% | 2,703 | $299K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 2,702 | $299K |
| Diversified Trust Co. | 0.01% | No change | 2,697 | $298K |
| Smith Salley Wealth Management | 0.02% | Add +2.5% | 2,679 | $296K |
| Victory Financial Group, LLC | 0.04% | Reduce -24.8% | 2,639 | $292K |
| Mullaney, Keating & Wright, Inc. | 0.16% | Add +0.3% | 2,614 | $289K |
| Avion Wealth | 0.06% | No change | 2,608 | $288K |
| Life Planning Partners, Inc | 0.21% | No change | 2,596 | $287K |
| Dynamic Financial Group | 0.25% | Reduce -2.4% | 2,583 | $286K |
| Moors & Cabot, Inc. | 0.01% | Reduce -1.4% | 2,578 | $285K |
| Mechanics Financial Corp | 0.11% | No change | 2,576 | $285K |
| Sterling Wealth Management, Inc. | 0.09% | Add +0.1% | 2,565 | $284K |
| Saxon Interests, Inc. | 0.11% | New | 2,589 | $284K |
| KPP Advisory Services LLC | 0.04% | Reduce -0.5% | 2,561 | $283K |
| Atlantic Edge Private Wealth Management, LLC | 0.07% | No change | 2,540 | $281K |
| Sims Investment Management, LLC | 0.10% | Reduce -11.9% | 2,537 | $281K |
| Welch Group, LLC | 0.01% | New | 2,526 | $279K |
| Bensler, LLC | 0.03% | Reduce -11.8% | 2,523 | $279K |
| MidAtlantic Capital Management, Inc. | 0.19% | Add +0.0% | 2,480 | $274K |
| Inspirion Wealth Advisors, LLC | 0.04% | No change | 2,526 | $272K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 2,458 | $272K |
| Hardin Capital Partners, LLC | 0.15% | No change | 2,453 | $271K |
| Venture Visionary Partners LLC | 0.01% | Reduce -11.4% | 2,448 | $271K |
| Blue Bell Private Wealth Management, LLC | 0.04% | No change | 2,440 | $270K |
| Gen-Wealth Partners Inc | 0.09% | No change | 2,434 | $269K |
| Financial Perspectives, Inc | 0.07% | Add +2.1% | 2,413 | $267K |
| Cim, LLC | 0.03% | Add +0.3% | 2,412 | $267K |
| Pinnacle Financial Group, LLC / IL | 0.08% | Reduce -7.7% | 2,410 | $267K |
| Enclave Advisors LLC | 0.04% | Reduce -33.5% | 2,352 | $260K |
| Panoramic Investment Advisors, LLC | 0.15% | No change | 2,345 | $259K |
| Strive Asset Management, LLC | 0.14% | Reduce -65.6% | 2,340 | $259K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,330 | $258K |
| Global Trust Asset Management, LLC | 0.12% | Reduce -5.0% | 2,319 | $256K |
| Morton Brown Family Wealth, LLC | 0.07% | No change | 2,304 | $255K |
| Marco Investment Management LLC | 0.02% | No change | 2,292 | $253K |
| Integrated Investment Consultants, LLC | 0.04% | Add +5.2% | 2,289 | $253K |
| Founders Financial Securities LLC | 0.02% | Reduce -13.9% | 2,280 | $252K |
| IFG Advisors, LLC | 0.04% | Reduce -48.2% | 2,278 | $252K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -0.0% | 2,270 | $251K |
| Keener Financial Planning LLC | 0.12% | No change | 2,257 | $249K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,250 | $249K |
| Milestones Private Investment Advisors LLC | 0.17% | Add +0.0% | 2,250 | $249K |
| Neuberger Berman Group LLC | 0.00% | New | 2,244 | $248K |
| Foster & Motley Inc. | 0.01% | No change | 2,238 | $248K |
| TRUE Private Wealth Advisors | 0.03% | New | 2,212 | $245K |
| Cosner Financial Group, LLC | 0.13% | No change | 2,201 | $243K |
| Peak Asset Management, LLC | 0.04% | No change | 2,200 | $243K |
| My Personal CFO, LLC | 0.09% | New | 2,164 | $239K |
| Foundation Wealth Management, LLC\PA | 0.09% | No change | 2,164 | $239K |
| Towerpoint Wealth, LLC | 0.10% | Reduce -1.7% | 2,158 | $239K |
| Weil Company, Inc. | 0.06% | Add +0.1% | 2,156 | $238K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 2,122 | $235K |
| Painted Porch Advisors LLC | 0.09% | Add +2.6% | 2,104 | $233K |
| Silverlake Wealth Management LLC | 0.06% | Add +0.1% | 2,101 | $232K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,100 | $232K |
| Guidance Point Advisors, LLC | 0.06% | Reduce -2.2% | 2,067 | $229K |
| Conservest Capital Advisors, Inc. | 0.02% | New | 2,045 | $226K |
| Arete Wealth Advisors, LLC | 0.01% | New | 2,042 | $226K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.4% | 2,039 | $225K |
| Facet Wealth, Inc. | 0.00% | Add +1.0% | 2,033 | $225K |
| Vawter Financial, Ltd. | 0.10% | New | 2,020 | $223K |
| Net Worth Advisory Group | 0.06% | Reduce -88.8% | 2,017 | $223K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,000 | $223K |
| National Bank of Canada | 0.00% | Add +593.8% | 2,005 | $222K |
| Jeppson Wealth Management, LLC | 0.07% | New | 2,000 | $221K |
| BBR Partners, LLC | 0.01% | New | 2,000 | $221K |
| Camelot Technology Advisors, Inc. | 0.18% | New | 1,992 | $220K |
| Wick Capital Partners, LLC | 0.05% | New | 1,978 | $219K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -9.7% | 1,975 | $218K |
| Keel Point, LLC | 0.01% | New | 1,967 | $218K |
| Benningfield Financial Advisors, LLC | 0.17% | New | 1,965 | $217K |
| Ashton Thomas Securities, LLC | 0.03% | New | 1,952 | $216K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 1,950 | $216K |
| GWN Securities Inc. | 0.05% | New | 1,924 | $214K |
| Boston Family Office LLC | 0.01% | Reduce -21.3% | 1,930 | $213K |
| Trust Co of the South | 0.04% | New | 1,920 | $212K |
| IFG Advisory, LLC | 0.01% | New | 1,911 | $211K |
| Destiny Capital Corp | 0.11% | New | 1,899 | $210K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 1,889 | $209K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 1,879 | $208K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.5% | 1,876 | $207K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,864 | $206K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 1,865 | $206K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,856 | $205K |
| Meridian Financial Advisors, LLC | 0.12% | New | 1,849 | $204K |
| Allen Investment Management, LLC | 0.00% | New | 1,836 | $203K |
| Sei Investments Co. | 0.00% | New | 1,833 | $203K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1287.9% | 1,832 | $203K |
| Sharper & Granite LLC | 0.07% | New | 1,827 | $202K |
| Optimist Retirement Group LLC | 0.09% | New | 1,822 | $202K |
| ORG Partners LLC | 0.04% | Add +1.3% | 1,820 | $201K |
| MV Capital Management, Inc. | 0.02% | No change | 1,797 | $199K |
| Insight Inv LLC | 0.12% | Reduce -46.2% | 1,789 | $198K |
| NBT Bank, N.A. | 0.01% | Reduce -25.9% | 1,319 | $197K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,779 | $197K |
| Benchmark Investment Advisors LLC | 0.11% | — | 1,721 | $190K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,660 | $184K |
| Sunbelt Securities, Inc. | 0.01% | Add +116.2% | 1,643 | $182K |
| Grey Fox Wealth Advisors, LLC | 0.04% | New | 1,572 | $174K |
| HighMark Wealth Management LLC | 0.08% | Add +0.5% | 1,556 | $172K |
| Matrix Private Capital Group LLC | 0.09% | No change | 1,547 | $171K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 1,538 | $170K |
| VSM Wealth Advisory, LLC | 0.05% | Add +0.1% | 1,533 | $170K |
| Winthrop Capital Management, LLC | 0.04% | No change | 1,524 | $169K |
| Dogwood Wealth Management LLC | 0.08% | Add +16.4% | 1,493 | $165K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -9.6% | 1,412 | $156K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.9% | 1,398 | $155K |
| Rise Advisors, LLC | 0.05% | Add +0.3% | 1,334 | $147K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,323 | $146K |
| CGC Financial Services, LLC | 0.04% | Reduce -36.8% | 1,309 | $145K |
| Archer Investment Corp | 0.03% | No change | 1,307 | $145K |
| AllSquare Wealth Management LLC | 0.07% | No change | 1,282 | $142K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,271 | $141K |
| Harbor Asset Planning, Inc. | 0.12% | Add +0.6% | 1,257 | $139K |
| Copia Wealth Management | 0.10% | No change | 1,255 | $139K |
| Hollencrest Capital Management | 0.01% | No change | 1,250 | $138K |
| Financial Life Planners | 0.09% | New | 1,241 | $137K |
| Evergreen Private Wealth LLC | 0.06% | Add +6.3% | 1,237 | $137K |
| Coastline Trust Co | 0.01% | Reduce -11.4% | 1,237 | $137K |
| Westside Investment Management, Inc. | 0.02% | Add +14.6% | 1,212 | $134K |
| Assetmark, Inc. | 0.00% | Reduce -35.7% | 1,206 | $133K |
| BlackRock, Inc. | 0.00% | No change | 1,201 | $133K |
| HM Payson & Co. | 0.00% | No change | 1,198 | $132K |
| Longview Financial Advisors LLC | 0.07% | No change | 1,173 | $130K |
| Horizon Investments, LLC | 0.00% | No change | 1,151 | $127K |
| Ancora Advisors LLC | 0.00% | New | 1,140 | $126K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -2.2% | 1,090 | $121K |
| Blue Trust, Inc. | 0.00% | Reduce -8.5% | 1,076 | $119K |
| Russell Investments Group, Ltd. | 0.00% | Add +85.8% | 1,046 | $116K |
| Cordant, Inc. | 0.05% | No change | 984 | $109K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 972 | $107K |
| Hemington Wealth Management | 0.01% | No change | 969 | $107K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 923 | $102K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -25.4% | 862 | $95K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -2.3% | 845 | $93K |
| Tidemark, LLC | 0.03% | No change | 820 | $91K |
| Orion Capital Management LLC | 0.03% | No change | 804 | $89K |
| Hilltop National Bank | 0.02% | Reduce -23.0% | 780 | $86K |
| Arlington Trust Co LLC | 0.01% | No change | 750 | $83K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 694 | $77K |
| Measured Wealth Private Client Group, LLC | 0.02% | New | 692 | $77K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 691 | $76K |
| Concord Wealth Partners | 0.01% | Reduce -0.5% | 669 | $74K |
| Smithfield Trust Co | 0.00% | No change | 668 | $74K |
| Country Trust Bank | 0.00% | No change | 659 | $73K |
| Princeton Global Asset Management LLC | 0.01% | No change | 644 | $71K |
| Rothschild Investment LLC | 0.00% | No change | 644 | $71K |
| Kings Path Partners LLC | 0.02% | No change | 608 | $67K |
| Crowley Wealth Management, Inc. | 0.05% | No change | 604 | $67K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -90.1% | 595 | $66K |
| Cornerstone Planning Group LLC | 0.01% | New | 582 | $64K |
| Montag A & Associates Inc. | 0.00% | No change | 567 | $63K |
| GAMMA Investing LLC | 0.00% | Add +7.1% | 559 | $62K |
| CENTRAL TRUST Co | 0.00% | No change | 559 | $62K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 551 | $61K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 550 | $61K |
| Powell Investment Advisors, LLC | 0.02% | No change | 533 | $59K |
| Topsail Wealth Management, LLC | 0.01% | No change | 532 | $59K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 526 | $58K |
| Seneschal Advisors, LLC | 0.04% | New | 484 | $54K |
| Granite Investment Partners, LLC | 0.00% | No change | 480 | $53K |
| Abound Wealth Management | 0.01% | Add +25.3% | 476 | $53K |
| Colonial Trust Advisors | 0.00% | Reduce -22.4% | 476 | $53K |
| Rice Partnership, LLC | 0.01% | Add +370.0% | 470 | $52K |
| Chilton Capital Management LLC | 0.00% | New | 469 | $52K |
| Front Row Advisors LLC | 0.02% | No change | 450 | $50K |
| Grove Bank & Trust | 0.01% | Reduce -50.0% | 450 | $50K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 436 | $48K |
| Barclays PLC | 0.00% | No change | 430 | $48K |
| Robinswood Financial LLC | 0.02% | Add +0.5% | 428 | $47K |
| Essential Partners LLC | 0.02% | No change | 424 | $47K |
| TruNorth Capital Management, LLC | 0.01% | No change | 415 | $46K |
| Pacific Center for Financial Services | 0.01% | No change | 400 | $44K |
| Millstone Evans Group, LLC | 0.03% | No change | 388 | $43K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -92.5% | 377 | $42K |
| First PREMIER Bank | 0.01% | No change | 370 | $41K |
| CX Institutional | 0.00% | Add +84.9% | 368 | $41K |
| JPL Wealth Management, LLC | 0.01% | New | 367 | $41K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -91.7% | 352 | $39K |
| Creekmur Asset Management LLC | 0.01% | Reduce -20.9% | 351 | $39K |
| IAG Wealth Partners, LLC | 0.00% | No change | 350 | $39K |
| AlphaCore Capital LLC | 0.00% | No change | 333 | $37K |
| SJS Investment Consulting Inc. | 0.01% | No change | 332 | $37K |
| Independence Bank of Kentucky | 0.00% | No change | 318 | $35K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 317 | $35K |
| Fortis Group Advisors, LLC | 0.01% | No change | 317 | $35K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 310 | $34K |
| Caldwell Trust Co | 0.00% | No change | 305 | $34K |
| Trust Co. of Toledo NA | 0.00% | No change | 303 | $34K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 300 | $33K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 300 | $33K |
| Missouri Trust & Investment Co | 0.01% | No change | 300 | $33K |
| Evermay Wealth Management LLC | 0.00% | No change | 293 | $32K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 288 | $32K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 282 | $31K |
| Tucker Asset Management LLC | 0.01% | Reduce -25.8% | 282 | $31K |
| SIMA Wealth Partners, LLC | 0.02% | Reduce -30.3% | 272 | $30K |
| Root Financial Partners, LLC | 0.00% | New | 267 | $29K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -9.3% | 254 | $28K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 250 | $28K |
| Fairman Group, LLC | 0.02% | No change | 252 | $28K |
| Deutsche Bank AG | 0.00% | Reduce -73.8% | 250 | $28K |
| Stephens Consulting, LLC | 0.01% | Reduce -16.5% | 248 | $27K |
| Palouse Capital Management, Inc. | 0.02% | No change | 244 | $27K |
| CoreCap Advisors, LLC | 0.00% | Reduce -26.6% | 234 | $26K |
| Signaturefd, LLC | 0.00% | No change | 225 | $25K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $25K |
| Corsicana & Co. | 0.01% | — | 216 | $24K |
| Hughes Financial Services, LLC | 0.00% | No change | 211 | $24K |
| Pandora Wealth, Inc. | 0.01% | No change | 200 | $22K |
| United Financial Planning Group LLC | 0.01% | — | 199 | $22K |
| MGB Wealth Management, LLC | 0.01% | No change | 198 | $22K |
| Principia Wealth Advisory, LLC | 0.02% | No change | 193 | $21K |
| Financial Connections Group, Inc. | 0.01% | Reduce -20.7% | 188 | $20K |
| Noble Wealth Management PBC | 0.01% | — | 180 | $20K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 180 | $20K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 175 | $19K |
| Founders Financial Alliance, LLC | 0.00% | New | 175 | $19K |
| Red Tortoise LLC | 0.01% | No change | 171 | $19K |
| Hantz Financial Services, Inc. | 0.00% | Add +36.8% | 156 | $17K |
| First United Bank & Trust | 0.01% | No change | 150 | $17K |
| Eastern Bank | 0.00% | No change | 150 | $17K |
| Ballast Advisors LLC | 0.00% | Add +141.7% | 145 | $16K |
| FSA Wealth Management LLC | 0.01% | No change | 144 | $16K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 128 | $14K |
| Team Financial Group, LLC | 0.01% | No change | 124 | $14K |
| Pacifica Partners Inc. | 0.00% | No change | 118 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 114 | $13K |
| Wealth Watch Advisors, INC | 0.01% | New | 113 | $12K |
| Curio Wealth, LLC | 0.01% | No change | 111 | $12K |
| Golden State Wealth Management, LLC | 0.00% | No change | 111 | $12K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 110 | $12K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 105 | $12K |
| Towne Trust Company, N.A | 0.00% | No change | 100 | $11K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 100 | $11K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 100 | $11K |
| Group One Trading LLC | 0.00% | New | 100 | $11K |
| Bank of New Hampshire | 0.00% | No change | 94 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 90 | $10K |
| Richardson Capital Management LLC | 0.00% | Add +1.1% | 88 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 86 | $10K |
| Palisade Asset Management, LLC | 0.00% | New | 84 | $9K |
| Sittner & Nelson, LLC | 0.00% | No change | 81 | $9K |
| West Paces Advisors Inc. | 0.00% | Reduce -82.6% | 75 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -33.0% | 67 | $7K |
| Crewe Advisors LLC | 0.00% | No change | 66 | $7K |
| Imprint Wealth LLC | 0.02% | — | 62 | $7K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 61 | $7K |
| First Command Advisory Services, Inc. | 0.00% | No change | 61 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 60 | $7K |
| Accredited Wealth Management, LLC | 0.00% | Add +409.6% | 265 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 52 | $6K |
| Realta Investment Advisors | 0.00% | No change | 52 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 50 | $6K |
| RMG Wealth Management LLC | 0.00% | Reduce -84.4% | 47 | $5K |
| Dunhill Financial, LLC | 0.00% | Add +2.3% | 45 | $5K |
| Trust Co. of Vermont | 0.00% | Reduce -44.9% | 43 | $5K |
| Graney & King, LLC | 0.00% | Add +2.4% | 43 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 36 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 33 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 33 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 26 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 24 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 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 |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -98.6% | 10 | $1K |
| KERR FINANCIAL PLANNING Corp | 0.00% | — | 5 | $549 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 1 | $111 |
| Cloud Capital Management, LLC | 0.00% | New | 4 | $0 |
"% 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.