iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q4 2025 (December 31)840holders +45
45new positions
38sold out
2famous investors
$113.81avg. 13F price*
At the end of Q4 2025, 840 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, up 45 from Q3 2025. 45 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($368.8M), Morgan Stanley ($352.6M) and FMR LLC ($150.4M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares S&P Small-Cap 600 Va
- CUSIP
- 464287879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $19.9M |
| Exits | 38 | $39.8M |
All 13F filers, Q3 2025 → Q4 2025: 1,671,509 shares bought and 2,394,163 shares sold, net −722,654 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 840 holders
| Bank of America Corp. | 0.03% | Reduce -1.3% | 3,242,749 | $368.8M |
| Morgan Stanley | 0.02% | Reduce -7.2% | 3,100,925 | $352.6M |
| FMR LLC | 0.01% | Add +16.9% | 1,322,707 | $150.4M |
| Wells Fargo & Company | 0.03% | Reduce -3.3% | 1,259,429 | $143.2M |
| UBS Group AG | 0.02% | Reduce -6.0% | 1,053,751 | $119.8M |
| LPL Financial LLC | 0.03% | Reduce -0.0% | 896,028 | $101.9M |
| Prime Capital Investment Advisors, LLC | 1.09% | Reduce -5.8% | 784,680 | $89.2M |
| Modera Wealth Management, LLC | 0.97% | Reduce -10.9% | 739,155 | $84.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.5% | 709,768 | $80.7M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.0% | 557,667 | $63.4M |
| M&T Bank Corp | 0.20% | Reduce -5.6% | 553,768 | $63.0M |
| Royal Bank of Canada | 0.01% | Add +6.8% | 517,480 | $58.8M |
| HighTower Advisors, LLC | 0.06% | Add +29.3% | 502,097 | $57.1M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -6.6% | 492,150 | $56.0M |
| Regions Financial Corp. | 0.28% | Reduce -7.2% | 382,599 | $43.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.5% | 382,223 | $43.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -38.4% | 368,968 | $42.0M |
| Jones Financial Companies LLLP | 0.02% | Add +3.4% | 336,729 | $38.3M |
| JPMorgan Chase & Co. | 0.00% | Add +4.6% | 319,942 | $36.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.4% | 314,696 | $35.8M |
| Stifel Financial Corp. | 0.03% | Reduce -1.4% | 305,723 | $34.8M |
| World Investment Advisors | 0.56% | Reduce -17.0% | 300,601 | $34.2M |
| Focus Partners Wealth | 0.04% | Add +96.3% | 294,751 | $33.5M |
| Palisades Hudson Asset Management, L.P. | 12.53% | Reduce -6.8% | 284,157 | $32.3M |
| Exencial Wealth Advisors, LLC | 1.02% | Reduce -1.2% | 282,914 | $32.2M |
| Bailard, Inc. | 0.68% | Reduce -0.9% | 270,840 | $30.8M |
| Bank of Montreal | 0.01% | Reduce -0.4% | 254,344 | $28.9M |
| Baird Financial Group, Inc. | 0.04% | Reduce -2.8% | 253,244 | $28.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -3.2% | 233,428 | $27.7M |
| AlphaCore Capital LLC | 0.62% | Add +72965.5% | 243,308 | $27.7M |
| Cetera Investment Advisers | 0.03% | Reduce -0.0% | 227,872 | $25.9M |
| Heartwood Wealth Advisors LLC | 2.36% | Add +1.1% | 225,211 | $25.6M |
| Mariner, LLC | 0.03% | Reduce -0.6% | 219,235 | $24.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +5.0% | 199,162 | $22.6M |
| GHP Investment Advisors, Inc. | 0.92% | Reduce -0.3% | 197,265 | $22.4M |
| Cerity Partners LLC | 0.03% | Reduce -0.7% | 194,462 | $22.1M |
| MAI Capital Management | 0.12% | Reduce -0.5% | 184,933 | $21.0M |
| Brown Advisory Inc. | 0.03% | Add +79.6% | 183,256 | $20.8M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -7.2% | 179,276 | $20.4M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Reduce -16.4% | 174,867 | $19.9M |
| Probity Advisors, Inc. | 3.15% | Reduce -1.4% | 173,140 | $19.7M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +4.6% | 169,657 | $19.3M |
| Moneta Group Investment Advisors LLC | 0.14% | Reduce -0.7% | 165,267 | $18.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.3% | 157,316 | $17.9M |
| Creative Planning | 0.01% | Add +1.4% | 152,393 | $17.3M |
| Savant Capital, LLC | 0.10% | Reduce -4.7% | 149,296 | $17.0M |
| Truist Financial Corp. | 0.02% | Reduce -5.3% | 148,571 | $16.9M |
| Ellis Investment Partners, LLC | 2.81% | Reduce -0.7% | 141,884 | $16.1M |
| Keybank National Association | 0.06% | Reduce -1.6% | 141,133 | $16.0M |
| GW Henssler & Associates Ltd. | 0.73% | Reduce -61.9% | 132,771 | $15.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.3% | 128,338 | $14.6M |
| Financial Advisors Network, Inc. | 1.98% | Reduce -0.3% | 127,046 | $14.4M |
| Waverly Advisors, LLC | 0.12% | Reduce -4.0% | 125,651 | $14.3M |
| Phillips Financial Management, LLC | 0.83% | Reduce -7.4% | 113,865 | $12.9M |
| Wealth Architects, LLC | 1.13% | Reduce -0.4% | 110,336 | $12.5M |
| Cibc World Market Inc. | 0.02% | Add +6.2% | 108,392 | $12.3M |
| Coastal Bridge Advisors, LLC | 0.90% | Add +28.4% | 106,267 | $12.1M |
| Pinnacle Financial Partners, Inc. | 0.09% | — | 103,467 | $11.8M |
| Lake Street Private Wealth, LLC | 1.41% | Add +10.3% | 100,973 | $11.5M |
| Lido Advisors, LLC | 0.04% | Add +4.3% | 101,528 | $11.2M |
| Corient Private Wealth LP | 0.02% | Add +30.9% | 98,104 | $11.2M |
| One Capital Management, LLC | 0.33% | Reduce -70.8% | 95,924 | $10.9M |
| Comerica Bank | 0.04% | Add +6.7% | 95,512 | $10.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +3.6% | 89,490 | $10.2M |
| RTD Financial Advisors, Inc. | 1.23% | Reduce -5.9% | 88,506 | $10.1M |
| Asset Management Group, Inc. | 1.62% | Reduce -0.3% | 87,855 | $10.0M |
| Home Federal Bank of Tennessee | 2.52% | Add +0.3% | 85,334 | $9.7M |
| Glenmede Trust Co. NA | 0.04% | — | 83,231 | $9.5M |
| Captrust Financial Advisors | 0.02% | Add +5.9% | 82,752 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.1% | 82,278 | $9.4M |
| Prospera Financial Services Inc | 0.15% | Reduce -0.7% | 80,114 | $9.1M |
| Cassaday & Co Wealth Management LLC | 0.19% | Reduce -0.2% | 79,192 | $9.0M |
| Sterling Financial Planning, Inc. | 2.71% | Reduce -0.2% | 79,066 | $9.0M |
| Arkadios Wealth Advisors | 0.18% | Add +175.9% | 78,797 | $9.0M |
| Polianta Ltd | 1.17% | Add +7.8% | 78,300 | $8.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +1398.5% | 78,283 | $8.9M |
| Cordatus Wealth Management LLC | 2.06% | Reduce -0.2% | 78,224 | $8.9M |
| Evanson Asset Management, LLC | 0.48% | Reduce -1.2% | 77,871 | $8.9M |
| Asset Dedication, LLC | 0.58% | Reduce -2.6% | 77,424 | $8.8M |
| JFS Wealth Advisors, LLC | 0.49% | Reduce -8.2% | 76,766 | $8.7M |
| Summit Financial, LLC | 0.12% | Add +8.2% | 73,823 | $8.4M |
| Bokf, NA | 0.13% | Reduce -17.6% | 73,659 | $8.4M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -1.5% | 73,402 | $8.3M |
| Two Sigma Investments, LP | 0.01% | Add +295.1% | 73,100 | $8.3M |
| Chicago Partners Investment Group LLC | 0.20% | Add +0.1% | 66,889 | $8.1M |
| Capital Advisors, Ltd. LLC | 0.92% | Reduce -0.8% | 71,484 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.6% | 71,008 | $8.1M |
| Councilor Wealth, LLC | 3.77% | Reduce -4.4% | 70,155 | $8.0M |
| One Day In July LLC | 0.65% | Reduce -2.3% | 69,907 | $7.9M |
| Ifrah Financial Services, Inc. | 1.94% | Reduce -0.5% | 66,406 | $7.6M |
| Peapack Gladstone Financial Corp. | 0.09% | Add +10.5% | 63,830 | $7.3M |
| NorthCrest Asset Manangement, LLC | 0.16% | Reduce -3.5% | 61,997 | $7.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -9.4% | 63,199 | $7.2M |
| Fortress Financial Group, LLC | 5.27% | Add +3.5% | 62,800 | $7.1M |
| US Bancorp \de | 0.01% | Reduce -2.7% | 62,560 | $7.1M |
| Occidental Asset Management, LLC | 0.85% | Add +1.4% | 62,535 | $7.1M |
| Farther Finance Advisors, LLC | 0.08% | Add +15.5% | 62,035 | $7.1M |
| Pathstone Holdings, LLC | 0.03% | Add +10.1% | 62,023 | $7.1M |
| Sax Wealth Advisors, LLC | 0.33% | Reduce -1.1% | 60,930 | $6.9M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +66.0% | 60,730 | $6.9M |
| Ausdal Financial Partners, Inc. | 0.31% | Add +1539.2% | 58,274 | $6.6M |
| Ironwood Financial, llc | 1.11% | Reduce -3.8% | 54,734 | $6.6M |
| Accretive Wealth Partners, LLC | 1.92% | Reduce -0.2% | 56,972 | $6.5M |
| Sowell Financial Services LLC | 0.24% | Add +3.6% | 56,448 | $6.4M |
| MidFirst Bank | 0.51% | — | 56,022 | $6.4M |
| Castlekeep Investment Advisors LLC | 2.86% | Add +1.1% | 55,585 | $6.3M |
| Allworth Financial LP | 0.03% | Reduce -10.9% | 55,021 | $6.3M |
| Fifth Third Bancorp | 0.02% | Reduce -6.2% | 54,095 | $6.2M |
| Crescent Grove Advisors, LLC | 0.58% | Add +1.5% | 53,549 | $6.1M |
| Abacus Planning Group, Inc. | 0.80% | Add +0.0% | 52,961 | $6.0M |
| Cambridge Financial Group, LLC | 2.09% | Add +5.6% | 54,670 | $6.0M |
| Sigma Planning Corp | 0.17% | Add +2.5% | 52,699 | $6.0M |
| Rodgers & Associates, LTD | 0.60% | Reduce -5.4% | 52,206 | $5.9M |
| First County Bank | 3.13% | Add +0.0% | 52,195 | $5.9M |
| Franklin Resources Inc. | 0.00% | Reduce -1.7% | 51,270 | $5.8M |
| Cresset Asset Management, LLC | 0.02% | Add +0.1% | 50,016 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +25.5% | 48,761 | $5.5M |
| Mma Asset Management LLC | 1.96% | Add +0.3% | 48,460 | $5.5M |
| Stokes Family Office, LLC | 0.49% | Reduce -9.3% | 47,522 | $5.4M |
| Quent Capital, LLC | 0.38% | Add +1.8% | 46,710 | $5.3M |
| Sonata Capital Group Inc. | 1.91% | Reduce -0.9% | 46,570 | $5.3M |
| IFP Advisors, Inc | 0.12% | Add +2.0% | 46,459 | $5.3M |
| Wilmington Savings Fund Society, FSB | 0.12% | Reduce -10.3% | 46,429 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Add +36.4% | 46,265 | $5.3M |
| Pittenger & Anderson Inc. | 0.20% | No change | 45,700 | $5.2M |
| Level Four Advisory Services, LLC | 0.17% | Add +0.3% | 45,488 | $5.2M |
| Salomon & Ludwin, LLC | 0.45% | Reduce -2.5% | 44,039 | $5.1M |
| Courier Capital LLC | 0.28% | Add +0.6% | 44,332 | $5.0M |
| Parallel Advisors, LLC | 0.09% | Reduce -2.6% | 44,316 | $5.0M |
| Veratis Advisors, Inc. | 3.95% | — | 40,162 | $5.0M |
| Natixis Advisors, LLC | 0.01% | Add +2.8% | 43,816 | $5.0M |
| Advisory Services Network, LLC | 0.07% | Reduce -1.3% | 43,511 | $4.9M |
| MML Investors Services, LLC | 0.01% | Add +10.6% | 43,393 | $4.9M |
| Lutz Financial Services LLC | 0.33% | Reduce -2.2% | 42,858 | $4.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | No change | 42,541 | $4.8M |
| Eley Financial Management, Inc | 1.71% | Add +1.3% | 41,971 | $4.8M |
| Inspire Trust Co, N.A. | 0.77% | Add +9.2% | 41,500 | $4.7M |
| Graves Light Lenhart Wealth, Inc. | 0.50% | Add +3.0% | 41,257 | $4.7M |
| First Citizens Financial Corp | 2.27% | Reduce -0.3% | 40,472 | $4.6M |
| Sapient Capital LLC | 0.06% | Add +8.2% | 40,066 | $4.6M |
| BKM Wealth Management, LLC | 1.65% | Reduce -0.1% | 39,721 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +7.4% | 39,346 | $4.5M |
| Burns J W & Co. Inc. | 0.49% | Reduce -3.3% | 39,063 | $4.4M |
| Salus Financial Advisors, LLC | 2.64% | Add +2.9% | 38,683 | $4.4M |
| DT Investment Partners, LLC | 0.36% | No change | 38,530 | $4.4M |
| Clayton Financial Group LLC | 2.22% | Add +1.6% | 38,268 | $4.4M |
| Ethos Financial Group, LLC | 0.32% | Reduce -2.1% | 37,874 | $4.3M |
| LTG Capital LLC | 3.18% | Reduce -2.1% | 35,856 | $4.1M |
| Centerpoint Advisors, LLC | 1.25% | Reduce -1.1% | 35,790 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +3.8% | 35,496 | $4.0M |
| Equitable Holdings, Inc. | 0.03% | Add +33.1% | 35,497 | $4.0M |
| Texas Yale Capital Corp. | 0.12% | No change | 35,234 | $4.0M |
| Azimuth Capital Investment Management LLC | 0.14% | Reduce -0.2% | 34,694 | $3.9M |
| Greenleaf Trust | 0.04% | Reduce -1.2% | 34,535 | $3.9M |
| Access Investment Management LLC | 1.05% | No change | 35,385 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Reduce -9.7% | 34,182 | $3.9M |
| EP Wealth Advisors, LLC | 0.02% | — | 34,007 | $3.9M |
| Liberty Capital Management, Inc. | 0.70% | No change | 33,143 | $3.8M |
| Oxler Private Wealth LLC | 1.08% | Reduce -1.6% | 32,849 | $3.7M |
| Northern Trust Corp. | 0.00% | Add +5.5% | 32,356 | $3.7M |
| Evensky & Katz LLC | 0.21% | Reduce -1.0% | 32,045 | $3.6M |
| Blue Edge Capital, LLC | 0.48% | Reduce -18.6% | 31,793 | $3.6M |
| Causey Wealth LLC | 1.64% | Reduce -1.4% | 31,762 | $3.6M |
| Mainsail Financial Group, LLC | 1.49% | Add +3.1% | 31,534 | $3.6M |
| 1834 Investment Advisors Co. | 0.45% | Reduce -3.4% | 31,226 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -18.2% | 30,480 | $3.5M |
| InvesTrust | 1.31% | Reduce -1.6% | 29,817 | $3.4M |
| Broadview Financial Management, LLC | 2.25% | Reduce -1.6% | 29,538 | $3.4M |
| Independent Financial Group, LLC | 0.07% | Reduce -19.8% | 29,421 | $3.3M |
| M1 Capital Management LLC | 1.39% | Reduce -6.7% | 29,361 | $3.3M |
| Ramiah Investment Group | 2.80% | Reduce -11.2% | 28,363 | $3.2M |
| Mission Wealth Management, LP | 0.07% | Reduce -39.5% | 28,357 | $3.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -15.9% | 28,314 | $3.2M |
| Neumann Capital Management, LLC | 0.93% | Add +2.6% | 28,154 | $3.2M |
| Baring Financial LLC | 1.90% | Add +17.6% | 27,467 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.17% | Reduce -5.0% | 27,183 | $3.1M |
| SOA Wealth Advisors, LLC. | 0.50% | Reduce -3.5% | 26,726 | $3.0M |
| Tortoise Investment Management, LLC | 0.26% | Reduce -2.9% | 26,456 | $3.0M |
| &partners | 0.02% | Add +44.4% | 26,160 | $3.0M |
| Cardiff Park Advisors, LLC | 0.24% | Reduce -0.2% | 26,092 | $3.0M |
| Quantinno Capital Management LP | 0.01% | Add +1.9% | 26,086 | $3.0M |
| Birch Hill Investment Advisors LLC | 0.12% | Reduce -1.1% | 25,764 | $2.9M |
| Becker Capital Management Inc. | 0.08% | No change | 25,611 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.11% | Reduce -1.1% | 25,444 | $2.9M |
| Ballentine Partners, LLC | 0.04% | Reduce -2.6% | 25,391 | $2.9M |
| Ullmann Wealth Partners Group, LLC | 0.30% | No change | 26,118 | $2.9M |
| Tiemann Investment Advisors, LLC | 1.12% | Add +3.3% | 25,293 | $2.9M |
| Cwm, LLC | 0.01% | Add +57.2% | 24,793 | $2.8M |
| One Wealth Advisors, LLC | 0.34% | Reduce -5.7% | 24,133 | $2.8M |
| Pinnacle Associates Ltd. | 0.04% | Add +0.1% | 24,094 | $2.7M |
| UMB Bank, n.a. | 0.04% | Reduce -8.9% | 24,037 | $2.7M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -8.6% | 23,913 | $2.7M |
| Roman Butler Fullerton & Co. | 0.71% | New | 21,739 | $2.7M |
| MSH Capital Advisors LLC | 0.57% | No change | 23,569 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +167.8% | 23,260 | $2.6M |
| ARK & TLK Investments, LLC | 0.72% | No change | 22,936 | $2.6M |
| Nwam LLC | 0.14% | Reduce -0.2% | 21,483 | $2.6M |
| Midwest Trust Co | 0.03% | Reduce -0.5% | 22,681 | $2.6M |
| Wesbanco Bank Inc. | 0.07% | Reduce -3.2% | 22,049 | $2.5M |
| Astra Wealth Partners LLC | 1.53% | Reduce -1.1% | 22,021 | $2.5M |
| Triangle Securities Wealth Management | 0.52% | Reduce -2.0% | 21,855 | $2.5M |
| Bridges Investment Management Inc. | 0.03% | No change | 21,533 | $2.4M |
| Stillwater Capital Advisors, LLC | 0.26% | Add +17.3% | 21,442 | $2.4M |
| Avior Wealth Management, LLC | 0.08% | Reduce -0.1% | 21,290 | $2.4M |
| Alpine Bank Wealth Management | 0.34% | No change | 20,900 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.3% | 20,829 | $2.4M |
| Strategic Blueprint, LLC | 0.14% | Add +35.6% | 20,499 | $2.3M |
| Seven Mile Advisory | 0.40% | Add +5.6% | 20,237 | $2.3M |
| AtlasMark Financial, Inc | 1.48% | Reduce -3.0% | 20,196 | $2.3M |
| Quadcap Wealth Management, LLC | 0.26% | No change | 20,189 | $2.3M |
| LifeSteps Financial, Inc. | 1.46% | Reduce -0.2% | 20,109 | $2.3M |
| St. Louis Trust Co | 0.26% | Add +0.0% | 20,028 | $2.3M |
| Associated Banc-Corp | 0.06% | Add +1.2% | 20,026 | $2.3M |
| Columbia Bank | 0.63% | Add +3.4% | 19,895 | $2.3M |
| Taylor Financial Group, Inc. | 1.32% | Reduce -1.8% | 19,717 | $2.2M |
| Larson Financial Group LLC | 0.07% | Reduce -0.2% | 19,576 | $2.2M |
| Capital Squared Financial LLC | 1.72% | Add +17.9% | 19,438 | $2.2M |
| Tocqueville Asset Management L.P. | 0.03% | New | 19,389 | $2.2M |
| LMG Wealth Partners, LLC | 0.41% | No change | 19,316 | $2.2M |
| Glass Jacobson Investment Advisors llc | 0.78% | Reduce -6.1% | 19,105 | $2.2M |
| First Merchants Corp. | 0.08% | Reduce -1.1% | 18,517 | $2.1M |
| Sequent Asset Management, LLC | 0.93% | No change | 18,402 | $2.1M |
| Soltis Investment Advisors LLC | 0.14% | Reduce -8.4% | 18,336 | $2.1M |
| Oarsman Capital, Inc. | 0.27% | Reduce -6.9% | 18,093 | $2.1M |
| Mather Group, Llc. | 0.02% | Add +1.6% | 17,969 | $2.0M |
| Goelzer Investment Management, Inc. | 0.09% | Reduce -3.8% | 17,902 | $2.0M |
| Net Worth Advisory Group | 0.40% | Add +769.1% | 17,530 | $2.0M |
| Rovin Capital /Ut/ | 0.51% | Reduce -64.9% | 16,795 | $1.9M |
| Hurley Capital, LLC | 1.07% | Reduce -0.4% | 16,752 | $1.9M |
| WealthShield Partners, LLC | 0.21% | Add +56.1% | 16,604 | $1.9M |
| Keenan, LLC | 1.63% | — | 16,308 | $1.9M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -49.1% | 16,148 | $1.8M |
| Sequent Planning LLC | 0.47% | Add +7.0% | 16,068 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +1215.7% | 15,801 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Reduce -1.4% | 15,732 | $1.8M |
| Agf Management Ltd. | 0.01% | No change | 15,675 | $1.8M |
| PKS Advisory Services, LLC | 0.40% | Add +2.0% | 15,479 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.6% | 15,445 | $1.8M |
| Physician Wealth Advisors, Inc. | 0.23% | Reduce -1.1% | 14,800 | $1.7M |
| HB Wealth Management, LLC | 0.01% | Add +316.6% | 14,772 | $1.7M |
| First National Bank of Omaha | 0.05% | New | 14,209 | $1.6M |
| Zhang Financial LLC | 0.06% | Add +0.1% | 14,296 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.32% | Reduce -0.3% | 14,193 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,156 | $1.6M |
| Lee, Kelleher & Klein Wealth Management | 0.96% | No change | 14,150 | $1.6M |
| City Holding Co. | 0.20% | No change | 13,944 | $1.6M |
| King Wealth Management Group | 0.19% | Reduce -4.6% | 13,880 | $1.6M |
| Tobias Financial Advisors, Inc. | 0.22% | Reduce -0.0% | 13,758 | $1.6M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 13,758 | $1.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | No change | 13,420 | $1.5M |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.29% | — | 13,326 | $1.5M |
| AQR Capital Management | 0.00% | Add +31.5% | 13,217 | $1.5M |
| SigFig Wealth Management, LLC | 0.04% | Add +9.7% | 13,216 | $1.5M |
| Hancock Whitney Corp. | 0.03% | Add +217.6% | 13,087 | $1.5M |
| First Hawaiian Bank | 0.20% | Reduce -12.3% | 13,042 | $1.5M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -2.3% | 12,355 | $1.5M |
| American Investment Services, Inc. | 0.34% | Reduce -1.5% | 12,760 | $1.5M |
| Hudson Oak Wealth Advisory LLC | 1.28% | — | 12,751 | $1.5M |
| GFS Advisors, LLC | 0.17% | No change | 12,672 | $1.4M |
| StoneX Group Inc. | 0.06% | Reduce -3.9% | 12,634 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.3% | 12,433 | $1.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.47% | Add +3.5% | 12,262 | $1.4M |
| Prostatis Group LLC | 0.33% | Add +111.3% | 12,229 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +4.6% | 12,137 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -0.5% | 12,137 | $1.4M |
| Vise Technologies, Inc. | 0.03% | Add +131.1% | 12,111 | $1.4M |
| Elevation Wealth Partners, LLC | 0.49% | Add +0.5% | 12,058 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +188.1% | 11,943 | $1.4M |
| FAS Wealth Partners, Inc. | 0.09% | Add +0.1% | 11,811 | $1.3M |
| Operose Advisors LLC | 0.31% | Reduce -0.0% | 11,635 | $1.3M |
| Compound Planning, Inc. | 0.04% | Reduce -6.0% | 11,524 | $1.3M |
| Lansing Street Advisors | 0.34% | Reduce -4.2% | 11,511 | $1.3M |
| Tiaa Trust, National Association | 0.00% | Add +1.4% | 11,414 | $1.3M |
| Simon Quick Advisors, LLC | 0.06% | Reduce -14.9% | 11,414 | $1.3M |
| Marshall Wace, LLP | 0.00% | New | 11,242 | $1.3M |
| Bragg Financial Advisors, Inc | 0.04% | No change | 11,058 | $1.3M |
| Tompkins Financial Corp. | 0.10% | No change | 11,046 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 10,987 | $1.2M |
| MCF Advisors LLC | 0.07% | Add +0.5% | 10,939 | $1.2M |
| Versant Capital Management, Inc | 0.15% | Reduce -5.3% | 10,686 | $1.2M |
| Dentgroup LLC | 0.83% | No change | 10,677 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Add +2.8% | 10,324 | $1.2M |
| Intergy Private Wealth, LLC | 0.35% | Add +3.2% | 10,319 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -50.5% | 10,260 | $1.2M |
| Planning Alternatives Ltd. | 0.15% | No change | 10,251 | $1.2M |
| Thomasville National Bank | 0.07% | Reduce -0.9% | 10,085 | $1.1M |
| Independent Family Office, LLC | 0.48% | No change | 10,080 | $1.1M |
| 3Chopt Investment Partners, LLC | 0.26% | No change | 10,069 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.36% | Add +1.0% | 9,799 | $1.1M |
| American National Bank & Trust | 0.11% | No change | 9,800 | $1.1M |
| Bangor Savings Bank | 0.09% | Reduce -0.5% | 9,799 | $1.1M |
| Campion Asset Management | 0.77% | Reduce -1.6% | 9,782 | $1.1M |
| Squire Investment Management Company, LLC | 0.34% | No change | 9,761 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +3.3% | 9,673 | $1.1M |
| Valpey Financial Services, LLC | 0.69% | Add +0.3% | 9,436 | $1.1M |
| Thompson Investment Management, Inc. | 0.13% | Add +3.2% | 9,426 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.11% | Add +340.8% | 9,354 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Add +124.3% | 9,238 | $1.1M |
| Wealth Management Partners, LLC | 0.30% | Reduce -1.5% | 9,194 | $1.0M |
| Crestwood Advisors Group, LLC | 0.02% | Add +0.8% | 9,153 | $1.0M |
| Peregrine Asset Advisers, Inc. | 0.29% | Reduce -1.9% | 9,093 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -2.2% | 8,980 | $1.0M |
| Choreo, LLC | 0.01% | Reduce -0.4% | 8,867 | $1.0M |
| Bruce G. Allen Investments, LLC | 0.69% | Add +0.3% | 8,946 | $1.0M |
| Regal Investment Advisors LLC | 0.06% | Reduce -4.4% | 8,929 | $1.0M |
| Pacific Financial Group Inc. | 0.56% | Reduce -28.6% | 8,917 | $1.0M |
| Powerhouse Assets LLC | 0.89% | — | 8,916 | $1.0M |
| Morris Financial Concepts, Inc. | 0.35% | Reduce -2.0% | 8,855 | $1.0M |
| TD Private Client Wealth LLC | 0.02% | Reduce -1.7% | 8,851 | $1.0M |
| Claro Advisors Inc. | 0.14% | Add +2.0% | 8,811 | $1.0M |
| Nalls Sherbakoff Group, LLC | 0.72% | Reduce -14.6% | 8,802 | $1.0M |
| Parkside Financial Bank & Trust | 0.07% | Add +23.2% | 8,770 | $997K |
| Mandatum Life Insurance Co Ltd | 0.23% | No change | 8,712 | $991K |
| VAUGHAN & Co SECURITIES, INC. | 0.50% | Reduce -0.6% | 8,581 | $976K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 8,567 | $974K |
| Axis Wealth Partners, LLC | 0.53% | Add +27.4% | 8,454 | $961K |
| Wedmont Private Capital | 0.03% | Add +2.4% | 8,173 | $957K |
| Argent Trust Co | 0.03% | Reduce -4.5% | 8,380 | $953K |
| Dumont & Blake Investment Advisors LLC | 0.23% | Add +0.1% | 8,292 | $943K |
| Ritter Daniher Financial Advisory LLC / DE | 0.16% | Reduce -0.4% | 8,259 | $939K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -0.6% | 8,256 | $939K |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 8,237 | $937K |
| Blair William & Co. | 0.00% | Reduce -1.0% | 8,219 | $935K |
| Everest Private Wealth | 0.52% | Reduce -20.1% | 8,216 | $934K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -0.2% | 8,201 | $933K |
| Christensen, King & Associates Investment Services, Inc. | 0.40% | Reduce -2.1% | 8,199 | $932K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.5% | 8,165 | $929K |
| High Net Worth Advisory Group LLC | 0.21% | No change | 7,900 | $898K |
| Apella Capital, LLC | 0.02% | Add +0.5% | 7,859 | $894K |
| First Trust Advisors LP | 0.00% | Reduce -0.3% | 7,849 | $893K |
| Sepio Capital, LP | 0.05% | Reduce -10.5% | 7,841 | $892K |
| Financial Partners Group, Inc | 0.10% | Reduce -1.2% | 7,360 | $891K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Reduce -11.5% | 7,833 | $891K |
| Cahill Financial Advisors Inc. | 0.10% | Add +0.0% | 7,816 | $889K |
| Capital Analysts, LLC | 0.02% | Reduce -26.6% | 7,808 | $888K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -9.9% | 7,640 | $869K |
| Evoke Wealth, LLC | 0.02% | Add +0.6% | 7,614 | $866K |
| Commerce Bank | 0.00% | Reduce -1.5% | 7,475 | $850K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -5.5% | 7,467 | $849K |
| Allstreet Capital Advisors LLC | 0.61% | — | 7,448 | $847K |
| Vickerman Investment Advisors, Inc. | 0.17% | Reduce -0.4% | 7,382 | $839K |
| Hyundai Investments Co., Ltd. | 0.82% | New | 7,301 | $838K |
| Aft, Forsyth & Company, Inc. | 0.36% | Add +0.1% | 7,320 | $832K |
| Harbor Investment Advisory, LLC | 0.06% | Add +311.0% | 7,311 | $831K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.0% | 7,269 | $827K |
| GTS Securities LLC | 0.03% | New | 7,262 | $826K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 7,249 | $824K |
| Forum Private Client Group LLC | 0.27% | Reduce -3.0% | 7,039 | $800K |
| Rwa Wealth Partners, LLC | 0.01% | Add +42.1% | 7,013 | $798K |
| Financial Strategies Group, Inc. | 0.14% | No change | 6,703 | $792K |
| Novak & Powell Financial Services, Inc. | 0.41% | Reduce -60.2% | 6,922 | $787K |
| Sherman Wealth Management LLC | 0.68% | — | 6,905 | $785K |
| Quarry Hill Advisors, LLC | 0.36% | No change | 6,890 | $784K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 6,867 | $781K |
| Diversified Management Inc. | 0.18% | — | 6,864 | $781K |
| Destiny Capital Corp | 0.40% | Add +261.3% | 6,861 | $780K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +59.5% | 6,704 | $762K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -23.9% | 6,676 | $759K |
| CM Wealth Advisors LLC | 0.17% | Reduce -61.5% | 6,594 | $750K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.8% | 6,585 | $749K |
| Principal Securities, Inc. | 0.01% | Reduce -1.1% | 6,550 | $745K |
| Serenity Investment Advisors | 0.43% | — | 6,232 | $745K |
| Mystic Asset Management, Inc. | 0.17% | Add +0.1% | 6,545 | $744K |
| Sprinkle Financial Consultants LLC | 0.37% | Add +0.5% | 6,432 | $732K |
| Park Place Capital Corp | 0.15% | Reduce -17.6% | 6,429 | $731K |
| TAGStone Capital, Inc. | 0.27% | Add +2.0% | 6,371 | $725K |
| SCS Capital Management LLC | 0.01% | No change | 6,319 | $719K |
| Kendall Capital Management | 0.15% | No change | 6,271 | $713K |
| Heritage Wealth Advisors | 0.03% | No change | 6,270 | $713K |
| Clearstead Advisors, LLC | 0.01% | Add +5.9% | 6,266 | $713K |
| Cyndeo Wealth Partners, LLC | 0.04% | No change | 6,246 | $710K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +0.3% | 6,229 | $708K |
| Snowden Capital Advisors LLC | 0.02% | Add +17.8% | 6,209 | $706K |
| TrinityBridge Ltd | 0.02% | No change | 6,201 | $705K |
| Newton One Investments LLC | 0.21% | Add +0.5% | 6,147 | $699K |
| Anchor Investment Management, LLC | 0.06% | No change | 6,114 | $695K |
| Center for Financial Planning, Inc. | 0.07% | No change | 6,102 | $694K |
| Spire Wealth Management | 0.02% | Reduce -2.6% | 6,061 | $689K |
| Global View Capital Management LLC | 0.13% | New | 6,028 | $686K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -6.7% | 6,025 | $685K |
| Colonial Trust Co / SC | 0.09% | No change | 6,000 | $682K |
| Greenspring Advisors, LLC | 0.04% | Add +34.7% | 5,993 | $682K |
| Patton Albertson Miller Group, LLC | 0.08% | No change | 5,990 | $681K |
| Financial Alternatives, Inc | 0.39% | No change | 5,970 | $679K |
| Busey Bank | 0.02% | Reduce -1.5% | 5,947 | $676K |
| Creative Financial Designs Inc. | 0.04% | Reduce -2.8% | 5,916 | $673K |
| Frankly Finances, LLC | 0.64% | — | 5,889 | $670K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +0.0% | 5,868 | $667K |
| Vestia Personal Wealth Advisors | 0.34% | Reduce -2.8% | 5,367 | $661K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +92.1% | 5,797 | $659K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -13.5% | 5,700 | $648K |
| Crusonia Wealth Advisors LLC | 0.14% | — | 5,699 | $648K |
| Renasant Bank | 0.44% | Reduce -18.5% | 5,673 | $645K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 5,672 | $645K |
| Meredith Wealth Planning | 0.19% | Add +1.2% | 5,635 | $641K |
| WJ Financial Advisors LLC | 0.57% | No change | 5,617 | $639K |
| Atlas Capital Advisors Inc. | 0.07% | — | 5,601 | $637K |
| Cozad Asset Management Inc. | 0.05% | Add +0.1% | 5,599 | $637K |
| Sachem Hill LLC | 0.12% | No change | 5,595 | $636K |
| JNBA Financial Advisors | 0.06% | Reduce -3.3% | 5,588 | $635K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.0% | 5,585 | $635K |
| Founders Grove Wealth Partners, LLC | 0.14% | Reduce -4.5% | 5,577 | $634K |
| Richwood Investment Advisors, LLC | 0.45% | Reduce -0.8% | 5,005 | $633K |
| Composition Wealth, LLC | 0.01% | Reduce -12.5% | 5,551 | $631K |
| Sage Financial Group Inc. | 0.04% | Add +2.4% | 5,526 | $628K |
| SB Capital Management Inc | 0.23% | — | 5,485 | $624K |
| Vista Capital Partners, Inc. | 0.06% | Add +27.0% | 5,441 | $619K |
| Finley Financial, LLC | 0.28% | No change | 5,340 | $607K |
| Northwest Wealth Management, LLC | 0.10% | Reduce -0.7% | 5,307 | $604K |
| Kraft, Davis & Associates, LLC | 0.14% | Reduce -58.3% | 5,035 | $603K |
| Awm Capital, LLC | 0.05% | No change | 5,266 | $599K |
| Nikulski Financial, Inc. | 0.14% | Reduce -19.5% | 5,210 | $592K |
| Three Seasons Wealth, LLC | 0.06% | New | 5,208 | $592K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -1.7% | 5,185 | $590K |
| Hubbell Strickland Wealth Management, LLC | 0.24% | Add +0.2% | 5,176 | $589K |
| Stephens Inc. | 0.01% | Add +2.0% | 5,144 | $585K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.0% | 5,052 | $574K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.2% | 5,039 | $573K |
| Pure Portfolios Holdings LLC | 0.17% | Add +4.8% | 5,003 | $569K |
| Barrett & Company, Inc. | 0.19% | Add +0.2% | 4,951 | $563K |
| SageView Advisory Group, LLC | 0.02% | Add +22.8% | 4,927 | $560K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -8.7% | 4,919 | $559K |
| Equitable Trust Co. | 0.02% | No change | 4,896 | $557K |
| Bessemer Group Inc. | 0.00% | Add +36.3% | 4,885 | $556K |
| First Horizon Corp. | 0.02% | Reduce -0.5% | 4,855 | $552K |
| Thayer Partners, LLC / MA | 0.27% | — | 4,846 | $551K |
| Cypress Financial Planning LLC | 0.15% | Add +0.0% | 4,772 | $548K |
| Clark Asset Management, LLC | 0.06% | New | 4,815 | $548K |
| Summit Financial Wealth Advisors, LLC | 0.08% | New | 4,787 | $544K |
| Roberts Financial Services LLC | 0.17% | Reduce -4.0% | 4,641 | $528K |
| Aznar Financial Advisors, LLC | 0.51% | — | 4,634 | $527K |
| JSF Financial, LLC | 0.11% | Reduce -0.2% | 4,632 | $527K |
| Breakwater Capital Group | 0.07% | Add +2.9% | 4,589 | $522K |
| Beckerman Institutional, LLC | 0.29% | Reduce -0.9% | 4,568 | $520K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -0.6% | 4,558 | $518K |
| Cambridge Capital Management, LLC | 0.23% | Reduce -0.9% | 4,522 | $514K |
| Cottage Street Advisors LLC | 0.22% | Reduce -10.0% | 4,514 | $513K |
| Juncture Wealth Strategies, LLC | 0.17% | Reduce -7.8% | 4,487 | $510K |
| Key Financial Inc | 0.09% | Reduce -5.2% | 4,484 | $510K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.2% | 4,482 | $510K |
| Prosperitas Financial LLC | 0.20% | New | 4,478 | $509K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -5.6% | 4,448 | $506K |
| Blackston Financial Advisory Group, LLC | 0.31% | Reduce -16.7% | 4,440 | $505K |
| Certuity, LLC | 0.03% | New | 4,356 | $495K |
| Trail Ridge Investment Advisors, LLC | 0.21% | Reduce -1.1% | 4,343 | $494K |
| Penobscot Wealth Management | 0.15% | Reduce -0.0% | 4,340 | $494K |
| First Financial Bank - Trust Division | 0.04% | No change | 4,336 | $493K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.5% | 4,336 | $493K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -1.1% | 4,300 | $489K |
| Uptown Financial Advisors LLC | 0.42% | No change | 4,291 | $488K |
| Retirement Planning Co of New England, Inc. | 0.19% | Reduce -4.2% | 4,258 | $484K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -23.8% | 5,105 | $484K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 4,243 | $483K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.5% | 4,195 | $477K |
| Fiduciary Advisors, Inc. | 0.36% | Add +0.4% | 4,162 | $473K |
| Essex Financial Services, Inc. | 0.03% | Reduce -9.9% | 4,162 | $473K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,160 | $473K |
| TCFG Wealth Management, LLC | 0.19% | Reduce -23.7% | 3,942 | $472K |
| RMG Wealth Management LLC | 0.06% | Add +9102.1% | 4,325 | $471K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +5.6% | 4,143 | $471K |
| SkyOak Wealth, LLC | 0.08% | Add +0.6% | 4,136 | $470K |
| Orleans Capital Management Corp. | 0.29% | New | 4,037 | $459K |
| Arax Advisory Partners | 0.01% | New | 3,999 | $455K |
| Valley National Advisers Inc. | 0.06% | New | 3,962 | $450K |
| NorthLanding Financial Partners, LLC | 0.36% | Reduce -0.6% | 3,957 | $450K |
| Focus Financial Network, Inc. | 0.02% | Add +4.3% | 3,939 | $448K |
| Breachway Investments LLC | 0.47% | — | 3,892 | $443K |
| Charles Schwab Trust Co | 0.03% | New | 3,872 | $440K |
| Old National Bancorp | 0.01% | No change | 3,845 | $437K |
| JMG Financial Group, Ltd. | 0.01% | Add +3.2% | 3,842 | $437K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 3,842 | $437K |
| SOL Capital Management CO | 0.04% | No change | 3,837 | $436K |
| Great Lakes Advisors, LLC | 0.00% | No change | 3,810 | $433K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | No change | 3,806 | $433K |
| Conning Inc. | 0.02% | No change | 3,771 | $429K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +101.2% | 3,734 | $425K |
| LJI Wealth Management, LLC | 0.06% | No change | 3,734 | $425K |
| Bfsg, LLC | 0.04% | Reduce -8.6% | 3,725 | $424K |
| Savvy Advisors, Inc. | 0.01% | No change | 3,724 | $424K |
| Dakota Wealth Management | 0.01% | Add +2.9% | 3,718 | $423K |
| Maple Capital Management, Inc. | 0.03% | No change | 3,695 | $420K |
| Whittier Trust Co. | 0.00% | No change | 3,510 | $415K |
| Transcend Capital Advisors, LLC | 0.03% | Add +18.9% | 3,643 | $414K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.5% | 3,628 | $413K |
| Sage Capital Management, LLC | 0.19% | Add +0.2% | 3,603 | $410K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.0% | 3,595 | $409K |
| Mayport, LLC | 0.08% | Add +0.0% | 3,578 | $407K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,573 | $406K |
| HBE Wealth Management, LLC | 0.38% | — | 3,563 | $405K |
| Inlight Wealth Management, LLC | 0.15% | No change | 3,528 | $401K |
| Fulton Bank, N.A. | 0.01% | No change | 3,518 | $400K |
| Blue Trust, Inc. | 0.00% | Add +226.3% | 3,511 | $399K |
| Tactive Advisors, LLC | 0.12% | Reduce -8.6% | 3,498 | $398K |
| Altiora Financial Group, LLC | 0.07% | No change | 3,466 | $394K |
| PW Nova Financial Services LLC | 0.15% | — | 3,399 | $390K |
| Modern Wealth Management, LLC | 0.01% | Reduce -4.2% | 3,426 | $390K |
| Leo Wealth, LLC | 0.03% | Add +1.3% | 3,421 | $389K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -19.0% | 3,410 | $388K |
| Pacific Sun Financial Corp | 0.19% | Reduce -1.2% | 3,395 | $386K |
| HRT Financial LP | 0.00% | Reduce -57.2% | 3,356 | $381K |
| Wealth Dimensions Group, Ltd. | 0.07% | No change | 3,323 | $378K |
| Shoker Investment Counsel, Inc. | 0.11% | Reduce -15.3% | 3,316 | $377K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -12.9% | 3,310 | $376K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Add +0.0% | 3,310 | $376K |
| New Republic Capital, LLC | 0.10% | Add +0.5% | 3,302 | $376K |
| Thryve Wealth Management LLC | 0.18% | — | 3,271 | $372K |
| SYM FINANCIAL Corp | 0.04% | No change | 3,258 | $371K |
| Next Capital Management LLC | 0.12% | No change | 3,230 | $367K |
| Montecito Bank & Trust | 0.06% | No change | 3,225 | $367K |
| Callan Family Office, LLC | 0.01% | New | 3,142 | $357K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -0.8% | 3,138 | $357K |
| Element Wealth, LLC | 0.15% | Add +0.4% | 3,130 | $356K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.5% | 3,120 | $355K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 3,120 | $355K |
| Lester Murray Antman dba SimplyRich | 0.09% | No change | 3,102 | $352K |
| Summit Global Investments | 0.02% | No change | 3,085 | $351K |
| Sound Income Strategies, LLC | 0.02% | Reduce -2.0% | 2,870 | $350K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -0.0% | 3,058 | $348K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -0.1% | 3,056 | $348K |
| SouthState Bank Corp | 0.02% | Reduce -5.1% | 3,033 | $345K |
| Stonebridge Financial Group, LLC / MO | 0.30% | — | 3,029 | $345K |
| Smith Chas P & Associates Pa Cpas | 0.02% | New | 3,027 | $344K |
| DAVENPORT & Co LLC | 0.00% | Add +0.0% | 3,020 | $343K |
| Genesis Private Wealth, LLC | 0.11% | New | 3,016 | $343K |
| Betterment LLC | 0.00% | Reduce -0.6% | 2,989 | $340K |
| Meramec Financial Planners, LLC | 0.13% | — | 2,664 | $337K |
| AdvisorNet Financial, Inc | 0.02% | Add +6.9% | 2,947 | $335K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 2,944 | $335K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 2,944 | $335K |
| Aegis Wealth Management LLC | 0.19% | No change | 2,925 | $333K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,920 | $332K |
| Pension & Wealth Management Advisors, Inc. | 0.10% | Reduce -25.1% | 2,917 | $332K |
| Willner & Heller, LLC | 0.24% | Reduce -3.0% | 2,917 | $332K |
| Russell Investments Group, Ltd. | 0.00% | Add +177.8% | 2,906 | $331K |
| Compass Ion Advisors, LLC | 0.03% | Add +0.2% | 2,877 | $327K |
| NorthRock Partners, LLC | 0.01% | No change | 2,874 | $327K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -13.7% | 2,865 | $326K |
| Vicus Capital | 0.02% | Reduce -38.7% | 2,835 | $322K |
| Smart Portfolios, LLC | 0.32% | Reduce -5.9% | 2,833 | $322K |
| Confluence Wealth Services, Inc. | 0.01% | Add +0.0% | 2,821 | $321K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,788 | $317K |
| Compass Financial Group, Inc. (Ohio) | 0.23% | — | 2,722 | $310K |
| Warner Financial, Inc. | 0.11% | Add +0.2% | 2,710 | $308K |
| Avion Wealth | 0.06% | Add +3.8% | 2,708 | $307K |
| Cornerstone Planning, LLC | 0.07% | — | 2,699 | $307K |
| Diversified Trust Co. | 0.01% | No change | 2,697 | $307K |
| Krilogy Financial LLC | 0.01% | Reduce -22.5% | 2,520 | $306K |
| Smith Salley Wealth Management | 0.02% | No change | 2,679 | $305K |
| Victory Financial Group, LLC | 0.04% | Add +1.2% | 2,671 | $304K |
| Dynamic Financial Group | 0.26% | Add +2.4% | 2,645 | $301K |
| Moors & Cabot, Inc. | 0.01% | Add +1.1% | 2,607 | $296K |
| Saxon Interests, Inc. | 0.10% | No change | 2,589 | $294K |
| Mechanics Financial Corp | 0.11% | No change | 2,576 | $293K |
| Facet Wealth, Inc. | 0.01% | Add +19.1% | 2,422 | $292K |
| Sterling Wealth Management, Inc. | 0.08% | Add +0.0% | 2,566 | $292K |
| Green Ridge Wealth Planning LLC | 0.15% | — | 2,554 | $290K |
| KPP Advisory Services LLC | 0.04% | Reduce -0.4% | 2,550 | $290K |
| Atlantic Edge Private Wealth Management, LLC | 0.07% | No change | 2,540 | $289K |
| BCS Private Wealth Management, Inc. | 0.10% | New | 2,530 | $288K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -31.7% | 2,518 | $286K |
| Valley Forge Investment Consultants Inc. Adv | 0.08% | Reduce -35.6% | 2,498 | $284K |
| MidAtlantic Capital Management, Inc. | 0.18% | Add +0.0% | 2,481 | $282K |
| Pinnacle Financial Group, LLC / IL | 0.08% | Add +2.4% | 2,467 | $281K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +30.3% | 2,462 | $280K |
| Cim, LLC | 0.04% | Add +2.0% | 2,460 | $280K |
| Hardin Capital Partners, LLC | 0.13% | No change | 2,453 | $279K |
| Venture Visionary Partners LLC | 0.01% | No change | 2,448 | $278K |
| Citadel Advisors | 0.00% | Reduce -87.2% | 2,445 | $278K |
| Blue Bell Private Wealth Management, LLC | 0.04% | No change | 2,440 | $277K |
| Mutual Advisors, LLC | 0.01% | Reduce -44.0% | 2,437 | $277K |
| Gen-Wealth Partners Inc | 0.09% | No change | 2,434 | $277K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -1.3% | 2,425 | $276K |
| Financial Perspectives, Inc | 0.07% | Add +0.2% | 2,417 | $275K |
| Silverlake Wealth Management LLC | 0.06% | Add +15.0% | 2,416 | $275K |
| Guardian Financial Partners, LLC | 0.11% | New | 2,395 | $272K |
| Integrated Investment Consultants, LLC | 0.05% | Add +3.6% | 2,371 | $270K |
| Cambria Investment Management, L.P. | 0.02% | New | 2,354 | $268K |
| Bensler, LLC | 0.03% | Reduce -6.7% | 2,354 | $268K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.1% | 2,353 | $268K |
| Signature Equity Partners, LLC | 0.15% | — | 2,347 | $267K |
| Mullaney, Keating & Wright, Inc. | 0.14% | Reduce -10.8% | 2,331 | $265K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,330 | $265K |
| Founders Financial Securities LLC | 0.02% | Add +1.3% | 2,310 | $263K |
| Vines Capital Management, LLC | 0.26% | — | 2,308 | $262K |
| Morton Brown Family Wealth, LLC | 0.07% | No change | 2,304 | $262K |
| Marco Investment Management LLC | 0.02% | No change | 2,292 | $261K |
| Sims Investment Management, LLC | 0.09% | Reduce -10.1% | 2,282 | $260K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +0.1% | 2,272 | $258K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +24.0% | 2,272 | $258K |
| Welch Group, LLC | 0.01% | Reduce -10.1% | 2,270 | $258K |
| Greenup Street Wealth Management LLC | 0.04% | Reduce -67.6% | 2,269 | $258K |
| Milestones Private Investment Advisors LLC | 0.18% | Add +0.1% | 2,252 | $256K |
| Keener Financial Planning LLC | 0.11% | No change | 2,257 | $256K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,250 | $256K |
| Foster & Motley Inc. | 0.01% | No change | 2,238 | $255K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -17.9% | 2,235 | $254K |
| Cosner Financial Group, LLC | 0.13% | No change | 2,201 | $250K |
| Peak Asset Management, LLC | 0.04% | No change | 2,200 | $250K |
| Park Capital Management, LLC / WI | 0.18% | New | 2,192 | $249K |
| BDFS Capital LLC | 0.13% | — | 2,187 | $249K |
| Enclave Advisors LLC | 0.04% | Reduce -7.1% | 2,186 | $249K |
| Towerpoint Wealth, LLC | 0.10% | Add +0.3% | 2,165 | $246K |
| Guidance Point Advisors, LLC | 0.06% | Add +2.7% | 2,123 | $242K |
| Life Planning Partners, Inc | 0.18% | Reduce -18.6% | 2,114 | $240K |
| Painted Porch Advisors LLC | 0.10% | No change | 2,104 | $239K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,100 | $239K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.5% | 2,098 | $239K |
| Wealth Quarterback LLC | 0.09% | Reduce -22.7% | 2,089 | $238K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,075 | $236K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.4% | 2,048 | $233K |
| Conservest Capital Advisors, Inc. | 0.02% | No change | 2,045 | $233K |
| Panoramic Investment Advisors, LLC | 0.13% | Reduce -12.8% | 2,045 | $233K |
| Curi Capital, LLC | 0.00% | New | 2,036 | $232K |
| Perigon Wealth Management, LLC | 0.00% | Add +2.5% | 2,024 | $230K |
| Vawter Financial, Ltd. | 0.10% | No change | 2,020 | $230K |
| Jeppson Wealth Management, LLC | 0.07% | No change | 2,000 | $227K |
| BBR Partners, LLC | 0.01% | No change | 2,000 | $227K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,000 | $227K |
| Camelot Technology Advisors, Inc. | 0.17% | Add +0.2% | 1,996 | $227K |
| IFG Advisors, LLC | 0.04% | Reduce -13.0% | 1,982 | $225K |
| Benningfield Financial Advisors, LLC | 0.17% | No change | 1,965 | $223K |
| Keel Point, LLC | 0.01% | Reduce -0.7% | 1,953 | $222K |
| Focused Alpha, LLC | 0.07% | — | 1,951 | $222K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 1,950 | $222K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +124.4% | 1,934 | $220K |
| Corepath Wealth Partners LLC | 0.15% | Reduce -37.6% | 1,830 | $220K |
| National Bank of Canada | 0.00% | Reduce -3.7% | 1,930 | $219K |
| Boston Family Office LLC | 0.01% | No change | 1,930 | $219K |
| Trust Co of the South | 0.04% | No change | 1,920 | $218K |
| Foundation Wealth Management, LLC\PA | 0.08% | Reduce -11.7% | 1,911 | $217K |
| Wick Capital Partners, LLC | 0.04% | Reduce -3.4% | 1,910 | $217K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.5% | 1,885 | $214K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.3% | 1,869 | $213K |
| IFG Advisory, LLC | 0.01% | Reduce -2.5% | 1,863 | $212K |
| Weil Company, Inc. | 0.05% | Reduce -14.2% | 1,851 | $210K |
| Destiny Wealth Partners, LLC | 0.02% | New | 1,727 | $210K |
| Sei Investments Co. | 0.00% | Add +0.3% | 1,838 | $209K |
| Allen Investment Management, LLC | 0.00% | No change | 1,836 | $209K |
| Optimist Retirement Group LLC | 0.10% | Add +0.5% | 1,831 | $208K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -2.6% | 1,830 | $208K |
| Sharper & Granite LLC | 0.07% | No change | 1,827 | $208K |
| Chilton Capital Management LLC | 0.01% | Add +289.3% | 1,826 | $208K |
| Sacks & Associates, LLC | 0.15% | — | 1,807 | $205K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -35.5% | 1,806 | $205K |
| Joseph P. Lucia & Associates, LLC | 0.07% | New | 1,804 | $205K |
| Fortune Financial Advisors, LLC | 0.14% | New | 1,800 | $205K |
| Stonebridge Financial Planning Group, LLC | 0.07% | New | 1,799 | $205K |
| ORG Partners LLC | 0.04% | Reduce -1.3% | 1,797 | $205K |
| MV Capital Management, Inc. | 0.02% | No change | 1,797 | $204K |
| Regatta Capital Group, LLC | 0.03% | New | 1,795 | $204K |
| Webster Bank, N. A. | 0.02% | Reduce -34.5% | 1,777 | $202K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 1,776 | $202K |
| Laurel Oak Wealth Management, LLC | 0.03% | — | 1,761 | $200K |
| NBT Bank, N.A. | 0.01% | Add +0.2% | 1,322 | $198K |
| Archer Investment Corp | 0.04% | Add +28.2% | 1,675 | $191K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,660 | $189K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -2.0% | 1,610 | $183K |
| CGC Financial Services, LLC | 0.05% | Add +21.8% | 1,594 | $181K |
| Insight Inv LLC | 0.10% | Reduce -12.1% | 1,573 | $179K |
| Matrix Private Capital Group LLC | 0.09% | No change | 1,547 | $176K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 1,538 | $175K |
| VSM Wealth Advisory, LLC | 0.05% | Add +0.2% | 1,536 | $175K |
| Van Den Berg Management I, Inc. | 0.04% | New | 1,523 | $173K |
| Winthrop Capital Management, LLC | 0.04% | Add +0.1% | 1,525 | $173K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,521 | $173K |
| HighMark Wealth Management LLC | 0.07% | Reduce -3.4% | 1,503 | $171K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.1% | 1,455 | $165K |
| Dogwood Wealth Management LLC | 0.07% | Reduce -2.6% | 1,454 | $165K |
| Montag A & Associates Inc. | 0.01% | Add +149.9% | 1,417 | $161K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,323 | $150K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,271 | $145K |
| Copia Wealth Management | 0.10% | No change | 1,255 | $143K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -11.2% | 1,254 | $143K |
| Hollencrest Capital Management | 0.00% | No change | 1,250 | $142K |
| HM Payson & Co. | 0.00% | Add +4.2% | 1,248 | $142K |
| Coastline Trust Co | 0.01% | No change | 1,237 | $141K |
| Westside Investment Management, Inc. | 0.02% | Add +0.4% | 1,217 | $138K |
| Private Trust Co. NA | 0.01% | Reduce -78.9% | 1,209 | $137K |
| Harbor Asset Planning, Inc. | 0.12% | Reduce -5.2% | 1,192 | $136K |
| Laurel Wealth Advisors LLC | 0.02% | New | 1,185 | $135K |
| Longview Financial Advisors LLC | 0.07% | No change | 1,173 | $133K |
| Evergreen Private Wealth LLC | 0.05% | Reduce -5.2% | 1,173 | $133K |
| Ancora Advisors LLC | 0.00% | No change | 1,140 | $130K |
| SHP Wealth Management | 0.01% | — | 1,118 | $127K |
| Global Trust Asset Management, LLC | 0.05% | Reduce -54.3% | 1,059 | $120K |
| Horizon Investments, LLC | 0.00% | Reduce -8.3% | 1,056 | $120K |
| Cordant, Inc. | 0.05% | No change | 984 | $112K |
| Walsh & Associates, LLC | 0.11% | — | 975 | $111K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 972 | $111K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 939 | $107K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 923 | $105K |
| Arlington Trust Co LLC | 0.01% | Add +22.0% | 915 | $104K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -1.8% | 830 | $94K |
| Princeton Global Asset Management LLC | 0.02% | Add +28.7% | 829 | $94K |
| Tidemark, LLC | 0.03% | No change | 820 | $93K |
| Hilton Head Capital Partners, LLC | 0.05% | — | 817 | $93K |
| Orion Capital Management LLC | 0.03% | No change | 804 | $91K |
| Biltmore Family Office, LLC | 0.01% | New | 800 | $91K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +15.3% | 797 | $91K |
| Hilltop National Bank | 0.02% | No change | 780 | $89K |
| Smithfield Trust Co | 0.00% | Add +7.5% | 718 | $81K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 694 | $79K |
| Concord Wealth Partners | 0.01% | Add +1.4% | 678 | $77K |
| Country Trust Bank | 0.00% | No change | 659 | $75K |
| Rothschild Investment LLC | 0.00% | No change | 644 | $73K |
| GAMMA Investing LLC | 0.00% | Add +10.9% | 620 | $71K |
| Cornerstone Planning Group LLC | 0.01% | No change | 582 | $70K |
| Measured Wealth Private Client Group, LLC | 0.02% | Reduce -11.0% | 616 | $70K |
| Kings Path Partners LLC | 0.02% | No change | 608 | $69K |
| Smartleaf Asset Management LLC | 0.00% | New | 593 | $68K |
| Qube Research & Technologies Ltd | 0.00% | No change | 595 | $68K |
| Harbour Investments, Inc. | 0.00% | Add +5.1% | 579 | $66K |
| CENTRAL TRUST Co | 0.00% | No change | 559 | $64K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 550 | $63K |
| Powell Investment Advisors, LLC | 0.02% | No change | 533 | $61K |
| Topsail Wealth Management, LLC | 0.01% | No change | 532 | $60K |
| International Assets Investment Management, LLC | 0.00% | New | 528 | $60K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 526 | $60K |
| Cape Investment Advisory, Inc. | 0.02% | Add +5090.0% | 519 | $59K |
| Seneschal Advisors, LLC | 0.04% | No change | 484 | $55K |
| Granite Investment Partners, LLC | 0.00% | No change | 480 | $55K |
| Colonial Trust Advisors | 0.00% | No change | 476 | $54K |
| Rice Partnership, LLC | 0.01% | No change | 470 | $53K |
| Navalign, LLC | 0.01% | New | 452 | $51K |
| Front Row Advisors LLC | 0.02% | No change | 450 | $51K |
| Grove Bank & Trust | 0.01% | No change | 450 | $51K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 436 | $51K |
| Robinswood Financial LLC | 0.02% | Add +0.5% | 430 | $49K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 426 | $48K |
| Essential Partners LLC | 0.01% | No change | 424 | $48K |
| Sankala Group LLC | 0.04% | — | 385 | $47K |
| Howe & Rusling Inc. | 0.00% | Reduce -86.8% | 401 | $46K |
| Pacific Center for Financial Services | 0.01% | No change | 400 | $44K |
| Millstone Evans Group, LLC | 0.03% | No change | 388 | $44K |
| Abound Wealth Management | 0.01% | Reduce -20.2% | 380 | $43K |
| Sage Mountain Advisors LLC | 0.00% | No change | 377 | $43K |
| Deutsche Bank AG | 0.00% | Add +48.4% | 371 | $42K |
| First PREMIER Bank | 0.01% | No change | 370 | $42K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 352 | $40K |
| IAG Wealth Partners, LLC | 0.00% | No change | 350 | $40K |
| SJS Investment Consulting Inc. | 0.00% | No change | 332 | $38K |
| CoreCap Advisors, LLC | 0.00% | Add +39.7% | 327 | $37K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +0.9% | 320 | $36K |
| Independence Bank of Kentucky | 0.00% | No change | 318 | $36K |
| Fortis Group Advisors, LLC | 0.01% | No change | 317 | $36K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 310 | $35K |
| Caldwell Trust Co | 0.00% | No change | 305 | $35K |
| Trust Co. of Toledo NA | 0.00% | No change | 303 | $34K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 300 | $34K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 300 | $34K |
| Missouri Trust & Investment Co | 0.01% | No change | 300 | $34K |
| Evermay Wealth Management LLC | 0.00% | No change | 293 | $33K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 282 | $32K |
| Godfrey Financial Associates, Inc. | 0.03% | — | 278 | $32K |
| Monetary Solutions, Ltd | 0.03% | — | 276 | $31K |
| Tucker Asset Management LLC | 0.01% | Reduce -3.5% | 272 | $31K |
| Capital Investment Counsel, Inc | 0.00% | New | 268 | $30K |
| Root Financial Partners, LLC | 0.00% | No change | 267 | $30K |
| Fairman Group, LLC | 0.02% | No change | 252 | $29K |
| Stephens Consulting, LLC | 0.01% | Add +0.8% | 250 | $28K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 250 | $28K |
| Palouse Capital Management, Inc. | 0.02% | No change | 244 | $28K |
| Cornerstone Financial Management LLC | 0.02% | — | 227 | $26K |
| Signaturefd, LLC | 0.00% | No change | 225 | $26K |
| Bullock Wealth Management Group | 0.01% | — | 224 | $25K |
| Richardson Financial Services Inc. | 0.01% | No change | 224 | $25K |
| Merrithew & Thorsten Inc | 0.03% | — | 221 | $25K |
| Corsicana & Co. | 0.01% | No change | 216 | $25K |
| Hughes Financial Services, LLC | 0.00% | No change | 211 | $24K |
| CX Institutional | 0.00% | Reduce -45.4% | 201 | $23K |
| Pandora Wealth, Inc. | 0.01% | No change | 200 | $23K |
| Abound Financial, LLC | 0.01% | New | 200 | $23K |
| United Financial Planning Group LLC | 0.01% | No change | 199 | $23K |
| MGB Wealth Management, LLC | 0.01% | No change | 198 | $23K |
| Financial Connections Group, Inc. | 0.01% | No change | 188 | $21K |
| Noble Wealth Management PBC | 0.01% | No change | 180 | $20K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 180 | $20K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -0.6% | 174 | $20K |
| Red Tortoise LLC | 0.01% | No change | 171 | $19K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +44.7% | 165 | $19K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Reduce -93.9% | 164 | $19K |
| Hantz Financial Services, Inc. | 0.00% | No change | 156 | $18K |
| Advocate Investing Services LLC | 0.02% | — | 158 | $18K |
| Triumph Capital Management | 0.00% | New | 157 | $18K |
| First United Bank & Trust | 0.01% | No change | 150 | $17K |
| Eastern Bank | 0.00% | No change | 150 | $17K |
| Principia Wealth Advisory, LLC | 0.01% | Reduce -28.0% | 139 | $16K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 128 | $15K |
| Team Financial Group, LLC | 0.01% | Add +0.8% | 125 | $14K |
| Planning Project LLC | 0.00% | — | 125 | $14K |
| Pacifica Partners Inc. | 0.01% | No change | 118 | $14K |
| Wealth Watch Advisors, INC | 0.00% | No change | 113 | $13K |
| Curio Wealth, LLC | 0.00% | No change | 111 | $13K |
| Golden State Wealth Management, LLC | 0.00% | No change | 111 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 110 | $13K |
| SIMA Wealth Partners, LLC | 0.01% | Reduce -59.9% | 109 | $12K |
| Johnson Financial Group, Inc. | 0.00% | New | 108 | $12K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 105 | $12K |
| NorthAvenue LLC | 0.01% | — | 102 | $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% | No change | 100 | $11K |
| Assetmark, Inc. | 0.00% | Reduce -91.9% | 98 | $11K |
| Bank of New Hampshire | 0.00% | No change | 94 | $11K |
| Sittner & Nelson, LLC | 0.00% | No change | 81 | $10K |
| MTM Investment Management, LLC | 0.00% | No change | 90 | $10K |
| Richardson Capital Management LLC | 0.01% | No change | 88 | $10K |
| Atomic Invest LLC | 0.01% | — | 83 | $9K |
| West Paces Advisors Inc. | 0.00% | No change | 75 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -20.9% | 68 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | Add +1.5% | 68 | $8K |
| Crewe Advisors LLC | 0.00% | No change | 66 | $8K |
| Imprint Wealth LLC | 0.03% | No change | 62 | $7K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 61 | $7K |
| First Command Advisory Services, Inc. | 0.00% | No change | 61 | $7K |
| Ballast Advisors LLC | 0.00% | Reduce -58.6% | 60 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 60 | $7K |
| Realta Investment Advisors | 0.00% | No change | 52 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 52 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 50 | $6K |
| Dunhill Financial, LLC | 0.00% | No change | 45 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 43 | $5K |
| Graney & King, LLC | 0.00% | No change | 43 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 36 | $4K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | — | 34 | $4K |
| Estate Planners Group, LLC | 0.00% | — | 29 | $3K |
| Nvest Wealth Strategies, Inc. | 0.00% | — | 26 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 26 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 24 | $3K |
| Nvwm, LLC | 0.00% | Add +26.3% | 24 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 22 | $3K |
| Piedmont Capital Management, LLC | 0.00% | — | 21 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 20 | $2K |
| Strategic Wealth Advisors LLC | 0.00% | — | 24 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 13 | $2K |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 5 | $618 |
| Simplex Trading, LLC | 0.00% | New | 5 | $568 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 1 | $114 |
| Cambient Family Office, LLC | 0.00% | — | 1 | $100 |
"% 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.