iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q1 2026 (March 31)852holders +12
72new positions
51sold out
4famous investors
$118.07avg. 13F price*
At the end of Q1 2026, 852 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, up 12 from Q4 2025. 72 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($380.3M), Bank of America Corp. ($373.0M) and True Freedom Investing, LLC ($229.8M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $482.7M |
| Exits | 51 | $32.1M |
All 13F filers, Q4 2025 → Q1 2026: 6,901,253 shares bought and 1,392,909 shares sold, net +5,508,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 852 holders
| Morgan Stanley | 0.02% | Add +3.5% | 3,210,240 | $380.3M |
| Bank of America Corp. | 0.03% | Reduce -2.9% | 3,148,988 | $373.0M |
| True Freedom Investing, LLC | 17.63% | New | 1,940,467 | $229.8M |
| FMR LLC | 0.01% | Add +23.4% | 1,632,259 | $193.3M |
| Wells Fargo & Company | 0.03% | Add +13.8% | 1,432,802 | $169.7M |
| UBS Group AG | 0.02% | Add +3.7% | 1,092,944 | $129.5M |
| USA Financial Formulas | 20.72% | New | 927,820 | $109.9M |
| LPL Financial LLC | 0.03% | Reduce -2.9% | 869,840 | $103.0M |
| Ameriprise Financial Inc. | 0.02% | Add +19.3% | 846,373 | $100.3M |
| Prime Capital Investment Advisors, LLC | 1.06% | Reduce -1.2% | 775,003 | $91.8M |
| Modera Wealth Management, LLC | 1.01% | Reduce -3.7% | 711,589 | $84.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +59.8% | 589,535 | $69.8M |
| M&T Bank Corp | 0.22% | Add +1.0% | 559,450 | $66.3M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.6% | 554,609 | $65.7M |
| Royal Bank of Canada | 0.01% | Add +6.5% | 550,910 | $65.3M |
| HighTower Advisors, LLC | 0.06% | Add +0.4% | 503,966 | $59.7M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -3.8% | 473,681 | $56.1M |
| Modern Wealth Management, LLC | 0.84% | Add +11921.0% | 411,838 | $48.9M |
| Raymond James Financial Inc. | 0.01% | Add +27.1% | 399,861 | $47.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -1.7% | 375,660 | $44.5M |
| Jones Financial Companies LLLP | 0.02% | Add +11.3% | 374,664 | $43.7M |
| Regions Financial Corp. | 0.28% | Reduce -4.0% | 367,261 | $43.5M |
| World Investment Advisors | 0.65% | Add +14.0% | 342,789 | $40.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 327,688 | $38.0M |
| Stifel Financial Corp. | 0.03% | Reduce -1.0% | 302,770 | $35.9M |
| Focus Partners Wealth | 0.04% | Add +1.9% | 300,334 | $35.6M |
| Palisades Hudson Asset Management, L.P. | 13.00% | Reduce -0.9% | 281,640 | $33.4M |
| Exencial Wealth Advisors, LLC | 1.03% | Reduce -1.1% | 279,650 | $33.1M |
| Osaic Holdings, Inc. | 0.05% | Add +76.2% | 277,235 | $32.9M |
| Sharp Wealth Advisory, LLC | 15.92% | New | 272,120 | $32.2M |
| Bailard, Inc. | 0.73% | Reduce -0.7% | 269,055 | $31.9M |
| Mariner, LLC | 0.04% | Add +16.4% | 255,162 | $30.2M |
| Bank of Montreal | 0.01% | Reduce -0.4% | 253,249 | $30.0M |
| Baird Financial Group, Inc. | 0.05% | Reduce -0.5% | 251,891 | $29.8M |
| Cetera Investment Advisers | 0.03% | Add +9.9% | 250,385 | $29.7M |
| Heartwood Wealth Advisors LLC | 2.46% | Add +5.6% | 237,895 | $28.2M |
| AlphaCore Capital LLC | 0.65% | Reduce -4.7% | 231,885 | $27.5M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.9% | 197,334 | $23.4M |
| GHP Investment Advisors, Inc. | 0.96% | Reduce -0.1% | 197,058 | $23.3M |
| Cerity Partners LLC | 0.03% | Add +0.8% | 196,117 | $23.2M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Add +8.7% | 189,997 | $22.5M |
| MAI Capital Management | 0.12% | Reduce -0.0% | 184,883 | $21.9M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +4.2% | 176,811 | $20.9M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +5.7% | 174,677 | $20.7M |
| Probity Advisors, Inc. | 3.22% | Reduce -1.0% | 171,374 | $20.3M |
| Creative Planning | 0.01% | Add +10.3% | 168,133 | $19.9M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -7.0% | 166,774 | $19.8M |
| Brown Advisory Inc. | 0.03% | Reduce -17.0% | 152,151 | $18.0M |
| Savant Capital, LLC | 0.08% | Reduce -3.6% | 143,902 | $17.0M |
| Fifth Third Bancorp | 0.03% | Add +164.8% | 143,255 | $17.0M |
| Keybank National Association | 0.06% | Reduce -0.9% | 139,869 | $16.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +68.1% | 138,278 | $16.4M |
| Ellis Investment Partners, LLC | 2.83% | Reduce -3.1% | 137,472 | $16.3M |
| CoreCap Advisors, LLC | 0.54% | Add +40529.7% | 132,859 | $15.7M |
| Waverly Advisors, LLC | 0.11% | Add +2.0% | 128,124 | $15.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.6% | 127,605 | $15.1M |
| Truist Financial Corp. | 0.02% | Reduce -16.9% | 123,487 | $14.6M |
| Coastal Bridge Advisors, LLC | 0.99% | Add +10.9% | 117,833 | $14.0M |
| Financial Advisors Network, Inc. | 1.92% | Reduce -7.5% | 117,453 | $13.9M |
| Royal Fund Management, LLC | 1.29% | New | 113,743 | $13.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +23.4% | 110,432 | $13.1M |
| Wealth Architects, LLC | 1.16% | Reduce -0.2% | 110,103 | $13.0M |
| Independent Financial Group, LLC | 0.29% | Add +269.4% | 108,686 | $12.9M |
| Lido Advisors, LLC | 0.05% | Add +6.4% | 108,067 | $12.8M |
| Pinnacle Financial Partners, Inc. | 0.09% | Add +0.8% | 104,318 | $12.4M |
| Centaurus Financial, Inc. | 0.57% | New | 101,813 | $12.1M |
| Farther Finance Advisors, LLC | 0.11% | Add +60.1% | 99,335 | $11.8M |
| Merit Financial Group, LLC | 0.08% | New | 96,173 | $11.4M |
| Cibc World Market Inc. | 0.02% | Reduce -12.1% | 95,295 | $11.3M |
| Corient Private Wealth LP | 0.02% | Reduce -5.0% | 93,216 | $11.0M |
| Lake Street Private Wealth, LLC | 1.29% | Reduce -15.7% | 85,090 | $10.1M |
| Asset Management Group, Inc. | 1.62% | Reduce -3.9% | 84,406 | $10.0M |
| Phillips Financial Management, LLC | 0.72% | Reduce -26.5% | 83,705 | $9.9M |
| Home Federal Bank of Tennessee | 2.47% | Reduce -2.1% | 83,510 | $9.9M |
| Glenmede Trust Co. NA | 0.05% | Reduce -0.0% | 83,194 | $9.9M |
| Captrust Financial Advisors | 0.02% | Add +0.2% | 82,919 | $9.8M |
| One Capital Management, LLC | 0.27% | Reduce -14.0% | 82,509 | $9.8M |
| Prospera Financial Services Inc | 0.16% | Add +2.4% | 81,993 | $9.7M |
| RTD Financial Advisors, Inc. | 1.19% | Reduce -7.5% | 81,898 | $9.7M |
| Cordatus Wealth Management LLC | 2.26% | Add +2.4% | 80,110 | $9.5M |
| Cassaday & Co Wealth Management LLC | 0.20% | Reduce -0.8% | 78,565 | $9.3M |
| Evanson Asset Management, LLC | 0.50% | Add +0.0% | 77,898 | $9.2M |
| Arkadios Wealth Advisors | 0.15% | Reduce -2.0% | 77,216 | $9.1M |
| Sterling Financial Planning, Inc. | 2.69% | Reduce -3.0% | 76,707 | $9.1M |
| First Trust Advisors LP | 0.01% | Add +875.2% | 76,543 | $9.1M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +836.0% | 76,425 | $9.1M |
| Summit Financial, LLC | 0.12% | Add +3.4% | 76,303 | $9.0M |
| Integrated Wealth Concepts LLC | 0.07% | Add +3.0% | 75,590 | $9.0M |
| Bokf, NA | 0.13% | Reduce -1.0% | 72,891 | $8.6M |
| JFS Wealth Advisors, LLC | 0.48% | Reduce -5.8% | 72,337 | $8.6M |
| Capital Advisors, Ltd. LLC | 0.96% | Reduce -0.2% | 71,342 | $8.5M |
| Chicago Partners Investment Group LLC | 0.19% | Reduce -2.4% | 65,296 | $8.4M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.5% | 69,962 | $8.3M |
| Occidental Asset Management, LLC | 0.98% | Add +11.4% | 69,653 | $8.3M |
| Pathstone Holdings, LLC | 0.03% | Add +11.8% | 69,324 | $8.2M |
| Clear Creek Financial Management, LLC | 0.63% | New | 69,270 | $8.2M |
| Castlekeep Investment Advisors LLC | 4.38% | Add +22.8% | 68,231 | $8.1M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +6.0% | 67,664 | $8.0M |
| Councilor Wealth, LLC | 3.88% | Reduce -3.9% | 67,429 | $8.0M |
| One Day In July LLC | 0.63% | Reduce -5.2% | 66,309 | $7.9M |
| Ifrah Financial Services, Inc. | 2.05% | Reduce -1.4% | 65,508 | $7.8M |
| Fortress Financial Group, LLC | 5.62% | Add +2.1% | 64,138 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -18.7% | 63,622 | $7.5M |
| Summit Financial Consulting LLC | 5.39% | New | 63,554 | $7.5M |
| Independent Advisor Alliance | 0.08% | New | 62,870 | $7.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -52.8% | 110,145 | $7.4M |
| US Bancorp \de | 0.01% | Reduce -1.0% | 61,924 | $7.3M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +0.5% | 61,040 | $7.2M |
| Ausdal Financial Partners, Inc. | 0.32% | Add +4.2% | 60,742 | $7.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.2% | 60,517 | $7.2M |
| Sax Wealth Advisors, LLC | 0.34% | No change | 60,930 | $6.9M |
| Accretive Wealth Partners, LLC | 1.95% | Add +2.1% | 58,148 | $6.9M |
| Allworth Financial LP | 0.03% | Add +5.3% | 57,932 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Add +25.0% | 57,844 | $6.9M |
| Sowell Financial Services LLC | 0.25% | Add +0.3% | 56,601 | $6.7M |
| Sigma Planning Corp | 0.19% | Add +7.2% | 56,475 | $6.7M |
| MidFirst Bank | 0.53% | Reduce -3.4% | 54,109 | $6.4M |
| Ironwood Financial, llc | 1.12% | Reduce -1.2% | 54,058 | $6.4M |
| Crescent Grove Advisors, LLC | 0.63% | No change | 53,549 | $6.3M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 51,220 | $6.1M |
| First County Bank | 3.23% | Reduce -2.8% | 50,755 | $6.0M |
| Parallax Volatility Advisers, L.P. | 0.33% | New | 50,002 | $5.9M |
| Rodgers & Associates, LTD | 0.60% | Reduce -4.8% | 49,704 | $5.9M |
| Mma Asset Management LLC | 2.07% | Add +2.3% | 49,583 | $5.9M |
| Cresset Asset Management, LLC | 0.02% | Reduce -2.7% | 48,644 | $5.8M |
| NorthCrest Asset Manangement, LLC | 0.18% | Reduce -22.9% | 47,812 | $5.7M |
| Gerald Baker Financial Group LLC | 1.80% | — | 47,927 | $5.7M |
| IFP Advisors, Inc | 0.12% | Add +1.1% | 46,967 | $5.6M |
| Sapient Capital LLC | 0.08% | Add +14.6% | 45,926 | $5.4M |
| Quent Capital, LLC | 0.39% | Reduce -1.8% | 45,890 | $5.4M |
| Sonata Capital Group Inc. | 2.00% | Reduce -1.6% | 45,848 | $5.4M |
| Stokes Family Office, LLC | 0.56% | Reduce -3.6% | 45,786 | $5.4M |
| Pittenger & Anderson Inc. | 0.22% | No change | 45,700 | $5.4M |
| Level Four Advisory Services, LLC | 0.18% | No change | 45,488 | $5.4M |
| Inspire Trust Co, N.A. | 0.82% | Add +8.4% | 45,000 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Add +2.4% | 44,870 | $5.3M |
| Parallel Advisors, LLC | 0.10% | Add +0.6% | 44,590 | $5.3M |
| First Heartland Consultants, Inc. | 0.40% | New | 44,551 | $5.3M |
| Wilmington Savings Fund Society, FSB | 0.13% | Reduce -4.5% | 44,320 | $5.2M |
| Advisory Services Network, LLC | 0.07% | Reduce -0.8% | 43,178 | $5.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | No change | 42,541 | $5.0M |
| Integrated Advisors Network LLC | 0.26% | New | 42,524 | $5.0M |
| Lutz Financial Services LLC | 0.34% | Reduce -1.2% | 42,331 | $5.0M |
| Salomon & Ludwin, LLC | 0.45% | Reduce -4.7% | 41,970 | $5.0M |
| Eley Financial Management, Inc | 1.79% | Reduce -0.3% | 41,841 | $5.0M |
| Asset Dedication, LLC | 0.35% | Reduce -46.1% | 41,689 | $4.9M |
| Graves Light Lenhart Wealth, Inc. | 0.51% | Add +1.0% | 41,679 | $4.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +9425.0% | 41,529 | $4.9M |
| First Citizens Financial Corp | 2.26% | Reduce -0.2% | 40,403 | $4.8M |
| Burns J W & Co. Inc. | 0.54% | Add +2.5% | 40,049 | $4.7M |
| Blue Edge Capital, LLC | 0.63% | Add +25.1% | 39,779 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.0% | 39,731 | $4.7M |
| BKM Wealth Management, LLC | 1.71% | Reduce -0.5% | 39,523 | $4.7M |
| DT Investment Partners, LLC | 0.38% | No change | 38,530 | $4.6M |
| Salus Financial Advisors, LLC | 2.65% | Reduce -0.9% | 38,344 | $4.5M |
| Clayton Financial Group LLC | 2.33% | Add +0.2% | 38,336 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.8% | 37,181 | $4.4M |
| Quantinno Capital Management LP | 0.01% | Add +41.6% | 36,939 | $4.4M |
| Ethos Financial Group, LLC | 0.32% | Add +0.1% | 37,896 | $4.3M |
| Flow Traders U.S. LLC | 0.14% | New | 36,265 | $4.3M |
| Centerpoint Advisors, LLC | 1.37% | Reduce -0.3% | 35,668 | $4.2M |
| LTG Capital LLC | 3.20% | Reduce -1.3% | 35,399 | $4.2M |
| Cambridge Financial Group, LLC | 1.38% | Reduce -36.8% | 34,532 | $4.1M |
| Greenleaf Trust | 0.04% | Reduce -0.9% | 34,206 | $4.1M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Reduce -1.2% | 33,777 | $4.0M |
| Azimuth Capital Investment Management LLC | 0.15% | Reduce -5.5% | 32,804 | $3.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -4.0% | 32,649 | $3.9M |
| Access Investment Management LLC | 1.03% | Reduce -8.0% | 32,568 | $3.9M |
| Courier Capital LLC | 0.21% | Reduce -27.5% | 32,137 | $3.8M |
| Oxler Private Wealth LLC | 1.19% | Reduce -2.5% | 32,013 | $3.8M |
| HB Wealth Management, LLC | 0.02% | Add +116.6% | 31,995 | $3.8M |
| Mainsail Financial Group, LLC | 1.54% | Reduce -0.9% | 31,258 | $3.7M |
| Texas Yale Capital Corp. | 0.10% | Reduce -11.9% | 31,034 | $3.7M |
| 1834 Investment Advisors Co. | 0.45% | Reduce -2.0% | 30,588 | $3.6M |
| InvesTrust | 1.48% | No change | 29,817 | $3.5M |
| MML Investors Services, LLC | 0.01% | Reduce -31.4% | 29,752 | $3.5M |
| Three Seasons Wealth, LLC | 1.33% | Add +464.0% | 29,371 | $3.5M |
| Evensky & Katz LLC | 0.20% | Reduce -8.5% | 29,313 | $3.5M |
| Broadview Financial Management, LLC | 2.37% | Reduce -0.9% | 29,277 | $3.5M |
| M1 Capital Management LLC | 1.57% | Reduce -1.8% | 28,829 | $3.4M |
| Northern Trust Corp. | 0.00% | Reduce -11.0% | 28,801 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -6.0% | 28,644 | $3.4M |
| Causey Wealth LLC | 1.42% | Reduce -10.9% | 28,299 | $3.4M |
| &partners | 0.02% | Add +6.7% | 27,920 | $3.3M |
| Baring Financial LLC | 2.01% | Add +1.2% | 27,791 | $3.3M |
| Neumann Capital Management, LLC | 0.96% | Reduce -2.6% | 27,426 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Reduce -20.3% | 28,304 | $3.2M |
| AE Wealth Management LLC | 0.02% | Add +123.4% | 27,117 | $3.2M |
| McKinley Carter Wealth Services, Inc. | 0.18% | Reduce -0.7% | 27,001 | $3.2M |
| Mission Wealth Management, LP | 0.07% | Reduce -6.0% | 26,646 | $3.2M |
| Tortoise Investment Management, LLC | 0.26% | Reduce -0.2% | 26,400 | $3.1M |
| Birch Hill Investment Advisors LLC | 0.14% | Add +0.1% | 25,794 | $3.1M |
| SOA Wealth Advisors, LLC. | 0.57% | Reduce -3.8% | 25,708 | $3.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -64.8% | 25,700 | $3.0M |
| Becker Capital Management Inc. | 0.09% | No change | 25,611 | $3.0M |
| Tiemann Investment Advisors, LLC | 1.19% | Add +1.2% | 25,591 | $3.0M |
| Ullmann Wealth Partners Group, LLC | 0.31% | Reduce -2.5% | 25,471 | $3.0M |
| Abacus Planning Group, Inc. | 0.41% | Reduce -52.0% | 25,418 | $3.0M |
| Everpar Advisors LLC | 1.03% | New | 25,341 | $3.0M |
| Ballentine Partners, LLC | 0.04% | Reduce -0.8% | 25,193 | $3.0M |
| Camarda Financial Advisors, LLC | 1.57% | New | 25,182 | $3.0M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -3.5% | 24,542 | $2.9M |
| One Wealth Advisors, LLC | 0.36% | Add +0.6% | 24,280 | $2.9M |
| LifeSteps Financial, Inc. | 1.82% | Add +20.6% | 24,241 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -15.0% | 24,072 | $2.9M |
| Cardiff Park Advisors, LLC | 0.22% | Reduce -9.7% | 23,568 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +0.9% | 23,481 | $2.8M |
| MSH Capital Advisors LLC | 0.59% | Reduce -0.7% | 23,399 | $2.8M |
| Midwest Trust Co | 0.03% | Add +3.1% | 23,389 | $2.8M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -3.5% | 23,255 | $2.8M |
| Columbia Bank | 0.78% | Add +16.6% | 23,198 | $2.7M |
| Wesbanco Bank Inc. | 0.07% | Add +2.3% | 22,555 | $2.7M |
| Astra Wealth Partners LLC | 1.67% | Add +1.5% | 22,351 | $2.6M |
| Stillwater Capital Advisors, LLC | 0.30% | Add +4.2% | 22,339 | $2.6M |
| Cwm, LLC | 0.01% | Reduce -10.5% | 22,192 | $2.6M |
| ARK & TLK Investments, LLC | 0.71% | Reduce -3.5% | 22,136 | $2.6M |
| Triangle Securities Wealth Management | 0.58% | Reduce -0.5% | 21,756 | $2.6M |
| Apella Capital, LLC | 0.04% | Add +156.5% | 20,159 | $2.6M |
| Nwam LLC | 0.15% | Reduce -0.4% | 21,393 | $2.5M |
| UMB Bank, n.a. | 0.04% | Reduce -11.9% | 21,166 | $2.5M |
| Bridges Investment Management Inc. | 0.03% | Reduce -2.0% | 21,096 | $2.5M |
| Strategic Blueprint, LLC | 0.14% | Add +1.6% | 20,818 | $2.5M |
| Mather Group, Llc. | 0.02% | Add +14.7% | 20,602 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.4% | 20,118 | $2.4M |
| Avior Wealth Management, LLC | 0.07% | Reduce -5.5% | 20,118 | $2.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | New | 20,000 | $2.4M |
| St. Louis Trust Co | 0.28% | Reduce -0.4% | 19,942 | $2.4M |
| Capital Squared Financial LLC | 1.80% | Add +2.5% | 19,922 | $2.4M |
| Quadcap Wealth Management, LLC | 0.26% | Reduce -3.0% | 19,579 | $2.3M |
| AtlasMark Financial, Inc | 1.48% | No change | 20,196 | $2.3M |
| Tocqueville Asset Management L.P. | 0.03% | No change | 19,389 | $2.3M |
| LMG Wealth Partners, LLC | 0.42% | No change | 19,316 | $2.3M |
| Glass Jacobson Investment Advisors llc | 0.78% | Add +0.1% | 19,129 | $2.3M |
| Associated Banc-Corp | 0.06% | Reduce -4.7% | 19,077 | $2.3M |
| Keystone Financial Group | 0.15% | New | 18,497 | $2.2M |
| Sequent Asset Management, LLC | 1.04% | No change | 18,402 | $2.2M |
| Larson Financial Group LLC | 0.07% | Reduce -6.5% | 18,300 | $2.2M |
| Taylor Financial Group, Inc. | 1.31% | Reduce -7.4% | 18,250 | $2.2M |
| Balboa Wealth Partners | 0.36% | New | 18,083 | $2.1M |
| Oarsman Capital, Inc. | 0.26% | Reduce -1.9% | 17,743 | $2.1M |
| Net Worth Advisory Group | 0.43% | Add +0.1% | 17,554 | $2.1M |
| Harbour Investments, Inc. | 0.03% | Add +2885.8% | 17,288 | $2.0M |
| WealthShield Partners, LLC | 0.23% | Add +4.1% | 17,285 | $2.0M |
| Hurley Capital, LLC | 1.09% | Add +2.4% | 17,147 | $2.0M |
| First Merchants Corp. | 0.08% | Reduce -7.5% | 17,138 | $2.0M |
| Novak & Powell Financial Services, Inc. | 1.09% | Add +146.6% | 17,067 | $2.0M |
| Alpine Bank Wealth Management | 0.28% | Reduce -20.9% | 16,533 | $2.0M |
| Goelzer Investment Management, Inc. | 0.09% | Reduce -8.3% | 16,408 | $1.9M |
| Prostatis Group LLC | 0.49% | Add +33.0% | 16,263 | $1.9M |
| GFS Advisors, LLC | 0.12% | Add +40.6% | 17,816 | $1.9M |
| Sequent Planning LLC | 0.46% | Reduce -0.0% | 16,063 | $1.9M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.9% | 15,996 | $1.9M |
| Agf Management Ltd. | 0.01% | Reduce -2.9% | 15,215 | $1.8M |
| PKS Advisory Services, LLC | 0.42% | Reduce -2.0% | 15,174 | $1.8M |
| WealthCare Asset Management, LLC | 1.88% | New | 14,930 | $1.8M |
| IHT Wealth Management, LLC | 0.04% | Reduce -6.8% | 14,667 | $1.7M |
| City Holding Co. | 0.22% | Add +4.9% | 14,625 | $1.7M |
| Harvest Investment Services, LLC | 0.32% | New | 14,612 | $1.7M |
| Physician Wealth Advisors, Inc. | 0.24% | Reduce -3.1% | 14,335 | $1.7M |
| Lee, Kelleher & Klein Wealth Management | 1.01% | Add +1.3% | 14,334 | $1.7M |
| Zhang Financial LLC | 0.06% | Add +0.0% | 14,299 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,156 | $1.7M |
| SigFig Wealth Management, LLC | 0.05% | Add +5.2% | 13,907 | $1.6M |
| First National Bank of Omaha | 0.05% | Reduce -0.1% | 14,189 | $1.6M |
| AQR Capital Management | 0.00% | Add +4.8% | 13,845 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.33% | Reduce -2.7% | 13,812 | $1.6M |
| Klingenstein Fields & Co. LP | 0.06% | No change | 13,758 | $1.6M |
| Tobias Financial Advisors, Inc. | 0.23% | Reduce -0.1% | 13,743 | $1.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.54% | Add +1.3% | 12,417 | $1.6M |
| Soltis Investment Advisors LLC | 0.10% | Reduce -26.5% | 13,473 | $1.6M |
| King Wealth Management Group | 0.20% | Reduce -3.2% | 13,436 | $1.6M |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.22% | No change | 13,326 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.04% | New | 13,245 | $1.6M |
| First Hawaiian Bank | 0.21% | Reduce -1.7% | 12,816 | $1.5M |
| Hudson Oak Wealth Advisory LLC | 1.31% | No change | 12,751 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.9% | 12,548 | $1.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Reduce -7.0% | 12,482 | $1.5M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 12,355 | $1.5M |
| American Investment Services, Inc. | 0.33% | Reduce -2.7% | 12,416 | $1.5M |
| CIBC Bancorp USA Inc. | 0.00% | — | 12,143 | $1.4M |
| Elevation Wealth Partners, LLC | 0.51% | Add +0.2% | 12,078 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -0.7% | 12,052 | $1.4M |
| BlackRock, Inc. | 0.00% | Reduce -24.3% | 11,955 | $1.4M |
| FAS Wealth Partners, Inc. | 0.09% | Add +0.1% | 11,826 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Add +383.6% | 11,784 | $1.4M |
| Operose Advisors LLC | 0.32% | Add +0.1% | 11,643 | $1.4M |
| Vise Technologies, Inc. | 0.03% | No change | 12,111 | $1.4M |
| Simon Quick Advisors, LLC | 0.06% | No change | 11,414 | $1.4M |
| Lansing Street Advisors | 0.34% | Reduce -2.4% | 11,232 | $1.3M |
| Hazlett, Burt & Watson, Inc. | 0.41% | Add +13.3% | 11,099 | $1.3M |
| Bragg Financial Advisors, Inc | 0.04% | No change | 11,058 | $1.3M |
| MCF Advisors LLC | 0.06% | Add +0.0% | 10,940 | $1.3M |
| Roman Butler Fullerton & Co. | 0.35% | Reduce -51.8% | 10,478 | $1.3M |
| Versant Capital Management, Inc | 0.12% | No change | 10,686 | $1.3M |
| Tompkins Financial Corp. | 0.10% | Reduce -3.6% | 10,649 | $1.3M |
| Buck Wealth Strategies, LLC | 0.16% | New | 10,625 | $1.3M |
| Compound Planning, Inc. | 0.04% | Reduce -8.2% | 10,584 | $1.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 10,490 | $1.2M |
| Marin Bay Wealth Advisors, LLC | 0.74% | New | 81,769 | $1.2M |
| Arax Advisory Partners | 0.03% | Add +159.7% | 10,385 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.1% | 10,749 | $1.2M |
| Planning Alternatives Ltd. | 0.16% | No change | 10,251 | $1.2M |
| Intergy Private Wealth, LLC | 0.35% | Reduce -1.4% | 10,172 | $1.2M |
| Independent Family Office, LLC | 0.49% | No change | 10,080 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -1.8% | 10,075 | $1.2M |
| 3Chopt Investment Partners, LLC | 0.27% | No change | 10,069 | $1.2M |
| Thompson Investment Management, Inc. | 0.15% | Add +4.2% | 9,825 | $1.2M |
| Keenan, LLC | 0.98% | Reduce -39.8% | 9,824 | $1.2M |
| American National Bank & Trust | 0.11% | No change | 9,800 | $1.2M |
| Bangor Savings Bank | 0.09% | No change | 9,799 | $1.2M |
| Squire Investment Management Company, LLC | 0.32% | No change | 9,761 | $1.2M |
| Pacific Financial Group Inc. | 0.62% | Add +8.6% | 9,683 | $1.1M |
| Choreo, LLC | 0.01% | Add +9.1% | 9,672 | $1.1M |
| Campion Asset Management | 0.78% | Reduce -1.3% | 9,659 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.13% | No change | 9,354 | $1.1M |
| Regal Investment Advisors LLC | 0.06% | Add +3.0% | 9,196 | $1.1M |
| Crestwood Advisors Group, LLC | 0.02% | Add +0.0% | 9,154 | $1.1M |
| Peregrine Asset Advisers, Inc. | 0.29% | Reduce -0.2% | 9,074 | $1.1M |
| Claro Advisors Inc. | 0.13% | Add +2.1% | 8,998 | $1.1M |
| TD Private Client Wealth LLC | 0.02% | Add +1.6% | 8,992 | $1.1M |
| Wealth Management Partners, LLC | 0.30% | Reduce -2.5% | 8,960 | $1.1M |
| Bruce G. Allen Investments, LLC | 0.69% | Add +0.1% | 8,957 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -1.3% | 8,866 | $1.1M |
| Nalls Sherbakoff Group, LLC | 0.77% | Add +0.1% | 8,810 | $1.0M |
| Commerce Bank | 0.01% | Add +17.4% | 8,775 | $1.0M |
| VAUGHAN & Co SECURITIES, INC. | 0.53% | No change | 8,581 | $1.0M |
| Powerhouse Assets LLC | 0.88% | Reduce -4.3% | 8,532 | $1.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.17% | Add +3.2% | 8,525 | $1.0M |
| Ramiah Investment Group | 0.88% | Reduce -70.0% | 8,521 | $1.0M |
| Christensen, King & Associates Investment Services, Inc. | 0.43% | Add +3.9% | 8,519 | $1.0M |
| Axis Wealth Partners, LLC | 0.53% | No change | 8,454 | $1.0M |
| Valpey Financial Services, LLC | 0.65% | Reduce -11.2% | 8,376 | $992K |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 8,237 | $976K |
| Morris Financial Concepts, Inc. | 0.33% | Reduce -7.0% | 8,233 | $975K |
| Everest Private Wealth | 0.49% | No change | 8,216 | $973K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -1.0% | 8,117 | $961K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.9% | 8,098 | $959K |
| Blair William & Co. | 0.00% | Reduce -1.5% | 8,095 | $959K |
| Dumont & Blake Investment Advisors LLC | 0.23% | Reduce -4.6% | 7,914 | $937K |
| High Net Worth Advisory Group LLC | 0.22% | No change | 7,900 | $936K |
| Main Street Financial Solutions, LLC | 0.07% | Add +5.5% | 7,880 | $933K |
| Sepio Capital, LP | 0.05% | No change | 7,841 | $929K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Add +0.1% | 7,840 | $929K |
| Wedmont Private Capital | 0.03% | Reduce -7.9% | 7,530 | $921K |
| Cahill Financial Advisors Inc. | 0.10% | Reduce -1.0% | 7,738 | $917K |
| Brighton Jones LLC | 0.02% | New | 7,718 | $914K |
| Argent Trust Co | 0.03% | Reduce -8.3% | 7,685 | $910K |
| Newton One Investments LLC | 0.25% | Add +25.0% | 7,682 | $910K |
| Evoke Wealth, LLC | 0.02% | Reduce -0.2% | 7,602 | $901K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.8% | 7,580 | $898K |
| Parkside Financial Bank & Trust | 0.07% | Reduce -13.9% | 7,552 | $895K |
| Quarry Hill Advisors, LLC | 0.36% | No change | 6,890 | $878K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -23.5% | 7,397 | $876K |
| Financial Partners Group, Inc | 0.10% | Add +0.1% | 7,367 | $873K |
| Aft, Forsyth & Company, Inc. | 0.41% | Add +0.1% | 7,324 | $868K |
| Harbor Investment Advisory, LLC | 0.07% | No change | 7,311 | $866K |
| Financial Strategies Group, Inc. | 0.14% | Reduce -1.7% | 6,587 | $850K |
| Principal Securities, Inc. | 0.01% | Add +8.9% | 7,134 | $845K |
| OneDigital Investment Advisors LLC | 0.01% | Add +8.1% | 7,121 | $844K |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.1% | 7,116 | $843K |
| Vickerman Investment Advisors, Inc. | 0.18% | Reduce -4.2% | 7,076 | $838K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +363.3% | 7,046 | $835K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -18.1% | 7,014 | $831K |
| Destiny Capital Corp | 0.44% | Add +2.1% | 7,005 | $830K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -3.5% | 6,998 | $829K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.8% | 6,956 | $824K |
| Sherman Wealth Management LLC | 0.70% | Add +0.2% | 6,918 | $819K |
| Serenity Investment Advisors | 0.38% | Add +1.3% | 6,312 | $817K |
| Diversified Management Inc. | 0.14% | Add +0.2% | 6,876 | $814K |
| Hancock Whitney Corp. | 0.01% | Reduce -51.7% | 6,322 | $814K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 6,871 | $814K |
| Allstreet Capital Advisors LLC | 0.59% | Reduce -9.0% | 6,778 | $803K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.3% | 6,764 | $801K |
| CM Wealth Advisors LLC | 0.17% | No change | 6,594 | $781K |
| Callan Family Office, LLC | 0.02% | Add +109.5% | 6,582 | $780K |
| Patton Albertson Miller Group, LLC | 0.09% | Add +9.4% | 6,552 | $776K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -3.5% | 6,473 | $767K |
| Mystic Asset Management, Inc. | 0.18% | Reduce -1.1% | 6,470 | $766K |
| Sprinkle Financial Consultants LLC | 0.35% | Add +0.2% | 6,444 | $763K |
| SCS Capital Management LLC | 0.01% | Add +1.6% | 6,423 | $761K |
| TAGStone Capital, Inc. | 0.27% | Add +0.2% | 6,382 | $756K |
| Kendall Capital Management | 0.15% | No change | 6,271 | $743K |
| Heritage Wealth Advisors | 0.03% | No change | 6,270 | $743K |
| Clearstead Advisors, LLC | 0.01% | Add +0.0% | 6,268 | $742K |
| Cyndeo Wealth Partners, LLC | 0.04% | No change | 6,246 | $740K |
| Forum Private Client Group LLC | 0.25% | Reduce -11.3% | 6,243 | $739K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.3% | 6,227 | $738K |
| TrinityBridge Ltd | 0.02% | No change | 6,201 | $734K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 6,124 | $725K |
| Anchor Investment Management, LLC | 0.06% | No change | 6,114 | $724K |
| Center for Financial Planning, Inc. | 0.08% | No change | 6,102 | $723K |
| Johnson Investment Counsel Inc. | 0.01% | Add +6.6% | 6,047 | $716K |
| Spire Wealth Management | 0.02% | Reduce -0.3% | 6,041 | $716K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.1% | 6,020 | $713K |
| Colonial Trust Co / SC | 0.10% | No change | 6,000 | $711K |
| Greenspring Advisors, LLC | 0.04% | No change | 5,993 | $710K |
| Financial Alternatives, Inc | 0.38% | No change | 5,970 | $707K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Reduce -4.3% | 5,960 | $706K |
| Busey Bank | 0.02% | No change | 5,947 | $704K |
| Capital Analysts, LLC | 0.02% | Reduce -24.2% | 5,916 | $702K |
| Frankly Finances, LLC | 0.63% | No change | 5,889 | $698K |
| Creative Financial Designs Inc. | 0.04% | Reduce -1.6% | 5,820 | $689K |
| Beaird Harris Wealth Management, LLC | 0.05% | Reduce -1.2% | 5,797 | $687K |
| Hyundai Investments Co., Ltd. | 0.76% | Reduce -19.8% | 5,855 | $679K |
| Crusonia Wealth Advisors LLC | 0.14% | No change | 5,699 | $675K |
| WJ Financial Advisors LLC | 0.54% | Add +0.7% | 5,657 | $670K |
| Atlas Capital Advisors Inc. | 0.08% | No change | 5,601 | $663K |
| Cozad Asset Management Inc. | 0.05% | Add +0.0% | 5,600 | $663K |
| Sachem Hill LLC | 0.13% | No change | 5,595 | $663K |
| Meredith Wealth Planning | 0.18% | Reduce -0.8% | 5,591 | $662K |
| Sage Financial Group Inc. | 0.04% | No change | 5,526 | $655K |
| Founders Grove Wealth Partners, LLC | 0.15% | Reduce -1.4% | 5,497 | $651K |
| Next Capital Management LLC | 0.20% | Add +70.2% | 5,496 | $651K |
| SageView Advisory Group, LLC | 0.02% | Add +11.3% | 5,484 | $650K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -2.0% | 5,471 | $648K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -6.0% | 5,450 | $645K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -6.1% | 5,353 | $634K |
| Composition Wealth, LLC | 0.01% | Reduce -3.8% | 5,340 | $633K |
| Finley Financial, LLC | 0.30% | No change | 5,340 | $633K |
| Vestia Personal Wealth Advisors | 0.30% | Reduce -0.8% | 5,325 | $630K |
| Northwest Wealth Management, LLC | 0.09% | Add +0.1% | 5,310 | $629K |
| D.A. Davidson & Co. | 0.00% | Reduce -55.6% | 5,302 | $628K |
| Awm Capital, LLC | 0.06% | No change | 5,266 | $624K |
| Market Street Wealth Management Advisors LLC | 0.10% | Reduce -0.3% | 5,170 | $612K |
| Nikulski Financial, Inc. | 0.15% | Reduce -1.1% | 5,155 | $611K |
| Hubbell Strickland Wealth Management, LLC | 0.24% | Reduce -0.5% | 5,152 | $610K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +1.1% | 5,105 | $605K |
| TCFG Wealth Management, LLC | 0.23% | Add +29.1% | 5,087 | $604K |
| TCFG Investment Advisors, LLC | 0.23% | — | 5,087 | $604K |
| Fifth Third Securities, Inc. | 0.04% | Add +3.7% | 5,102 | $604K |
| Stephens Inc. | 0.01% | Reduce -0.9% | 5,095 | $603K |
| JNBA Financial Advisors | 0.05% | Reduce -9.4% | 5,061 | $599K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +0.1% | 5,045 | $598K |
| Vista Capital Partners, Inc. | 0.06% | Reduce -7.5% | 5,034 | $596K |
| Richwood Investment Advisors, LLC | 0.46% | No change | 5,005 | $593K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +33.6% | 4,987 | $591K |
| Equitable Trust Co. | 0.03% | No change | 4,896 | $580K |
| Thayer Partners, LLC / MA | 0.27% | No change | 4,846 | $574K |
| First Horizon Corp. | 0.02% | Reduce -0.3% | 4,839 | $573K |
| Cypress Financial Planning LLC | 0.16% | No change | 4,772 | $565K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -80.1% | 4,752 | $563K |
| Breakwater Capital Group | 0.08% | Add +3.3% | 4,739 | $561K |
| Webster Bank, N. A. | 0.05% | Add +162.2% | 4,659 | $552K |
| Barrett & Company, Inc. | 0.19% | Reduce -6.0% | 4,654 | $551K |
| JSF Financial, LLC | 0.11% | Add +0.2% | 4,640 | $550K |
| Kraft, Davis & Associates, LLC | 0.12% | Reduce -16.2% | 4,221 | $546K |
| Beckerman Institutional, LLC | 0.29% | No change | 4,568 | $541K |
| Cambridge Capital Management, LLC | 0.23% | Add +0.1% | 4,525 | $536K |
| BCS Private Wealth Management, Inc. | 0.16% | Add +78.8% | 4,523 | $536K |
| Cottage Street Advisors LLC | 0.23% | Reduce -0.0% | 4,513 | $535K |
| Essex Financial Services, Inc. | 0.03% | Add +8.4% | 4,512 | $534K |
| Savvy Advisors, Inc. | 0.01% | Add +21.1% | 4,510 | $534K |
| Key Financial Inc | 0.09% | No change | 4,484 | $531K |
| Money Concepts Capital Corp. | 0.03% | New | 4,469 | $529K |
| Uptown Financial Advisors LLC | 0.42% | Add +1.9% | 4,371 | $518K |
| Penobscot Wealth Management | 0.15% | Add +0.2% | 4,348 | $515K |
| First Financial Bank - Trust Division | 0.04% | No change | 4,336 | $514K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -5.3% | 4,317 | $511K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 4,300 | $509K |
| Renaissance Technologies | 0.00% | New | 4,300 | $509K |
| Trail Ridge Investment Advisors, LLC | 0.22% | Reduce -2.1% | 4,253 | $504K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 4,243 | $503K |
| Index Fund Advisors, Inc. | 0.02% | Add +0.2% | 4,202 | $498K |
| Transcend Capital Advisors, LLC | 0.04% | Add +14.2% | 4,160 | $493K |
| Jane Street Group, LLC | 0.00% | New | 4,153 | $492K |
| SkyOak Wealth, LLC | 0.09% | No change | 4,136 | $490K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -7.3% | 4,125 | $489K |
| GW Henssler & Associates Ltd. | 0.02% | Reduce -96.9% | 4,118 | $488K |
| Painted Porch Advisors LLC | 0.23% | Add +95.1% | 4,105 | $486K |
| Retirement Planning Co of New England, Inc. | 0.20% | Reduce -4.7% | 4,058 | $481K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -2.1% | 4,054 | $480K |
| Juncture Wealth Strategies, LLC | 0.16% | Reduce -9.8% | 4,047 | $479K |
| PW Nova Financial Services LLC | 0.13% | Add +17.3% | 3,988 | $472K |
| NorthLanding Financial Partners, LLC | 0.38% | Add +0.1% | 3,962 | $469K |
| Valley National Advisers Inc. | 0.06% | No change | 3,962 | $469K |
| Summit Financial Wealth Advisors, LLC | 0.07% | Reduce -18.2% | 3,914 | $464K |
| Old National Bancorp | 0.01% | No change | 3,845 | $455K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 3,842 | $455K |
| Certuity, LLC | 0.03% | Reduce -11.9% | 3,839 | $455K |
| Breachway Investments LLC | 0.43% | Reduce -2.1% | 3,812 | $452K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | No change | 3,806 | $451K |
| Roberts Financial Services LLC | 0.14% | Reduce -18.3% | 3,794 | $449K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -1.9% | 3,767 | $446K |
| LJI Wealth Management, LLC | 0.07% | No change | 3,734 | $442K |
| Bfsg, LLC | 0.04% | No change | 3,725 | $441K |
| Dakota Wealth Management | 0.01% | Add +0.2% | 3,724 | $441K |
| Maple Capital Management, Inc. | 0.03% | No change | 3,695 | $438K |
| Focused Alpha, LLC | 0.13% | Add +88.6% | 3,679 | $436K |
| Clark Capital Management Group, Inc. | 0.00% | Add +3.0% | 3,679 | $436K |
| Blackston Financial Advisory Group, LLC | 0.27% | Reduce -18.3% | 3,629 | $430K |
| Sage Capital Management, LLC | 0.20% | Add +0.1% | 3,606 | $427K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,595 | $426K |
| Park Place Capital Corp | 0.09% | Reduce -44.2% | 3,588 | $425K |
| Mayport, LLC | 0.08% | Add +0.0% | 3,579 | $424K |
| HBE Wealth Management, LLC | 0.37% | No change | 3,563 | $422K |
| Conning Inc. | 0.01% | Reduce -5.6% | 3,559 | $422K |
| Whittier Trust Co. | 0.00% | No change | 3,510 | $420K |
| Fulton Bank, N.A. | 0.01% | No change | 3,518 | $417K |
| Focus Financial Network, Inc. | 0.01% | Reduce -11.3% | 3,496 | $414K |
| Altiora Financial Group, LLC | 0.07% | No change | 3,466 | $411K |
| Tactive Advisors, LLC | 0.12% | Reduce -1.1% | 3,458 | $410K |
| Pacific Sun Financial Corp | 0.20% | Add +1.8% | 3,455 | $409K |
| Leo Wealth, LLC | 0.03% | Add +0.2% | 3,429 | $406K |
| Cim, LLC | 0.06% | Add +35.8% | 3,341 | $396K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +0.4% | 3,323 | $394K |
| New Republic Capital, LLC | 0.13% | Add +0.2% | 3,308 | $392K |
| SYM FINANCIAL Corp | 0.04% | No change | 3,258 | $386K |
| Shoker Investment Counsel, Inc. | 0.11% | Reduce -2.1% | 3,246 | $384K |
| Montecito Bank & Trust | 0.06% | No change | 3,225 | $382K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -2.9% | 3,213 | $381K |
| Summit Global Investments | 0.02% | Add +2.6% | 3,164 | $375K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 3,142 | $372K |
| Element Wealth, LLC | 0.15% | Add +0.1% | 3,134 | $371K |
| Thryve Wealth Management LLC | 0.25% | Reduce -4.4% | 3,126 | $370K |
| Lifestyle Asset Management, Inc. | 0.12% | New | 3,126 | $370K |
| Wealth Dimensions Group, Ltd. | 0.07% | Reduce -6.2% | 3,116 | $369K |
| Lester Murray Antman dba SimplyRich | 0.09% | No change | 3,102 | $367K |
| TrueWealth Advisors, LLC | 0.09% | Add +0.1% | 3,060 | $362K |
| SouthState Bank Corp | 0.02% | Add +0.1% | 3,036 | $360K |
| Stonebridge Financial Group, LLC / MO | 0.30% | Add +0.1% | 3,032 | $359K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 3,027 | $359K |
| Genesis Private Wealth, LLC | 0.11% | No change | 3,016 | $357K |
| Renasant Bank | 0.25% | Reduce -47.1% | 3,000 | $355K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -12.2% | 2,994 | $355K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 2,945 | $349K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 2,944 | $349K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.8% | 2,936 | $348K |
| Brand Asset Management Group, Inc. | 0.09% | New | 2,934 | $348K |
| Diversified Trust Co. | 0.01% | Add +8.6% | 2,930 | $347K |
| Aegis Wealth Management LLC | 0.20% | No change | 2,925 | $346K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.5% | 2,918 | $346K |
| Pension & Wealth Management Advisors, Inc. | 0.10% | No change | 2,917 | $346K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -1.3% | 2,909 | $345K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -20.4% | 2,888 | $342K |
| Compass Ion Advisors, LLC | 0.03% | Add +0.0% | 2,878 | $341K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -8.3% | 2,861 | $339K |
| Confluence Wealth Services, Inc. | 0.01% | Add +0.0% | 2,822 | $334K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -3.6% | 2,814 | $333K |
| Meramec Financial Planners, LLC | 0.13% | Reduce -2.9% | 2,587 | $332K |
| Neuberger Berman Group LLC | 0.00% | Add +33.1% | 2,792 | $331K |
| Greenup Street Wealth Management LLC | 0.05% | Add +22.9% | 2,789 | $330K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,788 | $330K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -38.0% | 2,777 | $329K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +46.7% | 2,742 | $325K |
| Compass Financial Group, Inc. (Ohio) | 0.24% | No change | 2,722 | $322K |
| Willner & Heller, LLC | 0.24% | Reduce -6.8% | 2,719 | $322K |
| Fisher Asset Management | 0.00% | New | 2,713 | $321K |
| Warner Financial, Inc. | 0.11% | Add +0.1% | 2,712 | $321K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -5.8% | 2,700 | $320K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -11.7% | 2,698 | $320K |
| Smart Portfolios, LLC | 0.32% | Reduce -5.0% | 2,692 | $319K |
| NorthRock Partners, LLC | 0.01% | Reduce -7.6% | 2,655 | $315K |
| Dynamic Financial Group | 0.26% | No change | 2,645 | $313K |
| Laurel Oak Wealth Management, LLC | 0.05% | Add +48.0% | 2,606 | $309K |
| Hardin Capital Partners, LLC | 0.14% | Add +5.7% | 2,593 | $307K |
| Saxon Interests, Inc. | 0.11% | No change | 2,589 | $307K |
| Cornerstone Planning, LLC | 0.07% | Reduce -4.5% | 2,578 | $305K |
| Mechanics Financial Corp | 0.13% | No change | 2,576 | $305K |
| Sterling Wealth Management, Inc. | 0.08% | Add +0.0% | 2,567 | $304K |
| Blue Trust, Inc. | 0.00% | Reduce -26.9% | 2,566 | $304K |
| Victory Financial Group, LLC | 0.04% | Reduce -3.9% | 2,566 | $304K |
| Green Ridge Wealth Planning LLC | 0.16% | No change | 2,554 | $303K |
| Avion Wealth | 0.06% | Reduce -5.8% | 2,552 | $302K |
| Atlantic Edge Private Wealth Management, LLC | 0.07% | No change | 2,540 | $301K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 2,520 | $299K |
| Childress Capital Advisors, LLC | 0.05% | New | 2,501 | $296K |
| Smith Salley Wealth Management | 0.01% | Reduce -6.6% | 2,501 | $296K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | No change | 2,498 | $296K |
| Moors & Cabot, Inc. | 0.01% | Reduce -4.8% | 2,482 | $294K |
| Sei Investments Co. | 0.00% | Add +34.9% | 2,480 | $294K |
| Vicus Capital | 0.02% | Reduce -12.6% | 2,477 | $293K |
| Pinnacle Financial Group, LLC / IL | 0.08% | Add +0.1% | 2,470 | $293K |
| Prelude Capital Management, LLC | 0.02% | New | 2,450 | $290K |
| Venture Visionary Partners LLC | 0.01% | Add +0.0% | 2,449 | $290K |
| Citadel Advisors | 0.00% | No change | 2,445 | $290K |
| Blue Bell Private Wealth Management, LLC | 0.04% | No change | 2,440 | $289K |
| BNP Paribas Financial Markets | 0.00% | Add +3.2% | 2,428 | $288K |
| Vann Equity Management LLC | 0.20% | — | 2,426 | $287K |
| Krilogy Financial LLC | 0.01% | Reduce -9.2% | 2,289 | $286K |
| Silverlake Wealth Management LLC | 0.06% | Add +0.0% | 2,417 | $286K |
| Gen-Wealth Partners Inc | 0.09% | Reduce -1.4% | 2,401 | $284K |
| Guardian Financial Partners, LLC | 0.12% | Add +0.1% | 2,398 | $284K |
| Wagner Wealth Management, Corp | 0.25% | New | 2,394 | $284K |
| Bensler, LLC | 0.03% | No change | 2,354 | $279K |
| Sound Income Strategies, LLC | 0.01% | Reduce -18.6% | 2,337 | $277K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,330 | $276K |
| Vines Capital Management, LLC | 0.27% | No change | 2,308 | $273K |
| Morton Brown Family Wealth, LLC | 0.07% | No change | 2,304 | $273K |
| KPP Advisory Services LLC | 0.04% | Reduce -9.8% | 2,301 | $273K |
| Panoramic Investment Advisors, LLC | 0.15% | Add +12.2% | 2,295 | $272K |
| Marco Investment Management LLC | 0.02% | No change | 2,292 | $271K |
| Mullaney, Keating & Wright, Inc. | 0.15% | Reduce -1.9% | 2,286 | $271K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +0.0% | 2,273 | $269K |
| Keener Financial Planning LLC | 0.11% | No change | 2,257 | $267K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,250 | $267K |
| Foster & Motley Inc. | 0.01% | No change | 2,238 | $265K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 2,235 | $265K |
| Founders Financial Securities LLC | 0.01% | Reduce -8.2% | 2,121 | $261K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 2,205 | $261K |
| Peak Asset Management, LLC | 0.05% | No change | 2,200 | $261K |
| Towerpoint Wealth, LLC | 0.10% | Add +0.2% | 2,169 | $257K |
| IFG Advisors, LLC | 0.04% | Add +9.2% | 2,165 | $256K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -12.1% | 2,164 | $256K |
| BDFS Capital LLC | 0.12% | Reduce -1.1% | 2,164 | $256K |
| Signature Equity Partners, LLC | 0.14% | Reduce -8.4% | 2,150 | $255K |
| Guidance Point Advisors, LLC | 0.06% | Add +0.3% | 2,129 | $253K |
| Integrated Investment Consultants, LLC | 0.05% | Reduce -10.7% | 2,118 | $251K |
| Proactive Wealth Strategies LLC | 0.05% | New | 2,118 | $251K |
| Life Planning Partners, Inc | 0.19% | No change | 2,114 | $250K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -12.9% | 2,113 | $250K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 2,112 | $250K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,100 | $249K |
| Wealth Quarterback LLC | 0.10% | Add +0.1% | 2,091 | $248K |
| Fiduciary Advisors, Inc. | 0.18% | Reduce -50.5% | 2,059 | $244K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.2% | 2,052 | $243K |
| Sunbelt Securities, Inc. | 0.02% | Add +27.3% | 2,049 | $243K |
| Financial Perspectives, Inc | 0.07% | Reduce -15.5% | 2,043 | $242K |
| Curi Capital, LLC | 0.00% | Add +0.1% | 2,037 | $241K |
| Vawter Financial, Ltd. | 0.10% | No change | 2,020 | $239K |
| Gateway Wealth Partners, LLC | 0.01% | New | 2,014 | $239K |
| Ashton Thomas Securities, LLC | 0.03% | New | 2,006 | $238K |
| Facet Wealth, Inc. | 0.00% | Reduce -17.2% | 2,006 | $238K |
| Sims Investment Management, LLC | 0.09% | Reduce -12.2% | 2,003 | $238K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -0.9% | 2,005 | $238K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,000 | $237K |
| Jeppson Wealth Management, LLC | 0.07% | No change | 2,000 | $237K |
| Capital Advisors Inc. | 0.00% | New | 2,000 | $237K |
| Atwater Malick LLC | 0.06% | New | 1,999 | $237K |
| Camelot Technology Advisors, Inc. | 0.17% | Add +0.1% | 1,998 | $237K |
| Benningfield Financial Advisors, LLC | 0.18% | No change | 1,965 | $233K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 1,950 | $231K |
| Inlight Wealth Management, LLC | 0.09% | Reduce -45.0% | 1,940 | $230K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -7.0% | 1,929 | $228K |
| Trust Co of the South | 0.04% | No change | 1,920 | $227K |
| Foundation Wealth Management, LLC\PA | 0.08% | No change | 1,911 | $226K |
| Wick Capital Partners, LLC | 0.04% | No change | 1,910 | $226K |
| Brookstone Capital Management | 0.00% | New | 1,899 | $225K |
| Aptus Capital Advisors, LLC | 0.00% | Add +29.9% | 1,890 | $224K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.2% | 1,888 | $224K |
| Weil Company, Inc. | 0.05% | Add +0.1% | 1,853 | $219K |
| Allen Investment Management, LLC | 0.00% | No change | 1,836 | $217K |
| Optimist Retirement Group LLC | 0.10% | Add +0.2% | 1,834 | $217K |
| Sagespring Wealth Partners, LLC | 0.00% | No change | 1,830 | $217K |
| Sharper & Granite LLC | 0.07% | No change | 1,827 | $216K |
| Fortune Financial Advisors, LLC | 0.11% | Add +1.4% | 1,825 | $216K |
| Enclave Advisors LLC | 0.03% | Reduce -17.3% | 1,807 | $214K |
| Joseph P. Lucia & Associates, LLC | 0.08% | No change | 1,804 | $214K |
| Ascentis Independent Advisors | 0.02% | New | 1,797 | $213K |
| Regatta Capital Group, LLC | 0.03% | No change | 1,795 | $213K |
| Boston Family Office LLC | 0.01% | Reduce -7.2% | 1,791 | $212K |
| Bessemer Group Inc. | 0.00% | Reduce -63.4% | 1,788 | $212K |
| Corepath Wealth Partners LLC | 0.14% | Reduce -5.6% | 1,728 | $211K |
| Brandywine Oak Private Wealth LLC | 0.02% | Add +0.2% | 1,779 | $211K |
| WealthPlan Investment Management, LLC | 0.01% | New | 1,777 | $210K |
| Quantum Financial Advisors, LLC | 0.02% | New | 1,750 | $207K |
| NBT Bank, N.A. | 0.01% | Add +31.5% | 1,739 | $206K |
| Destiny Wealth Partners, LLC | 0.02% | No change | 1,727 | $205K |
| Benchmark Investment Advisors LLC | 0.12% | — | 1,722 | $204K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,716 | $203K |
| Garde Capital, Inc. | 0.01% | New | 1,715 | $203K |
| Kathmere Capital Management, LLC | 0.01% | New | 1,711 | $203K |
| GWN Securities Inc. | 0.04% | New | 1,707 | $202K |
| Allegheny Financial Group | 0.03% | New | 1,704 | $202K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -6.3% | 1,693 | $201K |
| Landmark Wealth Management, LLC | 0.05% | New | 1,691 | $200K |
| MV Capital Management, Inc. | 0.02% | Reduce -6.3% | 1,684 | $199K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,660 | $197K |
| CGC Financial Services, LLC | 0.05% | Add +0.6% | 1,604 | $190K |
| Matrix Private Capital Group LLC | 0.09% | No change | 1,547 | $183K |
| Arcadia Investment Advisors LLC | 0.09% | No change | 1,538 | $182K |
| Insight Inv LLC | 0.10% | Reduce -2.3% | 1,537 | $182K |
| VSM Wealth Advisory, LLC | 0.05% | Add +0.1% | 1,537 | $182K |
| Winthrop Capital Management, LLC | 0.05% | No change | 1,525 | $181K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,522 | $180K |
| HighMark Wealth Management LLC | 0.07% | Add +0.2% | 1,506 | $178K |
| National Bank of Canada | 0.00% | Reduce -22.3% | 1,500 | $178K |
| Synergy Investment Management, LLC | 0.06% | New | 1,456 | $172K |
| Dogwood Wealth Management LLC | 0.07% | Add +0.1% | 1,455 | $172K |
| Coastline Trust Co | 0.02% | Add +14.6% | 1,417 | $168K |
| Montag A & Associates Inc. | 0.01% | No change | 1,417 | $168K |
| Westside Investment Management, Inc. | 0.02% | Add +10.8% | 1,349 | $160K |
| Oakworth Capital, Inc. | 0.01% | Reduce -0.7% | 1,314 | $156K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -55.8% | 1,284 | $152K |
| Archer Investment Corp | 0.03% | Reduce -23.4% | 1,283 | $152K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,271 | $151K |
| Copia Wealth Management | 0.10% | No change | 1,255 | $149K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,254 | $149K |
| Hollencrest Capital Management | 0.01% | No change | 1,250 | $148K |
| Financial Life Planners | 0.11% | New | 1,249 | $148K |
| HM Payson & Co. | 0.00% | No change | 1,248 | $148K |
| Private Trust Co. NA | 0.01% | No change | 1,209 | $143K |
| Harbor Asset Planning, Inc. | 0.12% | Add +0.3% | 1,195 | $141K |
| Evergreen Private Wealth LLC | 0.06% | Add +1.2% | 1,187 | $141K |
| Longview Financial Advisors LLC | 0.08% | No change | 1,173 | $139K |
| Ancora Advisors LLC | 0.00% | No change | 1,140 | $135K |
| SHP Wealth Management | 0.01% | No change | 1,118 | $132K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -42.4% | 1,115 | $132K |
| Global Trust Asset Management, LLC | 0.05% | No change | 1,059 | $125K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,057 | $125K |
| Cordant, Inc. | 0.05% | No change | 984 | $117K |
| Walsh & Associates, LLC | 0.11% | No change | 975 | $115K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 972 | $115K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 923 | $109K |
| Arlington Trust Co LLC | 0.01% | No change | 915 | $108K |
| Smartleaf Asset Management LLC | 0.00% | Add +50.6% | 893 | $104K |
| Princeton Global Asset Management LLC | 0.02% | No change | 829 | $98K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +4.0% | 829 | $98K |
| Tidemark, LLC | 0.02% | No change | 820 | $97K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -1.2% | 820 | $97K |
| Hilton Head Capital Partners, LLC | 0.05% | Add +0.1% | 818 | $97K |
| Orion Capital Management LLC | 0.03% | No change | 804 | $95K |
| Biltmore Family Office, LLC | 0.01% | No change | 800 | $95K |
| GAMMA Investing LLC | 0.00% | Add +28.4% | 796 | $94K |
| Hilltop National Bank | 0.02% | No change | 780 | $92K |
| Tiaa Trust, National Association | 0.01% | Reduce -93.5% | 740 | $88K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 694 | $82K |
| Smithfield Trust Co | 0.00% | Reduce -7.0% | 668 | $80K |
| Country Trust Bank | 0.00% | No change | 659 | $78K |
| Rothschild Investment LLC | 0.00% | No change | 644 | $76K |
| Owl Creek Wealth Partners LLC | 0.03% | — | 625 | $74K |
| Kings Path Partners LLC | 0.02% | No change | 608 | $72K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -74.7% | 574 | $68K |
| Measured Wealth Private Client Group, LLC | 0.02% | Reduce -8.8% | 562 | $67K |
| CENTRAL TRUST Co | 0.00% | No change | 559 | $66K |
| Vanguard National Trust Co | 0.00% | — | 558 | $66K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 550 | $65K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -8.6% | 544 | $64K |
| Strategic Advisory Partners, LLC | 0.05% | New | 543 | $64K |
| Powell Investment Advisors, LLC | 0.02% | No change | 533 | $63K |
| Topsail Wealth Management, LLC | 0.01% | No change | 532 | $63K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 526 | $62K |
| Napier Financial, LLC | 0.01% | New | 500 | $59K |
| Quarry LP | 0.01% | New | 500 | $59K |
| Granite Investment Partners, LLC | 0.00% | Add +0.2% | 481 | $57K |
| Colonial Trust Advisors | 0.00% | No change | 476 | $56K |
| Seneschal Advisors, LLC | 0.04% | Reduce -5.2% | 459 | $54K |
| International Assets Investment Management, LLC | 0.00% | Reduce -14.4% | 452 | $54K |
| Front Row Advisors LLC | 0.02% | No change | 450 | $53K |
| Grove Bank & Trust | 0.01% | No change | 450 | $53K |
| Robinswood Financial LLC | 0.02% | Add +0.2% | 431 | $51K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +22.4% | 431 | $51K |
| Barclays PLC | 0.00% | New | 430 | $51K |
| Essential Partners LLC | 0.02% | No change | 424 | $50K |
| Rossby Financial, LCC | 0.01% | New | 415 | $49K |
| True Link Financial Advisors, LLC | 0.00% | New | 410 | $49K |
| Longview Financial Advisors, Inc. | 0.03% | New | 407 | $48K |
| Pacific Center for Financial Services | 0.01% | No change | 400 | $47K |
| Millstone Evans Group, LLC | 0.03% | No change | 388 | $46K |
| Sankala Group LLC | 0.04% | No change | 385 | $45K |
| Abound Wealth Management | 0.01% | No change | 380 | $45K |
| Sage Mountain Advisors LLC | 0.00% | No change | 377 | $45K |
| First PREMIER Bank | 0.01% | No change | 370 | $44K |
| JPL Wealth Management, LLC | 0.01% | New | 367 | $43K |
| IAG Wealth Partners, LLC | 0.00% | No change | 350 | $41K |
| Vanguard Advisers Inc. | 0.00% | — | 337 | $40K |
| SJS Investment Consulting Inc. | 0.00% | No change | 332 | $39K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 320 | $38K |
| Independence Bank of Kentucky | 0.00% | No change | 318 | $38K |
| Fortis Group Advisors, LLC | 0.01% | No change | 317 | $38K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 310 | $37K |
| Caldwell Trust Co | 0.00% | No change | 305 | $36K |
| Trust Co. of Toledo NA | 0.00% | No change | 303 | $36K |
| Advisortrust Partners, LLC | 0.01% | New | 302 | $36K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 300 | $36K |
| Missouri Trust & Investment Co | 0.01% | No change | 300 | $36K |
| Evermay Wealth Management LLC | 0.00% | No change | 293 | $35K |
| Godfrey Financial Associates, Inc. | 0.03% | No change | 278 | $33K |
| Monetary Solutions, Ltd | 0.03% | No change | 276 | $33K |
| Capital Investment Counsel, Inc | 0.00% | No change | 268 | $32K |
| Rice Partnership, LLC | 0.00% | Reduce -43.2% | 267 | $32K |
| Root Financial Partners, LLC | 0.00% | No change | 267 | $32K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 250 | $30K |
| Fairman Group, LLC | 0.03% | No change | 252 | $30K |
| Deutsche Bank AG | 0.00% | Reduce -32.6% | 250 | $30K |
| Palouse Capital Management, Inc. | 0.02% | No change | 244 | $29K |
| Triumph Capital Management | 0.01% | Add +49.7% | 235 | $28K |
| Assetmark, Inc. | 0.00% | Add +138.8% | 234 | $28K |
| Cornerstone Financial Management LLC | 0.02% | No change | 227 | $27K |
| Signaturefd, LLC | 0.00% | No change | 225 | $27K |
| Bullock Wealth Management Group | 0.01% | No change | 224 | $27K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $27K |
| Merrithew & Thorsten Inc | 0.02% | No change | 221 | $26K |
| Hughes Financial Services, LLC | 0.00% | No change | 211 | $25K |
| CX Institutional | 0.00% | No change | 201 | $24K |
| Abound Financial, LLC | 0.01% | No change | 200 | $24K |
| United Financial Planning Group LLC | 0.01% | No change | 199 | $24K |
| Founders Financial Alliance, LLC | 0.00% | New | 199 | $24K |
| Register Financial Advisors LLC | 0.01% | New | 190 | $23K |
| Financial Connections Group, Inc. | 0.01% | No change | 188 | $22K |
| Noble Wealth Management PBC | 0.01% | No change | 180 | $21K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 180 | $21K |
| Corsicana & Co. | 0.01% | No change | 216 | $21K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 174 | $21K |
| Red Tortoise LLC | 0.01% | No change | 171 | $20K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 165 | $20K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 164 | $19K |
| Advocate Investing Services LLC | 0.02% | No change | 158 | $19K |
| TopTier Wealth Management, LLC | 0.01% | New | 151 | $18K |
| First United Bank & Trust | 0.01% | No change | 150 | $18K |
| Eastern Bank | 0.00% | No change | 150 | $18K |
| Tucker Asset Management LLC | 0.01% | Reduce -47.8% | 142 | $17K |
| Principia Wealth Advisory, LLC | 0.01% | No change | 139 | $16K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 128 | $15K |
| Wagner Wealth Management, LLC | 0.00% | New | 126 | $15K |
| Team Financial Group, LLC | 0.01% | No change | 125 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -26.9% | 114 | $14K |
| Pacifica Partners Inc. | 0.00% | No change | 118 | $14K |
| 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 |
| NorthAvenue LLC | 0.01% | No change | 102 | $12K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 100 | $12K |
| Towne Trust Company, N.A | 0.00% | No change | 100 | $12K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 100 | $12K |
| MTM Investment Management, LLC | 0.00% | No change | 90 | $11K |
| SIMA Wealth Partners, LLC | 0.01% | Reduce -18.4% | 89 | $11K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 84 | $10K |
| Sittner & Nelson, LLC | 0.00% | No change | 81 | $10K |
| Scarborough Advisors, LLC | 0.00% | New | 81 | $10K |
| Proffitt & Goodson Inc. | 0.00% | New | 75 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 68 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 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% | No change | 60 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 60 | $7K |
| Realta Investment Advisors | 0.00% | No change | 52 | $6K |
| Bank of New Hampshire | 0.00% | Reduce -44.7% | 52 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 52 | $6K |
| RMG Wealth Management LLC | 0.00% | Reduce -98.9% | 47 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 50 | $6K |
| Dunhill Financial, LLC | 0.00% | No change | 45 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 36 | $4K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | No change | 34 | $4K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 26 | $3K |
| Van Den Berg Management I, Inc. | 0.00% | Reduce -98.3% | 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% | No change | 24 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 22 | $3K |
| Piedmont Capital Management, LLC | 0.00% | No change | 21 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 20 | $2K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 24 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 13 | $2K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 14 | $2K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 13 | $2K |
| Systematic Financial Management LP | 0.00% | New | 8 | $894 |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 5 | $643 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 1 | $118 |
| Cambient Family Office, LLC | 0.00% | No change | 1 | $104 |
"% 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.