iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q2 2026 (June 30)888holders +36
73new positions
37sold out
4famous investors
$135.18avg. 13F price*
At the end of Q2 2026, 888 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, up 36 from Q1 2026. 73 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($434.6M), Bank of America Corp. ($433.9M) and FMR LLC ($226.7M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $251.0M |
| Exits | 37 | $46.2M |
All 13F filers, Q1 2026 → Q2 2026: 3,329,430 shares bought and 3,567,875 shares sold, net −238,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 888 holders
| Morgan Stanley | 0.02% | Reduce -0.9% | 3,179,960 | $434.6M |
| Bank of America Corp. | 0.03% | Add +0.8% | 3,174,297 | $433.9M |
| FMR LLC | 0.01% | Add +1.6% | 1,658,864 | $226.7M |
| True Freedom Investing, LLC | 17.68% | Reduce -1.8% | 1,906,412 | $225.8M |
| Wells Fargo & Company | 0.04% | Add +6.4% | 1,524,599 | $208.4M |
| Pinkerton Wealth, LLC | 16.07% | New | 1,579,899 | $187.1M |
| UBS Group AG | 0.02% | Reduce -13.4% | 946,480 | $129.4M |
| LPL Financial LLC | 0.03% | Add +0.1% | 871,179 | $119.1M |
| Prime Capital Investment Advisors, LLC | 1.00% | Reduce -2.4% | 756,315 | $103.4M |
| Modera Wealth Management, LLC | 1.02% | Reduce -2.0% | 697,547 | $95.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -3.4% | 569,424 | $77.8M |
| M&T Bank Corp | 0.22% | Reduce -2.7% | 544,152 | $74.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.8% | 533,549 | $72.9M |
| Royal Bank of Canada | 0.01% | Reduce -13.6% | 476,147 | $65.1M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -1.6% | 465,878 | $63.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -50.3% | 420,919 | $57.9M |
| Savant Capital, LLC | 0.17% | Add +187.9% | 414,318 | $57.6M |
| Raymond James Financial Inc. | 0.01% | Add +0.7% | 402,732 | $55.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -22.2% | 391,964 | $53.6M |
| Jones Financial Companies LLLP | 0.02% | Add +0.8% | 377,557 | $51.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -2.5% | 366,066 | $50.0M |
| Osaic Holdings, Inc. | 0.06% | Add +25.3% | 347,351 | $47.5M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 339,448 | $46.3M |
| Regions Financial Corp. | 0.27% | Reduce -8.3% | 336,656 | $46.0M |
| World Investment Advisors | 0.67% | Reduce -0.1% | 342,539 | $40.6M |
| Stifel Financial Corp. | 0.03% | Reduce -4.8% | 288,193 | $39.4M |
| Focus Partners Wealth | 0.04% | Reduce -4.6% | 286,626 | $39.2M |
| Palisades Hudson Asset Management, L.P. | 13.09% | Reduce -2.8% | 273,676 | $37.4M |
| Bailard, Inc. | 0.74% | Reduce -1.4% | 265,163 | $36.2M |
| Cetera Investment Advisers | 0.03% | Add +3.0% | 257,840 | $35.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -2.1% | 246,679 | $33.7M |
| Heartwood Wealth Advisors LLC | 2.62% | Add +3.6% | 246,437 | $33.7M |
| Bank of Montreal | 0.01% | Reduce -2.7% | 246,399 | $33.7M |
| Cerity Partners LLC | 0.04% | Add +15.7% | 226,908 | $31.0M |
| AlphaCore Capital LLC | 0.56% | Reduce -4.1% | 222,345 | $30.4M |
| Mariner, LLC | 0.03% | Reduce -20.1% | 203,895 | $27.9M |
| MAI Capital Management | 0.10% | Add +6.1% | 196,094 | $26.8M |
| GHP Investment Advisors, Inc. | 0.98% | Reduce -1.1% | 194,925 | $26.6M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.3% | 194,856 | $26.6M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +208.7% | 188,438 | $25.8M |
| Kestra Private Wealth Services, LLC | 0.27% | Add +3.0% | 182,126 | $24.9M |
| Moneta Group Investment Advisors LLC | 0.18% | Add +0.4% | 175,321 | $24.0M |
| Probity Advisors, Inc. | 3.31% | Reduce -1.3% | 169,228 | $23.1M |
| GFS Advisors, LLC | 2.46% | Reduce -46.9% | 9,469 | $23.1M |
| Creative Planning | 0.01% | Reduce -1.5% | 165,672 | $22.6M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -4.5% | 159,182 | $21.8M |
| Parallax Volatility Advisers, L.P. | 0.93% | Add +200.0% | 150,002 | $20.5M |
| Brown Advisory Inc. | 0.03% | Reduce -3.5% | 146,840 | $20.1M |
| Fifth Third Bancorp | 0.03% | Reduce -2.1% | 140,180 | $19.2M |
| Keybank National Association | 0.06% | Reduce -0.5% | 139,128 | $19.0M |
| Ellis Investment Partners, LLC | 2.82% | Reduce -1.0% | 136,152 | $18.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.4% | 135,715 | $18.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -4.2% | 132,411 | $18.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +17.0% | 129,156 | $17.7M |
| Waverly Advisors, LLC | 0.10% | Reduce -3.5% | 123,583 | $16.9M |
| Financial Advisors Network, Inc. | 2.06% | Add +4.7% | 122,972 | $16.8M |
| Coastal Bridge Advisors, LLC | 1.02% | Add +2.9% | 121,232 | $16.6M |
| Truist Financial Corp. | 0.02% | Reduce -3.4% | 119,236 | $16.3M |
| Wealth Architects, LLC | 1.17% | Reduce -1.2% | 108,795 | $14.9M |
| Lido Advisors, LLC | 0.05% | Reduce -0.5% | 107,553 | $14.7M |
| Pinnacle Financial Partners, Inc. | 0.10% | Add +2.8% | 107,217 | $14.7M |
| Farther Finance Advisors, LLC | 0.11% | Add +3.5% | 102,795 | $14.0M |
| Captrust Financial Advisors | 0.02% | Add +21.3% | 100,598 | $13.7M |
| Silver Oak Securities, Incorporated | 0.76% | New | 92,156 | $12.6M |
| TABR Capital Management, LLC | 10.03% | New | 86,085 | $11.8M |
| Lake Street Private Wealth, LLC | 1.34% | Add +0.4% | 85,450 | $11.7M |
| Asset Management Group, Inc. | 1.68% | Reduce -0.5% | 83,985 | $11.5M |
| Glenmede Trust Co. NA | 0.05% | Reduce -0.5% | 82,793 | $11.3M |
| Home Federal Bank of Tennessee | 2.44% | Reduce -1.1% | 82,628 | $11.3M |
| Cibc World Market Inc. | 0.02% | Reduce -14.8% | 81,174 | $11.1M |
| Corient Private Wealth LP | 0.01% | Reduce -15.4% | 78,821 | $10.8M |
| Chicago Partners Investment Group LLC | 0.22% | Add +21.4% | 79,292 | $10.8M |
| Merit Financial Group, LLC | 0.07% | Reduce -18.2% | 78,669 | $10.8M |
| Cassaday & Co Wealth Management LLC | 0.20% | Reduce -0.6% | 78,070 | $10.7M |
| Evanson Financial, LLC | 0.52% | — | 77,708 | $10.6M |
| RTD Financial Advisors, Inc. | 1.15% | Reduce -6.0% | 76,982 | $10.5M |
| Arkadios Wealth Advisors | 0.16% | Reduce -1.7% | 75,901 | $10.4M |
| Sterling Financial Planning, Inc. | 2.73% | Reduce -4.4% | 73,343 | $10.0M |
| Peapack Gladstone Financial Corp. | 0.11% | Add +6.1% | 71,809 | $9.8M |
| JFS Wealth Advisors, LLC | 0.49% | Reduce -0.7% | 71,803 | $9.8M |
| Capital Advisors, Ltd. LLC | 0.99% | Add +0.6% | 71,773 | $9.8M |
| One Capital Management, LLC | 0.27% | No change | 82,509 | $9.8M |
| Bokf, NA | 0.13% | Reduce -2.2% | 71,269 | $9.7M |
| Summit Financial, LLC | 0.11% | Reduce -6.7% | 71,221 | $9.7M |
| Occidental Asset Management, LLC | 0.94% | Reduce -0.7% | 69,146 | $9.5M |
| Private Advisor Group, LLC | 0.04% | Add +137.4% | 68,001 | $9.3M |
| Castlekeep Investment Advisors LLC | 4.64% | Reduce -0.6% | 67,838 | $9.3M |
| Councilor Wealth, LLC | 3.71% | Reduce -0.4% | 67,174 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -6.6% | 65,337 | $8.9M |
| Phillips Financial Management, LLC | 0.65% | Reduce -23.0% | 64,417 | $8.8M |
| First Heartland Consultants, Inc. | 0.56% | Add +43.3% | 63,826 | $8.7M |
| Pathstone Holdings, LLC | 0.03% | Reduce -8.3% | 63,600 | $8.7M |
| One Day In July LLC | 0.60% | Reduce -4.3% | 63,462 | $8.7M |
| Ifrah Financial Services, Inc. | 2.12% | Reduce -3.2% | 63,432 | $8.7M |
| Accretive Wealth Partners, LLC | 2.08% | Add +7.5% | 62,513 | $8.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -4.9% | 60,485 | $8.3M |
| Mission Wealth Management, LP | 0.10% | Add +125.0% | 59,948 | $8.2M |
| US Bancorp \de | 0.01% | Reduce -4.4% | 59,203 | $8.1M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +149.3% | 58,544 | $8.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.8% | 105,999 | $8.0M |
| Blue Edge Capital, LLC | 0.96% | Add +46.5% | 58,297 | $8.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.7% | 58,261 | $8.0M |
| Ausdal Financial Partners, Inc. | 0.31% | Reduce -4.1% | 58,249 | $8.0M |
| Sigma Planning Corp | 0.20% | Add +2.0% | 57,619 | $7.9M |
| Sax Wealth Advisors, LLC | 0.31% | Add +6.9% | 65,132 | $7.7M |
| Allworth Financial LP | 0.03% | Reduce -5.2% | 54,900 | $7.5M |
| Independence Financial Advisors, LLC | 1.92% | New | 54,228 | $7.4M |
| Cresset Asset Management, LLC | 0.03% | Add +10.4% | 53,695 | $7.3M |
| MidFirst Bank | 0.52% | Reduce -1.5% | 53,291 | $7.3M |
| Crescent Grove Advisors, LLC | 0.61% | Reduce -1.4% | 52,809 | $7.2M |
| Sowell Financial Services LLC | 0.23% | Reduce -7.3% | 52,487 | $7.2M |
| Rodgers & Associates, LTD | 0.65% | Add +5.2% | 52,262 | $7.1M |
| Ironwood Financial, llc | 1.11% | Reduce -3.3% | 52,299 | $7.1M |
| Arax Advisory Partners | 0.05% | Add +397.8% | 51,701 | $7.1M |
| Camarda Financial Advisors, LLC | 2.12% | Add +104.0% | 51,363 | $7.0M |
| Franklin Resources Inc. | 0.00% | No change | 51,220 | $7.0M |
| Mma Asset Management LLC | 2.19% | Add +1.5% | 50,311 | $6.9M |
| First County Bank | 3.24% | Reduce -1.4% | 50,032 | $6.8M |
| Inspire Trust Co, N.A. | 0.94% | Add +11.1% | 50,000 | $6.8M |
| Gerald Baker Financial Group LLC | 1.93% | Add +3.4% | 49,534 | $6.8M |
| Sapient Capital LLC | 0.09% | Add +4.1% | 47,818 | $6.5M |
| Sonata Capital Group Inc. | 2.10% | Add +4.0% | 47,705 | $6.5M |
| NorthCrest Asset Manangement, LLC | 0.16% | Reduce -1.5% | 47,115 | $6.3M |
| IFP Advisors, Inc | 0.11% | Reduce -1.8% | 46,137 | $6.3M |
| Pittenger & Anderson Inc. | 0.22% | No change | 45,700 | $6.2M |
| Quent Capital, LLC | 0.38% | Reduce -0.7% | 45,554 | $6.2M |
| Natixis Advisors, LLC | 0.01% | Add +1.4% | 45,505 | $6.2M |
| Level Four Advisory Services, LLC | 0.18% | Add +0.0% | 45,489 | $6.2M |
| Parallel Advisors, LLC | 0.09% | Add +0.2% | 44,666 | $6.1M |
| Quantinno Capital Management LP | 0.01% | Add +18.3% | 43,706 | $6.0M |
| Advisory Services Network, LLC | 0.07% | Add +0.6% | 43,426 | $5.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Add +1.2% | 43,034 | $5.9M |
| Wilmington Savings Fund Society, FSB | 0.13% | Reduce -3.6% | 42,706 | $5.8M |
| Lutz Financial Services LLC | 0.35% | Add +0.7% | 42,637 | $5.8M |
| Eley Financial Management, Inc | 1.86% | Add +0.7% | 42,127 | $5.8M |
| Graves Light Lenhart Wealth, Inc. | 0.53% | Reduce -0.1% | 41,616 | $5.7M |
| Asset Dedication, LLC | 0.35% | Reduce -1.1% | 41,242 | $5.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -1.8% | 40,794 | $5.6M |
| Veratis Advisors, Inc. | 3.93% | — | 40,638 | $5.6M |
| Burns J W & Co. Inc. | 0.58% | Add +1.0% | 40,438 | $5.5M |
| First Citizens Financial Corp | 2.28% | Reduce -1.2% | 39,900 | $5.5M |
| Salomon & Ludwin, LLC | 0.45% | Reduce -5.6% | 39,626 | $5.4M |
| Salus Financial Advisors, LLC | 2.66% | Add +3.1% | 39,535 | $5.4M |
| Independent Financial Group, LLC | 0.10% | Reduce -64.0% | 39,152 | $5.4M |
| Clayton Financial Group LLC | 2.96% | Add +2.1% | 39,132 | $5.3M |
| DT Investment Partners, LLC | 0.39% | No change | 38,530 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | New | 37,867 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.8% | 37,421 | $5.1M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -50.5% | 37,398 | $5.1M |
| BKM Wealth Management, LLC | 1.79% | Reduce -6.3% | 37,020 | $5.1M |
| Ethos Financial Group, LLC | 0.34% | Reduce -2.8% | 36,819 | $5.0M |
| Stokes Family Office, LLC | 0.57% | Reduce -22.2% | 35,625 | $4.9M |
| MML Investors Services, LLC | 0.01% | Add +19.6% | 35,584 | $4.9M |
| Centerpoint Advisors, LLC | 1.38% | Reduce -0.5% | 35,485 | $4.8M |
| LTG Capital LLC | 3.19% | Reduce -1.4% | 34,903 | $4.8M |
| HB Wealth Management, LLC | 0.03% | Add +7.9% | 34,529 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.3% | 34,469 | $4.7M |
| Avior Wealth Management, LLC | 0.12% | Add +70.6% | 34,320 | $4.7M |
| Greenleaf Trust | 0.04% | Reduce -0.7% | 33,970 | $4.6M |
| Liberty Capital Management, Inc. | 0.78% | — | 33,073 | $4.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +1.2% | 33,055 | $4.5M |
| Access Investment Management LLC | 1.15% | Add +0.6% | 32,764 | $4.5M |
| Azimuth Capital Investment Management LLC | 0.15% | Reduce -1.5% | 32,319 | $4.4M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Reduce -4.7% | 32,204 | $4.4M |
| Courier Capital LLC | 0.22% | Reduce -0.2% | 32,082 | $4.4M |
| Cambridge Financial Group, LLC | 1.36% | Reduce -8.7% | 31,516 | $4.3M |
| Texas Yale Capital Corp. | 0.09% | Reduce -0.2% | 30,964 | $4.2M |
| Equitable Holdings, Inc. | 0.02% | Add +7.8% | 30,506 | $4.2M |
| 1834 Investment Advisors Co. | 0.46% | Reduce -2.4% | 29,847 | $4.1M |
| Oxler Private Wealth LLC | 1.16% | Reduce -7.0% | 29,757 | $4.1M |
| Transcendent Capital Group LLC | 1.58% | New | 29,751 | $4.1M |
| InvesTrust | 1.54% | Reduce -1.7% | 29,311 | $4.0M |
| Broadview Financial Management, LLC | 2.44% | Reduce -0.2% | 29,219 | $4.0M |
| &partners | 0.02% | Add +2.7% | 28,685 | $3.9M |
| Evensky & Katz LLC | 0.20% | Reduce -2.8% | 28,481 | $3.9M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 28,472 | $3.9M |
| Causey Wealth LLC | 1.50% | Reduce -0.6% | 28,136 | $3.8M |
| Vise Technologies, Inc. | 0.04% | Add +129.1% | 27,741 | $3.8M |
| Baring Financial LLC | 2.08% | Reduce -0.7% | 27,598 | $3.8M |
| LifeSteps Financial, Inc. | 1.75% | Add +13.4% | 27,480 | $3.8M |
| M1 Capital Management LLC | 1.38% | Reduce -5.1% | 27,354 | $3.7M |
| Neumann Capital Management, LLC | 2.43% | Reduce -2.0% | 26,880 | $3.7M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Reduce -0.8% | 26,798 | $3.7M |
| Mather Group, Llc. | 0.03% | Add +29.6% | 26,706 | $3.7M |
| Ullmann Wealth Partners Group, LLC | 0.33% | Add +4.4% | 26,589 | $3.6M |
| Birch Hill Investment Advisors LLC | 0.15% | Add +2.5% | 26,434 | $3.6M |
| Tortoise Investment Management, LLC | 0.27% | Reduce -0.2% | 26,352 | $3.6M |
| USA Financial Formulas | 0.65% | — | 26,155 | $3.6M |
| Becker Capital Management Inc. | 0.09% | No change | 25,611 | $3.5M |
| Tiemann Investment Advisors, LLC | 1.26% | Reduce -0.8% | 25,396 | $3.5M |
| Everpar Advisors LLC | 0.99% | No change | 25,341 | $3.5M |
| Invesco Ltd. | 0.00% | New | 25,341 | $3.5M |
| Ramiah Investment Group | 2.62% | Add +194.8% | 25,120 | $3.4M |
| Abacus Planning Group, Inc. | 0.42% | Reduce -1.7% | 24,975 | $3.4M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +0.9% | 24,772 | $3.4M |
| Columbia Bank | 0.75% | Add +6.0% | 24,581 | $3.4M |
| Ballentine Partners, LLC | 0.04% | Reduce -2.8% | 24,498 | $3.3M |
| Summit Financial Consulting LLC | 2.21% | Reduce -62.4% | 23,869 | $3.3M |
| MSH Capital Advisors LLC | 0.57% | Add +1.9% | 23,835 | $3.3M |
| SOA Wealth Advisors, LLC. | 0.54% | Reduce -8.1% | 23,620 | $3.2M |
| One Wealth Advisors, LLC | 0.36% | Reduce -2.8% | 23,603 | $3.2M |
| Stillwater Capital Advisors, LLC | 0.33% | Add +5.6% | 23,595 | $3.2M |
| Wesbanco Bank Inc. | 0.08% | Add +2.7% | 23,173 | $3.2M |
| Midwest Trust Co | 0.04% | Reduce -1.6% | 23,014 | $3.1M |
| Astra Wealth Partners LLC | 1.72% | Add +1.3% | 22,634 | $3.1M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -3.0% | 22,554 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.0% | 22,146 | $3.0M |
| ARK & TLK Investments, LLC | 0.75% | No change | 22,136 | $3.0M |
| Triangle Securities Wealth Management | 0.59% | Reduce -0.6% | 21,623 | $3.0M |
| Nwam LLC | 0.15% | Reduce -0.7% | 21,244 | $2.9M |
| Bridges Investment Management Inc. | 0.03% | Reduce -0.9% | 20,914 | $2.9M |
| Cardiff Park Advisors, LLC | 0.22% | Reduce -11.5% | 20,865 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | No change | 20,000 | $2.7M |
| Three Seasons Wealth, LLC | 0.25% | Reduce -32.1% | 19,949 | $2.7M |
| Strategic Blueprint, LLC | 0.14% | Reduce -4.3% | 19,928 | $2.7M |
| Capital Squared Financial LLC | 1.77% | Reduce -0.3% | 19,852 | $2.7M |
| Apella Capital, LLC | 0.04% | No change | 20,159 | $2.7M |
| Quadcap Wealth Management, LLC | 0.26% | Reduce -0.0% | 19,576 | $2.7M |
| Fortress Financial Group, LLC | 1.33% | Reduce -69.5% | 19,556 | $2.7M |
| UMB Bank, n.a. | 0.03% | Reduce -8.0% | 19,464 | $2.7M |
| Tocqueville Asset Management L.P. | 0.04% | No change | 19,389 | $2.7M |
| AtlasMark Financial, Inc | 1.30% | Reduce -4.1% | 19,360 | $2.6M |
| Clear Creek Financial Management, LLC | 0.17% | Reduce -72.1% | 19,317 | $2.6M |
| LMG Wealth Partners, LLC | 0.42% | Reduce -0.4% | 19,234 | $2.6M |
| Glass Jacobson Investment Advisors llc | 0.82% | Add +0.5% | 19,222 | $2.6M |
| Mainsail Financial Group, LLC | 0.87% | Reduce -39.8% | 18,808 | $2.6M |
| Associated Banc-Corp | 0.06% | Reduce -1.6% | 18,778 | $2.6M |
| Sequent Asset Management, LLC | 1.06% | No change | 18,402 | $2.5M |
| CIBC Bancorp USA Inc. | 0.00% | Add +49.3% | 18,133 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -76.3% | 18,091 | $2.5M |
| Larson Financial Group LLC | 0.06% | Reduce -1.7% | 17,987 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.7% | 17,975 | $2.5M |
| Taylor Financial Group, Inc. | 1.34% | Reduce -2.4% | 17,817 | $2.4M |
| Oarsman Capital, Inc. | 0.26% | Reduce -0.4% | 17,672 | $2.4M |
| Hurley Capital, LLC | 1.23% | Add +1.5% | 17,397 | $2.4M |
| Bluespring Wealth Management, LLC | 0.05% | New | 17,164 | $2.3M |
| First Merchants Corp. | 0.08% | Reduce -0.3% | 17,086 | $2.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +6.1% | 16,968 | $2.3M |
| Novak & Powell Financial Services, Inc. | 1.09% | Reduce -1.0% | 16,889 | $2.3M |
| AQR Capital Management | 0.00% | Add +20.9% | 16,740 | $2.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -35.0% | 16,700 | $2.3M |
| Lifestyle Asset Management, Inc. | 0.61% | Add +427.0% | 16,474 | $2.3M |
| PKS Advisory Services, LLC | 0.35% | Add +7.0% | 16,230 | $2.2M |
| Sequent Planning LLC | 0.47% | Add +1.0% | 16,217 | $2.2M |
| Alpine Bank Wealth Management | 0.28% | Reduce -2.1% | 16,183 | $2.2M |
| Prostatis Group LLC | 0.50% | Reduce -2.5% | 15,862 | $2.2M |
| City Holding Co. | 0.24% | Add +5.3% | 15,395 | $2.1M |
| Soltis Investment Advisors LLC | 0.11% | Add +7.3% | 14,459 | $2.0M |
| Agf Management Ltd. | 0.01% | Reduce -5.4% | 14,400 | $2.0M |
| Lee, Kelleher & Klein Wealth Management | 1.02% | No change | 14,334 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 14,156 | $1.9M |
| First National Bank of Omaha | 0.05% | Reduce -0.1% | 14,174 | $1.9M |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.25% | Add +5.3% | 14,028 | $1.9M |
| Zhang Financial LLC | 0.06% | Reduce -2.3% | 13,969 | $1.9M |
| Physician Wealth Advisors, Inc. | 0.23% | Reduce -2.7% | 13,942 | $1.9M |
| Klingenstein Fields & Co. LP | 0.07% | No change | 13,758 | $1.9M |
| BlackRock, Inc. | 0.00% | Add +14.9% | 13,731 | $1.9M |
| Tobias Financial Advisors, Inc. | 0.24% | Reduce -0.3% | 13,705 | $1.9M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.59% | Add +8.1% | 13,424 | $1.8M |
| Cranbrook Wealth Management, LLC | 0.34% | Reduce -2.7% | 13,441 | $1.8M |
| Hancock Whitney Corp. | 0.03% | Add +111.3% | 13,361 | $1.8M |
| Harvest Investment Services, LLC | 0.28% | Reduce -8.9% | 13,316 | $1.8M |
| King Wealth Management Group | 0.20% | Reduce -1.4% | 13,254 | $1.8M |
| Bleakley Financial Group, LLC | 0.02% | New | 13,183 | $1.8M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -5.5% | 13,144 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.0% | 13,051 | $1.8M |
| Commerce Bank | 0.01% | Add +45.5% | 12,765 | $1.7M |
| First Hawaiian Bank | 0.22% | Reduce -3.0% | 12,429 | $1.7M |
| Hudson Oak Wealth Advisory LLC | 1.31% | Reduce -2.8% | 12,396 | $1.7M |
| American Investment Services, Inc. | 0.36% | Reduce -0.6% | 12,345 | $1.7M |
| Elevation Wealth Partners, LLC | 0.50% | Add +0.4% | 12,125 | $1.7M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Reduce -0.2% | 12,326 | $1.7M |
| Intergy Private Wealth, LLC | 0.38% | Add +19.1% | 12,111 | $1.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Reduce -3.2% | 12,087 | $1.7M |
| Goelzer Investment Management, Inc. | 0.07% | Reduce -27.6% | 11,880 | $1.6M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -1.5% | 11,870 | $1.6M |
| FAS Wealth Partners, Inc. | 0.08% | Add +0.3% | 11,859 | $1.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Add +12.1% | 11,754 | $1.6M |
| Hazlett, Burt & Watson, Inc. | 0.42% | Add +5.6% | 11,717 | $1.6M |
| Operose Advisors LLC | 0.31% | Add +0.1% | 11,660 | $1.6M |
| Simon Quick Advisors, LLC | 0.06% | No change | 11,414 | $1.6M |
| Collaborative Capital Advisors LLC | 0.98% | — | 11,349 | $1.6M |
| WealthShield Partners, LLC | 0.24% | Reduce -34.6% | 11,309 | $1.5M |
| Lansing Street Advisors | 0.33% | Add +0.0% | 11,233 | $1.5M |
| MCF Advisors LLC | 0.05% | Add +0.0% | 10,944 | $1.5M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -1.4% | 10,908 | $1.5M |
| Versant Capital Management, Inc | 0.13% | No change | 10,686 | $1.5M |
| Blair William & Co. | 0.00% | Add +30.5% | 10,562 | $1.4M |
| Keystone Financial Group | 0.08% | Reduce -43.9% | 10,377 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | — | 10,320 | $1.4M |
| Planning Alternatives Ltd. | 0.15% | No change | 10,251 | $1.4M |
| Thompson Investment Management, Inc. | 0.16% | Add +3.3% | 10,146 | $1.4M |
| Independent Family Office, LLC | 0.55% | No change | 10,080 | $1.4M |
| 3Chopt Investment Partners, LLC | 0.26% | Reduce -0.2% | 10,045 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -1.4% | 9,937 | $1.4M |
| Tompkins Financial Corp. | 0.09% | Reduce -7.5% | 9,845 | $1.3M |
| American National Bank & Trust | 0.11% | No change | 9,800 | $1.3M |
| Bangor Savings Bank | 0.10% | No change | 9,799 | $1.3M |
| Marin Bay Wealth Advisors, LLC | 0.72% | Reduce -88.0% | 9,798 | $1.3M |
| Squire Investment Management Company, LLC | 0.32% | No change | 9,761 | $1.3M |
| Pacific Financial Group Inc. | 0.64% | Add +0.7% | 9,752 | $1.3M |
| Compound Planning, Inc. | 0.03% | Reduce -7.9% | 9,750 | $1.3M |
| Crestwood Advisors Group, LLC | 0.02% | Add +4.7% | 9,585 | $1.3M |
| Buck Wealth Strategies, LLC | 0.14% | Reduce -10.5% | 9,510 | $1.3M |
| Thomasville National Bank | 0.07% | — | 9,486 | $1.3M |
| Campion Asset Management | 0.79% | Reduce -2.3% | 9,439 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.12% | No change | 9,354 | $1.3M |
| Claro Advisors Inc. | 0.13% | Add +0.9% | 9,080 | $1.2M |
| Citizens Financial Group Inc. | 0.01% | Add +27.5% | 9,074 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.6% | 10,466 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.27% | Reduce -0.6% | 9,019 | $1.2M |
| Regal Investment Advisors LLC | 0.06% | Reduce -2.2% | 8,996 | $1.2M |
| Bruce G. Allen Investments, LLC | 0.78% | Reduce -0.3% | 8,928 | $1.2M |
| Nalls Sherbakoff Group, LLC | 0.85% | Reduce -0.1% | 8,798 | $1.2M |
| Choreo, LLC | 0.01% | Reduce -9.3% | 8,768 | $1.2M |
| Roman Butler Fullerton & Co. | 0.28% | Reduce -16.0% | 8,800 | $1.2M |
| Axis Wealth Partners, LLC | 0.57% | Add +2.6% | 8,673 | $1.2M |
| Militia Capital Management LLC | 0.21% | New | 8,633 | $1.2M |
| Parkwoods Wealth Partners, LLC | 0.19% | New | 8,614 | $1.2M |
| VAUGHAN & Co SECURITIES, INC. | 0.55% | No change | 8,581 | $1.2M |
| Wealth Management Partners, LLC | 0.27% | Reduce -4.7% | 8,540 | $1.2M |
| Christensen, King & Associates Investment Services, Inc. | 0.46% | No change | 8,519 | $1.2M |
| TD Private Client Wealth LLC | 0.02% | Reduce -5.9% | 8,463 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.18% | Reduce -0.9% | 8,447 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -89.7% | 8,410 | $1.2M |
| Powerhouse Assets LLC | 0.92% | Reduce -2.9% | 8,285 | $1.1M |
| Thompson Siegel & Walmsley LLC | 0.02% | No change | 8,237 | $1.1M |
| Everest Private Wealth | 0.42% | No change | 8,216 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 8,117 | $1.1M |
| Keenan, LLC | 0.78% | Reduce -18.1% | 8,048 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -0.6% | 8,047 | $1.1M |
| Dumont & Blake Investment Advisors LLC | 0.25% | Add +1.0% | 7,995 | $1.1M |
| Main Street Financial Solutions, LLC | 0.07% | Add +1.1% | 7,971 | $1.1M |
| Morris Financial Concepts, Inc. | 0.33% | Reduce -3.9% | 7,916 | $1.1M |
| High Net Worth Advisory Group LLC | 0.23% | No change | 7,900 | $1.1M |
| Principal Securities, Inc. | 0.01% | Add +10.7% | 7,898 | $1.1M |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | Add +0.2% | 7,855 | $1.1M |
| Brighton Jones LLC | 0.02% | Add +0.2% | 7,730 | $1.1M |
| Brown Brothers Harriman & Co. | 0.00% | Add +10.2% | 7,726 | $1.1M |
| Newton One Investments LLC | 0.27% | Add +0.4% | 7,713 | $1.1M |
| Argent Trust Co | 0.03% | No change | 7,685 | $1.1M |
| Valpey Financial Services, LLC | 0.62% | Reduce -8.7% | 7,645 | $1.0M |
| Apollon Wealth Management, LLC | 0.01% | Add +0.7% | 7,635 | $1.0M |
| Cahill Financial Advisors Inc. | 0.10% | Reduce -1.9% | 7,587 | $1.0M |
| Parkside Financial Bank & Trust | 0.07% | Add +0.0% | 7,554 | $1.0M |
| Wedmont Private Capital | 0.03% | No change | 7,530 | $1.0M |
| Financial Partners Group, Inc | 0.10% | Add +0.3% | 7,392 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -1.2% | 7,305 | $999K |
| IHT Wealth Management, LLC | 0.02% | Reduce -50.5% | 7,259 | $992K |
| Rwa Wealth Partners, LLC | 0.01% | Add +3.0% | 7,168 | $980K |
| Vickerman Investment Advisors, Inc. | 0.19% | No change | 7,076 | $967K |
| Composition Wealth, LLC | 0.01% | Add +32.5% | 7,075 | $967K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +0.0% | 7,001 | $957K |
| First Trust Advisors LP | 0.00% | Reduce -90.9% | 6,985 | $955K |
| Money Concepts Capital Corp. | 0.04% | Add +55.8% | 6,963 | $952K |
| Johnson Investment Counsel Inc. | 0.01% | Add +14.6% | 6,932 | $947K |
| Diversified Management Inc. | 0.20% | Add +0.4% | 6,904 | $944K |
| Quarry Hill Advisors, LLC | 0.36% | No change | 6,890 | $942K |
| Callan Family Office, LLC | 0.02% | Add +4.3% | 6,865 | $938K |
| Carolina Wealth Management Inc | 0.43% | — | 6,826 | $933K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.9% | 6,825 | $933K |
| Sherman Wealth Management LLC | 0.70% | Reduce -1.4% | 6,819 | $932K |
| Oppenheimer & Co. Inc. | 0.01% | Add +12.7% | 6,787 | $928K |
| Allstreet Capital Advisors LLC | 0.60% | No change | 6,778 | $926K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.1% | 6,755 | $923K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -10.1% | 6,576 | $899K |
| Cordatus Wealth Management LLC | 0.20% | Reduce -91.8% | 6,564 | $897K |
| Patton Albertson Miller Group, LLC | 0.09% | No change | 6,552 | $896K |
| Sprinkle Financial Consultants LLC | 0.35% | Add +0.4% | 6,470 | $884K |
| Ieq Capital, LLC | 0.00% | Reduce -6.3% | 6,441 | $880K |
| SCS Capital Management LLC | 0.01% | No change | 6,423 | $878K |
| TAGStone Capital, Inc. | 0.28% | Add +0.4% | 6,408 | $876K |
| Financial Strategies Group, Inc. | 0.14% | Reduce -3.4% | 6,365 | $874K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -1.4% | 6,383 | $872K |
| Mystic Asset Management, Inc. | 0.19% | Reduce -1.9% | 6,345 | $867K |
| Kendall Capital Management | 0.14% | No change | 6,271 | $857K |
| Heritage Wealth Advisors | 0.03% | No change | 6,270 | $857K |
| Cyndeo Wealth Partners, LLC | 0.04% | No change | 6,246 | $854K |
| Forum Private Client Group LLC | 0.25% | Reduce -0.3% | 6,226 | $851K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.1% | 6,223 | $851K |
| TrinityBridge Ltd | 0.02% | No change | 6,201 | $848K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.2% | 6,195 | $847K |
| Serenity Investment Advisors | 0.36% | Reduce -2.8% | 6,137 | $844K |
| Center for Financial Planning, Inc. | 0.08% | No change | 6,102 | $834K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -0.7% | 6,084 | $832K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +0.3% | 5,977 | $817K |
| Financial Alternatives, Inc | 0.40% | No change | 5,970 | $816K |
| Spire Wealth Management | 0.02% | Reduce -1.2% | 5,969 | $816K |
| Greenspring Advisors, LLC | 0.04% | Reduce -0.9% | 5,938 | $812K |
| Frankly Finances, LLC | 0.64% | No change | 5,889 | $805K |
| Ameritas Advisory Services, LLC | 0.02% | Add +240.6% | 5,766 | $788K |
| PW Nova Financial Services LLC | 0.17% | Add +44.2% | 5,750 | $786K |
| Capital Analysts, LLC | 0.02% | Reduce -2.9% | 5,746 | $785K |
| Busey Bank | 0.02% | Reduce -3.5% | 5,739 | $784K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.1% | 5,705 | $780K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +40.7% | 5,704 | $780K |
| Crusonia Wealth Advisors LLC | 0.13% | No change | 5,699 | $779K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +4.5% | 5,693 | $778K |
| Destiny Capital Corp | 0.36% | Reduce -19.0% | 5,675 | $776K |
| WJ Financial Advisors LLC | 0.57% | No change | 5,657 | $773K |
| Atlas Capital Advisors Inc. | 0.08% | Add +0.5% | 5,627 | $769K |
| Old National Bancorp | 0.02% | Add +45.7% | 5,603 | $766K |
| Cozad Asset Management Inc. | 0.05% | Add +0.0% | 5,601 | $766K |
| Sachem Hill LLC | 0.14% | No change | 5,595 | $765K |
| Beaird Harris Wealth Management, LLC | 0.05% | Reduce -3.6% | 5,588 | $764K |
| Sage Financial Group Inc. | 0.04% | No change | 5,526 | $755K |
| Meredith Wealth Planning | 0.18% | Reduce -1.3% | 5,521 | $755K |
| Flow Traders U.S. LLC | 0.03% | Reduce -84.8% | 5,514 | $754K |
| Next Capital Management LLC | 0.20% | No change | 5,496 | $751K |
| SageView Advisory Group, LLC | 0.02% | Add +0.0% | 5,486 | $750K |
| Creative Financial Designs Inc. | 0.03% | Reduce -7.9% | 5,361 | $733K |
| Tactive Advisors, LLC | 0.18% | Add +54.5% | 5,342 | $730K |
| Finley Financial, LLC | 0.29% | No change | 5,340 | $730K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -0.3% | 5,339 | $730K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -2.4% | 5,339 | $730K |
| Vestia Personal Wealth Advisors | 0.28% | Add +0.1% | 5,333 | $729K |
| Northwest Wealth Management, LLC | 0.10% | Add +0.1% | 5,317 | $727K |
| D.A. Davidson & Co. | 0.00% | Add +0.0% | 5,303 | $725K |
| Private Advisory Group LLC | 0.04% | New | 5,255 | $718K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -25.4% | 5,253 | $718K |
| Hubbell Strickland Wealth Management, LLC | 0.26% | Add +1.0% | 5,202 | $711K |
| Nikulski Financial, Inc. | 0.15% | Reduce -0.5% | 5,132 | $701K |
| Founders Grove Wealth Partners, LLC | 0.14% | Reduce -7.0% | 5,110 | $698K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.2% | 5,096 | $697K |
| Awm Capital, LLC | 0.06% | Reduce -3.7% | 5,073 | $693K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,060 | $692K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +0.2% | 5,053 | $691K |
| NorthLanding Financial Partners, LLC | 0.48% | Add +27.4% | 5,046 | $690K |
| Vista Capital Partners, Inc. | 0.06% | No change | 5,034 | $688K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -2.0% | 4,998 | $683K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 4,987 | $682K |
| CoreCap Advisors, LLC | 0.02% | Reduce -96.3% | 4,979 | $681K |
| TCFG Investment Advisors, LLC | 0.23% | Reduce -1.8% | 4,994 | $678K |
| Richwood Investment Advisors, LLC | 0.47% | Reduce -2.0% | 4,905 | $670K |
| Equitable Trust Co. | 0.03% | No change | 4,896 | $669K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -5.6% | 4,882 | $667K |
| CM Wealth Advisors LLC | 0.12% | Reduce -26.5% | 4,849 | $663K |
| Thayer Partners, LLC / MA | 0.27% | No change | 4,846 | $662K |
| JSF Financial, LLC | 0.11% | Add +3.7% | 4,813 | $658K |
| Calton & Associates, Inc. | 0.10% | New | 4,792 | $655K |
| Cypress Financial Planning LLC | 0.16% | Add +0.2% | 4,781 | $654K |
| Transcend Capital Advisors, LLC | 0.04% | Add +14.1% | 4,748 | $649K |
| JNBA Financial Advisors | 0.05% | Reduce -6.4% | 4,736 | $647K |
| Breakwater Capital Group | 0.08% | Reduce -0.5% | 4,716 | $645K |
| First Horizon Corp. | 0.02% | Reduce -2.6% | 4,714 | $644K |
| Harbour Investments, Inc. | 0.01% | Reduce -72.9% | 4,682 | $640K |
| BCS Private Wealth Management, Inc. | 0.19% | Add +3.2% | 4,666 | $638K |
| Webster Bank, N. A. | 0.06% | No change | 4,659 | $637K |
| Aft, Forsyth & Company, Inc. | 0.31% | Reduce -36.5% | 4,654 | $636K |
| Beckerman Institutional, LLC | 0.30% | No change | 4,568 | $624K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +6.2% | 4,566 | $624K |
| Hyundai Investments Co., Ltd. | 0.67% | Reduce -22.2% | 4,556 | $621K |
| Cottage Street Advisors LLC | 0.24% | Add +0.0% | 4,514 | $617K |
| Savvy Advisors, Inc. | 0.01% | No change | 4,510 | $616K |
| Key Financial Inc | 0.10% | Reduce -1.2% | 4,430 | $605K |
| Cambridge Capital Management, LLC | 0.23% | Reduce -2.6% | 4,409 | $603K |
| Quotient Wealth Partners, LLC | 0.01% | Add +1.8% | 4,393 | $600K |
| Uptown Financial Advisors LLC | 0.44% | No change | 4,371 | $597K |
| First Financial Bank - Trust Division | 0.04% | No change | 4,336 | $593K |
| Barrett & Company, Inc. | 0.17% | Reduce -7.0% | 4,327 | $591K |
| Stephens Inc. | 0.01% | Reduce -16.0% | 4,282 | $585K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 4,243 | $580K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -0.3% | 4,190 | $573K |
| Dakota Wealth Management | 0.01% | Add +11.1% | 4,139 | $566K |
| SkyOak Wealth, LLC | 0.09% | No change | 4,136 | $565K |
| Painted Porch Advisors LLC | 0.25% | Add +0.2% | 4,115 | $562K |
| Essex Financial Services, Inc. | 0.03% | Reduce -9.3% | 4,092 | $559K |
| JMG Financial Group, Ltd. | 0.01% | Add +7.5% | 4,050 | $554K |
| Woodward Financial Advisors, Inc. | 0.18% | — | 4,046 | $553K |
| St. Louis Trust Co | 0.06% | Add +0.0% | 19,946 | $552K |
| Penobscot Wealth Management | 0.15% | Reduce -7.5% | 4,021 | $550K |
| Valley National Advisers Inc. | 0.06% | No change | 3,962 | $542K |
| Renaissance Technologies | 0.00% | Reduce -7.9% | 3,960 | $541K |
| Trail Ridge Investment Advisors, LLC | 0.23% | Reduce -7.3% | 3,944 | $539K |
| Summit Financial Wealth Advisors, LLC | 0.07% | No change | 3,914 | $535K |
| Retirement Planning Co of New England, Inc. | 0.19% | Reduce -3.6% | 3,910 | $534K |
| Breachway Investments LLC | 0.80% | Add +1.6% | 3,872 | $529K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 3,842 | $525K |
| Certuity, LLC | 0.03% | No change | 3,839 | $525K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | No change | 3,806 | $520K |
| Bfsg, LLC | 0.05% | No change | 3,725 | $509K |
| LJI Wealth Management, LLC | 0.07% | Reduce -0.4% | 3,718 | $508K |
| QRG Capital Management, Inc. | 0.00% | New | 3,701 | $506K |
| Maple Capital Management, Inc. | 0.03% | No change | 3,695 | $505K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -98.1% | 3,689 | $504K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,679 | $503K |
| Focused Alpha, LLC | 0.13% | No change | 3,679 | $503K |
| Sage Capital Management, LLC | 0.19% | Add +0.2% | 3,613 | $494K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,595 | $491K |
| Mayport, LLC | 0.08% | Add +0.0% | 3,580 | $489K |
| Blackston Financial Advisory Group, LLC | 0.28% | Reduce -1.4% | 3,579 | $489K |
| Roberts Financial Services LLC | 0.14% | Reduce -5.7% | 3,579 | $489K |
| HBE Wealth Management, LLC | 0.35% | No change | 3,563 | $487K |
| Conning Inc. | 0.02% | No change | 3,559 | $486K |
| GW Henssler & Associates Ltd. | 0.02% | Reduce -14.0% | 3,541 | $484K |
| Whittier Trust Co. | 0.00% | No change | 3,510 | $475K |
| Altiora Financial Group, LLC | 0.07% | No change | 3,466 | $474K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.0% | 3,462 | $473K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -27.6% | 3,443 | $471K |
| Pacific Sun Financial Corp | 0.19% | Reduce -0.4% | 3,440 | $470K |
| Cim, LLC | 0.06% | Add +1.7% | 3,397 | $464K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -18.1% | 3,378 | $462K |
| Park Place Capital Corp | 0.07% | Reduce -7.0% | 3,338 | $456K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +0.0% | 3,324 | $454K |
| New Republic Capital, LLC | 0.10% | Add +0.4% | 3,322 | $454K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Add +8.7% | 3,290 | $450K |
| SYM FINANCIAL Corp | 0.04% | Add +0.4% | 3,270 | $447K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +3.5% | 3,252 | $444K |
| Shoker Investment Counsel, Inc. | 0.11% | No change | 3,246 | $444K |
| Montecito Bank & Trust | 0.07% | No change | 3,225 | $441K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +52.6% | 3,205 | $438K |
| Mutual Advisors, LLC | 0.01% | Reduce -73.0% | 3,182 | $435K |
| Element Wealth, LLC | 0.16% | Reduce -0.3% | 3,123 | $427K |
| DAVENPORT & Co LLC | 0.00% | Add +5.7% | 3,102 | $424K |
| Wealth Dimensions Group, Ltd. | 0.08% | Reduce -0.6% | 3,098 | $423K |
| Summit Global Investments | 0.02% | Reduce -2.5% | 3,085 | $422K |
| TrueWealth Advisors, LLC | 0.09% | No change | 3,060 | $418K |
| SouthState Bank Corp | 0.02% | No change | 3,036 | $415K |
| Stonebridge Financial Group, LLC / MO | 0.28% | Add +0.1% | 3,034 | $415K |
| Genesis Private Wealth, LLC | 0.12% | No change | 3,016 | $412K |
| Wagner Wealth Management, Corp | 0.33% | Add +25.4% | 3,002 | $410K |
| Smith Salley Wealth Management | 0.02% | Add +18.4% | 2,960 | $405K |
| Fulton Bank, N.A. | 0.01% | Reduce -15.9% | 2,958 | $404K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 2,946 | $403K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 2,944 | $402K |
| AdvisorNet Financial, Inc | 0.02% | Add +1.0% | 2,938 | $402K |
| Brand Asset Management Group, Inc. | 0.09% | Add +0.1% | 2,937 | $401K |
| Diversified Trust Co. | 0.01% | No change | 2,930 | $400K |
| Aegis Wealth Management LLC | 0.19% | No change | 2,925 | $400K |
| Pension & Wealth Management Advisors, Inc. | 0.11% | No change | 2,917 | $399K |
| Valley Wealth Managers, Inc. | 0.02% | Reduce -3.6% | 2,885 | $394K |
| Compass Ion Advisors, LLC | 0.03% | Add +0.1% | 2,881 | $394K |
| Pinnacle Financial Group, LLC / IL | 0.10% | Add +16.4% | 2,875 | $393K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.8% | 2,865 | $392K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 2,861 | $391K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.9% | 2,861 | $391K |
| Park Avenue Securities LLC | 0.00% | New | 2,856 | $390K |
| Confluence Wealth Services, Inc. | 0.01% | Add +0.0% | 2,823 | $386K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,814 | $385K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.2% | 2,803 | $383K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.4% | 2,788 | $381K |
| Fort Sheridan Advisors LLC | 0.04% | No change | 2,788 | $381K |
| Renasant Bank | 0.24% | Reduce -8.3% | 2,750 | $376K |
| Dynamic Financial Group | 0.28% | Add +3.9% | 2,747 | $375K |
| Willner & Heller, LLC | 0.23% | Add +0.4% | 2,730 | $373K |
| Warner Financial, Inc. | 0.11% | Add +0.1% | 2,716 | $371K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -1.3% | 2,662 | $364K |
| Krilogy Financial LLC | 0.01% | Add +15.9% | 2,654 | $363K |
| Advisory Solutions Group, LLC | 0.12% | — | 2,630 | $359K |
| Laurel Oak Wealth Management, LLC | 0.05% | No change | 2,606 | $356K |
| Hardin Capital Partners, LLC | 0.17% | No change | 2,593 | $355K |
| Saxon Interests, Inc. | 0.10% | No change | 2,589 | $354K |
| Sepio Capital, LP | 0.02% | Reduce -67.0% | 2,586 | $353K |
| Cornerstone Planning, LLC | 0.08% | No change | 2,578 | $352K |
| Mechanics Financial Corp | 0.13% | No change | 2,576 | $352K |
| Sterling Wealth Management, Inc. | 0.09% | Add +0.0% | 2,568 | $351K |
| Rehmann Capital Advisory Group | 0.02% | Add +1.9% | 2,567 | $351K |
| Green Ridge Wealth Planning LLC | 0.15% | No change | 2,554 | $349K |
| Modern Wealth Management, LLC | 0.00% | Reduce -99.4% | 2,552 | $349K |
| Kraft, Davis & Associates, LLC | 0.07% | Reduce -37.9% | 2,623 | $348K |
| Avion Wealth | 0.06% | No change | 2,552 | $348K |
| Atlantic Edge Private Wealth Management, LLC | 0.07% | No change | 2,540 | $347K |
| Moors & Cabot, Inc. | 0.01% | Add +0.8% | 2,502 | $342K |
| Juncture Wealth Strategies, LLC | 0.09% | Reduce -38.2% | 2,501 | $342K |
| Childress Capital Advisors, LLC | 0.06% | No change | 2,501 | $342K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | No change | 2,498 | $341K |
| Meramec Financial Planners, LLC | 0.12% | Reduce -4.3% | 2,476 | $337K |
| Venture Visionary Partners LLC | 0.01% | No change | 2,449 | $335K |
| Citadel Advisors | 0.00% | No change | 2,445 | $334K |
| Blue Bell Private Wealth Management, LLC | 0.04% | No change | 2,440 | $333K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -24.4% | 2,430 | $332K |
| Silverlake Wealth Management LLC | 0.06% | Add +0.3% | 2,423 | $331K |
| Guardian Financial Partners, LLC | 0.13% | Add +0.3% | 2,404 | $329K |
| Gen-Wealth Partners Inc | 0.09% | No change | 2,401 | $328K |
| Valeo Financial Advisors, LLC | 0.01% | Add +23.7% | 2,387 | $326K |
| Signature Equity Partners, LLC | 0.15% | Add +10.8% | 2,382 | $326K |
| Bensler, LLC | 0.03% | No change | 2,354 | $322K |
| Victory Financial Group, LLC | 0.03% | Reduce -8.3% | 2,354 | $322K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,330 | $318K |
| NorthRock Partners, LLC | 0.00% | Reduce -12.3% | 2,327 | $318K |
| Vines Capital Management, LLC | 0.26% | No change | 2,308 | $315K |
| Morton Brown Family Wealth, LLC | 0.07% | No change | 2,304 | $315K |
| KPP Advisory Services LLC | 0.04% | Add +0.0% | 2,302 | $315K |
| Panoramic Investment Advisors, LLC | 0.15% | No change | 2,295 | $314K |
| Marco Investment Management LLC | 0.02% | No change | 2,292 | $313K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -15.3% | 2,286 | $312K |
| Aptus Capital Advisors, LLC | 0.00% | Add +20.6% | 2,279 | $311K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +0.2% | 2,277 | $311K |
| Sei Investments Co. | 0.00% | Reduce -8.6% | 2,268 | $310K |
| Keener Financial Planning LLC | 0.11% | No change | 2,257 | $308K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,250 | $308K |
| Foster & Motley Inc. | 0.01% | No change | 2,238 | $306K |
| Atwater Malick LLC | 0.07% | Add +11.8% | 2,235 | $305K |
| Integrated Investment Consultants, LLC | 0.06% | Add +5.5% | 2,234 | $305K |
| Mullaney, Keating & Wright, Inc. | 0.15% | Reduce -3.0% | 2,218 | $303K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -83.3% | 2,205 | $301K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 2,205 | $301K |
| Peak Asset Management, LLC | 0.04% | No change | 2,200 | $301K |
| Guidance Point Advisors, LLC | 0.06% | Add +2.3% | 2,177 | $298K |
| Towerpoint Wealth, LLC | 0.10% | Add +0.3% | 2,175 | $297K |
| Vicus Capital | 0.02% | Reduce -13.8% | 2,135 | $292K |
| Proactive Wealth Strategies LLC | 0.05% | Add +0.4% | 2,127 | $291K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 2,113 | $289K |
| TD Waterhouse Canada Inc. | 0.00% | Add +5.3% | 2,105 | $287K |
| Sound Income Strategies, LLC | 0.01% | Reduce -10.9% | 2,081 | $284K |
| Neuberger Berman Group LLC | 0.00% | Reduce -25.9% | 2,069 | $283K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.4% | 2,060 | $282K |
| Wealth Quarterback LLC | 0.09% | Reduce -1.6% | 2,057 | $281K |
| Founders Financial Securities LLC | 0.01% | Reduce -3.4% | 2,048 | $280K |
| Financial Perspectives, Inc | 0.07% | Add +0.1% | 2,044 | $279K |
| Life Planning Partners, Inc | 0.21% | Reduce -3.4% | 2,042 | $279K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -5.6% | 2,042 | $279K |
| Curi Capital, LLC | 0.00% | Add +0.1% | 2,040 | $279K |
| Compass Financial Group, Inc. (Ohio) | 0.19% | Reduce -25.4% | 2,030 | $278K |
| Vawter Financial, Ltd. | 0.10% | No change | 2,020 | $276K |
| Bessemer Group Inc. | 0.00% | Add +12.3% | 2,008 | $275K |
| Perigon Wealth Management, LLC | 0.00% | Add +0.2% | 2,009 | $275K |
| Camelot Technology Advisors, Inc. | 0.19% | Add +0.2% | 2,002 | $274K |
| Jeppson Wealth Management, LLC | 0.08% | No change | 2,000 | $273K |
| Capital Advisors Inc. | 0.00% | No change | 2,000 | $273K |
| Fiduciary Advisors, Inc. | 0.18% | Reduce -3.3% | 1,991 | $272K |
| Facet Wealth, Inc. | 0.00% | Reduce -0.9% | 1,987 | $272K |
| IFG Advisors, LLC | 0.04% | Reduce -8.6% | 1,979 | $270K |
| Welch & Forbes LLC | 0.00% | New | 1,978 | $270K |
| Benningfield Financial Advisors, LLC | 0.20% | No change | 1,965 | $269K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 1,950 | $267K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +6.2% | 1,944 | $266K |
| Inlight Wealth Management, LLC | 0.08% | No change | 1,940 | $265K |
| Net Worth Advisory Group | 0.07% | Reduce -89.0% | 1,935 | $265K |
| Trust Co of the South | 0.04% | Add +0.6% | 1,931 | $264K |
| Wick Capital Partners, LLC | 0.04% | Add +0.3% | 1,916 | $262K |
| Sims Investment Management, LLC | 0.08% | Reduce -4.0% | 1,923 | $262K |
| Foundation Wealth Management, LLC\PA | 0.08% | No change | 1,911 | $261K |
| Jackson, Grant Investment Advisers, Inc. | 0.08% | Add +0.4% | 1,896 | $259K |
| CGC Financial Services, LLC | 0.06% | Add +18.0% | 1,893 | $259K |
| Blue Trust, Inc. | 0.00% | Reduce -26.6% | 1,883 | $257K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,875 | $256K |
| IFG Advisory, LLC | 0.01% | New | 1,865 | $255K |
| Sharp Wealth Advisory, LLC | 0.12% | Reduce -99.3% | 1,854 | $253K |
| Weil Company, Inc. | 0.04% | No change | 1,853 | $253K |
| Optimist Retirement Group LLC | 0.10% | Add +0.4% | 1,842 | $252K |
| Kathmere Capital Management, LLC | 0.01% | Add +7.5% | 1,840 | $251K |
| Allen Investment Management, LLC | 0.00% | No change | 1,836 | $251K |
| Sharper & Granite LLC | 0.08% | No change | 1,827 | $250K |
| Fortune Financial Advisors, LLC | 0.11% | Add +0.1% | 1,826 | $250K |
| Joseph P. Lucia & Associates, LLC | 0.07% | No change | 1,804 | $247K |
| Regatta Capital Group, LLC | 0.03% | No change | 1,795 | $245K |
| RFG Advisory, LLC | 0.00% | New | 1,794 | $245K |
| WealthPlan Investment Management, LLC | 0.01% | No change | 1,777 | $243K |
| BNP Paribas Financial Markets | 0.00% | Reduce -27.4% | 1,762 | $241K |
| Quantum Financial Advisors, LLC | 0.02% | No change | 1,750 | $239K |
| Stonebridge Financial Planning Group, LLC | 0.08% | New | 1,737 | $237K |
| Benchmark Investment Advisors LLC | 0.10% | No change | 1,722 | $235K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 1,727 | $235K |
| Brookstone Capital Management | 0.00% | Reduce -9.6% | 1,716 | $235K |
| Geneos Wealth Management Inc. | 0.00% | Add +36.8% | 1,716 | $235K |
| Coldstream Capital Management Inc. | 0.00% | No change | 1,716 | $234K |
| Garde Capital, Inc. | 0.01% | No change | 1,715 | $234K |
| Allegheny Financial Group | 0.02% | No change | 1,704 | $233K |
| GWN Securities Inc. | 0.04% | Reduce -0.5% | 1,699 | $232K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 1,688 | $231K |
| LVW Advisors, LLC | 0.02% | New | 1,686 | $230K |
| MV Capital Management, Inc. | 0.02% | No change | 1,684 | $230K |
| Enclave Advisors LLC | 0.03% | Reduce -7.4% | 1,673 | $229K |
| Financial Planning Hawaii, Inc. | 0.12% | New | 1,670 | $228K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,660 | $227K |
| LCNB Corp. | 0.07% | New | 1,650 | $226K |
| Means Investment Co., Inc. | 0.02% | New | 1,638 | $224K |
| Landmark Wealth Management, LLC | 0.05% | Reduce -3.4% | 1,633 | $223K |
| Vann Equity Management LLC | 0.14% | Reduce -32.9% | 1,627 | $222K |
| Milestone Asset Management Group, LLC | 0.11% | New | 1,621 | $222K |
| Turning Point Benefit Group, Inc. | 0.09% | New | 1,612 | $220K |
| Connecticut Wealth Management, LLC | 0.01% | New | 1,606 | $220K |
| Boston Family Office LLC | 0.01% | Reduce -10.5% | 1,603 | $219K |
| Fee-Only Financial Planning, L.C. | 0.12% | New | 1,600 | $219K |
| Balyasny Asset Management L.P. | 0.00% | New | 1,600 | $219K |
| Octavia Wealth Advisors, LLC | 0.02% | New | 1,580 | $216K |
| Meridian Financial Advisors, LLC | 0.10% | New | 1,576 | $215K |
| Embree Financial Group | 0.02% | New | 1,573 | $215K |
| Fiduciary Alliance LLC | 0.01% | New | 1,570 | $215K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -12.2% | 1,562 | $214K |
| Grey Fox Wealth Advisors, LLC | 0.03% | New | 1,554 | $212K |
| Matrix Private Capital Group LLC | 0.09% | No change | 1,547 | $211K |
| SG Americas Securities, LLC | 0.00% | New | 1,542 | $211K |
| VSM Wealth Advisory, LLC | 0.06% | Add +0.1% | 1,539 | $210K |
| Jacobs Equity LLC | 0.15% | New | 1,538 | $210K |
| Arcadia Investment Advisors LLC | 0.09% | No change | 1,538 | $210K |
| Investment Advisory Group, LLC | 0.05% | New | 1,537 | $210K |
| Huntington National Bank | 0.00% | New | 1,537 | $210K |
| LaFleur & Godfrey LLC | 0.02% | New | 1,524 | $208K |
| Sovereign Financial Group, Inc. | 0.03% | New | 1,523 | $208K |
| Commonwealth Financial Services, LLC | 0.03% | New | 1,522 | $208K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 1,512 | $207K |
| HighMark Wealth Management LLC | 0.07% | Add +0.4% | 1,512 | $207K |
| Genesis Financial Group, LLC | 0.13% | New | 1,511 | $207K |
| Glenview Trust Co | 0.00% | New | 1,511 | $207K |
| Storen Legacy Partners, LLC | 0.06% | New | 1,506 | $206K |
| Dana Investment Advisors, Inc. | 0.01% | New | 1,504 | $206K |
| National Bank of Canada | 0.00% | No change | 1,500 | $205K |
| D. E. Shaw & Co. | 0.00% | New | 1,498 | $205K |
| Advisors Capital Management, LLC | 0.00% | New | 1,498 | $205K |
| Diversified Portfolios, Inc. | 0.01% | New | 1,496 | $204K |
| Axim Planning & Wealth | 0.29% | New | 1,482 | $203K |
| Corepath Wealth Partners LLC | 0.13% | Reduce -11.7% | 1,526 | $202K |
| Allium Financial Advisors, LLC | 0.13% | New | 1,481 | $202K |
| First Interstate Bank | 0.01% | New | 1,476 | $202K |
| Sunesis Advisors, LLC | 0.08% | New | 1,474 | $201K |
| E&G Advisors, LLC | 0.04% | New | 1,470 | $201K |
| Trivium Point Advisory, LLC | 0.02% | New | 1,467 | $201K |
| First Citizens Bank & Trust Co. | 0.00% | New | 1,467 | $201K |
| Wealthquest Corp | 0.01% | New | 1,463 | $200K |
| Dogwood Wealth Management LLC | 0.08% | Add +0.1% | 1,456 | $199K |
| Synergy Investment Management, LLC | 0.05% | No change | 1,456 | $199K |
| GAMMA Investing LLC | 0.01% | Add +78.1% | 1,418 | $194K |
| Coastline Trust Co | 0.02% | Reduce -1.1% | 1,402 | $192K |
| Montag A & Associates Inc. | 0.01% | Reduce -3.5% | 1,367 | $187K |
| Westside Investment Management, Inc. | 0.02% | Add +0.4% | 1,354 | $185K |
| Archer Investment Corp | 0.04% | Add +4.8% | 1,345 | $184K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,314 | $180K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,271 | $174K |
| Copia Wealth Management | 0.10% | No change | 1,255 | $172K |
| Financial Life Planners | 0.11% | Add +0.4% | 1,254 | $171K |
| HM Payson & Co. | 0.00% | No change | 1,248 | $171K |
| Insight Inv LLC | 0.08% | Reduce -19.4% | 1,238 | $169K |
| NBT Bank, N.A. | 0.01% | Reduce -29.8% | 1,221 | $167K |
| Private Trust Co. NA | 0.01% | No change | 1,209 | $165K |
| Harbor Asset Planning, Inc. | 0.12% | Add +0.4% | 1,200 | $164K |
| Longview Financial Advisors LLC | 0.08% | No change | 1,173 | $160K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +4.0% | 1,159 | $158K |
| Evergreen Private Wealth LLC | 0.06% | Reduce -4.3% | 1,136 | $155K |
| AE Wealth Management LLC | 0.00% | Reduce -95.8% | 1,125 | $154K |
| SHP Wealth Management | 0.01% | No change | 1,118 | $153K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +560.6% | 1,090 | $149K |
| Continuum Advisory, LLC | 0.01% | New | 1,088 | $149K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,057 | $144K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 1,056 | $144K |
| Colonial Trust Co / SC | 0.02% | Reduce -83.3% | 1,000 | $137K |
| Cordant, Inc. | 0.05% | No change | 984 | $134K |
| Walsh & Associates, LLC | 0.11% | No change | 975 | $133K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 923 | $126K |
| Arlington Trust Co LLC | 0.01% | No change | 915 | $125K |
| Ancora Advisors LLC | 0.00% | Reduce -20.6% | 905 | $124K |
| Smartleaf Asset Management LLC | 0.00% | No change | 893 | $122K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 829 | $113K |
| Princeton Global Asset Management LLC | 0.02% | Reduce -0.6% | 824 | $113K |
| Tidemark, LLC | 0.03% | No change | 820 | $112K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 820 | $112K |
| Hilton Head Capital Partners, LLC | 0.06% | Add +0.1% | 819 | $112K |
| Orion Capital Management LLC | 0.03% | No change | 804 | $110K |
| Anchor Investment Management, LLC | 0.01% | Reduce -87.2% | 784 | $107K |
| Hilltop National Bank | 0.02% | No change | 780 | $107K |
| Biltmore Family Office, LLC | 0.01% | Reduce -4.0% | 768 | $105K |
| Tiaa Trust, National Association | 0.01% | No change | 740 | $101K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 694 | $95K |
| Smithfield Trust Co | 0.00% | No change | 668 | $91K |
| Country Trust Bank | 0.00% | No change | 659 | $90K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -48.9% | 656 | $90K |
| Institute for Wealth Management, LLC. | 0.01% | New | 651 | $89K |
| Rothschild Investment LLC | 0.00% | No change | 644 | $88K |
| Concord Wealth Partners | 0.01% | New | 643 | $88K |
| Kings Path Partners LLC | 0.02% | No change | 608 | $83K |
| Glassman Wealth Services | 0.01% | New | 571 | $78K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -46.6% | 565 | $77K |
| Measured Wealth Private Client Group, LLC | 0.02% | No change | 562 | $77K |
| Vanguard National Trust Co | 0.00% | No change | 558 | $76K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 550 | $75K |
| Powell Investment Advisors, LLC | 0.02% | No change | 533 | $73K |
| Topsail Wealth Management, LLC | 0.01% | No change | 532 | $73K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 526 | $72K |
| Napier Financial, LLC | 0.01% | Add +0.2% | 501 | $68K |
| Regatta Research & Money Management | 0.06% | — | 500 | $68K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -14.1% | 493 | $67K |
| Granite Investment Partners, LLC | 0.00% | No change | 481 | $66K |
| Colonial Trust Advisors | 0.00% | No change | 476 | $65K |
| CENTRAL TRUST Co | 0.00% | Reduce -16.8% | 465 | $64K |
| Seneschal Advisors, LLC | 0.04% | No change | 459 | $63K |
| Front Row Advisors LLC | 0.02% | No change | 450 | $62K |
| International Assets Investment Management, LLC | 0.00% | No change | 452 | $62K |
| Grove Bank & Trust | 0.01% | No change | 450 | $62K |
| Robinswood Financial LLC | 0.02% | Add +0.5% | 433 | $59K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 431 | $59K |
| Brooklyn FI, LLC | 0.01% | New | 426 | $58K |
| Essential Partners LLC | 0.03% | No change | 424 | $58K |
| Fiduciary Financial Advisors | 0.01% | New | 405 | $55K |
| Pacific Center for Financial Services | 0.01% | No change | 400 | $55K |
| Sankala Group LLC | 0.04% | No change | 385 | $53K |
| Millstone Evans Group, LLC | 0.03% | No change | 388 | $53K |
| Sage Mountain Advisors LLC | 0.00% | No change | 377 | $51K |
| Caldwell Trust Co | 0.00% | Add +23.3% | 376 | $51K |
| Cape Investment Advisory, Inc. | 0.01% | New | 374 | $51K |
| First PREMIER Bank | 0.01% | No change | 370 | $51K |
| JPL Wealth Management, LLC | 0.01% | No change | 367 | $50K |
| IAG Wealth Partners, LLC | 0.00% | No change | 350 | $48K |
| Vanguard Advisers Inc. | 0.00% | Reduce -0.9% | 334 | $46K |
| SJS Investment Consulting Inc. | 0.00% | No change | 332 | $45K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 320 | $44K |
| Trifecta Capital Advisors, LLC | 0.01% | New | 320 | $44K |
| Abound Wealth Management | 0.01% | Reduce -16.3% | 318 | $43K |
| Independence Bank of Kentucky | 0.00% | No change | 318 | $43K |
| Fortis Group Advisors, LLC | 0.01% | No change | 317 | $43K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 310 | $42K |
| Trust Co. of Toledo NA | 0.00% | No change | 303 | $41K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 300 | $41K |
| Evermay Wealth Management LLC | 0.00% | No change | 293 | $40K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -70.2% | 290 | $40K |
| Godfrey Financial Associates, Inc. | 0.03% | Add +0.4% | 279 | $38K |
| Monetary Solutions, Ltd | 0.03% | No change | 276 | $38K |
| Capital Investment Counsel, Inc | 0.00% | No change | 268 | $37K |
| Fairman Group, LLC | 0.03% | Add +6.0% | 267 | $36K |
| Deutsche Bank AG | 0.00% | No change | 250 | $34K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 250 | $34K |
| Palouse Capital Management, Inc. | 0.02% | No change | 244 | $33K |
| Assetmark, Inc. | 0.00% | Add +2.6% | 240 | $33K |
| Triumph Capital Management | 0.01% | Add +0.4% | 236 | $32K |
| Cornerstone Financial Management LLC | 0.02% | No change | 227 | $31K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +530.6% | 227 | $31K |
| Bullock Wealth Management Group | 0.01% | Add +0.5% | 225 | $31K |
| Signaturefd, LLC | 0.00% | No change | 225 | $31K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $31K |
| Merrithew & Thorsten Inc | 0.03% | Add +0.5% | 222 | $30K |
| Corsicana & Co. | 0.01% | No change | 216 | $30K |
| Barclays PLC | 0.00% | Reduce -50.0% | 215 | $29K |
| Hughes Financial Services, LLC | 0.00% | No change | 211 | $29K |
| Founders Capital Management | 0.01% | New | 207 | $28K |
| CX Institutional | 0.00% | Add +0.5% | 202 | $28K |
| Abound Financial, LLC | 0.01% | No change | 200 | $27K |
| United Financial Planning Group LLC | 0.01% | No change | 199 | $27K |
| Noble Wealth Management PBC | 0.01% | No change | 180 | $25K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 180 | $25K |
| Rice Partnership, LLC | 0.00% | Reduce -34.8% | 174 | $24K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 164 | $22K |
| Advocate Investing Services LLC | 0.02% | No change | 158 | $22K |
| First United Bank & Trust | 0.01% | No change | 150 | $21K |
| Eastern Bank | 0.00% | No change | 150 | $21K |
| Tucker Asset Management LLC | 0.00% | No change | 142 | $19K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -25.3% | 130 | $18K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 128 | $17K |
| Wagner Wealth Management, LLC | 0.00% | No change | 126 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Add +3.5% | 118 | $16K |
| Pacifica Partners Inc. | 0.00% | No change | 118 | $16K |
| Golden State Wealth Management, LLC | 0.00% | No change | 111 | $15K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 110 | $15K |
| NorthAvenue LLC | 0.01% | No change | 102 | $14K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 100 | $14K |
| Towne Trust Company, N.A | 0.00% | No change | 100 | $14K |
| MTM Investment Management, LLC | 0.00% | No change | 90 | $12K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 89 | $12K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 84 | $11K |
| Principia Wealth Advisory, LLC | 0.01% | Reduce -40.3% | 83 | $11K |
| Sittner & Nelson, LLC | 0.00% | No change | 81 | $11K |
| Trust Co. of Vermont | 0.00% | — | 77 | $11K |
| Proffitt & Goodson Inc. | 0.00% | No change | 75 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 68 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 66 | $9K |
| Imprint Wealth LLC | 0.03% | No change | 62 | $8K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 61 | $8K |
| Ballast Advisors LLC | 0.00% | No change | 60 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 60 | $8K |
| Bank of New Hampshire | 0.00% | No change | 52 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 52 | $7K |
| Winthrop Capital Management, LLC | 0.00% | Reduce -96.5% | 53 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 50 | $7K |
| RMG Wealth Management LLC | 0.00% | No change | 47 | $7K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -48.5% | 35 | $5K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | No change | 34 | $5K |
| Realta Investment Advisors | 0.00% | Reduce -42.3% | 30 | $4K |
| Vima LLC | 0.00% | — | 30 | $4K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -50.8% | 30 | $4K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 26 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 26 | $4K |
| Dunhill Financial, LLC | 0.00% | Reduce -44.4% | 25 | $3K |
| Nvwm, LLC | 0.00% | No change | 24 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 22 | $3K |
| Graney & King, LLC | 0.00% | New | 21 | $3K |
| Piedmont Capital Management, LLC | 0.00% | No change | 21 | $3K |
| Register Financial Advisors LLC | 0.00% | Reduce -89.0% | 21 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 20 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 17 | $2K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 24 | $2K |
| Kozak & Associates, Inc. | 0.00% | Add +7.7% | 14 | $2K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 13 | $2K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 5 | $1K |
| Compass Financial Management LLC | 0.00% | — | 6 | $842 |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 5 | $684 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 5 | $683 |
| Angeles Wealth Management, LLC | 0.00% | New | 2 | $273 |
| Financial Gravity Companies, Inc. | 0.00% | — | 1 | $137 |
| Cambient Family Office, LLC | 0.00% | No change | 1 | $120 |
"% 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.