iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q1 2024 (March 31)678holders
2famous investors
$130.69avg. 13F price*
At the end of Q1 2024, 678 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings. The largest holders were Morgan Stanley ($418.0M), Bank of America Corp. ($240.4M) and FMR LLC ($174.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares S&P Small-Cap 600 GR
- CUSIP
- 464287887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $46.9M |
| Exits | 32 | $10.9M |
Ownership 678 holders
| Morgan Stanley | 0.03% | Reduce -0.8% | 3,197,109 | $418.0M |
| Bank of America Corp. | 0.02% | Add +8.4% | 1,839,251 | $240.4M |
| FMR LLC | 0.01% | Add +25.3% | 1,337,842 | $174.9M |
| Wells Fargo & Company | 0.04% | Add +0.3% | 1,209,103 | $158.1M |
| UBS Group AG | 0.05% | Add +15.1% | 1,117,322 | $146.1M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -20.6% | 1,105,120 | $144.5M |
| LPL Financial LLC | 0.05% | Add +3.0% | 769,335 | $100.6M |
| M&T Bank Corp | 0.23% | Reduce -6.5% | 511,929 | $66.9M |
| Ameriprise Financial Inc. | 0.02% | Add +7.5% | 511,221 | $66.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.4% | 456,581 | $59.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -0.3% | 441,448 | $57.7M |
| Glenmede Trust Co. NA | 0.25% | Reduce -1.8% | 379,282 | $49.6M |
| Commonwealth Equity Services, LLC | 0.08% | Add +0.1% | 366,948 | $48.0M |
| Royal Bank of Canada | 0.01% | Add +2.9% | 359,173 | $47.0M |
| One Capital Management, LLC | 1.54% | Add +3.1% | 325,578 | $42.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.1% | 311,485 | $40.7M |
| HighTower Advisors, LLC | 0.06% | Add +27.4% | 289,493 | $37.9M |
| Cerity Partners LLC | 0.09% | Add +7.9% | 258,964 | $33.9M |
| SPC Financial, Inc. | 2.45% | Add +0.6% | 199,487 | $26.1M |
| Beaumont Financial Advisors, LLC | 2.12% | Add +4.0% | 196,964 | $25.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.7% | 195,109 | $25.5M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -20.0% | 194,646 | $25.4M |
| Moneta Group Investment Advisors LLC | 0.41% | Add +44.9% | 193,661 | $25.3M |
| Falcon Wealth Planning | 3.93% | Add +4.0% | 189,652 | $24.8M |
| Captrust Financial Advisors | 0.08% | Reduce -4.2% | 176,323 | $23.1M |
| Mariner, LLC | 0.05% | Reduce -7.8% | 169,038 | $22.1M |
| GHP Investment Advisors, Inc. | 1.09% | Reduce -0.4% | 168,156 | $22.0M |
| Stifel Financial Corp. | 0.02% | Reduce -16.6% | 162,324 | $21.2M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -7.8% | 162,281 | $21.2M |
| Heartwood Wealth Advisors LLC | 2.60% | New | 161,684 | $21.1M |
| World Investment Advisors | 2.94% | Add +666.1% | 157,238 | $20.6M |
| Truist Financial Corp. | 0.03% | Reduce -2.0% | 152,225 | $19.9M |
| Raymond James & Associates | 0.01% | Reduce -2.0% | 146,093 | $19.1M |
| Focus Partners Wealth | 0.15% | Add +82.0% | 144,205 | $18.9M |
| Cetera Investment Advisers | 0.04% | Add +120.2% | 142,905 | $18.7M |
| Correct Capital Wealth Management | 4.20% | Reduce -0.9% | 138,983 | $18.2M |
| Lido Advisors, LLC | 0.16% | Add +239.5% | 137,781 | $18.0M |
| Avantax Advisory Services, Inc. | 0.15% | Add +24.5% | 128,917 | $16.9M |
| Bank of New York Mellon Corp | 0.00% | Add +161.4% | 128,631 | $16.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -72.6% | 125,623 | $16.4M |
| Schneider Downs Wealth Management Advisors, LP | 3.51% | Add +7.9% | 116,344 | $15.2M |
| Osaic Holdings, Inc. | 0.03% | Add +2.1% | 114,539 | $15.0M |
| Corient Private Wealth LP | 0.03% | Reduce -0.7% | 114,179 | $14.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.92% | Reduce -0.8% | 110,695 | $14.5M |
| Pinnacle Financial Partners Inc | 0.31% | Add +4.0% | 110,307 | $14.4M |
| Sterling Financial Planning, Inc. | 5.75% | Add +0.2% | 108,464 | $14.2M |
| Salomon & Ludwin, LLC | 1.21% | Reduce -2.2% | 107,573 | $14.1M |
| Probity Advisors, Inc. | 2.80% | Reduce -0.2% | 103,543 | $13.5M |
| Palisades Hudson Asset Management, L.P. | 6.08% | Reduce -1.6% | 102,189 | $13.4M |
| US Bancorp \de | 0.02% | Reduce -3.4% | 101,391 | $13.3M |
| RTD Financial Advisors, Inc. | 1.77% | Add +1.6% | 100,473 | $13.1M |
| Texas Yale Capital Corp. | 0.56% | No change | 95,791 | $12.5M |
| M Holdings Securities, Inc. | 1.93% | Add +6.4% | 87,630 | $11.5M |
| Jones Financial Companies LLLP | 0.02% | Reduce -0.1% | 85,775 | $11.2M |
| Keybank National Association | 0.04% | Reduce -7.1% | 82,330 | $10.8M |
| Savant Capital, LLC | 0.12% | Reduce -9.4% | 79,746 | $10.4M |
| Capital Advisors, Ltd. LLC | 1.36% | Add +2.5% | 79,621 | $10.4M |
| MAI Capital Management | 0.11% | Add +4.9% | 77,655 | $10.2M |
| Creative Planning | 0.01% | Reduce -0.2% | 76,896 | $10.1M |
| UMB Bank, n.a. | 0.15% | Reduce -1.9% | 73,633 | $9.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +2.1% | 71,365 | $9.3M |
| Rodgers & Associates, LTD | 1.19% | Reduce -3.0% | 70,743 | $9.2M |
| Fifth Third Bancorp | 0.04% | Add +0.6% | 70,404 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +12.0% | 70,005 | $9.2M |
| Franklin Resources Inc. | 0.00% | Add +6.7% | 67,993 | $8.9M |
| Pittenger & Anderson Inc. | 0.35% | Add +20.7% | 65,700 | $8.6M |
| Equitable Holdings, Inc. | 0.10% | Add +7.6% | 64,593 | $8.4M |
| SOA Wealth Advisors, LLC. | 1.71% | Reduce -3.6% | 63,084 | $8.2M |
| Prospera Financial Services Inc | 0.24% | Reduce -2.4% | 62,264 | $8.1M |
| Cassaday & Co Wealth Management LLC | 0.26% | Reduce -0.9% | 61,705 | $8.1M |
| Etfidea, LLC | 2.66% | Add +0.9% | 59,705 | $7.8M |
| MML Investors Services, LLC | 0.03% | Add +3.1% | 58,958 | $7.7M |
| Regions Financial Corp. | 0.06% | Reduce -2.8% | 58,889 | $7.7M |
| Ifrah Financial Services, Inc. | 2.01% | Add +1.4% | 54,859 | $7.2M |
| Chicago Partners Investment Group LLC | 0.30% | Reduce -0.4% | 56,880 | $7.2M |
| Wilmington Savings Fund Society, FSB | 0.27% | — | 54,545 | $7.1M |
| Stratos Wealth Advisors, LLC | 0.42% | Add +7.0% | 54,454 | $7.1M |
| Sigma Planning Corp | 0.22% | Add +162.8% | 54,295 | $7.1M |
| Polianta Ltd | 3.45% | New | 54,200 | $7.1M |
| Newton One Investments LLC | 3.09% | Add +2.8% | 53,820 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.5% | 53,527 | $7.0M |
| Cottage Street Advisors LLC | 4.08% | Reduce -0.2% | 51,676 | $6.8M |
| Mill Creek Capital Advisors, LLC | 0.18% | No change | 51,025 | $6.7M |
| Councilor Wealth, LLC | 3.23% | Reduce -9.8% | 49,408 | $6.5M |
| Centerpoint Advisors, LLC | 2.41% | Reduce -3.1% | 49,245 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +3.6% | 48,435 | $6.3M |
| Jmac Enterprises LLC | 1.17% | Add +2.5% | 48,184 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.6% | 47,381 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.30% | Add +150.7% | 45,663 | $6.0M |
| JFS Wealth Advisors, LLC | 0.47% | Add +24.8% | 45,618 | $6.0M |
| Great Lakes Advisors, LLC | 0.05% | Add +0.6% | 45,133 | $5.9M |
| Comerica Bank | 0.02% | Add +7.6% | 43,513 | $5.7M |
| Alaska Permanent Fund Corp | 0.08% | Reduce -86.0% | 41,459 | $5.4M |
| Clayton Financial Group LLC | 2.40% | Reduce -1.2% | 40,421 | $5.3M |
| Bokf, NA | 0.10% | Reduce -1.5% | 40,547 | $5.3M |
| Level Four Advisory Services, LLC | 0.29% | No change | 41,782 | $5.2M |
| Inspire Trust Co, N.A. | 2.90% | Add +61.2% | 39,663 | $5.2M |
| Bank of Montreal | 0.00% | Reduce -2.7% | 39,336 | $5.1M |
| Asset Management Group, Inc. | 0.78% | Reduce -0.1% | 39,360 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +21.0% | 39,209 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -0.1% | 38,888 | $5.1M |
| 1834 Investment Advisors Co. | 0.60% | Reduce -12.7% | 38,825 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.21% | Add +174.2% | 38,707 | $5.1M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +2.1% | 37,722 | $4.9M |
| Greenleaf Trust | 0.04% | Reduce -1.8% | 36,886 | $4.8M |
| Dumont & Blake Investment Advisors LLC | 1.37% | Reduce -0.3% | 36,419 | $4.8M |
| Prudential Financial Inc. | 0.01% | Reduce -32.3% | 35,299 | $4.6M |
| Sunbelt Securities, Inc. | 0.50% | Add +2.5% | 34,233 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | Add +44.5% | 34,203 | $4.5M |
| Citigroup Inc. | 0.00% | Reduce -13.0% | 34,052 | $4.5M |
| LTG Capital LLC | 3.78% | Reduce -0.4% | 32,377 | $4.4M |
| First Citizens Financial Corp | 2.59% | Reduce -0.2% | 33,361 | $4.4M |
| Guidance Point Advisors, LLC | 1.47% | Add +0.1% | 33,113 | $4.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -4.5% | 32,900 | $4.3M |
| Accretive Wealth Partners, LLC | 1.90% | Reduce -0.2% | 33,618 | $4.3M |
| Compound Planning, Inc. | 0.39% | Add +434.5% | 32,561 | $4.3M |
| First Horizon Advisors, Inc. | 0.13% | Add +1.6% | 32,401 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.4% | 32,398 | $4.2M |
| NBT Bank, N.A. | 0.30% | Add +20.1% | 31,465 | $4.1M |
| First Merchants Corp. | 0.30% | Reduce -21.0% | 30,942 | $4.0M |
| Northern Trust Corp. | 0.00% | Add +39.6% | 29,898 | $3.9M |
| Tower Research Capital LLC (TRC) | 0.09% | New | 28,851 | $3.8M |
| TD Private Client Wealth LLC | 0.12% | Reduce -1.4% | 28,643 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.8% | 28,457 | $3.7M |
| Financial Advocates Investment Management | 0.21% | Reduce -0.6% | 27,543 | $3.6M |
| Neumann Capital Management, LLC | 1.25% | Reduce -0.6% | 26,860 | $3.5M |
| Lake Street Private Wealth, LLC | 0.48% | New | 26,402 | $3.5M |
| First Hawaiian Bank | 0.11% | Reduce -17.2% | 26,194 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Add +54.7% | 25,958 | $3.4M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -12.7% | 25,945 | $3.4M |
| Harbor Advisory Corp. | 1.15% | Reduce -5.5% | 25,784 | $3.4M |
| Pacific Sun Financial Corp | 1.96% | Reduce -1.1% | 25,723 | $3.4M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.84% | Add +2.9% | 25,686 | $3.4M |
| Tobias Financial Advisors, Inc. | 0.75% | Reduce -0.7% | 25,268 | $3.3M |
| Watts Gwilliam & Co., LLC | 1.00% | — | 24,668 | $3.2M |
| Family Firm, Inc. | 0.77% | Add +5.7% | 24,140 | $3.2M |
| Blue Edge Capital, LLC | 0.52% | Reduce -0.3% | 23,802 | $3.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.7% | 23,347 | $3.1M |
| Soltis Investment Advisors LLC | 0.34% | Add +2.9% | 23,233 | $3.0M |
| BKM Wealth Management, LLC | 1.28% | Add +0.2% | 22,858 | $3.0M |
| Telos Capital Management, Inc. | 0.34% | Add +2.5% | 22,805 | $3.0M |
| NorthRock Partners, LLC | 0.11% | Reduce -3.8% | 22,780 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.3% | 22,587 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Reduce -0.0% | 22,404 | $2.9M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +1.4% | 22,061 | $2.9M |
| Smith Anglin Financial, LLC | 0.30% | Reduce -7.0% | 21,947 | $2.9M |
| Broadview Financial Management, LLC | 2.03% | Reduce -1.1% | 21,347 | $2.8M |
| Forbes Financial Planning, Inc. | 2.38% | Reduce -3.7% | 21,174 | $2.8M |
| Hilltop Holdings Inc. | 0.31% | Reduce -18.3% | 21,098 | $2.8M |
| Northeast Financial Consultants Inc | 0.13% | Reduce -4.2% | 20,830 | $2.7M |
| PSI Advisors, LLC | 0.98% | Reduce -6.9% | 20,786 | $2.7M |
| Associated Banc-Corp | 0.09% | Add +5.6% | 20,651 | $2.7M |
| Quotient Wealth Partners, LLC | 0.10% | Reduce -45.9% | 20,576 | $2.7M |
| Larson Financial Group LLC | 0.21% | Add +767.6% | 20,397 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +11.2% | 20,385 | $2.7M |
| Oarsman Capital, Inc. | 0.63% | Reduce -0.3% | 20,239 | $2.6M |
| Trail Ridge Investment Advisors, LLC | 1.48% | Add +2.9% | 19,988 | $2.6M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -1.4% | 19,586 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.21% | Add +8.0% | 19,326 | $2.5M |
| Courier Capital LLC | 0.18% | Add +10.6% | 19,066 | $2.5M |
| Victory Financial Group, LLC | 1.43% | Reduce -19.9% | 18,426 | $2.4M |
| Crestwood Advisors Group, LLC | 0.05% | Add +13.0% | 18,087 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +58.0% | 17,906 | $2.3M |
| Pacific Financial Group Inc. | 1.60% | Add +3.4% | 17,694 | $2.3M |
| American Financial & Tax Strategies Inc. | 1.24% | Reduce -3.6% | 17,664 | $2.3M |
| Connecticut Wealth Management, LLC | 0.12% | Reduce -0.3% | 17,633 | $2.3M |
| Asset Dedication, LLC | 0.17% | Add +1.2% | 17,204 | $2.3M |
| Pathway Financial Advisors LLC | 0.61% | No change | 17,169 | $2.2M |
| Thomasville National Bank | 0.18% | Add +0.8% | 16,951 | $2.2M |
| MSH Capital Advisors LLC | 0.77% | Add +6.0% | 16,836 | $2.2M |
| Ullmann Wealth Partners Group, LLC | 0.32% | Add +0.6% | 16,589 | $2.2M |
| Strategic Wealth Partners Group, LLC | 0.24% | Reduce -2.7% | 16,414 | $2.1M |
| Arkadios Wealth Advisors | 0.17% | Reduce -7.1% | 16,293 | $2.1M |
| HB Wealth Management, LLC | 0.03% | No change | 15,965 | $2.1M |
| Norwood Financial Corp | 3.01% | No change | 15,953 | $2.1M |
| Parkside Financial Bank & Trust | 0.33% | Reduce -31.7% | 15,768 | $2.1M |
| DT Investment Partners, LLC | 0.19% | No change | 14,700 | $1.9M |
| Global Retirement Partners, LLC | 0.07% | Reduce -1.0% | 14,541 | $1.9M |
| LGL Partners, LLC | 0.31% | Add +0.1% | 14,178 | $1.9M |
| Tiemann Investment Advisors, LLC | 0.81% | Reduce -0.7% | 13,880 | $1.8M |
| White Lighthouse Investment Management Inc. | 0.36% | Reduce -0.9% | 13,656 | $1.8M |
| Ballentine Partners, LLC | 0.03% | Reduce -5.1% | 13,560 | $1.8M |
| Ironwood Financial, llc | 0.40% | Reduce -1.9% | 13,353 | $1.7M |
| Taylor Financial Group, Inc. | 1.32% | Add +0.6% | 13,308 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.3% | 13,367 | $1.7M |
| Vicus Capital | 0.16% | Add +10.1% | 13,259 | $1.7M |
| Parallel Advisors, LLC | 0.05% | Add +6.6% | 13,204 | $1.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.4% | 13,058 | $1.7M |
| Western Wealth Management, LLC | 0.13% | Add +6.0% | 13,031 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -6.3% | 12,855 | $1.7M |
| Becker Capital Management Inc. | 0.06% | Reduce -33.7% | 12,749 | $1.7M |
| Cranbrook Wealth Management, LLC | 0.42% | Add +0.0% | 12,558 | $1.6M |
| Sonata Capital Group Inc. | 0.74% | Add +45.7% | 12,438 | $1.6M |
| Brookstone Capital Management | 0.03% | Add +51.7% | 12,339 | $1.6M |
| Blair William & Co. | 0.01% | Reduce -2.8% | 12,333 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.27% | New | 12,327 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Add +0.4% | 12,051 | $1.6M |
| Park Place Capital Corp | 0.56% | Reduce -0.2% | 11,948 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.88% | Add +0.2% | 11,771 | $1.5M |
| Sovereign Investment Advisors, LLC | 0.52% | Add +0.2% | 11,437 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +10.0% | 11,210 | $1.5M |
| Ruggaard & Associates LLC | 0.69% | Reduce -0.5% | 11,080 | $1.4M |
| Rovin Capital /Ut/ | 0.59% | New | 11,050 | $1.4M |
| Beaumont Asset Management, L.L.C. | 0.96% | Reduce -3.1% | 11,024 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +1.6% | 10,884 | $1.4M |
| Dominguez Wealth Management Solutions, Inc. | 1.11% | Add +2.9% | 10,789 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -2.2% | 10,745 | $1.4M |
| Conning Inc. | 0.05% | No change | 10,695 | $1.4M |
| Whittier Trust Co. | 0.02% | Reduce -3.2% | 10,429 | $1.4M |
| Stephens Inc. | 0.02% | Add +18.4% | 10,344 | $1.4M |
| Ritter Daniher Financial Advisory LLC / DE | 0.44% | Add +9.8% | 10,135 | $1.3M |
| Regal Investment Advisors LLC | 0.09% | Add +2.3% | 10,105 | $1.3M |
| Evensky & Katz LLC | 0.09% | Add +0.1% | 10,103 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -12.8% | 10,000 | $1.3M |
| Wealthspire Advisors, LLC | 0.02% | No change | 9,885 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +3.6% | 9,735 | $1.3M |
| Willner & Heller, LLC | 1.26% | Reduce -0.1% | 9,654 | $1.3M |
| JNBA Financial Advisors | 0.13% | Reduce -6.5% | 9,642 | $1.3M |
| Renasant Bank | 0.89% | No change | 9,541 | $1.2M |
| Cwm, LLC | 0.01% | Add +25.1% | 9,422 | $1.2M |
| Midland Wealth Advisors, LLC | 0.08% | Reduce -11.4% | 9,370 | $1.2M |
| Capital Analysts, LLC | 0.06% | Reduce -0.1% | 9,356 | $1.2M |
| Principle Wealth Partners LLC | 0.10% | Add +7.3% | 9,321 | $1.2M |
| City Holding Co. | 0.18% | Add +1.2% | 9,094 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -22.6% | 8,890 | $1.2M |
| Lincoln National Corp. | 0.02% | Add +15.8% | 8,850 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.46% | Reduce -2.2% | 8,803 | $1.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.1% | 8,773 | $1.1M |
| Stevens Capital Partners | 0.68% | Reduce -2.3% | 8,726 | $1.1M |
| Bragg Financial Advisors, Inc | 0.05% | No change | 8,673 | $1.1M |
| Halpern Financial, Inc. | 0.32% | No change | 8,669 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +0.0% | 8,496 | $1.1M |
| Financial Alternatives, Inc | 0.84% | No change | 8,264 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -5.3% | 7,990 | $1.0M |
| Wesbanco Bank Inc. | 0.04% | New | 7,970 | $1.0M |
| Financial Management Network Inc. | 0.26% | Reduce -2.8% | 8,046 | $1.0M |
| Roberts Financial Services LLC | 0.21% | Reduce -5.0% | 7,817 | $1.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.29% | Add +1.6% | 7,813 | $1.0M |
| Financial Counselors Inc. | 0.02% | Add +9.4% | 7,780 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +260.6% | 7,703 | $1.0M |
| Paragon Private Wealth Management, LLC | 0.59% | No change | 7,626 | $997K |
| Acas, LLC | 0.96% | Reduce -1.0% | 7,581 | $991K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.5% | 7,458 | $975K |
| Raymond James Trust N.A. | 0.02% | Reduce -1.0% | 7,401 | $968K |
| RE Dickinson Investment Advisors, LLC | 0.60% | Reduce -87.5% | 7,354 | $961K |
| Acropolis Investment Management, LLC | 0.06% | Add +0.0% | 7,308 | $955K |
| WealthShield Partners, LLC | 0.15% | Reduce -7.2% | 7,284 | $952K |
| Sequent Asset Management, LLC | 0.50% | Reduce -8.4% | 7,255 | $949K |
| Lion Street Advisors, LLC | 0.38% | No change | 7,500 | $939K |
| Mutual Advisors, LLC | 0.03% | Reduce -5.1% | 7,166 | $937K |
| Key Financial Inc | 0.23% | Reduce -1.2% | 6,944 | $908K |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -9.7% | 6,873 | $899K |
| Novak & Powell Financial Services, Inc. | 0.67% | Reduce -46.3% | 6,833 | $893K |
| AdvisorNet Financial, Inc | 0.09% | Reduce -23.6% | 6,805 | $890K |
| IHT Wealth Management, LLC | 0.04% | Reduce -2.6% | 6,784 | $887K |
| Christensen, King & Associates Investment Services, Inc. | 0.44% | Reduce -0.1% | 6,721 | $879K |
| Legacy Trust | 0.22% | Reduce -21.8% | 6,703 | $876K |
| Joel Isaacson & Co., LLC | 0.05% | No change | 6,596 | $862K |
| Glass Jacobson Investment Advisors llc | 0.32% | Reduce -0.1% | 6,585 | $861K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -26.8% | 6,572 | $859K |
| Slow Capital, Inc. | 0.14% | Reduce -38.3% | 6,502 | $850K |
| Private Advisory Group LLC | 0.12% | Reduce -11.7% | 6,488 | $848K |
| Clearstead Advisors, LLC | 0.04% | Add +2.4% | 6,508 | $846K |
| Capital Square, LLC | 0.60% | New | 6,458 | $844K |
| Commerce Bank | 0.01% | No change | 6,373 | $833K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 6,350 | $830K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -35.7% | 6,342 | $829K |
| Money Concepts Capital Corp. | 0.07% | Add +29.5% | 6,202 | $811K |
| Moors & Cabot, Inc. | 0.04% | Add +32.0% | 6,185 | $809K |
| Whitaker-Myers Wealth Managers, LTD. | 0.34% | Reduce -51.9% | 6,179 | $808K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -9.3% | 6,088 | $796K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 6,014 | $786K |
| MCF Advisors LLC | 0.06% | Reduce -16.9% | 5,969 | $780K |
| Financial Consulate, Inc. | 0.22% | Reduce -17.2% | 5,757 | $753K |
| First Trust Advisors LP | 0.00% | Reduce -1.1% | 5,741 | $751K |
| Spreng Capital Management, Inc. | 0.40% | Add +192.3% | 5,624 | $735K |
| Pathstone Holdings, LLC | 0.00% | Add +115.9% | 5,571 | $729K |
| Signature Wealth Management Partners, LLC | 0.59% | No change | 5,537 | $724K |
| Montecito Bank & Trust | 0.14% | Reduce -2.6% | 5,528 | $723K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.6% | 5,487 | $717K |
| Ellis Investment Partners, LLC | 0.15% | Reduce -0.4% | 5,450 | $713K |
| Patten Group, Inc. | 0.17% | Add +40.3% | 5,310 | $694K |
| EFG Asset Management (Americas) Corp. | 0.21% | Add +5.2% | 5,287 | $691K |
| Private Trust Co. NA | 0.07% | Add +4.9% | 5,226 | $683K |
| TAGStone Capital, Inc. | 0.40% | Add +1.1% | 5,215 | $682K |
| VAUGHAN & Co SECURITIES, INC. | 0.43% | No change | 5,193 | $679K |
| Carl P. Sherr & Co., LLC | 0.38% | No change | 5,187 | $678K |
| DAVENPORT & Co LLC | 0.00% | No change | 5,152 | $673K |
| Main Street Financial Solutions, LLC | 0.07% | No change | 5,130 | $671K |
| Tritonpoint Wealth, LLC | 0.07% | Add +7.9% | 6,314 | $670K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.5% | 5,069 | $663K |
| Allen Investment Management, LLC | 0.01% | No change | 5,000 | $654K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.0% | 4,993 | $653K |
| Columbia Bank | 0.27% | — | 4,970 | $650K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 4,964 | $649K |
| Shoker Investment Counsel, Inc. | 0.23% | No change | 4,948 | $642K |
| Nwam LLC | 0.05% | Add +11.7% | 4,944 | $642K |
| Aspiriant, LLC | 0.03% | No change | 4,901 | $641K |
| Presilium Private Wealth, LLC | 0.17% | Reduce -1.2% | 4,886 | $639K |
| IFP Advisors, Inc | 0.03% | Add +67.9% | 4,849 | $634K |
| Front Row Advisors LLC | 0.23% | No change | 4,838 | $632K |
| Grove Bank & Trust | 0.11% | No change | 4,811 | $629K |
| Awm Capital, LLC | 0.10% | No change | 4,718 | $617K |
| Calton & Associates, Inc. | 0.30% | Reduce -9.8% | 4,682 | $612K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -2.0% | 4,659 | $609K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -0.0% | 4,656 | $609K |
| Performance Wealth Partners, LLC | 0.03% | No change | 4,622 | $604K |
| Inspirion Wealth Advisors, LLC | 0.10% | No change | 4,616 | $603K |
| Vanguard Group Inc. | 0.00% | Add +6.3% | 4,587 | $600K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.2% | 4,552 | $595K |
| Total Wealth Planning, LLC | 0.10% | Reduce -0.6% | 4,489 | $587K |
| Sprinkle Financial Consultants LLC | 0.49% | Add +0.2% | 4,433 | $580K |
| Citizens Financial Group Inc. | 0.02% | Add +2.0% | 4,418 | $578K |
| Callan Family Office, LLC | 0.14% | Add +6.5% | 4,414 | $577K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -7.1% | 4,601 | $577K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -42.7% | 4,502 | $573K |
| Citadel Advisors | 0.00% | Reduce -52.7% | 4,367 | $571K |
| Simmons Bank | 0.04% | No change | 4,354 | $569K |
| Ieq Capital, LLC | 0.01% | Add +0.0% | 4,348 | $568K |
| Vickerman Investment Advisors, Inc. | 0.18% | Reduce -0.8% | 4,333 | $566K |
| Vertex Planning Partners, LLC | 0.15% | Add +0.0% | 4,244 | $555K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.2% | 4,214 | $551K |
| Guidance Capital, Inc. | 0.20% | Reduce -38.7% | 4,454 | $551K |
| PCA Investment Advisory Services Inc. | 0.31% | Add +18.8% | 4,179 | $546K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.6% | 4,150 | $543K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +7.5% | 4,889 | $538K |
| Wedmont Private Capital | 0.04% | Add +0.0% | 4,116 | $532K |
| Investmark Advisory Group LLC | 0.29% | Reduce -4.3% | 4,065 | $531K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.1% | 4,059 | $531K |
| Operose Advisors LLC | 0.18% | New | 4,051 | $530K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +10.4% | 4,020 | $526K |
| TBH Global Asset Management, LLC | 0.10% | Add +0.1% | 3,964 | $518K |
| Hancock Whitney Corp. | 0.02% | No change | 3,880 | $507K |
| One Day In July LLC | 0.07% | Add +8.4% | 3,878 | $507K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.8% | 3,872 | $506K |
| Waverly Advisors, LLC | 0.01% | New | 3,864 | $505K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -4.3% | 3,847 | $503K |
| Cadence Bank | 0.04% | No change | 3,841 | $502K |
| Merit Financial Group, LLC | 0.01% | Add +15.5% | 3,917 | $500K |
| Summit Financial, LLC | 0.03% | Add +0.7% | 3,764 | $492K |
| FC Advisory LLC | 0.18% | Add +0.1% | 3,667 | $479K |
| Plante Moran Financial Advisors, LLC | 0.05% | No change | 3,611 | $472K |
| Capital Investment Advisors, LLC | 0.01% | No change | 3,602 | $471K |
| TruWealth Advisors, LLC | 0.03% | New | 3,589 | $469K |
| 9258 Wealth Management, LLC | 0.07% | Reduce -3.4% | 3,568 | $466K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -17.4% | 3,592 | $466K |
| Tyche Wealth Partners LLC | 0.11% | Add +0.0% | 3,544 | $463K |
| Saxon Interests, Inc. | 0.22% | Add +72.0% | 3,531 | $462K |
| TCTC Holdings, LLC | 0.02% | No change | 3,500 | $458K |
| Boston Financial Mangement LLC | 0.01% | Reduce -3.0% | 3,496 | $457K |
| Wellspring Financial Advisors, LLC | 0.07% | Add +0.8% | 3,456 | $452K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 3,446 | $450K |
| Goodwin Investment Advisory | 0.21% | Reduce -0.5% | 3,413 | $446K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Add +10.8% | 3,366 | $440K |
| Flputnam Investment Management Co. | 0.01% | Reduce -6.0% | 3,336 | $436K |
| Trueblood Wealth Management, LLC | 0.25% | No change | 3,293 | $430K |
| Compass Ion Advisors, LLC | 0.06% | Add +0.0% | 3,286 | $430K |
| Bangor Savings Bank | 0.04% | No change | 3,250 | $425K |
| Principal Securities, Inc. | 0.01% | Add +3.3% | 3,189 | $417K |
| Maltin Wealth Management, Inc. | 0.23% | Add +10.0% | 3,160 | $413K |
| Quadrant Capital Group LLC | 0.03% | Add +166.6% | 3,159 | $413K |
| Sigma Investment Counselors Inc. | 0.03% | Add +0.1% | 3,138 | $410K |
| KMG Fiduciary Partners, LLC | 0.04% | No change | 3,119 | $408K |
| Concentric Wealth Management, LLC | 0.11% | No change | 3,080 | $403K |
| Eagle Strategies LLC | 0.09% | Add +4.7% | 3,054 | $399K |
| Full Sail Capital, LLC | 0.03% | No change | 3,050 | $399K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 3,040 | $397K |
| Atlantic Edge Private Wealth Management, LLC | 0.13% | No change | 2,994 | $391K |
| Fulton Bank, N.A. | 0.02% | Reduce -4.6% | 2,979 | $389K |
| Allworth Financial LP | 0.00% | Add +5.2% | 2,976 | $389K |
| D.A. Davidson & Co. | 0.00% | Add +76.6% | 2,955 | $386K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.1% | 2,912 | $381K |
| Spectrum Wealth Counsel, LLC | 0.05% | No change | 2,899 | $379K |
| SpiderRock Advisors, LLC | 0.01% | — | 3,010 | $377K |
| Atlas Brown,Inc. | 0.14% | Add +22.8% | 2,869 | $375K |
| Abbrea Capital, LLC | 0.05% | No change | 2,860 | $374K |
| Liberty Capital Management, Inc. | 0.09% | No change | 2,830 | $370K |
| NTV Asset Management LLC | 0.06% | No change | 2,812 | $368K |
| All Terrain Financial Advisors, LLC | 0.16% | No change | 2,803 | $366K |
| Synovus Financial Corp. | 0.00% | No change | 2,802 | $366K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,774 | $363K |
| First Western Trust Bank | 0.02% | No change | 2,764 | $361K |
| Dana Investment Advisors, Inc. | 0.01% | New | 2,736 | $358K |
| Sterling Investment Counsel, LLC | 0.16% | Reduce -6.9% | 2,730 | $357K |
| Essential Planning, LLC. | 0.18% | No change | 2,813 | $352K |
| Sensible Money, LLC | 0.19% | Add +15.6% | 2,669 | $349K |
| Breakwater Capital Group | 0.09% | No change | 2,665 | $348K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +63.4% | 2,619 | $342K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -5.8% | 2,612 | $341K |
| Corundum Group, Inc. | 0.16% | No change | 2,600 | $340K |
| Park Edge Advisors, LLC | 0.09% | No change | 2,600 | $340K |
| Bensler, LLC | 0.05% | Add +0.0% | 2,565 | $335K |
| Meridian Financial Advisors, LLC | 0.25% | Add +0.6% | 2,539 | $332K |
| Bessemer Group Inc. | 0.00% | No change | 2,525 | $330K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 2,520 | $329K |
| Choreo, LLC | 0.01% | Reduce -51.3% | 2,503 | $327K |
| Better Money Decisions, LLC | 0.26% | New | 2,491 | $326K |
| Clear Investment Research, LLC | 0.44% | Add +2.0% | 2,478 | $324K |
| Bridges Investment Management Inc. | 0.01% | No change | 2,474 | $323K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.4% | 2,460 | $322K |
| CRA Financial Services, LLC | 0.07% | Add +1.6% | 2,436 | $318K |
| Paragon Capital Management Ltd | 0.06% | No change | 2,415 | $316K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.6% | 2,409 | $315K |
| ShoreHaven Wealth Partners, LLC | 0.17% | Reduce -1.8% | 2,404 | $314K |
| First Wilshire Securities Management Inc. | 0.09% | No change | 2,400 | $314K |
| Evergreen Private Wealth LLC | 0.16% | Reduce -14.9% | 2,392 | $313K |
| Argent Trust Co | 0.01% | No change | 2,378 | $311K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +14.9% | 2,377 | $311K |
| Venture Visionary Partners LLC | 0.01% | Add +1.6% | 2,374 | $310K |
| YHB Investment Advisors, Inc. | 0.03% | Add +1.1% | 2,371 | $310K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,350 | $307K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,348 | $307K |
| Spirepoint Private Client, LLC | 0.05% | — | 2,336 | $305K |
| Prosperity Planning, Inc. | 0.15% | Add +0.8% | 2,335 | $305K |
| Summit Financial Group, Inc. | 0.11% | Reduce -2.5% | 2,330 | $305K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.5% | 2,330 | $305K |
| WealthTrust Axiom LLC | 0.10% | Reduce -13.1% | 2,320 | $303K |
| Dearborn Partners LLC | 0.01% | Add +1.3% | 2,736 | $302K |
| Rainey & Randall Wealth Advisors Inc. | 0.07% | No change | 2,309 | $302K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -8.3% | 2,307 | $302K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -4.7% | 2,307 | $302K |
| Ackerman Capital Advisors, LLC | 0.08% | No change | 2,300 | $301K |
| 49 Wealth Management, LLC | 0.06% | Add +1.5% | 2,315 | $300K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -16.4% | 2,293 | $300K |
| Heritage Wealth Advisors | 0.01% | No change | 2,288 | $299K |
| GFG Capital, LLC | 0.08% | Add +6.3% | 2,282 | $298K |
| Security National Bank | 0.04% | No change | 2,265 | $296K |
| Essex LLC | 0.07% | No change | 2,260 | $295K |
| Providence First Trust Co | 0.13% | No change | 2,250 | $294K |
| Apollon Financial, LLC | 0.10% | No change | 2,250 | $294K |
| Carmichael Hill & Associates, Inc. | 0.12% | Reduce -18.6% | 2,231 | $292K |
| Cambridge Financial Group, LLC | 0.14% | Add +2.1% | 2,230 | $292K |
| Capital Market Strategies LLC | 0.22% | Add +33.3% | 2,229 | $291K |
| Warner Financial, Inc. | 0.15% | New | 2,225 | $291K |
| Arvest Trust Co. N A | 0.02% | No change | 2,204 | $288K |
| Clarity Asset Management, Inc. | 0.20% | Add +0.2% | 2,200 | $288K |
| Pioneer Trust Bank N A | 0.08% | No change | 2,200 | $288K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -13.7% | 2,161 | $282K |
| Curi Capital, LLC | 0.01% | Add +2.1% | 2,157 | $282K |
| West Coast Financial LLC | 0.03% | No change | 2,152 | $281K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 2,150 | $281K |
| Prospect Financial Services LLC | 0.23% | New | 2,143 | $280K |
| Keel Point, LLC | 0.03% | Add +1.1% | 2,131 | $279K |
| Advisors Capital Management, LLC | 0.01% | Reduce -10.4% | 2,082 | $272K |
| Pure Financial Advisors, LLC | 0.01% | No change | 2,067 | $270K |
| Advisory Alpha, LLC | 0.01% | Add +1.6% | 2,046 | $267K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,039 | $267K |
| Graypoint LLC | 0.02% | No change | 2,030 | $265K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.4% | 2,023 | $264K |
| Uptick Partners, LLC | 0.20% | Reduce -3.0% | 2,018 | $264K |
| Valmark Advisers, Inc. | 0.00% | Add +13.3% | 2,013 | $263K |
| Renaissance Technologies | 0.00% | New | 2,000 | $261K |
| Sage Financial Management Group, Inc. | 0.12% | No change | 1,992 | $260K |
| Betterment LLC | 0.00% | Add +5.4% | 1,986 | $260K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -1.7% | 1,978 | $259K |
| Community Financial Services Group, LLC | 0.06% | — | 1,965 | $257K |
| Eight 31 Financial, LLC | 0.16% | Reduce -4.8% | 1,962 | $256K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 1,944 | $254K |
| Eagle Bay Advisors LLC | 0.16% | Add +10.8% | 1,942 | $254K |
| Old National Bancorp | 0.01% | No change | 1,938 | $253K |
| Norway Savings Bank | 0.11% | Reduce -25.8% | 1,936 | $253K |
| Executive Wealth Management, LLC | 0.02% | New | 1,948 | $253K |
| Essex Financial Services, Inc. | 0.02% | New | 1,934 | $253K |
| LaFleur & Godfrey LLC | 0.04% | No change | 1,902 | $249K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.1% | 1,888 | $247K |
| Nilsine Partners, LLC | 0.03% | Reduce -8.0% | 1,885 | $246K |
| Capital City Trust Co. | 0.07% | No change | 1,880 | $246K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,860 | $243K |
| Compton Wealth Advisory Group, LLC | 0.07% | No change | 1,845 | $241K |
| First Financial Bank - Trust Division | 0.02% | No change | 1,844 | $241K |
| Security National Bank of So Dak | 0.14% | No change | 1,838 | $240K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -27.6% | 1,825 | $239K |
| PFG Advisors | 0.02% | Add +2.3% | 1,823 | $238K |
| United Community Bank | 0.09% | No change | 1,823 | $238K |
| Chemung Canal Trust Co. | 0.05% | Reduce -27.1% | 1,822 | $238K |
| GC Wealth Management RIA, LLC | 0.05% | New | 1,815 | $237K |
| Brighton Jones LLC | 0.01% | Reduce -36.2% | 1,812 | $237K |
| Optimist Retirement Group LLC | 0.12% | Add +0.2% | 1,810 | $237K |
| Bromfield Sneider Wealth Advisors | 0.15% | No change | 1,807 | $236K |
| Motco | 0.01% | Reduce -0.7% | 1,796 | $235K |
| Avior Wealth Management, LLC | 0.01% | Reduce -5.2% | 1,779 | $233K |
| Valley National Advisers Inc. | 0.04% | No change | 1,780 | $232K |
| PFG Private Wealth Management, LLC | 0.15% | No change | 1,766 | $231K |
| Cornell Pochily Investment Advisors, Inc. | 0.09% | Add +0.1% | 1,752 | $229K |
| Bar Harbor Wealth Management | 0.02% | Reduce -3.5% | 1,735 | $227K |
| Central Bank & Trust Co. | 0.03% | No change | 1,734 | $227K |
| Imprint Wealth LLC | 0.05% | New | 1,726 | $224K |
| Mgo One Seven LLC | 0.01% | Reduce -70.2% | 1,708 | $223K |
| Mather Group, Llc. | 0.00% | Reduce -5.8% | 1,767 | $221K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,683 | $220K |
| First Citizens Asset Management, Inc. | 0.08% | Reduce -1.8% | 1,673 | $219K |
| Heritage Financial Services, LLC | 0.03% | New | 1,670 | $218K |
| First United Bank & Trust | 0.08% | No change | 1,670 | $218K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.7% | 1,653 | $216K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 1,650 | $216K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -5.3% | 1,640 | $214K |
| Beaton Management Co. Inc. | 0.12% | No change | 1,640 | $214K |
| Capital Investment Counsel, LLC | 0.05% | New | 1,619 | $212K |
| Gen-Wealth Partners Inc | 0.10% | — | 1,618 | $212K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -10.2% | 1,608 | $211K |
| HFG Advisors, Inc. | 0.19% | No change | 1,610 | $210K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,600 | $209K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,600 | $209K |
| Cabot Wealth Management Inc. | 0.03% | New | 1,589 | $208K |
| White Knight Strategic Wealth Advisors, LLC | 0.21% | Reduce -7.7% | 1,582 | $207K |
| Synergy Asset Management, LLC | 0.03% | New | 1,571 | $205K |
| Unionview, LLC | 0.17% | New | 1,566 | $205K |
| Confluence Wealth Services, Inc. | 0.02% | New | 1,562 | $204K |
| Ironwood Investment Counsel, LLC | 0.04% | New | 1,559 | $204K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,555 | $203K |
| &partners | 0.03% | New | 1,550 | $203K |
| Garde Capital, Inc. | 0.01% | Reduce -6.8% | 1,552 | $202K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -12.0% | 1,492 | $195K |
| MV Capital Management, Inc. | 0.02% | No change | 1,435 | $188K |
| Roble, Belko & Company, Inc | 0.03% | No change | 1,420 | $186K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,411 | $184K |
| Element Wealth, LLC | 0.11% | No change | 1,395 | $182K |
| Trust Co. of Vermont | 0.01% | No change | 1,374 | $180K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,346 | $176K |
| SouthState Bank Corp | 0.01% | No change | 1,325 | $173K |
| Harbor Investment Advisory, LLC | 0.02% | Add +148.0% | 1,307 | $171K |
| MidAtlantic Capital Management, Inc. | 0.14% | No change | 1,255 | $164K |
| Investment Research & Advisory Group, Inc. | 0.08% | No change | 1,252 | $164K |
| Financial Freedom, LLC | 0.09% | Add +0.2% | 1,165 | $152K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,200 | $148K |
| National Bank of Canada | 0.00% | No change | 1,138 | $148K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.2% | 1,115 | $146K |
| Windsor Advisory Group, LLC | 0.41% | No change | 1,104 | $144K |
| HM Payson & Co. | 0.00% | No change | 1,101 | $144K |
| Aptus Capital Advisors, LLC | 0.00% | Add +53550.0% | 1,073 | $140K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -19.4% | 1,072 | $140K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.1% | 1,071 | $140K |
| Transcendent Capital Group LLC | 0.08% | Add +0.5% | 1,046 | $137K |
| Macroview Investment Management LLC | 0.15% | Add +3.5% | 1,039 | $136K |
| Cambridge Trust Co. | 0.01% | No change | 1,030 | $135K |
| Hilltop National Bank | 0.04% | — | 1,010 | $132K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,008 | $132K |
| CENTRAL TRUST Co | 0.00% | Reduce -2.5% | 987 | $129K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $128K |
| Sandy Spring Bank | 0.01% | Reduce -20.0% | 941 | $123K |
| Mechanics Financial Corp | 0.06% | No change | 916 | $120K |
| Evermay Wealth Management LLC | 0.02% | No change | 913 | $119K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +29.4% | 912 | $118K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +376.6% | 896 | $117K |
| Stephens Consulting, LLC | 0.04% | Add +239.6% | 883 | $115K |
| Bogart Wealth, LLC | 0.01% | Reduce -9.6% | 849 | $111K |
| Tidemark, LLC | 0.06% | No change | 840 | $110K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.6% | 832 | $109K |
| Logan Capital Management Inc. | 0.00% | No change | 828 | $108K |
| Blue Trust, Inc. | 0.00% | Reduce -34.7% | 821 | $107K |
| Chilton Capital Management LLC | 0.01% | No change | 800 | $105K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 730 | $95K |
| Phillips Financial Management, LLC | 0.01% | No change | 701 | $92K |
| Atwood & Palmer Inc. | 0.01% | No change | 658 | $86K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 638 | $83K |
| Private Ocean, LLC | 0.01% | No change | 620 | $81K |
| First Financial Corp. | 0.04% | No change | 600 | $78K |
| Salem Investment Counselors Inc. | 0.00% | No change | 596 | $78K |
| Continuum Advisory, LLC | 0.01% | New | 592 | $77K |
| CoreCap Advisors, LLC | 0.00% | New | 590 | $77K |
| Financial Perspectives, Inc | 0.03% | Add +0.2% | 540 | $71K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 540 | $71K |
| Country Trust Bank | 0.00% | No change | 524 | $69K |
| Caldwell Trust Co | 0.01% | No change | 514 | $67K |
| Peachtree Investment Partners, LLC | 0.03% | Add +0.2% | 511 | $67K |
| Lindbrook Capital, LLC | 0.01% | No change | 508 | $66K |
| Retirement Group, LLC | 0.02% | No change | 500 | $65K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -5.5% | 482 | $63K |
| Acima Private Wealth, LLC | 0.02% | No change | 470 | $61K |
| Colonial Trust Advisors | 0.01% | Add +5.4% | 467 | $61K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | New | 465 | $61K |
| Insight Inv LLC | 0.05% | No change | 426 | $56K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 408 | $53K |
| Smithfield Trust Co | 0.00% | Reduce -42.1% | 402 | $53K |
| Clean Yield Group | 0.02% | No change | 400 | $52K |
| Citizens National Bank Trust Department | 0.01% | No change | 400 | $52K |
| Concord Wealth Partners | 0.01% | Add +0.3% | 392 | $51K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 390 | $51K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -14.7% | 376 | $49K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 375 | $49K |
| Spire Wealth Management | 0.00% | Reduce -6.7% | 363 | $47K |
| Rise Advisors, LLC | 0.03% | Add +0.3% | 363 | $47K |
| Realta Investment Advisors | 0.01% | New | 354 | $46K |
| Founders Capital Management | 0.03% | No change | 341 | $45K |
| Robinswood Financial LLC | 0.02% | No change | 342 | $44K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -8.6% | 339 | $44K |
| Rothschild Investment LLC | 0.00% | No change | 324 | $42K |
| Perkins Coie Trust Co | 0.01% | No change | 312 | $41K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -45.1% | 309 | $40K |
| Founders Financial Alliance, LLC | 0.01% | No change | 294 | $38K |
| Independence Bank of Kentucky | 0.01% | No change | 280 | $37K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 269 | $35K |
| Pacifica Partners Inc. | 0.01% | New | 266 | $34K |
| Horizons Wealth Management | 0.02% | No change | 270 | $34K |
| Bank of New Hampshire | 0.01% | Add +35.8% | 258 | $34K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 252 | $33K |
| True Wealth Design, LLC | 0.01% | Reduce -20.0% | 240 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 237 | $31K |
| Palouse Capital Management, Inc. | 0.02% | New | 232 | $30K |
| EPG Wealth Management LLC | 0.01% | No change | 224 | $29K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $29K |
| Montag A & Associates Inc. | 0.00% | New | 218 | $29K |
| BlackRock Inc. | 0.00% | No change | 202 | $26K |
| Kelly Financial Services LLC | 0.01% | No change | 201 | $26K |
| Perritt Capital Management Inc | 0.01% | No change | 200 | $26K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 200 | $26K |
| TruNorth Capital Management, LLC | 0.01% | — | 200 | $26K |
| TFC Financial Management, Inc. | 0.00% | No change | 200 | $26K |
| Sittner & Nelson, LLC | 0.01% | No change | 187 | $24K |
| Wolff Wiese Magana LLC | 0.02% | No change | 174 | $23K |
| CNB Bank | 0.01% | No change | 164 | $21K |
| Albion Financial Group | 0.00% | Add +0.6% | 160 | $21K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 159 | $21K |
| Matrix Private Capital Group LLC | 0.01% | Reduce -55.9% | 158 | $21K |
| Woodmont Investment Counsel LLC | 0.00% | New | 155 | $20K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 154 | $20K |
| Signaturefd, LLC | 0.00% | Reduce -54.5% | 153 | $20K |
| Core Wealth Advisors, Inc. | 0.01% | No change | 150 | $20K |
| Assetmark, Inc. | 0.00% | Add +52.6% | 145 | $19K |
| Legacy Bridge, LLC | 0.01% | No change | 136 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1842.9% | 136 | $18K |
| Addison Advisors LLC | 0.01% | No change | 130 | $17K |
| North Star Investment Management Corp. | 0.00% | No change | 127 | $17K |
| Tortoise Investment Management, LLC | 0.00% | No change | 124 | $16K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -85.1% | 120 | $16K |
| Crewe Advisors LLC | 0.00% | New | 118 | $15K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +29.9% | 113 | $15K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 112 | $15K |
| Avalon Trust Co | 0.00% | No change | 108 | $14K |
| Creative Capital Management Investments LLC | 0.01% | No change | 104 | $14K |
| Heck Capital Advisors, LLC | 0.00% | No change | 103 | $13K |
| Ballast Advisors LLC | 0.00% | No change | 102 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -95.0% | 106 | $13K |
| Tyler-Stone Wealth Management | 0.01% | No change | 100 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 96 | $13K |
| Archer Investment Corp | 0.00% | No change | 92 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 92 | $12K |
| Bfsg, LLC | 0.00% | New | 91 | $12K |
| Oakworth Capital, Inc. | 0.00% | No change | 88 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 86 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 80 | $10K |
| Sachetta, LLC | 0.00% | No change | 83 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | New | 75 | $10K |
| FSA Wealth Management LLC | 0.00% | No change | 73 | $10K |
| Abound Wealth Management | 0.00% | No change | 70 | $9K |
| Ancora Advisors LLC | 0.00% | Reduce -65.5% | 70 | $9K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 66 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Add +180.0% | 56 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 54 | $7K |
| NFSG Corp | 0.00% | Reduce -83.6% | 53 | $7K |
| West Branch Capital LLC | 0.00% | No change | 50 | $7K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 50 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 50 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 40 | $5K |
| Creative Financial Designs Inc. | 0.00% | Reduce -9.1% | 40 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 39 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 35 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 30 | $4K |
| Global Trust Asset Management, LLC | 0.00% | No change | 28 | $4K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -73.7% | 26 | $3K |
| Wiser Advisor Group LLC | 0.00% | No change | 23 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 20 | $3K |
| Union Savings Bank | 0.00% | No change | 20 | $3K |
| Private Capital Management LLC | 0.00% | New | 18 | $2K |
| Legend Financial Advisors, Inc. | 0.00% | Reduce -71.4% | 18 | $2K |
| Colonial Trust Co / SC | 0.00% | No change | 15 | $2K |
| M&R Capital Management Inc. | 0.00% | No change | 10 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 4 | $1K |
| Howe & Rusling Inc. | 0.00% | Reduce -68.2% | 7 | $916 |
| Fairman Group, LLC | 0.00% | No change | 6 | $784 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -78.6% | 6 | $747 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 4 | $523 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 3 | $392 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $286 |
| Kozak & Associates, Inc. | 0.00% | Reduce -98.6% | 2 | $263 |
| Aspire Private Capital, LLC | 0.00% | New | 2 | $261 |
| BNP Paribas Financial Markets | 0.00% | No change | 1 | $131 |
| HBC Financial Services, PLLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is IJT's weight in each manager's 13F, not the share of iShares S&P Small-Cap 600 GR the manager owns.