iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q2 2024 (June 30)685holders +7
51new positions
38sold out
3famous investors
$127.72avg. 13F price*
At the end of Q2 2024, 685 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, up 7 from Q1 2024. 51 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($400.3M), Bank of America Corp. ($235.2M) and FMR LLC ($172.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $76.0M |
| Exits | 38 | $38.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,470,945 shares bought and 931,620 shares sold, net +539,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 685 holders
| Morgan Stanley | 0.03% | Reduce -2.5% | 3,116,625 | $400.3M |
| Bank of America Corp. | 0.02% | Reduce -0.4% | 1,831,115 | $235.2M |
| FMR LLC | 0.01% | Add +0.2% | 1,340,695 | $172.2M |
| Wells Fargo & Company | 0.04% | Reduce -2.3% | 1,181,796 | $151.8M |
| UBS Group AG | 0.04% | Add +1.4% | 1,132,621 | $145.5M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -5.7% | 1,042,600 | $133.9M |
| LPL Financial LLC | 0.05% | Add +1.6% | 781,445 | $100.4M |
| M&T Bank Corp | 0.22% | Reduce -3.2% | 495,745 | $63.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.2% | 479,605 | $61.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +5.0% | 463,739 | $59.6M |
| Glenmede Trust Co. NA | 0.25% | Add +1.4% | 384,460 | $49.4M |
| Commonwealth Equity Services, LLC | 0.08% | Add +3.0% | 378,067 | $48.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.9% | 361,320 | $46.4M |
| Royal Bank of Canada | 0.01% | Reduce -0.8% | 356,196 | $45.7M |
| One Capital Management, LLC | 1.43% | Add +0.4% | 326,869 | $42.0M |
| HighTower Advisors, LLC | 0.06% | Add +7.9% | 312,282 | $40.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.3% | 304,255 | $39.1M |
| Focus Partners Wealth | 0.12% | Add +99.9% | 288,226 | $37.0M |
| Cerity Partners LLC | 0.09% | Add +1.3% | 262,367 | $33.7M |
| Falcon Wealth Planning | 3.37% | Add +6.6% | 202,147 | $26.0M |
| SPC Financial, Inc. | 2.38% | Add +0.3% | 200,020 | $25.7M |
| Oppenheimer Asset Management Inc. | 0.33% | New | 199,301 | $25.6M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.3% | 197,577 | $25.4M |
| Beaumont Financial Advisors, LLC | 2.00% | Reduce -1.1% | 194,877 | $25.0M |
| Captrust Financial Advisors | 0.08% | Add +10.2% | 194,298 | $25.0M |
| Moneta Group Investment Advisors LLC | 0.39% | Reduce -1.4% | 190,994 | $24.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -2.6% | 189,559 | $24.3M |
| Mariner, LLC | 0.04% | Add +4.5% | 176,573 | $22.7M |
| GHP Investment Advisors, Inc. | 1.07% | Reduce -0.7% | 167,052 | $21.5M |
| Heartwood Wealth Advisors LLC | 2.50% | Add +0.8% | 163,052 | $20.9M |
| Stifel Financial Corp. | 0.02% | Reduce -4.1% | 155,631 | $20.0M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -4.2% | 155,469 | $20.0M |
| Truist Financial Corp. | 0.03% | Add +1.3% | 154,181 | $19.8M |
| World Investment Advisors | 1.23% | Add +43.6% | 225,871 | $19.7M |
| Avantax Advisory Services, Inc. | 0.14% | Add +16.9% | 150,766 | $19.4M |
| Raymond James & Associates | 0.01% | Reduce -0.3% | 145,637 | $18.7M |
| Lido Advisors, LLC | 0.15% | Add +5.1% | 144,791 | $18.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 127,426 | $16.4M |
| Schneider Downs Wealth Management Advisors, LP | 3.46% | Add +4.1% | 121,064 | $15.5M |
| Cetera Investment Advisers | 0.03% | Reduce -17.5% | 117,915 | $15.1M |
| Corient Private Wealth LP | 0.03% | Add +3.0% | 117,551 | $15.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.9% | 110,651 | $14.2M |
| Sterling Financial Planning, Inc. | 5.73% | Add +1.3% | 109,915 | $14.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.82% | Reduce -1.6% | 108,971 | $14.0M |
| Pinnacle Financial Partners Inc | 0.30% | Reduce -1.6% | 108,600 | $14.0M |
| Jones Financial Companies LLLP | 0.02% | Add +24.1% | 106,421 | $13.7M |
| Keebeck Wealth Management | 1.96% | New | 104,044 | $13.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -10.1% | 102,937 | $13.2M |
| Palisades Hudson Asset Management, L.P. | 6.02% | Reduce -0.1% | 102,047 | $13.1M |
| Probity Advisors, Inc. | 2.71% | Reduce -1.5% | 101,989 | $13.1M |
| RTD Financial Advisors, Inc. | 1.74% | Add +0.1% | 100,534 | $12.9M |
| US Bancorp \de | 0.02% | Reduce -1.8% | 99,597 | $12.8M |
| Texas Yale Capital Corp. | 0.58% | Reduce -0.5% | 95,321 | $12.2M |
| Keybank National Association | 0.04% | Reduce -0.3% | 82,127 | $10.5M |
| MAI Capital Management | 0.10% | Add +3.0% | 80,026 | $10.3M |
| Salomon & Ludwin, LLC | 1.15% | Reduce -25.7% | 79,914 | $10.3M |
| IFP Advisors, Inc | 0.40% | Add +1520.8% | 78,592 | $10.1M |
| Capital Advisors, Ltd. LLC | 1.30% | Reduce -1.7% | 78,258 | $10.1M |
| Creative Planning | 0.01% | Reduce -1.3% | 75,916 | $9.7M |
| Dumont & Blake Investment Advisors LLC | 1.34% | Add +102.9% | 73,882 | $9.5M |
| Equitable Holdings, Inc. | 0.10% | Add +13.8% | 73,516 | $9.4M |
| Savant Capital, LLC | 0.09% | Reduce -8.1% | 73,329 | $9.4M |
| Fifth Third Bancorp | 0.03% | Reduce -1.1% | 69,598 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -1.6% | 68,875 | $8.8M |
| Rodgers & Associates, LTD | 1.13% | Reduce -3.0% | 68,623 | $8.8M |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 68,181 | $8.8M |
| UMB Bank, n.a. | 0.14% | Reduce -9.9% | 66,345 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -8.3% | 65,454 | $8.4M |
| Stratos Wealth Advisors, LLC | 0.40% | Add +16.9% | 63,633 | $8.2M |
| Pittenger & Anderson Inc. | 0.33% | Reduce -3.4% | 63,450 | $8.1M |
| Chicago Partners Investment Group LLC | 0.31% | Add +0.8% | 57,330 | $8.0M |
| Prospera Financial Services Inc | 0.22% | Reduce -0.2% | 62,158 | $8.0M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +63.3% | 61,585 | $7.9M |
| Cassaday & Co Wealth Management LLC | 0.25% | Reduce -0.3% | 61,548 | $7.9M |
| Etfidea, LLC | 2.63% | Add +1.3% | 60,493 | $7.8M |
| SOA Wealth Advisors, LLC. | 1.54% | Reduce -5.2% | 59,797 | $7.7M |
| Cordatus Wealth Management LLC | 2.69% | New | 55,902 | $7.2M |
| MML Investors Services, LLC | 0.03% | Reduce -6.1% | 55,337 | $7.1M |
| Newton One Investments LLC | 3.00% | Add +0.7% | 54,205 | $7.0M |
| Ifrah Financial Services, Inc. | 1.96% | Reduce -1.6% | 53,964 | $6.9M |
| Polianta Ltd | 3.48% | Reduce -1.3% | 53,500 | $6.9M |
| Sigma Planning Corp | 0.22% | Reduce -1.5% | 53,491 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.8% | 53,104 | $6.8M |
| Wilmington Savings Fund Society, FSB | 0.26% | Reduce -2.8% | 53,024 | $6.8M |
| Compound Planning, Inc. | 0.50% | Add +62.5% | 52,924 | $6.8M |
| Inspire Trust Co, N.A. | 2.23% | Add +32.8% | 52,663 | $6.8M |
| Regions Financial Corp. | 0.05% | Reduce -11.5% | 52,091 | $6.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +36.7% | 53,168 | $6.7M |
| Mill Creek Capital Advisors, LLC | 0.17% | No change | 51,025 | $6.6M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +5.1% | 50,911 | $6.5M |
| Azimuth Capital Investment Management LLC | 0.26% | New | 50,705 | $6.5M |
| Jmac Enterprises LLC | 1.10% | Add +1.3% | 48,818 | $6.3M |
| Cottage Street Advisors LLC | 3.68% | Reduce -6.0% | 48,566 | $6.2M |
| Centerpoint Advisors, LLC | 2.24% | Reduce -1.6% | 48,431 | $6.2M |
| JFS Wealth Advisors, LLC | 0.49% | Add +5.2% | 48,007 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 47,646 | $6.1M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +0.2% | 45,749 | $5.9M |
| Alaska Permanent Fund Corp | 0.09% | No change | 41,459 | $5.9M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -0.5% | 44,898 | $5.8M |
| Councilor Wealth, LLC | 2.85% | Reduce -12.8% | 43,057 | $5.5M |
| Level Four Advisory Services, LLC | 0.25% | Add +2.9% | 42,981 | $5.5M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +9.0% | 42,182 | $5.4M |
| Comerica Bank | 0.02% | Reduce -4.2% | 41,675 | $5.4M |
| Clayton Financial Group LLC | 2.29% | No change | 40,421 | $5.3M |
| Bokf, NA | 0.09% | Reduce -0.9% | 40,194 | $5.2M |
| Asset Management Group, Inc. | 0.76% | Reduce -1.1% | 38,943 | $5.0M |
| Bank of Montreal | 0.00% | Reduce -2.3% | 38,428 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -1.3% | 38,704 | $5.0M |
| 1834 Investment Advisors Co. | 0.59% | Reduce -2.4% | 37,887 | $4.9M |
| Greenleaf Trust | 0.04% | Reduce -1.1% | 36,482 | $4.7M |
| NBT Bank, N.A. | 0.32% | Add +10.6% | 34,803 | $4.5M |
| Sunbelt Securities, Inc. | 0.45% | Add +1.1% | 34,595 | $4.4M |
| Citigroup Inc. | 0.00% | Add +1.2% | 34,462 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | — | 34,883 | $4.4M |
| LTG Capital LLC | 3.97% | Add +5.4% | 34,134 | $4.4M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.7% | 33,976 | $4.4M |
| Accretive Wealth Partners, LLC | 1.82% | Add +0.7% | 33,867 | $4.3M |
| Guidance Point Advisors, LLC | 1.39% | Add +0.2% | 33,190 | $4.3M |
| First Citizens Financial Corp | 2.50% | Reduce -1.5% | 32,870 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.0% | 32,717 | $4.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.7% | 32,674 | $4.2M |
| First Merchants Corp. | 0.16% | Reduce -0.7% | 30,730 | $3.9M |
| Prudential Financial Inc. | 0.01% | Reduce -13.6% | 30,500 | $3.9M |
| First Horizon Advisors, Inc. | 0.12% | Reduce -8.5% | 29,645 | $3.8M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 29,165 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.8% | 28,244 | $3.6M |
| Relative Value Partners Group, LLC | 0.46% | New | 27,284 | $3.5M |
| Lake Street Private Wealth, LLC | 0.46% | Add +3.3% | 27,284 | $3.5M |
| Neumann Capital Management, LLC | 1.19% | Add +0.2% | 26,910 | $3.5M |
| TD Private Client Wealth LLC | 0.11% | Reduce -6.6% | 26,761 | $3.4M |
| Sandler Capital Management | 0.67% | New | 26,350 | $3.4M |
| Financial Advocates Investment Management | 0.21% | Reduce -5.7% | 25,976 | $3.3M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -0.1% | 25,924 | $3.3M |
| Harbor Advisory Corp. | 1.14% | No change | 25,784 | $3.3M |
| Pacific Sun Financial Corp | 1.94% | Reduce -0.6% | 25,563 | $3.3M |
| Family Firm, Inc. | 0.73% | Add +4.9% | 25,326 | $3.3M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +23.1% | 25,100 | $3.2M |
| Tobias Financial Advisors, Inc. | 0.69% | Reduce -0.7% | 25,097 | $3.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.76% | Reduce -5.3% | 24,328 | $3.1M |
| Apollon Wealth Management, LLC | 0.09% | Add +375.8% | 24,118 | $3.1M |
| Soltis Investment Advisors LLC | 0.33% | Add +3.6% | 24,063 | $3.1M |
| BKM Wealth Management, LLC | 1.45% | Add +2.9% | 23,509 | $3.0M |
| Blue Edge Capital, LLC | 0.50% | Reduce -1.8% | 23,374 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.8% | 23,226 | $3.0M |
| OneDigital Investment Advisors LLC | 0.04% | Add +18.0% | 23,107 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.6% | 22,983 | $3.0M |
| Courier Capital LLC | 0.23% | Add +18.2% | 22,531 | $2.9M |
| NorthRock Partners, LLC | 0.11% | Reduce -1.8% | 22,373 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Reduce -1.8% | 22,002 | $2.8M |
| Smith Anglin Financial, LLC | 0.28% | Reduce -0.5% | 21,842 | $2.8M |
| Associated Banc-Corp | 0.09% | Add +4.0% | 21,476 | $2.8M |
| Rovin Capital /Ut/ | 1.13% | Add +90.9% | 21,098 | $2.7M |
| Broadview Financial Management, LLC | 1.97% | Reduce -1.2% | 21,087 | $2.7M |
| Forbes Financial Planning, Inc. | 2.06% | Reduce -3.7% | 20,386 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -22.9% | 20,011 | $2.6M |
| Northeast Financial Consultants Inc | 0.12% | Reduce -4.0% | 19,995 | $2.6M |
| Larson Financial Group LLC | 0.17% | Reduce -2.2% | 19,947 | $2.6M |
| Trail Ridge Investment Advisors, LLC | 1.30% | Reduce -1.9% | 19,607 | $2.5M |
| Quotient Wealth Partners, LLC | 0.09% | Reduce -5.2% | 19,512 | $2.5M |
| Oarsman Capital, Inc. | 0.54% | Reduce -6.4% | 18,941 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +5.6% | 18,907 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.20% | Reduce -2.2% | 18,895 | $2.4M |
| Crestwood Advisors Group, LLC | 0.05% | Add +2.5% | 18,534 | $2.4M |
| PSI Advisors, LLC | 0.75% | Reduce -10.9% | 18,520 | $2.4M |
| First Hawaiian Bank | 0.08% | Reduce -31.1% | 18,035 | $2.3M |
| Victory Financial Group, LLC | 1.07% | Reduce -3.2% | 17,838 | $2.3M |
| Connecticut Wealth Management, LLC | 0.12% | No change | 17,633 | $2.3M |
| American Financial & Tax Strategies Inc. | 1.17% | Reduce -2.2% | 17,273 | $2.2M |
| Pathway Financial Advisors LLC | 0.60% | No change | 17,169 | $2.2M |
| Asset Dedication, LLC | 0.15% | Reduce -0.3% | 17,151 | $2.2M |
| Pacific Financial Group Inc. | 1.56% | Reduce -3.1% | 17,143 | $2.2M |
| NorthCoast Asset Management LLC | 0.02% | New | 17,115 | $2.2M |
| MSH Capital Advisors LLC | 0.73% | Add +1.5% | 17,081 | $2.2M |
| Global Retirement Partners, LLC | 0.07% | Add +17.0% | 17,018 | $2.2M |
| Ullmann Wealth Partners Group, LLC | 0.30% | Add +0.1% | 16,605 | $2.1M |
| Thomasville National Bank | 0.17% | Reduce -2.1% | 16,599 | $2.1M |
| Principle Wealth Partners LLC | 0.16% | Add +76.5% | 16,456 | $2.1M |
| Arkadios Wealth Advisors | 0.14% | Add +0.7% | 16,413 | $2.1M |
| HB Wealth Management, LLC | 0.02% | No change | 15,965 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -32.2% | 14,965 | $1.9M |
| Sonata Capital Group Inc. | 0.98% | Add +19.0% | 14,805 | $1.9M |
| DT Investment Partners, LLC | 0.17% | No change | 14,700 | $1.9M |
| Bfsg, LLC | 0.24% | Add +15990.1% | 14,642 | $1.9M |
| LGL Partners, LLC | 0.27% | Add +0.2% | 14,207 | $1.8M |
| Taylor Financial Group, Inc. | 1.39% | Add +5.8% | 14,086 | $1.8M |
| Vicus Capital | 0.16% | Add +5.9% | 14,043 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.80% | Add +0.7% | 13,978 | $1.8M |
| Modera Wealth Management, LLC | 0.03% | Add +14.5% | 13,801 | $1.8M |
| D.A. Davidson & Co. | 0.02% | Add +366.8% | 13,794 | $1.8M |
| White Lighthouse Investment Management Inc. | 0.34% | Reduce -0.5% | 13,589 | $1.7M |
| Ballentine Partners, LLC | 0.03% | No change | 13,560 | $1.7M |
| Ironwood Financial, llc | 0.38% | Add +0.1% | 13,365 | $1.7M |
| Parallel Advisors, LLC | 0.04% | Add +0.5% | 13,266 | $1.7M |
| Brookstone Capital Management | 0.03% | Reduce -2.3% | 12,052 | $1.7M |
| Per Stirling Capital Management, LLC. | 0.27% | Add +5.7% | 13,033 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.7% | 13,009 | $1.7M |
| Novak & Powell Financial Services, Inc. | 1.03% | Add +89.2% | 12,928 | $1.7M |
| Becker Capital Management Inc. | 0.06% | No change | 12,749 | $1.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.1% | 12,655 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -1.7% | 12,636 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.40% | Add +0.0% | 12,560 | $1.6M |
| Hilltop Holdings Inc. | 0.18% | Reduce -41.5% | 12,335 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.74% | Add +0.1% | 11,779 | $1.5M |
| Dominguez Wealth Management Solutions, Inc. | 1.13% | Add +8.3% | 11,683 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +1.1% | 11,339 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -9.4% | 11,167 | $1.4M |
| Sovereign Investment Advisors, LLC | 0.53% | Reduce -0.2% | 11,417 | $1.4M |
| Ruggaard & Associates LLC | 0.66% | No change | 11,080 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +1.7% | 11,073 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +74.2% | 11,046 | $1.4M |
| Beaumont Asset Management, L.L.C. | 0.91% | Add +0.0% | 11,028 | $1.4M |
| Park Place Capital Corp | 0.45% | Reduce -8.4% | 10,948 | $1.4M |
| Conning Inc. | 0.05% | No change | 10,695 | $1.4M |
| Stephens Inc. | 0.02% | Add +2.5% | 10,598 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -2.3% | 10,495 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -63.7% | 10,463 | $1.3M |
| Whittier Trust Co. | 0.02% | Add +0.0% | 10,431 | $1.3M |
| Regal Investment Advisors LLC | 0.09% | Add +2.9% | 10,395 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.41% | No change | 10,135 | $1.3M |
| Evensky & Katz LLC | 0.09% | Add +0.2% | 10,120 | $1.3M |
| Cwm, LLC | 0.01% | Add +7.3% | 10,111 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 10,021 | $1.3M |
| Foundations Investment Advisors, LLC | 0.03% | Add +401.6% | 9,922 | $1.3M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.1% | 9,874 | $1.3M |
| Willner & Heller, LLC | 1.19% | Add +0.2% | 9,671 | $1.2M |
| Parkside Financial Bank & Trust | 0.19% | Reduce -39.2% | 9,594 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.7% | 9,570 | $1.2M |
| City Holding Co. | 0.18% | Add +4.4% | 9,494 | $1.2M |
| Capital Analysts, LLC | 0.05% | Add +0.9% | 9,438 | $1.2M |
| Midland Wealth Advisors, LLC | 0.07% | Reduce -0.6% | 9,317 | $1.2M |
| Renasant Bank | 0.81% | Reduce -3.4% | 9,219 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | New | 9,027 | $1.2M |
| JNBA Financial Advisors | 0.12% | Reduce -6.7% | 8,995 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +0.0% | 8,893 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.9% | 8,852 | $1.1M |
| Peregrine Asset Advisers, Inc. | 0.44% | Reduce -1.3% | 8,685 | $1.1M |
| Bragg Financial Advisors, Inc | 0.05% | Add +0.0% | 8,674 | $1.1M |
| Halpern Financial, Inc. | 0.30% | Reduce -0.5% | 8,630 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.06% | No change | 8,496 | $1.1M |
| &partners | 0.05% | Add +447.2% | 8,481 | $1.1M |
| Spreng Capital Management, Inc. | 0.56% | Add +50.6% | 8,470 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +8.8% | 8,379 | $1.1M |
| Financial Alternatives, Inc | 0.80% | No change | 8,264 | $1.1M |
| Financial Counselors Inc. | 0.02% | Add +5.5% | 8,206 | $1.1M |
| Stevens Capital Partners | 0.54% | Reduce -6.4% | 8,164 | $1.0M |
| Clearstead Advisors, LLC | 0.02% | Add +23.2% | 8,019 | $1.0M |
| Wesbanco Bank Inc. | 0.04% | Reduce -0.1% | 7,962 | $1.0M |
| Daymark Wealth Partners, LLC | 0.05% | New | 7,904 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +26.9% | 7,851 | $1.0M |
| Roberts Financial Services LLC | 0.20% | Add +0.1% | 7,824 | $1.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.27% | No change | 7,813 | $1.0M |
| Acas, LLC | 0.87% | Reduce -6.7% | 7,075 | $1.0M |
| Paragon Private Wealth Management, LLC | 0.55% | No change | 7,626 | $979K |
| IHT Wealth Management, LLC | 0.04% | Add +12.4% | 7,624 | $979K |
| Mutual Advisors, LLC | 0.03% | Reduce -2.6% | 6,979 | $976K |
| Tiaa Trust, National Association | 0.00% | Add +0.2% | 7,471 | $959K |
| Glass Jacobson Investment Advisors llc | 0.35% | Add +13.4% | 7,468 | $959K |
| Hutchinson Capital Management | 0.20% | New | 7,465 | $959K |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -7.5% | 7,389 | $949K |
| Financial Management Network Inc. | 0.23% | Reduce -7.8% | 7,418 | $946K |
| Acropolis Investment Management, LLC | 0.06% | Add +0.1% | 7,313 | $939K |
| WealthShield Partners, LLC | 0.14% | Add +0.0% | 7,285 | $936K |
| Sequent Asset Management, LLC | 0.47% | No change | 7,255 | $932K |
| Flow Traders U.S. LLC | 0.05% | New | 7,187 | $923K |
| Raymond James Trust N.A. | 0.02% | Reduce -4.5% | 7,066 | $907K |
| EP Wealth Advisors, LLC | 0.01% | Add +15.5% | 7,033 | $903K |
| Quadcap Wealth Management, LLC | 0.16% | New | 6,977 | $896K |
| Capital Square, LLC | 0.58% | Reduce -0.8% | 6,406 | $886K |
| Key Financial Inc | 0.21% | Reduce -0.9% | 6,881 | $884K |
| Christensen, King & Associates Investment Services, Inc. | 0.43% | Add +1.4% | 6,818 | $876K |
| Fifth Third Securities, Inc. | 0.08% | New | 6,799 | $873K |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -2.0% | 6,733 | $865K |
| Legacy Trust | 0.21% | No change | 6,703 | $861K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 6,596 | $847K |
| Slow Capital, Inc. | 0.14% | Add +0.5% | 6,536 | $839K |
| Commerce Bank | 0.01% | Reduce -0.2% | 6,363 | $817K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 6,350 | $816K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -3.9% | 6,316 | $811K |
| Private Advisory Group LLC | 0.11% | Reduce -3.1% | 6,286 | $807K |
| Money Concepts Capital Corp. | 0.07% | Add +0.1% | 6,208 | $797K |
| Pathstone Holdings, LLC | 0.00% | Add +10.4% | 6,150 | $790K |
| Bridges Investment Management Inc. | 0.01% | Add +146.8% | 6,106 | $784K |
| Lion Street Advisors, LLC | 0.29% | Reduce -18.7% | 6,100 | $783K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.9% | 6,066 | $779K |
| MCF Advisors LLC | 0.06% | Add +0.0% | 5,970 | $767K |
| Trexquant Investment LP | 0.01% | New | 5,917 | $760K |
| Renaissance Technologies | 0.00% | Add +195.0% | 5,900 | $758K |
| Citizens Financial Group Inc. | 0.02% | Add +32.6% | 5,860 | $753K |
| Patten Group, Inc. | 0.17% | Add +7.1% | 5,686 | $730K |
| Main Street Financial Solutions, LLC | 0.07% | Add +9.9% | 5,638 | $724K |
| Signature Wealth Management Partners, LLC | 0.54% | No change | 5,537 | $711K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 5,487 | $705K |
| Montecito Bank & Trust | 0.14% | Reduce -0.9% | 5,478 | $704K |
| Ellis Investment Partners, LLC | 0.15% | Add +0.1% | 5,454 | $700K |
| First Trust Advisors LP | 0.00% | Reduce -5.3% | 5,435 | $698K |
| Financial Consulate, Inc. | 0.20% | Reduce -6.8% | 5,367 | $689K |
| EFG Asset Management (Americas) Corp. | 0.13% | Reduce -0.2% | 5,278 | $678K |
| TAGStone Capital, Inc. | 0.38% | Add +0.8% | 5,256 | $675K |
| Choreo, LLC | 0.01% | Add +109.5% | 5,245 | $670K |
| VAUGHAN & Co SECURITIES, INC. | 0.42% | No change | 5,193 | $667K |
| Carl P. Sherr & Co., LLC | 0.37% | No change | 5,187 | $666K |
| DAVENPORT & Co LLC | 0.00% | Add +0.5% | 5,177 | $665K |
| Bessemer Group Inc. | 0.00% | Add +102.0% | 5,100 | $655K |
| Mechanics Bank Trust Department | 0.09% | New | 5,000 | $642K |
| Allen Investment Management, LLC | 0.01% | No change | 5,000 | $642K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.1% | 4,996 | $642K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 4,964 | $638K |
| Columbia Bank | 0.25% | Reduce -0.3% | 4,953 | $636K |
| Aspiriant, LLC | 0.03% | No change | 4,901 | $629K |
| Essex Financial Services, Inc. | 0.05% | Add +146.6% | 4,770 | $627K |
| Private Trust Co. NA | 0.07% | Reduce -6.7% | 4,877 | $626K |
| Presilium Private Wealth, LLC | 0.16% | Reduce -0.3% | 4,874 | $626K |
| Front Row Advisors LLC | 0.22% | No change | 4,838 | $621K |
| Grove Bank & Trust | 0.10% | No change | 4,811 | $618K |
| FAS Wealth Partners, Inc. | 0.05% | Add +2.5% | 4,774 | $613K |
| Guidance Capital, Inc. | 0.20% | Reduce -3.7% | 4,290 | $607K |
| Awm Capital, LLC | 0.09% | No change | 4,718 | $606K |
| RE Dickinson Investment Advisors, LLC | 0.37% | Reduce -35.9% | 4,717 | $606K |
| Shoker Investment Counsel, Inc. | 0.21% | Reduce -4.7% | 4,715 | $606K |
| Calton & Associates, Inc. | 0.30% | Add +0.0% | 4,683 | $601K |
| Valeo Financial Advisors, LLC | 0.02% | Add +1.2% | 4,655 | $598K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,622 | $594K |
| Inspirion Wealth Advisors, LLC | 0.09% | No change | 4,616 | $593K |
| Total Wealth Planning, LLC | 0.10% | Reduce -6.2% | 4,213 | $592K |
| Vanguard Group Inc. | 0.00% | No change | 4,587 | $589K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.5% | 4,528 | $582K |
| Sprinkle Financial Consultants LLC | 0.45% | Add +0.3% | 4,446 | $571K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -4.7% | 4,439 | $570K |
| Ieq Capital, LLC | 0.01% | Add +2.0% | 4,436 | $570K |
| Callan Family Office, LLC | 0.11% | No change | 4,414 | $567K |
| Simmons Bank | 0.04% | No change | 4,354 | $559K |
| Wedmont Private Capital | 0.03% | Add +0.1% | 4,119 | $551K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -4.8% | 4,284 | $550K |
| Vickerman Investment Advisors, Inc. | 0.18% | Reduce -1.6% | 4,262 | $547K |
| Principal Securities, Inc. | 0.02% | Add +33.6% | 4,262 | $547K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.1% | 4,218 | $542K |
| Vertex Planning Partners, LLC | 0.14% | Reduce -1.0% | 4,201 | $540K |
| HRT Financial LP | 0.00% | New | 4,135 | $531K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.1% | 4,106 | $527K |
| IFG Advisory, LLC | 0.03% | New | 4,084 | $525K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -0.1% | 4,055 | $521K |
| Operose Advisors LLC | 0.18% | No change | 4,051 | $520K |
| FC Advisory LLC | 0.19% | Add +10.2% | 4,040 | $519K |
| Merit Financial Group, LLC | 0.01% | Add +1.0% | 3,955 | $508K |
| Investmark Advisory Group LLC | 0.27% | Reduce -4.1% | 3,899 | $501K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -20.3% | 3,897 | $501K |
| TBH Global Asset Management, LLC | 0.11% | Reduce -2.2% | 3,878 | $498K |
| Kendall Capital Management | 0.17% | New | 3,870 | $497K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.1% | 3,868 | $497K |
| One Day In July LLC | 0.06% | Reduce -0.4% | 3,861 | $496K |
| Hancock Whitney Corp. | 0.02% | Reduce -0.9% | 3,844 | $494K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -44.1% | 3,803 | $488K |
| Summit Financial, LLC | 0.02% | Reduce -0.5% | 3,746 | $481K |
| Atria Investments, Inc | 0.01% | New | 3,711 | $477K |
| Meridian Financial Advisors, LLC | 0.34% | Add +44.3% | 3,663 | $470K |
| Guerra Pan Advisors, LLC | 0.39% | New | 3,649 | $469K |
| Amplius Wealth Advisors, LLC | 0.05% | Add +52.3% | 3,619 | $465K |
| Capital Investment Advisors, LLC | 0.01% | No change | 3,602 | $463K |
| Farther Finance Advisors, LLC | 0.02% | Add +0.4% | 3,606 | $460K |
| TruWealth Advisors, LLC | 0.03% | Reduce -0.2% | 3,581 | $460K |
| Tyche Wealth Partners LLC | 0.11% | Add +0.0% | 3,545 | $455K |
| Dearborn Partners LLC | 0.02% | Add +55.0% | 4,242 | $452K |
| TCTC Holdings, LLC | 0.02% | No change | 3,500 | $450K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -3.1% | 3,499 | $449K |
| Boston Financial Mangement LLC | 0.01% | No change | 3,496 | $449K |
| Essential Planning, LLC. | 0.20% | Add +23.2% | 3,466 | $445K |
| Wellspring Financial Advisors, LLC | 0.05% | Add +0.3% | 3,466 | $445K |
| Bedel Financial Consulting, Inc. | 0.06% | No change | 3,446 | $443K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -14.9% | 3,420 | $439K |
| Compass Ion Advisors, LLC | 0.06% | No change | 3,286 | $430K |
| Flputnam Investment Management Co. | 0.01% | Add +0.1% | 3,341 | $429K |
| Waverly Advisors, LLC | 0.01% | Reduce -14.0% | 3,324 | $427K |
| Trueblood Wealth Management, LLC | 0.24% | No change | 3,293 | $423K |
| Verity Asset Management, Inc. | 0.16% | New | 3,272 | $420K |
| Maltin Wealth Management, Inc. | 0.23% | Add +3.2% | 3,262 | $419K |
| Bangor Savings Bank | 0.04% | No change | 3,250 | $417K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Reduce -4.5% | 3,214 | $413K |
| Wedbush Securities Inc. | 0.01% | Add +8.5% | 3,160 | $406K |
| Quadrant Capital Group LLC | 0.03% | No change | 3,159 | $406K |
| Dana Investment Advisors, Inc. | 0.01% | Add +15.1% | 3,148 | $404K |
| Synovus Financial Corp. | 0.01% | Add +11.6% | 3,128 | $402K |
| KMG Fiduciary Partners, LLC | 0.04% | No change | 3,119 | $401K |
| 9258 Wealth Management, LLC | 0.06% | Reduce -13.4% | 3,090 | $397K |
| Allworth Financial LP | 0.00% | Reduce -2.0% | 2,916 | $397K |
| Concentric Wealth Management, LLC | 0.10% | No change | 3,080 | $396K |
| Full Sail Capital, LLC | 0.03% | No change | 3,050 | $392K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | No change | 3,040 | $390K |
| SpiderRock Advisors, LLC | 0.01% | No change | 3,010 | $387K |
| Prospect Financial Services LLC | 0.30% | Add +40.2% | 3,004 | $386K |
| Atlantic Edge Private Wealth Management, LLC | 0.13% | No change | 2,994 | $385K |
| Fulton Bank, N.A. | 0.02% | No change | 2,979 | $383K |
| Sterling Investment Counsel, LLC | 0.15% | Add +7.7% | 2,939 | $377K |
| Saxon Interests, Inc. | 0.18% | Reduce -17.0% | 2,931 | $376K |
| PCA Investment Advisory Services Inc. | 0.20% | Reduce -29.9% | 2,931 | $376K |
| Glen Eagle Advisors, LLC | 0.07% | Add +11.9% | 2,922 | $375K |
| Abbrea Capital, LLC | 0.05% | No change | 2,860 | $367K |
| Atlas Brown,Inc. | 0.13% | Reduce -0.7% | 2,848 | $366K |
| Liberty Capital Management, Inc. | 0.09% | Add +0.0% | 2,831 | $364K |
| NTV Asset Management LLC | 0.05% | No change | 2,812 | $361K |
| All Terrain Financial Advisors, LLC | 0.15% | No change | 2,803 | $360K |
| Eagle Strategies LLC | 0.07% | Reduce -8.8% | 2,786 | $358K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -11.2% | 2,786 | $358K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,774 | $356K |
| First Western Trust Bank | 0.02% | No change | 2,764 | $355K |
| Breakwater Capital Group | 0.08% | Add +3.0% | 2,745 | $353K |
| Goodwin Investment Advisory | 0.16% | Reduce -20.3% | 2,720 | $349K |
| Western Wealth Management, LLC | 0.03% | Reduce -79.1% | 2,720 | $349K |
| Spectrum Wealth Counsel, LLC | 0.04% | Reduce -6.9% | 2,699 | $347K |
| D. E. Shaw & Co. | 0.00% | New | 2,678 | $344K |
| Citadel Advisors | 0.00% | Reduce -39.4% | 2,645 | $340K |
| Sensible Money, LLC | 0.17% | Reduce -1.2% | 2,638 | $339K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +0.8% | 2,639 | $338K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -32.1% | 2,613 | $336K |
| Corundum Group, Inc. | 0.13% | No change | 2,600 | $334K |
| Park Edge Advisors, LLC | 0.10% | No change | 2,600 | $334K |
| Bensler, LLC | 0.04% | Add +0.0% | 2,566 | $330K |
| Fiducient Advisors LLC | 0.05% | New | 2,563 | $329K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | No change | 2,520 | $324K |
| Mather Group, Llc. | 0.00% | Add +39.8% | 2,471 | $323K |
| CRA Financial Services, LLC | 0.06% | Add +2.6% | 2,500 | $321K |
| Mission Wealth Management, LP | 0.01% | Add +3.7% | 2,498 | $321K |
| Jane Street Group, LLC | 0.00% | New | 2,466 | $317K |
| Harbour Investments, Inc. | 0.01% | Add +0.0% | 2,461 | $316K |
| ShoreHaven Wealth Partners, LLC | 0.16% | Add +0.4% | 2,414 | $310K |
| First Wilshire Securities Management Inc. | 0.09% | No change | 2,400 | $308K |
| Paragon Capital Management Ltd | 0.06% | Reduce -1.3% | 2,384 | $306K |
| Capital Market Strategies LLC | 0.19% | Add +6.7% | 2,379 | $306K |
| Argent Trust Co | 0.01% | No change | 2,378 | $305K |
| YHB Investment Advisors, Inc. | 0.03% | No change | 2,371 | $305K |
| Independent Financial Group, LLC | 0.01% | Add +0.9% | 2,350 | $302K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,350 | $302K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,348 | $302K |
| Spirepoint Private Client, LLC | 0.04% | No change | 2,336 | $300K |
| Burke & Herbert Bank & Trust Co. | 0.07% | New | 2,330 | $299K |
| WealthTrust Axiom LLC | 0.10% | No change | 2,320 | $298K |
| Prosperity Planning, Inc. | 0.10% | Reduce -0.7% | 2,318 | $298K |
| Rainey & Randall Wealth Advisors Inc. | 0.07% | No change | 2,309 | $297K |
| Geneos Wealth Management Inc. | 0.01% | No change | 2,307 | $296K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -0.1% | 2,305 | $296K |
| Ackerman Capital Advisors, LLC | 0.08% | No change | 2,300 | $295K |
| LaFleur & Godfrey LLC | 0.04% | Add +20.9% | 2,300 | $295K |
| Heritage Wealth Advisors | 0.01% | No change | 2,288 | $294K |
| GFG Capital, LLC | 0.08% | No change | 2,282 | $293K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -1.1% | 2,268 | $291K |
| Security National Bank | 0.04% | No change | 2,265 | $291K |
| Essex LLC | 0.06% | No change | 2,260 | $290K |
| Providence First Trust Co | 0.13% | No change | 2,250 | $289K |
| Apollon Financial, LLC | 0.09% | No change | 2,250 | $289K |
| Warner Financial, Inc. | 0.14% | Add +0.3% | 2,231 | $287K |
| Cambridge Financial Group, LLC | 0.13% | Reduce -0.5% | 2,219 | $285K |
| Transcend Capital Advisors, LLC | 0.02% | New | 2,207 | $283K |
| Clarity Asset Management, Inc. | 0.20% | Add +0.3% | 2,206 | $283K |
| Arvest Trust Co. N A | 0.02% | No change | 2,204 | $283K |
| Betterment LLC | 0.00% | Add +10.8% | 2,201 | $283K |
| Pioneer Trust Bank N A | 0.08% | No change | 2,200 | $283K |
| Carmichael Hill & Associates, Inc. | 0.11% | Reduce -2.7% | 2,171 | $279K |
| Curi Capital, LLC | 0.01% | No change | 2,157 | $277K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -0.3% | 2,154 | $277K |
| West Coast Financial LLC | 0.03% | No change | 2,152 | $276K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 2,150 | $276K |
| 49 Wealth Management, LLC | 0.05% | Reduce -8.0% | 2,129 | $272K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 2,099 | $270K |
| GC Wealth Management RIA, LLC | 0.05% | Add +14.3% | 2,074 | $266K |
| Venture Visionary Partners LLC | 0.01% | Reduce -12.6% | 2,074 | $266K |
| Eagle Bay Advisors LLC | 0.16% | Add +6.5% | 2,068 | $266K |
| Pure Financial Advisors, LLC | 0.01% | No change | 2,067 | $265K |
| Uptick Partners, LLC | 0.20% | No change | 2,018 | $264K |
| Advisory Alpha, LLC | 0.01% | No change | 2,046 | $263K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,039 | $262K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 2,035 | $261K |
| Graypoint LLC | 0.02% | No change | 2,030 | $261K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.1% | 2,026 | $260K |
| Whitaker-Myers Wealth Managers, LTD. | 0.10% | Reduce -67.5% | 2,007 | $258K |
| Manchester Capital Management LLC | 0.03% | New | 2,000 | $257K |
| Quadrant Private Wealth Management, LLC | 0.06% | New | 1,975 | $254K |
| Old National Bancorp | 0.01% | No change | 1,938 | $249K |
| PFG Advisors | 0.02% | Add +5.9% | 1,931 | $248K |
| Advisors Capital Management, LLC | 0.00% | Reduce -7.4% | 1,928 | $248K |
| Evergreen Private Wealth LLC | 0.12% | Reduce -19.7% | 1,921 | $247K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -69.7% | 1,916 | $246K |
| Avior Wealth Management, LLC | 0.01% | Add +7.1% | 1,905 | $245K |
| Eight 31 Financial, LLC | 0.19% | Reduce -3.1% | 1,902 | $244K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -2.4% | 1,898 | $244K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.1% | 1,890 | $243K |
| Nilsine Partners, LLC | 0.03% | No change | 1,885 | $242K |
| Capital City Trust Co. | 0.07% | No change | 1,880 | $241K |
| Mgo One Seven LLC | 0.01% | Add +8.9% | 1,860 | $239K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,860 | $239K |
| Valmark Advisers, Inc. | 0.00% | Reduce -8.2% | 1,849 | $237K |
| Compton Wealth Advisory Group, LLC | 0.06% | No change | 1,845 | $237K |
| First Financial Bank - Trust Division | 0.02% | No change | 1,844 | $237K |
| Security National Bank of So Dak | 0.14% | No change | 1,838 | $236K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.2% | 1,828 | $235K |
| Chemung Canal Trust Co. | 0.05% | No change | 1,822 | $234K |
| Optimist Retirement Group LLC | 0.12% | Add +0.3% | 1,815 | $233K |
| Motco | 0.01% | No change | 1,796 | $231K |
| Valley National Advisers Inc. | 0.03% | No change | 1,780 | $228K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +7.3% | 1,773 | $228K |
| Brighton Jones LLC | 0.01% | Reduce -2.4% | 1,769 | $227K |
| PFG Private Wealth Management, LLC | 0.14% | No change | 1,766 | $227K |
| Cornell Pochily Investment Advisors, Inc. | 0.09% | Add +0.1% | 1,754 | $225K |
| Central Bank & Trust Co. | 0.03% | No change | 1,734 | $223K |
| Bar Harbor Wealth Management | 0.01% | Reduce -0.5% | 1,726 | $222K |
| First Citizens Asset Management, Inc. | 0.08% | Add +0.1% | 1,674 | $215K |
| Heritage Financial Services, LLC | 0.03% | No change | 1,670 | $214K |
| First United Bank & Trust | 0.08% | No change | 1,670 | $214K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 1,650 | $212K |
| Beaton Management Co. Inc. | 0.11% | No change | 1,640 | $211K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 1,640 | $211K |
| United Community Bank | 0.08% | Reduce -10.3% | 1,636 | $210K |
| Silverlake Wealth Management LLC | 0.09% | New | 1,634 | $210K |
| Gallacher Capital Management LLC | 0.11% | Reduce -3.0% | 1,633 | $210K |
| Gen-Wealth Partners Inc | 0.10% | No change | 1,618 | $208K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +3.6% | 1,611 | $207K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,600 | $205K |
| StoneX Group Inc. | 0.02% | New | 1,597 | $205K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,600 | $205K |
| Twelve Points Wealth Management LLC | 0.07% | New | 1,589 | $204K |
| Perigon Wealth Management, LLC | 0.01% | New | 1,572 | $202K |
| Synergy Asset Management, LLC | 0.03% | No change | 1,571 | $202K |
| Unionview, LLC | 0.16% | Add +0.3% | 1,571 | $202K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 1,562 | $201K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 1,559 | $200K |
| Garde Capital, Inc. | 0.01% | No change | 1,552 | $199K |
| MV Capital Management, Inc. | 0.02% | No change | 1,435 | $184K |
| Roble, Belko & Company, Inc | 0.03% | No change | 1,420 | $182K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,411 | $181K |
| Trust Co. of Vermont | 0.01% | Reduce -0.1% | 1,372 | $176K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 1,352 | $174K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,346 | $173K |
| SouthState Bank Corp | 0.01% | No change | 1,325 | $170K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,200 | $169K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,307 | $168K |
| MidAtlantic Capital Management, Inc. | 0.14% | No change | 1,255 | $161K |
| Investment Research & Advisory Group, Inc. | 0.07% | No change | 1,252 | $161K |
| Financial Freedom, LLC | 0.09% | Add +0.3% | 1,168 | $150K |
| National Bank of Canada | 0.00% | No change | 1,138 | $145K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.3% | 1,118 | $144K |
| Windsor Advisory Group, LLC | 0.28% | No change | 1,104 | $142K |
| HM Payson & Co. | 0.00% | No change | 1,101 | $141K |
| Macroview Investment Management LLC | 0.15% | Add +4.2% | 1,083 | $139K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.1% | 1,072 | $138K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -28.3% | 1,070 | $137K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +15.6% | 1,054 | $135K |
| Transcendent Capital Group LLC | 0.08% | Reduce -0.4% | 1,042 | $134K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.8% | 1,021 | $131K |
| Hilltop National Bank | 0.04% | No change | 1,010 | $130K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,008 | $129K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $128K |
| CENTRAL TRUST Co | 0.00% | No change | 987 | $127K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -11.9% | 944 | $121K |
| Stephens Consulting, LLC | 0.03% | Add +5.2% | 929 | $119K |
| Mechanics Financial Corp | 0.06% | No change | 916 | $118K |
| Evermay Wealth Management LLC | 0.02% | No change | 913 | $117K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 896 | $115K |
| Bogart Wealth, LLC | 0.01% | Add +4.1% | 884 | $114K |
| Country Trust Bank | 0.00% | Add +62.0% | 849 | $109K |
| Tidemark, LLC | 0.05% | No change | 840 | $108K |
| Blue Trust, Inc. | 0.00% | No change | 821 | $107K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 832 | $107K |
| Chilton Capital Management LLC | 0.00% | No change | 800 | $103K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 747 | $96K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 730 | $94K |
| Logan Capital Management Inc. | 0.00% | Reduce -12.0% | 729 | $94K |
| Sandy Spring Bank | 0.00% | Reduce -24.3% | 712 | $91K |
| Phillips Financial Management, LLC | 0.01% | Reduce -5.7% | 661 | $85K |
| Atwood & Palmer Inc. | 0.01% | No change | 658 | $84K |
| Painted Porch Advisors LLC | 0.05% | New | 651 | $84K |
| Coppell Advisory Solutions LLC | 0.01% | — | 650 | $83K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 638 | $82K |
| Private Ocean, LLC | 0.01% | No change | 620 | $80K |
| First Financial Corp. | 0.04% | No change | 600 | $77K |
| Salem Investment Counselors Inc. | 0.00% | No change | 596 | $77K |
| Continuum Advisory, LLC | 0.01% | No change | 592 | $76K |
| SIMA Wealth Partners, LLC | 0.07% | — | 559 | $72K |
| Financial Perspectives, Inc | 0.03% | Add +1.9% | 550 | $71K |
| Kings Path Partners LLC | 0.03% | — | 546 | $70K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 540 | $69K |
| Caldwell Trust Co | 0.01% | No change | 514 | $66K |
| Peachtree Investment Partners, LLC | 0.03% | Add +0.2% | 512 | $66K |
| Lindbrook Capital, LLC | 0.01% | No change | 508 | $65K |
| Rothschild Investment LLC | 0.00% | Add +53.1% | 496 | $64K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 482 | $62K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 465 | $61K |
| Acima Private Wealth, LLC | 0.02% | No change | 470 | $60K |
| Colonial Trust Advisors | 0.01% | Reduce -5.1% | 443 | $57K |
| Insight Inv LLC | 0.05% | No change | 426 | $55K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 408 | $52K |
| Powell Investment Advisors, LLC | 0.03% | New | 400 | $51K |
| Clean Yield Group | 0.02% | No change | 400 | $51K |
| Citizens National Bank Trust Department | 0.01% | No change | 400 | $51K |
| Smithfield Trust Co | 0.00% | No change | 402 | $51K |
| Concord Wealth Partners | 0.01% | No change | 392 | $50K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 390 | $50K |
| Spire Wealth Management | 0.00% | Add +5.5% | 383 | $49K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 376 | $48K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 375 | $48K |
| Rise Advisors, LLC | 0.02% | Add +0.3% | 364 | $47K |
| Realta Investment Advisors | 0.01% | Add +0.3% | 355 | $46K |
| Robinswood Financial LLC | 0.02% | Add +0.3% | 343 | $44K |
| Founders Capital Management | 0.03% | No change | 341 | $44K |
| Perkins Coie Trust Co | 0.01% | No change | 312 | $40K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 309 | $40K |
| Cultivar Capital, Inc. | 0.03% | New | 300 | $39K |
| BlackRock Inc. | 0.00% | Add +46.5% | 296 | $38K |
| Founders Financial Alliance, LLC | 0.01% | No change | 294 | $38K |
| Tradewinds Capital Management, LLC | 0.01% | New | 291 | $37K |
| Horizons Wealth Management | 0.03% | No change | 270 | $37K |
| Independence Bank of Kentucky | 0.01% | No change | 280 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +17.7% | 279 | $36K |
| HHM Wealth Advisors, LLC | 0.01% | New | 263 | $34K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 259 | $33K |
| Bank of New Hampshire | 0.01% | No change | 258 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 252 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 243 | $31K |
| True Wealth Design, LLC | 0.01% | No change | 240 | $31K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -14.1% | 231 | $30K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $29K |
| International Assets Investment Management, LLC | 0.00% | New | 214 | $27K |
| Perritt Capital Management Inc | 0.01% | Add +0.5% | 201 | $26K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 200 | $26K |
| TruNorth Capital Management, LLC | 0.01% | No change | 200 | $26K |
| Kelly Financial Services LLC | 0.01% | Reduce -1.5% | 198 | $25K |
| Sittner & Nelson, LLC | 0.01% | No change | 187 | $24K |
| Montag A & Associates Inc. | 0.00% | Reduce -14.7% | 186 | $24K |
| Wolff Wiese Magana LLC | 0.02% | No change | 174 | $22K |
| CNB Bank | 0.01% | No change | 164 | $21K |
| Albion Financial Group | 0.00% | No change | 160 | $21K |
| Community Bank, N.A. | 0.00% | New | 160 | $21K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 159 | $20K |
| Matrix Private Capital Group LLC | 0.01% | No change | 158 | $20K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 154 | $20K |
| Signaturefd, LLC | 0.00% | No change | 153 | $20K |
| Legacy Bridge, LLC | 0.01% | No change | 136 | $17K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 136 | $17K |
| Addison Advisors LLC | 0.01% | No change | 130 | $17K |
| North Star Investment Management Corp. | 0.00% | No change | 127 | $16K |
| Tortoise Investment Management, LLC | 0.00% | No change | 124 | $16K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 120 | $15K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +6.2% | 120 | $15K |
| Crewe Advisors LLC | 0.00% | No change | 118 | $15K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 112 | $14K |
| Avalon Trust Co | 0.00% | No change | 108 | $14K |
| Creative Capital Management Investments LLC | 0.01% | No change | 104 | $13K |
| Heck Capital Advisors, LLC | 0.00% | No change | 103 | $13K |
| Tyler-Stone Wealth Management | 0.01% | No change | 100 | $13K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 99 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 96 | $12K |
| Simplex Trading, LLC | 0.00% | New | 100 | $12K |
| Oakworth Capital, Inc. | 0.00% | No change | 88 | $11K |
| Assetmark, Inc. | 0.00% | Reduce -40.0% | 87 | $11K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 86 | $11K |
| Lanark Financial, Inc. | 0.00% | No change | 92 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 80 | $10K |
| Sachetta, LLC | 0.00% | Reduce -14.5% | 71 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 75 | $10K |
| Ancora Advisors LLC | 0.00% | No change | 70 | $9K |
| Russell Investments Group, Ltd. | 0.00% | No change | 56 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 54 | $7K |
| West Branch Capital LLC | 0.00% | No change | 50 | $6K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 50 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 50 | $6K |
| Archer Investment Corp | 0.00% | Reduce -47.8% | 48 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $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 |
| Great Lakes Retirement, Inc. | 0.00% | New | 25 | $3K |
| Milestone Investment Advisors LLC | 0.00% | New | 24 | $3K |
| Legend Financial Advisors, Inc. | 0.00% | Add +33.3% | 24 | $3K |
| TFC Financial Management, Inc. | 0.00% | Reduce -89.0% | 22 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 20 | $3K |
| Colonial Trust Co / SC | 0.00% | Reduce -13.3% | 13 | $2K |
| M&R Capital Management Inc. | 0.00% | No change | 10 | $1K |
| Abound Wealth Management | 0.00% | Reduce -87.1% | 9 | $1K |
| Howe & Rusling Inc. | 0.00% | No change | 7 | $900 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 6 | $849 |
| Slocum, Gordon & Co LLP | 0.00% | New | 6 | $770 |
| Strategic Financial Concepts, LLC | 0.00% | New | 85,729 | $611 |
| Clear Investment Research, LLC | 0.00% | Reduce -99.8% | 4 | $517 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 4 | $514 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 3 | $385 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $282 |
| Kozak & Associates, Inc. | 0.00% | No change | 2 | $258 |
| BNP Paribas Financial Markets | 0.00% | No change | 1 | $128 |
"% 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.