iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q3 2024 (September 30)703holders +18
53new positions
39sold out
$124.87avg. 13F price*
At the end of Q3 2024, 703 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, up 18 from Q2 2024. 53 opened new positions and 39 sold out. The largest holders were Morgan Stanley ($446.0M), Bank of America Corp. ($260.3M) and FMR LLC ($187.3M).
- Company
- iShares S&P Small-Cap 600 GR
- CUSIP
- 464287887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $252.1M |
| Exits | 39 | $25.0M |
All 13F filers, Q2 2024 → Q3 2024: 5,859,998 shares bought and 1,135,378 shares sold, net +4,724,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 703 holders
| Morgan Stanley | 0.03% | Add +2.6% | 3,197,460 | $446.0M |
| Bank of America Corp. | 0.02% | Add +1.9% | 1,865,950 | $260.3M |
| FMR LLC | 0.01% | Add +0.1% | 1,342,703 | $187.3M |
| Wells Fargo & Company | 0.04% | Reduce -2.3% | 1,155,031 | $161.1M |
| UBS Group AG | 0.04% | Add +0.2% | 1,135,186 | $158.3M |
| Dynasty Wealth Management, LLC | 4.66% | New | 4,354,688 | $154.2M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -2.2% | 1,019,800 | $142.3M |
| LPL Financial LLC | 0.05% | Add +10.5% | 863,752 | $120.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +28.8% | 597,339 | $83.3M |
| Ameriprise Financial Inc. | 0.02% | Add +2.4% | 490,977 | $68.6M |
| M&T Bank Corp | 0.23% | Reduce -0.9% | 491,108 | $68.5M |
| Commonwealth Equity Services, LLC | 0.09% | Add +6.8% | 403,693 | $56.3M |
| Glenmede Trust Co. NA | 0.25% | Reduce -0.7% | 381,829 | $53.3M |
| Royal Bank of Canada | 0.01% | Add +4.7% | 372,836 | $52.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 345,481 | $48.2M |
| One Capital Management, LLC | 1.53% | Add +5.0% | 343,094 | $47.9M |
| HighTower Advisors, LLC | 0.07% | Add +5.6% | 329,721 | $46.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.2% | 303,753 | $42.4M |
| Cerity Partners LLC | 0.09% | Add +6.1% | 278,281 | $38.8M |
| Falcon Wealth Planning | 3.65% | Add +10.3% | 222,889 | $31.1M |
| Oppenheimer Asset Management Inc. | 0.33% | Reduce -1.6% | 196,221 | $27.4M |
| Moneta Group Investment Advisors LLC | 0.39% | Add +2.1% | 194,963 | $27.2M |
| Captrust Financial Advisors | 0.08% | Add +0.3% | 194,946 | $27.2M |
| SPC Financial, Inc. | 2.37% | Reduce -3.5% | 193,020 | $26.9M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.8% | 192,024 | $26.8M |
| Beaumont Financial Advisors, LLC | 2.09% | Reduce -1.8% | 191,436 | $26.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +0.0% | 189,589 | $26.4M |
| Royal Fund Management, LLC | 1.76% | New | 178,899 | $25.0M |
| Heartwood Wealth Advisors LLC | 2.64% | Add +4.8% | 170,804 | $23.8M |
| Mariner, LLC | 0.04% | Reduce -4.4% | 168,847 | $23.6M |
| GHP Investment Advisors, Inc. | 1.06% | Reduce -1.1% | 165,290 | $23.1M |
| Avantax Advisory Services, Inc. | 0.15% | Add +7.9% | 162,666 | $22.7M |
| Christopher J. Hasenberg, Inc | 9.34% | New | 164,644 | $22.6M |
| Stifel Financial Corp. | 0.02% | Add +3.0% | 160,326 | $22.4M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -0.3% | 154,993 | $21.6M |
| Truist Financial Corp. | 0.03% | Reduce -3.3% | 149,100 | $20.8M |
| Raymond James & Associates | 0.01% | Add +1.3% | 147,582 | $20.6M |
| Lido Advisors, LLC | 0.15% | Reduce -5.2% | 137,273 | $19.1M |
| Schneider Downs Wealth Management Advisors, LP | 3.66% | Add +5.8% | 128,078 | $17.9M |
| Corient Private Wealth LP | 0.03% | Add +6.6% | 125,257 | $17.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 124,195 | $17.3M |
| Jones Financial Companies LLLP | 0.02% | Add +11.0% | 118,090 | $16.4M |
| Cetera Investment Advisers | 0.04% | Reduce -0.8% | 117,002 | $16.3M |
| Sterling Financial Planning, Inc. | 5.83% | Add +3.1% | 113,280 | $15.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.83% | Add +0.9% | 109,907 | $15.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.4% | 109,140 | $15.2M |
| Pinnacle Financial Partners Inc | 0.31% | Add +0.3% | 108,953 | $15.2M |
| Keebeck Wealth Management | 2.11% | Add +0.5% | 104,588 | $14.6M |
| Pinkerton Wealth, LLC | 2.09% | New | 103,007 | $14.4M |
| Probity Advisors, Inc. | 2.72% | Reduce -0.2% | 101,824 | $14.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -1.6% | 101,279 | $14.1M |
| RTD Financial Advisors, Inc. | 1.79% | Add +0.8% | 101,329 | $14.1M |
| Palisades Hudson Asset Management, L.P. | 5.93% | Reduce -1.2% | 100,832 | $14.1M |
| US Bancorp \de | 0.02% | Reduce -0.4% | 99,176 | $13.8M |
| Keybank National Association | 0.05% | Add +18.3% | 97,148 | $13.6M |
| Texas Yale Capital Corp. | 0.58% | Add +0.5% | 95,810 | $13.4M |
| IFP Advisors, Inc | 0.42% | Add +7.3% | 84,288 | $11.8M |
| MAI Capital Management | 0.11% | Reduce -0.3% | 79,755 | $11.1M |
| Focus Partners Wealth | 0.03% | Reduce -72.8% | 78,256 | $10.9M |
| Creative Planning | 0.01% | Reduce -1.2% | 74,993 | $10.5M |
| Salomon & Ludwin, LLC | 1.04% | Reduce -8.0% | 73,527 | $10.3M |
| Capital Advisors, Ltd. LLC | 1.26% | Reduce -7.0% | 72,791 | $10.2M |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 68,579 | $9.6M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -0.3% | 68,656 | $9.6M |
| Fifth Third Bancorp | 0.03% | Reduce -1.8% | 68,331 | $9.5M |
| Equitable Holdings, Inc. | 0.09% | Reduce -7.1% | 68,309 | $9.5M |
| Rodgers & Associates, LTD | 1.13% | Reduce -1.2% | 67,769 | $9.5M |
| Stratos Wealth Advisors, LLC | 0.43% | Add +6.5% | 67,752 | $9.5M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +32.5% | 67,440 | $9.4M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +9.3% | 67,318 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.1% | 64,699 | $9.0M |
| UMB Bank, n.a. | 0.14% | Reduce -3.6% | 63,969 | $8.9M |
| Riggs Asset Managment Co. Inc. | 2.43% | New | 63,709 | $8.9M |
| Pittenger & Anderson Inc. | 0.33% | No change | 63,450 | $8.9M |
| Cassaday & Co Wealth Management LLC | 0.24% | Reduce -0.5% | 61,214 | $8.5M |
| Etfidea, LLC | 2.66% | Reduce -0.4% | 60,270 | $8.4M |
| Savant Capital, LLC | 0.07% | Reduce -20.1% | 58,604 | $8.2M |
| SOA Wealth Advisors, LLC. | 1.56% | Reduce -2.2% | 58,464 | $8.2M |
| Brown Advisory Inc. | 0.01% | Add +459.2% | 56,036 | $7.8M |
| Inspire Trust Co, N.A. | 2.14% | Add +5.7% | 55,663 | $7.8M |
| MML Investors Services, LLC | 0.03% | Add +0.6% | 55,662 | $7.8M |
| Chicago Partners Investment Group LLC | 0.27% | Reduce -1.5% | 56,471 | $7.7M |
| Newton One Investments LLC | 3.05% | Add +0.7% | 54,572 | $7.6M |
| Sigma Planning Corp | 0.23% | Add +1.2% | 54,139 | $7.6M |
| Ifrah Financial Services, Inc. | 2.01% | Reduce -1.0% | 53,404 | $7.4M |
| Wilmington Savings Fund Society, FSB | 0.13% | Add +0.5% | 53,268 | $7.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.1% | 53,152 | $7.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -2.4% | 51,897 | $7.2M |
| Regions Financial Corp. | 0.05% | Reduce -1.0% | 51,583 | $7.2M |
| JFS Wealth Advisors, LLC | 0.48% | Add +6.5% | 51,145 | $7.1M |
| Jmac Enterprises LLC | 1.10% | Add +1.1% | 49,364 | $6.9M |
| Azimuth Capital Investment Management LLC | 0.26% | Reduce -4.1% | 48,638 | $6.8M |
| Cottage Street Advisors LLC | 3.69% | Add +0.0% | 48,569 | $6.8M |
| Baird Financial Group, Inc. | 0.01% | Add +1.4% | 48,317 | $6.7M |
| Centerpoint Advisors, LLC | 2.27% | Reduce -3.5% | 46,747 | $6.5M |
| J.W. Cole Advisors, Inc. | 0.27% | Add +1.2% | 46,299 | $6.5M |
| Lake Street Private Wealth, LLC | 1.03% | Add +67.1% | 45,588 | $6.4M |
| Level Four Advisory Services, LLC | 0.27% | Add +9.4% | 47,036 | $6.3M |
| Great Lakes Advisors, LLC | 0.05% | Add +0.7% | 45,215 | $6.3M |
| Gemmer Asset Management LLC | 0.62% | New | 44,241 | $6.2M |
| Councilor Wealth, LLC | 2.93% | Reduce -0.1% | 43,002 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +1.5% | 42,799 | $6.0M |
| Clayton Financial Group LLC | 2.17% | Add +2.7% | 41,498 | $5.8M |
| Alaska Permanent Fund Corp | 0.08% | No change | 41,459 | $5.8M |
| Comerica Bank | 0.02% | Reduce -1.6% | 41,019 | $5.7M |
| Bokf, NA | 0.10% | Add +1.8% | 40,913 | $5.6M |
| NBT Bank, N.A. | 0.37% | Add +13.0% | 39,319 | $5.5M |
| Mill Creek Capital Advisors, LLC | 0.13% | Reduce -23.5% | 39,049 | $5.4M |
| Asset Management Group, Inc. | 0.77% | Reduce -0.1% | 38,901 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -1.1% | 38,269 | $5.3M |
| Bank of Montreal | 0.00% | Reduce -2.9% | 37,305 | $5.2M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.0% | 34,868 | $5.2M |
| Dumont & Blake Investment Advisors LLC | 1.37% | Reduce -50.1% | 36,858 | $5.1M |
| Greenleaf Trust | 0.05% | Add +0.0% | 36,490 | $5.1M |
| 1834 Investment Advisors Co. | 0.59% | Reduce -3.9% | 36,419 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.9% | 34,650 | $4.8M |
| Cresset Asset Management, LLC | 0.02% | Add +0.0% | 33,982 | $4.7M |
| Watts Gwilliam & Co., LLC | 1.03% | — | 34,366 | $4.7M |
| LTG Capital LLC | 3.88% | Reduce -2.0% | 33,459 | $4.7M |
| Guidance Point Advisors, LLC | 1.41% | Add +0.4% | 33,315 | $4.6M |
| Sunbelt Securities, Inc. | 0.45% | Reduce -4.4% | 33,059 | $4.6M |
| Citigroup Inc. | 0.00% | Reduce -4.5% | 32,929 | $4.6M |
| First Citizens Financial Corp | 2.42% | Reduce -0.2% | 32,800 | $4.6M |
| Northern Trust Corp. | 0.00% | Add +11.7% | 32,571 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.6% | 32,161 | $4.5M |
| Accretive Wealth Partners, LLC | 1.86% | Reduce -5.9% | 31,863 | $4.4M |
| Compound Planning, Inc. | 0.27% | Reduce -42.2% | 30,573 | $4.3M |
| First Merchants Corp. | 0.16% | Reduce -0.9% | 30,438 | $4.2M |
| Spreng Capital Management, Inc. | 1.93% | Add +241.0% | 28,886 | $4.0M |
| First Horizon Advisors, Inc. | 0.11% | Reduce -4.9% | 28,194 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.1% | 27,646 | $3.9M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +9.0% | 27,366 | $3.8M |
| Neumann Capital Management, LLC | 1.24% | Reduce -0.3% | 26,820 | $3.7M |
| Pinnacle Associates Ltd. | 0.06% | Add +14.6% | 29,706 | $3.7M |
| TD Private Client Wealth LLC | 0.11% | Reduce -1.6% | 26,337 | $3.7M |
| Harbor Advisory Corp. | 1.17% | No change | 25,784 | $3.6M |
| Financial Advocates Investment Management | 0.20% | Reduce -1.2% | 25,666 | $3.6M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.78% | Add +4.6% | 25,439 | $3.5M |
| Pacific Sun Financial Corp | 1.94% | Reduce -1.3% | 25,223 | $3.5M |
| Tobias Financial Advisors, Inc. | 0.70% | Add +0.2% | 25,146 | $3.5M |
| Soltis Investment Advisors LLC | 0.34% | Add +3.5% | 24,901 | $3.5M |
| Courier Capital LLC | 0.24% | Add +10.1% | 24,796 | $3.5M |
| Family Firm, Inc. | 0.76% | Reduce -2.2% | 24,758 | $3.5M |
| Apollon Wealth Management, LLC | 0.10% | Add +2.6% | 24,738 | $3.5M |
| Commonwealth Financial Services, LLC | 0.66% | New | 24,279 | $3.3M |
| Blue Edge Capital, LLC | 0.52% | Add +1.7% | 23,779 | $3.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +3.3% | 23,729 | $3.3M |
| BKM Wealth Management, LLC | 1.32% | Reduce -0.7% | 23,343 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -1.5% | 22,762 | $3.2M |
| Principle Wealth Partners LLC | 0.22% | Add +36.3% | 22,436 | $3.1M |
| Smith Anglin Financial, LLC | 0.29% | Reduce -0.1% | 21,822 | $3.0M |
| NorthRock Partners, LLC | 0.10% | Reduce -2.8% | 21,748 | $3.0M |
| Associated Banc-Corp | 0.09% | Add +1.0% | 21,695 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Reduce -2.9% | 21,356 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -8.7% | 21,217 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -30.5% | 21,200 | $3.0M |
| Broadview Financial Management, LLC | 1.99% | Reduce -0.1% | 21,077 | $2.9M |
| Bfsg, LLC | 0.33% | Add +41.0% | 20,645 | $2.9M |
| Nations Financial Group Inc, /Ia/ | 0.20% | Add +7.0% | 20,223 | $2.8M |
| Forbes Financial Planning, Inc. | 2.02% | Reduce -1.4% | 20,111 | $2.8M |
| Northeast Financial Consultants Inc | 0.12% | No change | 19,995 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.4% | 19,936 | $2.8M |
| Trail Ridge Investment Advisors, LLC | 1.32% | Add +3.8% | 20,360 | $2.8M |
| Arkadios Wealth Advisors | 0.15% | Add +17.8% | 19,337 | $2.7M |
| Integrated Wealth Concepts LLC | 0.03% | Add +1.9% | 19,266 | $2.7M |
| Quotient Wealth Partners, LLC | 0.09% | Reduce -3.7% | 18,797 | $2.6M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -0.6% | 18,422 | $2.6M |
| Ullmann Wealth Partners Group, LLC | 0.32% | Add +8.4% | 18,007 | $2.5M |
| Oarsman Capital, Inc. | 0.46% | Reduce -5.6% | 17,885 | $2.5M |
| Vicus Capital | 0.22% | Add +25.8% | 17,663 | $2.5M |
| Connecticut Wealth Management, LLC | 0.12% | No change | 17,633 | $2.5M |
| MSH Capital Advisors LLC | 0.74% | Add +2.0% | 17,426 | $2.4M |
| Asset Dedication, LLC | 0.16% | Add +0.5% | 17,243 | $2.4M |
| Pathway Financial Advisors LLC | 0.61% | Reduce -1.1% | 16,981 | $2.4M |
| American Financial & Tax Strategies Inc. | 1.18% | Reduce -3.5% | 16,675 | $2.3M |
| HB Wealth Management, LLC | 0.02% | Add +4.1% | 16,623 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +57.7% | 16,499 | $2.3M |
| Thomasville National Bank | 0.17% | Reduce -1.0% | 16,439 | $2.3M |
| Pacific Financial Group Inc. | 1.65% | Reduce -5.8% | 16,151 | $2.3M |
| PSI Advisors, LLC | 0.65% | Reduce -13.5% | 16,017 | $2.2M |
| First Hawaiian Bank | 0.07% | Reduce -16.1% | 15,135 | $2.1M |
| Taylor Financial Group, Inc. | 1.44% | Add +6.1% | 14,947 | $2.1M |
| DT Investment Partners, LLC | 0.17% | No change | 14,700 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -2.9% | 14,527 | $2.0M |
| LGL Partners, LLC | 0.28% | Add +0.3% | 14,246 | $2.0M |
| Modera Wealth Management, LLC | 0.03% | Add +2.9% | 14,196 | $2.0M |
| Tiemann Investment Advisors, LLC | 0.85% | Add +0.7% | 14,074 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Add +1.9% | 14,051 | $2.0M |
| White Lighthouse Investment Management Inc. | 0.34% | No change | 13,589 | $1.9M |
| Ballentine Partners, LLC | 0.03% | No change | 13,560 | $1.9M |
| Parallel Advisors, LLC | 0.04% | Add +2.2% | 13,556 | $1.9M |
| Sandler Capital Management | 0.36% | Reduce -48.8% | 13,500 | $1.9M |
| Ironwood Financial, llc | 0.39% | Add +0.5% | 13,427 | $1.9M |
| Sonata Capital Group Inc. | 0.78% | Reduce -10.6% | 13,236 | $1.8M |
| Rovin Capital /Ut/ | 0.67% | Reduce -38.5% | 12,975 | $1.8M |
| Novak & Powell Financial Services, Inc. | 1.04% | Reduce -0.2% | 12,900 | $1.8M |
| Becker Capital Management Inc. | 0.06% | No change | 12,749 | $1.8M |
| St. Louis Trust Co | 0.25% | New | 12,567 | $1.8M |
| Global Retirement Partners, LLC | 0.05% | Reduce -27.2% | 12,389 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +8.6% | 12,316 | $1.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.0% | 12,281 | $1.7M |
| Cranbrook Wealth Management, LLC | 0.39% | Reduce -2.2% | 12,281 | $1.7M |
| Brookstone Capital Management | 0.02% | Add +0.2% | 12,073 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +95.0% | 11,995 | $1.7M |
| Foundations Investment Advisors, LLC | 0.04% | Add +20.6% | 11,969 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -5.6% | 11,925 | $1.7M |
| World Investment Advisors | 0.05% | Reduce -94.7% | 11,922 | $1.7M |
| City Holding Co. | 0.23% | Add +25.3% | 11,894 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.3% | 11,803 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.81% | Add +0.1% | 11,790 | $1.6M |
| Blair William & Co. | 0.00% | Add +3.4% | 11,549 | $1.6M |
| Sovereign Investment Advisors, LLC | 0.53% | Add +0.8% | 11,511 | $1.6M |
| Sowell Financial Services LLC | 0.07% | New | 11,346 | $1.6M |
| Ruggaard & Associates LLC | 0.67% | No change | 11,080 | $1.5M |
| Dominguez Wealth Management Solutions, Inc. | 1.12% | Reduce -5.5% | 11,045 | $1.5M |
| Park Place Capital Corp | 0.44% | Reduce -0.4% | 10,903 | $1.5M |
| Beaumont Asset Management, L.L.C. | 0.88% | Reduce -1.9% | 10,815 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +7.1% | 10,573 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -1.3% | 10,461 | $1.5M |
| Whittier Trust Co. | 0.02% | Reduce -0.2% | 10,407 | $1.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0.42% | Add +1.1% | 10,242 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -2.5% | 10,230 | $1.4M |
| Advisory Services Network, LLC | 0.03% | No change | 11,073 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Add +44.9% | 10,193 | $1.4M |
| Evensky & Katz LLC | 0.09% | Add +0.2% | 10,141 | $1.4M |
| Regal Investment Advisors LLC | 0.10% | Reduce -3.4% | 10,040 | $1.4M |
| Cwm, LLC | 0.01% | Reduce -0.8% | 10,029 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +9.5% | 9,888 | $1.4M |
| &partners | 0.03% | Add +16.1% | 9,848 | $1.4M |
| Parkside Financial Bank & Trust | 0.19% | No change | 9,594 | $1.3M |
| Capital Analysts, LLC | 0.05% | Add +1.2% | 9,550 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Add +23.9% | 9,446 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +129.0% | 9,404 | $1.3M |
| Willner & Heller, LLC | 1.16% | Reduce -3.2% | 9,359 | $1.3M |
| Paragon Private Wealth Management, LLC | 0.65% | Add +22.5% | 9,343 | $1.3M |
| Renasant Bank | 0.85% | Reduce -0.1% | 9,214 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +2.4% | 9,105 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 9,028 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | New | 9,028 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.9% | 9,007 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.5% | 8,899 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | Add +12.4% | 8,823 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.42% | Reduce -0.1% | 8,681 | $1.2M |
| JNBA Financial Advisors | 0.12% | Reduce -5.9% | 8,463 | $1.2M |
| Bragg Financial Advisors, Inc | 0.05% | Reduce -3.1% | 8,404 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -1.2% | 8,397 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.2% | 8,393 | $1.2M |
| Financial Alternatives, Inc | 0.81% | No change | 8,264 | $1.2M |
| Stevens Capital Partners | 0.55% | Add +1.0% | 8,245 | $1.2M |
| Lion Street Advisors, LLC | 0.40% | Add +34.4% | 8,200 | $1.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.29% | Add +4.9% | 8,193 | $1.1M |
| Halpern Financial, Inc. | 0.29% | Reduce -3.9% | 8,295 | $1.1M |
| Transcend Capital Advisors, LLC | 0.07% | Add +261.5% | 7,979 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Reduce -0.7% | 7,967 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Reduce -0.1% | 7,950 | $1.1M |
| Roberts Financial Services LLC | 0.20% | Reduce -1.1% | 7,740 | $1.1M |
| Financial Counselors Inc. | 0.02% | Reduce -6.2% | 7,701 | $1.1M |
| WealthShield Partners, LLC | 0.14% | Add +4.5% | 7,611 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -4.4% | 7,557 | $1.1M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -32.3% | 7,481 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.35% | Add +0.1% | 7,477 | $1.0M |
| Hutchinson Capital Management | 0.20% | No change | 7,465 | $1.0M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.2% | 7,455 | $1.0M |
| Financial Management Network Inc. | 0.22% | Reduce -0.0% | 7,417 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.3% | 7,366 | $1.0M |
| Acropolis Investment Management, LLC | 0.06% | Reduce -0.2% | 7,300 | $1.0M |
| Acas, LLC | 0.82% | Add +1.2% | 7,157 | $998K |
| Midland Wealth Advisors, LLC | 0.06% | Reduce -23.4% | 7,138 | $996K |
| Tritonpoint Wealth, LLC | 0.09% | Add +266.2% | 7,016 | $975K |
| Raymond James Trust N.A. | 0.02% | Reduce -1.2% | 6,982 | $974K |
| Quadcap Wealth Management, LLC | 0.15% | Reduce -1.2% | 6,891 | $961K |
| Key Financial Inc | 0.21% | No change | 6,881 | $960K |
| Blackston Financial Advisory Group, LLC | 0.49% | New | 6,801 | $949K |
| Mutual Advisors, LLC | 0.03% | Reduce -0.8% | 6,921 | $944K |
| Patriot Investment Management Group, Inc. | 0.07% | No change | 6,733 | $939K |
| Fifth Third Securities, Inc. | 0.09% | Reduce -1.7% | 6,686 | $933K |
| TRUE Private Wealth Advisors | 0.11% | New | 6,672 | $931K |
| Teamwork Financial Advisors, LLC | 0.13% | New | 6,641 | $926K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 6,596 | $920K |
| Legacy Trust | 0.21% | Reduce -1.9% | 6,579 | $918K |
| Slow Capital, Inc. | 0.14% | Add +0.1% | 6,542 | $913K |
| Christensen, King & Associates Investment Services, Inc. | 0.43% | Reduce -4.7% | 6,497 | $906K |
| Capital Square, LLC | 0.54% | No change | 6,406 | $894K |
| Commerce Bank | 0.01% | Add +0.3% | 6,381 | $890K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 6,350 | $886K |
| Private Advisory Group LLC | 0.11% | Reduce -1.0% | 6,223 | $868K |
| Conning Inc. | 0.03% | Reduce -43.0% | 6,094 | $850K |
| DAVENPORT & Co LLC | 0.01% | Add +17.4% | 6,077 | $848K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 6,066 | $846K |
| MCF Advisors LLC | 0.06% | Add +0.0% | 5,972 | $833K |
| Money Concepts Capital Corp. | 0.06% | Reduce -4.4% | 5,935 | $828K |
| Jane Street Group, LLC | 0.00% | Add +135.6% | 5,809 | $810K |
| Nwam LLC | 0.05% | New | 5,752 | $802K |
| Essex Financial Services, Inc. | 0.06% | Add +22.4% | 5,839 | $800K |
| Main Street Financial Solutions, LLC | 0.07% | No change | 5,638 | $786K |
| Citizens Financial Group Inc. | 0.02% | Reduce -3.9% | 5,629 | $785K |
| Sequent Asset Management, LLC | 0.39% | Reduce -22.5% | 5,623 | $784K |
| Columbia Bank | 0.28% | Add +12.3% | 5,560 | $776K |
| Signature Wealth Management Partners, LLC | 0.56% | No change | 5,537 | $772K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.3% | 5,502 | $767K |
| Integrated Advisors Network LLC | 0.04% | New | 5,483 | $765K |
| Guerra Pan Advisors, LLC | 0.61% | Add +49.6% | 5,458 | $761K |
| Patten Group, Inc. | 0.17% | Reduce -4.2% | 5,450 | $760K |
| Ellis Investment Partners, LLC | 0.15% | Reduce -1.1% | 5,396 | $753K |
| TAGStone Capital, Inc. | 0.38% | Add +0.9% | 5,302 | $740K |
| EFG Asset Management (Americas) Corp. | 0.14% | No change | 5,278 | $736K |
| Everstar Asset Management, LLC | 0.50% | — | 5,265 | $734K |
| Carl P. Sherr & Co., LLC | 0.39% | Add +1.4% | 5,261 | $734K |
| Montecito Bank & Trust | 0.12% | Reduce -4.6% | 5,228 | $729K |
| Choreo, LLC | 0.01% | Add +0.3% | 5,260 | $725K |
| VAUGHAN & Co SECURITIES, INC. | 0.42% | Reduce -2.3% | 5,074 | $708K |
| Valeo Financial Advisors, LLC | 0.02% | Add +8.7% | 5,058 | $705K |
| Bridges Investment Management Inc. | 0.01% | Reduce -17.9% | 5,012 | $699K |
| Allen Investment Management, LLC | 0.01% | No change | 5,000 | $697K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.1% | 4,999 | $697K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 4,964 | $692K |
| Aspiriant, LLC | 0.03% | No change | 4,901 | $684K |
| Front Row Advisors LLC | 0.24% | No change | 4,838 | $675K |
| Grove Bank & Trust | 0.10% | No change | 4,811 | $671K |
| Operose Advisors LLC | 0.22% | Add +18.6% | 4,805 | $670K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -0.1% | 4,771 | $666K |
| SpiderRock Advisors, LLC | 0.01% | Add +58.3% | 4,766 | $665K |
| Presilium Private Wealth, LLC | 0.15% | Reduce -2.2% | 4,765 | $665K |
| Financial Consulate, Inc. | 0.18% | Reduce -11.6% | 4,744 | $662K |
| Vanguard Group Inc. | 0.00% | Add +3.4% | 4,741 | $661K |
| Awm Capital, LLC | 0.08% | No change | 4,718 | $658K |
| Shoker Investment Counsel, Inc. | 0.22% | Reduce -0.0% | 4,714 | $658K |
| Private Trust Co. NA | 0.07% | Reduce -3.5% | 4,708 | $657K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -26.2% | 4,659 | $650K |
| Larson Financial Group LLC | 0.04% | Reduce -76.8% | 4,630 | $646K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,622 | $645K |
| Rwa Wealth Partners, LLC | 0.01% | Add +2.0% | 4,617 | $644K |
| Western Wealth Management, LLC | 0.04% | Add +68.3% | 4,579 | $639K |
| Amplius Wealth Advisors, LLC | 0.07% | Add +26.3% | 4,570 | $637K |
| FC Advisory LLC | 0.21% | Add +11.3% | 4,495 | $627K |
| Sprinkle Financial Consultants LLC | 0.45% | Add +0.4% | 4,462 | $622K |
| Ieq Capital, LLC | 0.01% | Add +0.0% | 4,437 | $619K |
| Callan Family Office, LLC | 0.10% | No change | 4,414 | $616K |
| Simmons Bank | 0.04% | No change | 4,354 | $607K |
| Farther Finance Advisors, LLC | 0.02% | Add +19.9% | 4,324 | $603K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -2.7% | 4,320 | $603K |
| Mather Group, Llc. | 0.01% | Add +73.5% | 4,286 | $598K |
| Vickerman Investment Advisors, Inc. | 0.17% | Reduce -0.1% | 4,259 | $594K |
| First Western Trust Bank | 0.03% | Add +53.5% | 4,244 | $592K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.2% | 4,227 | $590K |
| Guidance Capital, Inc. | 0.18% | Reduce -2.4% | 4,189 | $587K |
| Vertex Planning Partners, LLC | 0.14% | Add +0.0% | 4,202 | $586K |
| Inspirion Wealth Advisors, LLC | 0.08% | Reduce -10.0% | 4,153 | $579K |
| Principal Securities, Inc. | 0.01% | Reduce -3.3% | 4,122 | $575K |
| Maltin Wealth Management, Inc. | 0.28% | Add +25.4% | 4,089 | $570K |
| Total Wealth Planning, LLC | 0.09% | Reduce -3.1% | 4,084 | $570K |
| Dana Investment Advisors, Inc. | 0.02% | Add +29.3% | 4,071 | $568K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.2% | 4,064 | $567K |
| Meridian Financial Advisors, LLC | 0.38% | Add +10.9% | 4,063 | $567K |
| Wedmont Private Capital | 0.03% | Add +0.1% | 4,122 | $567K |
| Wellspring Financial Advisors, LLC | 0.07% | Add +14.4% | 3,966 | $553K |
| TBH Global Asset Management, LLC | 0.12% | Add +2.2% | 3,962 | $553K |
| Kendall Capital Management | 0.17% | Add +2.2% | 3,955 | $552K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.0% | 3,914 | $546K |
| Investmark Advisory Group LLC | 0.26% | Reduce -0.5% | 3,878 | $541K |
| One Day In July LLC | 0.06% | No change | 3,861 | $539K |
| Hancock Whitney Corp. | 0.02% | No change | 3,844 | $536K |
| Cadence Bank | 0.04% | New | 3,831 | $534K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.7% | 3,803 | $531K |
| Fulton Bank, N.A. | 0.02% | Add +26.5% | 3,769 | $526K |
| Prospera Financial Services Inc | 0.01% | Reduce -94.0% | 3,755 | $525K |
| Capital Investment Advisors, LLC | 0.01% | No change | 3,602 | $502K |
| Dearborn Partners LLC | 0.02% | No change | 4,242 | $496K |
| Tyche Wealth Partners LLC | 0.11% | Add +0.1% | 3,547 | $495K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +1.0% | 3,535 | $493K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,531 | $493K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -17.7% | 3,527 | $492K |
| Atria Investments, Inc | 0.01% | Reduce -5.1% | 3,522 | $491K |
| TCTC Holdings, LLC | 0.02% | No change | 3,500 | $488K |
| Boston Financial Mangement LLC | 0.01% | No change | 3,496 | $488K |
| Essential Planning, LLC. | 0.20% | No change | 3,466 | $483K |
| Summit Financial, LLC | 0.02% | Reduce -7.9% | 3,451 | $481K |
| TruWealth Advisors, LLC | 0.03% | Reduce -3.7% | 3,448 | $481K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 3,446 | $481K |
| RE Dickinson Investment Advisors, LLC | 0.27% | Reduce -27.1% | 3,437 | $479K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -11.8% | 3,439 | $478K |
| Prospect Financial Services LLC | 0.29% | Add +11.7% | 3,354 | $468K |
| Synovus Financial Corp. | 0.01% | Add +6.5% | 3,331 | $465K |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 3,325 | $464K |
| Verity Asset Management, Inc. | 0.17% | Add +1.5% | 3,320 | $463K |
| Trueblood Wealth Management, LLC | 0.23% | No change | 3,293 | $459K |
| Compass Ion Advisors, LLC | 0.06% | Reduce -0.5% | 3,269 | $456K |
| Bangor Savings Bank | 0.04% | No change | 3,250 | $453K |
| Quadrant Capital Group LLC | 0.03% | No change | 3,159 | $441K |
| Flputnam Investment Management Co. | 0.01% | Reduce -6.0% | 3,141 | $438K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +0.1% | 3,121 | $435K |
| Concentric Wealth Management, LLC | 0.10% | No change | 3,080 | $430K |
| 9258 Wealth Management, LLC | 0.06% | Reduce -0.4% | 3,078 | $429K |
| Atlantic Edge Private Wealth Management, LLC | 0.13% | Add +2.8% | 3,077 | $429K |
| Diversify Wealth Management, LLC | 0.04% | New | 3,126 | $425K |
| Full Sail Capital, LLC | 0.03% | No change | 3,050 | $425K |
| Saxon Interests, Inc. | 0.19% | Add +4.0% | 3,049 | $425K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | No change | 3,040 | $424K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Reduce -6.2% | 3,014 | $420K |
| PCA Investment Advisory Services Inc. | 0.20% | Add +1.4% | 2,973 | $415K |
| Glen Eagle Advisors, LLC | 0.07% | Add +1.0% | 2,952 | $412K |
| Sterling Investment Counsel, LLC | 0.15% | Reduce -0.5% | 2,924 | $408K |
| Quadrant Private Wealth Management, LLC | 0.10% | Add +45.0% | 2,864 | $399K |
| Atlas Brown,Inc. | 0.14% | Add +0.3% | 2,855 | $398K |
| Breakwater Capital Group | 0.08% | Add +3.5% | 2,842 | $396K |
| Allworth Financial LP | 0.00% | Reduce -2.6% | 2,839 | $396K |
| CW Advisors, LLC | 0.01% | New | 2,833 | $395K |
| Liberty Capital Management, Inc. | 0.09% | Add +0.0% | 2,832 | $395K |
| All Terrain Financial Advisors, LLC | 0.15% | No change | 2,803 | $391K |
| Sigma Investment Counselors Inc. | 0.02% | Add +0.6% | 2,802 | $391K |
| Wedbush Securities Inc. | 0.01% | Reduce -11.6% | 2,794 | $390K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,774 | $387K |
| Sensible Money, LLC | 0.17% | Add +4.0% | 2,743 | $383K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +3.6% | 2,733 | $381K |
| NTV Asset Management LLC | 0.05% | Reduce -3.8% | 2,704 | $377K |
| Spectrum Wealth Counsel, LLC | 0.04% | No change | 2,699 | $376K |
| Brighton Jones LLC | 0.01% | Add +51.2% | 2,674 | $373K |
| Eagle Strategies LLC | 0.07% | Reduce -4.0% | 2,674 | $373K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.27% | — | 2,650 | $370K |
| Goodwin Investment Advisory | 0.16% | Reduce -3.9% | 2,615 | $365K |
| Executive Wealth Management, LLC | 0.03% | New | 2,609 | $364K |
| Corundum Group, Inc. | 0.17% | No change | 2,600 | $363K |
| Park Edge Advisors, LLC | 0.10% | No change | 2,600 | $363K |
| First Trust Advisors LP | 0.00% | Reduce -52.4% | 2,585 | $361K |
| Bensler, LLC | 0.05% | Add +0.0% | 2,567 | $358K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 2,520 | $352K |
| Mission Wealth Management, LP | 0.01% | Add +0.5% | 2,510 | $350K |
| Betterment LLC | 0.00% | Add +13.7% | 2,503 | $349K |
| CRA Financial Services, LLC | 0.06% | No change | 2,500 | $349K |
| Mechanics Bank Trust Department | 0.05% | Reduce -50.0% | 2,500 | $349K |
| Rothschild Investment LLC | 0.02% | Add +398.2% | 2,471 | $345K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -35.8% | 2,442 | $341K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.4% | 2,402 | $335K |
| First Wilshire Securities Management Inc. | 0.09% | No change | 2,400 | $335K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +18.4% | 2,398 | $335K |
| Amara Financial, Llc. | 0.32% | — | 2,393 | $334K |
| Central Bank & Trust Co. | 0.05% | Add +37.4% | 2,382 | $332K |
| ShoreHaven Wealth Partners, LLC | 0.16% | Reduce -1.4% | 2,379 | $332K |
| Argent Trust Co | 0.01% | No change | 2,378 | $332K |
| YHB Investment Advisors, Inc. | 0.03% | No change | 2,371 | $331K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,350 | $328K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,348 | $328K |
| Spirepoint Private Client, LLC | 0.04% | No change | 2,336 | $326K |
| Burke & Herbert Bank & Trust Co. | 0.08% | No change | 2,330 | $325K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.8% | 2,326 | $324K |
| Prosperity Planning, Inc. | 0.14% | Add +0.2% | 2,323 | $324K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.3% | 2,320 | $324K |
| WealthTrust Axiom LLC | 0.10% | No change | 2,320 | $324K |
| Rainey & Randall Wealth Advisors Inc. | 0.07% | No change | 2,309 | $322K |
| Ackerman Capital Advisors, LLC | 0.08% | No change | 2,300 | $321K |
| LaFleur & Godfrey LLC | 0.04% | No change | 2,300 | $321K |
| Arvest Bank Trust Division | 0.02% | — | 2,289 | $319K |
| Heritage Wealth Advisors | 0.01% | No change | 2,288 | $319K |
| Paragon Capital Management Ltd | 0.06% | Reduce -4.2% | 2,284 | $319K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 2,268 | $316K |
| Security National Bank | 0.04% | No change | 2,265 | $316K |
| Essex LLC | 0.06% | No change | 2,260 | $315K |
| Capital Market Strategies LLC | 0.19% | Reduce -5.2% | 2,255 | $315K |
| Providence First Trust Co | 0.13% | No change | 2,250 | $314K |
| Apollon Financial, LLC | 0.09% | No change | 2,250 | $314K |
| Warner Financial, Inc. | 0.14% | Add +0.1% | 2,234 | $312K |
| Clarity Asset Management, Inc. | 0.21% | Add +0.4% | 2,214 | $309K |
| Pioneer Trust Bank N A | 0.08% | No change | 2,200 | $307K |
| Curi Capital, LLC | 0.01% | Add +1.9% | 2,199 | $307K |
| Carmichael Hill & Associates, Inc. | 0.11% | Add +0.7% | 2,186 | $305K |
| Pure Financial Advisors, LLC | 0.01% | Add +4.4% | 2,158 | $301K |
| West Coast Financial LLC | 0.03% | No change | 2,152 | $300K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 2,150 | $300K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -7.3% | 2,137 | $298K |
| Bessemer Group Inc. | 0.00% | Reduce -58.8% | 2,100 | $293K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -3.0% | 2,089 | $291K |
| Meridian Wealth Management, LLC | 0.01% | New | 2,081 | $290K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -1.1% | 2,076 | $290K |
| GC Wealth Management RIA, LLC | 0.05% | Add +0.2% | 2,078 | $290K |
| Venture Visionary Partners LLC | 0.01% | No change | 2,074 | $289K |
| Advisory Alpha, LLC | 0.01% | No change | 2,046 | $285K |
| Cambridge Financial Group, LLC | 0.12% | Reduce -8.1% | 2,039 | $284K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,039 | $284K |
| Summit Financial Strategies, Inc. | 0.03% | Add +7.4% | 2,038 | $284K |
| Evergreen Private Wealth LLC | 0.13% | Add +5.5% | 2,026 | $283K |
| Graypoint LLC | 0.02% | Reduce -1.0% | 2,010 | $280K |
| Manchester Capital Management LLC | 0.03% | No change | 2,000 | $279K |
| Sage Financial Management Group, Inc. | 0.11% | New | 1,992 | $278K |
| Eagle Bay Advisors LLC | 0.10% | Reduce -5.1% | 1,963 | $274K |
| Old National Bancorp | 0.01% | No change | 1,938 | $270K |
| Mgo One Seven LLC | 0.01% | Add +2.1% | 1,900 | $265K |
| Uptick Partners, LLC | 0.11% | Reduce -6.1% | 1,894 | $264K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.2% | 1,893 | $264K |
| Nilsine Partners, LLC | 0.03% | No change | 1,885 | $263K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.1% | 1,883 | $263K |
| Capital City Trust Co. | 0.07% | No change | 1,880 | $262K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,860 | $259K |
| Compton Wealth Advisory Group, LLC | 0.07% | No change | 1,845 | $257K |
| First Financial Bank - Trust Division | 0.02% | No change | 1,844 | $257K |
| Security National Bank of So Dak | 0.14% | No change | 1,838 | $256K |
| Chemung Canal Trust Co. | 0.05% | No change | 1,822 | $254K |
| Optimist Retirement Group LLC | 0.11% | Add +0.3% | 1,821 | $254K |
| Motco | 0.03% | No change | 1,796 | $251K |
| PFG Advisors | 0.02% | Reduce -7.4% | 1,788 | $249K |
| Valley National Advisers Inc. | 0.04% | No change | 1,780 | $248K |
| PFG Private Wealth Management, LLC | 0.14% | No change | 1,766 | $246K |
| Cornell Pochily Investment Advisors, Inc. | 0.09% | Add +0.2% | 1,758 | $245K |
| Bar Harbor Wealth Management | 0.02% | Add +1.3% | 1,748 | $244K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -4.7% | 1,742 | $243K |
| Park Avenue Securities LLC | 0.00% | New | 1,739 | $243K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.9% | 1,739 | $243K |
| PBMares Wealth Management LLC | 0.05% | New | 1,689 | $236K |
| Destiny Capital Corp | 0.14% | New | 1,706 | $232K |
| Transcendent Capital Group LLC | 0.12% | Add +59.1% | 1,658 | $231K |
| Heritage Financial Services, LLC | 0.03% | Reduce -1.0% | 1,654 | $231K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 1,650 | $230K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +21.4% | 1,642 | $229K |
| Beaton Management Co. Inc. | 0.12% | No change | 1,640 | $229K |
| United Community Bank | 0.09% | No change | 1,636 | $228K |
| Net Worth Advisory Group | 0.07% | — | 1,635 | $228K |
| Silverlake Wealth Management LLC | 0.09% | No change | 1,634 | $228K |
| Gallacher Capital Management LLC | 0.10% | No change | 1,633 | $228K |
| Alpine Bank Wealth Management | 0.04% | — | 1,622 | $226K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,600 | $223K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,600 | $223K |
| Twelve Points Wealth Management LLC | 0.07% | No change | 1,589 | $222K |
| Unionview, LLC | 0.17% | Add +0.4% | 1,577 | $220K |
| Synergy Asset Management, LLC | 0.03% | No change | 1,571 | $219K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.5% | 1,569 | $219K |
| Gen-Wealth Partners Inc | 0.09% | Reduce -2.2% | 1,582 | $217K |
| Garde Capital, Inc. | 0.01% | No change | 1,552 | $216K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.7% | 1,545 | $215K |
| HFG Advisors, Inc. | 0.19% | New | 1,533 | $214K |
| Sivia Capital Partners, LLC | 0.13% | New | 1,531 | $214K |
| White Knight Strategic Wealth Advisors, LLC | 0.19% | New | 1,526 | $213K |
| Claro Advisors Inc. | 0.03% | New | 1,513 | $211K |
| Tranquility Partners, LLC | 0.08% | New | 1,506 | $210K |
| Hoxton Planning & Management, LLC | 0.08% | New | 1,503 | $210K |
| Advisor Resource Council | 0.10% | New | 1,500 | $209K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 1,496 | $209K |
| CPC Advisors, LLC | 0.03% | New | 1,493 | $208K |
| Cambridge Capital Management, LLC | 0.14% | New | 1,476 | $206K |
| Cooper/Haims Advisors, LLC | 0.11% | New | 1,472 | $205K |
| Trexquant Investment LP | 0.00% | Reduce -75.1% | 1,471 | $205K |
| Ironwood Investment Counsel, LLC | 0.03% | Reduce -5.8% | 1,469 | $205K |
| Insigneo Advisory Services, LLC | 0.02% | New | 1,454 | $203K |
| Objective Capital Management, LLC | 0.12% | — | 1,454 | $203K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 1,451 | $202K |
| Waldron Private Wealth LLC | 0.01% | New | 1,442 | $201K |
| Security Financial Services, INC. | 0.04% | New | 1,440 | $201K |
| MV Capital Management, Inc. | 0.02% | No change | 1,435 | $200K |
| Roble, Belko & Company, Inc | 0.03% | No change | 1,420 | $198K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,411 | $197K |
| Trust Co. of Vermont | 0.01% | No change | 1,372 | $191K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,346 | $188K |
| SouthState Bank Corp | 0.01% | No change | 1,325 | $185K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,307 | $182K |
| Eastern Bank | 0.00% | New | 1,302 | $182K |
| MidAtlantic Capital Management, Inc. | 0.13% | Reduce -0.2% | 1,252 | $175K |
| Investment Research & Advisory Group, Inc. | 0.07% | No change | 1,252 | $175K |
| Assetmark, Inc. | 0.00% | Add +1328.7% | 1,243 | $173K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,200 | $164K |
| Financial Freedom, LLC | 0.09% | Add +0.3% | 1,172 | $164K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -2.3% | 16,728 | $163K |
| Macroview Investment Management LLC | 0.16% | Add +6.4% | 1,152 | $161K |
| National Bank of Canada | 0.00% | No change | 1,138 | $159K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.4% | 1,122 | $157K |
| Windsor Advisory Group, LLC | 0.17% | No change | 1,104 | $154K |
| HM Payson & Co. | 0.00% | No change | 1,101 | $154K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +3.8% | 1,094 | $153K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.2% | 1,074 | $150K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,070 | $149K |
| Tidemark, LLC | 0.06% | Add +26.8% | 1,065 | $149K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,008 | $140K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $138K |
| CENTRAL TRUST Co | 0.00% | No change | 987 | $138K |
| Flaharty Asset Management, LLC | 0.02% | New | 970 | $135K |
| Stephens Consulting, LLC | 0.03% | Add +0.3% | 932 | $130K |
| Mechanics Financial Corp | 0.06% | No change | 916 | $128K |
| Evermay Wealth Management LLC | 0.02% | No change | 913 | $127K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 896 | $125K |
| Bogart Wealth, LLC | 0.01% | No change | 884 | $123K |
| Country Trust Bank | 0.00% | No change | 849 | $118K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -13.6% | 816 | $114K |
| Chilton Capital Management LLC | 0.00% | No change | 800 | $112K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 730 | $102K |
| Logan Capital Management Inc. | 0.00% | No change | 729 | $102K |
| First United Bank & Trust | 0.03% | Reduce -59.9% | 670 | $93K |
| Phillips Financial Management, LLC | 0.01% | No change | 661 | $92K |
| Atwood & Palmer Inc. | 0.01% | No change | 658 | $92K |
| Painted Porch Advisors LLC | 0.05% | No change | 651 | $91K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 638 | $89K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -1.5% | 640 | $89K |
| First Financial Corp. | 0.04% | No change | 600 | $84K |
| Salem Investment Counselors Inc. | 0.00% | No change | 596 | $83K |
| CoreCap Advisors, LLC | 0.00% | New | 590 | $82K |
| Sandy Spring Bank | 0.00% | Reduce -17.6% | 587 | $82K |
| Atticus Wealth Management, LLC | 0.03% | New | 582 | $81K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -43.8% | 574 | $80K |
| Continuum Advisory, LLC | 0.01% | Reduce -6.8% | 552 | $79K |
| SIMA Wealth Partners, LLC | 0.07% | No change | 559 | $78K |
| Blue Trust, Inc. | 0.00% | Reduce -26.9% | 600 | $77K |
| Financial Perspectives, Inc | 0.03% | Add +0.4% | 552 | $77K |
| Kings Path Partners LLC | 0.03% | No change | 546 | $76K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -27.7% | 540 | $75K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 540 | $75K |
| Peachtree Investment Partners, LLC | 0.03% | Add +0.4% | 514 | $72K |
| Caldwell Trust Co | 0.01% | No change | 514 | $72K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +6.2% | 512 | $71K |
| Lindbrook Capital, LLC | 0.01% | No change | 508 | $71K |
| Hilltop National Bank | 0.02% | Reduce -50.5% | 500 | $70K |
| BlackRock, Inc. | 0.00% | — | 496 | $69K |
| Princeton Global Asset Management LLC | 0.01% | New | 484 | $68K |
| Acima Private Wealth, LLC | 0.02% | No change | 470 | $66K |
| Concord Wealth Partners | 0.01% | Add +16.3% | 456 | $64K |
| Colonial Trust Advisors | 0.01% | No change | 443 | $62K |
| Insight Inv LLC | 0.05% | No change | 426 | $59K |
| Tradewinds Capital Management, LLC | 0.02% | Add +42.3% | 414 | $58K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 408 | $57K |
| Smithfield Trust Co | 0.00% | No change | 402 | $56K |
| Powell Investment Advisors, LLC | 0.03% | No change | 400 | $56K |
| Clean Yield Group | 0.02% | No change | 400 | $56K |
| Citizens National Bank Trust Department | 0.01% | No change | 400 | $56K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 390 | $54K |
| Spire Wealth Management | 0.00% | Add +0.3% | 384 | $54K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 376 | $52K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +44.8% | 375 | $52K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 375 | $52K |
| Rise Advisors, LLC | 0.02% | Add +0.3% | 365 | $51K |
| Oakworth Capital, Inc. | 0.00% | Add +306.8% | 358 | $50K |
| Robinswood Financial LLC | 0.02% | Add +0.3% | 344 | $48K |
| Founders Capital Management | 0.03% | No change | 341 | $48K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -59.1% | 340 | $47K |
| Perkins Coie Trust Co | 0.01% | No change | 312 | $44K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 309 | $43K |
| Founders Financial Alliance, LLC | 0.01% | No change | 294 | $41K |
| Darwin Wealth Management, LLC | 0.01% | New | 281 | $39K |
| Independence Bank of Kentucky | 0.01% | No change | 280 | $39K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 279 | $39K |
| Horizons Wealth Management | 0.03% | No change | 270 | $38K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 263 | $37K |
| Ashton Thomas Securities, LLC | 0.01% | New | 256 | $36K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 243 | $34K |
| True Wealth Design, LLC | 0.01% | No change | 240 | $33K |
| Sage Mountain Advisors LLC | 0.00% | New | 237 | $33K |
| Legacy Bridge, LLC | 0.02% | Add +73.5% | 236 | $33K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.3% | 234 | $33K |
| Matrix Private Capital Group LLC | 0.02% | Add +47.5% | 233 | $33K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 224 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -12.7% | 220 | $31K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $29K |
| Perritt Capital Management Inc | 0.01% | Add +0.5% | 202 | $28K |
| TruNorth Capital Management, LLC | 0.01% | No change | 200 | $28K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 200 | $28K |
| Bank of New Hampshire | 0.01% | Reduce -24.0% | 196 | $27K |
| Sittner & Nelson, LLC | 0.01% | No change | 187 | $26K |
| Earned Wealth Advisors, LLC | 0.01% | New | 175 | $24K |
| Wolff Wiese Magana LLC | 0.02% | No change | 174 | $24K |
| CNB Bank | 0.01% | No change | 164 | $23K |
| Albion Financial Group | 0.00% | Add +0.6% | 161 | $22K |
| Community Bank, N.A. | 0.00% | No change | 160 | $22K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 159 | $22K |
| Signaturefd, LLC | 0.00% | No change | 153 | $21K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -1.3% | 152 | $21K |
| Addison Advisors LLC | 0.01% | No change | 130 | $18K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +5.8% | 127 | $18K |
| North Star Investment Management Corp. | 0.00% | No change | 127 | $18K |
| Private Capital Management LLC | 0.00% | New | 124 | $17K |
| Tortoise Investment Management, LLC | 0.00% | No change | 124 | $17K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 112 | $16K |
| Avalon Trust Co | 0.00% | No change | 108 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Add +89.3% | 106 | $15K |
| Creative Capital Management Investments LLC | 0.01% | No change | 104 | $15K |
| Heck Capital Advisors, LLC | 0.00% | No change | 103 | $14K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 96 | $13K |
| Lanark Financial, Inc. | 0.00% | No change | 92 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 86 | $12K |
| Barrett & Company, Inc. | 0.00% | No change | 80 | $11K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -33.3% | 80 | $11K |
| Northwest Investment Counselors, LLC | 0.00% | New | 76 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 75 | $10K |
| FSA Wealth Management LLC | 0.00% | — | 73 | $10K |
| Ancora Advisors LLC | 0.00% | No change | 70 | $10K |
| Crewe Advisors LLC | 0.00% | Reduce -42.4% | 68 | $9K |
| Sachetta, LLC | 0.00% | Reduce -12.7% | 62 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 54 | $8K |
| 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 |
| Archer Investment Corp | 0.00% | No change | 48 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $6K |
| Legend Financial Advisors, Inc. | 0.00% | Add +58.3% | 38 | $5K |
| Simplex Trading, LLC | 0.00% | Reduce -63.0% | 37 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 30 | $4K |
| Global Trust Asset Management, LLC | 0.00% | No change | 28 | $4K |
| Armor Investment Advisors, LLC | 0.00% | No change | 20 | $3K |
| Northwest Financial Advisors | 0.00% | New | 14 | $2K |
| Colonial Trust Co / SC | 0.00% | Reduce -7.7% | 12 | $2K |
| M&R Capital Management Inc. | 0.00% | No change | 10 | $1K |
| Abound Wealth Management | 0.00% | No change | 9 | $1K |
| Howe & Rusling Inc. | 0.00% | No change | 7 | $977 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 6 | $837 |
| Clear Investment Research, LLC | 0.00% | No change | 4 | $564 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 4 | $558 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 3 | $418 |
| BNP Paribas Financial Markets | 0.00% | Add +200.0% | 3 | $418 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $308 |
| Kozak & Associates, Inc. | 0.00% | No change | 2 | $285 |
"% 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.