iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q4 2024 (December 31)753holders +50
56new positions
38sold out
3famous investors
$135.43avg. 13F price*
At the end of Q4 2024, 753 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, up 50 from Q3 2024. 56 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($431.9M), Bank of America Corp. ($259.8M) and FMR LLC ($183.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $62.5M |
| Exits | 38 | $206.4M |
All 13F filers, Q3 2024 → Q4 2024: 2,206,491 shares bought and 5,527,289 shares sold, net −3,320,798 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 753 holders
| Morgan Stanley | 0.03% | Reduce -0.2% | 3,190,507 | $431.9M |
| Bank of America Corp. | 0.02% | Add +2.9% | 1,919,434 | $259.8M |
| FMR LLC | 0.01% | Add +0.9% | 1,355,351 | $183.5M |
| Wells Fargo & Company | 0.04% | Add +8.1% | 1,248,807 | $169.1M |
| UBS Group AG | 0.04% | Add +1.5% | 1,152,043 | $156.0M |
| PNC Financial Services Group, Inc. | 0.09% | Add +0.3% | 1,023,028 | $138.5M |
| LPL Financial LLC | 0.05% | Reduce -2.4% | 842,916 | $114.1M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +18.2% | 705,973 | $95.6M |
| Ameriprise Financial Inc. | 0.02% | Add +4.4% | 512,470 | $69.4M |
| Commonwealth Equity Services, LLC | 0.10% | Add +21.1% | 488,656 | $66.1M |
| M&T Bank Corp | 0.21% | Reduce -4.6% | 468,485 | $63.4M |
| JPMorgan Chase & Co. | 0.00% | Add +23.4% | 426,367 | $57.7M |
| Royal Bank of Canada | 0.01% | Add +6.4% | 396,754 | $53.7M |
| Raymond James Financial Inc. | 0.02% | — | 388,154 | $52.5M |
| Glenmede Trust Co. NA | 0.25% | Reduce -4.2% | 365,881 | $49.5M |
| HighTower Advisors, LLC | 0.07% | Add +7.2% | 353,361 | $47.8M |
| One Capital Management, LLC | 1.46% | Reduce -4.8% | 326,766 | $44.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.2% | 322,548 | $43.7M |
| Cerity Partners LLC | 0.08% | Add +0.8% | 280,440 | $38.0M |
| Brown Advisory Inc. | 0.04% | Add +353.0% | 253,823 | $34.4M |
| Beaumont Financial Advisors, LLC | 2.44% | Add +25.3% | 239,852 | $32.5M |
| Essential Planning, LLC. | 0.21% | Add +6396.5% | 225,170 | $31.9M |
| Falcon Wealth Planning | 3.50% | Add +4.0% | 231,691 | $31.4M |
| Oppenheimer Asset Management Inc. | 0.33% | Add +2.3% | 200,631 | $27.2M |
| SPC Financial, Inc. | 2.33% | Add +2.3% | 197,390 | $26.7M |
| Captrust Financial Advisors | 0.08% | Add +0.5% | 195,831 | $26.5M |
| Moneta Group Investment Advisors LLC | 0.37% | Reduce -0.4% | 194,250 | $26.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.0% | 194,026 | $26.3M |
| Heartwood Wealth Advisors LLC | 2.63% | Add +1.0% | 172,490 | $23.3M |
| Avantax Advisory Services, Inc. | 0.14% | Add +4.0% | 169,119 | $22.9M |
| Mariner, LLC | 0.04% | Reduce -0.5% | 167,934 | $22.7M |
| GHP Investment Advisors, Inc. | 1.04% | Reduce -0.7% | 164,142 | $22.2M |
| Schneider Downs Wealth Management Advisors, LP | 4.15% | Add +27.3% | 163,028 | $22.1M |
| Stifel Financial Corp. | 0.02% | Reduce -1.4% | 158,117 | $21.4M |
| Truist Financial Corp. | 0.03% | Add +3.7% | 154,619 | $20.9M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -2.1% | 151,792 | $20.5M |
| Focus Partners Wealth | 0.05% | Add +89.6% | 148,377 | $20.1M |
| World Investment Advisors | 0.55% | Add +1134.8% | 147,211 | $19.9M |
| Jones Financial Companies LLLP | 0.02% | Add +19.5% | 141,122 | $19.1M |
| Osaic Holdings, Inc. | 0.04% | Add +31.1% | 132,792 | $18.0M |
| Cetera Investment Advisers | 0.03% | Add +2.9% | 120,381 | $16.3M |
| Pinnacle Financial Partners Inc | 0.32% | Add +7.3% | 116,881 | $15.9M |
| Corient Private Wealth LP | 0.03% | Reduce -7.4% | 115,942 | $15.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.80% | Add +3.1% | 113,345 | $15.3M |
| Sterling Financial Planning, Inc. | 5.60% | Reduce -0.8% | 112,378 | $15.2M |
| Creative Planning | 0.01% | Add +37.5% | 103,090 | $14.0M |
| RTD Financial Advisors, Inc. | 1.79% | Add +1.6% | 102,982 | $13.9M |
| Matauro, LLC | 2.96% | — | 101,010 | $13.7M |
| Probity Advisors, Inc. | 2.60% | Reduce -2.1% | 99,691 | $13.5M |
| Palisades Hudson Asset Management, L.P. | 5.65% | Reduce -1.8% | 99,011 | $13.4M |
| Texas Yale Capital Corp. | 0.52% | Add +0.1% | 95,910 | $13.0M |
| Keybank National Association | 0.05% | Reduce -1.7% | 95,508 | $12.9M |
| M Holdings Securities, Inc. | 2.07% | New | 94,646 | $12.8M |
| MAI Capital Management | 0.09% | Add +17.4% | 93,638 | $12.7M |
| Lido Advisors, LLC | 0.08% | Reduce -32.3% | 92,950 | $12.6M |
| IFP Advisors, Inc | 0.39% | Add +3.9% | 87,550 | $11.9M |
| US Bancorp \de | 0.02% | Reduce -13.5% | 85,812 | $11.6M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +22.3% | 82,315 | $11.1M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +13.3% | 76,405 | $10.3M |
| Equitable Holdings, Inc. | 0.10% | Add +9.8% | 74,970 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.5% | 74,712 | $10.1M |
| Stratos Wealth Advisors, LLC | 0.48% | Add +8.3% | 73,402 | $9.9M |
| Franklin Resources Inc. | 0.00% | Add +6.0% | 72,689 | $9.8M |
| Keebeck Wealth Management | 1.42% | Reduce -30.6% | 72,559 | $9.8M |
| Capital Advisors, Ltd. LLC | 1.24% | Reduce -0.5% | 72,412 | $9.8M |
| Salomon & Ludwin, LLC | 0.99% | Reduce -5.7% | 69,349 | $9.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -1.1% | 67,936 | $9.2M |
| Fifth Third Bancorp | 0.03% | Reduce -0.9% | 67,742 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.7% | 67,720 | $9.2M |
| Rodgers & Associates, LTD | 1.08% | Reduce -0.8% | 67,197 | $9.1M |
| Pittenger & Anderson Inc. | 0.31% | No change | 63,450 | $8.6M |
| Cassaday & Co Wealth Management LLC | 0.23% | Add +3.3% | 63,219 | $8.6M |
| UMB Bank, n.a. | 0.13% | Reduce -3.2% | 61,900 | $8.4M |
| Lake Street Private Wealth, LLC | 1.34% | Add +34.9% | 61,505 | $8.3M |
| Droms Strauss Advisors Inc. /Mo/ | 2.59% | New | 58,594 | $7.9M |
| Bedell Frazier Investment Counselling, LLC | 1.95% | New | 58,158 | $7.9M |
| MML Investors Services, LLC | 0.03% | Add +3.5% | 57,624 | $7.8M |
| SOA Wealth Advisors, LLC. | 1.43% | Reduce -1.8% | 57,407 | $7.8M |
| Kestra Advisory Services, LLC | 0.04% | Add +8.0% | 56,022 | $7.6M |
| Regions Financial Corp. | 0.06% | Add +8.0% | 55,711 | $7.5M |
| Inspire Trust Co, N.A. | 1.93% | No change | 55,663 | $7.5M |
| JFS Wealth Advisors, LLC | 0.51% | Add +7.8% | 55,122 | $7.5M |
| Rovin Capital /Ut/ | 2.66% | Add +320.9% | 54,608 | $7.4M |
| Financial Advisors Network, Inc. | 1.22% | — | 54,292 | $7.3M |
| Sigma Planning Corp | 0.23% | Reduce -0.1% | 54,083 | $7.3M |
| Newton One Investments LLC | 2.81% | Reduce -1.4% | 53,835 | $7.3M |
| Ifrah Financial Services, Inc. | 1.99% | Reduce -0.4% | 53,167 | $7.2M |
| Wilmington Savings Fund Society, FSB | 0.13% | Reduce -1.6% | 52,421 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.7% | 52,240 | $7.1M |
| Jmac Enterprises LLC | 1.05% | Add +0.4% | 49,579 | $6.7M |
| Azimuth Capital Investment Management LLC | 0.26% | No change | 48,638 | $6.6M |
| Cottage Street Advisors LLC | 3.41% | Reduce -0.3% | 48,421 | $6.6M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +2.5% | 47,432 | $6.4M |
| Citigroup Inc. | 0.01% | Add +41.8% | 46,694 | $6.3M |
| Clayton Financial Group LLC | 2.27% | Add +12.2% | 46,545 | $6.3M |
| Concurrent Investment Advisors, LLC | 0.17% | Add +7.4% | 45,973 | $6.2M |
| Centerpoint Advisors, LLC | 2.16% | Reduce -2.4% | 45,606 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.6% | 44,663 | $6.0M |
| Gemmer Asset Management LLC | 0.59% | No change | 44,241 | $6.0M |
| Savant Capital, LLC | 0.05% | Reduce -24.9% | 44,018 | $6.0M |
| NBT Bank, N.A. | 0.41% | Add +11.6% | 43,888 | $5.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -64.8% | 43,700 | $5.9M |
| Level Four Advisory Services, LLC | 0.23% | Reduce -9.9% | 42,384 | $5.7M |
| Chicago Partners Investment Group LLC | 0.19% | Reduce -25.7% | 41,967 | $5.7M |
| Councilor Wealth, LLC | 2.72% | Reduce -1.6% | 42,307 | $5.7M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -7.1% | 42,005 | $5.7M |
| Bokf, NA | 0.09% | Reduce -1.5% | 40,294 | $5.4M |
| Mill Creek Capital Advisors, LLC | 0.13% | Reduce -0.8% | 38,758 | $5.2M |
| Compound Planning, Inc. | 0.26% | Add +25.5% | 38,380 | $5.2M |
| Comerica Bank | 0.02% | Reduce -6.7% | 38,291 | $5.2M |
| Asset Management Group, Inc. | 0.91% | Reduce -3.3% | 37,625 | $5.1M |
| Bank of Montreal | 0.00% | Add +0.3% | 37,432 | $5.1M |
| Dumont & Blake Investment Advisors LLC | 1.32% | Reduce -1.6% | 36,285 | $4.9M |
| Greenleaf Trust | 0.04% | Reduce -1.0% | 36,130 | $4.9M |
| Sunbelt Securities, Inc. | 0.43% | Add +9.0% | 36,020 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -1.8% | 34,244 | $4.8M |
| Spreng Capital Management, Inc. | 2.05% | Add +17.8% | 34,020 | $4.6M |
| Northern Trust Corp. | 0.00% | Add +2.7% | 33,461 | $4.5M |
| Guidance Point Advisors, LLC | 1.32% | Add +0.1% | 33,333 | $4.5M |
| LTG Capital LLC | 3.78% | Reduce -0.6% | 33,269 | $4.5M |
| First Citizens Financial Corp | 2.39% | Reduce -0.7% | 32,574 | $4.4M |
| Accretive Wealth Partners, LLC | 1.83% | Add +0.1% | 31,894 | $4.3M |
| Code Waechter LLC | 3.76% | New | 31,855 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.0% | 31,211 | $4.2M |
| M1 Capital Management LLC | 2.28% | — | 31,170 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.2% | 31,132 | $4.2M |
| 1834 Investment Advisors Co. | 0.52% | Reduce -16.8% | 30,308 | $4.1M |
| First Merchants Corp. | 0.16% | Reduce -0.5% | 30,280 | $4.1M |
| Fortress Financial Group, LLC | 4.02% | — | 29,888 | $4.0M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +8.9% | 29,805 | $4.0M |
| Watts Gwilliam & Co., LLC | 0.82% | Reduce -16.9% | 28,554 | $3.9M |
| First Horizon Advisors, Inc. | 0.11% | Add +1.2% | 28,523 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -25.9% | 28,351 | $3.8M |
| Sowell Financial Services LLC | 0.20% | Add +148.4% | 28,189 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.2% | 27,975 | $3.8M |
| TD Private Client Wealth LLC | 0.11% | Add +5.3% | 27,747 | $3.8M |
| Neumann Capital Management, LLC | 1.25% | Add +3.3% | 27,700 | $3.7M |
| Courier Capital LLC | 0.25% | Add +9.9% | 27,264 | $3.7M |
| Apollon Wealth Management, LLC | 0.09% | Add +10.2% | 27,253 | $3.7M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -10.3% | 26,643 | $3.6M |
| Soltis Investment Advisors LLC | 0.33% | Add +5.1% | 26,174 | $3.5M |
| Financial Advocates Investment Management | 0.20% | Add +1.0% | 25,915 | $3.5M |
| Harbor Advisory Corp. | 1.15% | No change | 25,784 | $3.5M |
| Cresset Asset Management, LLC | 0.02% | Reduce -24.3% | 25,737 | $3.5M |
| Pacific Sun Financial Corp | 1.86% | Add +0.1% | 25,258 | $3.4M |
| Tobias Financial Advisors, Inc. | 0.68% | Reduce -0.0% | 25,135 | $3.4M |
| Family Firm, Inc. | 0.75% | Add +1.1% | 25,017 | $3.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.6% | 24,813 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +12.4% | 23,995 | $3.2M |
| Blue Edge Capital, LLC | 0.51% | Add +0.3% | 23,857 | $3.2M |
| Principle Wealth Partners LLC | 0.22% | Add +4.0% | 23,333 | $3.2M |
| BKM Wealth Management, LLC | 1.28% | Reduce -1.0% | 23,106 | $3.1M |
| Bfsg, LLC | 0.36% | Add +10.7% | 22,861 | $3.1M |
| Strive Asset Management, LLC | 2.29% | — | 22,558 | $3.1M |
| Associated Banc-Corp | 0.09% | Add +1.3% | 21,981 | $3.0M |
| Victory Financial Group, LLC | 0.78% | — | 21,855 | $3.0M |
| Smith Anglin Financial, LLC | 0.28% | Reduce -0.0% | 21,818 | $3.0M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -5.3% | 21,563 | $2.9M |
| Novak & Powell Financial Services, Inc. | 1.74% | Add +83.6% | 23,690 | $2.9M |
| Cypress Capital Management LLC (WY) | 3.31% | New | 21,351 | $2.9M |
| NorthRock Partners, LLC | 0.09% | Reduce -3.0% | 21,105 | $2.9M |
| Trail Ridge Investment Advisors, LLC | 1.35% | Add +3.2% | 21,006 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.21% | Add +2.6% | 20,742 | $2.8M |
| Broadview Financial Management, LLC | 2.00% | Reduce -2.0% | 20,657 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Add +6.9% | 20,596 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 19,916 | $2.7M |
| Vicus Capital | 0.24% | Add +12.5% | 19,870 | $2.7M |
| Fortis Group Advisors, LLC | 0.50% | New | 19,800 | $2.7M |
| MSH Capital Advisors LLC | 0.84% | Add +13.2% | 19,731 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -7.3% | 19,669 | $2.7M |
| StoneX Group Inc. | 0.14% | New | 19,468 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +234.6% | 19,436 | $2.6M |
| Quotient Wealth Partners, LLC | 0.08% | Add +1.1% | 19,002 | $2.6M |
| Arkadios Wealth Advisors | 0.14% | Reduce -2.8% | 18,802 | $2.5M |
| Hilltop Holdings Inc. | 0.16% | New | 18,538 | $2.5M |
| Northeast Financial Consultants Inc | 0.10% | Reduce -8.0% | 18,387 | $2.5M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -0.4% | 18,352 | $2.5M |
| Ullmann Wealth Partners Group, LLC | 0.31% | Add +0.1% | 18,021 | $2.4M |
| Connecticut Wealth Management, LLC | 0.12% | Reduce -2.0% | 17,286 | $2.3M |
| Oarsman Capital, Inc. | 0.40% | Reduce -4.6% | 17,067 | $2.3M |
| Lee, Kelleher & Klein Wealth Management | 1.64% | — | 17,030 | $2.3M |
| Pathway Financial Advisors LLC | 0.53% | Reduce -0.3% | 16,936 | $2.3M |
| InvesTrust | 0.64% | — | 16,882 | $2.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.5% | 16,816 | $2.3M |
| American Financial & Tax Strategies Inc. | 1.17% | Reduce -0.2% | 16,636 | $2.3M |
| HB Wealth Management, LLC | 0.02% | No change | 16,623 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +78.5% | 16,117 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +78.5% | 16,117 | $2.2M |
| Pacific Financial Group Inc. | 1.60% | Reduce -1.2% | 15,964 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | New | 15,903 | $2.2M |
| Taylor Financial Group, Inc. | 1.48% | Add +5.3% | 15,746 | $2.1M |
| Thomasville National Bank | 0.15% | Reduce -4.5% | 15,693 | $2.1M |
| Asset Dedication, LLC | 0.17% | Reduce -9.6% | 15,594 | $2.1M |
| Greenup Street Wealth Management LLC | 0.41% | New | 15,409 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +24.2% | 15,300 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Add +5.5% | 14,817 | $2.0M |
| DT Investment Partners, LLC | 0.17% | No change | 14,700 | $2.0M |
| Baring Financial LLC | 1.76% | — | 14,555 | $2.0M |
| PSI Advisors, LLC | 0.58% | Reduce -10.2% | 14,384 | $1.9M |
| LGL Partners, LLC | 0.28% | Add +0.2% | 14,273 | $1.9M |
| Tiemann Investment Advisors, LLC | 0.85% | Add +0.2% | 14,106 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.7% | 14,103 | $1.9M |
| City Holding Co. | 0.26% | Add +15.1% | 13,694 | $1.9M |
| First Hawaiian Bank | 0.06% | Reduce -9.7% | 13,665 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -5.9% | 13,664 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +13.0% | 13,557 | $1.8M |
| Ballentine Partners, LLC | 0.03% | No change | 13,560 | $1.8M |
| White Lighthouse Investment Management Inc. | 0.32% | Reduce -0.6% | 13,512 | $1.8M |
| Parallel Advisors, LLC | 0.04% | Reduce -1.0% | 13,426 | $1.8M |
| Sonata Capital Group Inc. | 0.75% | Add +1.2% | 13,393 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +35.4% | 12,728 | $1.8M |
| Becker Capital Management Inc. | 0.06% | Add +0.5% | 12,817 | $1.7M |
| Ironwood Financial, llc | 0.36% | Reduce -4.7% | 12,796 | $1.7M |
| St. Louis Trust Co | 0.24% | Add +0.0% | 12,570 | $1.7M |
| Alaska Permanent Fund Corp | 0.03% | Reduce -70.0% | 12,440 | $1.7M |
| Blair William & Co. | 0.00% | Add +6.3% | 12,275 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +36.0% | 12,247 | $1.7M |
| Cranbrook Wealth Management, LLC | 0.38% | Reduce -1.1% | 12,149 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Add +1.4% | 12,095 | $1.6M |
| Brookstone Capital Management | 0.02% | Reduce -0.5% | 12,014 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.78% | Add +0.1% | 11,797 | $1.6M |
| Parkside Financial Bank & Trust | 0.21% | Add +22.6% | 11,760 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | New | 11,649 | $1.6M |
| &partners | 0.02% | Add +15.8% | 11,406 | $1.6M |
| Sovereign Investment Advisors, LLC | 0.46% | Add +0.3% | 11,541 | $1.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.4% | 11,498 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +3.4% | 11,452 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.3% | 11,172 | $1.5M |
| Dominguez Wealth Management Solutions, Inc. | 1.10% | Add +1.2% | 11,174 | $1.5M |
| Ruggaard & Associates LLC | 0.65% | Reduce -1.8% | 10,880 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.6% | 10,542 | $1.4M |
| Beaumont Asset Management, L.L.C. | 0.82% | Reduce -2.8% | 10,511 | $1.4M |
| Park Place Capital Corp | 0.39% | Reduce -4.4% | 10,419 | $1.4M |
| Whittier Trust Co. | 0.02% | Reduce -0.1% | 10,399 | $1.4M |
| Cwm, LLC | 0.01% | Add +2.3% | 10,259 | $1.4M |
| Regal Investment Advisors LLC | 0.10% | Add +2.1% | 10,256 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.5% | 10,241 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 10,230 | $1.4M |
| Moors & Cabot, Inc. | 0.07% | Add +15.5% | 10,191 | $1.4M |
| Evensky & Katz LLC | 0.09% | Add +0.1% | 10,156 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +17.9% | 9,902 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.38% | Reduce -3.5% | 9,887 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -7.4% | 9,788 | $1.3M |
| Capital Analysts, LLC | 0.05% | Reduce -0.7% | 9,488 | $1.3M |
| Willner & Heller, LLC | 1.12% | Add +0.5% | 9,406 | $1.3M |
| Paragon Private Wealth Management, LLC | 0.58% | No change | 9,343 | $1.3M |
| Cary Street Partners Financial LLC | 0.04% | — | 9,280 | $1.3M |
| Richards, Merrill & Peterson, Inc. | 0.65% | — | 9,130 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Reduce -3.9% | 9,076 | $1.2M |
| Teamwork Financial Advisors, LLC | 0.16% | Add +36.1% | 9,042 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.5% | 8,941 | $1.2M |
| Stephens Inc. | 0.02% | Reduce -14.9% | 8,898 | $1.2M |
| Founders Grove Wealth Partners, LLC | 0.35% | — | 8,860 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Add +10.1% | 8,781 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.43% | Reduce -0.2% | 8,666 | $1.2M |
| Renasant Bank | 0.76% | Reduce -6.5% | 8,620 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -0.3% | 8,370 | $1.1M |
| Bragg Financial Advisors, Inc | 0.05% | Reduce -0.7% | 8,344 | $1.1M |
| Columbia Bank | 0.39% | Add +48.8% | 8,274 | $1.1M |
| Financial Alternatives, Inc | 0.79% | No change | 8,264 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | Add +295.3% | 8,226 | $1.1M |
| Roberts Financial Services LLC | 0.21% | Add +6.0% | 8,206 | $1.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.28% | No change | 8,193 | $1.1M |
| JNBA Financial Advisors | 0.11% | Reduce -3.9% | 8,133 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Add +1.9% | 8,101 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.36% | Add +8.0% | 8,078 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Reduce -0.2% | 7,948 | $1.1M |
| Stevens Capital Partners | 0.49% | Reduce -3.6% | 7,946 | $1.1M |
| Allworth Financial LP | 0.01% | Add +168.3% | 7,617 | $1.1M |
| Dana Investment Advisors, Inc. | 0.03% | Add +90.8% | 7,766 | $1.1M |
| Financial Counselors Inc. | 0.02% | Reduce -0.8% | 7,642 | $1.0M |
| Quadcap Wealth Management, LLC | 0.15% | Add +10.6% | 7,620 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +214.8% | 7,549 | $1.0M |
| Citadel Advisors | 0.00% | New | 7,468 | $1.0M |
| WealthShield Partners, LLC | 0.14% | Reduce -1.9% | 7,467 | $1.0M |
| Hutchinson Capital Management | 0.19% | No change | 7,465 | $1.0M |
| Acas, LLC | 0.75% | Reduce -0.9% | 7,093 | $1.0M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.4% | 7,422 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.7% | 7,316 | $990K |
| Acropolis Investment Management, LLC | 0.06% | Add +0.1% | 7,305 | $989K |
| Lion Street Advisors, LLC | 0.31% | Reduce -12.2% | 7,200 | $975K |
| Guerra Pan Advisors, LLC | 0.70% | Add +31.2% | 7,163 | $970K |
| EFG Asset Management (Americas) Corp. | 0.19% | Add +35.4% | 7,145 | $967K |
| Capital Square, LLC | 0.54% | Add +5.6% | 6,766 | $953K |
| Tritonpoint Wealth, LLC | 0.09% | Reduce -0.0% | 7,014 | $949K |
| Financial Management Network Inc. | 0.20% | Reduce -7.1% | 6,888 | $946K |
| Mutual Advisors, LLC | 0.03% | Reduce -1.6% | 6,814 | $946K |
| Amplius Wealth Advisors, LLC | 0.10% | Add +52.7% | 6,978 | $945K |
| Essex Financial Services, Inc. | 0.07% | Add +19.5% | 6,975 | $944K |
| BlackRock, Inc. | 0.00% | Add +1301.6% | 6,952 | $941K |
| Fifth Third Securities, Inc. | 0.08% | Add +3.8% | 6,943 | $940K |
| Key Financial Inc | 0.21% | No change | 6,881 | $931K |
| Midland Wealth Advisors, LLC | 0.06% | Reduce -4.6% | 6,808 | $922K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -11.1% | 6,720 | $910K |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -0.7% | 6,686 | $905K |
| Blackston Financial Advisory Group, LLC | 0.45% | Reduce -2.7% | 6,618 | $896K |
| Joel Isaacson & Co., LLC | 0.04% | Add +0.1% | 6,601 | $894K |
| Christensen, King & Associates Investment Services, Inc. | 0.42% | Reduce -0.8% | 6,447 | $888K |
| Slow Capital, Inc. | 0.12% | Reduce -1.2% | 6,464 | $875K |
| Waverly Advisors, LLC | 0.01% | Add +93.9% | 6,446 | $873K |
| Commerce Bank | 0.01% | No change | 6,381 | $864K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 6,350 | $860K |
| DAVENPORT & Co LLC | 0.01% | Add +4.4% | 6,343 | $859K |
| Patten Group, Inc. | 0.19% | Add +13.5% | 6,185 | $837K |
| Finley Financial, LLC | 0.43% | — | 5,985 | $828K |
| Strategic Family Wealth Counselors, L.L.C. | 0.27% | New | 6,073 | $822K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 6,067 | $821K |
| Forbes Financial Planning, Inc. | 0.40% | Reduce -69.8% | 6,066 | $821K |
| Fortitude Family Office, LLC | 0.29% | New | 6,060 | $820K |
| Private Advisory Group LLC | 0.09% | Reduce -3.3% | 6,021 | $815K |
| MCF Advisors LLC | 0.06% | Reduce -0.2% | 5,961 | $807K |
| Prospect Financial Services LLC | 0.44% | Add +77.3% | 5,946 | $805K |
| Legacy Trust | 0.19% | Reduce -10.1% | 5,915 | $801K |
| EWG Elevate Inc. | 0.24% | New | 5,863 | $794K |
| Hurley Capital, LLC | 0.63% | — | 5,676 | $780K |
| Global Retirement Partners, LLC | 0.02% | Reduce -54.0% | 5,695 | $771K |
| PKS Advisory Services, LLC | 0.19% | — | 5,669 | $768K |
| Money Concepts Capital Corp. | 0.06% | Reduce -4.6% | 5,660 | $766K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.2% | 5,620 | $761K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.8% | 5,602 | $758K |
| Nwam LLC | 0.05% | Reduce -3.4% | 5,556 | $752K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -1.5% | 5,553 | $752K |
| Sequent Asset Management, LLC | 0.37% | Reduce -1.9% | 5,517 | $747K |
| Signature Wealth Management Partners, LLC | 0.51% | Reduce -0.4% | 5,515 | $747K |
| Choreo, LLC | 0.01% | Add +4.8% | 5,513 | $746K |
| TAGStone Capital, Inc. | 0.35% | Add +0.3% | 5,315 | $720K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -2.5% | 5,263 | $713K |
| Sprinkle Financial Consultants LLC | 0.48% | Add +16.3% | 5,190 | $703K |
| Montecito Bank & Trust | 0.12% | Reduce -1.1% | 5,168 | $700K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +3.3% | 5,165 | $699K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -31.0% | 5,163 | $699K |
| Park Avenue Securities LLC | 0.01% | Add +194.1% | 5,115 | $692K |
| VAUGHAN & Co SECURITIES, INC. | 0.41% | No change | 5,074 | $687K |
| Everstar Asset Management, LLC | 0.48% | Reduce -4.8% | 5,015 | $679K |
| Allen Investment Management, LLC | 0.01% | No change | 5,000 | $677K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +41.5% | 4,996 | $676K |
| Private Trust Co. NA | 0.07% | Add +6.0% | 4,991 | $676K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -1.7% | 4,972 | $673K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 4,964 | $672K |
| Aspiriant, LLC | 0.02% | No change | 4,901 | $663K |
| Pension & Wealth Management Advisors, Inc. | 0.26% | New | 4,863 | $658K |
| Front Row Advisors LLC | 0.23% | No change | 4,838 | $655K |
| Grove Bank & Trust | 0.09% | No change | 4,811 | $651K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -0.2% | 4,760 | $644K |
| Presilium Private Wealth, LLC | 0.15% | Reduce -0.4% | 4,744 | $642K |
| Vanguard Group Inc. | 0.00% | No change | 4,741 | $642K |
| Operose Advisors LLC | 0.22% | Reduce -1.6% | 4,728 | $640K |
| Awm Capital, LLC | 0.08% | No change | 4,718 | $639K |
| Shoker Investment Counsel, Inc. | 0.22% | No change | 4,714 | $638K |
| Titleist Asset Management, LLC | 0.07% | New | 4,675 | $633K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,622 | $626K |
| Carl P. Sherr & Co., LLC | 0.33% | Reduce -12.2% | 4,617 | $625K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.1% | 4,613 | $624K |
| Calton & Associates, Inc. | 0.27% | New | 4,578 | $620K |
| FC Advisory LLC | 0.20% | Add +0.2% | 4,502 | $609K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.0% | 4,487 | $607K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -4.3% | 4,461 | $604K |
| Mather Group, Llc. | 0.01% | Add +3.9% | 4,455 | $603K |
| Ieq Capital, LLC | 0.01% | Add +0.0% | 4,438 | $601K |
| Rehmann Capital Advisory Group | 0.04% | Add +2.3% | 4,418 | $598K |
| Quadrant Private Wealth Management, LLC | 0.15% | Add +53.7% | 4,401 | $596K |
| Wellspring Financial Advisors, LLC | 0.06% | Add +10.6% | 4,388 | $594K |
| Lionshead Wealth Management, LLC | 0.43% | — | 4,374 | $592K |
| Simmons Bank | 0.04% | No change | 4,354 | $589K |
| Financial Consulate, Inc. | 0.16% | Reduce -8.5% | 4,341 | $588K |
| Farther Finance Advisors, LLC | 0.02% | Add +0.1% | 4,328 | $586K |
| Principal Securities, Inc. | 0.01% | Add +4.9% | 4,323 | $585K |
| Vickerman Investment Advisors, Inc. | 0.16% | Reduce -0.5% | 4,237 | $574K |
| Meridian Financial Advisors, LLC | 0.40% | Add +4.0% | 4,225 | $572K |
| CW Advisors, LLC | 0.01% | Add +48.6% | 4,209 | $570K |
| Vertex Planning Partners, LLC | 0.13% | No change | 4,202 | $569K |
| Kendall Capital Management | 0.17% | Add +5.7% | 4,180 | $566K |
| Inspirion Wealth Advisors, LLC | 0.08% | No change | 4,153 | $566K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -1.6% | 4,161 | $563K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.1% | 4,070 | $551K |
| Conning Inc. | 0.02% | Reduce -34.2% | 4,009 | $543K |
| Consolidated Portfolio Review Corp | 0.09% | New | 3,989 | $540K |
| TBH Global Asset Management, LLC | 0.13% | Add +0.1% | 3,964 | $537K |
| IFG Advisory, LLC | 0.03% | New | 3,938 | $533K |
| Callan Family Office, LLC | 0.03% | Reduce -10.8% | 3,935 | $533K |
| Ameritas Advisory Services, LLC | 0.02% | Add +10.5% | 3,897 | $528K |
| Quadrature Capital Ltd | 0.01% | New | 3,859 | $523K |
| One Day In July LLC | 0.05% | Reduce -0.2% | 3,854 | $522K |
| Investmark Advisory Group LLC | 0.26% | Reduce -0.6% | 3,853 | $522K |
| Total Wealth Planning, LLC | 0.08% | Reduce -5.8% | 3,846 | $521K |
| Cadence Bank | 0.04% | No change | 3,831 | $519K |
| Hancock Whitney Corp. | 0.02% | Reduce -0.7% | 3,819 | $517K |
| Fulton Bank, N.A. | 0.02% | No change | 3,769 | $510K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.2% | 3,756 | $508K |
| Bestgate Wealth Advisors, LLC | 1.01% | — | 3,720 | $504K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.6% | 3,696 | $501K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 3,446 | $490K |
| Dearborn Partners LLC | 0.02% | Reduce -0.2% | 4,232 | $488K |
| First Western Trust Bank | 0.02% | Reduce -15.7% | 3,577 | $484K |
| TruWealth Advisors, LLC | 0.03% | Add +3.7% | 3,575 | $484K |
| Tyche Wealth Partners LLC | 0.10% | Add +0.1% | 3,549 | $480K |
| Bridges Investment Management Inc. | 0.01% | Reduce -29.7% | 3,524 | $477K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -0.8% | 3,507 | $475K |
| TCTC Holdings, LLC | 0.02% | No change | 3,500 | $474K |
| Boston Financial Mangement LLC | 0.01% | No change | 3,496 | $473K |
| Wedmont Private Capital | 0.02% | Reduce -14.6% | 3,519 | $472K |
| Atria Investments, Inc | 0.01% | Reduce -1.6% | 3,467 | $469K |
| Summit Financial, LLC | 0.02% | No change | 3,451 | $467K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +535.2% | 3,430 | $464K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -0.5% | 3,423 | $463K |
| Merit Financial Group, LLC | 0.01% | Reduce -12.7% | 3,417 | $463K |
| Synovus Financial Corp. | 0.01% | Add +0.8% | 3,358 | $455K |
| Trueblood Wealth Management, LLC | 0.22% | Reduce -0.2% | 3,287 | $445K |
| Compass Ion Advisors, LLC | 0.05% | Add +0.1% | 3,272 | $443K |
| Bangor Savings Bank | 0.04% | No change | 3,250 | $440K |
| Paragon Advisors, LLC | 0.15% | New | 3,208 | $434K |
| Synergy Asset Management, LLC | 0.03% | Add +100.0% | 3,142 | $432K |
| KMG Fiduciary Partners, LLC | 0.04% | Reduce -0.1% | 3,119 | $422K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.4% | 3,097 | $419K |
| Atlantic Edge Private Wealth Management, LLC | 0.13% | No change | 3,077 | $417K |
| White Knight Strategic Wealth Advisors, LLC | 0.17% | Add +100.0% | 3,052 | $413K |
| Full Sail Capital, LLC | 0.03% | No change | 3,050 | $413K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | No change | 3,040 | $412K |
| Nilsine Partners, LLC | 0.04% | Add +61.0% | 3,035 | $411K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 3,014 | $408K |
| Saxon Interests, Inc. | 0.18% | Reduce -1.5% | 3,003 | $407K |
| Hickory Point Bank & Trust | 0.35% | — | 2,932 | $397K |
| Glen Eagle Advisors, LLC | 0.07% | Reduce -1.1% | 2,919 | $395K |
| Breakwater Capital Group | 0.08% | Add +0.9% | 2,869 | $388K |
| Liberty Capital Management, Inc. | 0.09% | Add +0.0% | 2,833 | $383K |
| Inlight Wealth Management, LLC | 0.22% | — | 2,804 | $380K |
| All Terrain Financial Advisors, LLC | 0.15% | No change | 2,803 | $379K |
| Executive Wealth Management, LLC | 0.03% | Add +7.0% | 2,791 | $378K |
| Betterment LLC | 0.00% | Add +10.9% | 2,777 | $376K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,774 | $376K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -23.2% | 2,765 | $374K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.0% | 2,710 | $367K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -12.4% | 2,738 | $367K |
| Mission Wealth Management, LP | 0.01% | Add +8.0% | 2,710 | $367K |
| NTV Asset Management LLC | 0.05% | No change | 2,704 | $366K |
| Atlas Brown,Inc. | 0.12% | Reduce -6.7% | 2,665 | $361K |
| HRT Financial LP | 0.00% | New | 2,642 | $357K |
| Goodwin Investment Advisory | 0.19% | No change | 2,615 | $354K |
| Corundum Group, Inc. | 0.13% | No change | 2,600 | $352K |
| Park Edge Advisors, LLC | 0.10% | No change | 2,600 | $352K |
| Independent Advisor Alliance | 0.00% | New | 2,593 | $351K |
| First Trust Advisors LP | 0.00% | Reduce -0.4% | 2,574 | $348K |
| Eagle Strategies LLC | 0.06% | Reduce -3.9% | 2,570 | $348K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 2,520 | $341K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -8.1% | 2,513 | $340K |
| CRA Financial Services, LLC | 0.06% | No change | 2,500 | $338K |
| Mechanics Bank Trust Department | 0.05% | No change | 2,500 | $338K |
| Renaissance Technologies | 0.00% | New | 2,500 | $338K |
| RE Dickinson Investment Advisors, LLC | 0.29% | Reduce -27.4% | 2,494 | $338K |
| Sensible Money, LLC | 0.15% | Reduce -9.2% | 2,490 | $337K |
| Legacies Wealth LLC | 0.26% | New | 2,489 | $337K |
| Independent Financial Group, LLC | 0.01% | Add +6.8% | 2,479 | $336K |
| Rothschild Investment LLC | 0.02% | No change | 2,471 | $334K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 2,431 | $329K |
| Harbour Investments, Inc. | 0.01% | No change | 2,402 | $325K |
| First Wilshire Securities Management Inc. | 0.09% | No change | 2,400 | $325K |
| Amara Financial, Llc. | 0.30% | Add +0.3% | 2,399 | $325K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -2.2% | 2,388 | $323K |
| Central Bank & Trust Co. | 0.05% | No change | 2,382 | $322K |
| Argent Trust Co | 0.01% | No change | 2,378 | $322K |
| ShoreHaven Wealth Partners, LLC | 0.15% | Reduce -0.1% | 2,376 | $322K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,350 | $318K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,348 | $318K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -1.1% | 2,346 | $318K |
| Spirepoint Private Client, LLC | 0.04% | No change | 2,336 | $316K |
| Prosperity Planning, Inc. | 0.14% | Add +0.3% | 2,330 | $315K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 2,330 | $315K |
| WealthTrust Axiom LLC | 0.09% | No change | 2,320 | $314K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -80.7% | 2,316 | $314K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | No change | 2,309 | $313K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -0.9% | 2,306 | $312K |
| Ackerman Capital Advisors, LLC | 0.08% | No change | 2,300 | $311K |
| LaFleur & Godfrey LLC | 0.04% | No change | 2,300 | $311K |
| Bensler, LLC | 0.04% | Reduce -10.8% | 2,289 | $310K |
| Heritage Wealth Advisors | 0.02% | No change | 2,288 | $310K |
| Paragon Capital Management Ltd | 0.06% | No change | 2,284 | $309K |
| Freedom Investment Management, Inc. | 0.03% | Add +8.7% | 2,270 | $307K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 2,268 | $307K |
| Security National Bank | 0.04% | No change | 2,265 | $307K |
| Chokshi & Queen Wealth Advisors, Inc | 0.19% | — | 2,262 | $306K |
| Essex LLC | 0.06% | No change | 2,260 | $306K |
| Transcendent Capital Group LLC | 0.16% | Add +36.3% | 2,260 | $306K |
| Apollon Financial, LLC | 0.08% | No change | 2,250 | $305K |
| Warner Financial, Inc. | 0.13% | Add +0.1% | 2,236 | $303K |
| AQR Capital Management | 0.00% | New | 2,234 | $302K |
| Capital Market Strategies LLC | 0.17% | Reduce -1.1% | 2,231 | $302K |
| Safeguard Financial, LLC | 0.07% | New | 2,230 | $302K |
| Clarity Asset Management, Inc. | 0.20% | Add +0.3% | 2,220 | $301K |
| Pioneer Trust Bank N A | 0.07% | No change | 2,200 | $298K |
| Richard P Slaughter Associates Inc | 0.07% | Add +3.0% | 2,200 | $298K |
| Curi Capital, LLC | 0.01% | Reduce -0.1% | 2,197 | $297K |
| Pure Financial Advisors, LLC | 0.01% | Add +1.5% | 2,191 | $297K |
| Venture Visionary Partners LLC | 0.01% | Add +5.0% | 2,177 | $295K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -22.6% | 2,170 | $294K |
| West Coast Financial LLC | 0.03% | No change | 2,152 | $291K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 2,150 | $291K |
| Advisory Alpha, LLC | 0.01% | Add +4.3% | 2,134 | $289K |
| GWN Securities Inc. | 0.08% | — | 2,080 | $286K |
| AE Wealth Management LLC | 0.00% | New | 2,115 | $286K |
| Bessemer Group Inc. | 0.00% | No change | 2,100 | $284K |
| Congress Asset Management Co. | 0.00% | New | 2,096 | $284K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -91.4% | 2,094 | $284K |
| Cambridge Financial Group, LLC | 0.12% | Add +2.6% | 2,093 | $283K |
| GC Wealth Management RIA, LLC | 0.05% | No change | 2,078 | $281K |
| Evergreen Private Wealth LLC | 0.13% | Add +2.2% | 2,071 | $280K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,039 | $276K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -3.5% | 2,003 | $271K |
| Manchester Capital Management LLC | 0.03% | No change | 2,000 | $271K |
| Wealthspire Retirement, LLC | 0.02% | New | 1,980 | $268K |
| Sage Financial Management Group, Inc. | 0.10% | Reduce -1.7% | 1,959 | $265K |
| Trust Co. of Vermont | 0.01% | Add +42.1% | 1,949 | $264K |
| Eagle Bay Advisors LLC | 0.17% | Reduce -1.1% | 1,942 | $263K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -4.8% | 1,941 | $263K |
| Mgo One Seven LLC | 0.01% | No change | 1,900 | $257K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.1% | 1,894 | $256K |
| Avior Wealth Management, LLC | 0.01% | No change | 1,883 | $255K |
| Capital City Trust Co. | 0.06% | No change | 1,880 | $254K |
| Graypoint LLC | 0.02% | Reduce -7.0% | 1,870 | $253K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,860 | $252K |
| Compton Wealth Advisory Group, LLC | 0.06% | No change | 1,845 | $250K |
| First Financial Bank - Trust Division | 0.02% | No change | 1,844 | $250K |
| Security National Bank of So Dak | 0.14% | No change | 1,838 | $249K |
| Quadrant Capital Group LLC | 0.02% | Reduce -41.9% | 1,835 | $248K |
| Optimist Retirement Group LLC | 0.12% | Add +0.3% | 1,826 | $247K |
| PFG Advisors | 0.01% | Add +0.6% | 1,799 | $244K |
| Motco | 0.02% | Reduce -0.8% | 1,781 | $241K |
| Financial Life Planners | 0.20% | — | 1,780 | $241K |
| Valley National Advisers Inc. | 0.04% | No change | 1,780 | $240K |
| PFG Private Wealth Management, LLC | 0.14% | No change | 1,766 | $239K |
| Destiny Capital Corp | 0.14% | Add +3.3% | 1,763 | $239K |
| Oak Wealth Advisors LLC | 0.18% | — | 1,750 | $237K |
| Bar Harbor Wealth Management | 0.02% | No change | 1,748 | $237K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | Reduce -1.3% | 1,735 | $235K |
| Uptick Partners, LLC | 0.08% | Reduce -10.0% | 1,705 | $231K |
| PCA Investment Advisory Services Inc. | 0.11% | Reduce -42.7% | 1,704 | $231K |
| Allodium Investment Consultants, LLC | 0.19% | — | 1,690 | $229K |
| PBMares Wealth Management LLC | 0.05% | Reduce -0.3% | 1,684 | $228K |
| Net Worth Advisory Group | 0.07% | Add +2.3% | 1,673 | $226K |
| CENTRAL TRUST Co | 0.01% | Add +69.4% | 1,672 | $226K |
| Gen-Wealth Partners Inc | 0.10% | Add +5.5% | 1,669 | $226K |
| Chemung Canal Trust Co. | 0.05% | Reduce -8.7% | 1,664 | $225K |
| Heritage Financial Services, LLC | 0.03% | No change | 1,654 | $224K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.4% | 1,613 | $224K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 1,650 | $223K |
| Beaton Management Co. Inc. | 0.11% | No change | 1,640 | $222K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 1,569 | $222K |
| United Community Bank | 0.09% | No change | 1,636 | $221K |
| Silverlake Wealth Management LLC | 0.09% | Add +0.1% | 1,635 | $221K |
| Brighton Jones LLC | 0.01% | Reduce -38.9% | 1,634 | $221K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,633 | $221K |
| Old National Bancorp | 0.01% | Reduce -16.1% | 1,626 | $220K |
| Larson Financial Group LLC | 0.01% | Reduce -65.0% | 1,619 | $219K |
| Amarillo National Bank | 0.04% | New | 1,614 | $218K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,600 | $217K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,600 | $217K |
| Geneva Capital Management LLC | 0.00% | New | 1,595 | $216K |
| Cozad Asset Management Inc. | 0.02% | New | 1,595 | $216K |
| Twelve Points Wealth Management LLC | 0.06% | No change | 1,589 | $215K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,587 | $215K |
| Strategic Blueprint, LLC | 0.01% | New | 1,581 | $214K |
| Unionview, LLC | 0.16% | Add +0.3% | 1,581 | $214K |
| Maltin Wealth Management, Inc. | 0.10% | Reduce -61.7% | 1,566 | $212K |
| Riggs Asset Managment Co. Inc. | 0.06% | Reduce -97.5% | 1,563 | $212K |
| HFG Advisors, Inc. | 0.18% | No change | 1,533 | $208K |
| Burling Wealth Partners, LLC | 0.04% | — | 1,520 | $206K |
| Claro Advisors Inc. | 0.03% | Add +0.1% | 1,515 | $205K |
| Hoxton Planning & Management, LLC | 0.08% | Add +0.5% | 1,510 | $204K |
| Tranquility Partners, LLC | 0.08% | No change | 1,506 | $204K |
| IFG Advisors, LLC | 0.04% | New | 1,502 | $203K |
| TrinityPoint Wealth, LLC | 0.03% | New | 1,491 | $202K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 1,481 | $201K |
| Garde Capital, Inc. | 0.01% | Reduce -4.8% | 1,477 | $200K |
| Assetmark, Inc. | 0.00% | Add +16.6% | 1,449 | $196K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +16.7% | 1,400 | $196K |
| MV Capital Management, Inc. | 0.02% | No change | 1,435 | $194K |
| Roble, Belko & Company, Inc | 0.03% | No change | 1,420 | $192K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,411 | $191K |
| Kentucky Trust Co | 0.11% | — | 1,400 | $190K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,346 | $182K |
| SouthState Bank Corp | 0.01% | No change | 1,325 | $179K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,307 | $177K |
| Eastern Bank | 0.00% | No change | 1,302 | $176K |
| Bellwether Advisors, LLC | 0.03% | New | 1,260 | $171K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +15.6% | 1,265 | $170K |
| Investment Research & Advisory Group, Inc. | 0.07% | No change | 1,252 | $169K |
| MidAtlantic Capital Management, Inc. | 0.12% | Reduce -0.2% | 1,250 | $169K |
| Financial Freedom, LLC | 0.08% | Add +0.3% | 1,175 | $159K |
| National Bank of Canada | 0.00% | No change | 1,138 | $154K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.3% | 1,125 | $152K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -0.3% | 1,067 | $150K |
| Windsor Advisory Group, LLC | 0.17% | No change | 1,104 | $149K |
| HM Payson & Co. | 0.00% | No change | 1,101 | $149K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.1% | 1,075 | $145K |
| Tidemark, LLC | 0.06% | Add +0.3% | 1,068 | $145K |
| Spectrum Wealth Counsel, LLC | 0.02% | Reduce -61.0% | 1,052 | $142K |
| Private Capital Management LLC | 0.03% | Add +725.8% | 1,024 | $139K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,008 | $136K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $135K |
| Insight Inv LLC | 0.09% | Add +126.1% | 963 | $130K |
| Stephens Consulting, LLC | 0.03% | Reduce -1.2% | 921 | $125K |
| Mechanics Financial Corp | 0.06% | No change | 916 | $124K |
| Realta Investment Advisors | 0.05% | New | 900 | $124K |
| Evermay Wealth Management LLC | 0.02% | No change | 913 | $124K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 896 | $121K |
| Bogart Wealth, LLC | 0.01% | No change | 884 | $120K |
| Country Trust Bank | 0.00% | No change | 849 | $115K |
| one8zero8, LLC | 0.02% | — | 829 | $112K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -1.8% | 801 | $108K |
| Chilton Capital Management LLC | 0.00% | No change | 800 | $108K |
| Synergy Investment Management, LLC | 0.05% | — | 781 | $106K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 730 | $99K |
| Logan Capital Management Inc. | 0.00% | No change | 729 | $99K |
| Salem Investment Counselors Inc. | 0.00% | Add +21.5% | 724 | $98K |
| Menard Financial Group LLC | 0.06% | New | 684 | $93K |
| First United Bank & Trust | 0.03% | No change | 670 | $91K |
| Qube Research & Technologies Ltd | 0.00% | New | 666 | $90K |
| Phillips Financial Management, LLC | 0.01% | No change | 661 | $89K |
| Atwood & Palmer Inc. | 0.01% | No change | 658 | $89K |
| Painted Porch Advisors LLC | 0.04% | No change | 651 | $88K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 640 | $87K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 638 | $86K |
| Measured Risk Portfolios, Inc. | 0.09% | — | 628 | $85K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +175.0% | 605 | $82K |
| First Financial Corp. | 0.04% | No change | 600 | $81K |
| Blue Trust, Inc. | 0.00% | No change | 600 | $81K |
| CoreCap Advisors, LLC | 0.00% | Add +0.7% | 594 | $80K |
| Sandy Spring Bank | 0.00% | No change | 587 | $79K |
| Financial Perspectives, Inc | 0.03% | Add +5.8% | 584 | $79K |
| Atticus Wealth Management, LLC | 0.02% | Add +0.3% | 584 | $79K |
| Topsail Wealth Management, LLC | 0.02% | — | 576 | $78K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 559 | $76K |
| Continuum Advisory, LLC | 0.01% | No change | 552 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.2% | 550 | $74K |
| Kings Path Partners LLC | 0.03% | No change | 546 | $74K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 540 | $73K |
| Peachtree Investment Partners, LLC | 0.03% | Add +0.4% | 516 | $70K |
| Caldwell Trust Co | 0.01% | No change | 514 | $70K |
| Lindbrook Capital, LLC | 0.01% | No change | 508 | $69K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -2.1% | 501 | $68K |
| Longview Financial Advisors LLC | 0.05% | — | 500 | $68K |
| Highline Wealth Partners LLC | 0.02% | New | 500 | $68K |
| Hilltop National Bank | 0.02% | No change | 500 | $68K |
| Concord Wealth Partners | 0.01% | Add +6.6% | 486 | $66K |
| Princeton Global Asset Management LLC | 0.01% | No change | 484 | $66K |
| Acima Private Wealth, LLC | 0.02% | No change | 470 | $64K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +92.7% | 451 | $61K |
| Colonial Trust Advisors | 0.01% | No change | 443 | $60K |
| BankPlus Trust Department | 0.02% | — | 411 | $56K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 408 | $55K |
| Mainstream Capital Management LLC | 0.04% | New | 400 | $54K |
| Powell Investment Advisors, LLC | 0.03% | No change | 400 | $54K |
| Citizens National Bank Trust Department | 0.01% | No change | 400 | $54K |
| Smithfield Trust Co | 0.00% | No change | 402 | $54K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 390 | $54K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.3% | 376 | $51K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 376 | $51K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 375 | $51K |
| Kestra Investment Management, LLC | 0.00% | New | 373 | $50K |
| Perkins Coie Trust Co | 0.01% | Add +18.6% | 370 | $50K |
| Spire Wealth Management | 0.00% | Reduce -3.6% | 370 | $50K |
| Rise Advisors, LLC | 0.02% | Add +0.3% | 366 | $50K |
| Oakworth Capital, Inc. | 0.00% | No change | 358 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.9% | 346 | $47K |
| Robinswood Financial LLC | 0.02% | Add +0.3% | 345 | $47K |
| Founders Capital Management | 0.03% | No change | 341 | $46K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 340 | $46K |
| Register Financial Advisors LLC | 0.02% | New | 315 | $43K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 309 | $42K |
| Founders Financial Alliance, LLC | 0.01% | No change | 294 | $40K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -29.7% | 291 | $39K |
| Darwin Wealth Management, LLC | 0.01% | No change | 281 | $38K |
| Independence Bank of Kentucky | 0.01% | No change | 280 | $38K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 279 | $38K |
| Horizons Wealth Management | 0.03% | No change | 270 | $37K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 263 | $36K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Add +105.5% | 261 | $35K |
| True Wealth Design, LLC | 0.01% | No change | 240 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -1.2% | 240 | $32K |
| Sage Mountain Advisors LLC | 0.00% | No change | 237 | $32K |
| Legacy Bridge, LLC | 0.02% | No change | 236 | $32K |
| Palouse Capital Management, Inc. | 0.02% | New | 232 | $31K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $30K |
| Perritt Capital Management Inc | 0.01% | No change | 202 | $27K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 200 | $27K |
| Atala Financial Inc | 0.02% | — | 200 | $27K |
| TruNorth Capital Management, LLC | 0.01% | No change | 200 | $27K |
| Bank of New Hampshire | 0.01% | No change | 196 | $27K |
| Sittner & Nelson, LLC | 0.01% | No change | 187 | $25K |
| MPWM Advisory Solutions, LLC | 0.02% | — | 180 | $24K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -98.0% | 178 | $24K |
| Wolff Wiese Magana LLC | 0.02% | No change | 174 | $24K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 169 | $23K |
| CNB Bank | 0.01% | No change | 164 | $22K |
| Albion Financial Group | 0.00% | No change | 161 | $22K |
| Community Bank, N.A. | 0.00% | No change | 160 | $22K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 159 | $22K |
| Matrix Private Capital Group LLC | 0.01% | Reduce -32.2% | 158 | $21K |
| Signaturefd, LLC | 0.00% | No change | 153 | $21K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 152 | $21K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 150 | $20K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 134 | $18K |
| Addison Advisors LLC | 0.00% | No change | 130 | $18K |
| North Star Investment Management Corp. | 0.00% | No change | 127 | $17K |
| Tortoise Investment Management, LLC | 0.00% | No change | 124 | $17K |
| EPG Wealth Management LLC | 0.00% | Reduce -45.5% | 122 | $17K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 112 | $15K |
| Avalon Trust Co | 0.00% | No change | 108 | $15K |
| Russell Investments Group, Ltd. | 0.00% | No change | 106 | $14K |
| Creative Capital Management Investments LLC | 0.01% | No change | 104 | $14K |
| Stonebridge Financial Group, LLC | 0.00% | — | 100 | $14K |
| Transce3nd, LLC | 0.00% | — | 97 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 96 | $13K |
| Venturi Wealth Management, LLC | 0.00% | New | 92 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | — | 88 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 86 | $12K |
| Barrett & Company, Inc. | 0.00% | No change | 80 | $11K |
| Golden State Wealth Management, LLC | 0.00% | — | 76 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 75 | $10K |
| Simplex Trading, LLC | 0.00% | Add +116.2% | 80 | $10K |
| FSA Wealth Management LLC | 0.00% | Reduce -1.4% | 72 | $10K |
| Ancora Advisors LLC | 0.00% | No change | 70 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 68 | $9K |
| New Wave Wealth Advisors LLC | 0.00% | New | 66 | $9K |
| Sachetta, LLC | 0.00% | No change | 62 | $8K |
| Brooklyn Investment Group | 0.00% | New | 61 | $8K |
| Howe & Rusling Inc. | 0.00% | Add +757.1% | 60 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 54 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +766.7% | 52 | $7K |
| West Branch Capital LLC | 0.00% | Add +2.0% | 51 | $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 | $5K |
| Legend Financial Advisors, Inc. | 0.00% | No change | 38 | $5K |
| Noble Wealth Management PBC | 0.00% | — | 32 | $4K |
| Christopher J. Hasenberg, Inc | 0.00% | Reduce -100.0% | 32 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 30 | $4K |
| Global Trust Asset Management, LLC | 0.00% | No change | 28 | $4K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 25 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 24 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 20 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 12 | $2K |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 10 | $1K |
| Abound Wealth Management | 0.00% | No change | 9 | $1K |
| Clear Investment Research, LLC | 0.00% | No change | 4 | $548 |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 4 | $542 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 4 | $541 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 3 | $406 |
| Heck Capital Advisors, LLC | 0.00% | Reduce -97.1% | 3 | $406 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $299 |
| Rialto Wealth Management, LLC | 0.00% | — | 2 | $271 |
| BNP Paribas Financial Markets | 0.00% | Reduce -66.7% | 1 | $135 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $68 |
"% 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.