iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q1 2025 (March 31)716holders −37
35new positions
68sold out
4famous investors
$124.48avg. 13F price*
At the end of Q1 2025, 716 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, down 37 from Q4 2024. 35 opened new positions and 68 sold out. The largest holders were Morgan Stanley ($407.5M), Bank of America Corp. ($257.7M) and FMR LLC ($203.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $17.4M |
| Exits | 68 | $43.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,305,636 shares bought and 1,708,672 shares sold, net −403,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 716 holders
| Morgan Stanley | 0.03% | Add +2.6% | 3,272,932 | $407.5M |
| Bank of America Corp. | 0.02% | Add +7.8% | 2,069,627 | $257.7M |
| FMR LLC | 0.01% | Add +20.4% | 1,631,122 | $203.1M |
| Wells Fargo & Company | 0.04% | Reduce -2.2% | 1,221,718 | $152.1M |
| UBS Group AG | 0.03% | Reduce -3.5% | 1,111,372 | $138.4M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.9% | 1,003,844 | $125.0M |
| LPL Financial LLC | 0.04% | Add +5.5% | 889,343 | $110.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +13.5% | 801,556 | $99.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.4% | 510,437 | $63.4M |
| Commonwealth Equity Services, LLC | 0.09% | Add +3.2% | 504,285 | $62.8M |
| M&T Bank Corp | 0.20% | Reduce -4.7% | 446,620 | $55.6M |
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 440,450 | $54.8M |
| Royal Bank of Canada | 0.01% | Reduce -8.5% | 362,855 | $45.2M |
| HighTower Advisors, LLC | 0.06% | Add +2.4% | 361,901 | $45.1M |
| Glenmede Trust Co. NA | 0.24% | Reduce -2.0% | 358,709 | $44.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -10.4% | 347,825 | $43.3M |
| One Capital Management, LLC | 1.30% | Reduce -5.6% | 308,506 | $38.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.8% | 300,711 | $37.4M |
| Brown Advisory Inc. | 0.05% | Add +16.8% | 296,371 | $36.9M |
| Cerity Partners LLC | 0.07% | Add +4.0% | 291,617 | $36.3M |
| Beaumont Financial Advisors, LLC | 2.36% | Add +0.9% | 242,047 | $30.1M |
| SPC Financial, Inc. | 2.20% | Add +1.6% | 200,628 | $25.0M |
| Captrust Financial Advisors | 0.06% | Add +0.6% | 196,917 | $24.5M |
| Oppenheimer Asset Management Inc. | 0.30% | Reduce -2.0% | 196,672 | $24.5M |
| Moneta Group Investment Advisors LLC | 0.34% | Add +0.7% | 195,597 | $24.4M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.2% | 191,734 | $23.9M |
| Schneider Downs Wealth Management Advisors, LP | 4.22% | Add +14.7% | 186,965 | $23.3M |
| Avantax Advisory Services, Inc. | 0.13% | Add +2.8% | 173,877 | $21.6M |
| Heartwood Wealth Advisors LLC | 2.36% | Reduce -3.7% | 166,044 | $20.7M |
| GHP Investment Advisors, Inc. | 0.97% | Reduce -1.5% | 161,730 | $20.1M |
| Jones Financial Companies LLLP | 0.02% | Add +13.6% | 160,256 | $19.8M |
| Mariner, LLC | 0.03% | Reduce -5.5% | 158,687 | $19.8M |
| Osaic Holdings, Inc. | 0.04% | Add +19.3% | 158,393 | $19.7M |
| Falcon Wealth Planning | 2.15% | Reduce -32.9% | 155,439 | $19.4M |
| Focus Partners Wealth | 0.05% | Add +1.7% | 150,854 | $18.8M |
| United Capital Financial Advisors, LLC | 0.16% | Reduce -2.6% | 147,766 | $18.4M |
| Stifel Financial Corp. | 0.02% | Reduce -6.9% | 147,249 | $18.3M |
| Pinnacle Financial Partners Inc | 0.32% | Add +7.4% | 125,582 | $15.8M |
| Truist Financial Corp. | 0.03% | Reduce -18.8% | 125,601 | $15.6M |
| Cetera Investment Advisers | 0.03% | Add +2.2% | 123,018 | $15.3M |
| Sterling Financial Planning, Inc. | 5.33% | Add +5.0% | 117,936 | $14.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.76% | Reduce -0.1% | 113,259 | $14.1M |
| Corient Private Wealth LP | 0.02% | Reduce -4.5% | 110,713 | $13.8M |
| Probity Advisors, Inc. | 2.46% | Add +3.1% | 102,808 | $12.8M |
| RTD Financial Advisors, Inc. | 1.70% | Reduce -1.1% | 101,844 | $12.7M |
| Creative Planning | 0.01% | Reduce -1.9% | 101,179 | $12.6M |
| M Holdings Securities, Inc. | 2.06% | Add +4.8% | 99,240 | $12.4M |
| Palisades Hudson Asset Management, L.P. | 5.42% | Reduce -3.1% | 95,901 | $11.9M |
| Texas Yale Capital Corp. | 0.49% | Reduce -0.3% | 95,610 | $11.9M |
| Keybank National Association | 0.05% | Reduce -0.4% | 95,093 | $11.8M |
| MAI Capital Management | 0.09% | Reduce -0.7% | 93,003 | $11.6M |
| IFP Advisors, Inc | 0.34% | Add +0.1% | 87,653 | $10.9M |
| Cassaday & Co Wealth Management LLC | 0.30% | Add +34.4% | 84,966 | $10.6M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +9.9% | 83,997 | $10.5M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +0.3% | 82,570 | $10.3M |
| US Bancorp \de | 0.01% | Reduce -4.1% | 82,321 | $10.2M |
| Equitable Holdings, Inc. | 0.09% | Reduce -1.6% | 73,804 | $9.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.3% | 73,719 | $9.2M |
| Franklin Resources Inc. | 0.00% | Add +0.5% | 73,065 | $9.1M |
| Capital Advisors, Ltd. LLC | 1.15% | Reduce -3.6% | 69,817 | $8.7M |
| Rodgers & Associates, LTD | 1.05% | Add +2.9% | 69,170 | $8.6M |
| Salomon & Ludwin, LLC | 0.89% | Reduce -2.9% | 67,355 | $8.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -1.1% | 67,184 | $8.4M |
| Prospera Financial Services Inc | 0.19% | Add +1706.9% | 66,783 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.0% | 66,390 | $8.3M |
| Keebeck Wealth Management | 1.22% | Reduce -8.9% | 66,114 | $8.2M |
| Fifth Third Bancorp | 0.03% | Reduce -4.8% | 64,521 | $8.0M |
| Pittenger & Anderson Inc. | 0.29% | No change | 63,450 | $7.9M |
| Inspire Trust Co, N.A. | 1.87% | Add +13.2% | 63,000 | $7.8M |
| Lake Street Private Wealth, LLC | 1.28% | Add +1.9% | 62,673 | $7.8M |
| Cordatus Wealth Management LLC | 2.12% | New | 61,953 | $7.7M |
| Lido Advisors, LLC | 0.05% | Reduce -34.0% | 61,347 | $7.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +5.2% | 58,941 | $7.3M |
| UMB Bank, n.a. | 0.12% | Reduce -6.7% | 57,771 | $7.2M |
| Newton One Investments LLC | 2.57% | Add +7.1% | 57,661 | $7.2M |
| SOA Wealth Advisors, LLC. | 1.48% | Reduce -0.7% | 57,023 | $7.1M |
| Financial Advisors Network, Inc. | 1.13% | Add +0.9% | 54,793 | $6.8M |
| Regions Financial Corp. | 0.05% | Reduce -4.0% | 53,471 | $6.7M |
| Citigroup Inc. | 0.01% | Add +14.3% | 53,359 | $6.6M |
| Ifrah Financial Services, Inc. | 1.88% | Reduce -1.3% | 52,500 | $6.5M |
| JFS Wealth Advisors, LLC | 0.44% | Reduce -4.8% | 52,487 | $6.5M |
| MML Investors Services, LLC | 0.02% | Reduce -9.3% | 52,277 | $6.5M |
| Wilmington Savings Fund Society, FSB | 0.12% | Reduce -3.9% | 50,388 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.0% | 49,624 | $6.2M |
| Azimuth Capital Investment Management LLC | 0.24% | No change | 48,638 | $6.1M |
| Clayton Financial Group LLC | 2.18% | Add +2.8% | 47,855 | $6.0M |
| Cottage Street Advisors LLC | 2.97% | Reduce -1.6% | 47,623 | $5.9M |
| Sigma Planning Corp | 0.18% | Reduce -14.2% | 46,426 | $5.8M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +0.3% | 46,097 | $5.7M |
| NBT Bank, N.A. | 0.41% | Add +4.9% | 46,057 | $5.7M |
| Bokf, NA | 0.10% | Add +11.1% | 44,746 | $5.6M |
| Compound Planning, Inc. | 0.25% | Add +16.1% | 44,578 | $5.5M |
| Gemmer Asset Management LLC | 0.55% | No change | 44,241 | $5.5M |
| Centerpoint Advisors, LLC | 2.02% | Reduce -3.5% | 44,013 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 43,237 | $5.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.9% | 42,908 | $5.3M |
| Level Four Advisory Services, LLC | 0.22% | Add +0.4% | 42,550 | $5.3M |
| Chicago Partners Investment Group LLC | 0.17% | Add +0.7% | 42,277 | $5.2M |
| Councilor Wealth, LLC | 2.48% | Reduce -5.8% | 39,857 | $5.0M |
| MJT & Associates Financial Advisory Group, Inc. | 4.73% | — | 39,544 | $4.9M |
| Mill Creek Capital Advisors, LLC | 0.12% | Add +0.0% | 38,760 | $4.8M |
| Comerica Bank | 0.02% | Reduce -1.0% | 37,909 | $4.7M |
| Asset Management Group, Inc. | 0.86% | Reduce -0.3% | 37,532 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +30.9% | 37,123 | $4.6M |
| Dumont & Blake Investment Advisors LLC | 1.26% | Reduce -0.3% | 36,161 | $4.5M |
| Accretive Wealth Partners, LLC | 1.57% | Add +12.4% | 35,848 | $4.4M |
| Droms Strauss Advisors Inc. /Mo/ | 1.52% | Reduce -39.2% | 35,616 | $4.4M |
| Northern Trust Corp. | 0.00% | Add +5.6% | 35,343 | $4.4M |
| Savant Capital, LLC | 0.04% | Reduce -20.1% | 35,172 | $4.4M |
| Sunbelt Securities, Inc. | 0.39% | Reduce -3.4% | 34,781 | $4.3M |
| Bank of Montreal | 0.00% | Reduce -7.2% | 34,723 | $4.3M |
| Code Waechter LLC | 3.44% | Add +5.4% | 33,573 | $4.2M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -2.0% | 33,547 | $4.2M |
| Guidance Point Advisors, LLC | 1.23% | Reduce -0.0% | 33,322 | $4.1M |
| Citadel Advisors | 0.00% | Add +343.8% | 33,140 | $4.1M |
| First Citizens Financial Corp | 2.30% | Add +0.5% | 32,721 | $4.1M |
| LTG Capital LLC | 3.56% | Reduce -5.7% | 31,375 | $3.9M |
| Watts Gwilliam & Co., LLC | 0.85% | Add +9.9% | 31,374 | $3.9M |
| Fortress Financial Group, LLC | 3.86% | Add +3.9% | 31,042 | $3.9M |
| Greenleaf Trust | 0.04% | Reduce -14.2% | 31,005 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.6% | 30,638 | $3.8M |
| Sowell Financial Services LLC | 0.17% | Add +6.3% | 29,978 | $3.7M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +0.4% | 29,913 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.1% | 29,625 | $3.7M |
| 1834 Investment Advisors Co. | 0.47% | Reduce -3.1% | 29,360 | $3.7M |
| Courier Capital LLC | 0.23% | Add +4.2% | 28,403 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.9% | 27,720 | $3.5M |
| Neumann Capital Management, LLC | 1.19% | No change | 27,700 | $3.4M |
| First Horizon Advisors, Inc. | 0.10% | Reduce -3.8% | 27,443 | $3.4M |
| Family Firm, Inc. | 0.75% | Add +7.9% | 26,985 | $3.4M |
| Pinnacle Associates Ltd. | 0.05% | Add +0.7% | 26,828 | $3.3M |
| Principle Wealth Partners LLC | 0.23% | Add +11.9% | 26,118 | $3.3M |
| Crestwood Advisors Group, LLC | 0.06% | Add +42.1% | 26,083 | $3.2M |
| Harbor Advisory Corp. | 1.08% | No change | 25,784 | $3.2M |
| Tobias Financial Advisors, Inc. | 0.60% | Reduce -1.1% | 24,847 | $3.1M |
| Pacific Sun Financial Corp | 1.76% | Reduce -1.9% | 24,791 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +18.6% | 24,419 | $3.0M |
| Cresset Asset Management, LLC | 0.02% | Reduce -6.3% | 24,127 | $3.0M |
| Redwood Investment Management, LLC | 0.32% | New | 23,956 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.6% | 23,912 | $3.0M |
| Victory Financial Group, LLC | 0.56% | Add +8.2% | 23,646 | $2.9M |
| Financial Advocates Investment Management | 0.21% | Reduce -8.8% | 23,632 | $2.9M |
| Bfsg, LLC | 0.35% | Add +1.1% | 23,102 | $2.9M |
| Blue Edge Capital, LLC | 0.46% | Reduce -3.4% | 23,040 | $2.9M |
| Quotient Wealth Partners, LLC | 0.09% | Add +21.1% | 23,006 | $2.9M |
| BKM Wealth Management, LLC | 1.17% | Reduce -1.5% | 22,768 | $2.8M |
| Vicus Capital | 0.26% | Add +13.9% | 22,632 | $2.8M |
| Associated Banc-Corp | 0.08% | Reduce -0.4% | 21,884 | $2.7M |
| Trail Ridge Investment Advisors, LLC | 1.37% | Add +1.4% | 21,310 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Add +38.9% | 21,252 | $2.6M |
| TD Private Client Wealth LLC | 0.07% | Reduce -24.4% | 20,980 | $2.6M |
| Cypress Capital Management LLC (WY) | 3.07% | Reduce -3.2% | 20,665 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +3.6% | 20,643 | $2.6M |
| Broadview Financial Management, LLC | 1.91% | Reduce -0.2% | 20,608 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +50.1% | 20,507 | $2.6M |
| Novak & Powell Financial Services, Inc. | 1.58% | Reduce -4.5% | 22,620 | $2.5M |
| Smith Anglin Financial, LLC | 0.27% | Reduce -7.0% | 20,280 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -7.0% | 20,045 | $2.5M |
| MSH Capital Advisors LLC | 0.76% | No change | 19,731 | $2.5M |
| NorthRock Partners, LLC | 0.08% | Reduce -9.5% | 19,103 | $2.4M |
| StoneX Group Inc. | 0.13% | Reduce -3.4% | 18,816 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.8% | 18,725 | $2.3M |
| Baring Financial LLC | 1.92% | Add +26.1% | 18,355 | $2.3M |
| Arkadios Wealth Advisors | 0.09% | Reduce -3.6% | 18,127 | $2.3M |
| Northeast Financial Consultants Inc | 0.10% | Reduce -1.4% | 18,122 | $2.3M |
| Hilltop Holdings Inc. | 0.14% | Reduce -2.5% | 18,075 | $2.3M |
| Strive Asset Management, LLC | 1.55% | Reduce -20.6% | 17,919 | $2.2M |
| Ullmann Wealth Partners Group, LLC | 0.29% | Reduce -1.6% | 17,725 | $2.2M |
| Connecticut Wealth Management, LLC | 0.11% | No change | 17,286 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +24.2% | 16,833 | $2.1M |
| Lee, Kelleher & Klein Wealth Management | 1.57% | Add +0.4% | 17,094 | $2.1M |
| Pathway Financial Advisors LLC | 0.38% | No change | 16,936 | $2.1M |
| HB Wealth Management, LLC | 0.02% | Add +1.8% | 16,922 | $2.1M |
| InvesTrust | 0.57% | Reduce -0.4% | 16,811 | $2.1M |
| World Investment Advisors | 0.05% | Reduce -88.6% | 16,783 | $2.1M |
| First Merchants Corp. | 0.08% | Reduce -44.6% | 16,770 | $2.1M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.7% | 16,702 | $2.1M |
| Taylor Financial Group, Inc. | 1.41% | Add +3.1% | 16,232 | $2.0M |
| Greenup Street Wealth Management LLC | 0.40% | Add +4.8% | 16,156 | $2.0M |
| Asset Dedication, LLC | 0.16% | Add +3.6% | 16,152 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -66.1% | 16,072 | $2.0M |
| American Financial & Tax Strategies Inc. | 1.07% | Reduce -3.8% | 16,001 | $2.0M |
| Pacific Financial Group Inc. | 1.59% | Reduce -1.0% | 15,804 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -0.6% | 15,812 | $2.0M |
| Soltis Investment Advisors LLC | 0.17% | Reduce -40.6% | 15,539 | $1.9M |
| First Heartland Consultants, Inc. | 0.20% | New | 15,515 | $1.9M |
| Thomasville National Bank | 0.14% | Reduce -2.0% | 15,374 | $1.9M |
| Oarsman Capital, Inc. | 0.34% | Reduce -10.2% | 15,323 | $1.9M |
| Geneos Wealth Management Inc. | 0.06% | Add +549.1% | 14,968 | $1.9M |
| DT Investment Partners, LLC | 0.18% | No change | 14,700 | $1.8M |
| Parallel Advisors, LLC | 0.04% | Add +5.7% | 14,184 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.79% | Reduce -1.2% | 13,931 | $1.7M |
| City Holding Co. | 0.24% | No change | 13,694 | $1.7M |
| Ballentine Partners, LLC | 0.03% | No change | 13,560 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -35.2% | 13,434 | $1.7M |
| Sonata Capital Group Inc. | 0.73% | Add +0.3% | 13,433 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.29% | Reduce -3.3% | 13,071 | $1.6M |
| Becker Capital Management Inc. | 0.05% | No change | 12,817 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Reduce -10.0% | 12,691 | $1.6M |
| First Hawaiian Bank | 0.23% | Reduce -7.4% | 12,659 | $1.6M |
| Ironwood Financial, llc | 0.34% | Reduce -1.3% | 12,632 | $1.6M |
| St. Louis Trust Co | 0.23% | No change | 12,570 | $1.6M |
| Matauro, LLC | 0.31% | Reduce -87.8% | 12,342 | $1.5M |
| PSI Advisors, LLC | 0.49% | Reduce -15.6% | 12,144 | $1.5M |
| Alaska Permanent Fund Corp | 0.02% | No change | 12,440 | $1.5M |
| Sovereign Investment Advisors, LLC | 0.52% | Reduce -0.9% | 11,437 | $1.5M |
| Cranbrook Wealth Management, LLC | 0.35% | Reduce -1.6% | 11,961 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -1.7% | 11,893 | $1.5M |
| Aft, Forsyth & Company, Inc. | 0.79% | Add +0.1% | 11,803 | $1.5M |
| Dominguez Wealth Management Solutions, Inc. | 1.07% | Add +5.1% | 11,742 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +2.4% | 11,731 | $1.5M |
| Stevens Capital Partners | 0.69% | Add +47.5% | 11,717 | $1.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.4% | 11,549 | $1.4M |
| Mission Wealth Management, LP | 0.04% | Add +321.6% | 11,425 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -6.2% | 11,273 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -10.4% | 11,003 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -54.3% | 10,964 | $1.4M |
| Ruggaard & Associates LLC | 0.59% | No change | 10,880 | $1.4M |
| Regal Investment Advisors LLC | 0.11% | Add +5.4% | 10,807 | $1.3M |
| Beaumont Asset Management, L.L.C. | 0.79% | Add +0.3% | 10,539 | $1.3M |
| LGL Partners, LLC | 0.63% | Reduce -26.4% | 10,498 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +6.5% | 10,427 | $1.3M |
| Whittier Trust Co. | 0.02% | Add +0.0% | 10,400 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +4.9% | 10,383 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 10,230 | $1.3M |
| Moors & Cabot, Inc. | 0.06% | Add +0.1% | 10,203 | $1.3M |
| Capital Analysts, LLC | 0.05% | Add +6.9% | 10,142 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 10,072 | $1.3M |
| Evensky & Katz LLC | 0.08% | Reduce -1.0% | 10,058 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.33% | Reduce -0.3% | 9,862 | $1.2M |
| Park Place Capital Corp | 0.33% | Reduce -6.0% | 9,795 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -20.6% | 9,726 | $1.2M |
| Amplius Wealth Advisors, LLC | 0.13% | Add +38.7% | 9,677 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +87.9% | 9,610 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.9% | 10,956 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -9.5% | 9,540 | $1.2M |
| Parkside Financial Bank & Trust | 0.15% | Reduce -19.4% | 9,481 | $1.2M |
| Founders Grove Wealth Partners, LLC | 0.32% | Add +5.6% | 9,357 | $1.2M |
| Richards, Merrill & Peterson, Inc. | 0.60% | Add +1.1% | 9,230 | $1.1M |
| Willner & Heller, LLC | 1.05% | Reduce -2.8% | 9,147 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.36% | No change | 8,078 | $1.1M |
| Paragon Private Wealth Management, LLC | 0.51% | Reduce -6.1% | 8,771 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +34.6% | 8,675 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -15.4% | 8,679 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -6.5% | 8,483 | $1.1M |
| &partners | 0.01% | Reduce -24.9% | 8,560 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +90.7% | 8,462 | $1.1M |
| Peregrine Asset Advisers, Inc. | 0.39% | Reduce -2.7% | 8,430 | $1.0M |
| Columbia Bank | 0.36% | Add +1.9% | 8,427 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -41.6% | 7,427 | $1.0M |
| Pension & Wealth Management Advisors, Inc. | 0.38% | Add +70.9% | 8,309 | $1.0M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.4% | 8,308 | $1.0M |
| Financial Alternatives, Inc | 0.73% | No change | 8,264 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -11.2% | 8,245 | $1.0M |
| Renasant Bank | 0.68% | Reduce -4.8% | 8,208 | $1.0M |
| Wesbanco Bank Inc. | 0.04% | Add +0.6% | 8,152 | $1.0M |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -7.5% | 8,127 | $1.0M |
| Financial Counselors Inc. | 0.02% | Add +5.1% | 8,033 | $1.0M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +60.8% | 7,982 | $994K |
| Clearstead Advisors, LLC | 0.02% | No change | 7,948 | $990K |
| Rosenblum Silverman Sutton S F Inc. | 0.27% | Reduce -3.3% | 7,923 | $986K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -5.5% | 7,906 | $984K |
| Stephens Inc. | 0.01% | Reduce -11.4% | 7,886 | $982K |
| Meridian Wealth Management, LLC | 0.05% | Reduce -6.7% | 7,677 | $956K |
| JNBA Financial Advisors | 0.10% | Reduce -5.8% | 7,663 | $954K |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -0.0% | 7,617 | $948K |
| AQR Capital Management | 0.00% | Add +238.6% | 7,565 | $942K |
| Mather Group, Llc. | 0.01% | Add +69.0% | 7,531 | $938K |
| VestGen Advisors, LLC | 0.04% | — | 7,521 | $936K |
| WealthShield Partners, LLC | 0.12% | No change | 7,467 | $930K |
| Hutchinson Capital Management | 0.18% | No change | 7,465 | $929K |
| Roberts Financial Services LLC | 0.18% | Reduce -9.2% | 7,451 | $928K |
| Allworth Financial LP | 0.01% | No change | 7,617 | $918K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.7% | 7,372 | $918K |
| Acropolis Investment Management, LLC | 0.05% | Add +0.1% | 7,309 | $910K |
| Essex Financial Services, Inc. | 0.07% | Add +3.8% | 7,241 | $902K |
| Fifth Third Securities, Inc. | 0.07% | Add +2.9% | 7,144 | $889K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -56.3% | 7,038 | $876K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -56.3% | 7,038 | $876K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.3% | 7,002 | $872K |
| BlackRock, Inc. | 0.00% | Add +0.7% | 6,998 | $871K |
| Key Financial Inc | 0.19% | No change | 6,881 | $857K |
| Tritonpoint Wealth, LLC | 0.08% | Reduce -2.5% | 6,839 | $851K |
| EFG Asset Management (Americas) Corp. | 0.17% | Reduce -4.9% | 6,792 | $846K |
| Daymark Wealth Partners, LLC | 0.04% | Add +0.2% | 6,733 | $838K |
| Capital Square, LLC | 0.49% | Reduce -1.8% | 6,643 | $827K |
| Acas, LLC | 0.63% | Reduce -4.7% | 6,759 | $826K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -0.8% | 6,630 | $825K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 6,601 | $822K |
| DAVENPORT & Co LLC | 0.00% | Add +2.4% | 6,497 | $809K |
| Christensen, King & Associates Investment Services, Inc. | 0.38% | Reduce -1.9% | 6,324 | $808K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -28.1% | 6,427 | $800K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -76.4% | 6,421 | $799K |
| Guerra Pan Advisors, LLC | 0.62% | Reduce -10.9% | 6,383 | $795K |
| Commerce Bank | 0.01% | No change | 6,381 | $794K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 6,350 | $791K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -7.3% | 6,309 | $785K |
| PKS Advisory Services, LLC | 0.21% | Add +9.9% | 6,232 | $776K |
| Mutual Advisors, LLC | 0.02% | Reduce -5.7% | 6,426 | $776K |
| Hurley Capital, LLC | 0.59% | Add +9.2% | 6,196 | $771K |
| Lion Street Advisors, LLC | 0.24% | Reduce -15.0% | 6,120 | $762K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 6,067 | $755K |
| Fortitude Family Office, LLC | 0.27% | No change | 6,060 | $754K |
| Forbes Financial Planning, Inc. | 0.56% | Reduce -0.3% | 6,050 | $753K |
| Financial Management Network Inc. | 0.17% | Reduce -2.6% | 6,707 | $752K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Add +74.1% | 5,973 | $744K |
| MCF Advisors LLC | 0.05% | Add +0.0% | 5,962 | $742K |
| Blackston Financial Advisory Group, LLC | 0.50% | Reduce -9.9% | 5,961 | $742K |
| Finley Financial, LLC | 0.41% | Add +1.2% | 6,055 | $737K |
| Legacy Trust | 0.18% | Reduce -0.3% | 5,900 | $735K |
| Private Advisory Group LLC | 0.08% | Reduce -3.1% | 5,832 | $726K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +14.8% | 5,735 | $714K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 5,624 | $700K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 5,602 | $697K |
| Signature Wealth Management Partners, LLC | 0.45% | No change | 5,515 | $687K |
| Prospect Financial Services LLC | 0.38% | Reduce -7.5% | 5,498 | $684K |
| Patten Group, Inc. | 0.16% | Reduce -11.8% | 5,457 | $679K |
| Choreo, LLC | 0.01% | Reduce -3.5% | 5,318 | $662K |
| TAGStone Capital, Inc. | 0.33% | Add +0.1% | 5,321 | $662K |
| Rwa Wealth Partners, LLC | 0.01% | Add +15.1% | 5,311 | $661K |
| Ellis Investment Partners, LLC | 0.14% | Add +0.1% | 5,269 | $656K |
| Sequent Asset Management, LLC | 0.36% | Reduce -4.9% | 5,249 | $654K |
| Sprinkle Financial Consultants LLC | 0.41% | Add +1.0% | 5,242 | $653K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.1% | 5,167 | $643K |
| Montecito Bank & Trust | 0.11% | Reduce -0.6% | 5,138 | $640K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.7% | 5,129 | $639K |
| Money Concepts Capital Corp. | 0.05% | Reduce -10.3% | 5,074 | $632K |
| VAUGHAN & Co SECURITIES, INC. | 0.39% | Reduce -0.7% | 5,038 | $627K |
| Allen Investment Management, LLC | 0.01% | No change | 5,000 | $623K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.5% | 4,999 | $622K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -10.8% | 4,953 | $617K |
| Aspiriant, LLC | 0.02% | No change | 4,901 | $610K |
| True Link Financial Advisors, LLC | 0.04% | New | 4,812 | $599K |
| Front Row Advisors LLC | 0.23% | Reduce -0.8% | 4,798 | $597K |
| Operose Advisors LLC | 0.20% | Add +0.9% | 4,769 | $594K |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 4,763 | $593K |
| Awm Capital, LLC | 0.07% | No change | 4,718 | $587K |
| Principal Securities, Inc. | 0.01% | No change | 4,323 | $585K |
| Shoker Investment Counsel, Inc. | 0.20% | Reduce -0.8% | 4,676 | $582K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,622 | $575K |
| FC Advisory LLC | 0.19% | Add +1.3% | 4,561 | $568K |
| Paragon Advisors, LLC | 0.21% | Add +41.7% | 4,546 | $566K |
| Farther Finance Advisors, LLC | 0.01% | Add +4.7% | 4,531 | $565K |
| Rehmann Capital Advisory Group | 0.04% | Add +1.7% | 4,495 | $560K |
| Carl P. Sherr & Co., LLC | 0.31% | Reduce -2.7% | 4,493 | $559K |
| Hickory Point Bank & Trust | 0.49% | Add +52.3% | 4,464 | $556K |
| Western Wealth Management, LLC | 0.04% | Reduce -1.4% | 4,422 | $551K |
| Atria Investments, Inc | 0.01% | Add +27.2% | 4,409 | $549K |
| Meridian Financial Advisors, LLC | 0.38% | Add +4.1% | 4,398 | $548K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -8.2% | 4,372 | $544K |
| Simmons Bank | 0.04% | No change | 4,354 | $542K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +27.1% | 4,351 | $542K |
| Calton & Associates, Inc. | 0.12% | Reduce -5.0% | 4,348 | $541K |
| Summit Financial, LLC | 0.02% | Add +26.0% | 4,347 | $541K |
| Wellspring Financial Advisors, LLC | 0.06% | Reduce -1.5% | 4,322 | $538K |
| Grove Bank & Trust | 0.07% | Reduce -10.6% | 4,300 | $535K |
| CW Advisors, LLC | 0.01% | Add +1.7% | 4,279 | $533K |
| Rovin Capital /Ut/ | 0.17% | Reduce -92.2% | 4,280 | $533K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -44.9% | 4,276 | $532K |
| Vickerman Investment Advisors, Inc. | 0.12% | Reduce -1.6% | 4,168 | $519K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.1% | 4,165 | $519K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -0.3% | 3,884 | $517K |
| Inspirion Wealth Advisors, LLC | 0.07% | No change | 4,153 | $517K |
| Vertex Planning Partners, LLC | 0.11% | Reduce -2.5% | 4,095 | $510K |
| Kendall Capital Management | 0.15% | Reduce -2.1% | 4,093 | $510K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.1% | 4,075 | $507K |
| Everstar Asset Management, LLC | 0.34% | Reduce -18.7% | 4,075 | $507K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +66.5% | 4,047 | $504K |
| Conning Inc. | 0.02% | No change | 4,009 | $499K |
| IFG Advisory, LLC | 0.03% | No change | 3,938 | $490K |
| Callan Family Office, LLC | 0.04% | No change | 3,935 | $490K |
| One Day In July LLC | 0.05% | Add +1.0% | 3,894 | $485K |
| Investmark Advisory Group LLC | 0.24% | No change | 3,853 | $480K |
| Fulton Bank, N.A. | 0.02% | Add +1.7% | 3,833 | $477K |
| Hancock Whitney Corp. | 0.02% | No change | 3,819 | $475K |
| Cadence Bank | 0.03% | Reduce -0.5% | 3,811 | $474K |
| Freedom Investment Management, Inc. | 0.04% | Add +67.4% | 3,801 | $473K |
| Total Wealth Planning, LLC | 0.07% | Reduce -3.6% | 3,707 | $462K |
| Private Trust Co. NA | 0.05% | Reduce -26.5% | 3,669 | $457K |
| TruWealth Advisors, LLC | 0.03% | Add +2.3% | 3,657 | $455K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -18.5% | 3,636 | $453K |
| Bestgate Wealth Advisors, LLC | 0.94% | Reduce -2.5% | 3,628 | $452K |
| Merit Financial Group, LLC | 0.01% | Add +6.1% | 3,625 | $451K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.1% | 3,565 | $444K |
| Tyche Wealth Partners LLC | 0.10% | Add +0.0% | 3,550 | $442K |
| Dearborn Partners LLC | 0.02% | Reduce -0.8% | 4,196 | $439K |
| Allium Financial Advisors, LLC | 0.40% | — | 3,504 | $436K |
| TCTC Holdings, LLC | 0.02% | No change | 3,500 | $436K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -0.4% | 3,492 | $435K |
| Synovus Financial Corp. | 0.01% | Add +4.0% | 3,491 | $435K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -95.3% | 3,445 | $429K |
| Bedel Financial Consulting, Inc. | 0.06% | No change | 3,446 | $426K |
| Presilium Private Wealth, LLC | 0.09% | Reduce -28.3% | 3,402 | $424K |
| Bridges Investment Management Inc. | 0.01% | Reduce -4.1% | 3,379 | $421K |
| Quadrant Private Wealth Management, LLC | 0.10% | Reduce -23.6% | 3,361 | $418K |
| First Western Trust Bank | 0.02% | Reduce -7.6% | 3,305 | $411K |
| Trueblood Wealth Management, LLC | 0.19% | No change | 3,287 | $409K |
| Wedmont Private Capital | 0.02% | No change | 3,519 | $407K |
| Bangor Savings Bank | 0.04% | No change | 3,250 | $405K |
| KPP Advisory Services LLC | 0.07% | New | 3,158 | $393K |
| KMG Fiduciary Partners, LLC | 0.03% | No change | 3,119 | $388K |
| D. E. Shaw & Co. | 0.00% | New | 3,100 | $386K |
| Atlantic Edge Private Wealth Management, LLC | 0.12% | No change | 3,077 | $383K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | Reduce -49.5% | 3,068 | $382K |
| Full Sail Capital, LLC | 0.02% | No change | 3,050 | $380K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 3,040 | $378K |
| Nilsine Partners, LLC | 0.04% | No change | 3,035 | $378K |
| Betterment LLC | 0.00% | Add +9.2% | 3,031 | $377K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -92.9% | 2,985 | $372K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Reduce -2.1% | 2,950 | $367K |
| Breakwater Capital Group | 0.06% | Add +2.0% | 2,926 | $364K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +15.7% | 2,908 | $362K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -0.5% | 2,904 | $362K |
| Saxon Interests, Inc. | 0.17% | Reduce -3.8% | 2,889 | $360K |
| Sterling Investment Counsel, LLC | 0.12% | New | 2,880 | $359K |
| Liberty Capital Management, Inc. | 0.08% | No change | 2,833 | $353K |
| First Trust Advisors LP | 0.00% | Add +10.0% | 2,832 | $353K |
| Inlight Wealth Management, LLC | 0.22% | No change | 2,804 | $349K |
| All Terrain Financial Advisors, LLC | 0.14% | Reduce -0.6% | 2,787 | $347K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,774 | $345K |
| Quantinno Capital Management LP | 0.00% | New | 2,759 | $344K |
| Wedbush Securities Inc. | 0.01% | Add +1.6% | 2,752 | $343K |
| Essential Planning, LLC. | 0.14% | Reduce -98.8% | 2,740 | $341K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -17.1% | 2,713 | $338K |
| NTV Asset Management LLC | 0.04% | No change | 2,704 | $337K |
| GWN Securities Inc. | 0.02% | Add +29.6% | 2,696 | $336K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.0% | 2,739 | $334K |
| Atlas Brown,Inc. | 0.12% | Reduce -0.1% | 2,661 | $331K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -65.0% | 2,642 | $329K |
| Corundum Group, Inc. | 0.16% | No change | 2,600 | $324K |
| Park Edge Advisors, LLC | 0.09% | No change | 2,600 | $324K |
| D.A. Davidson & Co. | 0.00% | Reduce -82.5% | 2,595 | $323K |
| World Equity Group, Inc. | 0.09% | New | 2,583 | $322K |
| Eagle Strategies LLC | 0.06% | Reduce -0.9% | 2,547 | $317K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | No change | 2,520 | $314K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 2,519 | $314K |
| Sensible Money, LLC | 0.13% | Add +0.8% | 2,511 | $313K |
| CRA Financial Services, LLC | 0.05% | No change | 2,500 | $311K |
| Mechanics Bank Trust Department | 0.04% | No change | 2,500 | $311K |
| Goodwin Investment Advisory | 0.48% | Reduce -4.8% | 2,489 | $310K |
| Rothschild Investment LLC | 0.02% | No change | 2,471 | $308K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.3% | 2,448 | $305K |
| Slow Capital, Inc. | 0.04% | Reduce -62.4% | 2,433 | $303K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -13.1% | 2,404 | $299K |
| Transcendent Capital Group LLC | 0.17% | Add +5.8% | 2,391 | $298K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.0% | 2,389 | $297K |
| Central Bank & Trust Co. | 0.05% | No change | 2,382 | $297K |
| Argent Trust Co | 0.01% | No change | 2,378 | $296K |
| Hazlett, Burt & Watson, Inc. | 0.13% | Add +85.4% | 2,345 | $293K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.1% | 2,351 | $293K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 2,350 | $293K |
| SouthState Bank Corp | 0.01% | Add +77.3% | 2,349 | $292K |
| HBK Sorce Advisory LLC | 0.01% | No change | 2,348 | $292K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 2,346 | $292K |
| Prosperity Planning, Inc. | 0.13% | Add +0.4% | 2,339 | $291K |
| Spirepoint Private Client, LLC | 0.04% | No change | 2,336 | $291K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 2,330 | $290K |
| WealthTrust Axiom LLC | 0.09% | No change | 2,320 | $289K |
| Cozad Asset Management Inc. | 0.03% | Add +45.5% | 2,320 | $289K |
| Trust Co. of Vermont | 0.01% | Add +18.8% | 2,315 | $288K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | No change | 2,309 | $287K |
| Ackerman Capital Advisors, LLC | 0.08% | No change | 2,300 | $286K |
| LaFleur & Godfrey LLC | 0.04% | No change | 2,300 | $286K |
| Private Wealth Asset Management, LLC | 0.04% | — | 2,290 | $285K |
| Heritage Wealth Advisors | 0.01% | No change | 2,288 | $285K |
| Chokshi & Queen Wealth Advisors, Inc | 0.19% | Add +1.1% | 2,286 | $285K |
| Bensler, LLC | 0.04% | Reduce -0.3% | 2,283 | $284K |
| Fisher Asset Management | 0.00% | New | 2,277 | $284K |
| Ascent Group, LLC | 0.01% | New | 2,275 | $283K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 2,268 | $282K |
| Security National Bank | 0.05% | No change | 2,265 | $282K |
| Paragon Capital Management Ltd | 0.06% | Reduce -0.9% | 2,264 | $282K |
| Essex LLC | 0.06% | No change | 2,260 | $281K |
| ShoreHaven Wealth Partners, LLC | 0.13% | Reduce -4.9% | 2,259 | $281K |
| Eagle Bay Advisors LLC | 0.24% | Add +15.9% | 2,250 | $280K |
| Apollon Financial, LLC | 0.07% | No change | 2,250 | $280K |
| Cambridge Financial Group, LLC | 0.12% | Add +7.5% | 2,249 | $280K |
| Warner Financial, Inc. | 0.12% | Add +0.1% | 2,238 | $279K |
| Clarity Asset Management, Inc. | 0.18% | Add +0.2% | 2,224 | $277K |
| Pioneer Trust Bank N A | 0.07% | No change | 2,200 | $274K |
| Pure Financial Advisors, LLC | 0.01% | No change | 2,191 | $273K |
| Venture Visionary Partners LLC | 0.01% | Reduce -0.9% | 2,157 | $269K |
| West Coast Financial LLC | 0.03% | No change | 2,152 | $268K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 2,150 | $268K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -8.0% | 2,131 | $265K |
| GC Wealth Management RIA, LLC | 0.05% | Add +0.9% | 2,097 | $261K |
| Bessemer Group Inc. | 0.00% | No change | 2,100 | $261K |
| Mgo One Seven LLC | 0.01% | Add +9.2% | 2,075 | $258K |
| Capital Market Strategies LLC | 0.17% | Reduce -7.3% | 2,068 | $257K |
| Advisory Alpha, LLC | 0.01% | Reduce -4.1% | 2,047 | $255K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,039 | $254K |
| Nixon Peabody Trust Co. | 0.02% | New | 2,010 | $250K |
| Manchester Capital Management LLC | 0.03% | No change | 2,000 | $249K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -0.1% | 2,001 | $249K |
| Evergreen Private Wealth LLC | 0.12% | Reduce -4.0% | 1,989 | $248K |
| Intrua Financial, LLC | 0.04% | New | 1,955 | $243K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +29.6% | 1,920 | $239K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.1% | 1,896 | $236K |
| Jane Street Group, LLC | 0.00% | Reduce -90.3% | 1,891 | $235K |
| Sage Financial Management Group, Inc. | 0.09% | Reduce -3.6% | 1,888 | $235K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 1,884 | $235K |
| Graypoint LLC | 0.01% | No change | 1,870 | $233K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,860 | $232K |
| Compton Wealth Advisory Group, LLC | 0.06% | No change | 1,845 | $230K |
| First Financial Bank - Trust Division | 0.02% | No change | 1,844 | $230K |
| Security National Bank of So Dak | 0.13% | No change | 1,838 | $229K |
| Gen-Wealth Partners Inc | 0.10% | Add +10.0% | 1,836 | $229K |
| Optimist Retirement Group LLC | 0.11% | Add +0.2% | 1,830 | $228K |
| PFG Advisors | 0.01% | Add +1.4% | 1,825 | $227K |
| Vawter Financial, Ltd. | 0.13% | New | 1,823 | $227K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -6.1% | 1,822 | $227K |
| Motco | 0.02% | No change | 1,781 | $222K |
| Valley National Advisers Inc. | 0.04% | No change | 1,780 | $221K |
| PFG Private Wealth Management, LLC | 0.12% | No change | 1,766 | $220K |
| Net Worth Advisory Group | 0.07% | Add +4.7% | 1,752 | $218K |
| Oak Wealth Advisors LLC | 0.16% | No change | 1,750 | $218K |
| Royal Fund Management, LLC | 0.03% | New | 1,743 | $218K |
| Bar Harbor Wealth Management | 0.01% | Reduce -0.3% | 1,743 | $217K |
| PBMares Wealth Management LLC | 0.04% | Add +3.4% | 1,741 | $217K |
| Strategic Blueprint, LLC | 0.01% | Add +7.1% | 1,693 | $211K |
| Allodium Investment Consultants, LLC | 0.16% | No change | 1,690 | $210K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Reduce -2.8% | 1,686 | $210K |
| N.E.W. Advisory Services LLC | 0.02% | New | 1,678 | $209K |
| CENTRAL TRUST Co | 0.01% | No change | 1,672 | $208K |
| Chemung Canal Trust Co. | 0.05% | No change | 1,664 | $207K |
| Keeley-Teton Advisors, LLC | 0.02% | No change | 1,650 | $205K |
| Beaton Management Co. Inc. | 0.11% | No change | 1,640 | $204K |
| Burling Wealth Partners, LLC | 0.04% | Add +7.6% | 1,636 | $204K |
| Silverlake Wealth Management LLC | 0.08% | No change | 1,635 | $204K |
| Gallacher Capital Management LLC | 0.10% | No change | 1,633 | $203K |
| Alpine Bank Wealth Management | 0.03% | — | 1,622 | $202K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 1,620 | $202K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 1,614 | $201K |
| Financial Life Planners | 0.19% | Reduce -11.2% | 1,581 | $197K |
| Quadrant Capital Group LLC | 0.01% | Reduce -14.7% | 1,565 | $195K |
| Assetmark, Inc. | 0.00% | Add +4.9% | 1,520 | $189K |
| Garde Capital, Inc. | 0.01% | No change | 1,477 | $184K |
| Roble, Belko & Company, Inc | 0.03% | No change | 1,420 | $177K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +307.8% | 1,411 | $176K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,411 | $176K |
| Kentucky Trust Co | 0.10% | No change | 1,400 | $174K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,346 | $168K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,400 | $166K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,307 | $163K |
| Eastern Bank | 0.00% | No change | 1,302 | $162K |
| National Bank of Canada | 0.00% | Add +14.4% | 1,302 | $162K |
| Investment Research & Advisory Group, Inc. | 0.07% | No change | 1,252 | $156K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +37.2% | 1,229 | $153K |
| AE Wealth Management LLC | 0.00% | Reduce -43.5% | 1,196 | $149K |
| Riggs Asset Managment Co. Inc. | 0.04% | Reduce -24.2% | 1,185 | $148K |
| Financial Freedom, LLC | 0.08% | Add +0.3% | 1,178 | $147K |
| MV Capital Management, Inc. | 0.02% | Reduce -18.3% | 1,172 | $146K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Add +0.2% | 1,127 | $140K |
| Windsor Advisory Group, LLC | 0.18% | No change | 1,104 | $137K |
| HM Payson & Co. | 0.00% | No change | 1,101 | $137K |
| Tidemark, LLC | 0.05% | Add +0.9% | 1,078 | $134K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.1% | 1,076 | $134K |
| United Community Bank | 0.05% | Reduce -36.0% | 1,047 | $130K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,008 | $125K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $125K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +122.0% | 1,001 | $125K |
| Flaharty Asset Management, LLC | 0.02% | New | 970 | $121K |
| Insight Inv LLC | 0.08% | No change | 963 | $120K |
| Realta Investment Advisors | 0.05% | Add +2.8% | 925 | $115K |
| Russell Investments Group, Ltd. | 0.00% | Add +770.8% | 923 | $115K |
| Stephens Consulting, LLC | 0.03% | No change | 921 | $115K |
| Mechanics Financial Corp | 0.05% | No change | 916 | $114K |
| Evermay Wealth Management LLC | 0.01% | No change | 913 | $114K |
| Aptus Capital Advisors, LLC | 0.00% | Add +63.1% | 897 | $112K |
| Bogart Wealth, LLC | 0.01% | Reduce -1.7% | 869 | $108K |
| Country Trust Bank | 0.00% | No change | 849 | $106K |
| one8zero8, LLC | 0.02% | No change | 829 | $103K |
| Chilton Capital Management LLC | 0.00% | No change | 800 | $100K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -4.1% | 768 | $96K |
| Logan Capital Management Inc. | 0.00% | Add +4.9% | 765 | $95K |
| Bellwether Advisors, LLC | 0.02% | Reduce -40.2% | 754 | $94K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 730 | $91K |
| First United Bank & Trust | 0.03% | No change | 670 | $83K |
| Phillips Financial Management, LLC | 0.01% | No change | 661 | $82K |
| Atwood & Palmer Inc. | 0.01% | No change | 658 | $82K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 605 | $75K |
| First Financial Corp. | 0.04% | No change | 600 | $75K |
| Blue Trust, Inc. | 0.00% | No change | 600 | $75K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -17.7% | 596 | $74K |
| Financial Perspectives, Inc | 0.03% | Add +1.0% | 590 | $73K |
| Nalls Sherbakoff Group, LLC | 0.06% | — | 588 | $73K |
| Painted Porch Advisors LLC | 0.03% | Reduce -9.8% | 587 | $73K |
| Sandy Spring Bank | 0.00% | No change | 587 | $73K |
| Atticus Wealth Management, LLC | 0.02% | Add +0.2% | 585 | $73K |
| Topsail Wealth Management, LLC | 0.01% | No change | 576 | $72K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | Reduce -10.7% | 570 | $71K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 559 | $70K |
| Continuum Advisory, LLC | 0.01% | No change | 552 | $69K |
| Kings Path Partners LLC | 0.03% | No change | 546 | $68K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 540 | $67K |
| Peachtree Investment Partners, LLC | 0.03% | Add +0.2% | 517 | $64K |
| Caldwell Trust Co | 0.01% | No change | 514 | $64K |
| Lindbrook Capital, LLC | 0.01% | No change | 508 | $63K |
| Longview Financial Advisors LLC | 0.04% | No change | 500 | $62K |
| Ancora Advisors LLC | 0.00% | Add +602.9% | 492 | $61K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -69.0% | 492 | $61K |
| Princeton Global Asset Management LLC | 0.01% | No change | 484 | $60K |
| Concord Wealth Partners | 0.01% | Reduce -1.2% | 480 | $60K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -6.0% | 471 | $59K |
| Acima Private Wealth, LLC | 0.02% | No change | 470 | $59K |
| Colonial Trust Advisors | 0.00% | No change | 443 | $55K |
| Wealth Preservation Advisors, LLC | 0.04% | — | 438 | $55K |
| BankPlus Trust Department | 0.02% | No change | 411 | $51K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 408 | $51K |
| Creative Capital Management Investments LLC | 0.02% | Add +288.5% | 404 | $50K |
| Smithfield Trust Co | 0.00% | No change | 402 | $50K |
| Powell Investment Advisors, LLC | 0.02% | No change | 400 | $50K |
| Citizens National Bank Trust Department | 0.01% | No change | 400 | $50K |
| CoreCap Advisors, LLC | 0.00% | Reduce -33.7% | 394 | $49K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 390 | $49K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | Add +49.4% | 390 | $49K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.3% | 377 | $47K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 375 | $47K |
| Rise Advisors, LLC | 0.02% | Add +0.3% | 367 | $46K |
| Spire Wealth Management | 0.00% | Reduce -1.9% | 363 | $45K |
| Oakworth Capital, Inc. | 0.00% | No change | 358 | $45K |
| Robinswood Financial LLC | 0.02% | Add +0.3% | 346 | $43K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 340 | $42K |
| Perkins Coie Trust Co | 0.01% | Reduce -15.7% | 312 | $39K |
| Darwin Wealth Management, LLC | 0.01% | No change | 281 | $38K |
| Legacies Wealth LLC | 0.03% | Reduce -87.8% | 305 | $38K |
| Founders Financial Alliance, LLC | 0.01% | No change | 294 | $37K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 291 | $36K |
| Independence Bank of Kentucky | 0.01% | No change | 280 | $35K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 279 | $35K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -10.0% | 278 | $35K |
| Horizons Wealth Management | 0.03% | No change | 270 | $34K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 263 | $33K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -31.9% | 256 | $32K |
| CX Institutional | 0.00% | New | 239 | $30K |
| True Wealth Design, LLC | 0.01% | No change | 240 | $30K |
| Sage Mountain Advisors LLC | 0.00% | No change | 237 | $30K |
| Legacy Bridge, LLC | 0.02% | No change | 236 | $29K |
| Centennial Bank | 0.01% | New | 236 | $29K |
| Palouse Capital Management, Inc. | 0.02% | No change | 232 | $29K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $28K |
| Perritt Capital Management Inc | 0.01% | Add +0.5% | 203 | $25K |
| Atala Financial Inc | 0.02% | No change | 200 | $25K |
| Highline Wealth Partners LLC | 0.01% | Reduce -60.0% | 200 | $25K |
| TruNorth Capital Management, LLC | 0.01% | No change | 200 | $25K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 200 | $25K |
| Bank of New Hampshire | 0.01% | No change | 196 | $24K |
| Sittner & Nelson, LLC | 0.01% | No change | 187 | $23K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +2.8% | 183 | $23K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 180 | $22K |
| Wolff Wiese Magana LLC | 0.01% | No change | 174 | $22K |
| Signaturefd, LLC | 0.00% | Add +11.1% | 170 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 169 | $21K |
| CNB Bank | 0.01% | No change | 164 | $20K |
| Albion Financial Group | 0.00% | No change | 161 | $20K |
| Community Bank, N.A. | 0.00% | No change | 160 | $20K |
| Matrix Private Capital Group LLC | 0.01% | No change | 158 | $20K |
| Integrity Financial Corp | 0.01% | New | 150 | $19K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 134 | $17K |
| North Star Investment Management Corp. | 0.00% | No change | 127 | $16K |
| EPG Wealth Management LLC | 0.00% | No change | 122 | $15K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 112 | $14K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -89.3% | 112 | $14K |
| Avalon Trust Co | 0.00% | No change | 108 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 106 | $13K |
| Hughes Financial Services, LLC | 0.00% | New | 105 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 104 | $13K |
| Register Financial Advisors LLC | 0.01% | Reduce -67.9% | 101 | $13K |
| Jackson Hole Capital Partners, LLC | 0.00% | New | 100 | $12K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 100 | $12K |
| Ameriflex Group, Inc. | 0.01% | New | 98 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 96 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 88 | $11K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 86 | $11K |
| Transce3nd, LLC | 0.00% | Reduce -14.4% | 83 | $10K |
| Barrett & Company, Inc. | 0.00% | No change | 80 | $10K |
| AlphaCore Capital LLC | 0.00% | New | 76 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 75 | $9K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -6.6% | 71 | $9K |
| Running Point Capital Advisors, LLC | 0.00% | New | 69 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 68 | $8K |
| GAMMA Investing LLC | 0.00% | New | 65 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +17.3% | 61 | $8K |
| Brooklyn Investment Group | 0.00% | No change | 61 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 54 | $7K |
| Howe & Rusling Inc. | 0.00% | Reduce -11.7% | 53 | $7K |
| Millstone Evans Group, LLC | 0.00% | New | 52 | $6K |
| West Branch Capital LLC | 0.00% | No change | 51 | $6K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 50 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 50 | $6K |
| Archer Investment Corp | 0.00% | Add +2.1% | 49 | $6K |
| Smartleaf Asset Management LLC | 0.00% | New | 44 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $5K |
| FSA Wealth Management LLC | 0.00% | Reduce -45.8% | 39 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +850.0% | 38 | $5K |
| Addison Advisors LLC | 0.00% | Reduce -73.1% | 35 | $4K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 32 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 30 | $4K |
| Global Trust Asset Management, LLC | 0.00% | No change | 28 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 25 | $3K |
| Cornerstone Planning Group LLC | 0.00% | New | 25 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 22 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 20 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -93.8% | 15 | $2K |
| Colonial Trust Co / SC | 0.00% | Reduce -8.3% | 11 | $1K |
| Runnymede Capital Advisors, Inc. | 0.00% | No change | 10 | $1K |
| Abound Wealth Management | 0.00% | No change | 9 | $1K |
| Aspect Partners, LLC | 0.00% | New | 6 | $747 |
| Clear Investment Research, LLC | 0.00% | Add +25.0% | 5 | $630 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 4 | $498 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 3 | $374 |
| Heck Capital Advisors, LLC | 0.00% | No change | 3 | $374 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $275 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $249 |
| 1 North Wealth Services LLC | 0.00% | New | 1 | $147 |
| BNP Paribas Financial Markets | 0.00% | No change | 1 | $124 |
"% 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.