iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q2 2025 (June 30)730holders +14
61new positions
45sold out
4famous investors
$133.09avg. 13F price*
At the end of Q2 2025, 730 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, up 14 from Q1 2025. 61 opened new positions and 45 sold out. The largest holders were Morgan Stanley ($438.1M), Bank of America Corp. ($268.6M) and FMR LLC ($208.6M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares S&P Small-Cap 600 GR
- CUSIP
- 464287887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $68.4M |
| Exits | 45 | $37.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,398,107 shares bought and 1,846,344 shares sold, net −448,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 730 holders
| Morgan Stanley | 0.03% | Add +0.6% | 3,292,798 | $438.1M |
| Bank of America Corp. | 0.02% | Reduce -2.4% | 2,019,154 | $268.6M |
| FMR LLC | 0.01% | Reduce -3.9% | 1,567,873 | $208.6M |
| Wells Fargo & Company | 0.03% | Reduce -8.5% | 1,117,480 | $148.7M |
| UBS Group AG | 0.03% | Reduce -4.5% | 1,061,907 | $141.3M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -8.3% | 921,071 | $122.5M |
| LPL Financial LLC | 0.04% | Reduce -0.8% | 882,693 | $117.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +1.1% | 810,556 | $107.8M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -1.0% | 499,359 | $66.4M |
| Brown Advisory Inc. | 0.08% | Add +59.0% | 471,121 | $62.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -13.1% | 443,451 | $59.6M |
| M&T Bank Corp | 0.19% | Reduce -6.1% | 419,261 | $55.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.9% | 414,594 | $55.2M |
| Royal Bank of Canada | 0.01% | Add +2.3% | 371,280 | $49.4M |
| Raymond James Financial Inc. | 0.02% | Add +4.0% | 361,800 | $48.1M |
| Glenmede Investment Management, LP | 0.24% | — | 355,990 | $47.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -4.7% | 344,820 | $45.9M |
| Cerity Partners LLC | 0.07% | Add +2.5% | 298,748 | $39.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.0% | 288,561 | $38.4M |
| Beaumont Financial Advisors, LLC | 2.24% | Reduce -4.0% | 232,439 | $30.9M |
| Moneta Group Investment Advisors LLC | 0.35% | Add +12.5% | 220,049 | $29.3M |
| SPC Financial, Inc. | 2.24% | Add +0.0% | 200,658 | $26.7M |
| Jones Financial Companies LLLP | 0.02% | Add +19.1% | 190,851 | $25.4M |
| Captrust Financial Advisors | 0.06% | Reduce -4.8% | 187,379 | $24.9M |
| Avantax Advisory Services, Inc. | 0.13% | Add +5.2% | 182,966 | $24.3M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -4.9% | 182,377 | $24.3M |
| World Investment Advisors | 0.54% | Add +968.9% | 179,400 | $23.9M |
| Heartwood Wealth Advisors LLC | 2.34% | Add +1.4% | 168,370 | $22.4M |
| Mariner, LLC | 0.03% | Add +5.5% | 167,376 | $22.3M |
| Osaic Holdings, Inc. | 0.04% | Add +3.8% | 164,399 | $21.9M |
| GHP Investment Advisors, Inc. | 0.94% | Reduce -1.0% | 160,166 | $21.3M |
| Focus Partners Wealth | 0.05% | Add +4.9% | 158,279 | $21.1M |
| Falcon Wealth Planning | 2.07% | Reduce -0.8% | 154,244 | $20.5M |
| Schneider Downs Wealth Management Advisors, LP | 3.03% | Reduce -18.6% | 152,166 | $20.2M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -2.9% | 143,552 | $19.1M |
| Arax Advisory Partners | 0.85% | New | 139,285 | $18.5M |
| Stifel Financial Corp. | 0.02% | Reduce -6.0% | 138,428 | $18.4M |
| Truist Financial Corp. | 0.03% | Add +6.4% | 133,631 | $17.8M |
| Pinnacle Financial Partners Inc | 0.36% | Add +3.0% | 129,384 | $17.2M |
| One Capital Management, LLC | 0.58% | Reduce -59.5% | 125,080 | $16.6M |
| Sterling Financial Planning, Inc. | 5.50% | Add +5.0% | 123,791 | $16.5M |
| Probity Advisors, Inc. | 2.48% | Add +3.2% | 106,082 | $14.1M |
| Palisades Hudson Asset Management, L.P. | 5.47% | Add +9.5% | 105,050 | $14.0M |
| Cassaday & Co Wealth Management LLC | 0.35% | Add +23.2% | 104,671 | $13.9M |
| Corient Private Wealth LP | 0.02% | Reduce -5.8% | 104,276 | $13.9M |
| Creative Planning | 0.01% | Reduce -1.2% | 99,920 | $13.3M |
| RTD Financial Advisors, Inc. | 1.69% | Reduce -2.3% | 99,464 | $13.2M |
| Oppenheimer Asset Management Inc. | 0.15% | Reduce -50.1% | 98,201 | $13.1M |
| Keybank National Association | 0.05% | Add +3.2% | 98,169 | $13.1M |
| MAI Capital Management | 0.09% | Add +2.9% | 95,674 | $12.7M |
| Texas Yale Capital Corp. | 0.42% | Reduce -0.4% | 95,246 | $12.7M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +4.4% | 87,711 | $11.7M |
| IFP Advisors, Inc | 0.33% | Reduce -1.3% | 86,495 | $11.5M |
| Cresset Asset Management, LLC | 0.05% | Add +224.7% | 78,333 | $10.4M |
| Equitable Holdings, Inc. | 0.08% | Add +4.9% | 77,416 | $10.3M |
| Inspire Trust Co, N.A. | 2.06% | Add +19.1% | 75,000 | $10.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.0% | 73,707 | $9.8M |
| US Bancorp \de | 0.01% | Reduce -10.5% | 73,694 | $9.8M |
| Rodgers & Associates, LTD | 1.05% | Add +4.1% | 71,976 | $9.6M |
| Franklin Resources Inc. | 0.00% | Reduce -2.4% | 71,309 | $9.5M |
| Belpointe Asset Management LLC | 0.39% | New | 71,204 | $9.5M |
| Capital Advisors, Ltd. LLC | 1.14% | Reduce -0.8% | 69,288 | $9.2M |
| Salomon & Ludwin, LLC | 0.88% | Reduce -2.0% | 66,020 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -0.1% | 67,133 | $8.9M |
| Prospera Financial Services Inc | 0.16% | Reduce -1.1% | 66,038 | $8.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +169.5% | 64,453 | $8.6M |
| Future Fund LLC | 3.81% | New | 64,211 | $8.5M |
| Lido Advisors, LLC | 0.05% | Add +4.5% | 64,089 | $8.5M |
| Pittenger & Anderson Inc. | 0.31% | No change | 63,450 | $8.4M |
| Deutsche Bank AG | 0.00% | New | 62,510 | $8.3M |
| Lake Street Private Wealth, LLC | 1.19% | Reduce -0.6% | 62,292 | $8.3M |
| Cordatus Wealth Management LLC | 2.01% | Reduce -0.8% | 61,441 | $8.2M |
| Fifth Third Bancorp | 0.03% | Reduce -5.3% | 61,125 | $8.1M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -0.2% | 58,848 | $7.8M |
| Financial Advisors Network, Inc. | 1.17% | Add +6.4% | 58,321 | $7.8M |
| Newton One Investments LLC | 2.41% | Reduce -0.3% | 57,471 | $7.6M |
| Cetera Investment Advisers | 0.01% | Reduce -53.3% | 57,432 | $7.6M |
| Northern Trust Corp. | 0.00% | Add +59.2% | 56,276 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -17.7% | 54,643 | $7.3M |
| MML Investors Services, LLC | 0.02% | Add +3.4% | 54,067 | $7.2M |
| JFS Wealth Advisors, LLC | 0.46% | Add +2.5% | 53,800 | $7.2M |
| UMB Bank, n.a. | 0.11% | Reduce -7.1% | 53,678 | $7.1M |
| Baird Financial Group, Inc. | 0.01% | Add +23.8% | 53,129 | $7.1M |
| Ifrah Financial Services, Inc. | 1.93% | Add +1.1% | 53,093 | $7.1M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +10.2% | 50,809 | $6.8M |
| SOA Wealth Advisors, LLC. | 1.21% | Reduce -12.7% | 49,788 | $6.6M |
| Bank of New York Mellon Corp | 0.00% | Add +13.4% | 49,042 | $6.5M |
| Regions Financial Corp. | 0.04% | Reduce -9.3% | 48,502 | $6.5M |
| Compound Planning, Inc. | 0.24% | Add +7.0% | 47,683 | $6.3M |
| NBT Bank, N.A. | 0.43% | Add +2.1% | 47,017 | $6.3M |
| Sigma Planning Corp | 0.19% | Add +0.5% | 46,646 | $6.2M |
| Cottage Street Advisors LLC | 3.11% | Reduce -5.6% | 44,955 | $6.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.28% | Reduce -60.5% | 44,706 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -12.1% | 43,614 | $5.9M |
| Clayton Financial Group LLC | 7.03% | Reduce -7.1% | 44,456 | $5.9M |
| Fortress Financial Group, LLC | 4.99% | Add +42.6% | 44,253 | $5.9M |
| Gemmer Asset Management LLC | 0.52% | No change | 44,241 | $5.9M |
| Chicago Partners Investment Group LLC | 0.17% | Reduce -0.4% | 42,119 | $5.8M |
| Bokf, NA | 0.09% | Reduce -3.5% | 43,162 | $5.7M |
| Level Four Advisory Services, LLC | 0.21% | No change | 42,550 | $5.7M |
| Azimuth Capital Investment Management LLC | 0.21% | Reduce -12.7% | 42,470 | $5.7M |
| Centerpoint Advisors, LLC | 1.88% | Reduce -5.3% | 41,675 | $5.5M |
| Mill Creek Capital Advisors, LLC | 0.11% | Reduce -0.1% | 38,742 | $5.2M |
| Councilor Wealth, LLC | 2.41% | Reduce -2.9% | 38,717 | $5.2M |
| Comerica Bank | 0.02% | Add +1.2% | 38,379 | $5.1M |
| Asset Management Group, Inc. | 0.87% | Reduce -0.5% | 37,329 | $5.0M |
| Accretive Wealth Partners, LLC | 1.62% | Add +3.4% | 37,071 | $4.9M |
| Sunbelt Securities, Inc. | 0.43% | Add +3.7% | 36,057 | $4.9M |
| Dumont & Blake Investment Advisors LLC | 1.24% | Reduce -1.0% | 35,792 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -3.9% | 35,675 | $4.7M |
| Bank of Montreal | 0.00% | Add +1.9% | 35,380 | $4.7M |
| Private Advisor Group, LLC | 0.03% | Add +19.4% | 35,373 | $4.7M |
| Wilmington Savings Fund Society, FSB | 0.08% | Reduce -29.9% | 35,301 | $4.7M |
| Guidance Point Advisors, LLC | 1.18% | Add +0.1% | 33,361 | $4.4M |
| First Citizens Financial Corp | 2.41% | Add +0.5% | 32,867 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -4.1% | 32,183 | $4.3M |
| Mma Asset Management LLC | 1.63% | New | 31,899 | $4.2M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +4.8% | 31,357 | $4.2M |
| Sowell Financial Services LLC | 0.17% | Add +4.1% | 31,197 | $4.2M |
| Watts Gwilliam & Co., LLC | 0.67% | Reduce -8.8% | 28,618 | $4.1M |
| Greenleaf Trust | 0.04% | Reduce -1.2% | 30,630 | $4.1M |
| Redwood Investment Management, LLC | 0.43% | Add +26.3% | 30,258 | $4.0M |
| San Luis Wealth Advisors LLC | 0.86% | New | 30,063 | $4.0M |
| LTG Capital LLC | 3.38% | Reduce -5.3% | 29,714 | $4.0M |
| First Horizon Advisors, Inc. | 0.10% | Add +5.8% | 29,035 | $3.9M |
| Droms Strauss Advisors Inc. /Mo/ | 1.18% | Reduce -18.8% | 28,934 | $3.8M |
| 1834 Investment Advisors Co. | 0.48% | Reduce -2.6% | 28,606 | $3.8M |
| Neumann Capital Management, LLC | 1.19% | Add +3.1% | 28,560 | $3.8M |
| Courier Capital LLC | 0.23% | Reduce -0.8% | 28,163 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.3% | 27,804 | $3.7M |
| Family Firm, Inc. | 0.89% | Add +2.9% | 27,764 | $3.7M |
| Savant Capital, LLC | 0.03% | Reduce -22.4% | 27,289 | $3.6M |
| Independence Financial Advisors, LLC | 1.40% | New | 27,088 | $3.6M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -0.3% | 26,757 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Add +55.6% | 26,198 | $3.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +6.1% | 25,910 | $3.4M |
| Harbor Advisory Corp. | 1.09% | No change | 25,784 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -16.8% | 25,491 | $3.4M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -3.5% | 25,179 | $3.3M |
| Tobias Financial Advisors, Inc. | 0.56% | Reduce -1.1% | 24,571 | $3.3M |
| Citadel Advisors | 0.00% | Reduce -26.1% | 24,506 | $3.3M |
| Vicus Capital | 0.27% | Add +7.7% | 24,383 | $3.2M |
| Pacific Sun Financial Corp | 1.68% | Reduce -2.4% | 24,193 | $3.2M |
| Total Wealth Planning, LLC | 0.41% | Add +551.4% | 24,148 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +10.0% | 23,373 | $3.1M |
| Bfsg, LLC | 0.35% | Add +0.6% | 23,249 | $3.1M |
| Blue Edge Capital, LLC | 0.46% | Reduce -0.1% | 23,008 | $3.1M |
| Victory Financial Group, LLC | 0.48% | Reduce -3.8% | 22,756 | $3.0M |
| BKM Wealth Management, LLC | 1.18% | Reduce -0.3% | 22,702 | $3.0M |
| Quotient Wealth Partners, LLC | 0.09% | Reduce -4.3% | 22,027 | $2.9M |
| PSI Advisors, LLC | 1.45% | Add +80.6% | 21,932 | $2.9M |
| Broadview Financial Management, LLC | 1.89% | Add +1.7% | 20,951 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Add +1.2% | 20,891 | $2.8M |
| Trail Ridge Investment Advisors, LLC | 1.33% | Reduce -3.0% | 20,672 | $2.8M |
| Associated Banc-Corp | 0.08% | Reduce -5.4% | 20,706 | $2.8M |
| TD Private Client Wealth LLC | 0.07% | Reduce -2.6% | 20,435 | $2.7M |
| Financial Advocates Investment Management | 0.22% | Reduce -14.3% | 20,249 | $2.7M |
| Smith Anglin Financial, LLC | 0.24% | Reduce -0.7% | 20,140 | $2.7M |
| Cypress Capital Management LLC (WY) | 2.89% | Reduce -3.1% | 20,023 | $2.7M |
| Baring Financial LLC | 1.95% | Add +7.1% | 19,652 | $2.6M |
| MSH Capital Advisors LLC | 0.75% | Reduce -1.3% | 19,476 | $2.6M |
| NorthRock Partners, LLC | 0.07% | Add +0.0% | 19,106 | $2.5M |
| Stevens Capital Partners | 0.88% | Add +56.6% | 18,354 | $2.5M |
| HRT Financial LP | 0.01% | New | 18,275 | $2.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +8.1% | 18,050 | $2.4M |
| Ullmann Wealth Partners Group, LLC | 0.28% | Reduce -0.2% | 17,686 | $2.4M |
| Greenup Street Wealth Management LLC | 0.40% | Add +8.0% | 17,441 | $2.3M |
| Connecticut Wealth Management, LLC | 0.11% | No change | 17,286 | $2.3M |
| Asset Dedication, LLC | 0.17% | Add +6.8% | 17,247 | $2.3M |
| Northeast Financial Consultants Inc | 0.09% | Reduce -5.3% | 17,158 | $2.3M |
| Lee, Kelleher & Klein Wealth Management | 1.51% | Reduce -0.2% | 17,064 | $2.3M |
| Taylor Financial Group, Inc. | 1.42% | Add +5.0% | 17,042 | $2.3M |
| HB Wealth Management, LLC | 0.02% | No change | 16,922 | $2.3M |
| StoneX Group Inc. | 0.11% | Reduce -10.4% | 16,864 | $2.2M |
| InvesTrust | 0.86% | Reduce -0.0% | 16,804 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +3.8% | 16,678 | $2.2M |
| Soltis Investment Advisors LLC | 0.17% | Add +5.9% | 16,457 | $2.2M |
| Pathway Financial Advisors LLC | 0.32% | Reduce -3.1% | 16,404 | $2.2M |
| First Merchants Corp. | 0.08% | Reduce -3.6% | 16,165 | $2.2M |
| American Financial & Tax Strategies Inc. | 1.10% | No change | 16,001 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -15.3% | 15,857 | $2.1M |
| Geneos Wealth Management Inc. | 0.05% | Add +4.1% | 15,578 | $2.1M |
| Parallel Advisors, LLC | 0.04% | Add +8.3% | 15,366 | $2.0M |
| Thomasville National Bank | 0.14% | Reduce -2.4% | 15,000 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +959.1% | 14,944 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -28.3% | 14,378 | $1.9M |
| Tiemann Investment Advisors, LLC | 0.78% | Add +2.3% | 14,247 | $1.9M |
| Arkadios Wealth Advisors | 0.06% | Reduce -21.8% | 14,180 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -73.6% | 14,089 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | Add +9.5% | 13,900 | $1.8M |
| Net Worth Advisory Group | 0.41% | Add +686.7% | 13,783 | $1.8M |
| Oarsman Capital, Inc. | 0.29% | Reduce -10.3% | 13,746 | $1.8M |
| Sonata Capital Group Inc. | 0.73% | Add +2.2% | 13,725 | $1.8M |
| City Holding Co. | 0.24% | No change | 13,694 | $1.8M |
| Ballentine Partners, LLC | 0.03% | No change | 13,560 | $1.8M |
| White Lighthouse Investment Management Inc. | 0.29% | Add +2.3% | 13,377 | $1.8M |
| Pacific Financial Group Inc. | 1.39% | Reduce -15.6% | 13,345 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -36.1% | 13,098 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Add +9.5% | 12,847 | $1.7M |
| Becker Capital Management Inc. | 0.05% | Reduce -0.1% | 12,801 | $1.7M |
| Dominguez Wealth Management Solutions, Inc. | 1.18% | Add +8.6% | 12,746 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -8.2% | 12,334 | $1.6M |
| First Hawaiian Bank | 0.22% | Reduce -2.8% | 12,301 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +26.7% | 12,175 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.34% | Add +0.0% | 11,963 | $1.6M |
| Ironwood Financial, llc | 0.34% | No change | 12,632 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.80% | Add +0.1% | 11,809 | $1.6M |
| Sovereign Investment Advisors, LLC | 0.42% | Add +1.3% | 11,590 | $1.5M |
| Capital Squared Financial LLC | 1.74% | — | 11,209 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +0.5% | 11,017 | $1.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.7% | 11,007 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -7.8% | 10,962 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.5% | 10,898 | $1.4M |
| Columbia Bank | 0.44% | Add +26.7% | 10,680 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +2.2% | 10,652 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -3.3% | 10,641 | $1.4M |
| Regal Investment Advisors LLC | 0.11% | Reduce -1.8% | 10,616 | $1.4M |
| LGL Partners, LLC | 0.62% | Add +0.2% | 10,522 | $1.4M |
| Allworth Financial LP | 0.01% | Add +38.4% | 10,543 | $1.4M |
| Moors & Cabot, Inc. | 0.07% | Add +3.0% | 10,508 | $1.4M |
| Beaumont Asset Management, L.L.C. | 0.75% | Reduce -0.6% | 10,481 | $1.4M |
| Ritter Daniher Financial Advisory LLC / DE | 0.34% | Add +5.3% | 10,381 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +6.0% | 10,312 | $1.4M |
| Whittier Trust Co. | 0.02% | Reduce -1.1% | 10,291 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 10,230 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Add +1.1% | 10,181 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +25.2% | 9,994 | $1.3M |
| Keebeck Wealth Management | 0.17% | Reduce -85.0% | 9,911 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -13.5% | 9,887 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -14.8% | 9,607 | $1.3M |
| Park Place Capital Corp | 0.29% | Reduce -3.9% | 9,411 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Add +15.9% | 9,452 | $1.3M |
| Willner & Heller, LLC | 1.01% | Reduce -1.9% | 8,978 | $1.2M |
| Founders Grove Wealth Partners, LLC | 0.30% | Reduce -4.6% | 8,925 | $1.2M |
| &partners | 0.01% | Add +2.8% | 8,797 | $1.2M |
| Paragon Private Wealth Management, LLC | 0.46% | No change | 8,771 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -0.1% | 8,675 | $1.2M |
| Ruggaard & Associates LLC | 0.46% | Reduce -20.9% | 8,612 | $1.1M |
| Parkside Financial Bank & Trust | 0.12% | Reduce -9.7% | 8,566 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +0.5% | 8,523 | $1.1M |
| Peregrine Asset Advisers, Inc. | 0.35% | Reduce -0.6% | 8,382 | $1.1M |
| Bragg Financial Advisors, Inc | 0.04% | No change | 8,308 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Reduce -4.4% | 8,290 | $1.1M |
| Financial Alternatives, Inc | 0.72% | No change | 8,264 | $1.1M |
| Mather Group, Llc. | 0.01% | Add +8.9% | 8,201 | $1.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.26% | Add +3.1% | 8,172 | $1.1M |
| Pension & Wealth Management Advisors, Inc. | 0.36% | Reduce -2.3% | 8,116 | $1.1M |
| Midwest Trust Co | 0.01% | — | 8,061 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.41% | Reduce -0.9% | 8,006 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.2% | 8,001 | $1.1M |
| Renasant Bank | 0.69% | Reduce -4.7% | 7,824 | $1.0M |
| BlackRock, Inc. | 0.00% | Add +11.1% | 7,775 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.5% | 7,749 | $1.0M |
| Quadcap Wealth Management, LLC | 0.13% | No change | 7,617 | $1.0M |
| Tiaa Trust, National Association | 0.00% | Add +3.2% | 7,608 | $1.0M |
| VestGen Advisors, LLC | 0.04% | Add +0.4% | 7,550 | $1.0M |
| Richards, Merrill & Peterson, Inc. | 0.48% | Reduce -18.3% | 7,542 | $1.0M |
| JNBA Financial Advisors | 0.10% | Reduce -1.6% | 7,539 | $1.0M |
| Fifth Third Securities, Inc. | 0.08% | Add +5.1% | 7,511 | $999K |
| Hutchinson Capital Management | 0.18% | No change | 7,465 | $993K |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -9.6% | 7,348 | $978K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.5% | 7,316 | $973K |
| Acropolis Investment Management, LLC | 0.05% | Add +0.1% | 7,313 | $973K |
| Essex Financial Services, Inc. | 0.06% | Reduce -1.1% | 7,165 | $953K |
| Acas, LLC | 0.63% | Reduce -1.8% | 6,641 | $933K |
| Financial Management Network Inc. | 0.17% | Add +1.8% | 6,825 | $931K |
| Key Financial Inc | 0.18% | No change | 6,881 | $915K |
| Matauro, LLC | 0.17% | Reduce -44.4% | 6,865 | $913K |
| Stephens Inc. | 0.01% | Reduce -13.0% | 6,860 | $913K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -17.1% | 6,837 | $910K |
| Hurley Capital, LLC | 0.64% | Add +10.2% | 6,827 | $908K |
| EFG Asset Management (Americas) Corp. | 0.17% | No change | 6,792 | $904K |
| Capital Square, LLC | 0.48% | No change | 6,643 | $903K |
| Daymark Wealth Partners, LLC | 0.03% | Add +0.2% | 6,749 | $898K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 6,630 | $882K |
| Joel Isaacson & Co., LLC | 0.04% | Reduce -0.8% | 6,546 | $871K |
| Christensen, King & Associates Investment Services, Inc. | 0.39% | Add +1.7% | 6,434 | $856K |
| Roberts Financial Services LLC | 0.29% | Reduce -13.7% | 6,427 | $855K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.1% | 6,422 | $854K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.7% | 6,384 | $849K |
| Commerce Bank | 0.01% | No change | 6,381 | $849K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 6,350 | $845K |
| Guerra Pan Advisors, LLC | 0.55% | Reduce -1.9% | 6,264 | $833K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.6% | 6,150 | $818K |
| Novak & Powell Financial Services, Inc. | 0.57% | Reduce -72.9% | 6,138 | $817K |
| Fortitude Family Office, LLC | 0.27% | No change | 6,060 | $806K |
| Finley Financial, LLC | 0.41% | No change | 6,055 | $806K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.4% | 6,044 | $804K |
| Prospect Financial Services LLC | 0.50% | Add +9.8% | 6,035 | $803K |
| Global Retirement Partners, LLC | 0.02% | — | 6,023 | $801K |
| PKS Advisory Services, LLC | 0.20% | Reduce -3.5% | 6,015 | $800K |
| MCF Advisors LLC | 0.05% | Add +0.0% | 5,963 | $793K |
| Renaissance Technologies | 0.00% | New | 5,900 | $785K |
| Tritonpoint Wealth, LLC | 0.07% | Reduce -13.8% | 5,897 | $785K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -7.2% | 5,857 | $779K |
| WealthShield Partners, LLC | 0.09% | Reduce -21.8% | 5,842 | $777K |
| Legacy Trust | 0.19% | Reduce -1.6% | 5,805 | $772K |
| Private Advisory Group LLC | 0.07% | Reduce -1.5% | 5,743 | $764K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.5% | 5,688 | $757K |
| FC Advisory LLC | 0.23% | Add +22.5% | 5,588 | $743K |
| Capital Analysts, LLC | 0.02% | Reduce -45.2% | 5,557 | $739K |
| Signature Wealth Management Partners, LLC | 0.42% | No change | 5,515 | $734K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | Add +79.7% | 5,512 | $733K |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.3% | 5,493 | $731K |
| Merit Financial Group, LLC | 0.01% | Add +49.3% | 5,412 | $720K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -6.4% | 5,368 | $714K |
| TAGStone Capital, Inc. | 0.29% | Add +0.0% | 5,322 | $713K |
| Kendall Capital Management | 0.19% | Add +29.9% | 5,316 | $707K |
| Valeo Financial Advisors, LLC | 0.02% | Add +6.3% | 5,313 | $707K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.1% | 5,305 | $706K |
| Strive Asset Management, LLC | 0.42% | Reduce -70.4% | 5,303 | $706K |
| Choreo, LLC | 0.01% | Reduce -0.7% | 5,281 | $703K |
| Blackston Financial Advisory Group, LLC | 0.44% | Reduce -11.9% | 5,251 | $699K |
| Principal Securities, Inc. | 0.01% | Add +21.4% | 5,248 | $698K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -18.6% | 5,227 | $695K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.1% | 5,171 | $688K |
| Principle Wealth Partners LLC | 0.04% | Reduce -80.3% | 5,157 | $686K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.0% | 5,131 | $683K |
| Ellis Investment Partners, LLC | 0.13% | Reduce -3.5% | 5,084 | $676K |
| Amplius Wealth Advisors, LLC | 0.06% | Reduce -47.5% | 5,083 | $676K |
| VAUGHAN & Co SECURITIES, INC. | 0.38% | No change | 5,038 | $670K |
| Allen Investment Management, LLC | 0.01% | No change | 5,000 | $665K |
| Money Concepts Capital Corp. | 0.04% | Reduce -2.7% | 4,936 | $657K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -0.8% | 4,913 | $654K |
| Aspiriant, LLC | 0.02% | No change | 4,901 | $652K |
| Evoke Wealth, LLC | 0.02% | New | 4,857 | $646K |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 4,840 | $644K |
| Nwam LLC | 0.04% | New | 4,802 | $642K |
| Front Row Advisors LLC | 0.22% | No change | 4,798 | $638K |
| Operose Advisors LLC | 0.18% | No change | 4,769 | $634K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -38.2% | 4,745 | $631K |
| Awm Capital, LLC | 0.07% | No change | 4,718 | $628K |
| Transcendent Capital Group LLC | 0.32% | Add +96.4% | 4,696 | $625K |
| Roble, Belko & Company, Inc | 0.09% | Add +226.6% | 4,638 | $617K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,622 | $615K |
| Lion Street Advisors, LLC | 0.19% | Reduce -25.0% | 4,590 | $611K |
| Forbes Financial Planning, Inc. | 0.41% | Reduce -24.3% | 4,583 | $610K |
| Patten Group, Inc. | 0.13% | Reduce -16.5% | 4,556 | $606K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -56.2% | 4,546 | $605K |
| Meridian Financial Advisors, LLC | 0.39% | Add +2.1% | 4,489 | $597K |
| Hickory Point Bank & Trust | 0.48% | No change | 4,464 | $594K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -1.2% | 4,443 | $591K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.9% | 4,443 | $591K |
| Ieq Capital, LLC | 0.00% | Reduce -47.5% | 4,440 | $591K |
| Shoker Investment Counsel, Inc. | 0.18% | Reduce -5.4% | 4,422 | $588K |
| Callan Family Office, LLC | 0.02% | Add +12.2% | 4,414 | $587K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.2% | 4,380 | $583K |
| Sequent Asset Management, LLC | 0.46% | Reduce -16.7% | 4,374 | $582K |
| Rovin Capital /Ut/ | 0.18% | Add +2.0% | 4,364 | $581K |
| Quantinno Capital Management LP | 0.00% | Add +57.8% | 4,354 | $579K |
| Simmons Bank | 0.04% | No change | 4,354 | $579K |
| Wellspring Financial Advisors, LLC | 0.05% | Add +0.2% | 4,330 | $576K |
| Paragon Advisors, LLC | 0.15% | Reduce -4.8% | 4,327 | $576K |
| Grove Bank & Trust | 0.07% | No change | 4,300 | $572K |
| Calton & Associates, Inc. | 0.10% | Reduce -1.7% | 4,275 | $569K |
| CW Advisors, LLC | 0.01% | Reduce -0.2% | 4,269 | $568K |
| Inspirion Wealth Advisors, LLC | 0.07% | No change | 4,153 | $553K |
| GC Wealth Management RIA, LLC | 0.04% | Add +95.4% | 4,097 | $545K |
| Western Wealth Management, LLC | 0.03% | Reduce -7.5% | 4,091 | $544K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.1% | 4,081 | $543K |
| Vickerman Investment Advisors, Inc. | 0.12% | Reduce -2.1% | 4,081 | $543K |
| Carl P. Sherr & Co., LLC | 0.27% | Reduce -9.2% | 4,078 | $543K |
| Conning Inc. | 0.02% | No change | 4,009 | $533K |
| Freedom Investment Management, Inc. | 0.04% | Add +4.3% | 3,964 | $527K |
| Summit Financial, LLC | 0.01% | Reduce -9.2% | 3,947 | $525K |
| IFG Advisory, LLC | 0.03% | No change | 3,938 | $524K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -6.3% | 3,902 | $519K |
| One Day In July LLC | 0.05% | No change | 3,894 | $518K |
| Sprinkle Financial Consultants LLC | 0.31% | Reduce -26.4% | 3,859 | $513K |
| Investmark Advisory Group LLC | 0.24% | No change | 3,853 | $513K |
| Fulton Bank, N.A. | 0.02% | No change | 3,833 | $510K |
| Hancock Whitney Corp. | 0.01% | No change | 3,819 | $508K |
| Cadence Bank | 0.03% | No change | 3,811 | $507K |
| TruWealth Advisors, LLC | 0.03% | Add +3.8% | 3,794 | $505K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -95.4% | 3,774 | $502K |
| Vertex Planning Partners, LLC | 0.10% | Reduce -8.3% | 3,755 | $500K |
| Traynor Capital Management, Inc. | 0.04% | New | 3,713 | $497K |
| Everstar Asset Management, LLC | 0.30% | Reduce -9.8% | 3,675 | $489K |
| Wedmont Private Capital | 0.02% | No change | 3,519 | $479K |
| Allium Financial Advisors, LLC | 0.41% | No change | 3,504 | $466K |
| Betterment LLC | 0.00% | Add +15.7% | 3,506 | $466K |
| Pitcairn Co. | 0.03% | New | 3,500 | $466K |
| TCTC Holdings, LLC | 0.01% | No change | 3,500 | $466K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 3,492 | $465K |
| Dearborn Partners LLC | 0.02% | No change | 4,196 | $459K |
| Bedel Financial Consulting, Inc. | 0.06% | No change | 3,446 | $458K |
| Bestgate Wealth Advisors, LLC | 0.94% | No change | 3,628 | $452K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,379 | $450K |
| Synovus Financial Corp. | 0.01% | Reduce -3.8% | 3,358 | $447K |
| Private Trust Co. NA | 0.04% | Reduce -8.8% | 3,347 | $445K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -21.9% | 3,338 | $444K |
| Mutual Advisors, LLC | 0.01% | Reduce -49.2% | 3,262 | $443K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -7.2% | 3,309 | $440K |
| Trueblood Wealth Management, LLC | 0.18% | Add +0.1% | 3,292 | $438K |
| Bangor Savings Bank | 0.04% | No change | 3,250 | $432K |
| First Western Trust Bank | 0.02% | Reduce -4.5% | 3,158 | $420K |
| KMG Fiduciary Partners, LLC | 0.03% | No change | 3,119 | $415K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -14.3% | 3,118 | $415K |
| Atlantic Edge Private Wealth Management, LLC | 0.11% | No change | 3,077 | $409K |
| Pure Financial Advisors, LLC | 0.01% | Add +40.0% | 3,067 | $408K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +16.0% | 3,064 | $408K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -21.5% | 3,049 | $406K |
| Atria Investments, Inc | 0.00% | Reduce -31.3% | 3,028 | $403K |
| Royal Fund Management, LLC | 0.04% | Add +72.5% | 3,006 | $401K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -0.5% | 2,971 | $395K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Reduce -0.5% | 2,934 | $390K |
| Breakwater Capital Group | 0.06% | Add +0.0% | 2,927 | $389K |
| True Link Financial Advisors, LLC | 0.03% | Reduce -39.5% | 2,912 | $387K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 2,904 | $386K |
| First Trust Advisors LP | 0.00% | Add +1.9% | 2,887 | $384K |
| Diversify Wealth Management, LLC | 0.02% | No change | 2,739 | $378K |
| Liberty Capital Management, Inc. | 0.08% | Add +0.0% | 2,834 | $377K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -70.3% | 2,829 | $376K |
| KPP Advisory Services LLC | 0.06% | Reduce -11.0% | 2,811 | $374K |
| Inlight Wealth Management, LLC | 0.19% | No change | 2,804 | $373K |
| Full Sail Capital, LLC | 0.02% | Reduce -8.2% | 2,800 | $373K |
| All Terrain Financial Advisors, LLC | 0.13% | Reduce -0.4% | 2,777 | $369K |
| Essential Planning, LLC. | 0.14% | No change | 2,740 | $365K |
| NTV Asset Management LLC | 0.04% | No change | 2,704 | $360K |
| Saxon Interests, Inc. | 0.17% | No change | 2,889 | $360K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -3.8% | 2,669 | $355K |
| Axis Wealth Partners, LLC | 0.23% | New | 2,659 | $354K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -2.1% | 2,655 | $353K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 2,635 | $351K |
| Nixon Peabody Trust Co. | 0.03% | Add +30.6% | 2,625 | $349K |
| Corundum Group, Inc. | 0.15% | No change | 2,600 | $346K |
| Park Edge Advisors, LLC | 0.09% | No change | 2,600 | $346K |
| Eagle Strategies LLC | 0.05% | Add +1.5% | 2,585 | $344K |
| Atlas Brown,Inc. | 0.11% | Reduce -2.9% | 2,583 | $344K |
| Nilsine Partners, LLC | 0.03% | Reduce -15.0% | 2,579 | $343K |
| Chokshi & Queen Wealth Advisors, Inc | 0.20% | Add +12.1% | 2,563 | $341K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +1.0% | 2,545 | $339K |
| Sensible Money, LLC | 0.13% | Reduce -0.4% | 2,501 | $333K |
| Mechanics Bank Trust Department | 0.05% | No change | 2,500 | $333K |
| AQR Capital Management | 0.00% | Reduce -67.0% | 2,496 | $332K |
| Argent Trust Co | 0.01% | Add +4.8% | 2,493 | $332K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -27.8% | 2,488 | $331K |
| Independent Financial Group, LLC | 0.01% | Add +1.2% | 2,477 | $330K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.7% | 2,474 | $329K |
| Rothschild Investment LLC | 0.02% | No change | 2,471 | $329K |
| CRA Financial Services, LLC | 0.05% | Reduce -2.0% | 2,450 | $326K |
| 21 West Wealth Management LLC | 0.33% | — | 2,432 | $324K |
| GWN Securities Inc. | 0.06% | Reduce -11.1% | 2,398 | $319K |
| Cambridge Financial Group, LLC | 0.12% | Add +6.6% | 2,397 | $319K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.8% | 2,390 | $318K |
| Central Bank & Trust Co. | 0.05% | No change | 2,382 | $317K |
| Prosperity Planning, Inc. | 0.13% | Add +0.9% | 2,361 | $314K |
| Trust Co. of Vermont | 0.01% | Add +1.7% | 2,355 | $313K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 2,350 | $313K |
| SouthState Bank Corp | 0.01% | No change | 2,349 | $313K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 2,346 | $312K |
| Spirepoint Private Client, LLC | 0.04% | No change | 2,336 | $311K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 2,330 | $310K |
| WealthTrust Axiom LLC | 0.09% | No change | 2,320 | $309K |
| Hazlett, Burt & Watson, Inc. | 0.13% | Reduce -1.2% | 2,317 | $308K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.7% | 2,314 | $308K |
| Wedbush Securities Inc. | 0.01% | Reduce -16.2% | 2,305 | $307K |
| Ackerman Capital Advisors, LLC | 0.07% | No change | 2,300 | $306K |
| LaFleur & Godfrey LLC | 0.04% | No change | 2,300 | $306K |
| Private Wealth Asset Management, LLC | 0.04% | No change | 2,290 | $305K |
| Procyon Advisors, LLC | 0.03% | New | 2,288 | $304K |
| Heritage Wealth Advisors | 0.01% | No change | 2,288 | $304K |
| Bensler, LLC | 0.03% | No change | 2,283 | $304K |
| Summit Financial Strategies, Inc. | 0.03% | Add +25.1% | 2,279 | $303K |
| Ascent Group, LLC | 0.01% | No change | 2,275 | $303K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Reduce -1.9% | 2,265 | $301K |
| Security National Bank | 0.05% | No change | 2,265 | $301K |
| ShoreHaven Wealth Partners, LLC | 0.12% | No change | 2,259 | $301K |
| Compton Wealth Advisory Group, LLC | 0.08% | Add +22.2% | 2,255 | $300K |
| Foundations Investment Advisors, LLC | 0.00% | Add +5.4% | 2,246 | $299K |
| Warner Financial, Inc. | 0.12% | Add +0.1% | 2,240 | $298K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -1.5% | 2,234 | $297K |
| Clarity Asset Management, Inc. | 0.18% | Add +0.3% | 2,230 | $297K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -7.0% | 2,222 | $296K |
| Eagle Bay Advisors LLC | 0.24% | Reduce -1.5% | 2,216 | $295K |
| Sigma Investment Counselors Inc. | 0.02% | New | 2,206 | $294K |
| Pioneer Trust Bank N A | 0.07% | No change | 2,200 | $293K |
| Goodwin Investment Advisory | 0.34% | Reduce -12.1% | 2,189 | $291K |
| Essex LLC | 0.06% | Reduce -3.5% | 2,180 | $290K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 2,150 | $286K |
| Cozad Asset Management Inc. | 0.02% | Reduce -8.2% | 2,130 | $283K |
| Capital Market Strategies LLC | 0.20% | Add +1.8% | 2,106 | $280K |
| Harbour Investments, Inc. | 0.01% | Reduce -10.9% | 2,094 | $279K |
| Avior Wealth Management, LLC | 0.01% | Add +10.6% | 2,084 | $277K |
| Mgo One Seven LLC | 0.01% | No change | 2,075 | $276K |
| Advisory Alpha, LLC | 0.01% | No change | 2,047 | $272K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,039 | $271K |
| Apollon Financial, LLC | 0.06% | Reduce -11.1% | 2,000 | $266K |
| Manchester Capital Management LLC | 0.04% | No change | 2,000 | $266K |
| Coldstream Capital Management Inc. | 0.00% | Add +304.9% | 1,992 | $265K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -1.3% | 1,976 | $263K |
| Paragon Capital Management Ltd | 0.05% | Reduce -13.5% | 1,959 | $261K |
| Richmond Investment Services, LLC | 0.05% | New | 1,939 | $258K |
| Flow Traders U.S. LLC | 0.01% | New | 1,921 | $256K |
| Assetmark, Inc. | 0.00% | Add +25.9% | 1,913 | $255K |
| Venture Visionary Partners LLC | 0.01% | Reduce -11.4% | 1,911 | $254K |
| Evergreen Private Wealth LLC | 0.11% | Reduce -4.7% | 1,895 | $252K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -1.3% | 1,895 | $252K |
| WealthPlan Investment Management, LLC | 0.02% | New | 1,894 | $252K |
| Intrua Financial, LLC | 0.04% | Reduce -3.5% | 1,887 | $251K |
| Sage Financial Management Group, Inc. | 0.09% | No change | 1,888 | $251K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.04% | Reduce -25.8% | 1,870 | $249K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,860 | $247K |
| Gen-Wealth Partners Inc | 0.10% | Add +1.3% | 1,859 | $247K |
| First Financial Bank - Trust Division | 0.02% | No change | 1,844 | $245K |
| Security National Bank of So Dak | 0.13% | No change | 1,838 | $245K |
| Optimist Retirement Group LLC | 0.12% | Add +0.2% | 1,834 | $244K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -4.0% | 1,820 | $242K |
| New Age Alpha Advisors, LLC | 0.01% | New | 1,806 | $240K |
| Motco | 0.02% | No change | 1,781 | $238K |
| Valley National Advisers Inc. | 0.04% | No change | 1,780 | $236K |
| Two Sigma Securities, LLC | 0.03% | New | 1,769 | $235K |
| PFG Private Wealth Management, LLC | 0.12% | No change | 1,766 | $235K |
| Oak Wealth Advisors LLC | 0.15% | No change | 1,750 | $233K |
| Composition Wealth, LLC | 0.00% | New | 1,729 | $230K |
| Capital Investment Counsel, LLC | 0.04% | New | 1,728 | $230K |
| Bar Harbor Wealth Management | 0.01% | Reduce -2.7% | 1,696 | $226K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,693 | $225K |
| Slow Capital, Inc. | 0.03% | Reduce -30.5% | 1,691 | $225K |
| Silverlake Wealth Management LLC | 0.07% | Add +3.4% | 1,690 | $225K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Add +0.1% | 1,688 | $225K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -61.3% | 1,683 | $224K |
| Chemung Canal Trust Co. | 0.05% | No change | 1,664 | $221K |
| GAMCO Investors | 0.00% | New | 1,650 | $220K |
| Beaton Management Co. Inc. | 0.11% | No change | 1,640 | $218K |
| Burling Wealth Partners, LLC | 0.04% | No change | 1,636 | $218K |
| Gallacher Capital Management LLC | 0.10% | No change | 1,633 | $217K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.9% | 1,629 | $217K |
| Heritage Investors Management Corp. | 0.01% | New | 1,600 | $213K |
| Segment Wealth Management, LLC | 0.01% | New | 1,600 | $213K |
| Twelve Points Wealth Management LLC | 0.06% | New | 1,589 | $211K |
| Synergy Asset Management, LLC | 0.02% | New | 1,571 | $209K |
| Confluence Wealth Services, Inc. | 0.01% | New | 1,569 | $209K |
| QRG Capital Management, Inc. | 0.00% | New | 1,520 | $202K |
| Hoxton Planning & Management, LLC | 0.07% | New | 1,510 | $201K |
| Tranquility Partners, LLC | 0.07% | New | 1,506 | $200K |
| Armstrong, Fleming & Moore, Inc | 0.11% | New | 1,505 | $200K |
| IFG Advisors, LLC | 0.03% | New | 1,504 | $200K |
| Garde Capital, Inc. | 0.01% | No change | 1,477 | $197K |
| Alpine Bank Wealth Management | 0.03% | Reduce -12.3% | 1,422 | $189K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,411 | $188K |
| Kentucky Trust Co | 0.11% | No change | 1,400 | $186K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,400 | $186K |
| National Bank of Canada | 0.00% | Add +4.9% | 1,366 | $182K |
| Eastern Bank | 0.00% | No change | 1,302 | $173K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -25.4% | 1,251 | $166K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -8.8% | 1,192 | $159K |
| Financial Freedom, LLC | 0.08% | Add +0.2% | 1,180 | $157K |
| Matrix Private Capital Group LLC | 0.09% | Add +643.0% | 1,174 | $156K |
| Alerus Financial NA | 0.01% | New | 1,140 | $152K |
| Larson Financial Group LLC | 0.01% | Reduce -29.7% | 1,139 | $152K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.3% | 1,130 | $150K |
| Bessemer Group Inc. | 0.00% | Reduce -46.4% | 1,125 | $150K |
| Windsor Advisory Group, LLC | 0.21% | No change | 1,104 | $147K |
| HM Payson & Co. | 0.00% | No change | 1,101 | $146K |
| Nordwand Advisors, LLC | 0.02% | New | 1,100 | $146K |
| Duncker Streett & Co. Inc. | 0.03% | Reduce -19.5% | 1,083 | $144K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.1% | 1,077 | $143K |
| United Community Bank | 0.05% | No change | 1,047 | $139K |
| AE Wealth Management LLC | 0.00% | Reduce -13.9% | 1,030 | $137K |
| Tidemark, LLC | 0.04% | Reduce -4.7% | 1,027 | $137K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $134K |
| MV Capital Management, Inc. | 0.01% | Reduce -14.8% | 999 | $133K |
| CENTRAL TRUST Co | 0.00% | Reduce -41.0% | 987 | $131K |
| Insight Inv LLC | 0.09% | No change | 963 | $128K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.7% | 939 | $125K |
| Mechanics Financial Corp | 0.05% | No change | 916 | $122K |
| Evermay Wealth Management LLC | 0.01% | No change | 913 | $121K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 898 | $119K |
| Riggs Asset Managment Co. Inc. | 0.03% | Reduce -27.8% | 856 | $114K |
| Bogart Wealth, LLC | 0.00% | Reduce -2.5% | 847 | $113K |
| one8zero8, LLC | 0.03% | No change | 829 | $110K |
| Chilton Capital Management LLC | 0.00% | No change | 800 | $106K |
| Bellwether Advisors, LLC | 0.02% | No change | 754 | $100K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -2.7% | 747 | $99K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -25.4% | 747 | $99K |
| Phillips Financial Management, LLC | 0.01% | No change | 661 | $88K |
| Atwood & Palmer Inc. | 0.01% | No change | 658 | $88K |
| First Financial Corp. | 0.04% | No change | 600 | $80K |
| Blue Trust, Inc. | 0.00% | No change | 600 | $80K |
| Financial Perspectives, Inc | 0.02% | Add +0.8% | 595 | $79K |
| Logan Capital Management Inc. | 0.00% | Reduce -22.6% | 592 | $79K |
| CarsonAllaria Wealth Management, Ltd. | 0.04% | Add +51.0% | 589 | $78K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 588 | $78K |
| Painted Porch Advisors LLC | 0.03% | No change | 587 | $78K |
| Atticus Wealth Management, LLC | 0.02% | Add +0.2% | 586 | $78K |
| Topsail Wealth Management, LLC | 0.01% | No change | 576 | $77K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 570 | $76K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 559 | $74K |
| First United Bank & Trust | 0.03% | Reduce -17.9% | 550 | $73K |
| Kings Path Partners LLC | 0.03% | No change | 546 | $73K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 540 | $72K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -11.6% | 535 | $71K |
| Atlantic Union Bankshares Corp | 0.00% | New | 535 | $71K |
| Country Trust Bank | 0.00% | Reduce -38.3% | 524 | $70K |
| Peachtree Investment Partners, LLC | 0.03% | Add +0.2% | 518 | $69K |
| Caldwell Trust Co | 0.01% | No change | 514 | $68K |
| Longview Financial Advisors LLC | 0.04% | No change | 500 | $67K |
| Centennial Bank | 0.03% | Add +111.9% | 500 | $67K |
| Hilltop National Bank | 0.02% | — | 500 | $67K |
| Ancora Advisors LLC | 0.00% | No change | 492 | $65K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -18.5% | 486 | $65K |
| Princeton Global Asset Management LLC | 0.01% | No change | 484 | $64K |
| Concord Wealth Partners | 0.01% | Reduce -0.6% | 477 | $63K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 471 | $63K |
| Acima Private Wealth, LLC | 0.02% | No change | 470 | $63K |
| Strategic Wealth Investment Group, LLC | 0.09% | New | 455 | $61K |
| Colonial Trust Advisors | 0.00% | Add +0.2% | 444 | $59K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 438 | $58K |
| BankPlus Trust Department | 0.02% | No change | 411 | $55K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 408 | $54K |
| Smithfield Trust Co | 0.00% | No change | 402 | $54K |
| Powell Investment Advisors, LLC | 0.02% | No change | 400 | $53K |
| Citizens National Bank Trust Department | 0.01% | No change | 400 | $53K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 390 | $53K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.3% | 378 | $50K |
| Creative Capital Management Investments LLC | 0.02% | Reduce -6.7% | 377 | $50K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -2.9% | 364 | $48K |
| Oakworth Capital, Inc. | 0.00% | No change | 358 | $48K |
| Robinswood Financial LLC | 0.02% | Add +0.3% | 347 | $46K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 340 | $45K |
| Perkins Coie Trust Co | 0.01% | No change | 312 | $42K |
| Trust Co. of Toledo NA | 0.00% | New | 308 | $41K |
| Spire Wealth Management | 0.00% | Reduce -17.4% | 300 | $40K |
| Founders Financial Alliance, LLC | 0.01% | No change | 294 | $39K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 291 | $39K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +1.1% | 281 | $37K |
| Independence Bank of Kentucky | 0.01% | No change | 280 | $37K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 279 | $37K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -95.4% | 277 | $37K |
| Beacon Capital Management, LLC | 0.00% | Add +803.3% | 271 | $36K |
| Horizons Wealth Management | 0.03% | No change | 270 | $36K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 263 | $35K |
| West Paces Advisors Inc. | 0.01% | New | 256 | $34K |
| Tucker Asset Management LLC | 0.01% | New | 255 | $34K |
| Choate Investment Advisors | 0.00% | New | 250 | $33K |
| CX Institutional | 0.00% | No change | 239 | $32K |
| Legacy Bridge, LLC | 0.01% | No change | 236 | $31K |
| Palouse Capital Management, Inc. | 0.02% | No change | 232 | $31K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $30K |
| True Wealth Design, LLC | 0.01% | Reduce -7.9% | 221 | $29K |
| Quaker Wealth Management, LLC | 0.01% | — | 219 | $29K |
| Rise Advisors, LLC | 0.01% | Reduce -42.5% | 211 | $28K |
| Perritt Capital Management Inc | 0.01% | No change | 203 | $27K |
| TruNorth Capital Management, LLC | 0.01% | No change | 200 | $27K |
| Angeles Wealth Management, LLC | 0.00% | New | 200 | $27K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 200 | $27K |
| Bank of New Hampshire | 0.01% | No change | 196 | $26K |
| Sittner & Nelson, LLC | 0.01% | No change | 187 | $25K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 183 | $24K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 180 | $24K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -30.5% | 178 | $24K |
| Wolff Wiese Magana LLC | 0.01% | No change | 174 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 169 | $22K |
| CNB Bank | 0.01% | No change | 164 | $22K |
| Albion Financial Group | 0.00% | Add +0.6% | 162 | $22K |
| Community Bank, N.A. | 0.00% | No change | 160 | $21K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -46.3% | 151 | $20K |
| Integrity Financial Corp | 0.01% | No change | 150 | $20K |
| MJT & Associates Financial Advisory Group, Inc. | 0.02% | Reduce -99.6% | 149 | $20K |
| Brooklyn Investment Group | 0.00% | Add +111.5% | 129 | $17K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 134 | $17K |
| North Star Investment Management Corp. | 0.00% | No change | 127 | $17K |
| EPG Wealth Management LLC | 0.00% | No change | 122 | $16K |
| Hantz Financial Services, Inc. | 0.00% | New | 115 | $15K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 112 | $15K |
| Avalon Trust Co | 0.00% | No change | 108 | $14K |
| Hughes Financial Services, LLC | 0.00% | No change | 105 | $14K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 106 | $14K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 104 | $14K |
| Team Financial Group, LLC | 0.01% | New | 103 | $14K |
| Register Financial Advisors LLC | 0.01% | No change | 101 | $13K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 100 | $13K |
| Signaturefd, LLC | 0.00% | Reduce -41.2% | 100 | $13K |
| Ameriflex Group, Inc. | 0.01% | No change | 98 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 96 | $13K |
| GFG Capital, LLC | 0.00% | New | 90 | $12K |
| Kilter Group LLC | 0.01% | New | 88 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 88 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 86 | $11K |
| Transce3nd, LLC | 0.00% | No change | 83 | $11K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 80 | $11K |
| Barrett & Company, Inc. | 0.00% | No change | 80 | $11K |
| Howe & Rusling Inc. | 0.00% | Add +47.2% | 78 | $10K |
| AlphaCore Capital LLC | 0.00% | No change | 76 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 75 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 71 | $9K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 69 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 68 | $9K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 66 | $9K |
| Bell Investment Advisors, Inc | 0.00% | New | 64 | $9K |
| Chung Wu Investment Group, LLC | 0.01% | New | 62 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 61 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 54 | $7K |
| Millstone Evans Group, LLC | 0.00% | No change | 52 | $7K |
| Stephens Consulting, LLC | 0.00% | Reduce -94.5% | 51 | $7K |
| West Branch Capital LLC | 0.00% | No change | 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 | 49 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $5K |
| FSA Wealth Management LLC | 0.00% | No change | 39 | $5K |
| DecisionPoint Financial, LLC | 0.00% | New | 38 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 38 | $5K |
| Briaud Financial Planning Inc | 0.00% | New | 40 | $5K |
| Addison Advisors LLC | 0.00% | No change | 35 | $5K |
| Murphy & Mullick Capital Management Corp | 0.00% | Add +40.0% | 35 | $5K |
| Global Trust Asset Management, LLC | 0.00% | No change | 28 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | New | 26 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 25 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Reduce -96.6% | 25 | $3K |
| Simplex Trading, LLC | 0.00% | New | 25 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $3K |
| Providence Capital Advisors, LLC | 0.00% | New | 21 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 20 | $3K |
| GAMMA Investing LLC | 0.00% | Reduce -70.8% | 19 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 15 | $2K |
| Rossby Financial, LCC | 0.00% | New | 13 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 11 | $1K |
| Colonial Trust Co / SC | 0.00% | No change | 11 | $1K |
| Abound Wealth Management | 0.00% | No change | 9 | $1K |
| Clear Investment Research, LLC | 0.00% | Add +20.0% | 6 | $808 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 4 | $532 |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.0% | 4 | $532 |
| Armstrong Advisory Group, Inc. | 0.00% | New | 3 | $400 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 3 | $399 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $295 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $267 |
| 1 North Wealth Services LLC | 0.00% | No change | 1 | $158 |
| Qube Research & Technologies Ltd | 0.00% | New | 1 | $133 |
"% 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.