iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q3 2025 (September 30)729holders −1
52new positions
50sold out
2famous investors
$141.66avg. 13F price*
At the end of Q3 2025, 729 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, down 1 from Q2 2025. 52 opened new positions and 50 sold out. The largest holders were Morgan Stanley ($449.8M), Bank of America Corp. ($286.1M) and FMR LLC ($224.7M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares S&P Small-Cap 600 GR
- CUSIP
- 464287887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $30.6M |
| Exits | 50 | $39.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,155,696 shares bought and 1,407,450 shares sold, net −251,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 729 holders
| Morgan Stanley | 0.03% | Reduce -3.5% | 3,178,722 | $449.8M |
| Bank of America Corp. | 0.02% | Add +0.1% | 2,021,912 | $286.1M |
| FMR LLC | 0.01% | Add +1.3% | 1,588,237 | $224.7M |
| Wells Fargo & Company | 0.03% | Reduce -0.4% | 1,113,121 | $157.5M |
| UBS Group AG | 0.03% | Add +0.6% | 1,068,064 | $151.1M |
| LPL Financial LLC | 0.04% | Add +7.9% | 952,166 | $134.7M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -2.3% | 899,545 | $127.3M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +0.9% | 818,096 | $115.8M |
| M&T Bank Corp | 0.26% | Add +31.2% | 550,176 | $77.9M |
| Brown Advisory Inc. | 0.10% | Add +13.8% | 536,340 | $75.9M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -5.5% | 471,938 | $66.8M |
| Raymond James Financial Inc. | 0.02% | Add +27.2% | 460,368 | $65.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 412,610 | $58.4M |
| HighTower Advisors, LLC | 0.06% | Add +5.6% | 364,057 | $51.5M |
| Glenmede Investment Management, LP | 0.24% | Reduce -1.3% | 351,517 | $49.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -21.4% | 348,532 | $49.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.9% | 283,150 | $40.1M |
| Cerity Partners LLC | 0.06% | Reduce -5.7% | 281,844 | $39.9M |
| Royal Bank of Canada | 0.01% | Reduce -27.4% | 269,368 | $38.1M |
| Beaumont Financial Advisors, LLC | 2.23% | Add +1.2% | 235,319 | $33.3M |
| Moneta Group Investment Advisors LLC | 0.26% | Add +3.4% | 227,479 | $32.2M |
| Jones Financial Companies LLLP | 0.02% | Add +7.0% | 204,250 | $28.8M |
| SPC Financial, Inc. | 2.21% | Reduce -0.6% | 199,500 | $28.2M |
| Captrust Financial Advisors | 0.05% | Add +0.5% | 188,237 | $26.6M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.0% | 180,631 | $25.6M |
| Mariner, LLC | 0.03% | Add +7.3% | 179,623 | $25.4M |
| Heartwood Wealth Advisors LLC | 2.29% | Add +2.8% | 173,117 | $24.5M |
| Cetera Investment Advisers | 0.03% | Add +192.5% | 168,013 | $23.8M |
| Osaic Holdings, Inc. | 0.03% | Add +1.9% | 167,505 | $23.7M |
| Falcon Wealth Planning | 2.07% | Add +5.5% | 162,705 | $23.0M |
| Focus Partners Wealth | 0.04% | Add +0.8% | 159,580 | $22.6M |
| GHP Investment Advisors, Inc. | 0.94% | Reduce -1.3% | 158,033 | $22.4M |
| Schneider Downs Wealth Management Advisors, LP | 2.65% | Add +3.6% | 157,583 | $22.3M |
| United Capital Financial Advisors, LLC | 0.14% | Reduce -1.9% | 140,825 | $19.9M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +51.0% | 132,451 | $18.7M |
| Stifel Financial Corp. | 0.02% | Reduce -5.3% | 131,113 | $18.6M |
| Truist Financial Corp. | 0.03% | Reduce -2.2% | 130,699 | $18.5M |
| Sterling Financial Planning, Inc. | 5.54% | Add +0.3% | 124,178 | $17.6M |
| Pinnacle Financial Partners Inc | 0.40% | Reduce -8.5% | 118,435 | $16.8M |
| Probity Advisors, Inc. | 2.50% | Add +2.8% | 109,088 | $15.4M |
| Palisades Hudson Asset Management, L.P. | 5.41% | Add +0.3% | 105,370 | $14.9M |
| RTD Financial Advisors, Inc. | 1.76% | Add +3.9% | 103,311 | $14.6M |
| Cassaday & Co Wealth Management LLC | 0.34% | Reduce -1.5% | 103,061 | $14.6M |
| Creative Planning | 0.01% | Add +2.5% | 102,416 | $14.5M |
| Oppenheimer Asset Management Inc. | 0.15% | Reduce -0.5% | 97,731 | $13.8M |
| One Capital Management, LLC | 0.44% | Reduce -22.9% | 96,448 | $13.6M |
| Texas Yale Capital Corp. | 0.42% | No change | 95,246 | $13.5M |
| Keybank National Association | 0.05% | Reduce -3.1% | 95,120 | $13.5M |
| MAI Capital Management | 0.08% | Reduce -3.0% | 92,793 | $13.1M |
| Belpointe Asset Management LLC | 0.47% | Add +22.0% | 86,898 | $12.3M |
| Inspire Trust Co, N.A. | 2.19% | Add +13.3% | 85,000 | $12.0M |
| Equitable Holdings, Inc. | 0.08% | Add +3.1% | 79,800 | $11.3M |
| Cresset Asset Management, LLC | 0.05% | Reduce -2.5% | 76,397 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.3% | 73,920 | $10.5M |
| Rodgers & Associates, LTD | 1.06% | Add +1.2% | 72,816 | $10.3M |
| Franklin Resources Inc. | 0.00% | No change | 71,309 | $10.1M |
| Lido Advisors, LLC | 0.04% | Add +10.1% | 70,556 | $10.0M |
| US Bancorp \de | 0.01% | Reduce -4.3% | 70,552 | $10.0M |
| Capital Advisors, Ltd. LLC | 1.10% | Reduce -0.6% | 68,886 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +20.9% | 66,070 | $9.3M |
| MML Investors Services, LLC | 0.02% | Add +22.2% | 66,065 | $9.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -1.6% | 66,031 | $9.3M |
| Salomon & Ludwin, LLC | 0.83% | Reduce -1.8% | 64,834 | $9.2M |
| Future Fund LLC | 3.21% | No change | 64,211 | $9.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -0.7% | 64,007 | $9.1M |
| Lake Street Private Wealth, LLC | 1.17% | Add +2.4% | 63,765 | $9.0M |
| Pittenger & Anderson Inc. | 0.33% | No change | 63,450 | $9.0M |
| Deutsche Bank AG | 0.00% | No change | 62,510 | $8.8M |
| Fifth Third Bancorp | 0.03% | Reduce -1.9% | 59,958 | $8.5M |
| Financial Advisors Network, Inc. | 1.19% | Add +1.8% | 59,369 | $8.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -0.1% | 58,813 | $8.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +127.4% | 57,970 | $8.2M |
| Newton One Investments LLC | 2.42% | Add +0.5% | 57,783 | $8.2M |
| JFS Wealth Advisors, LLC | 0.46% | Add +4.3% | 56,110 | $7.9M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 55,114 | $7.8M |
| Regions Financial Corp. | 0.05% | Add +12.4% | 54,505 | $7.7M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +6.6% | 54,142 | $7.7M |
| Baird Financial Group, Inc. | 0.01% | Add +1.7% | 54,032 | $7.6M |
| Compound Planning, Inc. | 0.24% | Add +12.2% | 53,480 | $7.6M |
| Ifrah Financial Services, Inc. | 1.95% | Reduce -0.1% | 53,054 | $7.5M |
| UMB Bank, n.a. | 0.11% | Reduce -4.4% | 51,298 | $7.3M |
| BNP Paribas Financial Markets | 0.01% | New | 50,600 | $7.2M |
| Corient Private Wealth LP | 0.01% | Reduce -53.1% | 48,874 | $6.9M |
| Sigma Planning Corp | 0.19% | Add +2.0% | 47,601 | $6.7M |
| NBT Bank, N.A. | 0.44% | Reduce -92.7% | 3,454 | $6.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.4% | 47,385 | $6.7M |
| Fortress Financial Group, LLC | 5.07% | Add +5.7% | 46,755 | $6.6M |
| SOA Wealth Advisors, LLC. | 1.07% | Reduce -6.9% | 46,349 | $6.6M |
| Cottage Street Advisors LLC | 2.70% | Add +0.0% | 44,957 | $6.4M |
| Clayton Financial Group LLC | 4.64% | Add +1.0% | 44,904 | $6.4M |
| Gemmer Asset Management LLC | 0.50% | No change | 44,241 | $6.3M |
| Bokf, NA | 0.09% | Add +1.5% | 43,794 | $6.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.26% | Reduce -2.6% | 43,551 | $6.2M |
| Chicago Partners Investment Group LLC | 0.16% | Reduce -0.1% | 42,069 | $6.0M |
| Rovin Capital /Ut/ | 1.67% | Add +875.1% | 42,552 | $6.0M |
| Level Four Advisory Services, LLC | 0.21% | Reduce -0.1% | 42,522 | $6.0M |
| Azimuth Capital Investment Management LLC | 0.21% | Reduce -2.4% | 41,470 | $5.9M |
| Centerpoint Advisors, LLC | 1.81% | Reduce -1.1% | 41,196 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.4% | 40,815 | $5.7M |
| Mill Creek Capital Advisors, LLC | 0.11% | Add +0.0% | 38,744 | $5.5M |
| Comerica Bank | 0.02% | Add +0.4% | 38,535 | $5.5M |
| Accretive Wealth Partners, LLC | 1.63% | Add +2.0% | 37,804 | $5.3M |
| Private Advisor Group, LLC | 0.03% | Add +3.6% | 36,643 | $5.2M |
| Asset Management Group, Inc. | 0.83% | Reduce -3.7% | 35,958 | $5.1M |
| Sunbelt Securities, Inc. | 0.35% | Reduce -1.3% | 35,596 | $5.0M |
| Dumont & Blake Investment Advisors LLC | 1.22% | Reduce -0.6% | 35,592 | $5.0M |
| Councilor Wealth, LLC | 2.30% | Reduce -9.5% | 35,052 | $5.0M |
| Bank of Montreal | 0.00% | Reduce -3.1% | 34,298 | $4.9M |
| First Citizens Financial Corp | 2.32% | Add +0.9% | 33,150 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +2.7% | 33,044 | $4.7M |
| Wilmington Savings Fund Society, FSB | 0.11% | Reduce -8.1% | 32,444 | $4.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 31,994 | $4.5M |
| Sowell Financial Services LLC | 0.17% | Add +1.0% | 31,522 | $4.5M |
| Guidance Point Advisors, LLC | 1.11% | Reduce -6.0% | 31,353 | $4.4M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -0.2% | 31,285 | $4.4M |
| Total Wealth Planning, LLC | 0.49% | Add +23.8% | 29,901 | $4.2M |
| Greenleaf Trust | 0.04% | Reduce -3.4% | 29,586 | $4.2M |
| LTG Capital LLC | 3.27% | Reduce -1.2% | 29,354 | $4.2M |
| Neumann Capital Management, LLC | 1.21% | Add +2.6% | 29,310 | $4.1M |
| San Luis Wealth Advisors LLC | 0.75% | Reduce -2.5% | 29,298 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.6% | 29,075 | $4.1M |
| Watts Gwilliam & Co., LLC | 0.65% | Reduce -0.4% | 28,509 | $4.0M |
| Mma Asset Management LLC | 1.34% | Reduce -10.8% | 28,459 | $4.0M |
| Independence Financial Advisors, LLC | 1.22% | Add +4.6% | 28,339 | $4.0M |
| Courier Capital LLC | 0.23% | Reduce -0.5% | 28,035 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -21.6% | 27,952 | $4.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +6.7% | 27,639 | $3.9M |
| Natixis Advisors, LLC | 0.01% | Add +16.7% | 27,275 | $3.9M |
| 1834 Investment Advisors Co. | 0.46% | Reduce -6.7% | 26,698 | $3.8M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -1.8% | 26,290 | $3.7M |
| Harbor Advisory Corp. | 1.08% | No change | 25,784 | $3.6M |
| Bfsg, LLC | 0.35% | Add +8.2% | 25,161 | $3.6M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -0.2% | 25,119 | $3.6M |
| First Horizon Corp. | 0.17% | — | 25,033 | $3.5M |
| M1 Capital Management LLC | 1.50% | New | 24,505 | $3.5M |
| Tobias Financial Advisors, Inc. | 0.52% | Reduce -1.4% | 24,225 | $3.4M |
| Pacific Sun Financial Corp | 1.63% | Reduce -1.4% | 23,843 | $3.4M |
| BKM Wealth Management, LLC | 1.18% | Reduce -0.8% | 22,530 | $3.2M |
| Blue Edge Capital, LLC | 0.45% | Reduce -2.1% | 22,518 | $3.2M |
| Savant Capital, LLC | 0.02% | Reduce -18.3% | 22,301 | $3.2M |
| Quotient Wealth Partners, LLC | 0.09% | Add +0.1% | 22,057 | $3.1M |
| Victory Financial Group, LLC | 0.43% | Reduce -3.5% | 21,951 | $3.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +105.6% | 21,898 | $3.1M |
| NewEdge Advisors, LLC | 0.01% | Add +105.1% | 21,147 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -19.7% | 21,038 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 20,946 | $3.0M |
| Baring Financial LLC | 2.01% | Add +6.3% | 20,886 | $3.0M |
| Trail Ridge Investment Advisors, LLC | 1.32% | Add +0.9% | 20,860 | $3.0M |
| Associated Banc-Corp | 0.08% | Reduce -2.4% | 20,215 | $2.9M |
| Bank of Nova Scotia | 0.01% | New | 20,000 | $2.8M |
| Broadview Financial Management, LLC | 1.87% | Reduce -6.5% | 19,581 | $2.8M |
| Droms Strauss Advisors Inc. /Mo/ | 0.80% | Reduce -33.0% | 19,380 | $2.7M |
| Cypress Capital Management LLC (WY) | 2.76% | Reduce -3.3% | 19,358 | $2.7M |
| TD Private Client Wealth LLC | 0.06% | Reduce -8.9% | 18,621 | $2.6M |
| NorthRock Partners, LLC | 0.05% | Reduce -2.7% | 18,585 | $2.6M |
| Stevens Capital Partners | 0.78% | Add +1.1% | 18,565 | $2.6M |
| MSH Capital Advisors LLC | 0.69% | Reduce -6.1% | 18,283 | $2.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +1.0% | 18,232 | $2.6M |
| Vicus Capital | 0.19% | Reduce -26.5% | 17,924 | $2.5M |
| Greenup Street Wealth Management LLC | 0.39% | Add +2.1% | 17,800 | $2.5M |
| Taylor Financial Group, Inc. | 1.43% | Add +3.0% | 17,560 | $2.5M |
| HB Wealth Management, LLC | 0.02% | Add +3.7% | 17,554 | $2.5M |
| Asset Dedication, LLC | 0.17% | Add +0.9% | 17,408 | $2.5M |
| World Investment Advisors | 0.05% | Reduce -90.4% | 17,180 | $2.4M |
| StoneX Group Inc. | 0.11% | Add +1.6% | 17,135 | $2.4M |
| Ullmann Wealth Partners Group, LLC | 0.26% | Reduce -3.5% | 17,073 | $2.4M |
| Park Avenue Securities LLC | 0.02% | Add +39.6% | 16,991 | $2.4M |
| Connecticut Wealth Management, LLC | 0.11% | Reduce -2.1% | 16,916 | $2.4M |
| InvesTrust | 0.87% | Reduce -0.6% | 16,701 | $2.4M |
| Pathway Financial Advisors LLC | 0.31% | No change | 16,404 | $2.3M |
| Lee, Kelleher & Klein Wealth Management | 1.42% | Reduce -4.3% | 16,337 | $2.3M |
| Soltis Investment Advisors LLC | 0.16% | Reduce -0.8% | 16,323 | $2.3M |
| Arkadios Wealth Advisors | 0.06% | Add +14.6% | 16,251 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -4.5% | 15,919 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.3% | 15,911 | $2.3M |
| American Financial & Tax Strategies Inc. | 1.12% | Reduce -0.7% | 15,882 | $2.2M |
| Parallel Advisors, LLC | 0.04% | Add +3.0% | 15,831 | $2.2M |
| First Merchants Corp. | 0.08% | Reduce -4.7% | 15,398 | $2.2M |
| Thomasville National Bank | 0.13% | Reduce -3.1% | 14,533 | $2.1M |
| Tiemann Investment Advisors, LLC | 0.77% | Add +0.5% | 14,311 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -0.2% | 14,058 | $2.0M |
| Dominguez Wealth Management Solutions, Inc. | 1.24% | Add +8.2% | 13,788 | $2.0M |
| Ballentine Partners, LLC | 0.03% | Add +1.2% | 13,720 | $1.9M |
| City Holding Co. | 0.24% | Reduce -0.3% | 13,654 | $1.9M |
| Sonata Capital Group Inc. | 0.71% | Reduce -1.0% | 13,586 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -7.5% | 13,296 | $1.9M |
| Pacific Financial Group Inc. | 1.38% | Reduce -1.1% | 13,197 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -1.2% | 12,937 | $1.8M |
| Ironwood Financial, llc | 0.32% | Add +2.2% | 12,913 | $1.8M |
| White Lighthouse Investment Management Inc. | 0.28% | Reduce -4.0% | 12,836 | $1.8M |
| Becker Capital Management Inc. | 0.05% | No change | 12,801 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Reduce -1.2% | 12,688 | $1.8M |
| Oarsman Capital, Inc. | 0.25% | Reduce -8.0% | 12,646 | $1.8M |
| &partners | 0.01% | Add +42.7% | 12,552 | $1.8M |
| Cornerstone Capital, Inc. | 0.17% | New | 12,081 | $1.7M |
| Novak & Powell Financial Services, Inc. | 0.89% | Add +95.3% | 11,990 | $1.7M |
| First Hawaiian Bank | 0.22% | Reduce -3.0% | 11,928 | $1.7M |
| PSI Advisors, LLC | 0.44% | Reduce -45.9% | 11,869 | $1.7M |
| Cranbrook Wealth Management, LLC | 0.34% | Reduce -0.9% | 11,855 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.80% | Add +0.1% | 11,815 | $1.7M |
| Columbia Bank | 0.46% | Add +8.7% | 11,609 | $1.7M |
| Regal Investment Advisors LLC | 0.11% | Add +9.6% | 11,635 | $1.6M |
| Sovereign Investment Advisors, LLC | 0.45% | Add +0.2% | 11,615 | $1.6M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -6.9% | 11,487 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Reduce -18.3% | 11,360 | $1.6M |
| Capital Squared Financial LLC | 1.39% | Add +0.8% | 11,303 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 11,276 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +322.2% | 11,125 | $1.6M |
| Moors & Cabot, Inc. | 0.07% | Add +3.4% | 10,870 | $1.5M |
| Allworth Financial LP | 0.01% | Add +2.1% | 10,762 | $1.5M |
| Wesbanco Bank Inc. | 0.04% | Add +13.5% | 10,728 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.4% | 10,633 | $1.5M |
| LGL Partners, LLC | 0.64% | Add +0.2% | 10,545 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -1.6% | 10,475 | $1.5M |
| Whittier Trust Co. | 0.02% | Add +0.0% | 10,294 | $1.5M |
| Beaumont Asset Management, L.L.C. | 0.73% | Reduce -2.0% | 10,268 | $1.5M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 10,230 | $1.4M |
| AQR Capital Management | 0.00% | Add +309.2% | 10,213 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 9,994 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.9% | 10,024 | $1.4M |
| Ritter Daniher Financial Advisory LLC / DE | 0.24% | Reduce -7.3% | 9,624 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +108.6% | 9,482 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -15.4% | 9,270 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -4.5% | 9,172 | $1.3M |
| IFP Advisors, Inc | 0.03% | Reduce -89.5% | 9,095 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -17.8% | 9,054 | $1.3M |
| Mather Group, Llc. | 0.01% | Add +10.0% | 9,018 | $1.3M |
| Willner & Heller, LLC | 0.98% | Add +0.2% | 8,997 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -10.9% | 8,812 | $1.2M |
| Paragon Private Wealth Management, LLC | 0.40% | Reduce -0.9% | 8,696 | $1.2M |
| Ruggaard & Associates LLC | 0.46% | No change | 8,612 | $1.2M |
| Parkside Financial Bank & Trust | 0.09% | Reduce -0.3% | 8,544 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -1.7% | 8,377 | $1.2M |
| Peregrine Asset Advisers, Inc. | 0.35% | Reduce -0.8% | 8,316 | $1.2M |
| Bragg Financial Advisors, Inc | 0.04% | No change | 8,308 | $1.2M |
| Financial Alternatives, Inc | 0.71% | No change | 8,264 | $1.2M |
| Rosenblum Silverman Sutton S F Inc. | 0.26% | No change | 8,172 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -6.1% | 8,147 | $1.2M |
| Pension & Wealth Management Advisors, Inc. | 0.36% | Add +0.3% | 8,141 | $1.2M |
| Midwest Trust Co | 0.01% | Reduce -1.4% | 7,946 | $1.1M |
| Keebeck Wealth Management | 0.13% | Reduce -20.6% | 7,869 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -1.8% | 7,860 | $1.1M |
| Commerce Bank | 0.01% | Add +22.4% | 7,807 | $1.1M |
| Founders Grove Wealth Partners, LLC | 0.26% | Reduce -12.6% | 7,803 | $1.1M |
| Capital Square, LLC | 0.56% | Add +17.1% | 7,777 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.39% | Reduce -4.8% | 7,621 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +74.9% | 7,614 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.1% | 7,597 | $1.1M |
| Quadcap Wealth Management, LLC | 0.13% | Reduce -1.3% | 7,515 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Reduce -3.6% | 7,467 | $1.1M |
| Hutchinson Capital Management | 0.18% | No change | 7,465 | $1.1M |
| JNBA Financial Advisors | 0.10% | Reduce -1.7% | 7,414 | $1.0M |
| Fifth Third Securities, Inc. | 0.07% | Reduce -1.3% | 7,412 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Reduce -3.2% | 7,311 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.5% | 7,279 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Add +1.0% | 7,237 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -13.1% | 7,208 | $1.0M |
| Prospect Financial Services LLC | 0.58% | Add +18.4% | 7,147 | $1.0M |
| Hurley Capital, LLC | 0.56% | Add +2.0% | 6,967 | $986K |
| Key Financial Inc | 0.18% | No change | 6,881 | $974K |
| Acropolis Investment Management, LLC | 0.05% | No change | 7,313 | $973K |
| Stephens Inc. | 0.01% | Reduce -0.1% | 6,850 | $969K |
| EFG Asset Management (Americas) Corp. | 0.17% | No change | 6,792 | $961K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -1.0% | 6,770 | $958K |
| Daymark Wealth Partners, LLC | 0.03% | Add +0.2% | 6,764 | $957K |
| DAVENPORT & Co LLC | 0.01% | Add +3.1% | 6,623 | $937K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -1.1% | 6,558 | $928K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 6,546 | $926K |
| Roberts Financial Services LLC | 0.30% | Add +0.7% | 6,474 | $916K |
| Farmers & Merchants Investments Inc. | 0.03% | Add +1.7% | 6,460 | $914K |
| Christensen, King & Associates Investment Services, Inc. | 0.39% | Reduce -0.7% | 6,388 | $904K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -13.5% | 6,359 | $900K |
| Financial Management Network Inc. | 0.15% | Reduce -7.4% | 6,323 | $899K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.1% | 6,315 | $894K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.0% | 6,284 | $889K |
| BlackRock, Inc. | 0.00% | Reduce -19.5% | 6,259 | $886K |
| Richards, Merrill & Peterson, Inc. | 0.38% | Reduce -17.2% | 6,245 | $884K |
| Guerra Pan Advisors, LLC | 0.53% | Reduce -1.3% | 6,180 | $874K |
| Prospera Financial Services Inc | 0.01% | Reduce -90.8% | 6,101 | $865K |
| Fortitude Family Office, LLC | 0.23% | No change | 6,060 | $857K |
| Johnson Investment Counsel Inc. | 0.01% | Add +6.5% | 6,058 | $857K |
| Finley Financial, LLC | 0.40% | No change | 6,055 | $857K |
| Principal Securities, Inc. | 0.01% | Add +14.7% | 6,017 | $851K |
| Park Place Capital Corp | 0.18% | Reduce -36.4% | 5,987 | $847K |
| MCF Advisors LLC | 0.05% | Add +0.0% | 5,965 | $844K |
| Global Retirement Partners, LLC | 0.02% | Reduce -1.1% | 5,960 | $843K |
| Tritonpoint Wealth, LLC | 0.07% | No change | 5,897 | $834K |
| PKS Advisory Services, LLC | 0.19% | Reduce -2.6% | 5,861 | $829K |
| Legacy Trust | 0.16% | No change | 5,805 | $821K |
| Private Advisory Group LLC | 0.07% | Reduce -0.2% | 5,729 | $811K |
| WealthShield Partners, LLC | 0.09% | Reduce -2.4% | 5,704 | $807K |
| FC Advisory LLC | 0.23% | Add +0.2% | 5,597 | $792K |
| Signature Wealth Management Partners, LLC | 0.41% | No change | 5,515 | $780K |
| Strategic Family Wealth Counselors, L.L.C. | 0.20% | No change | 5,512 | $780K |
| Renasant Bank | 0.49% | Reduce -29.6% | 5,504 | $779K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 5,497 | $778K |
| Montecito Bank & Trust | 0.12% | — | 5,478 | $775K |
| Matauro, LLC | 0.12% | Reduce -20.7% | 5,445 | $770K |
| Merit Financial Group, LLC | 0.01% | Add +0.1% | 5,418 | $767K |
| Kendall Capital Management | 0.17% | Add +0.7% | 5,352 | $757K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.3% | 5,323 | $753K |
| Choreo, LLC | 0.01% | No change | 5,281 | $747K |
| TAGStone Capital, Inc. | 0.30% | Reduce -1.0% | 5,269 | $746K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +598.0% | 5,214 | $738K |
| Money Concepts Capital Corp. | 0.05% | Add +5.0% | 5,183 | $733K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.6% | 5,039 | $713K |
| VAUGHAN & Co SECURITIES, INC. | 0.38% | No change | 5,038 | $713K |
| Allen Investment Management, LLC | 0.01% | No change | 5,000 | $708K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -2.6% | 4,997 | $707K |
| Ellis Investment Partners, LLC | 0.13% | Reduce -1.9% | 4,986 | $706K |
| Transcendent Capital Group LLC | 0.31% | Add +5.8% | 4,966 | $703K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 4,913 | $695K |
| Aspiriant, LLC | 0.02% | No change | 4,901 | $693K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -16.9% | 4,864 | $688K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -9.3% | 4,820 | $682K |
| Oppenheimer & Co. Inc. | 0.01% | Add +69.7% | 4,802 | $679K |
| Front Row Advisors LLC | 0.23% | No change | 4,798 | $679K |
| Principle Wealth Partners LLC | 0.04% | Reduce -7.1% | 4,790 | $678K |
| Operose Advisors LLC | 0.17% | Add +0.0% | 4,770 | $675K |
| Awm Capital, LLC | 0.06% | No change | 4,718 | $668K |
| Bridges Investment Management Inc. | 0.01% | Add +38.0% | 4,663 | $660K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -10.3% | 4,639 | $656K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,622 | $654K |
| Simmons Bank | 0.04% | Add +5.3% | 4,584 | $649K |
| Capital Analysts, LLC | 0.02% | Reduce -17.9% | 4,564 | $645K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -4.0% | 4,555 | $645K |
| Nwam LLC | 0.03% | Reduce -6.0% | 4,513 | $643K |
| First Trust Advisors LP | 0.00% | Add +57.3% | 4,540 | $642K |
| Synergy Asset Management, LLC | 0.02% | Add +200.0% | 4,713 | $640K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.6% | 4,471 | $633K |
| Hickory Point Bank & Trust | 0.47% | No change | 4,464 | $632K |
| Forbes Financial Planning, Inc. | 0.41% | Reduce -3.2% | 4,435 | $628K |
| Shoker Investment Counsel, Inc. | 0.18% | Reduce -0.2% | 4,415 | $625K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -1.4% | 4,383 | $620K |
| Sequent Asset Management, LLC | 0.29% | No change | 4,374 | $619K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -0.6% | 4,356 | $616K |
| Dana Investment Advisors, Inc. | 0.02% | Add +30.0% | 4,339 | $614K |
| Wellspring Financial Advisors, LLC | 0.06% | Add +0.2% | 4,337 | $614K |
| Patten Group, Inc. | 0.12% | Reduce -5.3% | 4,316 | $611K |
| Krilogy Financial LLC | 0.02% | New | 4,349 | $611K |
| Calton & Associates, Inc. | 0.09% | Add +0.0% | 4,276 | $605K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -20.4% | 4,272 | $605K |
| Meridian Financial Advisors, LLC | 0.33% | Reduce -8.0% | 4,128 | $584K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.1% | 4,086 | $582K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 4,097 | $580K |
| Inspirion Wealth Advisors, LLC | 0.08% | No change | 4,153 | $579K |
| Blackston Financial Advisory Group, LLC | 0.34% | Reduce -22.0% | 4,094 | $579K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.3% | 4,079 | $577K |
| Vickerman Investment Advisors, Inc. | 0.12% | Reduce -0.5% | 4,062 | $575K |
| Carl P. Sherr & Co., LLC | 0.27% | Reduce -1.1% | 4,034 | $571K |
| Ieq Capital, LLC | 0.00% | Reduce -9.3% | 4,025 | $570K |
| Summit Financial, LLC | 0.01% | Add +0.4% | 3,963 | $561K |
| TBH Global Asset Management, LLC | 0.11% | New | 3,962 | $561K |
| IFG Advisory, LLC | 0.03% | No change | 3,938 | $557K |
| Callan Family Office, LLC | 0.02% | Reduce -10.8% | 3,935 | $557K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.1% | 3,905 | $553K |
| Traynor Capital Management, Inc. | 0.03% | Add +5.1% | 3,903 | $552K |
| Evoke Wealth, LLC | 0.01% | Reduce -19.7% | 3,899 | $552K |
| Sprinkle Financial Consultants LLC | 0.31% | Add +0.2% | 3,868 | $547K |
| Hancock Whitney Corp. | 0.01% | Add +0.9% | 3,854 | $545K |
| Fulton Bank, N.A. | 0.02% | No change | 3,833 | $542K |
| Cadence Bank | 0.03% | No change | 3,811 | $539K |
| Saxon Interests, Inc. | 0.21% | Add +31.8% | 3,808 | $537K |
| Synovus Financial Corp. | 0.01% | Add +11.9% | 3,758 | $532K |
| Vertex Planning Partners, LLC | 0.10% | Add +0.0% | 3,756 | $531K |
| TruWealth Advisors, LLC | 0.03% | Reduce -1.6% | 3,735 | $529K |
| Everstar Asset Management, LLC | 0.29% | No change | 3,675 | $520K |
| One Day In July LLC | 0.04% | Reduce -6.5% | 3,643 | $516K |
| Bangor Savings Bank | 0.04% | Add +11.2% | 3,613 | $511K |
| Paragon Advisors, LLC | 0.13% | Reduce -18.4% | 3,533 | $500K |
| Roble, Belko & Company, Inc | 0.07% | Reduce -23.9% | 3,530 | $499K |
| Bestgate Wealth Advisors, LLC | 0.88% | Reduce -3.1% | 3,515 | $497K |
| Private Trust Co. NA | 0.04% | Add +5.0% | 3,514 | $497K |
| XTX Topco Ltd | 0.03% | New | 3,504 | $496K |
| TCTC Holdings, LLC | 0.01% | No change | 3,500 | $495K |
| Wedmont Private Capital | 0.02% | No change | 3,519 | $495K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 3,492 | $494K |
| Axis Wealth Partners, LLC | 0.29% | Add +31.2% | 3,488 | $494K |
| Bedel Financial Consulting, Inc. | 0.06% | No change | 3,446 | $488K |
| Mutual Advisors, LLC | 0.01% | Add +4.8% | 3,417 | $487K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 3,314 | $469K |
| Trueblood Wealth Management, LLC | 0.18% | Add +0.2% | 3,299 | $467K |
| Investmark Advisory Group LLC | 0.20% | Reduce -14.8% | 3,282 | $464K |
| Allium Financial Advisors, LLC | 0.37% | Reduce -9.0% | 3,189 | $451K |
| First Western Trust Bank | 0.02% | No change | 3,158 | $447K |
| KMG Fiduciary Partners, LLC | 0.03% | No change | 3,119 | $441K |
| Betterment LLC | 0.00% | Reduce -11.0% | 3,119 | $441K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.7% | 3,096 | $438K |
| Strategic Blueprint, LLC | 0.02% | New | 3,093 | $438K |
| Atria Investments, Inc | 0.01% | Add +1.8% | 3,083 | $436K |
| Atlantic Edge Private Wealth Management, LLC | 0.11% | No change | 3,077 | $435K |
| Private Wealth Asset Management, LLC | 0.05% | Add +33.2% | 3,050 | $432K |
| Bison Wealth, LLC | 0.04% | New | 3,081 | $431K |
| Glen Eagle Advisors, LLC | 0.06% | Add +3.8% | 3,014 | $426K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -51.4% | 2,988 | $423K |
| Royal Fund Management, LLC | 0.05% | Reduce -1.5% | 2,960 | $421K |
| Great Lakes Advisors, LLC | 0.00% | No change | 2,971 | $420K |
| Breakwater Capital Group | 0.06% | Reduce -0.1% | 2,923 | $414K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -4.4% | 2,914 | $412K |
| Diversify Wealth Management, LLC | 0.02% | Add +6.8% | 2,925 | $409K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -5.6% | 2,892 | $409K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Reduce -1.5% | 2,890 | $409K |
| Conning Inc. | 0.01% | Reduce -28.1% | 2,882 | $408K |
| National Bank of Canada | 0.00% | Add +110.9% | 2,881 | $408K |
| Old Mission Capital LLC | 0.01% | New | 2,866 | $406K |
| Chokshi & Queen Wealth Advisors, Inc | 0.21% | Add +11.3% | 2,853 | $404K |
| Liberty Capital Management, Inc. | 0.08% | No change | 2,834 | $401K |
| Nixon Peabody Trust Co. | 0.03% | Add +7.4% | 2,820 | $399K |
| Inlight Wealth Management, LLC | 0.19% | No change | 2,804 | $397K |
| KPP Advisory Services LLC | 0.06% | Reduce -0.4% | 2,801 | $396K |
| Full Sail Capital, LLC | 0.02% | No change | 2,800 | $396K |
| All Terrain Financial Advisors, LLC | 0.13% | Reduce -0.5% | 2,762 | $391K |
| Essential Planning, LLC. | 0.13% | No change | 2,740 | $388K |
| Dearborn Partners LLC | 0.02% | Reduce -23.8% | 3,196 | $380K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,669 | $378K |
| Compass Ion Advisors, LLC | 0.04% | Add +0.1% | 2,658 | $376K |
| Grove Bank & Trust | 0.04% | Reduce -38.3% | 2,652 | $375K |
| Corundum Group, Inc. | 0.15% | No change | 2,600 | $368K |
| Park Edge Advisors, LLC | 0.09% | No change | 2,600 | $368K |
| Atlas Brown,Inc. | 0.11% | Add +0.1% | 2,585 | $366K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -15.8% | 2,584 | $366K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -83.5% | 2,577 | $365K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 2,545 | $360K |
| Independent Financial Group, LLC | 0.01% | Add +1.1% | 2,505 | $354K |
| Sensible Money, LLC | 0.12% | Reduce -0.3% | 2,494 | $353K |
| Argent Trust Co | 0.01% | No change | 2,493 | $353K |
| Rothschild Investment LLC | 0.02% | No change | 2,471 | $350K |
| NTV Asset Management LLC | 0.04% | Reduce -9.2% | 2,456 | $348K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.8% | 2,432 | $346K |
| 21 West Wealth Management LLC | 0.33% | No change | 2,432 | $344K |
| Hazlett, Burt & Watson, Inc. | 0.12% | Add +3.7% | 2,402 | $342K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.3% | 2,416 | $342K |
| Vanguard Group Inc. | 0.00% | Reduce -50.4% | 2,400 | $340K |
| Wedbush Securities Inc. | 0.01% | Add +3.8% | 2,393 | $339K |
| Cambridge Financial Group, LLC | 0.11% | Reduce -0.3% | 2,391 | $338K |
| Central Bank & Trust Co. | 0.05% | No change | 2,382 | $337K |
| Trust Co. of Vermont | 0.01% | No change | 2,355 | $333K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 2,350 | $333K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 2,346 | $332K |
| Spirepoint Private Client, LLC | 0.03% | No change | 2,336 | $331K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 2,330 | $330K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.3% | 2,320 | $328K |
| WealthTrust Axiom LLC | 0.09% | No change | 2,320 | $328K |
| Ackerman Capital Advisors, LLC | 0.07% | No change | 2,300 | $325K |
| LaFleur & Godfrey LLC | 0.04% | No change | 2,300 | $325K |
| Prosperity Planning, Inc. | 0.12% | Reduce -2.6% | 2,299 | $325K |
| Procyon Advisors, LLC | 0.02% | No change | 2,288 | $324K |
| Heritage Wealth Advisors | 0.01% | No change | 2,288 | $324K |
| Eagle Strategies LLC | 0.04% | Reduce -12.2% | 2,270 | $321K |
| Old National Bancorp | 0.01% | New | 2,267 | $321K |
| Rainey & Randall Wealth Advisors Inc. | 0.05% | No change | 2,265 | $320K |
| Security National Bank | 0.05% | No change | 2,265 | $320K |
| Strategic Wealth Investment Group, LLC | 0.03% | Add +396.7% | 2,260 | $320K |
| ShoreHaven Wealth Partners, LLC | 0.12% | No change | 2,259 | $320K |
| Compton Wealth Advisory Group, LLC | 0.07% | No change | 2,255 | $319K |
| Warner Financial, Inc. | 0.12% | Add +0.1% | 2,242 | $317K |
| Clarity Asset Management, Inc. | 0.18% | Add +0.2% | 2,234 | $316K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -2.4% | 2,224 | $315K |
| Avior Wealth Management, LLC | 0.01% | Add +6.5% | 2,220 | $314K |
| Pioneer Trust Bank N A | 0.07% | No change | 2,200 | $311K |
| Goodwin Investment Advisory | 0.33% | No change | 2,189 | $310K |
| Sterling Investment Counsel, LLC | 0.10% | New | 2,180 | $308K |
| Essex LLC | 0.06% | No change | 2,180 | $308K |
| Flow Traders U.S. LLC | 0.01% | Add +13.1% | 2,173 | $307K |
| Cozad Asset Management Inc. | 0.02% | Add +1.2% | 2,155 | $305K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 2,150 | $304K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -3.3% | 2,134 | $302K |
| CRA Financial Services, LLC | 0.04% | Reduce -14.3% | 2,100 | $297K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 2,096 | $297K |
| Mgo One Seven LLC | 0.01% | No change | 2,075 | $294K |
| Advisory Alpha, LLC | 0.01% | No change | 2,047 | $291K |
| Steinberganna Wealth Management | 0.14% | — | 2,048 | $290K |
| Equity Wealth Partners, LLC | 0.23% | — | 2,030 | $287K |
| Evergreen Private Wealth LLC | 0.12% | Add +6.9% | 2,025 | $287K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -19.0% | 2,015 | $285K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -9.5% | 2,011 | $284K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.5% | 2,009 | $284K |
| Apollon Financial, LLC | 0.05% | No change | 2,000 | $283K |
| Manchester Capital Management LLC | 0.04% | No change | 2,000 | $283K |
| Bensler, LLC | 0.03% | Reduce -12.6% | 1,996 | $282K |
| Coldstream Capital Management Inc. | 0.00% | No change | 1,992 | $282K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -1.4% | 1,949 | $280K |
| Paragon Capital Management Ltd | 0.05% | No change | 1,959 | $277K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -12.4% | 1,957 | $277K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +2.0% | 1,933 | $273K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,911 | $270K |
| WealthPlan Investment Management, LLC | 0.02% | No change | 1,894 | $268K |
| Intrua Financial, LLC | 0.03% | No change | 1,887 | $267K |
| Nilsine Partners, LLC | 0.02% | Reduce -26.9% | 1,885 | $267K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.04% | No change | 1,870 | $265K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,860 | $263K |
| Gen-Wealth Partners Inc | 0.09% | No change | 1,859 | $263K |
| First Financial Bank - Trust Division | 0.02% | No change | 1,844 | $261K |
| GWN Securities Inc. | 0.06% | Reduce -23.1% | 1,843 | $261K |
| Security National Bank of So Dak | 0.13% | No change | 1,838 | $260K |
| Optimist Retirement Group LLC | 0.12% | Add +0.2% | 1,838 | $260K |
| Vawter Financial, Ltd. | 0.12% | New | 1,823 | $258K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.1% | 1,821 | $258K |
| Capital Investment Counsel, LLC | 0.04% | Add +5.1% | 1,816 | $257K |
| Sage Financial Management Group, Inc. | 0.08% | Reduce -4.0% | 1,813 | $257K |
| Net Worth Advisory Group | 0.07% | Reduce -86.9% | 1,811 | $256K |
| PFG Advisors | 0.01% | New | 1,809 | $256K |
| Rede Wealth, LLC | 0.20% | New | 1,791 | $253K |
| Eagle Bay Advisors LLC | 0.20% | Reduce -19.2% | 1,791 | $253K |
| Richmond Investment Services, LLC | 0.05% | Reduce -8.2% | 1,781 | $252K |
| Motco | 0.02% | Reduce -0.4% | 1,774 | $251K |
| Oak Wealth Advisors LLC | 0.14% | No change | 1,750 | $248K |
| Strive Asset Management, LLC | 0.13% | Reduce -67.2% | 1,741 | $246K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Add +0.1% | 1,690 | $239K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,684 | $237K |
| Bar Harbor Wealth Management | 0.01% | Reduce -1.7% | 1,667 | $236K |
| Independent Advisor Alliance | 0.01% | New | 1,666 | $236K |
| Chemung Canal Trust Co. | 0.05% | No change | 1,664 | $235K |
| Balboa Wealth Partners | 0.04% | New | 1,659 | $235K |
| GAMCO Investors | 0.00% | No change | 1,650 | $233K |
| Beaton Management Co. Inc. | 0.11% | No change | 1,640 | $232K |
| Burling Wealth Partners, LLC | 0.04% | No change | 1,636 | $231K |
| Gallacher Capital Management LLC | 0.09% | No change | 1,633 | $231K |
| Composition Wealth, LLC | 0.00% | Reduce -6.8% | 1,611 | $228K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,600 | $226K |
| BBR Partners, LLC | 0.01% | New | 1,600 | $226K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -5.5% | 1,600 | $226K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,600 | $226K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -59.8% | 1,593 | $225K |
| Twelve Points Wealth Management LLC | 0.06% | No change | 1,589 | $225K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 1,569 | $222K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 1,562 | $221K |
| Curi Capital, LLC | 0.00% | New | 1,561 | $221K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -5.0% | 1,547 | $219K |
| Hoxton Planning & Management, LLC | 0.07% | Add +2.1% | 1,542 | $218K |
| Uptick Partners, LLC | 0.06% | New | 1,535 | $217K |
| AE Wealth Management LLC | 0.00% | Add +46.3% | 1,507 | $213K |
| Tranquility Partners, LLC | 0.07% | No change | 1,506 | $213K |
| IFG Advisors, LLC | 0.03% | Add +0.1% | 1,505 | $213K |
| Armstrong, Fleming & Moore, Inc | 0.10% | No change | 1,505 | $213K |
| Valmark Advisers, Inc. | 0.00% | New | 1,501 | $212K |
| Garde Capital, Inc. | 0.01% | Add +1.5% | 1,499 | $212K |
| Allodium Investment Consultants, LLC | 0.12% | New | 1,496 | $212K |
| Financial Life Planners | 0.14% | New | 1,487 | $210K |
| Cordatus Wealth Management LLC | 0.05% | Reduce -97.6% | 1,486 | $210K |
| Slow Capital, Inc. | 0.02% | Reduce -12.2% | 1,485 | $210K |
| White Knight Strategic Wealth Advisors, LLC | 0.16% | New | 1,474 | $209K |
| Cooper/Haims Advisors, LLC | 0.10% | New | 1,472 | $208K |
| Ironwood Investment Counsel, LLC | 0.03% | New | 1,469 | $208K |
| Objective Capital Management, LLC | 0.21% | New | 1,459 | $206K |
| Ascent Group, LLC | 0.01% | Reduce -36.0% | 1,457 | $206K |
| MidAtlantic Capital Management, Inc. | 0.14% | New | 1,455 | $206K |
| SouthState Bank Corp | 0.01% | Reduce -38.3% | 1,449 | $205K |
| Waldron Private Wealth LLC | 0.01% | New | 1,442 | $204K |
| Security Financial Services, INC. | 0.03% | New | 1,440 | $204K |
| Noble Family Wealth, LLC | 0.04% | New | 1,432 | $203K |
| Brighton Jones LLC | 0.00% | New | 1,429 | $202K |
| Mosaic Family Wealth Partners, LLC | 0.02% | New | 1,427 | $202K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,411 | $200K |
| Kentucky Trust Co | 0.11% | Reduce -1.8% | 1,375 | $195K |
| Atlantic Union Bankshares Corp | 0.00% | Add +156.1% | 1,370 | $194K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -4.3% | 1,340 | $191K |
| Eastern Bank | 0.00% | No change | 1,302 | $184K |
| Larson Financial Group LLC | 0.01% | Add +10.0% | 1,253 | $177K |
| N.E.W. Advisory Services LLC | 0.02% | Add +0.1% | 1,252 | $177K |
| Alpine Bank Wealth Management | 0.02% | Reduce -12.1% | 1,250 | $177K |
| Bogart Wealth, LLC | 0.01% | Add +46.4% | 1,240 | $175K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,192 | $169K |
| Quadrant Capital Group LLC | 0.01% | New | 1,185 | $168K |
| Financial Freedom, LLC | 0.08% | Add +0.3% | 1,183 | $167K |
| Matrix Private Capital Group LLC | 0.09% | No change | 1,174 | $166K |
| Russell Investments Group, Ltd. | 0.00% | Add +21.8% | 1,144 | $162K |
| Alerus Financial NA | 0.01% | No change | 1,140 | $161K |
| Orion Capital Management LLC | 0.06% | New | 1,137 | $161K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Add +0.2% | 1,132 | $160K |
| Peck Wealth Management, LLC | 0.15% | — | 1,112 | $157K |
| Windsor Advisory Group, LLC | 0.14% | No change | 1,104 | $156K |
| HM Payson & Co. | 0.00% | No change | 1,101 | $156K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,083 | $153K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,077 | $152K |
| Financial Consulate, Inc. | 0.02% | New | 1,073 | $152K |
| United Community Bank | 0.05% | No change | 1,047 | $148K |
| Chilton Capital Management LLC | 0.00% | Add +26.9% | 1,015 | $144K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $141K |
| MV Capital Management, Inc. | 0.01% | No change | 999 | $141K |
| Tidemark, LLC | 0.04% | Reduce -3.1% | 995 | $141K |
| CENTRAL TRUST Co | 0.00% | No change | 987 | $140K |
| Mechanics Financial Corp | 0.05% | No change | 916 | $130K |
| Evermay Wealth Management LLC | 0.01% | No change | 913 | $129K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.9% | 906 | $128K |
| Assetmark, Inc. | 0.00% | Reduce -53.3% | 893 | $126K |
| one8zero8, LLC | 0.03% | No change | 829 | $117K |
| Insight Inv LLC | 0.06% | Reduce -20.9% | 762 | $108K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 747 | $106K |
| Phillips Financial Management, LLC | 0.01% | No change | 661 | $94K |
| Atwood & Palmer Inc. | 0.01% | No change | 658 | $93K |
| Logan Capital Management Inc. | 0.00% | Add +5.7% | 626 | $89K |
| First Financial Corp. | 0.03% | No change | 600 | $85K |
| Blue Trust, Inc. | 0.00% | No change | 600 | $85K |
| Financial Perspectives, Inc | 0.02% | Add +0.2% | 596 | $84K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 588 | $83K |
| Painted Porch Advisors LLC | 0.03% | No change | 587 | $83K |
| Topsail Wealth Management, LLC | 0.01% | No change | 576 | $82K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 570 | $81K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 559 | $79K |
| First United Bank & Trust | 0.03% | No change | 550 | $78K |
| Kings Path Partners LLC | 0.03% | No change | 546 | $77K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 540 | $76K |
| Country Trust Bank | 0.00% | No change | 524 | $74K |
| Peachtree Investment Partners, LLC | 0.03% | Add +0.2% | 519 | $73K |
| Longview Financial Advisors LLC | 0.04% | No change | 500 | $71K |
| Centennial Bank | 0.03% | No change | 500 | $71K |
| Hilltop National Bank | 0.02% | No change | 500 | $71K |
| Ancora Advisors LLC | 0.00% | No change | 492 | $70K |
| Salem Investment Counselors Inc. | 0.00% | No change | 486 | $69K |
| Princeton Global Asset Management LLC | 0.01% | No change | 484 | $68K |
| Concord Wealth Partners | 0.01% | Reduce -0.6% | 474 | $67K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 471 | $67K |
| Acima Private Wealth, LLC | 0.02% | No change | 470 | $67K |
| Root Financial Partners, LLC | 0.00% | New | 446 | $63K |
| Colonial Trust Advisors | 0.00% | Reduce -0.2% | 443 | $63K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 438 | $62K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +51.3% | 425 | $60K |
| Spire Wealth Management | 0.00% | Add +41.3% | 424 | $60K |
| BankPlus Trust Department | 0.02% | No change | 411 | $58K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 408 | $58K |
| Smithfield Trust Co | 0.00% | No change | 402 | $57K |
| Powell Investment Advisors, LLC | 0.02% | No change | 400 | $57K |
| Citizens National Bank Trust Department | 0.01% | No change | 400 | $57K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 390 | $55K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.3% | 379 | $54K |
| Creative Capital Management Investments LLC | 0.02% | No change | 377 | $53K |
| Oakworth Capital, Inc. | 0.00% | No change | 358 | $51K |
| Robinswood Financial LLC | 0.02% | Add +0.3% | 348 | $49K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 340 | $48K |
| GGM Financial LLC | 0.02% | New | 312 | $44K |
| Perkins Coie Trust Co | 0.01% | No change | 312 | $44K |
| Trust Co. of Toledo NA | 0.00% | No change | 308 | $44K |
| JPL Wealth Management, LLC | 0.01% | New | 299 | $42K |
| Hantz Financial Services, Inc. | 0.00% | Add +160.0% | 299 | $42K |
| Founders Financial Alliance, LLC | 0.01% | No change | 294 | $42K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 291 | $41K |
| Independence Bank of Kentucky | 0.01% | No change | 280 | $40K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 279 | $39K |
| Horizons Wealth Management | 0.03% | No change | 270 | $38K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 263 | $37K |
| Ashton Thomas Securities, LLC | 0.01% | New | 256 | $36K |
| Caldwell Trust Co | 0.00% | Reduce -50.8% | 253 | $36K |
| Legacy Bridge, LLC | 0.01% | No change | 236 | $33K |
| Palouse Capital Management, Inc. | 0.02% | No change | 232 | $33K |
| CX Institutional | 0.00% | Reduce -6.7% | 223 | $32K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -58.9% | 220 | $31K |
| Quaker Wealth Management, LLC | 0.01% | No change | 219 | $31K |
| Tucker Asset Management LLC | 0.01% | Reduce -18.8% | 207 | $29K |
| Perritt Capital Management Inc | 0.01% | Add +0.5% | 204 | $29K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 200 | $28K |
| TruNorth Capital Management, LLC | 0.01% | No change | 200 | $28K |
| Angeles Wealth Management, LLC | 0.00% | No change | 200 | $28K |
| Bank of New Hampshire | 0.01% | No change | 196 | $28K |
| Strategic Investment Advisors / MI | 0.00% | New | 12,597 | $28K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -46.7% | 194 | $27K |
| Sittner & Nelson, LLC | 0.01% | No change | 187 | $26K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 183 | $26K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 180 | $25K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 178 | $25K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +67.0% | 177 | $25K |
| Wolff Wiese Magana LLC | 0.01% | No change | 174 | $25K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 169 | $24K |
| CNB Bank | 0.01% | No change | 164 | $23K |
| Albion Financial Group | 0.00% | No change | 162 | $23K |
| True Wealth Design, LLC | 0.01% | Reduce -26.7% | 162 | $23K |
| Washington Trust Advisors, Inc. | 0.00% | New | 162 | $23K |
| Community Bank, N.A. | 0.00% | No change | 160 | $23K |
| Rise Advisors, LLC | 0.01% | Reduce -24.6% | 159 | $22K |
| Darwin Wealth Management, LLC | 0.01% | No change | 151 | $21K |
| American Wealth Advisors, LLC | 0.02% | — | 133 | $19K |
| North Star Investment Management Corp. | 0.00% | No change | 127 | $18K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 112 | $16K |
| EPG Wealth Management LLC | 0.00% | Reduce -11.5% | 108 | $15K |
| Avalon Trust Co | 0.00% | No change | 108 | $15K |
| Hughes Financial Services, LLC | 0.00% | No change | 105 | $15K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 104 | $15K |
| Team Financial Group, LLC | 0.01% | Add +1.0% | 104 | $15K |
| Register Financial Advisors LLC | 0.01% | No change | 101 | $14K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 100 | $14K |
| Signaturefd, LLC | 0.00% | No change | 100 | $14K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 96 | $14K |
| Imprint Wealth LLC | 0.04% | — | 95 | $13K |
| Kilter Group LLC | 0.01% | No change | 88 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 88 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 86 | $12K |
| Barrett & Company, Inc. | 0.00% | No change | 80 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +27.9% | 78 | $11K |
| AlphaCore Capital LLC | 0.00% | No change | 76 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 75 | $11K |
| Golden State Wealth Management, LLC | 0.00% | No change | 71 | $10K |
| Murphy & Mullick Capital Management Corp | 0.01% | Add +100.0% | 70 | $10K |
| Crewe Advisors LLC | 0.00% | No change | 68 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 66 | $9K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 62 | $9K |
| Abound Wealth Management | 0.00% | Add +500.0% | 54 | $8K |
| Sound Income Strategies, LLC | 0.00% | No change | 54 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 52 | $7K |
| United Financial Planning Group LLC | 0.00% | — | 52 | $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 | $7K |
| West Paces Advisors Inc. | 0.00% | Reduce -82.4% | 45 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 40 | $6K |
| FSA Wealth Management LLC | 0.00% | No change | 39 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 38 | $5K |
| Flagship Wealth Advisors, LLC | 0.00% | New | 35 | $5K |
| Addison Advisors LLC | 0.00% | No change | 35 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 25 | $4K |
| Howe & Rusling Inc. | 0.00% | Reduce -68.0% | 25 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 25 | $3K |
| Goodman Advisory Group, LLC | 0.00% | New | 21 | $3K |
| Armor Investment Advisors, LLC | 0.00% | No change | 20 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 19 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +20.0% | 18 | $3K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -35.7% | 18 | $3K |
| Compass Financial Services Inc | 0.00% | New | 14 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 10 | $1K |
| Colonial Trust Co / SC | 0.00% | Reduce -9.1% | 10 | $1K |
| Promus Capital, LLC | 0.00% | New | 8 | $1K |
| Clear Investment Research, LLC | 0.00% | Add +16.7% | 7 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 4 | $566 |
| CoreCap Advisors, LLC | 0.00% | No change | 4 | $566 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 3 | $425 |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 3 | $425 |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -96.2% | 1 | $142 |
| Qube Research & Technologies Ltd | 0.00% | No change | 1 | $142 |
| Cloud Capital Management, LLC | 0.00% | New | 3 | $0 |
"% 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.