iShares S&P Small-Cap 600 GRIJTETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 820 institutions reported holding iShares S&P Small-Cap 600 GR (IJT) in their 13F filings, up 57 from Q1 2026. 87 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($567.0M), Bank of America Corp. ($366.0M) and FMR LLC ($332.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares S&P Small-Cap 600 GR
- CUSIP
- 464287887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $57.9M |
| Exits | 34 | $32.0M |
All 13F filers, Q1 2026 → Q2 2026: 1,515,621 shares bought and 961,646 shares sold, net +553,975 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 820 holders
| Morgan Stanley | 0.03% | Reduce -0.5% | 3,174,467 | $567.0M |
| Bank of America Corp. | 0.02% | Add +0.1% | 2,049,349 | $366.0M |
| FMR LLC | 0.01% | Reduce -0.8% | 1,862,555 | $332.7M |
| Brown Advisory Inc. | 0.31% | Add +7.1% | 1,119,852 | $200.0M |
| Wells Fargo & Company | 0.03% | Add +5.8% | 1,094,482 | $195.5M |
| LPL Financial LLC | 0.04% | Add +2.4% | 1,056,380 | $188.7M |
| UBS Group AG | 0.03% | Reduce -15.2% | 919,460 | $164.2M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -3.9% | 833,353 | $148.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -13.1% | 764,942 | $136.6M |
| Raymond James Financial Inc. | 0.03% | Add +3.0% | 552,733 | $98.7M |
| M&T Bank Corp | 0.26% | Reduce -2.5% | 503,632 | $89.9M |
| Commonwealth Equity Services, LLC | 0.11% | Add +0.9% | 486,724 | $86.9M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 433,131 | $76.5M |
| Ameriprise Financial Inc. | 0.01% | Add +24.9% | 408,157 | $72.9M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.1% | 362,011 | $64.7M |
| Glenmede Trust Co. NA | 0.28% | Add +1.3% | 351,350 | $62.8M |
| Truist Financial Corp. | 0.07% | Add +33.1% | 348,502 | $62.2M |
| Royal Bank of Canada | 0.01% | Reduce -1.2% | 335,412 | $59.9M |
| Osaic Holdings, Inc. | 0.06% | Add +22.9% | 308,932 | $55.2M |
| Cerity Partners LLC | 0.07% | Add +9.8% | 300,536 | $53.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.8% | 282,475 | $50.4M |
| Jones Financial Companies LLLP | 0.02% | Add +2.2% | 259,022 | $45.7M |
| Beaumont Financial Advisors, LLC | 2.84% | Add +0.2% | 249,525 | $44.6M |
| Moneta Group Investment Advisors LLC | 0.30% | Reduce -1.4% | 229,363 | $41.0M |
| Captrust Financial Advisors | 0.06% | Reduce -2.2% | 204,482 | $36.5M |
| Arax Advisory Partners | 0.24% | Add +64.7% | 199,352 | $35.6M |
| Heartwood Wealth Advisors LLC | 2.74% | Add +3.8% | 197,196 | $35.2M |
| Falcon Wealth Planning | 2.07% | Add +2.4% | 182,834 | $32.7M |
| AlphaCore Capital LLC | 0.60% | Reduce -3.6% | 182,053 | $32.5M |
| Cetera Investment Advisers | 0.03% | Reduce -12.9% | 176,832 | $31.6M |
| Focus Partners Wealth | 0.03% | Reduce -0.3% | 175,674 | $31.4M |
| Schneider Downs Wealth Management Advisors, LP | 2.84% | Add +3.3% | 169,475 | $30.3M |
| Mariner, LLC | 0.03% | Reduce -9.1% | 164,793 | $29.4M |
| GHP Investment Advisors, Inc. | 1.02% | Reduce -1.0% | 156,039 | $27.9M |
| Kestra Private Wealth Services, LLC | 0.29% | Add +1.9% | 149,045 | $26.6M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +1240.8% | 139,080 | $24.8M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.3% | 132,675 | $23.7M |
| Pacific Life Fund Advisors LLC | 2.58% | New | 131,406 | $23.5M |
| Pinnacle Financial Partners, Inc. | 0.16% | Add +1.1% | 128,295 | $22.9M |
| Sterling Financial Planning, Inc. | 6.22% | Reduce -1.4% | 128,012 | $22.9M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -3.8% | 124,135 | $22.2M |
| Stifel Financial Corp. | 0.02% | Reduce -2.7% | 122,895 | $22.0M |
| Corient Private Wealth LP | 0.03% | Reduce -4.2% | 118,034 | $21.1M |
| Creative Planning | 0.01% | Add +2.8% | 115,133 | $20.6M |
| Probity Advisors, Inc. | 2.83% | Reduce -1.0% | 110,713 | $19.8M |
| Inspire Trust Co, N.A. | 2.70% | Add +7.8% | 110,000 | $19.6M |
| MAI Capital Management | 0.07% | Add +5.1% | 101,601 | $18.1M |
| Cassaday & Co Wealth Management LLC | 0.34% | Reduce -1.0% | 101,162 | $18.1M |
| Palisades Hudson Asset Management, L.P. | 6.02% | Reduce -2.7% | 96,350 | $17.2M |
| Texas Yale Capital Corp. | 0.37% | Add +0.3% | 94,971 | $17.0M |
| Keybank National Association | 0.06% | Add +0.2% | 94,470 | $16.9M |
| RTD Financial Advisors, Inc. | 1.73% | Reduce -6.6% | 88,653 | $15.8M |
| Equitable Holdings, Inc. | 0.09% | Add +3.2% | 88,324 | $15.8M |
| Cresset Asset Management, LLC | 0.06% | Add +6.1% | 86,561 | $15.5M |
| MML Investors Services, LLC | 0.03% | Add +25.4% | 84,506 | $15.1M |
| Fifth Third Bancorp | 0.02% | Reduce -7.2% | 82,734 | $14.8M |
| Lido Advisors, LLC | 0.05% | Reduce -1.3% | 81,566 | $14.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.4% | 81,033 | $14.5M |
| Pathstone Holdings, LLC | 0.04% | Add +57.8% | 75,202 | $13.4M |
| Baird Financial Group, Inc. | 0.02% | Add +12.4% | 72,593 | $13.0M |
| Regions Financial Corp. | 0.08% | Add +0.8% | 70,848 | $12.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +17.4% | 69,602 | $12.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +2.5% | 69,248 | $12.4M |
| Lake Street Private Wealth, LLC | 1.41% | Add +0.3% | 68,525 | $12.2M |
| Capital Advisors, Ltd. LLC | 1.21% | Reduce -1.6% | 67,084 | $12.0M |
| US Bancorp \de | 0.01% | Reduce -4.5% | 66,197 | $11.8M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -3.4% | 66,055 | $11.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +19.7% | 65,824 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -22.4% | 65,557 | $11.7M |
| Rodgers & Associates, LTD | 1.05% | Reduce -6.5% | 64,535 | $11.5M |
| Franklin Resources Inc. | 0.00% | Reduce -1.1% | 63,999 | $11.4M |
| Pittenger & Anderson Inc. | 0.41% | No change | 63,450 | $11.3M |
| Prospera Financial Services Inc | 0.16% | Add +1106.0% | 63,402 | $11.3M |
| Deutsche Bank AG | 0.00% | No change | 62,510 | $11.2M |
| Susquehanna International Group, LLP | 0.01% | Add +194.6% | 61,082 | $10.9M |
| Financial Advisors Network, Inc. | 1.32% | Add +1.8% | 60,086 | $10.7M |
| Cordatus Wealth Management LLC | 2.34% | Add +3911.4% | 59,609 | $10.6M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +2.8% | 58,134 | $10.4M |
| JFS Wealth Advisors, LLC | 0.51% | Add +2.5% | 57,390 | $10.2M |
| Salomon & Ludwin, LLC | 0.84% | Reduce -3.9% | 59,814 | $10.2M |
| Bank of New York Mellon Corp | 0.00% | Add +5.7% | 56,839 | $10.2M |
| StoryOne LLC | 4.50% | Add +0.0% | 53,324 | $9.5M |
| Compound Planning, Inc. | 0.25% | Add +0.9% | 53,150 | $9.5M |
| PW Nova Financial Services LLC | 1.99% | Add +1.8% | 52,000 | $9.3M |
| Sigma Planning Corp | 0.23% | Reduce -1.9% | 50,908 | $9.1M |
| Ifrah Financial Services, Inc. | 2.20% | Reduce -4.3% | 50,548 | $9.0M |
| Clayton Financial Group LLC | 4.73% | Add +0.9% | 47,914 | $8.6M |
| Blue Edge Capital, LLC | 0.96% | Add +68.0% | 44,864 | $8.0M |
| Bokf, NA | 0.11% | Add +7.1% | 43,936 | $7.8M |
| UMB Bank, n.a. | 0.10% | Reduce -4.8% | 43,847 | $7.8M |
| Independence Financial Advisors, LLC | 2.01% | Add +41.8% | 43,314 | $7.7M |
| Level Four Advisory Services, LLC | 0.21% | Reduce -0.2% | 42,440 | $7.6M |
| Cottage Street Advisors LLC | 2.93% | Reduce -0.5% | 42,434 | $7.6M |
| Accretive Wealth Partners, LLC | 1.81% | Add +9.1% | 41,610 | $7.4M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +9.3% | 40,897 | $7.3M |
| Norden Group LLC | 0.60% | Reduce -1.4% | 40,837 | $7.3M |
| Chicago Partners Investment Group LLC | 0.14% | Reduce -2.1% | 42,054 | $7.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.27% | Reduce -0.8% | 39,658 | $7.1M |
| Centerpoint Advisors, LLC | 2.01% | Reduce -1.0% | 39,575 | $7.1M |
| Sowell Financial Services LLC | 0.23% | Add +2.2% | 39,094 | $7.0M |
| Arkadios Wealth Advisors | 0.10% | Add +3.4% | 37,336 | $6.7M |
| Bank of Montreal | 0.00% | Reduce -2.1% | 36,780 | $6.6M |
| Azimuth Capital Investment Management LLC | 0.22% | Reduce -9.4% | 36,670 | $6.5M |
| SOA Wealth Advisors, LLC. | 1.06% | Reduce -15.7% | 35,464 | $6.3M |
| Asset Management Group, Inc. | 0.92% | Add +0.1% | 35,060 | $6.3M |
| San Luis Wealth Advisors LLC | 0.94% | Add +8.8% | 35,009 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +14.3% | 34,880 | $6.1M |
| Taylor Financial Group, Inc. | 3.31% | Add +0.6% | 33,671 | $6.0M |
| Dumont & Blake Investment Advisors LLC | 1.35% | Reduce -0.5% | 33,603 | $6.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.8% | 33,140 | $5.9M |
| First Citizens Financial Corp | 2.46% | Reduce -0.2% | 32,931 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -8.5% | 32,879 | $5.9M |
| Mma Asset Management LLC | 1.86% | Reduce -1.1% | 32,748 | $5.8M |
| Veratis Advisors, Inc. | 4.00% | — | 31,660 | $5.7M |
| HB Wealth Management, LLC | 0.03% | Add +0.6% | 30,438 | $5.4M |
| Park Avenue Securities LLC | 0.03% | Add +0.7% | 30,337 | $5.4M |
| Guidance Point Advisors, LLC | 1.17% | Add +0.2% | 30,314 | $5.4M |
| Pinnacle Associates Ltd. | 0.06% | Add +6.3% | 29,380 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Add +0.8% | 29,291 | $5.2M |
| Neumann Capital Management, LLC | 3.45% | Reduce -0.1% | 29,240 | $5.2M |
| Bfsg, LLC | 0.46% | Add +1.4% | 28,965 | $5.2M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 28,943 | $5.2M |
| Wilmington Savings Fund Society, FSB | 0.12% | Reduce -2.6% | 28,840 | $5.2M |
| &partners | 0.02% | Add +19.0% | 28,704 | $5.1M |
| Belpointe Asset Management LLC | 0.17% | Reduce -13.4% | 28,544 | $5.1M |
| Councilor Wealth, LLC | 2.06% | Reduce -6.4% | 28,440 | $5.1M |
| LTG Capital LLC | 3.39% | Reduce -2.0% | 28,348 | $5.1M |
| NewEdge Advisors, LLC | 0.01% | No change | 28,261 | $5.0M |
| Greenleaf Trust | 0.05% | Reduce -0.4% | 28,248 | $5.0M |
| Mesirow Financial Investment Management, Inc. | 0.08% | Add +3.8% | 27,766 | $5.0M |
| Stone Wealth Partners | 3.52% | Add +2.6% | 26,920 | $4.8M |
| First Horizon Corp. | 0.18% | Add +7.9% | 26,440 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -11.9% | 25,824 | $4.6M |
| Crestwood Advisors Group, LLC | 0.07% | Add +2.3% | 25,392 | $4.5M |
| 1834 Investment Advisors Co. | 0.49% | Reduce -1.1% | 24,159 | $4.3M |
| Savant Capital, LLC | 0.01% | Add +18.6% | 23,936 | $4.3M |
| D.A. Davidson & Co. | 0.02% | Add +220.0% | 23,856 | $4.3M |
| Associated Banc-Corp | 0.10% | Add +5.7% | 22,949 | $4.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +12.9% | 22,903 | $4.1M |
| Baring Financial LLC | 2.25% | Reduce -1.2% | 22,826 | $4.1M |
| Pacific Sun Financial Corp | 1.66% | Reduce -1.6% | 22,596 | $4.0M |
| Stevens Capital Partners | 0.74% | Reduce -1.2% | 21,918 | $3.9M |
| M1 Capital Management LLC | 1.44% | Reduce -4.8% | 21,904 | $3.9M |
| BKM Wealth Management, LLC | 1.36% | Reduce -7.2% | 21,580 | $3.9M |
| Victory Financial Group, LLC | 0.40% | Add +0.5% | 21,518 | $3.8M |
| Tobias Financial Advisors, Inc. | 0.48% | Reduce -0.6% | 21,232 | $3.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -28.6% | 20,979 | $3.7M |
| Courier Capital LLC | 0.18% | Add +0.4% | 20,524 | $3.7M |
| Bluespring Wealth Management, LLC | 0.07% | New | 20,280 | $3.6M |
| John A. Wolfe & Associates, Inc. | 4.86% | Reduce -2.6% | 19,744 | $3.5M |
| Quotient Wealth Partners, LLC | 0.08% | Reduce -0.0% | 19,199 | $3.4M |
| Broadview Financial Management, LLC | 2.06% | Reduce -1.0% | 18,931 | $3.4M |
| Asset Dedication, LLC | 0.21% | Add +0.7% | 18,870 | $3.4M |
| Cypress Capital Management LLC (WY) | 2.85% | Reduce -0.4% | 18,843 | $3.4M |
| MSH Capital Advisors LLC | 0.58% | Add +1.9% | 18,728 | $3.3M |
| Fortress Financial Group, LLC | 1.64% | Reduce -65.4% | 18,356 | $3.3M |
| Jane Street Group, LLC | 0.00% | Add +680.2% | 18,014 | $3.2M |
| Soltis Investment Advisors LLC | 0.18% | Reduce -1.1% | 17,475 | $3.1M |
| Droms Strauss Advisors Inc. /Mo/ | 0.70% | Reduce -2.2% | 17,350 | $3.1M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.1% | 17,007 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 16,946 | $3.0M |
| Quantinno Capital Management LP | 0.00% | Add +62.9% | 16,890 | $3.0M |
| Lee, Kelleher & Klein Wealth Management | 1.57% | Add +1.5% | 16,847 | $3.0M |
| Connecticut Wealth Management, LLC | 0.11% | Reduce -1.2% | 16,818 | $3.0M |
| Serenity Investment Advisors | 1.28% | Add +5.4% | 17,364 | $3.0M |
| Harbor Advisory Corp. | 0.80% | No change | 16,685 | $3.0M |
| InvesTrust | 1.15% | Reduce -1.8% | 16,669 | $3.0M |
| Trail Ridge Investment Advisors, LLC | 1.25% | Reduce -22.2% | 16,632 | $3.0M |
| NorthRock Partners, LLC | 0.04% | Reduce -8.3% | 16,329 | $2.9M |
| Pathway Financial Advisors LLC | 0.33% | Reduce -1.8% | 16,037 | $2.8M |
| Ullmann Wealth Partners Group, LLC | 0.26% | Add +7.1% | 15,737 | $2.8M |
| Dominguez Wealth Management Solutions, Inc. | 1.55% | Add +0.9% | 15,727 | $2.8M |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.37% | Add +3.9% | 15,679 | $2.8M |
| Diversified Management Inc. | 0.60% | Add +40.4% | 15,612 | $2.8M |
| MidFirst Bank | 0.20% | Reduce -1.0% | 15,594 | $2.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.4% | 15,589 | $2.8M |
| Global Retirement Partners, LLC | 0.04% | — | 15,374 | $2.7M |
| Parallel Advisors, LLC | 0.04% | Reduce -0.7% | 15,366 | $2.7M |
| Tiemann Investment Advisors, LLC | 0.97% | Reduce -0.4% | 14,973 | $2.7M |
| Capital Squared Financial LLC | 1.70% | Reduce -0.8% | 14,560 | $2.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +16.4% | 14,383 | $2.6M |
| Citigroup Inc. | 0.00% | Add +0.2% | 14,208 | $2.5M |
| Sonata Capital Group Inc. | 0.81% | Add +1.7% | 14,129 | $2.5M |
| Columbia Bank | 0.54% | Reduce -4.2% | 13,587 | $2.4M |
| Advisory Services Network, LLC | 0.03% | Add +1.8% | 13,359 | $2.4M |
| Blair William & Co. | 0.01% | Add +4.0% | 13,154 | $2.3M |
| American Financial & Tax Strategies Inc. | 1.06% | Reduce -4.1% | 13,128 | $2.3M |
| Thomasville National Bank | 0.13% | — | 13,096 | $2.3M |
| City Holding Co. | 0.26% | Reduce -5.1% | 13,035 | $2.3M |
| One Capital Management, LLC | 0.06% | No change | 15,996 | $2.3M |
| Mather Group, Llc. | 0.02% | Add +9.1% | 12,907 | $2.3M |
| Becker Capital Management Inc. | 0.06% | No change | 12,801 | $2.3M |
| World Investment Advisors | 0.04% | Reduce -14.1% | 15,581 | $2.3M |
| White Lighthouse Investment Management Inc. | 0.28% | Reduce -2.5% | 12,559 | $2.2M |
| Regal Investment Advisors LLC | 0.11% | Add +1.5% | 12,328 | $2.2M |
| First Merchants Corp. | 0.08% | Reduce -3.1% | 12,317 | $2.2M |
| Capital Square, LLC | 0.94% | Add +12.1% | 12,272 | $2.1M |
| Greenup Street Wealth Management LLC | 0.26% | Reduce -40.8% | 11,958 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.5% | 11,889 | $2.1M |
| Novak & Powell Financial Services, Inc. | 1.00% | Add +0.0% | 11,852 | $2.1M |
| TD Private Client Wealth LLC | 0.04% | Reduce -20.0% | 11,697 | $2.1M |
| Sovereign Investment Advisors, LLC | 0.39% | Add +0.1% | 11,684 | $2.1M |
| Oarsman Capital, Inc. | 0.22% | Reduce -0.7% | 11,653 | $2.1M |
| AQR Capital Management | 0.00% | Add +12.3% | 11,537 | $2.1M |
| Newton One Investments LLC | 0.52% | Reduce -1.1% | 11,485 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -0.3% | 11,410 | $2.0M |
| Ironwood Financial, llc | 0.32% | Reduce -1.1% | 11,804 | $2.0M |
| Transcendent Capital Group LLC | 0.79% | Add +34.5% | 11,353 | $2.0M |
| BlackRock, Inc. | 0.00% | Add +28.8% | 11,176 | $2.0M |
| Ballentine Partners, LLC | 0.02% | Reduce -6.5% | 11,116 | $2.0M |
| Moors & Cabot, Inc. | 0.08% | Add +0.5% | 11,020 | $2.0M |
| Cranbrook Wealth Management, LLC | 0.36% | Reduce -3.9% | 10,901 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.5% | 13,259 | $1.9M |
| Whittier Trust Co. | 0.02% | Add +9.4% | 10,774 | $1.9M |
| Wesbanco Bank Inc. | 0.05% | Add +0.0% | 10,631 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -0.6% | 10,614 | $1.9M |
| LGL Partners, LLC | 0.69% | Add +0.1% | 10,608 | $1.9M |
| Crusonia Wealth Advisors LLC | 0.30% | No change | 10,311 | $1.8M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -1.5% | 10,303 | $1.8M |
| Waverly Advisors, LLC | 0.01% | Add +13.2% | 10,258 | $1.8M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 10,230 | $1.8M |
| First Hawaiian Bank | 0.23% | Reduce -3.1% | 10,174 | $1.8M |
| Ritter Daniher Financial Advisory LLC / DE | 0.28% | Reduce -3.2% | 10,132 | $1.8M |
| Three Seasons Wealth, LLC | 0.16% | New | 10,129 | $1.8M |
| Mission Wealth Management, LP | 0.02% | Add +20.8% | 10,092 | $1.8M |
| Beaumont Asset Management, L.L.C. | 0.69% | Reduce -0.7% | 9,944 | $1.8M |
| NBT Bank, N.A. | 0.12% | Reduce -79.1% | 9,733 | $1.7M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -8.8% | 9,690 | $1.7M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +0.0% | 9,845 | $1.7M |
| Mutual Advisors, LLC | 0.03% | Add +12.6% | 9,469 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -6.3% | 9,442 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -6.2% | 9,311 | $1.7M |
| PSI Advisors, LLC | 0.39% | Reduce -18.4% | 9,279 | $1.7M |
| Keystone Financial Group | 0.10% | New | 9,159 | $1.6M |
| Parkside Financial Bank & Trust | 0.11% | Reduce -1.4% | 9,059 | $1.6M |
| Pacific Financial Group Inc. | 0.78% | Reduce -13.6% | 9,057 | $1.6M |
| Willner & Heller, LLC | 1.00% | Add +0.2% | 8,982 | $1.6M |
| EFG International AG | 0.03% | Add +30.4% | 8,860 | $1.6M |
| Midwest Trust Co | 0.02% | Add +1.1% | 8,745 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Add +7.1% | 8,700 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.75% | Reduce -26.4% | 8,679 | $1.6M |
| IHT Wealth Management, LLC | 0.03% | Reduce -12.4% | 8,680 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -0.4% | 8,635 | $1.5M |
| Joel Isaacson & Co., LLC | 0.04% | Add +29.9% | 8,506 | $1.5M |
| Financial Alternatives, Inc | 0.74% | No change | 8,407 | $1.5M |
| Commerce Bank | 0.01% | Reduce -0.7% | 8,349 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.1% | 8,340 | $1.5M |
| Brookstone Capital Management | 0.01% | Reduce -6.6% | 8,293 | $1.5M |
| Bragg Financial Advisors, Inc | 0.04% | Reduce -0.3% | 8,283 | $1.5M |
| Vicus Capital | 0.09% | Reduce -13.5% | 8,222 | $1.5M |
| Ruggaard & Associates LLC | 0.53% | No change | 8,212 | $1.5M |
| Peregrine Asset Advisers, Inc. | 0.31% | Reduce -0.5% | 8,099 | $1.4M |
| Patten Group, Inc. | 0.22% | Add +6.0% | 7,972 | $1.4M |
| Citadel Advisors | 0.00% | New | 7,898 | $1.4M |
| Rwa Wealth Partners, LLC | 0.01% | Add +44.7% | 7,802 | $1.4M |
| Royal Fund Management, LLC | 0.11% | Add +10.1% | 7,691 | $1.4M |
| Rosenblum Silverman Sutton S F Inc. | 0.33% | Reduce -5.8% | 7,653 | $1.4M |
| Hutchinson Capital Management | 0.23% | No change | 7,465 | $1.3M |
| Hurley Capital, LLC | 0.69% | Reduce -0.1% | 7,411 | $1.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +1.5% | 7,300 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -0.9% | 7,256 | $1.3M |
| Acropolis Investment Management, LLC | 0.05% | Reduce -3.0% | 7,208 | $1.3M |
| Founders Grove Wealth Partners, LLC | 0.26% | Reduce -3.9% | 7,180 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.9% | 7,144 | $1.3M |
| Stephens Inc. | 0.01% | Add +0.0% | 7,035 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Add +7.8% | 6,966 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.39% | Reduce -4.3% | 6,959 | $1.2M |
| Citizens Financial Group Inc. | 0.01% | Add +27.9% | 6,955 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +36.2% | 6,954 | $1.2M |
| Key Financial Inc | 0.20% | No change | 6,896 | $1.2M |
| Sequent Asset Management, LLC | 0.52% | Add +31.0% | 6,877 | $1.2M |
| Essex Financial Services, Inc. | 0.06% | Reduce -0.6% | 6,864 | $1.2M |
| Quadcap Wealth Management, LLC | 0.12% | Reduce -9.8% | 6,853 | $1.2M |
| VestGen Advisors, LLC | 0.04% | Reduce -2.5% | 6,831 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +1241.8% | 6,830 | $1.2M |
| Daymark Wealth Partners, LLC | 0.03% | Add +0.1% | 6,804 | $1.2M |
| Clearstead Advisors, LLC | 0.01% | Reduce -4.0% | 6,738 | $1.2M |
| JNBA Financial Advisors | 0.09% | Reduce -6.6% | 6,643 | $1.2M |
| MCF Advisors LLC | 0.04% | Add +0.0% | 6,635 | $1.2M |
| IFP Advisors, Inc | 0.02% | Add +0.8% | 6,589 | $1.2M |
| PKS Advisory Services, LLC | 0.19% | Add +17.6% | 6,513 | $1.2M |
| Kingsview Wealth Management, LLC | 0.01% | Add +19.2% | 6,511 | $1.2M |
| Signature Equity Partners, LLC | 0.53% | Add +4.6% | 6,489 | $1.2M |
| Strategic Wealth Investment Group, LLC | 0.14% | New | 6,404 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -17.5% | 6,371 | $1.1M |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 6,350 | $1.1M |
| Principal Securities, Inc. | 0.01% | Add +6.3% | 6,181 | $1.1M |
| Harbor Investment Advisory, LLC | 0.08% | Reduce -5.0% | 6,172 | $1.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.25% | Add +5.4% | 6,091 | $1.1M |
| Fortitude Family Office, LLC | 0.21% | No change | 6,088 | $1.1M |
| Finley Financial, LLC | 0.44% | No change | 6,055 | $1.1M |
| Prospect Financial Services LLC | 0.55% | Add +0.4% | 6,053 | $1.1M |
| Financial Management Network Inc. | 0.15% | Add +0.5% | 6,244 | $1.1M |
| Fifth Third Securities, Inc. | 0.06% | Reduce -24.4% | 5,883 | $1.1M |
| Guerra Pan Advisors, LLC | 0.58% | No change | 5,814 | $1.0M |
| Legacy Trust | 0.18% | Reduce -1.6% | 5,690 | $1.0M |
| Kendall Capital Management | 0.17% | No change | 5,690 | $1.0M |
| Christensen, King & Associates Investment Services, Inc. | 0.40% | No change | 5,659 | $1.0M |
| Aspiriant, LLC | 0.02% | No change | 5,653 | $1.0M |
| Cannon Financial Strategists, Inc. | 0.11% | New | 5,629 | $1.0M |
| NorthAvenue LLC | 0.72% | Add +2.7% | 5,621 | $1.0M |
| Money Concepts Capital Corp. | 0.05% | Add +0.2% | 5,590 | $998K |
| Private Advisory Group LLC | 0.05% | Reduce -3.8% | 5,440 | $972K |
| Richards, Merrill & Peterson, Inc. | 0.30% | Reduce -2.5% | 5,330 | $952K |
| Claro Advisors Inc. | 0.10% | New | 5,327 | $951K |
| Essex Bank | 0.20% | New | 5,240 | $936K |
| Signature Wealth Management Partners, LLC | 0.44% | No change | 5,232 | $934K |
| Apollon Wealth Management, LLC | 0.01% | Add +10.3% | 5,198 | $928K |
| Principle Wealth Partners LLC | 0.05% | Reduce -0.6% | 5,178 | $925K |
| TAGStone Capital, Inc. | 0.29% | Reduce -1.7% | 5,132 | $917K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.5% | 5,122 | $915K |
| Verity Asset Management, Inc. | 0.34% | Add +16.8% | 5,043 | $901K |
| Allen Investment Management, LLC | 0.01% | No change | 5,000 | $893K |
| DAVENPORT & Co LLC | 0.00% | No change | 4,999 | $893K |
| Trilogy Capital Inc. | 0.03% | New | 4,994 | $892K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -0.3% | 4,977 | $889K |
| VAUGHAN & Co SECURITIES, INC. | 0.41% | No change | 4,940 | $882K |
| FC Advisory LLC | 0.23% | Reduce -1.5% | 4,930 | $880K |
| Lee Financial Co | 0.11% | Reduce -25.7% | 4,925 | $880K |
| GTS Securities LLC | 0.02% | Add +3.1% | 4,917 | $878K |
| Choreo, LLC | 0.01% | Reduce -6.4% | 4,878 | $871K |
| Main Street Financial Solutions, LLC | 0.06% | No change | 4,860 | $868K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.0% | 4,802 | $858K |
| Montecito Bank & Trust | 0.13% | Reduce -12.5% | 4,779 | $854K |
| Awm Capital, LLC | 0.07% | No change | 4,718 | $843K |
| Operose Advisors LLC | 0.16% | No change | 4,707 | $841K |
| Ellis Investment Partners, LLC | 0.13% | Reduce -6.6% | 4,638 | $828K |
| Gerald Baker Financial Group LLC | 0.24% | Add +1.8% | 4,636 | $828K |
| Performance Wealth Partners, LLC | 0.02% | No change | 4,622 | $825K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.7% | 4,595 | $821K |
| Nwam LLC | 0.04% | Add +1.8% | 4,586 | $819K |
| Keenan, LLC | 0.57% | Reduce -19.2% | 4,541 | $811K |
| Axis Wealth Partners, LLC | 0.39% | Add +0.9% | 4,528 | $809K |
| Saxon Interests, Inc. | 0.22% | Reduce -1.3% | 4,503 | $804K |
| Simmons Bank | 0.05% | Add +6.3% | 4,488 | $802K |
| Hickory Point Bank & Trust | 0.48% | No change | 4,464 | $797K |
| Front Row Advisors LLC | 0.23% | Reduce -3.9% | 4,490 | $792K |
| Tannin Capital LLC | 0.52% | Reduce -8.2% | 4,430 | $791K |
| XTX Topco Ltd | 0.01% | New | 4,426 | $790K |
| Callan Family Office, LLC | 0.02% | No change | 4,414 | $788K |
| Allstreet Capital Advisors LLC | 0.51% | No change | 4,374 | $781K |
| Shoker Investment Counsel, Inc. | 0.20% | No change | 4,366 | $780K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -0.4% | 4,352 | $777K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 4,339 | $775K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +51.1% | 4,306 | $769K |
| Destiny Capital Corp | 0.36% | Reduce -19.0% | 4,301 | $768K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -1.6% | 4,292 | $767K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.0% | 4,259 | $761K |
| Pension & Wealth Management Advisors, Inc. | 0.20% | Reduce -2.0% | 4,200 | $750K |
| First Trust Advisors LP | 0.00% | Add +7.7% | 4,147 | $741K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.1% | 4,101 | $732K |
| Creative Financial Designs Inc. | 0.03% | Add +10147.5% | 4,099 | $732K |
| Forbes Financial Planning, Inc. | 0.39% | No change | 4,080 | $729K |
| Krilogy Financial LLC | 0.02% | Add +2.6% | 4,044 | $722K |
| Ieq Capital, LLC | 0.00% | No change | 4,025 | $719K |
| IFG Advisory, LLC | 0.02% | New | 3,967 | $708K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +6.6% | 3,953 | $706K |
| Fulton Bank, N.A. | 0.02% | No change | 3,952 | $706K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.2% | 3,933 | $702K |
| Carl P. Sherr & Co., LLC | 0.29% | No change | 3,929 | $702K |
| Godfrey Financial Associates, Inc. | 0.53% | Reduce -1.0% | 3,911 | $699K |
| Sprinkle Financial Consultants LLC | 0.27% | Add +0.1% | 3,888 | $695K |
| Meridian Financial Advisors, LLC | 0.33% | Reduce -3.0% | 3,877 | $692K |
| Capital Analysts, LLC | 0.02% | Reduce -2.3% | 3,863 | $690K |
| Vickerman Investment Advisors, Inc. | 0.13% | Reduce -1.1% | 3,848 | $687K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -5.4% | 3,848 | $687K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 3,837 | $685K |
| Huntington National Bank | 0.00% | No change | 3,811 | $681K |
| Paragon Private Wealth Management, LLC | 0.18% | No change | 3,799 | $679K |
| Geneos Wealth Management Inc. | 0.01% | Add +28.2% | 3,795 | $678K |
| Hazlett, Burt & Watson, Inc. | 0.18% | Add +10.0% | 3,723 | $665K |
| Hyundai Investments Co., Ltd. | 0.71% | Reduce -49.2% | 3,700 | $654K |
| One Day In July LLC | 0.05% | Add +2.4% | 3,659 | $654K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.4% | 3,627 | $648K |
| Z3 Capital Partners, LLC | 0.14% | Reduce -9.0% | 3,626 | $648K |
| Bangor Savings Bank | 0.05% | No change | 3,613 | $645K |
| jvl associates llc | 0.18% | Add +10.6% | 3,605 | $644K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -59.0% | 3,559 | $636K |
| Two Sigma Securities, LLC | 0.05% | New | 3,550 | $634K |
| Roble, Belko & Company, Inc | 0.07% | No change | 3,530 | $630K |
| Everstar Asset Management, LLC | 0.30% | No change | 3,525 | $630K |
| Wellspring Financial Advisors, LLC | 0.04% | Reduce -12.6% | 3,510 | $627K |
| Pitcairn Wealth Advisors LLC | 0.07% | No change | 3,500 | $625K |
| TCTC Holdings, LLC | 0.02% | No change | 3,500 | $625K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 3,492 | $624K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.7% | 3,466 | $619K |
| Bedel Financial Consulting, Inc. | 0.06% | No change | 3,446 | $615K |
| Wiregrass Investment Management LLC | 0.41% | Reduce -2.0% | 3,395 | $606K |
| Ameritas Advisory Services, LLC | 0.01% | Add +40.9% | 3,392 | $606K |
| Bridges Investment Management Inc. | 0.01% | Reduce -1.2% | 3,340 | $596K |
| Nixon Peabody Trust Co. | 0.04% | Add +2.4% | 3,324 | $594K |
| Trueblood Wealth Management, LLC | 0.21% | Add +0.1% | 3,316 | $592K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 3,314 | $592K |
| Vise Technologies, Inc. | 0.01% | Add +73.3% | 3,271 | $584K |
| Calamos Wealth Management LLC | 0.02% | New | 3,266 | $583K |
| Investmark Advisory Group LLC | 0.22% | Reduce -0.5% | 3,255 | $581K |
| Glen Eagle Advisors, LLC | 0.07% | Reduce -1.8% | 3,254 | $581K |
| TritonPoint Partners, LLC | 0.05% | New | 3,232 | $577K |
| Decker Wealth Management LLC | 0.12% | No change | 3,221 | $575K |
| Allium Financial Advisors, LLC | 0.37% | No change | 3,189 | $570K |
| Wedmont Private Capital | 0.02% | No change | 3,190 | $556K |
| Old National Bancorp | 0.01% | Add +36.8% | 3,102 | $554K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -60.8% | 3,097 | $553K |
| TBH Global Asset Management, LLC | 0.10% | No change | 3,084 | $551K |
| Atlantic Edge Private Wealth Management, LLC | 0.11% | No change | 3,077 | $550K |
| First Western Trust Bank | 0.03% | Reduce -2.9% | 3,042 | $543K |
| Inspirion Wealth Advisors, LLC | 0.06% | No change | 3,058 | $542K |
| Neuberger Berman Group LLC | 0.00% | No change | 2,983 | $533K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -16.3% | 2,969 | $530K |
| Tenet Wealth Partners, LLC | 0.39% | — | 3,066 | $529K |
| Dearborn Partners LLC | 0.03% | Add +8.1% | 3,563 | $528K |
| Breakwater Capital Group | 0.06% | Reduce -0.4% | 2,958 | $528K |
| WealthPlan Investment Management, LLC | 0.03% | No change | 2,948 | $527K |
| Bison Wealth, LLC | 0.05% | No change | 2,969 | $525K |
| Pure Financial Advisors, LLC | 0.01% | Add +12.8% | 2,915 | $521K |
| Meramec Financial Planners, LLC | 0.19% | Reduce -12.1% | 3,008 | $519K |
| Private Trust Co. NA | 0.04% | Reduce -1.6% | 2,900 | $518K |
| Summit Financial, LLC | 0.01% | Reduce -16.5% | 2,843 | $508K |
| Jacobs Equity LLC | 0.35% | No change | 2,839 | $507K |
| Liberty Capital Management, Inc. | 0.09% | — | 2,836 | $507K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -6.3% | 2,836 | $506K |
| Tred Avon Family Wealth, LLC | 0.15% | Reduce -9.3% | 2,827 | $505K |
| KPP Advisory Services LLC | 0.06% | Add +0.0% | 2,818 | $503K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +6.7% | 2,808 | $502K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +5.6% | 2,806 | $501K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -4.3% | 2,799 | $500K |
| Park Place Capital Corp | 0.08% | Reduce -15.2% | 2,789 | $498K |
| Atria Investments, Inc | 0.01% | Reduce -5.7% | 2,777 | $496K |
| Blackston Financial Advisory Group, LLC | 0.28% | Reduce -1.2% | 2,772 | $495K |
| Laurel Oak Wealth Management, LLC | 0.07% | Add +3.8% | 2,769 | $495K |
| Cambridge Financial Group, LLC | 0.15% | Add +10.8% | 2,745 | $490K |
| Conning Inc. | 0.02% | No change | 2,707 | $483K |
| Independent Financial Group, LLC | 0.01% | Add +1.0% | 2,703 | $483K |
| Grove Bank & Trust | 0.05% | No change | 2,691 | $481K |
| Stonebridge Financial Group, LLC / MO | 0.32% | No change | 2,685 | $480K |
| All Terrain Financial Advisors, LLC | 0.10% | Reduce -0.3% | 2,669 | $477K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,669 | $477K |
| Waterloo Capital, L.P. | 0.03% | New | 2,664 | $476K |
| Argent Trust Co | 0.01% | No change | 2,657 | $475K |
| Roberts Financial Services LLC | 0.14% | Reduce -3.6% | 2,652 | $474K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 2,602 | $465K |
| Park Edge Advisors, LLC | 0.10% | No change | 2,600 | $464K |
| First Financial Bank - Trust Division | 0.03% | Add +40.5% | 2,591 | $463K |
| Atlas Brown,Inc. | 0.12% | Reduce -0.1% | 2,585 | $462K |
| Compass Ion Advisors, LLC | 0.04% | Add +0.1% | 2,574 | $460K |
| Sensible Money, LLC | 0.12% | Add +0.8% | 2,537 | $453K |
| Composition Wealth, LLC | 0.01% | Add +30.0% | 2,523 | $451K |
| Renasant Bank | 0.29% | Reduce -16.7% | 2,500 | $447K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,557 | $441K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -10.6% | 2,557 | $441K |
| Rothschild Investment LLC | 0.02% | No change | 2,471 | $441K |
| Betterment LLC | 0.00% | Add +10.5% | 2,459 | $439K |
| NTV Asset Management LLC | 0.04% | No change | 2,456 | $439K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.05% | Add +2.5% | 2,455 | $438K |
| Harbour Investments, Inc. | 0.01% | Add +0.6% | 2,447 | $437K |
| 21 West Wealth Management LLC | 0.37% | No change | 2,432 | $434K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +15.0% | 2,420 | $432K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -7.9% | 2,413 | $431K |
| Central Bank & Trust Co. | 0.06% | No change | 2,382 | $425K |
| Vanguard National Trust Co | 0.02% | Reduce -4.4% | 2,371 | $423K |
| National Bank of Canada | 0.00% | Add +0.6% | 2,363 | $422K |
| Total Clarity Wealth Management, Inc. | 0.08% | Add +50.5% | 2,356 | $421K |
| Bestgate Wealth Advisors, LLC | 0.67% | Reduce -10.7% | 2,353 | $420K |
| YHB Investment Advisors, Inc. | 0.03% | No change | 2,346 | $419K |
| Capital Investment Advisors, LLC | 0.01% | No change | 2,343 | $419K |
| Spirepoint Private Client, LLC | 0.03% | No change | 2,336 | $417K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 2,330 | $416K |
| Advisory Alpha, LLC | 0.01% | No change | 2,305 | $412K |
| Ackerman Capital Advisors, LLC | 0.08% | No change | 2,300 | $411K |
| LaFleur & Godfrey LLC | 0.05% | No change | 2,300 | $411K |
| Procyon Advisors, LLC | 0.02% | No change | 2,288 | $409K |
| Heritage Wealth Advisors | 0.01% | No change | 2,288 | $409K |
| GC Wealth Management RIA, LLC | 0.02% | Add +7.5% | 2,254 | $403K |
| Clarity Asset Management, Inc. | 0.20% | Add +0.2% | 2,248 | $401K |
| Warner Financial, Inc. | 0.12% | Add +0.0% | 2,247 | $401K |
| Prosperity Planning, Inc. | 0.13% | Reduce -3.5% | 2,238 | $400K |
| Essential Planning, LLC. | 0.11% | Reduce -8.1% | 2,229 | $398K |
| Summit Financial Strategies, Inc. | 0.03% | No change | 2,224 | $397K |
| Verdence Capital Advisors LLC | 0.02% | New | 2,222 | $397K |
| Cedarwood Wealth LLC | 0.30% | No change | 2,221 | $397K |
| Rainey & Randall Wealth Advisors Inc. | 0.06% | Reduce -2.2% | 2,215 | $396K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -21.4% | 2,210 | $395K |
| Pioneer Trust Bank N A | 0.09% | No change | 2,200 | $393K |
| Sterling Investment Counsel, LLC | 0.09% | Reduce -0.7% | 2,196 | $392K |
| Goodwin Investment Advisory | 0.79% | No change | 2,189 | $391K |
| Trust Co. of Vermont | 0.01% | — | 2,168 | $387K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,155 | $385K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 2,150 | $384K |
| Chokshi & Queen Wealth Advisors, Inc | 0.18% | Reduce -1.5% | 2,136 | $381K |
| CRA Financial Services, LLC | 0.04% | No change | 2,100 | $375K |
| Essex LLC | 0.06% | Reduce -4.6% | 2,080 | $371K |
| Amplius Wealth Advisors, LLC | 0.03% | New | 2,066 | $369K |
| Evergreen Private Wealth LLC | 0.14% | Reduce -6.0% | 2,062 | $368K |
| WealthTrust Axiom LLC | 0.08% | Reduce -10.9% | 2,035 | $363K |
| Armstrong, Fleming & Moore, Inc | 0.12% | No change | 2,033 | $363K |
| Equity Wealth Partners, LLC | 0.13% | Reduce -0.3% | 2,031 | $363K |
| GWN Securities Inc. | 0.06% | Add +1.0% | 2,022 | $361K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.8% | 2,022 | $361K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,009 | $359K |
| Manchester Capital Management LLC | 0.05% | No change | 2,000 | $357K |
| Apollon Financial, LLC | 0.04% | No change | 2,000 | $357K |
| Marin Bay Wealth Advisors, LLC | 0.19% | Reduce -0.1% | 1,966 | $351K |
| Compton Wealth Advisory Group, LLC | 0.07% | Reduce -13.3% | 1,955 | $347K |
| Fortis Capital Management LLC | 0.04% | No change | 1,939 | $346K |
| Florida Trust Wealth Management Co | 0.01% | Add +10.2% | 1,920 | $343K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,911 | $341K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -5.3% | 1,911 | $341K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.1% | 1,907 | $341K |
| RFG Advisory, LLC | 0.01% | New | 1,906 | $340K |
| Integrated Advisors Network LLC | 0.02% | Add +17.8% | 1,892 | $338K |
| Financial Solutions Advisory Group, Inc. | 0.04% | Reduce -3.0% | 1,931 | $338K |
| Northern Lights Advisors, Inc. | 0.18% | Reduce -8.9% | 1,876 | $335K |
| Confluence Wealth Services, Inc. | 0.01% | Add +18.9% | 1,866 | $333K |
| Sentinel Advisory Group, LLC | 0.14% | Reduce -0.5% | 1,861 | $332K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,860 | $332K |
| Bensler, LLC | 0.03% | No change | 1,852 | $331K |
| Optimist Retirement Group LLC | 0.13% | Add +0.2% | 1,849 | $330K |
| Intrua Financial, LLC | 0.03% | Add +3.3% | 1,845 | $330K |
| Gen-Wealth Partners Inc | 0.09% | No change | 1,833 | $327K |
| Paragon Capital Management Ltd | 0.06% | Reduce -2.7% | 1,831 | $327K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.1% | 1,825 | $326K |
| Vawter Financial, Ltd. | 0.12% | No change | 1,824 | $326K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -0.6% | 1,814 | $324K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.6% | 1,799 | $321K |
| Avior Wealth Management, LLC | 0.01% | Reduce -12.1% | 1,798 | $321K |
| CFS Investment Advisory Services, LLC | 0.02% | No change | 1,823 | $321K |
| Valley National Advisers Inc. | 0.04% | No change | 1,780 | $318K |
| Net Worth Advisory Group | 0.08% | Reduce -87.5% | 1,775 | $317K |
| Motco | 0.03% | No change | 1,767 | $316K |
| Vann Equity Management LLC | 0.19% | Reduce -11.1% | 1,767 | $316K |
| PFG Private Wealth Management, LLC | 0.14% | No change | 1,766 | $315K |
| Oak Wealth Advisors LLC | 0.15% | No change | 1,750 | $313K |
| Alteri Wealth LLC | 0.09% | No change | 1,750 | $313K |
| Focused Alpha, LLC | 0.08% | Reduce -0.1% | 1,743 | $311K |
| Capital Investment Counsel, LLC | 0.04% | No change | 1,728 | $309K |
| Sage Financial Management Group, Inc. | 0.08% | Reduce -4.3% | 1,709 | $305K |
| Brighton Jones LLC | 0.01% | Add +2.5% | 1,709 | $305K |
| Modern Wealth Management, LLC | 0.00% | New | 1,678 | $300K |
| Bar Harbor Wealth Management | 0.02% | No change | 1,677 | $300K |
| Eagle Strategies LLC | 0.03% | Reduce -1.3% | 1,671 | $299K |
| QRG Capital Management, Inc. | 0.00% | New | 1,669 | $298K |
| Independent Advisor Alliance | 0.01% | Reduce -88.4% | 1,666 | $298K |
| Curi Capital, LLC | 0.00% | Add +1.0% | 1,659 | $296K |
| Beaton Management Co. Inc. | 0.12% | No change | 1,640 | $293K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -17.7% | 1,640 | $293K |
| Burling Wealth Partners, LLC | 0.04% | No change | 1,636 | $292K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,600 | $286K |
| Tulsa Wealth Advisors, INC | 0.04% | No change | 1,601 | $286K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,600 | $286K |
| Balboa Wealth Partners | 0.04% | Reduce -4.5% | 1,584 | $283K |
| Financial Life Planners | 0.18% | Add +6.1% | 1,583 | $283K |
| Flagstar Securities, Inc. | 0.09% | Add +1.2% | 1,582 | $283K |
| Synergy Asset Management, LLC | 0.03% | No change | 1,571 | $281K |
| Twelve Points Wealth Management LLC | 0.06% | Reduce -1.8% | 1,561 | $279K |
| Astra Wealth Partners LLC | 0.15% | No change | 1,540 | $275K |
| PFG Investments, LLC | 0.01% | Add +0.1% | 1,535 | $274K |
| Decision Investments, Inc. | 0.25% | No change | 1,526 | $273K |
| First Heartland Consultants, Inc. | 0.02% | Add +2.4% | 1,514 | $270K |
| IFG Advisors, LLC | 0.04% | Add +0.1% | 1,509 | $270K |
| Tranquility Partners, LLC | 0.09% | No change | 1,506 | $269K |
| Hoxton Planning & Management, LLC | 0.07% | Reduce -0.1% | 1,504 | $269K |
| Cutler Investment Counsel LLC | 0.03% | New | 1,499 | $268K |
| Garde Capital, Inc. | 0.01% | No change | 1,477 | $264K |
| Cooper/Haims Advisors, LLC | 0.11% | No change | 1,472 | $263K |
| SouthState Bank Corp | 0.01% | No change | 1,469 | $262K |
| Ascent Group, LLC | 0.01% | No change | 1,457 | $260K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Add +0.1% | 1,457 | $260K |
| Breachway Investments LLC | 0.39% | Add +3.2% | 1,455 | $260K |
| Earned Wealth Advisors, LLC | 0.02% | New | 1,453 | $260K |
| Ritholtz Wealth Management | 0.00% | Reduce -13.8% | 1,452 | $259K |
| NewEdge Wealth, LLC | 0.00% | Reduce -7.0% | 1,451 | $259K |
| Freedom Day Solutions, LLC | 0.06% | New | 1,446 | $258K |
| Security Financial Services, INC. | 0.04% | No change | 1,440 | $257K |
| Noble Family Wealth, LLC | 0.05% | No change | 1,432 | $256K |
| WJ Financial Advisors LLC | 0.19% | Reduce -3.3% | 1,420 | $254K |
| Redwood Investment Management, LLC | 0.03% | New | 1,418 | $253K |
| D.B. Root & Company, LLC | 0.05% | No change | 1,412 | $252K |
| Mosaic Family Wealth Partners, LLC | 0.02% | No change | 1,408 | $252K |
| HFG Advisors, Inc. | 0.16% | No change | 1,405 | $251K |
| First Wilshire Securities Management Inc. | 0.05% | No change | 1,400 | $250K |
| Terril Brothers, Inc. | 0.06% | No change | 1,398 | $250K |
| Hancock Whitney Corp. | 0.00% | Reduce -68.8% | 1,398 | $250K |
| AE Wealth Management LLC | 0.00% | Add +5.5% | 1,398 | $250K |
| Allodium Investment Consultants, LLC | 0.10% | New | 1,379 | $246K |
| Eagle Bay Advisors LLC | 0.18% | Reduce -3.9% | 1,367 | $244K |
| Silverlake Wealth Management LLC | 0.05% | Reduce -4.7% | 1,342 | $240K |
| First Long Island Investors, LLC | 0.02% | New | 1,340 | $239K |
| Interactive Financial Advisors, Inc. | 0.14% | New | 1,327 | $237K |
| Kentucky Trust Co | 0.11% | No change | 1,325 | $237K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,322 | $236K |
| Fee-Only Financial Planning, L.C. | 0.13% | New | 1,320 | $236K |
| Cahaba Wealth Management, Inc. | 0.01% | New | 1,316 | $235K |
| Anchor Capital Advisors LLC | 0.01% | New | 1,313 | $235K |
| Sapient Capital LLC | 0.00% | New | 1,312 | $234K |
| Equitable Trust Co. | 0.01% | New | 1,310 | $234K |
| Larson Financial Group LLC | 0.01% | Add +8.4% | 1,305 | $233K |
| D. E. Shaw & Co. | 0.00% | New | 1,300 | $232K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 1,296 | $231K |
| Blue Trust, Inc. | 0.00% | Reduce -31.0% | 1,290 | $230K |
| Strategic Blueprint, LLC | 0.01% | New | 1,287 | $230K |
| Turning Point Benefit Group, Inc. | 0.10% | New | 1,280 | $229K |
| Childress Capital Advisors, LLC | 0.04% | New | 1,277 | $228K |
| Axim Planning & Wealth | 0.32% | New | 1,263 | $226K |
| Clear Trail Advisors, LLC | 0.03% | New | 1,261 | $225K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 1,259 | $225K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 1,255 | $224K |
| Alpine Bank Wealth Management | 0.03% | New | 1,250 | $223K |
| ORBA Wealth Advisors, L.L.C. | 0.19% | New | 1,247 | $223K |
| Bogart Wealth, LLC | 0.01% | No change | 1,242 | $222K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 1,241 | $222K |
| Acorn Financial Advisory Services Inc. | 0.03% | New | 1,237 | $221K |
| Cambridge Capital Management, LLC | 0.08% | New | 1,230 | $220K |
| BridgePort Financial Solutions, LLC | 0.06% | New | 1,225 | $219K |
| Financial Management, Inc. | 0.18% | New | 1,224 | $219K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | New | 1,222 | $218K |
| Piedmont Capital Management, LLC | 0.13% | No change | 1,217 | $217K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,212 | $216K |
| Mayflower Financial Advisors, LLC | 0.02% | Reduce -41.8% | 1,211 | $216K |
| Stratos Investment Management, LLC | 0.01% | New | 1,200 | $214K |
| Lionshead Wealth Management, LLC | 0.14% | New | 1,200 | $214K |
| First Citizens Asset Management, Inc. | 0.07% | New | 1,196 | $214K |
| Rockland Trust Co. | 0.01% | New | 1,193 | $213K |
| Financial Freedom, LLC | 0.10% | Add +0.2% | 1,190 | $213K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,185 | $212K |
| Fiducient Advisors LLC | 0.03% | New | 1,175 | $210K |
| Legacy Financial Group LLC | 0.02% | New | 1,175 | $210K |
| Matrix Private Capital Group LLC | 0.09% | No change | 1,174 | $210K |
| Eldridge Investment Advisors, Inc. | 0.04% | New | 1,174 | $210K |
| Mainsail Asset Management, LLC | 0.08% | New | 1,209 | $209K |
| Compass Financial Group, Inc. (Ohio) | 0.14% | New | 1,166 | $208K |
| Valued Retirements, Inc. | 0.19% | New | 1,166 | $208K |
| New Insight Wealth Advisors | 0.06% | Reduce -22.5% | 1,165 | $208K |
| Elm Partners Management LLC | 0.01% | New | 1,164 | $208K |
| M3 Advisory Group, LLC | 0.11% | New | 1,156 | $206K |
| CFM Wealth Partners LLC | 0.03% | New | 1,156 | $206K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.5% | 1,149 | $205K |
| Ironwood Investment Counsel, LLC | 0.03% | New | 1,149 | $205K |
| Thrive Wealth Management, LLC | 0.03% | New | 1,147 | $205K |
| Savvy Advisors, Inc. | 0.00% | New | 1,147 | $205K |
| Uptick Partners, LLC | 0.03% | New | 1,147 | $205K |
| Alerus Financial NA | 0.01% | No change | 1,140 | $204K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.2% | 1,139 | $203K |
| Sage Financial Group Inc. | 0.01% | New | 1,125 | $201K |
| Valmark Advisers, Inc. | 0.00% | Reduce -31.5% | 1,122 | $200K |
| HM Payson & Co. | 0.00% | No change | 1,121 | $200K |
| Institute for Wealth Management, LLC. | 0.02% | New | 1,120 | $200K |
| Windsor Advisory Group, LLC | 0.14% | No change | 1,104 | $197K |
| Private Wealth Asset Management, LLC | 0.02% | Reduce -64.3% | 1,090 | $195K |
| Oxford Financial Group, LTD. LLC | 0.01% | Add +0.1% | 1,080 | $193K |
| CENTRAL TRUST Co | 0.00% | Add +6.8% | 1,076 | $192K |
| Financial Consulate, Inc. | 0.02% | No change | 1,073 | $192K |
| Tidemark, LLC | 0.04% | Add +8.0% | 1,055 | $188K |
| United Community Bank | 0.06% | No change | 1,047 | $187K |
| Community Financial Services Group, LLC | 0.03% | Add +2.3% | 1,023 | $181K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,007 | $180K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,000 | $177K |
| Security National Bank | 0.02% | No change | 954 | $170K |
| Eastern Bank | 0.00% | Reduce -1.4% | 940 | $168K |
| MV Capital Management, Inc. | 0.01% | No change | 928 | $166K |
| Mechanics Financial Corp | 0.06% | No change | 916 | $164K |
| Evermay Wealth Management LLC | 0.02% | No change | 913 | $163K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -32.5% | 846 | $151K |
| one8zero8, LLC | 0.03% | No change | 829 | $148K |
| Chilton Capital Management LLC | 0.00% | No change | 800 | $143K |
| GAMMA Investing LLC | 0.01% | No change | 767 | $137K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -31.1% | 752 | $134K |
| Insight Inv LLC | 0.06% | No change | 692 | $124K |
| Albion Financial Group | 0.01% | Add +319.1% | 679 | $121K |
| Atwood & Palmer Inc. | 0.01% | No change | 658 | $117K |
| Qube Research & Technologies Ltd | 0.00% | Add +721.5% | 649 | $116K |
| Angeles Wealth Management, LLC | 0.01% | Add +86.8% | 635 | $113K |
| Vanguard Advisers Inc. | 0.00% | Add +1.0% | 631 | $113K |
| Logan Capital Management Inc. | 0.00% | — | 626 | $112K |
| Princeton Global Asset Management LLC | 0.02% | No change | 610 | $109K |
| Financial Perspectives, Inc | 0.03% | Reduce -0.2% | 610 | $109K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -6.0% | 609 | $109K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 603 | $108K |
| First Financial Corp. | 0.04% | No change | 600 | $107K |
| Nalls Sherbakoff Group, LLC | 0.07% | No change | 588 | $105K |
| Buck Wealth Strategies, LLC | 0.01% | New | 580 | $104K |
| Basepoint Wealth LLC | 0.06% | Add +0.2% | 577 | $103K |
| Topsail Wealth Management, LLC | 0.01% | No change | 576 | $103K |
| Woodard & Co. Asset Management Group Inc. | 0.01% | No change | 570 | $102K |
| Sunrise Financial Services, LLC | 0.06% | No change | 561 | $100K |
| USA Financial Formulas | 0.02% | — | 552 | $99K |
| First United Bank & Trust | 0.03% | No change | 550 | $98K |
| Kings Path Partners LLC | 0.03% | No change | 546 | $98K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 540 | $96K |
| Silver Grove Financial Group, Inc. | 0.05% | New | 536 | $96K |
| Monetary Solutions, Ltd | 0.08% | No change | 526 | $94K |
| Country Trust Bank | 0.00% | No change | 524 | $94K |
| Peachtree Investment Partners, LLC | 0.03% | No change | 521 | $93K |
| Owl Creek Wealth Partners LLC | 0.03% | Reduce -14.9% | 502 | $90K |
| Longview Financial Advisors LLC | 0.04% | No change | 500 | $89K |
| Centennial Bank | 0.03% | No change | 500 | $89K |
| Hilltop National Bank | 0.02% | No change | 500 | $89K |
| Ancora Advisors LLC | 0.00% | No change | 492 | $88K |
| Salem Investment Counselors Inc. | 0.00% | No change | 486 | $87K |
| Glassman Wealth Services | 0.01% | New | 475 | $85K |
| Hollencrest Capital Management | 0.01% | No change | 473 | $85K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 471 | $84K |
| Acima Private Wealth, LLC | 0.02% | No change | 470 | $84K |
| Assetmark, Inc. | 0.00% | Add +25.5% | 468 | $84K |
| Bullock Wealth Management Group | 0.04% | Add +0.2% | 471 | $83K |
| Concord Wealth Partners | 0.01% | New | 466 | $83K |
| SIMA Wealth Partners, LLC | 0.06% | Reduce -13.1% | 466 | $83K |
| Colonial Trust Advisors | 0.01% | No change | 443 | $79K |
| Continuum Advisory, LLC | 0.01% | New | 412 | $74K |
| BankPlus Trust Department | 0.02% | No change | 411 | $73K |
| Smithfield Trust Co | 0.00% | No change | 402 | $72K |
| Powell Investment Advisors, LLC | 0.02% | No change | 400 | $71K |
| Citizens National Bank Trust Department | 0.01% | No change | 400 | $71K |
| Montag A & Associates Inc. | 0.00% | No change | 400 | $71K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 390 | $69K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 381 | $68K |
| Three Bearings Fiduciary Advisors, Inc. | 0.06% | No change | 360 | $64K |
| Oakworth Capital, Inc. | 0.00% | No change | 358 | $64K |
| Robinswood Financial LLC | 0.02% | Add +0.3% | 350 | $63K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 340 | $61K |
| CoreCap Advisors, LLC | 0.00% | Add +29.6% | 337 | $60K |
| Highland Investment Advisors LLC | 0.03% | — | 332 | $59K |
| GGM Financial LLC | 0.02% | No change | 314 | $56K |
| Perkins Coie Trust Co | 0.01% | No change | 312 | $56K |
| Quent Capital, LLC | 0.00% | New | 310 | $55K |
| Trust Co. of Toledo NA | 0.00% | No change | 308 | $55K |
| Founders Financial Alliance, LLC | 0.01% | No change | 304 | $54K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.7% | 301 | $54K |
| Caldwell Trust Co | 0.00% | Add +17.0% | 296 | $53K |
| Walsh & Associates, LLC | 0.04% | No change | 295 | $53K |
| Tiaa Trust, National Association | 0.00% | No change | 290 | $52K |
| Independence Bank of Kentucky | 0.01% | No change | 280 | $50K |
| Creative Capital Management Investments LLC | 0.01% | No change | 273 | $49K |
| Spire Wealth Management | 0.00% | Reduce -11.0% | 267 | $48K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 263 | $47K |
| JPL Wealth Management, LLC | 0.01% | No change | 257 | $46K |
| Ameriflex Group, Inc. | 0.02% | No change | 255 | $46K |
| St Germain D J Co. Inc. | 0.00% | New | 250 | $45K |
| CX Institutional | 0.00% | No change | 246 | $44K |
| Legacy Bridge, LLC | 0.01% | No change | 236 | $42K |
| Palouse Capital Management, Inc. | 0.03% | No change | 232 | $41K |
| Richardson Financial Services Inc. | 0.02% | No change | 224 | $40K |
| Mosley Wealth Management | 0.01% | Reduce -82.4% | 221 | $39K |
| Quaker Wealth Management, LLC | 0.01% | No change | 220 | $39K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 200 | $36K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 194 | $35K |
| Gill Capital Partners, LLC | 0.01% | No change | 188 | $34K |
| Sittner & Nelson, LLC | 0.01% | No change | 187 | $33K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 180 | $32K |
| Fiduciary Financial Advisors | 0.00% | New | 180 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 177 | $32K |
| Wolff Wiese Magana LLC | 0.01% | No change | 174 | $31K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 169 | $30K |
| CNB Bank | 0.01% | No change | 164 | $29K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Reduce -6.3% | 164 | $29K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 162 | $29K |
| Community Bank, N.A. | 0.00% | No change | 160 | $29K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +63.9% | 159 | $28K |
| Bollard Group LLC | 0.00% | New | 152 | $27K |
| True Wealth Design, LLC | 0.01% | No change | 150 | $27K |
| Smartleaf Asset Management LLC | 0.00% | No change | 146 | $26K |
| Coastline Trust Co | 0.00% | No change | 144 | $26K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -22.5% | 141 | $25K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -89.5% | 140 | $25K |
| Howe & Rusling Inc. | 0.00% | Add +440.0% | 135 | $24K |
| Compass Financial Management LLC | 0.00% | — | 130 | $23K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | No change | 130 | $23K |
| Bank of New Hampshire | 0.00% | No change | 128 | $23K |
| North Star Investment Management Corp. | 0.00% | Reduce -50.6% | 127 | $23K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 126 | $23K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 113 | $20K |
| Cordgrass Capital Advisors, LLC | 0.01% | Reduce -62.8% | 112 | $20K |
| Tucker Asset Management LLC | 0.00% | No change | 109 | $19K |
| EPG Wealth Management LLC | 0.00% | No change | 108 | $19K |
| Avalon Trust Co | 0.00% | No change | 108 | $19K |
| Hughes Financial Services, LLC | 0.00% | No change | 105 | $19K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 104 | $19K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 103 | $18K |
| Register Financial Advisors LLC | 0.01% | No change | 101 | $18K |
| Versant Capital Management, Inc | 0.00% | No change | 100 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 96 | $17K |
| International Assets Investment Management, LLC | 0.00% | Add +11.5% | 97 | $17K |
| Imprint Wealth LLC | 0.07% | No change | 95 | $17K |
| Sankala Group LLC | 0.01% | No change | 93 | $16K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 88 | $16K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 86 | $15K |
| Barrett & Company, Inc. | 0.00% | No change | 80 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -55.1% | 80 | $14K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 75 | $13K |
| Signaturefd, LLC | 0.00% | No change | 75 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +47.9% | 71 | $13K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 70 | $13K |
| Crewe Advisors LLC | 0.00% | No change | 68 | $12K |
| Chung Wu Investment Group, LLC | 0.01% | No change | 62 | $11K |
| WealthShield Partners, LLC | 0.00% | Reduce -99.0% | 55 | $10K |
| Red Reef Advisors LLC | 0.01% | Reduce -58.3% | 53 | $9K |
| Darwin Wealth Management, LLC | 0.00% | No change | 52 | $9K |
| Millstone Evans Group, LLC | 0.01% | No change | 52 | $9K |
| United Financial Planning Group LLC | 0.00% | No change | 52 | $9K |
| Activest Wealth Management | 0.00% | No change | 44 | $8K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 41 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 38 | $7K |
| Main Street Group, LTD | 0.00% | No change | 34 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 33 | $6K |
| Strive Financial Group ,LLC | 0.00% | No change | 31 | $6K |
| Archer Investment Corp | 0.00% | No change | 30 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 25 | $5K |
| Cornerstone Planning Group LLC | 0.00% | No change | 25 | $4K |
| Synergy Investment Management, LLC | 0.00% | No change | 22 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 21 | $4K |
| PlanVest Financial, Inc | 0.00% | Add +5.0% | 21 | $4K |
| Armor Investment Advisors, LLC | 0.00% | No change | 20 | $4K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 19 | $3K |
| Atlas Capital Advisors Inc. | 0.00% | New | 19 | $3K |
| Fairman Group, LLC | 0.00% | New | 12 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 10 | $2K |
| Abound Wealth Management | 0.00% | No change | 9 | $2K |
| Colonial Trust Co / SC | 0.00% | Reduce -12.5% | 7 | $1K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 4 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 4 | $714 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 3 | $536 |
"% 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.