iShares S&P Small-Cap 600 GRIJTETF

13F holders, Q2 2026 (June 30)
820holders +57
87new positions
34sold out
3famous investors
$178.45avg. 13F price*

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

02004006008001,000 Q1 2024: 678Q1 2024Q2 2024: 685Q2 2024Q3 2024: 703Q3 2024Q4 2024: 753Q4 2024Q1 2025: 716Q1 2025Q2 2025: 730Q2 2025Q3 2025: 729Q3 2025Q4 2025: 772Q4 2025Q1 2026: 763Q1 2026Q2 2026: 820Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions87$57.9M
Exits34$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.