iShares U.S. Aerospace & DefITAETF
13F holders, Q2 2024 (June 30)618holders +5
48new positions
44sold out
5famous investors
$132.14avg. 13F price*
At the end of Q2 2024, 618 institutions reported holding iShares U.S. Aerospace & Def (ITA) in their 13F filings, up 5 from Q1 2024. 48 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($239.4M) and LPL Financial LLC ($119.5M). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares U.S. Aerospace & Def
- CUSIP
- 464288760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $47.9M |
| Exits | 44 | $66.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,288,459 shares bought and 1,169,771 shares sold, net +118,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 618 holders
| Bank of America Corp. | 0.12% | Add +0.5% | 9,158,775 | $1.2B |
| Morgan Stanley | 0.02% | Reduce -8.0% | 1,813,243 | $239.4M |
| LPL Financial LLC | 0.06% | Add +3.5% | 904,685 | $119.5M |
| Ameriprise Financial Inc. | 0.03% | Add +2.2% | 757,739 | $100.1M |
| Wells Fargo & Company | 0.02% | Add +0.5% | 712,814 | $94.1M |
| UBS Group AG | 0.02% | Reduce -8.1% | 530,878 | $70.1M |
| Royal Bank of Canada | 0.02% | Add +0.7% | 510,329 | $67.4M |
| Richard Bernstein Advisors LLC | 1.48% | Reduce -4.7% | 506,369 | $66.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +149.7% | 340,509 | $45.0M |
| Stifel Financial Corp. | 0.04% | Add +2.4% | 301,401 | $39.8M |
| Osaic Holdings, Inc. | 0.09% | Reduce -11.6% | 294,881 | $39.0M |
| Commonwealth Equity Services, LLC | 0.06% | Add +3.3% | 278,314 | $36.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.6% | 265,122 | $35.0M |
| JPMorgan Chase & Co. | 0.00% | Add +9.7% | 264,057 | $34.9M |
| Raymond James & Associates | 0.02% | Add +12.3% | 246,200 | $32.5M |
| MML Investors Services, LLC | 0.12% | Add +5.0% | 225,808 | $29.8M |
| Cetera Investment Advisers | 0.07% | Add +7.5% | 221,043 | $29.2M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +19.8% | 193,869 | $25.6M |
| Truist Financial Corp. | 0.03% | Reduce -8.8% | 156,347 | $20.6M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -12.6% | 155,572 | $20.5M |
| BNP Paribas Financial Markets | 0.02% | Add +48.9% | 150,061 | $19.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -11.3% | 147,028 | $19.4M |
| SPC Financial, Inc. | 1.69% | Add +0.7% | 137,988 | $18.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +6.2% | 127,621 | $16.9M |
| Janney Capital Management LLC | 1.15% | Reduce -2.0% | 123,696 | $16.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -18.2% | 112,657 | $14.9M |
| Cadent Capital Advisors, LLC | 5.30% | Add +2.1% | 98,743 | $13.0M |
| Ferguson Wellman Capital Management, Inc. | 0.26% | Reduce -3.0% | 96,705 | $12.8M |
| Baird Financial Group, Inc. | 0.03% | Reduce -4.8% | 94,646 | $12.5M |
| Advisory Services Network, LLC | 0.25% | Reduce -2.2% | 90,761 | $12.0M |
| Benjamin F. Edwards & Company, Inc. | 0.21% | Add +3.9% | 89,724 | $11.8M |
| Millennium Management | 0.01% | New | 88,549 | $11.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -4.5% | 81,927 | $10.8M |
| MinichMacGregor Wealth Management, LLC | 2.50% | Reduce -3.1% | 77,589 | $10.2M |
| Citigroup Inc. | 0.01% | Add +11.8% | 77,562 | $10.2M |
| Avantax Advisory Services, Inc. | 0.07% | Add +1.1% | 77,241 | $10.2M |
| Chicago Wealth Management, Inc. | 5.56% | Add +3.1% | 73,176 | $9.7M |
| Ocean Park Asset Management, LLC | 0.43% | No change | 68,736 | $9.1M |
| Diversify Advisory Services, LLC | 0.48% | Add +24.4% | 65,880 | $8.7M |
| Susquehanna International Group, LLP | 0.02% | Add +188.1% | 64,549 | $8.5M |
| Private Advisor Group, LLC | 0.06% | Add +7.6% | 64,477 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -15.2% | 55,810 | $7.4M |
| Phoenix Financial Ltd. | 0.11% | Add +0.2% | 55,757 | $7.4M |
| Independent Financial Group, LLC | 0.29% | Add +1.8% | 55,340 | $7.3M |
| Arrien Investments, Inc. | 5.39% | Add +7.2% | 52,198 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +185.6% | 50,074 | $6.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +2.5% | 49,308 | $6.4M |
| Focus Partners Wealth | 0.02% | Add +381.3% | 46,370 | $6.2M |
| Accurate Wealth Management, LLC | 1.46% | New | 45,422 | $6.1M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -9.4% | 44,435 | $5.9M |
| Mariner, LLC | 0.01% | Add +0.1% | 44,431 | $5.9M |
| Prospera Financial Services Inc | 0.16% | Add +30.7% | 43,501 | $5.7M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -1.9% | 39,869 | $5.3M |
| Confluence Investment Management LLC | 0.08% | Add +6.2% | 39,451 | $5.2M |
| Veltria Advisors Corp. | 1.81% | Reduce -31.3% | 38,104 | $5.0M |
| FOCUS Wealth Advisors, LLC | 2.56% | Add +4.5% | 37,716 | $5.0M |
| Bedell Frazier Investment Counselling, LLC | 1.19% | Reduce -5.7% | 37,319 | $4.9M |
| Herbst Group, LLC | 2.98% | Reduce -3.9% | 37,133 | $4.9M |
| Bluesphere Advisors LLC | 2.47% | Add +1.9% | 36,737 | $4.9M |
| WealthCare Investment Partners, LLC | 2.24% | Reduce -2.0% | 36,539 | $4.8M |
| Sanctuary Advisors, LLC | 0.04% | — | 37,212 | $4.8M |
| 5th Street Advisors, LLC | 2.51% | Add +1.8% | 36,323 | $4.8M |
| Virtue Capital Management, LLC | 0.81% | New | 33,868 | $4.7M |
| Wexford Capital LP | 1.19% | New | 35,728 | $4.7M |
| MRA Advisory Group | 2.61% | Reduce -2.1% | 34,502 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.2% | 34,092 | $4.5M |
| Creative Planning | 0.00% | Add +36.7% | 32,843 | $4.3M |
| D.A. Davidson & Co. | 0.04% | Add +27.0% | 32,815 | $4.3M |
| Well Done, LLC | 0.88% | Add +0.5% | 31,990 | $4.2M |
| San Luis Wealth Advisors LLC | 1.00% | New | 31,497 | $4.2M |
| Fifth Third Securities, Inc. | 0.38% | Reduce -2.8% | 31,276 | $4.1M |
| Arkadios Wealth Advisors | 0.28% | Add +447.7% | 30,856 | $4.1M |
| Yarbrough Capital, LLC | 0.17% | No change | 30,393 | $4.0M |
| Paragon Financial Partners, Inc. | 3.10% | Reduce -0.4% | 30,134 | $4.0M |
| Garnet Equity Capital Holdings, Inc. | 3.04% | No change | 30,000 | $4.0M |
| Banque Pictet & Cie SA | 0.04% | Add +2.1% | 28,850 | $3.8M |
| Cwm, LLC | 0.02% | Add +0.4% | 27,925 | $3.7M |
| Equitable Holdings, Inc. | 0.04% | Add +5.0% | 27,760 | $3.7M |
| Principle Wealth Partners LLC | 0.28% | Add +8.9% | 27,607 | $3.6M |
| TAP Consulting, LLC | 0.75% | Add +68.2% | 27,031 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -8.9% | 26,364 | $3.5M |
| NewEdge Wealth, LLC | 0.08% | Reduce -2.1% | 26,272 | $3.5M |
| Bank of Montreal | 0.00% | Add +14.6% | 25,176 | $3.4M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +14.1% | 24,753 | $3.3M |
| Scotia Capital Inc. | 0.02% | Add +2.3% | 24,086 | $3.2M |
| Jmac Enterprises LLC | 0.55% | Add +0.7% | 23,778 | $3.1M |
| Wealth Quarterback LLC | 1.78% | Add +387.8% | 23,762 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.7% | 23,120 | $3.1M |
| Financial Partners Group, Inc | 0.48% | Add +3.8% | 23,068 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Add +6.8% | 22,962 | $3.0M |
| Atria Investments, Inc | 0.04% | Reduce -5.1% | 22,925 | $3.0M |
| BigSur Wealth Management LLC | 0.92% | No change | 22,685 | $3.0M |
| Bristlecone Advisors, LLC | 0.26% | Add +2.2% | 22,683 | $3.0M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -4.7% | 22,441 | $3.0M |
| Harbour Investments, Inc. | 0.10% | Add +1.2% | 22,405 | $3.0M |
| Dumont & Blake Investment Advisors LLC | 0.41% | Add +101.1% | 22,167 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -5.3% | 21,982 | $2.9M |
| Philadelphia Trust Co. | 0.22% | Reduce -1.6% | 21,735 | $2.9M |
| Cerity Partners LLC | 0.01% | Reduce -6.3% | 21,263 | $2.8M |
| Prudential PLC | 0.02% | New | 21,050 | $2.8M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -2.2% | 20,925 | $2.7M |
| Merit Financial Group, LLC | 0.06% | Add +2.0% | 20,495 | $2.7M |
| Main Street Financial Solutions, LLC | 0.25% | Add +0.3% | 20,452 | $2.7M |
| Interactive Financial Advisors, Inc. | 1.48% | Reduce -1.4% | 20,313 | $2.7M |
| Lido Advisors, LLC | 0.02% | Reduce -6.8% | 19,995 | $2.6M |
| Park Avenue Securities LLC | 0.03% | Add +9.7% | 19,875 | $2.6M |
| Flow Traders U.S. LLC | 0.13% | Add +32.0% | 19,566 | $2.6M |
| Evolution Wealth Advisors, LLC | 0.49% | Add +0.4% | 19,154 | $2.5M |
| Capital Advisors, Ltd. LLC | 0.32% | Reduce -0.5% | 18,885 | $2.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +454.3% | 18,752 | $2.5M |
| ARS Investment Partners, LLC | 0.24% | Add +5.5% | 18,702 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -6.6% | 18,699 | $2.5M |
| Vivid Wealth Management, LLC | 1.36% | Add +3.5% | 18,416 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +69.6% | 17,928 | $2.4M |
| Spire Wealth Management | 0.08% | Add +7.1% | 17,883 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +1.5% | 17,881 | $2.4M |
| Centaurus Financial, Inc. | 0.16% | New | 17,651 | $2.3M |
| Renaissance Technologies | 0.00% | Add +66.0% | 17,600 | $2.3M |
| Apollon Financial, LLC | 0.75% | Reduce -1.4% | 17,499 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -4.3% | 17,234 | $2.3M |
| Clarity Capital Partners LLC | 1.38% | Add +25.1% | 17,026 | $2.2M |
| WESPAC Advisors, LLC | 1.75% | Reduce -32.1% | 16,972 | $2.2M |
| Accel Wealth Management | 0.88% | Add +13.1% | 16,683 | $2.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.11% | Reduce -0.9% | 16,604 | $2.2M |
| Waverly Advisors, LLC | 0.04% | Add +4.8% | 16,444 | $2.2M |
| Financial Advocates Investment Management | 0.13% | Reduce -4.7% | 16,433 | $2.2M |
| Game Plan Financial Advisors, LLC | 1.19% | Reduce -0.6% | 16,325 | $2.2M |
| Mfa Wealth Advisors, LLC | 0.47% | Add +0.7% | 16,145 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -4.5% | 16,077 | $2.1M |
| Fisher Asset Management | 0.00% | Reduce -10.3% | 16,051 | $2.1M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -13.1% | 15,848 | $2.1M |
| Bryn Mawr Trust Advisors, LLC | 0.11% | Add +152.9% | 14,637 | $2.0M |
| Blair William & Co. | 0.01% | Reduce -2.7% | 15,191 | $2.0M |
| Wolverine Trading, LLC | 0.03% | Add +369.7% | 15,147 | $2.0M |
| Mgo One Seven LLC | 0.09% | Add +102.3% | 15,066 | $2.0M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.91% | Add +278.6% | 14,935 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +1.4% | 14,641 | $1.9M |
| Ayalon Insurance Comp Ltd. | 0.63% | Reduce -3.3% | 14,489 | $1.9M |
| Sheets Smith Wealth Management | 0.22% | Add +0.5% | 14,207 | $1.9M |
| Sigma Planning Corp | 0.06% | Reduce -13.6% | 13,853 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +5.1% | 13,748 | $1.8M |
| Great Diamond Partners, LLC | 0.42% | Reduce -7.1% | 13,446 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -18.6% | 13,443 | $1.8M |
| Regions Financial Corp. | 0.01% | No change | 12,897 | $1.7M |
| Principal Securities, Inc. | 0.05% | Add +3.3% | 12,845 | $1.7M |
| Owen LaRue, LLC | 1.05% | Add +38.3% | 12,837 | $1.7M |
| JBR Co Financial Management Inc | 1.18% | Reduce -8.5% | 12,727 | $1.7M |
| SS&H Financial Advisors, Inc. | 0.65% | No change | 12,675 | $1.7M |
| Jupiter Wealth Management LLC | 0.88% | Add +1.2% | 11,640 | $1.7M |
| Whittier Trust Co. | 0.02% | No change | 12,589 | $1.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -2.1% | 12,565 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +3.5% | 12,438 | $1.6M |
| Family Legacy, Inc. | 0.59% | Add +4.0% | 12,432 | $1.6M |
| Lodestar Private Asset Management LLC | 0.22% | Reduce -1.6% | 12,207 | $1.6M |
| Cottonwood Capital Advisors, LLC | 1.26% | Add +11.3% | 12,103 | $1.6M |
| Cibc World Market Inc. | 0.00% | Add +0.1% | 12,040 | $1.6M |
| Kraft, Davis & Associates, LLC | 0.44% | Reduce -15.5% | 10,247 | $1.4M |
| Ignite Planners, LLC | 0.35% | Reduce -0.7% | 10,904 | $1.4M |
| Secure Asset Management, LLC | 0.27% | Reduce -1.1% | 10,914 | $1.4M |
| FMR LLC | 0.00% | Add +18.4% | 10,775 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -4.8% | 10,710 | $1.4M |
| Prairie Wealth Advisors, Inc. | 0.72% | Add +0.9% | 10,691 | $1.4M |
| Intrepid Financial Planning Group LLC | 0.61% | No change | 10,687 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -41.8% | 10,549 | $1.4M |
| Global Financial Private Client, LLC | 0.58% | Add +1.4% | 10,426 | $1.4M |
| National Bank of Canada | 0.00% | Add +5.0% | 10,419 | $1.4M |
| Keel Point, LLC | 0.12% | Reduce -20.6% | 9,233 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -4.9% | 9,625 | $1.3M |
| Castle Rock Wealth Management, LLC | 0.32% | Add +4.2% | 9,629 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +96.5% | 9,592 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -3.7% | 9,586 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +177.1% | 9,442 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Add +6.6% | 9,353 | $1.2M |
| Smith Anglin Financial, LLC | 0.12% | Reduce -40.2% | 9,262 | $1.2M |
| Global Retirement Partners, LLC | 0.04% | Add +55.1% | 9,254 | $1.2M |
| Comerica Bank | 0.01% | Reduce -3.0% | 9,151 | $1.2M |
| McGuire Investment Group, LLC | 0.17% | Add +1.6% | 9,060 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -2.9% | 9,003 | $1.2M |
| Raab & Moskowitz Asset Management LLC | 0.32% | Reduce -0.6% | 8,957 | $1.2M |
| Barclays PLC | 0.00% | Add +17.3% | 8,902 | $1.2M |
| Nvwm, LLC | 0.31% | Reduce -24.3% | 8,883 | $1.2M |
| FLC Capital Advisors | 0.29% | Add +0.0% | 8,864 | $1.2M |
| Etfidea, LLC | 0.39% | Add +11.8% | 8,786 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -1.4% | 8,785 | $1.2M |
| Sunbelt Securities, Inc. | 0.12% | No change | 8,725 | $1.2M |
| Cypress Asset Management Inc. | 0.29% | Add +0.5% | 8,472 | $1.1M |
| Choreo, LLC | 0.02% | Add +72.9% | 8,460 | $1.1M |
| Focus Financial Network, Inc. | 0.05% | Reduce -4.8% | 8,169 | $1.1M |
| PFG Advisors | 0.07% | Reduce -0.7% | 8,363 | $1.1M |
| Calton & Associates, Inc. | 0.55% | Add +0.7% | 8,342 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Add +0.9% | 8,338 | $1.1M |
| Artemis Wealth Advisors, LLC | 0.18% | Add +0.2% | 8,324 | $1.1M |
| Burns J W & Co. Inc. | 0.15% | Reduce -3.7% | 8,302 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 8,153 | $1.1M |
| RPg Family Wealth Advisory, LLC | 0.35% | Add +3.9% | 8,154 | $1.1M |
| ProVise Management Group, LLC | 0.09% | Reduce -2.5% | 8,145 | $1.1M |
| Spreng Capital Management, Inc. | 0.55% | No change | 8,064 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +5.2% | 7,952 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -2.9% | 7,933 | $1.0M |
| Heritage Oak Wealth Advisors LLC | 0.55% | — | 7,906 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +26.3% | 7,898 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +2.1% | 7,888 | $1.0M |
| Pacific Sun Financial Corp | 0.61% | Reduce -4.1% | 7,857 | $1.0M |
| Western Wealth Management, LLC | 0.08% | Add +9.3% | 7,855 | $1.0M |
| A. D. Beadell Investment Counsel, Inc. | 0.85% | Reduce -2.5% | 7,735 | $1.0M |
| World Investment Advisors | 0.06% | New | 7,674 | $1.0M |
| Knoll Capital Management, LLC | 0.68% | No change | 7,650 | $1.0M |
| Absolute Capital Management, LLC | 0.61% | Reduce -5.5% | 7,588 | $1.0M |
| Somerset Group LLC | 0.89% | Add +6.1% | 7,581 | $1.0M |
| Raymond James Trust N.A. | 0.02% | Add +81.0% | 7,543 | $996K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -68.0% | 7,512 | $992K |
| Mutual Advisors, LLC | 0.03% | Add +17.2% | 7,018 | $988K |
| Stephens Inc. | 0.01% | Reduce -31.8% | 7,459 | $985K |
| Fidelis Capital Partners, LLC | 0.14% | No change | 7,190 | $982K |
| Caprock Group, LLC | 0.04% | Reduce -0.8% | 7,374 | $974K |
| Insigneo Advisory Services, LLC | 0.11% | Add +48.9% | 7,047 | $952K |
| Muirfield Wealth Advisors LLC | 0.89% | Add +2.4% | 7,204 | $951K |
| Essex Financial Services, Inc. | 0.07% | Reduce -1.0% | 6,733 | $939K |
| Realta Investment Advisors | 0.18% | Add +2.3% | 7,100 | $938K |
| Cornerstone Advisory, LLC | 0.13% | Reduce -11.7% | 7,000 | $924K |
| Foundations Investment Advisors, LLC | 0.02% | New | 6,970 | $920K |
| GTS Securities LLC | 0.02% | Add +30.3% | 6,955 | $918K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -0.7% | 6,951 | $918K |
| Salomon & Ludwin, LLC | 0.10% | Reduce -2.8% | 6,870 | $907K |
| Cresset Asset Management, LLC | 0.00% | Add +28.3% | 6,818 | $900K |
| Coldstream Capital Management Inc. | 0.02% | Add +44.5% | 6,765 | $893K |
| Cornerstone Wealth Management, LLC | 0.07% | Add +11.4% | 6,634 | $876K |
| LexAurum Advisors, LLC | 0.22% | Reduce -2.0% | 6,623 | $875K |
| Mason & Associates Inc | 0.23% | Reduce -4.4% | 6,544 | $864K |
| Axiom Advisory, LLC | 0.01% | New | 6,426 | $852K |
| MAI Capital Management | 0.01% | Add +0.7% | 6,262 | $827K |
| Founders Financial Securities LLC | 0.08% | Add +226.7% | 6,145 | $811K |
| Independent Wealth Network Inc. | 0.38% | Reduce -2.9% | 6,102 | $806K |
| OneDigital Investment Advisors LLC | 0.01% | Add +87.5% | 6,064 | $801K |
| Genesee Capital Advisors, LLC | 0.38% | Add +1.0% | 5,940 | $784K |
| Benjamin Edwards Inc. | 0.15% | Reduce -2.0% | 5,917 | $781K |
| Massachusetts Wealth Management | 0.52% | Add +25.2% | 5,867 | $775K |
| PFG Investments, LLC | 0.05% | Reduce -2.5% | 5,821 | $769K |
| Global Assets Advisory, LLC | 1.22% | Reduce -10.0% | 5,802 | $766K |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -12.7% | 5,749 | $759K |
| Crescent Grove Advisors, LLC | 0.08% | Reduce -11.1% | 5,742 | $758K |
| Integrated Advisors Network LLC | 0.04% | Reduce -13.0% | 5,690 | $751K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -34.0% | 5,682 | $750K |
| Howard Wealth Management, LLC | 0.59% | Add +20.2% | 5,679 | $750K |
| Ironsides Asset Advisors, LLC | 0.25% | Reduce -15.7% | 5,648 | $746K |
| Wealthspire Advisors, LLC | 0.01% | Add +47.3% | 5,503 | $727K |
| CIC Wealth, LLC | 0.20% | Add +3.3% | 5,448 | $719K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -9.9% | 5,421 | $716K |
| Warner Financial, Inc. | 0.35% | Add +0.1% | 5,379 | $710K |
| Allen Capital Group, LLC | 0.10% | No change | 5,355 | $707K |
| Commerce Bank | 0.00% | Reduce -10.8% | 5,324 | $703K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.4% | 5,274 | $696K |
| Quantitative Investment Management, LLC | 0.08% | New | 5,257 | $694K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -57.4% | 5,241 | $692K |
| WNY Asset Management, LLC | 0.09% | Reduce -8.6% | 5,219 | $689K |
| Triumph Capital Management | 0.27% | Reduce -8.4% | 5,203 | $687K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 5,196 | $686K |
| Brookstone Capital Management | 0.01% | Reduce -9.4% | 5,001 | $678K |
| Greystone Financial Group, LLC | 0.13% | Reduce -22.5% | 5,127 | $677K |
| Arete Wealth Advisors, LLC | 0.06% | New | 5,101 | $673K |
| Milestone Asset Management, LLC | 0.17% | Reduce -19.9% | 5,076 | $670K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | Reduce -10.6% | 5,032 | $664K |
| KKM Financial LLC | 0.31% | Add +0.2% | 4,938 | $662K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -23.7% | 4,978 | $657K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -4.7% | 4,977 | $657K |
| Prudential Financial Inc. | 0.00% | Reduce -54.0% | 4,968 | $656K |
| Patten & Patten Inc. | 0.05% | Add +120.2% | 4,946 | $653K |
| Purus Wealth Management, LLC | 0.29% | Reduce -1.0% | 4,942 | $653K |
| Keybank National Association | 0.00% | Reduce -8.4% | 4,934 | $652K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.2% | 4,928 | $651K |
| D. E. Shaw & Co. | 0.00% | New | 4,858 | $641K |
| RMR Capital Management, LLC | 0.58% | Add +0.1% | 4,845 | $640K |
| Silverlake Wealth Management LLC | 0.26% | Reduce -0.1% | 4,840 | $639K |
| Joseph P. Lucia & Associates, LLC | 0.33% | Add +54.1% | 4,839 | $639K |
| Steele Capital Management, Inc. | 0.04% | Add +18.1% | 4,826 | $637K |
| Rehmann Capital Advisory Group | 0.04% | Add +183.9% | 4,715 | $623K |
| Deutsche Bank AG | 0.00% | No change | 4,700 | $621K |
| Tradition Wealth Management, LLC | 0.06% | Add +0.0% | 4,672 | $617K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +18.9% | 4,653 | $614K |
| Interchange Capital Partners, LLC | 0.23% | Reduce -0.0% | 4,632 | $612K |
| Tudor Investment Corporation | 0.01% | New | 4,604 | $608K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +154.2% | 4,581 | $605K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +10.4% | 4,563 | $603K |
| Birmingham Capital Management Co. Inc. | 0.23% | No change | 4,455 | $588K |
| Firestone Capital Management | 0.16% | No change | 4,424 | $584K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +16.5% | 4,361 | $576K |
| MGB Wealth Management, LLC | 0.21% | Add +1.1% | 4,307 | $575K |
| V2 Financial group LLC | 0.38% | No change | 4,000 | $563K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -46.3% | 4,257 | $562K |
| Charter Oak Capital Management, LLC | 0.06% | Add +10.0% | 4,173 | $551K |
| Hilltop Holdings Inc. | 0.06% | Reduce -1.1% | 4,171 | $551K |
| Rathbones Group PLC | 0.00% | Reduce -5.9% | 4,154 | $549K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +54.6% | 4,081 | $539K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -29.5% | 4,064 | $537K |
| WealthBridge Capital Management, LLC | 0.18% | Add +30.2% | 4,030 | $532K |
| City Holding Co. | 0.08% | Add +3.9% | 4,025 | $531K |
| Sfmg, LLC | 0.05% | No change | 4,004 | $529K |
| Belpointe Asset Management LLC | 0.04% | Add +4.9% | 3,987 | $527K |
| Wealth Management Partners, LLC | 0.26% | Add +54.2% | 3,987 | $526K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -13.0% | 3,974 | $525K |
| Pekin Hardy Strauss, Inc. | 0.07% | Add +16.6% | 3,959 | $523K |
| Fusion Capital, LLC | 0.23% | Add +3.3% | 3,893 | $514K |
| Towercrest Capital Management | 0.08% | No change | 3,860 | $510K |
| LM Advisors LLC | 0.10% | Add +2.0% | 3,843 | $507K |
| Moors & Cabot, Inc. | 0.03% | Add +2.5% | 3,834 | $506K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -19.8% | 3,829 | $506K |
| Solstein Capital, LLC | 0.33% | Add +565.3% | 3,819 | $504K |
| CRA Financial Services, LLC | 0.10% | No change | 3,808 | $503K |
| Vicus Capital | 0.05% | Add +0.2% | 3,782 | $499K |
| Confluence Wealth Services, Inc. | 0.04% | Add +60.6% | 3,748 | $495K |
| Inscription Capital, LLC | 0.08% | Reduce -15.6% | 3,711 | $490K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -18.4% | 3,676 | $485K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +3.6% | 3,607 | $476K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.6% | 3,591 | $474K |
| Visionary Wealth Advisors | 0.03% | Reduce -1.2% | 3,579 | $473K |
| First Foundation Advisors | 0.02% | No change | 3,523 | $465K |
| Guardian Asset Advisors, LLC | 0.34% | Add +0.0% | 3,500 | $462K |
| Hudock, Inc. | 0.09% | Add +0.1% | 3,491 | $461K |
| Wintrust Investments LLC | 0.04% | Reduce -7.7% | 3,490 | $461K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -4.4% | 3,488 | $461K |
| Almanack Investment Partners, LLC. | 0.08% | Add +6.2% | 3,479 | $459K |
| Colony Family Offices, LLC | 0.15% | No change | 3,436 | $454K |
| International Assets Investment Management, LLC | 0.04% | Reduce -13.2% | 3,424 | $452K |
| First Heartland Consultants, Inc. | 0.04% | No change | 3,420 | $452K |
| StoneX Group Inc. | 0.04% | Reduce -0.1% | 3,403 | $449K |
| TrinityPoint Wealth, LLC | 0.07% | Reduce -0.4% | 3,345 | $442K |
| Brown Miller Wealth Management, LLC | 0.18% | Add +5.0% | 3,339 | $441K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 3,305 | $436K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.1% | 3,286 | $433K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +21.1% | 3,276 | $433K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +21.1% | 3,276 | $433K |
| Wealth Alliance, LLC | 0.06% | No change | 3,274 | $432K |
| AE Wealth Management LLC | 0.00% | Reduce -48.4% | 3,267 | $431K |
| Private Trust Co. NA | 0.05% | Reduce -31.3% | 3,263 | $431K |
| Landaas & Co. /Wi | 0.13% | Add +54.8% | 3,250 | $429K |
| Pinnacle Family Advisors, LLC | 0.23% | New | 3,219 | $425K |
| Apeiron RIA LLC | 0.13% | No change | 3,218 | $425K |
| Avondale Wealth Management | 0.29% | New | 3,200 | $423K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +43.6% | 3,152 | $416K |
| Procyon Advisors, LLC | 0.03% | No change | 3,151 | $416K |
| New England Private Wealth Advisors LLC | 0.07% | Add +0.0% | 3,147 | $416K |
| Onyx Bridge Wealth Group LLC | 0.07% | No change | 3,142 | $415K |
| Allworth Financial LP | 0.00% | Reduce -4.5% | 3,040 | $407K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.9% | 3,061 | $404K |
| Burns Matteson Capital Management, LLC | 0.25% | Reduce -18.8% | 3,028 | $400K |
| GeoWealth Management, LLC | 0.02% | New | 3,021 | $399K |
| Trek Financial, LLC | 0.03% | Add +68.2% | 3,018 | $399K |
| Magnolia Capital Management Ltd. | 0.33% | No change | 3,015 | $398K |
| Caldwell Trust Co | 0.04% | No change | 3,010 | $397K |
| Meixler Investment Management, Ltd. | 0.30% | Reduce -59.2% | 2,989 | $395K |
| Weil Company, Inc. | 0.14% | New | 2,981 | $394K |
| Rollins Financial Advisors, LLC | 0.07% | New | 2,977 | $393K |
| Avior Wealth Management, LLC | 0.02% | Reduce -7.0% | 2,965 | $392K |
| First Command Advisory Services, Inc. | 0.00% | No change | 2,933 | $387K |
| Berkeley Capital Partners, LLC | 0.12% | Reduce -0.3% | 2,908 | $384K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +7.4% | 2,659 | $381K |
| Flaharty Asset Management, LLC | 0.06% | No change | 2,860 | $378K |
| Means Investment Co., Inc. | 0.04% | Add +2.7% | 2,852 | $377K |
| Koshinski Asset Management, Inc. | 0.03% | Add +8.0% | 2,800 | $372K |
| Duncan Williams Asset Management, LLC | 0.31% | Add +1.3% | 2,810 | $371K |
| IHT Wealth Management, LLC | 0.01% | Add +0.6% | 2,792 | $369K |
| Bramshill Investments, LLC | 0.04% | No change | 2,791 | $369K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +2.7% | 2,770 | $366K |
| Blue Chip Partners, LLC | 0.03% | New | 2,747 | $363K |
| Lewis Asset Management, LLC | 0.28% | Add +0.1% | 2,739 | $362K |
| Good Life Advisors, LLC | 0.03% | Add +0.4% | 2,668 | $352K |
| Investment Partners Asset Management, Inc. | 0.31% | Add +1.4% | 2,662 | $352K |
| Lion Street Advisors, LLC | 0.13% | Reduce -7.7% | 2,645 | $349K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.8% | 2,642 | $349K |
| Csenge Advisory Group | 0.02% | Add +6.2% | 2,557 | $338K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +0.1% | 2,529 | $336K |
| HCR Wealth Advisors | 0.05% | Add +7.2% | 2,536 | $335K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -6.5% | 2,524 | $333K |
| &partners | 0.01% | New | 2,472 | $326K |
| Traction Financial Partners, LLC | 0.24% | No change | 2,274 | $326K |
| Castleview Partners, LLC | 0.18% | Reduce -13.7% | 2,450 | $324K |
| Coordinated Financial Services, Inc. | 0.28% | Add +0.1% | 2,431 | $321K |
| JT Stratford LLC | 0.06% | No change | 2,396 | $316K |
| Composition Wealth, LLC | 0.01% | Add +9.1% | 2,394 | $316K |
| Symphony Financial Services, Inc. | 0.27% | — | 2,372 | $316K |
| Icon Wealth Advisors, LLC | 0.03% | Add +72.7% | 2,203 | $315K |
| Moloney Securities Asset Management, LLC | 0.05% | No change | 2,378 | $314K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -7.8% | 2,356 | $311K |
| IFG Advisory, LLC | 0.02% | New | 2,355 | $311K |
| Poehling Capital Management, INC. | 0.08% | No change | 2,350 | $310K |
| TFO Wealth Partners, LLC | 0.06% | New | 2,325 | $307K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +0.4% | 2,324 | $307K |
| Florida Financial Advisors, LLC | 0.18% | Add +37.5% | 2,316 | $306K |
| Patron Partners, LLC | 0.18% | Reduce -28.1% | 2,294 | $303K |
| Money Concepts Capital Corp. | 0.03% | Reduce -2.0% | 2,291 | $302K |
| Narwhal Capital Management | 0.03% | Add +15.3% | 2,260 | $298K |
| Level Four Advisory Services, LLC | 0.01% | Add +20.9% | 2,244 | $296K |
| Ehrlich Financial Group | 0.23% | Reduce -19.3% | 2,235 | $295K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -3.0% | 2,216 | $293K |
| Ritholtz Wealth Management | 0.01% | Add +3.8% | 2,215 | $292K |
| Pettyjohn, Wood & White, Inc. | 0.06% | No change | 2,180 | $288K |
| Summit Financial, LLC | 0.01% | New | 2,178 | $288K |
| SG Americas Securities, LLC | 0.00% | Add +171.0% | 2,171 | $287K |
| Kovack Advisors, Inc. | 0.03% | Reduce -2.5% | 2,128 | $281K |
| BlackDiamond Wealth Management, LLC | 0.18% | Reduce -0.4% | 2,009 | $280K |
| Dynamic Wealth Strategies, LLC | 0.24% | Reduce -1.5% | 2,117 | $280K |
| Vigilare Wealth Management | 0.12% | New | 2,058 | $272K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +1.0% | 2,047 | $270K |
| Independent Family Office, LLC | 0.15% | No change | 2,000 | $263K |
| Centric Wealth Management | 0.08% | Reduce -13.0% | 1,864 | $263K |
| Coppell Advisory Solutions LLC | 0.04% | — | 1,987 | $262K |
| Holderness Investments Co. | 0.06% | Add +11.2% | 1,983 | $262K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -86.1% | 1,977 | $261K |
| LPWM LLC | 0.09% | Add +0.3% | 1,958 | $261K |
| Griffin Asset Management, Inc. | 0.03% | Reduce -4.3% | 1,947 | $257K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 1,945 | $257K |
| Avitas Wealth Management LLC | 0.04% | Add +0.3% | 1,943 | $257K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Reduce -38.1% | 1,898 | $251K |
| Providence First Trust Co | 0.11% | No change | 1,850 | $244K |
| Powell Investment Advisors, LLC | 0.13% | No change | 1,845 | $244K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,820 | $240K |
| Wealth Effects LLC | 0.09% | Reduce -2.1% | 1,811 | $239K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 1,803 | $238K |
| Evoke Wealth, LLC | 0.35% | Reduce -33.3% | 1,800 | $238K |
| Diligent Investors, LLC | 0.06% | No change | 1,800 | $238K |
| DRW Securities, LLC | 0.01% | No change | 1,798 | $237K |
| Farther Finance Advisors, LLC | 0.01% | Add +107.9% | 1,792 | $236K |
| Capital Investment Advisors, LLC | 0.01% | Add +4.6% | 1,785 | $236K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -15.8% | 1,783 | $235K |
| Register Financial Advisors LLC | 0.12% | No change | 1,781 | $235K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -1.7% | 1,780 | $235K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 1,850 | $234K |
| Fiduciary Alliance LLC | 0.04% | Add +5.5% | 1,760 | $233K |
| Obsidian Personal Planning Solutions LLC | 0.14% | No change | 1,761 | $233K |
| MWA Asset Management | 0.17% | Reduce -5.4% | 1,759 | $232K |
| ELCO Management Co., LLC | 0.13% | No change | 1,750 | $231K |
| Anson Capital, Inc. | 0.23% | Reduce -0.6% | 1,735 | $229K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 1,730 | $228K |
| Swmg, LLC | 0.10% | Reduce -5.5% | 1,709 | $226K |
| Plotkin Financial Advisors, LLC | 0.14% | No change | 1,699 | $224K |
| Verity Asset Management, Inc. | 0.09% | Reduce -1.1% | 1,678 | $222K |
| Magnus Financial Group LLC | 0.03% | New | 1,681 | $222K |
| Aurora Private Wealth, Inc. | 0.19% | Add +0.1% | 1,683 | $222K |
| RFG Advisory, LLC | 0.01% | Reduce -0.9% | 1,646 | $217K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -3.5% | 1,630 | $215K |
| TCI Wealth Advisors, Inc. | 0.02% | New | 1,624 | $214K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -34.9% | 1,619 | $214K |
| Journey Advisory Group, LLC | 0.03% | Reduce -5.9% | 1,600 | $211K |
| NWF Advisory Services Inc. | 0.03% | Add +0.8% | 1,597 | $211K |
| Smith, Moore & Co. | 0.02% | No change | 1,596 | $211K |
| Saxon Interests, Inc. | 0.10% | No change | 1,594 | $210K |
| Relative Value Partners Group, LLC | 0.03% | New | 1,563 | $206K |
| Lake Street Private Wealth, LLC | 0.03% | No change | 1,563 | $206K |
| Clearstead Advisors, LLC | 0.00% | Add +23.1% | 1,555 | $205K |
| Rockland Trust Co. | 0.01% | No change | 1,543 | $204K |
| Mayfair Advisory Group, LLC | 0.14% | Reduce -19.3% | 1,527 | $203K |
| Atlas Private Wealth Advisors | 0.03% | New | 1,530 | $202K |
| Townsquare Capital LLC | 0.00% | Reduce -5.4% | 1,529 | $202K |
| JDM Financial Group LLC | 0.12% | Add +0.1% | 1,356 | $179K |
| Tyler-Stone Wealth Management | 0.07% | Add +17.6% | 1,345 | $178K |
| Biltmore Family Office, LLC | 0.03% | No change | 1,299 | $172K |
| IFP Advisors, Inc | 0.01% | Reduce -0.3% | 1,298 | $171K |
| Tidemark, LLC | 0.08% | Add +26.4% | 1,275 | $168K |
| Advantage Trust Co | 0.11% | Add +72.9% | 1,210 | $160K |
| Picton Mahoney Asset Management | 0.01% | Reduce -31.3% | 1,100 | $145K |
| Ancora Advisors LLC | 0.00% | No change | 1,075 | $142K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 1,034 | $137K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,000 | $132K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | Add +47.1% | 1,000 | $132K |
| Avion Wealth | 0.04% | No change | 987 | $130K |
| ZynergyRetirementPlanningLLC | 0.10% | — | 964 | $127K |
| Winch Advisory Services, LLC | 0.04% | Add +0.2% | 954 | $126K |
| Carmichael Hill & Associates, Inc. | 0.05% | No change | 945 | $125K |
| Evermay Wealth Management LLC | 0.02% | Reduce -14.5% | 943 | $125K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -7.1% | 920 | $121K |
| Family Firm, Inc. | 0.03% | New | 879 | $116K |
| Unique Wealth Strategies, LLC | 0.05% | New | 870 | $115K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +3.7% | 838 | $111K |
| LFA - Lugano Financial Advisors SA | 0.08% | New | 830 | $110K |
| Mb, Levis & Associates, LLC | 0.06% | Add +0.3% | 806 | $106K |
| Bellevue Asset Management, LLC | 0.06% | No change | 804 | $106K |
| Lanark Financial, Inc. | 0.01% | No change | 810 | $106K |
| City State Bank | 0.04% | Add +23.1% | 800 | $106K |
| Missouri Trust & Investment Co | 0.04% | Reduce -6.7% | 775 | $102K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.7% | 767 | $101K |
| Y.D. More Investments Ltd | 0.01% | Reduce -11.6% | 762 | $101K |
| NFSG Corp | 0.04% | Reduce -24.1% | 756 | $100K |
| Mascoma Wealth Management LLC | 0.03% | No change | 752 | $99K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.3% | 723 | $95K |
| Global Trust Asset Management, LLC | 0.04% | Add +97.2% | 710 | $94K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 706 | $93K |
| Banque Cantonale Vaudoise | 0.00% | Add +24.6% | 710 | $93K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 700 | $92K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 682 | $90K |
| 1832 Asset Management L.P. | 0.00% | No change | 678 | $90K |
| Mather Group, Llc. | 0.00% | Add +1906.3% | 642 | $85K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -99.1% | 625 | $83K |
| Family Asset Management, LLC | 0.05% | Add +10.1% | 546 | $72K |
| Godsey & Gibb, Inc. | 0.01% | No change | 510 | $67K |
| Elevate Wealth Advisory, Inc. | 0.05% | Reduce -38.5% | 506 | $67K |
| M&R Capital Management Inc. | 0.02% | Reduce -10.7% | 500 | $66K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +0.2% | 502 | $66K |
| Custom Portfolio Group LLC | 0.05% | No change | 494 | $65K |
| WFA of San Diego, LLC | 0.06% | — | 481 | $64K |
| Lynx Investment Advisory | 0.05% | — | 480 | $63K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -21.5% | 446 | $59K |
| Venturi Wealth Management, LLC | 0.00% | No change | 428 | $57K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 425 | $56K |
| Frazier Financial Advisors, LLC | 0.04% | Add +2878.6% | 417 | $55K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 416 | $55K |
| Providence Capital Advisors, LLC | 0.01% | No change | 408 | $54K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 404 | $53K |
| Laffer Tengler Investments, Inc. | 0.01% | No change | 400 | $53K |
| NorthRock Partners, LLC | 0.00% | No change | 400 | $53K |
| UMB Bank, n.a. | 0.00% | No change | 400 | $53K |
| Abound Wealth Management | 0.02% | Reduce -1.5% | 398 | $53K |
| Kelly Financial Services LLC | 0.02% | Add +0.3% | 382 | $50K |
| Signaturefd, LLC | 0.00% | Reduce -5.3% | 375 | $49K |
| Glenmede Trust Co. NA | 0.00% | No change | 370 | $49K |
| Franklin Resources Inc. | 0.00% | New | 365 | $48K |
| Centerpoint Advisors, LLC | 0.02% | No change | 362 | $48K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $48K |
| LRI Investments, LLC | 0.01% | No change | 350 | $46K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.3% | 321 | $42K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 315 | $42K |
| Trust Co. of Vermont | 0.00% | No change | 300 | $40K |
| Cypress Capital Management LLC (WY) | 0.04% | No change | 295 | $39K |
| Blue Trust, Inc. | 0.00% | No change | 274 | $36K |
| Creekmur Asset Management LLC | 0.01% | Reduce -57.1% | 267 | $35K |
| Archer Investment Corp | 0.01% | No change | 260 | $34K |
| Hollencrest Capital Management | 0.00% | Reduce -22.5% | 258 | $34K |
| SYM FINANCIAL Corp | 0.01% | No change | 250 | $33K |
| WASHINGTON TRUST Co | 0.00% | No change | 250 | $33K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +567.6% | 247 | $33K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -98.3% | 247 | $33K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 244 | $32K |
| Concord Wealth Partners | 0.01% | Add +0.4% | 243 | $32K |
| Assetmark, Inc. | 0.00% | New | 241 | $32K |
| Rothschild Investment LLC | 0.00% | No change | 238 | $31K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 230 | $30K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 224 | $30K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 220 | $29K |
| Fifth Third Bancorp | 0.00% | New | 220 | $29K |
| Opal Wealth Advisors, LLC | 0.01% | New | 210 | $28K |
| Beacon Capital Management, LLC | 0.01% | Reduce -64.9% | 207 | $27K |
| Fairscale Capital, LLC | 0.02% | — | 199 | $27K |
| Clear Point Advisors Inc. | 0.02% | No change | 202 | $27K |
| Cultivar Capital, Inc. | 0.02% | New | 201 | $27K |
| Optimum Investment Advisors | 0.01% | No change | 200 | $26K |
| Lindbrook Capital, LLC | 0.00% | No change | 200 | $26K |
| Asset Dedication, LLC | 0.00% | New | 191 | $25K |
| TCTC Holdings, LLC | 0.00% | No change | 184 | $24K |
| WealthCollab, LLC | 0.02% | No change | 160 | $21K |
| Syntax Research, Inc. | 0.02% | No change | 158 | $21K |
| Sandy Spring Bank | 0.00% | Add +0.7% | 152 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 150 | $20K |
| Matrix Private Capital Group LLC | 0.01% | No change | 150 | $20K |
| Glassman Wealth Services | 0.00% | No change | 150 | $20K |
| Creative Financial Designs Inc. | 0.00% | No change | 144 | $19K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 140 | $18K |
| Dunhill Financial, LLC | 0.01% | Reduce -9.2% | 138 | $18K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 140 | $18K |
| Macroview Investment Management LLC | 0.02% | Add +133.3% | 133 | $18K |
| Princeton Global Asset Management LLC | 0.00% | No change | 132 | $17K |
| Pathway Financial Advisers, LLC | 0.01% | Add +1.5% | 133 | $17K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 125 | $17K |
| Capital Analysts, LLC | 0.00% | Reduce -42.0% | 123 | $16K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 120 | $16K |
| BBJS Financial Advisors, LLC | 0.01% | No change | 115 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -34.7% | 109 | $14K |
| Global Wealth Strategies & Associates | 0.01% | No change | 105 | $14K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 100 | $13K |
| Private Capital Management LLC | 0.00% | No change | 100 | $13K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 100 | $13K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $13K |
| Main Management LLC | 0.00% | No change | 100 | $13K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 95 | $13K |
| New Republic Capital, LLC | 0.01% | New | 92 | $12K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 90 | $12K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 86 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 80 | $11K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 80 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 80 | $11K |
| Anchor Investment Management, LLC | 0.00% | No change | 72 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 72 | $9K |
| Tsfg, LLC | 0.00% | No change | 66 | $9K |
| Gradient Investments LLC | 0.00% | No change | 68 | $9K |
| HHM Wealth Advisors, LLC | 0.00% | Add +10.0% | 66 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 65 | $9K |
| Heritage Wealth Advisors | 0.00% | No change | 62 | $8K |
| PSI Advisors, LLC | 0.00% | No change | 60 | $8K |
| New Millennium Group LLC | 0.00% | New | 55 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 50 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -78.1% | 50 | $7K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 50 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 49 | $6K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 45 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 41 | $5K |
| Slocum, Gordon & Co LLP | 0.00% | No change | 39 | $5K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 39 | $5K |
| AllSquare Wealth Management LLC | 0.00% | No change | 35 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 32 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 31 | $4K |
| Balefire, LLC | 0.00% | No change | 30 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 23 | $3K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 19 | $3K |
| Quent Capital, LLC | 0.00% | No change | 19 | $3K |
| PFS Partners, LLC | 0.00% | No change | 17 | $2K |
| WFA Asset Management Corp | 0.00% | No change | 17 | $2K |
| ORG Partners LLC | 0.00% | New | 15 | $2K |
| Pineridge Advisors LLC | 0.00% | No change | 15 | $2K |
| Red Tortoise LLC | 0.00% | No change | 12 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 8 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -42.9% | 8 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 10 | $1K |
| Caitlin John, LLC | 0.00% | No change | 7 | $924 |
| Key Financial Inc | 0.00% | No change | 7 | $924 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 5 | $661 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 4 | $529 |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 2 | $264 |
| Bogart Wealth, LLC | 0.00% | Reduce -99.3% | 1 | $178 |
| McClarren Financial Advisors, Inc. | 0.00% | New | 264 | $107 |
"% of holder's portfolio" is ITA's weight in each manager's 13F, not the share of iShares U.S. Aerospace & Def the manager owns.