iShares U.S. Aerospace & DefITAETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 883 institutions reported holding iShares U.S. Aerospace & Def (ITA) in their 13F filings, up 129 from Q2 2025. 175 opened new positions and 41 sold out. The largest holders were Envestnet Asset Management Inc. ($1.0B), LPL Financial LLC ($591.7M) and Morgan Stanley ($590.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares U.S. Aerospace & Def
- CUSIP
- 464288760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 175 | $387.9M |
| Exits | 41 | $52.0M |
All 13F filers, Q2 2025 → Q3 2025: 14,288,542 shares bought and 909,531 shares sold, net +13,379,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 883 holders
| Envestnet Asset Management Inc. | 0.29% | Add +1674.2% | 4,780,198 | $1.0B |
| LPL Financial LLC | 0.17% | Add +89.6% | 2,827,371 | $591.7M |
| Morgan Stanley | 0.04% | Add +53.5% | 2,822,112 | $590.6M |
| Bank of America Corp. | 0.04% | Reduce -8.1% | 2,758,477 | $577.2M |
| Wells Fargo & Company | 0.05% | Add +25.7% | 1,122,387 | $234.9M |
| BNP Paribas Financial Markets | 0.15% | Add +49.7% | 912,502 | $191.0M |
| Ameriprise Financial Inc. | 0.04% | Add +12.9% | 877,965 | $183.7M |
| UBS Group AG | 0.03% | Add +20.1% | 728,077 | $152.4M |
| MML Investors Services, LLC | 0.36% | Add +135.8% | 650,152 | $136.1M |
| Cetera Investment Advisers | 0.15% | Add +137.0% | 601,819 | $125.9M |
| Raymond James Financial Inc. | 0.04% | Add +13.8% | 596,044 | $124.7M |
| Royal Bank of Canada | 0.02% | Add +22.4% | 500,449 | $104.7M |
| JPMorgan Chase & Co. | 0.01% | Add +201.4% | 495,315 | $103.6M |
| Park Avenue Securities LLC | 0.79% | Add +2172.2% | 483,301 | $101.1M |
| BlackRock, Inc. | 0.00% | New | 456,326 | $95.5M |
| Cwm, LLC | 0.28% | Add +1470.8% | 437,468 | $91.5M |
| Envestnet Portfolio Solutions, Inc. | 0.31% | Add +9026.7% | 402,305 | $84.2M |
| Commonwealth Equity Services, LLC | 0.11% | Add +28.3% | 389,656 | $81.5M |
| Osaic Holdings, Inc. | 0.10% | Add +19.3% | 364,377 | $73.6M |
| Stifel Financial Corp. | 0.06% | Add +51.9% | 318,576 | $66.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.1% | 299,479 | $62.7M |
| Janney Montgomery Scott LLC | 0.13% | Add +389.8% | 267,896 | $56.1M |
| Truist Financial Corp. | 0.07% | Add +27.9% | 229,015 | $47.9M |
| HighTower Advisors, LLC | 0.05% | Add +3.6% | 195,957 | $41.0M |
| Citigroup Inc. | 0.03% | Add +296.0% | 195,254 | $40.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +33.6% | 194,676 | $40.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +0.2% | 183,398 | $38.4M |
| Bank of New York Mellon Corp | 0.01% | Add +4215.7% | 167,881 | $35.1M |
| Foundations Investment Advisors, LLC | 0.51% | New | 166,918 | $34.9M |
| JB Capital LLC | 1.43% | New | 158,190 | $33.1M |
| NewEdge Advisors, LLC | 0.15% | Add +449.3% | 154,564 | $32.3M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +42.8% | 150,409 | $31.5M |
| SPC Financial, Inc. | 2.44% | Add +17.8% | 149,415 | $31.3M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +2.3% | 143,684 | $30.6M |
| Aptus Capital Advisors, LLC | 0.27% | Add +14023.8% | 142,509 | $29.8M |
| Bank of Montreal | 0.01% | Add +6.3% | 124,953 | $26.1M |
| IFP Advisors, Inc | 0.62% | Add +5.3% | 114,181 | $23.9M |
| McElhenny Sheffield Capital Management, LLC | 5.40% | New | 108,981 | $22.8M |
| Quadrature Capital Ltd | 0.27% | New | 108,837 | $22.8M |
| Janney Capital Management LLC | 1.38% | Reduce -2.2% | 106,211 | $22.2M |
| MinichMacGregor Wealth Management, LLC | 4.29% | Add +24.7% | 105,210 | $22.0M |
| United Capital Financial Advisors, LLC | 0.15% | Add +6866.1% | 100,730 | $21.1M |
| Cadent Capital Advisors, LLC | 5.55% | Reduce -2.9% | 100,014 | $20.9M |
| Jones Financial Companies LLLP | 0.01% | Add +23.1% | 98,350 | $20.2M |
| Advisory Services Network, LLC | 0.29% | Add +22.8% | 94,747 | $19.8M |
| Baird Financial Group, Inc. | 0.03% | Add +5.7% | 92,476 | $19.4M |
| Ocean Park Asset Management, LLC | 0.78% | Add +81.0% | 90,844 | $19.0M |
| Atria Investments, Inc | 0.22% | Add +154.8% | 90,404 | $18.9M |
| Diversify Advisory Services, LLC | 0.60% | Add +3.5% | 83,261 | $17.9M |
| Prudential PLC | 0.12% | Reduce -7.3% | 76,300 | $16.0M |
| Thrivent Financial for Lutherans | 0.03% | Add +83.9% | 75,635 | $15.8M |
| Chicago Wealth Management, Inc. | 6.84% | Reduce -0.6% | 74,999 | $15.7M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +32.7% | 74,643 | $15.6M |
| Ferguson Wellman Capital Management, Inc. | 0.25% | Reduce -7.2% | 74,255 | $15.5M |
| Equitable Holdings, Inc. | 0.11% | Add +91.5% | 71,535 | $15.0M |
| TD Waterhouse Canada Inc. | 0.09% | Add +170.5% | 68,756 | $14.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +9.4% | 65,467 | $13.7M |
| Prospera Financial Services Inc | 0.23% | Reduce -2.5% | 65,084 | $13.6M |
| Surience Private Wealth LLC | 12.78% | Reduce -3.9% | 64,527 | $13.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +23.9% | 63,304 | $13.2M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +96.2% | 60,218 | $12.6M |
| Potomac Fund Management Inc. | 0.52% | Add +8.1% | 58,686 | $12.3M |
| Sanctuary Advisors, LLC | 0.07% | Add +163.8% | 56,980 | $11.9M |
| Private Advisor Group, LLC | 0.06% | Add +18.9% | 54,418 | $11.4M |
| Independent Financial Group, LLC | 0.27% | Add +13.2% | 52,984 | $11.1M |
| Icon Wealth Advisors, LLC | 0.74% | Add +3958.5% | 52,273 | $10.9M |
| Founders Financial Securities LLC | 0.73% | Reduce -4.2% | 51,628 | $10.8M |
| Mariner, LLC | 0.01% | Add +25.7% | 50,918 | $10.7M |
| WealthCare Investment Partners, LLC | 3.45% | Add +5.3% | 50,782 | $10.6M |
| US Bancorp \de | 0.01% | Add +387.3% | 50,118 | $10.5M |
| J.W. Cole Advisors, Inc. | 0.19% | Add +10.8% | 48,004 | $10.0M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +132.1% | 45,338 | $9.5M |
| Merit Financial Group, LLC | 0.09% | Add +49.5% | 44,398 | $9.3M |
| Arrien Investments, Inc. | 5.30% | Reduce -4.9% | 43,274 | $9.1M |
| Trek Financial, LLC | 0.52% | New | 42,125 | $8.8M |
| Susquehanna International Group, LLP | 0.01% | Add +13.3% | 41,043 | $8.6M |
| J. Goldman & Co LP | 0.31% | New | 39,054 | $8.2M |
| Creative Planning | 0.01% | Add +8.6% | 36,542 | $7.6M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -1.7% | 36,516 | $7.6M |
| FOCUS Wealth Advisors, LLC | 3.61% | Reduce -0.9% | 35,913 | $7.5M |
| Arkadios Wealth Advisors | 0.18% | Reduce -16.9% | 35,855 | $7.5M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +32.1% | 35,660 | $7.5M |
| MRA Advisory Group | 3.23% | Add +3.0% | 35,339 | $7.4M |
| Well Done, LLC | 1.25% | Add +4.0% | 35,165 | $7.4M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +7.0% | 35,097 | $7.3M |
| SteelPeak Wealth, LLC | 0.24% | New | 33,534 | $7.0M |
| Scotia Capital Inc. | 0.03% | Add +41.5% | 32,322 | $6.8M |
| Bank of Nova Scotia | 0.01% | Reduce -44.9% | 32,026 | $6.7M |
| VestGen Advisors, LLC | 0.21% | Add +102.7% | 30,563 | $6.4M |
| Yarbrough Capital, LLC | 0.20% | No change | 30,393 | $6.4M |
| 5th Street Advisors, LLC | 3.07% | Reduce -0.3% | 29,633 | $6.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +48.6% | 28,996 | $6.1M |
| Paragon Financial Partners, Inc. | 3.74% | Add +0.2% | 28,303 | $5.9M |
| Stonegate Management LLC | 3.88% | — | 27,958 | $5.9M |
| Wealth Alliance, LLC | 0.60% | Add +743.7% | 27,917 | $5.8M |
| Ignite Planners, LLC | 0.96% | Add +4.5% | 27,881 | $5.8M |
| BCS Private Wealth Management, Inc. | 2.01% | Add +4.5% | 26,865 | $5.6M |
| Bluesphere Advisors LLC | 2.55% | Reduce -3.5% | 26,594 | $5.6M |
| Littlejohn Financial Services, Inc. | 4.05% | Reduce -6.8% | 26,519 | $5.5M |
| WNY Asset Management, LLC | 0.53% | Add +19.7% | 26,365 | $5.5M |
| Principle Wealth Partners LLC | 0.32% | Add +0.0% | 26,337 | $5.5M |
| Summit Financial, LLC | 0.08% | Add +8.4% | 26,244 | $5.5M |
| Geneos Wealth Management Inc. | 0.14% | Reduce -1.6% | 25,895 | $5.4M |
| Blair William & Co. | 0.01% | Add +13.8% | 25,726 | $5.4M |
| First National Corp. /Ma/ | 1.01% | Add +24.6% | 25,386 | $5.3M |
| Stone House Investment Management, LLC | 0.89% | New | 25,224 | $5.3M |
| Richard Bernstein Advisors LLC | 0.15% | Reduce -4.2% | 25,090 | $5.3M |
| Mirae Asset Securities (usa) Inc. | 0.23% | New | 25,055 | $5.2M |
| Focus Partners Wealth | 0.01% | Add +6.3% | 24,714 | $5.2M |
| Lineweaver Wealth Advisors, LLC | 0.76% | New | 24,663 | $5.2M |
| Harbour Investments, Inc. | 0.12% | Add +16.7% | 24,371 | $5.1M |
| Fifth Third Securities, Inc. | 0.34% | Reduce -4.8% | 23,927 | $5.0M |
| Sharkey, Howes & Javer | 0.64% | New | 23,858 | $5.0M |
| Moody LYNN Lieberson & Walker, LLC | 0.27% | Add +44.4% | 23,827 | $5.0M |
| Bristlecone Advisors, LLC | 0.41% | Reduce -0.7% | 23,560 | $4.9M |
| Banque Pictet & Cie SA | 0.05% | Reduce -22.9% | 23,535 | $4.9M |
| Accel Wealth Management | 1.43% | Add +25.3% | 23,495 | $4.9M |
| Jane Street Group, LLC | 0.01% | Reduce -56.7% | 23,472 | $4.9M |
| Cottonwood Capital Advisors, LLC | 3.52% | Add +1.2% | 23,066 | $4.8M |
| BigSur Wealth Management LLC | 1.18% | Reduce -17.9% | 22,943 | $4.8M |
| Lido Advisors, LLC | 0.02% | Add +9.1% | 22,855 | $4.8M |
| Swmg, LLC | 1.43% | New | 21,956 | $4.7M |
| Snowden Capital Advisors LLC | 0.13% | Add +128.3% | 22,446 | $4.7M |
| WCG Wealth Advisors LLC | 0.29% | Add +11.4% | 22,193 | $4.6M |
| Capstone Wealth Management Group LLC | 2.95% | Add +0.6% | 22,094 | $4.6M |
| Apollon Wealth Management, LLC | 0.08% | Add +30.1% | 21,501 | $4.5M |
| Principal Securities, Inc. | 0.07% | Add +49.0% | 21,330 | $4.5M |
| Cerity Partners LLC | 0.01% | Reduce -14.2% | 21,317 | $4.5M |
| FMR LLC | 0.00% | Add +3.7% | 21,269 | $4.5M |
| Union Bancaire Privee, UBP SA | 0.06% | New | 3,400 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +3.5% | 21,223 | $4.4M |
| Financial Partners Group, Inc | 0.55% | Reduce -0.5% | 21,163 | $4.4M |
| Vicus Capital | 0.34% | Reduce -8.0% | 21,143 | $4.4M |
| High Falls Advisors, Inc | 0.90% | New | 20,980 | $4.4M |
| &partners | 0.03% | Add +111.2% | 20,807 | $4.4M |
| PAX Financial Group, LLC | 0.77% | New | 20,457 | $4.3M |
| Financial Advocates Investment Management | 2.35% | Reduce -1.8% | 19,979 | $4.2M |
| Main Street Financial Solutions, LLC | 0.27% | Reduce -3.1% | 19,905 | $4.2M |
| Tudor Financial Inc. | 2.21% | Add +1.8% | 19,841 | $4.2M |
| Csenge Advisory Group | 0.20% | Add +31.3% | 19,834 | $4.2M |
| Phoenix Financial Ltd. | 0.05% | Reduce -37.0% | 19,621 | $4.1M |
| Apollon Financial, LLC | 0.68% | Add +5.3% | 19,455 | $4.1M |
| Wolverine Trading, LLC | 0.08% | Reduce -21.2% | 19,622 | $4.0M |
| Evolution Wealth Advisors, LLC | 0.54% | Add +7.5% | 19,258 | $4.0M |
| TigerOak Management, L.L.C. | 1.22% | Reduce -5.4% | 18,715 | $3.9M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +7.3% | 18,683 | $3.9M |
| Sigma Planning Corp | 0.11% | Add +13.7% | 18,522 | $3.9M |
| Philadelphia Trust Co. | 0.27% | Reduce -0.5% | 18,324 | $3.8M |
| National Bank of Canada | 0.00% | Add +28.1% | 18,337 | $3.8M |
| Blue Trust, Inc. | 0.04% | Add +1838.3% | 18,007 | $3.8M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -14.6% | 17,778 | $3.7M |
| Waverly Advisors, LLC | 0.04% | Add +1.4% | 17,763 | $3.7M |
| Brookstone Capital Management | 0.04% | Add +412.6% | 17,696 | $3.7M |
| Guerra Advisors Inc | 1.36% | New | 17,643 | $3.7M |
| Herbst Group, LLC | 2.27% | Reduce -4.2% | 17,411 | $3.6M |
| Legacy Financial Group LLC | 0.47% | New | 17,183 | $3.6M |
| Global Retirement Partners, LLC | 0.08% | Add +57.1% | 16,858 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +62.7% | 16,782 | $3.5M |
| Steele Capital Management, Inc. | 0.15% | Add +43.7% | 16,477 | $3.4M |
| Patten & Patten Inc. | 0.20% | Add +53.8% | 16,469 | $3.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | New | 16,388 | $3.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +685.5% | 16,370 | $3.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.12% | Reduce -4.1% | 16,198 | $3.4M |
| Cary Street Partners Financial LLC | 0.09% | Reduce -42.2% | 16,065 | $3.4M |
| NorthRock Partners, LLC | 0.06% | New | 16,029 | $3.4M |
| Invst, LLC | 0.37% | New | 15,758 | $3.3M |
| Sharpepoint LLC | 2.97% | Reduce -8.6% | 15,737 | $3.3M |
| Vontobel Holding Ltd. | 0.01% | Reduce -2.1% | 15,569 | $3.3M |
| Spire Wealth Management | 0.11% | Reduce -16.8% | 15,298 | $3.2M |
| NewEdge Wealth, LLC | 0.05% | No change | 15,141 | $3.2M |
| Sovran Advisors, LLC | 0.28% | Add +181.8% | 14,548 | $3.1M |
| Game Plan Financial Advisors, LLC | 1.41% | Reduce -3.1% | 14,730 | $3.1M |
| Trilogy Capital Inc. | 0.14% | Add +2.4% | 14,638 | $3.1M |
| FSM Wealth Advisors, LLC | 0.43% | Reduce -1.4% | 14,632 | $3.1M |
| Mfa Wealth Advisors, LLC | 0.67% | Reduce -2.0% | 14,599 | $3.1M |
| Chilton Investment Co. Inc. | 0.06% | New | 14,500 | $3.0M |
| Ayalon Insurance Comp Ltd. | 0.76% | No change | 14,456 | $3.0M |
| RPg Family Wealth Advisory, LLC | 0.66% | Add +4.2% | 14,308 | $3.0M |
| Sunbelt Securities, Inc. | 0.20% | Reduce -5.6% | 14,189 | $3.0M |
| Regal Investment Advisors LLC | 0.19% | New | 14,125 | $3.0M |
| Barclays PLC | 0.00% | Reduce -83.7% | 14,029 | $2.9M |
| WealthShield Partners, LLC | 0.33% | Add +25600.0% | 13,878 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Add +18.2% | 13,793 | $2.9M |
| Certified Advisory Corp | 0.27% | Add +16.0% | 13,571 | $2.8M |
| Calton & Associates, Inc. | 0.43% | Add +33.5% | 13,545 | $2.8M |
| XTX Topco Ltd | 0.15% | New | 13,389 | $2.8M |
| Tandem Financial, LLC | 1.04% | Reduce -1.9% | 13,287 | $2.8M |
| Gateway Investment Advisers LLC | 0.03% | New | 13,205 | $2.8M |
| Great Diamond Partners, LLC | 0.53% | Reduce -0.8% | 12,957 | $2.7M |
| Whittier Trust Co. | 0.03% | Reduce -1.8% | 12,934 | $2.7M |
| BCGM Wealth Management, LLC | 0.69% | New | 12,728 | $2.7M |
| Regions Financial Corp. | 0.02% | Reduce -3.8% | 12,717 | $2.7M |
| Maxele Advisors, LLC | 2.28% | Add +8.5% | 12,640 | $2.6M |
| Heritage Oak Wealth Advisors LLC | 0.97% | Add +22.6% | 12,489 | $2.6M |
| Bulltick Wealth Management, LLC | 0.61% | New | 12,350 | $2.6M |
| ARS Investment Partners, LLC | 0.17% | Reduce -26.2% | 12,301 | $2.6M |
| Interactive Financial Advisors, Inc. | 1.39% | Reduce -39.6% | 12,280 | $2.6M |
| Jupiter Wealth Management LLC | 1.21% | Add +4.3% | 12,249 | $2.6M |
| Indie Asset Partners, LLC | 3.41% | Add +211.4% | 12,230 | $2.6M |
| Keebeck Wealth Management | 0.29% | New | 11,755 | $2.5M |
| Bay Harbor Wealth Management, LLC | 0.66% | New | 11,736 | $2.5M |
| Tidal Investments LLC | 0.01% | New | 11,667 | $2.4M |
| Mgo One Seven LLC | 0.06% | Add +46.8% | 11,652 | $2.4M |
| Winthrop Capital Management, LLC | 0.59% | Reduce -0.0% | 11,631 | $2.4M |
| Absolute Capital Management, LLC | 1.04% | Add +54.1% | 11,587 | $2.4M |
| JBR Co Financial Management Inc | 1.01% | No change | 11,407 | $2.4M |
| Walleye Trading LLC | 0.04% | Add +372.6% | 11,403 | $2.4M |
| IFG Advisory, LLC | 0.11% | Add +7.8% | 11,384 | $2.4M |
| Family Legacy, Inc. | 0.73% | Reduce -3.9% | 11,344 | $2.4M |
| Western Wealth Management, LLC | 0.12% | Add +11.8% | 11,198 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Add +41.2% | 11,157 | $2.3M |
| Fisher Asset Management | 0.00% | Reduce -4.2% | 11,100 | $2.3M |
| Prairie Wealth Advisors, Inc. | 0.93% | Reduce -0.3% | 10,821 | $2.3M |
| Apeiron RIA LLC | 0.51% | Add +197.8% | 10,741 | $2.2M |
| World Investment Advisors | 0.05% | Add +40.2% | 10,704 | $2.2M |
| Marshall & Sterling Wealth Advisors Inc. | 1.43% | Reduce -3.2% | 10,733 | $2.2M |
| Dumont & Blake Investment Advisors LLC | 0.54% | Reduce -1.1% | 10,636 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Add +15.4% | 10,504 | $2.2M |
| Sheets Smith Wealth Management | 0.25% | Add +0.0% | 10,378 | $2.2M |
| Capital Analysts, LLC | 0.06% | Add +7805.3% | 10,356 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +33.5% | 10,314 | $2.2M |
| Global Financial Private Client, LLC | 0.76% | Add +9.6% | 10,219 | $2.1M |
| Moulton Wealth Management, Inc. | 1.55% | Reduce -46.4% | 10,209 | $2.1M |
| Darwin Wealth Management, LLC | 0.66% | Add +2.7% | 9,935 | $2.1M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Reduce -13.8% | 9,894 | $2.1M |
| Cibc World Market Inc. | 0.00% | Reduce -2.6% | 9,846 | $2.1M |
| Lodestar Private Asset Management LLC | 0.21% | Reduce -2.4% | 9,838 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +94.3% | 9,807 | $2.1M |
| Cobblestone Asset Management LLC | 0.93% | New | 9,755 | $2.0M |
| Intrepid Financial Planning Group LLC | 0.78% | Reduce -0.7% | 9,728 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +47.1% | 9,684 | $2.0M |
| SS&H Financial Advisors, Inc. | 0.62% | No change | 9,675 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +93.8% | 9,640 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +378.3% | 9,605 | $2.0M |
| Kraft, Davis & Associates, LLC | 0.48% | Add +1.7% | 9,345 | $2.0M |
| Gotham Asset Management | 0.01% | No change | 9,489 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +4.5% | 9,474 | $2.0M |
| Focus Financial Network, Inc. | 0.07% | Add +10.1% | 9,462 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -2.6% | 9,390 | $2.0M |
| Moors & Cabot, Inc. | 0.09% | Add +8.8% | 9,361 | $2.0M |
| KM Capital Management Ltd. | 0.90% | New | 9,331 | $2.0M |
| Cardinal Point Capital Management ULC | 0.13% | No change | 9,170 | $1.9M |
| SigFig Wealth Management, LLC | 0.06% | New | 9,311 | $1.9M |
| Lee Johnson Capital Management, LLC | 0.63% | Add +0.6% | 9,073 | $1.9M |
| Global Assets Advisory, LLC | 0.56% | Add +11.7% | 9,047 | $1.9M |
| Owen LaRue, LLC | 0.74% | Add +0.1% | 9,013 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +2.0% | 9,005 | $1.9M |
| GTS Securities LLC | 0.07% | New | 8,994 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | Reduce -30.3% | 8,936 | $1.9M |
| Parallel Advisors, LLC | 0.03% | Reduce -3.4% | 8,737 | $1.8M |
| Somerset Group LLC | 1.44% | Reduce -0.4% | 8,702 | $1.8M |
| Modern Wealth Management, LLC | 0.04% | Add +376.9% | 8,698 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 8,675 | $1.8M |
| PFG Investments, LLC | 0.09% | Add +8.3% | 8,675 | $1.8M |
| Birmingham Capital Management Co. Inc. | 0.83% | Add +70.4% | 8,650 | $1.8M |
| PFG Advisors | 0.07% | New | 8,608 | $1.8M |
| Leigh Baldwin & Co., LLC | 1.01% | Add +4.2% | 8,559 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +49.8% | 8,546 | $1.8M |
| Beckerman Institutional, LLC | 1.05% | Add +7.3% | 8,521 | $1.8M |
| Insigneo Advisory Services, LLC | 0.12% | Add +5.0% | 8,430 | $1.8M |
| Artemis Wealth Advisors, LLC | 0.26% | Add +0.4% | 8,414 | $1.8M |
| Financial Management Professionals, Inc. | 0.18% | Reduce -8.9% | 8,369 | $1.8M |
| True Vision MN LLC | 0.91% | New | 8,356 | $1.7M |
| One Wealth Capital Management, LLC | 0.78% | New | 8,334 | $1.7M |
| Sowell Financial Services LLC | 0.07% | Add +1.3% | 8,327 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.20% | No change | 8,280 | $1.7M |
| Genesee Capital Advisors, LLC | 0.75% | Reduce -3.2% | 8,276 | $1.7M |
| Evoke Wealth, LLC | 0.04% | Add +0.2% | 8,270 | $1.7M |
| Massachusetts Wealth Management | 0.85% | Add +5.5% | 8,207 | $1.7M |
| Cornerstone Advisory, LLC | 0.17% | No change | 8,201 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +2.5% | 8,174 | $1.7M |
| Tsfg, LLC | 0.27% | Add +12242.4% | 8,146 | $1.7M |
| Compass Capital Corp. /Ma/ | 0.74% | Add +436.1% | 8,112 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Add +17.4% | 8,008 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | Add +23.9% | 8,005 | $1.7M |
| McGuire Investment Group, LLC | 0.19% | Reduce -0.4% | 7,926 | $1.7M |
| MAI Capital Management | 0.01% | Add +12.4% | 7,918 | $1.7M |
| Midwest Financial Network, LLC | 1.34% | New | 7,907 | $1.7M |
| FLC Capital Advisors | 0.32% | No change | 7,862 | $1.6M |
| Pacific Sun Financial Corp | 0.79% | Reduce -0.2% | 7,856 | $1.6M |
| Knoll Capital Management, LLC | 0.86% | No change | 7,650 | $1.6M |
| Sykon Capital LLC | 0.53% | Reduce -13.3% | 7,646 | $1.6M |
| Cypress Wealth Services, LLC | 0.26% | New | 7,604 | $1.6M |
| BridgePort Financial Solutions, LLC | 0.42% | New | 7,542 | $1.6M |
| Choreo, LLC | 0.02% | Add +0.0% | 7,528 | $1.6M |
| Twin Peaks Wealth Advisors, LLC | 0.54% | Add +6433.0% | 7,513 | $1.6M |
| Raleigh Capital Management Inc. | 0.60% | Add +748500.0% | 7,486 | $1.6M |
| Fidelis Capital Partners, LLC | 0.12% | No change | 7,470 | $1.6M |
| Essex Financial Services, Inc. | 0.09% | Add +2.1% | 7,440 | $1.6M |
| Archer Investment Management, LLC | 0.96% | New | 7,433 | $1.6M |
| EWG Elevate Inc. | 0.48% | New | 7,327 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Add +13.8% | 7,309 | $1.5M |
| Burns J W & Co. Inc. | 0.17% | Reduce -4.0% | 7,297 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Add +34.7% | 7,068 | $1.5M |
| RFG Advisory, LLC | 0.03% | Add +381.2% | 7,184 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +12.7% | 7,128 | $1.5M |
| Rollins Financial Advisors, LLC | 0.23% | Add +35.8% | 7,107 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -0.5% | 7,024 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +16.6% | 6,976 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +18.9% | 6,948 | $1.5M |
| Salomon & Ludwin, LLC | 0.13% | No change | 6,870 | $1.4M |
| WESPAC Advisors, LLC | 0.84% | Reduce -0.0% | 6,875 | $1.4M |
| Howard Wealth Management, LLC | 0.65% | Reduce -0.1% | 6,798 | $1.4M |
| Raab & Moskowitz Asset Management LLC | 0.32% | Reduce -0.6% | 6,766 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.15% | Reduce -2.5% | 6,504 | $1.4M |
| Ameritas Advisory Services, LLC | 0.09% | Add +81.5% | 6,654 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +7.1% | 6,614 | $1.4M |
| Gateway Wealth Partners, LLC | 0.19% | New | 6,580 | $1.4M |
| Independent Wealth Network Inc. | 0.44% | Reduce -11.5% | 6,548 | $1.4M |
| Joseph P. Lucia & Associates, LLC | 0.52% | Add +11.9% | 6,545 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +25.2% | 6,462 | $1.4M |
| Comerica Bank | 0.01% | Add +25.0% | 6,318 | $1.3M |
| WorthPointe, LLC | 0.49% | New | 6,307 | $1.3M |
| Interchange Capital Partners, LLC | 0.26% | Add +93.8% | 6,229 | $1.3M |
| Landaas & Co. /Wi | 0.30% | Add +10.3% | 6,223 | $1.3M |
| Crescent Grove Advisors, LLC | 0.12% | Add +5.2% | 6,208 | $1.3M |
| Tillman Hartley LLC | 0.33% | New | 6,130 | $1.3M |
| StoneX Group Inc. | 0.06% | Add +19.1% | 6,076 | $1.3M |
| Lantz Financial LLC | 0.28% | New | 6,057 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +7.3% | 5,992 | $1.3M |
| BlackDiamond Wealth Management, LLC | 0.68% | Add +431.5% | 5,932 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Add +6.9% | 5,686 | $1.2M |
| Ashton Thomas Securities, LLC | 0.17% | New | 5,906 | $1.2M |
| Avondale Wealth Management | 0.66% | No change | 5,900 | $1.2M |
| Allen Capital Group, LLC | 0.11% | Add +0.9% | 5,753 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.3% | 5,679 | $1.2M |
| FineMark National Bank & Trust | 0.04% | No change | 5,663 | $1.2M |
| Clear Creek Financial Management, LLC | 0.10% | New | 5,617 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +40.9% | 5,589 | $1.2M |
| Brookwood Investment Group LLC | 0.15% | Add +3.6% | 5,551 | $1.2M |
| Bfsg, LLC | 0.11% | New | 5,549 | $1.2M |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -0.1% | 5,546 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 5,517 | $1.2M |
| Retirement Wealth Solutions LLC | 0.76% | New | 5,503 | $1.2M |
| Sfmg, LLC | 0.08% | Add +20.1% | 5,423 | $1.1M |
| Spreng Capital Management, Inc. | 0.46% | Reduce -24.9% | 5,418 | $1.1M |
| Warner Financial, Inc. | 0.42% | Add +0.1% | 5,386 | $1.1M |
| First Heartland Consultants, Inc. | 0.09% | Add +86.9% | 5,381 | $1.1M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.48% | New | 5,363 | $1.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -0.4% | 5,322 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +95.3% | 5,319 | $1.1M |
| Realta Investment Advisors | 0.37% | Reduce -35.1% | 5,277 | $1.1M |
| Prepared Retirement Institute LLC | 0.57% | Add +37.1% | 5,200 | $1.1M |
| Wealth Quarterback LLC | 0.42% | Add +5.0% | 5,162 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +4.3% | 5,156 | $1.1M |
| Ring Mountain Capital, LLC | 0.59% | Add +2.0% | 5,122 | $1.1M |
| Marshall Wace, LLP | 0.00% | New | 5,100 | $1.1M |
| Rehmann Capital Advisory Group | 0.06% | Reduce -1.3% | 5,099 | $1.1M |
| Hoxton Planning & Management, LLC | 0.34% | New | 5,096 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +137.3% | 5,088 | $1.1M |
| Independent Advisor Alliance | 0.03% | Reduce -33.3% | 5,078 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Add +187.5% | 5,066 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +5.8% | 5,008 | $1.0M |
| Quattro Financial Advisors LLC | 0.33% | No change | 5,000 | $1.0M |
| Purus Wealth Management, LLC | 0.33% | Reduce -0.0% | 4,958 | $1.0M |
| Brendel Financial Advisors LLC | 0.53% | New | 4,913 | $1.0M |
| Barnes Wealth Management Group, Inc | 0.56% | New | 4,897 | $1.0M |
| Ibex Wealth Advisors | 0.10% | Add +0.2% | 4,874 | $1.0M |
| SeaBridge Investment Advisors LLC | 0.16% | Reduce -25.0% | 4,844 | $1.0M |
| Northern Trust Corp. | 0.00% | Add +54.1% | 4,829 | $1.0M |
| New Wave Wealth Advisors LLC | 0.39% | Add +22.9% | 4,783 | $1.0M |
| Hilltop Holdings Inc. | 0.05% | Add +6.9% | 4,773 | $999K |
| Ellerson Group Inc. | 0.62% | Reduce -0.7% | 4,759 | $996K |
| Tradition Wealth Management, LLC | 0.07% | Add +9.9% | 4,744 | $993K |
| Simplicity Wealth,LLC | 0.06% | New | 4,724 | $988K |
| International Assets Investment Management, LLC | 0.08% | No change | 5,317 | $984K |
| Avidian Wealth Enterprises, LLC | 0.04% | New | 4,685 | $980K |
| Wisconsin Wealth Advisors, LLC | 0.92% | Reduce -2.0% | 4,607 | $964K |
| Level Four Advisory Services, LLC | 0.03% | Add +65.8% | 4,603 | $963K |
| EPG Wealth Management LLC | 0.26% | Reduce -14.2% | 4,592 | $961K |
| Belpointe Asset Management LLC | 0.04% | Reduce -4.8% | 4,557 | $954K |
| Caprock Group, LLC | 0.02% | — | 4,804 | $953K |
| Fulcrum Equity Management | 0.96% | New | 4,553 | $953K |
| Charter Oak Capital Management, LLC | 0.07% | Add +0.5% | 4,548 | $952K |
| Stephen J. Garry & Associates, LLC | 0.75% | Add +212.0% | 4,509 | $944K |
| Financial Life Advisors | 0.30% | New | 4,446 | $930K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,442 | $930K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 4,439 | $929K |
| Firestone Capital Management | 0.20% | No change | 4,424 | $926K |
| Fusion Capital, LLC | 0.27% | Reduce -0.7% | 4,278 | $923K |
| Mitchell McLeod Pugh & Williams Inc. | 0.15% | Reduce -12.4% | 4,242 | $923K |
| Simplex Trading, LLC | 0.02% | Reduce -53.9% | 4,387 | $918K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +48.8% | 4,386 | $918K |
| WealthBridge Capital Management, LLC | 0.21% | Reduce -3.4% | 4,308 | $901K |
| Cornerstone Planning Group LLC | 0.14% | New | 4,177 | $899K |
| Pekin Hardy Strauss, Inc. | 0.09% | No change | 4,297 | $899K |
| Onyx Bridge Wealth Group LLC | 0.10% | Reduce -1.2% | 4,291 | $898K |
| CreativeOne Wealth, LLC | 0.02% | Add +18.5% | 4,275 | $895K |
| World Equity Group, Inc. | 0.20% | New | 4,250 | $889K |
| Commonwealth Retirement Investments LLC | 0.30% | New | 4,217 | $882K |
| Florida Financial Advisors, LLC | 0.27% | Reduce -50.1% | 4,212 | $882K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -3.0% | 4,210 | $881K |
| Ameliora Wealth Management Ltd. | 0.29% | No change | 4,210 | $881K |
| Avior Wealth Management, LLC | 0.03% | Add +8.7% | 4,194 | $878K |
| Silverlake Wealth Management LLC | 0.21% | Reduce -4.4% | 4,183 | $875K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.5% | 4,142 | $867K |
| Shared Vision Wealth Group LLC | 0.36% | New | 4,090 | $861K |
| Roxbury Financial LLC | 0.79% | Reduce -0.3% | 4,111 | $860K |
| Wealth Management Partners, LLC | 0.27% | Add +3.8% | 4,081 | $854K |
| Secure Asset Management, LLC | 0.14% | Reduce -1.9% | 4,035 | $844K |
| Integrity Alliance, Llc. | 0.04% | Add +25.6% | 4,033 | $844K |
| LM Advisors LLC | 0.12% | No change | 4,015 | $840K |
| V2 Financial group LLC | 0.46% | No change | 4,000 | $837K |
| GAMCO Investors | 0.01% | Add +100.0% | 4,000 | $837K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +1.6% | 3,993 | $836K |
| Private Trust Co. NA | 0.07% | Add +29.8% | 3,992 | $835K |
| Davis Wealth Advisors, LLC | 0.75% | New | 3,980 | $833K |
| Arete Wealth Advisors, LLC | 0.05% | Add +9.8% | 3,969 | $830K |
| NWF Advisory Services Inc. | 0.09% | Add +11.8% | 3,946 | $826K |
| Cypress Asset Management Inc. | 0.19% | Add +6.2% | 3,933 | $823K |
| Solstein Capital, LLC | 0.37% | No change | 3,879 | $812K |
| Keybank National Association | 0.00% | No change | 3,876 | $811K |
| Strategic Blueprint, LLC | 0.04% | Add +94.6% | 3,871 | $810K |
| KKM Financial LLC | 0.25% | Reduce -23.9% | 3,812 | $798K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -12.0% | 3,764 | $788K |
| Nvwm, LLC | 0.18% | Reduce -1.9% | 3,755 | $786K |
| Lake Street Private Wealth, LLC | 0.10% | Add +0.3% | 3,728 | $780K |
| RCS Financial Planning, LLC | 0.35% | New | 3,728 | $780K |
| Rational Advisors, Inc. | 0.08% | Add +0.7% | 3,703 | $775K |
| Quartz Partners, LLC | 0.28% | Add +5.8% | 3,692 | $773K |
| Blalock Williams, LLC | 0.68% | New | 3,689 | $772K |
| Axecap Investments, LLC | 0.48% | Add +0.8% | 3,682 | $770K |
| Mission Hills Financial Advisory, LLC | 0.41% | Reduce -0.3% | 3,680 | $770K |
| Rathbones Group PLC | 0.00% | Reduce -12.0% | 3,664 | $767K |
| Gen-Wealth Partners Inc | 0.26% | New | 3,642 | $762K |
| CRA Financial Services, LLC | 0.10% | Add +0.0% | 3,632 | $760K |
| Muirfield Wealth Advisors LLC | 0.56% | Add +0.4% | 3,623 | $758K |
| Assetmark, Inc. | 0.00% | Add +225.7% | 3,619 | $757K |
| Hudock, Inc. | 0.11% | Reduce -0.1% | 3,613 | $756K |
| Guardian Asset Advisors, LLC | 0.40% | Add +0.3% | 3,594 | $752K |
| Ackerman Asset Management, LLC | 0.54% | No change | 3,579 | $749K |
| Commerce Bank | 0.00% | No change | 3,578 | $749K |
| LifePlan Investment Advisors, Inc. | 0.31% | New | 3,577 | $749K |
| ORG Partners LLC | 0.14% | Add +133.6% | 3,445 | $747K |
| Nova Wealth Management, Inc. | 0.52% | Add +4.1% | 3,550 | $743K |
| MGB Wealth Management, LLC | 0.21% | No change | 3,524 | $734K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.0% | 3,478 | $727K |
| First Command Advisory Services, Inc. | 0.01% | Add +17.6% | 3,450 | $722K |
| One Wealth Advisors, LLC | 0.09% | New | 3,427 | $717K |
| JT Stratford LLC | 0.10% | Add +29.3% | 3,425 | $717K |
| Perigon Wealth Management, LLC | 0.01% | Add +76.1% | 3,411 | $714K |
| Centurion Wealth Management LLC | 0.16% | New | 3,398 | $711K |
| Schmidt P J Investment Management Inc. | 0.12% | Reduce -0.5% | 3,366 | $704K |
| CVA Family Office, LLC | 0.09% | No change | 3,320 | $695K |
| Verition Fund Management LLC | 0.00% | No change | 3,314 | $693K |
| Wealthgarden F.S. LLC | 0.49% | Add +6.1% | 3,272 | $686K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +34.7% | 3,261 | $682K |
| First Foundation Advisors | 0.02% | No change | 3,223 | $674K |
| Ritholtz Wealth Management | 0.01% | Add +33.1% | 3,220 | $674K |
| RMR Capital Management, LLC | 0.47% | Add +0.1% | 3,217 | $673K |
| Integrated Advisors Network LLC | 0.03% | Reduce -29.2% | 3,193 | $668K |
| JFS Wealth Advisors, LLC | 0.04% | Add +18564.7% | 3,173 | $664K |
| Vermillion Wealth Management, Inc. | 0.17% | Add +0.4% | 3,050 | $638K |
| Investment Partners Asset Management, Inc. | 0.42% | No change | 3,034 | $635K |
| Verus Capital Partners, LLC | 0.05% | New | 3,030 | $634K |
| Magnolia Capital Management Ltd. | 0.48% | No change | 3,015 | $631K |
| HRC Wealth Management, LLC | 0.31% | Reduce -0.5% | 2,994 | $627K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.4% | 2,988 | $625K |
| BFI Infinity Ltd. | 0.42% | No change | 2,987 | $624K |
| Midwest Trust Co | 0.01% | No change | 2,978 | $623K |
| Centaurus Financial, Inc. | 0.03% | Reduce -7.2% | 2,946 | $616K |
| Caldwell Trust Co | 0.06% | No change | 2,927 | $613K |
| Mullooly Asset Management, Inc. | 0.23% | Add +0.3% | 2,925 | $612K |
| Almanack Investment Partners, LLC. | 0.09% | Reduce -5.4% | 2,921 | $611K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +7.4% | 2,890 | $605K |
| Berkeley Capital Partners, LLC | 0.14% | Reduce -0.2% | 2,881 | $603K |
| Flaharty Asset Management, LLC | 0.08% | No change | 2,860 | $598K |
| Powell Investment Advisors, LLC | 0.21% | Add +54.2% | 2,845 | $595K |
| Cornerstone Management, Inc. | 0.10% | No change | 2,817 | $589K |
| Sovereign Financial Group, Inc. | 0.11% | New | 2,813 | $589K |
| Transcend Capital Advisors, LLC | 0.04% | New | 2,813 | $589K |
| Register Financial Advisors LLC | 0.23% | Add +2.8% | 2,809 | $588K |
| Plan Group Financial, LLC | 0.16% | Add +3.7% | 2,803 | $587K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +20.9% | 2,800 | $586K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +274.0% | 2,805 | $586K |
| Cahill Financial Advisors Inc. | 0.07% | Add +0.1% | 2,789 | $584K |
| Atlatl Advisers LLC | 0.23% | Add +102.5% | 2,785 | $583K |
| Composition Wealth, LLC | 0.01% | Reduce -0.3% | 2,770 | $580K |
| Cheviot Value Management, LLC | 0.06% | No change | 2,649 | $576K |
| Washington Growth Strategies LLC | 0.41% | Add +9.0% | 2,753 | $576K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -90.1% | 2,724 | $570K |
| Quantum Portfolio Management LLC | 0.17% | Add +66.4% | 2,698 | $565K |
| Synovus Financial Corp. | 0.01% | Add +81.7% | 2,684 | $562K |
| Pathstone Holdings, LLC | 0.00% | Add +1.3% | 2,686 | $562K |
| Blue Capital, Inc. | 0.42% | New | 2,674 | $560K |
| Symphony Financial, Ltd. Co. | 0.07% | Add +3.8% | 2,689 | $559K |
| Cathy Pareto & Associates, Inc. | 0.42% | Add +11.6% | 2,664 | $558K |
| New England Private Wealth Advisors LLC | 0.07% | Add +0.0% | 2,647 | $554K |
| YANKCOM Partnership | 0.24% | No change | 2,600 | $544K |
| Deutsche Bank AG | 0.00% | Reduce -40.5% | 2,578 | $539K |
| Tepp RIA, LLC | 0.61% | Reduce -1.1% | 2,567 | $537K |
| GeoWealth Management, LLC | 0.02% | New | 2,540 | $532K |
| Duncan Williams Asset Management, LLC | 0.15% | Add +0.0% | 2,534 | $530K |
| Symphony Financial Services, Inc. | 0.28% | Reduce -3.7% | 2,521 | $527K |
| First International Bank of Israel Ltd. | 0.30% | Add +6.1% | 2,512 | $526K |
| Round Rock Advisors LLC | 0.08% | New | 2,500 | $523K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Reduce -1.6% | 2,495 | $522K |
| Private Client Services, LLC | 0.17% | Reduce -11.6% | 2,479 | $519K |
| DRW Securities, LLC | 0.03% | No change | 2,462 | $515K |
| BCU Wealth Advisors, LLC | 0.21% | New | 2,441 | $511K |
| NorthCoast Asset Management LLC | 0.00% | Add +39.8% | 2,401 | $502K |
| Milestone Asset Management, LLC | 0.10% | Reduce -29.0% | 2,396 | $501K |
| Centerpoint Advisory Group | 0.39% | Add +72.7% | 2,395 | $501K |
| Meridian Wealth Management, LLC | 0.02% | Add +3.0% | 2,393 | $501K |
| Bramshill Investments, LLC | 0.03% | Reduce -38.6% | 2,390 | $500K |
| Sandbox Financial Partners, LLC | 0.14% | Add +15.7% | 2,383 | $499K |
| Darden Wealth Group Inc | 0.26% | Add +8.2% | 2,382 | $499K |
| Insight Advisors, LLC/ PA | 0.08% | Add +0.1% | 2,359 | $494K |
| Poehling Capital Management, INC. | 0.10% | No change | 2,350 | $492K |
| City Holding Co. | 0.06% | Reduce -37.6% | 2,350 | $492K |
| Purkiss Capital Advisors LLC | 0.23% | Add +46.3% | 2,344 | $491K |
| Wulff, Hansen & Co. | 0.42% | No change | 2,337 | $489K |
| Money Concepts Capital Corp. | 0.03% | Add +0.4% | 2,329 | $487K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +19.4% | 2,323 | $486K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.0% | 2,317 | $485K |
| Partners Wealth Management, LLC | 0.48% | Reduce -3.5% | 2,308 | $483K |
| Fullcircle Wealth LLC | 0.17% | New | 2,264 | $479K |
| Means Investment Co., Inc. | 0.04% | Reduce -0.1% | 2,283 | $478K |
| Lewis Asset Management, LLC | 0.20% | Add +0.1% | 2,271 | $475K |
| Narwhal Capital Management | 0.04% | No change | 2,260 | $473K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -2.2% | 2,256 | $472K |
| ELCO Management Co., LLC | 0.25% | Add +28.6% | 2,250 | $471K |
| Griffin Asset Management, Inc. | 0.05% | Reduce -2.8% | 2,229 | $466K |
| AdvisorNet Financial, Inc | 0.03% | Add +3.3% | 2,227 | $466K |
| Elevate Wealth Advisory, Inc. | 0.34% | No change | 2,217 | $464K |
| Global Trust Asset Management, LLC | 0.21% | Reduce -2.2% | 2,205 | $461K |
| Avalon Trust Co | 0.03% | No change | 2,192 | $459K |
| Copperleaf Capital, LLC | 0.22% | New | 2,168 | $454K |
| Traction Financial Partners, LLC | 0.28% | No change | 2,150 | $450K |
| Concorde Asset Management, LLC | 0.19% | — | 2,126 | $444K |
| Quantinno Capital Management LP | 0.00% | Add +10.4% | 2,111 | $442K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -0.7% | 2,105 | $440K |
| Alexander Labrunerie & Co., Inc. | 0.16% | Reduce -2.3% | 2,096 | $439K |
| Winebrenner Capital Management LLC | 0.31% | Add +4.7% | 2,082 | $436K |
| HCR Wealth Advisors | 0.04% | Reduce -6.7% | 2,069 | $433K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.1% | 2,065 | $432K |
| Coordinated Financial Services, Inc. | 0.28% | Reduce -0.1% | 2,059 | $431K |
| Krilogy Financial LLC | 0.02% | New | 2,037 | $427K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -2.4% | 2,025 | $424K |
| Visionary Wealth Advisors | 0.02% | Add +29.4% | 2,015 | $422K |
| Warner Group LLC | 0.29% | — | 2,013 | $421K |
| CGN Advisors LLC | 0.03% | New | 2,002 | $419K |
| Merrion Investment Management Co, LLC | 0.24% | Add +33.3% | 2,000 | $419K |
| Strategic Investment Solutions, Inc. | 0.11% | New | 1,987 | $416K |
| Mayfair Advisory Group, LLC | 0.18% | Add +0.1% | 1,981 | $414K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +4.0% | 1,970 | $412K |
| LPWM LLC | 0.11% | Add +0.3% | 1,964 | $411K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 1,954 | $409K |
| Glenmede Investment Management, LP | 0.00% | Reduce -11.4% | 1,950 | $408K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 1,945 | $407K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +22.4% | 1,931 | $404K |
| Burns Matteson Capital Management, LLC | 0.17% | Reduce -6.4% | 1,910 | $400K |
| Briaud Financial Planning Inc | 0.13% | Add +1.3% | 1,906 | $399K |
| Coppell Advisory Solutions LLC | 0.04% | Add +3.9% | 1,938 | $398K |
| Koshinski Asset Management, Inc. | 0.03% | Add +2.6% | 1,881 | $394K |
| Matauro, LLC | 0.06% | Reduce -5.5% | 1,855 | $388K |
| Providence First Trust Co | 0.13% | No change | 1,850 | $387K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 1,850 | $387K |
| Fiduciary Alliance LLC | 0.03% | Add +1.0% | 1,843 | $386K |
| TCFG Wealth Management, LLC | 0.15% | Add +3.4% | 1,820 | $381K |
| Obsidian Personal Planning Solutions LLC | 0.13% | No change | 1,761 | $380K |
| Axis Wealth Partners, LLC | 0.22% | Add +1.6% | 1,809 | $378K |
| Anson Capital, Inc. | 0.28% | Reduce -0.1% | 1,804 | $378K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +55.4% | 1,795 | $376K |
| Kesler, Norman & Wride, LLC | 0.07% | Reduce -1.2% | 2,581 | $375K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +8.1% | 1,792 | $375K |
| HB Wealth Management, LLC | 0.00% | Add +66.5% | 1,783 | $373K |
| L & S Advisors Inc | 0.04% | No change | 1,783 | $373K |
| Magnus Financial Group LLC | 0.03% | Add +11.0% | 1,782 | $373K |
| Ieq Capital, LLC | 0.00% | Reduce -21.7% | 1,743 | $365K |
| Keel Point, LLC | 0.02% | Reduce -0.5% | 1,730 | $362K |
| Coastal Bridge Advisors, LLC | 0.03% | No change | 1,729 | $362K |
| Harbor Investment Advisory, LLC | 0.03% | Add +10.7% | 1,715 | $359K |
| Fox Hill Wealth Management | 0.17% | Reduce -2.7% | 1,702 | $356K |
| Plotkin Financial Advisors, LLC | 0.18% | No change | 1,699 | $356K |
| Accelerate Investment Advisors LLC | 0.24% | New | 1,694 | $354K |
| Ascentis Wealth Management, LLC | 0.08% | No change | 1,689 | $353K |
| Kera Capital Partners, Inc. | 0.05% | No change | 1,666 | $349K |
| CX Institutional | 0.01% | Add +1670.2% | 1,664 | $348K |
| Journey Advisory Group, LLC | 0.03% | No change | 1,650 | $345K |
| Verity Asset Management, Inc. | 0.11% | Add +0.6% | 1,653 | $345K |
| Centric Wealth Management | 0.08% | Reduce -0.4% | 1,594 | $344K |
| Richmond Investment Services, LLC | 0.06% | New | 1,643 | $344K |
| Kovack Advisors, Inc. | 0.03% | Reduce -0.9% | 1,629 | $341K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 1,624 | $340K |
| TrueWealth Advisors, LLC | 0.09% | Add +10.0% | 1,607 | $336K |
| Dynamic Wealth Strategies, LLC | 0.22% | Reduce -27.0% | 1,597 | $334K |
| Fortitude Advisory Group L.L.C. | 0.18% | Reduce -16.9% | 1,584 | $331K |
| Accredited Investors Inc. | 0.02% | New | 1,575 | $330K |
| Mason & Associates Inc | 0.07% | Add +10.3% | 1,566 | $328K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +5.0% | 1,565 | $328K |
| Runnymede Capital Advisors, Inc. | 0.27% | Add +1.7% | 1,565 | $327K |
| Ascentis Independent Advisors | 0.06% | New | 1,558 | $326K |
| Rothschild Wealth LLC | 0.07% | New | 1,558 | $326K |
| Saxon Interests, Inc. | 0.13% | No change | 1,634 | $324K |
| W Advisors, LLC | 0.17% | New | 1,548 | $324K |
| Horizon Investments, LLC | 0.00% | Add +431.3% | 1,546 | $324K |
| Patron Partners, LLC | 0.15% | New | 1,538 | $322K |
| Callan Family Office, LLC | 0.01% | No change | 1,533 | $321K |
| Leeward Financial Partners, LLC | 0.09% | No change | 1,520 | $318K |
| Carter Financial Group, INC. | 0.19% | Add +0.4% | 1,514 | $317K |
| Endeavor Private Wealth, Inc. | 0.10% | New | 1,513 | $317K |
| Synergy Investment Management, LLC | 0.12% | Reduce -6.2% | 1,506 | $315K |
| Gruss & Co., LLC | 0.82% | No change | 1,500 | $314K |
| 10Elms LLP | 0.32% | Add +15.4% | 1,500 | $314K |
| Mackenzie Financial Corp. | 0.00% | Reduce -9.1% | 1,500 | $314K |
| JDM Financial Group LLC | 0.13% | Add +0.1% | 1,495 | $313K |
| Ironwood Financial, llc | 0.06% | New | 1,490 | $312K |
| Heritage Wealth Management, Inc. | 0.09% | Add +0.7% | 1,490 | $312K |
| Lifeworks Advisors, LLC | 0.04% | New | 1,488 | $311K |
| Collaborative Wealth Managment Inc. | 0.13% | No change | 1,485 | $311K |
| Swisher Financial Concepts, Inc. | 0.19% | No change | 1,480 | $310K |
| Mission Creek Capital Partners, Inc. | 0.06% | New | 1,462 | $306K |
| Vinland Capital Management Gestora de Recursos LTDA. | 3.94% | New | 1,460 | $306K |
| PCG Wealth Advisors, LLC | 0.09% | New | 1,456 | $305K |
| Natixis | 0.00% | New | 1,461 | $304K |
| Alteri Wealth LLC | 0.10% | Add +2.8% | 1,451 | $304K |
| Daymark Wealth Partners, LLC | 0.01% | Add +13.1% | 1,445 | $302K |
| Rockland Trust Co. | 0.01% | No change | 1,443 | $302K |
| Perennial Investment Advisors, LLC | 0.02% | New | 1,442 | $302K |
| Avantra Family Wealth, Inc. | 0.23% | New | 1,442 | $302K |
| LFA - Lugano Financial Advisors SA | 0.16% | No change | 1,437 | $301K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +13.1% | 1,436 | $301K |
| Franklin Resources Inc. | 0.00% | Add +2.9% | 1,429 | $299K |
| Unique Wealth, LLC | 0.04% | No change | 1,421 | $297K |
| Virtue Capital Management, LLC | 0.05% | Reduce -80.5% | 272 | $293K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | No change | 1,400 | $293K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 1,400 | $293K |
| Winthrop Advisory Group LLC | 0.03% | Add +0.3% | 1,394 | $292K |
| Grantvest Financial Group LLC | 0.20% | New | 1,379 | $289K |
| Glen Eagle Advisors, LLC | 0.04% | Add +2.3% | 1,373 | $287K |
| Kestra Investment Management, LLC | 0.01% | Add +2.1% | 1,356 | $284K |
| Cozad Asset Management Inc. | 0.02% | No change | 1,344 | $281K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 1,339 | $280K |
| Milestone Asset Management Group, LLC | 0.18% | Add +0.2% | 1,339 | $280K |
| Rockport Wealth LLC | 0.06% | No change | 1,337 | $280K |
| Weaver Consulting Group | 0.07% | Add +1.9% | 1,332 | $279K |
| Advantage Trust Co | 0.12% | No change | 1,318 | $276K |
| Edgestream Partners, L.P. | 0.01% | New | 1,301 | $272K |
| Ironwood Investment Counsel, LLC | 0.04% | Add +12.6% | 1,299 | $272K |
| Biltmore Family Office, LLC | 0.04% | No change | 1,299 | $272K |
| Nwam LLC | 0.01% | New | 1,296 | $272K |
| Neuberger Berman Group LLC | 0.00% | Reduce -18.8% | 1,291 | $270K |
| Liberty Wealth Management LLC | 0.04% | New | 1,291 | $270K |
| ONE Advisory Partners, LLC | 0.08% | New | 1,285 | $269K |
| Ballew Advisors, Inc | 0.15% | New | 1,275 | $269K |
| Two Sigma Securities, LLC | 0.04% | New | 1,271 | $266K |
| Gallagher Capital Advisors, LLC | 0.15% | Add +0.4% | 1,231 | $264K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 1,262 | $264K |
| Semus Wealth Partners LLC | 0.15% | New | 1,250 | $262K |
| Quadrant Capital Group LLC | 0.01% | New | 1,239 | $259K |
| TRUE Private Wealth Advisors | 0.03% | Add +3.5% | 1,234 | $258K |
| Aspire Private Capital, LLC | 0.06% | New | 1,227 | $257K |
| Werba Rubin Papier Wealth Management | 0.04% | Add +7.9% | 1,226 | $257K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.1% | 1,223 | $256K |
| Founders Financial Alliance, LLC | 0.05% | Add +275.9% | 1,214 | $254K |
| Diversified Trust Co. | 0.01% | Reduce -10.8% | 1,212 | $254K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +8.9% | 1,211 | $253K |
| Forza Wealth Management, LLC | 0.10% | New | 1,210 | $253K |
| Holderness Investments Co. | 0.05% | Add +1.7% | 1,208 | $253K |
| CVFG LLC | 0.18% | Add +12.7% | 1,200 | $251K |
| Eagle Global Advisors LLC | 0.01% | No change | 1,200 | $251K |
| United Advisor Group, LLC | 0.03% | New | 1,198 | $251K |
| Vigilare Wealth Management | 0.09% | Reduce -7.8% | 1,194 | $250K |
| Planning Directions Inc. | 0.13% | New | 1,188 | $249K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -0.1% | 1,185 | $248K |
| Guerra Pan Advisors, LLC | 0.15% | No change | 1,184 | $248K |
| Procyon Advisors, LLC | 0.01% | Add +2.0% | 1,182 | $247K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +6.2% | 1,181 | $247K |
| Lion Street Advisors, LLC | 0.09% | Reduce -20.5% | 2,358 | $246K |
| Global View Capital Management LLC | 0.05% | New | 1,165 | $244K |
| Valmark Advisers, Inc. | 0.00% | Add +6.6% | 1,162 | $243K |
| Medallion Wealth Advisors, LLC | 0.09% | Reduce -3.4% | 1,149 | $241K |
| Kirtland Hills Capital Management, LLC | 0.10% | Reduce -8.1% | 1,151 | $241K |
| Pure Portfolios Holdings LLC | 0.07% | Reduce -0.1% | 1,135 | $238K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 1,095 | $237K |
| IPG Investment Advisors LLC | 0.04% | Add +2.5% | 1,128 | $236K |
| Tidemark, LLC | 0.07% | Reduce -43.9% | 1,116 | $234K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.10% | New | 1,109 | $233K |
| Veracity Capital LLC | 0.07% | New | 1,108 | $232K |
| Signal Advisors Wealth, LLC | 0.02% | New | 1,101 | $230K |
| Montecito Bank & Trust | 0.04% | — | 1,096 | $229K |
| Stelac Advisory Services LLC | 0.08% | New | 1,090 | $228K |
| Sentinel Pension Advisors, LLC | 0.04% | Reduce -0.9% | 1,087 | $228K |
| Smith, Moore & Co. | 0.02% | New | 1,087 | $227K |
| Argent Trust Co | 0.01% | New | 1,081 | $226K |
| Y.D. More Investments Ltd | 0.01% | Reduce -19.6% | 1,081 | $225K |
| Invictus Private Wealth, LLC | 0.01% | Add +0.4% | 1,075 | $225K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +2.7% | 1,062 | $222K |
| Ancora Advisors LLC | 0.00% | No change | 1,062 | $222K |
| Three Cord True Wealth Management, LLC | 0.15% | New | 1,060 | $222K |
| First National Trust Co | 0.01% | New | 1,056 | $221K |
| Modera Wealth Management, LLC | 0.00% | New | 1,054 | $221K |
| Provenance Wealth Advisors, LLC | 0.03% | Add +31.8% | 1,052 | $220K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | New | 1,049 | $220K |
| Kelly Financial Services LLC | 0.06% | New | 1,048 | $219K |
| Firethorn Wealth Partners, LLC | 0.09% | New | 1,044 | $218K |
| Maltin Wealth Management, Inc. | 0.09% | New | 1,033 | $216K |
| AlTi Global, Inc. | 0.01% | New | 1,033 | $216K |
| Sax Wealth Advisors, LLC | 0.01% | New | 1,028 | $215K |
| USAdvisors Wealth Management, LLC | 0.07% | Reduce -6.5% | 1,016 | $212K |
| Compound Planning, Inc. | 0.01% | New | 1,013 | $212K |
| Ascent Group, LLC | 0.01% | New | 1,012 | $212K |
| Caerus Investment Advisors, LLC | 0.09% | New | 1,010 | $211K |
| Wealthcare Capital Partners, LLC | 0.10% | New | 1,009 | $211K |
| Choate Investment Advisors | 0.00% | Reduce -24.7% | 1,002 | $210K |
| HC Advisors, LLC | 0.15% | New | 1,000 | $209K |
| Segment Wealth Management, LLC | 0.01% | Reduce -39.0% | 1,000 | $209K |
| Titleist Asset Management, LLC | 0.02% | New | 994 | $208K |
| Two West Capital Advisors LLC | 0.12% | New | 951 | $206K |
| LexAurum Advisors, LLC | 0.03% | Reduce -38.5% | 984 | $206K |
| Embree Financial Group | 0.03% | New | 983 | $206K |
| ZynergyRetirementPlanningLLC | 0.13% | New | 964 | $202K |
| Zullo Investment Group, Inc. | 0.07% | New | 962 | $201K |
| Lanark Financial, Inc. | 0.02% | Add +4.5% | 933 | $195K |
| Russell Investments Group, Ltd. | 0.00% | Add +44.3% | 903 | $189K |
| Winch Advisory Services, LLC | 0.04% | Add +0.3% | 897 | $188K |
| Transamerica Financial Advisors, LLC | 0.02% | New | 886 | $185K |
| Mather Group, Llc. | 0.00% | New | 878 | $184K |
| Group One Trading LLC | 0.01% | Reduce -56.3% | 847 | $177K |
| Barnes Dennig Private Wealth Management LLC | 0.19% | No change | 831 | $174K |
| Evelyn Partners Investment Management Services Ltd | 0.02% | No change | 821 | $172K |
| City State Bank | 0.05% | Reduce -10.9% | 815 | $171K |
| Bellevue Asset Management, LLC | 0.08% | Add +0.3% | 808 | $169K |
| Barometer Capital Management Inc. | 0.04% | Add +9.7% | 790 | $165K |
| First Horizon Corp. | 0.01% | — | 754 | $158K |
| Mb, Levis & Associates, LLC | 0.07% | Reduce -14.1% | 751 | $157K |
| Bulwark Capital Corp | 0.12% | Reduce -9.9% | 750 | $157K |
| Missouri Trust & Investment Co | 0.05% | No change | 750 | $157K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.3% | 730 | $153K |
| Friedenthal Financial | 0.08% | Add +5.5% | 724 | $152K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 720 | $151K |
| Texas Capital Bancshares Inc | 0.06% | New | 716 | $150K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 662 | $138K |
| Wagner Wealth Management, LLC | 0.03% | Add +0.5% | 658 | $138K |
| Costello Asset Management, INC | 0.04% | Add +11.2% | 604 | $126K |
| Signaturefd, LLC | 0.00% | Add +34.6% | 603 | $126K |
| Evermay Wealth Management LLC | 0.01% | Reduce -2.7% | 582 | $122K |
| Trust Co. of Vermont | 0.01% | Add +91.7% | 575 | $120K |
| Mascoma Wealth Management LLC | 0.03% | Reduce -24.5% | 568 | $119K |
| Cape Investment Advisory, Inc. | 0.12% | New | 562 | $118K |
| NFSG Corp | 0.02% | Reduce -5.1% | 519 | $109K |
| Godsey & Gibb, Inc. | 0.01% | No change | 510 | $107K |
| Avion Wealth | 0.02% | No change | 504 | $105K |
| Cary Street Partners Investment Advisory LLC | 0.04% | New | 480 | $100K |
| Parkside Financial Bank & Trust | 0.01% | No change | 480 | $100K |
| Abound Wealth Management | 0.02% | Add +6.6% | 450 | $94K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 431 | $93K |
| Rothschild Investment LLC | 0.01% | No change | 435 | $91K |
| Atlantic Union Bankshares Corp | 0.00% | Add +157.6% | 425 | $89K |
| Consultiva Wealth Management, Corp. | 0.25% | Add +6.3% | 425 | $89K |
| Bernard Wealth Management Corp. | 0.04% | No change | 425 | $89K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 425 | $89K |
| WFA of San Diego, LLC | 0.06% | Reduce -9.2% | 423 | $89K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 417 | $87K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 412 | $86K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 410 | $86K |
| Clark Wealth Partners | 0.05% | Reduce -34.4% | 397 | $85K |
| Jackson Hole Capital Partners, LLC | 0.01% | New | 400 | $84K |
| Inlight Wealth Management, LLC | 0.04% | No change | 394 | $82K |
| Hughes Financial Services, LLC | 0.01% | No change | 385 | $81K |
| New Republic Capital, LLC | 0.02% | Add +309.8% | 377 | $79K |
| Salem Investment Counselors Inc. | 0.00% | Add +14.1% | 365 | $76K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $76K |
| Key Financial Inc | 0.01% | Add +73.9% | 360 | $75K |
| Oakworth Capital, Inc. | 0.00% | New | 350 | $73K |
| Hollencrest Capital Management | 0.00% | Reduce -25.3% | 316 | $66K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 315 | $66K |
| Kilter Group LLC | 0.03% | No change | 300 | $63K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 300 | $63K |
| Manchester Capital Management LLC | 0.01% | Reduce -40.0% | 300 | $63K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 300 | $63K |
| Redwood Park Advisors LLC | 0.05% | Add +0.3% | 291 | $61K |
| Montag A & Associates Inc. | 0.00% | New | 281 | $59K |
| Legacy Wealth Managment, LLC | 0.03% | New | 278 | $58K |
| Highline Wealth Partners LLC | 0.02% | Reduce -14.3% | 275 | $58K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 269 | $56K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -2.9% | 268 | $56K |
| Cypress Capital Management LLC (WY) | 0.05% | No change | 260 | $54K |
| Archer Investment Corp | 0.01% | No change | 260 | $54K |
| DT Investment Partners, LLC | 0.00% | New | 255 | $53K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 254 | $53K |
| WPG Advisers, LLC | 0.04% | No change | 250 | $52K |
| SYM FINANCIAL Corp | 0.01% | No change | 250 | $52K |
| AlphaCore Capital LLC | 0.00% | No change | 250 | $52K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 247 | $52K |
| Concord Wealth Partners | 0.01% | Add +0.4% | 245 | $51K |
| REAP Financial Group, LLC | 0.01% | Add +883.3% | 236 | $49K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 233 | $49K |
| Copia Wealth Management | 0.04% | No change | 233 | $49K |
| Fifth Third Bancorp | 0.00% | New | 233 | $49K |
| Golden State Wealth Management, LLC | 0.01% | Add +172.6% | 229 | $48K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 224 | $47K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 220 | $46K |
| Valley National Advisers Inc. | 0.01% | Add +4.4% | 212 | $44K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 209 | $44K |
| Creekmur Asset Management LLC | 0.01% | Reduce -3.7% | 209 | $44K |
| 1 North Wealth Services LLC | 0.02% | No change | 206 | $43K |
| Sound Income Strategies, LLC | 0.00% | Add +233.3% | 200 | $42K |
| Vestor Capital, LLC | 0.00% | New | 203 | $42K |
| Tucker Asset Management LLC | 0.01% | Reduce -6.5% | 200 | $42K |
| Asset Dedication, LLC | 0.00% | No change | 191 | $40K |
| Rialto Wealth Management, LLC | 0.01% | No change | 190 | $40K |
| Hager Investment Management Services, LLC | 0.02% | No change | 186 | $39K |
| TCTC Holdings, LLC | 0.00% | No change | 184 | $39K |
| Chung Wu Investment Group, LLC | 0.03% | New | 180 | $38K |
| N.E.W. Advisory Services LLC | 0.00% | Add +37.4% | 169 | $35K |
| Pflug Koory, LLC | 0.02% | No change | 160 | $33K |
| WealthCollab, LLC | 0.02% | No change | 160 | $33K |
| Glassman Wealth Services | 0.00% | No change | 150 | $31K |
| Bokf, NA | 0.00% | No change | 150 | $31K |
| Picton Mahoney Asset Management | 0.00% | No change | 150 | $31K |
| Colonial Trust Co / SC | 0.00% | No change | 150 | $31K |
| SRH Advisors, LLC | 0.01% | New | 142 | $30K |
| Dunhill Financial, LLC | 0.01% | Reduce -1.5% | 133 | $28K |
| Financial Consulate, Inc. | 0.00% | New | 132 | $28K |
| Aventura Private Wealth, LLC | 0.01% | Add +0.8% | 130 | $27K |
| Financially Speaking Inc | 0.02% | Reduce -99.5% | 126 | $26K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 125 | $26K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 125 | $26K |
| Fairscale Capital, LLC | 0.02% | No change | 123 | $26K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 123 | $26K |
| Ameriflex Group, Inc. | 0.01% | Reduce -83.4% | 112 | $24K |
| SWAN Capital LLC | 0.01% | New | 107 | $22K |
| LGT Financial Advisors LLC | 0.05% | New | 106 | $22K |
| Global Wealth Strategies & Associates | 0.01% | No change | 105 | $22K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 100 | $21K |
| Tortoise Investment Management, LLC | 0.00% | New | 100 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $21K |
| NBT Bank, N.A. | 0.00% | New | 209 | $21K |
| SouthState Bank Corp | 0.00% | No change | 100 | $21K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 95 | $20K |
| Team Financial Group, LLC | 0.01% | No change | 92 | $19K |
| Kiker Wealth Management, LLC | 0.01% | No change | 92 | $19K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +1.1% | 92 | $19K |
| Harbor Asset Planning, Inc. | 0.02% | Add +1.2% | 84 | $18K |
| PFS Partners, LLC | 0.01% | No change | 84 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Add +186.2% | 83 | $17K |
| Financial Life Planners | 0.01% | New | 78 | $16K |
| Matrix Private Capital Group LLC | 0.01% | No change | 75 | $16K |
| Anchor Investment Management, LLC | 0.00% | No change | 72 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 72 | $15K |
| Hantz Financial Services, Inc. | 0.00% | New | 70 | $15K |
| Abich Financial Wealth Management LLC | 0.00% | — | 63 | $13K |
| Belvedere Trading LLC | 0.00% | Reduce -89.3% | 63 | $13K |
| Heritage Wealth Advisors | 0.00% | No change | 62 | $13K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +15.2% | 53 | $11K |
| Pittenger & Anderson Inc. | 0.00% | New | 52 | $11K |
| Princeton Global Asset Management LLC | 0.00% | No change | 50 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 49 | $10K |
| Hanson & Doremus Investment Management | 0.00% | No change | 49 | $10K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 46 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 45 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 44 | $9K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 41 | $9K |
| Wolff Wiese Magana LLC | 0.00% | No change | 39 | $8K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 35 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 35 | $7K |
| St. Johns Investment Management Company, LLC | 0.00% | New | 35 | $7K |
| Webster Bank, N. A. | 0.00% | New | 35 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 32 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 31 | $6K |
| Colonial Trust Advisors | 0.00% | New | 30 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 24 | $5K |
| American National Bank & Trust | 0.00% | No change | 24 | $5K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 24 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 23 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 21 | $4K |
| Quent Capital, LLC | 0.00% | New | 19 | $4K |
| Pineridge Advisors LLC | 0.00% | No change | 15 | $3K |
| Trust Co. of Toledo NA | 0.00% | No change | 15 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 12 | $3K |
| WFA Asset Management Corp | 0.00% | No change | 17 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $2K |
| Ballast Advisors LLC | 0.00% | New | 11 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 10 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 8 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -96.2% | 8 | $2K |
| Caitlin John, LLC | 0.00% | New | 7 | $1K |
| Innovative Advisory Group, LLC | 0.00% | No change | 5 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 3 | $628 |
| McIlrath & Eck, LLC | 0.00% | New | 1 | $209 |
"% 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.