iShares U.S. Aerospace & DefITAETF
13F holders, Q4 2025 (December 31)989holders +106
102new positions
43sold out
6famous investors
$206.11avg. 13F price*
At the end of Q4 2025, 989 institutions reported holding iShares U.S. Aerospace & Def (ITA) in their 13F filings, up 106 from Q3 2025. 102 opened new positions and 43 sold out. The largest holders were Envestnet Asset Management Inc. ($1.0B), LPL Financial LLC ($676.8M) and Morgan Stanley ($642.7M). 6 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 Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares U.S. Aerospace & Def
- CUSIP
- 464288760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $132.0M |
| Exits | 43 | $78.0M |
All 13F filers, Q3 2025 → Q4 2025: 4,911,297 shares bought and 1,972,603 shares sold, net +2,938,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 989 holders
| Envestnet Asset Management Inc. | 0.30% | Reduce -1.3% | 4,715,975 | $1.0B |
| LPL Financial LLC | 0.19% | Add +11.5% | 3,152,397 | $676.8M |
| Morgan Stanley | 0.04% | Add +6.1% | 2,993,497 | $642.7M |
| Bank of America Corp. | 0.05% | Add +4.9% | 2,893,172 | $621.1M |
| Wells Fargo & Company | 0.05% | Add +13.2% | 1,270,586 | $272.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -12.0% | 772,378 | $165.8M |
| MML Investors Services, LLC | 0.38% | Add +11.5% | 725,035 | $155.7M |
| Raymond James Financial Inc. | 0.05% | Add +20.4% | 717,916 | $154.1M |
| JPMorgan Chase & Co. | 0.01% | Add +37.9% | 683,215 | $146.7M |
| UBS Group AG | 0.03% | Reduce -11.5% | 644,118 | $138.3M |
| Cetera Investment Advisers | 0.15% | Add +5.3% | 633,619 | $136.0M |
| Royal Bank of Canada | 0.02% | Reduce -0.1% | 499,801 | $107.3M |
| Park Avenue Securities LLC | 0.90% | Add +1.8% | 492,214 | $105.7M |
| BlackRock, Inc. | 0.00% | Add +1.1% | 461,396 | $99.1M |
| Cwm, LLC | 0.26% | Add +3.8% | 453,853 | $97.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +121.6% | 431,348 | $92.6M |
| Commonwealth Equity Services, LLC | 0.12% | Add +9.3% | 426,033 | $91.5M |
| Osaic Holdings, Inc. | 0.13% | Add +15.6% | 421,258 | $90.5M |
| Envestnet Portfolio Solutions, Inc. | 0.32% | Add +4.2% | 419,163 | $90.0M |
| Stifel Financial Corp. | 0.06% | Add +1.6% | 323,750 | $69.5M |
| Janney Montgomery Scott LLC | 0.14% | Add +5.8% | 283,487 | $60.9M |
| BNP Paribas Financial Markets | 0.04% | Reduce -71.2% | 262,706 | $56.4M |
| Truist Financial Corp. | 0.07% | Add +1.7% | 232,863 | $50.0M |
| Dynasty Wealth Management, LLC | 0.47% | New | 222,279 | $47.7M |
| Quadrature Capital Ltd | 0.48% | Add +102.0% | 219,883 | $47.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -34.1% | 197,194 | $42.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +3.3% | 189,484 | $40.7M |
| Bank of New York Mellon Corp | 0.01% | Add +7.5% | 180,402 | $38.7M |
| Foundations Investment Advisors, LLC | 0.50% | Add +5.3% | 175,822 | $37.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -10.8% | 174,700 | $37.5M |
| Citigroup Inc. | 0.03% | Reduce -10.7% | 174,345 | $37.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +11.8% | 168,136 | $36.1M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +5.9% | 152,196 | $35.0M |
| JB Capital LLC | 1.40% | Add +1.3% | 160,217 | $34.4M |
| NewEdge Advisors, LLC | 0.12% | Reduce -2.2% | 151,110 | $32.4M |
| AlphaCore Capital LLC | 0.69% | Add +57248.8% | 143,372 | $30.8M |
| Bank of Montreal | 0.01% | Add +10.0% | 137,433 | $29.5M |
| Jones Financial Companies LLLP | 0.02% | Add +33.0% | 130,775 | $28.1M |
| IFP Advisors, Inc | 0.55% | Reduce -0.5% | 113,629 | $24.4M |
| OpenArc Corporate Advisory, LLC | 0.40% | — | 113,293 | $24.3M |
| United Capital Financial Advisors, LLC | 0.14% | Add +4.7% | 105,433 | $22.6M |
| MinichMacGregor Wealth Management, LLC | 4.08% | Reduce -0.3% | 104,845 | $22.5M |
| Janney Capital Management LLC | 1.41% | Reduce -1.6% | 104,562 | $22.4M |
| Sagespring Wealth Partners, LLC | 0.40% | New | 101,887 | $21.9M |
| Baird Financial Group, Inc. | 0.03% | Add +8.1% | 99,958 | $21.5M |
| Equitable Holdings, Inc. | 0.14% | Add +35.4% | 96,826 | $20.8M |
| Cadent Capital Advisors, LLC | 5.46% | Reduce -3.7% | 96,288 | $20.7M |
| Diversify Advisory Services, LLC | 0.65% | Add +1.4% | 84,444 | $20.6M |
| Advisory Services Network, LLC | 0.29% | Reduce -0.5% | 94,239 | $20.2M |
| Atria Investments, Inc | 0.23% | Add +2.6% | 92,756 | $19.9M |
| Thrivent Financial for Lutherans | 0.04% | Add +19.3% | 90,224 | $19.5M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +21.5% | 90,665 | $19.5M |
| Mariner, LLC | 0.02% | Add +68.5% | 85,769 | $18.4M |
| Barometer Capital Management Inc. | 4.43% | Add +198555.7% | 1,569,380 | $18.4M |
| TD Waterhouse Canada Inc. | 0.11% | Add +20.4% | 82,763 | $17.7M |
| Chicago Wealth Management, Inc. | 6.49% | Add +0.3% | 75,244 | $16.2M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +23.4% | 74,297 | $16.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +10.7% | 70,044 | $15.0M |
| Ferguson Wellman Capital Management, Inc. | 0.23% | Reduce -8.3% | 68,102 | $14.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +3.3% | 67,630 | $14.5M |
| Prospera Financial Services Inc | 0.24% | Add +3.1% | 67,128 | $14.4M |
| Sanctuary Advisors, LLC | 0.07% | Add +10.4% | 62,912 | $13.5M |
| Jane Street Group, LLC | 0.01% | Add +147.8% | 58,167 | $12.5M |
| Private Advisor Group, LLC | 0.06% | Add +5.8% | 57,603 | $12.4M |
| Founders Financial Securities LLC | 0.73% | Add +11.3% | 57,490 | $12.3M |
| Independent Financial Group, LLC | 0.26% | Add +3.5% | 54,866 | $11.8M |
| Icon Wealth Advisors, LLC | 0.78% | Add +4.4% | 54,574 | $11.7M |
| WealthCare Investment Partners, LLC | 3.36% | Add +2.4% | 51,998 | $11.5M |
| US Bancorp \de | 0.01% | Add +4.9% | 52,564 | $11.3M |
| Citadel Advisors | 0.01% | New | 52,079 | $11.2M |
| Merit Financial Group, LLC | 0.09% | Add +16.3% | 51,654 | $11.1M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +10.5% | 50,103 | $10.8M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +25.6% | 44,806 | $9.6M |
| Arkadios Wealth Advisors | 0.17% | Add +10.6% | 39,664 | $8.5M |
| Well Done, LLC | 1.25% | Add +10.9% | 39,012 | $8.4M |
| Prudential PLC | 0.06% | Reduce -50.5% | 37,800 | $8.1M |
| GTS Securities LLC | 0.28% | Add +319.9% | 37,761 | $8.1M |
| MRA Advisory Group | 3.39% | Add +6.5% | 37,633 | $8.1M |
| Creative Planning | 0.01% | Add +2.9% | 37,602 | $8.1M |
| Scotia Capital Inc. | 0.03% | Add +14.8% | 37,122 | $8.0M |
| Oppenheimer & Co. Inc. | 0.11% | Add +1.2% | 36,961 | $7.9M |
| Integrated Wealth Concepts LLC | 0.09% | Add +25.7% | 36,445 | $7.8M |
| Ignite Planners, LLC | 1.19% | Add +19.7% | 33,373 | $7.8M |
| FOCUS Wealth Advisors, LLC | 3.55% | Reduce -1.1% | 35,511 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -17.9% | 33,711 | $7.2M |
| WCG Wealth Advisors LLC | 0.20% | Add +50.3% | 33,350 | $7.2M |
| Arrien Investments, Inc. | 4.02% | Reduce -23.4% | 33,166 | $7.1M |
| SteelPeak Wealth, LLC | 0.23% | Reduce -1.4% | 33,050 | $7.1M |
| Principal Securities, Inc. | 0.11% | Add +51.5% | 32,312 | $6.9M |
| Integrity Alliance, Llc. | 0.25% | Add +691.3% | 31,914 | $6.9M |
| Corient Private Wealth LP | 0.01% | Add +356.7% | 31,861 | $6.8M |
| NorthRock Partners, LLC | 0.11% | Add +97.0% | 31,580 | $6.8M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -12.2% | 30,827 | $6.6M |
| Yarbrough Capital, LLC | 0.20% | No change | 30,393 | $6.5M |
| Apollon Wealth Management, LLC | 0.11% | Add +39.8% | 30,060 | $6.5M |
| Western Wealth Management, LLC | 0.30% | Add +167.3% | 29,935 | $6.4M |
| 5th Street Advisors, LLC | 2.91% | Reduce -2.0% | 29,048 | $6.2M |
| EFG International AG | 0.12% | — | 29,021 | $6.2M |
| Global Retirement Partners, LLC | 0.11% | Add +71.3% | 28,883 | $6.2M |
| Wealth Alliance, LLC | 0.60% | Add +1.6% | 28,362 | $6.1M |
| Paragon Financial Partners, Inc. | 3.74% | No change | 28,303 | $6.1M |
| Stone House Investment Management, LLC | 0.94% | Add +11.7% | 28,174 | $6.0M |
| Sharkey, Howes & Javer | 0.77% | Add +17.6% | 28,049 | $6.0M |
| Focus Partners Wealth | 0.01% | Add +12.0% | 27,681 | $5.9M |
| Xcelsior Advisor Partners LLC | 2.84% | — | 27,222 | $5.8M |
| BCS Private Wealth Management, Inc. | 1.97% | Reduce -0.1% | 26,826 | $5.8M |
| Bluesphere Advisors LLC | 2.51% | Reduce -0.6% | 26,441 | $5.7M |
| Principle Wealth Partners LLC | 0.32% | Reduce -0.3% | 26,267 | $5.6M |
| Accel Wealth Management | 1.54% | Add +11.7% | 26,250 | $5.6M |
| Littlejohn Financial Services, Inc. | 4.12% | Reduce -1.8% | 26,036 | $5.6M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -1.7% | 25,453 | $5.5M |
| Blair William & Co. | 0.01% | Reduce -1.1% | 25,449 | $5.5M |
| Swmg, LLC | 1.50% | Add +5.3% | 23,118 | $5.4M |
| Lineweaver Wealth Advisors, LLC | 0.74% | Add +1.9% | 25,129 | $5.4M |
| PW Nova Financial Services LLC | 2.02% | — | 23,972 | $5.3M |
| PAX Financial Group, LLC | 0.91% | Add +20.5% | 24,643 | $5.3M |
| High Falls Advisors, Inc | 1.07% | Add +16.8% | 24,514 | $5.3M |
| Harbour Investments, Inc. | 0.11% | Reduce -0.1% | 24,343 | $5.2M |
| World Investment Advisors | 0.08% | Add +124.6% | 24,038 | $5.2M |
| &partners | 0.03% | Add +14.9% | 23,912 | $5.1M |
| Fifth Third Securities, Inc. | 0.34% | Reduce -0.2% | 23,887 | $5.1M |
| Cerity Partners LLC | 0.01% | Add +10.7% | 23,602 | $5.1M |
| Banque Pictet & Cie SA | 0.05% | No change | 23,535 | $5.0M |
| Cottonwood Capital Advisors, LLC | 3.58% | Add +1.4% | 23,389 | $5.0M |
| Summit Financial, LLC | 0.07% | Reduce -11.1% | 23,322 | $5.0M |
| FMR LLC | 0.00% | Add +9.3% | 23,251 | $5.0M |
| Financial Partners Group, Inc | 0.57% | Add +0.8% | 21,324 | $5.0M |
| BigSur Wealth Management LLC | 1.20% | Add +0.1% | 22,957 | $4.9M |
| Vicus Capital | 0.37% | Add +8.6% | 22,951 | $4.9M |
| Snowden Capital Advisors LLC | 0.13% | Add +1.3% | 22,738 | $4.9M |
| Ausdal Financial Partners, Inc. | 0.23% | Add +34.7% | 22,600 | $4.9M |
| Lido Advisors, LLC | 0.02% | Add +0.9% | 23,061 | $4.8M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +4.0% | 22,070 | $4.7M |
| Capstone Wealth Management Group LLC | 2.86% | Reduce -0.5% | 21,994 | $4.7M |
| VestGen Advisors, LLC | 0.20% | Reduce -29.6% | 21,523 | $4.6M |
| Kilter Group LLC | 2.03% | Add +7008.0% | 21,324 | $4.6M |
| Brookstone Capital Management | 0.05% | Add +18.9% | 21,040 | $4.5M |
| Steele Capital Management, Inc. | 0.19% | Add +27.3% | 20,977 | $4.5M |
| Csenge Advisory Group | 0.20% | Add +5.3% | 20,894 | $4.5M |
| Apollon Financial, LLC | 0.65% | Add +6.5% | 20,728 | $4.5M |
| Sigma Planning Corp | 0.12% | Reduce -1.4% | 18,263 | $4.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.23% | Reduce -15.9% | 20,047 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -22.9% | 37,037 | $4.3M |
| Rothschild Wealth LLC | 0.41% | Add +1176.8% | 19,892 | $4.3M |
| Patten & Patten Inc. | 0.25% | Add +19.2% | 19,637 | $4.2M |
| Phoenix Financial Ltd. | 0.05% | Reduce -0.1% | 19,593 | $4.2M |
| William John Sempolinski | 2.06% | — | 19,515 | $4.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +18.1% | 19,330 | $4.1M |
| Main Street Financial Solutions, LLC | 0.31% | Reduce -3.1% | 19,291 | $4.1M |
| Legacy Financial Group LLC | 0.51% | Add +5.3% | 18,098 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +0.3% | 18,733 | $4.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.48% | — | 18,584 | $4.0M |
| Financial Life Advisors | 1.23% | Add +317.6% | 18,568 | $4.0M |
| Herbst Group, LLC | 2.34% | Add +6.6% | 18,561 | $4.0M |
| National Bank of Canada | 0.00% | Add +0.4% | 18,404 | $3.9M |
| Ocean Park Asset Management, LLC | 0.18% | Reduce -80.0% | 18,130 | $3.9M |
| Philadelphia Trust Co. | 0.27% | Reduce -1.9% | 17,968 | $3.9M |
| TigerOak Management, L.L.C. | 1.18% | Reduce -4.0% | 17,957 | $3.9M |
| Tudor Financial Inc. | 1.97% | Reduce -9.8% | 17,900 | $3.8M |
| Trek Financial, LLC | 0.22% | Reduce -57.8% | 17,795 | $3.8M |
| Evolution Wealth Advisors, LLC | 0.38% | Reduce -7.8% | 17,748 | $3.8M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.2% | 17,728 | $3.8M |
| D.A. Davidson & Co. | 0.02% | Add +103.7% | 17,411 | $3.7M |
| Regal Investment Advisors LLC | 0.22% | Add +22.3% | 17,275 | $3.7M |
| Sovran Advisors, LLC | 0.31% | Add +2.5% | 14,905 | $3.6M |
| Blue Trust, Inc. | 0.04% | Reduce -7.7% | 16,627 | $3.6M |
| Moneta Group Investment Advisors LLC | 0.03% | New | 16,578 | $3.6M |
| Vontobel Holding Ltd. | 0.01% | Add +5.6% | 16,445 | $3.5M |
| Keystone Financial Services | 1.05% | New | 16,189 | $3.5M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +492.0% | 16,127 | $3.5M |
| Cary Street Partners Financial LLC | 0.09% | Reduce -0.1% | 16,055 | $3.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.12% | Reduce -1.3% | 15,992 | $3.4M |
| Wealthfront Advisers LLC | 0.01% | Add +15.2% | 15,883 | $3.4M |
| Mfa Wealth Advisors, LLC | 0.69% | Add +4.6% | 15,265 | $3.3M |
| Sharpepoint LLC | 1.96% | Reduce -3.3% | 15,211 | $3.3M |
| WealthShield Partners, LLC | 0.36% | Add +9.6% | 15,206 | $3.3M |
| NewEdge Wealth, LLC | 0.04% | Add +0.3% | 15,179 | $3.3M |
| EP Wealth Advisors, LLC | 0.02% | — | 15,105 | $3.2M |
| Assetmark, Inc. | 0.01% | Add +314.8% | 15,010 | $3.2M |
| Absolute Capital Management, LLC | 1.16% | Add +28.2% | 14,856 | $3.2M |
| Risk Paradigm Group, LLC | 3.07% | — | 14,845 | $3.2M |
| RPg Family Wealth Advisory, LLC | 0.70% | Add +3.8% | 14,845 | $3.2M |
| FSM Wealth Advisors, LLC | 0.43% | Add +1.2% | 14,806 | $3.2M |
| Invst, LLC | 0.34% | Reduce -7.0% | 14,658 | $3.1M |
| Trilogy Capital Inc. | 0.14% | Reduce -0.6% | 14,546 | $3.1M |
| Chilton Investment Co. Inc. | 0.07% | No change | 14,500 | $3.1M |
| Ayalon Insurance Comp Ltd. | 0.75% | No change | 14,456 | $3.1M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Add +37.6% | 14,457 | $3.1M |
| KM Capital Management Ltd. | 1.57% | Add +53.5% | 14,328 | $3.1M |
| Bank of Nova Scotia | 0.00% | Reduce -56.1% | 14,066 | $3.0M |
| Certified Advisory Corp | 0.27% | Add +3.3% | 14,016 | $3.0M |
| Tsfg, LLC | 0.44% | Add +69.3% | 13,794 | $3.0M |
| Mgo One Seven LLC | 0.06% | Add +18.3% | 13,781 | $3.0M |
| Sunbelt Securities, Inc. | 0.20% | Reduce -3.2% | 13,733 | $2.9M |
| Whittier Trust Co. | 0.03% | Reduce -1.1% | 12,794 | $2.9M |
| Calton & Associates, Inc. | 0.43% | Add +0.8% | 13,656 | $2.9M |
| Game Plan Financial Advisors, LLC | 1.25% | Reduce -9.4% | 13,352 | $2.9M |
| Jupiter Wealth Management LLC | 1.27% | No change | 12,249 | $2.8M |
| Maxele Advisors, LLC | 2.31% | Add +4.8% | 13,245 | $2.8M |
| Gateway Investment Advisers LLC | 0.03% | No change | 13,205 | $2.8M |
| St. Louis Financial Planners Asset Management, LLC | 1.73% | New | 13,143 | $2.8M |
| BCGM Wealth Management, LLC | 0.71% | Add +2.3% | 13,024 | $2.8M |
| Modern Wealth Management, LLC | 0.05% | Add +49.1% | 12,969 | $2.8M |
| Great Diamond Partners, LLC | 0.53% | Reduce -0.5% | 12,890 | $2.8M |
| Regions Financial Corp. | 0.02% | Reduce -0.4% | 12,669 | $2.7M |
| Keebeck Wealth Management | 0.31% | Add +7.4% | 12,626 | $2.7M |
| Diversify Wealth Management, LLC | 0.13% | New | 11,393 | $2.7M |
| Indie Asset Partners, LLC | 2.95% | Add +0.9% | 12,335 | $2.6M |
| Gotham Asset Management | 0.01% | Add +29.4% | 12,274 | $2.6M |
| Unique Wealth, LLC | 0.37% | Add +757.9% | 12,190 | $2.6M |
| Bay Harbor Wealth Management, LLC | 0.68% | Add +3.5% | 12,144 | $2.6M |
| Keel Point, LLC | 0.16% | Add +598.7% | 12,088 | $2.6M |
| ARS Investment Partners, LLC | 0.15% | Reduce -2.9% | 11,943 | $2.6M |
| Benjamin Edwards Inc. | 0.03% | Add +6.8% | 11,917 | $2.6M |
| Interactive Financial Advisors, Inc. | 1.63% | Reduce -4.2% | 11,768 | $2.5M |
| Apeiron RIA LLC | 0.50% | Reduce -0.3% | 10,710 | $2.5M |
| IFG Advisory, LLC | 0.11% | Add +0.8% | 11,478 | $2.5M |
| CDKV Holdings LLC | 2.06% | — | 11,459 | $2.5M |
| Cibc World Market Inc. | 0.00% | Add +15.6% | 11,386 | $2.4M |
| Fisher Asset Management | 0.00% | Add +2.5% | 11,382 | $2.4M |
| Spire Wealth Management | 0.08% | Reduce -25.6% | 11,376 | $2.4M |
| Family Legacy, Inc. | 0.73% | Reduce -0.0% | 11,340 | $2.4M |
| Winthrop Capital Management, LLC | 0.57% | Reduce -2.6% | 11,323 | $2.4M |
| Future Financial Wealth Managment LLC | 1.62% | Add +3273.0% | 10,119 | $2.4M |
| JBR Co Financial Management Inc | 1.00% | Reduce -2.0% | 11,182 | $2.4M |
| New Wave Wealth Advisors LLC | 0.86% | Add +130.0% | 11,000 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +5.4% | 10,873 | $2.3M |
| Focus Financial Network, Inc. | 0.08% | Add +13.4% | 10,731 | $2.3M |
| Dumont & Blake Investment Advisors LLC | 0.54% | Reduce -2.4% | 10,386 | $2.2M |
| Sheets Smith Wealth Management | 0.24% | No change | 10,378 | $2.2M |
| Beacon Bridge Wealth Partners, LLC | 0.74% | New | 10,326 | $2.2M |
| Capital Analysts, LLC | 0.06% | Reduce -0.5% | 10,308 | $2.2M |
| Patton Albertson Miller Group, LLC | 0.26% | New | 10,272 | $2.2M |
| Twin Peaks Wealth Advisors, LLC | 0.64% | Add +24.8% | 9,376 | $2.2M |
| Marshall & Sterling Wealth Advisors Inc. | 1.45% | Reduce -4.7% | 10,229 | $2.2M |
| Insigneo Advisory Services, LLC | 0.16% | Add +20.0% | 10,117 | $2.2M |
| Global Financial Private Client, LLC | 0.76% | Reduce -1.0% | 10,116 | $2.2M |
| LiftPoint Family Wealth Advisors LLC | 1.84% | — | 10,038 | $2.2M |
| Kraft, Davis & Associates, LLC | 0.48% | Reduce -3.6% | 9,011 | $2.1M |
| Tandem Financial, LLC | 2.58% | Add +10.7% | 14,712 | $2.1M |
| Moulton Wealth Management, Inc. | 2.02% | Reduce -6.2% | 9,577 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +4.4% | 9,890 | $2.1M |
| Lodestar Private Asset Management LLC | 0.21% | Reduce -0.5% | 9,791 | $2.1M |
| Cypress Wealth Services, LLC | 0.29% | Add +28.7% | 9,783 | $2.1M |
| PFG Investments, LLC | 0.10% | Add +12.6% | 9,765 | $2.1M |
| Advyzon Investment Management, LLC | 0.24% | New | 9,732 | $2.1M |
| Intrepid Financial Planning Group LLC | 0.79% | Reduce -0.0% | 9,724 | $2.1M |
| Breachway Investments LLC | 2.20% | — | 9,703 | $2.1M |
| Cobblestone Asset Management LLC | 0.93% | Reduce -0.8% | 9,682 | $2.1M |
| SS&H Financial Advisors, Inc. | 0.61% | No change | 9,675 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +0.1% | 9,647 | $2.1M |
| Darwin Wealth Management, LLC | 0.64% | Reduce -3.0% | 9,640 | $2.1M |
| Endeavor Private Wealth, Inc. | 0.59% | Add +533.6% | 9,587 | $2.1M |
| Parallel Advisors, LLC | 0.04% | Add +9.4% | 9,560 | $2.1M |
| Axxcess Wealth Management, LLC | 0.04% | New | 9,552 | $2.1M |
| SigFig Wealth Management, LLC | 0.06% | Add +2.0% | 9,498 | $2.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +113.5% | 9,485 | $2.0M |
| Compass Capital Corp. /Ma/ | 0.77% | Add +8.9% | 8,834 | $2.0M |
| Moors & Cabot, Inc. | 0.09% | Reduce -0.0% | 9,360 | $2.0M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Reduce -5.5% | 9,345 | $2.0M |
| PFG Advisors | 0.10% | Add +8.3% | 9,325 | $2.0M |
| Somerset Group LLC | 1.50% | Add +1.2% | 8,808 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -1.8% | 9,226 | $2.0M |
| Cardinal Point Capital Management ULC | 0.13% | No change | 9,170 | $2.0M |
| HRT Financial LP | 0.01% | New | 9,160 | $2.0M |
| Heritage Oak Wealth Advisors LLC | 0.73% | Reduce -26.8% | 9,148 | $2.0M |
| Global Assets Advisory, LLC | 0.55% | Reduce -0.2% | 9,025 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -8.8% | 8,944 | $1.9M |
| Centerline Wealth Advisors, LLC | 0.69% | New | 8,907 | $1.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.23% | Add +171.9% | 8,866 | $1.9M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -50.5% | 8,796 | $1.9M |
| Birmingham Capital Management Co. Inc. | 0.82% | No change | 8,650 | $1.9M |
| Kovack Advisors, Inc. | 0.09% | Add +430.8% | 8,647 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +5.5% | 8,627 | $1.9M |
| Lee Johnson Capital Management, LLC | 0.63% | Reduce -5.3% | 8,593 | $1.8M |
| Clear Creek Financial Management, LLC | 0.15% | Add +52.7% | 8,576 | $1.8M |
| One Wealth Capital Management, LLC | 0.78% | Add +2.4% | 8,532 | $1.8M |
| Beckerman Institutional, LLC | 1.03% | Add +0.1% | 8,525 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.3% | 8,513 | $1.8M |
| Artemis Wealth Advisors, LLC | 0.30% | No change | 8,414 | $1.8M |
| Owen LaRue, LLC | 0.69% | Reduce -6.7% | 8,412 | $1.8M |
| True Vision MN LLC | 0.91% | Add +0.3% | 8,385 | $1.8M |
| Midwest Financial Network, LLC | 1.38% | Add +5.6% | 8,353 | $1.8M |
| Vision Retirement, LLC | 0.48% | — | 8,334 | $1.8M |
| Financial Management Professionals, Inc. | 0.18% | Reduce -0.4% | 8,332 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -13.3% | 8,331 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.20% | No change | 8,280 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Reduce -0.6% | 8,279 | $1.8M |
| Evoke Wealth, LLC | 0.03% | No change | 8,270 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -15.1% | 8,220 | $1.8M |
| Polaris Investment Advisors, LLC | 1.26% | — | 8,101 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -10.2% | 8,087 | $1.7M |
| Genesee Capital Advisors, LLC | 0.69% | Reduce -3.2% | 8,014 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Add +43.3% | 8,010 | $1.7M |
| Massachusetts Wealth Management | 0.80% | Reduce -2.6% | 7,992 | $1.7M |
| Teucrium Investment Advisors, LLC | 1.88% | — | 7,971 | $1.7M |
| MAI Capital Management | 0.01% | Reduce -0.2% | 7,903 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.4% | 7,896 | $1.7M |
| Pacific Sun Financial Corp | 0.82% | Add +0.4% | 7,886 | $1.7M |
| FLC Capital Advisors | 0.31% | No change | 7,862 | $1.7M |
| McGuire Investment Group, LLC | 0.18% | Reduce -1.0% | 7,847 | $1.7M |
| Cornerstone Advisory, LLC | 0.16% | Reduce -6.1% | 7,701 | $1.7M |
| Castle Rock Wealth Management, LLC | 0.36% | New | 7,119 | $1.6M |
| Sykon Capital LLC | 0.53% | Add +0.2% | 7,660 | $1.6M |
| Wagner Wealth Management, Corp | 1.62% | — | 7,657 | $1.6M |
| Knoll Capital Management, LLC | 0.75% | No change | 7,650 | $1.6M |
| BlackDiamond Wealth Management, LLC | 0.80% | Add +17.5% | 6,969 | $1.6M |
| Odyssey Capital Advisors, Inc. | 1.44% | — | 7,565 | $1.6M |
| RFG Advisory, LLC | 0.03% | Add +5.2% | 7,554 | $1.6M |
| Essex Financial Services, Inc. | 0.09% | Add +1.1% | 7,524 | $1.6M |
| SBI Okasan Asset Management Co.Ltd. | 0.09% | — | 7,430 | $1.6M |
| BridgePort Financial Solutions, LLC | 0.43% | Reduce -0.6% | 7,496 | $1.6M |
| Fidelis Capital Partners, LLC | 0.12% | No change | 7,470 | $1.6M |
| Gateway Wealth Partners, LLC | 0.18% | Add +12.8% | 7,420 | $1.6M |
| Balyasny Asset Management L.P. | 0.00% | New | 7,400 | $1.6M |
| Keystone Financial Group | 0.12% | New | 7,337 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +2.8% | 7,324 | $1.6M |
| Burns J W & Co. Inc. | 0.17% | Reduce -0.1% | 7,287 | $1.6M |
| Salomon & Ludwin, LLC | 0.14% | No change | 6,870 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +11.9% | 7,232 | $1.6M |
| Stephens Inc. | 0.02% | Add +2.9% | 7,224 | $1.6M |
| J. Goldman & Co LP | 0.06% | Reduce -81.5% | 7,204 | $1.5M |
| Asset One Wealth Management LLC | 0.21% | — | 6,671 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +7.8% | 7,131 | $1.5M |
| Ridgeline Wealth Planning, LLC | 1.08% | New | 7,042 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +160.8% | 7,006 | $1.5M |
| Comerica Bank | 0.01% | Add +10.1% | 6,958 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +21.5% | 6,899 | $1.5M |
| FineMark National Bank & Trust | 0.05% | Add +21.0% | 6,852 | $1.5M |
| Lantz Financial LLC | 0.31% | Add +13.0% | 6,844 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +41.5% | 6,835 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -10.9% | 6,707 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -8.6% | 6,684 | $1.4M |
| Independent Wealth Network Inc. | 0.44% | Add +2.0% | 6,677 | $1.4M |
| Gen-Wealth Partners Inc | 0.46% | Add +83.3% | 6,677 | $1.4M |
| Prepared Retirement Institute LLC | 0.72% | Add +28.4% | 6,675 | $1.4M |
| Joseph P. Lucia & Associates, LLC | 0.52% | Add +1.6% | 6,653 | $1.4M |
| Total Wealth Planning & Management, Inc. | 1.12% | — | 6,597 | $1.4M |
| Howard Wealth Management, LLC | 0.62% | Reduce -3.0% | 6,594 | $1.4M |
| Raab & Moskowitz Asset Management LLC | 0.31% | Reduce -2.8% | 6,576 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Reduce -5.9% | 6,540 | $1.4M |
| Strategic Investment Solutions, Inc. | 0.33% | Add +225.8% | 6,473 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Reduce -9.3% | 6,410 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.14% | Reduce -7.8% | 5,999 | $1.4M |
| Tidal Investments LLC | 0.01% | Reduce -45.8% | 6,320 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +5.2% | 6,304 | $1.4M |
| Landaas & Co. /Wi | 0.29% | No change | 6,223 | $1.3M |
| Ring Mountain Capital, LLC | 0.67% | Add +4.5% | 5,352 | $1.3M |
| Interchange Capital Partners, LLC | 0.24% | Reduce -3.0% | 6,043 | $1.3M |
| Crescent Grove Advisors, LLC | 0.12% | Reduce -2.7% | 6,040 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.06% | New | 5,973 | $1.3M |
| Brookwood Investment Group LLC | 0.15% | Add +7.1% | 5,947 | $1.3M |
| Allen Capital Group, LLC | 0.12% | Add +3.3% | 5,943 | $1.3M |
| Avondale Wealth Management | 0.65% | No change | 5,900 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +10.1% | 5,856 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -5.9% | 5,348 | $1.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Add +9.6% | 5,832 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +15.6% | 5,791 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Add +37.7% | 5,774 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -33.6% | 5,762 | $1.2M |
| Retirement Wealth Solutions LLC | 0.77% | Add +3.4% | 5,692 | $1.2M |
| Portfolio Resources Advisor Group, Inc. | 1.22% | — | 5,672 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | New | 5,620 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Add +9.8% | 5,565 | $1.2M |
| MCF Advisors LLC | 0.07% | New | 5,555 | $1.2M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.52% | Add +2.1% | 5,474 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 5,505 | $1.2M |
| StoneX Group Inc. | 0.05% | Reduce -10.5% | 5,437 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +177.7% | 5,427 | $1.2M |
| Sfmg, LLC | 0.08% | No change | 5,423 | $1.2M |
| Spreng Capital Management, Inc. | 0.46% | No change | 5,418 | $1.2M |
| Warner Financial, Inc. | 0.40% | No change | 5,386 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Add +16.9% | 5,379 | $1.2M |
| Rollins Financial Advisors, LLC | 0.17% | Reduce -24.4% | 5,371 | $1.2M |
| Bfsg, LLC | 0.11% | Reduce -4.0% | 5,328 | $1.1M |
| Realta Investment Advisors | 0.38% | Add +0.9% | 5,327 | $1.1M |
| First Heartland Consultants, Inc. | 0.09% | Reduce -1.1% | 5,322 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +3.0% | 5,309 | $1.1M |
| Archer Investment Management, LLC | 0.60% | Reduce -29.7% | 5,225 | $1.1M |
| Independent Advisor Alliance | 0.03% | Add +2.4% | 5,198 | $1.1M |
| Hoxton Planning & Management, LLC | 0.33% | Add +1.7% | 5,183 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.6% | 5,119 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +7.2% | 5,118 | $1.1M |
| Rehmann Capital Advisory Group | 0.06% | No change | 5,099 | $1.1M |
| Quadcap Wealth Management, LLC | 0.12% | Reduce -9.5% | 5,021 | $1.1M |
| Simplicity Wealth,LLC | 0.06% | Add +6.0% | 5,007 | $1.1M |
| Quattro Financial Advisors LLC | 0.32% | No change | 5,000 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Reduce -6.3% | 4,984 | $1.1M |
| Purus Wealth Management, LLC | 0.33% | Reduce -0.3% | 4,943 | $1.1M |
| Ellerson Group Inc. | 0.71% | Add +3.1% | 4,909 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +4.8% | 4,909 | $1.1M |
| Barnes Wealth Management Group, Inc | 0.56% | Reduce -0.0% | 4,896 | $1.1M |
| Shared Vision Wealth Group LLC | 0.42% | Add +9.9% | 4,497 | $1.0M |
| Leigh Baldwin & Co., LLC | 0.69% | Reduce -43.1% | 4,866 | $1.0M |
| Cornerstone Planning Group LLC | 0.16% | Add +6.9% | 4,467 | $1.0M |
| Stephen J. Garry & Associates, LLC | 0.83% | Add +7.5% | 4,849 | $1.0M |
| Caprock Group, LLC | 0.02% | Add +0.5% | 4,829 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +16.5% | 4,825 | $1.0M |
| SeaBridge Investment Advisors LLC | 0.17% | Reduce -1.0% | 4,796 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Add +12.1% | 4,791 | $1.0M |
| Evergreen Wealth Partners LLC | 0.86% | — | 4,760 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +12.7% | 4,746 | $1.0M |
| Tradition Wealth Management, LLC | 0.07% | No change | 4,744 | $1.0M |
| Simplex Trading, LLC | 0.03% | Add +7.8% | 4,727 | $1.0M |
| Commonwealth Retirement Investments LLC | 0.33% | Add +12.0% | 4,722 | $1.0M |
| Charter Oak Capital Management, LLC | 0.08% | Add +2.8% | 4,673 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.07% | Add +6.4% | 4,668 | $1.0M |
| Northland Securities, Inc. | 0.96% | — | 4,635 | $995K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -48.2% | 4,627 | $993K |
| Safe Harbor Fiduciary, LLC | 0.88% | — | 4,624 | $993K |
| Mitchell McLeod Pugh & Williams Inc. | 0.14% | No change | 4,242 | $992K |
| EPG Wealth Management LLC | 0.27% | Add +0.1% | 4,599 | $987K |
| Wealth Management Partners, LLC | 0.28% | Add +12.7% | 4,599 | $987K |
| Brendel Financial Advisors LLC | 0.48% | Reduce -6.5% | 4,593 | $986K |
| Muirfield Wealth Advisors LLC | 0.72% | Add +26.6% | 4,588 | $985K |
| Wisconsin Wealth Advisors, LLC | 0.96% | Reduce -0.9% | 4,564 | $980K |
| ATLas Financial Planning LLC | 0.96% | — | 4,550 | $977K |
| NWF Advisory Services Inc. | 0.11% | Add +14.8% | 4,531 | $973K |
| Davis Wealth Advisors, LLC | 0.80% | Add +12.4% | 4,474 | $961K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -0.3% | 4,426 | $950K |
| Firestone Capital Management | 0.20% | No change | 4,424 | $950K |
| ORG Partners LLC | 0.17% | Add +28.2% | 4,417 | $948K |
| Blalock Williams, LLC | 0.76% | Add +19.7% | 4,416 | $948K |
| Jump Financial, LLC | 0.01% | New | 4,398 | $944K |
| Eddie Patel Inc | 0.70% | — | 4,376 | $940K |
| Belpointe Asset Management LLC | 0.03% | Reduce -4.3% | 4,361 | $936K |
| Secure Asset Management, LLC | 0.15% | Add +7.3% | 4,328 | $929K |
| Wealth Quarterback LLC | 0.33% | Reduce -16.7% | 4,299 | $923K |
| Silverlake Wealth Management LLC | 0.21% | Add +2.6% | 4,292 | $921K |
| Intesa Sanpaolo Wealth Management | 0.19% | — | 4,289 | $921K |
| Fusion Capital, LLC | 0.26% | No change | 4,278 | $918K |
| Axecap Investments, LLC | 0.56% | Add +15.9% | 4,267 | $916K |
| Onyx Bridge Wealth Group LLC | 0.10% | Reduce -0.8% | 4,257 | $914K |
| RCS Financial Planning, LLC | 0.39% | Add +14.1% | 4,253 | $913K |
| Lake Street Private Wealth, LLC | 0.11% | Add +13.9% | 4,247 | $912K |
| Clearwave Capital, LLC | 0.67% | — | 4,218 | $906K |
| Ameliora Wealth Management Ltd. | 0.28% | No change | 4,210 | $904K |
| Roxbury Financial LLC | 0.80% | Add +0.9% | 4,149 | $891K |
| Alterna Wealth Management, Inc. | 0.73% | New | 4,076 | $875K |
| Solstein Capital, LLC | 0.35% | Add +4.8% | 4,065 | $873K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +16.0% | 4,036 | $866K |
| Pekin Hardy Strauss, Inc. | 0.08% | Reduce -6.4% | 4,022 | $863K |
| Keybank National Association | 0.00% | Add +3.4% | 4,007 | $860K |
| V2 Financial group LLC | 0.42% | No change | 4,000 | $859K |
| GAMCO Investors | 0.01% | No change | 4,000 | $859K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -40.1% | 3,987 | $856K |
| Perigon Wealth Management, LLC | 0.02% | Add +16.7% | 3,981 | $855K |
| Centurion Wealth Management LLC | 0.19% | Add +16.9% | 3,973 | $853K |
| JT Stratford LLC | 0.11% | Add +15.5% | 3,955 | $849K |
| Cypress Asset Management Inc. | 0.19% | No change | 3,933 | $844K |
| Florida Financial Advisors, LLC | 0.23% | Reduce -6.8% | 3,926 | $843K |
| Private Trust Co. NA | 0.07% | Reduce -2.2% | 3,904 | $838K |
| World Equity Group, Inc. | 0.23% | Reduce -9.4% | 3,851 | $827K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -3.6% | 3,850 | $827K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -97.3% | 3,848 | $826K |
| Rathbones Group PLC | 0.00% | Add +4.6% | 3,831 | $822K |
| Nvwm, LLC | 0.18% | Add +1.4% | 3,809 | $818K |
| One Wealth Advisors, LLC | 0.10% | Add +11.1% | 3,808 | $818K |
| Granville Capital, Inc. | 0.43% | — | 3,807 | $817K |
| WealthBridge Capital Management, LLC | 0.18% | Reduce -12.3% | 3,778 | $811K |
| Nova Wealth Management, Inc. | 0.55% | Add +5.6% | 3,748 | $805K |
| Wealthgarden F.S. LLC | 0.53% | Add +5.3% | 3,447 | $804K |
| Laurel Oak Wealth Management, LLC | 0.13% | — | 3,711 | $797K |
| Verus Capital Partners, LLC | 0.05% | Add +22.2% | 3,702 | $795K |
| LifePlan Investment Advisors, Inc. | 0.32% | Add +2.1% | 3,654 | $784K |
| Plan Group Financial, LLC | 0.20% | Add +30.3% | 3,653 | $784K |
| KKM Financial LLC | 0.14% | Reduce -5.2% | 3,614 | $776K |
| Hudock, Inc. | 0.11% | No change | 3,613 | $776K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -4.2% | 3,606 | $774K |
| CRA Financial Services, LLC | 0.10% | Reduce -0.8% | 3,603 | $773K |
| Milestone Asset Management, LLC | 0.15% | Add +50.3% | 3,600 | $773K |
| Guardian Asset Advisors, LLC | 0.40% | No change | 3,594 | $772K |
| Rational Advisors, Inc. | 0.08% | Reduce -3.2% | 3,583 | $769K |
| Ackerman Asset Management, LLC | 0.51% | No change | 3,579 | $768K |
| Ritholtz Wealth Management | 0.01% | Add +10.5% | 3,559 | $764K |
| Mission Hills Financial Advisory, LLC | 0.40% | Reduce -4.7% | 3,506 | $753K |
| Blue Capital, Inc. | 0.53% | Add +29.4% | 3,461 | $743K |
| Neuberger Berman Group LLC | 0.00% | Add +167.8% | 3,458 | $742K |
| Independent Wealth Advisors LLC | 0.77% | — | 3,436 | $738K |
| Belvedere Trading LLC | 0.14% | Add +5296.8% | 3,400 | $730K |
| Commerce Bank | 0.00% | Reduce -6.0% | 3,364 | $722K |
| CVA Family Office, LLC | 0.08% | No change | 3,320 | $713K |
| Verition Fund Management LLC | 0.00% | No change | 3,314 | $711K |
| MGB Wealth Management, LLC | 0.20% | Reduce -6.4% | 3,299 | $708K |
| First Foundation Advisors | 0.03% | Add +1.7% | 3,278 | $704K |
| Clearstead Advisors, LLC | 0.01% | Add +41.4% | 3,276 | $703K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +10.7% | 3,105 | $701K |
| Midwest Trust Co | 0.01% | Add +9.1% | 3,249 | $698K |
| Schmidt P J Investment Management Inc. | 0.11% | Reduce -3.5% | 3,247 | $697K |
| JFS Wealth Advisors, LLC | 0.04% | Add +1.6% | 3,223 | $692K |
| HighPoint Advisor Group LLC | 0.02% | New | 3,214 | $690K |
| Round Rock Advisors LLC | 0.10% | Add +28.0% | 3,200 | $687K |
| Compagnie Lombard Odier SCmA | 0.01% | New | 3,200 | $686K |
| Capital Investment Advisors, LLC | 0.01% | Add +5.1% | 3,140 | $674K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.9% | 3,100 | $665K |
| Centaurus Financial, Inc. | 0.03% | Add +4.8% | 3,089 | $663K |
| Vermillion Wealth Management, Inc. | 0.27% | No change | 3,050 | $655K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -81.5% | 3,033 | $651K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 3,025 | $650K |
| Magnolia Capital Management Ltd. | 0.48% | No change | 3,015 | $647K |
| Kingdom Financial Group LLC. | 0.20% | New | 3,013 | $647K |
| Quantinno Capital Management LP | 0.00% | Add +41.9% | 2,995 | $643K |
| BFI Infinity Ltd. | 0.40% | No change | 2,987 | $641K |
| Quartz Partners, LLC | 0.24% | Reduce -19.2% | 2,982 | $640K |
| Atlatl Advisers LLC | 0.24% | Add +6.8% | 2,975 | $639K |
| HRC Wealth Management, LLC | 0.30% | Reduce -1.4% | 2,951 | $634K |
| Investment Partners Asset Management, Inc. | 0.39% | Reduce -3.0% | 2,942 | $632K |
| Mullooly Asset Management, Inc. | 0.23% | No change | 2,925 | $628K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +25.8% | 2,923 | $628K |
| Almanack Investment Partners, LLC. | 0.11% | No change | 2,921 | $627K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +3.8% | 2,905 | $624K |
| Cheviot Value Management, LLC | 0.06% | No change | 2,649 | $619K |
| Berkeley Capital Partners, LLC | 0.14% | Reduce -0.5% | 2,866 | $615K |
| Sandbox Financial Partners, LLC | 0.17% | Add +19.5% | 2,848 | $611K |
| Powell Investment Advisors, LLC | 0.21% | No change | 2,845 | $611K |
| Cornerstone Management, Inc. | 0.10% | No change | 2,817 | $605K |
| Register Financial Advisors LLC | 0.23% | No change | 2,809 | $603K |
| Capital Asset Managemnet, LLC | 0.67% | — | 2,716 | $602K |
| Symphony Financial, Ltd. Co. | 0.08% | Add +3.2% | 2,776 | $601K |
| Sovereign Financial Group, Inc. | 0.11% | Reduce -1.0% | 2,784 | $598K |
| Caldwell Trust Co | 0.05% | Reduce -5.1% | 2,777 | $596K |
| Cathy Pareto & Associates, Inc. | 0.41% | Add +3.8% | 2,764 | $593K |
| Washington Growth Strategies LLC | 0.38% | No change | 2,753 | $591K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -5.1% | 2,743 | $589K |
| BCU Wealth Advisors, LLC | 0.22% | Add +11.6% | 2,723 | $585K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -2.7% | 2,713 | $582K |
| Duncan Williams Asset Management, LLC | 0.14% | Add +0.1% | 2,536 | $578K |
| Symphony Financial Services, Inc. | 0.29% | Add +6.0% | 2,671 | $573K |
| JM2 Capital Inc. | 0.46% | — | 2,660 | $571K |
| W1M Asset Management Ltd | 0.01% | New | 2,656 | $570K |
| New England Private Wealth Advisors LLC | 0.07% | No change | 2,647 | $568K |
| Kesler, Norman & Wride, LLC | 0.10% | Add +1.4% | 2,618 | $562K |
| YANKCOM Partnership | 0.24% | No change | 2,600 | $558K |
| Raleigh Capital Management Inc. | 0.20% | Reduce -65.4% | 2,590 | $556K |
| Strategic Blueprint, LLC | 0.03% | Reduce -33.1% | 2,590 | $556K |
| Darden Wealth Group Inc | 0.26% | Add +5.9% | 2,522 | $542K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Reduce -0.4% | 2,485 | $534K |
| Private Client Services, LLC | 0.17% | Reduce -0.1% | 2,476 | $531K |
| CGN Advisors LLC | 0.04% | Add +23.5% | 2,472 | $531K |
| DRW Securities, LLC | 0.04% | No change | 2,462 | $529K |
| Meridian Wealth Management, LLC | 0.02% | Add +2.8% | 2,461 | $528K |
| Vantus Wealth LLC | 0.39% | — | 2,456 | $527K |
| Pinnacle Associates Ltd. | 0.01% | New | 2,447 | $525K |
| City Holding Co. | 0.06% | Add +3.8% | 2,440 | $524K |
| AdvisorNet Financial, Inc | 0.03% | Add +8.1% | 2,408 | $517K |
| Concorde Asset Management, LLC | 0.21% | Add +12.6% | 2,394 | $514K |
| Bramshill Investments, LLC | 0.03% | No change | 2,390 | $513K |
| Poehling Capital Management, INC. | 0.10% | No change | 2,350 | $505K |
| Purkiss Capital Advisors LLC | 0.24% | Add +0.2% | 2,349 | $504K |
| Wulff, Hansen & Co. | 0.42% | No change | 2,337 | $502K |
| Unify Financial Advisors | 0.52% | — | 2,328 | $500K |
| Money Concepts Capital Corp. | 0.03% | Reduce -0.6% | 2,316 | $497K |
| Partners Wealth Management, LLC | 0.52% | No change | 2,308 | $495K |
| Lewis Asset Management, LLC | 0.20% | Add +1.3% | 2,301 | $494K |
| Means Investment Co., Inc. | 0.04% | No change | 2,283 | $490K |
| Quantum Portfolio Management LLC | 0.21% | Reduce -16.2% | 2,261 | $485K |
| Narwhal Capital Management | 0.04% | No change | 2,260 | $485K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 2,256 | $484K |
| Warner Group LLC | 0.30% | Add +11.8% | 2,251 | $483K |
| Krilogy Financial LLC | 0.02% | Add +0.8% | 2,054 | $479K |
| J.M. Arbour, LLC | 0.48% | — | 2,218 | $476K |
| Capital Investment Management, Inc. | 0.16% | — | 2,181 | $468K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -7.8% | 2,176 | $467K |
| Financial Management, Inc. | 0.44% | — | 2,167 | $465K |
| Traction Financial Partners, LLC | 0.27% | No change | 2,150 | $462K |
| Griffin Asset Management, Inc. | 0.05% | Reduce -3.6% | 2,148 | $461K |
| Coordinated Financial Services, Inc. | 0.27% | Add +3.6% | 2,134 | $458K |
| Alexander Labrunerie & Co., Inc. | 0.17% | Add +1.4% | 2,126 | $456K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +2.4% | 2,114 | $453K |
| Centerpoint Advisory Group | 0.35% | Reduce -12.6% | 2,093 | $449K |
| Karnit Road Accident Victims Compensation Fund | 0.25% | — | 2,080 | $447K |
| Accelerate Investment Advisors LLC | 0.30% | Add +22.6% | 2,076 | $446K |
| First International Bank of Israel Ltd. | 0.21% | Reduce -17.4% | 2,075 | $445K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +5.1% | 2,070 | $444K |
| Briaud Financial Planning Inc | 0.11% | Add +7.8% | 2,055 | $441K |
| Mayfair Advisory Group, LLC | 0.17% | No change | 1,981 | $440K |
| Juno Financial Group LLC | 0.18% | — | 2,042 | $438K |
| WESPAC Advisors, LLC | 0.24% | Reduce -70.3% | 2,041 | $438K |
| Aurora Private Wealth, Inc. | 0.29% | — | 2,042 | $438K |
| LaSalle St. Investment Advisors, LLC | 0.07% | New | 2,035 | $436K |
| Fifth Third Wealth Advisors LLC | 0.02% | No change | 2,025 | $435K |
| Merrion Investment Management Co, LLC | 0.23% | No change | 2,000 | $429K |
| Third View Private Wealth, LLC | 0.06% | — | 2,000 | $429K |
| HCR Wealth Advisors | 0.04% | Reduce -4.7% | 1,972 | $423K |
| LPWM LLC | 0.11% | Add +0.1% | 1,966 | $422K |
| Glenmede Trust Co. NA | 0.00% | — | 1,950 | $419K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 1,945 | $417K |
| W Advisors, LLC | 0.21% | Add +25.1% | 1,936 | $416K |
| Richmond Investment Services, LLC | 0.07% | Add +17.3% | 1,927 | $414K |
| Carlson Financial, Inc. | 0.24% | — | 1,913 | $411K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -2.7% | 1,886 | $408K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +5.6% | 1,895 | $407K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.4% | 1,888 | $405K |
| Winebrenner Capital Management LLC | 0.27% | Reduce -9.6% | 1,883 | $404K |
| Heritage Investment Group, Inc. | 0.06% | New | 1,881 | $404K |
| Argent Trust Co | 0.01% | Add +72.1% | 1,860 | $399K |
| RMR Capital Management, LLC | 0.29% | Reduce -42.2% | 1,860 | $399K |
| Providence First Trust Co | 0.14% | No change | 1,850 | $397K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 1,850 | $397K |
| Fortitude Advisory Group L.L.C. | 0.17% | Add +15.8% | 1,834 | $394K |
| Smartleaf Asset Management LLC | 0.01% | Add +2080.7% | 1,810 | $392K |
| Axis Wealth Partners, LLC | 0.21% | No change | 1,809 | $388K |
| Anson Capital, Inc. | 0.28% | No change | 1,804 | $387K |
| Kera Capital Partners, Inc. | 0.05% | No change | 1,666 | $387K |
| McGuire Capital Advisors Inc. | 0.25% | — | 1,803 | $387K |
| Tepp RIA, LLC | 0.38% | Reduce -29.9% | 1,800 | $386K |
| Magnus Financial Group LLC | 0.03% | Add +0.9% | 1,799 | $386K |
| Fiduciary Alliance LLC | 0.03% | Reduce -2.4% | 1,799 | $386K |
| HB Wealth Management, LLC | 0.00% | No change | 1,783 | $383K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | New | 1,765 | $379K |
| Sound Income Strategies, LLC | 0.02% | Add +672.0% | 1,544 | $376K |
| Planning Directions Inc. | 0.19% | Add +47.5% | 1,752 | $376K |
| Ieq Capital, LLC | 0.00% | No change | 1,743 | $374K |
| Burns Matteson Capital Management, LLC | 0.15% | Reduce -8.8% | 1,741 | $374K |
| Lifeworks Advisors, LLC | 0.05% | Add +16.1% | 1,727 | $371K |
| Ifrah Financial Services, Inc. | 0.10% | Reduce -18.1% | 1,723 | $370K |
| Harbor Investment Advisory, LLC | 0.03% | Add +0.1% | 1,717 | $369K |
| TCFG Wealth Management, LLC | 0.14% | Reduce -5.8% | 1,715 | $368K |
| Plotkin Financial Advisors, LLC | 0.18% | No change | 1,699 | $365K |
| Ascentis Wealth Management, LLC | 0.09% | No change | 1,689 | $363K |
| Integrity Advisory Solutions, LLC | 0.05% | New | 1,688 | $362K |
| Fox Hill Wealth Management | 0.17% | Reduce -0.9% | 1,686 | $362K |
| Compound Planning, Inc. | 0.01% | Add +65.5% | 1,677 | $360K |
| Ascentis Independent Advisors | 0.06% | Add +7.5% | 1,675 | $360K |
| Millennium Management | 0.00% | New | 1,667 | $358K |
| Index Technologies Group LLC | 0.37% | — | 1,653 | $355K |
| Centric Wealth Management | 0.07% | Reduce -3.8% | 1,533 | $354K |
| Journey Advisory Group, LLC | 0.03% | No change | 1,650 | $354K |
| Verity Asset Management, Inc. | 0.15% | Reduce -0.2% | 1,649 | $354K |
| Ironwood Financial, llc | 0.06% | Add +0.4% | 1,496 | $354K |
| Matauro, LLC | 0.05% | Reduce -11.3% | 1,645 | $353K |
| Global View Capital Management LLC | 0.07% | Add +40.6% | 1,638 | $352K |
| Saxon Interests, Inc. | 0.12% | No change | 1,634 | $351K |
| TrueWealth Advisors, LLC | 0.09% | Add +1.6% | 1,633 | $351K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -42.0% | 1,632 | $350K |
| Founders Financial Alliance, LLC | 0.07% | Add +34.2% | 1,629 | $350K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +83.6% | 1,627 | $349K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 1,624 | $349K |
| Pathfinder Wealth Consulting, Inc. | 0.22% | — | 1,608 | $345K |
| CX Institutional | 0.01% | Reduce -4.0% | 1,597 | $343K |
| Collaborative Wealth Managment Inc. | 0.12% | Add +6.4% | 1,580 | $339K |
| Horizon Investments, LLC | 0.00% | Add +1.7% | 1,572 | $337K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 1,565 | $336K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -9.8% | 1,560 | $335K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 1,554 | $334K |
| Jefferies Financial Group Inc. | 0.00% | New | 1,538 | $330K |
| Callan Family Office, LLC | 0.01% | No change | 1,533 | $329K |
| Sax Wealth Advisors, LLC | 0.02% | Add +48.7% | 1,529 | $328K |
| Rockland Trust Co. | 0.01% | Add +5.2% | 1,518 | $326K |
| Synergy Investment Management, LLC | 0.12% | Add +0.7% | 1,516 | $325K |
| Carter Financial Group, INC. | 0.19% | No change | 1,514 | $325K |
| Alteri Wealth LLC | 0.11% | Add +4.1% | 1,510 | $324K |
| Mackenzie Financial Corp. | 0.00% | No change | 1,500 | $324K |
| Avalon Trust Co | 0.02% | Reduce -31.6% | 1,500 | $322K |
| Gruss & Co., LLC | 0.71% | No change | 1,500 | $322K |
| 10Elms LLP | 0.34% | No change | 1,500 | $322K |
| ELCO Management Co., LLC | 0.20% | Reduce -33.3% | 1,500 | $322K |
| Tactive Advisors, LLC | 0.09% | New | 1,500 | $322K |
| JDM Financial Group LLC | 0.12% | No change | 1,495 | $321K |
| Advantage Trust Co | 0.14% | Add +13.1% | 1,490 | $320K |
| Heritage Wealth Management, Inc. | 0.09% | No change | 1,490 | $320K |
| L & S Advisors Inc | 0.03% | Reduce -16.8% | 1,483 | $318K |
| Natixis | 0.00% | No change | 1,461 | $317K |
| Platform Technology Partners | 0.07% | New | 1,468 | $315K |
| Semus Wealth Partners LLC | 0.17% | Add +17.2% | 1,465 | $315K |
| Kirtland Hills Capital Management, LLC | 0.11% | Add +27.2% | 1,464 | $314K |
| Avantra Family Wealth, Inc. | 0.23% | Add +0.7% | 1,452 | $312K |
| Platt Wealth Management LLC | 0.31% | — | 1,450 | $311K |
| Grantvest Financial Group LLC | 0.20% | Add +5.0% | 1,448 | $311K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,445 | $310K |
| Swisher Financial Concepts, Inc. | 0.18% | Reduce -2.7% | 1,440 | $309K |
| Elevate Wealth Advisory, Inc. | 0.21% | Reduce -35.2% | 1,437 | $309K |
| LFA - Lugano Financial Advisors SA | 0.16% | No change | 1,437 | $309K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -0.1% | 1,434 | $308K |
| Capital Planning Advisors, LLC | 0.04% | New | 1,434 | $308K |
| Fulcrum Equity Management | 0.29% | Reduce -68.5% | 1,433 | $308K |
| Franklin Resources Inc. | 0.00% | No change | 1,429 | $307K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +1.8% | 1,425 | $306K |
| BankChampaign, National Association | 0.30% | — | 37 | $305K |
| Two West Capital Advisors LLC | 0.18% | Add +48.6% | 1,413 | $303K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -2.1% | 1,412 | $303K |
| Flaharty Asset Management, LLC | 0.04% | Reduce -50.6% | 1,412 | $303K |
| Ballew Advisors, Inc | 0.17% | No change | 1,275 | $303K |
| Leeward Financial Partners, LLC | 0.08% | Reduce -7.8% | 1,401 | $301K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.05% | No change | 1,400 | $301K |
| Winthrop Advisory Group LLC | 0.03% | No change | 1,394 | $299K |
| ONE Advisory Partners, LLC | 0.09% | Add +8.5% | 1,394 | $299K |
| Cozad Asset Management Inc. | 0.02% | Add +3.7% | 1,394 | $299K |
| Adamsbrown Wealth Consultants LLC | 0.08% | New | 1,354 | $291K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -1.5% | 1,353 | $290K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +23.4% | 1,341 | $288K |
| Milestone Asset Management Group, LLC | 0.16% | No change | 1,339 | $287K |
| Rockport Wealth LLC | 0.06% | No change | 1,337 | $287K |
| August Group Capital Ltd | 0.32% | — | 1,336 | $287K |
| Weaver Consulting Group | 0.07% | No change | 1,332 | $286K |
| Mosley Wealth Management | 0.13% | — | 1,328 | $286K |
| 1900 Wealth Management LLC | 0.02% | New | 1,331 | $286K |
| Foguth Wealth Management, LLC. | 0.04% | — | 1,285 | $285K |
| Mountain Capital Investment Advisors Inc. | 0.05% | New | 1,200 | $282K |
| Betterment LLC | 0.00% | New | 1,311 | $281K |
| Walleye Trading LLC | 0.00% | Reduce -88.6% | 1,302 | $280K |
| Biltmore Family Office, LLC | 0.04% | No change | 1,299 | $279K |
| Wingate Wealth Advisors, Inc. | 0.16% | New | 1,297 | $278K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | New | 1,293 | $278K |
| Liberty Wealth Management LLC | 0.04% | No change | 1,291 | $277K |
| Titleist Asset Management, LLC | 0.02% | Add +27.3% | 1,265 | $272K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 1,262 | $271K |
| Austin Private Wealth, LLC | 0.02% | New | 1,260 | $271K |
| CVFG LLC | 0.18% | Add +4.6% | 1,255 | $269K |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +161.0% | 1,253 | $269K |
| Edgestream Partners, L.P. | 0.01% | Reduce -3.8% | 1,252 | $269K |
| Composition Wealth, LLC | 0.00% | Reduce -55.3% | 1,239 | $266K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,239 | $266K |
| TRUE Private Wealth Advisors | 0.03% | No change | 1,234 | $265K |
| Gallagher Capital Advisors, LLC | 0.17% | No change | 1,231 | $264K |
| Rhodes Investment Advisors Inc. | 0.21% | — | 1,230 | $264K |
| COFG Advisors, LLC | 0.07% | — | 1,229 | $264K |
| Quotient Wealth Partners, LLC | 0.01% | New | 1,228 | $264K |
| Werba Rubin Papier Wealth Management | 0.07% | No change | 1,226 | $263K |
| Visionary Wealth Advisors | 0.01% | Reduce -39.2% | 1,226 | $263K |
| Modera Wealth Management, LLC | 0.00% | Add +16.0% | 1,223 | $263K |
| Sard Wealth Management Group, LLC | 0.14% | New | 1,218 | $261K |
| Diversified Trust Co. | 0.00% | No change | 1,212 | $260K |
| Forza Wealth Management, LLC | 0.09% | No change | 1,210 | $260K |
| Aspire Private Capital, LLC | 0.06% | Reduce -1.5% | 1,209 | $260K |
| Procyon Advisors, LLC | 0.01% | Add +1.7% | 1,202 | $258K |
| Patron Partners, LLC | 0.11% | Reduce -22.0% | 1,200 | $258K |
| Eagle Global Advisors LLC | 0.01% | No change | 1,200 | $258K |
| Valmark Advisers, Inc. | 0.00% | Add +2.8% | 1,195 | $257K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Reduce -1.7% | 1,190 | $256K |
| Horizon Wealth Management, LLC | 0.04% | New | 1,189 | $255K |
| PCG Wealth Advisors, LLC | 0.07% | Reduce -18.3% | 1,189 | $255K |
| Value Investment Professionals, LLC | 0.27% | — | 1,187 | $255K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 1,185 | $254K |
| Guerra Pan Advisors, LLC | 0.15% | No change | 1,184 | $254K |
| Holderness Investments Co. | 0.05% | Reduce -2.0% | 1,184 | $254K |
| AlTi Global, Inc. | 0.01% | Add +14.4% | 1,182 | $254K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -10.1% | 1,168 | $251K |
| Veracity Capital LLC | 0.07% | Add +4.2% | 1,155 | $248K |
| Pure Portfolios Holdings LLC | 0.07% | Add +1.8% | 1,155 | $248K |
| Herold Advisors, Inc. | 0.05% | New | 1,142 | $245K |
| Global Endowment Management, LP | 0.03% | New | 1,140 | $245K |
| AQR Capital Management | 0.00% | New | 1,138 | $244K |
| Kestra Investment Management, LLC | 0.01% | Reduce -16.5% | 1,132 | $243K |
| Firethorn Wealth Partners, LLC | 0.09% | Add +6.9% | 1,116 | $240K |
| Ancora Advisors LLC | 0.00% | Add +4.7% | 1,112 | $239K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -17.4% | 1,106 | $237K |
| ProCore Advisors, LLC | 0.24% | — | 1,105 | $237K |
| Alta Wealth Advisors LLC | 0.08% | New | 1,104 | $237K |
| Able Wealth Management LLC | 0.07% | New | 1,103 | $237K |
| Savvy Advisors, Inc. | 0.01% | New | 1,100 | $236K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -0.1% | 1,100 | $236K |
| Montecito Bank & Trust | 0.04% | No change | 1,096 | $235K |
| CFS Investment Advisory Services, LLC | 0.02% | No change | 1,095 | $235K |
| Stelac Advisory Services LLC | 0.08% | No change | 1,090 | $234K |
| Dynamic Wealth Strategies, LLC | 0.14% | Reduce -31.8% | 1,089 | $234K |
| Smith, Moore & Co. | 0.02% | No change | 1,087 | $233K |
| IPG Investment Advisors LLC | 0.04% | Reduce -4.6% | 1,076 | $231K |
| Kelly Financial Services LLC | 0.06% | Add +2.6% | 1,075 | $231K |
| Tobias Financial Advisors, Inc. | 0.03% | New | 1,073 | $230K |
| Deutsche Bank AG | 0.00% | Reduce -58.5% | 1,071 | $230K |
| Columbus Macro, LLC | 0.03% | New | 1,066 | $229K |
| McMorgan & Co. LLC | 0.04% | New | 1,062 | $228K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 1,062 | $228K |
| Vigilare Wealth Management | 0.08% | Reduce -11.1% | 1,061 | $228K |
| Three Cord True Wealth Management, LLC | 0.13% | No change | 1,060 | $228K |
| PUREfi Wealth, LLC | 0.17% | New | 1,060 | $228K |
| First National Trust Co | 0.01% | No change | 1,056 | $227K |
| Tidemark, LLC | 0.06% | Reduce -5.5% | 1,055 | $227K |
| Cfo Capital Management LLC | 0.17% | — | 1,053 | $226K |
| Zullo Investment Group, Inc. | 0.08% | Add +9.2% | 1,050 | $226K |
| Maltin Wealth Management, Inc. | 0.09% | No change | 1,033 | $222K |
| Russell Investments Group, Ltd. | 0.00% | Add +14.3% | 1,032 | $222K |
| Legacy Wealth Partners, LLC | 0.06% | — | 1,023 | $220K |
| Selective Wealth Management, Inc. | 0.07% | New | 909 | $219K |
| Zacks Investment Management | 0.00% | New | 1,020 | $219K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 1,016 | $218K |
| USAdvisors Wealth Management, LLC | 0.07% | No change | 1,016 | $218K |
| Ascent Group, LLC | 0.01% | No change | 1,012 | $217K |
| Caerus Investment Advisors, LLC | 0.07% | No change | 1,010 | $217K |
| First Horizon Corp. | 0.01% | Add +33.3% | 1,005 | $216K |
| HC Advisors, LLC | 0.15% | No change | 1,000 | $215K |
| Arcus Capital Partners, LLC | 0.08% | New | 1,000 | $215K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,000 | $215K |
| Urban Wealth Management, LLC | 0.20% | — | 989 | $212K |
| Marks Group Wealth Management, Inc | 0.02% | New | 988 | $212K |
| Nwam LLC | 0.01% | Reduce -30.0% | 907 | $211K |
| Embree Financial Group | 0.03% | No change | 983 | $211K |
| Asempa Wealth Advisors | 0.18% | — | 980 | $210K |
| Hutchens & Kramer Investment Management Group, LLC | 0.07% | Reduce -7.0% | 976 | $210K |
| Lanark Financial, Inc. | 0.02% | Add +4.0% | 970 | $208K |
| PCM Encore, LLC | 0.04% | — | 961 | $206K |
| Citizens Financial Group Inc. | 0.00% | New | 953 | $205K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 950 | $204K |
| Eagle Capital Management, LLC | 0.07% | New | 945 | $203K |
| Harmony Asset Management LLC | 0.07% | New | 945 | $203K |
| Wealthcare Capital Partners, LLC | 0.09% | Reduce -6.6% | 942 | $202K |
| ZynergyRetirementPlanningLLC | 0.12% | Reduce -2.5% | 940 | $202K |
| Winch Advisory Services, LLC | 0.04% | Add +2.7% | 921 | $198K |
| Y.D. More Investments Ltd | 0.01% | Reduce -15.9% | 909 | $195K |
| Global Trust Asset Management, LLC | 0.08% | Reduce -59.4% | 895 | $192K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -16.6% | 877 | $188K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -28.0% | 827 | $179K |
| Barnes Dennig Private Wealth Management LLC | 0.18% | No change | 831 | $178K |
| NFSG Corp | 0.03% | Add +59.9% | 830 | $178K |
| City State Bank | 0.05% | No change | 815 | $175K |
| Bellevue Asset Management, LLC | 0.06% | No change | 808 | $174K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.13% | — | 761 | $163K |
| Mb, Levis & Associates, LLC | 0.07% | No change | 751 | $161K |
| Picton Mahoney Asset Management | 0.00% | Add +400.0% | 750 | $161K |
| Missouri Trust & Investment Co | 0.05% | No change | 750 | $161K |
| Bulwark Capital Corp | 0.11% | Reduce -1.7% | 737 | $158K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 730 | $157K |
| Cape Investment Advisory, Inc. | 0.04% | Add +19.8% | 673 | $144K |
| North Star Investment Management Corp. | 0.01% | No change | 662 | $142K |
| Wagner Wealth Management, LLC | 0.03% | No change | 658 | $141K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -97.4% | 648 | $139K |
| McMillan Office, Inc. | 0.02% | — | 600 | $129K |
| Evermay Wealth Management LLC | 0.01% | No change | 582 | $125K |
| Trust Co. of Vermont | 0.01% | No change | 575 | $123K |
| Mascoma Wealth Management LLC | 0.03% | No change | 568 | $122K |
| UMB Bank, n.a. | 0.00% | New | 550 | $118K |
| Godsey & Gibb, Inc. | 0.01% | No change | 510 | $109K |
| Costello Asset Management, INC | 0.04% | Reduce -15.6% | 510 | $109K |
| Avion Wealth | 0.02% | No change | 504 | $108K |
| N.E.W. Advisory Services LLC | 0.01% | Add +196.4% | 501 | $107K |
| Manchester Capital Management LLC | 0.01% | Add +66.7% | 500 | $107K |
| Golden State Wealth Management, LLC | 0.01% | Add +114.4% | 491 | $105K |
| Parkside Financial Bank & Trust | 0.01% | No change | 480 | $103K |
| Rothschild Investment LLC | 0.01% | No change | 435 | $93K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 425 | $91K |
| Consultiva Wealth Management, Corp. | 0.26% | No change | 425 | $91K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 425 | $91K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 417 | $90K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 412 | $88K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 410 | $88K |
| Montag A & Associates Inc. | 0.00% | Add +43.1% | 402 | $86K |
| New Republic Capital, LLC | 0.02% | Add +6.6% | 402 | $86K |
| WFA of San Diego, LLC | 0.06% | Reduce -5.2% | 401 | $86K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 400 | $86K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 398 | $85K |
| Clark Wealth Partners | 0.05% | No change | 397 | $85K |
| Inlight Wealth Management, LLC | 0.03% | No change | 394 | $85K |
| Hughes Financial Services, LLC | 0.01% | No change | 385 | $83K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 363 | $78K |
| GeoWealth Management, LLC | 0.00% | Reduce -85.8% | 362 | $78K |
| Key Financial Inc | 0.01% | No change | 360 | $77K |
| Murphy & Mullick Capital Management Corp | 0.06% | Reduce -17.4% | 356 | $76K |
| Oakworth Capital, Inc. | 0.00% | No change | 350 | $75K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 315 | $73K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Add +9.0% | 327 | $70K |
| Bernard Wealth Management Corp. | 0.03% | Reduce -23.5% | 325 | $70K |
| Hollencrest Capital Management | 0.00% | No change | 316 | $68K |
| Evelyn Partners Investment Management Services Ltd | 0.01% | Reduce -61.9% | 313 | $67K |
| Tucker Asset Management LLC | 0.02% | Add +51.5% | 303 | $65K |
| REAP Financial Group, LLC | 0.01% | Add +23.7% | 292 | $63K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +13.0% | 287 | $62K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +20.2% | 280 | $60K |
| Redwood Park Advisors LLC | 0.04% | Reduce -5.2% | 276 | $59K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 269 | $58K |
| Signaturefd, LLC | 0.00% | Reduce -55.4% | 269 | $58K |
| Arax Advisory Partners | 0.00% | New | 264 | $57K |
| Cypress Capital Management LLC (WY) | 0.05% | No change | 260 | $56K |
| Archer Investment Corp | 0.01% | No change | 260 | $56K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -3.4% | 259 | $56K |
| DT Investment Partners, LLC | 0.00% | No change | 255 | $55K |
| Copia Wealth Management | 0.04% | Add +7.7% | 251 | $54K |
| WPG Advisers, LLC | 0.04% | No change | 250 | $54K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 247 | $53K |
| Concord Wealth Partners | 0.01% | Add +0.8% | 247 | $53K |
| Horizons Wealth Management | 0.04% | New | 247 | $53K |
| Lodestone Wealth Management LLC | 0.02% | New | 243 | $52K |
| Abound Wealth Management | 0.01% | Reduce -47.1% | 238 | $51K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 224 | $48K |
| ESL Trust Services, LLC | 0.01% | New | 224 | $48K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 220 | $47K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 212 | $46K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 209 | $45K |
| 1 North Wealth Services LLC | 0.02% | No change | 206 | $44K |
| Vestor Capital, LLC | 0.00% | Add +298.5% | 809 | $44K |
| Valley National Advisers Inc. | 0.01% | Reduce -4.3% | 203 | $43K |
| Basepoint Wealth LLC | 0.03% | New | 196 | $42K |
| Asset Dedication, LLC | 0.00% | No change | 191 | $41K |
| Rialto Wealth Management, LLC | 0.01% | No change | 190 | $41K |
| TCTC Holdings, LLC | 0.00% | No change | 184 | $40K |
| Chung Wu Investment Group, LLC | 0.03% | No change | 180 | $39K |
| Ameriflex Group, Inc. | 0.02% | Add +59.8% | 179 | $38K |
| Activest Wealth Management | 0.01% | New | 175 | $38K |
| Networth Advisors, LLC | 0.03% | — | 172 | $37K |
| Hager Investment Management Services, LLC | 0.02% | Reduce -11.8% | 164 | $35K |
| SHP Wealth Management | 0.00% | — | 161 | $35K |
| Pflug Koory, LLC | 0.02% | No change | 160 | $34K |
| Wolff Wiese Magana LLC | 0.02% | Add +302.6% | 157 | $34K |
| Colonial Trust Co / SC | 0.00% | No change | 150 | $32K |
| Glassman Wealth Services | 0.00% | No change | 150 | $32K |
| SYM FINANCIAL Corp | 0.00% | Reduce -40.0% | 150 | $32K |
| Bokf, NA | 0.00% | No change | 150 | $32K |
| Highline Wealth Partners LLC | 0.01% | Reduce -47.3% | 145 | $31K |
| SRH Advisors, LLC | 0.01% | No change | 142 | $30K |
| GHP Investment Advisors, Inc. | 0.00% | New | 142 | $30K |
| Financial Consulate, Inc. | 0.00% | No change | 132 | $28K |
| Dunhill Financial, LLC | 0.01% | Reduce -1.5% | 131 | $28K |
| Aventura Private Wealth, LLC | 0.01% | No change | 130 | $28K |
| Optima Capital LLC | 0.01% | New | 129 | $28K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 125 | $27K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 125 | $27K |
| Fairscale Capital, LLC | 0.02% | No change | 123 | $26K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 123 | $26K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +434.8% | 123 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +395.8% | 119 | $26K |
| Fifth Third Bancorp | 0.00% | Reduce -50.2% | 116 | $25K |
| Eastern Bank | 0.00% | New | 113 | $24K |
| SWAN Capital LLC | 0.01% | No change | 107 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Add +50.0% | 105 | $23K |
| Global Wealth Strategies & Associates | 0.01% | No change | 105 | $23K |
| Webster Bank, N. A. | 0.00% | Add +200.0% | 105 | $23K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 100 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $21K |
| NBT Bank, N.A. | 0.00% | Add +2.9% | 215 | $21K |
| Team Financial Group, LLC | 0.01% | No change | 92 | $20K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -92.6% | 90 | $19K |
| Wealth Preservation Advisors, LLC | 0.01% | New | 85 | $18K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 84 | $18K |
| PFS Partners, LLC | 0.01% | No change | 84 | $18K |
| Navalign, LLC | 0.00% | New | 80 | $17K |
| Matrix Private Capital Group LLC | 0.01% | No change | 75 | $16K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 73 | $16K |
| Anchor Investment Management, LLC | 0.00% | No change | 72 | $16K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 72 | $15K |
| Modus Advisors, LLC | 0.00% | New | 66 | $14K |
| Heritage Wealth Advisors | 0.00% | No change | 62 | $13K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -98.3% | 59 | $13K |
| Signature Equity Partners, LLC | 0.01% | — | 58 | $12K |
| Quent Capital, LLC | 0.00% | Add +189.5% | 55 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 53 | $11K |
| Signature Resources Capital Management, LLC | 0.01% | Add +26.8% | 52 | $11K |
| Pittenger & Anderson Inc. | 0.00% | No change | 52 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 49 | $11K |
| Hanson & Doremus Investment Management | 0.00% | No change | 49 | $11K |
| Princeton Global Asset Management LLC | 0.00% | No change | 50 | $11K |
| Colonial Trust Advisors | 0.00% | Add +66.7% | 50 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 50 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -49.5% | 48 | $10K |
| SageView Advisory Group, LLC | 0.00% | New | 48 | $10K |
| Hurley Capital, LLC | 0.01% | New | 47 | $10K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 46 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 45 | $10K |
| CENTRAL TRUST Co | 0.00% | No change | 44 | $9K |
| 2UniFi Bank | 0.00% | New | 42 | $9K |
| Cresta Advisors, Ltd. | 0.00% | New | 42 | $9K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 41 | $9K |
| Triumph Capital Management | 0.00% | New | 41 | $9K |
| Key Capital Management, INC | 0.01% | — | 40 | $9K |
| Camelot Portfolios, LLC | 0.00% | New | 35 | $8K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 35 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 32 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 31 | $7K |
| Creative Financial Designs Inc. | 0.00% | Add +33.3% | 28 | $6K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 26 | $6K |
| Minot DeBlois Advisors LLC | 0.00% | Reduce -28.6% | 25 | $5K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 24 | $5K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 22 | $5K |
| Bogart Wealth, LLC | 0.00% | Add +90.9% | 21 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 20 | $4K |
| Operose Advisors LLC | 0.00% | New | 19 | $4K |
| LM Advisors LLC | 0.02% | Reduce -79.0% | 841 | $4K |
| Nemes Rush Group LLC | 0.00% | New | 18 | $4K |
| Trust Co. of Toledo NA | 0.00% | No change | 15 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 12 | $3K |
| American National Bank & Trust | 0.00% | Reduce -50.0% | 12 | $3K |
| Ballast Advisors LLC | 0.00% | No change | 11 | $2K |
| Evolution Wealth Management Inc. | 0.00% | New | 10 | $2K |
| American Capital Advisory, LLC | 0.00% | New | 10 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 10 | $2K |
| Root Financial Partners, LLC | 0.00% | Add +233.3% | 10 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | New | 8 | $2K |
| Center for Financial Planning, Inc. | 0.00% | New | 8 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 8 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 6 | $1K |
| Greenline Wealth Management LLC | 0.00% | — | 5 | $1K |
| Innovative Advisory Group, LLC | 0.00% | No change | 5 | $1K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 6 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | — | 3 | $645 |
| Barrett & Company, Inc. | 0.00% | New | 3 | $644 |
| Grand Wealth Management, LLC | 0.00% | New | 2 | $429 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 2 | $429 |
| Tompkins Financial Corp. | 0.00% | New | 2 | $429 |
| Imprint Wealth LLC | 0.00% | New | 1 | $215 |
| Benson Wealth Management INC | 0.00% | — | 1 | $215 |
"% 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.