iShares Core S&P Total U.S.ITOTETF

13F holders, Q4 2024 (December 31)

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

1,433holders +150

95new positions

46sold out

6famous investors

$128.69avg. 13F price*

At the end of Q4 2024, 1,433 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, up 150 from Q3 2024. 95 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($7.2B), Wells Fargo & Company ($7.1B) and Betterment LLC ($1.5B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company: iShares Core S&P Total U.S.
CUSIP: 464287150
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

	Institutions	Total Value
New Positions	95	$94.9M
Exits	46	$65.8M

All 13F filers, Q3 2024 → Q4 2024: 13,692,813 shares bought and 5,936,623 shares sold, net +7,756,190 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,433 holders


BlackRock, Inc.	0.15%	Add +3.6%	55,632,141	$7.2B
Wells Fargo & Company	1.72%	Add +0.4%	55,286,810	$7.1B
Betterment LLC	3.62%	Reduce -2.7%	11,800,874	$1.5B
Morgan Stanley	0.10%	Add +0.4%	10,528,084	$1.4B
Wealthfront Advisers LLC	3.67%	Add +17.1%	9,753,243	$1.3B
Alliancebernstein L.P.	0.39%	Add +1.1%	9,020,252	$1.2B
Bank of America Corp.	0.07%	Add +3.2%	5,974,153	$768.4M
LPL Financial LLC	0.27%	Add +7.5%	5,094,010	$655.2M
Focus Partners Wealth	1.51%	Add +8.2%	4,512,125	$580.3M
Focus Partners Advisor Solutions, LLC	8.01%	Add +20.9%	3,690,939	$474.7M
Blue Trust, Inc.	6.06%	Add +1.8%	3,681,868	$473.6M
Ballentine Partners, LLC	7.75%	Add +0.2%	3,517,157	$452.4M
SigFig Wealth Management, LLC	16.25%	Reduce -0.6%	3,479,498	$449.0M
Auto-Owners Insurance Co	9.63%	Add +19.0%	3,293,450	$423.6M
Parallel Advisors, LLC	7.48%	Reduce -1.6%	2,571,020	$330.7M
AlTi Global, Inc.	7.53%	Reduce -0.7%	2,426,013	$312.0M
Raymond James Financial Inc.	0.11%	—	2,347,922	$302.0M
Envestnet Asset Management Inc.	0.10%	Add +4.4%	2,322,350	$298.7M
Cerity Partners LLC	0.60%	Reduce -1.4%	2,155,823	$277.3M
Creative Planning	0.27%	Reduce -1.2%	2,123,293	$273.1M
Stifel Financial Corp.	0.28%	Add +9.9%	2,093,597	$269.3M
Cisco Systems, Inc.	75.01%	Reduce -22.2%	2,062,500	$265.3M
Ameriprise Financial Inc.	0.07%	Add +6.4%	2,034,601	$261.7M
Lido Advisors, LLC	1.53%	Add +519.2%	1,888,554	$242.9M
Sentinel Trust Co. Lba	26.67%	Reduce -1.6%	1,805,861	$232.3M
Allworth Financial LP	1.26%	Add +2.3%	1,708,089	$228.0M
Provenance Wealth Advisors, LLC	28.74%	Reduce -0.1%	1,729,357	$222.4M
Osaic Holdings, Inc.	0.49%	Add +7.1%	1,685,168	$216.8M
Commonwealth Equity Services, LLC	0.30%	Reduce -0.6%	1,594,252	$205.1M
Prime Capital Investment Advisors, LLC	2.91%	Reduce -0.2%	1,555,823	$200.1M
TD Capital Management LLC	19.57%	Reduce -1.8%	1,497,019	$192.5M
Evensky & Katz LLC	11.65%	Add +4.2%	1,384,562	$178.1M
JPMorgan Chase & Co.	0.01%	Add +4.6%	1,363,559	$175.4M
Royal Bank of Canada	0.04%	Reduce -0.7%	1,317,577	$169.5M
Allstate Corp.	4.91%	Add +3574.6%	1,296,810	$166.8M
Klaas Financial Asset Advisors, LLC	26.88%	Reduce -0.8%	1,186,788	$152.6M
Elm Partners Management LLC	10.17%	Reduce -3.5%	1,157,812	$148.9M
Cobblestone Capital Advisors LLC	7.86%	Add +1.7%	1,121,517	$144.2M
Mariner, LLC	0.24%	Add +0.8%	1,115,921	$143.6M
UBS Group AG	0.03%	Reduce -10.0%	1,051,013	$135.2M
FMR LLC	0.01%	Add +13.7%	1,045,089	$134.4M
HighTower Advisors, LLC	0.18%	Reduce -1.7%	1,041,554	$134.0M
Mesirow Financial Investment Management, Inc.	2.58%	Add +0.6%	1,011,009	$130.0M
Stratos Investment Management, LLC	7.65%	Add +43.6%	988,839	$127.2M
LJI Wealth Management, LLC	24.94%	Add +7.8%	984,394	$126.6M
HB Wealth Management, LLC	1.25%	Reduce -0.3%	953,699	$122.7M
Rock Creek Group LLC	12.66%	Reduce -15.0%	932,892	$120.4M
True Link Financial Advisors, LLC	10.04%	Add +1.5%	929,548	$119.6M
Wick Capital Partners, LLC	33.54%	Add +0.5%	884,001	$113.7M
Disciplina Capital Management LLC	18.81%	Reduce -3.6%	868,106	$111.7M
Johnson Bixby & Associates, LLC	16.32%	Reduce -0.2%	831,633	$107.0M
Claar Advisors LLC	34.54%	No change	829,875	$106.7M
Winthrop Advisory Group LLC	12.58%	Add +3.9%	815,056	$104.8M
Macquarie Group Ltd.	0.13%	Add +18.0%	807,199	$103.8M
Goldstein Advisors, LLC	14.66%	Reduce -6.6%	784,299	$100.9M
Jaffetilchin Investment Partners, LLC	6.38%	Add +2.5%	684,820	$88.1M
Independent Order of Foresters	58.26%	Add +22.4%	672,744	$86.5M
Zhang Financial LLC	4.89%	Reduce -0.5%	664,668	$85.5M
Ancora Advisors LLC	1.86%	Add +3.5%	646,790	$83.2M
Ullmann Wealth Partners Group, LLC	10.73%	Reduce -0.9%	646,449	$83.1M
Cambridge Investment Research Advisors, Inc.	0.27%	Reduce -3.5%	625,381	$80.4M
Cetera Investment Advisers	0.16%	Reduce -5.7%	590,381	$75.9M
US Bancorp \de	0.09%	Add +40.7%	557,906	$71.8M
Simon Quick Advisors, LLC	4.22%	Reduce -3.0%	547,292	$70.4M
Allen Investment Management, LLC	0.79%	No change	531,212	$68.3M
Heritage Wealth Advisors	3.38%	Reduce -0.7%	529,279	$68.1M
Executive Wealth Management, LLC	5.20%	Reduce -2.1%	515,976	$66.4M
Cwm, LLC	0.27%	Add +0.8%	510,211	$65.6M
Partners Capital Investment Group, LLP	1.78%	Reduce -42.6%	502,555	$64.6M
MML Investors Services, LLC	0.22%	Reduce -2.3%	496,369	$63.8M
Blair William & Co.	0.18%	Add +4.6%	480,124	$61.8M
Cresset Asset Management, LLC	0.30%	Reduce -12.4%	478,104	$61.5M
Truist Financial Corp.	0.10%	Add +3.2%	477,878	$61.5M
Facet Wealth, Inc.	1.61%	Reduce -8.4%	459,460	$60.8M
O'Brien Wealth Partners LLC	10.91%	Reduce -0.3%	470,908	$60.6M
Wealth Enhancement Advisory Services, LLC	0.11%	Add +12.1%	466,314	$60.0M
jvl associates llc	22.35%	Add +1.6%	458,438	$59.0M
Orion Porfolio Solutions, LLC	0.57%	Reduce -1.8%	448,251	$57.7M
Orion Portfolio Solutions, LLC	0.57%	Reduce -1.8%	448,251	$57.7M
Equitable Holdings, Inc.	0.54%	Reduce -0.7%	442,095	$56.9M
Spectrum Strategic Capital Management, LLC	35.48%	Reduce -1.9%	437,907	$56.3M
Vantage Financial Partners, LLC	14.01%	Add +2.1%	435,264	$56.0M
Pineridge Advisors LLC	20.27%	Add +47.8%	417,101	$53.6M
Northwestern Mutual Wealth Management Co.	0.04%	Reduce -11.3%	411,434	$52.9M
Crestwood Advisors Group, LLC	0.96%	Add +4.9%	397,108	$51.1M
Forvis Mazars Wealth Advisors, LLC	1.17%	Reduce -1.0%	394,871	$50.8M
&partners	0.61%	Add +102.6%	393,603	$50.7M
Kestra Advisory Services, LLC	0.28%	Add +5.6%	390,695	$50.3M
Goldman Sachs Group Inc.	0.01%	Add +125.9%	385,084	$49.5M
Regatta Capital Group, LLC	9.31%	Add +2.7%	373,357	$48.0M
Mission Wealth Management, LP	1.10%	Reduce -1.7%	360,740	$46.4M
Private Advisor Group, LLC	0.26%	Reduce -9.7%	357,980	$46.0M
Geneos Wealth Management Inc.	1.61%	Reduce -1.7%	357,122	$45.9M
Capital Analysts, LLC	1.83%	Reduce -1.5%	354,402	$45.6M
Smallwood Wealth Investment Management, LLC	31.30%	Reduce -0.6%	352,983	$45.4M
BLB&B Advisors, LLC	2.28%	Reduce -0.3%	347,862	$44.7M
Strategic Point Investment Advisors, LLC	7.29%	Reduce -0.1%	347,567	$44.7M
NorthCoast Asset Management LLC	0.22%	Add +0.7%	347,068	$44.6M
Truepoint, Inc.	1.17%	Reduce -1.5%	338,435	$43.5M
Eldridge Investment Advisors, Inc.	9.95%	Add +13.7%	332,544	$42.8M
Mercer Global Advisors Inc.	0.10%	Reduce -19.3%	327,741	$42.2M
Pure Financial Advisors, LLC	0.95%	Reduce -7.4%	325,902	$41.9M
University of Maryland Foundation, Inc.	23.35%	No change	323,381	$41.6M
Wooster Corthell Wealth Management, Inc.	8.97%	Reduce -3.0%	320,483	$41.2M
Reliant Wealth Planning	18.34%	Reduce -57.2%	304,027	$39.1M
TRUE Private Wealth Advisors	4.63%	Reduce -2.5%	296,688	$38.2M
Northwest Wealth Management, LLC	8.01%	Add +36.9%	293,888	$37.8M
Ironsides Asset Advisors, LLC	10.81%	Reduce -1.3%	292,976	$37.7M
Nicolet Advisory Services, LLC	3.41%	Reduce -0.9%	291,094	$37.1M
Financial Designs Corp	23.61%	Reduce -5.7%	278,718	$35.8M
Tolleson Wealth Management, Inc.	7.33%	Reduce -3.2%	277,917	$35.7M
Caprock Group, LLC	1.16%	Add +0.7%	276,183	$35.5M
Jones Financial Companies LLLP	0.03%	Add +34.8%	275,859	$35.5M
Captrust Financial Advisors	0.10%	Reduce -0.4%	272,008	$35.0M
Valmark Advisers, Inc.	0.54%	Reduce -1.5%	271,738	$35.0M
Friday Financial	23.63%	—	266,670	$34.3M
Kondo Wealth Advisors, Inc.	17.37%	—	266,129	$34.2M
KM Capital Management Ltd.	17.46%	Add +7.6%	262,311	$33.7M
Family Wealth Partners, LLC	15.61%	Add +19.5%	255,356	$32.8M
Rehmann Capital Advisory Group	2.08%	Reduce -6.8%	254,619	$32.8M
Advus Financial Partners, LLC	9.09%	Reduce -1.8%	251,102	$32.3M
Corient Private Wealth LP	0.05%	Reduce -18.6%	264,970	$32.0M
Alaska Permanent Capital Management, LLC	2.59%	Add +7.7%	245,626	$31.6M
Aviso Financial Inc.	1.54%	Add +5.9%	236,901	$30.5M
Cigna Investments Inc.	5.21%	Reduce -11.3%	229,812	$29.6M
Beacon Pointe Advisors, LLC	0.32%	Add +2.4%	227,044	$29.2M
Legacy Private Trust Co.	1.91%	Add +2.6%	226,412	$29.1M
Monument Capital Management	8.03%	Reduce -1.9%	226,358	$29.1M
Advisory Services Network, LLC	0.53%	Add +13.8%	222,529	$28.6M
Northeast Financial Consultants Inc	1.20%	Add +0.1%	221,720	$28.5M
Thrivent Financial for Lutherans	0.05%	Reduce -1.3%	215,351	$28.0M
Patton Albertson Miller Group, LLC	3.71%	Reduce -2.0%	215,845	$27.8M
Catalyst Private Wealth, LLC	12.28%	Add +1.2%	214,358	$27.6M
JGP Wealth Management, LLC	3.55%	Add +5.2%	213,403	$27.4M
Sendero Wealth Management, LLC	4.05%	Reduce -11.0%	211,372	$27.2M
Monashee Investment Management LLC	3.78%	No change	211,260	$27.2M
Legacy Financial Advisors, Inc.	4.48%	Reduce -2.6%	210,612	$27.1M
W.G. Shaheen & Associates DBA Whitney & Co	2.76%	Add +2.1%	204,712	$26.3M
United Capital Financial Advisors, LLC	0.22%	Reduce -3.5%	202,999	$26.1M
Integrated Wealth Concepts LLC	0.29%	Reduce -13.2%	196,216	$25.2M
BCGM Wealth Management, LLC	7.92%	Add +4.8%	194,106	$25.0M
NewEdge Advisors, LLC	0.15%	Reduce -1.8%	193,656	$24.9M
Empower Advisory Group, LLC	0.08%	Add +0.1%	193,380	$24.9M
Dohj, LLC	5.58%	Add +0.4%	187,805	$24.2M
Life Planning Partners, Inc	22.17%	Reduce -0.6%	186,415	$24.0M
Durante & Waters, LLC	19.65%	Add +0.1%	185,116	$23.8M
Cynosure Group, LLC	3.54%	Reduce -2.3%	184,443	$23.7M
Prasad Wealth Partners, LLC	7.62%	—	183,225	$23.6M
Benchmark Financial Wealth Advisors, LLC	7.52%	Reduce -0.7%	182,448	$23.5M
Astoria Strategic Wealth, Inc.	6.94%	Reduce -4.1%	181,304	$23.3M
Cherrydale Wealth Management, LLC	9.01%	Add +1.2%	181,144	$23.3M
Financial Partners Group, Inc	3.38%	Reduce -1.2%	180,042	$23.2M
Great Valley Advisor Group, Inc.	0.52%	Add +7.8%	179,701	$23.1M
Aerodigm Wealth, LLC	13.75%	Reduce -0.1%	178,899	$23.0M
Bank of New York Mellon Corp	0.00%	Add +11.7%	178,252	$22.9M
Aletheian Wealth Advisors LLC	13.41%	Reduce -2.1%	176,383	$22.7M
Vident Advisory, LLC	0.40%	Add +13.3%	176,349	$22.7M
MontVue Capital Management, Inc.	17.26%	Add +3.1%	175,966	$22.6M
Heck Capital Advisors, LLC	2.58%	Reduce -28.2%	175,101	$22.5M
Squire Investment Management Company, LLC	9.88%	Add +12.4%	174,498	$22.4M
Atria Wealth Solutions, Inc.	0.24%	Reduce -2.5%	169,226	$21.8M
Litman Gregory Wealth Management LLC	1.83%	Reduce -1.9%	164,208	$21.1M
Brady Martz Wealth Solutions, LLC	5.07%	—	164,278	$21.0M
Capstone Financial Advisors, Inc.	1.30%	Reduce -2.6%	163,320	$21.0M
IFP Advisors, Inc	0.69%	Add +1.0%	163,204	$21.0M
Thoroughbred Financial Services, LLC	1.28%	Add +1.2%	163,201	$21.0M
Stokes Family Office, LLC	2.22%	Add +1.1%	161,691	$20.8M
Northern Trust Corp.	0.00%	Reduce -5.7%	161,615	$20.8M
Constellation Investments, Inc.	0.93%	—	158,500	$20.4M
Robertson Stephens Wealth Management, LLC	0.72%	Reduce -2.1%	158,044	$20.3M
Avantax Advisory Services, Inc.	0.13%	Add +13.6%	156,958	$20.2M
Cosner Financial Group, LLC	12.56%	Add +0.7%	154,102	$19.8M
Brighton Jones LLC	0.57%	Add +4.6%	152,297	$19.6M
Gleason Group, Inc.	3.44%	Reduce -0.3%	152,080	$19.6M
Weatherly Asset Management L. P.	1.72%	Add +0.5%	151,132	$19.4M
Twin Focus Capital Partners, LLC	2.87%	Add +242.8%	150,863	$19.4M
Nwam LLC	1.19%	Add +0.6%	149,024	$19.2M
Baird Financial Group, Inc.	0.04%	Add +6.4%	148,463	$19.1M
Planned Solutions, Inc.	7.79%	Add +0.9%	148,154	$19.1M
Sax Wealth Advisors, LLC	1.49%	Reduce -1.8%	147,744	$19.0M
Brookstone Capital Management	0.27%	Reduce -3.2%	146,113	$18.8M
Heritage Financial Services, LLC	2.47%	Reduce -4.3%	144,685	$18.6M
Physician Wealth Advisors, Inc.	3.14%	Reduce -6.6%	144,611	$18.6M
Friedenthal Financial	10.77%	Reduce -1.2%	143,280	$18.4M
Hickory Point Bank & Trust	16.31%	—	142,950	$18.4M
Canvas Wealth Advisors, LLC	4.54%	Add +4.3%	140,750	$18.1M
Integrity Alliance, Llc.	1.96%	—	140,662	$18.1M
Koshinski Asset Management, Inc.	1.54%	Add +1.8%	140,006	$18.0M
Moneywise, Inc.	9.02%	Add +5.6%	139,915	$18.0M
Tortoise Investment Management, LLC	1.85%	Reduce -6.6%	136,174	$17.5M
Essex Financial Services, Inc.	1.23%	Add +8.7%	135,568	$17.4M
Beacon Financial Group	1.86%	Add +2.9%	134,698	$17.3M
Cliftonlarsonallen Wealth Advisors, LLC	0.33%	Reduce -8.9%	133,456	$17.2M
Roger Wittlin Investment Advisory, LLC	9.51%	Add +44.2%	132,051	$17.0M
Comerica Bank	0.07%	Add +3.0%	131,212	$16.9M
Kingsview Wealth Management, LLC	0.33%	Reduce -87.7%	131,198	$16.9M
TruNorth Capital Management, LLC	4.60%	Reduce -1.2%	130,918	$16.8M
Peirce Capital Management, LLC	8.61%	Add +3.9%	130,436	$16.8M
Two Sigma Investments, LP	0.04%	New	128,600	$16.5M
Oakwell Private Wealth Management, LLC	4.57%	Reduce -0.4%	126,645	$16.3M
Stevens Capital Partners	7.23%	Add +0.5%	124,215	$16.0M
Romano Brothers and Company	2.01%	Reduce -0.1%	123,997	$15.9M
Bernardo Wealth Planning LLC	3.80%	Add +8.6%	124,598	$15.9M
Wealthspire Retirement, LLC	1.24%	Reduce -1.7%	122,524	$15.8M
PrairieView Partners, LLC	1.63%	Reduce -7.7%	120,868	$15.5M
1900 Wealth Management LLC	1.29%	Reduce -0.8%	119,523	$15.4M
Greenleaf Trust	0.14%	Add +0.9%	115,589	$14.9M
Essential Planning, LLC.	0.10%	Add +5505.2%	115,074	$14.9M
DDFG, Inc	4.25%	Add +0.1%	114,530	$14.7M
Asset Dedication, LLC	1.12%	Reduce -9.8%	110,298	$14.2M
Wealthspire Advisors, LLC	0.14%	Reduce -0.6%	109,320	$14.1M
Choreo, LLC	0.20%	Reduce -7.9%	108,569	$14.0M
Elevate Wealth Advisory, Inc.	10.43%	Add +1.2%	108,733	$13.9M
WBH Advisory Inc.	1.28%	Add +1.1%	107,223	$13.8M
Savant Capital, LLC	0.11%	Add +80.9%	106,981	$13.8M
GM Advisory Group, LLC	0.76%	Add +18.2%	106,361	$13.7M
Janney Montgomery Scott LLC	0.04%	Add +1.8%	106,132	$13.7M
NWF Advisory Services Inc.	1.99%	Reduce -1.4%	105,509	$13.6M
Solano Wealth Investment Advisors LLC	7.94%	—	102,688	$13.2M
Quantinno Capital Management LP	0.13%	Add +124.8%	102,572	$13.2M
Crescent Grove Advisors, LLC	1.29%	Reduce -0.3%	101,313	$13.0M
Aptus Capital Advisors, LLC	0.15%	Add +857.8%	101,143	$13.0M
AQR Capital Management	0.02%	Add +20.6%	101,039	$13.0M
Regent Peak Wealth Advisors LLC	2.90%	Reduce -2.1%	100,462	$12.9M
Kaufman Rossin Wealth, LLC	13.11%	—	99,068	$12.7M
Waverly Advisors, LLC	0.20%	Add +8.2%	98,908	$12.7M
Summit Financial, LLC	0.45%	Add +26.3%	98,756	$12.7M
First Foundation Advisors	0.48%	Reduce -16.0%	98,394	$12.7M
Farrow Financial, Inc.	8.21%	Reduce -3.1%	98,004	$12.6M
King Wealth Management Group	1.83%	Reduce -0.2%	97,739	$12.6M
OMNI 360 Wealth, Inc.	8.29%	Add +18.7%	96,912	$12.5M
Sequoia Financial Advisors, LLC	0.12%	Add +2.3%	96,213	$12.4M
Baer Investment Advisory LLC	12.88%	—	19,211	$11.9M
First Hawaiian Bank	0.39%	Reduce -1.0%	92,649	$11.9M
Freestone Capital Holdings, LLC	0.41%	Reduce -0.8%	92,303	$11.9M
Glenview Trust Co	0.22%	Add +0.8%	90,133	$11.6M
Strategic Equity Management	4.87%	Add +42.0%	89,882	$11.6M
Family Manage LLC	1.87%	Add +5.3%	89,832	$11.6M
ORG Partners LLC	1.59%	Add +1.0%	89,269	$11.5M
MAI Capital Management	0.08%	Reduce -4.7%	88,091	$11.3M
Rollins Financial Advisors, LLC	1.77%	Reduce -2.3%	87,915	$11.3M
Guardian Wealth Advisors, LLC / NC	0.90%	Add +301155.2%	87,364	$11.2M
Wade Financial Advisory, Inc	3.72%	Reduce -1.9%	85,401	$11.0M
Cornell Pochily Investment Advisors, Inc.	3.83%	Reduce -0.4%	85,357	$11.0M
Smithfield Trust Co	0.55%	Add +67.8%	85,124	$10.9M
Smith Shellnut Wilson LLC	4.84%	Reduce -19.4%	84,981	$10.9M
Satovsky Asset Management LLC	2.49%	Reduce -4.6%	84,509	$10.9M
Single Point Partners, LLC	2.49%	New	84,059	$10.8M
Baron Silver Stevens Financial Advisors, LLC	1.82%	Add +3.1%	83,212	$10.7M
Clearstead Advisors, LLC	0.16%	Add +0.1%	82,951	$10.7M
Stratos Wealth Partners, LTD.	0.15%	Reduce -6.0%	82,759	$10.6M
Argent Trust Co	0.43%	Add +0.2%	81,808	$10.5M
Fulcrum Equity Management	10.24%	Reduce -0.3%	80,503	$10.4M
Greenwood Gearhart LLC	0.71%	New	79,803	$10.3M
Magnolia Capital Advisors LLC	2.65%	Add +12.3%	79,714	$10.3M
Sanctuary Advisors, LLC	0.06%	Reduce -26.2%	76,552	$10.2M
SVB Wealth LLC	0.19%	New	78,372	$10.1M
Towercrest Capital Management	1.61%	Reduce -10.7%	77,612	$10.0M
Independent Financial Group, LLC	0.33%	Add +3.3%	77,335	$9.9M
Kestra Private Wealth Services, LLC	0.17%	Add +41.7%	76,762	$9.9M
Jmac Enterprises LLC	1.54%	Add +5.1%	76,071	$9.8M
Fairvoy Private Wealth, LLC	2.59%	—	75,854	$9.8M
CreativeOne Wealth, LLC	0.30%	Add +1.0%	75,844	$9.8M
Signature Estate & Investment Advisors LLC	0.24%	Reduce -1.1%	73,791	$9.5M
O'shaughnessy Asset Management, LLC	0.08%	Reduce -0.6%	73,439	$9.4M
Plancorp, LLC	0.38%	Reduce -38.0%	72,114	$9.3M
Investors Research Corp	2.03%	Reduce -2.7%	71,853	$9.2M
StoneX Group Inc.	0.50%	Add +2.5%	70,379	$9.1M
Aft, Forsyth & Sober, LLC	2.89%	Reduce -1.8%	69,275	$8.9M
MorganRosel Wealth Management, LLC	2.87%	Add +1.6%	68,100	$8.8M
KFA Private Wealth Group, LLC	3.67%	Reduce -5.4%	68,074	$8.8M
Rede Wealth, LLC	3.31%	Reduce -1.0%	67,220	$8.6M
ETF Portfolio Partners, Inc.	2.54%	Reduce -8.3%	65,858	$8.5M
CENTRAL TRUST Co	0.21%	Add +1.2%	65,494	$8.4M
Retirement Planning Group, LLC	0.42%	Add +6.4%	65,489	$8.4M
Element Wealth, LLC	4.35%	Reduce -6.3%	64,707	$8.3M
Rockefeller Capital Management L.P.	0.02%	Add +10.3%	64,060	$8.2M
Turtle Creek Wealth Advisors, LLC	1.90%	Reduce -1.7%	64,035	$8.2M
Sard Wealth Management Group, LLC	5.48%	Reduce -5.8%	63,430	$8.2M
Foundations Investment Advisors, LLC	0.16%	Add +538.9%	63,249	$8.1M
Naples Global Advisors, LLC	0.76%	Add +0.7%	62,859	$8.1M
CogentBlue Wealth Advisors, LLC	7.07%	—	62,448	$8.0M
OneDigital Investment Advisors LLC	0.09%	Reduce -0.7%	62,290	$8.0M
Roble, Belko & Company, Inc	1.27%	Reduce -0.9%	62,016	$8.0M
Sigma Planning Corp	0.25%	Reduce -5.1%	61,189	$7.9M
Certus Wealth Management, LLC	5.27%	Add +3.7%	59,131	$7.9M
Moneco Advisors, LLC	0.83%	Reduce -0.6%	61,125	$7.9M
Modera Wealth Management, LLC	0.09%	Reduce -3.1%	60,452	$7.8M
Amplius Wealth Advisors, LLC	0.79%	Add +0.6%	60,085	$7.7M
Grove Bank & Trust	1.06%	Reduce -0.2%	59,286	$7.6M
Patriot Investment Management Group, Inc.	0.57%	Reduce -8.8%	59,068	$7.6M
Well Done, LLC	1.39%	No change	60,387	$7.6M
Donor Advised Charitable Giving, Inc.	0.17%	Add +0.4%	58,924	$7.6M
Forbes J M & Co. LLP	0.71%	Reduce -0.7%	57,685	$7.4M
Global Retirement Partners, LLC	0.21%	Reduce -0.5%	57,000	$7.3M
Envestnet Portfolio Solutions, Inc.	0.02%	Reduce -3.8%	56,988	$7.3M
First Financial Bank - Trust Division	0.68%	Reduce -3.2%	56,386	$7.3M
Summit Wealth Partners, LLC	1.48%	Reduce -4.4%	56,174	$7.2M
Fifth Third Securities, Inc.	0.61%	Reduce -2.3%	55,966	$7.2M
A&I Financial Services, LLC	7.00%	—	55,827	$7.2M
Bradley & Co. Private Wealth Management, LLC	4.46%	—	55,499	$7.1M
Hardy Reed LLC	0.63%	Reduce -4.6%	55,480	$7.1M
Matthew Goff Investment Advisor, LLC	1.32%	Add +0.2%	55,384	$7.1M
Lynch & Associates	1.54%	Reduce -2.7%	55,355	$7.1M
Principal Securities, Inc.	0.16%	Add +22.6%	54,782	$7.0M
Hassell Wealth Management, LLC	2.81%	Add +1.3%	52,473	$7.0M
Bar Harbor Wealth Management	0.46%	No change	54,194	$7.0M
Endowment Wealth Management, Inc.	4.64%	Add +7.4%	53,741	$6.9M
Hollencrest Capital Management	0.28%	Reduce -1.9%	53,646	$6.9M
National Philanthropic Trust	0.10%	Reduce -1.9%	53,646	$6.9M
Claris Advisors, LLC / Mo /	2.58%	Add +9.1%	53,429	$6.9M
Ridgecrest Wealth Partners, LLC	3.71%	Reduce -2.1%	53,177	$6.8M
Independent Solutions Wealth Management, LLC	1.49%	Reduce -22.8%	53,045	$6.8M
EP Wealth Advisors, LLC	0.06%	Add +153.6%	52,800	$6.8M
Grand Wealth Management, LLC	3.70%	Reduce -0.8%	51,636	$6.6M
Bank of Montreal	0.00%	Reduce -9.0%	51,130	$6.6M
Westwood Holdings Group Inc.	0.05%	No change	50,976	$6.6M
Ironwood Financial, llc	1.37%	Reduce -3.2%	50,745	$6.5M
HBK Sorce Advisory LLC	0.20%	Add +0.7%	50,587	$6.5M
Fairview Capital Investment Management, LLC	0.33%	Reduce -1.8%	50,035	$6.4M
Capital Planning LLC	1.67%	Reduce -1.7%	49,473	$6.4M
SCS Capital Management LLC	0.13%	Add +0.0%	49,430	$6.4M
Avior Wealth Management, LLC	0.23%	Add +94.9%	49,040	$6.3M
DKM Wealth Management, Inc.	5.95%	—	48,791	$6.3M
Davidson Investment Advisors	0.30%	Add +1.4%	48,281	$6.2M
Flagship Private Wealth, LLC	2.97%	Add +13.1%	48,007	$6.2M
Chicago Partners Investment Group LLC	0.20%	Reduce -1.9%	47,245	$6.1M
Aegis Wealth Management LLC	4.13%	—	47,518	$6.1M
Tyler-Stone Wealth Management	1.08%	Reduce -5.9%	46,991	$6.0M
National Bank of Canada	0.01%	Add +8.9%	46,411	$6.0M
Avalon Advisory Group	2.72%	Reduce -8.1%	46,242	$5.9M
GeoWealth Management, LLC	0.19%	Reduce -4.2%	46,212	$5.9M
Tsfg, LLC	1.22%	Reduce -0.2%	46,034	$5.9M
Nations Financial Group Inc, /Ia/	0.43%	Add +4.7%	45,977	$5.9M
First Heartland Consultants, Inc.	0.60%	Reduce -6.4%	45,695	$5.9M
LVZ, Inc.	0.75%	Add +29.5%	45,399	$5.8M
PFG Investments, LLC	0.36%	Reduce -6.8%	45,022	$5.8M
Pathstone Holdings, LLC	0.03%	Reduce -87.0%	44,050	$5.7M
Ferguson Wellman Capital Management, Inc.	0.11%	Reduce -0.5%	43,964	$5.7M
Morling Financial Advisors, LLC	1.97%	Reduce -0.2%	43,852	$5.6M
Callan Family Office, LLC	0.36%	Add +70.8%	43,803	$5.6M
Wealthcare Capital Management LLC	0.57%	Reduce -15.7%	43,798	$5.6M
Steward Partners Investment Advisory, LLC	0.05%	Reduce -42.9%	43,571	$5.6M
Sheets Smith Wealth Management	0.68%	Reduce -0.5%	43,207	$5.6M
Renaissance Technologies	0.01%	New	43,100	$5.5M
Bank of Hawaii	0.31%	Reduce -0.3%	43,086	$5.5M
Sutton Place Investors LLC	3.20%	No change	42,911	$5.5M
Hudock, Inc.	0.96%	Reduce -5.5%	42,867	$5.5M
JSF Financial, LLC	1.47%	Reduce -7.2%	42,734	$5.5M
Johnson Investment Counsel Inc.	0.05%	Add +0.5%	41,964	$5.4M
Columbus Macro, LLC	0.75%	Add +183.3%	41,791	$5.4M
FAS Wealth Partners, Inc.	0.45%	Reduce -2.1%	41,731	$5.4M
Snowden Capital Advisors LLC	0.17%	Add +6.3%	41,722	$5.4M
Pinnacle Financial Partners Inc	0.11%	Reduce -45.6%	41,547	$5.3M
Franklin Resources Inc.	0.00%	Add +5.4%	41,525	$5.3M
Western Wealth Management, LLC	0.28%	Add +16.3%	40,955	$5.3M
Retirement Capital Strategies	1.98%	Reduce -2.7%	40,595	$5.2M
Investment Advisory Group, LLC	1.75%	Add +3.2%	40,559	$5.2M
MBA Advisors LLC	2.64%	Add +0.5%	40,511	$5.2M
Vontobel Holding Ltd.	0.02%	Add +7.9%	39,687	$5.1M
Doliver Advisors, LP	1.41%	Reduce -20.7%	39,409	$5.1M
RFG Advisory, LLC	0.14%	Add +13.0%	39,355	$5.1M
Dakota Wealth Management	0.12%	Add +9.9%	39,276	$5.1M
Farther Finance Advisors, LLC	0.18%	Add +6.0%	38,535	$5.0M
Canandaigua National Bank & Trust Co.	0.49%	No change	38,491	$5.0M
Debussy Capital Management LP	0.75%	Reduce -11.1%	37,311	$4.9M
Cornerstone Wealth Group, LLC	0.40%	Reduce -4.8%	38,144	$4.9M
Park Avenue Securities LLC	0.05%	Add +51.4%	38,015	$4.9M
PNC Financial Services Group, Inc.	0.00%	Add +13.9%	37,926	$4.9M
NYL Investors LLC	0.44%	Add +4.7%	37,594	$4.8M
BlackDiamond Wealth Management, LLC	2.78%	Reduce -0.8%	37,396	$4.8M
J.W. Cole Advisors, Inc.	0.19%	Add +13.4%	37,334	$4.8M
Fonville Wealth Management LLC	1.57%	Reduce -3.1%	37,010	$4.8M
Capital Advisors, Ltd. LLC	0.60%	Reduce -0.6%	36,925	$4.7M
Concourse Financial Group Securities, Inc.	0.27%	Reduce -24.5%	35,536	$4.7M
Sunbelt Securities, Inc.	0.41%	Reduce -3.2%	36,303	$4.7M
MA Private Wealth	0.87%	Reduce -0.4%	36,376	$4.7M
Merit Financial Group, LLC	0.08%	Add +38.8%	36,120	$4.6M
Ashton Thomas Private Wealth, LLC	0.18%	Add +4.0%	35,857	$4.6M
Wealth Management Associates, Inc.	1.95%	Add +1.5%	35,560	$4.6M
May Hill Capital, LLC	1.76%	—	35,443	$4.6M
Keystone Financial Group	0.45%	Reduce -4.4%	35,330	$4.5M
Allie Family Office LLC	2.51%	No change	35,131	$4.5M
Soltis Investment Advisors LLC	0.42%	Add +0.1%	35,082	$4.5M
Riggs Capital Management LLC	4.36%	—	34,585	$4.4M
CW Advisors, LLC	0.06%	Add +261.3%	34,193	$4.4M
LCNB Corp.	1.58%	Reduce -2.9%	33,650	$4.3M
Ieq Capital, LLC	0.04%	Add +10.3%	33,476	$4.3M
Sagespring Wealth Partners, LLC	0.11%	—	33,288	$4.3M
Up Strategic Wealth Investment Advisors LLC	4.27%	No change	33,172	$4.3M
Lazard Asset Management LLC	0.01%	No change	32,865	$4.2M
Independent Advisor Alliance	0.06%	New	32,724	$4.2M
Arax Advisory Partners	0.26%	Add +1.4%	32,558	$4.2M
Fortress Financial Solutions, LLC	5.96%	—	32,485	$4.2M
Kraft Asset Management, LLC	3.22%	Add +0.0%	32,010	$4.2M
Diversified Portfolios, Inc.	0.45%	Add +15.8%	32,373	$4.2M
Libra Wealth LLC	1.62%	Reduce -8.0%	32,348	$4.2M
Glen Eagle Advisors, LLC	0.69%	Add +3.4%	32,288	$4.2M
Apella Capital, LLC	0.16%	Reduce -7.2%	32,280	$4.2M
Apollon Wealth Management, LLC	0.09%	Add +56.9%	31,668	$4.1M
Sigma Investment Counselors Inc.	0.24%	Reduce -0.4%	31,440	$4.0M
Rather & Kittrell, Inc.	0.95%	Reduce -8.4%	31,381	$4.0M
Legacy Financial Group LLC	0.65%	Reduce -2.3%	31,017	$4.0M
Montecito Bank & Trust	0.69%	Add +1.8%	30,963	$4.0M
Wedmont Private Capital	0.21%	Add +5.4%	30,856	$3.9M
CFS Investment Advisory Services, LLC	0.35%	Add +2.2%	30,486	$3.9M
Modern Wealth Management, LLC	0.15%	Add +3.5%	30,450	$3.9M
Ausdal Financial Partners, Inc.	0.34%	Add +672.1%	30,257	$3.9M
Prospera Financial Services Inc	0.09%	Reduce -0.2%	30,100	$3.9M
VestGen Investment Management	1.04%	No change	29,678	$3.8M
Pettinga Financial Advisors LLC	0.84%	Reduce -44.2%	28,890	$3.7M
Carr Financial Group Corp	1.15%	Add +0.3%	28,536	$3.7M
Gladstone Institutional Advisory LLC	0.17%	Reduce -2.3%	28,529	$3.7M
Climber Capital SA	3.00%	—	34,332	$3.6M
Bessemer Group Inc.	0.01%	Reduce -1.3%	28,274	$3.6M
Summit Investment Advisory Services, LLC	1.84%	Reduce -0.7%	27,763	$3.6M
Private Trust Co. NA	0.36%	Reduce -12.6%	27,617	$3.6M
Oxford Financial Group, LTD. LLC	0.23%	Add +26.1%	27,372	$3.5M
Forte Asset Management LLC	1.87%	Reduce -0.4%	27,347	$3.5M
PFG Advisors	0.21%	Add +2.7%	27,131	$3.5M
Symphony Financial Services, Inc.	2.79%	Reduce -0.3%	27,041	$3.5M
Sentinel Pension Advisors, LLC	0.64%	Reduce -8.3%	26,616	$3.4M
Citigroup Inc.	0.00%	Reduce -12.1%	26,560	$3.4M
Capital Market Strategies LLC	1.95%	Reduce -0.6%	26,255	$3.4M
Joel Isaacson & Co., LLC	0.15%	Add +0.3%	26,196	$3.4M
Glass Jacobson Investment Advisors llc	1.10%	Reduce -2.4%	26,113	$3.4M
Sage Mountain Advisors LLC	0.24%	Add +3.4%	26,015	$3.3M
TFC Financial Management, Inc.	0.53%	Reduce -1.3%	25,998	$3.3M
N.E.W. Advisory Services LLC	0.31%	Reduce -0.1%	25,727	$3.3M
Townsquare Capital LLC	0.04%	Add +13.7%	25,616	$3.3M
Choate Investment Advisors	0.08%	No change	25,613	$3.3M
Gotham Asset Management	0.03%	New	25,540	$3.3M
CPC Advisors, LLC	0.44%	Add +0.8%	25,087	$3.2M
Birch Financial Group, LLC	3.62%	—	25,020	$3.2M
Samalin Investment Counsel, LLC	1.38%	Add +4.0%	25,009	$3.2M
Silvia McColl Wealth Management, LLC	2.39%	No change	24,800	$3.2M
Jefferies Financial Group Inc.	0.04%	Add +0.0%	24,631	$3.2M
GSG Advisors LLC	1.00%	Add +5.6%	24,615	$3.2M
Badgley Phelps Wealth Managers, LLC	0.07%	Reduce -3.7%	24,540	$3.2M
Natixis Advisors, LLC	0.01%	Add +12.5%	24,133	$3.1M
RFP Financial Group LLC	1.21%	Add +1.7%	24,025	$3.1M
Moneta Group Investment Advisors LLC	0.04%	Add +4.5%	23,920	$3.1M
Serenus Wealth Advisors, LLC	0.53%	—	23,810	$3.1M
Tiaa Trust, National Association	0.01%	Reduce -0.8%	23,662	$3.0M
Bokf, NA	0.05%	Add +134.9%	23,662	$3.0M
Aspiriant, LLC	0.11%	No change	23,325	$3.0M
Composition Wealth, LLC	0.06%	Reduce -0.3%	23,040	$3.0M
Quadrant Private Wealth Management, LLC	0.73%	Reduce -0.7%	23,007	$3.0M
Kings Path Partners LLC	1.26%	Add +64.0%	22,872	$2.9M
Wealthcare Advisory Partners LLC	0.08%	Reduce -6.2%	22,761	$2.9M
Clark Asset Management, LLC	0.54%	Add +318.9%	22,670	$2.9M
Tenon Financial LLC	1.87%	No change	22,540	$2.9M
Fiduciary Alliance LLC	0.29%	Add +4.5%	22,405	$2.9M
SC&H Financial Advisors, Inc.	0.59%	Reduce -0.7%	22,218	$2.9M
Rf&l Wealth Management, LLC	2.01%	Add +4.7%	22,144	$2.8M
Correct Capital Wealth Management	0.56%	Add +7.5%	21,991	$2.8M
Buttonwood Financial Advisors Inc.	1.24%	Reduce -4.2%	21,883	$2.8M
BridgePort Financial Solutions, LLC	1.27%	—	21,924	$2.8M
Gries Financial LLC	0.49%	Add +0.4%	21,540	$2.8M
Keystone Financial Group, Inc.	2.23%	—	21,425	$2.8M
Agf Management Ltd.	0.01%	No change	21,185	$2.7M
Snider Financial Group	0.84%	Reduce -0.9%	20,994	$2.7M
TKG Advisors, LLC	1.24%	Reduce -1.6%	20,160	$2.7M
ShoreHaven Wealth Partners, LLC	1.27%	Add +0.1%	20,892	$2.7M
Kelly Financial Services LLC	0.96%	Reduce -6.3%	20,786	$2.7M
Bordeaux Wealth Advisors LLC	0.43%	Reduce -44.0%	20,637	$2.7M
AdvisorNet Financial, Inc	0.22%	Reduce -6.3%	20,618	$2.7M
Ritholtz Wealth Management	0.08%	Reduce -3.2%	20,582	$2.6M
Northwest Bancshares, Inc.	0.49%	Reduce -0.9%	20,485	$2.6M
Maltin Wealth Management, Inc.	1.29%	Reduce -1.2%	20,440	$2.6M
Able Wealth Management LLC	1.70%	Reduce -3.8%	20,052	$2.6M
Great Point Wealth Advisors, LLC	0.56%	Reduce -1.2%	20,037	$2.6M
B. Riley Wealth Advisors, Inc.	0.08%	Reduce -11.2%	20,019	$2.6M
HMV Wealth Advisors, LLC	2.57%	—	19,950	$2.6M
First National Bank & Trust Co. of Newtown	0.54%	No change	19,930	$2.6M
Alliance Wealth Management Group	0.68%	Reduce -11.7%	19,864	$2.6M
Quad-Cities Investment Group, LLC	1.24%	Reduce -0.8%	19,700	$2.5M
Elevation Point Wealth Partners, LLC	0.20%	Add +62.5%	19,617	$2.5M
Financial Engines Advisors L.L.C.	0.01%	Add +14.6%	19,540	$2.5M
Evoke Wealth, LLC	0.07%	Add +7.2%	19,501	$2.5M
Cascade Financial Partners, LLC	0.33%	Add +3.5%	19,459	$2.5M
Aaron Wealth Advisors LLC	0.29%	Reduce -8.8%	19,349	$2.5M
IHT Wealth Management, LLC	0.08%	Reduce -7.6%	19,261	$2.5M
Sage Financial Group Inc.	0.20%	Add +3.4%	18,915	$2.4M
Mayflower Financial Advisors, LLC	0.36%	Reduce -1.2%	18,754	$2.4M
M&T Bank Corp	0.01%	Add +1.1%	18,689	$2.4M
Abound Wealth Management	0.77%	Add +41.7%	18,633	$2.4M
ZWJ Investment Counsel Inc.	0.10%	Reduce -0.4%	18,494	$2.4M
Brown Advisory Inc.	0.00%	Reduce -26.4%	18,384	$2.4M
Phillips Financial Management, LLC	0.19%	Reduce -12.2%	18,344	$2.4M
Tudor Investment Corporation	0.02%	Reduce -77.8%	18,175	$2.3M
Keybank National Association	0.01%	Add +13.5%	18,156	$2.3M
Claro Advisors Inc.	0.31%	Add +2.0%	17,863	$2.3M
Magnolia Private Wealth, LLC	2.00%	—	17,459	$2.2M
Prosperity Planning, Inc.	1.02%	Reduce -2.9%	17,415	$2.2M
Alta Wealth Advisors LLC	0.98%	Add +1.8%	17,399	$2.2M
Assetmark, Inc.	0.01%	Add +170.1%	17,385	$2.2M
Accredited Investors Inc.	0.13%	Reduce -0.5%	17,353	$2.2M
Spire Wealth Management	0.07%	Add +15.1%	17,324	$2.2M
Mutual Advisors, LLC	0.06%	Reduce -11.7%	17,098	$2.2M
Archer Investment Corp	0.59%	Add +0.0%	17,278	$2.2M
Talisman Wealth Advisors LLC	2.34%	Reduce -13.6%	17,175	$2.2M
Peak Financial Management, Inc.	0.66%	Reduce -0.8%	17,023	$2.2M
Sowa Financial Group, Inc.	1.37%	Reduce -2.9%	17,002	$2.2M
Associated Banc-Corp	0.07%	Reduce -2.7%	16,998	$2.2M
Trivium Point Advisory, LLC	0.27%	Add +23.6%	16,896	$2.2M
Cherry Tree Wealth Management, LLC	0.54%	Reduce -1.3%	16,851	$2.2M
Hamilton Capital, LLC	0.16%	No change	16,835	$2.2M
Brooklyn FI, LLC	0.72%	Add +1.1%	16,813	$2.2M
Geller Advisors LLC	0.14%	Add +0.1%	16,770	$2.2M
Farmers & Merchants Investments Inc.	0.07%	Add +0.3%	16,762	$2.2M
Sand Hill Global Advisors, LLC	0.09%	No change	16,672	$2.1M
Lauterbach Financial Advisors, LLC	1.30%	Add +5.0%	16,627	$2.1M
Cardiff Park Advisors, LLC	0.20%	Reduce -0.2%	16,607	$2.1M
TD Private Client Wealth LLC	0.06%	Add +18.7%	16,477	$2.1M
Wealth Group Ltd	0.61%	Reduce -6.8%	16,459	$2.1M
Destiny Wealth Partners, LLC	0.35%	Add +2.1%	16,425	$2.1M
Signaturefd, LLC	0.04%	Reduce -0.8%	16,339	$2.1M
Grey Ledge Advisors, LLC	0.54%	Reduce -3.5%	16,283	$2.1M
Schrum Private Wealth Management LLC	1.77%	Reduce -7.4%	16,236	$2.1M
Tranquility Partners, LLC	0.79%	Reduce -0.3%	16,121	$2.1M
AE Wealth Management LLC	0.02%	Add +0.9%	16,010	$2.1M
Compound Planning, Inc.	0.10%	Reduce -4.3%	15,882	$2.0M
Hoxton Planning & Management, LLC	0.78%	Reduce -0.9%	15,844	$2.0M
NewEdge Wealth, LLC	0.04%	Reduce -1.5%	15,783	$2.0M
Dopkins Wealth Management, LLC	1.03%	Add +169.5%	15,716	$2.0M
McGlone Suttner Wealth Management, Inc.	0.34%	Add +14.1%	15,670	$2.0M
Apollon Financial, LLC	0.50%	No change	15,642	$2.0M
Vanguard Group Inc.	0.00%	Add +11.8%	15,616	$2.0M
BIP Wealth, LLC	0.13%	Reduce -1.3%	15,528	$2.0M
Guidance Point Advisors, LLC	0.58%	Add +0.0%	15,494	$2.0M
Essex Bank	0.49%	Add +10.1%	15,410	$2.0M
Concurrent Investment Advisors, LLC	0.05%	Reduce -15.3%	15,403	$2.0M
Stephens Inc.	0.03%	Reduce -34.7%	15,353	$2.0M
Objective Capital Management, LLC	1.32%	Reduce -2.8%	15,327	$2.0M
Baker Tilly Wealth Management, LLC	0.77%	Add +706.6%	15,278	$2.0M
Financial Advocates Investment Management	0.11%	Reduce -0.4%	15,219	$2.0M
Walkner Condon Financial Advisors LLC	0.40%	Add +2.9%	15,148	$1.9M
Wealth Effects LLC	0.69%	Add +0.1%	15,116	$1.9M
Almanack Investment Partners, LLC.	0.30%	No change	15,013	$1.9M
Whitcomb & Hess, Inc.	0.60%	Reduce -2.2%	15,003	$1.9M
Axxcess Wealth Management, LLC	0.05%	Add +0.5%	14,857	$1.9M
Parkside Investments, LLC	0.28%	Add +0.5%	14,759	$1.9M
Centerpoint Advisors, LLC	0.66%	Add +3.6%	14,681	$1.9M
Jackson Thornton Wealth Management, LLC	0.24%	Add +7.7%	14,641	$1.9M
Valeo Financial Advisors, LLC	0.05%	Reduce -16.0%	14,611	$1.9M
Rosenberg Matthew Hamilton	0.49%	Reduce -5.5%	14,542	$1.9M
Patten Group, Inc.	0.41%	Reduce -4.5%	14,517	$1.9M
Northwest Capital Management Inc	0.79%	Reduce -0.0%	14,317	$1.8M
Fifth Third Bancorp	0.01%	Add +20.7%	14,213	$1.8M
Summit X, LLC	0.40%	Add +6.5%	14,179	$1.8M
Blue Fin Capital, Inc.	0.33%	Add +0.4%	14,110	$1.8M
Whitaker-Myers Wealth Managers, LTD.	0.53%	Add +2.9%	14,032	$1.8M
Consolidated Portfolio Review Corp	0.28%	New	13,998	$1.8M
SageView Advisory Group, LLC	0.08%	Add +32.1%	13,968	$1.8M
KOM Wealth Management Group, LLC	1.33%	Reduce -4.7%	13,956	$1.8M
Cable Hill Partners, LLC	0.18%	New	13,944	$1.8M
Michael A. Dubis Financial Planning, LLC	1.73%	—	13,939	$1.8M
Strategic Wealth Investment Group, LLC	0.10%	New	2,004	$1.8M
Icon Wealth Advisors, LLC	0.15%	No change	13,880	$1.8M
SFG Wealth Management, LLC.	0.94%	Reduce -1.2%	13,858	$1.8M
Pinnacle Family Advisors, LLC	0.86%	Add +0.9%	13,854	$1.8M
Klingman & Associates, LLC	0.11%	Add +0.9%	13,844	$1.8M
Ameritas Advisory Services, LLC	0.06%	Add +21.0%	13,830	$1.8M
Insigneo Advisory Services, LLC	0.18%	Reduce -31.8%	13,774	$1.8M
Westside Investment Management, Inc.	0.37%	Reduce -0.2%	13,561	$1.7M
WJ Wealth Management, LLC	0.60%	Add +0.5%	13,521	$1.7M
World Investment Advisors	0.05%	Add +3.3%	13,409	$1.7M
BlueStem Wealth Partners, LLC	0.22%	—	13,313	$1.7M
FourThought Financial Partners, LLC	0.18%	No change	13,260	$1.7M
Stephenson & Company, Inc.	1.14%	No change	13,202	$1.7M
D.A. Davidson & Co.	0.01%	Add +5.5%	13,195	$1.7M
TBH Global Asset Management, LLC	0.40%	Reduce -3.0%	13,162	$1.7M
Compass Ion Advisors, LLC	0.20%	Add +13.7%	13,093	$1.7M
Fidelis Capital Partners, LLC	0.17%	Reduce -2.9%	12,774	$1.7M
Hobbs Group Advisors, LLC	0.63%	Add +8.1%	12,970	$1.7M
Flagship Harbor Advisors, LLC	0.09%	Reduce -84.1%	12,882	$1.7M
EPG Wealth Management LLC	0.43%	Reduce -3.9%	12,793	$1.6M
Drucker Wealth 3.0, LLC	0.38%	Add +24.8%	12,720	$1.6M
Bogart Wealth, LLC	0.08%	No change	12,631	$1.6M
GWN Securities Inc.	0.43%	—	12,576	$1.6M
Grange Capital, LLC	1.68%	—	12,497	$1.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.24%	Add +8.3%	12,490	$1.6M
Optivise Advisory Services LLC	0.86%	Reduce -0.6%	12,478	$1.6M
Global View Capital Management LLC	0.56%	—	12,466	$1.6M
Oppenheimer & Co. Inc.	0.02%	Add +9.9%	12,318	$1.6M
Gryphon Financial Partners LLC	0.23%	Add +0.0%	12,230	$1.6M
Ibex Wealth Advisors	0.18%	New	12,121	$1.6M
Qube Research & Technologies Ltd	0.00%	Add +115.8%	12,024	$1.5M
My Personal CFO, LLC	0.79%	No change	11,967	$1.5M
Pioneer Trust Bank N A	0.38%	No change	11,835	$1.5M
Aspen Wealth Management LLC	0.45%	Reduce -16.1%	11,738	$1.5M
Private Capital Management LLC	0.30%	Reduce -4.2%	11,709	$1.5M
Bawa N Mallick Trust	0.66%	—	11,658	$1.5M
Weaver Consulting Group	0.46%	Add +1.9%	11,657	$1.5M
Robinson Smith Wealth Advisors LLC	1.26%	Add +0.1%	11,544	$1.5M
Finley Financial, LLC	0.77%	—	11,375	$1.5M
Hemington Wealth Management	0.37%	No change	11,403	$1.5M
Meridian Wealth Partners, LLC	0.22%	Reduce -0.3%	11,378	$1.5M
Level Four Advisory Services, LLC	0.06%	Reduce -12.8%	11,370	$1.5M
Professional Financial Advisors, LLC	0.37%	Reduce -0.6%	11,305	$1.5M
TD Waterhouse Canada Inc.	0.01%	Add +223.5%	11,280	$1.5M
Cyndeo Wealth Partners, LLC	0.10%	Add +0.2%	11,240	$1.4M
Beacon Financial Advisory LLC	0.47%	Reduce -0.4%	11,234	$1.4M
Cassady Schiller Wealth Management, LLC	0.53%	No change	11,192	$1.4M
San Luis Wealth Advisors LLC	0.27%	Reduce -1.2%	11,155	$1.4M
IFC Advisors LLC	0.31%	—	11,108	$1.4M
Foguth Wealth Management, LLC.	0.37%	Add +62.5%	10,648	$1.4M
Kovack Advisors, Inc.	0.14%	Add +1.8%	11,041	$1.4M
Harbour Investments, Inc.	0.04%	Add +1.4%	11,040	$1.4M
Arkadios Wealth Advisors	0.08%	Add +25.8%	10,939	$1.4M
Clarity Asset Management, Inc.	0.91%	Add +0.4%	10,903	$1.4M
Accurate Wealth Management, LLC	0.27%	Reduce -71.3%	10,991	$1.4M
Cantor Fitzgerald Investment Advisors L.P.	0.10%	Reduce -1.0%	10,874	$1.4M
Legacy Advisors, LLC	0.14%	No change	10,867	$1.4M
Integrated Advisors Network LLC	0.07%	Reduce -2.6%	10,854	$1.4M
Wescott Financial Advisory Group, LLC	0.14%	Reduce -6.2%	10,812	$1.4M
Coordinated Financial Services, Inc.	1.09%	—	10,724	$1.4M
Blueprint Investment Partners LLC	0.22%	Reduce -15.8%	10,678	$1.4M
Westmount Partners, LLC	0.42%	Add +0.3%	10,629	$1.4M
Two Sigma Securities, LLC	0.24%	New	10,494	$1.3M
Baring Financial LLC	1.20%	—	10,487	$1.3M
Clear Creek Financial Management, LLC	0.15%	Reduce -0.2%	10,449	$1.3M
Sylvest Advisors, LLC	0.82%	—	10,422	$1.3M
Pennington Partners & Co., LLC	0.66%	—	10,364	$1.3M
Cahill Financial Advisors Inc.	0.18%	Reduce -0.2%	10,350	$1.3M
Wedbush Securities Inc.	0.05%	Add +25.0%	10,302	$1.3M
Marino, Stram & Associates LLC	0.29%	No change	10,272	$1.3M
Regency Capital Management Inc.\DE	0.71%	Reduce -58.0%	10,235	$1.3M
Sovereign Financial Group, Inc.	0.30%	Add +0.1%	10,212	$1.3M
Pasadena Private Wealth, LLC	0.27%	Add +31.7%	10,189	$1.3M
Eagle Bluffs Wealth Management LLC	0.70%	Reduce -27.3%	10,178	$1.3M
Tanglewood Legacy Advisors, LLC	0.56%	Add +0.3%	10,096	$1.3M
Focus Financial Network, Inc.	0.05%	Add +181.7%	10,045	$1.3M
Index Fund Advisors, Inc.	0.07%	No change	10,020	$1.3M
Laird Norton Wetherby Wealth Management, LLC	0.06%	Add +80.4%	9,974	$1.3M
Strategic Blueprint, LLC	0.08%	Reduce -6.7%	9,858	$1.3M
Visionary Wealth Advisors	0.07%	Add +0.7%	9,855	$1.3M
Wolff Wiese Magana LLC	0.84%	No change	9,836	$1.3M
Sugarloaf Wealth Management, LLC	0.24%	Reduce -2.2%	9,813	$1.3M
Sugar Maple Asset Management, LLC	0.96%	Add +0.0%	9,777	$1.3M
Journey Strategic Wealth LLC	0.05%	Reduce -20.7%	9,757	$1.3M
Cahaba Wealth Management, Inc.	0.10%	Reduce -4.3%	9,734	$1.3M
Fielder Capital Group LLC	0.39%	No change	9,685	$1.2M
Dynamic Advisor Solutions LLC	0.05%	Reduce -79.4%	9,562	$1.2M
Csenge Advisory Group	0.07%	Add +17.9%	9,533	$1.2M
Institute for Wealth Management, LLC.	0.15%	Add +19.1%	9,495	$1.2M
Signature Wealth Management Partners, LLC	0.84%	Add +2.2%	9,491	$1.2M
Silver Oak Securities, Incorporated	0.11%	Add +1.9%	9,413	$1.2M
Chicago Capital, LLC	0.03%	No change	9,418	$1.2M
Somerset Trust Co	0.45%	No change	9,385	$1.2M
NDVR, Inc.	1.15%	No change	9,368	$1.2M
Accelerate Investment Advisors LLC	1.06%	Reduce -0.3%	9,302	$1.2M
Curated Wealth Partners LLC	0.14%	New	9,301	$1.2M
Schechter Investment Advisors, LLC	0.09%	Reduce -19.7%	9,279	$1.2M
VeraBank, N.A.	0.33%	No change	9,216	$1.2M
Pathway Financial Advisors LLC	0.27%	No change	9,200	$1.2M
Daymark Wealth Partners, LLC	0.05%	Reduce -27.7%	9,162	$1.2M
Oakworth Capital, Inc.	0.08%	No change	9,066	$1.2M
Financial Counselors Inc.	0.02%	Reduce -14.5%	8,995	$1.2M
Mosaic Family Wealth Partners, LLC	0.17%	Add +0.5%	8,992	$1.2M
Helium Advisors LLC	0.92%	—	8,987	$1.2M
Adams Wealth Management	0.22%	Reduce -2.8%	8,874	$1.1M
CacheTech Inc.	0.21%	Reduce -2.8%	8,874	$1.1M
Financial Consulate, Inc.	0.30%	New	8,852	$1.1M
Perigon Wealth Management, LLC	0.03%	Reduce -0.2%	8,738	$1.1M
Sprinkle Financial Consultants LLC	0.77%	Reduce -9.3%	8,816	$1.1M
Mayport, LLC	0.33%	No change	8,710	$1.1M
Avidian Wealth Enterprises, LLC	0.05%	Reduce -3.7%	8,671	$1.1M
Cooper Financial Group	0.13%	Reduce -4.0%	8,640	$1.1M
LaSalle St. Investment Advisors, LLC	0.34%	Add +2.0%	8,607	$1.1M
Advisors Capital Management, LLC	0.02%	Add +6.2%	8,597	$1.1M
American Trust	0.08%	New	8,583	$1.1M
Southeast Asset Advisors, LLC	0.13%	Reduce -3.5%	8,526	$1.1M
Milestone Asset Management, LLC	0.24%	Reduce -0.1%	8,506	$1.1M
Apexium Financial, LP	0.07%	Add +1.9%	8,399	$1.1M
Money Concepts Capital Corp.	0.08%	Add +9.9%	8,387	$1.1M
LexAurum Advisors, LLC	0.22%	Add +2.0%	8,385	$1.1M
Graypoint LLC	0.06%	Add +7.9%	8,311	$1.1M
Jane Street Group, LLC	0.00%	Add +229.7%	8,281	$1.1M
Galvin, Gaustad & Stein, LLC	0.10%	Add +2.2%	8,276	$1.1M
Corrado Advisors, LLC	0.69%	Reduce -4.2%	8,233	$1.1M
MN Wealth Advisors, LLC	0.59%	Reduce -4.1%	8,185	$1.1M
CIBC Private Wealth Group LLC	0.00%	Add +118.1%	8,110	$1.1M
IFG Advisors, LLC	0.21%	Add +325.4%	8,129	$1.0M
Meridian Management Co.	0.27%	No change	8,100	$1.0M
Earned Wealth Advisors, LLC	0.33%	Add +229.2%	8,039	$1.0M
Neuberger Berman Group LLC	0.00%	Add +2.5%	8,023	$1.0M
Greenhouse Wealth Management, LLC	0.68%	Add +0.4%	7,985	$1.0M
WealthCollab, LLC	0.65%	No change	7,925	$1.0M
Madison Wealth Partners, Inc	0.28%	Reduce -0.8%	7,903	$1.0M
Texas Capital Bank Wealth Management Services Inc	0.10%	Add +2.4%	7,892	$1.0M
Capital City Trust Co.	0.25%	No change	7,869	$1.0M
Clifford Swan Investment Counsel LLC	0.04%	Add +2.3%	7,856	$1.0M
Nemes Rush Group LLC	0.12%	Add +76.4%	7,814	$1.0M
Willow Creek Wealth Management Inc.	0.10%	No change	7,807	$1.0M
Riverbend Wealth Management, LLC	0.89%	—	7,775	$1.0M
GTS Securities LLC	0.05%	Reduce -23.8%	7,699	$990K
RHS Financial, LLC	0.51%	Add +17.8%	7,684	$988K
PBMares Wealth Management LLC	0.20%	Add +1.7%	7,629	$981K
Tarbox Family Office, Inc.	0.16%	Reduce -38.7%	7,561	$973K
Keystone Wealth Services, LLC	0.26%	Reduce -0.5%	7,513	$966K
Edge Capital Group, LLC	0.04%	Reduce -2.1%	7,501	$965K
Windsor Capital Management, LLC	0.28%	Reduce -0.7%	7,443	$957K
PCA Investment Advisory Services Inc.	0.44%	Reduce -6.4%	7,441	$957K
L.K. Benson & Company, P.C.	0.67%	—	7,368	$948K
Capital Investment Advisors, LLC	0.02%	Add +39.3%	7,365	$947K
Pacific Capital Wealth Advisors, Inc.	0.16%	No change	7,354	$946K
Premier Path Wealth Partners, LLC	0.14%	Add +20.0%	7,338	$944K
Johnson Financial Group, Inc.	0.04%	Reduce -14.4%	7,068	$936K
Sfmg, LLC	0.07%	Add +0.2%	7,277	$936K
Transcend Capital Advisors, LLC	0.07%	Reduce -4.6%	7,252	$933K
Signal Advisors Wealth, LLC	0.11%	Reduce -3.5%	7,251	$933K
Abundance Wealth Counselors	0.20%	New	7,232	$930K
Carolinas Wealth Consulting LLC	0.18%	Reduce -2.8%	7,220	$929K
Vertex Planning Partners, LLC	0.20%	Add +1.1%	7,191	$925K
Bartlett & Co. Wealth Management LLC	0.01%	Reduce -0.6%	7,173	$923K
Capstone Wealth Management, LLC	0.90%	—	7,135	$918K
Bouvel Investment Partners, LLC	0.33%	Reduce -7.5%	7,130	$917K
MBL Wealth, LLC	0.09%	Add +8.3%	7,127	$917K
First Trust Advisors LP	0.00%	New	7,115	$915K
Atwood & Palmer Inc.	0.06%	No change	7,081	$911K
Orgel Wealth Management, LLC	0.02%	Reduce -25.7%	7,065	$909K
Calton & Associates, Inc.	0.40%	Add +34.3%	7,059	$908K
Plante Moran Financial Advisors, LLC	0.08%	Add +22.5%	7,047	$906K
Human Investing LLC	0.16%	Add +10.2%	7,043	$906K
Watershed Private Wealth LLC	0.35%	Reduce -0.1%	7,007	$901K
BCS Wealth Management	0.22%	New	6,978	$898K
U.S. Capital Wealth Advisors, LLC	0.03%	Add +13.9%	6,980	$898K
WealthShield Partners, LLC	0.13%	Add +4.0%	6,946	$893K
Tennessee Valley Asset Management Partners	0.15%	Add +47.0%	6,935	$892K
Eaton Financial Holdings Company, LLC	0.34%	Reduce -7.3%	6,907	$888K
GHP Investment Advisors, Inc.	0.04%	Add +0.1%	6,852	$881K
Sound Stewardship, LLC	0.52%	Reduce -8.0%	6,844	$880K
Cibc World Market Inc.	0.00%	Reduce -13.1%	6,828	$878K
Kwmg, LLC	0.09%	No change	6,813	$876K
Mgo One Seven LLC	0.03%	Add +96.3%	6,809	$876K
GC Wealth Management RIA, LLC	0.15%	Reduce -5.7%	6,767	$870K
HCR Wealth Advisors	0.11%	No change	6,747	$868K
Aspiring Ventures, LLC	0.54%	—	6,548	$861K
Vicus Capital	0.08%	Add +0.4%	6,658	$856K
Dana Investment Advisors, Inc.	0.03%	No change	6,644	$855K
Mill Creek Capital Advisors, LLC	0.02%	Add +0.0%	6,618	$851K
Soundwatch Capital LLC	0.09%	No change	6,604	$849K
Genesis Wealth Advisors, LLC	0.74%	—	6,595	$848K
Howe & Rusling Inc.	0.07%	Add +36.7%	6,579	$846K
Cypress Wealth Services, LLC	0.17%	No change	6,529	$840K
One Capital Management, LLC	0.03%	Add +0.3%	6,508	$837K
Symphony Financial, Ltd. Co.	0.13%	Reduce -6.2%	6,231	$827K
Charles Schwab Trust Co	0.07%	Add +230.2%	6,415	$825K
Bond & Devick Financial Network, Inc.	0.35%	No change	6,567	$825K
Voisard Asset Management Group, Inc.	0.27%	Reduce -1.4%	6,393	$822K
Ruggaard & Associates LLC	0.36%	Add +44.4%	6,375	$820K
Capital Planning Advisors, LLC	0.13%	No change	6,327	$814K
Stratos Wealth Advisors, LLC	0.04%	Reduce -14.6%	6,311	$812K
Annis Gardner Whiting Capital Advisors, LLC	0.23%	No change	6,293	$809K
Synovus Financial Corp.	0.01%	Add +0.0%	6,276	$807K
Transform Wealth, LLC	0.04%	Add +0.3%	6,277	$807K
Schwarz Dygos Wheeler Investment Advisors LLC	0.20%	Add +0.1%	6,275	$807K
IFG Advisory, LLC	0.05%	New	6,268	$806K
Flputnam Investment Management Co.	0.01%	Add +1.9%	6,262	$805K
Balentine LLC	0.03%	No change	6,243	$803K
Brooklyn Investment Group	0.24%	New	6,239	$802K
Charter Oak Capital Management, LLC	0.07%	Reduce -1.2%	6,212	$799K
Centricity Wealth Management, LLC	0.74%	—	6,202	$798K
Davis R M Inc.	0.02%	Add +17.0%	6,202	$798K
Procyon Advisors, LLC	0.05%	Reduce -5.0%	6,188	$796K
Yale University	97.24%	Reduce -4.6%	6,164	$793K
Truefg, LLC	0.26%	Reduce -0.7%	6,150	$791K
Whittier Trust Co. of Nevada Inc.	0.02%	No change	6,149	$791K
Nabity-Jensen Investment Management Inc	0.60%	Reduce -1.4%	6,137	$789K
Falcon Wealth Planning	0.09%	Reduce -11.3%	6,079	$782K
CGN Advisors LLC	0.08%	Reduce -3.2%	6,052	$778K
North Star Asset Management Inc.	0.03%	No change	6,033	$776K
Deutsche Bank AG	0.00%	No change	6,025	$775K
Outlook Wealth Advisors, LLC	0.22%	Add +0.7%	6,022	$775K
Rodgers & Associates, LTD	0.09%	Add +5.2%	6,021	$774K
Strategic Financial Concepts, LLC	0.15%	New	6,000	$772K
Fiduciary Advisors, Inc.	0.76%	—	5,904	$759K
Carrera Capital Advisors	0.18%	Add +27.1%	5,903	$759K
Chesley Taft & Associates LLC	0.04%	Add +4.1%	5,894	$758K
Harbor Investment Advisory, LLC	0.07%	Reduce -1.2%	5,891	$758K
W Advisors, LLC	0.47%	Reduce -4.0%	5,866	$754K
Detalus Advisors, LLC	0.25%	Add +7.0%	5,832	$750K
Keener Financial Planning LLC	0.44%	Reduce -4.8%	5,836	$750K
Belpointe Asset Management LLC	0.05%	Add +0.2%	6,068	$750K
Good Life Advisors, LLC	0.05%	Reduce -39.5%	5,822	$749K
Kaydan Wealth Management, Inc.	0.25%	Add +2.5%	5,818	$748K
Inman Jager Wealth Management, LLC	0.58%	—	5,810	$747K
Beckerman Institutional, LLC	0.60%	No change	5,798	$746K
Klingenstein Fields & Co. LP	0.03%	No change	5,783	$744K
German American Bancorp, Inc.	0.08%	No change	5,780	$743K
True North Advisors, LLC	0.17%	Add +3.4%	5,772	$742K
HRT Financial LP	0.00%	New	5,772	$742K
Parr McKnight Wealth Management Group, LLC	0.11%	—	5,747	$739K
Cypress Capital Group	0.09%	No change	5,729	$737K
Gibson Capital, LLC	0.15%	Add +0.2%	5,728	$737K
Client 1ST Advisory Group, LLC	0.28%	New	5,680	$731K
Private Portfolio Partners LLC	0.13%	Reduce -1.1%	5,596	$720K
Brandywine Oak Private Wealth LLC	0.07%	Reduce -2.3%	5,565	$716K
Financial Freedom, LLC	0.37%	Add +0.1%	5,523	$710K
First American Trust, FSB	0.07%	Add +77.5%	5,502	$708K
Financial Architects, LLC	0.45%	No change	5,500	$707K
Wetzel Investment Advisors, Inc.	0.35%	Reduce -1.7%	5,432	$699K
Stonebridge Financial Group, LLC	0.08%	—	5,352	$688K
JFS Wealth Advisors, LLC	0.05%	Reduce -0.3%	5,322	$685K
Capital Advisors Inc.	0.01%	Add +0.1%	5,304	$682K
Madden Advisory Services, Inc.	0.32%	Reduce -28.1%	5,282	$679K
SOL Capital Management CO	0.08%	No change	5,279	$679K
Level Wealth Management LLC	0.48%	—	5,262	$677K
Kingswood Wealth Advisors, LLC	0.05%	Add +12.8%	5,254	$676K
Northeast Investment Management	0.03%	Reduce -0.5%	5,217	$671K
ForthRight Wealth Management, LLC	0.22%	Reduce -11.2%	5,200	$669K
One Wealth Advisors, LLC	0.10%	Reduce -2.1%	5,195	$668K
Salomon & Ludwin, LLC	0.07%	Reduce -0.3%	5,193	$668K
Regal Investment Advisors LLC	0.05%	Reduce -91.7%	5,184	$667K
1834 Investment Advisors Co.	0.08%	No change	5,184	$667K
Tompkins Financial Corp.	0.06%	Add +2.0%	5,180	$666K
Gemmer Asset Management LLC	0.07%	Add +6.2%	5,178	$666K
Clear Point Advisors Inc.	0.57%	Reduce -9.3%	5,173	$665K
Golden State Wealth Management, LLC	0.10%	—	5,160	$664K
Main Street Financial Solutions, LLC	0.07%	Add +0.7%	5,136	$661K
Arete Wealth Advisors, LLC	0.05%	Add +7.1%	5,122	$660K
HUB Investment Partners, LLC	0.03%	Reduce -9.5%	5,115	$658K
Diversify Advisory Services, LLC	0.04%	Reduce -15.2%	5,155	$657K
XML Financial, LLC	0.06%	Add +5.0%	5,107	$657K
Bison Wealth, LLC	0.08%	—	5,101	$656K
5T Wealth, LLC	0.36%	—	5,097	$656K
ZEGA Investments, LLC	0.19%	—	4,898	$655K
Coldstream Capital Management Inc.	0.01%	Reduce -4.5%	5,093	$655K
Merriman Wealth Management, LLC	0.03%	Reduce -38.3%	5,090	$655K
Cullen Investment Group, LTD.	0.10%	Add +1.0%	5,008	$644K
PGIM Custom Harvest LLC	0.01%	Add +7.7%	4,942	$636K
ARS Wealth Advisors Group, LLC	0.09%	Reduce -3.0%	4,881	$628K
Trademark Financial Management, LLC	0.50%	Reduce -15.5%	4,872	$627K
Panoramic Investment Advisors, LLC	0.41%	Reduce -0.6%	4,852	$624K
Signature Resources Capital Management, LLC	0.55%	Reduce -2.0%	4,832	$621K
Cadent Capital Advisors, LLC	0.22%	Add +0.2%	4,832	$621K
Carlson Capital Management	0.03%	Reduce -6.8%	4,830	$621K
MSH Capital Advisors LLC	0.20%	Reduce -4.4%	4,814	$619K
Legacy Solutions, LLC	0.67%	—	4,796	$617K
Hilltop Partners LLC	0.21%	Add +2.8%	4,768	$613K
Raffa Wealth Management, LLC	0.14%	No change	4,750	$611K
Verdence Capital Advisors LLC	0.05%	Reduce -2.9%	4,747	$611K
Ofc Financial Planning, LLC	0.64%	—	4,746	$610K
Hall Laurie J Trustee	0.20%	No change	4,704	$605K
North Ridge Wealth Advisors, Inc.	0.42%	Reduce -21.1%	4,698	$604K
West Bancorporation Inc.	0.40%	Add +9.7%	4,693	$604K
FSM Wealth Advisors, LLC	0.15%	Add +152.2%	4,597	$599K
Thrive Wealth Management, LLC	0.11%	Add +0.6%	4,634	$596K
Waldron Private Wealth LLC	0.02%	Reduce -13.9%	4,612	$593K
Awm Capital, LLC	0.07%	No change	4,611	$593K
Financial Alternatives, Inc	0.42%	No change	4,610	$593K
Traphagen Investment Advisors LLC	0.06%	Add +4.0%	4,606	$592K
CFO4Life Group, LLC	0.10%	No change	4,600	$592K
Marietta Wealth Management, LLC	0.08%	Add +4.0%	4,600	$592K
Next Level Private LLC	0.24%	Add +0.4%	4,589	$590K
UNIVEST FINANCIAL Corp	0.04%	Add +71.0%	4,582	$589K
Salem Investment Counselors Inc.	0.02%	No change	4,580	$589K
Y-Intercept (Hong Kong) Ltd	0.04%	New	4,565	$587K
Strategies Wealth Advisors, LLC	0.07%	Reduce -9.9%	4,412	$587K
Pinnacle Wealth Management Group, Inc.	0.36%	Add +2.6%	4,551	$585K
First Horizon Advisors, Inc.	0.02%	Reduce -48.3%	4,544	$584K
Villere St Denis J & Co. LLC	0.05%	No change	4,517	$581K
Bristlecone Advisors, LLC	0.05%	No change	4,515	$581K
Chapin Davis, Inc.	0.19%	No change	4,618	$580K
Florida Trust Wealth Management Co	0.02%	No change	4,509	$580K
Flywheel Private Wealth LLC	0.53%	—	4,494	$578K
Resurgent Financial Advisors LLC	0.34%	No change	4,490	$578K
WealthPlan Investment Management, LLC	0.06%	New	4,482	$576K
Blue Bell Private Wealth Management, LLC	0.11%	Reduce -0.5%	4,469	$575K
Wilkins Miller Wealth Management, LLC	0.60%	—	4,460	$574K
Schiavi & Co LLC	0.22%	No change	4,430	$570K
Elevation Wealth Partners, LLC	0.24%	Add +0.2%	4,429	$570K
Zullo Investment Group, Inc.	0.23%	Reduce -1.8%	4,427	$569K
NorthRock Partners, LLC	0.02%	Add +80.1%	4,416	$568K
VERITY Wealth Advisors	0.41%	Reduce -4.5%	4,412	$567K
Cordant, Inc.	0.30%	No change	4,406	$567K
Five Oceans Advisors	0.26%	Reduce -0.5%	4,384	$564K
Adero Partners, LLC	0.04%	Reduce -1.7%	4,360	$561K
Commerce Bank	0.00%	Reduce -0.9%	4,321	$556K
Vestmark Advisory Solutions, Inc.	0.02%	Reduce -37.8%	4,320	$556K
C M Bidwell & Associates Ltd.	0.34%	No change	4,318	$555K
IMA Advisory Services, Inc.	0.07%	No change	4,317	$555K
First Manhattan Co. Llc.	0.00%	Reduce -34.3%	4,299	$553K
Regions Financial Corp.	0.00%	Reduce -47.5%	4,289	$552K
Safeguard Financial, LLC	0.12%	New	4,243	$546K
Carl P. Sherr & Co., LLC	0.29%	Add +10.9%	4,236	$545K
Brass Tax Wealth Management, Inc.	0.11%	No change	4,200	$540K
Sandy Spring Bank	0.02%	No change	4,188	$539K
Norris Perne & French LLP	0.04%	No change	4,170	$536K
Eaton-Cambridge Inc.	0.24%	No change	4,168	$536K
Rossmore Private Capital	0.07%	No change	4,150	$534K
Asset Allocation & Management Company, LLC	0.29%	No change	4,143	$533K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.01%	Add +0.1%	4,140	$532K
GEN Financial Management, INC.	0.35%	—	4,137	$532K
Disciplined Investments, LLC	0.26%	New	4,136	$532K
Busey Bank	0.02%	New	4,129	$531K
Parkworth Wealth Management, Inc.	0.44%	—	4,100	$527K
Geometric Wealth Advisors	0.10%	Reduce -1.3%	4,080	$525K
Tradewinds Capital Management, LLC	0.14%	Add +0.4%	4,077	$524K
Eq LLC	0.25%	No change	4,073	$524K
Elwood & Goetz Wealth Advisory Group, LLC	0.13%	No change	4,070	$523K
Citizens Financial Group Inc.	0.01%	No change	4,017	$517K
Stone Summit Wealth LLC	0.17%	Add +0.1%	4,006	$515K
ABLE Financial Group, LLC	0.15%	Reduce -0.5%	4,002	$515K
Norden Group LLC	0.06%	Add +3.9%	3,985	$513K
Lodestar Private Asset Management LLC	0.06%	Add +5.2%	3,963	$510K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	0.50%	—	3,957	$509K
Larson Financial Group LLC	0.03%	Reduce -0.3%	3,954	$509K
GAMMA Investing LLC	0.04%	Add +63.2%	3,954	$509K
Harbor Group, Inc.	0.11%	Reduce -5.9%	3,938	$506K
Garrett Wealth Advisory Group, LLC	0.11%	Reduce -46.2%	3,923	$505K
Fort Point Capital Partners LLC	0.06%	Reduce -0.5%	3,917	$504K
Bryn Mawr Trust Advisors, LLC	0.03%	No change	3,900	$502K
Ballew Advisors, Inc	0.32%	No change	3,901	$498K
NTV Asset Management LLC	0.07%	Reduce -0.1%	3,873	$498K
Canandaigua National Trust Co of Florida	0.39%	New	3,856	$496K
Peapack Gladstone Financial Corp.	0.01%	Add +8.3%	3,843	$495K
BSW Wealth Partners	0.07%	Add +24.9%	3,808	$490K
Reston Wealth Management LLC	0.18%	Add +0.4%	3,802	$489K
Gallagher Fiduciary Advisors, LLC	0.09%	New	3,758	$483K
Encompass Wealth Advisors, LLC	0.19%	Reduce -2.0%	3,747	$482K
Integras Partners LLC	0.43%	—	3,724	$479K
Roundview Capital LLC	0.03%	Add +13.0%	3,722	$479K
McNaughton Wealth Management, LLC	0.23%	Add +2.0%	3,718	$478K
W.H. Cornerstone Investments Inc.	0.32%	Add +0.3%	3,714	$478K
Trinity Financial Advisors LLC	0.18%	Add +0.3%	3,720	$478K
WealthBridge Capital Management, LLC	0.13%	Add +0.2%	3,705	$477K
Optimum Investment Advisors	0.21%	Add +0.9%	3,704	$476K
Culbertson A N & Co. Inc.	0.08%	No change	3,695	$475K
Comprehensive Financial Planning, Inc.	0.40%	—	3,691	$475K
Capital Investment Advisory Services, LLC	0.05%	Reduce -2.1%	3,681	$473K
Aspen Grove Capital, LLC	0.10%	No change	3,672	$472K
Marcum Wealth, LLC	0.04%	No change	3,661	$471K
Leonard Rickey Investment Advisors P.L.L.C.	0.11%	Add +2.9%	3,629	$467K
Financial Gravity Companies, Inc.	0.11%	New	3,591	$462K
OLIO Financial Planning	0.16%	New	3,588	$461K
Cadence Wealth Management LLC	0.31%	Add +27.6%	3,583	$461K
Tritonpoint Wealth, LLC	0.04%	Reduce -0.7%	3,566	$459K
Wellspring Financial Advisors, LLC	0.05%	Add +0.3%	3,561	$458K
Axis Wealth Partners, LLC	0.39%	—	3,560	$458K
Evanson Asset Management, LLC	0.03%	No change	3,556	$457K
J. W. Coons Advisors, LLC	0.12%	Add +0.1%	3,534	$455K
Vista Capital Partners, Inc.	0.05%	Add +16.5%	3,529	$454K
Sapient Capital LLC	0.01%	Add +19.3%	3,525	$453K
KKM Financial LLC	0.19%	No change	3,510	$451K
Private Capital Advisors, Inc.	0.05%	No change	3,505	$451K
Brown Brothers Harriman & Co.	0.00%	No change	3,504	$451K
YANKCOM Partnership	0.24%	—	3,500	$450K
Cornerstone Planning, LLC	0.17%	—	3,475	$447K
West Branch Capital LLC	0.14%	Add +0.4%	3,473	$447K
Meridian Wealth Management, LLC	0.02%	Add +1.1%	3,455	$444K
Rik Saylor Financial, Inc.	0.41%	—	3,455	$444K
Pinnacle Associates Ltd.	0.01%	Add +67.0%	3,430	$441K
Fortem Financial Group, LLC	0.17%	No change	3,428	$441K
MKD Wealth Coaches, LLC	0.44%	—	3,400	$437K
Arlington Trust Co LLC	0.09%	No change	3,395	$437K
Security Financial Services, INC.	0.09%	Reduce -0.4%	3,391	$436K
Gerber Kawasaki Wealth & Investment Management	0.02%	Add +30.6%	3,380	$435K
AF Advisors, Inc.	0.06%	Add +0.1%	3,379	$435K
Hancock Whitney Corp.	0.01%	Reduce -4.5%	3,353	$431K
Forte Capital LLC	0.05%	Add +36.7%	3,346	$430K
Farmers & Merchants Trust Co of Chambersburg PA	0.16%	Add +33.7%	3,342	$430K
Aureus Asset Management, LLC	0.03%	No change	3,323	$427K
Level Financial Advisors	0.16%	Add +21.0%	3,308	$425K
Mengis Capital Management, Inc.	0.09%	Reduce -4.1%	3,286	$423K
Cambridge Financial Group, LLC	0.18%	Add +0.1%	3,284	$422K
Rothschild Wealth LLC	0.12%	Reduce -87.5%	3,279	$422K
Valtinson Bruner Financial Planning LLC	0.15%	Reduce -9.9%	3,268	$420K
Denver Wealth Management, Inc.	0.19%	Add +0.3%	3,243	$417K
Commons Capital, LLC	0.38%	New	3,220	$414K
Verus Capital Partners, LLC	0.04%	Reduce -1.7%	3,199	$411K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.01%	Add +47.5%	3,190	$410K
Hill Investment Group Partners, LLC	0.05%	New	3,140	$404K
Chesapeake Asset Management LLC	0.37%	Add +2.6%	3,121	$401K
DAVENPORT & Co LLC	0.00%	Reduce -0.8%	3,105	$399K
Avion Wealth	0.10%	Add +29.1%	3,107	$399K
Evergreen Capital Management LLC	0.01%	Reduce -31.1%	3,102	$399K
Victory Financial Group, LLC	0.10%	—	3,100	$399K
SkyOak Wealth, LLC	0.09%	Add +47.9%	3,088	$397K
Planning Directions Inc.	0.23%	Reduce -18.9%	3,064	$394K
Whittier Trust Co.	0.01%	Add +3.9%	3,061	$394K
Advisor OS, LLC	0.05%	Add +15.9%	3,060	$394K
Efficient Advisors, LLC	0.03%	Reduce -3.5%	3,058	$393K
Wealth Management Strategies, Inc.	0.30%	—	3,056	$393K
William Howard & Co Financial Advisors Inc	0.36%	Reduce -0.5%	3,057	$393K
Live Oak Private Wealth LLC	0.07%	Reduce -3.2%	3,055	$393K
Everstar Asset Management, LLC	0.28%	Reduce -0.2%	3,052	$393K
River Street Advisors LLC	0.20%	Reduce -2.5%	3,045	$392K
Pursue Wealth Partners LLC	0.22%	Add +32.4%	3,045	$392K
Alpha Cubed Investments, LLC	0.02%	Reduce -35.7%	3,044	$392K
QRG Capital Management, Inc.	0.00%	Add +22.8%	3,023	$389K
Sound View Wealth Advisors Group, LLC	0.03%	Reduce -7.9%	3,016	$388K
Heartwood Wealth Advisors LLC	0.04%	No change	3,003	$386K
Childress Capital Advisors, LLC	0.11%	No change	3,000	$386K
Old Mission Investment Co LLC	0.12%	Add +16.1%	2,999	$386K
AMG National Trust Bank	0.01%	Reduce -12.3%	2,989	$386K
Kanawha Capital Management LLC	0.03%	No change	2,993	$385K
Poinciana Advisors Group, LLC	0.39%	—	2,977	$383K
Goelzer Investment Management, Inc.	0.02%	Reduce -7.4%	2,971	$382K
Paragon Advisors, LLC	0.13%	Add +1.1%	2,964	$381K
Financial Strategies Group, Inc.	0.09%	Reduce -1.8%	2,987	$381K
Carbahal Olsen Financial Services Group, LLC	0.35%	—	2,948	$379K
Darden Wealth Group Inc	0.26%	Add +7.7%	2,929	$377K
Opes Wealth Management LLC	0.08%	Reduce -4.7%	2,925	$376K
Mather Group, Llc.	0.00%	Reduce -63.7%	2,904	$374K
Forum Financial Management, LP	0.01%	Add +1.4%	2,899	$373K
Great Waters Wealth Management	0.05%	Add +17.1%	2,898	$373K
Financial Management Network Inc.	0.08%	Reduce -10.5%	2,863	$372K
First Commonwealth Financial Corp	0.09%	No change	2,878	$370K
Warren Street Wealth Advisors, LLC	0.15%	No change	2,876	$370K
Seldon Capital LP	0.15%	No change	2,876	$370K
Sabal Trust CO	0.02%	No change	2,864	$368K
CRA Financial Services, LLC	0.06%	Add +5.6%	2,864	$368K
Ellsworth Advisors, LLC	0.10%	Add +0.0%	2,859	$368K
Mayfair Advisory Group, LLC	0.22%	No change	2,855	$367K
Surience Private Wealth LLC	0.47%	No change	2,849	$366K
GatePass Capital, LLC	0.41%	—	2,845	$366K
Hardin Capital Partners, LLC	0.22%	No change	2,844	$366K
Kathleen S. Wright Associates Inc.	0.15%	No change	2,840	$365K
ARS Investment Partners, LLC	0.03%	New	2,837	$365K
Root Financial Partners, LLC	0.05%	Add +58.7%	2,835	$365K
180 Wealth Advisors, LLC	0.06%	Add +2.6%	2,832	$364K
Continuum Advisory, LLC	0.05%	Reduce -37.6%	2,832	$364K
Tradewinds, LLC.	0.10%	Add +1.2%	2,739	$364K
L. Roy Papp & Associates, LLP	0.04%	Reduce -3.4%	2,828	$364K
Farnam Financial LLC	0.38%	No change	2,828	$364K
Fragasso Financial Advisors Inc	0.03%	Reduce -0.3%	2,818	$362K
Sunpointe, LLC	0.18%	Reduce -2.9%	2,810	$361K
McDonough Capital Management, Inc	0.22%	Add +0.0%	2,809	$361K
Alaethes Wealth, LLC	0.13%	No change	2,805	$361K
Shira Ridge Wealth Management	0.18%	Add +0.1%	2,788	$359K
Gateway Wealth Partners, LLC	0.09%	Add +45.5%	2,774	$357K
Diversified Trust Co.	0.01%	Reduce -2.5%	2,771	$356K
Long Run Wealth Advisors, LLC	0.09%	Reduce -18.2%	2,765	$356K
Kintra Wealth, LLC	0.25%	New	2,760	$355K
Indiana Trust & Investment Management Co	0.12%	No change	2,758	$355K
Albion Financial Group	0.02%	No change	2,755	$354K
Carnegie Investment Counsel	0.01%	Add +41.5%	2,751	$354K
American National Bank & Trust	0.04%	No change	2,741	$353K
DecisionMap Wealth Management, LLC	0.28%	—	2,737	$352K
International Assets Investment Management, LLC	0.03%	Add +4.5%	2,738	$352K
Centurion Wealth Management LLC	0.11%	Reduce -3.0%	2,732	$351K
Cadinha & Co. LLC	0.06%	Reduce -5.0%	2,731	$351K
Trust Co. of Toledo NA	0.05%	Add +16.1%	2,727	$351K
Greatmark Investment Partners, Inc.	0.05%	Add +0.4%	2,704	$348K
PFW Advisors LLC	0.11%	—	2,699	$347K
Garrison Point Advisors, LLC	0.16%	No change	2,692	$346K
Sincerus Advisory, LLC	0.37%	—	2,691	$346K
Proffitt & Goodson Inc.	0.06%	Reduce -17.9%	2,675	$344K
Haverford Trust Co	0.00%	No change	2,660	$342K
Smith Anglin Financial, LLC	0.03%	Reduce -27.6%	2,659	$342K
Compton Financial Group, LLC	0.10%	New	2,645	$340K
McGuire Investment Group, LLC	0.05%	Add +2.5%	2,643	$340K
Barnes Pettey Financial Advisors, LLC	0.26%	No change	2,639	$339K
Kayne Anderson Rudnick Investment Management LLC	0.00%	Add +0.0%	2,634	$339K
Headland Capital, LLC	0.12%	—	2,620	$337K
Principia Wealth Advisory, LLC	0.32%	—	2,610	$336K
Winebrenner Capital Management LLC	0.26%	—	2,608	$335K
Douglass Winthrop Advisors, LLC	0.01%	No change	2,605	$335K
Confluence Wealth Services, Inc.	0.02%	Reduce -3.1%	2,486	$334K
JDH Wealth Management, LLC	0.29%	—	2,591	$333K
InTrack Investment Management Inc	0.23%	No change	2,600	$333K
Team Hewins, LLC	0.13%	No change	2,580	$332K
Ground Swell Capital, LLC	0.72%	New	2,578	$332K
WMS Partners, LLC	0.02%	New	2,577	$331K
Rothschild Investment LLC	0.02%	Add +1.5%	2,552	$328K
HT Partners LLC	0.11%	Reduce -3.6%	2,545	$327K
Nvwm, LLC	0.08%	Add +30.4%	2,537	$326K
Capasso Planning Partners LLC	0.13%	Reduce -56.4%	2,536	$326K
RPS Advisory Solutions LLC	0.20%	Reduce -16.4%	2,529	$325K
Ritter Daniher Financial Advisory LLC / DE	0.09%	Add +0.4%	2,521	$324K
Vise Technologies, Inc.	0.03%	New	2,516	$324K
Wesbanco Bank Inc.	0.01%	New	2,512	$323K
Shorepoint Capital Partners LLC	0.07%	Add +0.4%	2,506	$322K
Barrett & Company, Inc.	0.14%	Add +0.1%	2,504	$322K
Penn Davis McFarland Inc.	0.04%	Reduce -16.7%	2,500	$322K
Wealth Alliance Advisory Group, LLC	0.07%	Reduce -1.6%	2,494	$321K
Ascent Wealth Partners, LLC	0.04%	No change	2,493	$321K
Atticus Wealth Management, LLC	0.10%	Reduce -5.9%	2,486	$320K
Avalon Trust Co	0.02%	No change	2,483	$319K
Sharkey, Howes & Javer	0.04%	Reduce -0.8%	2,483	$319K
Frisch Financial Group, Inc.	0.10%	No change	2,480	$319K
Castle Rock Wealth Management, LLC	0.08%	Reduce -1.8%	2,367	$317K
Shepherd Financial Partners LLC	0.04%	No change	2,450	$315K
Colonial Trust Co / SC	0.05%	Add +16.2%	2,433	$313K
Wealthcare Capital Partners, LLC	0.16%	—	2,426	$312K
Avid Wealth Partners LLC	0.22%	Reduce -0.5%	2,423	$312K
Colton Groome Financial Advisors, LLC	0.12%	No change	2,404	$309K
Bailard, Inc.	0.01%	No change	2,390	$307K
Traveka Wealth, LLC	0.17%	Reduce -3.8%	2,385	$307K
Gutierrez Wealth Advisory, LLC	0.25%	—	2,384	$307K
JMG Financial Group, Ltd.	0.01%	No change	2,376	$306K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.02%	New	2,368	$304K
Garde Capital, Inc.	0.02%	No change	2,363	$304K
Quotient Wealth Partners, LLC	0.01%	New	2,360	$303K
Onyx Bridge Wealth Group LLC	0.04%	Reduce -10.7%	2,351	$302K
Richards, Merrill & Peterson, Inc.	0.16%	—	2,350	$302K
Mitchell Sinkler & Starr	0.08%	No change	2,345	$302K
Latitude Advisors, LLC	0.17%	Add +1.1%	2,332	$300K
Principle Wealth Partners LLC	0.02%	No change	2,329	$300K
NovaPoint Capital, LLC	0.09%	No change	2,327	$299K
Beacon Capital Management, LLC	0.04%	Reduce -9.3%	2,316	$298K
Tidemark, LLC	0.11%	No change	2,300	$296K
Cranbrook Wealth Management, LLC	0.07%	Add +3.5%	2,290	$295K
Semmax Financial Advisors Inc.	0.08%	No change	2,193	$294K
Crew Capital Management, Ltd	0.24%	No change	2,278	$293K
Creekmur Asset Management LLC	0.07%	Reduce -29.1%	2,268	$292K
Evernest Financial Advisors, LLC	0.08%	No change	2,267	$292K
Osborne Partners Capital Management, LLC	0.02%	No change	2,258	$290K
RKL Wealth Management LLC	0.03%	Add +0.0%	2,252	$290K
Hibernia Wealth Partners, LLC	0.22%	Reduce -44.8%	2,245	$289K
1ST Source Bank	0.02%	No change	2,243	$288K
Raab & Moskowitz Asset Management LLC	0.07%	Add +17.3%	2,243	$288K
Dunhill Financial, LLC	0.13%	Add +254.8%	2,239	$288K
Petros Family Wealth, LLC	0.31%	—	2,238	$288K
Nottingham Advisors, Inc.	0.04%	Reduce -2.3%	2,237	$288K
Mason Investment Advisory Services, Inc.	0.02%	No change	2,236	$288K
FC Advisory LLC	0.10%	Add +2.5%	2,230	$287K
Glassman Wealth Services	0.05%	No change	2,228	$287K
4J Wealth Management LLC	0.23%	No change	2,225	$286K
Burke & Herbert Bank & Trust Co.	0.07%	No change	2,220	$286K
Occidental Asset Management, LLC	0.04%	Reduce -4.7%	2,211	$284K
Stonekeep Investments, LLC	0.21%	No change	2,192	$282K
MJP Associates Inc.	0.05%	Add +23.8%	2,188	$281K
Altfest L J & Co. Inc.	0.04%	Add +0.4%	2,188	$281K
Fisher Asset Management	0.00%	New	2,183	$281K
Bleakley Financial Group, LLC	0.01%	Add +6.4%	2,183	$281K
Griffith & Werner, Inc.	0.19%	—	2,180	$280K
Meeder Advisory Services, Inc.	0.02%	Reduce -3.0%	2,176	$280K
Rialto Wealth Management, LLC	0.09%	—	2,170	$279K
Bank Ozk	0.12%	New	2,169	$279K
Mattern Capital Management, LLC	0.04%	No change	2,168	$279K
Founders Financial Alliance, LLC	0.08%	Add +0.1%	2,161	$278K
Turn8 Private Wealth Inc.	0.20%	—	2,157	$277K
Coastal Bridge Advisors, LLC	0.07%	No change	2,155	$277K
Texas Yale Capital Corp.	0.01%	Add +0.1%	2,137	$275K
Milestone Asset Management Group, LLC	0.24%	—	2,130	$274K
Zacks Investment Management	0.00%	No change	2,128	$274K
Allred Capital Management, LLC	0.11%	No change	2,128	$274K
Sterling Wealth Management, Inc.	0.10%	Reduce -24.3%	2,113	$272K
CoreCap Advisors, LLC	0.01%	Reduce -37.3%	2,106	$271K
Ameriflex Group, Inc.	0.12%	—	2,042	$270K
Old Second National Bank of Aurora	0.06%	Reduce -0.9%	2,098	$270K
Worth Financial Advisory Group, LLC	0.17%	Reduce -12.9%	2,089	$269K
Ledyard National Bank	0.02%	No change	2,052	$264K
D'Orazio & Associates, Inc.	0.04%	No change	2,051	$264K
United Asset Strategies, Inc.	0.02%	Add +0.1%	2,045	$263K
Arcadia Wealth Management, Inc.	0.22%	—	2,040	$262K
RCS Financial Planning, LLC	0.14%	Reduce -38.8%	2,035	$262K
Integris Wealth Management, LLC	0.07%	New	2,028	$261K
Headinvest, LLC	0.05%	Add +5.9%	2,022	$260K
Cozad Asset Management Inc.	0.02%	Add +0.1%	2,022	$260K
Horst & Graben Wealth Management LLC	0.05%	Add +7.2%	2,017	$259K
High Falls Advisors, Inc	0.06%	New	2,016	$259K
Tandem Capital Management Corp.	0.14%	Add +11.0%	2,012	$259K
Parsons Capital Management Inc.	0.01%	No change	2,010	$259K
Cassaday & Co Wealth Management LLC	0.01%	Reduce -9.7%	2,001	$257K
Proficio Capital Partners LLC	0.02%	No change	2,000	$257K
Rathbones Group PLC	0.00%	No change	2,000	$257K
WealthTrust Axiom LLC	0.08%	No change	1,997	$257K
Crumly & Associates Inc.	0.07%	No change	1,965	$253K
Argyle Capital Partners, LLC	0.22%	—	1,963	$252K
Plan A Wealth LLC	0.23%	—	1,947	$250K
Citadel Advisors	0.00%	New	1,939	$249K
Creative Financial Designs Inc.	0.02%	Reduce -8.2%	1,938	$249K
Keebeck Wealth Management	0.04%	Add +4.8%	1,930	$248K
Vanguard Personalized Indexing Management, LLC	0.00%	Reduce -0.1%	1,929	$248K
Cornerstone Wealth Management, LLC	0.02%	Add +0.3%	1,928	$248K
Prudent Investors Network, Inc.	0.07%	No change	1,925	$248K
Colonial Trust Advisors	0.02%	No change	1,925	$248K
Praetorian Wealth Management, Inc.	0.06%	New	1,920	$247K
McAdam, LLC	0.01%	Reduce -1.5%	1,915	$246K
McKinley Carter Wealth Services, Inc.	0.02%	Reduce -16.6%	1,912	$246K
Allen Capital Group, LLC	0.03%	No change	1,899	$244K
Hazlett, Burt & Watson, Inc.	0.11%	Add +33.8%	1,905	$244K
Rovin Capital /Ut/	0.09%	New	1,898	$244K
Smith Salley Wealth Management	0.02%	No change	1,892	$243K
LM Advisors LLC	0.04%	No change	1,888	$243K
Richwood Investment Advisors, LLC	0.20%	No change	1,886	$243K
Linscomb Wealth, Inc.	0.01%	Add +0.3%	1,884	$242K
Two West Capital Advisors LLC	0.21%	Reduce -7.8%	1,884	$242K
Bingham Private Wealth, LLC	0.26%	—	1,875	$241K
Lantz Financial LLC	0.06%	Reduce -25.7%	1,865	$240K
Commonwealth Financial Services, LLC	0.05%	No change	1,861	$239K
Relyea Zuckerberg Hanson LLC	0.03%	Add +0.2%	1,853	$238K
Lantern Wealth Advisors, LLC	0.15%	New	1,851	$238K
US Financial Advisors, LLC	0.07%	Reduce -3.2%	1,840	$237K
Benjamin Edwards Inc.	0.00%	Add +0.6%	1,839	$237K
Sensible Money, LLC	0.10%	No change	1,838	$236K
Ayrshire Capital Management LLC	0.12%	Add +0.3%	1,837	$236K
Liberty Wealth Management LLC	0.04%	Add +0.3%	1,817	$234K
Defined Wealth Management, LLC	0.15%	No change	1,817	$234K
Pinnacle Financial Group, LLC / IL	0.09%	Add +4.3%	1,810	$233K
Summit Financial Wealth Advisors, LLC	0.05%	No change	1,761	$232K
Atlantic Union Bankshares Corp	0.01%	No change	1,800	$232K
Bellwether Advisors, LLC	0.04%	Reduce -4.1%	1,797	$231K
Allspring Global Investments Holdings, LLC	0.00%	No change	1,771	$230K
Key Financial Inc	0.05%	Reduce -6.3%	1,786	$230K
Birchcreek Wealth Management, LLC	0.14%	Reduce -2.6%	1,784	$229K
Convergence Financial, LLC	0.05%	New	1,784	$229K
Paragon Financial Partners, Inc.	0.17%	No change	1,783	$229K
Trust Point Inc.	0.02%	No change	1,780	$229K
Centennial Bank	0.11%	New	1,773	$228K
Heritage Investment Group, Inc.	0.04%	No change	1,773	$228K
Patten & Patten Inc.	0.01%	No change	1,769	$228K
Gradient Investments LLC	0.00%	Add +3.5%	1,768	$227K
G&S Capital LLC	0.09%	No change	1,763	$227K
Morton Brown Family Wealth, LLC	0.08%	Add +43775.0%	1,755	$226K
Wealth Management Partners, LLC	0.10%	No change	1,752	$225K
Quest 10 Wealth Builders, Inc.	0.22%	—	1,739	$224K
LPWM LLC	0.07%	Reduce -0.1%	1,723	$222K
BostonPremier Wealth LLC	0.13%	—	1,718	$221K
Baltimore-Washington Financial Advisors, Inc.	0.01%	New	1,711	$220K
Wrenne Financial Planning LLC	0.13%	No change	1,709	$220K
Range Financial Group LLC	0.10%	Add +5.1%	1,707	$220K
Northern Capital Management, Inc.	0.13%	No change	1,696	$218K
Leavell Investment Management, Inc.	0.01%	No change	1,695	$218K
Jackson, Grant Investment Advisers, Inc.	0.08%	Add +0.2%	1,693	$218K
Scratch Capital LLC	0.26%	—	1,686	$217K
Power Wealth Management LLC	0.09%	New	1,682	$216K
Marco Investment Management LLC	0.02%	New	1,669	$215K
Silvercrest Asset Management Group LLC	0.00%	No change	1,667	$214K
Seven Springs Wealth Group, LLC	0.08%	No change	1,665	$214K
Accel Wealth Management	0.08%	No change	1,654	$213K
Retirement Solution LLC	0.06%	Add +0.4%	1,651	$212K
ETF Store, Inc.	0.26%	Add +0.4%	1,649	$212K
Elm3 Financial Group, LLC	0.18%	—	1,646	$212K
Delta Financial Group, Inc.	0.05%	New	1,644	$211K
Flaharty Asset Management, LLC	0.03%	No change	1,631	$210K
Laidlaw Wealth Management LLC	0.09%	New	1,627	$209K
Edgestream Partners, L.P.	0.01%	Reduce -28.9%	1,620	$208K
Tudor Financial Inc.	0.12%	New	1,618	$208K
Lifelong Wealth Advisors, Inc.	0.09%	—	1,617	$208K
Clarity Capital Advisors, LLC	0.14%	Add +0.3%	1,617	$208K
Halbert Hargrove Global Advisors, LLC	0.01%	New	1,615	$208K
Cullen/Frost Bankers, Inc.	0.00%	Reduce -49.1%	1,612	$207K
Juncture Wealth Strategies, LLC	0.08%	New	1,602	$206K
Arthur M. Cohen & Associates, LLC	0.04%	New	1,600	$206K
Magnus Financial Group LLC	0.02%	New	1,596	$205K
Stonebridge Capital Advisors LLC	0.02%	New	1,596	$205K
Kraft, Davis & Associates, LLC	0.06%	Reduce -14.7%	1,545	$205K
Signet Financial Management, LLC	0.03%	New	1,583	$204K
Alpha Financial Advisors, LLC	0.09%	New	1,577	$203K
Sittner & Nelson, LLC	0.09%	No change	1,570	$202K
Strait & Sound Wealth Management LLC	0.09%	New	1,569	$202K
Traynor Capital Management, Inc.	0.02%	New	1,567	$202K
Fagan Associates, Inc.	0.03%	New	1,565	$201K
Maiden Cove Capital, LLC	0.31%	New	1,557	$200K
Sterling Investment Advisors LLC	0.12%	New	1,556	$200K
Kiely Wealth Advisory Group, Inc.	0.13%	No change	1,495	$199K
Global Financial Private Client, LLC	0.07%	No change	1,494	$192K
Quadrant Capital Group LLC	0.01%	No change	1,461	$188K
Sound Income Strategies, LLC	0.01%	Reduce -3.9%	1,454	$187K
Running Point Capital Advisors, LLC	0.06%	No change	1,424	$183K
Red Lighthouse Investment Management, LLC	0.07%	No change	1,389	$179K
Independence Bank of Kentucky	0.03%	No change	1,331	$171K
Adirondack Trust Co.	0.06%	No change	1,312	$169K
FSA Wealth Management LLC	0.07%	Reduce -13.3%	1,288	$166K
Pinnacle Bancorp, Inc.	0.05%	No change	1,271	$163K
SYM FINANCIAL Corp	0.02%	Reduce -10.0%	1,256	$162K
Kestra Investment Management, LLC	0.01%	New	1,256	$162K
LRI Investments, LLC	0.02%	No change	1,250	$161K
Redwood Park Advisors LLC	0.13%	—	1,189	$153K
West Financial Advisors, LLC	0.03%	No change	1,175	$151K
Empowered Funds, LLC	0.00%	New	1,168	$150K
Center for Financial Planning, Inc.	0.02%	New	1,160	$149K
Core Alternative Capital	0.03%	Reduce -8.0%	1,150	$148K
Decker Retirement Planning Inc.	0.08%	—	1,126	$145K
Perritt Capital Management Inc	0.07%	Add +0.4%	1,116	$144K
Laurel Wealth Advisors LLC	0.02%	Reduce -20.6%	1,080	$139K
Atlantic Edge Private Wealth Management, LLC	0.04%	No change	1,079	$139K
Financial Perspectives, Inc	0.05%	Add +0.2%	1,053	$135K
Eastern Bank	0.00%	Add +43.6%	1,031	$133K
Perkins Coie Trust Co	0.03%	No change	1,020	$131K
Pittenger & Anderson Inc.	0.00%	No change	1,004	$129K
North Star Investment Management Corp.	0.01%	No change	997	$128K
Pacific Center for Financial Services	0.03%	No change	985	$127K
EverSource Wealth Advisors, LLC	0.01%	Reduce -36.1%	965	$124K
MassMutual Private Wealth & Trust, FSB	0.00%	No change	950	$122K
Millstone Evans Group, LLC	0.08%	—	869	$112K
Bay Harbor Wealth Management, LLC	0.04%	Reduce -5.2%	853	$110K
McIlrath & Eck, LLC	0.01%	Reduce -5.2%	852	$110K
Compass Wealth Management LLC	0.03%	No change	824	$106K
Your Advocates Ltd., LLP	0.04%	No change	775	$100K
Spectrum Wealth Counsel, LLC	0.01%	Add +7.0%	774	$100K
SouthState Bank Corp	0.01%	Reduce -11.3%	751	$97K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.00%	Reduce -19.8%	731	$96K
First PREMIER Bank	0.02%	No change	736	$95K
Coppell Advisory Solutions LLC	0.01%	Add +4.3%	731	$94K
Headlands Technologies LLC	0.01%	Reduce -48.0%	723	$93K
Foster Dykema Cabot & Partners, LLC	0.01%	Add +100.6%	716	$92K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.02%	Add +111.0%	707	$91K
Lee Danner & Bass Inc.	0.01%	New	700	$90K
Operose Advisors LLC	0.03%	Reduce -12.4%	698	$90K
Federation des caisses Desjardins du Quebec	0.00%	No change	675	$87K
Frazier Financial Advisors, LLC	0.07%	Add +37.1%	654	$84K
Castleview Partners, LLC	0.04%	No change	641	$82K
GPS Wealth Strategies Group, LLC	0.01%	Reduce -14.5%	636	$82K
Townsend Asset Management Corp. /NC/	0.03%	No change	627	$81K
CNB Bank	0.04%	No change	600	$77K
Rice Partnership, LLC	0.01%	No change	587	$76K
Alexis Investment Partners, LLC	0.04%	—	578	$74K
First Financial Corp.	0.03%	New	573	$74K
Financial Network Wealth Advisors LLC	0.14%	Reduce -22.8%	565	$73K
Russell Investments Group, Ltd.	0.00%	Add +575.6%	554	$71K
Robbins Farley	0.03%	Reduce -14.9%	547	$70K
FLP Wealth Management, LLC	0.18%	—	534	$69K
GoalVest Advisory LLC	0.02%	Reduce -13.1%	530	$68K
Urban Financial Advisory Corp	0.04%	Add +0.2%	512	$66K
Synergy Investment Management, LLC	0.03%	—	508	$65K
Tucker Asset Management LLC	0.01%	Reduce -3.1%	507	$65K
CBIZ Investment Advisory Services, LLC	0.00%	No change	500	$64K
Colony Family Offices, LLC	0.02%	No change	499	$64K
Realta Investment Advisors	0.03%	Reduce -90.6%	491	$64K
Reyes Financial Architecture, Inc.	0.05%	—	495	$64K
Armstrong Advisory Group, Inc.	0.01%	Add +0.2%	490	$63K
Glenmede Trust Co. NA	0.00%	Add +49.7%	485	$62K
Angeles Wealth Management, LLC	0.01%	Add +2.4%	474	$61K
SIMA Wealth Partners, LLC	0.05%	New	473	$61K
PFS Partners, LLC	0.03%	Add +1.5%	472	$61K
Orion Capital Management LLC	0.03%	New	469	$60K
High Note Wealth, LLC	0.02%	New	464	$60K
Copia Wealth Management	0.06%	—	450	$58K
Fairman Group, LLC	0.05%	Add +0.5%	443	$57K
Breakwater Investment Management	0.02%	New	442	$57K
NFSG Corp	0.01%	New	436	$56K
Van Hulzen Asset Management, LLC	0.00%	New	432	$56K
Hurley Capital, LLC	0.04%	—	424	$55K
Addison Advisors LLC	0.02%	No change	424	$55K
Evergreen Private Wealth LLC	0.03%	No change	420	$54K
DecisionPoint Financial, LLC	0.02%	No change	408	$52K
HHM Wealth Advisors, LLC	0.01%	No change	396	$51K
Duncker Streett & Co. Inc.	0.01%	Add +134.7%	392	$50K
Wintrust Investments LLC	0.04%	Add +62.5%	395	$50K
Financial Connections Group, Inc.	0.02%	No change	392	$50K
Hilltop National Bank	0.01%	No change	367	$47K
Curio Wealth, LLC	0.03%	—	366	$47K
Valley National Advisers Inc.	0.01%	No change	370	$47K
IAG Wealth Partners, LLC	0.01%	Reduce -24.2%	363	$47K
Vermillion & White Wealth Management Group, LLC	0.03%	Add +0.3%	344	$44K
Crews Bank & Trust	0.01%	—	333	$43K
Raleigh Capital Management Inc.	0.02%	Reduce -94.6%	333	$43K
Smartleaf Asset Management LLC	0.00%	Add +3.2%	320	$41K
Wells Financial Advisors INC	0.06%	New	320	$41K
Integrity Financial Corp	0.02%	No change	308	$40K
Lowe Wealth Advisors, LLC	0.02%	No change	281	$36K
WR Wealth Planners, LLC	0.01%	Reduce -80.1%	280	$36K
BankPlus Trust Department	0.01%	—	272	$35K
Kimelman & Baird, LLC	0.00%	No change	269	$35K
Strategic Investment Solutions, Inc.	0.01%	Add +0.4%	267	$34K
Cape Investment Advisory, Inc.	0.01%	No change	266	$34K
Fourth Dimension Wealth, LLC	0.02%	—	265	$34K
Pflug Koory, LLC	0.00%	Reduce -32.0%	264	$34K
Trust Co. of Vermont	0.00%	Reduce -13.2%	263	$34K
Park Square Financial Group, LLC	0.02%	—	259	$33K
Towne Trust Company, N.A	0.01%	New	250	$32K
Concord Wealth Partners	0.01%	Reduce -7.1%	247	$32K
Noble Wealth Management PBC	0.02%	—	227	$29K
TCTC Holdings, LLC	0.00%	New	225	$29K
Front Row Advisors LLC	0.01%	Reduce -2.6%	224	$29K
Caldwell Sutter Capital, Inc.	0.01%	No change	209	$27K
Financial Life Planners	0.02%	—	202	$26K
Promus Capital, LLC	0.02%	—	200	$26K
Venturi Wealth Management, LLC	0.00%	Reduce -20.0%	200	$26K
CVA Family Office, LLC	0.00%	Reduce -9.3%	196	$25K
2UniFi Bank	0.02%	—	195	$25K
Fortitude Family Office, LLC	0.01%	Add +0.5%	191	$25K
Knuff & Co LLC	0.01%	New	188	$24K
MCF Advisors LLC	0.00%	No change	175	$23K
Global Trust Asset Management, LLC	0.01%	Reduce -12.6%	173	$22K
Princeton Global Asset Management LLC	0.00%	Add +0.6%	169	$22K
Capital A Wealth Management, LLC	0.03%	—	163	$21K
Fairfield Financial Advisors, LTD	0.01%	Reduce -38.2%	162	$21K
NewSquare Capital LLC	0.00%	No change	157	$20K
Richard W. Paul & Associates, LLC	0.01%	Add +6.1%	156	$20K
Darwin Wealth Management, LLC	0.01%	No change	154	$20K
Mb, Levis & Associates, LLC	0.01%	No change	150	$19K
Crowley Wealth Management, Inc.	0.02%	—	150	$19K
New Wave Wealth Advisors LLC	0.01%	New	150	$19K
PSI Advisors, LLC	0.01%	Reduce -68.6%	149	$19K
Stuart Chaussee & Associates, Inc.	0.00%	No change	149	$19K
Robinswood Financial LLC	0.01%	No change	140	$18K
Valued Wealth Advisors LLC	0.01%	New	139	$18K
St Germain D J Co. Inc.	0.00%	Add +0.0%	127	$16K
Quent Capital, LLC	0.00%	Add +0.8%	123	$16K
Vermillion Wealth Management, Inc.	0.01%	—	119	$15K
Legacy Investment Solutions, LLC	0.01%	No change	110	$15K
Legacy Wealth Managment, LLC	0.01%	No change	110	$15K
DiNuzzo Private Wealth, Inc.	0.00%	No change	112	$14K
City State Bank	0.01%	No change	112	$14K
Versant Capital Management, Inc	0.00%	No change	111	$14K
Ameritas Investment Partners, Inc.	0.00%	New	110	$14K
Tower Research Capital LLC (TRC)	0.00%	Add +176.9%	108	$14K
Biltmore Family Office, LLC	0.00%	No change	105	$14K
Resources Management Corp. /CT/	0.00%	No change	99	$13K
Missouri Trust & Investment Co	0.00%	No change	100	$13K
Brown, Lisle/Cummings, Inc.	0.00%	No change	100	$13K
Transce3nd, LLC	0.00%	—	88	$11K
Cardinal Strategic Wealth Guidance	0.00%	New	88	$11K
Roxbury Financial LLC	0.01%	—	84	$11K
MV Capital Management, Inc.	0.00%	No change	81	$10K
Mascoma Wealth Management LLC	0.00%	Reduce -2.5%	79	$10K
MPWM Advisory Solutions, LLC	0.01%	—	75	$10K
Davis Capital Management	0.01%	No change	67	$9K
Legacies Wealth LLC	0.01%	No change	66	$8K
Iron Horse Wealth Management, LLC	0.00%	No change	63	$8K
Cornerstone Planning Group LLC	0.00%	Add +1.9%	54	$7K
Wood Tarver Financial Group, LLC	0.00%	—	55	$7K
American Capital Advisory, LLC	0.00%	No change	54	$7K
ROSS\JOHNSON & Associates LLC	0.15%	—	49	$6K
Koesten, Hirschmann & Crabtree, INC.	0.00%	No change	48	$6K
LGT Financial Advisors LLC	0.01%	Reduce -11.3%	47	$6K
Painted Porch Advisors LLC	0.00%	Reduce -59.5%	45	$6K
Woodard & Co. Asset Management Group Inc.	0.00%	No change	43	$6K
Wagner Wealth Management, LLC	0.00%	New	32	$4K
Bell Investment Advisors, Inc	0.00%	No change	31	$4K
Sound Financial Strategies Group, LLC	0.00%	New	31	$4K
HM Payson & Co.	0.00%	New	28	$4K
Register Financial Advisors LLC	0.00%	No change	26	$3K
WASHINGTON TRUST Co	0.00%	No change	26	$3K
Olistico Wealth, LLC	0.00%	No change	22	$3K
Guardian Wealth Management, Inc.	0.00%	No change	19	$2K
West Paces Advisors Inc.	0.00%	No change	18	$2K
CGC Financial Services, LLC	0.00%	No change	12	$2K
Ball & Co Wealth Management Inc.	0.00%	—	8	$1K
Founders Capital Management	0.00%	No change	5	$682
1922 Investment Co LLC	0.02%	New	5	$641
Legend Financial Advisors, Inc.	0.00%	New	3	$386
Lanark Financial, Inc.	0.03%	—	2	$295
Main Street Group, LTD	0.00%	No change	2	$258
Ruedi Wealth Management, Inc.	0.00%	No change	1	$127

"% of holder's portfolio" is ITOT's weight in each manager's 13F, not the share of iShares Core S&P Total U.S. the manager owns.