iShares Core S&P Total U.S.ITOTETF

13F holders, Q1 2025 (March 31)

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

1,433holders

88new positions

76sold out

4famous investors

$121.55avg. 13F price*

At the end of Q1 2025, 1,433 institutions reported holding iShares Core S&P Total U.S. (ITOT) in their 13F filings, unchanged from Q4 2024. 88 opened new positions and 76 sold out. The largest holders were Wells Fargo & Company ($7.1B), BlackRock, Inc. ($7.1B) and Betterment LLC ($1.4B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

	Institutions	Total Value
New Positions	88	$141.3M
Exits	76	$71.4M

All 13F filers, Q4 2024 → Q1 2025: 16,110,330 shares bought and 7,213,145 shares sold, net +8,897,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,433 holders


Wells Fargo & Company	1.73%	Add +6.0%	58,591,129	$7.1B
BlackRock, Inc.	0.15%	Add +4.5%	58,126,617	$7.1B
Betterment LLC	3.34%	Reduce -2.2%	11,538,827	$1.4B
Wealthfront Advisers LLC	3.60%	Add +12.8%	11,002,156	$1.3B
Morgan Stanley	0.09%	Reduce -2.2%	10,297,404	$1.3B
Alliancebernstein L.P.	0.41%	Add +3.5%	9,334,754	$1.1B
Bank of America Corp.	0.07%	Add +5.9%	6,327,592	$772.0M
LPL Financial LLC	0.25%	Add +3.1%	5,253,679	$641.0M
Focus Partners Wealth	1.43%	Add +3.6%	4,674,812	$570.4M
Focus Partners Advisor Solutions, LLC	7.54%	Add +10.2%	4,067,044	$496.2M
Blue Trust, Inc.	5.91%	Add +2.7%	3,782,324	$461.5M
Ballentine Partners, LLC	7.60%	Add +2.2%	3,593,372	$438.4M
SigFig Wealth Management, LLC	15.31%	Add +0.3%	3,489,882	$423.6M
Parallel Advisors, LLC	7.07%	Reduce -0.4%	2,560,483	$312.4M
AlTi Global, Inc.	8.13%	Add +4.8%	2,542,030	$310.2M
Envestnet Asset Management Inc.	0.10%	Add +4.6%	2,429,382	$296.4M
Raymond James Financial Inc.	0.11%	Add +2.2%	2,399,293	$292.7M
Creative Planning	0.25%	Add +0.9%	2,143,444	$261.5M
Cerity Partners LLC	0.53%	Reduce -2.6%	2,100,645	$256.3M
Allworth Financial LP	1.43%	Add +24.1%	2,118,890	$252.8M
Prime Capital Investment Advisors, LLC	2.86%	Add +29.0%	2,007,444	$244.9M
Ameriprise Financial Inc.	0.06%	Reduce -5.5%	1,923,454	$234.7M
Mesirow Financial Investment Management, Inc.	4.51%	Add +88.7%	1,908,118	$232.8M
Lido Advisors, LLC	1.37%	Reduce -0.1%	1,885,818	$230.1M
Osaic Holdings, Inc.	0.51%	Add +11.3%	1,876,014	$228.9M
Sentinel Trust Co. Lba	26.15%	Add +0.6%	1,817,069	$221.7M
Cisco Systems, Inc.	74.18%	Reduce -16.5%	1,722,500	$210.2M
Provenance Wealth Advisors, LLC	30.06%	Reduce -0.9%	1,713,579	$209.1M
Auto-Owners Insurance Co	5.47%	Reduce -16.4%	2,751,570	$206.8M
Commonwealth Equity Services, LLC	0.28%	Add +2.0%	1,626,188	$198.4M
TD Capital Management LLC	18.06%	Reduce -2.4%	1,461,163	$178.3M
Evensky & Katz LLC	11.65%	Add +2.8%	1,423,088	$173.6M
Stifel Financial Corp.	0.18%	Reduce -33.6%	1,389,249	$169.5M
JPMorgan Chase & Co.	0.01%	Reduce -0.0%	1,362,967	$166.3M
Allstate Corp.	4.40%	Reduce -5.3%	1,227,566	$149.8M
Klaas Financial Asset Advisors, LLC	24.95%	Reduce -0.0%	1,186,328	$144.7M
Partners Capital Investment Group, LLP	2.41%	Add +132.4%	1,168,032	$142.5M
Royal Bank of Canada	0.03%	Reduce -12.1%	1,158,179	$141.3M
Mariner, LLC	0.22%	Reduce -1.3%	1,101,726	$134.3M
Cobblestone Capital Advisors LLC	7.16%	Reduce -4.5%	1,071,289	$130.7M
UBS Group AG	0.03%	Add +1.7%	1,068,825	$130.4M
LJI Wealth Management, LLC	25.21%	Add +5.4%	1,037,692	$126.6M
Rock Creek Group LLC	14.40%	Add +6.7%	995,414	$121.6M
HighTower Advisors, LLC	0.16%	Reduce -4.9%	990,499	$120.9M
Stratos Investment Management, LLC	6.42%	Reduce -0.2%	986,886	$120.4M
HB Wealth Management, LLC	0.99%	Add +0.8%	961,484	$117.3M
True Link Financial Advisors, LLC	8.74%	Add +3.3%	960,247	$117.2M
FMR LLC	0.01%	Reduce -8.2%	959,353	$117.1M
Disciplina Capital Management LLC	16.03%	Add +4.0%	903,204	$110.2M
Wick Capital Partners, LLC	32.01%	Reduce -0.6%	878,402	$107.2M
Claar Advisors LLC	35.56%	Add +4.0%	863,399	$105.3M
Winthrop Advisory Group LLC	11.96%	Add +0.1%	815,720	$99.5M
Facet Wealth, Inc.	2.40%	Add +63.8%	752,437	$92.6M
Goldstein Advisors, LLC	13.51%	Reduce -3.5%	756,965	$92.4M
Zhang Financial LLC	4.77%	Add +11.2%	738,789	$90.1M
Johnson Bixby & Associates, LLC	12.87%	Reduce -15.2%	705,476	$86.1M
Jaffetilchin Investment Partners, LLC	6.04%	Reduce -0.3%	682,543	$83.3M
Independent Order of Foresters	58.27%	No change	672,744	$82.1M
Cambridge Investment Research Advisors, Inc.	0.27%	Add +5.3%	658,265	$80.3M
Ancora Advisors LLC	1.77%	Add +0.6%	650,425	$79.4M
Ullmann Wealth Partners Group, LLC	10.43%	Reduce -0.5%	643,165	$78.5M
Cetera Investment Advisers	0.15%	Add +6.1%	626,430	$76.4M
Elm Partners Management LLC	4.64%	Reduce -49.0%	590,786	$72.1M
US Bancorp \de	0.09%	Reduce -1.5%	549,408	$67.0M
Corient Private Wealth LP	0.11%	Add +104.8%	542,678	$66.2M
Allen Investment Management, LLC	0.75%	Reduce -0.5%	528,525	$64.5M
Heritage Wealth Advisors	3.26%	Reduce -0.3%	527,685	$64.4M
Tanager Wealth Management LLP	8.34%	New	525,408	$64.1M
Truist Financial Corp.	0.10%	Add +4.4%	498,949	$60.9M
MML Investors Services, LLC	0.20%	Add +0.2%	497,484	$60.7M
Cwm, LLC	0.24%	Reduce -3.9%	490,146	$59.8M
Simon Quick Advisors, LLC	3.38%	Reduce -11.1%	486,698	$59.4M
Blair William & Co.	0.18%	Add +0.5%	482,572	$58.9M
Wealth Enhancement Advisory Services, LLC	0.11%	Reduce -0.2%	465,567	$56.8M
O'Brien Wealth Partners LLC	10.52%	Reduce -1.7%	462,849	$56.5M
jvl associates llc	22.72%	Add +0.6%	461,311	$56.3M
Orion Porfolio Solutions, LLC	0.54%	Add +1.3%	453,892	$55.4M
Orion Portfolio Solutions, LLC	0.54%	Add +1.3%	453,892	$55.4M
Vantage Financial Partners, LLC	13.26%	Add +0.5%	437,222	$53.3M
Spectrum Strategic Capital Management, LLC	33.03%	Reduce -1.4%	431,717	$52.7M
Cresset Asset Management, LLC	0.26%	Reduce -10.2%	429,475	$52.4M
Pineridge Advisors LLC	20.29%	Add +2.0%	425,637	$51.9M
Northwestern Mutual Wealth Management Co.	0.04%	Add +2.2%	420,313	$51.3M
Goldman Sachs Group Inc.	0.01%	Add +6.4%	409,798	$50.0M
Crestwood Advisors Group, LLC	0.94%	Add +2.5%	407,248	$49.7M
Forvis Mazars Wealth Advisors, LLC	1.13%	Reduce -2.4%	385,270	$47.0M
Jones Financial Companies LLLP	0.04%	Add +40.1%	386,533	$46.9M
Regatta Capital Group, LLC	8.95%	Add +1.4%	378,650	$46.2M
Mission Wealth Management, LP	1.12%	Add +1.5%	366,227	$44.7M
Kestra Advisory Services, LLC	0.22%	Reduce -6.5%	365,241	$44.6M
Smallwood Wealth Investment Management, LLC	27.93%	Add +3.0%	363,558	$44.4M
Geneos Wealth Management Inc.	1.47%	Add +0.8%	360,053	$43.9M
Private Advisor Group, LLC	0.26%	Reduce -3.0%	347,323	$42.4M
&partners	0.45%	Reduce -10.7%	351,485	$42.3M
BLB&B Advisors, LLC	2.15%	Reduce -0.7%	345,598	$42.2M
Strategic Point Investment Advisors, LLC	6.96%	Reduce -1.5%	342,231	$41.8M
Pure Financial Advisors, LLC	0.86%	Add +3.3%	336,637	$41.1M
Capital Analysts, LLC	1.53%	Reduce -5.2%	335,828	$41.0M
Truepoint, Inc.	1.09%	Reduce -2.5%	329,848	$40.2M
Eldridge Investment Advisors, Inc.	9.17%	Reduce -1.8%	326,596	$39.8M
Wooster Corthell Wealth Management, Inc.	8.13%	Add +1.6%	325,589	$39.7M
Aviso Financial Inc.	1.95%	Add +36.7%	323,947	$39.5M
University of Maryland Foundation, Inc.	25.18%	No change	323,381	$39.5M
Equitable Holdings, Inc.	0.37%	Reduce -27.0%	322,665	$39.4M
Mercer Global Advisors Inc.	0.09%	Reduce -1.7%	322,077	$39.3M
NorthCoast Asset Management LLC	0.20%	Reduce -7.6%	320,803	$39.1M
Northwest Wealth Management, LLC	7.77%	Add +8.9%	319,991	$39.0M
Friday Financial	22.67%	Add +15.2%	307,233	$37.9M
Reliant Wealth Planning	16.23%	Reduce -4.1%	291,649	$35.6M
Ironsides Asset Advisors, LLC	10.34%	Reduce -1.4%	288,935	$35.3M
Captrust Financial Advisors	0.09%	Add +2.8%	279,591	$34.1M
Kondo Wealth Advisors, Inc.	16.78%	Add +4.8%	279,009	$34.0M
Tolleson Wealth Management, Inc.	6.54%	Add +0.0%	278,004	$33.9M
Caprock Group, LLC	1.02%	Reduce -0.4%	275,195	$33.6M
Financial Designs Corp	23.06%	Reduce -2.6%	271,360	$33.1M
Constellation Investments, Inc.	1.57%	Add +70.7%	270,500	$33.0M
Family Wealth Partners, LLC	15.01%	Add +5.5%	269,461	$32.9M
Valmark Advisers, Inc.	0.49%	Reduce -2.3%	265,482	$32.4M
TRUE Private Wealth Advisors	3.81%	Reduce -13.4%	256,930	$31.3M
Nicolet Advisory Services, LLC	3.07%	Reduce -6.9%	270,954	$30.9M
Advus Financial Partners, LLC	8.44%	Reduce -1.7%	246,890	$30.1M
KM Capital Management Ltd.	15.97%	Reduce -7.4%	242,961	$29.6M
Cigna Investments Inc.	5.53%	Add +5.4%	242,237	$29.6M
Alaska Permanent Capital Management, LLC	2.47%	Reduce -2.2%	240,329	$29.3M
BCGM Wealth Management, LLC	9.00%	Add +23.6%	239,995	$29.3M
Rehmann Capital Advisory Group	1.76%	Reduce -9.9%	229,426	$28.0M
Beacon Pointe Advisors, LLC	0.31%	Add +0.8%	228,748	$27.9M
Dohj, LLC	6.23%	Add +19.0%	223,425	$27.3M
JGP Wealth Management, LLC	3.50%	Add +2.2%	218,188	$26.6M
Catalyst Private Wealth, LLC	12.71%	Reduce -0.2%	213,895	$26.1M
Advisory Services Network, LLC	0.50%	Reduce -4.6%	212,318	$25.9M
Sendero Wealth Management, LLC	3.59%	Add +0.3%	211,987	$25.9M
Monashee Investment Management LLC	3.12%	No change	211,260	$25.8M
GM Advisory Group, LLC	1.38%	Add +96.5%	209,004	$25.5M
Patton Albertson Miller Group, LLC	3.76%	Reduce -3.9%	207,364	$25.3M
Integrated Wealth Concepts LLC	0.29%	Add +5.3%	206,619	$25.2M
W.G. Shaheen & Associates DBA Whitney & Co	2.66%	Add +0.3%	205,259	$25.0M
Legacy Financial Advisors, Inc.	4.16%	Reduce -3.3%	203,683	$24.9M
Brady Martz Wealth Solutions, LLC	5.59%	Add +23.2%	202,410	$24.7M
Macquarie Group Ltd.	0.03%	Reduce -75.8%	195,775	$23.9M
Cherrydale Wealth Management, LLC	9.42%	Add +7.8%	195,343	$23.8M
Prasad Wealth Partners, LLC	7.76%	Add +6.4%	194,871	$23.8M
NewEdge Advisors, LLC	0.14%	Reduce -0.3%	193,026	$23.6M
Edge Financial Advisors LLC	14.78%	New	191,962	$23.4M
Life Planning Partners, Inc	20.57%	Reduce -0.1%	186,237	$22.7M
Durante & Waters, LLC	19.02%	Add +0.2%	185,509	$22.6M
Astoria Strategic Wealth, Inc.	6.62%	Add +1.8%	184,482	$22.5M
United Capital Financial Advisors, LLC	0.19%	Reduce -10.1%	182,448	$22.3M
Thrivent Financial for Lutherans	0.05%	Reduce -18.2%	176,230	$22.2M
Squire Investment Management Company, LLC	9.25%	Add +4.3%	181,991	$22.2M
Vident Advisory, LLC	0.32%	Add +2.9%	181,466	$22.1M
Financial Partners Group, Inc	3.38%	Reduce -0.5%	179,208	$21.9M
MontVue Capital Management, Inc.	17.22%	Add +0.2%	176,339	$21.5M
Heck Capital Advisors, LLC	2.38%	Reduce -1.0%	173,321	$21.1M
Great Valley Advisor Group, Inc.	0.44%	Reduce -5.8%	169,206	$20.6M
Aerodigm Wealth, LLC	11.50%	Reduce -5.5%	169,038	$20.6M
Quantinno Capital Management LP	0.13%	Add +64.0%	168,227	$20.5M
Twin Focus Capital Partners, LLC	3.17%	Add +10.8%	167,185	$20.4M
Northeast Financial Consultants Inc	0.90%	Reduce -25.0%	166,222	$20.3M
Bank of New York Mellon Corp	0.00%	Reduce -7.8%	164,324	$20.0M
Aletheian Wealth Advisors LLC	11.13%	Reduce -8.0%	162,247	$19.8M
Stokes Family Office, LLC	2.22%	Add +0.2%	162,069	$19.8M
Capstone Financial Advisors, Inc.	1.24%	Reduce -0.9%	161,841	$19.7M
Empower Advisory Group, LLC	0.06%	Reduce -16.5%	161,557	$19.7M
Northern Trust Corp.	0.00%	Reduce -1.1%	159,811	$19.5M
Thoroughbred Financial Services, LLC	1.21%	Reduce -2.3%	159,380	$19.4M
IFP Advisors, Inc	0.60%	Reduce -2.5%	159,103	$19.4M
Sweeney & Michel, LLC	8.47%	—	179,018	$19.4M
Peirce Capital Management, LLC	9.57%	Add +21.5%	158,494	$19.3M
Baird Financial Group, Inc.	0.04%	Add +6.6%	158,281	$19.3M
Nwam LLC	1.65%	Add +5.4%	157,009	$19.2M
Cosner Financial Group, LLC	11.64%	Add +1.3%	156,042	$19.0M
Cynosure Group, LLC	2.62%	Reduce -15.5%	155,835	$19.0M
Weatherly Asset Management L. P.	1.68%	Add +1.8%	153,824	$18.8M
Planned Solutions, Inc.	7.60%	Add +2.5%	151,829	$18.5M
Brighton Jones LLC	0.59%	Reduce -1.2%	150,485	$18.4M
Litman Gregory Wealth Management LLC	1.56%	Reduce -9.5%	148,637	$18.1M
Canvas Wealth Advisors, LLC	4.65%	Add +11.8%	157,404	$18.1M
Gleason Group, Inc.	3.25%	Reduce -3.0%	147,484	$18.0M
Sax Wealth Advisors, LLC	1.29%	Reduce -0.3%	147,281	$18.0M
Robertson Stephens Wealth Management, LLC	0.67%	Reduce -7.4%	146,383	$17.9M
Summit Financial, LLC	0.50%	Add +47.8%	145,964	$17.8M
Physician Wealth Advisors, Inc.	3.04%	Reduce -0.0%	144,589	$17.6M
Friedenthal Financial	10.48%	Add +0.3%	143,752	$17.5M
Koshinski Asset Management, Inc.	1.49%	Add +2.5%	143,545	$17.5M
Avantax Advisory Services, Inc.	0.11%	Reduce -9.5%	142,103	$17.3M
Hickory Point Bank & Trust	15.14%	Reduce -1.3%	141,150	$17.2M
Heritage Financial Services, LLC	1.70%	Reduce -2.6%	140,894	$17.2M
Moneywise, Inc.	8.77%	Reduce -3.0%	135,770	$16.6M
Atria Wealth Solutions, Inc.	0.20%	Reduce -20.3%	134,925	$16.5M
Beacon Financial Group	1.79%	Reduce -0.4%	134,190	$16.4M
PrairieView Partners, LLC	1.70%	Add +10.3%	133,267	$16.3M
Comerica Bank	0.07%	Add +0.8%	132,244	$16.1M
TruNorth Capital Management, LLC	3.99%	Add +0.5%	131,555	$16.1M
Essex Financial Services, Inc.	1.16%	Reduce -3.1%	131,410	$16.0M
Roger Wittlin Investment Advisory, LLC	9.37%	Reduce -0.6%	131,287	$16.0M
Benchmark Financial Wealth Advisors, LLC	6.03%	Reduce -28.2%	131,004	$16.0M
Bernardo Wealth Planning LLC	3.80%	Add +4.4%	130,132	$15.9M
Tortoise Investment Management, LLC	1.65%	Reduce -4.9%	129,562	$15.8M
Brookstone Capital Management	0.22%	Reduce -12.2%	128,245	$15.6M
Romano Brothers and Company	1.97%	Add +0.8%	124,960	$15.2M
Wealthspire Retirement, LLC	1.21%	Add +2.0%	124,946	$15.2M
OneDigital Investment Advisors LLC	0.18%	Add +98.5%	123,619	$15.1M
Cliftonlarsonallen Wealth Advisors, LLC	0.27%	Reduce -9.7%	120,555	$14.7M
Modern Wealth Management, LLC	0.46%	Add +286.8%	117,792	$14.4M
Oakwell Private Wealth Management, LLC	3.95%	Reduce -7.5%	117,119	$14.3M
Greenleaf Trust	0.13%	Reduce -0.2%	115,327	$14.1M
AQR Capital Management	0.01%	Add +14.1%	115,234	$14.1M
DDFG, Inc	3.85%	Reduce -0.6%	113,880	$13.9M
Plancorp, LLC	0.55%	Add +57.5%	113,588	$13.9M
Sequoia Financial Advisors, LLC	0.11%	Add +18.1%	113,582	$13.9M
Savant Capital, LLC	0.12%	Add +5.4%	112,711	$13.8M
1900 Wealth Management LLC	1.13%	Reduce -6.7%	111,571	$13.6M
Wealthspire Advisors, LLC	0.08%	Add +1.3%	110,684	$13.5M
Stevens Capital Partners	6.30%	Reduce -11.5%	109,937	$13.4M
NWF Advisory Services Inc.	1.88%	Add +3.8%	109,549	$13.4M
Kingsview Wealth Management, LLC	0.25%	Reduce -16.9%	109,010	$13.3M
Elevate Wealth Advisory, Inc.	9.30%	Reduce -1.1%	107,568	$13.1M
WBH Advisory Inc.	1.21%	Reduce -0.5%	106,661	$13.0M
Janney Montgomery Scott LLC	0.04%	Add +0.2%	106,308	$13.0M
Aptus Capital Advisors, LLC	0.14%	Add +2.0%	103,165	$12.6M
Kaufman Rossin Wealth, LLC	8.92%	Add +3.2%	102,227	$12.5M
Sagespring Wealth Partners, LLC	0.31%	Add +203.5%	101,036	$12.3M
OMNI 360 Wealth, Inc.	8.24%	Add +4.0%	100,824	$12.3M
Farrow Financial, Inc.	8.09%	Add +0.6%	98,628	$12.0M
Smith Shellnut Wilson LLC	5.48%	Add +15.2%	97,919	$11.9M
First Foundation Advisors	0.48%	Reduce -1.7%	96,691	$11.8M
King Wealth Management Group	1.79%	Reduce -1.2%	96,590	$11.8M
Regent Peak Wealth Advisors LLC	2.77%	Reduce -4.1%	96,312	$11.8M
Waverly Advisors, LLC	0.14%	Reduce -2.8%	96,150	$11.7M
Choreo, LLC	0.18%	Reduce -12.5%	95,039	$11.6M
Strategic Equity Management	4.86%	Add +5.3%	94,673	$11.6M
Glenview Trust Co	0.22%	Add +4.9%	94,568	$11.5M
Solano Wealth Investment Advisors LLC	7.06%	Reduce -9.0%	93,472	$11.4M
MAI Capital Management	0.09%	Add +6.0%	93,362	$11.4M
Crescent Grove Advisors, LLC	1.19%	Reduce -7.8%	93,360	$11.4M
Rockefeller Capital Management L.P.	0.03%	Add +45.5%	93,178	$11.4M
Wade Financial Advisory, Inc	3.87%	Add +8.5%	92,625	$11.3M
Asset Dedication, LLC	0.91%	Reduce -16.5%	92,072	$11.2M
Chicago Partners Investment Group LLC	0.37%	Add +93.7%	91,518	$11.2M
Family Manage LLC	1.83%	Add +1.4%	91,058	$11.1M
Freestone Capital Holdings, LLC	0.41%	Reduce -1.9%	90,524	$11.0M
Baron Silver Stevens Financial Advisors, LLC	1.91%	Add +7.7%	89,600	$10.9M
Ashton Thomas Private Wealth, LLC	0.42%	Add +149.8%	89,560	$10.9M
Guardian Wealth Advisors, LLC / NC	0.86%	Add +1.0%	88,213	$10.8M
Cornell Pochily Investment Advisors, Inc.	3.70%	Add +1.0%	86,173	$10.5M
Clearstead Advisors, LLC	0.16%	Add +2.1%	84,691	$10.3M
Smithfield Trust Co	0.52%	Reduce -0.6%	84,620	$10.3M
Satovsky Asset Management LLC	2.28%	Reduce -1.2%	83,521	$10.2M
Rollins Financial Advisors, LLC	1.77%	Reduce -5.1%	83,452	$10.2M
First Hawaiian Bank	1.48%	Reduce -10.3%	83,105	$10.1M
Single Point Partners, LLC	2.36%	Reduce -1.9%	82,472	$10.1M
Sanctuary Advisors, LLC	0.07%	Add +7.0%	81,920	$10.0M
Independent Financial Group, LLC	0.34%	Add +5.8%	81,786	$10.0M
Kestra Private Wealth Services, LLC	0.17%	Add +6.5%	81,783	$10.0M
StoneX Group Inc.	0.55%	Add +16.1%	81,731	$10.0M
Argent Trust Co	0.41%	Reduce -0.2%	81,633	$10.0M
Fulcrum Equity Management	10.69%	Reduce -0.4%	80,191	$9.8M
Greenwood Gearhart LLC	0.67%	Reduce -0.8%	79,144	$9.7M
Jmac Enterprises LLC	2.28%	Add +3.3%	78,579	$9.6M
Stratos Wealth Partners, LTD.	0.14%	Reduce -8.7%	75,547	$9.2M
O'shaughnessy Asset Management, LLC	0.07%	Add +1.9%	74,841	$9.1M
Signature Estate & Investment Advisors LLC	0.24%	Add +0.5%	74,147	$9.0M
Flputnam Investment Management Co.	0.17%	Add +1078.9%	73,823	$9.0M
CreativeOne Wealth, LLC	0.27%	Reduce -3.5%	73,207	$8.9M
Patriot Investment Management Group, Inc.	0.65%	Add +19.7%	70,718	$8.6M
Investors Research Corp	1.85%	Reduce -2.5%	70,019	$8.5M
Rede Wealth, LLC	2.99%	Add +3.2%	69,380	$8.5M
Private Wealth Asset Management, LLC	1.21%	—	68,856	$8.4M
ETF Portfolio Partners, Inc.	2.53%	Add +4.5%	68,803	$8.4M
MorganRosel Wealth Management, LLC	2.52%	Reduce -0.2%	67,984	$8.3M
Jane Street Group, LLC	0.01%	Add +716.9%	67,650	$8.3M
Callan Family Office, LLC	0.62%	Add +53.5%	67,241	$8.2M
Grove Bank & Trust	1.08%	Add +11.5%	66,089	$8.1M
KFA Private Wealth Group, LLC	2.81%	Reduce -3.3%	65,836	$8.0M
Bank of Montreal	0.00%	Add +28.3%	65,607	$8.0M
Well Done, LLC	1.43%	Add +1.6%	61,355	$7.9M
Element Wealth, LLC	4.22%	Reduce -0.3%	64,536	$7.9M
Turtle Creek Wealth Advisors, LLC	1.17%	No change	64,035	$7.8M
CENTRAL TRUST Co	0.19%	Reduce -3.5%	63,172	$7.7M
Sard Wealth Management Group, LLC	5.16%	Reduce -0.6%	63,069	$7.7M
Foundations Investment Advisors, LLC	0.14%	Reduce -0.3%	63,064	$7.7M
Monument Capital Management	2.36%	Reduce -72.2%	62,939	$7.7M
Roble, Belko & Company, Inc	1.21%	Add +0.2%	62,117	$7.6M
Naples Global Advisors, LLC	0.72%	Reduce -1.4%	61,984	$7.6M
Amplius Wealth Advisors, LLC	0.78%	Add +1.9%	61,198	$7.5M
CogentBlue Wealth Advisors, LLC	6.46%	Reduce -3.4%	60,340	$7.4M
Certus Wealth Management, LLC	5.00%	Reduce -2.3%	57,746	$7.4M
Modera Wealth Management, LLC	0.10%	Reduce -1.7%	59,430	$7.3M
Donor Advised Charitable Giving, Inc.	0.21%	Add +0.3%	59,097	$7.2M
Sigma Planning Corp	0.23%	Reduce -4.8%	58,270	$7.1M
Forbes J M & Co. LLP	0.69%	Add +0.7%	58,058	$7.1M
Principal Securities, Inc.	0.16%	Add +0.5%	55,037	$7.1M
Fairvoy Private Wealth, LLC	1.93%	Reduce -24.1%	57,563	$7.0M
Hollencrest Capital Management	0.31%	Add +6.4%	57,062	$7.0M
National Philanthropic Trust	0.11%	Add +6.4%	57,062	$7.0M
Lynch & Associates	1.49%	Add +2.3%	56,649	$6.9M
Avalon Advisory Group	3.24%	Add +21.9%	56,391	$6.9M
Moneco Advisors, LLC	0.71%	Reduce -8.2%	56,120	$6.8M
First Financial Bank - Trust Division	0.66%	Reduce -0.9%	55,856	$6.8M
Towercrest Capital Management	1.29%	Reduce -28.0%	55,852	$6.8M
Bradley & Co. Private Wealth Management, LLC	4.62%	No change	55,499	$6.8M
Hardy Reed LLC	0.60%	Reduce -0.1%	55,429	$6.8M
Fifth Third Securities, Inc.	0.57%	Reduce -1.4%	55,179	$6.7M
Summit Wealth Partners, LLC	1.36%	Reduce -2.2%	54,917	$6.7M
A&I Financial Services, LLC	4.52%	Reduce -2.0%	54,724	$6.7M
Bar Harbor Wealth Management	0.44%	No change	54,194	$6.6M
Endowment Wealth Management, Inc.	4.20%	Reduce -0.3%	53,563	$6.5M
Flagship Private Wealth, LLC	3.10%	Add +11.1%	53,338	$6.5M
Independent Solutions Wealth Management, LLC	1.45%	Reduce -0.1%	52,971	$6.5M
Claris Advisors, LLC / Mo /	2.39%	Reduce -1.7%	52,541	$6.4M
Envestnet Portfolio Solutions, Inc.	0.02%	Reduce -0.9%	56,482	$6.4M
Ironwood Financial, llc	1.36%	Add +2.8%	52,153	$6.4M
Advisor Resource Council	0.51%	New	52,347	$6.3M
Wealthcare Capital Management LLC	0.63%	Add +16.6%	51,077	$6.2M
Ridgecrest Wealth Partners, LLC	3.26%	Reduce -4.2%	50,944	$6.2M
Davidson Investment Advisors	0.31%	Add +5.3%	50,816	$6.2M
DKM Wealth Management, Inc.	6.01%	Add +4.0%	50,760	$6.2M
HBK Sorce Advisory LLC	0.18%	Reduce -1.7%	49,735	$6.1M
PFG Investments, LLC	0.39%	Add +10.4%	49,721	$6.1M
Grand Wealth Management, LLC	3.33%	Reduce -3.8%	49,692	$6.1M
Steward Partners Investment Advisory, LLC	0.05%	Add +14.0%	49,652	$6.1M
Avior Wealth Management, LLC	0.23%	No change	49,040	$6.0M
Matthew Goff Investment Advisor, LLC	1.09%	Reduce -12.3%	48,581	$5.9M
Aegis Wealth Management LLC	3.38%	Reduce -0.7%	47,167	$5.8M
Snowden Capital Advisors LLC	0.18%	Add +12.3%	46,847	$5.7M
Apella Capital, LLC	0.20%	Add +49.0%	48,091	$5.7M
Nations Financial Group Inc, /Ia/	0.43%	Add +1.5%	46,661	$5.7M
Tsfg, LLC	1.16%	Add +0.7%	46,341	$5.7M
Tyler-Stone Wealth Management	1.01%	Reduce -1.5%	46,299	$5.6M
GeoWealth Management, LLC	0.23%	Add +0.2%	46,296	$5.6M
First Heartland Consultants, Inc.	0.58%	Add +1.0%	46,145	$5.6M
Capital Planning LLC	1.51%	Reduce -10.4%	44,344	$5.4M
Pathstone Holdings, LLC	0.02%	Add +0.1%	44,086	$5.4M
Ferguson Wellman Capital Management, Inc.	0.10%	No change	43,964	$5.4M
Morling Financial Advisors, LLC	1.83%	Reduce -0.6%	43,589	$5.3M
Vontobel Holding Ltd.	0.02%	Add +9.4%	43,424	$5.3M
Sutton Place Investors LLC	3.54%	Add +0.6%	43,152	$5.3M
Merit Financial Group, LLC	0.08%	Add +19.0%	42,990	$5.2M
Hudock, Inc.	0.92%	Add +0.2%	42,946	$5.2M
Sheets Smith Wealth Management	0.65%	Reduce -1.2%	42,700	$5.2M
Bank of Hawaii	0.30%	Reduce -0.9%	42,677	$5.2M
Farther Finance Advisors, LLC	0.13%	Add +9.7%	42,279	$5.2M
Johnson Investment Counsel Inc.	0.05%	Add +1.1%	42,423	$5.2M
Diversified Portfolios, Inc.	0.54%	Add +31.0%	42,397	$5.2M
Columbus Macro, LLC	0.68%	Add +0.7%	42,087	$5.1M
Legacy Private Trust Co.	0.35%	Reduce -81.4%	42,072	$5.1M
Natixis Advisors, LLC	0.01%	Add +72.2%	41,546	$5.1M
Pinnacle Financial Partners Inc	0.10%	Reduce -0.2%	41,450	$5.1M
Investment Advisory Group, LLC	1.69%	Add +1.9%	41,333	$5.0M
FAS Wealth Partners, Inc.	0.41%	Reduce -1.3%	41,191	$5.0M
Yukon Wealth Management, Inc.	2.08%	—	41,054	$5.0M
Libra Wealth LLC	1.87%	Add +26.4%	40,903	$5.0M
Retirement Capital Strategies	1.94%	Add +0.5%	40,801	$5.0M
Endeavor Private Wealth, Inc.	2.70%	New	40,794	$5.0M
MA Private Wealth	0.94%	Add +12.1%	40,783	$5.0M
Franklin Resources Inc.	0.00%	Reduce -2.3%	40,571	$5.0M
MBA Advisors LLC	2.43%	Reduce -0.7%	40,247	$4.9M
Dakota Wealth Management	0.11%	Add +1.6%	39,896	$4.9M
BlackDiamond Wealth Management, LLC	3.28%	Add +5.3%	39,366	$4.9M
Hassell Wealth Management, LLC	2.05%	Reduce -22.0%	40,948	$4.8M
Canandaigua National Bank & Trust Co.	0.47%	No change	38,491	$4.7M
Cornerstone Wealth Group, LLC	0.39%	Add +0.4%	38,301	$4.7M
Capital Advisors, Ltd. LLC	0.61%	Add +2.0%	37,670	$4.6M
Soltis Investment Advisors LLC	0.40%	Add +5.7%	37,096	$4.5M
May Hill Capital, LLC	1.71%	Add +4.5%	37,043	$4.5M
Doliver Advisors, LP	1.25%	Reduce -7.5%	36,469	$4.4M
HMV Wealth Advisors, LLC	3.53%	Add +82.6%	36,436	$4.4M
Wealth Management Associates, Inc.	1.90%	Add +2.0%	36,290	$4.4M
LVZ, Inc.	0.58%	Reduce -20.2%	36,214	$4.4M
Allie Family Office LLC	2.38%	Add +1.4%	35,616	$4.3M
Fonville Wealth Management LLC	1.28%	Reduce -4.0%	35,529	$4.3M
CFS Investment Advisory Services, LLC	0.39%	Add +16.3%	35,463	$4.3M
Keystone Financial Group	0.43%	Reduce -1.7%	34,744	$4.2M
Western Wealth Management, LLC	0.28%	Reduce -15.4%	34,629	$4.2M
Fairview Capital Investment Management, LLC	0.22%	Reduce -31.9%	34,050	$4.2M
NYL Investors LLC	0.27%	Reduce -9.6%	33,994	$4.1M
JSF Financial, LLC	1.09%	Reduce -20.6%	33,948	$4.1M
PNC Financial Services Group, Inc.	0.00%	Reduce -10.7%	33,861	$4.1M
Ieq Capital, LLC	0.03%	Add +0.8%	33,755	$4.1M
LCNB Corp.	1.51%	No change	33,650	$4.1M
Up Strategic Wealth Investment Advisors LLC	3.60%	No change	33,172	$4.0M
Montecito Bank & Trust	0.71%	Add +6.8%	33,082	$4.0M
Lazard Asset Management LLC	0.01%	No change	32,865	$4.0M
Debussy Capital Management LP	0.64%	Reduce -12.1%	32,790	$4.0M
Glen Eagle Advisors, LLC	0.66%	Add +1.3%	32,690	$4.0M
Kraft Asset Management, LLC	3.62%	Add +1.2%	32,380	$4.0M
GWN Securities Inc.	0.22%	Add +156.3%	32,227	$3.9M
VestGen Advisors, LLC	0.17%	—	31,473	$3.8M
Arax Advisory Partners	0.25%	Reduce -3.4%	31,451	$3.8M
Legacy Financial Group LLC	0.59%	Add +0.8%	31,276	$3.8M
Wedmont Private Capital	0.20%	Add +6.3%	32,806	$3.8M
Apollon Wealth Management, LLC	0.08%	Reduce -2.4%	30,905	$3.8M
Gotham Asset Management	0.03%	Add +20.4%	30,743	$3.8M
Prospera Financial Services Inc	0.09%	Add +1.9%	30,671	$3.7M
J.W. Cole Advisors, Inc.	0.12%	Reduce -18.3%	30,498	$3.7M
TFO Wealth Partners, LLC	0.74%	New	30,416	$3.7M
Fortress Financial Solutions, LLC	5.36%	Reduce -6.5%	30,374	$3.7M
Rather & Kittrell, Inc.	0.80%	Reduce -3.9%	30,160	$3.7M
Westwood Holdings Group Inc.	0.03%	Reduce -42.4%	29,348	$3.6M
Sage Mountain Advisors LLC	0.26%	Add +12.5%	29,270	$3.6M
Unique Wealth, LLC	0.67%	New	29,199	$3.6M
Retirement Planning Group, LLC	0.17%	Reduce -55.5%	29,148	$3.6M
GSG Advisors LLC	1.16%	Add +21.4%	29,894	$3.5M
Gladstone Institutional Advisory LLC	0.17%	Add +1.8%	29,036	$3.5M
Pettinga Financial Advisors LLC	0.83%	Add +0.1%	28,908	$3.5M
Strategic Blueprint, LLC	0.19%	Add +192.4%	28,824	$3.5M
Sigma Investment Counselors Inc.	0.21%	Reduce -8.8%	28,680	$3.5M
Wealthcare Advisory Partners LLC	0.09%	Add +25.5%	28,569	$3.5M
Townsquare Capital LLC	0.04%	Add +11.4%	28,533	$3.5M
Atlantic Private Wealth, LLC	2.57%	New	28,495	$3.5M
Carr Financial Group Corp	1.13%	Reduce -0.8%	28,305	$3.5M
Sentinel Pension Advisors, LLC	0.64%	Add +6.3%	28,295	$3.5M
Summit Investment Advisory Services, LLC	1.69%	Add +1.5%	28,189	$3.4M
Bessemer Group Inc.	0.01%	Reduce -0.4%	28,165	$3.4M
Citigroup Inc.	0.00%	Add +5.8%	28,101	$3.4M
Samalin Investment Counsel, LLC	1.38%	Add +11.4%	27,865	$3.4M
Private Trust Co. NA	0.35%	No change	27,617	$3.4M
PFG Advisors	0.19%	Add +1.7%	27,586	$3.4M
Glass Jacobson Investment Advisors llc	1.10%	No change	26,113	$3.4M
Forte Asset Management LLC	1.69%	Add +0.3%	27,432	$3.3M
Oxford Financial Group, LTD. LLC	0.23%	No change	27,372	$3.3M
Park Avenue Securities LLC	0.04%	Reduce -28.2%	27,308	$3.3M
EP Wealth Advisors, LLC	0.03%	Reduce -48.3%	27,301	$3.3M
Joel Isaacson & Co., LLC	0.15%	Add +2.6%	26,875	$3.3M
Symphony Financial Services, Inc.	2.13%	Reduce -1.0%	26,768	$3.3M
Brooklyn FI, LLC	1.00%	Add +65.8%	27,870	$3.2M
Pennington Partners & Co., LLC	1.82%	Add +151.4%	26,053	$3.2M
TFC Financial Management, Inc.	0.48%	Reduce -0.2%	25,937	$3.2M
Composition Wealth, LLC	0.06%	Add +12.5%	25,925	$3.2M
N.E.W. Advisory Services LLC	0.24%	Add +0.1%	25,766	$3.1M
Dorsey & Whitney Trust CO LLC	0.18%	New	25,652	$3.1M
Brown Advisory Inc.	0.00%	Add +39.4%	25,628	$3.1M
Sunbelt Securities, Inc.	0.28%	Reduce -29.7%	25,528	$3.1M
Badgley Phelps Wealth Managers, LLC	0.08%	Add +3.9%	25,498	$3.1M
ShoreHaven Wealth Partners, LLC	1.48%	Add +21.3%	25,348	$3.1M
Choate Investment Advisors	0.08%	Reduce -1.4%	25,243	$3.1M
Moneta Group Investment Advisors LLC	0.04%	Add +5.5%	25,242	$3.1M
Nepc LLC	0.08%	New	25,076	$3.1M
Climber Capital SA	2.40%	Add +3.4%	35,492	$3.1M
Arkadios Wealth Advisors	0.11%	Add +127.1%	24,846	$3.0M
Silvia McColl Wealth Management, LLC	2.29%	No change	24,800	$3.0M
Hoxton Planning & Management, LLC	1.15%	Add +55.7%	24,672	$3.0M
Jefferies Financial Group Inc.	0.05%	Add +0.0%	24,635	$3.0M
Aspen Wealth Management LLC	0.85%	Add +109.3%	24,563	$3.0M
Quadrant Private Wealth Management, LLC	0.75%	Add +6.7%	24,538	$3.0M
Bokf, NA	0.05%	Add +3.3%	24,432	$3.0M
RFG Advisory, LLC	0.08%	Reduce -38.2%	24,309	$3.0M
RFP Financial Group LLC	1.18%	Reduce -0.3%	23,941	$2.9M
Spire Wealth Management	0.09%	Add +37.6%	23,844	$2.9M
Serenus Wealth Advisors, LLC	0.48%	Add +0.1%	23,830	$2.9M
Capital Market Strategies LLC	1.95%	Reduce -9.2%	23,830	$2.9M
BridgePort Financial Solutions, LLC	1.30%	Add +8.1%	23,694	$2.9M
SCS Capital Management LLC	0.04%	Reduce -52.2%	23,628	$2.9M
Aspiriant, LLC	0.10%	Add +0.4%	23,425	$2.9M
B. Riley Wealth Advisors, Inc.	0.09%	Add +17.0%	23,423	$2.9M
Ameritas Advisory Services, LLC	0.11%	Add +64.1%	22,698	$2.8M
Kings Path Partners LLC	1.37%	Add +0.0%	22,874	$2.8M
Rf&l Wealth Management, LLC	1.99%	Add +2.8%	22,764	$2.8M
Correct Capital Wealth Management	0.55%	Add +3.4%	22,734	$2.8M
Fiduciary Alliance LLC	0.27%	Add +1.3%	22,685	$2.8M
Tenon Financial LLC	1.70%	No change	22,540	$2.8M
Integrity Alliance, Llc.	0.11%	Reduce -84.1%	22,311	$2.7M
Gries Financial LLC	0.52%	Add +2.6%	22,104	$2.7M
Calton & Associates, Inc.	0.61%	Add +212.3%	22,043	$2.7M
Tiaa Trust, National Association	0.01%	Reduce -6.9%	22,019	$2.7M
Financial Management Professionals, Inc.	0.34%	New	21,909	$2.7M
Able Wealth Management LLC	1.58%	Add +8.9%	21,845	$2.7M
Buttonwood Financial Advisors Inc.	1.15%	Reduce -1.9%	21,468	$2.6M
SC&H Financial Advisors, Inc.	0.51%	Reduce -4.5%	21,213	$2.6M
Alliance Wealth Management Group	0.69%	Add +5.0%	20,851	$2.5M
Agf Management Ltd.	0.01%	Reduce -2.4%	20,685	$2.5M
AdvisorNet Financial, Inc	0.19%	Reduce -0.2%	20,578	$2.5M
Keystone Financial Group, Inc.	1.77%	Reduce -4.0%	20,579	$2.5M
Clark Asset Management, LLC	0.42%	Reduce -9.3%	20,566	$2.5M
Nicholson Meyer Capital Management, Inc.	2.30%	—	20,464	$2.5M
Claro Advisors Inc.	0.33%	Add +13.9%	20,346	$2.5M
TKG Advisors, LLC	1.21%	No change	20,160	$2.5M
Mayflower Financial Advisors, LLC	0.37%	Add +7.4%	20,137	$2.5M
Northwest Bancshares, Inc.	0.45%	Reduce -1.8%	20,126	$2.5M
Snider Financial Group	0.79%	Reduce -4.5%	20,050	$2.4M
First National Bank & Trust Co. of Newtown	0.51%	No change	19,930	$2.4M
Great Point Wealth Advisors, LLC	0.52%	Reduce -1.3%	19,784	$2.4M
National Bank of Canada	0.00%	Reduce -57.4%	19,762	$2.4M
Birch Financial Group, LLC	2.15%	Reduce -21.0%	19,757	$2.4M
Ritholtz Wealth Management	0.07%	Reduce -4.1%	19,742	$2.4M
Evoke Wealth, LLC	0.06%	No change	19,501	$2.4M
Cascade Financial Partners, LLC	0.30%	No change	19,459	$2.4M
TD Private Client Wealth LLC	0.07%	Add +17.6%	19,384	$2.4M
Maltin Wealth Management, Inc.	1.11%	Reduce -5.5%	19,317	$2.4M
Elevation Point Wealth Partners, LLC	0.20%	Reduce -2.0%	19,230	$2.3M
Quad-Cities Investment Group, LLC	1.16%	Reduce -2.4%	19,228	$2.3M
Magnolia Capital Advisors LLC	0.63%	Reduce -76.0%	19,150	$2.3M
Financial Engines Advisors L.L.C.	0.01%	Reduce -2.0%	19,145	$2.3M
Aaron Wealth Advisors LLC	0.26%	Reduce -2.6%	18,847	$2.3M
IHT Wealth Management, LLC	0.07%	Reduce -2.4%	18,803	$2.3M
Abound Wealth Management	0.76%	Add +0.1%	18,661	$2.3M
Vanguard Group Inc.	0.00%	Add +19.5%	18,655	$2.3M
Sage Financial Group Inc.	0.18%	Reduce -2.1%	18,525	$2.3M
Concurrent Investment Advisors, LLC	0.05%	Add +19.9%	18,476	$2.3M
Csenge Advisory Group	0.13%	Add +103.3%	19,377	$2.2M
Keybank National Association	0.01%	Reduce -1.4%	17,911	$2.2M
M&T Bank Corp	0.01%	Reduce -4.3%	17,889	$2.2M
One Wealth Advisors, LLC	0.33%	Add +243.5%	17,843	$2.2M
Associated Banc-Corp	0.07%	Add +4.4%	17,746	$2.2M
Phillips Financial Management, LLC	0.17%	Reduce -3.3%	17,743	$2.2M
Mutual Advisors, LLC	0.06%	Add +5.3%	17,996	$2.2M
Alta Wealth Advisors LLC	0.98%	Add +0.5%	17,487	$2.1M
Archer Investment Corp	0.55%	Reduce -0.2%	17,236	$2.1M
Apollon Financial, LLC	0.50%	Add +9.9%	17,184	$2.1M
Lauterbach Financial Advisors, LLC	1.30%	Add +3.0%	17,126	$2.1M
Peak Financial Management, Inc.	0.62%	Add +0.2%	17,063	$2.1M
Magnolia Private Wealth, LLC	1.76%	Reduce -2.5%	17,020	$2.1M
Schrum Private Wealth Management LLC	1.82%	Add +4.6%	16,979	$2.1M
Farmers & Merchants Investments Inc.	0.07%	Add +1.3%	16,975	$2.1M
Accredited Investors Inc.	0.13%	Reduce -2.7%	16,887	$2.1M
Hamilton Capital, LLC	0.12%	No change	16,835	$2.1M
Essex Bank	0.50%	Add +9.2%	16,830	$2.1M
Trivium Point Advisory, LLC	0.25%	Reduce -0.6%	16,790	$2.0M
Sowa Financial Group, Inc.	1.34%	Reduce -1.3%	16,775	$2.0M
Dopkins Wealth Management, LLC	1.04%	Add +6.2%	16,696	$2.0M
Tranquility Partners, LLC	0.79%	Add +3.5%	16,677	$2.0M
Sand Hill Global Advisors, LLC	0.08%	No change	16,672	$2.0M
Cherry Tree Wealth Management, LLC	0.49%	Reduce -1.1%	16,666	$2.0M
Cardiff Park Advisors, LLC	0.20%	Add +0.3%	16,650	$2.0M
Grey Ledge Advisors, LLC	0.53%	Add +2.2%	16,646	$2.0M
Wealth Group Ltd	0.59%	Add +0.3%	16,505	$2.0M
NewEdge Wealth, LLC	0.04%	Add +4.0%	16,415	$2.0M
Glenmede Trust Co. NA	0.01%	Add +3265.8%	16,324	$2.0M
Consolidated Portfolio Review Corp	0.31%	Add +14.9%	16,084	$2.0M
Signaturefd, LLC	0.04%	Reduce -2.1%	16,003	$2.0M
ZWJ Investment Counsel Inc.	0.08%	Reduce -13.6%	15,975	$1.9M
McGlone Suttner Wealth Management, Inc.	0.31%	No change	15,670	$1.9M
Blue Fin Capital, Inc.	0.37%	Add +10.7%	15,617	$1.9M
Carrera Capital Advisors	0.42%	Add +163.8%	15,571	$1.9M
BIP Wealth, LLC	0.12%	Add +0.0%	15,531	$1.9M
Jackson Thornton Wealth Management, LLC	0.25%	Add +12.6%	16,487	$1.9M
AE Wealth Management LLC	0.02%	Reduce -3.2%	15,500	$1.9M
Guidance Point Advisors, LLC	0.56%	Add +0.0%	15,495	$1.9M
Kelly Financial Services LLC	0.65%	Reduce -25.7%	15,438	$1.9M
Bordeaux Wealth Advisors LLC	0.35%	Reduce -25.2%	15,434	$1.9M
Flagship Harbor Advisors, LLC	0.10%	Add +19.8%	15,428	$1.9M
Stephens Inc.	0.03%	No change	15,353	$1.9M
Objective Capital Management, LLC	2.39%	Add +0.1%	15,346	$1.9M
Qube Research & Technologies Ltd	0.00%	Add +26.8%	15,247	$1.9M
Compound Planning, Inc.	0.08%	Reduce -4.0%	15,240	$1.9M
Summit X, LLC	0.39%	Add +7.1%	15,189	$1.9M
Schechter Investment Advisors, LLC	0.15%	Add +63.6%	15,184	$1.9M
Wealth Effects LLC	0.77%	Reduce -0.5%	15,036	$1.8M
Whitcomb & Hess, Inc.	0.55%	Reduce -0.1%	14,986	$1.8M
Centerpoint Advisors, LLC	0.67%	Add +1.9%	14,963	$1.8M
World Investment Advisors	0.05%	Add +10.9%	14,865	$1.8M
Destiny Wealth Partners, LLC	0.29%	Reduce -10.3%	14,732	$1.8M
Talisman Wealth Advisors LLC	1.84%	Reduce -14.3%	14,714	$1.8M
Valeo Financial Advisors, LLC	0.05%	Add +0.5%	14,681	$1.8M
Baker Tilly Wealth Management, LLC	0.69%	Reduce -5.0%	14,519	$1.8M
Perigon Wealth Management, LLC	0.05%	Add +65.3%	14,444	$1.8M
Financial Advocates Investment Management	0.12%	Reduce -5.8%	14,343	$1.8M
Drucker Wealth 3.0, LLC	0.38%	Add +12.5%	14,310	$1.7M
Walkner Condon Financial Advisors LLC	0.35%	Reduce -7.0%	14,089	$1.7M
Rosenberg Matthew Hamilton	0.43%	Reduce -3.3%	14,059	$1.7M
Patten Group, Inc.	0.39%	Reduce -3.9%	13,956	$1.7M
Michael A. Dubis Financial Planning, LLC	1.65%	Add +0.0%	13,942	$1.7M
Parkside Investments, LLC	0.25%	Reduce -5.9%	13,894	$1.7M
Icon Wealth Advisors, LLC	0.14%	No change	13,880	$1.7M
Compass Ion Advisors, LLC	0.20%	Add +5.9%	13,865	$1.7M
Caliber Wealth Management, LLC / KS	0.23%	—	13,855	$1.7M
Assetmark, Inc.	0.00%	Reduce -21.0%	13,734	$1.7M
KOM Wealth Management Group, LLC	1.46%	Reduce -1.7%	13,722	$1.7M
BlueStem Wealth Partners, LLC	0.23%	Add +1.9%	13,568	$1.7M
SFG Wealth Management, LLC.	0.81%	Reduce -2.4%	13,523	$1.6M
Klingman & Associates, LLC	0.10%	Reduce -3.2%	13,405	$1.6M
Oppenheimer & Co. Inc.	0.02%	Add +7.3%	13,217	$1.6M
Stephenson & Company, Inc.	1.05%	No change	13,202	$1.6M
Pinnacle Family Advisors, LLC	0.87%	Reduce -5.6%	13,077	$1.6M
Prosperity Planning, Inc.	0.72%	Reduce -25.0%	13,067	$1.6M
Harel Insurance Investments & Financial Services Ltd.	0.02%	New	13,045	$1.6M
Hobbs Group Advisors, LLC	0.60%	Add +0.0%	12,975	$1.6M
Westside Investment Management, Inc.	0.33%	Reduce -5.3%	12,845	$1.6M
CW Advisors, LLC	0.02%	Reduce -62.6%	12,785	$1.6M
WJ Wealth Management, LLC	0.55%	Reduce -5.6%	12,767	$1.6M
Cyndeo Wealth Partners, LLC	0.10%	Add +13.0%	12,699	$1.5M
Bogart Wealth, LLC	0.07%	Reduce -0.4%	12,583	$1.5M
Robinson Smith Wealth Advisors LLC	1.27%	Add +7.8%	12,446	$1.5M
Bank Hapoalim BM	0.23%	New	12,444	$1.5M
SageView Advisory Group, LLC	0.06%	Reduce -11.2%	12,410	$1.5M
Optivise Advisory Services LLC	0.85%	Reduce -0.7%	12,386	$1.5M
SouthState Bank Corp	0.07%	Add +1547.8%	12,375	$1.5M
My Personal CFO, LLC	0.76%	Add +2.7%	12,287	$1.5M
Aft, Forsyth & Sober, LLC	0.52%	Reduce -82.3%	12,275	$1.5M
Convergence Financial, LLC	0.29%	Add +587.6%	12,267	$1.5M
Gryphon Financial Partners LLC	0.22%	Add +0.0%	12,234	$1.5M
Grange Capital, LLC	1.73%	Reduce -2.7%	12,155	$1.5M
Northwest Capital Management Inc	0.61%	Reduce -15.3%	12,129	$1.5M
Axxcess Wealth Management, LLC	0.04%	Reduce -18.4%	12,119	$1.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.23%	Reduce -2.5%	12,171	$1.5M
Insigneo Advisory Services, LLC	0.15%	Reduce -12.3%	12,078	$1.5M
Global View Capital Management LLC	0.53%	Reduce -4.2%	11,946	$1.5M
Whitaker-Myers Wealth Managers, LTD.	0.41%	Reduce -15.0%	11,927	$1.5M
LaSalle St. Investment Advisors, LLC	0.34%	Add +38.0%	11,873	$1.4M
Pioneer Trust Bank N A	0.38%	Reduce -0.7%	11,750	$1.4M
Bawa N Mallick Trust	0.67%	No change	11,658	$1.4M
Weaver Consulting Group	0.43%	No change	11,657	$1.4M
Beacon Financial Advisory LLC	0.43%	Add +3.5%	11,628	$1.4M
D.A. Davidson & Co.	0.01%	Reduce -12.1%	11,595	$1.4M
Meridian Wealth Partners, LLC	0.22%	Add +0.9%	11,480	$1.4M
Hemington Wealth Management	0.21%	Reduce -0.4%	11,359	$1.4M
Finley Financial, LLC	0.77%	No change	11,375	$1.4M
MN Wealth Advisors, LLC	0.81%	Add +37.6%	11,266	$1.4M
Wescott Financial Advisory Group, LLC	0.14%	Add +4.2%	11,262	$1.4M
TD Waterhouse Canada Inc.	0.01%	Reduce -0.7%	11,201	$1.4M
Level Four Advisory Services, LLC	0.06%	Reduce -1.4%	11,212	$1.4M
Professional Financial Advisors, LLC	0.34%	Reduce -1.6%	11,124	$1.4M
EPG Wealth Management LLC	0.38%	Reduce -13.2%	11,099	$1.4M
IFC Advisors LLC	0.28%	Reduce -0.3%	11,078	$1.4M
Harbour Investments, Inc.	0.04%	Add +0.3%	11,077	$1.4M
Ibex Wealth Advisors	0.18%	Reduce -9.0%	11,031	$1.3M
Dynamic Advisor Solutions LLC	0.04%	Add +14.5%	10,951	$1.3M
Clarity Asset Management, Inc.	0.86%	Add +0.3%	10,934	$1.3M
Cantor Fitzgerald Investment Advisors L.P.	0.10%	No change	10,874	$1.3M
Legacy Advisors, LLC	0.14%	No change	10,867	$1.3M
Brooklyn Investment Group	0.29%	Add +73.6%	10,831	$1.3M
Dunhill Financial, LLC	0.60%	Add +382.7%	10,808	$1.3M
Coordinated Financial Services, Inc.	1.02%	—	10,725	$1.3M
Pasadena Private Wealth, LLC	0.25%	Add +5.2%	10,716	$1.3M
Integrated Advisors Network LLC	0.07%	Reduce -1.5%	10,687	$1.3M
Regency Capital Management Inc.\DE	0.78%	Add +4.4%	10,685	$1.3M
Westmount Partners, LLC	0.40%	Add +0.2%	10,655	$1.3M
Visionary Wealth Advisors	0.08%	Add +7.8%	10,624	$1.3M
Security Financial Services, INC.	0.26%	Add +212.9%	10,610	$1.3M
Fidelis Capital Partners, LLC	0.14%	Reduce -15.7%	10,774	$1.3M
Kovack Advisors, Inc.	0.13%	Reduce -6.2%	10,361	$1.3M
Tanglewood Legacy Advisors, LLC	0.55%	Add +2.1%	10,312	$1.3M
Marino, Stram & Associates LLC	0.28%	No change	10,272	$1.3M
Sovereign Financial Group, Inc.	0.29%	Reduce -0.1%	10,203	$1.2M
Index Fund Advisors, Inc.	0.08%	No change	10,020	$1.2M
Tennessee Valley Asset Management Partners	0.20%	Add +43.3%	9,939	$1.2M
Cahill Financial Advisors Inc.	0.16%	Reduce -4.8%	9,855	$1.2M
Wolff Wiese Magana LLC	0.82%	No change	9,836	$1.2M
FourThought Financial Partners, LLC	0.13%	Reduce -26.1%	9,796	$1.2M
Sugar Maple Asset Management, LLC	0.94%	Add +0.0%	9,779	$1.2M
Fifth Third Bancorp	0.00%	Reduce -31.6%	9,725	$1.2M
Fielder Capital Group LLC	0.34%	No change	9,685	$1.2M
Cahaba Wealth Management, Inc.	0.10%	Reduce -0.9%	9,649	$1.2M
Detalus Advisors, LLC	0.37%	Add +63.9%	9,561	$1.2M
Signature Wealth Management Partners, LLC	0.76%	Add +0.7%	9,556	$1.2M
Institute for Wealth Management, LLC.	0.15%	Add +0.3%	9,521	$1.2M
Chicago Capital, LLC	0.03%	No change	9,418	$1.1M
Sylvest Advisors, LLC	0.72%	Reduce -9.8%	9,403	$1.1M
Somerset Trust Co	0.41%	No change	9,385	$1.1M
Baring Financial LLC	0.96%	Reduce -10.8%	9,356	$1.1M
Curated Wealth Partners LLC	0.15%	No change	9,301	$1.1M
Nemes Rush Group LLC	0.14%	Add +18.8%	9,281	$1.1M
Money Concepts Capital Corp.	0.08%	Add +10.2%	9,244	$1.1M
Financial Counselors Inc.	0.02%	Add +2.7%	9,236	$1.1M
Accelerate Investment Advisors LLC	0.94%	Reduce -0.8%	9,230	$1.1M
Curat Global, LLC	1.37%	—	9,230	$1.1M
VeraBank, N.A.	0.31%	No change	9,216	$1.1M
Pathway Financial Advisors LLC	0.20%	No change	9,200	$1.1M
Journey Strategic Wealth LLC	0.04%	Reduce -5.8%	9,190	$1.1M
Galvin, Gaustad & Stein, LLC	0.10%	Add +10.2%	9,120	$1.1M
Silver Oak Securities, Incorporated	0.10%	Reduce -3.0%	9,127	$1.1M
Oakworth Capital, Inc.	0.08%	No change	9,066	$1.1M
Almanack Investment Partners, LLC.	0.22%	Reduce -39.6%	9,060	$1.1M
Helium Advisors LLC	0.80%	Reduce -0.0%	8,985	$1.1M
Cable Hill Partners, LLC	0.11%	Reduce -35.2%	9,034	$1.1M
Advisors Capital Management, LLC	0.02%	Add +4.1%	8,953	$1.1M
Mosaic Family Wealth Partners, LLC	0.16%	Reduce -0.4%	8,952	$1.1M
Earned Wealth Advisors, LLC	0.24%	Add +11.3%	8,949	$1.1M
Adams Wealth Management	0.21%	Reduce -0.2%	8,860	$1.1M
CacheTech Inc.	0.21%	Reduce -0.2%	8,860	$1.1M
Base Wealth Management LLC	0.82%	—	8,788	$1.1M
IFG Advisory, LLC	0.06%	Add +39.7%	8,759	$1.1M
Cypress Wealth Services, LLC	0.22%	Add +34.0%	8,751	$1.1M
Synovus Financial Corp.	0.01%	Add +39.2%	8,734	$1.1M
Mayport, LLC	0.29%	No change	8,710	$1.1M
Mather Group, Llc.	0.01%	Add +199.9%	8,710	$1.1M
Avidian Wealth Enterprises, LLC	0.05%	Add +0.5%	8,710	$1.1M
Sprinkle Financial Consultants LLC	0.67%	Reduce -1.9%	8,647	$1.1M
Graypoint LLC	0.07%	Add +3.8%	8,627	$1.1M
Transcend Capital Advisors, LLC	0.08%	Add +18.4%	8,587	$1.0M
Capital Investment Advisors, LLC	0.02%	Add +16.0%	8,542	$1.0M
Human Investing LLC	0.18%	Add +21.1%	8,532	$1.0M
Southeast Asset Advisors, LLC	0.13%	Reduce -0.9%	8,446	$1.0M
LexAurum Advisors, LLC	0.20%	Add +0.6%	8,434	$1.0M
Apexium Financial, LP	0.06%	Add +0.0%	8,400	$1.0M
Wedbush Securities Inc.	0.04%	Reduce -18.6%	8,390	$1.0M
Milestone Asset Management, LLC	0.22%	Reduce -2.6%	8,286	$1.0M
Daymark Wealth Partners, LLC	0.04%	Reduce -9.8%	8,268	$1.0M
Eagle Bluffs Wealth Management LLC	0.52%	Reduce -20.2%	8,123	$991K
MBL Wealth, LLC	0.10%	Add +13.8%	8,107	$989K
Meridian Management Co.	0.31%	No change	8,100	$988K
Madison Wealth Partners, Inc	0.24%	Add +2.4%	8,096	$988K
Private Advisory Group LLC	0.11%	New	8,088	$987K
Corrado Advisors, LLC	0.66%	Reduce -1.8%	8,088	$987K
Neuberger Berman Group LLC	0.00%	Reduce -0.4%	7,993	$975K
Bouvel Investment Partners, LLC	0.36%	Add +8.1%	7,710	$969K
Ascent Group, LLC	0.04%	New	7,938	$969K
WealthCollab, LLC	0.60%	No change	7,925	$967K
Cooper Financial Group	0.13%	Reduce -8.5%	7,903	$964K
San Luis Wealth Advisors LLC	0.22%	Reduce -29.1%	7,903	$964K
Texas Capital Bank Wealth Management Services Inc	0.10%	No change	7,892	$963K
W Advisors, LLC	0.60%	Add +34.4%	7,883	$962K
Riverbend Wealth Management, LLC	0.86%	Add +1.1%	7,862	$959K
Clifford Swan Investment Counsel LLC	0.04%	No change	7,856	$959K
Willow Creek Wealth Management Inc.	0.09%	No change	7,807	$953K
Avid Wealth Partners LLC	0.64%	Add +220.9%	7,775	$949K
L.K. Benson & Company, P.C.	0.64%	Add +2.3%	7,539	$920K
Sowell Financial Services LLC	0.04%	New	7,526	$918K
Windsor Capital Management, LLC	0.28%	Reduce -0.1%	7,439	$908K
Premier Path Wealth Partners, LLC	0.14%	Add +0.9%	7,402	$903K
Rolek Wealth Management LLC	0.93%	New	7,717	$903K
PBMares Wealth Management LLC	0.18%	Reduce -3.1%	7,389	$902K
CIBC Private Wealth Group LLC	0.00%	Add +2.5%	8,315	$899K
Pacific Capital Wealth Advisors, Inc.	0.16%	No change	7,354	$897K
Sfmg, LLC	0.07%	Add +0.8%	7,333	$895K
Plante Moran Financial Advisors, LLC	0.08%	Add +4.0%	7,328	$894K
Keystone Wealth Services, LLC	0.24%	Reduce -2.5%	7,324	$894K
Capital City Trust Co.	0.24%	Reduce -8.9%	7,169	$875K
Carolinas Wealth Consulting LLC	0.19%	Reduce -1.0%	7,149	$872K
Capstone Wealth Management, LLC	0.87%	Add +0.0%	7,138	$871K
Fiduciary Advisors, Inc.	0.86%	Add +20.5%	7,113	$868K
Atwood & Palmer Inc.	0.06%	No change	7,081	$864K
Orgel Wealth Management, LLC	0.02%	No change	7,065	$862K
Watershed Private Wealth LLC	0.34%	Reduce -0.0%	7,004	$855K
Vertex Planning Partners, LLC	0.19%	Reduce -3.2%	6,962	$849K
GHP Investment Advisors, Inc.	0.04%	Add +0.8%	6,909	$843K
Johnson Financial Group, Inc.	0.04%	Reduce -2.5%	6,893	$841K
Albion Financial Group	0.06%	Add +149.9%	6,885	$840K
Howe & Rusling Inc.	0.07%	Add +4.6%	6,884	$840K
Sound Stewardship, LLC	0.47%	Reduce -0.3%	6,826	$833K
BCS Wealth Management	0.21%	Reduce -2.3%	6,820	$832K
Kwmg, LLC	0.08%	No change	6,813	$831K
Gibson Capital, LLC	0.17%	Add +18.5%	6,786	$828K
Rodgers & Associates, LTD	0.10%	Add +12.4%	6,770	$826K
GC Wealth Management RIA, LLC	0.15%	No change	6,767	$826K
Bartlett & Co. Wealth Management LLC	0.01%	Reduce -5.9%	6,749	$823K
HCR Wealth Advisors	0.11%	No change	6,747	$823K
IFG Advisors, LLC	0.16%	Reduce -17.1%	6,737	$822K
Focus Financial Network, Inc.	0.03%	Reduce -33.0%	6,730	$821K
Tarbox Family Office, Inc.	0.14%	Reduce -11.3%	6,706	$818K
KPP Advisory Services LLC	0.16%	New	6,704	$818K
Mill Creek Capital Advisors, LLC	0.02%	Reduce -0.3%	6,597	$805K
Bond & Devick Financial Network, Inc.	0.29%	Add +0.2%	6,581	$803K
Aspiring Ventures, LLC	0.47%	No change	6,548	$802K
Forte Capital LLC	0.09%	Add +95.4%	6,538	$798K
Mgo One Seven LLC	0.03%	Reduce -4.5%	6,505	$794K
One Capital Management, LLC	0.03%	Reduce -0.1%	6,501	$793K
Dana Investment Advisors, Inc.	0.03%	Reduce -2.3%	6,491	$792K
Chesley Taft & Associates LLC	0.04%	Add +9.7%	6,467	$789K
Parkworth Wealth Management, Inc.	0.63%	Add +57.3%	6,451	$787K
Charter Oak Capital Management, LLC	0.07%	Add +3.1%	6,405	$781K
Schwarz Dygos Wheeler Investment Advisors LLC	0.19%	Add +2.0%	6,403	$781K
Voisard Asset Management Group, Inc.	0.23%	No change	6,393	$780K
Salomon & Ludwin, LLC	0.08%	Add +23.1%	6,393	$780K
Kaydan Wealth Management, Inc.	0.25%	Add +9.8%	6,390	$780K
Outlook Wealth Advisors, LLC	0.22%	Add +6.0%	6,386	$779K
Capital Planning Advisors, LLC	0.12%	No change	6,327	$772K
Stratos Wealth Advisors, LLC	0.04%	Reduce -0.2%	6,298	$768K
Annis Gardner Whiting Capital Advisors, LLC	0.32%	No change	6,293	$768K
Balentine LLC	0.03%	No change	6,243	$762K
Centricity Wealth Management, LLC	0.69%	No change	6,202	$757K
Truefg, LLC	0.25%	Add +0.0%	6,151	$750K
Whittier Trust Co. of Nevada Inc.	0.02%	No change	6,149	$750K
RHS Financial, LLC	0.42%	Reduce -20.2%	6,132	$748K
Cibc World Market Inc.	0.00%	Reduce -10.4%	6,118	$746K
U.S. Capital Wealth Advisors, LLC	0.02%	Reduce -12.4%	6,117	$746K
Nabity-Jensen Investment Management Inc	0.59%	Reduce -0.7%	6,092	$743K
Brandywine Oak Private Wealth LLC	0.07%	Add +8.4%	6,035	$736K
North Star Asset Management Inc.	0.03%	No change	6,033	$736K
WealthShield Partners, LLC	0.09%	Reduce -13.8%	5,984	$730K
Harbor Investment Advisory, LLC	0.07%	Add +1.0%	5,952	$726K
Parr McKnight Wealth Management Group, LLC	0.10%	Add +3.4%	5,943	$725K
Belpointe Asset Management LLC	0.04%	Reduce -2.3%	5,927	$723K
XML Financial, LLC	0.07%	Add +16.1%	5,927	$723K
Transform Wealth, LLC	0.04%	Reduce -5.9%	5,908	$721K
Davis R M Inc.	0.01%	Reduce -4.8%	5,902	$720K
True North Advisors, LLC	0.13%	Add +1.3%	5,845	$713K
Strategic Financial Concepts, LLC	0.13%	Reduce -3.3%	5,800	$708K
Beckerman Institutional, LLC	0.51%	No change	5,798	$707K
Gemmer Asset Management LLC	0.07%	Add +11.8%	5,788	$706K
Accurate Wealth Management, LLC	0.13%	Reduce -44.6%	6,087	$706K
German American Bancorp, Inc.	0.08%	No change	5,780	$705K
McClarren Financial Advisors, Inc.	0.47%	New	5,777	$704K
Klingenstein Fields & Co. LP	0.03%	Reduce -0.5%	5,757	$702K
Procyon Advisors, LLC	0.04%	Reduce -7.0%	5,756	$702K
Cypress Capital Group	0.09%	No change	5,729	$699K
Inman Jager Wealth Management, LLC	0.52%	Reduce -1.4%	5,727	$699K
ZEGA Investments, LLC	0.20%	Add +16.6%	5,710	$697K
First Manhattan Co. Llc.	0.00%	Add +32.4%	5,692	$695K
Pinnacle Wealth Management Group, Inc.	0.48%	Add +25.0%	5,688	$694K
Client 1ST Advisory Group, LLC	0.27%	No change	5,680	$693K
Legacy Solutions, LLC	0.76%	Add +17.6%	5,641	$688K
Running Point Capital Advisors, LLC	0.22%	Add +295.7%	5,635	$688K
5T Wealth, LLC	0.39%	Add +10.4%	5,629	$687K
CGN Advisors LLC	0.07%	Reduce -8.0%	5,569	$679K
Tudor Investment Corporation	0.01%	Reduce -69.5%	5,551	$677K
Brookwood Investment Group LLC	0.12%	—	5,537	$676K
Financial Freedom, LLC	0.39%	Add +0.1%	5,530	$675K
NorthRock Partners, LLC	0.02%	Add +25.2%	5,528	$675K
JFS Wealth Advisors, LLC	0.05%	Add +3.6%	5,513	$673K
Diversify Advisory Services, LLC	0.04%	Add +7.8%	5,557	$672K
Financial Architects, LLC	0.43%	No change	5,500	$671K
Deutsche Bank AG	0.00%	Reduce -8.7%	5,500	$671K
First Trust Advisors LP	0.00%	Reduce -24.4%	5,382	$657K
Independent Advisor Alliance	0.02%	Reduce -83.6%	5,370	$655K
Good Life Advisors, LLC	0.05%	Reduce -8.6%	5,323	$649K
Arete Wealth Advisors, LLC	0.05%	Add +3.8%	5,317	$649K
Capital Advisors Inc.	0.01%	Add +0.1%	5,307	$647K
SOL Capital Management CO	0.07%	No change	5,279	$644K
Madden Advisory Services, Inc.	0.30%	Reduce -0.4%	5,260	$642K
Northeast Investment Management	0.03%	No change	5,217	$637K
1834 Investment Advisors Co.	0.08%	Add +0.1%	5,191	$633K
Tompkins Financial Corp.	0.06%	No change	5,180	$632K
Level Wealth Management LLC	0.41%	Reduce -2.6%	5,127	$626K
Wetzel Investment Advisors, Inc.	0.32%	Reduce -5.6%	5,126	$625K
Bison Wealth, LLC	0.06%	Add +0.2%	5,112	$624K
Larson Financial Group LLC	0.03%	Add +29.3%	5,112	$624K
Genesis Wealth Advisors, LLC	0.50%	Reduce -22.6%	5,104	$623K
Raffa Wealth Management, LLC	0.14%	Add +7.2%	5,092	$621K
Arlington Financial Advisors, LLC	0.11%	New	5,085	$620K
Cullen Investment Group, LTD.	0.09%	Add +1.2%	5,069	$618K
Golden State Wealth Management, LLC	0.09%	Reduce -1.9%	5,062	$618K
Regal Investment Advisors LLC	0.05%	Reduce -2.9%	5,033	$614K
Clear Point Advisors Inc.	0.55%	Reduce -2.8%	5,031	$614K
Soundwatch Capital LLC	0.28%	Reduce -24.3%	5,000	$610K
Arlington Trust Co LLC	0.13%	Add +46.5%	4,975	$607K
Chapin Davis, Inc.	0.21%	Add +7.7%	4,973	$607K
Vicus Capital	0.06%	Reduce -25.4%	4,966	$606K
Florida Trust Wealth Management Co	0.02%	Add +9.4%	4,932	$602K
Moment Partners, LLC	0.12%	New	4,894	$597K
Falcon Wealth Planning	0.07%	Reduce -19.5%	4,892	$597K
CFO4Life Group, LLC	0.10%	Add +5.5%	4,854	$592K
Cadent Capital Advisors, LLC	0.22%	Add +0.1%	4,839	$590K
Blue Bell Private Wealth Management, LLC	0.11%	Add +8.3%	4,838	$590K
Signature Resources Capital Management, LLC	0.51%	No change	4,832	$590K
MSH Capital Advisors LLC	0.18%	Add +0.0%	4,815	$587K
Wilkins Miller Wealth Management, LLC	0.44%	Add +7.2%	4,782	$584K
FSM Wealth Advisors, LLC	0.13%	Add +3.6%	4,761	$581K
ForthRight Wealth Management, LLC	0.19%	Reduce -8.8%	4,741	$578K
Hilltop Partners LLC	0.20%	Reduce -0.7%	4,735	$578K
CPC Advisors, LLC	0.08%	Reduce -81.2%	4,723	$576K
Verdence Capital Advisors LLC	0.04%	Reduce -0.8%	4,710	$575K
Next Level Private LLC	0.21%	Add +2.6%	4,710	$575K
North Ridge Wealth Advisors, Inc.	0.38%	No change	4,698	$573K
Traphagen Investment Advisors LLC	0.06%	Add +1.9%	4,693	$573K
Burney Co./	0.02%	New	4,680	$571K
Thrive Wealth Management, LLC	0.11%	Add +0.8%	4,671	$570K
Panoramic Investment Advisors, LLC	0.38%	Reduce -4.2%	4,649	$567K
Trademark Financial Management, LLC	0.43%	Reduce -5.0%	4,629	$565K
First American Trust, FSB	0.05%	Reduce -15.9%	4,625	$564K
Opes Wealth Management LLC	0.11%	Add +58.1%	4,624	$564K
Vestmark Advisory Solutions, Inc.	0.01%	Add +6.9%	4,618	$563K
Awm Capital, LLC	0.07%	No change	4,611	$563K
American National Bank & Trust	0.06%	Add +68.2%	4,611	$563K
Financial Alternatives, Inc	0.40%	No change	4,610	$562K
Stonekeep Investments, LLC	0.41%	Add +109.3%	4,588	$560K
Salem Investment Counselors Inc.	0.02%	No change	4,580	$559K
Ofc Financial Planning, LLC	0.63%	Reduce -3.6%	4,574	$558K
Bristlecone Advisors, LLC	0.04%	No change	4,515	$551K
Resurgent Financial Advisors LLC	0.33%	No change	4,490	$548K
Waldron Private Wealth LLC	0.03%	Reduce -2.7%	4,489	$548K
WealthPlan Investment Management, LLC	0.05%	No change	4,482	$547K
ARS Wealth Advisors Group, LLC	0.08%	Reduce -8.5%	4,464	$545K
Elevation Wealth Partners, LLC	0.23%	Add +0.2%	4,438	$541K
Schiavi & Co LLC	0.20%	No change	4,430	$541K
HUB Investment Partners, LLC	0.02%	Reduce -13.6%	4,420	$539K
Ruggaard & Associates LLC	0.24%	Reduce -30.7%	4,418	$539K
UNIVEST FINANCIAL Corp	0.04%	Reduce -3.7%	4,411	$538K
Zullo Investment Group, Inc.	0.23%	Reduce -0.5%	4,404	$537K
West Bancorporation Inc.	0.36%	Reduce -6.2%	4,403	$537K
Financial Strategies Group, Inc.	0.13%	Add +52.8%	4,564	$534K
Adero Partners, LLC	0.03%	No change	4,360	$532K
Stone Summit Wealth LLC	0.18%	Add +8.6%	4,349	$531K
NDVR, Inc.	0.54%	Reduce -53.6%	4,344	$530K
Stonebridge Financial Group, LLC	0.06%	Reduce -19.0%	4,334	$529K
Strategies Wealth Advisors, LLC	0.06%	Reduce -2.0%	4,322	$527K
C M Bidwell & Associates Ltd.	0.32%	No change	4,318	$527K
IMA Advisory Services, Inc.	0.06%	No change	4,317	$527K
Flywheel Private Wealth LLC	0.48%	Reduce -4.1%	4,308	$526K
Wealth Alliance Advisory Group, LLC	0.11%	Add +72.1%	4,293	$524K
VERITY Wealth Advisors	0.39%	Reduce -3.0%	4,282	$522K
Sandy Spring Bank	0.02%	Add +2.1%	4,276	$522K
Commerce Bank	0.00%	Reduce -1.7%	4,246	$518K
Safeguard Financial, LLC	0.11%	Add +0.0%	4,244	$518K
Carl P. Sherr & Co., LLC	0.28%	No change	4,236	$517K
Sapient Capital LLC	0.01%	Add +20.1%	4,235	$517K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.01%	Add +1.9%	4,220	$515K
Calamos Wealth Management LLC	0.03%	New	4,212	$514K
Brass Tax Wealth Management, Inc.	0.11%	No change	4,200	$512K
Eaton-Cambridge Inc.	0.22%	No change	4,168	$509K
Kingswood Wealth Advisors, LLC	0.05%	Reduce -21.0%	4,150	$506K
Rossmore Private Capital	0.06%	No change	4,150	$506K
Elwood & Goetz Wealth Advisory Group, LLC	0.12%	Add +1.9%	4,146	$506K
Asset Allocation & Management Company, LLC	0.26%	No change	4,143	$505K
GEN Financial Management, INC.	0.34%	No change	4,137	$505K
Peapack Gladstone Financial Corp.	0.01%	Add +6.8%	4,103	$501K
Geometric Wealth Advisors	0.09%	No change	4,080	$498K
First Horizon Advisors, Inc.	0.01%	Reduce -10.2%	4,079	$498K
Disciplined Investments, LLC	0.23%	Reduce -1.6%	4,072	$497K
Citizens Financial Group Inc.	0.01%	Add +0.8%	4,048	$494K
Eq LLC	0.23%	Reduce -1.1%	4,029	$492K
CX Institutional	0.02%	New	4,019	$490K
Main Street Financial Solutions, LLC	0.04%	Reduce -21.9%	4,011	$489K
Five Oceans Advisors	0.23%	Reduce -9.4%	3,972	$485K
Lodestar Private Asset Management LLC	0.06%	Add +0.0%	3,964	$484K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	0.50%	No change	3,957	$483K
GAMMA Investing LLC	0.04%	Add +0.0%	3,955	$483K
First Citizens Bank & Trust Co.	0.01%	New	3,943	$481K
Harbor Group, Inc.	0.10%	Add +0.1%	3,942	$481K
Garrett Wealth Advisory Group, LLC	0.11%	Add +0.0%	3,924	$479K
Fort Point Capital Partners LLC	0.05%	No change	3,917	$478K
TSA Wealth Managment LLC	0.19%	New	3,904	$476K
Bryn Mawr Trust Advisors, LLC	0.03%	No change	3,900	$476K
Two Sigma Investments, LP	0.00%	Reduce -97.0%	3,900	$476K
NTV Asset Management LLC	0.06%	Add +0.7%	3,898	$476K
Mission Creek Capital Partners, Inc.	0.11%	New	3,881	$474K
Cadence Wealth Management LLC	0.35%	Add +8.3%	3,879	$473K
ABLE Financial Group, LLC	0.13%	Reduce -3.2%	3,875	$473K
Tradewinds Capital Management, LLC	0.13%	Reduce -5.6%	3,847	$469K
Capital Investment Advisory Services, LLC	0.04%	Add +4.5%	3,845	$469K
McNaughton Wealth Management, LLC	0.23%	Add +3.1%	3,833	$468K
Integras Partners LLC	0.45%	Add +2.8%	3,827	$467K
Kickstand Ventures, Llc.	0.12%	New	3,818	$466K
Silvercrest Asset Management Group LLC	0.00%	Add +129.0%	3,817	$466K
Coldstream Capital Management Inc.	0.01%	Reduce -25.1%	3,815	$465K
Reston Wealth Management LLC	0.19%	Add +0.3%	3,813	$465K
Cordant, Inc.	0.24%	Reduce -13.5%	3,812	$465K
Gallagher Fiduciary Advisors, LLC	0.02%	Add +0.5%	3,777	$461K
Evanson Asset Management, LLC	0.03%	Add +6.0%	3,771	$460K
W.H. Cornerstone Investments Inc.	0.31%	Add +0.3%	3,725	$454K
Roundview Capital LLC	0.03%	No change	3,722	$454K
WealthBridge Capital Management, LLC	0.13%	Add +0.1%	3,710	$453K
Ballew Advisors, Inc	0.30%	No change	3,901	$452K
Comprehensive Financial Planning, Inc.	0.44%	Add +0.3%	3,702	$452K
Horst & Graben Wealth Management LLC	0.08%	Add +83.3%	3,697	$451K
Encompass Wealth Advisors, LLC	0.18%	Reduce -1.4%	3,696	$451K
Culbertson A N & Co. Inc.	0.07%	No change	3,695	$451K
Aspen Grove Capital, LLC	0.09%	No change	3,672	$448K
Pinnacle Associates Ltd.	0.01%	Add +6.0%	3,634	$443K
Alpha Cubed Investments, LLC	0.02%	Add +18.5%	3,608	$440K
Wealth Alliance, LLC	0.05%	New	3,596	$439K
Axis Wealth Partners, LLC	0.32%	Add +1.0%	3,595	$439K
Norden Group LLC	0.05%	Reduce -9.8%	3,594	$439K
Financial Gravity Asset Management, Inc.	0.10%	—	3,591	$438K
Gerber Kawasaki Wealth & Investment Management	0.02%	Add +6.2%	3,589	$438K
OLIO Financial Planning	0.15%	No change	3,588	$438K
Trinity Financial Advisors LLC	0.16%	Add +0.5%	3,737	$438K
Farnam Financial LLC	0.44%	Add +26.2%	3,568	$435K
J. W. Coons Advisors, LLC	0.11%	Add +0.1%	3,537	$432K
D'Orazio & Associates, Inc.	0.07%	Add +72.4%	3,536	$431K
Vista Capital Partners, Inc.	0.05%	No change	3,529	$431K
Regions Financial Corp.	0.00%	Reduce -17.9%	3,521	$430K
KKM Financial LLC	0.18%	No change	3,510	$428K
Private Capital Advisors, Inc.	0.05%	No change	3,505	$428K
Brown Brothers Harriman & Co.	0.00%	No change	3,504	$428K
YANKCOM Partnership	0.23%	No change	3,500	$427K
Tritonpoint Wealth, LLC	0.04%	Reduce -1.9%	3,500	$427K
River Street Advisors LLC	0.21%	Add +14.4%	3,484	$425K
Rik Saylor Financial, Inc.	0.37%	Add +0.2%	3,461	$422K
Wellspring Financial Advisors, LLC	0.05%	Reduce -2.9%	3,458	$422K
CoreCap Advisors, LLC	0.02%	Add +63.6%	3,445	$420K
Meridian Wealth Management, LLC	0.02%	Reduce -0.3%	3,443	$420K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.03%	Add +44.9%	3,430	$420K
Marcum Wealth, LLC	0.04%	Reduce -6.1%	3,437	$419K
Fortem Financial Group, LLC	0.16%	No change	3,428	$418K
Continuum Advisory, LLC	0.05%	Add +20.4%	3,410	$416K
Valtinson Bruner Financial Planning LLC	0.14%	Add +4.1%	3,403	$415K
MKD Wealth Coaches, LLC	0.47%	No change	3,400	$415K
Warren Street Wealth Advisors, LLC	0.16%	Add +17.7%	3,384	$413K
QRG Capital Management, Inc.	0.00%	Add +11.9%	3,384	$413K
AF Advisors, Inc.	0.08%	No change	3,379	$412K
Chesapeake Asset Management LLC	0.39%	Add +7.0%	3,341	$408K
HRT Financial LP	0.00%	Reduce -42.3%	3,332	$406K
Aureus Asset Management, LLC	0.03%	No change	3,323	$405K
Crewe Advisors LLC	0.06%	New	3,320	$405K
Level Financial Advisors	0.14%	Add +0.1%	3,310	$404K
Marietta Wealth Management, LLC	0.06%	Reduce -28.2%	3,303	$403K
Verus Capital Partners, LLC	0.04%	Add +2.8%	3,287	$401K
Cambridge Financial Group, LLC	0.17%	Add +0.1%	3,288	$400K
Rothschild Wealth LLC	0.11%	No change	3,279	$400K
Avion Wealth	0.10%	No change	3,107	$399K
Norris Perne & French LLP	0.03%	Reduce -21.7%	3,265	$398K
Commons Capital, LLC	0.36%	Add +0.2%	3,227	$394K
Hancock Whitney Corp.	0.01%	Reduce -3.9%	3,223	$393K
Mengis Capital Management, Inc.	0.08%	Reduce -2.4%	3,206	$391K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.01%	Add +0.3%	3,199	$390K
Power Wealth Management LLC	0.16%	Add +89.4%	3,185	$389K
West Branch Capital LLC	0.13%	Reduce -8.7%	3,172	$387K
Kayne Anderson Rudnick Investment Management LLC	0.00%	Add +19.3%	3,142	$383K
Leonard Rickey Investment Advisors P.L.L.C.	0.08%	Reduce -10.1%	3,261	$382K
BSW Wealth Partners	0.06%	Reduce -18.1%	3,118	$380K
Paragon Advisors, LLC	0.14%	Add +4.6%	3,100	$378K
Victory Financial Group, LLC	0.07%	Reduce -0.0%	3,099	$378K
SkyOak Wealth, LLC	0.08%	Add +0.3%	3,097	$378K
Radnor Capital Management, LLC	0.06%	New	3,082	$376K
Wealth Management Strategies, Inc.	0.25%	Add +0.3%	3,065	$374K
Advisor OS, LLC	0.04%	No change	3,060	$373K
Live Oak Private Wealth LLC	0.06%	No change	3,055	$373K
Forum Financial Management, LP	0.01%	Add +5.0%	3,045	$372K
Pursue Wealth Partners LLC	0.23%	No change	3,045	$372K
Sound View Wealth Advisors Group, LLC	0.03%	No change	3,016	$368K
Childress Capital Advisors, LLC	0.11%	No change	3,000	$366K
Kanawha Capital Management LLC	0.03%	No change	2,993	$365K
Everstar Asset Management, LLC	0.24%	Reduce -2.0%	2,992	$365K
ARS Investment Partners, LLC	0.03%	No change	2,837	$365K
AMG National Trust Bank	0.01%	No change	2,989	$365K
Gateway Wealth Partners, LLC	0.08%	Add +7.7%	2,988	$365K
Evergreen Capital Management LLC	0.01%	Reduce -3.9%	2,980	$364K
Poinciana Advisors Group, LLC	0.38%	Add +0.1%	2,979	$363K
Denver Wealth Management, Inc.	0.17%	Reduce -8.3%	2,973	$363K
Whittier Trust Co.	0.01%	Reduce -3.7%	2,947	$360K
William Howard & Co Financial Advisors Inc	0.34%	Reduce -3.7%	2,945	$359K
Smith Salley Wealth Management	0.02%	Add +55.0%	2,933	$358K
Planning Directions Inc.	0.15%	Reduce -5.2%	2,906	$355K
Great Waters Wealth Management	0.05%	No change	2,898	$354K
Capasso Planning Partners LLC	0.15%	Add +14.2%	2,896	$353K
Appleton Partners Inc.	0.03%	New	2,891	$353K
Centurion Wealth Management LLC	0.11%	No change	2,732	$351K
First Commonwealth Financial Corp	0.08%	No change	2,878	$351K
Seldon Capital LP	0.22%	No change	2,876	$351K
Sabal Trust CO	0.02%	No change	2,864	$349K
Ellsworth Advisors, LLC	0.09%	No change	2,859	$349K
Darden Wealth Group Inc	0.27%	Reduce -2.4%	2,859	$349K
Fisher Asset Management	0.00%	Add +30.5%	2,848	$348K
Kathleen S. Wright Associates Inc.	0.14%	No change	2,840	$347K
L. Roy Papp & Associates, LLP	0.04%	Reduce -0.2%	2,823	$344K
Zacks Investment Management	0.00%	Add +32.5%	2,819	$344K
Sunpointe, LLC	0.18%	Add +0.3%	2,818	$344K
Goelzer Investment Management, Inc.	0.02%	Reduce -5.5%	2,808	$343K
Alaethes Wealth, LLC	0.13%	No change	2,805	$342K
Planning Alternatives Ltd.	0.05%	New	2,798	$341K
Shira Ridge Wealth Management	0.17%	Reduce -0.1%	2,785	$340K
Diversified Trust Co.	0.01%	No change	2,771	$338K
Heartwood Wealth Advisors LLC	0.04%	Reduce -8.1%	2,761	$337K
Kintra Wealth, LLC	0.23%	No change	2,760	$337K
Indiana Trust & Investment Management Co	0.12%	No change	2,758	$337K
Tradewinds, LLC.	0.09%	Add +0.1%	2,741	$334K
Efficient Advisors, LLC	0.02%	Reduce -10.4%	2,741	$334K
Cadinha & Co. LLC	0.07%	No change	2,731	$333K
Trust Co. of Toledo NA	0.04%	No change	2,727	$333K
Greatmark Investment Partners, Inc.	0.05%	Add +0.3%	2,712	$331K
Patriot Financial Group Insurance Agency, LLC	0.04%	New	2,701	$330K
PFW Advisors LLC	0.10%	No change	2,699	$329K
DecisionMap Wealth Management, LLC	0.25%	Reduce -1.5%	2,697	$329K
Sincerus Advisory, LLC	0.35%	Add +0.0%	2,692	$329K
AlphaCore Capital LLC	0.03%	New	2,684	$327K
Smith Anglin Financial, LLC	0.03%	Add +0.9%	2,682	$327K
Proffitt & Goodson Inc.	0.05%	Add +0.2%	2,680	$327K
180 Wealth Advisors, LLC	0.05%	Reduce -5.4%	2,678	$327K
McGuire Investment Group, LLC	0.05%	Add +0.9%	2,666	$325K
Fragasso Financial Advisors Inc	0.02%	Reduce -5.5%	2,664	$325K
Long Run Wealth Advisors, LLC	0.07%	Reduce -4.0%	2,654	$324K
Compton Financial Group, LLC	0.09%	No change	2,645	$323K
Haverford Trust Co	0.00%	Reduce -0.7%	2,642	$322K
Barnes Pettey Financial Advisors, LLC	0.25%	No change	2,639	$322K
Hardin Capital Partners, LLC	0.20%	Reduce -7.2%	2,639	$322K
Wesbanco Bank Inc.	0.01%	Add +4.7%	2,629	$321K
Headland Capital, LLC	0.11%	Add +0.1%	2,623	$320K
Financial Management Network Inc.	0.07%	Add +1.4%	2,902	$319K
Douglass Winthrop Advisors, LLC	0.01%	No change	2,605	$318K
Breakwater Capital Group	0.06%	New	2,600	$317K
InTrack Investment Management Inc	0.29%	No change	2,600	$317K
HT Partners LLC	0.11%	Add +1.6%	2,586	$316K
Ritter Daniher Financial Advisory LLC / DE	0.09%	Add +2.4%	2,581	$315K
Team Hewins, LLC	0.12%	No change	2,580	$315K
Old Mission Investment Co LLC	0.09%	Reduce -14.3%	2,570	$314K
DAVENPORT & Co LLC	0.00%	Reduce -17.3%	2,569	$313K
GPS Wealth Strategies Group, LLC	0.04%	Add +303.6%	2,567	$313K
Signal Advisors Wealth, LLC	0.03%	Reduce -65.0%	2,540	$310K
Principia Wealth Advisory, LLC	0.30%	No change	2,610	$309K
CRA Financial Services, LLC	0.05%	Reduce -11.7%	2,529	$309K
RCS Financial Planning, LLC	0.16%	Add +23.7%	2,517	$307K
Shorepoint Capital Partners LLC	0.07%	Add +0.3%	2,513	$307K
Colonial Trust Co / SC	0.05%	Add +3.2%	2,510	$306K
Optimum Investment Advisors	0.14%	Reduce -32.3%	2,507	$306K
Barrett & Company, Inc.	0.13%	Add +0.1%	2,506	$306K
Wealthcare Capital Partners, LLC	0.16%	Add +3.1%	2,502	$305K
Penn Davis McFarland Inc.	0.04%	No change	2,500	$305K
Villere St Denis J & Co. LLC	0.03%	Reduce -44.6%	2,500	$305K
Ascent Wealth Partners, LLC	0.04%	No change	2,493	$304K
Old Second National Bank of Aurora	0.07%	Add +18.8%	2,492	$304K
Mason Investment Advisory Services, Inc.	0.02%	Add +11.4%	2,491	$304K
Atticus Wealth Management, LLC	0.10%	Add +0.2%	2,490	$304K
Frisch Financial Group, Inc.	0.09%	No change	2,480	$303K
Sharkey, Howes & Javer	0.04%	No change	2,483	$303K
Traveka Wealth, LLC	0.17%	Add +3.7%	2,474	$302K
My Legacy Advisors, LLC	0.12%	New	2,454	$299K
Shepherd Financial Partners LLC	0.04%	No change	2,450	$299K
Keebeck Wealth Management	0.04%	Add +26.8%	2,448	$299K
49 Wealth Management, LLC	0.04%	New	2,448	$299K
Sound Income Strategies, LLC	0.02%	Add +67.1%	2,430	$297K
Gutierrez Wealth Advisory, LLC	0.24%	Add +1.2%	2,412	$294K
JDH Wealth Management, LLC	0.25%	Reduce -7.2%	2,404	$293K
International Assets Investment Management, LLC	0.03%	Reduce -12.2%	2,403	$293K
Smithbridge Asset Management Inc.	0.05%	—	2,400	$293K
Bailard, Inc.	0.01%	No change	2,390	$292K
Confluence Wealth Services, Inc.	0.02%	Add +0.1%	2,489	$291K
Castle Rock Wealth Management, LLC	0.08%	Add +0.3%	2,374	$290K
JMG Financial Group, Ltd.	0.01%	No change	2,376	$290K
Garde Capital, Inc.	0.02%	No change	2,363	$288K
Onyx Bridge Wealth Group LLC	0.04%	Add +0.0%	2,352	$287K
Richards, Merrill & Peterson, Inc.	0.15%	No change	2,350	$287K
Mitchell Sinkler & Starr	0.08%	No change	2,345	$286K
Benjamin Edwards Inc.	0.00%	Add +27.4%	2,342	$286K
Sensible Money, LLC	0.12%	Add +27.4%	2,342	$286K
Latitude Advisors, LLC	0.17%	Add +0.1%	2,334	$285K
Principle Wealth Partners LLC	0.02%	Add +0.0%	2,330	$284K
NovaPoint Capital, LLC	0.09%	No change	2,327	$284K
Beacon Capital Management, LLC	0.04%	Add +0.3%	2,322	$283K
Old National Bancorp	0.01%	New	2,320	$283K
Vanguard Personalized Indexing Management, LLC	0.00%	Add +20.2%	2,319	$283K
Tidemark, LLC	0.10%	No change	2,300	$281K
Cranbrook Wealth Management, LLC	0.07%	Add +0.3%	2,298	$280K
Crew Capital Management, Ltd	0.23%	No change	2,278	$278K
Root Financial Partners, LLC	0.03%	Reduce -20.5%	2,253	$278K
Evernest Financial Advisors, LLC	0.10%	No change	2,267	$277K
Coastal Bridge Advisors, LLC	0.04%	Add +5.2%	2,266	$276K
Osborne Partners Capital Management, LLC	0.02%	No change	2,258	$275K
RKL Wealth Management LLC	0.03%	No change	2,252	$275K
1ST Source Bank	0.02%	No change	2,243	$274K
Glassman Wealth Services	0.05%	No change	2,228	$272K
Burke & Herbert Bank & Trust Co.	0.07%	No change	2,220	$271K
Semmax Financial Advisors Inc.	0.07%	No change	2,193	$270K
Hibernia Wealth Partners, LLC	0.19%	Reduce -1.3%	2,215	$270K
Grove Street Fiduciary, LLC	0.14%	New	2,206	$269K
Rothschild Investment LLC	0.02%	Reduce -13.8%	2,201	$269K
4J Wealth Management LLC	0.21%	Reduce -1.3%	2,197	$268K
Altfest L J & Co. Inc.	0.03%	Add +0.3%	2,194	$268K
Milestone Asset Management Group, LLC	0.24%	Add +3.0%	2,194	$268K
MJP Associates Inc.	0.05%	Add +0.1%	2,190	$267K
Hazlett, Burt & Watson, Inc.	0.12%	Add +14.9%	2,189	$267K
Griffith & Werner, Inc.	0.17%	Add +0.3%	2,186	$267K
Garrison Point Advisors, LLC	0.13%	Reduce -18.9%	2,182	$266K
Clear Creek Financial Management, LLC	0.03%	Reduce -79.2%	2,177	$266K
Coyle Financial Counsel LLC	0.08%	New	2,174	$265K
Foguth Wealth Management, LLC.	0.06%	Reduce -79.6%	2,173	$265K
Lanark Financial, Inc.	0.02%	—	2,178	$265K
Colton Groome Financial Advisors, LLC	0.10%	Reduce -8.9%	2,189	$265K
Mattern Capital Management, LLC	0.03%	No change	2,168	$265K
Founders Financial Alliance, LLC	0.06%	Add +0.1%	2,162	$264K
Turn8 Private Wealth Inc.	0.21%	No change	2,157	$263K
Texas Yale Capital Corp.	0.01%	Add +0.8%	2,155	$263K
Occidental Asset Management, LLC	0.04%	Reduce -2.7%	2,152	$263K
Petros Family Wealth, LLC	0.29%	Reduce -4.0%	2,148	$262K
Financial Symmetry Inc	0.16%	New	2,134	$260K
Donaldson Capital Management, LLC	0.01%	New	2,130	$260K
Rialto Wealth Management, LLC	0.08%	Reduce -2.3%	2,120	$259K
Headinvest, LLC	0.05%	Add +4.8%	2,119	$259K
Mayfair Advisory Group, LLC	0.15%	Reduce -26.3%	2,105	$257K
Two Sigma Securities, LLC	0.04%	Reduce -80.0%	2,104	$257K
Wealth Dimensions Group, Ltd.	0.06%	New	2,091	$255K
Jacksonville Wealth Management, LLC	0.25%	New	2,083	$254K
Surience Private Wealth LLC	0.44%	Reduce -27.1%	2,077	$253K
Raab & Moskowitz Asset Management LLC	0.06%	Reduce -7.8%	2,068	$252K
Ledyard National Bank	0.02%	No change	2,052	$250K
Passive Capital Management, LLC.	0.08%	New	2,048	$250K
Cassaday & Co Wealth Management LLC	0.01%	Add +2.2%	2,045	$250K
Ellevest, Inc.	0.02%	New	2,044	$249K
Arcadia Wealth Management, Inc.	0.19%	No change	2,040	$249K
Integris Wealth Management, LLC	0.07%	No change	2,028	$247K
Cozad Asset Management Inc.	0.02%	No change	2,022	$247K
Quotient Wealth Partners, LLC	0.01%	Reduce -14.3%	2,022	$247K
GatePass Capital, LLC	0.19%	Reduce -29.0%	2,021	$247K
FC Advisory LLC	0.08%	Reduce -9.4%	2,020	$247K
Parsons Capital Management Inc.	0.01%	Add +0.5%	2,019	$246K
Tandem Capital Management Corp.	0.14%	No change	2,012	$245K
Cornerstone Wealth Management, LLC	0.02%	Add +4.2%	2,008	$245K
Proficio Capital Partners LLC	0.02%	No change	2,000	$244K
Rathbones Group PLC	0.00%	No change	2,000	$244K
EverSource Wealth Advisors, LLC	0.01%	Add +105.7%	1,985	$242K
Farmers & Merchants Trust Co of Chambersburg PA	0.09%	Reduce -40.7%	1,982	$242K
PGIM Custom Harvest LLC	0.01%	Reduce -60.0%	1,979	$241K
ORG Partners LLC	0.06%	Reduce -97.8%	1,970	$241K
Crumly & Associates Inc.	0.07%	No change	1,965	$240K
Ausdal Financial Partners, Inc.	0.02%	Reduce -93.5%	1,961	$239K
Argyle Capital Partners, LLC	0.21%	Reduce -0.1%	1,961	$239K
Worth Financial Advisory Group, LLC	0.15%	Reduce -6.7%	1,950	$238K
Rockwood Wealth Management, LLC	0.02%	New	1,943	$237K
Creative Financial Designs Inc.	0.02%	Add +0.1%	1,941	$237K
WealthTrust Axiom LLC	0.07%	Reduce -3.0%	1,937	$236K
Perennial Investment Advisors, LLC	0.03%	New	1,929	$235K
Colonial Trust Advisors	0.02%	No change	1,925	$235K
Birchcreek Wealth Management, LLC	0.15%	Add +7.0%	1,909	$233K
Rovin Capital /Ut/	0.07%	No change	1,898	$232K
Allen Capital Group, LLC	0.03%	No change	1,899	$232K
Ayrshire Capital Management LLC	0.11%	Add +3.0%	1,893	$231K
Linscomb Wealth, Inc.	0.01%	Add +0.1%	1,886	$230K
Nottingham Advisors, Inc.	0.04%	Reduce -15.7%	1,886	$230K
LM Advisors LLC	0.04%	No change	1,888	$230K
Simplicity Wealth,LLC	0.02%	New	1,882	$230K
McKinley Carter Wealth Services, Inc.	0.01%	Reduce -1.8%	1,877	$229K
Magnus Financial Group LLC	0.02%	Add +17.1%	1,869	$228K
Lantz Financial LLC	0.06%	No change	1,865	$228K
FineMark National Bank & Trust	0.01%	New	1,864	$227K
Commonwealth Financial Services, LLC	0.05%	No change	1,861	$227K
Relyea Zuckerberg Hanson LLC	0.03%	Add +0.1%	1,854	$226K
US Financial Advisors, LLC	0.07%	No change	1,840	$224K
Range Financial Group LLC	0.10%	Add +7.5%	1,835	$224K
McDonough Capital Management, Inc	0.15%	Reduce -34.9%	1,829	$223K
Signet Financial Management, LLC	0.03%	Add +15.3%	1,826	$223K
Defined Wealth Management, LLC	0.15%	No change	1,817	$222K
Pinnacle Financial Group, LLC / IL	0.08%	Add +0.1%	1,812	$221K
Davis Wealth Advisors, LLC	0.25%	New	1,809	$221K
Carnegie Investment Counsel	0.01%	Reduce -27.3%	2,001	$220K
Sterling Investment Counsel, LLC	0.08%	New	1,802	$220K
Ameriflex Group, Inc.	0.09%	Reduce -11.9%	1,798	$219K
Carbahal Olsen Financial Services Group, LLC	0.21%	Reduce -39.3%	1,789	$218K
Key Financial Inc	0.05%	No change	1,786	$218K
Two West Capital Advisors LLC	0.18%	Reduce -0.3%	1,878	$218K
Liberty Wealth Management LLC	0.04%	Reduce -1.8%	1,785	$218K
Allspring Global Investments Holdings, LLC	0.00%	No change	1,771	$218K
Paragon Financial Partners, Inc.	0.17%	No change	1,783	$218K
Trust Point Inc.	0.02%	No change	1,780	$217K
Centennial Bank	0.10%	No change	1,773	$216K
Heritage Investment Group, Inc.	0.04%	No change	1,773	$216K
Jackson, Grant Investment Advisers, Inc.	0.08%	Add +4.5%	1,769	$216K
Patten & Patten Inc.	0.01%	No change	1,769	$216K
Prudent Investors Network, Inc.	0.06%	Reduce -8.2%	1,768	$216K
G&S Capital LLC	0.09%	No change	1,763	$215K
Summit Financial Wealth Advisors, LLC	0.04%	No change	1,761	$215K
Silverlake Wealth Management LLC	0.08%	New	1,757	$214K
Morton Brown Family Wealth, LLC	0.07%	Add +0.1%	1,756	$214K
Wealth Management Partners, LLC	0.10%	No change	1,752	$214K
Nvwm, LLC	0.06%	Reduce -31.6%	1,735	$212K
High Falls Advisors, Inc	0.05%	Reduce -14.2%	1,730	$211K
BostonPremier Wealth LLC	0.13%	Add +0.3%	1,723	$210K
Allred Capital Management, LLC	0.08%	Reduce -19.4%	1,716	$209K
RPS Advisory Solutions LLC	0.15%	Reduce -32.5%	1,707	$208K
Atlantic Union Bankshares Corp	0.01%	Reduce -5.6%	1,700	$207K
Northern Capital Management, Inc.	0.13%	No change	1,696	$207K
Sovran Advisors, LLC	0.03%	New	1,802	$207K
Leavell Investment Management, Inc.	0.01%	No change	1,695	$207K
Curi Capital, LLC	0.01%	New	1,689	$206K
Scratch Capital LLC	0.21%	Add +0.1%	1,687	$206K
Gradient Investments LLC	0.00%	Reduce -5.6%	1,669	$204K
Seven Springs Wealth Group, LLC	0.07%	No change	1,665	$203K
ONE Advisory Partners, LLC	0.09%	New	1,659	$202K
Frederick Financial Consultants, LLC	0.15%	New	1,656	$202K
Retirement Solution LLC	0.06%	Add +0.2%	1,655	$202K
Accel Wealth Management	0.07%	No change	1,654	$202K
ETF Store, Inc.	0.25%	Add +0.3%	1,654	$202K
Firethorn Wealth Partners, LLC	0.10%	New	1,653	$202K
Bingham Private Wealth, LLC	0.21%	Reduce -11.9%	1,651	$201K
Sittner & Nelson, LLC	0.09%	Add +4.8%	1,645	$201K
Lifelong Wealth Advisors, Inc.	0.09%	Add +1.7%	1,644	$201K
Halbert Hargrove Global Advisors, LLC	0.01%	No change	1,615	$197K
Cullen/Frost Bankers, Inc.	0.00%	No change	1,612	$197K
Pinnacle Bancorp, Inc.	0.06%	Add +17.9%	1,498	$183K
Global Financial Private Client, LLC	0.07%	No change	1,494	$182K
Bellwether Advisors, LLC	0.04%	Reduce -18.8%	1,460	$178K
Quest 10 Wealth Builders, Inc.	0.19%	Reduce -17.3%	1,439	$176K
Keener Financial Planning LLC	0.11%	Reduce -76.0%	1,399	$170K
Independence Bank of Kentucky	0.03%	No change	1,331	$162K
Red Lighthouse Investment Management, LLC	0.07%	No change	1,389	$160K
Adirondack Trust Co.	0.06%	No change	1,312	$160K
Millstone Evans Group, LLC	0.11%	Add +50.2%	1,305	$159K
Redwood Park Advisors LLC	0.13%	Add +9.4%	1,301	$159K
FSA Wealth Management LLC	0.07%	No change	1,288	$157K
Perritt Capital Management Inc	0.09%	Add +14.5%	1,278	$156K
SYM FINANCIAL Corp	0.02%	No change	1,256	$153K
LRI Investments, LLC	0.01%	No change	1,250	$153K
Cohalo Advisory LLC	10.99%	New	1,220	$149K
Flaharty Asset Management, LLC	0.02%	Reduce -26.1%	1,206	$147K
Wayfinding Financial, LLC	0.06%	New	1,208	$147K
West Financial Advisors, LLC	0.03%	No change	1,175	$143K
Federation des caisses Desjardins du Quebec	0.00%	Add +66.1%	1,121	$137K
Core Alternative Capital	0.03%	Reduce -2.6%	1,120	$137K
Laurel Wealth Advisors LLC	0.02%	No change	1,080	$132K
Atlantic Edge Private Wealth Management, LLC	0.04%	No change	1,079	$132K
Financial Perspectives, Inc	0.04%	Add +0.1%	1,054	$129K
Eastern Bank	0.00%	No change	1,031	$126K
Register Financial Advisors LLC	0.07%	Add +3853.8%	1,028	$125K
Perkins Coie Trust Co	0.03%	No change	1,020	$124K
Pittenger & Anderson Inc.	0.00%	No change	1,004	$122K
3Chopt Investment Partners, LLC	0.03%	New	1,000	$122K
Avalon Trust Co	0.01%	Reduce -59.7%	1,000	$122K
North Star Investment Management Corp.	0.01%	No change	997	$122K
Pacific Center for Financial Services	0.03%	No change	985	$120K
Hantz Financial Services, Inc.	0.00%	New	959	$117K
MassMutual Private Wealth & Trust, FSB	0.00%	No change	950	$116K
Bay Harbor Wealth Management, LLC	0.04%	Add +7.8%	920	$112K
Mowery & Schoenfeld Wealth Management, LLC	0.21%	New	896	$109K
St Germain D J Co. Inc.	0.00%	Add +575.6%	858	$105K
Creekmur Asset Management LLC	0.02%	Reduce -62.2%	857	$105K
Graybill Wealth Management, LTD.	0.04%	—	853	$104K
Center for Financial Planning, Inc.	0.01%	Reduce -27.6%	840	$102K
Smartleaf Asset Management LLC	0.01%	Add +163.4%	843	$102K
Frazier Financial Advisors, LLC	0.08%	Add +26.8%	829	$101K
Compass Wealth Management LLC	0.03%	No change	824	$101K
Opal Wealth Advisors, LLC	0.03%	New	815	$99K
Your Advocates Ltd., LLP	0.04%	No change	775	$95K
Spectrum Wealth Counsel, LLC	0.01%	Reduce -0.7%	769	$94K
LGT Financial Advisors LLC	0.28%	Add +1510.6%	757	$92K
First PREMIER Bank	0.02%	No change	736	$90K
Foster Dykema Cabot & Partners, LLC	0.01%	Add +0.1%	717	$87K
Operose Advisors LLC	0.03%	No change	698	$85K
Robbins Farley	0.04%	Add +18.3%	647	$79K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.00%	Reduce -10.3%	656	$77K
Townsend Asset Management Corp. /NC/	0.03%	No change	627	$77K
Quadrant Capital Group LLC	0.00%	Reduce -58.9%	601	$73K
CNB Bank	0.04%	No change	600	$73K
Rice Partnership, LLC	0.01%	No change	587	$72K
First Financial Corp.	0.03%	No change	573	$70K
Nova Wealth Management, Inc.	0.06%	New	568	$69K
Financial Network Wealth Advisors LLC	0.09%	No change	565	$69K
McIlrath & Eck, LLC	0.01%	Reduce -36.6%	540	$66K
GoalVest Advisory LLC	0.02%	No change	530	$65K
Armstrong Advisory Group, Inc.	0.01%	No change	490	$63K
Urban Financial Advisory Corp	0.03%	No change	512	$63K
Synergy Investment Management, LLC	0.03%	No change	508	$62K
Realta Investment Advisors	0.03%	Add +3.3%	507	$62K
CBIZ Investment Advisory Services, LLC	0.00%	No change	500	$61K
Colony Family Offices, LLC	0.02%	No change	499	$61K
Clean Yield Group	0.02%	New	497	$61K
Reyes Financial Architecture, Inc.	0.04%	No change	495	$60K
Russell Investments Group, Ltd.	0.00%	Reduce -13.0%	482	$59K
Rossby Financial, LCC	0.03%	New	482	$58K
Angeles Wealth Management, LLC	0.00%	No change	474	$58K
SIMA Wealth Partners, LLC	0.05%	No change	473	$58K
Orion Capital Management LLC	0.02%	Add +0.2%	470	$57K
Fairman Group, LLC	0.05%	Add +0.2%	444	$57K
High Note Wealth, LLC	0.01%	No change	464	$57K
Addison Advisors LLC	0.02%	Add +9.2%	463	$56K
von Borstel & Associates, Inc.	0.02%	New	456	$55K
Copia Wealth Management	0.05%	No change	450	$55K
Breakwater Investment Management	0.02%	No change	442	$54K
NFSG Corp	0.01%	Add +0.5%	438	$53K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.01%	Reduce -38.9%	432	$53K
Hurley Capital, LLC	0.04%	No change	424	$52K
Evergreen Private Wealth LLC	0.02%	No change	420	$51K
Winch Advisory Services, LLC	0.01%	New	412	$50K
DecisionPoint Financial, LLC	0.01%	No change	408	$50K
HHM Wealth Advisors, LLC	0.01%	No change	396	$48K
Duncker Streett & Co. Inc.	0.01%	No change	392	$48K
Curio Wealth, LLC	0.02%	Reduce -99.7%	1	$47K
Financial Connections Group, Inc.	0.02%	No change	392	$47K
Valley National Advisers Inc.	0.01%	Add +1.1%	374	$45K
Cornerstone Planning Group LLC	0.01%	Add +611.1%	384	$45K
Columbia River Financial Group, LLC	0.03%	New	367	$44K
Legacy Wealth Managment, LLC	0.03%	Add +227.3%	360	$44K
Vermillion & White Wealth Management Group, LLC	0.03%	Add +0.3%	345	$42K
IAG Wealth Partners, LLC	0.01%	Reduce -5.0%	345	$42K
Crews Bank & Trust	0.01%	No change	333	$41K
Wells Financial Advisors INC	0.05%	No change	320	$39K
Integrity Financial Corp	0.02%	No change	308	$38K
Ascentis Wealth Management, LLC	0.01%	New	301	$37K
Lowe Wealth Advisors, LLC	0.01%	No change	281	$34K
Cape Investment Advisory, Inc.	0.01%	Add +3.4%	275	$34K
BankPlus Trust Department	0.01%	No change	272	$33K
Kimelman & Baird, LLC	0.00%	No change	269	$33K
Strategic Investment Solutions, Inc.	0.01%	No change	267	$33K
Fourth Dimension Wealth, LLC	0.02%	No change	265	$32K
Pflug Koory, LLC	0.02%	No change	264	$32K
Trust Co. of Vermont	0.00%	No change	263	$32K
Park Square Financial Group, LLC	0.03%	No change	259	$32K
Towne Trust Company, N.A	0.01%	No change	250	$31K
Concord Wealth Partners	0.01%	Add +0.4%	248	$30K
WFA Asset Management Corp	0.01%	New	250	$29K
Paladin Advisory Group, LLC	0.02%	New	231	$28K
Noble Wealth Management PBC	0.02%	No change	227	$28K
TCTC Holdings, LLC	0.00%	No change	225	$27K
Front Row Advisors LLC	0.01%	No change	224	$27K
Barnes Dennig Private Wealth Management LLC	0.04%	—	210	$26K
Caldwell Sutter Capital, Inc.	0.01%	No change	209	$26K
2UniFi Bank	0.02%	No change	195	$25K
Promus Capital, LLC	0.02%	No change	200	$24K
Greykasell Wealth Strategies, Inc.	0.01%	New	200	$24K
CVA Family Office, LLC	0.00%	No change	196	$24K
Fortitude Family Office, LLC	0.01%	No change	191	$23K
Valued Wealth Advisors LLC	0.01%	Add +33.1%	185	$23K
MCF Advisors LLC	0.00%	No change	175	$21K
Global Trust Asset Management, LLC	0.01%	No change	173	$21K
PFS Partners, LLC	0.01%	Reduce -63.6%	172	$21K
Moser Wealth Advisors, LLC	0.01%	New	171	$21K
Princeton Global Asset Management LLC	0.00%	No change	169	$21K
Capital A Wealth Management, LLC	0.02%	Add +3.7%	169	$21K
Darwin Wealth Management, LLC	0.01%	No change	154	$20K
NewSquare Capital LLC	0.00%	No change	157	$19K
Mb, Levis & Associates, LLC	0.01%	Add +0.7%	151	$18K
Stuart Chaussee & Associates, Inc.	0.00%	No change	149	$18K
Robinswood Financial LLC	0.01%	No change	140	$17K
Dagco, Inc.	0.01%	New	140	$17K
Cheviot Value Management, LLC	0.00%	New	121	$15K
Quent Capital, LLC	0.00%	Reduce -0.8%	122	$15K
Vermillion Wealth Management, Inc.	0.00%	No change	119	$15K
DiNuzzo Private Wealth, Inc.	0.00%	No change	112	$14K
City State Bank	0.00%	No change	112	$14K
Versant Capital Management, Inc	0.00%	No change	111	$14K
Biltmore Family Office, LLC	0.00%	No change	105	$13K
Missouri Trust & Investment Co	0.00%	No change	100	$12K
Brown, Lisle/Cummings, Inc.	0.00%	No change	100	$12K
PSI Advisors, LLC	0.00%	Reduce -33.6%	99	$12K
Roxbury Financial LLC	0.01%	Add +1.2%	85	$11K
Resources Management Corp. /CT/	0.00%	Reduce -10.1%	89	$11K
Transce3nd, LLC	0.00%	No change	88	$11K
Cardinal Strategic Wealth Guidance	0.00%	No change	88	$11K
BNP Paribas Financial Markets	0.00%	New	86	$10K
MV Capital Management, Inc.	0.00%	No change	81	$10K
Mascoma Wealth Management LLC	0.00%	No change	79	$10K
Flagship Wealth Advisors, LLC	0.00%	New	77	$9K
Graney & King, LLC	0.01%	New	66	$8K
Legacies Wealth LLC	0.01%	No change	66	$8K
Global Wealth Strategies & Associates	0.00%	New	65	$8K
Iron Horse Wealth Management, LLC	0.00%	No change	63	$8K
Wood Tarver Financial Group, LLC	0.00%	No change	55	$7K
American Capital Advisory, LLC	0.00%	No change	54	$7K
Wagner Wealth Management, LLC	0.00%	Add +56.3%	50	$6K
ROSS\JOHNSON & Associates LLC	0.10%	No change	49	$6K
MPWM Advisory Solutions, LLC	0.00%	Reduce -34.7%	49	$6K
Koesten, Hirschmann & Crabtree, INC.	0.00%	No change	48	$6K
IMG Wealth Management, Inc.	0.01%	New	48	$6K
Painted Porch Advisors LLC	0.00%	No change	45	$5K
Woodard & Co. Asset Management Group Inc.	0.00%	No change	43	$5K
Private Wealth Management Group, LLC	0.00%	New	34	$4K
Davis Capital Management	0.00%	Reduce -52.2%	32	$4K
HWG Holdings LP	0.00%	New	32	$4K
Bell Investment Advisors, Inc	0.00%	No change	31	$4K
Pandora Wealth, Inc.	0.00%	—	31	$4K
HM Payson & Co.	0.00%	No change	28	$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
Aventura Private Wealth, LLC	0.00%	New	13	$2K
CGC Financial Services, LLC	0.00%	No change	12	$1K
Topsail Wealth Management, LLC	0.00%	New	12	$1K
Richard W. Paul & Associates, LLC	0.00%	Reduce -96.2%	6	$732
Founders Capital Management	0.00%	No change	5	$648
one8zero8, LLC	0.00%	New	3	$366
Main Street Group, LTD	0.00%	No change	2	$245
Raleigh Capital Management Inc.	0.00%	Reduce -99.4%	2	$185
Ruedi Wealth Management, Inc.	0.00%	No change	1	$121

"% 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.