Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q1 2024 (March 31)633holders
1famous investor
$45.58avg. 13F price*
At the end of Q1 2024, 633 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($6.1B), BlackRock Inc. ($2.6B) and Jones Financial Companies LLLP ($2.3B). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q1 2024)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $121.5M |
| Exits | 57 | $131.2M |
Ownership 633 holders
| Envestnet Asset Management Inc. | 2.29% | Add +33.9% | 134,372,133 | $6.1B |
| BlackRock Inc. | 0.06% | Reduce -5.7% | 57,005,061 | $2.6B |
| Jones Financial Companies LLLP | 3.08% | Add +3.4% | 49,500,569 | $2.3B |
| Wells Fargo & Company | 0.48% | Add +10.8% | 40,060,823 | $1.8B |
| LPL Financial LLC | 0.78% | Add +38.9% | 31,992,838 | $1.5B |
| Northwestern Mutual Wealth Management Co. | 1.00% | Add +4.8% | 21,326,028 | $972.3M |
| Cwm, LLC | 4.44% | Add +22.2% | 20,004,086 | $912.0M |
| Envestnet Portfolio Solutions, Inc. | 3.36% | Add +37.8% | 19,623,354 | $894.6M |
| Morgan Stanley | 0.07% | Add +32.5% | 19,288,368 | $879.4M |
| JPMorgan Chase & Co. | 0.07% | Add +41.1% | 16,729,638 | $762.7M |
| Park Avenue Securities LLC | 6.40% | Add +38.7% | 10,871,783 | $495.6M |
| Ameriprise Financial Inc. | 0.12% | Add +20.4% | 9,237,818 | $420.5M |
| Cetera Investment Advisers | 0.93% | Add +129.9% | 8,653,706 | $394.5M |
| Janney Montgomery Scott LLC | 1.10% | Add +36.5% | 8,083,304 | $368.5M |
| MML Investors Services, LLC | 1.31% | Add +35.9% | 6,980,501 | $318.2M |
| Bank of New York Mellon Corp | 0.06% | Add +39.9% | 6,562,617 | $299.2M |
| Mariner, LLC | 0.61% | Add +40.3% | 6,495,597 | $296.1M |
| United Capital Financial Advisors, LLC | 2.03% | Add +25.5% | 5,404,371 | $246.4M |
| OneDigital Investment Advisors LLC | 3.84% | Add +44.0% | 5,361,032 | $244.4M |
| PNC Financial Services Group, Inc. | 0.16% | Add +2.8% | 5,004,726 | $228.2M |
| SigFig Wealth Management, LLC | 5.99% | Add +6.6% | 3,577,912 | $163.1M |
| GeoWealth Management, LLC | 6.06% | Add +27826.9% | 3,435,565 | $156.6M |
| Commonwealth Equity Services, LLC | 0.25% | Add +28.8% | 3,269,405 | $149.1M |
| Bank of America Corp. | 0.01% | Add +16.4% | 2,913,770 | $132.8M |
| Private Ocean, LLC | 13.32% | Add +12.1% | 2,757,401 | $125.7M |
| JB Capital LLC | 8.32% | Add +62.1% | 2,742,019 | $125.0M |
| Allworth Financial LP | 0.82% | Reduce -0.8% | 2,531,985 | $115.4M |
| Stifel Financial Corp. | 0.13% | Add +37.7% | 2,506,446 | $114.3M |
| CreativeOne Wealth, LLC | 4.35% | Add +114.8% | 2,393,402 | $109.1M |
| Raymond James & Associates | 0.07% | Add +13.2% | 2,371,282 | $108.1M |
| Royal Bank of Canada | 0.03% | Add +3.6% | 2,327,738 | $106.1M |
| Foundations Investment Advisors, LLC | 2.65% | Add +1.1% | 2,224,470 | $101.4M |
| Osaic Holdings, Inc. | 0.20% | Reduce -78.2% | 1,998,851 | $91.1M |
| UBS Group AG | 0.03% | Add +14.7% | 1,976,659 | $90.1M |
| Atria Wealth Solutions, Inc. | 0.97% | Add +26.1% | 1,886,465 | $86.0M |
| McMorgan & Co. LLC | 14.76% | Add +0.8% | 1,884,812 | $85.9M |
| US Bancorp \de | 0.11% | Add +31.1% | 1,773,682 | $80.9M |
| NewEdge Advisors, LLC | 0.63% | Add +46.2% | 1,596,025 | $72.8M |
| Sharkey, Howes & Javer | 11.02% | Add +35.9% | 1,476,274 | $67.3M |
| Atria Investments, Inc | 0.89% | Add +40.3% | 1,414,878 | $64.5M |
| High Falls Advisors, Inc | 13.93% | Add +32.4% | 1,214,341 | $55.4M |
| Assetmark, Inc. | 0.18% | Add +2.5% | 1,205,940 | $55.0M |
| Intelligence Driven Advisers, LLC | 8.11% | New | 1,203,425 | $54.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +33.4% | 1,171,810 | $53.4M |
| Prudential Financial Inc. | 0.07% | Add +19.3% | 1,148,763 | $52.4M |
| Truist Financial Corp. | 0.08% | Add +58.1% | 1,094,844 | $49.9M |
| Compass Ion Advisors, LLC | 7.10% | Reduce -3.0% | 1,082,888 | $49.4M |
| Icon Wealth Advisors, LLC | 4.56% | Add +43.5% | 1,076,972 | $49.1M |
| FMR LLC | 0.00% | Reduce -13.4% | 1,049,360 | $47.8M |
| GM Advisory Group, LLC | 3.32% | Reduce -6.6% | 1,038,260 | $47.3M |
| SteelPeak Wealth, LLC | 2.31% | Add +80.7% | 990,839 | $45.2M |
| Blue Trust, Inc. | 0.62% | Add +14.5% | 965,138 | $44.0M |
| Stone House Investment Management, LLC | 10.28% | Add +89.8% | 958,929 | $43.7M |
| Farther Finance Advisors, LLC | 2.47% | Add +50.0% | 898,233 | $40.5M |
| Wealthspire Advisors, LLC | 0.54% | Reduce -5.2% | 886,506 | $40.4M |
| Invst, LLC | 4.61% | Add +6.1% | 861,146 | $38.9M |
| Diversified Portfolios, Inc. | 5.44% | Add +18.7% | 847,972 | $38.7M |
| Thrivent Financial for Lutherans | 0.08% | Add +17.5% | 839,124 | $38.3M |
| Destination Wealth Management | 1.27% | Add +22.5% | 835,206 | $38.1M |
| Avantax Advisory Services, Inc. | 0.34% | Add +39.2% | 832,448 | $38.0M |
| Horst & Graben Wealth Management LLC | 7.62% | Add +60.5% | 820,792 | $37.4M |
| Keybank National Association | 0.15% | Reduce -2.1% | 815,917 | $37.2M |
| Orion Porfolio Solutions, LLC | 0.39% | Add +36.1% | 805,180 | $36.7M |
| Orion Portfolio Solutions, LLC | 0.39% | Add +36.1% | 805,180 | $36.7M |
| Affinity Capital Advisors, LLC | 8.13% | Add +30.1% | 799,717 | $36.5M |
| Morningstar Investment Services LLC | 0.37% | Reduce -40.0% | 742,070 | $33.9M |
| Regions Financial Corp. | 0.25% | Add +8.6% | 734,426 | $33.5M |
| Kestra Advisory Services, LLC | 0.22% | Add +64.5% | 732,973 | $33.4M |
| Perigon Wealth Management, LLC | 0.97% | Add +80.0% | 703,169 | $32.1M |
| Austin Private Wealth, LLC | 3.64% | Add +78.6% | 700,250 | $31.6M |
| G2 Capital Management, LLC / Oh | 10.10% | Reduce -0.4% | 688,574 | $31.4M |
| Avidian Wealth Enterprises, LLC | 1.64% | Add +8.9% | 671,281 | $30.6M |
| Jacobson & Schmitt Advisors, LLC | 6.73% | Add +5.8% | 624,246 | $28.5M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +2.8% | 622,621 | $28.4M |
| ONE Advisory Partners, LLC | 13.94% | Add +49.9% | 622,320 | $28.4M |
| Strategic Blueprint, LLC | 1.99% | Add +86.0% | 613,832 | $28.0M |
| Concourse Financial Group Securities, Inc. | 1.81% | Add +27.9% | 612,629 | $27.9M |
| B. Riley Wealth Advisors, Inc. | 0.75% | Add +34.8% | 633,060 | $27.7M |
| PAX Financial Group, LLC | 5.55% | Reduce -1.8% | 606,496 | $27.7M |
| Brookstone Capital Management | 0.49% | Add +28.3% | 604,945 | $27.6M |
| Trek Financial, LLC | 2.12% | Add +22.5% | 588,119 | $26.8M |
| Arden Trust Co | 3.64% | Add +3.6% | 572,801 | $26.1M |
| CFS Investment Advisory Services, LLC | 4.32% | Add +64.8% | 562,987 | $25.7M |
| Baird Financial Group, Inc. | 0.05% | Reduce -36.9% | 557,290 | $25.4M |
| Keystone Financial Services | 11.05% | Add +44.3% | 555,847 | $25.3M |
| Stokes Family Office, LLC | 3.16% | Add +67.8% | 554,516 | $25.3M |
| Stash Investments, LLC | 17.89% | Add +13.5% | 548,567 | $25.0M |
| GYL Financial Synergies, LLC | 1.95% | Reduce -26.4% | 546,119 | $24.9M |
| TNF LLC | 9.63% | Add +24.9% | 547,313 | $24.3M |
| Bay Harbor Wealth Management, LLC | 8.54% | Add +36.7% | 521,472 | $23.8M |
| Legacy Financial Group LLC | 4.80% | Add +3828.7% | 519,691 | $23.7M |
| Wealth Group Ltd | 7.21% | Add +4.2% | 522,204 | $23.4M |
| AE Wealth Management LLC | 0.26% | Reduce -44.5% | 503,948 | $23.0M |
| Elevation Wealth Partners, LLC | 11.46% | Add +13.5% | 503,212 | $22.9M |
| Global Strategic Investment Solutions, LLC | 2.63% | Add +66.0% | 493,156 | $22.5M |
| HighTower Advisors, LLC | 0.04% | Add +29.9% | 482,179 | $22.0M |
| One Wealth Advisors, LLC | 3.80% | Add +67.8% | 479,155 | $21.8M |
| Wealth Alliance, LLC | 2.75% | Add +42.0% | 460,211 | $21.0M |
| Girard Partners LTD. | 1.96% | Reduce -0.6% | 456,629 | $20.8M |
| Bank of Hawaii | 1.00% | Reduce -15.9% | 449,109 | $20.5M |
| Corient Private Wealth LP | 0.03% | Reduce -5.9% | 424,309 | $19.3M |
| Tennessee Valley Asset Management Partners | 4.64% | Add +13.4% | 421,282 | $19.2M |
| Shared Vision Wealth Group LLC | 11.95% | Add +75.7% | 419,646 | $19.1M |
| RFG Advisory, LLC | 0.65% | Add +27.6% | 418,720 | $19.1M |
| Merit Financial Group, LLC | 0.45% | Add +39.9% | 420,224 | $18.8M |
| Composition Wealth, LLC | 0.47% | Add +1948.9% | 410,851 | $18.7M |
| Mercer Global Advisors Inc. | 0.05% | Add +113.6% | 409,181 | $18.7M |
| Spire Wealth Management | 0.34% | Add +21.8% | 406,774 | $18.5M |
| Firestone Capital Management | 5.07% | Add +2.0% | 399,586 | $18.2M |
| Financial Life Advisors | 7.38% | Add +6.5% | 386,887 | $17.6M |
| True Vision MN LLC | 12.40% | Add +41.1% | 396,132 | $17.6M |
| Integrated Wealth Concepts LLC | 0.25% | Add +6.1% | 383,968 | $17.5M |
| Retirement Capital Strategies | 6.93% | Reduce -0.9% | 371,936 | $17.0M |
| TSA Wealth Managment LLC | 7.23% | Add +45.0% | 364,071 | $16.6M |
| Hoxton Planning & Management, LLC | 7.59% | Add +24.4% | 347,883 | $15.9M |
| Liberty Wealth Management LLC | 2.89% | Add +25.1% | 325,904 | $14.8M |
| Opes Wealth Management LLC | 3.38% | Add +2.9% | 321,404 | $14.7M |
| WCG Wealth Advisors LLC | 1.22% | Add +114.1% | 321,123 | $14.6M |
| Spectrum Wealth Counsel, LLC | 1.79% | Reduce -0.3% | 320,788 | $14.6M |
| 9258 Wealth Management, LLC | 2.26% | Add +0.6% | 317,913 | $14.5M |
| Advus Financial Partners, LLC | 4.39% | Add +3.5% | 311,297 | $14.2M |
| Simplicity Wealth,LLC | 0.32% | Add +50.4% | 294,556 | $13.4M |
| Valley National Advisers Inc. | 2.03% | Add +9.2% | 294,293 | $13.4M |
| Regal Investment Advisors LLC | 0.91% | Add +10.1% | 290,578 | $13.2M |
| West Wealth Group, LLC | 4.86% | Add +96.5% | 288,029 | $13.1M |
| Security Financial Services, INC. | 2.93% | Add +23.9% | 285,228 | $13.0M |
| WealthShield Partners, LLC | 2.10% | Add +32.4% | 284,811 | $13.0M |
| D.A. Davidson & Co. | 0.11% | Reduce -22.3% | 275,238 | $12.5M |
| Tiemann Investment Advisors, LLC | 5.47% | Add +7.5% | 268,122 | $12.2M |
| Mutual Advisors, LLC | 0.39% | Add +7.2% | 267,307 | $12.2M |
| My Legacy Advisors, LLC | 4.05% | Add +46.8% | 264,681 | $12.1M |
| Centurion Wealth Management LLC | 4.72% | Add +34.0% | 262,860 | $12.0M |
| Apeiron RIA LLC | 3.42% | Add +55.6% | 259,319 | $11.8M |
| Forum Private Client Group LLC | 5.64% | Add +6.3% | 255,804 | $11.7M |
| Stratos Wealth Advisors, LLC | 0.69% | Add +45.8% | 253,561 | $11.6M |
| Oarsman Capital, Inc. | 2.74% | Add +12.8% | 251,493 | $11.5M |
| Diversify Advisory Services, LLC | 0.67% | — | 251,248 | $11.3M |
| Rothschild Wealth LLC | 3.98% | — | 247,880 | $11.3M |
| PFG Advisors | 0.81% | Add +1.7% | 243,389 | $11.1M |
| Compound Planning, Inc. | 1.01% | New | 239,358 | $10.9M |
| FFG Retirement Advisors LLC | 7.52% | Add +52.0% | 234,366 | $10.7M |
| First Horizon Advisors, Inc. | 0.33% | Add +85.2% | 233,590 | $10.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.75% | Add +465.1% | 233,119 | $10.6M |
| Sowell Financial Services LLC | 0.49% | Add +12.8% | 227,277 | $10.4M |
| Orgel Wealth Management, LLC | 0.28% | Reduce -2.4% | 226,679 | $10.3M |
| Townsquare Capital LLC | 0.15% | Add +112.5% | 226,644 | $10.3M |
| Smith Salley Wealth Management | 0.80% | Reduce -11.1% | 225,244 | $10.3M |
| Lincoln National Corp. | 0.15% | Add +68.8% | 217,571 | $9.9M |
| One Wealth Management Investment & Advisory Services, LLC | 4.03% | Add +107.9% | 215,748 | $9.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +112.2% | 215,604 | $9.8M |
| Wintrust Investments LLC | 0.86% | Reduce -7.3% | 212,939 | $9.7M |
| Ancora Advisors LLC | 0.22% | Add +11.6% | 207,048 | $9.4M |
| R. W. Roge & Company, Inc. | 5.67% | Reduce -3.0% | 206,433 | $9.4M |
| KWB Wealth | 1.25% | New | 203,746 | $9.3M |
| Cypress Wealth Services, LLC | 2.16% | Add +30.6% | 203,152 | $9.3M |
| Csenge Advisory Group | 0.51% | Add +38.1% | 201,491 | $9.2M |
| Private Advisor Group, LLC | 0.07% | Add +4.1% | 198,862 | $9.1M |
| Kickstand Ventures, Llc. | 2.56% | Add +33.7% | 198,794 | $9.1M |
| Mayflower Financial Advisors, LLC | 1.51% | Add +65.9% | 197,609 | $9.0M |
| Advisory Services Network, LLC | 0.20% | Add +49.9% | 194,428 | $8.9M |
| Comerica Bank | 0.04% | Reduce -13.7% | 191,525 | $8.7M |
| Galvin, Gaustad & Stein, LLC | 0.81% | Add +5.8% | 189,826 | $8.7M |
| Adapt Wealth Advisors, LLC | 6.02% | — | 185,653 | $8.5M |
| Summit Financial, LLC | 0.50% | Add +22.4% | 183,497 | $8.4M |
| Focus Financial Network, Inc. | 0.40% | — | 186,859 | $8.3M |
| Lodestar Private Asset Management LLC | 1.09% | Add +4.0% | 166,957 | $7.6M |
| Mosley Wealth Management | 7.12% | Add +9.8% | 166,492 | $7.6M |
| Ewa, LLC | 3.35% | New | 166,327 | $7.5M |
| Triangle Securities Wealth Management | 2.10% | Add +8.4% | 161,468 | $7.4M |
| LVW Advisors, LLC | 1.24% | Add +8.3% | 160,269 | $7.3M |
| Snowden Capital Advisors LLC | 0.23% | Add +38.3% | 159,690 | $7.3M |
| Copperleaf Capital, LLC | 6.24% | Add +19.9% | 158,035 | $7.2M |
| Quattro Financial Advisors LLC | 2.04% | Add +342221.7% | 157,468 | $7.2M |
| Andina Capital Management, LLC | 5.51% | Add +54.6% | 154,758 | $7.1M |
| Apollon Wealth Management, LLC | 0.22% | Add +10.3% | 153,642 | $7.0M |
| Dynasty Wealth Management, LLC | 0.22% | — | 153,318 | $7.0M |
| Trivium Point Advisory, LLC | 1.48% | Add +1.8% | 151,283 | $6.9M |
| Tradition Wealth Management, LLC | 0.70% | Reduce -16.8% | 151,032 | $6.9M |
| Gallagher Fiduciary Advisors, LLC | 0.24% | Add +0.2% | 150,695 | $6.9M |
| Principal Securities, Inc. | 0.21% | Add +24.4% | 150,237 | $6.8M |
| Twelve Points Wealth Management LLC | 2.50% | Add +19.9% | 149,610 | $6.8M |
| Verus Capital Partners, LLC | 0.73% | Add +67.1% | 145,140 | $6.6M |
| TRUE Private Wealth Advisors | 0.74% | Add +28.0% | 142,160 | $6.5M |
| Savvy Advisors, Inc. | 3.72% | Add +138.3% | 141,395 | $6.4M |
| Elevation Point Wealth Partners, LLC | 0.48% | Add +17.8% | 137,569 | $6.3M |
| PFW Advisors LLC | 1.90% | Add +16.7% | 136,421 | $6.2M |
| Global Retirement Partners, LLC | 0.23% | Add +43.8% | 135,039 | $6.2M |
| CFO4Life Group, LLC | 1.11% | Add +3.0% | 134,698 | $6.1M |
| Northwest Capital Management Inc | 1.92% | Add +24.4% | 131,668 | $6.0M |
| Dohj, LLC | 1.59% | Add +4.0% | 131,581 | $6.0M |
| Claro Advisors Inc. | 1.04% | Add +2345.3% | 131,484 | $6.0M |
| Swmg, LLC | 2.69% | Reduce -2.3% | 131,276 | $6.0M |
| Stonebrook Private Inc. | 1.74% | Reduce -18.2% | 130,501 | $5.9M |
| Signal Advisors Wealth, LLC | 1.44% | Add +37.9% | 126,824 | $5.8M |
| Conscious Wealth Investments, LLC | 4.39% | Reduce 0.0% | 130,393 | $5.8M |
| Tsfg, LLC | 1.45% | Add +2226.2% | 126,427 | $5.8M |
| Quotient Wealth Partners, LLC | 0.21% | Reduce -40.4% | 126,078 | $5.7M |
| RCS Financial Planning, LLC | 3.49% | Reduce -13.5% | 124,280 | $5.7M |
| Venturi Wealth Management, LLC | 0.36% | Add +33.2% | 123,960 | $5.7M |
| Client 1ST Advisory Group, LLC | 2.51% | Add +8.5% | 122,624 | $5.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +9.1% | 122,147 | $5.6M |
| MBA Advisors LLC | 2.86% | Add +10.5% | 121,376 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -20.1% | 119,866 | $5.5M |
| Maripau Wealth Management LLC | 4.03% | Add +32.2% | 117,987 | $5.4M |
| Clearview Wealth Advisors LLC | 5.47% | Add +306.6% | 117,643 | $5.4M |
| Hoese & Co LLP | 4.87% | Add +3.4% | 117,740 | $5.3M |
| Westside Investment Management, Inc. | 1.28% | Add +0.8% | 116,942 | $5.3M |
| Forthright Family Wealth Advisory LLC | 3.56% | Add +13.1% | 116,361 | $5.3M |
| Twin Peaks Wealth Advisors, LLC | 2.90% | Add +59.4% | 114,561 | $5.2M |
| Braun-Bostich & Associates Inc. | 4.33% | Add +3.7% | 113,354 | $5.2M |
| Park Place Capital Corp | 1.83% | Add +44.2% | 111,989 | $5.1M |
| Royal Fund Management, LLC | 0.57% | Add +7.8% | 108,235 | $4.9M |
| Worth Financial Advisory Group, LLC | 3.38% | Add +3.6% | 107,087 | $4.9M |
| Peninsula Wealth, LLC | 0.97% | Add +19.7% | 106,361 | $4.8M |
| Firethorn Wealth Partners, LLC | 2.82% | Add +52.1% | 104,853 | $4.8M |
| Robertson Stephens Wealth Management, LLC | 0.26% | Add +52.0% | 104,615 | $4.8M |
| AdvisorNet Financial, Inc | 0.46% | Add +50.9% | 104,470 | $4.8M |
| Gateway Wealth Partners, LLC | 1.69% | Add +35.8% | 103,561 | $4.7M |
| Transcend Capital Advisors, LLC | 0.37% | Add +35.3% | 102,361 | $4.7M |
| Life Planning Partners, Inc | 4.61% | Reduce -2.7% | 101,498 | $4.6M |
| BCU Wealth Advisors, LLC | 3.90% | Add +45.1% | 100,738 | $4.6M |
| Harbour Investments, Inc. | 0.16% | Add +22.1% | 98,894 | $4.5M |
| IFP Advisors, Inc | 0.19% | Add +29.7% | 95,373 | $4.3M |
| Capital Analysts, LLC | 0.20% | Add +29.3% | 94,865 | $4.3M |
| White Lighthouse Investment Management Inc. | 0.87% | Add +3.3% | 93,685 | $4.3M |
| Keystone Wealth Services, LLC | 1.38% | Add +4.2% | 93,147 | $4.2M |
| Regimen Wealth, LLC | 1.47% | Add +0.3% | 93,036 | $4.2M |
| IFG Advisory, LLC | 0.31% | Add +61.9% | 90,674 | $4.1M |
| Capital Planning LLC | 1.34% | Add +4.3% | 90,333 | $4.1M |
| Sigma Planning Corp | 0.12% | Add +286.0% | 85,211 | $3.9M |
| Kraft, Davis & Associates, LLC | 1.13% | Add +48.5% | 83,375 | $3.8M |
| Captrust Financial Advisors | 0.01% | Reduce -22.1% | 81,937 | $3.7M |
| Alterna Wealth Management, Inc. | 2.98% | Reduce -3.4% | 80,648 | $3.7M |
| Cyndeo Wealth Partners, LLC | 0.30% | Add +1081.3% | 79,125 | $3.6M |
| Arete Wealth Advisors, LLC | 0.33% | Add +25.8% | 78,993 | $3.6M |
| WealthPLAN Partners, LLC | 0.37% | Add +76.0% | 78,900 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +33.6% | 78,861 | $3.6M |
| Moneywise, Inc. | 1.95% | New | 78,547 | $3.6M |
| Randall & Associates Wealth Management | 3.14% | Add +8.1% | 76,387 | $3.5M |
| Squarepoint Ops LLC | 0.01% | Reduce -32.3% | 76,046 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +72.8% | 75,543 | $3.4M |
| Sheridan Capital Management, LLC | 2.59% | Reduce -1.6% | 75,319 | $3.4M |
| LifePlan Investment Advisors, Inc. | 2.73% | Add +36.4% | 75,199 | $3.4M |
| Summit Wealth Partners, LLC | 0.73% | Add +31.2% | 74,639 | $3.4M |
| Ignite Planners, LLC | 0.95% | Add +38.0% | 75,016 | $3.4M |
| WJ Wealth Management, LLC | 1.33% | New | 73,245 | $3.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.53% | Add +79.3% | 73,241 | $3.3M |
| Central Pacific Bank - Trust Division | 0.43% | — | 73,623 | $3.3M |
| Lansing Street Advisors | 1.46% | Add +52.2% | 71,206 | $3.2M |
| Concorde Asset Management, LLC | 2.21% | Add +35.7% | 70,867 | $3.2M |
| KFA Private Wealth Group, LLC | 1.00% | Add +16.9% | 70,694 | $3.2M |
| Keebeck Wealth Management | 0.47% | Add +54.8% | 70,509 | $3.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -24.2% | 69,915 | $3.2M |
| Maxwell Wealth Strategies Inc. | 1.59% | Add +10.2% | 70,096 | $3.1M |
| VestGen Investment Management | 0.95% | Add +23.0% | 68,316 | $3.1M |
| Creative Financial Designs Inc. | 0.29% | Add +45.5% | 67,853 | $3.1M |
| First Heartland Consultants, Inc. | 0.31% | Add +70.3% | 66,258 | $3.0M |
| Redwood Investment Management, LLC | 0.28% | Add +14.5% | 65,594 | $3.0M |
| Legacy Edge Advisors, LLC | 0.60% | Reduce -40.8% | 63,585 | $2.9M |
| Outlook Wealth Advisors, LLC | 0.89% | New | 62,903 | $2.9M |
| Richard W. Paul & Associates, LLC | 1.14% | New | 62,719 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.05% | New | 62,676 | $2.9M |
| Sunesis Advisors, LLC | 1.62% | Add +0.5% | 60,691 | $2.8M |
| FC Advisory LLC | 1.02% | Add +1.4% | 60,483 | $2.8M |
| Opal Wealth Advisors, LLC | 0.92% | Add +0.1% | 59,756 | $2.7M |
| Evolution Wealth Advisors, LLC | 0.52% | No change | 59,603 | $2.7M |
| Sutton Place Investors LLC | 1.34% | Add +93.7% | 59,179 | $2.7M |
| ETF Portfolio Partners, Inc. | 0.85% | Reduce -1.1% | 59,128 | $2.7M |
| Theory Financial LLC | 1.37% | Add +210.3% | 58,856 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +17.6% | 58,508 | $2.7M |
| Sovereign Financial Group, Inc. | 0.70% | Add +45.5% | 58,029 | $2.6M |
| Bush Investment Group, LLC | 2.31% | Add +0.4% | 57,356 | $2.6M |
| Wealthstar Advisors, LLC | 0.89% | Reduce -1.8% | 55,951 | $2.6M |
| Phillips Financial Management, LLC | 0.21% | Reduce -11.4% | 55,757 | $2.5M |
| Nwam LLC | 0.20% | Add +47.0% | 56,506 | $2.5M |
| Clear Creek Financial Management, LLC | 0.32% | Add +64.6% | 55,607 | $2.5M |
| Visionary Wealth Advisors | 0.17% | Reduce -15.8% | 55,486 | $2.5M |
| Montecito Bank & Trust | 0.50% | Add +4.2% | 54,894 | $2.5M |
| Howard Capital Management, LLC | 0.27% | New | 54,118 | $2.5M |
| Continuum Advisory, LLC | 0.37% | Add +14.8% | 54,423 | $2.4M |
| Financial Advocates Investment Management | 0.14% | Reduce -32.6% | 53,362 | $2.4M |
| Aspire Private Capital, LLC | 0.64% | Add +33.0% | 53,276 | $2.4M |
| Institutional & Family Asset Management, LLC | 0.38% | Add +6.1% | 52,193 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +34.9% | 51,357 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -8.0% | 51,269 | $2.3M |
| Seneca Financial Advisors LLC | 1.24% | Reduce -11.0% | 51,050 | $2.3M |
| Investment Advisory Group, LLC | 0.96% | Add +3.1% | 51,006 | $2.3M |
| Creative Planning | 0.00% | Add +125.6% | 50,113 | $2.3M |
| Gen-Wealth Partners Inc | 1.12% | — | 49,713 | $2.3M |
| Cooper Financial Group | 0.37% | Add +19.7% | 49,360 | $2.3M |
| Geneos Wealth Management Inc. | 0.10% | Add +10.1% | 48,344 | $2.2M |
| Leavell Investment Management, Inc. | 0.12% | Add +0.7% | 47,364 | $2.2M |
| WR Wealth Planners, LLC | 0.67% | Reduce -12.8% | 47,044 | $2.1M |
| Absolute Capital Management, LLC | 1.36% | Add +30.8% | 46,890 | $2.1M |
| JT Stratford LLC | 0.42% | Add +332.1% | 46,604 | $2.1M |
| Patriot Investment Management Group, Inc. | 0.17% | Add +5.2% | 46,522 | $2.1M |
| Vertex Planning Partners, LLC | 0.57% | Add +98.0% | 45,156 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -20.8% | 44,234 | $2.0M |
| Tempus Wealth Planning, LLC | 0.87% | Add +5.9% | 43,510 | $2.0M |
| Apella Capital, LLC | 0.10% | Reduce -13.3% | 43,886 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Reduce -5.4% | 43,000 | $2.0M |
| Foster Group, Inc. | 0.10% | New | 42,934 | $2.0M |
| WBH Advisory Inc. | 0.20% | Reduce -1.9% | 42,101 | $1.9M |
| Emergent Wealth Advisors, LLC | 1.63% | Reduce -9.6% | 39,739 | $1.9M |
| Stephens Inc. | 0.03% | Add +0.6% | 41,275 | $1.9M |
| W Advisors, LLC | 1.29% | Add +134.3% | 41,258 | $1.9M |
| Western Wealth Management, LLC | 0.14% | Add +6.9% | 39,544 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -6.6% | 38,768 | $1.8M |
| Pettinga Financial Advisors LLC | 0.45% | Add +46.3% | 38,673 | $1.8M |
| Financial Gravity Asset Management, Inc. | 0.49% | Reduce -98.2% | 37,534 | $1.7M |
| Oliver Lagore Vanvalin Investment Group | 0.52% | Add +18.9% | 37,750 | $1.7M |
| Courier Capital LLC | 0.12% | Add +12.7% | 37,186 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Reduce -97.7% | 37,007 | $1.7M |
| Resurgent Financial Advisors LLC | 0.91% | Add +38.5% | 36,986 | $1.7M |
| IRON Financial LLC | 0.94% | Add +0.6% | 36,970 | $1.7M |
| Columbus Macro, LLC | 0.63% | Add +2.5% | 36,611 | $1.7M |
| Modern Wealth Management, LLC | 0.15% | New | 36,557 | $1.7M |
| Agilis Partners LLC | 0.42% | Reduce -61.4% | 36,505 | $1.7M |
| Private Trust Co. NA | 0.18% | Add +16.0% | 36,059 | $1.6M |
| Kelly Financial Services LLC | 0.63% | Add +20.4% | 35,900 | $1.6M |
| NBT Bank, N.A. | 0.12% | Reduce -26.4% | 35,116 | $1.6M |
| Coldstream Capital Management Inc. | 0.04% | Add +66.4% | 35,092 | $1.6M |
| Independent Financial Group, LLC | 0.07% | Add +28.8% | 34,650 | $1.6M |
| Eight 31 Financial, LLC | 0.99% | New | 34,421 | $1.6M |
| Ascent Group, LLC | 0.14% | Reduce -0.0% | 34,408 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -37.7% | 34,174 | $1.6M |
| CAP Partners, LLC | 1.34% | Add +21.1% | 33,353 | $1.5M |
| Buttonwood Financial Group, LLC | 0.89% | Add +7.3% | 33,005 | $1.5M |
| Wbi Investments, LLC | 0.31% | New | 32,681 | $1.5M |
| Catalina Capital Group, LLC | 0.64% | Add +88.3% | 32,589 | $1.5M |
| Dentgroup LLC | 1.23% | Add +85.9% | 32,463 | $1.5M |
| TrueWealth Advisors, LLC | 0.57% | Add +11.3% | 32,282 | $1.5M |
| LexAurum Advisors, LLC | 0.37% | Add +39.6% | 31,739 | $1.4M |
| Aptus Capital Advisors, LLC | 0.03% | Add +4137.2% | 31,525 | $1.4M |
| Appleton Partners Inc. | 0.11% | Reduce -5.6% | 31,454 | $1.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0.83% | Add +224.5% | 31,236 | $1.4M |
| Tritonpoint Wealth, LLC | 0.15% | Reduce -34.3% | 20,107 | $1.4M |
| Renasant Bank | 0.99% | Add +7.9% | 30,643 | $1.4M |
| OMNI 360 Wealth, Inc. | 1.11% | Add +50.6% | 29,338 | $1.3M |
| Detalus Advisors, LLC | 0.47% | Add +9.4% | 28,941 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -9.7% | 28,595 | $1.3M |
| FinTrust Capital Advisors, LLC | 0.25% | Add +28.2% | 28,512 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -10.7% | 28,414 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +10.4% | 28,382 | $1.3M |
| Perennial Investment Advisors, LLC | 0.20% | Add +49.2% | 28,321 | $1.3M |
| Argent Advisors, Inc. | 0.50% | Add +8.9% | 27,916 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | New | 27,827 | $1.3M |
| Windward Private Wealth Management Inc. | 0.52% | Add +6.0% | 27,803 | $1.3M |
| Klaas Financial Asset Advisors, LLC | 0.25% | Add +3.2% | 27,687 | $1.3M |
| American National Bank & Trust Co. | 0.30% | — | 27,620 | $1.3M |
| Parsons Capital Management Inc. | 0.08% | Reduce -4.2% | 27,063 | $1.2M |
| Journey Strategic Wealth LLC | 0.05% | New | 26,884 | $1.2M |
| Linscomb Wealth, Inc. | 0.06% | Reduce -1.1% | 26,374 | $1.2M |
| Tarbox Family Office, Inc. | 0.21% | Add +19.6% | 26,188 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | Add +5.3% | 25,538 | $1.2M |
| RHS Financial, LLC | 0.67% | Add +31.7% | 25,132 | $1.1M |
| Richardson Financial Services Inc. | 0.80% | Add +12.0% | 24,908 | $1.1M |
| Two Sigma Securities, LLC | 0.06% | New | 24,828 | $1.1M |
| Farrell Financial LLC | 0.90% | Add +0.2% | 24,015 | $1.1M |
| Alternative Investment Advisors, LLC. | 0.66% | Add +355.3% | 24,129 | $1.1M |
| Eq LLC | 0.67% | Add +209.4% | 23,766 | $1.1M |
| Beacon Financial Advisory LLC | 0.53% | Add +67.3% | 23,729 | $1.1M |
| Capital Investment Counsel, LLC | 0.23% | Add +21.2% | 23,616 | $1.1M |
| Meridian Wealth Partners, LLC | 0.19% | No change | 23,595 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +0.2% | 23,391 | $1.1M |
| Western Financial Corp | 0.65% | Add +21.5% | 23,344 | $1.1M |
| MN Wealth Advisors, LLC | 0.66% | Add +3.9% | 23,292 | $1.1M |
| Richard P Slaughter Associates Inc | 0.26% | Add +2.6% | 23,162 | $1.1M |
| Betterment LLC | 0.00% | Add +62.0% | 22,773 | $1.0M |
| Beverly Hills Private Wealth, LLC | 0.24% | Add +19.4% | 22,700 | $1.0M |
| Certus Wealth Management, LLC | 0.82% | No change | 23,087 | $1.0M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -2.6% | 22,346 | $1.0M |
| Wells Financial Advisors INC | 0.69% | Add +0.9% | 22,330 | $1.0M |
| BOS Asset Management, LLC | 0.53% | Reduce -50.0% | 22,319 | $1.0M |
| Semmax Financial Advisors Inc. | 0.33% | Add +106.9% | 22,617 | $1.0M |
| ETF Store, Inc. | 0.58% | Add +12.2% | 22,112 | $1.0M |
| Range Financial Group LLC | 0.52% | Add +19.9% | 22,044 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.35% | Add +14.9% | 22,011 | $1.0M |
| Flow Traders U.S. LLC | 0.05% | New | 21,850 | $996K |
| CoreCap Advisors, LLC | 0.05% | Add +69.9% | 21,743 | $991K |
| World Equity Group, Inc. | 0.20% | Reduce -11.1% | 21,601 | $985K |
| Morris Financial Concepts, Inc. | 0.48% | Add +5.9% | 20,644 | $941K |
| Harbor Group, Inc. | 0.25% | Add +0.1% | 20,551 | $937K |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -9.3% | 21,000 | $932K |
| Pinnacle Family Advisors, LLC | 0.50% | Add +57.5% | 20,384 | $929K |
| Patton Albertson Miller Group, LLC | 0.14% | Reduce -83.0% | 19,919 | $908K |
| Hill Island Financial LLC | 0.30% | Add +11.8% | 19,890 | $907K |
| Aveo Capital Partners, LLC | 0.10% | Add +0.4% | 19,979 | $895K |
| HUB Investment Partners, LLC | 0.05% | Add +2.0% | 19,167 | $874K |
| New Republic Capital, LLC | 0.55% | Add +39.9% | 18,957 | $864K |
| Daymark Wealth Partners, LLC | 0.05% | Add +69.0% | 18,925 | $863K |
| 1900 Wealth Management LLC | 0.08% | Reduce -76.0% | 18,807 | $857K |
| Vantage Financial Partners, LLC | 0.23% | Reduce -4.1% | 18,601 | $848K |
| Cahill Financial Advisors Inc. | 0.11% | Add +7.7% | 18,360 | $837K |
| Raleigh Capital Management Inc. | 0.36% | Add +58.6% | 18,221 | $831K |
| Burt Wealth Advisors | 0.21% | Add +2.6% | 18,147 | $827K |
| TFB Advisors LLC | 0.30% | Add +98.9% | 18,542 | $823K |
| Old North State Trust, LLC | 0.70% | — | 18,058 | $823K |
| Baron Silver Stevens Financial Advisors, LLC | 0.16% | Add +141.9% | 17,632 | $804K |
| Shira Ridge Wealth Management | 0.46% | Add +2.5% | 17,624 | $803K |
| Lifeworks Advisors, LLC | 0.22% | New | 17,560 | $801K |
| Wealthspire Retirement, LLC | 0.07% | Add +184.1% | 17,557 | $800K |
| &partners | 0.11% | Add +144.1% | 17,475 | $797K |
| Aspiriant, LLC | 0.03% | Reduce -2.6% | 17,245 | $786K |
| NewEdge Wealth, LLC | 0.02% | Add +254.3% | 17,602 | $785K |
| Level Four Advisory Services, LLC | 0.04% | No change | 17,019 | $784K |
| Cornerstone Planning Group LLC | 0.24% | Reduce -39.1% | 17,459 | $783K |
| Mgo One Seven LLC | 0.04% | Add +48.2% | 16,970 | $774K |
| Aspire Wealth Management Corp | 0.46% | Add +63.2% | 16,782 | $765K |
| Private Capital Management LLC | 0.17% | Reduce -9.2% | 16,744 | $763K |
| W.H. Cornerstone Investments Inc. | 0.55% | Reduce -26.0% | 16,727 | $763K |
| Avior Wealth Management, LLC | 0.03% | Add +9505.4% | 16,137 | $736K |
| Midwest Heritage Bank, FSB | 0.38% | Add +43.1% | 15,839 | $722K |
| Napatree Capital LLC | 0.69% | Add +3.6% | 16,003 | $710K |
| FWG Investments, LLC. | 0.74% | Add +18.9% | 14,949 | $682K |
| DAVENPORT & Co LLC | 0.00% | Add +28.2% | 14,798 | $675K |
| Objective Capital Management, LLC | 0.46% | Add +55.5% | 14,797 | $675K |
| ShoreHaven Wealth Partners, LLC | 0.36% | Add +9.9% | 14,507 | $661K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -4.1% | 14,482 | $660K |
| Cresset Asset Management, LLC | 0.00% | Add +23.7% | 14,398 | $656K |
| Latitude Advisors, LLC | 0.40% | Add +53.3% | 14,182 | $647K |
| Kingdom Financial Group LLC. | 0.45% | Add +111.6% | 13,990 | $638K |
| Syntegra Private Wealth Group, LLC | 0.08% | Add +49.0% | 13,824 | $630K |
| BOK Financial Private Wealth, Inc. | 0.05% | Reduce -5.1% | 13,691 | $624K |
| Essential Planning, LLC. | 0.31% | No change | 13,504 | $622K |
| Coordinated Financial Services, Inc. | 0.55% | — | 13,610 | $620K |
| Schmidt P J Investment Management Inc. | 0.12% | Add +26.7% | 13,584 | $619K |
| Beacon Financial Group | 0.07% | Add +56.9% | 13,569 | $619K |
| Financial Counselors Inc. | 0.01% | Add +2.4% | 13,379 | $610K |
| StoneX Group Inc. | 0.05% | Reduce -16.6% | 13,273 | $605K |
| Scotia Capital Inc. | 0.00% | No change | 13,197 | $602K |
| World Investment Advisors | 0.09% | Reduce -84.0% | 13,066 | $596K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -38.6% | 12,942 | $590K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Reduce -13.3% | 12,913 | $589K |
| Veracity Capital LLC | 0.23% | Add +20.0% | 12,902 | $588K |
| Spinnaker Trust | 0.04% | Reduce -17.1% | 12,794 | $583K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.2% | 12,541 | $572K |
| RFP Financial Group LLC | 0.22% | Add +0.1% | 12,280 | $560K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +4.1% | 12,169 | $555K |
| Ellevest, Inc. | 0.03% | New | 12,082 | $551K |
| Sound Income Strategies, LLC | 0.04% | Add +37.8% | 12,073 | $550K |
| Sunbelt Securities, Inc. | 0.06% | Add +1.0% | 12,037 | $549K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.5% | 11,982 | $546K |
| Semus Wealth Partners LLC | 0.46% | Add +5.3% | 11,857 | $541K |
| Pallas Capital Advisors LLC | 0.02% | Add +8.4% | 11,789 | $537K |
| Howe & Rusling Inc. | 0.05% | Add +5.7% | 11,715 | $534K |
| Verity Asset Management, Inc. | 0.30% | Reduce -17.1% | 11,673 | $532K |
| 17 Capital Partners, LLC | 0.39% | New | 11,618 | $530K |
| McAdam, LLC | 0.03% | Add +16.0% | 11,570 | $527K |
| Marino, Stram & Associates LLC | 0.12% | New | 11,527 | $526K |
| Interchange Capital Partners, LLC | 0.34% | Add +43.8% | 10,677 | $509K |
| RDA Financial Network | 0.17% | Add +61.7% | 11,114 | $507K |
| Financial Connections Group, Inc. | 0.55% | Add +6.7% | 11,061 | $505K |
| Cape Investment Advisory, Inc. | 0.23% | Reduce -13.6% | 10,638 | $485K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +47.5% | 10,465 | $477K |
| Argent Trust Co | 0.02% | No change | 10,458 | $477K |
| Axxcess Wealth Management, LLC | 0.01% | Add +119.9% | 10,384 | $473K |
| LongView Wealth Management | 0.19% | Reduce -20.9% | 10,345 | $472K |
| Global Financial Private Client, LLC | 0.20% | Add +27.4% | 10,299 | $465K |
| Flagstar Securities, Inc. | 0.13% | Add +70.7% | 10,139 | $462K |
| Bellwether Advisors, LLC | 0.10% | No change | 10,087 | $460K |
| TCWP LLC | 1.22% | Add +31.7% | 10,033 | $457K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +23.3% | 9,736 | $444K |
| Insight Wealth Partners, LLC | 0.29% | Add +45.2% | 9,649 | $440K |
| SageView Advisory Group, LLC | 0.02% | New | 3,739 | $438K |
| Quadcap Wealth Management, LLC | 0.10% | Add +11.9% | 9,508 | $433K |
| Heritage Wealth Management, LLC | 0.22% | Reduce -7.7% | 9,497 | $433K |
| Hobart Private Capital, LLC | 0.13% | Add +8.9% | 9,414 | $429K |
| Arkadios Wealth Advisors | 0.03% | Add +4.3% | 9,287 | $423K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +3.9% | 9,281 | $423K |
| Vermillion & White Wealth Management Group, LLC | 0.33% | No change | 9,196 | $419K |
| Strategy Asset Managers LLC | 0.09% | New | 8,957 | $408K |
| Smartleaf Asset Management LLC | 0.08% | Add +49.6% | 8,915 | $407K |
| City State Bank | 0.18% | Add +7.0% | 8,805 | $401K |
| Waverly Advisors, LLC | 0.01% | New | 8,729 | $398K |
| ICA Group Wealth Management, LLC | 0.08% | Add +26.4% | 8,654 | $395K |
| 180 Wealth Advisors, LLC | 0.07% | Add +23.6% | 8,540 | $389K |
| Imprint Wealth LLC | 0.09% | Add +46.7% | 8,600 | $388K |
| Family Capital Trust Co | 0.13% | No change | 8,502 | $388K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -74.5% | 8,465 | $386K |
| Criterion Capital Advisors, LLC | 0.25% | Add +19.9% | 8,376 | $382K |
| Davidson Investment Advisors | 0.02% | Reduce -21.5% | 8,347 | $381K |
| Fiduciary Trust Co | 0.01% | Reduce -21.4% | 8,289 | $378K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +56.9% | 8,246 | $376K |
| MSH Capital Advisors LLC | 0.13% | Add +30.1% | 8,174 | $373K |
| Keystone Financial Group | 0.05% | Reduce -0.1% | 8,099 | $369K |
| Snider Financial Group | 0.15% | Add +0.7% | 7,696 | $351K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 7,648 | $349K |
| Savant Capital, LLC | 0.00% | Add +4.4% | 7,403 | $338K |
| Trilogy Capital Inc. | 0.02% | Add +25.4% | 7,393 | $337K |
| Fulcrum Equity Management | 0.40% | Add +18.8% | 7,351 | $335K |
| Lion Street Advisors, LLC | 0.14% | No change | 7,250 | $334K |
| Independent Wealth Network Inc. | 0.16% | Add +3.9% | 7,284 | $332K |
| Aua Capital Management, LLC | 0.18% | New | 6,994 | $319K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.6% | 6,980 | $318K |
| Destiny Wealth Partners, LLC | 0.06% | No change | 6,754 | $308K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +46.1% | 6,735 | $307K |
| Darden Wealth Group Inc | 0.24% | Add +2.4% | 6,724 | $307K |
| Successful Portfolios LLC | 0.21% | Reduce -2.4% | 6,690 | $305K |
| Cibc World Market Inc. | 0.00% | Add +25.0% | 6,631 | $302K |
| Ameritas Advisory Services, LLC | 0.01% | Add +40.5% | 6,646 | $302K |
| Commerce Bank | 0.00% | New | 6,601 | $301K |
| Bank of Montreal | 0.00% | Add +383.1% | 6,526 | $298K |
| Freedom Investment Management, Inc. | 0.02% | Add +27.0% | 6,478 | $295K |
| International Assets Investment Management, LLC | 0.03% | Reduce -42.0% | 6,533 | $295K |
| Raymond James Trust N.A. | 0.01% | Add +34.0% | 6,298 | $287K |
| Panoramic Investment Advisors, LLC | 0.21% | Reduce -43.8% | 6,287 | $287K |
| Prospera Financial Services Inc | 0.01% | Add +31.8% | 6,269 | $286K |
| Baker Tilly Wealth Management, LLC | 0.05% | Reduce -20.8% | 6,212 | $283K |
| Fermata Advisors, LLC | 0.06% | Add +30.3% | 6,137 | $280K |
| Evergreen Capital Management LLC | 0.01% | New | 6,000 | $274K |
| Redwood Financial Network Corp | 0.24% | Add +0.3% | 5,984 | $273K |
| Hartline Investment Corp./ | 0.05% | New | 5,921 | $270K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | No change | 5,921 | $270K |
| AQR Capital Management | 0.00% | New | 5,752 | $262K |
| Strategic Equity Management | 0.22% | Reduce -78.8% | 5,698 | $260K |
| IHT Wealth Management, LLC | 0.01% | Reduce -28.1% | 5,682 | $259K |
| Valmark Advisers, Inc. | 0.00% | Reduce -3.6% | 5,630 | $257K |
| Capital Asset Advisory Services LLC | 0.01% | New | 5,558 | $250K |
| Prairie Wealth Advisors, Inc. | 0.12% | — | 5,461 | $249K |
| New Century Financial Group, LLC | 0.17% | New | 5,458 | $249K |
| Empirical Asset Management, LLC | 0.12% | New | 5,418 | $247K |
| Capital Planning Advisors, LLC | 0.04% | New | 5,360 | $244K |
| Trust Point Inc. | 0.02% | Reduce -97.9% | 5,358 | $244K |
| Commonwealth Retirement Investments LLC | 0.12% | Add +18.6% | 5,352 | $244K |
| Francis Financial, Inc. | 0.08% | New | 5,323 | $243K |
| MidAtlantic Capital Management, Inc. | 0.21% | No change | 5,318 | $242K |
| Able Wealth Management LLC | 0.21% | Reduce -9.8% | 5,190 | $237K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -15.1% | 5,185 | $236K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,044 | $230K |
| Magnus Financial Group LLC | 0.03% | New | 5,043 | $230K |
| Cadence Bank | 0.02% | Add +10.3% | 5,030 | $229K |
| Summit X, LLC | 0.06% | Reduce -7.6% | 5,013 | $229K |
| GC Wealth Management RIA, LLC | 0.05% | New | 4,978 | $227K |
| NorthRock Partners, LLC | 0.01% | Add +7.0% | 4,972 | $227K |
| Altiora Financial Group, LLC | 0.06% | New | 4,964 | $226K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | New | 4,952 | $226K |
| TD Private Client Wealth LLC | 0.01% | Add +13.3% | 4,930 | $225K |
| QRG Capital Management, Inc. | 0.00% | New | 4,886 | $223K |
| Eudaimonia Partners, LLC | 0.05% | New | 4,870 | $222K |
| Beacon Bridge Wealth Partners, LLC | 0.10% | Reduce -29.6% | 4,835 | $220K |
| Sfmg, LLC | 0.02% | New | 4,750 | $217K |
| Scott Capital Advisors, LLC | 0.07% | New | 4,751 | $215K |
| Madison Wealth Partners, Inc | 0.08% | Reduce -6.6% | 4,693 | $214K |
| Quad-Cities Investment Group, LLC | 0.13% | Reduce -49.8% | 4,689 | $214K |
| Personal Cfo Solutions, LLC | 0.03% | Add +3.0% | 4,599 | $210K |
| Atlas Brown,Inc. | 0.07% | New | 4,462 | $203K |
| Hazlett, Burt & Watson, Inc. | 0.12% | Add +0.2% | 4,440 | $203K |
| Greenwood Capital Associates LLC | 0.03% | New | 4,443 | $203K |
| First Hawaiian Bank | 0.01% | New | 4,443 | $203K |
| Resonant Capital Advisors, LLC | 0.02% | New | 4,417 | $201K |
| Ehrlich Financial Group | 0.17% | Reduce -89.6% | 4,411 | $201K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -13.6% | 4,406 | $201K |
| Waterloo Capital, L.P. | 0.03% | Reduce -14.6% | 4,397 | $200K |
| Salem Investment Counselors Inc. | 0.01% | No change | 3,961 | $181K |
| Financial Management Professionals, Inc. | 0.03% | No change | 3,843 | $175K |
| Stephens Consulting, LLC | 0.05% | Reduce -28.1% | 3,636 | $166K |
| Element Wealth, LLC | 0.10% | Add +601.8% | 3,614 | $165K |
| Lanark Financial, Inc. | 0.01% | Add +0.1% | 3,354 | $152K |
| Sugarloaf Wealth Management, LLC | 0.03% | New | 3,290 | $150K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 3,071 | $140K |
| Bogart Wealth, LLC | 0.01% | No change | 3,000 | $137K |
| Mather Group, Llc. | 0.00% | New | 2,616 | $121K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.1% | 2,612 | $119K |
| Signaturefd, LLC | 0.00% | Add +10104.5% | 2,245 | $102K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,975 | $90K |
| CVA Family Office, LLC | 0.02% | New | 1,969 | $90K |
| Colonial Trust Co / SC | 0.02% | No change | 1,897 | $86K |
| Woodmont Investment Counsel LLC | 0.01% | New | 1,751 | $80K |
| Harbor Investment Advisory, LLC | 0.01% | Add +16.5% | 1,681 | $77K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -29.7% | 1,659 | $76K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.1% | 1,482 | $68K |
| Clear Point Advisors Inc. | 0.06% | Reduce -6.3% | 1,474 | $67K |
| Realta Investment Advisors | 0.01% | New | 1,456 | $66K |
| REAP Financial Group, LLC | 0.02% | Add +35.8% | 1,388 | $63K |
| Sandy Spring Bank | 0.00% | No change | 1,286 | $59K |
| Joseph Group Capital Management | 0.03% | New | 1,239 | $56K |
| LGT Financial Advisors LLC | 0.07% | Add +476.5% | 1,228 | $56K |
| Parallel Advisors, LLC | 0.00% | Reduce -51.0% | 1,210 | $55K |
| MCF Advisors LLC | 0.00% | No change | 1,088 | $50K |
| Family Asset Management, LLC | 0.02% | No change | 861 | $39K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 837 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 797 | $36K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +59.1% | 754 | $34K |
| Tucker Asset Management LLC | 0.01% | No change | 707 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +23333.3% | 703 | $32K |
| Simplex Trading, LLC | 0.00% | Add +7.9% | 712 | $32K |
| Key Financial Inc | 0.01% | No change | 693 | $32K |
| Pineridge Advisors LLC | 0.01% | No change | 609 | $28K |
| Silver Oak Securities, Incorporated | 0.00% | Add +67.6% | 575 | $26K |
| Concord Wealth Partners | 0.00% | Reduce -48.0% | 528 | $24K |
| TD Capital Management LLC | 0.00% | Add +0.4% | 482 | $22K |
| Arlington Trust Co LLC | 0.01% | Reduce -7.4% | 426 | $19K |
| Scarborough Advisors, LLC | 0.01% | Add +75.0% | 392 | $18K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 380 | $17K |
| Clean Yield Group | 0.01% | New | 343 | $16K |
| Sage Mountain Advisors LLC | 0.00% | New | 335 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 334 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 290 | $13K |
| Gradient Investments LLC | 0.00% | Add +111.1% | 247 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 237 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $11K |
| Investors Research Corp | 0.00% | No change | 210 | $10K |
| WFA Asset Management Corp | 0.00% | Add +0.5% | 203 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 188 | $8K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +10.8% | 174 | $8K |
| Wiser Advisor Group LLC | 0.01% | No change | 167 | $8K |
| NewSquare Capital LLC | 0.00% | New | 162 | $7K |
| Hilltop National Bank | 0.00% | — | 157 | $7K |
| First Pacific Financial | 0.00% | No change | 142 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 133 | $6K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 133 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +594.7% | 132 | $6K |
| Caitlin John, LLC | 0.00% | No change | 108 | $5K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 97 | $4K |
| Piscataqua Savings Bank | 0.00% | New | 89 | $4K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.2% | 87 | $4K |
| Integrity Financial Corp | 0.00% | No change | 75 | $3K |
| NFSG Corp | 0.00% | New | 75 | $3K |
| HM Payson & Co. | 0.00% | New | 73 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 41 | $2K |
| Tidemark, LLC | 0.00% | No change | 37 | $2K |
| Atticus Wealth Management, LLC | 0.00% | New | 34 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 33 | $2K |
| Archer Investment Corp | 0.00% | No change | 20 | $912 |
| Fortitude Family Office, LLC | 0.00% | Reduce -98.1% | 19 | $866 |
| Private Wealth Management Group, LLC | 0.00% | New | 17 | $776 |
| Salomon & Ludwin, LLC | 0.00% | No change | 17 | $775 |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 5 | $228 |
| Nemes Rush Group LLC | 0.00% | No change | 5 | $228 |
| First Manhattan Co. Llc. | 0.00% | No change | 2 | $91 |
| Balefire, LLC | 0.00% | Reduce -50.0% | 1 | $64 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $46 |
"% of holder's portfolio" is IUSB's weight in each manager's 13F, not the share of Ishr CR Unvrse Usd BD ETF-Ui the manager owns.