Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q2 2024 (June 30)649holders +16
58new positions
53sold out
3famous investors
$45.20avg. 13F price*
At the end of Q2 2024, 649 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 16 from Q1 2024. 58 opened new positions and 53 sold out. The largest holders were Envestnet Asset Management Inc. ($5.9B), BlackRock Inc. ($2.7B) and Jones Financial Companies LLLP ($2.4B). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q2 2024)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $197.4M |
| Exits | 53 | $61.5M |
All 13F filers, Q1 2024 → Q2 2024: 26,168,150 shares bought and 17,773,026 shares sold, net +8,395,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 649 holders
| Envestnet Asset Management Inc. | 2.07% | Reduce -2.3% | 131,303,147 | $5.9B |
| BlackRock Inc. | 0.06% | Add +5.0% | 59,868,472 | $2.7B |
| Jones Financial Companies LLLP | 2.72% | Add +5.0% | 51,981,863 | $2.4B |
| Wells Fargo & Company | 0.47% | Add +0.2% | 40,129,865 | $1.8B |
| LPL Financial LLC | 0.74% | Add +2.2% | 32,698,037 | $1.5B |
| Envestnet Portfolio Solutions, Inc. | 3.11% | Add +0.3% | 19,689,119 | $890.3M |
| Northwestern Mutual Wealth Management Co. | 0.88% | Reduce -8.0% | 19,618,427 | $887.2M |
| Morgan Stanley | 0.07% | Reduce -1.0% | 19,091,724 | $863.3M |
| JPMorgan Chase & Co. | 0.07% | Add +8.0% | 18,065,694 | $816.9M |
| Cwm, LLC | 3.81% | Reduce -10.8% | 17,842,309 | $806.8M |
| Park Avenue Securities LLC | 5.86% | Reduce -2.4% | 10,607,723 | $479.7M |
| Ameriprise Financial Inc. | 0.12% | Add +4.7% | 9,675,872 | $437.6M |
| Cetera Investment Advisers | 0.93% | Add +3.6% | 8,963,758 | $405.3M |
| Janney Montgomery Scott LLC | 1.13% | Add +1.5% | 8,202,851 | $370.9M |
| Mariner, LLC | 0.64% | Add +13.2% | 7,352,713 | $332.5M |
| OneDigital Investment Advisors LLC | 4.04% | Add +33.5% | 7,155,723 | $323.6M |
| Bank of New York Mellon Corp | 0.06% | Add +8.6% | 7,126,421 | $322.3M |
| MML Investors Services, LLC | 1.26% | Reduce -0.9% | 6,919,221 | $312.9M |
| United Capital Financial Advisors, LLC | 2.05% | Reduce -2.7% | 5,258,238 | $237.8M |
| SigFig Wealth Management, LLC | 6.31% | Add +3.8% | 3,712,452 | $167.9M |
| GeoWealth Management, LLC | 7.05% | Add +4.4% | 3,585,490 | $162.1M |
| Commonwealth Equity Services, LLC | 0.25% | Add +5.0% | 3,432,951 | $155.2M |
| Private Ocean, LLC | 11.72% | Add +6.5% | 2,937,092 | $132.8M |
| Bank of America Corp. | 0.01% | Reduce -2.2% | 2,850,792 | $128.9M |
| Kestra Investment Management, LLC | 8.77% | — | 2,847,317 | $128.8M |
| Sanctuary Advisors, LLC | 0.91% | — | 2,808,728 | $124.8M |
| JB Capital LLC | 7.63% | Reduce -1.8% | 2,693,421 | $121.8M |
| Allworth Financial LP | 0.77% | Add +3.5% | 2,621,841 | $119.6M |
| Stifel Financial Corp. | 0.13% | Add +3.7% | 2,600,174 | $117.6M |
| Royal Bank of Canada | 0.03% | Add +8.0% | 2,514,056 | $113.7M |
| Raymond James & Associates | 0.07% | Add +4.0% | 2,467,123 | $111.6M |
| Mason & Associates, LLC | 35.30% | New | 2,377,813 | $107.5M |
| UBS Group AG | 0.03% | Add +18.6% | 2,344,577 | $106.0M |
| Osaic Holdings, Inc. | 0.23% | Add +9.9% | 2,196,433 | $99.3M |
| NewEdge Advisors, LLC | 0.70% | Add +33.4% | 2,129,449 | $96.3M |
| Foundations Investment Advisors, LLC | 2.33% | Reduce -4.7% | 2,120,877 | $95.9M |
| Atria Wealth Solutions, Inc. | 1.00% | Add +5.5% | 1,990,604 | $90.0M |
| McMorgan & Co. LLC | 13.06% | Reduce -3.4% | 1,820,214 | $82.3M |
| US Bancorp \de | 0.11% | Reduce -2.2% | 1,735,306 | $78.5M |
| FMR LLC | 0.00% | Add +47.6% | 1,549,198 | $70.1M |
| Integrated Wealth Concepts LLC | 0.94% | Add +297.7% | 1,527,143 | $69.1M |
| Sharkey, Howes & Javer | 10.82% | Add +0.3% | 1,480,106 | $66.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -71.3% | 1,434,803 | $64.9M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +15.3% | 1,351,344 | $61.1M |
| Assetmark, Inc. | 0.18% | Add +8.1% | 1,303,064 | $58.9M |
| Atria Investments, Inc | 0.73% | Reduce -11.4% | 1,253,137 | $56.7M |
| High Falls Advisors, Inc | 13.60% | Add +1.9% | 1,238,051 | $56.0M |
| Truist Financial Corp. | 0.08% | Add +10.8% | 1,212,528 | $54.8M |
| Intelligence Driven Advisers, LLC | 7.73% | Add +0.3% | 1,207,253 | $54.6M |
| CreativeOne Wealth, LLC | 2.69% | Reduce -51.0% | 1,172,857 | $53.0M |
| Compass Ion Advisors, LLC | 7.10% | Add +0.7% | 1,090,387 | $49.7M |
| Farther Finance Advisors, LLC | 2.38% | Add +22.0% | 1,096,231 | $49.1M |
| Kestra Advisory Services, LLC | 0.27% | Add +47.9% | 1,083,847 | $49.0M |
| Icon Wealth Advisors, LLC | 4.31% | Reduce -2.5% | 1,049,823 | $48.4M |
| Stone House Investment Management, LLC | 11.97% | Add +6.2% | 1,018,462 | $46.1M |
| SteelPeak Wealth, LLC | 2.17% | Add +2.2% | 1,012,837 | $45.8M |
| Prudential Financial Inc. | 0.07% | Reduce -12.9% | 1,000,513 | $45.2M |
| Blue Trust, Inc. | 0.60% | No change | 965,138 | $44.0M |
| Invst, LLC | 4.83% | Add +13.3% | 976,079 | $43.8M |
| Wealthspire Advisors, LLC | 0.54% | Add +6.0% | 939,485 | $42.5M |
| Affinity Capital Advisors, LLC | 8.81% | Add +16.0% | 927,318 | $41.9M |
| Diversified Portfolios, Inc. | 5.46% | Add +8.1% | 916,226 | $41.4M |
| Avantax Advisory Services, Inc. | 0.29% | Add +9.8% | 914,058 | $41.3M |
| Horst & Graben Wealth Management LLC | 7.78% | Add +9.7% | 900,642 | $40.7M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +41.5% | 880,938 | $39.8M |
| Morningstar Investment Services LLC | 0.43% | Add +17.4% | 870,823 | $39.5M |
| Thrivent Financial for Lutherans | 0.08% | Add +3.7% | 869,810 | $39.3M |
| Destination Wealth Management | 1.26% | Add +1.1% | 844,683 | $38.2M |
| Keybank National Association | 0.15% | Add +2.5% | 836,397 | $37.8M |
| Orion Porfolio Solutions, LLC | 0.39% | Add +2.0% | 821,302 | $37.1M |
| Orion Portfolio Solutions, LLC | 0.39% | Add +2.0% | 821,302 | $37.1M |
| Regions Financial Corp. | 0.27% | Add +8.0% | 793,060 | $35.9M |
| GM Advisory Group, LLC | 2.19% | Reduce -27.7% | 751,127 | $34.0M |
| Avidian Wealth Enterprises, LLC | 1.56% | Add +6.8% | 717,181 | $32.4M |
| Perigon Wealth Management, LLC | 0.94% | Add +1.8% | 715,610 | $32.4M |
| B. Riley Wealth Advisors, Inc. | 0.82% | Add +12.7% | 713,718 | $32.3M |
| Austin Private Wealth, LLC | 3.38% | Reduce -0.8% | 694,299 | $31.4M |
| G2 Capital Management, LLC / Oh | 9.71% | Add +0.2% | 689,976 | $31.2M |
| ONE Advisory Partners, LLC | 13.48% | Add +3.9% | 646,629 | $29.2M |
| Jacobson & Schmitt Advisors, LLC | 6.64% | Add +3.5% | 645,805 | $29.2M |
| PAX Financial Group, LLC | 5.66% | Add +5.6% | 640,609 | $29.0M |
| Brookstone Capital Management | 0.48% | Add +4.1% | 629,842 | $28.9M |
| Strategic Blueprint, LLC | 1.93% | Add +2.1% | 626,644 | $28.3M |
| Stash Investments, LLC | 17.91% | Add +9.5% | 600,733 | $27.2M |
| Arden Trust Co | 3.73% | Add +3.1% | 590,474 | $26.7M |
| Concourse Financial Group Securities, Inc. | 1.66% | Reduce -4.2% | 586,632 | $26.5M |
| ORG Partners LLC | 3.30% | New | 590,182 | $26.5M |
| TNF LLC | 9.38% | Add +2.3% | 559,835 | $25.5M |
| Keystone Financial Services | 10.49% | Add +0.7% | 559,652 | $25.3M |
| Trek Financial, LLC | 2.00% | Reduce -5.2% | 557,722 | $25.2M |
| Focus Partners Wealth | 0.08% | New | 544,420 | $24.6M |
| Elevation Wealth Partners, LLC | 11.56% | Add +7.3% | 539,985 | $24.4M |
| Global Strategic Investment Solutions, LLC | 2.93% | Add +8.9% | 537,082 | $24.3M |
| CFS Investment Advisory Services, LLC | 1.96% | Reduce -5.3% | 533,231 | $24.1M |
| HighTower Advisors, LLC | 0.04% | Add +9.7% | 529,158 | $23.9M |
| Legacy Financial Group LLC | 4.63% | Add +0.1% | 520,254 | $23.5M |
| Bay Harbor Wealth Management, LLC | 8.18% | Reduce -0.5% | 518,726 | $23.5M |
| Stokes Family Office, LLC | 2.73% | Reduce -7.3% | 514,054 | $23.2M |
| Composition Wealth, LLC | 0.57% | Add +24.9% | 512,990 | $23.2M |
| AE Wealth Management LLC | 0.22% | Reduce -3.8% | 484,638 | $21.9M |
| Baird Financial Group, Inc. | 0.05% | Reduce -13.1% | 484,579 | $21.9M |
| Wealth Alliance, LLC | 2.72% | Add +1.1% | 465,292 | $21.0M |
| Girard Partners LTD. | 1.98% | Add +1.5% | 463,275 | $20.9M |
| Wealth Group Ltd | 6.16% | Reduce -13.7% | 450,633 | $20.4M |
| Corient Private Wealth LP | 0.03% | Add +2.6% | 435,471 | $19.7M |
| Spectrum Wealth Counsel, LLC | 2.48% | Add +34.9% | 432,785 | $19.6M |
| Oarsman Capital, Inc. | 4.29% | Add +71.4% | 431,096 | $19.5M |
| Bank of Hawaii | 0.89% | Reduce -4.4% | 429,421 | $19.4M |
| Dynasty Wealth Management, LLC | 0.56% | Add +171.8% | 416,677 | $18.8M |
| WCG Wealth Advisors LLC | 1.38% | Add +27.9% | 410,639 | $18.6M |
| Merit Financial Group, LLC | 0.41% | Reduce -3.0% | 407,394 | $18.4M |
| RFG Advisory, LLC | 0.60% | Reduce -3.0% | 406,179 | $18.4M |
| Shared Vision Wealth Group LLC | 10.69% | Reduce -3.2% | 406,078 | $18.4M |
| Financial Life Advisors | 7.32% | Add +3.1% | 398,769 | $18.0M |
| Firestone Capital Management | 4.90% | Reduce -0.7% | 396,645 | $17.9M |
| True Vision MN LLC | 10.76% | Reduce -7.5% | 366,392 | $16.6M |
| Ashton Thomas Securities, LLC | 3.98% | — | 363,163 | $16.5M |
| Simplicity Wealth,LLC | 0.36% | Add +19.4% | 351,826 | $15.9M |
| GYL Financial Synergies, LLC | 1.22% | Reduce -36.2% | 348,418 | $15.8M |
| Compound Planning, Inc. | 1.15% | Add +43.8% | 344,212 | $15.6M |
| Hoxton Planning & Management, LLC | 7.12% | Reduce -2.7% | 338,385 | $15.3M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -18.1% | 335,336 | $15.2M |
| Opes Wealth Management LLC | 3.10% | Add +2.2% | 328,569 | $14.9M |
| Liberty Wealth Management LLC | 2.66% | Add +96.7% | 640,906 | $14.5M |
| Advus Financial Partners, LLC | 4.37% | Add +1.9% | 317,163 | $14.3M |
| Mutual Advisors, LLC | 0.43% | Add +16.1% | 310,475 | $14.2M |
| Tennessee Valley Asset Management Partners | 2.63% | Reduce -26.2% | 310,803 | $14.1M |
| Central Pacific Bank - Trust Division | 1.75% | Add +321.4% | 310,276 | $14.0M |
| My Legacy Advisors, LLC | 4.34% | Add +13.5% | 300,473 | $13.6M |
| Regal Investment Advisors LLC | 0.89% | Add +1.9% | 296,127 | $13.4M |
| West Wealth Group, LLC | 4.62% | Add +0.2% | 288,692 | $13.1M |
| Valley National Advisers Inc. | 1.93% | Reduce -2.5% | 287,026 | $13.0M |
| WealthShield Partners, LLC | 1.97% | Add +0.4% | 285,989 | $12.9M |
| 9258 Wealth Management, LLC | 1.98% | Reduce -10.5% | 284,453 | $12.9M |
| Diversify Advisory Services, LLC | 0.68% | Add +9.2% | 274,317 | $12.5M |
| Tiemann Investment Advisors, LLC | 5.48% | Add +1.6% | 272,452 | $12.3M |
| TSA Wealth Managment LLC | 5.21% | Reduce -25.8% | 269,979 | $12.2M |
| Forum Private Client Group LLC | 5.67% | Add +3.1% | 263,686 | $11.9M |
| Stratos Wealth Advisors, LLC | 0.59% | Add +3.1% | 261,356 | $11.8M |
| Apeiron RIA LLC | 3.60% | Add +0.2% | 259,874 | $11.8M |
| Security Financial Services, INC. | 2.51% | Reduce -10.4% | 255,531 | $11.6M |
| PFG Advisors | 0.78% | Add +4.7% | 254,724 | $11.5M |
| Kickstand Ventures, Llc. | 3.11% | Add +26.5% | 251,504 | $11.4M |
| D.A. Davidson & Co. | 0.10% | Reduce -8.7% | 251,370 | $11.4M |
| First Horizon Advisors, Inc. | 0.33% | Add +3.7% | 242,269 | $11.0M |
| FFG Retirement Advisors LLC | 7.61% | Add +3.0% | 241,440 | $10.9M |
| Rothschild Wealth LLC | 3.53% | Reduce -3.1% | 240,131 | $10.9M |
| Savvy Advisors, Inc. | 3.52% | Add +68.9% | 238,873 | $10.8M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.52% | Reduce -0.1% | 232,837 | $10.5M |
| Smith Salley Wealth Management | 0.74% | Add +1.5% | 228,707 | $10.3M |
| Orgel Wealth Management, LLC | 0.28% | Add +0.9% | 228,680 | $10.3M |
| SWP Financial LLC | 6.79% | New | 227,226 | $10.3M |
| Claro Advisors Inc. | 1.59% | Add +70.6% | 224,291 | $10.1M |
| Capital Analysts, LLC | 0.44% | Add +132.0% | 220,055 | $10.0M |
| Ancora Advisors LLC | 0.24% | Add +5.0% | 217,500 | $9.8M |
| Townsquare Capital LLC | 0.13% | Reduce -5.1% | 215,156 | $9.7M |
| Sowell Financial Services LLC | 0.46% | Reduce -6.2% | 213,290 | $9.6M |
| One Wealth Management Investment & Advisory Services, LLC | 3.74% | Reduce -4.1% | 206,904 | $9.4M |
| Wintrust Investments LLC | 0.76% | Reduce -2.9% | 206,872 | $9.4M |
| R. W. Roge & Company, Inc. | 5.25% | Reduce -1.5% | 203,343 | $9.2M |
| KWB Wealth | 1.26% | Reduce -1.6% | 200,509 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.6% | 199,212 | $9.0M |
| Galvin, Gaustad & Stein, LLC | 0.84% | Add +4.3% | 197,931 | $9.0M |
| Advisory Services Network, LLC | 0.18% | Add +0.9% | 196,154 | $8.9M |
| Mayflower Financial Advisors, LLC | 1.44% | Reduce -1.9% | 193,834 | $8.8M |
| Comerica Bank | 0.04% | Add +1.0% | 193,382 | $8.7M |
| Summit Financial, LLC | 0.40% | Add +4.9% | 192,540 | $8.7M |
| Veridan Wealth LLC | 3.45% | — | 185,781 | $8.6M |
| Focus Financial Network, Inc. | 0.36% | Reduce -1.0% | 184,933 | $8.5M |
| Cypress Wealth Services, LLC | 1.88% | Reduce -8.1% | 186,721 | $8.4M |
| Principal Securities, Inc. | 0.23% | Add +23.9% | 186,100 | $8.4M |
| Lodestar Private Asset Management LLC | 1.16% | Add +11.2% | 185,728 | $8.4M |
| Twelve Points Wealth Management LLC | 2.94% | Add +23.6% | 184,930 | $8.4M |
| Triangle Securities Wealth Management | 2.32% | Add +12.4% | 181,545 | $8.2M |
| Csenge Advisory Group | 0.46% | Reduce -10.6% | 180,074 | $8.1M |
| RCS Financial Planning, LLC | 4.78% | Add +44.2% | 179,262 | $8.1M |
| Global Retirement Partners, LLC | 0.24% | Add +25.9% | 170,013 | $7.7M |
| Snowden Capital Advisors LLC | 0.23% | Add +6.0% | 169,246 | $7.7M |
| Copperleaf Capital, LLC | 6.06% | Add +6.1% | 167,697 | $7.6M |
| Private Advisor Group, LLC | 0.05% | Reduce -17.6% | 163,801 | $7.4M |
| LVW Advisors, LLC | 1.08% | Add +1.0% | 161,883 | $7.3M |
| Quattro Financial Advisors LLC | 1.91% | Add +2.3% | 161,139 | $7.3M |
| Trivium Point Advisory, LLC | 1.09% | Add +6.5% | 161,084 | $7.3M |
| Hoese & Co LLP | 6.24% | Add +35.0% | 158,977 | $7.2M |
| Mosley Wealth Management | 6.01% | Reduce -6.3% | 155,971 | $7.1M |
| Spectrum Planning & Advisory Services Inc. | 6.80% | — | 155,242 | $7.0M |
| Verus Capital Partners, LLC | 0.73% | Add +7.0% | 155,368 | $7.0M |
| Tradition Wealth Management, LLC | 0.66% | Add +0.6% | 151,924 | $6.9M |
| Tsfg, LLC | 1.59% | Add +18.9% | 150,290 | $6.8M |
| Ewa, LLC | 2.78% | Reduce -11.4% | 147,335 | $6.7M |
| Peninsula Wealth, LLC | 1.24% | Add +36.7% | 145,389 | $6.7M |
| Spire Wealth Management | 0.23% | Reduce -64.5% | 144,229 | $6.5M |
| CFO4Life Group, LLC | 1.21% | Add +5.8% | 142,472 | $6.4M |
| TRUE Private Wealth Advisors | 0.70% | Reduce -4.1% | 136,311 | $6.2M |
| Financial Advocates Investment Management | 0.38% | Add +154.4% | 135,759 | $6.1M |
| Forthright Family Wealth Advisory LLC | 3.93% | Add +16.0% | 135,008 | $6.1M |
| Regimen Wealth, LLC | 2.10% | Add +44.8% | 134,691 | $6.1M |
| Elevation Point Wealth Partners, LLC | 0.48% | Reduce -2.8% | 133,772 | $6.0M |
| Apollon Wealth Management, LLC | 0.18% | Reduce -13.2% | 133,321 | $6.0M |
| PFW Advisors LLC | 1.90% | Reduce -3.1% | 132,236 | $6.0M |
| Swmg, LLC | 2.63% | Reduce -0.5% | 130,607 | $5.9M |
| Client 1ST Advisory Group, LLC | 2.53% | Add +6.1% | 130,089 | $5.9M |
| Adapt Wealth Advisors, LLC | 3.67% | Reduce -30.3% | 129,454 | $5.9M |
| Conscious Wealth Investments, LLC | 4.20% | Reduce -1.7% | 128,210 | $5.9M |
| MBA Advisors LLC | 2.96% | Add +5.5% | 128,078 | $5.8M |
| Twin Peaks Wealth Advisors, LLC | 2.86% | Add +10.8% | 126,904 | $5.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.0% | 125,859 | $5.7M |
| Dohj, LLC | 1.40% | Reduce -5.6% | 124,206 | $5.6M |
| Summit Wealth Partners, LLC | 1.12% | Add +60.5% | 119,762 | $5.4M |
| Westside Investment Management, Inc. | 1.23% | Add +1.5% | 118,715 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.8% | 116,521 | $5.3M |
| Maripau Wealth Management LLC | 3.58% | Reduce -1.8% | 115,907 | $5.2M |
| Moneywise, Inc. | 2.76% | Add +46.5% | 115,068 | $5.2M |
| Robertson Stephens Wealth Management, LLC | 0.27% | Add +9.7% | 114,741 | $5.2M |
| Alterna Wealth Management, Inc. | 4.51% | Add +41.3% | 113,932 | $5.2M |
| Worth Financial Advisory Group, LLC | 3.38% | Add +6.2% | 113,746 | $5.1M |
| Royal Fund Management, LLC | 0.69% | Add +4.2% | 112,819 | $5.1M |
| Venturi Wealth Management, LLC | 0.30% | Reduce -9.9% | 111,647 | $5.0M |
| World Investment Advisors | 0.31% | Add +744.9% | 110,392 | $5.0M |
| Gateway Wealth Partners, LLC | 1.48% | Add +4.9% | 108,630 | $4.9M |
| Vicus Capital | 0.44% | New | 108,162 | $4.9M |
| BCU Wealth Advisors, LLC | 3.58% | Add +6.3% | 107,133 | $4.8M |
| Theory Financial LLC | 2.25% | Add +79.2% | 105,491 | $4.8M |
| Eight 31 Financial, LLC | 3.66% | Add +205.1% | 105,017 | $4.7M |
| AdvisorNet Financial, Inc | 0.42% | Reduce -2.6% | 101,758 | $4.6M |
| IFP Advisors, Inc | 0.18% | Add +6.1% | 101,165 | $4.6M |
| Maia Wealth LLC | 1.36% | — | 99,291 | $4.5M |
| Milestone Asset Management, LLC | 1.12% | New | 98,805 | $4.5M |
| Harbour Investments, Inc. | 0.15% | Reduce -0.2% | 98,714 | $4.5M |
| Firethorn Wealth Partners, LLC | 2.51% | Reduce -6.3% | 98,210 | $4.4M |
| Life Planning Partners, Inc | 3.94% | Reduce -5.4% | 96,022 | $4.3M |
| Park Place Capital Corp | 1.37% | Reduce -15.2% | 94,933 | $4.3M |
| Keystone Wealth Services, LLC | 1.32% | Add +0.4% | 93,554 | $4.2M |
| Capital Planning LLC | 1.23% | Add +0.9% | 91,106 | $4.1M |
| Transcend Capital Advisors, LLC | 0.30% | Reduce -11.6% | 90,496 | $4.1M |
| IFG Advisory, LLC | 0.26% | Reduce -1.6% | 89,215 | $4.0M |
| Ignite Planners, LLC | 0.97% | Add +16.8% | 87,644 | $4.0M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +15.1% | 86,956 | $3.9M |
| White Lighthouse Investment Management Inc. | 0.76% | Reduce -7.3% | 86,837 | $3.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.57% | Add +16.3% | 85,144 | $3.9M |
| &partners | 0.17% | Add +385.1% | 84,762 | $3.8M |
| Sigma Planning Corp | 0.12% | Reduce -1.3% | 84,110 | $3.8M |
| Kraft, Davis & Associates, LLC | 1.15% | Reduce -0.4% | 83,068 | $3.8M |
| LifePlan Investment Advisors, Inc. | 2.70% | Add +10.0% | 82,720 | $3.7M |
| WealthPLAN Partners, LLC | 0.40% | Add +3.5% | 81,641 | $3.7M |
| Lansing Street Advisors | 1.49% | Add +11.1% | 79,092 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +25.7% | 78,798 | $3.6M |
| Randall & Associates Wealth Management | 3.19% | Add +2.6% | 78,374 | $3.5M |
| Arete Wealth Advisors, LLC | 0.29% | Reduce -2.8% | 76,803 | $3.5M |
| Creative Financial Designs Inc. | 0.30% | Add +9.9% | 74,566 | $3.4M |
| Sheridan Capital Management, LLC | 2.50% | Reduce -0.5% | 74,935 | $3.4M |
| First Heartland Consultants, Inc. | 0.33% | Add +11.9% | 74,116 | $3.4M |
| Agilis Partners LLC | 1.00% | Add +100.0% | 73,010 | $3.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -4.1% | 72,924 | $3.3M |
| WJ Wealth Management, LLC | 1.18% | Reduce -2.4% | 71,520 | $3.2M |
| Stonebrook Private Inc. | 0.92% | Reduce -45.6% | 71,018 | $3.2M |
| Keebeck Wealth Management | 0.47% | Add +0.7% | 70,995 | $3.2M |
| Clearview Wealth Advisors LLC | 2.79% | Reduce -40.0% | 70,650 | $3.2M |
| Concorde Asset Management, LLC | 1.96% | Reduce -0.5% | 70,497 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -10.9% | 70,295 | $3.2M |
| Sovereign Financial Group, Inc. | 0.79% | Add +20.1% | 69,723 | $3.2M |
| Citadel Advisors | 0.00% | New | 69,369 | $3.1M |
| Fullcircle Wealth LLC | 1.53% | — | 68,683 | $3.1M |
| Redwood Investment Management, LLC | 0.26% | Add +3.1% | 67,611 | $3.1M |
| VestGen Investment Management | 0.90% | Reduce -1.5% | 67,309 | $3.0M |
| Jane Street Group, LLC | 0.00% | New | 66,965 | $3.0M |
| Maxwell Wealth Strategies Inc. | 1.48% | Reduce -4.7% | 66,828 | $3.0M |
| Richard W. Paul & Associates, LLC | 1.16% | Add +5.7% | 66,320 | $3.0M |
| Arkadios Wealth Advisors | 0.20% | Add +594.5% | 64,500 | $2.9M |
| EverSource Wealth Advisors, LLC | 0.19% | Add +200.6% | 63,115 | $2.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -8.8% | 63,753 | $2.9M |
| FC Advisory LLC | 1.02% | Add +1.8% | 61,543 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +19.8% | 61,519 | $2.8M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +4.8% | 61,348 | $2.8M |
| Sunesis Advisors, LLC | 1.64% | Add +0.8% | 61,155 | $2.8M |
| Bush Investment Group, LLC | 2.37% | Add +6.6% | 61,150 | $2.8M |
| Evolution Wealth Advisors, LLC | 0.53% | No change | 59,603 | $2.7M |
| Opal Wealth Advisors, LLC | 0.85% | Reduce -1.8% | 58,674 | $2.7M |
| Continuum Advisory, LLC | 0.38% | Add +7.3% | 58,380 | $2.6M |
| Maiden Cove Capital, LLC | 5.68% | — | 57,943 | $2.6M |
| KFA Private Wealth Group, LLC | 1.33% | Reduce -19.9% | 56,635 | $2.6M |
| Modern Wealth Management, LLC | 0.19% | Add +53.9% | 56,244 | $2.5M |
| Clear Creek Financial Management, LLC | 0.30% | Reduce -0.5% | 55,339 | $2.5M |
| Phillips Financial Management, LLC | 0.20% | Reduce -1.8% | 54,729 | $2.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +6.5% | 54,574 | $2.5M |
| Northwest Capital Management Inc | 0.90% | Reduce -58.6% | 54,554 | $2.5M |
| Natixis Advisors, LLC | 0.01% | Add +46.9% | 54,379 | $2.5M |
| Sutton Place Investors LLC | 1.63% | Reduce -8.4% | 54,192 | $2.5M |
| Aspire Private Capital, LLC | 0.63% | Add +1.4% | 54,035 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -34.1% | 54,001 | $2.4M |
| Montecito Bank & Trust | 0.49% | Reduce -3.5% | 52,979 | $2.4M |
| Optivise Advisory Services LLC | 1.29% | — | 52,659 | $2.4M |
| Investment Advisory Group, LLC | 0.91% | Add +2.2% | 52,146 | $2.4M |
| Institutional & Family Asset Management, LLC | 0.36% | Reduce -1.1% | 51,629 | $2.3M |
| Howard Capital Management, LLC | 0.23% | Reduce -5.2% | 51,300 | $2.3M |
| Cooper Financial Group | 0.34% | Add +3.0% | 50,831 | $2.3M |
| Creative Planning | 0.00% | Add +1.1% | 50,677 | $2.3M |
| Absolute Capital Management, LLC | 1.34% | Add +4.5% | 49,009 | $2.2M |
| Legacy Edge Advisors, LLC | 0.41% | Reduce -23.1% | 48,889 | $2.2M |
| Gen-Wealth Partners Inc | 1.04% | Reduce -4.0% | 47,732 | $2.2M |
| JT Stratford LLC | 0.39% | Add +0.5% | 46,826 | $2.1M |
| WR Wealth Planners, LLC | 0.64% | Reduce -1.8% | 46,199 | $2.1M |
| Tempus Wealth Planning, LLC | 0.87% | Add +5.9% | 46,067 | $2.1M |
| Vertex Planning Partners, LLC | 0.53% | Add +0.6% | 45,436 | $2.1M |
| Patriot Investment Management Group, Inc. | 0.16% | Reduce -4.8% | 44,307 | $2.0M |
| Ascentis Independent Advisors | 0.42% | — | 44,134 | $2.0M |
| Alternative Investment Advisors, LLC. | 1.14% | Add +82.8% | 44,113 | $2.0M |
| Emergent Wealth Advisors, LLC | 1.60% | Add +10.5% | 43,911 | $2.0M |
| Braun-Bostich & Associates Inc. | 1.43% | Reduce -62.5% | 42,446 | $1.9M |
| BOS Asset Management, LLC | 0.89% | Add +89.7% | 42,334 | $1.9M |
| Apella Capital, LLC | 0.09% | Reduce -4.0% | 42,151 | $1.9M |
| Coldstream Capital Management Inc. | 0.05% | Add +20.2% | 42,166 | $1.9M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -13.0% | 42,058 | $1.9M |
| Quotient Wealth Partners, LLC | 0.07% | Reduce -66.7% | 41,966 | $1.9M |
| Foster Group, Inc. | 0.07% | Reduce -3.4% | 41,482 | $1.9M |
| WBH Advisory Inc. | 0.19% | Reduce -2.0% | 41,269 | $1.9M |
| Andina Capital Management, LLC | 1.39% | Reduce -73.6% | 40,853 | $1.8M |
| Western Wealth Management, LLC | 0.13% | Add +1.5% | 40,141 | $1.8M |
| Stephens Inc. | 0.03% | Reduce -2.8% | 40,105 | $1.8M |
| Leavell Investment Management, Inc. | 0.10% | Reduce -17.7% | 38,995 | $1.8M |
| Resurgent Financial Advisors LLC | 1.09% | Add +3.9% | 38,436 | $1.7M |
| IRON Financial LLC | 0.95% | Add +1.0% | 37,338 | $1.7M |
| Merkkuri Wealth Advisors LLC | 1.55% | — | 37,329 | $1.7M |
| Columbus Macro, LLC | 0.65% | Add +1.9% | 37,315 | $1.7M |
| Visionary Wealth Advisors | 0.11% | Reduce -32.8% | 37,277 | $1.7M |
| Hutchens & Kramer Investment Management Group, LLC | 0.91% | Add +17.5% | 36,705 | $1.6M |
| Seneca Financial Advisors LLC | 0.85% | Reduce -29.3% | 36,108 | $1.6M |
| Private Trust Co. NA | 0.18% | Reduce -0.2% | 35,974 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -7.9% | 35,700 | $1.6M |
| W Advisors, LLC | 1.05% | Reduce -14.1% | 35,451 | $1.6M |
| Kelly Financial Services LLC | 0.57% | Reduce -1.7% | 35,279 | $1.6M |
| Ascent Group, LLC | 0.13% | Add +0.7% | 34,660 | $1.6M |
| Oliver Lagore Vanvalin Investment Group | 0.45% | Reduce -8.3% | 34,615 | $1.6M |
| Buttonwood Financial Group, LLC | 0.89% | Add +5.6% | 34,846 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Reduce -0.3% | 34,527 | $1.6M |
| CAP Partners, LLC | 1.26% | Add +2.5% | 34,191 | $1.5M |
| Valmark Advisers, Inc. | 0.03% | Add +506.8% | 34,164 | $1.5M |
| RDA Financial Network | 0.50% | Add +206.2% | 34,026 | $1.5M |
| Catalina Capital Group, LLC | 0.58% | Add +3.4% | 33,680 | $1.5M |
| ETF Portfolio Partners, Inc. | 0.47% | Reduce -43.9% | 33,167 | $1.5M |
| TrueWealth Advisors, LLC | 0.54% | Add +0.8% | 32,536 | $1.5M |
| LexAurum Advisors, LLC | 0.36% | Add +2.5% | 32,519 | $1.5M |
| OMNI 360 Wealth, Inc. | 1.09% | Add +8.3% | 31,785 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -11.8% | 30,153 | $1.4M |
| Appleton Partners Inc. | 0.10% | Reduce -4.8% | 29,937 | $1.4M |
| M Holdings Securities, Inc. | 0.17% | New | 29,859 | $1.4M |
| Tarbox Family Office, Inc. | 0.24% | Add +13.0% | 29,599 | $1.3M |
| Detalus Advisors, LLC | 0.45% | Add +0.6% | 29,101 | $1.3M |
| NBT Bank, N.A. | 0.09% | Reduce -17.3% | 29,038 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -32.7% | 28,949 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Add +3.3% | 28,739 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | New | 28,211 | $1.3M |
| Windward Private Wealth Management Inc. | 0.52% | Add +1.4% | 28,197 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Reduce -2.5% | 27,872 | $1.3M |
| Klaas Financial Asset Advisors, LLC | 0.23% | Reduce -0.3% | 27,608 | $1.2M |
| Betterment LLC | 0.00% | Add +20.8% | 27,501 | $1.2M |
| Renasant Bank | 0.85% | Reduce -10.6% | 27,403 | $1.2M |
| Beacon Financial Advisory LLC | 0.46% | Add +15.2% | 27,344 | $1.2M |
| Perennial Investment Advisors, LLC | 0.18% | Reduce -4.1% | 27,152 | $1.2M |
| Argent Advisors, Inc. | 0.49% | Reduce -3.2% | 27,026 | $1.2M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -14.3% | 27,015 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.6% | 26,520 | $1.2M |
| FinTrust Capital Advisors, LLC | 0.22% | Reduce -7.1% | 26,500 | $1.2M |
| Linscomb Wealth, Inc. | 0.06% | Add +0.0% | 26,377 | $1.2M |
| Farrell Financial LLC | 0.92% | Add +8.6% | 26,084 | $1.2M |
| CoreCap Advisors, LLC | 0.12% | Add +19.5% | 25,985 | $1.2M |
| Two West Capital Advisors LLC | 1.12% | — | 25,952 | $1.2M |
| Parsons Capital Management Inc. | 0.08% | Reduce -4.5% | 25,856 | $1.2M |
| Certus Wealth Management, LLC | 0.88% | Add +11.5% | 25,736 | $1.2M |
| Meridian Wealth Partners, LLC | 0.20% | Add +7.5% | 25,364 | $1.1M |
| Semmax Financial Advisors Inc. | 0.34% | Add +8.8% | 24,601 | $1.1M |
| Essential Planning, LLC. | 0.50% | Add +85.2% | 25,004 | $1.1M |
| Range Financial Group LLC | 0.57% | Add +11.3% | 24,535 | $1.1M |
| Mgo One Seven LLC | 0.05% | Add +44.4% | 24,500 | $1.1M |
| Fulcrum Equity Management | 0.99% | Add +232.8% | 24,462 | $1.1M |
| Moors & Cabot, Inc. | 0.06% | Reduce -4.6% | 24,362 | $1.1M |
| Wells Financial Advisors INC | 0.70% | Add +5.5% | 23,550 | $1.1M |
| Eq LLC | 0.64% | Reduce -0.9% | 23,549 | $1.1M |
| Wbi Investments, LLC | 0.26% | Reduce -28.5% | 23,381 | $1.1M |
| Richard P Slaughter Associates Inc | 0.25% | No change | 23,162 | $1.0M |
| Richardson Financial Services Inc. | 0.75% | Reduce -7.4% | 23,066 | $1.0M |
| Hill Island Financial LLC | 0.34% | Add +15.3% | 22,937 | $1.0M |
| MN Wealth Advisors, LLC | 0.60% | Reduce -2.3% | 22,749 | $1.0M |
| Wealthgarden F.S. LLC | 1.08% | — | 22,580 | $1.0M |
| Western Financial Corp | 0.61% | Reduce -5.0% | 22,186 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -22.1% | 22,128 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.28% | No change | 22,011 | $995K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -6.1% | 21,971 | $994K |
| Capital Investment Counsel, LLC | 0.19% | Reduce -7.8% | 21,785 | $985K |
| World Equity Group, Inc. | 0.29% | Reduce -1.2% | 21,350 | $965K |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +74.7% | 21,264 | $962K |
| RHS Financial, LLC | 0.58% | Reduce -15.9% | 21,128 | $955K |
| Aveo Capital Partners, LLC | 0.11% | Add +5.4% | 21,061 | $952K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -53.0% | 20,775 | $939K |
| Morris Financial Concepts, Inc. | 0.45% | Add +0.4% | 20,733 | $938K |
| Cahill Financial Advisors Inc. | 0.13% | Add +11.8% | 20,526 | $928K |
| Sound Income Strategies, LLC | 0.06% | Add +67.4% | 20,210 | $914K |
| Pinnacle Family Advisors, LLC | 0.50% | Reduce -1.1% | 20,167 | $912K |
| Latitude Advisors, LLC | 0.55% | Add +40.8% | 19,962 | $903K |
| Lifeworks Advisors, LLC | 0.25% | Add +11.4% | 19,556 | $884K |
| Dentgroup LLC | 0.71% | Reduce -40.0% | 19,474 | $881K |
| Shira Ridge Wealth Management | 0.47% | Add +6.5% | 18,761 | $848K |
| New Republic Capital, LLC | 0.42% | Reduce -1.6% | 18,664 | $844K |
| Flagstar Securities, Inc. | 0.23% | Add +83.8% | 18,638 | $843K |
| Financial Gravity Asset Management, Inc. | 0.20% | Reduce -51.8% | 18,102 | $819K |
| HUB Investment Partners, LLC | 0.04% | Reduce -6.0% | 18,015 | $815K |
| Wealthspire Retirement, LLC | 0.07% | Add +2.3% | 17,965 | $812K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -5.7% | 17,841 | $807K |
| TFB Advisors LLC | 0.26% | Reduce -4.1% | 17,784 | $804K |
| Burt Wealth Advisors | 0.21% | Reduce -2.3% | 17,739 | $802K |
| Raleigh Capital Management Inc. | 0.33% | Reduce -5.9% | 17,138 | $775K |
| Beverly Hills Private Wealth, LLC | 0.17% | Reduce -24.8% | 17,067 | $772K |
| Cresset Asset Management, LLC | 0.00% | Add +18.0% | 16,993 | $768K |
| Pettinga Financial Advisors LLC | 0.19% | Reduce -56.3% | 16,899 | $764K |
| Aspiriant, LLC | 0.03% | Reduce -5.7% | 16,263 | $735K |
| Aspire Wealth Management Corp | 0.42% | Reduce -3.3% | 16,237 | $734K |
| Napatree Capital LLC | 0.59% | No change | 16,003 | $724K |
| Harbor Group, Inc. | 0.18% | Reduce -22.5% | 15,922 | $720K |
| Avior Wealth Management, LLC | 0.03% | Reduce -4.6% | 15,390 | $696K |
| Midwest Heritage Bank, FSB | 0.35% | Reduce -2.9% | 15,376 | $695K |
| International Assets Investment Management, LLC | 0.07% | Add +134.8% | 15,336 | $693K |
| Zions Bancorporation, N.A. | 0.06% | New | 15,310 | $692K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +5.5% | 15,281 | $691K |
| Beacon Financial Group | 0.08% | Add +11.1% | 15,080 | $682K |
| ShoreHaven Wealth Partners, LLC | 0.35% | Add +2.7% | 14,898 | $674K |
| DAVENPORT & Co LLC | 0.00% | Add +0.2% | 14,821 | $670K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -26.5% | 14,783 | $668K |
| Graypoint LLC | 0.05% | New | 14,589 | $660K |
| Marino, Stram & Associates LLC | 0.16% | Add +26.1% | 14,530 | $657K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +17.7% | 14,099 | $638K |
| Vantage Financial Partners, LLC | 0.16% | Reduce -24.8% | 13,986 | $632K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +1.8% | 13,834 | $626K |
| FWG Investments, LLC. | 0.63% | Reduce -8.1% | 13,735 | $621K |
| Sunbelt Securities, Inc. | 0.06% | Add +14.1% | 13,731 | $621K |
| Prosperity Planning, Inc. | 0.21% | New | 13,708 | $620K |
| BOK Financial Private Wealth, Inc. | 0.04% | Reduce -1.2% | 13,527 | $612K |
| Coordinated Financial Services, Inc. | 0.53% | Reduce -1.1% | 13,456 | $608K |
| Empirical Asset Management, LLC | 0.23% | Add +148.3% | 13,451 | $608K |
| StoneX Group Inc. | 0.05% | Add +1.1% | 13,425 | $607K |
| Kingdom Financial Group LLC. | 0.40% | Reduce -6.3% | 13,111 | $593K |
| Pinion Investment Advisors, LLC | 0.29% | New | 12,837 | $580K |
| 17 Capital Partners, LLC | 0.41% | Add +9.5% | 12,722 | $575K |
| Syntegra Private Wealth Group, LLC | 0.07% | Reduce -8.1% | 12,702 | $574K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.9% | 12,653 | $572K |
| Spinnaker Trust | 0.04% | Reduce -2.6% | 12,461 | $563K |
| Ellevest, Inc. | 0.03% | No change | 12,082 | $546K |
| Retirement Capital Strategies | 0.21% | Reduce -96.8% | 11,813 | $534K |
| McAdam, LLC | 0.03% | Add +2.0% | 11,797 | $533K |
| Semus Wealth Partners LLC | 0.41% | Reduce -0.7% | 11,776 | $533K |
| RFP Financial Group LLC | 0.20% | Reduce -4.3% | 11,755 | $532K |
| Howe & Rusling Inc. | 0.05% | Add +0.3% | 11,751 | $531K |
| Private Capital Management LLC | 0.11% | Reduce -30.1% | 11,708 | $529K |
| Heck Capital Advisors, LLC | 0.06% | New | 11,539 | $522K |
| ETF Store, Inc. | 0.53% | Reduce -48.4% | 11,414 | $516K |
| Verity Asset Management, Inc. | 0.20% | Reduce -3.0% | 11,321 | $512K |
| Cape Investment Advisory, Inc. | 0.23% | Add +5.6% | 11,232 | $508K |
| Cornerstone Planning Group LLC | 0.15% | Reduce -37.6% | 10,885 | $507K |
| W.H. Cornerstone Investments Inc. | 0.36% | Reduce -33.1% | 11,192 | $506K |
| MSH Capital Advisors LLC | 0.17% | Add +36.3% | 11,139 | $504K |
| Global Financial Private Client, LLC | 0.21% | Add +5.4% | 10,851 | $491K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +3.6% | 10,839 | $490K |
| Heritage Wealth Management, LLC | 0.26% | Add +10.4% | 10,487 | $474K |
| Heritage Family Offices, LLP | 0.26% | — | 10,487 | $474K |
| Argent Trust Co | 0.02% | No change | 10,458 | $473K |
| Savant Capital, LLC | 0.00% | Add +39.2% | 10,305 | $466K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +10.7% | 10,274 | $465K |
| Atlantic Union Bankshares Corp | 0.03% | New | 10,210 | $462K |
| LongView Wealth Management | 0.17% | Reduce -1.5% | 10,186 | $461K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +0.4% | 9,771 | $442K |
| Lion Street Advisors, LLC | 0.16% | Add +32.6% | 9,615 | $435K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -0.4% | 9,469 | $428K |
| Smartleaf Asset Management LLC | 0.07% | Add +5.8% | 9,428 | $428K |
| Interchange Capital Partners, LLC | 0.16% | Reduce -12.1% | 9,390 | $425K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -58.0% | 9,377 | $424K |
| Insight Wealth Partners, LLC | 0.27% | Reduce -3.2% | 9,339 | $422K |
| Old North State Trust, LLC | 0.36% | Reduce -48.4% | 9,317 | $421K |
| Hobart Private Capital, LLC | 0.12% | Reduce -1.3% | 9,289 | $420K |
| 180 Wealth Advisors, LLC | 0.07% | Add +7.4% | 9,174 | $419K |
| Bellwether Advisors, LLC | 0.09% | Reduce -8.3% | 9,253 | $418K |
| TCWP LLC | 1.03% | Reduce -7.9% | 9,239 | $418K |
| EP Wealth Advisors, LLC | 0.00% | New | 9,168 | $415K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -24.8% | 8,862 | $405K |
| City State Bank | 0.16% | Add +0.7% | 8,867 | $401K |
| Vermillion & White Wealth Management Group, LLC | 0.30% | Reduce -4.3% | 8,796 | $398K |
| Mather Group, Llc. | 0.00% | Add +231.8% | 8,681 | $396K |
| New Century Financial Group, LLC | 0.17% | Add +58.9% | 8,671 | $392K |
| Meridian Wealth Management, LLC | 0.05% | New | 8,560 | $387K |
| Family Capital Trust Co | 0.13% | No change | 8,502 | $384K |
| Fiduciary Trust Co | 0.01% | No change | 8,289 | $375K |
| Criterion Capital Advisors, LLC | 0.23% | Reduce -2.0% | 8,211 | $371K |
| Trilogy Capital Inc. | 0.02% | Add +9.2% | 8,076 | $365K |
| Davidson Investment Advisors | 0.02% | Reduce -3.5% | 8,057 | $364K |
| Cerity Partners LLC | 0.00% | New | 7,986 | $361K |
| NewEdge Wealth, LLC | 0.01% | Reduce -55.2% | 7,880 | $356K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -5.6% | 7,787 | $352K |
| Strategic Equity Management | 0.23% | Add +36.0% | 7,748 | $350K |
| Prospera Financial Services Inc | 0.01% | Add +23.1% | 7,716 | $349K |
| Trust Point Inc. | 0.03% | Add +43.4% | 7,684 | $347K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 7,648 | $346K |
| Bank of Montreal | 0.00% | Add +15.8% | 7,558 | $344K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | Reduce -57.1% | 7,571 | $342K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -41.7% | 7,549 | $341K |
| Waverly Advisors, LLC | 0.01% | Reduce -16.4% | 7,294 | $330K |
| Snider Financial Group | 0.13% | Reduce -5.4% | 7,283 | $329K |
| Hershey Financial Advisers, LLC | 0.29% | — | 7,154 | $324K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +39.5% | 7,037 | $318K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.5% | 6,876 | $311K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 6,866 | $310K |
| Cibc World Market Inc. | 0.00% | Add +1.9% | 6,756 | $306K |
| Kingsview Wealth Management, LLC | 0.01% | Add +30.4% | 6,764 | $306K |
| Independent Wealth Network Inc. | 0.14% | Reduce -7.4% | 6,745 | $305K |
| Atlas Private Wealth Advisors | 0.05% | New | 6,636 | $300K |
| Destiny Wealth Partners, LLC | 0.05% | Reduce -3.2% | 6,540 | $296K |
| Arlington Trust Co LLC | 0.07% | Add +1423.9% | 6,492 | $294K |
| Darden Wealth Group Inc | 0.17% | Reduce -5.2% | 6,373 | $288K |
| Courier Capital LLC | 0.02% | Reduce -83.1% | 6,290 | $284K |
| Successful Portfolios LLC | 0.20% | Reduce -6.3% | 6,272 | $284K |
| IHT Wealth Management, LLC | 0.01% | Add +8.9% | 6,186 | $280K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -7.6% | 6,142 | $278K |
| CapWealth Advisors, LLC | 0.04% | New | 6,130 | $277K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -77.4% | 6,065 | $274K |
| AMG National Trust Bank | 0.01% | New | 6,050 | $274K |
| Raymond James Trust N.A. | 0.01% | Reduce -4.0% | 6,044 | $273K |
| Sfmg, LLC | 0.02% | Add +27.2% | 6,043 | $273K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -7.9% | 5,968 | $270K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 5,921 | $268K |
| Two Sigma Securities, LLC | 0.01% | Reduce -76.2% | 5,904 | $267K |
| Fermata Advisors, LLC | 0.06% | Reduce -4.5% | 5,859 | $265K |
| Redwood Financial Network Corp | 0.22% | Reduce -2.2% | 5,853 | $265K |
| Visionary Horizons, LLC | 0.19% | New | 5,786 | $262K |
| Financial Sense Advisors, Inc. | 0.08% | New | 5,769 | $261K |
| Alera Investment Advisors, LLC | 0.03% | New | 5,762 | $261K |
| Vista Investment Management | 0.11% | New | 5,752 | $260K |
| Gradient Investments LLC | 0.01% | Add +2190.7% | 5,658 | $256K |
| Magnus Financial Group LLC | 0.03% | Add +12.0% | 5,650 | $255K |
| TD Private Client Wealth LLC | 0.01% | Add +14.3% | 5,633 | $255K |
| Hibernia Wealth Partners, LLC | 0.09% | New | 5,503 | $249K |
| Belpointe Asset Management LLC | 0.02% | New | 5,462 | $247K |
| Commonwealth Retirement Investments LLC | 0.11% | No change | 5,352 | $242K |
| Fisher Asset Management | 0.00% | New | 5,340 | $241K |
| Kovack Advisors, Inc. | 0.03% | New | 5,330 | $241K |
| EWG Elevate Inc. | 0.09% | New | 5,328 | $241K |
| Francis Financial, Inc. | 0.07% | No change | 5,323 | $241K |
| MidAtlantic Capital Management, Inc. | 0.20% | Reduce -2.0% | 5,213 | $236K |
| AQR Capital Management | 0.00% | Reduce -11.8% | 5,075 | $229K |
| Sanders Morris Harris LLC | 0.04% | New | 5,073 | $229K |
| Cadence Bank | 0.02% | Add +0.4% | 5,052 | $228K |
| Summit X, LLC | 0.05% | Reduce -0.5% | 4,990 | $226K |
| GC Wealth Management RIA, LLC | 0.04% | No change | 4,978 | $225K |
| Altiora Financial Group, LLC | 0.05% | No change | 4,964 | $224K |
| Maple Capital Management, Inc. | 0.02% | New | 4,963 | $224K |
| Drucker Wealth 3.0, LLC | 0.06% | — | 4,854 | $219K |
| Insight Folios Inc | 0.09% | New | 4,843 | $219K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -53.5% | 4,828 | $218K |
| Scott Capital Advisors, LLC | 0.06% | No change | 4,751 | $216K |
| Signal Advisors Wealth, LLC | 0.46% | Reduce -96.3% | 4,697 | $212K |
| Lantern Wealth Advisors, LLC | 0.15% | New | 4,622 | $209K |
| Quad-Cities Investment Group, LLC | 0.12% | Reduce -1.6% | 4,615 | $209K |
| Madison Wealth Partners, Inc | 0.07% | Reduce -2.4% | 4,579 | $207K |
| Strategic Wealth Partners, Ltd. | 0.02% | New | 4,560 | $206K |
| 1900 Wealth Management LLC | 0.02% | Reduce -75.9% | 4,527 | $205K |
| Atlas Brown,Inc. | 0.07% | Reduce -0.1% | 4,457 | $202K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -0.8% | 4,369 | $198K |
| Hazlett, Burt & Watson, Inc. | 0.10% | Reduce -2.3% | 4,337 | $195K |
| Centaurus Financial, Inc. | 0.01% | New | 4,152 | $188K |
| Financial Management Professionals, Inc. | 0.02% | No change | 3,843 | $174K |
| Element Wealth, LLC | 0.09% | Add +0.8% | 3,643 | $165K |
| Stephens Consulting, LLC | 0.05% | No change | 3,636 | $164K |
| Chris Bulman Inc | 0.10% | — | 3,283 | $148K |
| Mfa Wealth Advisors, LLC | 0.03% | New | 3,261 | $147K |
| Lanark Financial, Inc. | 0.01% | Reduce -2.9% | 3,257 | $147K |
| Sachetta, LLC | 0.06% | New | 3,154 | $145K |
| Bogart Wealth, LLC | 0.01% | Add +6.4% | 3,193 | $144K |
| Sugarloaf Wealth Management, LLC | 0.03% | Reduce -3.3% | 3,181 | $144K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 3,071 | $139K |
| Family Firm, Inc. | 0.03% | New | 2,824 | $128K |
| Tompkins Financial Corp. | 0.01% | New | 2,685 | $121K |
| Coppell Advisory Solutions LLC | 0.02% | — | 2,610 | $118K |
| Joseph Group Capital Management | 0.05% | Add +64.3% | 2,035 | $92K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,975 | $89K |
| CVA Family Office, LLC | 0.02% | No change | 1,969 | $89K |
| Colonial Trust Co / SC | 0.02% | No change | 1,897 | $86K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 1,706 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,681 | $76K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.0% | 1,676 | $76K |
| Signaturefd, LLC | 0.00% | Reduce -29.0% | 1,593 | $72K |
| Arax Advisory Partners | 0.01% | New | 1,544 | $70K |
| REAP Financial Group, LLC | 0.02% | Reduce -0.2% | 1,385 | $63K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -65.3% | 1,374 | $62K |
| NorthRock Partners, LLC | 0.00% | Reduce -73.7% | 1,308 | $59K |
| Sandy Spring Bank | 0.00% | No change | 1,286 | $58K |
| Parallel Advisors, LLC | 0.00% | No change | 1,210 | $55K |
| Realta Investment Advisors | 0.01% | Reduce -17.4% | 1,202 | $54K |
| LGT Financial Advisors LLC | 0.11% | Reduce -2.1% | 1,202 | $54K |
| MCF Advisors LLC | 0.00% | No change | 1,088 | $49K |
| Cultivar Capital, Inc. | 0.04% | New | 1,000 | $45K |
| Fifth Third Bancorp | 0.00% | New | 990 | $45K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -33.5% | 986 | $45K |
| National Bank of Canada | 0.00% | New | 938 | $43K |
| Family Asset Management, LLC | 0.03% | Add +2.7% | 884 | $40K |
| Scarborough Advisors, LLC | 0.02% | Add +120.7% | 865 | $39K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 837 | $38K |
| Silver Oak Securities, Incorporated | 0.01% | Add +44.7% | 832 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 797 | $36K |
| Tucker Asset Management LLC | 0.01% | No change | 707 | $32K |
| Key Financial Inc | 0.01% | No change | 693 | $31K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -77.6% | 586 | $27K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 486 | $22K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -37.1% | 474 | $21K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 380 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 373 | $17K |
| EdgeRock Capital LLC | 0.01% | New | 371 | $17K |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | New | 353 | $16K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 351 | $16K |
| Robinswood Financial LLC | 0.01% | Add +85.6% | 349 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 334 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 290 | $13K |
| WFA of San Diego, LLC | 0.01% | — | 245 | $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 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 207 | $9K |
| WFA Asset Management Corp | 0.01% | Add +1.0% | 205 | $9K |
| Trust Co. of Vermont | 0.00% | New | 195 | $9K |
| Wiser Advisor Group LLC | 0.01% | Add +1.8% | 170 | $8K |
| Pineridge Advisors LLC | 0.00% | Reduce -73.6% | 161 | $7K |
| Hilltop National Bank | 0.00% | No change | 157 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 133 | $6K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 133 | $6K |
| Caitlin John, LLC | 0.00% | No change | 108 | $5K |
| Princeton Global Asset Management LLC | 0.00% | No change | 87 | $4K |
| Integrity Financial Corp | 0.00% | No change | 75 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -99.2% | 67 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -90.6% | 66 | $3K |
| Tidemark, LLC | 0.00% | Add +56.8% | 58 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 47 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.4% | 42 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 33 | $1K |
| AlphaMark Advisors, LLC | 0.00% | New | 31 | $1K |
| Archer Investment Corp | 0.00% | No change | 20 | $904 |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $859 |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $769 |
| Crewe Advisors LLC | 0.00% | New | 17 | $769 |
| Salomon & Ludwin, LLC | 0.00% | No change | 17 | $769 |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 5 | $226 |
| Great Lakes Retirement, Inc. | 0.00% | New | 4 | $181 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $46 |
| Balefire, LLC | 0.00% | No change | 1 | $45 |
| Summit Securities Group LLC | 0.00% | New | 1 | $0 |
"% 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.