Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q3 2024 (September 30)666holders +17
66new positions
42sold out
2famous investors
$47.11avg. 13F price*
At the end of Q3 2024, 666 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 17 from Q2 2024. 66 opened new positions and 42 sold out. The largest holders were Envestnet Asset Management Inc. ($7.5B), BlackRock, Inc. ($2.9B) and Jones Financial Companies LLLP ($2.5B). 2 famous investors held it, including 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 (Q3 2024)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $106.6M |
| Exits | 42 | $78.1M |
All 13F filers, Q2 2024 → Q3 2024: 91,482,536 shares bought and 5,518,455 shares sold, net +85,964,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 666 holders
| Envestnet Asset Management Inc. | 2.42% | Add +21.1% | 159,010,384 | $7.5B |
| BlackRock, Inc. | 0.06% | — | 61,574,258 | $2.9B |
| Jones Financial Companies LLLP | 2.61% | Add +3.8% | 53,939,303 | $2.5B |
| Wells Fargo & Company | 0.46% | Reduce -0.2% | 40,035,274 | $1.9B |
| LPL Financial LLC | 0.83% | Add +20.3% | 39,330,716 | $1.9B |
| Envestnet Portfolio Solutions, Inc. | 3.64% | Add +20.7% | 23,768,114 | $1.1B |
| Morgan Stanley | 0.07% | Add +13.2% | 21,616,018 | $1.0B |
| Cwm, LLC | 4.32% | Add +19.5% | 21,325,421 | $1.0B |
| JPMorgan Chase & Co. | 0.08% | Add +14.7% | 20,716,912 | $976.2M |
| Northwestern Mutual Wealth Management Co. | 0.86% | Add +4.4% | 20,487,324 | $965.4M |
| Park Avenue Securities LLC | 6.62% | Add +17.8% | 12,498,157 | $588.9M |
| Cetera Investment Advisers | 1.11% | Add +20.2% | 10,772,307 | $507.6M |
| Ameriprise Financial Inc. | 0.12% | Add +5.5% | 10,211,396 | $481.0M |
| Janney Montgomery Scott LLC | 1.27% | Add +18.1% | 9,687,022 | $456.5M |
| Bank of New York Mellon Corp | 0.08% | Add +21.9% | 8,684,080 | $409.2M |
| OneDigital Investment Advisors LLC | 4.60% | Add +19.3% | 8,539,338 | $402.4M |
| MML Investors Services, LLC | 1.45% | Add +22.2% | 8,454,621 | $398.4M |
| Mariner, LLC | 0.69% | Add +12.2% | 8,251,727 | $388.8M |
| United Capital Financial Advisors, LLC | 2.27% | Add +11.2% | 5,847,580 | $275.5M |
| Kestra Investment Management, LLC | 9.35% | Add +62.3% | 4,620,587 | $217.7M |
| Wealthspire Advisors, LLC | 2.05% | Add +356.0% | 4,283,811 | $201.9M |
| GeoWealth Management, LLC | 6.61% | Add +10.8% | 3,972,256 | $187.2M |
| SigFig Wealth Management, LLC | 6.75% | Add +6.0% | 3,936,457 | $186.0M |
| Commonwealth Equity Services, LLC | 0.28% | Add +14.5% | 3,931,374 | $185.2M |
| Bank of America Corp. | 0.01% | Add +18.4% | 3,374,362 | $159.0M |
| JB Capital LLC | 9.03% | Add +23.9% | 3,337,668 | $157.3M |
| Stifel Financial Corp. | 0.16% | Add +21.7% | 3,163,799 | $149.1M |
| Foundations Investment Advisors, LLC | 3.04% | Add +45.0% | 3,074,594 | $144.9M |
| Sanctuary Advisors, LLC | 0.88% | Add +8.6% | 3,049,895 | $139.1M |
| UBS Group AG | 0.04% | Add +23.4% | 2,892,004 | $136.3M |
| Royal Bank of Canada | 0.03% | Add +8.3% | 2,722,542 | $128.3M |
| Osaic Holdings, Inc. | 0.28% | Add +19.4% | 2,622,771 | $123.6M |
| Allworth Financial LP | 0.74% | Reduce -1.9% | 2,573,059 | $121.2M |
| NewEdge Advisors, LLC | 0.78% | Add +19.5% | 2,543,773 | $119.9M |
| Mason & Associates, LLC | 35.66% | Add +4.0% | 2,473,511 | $116.6M |
| CreativeOne Wealth, LLC | 3.91% | Add +107.9% | 2,437,917 | $114.9M |
| Raymond James & Associates | 0.07% | Reduce -2.1% | 2,414,138 | $113.8M |
| Atria Wealth Solutions, Inc. | 1.18% | Add +15.6% | 2,301,192 | $108.4M |
| US Bancorp \de | 0.12% | Add +17.6% | 2,039,987 | $96.1M |
| McMorgan & Co. LLC | 12.99% | Reduce -1.6% | 1,790,370 | $84.4M |
| Sharkey, Howes & Javer | 11.41% | Add +14.9% | 1,700,164 | $80.1M |
| Thrivent Financial for Lutherans | 0.15% | Add +91.2% | 1,663,054 | $78.4M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +15.7% | 1,563,581 | $73.7M |
| Farther Finance Advisors, LLC | 2.70% | Add +39.2% | 1,525,730 | $71.9M |
| Truist Financial Corp. | 0.11% | Add +25.7% | 1,524,686 | $71.8M |
| Atria Investments, Inc | 0.86% | Add +17.2% | 1,468,759 | $69.2M |
| High Falls Advisors, Inc | 15.47% | Add +15.8% | 1,434,311 | $67.6M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.2% | 1,417,064 | $66.8M |
| FMR LLC | 0.00% | Reduce -9.9% | 1,396,144 | $65.8M |
| First Command Advisory Services, Inc. | 0.63% | Add +2947338.3% | 1,385,296 | $65.3M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +55.8% | 1,372,188 | $64.7M |
| Integrated Wealth Concepts LLC | 0.77% | Reduce -12.7% | 1,333,476 | $62.8M |
| Assetmark, Inc. | 0.18% | Add +1.0% | 1,316,533 | $62.0M |
| Icon Wealth Advisors, LLC | 5.04% | Add +22.5% | 1,285,923 | $60.6M |
| Intelligence Driven Advisers, LLC | 8.14% | Add +0.1% | 1,208,538 | $56.9M |
| Stone House Investment Management, LLC | 11.75% | Add +18.5% | 1,206,989 | $56.9M |
| SteelPeak Wealth, LLC | 2.45% | Add +16.0% | 1,175,230 | $55.4M |
| Compass Ion Advisors, LLC | 6.65% | Add +5.8% | 1,153,265 | $54.3M |
| Avantax Advisory Services, Inc. | 0.35% | Add +22.5% | 1,119,689 | $52.8M |
| Morningstar Investment Services LLC | 0.52% | Add +24.3% | 1,082,130 | $51.1M |
| Prudential Financial Inc. | 0.07% | Add +4.6% | 1,046,686 | $49.3M |
| Horst & Graben Wealth Management LLC | 8.68% | Add +13.9% | 1,025,707 | $48.3M |
| Affinity Capital Advisors, LLC | 9.07% | Add +7.2% | 994,078 | $46.8M |
| Invst, LLC | 5.64% | Add +1.3% | 988,793 | $46.6M |
| Austin Private Wealth, LLC | 4.48% | Add +39.2% | 966,484 | $45.5M |
| Perigon Wealth Management, LLC | 1.22% | Add +33.9% | 958,181 | $45.1M |
| Keybank National Association | 0.16% | Add +7.5% | 898,844 | $42.4M |
| Blue Trust, Inc. | 0.55% | Reduce -4.0% | 926,480 | $41.9M |
| Destination Wealth Management | 1.28% | Add +3.5% | 874,107 | $41.2M |
| Baird Financial Group, Inc. | 0.08% | Add +75.0% | 848,025 | $40.0M |
| Orion Porfolio Solutions, LLC | 0.39% | Add +0.6% | 825,905 | $38.9M |
| Orion Portfolio Solutions, LLC | 0.39% | Add +0.6% | 825,905 | $38.9M |
| ONE Advisory Partners, LLC | 16.46% | Add +23.1% | 796,134 | $37.5M |
| B. Riley Wealth Advisors, Inc. | 1.04% | Add +11.8% | 797,695 | $37.5M |
| Strategic Blueprint, LLC | 2.27% | Add +23.3% | 772,422 | $36.4M |
| Stokes Family Office, LLC | 3.96% | Add +49.4% | 767,989 | $36.2M |
| Avidian Wealth Enterprises, LLC | 1.63% | Add +6.0% | 760,414 | $35.8M |
| Regions Financial Corp. | 0.25% | Reduce -6.5% | 741,299 | $34.9M |
| Brookstone Capital Management | 0.51% | Add +17.2% | 738,028 | $34.8M |
| Kestra Advisory Services, LLC | 0.19% | Reduce -32.9% | 727,412 | $34.3M |
| GM Advisory Group, LLC | 2.04% | Reduce -4.0% | 721,384 | $34.0M |
| PAX Financial Group, LLC | 5.99% | Add +10.6% | 708,357 | $33.4M |
| Diversified Portfolios, Inc. | 3.45% | Reduce -23.4% | 702,030 | $33.1M |
| Concourse Financial Group Securities, Inc. | 1.94% | Add +17.9% | 691,622 | $32.6M |
| G2 Capital Management, LLC / Oh | 9.59% | Add +0.2% | 691,174 | $32.6M |
| Jacobson & Schmitt Advisors, LLC | 6.62% | Add +6.0% | 684,816 | $32.3M |
| Keystone Financial Services | 12.14% | Add +18.7% | 664,455 | $31.3M |
| Trek Financial, LLC | 2.27% | Add +15.4% | 643,399 | $30.3M |
| CFS Investment Advisory Services, LLC | 2.53% | Add +20.0% | 639,894 | $30.2M |
| AE Wealth Management LLC | 0.27% | Add +31.9% | 639,391 | $30.1M |
| Stash Investments, LLC | 17.73% | Add +6.1% | 637,352 | $30.0M |
| HighTower Advisors, LLC | 0.04% | Add +20.4% | 637,286 | $30.0M |
| One Wealth Advisors, LLC | 4.38% | New | 606,266 | $28.6M |
| Legacy Financial Group LLC | 5.42% | Add +14.9% | 597,797 | $28.2M |
| Bay Harbor Wealth Management, LLC | 9.11% | Add +14.1% | 591,729 | $27.9M |
| Wealth Alliance, LLC | 3.12% | Add +19.1% | 554,213 | $26.1M |
| Elevation Wealth Partners, LLC | 11.09% | Add +1.6% | 548,440 | $25.8M |
| TNF LLC | 9.22% | Reduce -0.7% | 556,013 | $25.6M |
| Composition Wealth, LLC | 0.57% | Add +2.5% | 525,982 | $24.8M |
| UNIVEST FINANCIAL Corp | 1.61% | New | 517,593 | $24.4M |
| Spectrum Wealth Counsel, LLC | 2.83% | Add +17.4% | 507,866 | $23.9M |
| Oarsman Capital, Inc. | 4.38% | Add +16.6% | 502,675 | $23.7M |
| ORG Partners LLC | 3.82% | Reduce -14.8% | 502,619 | $23.7M |
| Shared Vision Wealth Group LLC | 12.22% | Add +19.5% | 485,418 | $22.9M |
| Savvy Advisors, Inc. | 4.51% | Add +97.2% | 471,144 | $22.2M |
| Regal Investment Advisors LLC | 1.55% | Add +58.1% | 468,091 | $22.1M |
| RFG Advisory, LLC | 0.67% | Add +14.8% | 466,345 | $22.0M |
| Global Strategic Investment Solutions, LLC | 2.54% | Reduce -14.2% | 460,963 | $21.7M |
| Simplicity Wealth,LLC | 2.01% | Add +30.6% | 459,476 | $21.7M |
| WCG Wealth Advisors LLC | 1.46% | Add +11.6% | 458,441 | $21.6M |
| Corient Private Wealth LP | 0.03% | Add +2.4% | 446,029 | $21.0M |
| True Vision MN LLC | 12.56% | Add +21.6% | 445,425 | $21.0M |
| Bank of Hawaii | 0.84% | Reduce -1.1% | 424,933 | $20.0M |
| Financial Life Advisors | 7.45% | Add +5.0% | 418,708 | $19.7M |
| Ashton Thomas Securities, LLC | 3.75% | Add +12.8% | 409,763 | $19.3M |
| Capital Analysts, LLC | 0.77% | Add +81.5% | 399,282 | $18.8M |
| Firestone Capital Management | 4.59% | Reduce -2.2% | 388,051 | $18.3M |
| &partners | 0.35% | Add +344.3% | 376,596 | $18.0M |
| Bensler, LLC | 2.24% | New | 376,759 | $17.8M |
| Hoxton Planning & Management, LLC | 6.79% | Add +10.0% | 372,224 | $17.5M |
| Apeiron RIA LLC | 4.91% | Add +39.9% | 363,645 | $17.1M |
| Retirement Capital Strategies | 6.67% | Add +2963.8% | 361,921 | $17.1M |
| West Wealth Group, LLC | 5.27% | Add +19.5% | 344,859 | $16.2M |
| Jane Street Group, LLC | 0.03% | Add +414.6% | 344,599 | $16.2M |
| GYL Financial Synergies, LLC | 1.22% | Reduce -1.2% | 344,134 | $16.2M |
| Central Pacific Bank - Trust Division | 2.13% | Add +10.6% | 343,153 | $16.2M |
| Advus Financial Partners, LLC | 4.58% | Add +7.4% | 340,772 | $16.1M |
| Claro Advisors Inc. | 2.04% | Add +49.4% | 335,101 | $15.8M |
| Stratos Wealth Advisors, LLC | 0.72% | Add +28.1% | 334,926 | $15.8M |
| Opes Wealth Management LLC | 3.02% | Add +1.4% | 333,058 | $15.7M |
| Liberty Wealth Management LLC | 2.63% | Reduce -48.7% | 328,886 | $15.5M |
| WealthShield Partners, LLC | 2.09% | Add +14.5% | 327,554 | $15.4M |
| Tennessee Valley Asset Management Partners | 2.52% | Add +3.8% | 322,699 | $15.2M |
| First Horizon Advisors, Inc. | 0.42% | Add +32.5% | 321,139 | $15.1M |
| Kickstand Ventures, Llc. | 3.55% | Add +17.6% | 295,659 | $13.9M |
| Merit Financial Group, LLC | 0.31% | Reduce -28.4% | 291,617 | $13.7M |
| Compound Planning, Inc. | 0.84% | Reduce -17.5% | 283,932 | $13.4M |
| Private Advisor Group, LLC | 0.08% | Add +69.4% | 277,409 | $13.1M |
| Forum Private Client Group LLC | 5.79% | Add +4.9% | 276,537 | $13.0M |
| Centurion Wealth Management LLC | 4.15% | — | 275,715 | $13.0M |
| PFG Advisors | 0.81% | Add +7.6% | 274,141 | $12.9M |
| 9258 Wealth Management, LLC | 1.89% | Reduce -4.5% | 271,685 | $12.8M |
| Mutual Advisors, LLC | 0.37% | Reduce -11.4% | 275,120 | $12.7M |
| TSA Wealth Managment LLC | 5.08% | Reduce -0.8% | 267,804 | $12.6M |
| Forthright Family Wealth Advisory LLC | 8.03% | Add +100.2% | 270,257 | $12.5M |
| FFG Retirement Advisors LLC | 8.14% | Add +9.8% | 265,098 | $12.5M |
| World Investment Advisors | 0.39% | Add +138.7% | 263,508 | $12.4M |
| My Legacy Advisors, LLC | 4.89% | Reduce -12.5% | 262,793 | $12.4M |
| Tiemann Investment Advisors, LLC | 5.33% | Reduce -3.7% | 262,483 | $12.4M |
| Security Financial Services, INC. | 2.52% | Add +2.7% | 262,456 | $12.4M |
| Townsquare Capital LLC | 0.14% | Add +18.1% | 254,072 | $12.0M |
| Mayflower Financial Advisors, LLC | 1.80% | Add +30.9% | 253,787 | $12.0M |
| D.A. Davidson & Co. | 0.09% | Reduce -4.0% | 241,415 | $11.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.56% | Add +2.9% | 239,494 | $11.3M |
| Smith Salley Wealth Management | 0.73% | Add +4.3% | 238,470 | $11.2M |
| Diversify Advisory Services, LLC | 0.60% | Reduce -11.4% | 243,081 | $11.2M |
| Scarborough Advisors, LLC | 1.79% | Add +27077.7% | 235,087 | $11.1M |
| Ancora Advisors LLC | 0.25% | Add +7.5% | 233,824 | $11.0M |
| Focus Financial Network, Inc. | 0.45% | Add +25.8% | 232,614 | $11.0M |
| Principal Securities, Inc. | 0.26% | Add +24.1% | 230,988 | $10.9M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -31.6% | 229,304 | $10.8M |
| Orgel Wealth Management, LLC | 0.27% | Reduce -0.3% | 228,076 | $10.7M |
| Csenge Advisory Group | 0.55% | Add +26.1% | 226,976 | $10.5M |
| Comerica Bank | 0.04% | Add +14.2% | 220,756 | $10.4M |
| Verus Capital Partners, LLC | 1.01% | Add +41.5% | 219,790 | $10.4M |
| Global Retirement Partners, LLC | 0.31% | Add +27.5% | 216,703 | $10.2M |
| Galvin, Gaustad & Stein, LLC | 0.91% | Add +8.5% | 214,675 | $10.1M |
| LVW Advisors, LLC | 1.29% | Add +31.7% | 213,150 | $10.0M |
| KWB Wealth | 1.29% | Add +9.0% | 218,525 | $9.9M |
| Cypress Wealth Services, LLC | 2.04% | Add +12.0% | 209,091 | $9.9M |
| Twelve Points Wealth Management LLC | 3.04% | Add +10.9% | 205,158 | $9.7M |
| Ewa, LLC | 3.38% | Add +41.2% | 207,972 | $9.5M |
| RCS Financial Planning, LLC | 5.22% | Add +11.3% | 199,608 | $9.4M |
| Mosley Wealth Management | 6.37% | Add +29.9% | 202,625 | $9.3M |
| Sowell Financial Services LLC | 0.43% | Reduce -7.5% | 197,377 | $9.3M |
| Lodestar Private Asset Management LLC | 1.17% | Add +5.2% | 195,391 | $9.2M |
| Dohj, LLC | 2.12% | Add +55.6% | 193,315 | $9.1M |
| SWP Financial LLC | 5.51% | Reduce -15.6% | 191,725 | $9.0M |
| R. W. Roge & Company, Inc. | 4.74% | Reduce -7.4% | 188,362 | $8.9M |
| Advisory Services Network, LLC | 0.18% | No change | 196,154 | $8.9M |
| Snowden Capital Advisors LLC | 0.27% | Add +10.6% | 187,236 | $8.8M |
| Triangle Securities Wealth Management | 2.25% | Add +1.7% | 184,669 | $8.7M |
| Summit Financial, LLC | 0.34% | Reduce -4.4% | 184,018 | $8.7M |
| Tradition Wealth Management, LLC | 0.75% | Add +18.1% | 179,422 | $8.5M |
| Twin Peaks Wealth Advisors, LLC | 3.78% | Add +37.1% | 174,042 | $8.2M |
| Wealth Group Ltd | 2.37% | Reduce -61.7% | 172,425 | $8.1M |
| Apollon Wealth Management, LLC | 0.23% | Add +27.4% | 169,871 | $8.0M |
| Copperleaf Capital, LLC | 6.11% | Add +1.0% | 169,401 | $8.0M |
| Trivium Point Advisory, LLC | 1.03% | Add +1.3% | 163,099 | $7.4M |
| Quattro Financial Advisors LLC | 2.09% | Reduce -0.7% | 159,941 | $7.4M |
| Peninsula Wealth, LLC | 1.28% | Add +8.6% | 157,955 | $7.4M |
| Tsfg, LLC | 1.60% | Add +3.2% | 155,158 | $7.3M |
| Hoese & Co LLP | 6.08% | Reduce -3.1% | 154,017 | $7.3M |
| Spire Wealth Management | 0.24% | Add +6.1% | 153,016 | $7.2M |
| Elevation Point Wealth Partners, LLC | 0.68% | Add +12.7% | 150,775 | $7.1M |
| CFO4Life Group, LLC | 1.25% | Add +5.1% | 149,756 | $7.1M |
| TRUE Private Wealth Advisors | 0.84% | Add +9.8% | 149,682 | $7.1M |
| Valley National Advisers Inc. | 1.27% | Reduce -47.9% | 149,679 | $7.1M |
| Summit Wealth Partners, LLC | 1.32% | Add +21.7% | 145,786 | $6.9M |
| Maia Wealth LLC | 1.68% | Add +49.0% | 147,942 | $6.8M |
| Client 1ST Advisory Group, LLC | 2.68% | Add +10.2% | 143,318 | $6.8M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Add +22.1% | 140,104 | $6.6M |
| Theory Financial LLC | 2.87% | Add +34.8% | 142,168 | $6.5M |
| Harbour Investments, Inc. | 0.19% | Add +39.0% | 137,238 | $6.5M |
| Alterna Wealth Management, Inc. | 5.80% | Add +20.3% | 137,076 | $6.5M |
| Signal Advisors Wealth, LLC | 0.92% | Add +2816.2% | 136,972 | $6.5M |
| MBA Advisors LLC | 3.09% | Add +6.7% | 136,690 | $6.4M |
| Regimen Wealth, LLC | 2.08% | Add +1.3% | 136,381 | $6.4M |
| BCU Wealth Advisors, LLC | 3.77% | Add +25.2% | 134,128 | $6.3M |
| Royal Fund Management, LLC | 0.44% | Add +16.7% | 131,670 | $6.2M |
| Spectrum Planning & Advisory Services Inc. | 5.85% | Reduce -16.8% | 129,179 | $6.1M |
| Maripau Wealth Management LLC | 5.25% | Add +10.9% | 128,562 | $6.1M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.1% | 123,269 | $5.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.8% | 121,914 | $5.7M |
| Conscious Wealth Investments, LLC | 3.92% | Reduce -3.3% | 123,946 | $5.7M |
| Swmg, LLC | 2.34% | Reduce -4.8% | 124,407 | $5.7M |
| Pettinga Financial Advisors LLC | 1.33% | Add +607.4% | 119,549 | $5.6M |
| Worth Financial Advisory Group, LLC | 3.29% | Add +4.6% | 118,969 | $5.6M |
| Westside Investment Management, Inc. | 1.18% | Reduce -0.5% | 118,079 | $5.6M |
| Moneywise, Inc. | 2.72% | Add +2.1% | 117,506 | $5.5M |
| IFP Advisors, Inc | 0.20% | Add +15.5% | 116,868 | $5.5M |
| Gateway Wealth Partners, LLC | 1.51% | Add +7.3% | 116,530 | $5.5M |
| Eight 31 Financial, LLC | 4.23% | Add +10.0% | 115,519 | $5.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.73% | Add +35.2% | 115,107 | $5.4M |
| Firethorn Wealth Partners, LLC | 2.74% | Add +16.7% | 114,587 | $5.4M |
| AdvisorNet Financial, Inc | 0.39% | Add +9.6% | 111,572 | $5.3M |
| Transcend Capital Advisors, LLC | 0.35% | Add +20.8% | 109,334 | $5.2M |
| Venturi Wealth Management, LLC | 0.27% | Reduce -2.7% | 108,630 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.1% | 108,198 | $5.1M |
| Captrust Financial Advisors | 0.01% | Add +99.1% | 107,538 | $5.1M |
| First Heartland Consultants, Inc. | 0.52% | Add +38.5% | 102,664 | $4.8M |
| Mgo One Seven LLC | 0.21% | Add +318.7% | 102,589 | $4.8M |
| Concorde Asset Management, LLC | 2.72% | Add +44.8% | 102,098 | $4.8M |
| Keebeck Wealth Management | 0.69% | Add +42.4% | 101,101 | $4.8M |
| Triad Wealth Partners, LLC | 2.50% | New | 99,884 | $4.7M |
| NorthCoast Asset Management LLC | 0.03% | New | 99,673 | $4.7M |
| Life Planning Partners, Inc | 4.14% | Add +2.5% | 98,383 | $4.6M |
| IFG Advisory, LLC | 0.29% | Add +9.5% | 97,712 | $4.6M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +12.2% | 97,534 | $4.6M |
| LifePlan Investment Advisors, Inc. | 2.92% | Add +17.2% | 96,944 | $4.6M |
| Keystone Wealth Services, LLC | 1.22% | Add +0.2% | 93,717 | $4.4M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +18.0% | 92,957 | $4.4M |
| Redwood Investment Management, LLC | 0.38% | Add +36.1% | 91,995 | $4.3M |
| Ignite Planners, LLC | 0.98% | Add +3.7% | 90,885 | $4.3M |
| White Lighthouse Investment Management Inc. | 0.77% | Add +4.2% | 90,521 | $4.3M |
| WealthPLAN Partners, LLC | 0.56% | Add +9.2% | 89,184 | $4.2M |
| Sovereign Financial Group, Inc. | 0.98% | Add +27.8% | 89,097 | $4.2M |
| Park Place Capital Corp | 1.14% | Reduce -11.5% | 84,037 | $4.0M |
| Lansing Street Advisors | 1.43% | Add +3.9% | 82,176 | $3.9M |
| Randall & Associates Wealth Management | 3.16% | Add +4.4% | 81,802 | $3.9M |
| Fullcircle Wealth LLC | 1.73% | Add +21.9% | 83,760 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +14.6% | 80,587 | $3.8M |
| Kraft, Davis & Associates, LLC | 1.13% | Reduce -0.3% | 82,799 | $3.8M |
| VestGen Investment Management | 1.06% | Add +19.5% | 80,464 | $3.8M |
| Creative Financial Designs Inc. | 0.32% | Add +7.7% | 80,274 | $3.8M |
| Aspire Private Capital, LLC | 0.87% | Add +44.0% | 77,821 | $3.7M |
| Clearview Wealth Advisors LLC | 2.82% | Add +9.8% | 77,579 | $3.7M |
| Sheridan Capital Management, LLC | 2.53% | Add +1.6% | 76,135 | $3.6M |
| Adapt Wealth Advisors, LLC | 1.90% | Reduce -41.7% | 75,522 | $3.6M |
| Ascentis Wealth Management, LLC | 1.32% | — | 74,603 | $3.5M |
| Shira Ridge Wealth Management | 1.78% | Add +294.7% | 74,055 | $3.5M |
| Strategy Asset Managers LLC | 0.67% | New | 73,708 | $3.5M |
| Agilis Partners LLC | 0.96% | No change | 73,010 | $3.4M |
| Bush Investment Group, LLC | 2.70% | Add +17.4% | 71,794 | $3.4M |
| Modern Wealth Management, LLC | 0.21% | Add +26.9% | 71,372 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +14.9% | 70,516 | $3.3M |
| Maxwell Wealth Strategies Inc. | 1.40% | Add +7.9% | 72,098 | $3.3M |
| Ascentis Independent Advisors | 0.52% | Add +58.8% | 70,086 | $3.3M |
| Sigma Planning Corp | 0.10% | Reduce -17.6% | 69,279 | $3.3M |
| Richard W. Paul & Associates, LLC | 1.15% | Add +2.0% | 67,666 | $3.2M |
| Maiden Cove Capital, LLC | 4.97% | Add +16.7% | 67,608 | $3.2M |
| Aptus Capital Advisors, LLC | 0.05% | Add +147.7% | 66,911 | $3.2M |
| BOS Asset Management, LLC | 1.16% | Add +56.4% | 66,208 | $3.1M |
| Clear Creek Financial Management, LLC | 0.35% | Add +18.8% | 65,753 | $3.1M |
| Sutton Place Investors LLC | 1.89% | Add +21.0% | 65,572 | $3.1M |
| Nwam LLC | 0.19% | New | 65,522 | $3.1M |
| Evolution Wealth Advisors, LLC | 0.56% | Add +9.8% | 65,433 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +5.1% | 64,669 | $3.0M |
| Absolute Capital Management, LLC | 1.81% | Add +31.8% | 64,609 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +17.2% | 63,949 | $3.0M |
| Western Wealth Management, LLC | 0.17% | Add +58.6% | 63,672 | $3.0M |
| Braun-Bostich & Associates Inc. | 2.06% | Add +47.7% | 62,692 | $3.0M |
| FC Advisory LLC | 0.99% | Add +1.4% | 62,437 | $2.9M |
| Sunesis Advisors, LLC | 1.75% | Add +0.8% | 61,628 | $2.9M |
| Arete Wealth Advisors, LLC | 0.25% | Reduce -19.8% | 61,573 | $2.9M |
| Cooper Financial Group | 0.37% | Add +20.1% | 61,023 | $2.9M |
| Capital Planning LLC | 0.80% | Reduce -33.4% | 60,692 | $2.9M |
| Continuum Advisory, LLC | 0.36% | Add +6.7% | 62,287 | $2.8M |
| Arkadios Wealth Advisors | 0.16% | Reduce -7.6% | 59,612 | $2.8M |
| Alternative Investment Advisors, LLC. | 1.47% | Add +34.4% | 59,282 | $2.8M |
| Private Trust Co. NA | 0.28% | Add +64.1% | 59,020 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.07% | New | 59,011 | $2.8M |
| Vertex Planning Partners, LLC | 0.66% | Add +28.5% | 58,378 | $2.8M |
| Emergent Wealth Advisors, LLC | 2.02% | Add +32.0% | 57,951 | $2.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -10.5% | 57,031 | $2.7M |
| Hutchens & Kramer Investment Management Group, LLC | 1.49% | Add +55.0% | 56,880 | $2.7M |
| Opal Wealth Advisors, LLC | 0.83% | Reduce -4.3% | 56,122 | $2.6M |
| Creative Planning | 0.00% | Add +8.0% | 54,714 | $2.6M |
| Tempus Wealth Planning, LLC | 0.94% | Add +18.4% | 54,553 | $2.6M |
| Visionary Wealth Advisors | 0.16% | Add +45.1% | 54,090 | $2.5M |
| Investment Advisory Group, LLC | 0.88% | Add +3.5% | 53,946 | $2.5M |
| AQR Capital Management | 0.00% | Add +949.9% | 53,282 | $2.5M |
| W Advisors, LLC | 1.54% | Add +49.8% | 53,118 | $2.5M |
| Montecito Bank & Trust | 0.42% | Reduce -0.3% | 52,839 | $2.5M |
| Northwest Capital Management Inc | 0.89% | Reduce -3.6% | 52,562 | $2.5M |
| Legacy Edge Advisors, LLC | 0.40% | Add +7.5% | 52,547 | $2.5M |
| Optivise Advisory Services LLC | 1.30% | Reduce -0.6% | 52,362 | $2.5M |
| KFA Private Wealth Group, LLC | 1.17% | Reduce -8.1% | 52,060 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -4.6% | 51,864 | $2.4M |
| JT Stratford LLC | 0.42% | Add +9.8% | 51,428 | $2.4M |
| Merkkuri Wealth Advisors LLC | 1.90% | Add +36.8% | 51,060 | $2.4M |
| CoreCap Advisors, LLC | 0.11% | Add +95.6% | 50,835 | $2.4M |
| Elios Financial Group Inc. | 1.10% | — | 50,378 | $2.4M |
| Howard Capital Management, LLC | 0.04% | Reduce -4.6% | 48,924 | $2.3M |
| Resurgent Financial Advisors LLC | 1.35% | Add +26.4% | 48,600 | $2.3M |
| Phillips Financial Management, LLC | 0.18% | Reduce -12.1% | 48,120 | $2.3M |
| Gen-Wealth Partners Inc | 0.98% | Add +3.0% | 49,142 | $2.3M |
| Coldstream Capital Management Inc. | 0.05% | Add +12.0% | 47,235 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | Add +67.0% | 46,546 | $2.2M |
| WR Wealth Planners, LLC | 0.60% | Reduce -0.1% | 46,128 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -28.8% | 44,957 | $2.1M |
| Patriot Investment Management Group, Inc. | 0.15% | Add +0.1% | 44,366 | $2.1M |
| Financial Advocates Investment Management | 0.11% | Reduce -70.1% | 40,596 | $2.0M |
| Leavell Investment Management, Inc. | 0.10% | Add +8.2% | 42,201 | $2.0M |
| Geneos Wealth Management Inc. | 0.08% | Add +0.3% | 42,196 | $2.0M |
| Apella Capital, LLC | 0.08% | Reduce -0.1% | 42,121 | $2.0M |
| Journey Strategic Wealth LLC | 0.07% | Add +590.7% | 41,890 | $2.0M |
| Foster Group, Inc. | 0.07% | Reduce -0.4% | 41,313 | $1.9M |
| Andina Capital Management, LLC | 1.46% | Reduce -0.5% | 40,667 | $1.9M |
| Kelly Financial Services LLC | 0.69% | Add +12.9% | 39,822 | $1.9M |
| CAP Partners, LLC | 1.39% | Add +15.3% | 39,409 | $1.9M |
| WBH Advisory Inc. | 0.17% | Reduce -5.6% | 38,964 | $1.8M |
| Stephens Inc. | 0.03% | Reduce -3.3% | 38,772 | $1.8M |
| Catalina Capital Group, LLC | 0.62% | Add +14.6% | 38,585 | $1.8M |
| Independent Financial Group, LLC | 0.07% | Add +11.2% | 38,387 | $1.8M |
| Citigroup Inc. | 0.00% | Add +5.0% | 37,467 | $1.8M |
| Oliver Lagore Vanvalin Investment Group | 0.47% | Add +7.4% | 37,162 | $1.8M |
| RDA Financial Network | 0.54% | Add +8.6% | 36,944 | $1.7M |
| IRON Financial LLC | 0.94% | Reduce -1.6% | 36,742 | $1.7M |
| Seneca Financial Advisors LLC | 0.83% | Add +0.8% | 36,408 | $1.7M |
| Columbus Macro, LLC | 0.60% | Reduce -5.5% | 35,259 | $1.7M |
| Pinion Investment Advisors, LLC | 0.69% | Add +170.5% | 34,725 | $1.6M |
| LexAurum Advisors, LLC | 0.36% | Add +6.4% | 34,605 | $1.6M |
| Eq LLC | 0.80% | Add +43.4% | 33,778 | $1.6M |
| Edgestream Partners, L.P. | 0.07% | New | 33,596 | $1.6M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -20.3% | 33,453 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +10.8% | 33,426 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +55.3% | 33,012 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +12.0% | 32,427 | $1.5M |
| Beacon Financial Advisory LLC | 0.52% | Add +18.4% | 32,385 | $1.5M |
| Retireful, LLC | 1.12% | New | 32,220 | $1.5M |
| OMNI 360 Wealth, Inc. | 1.04% | Add +1.3% | 32,185 | $1.5M |
| Perennial Investment Advisors, LLC | 0.20% | Add +18.0% | 32,035 | $1.5M |
| Semmax Financial Advisors Inc. | 0.41% | Add +33.8% | 32,909 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +19.4% | 31,652 | $1.5M |
| Two West Capital Advisors LLC | 1.20% | Add +21.2% | 31,463 | $1.5M |
| Meridian Wealth Partners, LLC | 0.23% | Add +21.7% | 30,864 | $1.5M |
| Tarbox Family Office, Inc. | 0.23% | Add +2.5% | 30,334 | $1.4M |
| Appleton Partners Inc. | 0.10% | Reduce -1.2% | 29,567 | $1.4M |
| World Equity Group, Inc. | 0.50% | Add +38.1% | 29,496 | $1.4M |
| Argent Advisors, Inc. | 0.51% | Add +7.6% | 29,080 | $1.4M |
| Betterment LLC | 0.00% | Add +5.3% | 28,970 | $1.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Add +0.7% | 28,934 | $1.4M |
| ETF Portfolio Partners, Inc. | 0.40% | Reduce -13.6% | 28,663 | $1.4M |
| Detalus Advisors, LLC | 0.45% | Reduce -1.9% | 28,537 | $1.3M |
| NBT Bank, N.A. | 0.09% | Reduce -2.7% | 28,241 | $1.3M |
| Fulcrum Equity Management | 1.12% | Add +14.9% | 28,115 | $1.3M |
| Windward Private Wealth Management Inc. | 0.51% | Reduce -0.3% | 28,105 | $1.3M |
| Morris Financial Concepts, Inc. | 0.57% | Add +35.0% | 27,988 | $1.3M |
| Ascent Group, LLC | 0.10% | Reduce -20.4% | 27,573 | $1.3M |
| Vantage Financial Partners, LLC | 0.32% | Add +96.4% | 27,472 | $1.3M |
| Klaas Financial Asset Advisors, LLC | 0.22% | Reduce -1.2% | 27,268 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Reduce -3.5% | 27,238 | $1.3M |
| Wealthgarden F.S. LLC | 1.23% | Add +19.1% | 26,897 | $1.3M |
| TrueWealth Advisors, LLC | 0.42% | Reduce -17.7% | 26,789 | $1.3M |
| Moors & Cabot, Inc. | 0.06% | Add +8.9% | 26,521 | $1.2M |
| Aveo Capital Partners, LLC | 0.13% | Add +25.4% | 26,407 | $1.2M |
| Linscomb Wealth, Inc. | 0.06% | Add +0.0% | 26,387 | $1.2M |
| Western Financial Corp | 0.70% | Add +18.1% | 26,206 | $1.2M |
| Certus Wealth Management, LLC | 0.84% | No change | 25,736 | $1.2M |
| Latitude Advisors, LLC | 0.68% | Add +28.1% | 25,573 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | Reduce -3.0% | 25,084 | $1.2M |
| Essential Planning, LLC. | 0.48% | No change | 25,004 | $1.2M |
| Heck Capital Advisors, LLC | 0.14% | Add +115.3% | 24,845 | $1.2M |
| Dentgroup LLC | 0.87% | Add +26.6% | 24,654 | $1.2M |
| Farrell Financial LLC | 0.82% | Reduce -3.6% | 25,150 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +293.0% | 24,309 | $1.1M |
| Lifeworks Advisors, LLC | 0.22% | Add +23.5% | 24,145 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +59.7% | 23,675 | $1.1M |
| Objective Capital Management, LLC | 0.64% | — | 23,284 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Add +458.4% | 23,186 | $1.1M |
| Hill Island Financial LLC | 0.33% | Add +0.3% | 22,998 | $1.1M |
| Quartz Partners, LLC | 0.67% | — | 22,796 | $1.1M |
| RHS Financial, LLC | 0.54% | Add +7.9% | 22,789 | $1.1M |
| Aspire Wealth Management Corp | 0.56% | Add +36.5% | 22,166 | $1.0M |
| Richardson Financial Services Inc. | 0.66% | No change | 23,066 | $1.0M |
| Richard P Slaughter Associates Inc | 0.24% | Reduce -4.5% | 22,121 | $1.0M |
| Accurate Wealth Management, LLC | 0.21% | New | 22,318 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.23% | No change | 22,011 | $1.0M |
| Wells Financial Advisors INC | 1.39% | Reduce -7.0% | 21,900 | $1.0M |
| New Republic Capital, LLC | 0.59% | Add +16.5% | 21,738 | $1.0M |
| Wintrust Investments LLC | 0.75% | Reduce -89.5% | 21,653 | $1.0M |
| MN Wealth Advisors, LLC | 0.58% | Reduce -5.0% | 21,601 | $1.0M |
| Flagstar Securities, Inc. | 0.26% | Add +14.6% | 21,367 | $1.0M |
| Semus Wealth Partners LLC | 0.70% | Add +81.1% | 21,325 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -3.4% | 21,218 | $1000K |
| Argent Trust Co | 0.04% | Add +100.8% | 20,997 | $989K |
| Cresset Asset Management, LLC | 0.00% | Add +23.5% | 20,981 | $989K |
| Cahill Financial Advisors Inc. | 0.14% | Add +2.2% | 20,978 | $989K |
| Raleigh Capital Management Inc. | 0.38% | Add +22.4% | 20,968 | $988K |
| Benjamin Edwards Inc. | 0.01% | New | 20,924 | $986K |
| FinTrust Capital Advisors, LLC | 0.17% | Reduce -21.1% | 20,914 | $985K |
| Wbi Investments, LLC | 0.23% | Reduce -11.6% | 20,678 | $974K |
| Old North State Trust, LLC | 0.79% | Add +121.9% | 20,677 | $974K |
| SageView Advisory Group, LLC | 0.05% | New | 20,647 | $973K |
| FWG Investments, LLC. | 0.84% | Add +49.7% | 20,562 | $969K |
| Sound Income Strategies, LLC | 0.06% | Add +1.1% | 20,423 | $962K |
| Beacon Financial Group | 0.10% | Add +34.9% | 20,335 | $958K |
| Valmark Advisers, Inc. | 0.01% | Reduce -40.9% | 20,200 | $952K |
| Marino, Stram & Associates LLC | 0.21% | Add +38.7% | 20,159 | $950K |
| Pinnacle Family Advisors, LLC | 0.49% | Reduce -0.6% | 20,054 | $945K |
| MSH Capital Advisors LLC | 0.28% | Add +74.2% | 19,401 | $914K |
| Mather Group, Llc. | 0.01% | Add +121.0% | 19,187 | $904K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -15.0% | 18,816 | $887K |
| Renasant Bank | 0.56% | Reduce -34.3% | 18,015 | $849K |
| ShoreHaven Wealth Partners, LLC | 0.41% | Add +20.3% | 17,923 | $845K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | New | 17,865 | $842K |
| Aspiriant, LLC | 0.03% | Add +9.6% | 17,830 | $840K |
| Cape Investment Advisory, Inc. | 0.34% | Add +58.5% | 17,804 | $839K |
| Sunbelt Securities, Inc. | 0.08% | Add +29.3% | 17,760 | $837K |
| Epiq Partners, LLC | 0.47% | New | 17,629 | $831K |
| TFB Advisors LLC | 0.25% | Reduce -1.4% | 17,543 | $827K |
| Fiduciary Trust Co | 0.01% | Add +111.0% | 17,493 | $824K |
| HUB Investment Partners, LLC | 0.04% | Reduce -5.1% | 17,096 | $806K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -4.8% | 16,992 | $801K |
| Burt Wealth Advisors | 0.20% | Reduce -4.9% | 16,877 | $795K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -19.6% | 16,707 | $787K |
| Beverly Hills Private Wealth, LLC | 0.15% | Reduce -6.6% | 15,942 | $751K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +4.2% | 15,928 | $751K |
| Syntegra Private Wealth Group, LLC | 0.09% | Add +24.0% | 15,753 | $742K |
| Midwest Heritage Bank, FSB | 0.34% | Add +0.3% | 15,415 | $726K |
| Napatree Capital LLC | 0.50% | Reduce -4.1% | 15,353 | $723K |
| Zions Bancorporation, N.A. | 0.05% | No change | 15,310 | $721K |
| Empirical Asset Management, LLC | 0.26% | Add +13.3% | 15,246 | $718K |
| 17 Capital Partners, LLC | 0.46% | Add +18.4% | 15,066 | $710K |
| Kingsview Wealth Management, LLC | 0.01% | Add +119.7% | 14,858 | $700K |
| Bailard, Inc. | 0.02% | New | 14,250 | $671K |
| Heritage Family Offices, LLP | 0.34% | Add +34.1% | 14,062 | $663K |
| Lion Street Advisors, LLC | 0.23% | Add +44.7% | 13,913 | $656K |
| Kingdom Financial Group LLC. | 0.49% | Add +5.4% | 13,820 | $651K |
| Schmidt P J Investment Management Inc. | 0.11% | Reduce -0.2% | 13,806 | $651K |
| Axxcess Wealth Management, LLC | 0.02% | Add +185.7% | 13,793 | $650K |
| WJ Wealth Management, LLC | 0.23% | Reduce -80.9% | 13,659 | $644K |
| Rehmann Capital Advisory Group | 0.04% | Add +7.5% | 13,603 | $641K |
| Able Wealth Management LLC | 0.48% | New | 13,456 | $634K |
| Harbor Group, Inc. | 0.15% | Reduce -16.0% | 13,378 | $630K |
| Equita Financial Network, Inc. | 0.23% | New | 13,338 | $628K |
| Quadcap Wealth Management, LLC | 0.10% | Add +37.2% | 12,993 | $612K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +28.1% | 12,519 | $590K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -15.7% | 12,458 | $589K |
| EP Wealth Advisors, LLC | 0.01% | Add +36.0% | 12,471 | $588K |
| StoneX Group Inc. | 0.04% | Reduce -7.2% | 12,462 | $587K |
| Flow Traders U.S. LLC | 0.03% | New | 12,430 | $586K |
| Spinnaker Trust | 0.04% | Reduce -1.1% | 12,321 | $581K |
| Trust Point Inc. | 0.04% | Add +59.3% | 12,243 | $577K |
| Smartleaf Asset Management LLC | 0.07% | Add +28.6% | 12,121 | $573K |
| BOK Financial Private Wealth, Inc. | 0.04% | Reduce -11.7% | 11,943 | $563K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -16.1% | 11,834 | $558K |
| Global Financial Private Client, LLC | 0.22% | Add +9.0% | 11,828 | $557K |
| Spectrum Strategic Capital Management, LLC | 0.38% | New | 11,772 | $555K |
| Interchange Capital Partners, LLC | 0.20% | Add +24.7% | 11,707 | $552K |
| Howe & Rusling Inc. | 0.05% | Reduce -1.2% | 11,607 | $547K |
| Cibc World Market Inc. | 0.00% | Add +70.9% | 11,546 | $544K |
| TD Private Client Wealth LLC | 0.02% | Add +104.0% | 11,490 | $541K |
| Insight Wealth Partners, LLC | 0.33% | Add +22.9% | 11,474 | $541K |
| ETF Store, Inc. | 0.54% | Reduce -1.6% | 11,230 | $529K |
| LongView Wealth Management | 0.17% | Add +9.9% | 11,191 | $527K |
| Rothschild Wealth LLC | 0.15% | Reduce -95.4% | 11,030 | $513K |
| Savant Capital, LLC | 0.00% | Add +4.5% | 10,770 | $508K |
| New Century Financial Group, LLC | 0.18% | Add +22.0% | 10,578 | $498K |
| Verity Asset Management, Inc. | 0.19% | Reduce -7.5% | 10,468 | $493K |
| 180 Wealth Advisors, LLC | 0.08% | Add +13.9% | 10,447 | $492K |
| Stonebrook Private Inc. | 0.13% | Reduce -85.3% | 10,421 | $491K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +0.8% | 10,355 | $488K |
| Prospera Financial Services Inc | 0.01% | Add +32.3% | 10,208 | $481K |
| McAdam, LLC | 0.03% | Reduce -14.2% | 10,124 | $477K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +42.3% | 10,011 | $472K |
| Avior Wealth Management, LLC | 0.02% | Reduce -35.0% | 10,000 | $471K |
| RFP Financial Group LLC | 0.15% | Reduce -16.3% | 9,837 | $464K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +25.1% | 9,743 | $459K |
| TCTC Holdings, LLC | 0.02% | New | 9,639 | $454K |
| Trilogy Capital Inc. | 0.02% | Add +18.4% | 9,561 | $451K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +39.1% | 9,548 | $450K |
| Ellevest, Inc. | 0.02% | Reduce -21.2% | 9,522 | $449K |
| Financial Counselors Inc. | 0.01% | New | 9,175 | $432K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -49.0% | 9,171 | $432K |
| Bellwether Advisors, LLC | 0.08% | Reduce -1.1% | 9,148 | $431K |
| Hobart Private Capital, LLC | 0.11% | Reduce -1.5% | 9,147 | $431K |
| Meridian Wealth Management, LLC | 0.02% | Add +4.8% | 8,969 | $423K |
| City State Bank | 0.15% | Reduce -3.0% | 8,597 | $405K |
| Family Capital Trust Co | 0.13% | No change | 8,502 | $401K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 8,489 | $400K |
| Bank of Montreal | 0.00% | Add +10.8% | 8,375 | $396K |
| Cornerstone Planning Group LLC | 0.10% | Reduce -22.1% | 8,483 | $390K |
| Blueprint Investment Partners LLC | 0.07% | New | 8,245 | $389K |
| TCP Asset Management, LLC | 0.09% | New | 8,218 | $387K |
| Graypoint LLC | 0.02% | Reduce -44.0% | 8,170 | $385K |
| Cerity Partners LLC | 0.00% | Add +2.1% | 8,153 | $384K |
| Davidson Investment Advisors | 0.02% | No change | 8,057 | $380K |
| Private Capital Management LLC | 0.07% | Reduce -31.3% | 8,045 | $379K |
| Criterion Capital Advisors, LLC | 0.23% | No change | 8,211 | $371K |
| Capital Investment Counsel, LLC | 0.06% | Reduce -63.9% | 7,870 | $371K |
| Vermillion & White Wealth Management Group, LLC | 0.27% | Reduce -11.4% | 7,796 | $367K |
| Visionary Horizons, LLC | 0.24% | Add +34.4% | 7,776 | $366K |
| Keystone Financial Group | 0.05% | New | 7,689 | $362K |
| Strategic Equity Management | 0.17% | Reduce -1.5% | 7,632 | $360K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | No change | 7,571 | $357K |
| Snider Financial Group | 0.13% | Add +3.3% | 7,521 | $354K |
| Magnus Financial Group LLC | 0.04% | Add +30.7% | 7,387 | $348K |
| Waverly Advisors, LLC | 0.01% | Add +0.5% | 7,332 | $345K |
| Ameritas Advisory Services, LLC | 0.01% | Add +18.6% | 7,284 | $343K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -29.4% | 7,204 | $339K |
| Sfmg, LLC | 0.03% | Add +17.3% | 7,087 | $334K |
| Wedbush Securities Inc. | 0.01% | Add +0.6% | 6,918 | $326K |
| Pinnacle Bancorp, Inc. | 0.09% | Reduce -10.0% | 6,880 | $324K |
| Raymond James Trust N.A. | 0.01% | Add +12.8% | 6,819 | $321K |
| Atlas Private Wealth Advisors | 0.05% | Add +2.6% | 6,809 | $321K |
| Fermata Advisors, LLC | 0.06% | Add +15.6% | 6,774 | $319K |
| Destiny Wealth Partners, LLC | 0.05% | Add +1.2% | 6,616 | $312K |
| HB Wealth Management, LLC | 0.00% | New | 6,570 | $310K |
| Darden Wealth Group Inc | 0.22% | Add +1.9% | 6,496 | $306K |
| Arlington Trust Co LLC | 0.07% | No change | 6,492 | $306K |
| Hibernia Wealth Partners, LLC | 0.11% | Add +17.1% | 6,447 | $304K |
| Independent Wealth Network Inc. | 0.13% | Reduce -6.3% | 6,318 | $298K |
| EWG Elevate Inc. | 0.12% | Add +17.8% | 6,274 | $296K |
| Freedom Investment Management, Inc. | 0.02% | Add +4.7% | 6,249 | $294K |
| Financial Sense Advisors, Inc. | 0.08% | Add +7.5% | 6,200 | $292K |
| CapWealth Advisors, LLC | 0.03% | No change | 6,130 | $289K |
| Successful Portfolios LLC | 0.19% | Reduce -3.6% | 6,049 | $285K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 5,921 | $279K |
| Evercore Wealth Management, LLC | 0.00% | New | 5,811 | $274K |
| Lantern Wealth Advisors, LLC | 0.19% | Add +25.1% | 5,781 | $272K |
| Alera Investment Advisors, LLC | 0.03% | No change | 5,762 | $272K |
| Kovack Advisors, Inc. | 0.03% | Add +4.3% | 5,557 | $262K |
| Redwood Financial Network Corp | 0.20% | Reduce -5.9% | 5,509 | $260K |
| Cadence Bank | 0.02% | Add +5.5% | 5,332 | $251K |
| Francis Financial, Inc. | 0.07% | No change | 5,323 | $251K |
| Waterloo Capital, L.P. | 0.03% | New | 5,302 | $250K |
| Quad-Cities Investment Group, LLC | 0.13% | Add +14.7% | 5,294 | $249K |
| Commerce Bank | 0.00% | New | 5,251 | $247K |
| MidAtlantic Capital Management, Inc. | 0.18% | No change | 5,213 | $246K |
| Commonwealth Retirement Investments LLC | 0.10% | Reduce -3.0% | 5,190 | $245K |
| GC Wealth Management RIA, LLC | 0.04% | No change | 4,978 | $235K |
| Altiora Financial Group, LLC | 0.05% | No change | 4,964 | $234K |
| Kowal Investment Group, LLC | 0.04% | New | 4,874 | $230K |
| Insight Folios Inc | 0.08% | No change | 4,843 | $228K |
| Fortis Capital Advisors, LLC | 0.08% | New | 4,818 | $227K |
| Belpointe Asset Management LLC | 0.01% | Reduce -11.8% | 4,818 | $227K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | New | 4,767 | $225K |
| Scott Capital Advisors, LLC | 0.06% | No change | 4,751 | $224K |
| NewEdge Wealth, LLC | 0.00% | Reduce -39.9% | 4,733 | $223K |
| Inspire Advisors, LLC | 0.03% | New | 4,687 | $221K |
| Trinity Wealth Management, LLC | 0.10% | New | 4,632 | $218K |
| Madison Wealth Partners, Inc | 0.06% | No change | 4,579 | $216K |
| Founders Financial Alliance, LLC | 0.06% | Add +4.7% | 4,575 | $216K |
| Strategic Wealth Partners, Ltd. | 0.02% | No change | 4,560 | $215K |
| 1900 Wealth Management LLC | 0.02% | Reduce -0.3% | 4,515 | $213K |
| Fisher Asset Management | 0.00% | Reduce -16.6% | 4,454 | $210K |
| Vanguard Group Inc. | 0.00% | New | 4,426 | $209K |
| Summit X, LLC | 0.05% | Reduce -8.2% | 4,580 | $207K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +0.3% | 4,350 | $205K |
| Gilbert & Cook, Inc. | 0.03% | New | 4,344 | $205K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -54.3% | 4,285 | $202K |
| Lanark Financial, Inc. | 0.02% | Add +29.0% | 4,202 | $197K |
| Financial Gravity Companies, Inc. | 0.05% | — | 4,021 | $189K |
| Financial Management Professionals, Inc. | 0.02% | No change | 3,843 | $181K |
| Element Wealth, LLC | 0.09% | Add +2.9% | 3,750 | $177K |
| Matrix Trust Co | 0.03% | New | 3,689 | $174K |
| Stephens Consulting, LLC | 0.04% | No change | 3,636 | $171K |
| Beacon Capital Management, LLC | 0.02% | New | 3,632 | $171K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3,556 | $168K |
| Coppell Advisory Solutions LLC | 0.02% | Add +35.4% | 3,534 | $167K |
| Sugarloaf Wealth Management, LLC | 0.03% | Add +8.4% | 3,447 | $162K |
| Fifth Third Bancorp | 0.00% | Add +238.0% | 3,346 | $158K |
| Mfa Wealth Advisors, LLC | 0.03% | No change | 3,261 | $154K |
| Sachetta, LLC | 0.06% | Add +0.7% | 3,175 | $150K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 3,071 | $145K |
| Bogart Wealth, LLC | 0.01% | Reduce -6.0% | 3,000 | $141K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +3742.4% | 2,536 | $119K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +447.7% | 2,043 | $96K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,975 | $93K |
| CVA Family Office, LLC | 0.02% | No change | 1,969 | $93K |
| Lindbrook Capital, LLC | 0.01% | New | 1,947 | $92K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +11.9% | 1,909 | $90K |
| Colonial Trust Co / SC | 0.01% | No change | 1,897 | $89K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 1,826 | $86K |
| Joseph Group Capital Management | 0.03% | Reduce -10.4% | 1,823 | $86K |
| Harbor Investment Advisory, LLC | 0.01% | Add +7.0% | 1,798 | $85K |
| FAS Wealth Partners, Inc. | 0.01% | Add +6.6% | 1,786 | $84K |
| Iron Horse Wealth Management, LLC | 0.03% | New | 1,724 | $81K |
| REAP Financial Group, LLC | 0.02% | Add +14.4% | 1,584 | $75K |
| Signaturefd, LLC | 0.00% | Reduce -1.6% | 1,567 | $74K |
| Arax Advisory Partners | 0.01% | No change | 1,544 | $73K |
| LGT Financial Advisors LLC | 0.17% | Add +18.2% | 1,421 | $67K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,374 | $65K |
| Parallel Advisors, LLC | 0.00% | Add +8.8% | 1,317 | $62K |
| Sandy Spring Bank | 0.00% | No change | 1,286 | $61K |
| Tucker Asset Management LLC | 0.01% | Add +77.5% | 1,255 | $59K |
| Valued Wealth Advisors LLC | 0.04% | New | 1,241 | $58K |
| Family Asset Management, LLC | 0.03% | Add +30.2% | 1,151 | $54K |
| Silver Oak Securities, Incorporated | 0.01% | Add +34.4% | 1,118 | $53K |
| Hobbs Group Advisors, LLC | 0.02% | New | 1,083 | $51K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +168.4% | 942 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | Add +13.8% | 907 | $43K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 837 | $39K |
| Key Financial Inc | 0.01% | No change | 693 | $33K |
| Chesapeake Asset Management LLC | 0.03% | New | 686 | $32K |
| Darwin Wealth Management, LLC | 0.01% | New | 684 | $32K |
| Realta Investment Advisors | 0.01% | Reduce -44.2% | 671 | $31K |
| Evermay Wealth Management LLC | 0.01% | New | 655 | $31K |
| Blume Capital Management, Inc. | 0.01% | New | 648 | $31K |
| Peterson Financial Group, Inc. | 0.11% | New | 627 | $30K |
| Planned Solutions, Inc. | 0.01% | New | 603 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 591 | $28K |
| TFC Financial Management, Inc. | 0.00% | New | 577 | $27K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +12.4% | 533 | $25K |
| Abich Financial Wealth Management LLC | 0.06% | New | 531 | $25K |
| SWAN Capital LLC | 0.01% | New | 527 | $25K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 489 | $23K |
| Davis Capital Management | 0.02% | New | 489 | $23K |
| Provident Wealth Management, LLC | 0.01% | New | 463 | $22K |
| Robinswood Financial LLC | 0.01% | No change | 349 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 334 | $16K |
| NorthRock Partners, LLC | 0.00% | Reduce -77.4% | 296 | $14K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 290 | $14K |
| WFA of San Diego, LLC | 0.01% | No change | 245 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $11K |
| Investors Research Corp | 0.00% | No change | 210 | $10K |
| WFA Asset Management Corp | 0.01% | Add +1.0% | 207 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 207 | $10K |
| Asset Dedication, LLC | 0.00% | New | 205 | $10K |
| Wiser Advisor Group LLC | 0.01% | Add +0.6% | 171 | $8K |
| Pineridge Advisors LLC | 0.00% | Add +0.6% | 162 | $8K |
| Hilltop National Bank | 0.00% | No change | 157 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 147 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 133 | $6K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 133 | $6K |
| EPG Wealth Management LLC | 0.00% | New | 122 | $6K |
| Caitlin John, LLC | 0.00% | No change | 108 | $5K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.1% | 88 | $4K |
| Uncommon Cents Investing LLC | 0.00% | New | 79 | $4K |
| Tidemark, LLC | 0.00% | No change | 58 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 49 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | New | 43 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 42 | $2K |
| Headlands Technologies LLC | 0.00% | New | 41 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 33 | $2K |
| Archer Investment Corp | 0.00% | No change | 20 | $942 |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $895 |
| Crewe Advisors LLC | 0.00% | No change | 17 | $802 |
| Salomon & Ludwin, LLC | 0.00% | No change | 17 | $801 |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 5 | $236 |
| Nemes Rush Group LLC | 0.00% | New | 5 | $228 |
| Old Second National Bank of Aurora | 0.00% | New | 1 | $47 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $46 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 21 | $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.