Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q4 2024 (December 31)725holders +59
64new positions
60sold out
2famous investors
$45.20avg. 13F price*
At the end of Q4 2024, 725 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 59 from Q3 2024. 64 opened new positions and 60 sold out. The largest holders were Envestnet Asset Management Inc. ($6.4B), BlackRock, Inc. ($3.1B) and Jones Financial Companies LLLP ($2.7B). 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 (Q4 2024)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $151.1M |
| Exits | 60 | $113.3M |
All 13F filers, Q3 2024 → Q4 2024: 41,107,176 shares bought and 45,143,138 shares sold, net −4,035,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| Envestnet Asset Management Inc. | 2.05% | Reduce -11.3% | 141,114,590 | $6.4B |
| BlackRock, Inc. | 0.06% | Add +11.0% | 68,321,475 | $3.1B |
| Jones Financial Companies LLLP | 2.60% | Add +12.2% | 60,525,582 | $2.7B |
| LPL Financial LLC | 0.82% | Add +13.5% | 44,646,696 | $2.0B |
| Wells Fargo & Company | 0.46% | Add +6.2% | 42,531,915 | $1.9B |
| Morgan Stanley | 0.07% | Add +8.0% | 23,338,008 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.83% | Add +6.7% | 21,859,149 | $988.0M |
| Envestnet Portfolio Solutions, Inc. | 3.17% | Reduce -9.8% | 21,442,516 | $969.2M |
| Cwm, LLC | 3.54% | Reduce -11.5% | 18,881,700 | $853.5M |
| JPMorgan Chase & Co. | 0.06% | Reduce -12.5% | 18,128,934 | $819.4M |
| Park Avenue Securities LLC | 5.07% | Reduce -12.8% | 10,898,086 | $492.6M |
| Cetera Investment Advisers | 0.99% | Reduce -3.1% | 10,437,128 | $471.8M |
| Ameriprise Financial Inc. | 0.12% | Add +1.9% | 10,409,106 | $470.4M |
| Mariner, LLC | 0.74% | Add +17.8% | 9,718,320 | $439.3M |
| Janney Montgomery Scott LLC | 1.07% | Reduce -12.1% | 8,513,173 | $384.8M |
| Bank of New York Mellon Corp | 0.07% | Reduce -2.1% | 8,500,093 | $384.2M |
| MML Investors Services, LLC | 1.23% | Reduce -6.6% | 7,898,266 | $357.0M |
| OneDigital Investment Advisors LLC | 4.04% | Reduce -9.7% | 7,715,329 | $348.7M |
| United Capital Financial Advisors, LLC | 1.98% | Reduce -11.4% | 5,178,060 | $234.0M |
| Wealthspire Advisors, LLC | 2.03% | Add +5.3% | 4,510,774 | $203.9M |
| GeoWealth Management, LLC | 6.63% | Add +12.9% | 4,485,596 | $202.7M |
| Kestra Investment Management, LLC | 7.38% | Reduce -10.1% | 4,153,526 | $187.7M |
| Raymond James Financial Inc. | 0.07% | — | 4,070,347 | $184.0M |
| SigFig Wealth Management, LLC | 6.55% | Add +1.7% | 4,001,702 | $181.0M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -9.9% | 3,542,446 | $160.1M |
| Bank of America Corp. | 0.01% | Reduce -3.9% | 3,241,601 | $146.5M |
| Royal Bank of Canada | 0.03% | Add +14.3% | 3,112,441 | $140.7M |
| Sanctuary Advisors, LLC | 0.87% | Reduce -1.3% | 3,010,092 | $137.0M |
| UBS Group AG | 0.03% | Add +3.6% | 2,996,180 | $135.4M |
| Stifel Financial Corp. | 0.14% | Reduce -7.3% | 2,934,440 | $132.6M |
| JB Capital LLC | 7.34% | Reduce -13.0% | 2,902,875 | $131.2M |
| NewEdge Advisors, LLC | 0.77% | Add +11.8% | 2,843,715 | $128.5M |
| Foundations Investment Advisors, LLC | 2.48% | Reduce -7.6% | 2,841,707 | $128.4M |
| Allworth Financial LP | 0.67% | Add +4.6% | 2,690,403 | $121.8M |
| Mason & Associates, LLC | 34.71% | Add +3.9% | 2,570,995 | $116.2M |
| Osaic Holdings, Inc. | 0.26% | Reduce -3.3% | 2,537,055 | $113.9M |
| CreativeOne Wealth, LLC | 3.00% | Reduce -11.0% | 2,169,590 | $98.1M |
| Atria Wealth Solutions, Inc. | 1.06% | Reduce -7.2% | 2,136,638 | $96.6M |
| McMorgan & Co. LLC | 12.78% | Add +2.1% | 1,827,676 | $82.6M |
| FMR LLC | 0.00% | Add +27.4% | 1,778,237 | $80.4M |
| US Bancorp \de | 0.10% | Reduce -13.4% | 1,766,047 | $79.8M |
| Farther Finance Advisors, LLC | 2.75% | Add +10.2% | 1,680,738 | $76.0M |
| Essential Planning, LLC. | 0.49% | Add +6386.5% | 1,621,888 | $74.5M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -4.6% | 1,586,302 | $72.7M |
| Truist Financial Corp. | 0.11% | Add +5.1% | 1,602,296 | $72.4M |
| Integrated Wealth Concepts LLC | 0.83% | Add +18.1% | 1,574,354 | $71.2M |
| First Command Advisory Services, Inc. | 0.67% | Add +12.8% | 1,562,118 | $70.6M |
| Sharkey, Howes & Javer | 9.89% | Reduce -8.3% | 1,558,165 | $70.4M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Reduce -5.7% | 1,474,729 | $66.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.6% | 1,439,055 | $65.0M |
| Assetmark, Inc. | 0.17% | Add +6.5% | 1,402,030 | $63.4M |
| High Falls Advisors, Inc | 13.15% | Reduce -12.5% | 1,254,666 | $56.7M |
| SteelPeak Wealth, LLC | 2.29% | Add +3.9% | 1,221,331 | $55.2M |
| Compass Ion Advisors, LLC | 6.52% | Add +5.4% | 1,215,315 | $54.9M |
| Atria Investments, Inc | 0.68% | Reduce -18.1% | 1,202,455 | $54.4M |
| Icon Wealth Advisors, LLC | 4.09% | Reduce -14.5% | 1,098,952 | $49.7M |
| Affinity Capital Advisors, LLC | 9.03% | Add +7.4% | 1,067,397 | $48.0M |
| Avantax Advisory Services, Inc. | 0.29% | Reduce -9.0% | 1,019,408 | $46.1M |
| Focus Partners Wealth | 0.12% | New | 1,003,623 | $45.4M |
| Intelligence Driven Advisers, LLC | 8.41% | Reduce -18.2% | 988,985 | $44.7M |
| Keybank National Association | 0.17% | Add +5.9% | 951,816 | $43.0M |
| Invst, LLC | 4.97% | Reduce -8.4% | 905,381 | $40.9M |
| Baird Financial Group, Inc. | 0.08% | Add +6.4% | 902,580 | $40.8M |
| Horst & Graben Wealth Management LLC | 7.22% | Reduce -12.5% | 897,293 | $40.6M |
| Destination Wealth Management | 1.26% | Add +1.9% | 891,091 | $40.3M |
| Perigon Wealth Management, LLC | 0.99% | Reduce -7.1% | 890,116 | $40.2M |
| Blue Trust, Inc. | 0.51% | Reduce -4.3% | 886,414 | $40.1M |
| Regions Financial Corp. | 0.29% | Add +18.6% | 878,965 | $39.7M |
| Stone House Investment Management, LLC | 10.08% | Reduce -27.3% | 878,026 | $39.7M |
| Austin Private Wealth, LLC | 3.31% | Reduce -19.3% | 779,593 | $35.2M |
| Avidian Wealth Enterprises, LLC | 1.58% | Add +2.2% | 777,266 | $35.1M |
| UNIVEST FINANCIAL Corp | 2.13% | Add +44.3% | 746,932 | $33.8M |
| Jacobson & Schmitt Advisors, LLC | 6.18% | Add +3.4% | 707,989 | $32.0M |
| GM Advisory Group, LLC | 1.77% | Reduce -1.9% | 707,334 | $32.0M |
| Stash Investments, LLC | 18.00% | Add +10.6% | 705,113 | $31.9M |
| ONE Advisory Partners, LLC | 14.10% | Reduce -11.7% | 702,824 | $31.8M |
| G2 Capital Management, LLC / Oh | 9.26% | Add +0.6% | 694,957 | $31.4M |
| Global Strategic Investment Solutions, LLC | 3.67% | Add +50.7% | 694,835 | $31.4M |
| Kestra Advisory Services, LLC | 0.17% | Reduce -5.9% | 684,695 | $30.9M |
| Strategic Blueprint, LLC | 1.83% | Reduce -11.9% | 680,112 | $30.7M |
| Keystone Financial Services | 11.60% | Add +0.9% | 670,145 | $30.3M |
| Stokes Family Office, LLC | 3.22% | Reduce -13.1% | 667,134 | $30.2M |
| PAX Financial Group, LLC | 5.31% | Reduce -7.4% | 655,976 | $29.7M |
| Savvy Advisors, Inc. | 3.48% | Add +35.9% | 640,148 | $28.9M |
| Concourse Financial Group Securities, Inc. | 1.63% | Reduce -8.0% | 636,275 | $28.8M |
| Modern Wealth Management, LLC | 1.06% | Add +776.9% | 625,866 | $28.3M |
| Integrity Alliance, Llc. | 3.01% | — | 614,736 | $27.8M |
| Trek Financial, LLC | 2.07% | Reduce -4.9% | 612,117 | $27.7M |
| &partners | 0.33% | Add +62.5% | 611,999 | $27.6M |
| Natixis Advisors, LLC | 0.05% | Add +1056.1% | 599,615 | $27.1M |
| Composition Wealth, LLC | 0.55% | Add +13.8% | 598,708 | $27.1M |
| Oarsman Capital, Inc. | 4.60% | Add +16.1% | 583,742 | $26.4M |
| Brookstone Capital Management | 0.38% | Reduce -21.1% | 581,972 | $26.3M |
| Orion Porfolio Solutions, LLC | 0.26% | Reduce -30.1% | 577,372 | $26.1M |
| Orion Portfolio Solutions, LLC | 0.26% | Reduce -30.1% | 577,372 | $26.1M |
| Elevation Wealth Partners, LLC | 10.85% | Add +3.6% | 568,311 | $25.7M |
| Diversified Portfolios, Inc. | 2.76% | Reduce -20.3% | 559,800 | $25.3M |
| AE Wealth Management LLC | 0.21% | Reduce -12.7% | 557,915 | $25.2M |
| Legacy Financial Group LLC | 4.05% | Reduce -7.5% | 553,139 | $25.0M |
| Bay Harbor Wealth Management, LLC | 8.04% | Reduce -7.4% | 548,133 | $24.8M |
| ORG Partners LLC | 3.33% | Add +5.8% | 531,589 | $24.0M |
| HighTower Advisors, LLC | 0.03% | Reduce -17.4% | 526,615 | $23.8M |
| CFS Investment Advisory Services, LLC | 2.07% | Reduce -20.1% | 511,423 | $23.1M |
| Wealth Alliance, LLC | 2.73% | Reduce -9.0% | 504,299 | $22.8M |
| One Wealth Advisors, LLC | 3.31% | Reduce -18.6% | 493,312 | $22.3M |
| WCG Wealth Advisors LLC | 1.43% | Add +4.5% | 478,821 | $21.6M |
| Shared Vision Wealth Group LLC | 11.25% | Reduce -2.5% | 473,048 | $21.4M |
| RFG Advisory, LLC | 0.60% | Add +0.1% | 466,910 | $21.1M |
| Merit Financial Group, LLC | 0.38% | Add +60.1% | 466,817 | $21.1M |
| Spectrum Wealth Counsel, LLC | 2.45% | Reduce -9.2% | 460,958 | $20.8M |
| Aptus Capital Advisors, LLC | 0.25% | Add +583.8% | 457,535 | $20.7M |
| Corient Private Wealth LP | 0.03% | Reduce -0.2% | 445,112 | $20.1M |
| Skyline Advisors, Inc. | 7.73% | New | 440,889 | $19.9M |
| Compound Planning, Inc. | 0.99% | Add +52.8% | 433,764 | $19.6M |
| Financial Life Advisors | 7.34% | Add +3.3% | 432,499 | $19.5M |
| Regal Investment Advisors LLC | 1.46% | Reduce -8.0% | 430,820 | $19.5M |
| Parr McKnight Wealth Management Group, LLC | 2.76% | — | 425,304 | $19.2M |
| Guardian Wealth Advisors, LLC / NC | 1.52% | New | 420,485 | $19.0M |
| Bank of Hawaii | 1.04% | Reduce -2.5% | 414,195 | $18.7M |
| Bensler, LLC | 2.20% | Add +8.7% | 409,478 | $18.5M |
| True Vision MN LLC | 10.84% | Reduce -9.3% | 404,067 | $18.3M |
| Principal Securities, Inc. | 0.41% | Add +73.5% | 400,685 | $18.1M |
| Central Pacific Bank - Trust Division | 2.42% | Add +14.2% | 391,810 | $17.7M |
| Sovran Advisors, LLC | 2.50% | — | 392,031 | $17.5M |
| Advus Financial Partners, LLC | 4.94% | Add +13.9% | 388,001 | $17.5M |
| Capital Analysts, LLC | 0.69% | Reduce -4.6% | 381,040 | $17.2M |
| Firestone Capital Management | 4.08% | Reduce -6.5% | 362,745 | $16.4M |
| West Wealth Group, LLC | 4.83% | Add +3.9% | 358,298 | $16.2M |
| 5T Wealth, LLC | 8.77% | — | 354,141 | $16.0M |
| KWB Wealth | 1.94% | Add +51.8% | 331,720 | $15.6M |
| Mutual Advisors, LLC | 0.45% | Add +24.6% | 342,927 | $15.5M |
| Opes Wealth Management LLC | 3.14% | Add +1.7% | 338,615 | $15.3M |
| Hoxton Planning & Management, LLC | 5.82% | Reduce -9.5% | 336,702 | $15.2M |
| B. Riley Wealth Advisors, Inc. | 0.49% | Reduce -58.6% | 330,219 | $14.9M |
| Stratos Wealth Advisors, LLC | 0.69% | Reduce -4.5% | 319,990 | $14.5M |
| Private Advisor Group, LLC | 0.08% | Add +13.6% | 315,029 | $14.2M |
| SWP Financial LLC | 8.53% | Add +63.2% | 312,820 | $14.1M |
| Tennessee Valley Asset Management Partners | 2.36% | Reduce -3.2% | 312,345 | $14.1M |
| WealthShield Partners, LLC | 2.00% | Reduce -4.9% | 311,579 | $14.1M |
| Liberty Wealth Management LLC | 2.32% | Reduce -5.6% | 310,344 | $13.9M |
| FFG Retirement Advisors LLC | 9.07% | Add +15.8% | 306,958 | $13.9M |
| Comerica Bank | 0.06% | Add +36.6% | 301,612 | $13.6M |
| Apeiron RIA LLC | 3.78% | Reduce -17.7% | 299,152 | $13.5M |
| Forum Private Client Group LLC | 5.83% | Add +4.8% | 289,784 | $13.1M |
| Old North State Trust, LLC | 8.20% | Add +1279.2% | 285,180 | $12.9M |
| Rothschild Wealth LLC | 3.74% | Add +2467.3% | 283,169 | $12.8M |
| Waverly Advisors, LLC | 0.20% | Add +3757.9% | 282,865 | $12.8M |
| Claro Advisors Inc. | 1.71% | Reduce -16.4% | 280,261 | $12.7M |
| PFG Advisors | 0.77% | Add +1.5% | 278,153 | $12.6M |
| Global Retirement Partners, LLC | 0.36% | Add +27.5% | 276,321 | $12.5M |
| TSA Wealth Managment LLC | 4.89% | Reduce -0.7% | 265,871 | $12.0M |
| D.A. Davidson & Co. | 0.10% | Add +9.1% | 263,395 | $11.9M |
| Tiemann Investment Advisors, LLC | 5.29% | Add +0.3% | 263,132 | $11.9M |
| Atlatl Advisers LLC | 6.85% | — | 258,366 | $11.7M |
| Elite Financial, Inc. | 6.32% | — | 258,017 | $11.7M |
| Ancora Advisors LLC | 0.26% | Add +10.1% | 257,345 | $11.6M |
| Leslie Global Wealth, LLC | 5.34% | New | 254,393 | $11.5M |
| Collier Financial | 10.18% | — | 252,069 | $11.4M |
| Security Financial Services, INC. | 2.32% | Reduce -4.2% | 251,548 | $11.4M |
| My Legacy Advisors, LLC | 4.32% | Reduce -6.0% | 246,904 | $11.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.56% | Add +2.6% | 245,618 | $11.1M |
| Smith Salley Wealth Management | 0.71% | Add +2.5% | 244,507 | $11.1M |
| First Horizon Advisors, Inc. | 0.31% | Reduce -24.2% | 243,395 | $11.0M |
| Kickstand Ventures, Llc. | 2.79% | Reduce -18.4% | 241,407 | $10.9M |
| Lodestar Private Asset Management LLC | 1.36% | Add +23.1% | 240,436 | $10.9M |
| Summit Financial, LLC | 0.38% | Add +30.2% | 239,651 | $10.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +2.5% | 234,921 | $10.6M |
| Scarborough Advisors, LLC | 1.49% | Reduce -0.5% | 233,817 | $10.6M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +263.5% | 232,475 | $10.5M |
| Diversify Advisory Services, LLC | 0.58% | Reduce -4.0% | 233,357 | $10.4M |
| Townsquare Capital LLC | 0.12% | Reduce -11.0% | 226,179 | $10.2M |
| Orgel Wealth Management, LLC | 0.26% | Reduce -2.1% | 223,365 | $10.1M |
| Galvin, Gaustad & Stein, LLC | 0.92% | Add +4.0% | 223,221 | $10.1M |
| LVW Advisors, LLC | 1.22% | Add +3.0% | 219,508 | $9.9M |
| Dohj, LLC | 2.26% | Add +12.0% | 216,439 | $9.8M |
| One Wealth Capital Management, LLC | 4.96% | — | 216,196 | $9.8M |
| Ewa, LLC | 3.67% | Add +3.9% | 215,984 | $9.8M |
| Csenge Advisory Group | 0.53% | Reduce -5.1% | 215,347 | $9.7M |
| Mayflower Financial Advisors, LLC | 1.45% | Reduce -15.4% | 214,676 | $9.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +96.1% | 212,164 | $9.6M |
| World Investment Advisors | 0.26% | Reduce -19.9% | 211,148 | $9.5M |
| Kilter Group LLC | 5.85% | — | 199,007 | $9.0M |
| Mosley Wealth Management | 5.54% | Reduce -2.9% | 196,721 | $8.9M |
| Independent Advisor Alliance | 0.11% | New | 190,249 | $8.6M |
| Triangle Securities Wealth Management | 2.20% | Add +2.8% | 189,781 | $8.6M |
| Alpha Zero LLC | 6.49% | — | 188,107 | $8.5M |
| Veridan Wealth LLC | 3.97% | — | 187,176 | $8.5M |
| Focus Financial Network, Inc. | 0.34% | Reduce -19.4% | 187,476 | $8.5M |
| Advisory Services Network, LLC | 0.16% | Reduce -4.9% | 186,554 | $8.4M |
| Apollon Wealth Management, LLC | 0.19% | Add +9.0% | 185,179 | $8.4M |
| Cypress Wealth Services, LLC | 1.68% | Reduce -11.6% | 184,782 | $8.4M |
| R. W. Roge & Company, Inc. | 4.50% | Reduce -2.0% | 184,664 | $8.3M |
| Summit Wealth Partners, LLC | 1.71% | Add +26.0% | 183,740 | $8.3M |
| Barnes Wealth Management Group, Inc | 5.44% | — | 179,333 | $8.1M |
| Copperleaf Capital, LLC | 5.05% | Add +4.1% | 176,296 | $8.0M |
| Client 1ST Advisory Group, LLC | 3.02% | Add +21.1% | 173,552 | $7.8M |
| Trivium Point Advisory, LLC | 0.99% | Add +6.4% | 173,518 | $7.8M |
| Verus Capital Partners, LLC | 0.74% | Reduce -21.6% | 172,256 | $7.8M |
| Snowden Capital Advisors LLC | 0.24% | Reduce -8.3% | 171,703 | $7.8M |
| Centurion Wealth Management LLC | 2.42% | Reduce -38.0% | 170,999 | $7.7M |
| Cerity Partners LLC | 0.02% | Add +1976.3% | 169,283 | $7.7M |
| Retirement Capital Strategies | 2.88% | Reduce -53.5% | 168,271 | $7.6M |
| Endeavor Private Wealth, Inc. | 7.16% | — | 166,669 | $7.5M |
| Invesco Ltd. | 0.00% | New | 166,484 | $7.5M |
| Quadrature Capital Ltd | 0.15% | New | 161,197 | $7.3M |
| Quattro Financial Advisors LLC | 1.87% | Reduce -0.2% | 159,681 | $7.2M |
| Tsfg, LLC | 1.48% | Add +2.9% | 159,596 | $7.2M |
| Regimen Wealth, LLC | 2.35% | Add +17.3% | 159,919 | $7.2M |
| Twin Peaks Wealth Advisors, LLC | 3.06% | Reduce -8.4% | 159,420 | $7.2M |
| Peninsula Wealth, LLC | 1.23% | Add +0.7% | 159,067 | $7.2M |
| City National Bank of Florida | 6.44% | — | 156,147 | $7.1M |
| Spectrum Planning & Advisory Services Inc. | 6.06% | Add +19.5% | 154,419 | $7.0M |
| RCS Financial Planning, LLC | 3.71% | Reduce -22.6% | 154,415 | $7.0M |
| Tradition Wealth Management, LLC | 0.61% | Reduce -14.5% | 153,435 | $6.9M |
| Hoese & Co LLP | 5.98% | Reduce -1.1% | 152,342 | $6.9M |
| Financial Advocates Investment Management | 0.38% | Add +265.1% | 148,205 | $6.7M |
| Simplicity Wealth,LLC | 1.39% | Reduce -67.9% | 147,349 | $6.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +17.9% | 145,305 | $6.6M |
| Spire Wealth Management | 0.20% | Reduce -5.2% | 145,041 | $6.6M |
| Royal Fund Management, LLC | 0.68% | Add +5.2% | 138,473 | $6.3M |
| Valley National Advisers Inc. | 1.12% | Reduce -7.8% | 137,997 | $6.2M |
| Davis Wealth Advisors, LLC | 6.85% | — | 137,785 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.5% | 135,972 | $6.1M |
| Jane Street Group, LLC | 0.01% | Reduce -61.0% | 134,241 | $6.1M |
| PFW Advisors LLC | 1.86% | — | 133,920 | $6.1M |
| BCU Wealth Advisors, LLC | 3.45% | Reduce -0.5% | 133,516 | $6.0M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Add +310.0% | 132,954 | $6.0M |
| Harbour Investments, Inc. | 0.17% | Reduce -3.5% | 132,382 | $6.0M |
| MBA Advisors LLC | 3.03% | Reduce -3.3% | 132,120 | $6.0M |
| Gateway Wealth Partners, LLC | 1.53% | Add +12.3% | 130,846 | $5.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.79% | Add +12.6% | 129,652 | $5.9M |
| IFP Advisors, Inc | 0.19% | Add +8.6% | 126,956 | $5.7M |
| Advisory Resource Group | 1.21% | New | 126,357 | $5.7M |
| Apella Capital, LLC | 0.22% | Add +198.4% | 125,689 | $5.7M |
| Swmg, LLC | 2.26% | Add +0.8% | 125,463 | $5.7M |
| Keyvantage Wealth, LLC | 4.06% | — | 125,602 | $5.7M |
| Conscious Wealth Investments, LLC | 3.84% | Add +1.0% | 125,145 | $5.7M |
| Westside Investment Management, Inc. | 1.14% | Add +1.6% | 119,929 | $5.4M |
| Elevation Point Wealth Partners, LLC | 0.44% | Reduce -20.9% | 119,275 | $5.4M |
| Worth Financial Advisory Group, LLC | 3.29% | Reduce -0.5% | 118,373 | $5.4M |
| Morningstar Investment Services LLC | 0.49% | Reduce -89.1% | 118,297 | $5.3M |
| M1 Capital Management LLC | 2.85% | — | 116,662 | $5.3M |
| Moneywise, Inc. | 2.64% | Reduce -0.8% | 116,588 | $5.3M |
| Theory Financial LLC | 2.19% | Reduce -18.4% | 116,086 | $5.2M |
| Concorde Asset Management, LLC | 2.74% | Add +13.7% | 116,043 | $5.2M |
| Maia Wealth LLC | 1.06% | Reduce -27.1% | 107,901 | $4.9M |
| Randall & Associates Wealth Management | 3.99% | Add +30.1% | 106,459 | $4.8M |
| Venturi Wealth Management, LLC | 0.23% | Reduce -3.3% | 105,089 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +11.7% | 103,796 | $4.7M |
| First Heartland Consultants, Inc. | 0.48% | Add +1.0% | 103,729 | $4.7M |
| Redwood Investment Management, LLC | 0.44% | Add +7.9% | 99,243 | $4.5M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -0.5% | 99,161 | $4.5M |
| BOS Asset Management, LLC | 1.61% | Add +49.3% | 98,863 | $4.5M |
| Lansing Street Advisors | 1.56% | Add +20.3% | 98,830 | $4.5M |
| Shira Ridge Wealth Management | 2.17% | Add +32.2% | 97,929 | $4.4M |
| Life Planning Partners, Inc | 4.05% | Reduce -1.5% | 96,923 | $4.4M |
| Signal Advisors Wealth, LLC | 0.49% | Reduce -29.4% | 96,649 | $4.4M |
| Firethorn Wealth Partners, LLC | 2.14% | Reduce -16.8% | 95,352 | $4.3M |
| Ignite Planners, LLC | 0.94% | Add +4.0% | 94,521 | $4.3M |
| Keebeck Wealth Management | 0.61% | Reduce -7.4% | 93,638 | $4.2M |
| Lifelong Wealth Advisors, Inc. | 1.90% | — | 93,365 | $4.2M |
| LifePlan Investment Advisors, Inc. | 2.60% | Reduce -4.2% | 92,891 | $4.2M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Reduce -34.0% | 92,407 | $4.2M |
| White Lighthouse Investment Management Inc. | 0.73% | Add +1.8% | 92,120 | $4.2M |
| Keystone Wealth Services, LLC | 1.10% | Reduce -2.2% | 91,666 | $4.1M |
| Maripau Wealth Management LLC | 2.43% | Reduce -29.5% | 90,621 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +11.4% | 89,805 | $4.1M |
| Arete Wealth Advisors, LLC | 0.29% | Add +44.0% | 88,644 | $4.0M |
| Clearview Wealth Advisors LLC | 3.02% | Add +13.2% | 87,844 | $4.0M |
| Trust Point Inc. | 0.27% | Add +609.1% | 86,816 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.10% | Reduce -13.8% | 84,097 | $3.8M |
| Fullcircle Wealth LLC | 1.50% | Reduce -3.4% | 80,879 | $3.7M |
| Apex Wealth Management, LLC | 3.14% | — | 80,546 | $3.6M |
| Alterna Wealth Management, Inc. | 3.07% | Reduce -41.3% | 80,416 | $3.6M |
| IFG Advisory, LLC | 0.20% | Reduce -18.2% | 79,901 | $3.6M |
| Tidemark, LLC | 1.36% | Add +135020.7% | 78,370 | $3.5M |
| Clear Creek Financial Management, LLC | 0.38% | Add +17.8% | 77,478 | $3.5M |
| Creative Financial Designs Inc. | 0.28% | Reduce -4.5% | 76,697 | $3.5M |
| Aspire Private Capital, LLC | 0.86% | Reduce -1.9% | 76,305 | $3.4M |
| WealthPLAN Partners, LLC | 0.49% | Reduce -14.9% | 75,918 | $3.4M |
| Wealth Group Ltd | 0.98% | Reduce -56.4% | 75,155 | $3.4M |
| Alternative Investment Advisors, LLC. | 1.75% | Add +25.3% | 74,248 | $3.4M |
| Cooper Financial Group | 0.40% | Add +20.6% | 73,567 | $3.3M |
| Agilis Partners LLC | 0.99% | No change | 73,010 | $3.3M |
| Sheridan Capital Management, LLC | 2.31% | Reduce -4.4% | 72,804 | $3.3M |
| Sovereign Financial Group, Inc. | 0.75% | Reduce -19.1% | 72,111 | $3.3M |
| Ascentis Wealth Management, LLC | 1.14% | Reduce -4.0% | 71,579 | $3.2M |
| Richard W. Paul & Associates, LLC | 1.13% | Add +1.7% | 68,832 | $3.1M |
| Landmark Wealth Management, Inc. | 1.50% | New | 68,371 | $3.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +18.3% | 67,449 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +3.8% | 67,139 | $3.0M |
| Strategy Asset Managers LLC | 0.58% | Reduce -10.5% | 65,948 | $3.0M |
| Forefront Wealth Partners, LLC | 2.22% | — | 65,946 | $3.0M |
| Columbus Macro, LLC | 0.41% | Add +86.7% | 65,830 | $3.0M |
| Sagespring Wealth Partners, LLC | 0.08% | — | 65,707 | $3.0M |
| Continuum Advisory, LLC | 0.38% | Add +5.4% | 65,674 | $3.0M |
| Arkadios Wealth Advisors | 0.16% | Add +9.8% | 65,425 | $3.0M |
| Pines Wealth Management, LLC | 1.28% | — | 65,518 | $2.9M |
| Bush Investment Group, LLC | 2.28% | Reduce -10.0% | 64,623 | $2.9M |
| FC Advisory LLC | 0.97% | Add +3.0% | 64,278 | $2.9M |
| Maxwell Wealth Strategies Inc. | 1.18% | Reduce -11.0% | 64,166 | $2.9M |
| TRUE Private Wealth Advisors | 0.35% | Reduce -57.4% | 63,806 | $2.9M |
| Western Wealth Management, LLC | 0.15% | Reduce -1.2% | 62,884 | $2.8M |
| Maiden Cove Capital, LLC | 4.34% | Reduce -7.1% | 62,805 | $2.8M |
| Sunesis Advisors, LLC | 1.71% | Add +1.1% | 62,283 | $2.8M |
| Fulton Breakefield Broenniman LLC | 0.20% | New | 62,163 | $2.8M |
| Sigma Planning Corp | 0.09% | Reduce -11.2% | 61,519 | $2.8M |
| Sax Wealth Advisors, LLC | 0.21% | New | 60,789 | $2.7M |
| Greykasell Wealth Strategies, Inc. | 1.52% | — | 60,723 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -14.8% | 60,100 | $2.7M |
| Emergent Wealth Advisors, LLC | 1.96% | Add +3.5% | 60,008 | $2.7M |
| Eight 31 Financial, LLC | 2.05% | Reduce -48.1% | 59,896 | $2.7M |
| Pinion Investment Advisors, LLC | 1.08% | Add +72.4% | 59,874 | $2.7M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -45.4% | 59,706 | $2.7M |
| Evolution Wealth Advisors, LLC | 0.45% | Reduce -8.8% | 59,652 | $2.7M |
| Howard Capital Management, LLC | 0.04% | Add +21.4% | 59,372 | $2.7M |
| Nwam LLC | 0.17% | Reduce -9.7% | 59,182 | $2.7M |
| Opal Wealth Advisors, LLC | 0.80% | Add +4.4% | 58,601 | $2.6M |
| Absolute Capital Management, LLC | 1.45% | Reduce -10.2% | 58,023 | $2.6M |
| Retirement Wealth Solutions LLC | 2.21% | — | 58,420 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +571.3% | 56,984 | $2.6M |
| VestGen Investment Management | 0.68% | Reduce -31.2% | 55,388 | $2.5M |
| Wealthstar Advisors, LLC | 1.09% | — | 55,293 | $2.5M |
| AQR Capital Management | 0.00% | Add +2.9% | 54,833 | $2.5M |
| Tempus Wealth Planning, LLC | 0.76% | Add +0.5% | 54,830 | $2.5M |
| Investment Advisory Group, LLC | 0.82% | Add +0.7% | 54,346 | $2.5M |
| Private Trust Co. NA | 0.25% | Reduce -9.3% | 53,528 | $2.4M |
| RDA Financial Network | 0.70% | Add +43.9% | 53,176 | $2.4M |
| Sutton Place Investors LLC | 1.38% | Reduce -19.4% | 52,835 | $2.4M |
| Montecito Bank & Trust | 0.41% | Reduce -0.5% | 52,568 | $2.4M |
| Park Place Capital Corp | 0.66% | Reduce -38.1% | 52,043 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -52.0% | 51,566 | $2.3M |
| KFA Private Wealth Group, LLC | 0.95% | Reduce -3.5% | 50,232 | $2.3M |
| Legacy Edge Advisors, LLC | 0.36% | Reduce -5.0% | 49,905 | $2.3M |
| Optivise Advisory Services LLC | 1.21% | Reduce -4.9% | 49,816 | $2.3M |
| Elios Financial Group Inc. | 1.06% | Reduce -1.3% | 49,742 | $2.2M |
| Hutchens & Kramer Investment Management Group, LLC | 1.21% | Reduce -13.1% | 49,431 | $2.2M |
| Ascentis Independent Advisors | 0.41% | Reduce -31.7% | 47,843 | $2.2M |
| Resurgent Financial Advisors LLC | 1.26% | Reduce -2.7% | 47,303 | $2.1M |
| Hobbs Wealth Management, LLC | 2.43% | — | 47,056 | $2.1M |
| Silver Oak Securities, Incorporated | 0.20% | Add +4077.9% | 46,709 | $2.1M |
| Avantra Family Wealth, Inc. | 1.96% | — | 46,416 | $2.1M |
| Northwest Capital Management Inc | 0.89% | Reduce -12.5% | 45,972 | $2.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.79% | — | 45,742 | $2.1M |
| Vertex Planning Partners, LLC | 0.45% | Reduce -21.9% | 45,569 | $2.1M |
| JT Stratford LLC | 0.34% | Reduce -11.7% | 45,410 | $2.1M |
| W Advisors, LLC | 1.25% | Reduce -15.7% | 44,772 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.15% | No change | 44,366 | $2.0M |
| Blue Oak Capital, LLC | 1.22% | — | 44,318 | $2.0M |
| Dentgroup LLC | 1.51% | Add +77.4% | 43,738 | $2.0M |
| Gen-Wealth Partners Inc | 0.85% | Reduce -11.1% | 43,682 | $2.0M |
| GatePass Capital, LLC | 2.17% | — | 43,279 | $2.0M |
| Heck Capital Advisors, LLC | 0.22% | Add +73.7% | 43,152 | $2.0M |
| Merkkuri Wealth Advisors LLC | 1.52% | Reduce -16.8% | 42,464 | $1.9M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -10.5% | 42,260 | $1.9M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -3.3% | 40,820 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -13.3% | 40,359 | $1.8M |
| Parallel Advisors, LLC | 0.04% | Add +2951.0% | 40,182 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -10.8% | 40,088 | $1.8M |
| Range Financial Group LLC | 0.83% | New | 39,990 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.81% | — | 38,897 | $1.8M |
| CFO4Life Group, LLC | 0.31% | Reduce -74.0% | 38,866 | $1.8M |
| Able Wealth Management LLC | 1.14% | Add +186.1% | 38,493 | $1.7M |
| WBH Advisory Inc. | 0.16% | Reduce -1.5% | 38,391 | $1.7M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -9.1% | 38,346 | $1.7M |
| Creative Planning | 0.00% | Reduce -30.0% | 38,287 | $1.7M |
| Kelly Financial Services LLC | 0.61% | Reduce -6.4% | 37,262 | $1.7M |
| Foster Group, Inc. | 0.06% | Reduce -10.8% | 36,865 | $1.7M |
| Phillips Financial Management, LLC | 0.13% | Reduce -24.1% | 36,522 | $1.7M |
| Seneca Financial Advisors LLC | 0.82% | Add +0.1% | 36,464 | $1.6M |
| Bison Wealth, LLC | 0.20% | — | 36,191 | $1.6M |
| Betterment LLC | 0.00% | Add +24.9% | 36,170 | $1.6M |
| Daymark Wealth Partners, LLC | 0.07% | Add +112.2% | 36,051 | $1.6M |
| Stephens Inc. | 0.02% | Reduce -7.5% | 35,850 | $1.6M |
| OMNI 360 Wealth, Inc. | 1.07% | Add +10.7% | 35,641 | $1.6M |
| World Equity Group, Inc. | 0.34% | Add +20.2% | 35,464 | $1.6M |
| CAP Partners, LLC | 1.13% | Reduce -10.2% | 35,377 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -5.7% | 35,335 | $1.6M |
| Quotient Wealth Partners, LLC | 0.05% | Add +5.5% | 35,289 | $1.6M |
| Beacon Financial Advisory LLC | 0.52% | Add +8.4% | 35,104 | $1.6M |
| Visionary Wealth Advisors | 0.09% | Reduce -35.3% | 35,020 | $1.6M |
| Independent Financial Group, LLC | 0.05% | Reduce -9.2% | 34,848 | $1.6M |
| Tarbox Family Office, Inc. | 0.26% | Add +13.2% | 34,351 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +6.1% | 33,570 | $1.5M |
| LexAurum Advisors, LLC | 0.30% | Reduce -4.3% | 33,134 | $1.5M |
| Silverleafe Capital Partners, LLC | 0.47% | New | 33,051 | $1.5M |
| Two West Capital Advisors LLC | 1.28% | Add +4.6% | 32,912 | $1.5M |
| Braun-Bostich & Associates Inc. | 1.07% | Reduce -47.8% | 32,743 | $1.5M |
| Oliver Lagore Vanvalin Investment Group | 0.37% | Reduce -14.2% | 31,888 | $1.4M |
| Meridian Wealth Partners, LLC | 0.21% | Add +0.2% | 30,924 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -6.6% | 30,844 | $1.4M |
| Catalina Capital Group, LLC | 0.46% | Reduce -20.1% | 30,821 | $1.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Add +2.3% | 29,589 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.88% | New | 29,532 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | Add +136.4% | 29,379 | $1.3M |
| TrueWealth Advisors, LLC | 0.44% | Add +8.9% | 29,164 | $1.3M |
| Aspiriant, LLC | 0.05% | Add +62.9% | 29,048 | $1.3M |
| FWG Investments, LLC. | 1.02% | Add +40.6% | 28,910 | $1.3M |
| Perennial Investment Advisors, LLC | 0.15% | Reduce -10.3% | 28,732 | $1.3M |
| Sound Income Strategies, LLC | 0.08% | Add +39.3% | 28,453 | $1.3M |
| Eq LLC | 0.60% | Reduce -16.2% | 28,309 | $1.3M |
| Argent Advisors, Inc. | 0.47% | Reduce -2.7% | 28,306 | $1.3M |
| Windward Private Wealth Management Inc. | 0.50% | Add +0.1% | 28,129 | $1.3M |
| Appleton Partners Inc. | 0.09% | Reduce -5.0% | 28,087 | $1.3M |
| Liberty Square Wealth Partners LLC | 0.46% | — | 27,773 | $1.3M |
| Sowell Financial Services LLC | 0.07% | Reduce -85.9% | 27,888 | $1.3M |
| Aveo Capital Partners, LLC | 0.14% | Add +3.7% | 27,377 | $1.2M |
| Semmax Financial Advisors Inc. | 0.33% | Reduce -17.7% | 27,082 | $1.2M |
| Sofi Wealth, LLC | 0.08% | New | 26,993 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.36% | Reduce -6.5% | 26,809 | $1.2M |
| Wealthgarden F.S. LLC | 1.13% | Reduce -0.7% | 26,723 | $1.2M |
| Klaas Financial Asset Advisors, LLC | 0.21% | Reduce -2.1% | 26,686 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Reduce -2.1% | 26,676 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -5.6% | 26,649 | $1.2M |
| Matrix Trust Co | 0.21% | Add +621.6% | 26,620 | $1.2M |
| Latitude Advisors, LLC | 0.67% | Add +2.7% | 26,273 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | Reduce -1.3% | 26,171 | $1.2M |
| Blalock Williams, LLC | 1.37% | — | 26,124 | $1.2M |
| Linscomb Wealth, Inc. | 0.06% | Reduce -1.2% | 26,065 | $1.2M |
| Certus Wealth Management, LLC | 0.78% | No change | 25,736 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +8.5% | 25,687 | $1.2M |
| Hill Island Financial LLC | 0.33% | Add +8.7% | 24,995 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +67.2% | 24,844 | $1.1M |
| Wintrust Investments LLC | 0.97% | Add +13.0% | 24,467 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Reduce -2.8% | 24,383 | $1.1M |
| Farrell Financial LLC | 0.79% | Reduce -3.1% | 24,358 | $1.1M |
| Pinnacle Family Advisors, LLC | 0.53% | Add +20.3% | 24,126 | $1.1M |
| Objective Capital Management, LLC | 0.72% | Add +2.6% | 23,886 | $1.1M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -43.4% | 23,707 | $1.1M |
| Sunbelt Securities, Inc. | 0.09% | Add +32.7% | 23,572 | $1.1M |
| Detalus Advisors, LLC | 0.35% | Reduce -18.2% | 23,342 | $1.1M |
| Lifeworks Advisors, LLC | 0.19% | Reduce -3.8% | 23,233 | $1.1M |
| WR Wealth Planners, LLC | 0.34% | Reduce -50.0% | 23,078 | $1.0M |
| RHS Financial, LLC | 0.54% | Add +0.6% | 22,928 | $1.0M |
| Rialto Wealth Management, LLC | 0.34% | — | 22,749 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 22,609 | $1.0M |
| Marino, Stram & Associates LLC | 0.23% | Add +12.1% | 22,605 | $1.0M |
| Accurate Wealth Management, LLC | 0.20% | Add +1.8% | 22,721 | $1.0M |
| CoreCap Advisors, LLC | 0.05% | Reduce -55.9% | 22,397 | $1.0M |
| WealthTrak Capital Management LLC | 0.85% | — | 22,174 | $1.0M |
| Richard P Slaughter Associates Inc | 0.22% | No change | 22,121 | $1000K |
| MN Wealth Advisors, LLC | 0.56% | Add +1.9% | 22,013 | $995K |
| Cornerstone Advisors Asset Management, LLC | 0.21% | No change | 22,011 | $995K |
| Wells Financial Advisors INC | 1.35% | No change | 21,900 | $990K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +129.2% | 21,886 | $989K |
| New Republic Capital, LLC | 0.64% | Add +0.1% | 21,748 | $983K |
| BCS Wealth Management | 0.24% | New | 21,713 | $981K |
| Wbi Investments, LLC | 0.24% | Add +2.4% | 21,180 | $957K |
| Cahill Financial Advisors Inc. | 0.13% | Add +0.2% | 21,012 | $950K |
| Morris Financial Concepts, Inc. | 0.41% | Reduce -25.1% | 20,976 | $948K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.6% | 20,848 | $942K |
| Richardson Financial Services Inc. | 0.65% | Reduce -11.1% | 20,513 | $928K |
| Quartz Partners, LLC | 0.56% | Reduce -10.4% | 20,413 | $923K |
| Kelly Financial Group LLC | 0.33% | — | 20,283 | $917K |
| Heritage Family Offices, LLP | 0.45% | Add +41.4% | 19,887 | $899K |
| Western Financial Corp | 0.49% | Reduce -24.6% | 19,747 | $893K |
| Twelve Points Wealth Management LLC | 0.25% | Reduce -90.5% | 19,566 | $884K |
| HUB Investment Partners, LLC | 0.04% | Add +14.0% | 19,495 | $881K |
| Raleigh Capital Management Inc. | 0.34% | Reduce -7.6% | 19,383 | $876K |
| Pettinga Financial Advisors LLC | 0.20% | Reduce -83.8% | 19,333 | $874K |
| Advyzon Investment Management, LLC | 0.34% | — | 19,331 | $874K |
| Benjamin Edwards Inc. | 0.01% | Reduce -8.0% | 19,260 | $871K |
| Flagstar Securities, Inc. | 0.22% | Reduce -10.4% | 19,150 | $866K |
| Argent Trust Co | 0.04% | Reduce -9.1% | 19,079 | $862K |
| Smartleaf Asset Management LLC | 0.09% | Add +57.1% | 19,041 | $861K |
| Hershey Financial Advisers, LLC | 0.76% | — | 19,032 | $860K |
| SageView Advisory Group, LLC | 0.04% | Reduce -8.2% | 18,960 | $857K |
| Valmark Advisers, Inc. | 0.01% | Reduce -7.1% | 18,762 | $848K |
| Semus Wealth Partners LLC | 0.56% | Reduce -12.7% | 18,618 | $842K |
| Kraft, Davis & Associates, LLC | 0.24% | Reduce -77.6% | 18,575 | $839K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +15.8% | 18,448 | $834K |
| TFB Advisors LLC | 0.24% | Add +4.4% | 18,321 | $828K |
| Vested Financial Planning, LLC | 0.78% | — | 18,251 | $825K |
| 17 Capital Partners, LLC | 0.52% | Add +19.8% | 18,046 | $816K |
| MSH Capital Advisors LLC | 0.26% | Reduce -7.2% | 18,005 | $814K |
| Vantage Financial Partners, LLC | 0.20% | Reduce -34.9% | 17,897 | $809K |
| Fulcrum Equity Management | 0.79% | Reduce -36.9% | 17,754 | $802K |
| Lion Street Advisors, LLC | 0.26% | Add +27.4% | 17,718 | $801K |
| Axxcess Wealth Management, LLC | 0.02% | Add +28.2% | 17,679 | $799K |
| Gallagher Fiduciary Advisors, LLC | 0.16% | Add +268.2% | 17,550 | $793K |
| Empirical Asset Management, LLC | 0.26% | Add +15.0% | 17,527 | $792K |
| Fiduciary Trust Co | 0.01% | No change | 17,493 | $791K |
| Novus Advisors, LLC | 0.78% | — | 17,396 | $786K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | Reduce -2.8% | 17,368 | $785K |
| Mgo One Seven LLC | 0.03% | Reduce -83.2% | 17,210 | $778K |
| Prospera Financial Services Inc | 0.02% | Add +68.1% | 17,163 | $776K |
| Strategic Wealth Investment Group, LLC | 0.04% | New | 13,103 | $776K |
| Burt Wealth Advisors | 0.19% | No change | 16,877 | $763K |
| IHT Wealth Management, LLC | 0.02% | Reduce -30.7% | 16,849 | $762K |
| Accredited Wealth Management, LLC | 0.66% | — | 16,615 | $751K |
| Napatree Capital LLC | 0.42% | Add +3.0% | 15,818 | $715K |
| Quadrant Capital Group LLC | 0.05% | New | 15,486 | $700K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -54.3% | 15,289 | $691K |
| Mather Group, Llc. | 0.01% | Reduce -20.9% | 15,173 | $686K |
| Cape Investment Advisory, Inc. | 0.27% | Reduce -14.8% | 15,169 | $686K |
| Cary Street Partners Financial LLC | 0.02% | — | 14,619 | $661K |
| International Assets Investment Management, LLC | 0.05% | New | 14,424 | $652K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -26.7% | 13,794 | $624K |
| Golden State Wealth Management, LLC | 0.09% | — | 13,699 | $619K |
| Renasant Bank | 0.40% | Reduce -24.4% | 13,627 | $616K |
| Bennett Selby Investments LP | 0.24% | New | 13,443 | $608K |
| StoneX Group Inc. | 0.03% | Add +7.5% | 13,399 | $606K |
| Schmidt P J Investment Management Inc. | 0.10% | Reduce -3.2% | 13,369 | $604K |
| Coordinated Financial Services, Inc. | 0.47% | — | 13,235 | $598K |
| Fisher Asset Management | 0.00% | Add +195.1% | 13,142 | $594K |
| Genesis Wealth Advisors, LLC | 0.50% | — | 12,696 | $574K |
| Spectrum Strategic Capital Management, LLC | 0.36% | Add +7.5% | 12,655 | $572K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -7.9% | 12,523 | $566K |
| Spinnaker Trust | 0.04% | Add +1.4% | 12,497 | $565K |
| Insight Wealth Partners, LLC | 0.36% | Add +8.4% | 12,437 | $562K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -21.4% | 12,390 | $560K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -89.0% | 12,305 | $556K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +21.2% | 12,129 | $548K |
| Keystone Financial Group | 0.05% | Add +15.9% | 8,913 | $545K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.1% | 11,963 | $541K |
| Midwest Heritage Bank, FSB | 0.25% | Reduce -22.7% | 11,911 | $538K |
| TD Private Client Wealth LLC | 0.01% | Add +3.0% | 11,841 | $535K |
| Ridgeline Wealth, LLC | 0.44% | — | 11,812 | $534K |
| LongView Wealth Management | 0.16% | Add +5.3% | 11,784 | $533K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -29.5% | 11,782 | $533K |
| Kingdom Financial Group LLC. | 0.36% | Reduce -15.8% | 11,632 | $526K |
| Harbor Group, Inc. | 0.12% | Reduce -15.0% | 11,374 | $514K |
| Acorn Financial Advisory Services Inc. | 0.08% | Reduce -10.8% | 11,163 | $505K |
| Hilltop Holdings Inc. | 0.03% | New | 11,000 | $497K |
| Beacon Financial Group | 0.05% | Reduce -46.2% | 10,947 | $495K |
| Wedbush Securities Inc. | 0.02% | Add +52.1% | 10,526 | $476K |
| New Century Financial Group, LLC | 0.20% | Reduce -1.1% | 10,464 | $472K |
| RFP Financial Group LLC | 0.18% | Add +6.0% | 10,422 | $471K |
| McAdam, LLC | 0.03% | Add +2.3% | 10,354 | $468K |
| PUREfi Wealth, LLC | 0.46% | — | 10,298 | $465K |
| Stanich Group LLC | 0.34% | — | 10,036 | $454K |
| Beverly Hills Private Wealth, LLC | 0.09% | Reduce -37.1% | 10,026 | $453K |
| City State Bank | 0.16% | Add +14.5% | 9,847 | $445K |
| TCTC Holdings, LLC | 0.02% | No change | 9,639 | $436K |
| Interchange Capital Partners, LLC | 0.16% | Reduce -18.5% | 9,545 | $431K |
| Ellevest, Inc. | 0.02% | No change | 9,522 | $430K |
| Wealthspire Retirement, LLC | 0.03% | Add +2.5% | 9,400 | $425K |
| Global Financial Private Client, LLC | 0.16% | Reduce -22.1% | 9,217 | $417K |
| Centaurus Financial, Inc. | 0.03% | Reduce -60.9% | 9,061 | $410K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -7.0% | 9,066 | $410K |
| Bellwether Advisors, LLC | 0.07% | Reduce -1.9% | 8,970 | $405K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.2% | 8,955 | $405K |
| PKS Advisory Services, LLC | 0.10% | — | 8,944 | $404K |
| Trilogy Capital Inc. | 0.02% | Reduce -7.0% | 8,894 | $402K |
| FLP Wealth Management, LLC | 1.02% | — | 8,830 | $399K |
| Savant Capital, LLC | 0.00% | Reduce -18.8% | 8,746 | $395K |
| Valtrion Capital Management, LLC | 0.84% | — | 8,721 | $394K |
| Equita Financial Network, Inc. | 0.14% | Reduce -34.6% | 8,718 | $394K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -28.1% | 8,586 | $388K |
| Acorn Creek Capital LLC | 0.20% | New | 8,557 | $387K |
| Ascent Group, LLC | 0.03% | Reduce -69.0% | 8,545 | $386K |
| Bank of Montreal | 0.00% | Add +1.7% | 8,521 | $385K |
| Avior Wealth Management, LLC | 0.01% | Reduce -14.9% | 8,512 | $385K |
| Visionary Horizons, LLC | 0.25% | Add +9.4% | 8,508 | $385K |
| Family Capital Trust Co | 0.13% | No change | 8,502 | $384K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +235.0% | 8,496 | $384K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -18.5% | 8,440 | $381K |
| Retirement Planning Group, LLC | 0.02% | New | 8,319 | $376K |
| Blueprint Investment Partners LLC | 0.06% | Add +0.5% | 8,284 | $374K |
| Lido Advisors, LLC | 0.00% | New | 8,243 | $373K |
| TCP Asset Management, LLC | 0.08% | No change | 8,218 | $371K |
| Davidson Investment Advisors | 0.02% | Add +2.0% | 8,217 | $371K |
| Criterion Capital Advisors, LLC | 0.23% | No change | 8,211 | $371K |
| Howe & Rusling Inc. | 0.03% | Reduce -30.1% | 8,113 | $367K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -38.4% | 8,003 | $362K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -23.7% | 7,974 | $360K |
| EWG Elevate Inc. | 0.11% | Add +25.5% | 7,874 | $356K |
| Vermillion & White Wealth Management Group, LLC | 0.26% | No change | 7,796 | $352K |
| Strategic Equity Management | 0.15% | Add +1.7% | 7,765 | $351K |
| Ameritas Advisory Services, LLC | 0.01% | Add +5.2% | 7,660 | $346K |
| ETF Store, Inc. | 0.42% | Reduce -32.7% | 7,557 | $342K |
| Hobart Private Capital, LLC | 0.08% | Reduce -18.3% | 7,476 | $338K |
| Cornerstone Planning Group LLC | 0.08% | Reduce -13.1% | 7,376 | $336K |
| XTX Topco Ltd | 0.03% | New | 7,368 | $333K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | Reduce -3.8% | 7,280 | $329K |
| Verity Asset Management, Inc. | 0.19% | Reduce -30.5% | 7,277 | $329K |
| Virtue Capital Management, LLC | 0.07% | New | 7,276 | $329K |
| Financial Counselors Inc. | 0.00% | Reduce -20.8% | 7,265 | $328K |
| Cynosure Group, LLC | 0.05% | New | 7,110 | $321K |
| Snider Financial Group | 0.10% | Reduce -6.0% | 7,073 | $320K |
| Lockerman Financial Group, Inc. | 0.54% | New | 6,987 | $316K |
| Sfmg, LLC | 0.02% | Reduce -1.5% | 6,979 | $315K |
| Disciplined Investments, LLC | 0.15% | New | 6,831 | $309K |
| Advisor Resource Council | 0.22% | New | 6,824 | $308K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -0.4% | 6,780 | $306K |
| Fermata Advisors, LLC | 0.06% | No change | 6,774 | $306K |
| Maridea Wealth Management LLC | 0.10% | — | 6,665 | $301K |
| HB Wealth Management, LLC | 0.00% | Add +0.1% | 6,578 | $297K |
| Magnus Financial Group LLC | 0.03% | Reduce -11.2% | 6,557 | $296K |
| Novem Group | 0.04% | — | 6,556 | $296K |
| Arlington Trust Co LLC | 0.06% | No change | 6,492 | $293K |
| Darden Wealth Group Inc | 0.20% | Reduce -0.9% | 6,440 | $291K |
| Inspire Advisors, LLC | 0.04% | Add +36.3% | 6,390 | $289K |
| Kovack Advisors, Inc. | 0.03% | Add +13.6% | 6,310 | $285K |
| Destiny Wealth Partners, LLC | 0.05% | Reduce -6.7% | 6,171 | $279K |
| Successful Portfolios LLC | 0.18% | Add +0.7% | 6,094 | $275K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -4.0% | 5,997 | $271K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -17.0% | 5,980 | $270K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 5,921 | $268K |
| Pinnacle Bancorp, Inc. | 0.09% | Reduce -14.7% | 5,871 | $265K |
| Private Capital Management LLC | 0.05% | Reduce -27.6% | 5,827 | $263K |
| Sanders Morris Harris LLC | 0.04% | New | 5,841 | $263K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,811 | $263K |
| Lantern Wealth Advisors, LLC | 0.17% | Reduce -0.1% | 5,774 | $261K |
| Uptick Partners, LLC | 0.09% | New | 5,499 | $249K |
| Quad-Cities Investment Group, LLC | 0.12% | Add +1.4% | 5,369 | $243K |
| Magnolia Private Wealth, LLC | 0.22% | — | 5,367 | $243K |
| Riverbend Wealth Management, LLC | 0.22% | — | 5,360 | $242K |
| Financial Sense Advisors, Inc. | 0.08% | Reduce -13.6% | 5,359 | $242K |
| Mosaic Advisors LLC | 0.28% | New | 5,345 | $242K |
| Commerce Bank | 0.00% | No change | 5,251 | $237K |
| Fortis Capital Advisors, LLC | 0.08% | Add +4.4% | 5,032 | $235K |
| Belpointe Asset Management LLC | 0.01% | Add +4.4% | 5,032 | $235K |
| Commonwealth Retirement Investments LLC | 0.10% | No change | 5,190 | $235K |
| Cadence Bank | 0.02% | Reduce -3.4% | 5,153 | $233K |
| Madison Wealth Partners, Inc | 0.06% | Add +9.8% | 5,029 | $227K |
| GC Wealth Management RIA, LLC | 0.04% | No change | 4,978 | $225K |
| Altiora Financial Group, LLC | 0.05% | No change | 4,964 | $224K |
| Matauro, LLC | 0.05% | — | 4,912 | $222K |
| Redwood Financial Network Corp | 0.16% | Reduce -12.4% | 4,823 | $218K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,769 | $216K |
| Scott Capital Advisors, LLC | 0.06% | No change | 4,751 | $212K |
| Total Investment Management Inc. | 0.03% | New | 4,687 | $212K |
| Patton Albertson Miller Group, LLC | 0.03% | New | 4,618 | $209K |
| Oppenheimer & Co. Inc. | 0.00% | New | 4,608 | $208K |
| Founders Financial Alliance, LLC | 0.06% | Add +0.3% | 4,588 | $207K |
| 1900 Wealth Management LLC | 0.02% | Add +1.6% | 4,587 | $207K |
| Sequent Planning LLC | 0.08% | New | 4,578 | $207K |
| Keudell/Morrison Wealth Management | 0.05% | New | 4,572 | $207K |
| Northern Trust Corp. | 0.00% | New | 4,538 | $205K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,427 | $200K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Reduce -0.6% | 4,324 | $195K |
| Transce3nd, LLC | 0.06% | — | 4,157 | $188K |
| Financial Gravity Companies, Inc. | 0.04% | Reduce -2.1% | 3,935 | $178K |
| PSI Advisors, LLC | 0.05% | New | 3,887 | $176K |
| MidAtlantic Capital Management, Inc. | 0.13% | Reduce -25.8% | 3,867 | $175K |
| Financial Management Professionals, Inc. | 0.02% | No change | 3,843 | $174K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +4.0% | 3,699 | $167K |
| Stephens Consulting, LLC | 0.04% | No change | 3,636 | $164K |
| MeadowBrook Investment Advisors LLC | 0.13% | New | 3,266 | $148K |
| Sachetta, LLC | 0.06% | Add +1.4% | 3,219 | $145K |
| Fifth Third Bancorp | 0.00% | Reduce -4.8% | 3,187 | $144K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 3,071 | $139K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -14.7% | 3,014 | $136K |
| Sugarloaf Wealth Management, LLC | 0.03% | Reduce -14.3% | 2,954 | $134K |
| Tucker Asset Management LLC | 0.03% | Add +120.5% | 2,767 | $125K |
| Finley Financial, LLC | 0.06% | — | 2,700 | $122K |
| MAI Capital Management | 0.00% | New | 2,673 | $121K |
| Element Wealth, LLC | 0.06% | Reduce -33.3% | 2,500 | $113K |
| Beacon Capital Management, LLC | 0.01% | Reduce -33.6% | 2,410 | $109K |
| Thompson Investment Management, Inc. | 0.01% | Add +11.4% | 2,200 | $99K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +14.1% | 2,179 | $99K |
| Capital A Wealth Management, LLC | 0.16% | — | 2,145 | $97K |
| Bellevue Asset Management, LLC | 0.05% | New | 2,082 | $94K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,043 | $92K |
| CVA Family Office, LLC | 0.01% | No change | 1,969 | $89K |
| FAS Wealth Partners, Inc. | 0.01% | Add +5.3% | 1,880 | $85K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,798 | $81K |
| Wood Tarver Financial Group, LLC | 0.03% | — | 1,754 | $79K |
| Tompkins Financial Corp. | 0.01% | New | 1,735 | $78K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,717 | $78K |
| Iron Horse Wealth Management, LLC | 0.03% | No change | 1,724 | $78K |
| BNP Paribas Financial Markets | 0.00% | Add +3365.3% | 1,698 | $77K |
| Colonial Trust Co / SC | 0.01% | Reduce -10.5% | 1,697 | $77K |
| Ameriflex Group, Inc. | 0.03% | — | 1,657 | $75K |
| Signaturefd, LLC | 0.00% | No change | 1,567 | $71K |
| Keystone Financial Group, Inc. | 0.05% | — | 1,451 | $66K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,374 | $62K |
| MPWM Advisory Solutions, LLC | 0.04% | — | 1,334 | $60K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +533.3% | 1,311 | $59K |
| Sandy Spring Bank | 0.00% | No change | 1,286 | $58K |
| Joseph Group Capital Management | 0.02% | Reduce -35.8% | 1,170 | $53K |
| LGT Financial Advisors LLC | 0.12% | Reduce -18.7% | 1,155 | $52K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 1,144 | $52K |
| REAP Financial Group, LLC | 0.01% | Reduce -27.9% | 1,142 | $52K |
| Valued Wealth Advisors LLC | 0.03% | Reduce -11.4% | 1,099 | $50K |
| Old Second National Bank of Aurora | 0.01% | Add +99900.0% | 1,000 | $45K |
| National Bank of Canada | 0.00% | New | 990 | $45K |
| Key Financial Inc | 0.01% | Add +31.3% | 910 | $41K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 837 | $38K |
| New Millennium Group LLC | 0.02% | New | 833 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -12.1% | 797 | $36K |
| First Financial Corp. | 0.02% | New | 767 | $35K |
| Chesapeake Asset Management LLC | 0.03% | No change | 686 | $31K |
| Synergy Investment Management, LLC | 0.01% | — | 635 | $29K |
| St Germain D J Co. Inc. | 0.00% | New | 540 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 499 | $23K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -16.4% | 494 | $22K |
| Provident Wealth Management, LLC | 0.01% | No change | 463 | $21K |
| TD Capital Management LLC | 0.00% | Reduce -12.7% | 427 | $19K |
| Bernard Wealth Management Corp. | 0.01% | — | 425 | $19K |
| Wolff Wiese Magana LLC | 0.01% | New | 413 | $19K |
| Robinswood Financial LLC | 0.01% | No change | 349 | $16K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 334 | $15K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 322 | $15K |
| NorthRock Partners, LLC | 0.00% | No change | 296 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 290 | $13K |
| Archer Investment Corp | 0.00% | Add +1265.0% | 273 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $11K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 216 | $10K |
| Investors Research Corp | 0.00% | No change | 210 | $9K |
| UMB Bank, n.a. | 0.00% | New | 194 | $9K |
| Caldwell Trust Co | 0.00% | New | 184 | $8K |
| Wiser Advisor Group LLC | 0.01% | Add +1.2% | 173 | $8K |
| Pineridge Advisors LLC | 0.00% | Add +1.2% | 164 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 147 | $7K |
| Crews Bank & Trust | 0.00% | — | 143 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 133 | $6K |
| SouthState Bank Corp | 0.00% | New | 128 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 122 | $6K |
| Roxbury Financial LLC | 0.00% | — | 107 | $5K |
| Affinity Wealth LLC | 0.01% | — | 109 | $5K |
| Caitlin John, LLC | 0.00% | No change | 108 | $5K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.1% | 89 | $4K |
| Larson Financial Group LLC | 0.00% | New | 52 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 43 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.4% | 43 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 33 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $859 |
| Salomon & Ludwin, LLC | 0.00% | No change | 17 | $768 |
| Human Investing LLC | 0.00% | New | 13 | $588 |
| Lanark Financial, Inc. | 0.04% | — | 8 | $386 |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 5 | $226 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $46 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1 | $25 |
"% 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.