Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q2 2025 (June 30)743holders +8
63new positions
56sold out
5famous investors
$45.99avg. 13F price*
At the end of Q2 2025, 743 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 8 from Q1 2025. 63 opened new positions and 56 sold out. The largest holders were Envestnet Asset Management Inc. ($6.2B), Jones Financial Companies LLLP ($3.1B) and BlackRock, Inc. ($2.9B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q2 2025)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $63.4M |
| Exits | 56 | $86.8M |
All 13F filers, Q1 2025 → Q2 2025: 22,807,692 shares bought and 33,982,471 shares sold, net −11,174,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 743 holders
| Envestnet Asset Management Inc. | 1.82% | Reduce -5.0% | 135,102,602 | $6.2B |
| Jones Financial Companies LLLP | 2.33% | Add +7.0% | 66,774,459 | $3.1B |
| BlackRock, Inc. | 0.06% | Reduce -3.7% | 62,125,502 | $2.9B |
| LPL Financial LLC | 0.73% | Reduce -1.7% | 47,236,444 | $2.2B |
| Wells Fargo & Company | 0.44% | Add +2.4% | 43,286,451 | $2.0B |
| Northwestern Mutual Wealth Management Co. | 0.82% | Add +5.8% | 24,317,154 | $1.1B |
| Morgan Stanley | 0.07% | Add +3.4% | 23,413,905 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Add +3.4% | 18,782,389 | $868.3M |
| Cwm, LLC | 2.83% | Reduce -3.9% | 17,375,112 | $803.3M |
| Envestnet Portfolio Solutions, Inc. | 2.39% | Reduce -13.2% | 14,044,456 | $649.3M |
| Mariner, LLC | 0.84% | Add +9.8% | 12,555,562 | $580.4M |
| Ameriprise Financial Inc. | 0.12% | Add +0.7% | 10,935,323 | $505.2M |
| Park Avenue Securities LLC | 4.43% | Reduce -4.3% | 10,426,975 | $482.0M |
| Bank of New York Mellon Corp | 0.08% | Add +0.7% | 9,064,233 | $419.0M |
| Cetera Investment Advisers | 0.68% | Reduce -8.1% | 8,706,738 | $402.5M |
| Janney Montgomery Scott LLC | 1.00% | Reduce -4.0% | 8,284,516 | $383.0M |
| MML Investors Services, LLC | 1.09% | Reduce -2.1% | 8,180,461 | $378.2M |
| OneDigital Investment Advisors LLC | 3.45% | Reduce -12.8% | 6,718,717 | $310.6M |
| United Capital Financial Advisors, LLC | 1.63% | Reduce -12.3% | 4,360,363 | $201.6M |
| Wealthspire Advisors, LLC | 1.13% | Reduce -3.3% | 4,340,479 | $200.7M |
| GeoWealth Management, LLC | 7.50% | Reduce -6.5% | 4,156,944 | $192.2M |
| SigFig Wealth Management, LLC | 6.28% | Add +0.7% | 4,120,866 | $189.9M |
| Raymond James Financial Inc. | 0.07% | Add +1.2% | 4,104,642 | $189.8M |
| Kestra Investment Management, LLC | 5.26% | Reduce -54.6% | 3,752,017 | $173.5M |
| Foundations Investment Advisors, LLC | 2.43% | Add +9.6% | 3,325,866 | $153.8M |
| Royal Bank of Canada | 0.03% | Add +2.0% | 3,245,808 | $150.1M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -8.9% | 3,223,798 | $149.0M |
| Osaic Holdings, Inc. | 0.26% | Add +21.1% | 3,116,676 | $144.1M |
| JB Capital LLC | 6.67% | Add +0.9% | 2,975,634 | $137.6M |
| Sanctuary Advisors, LLC | 0.82% | Reduce -2.5% | 2,882,865 | $133.3M |
| Stifel Financial Corp. | 0.13% | Reduce -7.9% | 2,812,870 | $130.0M |
| UBS Group AG | 0.03% | Add +0.3% | 2,750,687 | $127.2M |
| NewEdge Advisors, LLC | 0.65% | Reduce -2.4% | 2,712,133 | $125.4M |
| Allworth Financial LP | 0.58% | Add +1.0% | 2,608,761 | $120.6M |
| Farther Finance Advisors, LLC | 2.30% | Add +23.1% | 2,488,761 | $115.1M |
| Mason & Associates, LLC | 28.28% | Reduce -9.6% | 2,435,816 | $112.6M |
| Bank of America Corp. | 0.01% | Reduce -10.8% | 2,394,661 | $110.7M |
| First Command Advisory Services, Inc. | 0.83% | Add +16.0% | 2,097,892 | $97.0M |
| Spire Wealth Management | 3.12% | Add +1276.8% | 1,888,940 | $87.0M |
| Assetmark, Inc. | 0.19% | Add +17.1% | 1,700,347 | $78.6M |
| McMorgan & Co. LLC | 11.37% | Add +0.2% | 1,668,414 | $77.1M |
| US Bancorp \de | 0.09% | Reduce -6.8% | 1,616,741 | $74.7M |
| Truist Financial Corp. | 0.11% | Reduce -4.9% | 1,612,013 | $74.5M |
| Integrated Wealth Concepts LLC | 0.72% | Add +9.3% | 1,559,213 | $72.1M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Reduce -3.1% | 1,549,317 | $71.6M |
| Compass Ion Advisors, LLC | 7.51% | Add +5.8% | 1,500,468 | $69.4M |
| FMR LLC | 0.00% | Reduce -7.2% | 1,477,043 | $68.3M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.3% | 1,427,474 | $66.0M |
| Focus Partners Wealth | 0.13% | Add +30.4% | 1,333,624 | $61.7M |
| Sofi Wealth, LLC | 3.73% | Add +6.2% | 1,319,100 | $61.0M |
| Sharkey, Howes & Javer | 8.07% | Reduce -10.8% | 1,302,816 | $60.2M |
| Kestra Advisory Services, LLC | 0.29% | Reduce -3.2% | 1,292,860 | $59.8M |
| Baker Avenue Asset Management, LP | 1.65% | Add +2.5% | 1,252,992 | $57.9M |
| Affinity Capital Advisors, LLC | 9.56% | Add +5.2% | 1,202,066 | $55.6M |
| SteelPeak Wealth, LLC | 2.16% | Reduce -10.2% | 1,200,349 | $55.5M |
| Atria Investments, Inc | 0.65% | Reduce -13.3% | 1,186,494 | $54.9M |
| Icon Wealth Advisors, LLC | 3.78% | Reduce -1.9% | 1,148,897 | $53.1M |
| Savvy Advisors, Inc. | 3.48% | Add +20.5% | 1,129,771 | $52.2M |
| High Falls Advisors, Inc | 11.43% | Reduce -9.2% | 1,117,344 | $51.7M |
| Stone House Investment Management, LLC | 9.48% | Reduce -0.5% | 1,115,094 | $51.6M |
| &partners | 0.39% | Add +87.8% | 1,107,652 | $51.4M |
| Atria Wealth Solutions, Inc. | 1.14% | Reduce -47.6% | 1,095,353 | $50.6M |
| Intelligence Driven Advisers, LLC | 7.28% | Add +7.5% | 1,043,740 | $48.3M |
| Avantax Advisory Services, Inc. | 0.26% | Reduce -1.1% | 1,024,270 | $47.4M |
| Avidian Wealth Enterprises, LLC | 1.88% | Add +3.0% | 1,000,740 | $46.3M |
| CreativeOne Wealth, LLC | 1.16% | Reduce -9.1% | 955,781 | $44.2M |
| Destination Wealth Management | 1.26% | Add +0.6% | 930,533 | $43.0M |
| Keybank National Association | 0.16% | Reduce -2.8% | 921,006 | $42.6M |
| Baird Financial Group, Inc. | 0.07% | Add +0.8% | 912,958 | $42.2M |
| Oarsman Capital, Inc. | 6.54% | Add +35.1% | 902,048 | $41.7M |
| Regions Financial Corp. | 0.29% | Add +1.7% | 896,113 | $41.4M |
| Global Strategic Investment Solutions, LLC | 4.27% | Add +12.6% | 863,967 | $39.9M |
| Orion Porfolio Solutions, LLC | 0.33% | Add +39.1% | 824,495 | $38.1M |
| Stash Investments, LLC | 17.57% | Add +8.8% | 801,239 | $37.0M |
| Integrity Alliance, Llc. | 2.02% | Add +18.6% | 799,646 | $37.0M |
| Blue Trust, Inc. | 0.42% | Reduce -10.8% | 764,470 | $35.3M |
| Composition Wealth, LLC | 0.58% | Add +15.6% | 750,230 | $34.7M |
| Jacobson & Schmitt Advisors, LLC | 6.12% | Add +2.2% | 746,547 | $34.5M |
| UNIVEST FINANCIAL Corp | 2.03% | Add +7.3% | 733,112 | $33.9M |
| Strategic Blueprint, LLC | 1.58% | Reduce -5.2% | 696,052 | $32.2M |
| GM Advisory Group, LLC | 1.57% | Reduce -0.5% | 687,180 | $31.8M |
| Austin Private Wealth, LLC | 2.51% | Reduce -18.6% | 686,531 | $31.7M |
| Horst & Graben Wealth Management LLC | 5.16% | Reduce -22.8% | 674,297 | $31.2M |
| ONE Advisory Partners, LLC | 10.38% | Reduce -1.5% | 677,440 | $31.1M |
| Stokes Family Office, LLC | 3.23% | Reduce -6.1% | 665,945 | $30.8M |
| Simplicity Wealth,LLC | 1.22% | Add +72.8% | 632,077 | $29.2M |
| Trek Financial, LLC | 1.92% | Reduce -8.3% | 618,568 | $28.6M |
| Elevation Wealth Partners, LLC | 10.97% | Add +2.9% | 601,013 | $27.8M |
| Landmark Wealth Management, Inc. | 11.83% | Add +26.6% | 597,488 | $27.6M |
| Invst, LLC | 3.43% | Add +5.4% | 596,256 | $27.6M |
| Modern Wealth Management, LLC | 0.68% | Reduce -15.5% | 595,085 | $27.5M |
| Perigon Wealth Management, LLC | 0.63% | Reduce -11.5% | 583,888 | $27.0M |
| Legacy Financial Group LLC | 3.71% | Add +5.2% | 574,665 | $26.6M |
| Keystone Financial Services | 8.83% | Add +0.9% | 561,310 | $25.9M |
| Brookstone Capital Management | 0.33% | Reduce -8.0% | 541,681 | $25.0M |
| Corient Private Wealth LP | 0.03% | Add +6.9% | 531,374 | $24.6M |
| Compound Planning, Inc. | 0.92% | Add +10.5% | 526,160 | $24.3M |
| HighTower Advisors, LLC | 0.03% | Add +2.2% | 518,057 | $23.9M |
| PAX Financial Group, LLC | 4.57% | Reduce -14.7% | 517,087 | $23.9M |
| Summit Financial, LLC | 0.54% | Add +2.6% | 514,749 | $23.8M |
| Bay Harbor Wealth Management, LLC | 6.89% | Reduce -7.1% | 514,161 | $23.8M |
| Apella Capital, LLC | 0.64% | Add +61.9% | 517,317 | $23.7M |
| Wealth Alliance, LLC | 2.63% | Add +0.3% | 510,224 | $23.6M |
| Principal Securities, Inc. | 0.41% | Add +16.3% | 467,574 | $21.6M |
| Skyline Advisors, Inc. | 7.83% | Add +1.3% | 458,295 | $21.2M |
| AE Wealth Management LLC | 0.15% | Reduce -10.7% | 451,967 | $20.9M |
| KWB Wealth | 2.53% | Add +77.0% | 451,007 | $20.8M |
| Shared Vision Wealth Group LLC | 9.87% | Reduce -8.6% | 429,713 | $19.8M |
| Bank of Hawaii | 1.04% | Reduce -0.1% | 427,258 | $19.8M |
| Capital Analysts, LLC | 0.66% | Add +2.6% | 426,077 | $19.7M |
| Regal Investment Advisors LLC | 1.48% | Reduce -2.9% | 426,073 | $19.7M |
| WCG Wealth Advisors LLC | 1.27% | Add +2.8% | 423,274 | $19.6M |
| Private Advisor Group, LLC | 0.10% | Add +14.3% | 419,929 | $19.4M |
| CFS Investment Advisory Services, LLC | 1.58% | Reduce -16.8% | 417,669 | $19.3M |
| Central Pacific Bank - Trust Division | 2.41% | Reduce -1.8% | 392,101 | $18.1M |
| One Wealth Advisors, LLC | 2.46% | Reduce -19.9% | 382,480 | $17.7M |
| Diversified Portfolios, Inc. | 1.68% | Reduce -16.4% | 380,978 | $17.6M |
| U.S. Capital Wealth Advisors, LLC | 0.50% | Reduce -2.6% | 372,227 | $17.2M |
| West Wealth Group, LLC | 4.24% | Add +1.0% | 369,139 | $17.1M |
| Global Retirement Partners, LLC | 0.42% | — | 369,025 | $17.1M |
| Parr McKnight Wealth Management Group, LLC | 2.29% | Reduce -9.9% | 360,569 | $16.7M |
| Merit Financial Group, LLC | 0.18% | Add +1.6% | 354,436 | $16.4M |
| Advus Financial Partners, LLC | 4.16% | Reduce -6.2% | 352,131 | $16.3M |
| Opes Wealth Management LLC | 2.86% | Reduce -4.1% | 347,835 | $16.1M |
| Sovran Advisors, LLC | 1.68% | Reduce -17.6% | 351,519 | $16.1M |
| True Vision MN LLC | 8.83% | Reduce -12.0% | 345,307 | $16.0M |
| Firestone Capital Management | 3.74% | Reduce -2.0% | 343,514 | $15.9M |
| 5T Wealth, LLC | 7.96% | Reduce -4.4% | 338,214 | $15.6M |
| Bensler, LLC | 1.73% | Reduce -12.9% | 334,804 | $15.5M |
| Coppell Advisory Solutions LLC | 1.81% | New | 331,643 | $15.3M |
| Aptus Capital Advisors, LLC | 0.15% | Reduce -28.4% | 329,196 | $15.2M |
| Hoxton Planning & Management, LLC | 5.15% | Reduce -4.1% | 322,293 | $14.9M |
| Comerica Bank | 0.06% | Add +8.4% | 319,266 | $14.8M |
| Forum Private Client Group LLC | 5.63% | Add +4.7% | 315,713 | $14.6M |
| Guardian Wealth Advisors, LLC / NC | 1.02% | Reduce -27.7% | 312,300 | $14.4M |
| Financial Life Advisors | 4.93% | Reduce -6.4% | 311,915 | $14.4M |
| Liberty Wealth Management LLC | 2.26% | Add +0.5% | 311,493 | $14.4M |
| PFG Advisors | 0.66% | Add +1.8% | 307,034 | $14.2M |
| WealthShield Partners, LLC | 1.64% | Reduce -6.6% | 293,148 | $13.6M |
| Mutual Advisors, LLC | 0.33% | Reduce -24.0% | 291,381 | $13.4M |
| Elite Financial, Inc. | 6.55% | Add +2.2% | 287,827 | $13.3M |
| Tiemann Investment Advisors, LLC | 5.43% | Add +0.0% | 286,808 | $13.3M |
| Waverly Advisors, LLC | 0.14% | Reduce -0.7% | 284,800 | $13.2M |
| First Horizon Advisors, Inc. | 0.34% | Add +6.5% | 279,155 | $12.9M |
| Endeavor Private Wealth, Inc. | 6.05% | Add +1.9% | 276,719 | $12.8M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.9% | 266,655 | $12.3M |
| SWP Financial LLC | 6.72% | Reduce -14.1% | 264,701 | $12.2M |
| Lodestar Private Asset Management LLC | 1.39% | Add +1.7% | 261,011 | $12.1M |
| Ancora Advisors LLC | 0.25% | Add +4.7% | 260,429 | $12.0M |
| D.A. Davidson & Co. | 0.08% | Reduce -1.2% | 257,214 | $11.9M |
| Resolute Wealth Advisor, Inc. | 6.69% | — | 254,454 | $11.8M |
| Summit Wealth Partners, LLC | 2.20% | Add +12.8% | 249,754 | $11.5M |
| Claro Advisors Inc. | 1.88% | Reduce -17.5% | 246,054 | $11.4M |
| My Legacy Advisors, LLC | 4.04% | Reduce -3.2% | 247,280 | $11.4M |
| Apeiron RIA LLC | 2.85% | Reduce -20.4% | 239,512 | $11.1M |
| World Investment Advisors | 0.25% | Reduce -4.3% | 237,577 | $11.0M |
| WealthPlan Investment Management, LLC | 0.80% | New | 236,764 | $10.9M |
| Galvin, Gaustad & Stein, LLC | 0.95% | Add +1.9% | 235,342 | $10.9M |
| Ewa, LLC | 3.40% | Add +16.6% | 233,509 | $10.8M |
| TSA Wealth Managment LLC | 3.86% | Reduce -2.6% | 228,665 | $10.6M |
| Security Financial Services, INC. | 1.86% | Reduce -5.7% | 228,437 | $10.6M |
| Csenge Advisory Group | 0.55% | Add +1.1% | 230,501 | $10.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -17.8% | 224,004 | $10.4M |
| RFG Advisory, LLC | 0.23% | Reduce -22.1% | 214,865 | $9.9M |
| Kilter Group LLC | 5.21% | Add +9.4% | 214,011 | $9.9M |
| Orgel Wealth Management, LLC | 0.23% | Reduce -6.0% | 204,514 | $9.5M |
| One Wealth Capital Management, LLC | 4.43% | Reduce -1.6% | 204,282 | $9.4M |
| Mayflower Financial Advisors, LLC | 1.28% | Reduce -12.0% | 198,537 | $9.2M |
| Apollon Wealth Management, LLC | 0.18% | Reduce -6.7% | 193,632 | $9.0M |
| FFG Retirement Advisors LLC | 5.59% | Reduce -28.6% | 192,877 | $8.9M |
| Atlatl Advisers LLC | 4.19% | Reduce -21.8% | 191,650 | $8.9M |
| Retirement Capital Strategies | 3.47% | Reduce -6.3% | 189,402 | $8.8M |
| Triangle Securities Wealth Management | 2.14% | Add +0.0% | 188,144 | $8.7M |
| Barnes Wealth Management Group, Inc | 4.96% | Reduce -1.9% | 181,594 | $8.4M |
| Rothschild Wealth LLC | 2.05% | Reduce -8.7% | 180,299 | $8.3M |
| Tanager Wealth Management LLP | 0.98% | New | 179,488 | $8.3M |
| Cerity Partners LLC | 0.01% | Reduce -0.4% | 176,595 | $8.2M |
| Advisory Services Network, LLC | 0.13% | Reduce -1.7% | 175,858 | $8.1M |
| Twin Peaks Wealth Advisors, LLC | 2.60% | Add +4.6% | 173,821 | $8.0M |
| Client 1ST Advisory Group, LLC | 2.89% | Add +3.4% | 172,488 | $8.0M |
| Sax Wealth Advisors, LLC | 0.47% | Add +55.8% | 169,427 | $7.8M |
| Centurion Wealth Management LLC | 2.24% | Reduce -1.0% | 169,295 | $7.8M |
| Kickstand Ventures, Llc. | 1.81% | Reduce -8.8% | 167,714 | $7.8M |
| Trivium Point Advisory, LLC | 0.84% | Reduce -2.7% | 166,852 | $7.7M |
| Copperleaf Capital, LLC | 3.88% | Add +0.8% | 165,688 | $7.7M |
| Cypress Wealth Services, LLC | 1.35% | Reduce -5.2% | 162,959 | $7.5M |
| EP Wealth Advisors, LLC | 0.05% | Add +2187.6% | 161,712 | $7.5M |
| Focus Financial Network, Inc. | 0.29% | Reduce -17.7% | 161,284 | $7.5M |
| Renaissance Technologies | 0.01% | Reduce -18.0% | 160,900 | $7.4M |
| Quattro Financial Advisors LLC | 2.54% | Reduce -2.0% | 156,196 | $7.2M |
| Yukon Wealth Management, Inc. | 2.58% | Add +1.5% | 155,746 | $7.2M |
| Mgo One Seven LLC | 0.23% | Add +888.8% | 155,410 | $7.2M |
| Swmg, LLC | 2.40% | Reduce -47.7% | 155,285 | $7.1M |
| BCU Wealth Advisors, LLC | 3.17% | Reduce -2.6% | 152,616 | $7.1M |
| Gateway Wealth Partners, LLC | 1.34% | Add +2.8% | 152,530 | $7.1M |
| IFP Advisors, Inc | 0.20% | Add +8.7% | 151,518 | $7.0M |
| Saxony Capital Management, LLC | 5.30% | Add +159.3% | 149,453 | $6.9M |
| New Capital Management LP | 1.93% | New | 149,289 | $6.9M |
| Royal Fund Management, LLC | 0.73% | Add +3.2% | 148,296 | $6.9M |
| Davis Wealth Advisors, LLC | 7.25% | Reduce -2.9% | 147,715 | $6.8M |
| Diversify Advisory Services, LLC | 0.25% | Reduce -23.6% | 143,682 | $6.6M |
| Hoese & Co LLP | 5.20% | Reduce -5.8% | 139,587 | $6.5M |
| Snowden Capital Advisors LLC | 0.19% | Reduce -14.7% | 139,203 | $6.4M |
| Verus Capital Partners, LLC | 0.57% | Reduce -16.2% | 138,963 | $6.4M |
| B. Riley Wealth Advisors, Inc. | 0.31% | Reduce -78.2% | 138,944 | $6.4M |
| Vertex Planning Partners, LLC | 1.34% | Reduce -16.1% | 138,858 | $6.4M |
| Sagespring Wealth Partners, LLC | 0.14% | Add +2.6% | 137,470 | $6.4M |
| Valley National Advisers Inc. | 1.01% | Reduce -1.4% | 134,162 | $6.2M |
| Elevation Point Wealth Partners, LLC | 0.48% | Add +16.9% | 133,923 | $6.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.21% | Reduce -55.1% | 131,576 | $6.1M |
| RCS Financial Planning, LLC | 3.01% | Reduce -1.1% | 130,898 | $6.1M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Reduce -12.1% | 129,750 | $6.0M |
| PFW Advisors LLC | 1.83% | Reduce -1.2% | 128,665 | $5.9M |
| Financial Advocates Investment Management | 0.48% | Add +203.9% | 127,816 | $5.9M |
| Regimen Wealth, LLC | 1.81% | Reduce -20.4% | 126,420 | $5.8M |
| Westside Investment Management, Inc. | 1.08% | Add +0.6% | 125,834 | $5.8M |
| Invesco Ltd. | 0.00% | Reduce -14.1% | 123,940 | $5.7M |
| Tradition Wealth Management, LLC | 0.46% | Reduce -20.5% | 123,929 | $5.7M |
| Eight 31 Financial, LLC | 3.65% | Reduce -0.1% | 119,666 | $5.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.63% | Reduce -25.8% | 117,886 | $5.4M |
| ORG Partners LLC | 1.18% | Add +18.7% | 116,215 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.9% | 111,191 | $5.1M |
| Randall & Associates Wealth Management | 3.89% | Reduce -1.2% | 109,454 | $5.1M |
| Conscious Wealth Investments, LLC | 3.23% | Add +0.8% | 109,603 | $5.1M |
| LifePlan Investment Advisors, Inc. | 2.50% | Add +1.9% | 109,099 | $5.0M |
| Ignite Planners, LLC | 0.87% | Add +6.4% | 108,950 | $5.0M |
| City National Bank of Florida | 3.50% | Add +55.6% | 104,155 | $4.8M |
| Venturi Wealth Management, LLC | 0.23% | Reduce -0.5% | 102,244 | $4.7M |
| First Heartland Consultants, Inc. | 0.42% | Add +18.5% | 101,388 | $4.7M |
| Maia Wealth LLC | 0.89% | Reduce -9.6% | 101,364 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -21.6% | 101,288 | $4.6M |
| Theory Financial LLC | 1.71% | Reduce -15.5% | 98,183 | $4.5M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -3.9% | 95,449 | $4.4M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +14.3% | 95,253 | $4.4M |
| Lansing Street Advisors | 1.29% | Add +0.8% | 93,405 | $4.3M |
| Arkadios Wealth Advisors | 0.13% | Add +2.6% | 91,637 | $4.2M |
| Redwood Investment Management, LLC | 0.45% | Reduce -31.9% | 91,163 | $4.2M |
| Shira Ridge Wealth Management | 1.91% | Reduce -2.8% | 90,437 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -7.1% | 89,793 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -22.6% | 89,170 | $4.1M |
| White Lighthouse Investment Management Inc. | 0.66% | Reduce -1.5% | 87,996 | $4.1M |
| Creative Planning | 0.00% | Reduce -1.8% | 87,314 | $4.0M |
| Keystone Wealth Services, LLC | 0.97% | Reduce -0.4% | 86,582 | $4.0M |
| Life Planning Partners, Inc | 3.18% | Reduce -6.9% | 86,460 | $4.0M |
| IFG Advisory, LLC | 0.20% | Reduce -2.4% | 85,521 | $4.0M |
| Dohj, LLC | 1.14% | Reduce -45.5% | 86,237 | $3.9M |
| Lifelong Wealth Advisors, Inc. | 1.25% | Reduce -12.5% | 81,412 | $3.8M |
| Firethorn Wealth Partners, LLC | 1.62% | Reduce -11.2% | 80,793 | $3.7M |
| Harbour Investments, Inc. | 0.09% | Reduce -9.3% | 80,477 | $3.7M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Add +5.0% | 80,338 | $3.7M |
| Moneywise, Inc. | 1.73% | Reduce -10.5% | 79,792 | $3.7M |
| R. W. Roge & Company, Inc. | 2.09% | Reduce -11.9% | 79,725 | $3.7M |
| Blue Oak Capital, LLC | 1.90% | Add +9.9% | 78,240 | $3.6M |
| Howard Capital Management, LLC | 0.05% | Add +25.8% | 78,146 | $3.6M |
| Aspire Private Capital, LLC | 0.82% | Reduce -1.0% | 76,465 | $3.5M |
| BOS Asset Management, LLC | 1.13% | Reduce -20.0% | 76,276 | $3.5M |
| Alternative Investment Advisors, LLC. | 1.74% | Reduce -5.2% | 75,919 | $3.5M |
| Fullcircle Wealth LLC | 1.31% | Reduce -2.0% | 75,850 | $3.5M |
| Clear Creek Financial Management, LLC | 0.33% | Reduce -17.0% | 75,812 | $3.5M |
| Arete Wealth Advisors, LLC | 0.25% | Reduce -11.0% | 75,797 | $3.5M |
| Signal Advisors Wealth, LLC | 0.27% | Reduce -12.6% | 74,588 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +73.5% | 73,999 | $3.4M |
| Retirement Wealth Solutions LLC | 2.47% | Add +7.1% | 73,175 | $3.4M |
| Sheridan Capital Management, LLC | 2.32% | No change | 72,804 | $3.4M |
| M1 Capital Management LLC | 1.68% | Reduce -18.7% | 72,203 | $3.3M |
| Richard W. Paul & Associates, LLC | 1.21% | Reduce -1.3% | 72,177 | $3.3M |
| Two West Capital Advisors LLC | 2.14% | Add +95.0% | 71,160 | $3.3M |
| Sovereign Financial Group, Inc. | 0.67% | Reduce -0.5% | 70,455 | $3.3M |
| Natixis Advisors, LLC | 0.01% | Reduce -39.5% | 69,871 | $3.2M |
| Columbus Macro, LLC | 0.39% | Add +4.2% | 69,500 | $3.2M |
| Continuum Advisory, LLC | 0.38% | Add +0.5% | 69,141 | $3.2M |
| Alterna Wealth Management, Inc. | 2.47% | Reduce -13.6% | 66,626 | $3.1M |
| Forefront Wealth Partners, LLC | 2.05% | Add +0.1% | 65,946 | $3.0M |
| FC Advisory LLC | 0.91% | Add +0.3% | 63,821 | $3.0M |
| Pines Wealth Management, LLC | 1.03% | Add +2.5% | 63,505 | $2.9M |
| Maripau Wealth Management LLC | 1.43% | Reduce -21.8% | 61,590 | $2.8M |
| Western Wealth Management, LLC | 0.17% | Add +1.2% | 61,510 | $2.8M |
| WealthPLAN Partners, LLC | 0.46% | Reduce -21.0% | 61,291 | $2.8M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -22.5% | 60,757 | $2.8M |
| Seneca Financial Advisors LLC | 1.07% | Add +68.4% | 59,930 | $2.8M |
| Evolution Wealth Advisors, LLC | 0.40% | No change | 59,608 | $2.8M |
| Forte Asset Management LLC | 1.39% | Reduce -10.1% | 58,897 | $2.7M |
| Captrust Financial Advisors | 0.01% | Add +7.3% | 58,749 | $2.7M |
| Emergent Wealth Advisors, LLC | 1.70% | Add +0.0% | 57,574 | $2.7M |
| Smartleaf Asset Management LLC | 0.23% | Add +29.1% | 57,726 | $2.7M |
| Pinion Investment Advisors, LLC | 0.92% | Reduce -33.6% | 57,444 | $2.7M |
| Sigma Planning Corp | 0.08% | Reduce -9.6% | 56,985 | $2.6M |
| Investment Advisory Group, LLC | 0.79% | Reduce -0.1% | 56,348 | $2.6M |
| Heck Capital Advisors, LLC | 0.22% | Reduce -1.1% | 55,910 | $2.6M |
| CoreCap Advisors, LLC | 0.10% | Reduce -20.1% | 55,841 | $2.6M |
| Balance Wealth Partners LLC | 1.51% | Add +5.6% | 55,725 | $2.6M |
| Clearview Wealth Advisors LLC | 1.79% | Reduce -17.1% | 55,610 | $2.6M |
| Creative Financial Designs Inc. | 0.18% | Reduce -22.5% | 55,411 | $2.6M |
| JT Stratford LLC | 0.39% | Reduce -5.2% | 55,067 | $2.5M |
| Wealthstar Advisors, LLC | 0.95% | Reduce -0.8% | 54,827 | $2.5M |
| Absolute Capital Management, LLC | 1.27% | Reduce -3.3% | 54,808 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -96.5% | 54,029 | $2.5M |
| KFA Private Wealth Group, LLC | 0.77% | Reduce -3.6% | 53,709 | $2.5M |
| Able Wealth Management LLC | 1.25% | Add +26.7% | 53,461 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +38.5% | 53,134 | $2.5M |
| Bush Investment Group, LLC | 1.63% | Reduce -19.0% | 52,467 | $2.4M |
| Americana Partners, LLC | 0.08% | New | 51,009 | $2.4M |
| Old North State Trust, LLC | 1.60% | Reduce -82.2% | 50,696 | $2.3M |
| Transcend Capital Advisors, LLC | 0.18% | Reduce -9.2% | 50,699 | $2.3M |
| Parallel Advisors, LLC | 0.05% | Add +26.2% | 50,505 | $2.3M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -30.0% | 49,863 | $2.3M |
| Ascentis Independent Advisors | 0.42% | Add +0.2% | 49,395 | $2.3M |
| Private Trust Co. NA | 0.21% | Add +4.3% | 48,237 | $2.2M |
| W Advisors, LLC | 1.26% | Reduce -2.3% | 47,661 | $2.2M |
| Tempus Wealth Planning, LLC | 0.54% | Reduce -4.9% | 47,012 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.5% | 45,112 | $2.1M |
| Patriot Investment Management Group, Inc. | 0.14% | Reduce -1.0% | 43,951 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -34.0% | 43,523 | $2.0M |
| Cooper Financial Group | 0.24% | Reduce -49.7% | 43,408 | $2.0M |
| Freedom Investment Management, Inc. | 0.16% | Add +44.0% | 43,339 | $2.0M |
| BridgePort Financial Solutions, LLC | 0.67% | Add +11.3% | 43,287 | $2.0M |
| Ascentis Wealth Management, LLC | 0.55% | Add +15.3% | 43,294 | $2.0M |
| Tyche Wealth Partners LLC | 0.40% | Add +208.1% | 42,901 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Add +5.7% | 42,843 | $2.0M |
| Edgestream Partners, L.P. | 0.05% | Add +18.3% | 42,582 | $2.0M |
| Avantra Family Wealth, Inc. | 1.62% | Reduce -7.8% | 42,424 | $2.0M |
| Dentgroup LLC | 1.35% | Add +12.6% | 42,249 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.16% | Reduce -1.7% | 41,932 | $1.9M |
| AQR Capital Management | 0.00% | Reduce -31.8% | 41,094 | $1.9M |
| Resurgent Financial Advisors LLC | 1.04% | Reduce -13.9% | 40,895 | $1.9M |
| Quotient Wealth Partners, LLC | 0.05% | Add +3.8% | 40,302 | $1.9M |
| Leavell Investment Management, Inc. | 0.08% | Add +4.8% | 40,295 | $1.9M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -7.5% | 40,166 | $1.9M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.2% | 40,101 | $1.9M |
| Wealth Group Ltd | 0.47% | Reduce -7.2% | 39,967 | $1.8M |
| Sutton Place Investors LLC | 1.09% | Reduce -21.1% | 39,327 | $1.8M |
| VestGen Investment Management | 1.30% | Reduce -18.9% | 39,215 | $1.8M |
| Keyvantage Wealth, LLC | 0.81% | Reduce -12.8% | 39,054 | $1.8M |
| Independent Financial Group, LLC | 0.05% | Add +19.8% | 38,907 | $1.8M |
| Capital Square, LLC | 0.96% | New | 39,322 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -16.0% | 38,553 | $1.8M |
| Aprio Wealth Management, LLC | 0.20% | Reduce -38.5% | 37,796 | $1.7M |
| Spectrum Planning & Advisory Services Inc. | 1.13% | Reduce -36.4% | 37,627 | $1.7M |
| RDA Financial Network | 0.47% | Reduce -18.8% | 37,476 | $1.7M |
| Keebeck Wealth Management | 0.23% | Reduce -72.9% | 37,322 | $1.7M |
| LexAurum Advisors, LLC | 0.27% | Add +4.4% | 36,991 | $1.7M |
| Elios Financial Group Inc. | 0.77% | Reduce -25.4% | 36,956 | $1.7M |
| Gen-Wealth Partners Inc | 0.66% | Reduce -10.2% | 36,948 | $1.7M |
| OMNI 360 Wealth, Inc. | 1.06% | Reduce -2.9% | 36,857 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | Add +15.2% | 36,476 | $1.7M |
| Betterment LLC | 0.00% | Reduce -1.8% | 36,429 | $1.7M |
| Legacy Edge Advisors, LLC | 0.22% | Add +2.4% | 36,304 | $1.7M |
| Nwam LLC | 0.10% | Reduce -30.6% | 36,458 | $1.7M |
| GatePass Capital, LLC | 1.12% | Reduce -17.6% | 36,237 | $1.7M |
| Two Sigma Securities, LLC | 0.21% | Add +714.0% | 35,948 | $1.7M |
| Hobbs Wealth Management, LLC | 1.59% | Reduce -16.9% | 35,928 | $1.7M |
| CAP Partners, LLC | 1.04% | Add +5.7% | 35,725 | $1.7M |
| Lion Street Advisors, LLC | 0.50% | Add +41.2% | 35,685 | $1.6M |
| Daymark Wealth Partners, LLC | 0.06% | Add +7.5% | 34,973 | $1.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.60% | Reduce -22.2% | 34,804 | $1.6M |
| Ameriflex Group, Inc. | 0.84% | Add +6.9% | 34,810 | $1.6M |
| Tradewinds, LLC. | 1.22% | New | 34,642 | $1.6M |
| Merkkuri Wealth Advisors LLC | 1.22% | Reduce -19.4% | 34,642 | $1.6M |
| Silverleafe Capital Partners, LLC | 0.55% | Add +9.8% | 34,375 | $1.6M |
| Beacon Financial Advisory LLC | 0.40% | Reduce -10.8% | 33,586 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +87.7% | 33,376 | $1.5M |
| Richmond Investment Services, LLC | 0.32% | New | 32,480 | $1.5M |
| Phillips Financial Management, LLC | 0.11% | Reduce -2.3% | 32,473 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | — | 32,048 | $1.5M |
| Range Financial Group LLC | 0.58% | Reduce -14.6% | 31,909 | $1.5M |
| Kelly Financial Services LLC | 0.43% | Reduce -10.7% | 31,740 | $1.5M |
| Linscomb Wealth, Inc. | 0.07% | Add +3.1% | 31,474 | $1.5M |
| Foster Group, Inc. | 0.05% | Reduce -15.1% | 31,199 | $1.4M |
| WBH Advisory Inc. | 0.12% | Reduce -5.5% | 30,664 | $1.4M |
| Northwest Capital Management Inc | 0.76% | Reduce -23.5% | 30,387 | $1.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0.64% | Reduce -29.5% | 30,362 | $1.4M |
| Oliver Lagore Vanvalin Investment Group | 0.55% | — | 30,253 | $1.4M |
| World Equity Group, Inc. | 0.38% | Reduce -18.7% | 30,099 | $1.4M |
| Trust Point Inc. | 0.13% | New | 30,075 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -1.2% | 29,770 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.66% | Reduce -11.3% | 29,564 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +11.9% | 28,753 | $1.3M |
| Argent Advisors, Inc. | 0.41% | Reduce -9.1% | 28,670 | $1.3M |
| Farrell Financial LLC | 0.86% | Add +7.1% | 27,874 | $1.3M |
| Klaas Financial Asset Advisors, LLC | 0.20% | Add +1.8% | 27,617 | $1.3M |
| MSH Capital Advisors LLC | 0.37% | Add +7.8% | 27,608 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -17.3% | 26,844 | $1.2M |
| Fifth Third Securities, Inc. | 0.09% | Add +20.6% | 26,791 | $1.2M |
| MN Wealth Advisors, LLC | 0.71% | Add +20.5% | 26,288 | $1.2M |
| CW Advisors, LLC | 0.01% | Add +30.7% | 26,055 | $1.2M |
| Latitude Advisors, LLC | 0.61% | Reduce -3.9% | 26,054 | $1.2M |
| Windward Private Wealth Management Inc. | 0.43% | Reduce -7.3% | 25,906 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -1.0% | 25,874 | $1.2M |
| Blalock Williams, LLC | 1.19% | Reduce -1.5% | 25,830 | $1.2M |
| Certus Wealth Management, LLC | 0.77% | No change | 25,736 | $1.2M |
| Meridian Wealth Partners, LLC | 0.17% | Add +0.2% | 25,502 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.15% | Reduce -11.3% | 25,183 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -3.0% | 25,024 | $1.2M |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -16.5% | 24,880 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.32% | Reduce -0.5% | 24,873 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Add +0.2% | 24,565 | $1.1M |
| Sound Income Strategies, LLC | 0.06% | Reduce -1.8% | 24,470 | $1.1M |
| Appleton Partners Inc. | 0.08% | Reduce -4.4% | 24,320 | $1.1M |
| Semmax Financial Advisors Inc. | 0.28% | Reduce -14.2% | 23,927 | $1.1M |
| Visionary Horizons, LLC | 0.70% | Add +25.9% | 23,793 | $1.1M |
| Liberty Square Wealth Partners LLC | 0.38% | Reduce -12.7% | 23,707 | $1.1M |
| LPWM LLC | 0.32% | Add +109.6% | 23,430 | $1.1M |
| Lifeworks Advisors, LLC | 0.16% | Reduce -0.1% | 23,383 | $1.1M |
| Eq LLC | 0.42% | Reduce -34.3% | 23,338 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Reduce -7.3% | 23,318 | $1.1M |
| Sunbelt Securities, Inc. | 0.09% | Add +202.6% | 23,572 | $1.1M |
| Rialto Wealth Management, LLC | 0.29% | Add +3.7% | 22,833 | $1.1M |
| Cahill Financial Advisors Inc. | 0.13% | Add +5.5% | 22,783 | $1.1M |
| Heritage Family Offices, LLP | 0.52% | No change | 22,568 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -8.1% | 22,301 | $1.0M |
| Caliber Wealth Management, LLC / KS | 0.11% | Add +26.3% | 22,258 | $1.0M |
| Quartz Partners, LLC | 0.47% | Add +0.1% | 22,221 | $1.0M |
| WealthTrak Capital Management LLC | 0.85% | Reduce -3.4% | 22,020 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +334.1% | 21,911 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.19% | Add +9.5% | 21,840 | $1.0M |
| Marino, Stram & Associates LLC | 0.20% | Reduce -3.3% | 21,668 | $1.0M |
| Private Client Services, LLC | 0.39% | Add +100.4% | 21,661 | $1.0M |
| Ascent Group, LLC | 0.04% | Add +65.8% | 21,654 | $1.0M |
| BCS Wealth Management | 0.22% | Reduce -0.3% | 21,634 | $1.0M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +3595.7% | 3,377,749 | $999K |
| Secure Asset Management, LLC | 0.18% | New | 21,507 | $994K |
| Catalina Capital Group, LLC | 0.66% | Reduce -18.3% | 21,278 | $984K |
| Tsfg, LLC | 0.18% | Reduce -86.9% | 21,099 | $975K |
| Cape Investment Advisory, Inc. | 0.36% | Add +7.5% | 21,064 | $974K |
| Benjamin Edwards Inc. | 0.01% | Add +24.5% | 20,888 | $966K |
| Morris Financial Concepts, Inc. | 0.38% | Add +1.2% | 20,711 | $957K |
| Detalus Advisors, LLC | 0.28% | Reduce -0.6% | 20,576 | $951K |
| Sowell Financial Services LLC | 0.04% | Reduce -18.8% | 20,543 | $950K |
| Essential Planning, LLC. | 0.35% | No change | 20,384 | $942K |
| Hill Island Financial LLC | 0.26% | Reduce -11.1% | 19,782 | $915K |
| Kelly Financial Group LLC | 0.26% | Reduce -10.9% | 19,447 | $899K |
| Hershey Financial Advisers, LLC | 0.80% | — | 19,352 | $895K |
| Argent Trust Co | 0.03% | Reduce -0.2% | 19,248 | $890K |
| Advyzon Investment Management, LLC | 0.20% | Add +28.9% | 19,232 | $889K |
| Richardson Financial Services Inc. | 0.60% | Add +1.1% | 19,286 | $888K |
| Accredited Wealth Management, LLC | 0.72% | Add +15.1% | 19,115 | $884K |
| Tarbox Family Office, Inc. | 0.13% | Reduce -21.2% | 19,073 | $882K |
| Bison Wealth, LLC | 0.07% | Reduce -33.6% | 19,062 | $881K |
| FWG Investments, LLC. | 0.67% | Reduce -10.3% | 18,943 | $876K |
| Hilltop Holdings Inc. | 0.06% | Add +39.8% | 18,694 | $864K |
| B.O.S.S. Retirement Advisors, LLC | 0.21% | New | 18,432 | $852K |
| HUB Investment Partners, LLC | 0.03% | Reduce -10.8% | 18,371 | $849K |
| Brookwood Investment Group LLC | 0.14% | Reduce -41.9% | 18,220 | $842K |
| Raleigh Capital Management Inc. | 0.35% | Reduce -3.5% | 18,189 | $841K |
| Semus Wealth Partners LLC | 0.54% | Add +1.9% | 18,081 | $836K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Reduce -6.0% | 18,066 | $835K |
| M Holdings Securities, Inc. | 0.14% | New | 18,089 | $834K |
| Novus Advisors, LLC | 1.26% | Reduce -4.5% | 17,927 | $829K |
| Fiduciary Trust Co | 0.01% | Add +4.8% | 17,901 | $828K |
| Baron Silver Stevens Financial Advisors, LLC | 0.13% | Add +144.7% | 17,812 | $823K |
| TFB Advisors LLC | 0.21% | Reduce -1.1% | 17,701 | $818K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.4% | 17,704 | $812K |
| Vested Financial Planning, LLC | 0.71% | Reduce -5.3% | 17,278 | $799K |
| Vantage Financial Partners, LLC | 0.18% | Add +0.1% | 16,892 | $781K |
| Wells Financial Advisors INC | 1.05% | Reduce -24.4% | 16,550 | $765K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -3.2% | 16,541 | $765K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -17.6% | 16,535 | $764K |
| Burt Wealth Advisors | 0.17% | No change | 16,450 | $760K |
| Wedbush Securities Inc. | 0.03% | Add +12.7% | 16,353 | $756K |
| Flagstar Securities, Inc. | 0.21% | Reduce -12.4% | 16,288 | $753K |
| Braun-Bostich & Associates Inc. | 0.51% | Reduce -31.2% | 16,198 | $749K |
| GWN Securities Inc. | 0.14% | Reduce -63.1% | 16,038 | $743K |
| Wealthgarden F.S. LLC | 0.61% | Reduce -14.2% | 16,013 | $736K |
| Mather Group, Llc. | 0.01% | Reduce -6.2% | 15,888 | $735K |
| Empirical Asset Management, LLC | 0.22% | Reduce -24.2% | 15,728 | $727K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +13.4% | 15,518 | $717K |
| Bridgewealth Advisory Group, LLC | 0.18% | New | 15,378 | $711K |
| AdvisorNet Financial, Inc | 0.05% | Add +2.1% | 15,263 | $706K |
| Pinnacle Family Advisors, LLC | 0.34% | Reduce -20.5% | 15,166 | $701K |
| CFO4Life Group, LLC | 0.11% | Reduce -44.1% | 15,088 | $697K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +47.5% | 15,049 | $696K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -1.8% | 14,565 | $673K |
| Aspiriant, LLC | 0.02% | Reduce -4.1% | 14,491 | $670K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.1% | 14,233 | $658K |
| Kovack Advisors, Inc. | 0.06% | Add +0.1% | 13,919 | $643K |
| Edge Financial Advisors LLC | 0.34% | Reduce -0.2% | 13,815 | $636K |
| Triad Wealth Partners, LLC | 0.13% | New | 13,584 | $628K |
| Sculati Wealth Management, LLC | 0.23% | New | 13,421 | $620K |
| Scarborough Advisors, LLC | 0.12% | Reduce -18.4% | 13,371 | $618K |
| Valpey Financial Services, LLC | 0.43% | — | 13,370 | $618K |
| Fulcrum Equity Management | 0.63% | Reduce -22.1% | 13,311 | $615K |
| Strategy Asset Managers LLC | 0.11% | Reduce -80.5% | 13,264 | $613K |
| Schmidt P J Investment Management Inc. | 0.10% | Reduce -1.4% | 12,988 | $600K |
| Valmark Advisers, Inc. | 0.01% | Reduce -17.3% | 12,914 | $597K |
| Gotham Asset Management | 0.00% | Add +3.3% | 12,888 | $596K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 12,867 | $595K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -0.5% | 12,685 | $586K |
| Insight Wealth Partners, LLC | 0.32% | Add +0.2% | 12,603 | $583K |
| Fulton Breakefield Broenniman LLC | 0.04% | Add +82.1% | 12,452 | $576K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -3.6% | 12,304 | $569K |
| Lockerman Financial Group, Inc. | 0.76% | Reduce -8.2% | 12,133 | $561K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.8% | 12,128 | $561K |
| Golden State Wealth Management, LLC | 0.07% | Reduce -4.0% | 11,882 | $549K |
| TrueWealth Advisors, LLC | 0.16% | Reduce -15.3% | 11,879 | $549K |
| Coordinated Financial Services, Inc. | 0.38% | — | 11,830 | $547K |
| Western Financial Corp | 0.29% | Reduce -25.1% | 11,797 | $545K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.9% | 11,776 | $544K |
| Old Mission Capital LLC | 0.01% | Reduce -81.5% | 11,724 | $542K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -5.3% | 11,700 | $541K |
| Davidson Investment Advisors | 0.02% | Add +42.4% | 11,678 | $540K |
| Cresset Asset Management, LLC | 0.00% | Reduce -57.3% | 11,574 | $535K |
| IHT Wealth Management, LLC | 0.01% | Reduce -45.9% | 11,518 | $532K |
| Bank of Montreal | 0.00% | Add +28.2% | 11,462 | $530K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -6.5% | 11,476 | $527K |
| Richard P Slaughter Associates Inc | 0.11% | Reduce -49.6% | 11,147 | $515K |
| Savant Capital, LLC | 0.00% | Add +21.9% | 11,024 | $510K |
| StoneX Group Inc. | 0.02% | Reduce -21.4% | 10,985 | $508K |
| Visionary Wealth Advisors | 0.03% | Reduce -75.0% | 10,982 | $508K |
| City State Bank | 0.16% | Add +7.8% | 10,852 | $502K |
| LifeGoal Investments, LLC | 0.47% | New | 10,673 | $493K |
| Spectrum Strategic Capital Management, LLC | 0.31% | Reduce -12.8% | 10,635 | $492K |
| American Trust | 0.05% | New | 10,457 | $483K |
| Oregon Pacific Wealth Management, LLC | 0.45% | Add +23.3% | 10,348 | $478K |
| LongView Wealth Management | 0.14% | Reduce -14.8% | 10,213 | $472K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -64.2% | 10,104 | $467K |
| Tudor Investment Corporation | 0.00% | Add +77.3% | 10,100 | $467K |
| Ridgeline Wealth, LLC | 0.38% | Reduce -0.3% | 10,020 | $463K |
| Midwest Heritage Bank, FSB | 0.17% | Add +6.0% | 10,007 | $463K |
| PUREfi Wealth, LLC | 0.36% | Add +20.8% | 9,680 | $448K |
| Prospera Financial Services Inc | 0.01% | Add +2.1% | 9,558 | $442K |
| Angeles Wealth Management, LLC | 0.03% | New | 9,522 | $440K |
| New Republic Capital, LLC | 0.15% | Reduce -53.0% | 9,438 | $436K |
| Spinnaker Trust | 0.03% | No change | 9,358 | $433K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -31.7% | 9,352 | $432K |
| Global Financial Private Client, LLC | 0.16% | Reduce -2.7% | 9,251 | $428K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.7% | 9,167 | $424K |
| PKS Advisory Services, LLC | 0.10% | Reduce -2.3% | 9,070 | $419K |
| Acorn Creek Capital LLC | 0.17% | Add +65.8% | 9,008 | $416K |
| RFP Financial Group LLC | 0.17% | Reduce -11.7% | 8,936 | $413K |
| TCI Wealth Advisors, Inc. | 0.03% | No change | 8,930 | $413K |
| Twelve Points Wealth Management LLC | 0.11% | Add +11.1% | 8,911 | $412K |
| Sfmg, LLC | 0.03% | Add +11.4% | 8,905 | $412K |
| Beacon Financial Group | 0.04% | Reduce -16.5% | 8,850 | $409K |
| Roger Wittlin Investment Advisory, LLC | 0.23% | New | 8,811 | $407K |
| Centaurus Financial, Inc. | 0.02% | Reduce -4.1% | 8,793 | $406K |
| Precision Wealth Strategies, LLC | 0.13% | New | 8,555 | $395K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -21.0% | 8,539 | $395K |
| SFG Wealth Management, LLC. | 0.24% | New | 8,511 | $393K |
| Family Capital Trust Co | 0.14% | No change | 8,502 | $393K |
| Genesis Wealth Advisors, LLC | 0.29% | Reduce -13.6% | 8,383 | $388K |
| EWG Elevate Inc. | 0.12% | Reduce -0.7% | 8,362 | $387K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -3.7% | 8,306 | $384K |
| Avior Wealth Management, LLC | 0.01% | Reduce -5.6% | 8,214 | $380K |
| Lanark Financial, Inc. | 0.03% | Reduce -4.0% | 8,218 | $379K |
| Interchange Capital Partners, LLC | 0.09% | Reduce -14.2% | 8,156 | $377K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -5.4% | 8,087 | $374K |
| Howe & Rusling Inc. | 0.03% | Add +0.9% | 8,074 | $373K |
| FLP Wealth Management, LLC | 1.04% | Reduce -4.7% | 8,035 | $371K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.2% | 7,886 | $365K |
| TCP Asset Management, LLC | 0.07% | No change | 7,818 | $361K |
| 17 Capital Partners, LLC | 0.21% | Reduce -63.7% | 7,755 | $359K |
| Kathmere Capital Management, LLC | 0.03% | New | 7,665 | $354K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 7,663 | $354K |
| GC Wealth Management RIA, LLC | 0.03% | Add +6.5% | 7,626 | $353K |
| Valtrion Capital Management, LLC | 0.42% | Add +1.1% | 7,603 | $351K |
| Novem Group | 0.04% | Add +12.6% | 7,538 | $348K |
| Inspire Advisors, LLC | 0.04% | Add +17.7% | 7,534 | $348K |
| Bellwether Advisors, LLC | 0.06% | Reduce -2.4% | 7,531 | $348K |
| Vermillion & White Wealth Management Group, LLC | 0.22% | No change | 7,330 | $339K |
| Financial Partners Group, Inc | 0.05% | New | 7,314 | $338K |
| M&T Bank Corp | 0.00% | New | 7,250 | $335K |
| Cary Street Partners Financial LLC | 0.01% | Add +2.1% | 7,230 | $334K |
| Trilogy Capital Inc. | 0.02% | Reduce -11.8% | 7,195 | $333K |
| Midwest Trust Co | 0.00% | — | 6,949 | $321K |
| Atlas Private Wealth Advisors | 0.04% | Add +0.8% | 6,895 | $319K |
| 180 Wealth Advisors, LLC | 0.04% | Reduce -19.1% | 6,791 | $314K |
| Oxinas Partners, LLC | 0.16% | New | 6,704 | $310K |
| International Assets Investment Management, LLC | 0.02% | Reduce -1.9% | 6,671 | $308K |
| 1ST Source Bank | 0.02% | New | 6,630 | $307K |
| Greykasell Wealth Strategies, Inc. | 0.15% | Reduce -66.9% | 6,628 | $306K |
| ETF Store, Inc. | 0.35% | Reduce -0.4% | 6,624 | $306K |
| Transce3nd, LLC | 0.13% | Reduce -16.9% | 6,606 | $305K |
| Apex Wealth Management, LLC | 0.24% | Reduce -31.4% | 6,604 | $305K |
| Arlington Trust Co LLC | 0.06% | No change | 6,492 | $300K |
| AMG National Trust Bank | 0.01% | New | 6,441 | $298K |
| Venture Visionary Partners LLC | 0.01% | New | 6,400 | $296K |
| Park Place Capital Corp | 0.07% | Reduce -53.3% | 6,413 | $295K |
| Barnes Dennig Private Wealth Management LLC | 0.35% | New | 6,377 | $295K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -11.3% | 6,370 | $294K |
| Snider Financial Group | 0.08% | Reduce -1.5% | 6,349 | $294K |
| Goepper Burkhardt LLC | 0.11% | Reduce -26.4% | 6,332 | $293K |
| Keystone Financial Group | 0.03% | Reduce -14.6% | 6,224 | $288K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -24.3% | 6,158 | $285K |
| Darden Wealth Group Inc | 0.17% | Add +0.5% | 6,152 | $284K |
| Destiny Wealth Partners, LLC | 0.04% | Reduce -1.2% | 6,095 | $282K |
| Successful Portfolios LLC | 0.17% | Reduce -0.2% | 6,051 | $280K |
| Diversified Trust Co. | 0.01% | Add +0.7% | 6,051 | $280K |
| NewEdge Wealth, LLC | 0.00% | Add +36.5% | 6,017 | $278K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.0% | 5,923 | $274K |
| MAI Capital Management | 0.00% | Add +1.6% | 5,835 | $270K |
| Atlas Brown,Inc. | 0.09% | Reduce -3.2% | 5,816 | $269K |
| Total Investment Management Inc. | 0.04% | No change | 5,699 | $263K |
| Uptick Partners, LLC | 0.07% | Add +8.5% | 5,633 | $260K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 5,600 | $259K |
| Balboa Wealth Partners | 0.05% | New | 5,599 | $259K |
| McAdam, LLC | 0.01% | Reduce -9.0% | 5,594 | $259K |
| Tucker Asset Management LLC | 0.08% | Add +113.5% | 5,476 | $253K |
| Optivise Advisory Services LLC | 0.13% | No change | 5,407 | $250K |
| Arlington Financial Advisors, LLC | 0.04% | New | 5,366 | $248K |
| Horan Securities, Inc. | 0.09% | Add +2.1% | 5,351 | $247K |
| Brown Advisory Inc. | 0.00% | New | 5,314 | $246K |
| Financial Sense Advisors, Inc. | 0.06% | Reduce -6.7% | 5,311 | $246K |
| Magnolia Private Wealth, LLC | 0.19% | Reduce -1.6% | 5,281 | $244K |
| Commerce Bank | 0.00% | No change | 5,251 | $243K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -16.2% | 5,221 | $241K |
| Fermata Advisors, LLC | 0.06% | Reduce -11.6% | 5,214 | $241K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -38.9% | 5,210 | $241K |
| PMG Wealth Management, Inc. | 0.20% | New | 5,208 | $240K |
| Brio Consultants, LLC | 0.04% | New | 5,177 | $239K |
| DecisionMap Wealth Management, LLC | 0.16% | Reduce -0.7% | 5,160 | $239K |
| Impact Capital Partners LLC | 0.08% | Reduce -22.3% | 5,151 | $238K |
| Members Trust Co | 0.01% | No change | 5,100 | $236K |
| Fisher Asset Management | 0.00% | Reduce -9.9% | 5,089 | $235K |
| Riverbend Wealth Management, LLC | 0.18% | Reduce -7.8% | 5,046 | $233K |
| Synovus Financial Corp. | 0.00% | New | 5,043 | $233K |
| Altiora Financial Group, LLC | 0.04% | No change | 4,964 | $229K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -20.3% | 4,899 | $226K |
| New Century Financial Group, LLC | 0.26% | New | 4,856 | $225K |
| Scott Capital Advisors, LLC | 0.06% | No change | 4,751 | $218K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 4,696 | $217K |
| Founders Financial Alliance, LLC | 0.05% | Add +26.4% | 4,692 | $217K |
| Soros Capital Management LLC | 0.07% | No change | 4,668 | $216K |
| Cadence Bank | 0.01% | Reduce -8.1% | 4,640 | $215K |
| PSI Advisors, LLC | 0.11% | Add +22.1% | 4,611 | $213K |
| Professional Financial Advisors, LLC | 0.05% | Reduce -14.6% | 4,535 | $210K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +0.7% | 4,515 | $209K |
| Consolidated Portfolio Review Corp | 0.03% | New | 4,477 | $207K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 4,472 | $207K |
| Quad-Cities Investment Group, LLC | 0.09% | Reduce -12.9% | 4,417 | $204K |
| Willis Johnson & Associates, Inc. | 0.01% | Reduce -2.3% | 4,395 | $203K |
| Magnus Financial Group LLC | 0.02% | Reduce -21.4% | 4,394 | $203K |
| Renasant Bank | 0.14% | Reduce -58.9% | 4,387 | $203K |
| Madison Wealth Partners, Inc | 0.04% | Reduce -4.8% | 4,356 | $201K |
| Gilbert & Cook, Inc. | 0.03% | No change | 4,344 | $201K |
| Keystone Financial Group, Inc. | 0.13% | Add +172.6% | 4,381 | $201K |
| Crewe Advisors LLC | 0.03% | New | 4,187 | $194K |
| Financial Gravity Companies, Inc. | 0.04% | — | 3,957 | $183K |
| Beacon Capital Management, LLC | 0.02% | Add +2.2% | 3,902 | $180K |
| Stephens Consulting, LLC | 0.04% | No change | 3,636 | $168K |
| Qube Research & Technologies Ltd | 0.00% | New | 3,609 | $167K |
| SouthState Bank Corp | 0.01% | Reduce -32.9% | 3,504 | $162K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -2.1% | 3,420 | $158K |
| Exchange Traded Concepts, LLC | 0.00% | New | 3,407 | $158K |
| Rossby Financial, LCC | 0.06% | Add +2.6% | 3,368 | $156K |
| MeadowBrook Investment Advisors LLC | 0.14% | No change | 3,266 | $151K |
| Financial Management Professionals, Inc. | 0.02% | Reduce -15.6% | 3,243 | $150K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 3,071 | $142K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -6.8% | 3,067 | $142K |
| Arax Advisory Partners | 0.01% | Reduce -14.4% | 3,005 | $139K |
| Colonial Trust Co / SC | 0.02% | Add +65.5% | 2,809 | $130K |
| Finley Financial, LLC | 0.06% | No change | 2,700 | $125K |
| New Millennium Group LLC | 0.06% | No change | 2,510 | $116K |
| Harbor Investment Advisory, LLC | 0.01% | Add +51.0% | 2,485 | $115K |
| National Bank of Canada | 0.00% | No change | 2,490 | $115K |
| Evolution Wealth Management Inc. | 0.14% | — | 2,440 | $113K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +171.6% | 2,243 | $104K |
| Thompson Investment Management, Inc. | 0.01% | No change | 2,200 | $102K |
| CVA Family Office, LLC | 0.01% | No change | 1,969 | $91K |
| Christopher J. Hasenberg, Inc | 0.03% | No change | 1,843 | $85K |
| Wood Tarver Financial Group, LLC | 0.02% | No change | 1,754 | $81K |
| Tompkins Financial Corp. | 0.01% | No change | 1,735 | $80K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 1,724 | $80K |
| GoalVest Advisory LLC | 0.02% | New | 1,625 | $75K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -58.0% | 1,567 | $72K |
| Quest 10 Wealth Builders, Inc. | 0.07% | Reduce -11.9% | 1,468 | $68K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,374 | $64K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 1,334 | $62K |
| Key Financial Inc | 0.01% | Add +30.2% | 1,185 | $55K |
| REAP Financial Group, LLC | 0.01% | No change | 1,142 | $53K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,115 | $52K |
| Anchor Investment Management, LLC | 0.00% | New | 1,112 | $51K |
| LGT Financial Advisors LLC | 0.13% | Reduce -5.3% | 1,089 | $50K |
| Valued Wealth Advisors LLC | 0.03% | Reduce -3.4% | 1,086 | $50K |
| Fifth Third Bancorp | 0.00% | Reduce -48.5% | 1,052 | $49K |
| Franklin Resources Inc. | 0.00% | Reduce -61.4% | 1,050 | $49K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.1% | 1,041 | $48K |
| Silver Oak Securities, Incorporated | 0.00% | Add +17.1% | 1,035 | $48K |
| AlphaCore Capital LLC | 0.00% | No change | 1,029 | $48K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 1,010 | $47K |
| CX Institutional | 0.00% | No change | 891 | $41K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 797 | $37K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 788 | $36K |
| First Financial Corp. | 0.02% | No change | 767 | $35K |
| Tidemark, LLC | 0.01% | Reduce -99.0% | 727 | $34K |
| Chesapeake Asset Management LLC | 0.03% | No change | 686 | $32K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -77.0% | 659 | $30K |
| Investors Research Corp | 0.01% | No change | 657 | $30K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 547 | $25K |
| Rosenberg Matthew Hamilton | 0.01% | New | 495 | $23K |
| Robinswood Financial LLC | 0.01% | Add +2.1% | 488 | $23K |
| Provident Wealth Management, LLC | 0.01% | No change | 463 | $21K |
| HM Payson & Co. | 0.00% | New | 447 | $21K |
| Bernard Wealth Management Corp. | 0.01% | No change | 425 | $20K |
| Team Financial Group, LLC | 0.01% | New | 401 | $19K |
| Eastern Bank | 0.00% | New | 373 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 373 | $17K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -25.1% | 369 | $17K |
| Briaud Financial Planning Inc | 0.01% | New | 389 | $17K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -13.3% | 358 | $17K |
| North Capital, Inc. | 0.01% | Add +0.6% | 317 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | Reduce -6.6% | 312 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | New | 296 | $14K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 290 | $13K |
| Alerus Financial NA | 0.00% | New | 264 | $12K |
| First Community Trust NA | 0.01% | New | 263 | $12K |
| Asset Dedication, LLC | 0.00% | New | 257 | $12K |
| WFA of San Diego, LLC | 0.01% | — | 245 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $11K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 220 | $10K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 216 | $10K |
| Capital A Wealth Management, LLC | 0.11% | Reduce -65.3% | 208 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 207 | $10K |
| WFA Asset Management Corp | 0.01% | Add +1.0% | 205 | $9K |
| Caldwell Trust Co | 0.00% | No change | 184 | $9K |
| Strengthening Families & Communities, LLC | 0.00% | New | 167 | $8K |
| Pineridge Advisors LLC | 0.00% | Add +1.2% | 167 | $8K |
| Copia Wealth Management | 0.01% | New | 164 | $8K |
| Woodside Wealth Management LLC | 0.01% | No change | 163 | $8K |
| Crews Bank & Trust | 0.00% | No change | 143 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 122 | $6K |
| Affinity Wealth LLC | 0.00% | No change | 109 | $5K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.1% | 91 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 91 | $4K |
| BNP Paribas Financial Markets | 0.00% | Reduce -94.7% | 90 | $4K |
| Signaturefd, LLC | 0.00% | No change | 85 | $4K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -80.8% | 71 | $3K |
| TD Capital Management LLC | 0.00% | Reduce -84.4% | 67 | $3K |
| Clark Wealth Partners | 0.00% | Reduce -97.0% | 61 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 57 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 55 | $3K |
| Darwin Wealth Management, LLC | 0.00% | New | 44 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.3% | 44 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 33 | $2K |
| Archer Investment Corp | 0.00% | No change | 20 | $925 |
| Fortitude Family Office, LLC | 0.00% | No change | 19 | $878 |
| Salomon & Ludwin, LLC | 0.00% | No change | 17 | $782 |
| Nova Wealth Management, Inc. | 0.00% | New | 14 | $647 |
| HighMark Wealth Management LLC | 0.00% | New | 10 | $462 |
| Global Wealth Strategies & Associates | 0.00% | Reduce -98.0% | 4 | $185 |
| Essential Partners LLC | 0.00% | — | 3 | $139 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.8% | 2 | $103 |
| Quaker Wealth Management, LLC | 0.00% | — | 1 | $47 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $47 |
"% 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.