Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q3 2025 (September 30)754holders +11
67new positions
56sold out
6famous investors
$46.70avg. 13F price*
At the end of Q3 2025, 754 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 11 from Q2 2025. 67 opened new positions and 56 sold out. The largest holders were Envestnet Asset Management Inc. ($5.8B), Jones Financial Companies LLLP ($3.3B) and BlackRock, Inc. ($2.9B). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q3 2025)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $162.2M |
| Exits | 56 | $69.2M |
All 13F filers, Q2 2025 → Q3 2025: 26,118,894 shares bought and 38,182,568 shares sold, net −12,063,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 754 holders
| Envestnet Asset Management Inc. | 1.66% | Reduce -8.8% | 123,224,571 | $5.8B |
| Jones Financial Companies LLLP | 2.27% | Add +6.9% | 71,364,109 | $3.3B |
| BlackRock, Inc. | 0.05% | Add +0.4% | 62,394,992 | $2.9B |
| Wells Fargo & Company | 0.45% | Add +7.7% | 46,615,088 | $2.2B |
| LPL Financial LLC | 0.61% | Reduce -5.7% | 44,541,325 | $2.1B |
| Northwestern Mutual Wealth Management Co. | 0.82% | Add +8.2% | 26,298,023 | $1.2B |
| Morgan Stanley | 0.06% | Reduce -2.8% | 22,768,506 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Add +4.8% | 19,693,393 | $919.9M |
| Cwm, LLC | 2.40% | Reduce -1.5% | 17,108,743 | $799.1M |
| Mariner, LLC | 0.85% | Add +11.5% | 14,004,882 | $654.2M |
| Envestnet Portfolio Solutions, Inc. | 2.08% | Reduce -13.8% | 12,103,838 | $565.4M |
| Ameriprise Financial Inc. | 0.12% | Add +1.2% | 11,066,646 | $516.7M |
| Cetera Investment Advisers | 0.49% | Add +4.3% | 9,083,587 | $424.3M |
| Bank of New York Mellon Corp | 0.07% | Reduce -1.2% | 8,953,599 | $418.2M |
| Park Avenue Securities LLC | 3.25% | Reduce -14.4% | 8,927,097 | $417.0M |
| Janney Montgomery Scott LLC | 0.81% | Reduce -12.0% | 7,287,331 | $340.4M |
| MML Investors Services, LLC | 0.87% | Reduce -14.8% | 6,969,354 | $325.5M |
| OneDigital Investment Advisors LLC | 3.20% | Reduce -0.8% | 6,667,205 | $311.4M |
| GeoWealth Management, LLC | 7.81% | Add +10.3% | 4,584,390 | $214.1M |
| SigFig Wealth Management, LLC | 6.39% | Add +7.4% | 4,424,772 | $206.7M |
| Wealthspire Advisors, LLC | 1.07% | Add +1.1% | 4,389,443 | $205.0M |
| Raymond James Financial Inc. | 0.06% | Add +4.1% | 4,273,448 | $199.6M |
| Kestra Investment Management, LLC | 5.29% | Add +12.5% | 4,222,690 | $197.2M |
| United Capital Financial Advisors, LLC | 1.31% | Reduce -10.3% | 3,912,545 | $182.8M |
| Royal Bank of Canada | 0.03% | Add +10.9% | 3,599,043 | $168.1M |
| Foundations Investment Advisors, LLC | 2.22% | Reduce -1.6% | 3,272,114 | $152.8M |
| Osaic Holdings, Inc. | 0.21% | Add +5.1% | 3,276,976 | $152.7M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -3.5% | 3,110,980 | $145.3M |
| UBS Group AG | 0.03% | Add +9.5% | 3,010,783 | $140.6M |
| NewEdge Advisors, LLC | 0.56% | Reduce -3.1% | 2,626,577 | $122.7M |
| Sanctuary Advisors, LLC | 0.68% | Reduce -11.5% | 2,551,705 | $119.2M |
| Allworth Financial LP | 0.53% | Reduce -2.5% | 2,542,343 | $118.8M |
| JB Capital LLC | 5.09% | Reduce -15.1% | 2,525,959 | $118.0M |
| Stifel Financial Corp. | 0.11% | Reduce -10.2% | 2,525,541 | $118.0M |
| Mason & Associates, LLC | 28.28% | Add +0.0% | 2,435,817 | $112.6M |
| Bank of America Corp. | 0.01% | Reduce -5.2% | 2,271,407 | $106.1M |
| First Command Advisory Services, Inc. | 0.75% | Add +5.4% | 2,210,825 | $103.3M |
| Thrivent Financial for Lutherans | 0.18% | Add +3347.5% | 1,862,672 | $87.0M |
| Savvy Advisors, Inc. | 3.81% | Add +57.1% | 1,774,562 | $82.9M |
| Assetmark, Inc. | 0.18% | Add +3.4% | 1,758,791 | $82.2M |
| Integrated Wealth Concepts LLC | 0.67% | Add +3.4% | 1,612,498 | $75.3M |
| McMorgan & Co. LLC | 11.49% | Reduce -4.3% | 1,597,324 | $74.6M |
| Compass Ion Advisors, LLC | 7.12% | Add +5.4% | 1,581,086 | $73.9M |
| Truist Financial Corp. | 0.10% | Reduce -4.3% | 1,543,452 | $72.1M |
| Farther Finance Advisors, LLC | 1.09% | Reduce -38.2% | 1,537,501 | $71.8M |
| US Bancorp \de | 0.08% | Reduce -8.8% | 1,473,629 | $68.8M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Reduce -6.0% | 1,456,587 | $68.0M |
| PNC Financial Services Group, Inc. | 0.04% | Add +0.5% | 1,434,212 | $67.0M |
| FMR LLC | 0.00% | Reduce -5.6% | 1,394,367 | $65.1M |
| Focus Partners Wealth | 0.10% | Add +2.1% | 1,361,615 | $63.6M |
| Affinity Capital Advisors, LLC | 9.36% | Add +8.5% | 1,303,758 | $60.9M |
| Citadel Advisors | 0.05% | New | 1,281,984 | $59.9M |
| Baker Avenue Asset Management, LP | 1.43% | Add +2.0% | 1,278,402 | $59.7M |
| &partners | 0.37% | Add +12.2% | 1,242,317 | $58.0M |
| Kestra Advisory Services, LLC | 0.26% | Reduce -5.2% | 1,225,114 | $57.2M |
| Sofi Wealth, LLC | 2.86% | Reduce -13.7% | 1,138,863 | $53.2M |
| Intelligence Driven Advisers, LLC | 7.23% | Add +7.0% | 1,116,279 | $52.1M |
| Sharkey, Howes & Javer | 6.59% | Reduce -15.7% | 1,097,828 | $51.3M |
| SteelPeak Wealth, LLC | 1.68% | Reduce -10.6% | 1,073,085 | $50.1M |
| Atria Investments, Inc | 0.55% | Reduce -12.7% | 1,035,611 | $48.4M |
| Avidian Wealth Enterprises, LLC | 1.79% | Add +1.4% | 1,015,283 | $47.4M |
| Stone House Investment Management, LLC | 7.85% | Reduce -10.6% | 997,268 | $46.6M |
| Global Strategic Investment Solutions, LLC | 4.62% | Add +14.7% | 991,190 | $46.3M |
| High Falls Advisors, Inc | 9.38% | Reduce -12.7% | 975,631 | $45.6M |
| CreativeOne Wealth, LLC | 1.11% | Add +1.7% | 971,984 | $45.4M |
| Icon Wealth Advisors, LLC | 3.04% | Reduce -16.5% | 959,066 | $44.8M |
| Destination Wealth Management | 1.23% | Add +2.6% | 954,445 | $44.6M |
| Integrity Alliance, Llc. | 2.02% | Add +14.7% | 917,130 | $42.8M |
| Keybank National Association | 0.15% | Reduce -0.6% | 915,200 | $42.7M |
| Regions Financial Corp. | 0.28% | Add +1.4% | 908,616 | $42.4M |
| Baird Financial Group, Inc. | 0.07% | Reduce -1.0% | 904,172 | $42.2M |
| NorthRock Partners, LLC | 0.75% | New | 888,108 | $41.5M |
| Stash Investments, LLC | 17.48% | Add +8.6% | 870,082 | $40.6M |
| UNIVEST FINANCIAL Corp | 2.18% | Add +13.6% | 832,918 | $38.9M |
| Orion Porfolio Solutions, LLC | 0.29% | Reduce -2.6% | 802,688 | $37.5M |
| Jacobson & Schmitt Advisors, LLC | 6.12% | Add +2.3% | 763,844 | $35.7M |
| Composition Wealth, LLC | 0.53% | Add +0.5% | 753,685 | $35.2M |
| Apella Capital, LLC | 0.69% | Add +28.1% | 662,537 | $31.2M |
| Strategic Blueprint, LLC | 1.36% | Reduce -4.3% | 666,154 | $31.1M |
| GM Advisory Group, LLC | 1.32% | Reduce -3.1% | 665,565 | $31.1M |
| Landmark Wealth Management, Inc. | 11.89% | Add +9.1% | 651,897 | $30.5M |
| ONE Advisory Partners, LLC | 9.30% | Reduce -4.4% | 647,595 | $30.3M |
| Trek Financial, LLC | 1.75% | Add +1.5% | 627,759 | $29.3M |
| Elevation Wealth Partners, LLC | 10.36% | Add +2.4% | 615,627 | $28.8M |
| Perigon Wealth Management, LLC | 0.56% | Reduce -0.2% | 582,778 | $27.2M |
| Summit Financial, LLC | 0.42% | Add +13.1% | 581,987 | $27.2M |
| Corient Private Wealth LP | 0.04% | Add +6.6% | 566,341 | $26.5M |
| Stokes Family Office, LLC | 2.50% | Reduce -15.3% | 564,323 | $26.4M |
| Keystone Financial Services | 8.15% | Add +0.3% | 562,880 | $26.3M |
| Blue Trust, Inc. | 0.29% | Reduce -27.9% | 551,435 | $25.8M |
| Horst & Graben Wealth Management LLC | 3.90% | Reduce -19.0% | 546,080 | $25.5M |
| Legacy Financial Group LLC | 3.32% | Reduce -5.5% | 543,077 | $25.4M |
| Mgo One Seven LLC | 0.58% | Add +248.2% | 541,109 | $25.3M |
| Principal Securities, Inc. | 0.40% | Add +12.2% | 524,695 | $24.5M |
| Compound Planning, Inc. | 0.79% | Reduce -1.1% | 520,584 | $24.3M |
| Brookstone Capital Management | 0.28% | Reduce -7.5% | 500,993 | $23.4M |
| Invst, LLC | 2.62% | Reduce -17.2% | 493,681 | $23.1M |
| PAX Financial Group, LLC | 4.14% | Reduce -4.9% | 491,744 | $23.0M |
| KWB Wealth | 2.50% | Add +8.6% | 489,688 | $22.6M |
| AE Wealth Management LLC | 0.14% | Add +6.7% | 482,387 | $22.5M |
| Skyline Advisors, Inc. | 7.64% | Add +3.5% | 474,552 | $22.2M |
| Spire Wealth Management | 0.74% | Reduce -75.3% | 467,336 | $21.8M |
| Austin Private Wealth, LLC | 1.67% | Reduce -32.2% | 465,701 | $21.8M |
| Bay Harbor Wealth Management, LLC | 5.66% | Reduce -12.8% | 448,194 | $20.9M |
| Wealth Alliance, LLC | 2.14% | Reduce -12.7% | 445,436 | $20.8M |
| WCG Wealth Advisors LLC | 1.26% | Add +1.3% | 428,724 | $20.0M |
| Bank of Hawaii | 0.99% | Reduce -1.0% | 423,116 | $19.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -20.4% | 412,507 | $19.3M |
| Coppell Advisory Solutions LLC | 1.99% | Add +21.5% | 402,833 | $18.8M |
| Shared Vision Wealth Group LLC | 7.95% | Reduce -7.2% | 398,758 | $18.8M |
| Capital Analysts, LLC | 0.55% | Reduce -5.7% | 401,785 | $18.8M |
| Regal Investment Advisors LLC | 1.18% | Reduce -8.7% | 388,894 | $18.2M |
| West Wealth Group, LLC | 4.02% | Add +3.0% | 380,137 | $17.8M |
| CFS Investment Advisory Services, LLC | 1.32% | Reduce -9.9% | 376,341 | $17.7M |
| Parr McKnight Wealth Management Group, LLC | 2.31% | Add +4.6% | 377,146 | $17.6M |
| U.S. Capital Wealth Advisors, LLC | 0.47% | Reduce -0.2% | 371,360 | $17.3M |
| Global Retirement Partners, LLC | 0.38% | Reduce -2.2% | 360,855 | $16.9M |
| JT Stratford LLC | 2.26% | Add +552.8% | 359,473 | $16.8M |
| Firestone Capital Management | 3.58% | Add +3.2% | 354,435 | $16.6M |
| 5T Wealth, LLC | 7.20% | Add +4.5% | 353,327 | $16.5M |
| Advus Financial Partners, LLC | 3.85% | Reduce -2.6% | 343,100 | $16.0M |
| Simplicity Wealth,LLC | 0.92% | Reduce -46.0% | 341,641 | $16.0M |
| D.A. Davidson & Co. | 0.10% | Add +32.1% | 339,713 | $15.9M |
| Opes Wealth Management LLC | 2.76% | Reduce -3.5% | 335,541 | $15.7M |
| Liberty Wealth Management LLC | 2.20% | Add +7.5% | 334,802 | $15.6M |
| Central Pacific Bank - Trust Division | 1.97% | Reduce -14.7% | 334,286 | $15.6M |
| Private Advisor Group, LLC | 0.08% | Reduce -21.7% | 328,985 | $15.4M |
| Comerica Bank | 0.06% | Add +1.1% | 322,934 | $15.1M |
| Bensler, LLC | 1.57% | Reduce -3.6% | 322,599 | $15.1M |
| Forum Private Client Group LLC | 5.34% | Add +1.7% | 321,048 | $15.0M |
| Tanager Wealth Management LLP | 1.57% | Add +78.0% | 319,479 | $14.9M |
| PFG Advisors | 0.61% | Add +3.7% | 318,330 | $14.9M |
| Merit Financial Group, LLC | 0.13% | Reduce -11.8% | 312,533 | $14.6M |
| Elite Financial, Inc. | 6.69% | Add +8.6% | 312,653 | $14.6M |
| True Vision MN LLC | 7.58% | Reduce -9.8% | 311,388 | $14.5M |
| Hoxton Planning & Management, LLC | 4.65% | Reduce -3.9% | 309,682 | $14.5M |
| Mutual Advisors, LLC | 0.32% | Add +5.3% | 306,755 | $14.4M |
| One Wealth Advisors, LLC | 1.80% | Reduce -19.7% | 307,242 | $14.4M |
| Financial Life Advisors | 4.51% | Reduce -3.7% | 300,511 | $14.0M |
| Tiemann Investment Advisors, LLC | 5.26% | Add +2.6% | 294,387 | $13.8M |
| Endeavor Private Wealth, Inc. | 4.20% | Add +5.2% | 291,083 | $13.6M |
| Sovran Advisors, LLC | 1.18% | Reduce -18.9% | 285,038 | $13.4M |
| Modern Wealth Management, LLC | 0.26% | Reduce -52.9% | 280,415 | $13.1M |
| Summit Wealth Partners, LLC | 2.34% | Add +11.0% | 277,147 | $12.9M |
| WealthShield Partners, LLC | 1.46% | Reduce -5.7% | 276,321 | $12.9M |
| Lodestar Private Asset Management LLC | 1.33% | Add +4.7% | 273,164 | $12.8M |
| Claro Advisors Inc. | 1.80% | Add +7.2% | 263,765 | $12.3M |
| Armor Investment Advisors, LLC | 3.90% | New | 263,381 | $12.3M |
| Ancora Advisors LLC | 0.24% | Reduce -1.1% | 257,647 | $12.0M |
| Ashton Thomas Securities, LLC | 1.66% | New | 253,548 | $11.8M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -5.7% | 251,413 | $11.7M |
| SWP Financial LLC | 5.89% | Reduce -6.4% | 247,719 | $11.6M |
| Kingsview Wealth Management, LLC | 0.17% | Add +1348.5% | 239,509 | $11.2M |
| Galvin, Gaustad & Stein, LLC | 0.92% | Add +1.6% | 239,112 | $11.2M |
| World Investment Advisors | 0.23% | Reduce -0.7% | 235,882 | $11.0M |
| Apeiron RIA LLC | 2.39% | Reduce -5.3% | 226,797 | $10.6M |
| TSA Wealth Managment LLC | 3.44% | Reduce -5.4% | 216,407 | $10.1M |
| Csenge Advisory Group | 0.47% | Reduce -7.8% | 212,396 | $9.9M |
| Renaissance Technologies | 0.01% | Add +31.6% | 211,800 | $9.9M |
| Citigroup Inc. | 0.01% | Add +741.0% | 210,458 | $9.8M |
| Ewa, LLC | 2.65% | Reduce -12.2% | 204,950 | $9.6M |
| Diversified Portfolios, Inc. | 0.84% | Reduce -46.2% | 204,890 | $9.6M |
| Orgel Wealth Management, LLC | 0.22% | Add +0.0% | 204,530 | $9.6M |
| Apollon Wealth Management, LLC | 0.17% | Add +3.2% | 199,770 | $9.3M |
| Security Financial Services, INC. | 1.48% | Reduce -14.3% | 195,830 | $9.1M |
| Triangle Securities Wealth Management | 2.02% | Add +1.5% | 190,931 | $8.9M |
| Retirement Capital Strategies | 3.35% | Reduce -1.2% | 187,134 | $8.7M |
| Rothschild Wealth LLC | 1.89% | Add +2.8% | 185,426 | $8.7M |
| Veridan Wealth LLC | 2.97% | — | 184,683 | $8.6M |
| Atlatl Advisers LLC | 3.42% | Reduce -3.9% | 184,136 | $8.6M |
| New Capital Management LP | 2.23% | Add +22.3% | 182,577 | $8.5M |
| Cornerstone Planning Group LLC | 1.36% | Add +3366.4% | 180,598 | $8.5M |
| Heck Capital Advisors, LLC | 0.65% | Add +220.7% | 179,280 | $8.4M |
| Kickstand Ventures, Llc. | 1.83% | Add +6.4% | 178,479 | $8.3M |
| Client 1ST Advisory Group, LLC | 2.75% | Add +2.8% | 177,333 | $8.3M |
| Barnes Wealth Management Group, Inc | 4.55% | Reduce -2.6% | 176,948 | $8.3M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +84.5% | 175,749 | $8.2M |
| One Wealth Capital Management, LLC | 3.64% | Reduce -14.9% | 173,854 | $8.1M |
| Trivium Point Advisory, LLC | 0.82% | Add +3.6% | 172,938 | $8.1M |
| FFG Retirement Advisors LLC | 4.99% | Reduce -10.8% | 172,016 | $8.0M |
| Mayflower Financial Advisors, LLC | 1.01% | Reduce -13.4% | 171,992 | $8.0M |
| Kilter Group LLC | 3.79% | Reduce -20.1% | 170,984 | $8.0M |
| Focus Financial Network, Inc. | 0.27% | Add +0.4% | 161,954 | $7.6M |
| Advisory Services Network, LLC | 0.11% | Reduce -8.0% | 161,760 | $7.6M |
| Sax Wealth Advisors, LLC | 0.40% | Reduce -5.4% | 160,235 | $7.5M |
| Diversify Advisory Services, LLC | 0.25% | Add +11.3% | 159,983 | $7.5M |
| Twin Peaks Wealth Advisors, LLC | 2.55% | Reduce -8.2% | 159,522 | $7.5M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Add +21.0% | 157,026 | $7.3M |
| Centurion Wealth Management LLC | 1.65% | Reduce -8.6% | 154,756 | $7.2M |
| Yukon Wealth Management, Inc. | 2.35% | Reduce -1.6% | 153,223 | $7.2M |
| Quattro Financial Advisors LLC | 2.24% | Reduce -2.9% | 151,732 | $7.1M |
| Gateway Wealth Partners, LLC | 0.96% | Reduce -0.7% | 151,448 | $7.1M |
| IFP Advisors, Inc | 0.18% | Reduce -3.8% | 145,745 | $6.8M |
| Davis Wealth Advisors, LLC | 6.00% | Reduce -3.1% | 143,130 | $6.7M |
| Creative Planning | 0.01% | Add +62.9% | 142,240 | $6.6M |
| Cypress Wealth Services, LLC | 1.09% | Reduce -12.9% | 141,959 | $6.6M |
| Valley National Advisers Inc. | 1.00% | Add +2.9% | 137,995 | $6.4M |
| Conscious Wealth Investments, LLC | 3.79% | Add +24.5% | 136,429 | $6.4M |
| Randall & Associates Wealth Management | 4.59% | Add +23.8% | 135,453 | $6.3M |
| Snowden Capital Advisors LLC | 0.17% | Reduce -3.7% | 134,049 | $6.3M |
| Vise Technologies, Inc. | 0.23% | New | 133,413 | $6.2M |
| Invesco Ltd. | 0.00% | Add +6.8% | 132,306 | $6.2M |
| Hoese & Co LLP | 4.71% | Reduce -5.5% | 131,867 | $6.2M |
| B. Riley Wealth Advisors, Inc. | 0.30% | Reduce -5.2% | 131,670 | $6.2M |
| Verus Capital Partners, LLC | 0.47% | Reduce -6.7% | 129,684 | $6.1M |
| Eight 31 Financial, LLC | 3.41% | Add +8.3% | 129,647 | $6.1M |
| Regimen Wealth, LLC | 1.79% | Add +2.1% | 129,057 | $6.0M |
| PFW Advisors LLC | 1.78% | Add +0.2% | 128,921 | $6.0M |
| Sagespring Wealth Partners, LLC | 0.12% | Reduce -6.2% | 128,900 | $6.0M |
| BCU Wealth Advisors, LLC | 2.39% | Reduce -17.2% | 126,342 | $5.9M |
| Westside Investment Management, Inc. | 0.94% | Add +0.2% | 126,124 | $5.9M |
| RCS Financial Planning, LLC | 2.60% | Reduce -4.2% | 125,455 | $5.9M |
| SageView Advisory Group, LLC | 0.20% | Add +602.1% | 124,301 | $5.8M |
| Swmg, LLC | 1.74% | Reduce -21.1% | 122,595 | $5.8M |
| Mach-1 Financial Group, LLC | 0.92% | New | 122,739 | $5.7M |
| Integrity Advisory Solutions, LLC | 0.92% | — | 122,739 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +20.5% | 122,087 | $5.7M |
| Venturi Wealth Management, LLC | 0.25% | Add +12.7% | 115,264 | $5.4M |
| RFG Advisory, LLC | 0.11% | Reduce -46.6% | 114,798 | $5.4M |
| ORG Partners LLC | 0.98% | Reduce -4.2% | 111,340 | $5.3M |
| Betterment LLC | 0.01% | Add +190.9% | 105,991 | $5.0M |
| Forte Asset Management LLC | 2.38% | Add +79.8% | 105,921 | $4.9M |
| Vertex Planning Partners, LLC | 0.95% | Reduce -23.8% | 105,879 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.8% | 105,799 | $4.9M |
| Ignite Planners, LLC | 0.80% | Reduce -3.9% | 104,715 | $4.9M |
| Copperleaf Capital, LLC | 2.34% | Reduce -37.0% | 104,341 | $4.9M |
| LifePlan Investment Advisors, Inc. | 2.03% | Reduce -5.2% | 103,393 | $4.8M |
| Financial Advocates Investment Management | 2.66% | Reduce -20.6% | 101,424 | $4.7M |
| Redwood Investment Management, LLC | 0.51% | Add +10.1% | 100,372 | $4.7M |
| Pinion Investment Advisors, LLC | 1.23% | Add +66.8% | 95,829 | $4.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -57.4% | 95,457 | $4.5M |
| City National Bank of Florida | 2.94% | Reduce -8.5% | 95,328 | $4.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.56% | Reduce -20.3% | 93,987 | $4.4M |
| Concorde Asset Management, LLC | 1.82% | — | 93,336 | $4.4M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -2.4% | 93,198 | $4.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.3% | 91,227 | $4.3M |
| Arkadios Wealth Advisors | 0.10% | Reduce -2.0% | 89,792 | $4.2M |
| Moneywise, Inc. | 1.89% | Add +12.1% | 89,450 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -49.4% | 89,370 | $4.2M |
| Tradition Wealth Management, LLC | 0.31% | Reduce -28.6% | 88,435 | $4.1M |
| Maridea Wealth Management LLC | 0.64% | New | 87,744 | $4.1M |
| Natixis Advisors, LLC | 0.01% | Add +23.2% | 86,095 | $4.0M |
| First Heartland Consultants, Inc. | 0.32% | Reduce -15.3% | 85,927 | $4.0M |
| Shira Ridge Wealth Management | 1.69% | Reduce -5.6% | 85,345 | $4.0M |
| Lifelong Wealth Advisors, Inc. | 1.17% | Add +3.1% | 83,934 | $3.9M |
| White Lighthouse Investment Management Inc. | 0.60% | Reduce -4.6% | 83,926 | $3.9M |
| Life Planning Partners, Inc | 2.82% | Reduce -4.3% | 82,781 | $3.9M |
| Howard Capital Management, LLC | 0.05% | Add +3.3% | 80,686 | $3.8M |
| Clear Creek Financial Management, LLC | 0.32% | Add +5.6% | 80,058 | $3.7M |
| BOS Asset Management, LLC | 1.06% | Add +4.6% | 79,819 | $3.7M |
| R. W. Roge & Company, Inc. | 1.91% | No change | 79,725 | $3.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.70% | Reduce -39.7% | 79,312 | $3.7M |
| Waverly Advisors, LLC | 0.04% | Reduce -72.9% | 77,227 | $3.6M |
| Theory Financial LLC | 1.27% | Reduce -22.2% | 76,407 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -15.1% | 76,222 | $3.6M |
| IFG Advisory, LLC | 0.16% | Reduce -13.5% | 73,954 | $3.5M |
| Continuum Advisory, LLC | 0.36% | Add +6.1% | 73,363 | $3.4M |
| Harbour Investments, Inc. | 0.08% | Reduce -9.2% | 73,084 | $3.4M |
| Maia Wealth LLC | 0.57% | Reduce -28.0% | 73,022 | $3.4M |
| Sheridan Capital Management, LLC | 1.79% | Reduce -0.1% | 72,730 | $3.4M |
| Richard W. Paul & Associates, LLC | 1.16% | Add +0.5% | 72,525 | $3.4M |
| Alternative Investment Advisors, LLC. | 1.54% | Reduce -4.5% | 72,474 | $3.4M |
| Alterna Wealth Management, Inc. | 2.78% | Add +8.3% | 72,172 | $3.4M |
| Fullcircle Wealth LLC | 1.17% | Reduce -6.1% | 71,218 | $3.3M |
| M1 Capital Management LLC | 1.43% | Reduce -1.9% | 70,806 | $3.3M |
| Sunesis Advisors, LLC | 1.53% | — | 70,312 | $3.3M |
| Arete Wealth Advisors, LLC | 0.21% | Reduce -7.3% | 70,273 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +665.8% | 70,203 | $3.3M |
| Firethorn Wealth Partners, LLC | 1.27% | Reduce -14.7% | 68,938 | $3.2M |
| Aspire Private Capital, LLC | 0.71% | Reduce -10.1% | 68,744 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Add +27.8% | 67,922 | $3.2M |
| Two West Capital Advisors LLC | 1.89% | Reduce -6.8% | 66,315 | $3.1M |
| Retirement Wealth Solutions LLC | 2.00% | Reduce -10.8% | 65,262 | $3.0M |
| Pines Wealth Management, LLC | 1.03% | Add +2.7% | 65,219 | $3.0M |
| FC Advisory LLC | 0.88% | Add +0.7% | 64,253 | $3.0M |
| Able Wealth Management LLC | 1.11% | Add +18.6% | 63,403 | $3.0M |
| Signal Advisors Wealth, LLC | 0.27% | Reduce -16.1% | 62,599 | $2.9M |
| Western Wealth Management, LLC | 0.15% | Add +0.3% | 61,708 | $2.9M |
| Investment Advisory Group, LLC | 0.78% | Add +8.4% | 61,076 | $2.9M |
| Cornerstone Advisors Asset Management, LLC | 0.50% | Add +178.5% | 60,815 | $2.8M |
| Montecito Bank & Trust | 0.44% | — | 60,598 | $2.8M |
| Forefront Wealth Partners, LLC | 0.71% | Reduce -8.2% | 60,529 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +2.4% | 60,135 | $2.8M |
| Seneca Financial Advisors LLC | 0.92% | Add +0.2% | 60,047 | $2.8M |
| Sovereign Financial Group, Inc. | 0.50% | Reduce -18.4% | 57,466 | $2.7M |
| Clearview Wealth Advisors LLC | 1.70% | Add +2.2% | 56,824 | $2.7M |
| Royal Fund Management, LLC | 0.32% | Reduce -61.9% | 56,582 | $2.6M |
| Lido Advisors, LLC | 0.01% | Add +67.1% | 55,761 | $2.6M |
| KFA Private Wealth Group, LLC | 0.73% | Add +2.4% | 54,976 | $2.6M |
| Emergent Wealth Advisors, LLC | 1.49% | Reduce -4.6% | 54,918 | $2.6M |
| Park Place Capital Corp | 0.53% | Add +742.4% | 54,024 | $2.5M |
| Wealthstar Advisors, LLC | 0.99% | Reduce -2.1% | 53,682 | $2.5M |
| CoreCap Advisors, LLC | 0.09% | Reduce -4.5% | 53,327 | $2.5M |
| Tyche Wealth Partners LLC | 0.43% | Add +23.6% | 53,011 | $2.5M |
| Strategy Asset Managers LLC | 0.44% | Add +293.2% | 52,160 | $2.4M |
| WealthPLAN Partners, LLC | 0.37% | Reduce -14.9% | 52,158 | $2.4M |
| Balance Wealth Partners LLC | 0.60% | Reduce -7.2% | 51,724 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +79.1% | 51,488 | $2.4M |
| Dentgroup LLC | 1.53% | Add +20.1% | 50,757 | $2.4M |
| Parallel Advisors, LLC | 0.04% | Add +0.1% | 50,530 | $2.4M |
| Americana Partners, LLC | 0.07% | Reduce -1.3% | 50,342 | $2.4M |
| Ascentis Independent Advisors | 0.39% | Add +1.1% | 49,952 | $2.3M |
| Sigma Planning Corp | 0.07% | Reduce -13.1% | 49,529 | $2.3M |
| Absolute Capital Management, LLC | 0.99% | Reduce -10.1% | 49,252 | $2.3M |
| AQR Capital Management | 0.00% | Add +19.0% | 48,892 | $2.3M |
| Private Trust Co. NA | 0.19% | Reduce -3.9% | 46,346 | $2.2M |
| Edgestream Partners, L.P. | 0.06% | Add +8.2% | 46,056 | $2.2M |
| Smartleaf Asset Management LLC | 0.13% | Reduce -20.4% | 45,952 | $2.1M |
| Maripau Wealth Management LLC | 1.06% | Reduce -26.8% | 45,105 | $2.1M |
| Columbus Macro, LLC | 0.24% | Reduce -35.4% | 44,873 | $2.1M |
| Bush Investment Group, LLC | 1.22% | Reduce -15.9% | 44,128 | $2.1M |
| Patriot Investment Management Group, Inc. | 0.13% | Add +0.0% | 43,967 | $2.1M |
| Transcend Capital Advisors, LLC | 0.14% | Reduce -13.9% | 43,654 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Add +1.8% | 43,610 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.2% | 43,455 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -5.3% | 42,728 | $2.0M |
| Cooper Financial Group | 0.22% | Reduce -1.7% | 42,678 | $2.0M |
| Old North State Trust, LLC | 1.19% | Reduce -17.6% | 41,793 | $2.0M |
| Strategic Wealth Partners, Ltd. | 0.14% | Add +4006.1% | 41,472 | $1.9M |
| Renasant Bank | 1.23% | Add +842.7% | 41,356 | $1.9M |
| Cary Street Partners Investment Advisory LLC | 0.80% | Add +38.9% | 41,070 | $1.9M |
| Geneos Wealth Management Inc. | 0.05% | Add +2.1% | 40,993 | $1.9M |
| Keebeck Wealth Management | 0.23% | Add +9.7% | 40,927 | $1.9M |
| W Advisors, LLC | 1.00% | Reduce -14.5% | 40,748 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +169.5% | 40,553 | $1.9M |
| Leavell Investment Management, Inc. | 0.08% | Add +0.6% | 40,535 | $1.9M |
| Creative Financial Designs Inc. | 0.13% | Reduce -26.9% | 40,531 | $1.9M |
| Quadrature Capital Ltd | 0.02% | New | 40,440 | $1.9M |
| Capital Square, LLC | 0.96% | Add +2.6% | 40,340 | $1.9M |
| Richmond Investment Services, LLC | 0.35% | Add +23.8% | 40,204 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -22.1% | 38,839 | $1.8M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -4.4% | 38,538 | $1.8M |
| Independent Financial Group, LLC | 0.04% | Reduce -1.3% | 38,391 | $1.8M |
| Tempus Wealth Planning, LLC | 0.41% | Reduce -18.8% | 38,166 | $1.8M |
| GatePass Capital, LLC | 1.04% | Add +4.7% | 37,951 | $1.8M |
| VestGen Investment Management | 1.06% | Reduce -3.6% | 37,798 | $1.8M |
| Ascentis Wealth Management, LLC | 0.42% | Reduce -13.8% | 37,314 | $1.7M |
| Secure Asset Management, LLC | 0.28% | Add +70.6% | 36,691 | $1.7M |
| Keyvantage Wealth, LLC | 0.72% | Reduce -6.4% | 36,557 | $1.7M |
| Clearstead Advisors, LLC | 0.02% | Reduce -1.9% | 35,785 | $1.7M |
| Aprio Wealth Management, LLC | 0.16% | Reduce -6.7% | 35,258 | $1.6M |
| Spectrum Planning & Advisory Services Inc. | 0.92% | Reduce -7.1% | 34,954 | $1.6M |
| Blue Capital, Inc. | 1.21% | New | 34,922 | $1.6M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -13.1% | 34,857 | $1.6M |
| Resurgent Financial Advisors LLC | 0.80% | Reduce -14.9% | 34,818 | $1.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.38% | Add +86.3% | 34,332 | $1.6M |
| Fifth Third Securities, Inc. | 0.11% | Add +28.1% | 34,310 | $1.6M |
| OMNI 360 Wealth, Inc. | 0.90% | Reduce -7.0% | 34,280 | $1.6M |
| Range Financial Group LLC | 0.58% | Add +6.9% | 34,114 | $1.6M |
| Silverleafe Capital Partners, LLC | 0.49% | Reduce -0.9% | 34,078 | $1.6M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.71% | New | 33,998 | $1.6M |
| Legacy Edge Advisors, LLC | 0.19% | Reduce -7.3% | 33,640 | $1.6M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -3.9% | 33,619 | $1.6M |
| CAP Partners, LLC | 0.87% | Reduce -7.7% | 32,985 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -21.8% | 32,807 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -90.2% | 32,391 | $1.5M |
| Sutton Place Investors LLC | 0.85% | Reduce -18.8% | 31,944 | $1.5M |
| Argent Advisors, Inc. | 0.44% | Add +11.2% | 31,882 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.06% | Reduce -0.7% | 31,832 | $1.5M |
| Linscomb Wealth, Inc. | 0.06% | Add +0.8% | 31,738 | $1.5M |
| Nwam LLC | 0.08% | Reduce -14.4% | 31,199 | $1.5M |
| Foster Group, Inc. | 0.04% | Reduce -1.6% | 30,716 | $1.4M |
| WBH Advisory Inc. | 0.11% | Reduce -0.1% | 30,647 | $1.4M |
| RDA Financial Network | 0.35% | Reduce -18.6% | 30,489 | $1.4M |
| Advyzon Investment Management, LLC | 0.24% | Add +58.0% | 30,379 | $1.4M |
| LexAurum Advisors, LLC | 0.20% | Reduce -18.1% | 30,294 | $1.4M |
| Klaas Financial Asset Advisors, LLC | 0.21% | Add +9.1% | 30,138 | $1.4M |
| Trust Point Inc. | 0.11% | No change | 30,075 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +11.9% | 30,040 | $1.4M |
| World Equity Group, Inc. | 0.32% | Reduce -1.1% | 29,778 | $1.4M |
| Kelly Financial Services LLC | 0.36% | Reduce -6.8% | 29,565 | $1.4M |
| Retireful, LLC | 1.33% | New | 29,513 | $1.4M |
| Sculati Wealth Management, LLC | 0.49% | Add +119.6% | 29,472 | $1.4M |
| Visionary Horizons, LLC | 0.77% | Add +23.4% | 29,348 | $1.4M |
| Gen-Wealth Partners Inc | 0.46% | Reduce -20.7% | 29,295 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -3.1% | 28,835 | $1.3M |
| BridgePort Financial Solutions, LLC | 0.36% | Reduce -34.1% | 28,528 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.45% | Reduce -19.1% | 28,174 | $1.3M |
| Beacon Financial Advisory LLC | 0.30% | Reduce -16.2% | 28,135 | $1.3M |
| Farrell Financial LLC | 0.82% | Add +0.7% | 28,078 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -54.5% | 27,628 | $1.3M |
| Two Sigma Securities, LLC | 0.19% | Reduce -23.3% | 27,559 | $1.3M |
| Sound Income Strategies, LLC | 0.07% | Add +12.8% | 27,614 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -29.4% | 27,214 | $1.3M |
| Phillips Financial Management, LLC | 0.08% | Reduce -18.0% | 26,642 | $1.2M |
| Latitude Advisors, LLC | 0.56% | Add +1.5% | 26,443 | $1.2M |
| LGT Financial Advisors LLC | 2.65% | Add +2318.1% | 26,333 | $1.2M |
| Hobbs Wealth Management, LLC | 1.02% | Reduce -27.4% | 26,094 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -99.8% | 47 | $1.2M |
| MSH Capital Advisors LLC | 0.32% | Reduce -6.3% | 25,875 | $1.2M |
| Windward Private Wealth Management Inc. | 0.42% | Reduce -0.2% | 25,859 | $1.2M |
| Meridian Wealth Partners, LLC | 0.16% | Add +0.4% | 25,610 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.32% | Add +2.4% | 25,479 | $1.2M |
| Wealth Group Ltd | 0.28% | Reduce -36.3% | 25,466 | $1.2M |
| Hutchens & Kramer Investment Management Group, LLC | 0.47% | Reduce -16.1% | 25,460 | $1.2M |
| Merkkuri Wealth Advisors LLC | 0.86% | Reduce -27.1% | 25,256 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.14% | No change | 25,183 | $1.2M |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -89.4% | 25,102 | $1.2M |
| Cape Investment Advisory, Inc. | 1.14% | Add +17.7% | 24,792 | $1.2M |
| Blalock Williams, LLC | 1.01% | Reduce -4.1% | 24,778 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +5.5% | 24,601 | $1.1M |
| Argent Trust Co | 0.04% | Add +27.2% | 24,477 | $1.1M |
| Catalina Capital Group, LLC | 0.69% | Add +12.8% | 24,000 | $1.1M |
| MN Wealth Advisors, LLC | 0.60% | Reduce -8.8% | 23,970 | $1.1M |
| Quartz Partners, LLC | 0.40% | Add +7.7% | 23,935 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +44.2% | 23,577 | $1.1M |
| LPWM LLC | 0.29% | No change | 23,430 | $1.1M |
| Marino, Stram & Associates LLC | 0.20% | Add +7.5% | 23,297 | $1.1M |
| KERR FINANCIAL PLANNING Corp | 1.53% | — | 23,252 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +10.3% | 23,042 | $1.1M |
| Cahill Financial Advisors Inc. | 0.12% | Reduce -0.7% | 22,632 | $1.1M |
| Hershey Financial Advisers, LLC | 0.91% | Add +16.9% | 22,620 | $1.1M |
| Frisch Financial Group, Inc. | 0.24% | New | 22,518 | $1.1M |
| Heritage Family Offices, LLP | 0.48% | Reduce -1.6% | 22,202 | $1.0M |
| Certus Wealth Management, LLC | 0.61% | Reduce -15.1% | 21,857 | $1.0M |
| Morris Financial Concepts, Inc. | 0.37% | Add +4.7% | 21,681 | $1.0M |
| Caliber Wealth Management, LLC / KS | 0.11% | Reduce -4.8% | 21,195 | $990K |
| Sowell Financial Services LLC | 0.04% | Add +2.7% | 21,096 | $985K |
| Fiscal Wisdom Wealth Management, LLC | 0.93% | — | 20,827 | $981K |
| Tsfg, LLC | 0.16% | Reduce -0.8% | 20,936 | $978K |
| Payne Capital LLC | 0.99% | — | 20,906 | $977K |
| Detalus Advisors, LLC | 0.25% | Add +1.4% | 20,861 | $974K |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -99.4% | 20,510 | $958K |
| Richardson Financial Services Inc. | 0.59% | Add +6.0% | 20,436 | $955K |
| Essential Planning, LLC. | 0.33% | No change | 20,384 | $952K |
| Eq LLC | 0.32% | Reduce -12.8% | 20,355 | $951K |
| Lifeworks Advisors, LLC | 0.13% | Reduce -14.5% | 19,985 | $933K |
| Accurate Wealth Management, LLC | 0.12% | Add +72.8% | 19,828 | $930K |
| Keystone Wealth Services, LLC | 0.20% | Reduce -77.0% | 19,883 | $929K |
| Brookwood Investment Group LLC | 0.12% | Add +8.4% | 19,749 | $922K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -11.6% | 19,706 | $920K |
| Appleton Partners Inc. | 0.06% | Reduce -19.3% | 19,620 | $916K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +18.1% | 19,528 | $912K |
| FWG Investments, LLC. | 0.63% | Add +3.0% | 19,510 | $911K |
| Kelly Financial Group LLC | 0.24% | Add +0.1% | 19,471 | $909K |
| Liberty Square Wealth Partners LLC | 0.28% | Reduce -18.2% | 19,392 | $906K |
| Vested Financial Planning, LLC | 0.73% | Add +11.9% | 19,336 | $903K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -22.4% | 19,319 | $902K |
| Accredited Wealth Management, LLC | 0.67% | Reduce -52.7% | 9,040 | $893K |
| GWN Securities Inc. | 0.21% | Add +18.9% | 19,066 | $892K |
| WealthTrak Capital Management LLC | 0.73% | Reduce -13.3% | 19,090 | $892K |
| BCS Wealth Management | 0.20% | Reduce -12.5% | 18,922 | $884K |
| Hill Island Financial LLC | 0.22% | Reduce -4.6% | 18,866 | $881K |
| Transamerica Financial Advisors, LLC | 0.07% | New | 18,440 | $861K |
| Fiduciary Trust Co | 0.01% | Add +0.8% | 18,044 | $843K |
| Hilltop Holdings Inc. | 0.04% | Reduce -4.5% | 17,849 | $834K |
| Ascent Group, LLC | 0.03% | Reduce -19.1% | 17,514 | $818K |
| Insight Wealth Partners, LLC | 0.36% | Add +37.9% | 17,375 | $812K |
| HUB Investment Partners, LLC | 0.03% | Reduce -6.0% | 17,266 | $807K |
| Fortis Capital Advisors, LLC | 0.13% | New | 17,201 | $803K |
| Belpointe Asset Management LLC | 0.03% | New | 17,201 | $803K |
| Wealthgarden F.S. LLC | 0.57% | Add +5.5% | 16,901 | $796K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.05% | Reduce -6.5% | 16,888 | $789K |
| Tarbox Family Office, Inc. | 0.11% | Reduce -12.4% | 16,713 | $781K |
| Burt Wealth Advisors | 0.19% | No change | 16,450 | $768K |
| Baron Silver Stevens Financial Advisors, LLC | 0.11% | Reduce -7.9% | 16,404 | $766K |
| Lansing Street Advisors | 0.20% | Reduce -82.5% | 16,320 | $762K |
| Wells Financial Advisors INC | 0.99% | Reduce -3.9% | 15,900 | $743K |
| Novus Advisors, LLC | 1.70% | Reduce -11.8% | 15,810 | $738K |
| Avantra Family Wealth, Inc. | 0.55% | Reduce -62.9% | 15,742 | $735K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +7.2% | 15,252 | $712K |
| Vantage Financial Partners, LLC | 0.15% | Reduce -10.6% | 15,098 | $705K |
| Semus Wealth Partners LLC | 0.40% | Reduce -16.8% | 15,052 | $703K |
| Pinnacle Family Advisors, LLC | 0.30% | Reduce -2.4% | 14,806 | $692K |
| Raleigh Capital Management Inc. | 0.26% | Reduce -20.1% | 14,543 | $679K |
| StoneX Group Inc. | 0.03% | Add +30.5% | 14,339 | $670K |
| Aspiriant, LLC | 0.02% | Reduce -2.2% | 14,169 | $662K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +138.8% | 14,147 | $661K |
| CFO4Life Group, LLC | 0.10% | Reduce -7.1% | 14,018 | $655K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -95.5% | 13,964 | $652K |
| Kovack Advisors, Inc. | 0.06% | Reduce -0.1% | 13,911 | $650K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -4.9% | 13,854 | $647K |
| Edge Financial Advisors LLC | 0.29% | Reduce -0.0% | 13,810 | $645K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +5.6% | 13,711 | $640K |
| Valpey Financial Services, LLC | 0.42% | Add +2.1% | 13,653 | $638K |
| Golden State Wealth Management, LLC | 0.07% | Add +14.8% | 13,635 | $637K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -12.8% | 13,538 | $632K |
| Acorn Wealth Advisors, LLC | 0.20% | New | 13,355 | $624K |
| Valmark Advisers, Inc. | 0.01% | Add +1.3% | 13,078 | $611K |
| Scarborough Advisors, LLC | 0.11% | Reduce -2.3% | 13,062 | $610K |
| Evergreen Capital Management LLC | 0.01% | New | 12,989 | $607K |
| Oregon Pacific Wealth Management, LLC | 0.52% | Add +25.4% | 12,975 | $606K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -15.1% | 12,953 | $605K |
| Gotham Asset Management | 0.00% | No change | 12,888 | $602K |
| Empirical Asset Management, LLC | 0.16% | Reduce -19.9% | 12,591 | $588K |
| Stanich Group LLC | 0.36% | New | 12,532 | $585K |
| Blueprint Financial Advisors LLC | 0.12% | New | 12,371 | $578K |
| Blueprint Investment Partners LLC | 0.08% | New | 12,331 | $576K |
| Roger Wittlin Investment Advisory, LLC | 0.32% | Add +39.3% | 12,276 | $573K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.8% | 12,231 | $571K |
| Mather Group, Llc. | 0.01% | Reduce -24.3% | 12,034 | $562K |
| Bank of Montreal | 0.00% | Add +4.1% | 11,929 | $557K |
| Parsons Capital Management Inc. | 0.03% | Reduce -51.7% | 11,854 | $554K |
| Choreo, LLC | 0.01% | New | 11,819 | $552K |
| Prospera Financial Services Inc | 0.01% | Add +23.3% | 11,787 | $551K |
| Cresset Asset Management, LLC | 0.00% | Add +2.0% | 11,801 | $551K |
| TFB Advisors LLC | 0.16% | Reduce -34.0% | 11,683 | $548K |
| Davidson Investment Advisors | 0.02% | No change | 11,678 | $545K |
| Western Financial Corp | 0.24% | Reduce -1.8% | 11,584 | $541K |
| Triad Wealth Partners, LLC | 0.07% | Reduce -15.7% | 11,450 | $535K |
| GC Wealth Management RIA, LLC | 0.02% | Add +48.4% | 11,320 | $529K |
| LifeGoal Investments, LLC | 0.43% | Add +4.8% | 11,184 | $522K |
| American Trust | 0.04% | Add +6.9% | 11,176 | $522K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -85.0% | 11,093 | $518K |
| Fulcrum Equity Management | 0.52% | Reduce -16.8% | 11,076 | $517K |
| Centaurus Financial, Inc. | 0.02% | Add +25.5% | 11,032 | $515K |
| Savant Capital, LLC | 0.00% | Reduce -0.4% | 10,976 | $513K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -6.5% | 10,936 | $511K |
| Twin Focus Capital Partners, LLC | 0.06% | New | 10,893 | $509K |
| Lockerman Financial Group, Inc. | 0.63% | Reduce -11.1% | 10,781 | $504K |
| TrueWealth Advisors, LLC | 0.14% | Reduce -9.3% | 10,780 | $504K |
| Acorn Creek Capital LLC | 0.19% | Add +18.0% | 10,632 | $497K |
| Spectrum Strategic Capital Management, LLC | 0.29% | Reduce -0.8% | 10,551 | $493K |
| Freedom Investment Management, Inc. | 0.13% | Reduce -75.7% | 10,512 | $491K |
| IHT Wealth Management, LLC | 0.01% | Reduce -9.2% | 10,464 | $489K |
| Coordinated Financial Services, Inc. | 0.32% | Reduce -11.8% | 10,439 | $488K |
| TD Private Client Wealth LLC | 0.01% | Reduce -12.0% | 10,368 | $484K |
| Flagstar Securities, Inc. | 0.14% | Reduce -38.0% | 10,105 | $472K |
| Spinnaker Investment Group, LLC | 0.09% | New | 10,102 | $472K |
| RFP Financial Group LLC | 0.19% | Add +16.6% | 10,422 | $471K |
| Fisher Asset Management | 0.00% | Add +98.0% | 10,076 | $471K |
| Ridgeline Wealth, LLC | 0.35% | Reduce -0.1% | 10,014 | $468K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -20.3% | 9,804 | $458K |
| LongView Wealth Management | 0.12% | Reduce -4.3% | 9,770 | $456K |
| Midwest Heritage Bank, FSB | 0.16% | Reduce -4.4% | 9,568 | $447K |
| Synovus Financial Corp. | 0.01% | Add +89.5% | 9,556 | $447K |
| Spinnaker Trust | 0.02% | Add +0.3% | 9,382 | $438K |
| City State Bank | 0.13% | Reduce -14.4% | 9,286 | $434K |
| Sfmg, LLC | 0.03% | Add +3.0% | 9,169 | $428K |
| FLP Wealth Management, LLC | 1.20% | Add +13.2% | 9,094 | $425K |
| Prosperity Consulting Group, LLC | 0.02% | New | 9,014 | $421K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 8,930 | $417K |
| Twelve Points Wealth Management LLC | 0.10% | Reduce -1.7% | 8,763 | $409K |
| Axxcess Wealth Management, LLC | 0.01% | Add +10.4% | 8,705 | $407K |
| Evoke Wealth, LLC | 0.01% | New | 8,632 | $403K |
| Meridian Wealth Management, LLC | 0.02% | Add +3.3% | 8,582 | $401K |
| Beacon Financial Group | 0.04% | Reduce -3.2% | 8,567 | $400K |
| PKS Advisory Services, LLC | 0.09% | Reduce -5.7% | 8,554 | $400K |
| Genesis Wealth Advisors, LLC | 0.28% | Add +1.8% | 8,531 | $398K |
| Family Capital Trust Co | 0.13% | No change | 8,502 | $397K |
| 17 Capital Partners, LLC | 0.22% | Add +9.4% | 8,481 | $396K |
| Koshinski Asset Management, Inc. | 0.03% | Add +10.4% | 8,458 | $395K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -17.2% | 8,370 | $391K |
| Northwest Capital Management Inc | 0.41% | Reduce -72.8% | 8,280 | $387K |
| Bridgewealth Advisory Group, LLC | 0.09% | Reduce -46.5% | 8,229 | $384K |
| Midwest Trust Co | 0.01% | Add +17.9% | 8,196 | $383K |
| Howe & Rusling Inc. | 0.03% | Add +0.5% | 8,114 | $379K |
| New Republic Capital, LLC | 0.12% | Reduce -14.1% | 8,107 | $379K |
| Inspire Advisors, LLC | 0.04% | Add +7.6% | 8,105 | $379K |
| Tiaa Trust, National Association | 0.00% | New | 8,031 | $375K |
| Tennessee Valley Asset Management Partners | 0.05% | New | 7,935 | $371K |
| Saxony Capital Management, LLC | 0.24% | Reduce -94.7% | 7,881 | $368K |
| TCP Asset Management, LLC | 0.07% | No change | 7,818 | $365K |
| A4 Wealth Advisors LLC | 0.31% | — | 7,808 | $365K |
| Precision Wealth Strategies, LLC | 0.12% | Reduce -9.3% | 7,762 | $363K |
| SC&H Financial Advisors, Inc. | 0.06% | New | 7,696 | $359K |
| Kathmere Capital Management, LLC | 0.03% | No change | 7,665 | $358K |
| Global Financial Private Client, LLC | 0.13% | Reduce -17.9% | 7,594 | $355K |
| Bellwether Advisors, LLC | 0.06% | No change | 7,531 | $352K |
| PUREfi Wealth, LLC | 0.27% | Reduce -22.4% | 7,507 | $351K |
| Financial Partners Group, Inc | 0.04% | Add +0.5% | 7,352 | $343K |
| Vermillion & White Wealth Management Group, LLC | 0.19% | No change | 7,330 | $342K |
| Keystone Financial Group | 0.03% | Add +17.6% | 7,320 | $342K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.9% | 7,296 | $341K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -70.0% | 7,073 | $330K |
| Novem Group | 0.04% | Reduce -9.2% | 6,845 | $320K |
| Lanark Financial, Inc. | 0.02% | Reduce -18.6% | 6,691 | $313K |
| Apex Wealth Management, LLC | 0.22% | Add +1.1% | 6,674 | $312K |
| ETF Store, Inc. | 0.33% | Add +0.6% | 6,666 | $311K |
| Trilogy Capital Inc. | 0.01% | Reduce -7.4% | 6,660 | $311K |
| Balboa Wealth Partners | 0.05% | Add +18.5% | 6,637 | $310K |
| Snider Financial Group | 0.08% | Add +3.6% | 6,580 | $307K |
| International Assets Investment Management, LLC | 0.02% | No change | 6,671 | $307K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -23.0% | 6,576 | $307K |
| Oxinas Partners, LLC | 0.16% | Reduce -2.7% | 6,523 | $305K |
| Interchange Capital Partners, LLC | 0.06% | Reduce -20.3% | 6,503 | $304K |
| Arlington Trust Co LLC | 0.05% | No change | 6,492 | $303K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -48.0% | 6,476 | $302K |
| Greykasell Wealth Strategies, Inc. | 0.13% | Reduce -2.4% | 6,472 | $302K |
| AMG National Trust Bank | 0.01% | No change | 6,441 | $301K |
| Riverbend Wealth Management, LLC | 0.21% | Add +26.0% | 6,357 | $297K |
| Wealth Watch Advisors, INC | 0.12% | New | 6,326 | $295K |
| BAM Wealth Management, LLC | 0.23% | — | 6,308 | $295K |
| Braun-Bostich & Associates Inc. | 0.18% | Reduce -61.6% | 6,222 | $291K |
| Valtrion Capital Management, LLC | 0.31% | Reduce -19.4% | 6,132 | $286K |
| HB Wealth Management, LLC | 0.00% | New | 6,096 | $285K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 6,095 | $285K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -4.7% | 6,070 | $284K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -13.0% | 5,907 | $276K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -37.1% | 5,882 | $275K |
| Successful Portfolios LLC | 0.16% | Reduce -3.0% | 5,870 | $274K |
| Atlas Brown,Inc. | 0.08% | Add +0.1% | 5,821 | $272K |
| Darden Wealth Group Inc | 0.14% | Reduce -5.7% | 5,801 | $271K |
| Brio Consultants, LLC | 0.04% | Add +11.0% | 5,745 | $268K |
| MAI Capital Management | 0.00% | Reduce -2.0% | 5,720 | $267K |
| Total Investment Management Inc. | 0.03% | No change | 5,699 | $266K |
| Commerce Bank | 0.00% | Add +7.7% | 5,655 | $264K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +19.6% | 5,618 | $262K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +0.1% | 5,604 | $262K |
| HORAN Wealth, LLC | 0.04% | New | 5,591 | $261K |
| NewEdge Wealth, LLC | 0.00% | Reduce -8.9% | 5,481 | $255K |
| Arlington Financial Advisors, LLC | 0.04% | Reduce -1.0% | 5,313 | $248K |
| Brand Asset Management Group, Inc. | 0.07% | New | 5,308 | $248K |
| Tudor Investment Corporation | 0.00% | Reduce -47.8% | 5,271 | $246K |
| Founders Financial Alliance, LLC | 0.05% | Add +12.1% | 5,261 | $246K |
| Ameriflex Group, Inc. | 0.09% | Reduce -84.9% | 5,242 | $245K |
| Fermata Advisors, LLC | 0.06% | No change | 5,214 | $244K |
| Crewe Advisors LLC | 0.02% | Add +23.4% | 5,169 | $241K |
| Members Trust Co | 0.01% | No change | 5,100 | $238K |
| Avior Wealth Management, LLC | 0.01% | Reduce -39.3% | 4,983 | $233K |
| Opal Wealth Advisors, LLC | 0.06% | Reduce -4.8% | 4,972 | $232K |
| Altiora Financial Group, LLC | 0.04% | No change | 4,964 | $232K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -38.7% | 4,960 | $232K |
| Financial Sense Advisors, Inc. | 0.05% | Reduce -6.8% | 4,947 | $231K |
| Consolidated Portfolio Review Corp | 0.03% | Add +10.3% | 4,939 | $231K |
| Uptick Partners, LLC | 0.06% | Reduce -12.4% | 4,932 | $230K |
| Balefire, LLC | 0.05% | New | 4,921 | $230K |
| Independent Wealth Network Inc. | 0.07% | New | 4,912 | $229K |
| Impact Capital Partners LLC | 0.07% | Reduce -5.2% | 4,884 | $228K |
| Professional Financial Advisors, LLC | 0.05% | Add +7.5% | 4,877 | $228K |
| United Community Bank | 0.07% | New | 4,866 | $227K |
| Pathstone Holdings, LLC | 0.00% | New | 4,844 | $226K |
| Silver Oak Securities, Incorporated | 0.02% | Add +361.2% | 4,773 | $223K |
| DecisionMap Wealth Management, LLC | 0.14% | Reduce -8.3% | 4,734 | $221K |
| PMG Wealth Management, Inc. | 0.17% | Reduce -9.2% | 4,728 | $221K |
| Tucker Asset Management LLC | 0.07% | Reduce -13.8% | 4,719 | $220K |
| Investment Research Partners LLC | 0.10% | — | 4,684 | $220K |
| Soros Capital Management LLC | 0.05% | No change | 4,668 | $218K |
| Magnolia Private Wealth, LLC | 0.16% | Reduce -11.9% | 4,654 | $217K |
| Quad-Cities Investment Group, LLC | 0.09% | Add +4.0% | 4,593 | $215K |
| Goepper Burkhardt LLC | 0.07% | Reduce -28.4% | 4,537 | $212K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 4,530 | $212K |
| Cadence Bank | 0.01% | Reduce -2.4% | 4,527 | $211K |
| Madison Wealth Partners, Inc | 0.04% | Add +3.9% | 4,524 | $211K |
| Operose Advisors LLC | 0.05% | New | 4,522 | $211K |
| Lion Street Advisors, LLC | 0.07% | Reduce -88.9% | 3,957 | $210K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 4,450 | $208K |
| JGP Wealth Management, LLC | 0.02% | New | 4,408 | $206K |
| Corsicana & Co. | 0.12% | — | 4,387 | $205K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 4,362 | $204K |
| Gilbert & Cook, Inc. | 0.03% | No change | 4,344 | $203K |
| XML Financial, LLC | 0.02% | New | 4,329 | $202K |
| Patten & Patten Inc. | 0.01% | New | 4,317 | $202K |
| Ehrlich Financial Group | 0.12% | New | 4,307 | $201K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -5.0% | 4,287 | $200K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +14.8% | 3,927 | $183K |
| Fifth Third Bancorp | 0.00% | Add +270.0% | 3,892 | $182K |
| Rialto Wealth Management, LLC | 0.04% | Reduce -84.2% | 3,612 | $169K |
| Rossby Financial, LCC | 0.05% | Add +1.0% | 3,402 | $159K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 3,266 | $153K |
| Financial Management Professionals, Inc. | 0.02% | No change | 3,243 | $151K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 3,071 | $143K |
| Whittier Trust Co. | 0.00% | New | 2,852 | $133K |
| Evolution Wealth Management Inc. | 0.14% | Add +16.3% | 2,837 | $133K |
| Colonial Trust Co / SC | 0.02% | No change | 2,809 | $131K |
| Finley Financial, LLC | 0.06% | No change | 2,700 | $126K |
| Quadrant Capital Group LLC | 0.00% | New | 2,563 | $120K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -17.8% | 2,521 | $118K |
| National Bank of Canada | 0.00% | Reduce -1.9% | 2,444 | $114K |
| New Millennium Group LLC | 0.05% | Reduce -4.7% | 2,391 | $112K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 2,319 | $108K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -11.2% | 2,208 | $103K |
| Thompson Investment Management, Inc. | 0.01% | No change | 2,200 | $103K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -57.3% | 2,091 | $98K |
| CVA Family Office, LLC | 0.01% | Add +4.0% | 2,048 | $96K |
| Quest 10 Wealth Builders, Inc. | 0.08% | Add +31.0% | 1,923 | $90K |
| Tompkins Financial Corp. | 0.01% | No change | 1,735 | $81K |
| GoalVest Advisory LLC | 0.02% | No change | 1,625 | $76K |
| Tidemark, LLC | 0.02% | Add +104.1% | 1,484 | $69K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -5.9% | 1,474 | $69K |
| SouthState Bank Corp | 0.00% | Reduce -58.5% | 1,454 | $68K |
| Glen Eagle Advisors, LLC | 0.01% | Add +377.7% | 1,414 | $66K |
| Investors Research Corp | 0.01% | Add +111.7% | 1,391 | $65K |
| 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 +12.3% | 1,331 | $62K |
| REAP Financial Group, LLC | 0.01% | Add +6.1% | 1,212 | $57K |
| Root Financial Partners, LLC | 0.00% | New | 1,200 | $56K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.4% | 1,176 | $55K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,112 | $52K |
| Compass Financial Services Inc | 0.02% | New | 1,110 | $52K |
| Valued Wealth Advisors LLC | 0.02% | Reduce -2.3% | 1,061 | $50K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.1% | 1,052 | $49K |
| Franklin Resources Inc. | 0.00% | No change | 1,050 | $49K |
| AlphaCore Capital LLC | 0.00% | No change | 1,029 | $48K |
| Richardson Capital Management LLC | 0.02% | New | 930 | $43K |
| United Financial Planning Group LLC | 0.03% | — | 1,063 | $43K |
| CX Institutional | 0.00% | Add +0.3% | 894 | $42K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 797 | $37K |
| First Financial Corp. | 0.01% | No change | 767 | $36K |
| Chesapeake Asset Management LLC | 0.03% | No change | 686 | $32K |
| Collier Financial | 0.02% | — | 682 | $32K |
| Chapman Financial Group, LLC | 0.02% | New | 661 | $31K |
| Team Financial Group, LLC | 0.01% | Add +54.4% | 619 | $29K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -23.0% | 607 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -9.9% | 594 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 574 | $27K |
| HM Payson & Co. | 0.00% | No change | 447 | $21K |
| Bernard Wealth Management Corp. | 0.01% | No change | 425 | $20K |
| Robinswood Financial LLC | 0.01% | Reduce -20.1% | 390 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 373 | $17K |
| Wolff Wiese Magana LLC | 0.01% | No change | 358 | $17K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -3.0% | 358 | $17K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -68.6% | 350 | $16K |
| Provident Wealth Management, LLC | 0.00% | Reduce -28.1% | 333 | $16K |
| North Capital, Inc. | 0.01% | Add +0.9% | 320 | $15K |
| Creekmur Asset Management LLC | 0.00% | New | 313 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 312 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 290 | $14K |
| Alerus Financial NA | 0.00% | No change | 264 | $12K |
| First Community Trust NA | 0.01% | No change | 263 | $12K |
| WFA of San Diego, LLC | 0.01% | No change | 245 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -58.3% | 228 | $11K |
| WFA Asset Management Corp | 0.01% | Add +1.0% | 207 | $10K |
| Woodside Wealth Management LLC | 0.01% | Add +24.5% | 203 | $9K |
| Seneschal Advisors, LLC | 0.01% | New | 196 | $9K |
| Caldwell Trust Co | 0.00% | No change | 184 | $9K |
| Hantz Financial Services, Inc. | 0.00% | New | 178 | $8K |
| Wiser Advisor Group LLC | 0.01% | New | 170 | $8K |
| Pineridge Advisors LLC | 0.00% | Add +1.2% | 169 | $8K |
| Copia Wealth Management | 0.01% | No change | 164 | $8K |
| Crews Bank & Trust | 0.00% | No change | 143 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 137 | $6K |
| EPG Wealth Management LLC | 0.00% | Add +5.7% | 129 | $6K |
| Viewpoint Capital Management LLC | 0.00% | New | 117 | $5K |
| Chelsea Counsel Co. | 0.00% | New | 109 | $5K |
| Caitlin John, LLC | 0.00% | New | 108 | $5K |
| Comprehensive Financial Planning, Inc. | 0.00% | Reduce -50.0% | 108 | $5K |
| Realta Investment Advisors | 0.00% | New | 102 | $5K |
| Larson Financial Group LLC | 0.00% | New | 101 | $5K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.1% | 92 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 91 | $4K |
| Signaturefd, LLC | 0.00% | No change | 85 | $4K |
| TD Capital Management LLC | 0.00% | No change | 67 | $3K |
| Imprint Wealth LLC | 0.01% | — | 50 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 44 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 43 | $2K |
| Avion Wealth | 0.00% | New | 45 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -55.6% | 40 | $2K |
| Guerra Advisors Inc | 0.00% | New | 38 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 33 | $2K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 27 | $1K |
| Archer Investment Corp | 0.00% | No change | 20 | $934 |
| Salomon & Ludwin, LLC | 0.00% | No change | 17 | $793 |
| Kiker Wealth Management, LLC | 0.00% | New | 13 | $607 |
| Fortitude Family Office, LLC | 0.00% | Reduce -31.6% | 13 | $607 |
| HighMark Wealth Management LLC | 0.00% | No change | 10 | $472 |
| Russell Investments Group, Ltd. | 0.00% | Add +100.0% | 4 | $200 |
| Global Wealth Strategies & Associates | 0.00% | No change | 4 | $187 |
| Essential Partners LLC | 0.00% | No change | 3 | $140 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 2 | $93 |
| Quaker Wealth Management, LLC | 0.00% | No change | 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.