Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q4 2025 (December 31)844holders +90
78new positions
46sold out
4famous investors
$46.36avg. 13F price*
At the end of Q4 2025, 844 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 90 from Q3 2025. 78 opened new positions and 46 sold out. The largest holders were Envestnet Asset Management Inc. ($5.5B), Jones Financial Companies LLLP ($3.6B) and BlackRock, Inc. ($3.3B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q4 2025)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $213.2M |
| Exits | 46 | $111.1M |
All 13F filers, Q3 2025 → Q4 2025: 43,145,103 shares bought and 11,963,549 shares sold, net +31,181,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 844 holders
| Envestnet Asset Management Inc. | 1.64% | Reduce -3.4% | 119,092,213 | $5.5B |
| Jones Financial Companies LLLP | 2.17% | Add +7.3% | 76,564,104 | $3.6B |
| BlackRock, Inc. | 0.06% | Add +15.2% | 71,877,364 | $3.3B |
| Wells Fargo & Company | 0.44% | Add +2.9% | 47,946,578 | $2.2B |
| LPL Financial LLC | 0.58% | Add +2.2% | 45,507,455 | $2.1B |
| Northwestern Mutual Wealth Management Co. | 0.84% | Add +8.8% | 28,622,754 | $1.3B |
| Morgan Stanley | 0.07% | Add +8.5% | 24,700,344 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Reduce -9.4% | 17,846,746 | $830.6M |
| Cwm, LLC | 2.17% | Add +0.5% | 17,194,171 | $800.2M |
| Mariner, LLC | 0.89% | Add +15.1% | 16,120,286 | $750.2M |
| Envestnet Portfolio Solutions, Inc. | 2.04% | Add +3.0% | 12,467,587 | $580.2M |
| Ameriprise Financial Inc. | 0.12% | Add +0.4% | 11,112,631 | $517.1M |
| Bank of New York Mellon Corp | 0.08% | Add +7.7% | 9,640,284 | $448.7M |
| Cetera Investment Advisers | 0.48% | Add +4.8% | 9,522,893 | $443.2M |
| Park Avenue Securities LLC | 3.39% | Reduce -3.6% | 8,603,823 | $400.4M |
| MML Investors Services, LLC | 0.84% | Add +6.7% | 7,437,955 | $346.2M |
| Janney Montgomery Scott LLC | 0.76% | Reduce -2.6% | 7,094,873 | $330.2M |
| OneDigital Investment Advisors LLC | 3.13% | Add +2.9% | 6,860,453 | $319.3M |
| SigFig Wealth Management, LLC | 6.42% | Add +4.7% | 4,631,033 | $215.5M |
| Wealthspire Advisors, LLC | 1.71% | Add +5.2% | 4,617,814 | $214.9M |
| Kestra Investment Management, LLC | 5.24% | Add +9.0% | 4,604,175 | $214.3M |
| GeoWealth Management, LLC | 7.86% | Reduce -0.0% | 4,582,505 | $213.3M |
| Raymond James Financial Inc. | 0.07% | Add +5.9% | 4,526,288 | $210.7M |
| United Capital Financial Advisors, LLC | 1.12% | Add +2.1% | 3,993,982 | $185.9M |
| Royal Bank of Canada | 0.03% | Add +10.4% | 3,973,316 | $184.9M |
| Foundations Investment Advisors, LLC | 2.05% | Add +2.8% | 3,362,415 | $156.5M |
| Commonwealth Equity Services, LLC | 0.19% | Add +0.3% | 3,121,715 | $145.3M |
| UBS Group AG | 0.03% | Add +0.2% | 3,017,320 | $140.4M |
| Osaic Holdings, Inc. | 0.20% | Reduce -9.3% | 2,973,204 | $138.4M |
| Savvy Advisors, Inc. | 4.27% | Add +60.0% | 2,839,695 | $132.2M |
| NewEdge Advisors, LLC | 0.48% | Add +7.9% | 2,834,464 | $131.9M |
| Mason & Associates, LLC | 29.96% | Add +16.2% | 2,831,120 | $131.8M |
| Stifel Financial Corp. | 0.11% | Add +7.9% | 2,725,862 | $126.9M |
| First Command Advisory Services, Inc. | 0.87% | Add +21.9% | 2,694,661 | $125.4M |
| Sanctuary Advisors, LLC | 0.65% | Reduce -0.4% | 2,542,432 | $118.3M |
| Allworth Financial LP | 0.48% | Reduce -1.8% | 2,496,225 | $116.2M |
| Bank of America Corp. | 0.01% | Add +7.1% | 2,433,193 | $113.2M |
| JB Capital LLC | 4.52% | Reduce -5.7% | 2,381,505 | $110.8M |
| Symmetry Partners, LLC | 6.16% | New | 2,234,872 | $104.0M |
| Thrivent Financial for Lutherans | 0.16% | Reduce -0.2% | 1,858,116 | $86.7M |
| Assetmark, Inc. | 0.17% | Add +2.2% | 1,797,858 | $83.7M |
| Farther Finance Advisors, LLC | 0.85% | Add +10.8% | 1,703,390 | $79.3M |
| Compass Ion Advisors, LLC | 7.49% | Add +6.8% | 1,688,690 | $78.6M |
| Truist Financial Corp. | 0.10% | Add +7.6% | 1,660,550 | $77.3M |
| McMorgan & Co. LLC | 12.46% | Add +1.1% | 1,615,139 | $75.2M |
| Focus Partners Wealth | 0.09% | Add +18.1% | 1,607,867 | $74.8M |
| US Bancorp \de | 0.08% | Add +2.0% | 1,502,900 | $69.9M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +2.9% | 1,498,396 | $69.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +0.5% | 1,440,924 | $67.1M |
| Baker Avenue Asset Management, LP | 1.54% | Add +12.0% | 1,431,399 | $66.6M |
| Affinity Capital Advisors, LLC | 8.93% | Add +6.4% | 1,387,146 | $64.6M |
| FMR LLC | 0.00% | Reduce -5.4% | 1,319,389 | $61.4M |
| Kestra Advisory Services, LLC | 0.25% | Add +7.6% | 1,318,414 | $61.4M |
| &partners | 0.32% | Add +4.7% | 1,300,226 | $60.6M |
| Global Strategic Investment Solutions, LLC | 5.58% | Add +23.7% | 1,226,424 | $57.1M |
| Sofi Wealth, LLC | 2.80% | Add +6.0% | 1,207,399 | $56.2M |
| NorthRock Partners, LLC | 0.91% | Add +30.9% | 1,162,266 | $54.1M |
| Integrated Wealth Concepts LLC | 0.62% | Reduce -30.0% | 1,129,054 | $52.5M |
| SteelPeak Wealth, LLC | 1.67% | Add +1.9% | 1,093,577 | $50.9M |
| Intelligence Driven Advisers, LLC | 6.94% | Reduce -6.6% | 1,042,459 | $48.5M |
| Atria Investments, Inc | 0.55% | Add +0.6% | 1,041,792 | $48.5M |
| Avidian Wealth Enterprises, LLC | 1.74% | Add +1.4% | 1,028,988 | $47.9M |
| Sharkey, Howes & Javer | 6.00% | Reduce -7.7% | 1,013,565 | $47.2M |
| Destination Wealth Management | 1.22% | Add +5.2% | 1,004,200 | $46.7M |
| UNIVEST FINANCIAL Corp | 2.46% | Add +19.7% | 996,771 | $46.4M |
| CreativeOne Wealth, LLC | 1.10% | Add +0.2% | 974,173 | $45.3M |
| Regions Financial Corp. | 0.29% | Add +7.2% | 973,755 | $45.3M |
| Keybank National Association | 0.16% | Add +4.1% | 952,366 | $44.3M |
| High Falls Advisors, Inc | 8.95% | Reduce -2.7% | 949,545 | $44.2M |
| Stash Investments, LLC | 17.63% | Add +8.6% | 945,087 | $44.0M |
| Stone House Investment Management, LLC | 6.81% | Reduce -5.4% | 943,025 | $43.9M |
| Johnson Bixby & Associates, LLC | 5.36% | New | 928,441 | $43.2M |
| Icon Wealth Advisors, LLC | 2.86% | Reduce -3.9% | 921,668 | $42.9M |
| Baird Financial Group, Inc. | 0.07% | Add +1.1% | 914,245 | $42.5M |
| Orion Porfolio Solutions, LLC | 0.30% | Add +9.1% | 876,079 | $40.8M |
| Mgo One Seven LLC | 0.79% | Add +53.8% | 832,390 | $38.7M |
| Apella Capital, LLC | 0.76% | Add +24.8% | 826,561 | $38.5M |
| JT Stratford LLC | 4.93% | Add +128.5% | 821,240 | $38.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 4.53% | — | 807,250 | $37.6M |
| Integrity Alliance, Llc. | 1.37% | Reduce -12.3% | 803,996 | $37.4M |
| Composition Wealth, LLC | 0.52% | Add +3.6% | 780,869 | $36.3M |
| Jacobson & Schmitt Advisors, LLC | 6.11% | Add +2.0% | 779,202 | $36.3M |
| Strategic Blueprint, LLC | 1.92% | Add +4.7% | 697,416 | $32.5M |
| ONE Advisory Partners, LLC | 9.51% | Add +4.6% | 677,341 | $31.5M |
| Elevation Wealth Partners, LLC | 11.06% | Add +9.0% | 671,055 | $31.2M |
| Landmark Wealth Management, Inc. | 11.73% | Add +2.4% | 667,447 | $31.1M |
| Trek Financial, LLC | 1.73% | Add +2.0% | 640,051 | $29.8M |
| Perigon Wealth Management, LLC | 0.53% | Add +8.7% | 633,426 | $29.5M |
| Global Retirement Partners, LLC | 0.52% | Add +75.5% | 633,336 | $29.5M |
| Stokes Family Office, LLC | 2.66% | Add +10.7% | 624,691 | $29.1M |
| Summit Financial, LLC | 0.41% | Add +2.9% | 598,936 | $27.9M |
| AE Wealth Management LLC | 0.16% | Add +22.0% | 588,596 | $27.4M |
| World Investment Advisors | 0.45% | Add +147.9% | 584,856 | $27.2M |
| Corient Private Wealth LP | 0.04% | Add +2.6% | 581,365 | $27.1M |
| GM Advisory Group, LLC | 1.06% | Reduce -12.8% | 580,630 | $27.0M |
| Compound Planning, Inc. | 0.79% | Add +10.3% | 573,997 | $26.7M |
| Horst & Graben Wealth Management LLC | 3.93% | Add +2.5% | 560,025 | $26.1M |
| Principal Securities, Inc. | 0.39% | Add +3.5% | 543,326 | $25.3M |
| PAX Financial Group, LLC | 4.27% | Add +8.3% | 532,381 | $24.8M |
| Legacy Financial Group LLC | 3.06% | Reduce -1.8% | 533,293 | $24.8M |
| Brookstone Capital Management | 0.28% | Add +5.5% | 528,556 | $24.6M |
| Merit Financial Group, LLC | 0.19% | Add +61.6% | 505,108 | $23.5M |
| Skyline Advisors, Inc. | 7.76% | Add +5.3% | 499,698 | $23.3M |
| Keystone Financial Services | 7.00% | Reduce -11.5% | 498,246 | $23.2M |
| Blue Trust, Inc. | 0.26% | Reduce -11.5% | 488,091 | $22.7M |
| Austin Private Wealth, LLC | 1.68% | Add +3.7% | 483,015 | $22.5M |
| Wealth Alliance, LLC | 2.18% | Add +7.4% | 478,439 | $22.3M |
| Coppell Advisory Solutions LLC | 2.10% | Add +13.8% | 458,281 | $21.4M |
| KWB Wealth | 2.01% | Reduce -6.8% | 456,365 | $21.2M |
| Spire Wealth Management | 0.71% | Reduce -2.8% | 454,080 | $21.1M |
| Invst, LLC | 2.30% | Reduce -8.1% | 453,941 | $21.1M |
| Apeiron RIA LLC | 4.24% | Add +98.2% | 449,436 | $20.9M |
| Regal Investment Advisors LLC | 1.25% | Add +15.4% | 448,866 | $20.9M |
| Bay Harbor Wealth Management, LLC | 5.44% | Reduce -0.2% | 447,303 | $20.8M |
| HighTower Advisors, LLC | 0.02% | Add +6.4% | 438,748 | $20.4M |
| Elevated Financial Group LLC | 7.04% | — | 437,193 | $20.3M |
| Bank of Hawaii | 0.94% | Reduce -3.5% | 408,472 | $19.0M |
| West Wealth Group, LLC | 3.90% | Add +6.1% | 403,416 | $18.8M |
| Shared Vision Wealth Group LLC | 7.48% | Reduce -0.9% | 395,131 | $18.5M |
| Modern Wealth Management, LLC | 0.33% | Add +39.9% | 392,368 | $18.3M |
| Capital Analysts, LLC | 0.50% | Reduce -2.8% | 390,480 | $18.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +49.4% | 375,619 | $17.5M |
| PFG Advisors | 0.85% | Add +17.6% | 374,210 | $17.4M |
| Valley National Advisers Inc. | 2.40% | Add +169.9% | 372,447 | $17.3M |
| CFS Investment Advisory Services, LLC | 1.26% | Reduce -1.6% | 370,207 | $17.2M |
| WCG Wealth Advisors LLC | 0.48% | Reduce -14.0% | 368,692 | $17.2M |
| U.S. Capital Wealth Advisors, LLC | 0.45% | Reduce -1.3% | 366,696 | $17.1M |
| Tanager Wealth Management LLP | 1.68% | Add +13.3% | 361,795 | $16.8M |
| 5T Wealth, LLC | 6.70% | Add +2.0% | 360,565 | $16.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +273.5% | 356,558 | $16.6M |
| Firestone Capital Management | 3.45% | Reduce -1.4% | 349,346 | $16.3M |
| Opes Wealth Management LLC | 2.75% | Add +3.7% | 347,916 | $16.2M |
| One Wealth Advisors, LLC | 1.95% | Add +11.8% | 343,351 | $16.0M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +93.8% | 340,531 | $15.8M |
| D.A. Davidson & Co. | 0.10% | Reduce -0.8% | 336,812 | $15.7M |
| Forum Private Client Group LLC | 5.34% | Add +4.8% | 336,479 | $15.7M |
| Advus Financial Partners, LLC | 3.78% | Reduce -2.3% | 335,247 | $15.6M |
| Central Pacific Bank - Trust Division | 1.98% | Reduce -0.1% | 334,001 | $15.5M |
| Liberty Wealth Management LLC | 1.98% | Reduce -1.7% | 329,189 | $15.3M |
| Private Advisor Group, LLC | 0.07% | Reduce -0.5% | 327,406 | $15.2M |
| Bensler, LLC | 1.50% | Reduce -0.3% | 321,687 | $15.0M |
| Elite Financial, Inc. | 6.69% | Add +1.1% | 315,935 | $14.7M |
| True Vision MN LLC | 7.47% | Add +1.4% | 315,686 | $14.7M |
| Summit Wealth Partners, LLC | 2.68% | Add +12.5% | 311,914 | $14.5M |
| Hoxton Planning & Management, LLC | 4.31% | Add +0.1% | 310,069 | $14.4M |
| Claro Advisors Inc. | 1.94% | Add +15.9% | 305,803 | $14.2M |
| Parr McKnight Wealth Management Group, LLC | 1.87% | Reduce -19.0% | 305,637 | $14.2M |
| Mutual Advisors, LLC | 0.30% | Reduce -1.1% | 303,265 | $14.1M |
| Comerica Bank | 0.06% | Reduce -6.5% | 301,869 | $14.0M |
| Tiemann Investment Advisors, LLC | 5.34% | Add +0.3% | 295,392 | $13.7M |
| SWP Financial LLC | 6.85% | Add +18.4% | 293,306 | $13.7M |
| Lodestar Private Asset Management LLC | 1.36% | Add +6.7% | 291,471 | $13.6M |
| Sovran Advisors, LLC | 1.10% | Reduce -3.0% | 276,516 | $12.9M |
| WealthShield Partners, LLC | 1.42% | Add +0.3% | 277,066 | $12.9M |
| Diversify Wealth Management, LLC | 0.60% | New | 274,247 | $12.8M |
| Endeavor Private Wealth, Inc. | 3.61% | Reduce -7.1% | 270,537 | $12.6M |
| Ancora Advisors LLC | 0.25% | Add +1.6% | 261,845 | $12.2M |
| Armor Investment Advisors, LLC | 4.40% | Reduce -2.5% | 256,790 | $12.0M |
| Simplicity Wealth,LLC | 0.71% | Reduce -25.3% | 255,317 | $11.9M |
| Kingsview Wealth Management, LLC | 0.17% | Add +4.8% | 251,027 | $11.7M |
| J. Mark Nickell & Co. | 10.76% | — | 250,397 | $11.7M |
| Galvin, Gaustad & Stein, LLC | 0.90% | Add +2.7% | 245,494 | $11.4M |
| Vise Technologies, Inc. | 0.22% | Add +82.7% | 243,800 | $11.3M |
| TSA Wealth Managment LLC | 3.68% | Add +10.3% | 238,781 | $11.1M |
| Frisch Financial Group, Inc. | 2.47% | Add +951.4% | 236,762 | $11.0M |
| Financial Life Advisors | 3.34% | Reduce -22.6% | 232,615 | $10.8M |
| Csenge Advisory Group | 0.47% | Add +5.8% | 224,656 | $10.5M |
| Mosley Wealth Management | 4.45% | — | 208,223 | $9.7M |
| Apollon Wealth Management, LLC | 0.17% | Add +4.2% | 208,093 | $9.7M |
| Client 1ST Advisory Group, LLC | 3.03% | Add +17.1% | 207,601 | $9.7M |
| Atlatl Advisers LLC | 3.68% | Add +11.9% | 206,076 | $9.6M |
| Orgel Wealth Management, LLC | 0.21% | Reduce -0.4% | 203,722 | $9.5M |
| Retirement Capital Strategies | 3.48% | Add +7.8% | 201,662 | $9.4M |
| Heck Capital Advisors, LLC | 0.70% | Add +12.0% | 200,732 | $9.3M |
| Moulton Wealth Management, Inc. | 8.83% | New | 184,615 | $9.3M |
| Security Financial Services, INC. | 1.44% | Add +0.7% | 197,185 | $9.2M |
| Ewa, LLC | 2.24% | Reduce -3.9% | 197,027 | $9.2M |
| Cornerstone Planning Group LLC | 1.42% | Add +8.0% | 195,060 | $9.1M |
| Triangle Securities Wealth Management | 1.91% | Add +2.2% | 195,115 | $9.1M |
| Veridan Wealth LLC | 2.99% | Add +3.5% | 191,244 | $8.9M |
| Diversified Portfolios, Inc. | 0.74% | Reduce -7.0% | 190,489 | $8.9M |
| New Capital Management LP | 2.17% | Add +1.5% | 185,239 | $8.6M |
| Creative Planning | 0.01% | Add +26.9% | 180,532 | $8.4M |
| Mayflower Financial Advisors, LLC | 1.01% | Add +4.5% | 179,727 | $8.4M |
| Barnes Wealth Management Group, Inc | 4.43% | Add +0.6% | 177,979 | $8.3M |
| Twin Peaks Wealth Advisors, LLC | 2.40% | Add +10.8% | 176,757 | $8.2M |
| Kickstand Ventures, Llc. | 1.73% | Reduce -1.1% | 176,557 | $8.2M |
| Kilter Group LLC | 3.62% | Add +2.5% | 175,167 | $8.2M |
| One Wealth Capital Management, LLC | 3.47% | Add +0.7% | 175,110 | $8.1M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Add +10.4% | 173,428 | $8.1M |
| Advisory Services Network, LLC | 0.11% | Add +7.1% | 173,177 | $8.1M |
| Betterment LLC | 0.02% | Add +62.0% | 171,750 | $8.0M |
| Diversify Advisory Services, LLC | 0.25% | Add +6.9% | 170,950 | $8.0M |
| FFG Retirement Advisors LLC | 4.89% | Reduce -1.5% | 169,464 | $7.9M |
| Trivium Point Advisory, LLC | 0.79% | Reduce -2.0% | 169,420 | $7.9M |
| Alliance Private Wealth, LLC | 2.68% | — | 165,748 | $7.7M |
| Polaris Investment Advisors, LLC | 5.54% | — | 164,815 | $7.7M |
| Focus Financial Network, Inc. | 0.26% | Add +0.8% | 163,164 | $7.6M |
| Royal Fund Management, LLC | 0.69% | Add +186.5% | 162,128 | $7.5M |
| Centurion Wealth Management LLC | 1.63% | Add +2.8% | 159,063 | $7.4M |
| Gateway Wealth Partners, LLC | 0.81% | Add +3.8% | 157,261 | $7.3M |
| Yukon Wealth Management, Inc. | 4.19% | Add +2.3% | 156,663 | $7.3M |
| Quattro Financial Advisors LLC | 2.11% | Add +0.1% | 151,828 | $7.1M |
| Cypress Wealth Services, LLC | 0.97% | Add +6.2% | 150,758 | $7.0M |
| Sax Wealth Advisors, LLC | 0.32% | Reduce -8.7% | 146,234 | $6.8M |
| Rothschild Wealth LLC | 0.64% | Reduce -22.6% | 143,507 | $6.7M |
| Davis Wealth Advisors, LLC | 5.55% | Add +0.1% | 143,297 | $6.7M |
| IFP Advisors, Inc | 0.15% | Reduce -2.4% | 142,266 | $6.6M |
| Randall & Associates Wealth Management | 4.55% | Add +4.2% | 141,091 | $6.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.3% | 140,801 | $6.6M |
| Independent Financial Group, LLC | 0.14% | Add +260.5% | 138,416 | $6.4M |
| Verus Capital Partners, LLC | 0.43% | Add +5.9% | 137,366 | $6.4M |
| Conscious Wealth Investments, LLC | 3.80% | Reduce -0.5% | 135,804 | $6.3M |
| Snowden Capital Advisors LLC | 0.16% | Reduce -0.4% | 133,489 | $6.2M |
| Sagespring Wealth Partners, LLC | 0.11% | Add +2.9% | 132,600 | $6.2M |
| Regimen Wealth, LLC | 1.80% | Add +2.7% | 132,525 | $6.2M |
| Eight 31 Financial, LLC | 3.34% | Add +0.9% | 130,882 | $6.1M |
| Integrity Advisory Solutions, LLC | 0.88% | Add +6.5% | 130,655 | $6.1M |
| PFW Advisors LLC | 1.82% | Add +0.3% | 129,289 | $6.0M |
| Pinion Investment Advisors, LLC | 1.46% | Add +34.5% | 128,914 | $6.0M |
| Westside Investment Management, Inc. | 0.94% | Add +0.5% | 126,764 | $5.9M |
| Natixis Advisors, LLC | 0.01% | Add +45.6% | 125,375 | $5.8M |
| Daviman Financial, LLC | 3.41% | — | 124,902 | $5.8M |
| Xena Financial Planning, LLC | 6.82% | — | 124,837 | $5.8M |
| RCS Financial Planning, LLC | 2.49% | Reduce -1.0% | 124,165 | $5.8M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Reduce -6.0% | 123,743 | $5.8M |
| SageView Advisory Group, LLC | 0.19% | Reduce -0.7% | 123,487 | $5.7M |
| J.M. Arbour, LLC | 5.70% | — | 122,687 | $5.7M |
| BCU Wealth Advisors, LLC | 2.15% | Reduce -4.3% | 120,932 | $5.6M |
| Invesco Ltd. | 0.00% | Reduce -11.3% | 117,354 | $5.5M |
| Venturi Wealth Management, LLC | 0.24% | Add +1.2% | 116,645 | $5.4M |
| RFG Advisory, LLC | 0.10% | Add +0.6% | 115,425 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.8% | 115,119 | $5.4M |
| Portfolio Resources Advisor Group, Inc. | 5.29% | — | 113,738 | $5.3M |
| Vertex Planning Partners, LLC | 1.20% | Add +5.2% | 111,394 | $5.2M |
| Maridea Wealth Management LLC | 0.78% | Add +26.2% | 110,759 | $5.2M |
| Two Sigma Securities, LLC | 0.70% | Add +296.0% | 109,122 | $5.1M |
| LifePlan Investment Advisors, Inc. | 2.06% | Add +5.4% | 108,937 | $5.1M |
| ORG Partners LLC | 0.91% | Reduce -2.3% | 108,788 | $5.1M |
| Forte Asset Management LLC | 2.29% | Add +2.1% | 108,157 | $5.0M |
| Worth Financial Advisory Group, LLC | 2.44% | New | 108,075 | $5.0M |
| Swmg, LLC | 1.40% | Reduce -12.1% | 107,721 | $5.0M |
| Arkadios Wealth Advisors | 0.10% | Add +18.1% | 106,015 | $4.9M |
| Ignite Planners, LLC | 0.75% | Add +0.6% | 105,342 | $4.9M |
| Concorde Asset Management, LLC | 1.89% | Add +8.5% | 101,293 | $4.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +9.7% | 100,112 | $4.7M |
| Shira Ridge Wealth Management | 1.84% | Add +15.1% | 98,238 | $4.6M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.82% | Add +23.2% | 97,708 | $4.5M |
| Continuum Advisory, LLC | 0.45% | Add +32.6% | 97,293 | $4.5M |
| Gallagher Fiduciary Advisors, LLC | 0.14% | Add +360.6% | 94,475 | $4.4M |
| Park Place Capital Corp | 0.91% | Add +73.7% | 93,826 | $4.4M |
| J.E. Simmons & Co., P.C. | 2.82% | — | 93,509 | $4.4M |
| Aptus Capital Advisors, LLC | 0.04% | Add +181.5% | 91,190 | $4.2M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +131.7% | 90,005 | $4.2M |
| Tradition Wealth Management, LLC | 0.30% | Add +0.8% | 89,139 | $4.1M |
| City National Bank of Florida | 2.71% | Reduce -6.6% | 89,048 | $4.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.49% | Reduce -5.3% | 88,961 | $4.1M |
| Capital Investment Management, Inc. | 1.42% | — | 86,995 | $4.0M |
| Redwood Investment Management, LLC | 0.45% | Reduce -13.7% | 86,649 | $4.0M |
| B.O.S.S. Retirement Advisors, LLC | 1.26% | Add +149.7% | 85,734 | $4.0M |
| Montecito Bank & Trust | 0.63% | Add +40.8% | 85,348 | $4.0M |
| White Lighthouse Investment Management Inc. | 0.55% | Add +1.7% | 85,339 | $4.0M |
| First Heartland Consultants, Inc. | 0.30% | Reduce -0.9% | 85,192 | $4.0M |
| Theory Financial LLC | 1.33% | Add +10.8% | 84,657 | $4.0M |
| Genesis Private Wealth, LLC | 1.21% | New | 83,849 | $3.9M |
| Life Planning Partners, Inc | 2.91% | Reduce -1.4% | 81,589 | $3.8M |
| Richard W. Paul & Associates, LLC | 1.25% | Add +11.1% | 80,586 | $3.8M |
| Clear Creek Financial Management, LLC | 0.31% | Add +0.6% | 80,533 | $3.7M |
| BOS Asset Management, LLC | 1.00% | Reduce -0.1% | 79,734 | $3.7M |
| R. W. Roge & Company, Inc. | 1.83% | No change | 79,725 | $3.7M |
| Alterna Wealth Management, Inc. | 3.09% | Add +10.4% | 79,706 | $3.7M |
| TMB Capital Partners, LLC | 1.25% | — | 78,719 | $3.7M |
| Renasant Bank | 2.48% | Add +90.1% | 78,618 | $3.7M |
| Able Wealth Management LLC | 1.15% | Add +23.4% | 78,271 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.3% | 75,973 | $3.5M |
| Equitable Holdings, Inc. | 0.02% | Add +11.3% | 75,591 | $3.5M |
| Harbour Investments, Inc. | 0.07% | Add +3.2% | 75,448 | $3.5M |
| CoreCap Advisors, LLC | 0.12% | Add +41.2% | 75,276 | $3.5M |
| Cassilly Financial Group LLC | 3.08% | — | 74,982 | $3.5M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.1% | 74,855 | $3.5M |
| IFG Advisory, LLC | 0.15% | Add +1.2% | 74,825 | $3.5M |
| ASL Financial, LLC | 2.72% | — | 74,415 | $3.5M |
| KFA Private Wealth Group, LLC | 0.84% | Add +35.0% | 74,205 | $3.5M |
| Moneywise, Inc. | 1.41% | Reduce -18.7% | 72,721 | $3.4M |
| Sunesis Advisors, LLC | 1.53% | Add +3.1% | 72,477 | $3.4M |
| Lifelong Wealth Advisors, Inc. | 0.90% | Reduce -13.7% | 72,458 | $3.4M |
| Sheridan Capital Management, LLC | 1.71% | Reduce -0.6% | 72,277 | $3.4M |
| Pines Wealth Management, LLC | 1.07% | Add +8.9% | 71,041 | $3.3M |
| Johnson Financial Group, Inc. | 0.12% | New | 70,906 | $3.3M |
| Arete Wealth Advisors, LLC | 0.23% | Reduce -0.3% | 70,095 | $3.3M |
| Strategy Asset Managers LLC | 0.53% | Add +34.0% | 69,879 | $3.3M |
| Alternative Investment Advisors, LLC. | 1.41% | Reduce -3.7% | 69,768 | $3.2M |
| Chatterton & Associates Inc. | 2.76% | — | 69,317 | $3.2M |
| Maia Wealth LLC | 0.55% | Reduce -6.0% | 68,635 | $3.2M |
| M1 Capital Management LLC | 1.33% | Reduce -2.9% | 68,734 | $3.2M |
| LCW Services, LLC | 1.69% | — | 68,018 | $3.2M |
| AQR Capital Management | 0.00% | Add +38.4% | 67,683 | $3.1M |
| Two West Capital Advisors LLC | 1.82% | Add +1.4% | 67,273 | $3.1M |
| Elevation Point Wealth Partners, LLC | 0.15% | New | 65,235 | $3.0M |
| Advyzon Investment Management, LLC | 0.35% | Add +112.9% | 64,678 | $3.0M |
| Range Financial Group LLC | 1.04% | Add +89.3% | 64,565 | $3.0M |
| FC Advisory LLC | 0.86% | Add +0.5% | 64,545 | $3.0M |
| Western Wealth Management, LLC | 0.14% | Add +3.8% | 64,055 | $3.0M |
| Aspire Private Capital, LLC | 0.66% | Reduce -6.8% | 64,040 | $3.0M |
| Ameritas Advisory Services, LLC | 0.11% | Add +2926.0% | 63,274 | $2.9M |
| EP Wealth Advisors, LLC | 0.02% | — | 62,629 | $2.9M |
| Firethorn Wealth Partners, LLC | 1.09% | Reduce -9.3% | 62,526 | $2.9M |
| Investment Advisory Group, LLC | 0.75% | Add +1.9% | 62,269 | $2.9M |
| Curtis Wealth Management LLC | 2.52% | — | 61,865 | $2.9M |
| Cornerstone Advisors Asset Management, LLC | 0.47% | Add +1.4% | 61,680 | $2.9M |
| Forefront Wealth Partners, LLC | 1.36% | Add +1.6% | 61,511 | $2.9M |
| Hoese & Co LLP | 2.04% | Reduce -53.4% | 61,443 | $2.9M |
| Align Financial, LLC | 1.65% | — | 2,850,110 | $2.9M |
| Retirement Wealth Solutions LLC | 1.80% | Reduce -6.2% | 61,228 | $2.8M |
| Seneca Financial Advisors LLC | 0.86% | Add +1.3% | 60,822 | $2.8M |
| Sound Income Strategies, LLC | 0.13% | Add +118.8% | 60,421 | $2.8M |
| Secure Asset Management, LLC | 0.44% | Add +64.9% | 60,499 | $2.8M |
| Vision Retirement, LLC | 0.75% | — | 60,296 | $2.8M |
| Cerity Partners LLC | 0.00% | Reduce -36.0% | 57,167 | $2.7M |
| HighPoint Advisor Group LLC | 0.06% | New | 56,904 | $2.6M |
| SageGuard Financial Group, LLC | 0.42% | — | 56,832 | $2.6M |
| Lido Advisors, LLC | 0.01% | Add +1.0% | 56,304 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -6.3% | 56,315 | $2.6M |
| Parallel Advisors, LLC | 0.05% | Add +10.8% | 56,014 | $2.6M |
| Patriot Investment Management Group, Inc. | 0.16% | Add +26.0% | 55,387 | $2.6M |
| WealthPLAN Partners, LLC | 0.38% | Add +4.7% | 54,632 | $2.5M |
| Balance Wealth Partners LLC | 0.81% | Add +4.9% | 54,272 | $2.5M |
| Signal Advisors Wealth, LLC | 0.20% | Reduce -13.4% | 54,197 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +5.5% | 54,321 | $2.5M |
| Absolute Capital Management, LLC | 0.91% | Add +9.0% | 53,686 | $2.5M |
| Wealthstar Advisors, LLC | 1.36% | No change | 53,682 | $2.5M |
| Tyche Wealth Partners LLC | 0.39% | Reduce -1.1% | 52,454 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +18.9% | 51,690 | $2.4M |
| Rossby Financial, LCC | 0.75% | Add +1402.8% | 51,124 | $2.4M |
| Emergent Wealth Advisors, LLC | 1.32% | Reduce -8.0% | 50,536 | $2.4M |
| Americana Partners, LLC | 0.06% | Reduce -0.5% | 50,068 | $2.3M |
| WealthPoint Financial, LLC | 2.02% | — | 49,952 | $2.3M |
| Ascentis Independent Advisors | 0.37% | Reduce -0.4% | 49,730 | $2.3M |
| Sovereign Financial Group, Inc. | 0.41% | Reduce -13.9% | 49,476 | $2.3M |
| Capital Asset Managemnet, LLC | 2.53% | — | 49,089 | $2.3M |
| Hopwood Nicholas Hunter | 0.74% | — | 48,904 | $2.3M |
| Columbus Macro, LLC | 0.25% | Add +8.4% | 48,626 | $2.3M |
| Private Trust Co. NA | 0.20% | Add +4.9% | 48,614 | $2.3M |
| Dentgroup LLC | 1.51% | Reduce -7.2% | 47,129 | $2.2M |
| Sigma Planning Corp | 0.06% | Reduce -5.1% | 47,003 | $2.2M |
| Smartleaf Asset Management LLC | 0.08% | Add +1.4% | 46,596 | $2.2M |
| Hamrick Investment Counsel, llc | 1.59% | — | 46,000 | $2.1M |
| M Holdings Securities, Inc. | 0.15% | New | 45,957 | $2.1M |
| Clearview Wealth Advisors LLC | 1.35% | Reduce -19.4% | 45,770 | $2.1M |
| Sculati Wealth Management, LLC | 0.75% | Add +54.8% | 45,635 | $2.1M |
| Fifth Third Securities, Inc. | 0.14% | Add +33.0% | 45,632 | $2.1M |
| Geneos Wealth Management Inc. | 0.05% | Add +9.2% | 44,765 | $2.1M |
| Old North State Trust, LLC | 1.23% | Add +6.5% | 44,522 | $2.1M |
| Capital Square, LLC | 1.05% | Add +9.7% | 44,239 | $2.1M |
| Edgestream Partners, L.P. | 0.06% | Reduce -4.0% | 44,201 | $2.1M |
| Maripau Wealth Management LLC | 0.94% | Reduce -2.1% | 44,146 | $2.1M |
| Bush Investment Group, LLC | 1.15% | Reduce -0.2% | 44,040 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +1.6% | 43,418 | $2.0M |
| Triad Wealth Partners, LLC | 0.19% | Add +276.4% | 43,099 | $2.0M |
| Kovack Advisors, Inc. | 0.10% | Add +208.2% | 42,870 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 0.54% | Add +4.0% | 42,697 | $2.0M |
| Apollon Financial, LLC | 0.29% | New | 42,651 | $2.0M |
| Richmond Investment Services, LLC | 0.34% | Add +6.1% | 42,642 | $2.0M |
| Keebeck Wealth Management | 0.23% | Add +4.2% | 42,625 | $2.0M |
| W Advisors, LLC | 0.98% | Add +3.2% | 42,066 | $2.0M |
| Trust Point Inc. | 0.15% | Add +39.4% | 41,920 | $2.0M |
| XY Planning Network, Inc. | 0.34% | New | 41,818 | $1.9M |
| Cape Investment Advisory, Inc. | 0.60% | Add +67.8% | 41,607 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.14% | Add +26.6% | 41,526 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Reduce -6.1% | 40,943 | $1.9M |
| Transcend Capital Advisors, LLC | 0.15% | Reduce -7.4% | 40,426 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +107.0% | 40,417 | $1.9M |
| Cooper Financial Group | 0.20% | Reduce -6.1% | 40,074 | $1.9M |
| LPWM LLC | 0.46% | Add +66.6% | 39,030 | $1.8M |
| Archer Investment Management, LLC | 0.97% | New | 38,913 | $1.8M |
| Tempus Wealth Planning, LLC | 0.41% | Add +1.9% | 38,874 | $1.8M |
| Gen-Wealth Partners Inc | 0.58% | Add +32.5% | 38,821 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -5.2% | 38,464 | $1.8M |
| Leavell Investment Management, Inc. | 0.07% | Reduce -6.5% | 37,897 | $1.8M |
| BCS Wealth Management | 0.18% | Add +100.0% | 37,844 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Add +3.0% | 36,844 | $1.7M |
| VestGen Investment Management | 0.95% | Reduce -2.7% | 36,785 | $1.7M |
| Legacy Wealth Partners, LLC | 0.44% | — | 36,741 | $1.7M |
| Keyvantage Wealth, LLC | 0.72% | Reduce -0.5% | 36,379 | $1.7M |
| Ascentis Wealth Management, LLC | 0.42% | Reduce -5.3% | 35,355 | $1.6M |
| Argent Trust Co | 0.06% | Add +44.4% | 35,354 | $1.6M |
| Creative Financial Designs Inc. | 0.10% | Reduce -12.8% | 35,323 | $1.6M |
| Resurgent Financial Advisors LLC | 0.82% | Add +0.4% | 34,969 | $1.6M |
| OpenArc Corporate Advisory, LLC | 0.03% | — | 34,927 | $1.6M |
| Spectrum Planning & Advisory Services Inc. | 0.83% | Reduce -0.7% | 34,717 | $1.6M |
| Visionary Horizons, LLC | 0.82% | Add +16.6% | 34,219 | $1.6M |
| CAP Partners, LLC | 0.90% | Add +3.7% | 34,197 | $1.6M |
| Argent Advisors, Inc. | 0.44% | Add +6.1% | 33,839 | $1.6M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -12.3% | 33,796 | $1.6M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -4.3% | 33,375 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +633.5% | 33,227 | $1.5M |
| Transamerica Financial Advisors, LLC | 0.13% | Add +77.4% | 32,717 | $1.5M |
| Merkkuri Wealth Advisors LLC | 1.03% | Add +29.4% | 32,677 | $1.5M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -4.4% | 32,137 | $1.5M |
| Sutton Place Investors LLC | 0.81% | Reduce -0.9% | 31,669 | $1.5M |
| Legacy Edge Advisors, LLC | 0.16% | Reduce -6.4% | 31,496 | $1.5M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +59.6% | 31,460 | $1.5M |
| World Equity Group, Inc. | 0.41% | Add +5.4% | 31,380 | $1.5M |
| BridgePort Financial Solutions, LLC | 0.39% | Add +9.8% | 31,330 | $1.5M |
| Linscomb Wealth, Inc. | 0.06% | Reduce -1.7% | 31,212 | $1.5M |
| Klaas Financial Asset Advisors, LLC | 0.21% | Add +2.1% | 30,770 | $1.4M |
| RDA Financial Network | 0.34% | Add +0.5% | 30,645 | $1.4M |
| WBH Advisory Inc. | 0.10% | Reduce -0.7% | 30,435 | $1.4M |
| Foster Group, Inc. | 0.04% | Reduce -1.7% | 30,190 | $1.4M |
| Farrell Financial LLC | 0.82% | Add +6.8% | 29,995 | $1.4M |
| Aprio Wealth Management, LLC | 0.08% | Reduce -16.3% | 29,496 | $1.4M |
| Kelly Financial Services LLC | 0.34% | Reduce -0.3% | 29,464 | $1.4M |
| Latitude Advisors, LLC | 0.60% | Add +10.1% | 29,108 | $1.4M |
| Hobbs Wealth Management, LLC | 1.32% | Add +11.3% | 29,032 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.29% | Add +2.2% | 28,801 | $1.3M |
| LongView Wealth Management | 0.32% | Add +192.6% | 28,591 | $1.3M |
| Blalock Williams, LLC | 1.07% | Add +15.5% | 28,626 | $1.3M |
| Beacon Financial Advisory LLC | 0.31% | Add +1.7% | 28,620 | $1.3M |
| Old Mission Capital LLC | 0.05% | New | 28,559 | $1.3M |
| Vested Financial Planning, LLC | 0.99% | Add +42.3% | 27,521 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -5.2% | 27,345 | $1.3M |
| Blue Capital, Inc. | 0.91% | Reduce -21.8% | 27,317 | $1.3M |
| MSH Capital Advisors LLC | 0.27% | Add +5.3% | 27,242 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +129.2% | 27,053 | $1.3M |
| Town Capital LLC | 1.03% | — | 27,003 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.64% | Reduce -22.4% | 26,608 | $1.2M |
| Fiscal Wisdom Wealth Management, LLC | 1.16% | Add +26.9% | 26,429 | $1.2M |
| Keenan, LLC | 1.06% | — | 25,968 | $1.2M |
| Phillips Financial Management, LLC | 0.08% | Reduce -4.1% | 25,545 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.31% | Add +0.1% | 25,493 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -7.8% | 25,474 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +2.9% | 25,322 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +8.0% | 24,887 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.14% | Reduce -1.6% | 24,769 | $1.2M |
| Marino, Stram & Associates LLC | 0.21% | Add +5.8% | 24,642 | $1.1M |
| Quartz Partners, LLC | 0.43% | Add +2.6% | 24,550 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -19.0% | 24,329 | $1.1M |
| Waterloo Capital, L.P. | 0.08% | New | 24,066 | $1.1M |
| MN Wealth Advisors, LLC | 0.56% | Reduce -0.4% | 23,864 | $1.1M |
| Hershey Financial Advisers, LLC | 0.93% | Add +5.0% | 23,742 | $1.1M |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -5.8% | 23,642 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Add +0.3% | 23,639 | $1.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0.38% | Reduce -7.7% | 23,508 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Add +79.5% | 23,475 | $1.1M |
| Petros Family Wealth, LLC | 0.72% | New | 23,351 | $1.1M |
| RCW Management, LLC | 1.09% | — | 23,295 | $1.1M |
| KERR FINANCIAL PLANNING Corp | 1.46% | Reduce -1.1% | 23,002 | $1.1M |
| Catalina Capital Group, LLC | 0.65% | Reduce -4.6% | 22,895 | $1.1M |
| LiftPoint Family Wealth Advisors LLC | 0.91% | — | 22,817 | $1.1M |
| Cahill Financial Advisors Inc. | 0.12% | Add +0.8% | 22,803 | $1.1M |
| FWG Investments, LLC. | 0.67% | Add +16.4% | 22,706 | $1.1M |
| Windward Private Wealth Management Inc. | 0.37% | Reduce -12.3% | 22,680 | $1.1M |
| Asempa Wealth Advisors | 0.91% | — | 22,609 | $1.1M |
| Morris Financial Concepts, Inc. | 0.37% | Add +3.8% | 22,514 | $1.0M |
| Richardson Financial Services Inc. | 0.34% | Add +9.7% | 22,410 | $1.0M |
| Keystone Wealth Services, LLC | 0.22% | Add +12.6% | 22,382 | $1.0M |
| Heritage Family Offices, LLP | 0.46% | Reduce -1.1% | 21,947 | $1.0M |
| Brookwood Investment Group LLC | 0.12% | Add +11.0% | 21,913 | $1.0M |
| Nwam LLC | 0.06% | Reduce -30.3% | 21,741 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -89.8% | 21,399 | $996K |
| Meridian Wealth Partners, LLC | 0.14% | Reduce -16.5% | 21,390 | $995K |
| Sowell Financial Services LLC | 0.04% | Reduce -0.1% | 21,086 | $981K |
| Payne Capital LLC | 1.00% | Add +0.7% | 21,054 | $980K |
| Detalus Advisors, LLC | 0.24% | Add +0.5% | 20,973 | $976K |
| Eq LLC | 0.28% | Add +2.6% | 20,883 | $972K |
| Stirlingshire Investments, Inc. | 0.86% | — | 20,799 | $969K |
| Targeted Financial Services LLC | 0.83% | — | 20,775 | $967K |
| Caliber Wealth Management, LLC / KS | 0.10% | Reduce -2.1% | 20,759 | $966K |
| Twelve Points Wealth Management LLC | 0.22% | Add +136.1% | 20,685 | $965K |
| WealthTrak Capital Management LLC | 0.68% | Add +6.5% | 20,329 | $946K |
| Tsfg, LLC | 0.14% | Reduce -4.8% | 19,940 | $928K |
| Acorn Creek Capital LLC | 0.33% | Add +85.7% | 19,744 | $919K |
| Wealthgarden F.S. LLC | 0.60% | Add +15.8% | 19,575 | $915K |
| Fortis Capital Advisors, LLC | 0.13% | Add +13.7% | 19,555 | $910K |
| Belpointe Asset Management LLC | 0.03% | Add +13.7% | 19,555 | $910K |
| Wealth Group Ltd | 0.20% | Reduce -23.3% | 19,534 | $909K |
| Lifeworks Advisors, LLC | 0.12% | Reduce -2.5% | 19,490 | $907K |
| NBT Bank, N.A. | 0.06% | No change | 47 | $903K |
| Elevation Wealth Management LLC | 0.86% | — | 19,266 | $897K |
| MCF Advisors LLC | 0.05% | New | 19,115 | $890K |
| Insight Wealth Partners, LLC | 0.36% | Add +7.7% | 18,706 | $871K |
| Essential Planning, LLC. | 0.28% | Reduce -8.4% | 18,663 | $869K |
| Accurate Wealth Management, LLC | 0.11% | Reduce -7.1% | 18,415 | $859K |
| Kelly Financial Group LLC | 0.22% | Reduce -5.3% | 18,443 | $858K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -5.5% | 18,265 | $850K |
| GWN Securities Inc. | 0.17% | Reduce -4.4% | 18,221 | $848K |
| Silverleafe Capital Partners, LLC | 0.25% | Reduce -46.6% | 18,185 | $846K |
| Sovereign Investment Advisors, LLC | 0.21% | New | 18,067 | $841K |
| Northland Securities, Inc. | 0.78% | — | 17,344 | $807K |
| Parkway Wealth Management Group, LLC | 0.11% | — | 17,319 | $806K |
| Vantus Wealth LLC | 0.59% | — | 17,131 | $797K |
| HUB Investment Partners, LLC | 0.02% | Reduce -1.1% | 17,076 | $795K |
| Flow Traders U.S. LLC | 0.03% | New | 16,943 | $789K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Add +0.1% | 16,897 | $786K |
| Appleton Partners Inc. | 0.05% | Reduce -15.0% | 16,680 | $776K |
| Ascent Group, LLC | 0.03% | Reduce -7.6% | 16,176 | $753K |
| Hill Island Financial LLC | 0.18% | Reduce -14.3% | 16,171 | $753K |
| Scarborough Advisors, LLC | 0.13% | Add +21.8% | 15,906 | $740K |
| Lansing Street Advisors | 0.19% | Reduce -3.3% | 15,784 | $735K |
| Oregon Pacific Wealth Management, LLC | 0.75% | Add +19.9% | 15,563 | $724K |
| Avantra Family Wealth, Inc. | 0.53% | Reduce -1.1% | 15,561 | $724K |
| Prosperity Consulting Group, LLC | 0.03% | Add +71.9% | 15,496 | $721K |
| Novus Advisors, LLC | 1.61% | Reduce -2.1% | 15,483 | $721K |
| Hilltop Holdings Inc. | 0.04% | Reduce -13.3% | 15,473 | $720K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -43.7% | 15,311 | $713K |
| Davidson Trust Co. | 0.29% | New | 15,071 | $701K |
| Headlands Technologies LLC | 0.06% | New | 15,050 | $700K |
| Vantage Financial Partners, LLC | 0.14% | Reduce -0.3% | 15,048 | $700K |
| GatePass Capital, LLC | 0.36% | Reduce -60.7% | 14,928 | $695K |
| Opal Wealth Advisors, LLC | 0.18% | Add +199.7% | 14,903 | $694K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +6.8% | 14,647 | $682K |
| Uptick Partners, LLC | 0.14% | Add +195.2% | 14,561 | $678K |
| Gotham Asset Management | 0.00% | Add +12.5% | 14,501 | $675K |
| Mather Group, Llc. | 0.01% | Add +20.3% | 14,481 | $674K |
| AdvisorNet Financial, Inc | 0.04% | Add +11.4% | 14,432 | $672K |
| Inspire Advisors, LLC | 0.06% | Add +77.1% | 14,354 | $668K |
| Golden State Wealth Management, LLC | 0.07% | Add +4.7% | 14,279 | $665K |
| River's Edge Wealth Management, LLC | 0.65% | — | 14,077 | $662K |
| Raleigh Capital Management Inc. | 0.24% | Reduce -2.4% | 14,196 | $661K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +0.2% | 14,178 | $660K |
| Aspiriant, LLC | 0.02% | Reduce -1.1% | 14,020 | $652K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -9.2% | 13,849 | $645K |
| Edge Financial Advisors LLC | 0.27% | No change | 13,810 | $643K |
| Valpey Financial Services, LLC | 0.41% | Add +1.0% | 13,795 | $642K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -1.5% | 13,646 | $635K |
| Tarbox Family Office, Inc. | 0.10% | Reduce -18.5% | 13,617 | $634K |
| CFO4Life Group, LLC | 0.09% | Reduce -3.1% | 13,587 | $632K |
| 17 Capital Partners, LLC | 0.33% | Add +59.9% | 13,558 | $631K |
| LifeGoal Investments, LLC | 0.41% | Add +19.2% | 13,334 | $618K |
| FLP Wealth Management, LLC | 1.45% | Add +45.1% | 13,200 | $614K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +6.5% | 13,027 | $606K |
| Ethos Capital Management, Inc. | 0.57% | — | 13,024 | $606K |
| Evergreen Capital Management LLC | 0.01% | No change | 12,989 | $605K |
| Pinnacle Family Advisors, LLC | 0.26% | Reduce -12.9% | 12,889 | $600K |
| Semus Wealth Partners LLC | 0.32% | Reduce -14.6% | 12,859 | $598K |
| Capital Management Associates, Inc | 0.13% | New | 12,495 | $582K |
| Roger Wittlin Investment Advisory, LLC | 0.41% | Add +1.4% | 12,448 | $579K |
| Precision Wealth Strategies, LLC | 0.19% | Add +59.8% | 12,406 | $577K |
| Cadia Private Client LLC | 0.46% | — | 12,322 | $573K |
| TrueWealth Advisors, LLC | 0.15% | Add +14.2% | 12,314 | $573K |
| IHT Wealth Management, LLC | 0.01% | Add +17.3% | 12,276 | $571K |
| Lockerman Financial Group, Inc. | 1.06% | Add +9.9% | 11,845 | $551K |
| Davidson Investment Advisors | 0.02% | Add +1.3% | 11,832 | $551K |
| Empirical Asset Management, LLC | 0.15% | Reduce -6.6% | 11,761 | $547K |
| PFG Investments, LLC | 0.03% | New | 11,758 | $547K |
| Lane Brothers & Co. Inc. | 0.40% | — | 11,734 | $546K |
| Flagstar Securities, Inc. | 0.18% | Add +15.9% | 11,710 | $545K |
| Aegis Wealth Management, Inc. | 0.43% | — | 11,676 | $543K |
| Bank of Montreal | 0.00% | Reduce -2.5% | 11,633 | $541K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 11,583 | $539K |
| Fulcrum Equity Management | 0.52% | Add +4.6% | 11,581 | $539K |
| GC Wealth Management RIA, LLC | 0.02% | Add +0.3% | 11,354 | $528K |
| Tiaa Trust, National Association | 0.00% | Add +38.1% | 11,093 | $516K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 11,007 | $512K |
| Oppenheimer & Co. Inc. | 0.01% | New | 10,939 | $509K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.1% | 10,921 | $508K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 10,893 | $507K |
| TFB Advisors LLC | 0.14% | Reduce -6.8% | 10,887 | $507K |
| Coordinated Financial Services, Inc. | 0.29% | Add +3.9% | 10,845 | $505K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -22.5% | 10,828 | $504K |
| Van Diest Capital, LLC | 0.74% | — | 10,635 | $495K |
| Prospera Financial Services Inc | 0.01% | Reduce -10.9% | 10,497 | $489K |
| Fiduciary Trust Co | 0.01% | Reduce -42.0% | 10,460 | $487K |
| Western Financial Corp | 0.19% | Reduce -9.7% | 10,457 | $487K |
| Kingdom Financial Group LLC. | 0.15% | New | 10,391 | $484K |
| Ameriflex Group, Inc. | 0.25% | Add +95.8% | 10,264 | $478K |
| Sfmg, LLC | 0.03% | Add +11.0% | 10,175 | $474K |
| TD Private Client Wealth LLC | 0.01% | Reduce -2.1% | 10,151 | $472K |
| Blueprint Investment Partners LLC | 0.05% | Reduce -17.7% | 10,145 | $472K |
| StoneX Group Inc. | 0.02% | Reduce -29.4% | 10,116 | $471K |
| Ridgeline Wealth, LLC | 0.32% | No change | 10,014 | $466K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | New | 9,962 | $464K |
| Spinnaker Investment Group, LLC | 0.08% | Reduce -1.8% | 9,923 | $462K |
| Freedom Investment Management, Inc. | 0.13% | Reduce -7.5% | 9,719 | $452K |
| PKS Advisory Services, LLC | 0.10% | Add +13.4% | 9,698 | $451K |
| Evolution Wealth Management Inc. | 0.36% | Add +231.4% | 9,401 | $438K |
| Connable Office Inc. | 0.04% | New | 9,375 | $436K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -5.3% | 9,288 | $432K |
| Tudor Investment Corporation | 0.00% | Add +75.6% | 9,256 | $431K |
| A4 Wealth Advisors LLC | 0.37% | Add +18.0% | 9,215 | $429K |
| Cogent Private Wealth, Inc. | 0.32% | — | 9,147 | $426K |
| New Republic Capital, LLC | 0.11% | Add +12.1% | 9,085 | $423K |
| Liberty Square Wealth Partners LLC | 0.12% | Reduce -53.6% | 9,005 | $419K |
| Sei Investments Co. | 0.00% | New | 8,948 | $416K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -34.4% | 8,886 | $414K |
| Alta Wealth Advisors LLC | 0.14% | New | 8,745 | $407K |
| Spinnaker Trust | 0.02% | Reduce -8.4% | 8,593 | $400K |
| Genesis Wealth Advisors, LLC | 0.27% | Add +0.0% | 8,533 | $397K |
| Asset One Wealth Management LLC | 0.05% | — | 8,540 | $397K |
| Family Capital Trust Co | 0.13% | No change | 8,502 | $396K |
| TRUE Private Wealth Advisors | 0.04% | Add +1.0% | 8,452 | $393K |
| Midwest Trust Co | 0.00% | Add +2.9% | 8,432 | $392K |
| Centaurus Financial, Inc. | 0.02% | Reduce -24.2% | 8,361 | $389K |
| Shepherd Street Advisors LLC | 0.37% | — | 8,348 | $389K |
| Howe & Rusling Inc. | 0.03% | Add +2.6% | 8,329 | $388K |
| Financial Partners Group, Inc | 0.04% | Add +12.1% | 8,239 | $384K |
| Madison Wealth Partners, Inc | 0.07% | Add +77.0% | 8,006 | $373K |
| TCP Asset Management, LLC | 0.06% | No change | 7,818 | $364K |
| Kathmere Capital Management, LLC | 0.02% | Add +1.4% | 7,775 | $362K |
| SC&H Financial Advisors, Inc. | 0.06% | Add +0.4% | 7,727 | $360K |
| Choreo, LLC | 0.00% | Reduce -35.1% | 7,669 | $358K |
| CBM Financial, LLC | 0.24% | — | 7,601 | $357K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -9.4% | 7,663 | $357K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | Reduce -53.6% | 7,613 | $354K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -11.4% | 7,600 | $354K |
| Bridgewealth Advisory Group, LLC | 0.08% | Reduce -8.0% | 7,575 | $353K |
| Midwest Heritage Bank, FSB | 0.12% | Reduce -21.3% | 7,533 | $351K |
| Brand Asset Management Group, Inc. | 0.10% | Add +41.9% | 7,532 | $351K |
| City State Bank | 0.10% | Reduce -19.5% | 7,477 | $348K |
| Fisher Asset Management | 0.00% | Reduce -25.9% | 7,471 | $348K |
| International Assets Investment Management, LLC | 0.02% | Add +11.3% | 7,424 | $346K |
| BAM Wealth Management, LLC | 0.25% | Add +17.2% | 7,395 | $344K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +12.0% | 7,364 | $343K |
| Global Financial Private Client, LLC | 0.12% | Reduce -3.2% | 7,352 | $342K |
| Keystone Financial Group | 0.03% | Add +0.3% | 7,340 | $342K |
| Novem Group | 0.04% | Add +2.9% | 7,043 | $328K |
| Independent Wealth Network Inc. | 0.10% | Add +42.9% | 7,020 | $327K |
| Vermillion & White Wealth Management Group, LLC | 0.18% | Reduce -4.4% | 7,005 | $326K |
| Torrey-Payne Wealth Management, LLC | 0.29% | — | 6,976 | $326K |
| Trilogy Capital Inc. | 0.01% | Add +4.7% | 6,971 | $324K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +23.0% | 6,909 | $322K |
| Oxinas Partners, LLC | 0.15% | Add +5.7% | 6,896 | $321K |
| Flagship Private Wealth, LLC | 0.13% | New | 6,894 | $321K |
| ETF Store, Inc. | 0.32% | Add +2.6% | 6,838 | $318K |
| Arax Advisory Partners | 0.01% | New | 6,837 | $318K |
| PUREfi Wealth, LLC | 0.24% | Reduce -9.8% | 6,774 | $315K |
| Lanark Financial, Inc. | 0.02% | Add +1.1% | 6,767 | $315K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +11.4% | 6,762 | $315K |
| Valtrion Capital Management, LLC | 0.31% | Add +10.2% | 6,758 | $315K |
| Acorn Wealth Advisors, LLC | 0.09% | Reduce -49.4% | 6,757 | $314K |
| HB Wealth Management, LLC | 0.00% | Add +10.6% | 6,742 | $314K |
| MAI Capital Management | 0.00% | Add +17.7% | 6,730 | $313K |
| Apex Wealth Management, LLC | 0.32% | Reduce -0.1% | 6,669 | $311K |
| Balboa Wealth Partners | 0.05% | No change | 6,637 | $309K |
| Arlington Trust Co LLC | 0.03% | No change | 6,492 | $302K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -1.5% | 6,376 | $297K |
| Northern Trust Corp. | 0.00% | New | 6,223 | $290K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -43.9% | 6,223 | $290K |
| Interchange Capital Partners, LLC | 0.05% | Reduce -4.7% | 6,196 | $288K |
| Bellwether Advisors, LLC | 0.05% | Reduce -18.9% | 6,105 | $284K |
| Tucker Asset Management LLC | 0.08% | Add +29.2% | 6,098 | $284K |
| 180 Wealth Advisors, LLC | 0.03% | Add +2.6% | 6,063 | $282K |
| Procyon Advisors, LLC | 0.01% | New | 5,923 | $276K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -16.6% | 5,895 | $274K |
| HORAN Wealth, LLC | 0.04% | Add +5.2% | 5,882 | $274K |
| Pacific Financial Group Inc. | 0.15% | New | 5,854 | $272K |
| Tennessee Valley Asset Management Partners | 0.04% | Reduce -26.3% | 5,847 | $272K |
| Winter & Associates, Inc. | 0.25% | — | 5,839 | $272K |
| Darden Wealth Group Inc | 0.13% | Reduce -0.1% | 5,796 | $270K |
| Beacon Financial Group | 0.03% | Reduce -32.7% | 5,767 | $268K |
| Brio Consultants, LLC | 0.03% | Add +0.2% | 5,754 | $268K |
| Centennial Advisors, LLC | 0.35% | — | 5,719 | $266K |
| Axis Wealth Partners, LLC | 0.15% | New | 5,713 | $266K |
| Pointe Capital Management LLC | 0.13% | New | 5,710 | $266K |
| Total Investment Management Inc. | 0.03% | No change | 5,699 | $265K |
| Riverbend Wealth Management, LLC | 0.17% | Reduce -11.4% | 5,631 | $262K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 5,604 | $261K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 5,544 | $258K |
| Northstar Financial Companies, Inc. | 0.21% | New | 5,535 | $258K |
| Impact Capital Partners LLC | 0.08% | Add +13.3% | 5,535 | $258K |
| Successful Portfolios LLC | 0.13% | Reduce -6.5% | 5,491 | $256K |
| Snider Financial Group | 0.07% | Reduce -17.7% | 5,414 | $252K |
| BDFS Capital LLC | 0.13% | — | 5,386 | $251K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -8.8% | 5,364 | $249K |
| Talisman Wealth Advisors LLC | 0.19% | New | 5,115 | $249K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 5,285 | $246K |
| NewEdge Wealth, LLC | 0.00% | Reduce -4.1% | 5,256 | $245K |
| Fermata Advisors, LLC | 0.06% | No change | 5,214 | $243K |
| Bison Wealth, LLC | 0.03% | New | 5,282 | $243K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +32.7% | 5,211 | $243K |
| Second Line Capital, LLC | 0.05% | New | 5,178 | $241K |
| Commerce Bank | 0.00% | Reduce -8.8% | 5,158 | $240K |
| First Foundation Advisors | 0.01% | New | 5,138 | $239K |
| DecisionMap Wealth Management, LLC | 0.15% | Add +8.2% | 5,121 | $238K |
| Members Trust Co | 0.01% | No change | 5,100 | $237K |
| Arlington Financial Advisors, LLC | 0.03% | Reduce -4.7% | 5,062 | $236K |
| Altiora Financial Group, LLC | 0.04% | No change | 4,964 | $231K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.7% | 4,947 | $230K |
| Professional Financial Advisors, LLC | 0.05% | Add +0.2% | 4,885 | $227K |
| Balefire, LLC | 0.04% | Reduce -1.3% | 4,858 | $226K |
| Facet Wealth, Inc. | 0.00% | New | 4,841 | $226K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -3.4% | 4,792 | $223K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 4,778 | $223K |
| Destiny Wealth Partners, LLC | 0.03% | Reduce -22.1% | 4,749 | $222K |
| VestGen Advisors, LLC | 0.01% | New | 4,741 | $221K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -35.2% | 4,730 | $220K |
| PMG Wealth Management, Inc. | 0.16% | No change | 4,728 | $220K |
| Quad-Cities Investment Group, LLC | 0.09% | Add +2.8% | 4,720 | $220K |
| Investment Research Partners LLC | 0.09% | No change | 4,684 | $218K |
| Soros Capital Management LLC | 0.06% | No change | 4,668 | $217K |
| Atlas Brown,Inc. | 0.06% | Reduce -19.8% | 4,666 | $217K |
| Cadence Bank | 0.01% | Add +2.9% | 4,659 | $217K |
| Laurel Oak Wealth Management, LLC | 0.04% | — | 4,654 | $217K |
| Capital Developers, LLC | 0.19% | — | 4,538 | $211K |
| Magnus Financial Group LLC | 0.02% | New | 4,506 | $210K |
| National Bank of Canada | 0.00% | Add +82.6% | 4,462 | $208K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | No change | 4,450 | $207K |
| Magnolia Private Wealth, LLC | 0.14% | Reduce -4.9% | 4,425 | $206K |
| JGP Wealth Management, LLC | 0.02% | No change | 4,408 | $205K |
| Sequent Planning LLC | 0.05% | New | 4,392 | $204K |
| XML Financial, LLC | 0.02% | Add +1.4% | 4,390 | $204K |
| Financial Sense Advisors, Inc. | 0.04% | Reduce -11.8% | 4,365 | $203K |
| Advisors Capital Management, LLC | 0.00% | New | 4,346 | $202K |
| Gilbert & Cook, Inc. | 0.03% | No change | 4,344 | $202K |
| Patten & Patten Inc. | 0.01% | No change | 4,317 | $201K |
| Ehrlich Financial Group | 0.11% | No change | 4,307 | $200K |
| Corsicana & Co. | 0.11% | Reduce -2.5% | 4,275 | $199K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -19.6% | 4,229 | $197K |
| Wells Financial Advisors INC | 0.37% | Reduce -73.5% | 4,220 | $196K |
| Merited Wealth, LLC | 0.17% | — | 3,927 | $183K |
| MidAtlantic Capital Management, Inc. | 0.12% | New | 3,867 | $180K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,697 | $172K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 3,266 | $152K |
| Financial Management Professionals, Inc. | 0.02% | No change | 3,243 | $151K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 3,071 | $143K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -93.0% | 2,900 | $135K |
| Quest 10 Wealth Builders, Inc. | 0.12% | Add +46.5% | 2,817 | $131K |
| Colonial Trust Co / SC | 0.02% | No change | 2,809 | $131K |
| Fifth Third Bancorp | 0.00% | Reduce -27.9% | 2,808 | $131K |
| Finley Financial, LLC | 0.06% | No change | 2,700 | $126K |
| CVA Family Office, LLC | 0.01% | Add +30.6% | 2,675 | $124K |
| Optima Capital LLC | 0.05% | New | 2,603 | $121K |
| Quadrant Capital Group LLC | 0.00% | No change | 2,563 | $119K |
| Lloyd Advisory Services, LLC. | 0.05% | New | 2,530 | $118K |
| Rialto Wealth Management, LLC | 0.03% | Reduce -30.4% | 2,512 | $117K |
| Godfrey Financial Associates, Inc. | 0.10% | — | 2,508 | $117K |
| Key Capital Management, INC | 0.12% | — | 2,507 | $117K |
| Tompkins Financial Corp. | 0.01% | Add +43.2% | 2,484 | $116K |
| New Millennium Group LLC | 0.05% | Reduce -2.0% | 2,344 | $109K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -46.0% | 2,316 | $108K |
| Harbor Investment Advisory, LLC | 0.01% | Add +4.8% | 2,314 | $108K |
| Key Financial Inc | 0.02% | Add +73.8% | 2,313 | $108K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,235 | $104K |
| Thompson Investment Management, Inc. | 0.01% | No change | 2,200 | $102K |
| SHP Wealth Management | 0.01% | — | 1,872 | $87K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,813 | $84K |
| West Paces Advisors Inc. | 0.02% | New | 1,732 | $81K |
| Northwest Capital Management Inc | 0.34% | Reduce -79.3% | 1,710 | $80K |
| GoalVest Advisory LLC | 0.01% | No change | 1,625 | $76K |
| Birchwood Financial Partners, Inc. | 0.07% | — | 1,498 | $70K |
| Bravera Wealth | 0.03% | — | 1,483 | $69K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,474 | $69K |
| SouthState Bank Corp | 0.00% | No change | 1,454 | $68K |
| Anchor Investment Management, LLC | 0.01% | Add +30.5% | 1,451 | $68K |
| Signature Equity Partners, LLC | 0.04% | — | 1,418 | $66K |
| Investors Research Corp | 0.01% | No change | 1,391 | $65K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -41.0% | 1,367 | $64K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 1,334 | $62K |
| Ransom Advisory, Ltd | 0.02% | New | 1,225 | $57K |
| Nemes Rush Group LLC | 0.01% | New | 1,224 | $57K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -17.1% | 1,172 | $55K |
| Compass Financial Services Inc | 0.02% | No change | 1,110 | $52K |
| Franklin Resources Inc. | 0.00% | No change | 1,050 | $49K |
| AlphaCore Capital LLC | 0.00% | No change | 1,029 | $48K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -5.5% | 994 | $46K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 985 | $46K |
| CX Institutional | 0.00% | Add +1.4% | 907 | $42K |
| REAP Financial Group, LLC | 0.01% | Reduce -28.2% | 870 | $40K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Reduce -87.5% | 808 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 797 | $37K |
| First Financial Corp. | 0.01% | No change | 767 | $36K |
| Hurley Capital, LLC | 0.02% | New | 700 | $33K |
| Collier Financial | 0.02% | Add +1.3% | 691 | $32K |
| Chesapeake Asset Management LLC | 0.03% | No change | 686 | $32K |
| CIBC Private Wealth Group LLC | 0.00% | Add +17.8% | 676 | $31K |
| Decker Retirement Planning Inc. | 0.02% | New | 655 | $30K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -86.4% | 650 | $30K |
| McGuire Capital Advisors Inc. | 0.02% | — | 650 | $30K |
| Team Financial Group, LLC | 0.01% | Add +1.4% | 628 | $29K |
| Atomic Invest LLC | 0.02% | — | 608 | $28K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 607 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.0% | 600 | $28K |
| Crewe Advisors LLC | 0.00% | Reduce -90.5% | 491 | $23K |
| Root Financial Partners, LLC | 0.00% | Reduce -59.3% | 489 | $23K |
| Palouse Capital Management, Inc. | 0.01% | New | 477 | $22K |
| Quent Capital, LLC | 0.00% | New | 474 | $22K |
| HM Payson & Co. | 0.00% | No change | 447 | $21K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 441 | $21K |
| Bernard Wealth Management Corp. | 0.01% | No change | 425 | $20K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -64.8% | 373 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 368 | $17K |
| Wolff Wiese Magana LLC | 0.01% | No change | 358 | $17K |
| YANKCOM Partnership | 0.01% | New | 353 | $16K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 350 | $16K |
| Robinswood Financial LLC | 0.01% | Reduce -13.1% | 339 | $16K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 338 | $16K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -6.4% | 335 | $16K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 323 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 312 | $15K |
| Financial Perspectives, Inc | 0.00% | New | 305 | $14K |
| Provident Wealth Management, LLC | 0.00% | Reduce -12.6% | 291 | $14K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 290 | $13K |
| Trust Co | 0.00% | New | 274 | $13K |
| 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 |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 218 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | — | 213 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 207 | $10K |
| Woodside Wealth Management LLC | 0.01% | No change | 203 | $9K |
| Center for Financial Planning, Inc. | 0.00% | New | 199 | $9K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 209 | $9K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -15.8% | 192 | $9K |
| Caldwell Trust Co | 0.00% | No change | 184 | $9K |
| Stephens Consulting, LLC | 0.00% | New | 182 | $8K |
| Bayban | 0.01% | — | 175 | $8K |
| Hantz Financial Services, Inc. | 0.00% | No change | 178 | $8K |
| Copia Wealth Management | 0.01% | No change | 164 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | New | 153 | $7K |
| City Holding Co. | 0.00% | New | 151 | $7K |
| Crews Bank & Trust | 0.00% | No change | 143 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 137 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 129 | $6K |
| Operose Advisors LLC | 0.00% | Reduce -97.5% | 114 | $5K |
| Chelsea Counsel Co. | 0.00% | No change | 109 | $5K |
| Caitlin John, LLC | 0.00% | No change | 108 | $5K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 108 | $5K |
| Planning Project LLC | 0.00% | — | 105 | $5K |
| Realta Investment Advisors | 0.00% | Add +1.0% | 103 | $5K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.1% | 93 | $4K |
| United Financial Planning Group LLC | 0.00% | Reduce -91.3% | 93 | $4K |
| Wiser Advisor Group LLC | 0.00% | Reduce -46.5% | 91 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 91 | $4K |
| Signaturefd, LLC | 0.00% | No change | 85 | $4K |
| BankChampaign, National Association | 0.00% | — | 120 | $3K |
| TD Capital Management LLC | 0.00% | No change | 67 | $3K |
| Barrett & Company, Inc. | 0.00% | New | 59 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.3% | 45 | $2K |
| Alerus Financial NA | 0.00% | Reduce -84.8% | 40 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 40 | $2K |
| Imprint Wealth LLC | 0.01% | Reduce -50.0% | 25 | $1K |
| Archer Investment Corp | 0.00% | No change | 20 | $931 |
| Salomon & Ludwin, LLC | 0.00% | No change | 17 | $792 |
| HighMark Wealth Management LLC | 0.00% | No change | 10 | $476 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 9 | $420 |
| Russell Investments Group, Ltd. | 0.00% | Add +25.0% | 5 | $230 |
| Global Wealth Strategies & Associates | 0.00% | No change | 4 | $186 |
| Essential Partners LLC | 0.00% | No change | 3 | $140 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 2 | $93 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1 | $47 |
| Quaker Wealth Management, LLC | 0.00% | No change | 1 | $47 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $47 |
| FWL Investment Management, LLC | 0.00% | New | 1 | $47 |
| Pillar Financial Advisors, LLC | 0.00% | New | 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.