Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q1 2026 (March 31)844holders
70new positions
59sold out
4famous investors
$45.95avg. 13F price*
At the end of Q1 2026, 844 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, unchanged from Q4 2025. 70 opened new positions and 59 sold out. The largest holders were Envestnet Asset Management Inc. ($6.1B), Jones Financial Companies LLLP ($3.7B) and BlackRock, Inc. ($3.3B). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q1 2026)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $235.7M |
| Exits | 59 | $69.0M |
All 13F filers, Q4 2025 → Q1 2026: 62,972,141 shares bought and 11,263,021 shares sold, net +51,709,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 844 holders
| Envestnet Asset Management Inc. | 1.65% | Add +11.8% | 133,081,202 | $6.1B |
| Jones Financial Companies LLLP | 1.75% | Add +4.0% | 79,586,891 | $3.7B |
| BlackRock, Inc. | 0.06% | Reduce -1.6% | 70,760,965 | $3.3B |
| Wells Fargo & Company | 0.46% | Add +3.4% | 49,562,677 | $2.3B |
| LPL Financial LLC | 0.58% | Add +3.9% | 47,282,506 | $2.2B |
| Northwestern Mutual Wealth Management Co. | 0.86% | Add +6.0% | 30,338,047 | $1.4B |
| Morgan Stanley | 0.07% | Add +5.2% | 25,978,502 | $1.2B |
| Mariner, LLC | 1.02% | Add +17.5% | 18,948,193 | $875.2M |
| JPMorgan Chase & Co. | 0.06% | Add +0.3% | 17,909,534 | $825.6M |
| Cwm, LLC | 2.14% | Add +2.5% | 17,616,671 | $813.7M |
| Envestnet Portfolio Solutions, Inc. | 3.21% | Add +0.6% | 12,537,350 | $579.1M |
| Ameriprise Financial Inc. | 0.12% | Add +3.9% | 11,541,941 | $533.1M |
| Bank of New York Mellon Corp | 0.09% | Add +13.8% | 10,974,170 | $506.9M |
| Cetera Investment Advisers | 0.49% | Add +5.5% | 10,043,013 | $463.9M |
| Park Avenue Securities LLC | 3.23% | Add +4.1% | 8,956,773 | $413.7M |
| Janney Montgomery Scott LLC | 0.88% | Add +8.7% | 7,713,487 | $356.3M |
| Kestra Investment Management, LLC | 6.09% | Add +66.1% | 7,645,647 | $353.2M |
| OneDigital Investment Advisors LLC | 3.43% | Add +10.6% | 7,590,426 | $350.6M |
| MML Investors Services, LLC | 0.93% | Reduce -2.3% | 7,265,228 | $335.6M |
| SigFig Wealth Management, LLC | 7.09% | Add +13.0% | 5,234,998 | $241.8M |
| Johnson Financial Group, Inc. | 8.45% | Add +7027.0% | 5,053,447 | $233.4M |
| Raymond James Financial Inc. | 0.07% | Add +9.1% | 4,938,217 | $228.1M |
| Wealthspire Advisors, LLC | 1.71% | Add +2.4% | 4,727,243 | $218.4M |
| GeoWealth Management, LLC | 7.76% | Add +1.8% | 4,664,293 | $215.4M |
| Royal Bank of Canada | 0.04% | Add +8.2% | 4,298,070 | $198.5M |
| United Capital Financial Advisors, LLC | 1.17% | Add +2.7% | 4,101,187 | $189.5M |
| Foundations Investment Advisors, LLC | 2.16% | Add +12.3% | 3,776,645 | $174.4M |
| Savvy Advisors, Inc. | 4.14% | Add +17.7% | 3,343,314 | $154.4M |
| First Command Advisory Services, Inc. | 0.97% | Add +15.3% | 3,106,970 | $143.5M |
| NewEdge Advisors, LLC | 0.52% | Add +8.9% | 3,087,463 | $142.6M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -5.0% | 2,965,747 | $137.0M |
| Stifel Financial Corp. | 0.12% | Add +7.3% | 2,926,345 | $135.2M |
| Mason & Associates, LLC | 30.64% | Add +2.3% | 2,897,250 | $133.8M |
| UBS Group AG | 0.02% | Reduce -6.6% | 2,817,508 | $130.1M |
| Osaic Holdings, Inc. | 0.19% | Reduce -6.8% | 2,772,218 | $128.1M |
| Sanctuary Advisors, LLC | 0.67% | Add +4.9% | 2,667,710 | $123.2M |
| Bank of America Corp. | 0.01% | Add +3.7% | 2,522,974 | $116.5M |
| JB Capital LLC | 4.69% | Add +5.5% | 2,512,196 | $116.0M |
| Allworth Financial LP | 0.46% | Reduce -1.6% | 2,456,447 | $113.5M |
| Victory Capital Management Inc. | 0.07% | New | 2,397,900 | $110.8M |
| Symmetry Partners, LLC | 5.93% | Add +0.6% | 2,248,840 | $103.9M |
| Farther Finance Advisors, LLC | 0.94% | Add +27.1% | 2,164,194 | $99.7M |
| Assetmark, Inc. | 0.18% | Add +3.7% | 1,864,366 | $86.1M |
| Thrivent Financial for Lutherans | 0.17% | Add +0.3% | 1,863,494 | $86.0M |
| Truist Financial Corp. | 0.11% | Add +6.0% | 1,760,812 | $81.3M |
| Compass Ion Advisors, LLC | 7.73% | Add +4.0% | 1,755,388 | $81.1M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +8.2% | 1,621,133 | $74.9M |
| Sofi Wealth, LLC | 3.46% | Add +28.7% | 1,553,764 | $71.8M |
| Baker Avenue Asset Management, LP | 1.56% | Add +3.5% | 1,481,053 | $68.4M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.0% | 1,455,397 | $67.2M |
| FMR LLC | 0.00% | Add +5.1% | 1,387,165 | $64.1M |
| Affinity Capital Advisors, LLC | 8.85% | Reduce -1.5% | 1,366,932 | $63.1M |
| Focus Partners Wealth | 0.07% | Reduce -16.0% | 1,350,040 | $62.4M |
| Integrated Wealth Concepts LLC | 0.48% | Add +15.8% | 1,307,816 | $60.4M |
| Kestra Advisory Services, LLC | 0.22% | Reduce -2.8% | 1,281,107 | $59.2M |
| Global Strategic Investment Solutions, LLC | 5.75% | Add +3.3% | 1,266,562 | $58.5M |
| McMorgan & Co. LLC | 9.32% | Reduce -22.8% | 1,247,471 | $57.6M |
| &partners | 0.28% | Reduce -5.4% | 1,229,925 | $56.8M |
| NorthRock Partners, LLC | 0.89% | Add +2.5% | 1,191,852 | $55.1M |
| Apella Capital, LLC | 0.78% | Add +35.8% | 1,122,430 | $52.2M |
| UNIVEST FINANCIAL Corp | 2.86% | Add +10.5% | 1,101,390 | $50.9M |
| Avidian Wealth Enterprises, LLC | 1.61% | Add +6.9% | 1,099,709 | $50.8M |
| SteelPeak Wealth, LLC | 1.58% | Reduce -0.2% | 1,090,959 | $50.4M |
| Atria Investments, Inc | 0.55% | Add +3.0% | 1,072,619 | $49.5M |
| Destination Wealth Management | 1.25% | Add +4.0% | 1,044,684 | $48.3M |
| Regions Financial Corp. | 0.31% | Add +6.6% | 1,037,651 | $47.9M |
| CreativeOne Wealth, LLC | 1.10% | Add +5.3% | 1,025,809 | $47.4M |
| Icon Wealth Advisors, LLC | 3.07% | Add +11.3% | 1,026,040 | $47.3M |
| Stash Investments, LLC | 17.71% | Add +4.6% | 988,610 | $45.7M |
| Sharkey, Howes & Javer | 6.12% | Reduce -3.0% | 983,682 | $45.4M |
| Stone House Investment Management, LLC | 8.09% | Add +3.6% | 977,212 | $45.1M |
| Johnson Bixby & Associates, LLC | 5.58% | Add +5.0% | 974,524 | $45.0M |
| Keybank National Association | 0.16% | Add +2.2% | 973,061 | $44.9M |
| Intelligence Driven Advisers, LLC | 7.82% | Reduce -6.8% | 971,550 | $44.9M |
| Spire Wealth Management | 1.38% | Add +93.4% | 878,036 | $40.6M |
| Mgo One Seven LLC | 0.81% | Add +4.7% | 871,594 | $40.3M |
| Integrity Alliance, Llc. | 1.52% | Add +7.6% | 865,259 | $40.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 4.61% | Add +6.4% | 859,131 | $39.7M |
| Composition Wealth, LLC | 0.52% | Add +4.4% | 815,121 | $37.7M |
| Jacobson & Schmitt Advisors, LLC | 6.68% | Add +2.3% | 797,346 | $36.8M |
| Strategic Blueprint, LLC | 2.06% | Add +10.1% | 767,496 | $35.5M |
| JT Stratford LLC | 4.36% | Reduce -10.1% | 738,320 | $34.1M |
| Baird Financial Group, Inc. | 0.05% | Reduce -21.4% | 718,506 | $33.2M |
| Summit Financial, LLC | 0.42% | Add +19.3% | 714,406 | $33.0M |
| ONE Advisory Partners, LLC | 10.12% | Add +5.0% | 711,117 | $32.8M |
| Elevation Wealth Partners, LLC | 11.44% | Add +3.0% | 691,129 | $31.9M |
| Trek Financial, LLC | 1.69% | Add +7.9% | 690,755 | $31.9M |
| Landmark Wealth Management, Inc. | 11.85% | Add +1.9% | 680,126 | $31.4M |
| Perigon Wealth Management, LLC | 0.57% | Add +7.2% | 679,198 | $31.4M |
| Orion Porfolio Solutions, LLC | 0.27% | Reduce -23.2% | 672,959 | $31.1M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +365.1% | 654,806 | $30.2M |
| AE Wealth Management LLC | 0.16% | Add +9.3% | 643,239 | $29.7M |
| Compound Planning, Inc. | 0.90% | Add +10.4% | 633,452 | $29.3M |
| Principal Securities, Inc. | 0.42% | Add +13.1% | 614,297 | $28.4M |
| World Investment Advisors | 0.46% | Add +4.6% | 611,837 | $28.3M |
| Corient Private Wealth LP | 0.04% | Reduce -0.8% | 576,560 | $26.6M |
| Stokes Family Office, LLC | 2.74% | Reduce -8.0% | 574,741 | $26.5M |
| GM Advisory Group, LLC | 1.02% | Reduce -1.3% | 573,367 | $26.5M |
| Horst & Graben Wealth Management LLC | 3.63% | Add +1.9% | 570,855 | $26.4M |
| Brookstone Capital Management | 0.30% | Add +6.7% | 564,166 | $26.1M |
| Wealth Alliance, LLC | 2.56% | Add +17.5% | 562,117 | $26.0M |
| Skyline Advisors, Inc. | 9.00% | Add +11.8% | 558,459 | $25.8M |
| Legacy Financial Group LLC | 3.24% | Add +4.6% | 557,960 | $25.8M |
| PAX Financial Group, LLC | 4.36% | Add +4.0% | 553,788 | $25.6M |
| Modern Wealth Management, LLC | 0.44% | Add +40.3% | 550,514 | $25.4M |
| Cerity Partners LLC | 0.04% | Add +847.2% | 541,480 | $25.0M |
| Diversify Wealth Management, LLC | 0.41% | Add +80.8% | 495,868 | $22.9M |
| Gateway Wealth Partners, LLC | 0.89% | Add +214.8% | 495,031 | $22.9M |
| Regal Investment Advisors LLC | 1.32% | Add +9.8% | 492,806 | $22.8M |
| Keystone Financial Services | 6.68% | Reduce -1.1% | 492,610 | $22.8M |
| Elevated Financial Group LLC | 7.53% | Add +12.4% | 491,327 | $22.7M |
| HighTower Advisors, LLC | 0.02% | Add +11.0% | 487,041 | $22.5M |
| Blue Trust, Inc. | 0.26% | Reduce -0.9% | 483,642 | $22.3M |
| Creative Planning | 0.01% | Add +160.6% | 470,401 | $21.7M |
| Capital Analysts, LLC | 0.56% | Add +18.5% | 462,872 | $21.4M |
| Bay Harbor Wealth Management, LLC | 5.52% | Add +3.0% | 460,907 | $21.3M |
| Frisch Financial Group, Inc. | 4.42% | Add +93.2% | 457,422 | $21.1M |
| KWB Wealth | 2.06% | Reduce -1.9% | 447,733 | $20.8M |
| Invst, LLC | 2.31% | Reduce -2.7% | 441,757 | $20.4M |
| Apeiron RIA LLC | 4.72% | Reduce -2.0% | 440,640 | $20.4M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +28.4% | 437,299 | $20.2M |
| Vestmark Advisory Solutions, Inc. | 0.22% | Add +380.5% | 432,505 | $20.0M |
| U.S. Capital Wealth Advisors, LLC | 0.50% | Add +16.8% | 428,360 | $19.8M |
| West Wealth Group, LLC | 3.91% | Add +6.1% | 428,064 | $19.8M |
| Merit Financial Group, LLC | 0.14% | Reduce -17.6% | 416,141 | $19.2M |
| Bank of Hawaii | 0.99% | Reduce -0.3% | 407,270 | $18.8M |
| Advocacy Wealth Management, LLC | 0.83% | New | 405,887 | $18.7M |
| PFG Advisors | 0.91% | Add +7.7% | 402,930 | $18.6M |
| Shared Vision Wealth Group LLC | 7.47% | Add +0.3% | 396,227 | $18.3M |
| CFS Investment Advisory Services, LLC | 1.19% | Reduce -0.0% | 370,137 | $17.2M |
| True Vision MN LLC | 8.82% | Add +17.3% | 370,169 | $17.1M |
| WCG Wealth Advisors LLC | 0.47% | Reduce -0.7% | 366,023 | $16.9M |
| One Wealth Advisors, LLC | 2.11% | Add +6.6% | 366,019 | $16.9M |
| Arax Advisory Partners | 0.47% | Add +5213.1% | 363,255 | $16.8M |
| 5T Wealth, LLC | 6.58% | Reduce -0.1% | 360,402 | $16.6M |
| Harbour Investments, Inc. | 0.26% | Add +374.5% | 357,978 | $16.5M |
| Valley National Advisers Inc. | 2.12% | Reduce -4.7% | 354,910 | $16.4M |
| Firestone Capital Management | 3.38% | Add +0.7% | 351,784 | $16.2M |
| Private Advisor Group, LLC | 0.08% | Add +7.0% | 350,451 | $16.2M |
| Opes Wealth Management LLC | 2.74% | Reduce -0.1% | 347,461 | $16.0M |
| Forum Private Client Group LLC | 5.33% | Add +3.0% | 346,474 | $16.0M |
| Liberty Wealth Management LLC | 1.98% | Add +4.1% | 342,830 | $15.8M |
| Claro Advisors Inc. | 1.90% | Add +11.5% | 341,084 | $15.8M |
| Summit Wealth Partners, LLC | 2.47% | Add +8.4% | 337,978 | $15.6M |
| Advus Financial Partners, LLC | 3.83% | Reduce -1.1% | 331,404 | $15.3M |
| Hoxton Planning & Management, LLC | 4.58% | Add +6.6% | 330,634 | $15.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -12.0% | 330,604 | $15.3M |
| Sovran Advisors, LLC | 1.19% | Add +19.0% | 328,949 | $15.2M |
| D.A. Davidson & Co. | 0.09% | Reduce -3.1% | 326,201 | $15.1M |
| Elite Financial, Inc. | 6.75% | Add +3.1% | 325,786 | $15.0M |
| Fifth Third Bancorp | 0.03% | Add +11323.0% | 320,758 | $14.8M |
| Lodestar Private Asset Management LLC | 1.44% | Add +8.8% | 317,168 | $14.6M |
| Endeavor Private Wealth, Inc. | 4.09% | Add +14.2% | 309,066 | $14.3M |
| Tiemann Investment Advisors, LLC | 5.47% | Add +2.2% | 301,769 | $13.9M |
| Tanager Wealth Management LLP | 1.35% | Reduce -16.6% | 301,632 | $13.9M |
| SWP Financial LLC | 7.02% | Add +1.6% | 297,936 | $13.8M |
| Ancora Advisors LLC | 0.29% | Add +12.7% | 295,121 | $13.6M |
| Citadel Advisors | 0.01% | New | 293,817 | $13.6M |
| Parr McKnight Wealth Management Group, LLC | 1.74% | Reduce -5.7% | 288,181 | $13.3M |
| WealthShield Partners, LLC | 1.47% | Add +3.3% | 286,289 | $13.2M |
| Ascentis Independent Advisors | 1.00% | Add +473.6% | 285,275 | $13.2M |
| J. Mark Nickell & Co. | 11.53% | Add +10.3% | 276,300 | $12.8M |
| Ewa, LLC | 2.88% | Add +39.5% | 274,812 | $12.7M |
| Simplicity Wealth,LLC | 0.72% | Add +7.3% | 273,987 | $12.7M |
| Atlatl Advisers LLC | 9.17% | Add +29.8% | 267,471 | $12.4M |
| Seeds Investor LLC | 1.68% | New | 265,614 | $12.3M |
| Ashton Thomas Securities, LLC | 1.52% | New | 263,033 | $12.1M |
| Financial Life Advisors | 3.70% | Add +10.6% | 257,190 | $11.9M |
| Armor Investment Advisors, LLC | 4.27% | Reduce -0.1% | 256,431 | $11.8M |
| Resolute Wealth Advisor, Inc. | 6.69% | — | 254,454 | $11.8M |
| Cornerstone Planning Group LLC | 1.56% | Add +30.0% | 253,664 | $11.7M |
| Bensler, LLC | 1.20% | Reduce -21.5% | 252,557 | $11.7M |
| Sagespring Wealth Partners, LLC | 0.21% | Add +90.2% | 252,171 | $11.6M |
| Galvin, Gaustad & Stein, LLC | 0.94% | Add +1.9% | 250,223 | $11.6M |
| TSA Wealth Managment LLC | 3.73% | Add +4.7% | 249,885 | $11.5M |
| Vise Technologies, Inc. | 0.22% | No change | 243,800 | $11.3M |
| Jane Street Group, LLC | 0.01% | New | 239,753 | $11.1M |
| Independent Advisor Alliance | 0.11% | New | 226,826 | $10.5M |
| Client 1ST Advisory Group, LLC | 3.15% | Add +7.9% | 224,008 | $10.3M |
| Arkadios Wealth Advisors | 0.17% | Add +108.5% | 220,994 | $10.2M |
| Apollon Wealth Management, LLC | 0.17% | Add +6.2% | 220,958 | $10.2M |
| Advisory Services Network, LLC | 0.14% | Add +27.6% | 220,956 | $10.2M |
| Csenge Advisory Group | 0.46% | Reduce -2.3% | 219,564 | $10.1M |
| Legacy Wealth Partners, LLC | 2.52% | Add +493.4% | 218,024 | $10.1M |
| Focus Financial Network, Inc. | 0.36% | Add +33.0% | 217,019 | $10.0M |
| Retirement Capital Strategies | 3.73% | Add +5.9% | 213,628 | $9.9M |
| Mosley Wealth Management | 4.43% | Add +0.6% | 209,521 | $9.8M |
| Security Financial Services, INC. | 1.53% | Add +6.5% | 210,078 | $9.7M |
| Betterment LLC | 0.02% | Add +21.4% | 208,442 | $9.6M |
| Twin Peaks Wealth Advisors, LLC | 2.38% | Add +15.7% | 204,563 | $9.4M |
| Heck Capital Advisors, LLC | 0.69% | Add +0.6% | 201,891 | $9.3M |
| Orgel Wealth Management, LLC | 0.20% | Reduce -1.0% | 201,654 | $9.3M |
| Triangle Securities Wealth Management | 2.09% | Add +2.3% | 199,664 | $9.2M |
| New Capital Management LP | 2.21% | Add +4.6% | 193,766 | $9.0M |
| Elevation Point Wealth Partners, LLC | 0.21% | Add +194.1% | 191,834 | $8.9M |
| Veridan Wealth LLC | 3.33% | Reduce -0.0% | 191,178 | $8.8M |
| Mayflower Financial Advisors, LLC | 1.07% | Add +6.2% | 190,828 | $8.8M |
| Barnes Wealth Management Group, Inc | 4.42% | Add +5.9% | 188,532 | $8.7M |
| Kilter Group LLC | 3.70% | Add +5.8% | 185,364 | $8.6M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Add +3.9% | 180,265 | $8.3M |
| One Wealth Capital Management, LLC | 3.61% | Add +1.9% | 178,491 | $8.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.46% | Add +99.4% | 177,350 | $8.2M |
| Kickstand Ventures, Llc. | 1.72% | Add +0.4% | 177,225 | $8.2M |
| Polaris Investment Advisors, LLC | 5.90% | Add +6.3% | 175,109 | $8.1M |
| Pinion Investment Advisors, LLC | 1.83% | Add +31.9% | 169,968 | $7.9M |
| Cypress Wealth Services, LLC | 1.09% | Add +10.6% | 166,786 | $7.7M |
| Quattro Financial Advisors LLC | 2.31% | Add +8.9% | 165,372 | $7.6M |
| Alliance Private Wealth, LLC | 2.72% | Reduce -1.1% | 163,980 | $7.6M |
| Natixis Advisors, LLC | 0.01% | Add +30.2% | 163,206 | $7.5M |
| Trivium Point Advisory, LLC | 1.36% | Reduce -4.1% | 162,529 | $7.5M |
| Centurion Wealth Management LLC | 1.69% | Add +1.9% | 162,024 | $7.5M |
| Royal Fund Management, LLC | 0.70% | Reduce -1.8% | 159,169 | $7.4M |
| Diversified Portfolios, Inc. | 0.60% | Reduce -17.1% | 157,855 | $7.3M |
| Yukon Wealth Management, Inc. | 4.30% | Reduce -0.4% | 156,007 | $7.2M |
| Rothschild Wealth LLC | 0.64% | Add +7.5% | 154,204 | $7.1M |
| HRT Financial LP | 0.02% | New | 152,318 | $7.0M |
| Keebeck Wealth Management | 0.79% | Add +257.3% | 152,297 | $7.0M |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.21% | Add +54.7% | 151,163 | $7.0M |
| J.E. Simmons & Co., P.C. | 4.65% | Add +60.9% | 150,410 | $6.9M |
| Davis Wealth Advisors, LLC | 5.73% | Add +4.1% | 149,223 | $6.9M |
| Sax Wealth Advisors, LLC | 0.33% | No change | 146,234 | $6.8M |
| Independent Financial Group, LLC | 0.15% | Add +3.8% | 143,675 | $6.6M |
| IFP Advisors, Inc | 0.14% | Add +0.7% | 143,299 | $6.6M |
| Integrity Advisory Solutions, LLC | 0.87% | Add +9.6% | 143,159 | $6.6M |
| Randall & Associates Wealth Management | 4.45% | Add +1.4% | 143,071 | $6.6M |
| Snowden Capital Advisors LLC | 0.18% | Add +6.9% | 142,691 | $6.6M |
| SageGuard Financial Group, LLC | 1.01% | Add +149.5% | 141,811 | $6.6M |
| Xena Financial Planning, LLC | 7.27% | Add +11.7% | 139,477 | $6.4M |
| Verus Capital Partners, LLC | 0.44% | Add +0.1% | 137,535 | $6.4M |
| Conscious Wealth Investments, LLC | 3.51% | Reduce -0.0% | 135,754 | $6.3M |
| FFG Retirement Advisors LLC | 3.60% | Reduce -20.9% | 134,011 | $6.2M |
| Milestone Asset Management, LLC | 1.12% | New | 131,069 | $6.1M |
| Eight 31 Financial, LLC | 3.64% | Reduce -0.2% | 130,615 | $6.0M |
| J.M. Arbour, LLC | 5.78% | Add +6.2% | 130,302 | $6.0M |
| Maridea Wealth Management LLC | 0.88% | Add +17.5% | 130,124 | $6.0M |
| Daviman Financial, LLC | 3.55% | Add +3.9% | 129,822 | $6.0M |
| Westside Investment Management, Inc. | 0.92% | Add +2.3% | 129,617 | $6.0M |
| Mutual Advisors, LLC | 0.13% | Reduce -57.6% | 128,675 | $5.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +68.5% | 128,026 | $5.9M |
| BCU Wealth Advisors, LLC | 2.20% | Add +5.5% | 127,618 | $5.9M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -49.3% | 127,214 | $5.9M |
| Vertex Planning Partners, LLC | 1.14% | Add +14.1% | 127,073 | $5.9M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Add +2.4% | 126,653 | $5.8M |
| Portfolio Resources Advisor Group, Inc. | 5.69% | Add +9.1% | 124,072 | $5.7M |
| Alterna Wealth Management, Inc. | 4.25% | Add +52.5% | 121,551 | $5.6M |
| LifePlan Investment Advisors, Inc. | 2.18% | Add +10.3% | 120,199 | $5.6M |
| Forthright Family Wealth Advisory LLC | 3.56% | New | 116,361 | $5.3M |
| Shira Ridge Wealth Management | 2.10% | Add +16.9% | 114,812 | $5.3M |
| Equitable Holdings, Inc. | 0.03% | Add +47.4% | 111,419 | $5.2M |
| RFG Advisory, LLC | 0.10% | Reduce -3.1% | 111,868 | $5.2M |
| Ignite Planners, LLC | 0.79% | Add +4.3% | 109,921 | $5.1M |
| Clear Creek Financial Management, LLC | 0.39% | Add +36.6% | 110,028 | $5.1M |
| Lido Advisors, LLC | 0.02% | Add +86.2% | 104,853 | $4.8M |
| Able Wealth Management LLC | 1.29% | Add +33.8% | 104,718 | $4.8M |
| Park Place Capital Corp | 0.96% | Add +10.9% | 104,054 | $4.8M |
| Forte Asset Management LLC | 2.11% | Reduce -3.9% | 103,947 | $4.8M |
| Swmg, LLC | 1.37% | Reduce -3.8% | 103,610 | $4.8M |
| Continuum Advisory, LLC | 0.46% | Add +5.7% | 102,826 | $4.7M |
| Concorde Asset Management, LLC | 2.32% | Add +1.2% | 102,539 | $4.7M |
| JFS Wealth Advisors, LLC | 0.26% | Add +16773.8% | 101,243 | $4.7M |
| Invesco Ltd. | 0.00% | Reduce -14.5% | 100,367 | $4.6M |
| Capital Investment Management, Inc. | 1.53% | Add +10.5% | 96,144 | $4.4M |
| Chatterton & Associates Inc. | 3.09% | Add +37.2% | 95,098 | $4.4M |
| Redwood Investment Management, LLC | 0.54% | Add +9.5% | 94,878 | $4.4M |
| Venturi Wealth Management, LLC | 0.19% | Reduce -20.5% | 92,725 | $4.3M |
| AQR Capital Management | 0.00% | Add +36.5% | 92,386 | $4.3M |
| Tradition Wealth Management, LLC | 0.30% | Add +2.5% | 91,364 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -9.6% | 90,553 | $4.2M |
| Richard W. Paul & Associates, LLC | 1.39% | Add +11.2% | 89,575 | $4.1M |
| Balance Wealth Partners LLC | 1.28% | Add +65.0% | 89,554 | $4.1M |
| Theory Financial LLC | 1.45% | Add +5.5% | 89,293 | $4.1M |
| B.O.S.S. Retirement Advisors, LLC | 1.25% | Add +3.8% | 88,999 | $4.1M |
| Prospera Financial Services Inc | 0.07% | Add +747.3% | 88,945 | $4.1M |
| Renasant Bank | 2.87% | Add +11.8% | 87,866 | $4.1M |
| First Heartland Consultants, Inc. | 0.31% | Add +1.3% | 86,315 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -75.8% | 86,259 | $4.0M |
| White Lighthouse Investment Management Inc. | 0.55% | Reduce -0.3% | 85,101 | $3.9M |
| CoreCap Advisors, LLC | 0.13% | Add +12.9% | 85,010 | $3.9M |
| Two West Capital Advisors LLC | 2.08% | Add +26.2% | 84,921 | $3.9M |
| BOS Asset Management, LLC | 0.98% | Add +3.8% | 82,755 | $3.8M |
| ASL Financial, LLC | 3.03% | Add +10.4% | 82,188 | $3.8M |
| Waverly Advisors, LLC | 0.03% | Add +9.5% | 81,959 | $3.8M |
| Montecito Bank & Trust | 0.62% | Reduce -4.3% | 81,687 | $3.8M |
| Life Planning Partners, Inc | 2.87% | Reduce -0.2% | 81,398 | $3.8M |
| Pines Wealth Management, LLC | 1.22% | Add +14.5% | 81,340 | $3.8M |
| Genesis Private Wealth, LLC | 1.18% | Reduce -3.2% | 81,159 | $3.7M |
| TMB Capital Partners, LLC | 1.25% | Add +1.9% | 80,238 | $3.7M |
| Centerline Wealth Advisors, LLC | 1.33% | New | 80,066 | $3.7M |
| R. W. Roge & Company, Inc. | 1.75% | Reduce -0.4% | 79,421 | $3.7M |
| KFA Private Wealth Group, LLC | 0.88% | Add +6.9% | 79,337 | $3.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +1166.5% | 78,812 | $3.6M |
| Cassilly Financial Group LLC | 3.10% | Add +3.0% | 77,248 | $3.6M |
| Saxony Capital Management, LLC | 2.07% | New | 77,079 | $3.6M |
| Regimen Wealth, LLC | 1.04% | Reduce -41.9% | 77,064 | $3.6M |
| Align Financial, LLC | 2.02% | Reduce -97.3% | 76,797 | $3.5M |
| Strategy Asset Managers LLC | 0.58% | Add +8.7% | 75,959 | $3.5M |
| Lifelong Wealth Advisors, Inc. | 0.93% | Add +4.5% | 75,687 | $3.5M |
| Sunesis Advisors, LLC | 1.57% | Add +3.5% | 75,024 | $3.5M |
| City National Bank of Florida | 2.06% | Reduce -15.8% | 74,984 | $3.5M |
| Western Wealth Management, LLC | 0.13% | Add +12.7% | 72,177 | $3.3M |
| Range Financial Group LLC | 1.09% | Add +9.2% | 70,505 | $3.3M |
| Secure Asset Management, LLC | 0.51% | Add +16.3% | 70,341 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.02% | New | 70,333 | $3.2M |
| Absolute Capital Management, LLC | 1.07% | Add +29.9% | 69,737 | $3.2M |
| Aspire Private Capital, LLC | 0.73% | Add +8.8% | 69,696 | $3.2M |
| Retirement Wealth Solutions LLC | 1.99% | Add +11.8% | 68,467 | $3.2M |
| Sheridan Capital Management, LLC | 1.66% | Reduce -5.6% | 68,220 | $3.2M |
| EP Wealth Advisors, LLC | 0.02% | Add +8.4% | 67,916 | $3.1M |
| Advyzon Investment Management, LLC | 0.28% | Add +4.5% | 67,596 | $3.1M |
| Arete Wealth Advisors, LLC | 0.23% | Reduce -4.2% | 67,127 | $3.1M |
| Citigroup Inc. | 0.00% | Add +211.8% | 66,721 | $3.1M |
| Moneywise, Inc. | 1.33% | Reduce -9.6% | 65,709 | $3.0M |
| Alternative Investment Advisors, LLC. | 1.34% | Reduce -6.2% | 65,476 | $3.0M |
| Curtis Wealth Management LLC | 2.83% | Add +5.7% | 65,374 | $3.0M |
| FC Advisory LLC | 0.87% | Reduce -0.3% | 64,364 | $3.0M |
| Sound Income Strategies, LLC | 0.14% | Add +6.0% | 64,052 | $3.0M |
| Investment Advisory Group, LLC | 0.74% | Add +1.6% | 63,291 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +21.5% | 62,787 | $2.9M |
| Maia Wealth LLC | 0.49% | Reduce -8.6% | 62,723 | $2.9M |
| Sculati Wealth Management, LLC | 1.07% | Add +37.4% | 62,713 | $2.9M |
| Cornerstone Advisors Asset Management, LLC | 0.44% | No change | 61,680 | $2.8M |
| Firethorn Wealth Partners, LLC | 1.04% | Reduce -1.7% | 61,460 | $2.8M |
| Forefront Wealth Partners, LLC | 1.19% | Reduce -0.3% | 61,337 | $2.8M |
| Seneca Financial Advisors LLC | 0.83% | Add +0.8% | 61,303 | $2.8M |
| HighPoint Advisor Group LLC | 0.12% | Add +5.7% | 60,141 | $2.8M |
| Apollon Financial, LLC | 0.38% | Add +39.1% | 59,318 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +8.9% | 59,160 | $2.7M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -6.8% | 58,955 | $2.7M |
| Professional Financial Advisors, LLC | 0.54% | Add +1083.7% | 57,824 | $2.7M |
| Capital Square, LLC | 1.22% | Add +28.6% | 56,905 | $2.6M |
| Trust Point Inc. | 0.23% | Add +35.6% | 56,865 | $2.6M |
| Gen-Wealth Partners Inc | 0.82% | Add +45.4% | 56,437 | $2.6M |
| WealthPLAN Partners, LLC | 0.50% | Add +2.6% | 56,072 | $2.6M |
| Targeted Financial Services LLC | 2.12% | Add +169.2% | 55,932 | $2.6M |
| Central Pacific Bank - Trust Division | 0.34% | Reduce -83.3% | 55,628 | $2.6M |
| Patriot Investment Management Group, Inc. | 0.16% | Reduce -0.0% | 55,373 | $2.6M |
| Captrust Financial Advisors | 0.00% | Reduce -2.6% | 54,821 | $2.5M |
| Richmond Investment Services, LLC | 0.41% | Add +28.0% | 54,570 | $2.5M |
| Rossby Financial, LCC | 0.53% | Add +6.7% | 54,550 | $2.5M |
| Signal Advisors Wealth, LLC | 0.17% | Add +0.1% | 54,278 | $2.5M |
| Americana Partners, LLC | 0.06% | Add +7.1% | 53,638 | $2.5M |
| Smartleaf Asset Management LLC | 0.09% | Add +15.2% | 53,653 | $2.5M |
| Wealthstar Advisors, LLC | 1.47% | Reduce -0.3% | 53,515 | $2.5M |
| M1 Capital Management LLC | 1.12% | Reduce -23.5% | 52,603 | $2.4M |
| Fifth Third Securities, Inc. | 0.16% | Add +13.9% | 51,955 | $2.4M |
| Tyche Wealth Partners LLC | 0.37% | Reduce -1.2% | 51,822 | $2.4M |
| Archer Investment Management, LLC | 1.00% | Add +32.8% | 51,689 | $2.4M |
| WealthPoint Financial, LLC | 1.99% | Add +3.3% | 51,581 | $2.4M |
| OpenArc Corporate Advisory, LLC | 0.03% | Add +47.4% | 51,496 | $2.4M |
| Argent Trust Co | 0.08% | Add +45.4% | 51,419 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Add +18.2% | 51,317 | $2.4M |
| Sovereign Financial Group, Inc. | 0.41% | Add +3.0% | 50,977 | $2.4M |
| Vision Retirement, LLC | 0.67% | Reduce -15.9% | 50,711 | $2.3M |
| Hopwood Nicholas Hunter | 0.74% | Add +2.5% | 50,145 | $2.3M |
| Capital Asset Managemnet, LLC | 2.61% | Add +2.1% | 50,111 | $2.3M |
| Cape Investment Advisory, Inc. | 0.77% | Add +20.0% | 49,945 | $2.3M |
| Geneos Wealth Management Inc. | 0.05% | Add +11.2% | 49,775 | $2.3M |
| Madson Wealth Advisors Inc | 1.90% | — | 49,442 | $2.3M |
| Private Trust Co. NA | 0.20% | Add +0.4% | 48,797 | $2.3M |
| Sigma Planning Corp | 0.06% | Add +3.7% | 48,736 | $2.3M |
| Columbus Macro, LLC | 0.24% | Add +0.2% | 48,731 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +53.8% | 48,393 | $2.2M |
| XY Planning Network, Inc. | 0.36% | Add +15.6% | 48,347 | $2.2M |
| M Holdings Securities, Inc. | 0.15% | Add +3.9% | 47,767 | $2.2M |
| Bush Investment Group, LLC | 1.19% | Add +7.2% | 47,230 | $2.2M |
| Ascentis Wealth Management, LLC | 0.46% | Add +32.8% | 46,967 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +14.8% | 46,405 | $2.1M |
| W Advisors, LLC | 1.08% | Add +8.5% | 45,639 | $2.1M |
| Triad Wealth Partners, LLC | 0.17% | Add +4.9% | 45,216 | $2.1M |
| Cary Street Partners Investment Advisory LLC | 0.53% | Add +5.5% | 45,037 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +8.2% | 44,926 | $2.1M |
| Transcend Capital Advisors, LLC | 0.17% | Add +10.4% | 44,652 | $2.1M |
| Hamrick Investment Counsel, llc | 1.13% | Reduce -4.3% | 44,000 | $2.0M |
| Maripau Wealth Management LLC | 0.89% | Reduce -0.7% | 43,832 | $2.0M |
| Hoese & Co LLP | 1.48% | Reduce -29.6% | 43,259 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +5.3% | 43,118 | $2.0M |
| Tempus Wealth Planning, LLC | 0.46% | Add +10.8% | 43,092 | $2.0M |
| Transamerica Financial Advisors, LLC | 0.17% | Add +31.1% | 42,897 | $2.0M |
| Inspire Advisors, LLC | 0.16% | Add +194.9% | 42,337 | $2.0M |
| Leavell Investment Management, Inc. | 0.08% | Add +11.2% | 42,136 | $1.9M |
| Kovack Advisors, Inc. | 0.10% | Reduce -2.4% | 41,864 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +8.3% | 41,658 | $1.9M |
| VestGen Advisors, LLC | 0.05% | Add +779.5% | 41,697 | $1.9M |
| Brookwood Investment Group LLC | 0.24% | Add +88.5% | 41,313 | $1.9M |
| EFG International AG | 0.04% | New | 41,166 | $1.9M |
| LPWM LLC | 0.46% | Add +0.2% | 39,105 | $1.8M |
| Visionary Horizons, LLC | 0.88% | Add +13.5% | 38,828 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +16.7% | 38,778 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Reduce -31.9% | 38,152 | $1.8M |
| Creative Financial Designs Inc. | 0.10% | Add +5.5% | 37,254 | $1.7M |
| Legacy Edge Advisors, LLC | 0.18% | Add +17.7% | 37,073 | $1.7M |
| VestGen Investment Management | 0.94% | Add +0.7% | 37,042 | $1.7M |
| Resurgent Financial Advisors LLC | 0.61% | Add +3.4% | 36,148 | $1.7M |
| Hobbs Wealth Management, LLC | 1.63% | Add +23.2% | 35,764 | $1.7M |
| Cooper Financial Group | 0.17% | Reduce -11.4% | 35,498 | $1.6M |
| LCW Services, LLC | 0.81% | Reduce -48.1% | 35,276 | $1.6M |
| Blalock Williams, LLC | 1.25% | Add +22.4% | 35,027 | $1.6M |
| Arwa LLC | 0.79% | New | 34,429 | $1.6M |
| CAP Partners, LLC | 0.89% | Reduce -0.7% | 33,952 | $1.6M |
| Clearstead Advisors, LLC | 0.01% | Reduce -8.3% | 33,781 | $1.6M |
| World Equity Group, Inc. | 0.40% | Add +7.6% | 33,773 | $1.6M |
| Sutton Place Investors LLC | 0.85% | Add +6.4% | 33,688 | $1.6M |
| Fiscal Wisdom Wealth Management, LLC | 1.49% | Add +27.2% | 33,612 | $1.6M |
| Spectrum Planning & Advisory Services Inc. | 0.76% | Reduce -4.4% | 33,189 | $1.5M |
| Vested Financial Planning, LLC | 1.17% | Add +20.5% | 33,153 | $1.5M |
| RDA Financial Network | 0.38% | Add +8.0% | 33,096 | $1.5M |
| Merkkuri Wealth Advisors LLC | 1.00% | Add +0.0% | 32,687 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -2.1% | 32,673 | $1.5M |
| Quotient Wealth Partners, LLC | 0.04% | Reduce -4.1% | 32,422 | $1.5M |
| Argent Advisors, Inc. | 0.40% | Reduce -5.2% | 32,087 | $1.5M |
| Old North State Trust, LLC | 0.88% | Reduce -28.1% | 32,015 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -65.1% | 31,831 | $1.5M |
| Keyvantage Wealth, LLC | 0.64% | Reduce -13.4% | 31,511 | $1.5M |
| FWG Investments, LLC. | 0.92% | Add +38.2% | 31,384 | $1.4M |
| Linscomb Wealth, Inc. | 0.06% | Reduce -0.2% | 31,163 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -3.2% | 31,102 | $1.4M |
| BridgePort Financial Solutions, LLC | 0.41% | Reduce -1.3% | 30,930 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.07% | New | 30,884 | $1.4M |
| Latitude Advisors, LLC | 0.64% | Add +4.5% | 30,417 | $1.4M |
| Foster Group, Inc. | 0.04% | Reduce -0.2% | 30,137 | $1.4M |
| Mather Group, Llc. | 0.01% | Add +108.1% | 30,131 | $1.4M |
| WBH Advisory Inc. | 0.10% | Reduce -1.7% | 29,929 | $1.4M |
| Beacon Financial Advisory LLC | 0.31% | Add +4.1% | 29,801 | $1.4M |
| Hershey Financial Advisers, LLC | 1.18% | Add +25.0% | 29,677 | $1.4M |
| Klaas Financial Asset Advisors, LLC | 0.19% | Reduce -3.9% | 29,562 | $1.4M |
| Two Sigma Securities, LLC | 0.16% | Reduce -72.9% | 29,539 | $1.4M |
| LongView Wealth Management | 0.34% | Add +2.4% | 29,271 | $1.4M |
| Kelly Financial Services LLC | 0.33% | Reduce -0.8% | 29,230 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -98.1% | 29,073 | $1.3M |
| Farrell Financial LLC | 0.79% | Reduce -4.7% | 28,572 | $1.3M |
| MSH Capital Advisors LLC | 0.27% | Add +2.5% | 27,938 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +14.8% | 27,923 | $1.3M |
| RCS Financial Planning, LLC | 0.67% | Reduce -77.6% | 27,868 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.65% | Add +2.4% | 27,233 | $1.3M |
| Nwam LLC | 0.07% | Add +22.8% | 26,696 | $1.2M |
| Aprio Wealth Management, LLC | 0.07% | Reduce -10.2% | 26,503 | $1.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.37% | Reduce -8.2% | 26,435 | $1.2M |
| Blue Capital, Inc. | 0.79% | Reduce -4.5% | 26,087 | $1.2M |
| Keystone Wealth Services, LLC | 0.26% | Add +15.5% | 25,844 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +1.4% | 25,825 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.31% | Add +1.0% | 25,750 | $1.2M |
| KERR FINANCIAL PLANNING Corp | 0.84% | Add +11.1% | 25,552 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +2.4% | 25,493 | $1.2M |
| Marino, Stram & Associates LLC | 0.21% | Add +2.6% | 25,292 | $1.2M |
| Golden State Wealth Management, LLC | 0.13% | Add +75.0% | 24,981 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Reduce -1.7% | 24,900 | $1.2M |
| 17 Capital Partners, LLC | 0.59% | Add +83.3% | 24,854 | $1.1M |
| Phillips Financial Management, LLC | 0.08% | Reduce -3.6% | 24,631 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.13% | Reduce -0.9% | 24,554 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Add +4.0% | 24,421 | $1.1M |
| Joule Financial, LLC | 0.33% | New | 24,260 | $1.1M |
| RCW Management, LLC | 1.15% | Add +3.9% | 24,213 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Add +2.3% | 24,178 | $1.1M |
| Catalina Capital Group, LLC | 0.68% | Add +5.4% | 24,130 | $1.1M |
| Asempa Wealth Advisors | 0.97% | Add +6.9% | 24,176 | $1.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0.35% | Add +2.0% | 23,974 | $1.1M |
| Heritage Family Offices, LLP | 0.49% | Add +8.8% | 23,886 | $1.1M |
| Northstar Financial Companies, Inc. | 0.88% | Add +331.5% | 23,884 | $1.1M |
| LiftPoint Family Wealth Advisors LLC | 0.90% | Add +3.3% | 23,566 | $1.1M |
| Wealthgarden F.S. LLC | 0.74% | Add +19.9% | 23,477 | $1.1M |
| Detalus Advisors, LLC | 0.25% | Add +11.9% | 23,474 | $1.1M |
| MN Wealth Advisors, LLC | 0.53% | Reduce -1.9% | 23,411 | $1.1M |
| Morris Financial Concepts, Inc. | 0.36% | Add +2.5% | 23,081 | $1.1M |
| Richardson Financial Services Inc. | 0.66% | Add +2.2% | 22,910 | $1.1M |
| Cahill Financial Advisors Inc. | 0.11% | Add +0.1% | 22,827 | $1.1M |
| LexAurum Advisors, LLC | 0.14% | — | 22,501 | $1.0M |
| Sovereign Investment Advisors, LLC | 0.22% | Add +23.1% | 22,236 | $1.0M |
| Magnolia Capital Advisors LLC | 0.20% | New | 22,092 | $1.0M |
| Windward Private Wealth Management Inc. | 0.35% | Reduce -2.7% | 22,071 | $1.0M |
| Balefire, LLC | 0.19% | Add +352.8% | 21,995 | $1.0M |
| Alta Wealth Advisors LLC | 0.33% | Add +149.3% | 21,798 | $1.0M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +3490.9% | 3,392,517 | $1.0M |
| Stephens Inc. | 0.01% | Reduce -20.6% | 21,705 | $1.0M |
| GWN Securities Inc. | 0.19% | Add +18.0% | 21,506 | $993K |
| Petros Family Wealth, LLC | 0.70% | Reduce -8.9% | 21,282 | $983K |
| IHT Wealth Management, LLC | 0.02% | Add +73.3% | 21,276 | $983K |
| Eq LLC | 0.28% | Add +1.8% | 21,256 | $982K |
| Parkway Wealth Management Group, LLC | 0.12% | Add +22.1% | 21,138 | $979K |
| WealthTrak Capital Management LLC | 0.70% | Add +4.0% | 21,142 | $977K |
| Meridian Wealth Partners, LLC | 0.13% | Reduce -1.6% | 21,057 | $973K |
| Payne Capital LLC | 0.89% | No change | 21,054 | $972K |
| Northland Securities, Inc. | 0.93% | Add +21.4% | 21,052 | $972K |
| Northern Trust Corp. | 0.00% | Add +235.6% | 20,886 | $965K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -12.6% | 20,666 | $955K |
| Twelve Points Wealth Management LLC | 0.21% | Reduce -0.5% | 20,578 | $950K |
| Stirlingshire Investments, Inc. | 0.83% | Reduce -1.7% | 20,437 | $945K |
| SageView Advisory Group, LLC | 0.03% | Reduce -83.6% | 20,223 | $934K |
| Insight Wealth Partners, LLC | 0.38% | Add +8.1% | 20,212 | $934K |
| Lifeworks Advisors, LLC | 0.12% | Add +3.7% | 20,211 | $934K |
| Quartz Partners, LLC | 0.36% | Reduce -18.1% | 20,108 | $929K |
| Kelly Financial Group LLC | 0.23% | Add +7.9% | 19,900 | $919K |
| Bleakley Financial Group, LLC | 0.01% | New | 19,885 | $918K |
| Tsfg, LLC | 0.14% | Reduce -0.3% | 19,876 | $918K |
| Acorn Creek Capital LLC | 0.33% | Add +0.4% | 19,818 | $915K |
| NBT Bank, N.A. | 0.06% | Add +41161.7% | 19,393 | $896K |
| Elevation Wealth Management LLC | 0.82% | Add +0.5% | 19,363 | $894K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +25.4% | 19,202 | $887K |
| Cresset Asset Management, LLC | 0.00% | Reduce -29.2% | 19,160 | $885K |
| Accurate Wealth Management, LLC | 0.10% | Add +2.4% | 18,854 | $872K |
| Aviance Capital Partners, LLC | 0.10% | New | 18,876 | $872K |
| Caliber Wealth Management, LLC / KS | 0.10% | Reduce -9.5% | 18,795 | $868K |
| Sowell Financial Services LLC | 0.03% | Reduce -10.9% | 18,788 | $868K |
| Wealth Group Ltd | 0.20% | Reduce -4.0% | 18,756 | $866K |
| Perennial Investment Advisors, LLC | 0.07% | Add +2.2% | 18,667 | $862K |
| Essential Planning, LLC. | 0.27% | No change | 18,663 | $862K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.06% | Add +8.6% | 18,345 | $847K |
| Silverleafe Capital Partners, LLC | 0.25% | Add +0.7% | 18,304 | $845K |
| Lockerman Financial Group, Inc. | 1.48% | Add +50.3% | 17,798 | $822K |
| Oxinas Partners, LLC | 0.37% | Add +154.4% | 17,543 | $810K |
| Oregon Pacific Wealth Management, LLC | 0.84% | Add +12.0% | 17,430 | $805K |
| Aspiriant, LLC | 0.02% | Add +20.1% | 16,839 | $778K |
| Appleton Partners Inc. | 0.05% | Add +0.1% | 16,690 | $771K |
| Lansing Street Advisors | 0.19% | Add +5.7% | 16,686 | $771K |
| Hill Island Financial LLC | 0.18% | Add +1.7% | 16,448 | $760K |
| Oppenheimer & Co. Inc. | 0.01% | Add +49.4% | 16,337 | $755K |
| Prosperity Consulting Group, LLC | 0.03% | Add +5.2% | 16,296 | $753K |
| Ascent Group, LLC | 0.03% | Add +0.5% | 16,251 | $751K |
| MCF Advisors LLC | 0.03% | Reduce -15.7% | 16,115 | $744K |
| Fortis Capital Advisors, LLC | 0.10% | Reduce -18.7% | 15,890 | $734K |
| Belpointe Asset Management LLC | 0.03% | Reduce -18.7% | 15,890 | $734K |
| Keenan, LLC | 0.61% | Reduce -39.3% | 15,763 | $728K |
| Novus Advisors, LLC | 1.61% | Add +0.9% | 15,618 | $721K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +9.3% | 15,504 | $716K |
| GC Wealth Management RIA, LLC | 0.03% | Add +36.2% | 15,468 | $714K |
| Gotham Asset Management | 0.00% | Add +5.6% | 15,309 | $707K |
| Raleigh Capital Management Inc. | 0.24% | Add +7.8% | 15,309 | $707K |
| PFG Investments, LLC | 0.03% | Add +28.6% | 15,122 | $698K |
| HUB Investment Partners, LLC | 0.02% | Reduce -11.6% | 15,095 | $697K |
| Avantra Family Wealth, Inc. | 0.52% | Reduce -3.0% | 15,091 | $697K |
| Davidson Trust Co. | 0.30% | No change | 15,071 | $696K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -0.4% | 14,378 | $664K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +4.4% | 14,241 | $658K |
| International Assets Investment Management, LLC | 0.05% | Add +91.6% | 14,222 | $656K |
| FLP Wealth Management, LLC | 1.33% | Add +6.0% | 13,998 | $647K |
| Pinnacle Family Advisors, LLC | 0.30% | Add +6.3% | 13,699 | $633K |
| Tarbox Family Office, Inc. | 0.10% | Reduce -0.7% | 13,523 | $625K |
| Schmidt P J Investment Management Inc. | 0.10% | Reduce -8.3% | 13,437 | $621K |
| CFO4Life Group, LLC | 0.09% | Reduce -1.2% | 13,418 | $620K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +21.8% | 13,407 | $619K |
| River's Edge Wealth Management, LLC | 0.58% | Reduce -5.8% | 13,265 | $615K |
| Scarborough Advisors, LLC | 0.07% | Reduce -17.1% | 13,189 | $609K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +89.9% | 13,123 | $606K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.5% | 13,096 | $605K |
| Glenview Trust Co | 0.01% | New | 13,013 | $601K |
| GatePass Capital, LLC | 0.30% | Reduce -12.9% | 13,007 | $601K |
| Evergreen Capital Management LLC | 0.01% | No change | 12,989 | $600K |
| Semus Wealth Partners LLC | 0.33% | Add +0.0% | 12,863 | $594K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -7.7% | 12,786 | $591K |
| Valpey Financial Services, LLC | 0.38% | Reduce -7.9% | 12,702 | $587K |
| Capital Advisor Network LLC | 0.82% | — | 12,692 | $586K |
| Roger Wittlin Investment Advisory, LLC | 0.47% | Add +0.7% | 12,534 | $579K |
| Empirical Asset Management, LLC | 0.15% | Add +6.6% | 12,533 | $579K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -89.3% | 12,331 | $570K |
| Cadia Private Client LLC | 0.46% | No change | 12,322 | $569K |
| Aegis Wealth Management, Inc. | 0.45% | Add +5.3% | 12,293 | $568K |
| Davidson Investment Advisors | 0.02% | Add +1.4% | 12,003 | $554K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +2.3% | 11,847 | $548K |
| Precision Wealth Strategies, LLC | 0.18% | Reduce -4.6% | 11,830 | $546K |
| TrueWealth Advisors, LLC | 0.14% | Reduce -4.2% | 11,795 | $545K |
| Fulcrum Equity Management | 0.53% | Add +1.3% | 11,735 | $542K |
| Lane Brothers & Co. Inc. | 0.39% | Reduce -0.5% | 11,677 | $539K |
| Ameriflex Group, Inc. | 0.27% | Add +12.7% | 11,567 | $534K |
| LifeGoal Investments, LLC | 0.31% | Reduce -13.1% | 11,591 | $534K |
| Flagstar Securities, Inc. | 0.19% | Reduce -1.3% | 11,564 | $534K |
| PKS Advisory Services, LLC | 0.12% | Add +19.2% | 11,562 | $534K |
| Bank of Montreal | 0.00% | Reduce -2.4% | 11,358 | $525K |
| PUREfi Wealth, LLC | 0.34% | Add +64.0% | 11,110 | $513K |
| Shepherd Street Advisors LLC | 0.50% | Add +32.6% | 11,069 | $511K |
| Coordinated Financial Services, Inc. | 0.30% | Add +1.8% | 11,039 | $510K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 10,893 | $503K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.4% | 10,882 | $503K |
| Emergent Wealth Advisors, LLC | 0.29% | Reduce -78.8% | 10,735 | $496K |
| Brand Asset Management Group, Inc. | 0.13% | Add +41.2% | 10,636 | $491K |
| Midwest Trust Co | 0.01% | Add +25.8% | 10,609 | $490K |
| Sfmg, LLC | 0.03% | Add +2.7% | 10,454 | $483K |
| Western Financial Corp | 0.19% | Reduce -0.6% | 10,397 | $480K |
| Fiduciary Trust Co | 0.01% | Reduce -1.4% | 10,317 | $477K |
| Ethos Capital Management, Inc. | 0.40% | Reduce -21.9% | 10,175 | $470K |
| Uptick Partners, LLC | 0.09% | Reduce -30.2% | 10,162 | $469K |
| Ridgeline Wealth, LLC | 0.33% | Reduce -0.0% | 10,010 | $462K |
| Lloyd Advisory Services, LLC. | 0.13% | Add +294.8% | 9,989 | $461K |
| Kingdom Financial Group LLC. | 0.13% | Reduce -3.9% | 9,989 | $461K |
| Sanchez Gaunt Capital Management, LLC | 0.28% | — | 9,609 | $444K |
| Interchange Capital Partners, LLC | 0.14% | Add +53.5% | 9,509 | $438K |
| Cogent Private Wealth, Inc. | 0.31% | Add +2.9% | 9,416 | $435K |
| Evolution Wealth Management Inc. | 0.32% | Reduce -0.5% | 9,358 | $432K |
| New Republic Capital, LLC | 0.14% | Add +2.2% | 9,285 | $429K |
| A4 Wealth Advisors LLC | 0.35% | Add +0.1% | 9,225 | $426K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.4% | 9,012 | $416K |
| Wellington-Altus USA Inc. | 0.24% | New | 8,920 | $412K |
| Strategic Financial Services, Inc. | 0.02% | New | 8,812 | $407K |
| Genesis Wealth Advisors, LLC | 0.27% | Add +2.0% | 8,700 | $402K |
| TD Private Client Wealth LLC | 0.01% | Reduce -14.5% | 8,675 | $401K |
| Spinnaker Trust | 0.02% | No change | 8,593 | $397K |
| Keystone Financial Group | 0.03% | Add +16.8% | 8,575 | $396K |
| Lee Johnson Capital Management, LLC | 0.14% | New | 8,565 | $396K |
| TFB Advisors LLC | 0.21% | Reduce -21.6% | 8,539 | $394K |
| Family Capital Trust Co | 0.14% | No change | 8,502 | $393K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -9.0% | 8,448 | $390K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 8,395 | $388K |
| Financial Partners Group, Inc | 0.05% | Add +1.6% | 8,370 | $387K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +74.3% | 8,329 | $385K |
| CBM Financial, LLC | 0.24% | Add +8.4% | 8,241 | $383K |
| Talisman Wealth Advisors LLC | 0.31% | Add +54.6% | 7,908 | $383K |
| TCP Asset Management, LLC | 0.05% | Add +4.7% | 8,185 | $378K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.5% | 8,148 | $376K |
| Howe & Rusling Inc. | 0.02% | Reduce -3.6% | 8,029 | $371K |
| Madison Wealth Partners, Inc | 0.06% | Add +0.3% | 8,026 | $371K |
| Asset One Wealth Management LLC | 0.04% | Reduce -8.5% | 7,816 | $362K |
| Kathmere Capital Management, LLC | 0.02% | Add +0.7% | 7,829 | $362K |
| Commerce Bank | 0.00% | Add +51.2% | 7,798 | $360K |
| SC&H Financial Advisors, Inc. | 0.05% | Add +0.2% | 7,742 | $358K |
| Global Financial Private Client, LLC | 0.12% | Add +5.0% | 7,722 | $357K |
| Choreo, LLC | 0.00% | Add +0.5% | 7,710 | $356K |
| Next Level Private LLC | 0.08% | New | 7,705 | $356K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 7,663 | $354K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -9.8% | 7,626 | $352K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.3% | 7,624 | $352K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | No change | 7,613 | $352K |
| Advisor OS, LLC | 0.03% | New | 7,583 | $350K |
| Plan Group Financial, LLC | 0.08% | New | 7,583 | $350K |
| Centennial Advisors, LLC | 0.45% | Add +32.5% | 7,575 | $350K |
| Unique Wealth, LLC | 0.05% | New | 7,533 | $348K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +0.9% | 7,433 | $343K |
| City State Bank | 0.09% | Reduce -1.2% | 7,384 | $341K |
| Novem Group | 0.04% | Add +3.3% | 7,274 | $336K |
| Trilogy Capital Inc. | 0.01% | Add +2.5% | 7,143 | $330K |
| Independent Wealth Network Inc. | 0.10% | Add +0.5% | 7,052 | $326K |
| Atwater Malick LLC | 0.09% | New | 7,033 | $325K |
| ETF Store, Inc. | 0.32% | Add +2.8% | 7,031 | $325K |
| Fisher Asset Management | 0.00% | Reduce -6.0% | 7,022 | $324K |
| Vermillion & White Wealth Management Group, LLC | 0.19% | No change | 7,005 | $324K |
| Pacific Financial Group Inc. | 0.17% | Add +19.2% | 6,977 | $322K |
| Torrey-Payne Wealth Management, LLC | 0.30% | No change | 6,976 | $322K |
| Orcam Financial Group | 0.23% | New | 6,943 | $321K |
| Valtrion Capital Management, LLC | 0.30% | Add +2.4% | 6,917 | $320K |
| Flagship Private Wealth, LLC | 0.13% | Add +0.0% | 6,897 | $319K |
| Tennessee Valley Asset Management Partners | 0.04% | Add +17.6% | 6,875 | $318K |
| Lanark Financial, Inc. | 0.02% | Add +1.0% | 6,835 | $316K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,833 | $316K |
| Proactive Wealth Strategies LLC | 0.06% | New | 6,786 | $313K |
| HB Wealth Management, LLC | 0.00% | Add +0.2% | 6,756 | $312K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -55.2% | 6,676 | $308K |
| NewEdge Wealth, LLC | 0.00% | Add +26.3% | 6,636 | $307K |
| Fermata Advisors, LLC | 0.07% | Add +27.0% | 6,622 | $306K |
| BAM Wealth Management, LLC | 0.23% | Reduce -10.6% | 6,610 | $305K |
| 180 Wealth Advisors, LLC | 0.03% | Add +7.7% | 6,527 | $301K |
| Arlington Trust Co LLC | 0.03% | No change | 6,492 | $300K |
| Axis Wealth Partners, LLC | 0.16% | Add +12.7% | 6,436 | $297K |
| Soros Capital Management LLC | 0.13% | Add +37.9% | 6,436 | $297K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 6,376 | $295K |
| Facet Wealth, Inc. | 0.01% | Add +28.7% | 6,231 | $288K |
| Strathmore Capital Advisors, Inc. | 0.08% | New | 6,188 | $287K |
| Bellwether Advisors, LLC | 0.05% | Add +0.9% | 6,161 | $285K |
| Liberty Square Wealth Partners LLC | 0.08% | Reduce -32.0% | 6,127 | $283K |
| Beacon Financial Group | 0.03% | Add +3.9% | 5,993 | $277K |
| HORAN Wealth, LLC | 0.03% | No change | 5,882 | $274K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +5.7% | 5,923 | $274K |
| Town Capital LLC | 0.22% | Reduce -78.1% | 5,915 | $273K |
| Apex Wealth Management, LLC | 0.19% | Reduce -11.6% | 5,898 | $272K |
| Merited Wealth, LLC | 0.23% | Add +49.8% | 5,882 | $272K |
| BDFS Capital LLC | 0.13% | Add +9.2% | 5,879 | $272K |
| Sequent Planning LLC | 0.06% | Add +32.3% | 5,811 | $268K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -1.8% | 5,792 | $268K |
| Noesis Capital Mangement Corp. | 0.04% | New | 5,789 | $267K |
| Riverbend Wealth Management, LLC | 0.16% | Add +1.7% | 5,727 | $265K |
| Pointe Capital Management LLC | 0.13% | No change | 5,710 | $264K |
| Total Investment Management Inc. | 0.03% | No change | 5,699 | $263K |
| Impact Capital Partners LLC | 0.08% | Add +1.9% | 5,642 | $261K |
| Cibc World Market Inc. | 0.00% | New | 5,637 | $260K |
| Winter & Associates, Inc. | 0.23% | Reduce -4.3% | 5,590 | $258K |
| Huntington National Bank | 0.00% | New | 5,549 | $256K |
| Founders Financial Alliance, LLC | 0.05% | Add +30.2% | 5,508 | $254K |
| Darden Wealth Group Inc | 0.13% | Reduce -5.3% | 5,491 | $254K |
| Successful Portfolios LLC | 0.14% | No change | 5,491 | $254K |
| MAI Capital Management | 0.00% | Reduce -19.4% | 5,423 | $251K |
| Fortune Financial Advisors, LLC | 0.13% | New | 5,402 | $250K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +0.1% | 5,370 | $248K |
| PSI Advisors, LLC | 0.06% | New | 5,353 | $247K |
| AMG National Trust Bank | 0.01% | New | 5,321 | $246K |
| MidAtlantic Capital Management, Inc. | 0.17% | Add +36.5% | 5,280 | $244K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 5,211 | $241K |
| Willis Johnson & Associates, Inc. | 0.01% | New | 5,192 | $240K |
| Brio Consultants, LLC | 0.03% | Reduce -9.9% | 5,186 | $239K |
| Atlas Brown,Inc. | 0.07% | Add +10.5% | 5,155 | $238K |
| SMART Wealth LLC | 0.07% | New | 5,114 | $236K |
| Members Trust Co | 0.01% | No change | 5,100 | $236K |
| Quad-Cities Investment Group, LLC | 0.09% | Add +5.7% | 4,988 | $230K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -48.8% | 4,980 | $230K |
| Altiora Financial Group, LLC | 0.04% | No change | 4,964 | $229K |
| Key Capital Management, INC | 0.15% | Add +97.5% | 4,952 | $229K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.4% | 4,877 | $225K |
| Acorn Financial Advisory Services Inc. | 0.03% | Reduce -28.0% | 4,869 | $225K |
| United Community Bank | 0.07% | New | 4,866 | $225K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | New | 4,755 | $220K |
| Investment Research Partners LLC | 0.09% | No change | 4,684 | $216K |
| Avail Investment Partners, LLC | 0.23% | — | 4,684 | $216K |
| Sei Investments Co. | 0.00% | Reduce -48.0% | 4,650 | $215K |
| Blackston Financial Advisory Group, LLC | 0.13% | New | 4,639 | $214K |
| Old Mission Capital LLC | 0.01% | Reduce -83.8% | 4,629 | $214K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -4.2% | 4,589 | $212K |
| Bison Wealth, LLC | 0.02% | Reduce -12.8% | 4,608 | $212K |
| Corsicana & Co. | 0.13% | Add +7.3% | 4,587 | $211K |
| Bridgewealth Advisory Group, LLC | 0.04% | Reduce -39.8% | 4,564 | $211K |
| Capital Developers, LLC | 0.19% | No change | 4,538 | $210K |
| Citrine Capital LLC | 0.09% | New | 4,517 | $209K |
| DecisionMap Wealth Management, LLC | 0.14% | Reduce -11.8% | 4,516 | $209K |
| Magnolia Private Wealth, LLC | 0.14% | Add +1.8% | 4,504 | $208K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -5.4% | 4,476 | $207K |
| Triton Financial Group Inc | 0.36% | New | 4,425 | $205K |
| StoneX Group Inc. | 0.01% | Reduce -56.3% | 4,422 | $204K |
| XML Financial, LLC | 0.02% | Add +0.7% | 4,420 | $204K |
| Serenity Investment Advisors | 0.10% | New | 4,439 | $204K |
| National Bank of Canada | 0.00% | Reduce -1.7% | 4,387 | $203K |
| Financial Sense Advisors, Inc. | 0.05% | Add +0.0% | 4,366 | $202K |
| Gilbert & Cook, Inc. | 0.03% | No change | 4,344 | $201K |
| Destiny Wealth Partners, LLC | 0.02% | Reduce -8.6% | 4,341 | $201K |
| Tucker Asset Management LLC | 0.06% | Reduce -33.7% | 4,045 | $187K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +78.6% | 3,992 | $184K |
| Wellington Grp LLC | 0.06% | New | 3,928 | $181K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -64.3% | 3,866 | $179K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.2% | 3,704 | $171K |
| MeadowBrook Investment Advisors LLC | 0.14% | No change | 3,266 | $151K |
| Financial Management Professionals, Inc. | 0.02% | No change | 3,243 | $150K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 3,071 | $142K |
| Thompson Investment Management, Inc. | 0.02% | Add +34.0% | 2,947 | $136K |
| Quest 10 Wealth Builders, Inc. | 0.12% | Add +2.8% | 2,895 | $134K |
| Colonial Trust Co / SC | 0.02% | No change | 2,809 | $130K |
| Key Financial Inc | 0.02% | Add +19.7% | 2,768 | $128K |
| Finley Financial, LLC | 0.06% | No change | 2,700 | $125K |
| CVA Family Office, LLC | 0.01% | No change | 2,675 | $124K |
| Rialto Wealth Management, LLC | 0.03% | Add +2.6% | 2,578 | $119K |
| Quadrant Capital Group LLC | 0.00% | No change | 2,563 | $118K |
| Godfrey Financial Associates, Inc. | 0.10% | No change | 2,508 | $116K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -16.0% | 2,437 | $113K |
| Wells Financial Advisors INC | 0.51% | Reduce -42.6% | 2,420 | $112K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +2.8% | 2,380 | $110K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -5.0% | 2,199 | $102K |
| MidFirst Bank | 0.01% | New | 2,126 | $98K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,942 | $90K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 1,813 | $84K |
| Tompkins Financial Corp. | 0.01% | Reduce -30.1% | 1,735 | $80K |
| West Paces Advisors Inc. | 0.02% | No change | 1,732 | $80K |
| AlphaCore Capital LLC | 0.00% | Add +65.4% | 1,702 | $79K |
| Dunhill Financial, LLC | 0.02% | New | 1,595 | $74K |
| Birchwood Financial Partners, Inc. | 0.07% | No change | 1,498 | $69K |
| Signature Equity Partners, LLC | 0.04% | Add +5.4% | 1,495 | $69K |
| Bravera Wealth | 0.03% | No change | 1,483 | $69K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,474 | $68K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +2.7% | 1,404 | $65K |
| Investors Research Corp | 0.01% | No change | 1,391 | $64K |
| SouthState Bank Corp | 0.00% | Reduce -5.4% | 1,375 | $64K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 1,334 | $62K |
| Nemes Rush Group LLC | 0.01% | No change | 1,224 | $57K |
| Franklin Resources Inc. | 0.00% | Add +12.0% | 1,176 | $54K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,172 | $54K |
| SHP Wealth Management | 0.00% | Reduce -38.3% | 1,155 | $53K |
| Anchor Investment Management, LLC | 0.00% | Reduce -23.4% | 1,112 | $51K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 985 | $45K |
| Financial Freedom, LLC | 0.02% | New | 966 | $45K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -5.2% | 942 | $44K |
| Vanguard Advisers Inc. | 0.00% | — | 915 | $42K |
| Advocate Investing Services LLC | 0.04% | New | 911 | $42K |
| REAP Financial Group, LLC | 0.01% | No change | 870 | $40K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 808 | $37K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 797 | $37K |
| Salem Investment Counselors Inc. | 0.00% | New | 793 | $37K |
| First Financial Corp. | 0.01% | No change | 767 | $35K |
| Collier Financial | 0.02% | Add +0.9% | 697 | $32K |
| Chesapeake Asset Management LLC | 0.03% | No change | 686 | $32K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -0.1% | 649 | $30K |
| Team Financial Group, LLC | 0.01% | Add +0.8% | 633 | $29K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 607 | $28K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 607 | $28K |
| Pinney & Scofield, Inc. | 0.01% | New | 593 | $27K |
| McGuire Capital Advisors Inc. | 0.02% | Reduce -13.1% | 565 | $26K |
| Southern Michigan Bank & Trust | 0.01% | — | 500 | $23K |
| Crewe Advisors LLC | 0.00% | No change | 491 | $23K |
| Root Financial Partners, LLC | 0.00% | No change | 489 | $23K |
| Burkett Financial Services, LLC | 0.01% | New | 485 | $22K |
| HM Payson & Co. | 0.00% | No change | 447 | $21K |
| Evermay Wealth Management LLC | 0.00% | New | 444 | $21K |
| Bernard Wealth Management Corp. | 0.01% | No change | 425 | $20K |
| Hilton Head Capital Partners, LLC | 0.01% | Reduce -8.4% | 404 | $19K |
| Valued Wealth Advisors LLC | 0.01% | No change | 373 | $17K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +15.2% | 372 | $17K |
| YANKCOM Partnership | 0.01% | No change | 353 | $16K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 350 | $16K |
| Robinswood Financial LLC | 0.00% | No change | 339 | $16K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 338 | $16K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -5.9% | 337 | $16K |
| HFM Investment Advisors, LLC | 0.01% | Reduce -0.3% | 334 | $15K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 331 | $15K |
| True Link Financial Advisors, LLC | 0.00% | New | 319 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 312 | $14K |
| Financial Perspectives, Inc | 0.00% | Add +0.7% | 307 | $14K |
| Provident Wealth Management, LLC | 0.00% | No change | 291 | $13K |
| Trust Co | 0.00% | Add +0.4% | 275 | $13K |
| WFA of San Diego, LLC | 0.01% | No change | 245 | $11K |
| Legacy Wealth Managment, LLC | 0.01% | Add +53.6% | 235 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $11K |
| Gilpin Wealth Management, LLC | 0.01% | Add +4.2% | 222 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 207 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 192 | $9K |
| Caldwell Trust Co | 0.00% | No change | 184 | $8K |
| Bayban | 0.01% | No change | 175 | $8K |
| Tidemark, LLC | 0.00% | New | 153 | $7K |
| City Holding Co. | 0.00% | No change | 151 | $7K |
| Eastern Bank | 0.00% | New | 150 | $7K |
| Copia Wealth Management | 0.00% | Reduce -10.4% | 147 | $7K |
| UMB Bank, n.a. | 0.00% | New | 146 | $7K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -28.1% | 143 | $7K |
| Crews Bank & Trust | 0.00% | No change | 143 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 137 | $6K |
| Rachor Investment Advisory Services, LLC | 0.00% | New | 137 | $6K |
| EPG Wealth Management LLC | 0.00% | Reduce -5.4% | 122 | $6K |
| 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 |
| Realta Investment Advisors | 0.00% | Add +1.0% | 104 | $5K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.1% | 94 | $4K |
| United Financial Planning Group LLC | 0.00% | No change | 93 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 91 | $4K |
| Signaturefd, LLC | 0.00% | No change | 85 | $4K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -75.9% | 70 | $3K |
| TD Capital Management LLC | 0.00% | No change | 67 | $3K |
| Clark Wealth Partners | 0.00% | New | 56 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.4% | 50 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 45 | $2K |
| Alerus Financial NA | 0.00% | No change | 40 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 40 | $2K |
| Burk Holdings LLC | 0.00% | New | 38 | $2K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 26 | $1K |
| Imprint Wealth LLC | 0.01% | No change | 25 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -93.3% | 12 | $1K |
| Archer Investment Corp | 0.00% | No change | 20 | $924 |
| Salomon & Ludwin, LLC | 0.00% | No change | 17 | $785 |
| Game Plan Financial Advisors, LLC | 0.00% | New | 15 | $693 |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 9 | $416 |
| Russell Investments Group, Ltd. | 0.00% | No change | 5 | $228 |
| Global Wealth Strategies & Associates | 0.00% | No change | 4 | $185 |
| Essential Partners LLC | 0.00% | No change | 3 | $139 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $47 |
| Bessemer Group Inc. | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is IUSB's weight in each manager's 13F, not the share of Ishr CR Unvrse Usd BD ETF-Ui the manager owns.