iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q1 2024 (March 31)640holders
1famous investor
$118.19avg. 13F price*
At the end of Q1 2024, 640 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings. The largest holders were Bank of America Corp. ($4.3B), LPL Financial LLC ($1.6B) and Morgan Stanley ($1.3B). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares Core S&P U.S. Growth
- CUSIP
- 464287671
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $89.7M |
| Exits | 32 | $40.3M |
Ownership 640 holders
| Bank of America Corp. | 0.42% | Add +0.3% | 36,344,844 | $4.3B |
| LPL Financial LLC | 0.89% | Reduce -1.1% | 14,064,998 | $1.6B |
| Morgan Stanley | 0.11% | Add +2.0% | 11,515,758 | $1.3B |
| Jones Financial Companies LLLP | 1.11% | Reduce -3.3% | 6,942,333 | $813.7M |
| JPMorgan Chase & Co. | 0.02% | Add +1.0% | 2,149,910 | $252.0M |
| Envestnet Asset Management Inc. | 0.08% | Add +47.7% | 1,929,119 | $226.1M |
| Blue Trust, Inc. | 2.42% | Add +0.8% | 1,463,021 | $171.5M |
| Commonwealth Equity Services, LLC | 0.26% | Add +3.4% | 1,317,572 | $154.4M |
| UBS Group AG | 0.05% | Add +0.6% | 1,297,238 | $152.0M |
| Spire Wealth Management | 2.31% | Reduce -1.5% | 152,932 | $125.5M |
| Wells Fargo & Company | 0.03% | Reduce -19.1% | 995,884 | $116.7M |
| Facet Wealth, Inc. | 3.84% | Add +5.8% | 970,736 | $113.7M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -0.8% | 845,045 | $99.0M |
| FMR LLC | 0.01% | Reduce -0.5% | 728,179 | $85.5M |
| Royal Bank of Canada | 0.02% | Reduce -0.1% | 706,350 | $82.8M |
| HighTower Advisors, LLC | 0.12% | Add +1.1% | 641,259 | $75.2M |
| Raymond James & Associates | 0.05% | Reduce -19.1% | 630,549 | $73.9M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +4.1% | 622,180 | $72.9M |
| Bank of New York Mellon Corp | 0.01% | Add +6933.6% | 608,896 | $71.4M |
| Benjamin F. Edwards & Company, Inc. | 1.27% | Reduce -0.4% | 596,250 | $69.9M |
| Ameriprise Financial Inc. | 0.02% | Add +6.6% | 557,457 | $65.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.3% | 531,715 | $62.3M |
| Legacy Financial Group LLC | 10.80% | Add +1539.2% | 455,135 | $53.3M |
| Corient Private Wealth LP | 0.09% | Add +3.4% | 451,482 | $52.9M |
| Tennessee Valley Asset Management Partners | 10.97% | Add +1.9% | 387,013 | $45.4M |
| Allworth Financial LP | 0.32% | Reduce -2.6% | 381,890 | $44.8M |
| Cetera Investment Advisers | 0.10% | Add +564.8% | 365,085 | $42.8M |
| BlackRock Inc. | 0.00% | Reduce -16.1% | 347,612 | $40.7M |
| Madison Wealth Partners, Inc | 14.51% | Add +0.5% | 342,335 | $40.1M |
| Tanglewood Legacy Advisors, LLC | 18.11% | Add +2.4% | 313,710 | $36.8M |
| Osaic Holdings, Inc. | 0.08% | Add +2.0% | 310,994 | $36.5M |
| Doliver Advisors, LP | 9.54% | Reduce -14.2% | 289,201 | $33.9M |
| FIL Ltd | 0.03% | New | 288,401 | $33.9M |
| Sandy Spring Bank | 1.48% | Reduce -3.7% | 276,530 | $32.4M |
| Cardinal Strategic Wealth Guidance | 11.95% | Add +6.0% | 271,189 | $31.8M |
| Veracity Capital LLC | 12.29% | Reduce -0.8% | 269,854 | $31.6M |
| Charles Schwab Trust Co | 2.98% | Reduce -3.8% | 269,030 | $31.5M |
| DDFG, Inc | 9.85% | Reduce -2.8% | 264,630 | $31.0M |
| Alliancebernstein L.P. | 0.01% | Add +5.5% | 251,574 | $29.5M |
| CX Institutional | 1.40% | Add +45.9% | 246,943 | $28.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -27.3% | 246,598 | $28.9M |
| Hilltop Wealth Advisors, LLC | 14.68% | Reduce -0.6% | 244,944 | $28.7M |
| Equitable Holdings, Inc. | 0.32% | Reduce -0.7% | 243,687 | $28.6M |
| Modera Wealth Management, LLC | 0.42% | Reduce -0.6% | 232,553 | $27.3M |
| Merit Financial Group, LLC | 0.65% | Add +4491.3% | 235,716 | $27.2M |
| Natixis Advisors, LLC | 0.06% | Add +18.8% | 225,424 | $26.4M |
| MML Investors Services, LLC | 0.11% | Add +49.4% | 223,299 | $26.2M |
| Strategies Wealth Advisors, LLC | 4.00% | Reduce -5.6% | 221,741 | $26.0M |
| Kestra Advisory Services, LLC | 0.17% | Add +95.0% | 219,370 | $25.7M |
| Focus Partners Wealth | 0.20% | Add +14.2% | 211,126 | $24.7M |
| Howe & Rusling Inc. | 2.34% | Add +9.6% | 208,197 | $24.4M |
| Edge Capital Group, LLC | 1.19% | Add +3.0% | 203,968 | $23.9M |
| ForthRight Wealth Management, LLC | 8.54% | Reduce -0.9% | 203,043 | $23.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -3.7% | 198,511 | $23.3M |
| Avantax Advisory Services, Inc. | 0.21% | Reduce -0.0% | 197,416 | $23.1M |
| Blair William & Co. | 0.07% | Reduce -3.1% | 192,264 | $22.5M |
| Coho Partners, Ltd. | 0.53% | Add +29.0% | 185,275 | $21.7M |
| Mascoma Wealth Management LLC | 6.09% | Reduce -5.8% | 182,538 | $21.4M |
| Private Advisor Group, LLC | 0.15% | Add +0.6% | 181,420 | $21.3M |
| Cutler Investment Counsel LLC | 2.70% | Add +7.8% | 171,820 | $20.1M |
| Roberts Financial Services LLC | 4.09% | Reduce -7.0% | 170,864 | $20.0M |
| Integrated Wealth Concepts LLC | 0.28% | Add +2.1% | 162,133 | $19.0M |
| Savant Capital, LLC | 0.21% | Reduce -8.3% | 156,568 | $18.4M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -6.1% | 139,370 | $16.3M |
| Aspen Wealth Management LLC | 6.17% | Add +5.6% | 136,423 | $16.0M |
| Win Advisors, Inc. | 7.02% | New | 136,001 | $15.9M |
| Petix & Botte Co | 3.92% | Reduce -50.1% | 134,707 | $15.8M |
| Hudock, Inc. | 3.46% | Reduce -1.2% | 134,067 | $15.7M |
| Amplius Wealth Advisors, LLC | 1.65% | Reduce -6.1% | 125,588 | $14.7M |
| Financial Advocates Investment Management | 0.84% | Add +2.3% | 122,178 | $14.5M |
| Stifel Financial Corp. | 0.02% | Reduce -15.3% | 121,396 | $14.2M |
| Principal Securities, Inc. | 0.43% | Add +5.6% | 118,840 | $13.9M |
| Elevation Wealth Partners, LLC | 6.91% | Add +9.3% | 118,344 | $13.8M |
| Truist Financial Corp. | 0.02% | Reduce -30.5% | 114,696 | $13.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +3.2% | 110,747 | $13.0M |
| Canvas Wealth Advisors, LLC | 4.26% | Reduce -8.4% | 112,263 | $12.7M |
| Birchcreek Wealth Management, LLC | 6.59% | Add +1.3% | 106,909 | $12.5M |
| Captrust Financial Advisors | 0.05% | Reduce -6.6% | 106,794 | $12.5M |
| Richard W. Paul & Associates, LLC | 4.84% | Reduce -2.0% | 103,382 | $12.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -60.6% | 102,448 | $12.0M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -9.2% | 102,296 | $12.0M |
| Vantage Financial Partners, LLC | 3.21% | Add +2.8% | 101,916 | $11.9M |
| NBT Bank, N.A. | 0.87% | Add +13.7% | 101,424 | $11.9M |
| NorthStar Asset Management LLC | 8.83% | Add +7.1% | 99,462 | $11.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +54.0% | 98,475 | $11.5M |
| Ironwood Wealth Management, Inc. | 6.02% | Reduce -0.9% | 97,531 | $11.5M |
| PCA Investment Advisory Services Inc. | 6.37% | Add +3.5% | 96,651 | $11.3M |
| Financial Council, LLC | 6.42% | Reduce -1.9% | 92,593 | $10.9M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -2.3% | 89,921 | $10.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +13.3% | 84,952 | $10.0M |
| Concurrent Investment Advisors, LLC | 0.40% | Add +23.3% | 84,900 | $10.0M |
| Founders Financial Securities LLC | 1.04% | Add +3.6% | 84,207 | $9.9M |
| Atria Investments, Inc | 0.13% | Add +34.6% | 83,266 | $9.8M |
| Horizon Investments, LLC | 0.26% | Add +3.5% | 83,151 | $9.7M |
| Global Strategic Investment Solutions, LLC | 1.14% | Reduce -0.4% | 83,080 | $9.7M |
| Brio Consultants, LLC | 1.63% | Reduce -4.3% | 82,718 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.22% | Reduce -25.9% | 81,981 | $9.6M |
| Gallagher Fiduciary Advisors, LLC | 0.34% | Add +9.2% | 80,861 | $9.5M |
| Wealth Quarterback LLC | 5.17% | Add +47.2% | 78,911 | $9.2M |
| M&T Bank Corp | 0.03% | Reduce -30.8% | 78,840 | $9.2M |
| Goldstone Financial Group, LLC | 2.07% | Add +5.0% | 76,890 | $9.0M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +1.6% | 76,046 | $8.9M |
| GDS Wealth Management | 1.03% | Add +18.1% | 75,372 | $8.8M |
| Quent Capital, LLC | 1.01% | Add +1.4% | 73,384 | $8.6M |
| Marshall Wace, LLP | 0.01% | New | 69,839 | $8.2M |
| Cosner Financial Group, LLC | 5.79% | Reduce -0.2% | 68,967 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +14.1% | 67,926 | $8.0M |
| Perigon Wealth Management, LLC | 0.24% | Reduce -5.4% | 66,627 | $7.8M |
| 1900 Wealth Management LLC | 0.70% | Reduce -4.4% | 65,683 | $7.7M |
| IHT Wealth Management, LLC | 0.31% | Reduce -2.8% | 65,022 | $7.6M |
| Rooted Wealth Advisors, Inc. | 3.70% | Add +2.0% | 64,426 | $7.5M |
| Comerica Bank | 0.03% | Reduce -19.6% | 63,106 | $7.4M |
| Bank of Montreal | 0.00% | Add +1.9% | 62,730 | $7.4M |
| Creative Planning | 0.01% | Add +0.9% | 62,682 | $7.3M |
| Motive Wealth Advisors | 4.39% | Add +116.9% | 61,863 | $7.3M |
| Cresset Asset Management, LLC | 0.03% | Add +36.1% | 58,661 | $6.9M |
| Stevens Capital Partners | 4.01% | Add +25.8% | 57,449 | $6.7M |
| BOS Asset Management, LLC | 3.35% | New | 54,447 | $6.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +54.2% | 52,640 | $6.2M |
| Westwood Holdings Group Inc. | 0.05% | Reduce -0.6% | 52,539 | $6.2M |
| Spectrum Wealth Advisory Group, LLC | 7.00% | Reduce -0.2% | 51,904 | $6.1M |
| Phoenix Wealth Advisors | 3.70% | Reduce -18.4% | 51,858 | $6.1M |
| Lincoln National Corp. | 0.09% | Add +77.2% | 51,842 | $6.1M |
| Thoroughbred Financial Services, LLC | 0.57% | Reduce -32.5% | 50,639 | $5.9M |
| Global Retirement Partners, LLC | 0.22% | Reduce -3.4% | 49,565 | $5.8M |
| Mariner, LLC | 0.01% | Reduce -8.7% | 49,344 | $5.8M |
| Main Street Financial Solutions, LLC | 0.60% | New | 48,130 | $5.6M |
| Coldstream Capital Management Inc. | 0.14% | Reduce -2.1% | 47,678 | $5.6M |
| Foundry Financial Group, Inc. | 3.74% | Add +8.8% | 44,693 | $5.2M |
| Integrated Advisors Network LLC | 0.26% | Add +8.4% | 43,734 | $5.1M |
| Assetmark, Inc. | 0.02% | Add +5859.2% | 43,085 | $5.0M |
| Lido Advisors, LLC | 0.04% | Reduce -0.5% | 41,654 | $4.9M |
| Valmark Advisers, Inc. | 0.08% | Reduce -2.2% | 41,514 | $4.9M |
| First Heartland Consultants, Inc. | 0.48% | Reduce -0.1% | 39,629 | $4.6M |
| Colorado Capital Management, Inc. | 2.59% | Add +2.2% | 38,191 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.7% | 38,146 | $4.5M |
| US Bancorp \de | 0.01% | Reduce -4.7% | 37,709 | $4.4M |
| Windward Private Wealth Management Inc. | 1.78% | Reduce -5.7% | 37,084 | $4.3M |
| Able Wealth Management LLC | 3.77% | Add +1.9% | 36,828 | $4.3M |
| RFG Advisory, LLC | 0.15% | Add +19.7% | 36,780 | $4.3M |
| Cwm, LLC | 0.02% | Add +4.5% | 35,915 | $4.2M |
| Investment Advisory Services Inc. /TX | 1.50% | Add +1.5% | 34,858 | $4.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -36.9% | 34,600 | $4.1M |
| Old Mission Investment Co LLC | 1.32% | Reduce -0.0% | 33,791 | $4.0M |
| Stonebridge Financial Planning Group, LLC | 2.08% | Reduce -4.3% | 33,535 | $3.9M |
| MIdWestOne Financial Group, Inc. | 0.70% | Reduce -32.0% | 33,165 | $3.9M |
| TD Private Client Wealth LLC | 0.13% | Add +16.2% | 32,842 | $3.8M |
| Cornerstone Advisory, LLC | 0.55% | Add +20.5% | 32,786 | $3.8M |
| Monument Capital Management | 1.09% | Reduce -81.0% | 32,414 | $3.8M |
| Parsons Capital Management Inc. | 0.26% | Add +1.3% | 32,188 | $3.8M |
| McDonald Partners LLC | 1.03% | No change | 32,000 | $3.8M |
| Watchman Group, Inc. | 1.12% | Add +4.8% | 31,642 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -1.5% | 31,052 | $3.6M |
| Transatlantique Private Wealth LLC | 1.57% | Add +5.8% | 30,714 | $3.6M |
| Legacy Advisory Services, LLC | 3.37% | Reduce -1.6% | 30,386 | $3.6M |
| Ameritas Advisory Services, LLC | 0.14% | Add +159.5% | 30,324 | $3.5M |
| Neumann Capital Management, LLC | 1.24% | Reduce -3.6% | 29,700 | $3.5M |
| Capital Investment Advisory Services, LLC | 0.37% | Reduce -17.2% | 29,550 | $3.5M |
| Tiaa Trust, National Association | 0.01% | Reduce -0.5% | 29,514 | $3.5M |
| Kingsview Wealth Management, LLC | 0.09% | Add +65.7% | 28,954 | $3.4M |
| SageView Advisory Group, LLC | 0.17% | Add +787.5% | 55,683 | $3.4M |
| Csenge Advisory Group | 0.19% | Add +9.3% | 28,816 | $3.4M |
| Western Wealth Management, LLC | 0.26% | Reduce -6.1% | 28,674 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 28,619 | $3.4M |
| IFG Advisory, LLC | 0.25% | Add +83.1% | 28,494 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.11% | Reduce -2.0% | 28,452 | $3.3M |
| Aspiriant, LLC | 0.14% | No change | 28,242 | $3.3M |
| Greenline Partners, LLC | 0.52% | No change | 27,574 | $3.2M |
| Signal Advisors Wealth, LLC | 0.79% | Reduce -3.5% | 27,283 | $3.2M |
| Private Trust Co. NA | 0.34% | Reduce -6.8% | 27,203 | $3.2M |
| Foguth Wealth Management, LLC. | 1.69% | — | 26,972 | $3.2M |
| Flagship Private Wealth, LLC | 2.00% | Add +7.3% | 26,458 | $3.1M |
| Bailard, Inc. | 0.09% | Reduce -36.2% | 26,293 | $3.1M |
| Columbus Macro, LLC | 1.17% | Add +1.6% | 26,260 | $3.1M |
| JMG Financial Group, Ltd. | 0.12% | Reduce -10.8% | 26,181 | $3.1M |
| NewEdge Advisors, LLC | 0.03% | Add +27.6% | 25,876 | $3.0M |
| Benedetti & Gucer, Inc. | 1.50% | Add +1.2% | 25,682 | $3.0M |
| Vident Advisory, LLC | 0.06% | Add +19.1% | 25,269 | $3.0M |
| Hollencrest Capital Management | 0.13% | No change | 24,795 | $2.9M |
| Garde Capital, Inc. | 0.20% | Reduce -1.1% | 24,588 | $2.9M |
| HB Wealth Management, LLC | 0.04% | Reduce -0.1% | 24,562 | $2.9M |
| Seven Springs Wealth Group, LLC | 1.13% | Add +0.3% | 24,444 | $2.9M |
| CENTRAL TRUST Co | 0.07% | Add +0.7% | 24,158 | $2.8M |
| WealthShield Partners, LLC | 0.44% | Reduce -24.1% | 23,318 | $2.7M |
| Planning Directions Inc. | 1.90% | Reduce -2.0% | 23,292 | $2.7M |
| Independent Financial Group, LLC | 0.12% | Reduce -0.2% | 23,145 | $2.7M |
| Essex Financial Services, Inc. | 0.25% | Reduce -1.5% | 22,687 | $2.7M |
| William Howard & Co Financial Advisors Inc | 2.48% | — | 22,566 | $2.6M |
| Prudential Financial Inc. | 0.00% | Add +18.7% | 22,502 | $2.6M |
| Omega Financial Group, LLC | 1.08% | Add +0.0% | 22,480 | $2.6M |
| Endowment Wealth Management, Inc. | 1.93% | Add +141.2% | 21,995 | $2.6M |
| Citigroup Inc. | 0.00% | Add +334.0% | 21,977 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Add +0.8% | 21,220 | $2.5M |
| Evoke Wealth, LLC | 0.07% | Add +723.6% | 21,167 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.3% | 21,101 | $2.5M |
| Stokes Family Office, LLC | 0.30% | Add +0.1% | 20,729 | $2.4M |
| Financial Counselors Inc. | 0.04% | Reduce -0.2% | 20,565 | $2.4M |
| Good Life Advisors, LLC | 0.21% | Reduce -12.0% | 20,041 | $2.3M |
| Legacy Private Trust Co. | 0.17% | No change | 19,300 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.5% | 19,244 | $2.3M |
| Traveka Wealth, LLC | 1.04% | Add +1.0% | 19,160 | $2.2M |
| Northern Trust Corp. | 0.00% | Add +2.2% | 18,939 | $2.2M |
| Peninsula Wealth, LLC | 0.44% | New | 18,927 | $2.2M |
| TriaGen Wealth Management LLC | 0.92% | Reduce -2.5% | 18,894 | $2.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.88% | Reduce -3.1% | 18,819 | $2.2M |
| Riverbridge Partners LLC | 0.03% | Reduce -35.1% | 18,399 | $2.2M |
| Sowell Financial Services LLC | 0.10% | Add +0.3% | 18,353 | $2.2M |
| ICA Group Wealth Management, LLC | 0.43% | Reduce -7.3% | 18,214 | $2.1M |
| Knightsbridge Asset Management, LLC | 0.61% | No change | 20,425 | $2.1M |
| Quantinno Capital Management LP | 0.05% | No change | 18,024 | $2.1M |
| Caprock Group, LLC | 0.12% | No change | 17,355 | $2.0M |
| Sovereign Financial Group, Inc. | 0.53% | Reduce -0.1% | 17,133 | $2.0M |
| Jamison Private Wealth Management, Inc. | 0.33% | Add +1.4% | 16,817 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +4.0% | 16,664 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +1171.6% | 16,277 | $1.9M |
| Chicago Partners Investment Group LLC | 0.08% | Add +0.3% | 16,643 | $1.9M |
| Provenance Wealth Advisors, LLC | 0.26% | Reduce -4.5% | 15,936 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +29.3% | 15,815 | $1.9M |
| Ackerman Capital Advisors, LLC | 0.51% | No change | 15,750 | $1.8M |
| Prospera Financial Services Inc | 0.05% | Reduce -4.3% | 15,461 | $1.8M |
| Cahill Financial Advisors Inc. | 0.24% | Add +2.5% | 15,235 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +2.5% | 12,540 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -11.9% | 14,493 | $1.7M |
| PFG Advisors | 0.12% | Reduce -2.8% | 14,435 | $1.7M |
| Family Firm, Inc. | 0.41% | Reduce -0.3% | 14,389 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.33% | Reduce -1.6% | 14,009 | $1.6M |
| Gotham Asset Management | 0.02% | New | 13,950 | $1.6M |
| Sterling Investment Counsel, LLC | 0.74% | Reduce -3.0% | 13,744 | $1.6M |
| Litman Gregory Wealth Management LLC | 0.14% | Add +4.2% | 13,314 | $1.6M |
| EP Wealth Advisors, LLC | 0.02% | Add +7.6% | 13,140 | $1.5M |
| Certuity, LLC | 0.14% | No change | 13,056 | $1.5M |
| Becker Capital Management Inc. | 0.05% | Reduce -4.0% | 12,969 | $1.5M |
| Brighton Jones LLC | 0.05% | Add +0.1% | 12,487 | $1.5M |
| DHK Financial Advisors, Inc. | 1.03% | Reduce -8.6% | 12,448 | $1.5M |
| Transcend Capital Advisors, LLC | 0.12% | Add +5.8% | 12,368 | $1.4M |
| Clarius Group, LLC | 0.10% | Reduce -25.9% | 12,300 | $1.4M |
| Clearstead Advisors, LLC | 0.07% | No change | 12,209 | $1.4M |
| Cim, LLC | 0.22% | Reduce -6.0% | 12,219 | $1.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.54% | Reduce -3.6% | 11,879 | $1.4M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -22.1% | 11,665 | $1.4M |
| Uptick Partners, LLC | 1.04% | Reduce -11.1% | 11,619 | $1.4M |
| Darden Wealth Group Inc | 1.07% | Add +1.4% | 11,561 | $1.4M |
| Farther Finance Advisors, LLC | 0.08% | Add +2.5% | 11,203 | $1.3M |
| Nikulski Financial, Inc. | 0.44% | Reduce -1.5% | 11,194 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +28.6% | 10,897 | $1.3M |
| Sweeney & Michel, LLC | 0.56% | — | 10,627 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.0% | 10,619 | $1.2M |
| Benchmark Financial Wealth Advisors, LLC | 0.47% | Reduce -0.4% | 10,460 | $1.2M |
| Keystone Financial Group | 0.18% | Add +0.3% | 10,361 | $1.2M |
| Quadrature Capital Ltd | 0.02% | New | 10,360 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +199.7% | 10,349 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.3% | 10,339 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.3% | 10,339 | $1.2M |
| Hubbell Strickland Wealth Management, LLC | 0.61% | Add +0.2% | 10,205 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Add +11.6% | 10,179 | $1.2M |
| American State Bank (Iowa) | 0.80% | Add +0.6% | 10,179 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.9% | 10,059 | $1.2M |
| Coordinated Financial Services, Inc. | 1.03% | — | 9,884 | $1.2M |
| Commerce Bank | 0.01% | Reduce -11.2% | 9,851 | $1.2M |
| Meridian Wealth Management, LLC | 0.19% | Reduce -6.8% | 9,544 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +32.2% | 9,521 | $1.1M |
| Robinson Smith Wealth Advisors LLC | 1.07% | No change | 9,515 | $1.1M |
| Presilium Private Wealth, LLC | 0.29% | Reduce -9.3% | 9,420 | $1.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.46% | Reduce -8.2% | 9,784 | $1.1M |
| SVB Wealth LLC | 0.02% | Reduce -1.5% | 9,333 | $1.1M |
| Symphony Financial, Ltd. Co. | 0.25% | Reduce -79.4% | 9,258 | $1.1M |
| GSG Advisors LLC | 0.40% | Add +16.3% | 9,231 | $1.1M |
| Trilogy Capital Inc. | 0.06% | Reduce -2.1% | 9,048 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Reduce -10.8% | 9,047 | $1.1M |
| Wealth Management Partners, LLC | 0.53% | Add +0.1% | 8,960 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.39% | Reduce -2.3% | 8,906 | $1.0M |
| YHB Investment Advisors, Inc. | 0.09% | Add +2.7% | 8,807 | $1.0M |
| Burns Matteson Capital Management, LLC | 0.66% | Reduce -4.5% | 8,735 | $1.0M |
| VAUGHAN & Co SECURITIES, INC. | 0.65% | Reduce -7.8% | 8,722 | $1.0M |
| Talisman Wealth Advisors LLC | 1.27% | Reduce -2.1% | 8,652 | $1.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.11% | Reduce -25.6% | 8,643 | $1.0M |
| Redhawk Wealth Advisors, Inc. | 0.16% | Reduce -68.1% | 8,572 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.3% | 8,323 | $976K |
| Mitchell Capital Management Co. | 0.19% | Reduce -88.0% | 8,270 | $969K |
| Venture Visionary Partners LLC | 0.05% | Reduce -9.0% | 8,248 | $967K |
| Silver Oak Securities, Incorporated | 0.15% | New | 8,144 | $955K |
| Denver PWM, LLC | 0.36% | Reduce -8.7% | 8,131 | $942K |
| Whittier Trust Co. | 0.01% | No change | 8,000 | $938K |
| Johnson Financial Group, Inc. | 0.05% | Reduce -1.9% | 7,867 | $922K |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | Add +12.5% | 7,815 | $916K |
| Zions Bancorporation, N.A. | 0.07% | Add +314.1% | 7,806 | $915K |
| Asset Management Group, Inc. | 0.14% | Add +0.1% | 7,803 | $915K |
| Perennial Investment Advisors, LLC | 0.14% | Reduce -2.7% | 7,707 | $903K |
| PFG Investments, LLC | 0.05% | Reduce -10.6% | 7,700 | $903K |
| XML Financial, LLC | 0.09% | Add +0.0% | 7,688 | $901K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -14.4% | 7,671 | $899K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | No change | 7,605 | $891K |
| Wealthquest Corp | 0.09% | Reduce -1.6% | 7,418 | $869K |
| Twin Peaks Wealth Advisors, LLC | 0.47% | Reduce -9.0% | 7,229 | $847K |
| Trek Financial, LLC | 0.07% | Reduce -15.8% | 7,165 | $840K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +8.1% | 7,089 | $831K |
| Waterloo Capital, L.P. | 0.11% | Reduce -9.2% | 7,023 | $823K |
| Inscription Capital, LLC | 0.14% | No change | 7,000 | $820K |
| Eldridge Investment Advisors, Inc. | 0.21% | Add +0.0% | 6,986 | $819K |
| TL Private Wealth | 0.40% | Reduce -40.6% | 6,957 | $813K |
| Ulland Investment Advisors, LLC | 0.65% | Reduce -11.6% | 6,891 | $808K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +4.0% | 6,855 | $804K |
| Weil Company, Inc. | 0.32% | No change | 6,843 | $802K |
| Ullmann Wealth Partners Group, LLC | 0.12% | Add +0.0% | 6,783 | $795K |
| 9258 Wealth Management, LLC | 0.12% | Reduce -1.4% | 6,661 | $781K |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 6,554 | $768K |
| Clearbridge Investments, LLC | 0.00% | Reduce -98.1% | 6,265 | $734K |
| Droms Strauss Advisors Inc. /Mo/ | 0.27% | Add +0.1% | 6,254 | $733K |
| Sage Financial Management Group, Inc. | 0.34% | Reduce -13.4% | 6,189 | $725K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.7% | 6,179 | $724K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -13.3% | 6,128 | $718K |
| Ieq Capital, LLC | 0.01% | Add +0.7% | 6,062 | $711K |
| Park Avenue Securities LLC | 0.01% | Add +94.9% | 6,053 | $709K |
| Crestwood Advisors Group, LLC | 0.02% | Add +9.7% | 6,043 | $708K |
| Visionary Wealth Advisors | 0.05% | Reduce -1.6% | 6,016 | $705K |
| Schmidt P J Investment Management Inc. | 0.13% | No change | 6,000 | $703K |
| One Day In July LLC | 0.09% | Add +11.8% | 5,996 | $703K |
| One Charles Private Wealth Services, LLC | 0.30% | No change | 5,970 | $700K |
| Allen Capital Group, LLC | 0.10% | Reduce -1.7% | 5,968 | $700K |
| Biondo Investment Advisors, LLC | 0.11% | Add +3.8% | 5,936 | $696K |
| Insight Wealth Strategies, LLC | 0.10% | Add +0.1% | 5,885 | $690K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +0.1% | 5,882 | $689K |
| Empirical Asset Management, LLC | 0.33% | Add +0.1% | 5,826 | $683K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -8.8% | 5,813 | $681K |
| Liberty One Investment Management, LLC | 0.08% | New | 5,714 | $670K |
| St. Clair Advisors, LLC | 0.22% | No change | 5,711 | $669K |
| TCTC Holdings, LLC | 0.02% | No change | 5,699 | $668K |
| FC Advisory LLC | 0.24% | Reduce -5.2% | 5,648 | $662K |
| Imprint Wealth LLC | 0.16% | Add +2.4% | 5,623 | $660K |
| Investors Research Corp | 0.15% | Add +7.3% | 5,608 | $657K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -3.8% | 5,587 | $655K |
| Consilio Wealth Advisors, LLC | 0.30% | Add +0.1% | 5,550 | $650K |
| MAI Capital Management | 0.01% | Reduce -6.0% | 5,533 | $648K |
| Carolinas Wealth Consulting LLC | 0.13% | Reduce -2.8% | 5,412 | $634K |
| Collective Family Office LLC | 0.21% | Reduce -33.9% | 5,400 | $633K |
| Bedel Financial Consulting, Inc. | 0.10% | Reduce -1.5% | 5,397 | $633K |
| MidAtlantic Capital Management, Inc. | 0.55% | No change | 5,394 | $632K |
| Arden Trust Co | 0.09% | No change | 5,385 | $631K |
| Sunbelt Securities, Inc. | 0.07% | Add +8.4% | 5,359 | $628K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +1.1% | 5,355 | $628K |
| Colonial Trust Co / SC | 0.12% | No change | 5,346 | $627K |
| GM Advisory Group, LLC | 0.04% | Reduce -11.6% | 5,331 | $625K |
| Betterment LLC | 0.00% | Add +22.0% | 5,321 | $624K |
| Brown Advisory Inc. | 0.00% | Add +125.2% | 5,282 | $619K |
| Benjamin Edwards Inc. | 0.12% | Reduce -5.3% | 5,284 | $619K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.4% | 5,257 | $616K |
| Octavia Wealth Advisors, LLC | 0.09% | Add +0.0% | 5,236 | $614K |
| Madison Asset Management, LLC | 0.01% | No change | 5,226 | $613K |
| Whalerock Point Partners, LLC | 0.17% | No change | 5,184 | $608K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.0% | 5,108 | $599K |
| Wealthspire Retirement, LLC | 0.05% | Add +0.8% | 5,090 | $597K |
| Millington Financial Advisors, LLC | 0.42% | Add +0.4% | 5,015 | $588K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.15% | Reduce -12.8% | 5,004 | $587K |
| Verus Capital Partners, LLC | 0.06% | Add +135.7% | 5,002 | $586K |
| Bennett Selby Investments LP | 0.27% | No change | 5,000 | $586K |
| TRUE Private Wealth Advisors | 0.07% | Add +0.0% | 4,997 | $586K |
| Forte Asset Management LLC | 0.35% | No change | 4,994 | $585K |
| FourThought Financial Partners, LLC | 0.07% | Reduce -8.8% | 4,971 | $583K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -62.7% | 4,915 | $576K |
| Hoxton Planning & Management, LLC | 0.27% | Reduce -1.8% | 4,901 | $574K |
| Melone Private Wealth, LLC | 0.34% | Reduce -2.1% | 4,849 | $568K |
| SpiderRock Advisors, LLC | 0.02% | — | 4,900 | $567K |
| Maxwell Wealth Strategies Inc. | 0.29% | Add +18.7% | 4,738 | $566K |
| Kaizen Financial Strategies | 0.39% | New | 4,825 | $566K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 4,801 | $563K |
| Legacy Financial Advisors, Inc. | 0.10% | No change | 4,800 | $563K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 4,770 | $559K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -10.1% | 4,703 | $551K |
| Harbour Investments, Inc. | 0.02% | Reduce -9.0% | 4,637 | $543K |
| Godshalk Welsh Capital Management, Inc. | 0.36% | Add +1.3% | 4,615 | $541K |
| Bright Futures Wealth Management, LLC. | 0.29% | — | 4,196 | $539K |
| AE Wealth Management LLC | 0.01% | Reduce -96.9% | 4,556 | $534K |
| SOL Capital Management CO | 0.07% | Add +7.2% | 4,560 | $534K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -22.4% | 4,477 | $532K |
| Empower Advisory Group, LLC | 0.00% | New | 4,500 | $527K |
| High Falls Advisors, Inc | 0.13% | No change | 4,462 | $523K |
| Avior Wealth Management, LLC | 0.02% | Add +0.2% | 4,458 | $523K |
| &partners | 0.07% | New | 4,425 | $519K |
| Sapient Capital LLC | 0.01% | New | 4,403 | $516K |
| Choreo, LLC | 0.01% | No change | 4,399 | $516K |
| Worth Financial Advisory Group, LLC | 0.35% | No change | 4,365 | $512K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,321 | $506K |
| Leavell Investment Management, Inc. | 0.03% | No change | 4,312 | $505K |
| Greenwood Gearhart LLC | 0.05% | Reduce -1.4% | 4,292 | $503K |
| Victory Financial Group, LLC | 0.30% | Reduce -48.6% | 4,278 | $501K |
| Cerity Partners LLC | 0.00% | Reduce -21.2% | 4,267 | $500K |
| Linscomb Wealth, Inc. | 0.03% | Add +38.9% | 4,257 | $499K |
| Weaver Consulting Group | 0.18% | No change | 4,247 | $498K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +1.7% | 4,233 | $496K |
| Patten & Patten Inc. | 0.03% | No change | 4,164 | $488K |
| Anchor Investment Management, LLC | 0.05% | Reduce -10.8% | 4,134 | $485K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 4,120 | $483K |
| NewEdge Wealth, LLC | 0.01% | Add +0.0% | 4,241 | $481K |
| Three Bridge Wealth Advisors, LLC | 0.19% | No change | 4,080 | $478K |
| Seascape Capital Management | 0.18% | Reduce -6.0% | 4,082 | $478K |
| Eagle Strategies LLC | 0.11% | Reduce -78.3% | 4,076 | $478K |
| Meridian Wealth Advisors, LLC | 0.09% | No change | 4,075 | $478K |
| Embree Financial Group | 0.09% | Add +0.1% | 4,066 | $477K |
| Premier Path Wealth Partners, LLC | 0.09% | Reduce -2.2% | 4,044 | $474K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.1% | 4,021 | $471K |
| Townsquare Capital LLC | 0.01% | New | 4,008 | $470K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 4,000 | $469K |
| AlTi Global, Inc. | 0.01% | Reduce -51.0% | 3,971 | $465K |
| Fielder Capital Group LLC | 0.20% | No change | 3,908 | $458K |
| Apollon Wealth Management, LLC | 0.01% | Add +20.5% | 3,804 | $446K |
| Crescent Grove Advisors, LLC | 0.05% | Add +40.5% | 3,780 | $443K |
| RPG Investment Advisory, LLC | 0.07% | Reduce -0.9% | 3,765 | $441K |
| Diversify Advisory Services, LLC | 0.03% | — | 3,710 | $435K |
| Gsa Capital Partners LLP | 0.03% | New | 3,707 | $434K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -6.0% | 3,701 | $434K |
| St Germain D J Co. Inc. | 0.02% | Reduce -16.1% | 3,682 | $432K |
| Magnus Financial Group LLC | 0.05% | Add +5.5% | 3,489 | $409K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.4% | 3,613 | $408K |
| Armbruster Capital Management, Inc. | 0.09% | Add +19.6% | 3,468 | $406K |
| Baker Tilly Wealth Management, LLC | 0.07% | No change | 3,445 | $404K |
| First City Capital Management, Inc. | 0.22% | No change | 3,437 | $403K |
| Oak Ridge Investments LLC | 0.04% | Reduce -66.6% | 3,416 | $400K |
| Peterson Wealth Advisors, LLC | 0.08% | Add +0.1% | 3,377 | $396K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -5.6% | 3,371 | $395K |
| Ancora Advisors LLC | 0.01% | Add +11.0% | 3,351 | $393K |
| Adapt Wealth Advisors, LLC | 0.28% | — | 3,338 | $391K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -2.3% | 3,205 | $376K |
| Altfest L J & Co. Inc. | 0.05% | No change | 3,200 | $375K |
| KWB Wealth | 0.05% | Reduce -1.4% | 3,199 | $375K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.6% | 3,149 | $369K |
| KFA Private Wealth Group, LLC | 0.11% | No change | 3,109 | $364K |
| Philip James Wealth Mangement, LLC | 0.26% | Reduce -10.1% | 3,088 | $362K |
| SFG Wealth Management, LLC. | 0.21% | Reduce -10.7% | 3,038 | $356K |
| Central Valley Advisors, LLC | 0.18% | Add +0.1% | 3,037 | $356K |
| Revolve Wealth Partners, LLC | 0.06% | Add +17.3% | 2,985 | $350K |
| Headinvest, LLC | 0.07% | No change | 2,950 | $346K |
| Oarsman Capital, Inc. | 0.08% | No change | 2,918 | $342K |
| Aft, Forsyth & Company, Inc. | 0.19% | Add +0.1% | 2,893 | $339K |
| Pallas Capital Advisors LLC | 0.01% | No change | 2,893 | $339K |
| GC Wealth Management RIA, LLC | 0.07% | No change | 2,867 | $336K |
| Moneco Advisors, LLC | 0.05% | No change | 2,852 | $334K |
| Wealth Alliance, LLC | 0.04% | Reduce -1.1% | 2,842 | $333K |
| WMG Financial Advisors, LLC | 0.19% | No change | 2,836 | $332K |
| GenWealth Group, Inc. | 0.08% | No change | 2,814 | $330K |
| Twelve Points Wealth Management LLC | 0.12% | Add +26.6% | 2,767 | $324K |
| Stephens Consulting, LLC | 0.10% | No change | 2,754 | $323K |
| DGS Capital Management, LLC | 0.09% | Add +10.3% | 2,749 | $322K |
| Verity & Verity, LLC | 0.04% | Reduce -11.8% | 2,706 | $317K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.1% | 2,694 | $316K |
| Calamos Wealth Management LLC | 0.02% | No change | 2,669 | $313K |
| Ellevest, Inc. | 0.02% | No change | 2,654 | $311K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.6% | 2,648 | $311K |
| Wesbanco Bank Inc. | 0.01% | New | 2,600 | $305K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.7% | 2,598 | $304K |
| Northside Capital Management, LLC | 0.05% | No change | 2,570 | $301K |
| West Branch Capital LLC | 0.12% | Reduce -4.3% | 2,562 | $300K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 2,537 | $297K |
| Claro Advisors Inc. | 0.05% | Add +10.4% | 2,527 | $296K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 3,097 | $295K |
| Trexquant Investment LP | 0.01% | Reduce -33.5% | 2,506 | $294K |
| Wilmington Savings Fund Society, FSB | 0.01% | — | 2,500 | $293K |
| Ehrlich Financial Group | 0.24% | Reduce -68.2% | 2,472 | $290K |
| WealthCare Investment Partners, LLC | 0.14% | Reduce -2.1% | 2,471 | $290K |
| Goldstein Advisors, LLC | 0.05% | Reduce -0.4% | 2,447 | $287K |
| VitalStone Financial, LLC | 0.22% | No change | 2,406 | $282K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 2,400 | $281K |
| Adero Partners, LLC | 0.02% | No change | 2,393 | $280K |
| Synovus Financial Corp. | 0.00% | New | 2,365 | $277K |
| Bragg Financial Advisors, Inc | 0.01% | New | 2,360 | $277K |
| Watts Gwilliam & Co., LLC | 0.08% | — | 2,316 | $274K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -18.6% | 2,330 | $273K |
| Financial Management Network Inc. | 0.07% | No change | 2,286 | $263K |
| Westmount Partners, LLC | 0.09% | Add +0.1% | 2,210 | $259K |
| Private Portfolio Partners LLC | 0.05% | Reduce -0.3% | 2,165 | $254K |
| Strategic Financial Concepts, LLC | 0.06% | New | 2,154 | $252K |
| Bank of New Hampshire | 0.07% | Add +43.3% | 2,153 | $252K |
| Revisor Wealth Management LLC | 0.11% | New | 2,280 | $252K |
| SteelPeak Wealth, LLC | 0.01% | Add +0.1% | 2,149 | $252K |
| Flagstar Securities, Inc. | 0.07% | New | 2,146 | $252K |
| Financial Perspectives, Inc | 0.09% | Add +2.1% | 2,131 | $250K |
| Albion Financial Group | 0.02% | Reduce -6.8% | 2,123 | $249K |
| Convergence Financial, LLC | 0.10% | Reduce -13.8% | 2,114 | $248K |
| Element Pointe Advisors, LLC | 0.06% | No change | 2,099 | $246K |
| Hibernia Wealth Partners, LLC | 0.17% | Reduce -1.4% | 2,091 | $245K |
| InTrack Investment Management Inc | 0.18% | Reduce -8.8% | 2,073 | $243K |
| Ethic Inc. | 0.01% | New | 2,050 | $240K |
| Connecticut Wealth Management, LLC | 0.01% | Add +2.3% | 2,046 | $240K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 2,044 | $240K |
| Summit Global Investments | 0.02% | No change | 2,017 | $236K |
| Signaturefd, LLC | 0.00% | Add +80.2% | 1,995 | $234K |
| Regal Investment Advisors LLC | 0.02% | Reduce -26.8% | 1,989 | $233K |
| Centurion Wealth Management LLC | 0.09% | No change | 1,984 | $233K |
| Keybank National Association | 0.00% | Reduce -1.8% | 1,979 | $232K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | No change | 1,952 | $229K |
| Boyd Wealth Management, LLC | 0.13% | New | 1,951 | $229K |
| Soltis Investment Advisors LLC | 0.03% | New | 1,926 | $226K |
| Leisure Capital Management | 0.11% | No change | 1,924 | $226K |
| Pinnacle Associates Ltd. | 0.00% | New | 1,895 | $222K |
| Bleakley Financial Group, LLC | 0.01% | New | 1,865 | $219K |
| Simplicity Wealth,LLC | 0.01% | New | 1,865 | $219K |
| First Trust Direct Indexing L.P. | 0.02% | New | 1,858 | $218K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,844 | $216K |
| Financial Partners Group, Inc | 0.03% | New | 1,825 | $214K |
| IFP Advisors, Inc | 0.01% | Add +66.9% | 1,808 | $212K |
| Awm Capital, LLC | 0.04% | New | 1,803 | $211K |
| Marble Harbor Investment Counsel, LLC | 0.02% | New | 1,800 | $211K |
| Heritage Wealth Management, LLC | 0.11% | New | 1,785 | $209K |
| Capital Analysts, LLC | 0.01% | Reduce -63.8% | 1,777 | $208K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -9.4% | 1,759 | $206K |
| Colonial River Investments, LLC | 0.12% | New | 1,753 | $205K |
| Fifth Third Bancorp | 0.00% | Reduce -32.0% | 1,752 | $205K |
| BLB&B Advisors, LLC | 0.01% | New | 1,751 | $205K |
| Verum Partners LLC | 0.07% | Reduce -43.4% | 1,724 | $202K |
| Collaborative Wealth Managment Inc. | 0.10% | New | 1,719 | $201K |
| Prosperity Consulting Group, LLC | 0.03% | New | 1,709 | $200K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -0.4% | 1,648 | $193K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,600 | $188K |
| Centerpoint Advisors, LLC | 0.07% | Add +0.6% | 1,533 | $180K |
| DT Investment Partners, LLC | 0.02% | No change | 1,528 | $179K |
| Barrett & Company, Inc. | 0.08% | No change | 1,503 | $176K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,480 | $173K |
| Tortoise Investment Management, LLC | 0.02% | Add +114.3% | 1,438 | $169K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -94.0% | 1,431 | $168K |
| Ballast Advisors LLC | 0.06% | No change | 1,394 | $163K |
| First Horizon Advisors, Inc. | 0.01% | Add +13.6% | 1,377 | $161K |
| Institutional & Family Asset Management, LLC | 0.02% | No change | 1,280 | $150K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,262 | $148K |
| Formidable Asset Management, LLC | 0.02% | New | 1,208 | $142K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,232 | $139K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 1,094 | $128K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,080 | $127K |
| Sanctuary Wealth Management, L.L.C. | 0.10% | No change | 1,080 | $127K |
| Key Financial Inc | 0.03% | No change | 1,054 | $124K |
| Arax Advisory Partners | 0.01% | Add +0.2% | 1,017 | $119K |
| Sound Income Strategies, LLC | 0.01% | Reduce -8.5% | 984 | $115K |
| Salem Investment Counselors Inc. | 0.00% | Add +177.1% | 981 | $115K |
| Addison Advisors LLC | 0.04% | No change | 930 | $109K |
| Park Place Capital Corp | 0.04% | Add +0.1% | 929 | $109K |
| Sachetta, LLC | 0.05% | No change | 1,042 | $108K |
| Mitchell Sinkler & Starr | 0.03% | New | 920 | $108K |
| Carmichael Hill & Associates, Inc. | 0.04% | No change | 901 | $106K |
| PSI Advisors, LLC | 0.04% | Add +0.6% | 882 | $103K |
| CoreCap Advisors, LLC | 0.01% | New | 855 | $100K |
| Aptus Capital Advisors, LLC | 0.00% | New | 853 | $100K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | No change | 843 | $99K |
| Palisade Asset Management, LLC | 0.01% | New | 840 | $98K |
| SouthState Bank Corp | 0.01% | Add +295.2% | 818 | $96K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -64.9% | 816 | $96K |
| Woodmont Investment Counsel LLC | 0.01% | New | 746 | $87K |
| NFSG Corp | 0.03% | Add +367.6% | 636 | $75K |
| Arlington Trust Co LLC | 0.02% | Reduce -33.9% | 623 | $73K |
| National Bank of Canada | 0.00% | Reduce -72.8% | 621 | $73K |
| Concord Wealth Partners | 0.01% | No change | 599 | $70K |
| Tidemark, LLC | 0.04% | Add +83.8% | 590 | $69K |
| Element Wealth, LLC | 0.04% | Add +30.1% | 549 | $64K |
| Bokf, NA | 0.00% | No change | 535 | $63K |
| Founders Financial Alliance, LLC | 0.02% | No change | 526 | $62K |
| Lanark Financial, Inc. | 0.01% | No change | 523 | $61K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 471 | $55K |
| Tsfg, LLC | 0.01% | No change | 459 | $54K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Add +37.6% | 457 | $54K |
| Cornerstone Planning Group LLC | 0.02% | No change | 463 | $53K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 455 | $53K |
| Realta Investment Advisors | 0.01% | New | 448 | $53K |
| Pacific Center for Financial Services | 0.01% | New | 442 | $52K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -5.2% | 437 | $51K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 483 | $50K |
| EPG Wealth Management LLC | 0.01% | No change | 409 | $48K |
| Abound Wealth Management | 0.02% | Reduce -21.3% | 404 | $47K |
| Matrix Private Capital Group LLC | 0.03% | No change | 400 | $47K |
| Winch Advisory Services, LLC | 0.01% | No change | 384 | $45K |
| Providence Capital Advisors, LLC | 0.01% | Add +26.3% | 379 | $44K |
| Front Row Advisors LLC | 0.02% | Add +170.5% | 376 | $44K |
| FAS Wealth Partners, Inc. | 0.00% | Add +41.4% | 376 | $44K |
| Raleigh Capital Management Inc. | 0.02% | New | 313 | $37K |
| Nemes Rush Group LLC | 0.01% | New | 310 | $36K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 310 | $36K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -53.7% | 309 | $36K |
| NorthRock Partners, LLC | 0.00% | Reduce -16.8% | 298 | $35K |
| Castleview Partners, LLC | 0.02% | No change | 290 | $34K |
| LRI Investments, LLC | 0.01% | — | 289 | $34K |
| GAMMA Investing LLC | 0.01% | No change | 289 | $34K |
| Asset Dedication, LLC | 0.00% | Reduce -32.9% | 277 | $33K |
| First Manhattan Co. Llc. | 0.00% | No change | 264 | $31K |
| Archer Investment Corp | 0.01% | No change | 248 | $29K |
| Breakwater Investment Management | 0.01% | — | 245 | $29K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 244 | $29K |
| Quadrant Capital Group LLC | 0.00% | No change | 228 | $27K |
| Creative Financial Designs Inc. | 0.00% | Reduce -47.9% | 215 | $25K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 211 | $25K |
| Tucker Asset Management LLC | 0.01% | Add +111.5% | 184 | $22K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Reduce -16.9% | 182 | $21K |
| Mechanics Financial Corp | 0.01% | No change | 179 | $21K |
| IAG Wealth Partners, LLC | 0.00% | No change | 169 | $20K |
| Operose Advisors LLC | 0.01% | Add +166.7% | 160 | $19K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 155 | $18K |
| Global Wealth Strategies & Associates | 0.01% | New | 150 | $18K |
| Washington Trust Advisors, Inc. | 0.00% | Add +36.7% | 149 | $17K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 145 | $17K |
| TD Capital Management LLC | 0.00% | Add +0.7% | 143 | $17K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -95.5% | 141 | $17K |
| Nvwm, LLC | 0.00% | New | 136 | $16K |
| Kelly Financial Services LLC | 0.01% | Reduce -22.4% | 135 | $16K |
| Family Manage LLC | 0.00% | New | 131 | $15K |
| WFA Asset Management Corp | 0.01% | New | 120 | $14K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 118 | $14K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 113 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $13K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 114 | $13K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 107 | $13K |
| Arcadia Investment Management Corp. | 0.00% | No change | 100 | $12K |
| Mather Group, Llc. | 0.00% | New | 111 | $12K |
| WR Wealth Planners, LLC | 0.00% | New | 93 | $11K |
| Larson Financial Group LLC | 0.00% | Reduce -13.2% | 92 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 89 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 80 | $9K |
| TFC Financial Management, Inc. | 0.00% | No change | 71 | $8K |
| Bangor Savings Bank | 0.00% | New | 70 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -1.5% | 67 | $8K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 63 | $7K |
| FSC Wealth Advisors, LLC | 0.01% | Reduce -49.6% | 62 | $7K |
| Gradient Investments LLC | 0.00% | Reduce -14.1% | 61 | $7K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 60 | $7K |
| First Personal Financial Services | 0.00% | No change | 57 | $7K |
| West Financial Advisors, LLC | 0.00% | New | 52 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 50 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -11.5% | 46 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 45 | $5K |
| Retirement Group, LLC | 0.00% | No change | 45 | $5K |
| WASHINGTON TRUST Co | 0.00% | New | 40 | $5K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 38 | $4K |
| City State Bank | 0.00% | No change | 30 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 30 | $4K |
| Balentine LLC | 0.00% | No change | 30 | $4K |
| Integrity Financial Corp | 0.00% | No change | 28 | $3K |
| Glassman Wealth Services | 0.00% | No change | 20 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 19 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 19 | $2K |
| Simplex Trading, LLC | 0.00% | New | 19 | $2K |
| Oakworth Capital, Inc. | 0.00% | New | 9 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 16 | $1K |
| Atticus Wealth Management, LLC | 0.00% | New | 8 | $939 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 7 | $820 |
| Delta Asset Management LLC | 0.00% | No change | 5 | $604 |
"% of holder's portfolio" is IUSG's weight in each manager's 13F, not the share of iShares Core S&P U.S. Growth the manager owns.