iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q2 2024 (June 30)685holders +45
76new positions
39sold out
2famous investors
$126.73avg. 13F price*
At the end of Q2 2024, 685 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 45 from Q1 2024. 76 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($4.8B), LPL Financial LLC ($1.9B) and Morgan Stanley ($1.6B). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $44.5M |
| Exits | 39 | $27.6M |
All 13F filers, Q1 2024 → Q2 2024: 7,197,962 shares bought and 2,426,954 shares sold, net +4,771,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 685 holders
| Bank of America Corp. | 0.47% | Add +4.6% | 38,017,245 | $4.8B |
| LPL Financial LLC | 0.94% | Add +5.1% | 14,785,442 | $1.9B |
| Morgan Stanley | 0.13% | Add +11.6% | 12,854,638 | $1.6B |
| Jones Financial Companies LLLP | 1.01% | Reduce -1.4% | 6,845,995 | $872.7M |
| Envestnet Asset Management Inc. | 0.09% | Add +6.9% | 2,062,842 | $263.0M |
| Commonwealth Equity Services, LLC | 0.28% | Add +4.1% | 1,372,047 | $174.9M |
| Blue Trust, Inc. | 2.34% | Reduce -0.4% | 1,457,492 | $170.8M |
| UBS Group AG | 0.05% | Add +0.6% | 1,305,282 | $166.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -41.3% | 1,262,384 | $160.9M |
| Wells Fargo & Company | 0.03% | Add +3.0% | 1,026,061 | $130.8M |
| Facet Wealth, Inc. | 3.89% | Add +6.0% | 1,029,201 | $126.5M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.0% | 836,417 | $106.6M |
| Kestra Investment Management, LLC | 6.57% | — | 756,759 | $96.5M |
| FMR LLC | 0.01% | Add +1.1% | 735,957 | $94.9M |
| Royal Bank of Canada | 0.02% | Add +2.3% | 722,329 | $92.1M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Add +9.7% | 682,782 | $87.0M |
| Citizens Financial Group Inc. | 1.82% | Add +25330.2% | 645,165 | $82.2M |
| Raymond James & Associates | 0.05% | Reduce -1.0% | 624,519 | $79.6M |
| Benjamin F. Edwards & Company, Inc. | 1.30% | Reduce -2.8% | 579,817 | $73.9M |
| Ameriprise Financial Inc. | 0.02% | Add +2.9% | 573,733 | $73.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.7% | 567,886 | $72.4M |
| HighTower Advisors, LLC | 0.11% | Reduce -12.2% | 563,265 | $71.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -1.3% | 524,920 | $66.9M |
| Corient Private Wealth LP | 0.11% | Add +7.0% | 482,897 | $63.4M |
| Legacy Financial Group LLC | 12.34% | Add +8.2% | 492,225 | $62.7M |
| Merit Financial Group, LLC | 1.21% | Add +82.4% | 430,018 | $54.8M |
| Focus Partners Wealth | 0.18% | Add +100.1% | 422,390 | $53.8M |
| Tennessee Valley Asset Management Partners | 9.56% | Add +3.3% | 399,874 | $51.0M |
| FIL Ltd | 0.05% | Add +30.9% | 377,477 | $48.7M |
| Allworth Financial LP | 0.31% | Reduce -1.2% | 377,326 | $47.9M |
| Cetera Investment Advisers | 0.11% | Add +0.2% | 365,790 | $46.6M |
| Madison Wealth Partners, Inc | 14.97% | Add +0.0% | 342,458 | $43.7M |
| Osaic Holdings, Inc. | 0.10% | Add +8.9% | 338,718 | $43.2M |
| Tanglewood Legacy Advisors, LLC | 19.99% | Add +5.8% | 331,872 | $42.3M |
| Cardinal Strategic Wealth Guidance | 14.68% | Add +17.8% | 319,500 | $40.7M |
| Natixis Advisors, LLC | 0.08% | Add +26.6% | 285,390 | $36.4M |
| Doliver Advisors, LP | 9.90% | Reduce -3.8% | 278,282 | $35.5M |
| BlackRock Inc. | 0.00% | Reduce -20.7% | 275,742 | $35.2M |
| DDFG, Inc | 10.42% | Reduce -0.0% | 264,603 | $33.7M |
| Kestra Advisory Services, LLC | 0.19% | Add +42.5% | 312,660 | $33.6M |
| Veracity Capital LLC | 13.54% | Reduce -5.7% | 254,522 | $32.4M |
| Petix & Botte Co | 9.19% | Add +88.8% | 254,373 | $32.4M |
| Sandy Spring Bank | 1.43% | Reduce -8.2% | 253,870 | $32.4M |
| Charles Schwab Trust Co | 2.97% | Reduce -6.3% | 252,162 | $32.1M |
| Equitable Holdings, Inc. | 0.34% | Add +2.9% | 250,762 | $32.0M |
| Hilltop Wealth Advisors, LLC | 15.90% | Add +1.5% | 248,570 | $31.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.3% | 245,888 | $31.3M |
| CX Institutional | 1.46% | Reduce -1.1% | 244,157 | $31.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.3% | 236,109 | $30.1M |
| Howe & Rusling Inc. | 2.65% | Add +9.4% | 227,832 | $29.0M |
| Modera Wealth Management, LLC | 0.42% | Reduce -3.0% | 225,474 | $28.7M |
| Edge Capital Group, LLC | 1.35% | Add +7.4% | 219,033 | $27.9M |
| MML Investors Services, LLC | 0.11% | Reduce -3.3% | 215,916 | $27.5M |
| Blair William & Co. | 0.08% | Add +7.3% | 206,243 | $26.3M |
| Strategies Wealth Advisors, LLC | 3.81% | Reduce -7.5% | 205,169 | $26.2M |
| Avantax Advisory Services, Inc. | 0.18% | Add +2.9% | 203,094 | $25.9M |
| ForthRight Wealth Management, LLC | 8.82% | Reduce -5.2% | 192,454 | $24.5M |
| Mascoma Wealth Management LLC | 6.33% | Add +2.5% | 187,045 | $23.8M |
| Private Advisor Group, LLC | 0.15% | Reduce -0.7% | 180,142 | $23.0M |
| Cutler Investment Counsel LLC | 2.97% | Reduce -0.5% | 171,053 | $21.8M |
| Baird Financial Group, Inc. | 0.04% | Reduce -14.6% | 169,464 | $21.6M |
| Sanctuary Advisors, LLC | 0.16% | — | 186,751 | $21.4M |
| Roberts Financial Services LLC | 3.99% | Reduce -8.9% | 155,723 | $19.9M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -8.7% | 148,078 | $18.9M |
| Aspen Wealth Management LLC | 6.52% | Add +8.4% | 147,938 | $18.9M |
| Savant Capital, LLC | 0.19% | Reduce -6.2% | 146,814 | $18.7M |
| Spire Wealth Management | 0.65% | Reduce -5.6% | 144,319 | $18.3M |
| Rwa Wealth Partners, LLC | 0.23% | Reduce -1.9% | 136,680 | $17.4M |
| Atria Investments, Inc | 0.23% | Add +64.0% | 136,572 | $17.4M |
| Principal Securities, Inc. | 0.48% | Add +14.0% | 135,439 | $17.3M |
| Hudock, Inc. | 3.22% | Add +1.0% | 135,418 | $17.3M |
| Gallagher Fiduciary Advisors, LLC | 3.70% | Add +60.0% | 129,380 | $16.5M |
| Financial Advocates Investment Management | 1.00% | Add +2.8% | 125,608 | $16.0M |
| Stifel Financial Corp. | 0.02% | Add +1.3% | 122,933 | $15.7M |
| Amplius Wealth Advisors, LLC | 1.70% | Reduce -4.7% | 119,662 | $15.3M |
| Elevation Wealth Partners, LLC | 7.18% | Add +0.5% | 118,980 | $15.2M |
| Truist Financial Corp. | 0.02% | Reduce -4.9% | 109,092 | $13.9M |
| NBT Bank, N.A. | 0.99% | Add +7.5% | 109,009 | $13.9M |
| Richard W. Paul & Associates, LLC | 5.32% | Add +4.5% | 108,039 | $13.8M |
| Vantage Financial Partners, LLC | 3.55% | Add +5.2% | 107,198 | $13.7M |
| NorthStar Asset Management LLC | 9.39% | Add +6.8% | 106,222 | $13.5M |
| Captrust Financial Advisors | 0.04% | Reduce -1.5% | 105,218 | $13.4M |
| Canvas Wealth Advisors, LLC | 4.14% | Reduce -2.9% | 109,063 | $13.4M |
| Birchcreek Wealth Management, LLC | 7.49% | Reduce -2.4% | 104,301 | $13.3M |
| Win Advisors, Inc. | 5.79% | Reduce -25.2% | 101,674 | $13.0M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -9.3% | 100,441 | $12.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.5% | 99,961 | $12.7M |
| Ironwood Wealth Management, Inc. | 6.42% | Reduce -0.7% | 96,831 | $12.7M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -5.8% | 96,354 | $12.3M |
| PCA Investment Advisory Services Inc. | 6.41% | Reduce -0.7% | 95,998 | $12.2M |
| Wealth Quarterback LLC | 6.78% | Add +18.9% | 93,805 | $12.0M |
| Concurrent Investment Advisors, LLC | 0.39% | Add +9.5% | 92,941 | $11.8M |
| OneDigital Investment Advisors LLC | 0.14% | Add +0.2% | 90,102 | $11.5M |
| Financial Council, LLC | 6.37% | Reduce -3.5% | 89,401 | $11.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +3.1% | 87,588 | $11.2M |
| Founders Financial Securities LLC | 1.05% | Add +3.3% | 86,986 | $11.1M |
| Horizon Investments, LLC | 0.30% | Add +3.4% | 85,963 | $11.0M |
| Goldstone Financial Group, LLC | 2.17% | Add +10.1% | 84,682 | $10.8M |
| Brio Consultants, LLC | 1.77% | Add +1.9% | 84,273 | $10.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.4% | 82,564 | $10.5M |
| Global Strategic Investment Solutions, LLC | 1.26% | Reduce -1.2% | 82,074 | $10.5M |
| Quent Capital, LLC | 1.08% | Add +4.4% | 76,639 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.16% | Reduce -1.2% | 75,127 | $9.6M |
| GDS Wealth Management | 1.03% | Reduce -2.2% | 73,705 | $9.4M |
| Thoroughbred Financial Services, LLC | 0.62% | Add +42.6% | 72,224 | $9.2M |
| IHT Wealth Management, LLC | 0.33% | Add +5.6% | 68,637 | $8.7M |
| Cosner Financial Group, LLC | 6.15% | Reduce -1.1% | 68,246 | $8.7M |
| Rooted Wealth Advisors, Inc. | 3.80% | Add +4.6% | 67,390 | $8.6M |
| Creative Planning | 0.01% | Add +7.5% | 67,406 | $8.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.0% | 66,555 | $8.5M |
| Kestra Private Wealth Services, LLC | 0.17% | Reduce -19.2% | 66,255 | $8.4M |
| BOS Asset Management, LLC | 3.82% | Add +18.5% | 64,525 | $8.2M |
| Perigon Wealth Management, LLC | 0.24% | Reduce -4.5% | 63,638 | $8.1M |
| Bank of Montreal | 0.00% | Reduce -0.6% | 62,377 | $8.0M |
| Motive Wealth Advisors | 4.72% | Reduce -0.4% | 61,607 | $7.9M |
| Stevens Capital Partners | 4.05% | Add +7.2% | 61,569 | $7.8M |
| Cresset Asset Management, LLC | 0.03% | Add +3.9% | 60,929 | $7.8M |
| Comerica Bank | 0.03% | Reduce -8.0% | 58,039 | $7.4M |
| Valmark Advisers, Inc. | 0.12% | Add +34.3% | 55,739 | $7.1M |
| Main Street Financial Solutions, LLC | 0.67% | Add +15.1% | 55,403 | $7.1M |
| Phoenix Wealth Advisors | 3.49% | Add +5.3% | 54,599 | $7.0M |
| Peninsula Wealth, LLC | 1.26% | Add +170.1% | 51,126 | $6.7M |
| M&T Bank Corp | 0.02% | Reduce -34.2% | 51,893 | $6.6M |
| Global Retirement Partners, LLC | 0.21% | Add +4.2% | 51,668 | $6.6M |
| Allianz Asset Management GmbH | 0.01% | New | 50,990 | $6.5M |
| Spectrum Wealth Advisory Group, LLC | 6.95% | Reduce -1.8% | 50,947 | $6.5M |
| Mariner, LLC | 0.01% | Add +1.3% | 49,987 | $6.4M |
| Two Sigma Investments, LP | 0.02% | Add +41.9% | 49,100 | $6.3M |
| AE Wealth Management LLC | 0.06% | Add +931.0% | 46,974 | $6.0M |
| Coldstream Capital Management Inc. | 0.14% | Reduce -7.0% | 44,324 | $5.7M |
| 1900 Wealth Management LLC | 0.52% | Reduce -33.0% | 43,981 | $5.6M |
| Westwood Holdings Group Inc. | 0.05% | Reduce -16.5% | 43,875 | $5.6M |
| Redhawk Wealth Advisors, Inc. | 0.81% | Add +384.3% | 41,518 | $5.3M |
| Foundry Financial Group, Inc. | 3.61% | Reduce -8.0% | 41,140 | $5.2M |
| Lido Advisors, LLC | 0.04% | Reduce -3.9% | 40,016 | $5.1M |
| IFG Advisory, LLC | 0.32% | Add +37.8% | 39,275 | $5.0M |
| TD Private Client Wealth LLC | 0.16% | Add +18.0% | 38,759 | $4.9M |
| Cwm, LLC | 0.02% | Add +7.6% | 38,637 | $4.9M |
| First Heartland Consultants, Inc. | 0.49% | Reduce -3.4% | 38,282 | $4.9M |
| US Bancorp \de | 0.01% | Reduce -0.4% | 37,556 | $4.8M |
| Able Wealth Management LLC | 3.90% | Add +0.9% | 37,165 | $4.7M |
| Investment Advisory Services Inc. /TX | 1.73% | Add +6.0% | 36,941 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.4% | 36,453 | $4.6M |
| Colorado Capital Management, Inc. | 2.58% | Reduce -4.9% | 36,331 | $4.6M |
| RFG Advisory, LLC | 0.15% | Reduce -1.8% | 36,107 | $4.6M |
| Retirement Capital Strategies | 1.80% | New | 35,244 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -33.6% | 34,973 | $4.5M |
| Windward Private Wealth Management Inc. | 1.76% | Reduce -7.8% | 34,187 | $4.4M |
| Cornerstone Advisory, LLC | 0.61% | Add +4.2% | 34,157 | $4.4M |
| Old Mission Investment Co LLC | 1.41% | Add +0.5% | 33,946 | $4.3M |
| Stonebridge Financial Planning Group, LLC | 2.12% | Reduce -1.4% | 33,057 | $4.2M |
| Ameritas Advisory Services, LLC | 0.16% | Add +7.9% | 32,725 | $4.2M |
| Vident Advisory, LLC | 0.12% | Add +29.4% | 32,687 | $4.2M |
| NewEdge Advisors, LLC | 0.03% | Add +26.3% | 32,670 | $4.2M |
| Transatlantique Private Wealth LLC | 1.69% | Add +6.1% | 32,584 | $4.2M |
| Parsons Capital Management Inc. | 0.28% | Add +0.8% | 32,433 | $4.1M |
| Sowell Financial Services LLC | 0.20% | Add +75.2% | 32,151 | $4.1M |
| McDonald Partners LLC | 1.09% | No change | 32,000 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +2.1% | 31,701 | $4.0M |
| MIdWestOne Financial Group, Inc. | 0.73% | Reduce -4.4% | 31,698 | $4.0M |
| Legacy Advisory Services, LLC | 3.51% | Reduce -0.9% | 30,111 | $3.8M |
| Watchman Group, Inc. | 1.22% | Reduce -5.3% | 29,958 | $3.8M |
| New Wave Wealth Advisors LLC | 2.04% | — | 29,733 | $3.8M |
| Tiaa Trust, National Association | 0.01% | Reduce -0.9% | 29,236 | $3.7M |
| Capital Investment Advisory Services, LLC | 0.38% | Reduce -1.1% | 29,220 | $3.7M |
| Merkkuri Wealth Advisors LLC | 3.42% | — | 29,123 | $3.7M |
| Neumann Capital Management, LLC | 1.27% | Reduce -2.5% | 28,950 | $3.7M |
| Private Trust Co. NA | 0.39% | Add +4.3% | 28,367 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.11% | Reduce -1.4% | 28,042 | $3.6M |
| Western Wealth Management, LLC | 0.26% | Reduce -2.6% | 27,922 | $3.6M |
| Greenline Partners, LLC | 0.54% | No change | 27,574 | $3.5M |
| Aspiriant, LLC | 0.14% | Reduce -1.7% | 27,752 | $3.5M |
| Essex Financial Services, Inc. | 0.26% | Add +27.4% | 28,913 | $3.5M |
| Flagship Private Wealth, LLC | 2.05% | Add +2.6% | 27,158 | $3.5M |
| AAFMAA Wealth Management & Trust LLC | 1.70% | New | 27,134 | $3.5M |
| JMG Financial Group, Ltd. | 0.12% | No change | 26,181 | $3.3M |
| Columbus Macro, LLC | 1.28% | Reduce -3.3% | 25,385 | $3.3M |
| Bailard, Inc. | 0.09% | Reduce -1.4% | 25,923 | $3.3M |
| Endowment Wealth Management, Inc. | 2.34% | Add +14.8% | 25,248 | $3.2M |
| Integrated Advisors Network LLC | 0.17% | Reduce -42.4% | 25,197 | $3.2M |
| Seven Springs Wealth Group, LLC | 1.28% | Add +2.9% | 25,161 | $3.2M |
| Northern Trust Corp. | 0.00% | Add +32.8% | 25,151 | $3.2M |
| Hollencrest Capital Management | 0.14% | No change | 24,795 | $3.2M |
| HB Wealth Management, LLC | 0.04% | No change | 24,562 | $3.1M |
| Garde Capital, Inc. | 0.22% | Reduce -0.7% | 24,405 | $3.1M |
| CENTRAL TRUST Co | 0.08% | Add +0.1% | 24,175 | $3.1M |
| Prudential Financial Inc. | 0.00% | Add +6.9% | 24,052 | $3.1M |
| Independent Financial Group, LLC | 0.12% | Add +2.3% | 23,681 | $3.0M |
| Financial Counselors Inc. | 0.05% | Add +14.2% | 23,489 | $3.0M |
| WealthShield Partners, LLC | 0.45% | Reduce -0.8% | 23,122 | $2.9M |
| Omega Financial Group, LLC | 1.19% | Add +2.6% | 23,076 | $2.9M |
| Riverbridge Partners LLC | 0.04% | Add +24.2% | 22,844 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.9% | 22,776 | $2.9M |
| William Howard & Co Financial Advisors Inc | 2.66% | No change | 22,566 | $2.9M |
| Planning Directions Inc. | 1.89% | Reduce -6.3% | 21,817 | $2.8M |
| Beam Wealth Advisors, Inc. | 0.91% | New | 21,449 | $2.7M |
| Marshall Wace, LLP | 0.00% | Reduce -69.8% | 21,116 | $2.7M |
| Cornell Pochily Investment Advisors, Inc. | 1.02% | Add +12.1% | 21,098 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.0% | 21,012 | $2.7M |
| Knightsbridge Asset Management, LLC | 0.67% | Add +2.2% | 20,873 | $2.7M |
| Stokes Family Office, LLC | 0.31% | Add +0.5% | 20,832 | $2.7M |
| Good Life Advisors, LLC | 0.20% | Reduce -3.1% | 19,424 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.6% | 19,350 | $2.5M |
| Legacy Private Trust Co. | 0.17% | No change | 19,300 | $2.5M |
| Flow Traders U.S. LLC | 0.12% | New | 19,181 | $2.4M |
| Traveka Wealth, LLC | 1.19% | No change | 19,160 | $2.4M |
| Ieq Capital, LLC | 0.03% | Add +214.8% | 19,083 | $2.4M |
| Eagle Strategies LLC | 0.46% | Add +362.3% | 18,845 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +28.9% | 18,681 | $2.4M |
| TriaGen Wealth Management LLC | 0.90% | Reduce -3.0% | 18,326 | $2.3M |
| Quantinno Capital Management LP | 0.04% | No change | 18,024 | $2.3M |
| Caprock Group, LLC | 0.09% | Add +0.0% | 17,356 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -39.7% | 17,267 | $2.2M |
| Sovereign Financial Group, Inc. | 0.54% | Reduce -0.2% | 17,095 | $2.2M |
| Jamison Private Wealth Management, Inc. | 0.35% | Reduce -1.6% | 16,555 | $2.1M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -0.6% | 16,540 | $2.0M |
| Provenance Wealth Advisors, LLC | 0.28% | No change | 15,936 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -0.1% | 15,798 | $2.0M |
| Ackerman Capital Advisors, LLC | 0.53% | No change | 15,750 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 15,618 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -7.9% | 15,346 | $2.0M |
| Cahill Financial Advisors Inc. | 0.27% | Add +0.4% | 15,294 | $1.9M |
| PFG Advisors | 0.13% | Add +4.4% | 15,075 | $1.9M |
| Prospera Financial Services Inc | 0.05% | Reduce -3.3% | 14,948 | $1.9M |
| Coho Partners, Ltd. | 0.06% | Reduce -92.2% | 14,469 | $1.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +11.8% | 14,019 | $1.8M |
| EP Wealth Advisors, LLC | 0.02% | Add +7.3% | 14,094 | $1.8M |
| Gotham Asset Management | 0.02% | Reduce -0.9% | 13,820 | $1.8M |
| Sterling Investment Counsel, LLC | 0.69% | Reduce -0.6% | 13,665 | $1.7M |
| Graypoint LLC | 0.12% | New | 13,629 | $1.7M |
| Transcend Capital Advisors, LLC | 0.12% | Add +8.4% | 13,412 | $1.7M |
| Litman Gregory Wealth Management LLC | 0.15% | No change | 13,314 | $1.7M |
| Family Firm, Inc. | 0.38% | Reduce -7.5% | 13,314 | $1.7M |
| Renaissance Technologies | 0.00% | New | 13,300 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.32% | Reduce -7.0% | 13,023 | $1.7M |
| Brighton Jones LLC | 0.05% | Add +3.7% | 12,954 | $1.7M |
| Becker Capital Management Inc. | 0.05% | Reduce -3.8% | 12,477 | $1.6M |
| Clarius Group, LLC | 0.11% | No change | 12,300 | $1.6M |
| Clearstead Advisors, LLC | 0.03% | No change | 12,209 | $1.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.57% | Add +0.1% | 11,885 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +7.5% | 11,717 | $1.5M |
| Darden Wealth Group Inc | 0.90% | Add +1.1% | 11,689 | $1.5M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -0.4% | 11,617 | $1.5M |
| Sand Hill Global Advisors, LLC | 0.07% | New | 11,600 | $1.5M |
| Nikulski Financial, Inc. | 0.46% | Add +1.5% | 11,359 | $1.4M |
| Sweeney & Michel, LLC | 0.60% | Add +0.1% | 10,639 | $1.4M |
| Ullmann Wealth Partners Group, LLC | 0.20% | Add +60.7% | 10,902 | $1.4M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -4.1% | 10,746 | $1.4M |
| Cim, LLC | 0.21% | Reduce -9.9% | 11,006 | $1.4M |
| Uptick Partners, LLC | 1.05% | No change | 11,619 | $1.4M |
| ORG Partners LLC | 0.17% | New | 10,520 | $1.3M |
| Trilogy Capital Inc. | 0.07% | Add +16.4% | 10,528 | $1.3M |
| Benchmark Financial Wealth Advisors, LLC | 0.49% | Add +0.1% | 10,471 | $1.3M |
| Hubbell Strickland Wealth Management, LLC | 0.66% | Add +1.8% | 10,393 | $1.3M |
| Assetmark, Inc. | 0.00% | Reduce -76.0% | 10,345 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +70.4% | 10,315 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.7% | 10,227 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +0.4% | 10,220 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.4% | 10,198 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.4% | 10,198 | $1.3M |
| Liberty One Investment Management, LLC | 0.15% | Add +77.7% | 10,155 | $1.3M |
| &partners | 0.06% | Add +128.4% | 10,109 | $1.3M |
| American State Bank (Iowa) | 0.81% | Reduce -3.0% | 9,879 | $1.3M |
| Commerce Bank | 0.01% | No change | 9,851 | $1.3M |
| Perennial Investment Advisors, LLC | 0.18% | Add +26.5% | 9,752 | $1.2M |
| YHB Investment Advisors, Inc. | 0.11% | Add +10.2% | 9,706 | $1.2M |
| Robinson Smith Wealth Advisors LLC | 1.07% | Add +0.3% | 9,542 | $1.2M |
| Kovack Advisors, Inc. | 0.13% | New | 9,482 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +67.5% | 9,360 | $1.2M |
| GSG Advisors LLC | 0.42% | Add +0.0% | 9,235 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +93.2% | 9,214 | $1.2M |
| Coordinated Financial Services, Inc. | 1.01% | Reduce -7.6% | 9,136 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +18.9% | 9,117 | $1.2M |
| Grey Fox Wealth Advisors, LLC | 0.40% | Reduce -0.1% | 8,901 | $1.1M |
| Wealth Management Partners, LLC | 0.55% | Reduce -1.0% | 8,870 | $1.1M |
| Presilium Private Wealth, LLC | 0.28% | Reduce -6.4% | 8,817 | $1.1M |
| Talisman Wealth Advisors LLC | 1.29% | Add +1.0% | 8,735 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.8% | 8,720 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.12% | New | 8,702 | $1.1M |
| Optivise Advisory Services LLC | 0.60% | — | 8,683 | $1.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.11% | No change | 8,643 | $1.1M |
| VAUGHAN & Co SECURITIES, INC. | 0.69% | Reduce -1.9% | 8,554 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Reduce -6.1% | 8,498 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -11.1% | 8,468 | $1.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.41% | Reduce -12.4% | 8,572 | $1.1M |
| Burns Matteson Capital Management, LLC | 0.66% | Reduce -5.9% | 8,220 | $1.0M |
| Empirical Asset Management, LLC | 0.39% | Add +5061.4% | 300,706 | $1.0M |
| Venture Visionary Partners LLC | 0.05% | Reduce -1.6% | 8,120 | $1.0M |
| Symphony Financial, Ltd. Co. | 0.19% | Reduce -13.8% | 7,976 | $1.0M |
| Denver PWM, LLC | 0.41% | Reduce -1.7% | 7,996 | $1.0M |
| XML Financial, LLC | 0.10% | Add +2.5% | 7,879 | $1.0M |
| Johnson Financial Group, Inc. | 0.05% | No change | 7,867 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.23% | No change | 7,815 | $996K |
| Asset Management Group, Inc. | 0.15% | Add +0.1% | 7,811 | $996K |
| Zions Bancorporation, N.A. | 0.08% | No change | 7,806 | $995K |
| Magnolia Capital Advisors LLC | 0.55% | New | 7,747 | $988K |
| PFG Investments, LLC | 0.07% | Add +0.2% | 7,714 | $983K |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | No change | 7,605 | $969K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -73.8% | 7,599 | $969K |
| Mitchell Capital Management Co. | 0.17% | Reduce -10.0% | 7,440 | $948K |
| Twin Peaks Wealth Advisors, LLC | 0.46% | Add +0.8% | 7,283 | $928K |
| TL Private Wealth | 0.42% | Add +0.1% | 6,965 | $922K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | New | 7,200 | $918K |
| Trek Financial, LLC | 0.07% | Reduce -0.0% | 7,162 | $913K |
| Van Hulzen Asset Management, LLC | 0.06% | Reduce -0.3% | 7,065 | $901K |
| MAI Capital Management | 0.01% | Add +27.4% | 7,050 | $899K |
| Inscription Capital, LLC | 0.14% | No change | 7,000 | $892K |
| Eldridge Investment Advisors, Inc. | 0.22% | Add +0.0% | 6,987 | $891K |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +0.8% | 6,909 | $881K |
| Ulland Investment Advisors, LLC | 0.67% | Reduce -0.4% | 6,861 | $875K |
| Weil Company, Inc. | 0.32% | No change | 6,843 | $872K |
| Whittier Trust Co. | 0.01% | Reduce -15.6% | 6,750 | $860K |
| Diversified, LLC | 0.10% | New | 6,672 | $850K |
| 9258 Wealth Management, LLC | 0.13% | Reduce -0.2% | 6,646 | $847K |
| Franklin Resources Inc. | 0.00% | No change | 6,554 | $836K |
| Citigroup Inc. | 0.00% | Reduce -70.3% | 6,516 | $831K |
| Wealthspire Advisors, LLC | 0.01% | Add +4.7% | 6,467 | $824K |
| Wealthquest Corp | 0.09% | Reduce -12.9% | 6,464 | $824K |
| Victory Financial Group, LLC | 0.38% | Add +50.0% | 6,417 | $818K |
| Waterloo Capital, L.P. | 0.10% | Reduce -8.8% | 6,405 | $816K |
| Crestwood Advisors Group, LLC | 0.02% | Add +5.2% | 6,354 | $810K |
| Betterment LLC | 0.00% | Add +19.0% | 6,334 | $807K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +3.0% | 6,312 | $805K |
| Droms Strauss Advisors Inc. /Mo/ | 0.29% | Add +0.1% | 6,262 | $798K |
| Peak Planning Group, LLC | 0.39% | New | 6,190 | $789K |
| Snowden Capital Advisors LLC | 0.02% | Add +29.6% | 6,097 | $777K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +322.3% | 6,043 | $770K |
| One Day In July LLC | 0.10% | Add +0.5% | 6,027 | $768K |
| Visionary Wealth Advisors | 0.05% | Reduce -0.1% | 6,012 | $766K |
| Schmidt P J Investment Management Inc. | 0.14% | No change | 6,000 | $765K |
| Townsquare Capital LLC | 0.01% | Add +49.4% | 5,986 | $763K |
| Investors Research Corp | 0.18% | Add +6.5% | 5,975 | $762K |
| One Charles Private Wealth Services, LLC | 0.32% | No change | 5,970 | $761K |
| Biondo Investment Advisors, LLC | 0.11% | Reduce -0.6% | 5,901 | $752K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +0.1% | 5,889 | $751K |
| Insight Wealth Strategies, LLC | 0.11% | Add +0.1% | 5,889 | $751K |
| Benjamin Edwards Inc. | 0.14% | Add +11.2% | 5,878 | $749K |
| Smartleaf Asset Management LLC | 0.12% | Add +12550.0% | 5,819 | $748K |
| Leavell Investment Management, Inc. | 0.04% | Add +34.5% | 5,798 | $739K |
| TCTC Holdings, LLC | 0.03% | No change | 5,699 | $727K |
| Sunbelt Securities, Inc. | 0.07% | Add +4.8% | 5,619 | $716K |
| Kaizen Financial Strategies | 0.45% | Add +20.5% | 5,813 | $714K |
| Consilio Wealth Advisors, LLC | 0.32% | Add +0.1% | 5,556 | $708K |
| Allen Capital Group, LLC | 0.10% | Reduce -7.4% | 5,525 | $704K |
| Carolinas Wealth Consulting LLC | 0.14% | Add +1.9% | 5,512 | $703K |
| FC Advisory LLC | 0.26% | Reduce -2.7% | 5,496 | $701K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +0.8% | 5,440 | $693K |
| MidAtlantic Capital Management, Inc. | 0.58% | No change | 5,394 | $688K |
| Arden Trust Co | 0.10% | No change | 5,385 | $686K |
| Colonial Trust Co / SC | 0.12% | No change | 5,346 | $682K |
| GM Advisory Group, LLC | 0.04% | No change | 5,331 | $680K |
| Diversify Advisory Services, LLC | 0.04% | Add +38.1% | 5,122 | $677K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -1.5% | 5,274 | $672K |
| Oak Ridge Investments LLC | 0.06% | Add +53.7% | 5,251 | $669K |
| Verus Capital Partners, LLC | 0.07% | Add +4.9% | 5,247 | $669K |
| Rehmann Capital Advisory Group | 0.05% | Add +1.7% | 5,196 | $662K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +40.3% | 5,194 | $662K |
| Whalerock Point Partners, LLC | 0.18% | No change | 5,184 | $661K |
| Collective Family Office LLC | 0.19% | Reduce -4.5% | 5,155 | $657K |
| Empower Advisory Group, LLC | 0.00% | Add +14.4% | 5,149 | $656K |
| Hoxton Planning & Management, LLC | 0.30% | Add +4.3% | 5,110 | $651K |
| Choreo, LLC | 0.01% | Add +14.4% | 5,034 | $646K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -1.1% | 5,035 | $642K |
| Millington Financial Advisors, LLC | 0.44% | Add +0.0% | 5,017 | $640K |
| Bennett Selby Investments LP | 0.29% | No change | 5,000 | $637K |
| Forte Asset Management LLC | 0.38% | No change | 4,994 | $637K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -1.2% | 4,938 | $630K |
| SpiderRock Advisors, LLC | 0.02% | No change | 4,900 | $625K |
| Melone Private Wealth, LLC | 0.37% | No change | 4,849 | $618K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.15% | Reduce -3.4% | 4,835 | $616K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 4,801 | $612K |
| Legacy Financial Advisors, Inc. | 0.11% | No change | 4,800 | $612K |
| Advisory Services Network, LLC | 0.01% | Reduce -9.2% | 4,771 | $608K |
| Twelve Points Wealth Management LLC | 0.21% | Add +72.1% | 4,762 | $607K |
| St. Clair Advisors, LLC | 0.19% | Reduce -16.7% | 4,757 | $606K |
| Maxwell Wealth Strategies Inc. | 0.30% | No change | 4,738 | $604K |
| FourThought Financial Partners, LLC | 0.08% | Reduce -5.2% | 4,714 | $601K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -19.0% | 4,706 | $600K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -10.4% | 4,691 | $598K |
| Madison Asset Management, LLC | 0.01% | Reduce -11.0% | 4,653 | $593K |
| Godshalk Welsh Capital Management, Inc. | 0.39% | No change | 4,615 | $588K |
| SOL Capital Management CO | 0.07% | No change | 4,560 | $581K |
| Avior Wealth Management, LLC | 0.02% | Add +0.7% | 4,488 | $572K |
| High Falls Advisors, Inc | 0.14% | Add +0.0% | 4,463 | $569K |
| Sapient Capital LLC | 0.01% | No change | 4,403 | $561K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -2.5% | 4,366 | $557K |
| Worth Financial Advisory Group, LLC | 0.37% | No change | 4,365 | $556K |
| Monument Capital Management | 0.16% | Reduce -86.7% | 4,326 | $551K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,321 | $551K |
| Greenwood Gearhart LLC | 0.05% | No change | 4,292 | $547K |
| RTD Financial Advisors, Inc. | 0.07% | New | 4,264 | $544K |
| DGS Capital Management, LLC | 0.15% | Add +55.0% | 4,260 | $543K |
| Linscomb Wealth, Inc. | 0.03% | No change | 4,257 | $543K |
| Weaver Consulting Group | 0.19% | No change | 4,247 | $541K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.0% | 4,240 | $541K |
| Geneos Wealth Management Inc. | 0.02% | Add +5.4% | 4,239 | $540K |
| Bleakley Financial Group, LLC | 0.02% | Add +127.0% | 4,233 | $540K |
| Simplicity Wealth,LLC | 0.01% | Add +127.0% | 4,233 | $540K |
| Patten & Patten Inc. | 0.04% | No change | 4,164 | $531K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +1.0% | 4,161 | $531K |
| Anchor Investment Management, LLC | 0.05% | No change | 4,134 | $527K |
| Seascape Capital Management | 0.20% | Add +0.7% | 4,112 | $524K |
| Three Bridge Wealth Advisors, LLC | 0.21% | Add +0.0% | 4,081 | $520K |
| Meridian Wealth Advisors, LLC | 0.09% | No change | 4,075 | $519K |
| Cerity Partners LLC | 0.00% | Reduce -6.1% | 4,008 | $511K |
| Retirement Income Solutions, Inc. | 0.12% | No change | 4,000 | $510K |
| AlTi Global, Inc. | 0.01% | No change | 3,971 | $506K |
| Harbour Investments, Inc. | 0.02% | Reduce -15.6% | 3,913 | $499K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -9.1% | 3,850 | $491K |
| RPG Investment Advisory, LLC | 0.07% | Add +1.7% | 3,830 | $488K |
| Atlantic Union Bankshares Corp | 0.03% | New | 3,830 | $488K |
| Bright Futures Wealth Management, LLC. | 0.26% | Reduce -5.0% | 3,988 | $482K |
| Garrett Wealth Advisory Group, LLC | 0.18% | New | 3,747 | $478K |
| Fielder Capital Group LLC | 0.18% | Reduce -4.2% | 3,746 | $478K |
| St Germain D J Co. Inc. | 0.02% | Add +1.1% | 3,722 | $474K |
| Crescent Grove Advisors, LLC | 0.05% | Reduce -3.2% | 3,659 | $466K |
| Ancora Advisors LLC | 0.01% | Add +7.7% | 3,609 | $460K |
| Clearbridge Investments, LLC | 0.00% | Reduce -43.4% | 3,546 | $452K |
| Morris Financial Concepts, Inc. | 0.21% | New | 3,514 | $448K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.8% | 3,511 | $448K |
| First City Capital Management, Inc. | 0.25% | Add +0.0% | 3,438 | $438K |
| Peterson Wealth Advisors, LLC | 0.09% | Add +0.1% | 3,381 | $431K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 3,371 | $430K |
| Armbruster Capital Management, Inc. | 0.09% | Reduce -3.4% | 3,350 | $427K |
| Adapt Wealth Advisors, LLC | 0.27% | No change | 3,338 | $426K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -32.5% | 3,316 | $423K |
| Altfest L J & Co. Inc. | 0.06% | Add +1.3% | 3,243 | $413K |
| Summit Wealth Partners, LLC | 0.08% | No change | 3,205 | $409K |
| Magnus Financial Group LLC | 0.05% | Reduce -8.9% | 3,180 | $405K |
| KFA Private Wealth Group, LLC | 0.21% | Add +0.0% | 3,110 | $396K |
| Philip James Wealth Mangement, LLC | 0.26% | Reduce -0.5% | 3,072 | $392K |
| DAVENPORT & Co LLC | 0.00% | Add +17.2% | 3,046 | $388K |
| Wealth Alliance, LLC | 0.05% | Add +4.3% | 2,963 | $378K |
| Headinvest, LLC | 0.07% | No change | 2,950 | $376K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.4% | 2,844 | $375K |
| Oarsman Capital, Inc. | 0.08% | No change | 2,918 | $372K |
| Premier Path Wealth Partners, LLC | 0.06% | Reduce -27.9% | 2,917 | $372K |
| Pallas Capital Advisors LLC | 0.02% | No change | 2,893 | $370K |
| Aft, Forsyth & Company, Inc. | 0.18% | Add +0.1% | 2,896 | $369K |
| GC Wealth Management RIA, LLC | 0.07% | No change | 2,867 | $365K |
| Moneco Advisors, LLC | 0.05% | No change | 2,852 | $364K |
| WMG Financial Advisors, LLC | 0.19% | No change | 2,836 | $362K |
| GenWealth Group, Inc. | 0.09% | Reduce -0.4% | 2,802 | $357K |
| WealthCare Investment Partners, LLC | 0.17% | Add +13.2% | 2,797 | $357K |
| Claro Advisors Inc. | 0.06% | Add +10.2% | 2,784 | $355K |
| Stephens Consulting, LLC | 0.10% | No change | 2,754 | $351K |
| Inspire Advisors, LLC | 0.05% | New | 2,736 | $349K |
| Verity & Verity, LLC | 0.04% | No change | 2,706 | $345K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.1% | 2,697 | $344K |
| Calamos Wealth Management LLC | 0.02% | No change | 2,669 | $340K |
| Westmount Partners, LLC | 0.11% | Add +19.5% | 2,641 | $339K |
| Ellevest, Inc. | 0.02% | No change | 2,654 | $338K |
| West Branch Capital LLC | 0.12% | Add +2.1% | 2,615 | $333K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,600 | $331K |
| Evoke Wealth, LLC | 0.48% | Reduce -87.9% | 2,570 | $328K |
| Northside Capital Management, LLC | 0.06% | No change | 2,570 | $328K |
| Revolve Wealth Partners, LLC | 0.05% | Reduce -15.1% | 2,534 | $323K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 2,500 | $319K |
| Boyd Wealth Management, LLC | 0.17% | Add +25.5% | 2,449 | $312K |
| Convergence Financial, LLC | 0.08% | Add +14.6% | 2,423 | $309K |
| SFG Wealth Management, LLC. | 0.18% | Reduce -20.5% | 2,416 | $308K |
| Goldstein Advisors, LLC | 0.05% | Reduce -1.3% | 2,415 | $308K |
| VitalStone Financial, LLC | 0.22% | Add +0.0% | 2,407 | $307K |
| Elevation Capital Advisory, LLC | 0.14% | — | 2,403 | $306K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 2,400 | $306K |
| Adero Partners, LLC | 0.02% | No change | 2,393 | $305K |
| Financial Management Network Inc. | 0.07% | No change | 2,286 | $301K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,360 | $301K |
| Brown Advisory Inc. | 0.00% | Reduce -55.6% | 2,346 | $299K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,330 | $297K |
| Traynor Capital Management, Inc. | 0.03% | New | 2,325 | $296K |
| InTrack Investment Management Inc | 0.21% | Add +10.8% | 2,296 | $293K |
| Signaturefd, LLC | 0.01% | Add +14.2% | 2,278 | $290K |
| First Trust Direct Indexing L.P. | 0.02% | Add +21.6% | 2,260 | $288K |
| Members Wealth LLC | 0.19% | — | 1,915 | $288K |
| Qube Research & Technologies Ltd | 0.00% | Add +174.9% | 2,243 | $286K |
| Engineers Gate Manager LP | 0.01% | New | 2,231 | $284K |
| Synovus Financial Corp. | 0.00% | Reduce -7.5% | 2,188 | $279K |
| SageView Advisory Group, LLC | 0.02% | Reduce -96.1% | 2,164 | $276K |
| Meridian Financial Advisors, LLC | 0.20% | New | 2,161 | $275K |
| Bank of New Hampshire | 0.07% | No change | 2,153 | $274K |
| O'Brien Greene & Co. Inc | 0.09% | New | 2,150 | $274K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -0.7% | 2,133 | $272K |
| Element Pointe Advisors, LLC | 0.07% | No change | 2,099 | $268K |
| Albion Financial Group | 0.02% | Reduce -1.2% | 2,098 | $267K |
| Atlas Private Wealth Advisors | 0.04% | New | 2,093 | $267K |
| Financial Perspectives, Inc | 0.10% | Reduce -2.5% | 2,077 | $265K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 2,044 | $261K |
| Embree Financial Group | 0.05% | Reduce -50.0% | 2,035 | $259K |
| Salem Investment Counselors Inc. | 0.01% | Add +107.3% | 2,034 | $259K |
| Indiana Trust & Investment Management Co | 0.10% | New | 2,033 | $259K |
| Summit Global Investments | 0.02% | No change | 2,017 | $257K |
| Joel Isaacson & Co., LLC | 0.01% | New | 2,000 | $255K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -2.3% | 2,000 | $255K |
| KWB Wealth | 0.03% | Reduce -32.3% | 2,167 | $254K |
| Accurate Wealth Management, LLC | 0.06% | New | 1,892 | $250K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | Add +0.5% | 1,961 | $250K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -76.1% | 1,945 | $248K |
| Arkadios Wealth Advisors | 0.02% | New | 1,932 | $246K |
| Leisure Capital Management | 0.11% | No change | 1,924 | $245K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,895 | $242K |
| Keybank National Association | 0.00% | Reduce -5.4% | 1,872 | $239K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,844 | $235K |
| Financial Partners Group, Inc | 0.04% | Add +0.6% | 1,835 | $234K |
| Augustine Asset Management Inc. | 0.09% | New | 1,823 | $232K |
| Awm Capital, LLC | 0.03% | No change | 1,803 | $230K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,800 | $229K |
| Heritage Wealth Management, LLC | 0.13% | No change | 1,785 | $228K |
| Heritage Family Offices, LLP | 0.13% | — | 1,785 | $228K |
| Oak Asset Management, LLC | 0.08% | New | 1,766 | $225K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 1,759 | $224K |
| Ehrlich Financial Group | 0.18% | Reduce -29.1% | 1,752 | $223K |
| Ritholtz Wealth Management | 0.01% | New | 1,740 | $222K |
| Verum Partners LLC | 0.07% | No change | 1,724 | $220K |
| Collaborative Wealth Managment Inc. | 0.11% | No change | 1,719 | $219K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Add +4.5% | 1,723 | $219K |
| New England Private Wealth Advisors LLC | 0.04% | New | 1,716 | $219K |
| United Advisor Group, LLC | 0.07% | New | 1,714 | $219K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -0.1% | 1,707 | $218K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 1,694 | $218K |
| Bank Ozk | 0.09% | New | 1,706 | $217K |
| Colonial River Investments, LLC | 0.12% | Reduce -2.9% | 1,703 | $217K |
| Axxcess Wealth Management, LLC | 0.01% | New | 1,703 | $217K |
| Stonebrook Private Inc. | 0.06% | New | 1,687 | $215K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | New | 1,686 | $215K |
| Cypress Capital, LLC | 0.06% | New | 1,681 | $214K |
| Round Rock Advisors LLC | 0.05% | New | 1,636 | $209K |
| Continuum Advisory, LLC | 0.03% | New | 1,624 | $207K |
| Stephens Inc. | 0.00% | New | 1,614 | $206K |
| Elevatus Welath Management | 0.08% | New | 1,604 | $204K |
| Weatherly Asset Management L. P. | 0.02% | New | 1,602 | $204K |
| MainStreet Investment Advisors LLC | 0.03% | New | 1,600 | $204K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,600 | $204K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -58.2% | 1,591 | $203K |
| Kelman-Lazarov, Inc. | 0.04% | New | 1,588 | $202K |
| Private Wealth Partners, LLC | 0.02% | New | 1,588 | $202K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 1,586 | $202K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,584 | $202K |
| Graham Capital Wealth Management, LLC | 0.28% | New | 1,583 | $202K |
| Verdence Capital Advisors LLC | 0.02% | New | 1,582 | $202K |
| Csenge Advisory Group | 0.01% | Reduce -94.5% | 1,579 | $201K |
| Regal Investment Advisors LLC | 0.01% | Reduce -20.7% | 1,578 | $201K |
| Abbrea Capital, LLC | 0.03% | New | 1,580 | $201K |
| Advisors Capital Management, LLC | 0.00% | New | 1,570 | $200K |
| Centerpoint Advisors, LLC | 0.07% | No change | 1,533 | $195K |
| DT Investment Partners, LLC | 0.02% | No change | 1,528 | $195K |
| Fifth Third Bancorp | 0.00% | Reduce -14.0% | 1,506 | $192K |
| Barrett & Company, Inc. | 0.09% | Add +0.1% | 1,504 | $192K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,480 | $189K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,438 | $183K |
| IFP Advisors, Inc | 0.01% | Reduce -22.6% | 1,400 | $178K |
| Ballast Advisors LLC | 0.06% | No change | 1,394 | $178K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -4.1% | 1,321 | $168K |
| Capital Analysts, LLC | 0.01% | Reduce -27.2% | 1,294 | $165K |
| Institutional & Family Asset Management, LLC | 0.03% | No change | 1,280 | $163K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,263 | $161K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,262 | $161K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,232 | $155K |
| Centaurus Financial, Inc. | 0.01% | Add +12.8% | 1,218 | $155K |
| Sanctuary Wealth Management, L.L.C. | 0.10% | No change | 1,080 | $138K |
| Key Financial Inc | 0.03% | No change | 1,054 | $134K |
| Arax Advisory Partners | 0.01% | Add +0.1% | 1,018 | $130K |
| Sachetta, LLC | 0.06% | Reduce -0.1% | 1,041 | $128K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -8.6% | 1,000 | $127K |
| Park Place Capital Corp | 0.04% | Add +0.1% | 930 | $119K |
| Addison Advisors LLC | 0.04% | No change | 930 | $119K |
| Mitchell Sinkler & Starr | 0.03% | No change | 920 | $118K |
| International Assets Investment Management, LLC | 0.01% | New | 922 | $118K |
| Carmichael Hill & Associates, Inc. | 0.05% | No change | 901 | $115K |
| PSI Advisors, LLC | 0.04% | Add +0.2% | 884 | $113K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 853 | $109K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | No change | 843 | $108K |
| NFSG Corp | 0.04% | Add +31.4% | 836 | $107K |
| Realta Investment Advisors | 0.02% | Add +78.1% | 798 | $102K |
| Strategic Financial Concepts, LLC | 0.06% | Add +7764.9% | 169,409 | $101K |
| SouthState Bank Corp | 0.01% | Reduce -3.2% | 792 | $101K |
| Providence Capital Advisors, LLC | 0.02% | Add +102.4% | 767 | $98K |
| ICA Group Wealth Management, LLC | 0.06% | Reduce -95.9% | 743 | $95K |
| Viewpoint Capital Management LLC | 0.06% | New | 734 | $94K |
| Gradient Investments LLC | 0.00% | Add +980.3% | 659 | $84K |
| Arlington Trust Co LLC | 0.02% | No change | 623 | $79K |
| Morton Brown Family Wealth, LLC | 0.03% | Add +27.2% | 599 | $77K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 600 | $77K |
| Bokf, NA | 0.00% | No change | 535 | $68K |
| Founders Financial Alliance, LLC | 0.02% | No change | 526 | $67K |
| Fairscale Capital, LLC | 0.06% | — | 500 | $66K |
| Lanark Financial, Inc. | 0.01% | No change | 523 | $66K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 483 | $62K |
| Tsfg, LLC | 0.01% | No change | 459 | $59K |
| Robinswood Financial LLC | 0.02% | New | 460 | $59K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 457 | $58K |
| Pacific Center for Financial Services | 0.02% | No change | 442 | $56K |
| Cornerstone Planning Group LLC | 0.02% | No change | 463 | $54K |
| Element Wealth, LLC | 0.03% | Reduce -23.1% | 422 | $54K |
| Pacifica Partners Inc. | 0.02% | New | 395 | $52K |
| Matrix Private Capital Group LLC | 0.03% | No change | 400 | $51K |
| Activest Wealth Management | 0.02% | Add +0.0% | 396 | $50K |
| Sound Income Strategies, LLC | 0.00% | Reduce -60.6% | 388 | $49K |
| Winch Advisory Services, LLC | 0.01% | No change | 384 | $49K |
| Front Row Advisors LLC | 0.02% | No change | 376 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.7% | 375 | $48K |
| Mather Group, Llc. | 0.00% | Add +251.3% | 390 | $46K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -18.3% | 357 | $46K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -23.1% | 350 | $45K |
| Abound Wealth Management | 0.02% | Reduce -14.8% | 344 | $44K |
| Redwood Wealth Management Group, LLC | 0.03% | New | 333 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 322 | $41K |
| Asset Dedication, LLC | 0.00% | Add +13.7% | 315 | $40K |
| Raleigh Capital Management Inc. | 0.02% | Add +0.3% | 314 | $40K |
| Nemes Rush Group LLC | 0.01% | No change | 310 | $40K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 310 | $40K |
| Russell Investments Group, Ltd. | 0.00% | New | 308 | $39K |
| Castleview Partners, LLC | 0.02% | No change | 290 | $37K |
| GAMMA Investing LLC | 0.01% | No change | 289 | $37K |
| LRI Investments, LLC | 0.00% | No change | 289 | $37K |
| National Bank of Canada | 0.00% | Reduce -54.1% | 285 | $37K |
| Clean Yield Group | 0.01% | New | 280 | $36K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -29.0% | 267 | $34K |
| NorthRock Partners, LLC | 0.00% | Reduce -15.8% | 251 | $32K |
| AdvisorNet Financial, Inc | 0.00% | New | 250 | $32K |
| Breakwater Investment Management | 0.01% | No change | 245 | $31K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 244 | $31K |
| Quadrant Capital Group LLC | 0.00% | No change | 228 | $29K |
| Tidemark, LLC | 0.01% | Reduce -61.5% | 227 | $29K |
| Creative Financial Designs Inc. | 0.00% | Reduce -1.4% | 212 | $27K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 211 | $27K |
| Hershey Financial Advisers, LLC | 0.02% | — | 197 | $25K |
| Mechanics Financial Corp | 0.01% | No change | 179 | $23K |
| Archer Investment Corp | 0.01% | Reduce -29.0% | 176 | $22K |
| Unique Wealth Strategies, LLC | 0.01% | New | 189 | $22K |
| IAG Wealth Partners, LLC | 0.00% | No change | 169 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 165 | $21K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -46.9% | 164 | $21K |
| Operose Advisors LLC | 0.01% | No change | 160 | $20K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 155 | $20K |
| Global Wealth Strategies & Associates | 0.01% | No change | 150 | $19K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 145 | $18K |
| TD Capital Management LLC | 0.00% | No change | 143 | $18K |
| Angeles Wealth Management, LLC | 0.00% | No change | 141 | $18K |
| AllSquare Wealth Management LLC | 0.01% | New | 139 | $18K |
| Kelly Financial Services LLC | 0.01% | No change | 135 | $17K |
| Family Manage LLC | 0.00% | No change | 131 | $17K |
| Ashton Thomas Securities, LLC | 0.00% | — | 121 | $16K |
| SYM FINANCIAL Corp | 0.00% | New | 123 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 107 | $14K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 114 | $13K |
| Arcadia Investment Management Corp. | 0.00% | No change | 100 | $13K |
| WR Wealth Planners, LLC | 0.00% | No change | 93 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 92 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 89 | $11K |
| Tucker Asset Management LLC | 0.00% | Reduce -52.7% | 87 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 80 | $10K |
| HM Payson & Co. | 0.00% | New | 74 | $9K |
| First Pacific Financial | 0.00% | New | 72 | $9K |
| TFC Financial Management, Inc. | 0.00% | No change | 71 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 67 | $9K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 62 | $8K |
| Headlands Technologies LLC | 0.00% | New | 60 | $8K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 60 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -50.9% | 58 | $7K |
| First Personal Financial Services | 0.00% | No change | 57 | $7K |
| Bogart Wealth, LLC | 0.00% | Add +14.0% | 57 | $7K |
| Semmax Financial Advisors Inc. | 0.00% | New | 54 | $7K |
| Venturi Wealth Management, LLC | 0.00% | No change | 45 | $6K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -36.5% | 40 | $5K |
| WASHINGTON TRUST Co | 0.00% | No change | 40 | $5K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 38 | $4K |
| Pineridge Advisors LLC | 0.00% | New | 34 | $4K |
| Hobbs Group Advisors, LLC | 0.00% | — | 33 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 30 | $4K |
| City State Bank | 0.00% | No change | 30 | $4K |
| Balentine LLC | 0.00% | No change | 30 | $4K |
| Integrity Financial Corp | 0.00% | No change | 28 | $4K |
| WFA of San Diego, LLC | 0.00% | — | 24 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 22 | $3K |
| Glassman Wealth Services | 0.00% | No change | 20 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 19 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 16 | $2K |
| SWAN Capital LLC | 0.00% | New | 13 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 9 | $1K |
| Atticus Wealth Management, LLC | 0.00% | No change | 8 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 7 | $892 |
| Delta Asset Management LLC | 0.00% | No change | 5 | $657 |
"% 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.