iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q3 2024 (September 30)696holders +11
54new positions
42sold out
3famous investors
$131.50avg. 13F price*
At the end of Q3 2024, 696 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 11 from Q2 2024. 54 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($5.2B), LPL Financial LLC ($2.0B) and Morgan Stanley ($1.7B). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $34.2M |
| Exits | 42 | $17.1M |
All 13F filers, Q2 2024 → Q3 2024: 4,246,813 shares bought and 2,144,550 shares sold, net +2,102,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 696 holders
| Bank of America Corp. | 0.45% | Add +3.1% | 39,210,372 | $5.2B |
| LPL Financial LLC | 0.88% | Add +0.6% | 14,877,167 | $2.0B |
| Morgan Stanley | 0.13% | Add +2.1% | 13,130,592 | $1.7B |
| Jones Financial Companies LLLP | 0.95% | Add +3.4% | 7,081,678 | $928.6M |
| Envestnet Asset Management Inc. | 0.09% | Add +4.7% | 2,160,553 | $285.0M |
| Blue Trust, Inc. | 2.43% | Add +0.1% | 1,458,605 | $185.9M |
| JPMorgan Chase & Co. | 0.01% | Add +6.1% | 1,339,301 | $176.7M |
| Commonwealth Equity Services, LLC | 0.27% | Reduce -2.7% | 1,334,668 | $176.1M |
| UBS Group AG | 0.05% | Add +0.1% | 1,306,415 | $172.3M |
| Facet Wealth, Inc. | 4.01% | Add +3.9% | 1,068,844 | $140.9M |
| Wells Fargo & Company | 0.03% | Add +1.1% | 1,036,971 | $136.8M |
| Kestra Investment Management, LLC | 4.76% | Add +11.1% | 840,995 | $110.9M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -5.5% | 789,987 | $104.2M |
| Royal Bank of Canada | 0.02% | Add +4.3% | 753,502 | $99.4M |
| FMR LLC | 0.01% | Reduce -0.4% | 733,264 | $96.7M |
| Citizens Financial Group Inc. | 1.80% | Add +5.2% | 678,511 | $89.5M |
| Ameriprise Financial Inc. | 0.02% | Add +18.1% | 677,778 | $89.4M |
| Raymond James & Associates | 0.05% | Reduce -3.0% | 605,665 | $79.9M |
| Benjamin Edwards Inc. | 1.15% | Add +10090.9% | 599,022 | $79.0M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -13.1% | 593,561 | $78.3M |
| HighTower Advisors, LLC | 0.11% | Reduce -0.2% | 561,926 | $74.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.2% | 555,517 | $73.3M |
| Corient Private Wealth LP | 0.11% | Add +11.8% | 540,048 | $71.2M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -2.5% | 511,565 | $67.5M |
| Legacy Financial Group LLC | 12.51% | Add +0.2% | 492,993 | $65.0M |
| Merit Financial Group, LLC | 1.43% | Add +12.6% | 484,371 | $63.9M |
| Osaic Holdings, Inc. | 0.12% | Add +22.6% | 415,375 | $54.8M |
| Tennessee Valley Asset Management Partners | 8.94% | Add +2.5% | 409,674 | $54.0M |
| Allworth Financial LP | 0.30% | Reduce -0.7% | 374,855 | $49.4M |
| Cetera Investment Advisers | 0.11% | Add +1.0% | 369,413 | $48.7M |
| Cardinal Strategic Wealth Guidance | 15.10% | Add +9.5% | 349,736 | $46.1M |
| Madison Wealth Partners, Inc | 13.34% | Reduce -0.3% | 341,373 | $45.0M |
| Tanglewood Legacy Advisors, LLC | 19.44% | Reduce -0.0% | 331,800 | $43.8M |
| Natixis Advisors, LLC | 0.09% | Add +15.8% | 330,403 | $43.6M |
| DDFG, Inc | 10.03% | Add +0.6% | 266,071 | $35.1M |
| Veracity Capital LLC | 13.08% | Add +1.9% | 259,337 | $34.2M |
| Petix & Botte Co | 9.10% | Add +1.9% | 259,160 | $34.2M |
| Charles Schwab Trust Co | 2.92% | Add +1.5% | 255,970 | $33.8M |
| Equitable Holdings, Inc. | 0.32% | Reduce -0.5% | 249,530 | $32.9M |
| CX Institutional | 1.45% | Add +1.6% | 248,009 | $32.7M |
| MML Investors Services, LLC | 0.12% | Add +13.6% | 245,353 | $32.4M |
| Sandy Spring Bank | 1.33% | Reduce -3.6% | 244,624 | $32.3M |
| Blair William & Co. | 0.09% | Add +18.1% | 243,573 | $32.1M |
| Hilltop Wealth Advisors, LLC | 14.98% | Reduce -2.1% | 243,450 | $32.1M |
| Howe & Rusling Inc. | 2.72% | Add +5.3% | 239,955 | $31.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.7% | 239,156 | $31.5M |
| Two Sigma Investments, LP | 0.07% | Add +376.0% | 233,700 | $30.8M |
| Edge Capital Group, LLC | 1.35% | Add +5.5% | 231,182 | $30.5M |
| Modera Wealth Management, LLC | 0.38% | Add +1.2% | 228,271 | $30.1M |
| BlackRock, Inc. | 0.00% | — | 218,495 | $28.8M |
| Doliver Advisors, LP | 7.85% | Reduce -22.1% | 216,811 | $28.6M |
| Focus Partners Wealth | 0.09% | Reduce -52.1% | 202,136 | $26.7M |
| Avantax Advisory Services, Inc. | 0.17% | Reduce -2.6% | 197,883 | $26.1M |
| Private Advisor Group, LLC | 0.16% | Add +9.5% | 197,326 | $26.0M |
| Strategies Wealth Advisors, LLC | 3.41% | Reduce -5.8% | 193,329 | $25.5M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -0.9% | 184,976 | $25.4M |
| Mascoma Wealth Management LLC | 5.98% | Reduce -2.6% | 182,206 | $24.0M |
| Cutler Investment Counsel LLC | 3.02% | Add +5.9% | 181,184 | $23.9M |
| ForthRight Wealth Management, LLC | 7.80% | Reduce -7.8% | 177,514 | $23.4M |
| Baird Financial Group, Inc. | 0.04% | Reduce -5.0% | 160,959 | $21.2M |
| Aspen Wealth Management LLC | 6.37% | Add +7.5% | 159,039 | $21.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +137.7% | 158,226 | $20.9M |
| Atria Investments, Inc | 0.25% | Add +10.5% | 150,952 | $19.9M |
| Financial Advocates Investment Management | 1.07% | Add +13.9% | 143,127 | $18.9M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -4.9% | 140,856 | $18.6M |
| Gallagher Fiduciary Advisors, LLC | 3.73% | Add +7.8% | 139,483 | $18.4M |
| Principal Securities, Inc. | 0.44% | Add +1.8% | 137,931 | $18.2M |
| Spire Wealth Management | 0.61% | Reduce -5.3% | 136,708 | $18.0M |
| Hudock, Inc. | 3.07% | Reduce -0.4% | 134,920 | $17.8M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -2.5% | 133,274 | $17.6M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -60.6% | 123,024 | $16.2M |
| Stifel Financial Corp. | 0.02% | Add +0.0% | 122,965 | $16.2M |
| Savant Capital, LLC | 0.13% | Reduce -17.9% | 120,520 | $15.9M |
| NBT Bank, N.A. | 1.06% | Add +9.9% | 119,828 | $15.8M |
| Elevation Wealth Partners, LLC | 6.72% | Reduce -0.2% | 118,738 | $15.7M |
| Amplius Wealth Advisors, LLC | 1.71% | Reduce -0.9% | 118,568 | $15.6M |
| NorthStar Asset Management LLC | 10.00% | Add +7.0% | 113,685 | $15.0M |
| Vantage Financial Partners, LLC | 3.64% | Add +3.7% | 111,156 | $14.7M |
| Canvas Wealth Advisors, LLC | 3.92% | Reduce -1.3% | 107,599 | $14.2M |
| Richard W. Paul & Associates, LLC | 5.08% | Reduce -0.7% | 107,300 | $14.2M |
| Birchcreek Wealth Management, LLC | 9.00% | Reduce -0.2% | 104,138 | $13.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.5% | 99,499 | $13.1M |
| Valmark Advisers, Inc. | 0.20% | Add +77.8% | 99,077 | $13.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.4% | 98,601 | $13.0M |
| PCA Investment Advisory Services Inc. | 5.99% | Add +0.4% | 96,355 | $12.7M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -5.4% | 95,052 | $12.5M |
| Ironwood Wealth Management, Inc. | 6.13% | Reduce -1.9% | 94,966 | $12.5M |
| Roberts Financial Services LLC | 2.33% | Reduce -39.4% | 94,363 | $12.4M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -3.2% | 93,314 | $12.3M |
| Truist Financial Corp. | 0.02% | Reduce -15.0% | 92,696 | $12.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -60.8% | 92,643 | $12.2M |
| Concurrent Investment Advisors, LLC | 0.36% | Reduce -0.6% | 92,379 | $12.2M |
| Goldstone Financial Group, LLC | 2.10% | Add +8.1% | 91,570 | $12.1M |
| Captrust Financial Advisors | 0.04% | Reduce -13.7% | 90,772 | $12.0M |
| Brio Consultants, LLC | 1.90% | Add +7.4% | 90,535 | $11.9M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -0.1% | 90,030 | $11.9M |
| Financial Council, LLC | 6.10% | Reduce -0.8% | 88,705 | $11.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +0.5% | 87,983 | $11.6M |
| Founders Financial Securities LLC | 0.99% | Reduce -6.7% | 81,188 | $10.7M |
| Horizon Investments, LLC | 0.28% | Reduce -6.3% | 80,525 | $10.6M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +5.6% | 79,304 | $10.5M |
| Quent Capital, LLC | 1.04% | Add +1.6% | 77,895 | $10.3M |
| Global Strategic Investment Solutions, LLC | 1.18% | Reduce -6.5% | 76,745 | $10.1M |
| AAFMAA Wealth Management & Trust LLC | 4.24% | Add +168.6% | 72,890 | $9.6M |
| IHT Wealth Management, LLC | 0.27% | Add +4.9% | 71,988 | $9.5M |
| Thoroughbred Financial Services, LLC | 0.60% | Reduce -1.6% | 71,077 | $9.4M |
| Allianz Asset Management GmbH | 0.01% | Add +38.0% | 70,390 | $9.3M |
| BOS Asset Management, LLC | 3.44% | Add +9.1% | 70,380 | $9.3M |
| Win Advisors, Inc. | 4.35% | Reduce -30.9% | 70,247 | $9.3M |
| Cresset Asset Management, LLC | 0.04% | Add +14.2% | 69,592 | $9.2M |
| Creative Planning | 0.01% | Add +1.3% | 68,278 | $9.0M |
| Cosner Financial Group, LLC | 5.73% | Reduce -1.3% | 67,337 | $8.9M |
| Wealth Quarterback LLC | 4.50% | Reduce -30.1% | 65,616 | $8.7M |
| Susquehanna International Group, LLP | 0.01% | New | 63,867 | $8.4M |
| Comerica Bank | 0.03% | Add +9.6% | 63,594 | $8.4M |
| Bank of Montreal | 0.00% | Reduce -0.3% | 62,178 | $8.2M |
| Stevens Capital Partners | 3.88% | Add +0.1% | 61,641 | $8.1M |
| Perigon Wealth Management, LLC | 0.22% | Reduce -4.1% | 61,038 | $8.1M |
| Motive Wealth Advisors | 4.72% | No change | 61,607 | $7.9M |
| AE Wealth Management LLC | 0.07% | Add +24.9% | 58,651 | $7.7M |
| Main Street Financial Solutions, LLC | 0.70% | Add +4.3% | 57,781 | $7.6M |
| Phoenix Wealth Advisors | 3.46% | Add +3.4% | 56,431 | $7.4M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -19.7% | 53,226 | $7.0M |
| Mariner, LLC | 0.01% | Add +5.9% | 52,951 | $7.0M |
| Spectrum Wealth Advisory Group, LLC | 3.78% | Add +0.2% | 51,056 | $6.7M |
| Peninsula Wealth, LLC | 1.12% | Reduce -5.9% | 48,120 | $6.4M |
| M&T Bank Corp | 0.02% | Reduce -6.7% | 48,420 | $6.4M |
| IFG Advisory, LLC | 0.37% | Add +13.5% | 44,571 | $5.9M |
| Coldstream Capital Management Inc. | 0.12% | Reduce -2.5% | 43,219 | $5.7M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -1.6% | 43,161 | $5.7M |
| Foundry Financial Group, Inc. | 3.42% | Add +0.8% | 41,488 | $5.5M |
| Good Life Advisors, LLC | 0.33% | Add +109.4% | 40,670 | $5.4M |
| Lido Advisors, LLC | 0.04% | Add +0.6% | 40,244 | $5.3M |
| Redhawk Wealth Advisors, Inc. | 0.75% | Reduce -3.5% | 40,060 | $5.3M |
| RFG Advisory, LLC | 0.16% | Add +10.8% | 39,993 | $5.3M |
| NewEdge Advisors, LLC | 0.03% | Add +22.4% | 39,974 | $5.3M |
| 1900 Wealth Management LLC | 0.45% | Reduce -9.6% | 39,742 | $5.2M |
| TD Private Client Wealth LLC | 0.15% | Add +0.3% | 38,892 | $5.1M |
| Global Retirement Partners, LLC | 0.15% | Reduce -25.7% | 38,388 | $5.1M |
| Investment Advisory Services Inc. /TX | 1.78% | Add +3.5% | 38,241 | $5.0M |
| Cwm, LLC | 0.02% | Reduce -2.0% | 37,859 | $5.0M |
| First Heartland Consultants, Inc. | 0.53% | Reduce -2.0% | 37,496 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +17.8% | 37,332 | $4.9M |
| Able Wealth Management LLC | 3.73% | Add +0.3% | 37,284 | $4.9M |
| US Bancorp \de | 0.01% | Reduce -1.2% | 37,118 | $4.9M |
| Transatlantique Private Wealth LLC | 1.85% | Add +12.7% | 36,724 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.3% | 36,496 | $4.8M |
| Cornerstone Advisory, LLC | 0.61% | Add +2.4% | 34,978 | $4.6M |
| Windward Private Wealth Management Inc. | 1.71% | Reduce -1.2% | 33,783 | $4.5M |
| Old Mission Investment Co LLC | 1.36% | Reduce -1.4% | 33,478 | $4.4M |
| Stonebridge Financial Planning Group, LLC | 2.07% | Reduce -0.2% | 32,990 | $4.4M |
| Vident Advisory, LLC | 0.11% | Add +0.0% | 32,696 | $4.3M |
| Parsons Capital Management Inc. | 0.27% | Add +0.2% | 32,502 | $4.3M |
| McDonald Partners LLC | 1.06% | No change | 32,000 | $4.2M |
| Merkkuri Wealth Advisors LLC | 3.30% | Add +8.8% | 31,682 | $4.2M |
| Colorado Capital Management, Inc. | 2.06% | Reduce -13.1% | 31,578 | $4.2M |
| Legacy Advisory Services, LLC | 3.52% | Add +3.2% | 31,064 | $4.1M |
| Sowell Financial Services LLC | 0.19% | Reduce -4.7% | 30,642 | $4.0M |
| Watchman Group, Inc. | 1.05% | Add +1.8% | 30,481 | $4.0M |
| WealthShield Partners, LLC | 0.54% | Add +29.9% | 30,030 | $4.0M |
| Neumann Capital Management, LLC | 1.32% | Add +3.6% | 30,003 | $4.0M |
| Tiaa Trust, National Association | 0.01% | Add +1.3% | 29,605 | $3.9M |
| Beam Wealth Advisors, Inc. | 1.18% | Add +37.8% | 29,545 | $3.9M |
| New Wave Wealth Advisors LLC | 1.79% | Reduce -1.2% | 29,376 | $3.9M |
| Heritage Oak Wealth Advisors LLC | 1.79% | New | 29,376 | $3.9M |
| Essex Financial Services, Inc. | 0.28% | Reduce -1.4% | 28,498 | $3.8M |
| Focused Wealth Management, Inc | 0.52% | New | 502 | $3.8M |
| Western Wealth Management, LLC | 0.22% | Add +3.0% | 28,767 | $3.8M |
| Flagship Private Wealth, LLC | 1.93% | Add +4.6% | 28,411 | $3.7M |
| Capital Investment Advisory Services, LLC | 0.35% | Reduce -4.3% | 27,964 | $3.7M |
| Endowment Wealth Management, Inc. | 2.42% | Add +10.7% | 27,947 | $3.7M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -0.4% | 27,920 | $3.7M |
| Private Trust Co. NA | 0.37% | Reduce -1.8% | 27,865 | $3.7M |
| Aspiriant, LLC | 0.14% | Add +0.1% | 27,787 | $3.7M |
| Greenline Partners, LLC | 0.52% | No change | 27,574 | $3.6M |
| MIdWestOne Financial Group, Inc. | 0.48% | Reduce -16.8% | 26,379 | $3.5M |
| Bailard, Inc. | 0.09% | Add +1.7% | 26,364 | $3.5M |
| JMG Financial Group, Ltd. | 0.12% | No change | 26,181 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -28.9% | 25,926 | $3.4M |
| Seven Springs Wealth Group, LLC | 1.22% | Reduce -1.2% | 24,870 | $3.3M |
| Columbus Macro, LLC | 1.19% | Reduce -3.4% | 24,517 | $3.3M |
| HB Wealth Management, LLC | 0.03% | Add +0.0% | 24,564 | $3.2M |
| Financial Counselors Inc. | 0.05% | Add +4.3% | 24,511 | $3.2M |
| Garde Capital, Inc. | 0.21% | No change | 24,405 | $3.2M |
| Omega Financial Group, LLC | 1.22% | Add +5.3% | 24,307 | $3.2M |
| Prudential Financial Inc. | 0.00% | Add +0.9% | 24,265 | $3.2M |
| Flow Traders U.S. LLC | 0.16% | Add +26.1% | 24,182 | $3.2M |
| CENTRAL TRUST Co | 0.07% | Reduce -0.1% | 24,160 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +25.4% | 23,423 | $3.1M |
| Cornell Pochily Investment Advisors, Inc. | 1.07% | Add +10.7% | 23,359 | $3.1M |
| Independent Financial Group, LLC | 0.11% | Reduce -2.3% | 23,139 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.5% | 23,121 | $3.0M |
| William Howard & Co Financial Advisors Inc | 2.54% | No change | 22,566 | $3.0M |
| Planning Directions Inc. | 1.75% | Add +2.2% | 22,303 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +5.5% | 22,175 | $2.9M |
| Hollencrest Capital Management | 0.12% | Reduce -12.1% | 21,799 | $2.9M |
| Knightsbridge Asset Management, LLC | 0.64% | Add +2.0% | 21,282 | $2.8M |
| Evoke Wealth, LLC | 0.08% | Add +723.6% | 21,167 | $2.8M |
| Rooted Wealth Advisors, Inc. | 1.24% | Reduce -68.4% | 21,299 | $2.8M |
| Stokes Family Office, LLC | 0.30% | Reduce -1.5% | 20,519 | $2.7M |
| Ieq Capital, LLC | 0.03% | Add +5.1% | 20,060 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -21.5% | 19,740 | $2.6M |
| Traveka Wealth, LLC | 1.30% | Add +1.2% | 19,389 | $2.6M |
| Legacy Private Trust Co. | 0.17% | No change | 19,300 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -2.8% | 18,812 | $2.5M |
| Eagle Strategies LLC | 0.45% | Reduce -0.7% | 18,708 | $2.5M |
| TriaGen Wealth Management LLC | 0.81% | Reduce -0.2% | 18,296 | $2.4M |
| Quantinno Capital Management LP | 0.03% | No change | 18,024 | $2.4M |
| Caprock Group, LLC | 0.08% | Add +0.6% | 17,466 | $2.3M |
| Integrated Advisors Network LLC | 0.11% | Reduce -30.7% | 17,454 | $2.3M |
| Jamison Private Wealth Management, Inc. | 0.35% | Add +3.8% | 17,186 | $2.3M |
| Cahill Financial Advisors Inc. | 0.29% | Add +6.7% | 16,311 | $2.2M |
| Provenance Wealth Advisors, LLC | 0.26% | No change | 15,936 | $2.1M |
| Sterling Investment Counsel, LLC | 0.75% | Add +16.6% | 15,929 | $2.1M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -5.0% | 15,718 | $2.1M |
| Ackerman Capital Advisors, LLC | 0.54% | Reduce -0.1% | 15,727 | $2.1M |
| Sovereign Financial Group, Inc. | 0.48% | Reduce -8.5% | 15,636 | $2.1M |
| Sigma Planning Corp | 0.06% | Reduce -1.4% | 15,571 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.8% | 15,464 | $2.0M |
| PFG Advisors | 0.13% | Add +1.4% | 15,286 | $2.0M |
| Prospera Financial Services Inc | 0.05% | Add +1.6% | 15,187 | $2.0M |
| TD Waterhouse Canada Inc. | 0.02% | Add +6.6% | 14,942 | $1.9M |
| Transcend Capital Advisors, LLC | 0.13% | Add +5.5% | 14,145 | $1.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -0.0% | 14,093 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +36.5% | 14,082 | $1.9M |
| Lloyd Advisory Services, LLC. | 0.89% | New | 13,947 | $1.8M |
| Graypoint LLC | 0.12% | Reduce -0.3% | 13,581 | $1.8M |
| Gotham Asset Management | 0.02% | Reduce -2.6% | 13,464 | $1.8M |
| Litman Gregory Wealth Management LLC | 0.15% | Reduce -0.5% | 13,244 | $1.7M |
| Family Firm, Inc. | 0.38% | Reduce -1.1% | 13,165 | $1.7M |
| Voisard Asset Management Group, Inc. | 0.71% | New | 12,959 | $1.7M |
| Cedrus LLC | 0.63% | New | 12,810 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +7.0% | 12,538 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.29% | Reduce -4.8% | 12,400 | $1.6M |
| Becker Capital Management Inc. | 0.05% | Reduce -0.7% | 12,392 | $1.6M |
| Clarius Group, LLC | 0.11% | No change | 12,300 | $1.6M |
| Clearstead Advisors, LLC | 0.03% | No change | 12,209 | $1.6M |
| &partners | 0.03% | Add +20.7% | 12,203 | $1.6M |
| Brighton Jones LLC | 0.06% | Reduce -7.3% | 12,014 | $1.6M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -63.9% | 11,803 | $1.6M |
| Darden Wealth Group Inc | 1.10% | Reduce -1.1% | 11,566 | $1.5M |
| Nikulski Financial, Inc. | 0.45% | Add +0.7% | 11,442 | $1.5M |
| Riverbridge Partners LLC | 0.02% | Reduce -51.1% | 11,164 | $1.5M |
| TCTC Holdings, LLC | 0.05% | Add +93.9% | 11,050 | $1.5M |
| Cim, LLC | 0.21% | Add +0.1% | 11,020 | $1.5M |
| Ullmann Wealth Partners Group, LLC | 0.19% | Add +0.0% | 10,904 | $1.4M |
| Sweeney & Michel, LLC | 0.56% | Add +0.2% | 10,660 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.0% | 10,711 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +5.0% | 10,711 | $1.4M |
| Benchmark Financial Wealth Advisors, LLC | 0.47% | Add +1.4% | 10,619 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +38.4% | 10,516 | $1.4M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -2.1% | 10,516 | $1.4M |
| Trilogy Capital Inc. | 0.07% | Reduce -0.5% | 10,479 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +1.9% | 10,410 | $1.4M |
| Sand Hill Global Advisors, LLC | 0.06% | Reduce -10.3% | 10,409 | $1.4M |
| Hubbell Strickland Wealth Management, LLC | 0.64% | Reduce -0.2% | 10,369 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.9% | 10,317 | $1.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.47% | Reduce -13.2% | 10,315 | $1.4M |
| Uptick Partners, LLC | 0.57% | Reduce -11.8% | 10,250 | $1.4M |
| WCG Wealth Advisors LLC | 0.09% | New | 10,230 | $1.3M |
| Garrett Wealth Advisory Group, LLC | 0.33% | Add +171.8% | 10,183 | $1.3M |
| Keystone Financial Group | 0.17% | New | 10,171 | $1.3M |
| Liberty One Investment Management, LLC | 0.14% | Reduce -0.2% | 10,132 | $1.3M |
| Presilium Private Wealth, LLC | 0.30% | Add +13.5% | 10,005 | $1.3M |
| NewEdge Wealth, LLC | 0.02% | Add +135.8% | 9,996 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +13.2% | 9,869 | $1.3M |
| Commerce Bank | 0.01% | No change | 9,851 | $1.3M |
| American State Bank (Iowa) | 0.77% | Reduce -2.5% | 9,628 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | New | 9,607 | $1.3M |
| YHB Investment Advisors, Inc. | 0.10% | Reduce -1.3% | 9,585 | $1.3M |
| Robinson Smith Wealth Advisors LLC | 1.07% | No change | 9,542 | $1.3M |
| Kovack Advisors, Inc. | 0.13% | Add +0.0% | 9,483 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -0.3% | 9,330 | $1.2M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -19.8% | 9,323 | $1.2M |
| Perennial Investment Advisors, LLC | 0.16% | Reduce -5.1% | 9,255 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.1% | 9,122 | $1.2M |
| GSG Advisors LLC | 0.40% | Add +0.1% | 9,244 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Add +6.5% | 9,047 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +124.9% | 9,014 | $1.2M |
| Talisman Wealth Advisors LLC | 1.23% | Add +2.0% | 8,913 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -4.5% | 8,803 | $1.2M |
| Wealth Management Partners, LLC | 0.53% | Reduce -3.1% | 8,593 | $1.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.43% | Add +0.2% | 8,590 | $1.1M |
| VAUGHAN & Co SECURITIES, INC. | 0.66% | Reduce -0.3% | 8,531 | $1.1M |
| Sterling Capital Management LLC | 0.01% | — | 8,458 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -2.3% | 8,275 | $1.1M |
| Burns Matteson Capital Management, LLC | 0.61% | No change | 8,220 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | Add +1.0% | 8,198 | $1.1M |
| Empirical Asset Management, LLC | 0.38% | Add +0.0% | 300,717 | $1.1M |
| XML Financial, LLC | 0.10% | Add +2.4% | 8,070 | $1.1M |
| Optivise Advisory Services LLC | 0.55% | Reduce -8.5% | 7,943 | $1.0M |
| Johnson Financial Group, Inc. | 0.05% | No change | 7,867 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | Add +0.1% | 7,827 | $1.0M |
| Symphony Financial, Ltd. Co. | 0.17% | Reduce -0.8% | 7,908 | $1.0M |
| Zions Bancorporation, N.A. | 0.07% | No change | 7,806 | $1.0M |
| PFG Investments, LLC | 0.07% | Add +0.2% | 7,728 | $1.0M |
| Magnolia Capital Advisors LLC | 0.51% | Reduce -1.0% | 7,670 | $1.0M |
| Grey Fox Wealth Advisors, LLC | 0.28% | Reduce -14.4% | 7,621 | $1.0M |
| Clearbridge Investments, LLC | 0.00% | Add +114.8% | 7,618 | $1.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | No change | 7,605 | $1.0M |
| Trek Financial, LLC | 0.07% | Add +5.7% | 7,569 | $998K |
| Diversified, LLC | 0.11% | Add +10.5% | 7,375 | $973K |
| Diversified Enterprises, LLC | 0.11% | — | 7,375 | $973K |
| Denver PWM, LLC | 0.37% | Reduce -7.8% | 7,370 | $972K |
| Sunbelt Securities, Inc. | 0.09% | Add +30.2% | 7,317 | $965K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +0.3% | 7,222 | $953K |
| Van Hulzen Asset Management, LLC | 0.07% | Add +0.6% | 7,104 | $937K |
| Dorsey & Whitney Trust CO LLC | 0.05% | New | 7,100 | $937K |
| Inscription Capital, LLC | 0.14% | No change | 7,000 | $923K |
| Eldridge Investment Advisors, Inc. | 0.22% | No change | 6,987 | $922K |
| Ulland Investment Advisors, LLC | 0.68% | Add +0.9% | 6,921 | $913K |
| Concourse Financial Group Securities, Inc. | 0.05% | No change | 6,909 | $911K |
| TL Private Wealth | 0.41% | Add +0.2% | 6,979 | $910K |
| Weil Company, Inc. | 0.30% | No change | 6,843 | $903K |
| Whittier Trust Co. | 0.01% | No change | 6,750 | $890K |
| Waterloo Capital, L.P. | 0.10% | Add +4.9% | 6,716 | $886K |
| Franklin Resources Inc. | 0.00% | No change | 6,554 | $883K |
| 9258 Wealth Management, LLC | 0.13% | Reduce -1.0% | 6,581 | $868K |
| Texas Capital Bank Wealth Management Services Inc | 0.08% | Reduce -24.4% | 6,533 | $862K |
| Morris Financial Concepts, Inc. | 0.37% | Add +83.7% | 6,456 | $852K |
| Citigroup Inc. | 0.00% | Reduce -2.9% | 6,327 | $835K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -0.8% | 6,300 | $831K |
| Investors Research Corp | 0.18% | Add +5.3% | 6,291 | $830K |
| Mitchell Capital Management Co. | 0.14% | Reduce -15.5% | 6,290 | $830K |
| Droms Strauss Advisors Inc. /Mo/ | 0.29% | Add +0.2% | 6,274 | $828K |
| Peak Planning Group, LLC | 0.36% | No change | 6,190 | $817K |
| Insight Wealth Strategies, LLC | 0.11% | Add +4.5% | 6,152 | $811K |
| Visionary Wealth Advisors | 0.05% | Add +1.7% | 6,113 | $806K |
| Biondo Investment Advisors, LLC | 0.11% | Add +3.6% | 6,112 | $806K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -4.8% | 6,012 | $793K |
| Schmidt P J Investment Management Inc. | 0.14% | No change | 6,000 | $791K |
| Sage Financial Management Group, Inc. | 0.31% | New | 5,992 | $790K |
| One Day In July LLC | 0.09% | Reduce -0.8% | 5,982 | $789K |
| One Charles Private Wealth Services, LLC | 0.30% | No change | 5,970 | $788K |
| Asset Management Group, Inc. | 0.11% | Reduce -23.7% | 5,962 | $786K |
| Wealthquest Corp | 0.07% | Reduce -6.6% | 6,039 | $785K |
| Betterment LLC | 0.00% | Reduce -6.1% | 5,947 | $784K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +0.2% | 5,900 | $778K |
| Kaizen Financial Strategies | 0.45% | Add +0.2% | 5,823 | $768K |
| Leavell Investment Management, Inc. | 0.04% | No change | 5,798 | $765K |
| Smartleaf Asset Management LLC | 0.09% | Add +0.1% | 5,828 | $764K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -5.3% | 5,776 | $762K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -12.3% | 5,673 | $748K |
| Verus Capital Partners, LLC | 0.07% | Add +8.0% | 5,665 | $747K |
| Allen Capital Group, LLC | 0.09% | Add +2.4% | 5,658 | $746K |
| Diversify Advisory Services, LLC | 0.04% | Add +8.0% | 5,530 | $745K |
| Twelve Points Wealth Management LLC | 0.23% | Add +18.2% | 5,627 | $742K |
| Twin Peaks Wealth Advisors, LLC | 0.34% | Reduce -23.1% | 5,602 | $739K |
| Townsquare Capital LLC | 0.01% | Reduce -6.9% | 5,575 | $735K |
| Consilio Wealth Advisors, LLC | 0.30% | Add +0.1% | 5,561 | $734K |
| MAI Capital Management | 0.01% | Reduce -21.3% | 5,550 | $732K |
| FC Advisory LLC | 0.24% | Add +0.2% | 5,505 | $726K |
| Bedel Financial Consulting, Inc. | 0.10% | Reduce -0.8% | 5,397 | $712K |
| MidAtlantic Capital Management, Inc. | 0.52% | No change | 5,394 | $712K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +2.3% | 5,394 | $712K |
| Carolinas Wealth Consulting LLC | 0.13% | Reduce -2.6% | 5,368 | $708K |
| Colonial Trust Co / SC | 0.11% | No change | 5,346 | $705K |
| Choreo, LLC | 0.01% | Add +7.6% | 5,416 | $704K |
| GDS Wealth Management | 0.07% | Reduce -92.8% | 5,334 | $704K |
| GM Advisory Group, LLC | 0.04% | No change | 5,331 | $703K |
| ORG Partners LLC | 0.11% | Reduce -50.2% | 5,242 | $692K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.0% | 5,197 | $686K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 5,194 | $685K |
| Whalerock Point Partners, LLC | 0.17% | No change | 5,184 | $684K |
| Millington Financial Advisors, LLC | 0.41% | Add +0.1% | 5,023 | $663K |
| Bennett Selby Investments LP | 0.28% | Reduce -0.0% | 4,998 | $659K |
| Forte Asset Management LLC | 0.35% | No change | 4,994 | $659K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -17.4% | 4,992 | $658K |
| Hoxton Planning & Management, LLC | 0.25% | Reduce -3.4% | 4,937 | $651K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.15% | Add +0.6% | 4,865 | $642K |
| Collective Family Office LLC | 0.17% | Reduce -5.8% | 4,855 | $640K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 4,801 | $633K |
| Legacy Financial Advisors, Inc. | 0.11% | No change | 4,800 | $633K |
| Maxwell Wealth Strategies Inc. | 0.27% | No change | 4,738 | $632K |
| St. Clair Advisors, LLC | 0.18% | No change | 4,757 | $627K |
| FourThought Financial Partners, LLC | 0.07% | No change | 4,714 | $622K |
| SOL Capital Management CO | 0.07% | Add +3.3% | 4,710 | $621K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -0.0% | 4,690 | $619K |
| Madison Asset Management, LLC | 0.01% | No change | 4,653 | $614K |
| Ellevest, Inc. | 0.03% | Add +74.6% | 4,633 | $611K |
| Melone Private Wealth, LLC | 0.32% | Reduce -4.6% | 4,626 | $610K |
| Godshalk Welsh Capital Management, Inc. | 0.38% | No change | 4,615 | $609K |
| Advisory Services Network, LLC | 0.01% | No change | 4,771 | $608K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -3.2% | 4,555 | $601K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -9.7% | 4,546 | $600K |
| RPG Investment Advisory, LLC | 0.09% | Add +18.3% | 4,530 | $598K |
| Avior Wealth Management, LLC | 0.02% | Add +0.2% | 4,496 | $593K |
| Ascentis Wealth Management, LLC | 0.22% | — | 4,471 | $590K |
| High Falls Advisors, Inc | 0.13% | No change | 4,463 | $589K |
| Sapient Capital LLC | 0.01% | No change | 4,403 | $581K |
| Worth Financial Advisory Group, LLC | 0.34% | No change | 4,365 | $576K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +4.7% | 4,358 | $575K |
| Tritonpoint Wealth, LLC | 0.05% | No change | 4,366 | $572K |
| Oak Ridge Investments LLC | 0.05% | Reduce -17.6% | 4,324 | $570K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,321 | $570K |
| Greenwood Gearhart LLC | 0.05% | No change | 4,292 | $566K |
| Empower Advisory Group, LLC | 0.00% | Reduce -16.7% | 4,289 | $566K |
| RTD Financial Advisors, Inc. | 0.07% | Add +0.2% | 4,272 | $564K |
| Linscomb Wealth, Inc. | 0.03% | No change | 4,257 | $562K |
| Weaver Consulting Group | 0.18% | No change | 4,247 | $560K |
| Bleakley Financial Group, LLC | 0.02% | No change | 4,233 | $558K |
| Seascape Capital Management | 0.20% | Add +2.4% | 4,211 | $555K |
| DGS Capital Management, LLC | 0.15% | Reduce -2.3% | 4,162 | $549K |
| Anchor Investment Management, LLC | 0.05% | No change | 4,134 | $545K |
| Calamos Wealth Management LLC | 0.03% | Add +54.3% | 4,119 | $543K |
| Three Bridge Wealth Advisors, LLC | 0.20% | Add +0.1% | 4,083 | $539K |
| Bright Futures Wealth Management, LLC. | 0.26% | Add +0.1% | 3,990 | $538K |
| Meridian Wealth Advisors, LLC | 0.09% | No change | 4,075 | $538K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -4.8% | 4,037 | $533K |
| Retirement Income Solutions, Inc. | 0.12% | No change | 4,000 | $528K |
| AlTi Global, Inc. | 0.01% | No change | 3,971 | $524K |
| Atlantic Union Bankshares Corp | 0.03% | No change | 3,830 | $505K |
| Monument Capital Management | 0.14% | Reduce -11.7% | 3,818 | $504K |
| Patten & Patten Inc. | 0.03% | Reduce -8.4% | 3,814 | $503K |
| Fielder Capital Group LLC | 0.16% | No change | 3,746 | $494K |
| St Germain D J Co. Inc. | 0.02% | Reduce -1.1% | 3,682 | $486K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -5.0% | 3,659 | $483K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +46.2% | 3,655 | $482K |
| First City Capital Management, Inc. | 0.23% | No change | 3,438 | $454K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.7% | 3,416 | $451K |
| Peterson Wealth Advisors, LLC | 0.08% | Add +0.2% | 3,388 | $447K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 3,371 | $445K |
| Norden Group LLC | 0.05% | New | 3,360 | $443K |
| Ancora Advisors LLC | 0.01% | Reduce -7.1% | 3,352 | $442K |
| Adapt Wealth Advisors, LLC | 0.24% | Reduce -0.2% | 3,331 | $439K |
| Crescent Grove Advisors, LLC | 0.04% | Reduce -11.0% | 3,257 | $430K |
| Altfest L J & Co. Inc. | 0.06% | No change | 3,243 | $428K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.8% | 3,223 | $425K |
| Summit Wealth Partners, LLC | 0.08% | No change | 3,205 | $423K |
| Meridian Financial Advisors, LLC | 0.28% | Add +47.9% | 3,197 | $422K |
| Magnus Financial Group LLC | 0.04% | No change | 3,180 | $419K |
| Harbour Investments, Inc. | 0.01% | Reduce -19.2% | 3,162 | $417K |
| Armbruster Capital Management, Inc. | 0.08% | Reduce -6.7% | 3,125 | $412K |
| KFA Private Wealth Group, LLC | 0.20% | No change | 3,110 | $410K |
| Tudor Investment Corporation | 0.00% | New | 3,078 | $406K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -38.4% | 3,040 | $401K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -1.1% | 3,038 | $401K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.6% | 2,996 | $395K |
| Pallas Capital Advisors LLC | 0.02% | Add +1.0% | 2,923 | $390K |
| Headinvest, LLC | 0.07% | No change | 2,950 | $389K |
| Wealth Alliance, LLC | 0.05% | Reduce -0.6% | 2,944 | $388K |
| Oarsman Capital, Inc. | 0.07% | No change | 2,918 | $385K |
| Inspire Advisors, LLC | 0.05% | Add +6.4% | 2,912 | $384K |
| Aft, Forsyth & Company, Inc. | 0.19% | Add +0.1% | 2,900 | $383K |
| Jane Street Group, LLC | 0.00% | Reduce -81.5% | 2,889 | $381K |
| GC Wealth Management RIA, LLC | 0.07% | No change | 2,867 | $378K |
| Moneco Advisors, LLC | 0.05% | Add +0.2% | 2,857 | $377K |
| WMG Financial Advisors, LLC | 0.17% | No change | 2,836 | $374K |
| Boyd Wealth Management, LLC | 0.19% | Add +15.6% | 2,832 | $374K |
| GenWealth Group, Inc. | 0.08% | Reduce -0.3% | 2,795 | $369K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.8% | 2,793 | $368K |
| Claro Advisors Inc. | 0.05% | Reduce -0.4% | 2,774 | $366K |
| Stephens Consulting, LLC | 0.09% | No change | 2,754 | $363K |
| Verity & Verity, LLC | 0.04% | No change | 2,706 | $357K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.2% | 2,702 | $356K |
| WealthCare Investment Partners, LLC | 0.16% | Reduce -2.7% | 2,722 | $355K |
| Premier Path Wealth Partners, LLC | 0.06% | Reduce -8.1% | 2,682 | $354K |
| Westmount Partners, LLC | 0.11% | Add +1.5% | 2,681 | $354K |
| Advisors Capital Management, LLC | 0.01% | Add +66.1% | 2,608 | $344K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,600 | $343K |
| Northside Capital Management, LLC | 0.05% | No change | 2,570 | $339K |
| Traynor Capital Management, Inc. | 0.03% | Add +9.3% | 2,542 | $335K |
| Revolve Wealth Partners, LLC | 0.05% | No change | 2,534 | $334K |
| Opinicus Capital, Inc. | 0.27% | New | 2,511 | $331K |
| West Branch Capital LLC | 0.11% | Reduce -4.3% | 2,503 | $330K |
| First Trust Direct Indexing L.P. | 0.02% | Add +9.6% | 2,477 | $327K |
| Fort Pitt Capital Group, LLC | 0.01% | New | 2,470 | $326K |
| SFG Wealth Management, LLC. | 0.17% | Add +0.0% | 2,417 | $319K |
| VitalStone Financial, LLC | 0.22% | Reduce -0.1% | 2,404 | $317K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 2,400 | $317K |
| Adero Partners, LLC | 0.02% | No change | 2,393 | $316K |
| Cannon Wealth Management Services, LLC | 0.29% | — | 2,364 | $312K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,360 | $311K |
| Brown Advisory Inc. | 0.00% | No change | 2,346 | $309K |
| Convergence Financial, LLC | 0.07% | Reduce -3.6% | 2,336 | $308K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,330 | $307K |
| Watts Gwilliam & Co., LLC | 0.07% | — | 2,316 | $306K |
| Beacon Harbor Wealth Advisors, Inc. | 0.07% | New | 2,314 | $305K |
| Neuberger Berman Group LLC | 0.00% | New | 2,299 | $303K |
| Financial Management Network Inc. | 0.06% | No change | 2,286 | $301K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +25.9% | 2,215 | $292K |
| Coho Partners, Ltd. | 0.01% | Reduce -84.7% | 2,210 | $292K |
| O'Brien Greene & Co. Inc | 0.09% | No change | 2,150 | $284K |
| Signaturefd, LLC | 0.01% | Reduce -5.8% | 2,146 | $283K |
| Goldstein Advisors, LLC | 0.04% | Reduce -12.1% | 2,122 | $280K |
| Hibernia Wealth Partners, LLC | 0.10% | New | 2,118 | $279K |
| Foundations Investment Advisors, LLC | 0.01% | New | 2,107 | $278K |
| Element Pointe Advisors, LLC | 0.07% | No change | 2,099 | $277K |
| Atlas Private Wealth Advisors | 0.04% | No change | 2,093 | $276K |
| Albion Financial Group | 0.02% | Reduce -0.6% | 2,085 | $275K |
| Financial Perspectives, Inc | 0.10% | Add +0.1% | 2,080 | $274K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 2,044 | $273K |
| Synovus Financial Corp. | 0.00% | Reduce -6.3% | 2,050 | $270K |
| Indiana Trust & Investment Management Co | 0.09% | No change | 2,033 | $268K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,028 | $268K |
| Private Portfolio Partners LLC | 0.05% | New | 2,021 | $267K |
| Summit Global Investments | 0.02% | No change | 2,017 | $266K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 2,002 | $264K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 2,000 | $264K |
| InTrack Investment Management Inc | 0.19% | Reduce -13.1% | 1,996 | $263K |
| SageView Advisory Group, LLC | 0.01% | Reduce -8.0% | 1,991 | $263K |
| Centurion Wealth Management LLC | 0.08% | — | 1,983 | $262K |
| Arkadios Wealth Advisors | 0.01% | Add +2.6% | 1,983 | $262K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -7.6% | 1,971 | $260K |
| KWB Wealth | 0.03% | Reduce -6.1% | 2,034 | $259K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | No change | 1,961 | $259K |
| Colonial River Investments, LLC | 0.13% | Add +14.8% | 1,955 | $258K |
| Axxcess Wealth Management, LLC | 0.01% | Add +14.8% | 1,955 | $258K |
| D. E. Shaw & Co. | 0.00% | New | 1,949 | $257K |
| Leisure Capital Management | 0.11% | No change | 1,924 | $254K |
| Prosperity Consulting Group, LLC | 0.02% | Add +11.1% | 1,897 | $250K |
| Fifth Third Bancorp | 0.00% | Add +25.9% | 1,896 | $250K |
| Vanguard Group Inc. | 0.00% | New | 1,884 | $248K |
| Continuum Advisory, LLC | 0.03% | Add +9.8% | 1,784 | $246K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,844 | $243K |
| QRG Capital Management, Inc. | 0.00% | New | 1,844 | $243K |
| Oak Asset Management, LLC | 0.09% | Add +3.9% | 1,834 | $242K |
| Augustine Asset Management Inc. | 0.08% | No change | 1,823 | $240K |
| Ethic Inc. | 0.01% | New | 2,050 | $240K |
| Keybank National Association | 0.00% | Reduce -3.1% | 1,814 | $239K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,809 | $239K |
| Awm Capital, LLC | 0.03% | No change | 1,803 | $238K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,800 | $237K |
| Heritage Family Offices, LLP | 0.12% | No change | 1,785 | $235K |
| Diversify Wealth Management, LLC | 0.02% | New | 1,757 | $233K |
| Alpha Financial Partners LLC | 0.16% | New | 1,743 | $230K |
| Ehrlich Financial Group | 0.16% | Reduce -0.5% | 1,743 | $230K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -14.8% | 1,734 | $229K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Add +0.7% | 1,735 | $228K |
| Verum Partners LLC | 0.07% | No change | 1,724 | $227K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 1,716 | $226K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -0.7% | 1,707 | $225K |
| Bank Ozk | 0.09% | No change | 1,706 | $225K |
| Castle Rock Wealth Management, LLC | 0.05% | Add +0.2% | 1,698 | $223K |
| Stonebrook Private Inc. | 0.06% | No change | 1,687 | $223K |
| Cypress Capital, LLC | 0.06% | No change | 1,681 | $222K |
| Elevatus Welath Management | 0.07% | Add +4.7% | 1,680 | $222K |
| Csenge Advisory Group | 0.01% | Add +4.0% | 1,643 | $219K |
| New Century Financial Group, LLC | 0.08% | New | 1,654 | $218K |
| Catalyst Private Wealth, LLC | 0.11% | New | 1,653 | $218K |
| Round Rock Advisors LLC | 0.05% | Add +0.2% | 1,639 | $216K |
| ABLE Financial Group, LLC | 0.07% | New | 1,625 | $214K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 1,600 | $211K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,600 | $211K |
| Waverly Advisors, LLC | 0.00% | New | 1,593 | $210K |
| Apollon Wealth Management, LLC | 0.01% | No change | 1,591 | $210K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 1,588 | $209K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,588 | $209K |
| Summit Trail Advisors, LLC | 0.01% | No change | 1,584 | $209K |
| United Advisor Group, LLC | 0.05% | Reduce -8.7% | 1,565 | $206K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,548 | $204K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 1,547 | $203K |
| Centerpoint Advisors, LLC | 0.07% | No change | 1,533 | $202K |
| Modern Wealth Management, LLC | 0.01% | New | 1,530 | $202K |
| DT Investment Partners, LLC | 0.02% | No change | 1,528 | $202K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -3.5% | 1,527 | $201K |
| Financial Partners Group, Inc | 0.03% | Reduce -16.8% | 1,527 | $201K |
| NorthCoast Asset Management LLC | 0.00% | New | 2,178 | $200K |
| Barrett & Company, Inc. | 0.09% | Add +0.1% | 1,505 | $198K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,480 | $195K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,438 | $190K |
| IFP Advisors, Inc | 0.01% | Add +0.8% | 1,411 | $186K |
| Ballast Advisors LLC | 0.06% | No change | 1,394 | $184K |
| Capital Analysts, LLC | 0.01% | No change | 1,294 | $171K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,262 | $166K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,232 | $163K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,218 | $161K |
| Sachetta, LLC | 0.06% | Add +11.4% | 1,160 | $153K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -13.4% | 1,144 | $151K |
| Sanctuary Wealth Management, L.L.C. | 0.10% | No change | 1,080 | $142K |
| Key Financial Inc | 0.03% | No change | 1,054 | $139K |
| Arax Advisory Partners | 0.01% | Add +0.2% | 1,020 | $135K |
| Financial Network Wealth Advisors LLC | 0.11% | New | 1,014 | $134K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 1,000 | $132K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -58.3% | 935 | $123K |
| Park Place Capital Corp | 0.04% | Add +0.2% | 932 | $123K |
| Addison Advisors LLC | 0.03% | No change | 930 | $123K |
| Mitchell Sinkler & Starr | 0.03% | No change | 920 | $121K |
| Carmichael Hill & Associates, Inc. | 0.04% | No change | 901 | $119K |
| PSI Advisors, LLC | 0.03% | Add +0.1% | 885 | $117K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 853 | $113K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | Add +0.1% | 844 | $111K |
| Tsfg, LLC | 0.02% | Add +81.0% | 831 | $110K |
| SouthState Bank Corp | 0.01% | Reduce -1.3% | 782 | $103K |
| Larson Financial Group LLC | 0.01% | Add +671.7% | 710 | $94K |
| Bank of New Hampshire | 0.02% | Reduce -69.8% | 650 | $86K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 601 | $79K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +647.5% | 598 | $79K |
| Arlington Trust Co LLC | 0.02% | Reduce -12.4% | 546 | $72K |
| FIL Ltd | 0.00% | Reduce -99.9% | 544 | $72K |
| MTM Investment Management, LLC | 0.03% | Add +1666.7% | 530 | $70K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 529 | $70K |
| Bokf, NA | 0.00% | No change | 535 | $70K |
| Founders Financial Alliance, LLC | 0.02% | No change | 526 | $69K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +45.9% | 521 | $69K |
| Fairscale Capital, LLC | 0.06% | Add +3.8% | 519 | $68K |
| Lanark Financial, Inc. | 0.01% | No change | 523 | $68K |
| Authentikos Wealth Advisory, LLC | 0.07% | New | 514 | $68K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | New | 516 | $68K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 483 | $64K |
| Cornerstone Planning Group LLC | 0.02% | No change | 463 | $63K |
| Morton Brown Family Wealth, LLC | 0.02% | Reduce -21.4% | 471 | $62K |
| Robinswood Financial LLC | 0.02% | No change | 460 | $61K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 457 | $60K |
| Assetmark, Inc. | 0.00% | Reduce -95.7% | 443 | $58K |
| Pacific Center for Financial Services | 0.02% | No change | 442 | $58K |
| Element Wealth, LLC | 0.03% | Add +4.0% | 439 | $58K |
| Russell Investments Group, Ltd. | 0.00% | Add +39.3% | 429 | $57K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +365.2% | 414 | $55K |
| NorthRock Partners, LLC | 0.00% | Add +63.4% | 410 | $54K |
| Matrix Private Capital Group LLC | 0.03% | No change | 400 | $53K |
| Activest Wealth Management | 0.02% | No change | 396 | $52K |
| Pacifica Partners Inc. | 0.02% | No change | 395 | $52K |
| Winch Advisory Services, LLC | 0.01% | No change | 384 | $51K |
| Flaharty Asset Management, LLC | 0.01% | New | 371 | $49K |
| Sound Income Strategies, LLC | 0.00% | Reduce -8.5% | 355 | $47K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.3% | 351 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 322 | $42K |
| Asset Dedication, LLC | 0.00% | No change | 315 | $42K |
| Raleigh Capital Management Inc. | 0.02% | No change | 314 | $41K |
| Abound Wealth Management | 0.01% | Reduce -9.0% | 313 | $41K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 310 | $41K |
| LRI Investments, LLC | 0.00% | No change | 289 | $40K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -60.9% | 300 | $40K |
| Castleview Partners, LLC | 0.02% | No change | 290 | $38K |
| GAMMA Investing LLC | 0.00% | No change | 289 | $38K |
| National Bank of Canada | 0.00% | No change | 285 | $38K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | New | 284 | $37K |
| CoreCap Advisors, LLC | 0.00% | New | 276 | $36K |
| Nemes Rush Group LLC | 0.01% | No change | 310 | $36K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 267 | $35K |
| Mather Group, Llc. | 0.00% | Reduce -32.0% | 265 | $35K |
| Venturi Wealth Management, LLC | 0.00% | Add +460.0% | 252 | $33K |
| AdvisorNet Financial, Inc | 0.00% | No change | 250 | $33K |
| Breakwater Investment Management | 0.01% | No change | 245 | $32K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 244 | $32K |
| Viewpoint Capital Management LLC | 0.02% | Reduce -68.4% | 232 | $30K |
| Quadrant Capital Group LLC | 0.00% | No change | 228 | $30K |
| Tidemark, LLC | 0.01% | No change | 227 | $30K |
| Pineridge Advisors LLC | 0.01% | Add +547.1% | 220 | $29K |
| Creative Financial Designs Inc. | 0.00% | No change | 212 | $28K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 211 | $28K |
| Tucker Asset Management LLC | 0.01% | Add +121.8% | 193 | $25K |
| Mechanics Financial Corp | 0.01% | No change | 179 | $24K |
| Bogart Wealth, LLC | 0.00% | Add +212.3% | 178 | $23K |
| Archer Investment Corp | 0.01% | No change | 176 | $23K |
| IAG Wealth Partners, LLC | 0.00% | No change | 169 | $22K |
| Beacon Capital Management, LLC | 0.00% | New | 168 | $22K |
| Clean Yield Group | 0.01% | Reduce -40.4% | 167 | $22K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | New | 165 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 165 | $22K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 155 | $20K |
| Global Wealth Strategies & Associates | 0.01% | No change | 150 | $20K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 145 | $19K |
| TD Capital Management LLC | 0.00% | No change | 143 | $19K |
| Angeles Wealth Management, LLC | 0.00% | No change | 141 | $19K |
| Front Row Advisors LLC | 0.01% | Reduce -63.0% | 139 | $18K |
| AllSquare Wealth Management LLC | 0.01% | No change | 139 | $18K |
| Family Manage LLC | 0.00% | No change | 131 | $17K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 121 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 107 | $14K |
| Arcadia Investment Management Corp. | 0.00% | No change | 100 | $13K |
| WR Wealth Planners, LLC | 0.00% | No change | 93 | $12K |
| Legacy Investment Solutions, LLC | 0.01% | — | 74 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | — | 74 | $10K |
| 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 |
| Operose Advisors LLC | 0.00% | Reduce -62.5% | 60 | $8K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 60 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $8K |
| First Personal Financial Services | 0.00% | No change | 57 | $8K |
| Pathway Financial Advisers, LLC | 0.00% | New | 49 | $6K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 45 | $6K |
| BNP Paribas Financial Markets | 0.00% | New | 44 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 42 | $6K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 40 | $5K |
| FWL Investment Management, LLC | 0.00% | New | 36 | $5K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 33 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | New | 31 | $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% | No change | 24 | $3K |
| Realta Investment Advisors | 0.00% | Reduce -97.2% | 22 | $3K |
| Glassman Wealth Services | 0.00% | No change | 20 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | New | 16 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 16 | $2K |
| Peachtree Investment Partners, LLC | 0.00% | New | 15 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.3% | 14 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 13 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 4 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 7 | $923 |
| Delta Asset Management LLC | 0.00% | No change | 5 | $682 |
"% 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.