iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q4 2024 (December 31)777holders +81
64new positions
32sold out
4famous investors
$139.06avg. 13F price*
At the end of Q4 2024, 777 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 81 from Q3 2024. 64 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($5.5B), LPL Financial LLC ($2.1B) and Morgan Stanley ($1.8B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $31.6M |
| Exits | 32 | $25.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,263,157 shares bought and 3,207,944 shares sold, net +55,213 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 777 holders
| Bank of America Corp. | 0.51% | Add +0.7% | 39,498,165 | $5.5B |
| LPL Financial LLC | 0.87% | Add +2.9% | 15,302,362 | $2.1B |
| Morgan Stanley | 0.13% | Reduce -0.9% | 13,017,220 | $1.8B |
| Jones Financial Companies LLLP | 0.83% | Reduce -11.1% | 6,294,142 | $877.1M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -5.9% | 2,032,936 | $283.3M |
| Blue Trust, Inc. | 3.45% | Add +32.6% | 1,933,528 | $269.4M |
| JPMorgan Chase & Co. | 0.02% | Add +7.1% | 1,434,056 | $199.8M |
| Commonwealth Equity Services, LLC | 0.28% | Add +1.7% | 1,357,596 | $189.2M |
| UBS Group AG | 0.04% | Reduce -1.1% | 1,292,526 | $180.1M |
| Raymond James Financial Inc. | 0.07% | — | 1,270,791 | $177.1M |
| Wells Fargo & Company | 0.04% | Add +7.1% | 1,110,168 | $154.7M |
| Kestra Investment Management, LLC | 4.79% | Add +4.0% | 874,688 | $121.9M |
| Royal Bank of Canada | 0.03% | Add +15.6% | 870,946 | $121.4M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -2.0% | 774,031 | $107.9M |
| FMR LLC | 0.01% | Reduce -0.8% | 727,556 | $101.8M |
| Facet Wealth, Inc. | 2.66% | Reduce -34.7% | 697,548 | $100.1M |
| Ameriprise Financial Inc. | 0.03% | Add +5.0% | 711,488 | $99.3M |
| Citizens Financial Group Inc. | 1.81% | Reduce -1.8% | 666,587 | $92.9M |
| Benjamin Edwards Inc. | 1.24% | Add +3.6% | 620,671 | $86.5M |
| HighTower Advisors, LLC | 0.11% | Add +3.3% | 580,196 | $80.9M |
| Merit Financial Group, LLC | 1.31% | Add +8.2% | 523,864 | $73.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +1.5% | 519,176 | $72.3M |
| Osaic Holdings, Inc. | 0.15% | Add +13.9% | 473,036 | $65.9M |
| Legacy Financial Group LLC | 10.58% | Reduce -4.8% | 469,146 | $65.4M |
| Natixis Advisors, LLC | 0.11% | Add +28.3% | 423,735 | $59.0M |
| Tennessee Valley Asset Management Partners | 9.15% | Reduce -4.2% | 392,339 | $54.7M |
| Madison Wealth Partners, Inc | 15.17% | Add +14.1% | 389,481 | $54.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -33.0% | 372,203 | $51.9M |
| Cetera Investment Advisers | 0.11% | Add +0.7% | 372,003 | $51.8M |
| Allworth Financial LP | 0.28% | Reduce -7.3% | 347,401 | $50.6M |
| Cardinal Strategic Wealth Guidance | 15.28% | Reduce -1.6% | 344,137 | $48.0M |
| Tanglewood Legacy Advisors, LLC | 19.75% | Reduce -0.1% | 331,602 | $46.2M |
| Blair William & Co. | 0.13% | Add +29.5% | 315,397 | $44.0M |
| CX Institutional | 1.63% | Add +18.6% | 294,271 | $41.0M |
| DDFG, Inc | 10.82% | Add +1.1% | 269,069 | $37.5M |
| Aurdan Capital Management, LLC | 14.30% | — | 267,420 | $37.3M |
| Veracity Capital LLC | 13.50% | Add +2.7% | 266,236 | $37.1M |
| Equitable Holdings, Inc. | 0.35% | Add +6.2% | 264,891 | $36.9M |
| Howe & Rusling Inc. | 3.03% | Add +5.0% | 251,869 | $35.1M |
| Hilltop Wealth Advisors, LLC | 16.93% | Reduce -1.3% | 240,338 | $33.5M |
| Sandy Spring Bank | 1.32% | Reduce -4.5% | 233,511 | $32.5M |
| Charles Schwab Trust Co | 2.79% | Reduce -9.0% | 232,863 | $32.4M |
| Modera Wealth Management, LLC | 0.38% | Reduce -0.3% | 227,598 | $31.7M |
| Edge Capital Group, LLC | 1.41% | Reduce -1.9% | 226,677 | $31.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.7% | 225,594 | $31.4M |
| Spire Wealth Management | 0.90% | Add +52.1% | 207,999 | $29.0M |
| MML Investors Services, LLC | 0.10% | Reduce -15.8% | 206,709 | $28.8M |
| FIL Ltd | 0.03% | Add +36877.6% | 201,158 | $28.1M |
| Private Advisor Group, LLC | 0.16% | Add +2.0% | 201,364 | $28.1M |
| Avantax Advisory Services, Inc. | 0.18% | Add +1.1% | 200,126 | $27.9M |
| Focus Partners Wealth | 0.07% | Reduce -3.6% | 194,763 | $27.4M |
| Strategies Wealth Advisors, LLC | 3.37% | Reduce -3.5% | 186,640 | $27.0M |
| Petix & Botte Co | 7.03% | Reduce -26.0% | 191,759 | $26.7M |
| Sanctuary Advisors, LLC | 0.17% | Add +0.1% | 185,185 | $26.6M |
| Cutler Investment Counsel LLC | 3.25% | Add +3.4% | 187,288 | $26.1M |
| Kestra Advisory Services, LLC | 0.14% | Add +51.4% | 186,252 | $26.0M |
| Doliver Advisors, LP | 7.16% | Reduce -14.7% | 184,986 | $25.8M |
| Aspen Wealth Management LLC | 7.36% | Add +12.1% | 178,228 | $24.8M |
| Mascoma Wealth Management LLC | 6.14% | Reduce -3.8% | 175,369 | $24.4M |
| ForthRight Wealth Management, LLC | 8.05% | Reduce -2.3% | 173,367 | $24.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +6.9% | 169,080 | $23.6M |
| Baird Financial Group, Inc. | 0.04% | Add +1.5% | 163,346 | $22.8M |
| BlackRock, Inc. | 0.00% | Reduce -28.7% | 155,744 | $21.7M |
| Corient Private Wealth LP | 0.04% | Reduce -71.0% | 156,477 | $21.6M |
| Valmark Advisers, Inc. | 0.33% | Add +54.8% | 153,330 | $21.4M |
| Financial Advocates Investment Management | 1.16% | Add +2.1% | 146,093 | $20.4M |
| Atria Investments, Inc | 0.25% | Reduce -4.3% | 144,517 | $20.1M |
| Principal Securities, Inc. | 0.44% | Add +1.6% | 140,087 | $19.5M |
| Gallagher Fiduciary Advisors, LLC | 3.76% | Reduce -1.2% | 137,751 | $19.2M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -4.9% | 133,910 | $18.7M |
| Hudock, Inc. | 3.25% | Reduce -0.9% | 133,702 | $18.6M |
| NBT Bank, N.A. | 1.23% | Add +6.2% | 127,196 | $17.7M |
| Stifel Financial Corp. | 0.02% | Add +2.2% | 125,639 | $17.5M |
| Rwa Wealth Partners, LLC | 0.21% | Reduce -7.8% | 122,867 | $17.1M |
| Voisard Asset Management Group, Inc. | 5.69% | Add +842.4% | 122,130 | $17.0M |
| Amplius Wealth Advisors, LLC | 1.71% | Add +1.1% | 119,827 | $16.7M |
| Elevation Wealth Partners, LLC | 7.03% | Add +0.6% | 119,420 | $16.6M |
| NorthStar Asset Management LLC | 10.43% | Add +3.3% | 117,463 | $16.4M |
| Vantage Financial Partners, LLC | 3.94% | Add +1.6% | 112,894 | $15.7M |
| Canvas Wealth Advisors, LLC | 3.84% | Add +2.0% | 109,744 | $15.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +5.5% | 104,044 | $14.5M |
| Richard W. Paul & Associates, LLC | 5.26% | Reduce -3.4% | 103,639 | $14.4M |
| Birchcreek Wealth Management, LLC | 8.98% | Reduce -1.5% | 102,608 | $14.3M |
| Rockefeller Capital Management L.P. | 0.04% | Add +7.4% | 102,108 | $14.2M |
| Savant Capital, LLC | 0.11% | Reduce -16.1% | 101,059 | $14.1M |
| Founders Financial Securities LLC | 1.21% | Add +18.2% | 95,931 | $13.4M |
| Goldstone Financial Group, LLC | 2.08% | Add +4.3% | 95,474 | $13.3M |
| Horizon Investments, LLC | 0.38% | Add +18.3% | 95,273 | $13.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +7.8% | 94,848 | $13.2M |
| Truist Financial Corp. | 0.02% | Add +1.8% | 94,324 | $13.1M |
| Concurrent Investment Advisors, LLC | 0.36% | Add +2.1% | 94,282 | $13.1M |
| RFG - Bristol Wealth Advisors, LLC | 4.30% | — | 93,930 | $13.1M |
| Brio Consultants, LLC | 2.03% | Add +3.0% | 93,291 | $13.0M |
| Fortress Financial Group, LLC | 12.92% | — | 93,251 | $13.0M |
| OneDigital Investment Advisors LLC | 0.15% | Add +2.8% | 92,512 | $12.9M |
| Ironwood Wealth Management, Inc. | 6.31% | Reduce -2.8% | 92,318 | $12.8M |
| PCA Investment Advisory Services Inc. | 5.90% | Reduce -5.1% | 91,479 | $12.7M |
| Roberts Financial Services LLC | 2.39% | Reduce -3.7% | 90,848 | $12.7M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -3.8% | 89,784 | $12.5M |
| Financial Council, LLC | 6.35% | Reduce -0.4% | 88,389 | $12.3M |
| Captrust Financial Advisors | 0.03% | Reduce -7.0% | 84,398 | $11.8M |
| Quent Capital, LLC | 1.20% | Add +6.4% | 82,855 | $11.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.3% | 81,303 | $11.3M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -2.1% | 77,616 | $10.8M |
| IHT Wealth Management, LLC | 0.35% | Add +7.5% | 77,374 | $10.8M |
| Allianz Asset Management GmbH | 0.02% | Add +9.5% | 77,050 | $10.7M |
| AAFMAA Wealth Management & Trust LLC | 4.54% | Add +1.9% | 74,309 | $10.4M |
| Thoroughbred Financial Services, LLC | 0.60% | Reduce -0.8% | 70,524 | $9.8M |
| Cosner Financial Group, LLC | 6.22% | Add +4.6% | 70,459 | $9.8M |
| Creative Planning | 0.01% | Add +1.1% | 69,025 | $9.6M |
| BOS Asset Management, LLC | 3.45% | Reduce -2.2% | 68,825 | $9.6M |
| Wealth Quarterback LLC | 4.50% | Add +4.8% | 68,770 | $9.6M |
| Comerica Bank | 0.04% | Add +7.7% | 68,511 | $9.5M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +28.4% | 68,367 | $9.5M |
| Ameritas Advisory Services, LLC | 0.33% | Add +476.4% | 68,031 | $9.5M |
| Global Strategic Investment Solutions, LLC | 1.11% | Reduce -11.6% | 67,864 | $9.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -29.2% | 65,614 | $9.1M |
| Stevens Capital Partners | 3.83% | Reduce -1.6% | 60,679 | $8.5M |
| Perigon Wealth Management, LLC | 0.21% | Reduce -1.6% | 60,061 | $8.5M |
| Cresset Asset Management, LLC | 0.04% | Reduce -13.3% | 60,373 | $8.4M |
| Main Street Financial Solutions, LLC | 0.80% | Add +1.2% | 58,472 | $8.1M |
| Motive Wealth Advisors | 4.33% | Reduce -6.0% | 57,883 | $8.1M |
| Mariner, LLC | 0.01% | Add +7.0% | 56,629 | $7.9M |
| IFG Advisory, LLC | 0.45% | Add +26.8% | 56,515 | $7.9M |
| Peninsula Wealth, LLC | 1.22% | Add +6.4% | 51,208 | $7.1M |
| Spectrum Wealth Advisory Group, LLC | 3.33% | Reduce -0.6% | 50,747 | $7.1M |
| Phoenix Wealth Advisors | 3.05% | Reduce -10.5% | 50,523 | $7.0M |
| Legacy Solutions, LLC | 7.64% | — | 50,324 | $7.0M |
| Bawa N Mallick Trust | 3.07% | — | 50,130 | $7.0M |
| Global Retirement Partners, LLC | 0.20% | Add +30.4% | 50,055 | $7.0M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +23.4% | 46,072 | $6.4M |
| Westwood Holdings Group Inc. | 0.05% | Reduce -0.3% | 43,034 | $6.0M |
| Coldstream Capital Management Inc. | 0.13% | Reduce -2.2% | 42,255 | $5.9M |
| NewEdge Advisors, LLC | 0.03% | Add +3.3% | 41,277 | $5.8M |
| Lido Advisors, LLC | 0.04% | Add +2.3% | 41,180 | $5.7M |
| Foundry Financial Group, Inc. | 3.49% | Reduce -2.6% | 40,418 | $5.6M |
| TD Private Client Wealth LLC | 0.16% | Add +3.2% | 40,148 | $5.6M |
| Redhawk Wealth Advisors, Inc. | 0.75% | Reduce -1.0% | 39,642 | $5.5M |
| Transatlantique Private Wealth LLC | 2.10% | Add +7.9% | 39,615 | $5.5M |
| 1900 Wealth Management LLC | 0.46% | Reduce -0.6% | 39,510 | $5.5M |
| Investment Advisory Services Inc. /TX | 1.93% | Add +2.6% | 39,219 | $5.5M |
| RFG Advisory, LLC | 0.15% | Reduce -2.1% | 39,140 | $5.5M |
| Able Wealth Management LLC | 3.56% | Add +4.1% | 38,806 | $5.4M |
| Cwm, LLC | 0.02% | Add +0.1% | 37,893 | $5.3M |
| First Heartland Consultants, Inc. | 0.54% | Add +0.9% | 37,823 | $5.3M |
| Cornerstone Advisory, LLC | 0.58% | Add +0.3% | 35,089 | $5.1M |
| Columbus Macro, LLC | 0.71% | Add +49.9% | 36,751 | $5.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -84.6% | 35,900 | $5.0M |
| M&T Bank Corp | 0.02% | Reduce -26.0% | 35,847 | $5.0M |
| US Bancorp \de | 0.01% | Reduce -5.1% | 35,226 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.1% | 33,161 | $4.6M |
| Old Mission Investment Co LLC | 1.38% | Reduce -1.0% | 33,148 | $4.6M |
| Merkkuri Wealth Advisors LLC | 3.59% | Add +2.9% | 32,595 | $4.5M |
| Stonebridge Financial Planning Group, LLC | 2.01% | Reduce -2.3% | 32,247 | $4.5M |
| Citadel Advisors | 0.00% | New | 32,191 | $4.5M |
| Win Advisors, Inc. | 2.17% | Reduce -54.3% | 32,130 | $4.5M |
| Parsons Capital Management Inc. | 0.24% | Reduce -1.2% | 32,114 | $4.5M |
| McDonald Partners LLC | 1.14% | No change | 32,000 | $4.5M |
| Vident Advisory, LLC | 0.08% | Reduce -3.0% | 31,709 | $4.4M |
| Windward Private Wealth Management Inc. | 1.71% | Reduce -6.6% | 31,539 | $4.4M |
| Bank of Montreal | 0.00% | Reduce -49.3% | 31,531 | $4.4M |
| Clearbridge Investments, LLC | 0.00% | Add +311.7% | 31,364 | $4.4M |
| Endowment Wealth Management, Inc. | 2.90% | Add +10.8% | 30,965 | $4.3M |
| Arax Advisory Partners | 0.27% | Add +2913.5% | 30,738 | $4.3M |
| Legacy Advisory Services, LLC | 3.64% | Reduce -1.4% | 30,628 | $4.3M |
| New Wave Wealth Advisors LLC | 1.74% | Add +3.6% | 30,428 | $4.2M |
| Neumann Capital Management, LLC | 1.39% | Add +0.1% | 30,017 | $4.2M |
| Essex Financial Services, Inc. | 0.29% | Add +4.2% | 29,705 | $4.1M |
| Tiaa Trust, National Association | 0.01% | Reduce -1.7% | 29,091 | $4.1M |
| Independent Advisor Alliance | 0.05% | New | 28,919 | $4.0M |
| Assetmark, Inc. | 0.01% | Add +6374.5% | 28,682 | $4.0M |
| Western Wealth Management, LLC | 0.21% | Reduce -0.6% | 28,596 | $4.0M |
| Flagship Private Wealth, LLC | 1.91% | Reduce -0.1% | 28,397 | $4.0M |
| Golden State Wealth Management, LLC | 0.58% | — | 27,847 | $3.9M |
| Aspiriant, LLC | 0.14% | No change | 27,787 | $3.9M |
| Greenline Partners, LLC | 0.54% | No change | 27,574 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.11% | Reduce -1.4% | 27,521 | $3.8M |
| Riverbridge Partners LLC | 0.05% | Add +145.8% | 27,436 | $3.8M |
| Beam Wealth Advisors, Inc. | 1.19% | Reduce -9.0% | 26,883 | $3.7M |
| Westfield Capital Management Co. LP | 0.02% | New | 26,796 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +2.9% | 26,676 | $3.7M |
| Capital Investment Advisory Services, LLC | 0.36% | Reduce -4.9% | 26,597 | $3.7M |
| JMG Financial Group, Ltd. | 0.12% | No change | 26,181 | $3.6M |
| HB Wealth Management, LLC | 0.04% | Add +5.8% | 25,988 | $3.6M |
| Colorado Capital Management, Inc. | 1.75% | Reduce -17.7% | 25,988 | $3.6M |
| Financial Counselors Inc. | 0.05% | Add +5.5% | 25,859 | $3.6M |
| Private Trust Co. NA | 0.37% | Reduce -7.8% | 25,682 | $3.6M |
| Watchman Group, Inc. | 0.94% | Reduce -16.1% | 25,590 | $3.6M |
| Renaissance Technologies | 0.01% | New | 25,500 | $3.6M |
| Integrated Advisors Network LLC | 0.17% | Add +44.4% | 25,197 | $3.5M |
| Bailard, Inc. | 0.09% | Reduce -4.9% | 25,072 | $3.5M |
| Cornell Pochily Investment Advisors, Inc. | 1.22% | Add +7.2% | 25,038 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Add +10.6% | 24,522 | $3.4M |
| Garde Capital, Inc. | 0.22% | No change | 24,405 | $3.4M |
| CENTRAL TRUST Co | 0.08% | Reduce -0.2% | 24,120 | $3.4M |
| Seven Springs Wealth Group, LLC | 1.27% | Reduce -3.6% | 23,963 | $3.3M |
| Omega Financial Group, LLC | 1.26% | Reduce -1.8% | 23,859 | $3.3M |
| AE Wealth Management LLC | 0.03% | Reduce -59.8% | 23,567 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -1.7% | 23,024 | $3.2M |
| Independent Financial Group, LLC | 0.11% | Reduce -0.7% | 22,971 | $3.2M |
| WealthShield Partners, LLC | 0.45% | Reduce -24.7% | 22,611 | $3.2M |
| William Howard & Co Financial Advisors Inc | 2.85% | No change | 22,566 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.0% | 21,954 | $3.1M |
| Planning Directions Inc. | 1.76% | Reduce -2.3% | 21,787 | $3.0M |
| Stokes Family Office, LLC | 0.32% | Add +5.6% | 21,664 | $3.0M |
| Rooted Wealth Advisors, Inc. | 1.18% | Add +0.5% | 21,394 | $3.0M |
| Knightsbridge Asset Management, LLC | 0.70% | Add +0.8% | 21,463 | $3.0M |
| Evoke Wealth, LLC | 0.08% | Reduce -0.4% | 21,075 | $2.9M |
| MIdWestOne Financial Group, Inc. | 0.41% | Reduce -21.4% | 20,723 | $2.9M |
| Ieq Capital, LLC | 0.03% | Add +0.4% | 20,137 | $2.8M |
| Hollencrest Capital Management | 0.11% | Reduce -8.2% | 20,014 | $2.8M |
| &partners | 0.03% | Add +60.0% | 19,520 | $2.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.3% | 19,485 | $2.7M |
| Traveka Wealth, LLC | 1.49% | No change | 19,389 | $2.7M |
| Legacy Private Trust Co. | 0.18% | No change | 19,300 | $2.7M |
| Eagle Strategies LLC | 0.45% | Add +0.3% | 18,758 | $2.6M |
| TriaGen Wealth Management LLC | 0.86% | Reduce -0.1% | 18,277 | $2.5M |
| Matauro, LLC | 0.55% | — | 18,210 | $2.5M |
| Quantinno Capital Management LP | 0.02% | Add +0.6% | 18,128 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -4.7% | 17,936 | $2.5M |
| Jamison Private Wealth Management, Inc. | 0.36% | Add +1.7% | 17,479 | $2.4M |
| Caprock Group, LLC | 0.08% | Add +0.0% | 17,467 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +8.9% | 16,953 | $2.4M |
| Transcend Capital Advisors, LLC | 0.17% | Add +16.7% | 16,502 | $2.3M |
| Cahill Financial Advisors Inc. | 0.31% | Add +0.8% | 16,443 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Add +14.0% | 16,055 | $2.2M |
| Provenance Wealth Advisors, LLC | 0.29% | No change | 15,936 | $2.2M |
| Chicago Partners Investment Group LLC | 0.07% | Add +0.4% | 15,782 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +2.0% | 15,775 | $2.2M |
| Ackerman Capital Advisors, LLC | 0.57% | Reduce -0.2% | 15,698 | $2.2M |
| EP Wealth Advisors, LLC | 0.02% | Add +10.3% | 15,548 | $2.2M |
| PFG Advisors | 0.13% | Add +1.6% | 15,530 | $2.2M |
| TD Waterhouse Canada Inc. | 0.02% | Add +2.8% | 15,365 | $2.1M |
| Sovereign Financial Group, Inc. | 0.49% | Reduce -2.1% | 15,301 | $2.1M |
| Prospera Financial Services Inc | 0.05% | Reduce -3.2% | 14,696 | $2.1M |
| Kingsview Wealth Management, LLC | 0.04% | Add +34.5% | 14,142 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +7.6% | 13,496 | $1.9M |
| Gotham Asset Management | 0.02% | No change | 13,464 | $1.9M |
| Lloyd Advisory Services, LLC. | 0.89% | Reduce -3.8% | 13,421 | $1.9M |
| Litman Gregory Wealth Management LLC | 0.16% | Reduce -0.3% | 13,199 | $1.8M |
| Family Firm, Inc. | 0.41% | Add +0.1% | 13,175 | $1.8M |
| Kovack Advisors, Inc. | 0.18% | Add +35.7% | 12,871 | $1.8M |
| Becker Capital Management Inc. | 0.06% | Reduce -0.4% | 12,346 | $1.7M |
| Clarius Group, LLC | 0.12% | No change | 12,300 | $1.7M |
| Sterling Investment Counsel, LLC | 1.13% | Reduce -23.1% | 12,253 | $1.7M |
| Brighton Jones LLC | 0.05% | Add +1.7% | 12,213 | $1.7M |
| Clearstead Advisors, LLC | 0.03% | Reduce -0.3% | 12,174 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Add +147.8% | 11,821 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.29% | Reduce -5.3% | 11,746 | $1.6M |
| Innovative Wealth Building LLC | 1.48% | — | 11,714 | $1.6M |
| Darden Wealth Group Inc | 1.08% | Reduce -0.7% | 11,486 | $1.6M |
| Liberty One Investment Management, LLC | 0.17% | Add +11.2% | 11,265 | $1.6M |
| TCTC Holdings, LLC | 0.06% | No change | 11,050 | $1.5M |
| Cim, LLC | 0.22% | Reduce -0.5% | 10,960 | $1.5M |
| Ullmann Wealth Partners Group, LLC | 0.20% | Add +0.4% | 10,944 | $1.5M |
| Trilogy Capital Inc. | 0.08% | Add +4.0% | 10,893 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +3.4% | 10,670 | $1.5M |
| Benchmark Financial Wealth Advisors, LLC | 0.47% | Add +0.2% | 10,636 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.9% | 10,614 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.9% | 10,614 | $1.5M |
| YHB Investment Advisors, Inc. | 0.12% | Add +10.3% | 10,577 | $1.5M |
| Bleakley Financial Group, LLC | 0.04% | Add +145.9% | 10,411 | $1.5M |
| Sand Hill Global Advisors, LLC | 0.06% | No change | 10,409 | $1.5M |
| Twelve Points Wealth Management LLC | 0.41% | Add +82.3% | 10,258 | $1.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.49% | Reduce -0.7% | 10,241 | $1.4M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -3.0% | 10,200 | $1.4M |
| Presilium Private Wealth, LLC | 0.33% | Add +1.9% | 10,200 | $1.4M |
| Hubbell Strickland Wealth Management, LLC | 0.67% | Reduce -2.0% | 10,160 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Reduce -3.3% | 10,068 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +7.5% | 10,025 | $1.4M |
| GSG Advisors LLC | 0.44% | Add +7.3% | 9,922 | $1.4M |
| Keystone Financial Group | 0.14% | Reduce -2.5% | 9,921 | $1.4M |
| Uptick Partners, LLC | 0.49% | Reduce -4.5% | 9,794 | $1.4M |
| Heritage Wealth Management, Inc. | 1.16% | New | 9,735 | $1.4M |
| Commerce Bank | 0.01% | Reduce -2.1% | 9,641 | $1.3M |
| American State Bank (Iowa) | 0.81% | Reduce -0.4% | 9,590 | $1.3M |
| Northeast Planning Associates, Inc. / NH / | 1.38% | — | 9,548 | $1.3M |
| Robinson Smith Wealth Advisors LLC | 1.13% | No change | 9,542 | $1.3M |
| Nikulski Financial, Inc. | 0.38% | Reduce -18.6% | 9,320 | $1.3M |
| Symphony Financial, Ltd. Co. | 0.20% | Add +12.9% | 8,927 | $1.3M |
| Perennial Investment Advisors, LLC | 0.15% | Add +0.4% | 9,294 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -6.4% | 9,236 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +83.6% | 9,164 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.0% | 9,125 | $1.3M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -2.7% | 9,071 | $1.3M |
| Moneco Advisors, LLC | 0.13% | Add +214.5% | 8,986 | $1.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.46% | Add +0.4% | 8,626 | $1.2M |
| Coordinated Financial Services, Inc. | 0.97% | — | 8,790 | $1.2M |
| Ballentine Partners, LLC | 0.02% | New | 8,655 | $1.2M |
| Wealth Management Partners, LLC | 0.52% | Add +0.0% | 8,594 | $1.2M |
| Talisman Wealth Advisors LLC | 1.26% | Reduce -4.6% | 8,503 | $1.2M |
| VAUGHAN & Co SECURITIES, INC. | 0.71% | Reduce -0.9% | 8,453 | $1.2M |
| Moment Partners, LLC | 0.22% | — | 8,446 | $1.2M |
| Waverly Advisors, LLC | 0.02% | Add +418.0% | 8,252 | $1.1M |
| Trek Financial, LLC | 0.09% | Add +8.8% | 8,235 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | Reduce -66.5% | 8,090 | $1.1M |
| Burns Matteson Capital Management, LLC | 0.63% | Reduce -2.0% | 8,059 | $1.1M |
| Magnolia Capital Advisors LLC | 0.29% | Add +4.8% | 8,038 | $1.1M |
| Venture Visionary Partners LLC | 0.05% | Reduce -2.6% | 7,988 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.23% | Add +1.9% | 7,973 | $1.1M |
| Optivise Advisory Services LLC | 0.60% | No change | 7,943 | $1.1M |
| Empirical Asset Management, LLC | 0.37% | Reduce -0.0% | 300,670 | $1.1M |
| Zions Bancorporation, N.A. | 0.07% | No change | 7,806 | $1.1M |
| Mitchell Capital Management Co. | 0.19% | Add +23.7% | 7,782 | $1.1M |
| Sunbelt Securities, Inc. | 0.09% | Add +4.4% | 7,637 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -7.8% | 7,633 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | No change | 7,605 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.29% | Reduce -0.6% | 7,573 | $1.1M |
| Axis Wealth Partners, LLC | 0.88% | — | 7,484 | $1.0M |
| Denver PWM, LLC | 0.40% | Add +1.5% | 7,483 | $1.0M |
| Diversified Enterprises, LLC | 0.10% | Add +1.2% | 7,461 | $1.0M |
| Morris Financial Concepts, Inc. | 0.44% | Add +14.1% | 7,366 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | No change | 7,222 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 7,100 | $989K |
| TL Private Wealth | 0.44% | Add +0.1% | 6,986 | $987K |
| PFG Investments, LLC | 0.06% | Reduce -9.5% | 6,997 | $975K |
| Eldridge Investment Advisors, Inc. | 0.23% | Add +0.0% | 6,990 | $974K |
| Graney & King, LLC | 0.73% | — | 6,982 | $973K |
| Van Hulzen Asset Management, LLC | 0.07% | Reduce -2.0% | 6,959 | $970K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -21.1% | 6,950 | $968K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -4.7% | 6,584 | $959K |
| Weil Company, Inc. | 0.33% | No change | 6,843 | $954K |
| Ulland Investment Advisors, LLC | 0.65% | Reduce -2.7% | 6,736 | $939K |
| Synergy Investment Management, LLC | 0.40% | — | 6,721 | $936K |
| Bearing Point Capital, LLC | 0.19% | — | 6,700 | $934K |
| Cerity Partners LLC | 0.00% | Reduce -25.6% | 6,704 | $933K |
| Biondo Investment Advisors, LLC | 0.13% | Add +9.3% | 6,682 | $931K |
| Oak Ridge Investments LLC | 0.07% | Add +54.0% | 6,658 | $928K |
| Investors Research Corp | 0.20% | Add +5.3% | 6,627 | $923K |
| Waterloo Capital, L.P. | 0.10% | Reduce -1.7% | 6,603 | $920K |
| Citigroup Inc. | 0.00% | Add +3.7% | 6,563 | $915K |
| Franklin Resources Inc. | 0.00% | No change | 6,554 | $913K |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | Reduce -0.4% | 6,507 | $907K |
| Johnson Financial Group, Inc. | 0.04% | Reduce -19.8% | 6,313 | $903K |
| Crestwood Advisors Group, LLC | 0.02% | Add +2.4% | 6,450 | $899K |
| MAI Capital Management | 0.01% | Add +16.0% | 6,438 | $897K |
| XML Financial, LLC | 0.08% | Reduce -20.6% | 6,408 | $893K |
| Diversify Advisory Services, LLC | 0.05% | Add +15.4% | 6,382 | $884K |
| Droms Strauss Advisors Inc. /Mo/ | 0.29% | Add +0.2% | 6,285 | $876K |
| Townsquare Capital LLC | 0.01% | Add +11.3% | 6,203 | $864K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +35.4% | 6,166 | $859K |
| Visionary Wealth Advisors | 0.05% | Reduce -1.0% | 6,052 | $843K |
| Wealthquest Corp | 0.07% | No change | 6,039 | $842K |
| Schmidt P J Investment Management Inc. | 0.14% | No change | 6,000 | $836K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -0.2% | 5,999 | $836K |
| One Day In July LLC | 0.09% | No change | 5,982 | $834K |
| Asset Management Group, Inc. | 0.15% | Reduce -0.1% | 5,954 | $830K |
| One Charles Private Wealth Services, LLC | 0.28% | Reduce -1.4% | 5,885 | $820K |
| Smartleaf Asset Management LLC | 0.08% | Reduce -0.1% | 5,824 | $818K |
| NewEdge Wealth, LLC | 0.01% | Reduce -41.5% | 5,845 | $814K |
| Verus Capital Partners, LLC | 0.08% | Add +3.0% | 5,832 | $813K |
| Leavell Investment Management, Inc. | 0.04% | No change | 5,798 | $808K |
| Insight Wealth Strategies, LLC | 0.11% | Reduce -6.9% | 5,727 | $798K |
| Victory Financial Group, LLC | 0.21% | — | 5,656 | $788K |
| Kaizen Financial Strategies | 0.44% | Reduce -4.4% | 5,565 | $775K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.8% | 5,557 | $774K |
| Bedel Financial Consulting, Inc. | 0.11% | Reduce -0.3% | 5,379 | $774K |
| Consilio Wealth Advisors, LLC | 0.32% | Reduce -0.3% | 5,546 | $773K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -2.4% | 5,538 | $772K |
| Allen Capital Group, LLC | 0.09% | Reduce -2.2% | 5,535 | $771K |
| Carolinas Wealth Consulting LLC | 0.15% | Add +3.0% | 5,527 | $770K |
| FC Advisory LLC | 0.26% | Add +0.1% | 5,513 | $768K |
| Betterment LLC | 0.00% | Reduce -7.3% | 5,513 | $768K |
| Peak Planning Group, LLC | 0.32% | Reduce -12.1% | 5,440 | $758K |
| Diversify Wealth Management, LLC | 0.06% | Add +210.9% | 5,462 | $757K |
| Rehmann Capital Advisory Group | 0.05% | Add +4.4% | 5,427 | $756K |
| MidAtlantic Capital Management, Inc. | 0.55% | No change | 5,394 | $752K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -0.6% | 5,364 | $747K |
| Colonial Trust Co / SC | 0.11% | No change | 5,346 | $745K |
| GM Advisory Group, LLC | 0.04% | No change | 5,331 | $743K |
| Regions Financial Corp. | 0.01% | New | 5,315 | $741K |
| Whalerock Point Partners, LLC | 0.18% | Add +2.4% | 5,309 | $740K |
| Choreo, LLC | 0.01% | Reduce -2.8% | 5,263 | $734K |
| GDS Wealth Management | 0.07% | Reduce -1.3% | 5,263 | $733K |
| Sage Financial Management Group, Inc. | 0.27% | Reduce -12.8% | 5,228 | $729K |
| Strategic Wealth Investment Group, LLC | 0.04% | New | 11,503 | $728K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +0.6% | 5,223 | $728K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +40.6% | 5,143 | $717K |
| Millington Financial Advisors, LLC | 0.41% | Add +0.1% | 5,026 | $713K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -47.3% | 5,063 | $705K |
| PMG Wealth Management, Inc. | 0.64% | — | 5,023 | $700K |
| Collective Family Office LLC | 0.19% | Add +3.1% | 5,004 | $697K |
| Bennett Selby Investments LP | 0.28% | No change | 4,998 | $696K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.16% | Add +2.7% | 4,995 | $696K |
| Forte Asset Management LLC | 0.37% | Reduce -0.9% | 4,949 | $690K |
| PGIM Custom Harvest LLC | 0.01% | New | 4,930 | $687K |
| Wescott Financial Advisory Group, LLC | 0.07% | Reduce -17.1% | 4,890 | $681K |
| Hoxton Planning & Management, LLC | 0.26% | Reduce -2.0% | 4,837 | $674K |
| Jane Street Group, LLC | 0.00% | Add +67.4% | 4,835 | $674K |
| Whittier Trust Co. | 0.01% | Reduce -28.9% | 4,802 | $669K |
| Legacy Financial Advisors, Inc. | 0.11% | No change | 4,800 | $669K |
| St. Clair Advisors, LLC | 0.19% | No change | 4,757 | $663K |
| Annex Advisory Services, LLC | 0.02% | New | 4,750 | $662K |
| Maxwell Wealth Strategies Inc. | 0.27% | No change | 4,738 | $660K |
| Parkworth Wealth Management, Inc. | 0.55% | — | 4,736 | $660K |
| Sterling Capital Management LLC | 0.01% | Reduce -44.1% | 4,728 | $659K |
| SOL Capital Management CO | 0.07% | No change | 4,710 | $656K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -2.5% | 4,679 | $652K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -0.3% | 4,676 | $652K |
| Melone Private Wealth, LLC | 0.33% | No change | 4,626 | $645K |
| Foundations Investment Advisors, LLC | 0.01% | Add +119.2% | 4,618 | $643K |
| Godshalk Welsh Capital Management, Inc. | 0.42% | No change | 4,615 | $643K |
| Wealthspire Retirement, LLC | 0.05% | No change | 4,546 | $633K |
| Avior Wealth Management, LLC | 0.02% | Add +0.9% | 4,535 | $632K |
| Investor's Fiduciary Advisor Network, LLC | 0.24% | — | 4,526 | $630K |
| ORG Partners LLC | 0.09% | Reduce -14.1% | 4,502 | $628K |
| CIBC Private Wealth Group LLC | 0.00% | Add +59.4% | 4,453 | $626K |
| Ancora Advisors LLC | 0.01% | Add +34.0% | 4,491 | $626K |
| Pathstone Holdings, LLC | 0.00% | New | 4,395 | $624K |
| High Falls Advisors, Inc | 0.14% | No change | 4,463 | $622K |
| Ascentis Wealth Management, LLC | 0.22% | Reduce -0.5% | 4,449 | $620K |
| Sapient Capital LLC | 0.01% | No change | 4,403 | $614K |
| Empower Advisory Group, LLC | 0.00% | Add +1.8% | 4,367 | $609K |
| Tritonpoint Wealth, LLC | 0.06% | No change | 4,366 | $608K |
| Worth Financial Advisory Group, LLC | 0.37% | No change | 4,365 | $608K |
| Weaver Consulting Group | 0.19% | Add +2.7% | 4,363 | $608K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 4,344 | $605K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 4,321 | $602K |
| Linscomb Wealth, Inc. | 0.03% | No change | 4,257 | $593K |
| FourThought Financial Partners, LLC | 0.06% | Reduce -9.8% | 4,252 | $593K |
| Graypoint LLC | 0.04% | Reduce -68.8% | 4,230 | $589K |
| Calamos Wealth Management LLC | 0.03% | Add +1.3% | 4,171 | $581K |
| Twin Peaks Wealth Advisors, LLC | 0.24% | Reduce -26.1% | 4,139 | $577K |
| Anchor Investment Management, LLC | 0.05% | No change | 4,134 | $576K |
| Three Bridge Wealth Advisors, LLC | 0.20% | Add +0.1% | 4,085 | $569K |
| DGS Capital Management, LLC | 0.14% | Reduce -1.9% | 4,083 | $569K |
| Seascape Capital Management | 0.20% | Reduce -3.9% | 4,048 | $564K |
| Meridian Wealth Advisors, LLC | 0.09% | Reduce -1.2% | 4,025 | $561K |
| Retirement Income Solutions, Inc. | 0.11% | Add +0.3% | 4,014 | $559K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.2% | 3,990 | $556K |
| AlTi Global, Inc. | 0.01% | No change | 3,971 | $553K |
| Greenwood Gearhart LLC | 0.04% | Reduce -7.5% | 3,968 | $553K |
| Heritage Financial Services, LLC | 0.07% | New | 3,953 | $551K |
| Garrett Wealth Advisory Group, LLC | 0.12% | Reduce -61.7% | 3,897 | $543K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.9% | 3,877 | $540K |
| RPG Investment Advisory, LLC | 0.07% | Reduce -15.6% | 3,825 | $533K |
| Fourth Dimension Wealth, LLC | 0.28% | — | 3,821 | $532K |
| RTD Financial Advisors, Inc. | 0.07% | Reduce -11.4% | 3,786 | $528K |
| Fielder Capital Group LLC | 0.16% | No change | 3,746 | $522K |
| Bright Futures Wealth Management, LLC. | 0.47% | Reduce -8.7% | 3,645 | $519K |
| St Germain D J Co. Inc. | 0.02% | No change | 3,682 | $513K |
| Meridian Financial Advisors, LLC | 0.35% | Add +14.8% | 3,669 | $511K |
| Fisher Asset Management | 0.00% | New | 3,667 | $511K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +12.9% | 3,640 | $507K |
| Patten & Patten Inc. | 0.03% | Reduce -5.2% | 3,614 | $504K |
| Advisors Capital Management, LLC | 0.01% | Add +38.1% | 3,603 | $502K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -2.2% | 3,576 | $498K |
| Qube Research & Technologies Ltd | 0.00% | Add +270.5% | 3,464 | $483K |
| Peterson Wealth Advisors, LLC | 0.09% | Add +0.2% | 3,394 | $481K |
| First City Capital Management, Inc. | 0.26% | No change | 3,438 | $479K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 3,416 | $476K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 3,371 | $470K |
| Norden Group LLC | 0.05% | No change | 3,360 | $468K |
| StoneX Group Inc. | 0.03% | New | 3,356 | $468K |
| Adapt Wealth Advisors, LLC | 0.23% | Reduce -0.1% | 3,328 | $464K |
| Monument Capital Management | 0.13% | Reduce -13.3% | 3,310 | $461K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 3,257 | $454K |
| Altfest L J & Co. Inc. | 0.06% | No change | 3,243 | $452K |
| M1 Capital Management LLC | 0.24% | — | 3,208 | $447K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -0.1% | 3,201 | $446K |
| Harbour Investments, Inc. | 0.01% | Add +0.8% | 3,187 | $444K |
| Magnus Financial Group LLC | 0.04% | No change | 3,180 | $443K |
| Potentia Wealth | 0.19% | — | 3,137 | $437K |
| Armbruster Capital Management, Inc. | 0.09% | No change | 3,125 | $435K |
| Fifth Third Bancorp | 0.00% | Add +64.6% | 3,120 | $435K |
| B.O.S.S. Retirement Advisors, LLC | 0.12% | New | 3,063 | $427K |
| CreativeOne Wealth, LLC | 0.01% | Add +50.0% | 3,042 | $424K |
| Inspire Advisors, LLC | 0.05% | Add +4.3% | 3,036 | $423K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -0.7% | 3,018 | $421K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.8% | 2,971 | $414K |
| Puff Wealth Management, LLC | 0.72% | — | 2,969 | $414K |
| Headinvest, LLC | 0.08% | No change | 2,950 | $411K |
| Financial Partners Group, Inc | 0.06% | Add +92.0% | 2,932 | $409K |
| Pallas Capital Advisors LLC | 0.02% | No change | 2,923 | $407K |
| Oarsman Capital, Inc. | 0.07% | No change | 2,918 | $407K |
| WealthCare Investment Partners, LLC | 0.18% | Add +7.2% | 2,917 | $406K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +31.2% | 2,907 | $405K |
| Aft, Forsyth & Company, Inc. | 0.20% | Reduce -0.9% | 2,874 | $401K |
| GC Wealth Management RIA, LLC | 0.07% | No change | 2,867 | $400K |
| NorthCoast Asset Management LLC | 0.00% | Add +31.5% | 2,864 | $399K |
| Frederick Financial Consultants, LLC | 0.32% | — | 2,864 | $399K |
| WMG Financial Advisors, LLC | 0.17% | No change | 2,836 | $395K |
| Stephens Consulting, LLC | 0.10% | No change | 2,754 | $384K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.2% | 2,707 | $377K |
| Verity & Verity, LLC | 0.03% | No change | 2,706 | $377K |
| Brueske Advisory Services, LLC | 0.33% | — | 2,687 | $374K |
| Westmount Partners, LLC | 0.11% | Add +0.1% | 2,684 | $374K |
| Premier Path Wealth Partners, LLC | 0.06% | No change | 2,682 | $374K |
| Claro Advisors Inc. | 0.05% | Reduce -3.4% | 2,681 | $374K |
| Ellevest, Inc. | 0.02% | Reduce -42.7% | 2,654 | $370K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -12.8% | 2,649 | $369K |
| GenWealth Group, Inc. | 0.08% | Reduce -6.9% | 2,601 | $362K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,600 | $362K |
| Vanguard Group Inc. | 0.00% | Add +36.9% | 2,580 | $359K |
| Northside Capital Management, LLC | 0.10% | No change | 2,570 | $358K |
| Madison Asset Management, LLC | 0.00% | Reduce -44.8% | 2,567 | $358K |
| Madison Investment Advisors, LLC | 0.00% | — | 2,567 | $358K |
| SFG Wealth Management, LLC. | 0.19% | Add +5.8% | 2,557 | $356K |
| West Branch Capital LLC | 0.11% | Add +0.2% | 2,507 | $349K |
| Opinicus Capital, Inc. | 0.29% | Reduce -0.4% | 2,500 | $348K |
| Lee Danner & Bass Inc. | 0.03% | New | 2,460 | $343K |
| First National Bank of Hutchinson | 0.21% | New | 2,445 | $341K |
| United Advisor Group, LLC | 0.07% | Add +56.1% | 2,443 | $340K |
| Revolve Wealth Partners, LLC | 0.05% | Reduce -3.8% | 2,438 | $340K |
| Boyd Wealth Management, LLC | 0.17% | Reduce -13.9% | 2,438 | $340K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 2,436 | $339K |
| First Trust Advisors LP | 0.00% | New | 2,430 | $339K |
| Brown Advisory Inc. | 0.00% | Add +2.8% | 2,412 | $336K |
| Elevatus Welath Management | 0.11% | Add +43.4% | 2,409 | $336K |
| Maridea Wealth Management LLC | 0.11% | — | 2,405 | $335K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 2,400 | $334K |
| Adero Partners, LLC | 0.02% | No change | 2,393 | $333K |
| KFA Private Wealth Group, LLC | 0.14% | Reduce -23.6% | 2,376 | $331K |
| Watts Gwilliam & Co., LLC | 0.07% | No change | 2,316 | $325K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,330 | $325K |
| Strategic Financial Concepts, LLC | 0.06% | New | 2,327 | $324K |
| Financial Management Network Inc. | 0.07% | No change | 2,286 | $324K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -39.4% | 2,321 | $323K |
| Beacon Harbor Wealth Advisors, Inc. | 0.08% | No change | 2,314 | $322K |
| Convergence Financial, LLC | 0.06% | Reduce -1.1% | 2,311 | $322K |
| Members Wealth LLC | 0.24% | — | 2,210 | $318K |
| Oxford Financial Group, LTD. LLC | 0.02% | Add +5412.5% | 2,205 | $307K |
| O'Brien Greene & Co. Inc | 0.10% | No change | 2,150 | $300K |
| Goldstein Advisors, LLC | 0.04% | Add +1.1% | 2,146 | $299K |
| Signaturefd, LLC | 0.01% | Reduce -1.2% | 2,121 | $296K |
| Alteri Wealth LLC | 0.08% | — | 2,100 | $293K |
| Element Pointe Advisors, LLC | 0.07% | No change | 2,099 | $292K |
| Atlas Private Wealth Advisors | 0.04% | No change | 2,093 | $292K |
| Financial Perspectives, Inc | 0.10% | Add +0.1% | 2,083 | $290K |
| Albion Financial Group | 0.02% | Reduce -1.4% | 2,055 | $286K |
| Summit Investment Advisors, Inc. | 0.25% | — | 1,954 | $285K |
| Indiana Trust & Investment Management Co | 0.10% | No change | 2,033 | $283K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 2,044 | $283K |
| Key Financial Inc | 0.06% | Add +92.7% | 2,031 | $283K |
| Integrated Investment Consultants, LLC | 0.06% | New | 2,024 | $282K |
| Summit Global Investments | 0.02% | No change | 2,017 | $281K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.7% | 2,015 | $281K |
| Synovus Financial Corp. | 0.00% | Reduce -1.9% | 2,011 | $281K |
| Crux Wealth Advisors | 0.16% | — | 2,007 | $280K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 2,000 | $279K |
| Centurion Wealth Management LLC | 0.09% | No change | 1,983 | $276K |
| InTrack Investment Management Inc | 0.19% | No change | 1,996 | $276K |
| Keybank National Association | 0.00% | Add +9.1% | 1,979 | $276K |
| American Trust | 0.02% | New | 1,975 | $275K |
| QRG Capital Management, Inc. | 0.00% | Add +6.7% | 1,967 | $274K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | No change | 1,961 | $273K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -0.9% | 1,954 | $272K |
| IFP Advisors, Inc | 0.01% | Add +37.9% | 1,946 | $271K |
| Leisure Capital Management | 0.10% | No change | 1,924 | $268K |
| Colonial River Investments, LLC | 0.13% | Reduce -2.6% | 1,905 | $265K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.6% | 1,905 | $265K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 1,897 | $264K |
| KWB Wealth | 0.03% | Reduce -4.0% | 1,952 | $258K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,844 | $257K |
| Oak Asset Management, LLC | 0.09% | No change | 1,834 | $256K |
| New Century Financial Group, LLC | 0.11% | Add +7.9% | 1,784 | $253K |
| Arkadios Wealth Advisors | 0.01% | Reduce -8.7% | 1,811 | $252K |
| Centricity Wealth Management, LLC | 0.24% | — | 1,808 | $252K |
| Awm Capital, LLC | 0.03% | No change | 1,803 | $251K |
| Mgo One Seven LLC | 0.01% | New | 1,803 | $251K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,800 | $251K |
| Heritage Family Offices, LLP | 0.12% | No change | 1,785 | $249K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 1,783 | $248K |
| Private Portfolio Partners LLC | 0.05% | Reduce -11.9% | 1,781 | $248K |
| Wealth Alliance, LLC | 0.03% | Reduce -39.5% | 1,780 | $248K |
| NWF Advisory Services Inc. | 0.04% | New | 1,772 | $247K |
| Pinnacle Associates Ltd. | 0.00% | New | 1,751 | $244K |
| Capital Wealth Planning, LLC | 0.00% | New | 1,747 | $243K |
| Ehrlich Financial Group | 0.17% | No change | 1,743 | $243K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,734 | $242K |
| Augustine Asset Management Inc. | 0.06% | Reduce -5.1% | 1,730 | $241K |
| Verum Partners LLC | 0.07% | No change | 1,724 | $240K |
| OneAscent Financial Services LLC | 0.02% | New | 1,721 | $240K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 1,716 | $239K |
| Collaborative Wealth Managment Inc. | 0.11% | No change | 1,707 | $238K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +10.1% | 1,704 | $237K |
| Castle Rock Wealth Management, LLC | 0.06% | Reduce -4.3% | 1,625 | $237K |
| Flagstar Securities, Inc. | 0.06% | New | 1,693 | $236K |
| Stonebrook Private Inc. | 0.06% | No change | 1,687 | $235K |
| MRWM Advisors, LLC | 0.18% | — | 1,681 | $234K |
| CVFG LLC | 0.21% | — | 1,668 | $232K |
| Catalyst Private Wealth, LLC | 0.10% | Add +0.2% | 1,656 | $231K |
| Two Sigma Securities, LLC | 0.04% | New | 1,645 | $229K |
| 1 North Wealth Services LLC | 0.10% | — | 1,644 | $229K |
| Unified Investment Management | 0.26% | — | 1,640 | $229K |
| Round Rock Advisors LLC | 0.05% | No change | 1,639 | $228K |
| Abound Financial, LLC | 0.12% | — | 1,638 | $228K |
| Continuum Advisory, LLC | 0.03% | Reduce -9.0% | 1,624 | $226K |
| Bank Ozk | 0.09% | Reduce -5.7% | 1,608 | $224K |
| National Wealth Management Group, LLC | 0.15% | New | 1,607 | $224K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,600 | $223K |
| ABLE Financial Group, LLC | 0.07% | Reduce -2.0% | 1,593 | $222K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 1,593 | $222K |
| Trexquant Investment LP | 0.00% | New | 1,592 | $222K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 1,588 | $221K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,588 | $221K |
| Capital Investment Advisors, LLC | 0.00% | New | 1,585 | $221K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -12.4% | 1,584 | $221K |
| Csenge Advisory Group | 0.01% | Reduce -3.8% | 1,581 | $220K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +1.1% | 1,564 | $218K |
| Marcum Wealth, LLC | 0.02% | New | 1,560 | $217K |
| Old National Bancorp | 0.01% | New | 1,557 | $217K |
| Insigneo Advisory Services, LLC | 0.02% | New | 1,538 | $214K |
| Centerpoint Advisors, LLC | 0.07% | No change | 1,533 | $214K |
| Neuberger Berman Group LLC | 0.00% | Reduce -33.3% | 1,534 | $214K |
| Modern Wealth Management, LLC | 0.01% | Add +0.1% | 1,532 | $213K |
| DT Investment Partners, LLC | 0.02% | No change | 1,528 | $213K |
| Proficio Capital Partners LLC | 0.02% | New | 1,514 | $211K |
| Barrett & Company, Inc. | 0.09% | No change | 1,505 | $210K |
| Blankinship & Foster, LLC | 0.05% | New | 1,504 | $210K |
| MKT Advisors LLC | 0.09% | New | 1,465 | $209K |
| GWN Securities Inc. | 0.06% | — | 1,489 | $209K |
| Sage Mountain Advisors LLC | 0.02% | Add +1.0% | 1,495 | $208K |
| Weatherly Asset Management L. P. | 0.02% | New | 1,487 | $207K |
| TrinityPoint Wealth, LLC | 0.03% | New | 1,487 | $207K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 1,486 | $207K |
| Tableaux LLC | 0.17% | — | 1,470 | $205K |
| SageView Advisory Group, LLC | 0.01% | Reduce -26.3% | 1,468 | $205K |
| Community Financial Services Group, LLC | 0.04% | New | 1,462 | $204K |
| Richwood Investment Advisors, LLC | 0.17% | New | 1,460 | $203K |
| Antonelli Financial Advisors, LLC | 0.17% | — | 1,454 | $203K |
| Courier Capital LLC | 0.01% | New | 1,448 | $202K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,438 | $200K |
| Keystone Financial Group, Inc. | 0.16% | — | 1,424 | $198K |
| Ballast Advisors LLC | 0.06% | No change | 1,394 | $194K |
| Aptus Capital Advisors, LLC | 0.00% | Add +63.0% | 1,390 | $194K |
| VSM Wealth Advisory, LLC | 0.07% | — | 1,327 | $185K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +5.0% | 1,293 | $180K |
| FLP Wealth Management, LLC | 0.46% | — | 1,283 | $179K |
| Capital Analysts, LLC | 0.01% | Reduce -1.2% | 1,279 | $178K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,262 | $176K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,218 | $170K |
| Finley Financial, LLC | 0.09% | — | 1,180 | $167K |
| First Horizon Advisors, Inc. | 0.00% | Add +3.6% | 1,185 | $165K |
| Sanctuary Wealth Management, L.L.C. | 0.10% | No change | 1,080 | $150K |
| Sachetta, LLC | 0.06% | Reduce -9.5% | 1,050 | $146K |
| Financial Network Wealth Advisors LLC | 0.26% | No change | 1,014 | $141K |
| Park Place Capital Corp | 0.04% | Add +0.2% | 934 | $130K |
| Addison Advisors LLC | 0.04% | No change | 930 | $130K |
| Mitchell Sinkler & Starr | 0.03% | No change | 920 | $128K |
| PSI Advisors, LLC | 0.04% | Reduce -3.3% | 856 | $119K |
| Larson Financial Group LLC | 0.01% | Add +20.3% | 854 | $119K |
| Collier Financial | 0.11% | — | 852 | $119K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | No change | 844 | $118K |
| Tsfg, LLC | 0.02% | No change | 831 | $116K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +57.0% | 818 | $114K |
| SouthState Bank Corp | 0.01% | No change | 782 | $109K |
| Hantz Financial Services, Inc. | 0.00% | New | 737 | $103K |
| Bank of New Hampshire | 0.02% | No change | 650 | $91K |
| NFSG Corp | 0.02% | New | 637 | $89K |
| CoreCap Advisors, LLC | 0.00% | Add +125.7% | 623 | $87K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 602 | $84K |
| Quest 10 Wealth Builders, Inc. | 0.08% | — | 601 | $84K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 598 | $83K |
| Empowered Funds, LLC | 0.00% | New | 595 | $83K |
| Armstrong Advisory Group, Inc. | 0.01% | New | 587 | $82K |
| Arlington Trust Co LLC | 0.02% | No change | 546 | $76K |
| Bokf, NA | 0.00% | No change | 535 | $74K |
| MTM Investment Management, LLC | 0.03% | No change | 530 | $74K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.2% | 527 | $73K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 516 | $72K |
| Fairscale Capital, LLC | 0.06% | No change | 519 | $72K |
| Roxbury Financial LLC | 0.07% | — | 491 | $68K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 483 | $67K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 471 | $66K |
| Cornerstone Planning Group LLC | 0.02% | No change | 463 | $65K |
| Element Wealth, LLC | 0.03% | Add +4.6% | 459 | $64K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 457 | $64K |
| Pacific Center for Financial Services | 0.02% | No change | 442 | $62K |
| Robinswood Financial LLC | 0.02% | Reduce -3.9% | 442 | $62K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.9% | 408 | $57K |
| Matrix Private Capital Group LLC | 0.03% | No change | 400 | $56K |
| Activest Wealth Management | 0.02% | No change | 396 | $55K |
| Pacifica Partners Inc. | 0.02% | No change | 395 | $55K |
| Winch Advisory Services, LLC | 0.01% | No change | 384 | $53K |
| Brooklyn Investment Group | 0.02% | New | 364 | $51K |
| Sound Income Strategies, LLC | 0.00% | No change | 355 | $49K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 351 | $49K |
| Hoese & Co LLP | 0.04% | New | 333 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 322 | $45K |
| Global Wealth Strategies & Associates | 0.01% | Add +113.3% | 320 | $45K |
| Asset Dedication, LLC | 0.00% | No change | 315 | $44K |
| Raleigh Capital Management Inc. | 0.02% | Add +0.3% | 315 | $44K |
| Abound Wealth Management | 0.01% | No change | 313 | $44K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 310 | $43K |
| Nemes Rush Group LLC | 0.01% | No change | 310 | $43K |
| Stonebridge Financial Group, LLC | 0.00% | — | 303 | $42K |
| National Bank of Canada | 0.00% | Add +5.3% | 300 | $42K |
| Cape Investment Advisory, Inc. | 0.02% | New | 293 | $41K |
| Castleview Partners, LLC | 0.02% | No change | 290 | $40K |
| LRI Investments, LLC | 0.00% | No change | 289 | $40K |
| GAMMA Investing LLC | 0.00% | No change | 289 | $40K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 284 | $40K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.4% | 268 | $37K |
| NorthRock Partners, LLC | 0.00% | Reduce -35.1% | 266 | $37K |
| Mather Group, Llc. | 0.00% | No change | 265 | $37K |
| Vermillion Wealth Management, Inc. | 0.02% | — | 262 | $37K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 265 | $36K |
| Ameriflex Group, Inc. | 0.02% | — | 249 | $36K |
| Venturi Wealth Management, LLC | 0.00% | No change | 252 | $35K |
| AdvisorNet Financial, Inc | 0.00% | No change | 250 | $35K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | Add +316.7% | 250 | $35K |
| Breakwater Investment Management | 0.01% | No change | 245 | $34K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 244 | $34K |
| Noble Wealth Management PBC | 0.02% | — | 243 | $34K |
| Quadrant Capital Group LLC | 0.00% | No change | 228 | $32K |
| Tidemark, LLC | 0.01% | Add +0.4% | 228 | $32K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 211 | $29K |
| Transce3nd, LLC | 0.01% | — | 195 | $27K |
| Tucker Asset Management LLC | 0.01% | No change | 193 | $27K |
| Mechanics Financial Corp | 0.01% | No change | 179 | $25K |
| Atala Financial Inc | 0.02% | — | 178 | $25K |
| Bogart Wealth, LLC | 0.00% | No change | 178 | $25K |
| Archer Investment Corp | 0.01% | No change | 176 | $25K |
| Murphy & Mullick Capital Management Corp | 0.02% | — | 174 | $24K |
| IAG Wealth Partners, LLC | 0.00% | No change | 169 | $24K |
| Clean Yield Group | 0.01% | No change | 167 | $23K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 167 | $23K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 165 | $23K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 165 | $23K |
| Financial Life Planners | 0.02% | — | 165 | $23K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 155 | $22K |
| Sittner & Nelson, LLC | 0.01% | New | 148 | $21K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 145 | $20K |
| TD Capital Management LLC | 0.00% | No change | 143 | $20K |
| Angeles Wealth Management, LLC | 0.00% | No change | 141 | $20K |
| Front Row Advisors LLC | 0.01% | No change | 139 | $19K |
| AllSquare Wealth Management LLC | 0.01% | No change | 139 | $19K |
| Family Manage LLC | 0.00% | No change | 131 | $18K |
| Creative Financial Designs Inc. | 0.00% | Reduce -38.2% | 131 | $18K |
| Millstone Evans Group, LLC | 0.01% | — | 117 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 107 | $15K |
| Sugar Maple Asset Management, LLC | 0.01% | New | 100 | $14K |
| Arcadia Investment Management Corp. | 0.00% | No change | 100 | $14K |
| WR Wealth Planners, LLC | 0.00% | No change | 93 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -78.5% | 89 | $12K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -95.0% | 87 | $12K |
| Chapman Financial Group, LLC | 0.01% | — | 86 | $12K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 78 | $11K |
| Capital & Planning, LLC | 0.01% | — | 73 | $10K |
| TFC Financial Management, Inc. | 0.00% | No change | 71 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 67 | $9K |
| Trust Co. of Vermont | 0.00% | New | 67 | $9K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 62 | $9K |
| BNP Paribas Financial Markets | 0.00% | Add +38.6% | 61 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $8K |
| Crews Bank & Trust | 0.00% | — | 51 | $7K |
| Pathway Financial Advisers, LLC | 0.00% | Add +2.0% | 50 | $7K |
| Hexagon Capital Partners LLC | 0.00% | New | 49 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 42 | $6K |
| West Paces Advisors Inc. | 0.00% | New | 42 | $6K |
| Proffitt & Goodson Inc. | 0.00% | New | 41 | $6K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 39 | $5K |
| Capital A Wealth Management, LLC | 0.01% | — | 38 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 36 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +121.4% | 31 | $4K |
| City State Bank | 0.00% | No change | 30 | $4K |
| Integrity Financial Corp | 0.00% | No change | 28 | $4K |
| Red Tortoise LLC | 0.00% | New | 25 | $4K |
| Pineridge Advisors LLC | 0.00% | Reduce -88.6% | 25 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | Reduce -67.6% | 24 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -67.6% | 24 | $3K |
| Realta Investment Advisors | 0.00% | No change | 22 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | New | 22 | $3K |
| Glassman Wealth Services | 0.00% | No change | 20 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $3K |
| Colonial Trust Advisors | 0.00% | New | 17 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 16 | $2K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 15 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 16 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 7 | $975 |
| Delta Asset Management LLC | 0.00% | No change | 5 | $720 |
| Logan Capital Management Inc. | 0.00% | New | 4 | $558 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 2 | $279 |
"% 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.