iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q1 2025 (March 31)751holders −26
52new positions
68sold out
4famous investors
$127.18avg. 13F price*
At the end of Q1 2025, 751 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, down 26 from Q4 2024. 52 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($5.5B), Morgan Stanley ($1.7B) and LPL Financial LLC ($1.7B). 4 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core S&P U.S. Growth
- CUSIP
- 464287671
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $58.9M |
| Exits | 68 | $68.4M |
All 13F filers, Q4 2024 → Q1 2025: 6,665,760 shares bought and 4,901,246 shares sold, net +1,764,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 751 holders
| Bank of America Corp. | 0.49% | Add +9.2% | 43,115,342 | $5.5B |
| Morgan Stanley | 0.12% | Add +4.4% | 13,586,821 | $1.7B |
| LPL Financial LLC | 0.65% | Reduce -14.5% | 13,079,412 | $1.7B |
| Jones Financial Companies LLLP | 0.69% | Reduce -3.2% | 6,092,014 | $773.8M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -0.8% | 2,017,592 | $256.4M |
| Blue Trust, Inc. | 3.07% | Reduce -2.5% | 1,885,240 | $239.6M |
| JPMorgan Chase & Co. | 0.01% | Add +5.9% | 1,518,967 | $193.0M |
| Commonwealth Equity Services, LLC | 0.26% | Add +4.5% | 1,418,831 | $180.3M |
| UBS Group AG | 0.04% | Reduce -1.7% | 1,270,448 | $161.4M |
| Raymond James Financial Inc. | 0.06% | Reduce -2.2% | 1,242,950 | $158.0M |
| Merit Financial Group, LLC | 2.14% | Add +114.0% | 1,120,919 | $142.4M |
| Wells Fargo & Company | 0.03% | Reduce -0.4% | 1,106,100 | $140.6M |
| Royal Bank of Canada | 0.03% | Add +8.6% | 946,059 | $120.2M |
| Kestra Investment Management, LLC | 2.13% | Reduce -0.6% | 869,695 | $110.5M |
| PNC Financial Services Group, Inc. | 0.05% | Add +1.6% | 786,284 | $99.9M |
| FMR LLC | 0.01% | Add +0.7% | 732,748 | $93.1M |
| Facet Wealth, Inc. | 2.31% | Reduce -3.9% | 670,701 | $89.2M |
| Natixis Advisors, LLC | 0.16% | Add +61.3% | 683,345 | $86.8M |
| Benjamin Edwards Inc. | 1.12% | Add +1.3% | 628,826 | $79.9M |
| Citizens Financial Group Inc. | 1.53% | Reduce -8.2% | 611,919 | $77.8M |
| HighTower Advisors, LLC | 0.10% | Reduce -4.5% | 554,293 | $70.4M |
| Osaic Holdings, Inc. | 0.14% | Add +7.7% | 509,224 | $64.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -38.7% | 436,228 | $64.0M |
| Independence Financial Advisors, LLC | 23.85% | — | 493,711 | $62.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -7.3% | 481,052 | $61.1M |
| Allworth Financial LP | 0.33% | Add +34.3% | 466,482 | $59.4M |
| Legacy Financial Group LLC | 9.02% | Reduce -1.7% | 461,280 | $58.6M |
| CX Institutional | 1.95% | Add +38.4% | 407,174 | $51.7M |
| Madison Wealth Partners, Inc | 12.24% | Add +0.2% | 390,148 | $49.6M |
| Cetera Investment Advisers | 0.09% | Add +2.9% | 382,782 | $48.6M |
| Tennessee Valley Asset Management Partners | 7.68% | Reduce -5.6% | 370,389 | $47.1M |
| Cardinal Strategic Wealth Guidance | 14.49% | Add +3.7% | 356,917 | $45.4M |
| Tanglewood Legacy Advisors, LLC | 17.54% | Reduce -5.0% | 315,003 | $40.0M |
| Aurdan Capital Management, LLC | 13.69% | Add +7.0% | 286,068 | $36.4M |
| Blair William & Co. | 0.10% | Reduce -13.2% | 273,700 | $34.8M |
| Howe & Rusling Inc. | 2.83% | Add +5.1% | 264,663 | $33.6M |
| DDFG, Inc | 9.31% | Reduce -1.7% | 264,390 | $33.6M |
| Equitable Holdings, Inc. | 0.30% | Reduce -6.6% | 247,461 | $31.4M |
| Modera Wealth Management, LLC | 0.41% | Add +3.7% | 235,919 | $30.0M |
| Charles Schwab Trust Co | 2.51% | Add +1.2% | 235,695 | $30.0M |
| Alliancebernstein L.P. | 0.01% | Add +3.9% | 234,376 | $29.8M |
| Sandy Spring Bank | 1.24% | Reduce -0.8% | 231,521 | $29.4M |
| Veracity Capital LLC | 11.46% | Reduce -13.8% | 229,584 | $29.2M |
| Hilltop Wealth Advisors, LLC | 16.41% | Reduce -4.8% | 228,672 | $29.1M |
| SCS Capital Management LLC | 0.36% | New | 225,166 | $28.6M |
| Avantax Advisory Services, Inc. | 0.16% | Add +6.1% | 212,302 | $27.0M |
| MML Investors Services, LLC | 0.09% | Add +2.1% | 211,004 | $26.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -43.6% | 209,837 | $26.7M |
| Private Advisor Group, LLC | 0.15% | Reduce -0.1% | 201,212 | $25.6M |
| Valmark Advisers, Inc. | 0.38% | Add +29.9% | 199,172 | $25.3M |
| Corient Private Wealth LP | 0.04% | Add +24.1% | 194,123 | $24.7M |
| Cutler Investment Counsel LLC | 2.94% | Add +2.9% | 192,679 | $24.5M |
| Aspen Wealth Management LLC | 6.93% | Add +8.1% | 192,596 | $24.5M |
| Spire Wealth Management | 0.77% | Reduce -8.5% | 190,314 | $24.2M |
| Strategies Wealth Advisors, LLC | 2.79% | Reduce -3.7% | 179,796 | $22.8M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -3.2% | 179,199 | $22.8M |
| Focus Partners Wealth | 0.06% | Reduce -8.0% | 179,108 | $22.8M |
| ForthRight Wealth Management, LLC | 7.43% | Add +0.8% | 174,753 | $22.2M |
| Doliver Advisors, LP | 6.15% | Reduce -6.8% | 172,362 | $21.9M |
| Petix & Botte Co | 5.64% | Reduce -12.2% | 168,436 | $21.4M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -10.3% | 167,054 | $21.2M |
| Voisard Asset Management Group, Inc. | 6.07% | Add +33.9% | 163,518 | $20.8M |
| Principal Securities, Inc. | 0.44% | No change | 140,087 | $19.5M |
| Mascoma Wealth Management LLC | 4.76% | Reduce -14.3% | 150,312 | $19.1M |
| Atria Investments, Inc | 0.24% | Add +0.9% | 145,851 | $18.5M |
| Stifel Financial Corp. | 0.02% | Add +13.8% | 142,951 | $18.2M |
| Financial Advocates Investment Management | 1.25% | Add +6.2% | 155,130 | $17.8M |
| Gallagher Fiduciary Advisors, LLC | 0.58% | Add +1.0% | 139,140 | $17.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -19.8% | 135,611 | $17.2M |
| BlackRock, Inc. | 0.00% | Reduce -15.1% | 132,157 | $16.8M |
| NBT Bank, N.A. | 1.21% | Add +3.2% | 131,311 | $16.7M |
| Hudock, Inc. | 2.85% | Reduce -4.1% | 128,200 | $16.3M |
| Roberts Financial Services LLC | 3.04% | Add +35.8% | 123,329 | $15.7M |
| NorthStar Asset Management LLC | 9.65% | Add +3.4% | 121,437 | $15.4M |
| Elevation Wealth Partners, LLC | 6.58% | Add +0.1% | 119,512 | $15.2M |
| Amplius Wealth Advisors, LLC | 1.58% | Reduce -0.5% | 119,264 | $15.2M |
| Rwa Wealth Partners, LLC | 0.19% | Reduce -4.5% | 117,305 | $14.9M |
| Vantage Financial Partners, LLC | 3.68% | Add +3.2% | 116,551 | $14.8M |
| Birchcreek Wealth Management, LLC | 9.03% | Add +9.7% | 112,602 | $14.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +35.4% | 110,110 | $14.0M |
| Canvas Wealth Advisors, LLC | 3.39% | Reduce -0.5% | 109,161 | $13.2M |
| Goldstone Financial Group, LLC | 1.98% | Add +7.7% | 102,824 | $13.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.4% | 102,477 | $13.0M |
| Baird Financial Group, Inc. | 0.03% | Reduce -37.3% | 102,442 | $13.0M |
| Concurrent Investment Advisors, LLC | 0.32% | Add +8.0% | 101,842 | $12.9M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -24.4% | 101,262 | $12.9M |
| Richard W. Paul & Associates, LLC | 5.00% | Reduce -3.2% | 100,282 | $12.7M |
| Founders Financial Securities LLC | 1.06% | Add +1.6% | 97,475 | $12.6M |
| Fortress Financial Group, LLC | 12.22% | Add +3.3% | 96,297 | $12.2M |
| Horizon Investments, LLC | 0.36% | Add +0.3% | 95,511 | $12.1M |
| Truist Financial Corp. | 0.02% | Add +0.4% | 94,659 | $12.0M |
| PCA Investment Advisory Services Inc. | 6.35% | Add +3.4% | 94,571 | $12.0M |
| Brio Consultants, LLC | 1.88% | Add +0.9% | 94,130 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -11.9% | 91,679 | $11.7M |
| RFG - Bristol Wealth Advisors, LLC | 3.89% | Reduce -2.8% | 91,331 | $11.6M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -2.6% | 90,135 | $11.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -6.2% | 88,983 | $11.3M |
| Financial Council, LLC | 5.94% | Reduce -1.8% | 86,765 | $11.0M |
| Ironwood Wealth Management, Inc. | 5.74% | Reduce -2.0% | 90,461 | $11.0M |
| Savant Capital, LLC | 0.09% | Reduce -15.5% | 85,352 | $10.8M |
| Captrust Financial Advisors | 0.03% | Reduce -1.9% | 82,823 | $10.5M |
| IHT Wealth Management, LLC | 0.32% | Add +5.7% | 81,788 | $10.4M |
| Cosner Financial Group, LLC | 6.23% | Add +13.8% | 80,199 | $10.2M |
| Quent Capital, LLC | 1.06% | Reduce -4.1% | 79,460 | $10.1M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -11.5% | 79,428 | $10.1M |
| Creative Planning | 0.01% | Add +13.6% | 78,381 | $10.0M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -1.4% | 76,488 | $9.7M |
| VestGen Advisors, LLC | 0.44% | — | 75,557 | $9.6M |
| AAFMAA Wealth Management & Trust LLC | 4.12% | Reduce -3.8% | 71,457 | $9.1M |
| Thoroughbred Financial Services, LLC | 0.56% | Reduce -0.7% | 70,060 | $8.9M |
| Main Street Financial Solutions, LLC | 0.77% | Add +19.8% | 70,056 | $8.9M |
| Comerica Bank | 0.04% | Add +0.9% | 69,112 | $8.8M |
| BOS Asset Management, LLC | 3.00% | Reduce -0.7% | 68,351 | $8.7M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -0.4% | 68,121 | $8.7M |
| Global Strategic Investment Solutions, LLC | 1.00% | Reduce -0.1% | 67,822 | $8.6M |
| Mariner, LLC | 0.01% | Add +11.2% | 62,976 | $8.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.5% | 60,723 | $7.7M |
| Cresset Asset Management, LLC | 0.04% | Add +0.0% | 60,381 | $7.7M |
| Stevens Capital Partners | 3.60% | Reduce -0.7% | 60,285 | $7.7M |
| Phoenix Wealth Advisors | 3.13% | Add +11.7% | 56,438 | $7.2M |
| IFG Advisory, LLC | 0.39% | Reduce -2.2% | 55,289 | $7.0M |
| ICONIQ Capital, LLC | 0.12% | New | 53,853 | $6.8M |
| Motive Wealth Advisors | 3.55% | Reduce -9.9% | 52,178 | $6.6M |
| Legacy Solutions, LLC | 7.18% | Add +2.0% | 51,323 | $6.5M |
| Spectrum Wealth Advisory Group, LLC | 3.10% | Add +0.1% | 50,772 | $6.5M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +9.3% | 50,360 | $6.4M |
| Bawa N Mallick Trust | 3.02% | No change | 50,130 | $6.4M |
| TD Private Client Wealth LLC | 0.17% | Add +23.5% | 49,572 | $6.3M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -17.6% | 49,494 | $6.3M |
| NewEdge Advisors, LLC | 0.03% | Add +2.4% | 42,255 | $5.4M |
| Investment Advisory Services Inc. /TX | 1.90% | Add +5.2% | 41,272 | $5.2M |
| Foundry Financial Group, Inc. | 3.22% | Add +1.9% | 41,178 | $5.2M |
| Lido Advisors, LLC | 0.03% | Reduce -2.4% | 40,210 | $5.1M |
| Transatlantique Private Wealth LLC | 2.00% | Reduce -0.3% | 39,480 | $5.0M |
| Coldstream Capital Management Inc. | 0.11% | Reduce -6.9% | 39,332 | $5.0M |
| 1900 Wealth Management LLC | 0.41% | Reduce -0.7% | 39,233 | $5.0M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -9.0% | 39,177 | $5.0M |
| Redhawk Wealth Advisors, Inc. | 0.66% | Reduce -1.9% | 38,904 | $4.9M |
| Able Wealth Management LLC | 2.92% | Reduce -0.3% | 38,698 | $4.9M |
| RFG Advisory, LLC | 0.13% | Reduce -1.5% | 38,541 | $4.9M |
| Cwm, LLC | 0.02% | Add +1.0% | 38,274 | $4.9M |
| First Heartland Consultants, Inc. | 0.49% | Reduce -0.6% | 37,581 | $4.8M |
| Columbus Macro, LLC | 0.62% | Add +1.5% | 37,293 | $4.7M |
| Cornerstone Advisory, LLC | 0.53% | Reduce -1.0% | 34,737 | $4.6M |
| Endowment Wealth Management, Inc. | 2.92% | Add +15.2% | 35,660 | $4.5M |
| Seven Springs Wealth Group, LLC | 1.61% | Add +45.1% | 34,763 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.4% | 34,617 | $4.4M |
| Parsons Capital Management Inc. | 0.24% | Add +7.5% | 34,526 | $4.4M |
| Vident Advisory, LLC | 0.06% | Add +7.4% | 34,060 | $4.3M |
| Merkkuri Wealth Advisors LLC | 3.70% | Add +4.3% | 33,987 | $4.3M |
| Garde Capital, Inc. | 0.24% | Add +36.1% | 33,216 | $4.2M |
| Old Mission Investment Co LLC | 1.26% | Reduce -0.9% | 32,832 | $4.2M |
| US Bancorp \de | 0.01% | Reduce -7.2% | 32,696 | $4.2M |
| Clearbridge Investments, LLC | 0.00% | Add +4.0% | 32,630 | $4.1M |
| Bank of Montreal | 0.00% | Add +2.0% | 32,165 | $4.1M |
| McDonald Partners LLC | 1.06% | Add +0.1% | 32,033 | $4.1M |
| Windward Private Wealth Management Inc. | 1.55% | Reduce -0.6% | 31,352 | $4.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -13.1% | 31,194 | $4.0M |
| M&T Bank Corp | 0.01% | Reduce -13.2% | 31,100 | $4.0M |
| AE Wealth Management LLC | 0.03% | Add +31.7% | 31,037 | $3.9M |
| Stonebridge Financial Planning Group, LLC | 1.79% | Reduce -4.1% | 30,917 | $3.9M |
| Essex Financial Services, Inc. | 0.28% | Add +1.9% | 30,275 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +7.6% | 29,607 | $3.8M |
| WealthShield Partners, LLC | 0.48% | Add +29.7% | 29,332 | $3.7M |
| Tiaa Trust, National Association | 0.01% | Add +0.8% | 29,318 | $3.7M |
| Ieq Capital, LLC | 0.03% | Add +44.1% | 29,027 | $3.7M |
| Neumann Capital Management, LLC | 1.25% | Reduce -5.4% | 28,407 | $3.6M |
| Aspiriant, LLC | 0.12% | No change | 27,787 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +3.0% | 27,466 | $3.5M |
| Greenline Partners, LLC | 0.51% | Reduce -20.2% | 22,010 | $3.5M |
| Flagship Private Wealth, LLC | 1.67% | Reduce -3.1% | 27,526 | $3.5M |
| Western Wealth Management, LLC | 0.23% | Reduce -4.9% | 27,198 | $3.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +192.5% | 26,802 | $3.4M |
| Golden State Wealth Management, LLC | 0.51% | Reduce -3.7% | 26,826 | $3.4M |
| Beam Wealth Advisors, Inc. | 1.15% | Reduce -0.3% | 26,799 | $3.4M |
| D.A. Davidson & Co. | 0.03% | Add +8.8% | 26,685 | $3.4M |
| Capital Investment Advisory Services, LLC | 0.30% | Reduce -0.7% | 26,401 | $3.4M |
| New Wave Wealth Advisors LLC | 1.50% | Reduce -13.3% | 26,390 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +14.4% | 26,345 | $3.3M |
| JMG Financial Group, Ltd. | 0.11% | No change | 26,181 | $3.3M |
| Cornell Pochily Investment Advisors, Inc. | 1.17% | Add +4.2% | 26,099 | $3.3M |
| Financial Counselors Inc. | 0.05% | Add +0.5% | 25,992 | $3.3M |
| Armstrong, Fleming & Moore, Inc | 3.86% | New | 25,126 | $3.2M |
| HB Wealth Management, LLC | 0.03% | Reduce -4.0% | 24,938 | $3.2M |
| Curi Capital, LLC | 0.08% | New | 24,231 | $3.1M |
| CENTRAL TRUST Co | 0.08% | Add +0.1% | 24,148 | $3.1M |
| Colorado Capital Management, Inc. | 1.41% | Reduce -8.2% | 23,870 | $3.0M |
| Omega Financial Group, LLC | 1.15% | Reduce -1.0% | 23,621 | $3.0M |
| Independent Financial Group, LLC | 0.10% | Add +0.5% | 23,092 | $2.9M |
| Caliber Wealth Management, LLC / KS | 0.40% | — | 23,082 | $2.9M |
| William Howard & Co Financial Advisors Inc | 2.69% | No change | 22,566 | $2.9M |
| &partners | 0.03% | Add +12.9% | 22,042 | $2.8M |
| Bailard, Inc. | 0.07% | Reduce -12.3% | 21,996 | $2.8M |
| Caprock Group, LLC | 0.08% | Add +24.6% | 21,768 | $2.8M |
| Stokes Family Office, LLC | 0.30% | Reduce -2.5% | 21,124 | $2.7M |
| Evoke Wealth, LLC | 0.07% | No change | 21,075 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -5.4% | 20,760 | $2.6M |
| Knightsbridge Asset Management, LLC | 0.68% | Reduce -4.4% | 20,524 | $2.6M |
| Rooted Wealth Advisors, Inc. | 1.11% | Add +4.5% | 22,350 | $2.6M |
| Eagle Strategies LLC | 0.43% | Add +4.2% | 19,537 | $2.5M |
| Traveka Wealth, LLC | 1.38% | Add +0.0% | 19,390 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +8.1% | 19,390 | $2.5M |
| Legacy Private Trust Co. | 0.17% | No change | 19,300 | $2.5M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +61483.9% | 19,091 | $2.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 19,077 | $2.4M |
| Matauro, LLC | 0.49% | Add +4.2% | 18,967 | $2.4M |
| Private Trust Co. NA | 0.25% | Reduce -26.6% | 18,843 | $2.4M |
| Planning Directions Inc. | 0.99% | Reduce -16.6% | 18,176 | $2.3M |
| Topel & Distasi Wealth Management, LLC | 1.08% | New | 18,140 | $2.3M |
| Quantinno Capital Management LP | 0.01% | No change | 18,128 | $2.3M |
| MIdWestOne Financial Group, Inc. | 0.33% | Reduce -12.7% | 18,087 | $2.3M |
| TriaGen Wealth Management LLC | 0.77% | Reduce -5.4% | 17,289 | $2.2M |
| Watchman Group, Inc. | 0.61% | Reduce -33.4% | 17,044 | $2.2M |
| PFG Advisors | 0.12% | Add +8.3% | 16,820 | $2.1M |
| Transcend Capital Advisors, LLC | 0.15% | Add +0.5% | 16,579 | $2.1M |
| TD Waterhouse Canada Inc. | 0.02% | Add +6.7% | 16,391 | $2.1M |
| Cahill Financial Advisors Inc. | 0.28% | Reduce -0.2% | 16,407 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | New | 16,405 | $2.1M |
| Jamison Private Wealth Management, Inc. | 0.32% | Reduce -6.2% | 16,390 | $2.1M |
| Arax Advisory Partners | 0.13% | Reduce -48.2% | 15,920 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -77.8% | 15,137 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.4% | 15,714 | $2.0M |
| Ackerman Capital Advisors, LLC | 0.53% | No change | 15,698 | $2.0M |
| Hollencrest Capital Management | 0.09% | Reduce -21.7% | 15,679 | $2.0M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.6% | 15,645 | $2.0M |
| Sterling Investment Counsel, LLC | 0.67% | Add +26.1% | 15,449 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -9.0% | 15,432 | $2.0M |
| Sovereign Financial Group, Inc. | 0.45% | Reduce -0.2% | 15,277 | $1.9M |
| Provenance Wealth Advisors, LLC | 0.27% | Reduce -7.0% | 14,826 | $1.9M |
| Integrated Advisors Network LLC | 0.10% | Reduce -41.3% | 14,798 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Reduce -1.7% | 14,449 | $1.8M |
| Citigroup Inc. | 0.00% | Add +111.1% | 13,854 | $1.8M |
| Farther Finance Advisors, LLC | 0.04% | Add +32.5% | 13,510 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -4.7% | 13,478 | $1.7M |
| Family Firm, Inc. | 0.37% | Add +0.1% | 13,184 | $1.7M |
| Brighton Jones LLC | 0.05% | Add +6.5% | 13,009 | $1.7M |
| Kovack Advisors, Inc. | 0.17% | Reduce -2.0% | 12,615 | $1.6M |
| Gotham Asset Management | 0.01% | Reduce -6.8% | 12,555 | $1.6M |
| Litman Gregory Wealth Management LLC | 0.13% | Reduce -6.4% | 12,352 | $1.6M |
| Clarius Group, LLC | 0.10% | No change | 12,300 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -9.2% | 12,260 | $1.6M |
| Liberty One Investment Management, LLC | 0.16% | Add +8.5% | 12,225 | $1.6M |
| Clearstead Advisors, LLC | 0.02% | No change | 12,174 | $1.5M |
| Twelve Points Wealth Management LLC | 0.42% | Add +18.6% | 12,161 | $1.5M |
| Trek Financial, LLC | 0.11% | Add +47.4% | 12,136 | $1.5M |
| Becker Capital Management Inc. | 0.05% | Reduce -3.8% | 11,879 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -28.0% | 11,364 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -1.2% | 11,681 | $1.5M |
| Innovative Wealth Building LLC | 1.37% | Reduce -0.5% | 11,659 | $1.5M |
| White Lighthouse Investment Management Inc. | 0.26% | Reduce -2.0% | 11,509 | $1.5M |
| Darden Wealth Group Inc | 1.12% | Reduce -1.9% | 11,266 | $1.4M |
| OneAscent Family Office, LLC | 1.31% | New | 11,014 | $1.4M |
| Tudor Investment Corporation | 0.01% | New | 10,953 | $1.4M |
| YHB Investment Advisors, Inc. | 0.11% | Add +1.1% | 10,697 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +5.5% | 10,580 | $1.3M |
| Cim, LLC | 0.20% | Reduce -3.9% | 10,529 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +0.7% | 10,479 | $1.3M |
| GSG Advisors LLC | 0.43% | Add +5.5% | 10,471 | $1.3M |
| Sand Hill Global Advisors, LLC | 0.05% | No change | 10,409 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -3.4% | 10,308 | $1.3M |
| First American Trust, FSB | 0.12% | New | 10,220 | $1.3M |
| Presilium Private Wealth, LLC | 0.29% | Reduce -0.1% | 10,188 | $1.3M |
| Hubbell Strickland Wealth Management, LLC | 0.61% | Add +0.3% | 10,187 | $1.3M |
| Trilogy Capital Inc. | 0.07% | Reduce -7.7% | 10,058 | $1.3M |
| Valley Forge Investment Consultants Inc. Adv | 0.45% | Reduce -3.7% | 9,861 | $1.3M |
| Keystone Financial Group | 0.13% | Reduce -1.2% | 9,802 | $1.2M |
| Commerce Bank | 0.01% | Add +1.4% | 9,774 | $1.2M |
| Heritage Wealth Management, Inc. | 1.06% | No change | 9,735 | $1.2M |
| Uptick Partners, LLC | 0.42% | Reduce -0.8% | 9,711 | $1.2M |
| American State Bank (Iowa) | 0.73% | No change | 9,590 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.5% | 9,556 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +4.6% | 9,548 | $1.2M |
| Robinson Smith Wealth Advisors LLC | 1.01% | No change | 9,542 | $1.2M |
| TCTC Holdings, LLC | 0.04% | Reduce -13.9% | 9,515 | $1.2M |
| Morris Financial Concepts, Inc. | 0.50% | Add +27.3% | 9,375 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -8.8% | 9,178 | $1.2M |
| Nikulski Financial, Inc. | 0.35% | Reduce -1.6% | 9,175 | $1.2M |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -2.3% | 9,082 | $1.2M |
| Talisman Wealth Advisors LLC | 1.14% | Add +2.6% | 8,725 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +40.7% | 8,678 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +4.5% | 8,623 | $1.1M |
| RPG Investment Advisory, LLC | 0.08% | Add +124.5% | 8,586 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +120.9% | 8,566 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -19.7% | 8,522 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -19.7% | 8,522 | $1.1M |
| Sunbelt Securities, Inc. | 0.10% | Add +11.5% | 8,513 | $1.1M |
| Benchmark Financial Wealth Advisors, LLC | 0.41% | Reduce -20.1% | 8,496 | $1.1M |
| VAUGHAN & Co SECURITIES, INC. | 0.67% | No change | 8,453 | $1.1M |
| Moment Partners, LLC | 0.21% | Reduce -1.1% | 8,353 | $1.1M |
| Van Hulzen Asset Management, LLC | 0.10% | Add +19.7% | 8,330 | $1.1M |
| Wealth Management Partners, LLC | 0.49% | Reduce -3.2% | 8,320 | $1.1M |
| Fifth Third Securities, Inc. | 0.09% | Reduce -8.4% | 8,308 | $1.1M |
| Coordinated Financial Services, Inc. | 0.82% | — | 8,301 | $1.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.43% | Add +0.6% | 8,681 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +23.4% | 8,274 | $1.1M |
| Sweeney & Michel, LLC | 0.46% | — | 9,245 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.21% | Add +1.6% | 8,103 | $1.0M |
| Optivise Advisory Services LLC | 0.57% | No change | 7,943 | $1.0M |
| Burns Matteson Capital Management, LLC | 0.54% | Reduce -1.5% | 7,940 | $1.0M |
| Zions Bancorporation, National Association | 0.06% | — | 7,806 | $992K |
| Venture Visionary Partners LLC | 0.04% | Reduce -2.7% | 7,769 | $987K |
| Wealth Quarterback LLC | 0.55% | Reduce -88.7% | 7,755 | $985K |
| Moneco Advisors, LLC | 0.10% | Reduce -15.8% | 7,571 | $962K |
| Grey Fox Wealth Advisors, LLC | 0.26% | Reduce -0.1% | 7,563 | $961K |
| Magnolia Capital Advisors LLC | 0.26% | Reduce -6.4% | 7,526 | $956K |
| Diversified Enterprises, LLC | 0.08% | Add +0.0% | 7,463 | $948K |
| Axis Wealth Partners, LLC | 0.68% | Reduce -2.9% | 7,271 | $924K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.4% | 7,253 | $922K |
| Investors Research Corp | 0.20% | Add +8.9% | 7,214 | $917K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 7,100 | $902K |
| Denver PWM, LLC | 0.32% | Reduce -5.6% | 7,064 | $898K |
| Ullmann Wealth Partners Group, LLC | 0.12% | Reduce -35.8% | 7,026 | $893K |
| Johnson Financial Group, Inc. | 0.04% | Add +11.1% | 7,013 | $891K |
| Eldridge Investment Advisors, Inc. | 0.20% | Add +0.0% | 6,991 | $888K |
| Graney & King, LLC | 0.66% | Add +0.0% | 6,985 | $888K |
| Verus Capital Partners, LLC | 0.09% | Add +19.6% | 6,972 | $886K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 6,950 | $883K |
| Choreo, LLC | 0.01% | Add +31.7% | 6,932 | $881K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +14.4% | 6,864 | $872K |
| Oak Ridge Investments LLC | 0.07% | Add +2.0% | 6,790 | $863K |
| Bearing Point Capital, LLC | 0.18% | No change | 6,700 | $851K |
| Crestwood Advisors Group, LLC | 0.02% | Add +3.4% | 6,668 | $847K |
| Riverbridge Partners LLC | 0.01% | Reduce -75.8% | 6,640 | $844K |
| Wealthspire Advisors, LLC | 0.01% | Add +19.9% | 6,639 | $844K |
| Weil Company, Inc. | 0.25% | Reduce -3.0% | 6,636 | $843K |
| Mitchell Capital Management Co. | 0.16% | Reduce -15.3% | 6,594 | $838K |
| One Day In July LLC | 0.08% | Add +10.2% | 6,592 | $838K |
| Franklin Resources Inc. | 0.00% | No change | 6,554 | $833K |
| Texas Capital Bank Wealth Management Services Inc | 0.08% | No change | 6,507 | $827K |
| Inscription Capital, LLC | 0.14% | — | 7,000 | $820K |
| XML Financial, LLC | 0.08% | Add +0.7% | 6,455 | $820K |
| Symphony Financial, Ltd. Co. | 0.48% | Reduce -23.2% | 6,859 | $816K |
| MAI Capital Management | 0.01% | Reduce -0.6% | 6,399 | $813K |
| NewEdge Wealth, LLC | 0.01% | Add +8.6% | 6,349 | $807K |
| PFG Investments, LLC | 0.05% | Reduce -9.3% | 6,343 | $806K |
| Ulland Investment Advisors, LLC | 0.70% | Reduce -6.1% | 6,326 | $804K |
| Townsquare Capital LLC | 0.01% | Add +1.7% | 6,309 | $802K |
| Droms Strauss Advisors Inc. /Mo/ | 0.27% | Add +0.1% | 6,294 | $800K |
| TL Private Wealth | 0.39% | Add +0.2% | 6,999 | $796K |
| Biondo Investment Advisors, LLC | 0.11% | Reduce -6.7% | 6,237 | $793K |
| Schmidt P J Investment Management Inc. | 0.14% | No change | 6,000 | $762K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -22.3% | 5,934 | $754K |
| St. Clair Advisors, LLC | 0.21% | Add +24.5% | 5,922 | $753K |
| Empirical Asset Management, LLC | 0.26% | Reduce -98.0% | 5,902 | $750K |
| One Charles Private Wealth Services, LLC | 0.24% | No change | 5,885 | $748K |
| Calton & Associates, Inc. | 0.17% | New | 5,840 | $742K |
| Leavell Investment Management, Inc. | 0.04% | No change | 5,798 | $737K |
| Visionary Wealth Advisors | 0.04% | Reduce -4.4% | 5,787 | $735K |
| Betterment LLC | 0.00% | Add +4.7% | 5,773 | $734K |
| Allen Capital Group, LLC | 0.08% | Add +3.9% | 5,749 | $731K |
| Insight Wealth Strategies, LLC | 0.10% | Add +0.1% | 5,731 | $728K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.8% | 5,713 | $726K |
| Asset Management Group, Inc. | 0.13% | Reduce -4.4% | 5,693 | $723K |
| Victory Financial Group, LLC | 0.14% | Add +1.4% | 5,737 | $719K |
| Bedel Financial Consulting, Inc. | 0.10% | No change | 5,379 | $709K |
| Waterloo Capital, L.P. | 0.07% | Reduce -15.6% | 5,574 | $708K |
| Consilio Wealth Advisors, LLC | 0.29% | Add +0.1% | 5,553 | $706K |
| FC Advisory LLC | 0.24% | Add +0.1% | 5,520 | $701K |
| GWN Securities Inc. | 0.04% | Add +266.1% | 5,451 | $693K |
| MidAtlantic Capital Management, Inc. | 0.54% | No change | 5,394 | $685K |
| Wealthquest Corp | 0.06% | Reduce -10.8% | 5,388 | $685K |
| Colonial Trust Co / SC | 0.11% | No change | 5,346 | $679K |
| GM Advisory Group, LLC | 0.04% | No change | 5,331 | $677K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -1.9% | 5,322 | $676K |
| Smartleaf Asset Management LLC | 0.07% | Reduce -8.6% | 5,321 | $676K |
| Whalerock Point Partners, LLC | 0.17% | No change | 5,309 | $675K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -1.7% | 5,274 | $670K |
| Brueske Advisory Services, LLC | 0.63% | Add +94.4% | 5,223 | $664K |
| Summit Wealth Partners, LLC | 0.13% | Add +62.7% | 5,209 | $662K |
| Kaizen Financial Strategies | 0.38% | Reduce -6.9% | 5,180 | $658K |
| Hoxton Planning & Management, LLC | 0.25% | Add +6.5% | 5,149 | $654K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -2.2% | 5,106 | $649K |
| Foundations Investment Advisors, LLC | 0.01% | Add +9.9% | 5,074 | $645K |
| Sage Financial Management Group, Inc. | 0.23% | Reduce -3.1% | 5,065 | $644K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -0.2% | 5,052 | $642K |
| PMG Wealth Management, Inc. | 0.68% | No change | 5,023 | $638K |
| SOL Capital Management CO | 0.07% | Add +5.8% | 4,985 | $633K |
| Forte Asset Management LLC | 0.32% | No change | 4,949 | $629K |
| Wescott Financial Advisory Group, LLC | 0.06% | Add +0.1% | 4,897 | $622K |
| Millington Financial Advisors, LLC | 0.38% | Reduce -0.3% | 5,012 | $621K |
| Peak Planning Group, LLC | 0.26% | Reduce -10.5% | 4,869 | $619K |
| Carolinas Wealth Consulting LLC | 0.13% | Reduce -12.3% | 4,846 | $616K |
| Whittier Trust Co. | 0.01% | No change | 4,802 | $610K |
| Legacy Financial Advisors, Inc. | 0.10% | No change | 4,800 | $610K |
| Mutual Advisors, LLC | 0.02% | New | 4,712 | $608K |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -7.5% | 4,757 | $605K |
| Parkworth Wealth Management, Inc. | 0.48% | Add +0.1% | 4,742 | $603K |
| Avior Wealth Management, LLC | 0.02% | Add +4.3% | 4,728 | $601K |
| Sterling Capital Management LLC | 0.01% | Reduce -1.0% | 4,682 | $595K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 4,679 | $595K |
| Octavia Wealth Advisors, LLC | 0.07% | Add +0.1% | 4,679 | $595K |
| Bennett Selby Investments LP | 0.23% | Reduce -6.4% | 4,678 | $594K |
| Allianz Asset Management GmbH | 0.00% | Reduce -94.0% | 4,660 | $592K |
| Madison Asset Management, LLC | 0.01% | Add +81.4% | 4,657 | $592K |
| Seascape Capital Management | 0.21% | Add +14.8% | 4,646 | $590K |
| Geneos Wealth Management Inc. | 0.02% | Add +15.8% | 4,621 | $587K |
| Godshalk Welsh Capital Management, Inc. | 0.38% | No change | 4,615 | $586K |
| ORG Partners LLC | 0.15% | Add +1.9% | 4,587 | $585K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.13% | Reduce -6.2% | 4,685 | $585K |
| Melone Private Wealth, LLC | 0.30% | Reduce -1.7% | 4,547 | $578K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -8.2% | 4,525 | $575K |
| Sapient Capital LLC | 0.01% | Add +2.5% | 4,513 | $574K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -0.9% | 4,505 | $573K |
| Empower Advisory Group, LLC | 0.00% | Add +3.2% | 4,505 | $572K |
| High Falls Advisors, Inc | 0.13% | No change | 4,463 | $567K |
| Meridian Financial Advisors, LLC | 0.40% | Add +21.2% | 4,446 | $565K |
| Tritonpoint Wealth, LLC | 0.05% | No change | 4,366 | $555K |
| Worth Financial Advisory Group, LLC | 0.35% | No change | 4,365 | $555K |
| Weaver Consulting Group | 0.17% | No change | 4,363 | $554K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.0% | 4,345 | $552K |
| GDS Wealth Management | 0.05% | Reduce -17.5% | 4,342 | $552K |
| Ascentis Wealth Management, LLC | 0.17% | Reduce -4.6% | 4,245 | $544K |
| Annex Advisory Services, LLC | 0.02% | Reduce -10.0% | 4,275 | $543K |
| Investor's Fiduciary Advisor Network, LLC | 0.26% | Reduce -5.7% | 4,269 | $542K |
| Graypoint LLC | 0.03% | Reduce -0.1% | 4,226 | $537K |
| FourThought Financial Partners, LLC | 0.06% | Reduce -0.8% | 4,220 | $536K |
| Calamos Wealth Management LLC | 0.03% | No change | 4,171 | $530K |
| Anchor Investment Management, LLC | 0.05% | No change | 4,134 | $525K |
| Collective Family Office LLC | 0.14% | Reduce -17.9% | 4,111 | $522K |
| Three Bridge Wealth Advisors, LLC | 0.18% | Add +0.0% | 4,086 | $519K |
| Synergy Investment Management, LLC | 0.22% | Reduce -39.5% | 4,068 | $517K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.7% | 4,527 | $515K |
| Retirement Income Solutions, Inc. | 0.11% | Reduce -0.3% | 4,000 | $508K |
| Meridian Wealth Advisors, LLC | 0.09% | Reduce -0.6% | 4,000 | $508K |
| AlTi Global, Inc. | 0.01% | No change | 3,971 | $505K |
| Ancora Advisors LLC | 0.01% | Reduce -11.9% | 3,955 | $503K |
| Heritage Financial Services, LLC | 0.05% | No change | 3,953 | $502K |
| Greenwood Gearhart LLC | 0.03% | Reduce -1.2% | 3,921 | $498K |
| Catalyst Private Wealth, LLC | 0.24% | Add +136.1% | 3,910 | $497K |
| DGS Capital Management, LLC | 0.13% | Reduce -4.8% | 3,887 | $494K |
| Fourth Dimension Wealth, LLC | 0.24% | Add +1.5% | 3,877 | $493K |
| Pathstone Holdings, LLC | 0.00% | Reduce -11.8% | 3,876 | $493K |
| HRT Financial LP | 0.00% | New | 3,829 | $486K |
| Neuberger Berman Group LLC | 0.00% | Add +149.1% | 3,821 | $486K |
| RTD Financial Advisors, Inc. | 0.06% | Reduce -0.2% | 3,778 | $480K |
| Financial Partners Group, Inc | 0.07% | Add +27.9% | 3,750 | $477K |
| Fielder Capital Group LLC | 0.14% | No change | 3,746 | $476K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +4.6% | 3,739 | $475K |
| Patten & Patten Inc. | 0.03% | No change | 3,614 | $459K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 3,611 | $459K |
| Mission Wealth Management, LP | 0.01% | New | 3,598 | $457K |
| McIlrath & Eck, LLC | 0.06% | New | 3,585 | $456K |
| Valeo Financial Advisors, LLC | 0.01% | Add +4.8% | 3,581 | $455K |
| OneAscent Financial Services LLC | 0.03% | Add +106.4% | 3,552 | $452K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -17.2% | 3,526 | $448K |
| First City Capital Management, Inc. | 0.26% | Add +0.0% | 3,439 | $437K |
| Twin Peaks Wealth Advisors, LLC | 0.20% | Reduce -16.3% | 3,463 | $432K |
| St Germain D J Co. Inc. | 0.02% | Reduce -8.0% | 3,387 | $430K |
| Bright Futures Wealth Management, LLC. | 0.48% | Add +0.0% | 3,646 | $430K |
| Norden Group LLC | 0.05% | No change | 3,360 | $427K |
| United Advisor Group, LLC | 0.09% | Add +37.0% | 3,346 | $425K |
| Adapt Wealth Advisors, LLC | 0.21% | No change | 3,328 | $423K |
| Monument Capital Management | 0.13% | No change | 3,310 | $421K |
| Fifth Third Bancorp | 0.00% | Add +5.8% | 3,300 | $419K |
| Advisors Capital Management, LLC | 0.01% | Reduce -9.6% | 3,258 | $414K |
| Harbour Investments, Inc. | 0.01% | Add +2.1% | 3,254 | $413K |
| Peterson Wealth Advisors, LLC | 0.08% | Add +5.5% | 3,580 | $413K |
| Altfest L J & Co. Inc. | 0.05% | No change | 3,243 | $412K |
| M1 Capital Management LLC | 0.25% | No change | 3,208 | $408K |
| Boyd Wealth Management, LLC | 0.20% | Add +31.2% | 3,198 | $406K |
| Magnus Financial Group LLC | 0.04% | No change | 3,180 | $404K |
| Oarsman Capital, Inc. | 0.07% | Add +8.8% | 3,176 | $404K |
| Potentia Wealth | 0.19% | No change | 3,137 | $399K |
| Armbruster Capital Management, Inc. | 0.08% | No change | 3,125 | $397K |
| StoneX Group Inc. | 0.02% | Reduce -10.5% | 3,005 | $382K |
| DAVENPORT & Co LLC | 0.00% | Add +1.0% | 3,001 | $381K |
| Hoey Investments, Inc. | 0.08% | New | 3,000 | $381K |
| Vanguard Group Inc. | 0.00% | Add +15.6% | 2,982 | $379K |
| Puff Wealth Management, LLC | 0.67% | Add +0.1% | 2,972 | $378K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -1.6% | 2,969 | $377K |
| Headinvest, LLC | 0.07% | No change | 2,950 | $375K |
| Pallas Capital Advisors LLC | 0.02% | No change | 2,923 | $371K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 2,907 | $369K |
| Frederick Financial Consultants, LLC | 0.27% | Add +1.1% | 2,896 | $368K |
| GC Wealth Management RIA, LLC | 0.07% | No change | 2,867 | $364K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 2,840 | $361K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -34.3% | 2,838 | $361K |
| Assetmark, Inc. | 0.00% | Reduce -90.1% | 2,838 | $361K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.9% | 2,838 | $361K |
| Apollon Wealth Management, LLC | 0.01% | New | 2,830 | $360K |
| Aft, Forsyth & Company, Inc. | 0.19% | Reduce -2.3% | 2,807 | $357K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -16.9% | 2,803 | $356K |
| Flow Traders U.S. LLC | 0.01% | Reduce -65.8% | 2,768 | $352K |
| Avantax Planning Partners, Inc. | 0.01% | New | 2,759 | $351K |
| Stephens Consulting, LLC | 0.09% | No change | 2,754 | $350K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.1% | 2,711 | $344K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -21.9% | 2,706 | $344K |
| Sax Wealth Advisors, LLC | 0.02% | New | 2,688 | $342K |
| Westmount Partners, LLC | 0.10% | Add +0.1% | 2,686 | $341K |
| WealthCare Investment Partners, LLC | 0.14% | Reduce -1.5% | 2,873 | $339K |
| Ellevest, Inc. | 0.02% | No change | 2,654 | $337K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -19.0% | 2,638 | $335K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -1.9% | 2,632 | $334K |
| Brown Advisory Inc. | 0.00% | Add +8.5% | 2,618 | $333K |
| FF Advisors,LLC | 0.19% | New | 2,510 | $332K |
| Inspire Advisors, LLC | 0.04% | Reduce -14.2% | 2,604 | $331K |
| Apollon Financial, LLC | 0.08% | New | 2,574 | $327K |
| Northside Capital Management, LLC | 0.05% | No change | 2,570 | $327K |
| Garrett Wealth Advisory Group, LLC | 0.07% | Reduce -34.3% | 2,562 | $326K |
| GenWealth Group, Inc. | 0.07% | Reduce -1.9% | 2,552 | $324K |
| West Branch Capital LLC | 0.11% | Add +0.1% | 2,509 | $319K |
| Claro Advisors Inc. | 0.04% | Reduce -6.5% | 2,507 | $319K |
| Brown Brothers Harriman & Co. | 0.00% | Add +7.4% | 2,503 | $318K |
| Revolve Wealth Partners, LLC | 0.05% | Add +2.3% | 2,494 | $317K |
| SFG Wealth Management, LLC. | 0.15% | Reduce -2.9% | 2,483 | $316K |
| Fiduciary Financial Group, LLC | 0.07% | New | 2,580 | $314K |
| Lee Danner & Bass Inc. | 0.03% | No change | 2,460 | $313K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -19.5% | 2,448 | $311K |
| First Trust Advisors LP | 0.00% | Add +0.1% | 2,432 | $309K |
| Maridea Wealth Management LLC | 0.10% | Add +0.1% | 2,407 | $306K |
| Adero Partners, LLC | 0.02% | Add +0.3% | 2,401 | $305K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 2,400 | $305K |
| Key Financial Inc | 0.07% | Add +18.0% | 2,397 | $305K |
| KFA Private Wealth Group, LLC | 0.11% | Add +0.0% | 2,377 | $302K |
| Convergence Financial, LLC | 0.06% | Add +1.2% | 2,339 | $297K |
| Atlantic Union Bankshares Corp | 0.02% | No change | 2,321 | $295K |
| Trust Co. of Vermont | 0.01% | Add +3362.7% | 2,320 | $295K |
| Watts Gwilliam & Co., LLC | 0.06% | No change | 2,316 | $294K |
| Beacon Harbor Wealth Advisors, Inc. | 0.07% | No change | 2,314 | $294K |
| Procyon Advisors, LLC | 0.02% | New | 2,296 | $292K |
| Opinicus Capital, Inc. | 0.26% | Reduce -8.9% | 2,278 | $290K |
| First National Bank of Hutchinson | 0.19% | Reduce -6.9% | 2,277 | $289K |
| Integrity Alliance, Llc. | 0.01% | New | 2,224 | $283K |
| Elevatus Welath Management | 0.16% | Reduce -8.0% | 2,216 | $282K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +29.4% | 2,205 | $280K |
| Joel Isaacson & Co., LLC | 0.01% | Add +9.1% | 2,199 | $279K |
| Centurion Wealth Management LLC | 0.09% | No change | 1,983 | $276K |
| CW Advisors, LLC | 0.00% | New | 2,131 | $273K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -67.5% | 2,073 | $269K |
| Colonial River Investments, LLC | 0.15% | Add +10.6% | 2,107 | $268K |
| Axxcess Wealth Management, LLC | 0.01% | Add +10.6% | 2,107 | $268K |
| Element Pointe Advisors, LLC | 0.06% | No change | 2,099 | $267K |
| Strategic Financial Concepts, LLC | 0.05% | Reduce -10.1% | 2,092 | $266K |
| Signaturefd, LLC | 0.01% | Reduce -1.9% | 2,081 | $264K |
| Financial Management Network Inc. | 0.06% | No change | 2,286 | $264K |
| Bernardo Wealth Planning LLC | 0.06% | Add +0.7% | 2,059 | $262K |
| Financial Perspectives, Inc | 0.09% | Reduce -1.1% | 2,060 | $262K |
| Albion Financial Group | 0.02% | Reduce -0.4% | 2,046 | $260K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -2.7% | 2,037 | $259K |
| Keybank National Association | 0.00% | Add +2.9% | 2,036 | $259K |
| Indiana Trust & Investment Management Co | 0.09% | No change | 2,033 | $258K |
| Summit Investment Advisors, Inc. | 0.23% | Add +0.1% | 1,955 | $258K |
| KWB Wealth | 0.03% | Reduce -5.3% | 1,849 | $258K |
| Goldstein Advisors, LLC | 0.04% | Reduce -6.1% | 2,015 | $256K |
| Summit Global Investments | 0.02% | No change | 2,017 | $256K |
| Crux Wealth Advisors | 0.13% | Add +0.1% | 2,010 | $255K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 2,000 | $254K |
| Centricity Wealth Management, LLC | 0.23% | Add +10.0% | 1,988 | $253K |
| USAdvisors Wealth Management, LLC | 0.09% | New | 1,979 | $251K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | No change | 1,961 | $249K |
| International Assets Investment Management, LLC | 0.02% | New | 1,948 | $248K |
| Leisure Capital Management | 0.10% | No change | 1,924 | $245K |
| Members Wealth LLC | 0.18% | Reduce -13.3% | 1,915 | $243K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 1,897 | $241K |
| InTrack Investment Management Inc | 0.22% | Reduce -5.0% | 1,896 | $241K |
| IFP Advisors, Inc | 0.01% | Reduce -2.6% | 1,896 | $241K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -4.5% | 1,866 | $237K |
| Oak Asset Management, LLC | 0.09% | Add +1.2% | 1,856 | $236K |
| Johnson Investment Counsel Inc. | 0.00% | New | 1,848 | $235K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,844 | $234K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,822 | $231K |
| Arkadios Wealth Advisors | 0.01% | Add +0.2% | 1,815 | $231K |
| Wesbanco Bank Inc. | 0.01% | Reduce -30.2% | 1,814 | $231K |
| Philip James Wealth Mangement, LLC | 0.03% | Reduce -31.6% | 1,811 | $230K |
| Awm Capital, LLC | 0.03% | No change | 1,803 | $229K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,800 | $229K |
| Heritage Family Offices, LLP | 0.12% | No change | 1,785 | $227K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.1% | 1,784 | $227K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,751 | $223K |
| JFS Wealth Advisors, LLC | 0.01% | New | 1,744 | $222K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,743 | $222K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,734 | $220K |
| Fisher Asset Management | 0.00% | Reduce -52.8% | 1,732 | $220K |
| Wealth Alliance, LLC | 0.03% | Reduce -2.8% | 1,731 | $220K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -29.1% | 1,728 | $220K |
| Synovus Financial Corp. | 0.00% | Reduce -14.2% | 1,726 | $219K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.1% | 1,718 | $218K |
| Signal Advisors Wealth, LLC | 0.02% | New | 1,708 | $217K |
| Augustine Asset Management Inc. | 0.06% | Reduce -2.0% | 1,696 | $216K |
| Flagstar Securities, Inc. | 0.06% | Add +0.1% | 1,695 | $215K |
| Stonebrook Private Inc. | 0.06% | No change | 1,687 | $214K |
| AlphaCore Capital LLC | 0.02% | New | 1,681 | $214K |
| Bank Ozk | 0.09% | Add +4.4% | 1,679 | $213K |
| O'Brien Greene & Co. Inc | 0.07% | Reduce -22.6% | 1,665 | $212K |
| Unified Investment Management | 0.25% | No change | 1,640 | $208K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.1% | 1,627 | $208K |
| Round Rock Advisors LLC | 0.04% | No change | 1,639 | $208K |
| FLP Wealth Management, LLC | 0.66% | Add +27.6% | 1,637 | $208K |
| Courier Capital LLC | 0.01% | Add +13.0% | 1,636 | $208K |
| Continuum Advisory, LLC | 0.03% | No change | 1,624 | $206K |
| MainStreet Investment Advisors LLC | 0.03% | New | 1,600 | $203K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,600 | $203K |
| Renaissance Technologies | 0.00% | Reduce -93.7% | 1,600 | $203K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 1,593 | $202K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.1% | 1,590 | $202K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,588 | $202K |
| Old National Bancorp | 0.01% | Add +1.7% | 1,583 | $201K |
| Sage Mountain Advisors LLC | 0.01% | Add +4.5% | 1,562 | $198K |
| Abound Financial, LLC | 0.10% | Reduce -4.8% | 1,559 | $198K |
| Centerpoint Advisors, LLC | 0.07% | No change | 1,533 | $195K |
| Barrett & Company, Inc. | 0.08% | Add +1.7% | 1,531 | $195K |
| DT Investment Partners, LLC | 0.02% | No change | 1,528 | $194K |
| Keystone Financial Group, Inc. | 0.13% | Add +0.1% | 1,426 | $188K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,438 | $183K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.0% | 1,431 | $182K |
| Ballast Advisors LLC | 0.06% | No change | 1,394 | $177K |
| Centaurus Financial, Inc. | 0.01% | Add +9.3% | 1,331 | $169K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 1,327 | $169K |
| Capital Analysts, LLC | 0.01% | No change | 1,279 | $163K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,262 | $160K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -2.5% | 1,261 | $160K |
| Finley Financial, LLC | 0.09% | No change | 1,180 | $153K |
| Sachetta, LLC | 0.05% | Reduce -0.9% | 1,041 | $132K |
| Financial Network Wealth Advisors LLC | 0.17% | No change | 1,014 | $129K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -15.5% | 1,001 | $127K |
| Collier Financial | 0.11% | Add +14.8% | 978 | $124K |
| Larson Financial Group LLC | 0.01% | Add +11.1% | 949 | $121K |
| Park Place Capital Corp | 0.03% | Add +0.1% | 935 | $119K |
| Addison Advisors LLC | 0.03% | No change | 930 | $118K |
| CoreCap Advisors, LLC | 0.00% | Add +40.6% | 876 | $111K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | No change | 844 | $107K |
| Tsfg, LLC | 0.02% | Add +0.1% | 832 | $106K |
| SouthState Bank Corp | 0.00% | Reduce -1.3% | 772 | $98K |
| HHM Wealth Advisors, LLC | 0.01% | Add +371.6% | 731 | $93K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -13.7% | 706 | $90K |
| 1 North Wealth Services LLC | 0.04% | Reduce -60.5% | 650 | $83K |
| Bank of New Hampshire | 0.02% | No change | 650 | $83K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 587 | $82K |
| NFSG Corp | 0.02% | No change | 637 | $81K |
| Stonebridge Financial Group, LLC | 0.01% | Add +107.6% | 629 | $80K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 603 | $77K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 598 | $76K |
| Sound Income Strategies, LLC | 0.00% | Add +59.4% | 566 | $72K |
| NorthRock Partners, LLC | 0.00% | Add +107.1% | 551 | $70K |
| Arlington Trust Co LLC | 0.01% | No change | 546 | $69K |
| Roxbury Financial LLC | 0.07% | Add +0.2% | 492 | $68K |
| Bokf, NA | 0.00% | No change | 535 | $68K |
| MTM Investment Management, LLC | 0.03% | No change | 530 | $68K |
| Founders Financial Alliance, LLC | 0.02% | No change | 527 | $67K |
| Lanark Financial, Inc. | 0.01% | — | 523 | $66K |
| Fairscale Capital, LLC | 0.06% | No change | 519 | $66K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 471 | $60K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 457 | $58K |
| Cornerstone Planning Group LLC | 0.01% | No change | 463 | $57K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Reduce -25.0% | 451 | $57K |
| National Bank of Canada | 0.00% | Add +50.0% | 450 | $57K |
| Signature Resources Capital Management, LLC | 0.05% | Reduce -6.8% | 450 | $57K |
| Glen Eagle Advisors, LLC | 0.01% | Add +27.4% | 447 | $57K |
| Pacific Center for Financial Services | 0.01% | No change | 442 | $56K |
| Robinswood Financial LLC | 0.02% | Reduce -1.8% | 434 | $55K |
| Matrix Private Capital Group LLC | 0.03% | No change | 400 | $51K |
| Activest Wealth Management | 0.01% | No change | 396 | $50K |
| Winch Advisory Services, LLC | 0.01% | No change | 384 | $49K |
| Pacifica Partners Inc. | 0.02% | No change | 395 | $48K |
| Flaharty Asset Management, LLC | 0.01% | New | 371 | $47K |
| Brooklyn Investment Group | 0.01% | No change | 364 | $46K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.0% | 355 | $45K |
| Hoese & Co LLP | 0.04% | No change | 333 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 322 | $41K |
| Parkside Financial Bank & Trust | 0.01% | New | 320 | $41K |
| Asset Dedication, LLC | 0.00% | No change | 315 | $40K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 310 | $39K |
| Nemes Rush Group LLC | 0.01% | No change | 310 | $39K |
| Capital A Wealth Management, LLC | 0.04% | Add +705.3% | 306 | $39K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | New | 290 | $37K |
| LRI Investments, LLC | 0.00% | No change | 289 | $37K |
| GAMMA Investing LLC | 0.00% | No change | 289 | $37K |
| PSI Advisors, LLC | 0.01% | Reduce -66.5% | 287 | $36K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 284 | $36K |
| Wood Tarver Financial Group, LLC | 0.01% | Add +4.9% | 278 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +67.9% | 277 | $35K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 268 | $34K |
| Mather Group, Llc. | 0.00% | No change | 265 | $34K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 263 | $33K |
| AdvisorNet Financial, Inc | 0.00% | No change | 250 | $32K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 250 | $32K |
| Breakwater Investment Management | 0.01% | No change | 245 | $31K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 244 | $31K |
| Quadrant Capital Group LLC | 0.00% | No change | 228 | $29K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 211 | $27K |
| Noble Wealth Management PBC | 0.02% | Reduce -13.6% | 210 | $27K |
| Abound Wealth Management | 0.01% | Reduce -36.4% | 199 | $25K |
| Tucker Asset Management LLC | 0.01% | No change | 193 | $25K |
| von Borstel & Associates, Inc. | 0.01% | New | 195 | $24K |
| Mechanics Financial Corp | 0.01% | No change | 179 | $23K |
| Atala Financial Inc | 0.02% | No change | 178 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 178 | $23K |
| Archer Investment Corp | 0.01% | No change | 176 | $22K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 174 | $22K |
| IAG Wealth Partners, LLC | 0.00% | No change | 169 | $21K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 167 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 165 | $21K |
| Realta Investment Advisors | 0.01% | Add +627.3% | 160 | $20K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -53.1% | 150 | $19K |
| Sittner & Nelson, LLC | 0.01% | No change | 148 | $19K |
| TD Capital Management LLC | 0.00% | Add +0.7% | 144 | $18K |
| Angeles Wealth Management, LLC | 0.00% | No change | 141 | $18K |
| AllSquare Wealth Management LLC | 0.01% | No change | 139 | $18K |
| N.E.W. Advisory Services LLC | 0.00% | New | 134 | $17K |
| Family Manage LLC | 0.00% | No change | 131 | $17K |
| Creative Financial Designs Inc. | 0.00% | No change | 131 | $17K |
| Ameriflex Group, Inc. | 0.01% | Reduce -49.8% | 125 | $16K |
| Millstone Evans Group, LLC | 0.01% | No change | 117 | $15K |
| Clean Yield Group | 0.00% | Reduce -29.9% | 117 | $15K |
| Crews Bank & Trust | 0.00% | Add +123.5% | 114 | $14K |
| WFA Asset Management Corp | 0.01% | New | 120 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 107 | $14K |
| Sherman Asset Management, Inc. | 0.01% | New | 106 | $13K |
| Peachtree Investment Partners, LLC | 0.01% | Add +606.7% | 106 | $13K |
| Front Row Advisors LLC | 0.01% | Reduce -25.2% | 104 | $13K |
| Citizens National Bank Trust Department | 0.00% | New | 103 | $13K |
| Arcadia Investment Management Corp. | 0.00% | No change | 100 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 89 | $11K |
| Whipplewood Advisors, LLC | 0.01% | New | 51 | $9K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 72 | $9K |
| TFC Financial Management, Inc. | 0.00% | No change | 71 | $9K |
| Simplex Trading, LLC | 0.00% | New | 74 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 67 | $9K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 62 | $8K |
| City Holding Co. | 0.00% | New | 60 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $7K |
| Tidemark, LLC | 0.00% | Reduce -76.8% | 53 | $7K |
| Kiker Wealth Management, LLC | 0.00% | New | 51 | $6K |
| Hexagon Capital Partners LLC | 0.00% | No change | 49 | $6K |
| Bessemer Group Inc. | 0.00% | New | 44 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 42 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $6K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 39 | $5K |
| West Paces Advisors Inc. | 0.00% | No change | 42 | $5K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -98.2% | 40 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 36 | $5K |
| City State Bank | 0.00% | No change | 30 | $4K |
| Integrity Financial Corp | 0.00% | No change | 28 | $4K |
| Rossby Financial, LCC | 0.00% | New | 26 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 24 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 22 | $3K |
| Glassman Wealth Services | 0.00% | No change | 20 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $3K |
| Safe Harbor Fiduciary, LLC | 0.00% | New | 19 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | — | 18 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 17 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 16 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 16 | $2K |
| Copia Wealth Management | 0.00% | New | 8 | $1K |
| Transce3nd, LLC | 0.00% | Reduce -95.9% | 8 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 7 | $890 |
| Delta Asset Management LLC | 0.00% | No change | 5 | $657 |
| Logan Capital Management Inc. | 0.00% | No change | 4 | $509 |
| 3Chopt Investment Partners, LLC | 0.00% | New | 2 | $254 |
"% 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.