iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q2 2025 (June 30)795holders +44
90new positions
49sold out
3famous investors
$150.40avg. 13F price*
At the end of Q2 2025, 795 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 44 from Q1 2025. 90 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($6.5B), Morgan Stanley ($2.1B) and LPL Financial LLC ($2.1B). 3 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core S&P U.S. Growth
- CUSIP
- 464287671
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $157.4M |
| Exits | 49 | $81.6M |
All 13F filers, Q1 2025 → Q2 2025: 5,166,226 shares bought and 2,434,080 shares sold, net +2,732,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 795 holders
| Bank of America Corp. | 0.53% | Add +0.8% | 43,464,067 | $6.5B |
| Morgan Stanley | 0.14% | Add +3.4% | 14,046,309 | $2.1B |
| LPL Financial LLC | 0.69% | Add +4.3% | 13,644,205 | $2.1B |
| Jones Financial Companies LLLP | 0.70% | Add +1.2% | 6,165,916 | $922.4M |
| Envestnet Asset Management Inc. | 0.09% | Add +1.6% | 2,049,968 | $308.3M |
| Blue Trust, Inc. | 3.50% | Add +4.8% | 1,975,369 | $297.1M |
| Merit Financial Group, LLC | 2.58% | Add +37.4% | 1,539,575 | $231.6M |
| JPMorgan Chase & Co. | 0.02% | Reduce -0.6% | 1,509,761 | $227.1M |
| Raymond James Financial Inc. | 0.07% | Add +5.9% | 1,315,986 | $197.9M |
| UBS Group AG | 0.04% | Reduce -0.6% | 1,262,661 | $189.9M |
| Commonwealth Equity Services, LLC | 0.24% | Reduce -16.1% | 1,189,933 | $179.0M |
| Wells Fargo & Company | 0.04% | Add +0.7% | 1,113,261 | $167.4M |
| Royal Bank of Canada | 0.03% | Add +9.2% | 1,033,479 | $155.4M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.2% | 785,030 | $118.1M |
| Kestra Investment Management, LLC | 3.38% | Reduce -14.7% | 741,665 | $111.5M |
| Facet Wealth, Inc. | 2.50% | Add +5.5% | 707,698 | $110.1M |
| FMR LLC | 0.01% | Reduce -3.3% | 708,298 | $106.8M |
| Natixis Advisors, LLC | 0.16% | Add +0.6% | 687,744 | $103.4M |
| Benjamin Edwards Inc. | 1.25% | Add +4.2% | 655,396 | $98.6M |
| HighTower Advisors, LLC | 0.11% | Add +2.3% | 566,920 | $85.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.4% | 497,380 | $74.8M |
| Citizens Financial Group Inc. | 1.17% | Reduce -20.9% | 483,873 | $72.8M |
| Allworth Financial LP | 0.33% | Reduce -1.1% | 461,503 | $69.4M |
| CX Institutional | 2.42% | Add +13.1% | 460,475 | $69.3M |
| Ameriprise Financial Inc. | 0.02% | Add +5.3% | 459,398 | $68.9M |
| Osaic Holdings, Inc. | 0.12% | Reduce -13.0% | 443,179 | $66.7M |
| Cetera Investment Advisers | 0.11% | Add +8.6% | 415,652 | $62.5M |
| FIL Ltd | 0.05% | New | 411,058 | $62.0M |
| Madison Wealth Partners, Inc | 13.40% | Add +4.6% | 408,133 | $61.4M |
| Modera Wealth Management, LLC | 0.71% | Add +60.8% | 379,455 | $57.1M |
| Two Sigma Investments, LP | 0.11% | Add +1107.6% | 376,700 | $56.7M |
| Legacy Financial Group LLC | 7.57% | Reduce -21.8% | 360,731 | $54.3M |
| Cardinal Strategic Wealth Guidance | 14.51% | Reduce -6.3% | 334,365 | $50.3M |
| Howe & Rusling Inc. | 3.55% | Add +20.6% | 319,095 | $48.0M |
| Tanglewood Legacy Advisors, LLC | 19.37% | Reduce -0.3% | 313,990 | $47.2M |
| Principal Securities, Inc. | 0.86% | Add +117.7% | 304,934 | $45.9M |
| Aurdan Capital Management, LLC | 14.71% | Add +0.3% | 287,044 | $43.2M |
| Blair William & Co. | 0.11% | Add +0.3% | 274,436 | $41.3M |
| DDFG, Inc | 9.98% | Reduce -0.2% | 263,827 | $39.7M |
| Equitable Holdings, Inc. | 0.31% | Add +1.8% | 251,899 | $37.9M |
| Charles Schwab Trust Co | 2.83% | Add +6.2% | 250,337 | $37.7M |
| Veracity Capital LLC | 12.85% | Add +7.2% | 246,106 | $37.0M |
| Hilltop Wealth Advisors, LLC | 20.37% | Add +5.4% | 241,047 | $36.3M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +77.6% | 240,886 | $36.2M |
| Alliancebernstein L.P. | 0.01% | Add +1.3% | 237,423 | $35.7M |
| Corient Private Wealth LP | 0.05% | Add +18.3% | 229,570 | $34.5M |
| Atlantic Union Bankshares Corp | 0.77% | Add +9508.6% | 223,016 | $33.5M |
| SCS Capital Management LLC | 0.36% | Reduce -3.2% | 218,023 | $32.8M |
| Bank of New York Mellon Corp | 0.01% | Add +3.5% | 217,106 | $32.7M |
| MML Investors Services, LLC | 0.09% | Add +0.1% | 211,254 | $31.8M |
| Avantax Advisory Services, Inc. | 0.17% | Reduce -1.2% | 209,690 | $31.5M |
| Strategies Wealth Advisors, LLC | 3.37% | Add +13.9% | 204,805 | $30.8M |
| Private Advisor Group, LLC | 0.17% | Add +1.8% | 204,783 | $30.8M |
| Aspen Wealth Management LLC | 7.64% | Add +6.3% | 204,668 | $30.8M |
| Valmark Advisers, Inc. | 0.43% | Add +2.7% | 204,582 | $30.8M |
| Cutler Investment Counsel LLC | 3.23% | Add +0.3% | 193,251 | $29.1M |
| Focus Partners Wealth | 0.06% | Add +4.0% | 186,289 | $28.0M |
| Waldron Private Wealth LLC | 1.19% | New | 181,518 | $27.3M |
| ForthRight Wealth Management, LLC | 8.49% | Add +3.6% | 181,076 | $27.2M |
| Voisard Asset Management Group, Inc. | 7.00% | Add +10.5% | 180,630 | $27.2M |
| Kestra Advisory Services, LLC | 0.13% | Add +3.1% | 172,260 | $25.9M |
| Petix & Botte Co | 5.89% | Reduce -5.3% | 159,573 | $24.0M |
| Spire Wealth Management | 0.80% | Reduce -18.7% | 154,672 | $22.3M |
| Atria Investments, Inc | 0.26% | Reduce -0.3% | 145,409 | $21.9M |
| Hudock, Inc. | 3.46% | Add +11.6% | 143,128 | $21.5M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -20.7% | 142,161 | $21.4M |
| Gallagher Fiduciary Advisors, LLC | 0.82% | Add +1.3% | 140,984 | $21.2M |
| Doliver Advisors, LP | 5.79% | Reduce -18.4% | 140,579 | $21.1M |
| Financial Advocates Investment Management | 1.70% | Reduce -10.8% | 138,416 | $20.8M |
| Stifel Financial Corp. | 0.02% | Reduce -5.9% | 134,543 | $20.2M |
| NBT Bank, N.A. | 1.36% | Add +0.6% | 132,102 | $19.9M |
| Integrated Wealth Concepts LLC | 0.19% | Add +26.3% | 127,918 | $19.2M |
| NorthStar Asset Management LLC | 10.08% | Add +4.7% | 127,084 | $19.1M |
| Mascoma Wealth Management LLC | 4.38% | Reduce -16.6% | 125,372 | $18.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +20.9% | 123,910 | $18.6M |
| Elevation Wealth Partners, LLC | 7.17% | Add +1.0% | 120,719 | $18.2M |
| Roberts Financial Services LLC | 6.22% | Reduce -2.7% | 119,962 | $18.0M |
| Allianz Asset Management GmbH | 0.02% | Add +2453.2% | 118,980 | $17.9M |
| Amplius Wealth Advisors, LLC | 1.66% | Reduce -0.5% | 118,677 | $17.8M |
| Birchcreek Wealth Management, LLC | 9.98% | Add +4.1% | 117,182 | $17.6M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -0.4% | 116,843 | $17.6M |
| Canvas Wealth Advisors, LLC | 3.43% | Add +2.2% | 111,591 | $17.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.2% | 111,443 | $16.8M |
| Goldstone Financial Group, LLC | 2.08% | Add +1.1% | 103,992 | $15.8M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +0.2% | 102,024 | $15.3M |
| Richard W. Paul & Associates, LLC | 5.41% | Reduce -0.9% | 99,410 | $15.0M |
| Founders Financial Securities LLC | 1.11% | Reduce -0.0% | 97,455 | $14.7M |
| Horizon Investments, LLC | 0.23% | Add +0.8% | 96,301 | $14.5M |
| RFG - Bristol Wealth Advisors, LLC | 4.40% | Add +3.3% | 94,346 | $14.2M |
| PCA Investment Advisory Services Inc. | 5.89% | Reduce -1.7% | 92,962 | $14.0M |
| Truist Financial Corp. | 0.02% | Reduce -2.4% | 92,378 | $13.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +3.2% | 91,829 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.1% | 89,745 | $13.6M |
| Fortress Financial Group, LLC | 11.50% | Reduce -6.3% | 90,239 | $13.6M |
| BlackRock, Inc. | 0.00% | Reduce -32.1% | 89,753 | $13.5M |
| Ironwood Wealth Management, Inc. | 6.28% | Reduce -2.1% | 88,520 | $13.3M |
| IHT Wealth Management, LLC | 0.36% | Add +5.9% | 86,636 | $13.0M |
| Financial Council, LLC | 6.28% | Reduce -0.3% | 86,546 | $13.0M |
| Baird Financial Group, Inc. | 0.02% | Reduce -16.1% | 85,913 | $12.9M |
| Vantage Financial Partners, LLC | 2.93% | Reduce -27.7% | 84,265 | $12.7M |
| Brio Consultants, LLC | 1.80% | Reduce -13.1% | 81,776 | $12.3M |
| Main Street Financial Solutions, LLC | 0.89% | Add +16.0% | 81,279 | $12.2M |
| Captrust Financial Advisors | 0.03% | Reduce -2.6% | 80,687 | $12.1M |
| Cosner Financial Group, LLC | 6.57% | Reduce -2.2% | 78,434 | $11.8M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -1.7% | 78,076 | $11.7M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +0.7% | 77,006 | $11.6M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -15.4% | 76,283 | $11.5M |
| VestGen Advisors, LLC | 0.45% | Reduce -0.1% | 75,475 | $11.4M |
| Creative Planning | 0.01% | Reduce -4.3% | 75,036 | $11.3M |
| Independence Financial Advisors, LLC | 4.34% | Reduce -85.0% | 74,160 | $11.2M |
| Comerica Bank | 0.04% | Add +7.1% | 73,999 | $11.1M |
| BOS Asset Management, LLC | 3.51% | Add +6.5% | 72,768 | $10.9M |
| Savant Capital, LLC | 0.08% | Reduce -14.8% | 72,730 | $10.9M |
| Quent Capital, LLC | 1.04% | Reduce -9.8% | 71,689 | $10.8M |
| Global Strategic Investment Solutions, LLC | 1.09% | Reduce -0.2% | 67,711 | $10.2M |
| Stevens Capital Partners | 3.65% | Add +8.2% | 65,200 | $10.2M |
| EP Wealth Advisors, LLC | 0.07% | Add +328.8% | 67,087 | $10.1M |
| Kestra Private Wealth Services, LLC | 0.15% | Reduce -1.7% | 66,989 | $10.1M |
| IFG Advisory, LLC | 0.46% | Add +10.7% | 61,222 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -3.4% | 60,816 | $9.1M |
| Cresset Asset Management, LLC | 0.05% | Reduce -0.2% | 60,276 | $9.1M |
| Curi Capital, LLC | 0.16% | Add +135.4% | 57,042 | $8.6M |
| Atria Wealth Solutions, Inc. | 0.19% | Add +11.1% | 55,936 | $8.5M |
| TD Private Client Wealth LLC | 0.20% | Add +11.9% | 55,474 | $8.3M |
| Motive Wealth Advisors | 3.70% | Add +3.5% | 54,016 | $8.1M |
| Legacy Solutions, LLC | 7.53% | Add +1.8% | 52,251 | $7.9M |
| Spectrum Wealth Advisory Group, LLC | 3.55% | Add +0.1% | 50,797 | $7.6M |
| Perigon Wealth Management, LLC | 0.18% | Add +2.4% | 50,698 | $7.6M |
| Bawa N Mallick Trust | 3.11% | No change | 50,130 | $7.5M |
| Jane Street Group, LLC | 0.01% | New | 49,986 | $7.5M |
| Win Advisors, Inc. | 3.47% | New | 47,824 | $7.2M |
| AAFMAA Wealth Management & Trust LLC | 2.96% | Reduce -33.4% | 47,594 | $7.2M |
| Cwm, LLC | 0.03% | Add +24.1% | 47,510 | $7.1M |
| Ethos Financial Group, LLC | 0.61% | New | 46,879 | $7.1M |
| Phoenix Wealth Advisors | 2.95% | Reduce -17.1% | 46,777 | $7.0M |
| Thoroughbred Financial Services, LLC | 0.49% | Reduce -33.5% | 46,594 | $7.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -25.8% | 45,089 | $6.8M |
| NewEdge Advisors, LLC | 0.03% | Add +4.4% | 44,097 | $6.6M |
| Transatlantique Private Wealth LLC | 2.32% | Add +6.4% | 42,000 | $6.3M |
| Investment Advisory Services Inc. /TX | 2.09% | Add +1.0% | 41,681 | $6.3M |
| Endowment Wealth Management, Inc. | 3.22% | Add +16.4% | 41,503 | $6.2M |
| Tradewinds, LLC. | 4.70% | New | 41,143 | $6.2M |
| Merkkuri Wealth Advisors LLC | 4.70% | Add +21.1% | 41,143 | $6.2M |
| Foundry Financial Group, Inc. | 3.51% | Reduce -0.4% | 41,017 | $6.2M |
| Seven Springs Wealth Group, LLC | 1.53% | Add +16.1% | 40,377 | $6.1M |
| RFG Advisory, LLC | 0.14% | Add +2.9% | 39,655 | $6.0M |
| Able Wealth Management LLC | 3.00% | Add +2.2% | 39,547 | $5.9M |
| Westwood Holdings Group Inc. | 0.04% | Reduce -1.9% | 38,421 | $5.8M |
| Lido Advisors, LLC | 0.03% | Reduce -4.8% | 38,294 | $5.8M |
| Coldstream Capital Management Inc. | 0.09% | Reduce -3.1% | 38,111 | $5.7M |
| 1900 Wealth Management LLC | 0.43% | Reduce -4.1% | 37,639 | $5.7M |
| Global Retirement Partners, LLC | 0.14% | — | 37,130 | $5.6M |
| First Heartland Consultants, Inc. | 0.49% | Reduce -1.9% | 36,887 | $5.5M |
| Americana Partners, LLC | 0.19% | New | 35,863 | $5.4M |
| Vident Advisory, LLC | 0.06% | Add +5.2% | 35,822 | $5.4M |
| Cornerstone Advisory, LLC | 0.56% | Reduce -0.4% | 34,612 | $5.2M |
| Parsons Capital Management Inc. | 0.32% | Reduce -0.5% | 34,363 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.9% | 34,315 | $5.2M |
| Garde Capital, Inc. | 0.27% | Add +0.5% | 33,372 | $5.0M |
| Columbus Macro, LLC | 0.61% | Reduce -11.7% | 32,945 | $5.0M |
| Bank of Montreal | 0.00% | Add +2.2% | 32,860 | $4.9M |
| Old Mission Investment Co LLC | 1.34% | Reduce -0.8% | 32,584 | $4.9M |
| M&T Bank Corp | 0.02% | Add +4.3% | 32,424 | $4.9M |
| McDonald Partners LLC | 1.16% | No change | 32,033 | $4.8M |
| D.A. Davidson & Co. | 0.03% | Add +19.6% | 31,911 | $4.8M |
| Windward Private Wealth Management Inc. | 1.73% | Add +1.8% | 31,905 | $4.8M |
| Essex Financial Services, Inc. | 0.30% | Add +1.5% | 30,716 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +16.1% | 30,573 | $4.6M |
| Stonebridge Financial Planning Group, LLC | 1.91% | Reduce -1.7% | 30,403 | $4.6M |
| US Bancorp \de | 0.01% | Reduce -8.9% | 29,796 | $4.5M |
| WealthShield Partners, LLC | 0.53% | Add +0.2% | 29,392 | $4.4M |
| AE Wealth Management LLC | 0.03% | Reduce -5.8% | 29,249 | $4.4M |
| Tiaa Trust, National Association | 0.01% | Reduce -0.4% | 29,193 | $4.4M |
| Rooted Wealth Advisors, Inc. | 1.51% | Add +29.4% | 28,919 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.5% | 28,704 | $4.3M |
| Neumann Capital Management, LLC | 1.32% | Reduce -1.8% | 27,907 | $4.2M |
| Flagship Private Wealth, LLC | 1.78% | Add +1.3% | 27,888 | $4.2M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -6.0% | 27,816 | $4.2M |
| Aspiriant, LLC | 0.13% | No change | 27,787 | $4.2M |
| Greenline Partners, LLC | 0.56% | Add +25.3% | 27,574 | $4.1M |
| Cornell Pochily Investment Advisors, Inc. | 1.35% | Add +5.3% | 27,493 | $4.1M |
| New Wave Wealth Advisors LLC | 1.73% | Add +2.3% | 26,995 | $4.1M |
| Capital Investment Advisory Services, LLC | 0.32% | Reduce -0.6% | 26,246 | $3.9M |
| JMG Financial Group, Ltd. | 0.12% | No change | 26,181 | $3.9M |
| Midwest Trust Co | 0.05% | — | 26,003 | $3.9M |
| Golden State Wealth Management, LLC | 0.46% | Reduce -6.2% | 25,157 | $3.8M |
| Western Wealth Management, LLC | 0.22% | Reduce -8.2% | 24,964 | $3.8M |
| Beam Wealth Advisors, Inc. | 1.10% | Reduce -8.6% | 24,509 | $3.7M |
| Omega Financial Group, LLC | 1.32% | Add +3.3% | 24,411 | $3.7M |
| CENTRAL TRUST Co | 0.08% | Reduce -0.4% | 24,042 | $3.6M |
| Independent Financial Group, LLC | 0.10% | Add +2.9% | 23,764 | $3.6M |
| Colorado Capital Management, Inc. | 1.51% | Reduce -1.6% | 23,485 | $3.5M |
| Elevation Capital Advisory, LLC | 1.41% | New | 23,453 | $3.5M |
| Ieq Capital, LLC | 0.02% | Reduce -19.5% | 23,355 | $3.5M |
| HB Wealth Management, LLC | 0.03% | Reduce -6.4% | 23,336 | $3.5M |
| Knightsbridge Asset Management, LLC | 0.77% | Add +11.0% | 22,774 | $3.4M |
| William Howard & Co Financial Advisors Inc | 2.96% | No change | 22,566 | $3.4M |
| Valpey Financial Services, LLC | 2.32% | — | 22,329 | $3.4M |
| Stokes Family Office, LLC | 0.35% | Add +5.6% | 22,308 | $3.4M |
| Bailard, Inc. | 0.08% | Add +0.1% | 22,030 | $3.3M |
| Caliber Wealth Management, LLC / KS | 0.36% | Reduce -4.8% | 21,965 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.6% | 21,300 | $3.2M |
| Evoke Wealth, LLC | 0.07% | No change | 21,075 | $3.2M |
| Eagle Strategies LLC | 0.48% | Add +7.8% | 21,069 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +8.4% | 21,024 | $3.2M |
| Northern Trust Corp. | 0.00% | Add +6.4% | 20,301 | $3.1M |
| Bulwark Capital Corp | 2.55% | — | 20,156 | $3.0M |
| TD Waterhouse Canada Inc. | 0.02% | Add +21.4% | 19,899 | $3.0M |
| Legacy Private Trust Co. | 0.19% | No change | 19,300 | $2.9M |
| Private Trust Co. NA | 0.28% | Add +2.0% | 19,218 | $2.9M |
| &partners | 0.02% | Reduce -13.9% | 18,975 | $2.9M |
| Deutsche Bank AG | 0.00% | New | 17,931 | $2.7M |
| Matauro, LLC | 0.50% | Reduce -7.0% | 17,645 | $2.7M |
| Integrated Advisors Network LLC | 0.12% | Add +19.0% | 17,603 | $2.6M |
| Quantinno Capital Management LP | 0.01% | Reduce -3.8% | 17,435 | $2.6M |
| Park Avenue Securities LLC | 0.02% | New | 17,391 | $2.6M |
| Planning Directions Inc. | 1.46% | Reduce -5.0% | 17,260 | $2.6M |
| TriaGen Wealth Management LLC | 0.78% | Reduce -0.5% | 17,208 | $2.6M |
| Sovereign Financial Group, Inc. | 0.53% | Add +11.8% | 17,086 | $2.6M |
| Prospera Financial Services Inc | 0.05% | Add +17.1% | 16,917 | $2.5M |
| Cahill Financial Advisors Inc. | 0.32% | Add +3.0% | 16,905 | $2.5M |
| Jamison Private Wealth Management, Inc. | 0.36% | Add +2.1% | 16,733 | $2.5M |
| Watchman Group, Inc. | 0.65% | Reduce -2.5% | 16,609 | $2.5M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -0.0% | 16,576 | $2.5M |
| MIdWestOne Financial Group, Inc. | 0.31% | Reduce -11.4% | 16,017 | $2.4M |
| Hollencrest Capital Management | 0.10% | No change | 15,679 | $2.4M |
| Ackerman Capital Advisors, LLC | 0.53% | Reduce -2.6% | 15,282 | $2.3M |
| Sigma Planning Corp | 0.07% | Reduce -5.0% | 14,656 | $2.2M |
| Columbia Advisory Partners LLC | 1.67% | New | 14,656 | $2.2M |
| Provenance Wealth Advisors, LLC | 0.31% | Reduce -3.9% | 14,250 | $2.1M |
| Flow Traders U.S. LLC | 0.08% | Add +400.1% | 13,844 | $2.1M |
| Gotham Asset Management | 0.01% | Add +6.6% | 13,382 | $2.0M |
| Marshall Wace, LLP | 0.00% | New | 13,255 | $2.0M |
| Brighton Jones LLC | 0.05% | Add +1.8% | 13,244 | $2.0M |
| Family Firm, Inc. | 0.48% | Add +0.1% | 13,193 | $2.0M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.3% | 13,171 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +6.2% | 13,021 | $2.0M |
| Trek Financial, LLC | 0.13% | Add +7.1% | 12,994 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +3.8% | 12,120 | $1.9M |
| Summit Financial, LLC | 0.04% | New | 12,406 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +44.3% | 12,361 | $1.9M |
| Litman Gregory Wealth Management LLC | 0.15% | No change | 12,352 | $1.9M |
| Clarius Group, LLC | 0.11% | No change | 12,300 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | No change | 12,174 | $1.8M |
| Liberty One Investment Management, LLC | 0.18% | Reduce -2.5% | 11,924 | $1.8M |
| White Lighthouse Investment Management Inc. | 0.29% | Add +2.9% | 11,843 | $1.8M |
| Becker Capital Management Inc. | 0.06% | Reduce -0.8% | 11,780 | $1.8M |
| Sterling Investment Counsel, LLC | 1.04% | Reduce -23.8% | 11,777 | $1.8M |
| Presilium Private Wealth, LLC | 0.36% | Add +13.3% | 11,543 | $1.7M |
| Axxcess Wealth Management, LLC | 0.04% | Add +447.3% | 11,532 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -27.9% | 11,328 | $1.7M |
| Darden Wealth Group Inc | 1.02% | Reduce -0.9% | 11,164 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +5.0% | 11,104 | $1.7M |
| Uptick Partners, LLC | 0.47% | Add +12.1% | 10,888 | $1.6M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -19.4% | 10,888 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +25.4% | 10,885 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +13.5% | 10,834 | $1.6M |
| Topel & Distasi Wealth Management, LLC | 0.84% | Reduce -41.3% | 10,645 | $1.6M |
| GSG Advisors LLC | 0.46% | Add +0.6% | 10,537 | $1.6M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -0.6% | 10,412 | $1.6M |
| Sand Hill Global Advisors, LLC | 0.06% | No change | 10,409 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.9% | 10,400 | $1.6M |
| Cim, LLC | 0.21% | Reduce -1.3% | 10,396 | $1.6M |
| YHB Investment Advisors, Inc. | 0.12% | Reduce -3.5% | 10,323 | $1.6M |
| First American Trust, FSB | 0.12% | No change | 10,220 | $1.5M |
| Hubbell Strickland Wealth Management, LLC | 0.67% | Reduce -0.3% | 10,161 | $1.5M |
| Trilogy Capital Inc. | 0.07% | No change | 10,058 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +17.6% | 10,022 | $1.5M |
| Keystone Financial Group | 0.13% | Add +0.9% | 9,890 | $1.5M |
| Commerce Bank | 0.01% | Add +0.9% | 9,865 | $1.5M |
| Morris Financial Concepts, Inc. | 0.58% | Add +4.3% | 9,773 | $1.5M |
| Heritage Wealth Management, Inc. | 1.11% | No change | 9,735 | $1.5M |
| Robinson Smith Wealth Advisors LLC | 1.15% | No change | 9,542 | $1.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.46% | Reduce -3.9% | 9,474 | $1.4M |
| Arax Advisory Partners | 0.07% | Reduce -40.8% | 9,424 | $1.4M |
| Perennial Investment Advisors, LLC | 0.14% | Add +3.3% | 9,384 | $1.4M |
| Sweeney & Michel, LLC | 0.50% | Add +0.7% | 9,308 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.2% | 9,246 | $1.4M |
| American State Bank (Iowa) | 0.77% | Reduce -4.2% | 9,190 | $1.4M |
| Nikulski Financial, Inc. | 0.38% | Add +0.0% | 9,176 | $1.4M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -21.9% | 8,876 | $1.4M |
| Symphony Financial, Ltd. Co. | 0.18% | Add +36.1% | 9,335 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -2.5% | 8,948 | $1.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.48% | Reduce -1.1% | 8,584 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +2.5% | 8,834 | $1.3M |
| Talisman Wealth Advisors LLC | 1.20% | Add +0.2% | 8,742 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +25.9% | 8,643 | $1.3M |
| Benchmark Financial Wealth Advisors, LLC | 0.42% | Add +0.1% | 8,503 | $1.3M |
| Catalyst Private Wealth, LLC | 0.57% | Add +116.4% | 8,460 | $1.3M |
| Van Hulzen Asset Management, LLC | 0.11% | Add +1.2% | 8,428 | $1.3M |
| VAUGHAN & Co SECURITIES, INC. | 0.72% | Reduce -0.6% | 8,399 | $1.3M |
| Moment Partners, LLC | 0.24% | Reduce -0.2% | 8,335 | $1.3M |
| Wealth Management Partners, LLC | 0.44% | Add +0.1% | 8,324 | $1.3M |
| Grey Fox Wealth Advisors, LLC | 0.29% | Add +7.6% | 8,136 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Add +23.9% | 7,863 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +60.0% | 8,117 | $1.2M |
| Coordinated Financial Services, Inc. | 0.86% | — | 8,116 | $1.2M |
| Prosperity Consulting Group, LLC | 0.09% | Add +327.4% | 8,107 | $1.2M |
| Investors Research Corp | 0.24% | Add +11.9% | 8,070 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Add +183.8% | 8,031 | $1.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | Reduce -1.3% | 7,995 | $1.2M |
| Johnson Financial Group, Inc. | 0.05% | Add +13.6% | 7,963 | $1.2M |
| Burns Matteson Capital Management, LLC | 0.57% | Reduce -1.1% | 7,856 | $1.2M |
| Zions Bancorporation, National Association | 0.06% | No change | 7,806 | $1.2M |
| Twelve Points Wealth Management LLC | 0.32% | Reduce -36.0% | 7,786 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +31.1% | 7,778 | $1.2M |
| Innovative Wealth Building LLC | 0.97% | Reduce -33.5% | 7,757 | $1.2M |
| Fifth Third Securities, Inc. | 0.09% | Reduce -7.1% | 7,717 | $1.2M |
| Crestwood Advisors Group, LLC | 0.02% | Add +15.2% | 7,683 | $1.2M |
| Moneco Advisors, LLC | 0.11% | Add +1.1% | 7,655 | $1.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | — | 7,605 | $1.1M |
| Renaissance Technologies | 0.00% | Add +375.0% | 7,600 | $1.1M |
| Venture Visionary Partners LLC | 0.04% | Reduce -3.3% | 7,512 | $1.1M |
| Diversified Enterprises, LLC | 0.08% | Reduce -0.4% | 7,435 | $1.1M |
| Magnolia Capital Advisors LLC | 0.28% | Reduce -1.9% | 7,387 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -11.8% | 7,299 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -47.7% | 7,246 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -0.4% | 7,222 | $1.1M |
| Glenmede Investment Management, LP | 0.01% | — | 7,193 | $1.1M |
| Sunbelt Securities, Inc. | 0.09% | Reduce -10.3% | 7,637 | $1.1M |
| St. Clair Advisors, LLC | 0.28% | Add +19.0% | 7,047 | $1.1M |
| Axis Wealth Partners, LLC | 0.70% | Reduce -3.2% | 7,039 | $1.1M |
| Ullmann Wealth Partners Group, LLC | 0.12% | Add +0.0% | 7,028 | $1.1M |
| TL Private Wealth | 0.44% | Add +0.1% | 7,009 | $1.1M |
| Inscription Capital, LLC | 0.15% | No change | 7,000 | $1.1M |
| Graney & King, LLC | 0.71% | Add +0.1% | 6,995 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.22% | Add +0.0% | 6,992 | $1.1M |
| Summit Wealth Partners, LLC | 0.20% | Add +33.6% | 6,959 | $1.0M |
| Optivise Advisory Services LLC | 0.53% | Reduce -12.6% | 6,939 | $1.0M |
| Denver PWM, LLC | 0.33% | Reduce -1.8% | 6,934 | $1.0M |
| AQR Capital Management | 0.00% | New | 6,919 | $1.0M |
| Choreo, LLC | 0.01% | Reduce -3.3% | 6,707 | $1.0M |
| Bearing Point Capital, LLC | 0.19% | No change | 6,700 | $1.0M |
| Weil Company, Inc. | 0.26% | No change | 6,636 | $998K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -5.0% | 6,606 | $994K |
| One Day In July LLC | 0.09% | Reduce -1.1% | 6,517 | $980K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.9% | 6,513 | $980K |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | No change | 6,507 | $979K |
| Barnes Dennig Private Wealth Management LLC | 1.17% | New | 6,494 | $977K |
| Franklin Resources Inc. | 0.00% | Reduce -2.1% | 6,417 | $965K |
| XML Financial, LLC | 0.08% | Reduce -0.9% | 6,396 | $962K |
| MAI Capital Management | 0.01% | Reduce -0.6% | 6,359 | $956K |
| PFG Investments, LLC | 0.06% | Add +0.1% | 6,352 | $955K |
| Ulland Investment Advisors, LLC | 0.78% | No change | 6,326 | $951K |
| TCTC Holdings, LLC | 0.03% | Reduce -33.6% | 6,314 | $950K |
| Droms Strauss Advisors Inc. /Mo/ | 0.29% | Add +0.1% | 6,303 | $948K |
| Kovack Advisors, Inc. | 0.09% | Reduce -51.3% | 6,138 | $923K |
| Biondo Investment Advisors, LLC | 0.12% | Reduce -1.7% | 6,133 | $922K |
| Schmidt P J Investment Management Inc. | 0.16% | No change | 6,000 | $902K |
| Calton & Associates, Inc. | 0.15% | Add +1.7% | 5,941 | $894K |
| Empirical Asset Management, LLC | 0.27% | Reduce -0.1% | 5,893 | $886K |
| One Charles Private Wealth Services, LLC | 0.25% | No change | 5,885 | $885K |
| Verus Capital Partners, LLC | 0.08% | Reduce -15.7% | 5,875 | $884K |
| Wealth Quarterback LLC | 0.42% | Reduce -24.6% | 5,845 | $879K |
| Rehmann Capital Advisory Group | 0.05% | Add +9.8% | 5,842 | $879K |
| Leavell Investment Management, Inc. | 0.04% | No change | 5,798 | $872K |
| Visionary Wealth Advisors | 0.04% | Add +0.2% | 5,798 | $872K |
| Asset Management Group, Inc. | 0.15% | Add +0.1% | 5,701 | $857K |
| Mitchell Capital Management Co. | 0.16% | Reduce -15.5% | 5,570 | $855K |
| Allen Capital Group, LLC | 0.09% | Reduce -1.1% | 5,684 | $855K |
| Insight Wealth Strategies, LLC | 0.11% | Add +0.1% | 5,736 | $854K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +14.5% | 5,605 | $843K |
| Mutual Advisors, LLC | 0.02% | Add +14.5% | 5,397 | $840K |
| Sapient Capital LLC | 0.01% | Add +22.4% | 5,525 | $831K |
| FC Advisory LLC | 0.26% | No change | 5,520 | $830K |
| Consilio Wealth Advisors, LLC | 0.30% | Reduce -0.2% | 5,542 | $829K |
| MidAtlantic Capital Management, Inc. | 0.58% | No change | 5,394 | $811K |
| Bedel Financial Consulting, Inc. | 0.11% | No change | 5,379 | $809K |
| Colonial Trust Co / SC | 0.12% | No change | 5,346 | $804K |
| Meridian Financial Advisors, LLC | 0.52% | Add +19.9% | 5,331 | $802K |
| Twin Focus Capital Partners, LLC | 0.11% | New | 5,331 | $802K |
| Whalerock Point Partners, LLC | 0.18% | No change | 5,309 | $798K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | No change | 5,274 | $793K |
| Waterloo Capital, L.P. | 0.06% | Reduce -5.9% | 5,246 | $789K |
| Victory Financial Group, LLC | 0.13% | Reduce -8.7% | 5,240 | $788K |
| Betterment LLC | 0.00% | Reduce -9.3% | 5,238 | $788K |
| Millington Financial Advisors, LLC | 0.39% | Add +0.1% | 5,019 | $775K |
| Meridian Wealth Management, LLC | 0.03% | Add +1.9% | 5,148 | $774K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +0.8% | 5,145 | $774K |
| Hoxton Planning & Management, LLC | 0.27% | Reduce -0.5% | 5,124 | $771K |
| Richmond Investment Services, LLC | 0.16% | New | 5,102 | $767K |
| GWN Securities Inc. | 0.14% | Reduce -7.6% | 5,035 | $759K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -11.9% | 5,035 | $757K |
| Geneos Wealth Management Inc. | 0.02% | Add +8.8% | 5,026 | $756K |
| Forte Asset Management LLC | 0.38% | No change | 4,949 | $744K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +123.4% | 4,925 | $741K |
| Wealthquest Corp | 0.06% | Reduce -8.8% | 4,913 | $739K |
| Oak Ridge Investments LLC | 0.05% | Reduce -28.7% | 4,844 | $729K |
| GDS Wealth Management | 0.05% | Add +11.1% | 4,823 | $725K |
| Whittier Trust Co. | 0.01% | No change | 4,802 | $722K |
| Legacy Financial Advisors, Inc. | 0.11% | Reduce -0.3% | 4,787 | $720K |
| Parkworth Wealth Management, Inc. | 0.52% | Add +0.1% | 4,749 | $714K |
| High Falls Advisors, Inc | 0.16% | Add +6.3% | 4,744 | $713K |
| Kaizen Financial Strategies | 0.36% | Reduce -8.7% | 4,732 | $712K |
| OneAscent Family Office, LLC | 0.67% | Reduce -57.3% | 4,707 | $708K |
| Bennett Selby Investments LP | 0.25% | No change | 4,678 | $704K |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -2.1% | 4,657 | $700K |
| Sterling Capital Management LLC | 0.01% | Reduce -1.1% | 4,631 | $697K |
| Avior Wealth Management, LLC | 0.02% | Reduce -2.3% | 4,618 | $695K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.8% | 4,610 | $693K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -1.6% | 4,602 | $692K |
| Collective Family Office LLC | 0.18% | Add +11.9% | 4,599 | $692K |
| Sage Financial Management Group, Inc. | 0.24% | Reduce -9.4% | 4,588 | $690K |
| Peak Planning Group, LLC | 0.44% | Reduce -6.2% | 4,569 | $687K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.14% | Reduce -2.9% | 4,548 | $684K |
| Melone Private Wealth, LLC | 0.35% | No change | 4,547 | $680K |
| Wealthspire Retirement, LLC | 0.04% | No change | 4,505 | $678K |
| ORG Partners LLC | 0.15% | Reduce -2.4% | 4,478 | $672K |
| RPG Investment Advisory, LLC | 0.08% | Reduce -48.0% | 4,468 | $672K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.3% | 4,448 | $669K |
| SOL Capital Management CO | 0.06% | Reduce -12.0% | 4,385 | $660K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.9% | 4,386 | $660K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -83.5% | 4,428 | $660K |
| Worth Financial Advisory Group, LLC | 0.40% | No change | 4,365 | $656K |
| Weaver Consulting Group | 0.18% | No change | 4,363 | $656K |
| Godshalk Welsh Capital Management, Inc. | 0.40% | Reduce -6.5% | 4,315 | $649K |
| Fourth Dimension Wealth, LLC | 0.27% | Add +11.0% | 4,303 | $647K |
| Boyd Wealth Management, LLC | 0.28% | Add +34.4% | 4,299 | $647K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -71.6% | 4,297 | $646K |
| Annex Advisory Services, LLC | 0.02% | No change | 4,275 | $643K |
| Madison Asset Management, LLC | 0.01% | Reduce -8.9% | 4,244 | $638K |
| Graypoint LLC | 0.04% | Add +0.0% | 4,227 | $636K |
| Ascentis Wealth Management, LLC | 0.17% | Reduce -0.1% | 4,240 | $632K |
| Calamos Wealth Management LLC | 0.03% | No change | 4,171 | $627K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -4.6% | 4,166 | $627K |
| Libra Wealth LLC | 0.20% | New | 4,133 | $622K |
| PMG Wealth Management, Inc. | 0.51% | Reduce -18.1% | 4,115 | $619K |
| Three Bridge Wealth Advisors, LLC | 0.16% | Add +0.1% | 4,088 | $615K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 4,000 | $602K |
| Meridian Wealth Advisors, LLC | 0.10% | No change | 4,000 | $602K |
| Fiduciary Trust Co | 0.01% | New | 3,994 | $601K |
| Greenwood Gearhart LLC | 0.04% | Add +1.4% | 3,978 | $598K |
| FourThought Financial Partners, LLC | 0.06% | Reduce -5.8% | 3,977 | $598K |
| AlTi Global, Inc. | 0.01% | No change | 3,971 | $597K |
| Ancora Advisors LLC | 0.01% | No change | 3,955 | $595K |
| Heritage Financial Services, LLC | 0.06% | No change | 3,953 | $595K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 3,882 | $584K |
| StoneX Group Inc. | 0.03% | Add +27.6% | 3,836 | $577K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,821 | $575K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +36.2% | 3,818 | $574K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -16.1% | 3,796 | $571K |
| Financial Partners Group, Inc | 0.08% | Add +0.3% | 3,761 | $566K |
| Advisors Capital Management, LLC | 0.01% | Add +15.4% | 3,759 | $565K |
| Fielder Capital Group LLC | 0.15% | No change | 3,746 | $563K |
| Hershey Financial Advisers, LLC | 0.50% | — | 3,731 | $561K |
| Twin Peaks Wealth Advisors, LLC | 0.18% | Add +2.0% | 3,531 | $558K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.9% | 3,686 | $554K |
| Clark Capital Management Group, Inc. | 0.00% | Add +111.1% | 3,679 | $553K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -21.4% | 3,678 | $553K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -1.9% | 3,670 | $552K |
| Vanguard Group Inc. | 0.00% | Add +22.3% | 3,647 | $549K |
| Fifth Third Bancorp | 0.00% | Add +9.6% | 3,618 | $544K |
| Patten & Patten Inc. | 0.04% | No change | 3,614 | $544K |
| Apollon Financial, LLC | 0.11% | Add +40.3% | 3,610 | $543K |
| Mission Wealth Management, LP | 0.01% | Add +0.0% | 3,599 | $541K |
| Smartleaf Asset Management LLC | 0.05% | Reduce -32.5% | 3,589 | $537K |
| Nwam LLC | 0.03% | New | 3,455 | $537K |
| Linscomb Wealth, Inc. | 0.02% | No change | 3,526 | $530K |
| Watts Gwilliam & Co., LLC | 0.09% | Add +38.8% | 3,215 | $526K |
| DGS Capital Management, LLC | 0.11% | Reduce -11.2% | 3,451 | $519K |
| First City Capital Management, Inc. | 0.30% | No change | 3,439 | $517K |
| Peterson Wealth Advisors, LLC | 0.08% | Reduce -4.9% | 3,405 | $512K |
| St Germain D J Co. Inc. | 0.02% | No change | 3,387 | $509K |
| DAVENPORT & Co LLC | 0.00% | Add +12.5% | 3,375 | $508K |
| Norden Group LLC | 0.05% | No change | 3,360 | $505K |
| Adapt Wealth Advisors, LLC | 0.22% | No change | 3,328 | $501K |
| Monument Capital Management | 0.13% | Add +0.0% | 3,311 | $498K |
| Simplicity Wealth,LLC | 0.02% | New | 3,260 | $490K |
| Brueske Advisory Services, LLC | 0.33% | Reduce -37.6% | 3,258 | $490K |
| Ritholtz Wealth Management | 0.01% | New | 3,244 | $488K |
| Altfest L J & Co. Inc. | 0.06% | No change | 3,243 | $488K |
| Investor's Fiduciary Advisor Network, LLC | 0.18% | Reduce -24.1% | 3,240 | $487K |
| Paulson Wealth Management Inc. | 0.13% | New | 3,221 | $484K |
| M1 Capital Management LLC | 0.24% | Reduce -0.0% | 3,207 | $482K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -54.9% | 3,200 | $481K |
| Magnus Financial Group LLC | 0.04% | Add +0.6% | 3,198 | $481K |
| United Advisor Group, LLC | 0.08% | Reduce -4.5% | 3,195 | $481K |
| Oarsman Capital, Inc. | 0.07% | No change | 3,176 | $478K |
| Potentia Wealth | 0.27% | No change | 3,137 | $472K |
| Trust Co. of Vermont | 0.02% | Add +33.5% | 3,098 | $466K |
| Novem Group | 0.06% | New | 3,086 | $464K |
| Anchor Investment Management, LLC | 0.04% | Reduce -26.0% | 3,061 | $460K |
| Inspire Advisors, LLC | 0.05% | Add +15.5% | 3,008 | $452K |
| Hoey Investments, Inc. | 0.07% | No change | 3,000 | $451K |
| Everstar Asset Management, LLC | 0.27% | New | 2,980 | $448K |
| Puff Wealth Management, LLC | 0.73% | Add +0.1% | 2,975 | $447K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -0.1% | 2,965 | $446K |
| Clearbridge Investments, LLC | 0.00% | Reduce -90.9% | 2,963 | $446K |
| Armbruster Capital Management, Inc. | 0.08% | Reduce -6.3% | 2,928 | $440K |
| Pallas Capital Advisors LLC | 0.02% | No change | 2,923 | $440K |
| Joel Isaacson & Co., LLC | 0.02% | Add +32.0% | 2,902 | $436K |
| Soltis Investment Advisors LLC | 0.03% | New | 2,888 | $434K |
| Legacy Edge Advisors, LLC | 0.06% | New | 2,849 | $428K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.0% | 2,839 | $427K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,838 | $427K |
| CW Advisors, LLC | 0.00% | Add +29.9% | 2,767 | $416K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,759 | $415K |
| Frederick Financial Consultants, LLC | 0.26% | Reduce -4.8% | 2,756 | $414K |
| Stephens Consulting, LLC | 0.10% | No change | 2,754 | $414K |
| Headinvest, LLC | 0.09% | Reduce -8.1% | 2,710 | $408K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.0% | 2,710 | $408K |
| Elevatus Welath Management | 0.14% | Add +21.5% | 2,692 | $405K |
| Westmount Partners, LLC | 0.11% | Add +0.1% | 2,688 | $404K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -8.3% | 2,667 | $401K |
| Ellevest, Inc. | 0.06% | No change | 2,654 | $399K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,638 | $397K |
| Premier Path Wealth Partners, LLC | 0.06% | No change | 2,632 | $396K |
| CreativeOne Wealth, LLC | 0.01% | Add +7.3% | 2,627 | $395K |
| WealthCare Investment Partners, LLC | 0.14% | Reduce -9.7% | 2,594 | $394K |
| Northside Capital Management, LLC | 0.03% | No change | 2,570 | $387K |
| Cannon Financial Strategists, Inc. | 0.06% | New | 2,567 | $386K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 2,580 | $384K |
| GenWealth Group, Inc. | 0.08% | No change | 2,552 | $384K |
| Family Legacy Financial Solutions, LLC | 0.32% | — | 2,525 | $380K |
| FF Advisors,LLC | 0.20% | No change | 2,510 | $378K |
| Aft, Forsyth & Company, Inc. | 0.19% | Reduce -11.2% | 2,492 | $375K |
| West Branch Capital LLC | 0.11% | Reduce -1.5% | 2,471 | $372K |
| Lee Danner & Bass Inc. | 0.03% | No change | 2,460 | $370K |
| Brown Advisory Inc. | 0.00% | Reduce -7.9% | 2,412 | $363K |
| Maridea Wealth Management LLC | 0.09% | Add +0.0% | 2,408 | $362K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 2,400 | $361K |
| SFG Wealth Management, LLC. | 0.22% | Reduce -3.4% | 2,399 | $361K |
| Key Financial Inc | 0.07% | No change | 2,397 | $361K |
| KFA Private Wealth Group, LLC | 0.11% | No change | 2,377 | $358K |
| OneAscent Financial Services LLC | 0.03% | Reduce -33.4% | 2,366 | $356K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -6.9% | 2,330 | $350K |
| Beacon Harbor Wealth Advisors, Inc. | 0.09% | No change | 2,314 | $348K |
| Financial Management Network Inc. | 0.06% | No change | 2,286 | $347K |
| Wealth Alliance, LLC | 0.04% | Add +31.7% | 2,280 | $343K |
| American Trust | 0.03% | New | 2,267 | $341K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -37.6% | 2,253 | $339K |
| Convergence Financial, LLC | 0.06% | Reduce -4.2% | 2,242 | $337K |
| First Trust Advisors LP | 0.00% | Reduce -8.1% | 2,235 | $336K |
| Opinicus Capital, Inc. | 0.26% | Reduce -2.0% | 2,232 | $336K |
| Johnson Investment Counsel Inc. | 0.00% | Add +18.4% | 2,188 | $329K |
| Atlas Private Wealth Advisors | 0.04% | Add +6.9% | 2,177 | $328K |
| Garrett Wealth Advisory Group, LLC | 0.07% | Reduce -15.4% | 2,167 | $326K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -15.5% | 2,107 | $317K |
| Element Pointe Advisors, LLC | 0.08% | No change | 2,099 | $316K |
| Claro Advisors Inc. | 0.05% | Reduce -17.3% | 2,074 | $312K |
| Signaturefd, LLC | 0.01% | Reduce -0.9% | 2,063 | $310K |
| Financial Perspectives, Inc | 0.09% | Add +0.1% | 2,062 | $310K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 2,059 | $310K |
| Keybank National Association | 0.00% | Add +1.2% | 2,060 | $310K |
| Seascape Capital Management | 0.10% | Reduce -56.0% | 2,045 | $308K |
| First National Bank of Hutchinson | 0.19% | Reduce -10.7% | 2,034 | $306K |
| Indiana Trust & Investment Management Co | 0.10% | No change | 2,033 | $306K |
| CWA Asset Management Group, LLC | 0.01% | New | 2,017 | $303K |
| Summit Global Investments | 0.02% | No change | 2,017 | $303K |
| Crux Wealth Advisors | 0.13% | Add +0.1% | 2,013 | $303K |
| Insigneo Advisory Services, LLC | 0.03% | New | 2,002 | $301K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 2,000 | $301K |
| KCM Investment Advisors LLC | 0.01% | New | 2,000 | $301K |
| Goldstein Advisors, LLC | 0.04% | Reduce -1.1% | 1,992 | $300K |
| Albion Financial Group | 0.02% | Reduce -2.9% | 1,987 | $299K |
| Summit Investment Advisors, Inc. | 0.25% | Add +0.1% | 1,956 | $298K |
| Centurion Wealth Management LLC | 0.09% | No change | 1,983 | $298K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | No change | 1,961 | $295K |
| New Century Financial Group, LLC | 0.34% | New | 1,939 | $292K |
| Augustine Asset Management Inc. | 0.08% | Add +14.0% | 1,934 | $291K |
| Leisure Capital Management | 0.11% | No change | 1,924 | $289K |
| Oak Asset Management, LLC | 0.10% | Add +1.8% | 1,890 | $284K |
| Pinnacle Associates Ltd. | 0.00% | Add +7.1% | 1,875 | $282K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -34.6% | 1,858 | $279K |
| Arkadios Wealth Advisors | 0.01% | Add +2.1% | 1,854 | $279K |
| Mgo One Seven LLC | 0.01% | New | 1,827 | $275K |
| IFP Advisors, Inc | 0.01% | Reduce -4.2% | 1,817 | $273K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,814 | $273K |
| Philip James Wealth Mangement, LLC | 0.04% | Add +0.1% | 1,813 | $273K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,800 | $271K |
| Riverbridge Partners LLC | 0.00% | Reduce -73.0% | 1,792 | $269K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.1% | 1,785 | $269K |
| Colonial River Investments, LLC | 0.12% | Reduce -16.0% | 1,769 | $268K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -4.8% | 1,756 | $264K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.1% | 1,745 | $263K |
| Collaborative Wealth Managment Inc. | 0.11% | New | 1,745 | $262K |
| Courier Capital LLC | 0.02% | Add +6.1% | 1,736 | $261K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,734 | $261K |
| Synovus Financial Corp. | 0.00% | Reduce -0.2% | 1,723 | $260K |
| Flagstar Securities, Inc. | 0.07% | Add +0.5% | 1,704 | $256K |
| International Assets Investment Management, LLC | 0.02% | Reduce -13.2% | 1,691 | $254K |
| Stonebrook Private Inc. | 0.06% | No change | 1,687 | $254K |
| AlphaCore Capital LLC | 0.01% | No change | 1,681 | $253K |
| Bank Ozk | 0.10% | No change | 1,679 | $253K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.1% | 1,629 | $251K |
| McIlrath & Eck, LLC | 0.03% | Reduce -53.7% | 1,660 | $250K |
| Unified Investment Management | 0.26% | No change | 1,640 | $247K |
| Round Rock Advisors LLC | 0.04% | No change | 1,639 | $246K |
| Continuum Advisory, LLC | 0.03% | No change | 1,624 | $244K |
| Greenleaf Trust | 0.00% | New | 1,623 | $244K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 1,622 | $244K |
| Centricity Wealth Management, LLC | 0.19% | Reduce -18.5% | 1,621 | $244K |
| CVFG LLC | 0.19% | New | 1,610 | $242K |
| MainStreet Investment Advisors LLC | 0.03% | No change | 1,600 | $241K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,600 | $241K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 1,593 | $240K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.2% | 1,593 | $240K |
| FLP Wealth Management, LLC | 0.67% | Reduce -2.9% | 1,589 | $239K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,588 | $239K |
| KWB Wealth | 0.03% | Add +1.2% | 1,872 | $238K |
| Horst & Graben Wealth Management LLC | 0.04% | New | 1,579 | $237K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -15.4% | 1,578 | $237K |
| Sage Mountain Advisors LLC | 0.02% | Add +0.6% | 1,572 | $236K |
| Abound Financial, LLC | 0.10% | No change | 1,559 | $234K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -9.3% | 1,550 | $233K |
| New England Private Wealth Advisors LLC | 0.03% | Reduce -13.2% | 1,492 | $232K |
| Centerpoint Advisors, LLC | 0.08% | No change | 1,533 | $231K |
| Summit Trail Advisors, LLC | 0.00% | New | 1,533 | $231K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -29.7% | 1,457 | $230K |
| Barrett & Company, Inc. | 0.09% | Add +0.1% | 1,532 | $230K |
| DT Investment Partners, LLC | 0.02% | No change | 1,528 | $230K |
| SageView Advisory Group, LLC | 0.01% | New | 1,472 | $230K |
| Alteri Wealth LLC | 0.09% | New | 1,523 | $229K |
| Ehrlich Financial Group | 0.15% | New | 1,523 | $229K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,517 | $228K |
| Proficio Capital Partners LLC | 0.01% | New | 1,514 | $228K |
| Heritage Family Offices, LLP | 0.11% | No change | 1,785 | $227K |
| Blankinship & Foster, LLC | 0.05% | New | 1,504 | $226K |
| Csenge Advisory Group | 0.01% | New | 1,579 | $224K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 1,486 | $223K |
| Awm Capital, LLC | 0.02% | Reduce -18.5% | 1,469 | $221K |
| Community Financial Services Group, LLC | 0.04% | New | 1,462 | $220K |
| Capital Investment Advisors, LLC | 0.00% | New | 1,461 | $220K |
| Richwood Investment Advisors, LLC | 0.18% | New | 1,460 | $220K |
| Keystone Financial Group, Inc. | 0.14% | Add +0.1% | 1,428 | $219K |
| Antonelli Financial Advisors, LLC | 0.16% | New | 1,454 | $219K |
| VSM Wealth Advisory, LLC | 0.07% | Add +9.5% | 1,453 | $219K |
| MKT Advisors LLC | 0.09% | New | 1,465 | $218K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -20.9% | 1,442 | $217K |
| Falcon Wealth Planning | 0.02% | New | 1,439 | $216K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,438 | $216K |
| GC Wealth Management RIA, LLC | 0.02% | Reduce -49.9% | 1,436 | $216K |
| Sowell Financial Services LLC | 0.01% | New | 1,425 | $214K |
| Bar Harbor Wealth Management | 0.01% | New | 1,419 | $213K |
| InTrack Investment Management Inc | 0.14% | Reduce -25.6% | 1,411 | $212K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,410 | $212K |
| Tableaux LLC | 0.12% | New | 1,395 | $210K |
| Ballast Advisors LLC | 0.06% | No change | 1,394 | $210K |
| Essex Bank | 0.05% | New | 1,391 | $209K |
| Harbour Investments, Inc. | 0.01% | Reduce -57.4% | 1,387 | $209K |
| Fingerlakes Wealth Management, Inc. | 0.15% | New | 1,378 | $207K |
| Ingalls & Snyder LLC | 0.01% | New | 1,370 | $206K |
| ABLE Financial Group, LLC | 0.05% | New | 1,362 | $205K |
| Pennington Partners & Co., LLC | 0.11% | New | 1,360 | $204K |
| Onyx Bridge Wealth Group LLC | 0.03% | New | 1,358 | $204K |
| Verity & Verity, LLC | 0.02% | New | 1,356 | $204K |
| Performance Wealth Partners, LLC | 0.01% | New | 1,355 | $204K |
| Acropolis Investment Management, LLC | 0.01% | Add +7.2% | 1,353 | $203K |
| Cannon Wealth Management Services, LLC | 0.17% | New | 1,352 | $203K |
| Seneca Financial Advisors LLC | 0.08% | New | 1,348 | $203K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,346 | $202K |
| Matthew Goff Investment Advisor, LLC | 0.04% | New | 1,345 | $202K |
| Redmond Asset Management, LLC | 0.05% | New | 1,342 | $202K |
| MRWM Advisors, LLC | 0.13% | New | 1,333 | $200K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,331 | $200K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -9.1% | 1,301 | $196K |
| Capital Analysts, LLC | 0.01% | No change | 1,279 | $192K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -2.3% | 1,232 | $185K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +106.1% | 1,210 | $182K |
| Finley Financial, LLC | 0.09% | No change | 1,180 | $177K |
| Brooklyn Investment Group | 0.02% | Add +206.6% | 1,116 | $168K |
| CoreCap Advisors, LLC | 0.01% | Add +21.4% | 1,063 | $160K |
| Sachetta, LLC | 0.06% | No change | 1,041 | $157K |
| Financial Network Wealth Advisors LLC | 0.19% | No change | 1,014 | $153K |
| Larson Financial Group LLC | 0.01% | Add +6.5% | 1,011 | $152K |
| Assetmark, Inc. | 0.00% | Reduce -64.6% | 1,004 | $151K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -64.9% | 949 | $143K |
| Park Place Capital Corp | 0.03% | Add +0.1% | 936 | $140K |
| Dunhill Financial, LLC | 0.04% | New | 915 | $138K |
| Addison Advisors LLC | 0.03% | Reduce -3.8% | 895 | $135K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | No change | 844 | $127K |
| Tsfg, LLC | 0.02% | No change | 832 | $125K |
| Hantz Financial Services, Inc. | 0.00% | New | 809 | $122K |
| Family Manage LLC | 0.02% | Add +513.0% | 803 | $121K |
| Headlands Technologies LLC | 0.01% | New | 777 | $117K |
| SouthState Bank Corp | 0.01% | No change | 772 | $116K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +28.6% | 769 | $116K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +6.5% | 752 | $113K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 731 | $110K |
| 1 North Wealth Services LLC | 0.04% | No change | 650 | $98K |
| Bank of New Hampshire | 0.02% | No change | 650 | $98K |
| NFSG Corp | 0.02% | No change | 637 | $96K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 604 | $91K |
| Toth Financial Advisory Corp. | 0.01% | New | 597 | $90K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -41.8% | 583 | $88K |
| Sound Income Strategies, LLC | 0.00% | Reduce -0.2% | 565 | $85K |
| Arlington Trust Co LLC | 0.02% | No change | 546 | $82K |
| Fairscale Capital, LLC | 0.06% | No change | 519 | $81K |
| Bokf, NA | 0.00% | No change | 535 | $80K |
| MTM Investment Management, LLC | 0.03% | No change | 530 | $80K |
| Lanark Financial, Inc. | 0.01% | No change | 523 | $78K |
| Abound Wealth Management | 0.02% | Add +160.8% | 519 | $78K |
| Cornerstone Planning Group LLC | 0.01% | No change | 463 | $71K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 471 | $71K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 457 | $69K |
| Providence Capital Advisors, LLC | 0.01% | New | 456 | $69K |
| Quest 10 Wealth Builders, Inc. | 0.07% | Add +0.2% | 452 | $68K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 447 | $67K |
| Pacific Center for Financial Services | 0.02% | No change | 442 | $66K |
| Robinswood Financial LLC | 0.02% | No change | 434 | $65K |
| Matrix Private Capital Group LLC | 0.04% | No change | 400 | $60K |
| Activest Wealth Management | 0.01% | No change | 396 | $60K |
| Roxbury Financial LLC | 0.06% | Reduce -21.1% | 388 | $58K |
| Winch Advisory Services, LLC | 0.01% | No change | 384 | $58K |
| Bristlecone Advisors, LLC | 0.00% | New | 370 | $56K |
| Nemes Rush Group LLC | 0.01% | Add +13.6% | 352 | $53K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +7.1% | 345 | $52K |
| Hoese & Co LLP | 0.04% | No change | 333 | $50K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +19.9% | 332 | $50K |
| Parkside Financial Bank & Trust | 0.01% | No change | 320 | $48K |
| Asset Dedication, LLC | 0.00% | No change | 315 | $47K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 310 | $47K |
| Peachtree Investment Partners, LLC | 0.02% | Add +188.7% | 306 | $46K |
| LRI Investments, LLC | 0.00% | No change | 289 | $43K |
| GAMMA Investing LLC | 0.00% | No change | 289 | $43K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 284 | $43K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Reduce -2.1% | 284 | $43K |
| Wood Tarver Financial Group, LLC | 0.01% | Add +1.1% | 281 | $42K |
| Bogart Wealth, LLC | 0.00% | Add +56.2% | 278 | $42K |
| Signature Resources Capital Management, LLC | 0.03% | Reduce -38.7% | 276 | $42K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 268 | $40K |
| Vermillion Wealth Management, Inc. | 0.02% | No change | 263 | $40K |
| AdvisorNet Financial, Inc | 0.00% | No change | 250 | $38K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 250 | $38K |
| Breakwater Investment Management | 0.01% | No change | 245 | $37K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 244 | $37K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 229 | $34K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 211 | $32K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.0% | 206 | $31K |
| Tucker Asset Management LLC | 0.01% | No change | 193 | $29K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +15.6% | 193 | $29K |
| National Bank of Canada | 0.00% | Reduce -58.9% | 185 | $28K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 174 | $27K |
| Mechanics Financial Corp | 0.01% | No change | 179 | $27K |
| Archer Investment Corp | 0.01% | No change | 176 | $26K |
| IAG Wealth Partners, LLC | 0.00% | No change | 169 | $25K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 165 | $25K |
| Simplex Trading, LLC | 0.00% | Add +110.8% | 156 | $23K |
| Global Wealth Strategies & Associates | 0.01% | No change | 150 | $23K |
| Evolution Wealth Management Inc. | 0.03% | — | 149 | $22K |
| Sittner & Nelson, LLC | 0.01% | No change | 148 | $22K |
| TD Capital Management LLC | 0.00% | No change | 144 | $22K |
| Total Investment Management Inc. | 0.00% | New | 141 | $21K |
| Angeles Wealth Management, LLC | 0.00% | No change | 141 | $21K |
| AllSquare Wealth Management LLC | 0.01% | No change | 139 | $21K |
| Richards, Merrill & Peterson, Inc. | 0.01% | New | 132 | $20K |
| Eastern Bank | 0.00% | New | 132 | $20K |
| Creative Financial Designs Inc. | 0.00% | No change | 131 | $20K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 128 | $19K |
| Ameriflex Group, Inc. | 0.01% | No change | 125 | $19K |
| GoalVest Advisory LLC | 0.00% | New | 123 | $18K |
| Millstone Evans Group, LLC | 0.01% | No change | 117 | $18K |
| Clean Yield Group | 0.01% | No change | 117 | $18K |
| Crews Bank & Trust | 0.00% | No change | 114 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 107 | $16K |
| Sherman Asset Management, Inc. | 0.01% | No change | 106 | $16K |
| Front Row Advisors LLC | 0.01% | No change | 104 | $16K |
| Arcadia Investment Management Corp. | 0.00% | No change | 100 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 89 | $13K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 88 | $13K |
| Chapman Financial Group, LLC | 0.01% | — | 86 | $13K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 72 | $11K |
| TFC Financial Management, Inc. | 0.00% | No change | 71 | $11K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -86.9% | 69 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 67 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 67 | $10K |
| City Holding Co. | 0.00% | No change | 60 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 58 | $9K |
| BNP Paribas Financial Markets | 0.00% | New | 46 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $7K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 40 | $6K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 39 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 36 | $5K |
| Alerus Financial NA | 0.00% | New | 31 | $5K |
| City State Bank | 0.00% | No change | 30 | $5K |
| Integrity Financial Corp | 0.00% | No change | 28 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 26 | $4K |
| Realta Investment Advisors | 0.00% | Reduce -86.3% | 22 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | Add +22.2% | 22 | $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 |
| Legacy Investment Solutions, LLC | 0.00% | — | 19 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -20.8% | 19 | $3K |
| Colonial Trust Advisors | 0.00% | No change | 17 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 16 | $2K |
| HighMark Wealth Management LLC | 0.00% | New | 11 | $2K |
| Kilter Group LLC | 0.00% | New | 8 | $1K |
| Copia Wealth Management | 0.00% | No change | 8 | $1K |
| Transce3nd, LLC | 0.00% | No change | 8 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 7 | $1K |
| Delta Asset Management LLC | 0.00% | No change | 5 | $777 |
| Logan Capital Management Inc. | 0.00% | No change | 4 | $602 |
| Midwest Capital Advisors, LLC | 0.00% | New | 3 | $451 |
"% 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.