iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q3 2025 (September 30)821holders +26
67new positions
38sold out
6famous investors
$164.65avg. 13F price*
At the end of Q3 2025, 821 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 26 from Q2 2025. 67 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($6.9B), LPL Financial LLC ($2.3B) and Morgan Stanley ($2.3B). 6 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $94.9M |
| Exits | 38 | $104.0M |
All 13F filers, Q2 2025 → Q3 2025: 2,528,297 shares bought and 4,889,922 shares sold, net −2,361,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 821 holders
| Bank of America Corp. | 0.51% | Reduce -4.2% | 41,653,716 | $6.9B |
| LPL Financial LLC | 0.67% | Add +2.9% | 14,033,355 | $2.3B |
| Morgan Stanley | 0.14% | Reduce -0.2% | 14,020,198 | $2.3B |
| Jones Financial Companies LLLP | 0.58% | Reduce -15.1% | 5,232,290 | $854.8M |
| Envestnet Asset Management Inc. | 0.11% | Add +9.8% | 2,250,952 | $370.4M |
| Blue Trust, Inc. | 3.54% | Reduce -3.0% | 1,916,000 | $315.3M |
| JPMorgan Chase & Co. | 0.02% | Add +6.4% | 1,606,944 | $264.4M |
| Merit Financial Group, LLC | 2.14% | Reduce -8.3% | 1,412,197 | $232.4M |
| Raymond James Financial Inc. | 0.07% | Reduce -0.0% | 1,315,663 | $216.5M |
| UBS Group AG | 0.04% | Reduce -5.3% | 1,196,300 | $196.8M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -3.3% | 1,150,148 | $189.2M |
| Wells Fargo & Company | 0.04% | Reduce -2.9% | 1,081,133 | $177.9M |
| Royal Bank of Canada | 0.03% | Add +2.1% | 1,055,114 | $173.6M |
| PNC Financial Services Group, Inc. | 0.09% | Add +10.3% | 865,743 | $142.4M |
| Kestra Investment Management, LLC | 3.56% | Add +8.6% | 805,325 | $132.5M |
| Natixis Advisors, LLC | 0.19% | Add +12.4% | 772,818 | $127.2M |
| Facet Wealth, Inc. | 2.48% | Add +2.9% | 727,931 | $119.8M |
| FMR LLC | 0.01% | Reduce -1.1% | 700,410 | $115.2M |
| Benjamin Edwards Inc. | 1.26% | Add +3.3% | 677,124 | $111.4M |
| Cetera Investment Advisers | 0.12% | Add +50.4% | 625,090 | $102.9M |
| HighTower Advisors, LLC | 0.11% | Add +0.3% | 568,434 | $93.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +1.6% | 505,397 | $83.2M |
| Citizens Financial Group Inc. | 1.07% | Reduce -1.6% | 475,926 | $78.3M |
| Ameriprise Financial Inc. | 0.02% | Add +1.4% | 465,894 | $76.8M |
| Allworth Financial LP | 0.33% | Reduce -3.2% | 446,824 | $73.5M |
| Osaic Holdings, Inc. | 0.10% | Add +1.0% | 447,507 | $70.9M |
| Madison Wealth Partners, Inc | 12.79% | Reduce -3.7% | 392,985 | $64.7M |
| FIL Ltd | 0.05% | Reduce -10.6% | 367,610 | $60.5M |
| Modera Wealth Management, LLC | 0.70% | Reduce -3.8% | 365,243 | $60.1M |
| Legacy Financial Group LLC | 7.72% | Reduce -0.6% | 358,452 | $59.0M |
| CX Institutional | 1.79% | Reduce -22.4% | 357,572 | $58.8M |
| Principal Securities, Inc. | 0.95% | Add +14.4% | 348,963 | $57.4M |
| Tennessee Valley Asset Management Partners | 7.67% | New | 343,509 | $56.5M |
| Cardinal Strategic Wealth Guidance | 14.72% | Reduce -0.5% | 332,687 | $54.7M |
| Tanglewood Legacy Advisors, LLC | 20.28% | Add +1.6% | 319,082 | $52.5M |
| Howe & Rusling Inc. | 3.55% | Reduce -1.5% | 314,448 | $51.7M |
| Blair William & Co. | 0.13% | Add +9.6% | 300,707 | $49.5M |
| Aurdan Capital Management, LLC | 14.31% | Reduce -4.8% | 273,421 | $45.0M |
| Equitable Holdings, Inc. | 0.32% | Add +6.0% | 267,146 | $44.0M |
| DDFG, Inc | 10.02% | Reduce -0.0% | 263,764 | $43.4M |
| Corient Private Wealth LP | 0.07% | Add +13.8% | 261,173 | $43.0M |
| Veracity Capital LLC | 13.34% | Add +2.4% | 252,005 | $41.5M |
| Charles Schwab Trust Co | 2.80% | Add +0.1% | 250,547 | $41.2M |
| Hilltop Wealth Advisors, LLC | 20.70% | Add +0.1% | 241,374 | $39.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -2.1% | 235,892 | $38.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.5% | 233,904 | $38.5M |
| Private Advisor Group, LLC | 0.17% | Add +4.1% | 213,270 | $35.1M |
| Atlantic Union Bankshares Corp | 0.66% | Reduce -4.6% | 212,756 | $35.0M |
| Valmark Advisers, Inc. | 0.44% | Reduce -0.1% | 204,385 | $33.6M |
| SCS Capital Management LLC | 0.37% | Reduce -6.5% | 203,954 | $33.6M |
| Aspen Wealth Management LLC | 7.35% | Reduce -1.7% | 201,262 | $33.1M |
| Kestra Advisory Services, LLC | 0.15% | Add +16.6% | 200,947 | $33.1M |
| Cutler Investment Counsel LLC | 3.40% | Add +2.0% | 197,105 | $32.4M |
| MML Investors Services, LLC | 0.09% | Reduce -6.7% | 197,015 | $32.4M |
| Voisard Asset Management Group, Inc. | 7.38% | Add +7.2% | 193,691 | $31.9M |
| Strategies Wealth Advisors, LLC | 3.10% | Reduce -11.5% | 181,327 | $29.8M |
| Focus Partners Wealth | 0.05% | Reduce -3.0% | 180,704 | $29.7M |
| ForthRight Wealth Management, LLC | 8.60% | Reduce -0.7% | 179,898 | $29.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -21.4% | 170,729 | $28.1M |
| Waldron Private Wealth LLC | 1.11% | Reduce -8.2% | 166,664 | $27.4M |
| Sanctuary Advisors, LLC | 0.15% | Add +8.7% | 154,575 | $25.4M |
| Petix & Botte Co | 5.61% | Reduce -7.5% | 147,657 | $24.3M |
| Atria Investments, Inc | 0.28% | Add +0.8% | 146,652 | $24.1M |
| Spire Wealth Management | 0.81% | Reduce -6.3% | 144,879 | $23.8M |
| Hudock, Inc. | 3.49% | Reduce -2.3% | 139,805 | $23.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.1% | 139,409 | $22.9M |
| Curi Capital, LLC | 0.41% | Add +138.0% | 135,752 | $22.3M |
| Stifel Financial Corp. | 0.02% | Add +0.5% | 135,258 | $22.3M |
| Doliver Advisors, LP | 5.73% | Reduce -4.2% | 134,622 | $22.2M |
| NBT Bank, N.A. | 1.42% | Reduce -99.9% | 165 | $21.8M |
| Integrated Wealth Concepts LLC | 0.19% | Add +3.1% | 131,863 | $21.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +5.2% | 130,345 | $21.4M |
| NorthStar Asset Management LLC | 10.24% | Add +2.3% | 130,009 | $21.4M |
| Allianz Asset Management GmbH | 0.03% | Add +7.6% | 127,995 | $21.1M |
| Mascoma Wealth Management LLC | 4.45% | Reduce -2.2% | 122,569 | $20.2M |
| Elevation Wealth Partners, LLC | 7.21% | Add +0.9% | 121,754 | $20.0M |
| Birchcreek Wealth Management, LLC | 10.24% | Add +2.8% | 120,474 | $19.8M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -0.3% | 116,472 | $19.2M |
| Founders Financial Securities LLC | 1.21% | Add +11.3% | 108,508 | $17.9M |
| Goldstone Financial Group, LLC | 2.11% | Add +4.0% | 108,178 | $17.8M |
| Empowered Funds, LLC | 0.18% | New | 108,123 | $17.8M |
| Horizon Investments, LLC | 0.23% | Add +12.0% | 107,845 | $17.7M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +3.6% | 105,677 | $17.4M |
| Roberts Financial Services LLC | 5.54% | Reduce -13.1% | 104,237 | $17.2M |
| Truist Financial Corp. | 0.02% | Add +11.9% | 103,355 | $17.0M |
| Canvas Wealth Advisors, LLC | 3.04% | Reduce -9.3% | 101,252 | $16.7M |
| PCA Investment Advisory Services Inc. | 6.13% | Add +8.4% | 100,729 | $16.6M |
| BlackRock, Inc. | 0.00% | Add +12.1% | 100,574 | $16.5M |
| Richard W. Paul & Associates, LLC | 5.59% | Add +0.2% | 99,604 | $16.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.0% | 91,515 | $15.1M |
| Fortress Financial Group, LLC | 11.52% | Add +1.2% | 91,347 | $15.0M |
| IHT Wealth Management, LLC | 0.37% | Add +3.4% | 89,607 | $14.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -2.5% | 89,550 | $14.7M |
| Financial Council, LLC | 6.31% | Reduce -0.2% | 86,408 | $14.2M |
| Vantage Financial Partners, LLC | 2.98% | Add +2.1% | 86,002 | $14.2M |
| Main Street Financial Solutions, LLC | 0.88% | Add +3.0% | 83,755 | $13.8M |
| Captrust Financial Advisors | 0.03% | Reduce -0.5% | 80,277 | $13.2M |
| Brio Consultants, LLC | 1.82% | Reduce -1.9% | 80,183 | $13.2M |
| Cosner Financial Group, LLC | 6.91% | Reduce -0.4% | 78,098 | $12.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -10.0% | 77,313 | $12.7M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +0.1% | 77,084 | $12.7M |
| Ironwood Wealth Management, Inc. | 5.79% | Reduce -11.4% | 78,419 | $12.6M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -3.1% | 75,648 | $12.4M |
| VestGen Advisors, LLC | 0.41% | Reduce -0.1% | 75,421 | $12.4M |
| Creative Planning | 0.01% | Reduce -0.3% | 74,778 | $12.3M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -3.3% | 73,782 | $12.1M |
| Comerica Bank | 0.05% | Reduce -1.4% | 72,987 | $12.0M |
| BOS Asset Management, LLC | 3.35% | Reduce -1.3% | 71,862 | $11.8M |
| Stevens Capital Partners | 3.45% | Add +7.6% | 70,175 | $11.5M |
| Savant Capital, LLC | 0.07% | Reduce -3.8% | 69,994 | $11.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +101.8% | 69,245 | $11.4M |
| Quent Capital, LLC | 0.94% | Reduce -4.8% | 68,210 | $11.2M |
| Global Strategic Investment Solutions, LLC | 1.10% | Reduce -1.5% | 66,710 | $11.0M |
| Independence Financial Advisors, LLC | 3.27% | Reduce -12.1% | 65,217 | $10.7M |
| IFG Advisory, LLC | 0.48% | Add +5.5% | 64,619 | $10.6M |
| Foundry Financial Group, Inc. | 5.51% | Add +55.4% | 63,729 | $10.5M |
| Mariner, LLC | 0.01% | Add +0.7% | 61,246 | $10.1M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -9.2% | 60,850 | $10.0M |
| Elevation Capital Advisory, LLC | 3.91% | Add +153.8% | 59,514 | $9.8M |
| Cresset Asset Management, LLC | 0.04% | Reduce -3.1% | 58,429 | $9.6M |
| TD Private Client Wealth LLC | 0.21% | Add +2.3% | 56,725 | $9.3M |
| Gallagher Fiduciary Advisors, LLC | 0.33% | Reduce -61.2% | 54,654 | $9.0M |
| &partners | 0.06% | Add +186.6% | 54,380 | $9.0M |
| Motive Wealth Advisors | 3.70% | Reduce -3.4% | 52,184 | $8.6M |
| Legacy Solutions, LLC | 7.56% | Reduce -2.2% | 51,096 | $8.4M |
| Spectrum Wealth Advisory Group, LLC | 3.44% | Reduce -0.3% | 50,644 | $8.3M |
| Perigon Wealth Management, LLC | 0.17% | Reduce -0.5% | 50,455 | $8.3M |
| Bawa N Mallick Trust | 3.12% | Add +0.1% | 50,164 | $8.3M |
| Seven Springs Wealth Group, LLC | 2.00% | Add +22.4% | 49,420 | $8.1M |
| AAFMAA Wealth Management & Trust LLC | 3.12% | Add +0.3% | 47,742 | $7.9M |
| Phoenix Wealth Advisors | 2.95% | Reduce -0.4% | 46,599 | $7.7M |
| Endowment Wealth Management, Inc. | 3.45% | Add +11.2% | 46,147 | $7.6M |
| NewEdge Advisors, LLC | 0.03% | Add +4.4% | 46,042 | $7.6M |
| Thoroughbred Financial Services, LLC | 0.46% | Reduce -2.3% | 45,524 | $7.5M |
| Transatlantique Private Wealth LLC | 2.42% | Add +7.2% | 45,002 | $7.4M |
| Cwm, LLC | 0.02% | Reduce -7.0% | 44,189 | $7.3M |
| Amplius Wealth Advisors, LLC | 0.62% | Reduce -63.3% | 43,598 | $7.2M |
| Investment Advisory Services Inc. /TX | 2.21% | Add +2.5% | 42,714 | $7.0M |
| Merkkuri Wealth Advisors LLC | 4.99% | Add +1.7% | 41,829 | $6.9M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +47.1% | 40,927 | $6.7M |
| RFG Advisory, LLC | 0.14% | Add +0.3% | 39,792 | $6.5M |
| Able Wealth Management LLC | 2.42% | Reduce -1.2% | 39,080 | $6.4M |
| Coldstream Capital Management Inc. | 0.09% | Add +2.0% | 38,857 | $6.4M |
| Global Retirement Partners, LLC | 0.14% | Add +3.4% | 38,375 | $6.3M |
| Westwood Holdings Group Inc. | 0.05% | Reduce -1.3% | 37,940 | $6.2M |
| Vident Advisory, LLC | 0.06% | Add +4.2% | 37,336 | $6.1M |
| Old Mission Investment Co LLC | 1.49% | Add +14.1% | 37,185 | $6.1M |
| Bank of Montreal | 0.00% | Add +11.6% | 36,674 | $6.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -19.1% | 36,501 | $6.0M |
| First Heartland Consultants, Inc. | 0.48% | Reduce -1.1% | 36,492 | $6.0M |
| 1900 Wealth Management LLC | 0.40% | Reduce -5.4% | 35,593 | $5.9M |
| Cornerstone Advisory, LLC | 0.56% | Add +0.8% | 34,883 | $5.7M |
| Lido Advisors, LLC | 0.02% | Reduce -10.3% | 34,360 | $5.7M |
| Parsons Capital Management Inc. | 0.32% | Reduce -0.2% | 34,303 | $5.6M |
| Deutsche Bank AG | 0.00% | Add +89.2% | 33,933 | $5.6M |
| Garde Capital, Inc. | 0.28% | Add +1.6% | 33,909 | $5.6M |
| D.A. Davidson & Co. | 0.03% | Add +1.4% | 32,345 | $5.3M |
| McDonald Partners LLC | 1.57% | No change | 32,033 | $5.3M |
| M&T Bank Corp | 0.02% | Reduce -2.5% | 31,630 | $5.2M |
| Essex Financial Services, Inc. | 0.30% | Reduce -0.5% | 30,569 | $5.0M |
| Stonebridge Financial Planning Group, LLC | 1.88% | Reduce -0.0% | 30,390 | $5.0M |
| Windward Private Wealth Management Inc. | 1.72% | Reduce -4.8% | 30,375 | $5.0M |
| Tiaa Trust, National Association | 0.01% | Add +2.6% | 29,963 | $4.9M |
| Rooted Wealth Advisors, Inc. | 1.50% | Add +3.1% | 29,816 | $4.9M |
| Knightsbridge Asset Management, LLC | 0.83% | Add +30.4% | 29,689 | $4.9M |
| WealthShield Partners, LLC | 0.55% | Reduce -0.2% | 29,324 | $4.8M |
| Flagship Private Wealth, LLC | 1.92% | Add +4.2% | 29,049 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.0% | 28,987 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -5.7% | 28,823 | $4.7M |
| Cornell Pochily Investment Advisors, Inc. | 1.41% | Add +4.7% | 28,789 | $4.7M |
| Neumann Capital Management, LLC | 1.35% | Add +0.3% | 27,977 | $4.6M |
| Aspiriant, LLC | 0.14% | No change | 27,787 | $4.6M |
| Greenline Partners, LLC | 0.55% | No change | 27,574 | $4.5M |
| US Bancorp \de | 0.01% | Reduce -9.1% | 27,095 | $4.5M |
| JMG Financial Group, Ltd. | 0.12% | Add +0.5% | 26,307 | $4.3M |
| RFG - Bristol Wealth Advisors, LLC | 1.24% | Reduce -72.3% | 26,144 | $4.3M |
| Midwest Trust Co | 0.05% | Reduce -1.6% | 25,589 | $4.2M |
| Renaissance Technologies | 0.01% | Add +232.9% | 25,300 | $4.2M |
| Western Wealth Management, LLC | 0.22% | Add +0.0% | 24,975 | $4.1M |
| HB Wealth Management, LLC | 0.03% | Add +6.6% | 24,877 | $4.1M |
| Columbus Macro, LLC | 0.47% | Reduce -24.6% | 24,842 | $4.1M |
| Omega Financial Group, LLC | 1.36% | Add +0.5% | 24,536 | $4.0M |
| New Wave Wealth Advisors LLC | 1.57% | Reduce -9.4% | 24,464 | $4.0M |
| CENTRAL TRUST Co | 0.08% | Add +1.7% | 24,442 | $4.0M |
| Golden State Wealth Management, LLC | 0.44% | Reduce -3.8% | 24,214 | $4.0M |
| Capital Investment Advisory Services, LLC | 0.32% | Reduce -7.8% | 24,211 | $4.0M |
| Stokes Family Office, LLC | 0.37% | Add +5.6% | 23,552 | $3.9M |
| Americana Partners, LLC | 0.11% | Reduce -36.2% | 22,877 | $3.8M |
| Independent Financial Group, LLC | 0.09% | Reduce -3.9% | 22,847 | $3.8M |
| Colorado Capital Management, Inc. | 1.45% | Reduce -3.3% | 22,710 | $3.7M |
| William Howard & Co Financial Advisors Inc | 3.16% | No change | 22,566 | $3.7M |
| Bailard, Inc. | 0.08% | Reduce -2.0% | 21,585 | $3.6M |
| Evoke Wealth, LLC | 0.07% | No change | 21,075 | $3.5M |
| Valpey Financial Services, LLC | 2.27% | Reduce -5.7% | 21,059 | $3.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.6% | 20,959 | $3.4M |
| Citadel Advisors | 0.00% | New | 20,896 | $3.4M |
| Caliber Wealth Management, LLC / KS | 0.38% | Reduce -6.0% | 20,659 | $3.4M |
| Ieq Capital, LLC | 0.01% | Reduce -12.4% | 20,461 | $3.4M |
| Eagle Strategies LLC | 0.45% | Reduce -4.0% | 20,230 | $3.3M |
| Bulwark Capital Corp | 2.57% | Reduce -0.3% | 20,101 | $3.3M |
| Beam Wealth Advisors, Inc. | 0.90% | Reduce -18.1% | 20,068 | $3.3M |
| Sunbelt Securities, Inc. | 0.22% | Add +154.0% | 19,397 | $3.2M |
| Legacy Private Trust Co. | 0.19% | No change | 19,300 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +92.5% | 19,295 | $3.2M |
| Private Trust Co. NA | 0.28% | Reduce -0.7% | 19,083 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -9.4% | 19,057 | $3.1M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -5.4% | 18,816 | $3.1M |
| Northern Trust Corp. | 0.00% | Reduce -10.1% | 18,245 | $3.0M |
| Transcend Capital Advisors, LLC | 0.21% | Add +9.5% | 18,146 | $3.0M |
| Park Avenue Securities LLC | 0.02% | Add +4.2% | 18,121 | $3.0M |
| Win Advisors, Inc. | 1.44% | Reduce -62.5% | 17,951 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Add +4.8% | 17,733 | $2.9M |
| Matauro, LLC | 0.46% | Add +0.0% | 17,649 | $2.9M |
| Quantinno Capital Management LP | 0.01% | No change | 17,435 | $2.9M |
| TriaGen Wealth Management LLC | 0.74% | Reduce -0.4% | 17,133 | $2.8M |
| Cahill Financial Advisors Inc. | 0.32% | Add +0.3% | 16,959 | $2.8M |
| Planning Directions Inc. | 1.45% | Reduce -2.0% | 16,912 | $2.8M |
| Sovereign Financial Group, Inc. | 0.52% | Reduce -1.4% | 16,846 | $2.8M |
| Jamison Private Wealth Management, Inc. | 0.36% | Add +0.3% | 16,780 | $2.8M |
| PFG Advisors | 0.11% | New | 16,689 | $2.7M |
| Caprock Group, LLC | 0.07% | — | 17,444 | $2.7M |
| Watchman Group, Inc. | 0.65% | Reduce -2.0% | 16,275 | $2.7M |
| MIdWestOne Financial Group, Inc. | 0.32% | No change | 16,017 | $2.6M |
| Hollencrest Capital Management | 0.09% | No change | 15,679 | $2.6M |
| Sterling Investment Counsel, LLC | 0.82% | Add +32.4% | 15,590 | $2.6M |
| Gotham Asset Management | 0.01% | Add +16.4% | 15,582 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +61.4% | 14,924 | $2.5M |
| Kingsview Wealth Management, LLC | 0.04% | Add +12.2% | 14,773 | $2.4M |
| Ackerman Capital Advisors, LLC | 0.51% | Reduce -3.7% | 14,723 | $2.4M |
| Columbia Advisory Partners LLC | 1.67% | No change | 14,656 | $2.4M |
| Ameritas Advisory Services, LLC | 0.16% | Add +239.8% | 14,601 | $2.4M |
| Sigma Planning Corp | 0.07% | Reduce -0.6% | 14,575 | $2.4M |
| Trek Financial, LLC | 0.14% | Add +8.7% | 14,130 | $2.3M |
| Provenance Wealth Advisors, LLC | 0.29% | Reduce -3.0% | 13,830 | $2.3M |
| Summit Financial, LLC | 0.03% | Add +9.7% | 13,604 | $2.2M |
| Brighton Jones LLC | 0.05% | Reduce -2.3% | 12,941 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.1% | 12,753 | $2.1M |
| Litman Gregory Wealth Management LLC | 0.15% | No change | 12,352 | $2.0M |
| Clarius Group, LLC | 0.12% | No change | 12,300 | $2.0M |
| IFS Group,LLC | 1.76% | — | 12,137 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +0.5% | 12,185 | $2.0M |
| Clearstead Advisors, LLC | 0.03% | No change | 12,174 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +11.2% | 12,109 | $2.0M |
| Farther Finance Advisors, LLC | 0.03% | Add +9.8% | 11,956 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.0% | 11,672 | $1.9M |
| Liberty One Investment Management, LLC | 0.11% | Reduce -3.7% | 11,481 | $1.9M |
| Becker Capital Management Inc. | 0.05% | Reduce -3.4% | 11,375 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +0.9% | 11,206 | $1.8M |
| Glenmede Investment Management, LP | 0.01% | Add +53.1% | 11,014 | $1.8M |
| Uptick Partners, LLC | 0.47% | Reduce -0.9% | 10,791 | $1.8M |
| Topel & Distasi Wealth Management, LLC | 0.86% | No change | 10,645 | $1.8M |
| Darden Wealth Group Inc | 0.92% | Reduce -4.7% | 10,638 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.0% | 10,619 | $1.7M |
| Bleakley Financial Group, LLC | 0.04% | Add +1.6% | 10,581 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.5% | 10,557 | $1.7M |
| GSG Advisors LLC | 0.46% | Reduce -0.3% | 10,500 | $1.7M |
| Cim, LLC | 0.22% | Reduce -1.1% | 10,285 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.26% | Reduce -13.6% | 10,236 | $1.7M |
| Presilium Private Wealth, LLC | 0.32% | Reduce -11.8% | 10,176 | $1.7M |
| NewEdge Wealth, LLC | 0.02% | Add +26.4% | 9,936 | $1.7M |
| Hubbell Strickland Wealth Management, LLC | 0.69% | Reduce -0.3% | 10,133 | $1.7M |
| Keystone Financial Group | 0.13% | Add +0.5% | 9,938 | $1.6M |
| Morris Financial Concepts, Inc. | 0.58% | Add +0.7% | 9,838 | $1.6M |
| Perennial Investment Advisors, LLC | 0.13% | Add +4.1% | 9,766 | $1.6M |
| Heritage Wealth Management, Inc. | 1.09% | No change | 9,735 | $1.6M |
| Trilogy Capital Inc. | 0.07% | Reduce -4.3% | 9,630 | $1.6M |
| Patten & Patten Inc. | 0.09% | Add +165.9% | 9,610 | $1.6M |
| Robinson Smith Wealth Advisors LLC | 1.13% | No change | 9,542 | $1.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.46% | Add +0.1% | 9,487 | $1.6M |
| Commerce Bank | 0.01% | Reduce -4.0% | 9,471 | $1.6M |
| YHB Investment Advisors, Inc. | 0.11% | Reduce -9.5% | 9,341 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -20.3% | 9,192 | $1.5M |
| Sweeney & Michel, LLC | 0.51% | Add +0.1% | 9,322 | $1.5M |
| Symphony Financial, Ltd. Co. | 0.18% | Reduce -2.9% | 9,064 | $1.5M |
| Parallel Advisors, LLC | 0.03% | No change | 8,948 | $1.5M |
| American State Bank (Iowa) | 0.75% | Reduce -2.9% | 8,920 | $1.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.49% | Add +0.1% | 8,592 | $1.5M |
| Talisman Wealth Advisors LLC | 1.21% | Add +1.2% | 8,848 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +1.5% | 8,776 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Reduce -0.9% | 8,756 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Reduce -51.0% | 8,619 | $1.4M |
| Benchmark Financial Wealth Advisors, LLC | 0.43% | Add +1.2% | 8,607 | $1.4M |
| Investors Research Corp | 0.26% | Add +5.7% | 8,531 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.10% | Add +0.9% | 8,501 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +7.1% | 8,333 | $1.4M |
| VAUGHAN & Co SECURITIES, INC. | 0.73% | Reduce -0.9% | 8,322 | $1.4M |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | Add +0.0% | 7,998 | $1.4M |
| Wealth Management Partners, LLC | 0.43% | Reduce -0.3% | 8,301 | $1.4M |
| Johnson Financial Group, Inc. | 0.05% | Add +3.2% | 8,219 | $1.4M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -10.9% | 7,910 | $1.4M |
| Prosperity Consulting Group, LLC | 0.07% | No change | 8,107 | $1.3M |
| Moneco Advisors, LLC | 0.11% | Add +5.5% | 8,072 | $1.3M |
| Moment Partners, LLC | 0.23% | Reduce -3.6% | 8,038 | $1.3M |
| Nikulski Financial, Inc. | 0.33% | Reduce -12.5% | 8,033 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +9.4% | 7,986 | $1.3M |
| Diversified Enterprises, LLC | 0.09% | Add +7.2% | 7,970 | $1.3M |
| Summit Wealth Partners, LLC | 0.24% | Add +14.1% | 7,937 | $1.3M |
| Innovative Wealth Building LLC | 1.01% | Add +2.0% | 7,909 | $1.3M |
| Catalyst Private Wealth, LLC | 0.57% | Reduce -7.0% | 7,872 | $1.3M |
| Zions Bancorporation, National Association | 0.06% | No change | 7,806 | $1.3M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -0.1% | 7,678 | $1.3M |
| Grey Fox Wealth Advisors, LLC | 0.26% | Reduce -6.1% | 7,641 | $1.3M |
| Burns Matteson Capital Management, LLC | 0.53% | Reduce -2.8% | 7,635 | $1.3M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | No change | 7,605 | $1.3M |
| Citigroup Inc. | 0.00% | Add +4.3% | 7,555 | $1.2M |
| One Day In July LLC | 0.10% | Add +12.5% | 7,334 | $1.2M |
| Coordinated Financial Services, Inc. | 0.78% | Reduce -10.0% | 7,307 | $1.2M |
| Venture Visionary Partners LLC | 0.04% | Reduce -3.7% | 7,235 | $1.2M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -6.3% | 7,231 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 7,222 | $1.2M |
| Magnolia Capital Advisors LLC | 0.31% | Reduce -3.7% | 7,112 | $1.2M |
| St. Clair Advisors, LLC | 0.31% | No change | 7,047 | $1.2M |
| Inscription Capital, LLC | 0.12% | Add +0.4% | 7,031 | $1.2M |
| Ullmann Wealth Partners Group, LLC | 0.13% | Add +0.0% | 7,029 | $1.2M |
| TL Private Wealth | 0.46% | Add +0.1% | 7,014 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.26% | Add +0.0% | 6,993 | $1.2M |
| Graney & King, LLC | 0.79% | Reduce -0.3% | 6,976 | $1.1M |
| Twelve Points Wealth Management LLC | 0.28% | Reduce -10.8% | 6,946 | $1.1M |
| Barnes Dennig Private Wealth Management LLC | 1.21% | Add +5.1% | 6,824 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +50.6% | 6,671 | $1.1M |
| Bearing Point Capital, LLC | 0.19% | No change | 6,700 | $1.1M |
| Weil Company, Inc. | 0.26% | No change | 6,636 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 6,606 | $1.1M |
| PFG Investments, LLC | 0.06% | Add +3.5% | 6,573 | $1.1M |
| MAI Capital Management | 0.01% | Add +2.4% | 6,509 | $1.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | No change | 6,507 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 6,497 | $1.1M |
| XML Financial, LLC | 0.09% | Add +1.4% | 6,488 | $1.1M |
| Axis Wealth Partners, LLC | 0.62% | Reduce -8.2% | 6,465 | $1.1M |
| Franklin Resources Inc. | 0.00% | No change | 6,417 | $1.1M |
| Richmond Investment Services, LLC | 0.20% | Add +25.4% | 6,400 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -87.3% | 6,370 | $1.0M |
| Triad Wealth Partners, LLC | 0.13% | New | 6,356 | $1.0M |
| Denver PWM, LLC | 0.33% | No change | 6,934 | $1.0M |
| TCTC Holdings, LLC | 0.03% | No change | 6,314 | $1.0M |
| Droms Strauss Advisors Inc. /Mo/ | 0.30% | Add +0.1% | 6,312 | $1.0M |
| Ulland Investment Advisors, LLC | 0.79% | Reduce -0.3% | 6,306 | $1.0M |
| Biondo Investment Advisors, LLC | 0.13% | Add +0.2% | 6,148 | $1.0M |
| NTV Asset Management LLC | 0.11% | New | 6,068 | $998K |
| Meridian Financial Advisors, LLC | 0.56% | Add +13.1% | 6,027 | $992K |
| Schmidt P J Investment Management Inc. | 0.16% | Add +0.3% | 6,017 | $990K |
| Verus Capital Partners, LLC | 0.08% | Add +2.3% | 6,011 | $989K |
| Empirical Asset Management, LLC | 0.27% | Add +0.0% | 5,894 | $970K |
| One Charles Private Wealth Services, LLC | 0.25% | No change | 5,885 | $968K |
| Kovack Advisors, Inc. | 0.09% | Reduce -4.9% | 5,838 | $961K |
| Visionary Wealth Advisors | 0.04% | Add +0.0% | 5,799 | $954K |
| Leavell Investment Management, Inc. | 0.04% | No change | 5,798 | $954K |
| Geneos Wealth Management Inc. | 0.02% | Add +14.4% | 5,751 | $946K |
| Insight Wealth Strategies, LLC | 0.11% | Add +0.1% | 5,740 | $944K |
| Mitchell Capital Management Co. | 0.16% | Add +2.9% | 5,729 | $943K |
| Asset Management Group, Inc. | 0.15% | Add +0.1% | 5,709 | $939K |
| Sapient Capital LLC | 0.01% | Add +3.7% | 5,731 | $939K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +0.9% | 5,654 | $930K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -3.4% | 5,643 | $929K |
| Mutual Advisors, LLC | 0.02% | Add +2.6% | 5,537 | $917K |
| AQR Capital Management | 0.00% | Reduce -19.6% | 5,561 | $915K |
| Betterment LLC | 0.00% | Add +6.0% | 5,552 | $914K |
| Consilio Wealth Advisors, LLC | 0.30% | No change | 5,542 | $912K |
| Allen Capital Group, LLC | 0.09% | Reduce -2.8% | 5,527 | $909K |
| FC Advisory LLC | 0.27% | No change | 5,520 | $908K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +4.1% | 5,358 | $891K |
| Nwam LLC | 0.05% | Add +55.8% | 5,382 | $891K |
| MidAtlantic Capital Management, Inc. | 0.61% | No change | 5,394 | $888K |
| Bedel Financial Consulting, Inc. | 0.11% | No change | 5,379 | $885K |
| Colonial Trust Co / SC | 0.12% | No change | 5,346 | $880K |
| Twin Focus Capital Partners, LLC | 0.11% | No change | 5,331 | $877K |
| Whalerock Point Partners, LLC | 0.18% | No change | 5,309 | $874K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Add +0.4% | 5,295 | $871K |
| Wealth Quarterback LLC | 0.33% | Reduce -11.0% | 5,200 | $856K |
| Meridian Wealth Management, LLC | 0.03% | Add +0.1% | 5,152 | $848K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.6% | 5,054 | $832K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.1% | 5,030 | $828K |
| Millington Financial Advisors, LLC | 0.40% | Add +0.1% | 5,026 | $827K |
| Hoxton Planning & Management, LLC | 0.26% | Reduce -2.3% | 5,004 | $823K |
| Simplicity Wealth,LLC | 0.05% | Add +53.0% | 4,987 | $821K |
| Forte Asset Management LLC | 0.39% | No change | 4,949 | $814K |
| Ascentis Wealth Management, LLC | 0.19% | Add +15.1% | 4,882 | $803K |
| Valeo Financial Advisors, LLC | 0.02% | Add +32.3% | 4,876 | $802K |
| Waterloo Capital, L.P. | 0.06% | Reduce -8.0% | 4,827 | $794K |
| Whittier Trust Co. | 0.01% | No change | 4,802 | $793K |
| GWN Securities Inc. | 0.18% | Reduce -5.2% | 4,774 | $787K |
| Calton & Associates, Inc. | 0.12% | Reduce -19.8% | 4,765 | $784K |
| Legacy Financial Advisors, Inc. | 0.11% | Reduce -0.7% | 4,756 | $783K |
| High Falls Advisors, Inc | 0.16% | No change | 4,744 | $781K |
| OneAscent Family Office, LLC | 0.63% | No change | 4,707 | $774K |
| Octavia Wealth Advisors, LLC | 0.08% | Add +2.0% | 4,694 | $772K |
| Bennett Selby Investments LP | 0.25% | Reduce -0.6% | 4,650 | $765K |
| GDS Wealth Management | 0.05% | Reduce -3.6% | 4,650 | $765K |
| Oak Ridge Investments LLC | 0.05% | Reduce -4.2% | 4,640 | $763K |
| Choreo, LLC | 0.01% | Reduce -31.4% | 4,601 | $757K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -1.3% | 4,595 | $756K |
| Sage Financial Management Group, Inc. | 0.24% | No change | 4,588 | $755K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -29.9% | 4,565 | $751K |
| RPG Investment Advisory, LLC | 0.09% | Add +1.6% | 4,538 | $747K |
| Victory Financial Group, LLC | 0.10% | Reduce -13.4% | 4,535 | $746K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.14% | Reduce -0.3% | 4,533 | $746K |
| Avior Wealth Management, LLC | 0.02% | Reduce -1.9% | 4,528 | $745K |
| Wealthspire Retirement, LLC | 0.05% | No change | 4,505 | $741K |
| Fourth Dimension Wealth, LLC | 0.28% | Add +4.5% | 4,496 | $740K |
| Empower Advisory Group, LLC | 0.00% | Add +0.7% | 4,481 | $737K |
| Weaver Consulting Group | 0.19% | Add +2.3% | 4,462 | $734K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.0% | 4,387 | $722K |
| Collective Family Office LLC | 0.17% | Reduce -4.7% | 4,381 | $721K |
| Kaizen Financial Strategies | 0.33% | Reduce -8.4% | 4,332 | $719K |
| Worth Financial Advisory Group, LLC | 0.40% | No change | 4,365 | $718K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.0% | 4,333 | $713K |
| Godshalk Welsh Capital Management, Inc. | 0.41% | No change | 4,315 | $710K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,275 | $703K |
| First American Trust, FSB | 0.05% | Reduce -58.2% | 4,270 | $703K |
| Boyd Wealth Management, LLC | 0.30% | Reduce -2.3% | 4,200 | $691K |
| Financial Partners Group, Inc | 0.09% | Add +11.6% | 4,196 | $690K |
| Elm Partners Management LLC | 0.03% | New | 4,175 | $687K |
| Calamos Wealth Management LLC | 0.03% | No change | 4,171 | $686K |
| PGIM Custom Harvest LLC | 0.01% | Add +9.8% | 4,168 | $686K |
| Tritonpoint Wealth, LLC | 0.06% | No change | 4,166 | $685K |
| Apollon Financial, LLC | 0.11% | Add +15.2% | 4,159 | $684K |
| Sterling Capital Management LLC | 0.01% | Reduce -10.3% | 4,153 | $683K |
| Libra Wealth LLC | 0.20% | No change | 4,133 | $680K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -49.5% | 4,098 | $674K |
| Three Bridge Wealth Advisors, LLC | 0.17% | Add +0.0% | 4,089 | $673K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -49.7% | 4,038 | $664K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 4,000 | $658K |
| Meridian Wealth Advisors, LLC | 0.09% | No change | 4,000 | $658K |
| Fiduciary Trust Co | 0.01% | No change | 3,994 | $657K |
| FourThought Financial Partners, LLC | 0.06% | No change | 3,977 | $654K |
| AlTi Global, Inc. | 0.02% | No change | 3,971 | $653K |
| ORG Partners LLC | 0.12% | Reduce -11.7% | 3,956 | $651K |
| Heritage Financial Services, LLC | 0.06% | No change | 3,953 | $650K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 3,887 | $640K |
| PMG Wealth Management, Inc. | 0.48% | Reduce -5.6% | 3,885 | $636K |
| Ancora Advisors LLC | 0.01% | Reduce -2.5% | 3,854 | $634K |
| StoneX Group Inc. | 0.03% | Add +0.2% | 3,843 | $632K |
| Melone Private Wealth, LLC | 0.29% | Reduce -15.7% | 3,833 | $631K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 3,818 | $628K |
| Madison Asset Management, LLC | 0.01% | Reduce -10.1% | 3,815 | $628K |
| Inspire Advisors, LLC | 0.06% | Add +26.1% | 3,794 | $624K |
| Bristlecone Advisors, LLC | 0.05% | Add +915.1% | 3,756 | $618K |
| Fielder Capital Group LLC | 0.14% | No change | 3,746 | $616K |
| Vanguard Group Inc. | 0.00% | Add +2.1% | 3,722 | $612K |
| Oarsman Capital, Inc. | 0.09% | Add +17.1% | 3,720 | $612K |
| Peak Planning Group, LLC | 0.32% | Reduce -19.1% | 3,694 | $608K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,679 | $605K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 3,678 | $605K |
| Greenwood Gearhart LLC | 0.03% | Reduce -9.1% | 3,618 | $595K |
| Advisors Capital Management, LLC | 0.01% | Reduce -3.9% | 3,612 | $594K |
| Bright Futures Wealth Management, LLC. | 0.46% | — | 3,538 | $582K |
| Twin Peaks Wealth Advisors, LLC | 0.20% | No change | 3,531 | $581K |
| Linscomb Wealth, Inc. | 0.03% | No change | 3,526 | $580K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -1.9% | 3,522 | $577K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.8% | 3,499 | $576K |
| First City Capital Management, Inc. | 0.31% | No change | 3,439 | $566K |
| AE Wealth Management LLC | 0.00% | Reduce -88.2% | 3,439 | $566K |
| Intrua Financial, LLC | 0.07% | New | 3,437 | $566K |
| DAVENPORT & Co LLC | 0.00% | Add +1.3% | 3,419 | $563K |
| Peterson Wealth Advisors, LLC | 0.08% | Reduce -0.3% | 3,396 | $560K |
| DGS Capital Management, LLC | 0.10% | Reduce -1.7% | 3,392 | $558K |
| St Germain D J Co. Inc. | 0.02% | No change | 3,387 | $557K |
| Norden Group LLC | 0.06% | No change | 3,360 | $553K |
| Adapt Wealth Advisors, LLC | 0.20% | No change | 3,328 | $548K |
| Monument Capital Management | 0.14% | No change | 3,311 | $545K |
| Brueske Advisory Services, LLC | 0.29% | Add +0.6% | 3,276 | $539K |
| Altfest L J & Co. Inc. | 0.06% | No change | 3,243 | $534K |
| Investor's Fiduciary Advisor Network, LLC | 0.18% | Reduce -0.5% | 3,225 | $530K |
| Paulson Wealth Management Inc. | 0.13% | No change | 3,221 | $530K |
| Watts Gwilliam & Co., LLC | 0.09% | No change | 3,215 | $529K |
| Joel Isaacson & Co., LLC | 0.02% | Add +10.4% | 3,204 | $527K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 3,200 | $527K |
| Magnus Financial Group LLC | 0.04% | No change | 3,198 | $526K |
| Potentia Wealth | 0.20% | No change | 3,137 | $516K |
| Neuberger Berman Group LLC | 0.00% | Reduce -18.0% | 3,134 | $516K |
| Connecticut Wealth Management, LLC | 0.02% | Add +56.1% | 3,122 | $514K |
| Trust Co. of Vermont | 0.02% | No change | 3,098 | $510K |
| Novem Group | 0.06% | No change | 3,086 | $508K |
| United Advisor Group, LLC | 0.07% | Reduce -3.9% | 3,069 | $505K |
| Everstar Asset Management, LLC | 0.29% | Add +2.9% | 3,067 | $505K |
| Anchor Investment Management, LLC | 0.04% | No change | 3,061 | $504K |
| GC Wealth Management RIA, LLC | 0.02% | Add +109.4% | 3,007 | $495K |
| Hoey Investments, Inc. | 0.07% | No change | 3,000 | $494K |
| Colonial River Investments, LLC | 0.18% | Add +69.2% | 2,993 | $493K |
| M1 Capital Management LLC | 0.21% | Reduce -7.5% | 2,968 | $488K |
| NorthCoast Asset Management LLC | 0.00% | Add +4.5% | 2,966 | $488K |
| TRUE Private Wealth Advisors | 0.05% | No change | 2,965 | $488K |
| Elevatus Welath Management | 0.14% | Add +10.0% | 2,962 | $487K |
| Collier Financial | 0.37% | — | 2,961 | $487K |
| Pallas Capital Advisors LLC | 0.02% | No change | 2,923 | $481K |
| Soltis Investment Advisors LLC | 0.03% | Add +1.2% | 2,922 | $481K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +9.1% | 2,909 | $479K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +114.1% | 2,908 | $478K |
| Armbruster Capital Management, Inc. | 0.08% | Reduce -1.0% | 2,900 | $477K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,838 | $467K |
| Tableaux LLC | 0.18% | Add +100.0% | 2,790 | $459K |
| Flow Traders U.S. LLC | 0.02% | Reduce -80.0% | 2,775 | $457K |
| Stephens Consulting, LLC | 0.16% | No change | 2,754 | $453K |
| Brown Brothers Harriman & Co. | 0.00% | Add +17.8% | 2,745 | $452K |
| Puff Wealth Management, LLC | 0.69% | Reduce -7.8% | 2,742 | $451K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.9% | 2,733 | $450K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,710 | $446K |
| Westmount Partners, LLC | 0.11% | Add +0.1% | 2,690 | $445K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.8% | 2,647 | $436K |
| Premier Path Wealth Partners, LLC | 0.06% | No change | 2,632 | $433K |
| Fidelis Capital Partners, LLC | 0.03% | New | 2,630 | $433K |
| Frederick Financial Consultants, LLC | 0.24% | Reduce -5.9% | 2,593 | $427K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 2,580 | $425K |
| WealthCare Investment Partners, LLC | 0.14% | Reduce -1.4% | 2,559 | $423K |
| Cannon Financial Strategists, Inc. | 0.06% | Add +0.1% | 2,570 | $423K |
| Northside Capital Management, LLC | 0.04% | No change | 2,570 | $423K |
| Ellevest, Inc. | 0.06% | Reduce -3.4% | 2,565 | $422K |
| IFP Advisors, Inc | 0.01% | Add +40.5% | 2,552 | $420K |
| GenWealth Group, Inc. | 0.08% | Reduce -1.1% | 2,525 | $415K |
| FF Advisors,LLC | 0.20% | No change | 2,510 | $413K |
| Composition Wealth, LLC | 0.01% | New | 2,508 | $413K |
| Aft, Forsyth & Company, Inc. | 0.20% | Add +0.1% | 2,495 | $411K |
| West Branch Capital LLC | 0.11% | Add +0.1% | 2,474 | $407K |
| Lee Danner & Bass Inc. | 0.03% | No change | 2,460 | $405K |
| Headinvest, LLC | 0.08% | Reduce -9.4% | 2,455 | $404K |
| Two Sigma Securities, LLC | 0.06% | New | 2,450 | $403K |
| Family Legacy Financial Solutions, LLC | 0.31% | Reduce -3.1% | 2,447 | $403K |
| Crescent Grove Advisors, LLC | 0.04% | Reduce -7.3% | 2,444 | $402K |
| Key Financial Inc | 0.07% | Add +1.3% | 2,428 | $401K |
| American Trust | 0.03% | Add +7.3% | 2,432 | $400K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -33.9% | 2,425 | $399K |
| Maridea Wealth Management LLC | 0.06% | Add +0.0% | 2,409 | $399K |
| Revolve Wealth Partners, LLC | 0.05% | Add +14.1% | 2,405 | $396K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 2,400 | $395K |
| KFA Private Wealth Group, LLC | 0.11% | No change | 2,377 | $391K |
| Element Pointe Advisors, LLC | 0.08% | Add +13.1% | 2,373 | $390K |
| Financial Management Network Inc. | 0.06% | Add +2.7% | 2,347 | $389K |
| Johnson Investment Counsel Inc. | 0.00% | Add +6.9% | 2,338 | $385K |
| Old National Bancorp | 0.01% | New | 2,324 | $382K |
| Beacon Harbor Wealth Advisors, Inc. | 0.09% | No change | 2,314 | $381K |
| Fifth Third Bancorp | 0.00% | Reduce -36.3% | 2,304 | $379K |
| SFG Wealth Management, LLC. | 0.16% | Reduce -4.1% | 2,301 | $379K |
| Wealth Alliance, LLC | 0.04% | Reduce -0.2% | 2,275 | $374K |
| Riverbridge Partners LLC | 0.01% | Add +26.8% | 2,272 | $374K |
| Brown Advisory Inc. | 0.00% | Reduce -6.6% | 2,253 | $371K |
| Convergence Financial, LLC | 0.06% | No change | 2,242 | $369K |
| First Trust Advisors LP | 0.00% | Add +0.3% | 2,242 | $369K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.7% | 2,237 | $368K |
| OneAscent Financial Services LLC | 0.02% | Reduce -6.6% | 2,210 | $364K |
| Providence Financial Advisors, LLC | 0.35% | — | 2,200 | $362K |
| Touchstone Capital, Inc. | 0.18% | — | 2,163 | $356K |
| Opinicus Capital, Inc. | 0.25% | Reduce -3.2% | 2,161 | $356K |
| Clearbridge Investments, LLC | 0.00% | Reduce -27.9% | 2,136 | $351K |
| Garrett Wealth Advisory Group, LLC | 0.07% | Reduce -1.6% | 2,132 | $351K |
| New Century Financial Group, LLC | 0.62% | Add +9.7% | 2,127 | $350K |
| Claro Advisors Inc. | 0.05% | Add +2.3% | 2,122 | $349K |
| Seascape Capital Management | 0.10% | Add +2.6% | 2,099 | $345K |
| Financial Perspectives, Inc | 0.09% | Add +0.1% | 2,065 | $340K |
| Signaturefd, LLC | 0.01% | No change | 2,063 | $339K |
| Keybank National Association | 0.00% | No change | 2,060 | $339K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 2,059 | $339K |
| Indiana Trust & Investment Management Co | 0.10% | No change | 2,033 | $335K |
| Arkadios Wealth Advisors | 0.01% | Add +9.7% | 2,033 | $334K |
| Summit Global Investments | 0.02% | No change | 2,017 | $332K |
| First National Bank of Hutchinson | 0.18% | Reduce -0.8% | 2,017 | $332K |
| CWA Asset Management Group, LLC | 0.01% | No change | 2,017 | $332K |
| Crux Wealth Advisors | 0.13% | Add +0.1% | 2,016 | $332K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 2,002 | $329K |
| KCM Investment Advisors LLC | 0.01% | No change | 2,000 | $329K |
| Goldstein Advisors, LLC | 0.04% | No change | 1,992 | $328K |
| Albion Financial Group | 0.02% | Reduce -0.1% | 1,986 | $327K |
| Centurion Wealth Management LLC | 0.07% | No change | 1,983 | $326K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | No change | 1,961 | $323K |
| Fisher Asset Management | 0.00% | New | 1,933 | $318K |
| Oak Asset Management, LLC | 0.11% | Add +2.3% | 1,933 | $318K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -32.1% | 1,933 | $318K |
| Augustine Asset Management Inc. | 0.06% | Reduce -0.1% | 1,932 | $318K |
| Leisure Capital Management | 0.11% | No change | 1,924 | $317K |
| Diversify Advisory Services, LLC | 0.01% | Add +23.8% | 1,804 | $308K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -0.2% | 1,872 | $308K |
| Summit Trail Advisors, LLC | 0.00% | Add +21.7% | 1,865 | $307K |
| Wesbanco Bank Inc. | 0.01% | Reduce -0.1% | 1,812 | $298K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,800 | $296K |
| Vise Technologies, Inc. | 0.01% | New | 1,795 | $295K |
| Heritage Family Offices, LLP | 0.14% | No change | 1,785 | $294K |
| Collaborative Wealth Managment Inc. | 0.12% | Add +2.3% | 1,785 | $294K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,756 | $289K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -1.8% | 1,753 | $288K |
| Courier Capital LLC | 0.02% | No change | 1,736 | $286K |
| Headland Capital, LLC | 0.08% | New | 1,728 | $284K |
| Mgo One Seven LLC | 0.01% | Reduce -6.2% | 1,714 | $282K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.5% | 1,708 | $281K |
| Flagstar Securities, Inc. | 0.09% | Reduce -0.9% | 1,689 | $278K |
| Stonebrook Private Inc. | 0.06% | No change | 1,687 | $278K |
| AlphaCore Capital LLC | 0.01% | No change | 1,681 | $277K |
| Bank Ozk | 0.10% | No change | 1,679 | $276K |
| Cary Street Partners Financial LLC | 0.01% | New | 1,674 | $275K |
| McIlrath & Eck, LLC | 0.03% | Add +0.2% | 1,663 | $274K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.2% | 1,632 | $270K |
| Unified Investment Management | 0.27% | No change | 1,640 | $270K |
| Round Rock Advisors LLC | 0.04% | No change | 1,639 | $270K |
| KWB Wealth | 0.03% | Reduce -5.1% | 1,777 | $267K |
| Synovus Financial Corp. | 0.00% | Reduce -6.0% | 1,620 | $267K |
| Continuum Advisory, LLC | 0.03% | No change | 1,624 | $267K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 1,622 | $267K |
| Harbour Investments, Inc. | 0.01% | Add +16.5% | 1,616 | $266K |
| SteelPeak Wealth, LLC | 0.01% | Add +1.7% | 1,605 | $264K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 1,600 | $263K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,600 | $263K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.1% | 1,595 | $262K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 1,593 | $262K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,588 | $261K |
| CVFG LLC | 0.19% | Reduce -1.5% | 1,586 | $261K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 1,579 | $260K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,572 | $259K |
| Abound Financial, LLC | 0.10% | No change | 1,559 | $257K |
| SageView Advisory Group, LLC | 0.01% | Add +5.9% | 1,559 | $256K |
| Barrett & Company, Inc. | 0.09% | Add +1.3% | 1,552 | $255K |
| Sowell Financial Services LLC | 0.01% | Add +8.8% | 1,551 | $255K |
| CoreCap Advisors, LLC | 0.01% | Add +45.5% | 1,547 | $255K |
| Strategic Wealth Partners, Ltd. | 0.02% | New | 1,546 | $254K |
| Csenge Advisory Group | 0.01% | Reduce -2.1% | 1,545 | $254K |
| Centerpoint Advisors, LLC | 0.08% | No change | 1,533 | $252K |
| International Assets Investment Management, LLC | 0.02% | No change | 1,691 | $252K |
| DT Investment Partners, LLC | 0.02% | No change | 1,528 | $251K |
| Proficio Capital Partners LLC | 0.02% | No change | 1,514 | $249K |
| Silver Oak Securities, Incorporated | 0.02% | New | 1,507 | $248K |
| NorthRock Partners, LLC | 0.00% | New | 1,506 | $248K |
| Blankinship & Foster, LLC | 0.05% | No change | 1,504 | $247K |
| Capital Investment Advisors, LLC | 0.00% | Add +2.5% | 1,497 | $246K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.2% | 1,495 | $246K |
| Ehrlich Financial Group | 0.15% | Reduce -2.0% | 1,493 | $246K |
| Safeguard Investment Advisory Group, LLC | 0.06% | New | 1,492 | $246K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 1,486 | $245K |
| Global Assets Advisory, LLC | 0.07% | New | 1,479 | $243K |
| Awm Capital, LLC | 0.02% | Add +0.5% | 1,477 | $243K |
| Fingerlakes Wealth Management, Inc. | 0.16% | Add +7.0% | 1,474 | $242K |
| MKT Advisors LLC | 0.09% | No change | 1,465 | $242K |
| Community Financial Services Group, LLC | 0.04% | No change | 1,462 | $241K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 1,460 | $240K |
| Antonelli Financial Advisors, LLC | 0.16% | No change | 1,454 | $239K |
| VSM Wealth Advisory, LLC | 0.07% | No change | 1,453 | $239K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 1,444 | $238K |
| Meeder Advisory Services, Inc. | 0.01% | New | 1,444 | $238K |
| Falcon Wealth Planning | 0.02% | No change | 1,439 | $237K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,438 | $237K |
| Keystone Financial Group, Inc. | 0.13% | Add +0.1% | 1,430 | $235K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,419 | $233K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +5.0% | 1,414 | $233K |
| InTrack Investment Management Inc | 0.14% | No change | 1,411 | $232K |
| Qube Research & Technologies Ltd | 0.00% | Add +48.4% | 1,408 | $232K |
| New Harbor Financial Group, LLC | 0.05% | New | 1,400 | $230K |
| Ballast Advisors LLC | 0.06% | No change | 1,394 | $229K |
| Focus Financial Network, Inc. | 0.01% | New | 1,379 | $227K |
| Essex Bank | 0.05% | Reduce -1.4% | 1,371 | $226K |
| Retirement Planning Group, LLC | 0.01% | New | 1,365 | $225K |
| ABLE Financial Group, LLC | 0.05% | No change | 1,362 | $224K |
| Verity & Verity, LLC | 0.02% | No change | 1,356 | $223K |
| Performance Wealth Partners, LLC | 0.01% | No change | 1,355 | $223K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -27.3% | 1,350 | $222K |
| Seneca Financial Advisors LLC | 0.07% | Add +0.1% | 1,350 | $222K |
| Redmond Asset Management, LLC | 0.05% | No change | 1,342 | $221K |
| MRWM Advisors, LLC | 0.12% | No change | 1,333 | $219K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,331 | $219K |
| Visionary Horizons, LLC | 0.12% | New | 1,323 | $218K |
| Cannon Wealth Management Services, LLC | 0.16% | Reduce -2.2% | 1,322 | $217K |
| Summit Financial Strategies, Inc. | 0.02% | New | 1,320 | $217K |
| Balboa Wealth Partners | 0.04% | New | 1,319 | $217K |
| Trexquant Investment LP | 0.00% | New | 1,319 | $217K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,301 | $214K |
| Bessemer Group Inc. | 0.00% | New | 1,300 | $214K |
| Embree Financial Group | 0.03% | New | 1,290 | $212K |
| BLB&B Advisors, LLC | 0.01% | New | 1,289 | $212K |
| Clear Creek Financial Management, LLC | 0.02% | New | 1,288 | $212K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -8.9% | 1,285 | $211K |
| WMG Financial Advisors, LLC | 0.07% | New | 1,274 | $210K |
| Three Magnolias Financial Advisors, LLC | 0.13% | New | 1,269 | $209K |
| Alteri Wealth LLC | 0.07% | Reduce -16.7% | 1,269 | $209K |
| Griffin Asset Management, Inc. | 0.02% | New | 1,268 | $209K |
| Lakeshore Financial Planning, Inc. | 0.08% | New | 1,265 | $208K |
| O'Brien Greene & Co. Inc | 0.06% | New | 1,265 | $208K |
| PDS Planning, Inc | 0.01% | New | 1,261 | $207K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 1,255 | $206K |
| Carret Asset Management, LLC | 0.02% | New | 1,252 | $206K |
| Graham Capital Wealth Management, LLC | 0.21% | New | 1,250 | $206K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,353 | $203K |
| Investment Advisory Group, LLC | 0.06% | New | 1,233 | $203K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,232 | $203K |
| PKS Advisory Services, LLC | 0.05% | New | 1,230 | $202K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,218 | $200K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 1,211 | $199K |
| Assetmark, Inc. | 0.00% | Add +20.0% | 1,205 | $198K |
| Finley Financial, LLC | 0.09% | No change | 1,180 | $194K |
| Capital Analysts, LLC | 0.01% | Reduce -9.5% | 1,157 | $190K |
| Sachetta, LLC | 0.06% | No change | 1,041 | $171K |
| Hantz Financial Services, Inc. | 0.00% | Add +25.6% | 1,016 | $167K |
| Financial Network Wealth Advisors LLC | 0.18% | No change | 1,014 | $167K |
| Park Place Capital Corp | 0.03% | Add +0.2% | 938 | $154K |
| Dunhill Financial, LLC | 0.05% | No change | 915 | $151K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | No change | 844 | $139K |
| Palisade Asset Management, LLC | 0.01% | New | 840 | $138K |
| Tsfg, LLC | 0.02% | No change | 832 | $137K |
| Addison Advisors LLC | 0.03% | Reduce -7.8% | 825 | $136K |
| Parkside Financial Bank & Trust | 0.01% | Add +155.0% | 816 | $134K |
| Family Manage LLC | 0.02% | No change | 803 | $132K |
| American Wealth Advisors, LLC | 0.13% | — | 791 | $130K |
| SouthState Bank Corp | 0.01% | Reduce -1.3% | 762 | $125K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -2.7% | 748 | $124K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -1.3% | 742 | $122K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 731 | $120K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -59.9% | 700 | $115K |
| 1 North Wealth Services LLC | 0.04% | No change | 650 | $107K |
| Bank of New Hampshire | 0.02% | No change | 650 | $107K |
| NFSG Corp | 0.02% | No change | 637 | $105K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 605 | $100K |
| Toth Financial Advisory Corp. | 0.01% | No change | 597 | $98K |
| Founders Financial Alliance, LLC | 0.02% | Add +765.2% | 597 | $98K |
| Glen Eagle Advisors, LLC | 0.01% | Add +32.0% | 590 | $97K |
| First Horizon Corp. | 0.00% | — | 583 | $96K |
| Bokf, NA | 0.00% | No change | 535 | $88K |
| MTM Investment Management, LLC | 0.03% | No change | 530 | $87K |
| Fairscale Capital, LLC | 0.06% | No change | 519 | $85K |
| Abound Wealth Management | 0.02% | No change | 519 | $85K |
| Longview Financial Advisors LLC | 0.05% | New | 515 | $85K |
| Cornerstone Planning Group LLC | 0.01% | No change | 463 | $78K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 471 | $77K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 457 | $75K |
| Pacific Center for Financial Services | 0.02% | No change | 442 | $73K |
| Quest 10 Wealth Builders, Inc. | 0.07% | Reduce -2.6% | 440 | $72K |
| Financial Consulate, Inc. | 0.01% | New | 438 | $72K |
| Robinswood Financial LLC | 0.02% | Reduce -1.8% | 426 | $70K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -9.0% | 415 | $68K |
| GGM Financial LLC | 0.03% | New | 414 | $68K |
| Matrix Private Capital Group LLC | 0.03% | No change | 400 | $66K |
| Activest Wealth Management | 0.01% | No change | 396 | $65K |
| Roxbury Financial LLC | 0.06% | Add +0.3% | 389 | $64K |
| Lanark Financial, Inc. | 0.00% | Reduce -26.4% | 385 | $63K |
| Winch Advisory Services, LLC | 0.01% | No change | 384 | $63K |
| Nemes Rush Group LLC | 0.01% | No change | 352 | $58K |
| Hoese & Co LLP | 0.04% | No change | 333 | $55K |
| Mather Group, Llc. | 0.00% | New | 323 | $53K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -6.7% | 322 | $53K |
| Asset Dedication, LLC | 0.00% | Reduce -1.3% | 311 | $51K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 310 | $51K |
| Peachtree Investment Partners, LLC | 0.02% | No change | 306 | $50K |
| LRI Investments, LLC | 0.00% | No change | 289 | $48K |
| GAMMA Investing LLC | 0.00% | No change | 289 | $48K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 284 | $47K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 284 | $47K |
| Bogart Wealth, LLC | 0.00% | No change | 278 | $46K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.4% | 269 | $44K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 264 | $43K |
| Arlington Trust Co LLC | 0.01% | Reduce -54.2% | 250 | $41K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 250 | $41K |
| AdvisorNet Financial, Inc | 0.00% | No change | 250 | $41K |
| Breakwater Investment Management | 0.01% | No change | 245 | $40K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 244 | $40K |
| Signature Resources Capital Management, LLC | 0.02% | Reduce -12.3% | 242 | $40K |
| Global Wealth Strategies & Associates | 0.01% | Add +54.0% | 231 | $38K |
| Quadrant Capital Group LLC | 0.00% | New | 228 | $38K |
| Evolution Wealth Management Inc. | 0.04% | Add +53.0% | 228 | $38K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 211 | $35K |
| Sound Income Strategies, LLC | 0.00% | Reduce -65.0% | 198 | $33K |
| Creative Financial Designs Inc. | 0.00% | Add +50.4% | 197 | $32K |
| Tucker Asset Management LLC | 0.01% | No change | 193 | $32K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.3% | 191 | $31K |
| National Bank of Canada | 0.00% | No change | 185 | $30K |
| Mechanics Financial Corp | 0.01% | No change | 179 | $29K |
| Archer Investment Corp | 0.01% | No change | 176 | $29K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 174 | $29K |
| Noble Wealth Management PBC | 0.01% | — | 170 | $28K |
| IAG Wealth Partners, LLC | 0.00% | No change | 169 | $28K |
| Financial Life Planners | 0.02% | New | 165 | $27K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 165 | $27K |
| Imprint Wealth LLC | 0.08% | — | 149 | $25K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 145 | $24K |
| TD Capital Management LLC | 0.00% | No change | 144 | $24K |
| Angeles Wealth Management, LLC | 0.00% | No change | 141 | $23K |
| New Republic Capital, LLC | 0.01% | New | 140 | $23K |
| AllSquare Wealth Management LLC | 0.01% | No change | 139 | $23K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 132 | $22K |
| GoalVest Advisory LLC | 0.00% | No change | 123 | $20K |
| Millstone Evans Group, LLC | 0.01% | No change | 117 | $19K |
| Crews Bank & Trust | 0.00% | No change | 114 | $19K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $18K |
| REAP Financial Group, LLC | 0.00% | New | 109 | $18K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 107 | $18K |
| Sherman Asset Management, Inc. | 0.01% | No change | 106 | $17K |
| Front Row Advisors LLC | 0.01% | No change | 104 | $17K |
| Decker Retirement Planning Inc. | 0.01% | New | 103 | $17K |
| Arcadia Investment Management Corp. | 0.00% | No change | 100 | $16K |
| Larson Financial Group LLC | 0.00% | Reduce -90.8% | 93 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 89 | $15K |
| Root Financial Partners, LLC | 0.00% | New | 88 | $14K |
| Chapman Financial Group, LLC | 0.01% | No change | 86 | $14K |
| Cloud Capital Management, LLC | 0.01% | New | 74 | $12K |
| Eastern Bank | 0.00% | Reduce -45.5% | 72 | $12K |
| TFC Financial Management, Inc. | 0.00% | No change | 71 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 67 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -1.5% | 66 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 63 | $10K |
| City Holding Co. | 0.00% | No change | 60 | $10K |
| United Community Bank | 0.00% | New | 55 | $9K |
| Pathway Financial Advisers, LLC | 0.00% | New | 50 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $7K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 40 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -34.5% | 38 | $6K |
| FWL Investment Management, LLC | 0.00% | No change | 36 | $6K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 39 | $5K |
| Rice Partnership, LLC | 0.00% | New | 31 | $5K |
| City State Bank | 0.00% | No change | 30 | $5K |
| Integrity Financial Corp | 0.00% | No change | 28 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 26 | $4K |
| Realta Investment Advisors | 0.00% | No change | 22 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 22 | $4K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 22 | $4K |
| Glassman Wealth Services | 0.00% | No change | 20 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 19 | $3K |
| Midwest Capital Advisors, LLC | 0.00% | Add +500.0% | 18 | $3K |
| Colonial Trust Advisors | 0.00% | No change | 17 | $3K |
| Wealth Watch Advisors, INC | 0.00% | New | 13 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 16 | $2K |
| Bernard Wealth Management Corp. | 0.00% | New | 12 | $2K |
| HighMark Wealth Management LLC | 0.00% | No change | 11 | $2K |
| Copia Wealth Management | 0.00% | No change | 8 | $1K |
| Kilter Group LLC | 0.00% | Reduce -12.5% | 7 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 7 | $1K |
| Delta Asset Management LLC | 0.00% | No change | 5 | $850 |
| Tripletail Wealth Management, LLC | 0.00% | New | 5 | $831 |
| Logan Capital Management Inc. | 0.00% | No change | 4 | $659 |
"% 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.