iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q4 2025 (December 31)882holders +61
60new positions
37sold out
5famous investors
$167.86avg. 13F price*
At the end of Q4 2025, 882 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 61 from Q3 2025. 60 opened new positions and 37 sold out. The largest holders were Bank of America Corp. ($7.3B), LPL Financial LLC ($2.4B) and Morgan Stanley ($2.4B). 5 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $38.5M |
| Exits | 37 | $39.1M |
All 13F filers, Q3 2025 → Q4 2025: 5,040,393 shares bought and 1,530,017 shares sold, net +3,510,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 882 holders
| Bank of America Corp. | 0.53% | Add +4.5% | 43,507,215 | $7.3B |
| LPL Financial LLC | 0.65% | Add +1.4% | 14,224,602 | $2.4B |
| Morgan Stanley | 0.14% | Reduce -0.1% | 14,005,357 | $2.4B |
| Jones Financial Companies LLLP | 0.55% | Add +2.4% | 5,355,686 | $899.5M |
| Envestnet Asset Management Inc. | 0.11% | Add +2.4% | 2,303,749 | $386.9M |
| Blue Trust, Inc. | 3.55% | Reduce -2.4% | 1,870,642 | $314.2M |
| Merit Financial Group, LLC | 2.19% | Add +15.2% | 1,626,452 | $273.1M |
| JPMorgan Chase & Co. | 0.02% | Add +0.9% | 1,621,371 | $272.3M |
| Raymond James Financial Inc. | 0.08% | Add +10.4% | 1,452,646 | $244.0M |
| UBS Group AG | 0.04% | Add +0.2% | 1,198,241 | $201.2M |
| Wells Fargo & Company | 0.04% | Add +7.3% | 1,159,832 | $194.8M |
| Kestra Investment Management, LLC | 4.65% | Add +40.5% | 1,131,808 | $190.1M |
| Royal Bank of Canada | 0.03% | Add +1.8% | 1,074,415 | $180.4M |
| Commonwealth Equity Services, LLC | 0.24% | Reduce -8.6% | 1,051,235 | $176.5M |
| PNC Financial Services Group, Inc. | 0.09% | Add +16.1% | 1,005,357 | $168.8M |
| Natixis Advisors, LLC | 0.22% | Add +21.6% | 939,473 | $157.8M |
| Facet Wealth, Inc. | 2.35% | Add +6.2% | 773,302 | $132.7M |
| Benjamin Edwards Inc. | 1.32% | Add +5.2% | 712,182 | $119.6M |
| FMR LLC | 0.01% | Reduce -2.0% | 686,399 | $116.1M |
| Cetera Investment Advisers | 0.11% | Reduce -1.5% | 615,595 | $103.4M |
| HighTower Advisors, LLC | 0.10% | Add +0.6% | 571,921 | $96.0M |
| Citizens Financial Group Inc. | 1.05% | Reduce -1.8% | 467,252 | $78.5M |
| SHP Wealth Management | 6.09% | — | 466,387 | $78.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.1% | 460,641 | $77.4M |
| Allworth Financial LP | 0.30% | Reduce -3.4% | 431,822 | $72.5M |
| Blair William & Co. | 0.19% | Add +39.6% | 419,694 | $70.5M |
| Madison Wealth Partners, Inc | 12.30% | Add +2.1% | 401,259 | $67.4M |
| Osaic Holdings, Inc. | 0.10% | Reduce -10.9% | 398,510 | $67.0M |
| Corient Private Wealth LP | 0.08% | Add +35.5% | 353,947 | $59.5M |
| Tennessee Valley Asset Management Partners | 7.69% | Add +2.8% | 353,247 | $59.3M |
| Modera Wealth Management, LLC | 0.67% | Reduce -5.0% | 347,160 | $58.3M |
| CX Institutional | 1.72% | Reduce -3.9% | 343,577 | $57.7M |
| Cardinal Strategic Wealth Guidance | 14.68% | Add +0.6% | 334,528 | $56.2M |
| Legacy Financial Group LLC | 6.87% | Reduce -5.5% | 338,551 | $55.6M |
| Tanglewood Legacy Advisors, LLC | 20.50% | Add +1.9% | 325,119 | $54.6M |
| Howe & Rusling Inc. | 3.58% | Add +2.6% | 322,597 | $54.2M |
| Principal Securities, Inc. | 0.80% | Reduce -12.1% | 306,857 | $51.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -42.9% | 288,381 | $48.4M |
| Equitable Holdings, Inc. | 0.32% | Add +3.5% | 276,433 | $46.4M |
| Aurdan Capital Management, LLC | 14.21% | Add +0.4% | 274,409 | $46.1M |
| DDFG, Inc | 9.83% | Add +1.4% | 267,464 | $44.9M |
| Veracity Capital LLC | 12.71% | Add +1.3% | 255,176 | $42.9M |
| Charles Schwab Trust Co | 2.70% | Reduce -2.5% | 244,347 | $41.0M |
| Hilltop Wealth Advisors, LLC | 20.12% | Reduce -1.2% | 238,577 | $40.1M |
| Alliancebernstein L.P. | 0.01% | Add +0.8% | 235,813 | $39.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -2.6% | 229,766 | $38.6M |
| Bleakley Financial Group, LLC | 0.67% | Add +2061.6% | 228,719 | $38.4M |
| Kestra Advisory Services, LLC | 0.16% | Add +11.5% | 224,006 | $37.6M |
| Curi Capital, LLC | 0.63% | Add +58.9% | 215,771 | $36.2M |
| Private Advisor Group, LLC | 0.17% | Reduce -0.9% | 211,236 | $35.5M |
| SCS Capital Management LLC | 0.37% | Add +0.9% | 205,706 | $34.5M |
| Atlantic Union Bankshares Corp | 0.64% | Reduce -3.8% | 204,667 | $34.4M |
| Voisard Asset Management Group, Inc. | 7.28% | Add +3.6% | 200,766 | $33.7M |
| Valmark Advisers, Inc. | 0.41% | Reduce -2.8% | 198,616 | $33.4M |
| Aspen Wealth Management LLC | 6.98% | Reduce -1.6% | 198,031 | $33.3M |
| Cutler Investment Counsel LLC | 3.37% | Reduce -2.3% | 192,634 | $32.4M |
| Focus Partners Wealth | 0.03% | Add +0.1% | 180,842 | $30.4M |
| ForthRight Wealth Management, LLC | 8.50% | Reduce -2.1% | 176,125 | $29.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +34.6% | 175,404 | $29.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Add +95.8% | 175,299 | $29.4M |
| FIL Ltd | 0.02% | Reduce -52.7% | 173,794 | $29.4M |
| Strategies Wealth Advisors, LLC | 2.82% | Reduce -7.6% | 167,565 | $28.1M |
| Waldron Private Wealth LLC | 1.09% | Reduce -1.4% | 164,420 | $27.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.0% | 162,234 | $27.2M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -0.0% | 154,541 | $26.0M |
| MML Investors Services, LLC | 0.06% | Reduce -22.2% | 153,275 | $25.7M |
| Alliance Private Wealth, LLC | 8.92% | — | 153,374 | $25.6M |
| Allianz Asset Management GmbH | 0.03% | Add +15.7% | 148,115 | $24.9M |
| Stifel Financial Corp. | 0.02% | Add +4.9% | 141,831 | $23.8M |
| Spire Wealth Management | 0.80% | Reduce -2.2% | 141,683 | $23.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.7% | 140,405 | $23.6M |
| Hudock, Inc. | 3.47% | Add +0.3% | 140,284 | $23.6M |
| NorthStar Asset Management LLC | 10.32% | Add +5.0% | 136,575 | $22.9M |
| Doliver Advisors, LP | 5.47% | Reduce -3.4% | 130,053 | $21.8M |
| Petix & Botte Co | 4.91% | Reduce -12.7% | 128,969 | $21.7M |
| Integrated Wealth Concepts LLC | 0.25% | Reduce -3.6% | 127,067 | $21.3M |
| NBT Bank, N.A. | 1.37% | Add +1.8% | 168 | $21.2M |
| Mascoma Wealth Management LLC | 4.32% | Reduce -2.2% | 119,831 | $20.1M |
| Clearbridge Investments, LLC | 0.02% | Add +5474.2% | 119,065 | $20.0M |
| Atria Investments, Inc | 0.23% | Reduce -19.1% | 118,654 | $19.9M |
| Birchcreek Wealth Management, LLC | 9.74% | Reduce -2.0% | 118,100 | $19.8M |
| United Capital Financial Advisors, LLC | 0.12% | Add +56.1% | 118,097 | $19.8M |
| Elevation Wealth Partners, LLC | 6.97% | Reduce -3.7% | 117,210 | $19.7M |
| Rwa Wealth Partners, LLC | 0.21% | Reduce -0.6% | 115,767 | $19.4M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +7.9% | 113,980 | $19.1M |
| Goldstone Financial Group, LLC | 2.12% | Add +4.9% | 113,470 | $19.1M |
| Truist Financial Corp. | 0.03% | Add +8.2% | 111,860 | $18.8M |
| Founders Financial Securities LLC | 1.09% | Add +1.8% | 110,421 | $18.5M |
| Horizon Investments, LLC | 0.23% | Add +1.3% | 109,232 | $18.3M |
| Richard W. Paul & Associates, LLC | 5.75% | Add +3.5% | 103,133 | $17.3M |
| Roberts Financial Services LLC | 5.41% | Reduce -1.6% | 102,575 | $17.2M |
| Canvas Wealth Advisors, LLC | 2.88% | Reduce -0.3% | 100,956 | $17.0M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 99,512 | $16.7M |
| PCA Investment Advisory Services Inc. | 5.62% | Reduce -5.1% | 95,636 | $16.1M |
| Win Advisors, Inc. | 6.77% | Add +428.9% | 94,933 | $15.9M |
| Fortress Financial Group, LLC | 11.48% | Add +1.4% | 92,617 | $15.6M |
| Captrust Financial Advisors | 0.03% | Add +9.8% | 88,167 | $14.8M |
| Vantage Financial Partners, LLC | 2.96% | Add +0.9% | 86,798 | $14.6M |
| Financial Council, LLC | 5.76% | Reduce -0.5% | 85,961 | $14.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -7.4% | 84,727 | $14.4M |
| IHT Wealth Management, LLC | 0.35% | Reduce -4.6% | 85,452 | $14.4M |
| Main Street Financial Solutions, LLC | 1.04% | Reduce -1.2% | 82,766 | $13.9M |
| Brio Consultants, LLC | 1.78% | Add +1.6% | 81,460 | $13.7M |
| Ironwood Wealth Management, Inc. | 5.80% | Reduce -3.1% | 75,955 | $12.9M |
| Cosner Financial Group, LLC | 6.58% | Reduce -1.7% | 76,762 | $12.9M |
| Creative Planning | 0.01% | Add +2.2% | 76,424 | $12.8M |
| Comerica Bank | 0.05% | Add +2.5% | 74,826 | $12.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +7.2% | 74,234 | $12.5M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -1.2% | 72,873 | $12.2M |
| Stevens Capital Partners | 3.19% | Add +3.4% | 72,558 | $12.2M |
| Stratos Wealth Partners, LTD. | 0.14% | Reduce -6.2% | 72,309 | $12.1M |
| Baird Financial Group, Inc. | 0.02% | Reduce -6.9% | 71,990 | $12.1M |
| BOS Asset Management, LLC | 3.23% | Reduce -0.5% | 71,532 | $12.0M |
| Foundry Financial Group, Inc. | 5.80% | Add +8.2% | 68,969 | $11.6M |
| IFG Advisory, LLC | 0.50% | Add +6.2% | 68,617 | $11.5M |
| Quent Capital, LLC | 0.81% | Reduce -2.0% | 66,824 | $11.2M |
| Global Strategic Investment Solutions, LLC | 1.09% | Reduce -0.1% | 66,650 | $11.2M |
| Westfield Capital Management Co. LP | 0.05% | New | 66,532 | $11.2M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +7.2% | 65,209 | $11.0M |
| Savant Capital, LLC | 0.06% | Reduce -7.4% | 64,785 | $10.9M |
| Independence Financial Advisors, LLC | 2.98% | Reduce -1.2% | 64,448 | $10.8M |
| Cresset Asset Management, LLC | 0.05% | Add +8.6% | 63,480 | $10.7M |
| Mariner, LLC | 0.01% | Add +2.0% | 62,450 | $10.5M |
| &partners | 0.05% | Add +13.8% | 61,876 | $10.3M |
| Gallagher Fiduciary Advisors, LLC | 0.31% | Add +5.5% | 57,685 | $9.7M |
| Seven Springs Wealth Group, LLC | 2.80% | Add +15.6% | 57,114 | $9.6M |
| TD Private Client Wealth LLC | 0.20% | Reduce -0.3% | 56,547 | $9.5M |
| Gotham Asset Management | 0.03% | Add +258.8% | 55,910 | $9.4M |
| Bawa N Mallick Trust | 3.13% | Add +0.1% | 50,200 | $8.4M |
| South Shore Capital Advisors | 6.11% | — | 49,801 | $8.4M |
| Perigon Wealth Management, LLC | 0.15% | Reduce -1.8% | 49,554 | $8.3M |
| Spectrum Wealth Advisory Group, LLC | 2.99% | Reduce -4.3% | 48,493 | $8.1M |
| Motive Wealth Advisors | 3.46% | Reduce -7.3% | 48,380 | $8.1M |
| Legacy Solutions, LLC | 7.01% | Reduce -7.0% | 47,524 | $8.0M |
| Phoenix Wealth Advisors | 3.04% | Add +0.8% | 46,987 | $7.9M |
| Transatlantique Private Wealth LLC | 2.45% | Add +3.1% | 46,420 | $7.8M |
| Cwm, LLC | 0.02% | Add +0.9% | 44,594 | $7.5M |
| Thoroughbred Financial Services, LLC | 0.44% | Reduce -3.1% | 44,121 | $7.4M |
| NewEdge Advisors, LLC | 0.03% | Reduce -5.3% | 43,624 | $7.3M |
| Amplius Wealth Advisors, LLC | 0.60% | Reduce -2.5% | 42,529 | $7.1M |
| Investment Advisory Services Inc. /TX | 2.22% | Reduce -1.0% | 42,296 | $7.1M |
| Ackerman Capital Advisors, LLC | 1.38% | Add +178.6% | 41,015 | $6.9M |
| Wall Capital Group, Inc. | 6.54% | — | 40,887 | $6.9M |
| Able Wealth Management LLC | 2.10% | Add +1.4% | 39,612 | $6.7M |
| Global Retirement Partners, LLC | 0.12% | Add +1.6% | 38,986 | $6.5M |
| OpenArc Corporate Advisory, LLC | 0.11% | — | 38,076 | $6.4M |
| Westwood Holdings Group Inc. | 0.05% | Reduce -0.2% | 37,864 | $6.4M |
| Merkkuri Wealth Advisors LLC | 4.31% | Reduce -9.9% | 37,685 | $6.3M |
| RFG Advisory, LLC | 0.12% | Reduce -6.1% | 37,358 | $6.3M |
| Cornerstone Advisory, LLC | 0.59% | Add +5.0% | 36,638 | $6.2M |
| Old Mission Investment Co LLC | 1.47% | Reduce -2.0% | 36,457 | $6.1M |
| First Heartland Consultants, Inc. | 0.46% | Reduce -0.9% | 36,173 | $6.1M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -7.0% | 36,149 | $6.1M |
| Vident Advisory, LLC | 0.06% | Reduce -4.4% | 35,700 | $6.0M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -13.2% | 35,511 | $6.0M |
| Parsons Capital Management Inc. | 0.33% | Add +3.5% | 35,497 | $6.0M |
| Lido Advisors, LLC | 0.02% | Add +4.8% | 36,003 | $5.9M |
| Bank of Montreal | 0.00% | Reduce -5.5% | 34,641 | $5.8M |
| Americana Partners, LLC | 0.16% | Add +50.7% | 34,482 | $5.8M |
| 1900 Wealth Management LLC | 0.37% | Reduce -4.1% | 34,134 | $5.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.7% | 34,060 | $5.7M |
| Deutsche Bank AG | 0.00% | No change | 33,933 | $5.7M |
| D.A. Davidson & Co. | 0.03% | Add +4.5% | 33,802 | $5.7M |
| Endowment Wealth Management, Inc. | 2.56% | Reduce -28.0% | 33,229 | $5.6M |
| McDonald Partners LLC | 1.69% | No change | 32,033 | $5.4M |
| Rooted Wealth Advisors, Inc. | 1.46% | Add +6.1% | 31,634 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +60.7% | 30,619 | $5.1M |
| Knightsbridge Asset Management, LLC | 0.83% | Add +2.4% | 30,413 | $5.1M |
| Essex Financial Services, Inc. | 0.29% | Reduce -1.2% | 30,214 | $5.1M |
| Tiaa Trust, National Association | 0.01% | Reduce -0.3% | 29,858 | $5.0M |
| M&T Bank Corp | 0.02% | Reduce -5.7% | 29,834 | $5.0M |
| Stonebridge Financial Planning Group, LLC | 1.81% | Reduce -1.9% | 29,816 | $5.0M |
| Windward Private Wealth Management Inc. | 1.73% | Reduce -1.9% | 29,807 | $5.0M |
| Garde Capital, Inc. | 0.30% | Reduce -12.3% | 29,750 | $5.0M |
| WealthShield Partners, LLC | 0.54% | Reduce -0.7% | 29,108 | $4.9M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +0.7% | 29,034 | $4.9M |
| Cornell Pochily Investment Advisors, Inc. | 1.41% | Add +0.3% | 28,877 | $4.8M |
| Arkadios Wealth Advisors | 0.10% | Add +1315.7% | 28,782 | $4.8M |
| Flagship Private Wealth, LLC | 1.86% | Reduce -3.1% | 28,161 | $4.7M |
| Aspiriant, LLC | 0.13% | No change | 27,787 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.3% | 27,747 | $4.7M |
| Neumann Capital Management, LLC | 1.35% | Reduce -0.8% | 27,756 | $4.7M |
| Greenline Partners, LLC | 0.53% | No change | 27,574 | $4.6M |
| AE Wealth Management LLC | 0.03% | Add +676.9% | 26,717 | $4.5M |
| US Bancorp \de | 0.01% | Reduce -2.0% | 26,542 | $4.5M |
| JMG Financial Group, Ltd. | 0.12% | No change | 26,307 | $4.4M |
| Elevation Capital Advisory, LLC | 1.76% | Reduce -56.9% | 25,669 | $4.3M |
| Midwest Trust Co | 0.05% | Reduce -0.1% | 25,565 | $4.3M |
| Columbus Macro, LLC | 0.47% | Add +1.9% | 25,304 | $4.2M |
| RFG - Bristol Wealth Advisors, LLC | 1.17% | Reduce -4.2% | 25,036 | $4.2M |
| HB Wealth Management, LLC | 0.03% | Reduce -0.5% | 24,744 | $4.2M |
| Omega Financial Group, LLC | 1.38% | Add +0.5% | 24,650 | $4.1M |
| New Wave Wealth Advisors LLC | 1.51% | Add +0.2% | 24,516 | $4.1M |
| CENTRAL TRUST Co | 0.08% | Reduce -0.6% | 24,302 | $4.1M |
| BCS Wealth Management | 0.41% | New | 23,924 | $4.0M |
| Independent Financial Group, LLC | 0.09% | Add +4.5% | 23,875 | $4.0M |
| Golden State Wealth Management, LLC | 0.42% | Reduce -1.8% | 23,783 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +21.1% | 23,373 | $3.9M |
| Stokes Family Office, LLC | 0.36% | Reduce -1.3% | 23,248 | $3.9M |
| William Howard & Co Financial Advisors Inc | 3.19% | No change | 22,566 | $3.8M |
| Colorado Capital Management, Inc. | 1.41% | Reduce -1.5% | 22,360 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.7% | 22,158 | $3.7M |
| Bailard, Inc. | 0.08% | Add +1.9% | 21,987 | $3.7M |
| Western Wealth Management, LLC | 0.17% | Reduce -13.8% | 21,541 | $3.6M |
| Evoke Wealth, LLC | 0.07% | No change | 21,075 | $3.5M |
| Trek Financial, LLC | 0.20% | Add +48.8% | 21,027 | $3.5M |
| Valpey Financial Services, LLC | 2.25% | Reduce -0.3% | 20,991 | $3.5M |
| Quantinno Capital Management LP | 0.01% | Add +19.9% | 20,901 | $3.5M |
| Ieq Capital, LLC | 0.01% | Reduce -1.8% | 20,095 | $3.4M |
| Keenan, LLC | 2.97% | — | 20,085 | $3.4M |
| Caliber Wealth Management, LLC / KS | 0.36% | Reduce -3.0% | 20,031 | $3.4M |
| Bulwark Capital Corp | 2.39% | Reduce -0.5% | 20,001 | $3.4M |
| Beam Wealth Advisors, Inc. | 0.91% | Reduce -1.3% | 19,816 | $3.3M |
| Sunbelt Securities, Inc. | 0.22% | Add +1.7% | 19,725 | $3.3M |
| Transcend Capital Advisors, LLC | 0.25% | Add +7.2% | 19,457 | $3.3M |
| Legacy Private Trust Co. | 0.19% | No change | 19,300 | $3.2M |
| Eagle Strategies LLC | 0.41% | Reduce -4.7% | 19,281 | $3.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +186.4% | 19,107 | $3.2M |
| EP Wealth Advisors, LLC | 0.02% | — | 19,116 | $3.2M |
| Private Trust Co. NA | 0.28% | Reduce -0.3% | 19,023 | $3.2M |
| Northern Trust Corp. | 0.00% | Add +3.6% | 18,903 | $3.2M |
| Park Avenue Securities LLC | 0.03% | Add +3.6% | 18,776 | $3.2M |
| Caprock Group, LLC | 0.06% | Add +1.7% | 17,741 | $3.0M |
| MLP3, LLC | 3.19% | — | 17,388 | $2.9M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -7.7% | 17,362 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +15.8% | 17,281 | $2.9M |
| Jamison Private Wealth Management, Inc. | 0.36% | Add +2.5% | 17,204 | $2.9M |
| Matauro, LLC | 0.43% | Reduce -2.8% | 17,150 | $2.9M |
| TriaGen Wealth Management LLC | 0.74% | Reduce -0.2% | 17,102 | $2.9M |
| Pathfinder Wealth Consulting, Inc. | 1.80% | — | 17,006 | $2.9M |
| Cahill Financial Advisors Inc. | 0.31% | Add +0.0% | 16,961 | $2.8M |
| Prospera Financial Services Inc | 0.05% | Reduce -4.6% | 16,917 | $2.8M |
| HighPoint Advisor Group LLC | 0.06% | New | 16,718 | $2.8M |
| Sovereign Financial Group, Inc. | 0.50% | Reduce -1.5% | 16,595 | $2.8M |
| Summit Financial, LLC | 0.04% | Add +19.4% | 16,241 | $2.7M |
| MIdWestOne Financial Group, Inc. | 0.30% | Add +0.8% | 16,137 | $2.7M |
| PFG Advisors | 0.13% | Reduce -5.7% | 15,744 | $2.6M |
| Hollencrest Capital Management | 0.09% | No change | 15,679 | $2.6M |
| Sigma Planning Corp | 0.07% | Add +7.1% | 15,611 | $2.6M |
| Watchman Group, Inc. | 0.62% | Reduce -5.5% | 15,379 | $2.6M |
| NewEdge Wealth, LLC | 0.03% | Add +53.0% | 15,203 | $2.6M |
| Sterling Investment Counsel, LLC | 0.73% | Reduce -2.7% | 15,173 | $2.5M |
| Farther Finance Advisors, LLC | 0.03% | Add +25.7% | 15,028 | $2.5M |
| Planning Directions Inc. | 1.27% | Reduce -11.3% | 14,994 | $2.5M |
| Columbia Advisory Partners LLC | 1.68% | No change | 14,656 | $2.5M |
| Integrated Advisors Network LLC | 0.11% | Add +69.2% | 14,581 | $2.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.9% | 14,345 | $2.4M |
| Harbour Investments, Inc. | 0.05% | Add +785.6% | 14,312 | $2.4M |
| Oak Ridge Investments LLC | 0.14% | Add +205.8% | 14,187 | $2.4M |
| Provenance Wealth Advisors, LLC | 0.26% | No change | 13,830 | $2.3M |
| J.Safra Asset Management Corp | 0.11% | New | 12,960 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.15% | Reduce -47.0% | 12,829 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.7% | 12,533 | $2.1M |
| White Lighthouse Investment Management Inc. | 0.29% | Add +21.9% | 12,478 | $2.1M |
| AQR Capital Management | 0.00% | Add +123.3% | 12,416 | $2.1M |
| Clarius Group, LLC | 0.12% | No change | 12,300 | $2.1M |
| Litman Gregory Wealth Management LLC | 0.15% | Reduce -0.6% | 12,278 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.10% | Add +1.0% | 12,235 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.0% | 12,183 | $2.0M |
| Clearstead Advisors, LLC | 0.03% | No change | 12,174 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +50.3% | 12,006 | $2.0M |
| M Holdings Securities, Inc. | 0.14% | New | 11,634 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.3% | 11,518 | $1.9M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +6.2% | 11,282 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +6.3% | 11,220 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +140.4% | 11,048 | $1.9M |
| Banque Cantonale Vaudoise | 0.07% | New | 11,000 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | — | 11,014 | $1.8M |
| Uptick Partners, LLC | 0.38% | Reduce -0.5% | 10,740 | $1.8M |
| Topel & Distasi Wealth Management, LLC | 0.87% | No change | 10,645 | $1.8M |
| Becker Capital Management Inc. | 0.05% | Reduce -8.2% | 10,446 | $1.8M |
| GSG Advisors LLC | 0.45% | Reduce -0.6% | 10,433 | $1.8M |
| Mgo One Seven LLC | 0.04% | Add +505.8% | 10,383 | $1.7M |
| Darden Wealth Group Inc | 0.85% | Reduce -2.5% | 10,374 | $1.7M |
| Cim, LLC | 0.23% | Add +0.3% | 10,316 | $1.7M |
| Morris Financial Concepts, Inc. | 0.60% | Add +3.6% | 10,191 | $1.7M |
| Hubbell Strickland Wealth Management, LLC | 0.69% | Add +0.1% | 10,141 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -10.7% | 10,003 | $1.7M |
| YHB Investment Advisors, Inc. | 0.11% | Add +4.4% | 9,755 | $1.6M |
| Heritage Wealth Management, Inc. | 1.06% | No change | 9,735 | $1.6M |
| Vise Technologies, Inc. | 0.03% | Add +437.9% | 9,656 | $1.6M |
| Trilogy Capital Inc. | 0.07% | Reduce -0.0% | 9,626 | $1.6M |
| Patten & Patten Inc. | 0.09% | No change | 9,610 | $1.6M |
| Presilium Private Wealth, LLC | 0.29% | Reduce -6.0% | 9,569 | $1.6M |
| Robinson Smith Wealth Advisors LLC | 1.09% | No change | 9,542 | $1.6M |
| Van Hulzen Asset Management, LLC | 0.12% | Add +11.8% | 9,500 | $1.6M |
| Commerce Bank | 0.01% | No change | 9,471 | $1.6M |
| Arax Advisory Partners | 0.05% | New | 9,368 | $1.6M |
| Sweeney & Michel, LLC | 0.46% | Add +0.2% | 9,337 | $1.6M |
| Symphony Financial, Ltd. Co. | 0.21% | Add +1.3% | 9,185 | $1.5M |
| Worthington Financial Partners, LLC | 1.36% | — | 9,147 | $1.5M |
| Valley Forge Investment Consultants Inc. Adv | 0.44% | Reduce -4.0% | 9,108 | $1.5M |
| High Point Wealth Management, LLC | 1.46% | — | 9,062 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +0.9% | 9,027 | $1.5M |
| Keystone Financial Group | 0.11% | Reduce -9.7% | 8,975 | $1.5M |
| Waverly Advisors, LLC | 0.01% | Add +2.0% | 8,933 | $1.5M |
| Talisman Wealth Advisors LLC | 1.16% | Reduce -0.1% | 8,840 | $1.5M |
| Citigroup Inc. | 0.00% | Add +16.6% | 8,812 | $1.5M |
| Kovack Advisors, Inc. | 0.07% | Add +50.1% | 8,761 | $1.5M |
| Simplex Trading, LLC | 0.04% | New | 8,695 | $1.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.48% | Add +0.1% | 8,605 | $1.4M |
| American State Bank (Iowa) | 0.69% | Reduce -4.3% | 8,533 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -42.1% | 8,453 | $1.4M |
| Investors Research Corp | 0.26% | Reduce -1.0% | 8,447 | $1.4M |
| Barnes Dennig Private Wealth Management LLC | 1.42% | Add +23.6% | 8,438 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +27.5% | 8,421 | $1.4M |
| Wealth Management Partners, LLC | 0.40% | No change | 8,301 | $1.4M |
| Benchmark Financial Wealth Advisors, LLC | 0.40% | Reduce -3.9% | 8,273 | $1.4M |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -15.9% | 8,213 | $1.4M |
| VAUGHAN & Co SECURITIES, INC. | 0.71% | Reduce -1.8% | 8,172 | $1.4M |
| Moment Partners, LLC | 0.28% | Add +1.1% | 8,130 | $1.4M |
| Prosperity Consulting Group, LLC | 0.06% | No change | 8,107 | $1.4M |
| Innovative Wealth Building LLC | 0.99% | Add +2.0% | 8,066 | $1.4M |
| Richmond Investment Services, LLC | 0.23% | Add +25.2% | 8,014 | $1.3M |
| St. Clair Advisors, LLC | 0.35% | Add +13.5% | 7,998 | $1.3M |
| Summit Wealth Partners, LLC | 0.25% | Add +0.0% | 7,938 | $1.3M |
| Moneco Advisors, LLC | 0.11% | Reduce -2.0% | 7,911 | $1.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | Add +0.0% | 8,001 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -1.3% | 7,806 | $1.3M |
| Zions Bancorporation, National Association | 0.06% | No change | 7,806 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -69.2% | 7,800 | $1.3M |
| Diversified Enterprises, LLC | 0.08% | Reduce -2.9% | 7,737 | $1.3M |
| Crestwood Advisors Group, LLC | 0.02% | Add +0.5% | 7,716 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -12.8% | 7,648 | $1.3M |
| Magnolia Capital Advisors LLC | 0.27% | Add +7.3% | 7,629 | $1.3M |
| Catalyst Private Wealth, LLC | 0.56% | Reduce -3.2% | 7,617 | $1.3M |
| Burns Matteson Capital Management, LLC | 0.50% | Reduce -2.2% | 7,468 | $1.3M |
| Johnson Financial Group, Inc. | 0.05% | Reduce -10.3% | 7,376 | $1.2M |
| One Day In July LLC | 0.10% | No change | 7,334 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 7,222 | $1.2M |
| Ullmann Wealth Partners Group, LLC | 0.12% | No change | 7,029 | $1.2M |
| TL Private Wealth | 0.46% | Reduce -0.4% | 6,988 | $1.2M |
| Inscription Capital, LLC | 0.12% | No change | 7,031 | $1.2M |
| Grey Fox Wealth Advisors, LLC | 0.24% | Reduce -8.1% | 7,020 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.26% | Add +0.0% | 6,994 | $1.2M |
| Venture Visionary Partners LLC | 0.04% | Reduce -3.5% | 6,978 | $1.2M |
| Coordinated Financial Services, Inc. | 0.68% | Reduce -4.7% | 6,962 | $1.2M |
| Graney & King, LLC | 0.68% | Reduce -0.3% | 6,954 | $1.2M |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -25.9% | 6,809 | $1.1M |
| Bearing Point Capital, LLC | 0.18% | No change | 6,700 | $1.1M |
| Weil Company, Inc. | 0.26% | No change | 6,636 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +60.7% | 6,584 | $1.1M |
| Twelve Points Wealth Management LLC | 0.25% | Reduce -6.6% | 6,487 | $1.1M |
| Westco Advisory Services Inc. | 0.68% | — | 6,556 | $1.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.13% | — | 6,528 | $1.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | No change | 6,507 | $1.1M |
| Meridian Financial Advisors, LLC | 0.59% | Add +8.0% | 6,506 | $1.1M |
| PFG Investments, LLC | 0.05% | Reduce -2.0% | 6,439 | $1.1M |
| Franklin Resources Inc. | 0.00% | No change | 6,417 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -1.7% | 6,397 | $1.1M |
| Droms Strauss Advisors Inc. /Mo/ | 0.28% | Add +0.2% | 6,322 | $1.1M |
| TCTC Holdings, LLC | 0.03% | No change | 6,314 | $1.1M |
| Verus Capital Partners, LLC | 0.07% | Add +4.8% | 6,297 | $1.1M |
| SouthState Bank Corp | 0.05% | Add +720.6% | 6,253 | $1.1M |
| Denver PWM, LLC | 0.35% | No change | 6,934 | $1.0M |
| Axis Wealth Partners, LLC | 0.57% | Reduce -4.4% | 6,181 | $1.0M |
| Biondo Investment Advisors, LLC | 0.13% | Add +0.5% | 6,178 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Add +11.4% | 6,168 | $1.0M |
| XML Financial, LLC | 0.08% | Reduce -5.9% | 6,105 | $1.0M |
| Private Wealth Partners, LLC | 0.07% | Add +279.6% | 6,028 | $1.0M |
| Schmidt P J Investment Management Inc. | 0.16% | No change | 6,017 | $1.0M |
| Ulland Investment Advisors, LLC | 0.80% | Reduce -5.7% | 5,946 | $999K |
| Visionary Wealth Advisors | 0.04% | Add +2.1% | 5,922 | $995K |
| Sapient Capital LLC | 0.01% | Add +1.6% | 5,823 | $985K |
| Tannin Capital LLC | 0.87% | — | 5,813 | $976K |
| Leavell Investment Management, Inc. | 0.04% | No change | 5,798 | $974K |
| One Charles Private Wealth Services, LLC | 0.25% | Reduce -1.5% | 5,795 | $973K |
| NTV Asset Management LLC | 0.10% | Reduce -4.9% | 5,772 | $969K |
| Insight Wealth Strategies, LLC | 0.11% | Add +0.1% | 5,745 | $965K |
| Asset Management Group, Inc. | 0.16% | Add +0.2% | 5,718 | $960K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -21.4% | 5,683 | $954K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -1.7% | 5,651 | $949K |
| Wescott Financial Advisory Group, LLC | 0.08% | Reduce -0.6% | 5,622 | $944K |
| Betterment LLC | 0.00% | Add +0.1% | 5,557 | $933K |
| Consilio Wealth Advisors, LLC | 0.27% | Add +0.0% | 5,543 | $931K |
| Whalerock Point Partners, LLC | 0.18% | Add +3.8% | 5,509 | $925K |
| Smartleaf Asset Management LLC | 0.04% | Add +55.0% | 5,461 | $924K |
| Integrated Wealth Management | 1.03% | — | 5,453 | $916K |
| CIBC Private Wealth Group LLC | 0.00% | Add +25.6% | 5,443 | $914K |
| Calton & Associates, Inc. | 0.13% | Add +13.6% | 5,412 | $909K |
| Meridian Wealth Management, LLC | 0.03% | Add +5.0% | 5,411 | $909K |
| MidAtlantic Capital Management, Inc. | 0.58% | No change | 5,394 | $906K |
| Bedel Financial Consulting, Inc. | 0.10% | No change | 5,379 | $903K |
| Nwam LLC | 0.05% | Reduce -1.5% | 5,299 | $900K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -5.1% | 5,354 | $899K |
| Colonial Trust Co / SC | 0.12% | No change | 5,346 | $898K |
| Twin Focus Capital Partners, LLC | 0.10% | No change | 5,331 | $895K |
| GDS Wealth Management | 0.06% | Add +13.4% | 5,272 | $885K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Reduce -0.9% | 5,248 | $881K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -3.4% | 5,176 | $881K |
| Wealth Quarterback LLC | 0.31% | Add +0.0% | 5,202 | $874K |
| Apollon Financial, LLC | 0.12% | Add +22.8% | 5,107 | $858K |
| Mitchell Capital Management Co. | 0.15% | Reduce -11.4% | 5,078 | $853K |
| Empower Advisory Group, LLC | 0.00% | Add +12.4% | 5,038 | $846K |
| Simplicity Wealth,LLC | 0.05% | Add +0.5% | 5,012 | $842K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.8% | 4,992 | $838K |
| FC Advisory LLC | 0.24% | Reduce -9.6% | 4,990 | $838K |
| Empirical Asset Management, LLC | 0.24% | Reduce -15.4% | 4,985 | $837K |
| Millington Financial Advisors, LLC | 0.37% | Add +0.2% | 5,034 | $835K |
| Forte Asset Management LLC | 0.38% | No change | 4,949 | $831K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 4,935 | $829K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.3% | 4,862 | $816K |
| Whittier Trust Co. | 0.01% | No change | 4,802 | $816K |
| Fourth Dimension Wealth, LLC | 0.29% | Add +7.0% | 4,810 | $808K |
| Waterloo Capital, L.P. | 0.06% | Reduce -0.4% | 4,808 | $807K |
| Hoxton Planning & Management, LLC | 0.24% | Reduce -4.2% | 4,793 | $805K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -38.9% | 5,093 | $802K |
| Financial Partners Group, Inc | 0.09% | Add +12.6% | 4,725 | $800K |
| Legacy Financial Advisors, Inc. | 0.11% | No change | 4,756 | $799K |
| Victory Financial Group, LLC | 0.10% | Add +4.4% | 4,734 | $795K |
| Allen Capital Group, LLC | 0.07% | Reduce -14.6% | 4,723 | $793K |
| Choreo, LLC | 0.01% | Add +1.7% | 4,678 | $792K |
| StoneX Group Inc. | 0.03% | Add +22.4% | 4,705 | $791K |
| Inspire Advisors, LLC | 0.07% | Add +23.2% | 4,674 | $785K |
| Ascentis Wealth Management, LLC | 0.20% | Reduce -4.3% | 4,670 | $784K |
| Bennett Selby Investments LP | 0.25% | No change | 4,650 | $781K |
| MidFirst Bank | 0.06% | — | 4,636 | $779K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -1.4% | 4,630 | $778K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.14% | Add +1.8% | 4,616 | $775K |
| Sage Financial Management Group, Inc. | 0.24% | No change | 4,588 | $771K |
| RPG Investment Advisory, LLC | 0.09% | Add +0.6% | 4,566 | $767K |
| Avior Wealth Management, LLC | 0.02% | Add +0.1% | 4,534 | $761K |
| Weaver Consulting Group | 0.18% | No change | 4,462 | $749K |
| GWN Securities Inc. | 0.15% | Reduce -7.2% | 4,432 | $744K |
| Northbridge Financial Group, LLC | 0.33% | — | 4,422 | $743K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +0.0% | 4,388 | $737K |
| Worth Financial Advisory Group, LLC | 0.35% | No change | 4,365 | $733K |
| Bessemer Group Inc. | 0.00% | Add +235.4% | 4,360 | $732K |
| Kaizen Financial Strategies | 0.32% | Add +0.2% | 4,339 | $729K |
| Boyd Wealth Management, LLC | 0.31% | Add +2.8% | 4,317 | $725K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,275 | $718K |
| Godshalk Welsh Capital Management, Inc. | 0.41% | Reduce -1.4% | 4,255 | $715K |
| FourThought Financial Partners, LLC | 0.06% | Add +6.3% | 4,228 | $710K |
| Collective Family Office LLC | 0.16% | Reduce -4.6% | 4,181 | $702K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -7.3% | 4,178 | $702K |
| Calamos Wealth Management LLC | 0.02% | No change | 4,171 | $700K |
| Elm Partners Management LLC | 0.03% | Reduce -0.7% | 4,148 | $697K |
| Wealthquest Corp | 0.05% | New | 4,134 | $694K |
| Libra Wealth LLC | 0.19% | No change | 4,133 | $694K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -1.0% | 4,128 | $693K |
| OneAscent Family Office, LLC | 0.47% | Reduce -12.9% | 4,098 | $688K |
| Three Bridge Wealth Advisors, LLC | 0.18% | Add +0.1% | 4,091 | $687K |
| Vanguard Group Inc. | 0.00% | Add +9.7% | 4,082 | $686K |
| Sterling Capital Management LLC | 0.01% | Reduce -3.0% | 4,030 | $677K |
| Thayer Financial, L.L.C. | 0.71% | — | 4,001 | $672K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 4,000 | $672K |
| Meridian Wealth Advisors, LLC | 0.09% | No change | 4,000 | $672K |
| Ancora Advisors LLC | 0.01% | Add +3.3% | 3,982 | $669K |
| AlTi Global, Inc. | 0.01% | No change | 3,971 | $667K |
| Heritage Financial Services, LLC | 0.06% | No change | 3,953 | $664K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -13.6% | 3,945 | $663K |
| Melone Private Wealth, LLC | 0.28% | Add +2.5% | 3,928 | $660K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 3,893 | $654K |
| PMG Wealth Management, Inc. | 0.48% | No change | 3,885 | $652K |
| Soltis Investment Advisors LLC | 0.04% | Add +31.9% | 3,854 | $647K |
| ORG Partners LLC | 0.12% | Reduce -2.7% | 3,850 | $647K |
| Tudor Investment Corporation | 0.00% | Reduce -41.4% | 3,805 | $639K |
| Total Clarity Wealth Management, Inc. | 0.15% | New | 3,759 | $631K |
| Fielder Capital Group LLC | 0.13% | No change | 3,746 | $629K |
| Oarsman Capital, Inc. | 0.08% | No change | 3,720 | $625K |
| Savvy Advisors, Inc. | 0.02% | New | 3,689 | $619K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 3,678 | $618K |
| Riverbridge Partners LLC | 0.01% | Add +61.1% | 3,660 | $615K |
| Advisors Capital Management, LLC | 0.01% | Add +0.9% | 3,645 | $612K |
| Intrua Financial, LLC | 0.07% | Add +4.4% | 3,587 | $602K |
| Bright Futures Wealth Management, LLC. | 0.44% | Add +0.0% | 3,539 | $594K |
| Van Diest Capital, LLC | 0.89% | — | 3,537 | $594K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -30.3% | 3,524 | $592K |
| Clark Asset Management, LLC | 0.06% | New | 3,515 | $590K |
| Hershey Financial Advisers, LLC | 0.49% | New | 3,454 | $580K |
| First City Capital Management, Inc. | 0.31% | Add +0.0% | 3,440 | $578K |
| Titleist Asset Management, LLC | 0.05% | New | 3,438 | $577K |
| Peterson Wealth Advisors, LLC | 0.08% | No change | 3,396 | $570K |
| DGS Capital Management, LLC | 0.10% | Reduce -0.0% | 3,391 | $569K |
| St Germain D J Co. Inc. | 0.02% | No change | 3,387 | $569K |
| Norden Group LLC | 0.06% | No change | 3,360 | $564K |
| Adapt Wealth Advisors, LLC | 0.19% | Reduce -0.2% | 3,322 | $558K |
| Monument Capital Management | 0.14% | No change | 3,311 | $556K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.7% | 3,293 | $553K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -7.1% | 3,277 | $550K |
| Fisher Asset Management | 0.00% | Add +68.2% | 3,252 | $546K |
| Altfest L J & Co. Inc. | 0.06% | No change | 3,243 | $545K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +11.1% | 3,232 | $543K |
| Paulson Wealth Management Inc. | 0.12% | No change | 3,221 | $541K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 3,200 | $537K |
| Magnus Financial Group LLC | 0.04% | No change | 3,198 | $537K |
| Neuberger Berman Group LLC | 0.00% | Add +1.9% | 3,195 | $537K |
| Centennial Advisors, LLC | 0.70% | — | 3,190 | $536K |
| Assetmark, Inc. | 0.00% | Add +163.4% | 3,174 | $533K |
| Potentia Wealth | 0.19% | No change | 3,137 | $527K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | Reduce -2.9% | 3,131 | $525K |
| Connecticut Wealth Management, LLC | 0.02% | Add +0.0% | 3,123 | $525K |
| United Advisor Group, LLC | 0.07% | Add +1.4% | 3,113 | $523K |
| Mission Wealth Management, LP | 0.01% | Reduce -11.2% | 3,107 | $522K |
| Trust Co. of Vermont | 0.02% | No change | 3,098 | $520K |
| Novem Group | 0.06% | Add +0.1% | 3,090 | $519K |
| Anchor Investment Management, LLC | 0.04% | Reduce -0.0% | 3,060 | $514K |
| Twin Peaks Wealth Advisors, LLC | 0.15% | Reduce -14.6% | 3,015 | $506K |
| Hoey Investments, Inc. | 0.07% | No change | 3,000 | $504K |
| Elevatus Welath Management | 0.14% | Add +0.8% | 2,985 | $501K |
| IFP Advisors, Inc | 0.01% | Add +16.8% | 2,981 | $501K |
| Collier Financial | 0.37% | Add +0.3% | 2,970 | $499K |
| Madison Asset Management, LLC | 0.01% | Reduce -22.2% | 2,967 | $498K |
| TRUE Private Wealth Advisors | 0.05% | Add +0.1% | 2,967 | $498K |
| Fifth Third Bancorp | 0.00% | Add +28.4% | 2,959 | $497K |
| Peak Planning Group, LLC | 0.14% | Reduce -20.2% | 2,949 | $495K |
| Greenwood Gearhart LLC | 0.03% | Reduce -19.0% | 2,931 | $492K |
| Pallas Capital Advisors LLC | 0.02% | No change | 2,923 | $491K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 2,920 | $490K |
| Armbruster Capital Management, Inc. | 0.08% | No change | 2,900 | $487K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,838 | $477K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -23.9% | 2,799 | $470K |
| Financial Planning Hawaii, Inc. | 0.27% | — | 2,785 | $468K |
| Stephens Consulting, LLC | 0.15% | No change | 2,754 | $463K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,745 | $461K |
| Composition Wealth, LLC | 0.01% | Add +8.2% | 2,714 | $456K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,710 | $455K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -1.3% | 2,698 | $453K |
| Westmount Partners, LLC | 0.11% | Add +0.1% | 2,692 | $452K |
| High Falls Advisors, Inc | 0.09% | Reduce -43.5% | 2,681 | $450K |
| Premier Path Wealth Partners, LLC | 0.06% | No change | 2,632 | $442K |
| Nikulski Financial, Inc. | 0.11% | Reduce -67.3% | 2,630 | $442K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 2,630 | $442K |
| Colonial River Investments, LLC | 0.16% | Reduce -12.4% | 2,621 | $440K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 2,605 | $437K |
| M1 Capital Management LLC | 0.18% | Reduce -12.4% | 2,601 | $437K |
| Northside Capital Management, LLC | 0.04% | No change | 2,570 | $432K |
| GenWealth Group, Inc. | 0.07% | No change | 2,525 | $429K |
| WealthCare Investment Partners, LLC | 0.12% | Reduce -0.6% | 2,544 | $428K |
| FF Advisors,LLC | 0.19% | No change | 2,510 | $422K |
| Aft, Forsyth & Company, Inc. | 0.18% | Add +0.1% | 2,498 | $420K |
| Ellevest, Inc. | 0.06% | Reduce -2.9% | 2,490 | $418K |
| Frederick Financial Consultants, LLC | 0.23% | Reduce -4.7% | 2,472 | $415K |
| Headinvest, LLC | 0.08% | No change | 2,455 | $412K |
| Fiduciary Financial Group, LLC | 0.06% | Reduce -5.0% | 2,450 | $411K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,444 | $411K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 2,425 | $407K |
| Key Financial Inc | 0.07% | Reduce -0.3% | 2,420 | $406K |
| VestGen Advisors, LLC | 0.02% | Reduce -96.8% | 2,411 | $405K |
| Maridea Wealth Management LLC | 0.06% | Add +0.0% | 2,410 | $405K |
| Birchwood Financial Partners, Inc. | 0.40% | — | 2,409 | $405K |
| TritonPoint Partners, LLC | 0.22% | — | 2,408 | $404K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 2,400 | $403K |
| American Trust | 0.03% | Reduce -1.9% | 2,387 | $401K |
| Family Legacy Financial Solutions, LLC | 0.31% | Reduce -2.6% | 2,384 | $400K |
| KFA Private Wealth Group, LLC | 0.10% | Add +0.0% | 2,378 | $399K |
| Element Pointe Advisors, LLC | 0.08% | No change | 2,373 | $399K |
| First American Trust, FSB | 0.03% | Reduce -44.5% | 2,370 | $398K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -27.0% | 2,340 | $393K |
| Beacon Harbor Wealth Advisors, Inc. | 0.09% | No change | 2,314 | $389K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.6% | 2,295 | $385K |
| Financial Management Network Inc. | 0.06% | Reduce -2.6% | 2,286 | $384K |
| Lee Danner & Bass Inc. | 0.03% | Reduce -7.2% | 2,282 | $383K |
| Old National Bancorp | 0.01% | Reduce -2.2% | 2,272 | $382K |
| Brown Advisory Inc. | 0.00% | No change | 2,253 | $378K |
| First Trust Advisors LP | 0.00% | Add +0.0% | 2,243 | $377K |
| Wealth Alliance, LLC | 0.04% | Reduce -2.1% | 2,226 | $374K |
| West Branch Capital LLC | 0.10% | Reduce -10.1% | 2,225 | $374K |
| Cannon Financial Strategists, Inc. | 0.05% | Reduce -13.7% | 2,218 | $372K |
| OneAscent Financial Services LLC | 0.03% | No change | 2,210 | $371K |
| Providence Financial Advisors, LLC | 0.37% | No change | 2,200 | $369K |
| Pinnacle Associates Ltd. | 0.00% | Add +15.8% | 2,167 | $364K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -43.2% | 2,167 | $364K |
| Centurion Wealth Management LLC | 0.08% | Add +9.2% | 2,165 | $364K |
| SFG Wealth Management, LLC. | 0.14% | Reduce -6.9% | 2,143 | $360K |
| Continuum Advisory, LLC | 0.04% | Add +30.8% | 2,124 | $357K |
| Satovsky Asset Management LLC | 0.07% | New | 2,113 | $355K |
| Opinicus Capital, Inc. | 0.25% | Reduce -2.7% | 2,103 | $353K |
| Meeder Advisory Services, Inc. | 0.02% | Add +45.1% | 2,095 | $352K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -48.2% | 2,092 | $351K |
| Financial Perspectives, Inc | 0.09% | Add +0.1% | 2,067 | $347K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -28.9% | 2,066 | $347K |
| Signaturefd, LLC | 0.01% | No change | 2,063 | $346K |
| Keybank National Association | 0.00% | No change | 2,060 | $346K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 2,059 | $346K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -14.6% | 2,053 | $345K |
| CWA Asset Management Group, LLC | 0.01% | Add +1.5% | 2,048 | $344K |
| Indiana Trust & Investment Management Co | 0.10% | No change | 2,033 | $341K |
| Crux Wealth Advisors | 0.13% | Add +0.1% | 2,019 | $339K |
| Summit Global Investments | 0.02% | No change | 2,017 | $339K |
| Capital Analysts, LLC | 0.01% | Add +74.6% | 2,020 | $339K |
| Instrumental Wealth, LLC | 0.20% | New | 2,043 | $338K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Reduce -5.7% | 2,011 | $338K |
| Claro Advisors Inc. | 0.05% | Reduce -7.2% | 1,969 | $331K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | No change | 1,961 | $329K |
| Albion Financial Group | 0.02% | Reduce -1.6% | 1,955 | $328K |
| Oak Asset Management, LLC | 0.11% | Add +0.3% | 1,938 | $325K |
| Leisure Capital Management | 0.11% | No change | 1,924 | $323K |
| Goldstein Advisors, LLC | 0.04% | Reduce -3.5% | 1,922 | $323K |
| Augustine Asset Management Inc. | 0.06% | Reduce -1.0% | 1,913 | $321K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -2.6% | 1,883 | $316K |
| Summit Trail Advisors, LLC | 0.01% | No change | 1,865 | $313K |
| Seascape Capital Management | 0.09% | Reduce -11.7% | 1,853 | $311K |
| Parkway Wealth Management Group, LLC | 0.04% | — | 1,838 | $309K |
| JMN Financial LLC | 0.31% | — | 1,834 | $308K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +48.3% | 1,827 | $307K |
| Cary Street Partners Financial LLC | 0.01% | Add +7.7% | 1,803 | $303K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,800 | $302K |
| Heritage Family Offices, LLP | 0.14% | No change | 1,785 | $300K |
| KWB Wealth | 0.03% | No change | 1,777 | $298K |
| Fiduciary Alliance LLC | 0.02% | New | 1,777 | $298K |
| Wesbanco Bank Inc. | 0.01% | Reduce -2.0% | 1,776 | $298K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -1.4% | 1,760 | $296K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -57.8% | 1,758 | $295K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,756 | $295K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -3.5% | 1,740 | $295K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.1% | 1,754 | $295K |
| Flagstar Securities, Inc. | 0.10% | Add +3.7% | 1,752 | $294K |
| Courier Capital LLC | 0.02% | No change | 1,736 | $292K |
| Headland Capital, LLC | 0.08% | Reduce -0.7% | 1,716 | $288K |
| Mechanics Bank Trust Department | 0.04% | New | 1,704 | $286K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -0.9% | 1,693 | $284K |
| Stonebrook Private Inc. | 0.06% | No change | 1,687 | $283K |
| AlphaCore Capital LLC | 0.01% | No change | 1,681 | $282K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -28.2% | 1,678 | $282K |
| Braeburn Wealth Management LLC | 0.14% | — | 1,671 | $281K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 1,653 | $278K |
| Sowell Financial Services LLC | 0.01% | Add +6.4% | 1,650 | $277K |
| SPWM Advisors LLC | 0.27% | — | 1,649 | $277K |
| Elevation Wealth Management LLC | 0.26% | — | 1,642 | $276K |
| First National Bank of Hutchinson | 0.16% | Reduce -18.7% | 1,640 | $275K |
| Forefront Wealth Partners, LLC | 0.13% | New | 1,638 | $275K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +0.1% | 1,623 | $273K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.1% | 1,634 | $271K |
| Alongside, LLC | 0.09% | — | 1,613 | $271K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 1,600 | $269K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,600 | $269K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.1% | 1,597 | $268K |
| Evernest Financial Advisors, LLC | 0.06% | New | 1,596 | $268K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 1,579 | $265K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -2.6% | 1,563 | $263K |
| Regal Investment Advisors LLC | 0.02% | New | 1,562 | $262K |
| Barrett & Company, Inc. | 0.09% | Add +0.1% | 1,553 | $261K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -0.3% | 1,542 | $259K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -2.5% | 1,532 | $257K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -23.5% | 1,531 | $257K |
| Centerpoint Advisors, LLC | 0.08% | No change | 1,533 | $257K |
| MTM Investment Management, LLC | 0.08% | Add +188.7% | 1,530 | $257K |
| DT Investment Partners, LLC | 0.02% | No change | 1,528 | $257K |
| Bank Ozk | 0.09% | Reduce -9.1% | 1,527 | $256K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,516 | $255K |
| Proficio Capital Partners LLC | 0.02% | No change | 1,514 | $254K |
| Stage Harbor Financial, LLC | 0.17% | New | 1,510 | $254K |
| Csenge Advisory Group | 0.01% | Reduce -2.3% | 1,509 | $253K |
| Blankinship & Foster, LLC | 0.05% | No change | 1,504 | $253K |
| Titan Wealth (CI) Ltd | 0.10% | — | 1,500 | $252K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.1% | 1,497 | $251K |
| Ehrlich Financial Group | 0.14% | Reduce -0.2% | 1,490 | $250K |
| Godfrey Financial Associates, Inc. | 0.22% | — | 1,490 | $250K |
| Awm Capital, LLC | 0.02% | Add +0.1% | 1,479 | $249K |
| Global Assets Advisory, LLC | 0.07% | No change | 1,479 | $248K |
| Fingerlakes Wealth Management, Inc. | 0.16% | Add +0.1% | 1,476 | $248K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Reduce -7.5% | 1,474 | $248K |
| MKT Advisors LLC | 0.08% | No change | 1,465 | $247K |
| Benchmark Financial, LLC | 0.25% | — | 1,465 | $246K |
| Community Financial Services Group, LLC | 0.05% | No change | 1,462 | $246K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.1% | 1,461 | $245K |
| Aptus Capital Advisors, LLC | 0.00% | Add +12.1% | 1,458 | $245K |
| CVFG LLC | 0.17% | Reduce -8.2% | 1,456 | $245K |
| VSM Wealth Advisory, LLC | 0.07% | No change | 1,453 | $244K |
| Antonelli Financial Advisors, LLC | 0.16% | No change | 1,454 | $244K |
| Convergence Financial, LLC | 0.04% | Reduce -35.5% | 1,447 | $243K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 1,446 | $243K |
| Falcon Wealth Planning | 0.02% | No change | 1,439 | $242K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,438 | $241K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -52.2% | 1,436 | $241K |
| Keystone Financial Group, Inc. | 0.13% | Add +0.2% | 1,433 | $241K |
| Retirement Planning Group, LLC | 0.01% | Add +4.6% | 1,428 | $240K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,419 | $238K |
| InTrack Investment Management Inc | 0.13% | No change | 1,411 | $237K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -6.1% | 1,406 | $236K |
| Unified Investment Management | 0.24% | Reduce -14.6% | 1,400 | $235K |
| Visionary Horizons, LLC | 0.12% | Add +5.7% | 1,399 | $235K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.3% | 1,395 | $234K |
| Tableaux LLC | 0.17% | Reduce -50.0% | 1,395 | $234K |
| Ballast Advisors LLC | 0.06% | No change | 1,394 | $234K |
| SageView Advisory Group, LLC | 0.01% | Reduce -10.8% | 1,391 | $234K |
| Abound Financial, LLC | 0.09% | Reduce -11.2% | 1,385 | $233K |
| Centaurus Financial, Inc. | 0.01% | Add +3.6% | 1,379 | $232K |
| Brooklyn Investment Group | 0.01% | New | 1,367 | $232K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -9.5% | 1,364 | $231K |
| Cannon Wealth Management Services, LLC | 0.16% | Add +3.6% | 1,370 | $230K |
| ABLE Financial Group, LLC | 0.05% | No change | 1,362 | $229K |
| Verity & Verity, LLC | 0.02% | No change | 1,356 | $228K |
| Performance Wealth Partners, LLC | 0.01% | No change | 1,355 | $228K |
| Seneca Financial Advisors LLC | 0.07% | Add +0.1% | 1,352 | $227K |
| Cornerstone Financial Management LLC | 0.21% | — | 1,350 | $227K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,350 | $227K |
| Redmond Asset Management, LLC | 0.06% | No change | 1,342 | $225K |
| Legacy Advisors, LLC | 0.02% | New | 1,340 | $225K |
| Integrity Alliance, Llc. | 0.01% | New | 1,337 | $225K |
| DB&C Advisors, LLC | 0.28% | — | 1,335 | $224K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 1,320 | $222K |
| Balboa Wealth Partners | 0.04% | No change | 1,319 | $222K |
| Three Magnolias Financial Advisors, LLC | 0.14% | Add +3.5% | 1,313 | $220K |
| Fiduciary Trust Co | 0.00% | Reduce -67.3% | 1,307 | $219K |
| Embree Financial Group | 0.03% | Add +0.2% | 1,292 | $217K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 1,285 | $216K |
| McIlrath & Eck, LLC | 0.02% | Reduce -22.7% | 1,285 | $216K |
| WMG Financial Advisors, LLC | 0.09% | No change | 1,274 | $214K |
| Griffin Asset Management, Inc. | 0.02% | No change | 1,268 | $213K |
| Lakeshore Financial Planning, Inc. | 0.08% | No change | 1,265 | $212K |
| O'Brien Greene & Co. Inc | 0.06% | No change | 1,265 | $212K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -6.7% | 1,262 | $212K |
| PDS Planning, Inc | 0.01% | No change | 1,261 | $212K |
| Cornerstone Wealth Group, LLC | 0.01% | No change | 1,255 | $211K |
| Carret Asset Management, LLC | 0.02% | No change | 1,252 | $210K |
| Graham Capital Wealth Management, LLC | 0.19% | Add +0.1% | 1,251 | $210K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 1,247 | $210K |
| Investment Advisory Group, LLC | 0.05% | No change | 1,233 | $207K |
| Belvedere Trading LLC | 0.04% | New | 1,226 | $206K |
| CoreCap Advisors, LLC | 0.01% | Reduce -20.8% | 1,225 | $206K |
| NorthRock Partners, LLC | 0.00% | Reduce -18.8% | 1,223 | $205K |
| International Assets Investment Management, LLC | 0.01% | Reduce -27.9% | 1,220 | $205K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -54.0% | 1,219 | $205K |
| Vigil Wealth Management, LLC | 0.17% | — | 1,215 | $204K |
| Freestone Capital Holdings, LLC | 0.01% | New | 1,214 | $204K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,211 | $203K |
| Pure Financial Advisors, LLC | 0.00% | New | 1,209 | $203K |
| Align Financial, LLC | 0.12% | — | 202,704 | $203K |
| Silverlake Wealth Management LLC | 0.05% | New | 1,204 | $202K |
| Pasadena Private Wealth, LLC | 0.03% | New | 1,200 | $202K |
| Zhang Financial LLC | 0.01% | New | 1,200 | $202K |
| Verum Partners LLC | 0.04% | New | 1,194 | $201K |
| Miller Global Investments, LLC | 0.18% | — | 1,185 | $199K |
| Finley Financial, LLC | 0.09% | No change | 1,180 | $198K |
| Sachetta, LLC | 0.10% | No change | 1,041 | $175K |
| Financial Network Wealth Advisors LLC | 0.18% | No change | 1,014 | $170K |
| True Wealth Design, LLC | 0.05% | New | 1,000 | $168K |
| Park Place Capital Corp | 0.03% | Add +0.1% | 939 | $158K |
| Dunhill Financial, LLC | 0.05% | No change | 915 | $154K |
| Independence Bank of Kentucky | 0.02% | New | 907 | $152K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -11.0% | 904 | $152K |
| Elyxium Wealth, LLC | 0.04% | New | 902 | $151K |
| Kingdom Financial Group LLC. | 0.05% | New | 878 | $147K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Add +0.1% | 845 | $142K |
| Vision Retirement, LLC | 0.04% | — | 840 | $141K |
| Tsfg, LLC | 0.02% | No change | 832 | $140K |
| Addison Advisors LLC | 0.03% | No change | 825 | $139K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.7% | 810 | $136K |
| Family Manage LLC | 0.02% | No change | 803 | $135K |
| American Wealth Advisors, LLC | 0.13% | Add +0.1% | 792 | $133K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 748 | $127K |
| Lloyd Advisory Services, LLC. | 0.05% | New | 743 | $125K |
| Sound Income Strategies, LLC | 0.01% | Add +271.2% | 735 | $124K |
| HighMark Wealth Management LLC | 0.05% | Add +6590.9% | 736 | $124K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 731 | $123K |
| Liberty One Investment Management, LLC | 0.02% | Reduce -93.7% | 726 | $122K |
| Keating Financial Advisory Services, Inc. | 0.02% | — | 709 | $119K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 700 | $118K |
| 1 North Wealth Services LLC | 0.04% | No change | 650 | $109K |
| Bank of New Hampshire | 0.02% | No change | 650 | $109K |
| NFSG Corp | 0.02% | No change | 637 | $107K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 606 | $102K |
| First Horizon Corp. | 0.00% | No change | 583 | $98K |
| Wealth Watch Advisors, INC | 0.04% | Add +4330.8% | 576 | $97K |
| Fairscale Capital, LLC | 0.06% | Add +4.6% | 543 | $91K |
| JNBA Financial Advisors | 0.01% | New | 542 | $91K |
| Bokf, NA | 0.00% | No change | 535 | $90K |
| Abound Wealth Management | 0.02% | No change | 519 | $87K |
| Longview Financial Advisors LLC | 0.05% | No change | 515 | $86K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -14.8% | 503 | $85K |
| Cornerstone Planning Group LLC | 0.01% | No change | 463 | $79K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 471 | $79K |
| Quest 10 Wealth Builders, Inc. | 0.07% | No change | 440 | $74K |
| Financial Consulate, Inc. | 0.01% | No change | 438 | $74K |
| Pacific Center for Financial Services | 0.02% | No change | 442 | $73K |
| Robinswood Financial LLC | 0.02% | No change | 426 | $72K |
| Providence Capital Advisors, LLC | 0.01% | No change | 415 | $70K |
| GGM Financial LLC | 0.03% | Add +0.2% | 415 | $70K |
| Matrix Private Capital Group LLC | 0.03% | No change | 400 | $67K |
| Activest Wealth Management | 0.01% | No change | 396 | $67K |
| Roxbury Financial LLC | 0.06% | No change | 389 | $65K |
| Lanark Financial, Inc. | 0.00% | No change | 385 | $65K |
| Winch Advisory Services, LLC | 0.01% | No change | 384 | $64K |
| Essential Partners LLC | 0.02% | New | 383 | $64K |
| Key Capital Management, INC | 0.06% | — | 355 | $60K |
| Nemes Rush Group LLC | 0.01% | No change | 352 | $59K |
| Hoese & Co LLP | 0.04% | No change | 333 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 322 | $54K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 310 | $52K |
| Asset Dedication, LLC | 0.00% | Reduce -0.6% | 309 | $52K |
| Peachtree Investment Partners, LLC | 0.02% | No change | 306 | $51K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -50.3% | 297 | $50K |
| LRI Investments, LLC | 0.00% | No change | 289 | $49K |
| GAMMA Investing LLC | 0.00% | No change | 289 | $49K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 284 | $48K |
| Bogart Wealth, LLC | 0.00% | No change | 278 | $47K |
| Stone House Investment Management, LLC | 0.01% | New | 276 | $46K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 269 | $45K |
| Vermillion Wealth Management, Inc. | 0.02% | No change | 264 | $44K |
| Arlington Trust Co LLC | 0.00% | No change | 250 | $42K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 250 | $42K |
| Breakwater Investment Management | 0.01% | No change | 245 | $41K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 244 | $41K |
| Evolution Wealth Management Inc. | 0.03% | Add +6.6% | 243 | $41K |
| Strive Financial Group ,LLC | 0.02% | — | 237 | $40K |
| Global Wealth Strategies & Associates | 0.01% | No change | 231 | $39K |
| Quadrant Capital Group LLC | 0.00% | No change | 228 | $38K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 211 | $35K |
| Russell Investments Group, Ltd. | 0.00% | Add +9.4% | 209 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 205 | $34K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -20.0% | 200 | $34K |
| Tucker Asset Management LLC | 0.01% | No change | 193 | $32K |
| NCP Inc. | 0.03% | New | 190 | $32K |
| National Bank of Canada | 0.00% | No change | 185 | $31K |
| Mechanics Financial Corp | 0.01% | No change | 179 | $30K |
| Archer Investment Corp | 0.01% | No change | 176 | $30K |
| Creative Financial Designs Inc. | 0.00% | Reduce -10.7% | 176 | $30K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 174 | $29K |
| IAG Wealth Partners, LLC | 0.00% | No change | 169 | $28K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 165 | $28K |
| Affinity Wealth LLC | 0.02% | New | 163 | $27K |
| Go Invest LLC | 0.01% | — | 161 | $27K |
| Realta Investment Advisors | 0.01% | Add +627.3% | 160 | $27K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -66.1% | 155 | $26K |
| RMG Wealth Management LLC | 0.00% | New | 500 | $26K |
| Imprint Wealth LLC | 0.12% | No change | 149 | $25K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -39.3% | 147 | $25K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 145 | $24K |
| TD Capital Management LLC | 0.00% | No change | 144 | $24K |
| Crews Bank & Trust | 0.00% | Add +26.3% | 144 | $24K |
| Motco | 0.00% | New | 144 | $24K |
| Angeles Wealth Management, LLC | 0.00% | No change | 141 | $24K |
| New Republic Capital, LLC | 0.01% | No change | 140 | $24K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 132 | $22K |
| Country Trust Bank | 0.00% | New | 125 | $21K |
| GoalVest Advisory LLC | 0.00% | No change | 123 | $21K |
| Millstone Evans Group, LLC | 0.01% | No change | 117 | $20K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $19K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 107 | $18K |
| Sherman Asset Management, Inc. | 0.02% | No change | 106 | $18K |
| Front Row Advisors LLC | 0.01% | No change | 104 | $18K |
| Decker Retirement Planning Inc. | 0.01% | No change | 103 | $17K |
| Noble Wealth Management PBC | 0.01% | Reduce -41.2% | 100 | $17K |
| Arcadia Investment Management Corp. | 0.00% | No change | 100 | $17K |
| Wilkerson Advisory Group LLC | 0.01% | — | 94 | $16K |
| Larson Financial Group LLC | 0.00% | No change | 93 | $16K |
| Planning Project LLC | 0.00% | — | 92 | $15K |
| Richardson Financial Services Inc. | 0.00% | New | 90 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 89 | $15K |
| Chapman Financial Group, LLC | 0.01% | No change | 86 | $14K |
| Meramec Financial Planners, LLC | 0.01% | — | 86 | $14K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 77 | $13K |
| Root Financial Partners, LLC | 0.00% | Reduce -13.6% | 76 | $13K |
| Ransom Advisory, Ltd | 0.00% | New | 73 | $12K |
| Eastern Bank | 0.00% | No change | 72 | $12K |
| TFC Financial Management, Inc. | 0.00% | No change | 71 | $12K |
| Integrity Financial Corp | 0.01% | Add +150.0% | 70 | $12K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -88.4% | 69 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 67 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 66 | $11K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -95.5% | 63 | $11K |
| City Holding Co. | 0.00% | No change | 60 | $10K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $8K |
| Princeton Global Asset Management LLC | 0.00% | New | 45 | $8K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 40 | $7K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 39 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 38 | $6K |
| FWL Investment Management, LLC | 0.00% | No change | 36 | $6K |
| DecisionPoint Financial, LLC | 0.00% | New | 36 | $6K |
| West Paces Advisors Inc. | 0.00% | New | 35 | $6K |
| Optima Capital LLC | 0.00% | New | 31 | $5K |
| City State Bank | 0.00% | No change | 30 | $5K |
| Bullock Wealth Management Group | 0.00% | — | 28 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 26 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Add +31.6% | 25 | $4K |
| Operose Advisors LLC | 0.00% | New | 24 | $4K |
| Central Pacific Bank - Trust Division | 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 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -13.6% | 19 | $3K |
| Colonial Trust Advisors | 0.00% | No change | 17 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | New | 16 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | New | 13 | $2K |
| Bernard Wealth Management Corp. | 0.00% | No change | 12 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 16 | $2K |
| Copia Wealth Management | 0.00% | No change | 8 | $1K |
| Kilter Group LLC | 0.00% | No change | 7 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 7 | $1K |
| Delta Asset Management LLC | 0.00% | No change | 5 | $868 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.2% | 3 | $504 |
"% 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.