iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q2 2026 (June 30)933holders +64
105new positions
40sold out
7famous investors
$187.41avg. 13F price*
At the end of Q2 2026, 933 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 64 from Q1 2026. 105 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($10.1B), Morgan Stanley ($2.8B) and LPL Financial LLC ($2.8B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core S&P U.S. Growth
- CUSIP
- 464287671
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $90.2M |
| Exits | 40 | $27.3M |
All 13F filers, Q1 2026 → Q2 2026: 5,288,059 shares bought and 1,653,663 shares sold, net +3,634,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 933 holders
| Bank of America Corp. | 0.65% | Add +1.4% | 53,516,596 | $10.1B |
| Morgan Stanley | 0.15% | Add +0.7% | 14,645,320 | $2.8B |
| LPL Financial LLC | 0.62% | Add +1.7% | 14,626,998 | $2.8B |
| Jones Financial Companies LLLP | 0.50% | Add +1.3% | 6,829,303 | $1.2B |
| Envestnet Asset Management Inc. | 0.14% | Add +10.4% | 3,166,362 | $595.5M |
| Merit Financial Group, LLC | 2.45% | Add +7.1% | 2,092,449 | $393.6M |
| Blue Trust, Inc. | 3.72% | Add +1.1% | 1,888,418 | $355.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.6% | 1,533,948 | $284.7M |
| Raymond James Financial Inc. | 0.08% | Add +3.3% | 1,476,303 | $277.7M |
| HighTower Advisors, LLC | 0.26% | Add +215.2% | 1,465,956 | $275.7M |
| UBS Group AG | 0.04% | Reduce -4.4% | 1,307,346 | $245.9M |
| Natixis Advisors, LLC | 0.26% | Reduce -7.2% | 1,249,539 | $235.0M |
| Royal Bank of Canada | 0.04% | Add +2.2% | 1,247,059 | $234.6M |
| PNC Financial Services Group, Inc. | 0.11% | Add +9.6% | 1,221,245 | $229.7M |
| Wells Fargo & Company | 0.04% | Reduce -0.4% | 1,128,013 | $212.2M |
| Kestra Investment Management, LLC | 4.02% | Add +16.7% | 1,322,967 | $207.7M |
| Facet Wealth, Inc. | 2.39% | Add +8.7% | 884,912 | $166.4M |
| Benjamin Edwards Inc. | 1.42% | Add +4.8% | 825,427 | $155.3M |
| Commonwealth Equity Services, LLC | 0.19% | Add +4.3% | 809,815 | $152.3M |
| FMR LLC | 0.01% | Add +0.1% | 697,287 | $131.2M |
| Cetera Investment Advisers | 0.11% | Add +3.0% | 657,270 | $123.6M |
| Corient Private Wealth LP | 0.14% | Add +24.0% | 550,068 | $103.5M |
| Blair William & Co. | 0.25% | Add +4.8% | 501,346 | $94.3M |
| SHP Wealth Management | 6.47% | Add +0.7% | 500,298 | $94.1M |
| Ameriprise Financial Inc. | 0.02% | Add +22.2% | 480,739 | $90.4M |
| Citizens Financial Group Inc. | 0.99% | Reduce -2.7% | 437,273 | $82.2M |
| Osaic Holdings, Inc. | 0.09% | Add +10.9% | 420,115 | $79.1M |
| Allworth Financial LP | 0.33% | Reduce -3.7% | 415,167 | $78.1M |
| Madison Wealth Partners, Inc | 9.81% | Reduce -0.1% | 409,922 | $77.1M |
| Kintra Wealth, LLC | 3.72% | Add +29.2% | 365,112 | $71.2M |
| Legacy Financial Group LLC | 7.89% | Add +9.5% | 372,777 | $70.1M |
| Modera Wealth Management, LLC | 0.71% | Add +0.8% | 354,960 | $66.8M |
| Howe & Rusling Inc. | 3.71% | Add +0.3% | 339,855 | $63.9M |
| Tanglewood Legacy Advisors, LLC | 20.39% | Reduce -0.1% | 335,931 | $63.2M |
| Curi Capital, LLC | 0.97% | Add +18.4% | 332,072 | $62.5M |
| Tennessee Valley Asset Management Partners | 6.83% | Reduce -0.5% | 329,315 | $61.9M |
| Cardinal Strategic Wealth Guidance | 12.36% | Reduce -14.5% | 289,900 | $54.5M |
| Bleakley Financial Group, LLC | 0.64% | Add +0.7% | 267,472 | $50.3M |
| Equitable Holdings, Inc. | 0.30% | Add +6.8% | 265,006 | $49.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.7% | 260,289 | $49.0M |
| Charles Schwab Trust Co | 2.67% | Reduce -9.8% | 254,306 | $47.8M |
| DDFG, Inc | 9.44% | Reduce -7.6% | 252,703 | $47.5M |
| Gotham Asset Management | 0.11% | Add +79.7% | 243,786 | $45.9M |
| Aurdan Capital Management, LLC | 11.63% | Add +0.5% | 243,754 | $45.8M |
| Principal Securities, Inc. | 0.53% | Reduce -8.8% | 231,839 | $43.6M |
| Hilltop Wealth Advisors, LLC | 21.49% | Reduce -5.3% | 228,398 | $43.0M |
| Veracity Capital LLC | 11.55% | Reduce -0.3% | 227,402 | $42.8M |
| Voisard Asset Management Group, Inc. | 7.81% | Add +2.0% | 219,334 | $41.3M |
| Private Advisor Group, LLC | 0.19% | Add +1.7% | 216,562 | $40.7M |
| Westwood Holdings Group Inc. | 0.31% | Add +457.9% | 214,791 | $40.4M |
| Aspen Wealth Management LLC | 6.75% | Add +6.6% | 211,338 | $39.8M |
| SCS Capital Management LLC | 0.36% | Add +0.2% | 204,044 | $38.4M |
| United Capital Financial Advisors, LLC | 0.21% | Add +18.5% | 202,069 | $38.1M |
| Janney Montgomery Scott LLC | 0.07% | Add +128.0% | 198,097 | $37.3M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -9.1% | 195,323 | $36.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.9% | 192,183 | $36.1M |
| Cutler Investment Counsel LLC | 3.35% | Add +0.7% | 189,385 | $35.6M |
| Atlantic Union Bankshares Corp | 0.59% | Reduce -5.5% | 187,866 | $35.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.9% | 226,543 | $35.1M |
| Valmark Advisers, Inc. | 0.36% | Reduce -4.4% | 179,657 | $33.8M |
| Focus Partners Wealth | 0.03% | Reduce -1.5% | 179,638 | $33.8M |
| ForthRight Wealth Management, LLC | 8.27% | Reduce -0.9% | 171,918 | $32.3M |
| MML Investors Services, LLC | 0.06% | Add +21.7% | 166,331 | $31.3M |
| Sanctuary Advisors, LLC | 0.14% | Add +4.0% | 163,131 | $30.7M |
| NorthStar Asset Management LLC | 6.52% | Add +7.5% | 161,629 | $30.4M |
| CX Institutional | 0.84% | Reduce -7.3% | 154,478 | $29.1M |
| Madison Asset Management, LLC | 0.34% | Add +24.8% | 151,348 | $28.5M |
| Goldstone Financial Group, LLC | 2.54% | Add +9.2% | 147,931 | $27.8M |
| Alliance Private Wealth, LLC | 9.64% | Reduce -5.8% | 147,476 | $27.7M |
| Allianz Asset Management GmbH | 0.03% | Add +115.3% | 145,904 | $27.4M |
| Bank of New York Mellon Corp | 0.00% | Add +4.5% | 143,172 | $26.9M |
| Waldron Private Wealth LLC | 0.93% | Reduce -11.5% | 142,383 | $26.8M |
| Spire Wealth Management | 0.79% | Reduce -0.1% | 138,357 | $26.0M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 138,172 | $26.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.6% | 137,906 | $25.9M |
| Strategies Wealth Advisors, LLC | 2.26% | Reduce -10.4% | 134,539 | $25.3M |
| Integrated Wealth Concepts LLC | 0.16% | Add +0.4% | 132,670 | $25.0M |
| Doliver Advisors, LP | 5.53% | Reduce -0.1% | 129,735 | $24.4M |
| Hudock, Inc. | 3.08% | Reduce -1.1% | 128,030 | $24.1M |
| Atria Investments, Inc | 0.24% | Add +4.1% | 127,601 | $24.0M |
| Founders Financial Securities LLC | 1.18% | Add +2.6% | 122,713 | $23.1M |
| Horizon Investments, LLC | 0.25% | Reduce -48.5% | 122,134 | $23.0M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +2.8% | 120,374 | $22.6M |
| Rwa Wealth Partners, LLC | 0.21% | Add +0.3% | 119,223 | $22.4M |
| Birchcreek Wealth Management, LLC | 8.68% | Reduce -0.2% | 118,414 | $22.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -36.3% | 118,301 | $22.3M |
| Elevation Wealth Partners, LLC | 6.66% | Add +0.3% | 118,225 | $22.2M |
| Systelligence, LLC | 3.54% | New | 112,585 | $21.2M |
| Petix & Botte Co | 3.97% | Add +74.6% | 104,982 | $19.7M |
| PCA Investment Advisory Services Inc. | 5.33% | Add +1.3% | 101,558 | $19.1M |
| Canvas Wealth Advisors, LLC | 2.66% | Add +2.2% | 101,556 | $19.1M |
| Richard W. Paul & Associates, LLC | 5.79% | Reduce -0.0% | 100,700 | $18.9M |
| BlackRock, Inc. | 0.00% | Reduce -2.6% | 95,525 | $18.0M |
| Mascoma Wealth Management LLC | 3.20% | Add +0.6% | 91,744 | $17.3M |
| Main Street Financial Solutions, LLC | 1.10% | Add +0.1% | 90,838 | $17.1M |
| Captrust Financial Advisors | 0.03% | Add +2.1% | 90,059 | $16.9M |
| Roberts Financial Services LLC | 4.88% | Reduce -3.6% | 88,554 | $16.7M |
| Financial Council, LLC | 5.24% | Add +0.1% | 85,946 | $16.2M |
| Creative Planning | 0.01% | Add +6.1% | 84,716 | $15.9M |
| IHT Wealth Management, LLC | 0.33% | Reduce -0.2% | 82,368 | $15.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -17.4% | 81,361 | $15.3M |
| VestGen Advisors, LLC | 0.45% | Reduce -49.1% | 80,938 | $15.2M |
| Cosner Financial Group, LLC | 7.78% | Add +1.8% | 79,293 | $15.2M |
| Fifth Third Bancorp | 0.02% | Reduce -0.9% | 80,376 | $15.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -17.1% | 79,015 | $14.8M |
| Stevens Capital Partners | 2.80% | Reduce -13.2% | 78,151 | $14.7M |
| Gallagher Fiduciary Advisors, LLC | 0.48% | Add +21.6% | 77,899 | $14.7M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +5.3% | 77,885 | $14.6M |
| Foundry Financial Group, Inc. | 6.30% | Add +2.1% | 77,418 | $14.6M |
| Northern Trust Corp. | 0.00% | Add +305.1% | 76,340 | $14.4M |
| IFG Advisory, LLC | 0.50% | New | 75,859 | $14.3M |
| Brio Consultants, LLC | 1.66% | Reduce -1.1% | 75,494 | $14.2M |
| Ironwood Wealth Management, Inc. | 5.99% | Reduce -0.8% | 75,302 | $14.2M |
| Macro Advisors, Inc. | 4.49% | Add +6.6% | 74,910 | $14.1M |
| Cresset Asset Management, LLC | 0.05% | Add +17.5% | 72,807 | $13.7M |
| Seven Springs Wealth Group, LLC | 3.03% | Add +9.4% | 72,304 | $13.6M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -0.5% | 72,221 | $13.6M |
| &partners | 0.05% | Add +33.0% | 70,807 | $13.3M |
| TD Private Client Wealth LLC | 0.24% | Add +10.4% | 68,937 | $13.0M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -2.4% | 66,605 | $12.5M |
| Savant Capital, LLC | 0.04% | Add +1.4% | 66,492 | $12.5M |
| Global Strategic Investment Solutions, LLC | 1.07% | Add +0.0% | 63,772 | $12.0M |
| Arkadios Wealth Advisors | 0.18% | Add +12.7% | 62,845 | $11.8M |
| Baird Financial Group, Inc. | 0.02% | Reduce -6.0% | 61,937 | $11.6M |
| BOS Asset Management, LLC | 2.68% | Reduce -20.6% | 61,092 | $11.5M |
| Quent Capital, LLC | 0.70% | Reduce -3.2% | 60,599 | $11.4M |
| Johnson Financial Group, Inc. | 0.37% | Add +707.2% | 59,541 | $11.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +7.8% | 56,955 | $10.7M |
| Truist Financial Corp. | 0.01% | Reduce -5.2% | 55,562 | $10.5M |
| AQR Capital Management | 0.00% | Add +66.8% | 50,635 | $9.5M |
| Bawa N Mallick Trust | 3.06% | Add +35.9% | 50,254 | $9.5M |
| Banque Transatlantique SA | 0.20% | New | 50,120 | $9.4M |
| South Shore Capital Advisors | 6.28% | Add +0.6% | 49,860 | $9.4M |
| NewEdge Advisors, LLC | 0.03% | Reduce -2.6% | 48,940 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -28.4% | 48,727 | $9.2M |
| Motive Wealth Advisors | 3.75% | Reduce -0.9% | 48,463 | $9.1M |
| Phoenix Wealth Advisors | 3.07% | Add +4.0% | 48,409 | $9.1M |
| Perigon Wealth Management, LLC | 0.14% | Reduce -1.1% | 48,107 | $9.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.7% | 45,800 | $8.7M |
| Spectrum Wealth Advisory Group, LLC | 2.44% | Reduce -0.2% | 45,564 | $8.6M |
| Legacy Solutions, LLC | 6.77% | Reduce -0.1% | 44,454 | $8.4M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +25.9% | 43,839 | $8.2M |
| Thoroughbred Financial Services, LLC | 0.39% | Add +0.5% | 43,641 | $8.2M |
| Merkkuri Wealth Advisors LLC | 4.99% | Add +11.6% | 42,803 | $8.1M |
| HRT Financial LP | 0.01% | Add +15.9% | 42,000 | $7.9M |
| Vident Advisory, LLC | 0.06% | Reduce -0.2% | 41,982 | $7.9M |
| Park Avenue Securities LLC | 0.05% | Add +95.8% | 41,753 | $7.9M |
| Amplius Wealth Advisors, LLC | 0.57% | Reduce -2.3% | 41,305 | $7.8M |
| Investment Advisory Services Inc. /TX | 2.22% | Reduce -0.0% | 41,010 | $7.7M |
| Advisory Services Network, LLC | 0.09% | Add +2.1% | 40,404 | $7.6M |
| Ackerman Capital Advisors, LLC | 1.53% | Add +0.7% | 40,281 | $7.6M |
| Able Wealth Management LLC | 1.73% | Add +0.6% | 40,167 | $7.6M |
| Parsons Capital Management Inc. | 0.34% | Add +5.7% | 39,414 | $7.4M |
| Global Retirement Partners, LLC | 0.11% | — | 37,781 | $7.1M |
| Endowment Wealth Management, Inc. | 2.69% | Add +5.2% | 36,936 | $6.9M |
| Cornerstone Advisory, LLC | 0.57% | Reduce -0.3% | 36,272 | $6.8M |
| Diversify Advisory Services, LLC | 0.11% | New | 37,614 | $6.8M |
| Diversify Wealth Management, LLC | 0.11% | Add +0.3% | 37,614 | $6.8M |
| Old Mission Investment Co LLC | 1.42% | Reduce -0.3% | 36,105 | $6.8M |
| First Heartland Consultants, Inc. | 0.43% | Reduce -1.3% | 35,104 | $6.6M |
| Rooted Wealth Advisors, Inc. | 1.60% | Add +7.3% | 34,793 | $6.5M |
| Deutsche Bank AG | 0.00% | No change | 33,933 | $6.4M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -3.3% | 33,601 | $6.3M |
| Bank of Montreal | 0.00% | Reduce -1.0% | 33,441 | $6.3M |
| McDonald Partners LLC | 1.46% | No change | 32,000 | $6.0M |
| 1900 Wealth Management LLC | 0.33% | Reduce -4.0% | 31,526 | $5.9M |
| Essex Financial Services, Inc. | 0.29% | Add +0.3% | 30,663 | $5.8M |
| OpenArc Corporate Advisory, LLC | 0.07% | Reduce -5.9% | 30,596 | $5.8M |
| Lido Advisors, LLC | 0.02% | Reduce -11.4% | 30,575 | $5.8M |
| Fortress Financial Group, LLC | 2.87% | Reduce -68.3% | 30,550 | $5.7M |
| Windward Private Wealth Management Inc. | 1.83% | Reduce -0.6% | 30,403 | $5.7M |
| Cornell Pochily Investment Advisors, Inc. | 1.50% | Reduce -1.4% | 29,673 | $5.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.02% | Reduce -0.2% | 29,420 | $5.5M |
| Garde Capital, Inc. | 0.25% | Reduce -2.3% | 29,323 | $5.5M |
| Independence Financial Advisors, LLC | 1.42% | Reduce -27.3% | 29,117 | $5.5M |
| Quantinno Capital Management LP | 0.01% | Add +1.3% | 29,023 | $5.5M |
| Flagship Private Wealth, LLC | 1.93% | Add +3.5% | 28,999 | $5.5M |
| WealthShield Partners, LLC | 0.83% | Add +2.4% | 28,938 | $5.4M |
| Columbus Macro, LLC | 0.53% | Add +9.7% | 28,856 | $5.4M |
| Knightsbridge Asset Management, LLC | 0.71% | Reduce -7.7% | 28,730 | $5.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -12.2% | 28,608 | $5.4M |
| Aspiriant, LLC | 0.13% | Add +1.8% | 28,293 | $5.3M |
| Stonebridge Financial Planning Group, LLC | 1.69% | Reduce -1.1% | 28,156 | $5.3M |
| Neumann Capital Management, LLC | 3.47% | Add +0.2% | 27,866 | $5.2M |
| JMG Financial Group, Ltd. | 0.13% | Add +5.7% | 27,811 | $5.2M |
| Greenline Partners, LLC | 0.53% | No change | 27,574 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.5% | 27,535 | $5.2M |
| MAI Capital Management | 0.02% | Add +327.3% | 27,123 | $5.1M |
| Midwest Trust Co | 0.06% | Add +4.7% | 27,054 | $5.1M |
| Transcend Capital Advisors, LLC | 0.34% | Add +17.5% | 26,910 | $5.1M |
| M&T Bank Corp | 0.01% | Reduce -4.3% | 26,820 | $5.0M |
| Susquehanna International Group, LLP | 0.00% | New | 26,177 | $4.9M |
| CIBC Bancorp USA Inc. | 0.01% | Add +37.6% | 27,171 | $4.9M |
| Kingsview Wealth Management, LLC | 0.06% | Add +31.9% | 25,818 | $4.9M |
| Independent Financial Group, LLC | 0.09% | Add +1.9% | 25,572 | $4.8M |
| US Bancorp \de | 0.01% | Reduce -5.9% | 25,284 | $4.8M |
| HB Wealth Management, LLC | 0.03% | Add +1.6% | 25,200 | $4.7M |
| Omega Financial Group, LLC | 1.43% | Add +0.0% | 25,020 | $4.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.4% | 25,004 | $4.7M |
| Clearstead Advisors, LLC | 0.04% | Reduce -33.5% | 24,474 | $4.6M |
| Golden State Wealth Management, LLC | 0.40% | Add +0.0% | 23,285 | $4.4M |
| Valpey Financial Services, LLC | 2.56% | Reduce -1.0% | 22,879 | $4.3M |
| Americana Partners, LLC | 0.10% | Reduce -0.2% | 22,860 | $4.3M |
| Prospera Financial Services Inc | 0.06% | Add +10.1% | 22,748 | $4.3M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -0.0% | 22,803 | $4.3M |
| Bailard, Inc. | 0.09% | Add +1.8% | 22,630 | $4.3M |
| CENTRAL TRUST Co | 0.08% | Reduce -0.7% | 22,583 | $4.2M |
| William Howard & Co Financial Advisors Inc | 3.30% | No change | 22,566 | $4.2M |
| Western Wealth Management, LLC | 0.14% | Reduce -0.0% | 22,519 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.8% | 22,154 | $4.2M |
| Ieq Capital, LLC | 0.02% | Add +2.0% | 21,976 | $4.1M |
| Van Diest Capital, LLC | 3.67% | Add +45.7% | 21,804 | $4.1M |
| EP Wealth Advisors, LLC | 0.02% | Add +26.7% | 21,686 | $4.1M |
| Trek Financial, LLC | 0.20% | Add +1.0% | 21,296 | $4.0M |
| Colorado Capital Management, Inc. | 1.35% | Reduce -2.4% | 21,049 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.3% | 20,934 | $3.9M |
| D.A. Davidson & Co. | 0.02% | Reduce -38.4% | 20,849 | $3.9M |
| Bulwark Capital Corp | 2.21% | Add +2.0% | 20,845 | $3.9M |
| Caprock Group, LLC | 0.07% | No change | 20,633 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -2.0% | 20,021 | $3.8M |
| Ameritas Advisory Services, LLC | 0.08% | Add +142.4% | 19,833 | $3.7M |
| RFG Advisory, LLC | 0.06% | Add +9.1% | 19,499 | $3.7M |
| Sovereign Financial Group, Inc. | 0.56% | Reduce -2.0% | 19,353 | $3.6M |
| Eagle Strategies LLC | 0.36% | Reduce -0.9% | 19,207 | $3.6M |
| Jane Street Group, LLC | 0.00% | Add +21.3% | 18,910 | $3.6M |
| Caliber Wealth Management, LLC / KS | 0.34% | Reduce -1.1% | 18,869 | $3.5M |
| Harbour Investments, Inc. | 0.05% | Add +5.8% | 18,803 | $3.5M |
| Rasp Wealth Solutions, LLC | 1.18% | — | 18,787 | $3.5M |
| Seeds Investor LLC | 0.36% | Add +20.2% | 18,731 | $3.5M |
| Stokes Family Office, LLC | 0.40% | Reduce -20.4% | 18,410 | $3.5M |
| Private Trust Co. NA | 0.27% | Reduce -2.1% | 18,263 | $3.4M |
| HighPoint Advisor Group LLC | 0.12% | Add +3.5% | 17,664 | $3.3M |
| Sigma Planning Corp | 0.08% | Add +12.9% | 17,366 | $3.3M |
| Citadel Advisors | 0.00% | New | 17,198 | $3.2M |
| Nicolet Bankshares Inc. | 0.10% | Add +13.0% | 17,015 | $3.2M |
| New Wave Wealth Advisors LLC | 0.87% | Reduce -7.7% | 16,969 | $3.2M |
| Jamison Private Wealth Management, Inc. | 0.33% | Reduce -2.7% | 16,947 | $3.2M |
| Valley Forge Investment Consultants Inc. Adv | 0.82% | Reduce -5.8% | 16,875 | $3.2M |
| NBT Bank, N.A. | 0.21% | Reduce -86.7% | 16,536 | $3.1M |
| Cahill Financial Advisors Inc. | 0.30% | Reduce -0.1% | 16,512 | $3.1M |
| TriaGen Wealth Management LLC | 0.78% | Reduce -2.4% | 16,483 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -10.1% | 16,405 | $3.1M |
| Integrated Advisors Network LLC | 0.14% | Add +121.1% | 16,030 | $3.0M |
| Hollencrest Capital Management | 0.19% | No change | 15,679 | $2.9M |
| Arax Advisory Partners | 0.02% | Add +70.8% | 15,532 | $2.9M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Reduce -51.7% | 15,436 | $2.9M |
| Watchman Group, Inc. | 0.63% | Reduce -1.6% | 15,069 | $2.8M |
| Biondo Investment Advisors, LLC | 0.34% | Add +7.0% | 14,952 | $2.8M |
| Provenance Wealth Advisors, LLC | 0.26% | Add +18.7% | 14,763 | $2.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +20.9% | 14,707 | $2.8M |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -54.1% | 14,687 | $2.8M |
| Keenan, LLC | 1.94% | Reduce -11.3% | 14,602 | $2.7M |
| Planning Directions Inc. | 1.27% | Reduce -2.0% | 14,559 | $2.7M |
| PFG Advisors | 0.13% | Reduce -11.3% | 14,215 | $2.7M |
| Columbia Advisory Partners LLC | 1.47% | No change | 14,190 | $2.7M |
| Brighton Jones LLC | 0.05% | Add +15.4% | 13,837 | $2.6M |
| NewEdge Wealth, LLC | 0.03% | Add +2.1% | 13,793 | $2.6M |
| Mgo One Seven LLC | 0.04% | Reduce -8.6% | 13,735 | $2.6M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -7.5% | 13,652 | $2.6M |
| Topel & Distasi Wealth Management, LLC | 1.24% | No change | 13,625 | $2.6M |
| Vise Technologies, Inc. | 0.03% | Add +38.4% | 13,367 | $2.5M |
| Flagship Harbor Advisors, LLC | 0.09% | Add +9.3% | 13,172 | $2.5M |
| Navigation Group, LLC | 0.46% | No change | 12,619 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +3.3% | 12,429 | $2.3M |
| GC Wealth Management RIA, LLC | 0.13% | Add +2.5% | 12,343 | $2.3M |
| BCS Wealth Management | 0.42% | Add +2.9% | 12,303 | $2.3M |
| Summit Financial, LLC | 0.03% | Reduce -24.9% | 12,261 | $2.3M |
| White Lighthouse Investment Management Inc. | 0.29% | Reduce -0.5% | 12,257 | $2.3M |
| RFG - Bristol Wealth Advisors, LLC | 0.55% | Reduce -3.2% | 12,144 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -23.9% | 12,015 | $2.3M |
| XTX Topco Ltd | 0.03% | New | 11,937 | $2.2M |
| Robinson Smith Wealth Advisors LLC | 1.33% | Add +23.4% | 11,772 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -0.2% | 11,727 | $2.2M |
| Uptick Partners, LLC | 0.34% | Add +11.1% | 11,670 | $2.2M |
| Liberty One Investment Management, LLC | 0.22% | Add +7.4% | 11,609 | $2.2M |
| Beam Wealth Advisors, Inc. | 0.48% | Reduce -13.1% | 11,491 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.9% | 11,430 | $2.1M |
| Perennial Investment Advisors, LLC | 0.14% | Add +31.6% | 11,388 | $2.1M |
| Inspire Advisors, LLC | 0.15% | Add +52.0% | 11,166 | $2.1M |
| Sterling Investment Counsel, LLC | 0.49% | Reduce -11.7% | 11,129 | $2.1M |
| St. Clair Advisors, LLC | 0.53% | No change | 11,054 | $2.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -3.3% | 10,815 | $2.0M |
| Presilium Private Wealth, LLC | 0.31% | Reduce -1.3% | 10,621 | $2.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -7.5% | 10,621 | $2.0M |
| GSG Advisors LLC | 0.44% | Add +2.4% | 10,616 | $2.0M |
| Mission Wealth Management, LP | 0.02% | Add +275.9% | 10,550 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +5.1% | 10,428 | $2.0M |
| Hubbell Strickland Wealth Management, LLC | 0.69% | Add +0.7% | 10,171 | $1.9M |
| Diversified Enterprises, LLC | 0.09% | Add +32.5% | 10,144 | $1.9M |
| Citigroup Inc. | 0.00% | Add +29.7% | 10,121 | $1.9M |
| YHB Investment Advisors, Inc. | 0.12% | Add +5.2% | 10,077 | $1.9M |
| Cim, LLC | 0.24% | Reduce -0.9% | 10,063 | $1.9M |
| Darden Wealth Group Inc | 0.75% | Reduce -1.2% | 10,046 | $1.9M |
| Waverly Advisors, LLC | 0.01% | Add +20.8% | 9,880 | $1.9M |
| Becker Capital Management Inc. | 0.05% | No change | 9,807 | $1.8M |
| Morris Financial Concepts, Inc. | 0.56% | Reduce -1.2% | 9,788 | $1.8M |
| Crestwood Advisors Group, LLC | 0.03% | Add +6.6% | 9,698 | $1.8M |
| Sweeney & Michel, LLC | 0.48% | Add +0.1% | 9,359 | $1.8M |
| Satovsky Asset Management LLC | 0.28% | Add +347.5% | 9,470 | $1.8M |
| Catalyst Private Wealth, LLC | 0.86% | Reduce -3.5% | 9,438 | $1.8M |
| Heritage Wealth Management, Inc. | 0.88% | Reduce -3.3% | 9,418 | $1.8M |
| Commerce Bank | 0.01% | Reduce -0.2% | 9,391 | $1.8M |
| Trilogy Capital Inc. | 0.07% | Reduce -2.6% | 9,259 | $1.7M |
| Matauro, LLC | 0.23% | Reduce -13.5% | 9,214 | $1.7M |
| Barnes Dennig Private Wealth Management LLC | 1.38% | Add +7.7% | 9,157 | $1.7M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.7% | 9,027 | $1.7M |
| Patten & Patten Inc. | 0.09% | No change | 9,010 | $1.7M |
| Investors Research Corp | 0.30% | Add +0.5% | 8,967 | $1.7M |
| Victory Financial Group, LLC | 0.18% | Add +2.7% | 8,955 | $1.7M |
| Franklin Resources Inc. | 0.00% | Add +37.8% | 8,843 | $1.7M |
| Keystone Financial Group | 0.10% | Reduce -2.9% | 8,739 | $1.6M |
| Zions Bancorporation, National Association | 0.09% | Add +6.6% | 8,320 | $1.6M |
| High Point Wealth Management, LLC | 1.30% | Add +0.1% | 8,261 | $1.6M |
| Benchmark Financial Wealth Advisors, LLC | 0.38% | Add +0.1% | 8,221 | $1.5M |
| Ritholtz Wealth Management | 0.02% | New | 8,175 | $1.5M |
| VAUGHAN & Co SECURITIES, INC. | 0.72% | Reduce -0.2% | 8,155 | $1.5M |
| Symphony Financial, Ltd. Co. | 0.17% | Add +0.6% | 8,150 | $1.5M |
| Wealth Management Partners, LLC | 0.36% | Reduce -1.7% | 8,039 | $1.5M |
| Total Clarity Wealth Management, Inc. | 0.29% | Add +1.0% | 8,027 | $1.5M |
| Mitchell McLeod Pugh & Williams Inc. | 0.18% | Add +0.0% | 8,005 | $1.5M |
| Summit Wealth Partners, LLC | 0.21% | No change | 7,938 | $1.5M |
| American State Bank (Iowa) | 0.60% | Reduce -0.2% | 7,895 | $1.5M |
| Bessemer Group Inc. | 0.00% | Add +80.6% | 7,876 | $1.5M |
| Park Place Capital Corp | 0.23% | Add +2.4% | 7,722 | $1.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.47% | Reduce -1.3% | 7,809 | $1.5M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -7.4% | 7,888 | $1.4M |
| Apollon Financial, LLC | 0.17% | Reduce -1.8% | 7,642 | $1.4M |
| One Day In July LLC | 0.10% | Add +2.0% | 7,627 | $1.4M |
| Moneco Advisors, LLC | 0.09% | Add +0.1% | 7,602 | $1.4M |
| Foundations Investment Advisors, LLC | 0.01% | Add +12.5% | 7,547 | $1.4M |
| Ipswich Investment Management Co., Inc. | 0.30% | No change | 7,521 | $1.4M |
| Innovative Wealth Building LLC | 0.81% | Reduce -8.1% | 7,433 | $1.4M |
| Savvy Advisors, Inc. | 0.03% | Add +105.3% | 7,233 | $1.4M |
| Ascentis Wealth Management, LLC | 0.23% | Add +1.6% | 7,178 | $1.4M |
| TL Private Wealth | 0.49% | Add +0.1% | 7,232 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 7,122 | $1.3M |
| PFG Investments, LLC | 0.05% | Add +1.5% | 7,038 | $1.3M |
| Ullmann Wealth Partners Group, LLC | 0.12% | Add +0.0% | 7,033 | $1.3M |
| Inscription Capital, LLC | 0.12% | No change | 7,031 | $1.3M |
| Prosperity Consulting Group, LLC | 0.05% | Add +1.3% | 6,983 | $1.3M |
| Graney & King, LLC | 0.47% | Add +0.1% | 6,968 | $1.3M |
| Burns Matteson Capital Management, LLC | 0.41% | Reduce -5.6% | 6,932 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.26% | Add +0.0% | 6,845 | $1.3M |
| Grey Fox Wealth Advisors, LLC | 0.20% | Reduce -2.6% | 6,779 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +13.4% | 6,760 | $1.3M |
| Renasant Bank | 0.82% | Add +2.3% | 6,750 | $1.3M |
| Elevation Capital Advisory, LLC | 0.49% | Add +22.8% | 6,719 | $1.3M |
| Magnolia Capital Advisors LLC | 0.21% | No change | 6,653 | $1.3M |
| PGIM Custom Harvest LLC | 0.02% | Add +49.6% | 6,649 | $1.3M |
| Weil Company, Inc. | 0.22% | No change | 6,636 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 6,606 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +2.0% | 6,578 | $1.2M |
| Meridian Financial Advisors, LLC | 0.59% | Reduce -5.4% | 6,531 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Add +65.0% | 6,531 | $1.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.12% | No change | 6,528 | $1.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | No change | 6,507 | $1.2M |
| IMA Advisory Services, Inc. | 0.08% | New | 6,505 | $1.2M |
| Venture Visionary Partners LLC | 0.03% | Reduce -5.4% | 6,503 | $1.2M |
| Verus Capital Partners, LLC | 0.06% | Add +3.0% | 6,367 | $1.2M |
| Droms Strauss Advisors Inc. /Mo/ | 0.27% | Add +0.1% | 6,337 | $1.2M |
| Van Hulzen Asset Management, LLC | 0.08% | Reduce -32.3% | 6,287 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +234.7% | 6,222 | $1.2M |
| Westco Advisory Services Inc. | 0.71% | Reduce -2.4% | 6,221 | $1.2M |
| XML Financial, LLC | 0.08% | Add +0.1% | 6,164 | $1.2M |
| Sapient Capital LLC | 0.01% | Add +1.8% | 6,081 | $1.1M |
| Intrua Financial, LLC | 0.11% | Add +5.1% | 6,036 | $1.1M |
| Private Wealth Partners, LLC | 0.08% | No change | 6,028 | $1.1M |
| Schmidt P J Investment Management Inc. | 0.18% | No change | 6,000 | $1.1M |
| Twelve Points Wealth Management LLC | 0.22% | Reduce -10.5% | 5,922 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +26.0% | 5,863 | $1.1M |
| Tannin Capital LLC | 0.72% | Add +0.0% | 5,814 | $1.1M |
| Visionary Wealth Advisors | 0.04% | Add +0.0% | 5,807 | $1.1M |
| Leavell Investment Management, Inc. | 0.04% | No change | 5,798 | $1.1M |
| NTV Asset Management LLC | 0.11% | No change | 5,772 | $1.1M |
| Axis Wealth Partners, LLC | 0.52% | Reduce -2.7% | 5,717 | $1.1M |
| TCTC Holdings, LLC | 0.03% | No change | 5,699 | $1.1M |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +0.1% | 5,635 | $1.1M |
| Meridian Wealth Management, LLC | 0.03% | Add +1.9% | 5,612 | $1.1M |
| Geneos Wealth Management Inc. | 0.02% | Reduce -5.5% | 5,585 | $1.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | New | 5,525 | $1.0M |
| Whalerock Point Partners, LLC | 0.18% | No change | 5,509 | $1.0M |
| United Advisor Group, LLC | 0.11% | Add +75.2% | 5,441 | $1.0M |
| Asset Management Group, Inc. | 0.15% | Reduce -5.0% | 5,439 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.63% | No change | 5,394 | $1.0M |
| Ulland Investment Advisors, LLC | 0.75% | Reduce -9.0% | 5,390 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -1.2% | 5,382 | $1.0M |
| Bedel Financial Consulting, Inc. | 0.10% | No change | 5,379 | $1.0M |
| Moment Partners, LLC | 0.18% | Reduce -33.9% | 5,373 | $1.0M |
| Millennium Management | 0.00% | New | 5,348 | $1.0M |
| Colonial Trust Co / SC | 0.13% | No change | 5,346 | $1.0M |
| Twin Focus Capital Partners, LLC | 0.10% | No change | 5,331 | $1.0M |
| Calton & Associates, Inc. | 0.15% | Reduce -1.5% | 5,327 | $1.0M |
| Consilio Wealth Advisors, LLC | 0.24% | Add +0.0% | 5,327 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -50.1% | 5,253 | $988K |
| Titleist Asset Management, LLC | 0.07% | Reduce -3.9% | 5,215 | $981K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 5,156 | $970K |
| Wealth Quarterback LLC | 0.30% | Add +0.1% | 5,129 | $965K |
| Betterment LLC | 0.00% | Reduce -12.8% | 5,093 | $958K |
| Choreo, LLC | 0.01% | Add +0.2% | 5,097 | $958K |
| Financial Partners Group, Inc | 0.10% | Add +4.7% | 5,090 | $957K |
| GDS Wealth Management | 0.05% | Reduce -3.3% | 5,041 | $948K |
| Mitchell Capital Management Co. | 0.14% | Reduce -0.7% | 5,037 | $947K |
| Hoxton Planning & Management, LLC | 0.25% | Add +1.7% | 5,014 | $943K |
| RPG Investment Advisory, LLC | 0.10% | Add +0.3% | 4,997 | $940K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.0% | 4,994 | $939K |
| FC Advisory LLC | 0.25% | No change | 4,990 | $939K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -10.3% | 4,964 | $934K |
| Forte Asset Management LLC | 0.38% | No change | 4,949 | $931K |
| Millington Financial Advisors, LLC | 0.36% | Add +0.1% | 5,035 | $925K |
| Bearing Point Capital, LLC | 0.12% | No change | 4,900 | $922K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -3.4% | 4,898 | $921K |
| Insight Wealth Strategies, LLC | 0.09% | Add +0.1% | 4,888 | $916K |
| Tudor Investment Corporation | 0.00% | Reduce -89.2% | 4,845 | $911K |
| SouthState Bank Corp | 0.04% | Reduce -1.1% | 4,837 | $910K |
| Integrated Wealth Management | 0.96% | Reduce -0.0% | 4,836 | $910K |
| Whittier Trust Co. | 0.01% | No change | 4,802 | $901K |
| Legacy Financial Advisors, Inc. | 0.11% | No change | 4,756 | $895K |
| Legacy Private Trust Co. | 0.05% | No change | 4,700 | $884K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -2.6% | 4,671 | $879K |
| Empirical Asset Management, LLC | 0.20% | Reduce -0.4% | 4,662 | $877K |
| MidFirst Bank | 0.06% | No change | 4,636 | $872K |
| Kaizen Financial Strategies | 0.34% | Add +7.0% | 4,647 | $870K |
| Bennett Selby Investments LP | 0.28% | No change | 4,585 | $862K |
| Vanguard Advisers Inc. | 0.00% | Add +7.0% | 4,577 | $861K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.13% | Reduce -0.7% | 4,528 | $852K |
| Boyd Wealth Management, LLC | 0.32% | Reduce -4.0% | 4,525 | $851K |
| Weaver Consulting Group | 0.17% | No change | 4,462 | $839K |
| GWN Securities Inc. | 0.14% | Add +0.5% | 4,445 | $836K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +1.2% | 4,432 | $834K |
| Sage Financial Management Group, Inc. | 0.23% | No change | 4,404 | $828K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,392 | $826K |
| Worth Financial Advisory Group, LLC | 0.34% | New | 4,365 | $821K |
| Annex Advisory Services, LLC | 0.01% | Add +1.5% | 4,338 | $816K |
| Clark Capital Management Group, Inc. | 0.00% | Add +3.3% | 4,337 | $816K |
| Simplicity Wealth,LLC | 0.03% | Reduce -2.7% | 4,281 | $805K |
| Fourth Dimension Wealth, LLC | 0.25% | Reduce -18.8% | 4,273 | $804K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.7% | 4,265 | $802K |
| Godshalk Welsh Capital Management, Inc. | 0.43% | Reduce -0.9% | 4,215 | $793K |
| Calamos Wealth Management LLC | 0.02% | No change | 4,171 | $785K |
| TritonPoint Partners, LLC | 0.07% | Add +73.0% | 4,166 | $784K |
| TRUE Private Wealth Advisors | 0.07% | Add +51.1% | 4,143 | $779K |
| Libra Wealth LLC | 0.20% | No change | 4,133 | $777K |
| Smith Salley Wealth Management | 0.03% | New | 4,114 | $774K |
| Elm Partners Management LLC | 0.03% | No change | 4,100 | $771K |
| Three Bridge Wealth Advisors, LLC | 0.19% | Add +0.1% | 4,095 | $770K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +24.1% | 4,086 | $769K |
| Sterling Capital Management LLC | 0.01% | Reduce -1.3% | 4,061 | $764K |
| Waterloo Capital, L.P. | 0.04% | Reduce -19.2% | 4,023 | $757K |
| Meridian Wealth Advisors, LLC | 0.09% | No change | 4,000 | $752K |
| AlTi Global, Inc. | 0.02% | No change | 3,971 | $747K |
| Silverlake Wealth Management LLC | 0.14% | Add +138.3% | 3,944 | $742K |
| FourThought Financial Partners, LLC | 0.06% | Reduce -6.3% | 3,938 | $741K |
| One Charles Private Wealth Services, LLC | 0.17% | Reduce -12.6% | 3,936 | $740K |
| Kovack Advisors, Inc. | 0.04% | Add +30.1% | 3,882 | $729K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -2.0% | 3,868 | $728K |
| Thayer Financial, L.L.C. | 0.66% | Reduce -3.6% | 3,855 | $725K |
| Melone Private Wealth, LLC | 0.27% | Reduce -2.3% | 3,838 | $722K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.7% | 3,771 | $709K |
| PMG Wealth Management, Inc. | 0.43% | Reduce -3.5% | 3,696 | $695K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 3,678 | $692K |
| Stone Summit Wealth LLC | 0.17% | Add +17.4% | 3,661 | $689K |
| 55 North Private Wealth, LLC | 0.14% | Add +0.1% | 3,657 | $688K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -17.1% | 3,648 | $686K |
| Summitpoint Capital Management | 0.74% | Reduce -12.4% | 3,636 | $684K |
| Fielder Capital Group LLC | 0.15% | Reduce -4.6% | 3,573 | $672K |
| QRG Capital Management, Inc. | 0.01% | New | 3,548 | $667K |
| Bright Futures Wealth Management, LLC. | 0.43% | No change | 3,540 | $666K |
| Smartleaf Asset Management LLC | 0.02% | No change | 3,571 | $663K |
| Collective Family Office LLC | 0.13% | Reduce -13.6% | 3,496 | $658K |
| Northbridge Financial Group, LLC | 0.25% | Reduce -14.7% | 3,489 | $656K |
| First City Capital Management, Inc. | 0.31% | No change | 3,440 | $647K |
| Advisors Capital Management, LLC | 0.01% | Add +5.9% | 3,423 | $644K |
| Peterson Wealth Advisors, LLC | 0.08% | Add +0.1% | 3,403 | $640K |
| Cary Street Partners Financial LLC | 0.01% | Add +77.3% | 3,375 | $635K |
| Norden Group LLC | 0.05% | No change | 3,360 | $632K |
| Elevatus Welath Management | 0.15% | Add +9.3% | 3,320 | $624K |
| Adapt Wealth Advisors, LLC | 0.20% | No change | 3,318 | $624K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 4,000 | $620K |
| Linscomb Wealth, Inc. | 0.03% | No change | 3,277 | $616K |
| Apella Capital, LLC | 0.01% | New | 3,309 | $616K |
| Avior Wealth Management, LLC | 0.02% | Add +0.1% | 3,257 | $613K |
| Altfest L J & Co. Inc. | 0.06% | No change | 3,243 | $610K |
| Connecticut Wealth Management, LLC | 0.02% | Add +3.2% | 3,224 | $606K |
| Collier Financial | 0.41% | Reduce -1.3% | 3,209 | $604K |
| Anchor Investment Management, LLC | 0.05% | No change | 3,203 | $602K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 3,200 | $602K |
| Novem Group | 0.06% | Add +2.1% | 3,164 | $595K |
| Potentia Wealth | 0.24% | No change | 3,137 | $590K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -25.5% | 3,114 | $586K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.3% | 3,113 | $586K |
| Shum Financial Group, Inc. | 0.35% | New | 3,107 | $584K |
| Trust Co. of Vermont | 0.02% | — | 3,098 | $583K |
| Wealthquest Corp | 0.04% | Reduce -7.5% | 3,087 | $581K |
| Denver PWM, LLC | 0.19% | Add +0.1% | 2,960 | $575K |
| St Germain D J Co. Inc. | 0.02% | No change | 3,055 | $575K |
| Magnus Financial Group LLC | 0.04% | Reduce -8.5% | 3,043 | $572K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,031 | $570K |
| Fiduciary Alliance LLC | 0.04% | Reduce -1.8% | 3,028 | $570K |
| Twin Peaks Wealth Advisors, LLC | 0.13% | Reduce -1.4% | 3,016 | $567K |
| Premier Path Wealth Partners, LLC | 0.06% | Reduce -6.6% | 2,987 | $562K |
| Dagco, Inc. | 0.10% | Add +5.7% | 2,974 | $559K |
| Oarsman Capital, Inc. | 0.06% | No change | 2,963 | $557K |
| Maridea Wealth Management LLC | 0.06% | Reduce -4.8% | 2,917 | $549K |
| Armbruster Capital Management, Inc. | 0.08% | No change | 2,900 | $545K |
| Greenleaf Trust | 0.01% | New | 2,884 | $542K |
| Allen Capital Group, LLC | 0.04% | Reduce -5.7% | 2,880 | $542K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -11.8% | 2,875 | $541K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,847 | $535K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,838 | $534K |
| KFA Private Wealth Group, LLC | 0.13% | Add +35.5% | 2,828 | $532K |
| Clearbridge Investments, LLC | 0.00% | Reduce -80.1% | 2,795 | $526K |
| Financial Planning Hawaii, Inc. | 0.28% | No change | 2,785 | $524K |
| Central Valley Advisors, LLC | 0.13% | Reduce -0.1% | 2,777 | $522K |
| Ancora Advisors LLC | 0.01% | Reduce -22.8% | 2,744 | $516K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -34.3% | 2,716 | $511K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,710 | $510K |
| Westmount Partners, LLC | 0.11% | Add +0.1% | 2,696 | $507K |
| Founders Financial Alliance, LLC | 0.07% | Add +1.8% | 2,665 | $501K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -9.0% | 2,661 | $500K |
| American Trust | 0.04% | Add +10.3% | 2,658 | $500K |
| Insigneo Advisory Services, LLC | 0.02% | Add +72.9% | 2,647 | $498K |
| HUB Investment Partners, LLC | 0.01% | Add +0.1% | 2,644 | $497K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 2,630 | $495K |
| Brookstone Capital Management | 0.01% | New | 2,624 | $494K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +29011.1% | 2,620 | $493K |
| Signaturefd, LLC | 0.01% | Add +14.2% | 2,609 | $491K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 2,600 | $489K |
| Composition Wealth, LLC | 0.01% | Reduce -1.3% | 2,592 | $488K |
| Northside Capital Management, LLC | 0.04% | No change | 2,570 | $483K |
| OneAscent Financial Services LLC | 0.02% | Add +0.1% | 2,546 | $479K |
| Fiduciary Financial Group, LLC | 0.05% | Reduce -11.5% | 2,536 | $477K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +86.0% | 2,511 | $472K |
| FF Advisors,LLC | 0.18% | No change | 2,510 | $472K |
| Hoey Investments, Inc. | 0.06% | No change | 2,500 | $470K |
| Frederick Financial Consultants, LLC | 0.20% | No change | 2,480 | $466K |
| GenWealth Group, Inc. | 0.07% | Reduce -2.3% | 2,468 | $464K |
| Apollon Wealth Management, LLC | 0.01% | Add +6.0% | 2,459 | $463K |
| Headinvest, LLC | 0.09% | No change | 2,455 | $462K |
| IFP Advisors, Inc | 0.01% | Add +22.9% | 2,455 | $462K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 2,425 | $456K |
| Aft, Forsyth & Company, Inc. | 0.22% | Add +0.1% | 2,412 | $454K |
| Birchwood Financial Partners, Inc. | 0.37% | Add +0.1% | 2,412 | $454K |
| Key Financial Inc | 0.07% | No change | 2,400 | $451K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 2,400 | $451K |
| Peak Planning Group, LLC | 0.10% | Reduce -15.0% | 2,396 | $451K |
| Element Pointe Advisors, LLC | 0.07% | No change | 2,373 | $446K |
| First Trust Advisors LP | 0.00% | Add +0.0% | 2,373 | $446K |
| WealthCare Investment Partners, LLC | 0.11% | Reduce -6.1% | 2,373 | $446K |
| First American Trust, FSB | 0.03% | No change | 2,370 | $446K |
| Ellevest, Inc. | 0.05% | Reduce -2.7% | 2,359 | $444K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 2,345 | $441K |
| Nwam LLC | 0.02% | Reduce -49.0% | 2,342 | $441K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +63.7% | 2,315 | $435K |
| Palogic Value Management, L.P. | 0.16% | New | 2,301 | $433K |
| Beacon Harbor Wealth Advisors, Inc. | 0.08% | No change | 2,314 | $428K |
| Wealth Alliance, LLC | 0.04% | Reduce -2.3% | 2,268 | $427K |
| Brown Advisory Inc. | 0.00% | No change | 2,253 | $424K |
| Cannon Financial Strategists, Inc. | 0.05% | Add +1.4% | 2,250 | $423K |
| Riverbridge Partners LLC | 0.01% | Reduce -0.5% | 2,237 | $421K |
| Financial Management Network Inc. | 0.06% | No change | 2,286 | $420K |
| Providence Financial Advisors, LLC | 0.24% | No change | 2,200 | $414K |
| Family Legacy Financial Solutions, LLC | 0.25% | Reduce -3.0% | 2,188 | $411K |
| Keybank National Association | 0.00% | Add +8.1% | 2,178 | $410K |
| Greenwood Gearhart LLC | 0.02% | Reduce -10.7% | 2,171 | $408K |
| Centurion Wealth Management LLC | 0.10% | No change | 2,165 | $407K |
| Seascape Capital Management | 0.10% | Reduce -1.7% | 2,165 | $407K |
| M1 Capital Management LLC | 0.15% | Reduce -15.5% | 2,139 | $402K |
| Continuum Advisory, LLC | 0.03% | Reduce -0.8% | 2,124 | $400K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -0.1% | 2,112 | $397K |
| J Hagan Capital, Inc. | 0.18% | Add +3.9% | 2,108 | $396K |
| Community Financial Services Group, LLC | 0.06% | Reduce -1.4% | 2,097 | $393K |
| Financial Perspectives, Inc | 0.09% | Add +0.1% | 2,071 | $390K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | Add +5.6% | 2,070 | $389K |
| Summit Global Investments | 0.02% | Reduce -3.0% | 2,070 | $389K |
| Onyx Bridge Wealth Group LLC | 0.04% | No change | 2,066 | $389K |
| Capital Analysts, LLC | 0.01% | Add +4.0% | 2,054 | $387K |
| Instrumental Wealth, LLC | 0.20% | Add +0.1% | 2,048 | $385K |
| CWA Asset Management Group, LLC | 0.01% | No change | 2,048 | $385K |
| West Branch Capital LLC | 0.09% | Reduce -7.8% | 2,047 | $385K |
| Indiana Trust & Investment Management Co | 0.10% | No change | 2,033 | $382K |
| Crux Wealth Advisors | 0.13% | Add +0.1% | 2,024 | $381K |
| Sowell Financial Services LLC | 0.01% | Add +12.7% | 2,015 | $379K |
| Lee Danner & Bass Inc. | 0.02% | Reduce -11.9% | 2,010 | $378K |
| VSM Wealth Advisory, LLC | 0.10% | Add +14.1% | 2,004 | $377K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | New | 1,996 | $375K |
| Oak Asset Management, LLC | 0.12% | Add +0.3% | 1,992 | $375K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Reduce -1.5% | 1,981 | $373K |
| Verdence Capital Advisors LLC | 0.02% | New | 1,981 | $373K |
| Old National Bancorp | 0.01% | Reduce -12.1% | 1,970 | $371K |
| Parkway Wealth Management Group, LLC | 0.04% | Add +0.1% | 1,961 | $369K |
| Johnson Investment Counsel Inc. | 0.00% | Add +16.9% | 1,956 | $368K |
| SFG Wealth Management, LLC. | 0.13% | Add +19.6% | 1,942 | $365K |
| Collaborative Wealth Managment Inc. | 0.15% | New | 1,941 | $365K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -9.9% | 1,928 | $363K |
| Leisure Capital Management | 0.11% | No change | 1,924 | $362K |
| Claro Advisors Inc. | 0.04% | Add +0.1% | 1,923 | $362K |
| Nikulski Financial, Inc. | 0.08% | Reduce -10.8% | 1,905 | $358K |
| Kroeger Financial Partners | 0.35% | — | 1,899 | $357K |
| Legacy Edge Advisors, LLC | 0.03% | No change | 1,883 | $354K |
| Albion Financial Group | 0.02% | Reduce -0.1% | 1,837 | $346K |
| JMN Financial LLC | 0.27% | No change | 1,834 | $345K |
| CVFG LLC | 0.04% | Add +5.3% | 1,814 | $341K |
| Goldstein Advisors, LLC | 0.03% | No change | 1,809 | $340K |
| Tidemark, LLC | 0.08% | Reduce -6.4% | 1,802 | $339K |
| Marble Harbor Investment Counsel, LLC | 0.03% | No change | 1,800 | $339K |
| Sage Mountain Advisors LLC | 0.02% | Add +18.9% | 1,794 | $337K |
| D. E. Shaw & Co. | 0.00% | New | 1,786 | $336K |
| Pacific Excel Wealth Advisors, Inc. | 0.13% | New | 1,785 | $336K |
| Heritage Family Offices, LLP | 0.13% | No change | 1,785 | $336K |
| Lee Financial Co | 0.04% | New | 1,779 | $335K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,776 | $334K |
| Storgate, LLC | 0.07% | New | 1,771 | $333K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -2.8% | 1,761 | $331K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 1,758 | $331K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -6.6% | 1,741 | $327K |
| Fiduciary Financial Advisors | 0.03% | New | 1,747 | $327K |
| Modern Wealth Management, LLC | 0.00% | Reduce -12.4% | 1,736 | $326K |
| GTS Securities LLC | 0.01% | New | 1,733 | $326K |
| Courier Capital LLC | 0.02% | No change | 1,731 | $326K |
| AlphaCore Capital LLC | 0.01% | No change | 1,721 | $324K |
| Opinicus Capital, Inc. | 0.17% | Reduce -1.8% | 1,720 | $324K |
| Fingerlakes Wealth Management, Inc. | 0.17% | Add +14.9% | 1,698 | $319K |
| Colonial River Investments, LLC | 0.09% | Reduce -25.7% | 1,696 | $319K |
| Range Advisory, LLC | 0.04% | New | 1,696 | $319K |
| Altiora Financial Group, LLC | 0.05% | Reduce -7.4% | 1,695 | $319K |
| Braeburn Wealth Management LLC | 0.14% | Add +1.4% | 1,695 | $319K |
| Csenge Advisory Group | 0.01% | Add +12.0% | 1,690 | $318K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +18.3% | 1,687 | $317K |
| Stonebrook Private Inc. | 0.06% | Reduce -1.1% | 1,687 | $317K |
| Flagstar Securities, Inc. | 0.10% | Add +2.5% | 1,683 | $317K |
| Aptus Capital Advisors, LLC | 0.00% | Add +14.9% | 1,677 | $315K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -0.9% | 1,668 | $314K |
| KWB Wealth | 0.03% | Reduce -6.3% | 1,665 | $313K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.8% | 1,663 | $313K |
| MCF Advisors LLC | 0.01% | New | 1,659 | $312K |
| Forefront Wealth Partners, LLC | 0.10% | Add +0.9% | 1,653 | $311K |
| Acropolis Investment Management, LLC | 0.01% | Add +30.1% | 1,642 | $309K |
| First National Bank of Hutchinson | 0.17% | No change | 1,640 | $308K |
| Castle Rock Wealth Management, LLC | 0.06% | Add +0.1% | 1,638 | $307K |
| Elevation Wealth Management LLC | 0.23% | Reduce -0.5% | 1,629 | $306K |
| Barrett & Company, Inc. | 0.09% | Add +1.3% | 1,624 | $305K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -1.4% | 1,623 | $305K |
| SPWM Advisors LLC | 0.28% | Add +0.1% | 1,652 | $304K |
| Oak Ridge Investments LLC | 0.02% | Reduce -88.3% | 1,609 | $303K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.1% | 1,601 | $301K |
| MainStreet Investment Advisors LLC | 0.04% | No change | 1,600 | $301K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 1,600 | $301K |
| Global Assets Advisory, LLC | 0.07% | New | 1,602 | $301K |
| Bank Ozk | 0.09% | Reduce -8.0% | 1,582 | $298K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 1,579 | $296K |
| SteelPeak Wealth, LLC | 0.01% | Add +0.1% | 1,565 | $294K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 1,563 | $294K |
| Regal Investment Advisors LLC | 0.02% | No change | 1,562 | $294K |
| Assetmark, Inc. | 0.00% | Add +10.4% | 1,559 | $293K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +0.1% | 1,545 | $291K |
| Peak Retirement Planning, Inc. | 0.05% | Add +0.1% | 1,540 | $290K |
| Summit Trail Advisors, LLC | 0.00% | No change | 1,533 | $288K |
| Centerpoint Advisors, LLC | 0.08% | No change | 1,533 | $288K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -50.5% | 1,531 | $288K |
| MTM Investment Management, LLC | 0.08% | No change | 1,530 | $288K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 1,528 | $287K |
| DT Investment Partners, LLC | 0.02% | No change | 1,528 | $287K |
| Awm Capital, LLC | 0.02% | Add +3.0% | 1,525 | $287K |
| Legacy Advisors, LLC | 0.03% | New | 1,521 | $286K |
| Falcon Wealth Planning | 0.02% | No change | 1,517 | $285K |
| Proficio Capital Partners LLC | 0.01% | No change | 1,514 | $285K |
| Godfrey Financial Associates, Inc. | 0.22% | Add +1.5% | 1,512 | $284K |
| Bernardo Wealth Planning LLC | 0.05% | No change | 1,512 | $284K |
| Blankinship & Foster, LLC | 0.06% | No change | 1,504 | $283K |
| Convergence Financial, LLC | 0.02% | Add +1.5% | 1,503 | $283K |
| 49 Wealth Management, LLC | 0.05% | New | 1,493 | $281K |
| Alongside, LLC | 0.05% | — | 1,493 | $281K |
| Capital Investment Advisors, LLC | 0.00% | Add +5.5% | 1,488 | $280K |
| Belvedere Trading LLC | 0.02% | Reduce -25.7% | 1,479 | $278K |
| Invst, LLC | 0.03% | No change | 1,472 | $277K |
| Benchmark Financial, LLC | 0.22% | No change | 1,465 | $276K |
| Antonelli Financial Advisors, LLC | 0.19% | No change | 1,454 | $274K |
| MKT Advisors LLC | 0.08% | No change | 1,465 | $273K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.1% | 1,501 | $273K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -2.9% | 1,441 | $271K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,438 | $270K |
| Keystone Financial Group, Inc. | 0.14% | Add +0.1% | 1,436 | $270K |
| Main Street Research LLC | 0.01% | New | 1,435 | $270K |
| Basecamp Wealth Advisors LLC | 0.05% | No change | 1,432 | $269K |
| SageView Advisory Group, LLC | 0.01% | Add +0.1% | 1,431 | $269K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,419 | $267K |
| Nuveen, LLC | 0.00% | New | 1,419 | $267K |
| Ehrlich Financial Group | 0.14% | Reduce -4.8% | 1,418 | $267K |
| InTrack Investment Management Inc | 0.13% | No change | 1,411 | $265K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -46.0% | 1,411 | $265K |
| StoneX Group Inc. | 0.01% | Reduce -27.9% | 1,407 | $265K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -7.0% | 1,400 | $263K |
| Unified Investment Management | 0.25% | No change | 1,400 | $263K |
| Ballast Advisors LLC | 0.06% | No change | 1,394 | $262K |
| Performance Wealth Partners, LLC | 0.01% | Add +2.5% | 1,389 | $261K |
| Sax Wealth Advisors, LLC | 0.01% | New | 1,671 | $259K |
| Pinnacle Associates Ltd. | 0.00% | Add +0.1% | 1,373 | $258K |
| Fisher Asset Management | 0.00% | Reduce -42.7% | 1,368 | $257K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,367 | $257K |
| First National Trust Co | 0.01% | New | 1,366 | $257K |
| Clark Asset Management, LLC | 0.02% | New | 1,364 | $257K |
| Verity & Verity, LLC | 0.02% | No change | 1,356 | $255K |
| Seneca Financial Advisors LLC | 0.07% | Add +0.1% | 1,355 | $255K |
| Zacks Investment Management | 0.00% | New | 1,352 | $254K |
| Cornerstone Financial Management LLC | 0.20% | No change | 1,350 | $254K |
| Redmond Asset Management, LLC | 0.06% | No change | 1,342 | $252K |
| Hancock Whitney Corp. | 0.00% | New | 1,341 | $252K |
| Investment Advisory Group, LLC | 0.05% | Add +3.5% | 1,338 | $252K |
| Balboa Wealth Partners | 0.03% | Add +1.1% | 1,333 | $251K |
| Abound Financial, LLC | 0.10% | Reduce -2.3% | 1,327 | $250K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +18.9% | 1,318 | $248K |
| Fiduciary Trust Co | 0.00% | No change | 1,307 | $246K |
| Joule Financial, LLC | 0.07% | Reduce -18.0% | 1,301 | $245K |
| Two Sigma Investments, LP | 0.00% | Reduce -99.5% | 1,300 | $245K |
| Embree Financial Group | 0.02% | New | 1,290 | $243K |
| Invesco Ltd. | 0.00% | Reduce -10.9% | 1,290 | $243K |
| DB&C Advisors, LLC | 0.26% | Reduce -4.2% | 1,281 | $241K |
| Vigil Wealth Management, LLC | 0.17% | New | 1,275 | $240K |
| WMG Financial Advisors, LLC | 0.09% | New | 1,274 | $240K |
| PKS Advisory Services, LLC | 0.04% | New | 1,268 | $239K |
| Griffin Asset Management, Inc. | 0.03% | New | 1,268 | $238K |
| Lakeshore Financial Planning, Inc. | 0.08% | New | 1,265 | $238K |
| PDS Planning, Inc | 0.01% | New | 1,261 | $237K |
| Integrity Alliance, Llc. | 0.01% | New | 1,259 | $237K |
| Cornerstone Wealth Group, LLC | 0.01% | No change | 1,255 | $236K |
| Carret Asset Management, LLC | 0.02% | New | 1,252 | $235K |
| International Assets Investment Management, LLC | 0.01% | Add +10.1% | 1,257 | $235K |
| NorthRock Partners, LLC | 0.00% | New | 1,244 | $234K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,241 | $233K |
| Hamilton Capital, LLC | 0.01% | New | 1,231 | $232K |
| Evergreen Capital Management LLC | 0.00% | New | 1,226 | $231K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 1,218 | $229K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 1,218 | $229K |
| Foguth Wealth Management, LLC. | 0.03% | Reduce -8.3% | 1,231 | $227K |
| Pasadena Private Wealth, LLC | 0.03% | New | 1,200 | $226K |
| Zhang Financial LLC | 0.01% | New | 1,200 | $226K |
| COFG Advisors, LLC | 0.04% | New | 1,195 | $225K |
| Verum Partners LLC | 0.03% | New | 1,194 | $225K |
| Cannon Wealth Management Services, LLC | 0.12% | New | 1,192 | $224K |
| Graham Capital Wealth Management, LLC | 0.17% | New | 1,191 | $224K |
| Align Financial, LLC | 0.11% | No change | 1,187 | $223K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -44.8% | 1,183 | $223K |
| Palacios Wealth Management, LLC | 0.13% | No change | 1,180 | $222K |
| Finley Financial, LLC | 0.09% | No change | 1,180 | $222K |
| BIP Wealth, LLC | 0.01% | New | 1,177 | $221K |
| Resurgent Financial Advisors LLC | 0.06% | New | 1,175 | $221K |
| Jacobi Capital Management LLC | 0.01% | New | 1,164 | $219K |
| Sigma Investment Counselors Inc. | 0.01% | New | 1,160 | $218K |
| Petredis Investment Advisors LLC | 0.01% | New | 1,159 | $218K |
| Simon Quick Advisors, LLC | 0.01% | New | 1,156 | $217K |
| Kiley Juergens Wealth Management, LLC | 0.03% | New | 1,151 | $216K |
| Moss Adams Wealth Advisors LLC | 0.01% | New | 1,146 | $216K |
| Greenspring Advisors, LLC | 0.01% | New | 1,142 | $215K |
| BLB&B Advisors, LLC | 0.01% | New | 1,139 | $214K |
| Everstar Asset Management, LLC | 0.10% | Reduce -12.3% | 1,138 | $214K |
| Evernest Financial Advisors, LLC | 0.04% | No change | 1,133 | $213K |
| Everhart Financial Group, Inc. | 0.01% | New | 1,131 | $213K |
| Beckerman Institutional, LLC | 0.10% | New | 1,130 | $212K |
| Alteri Wealth LLC | 0.06% | New | 1,129 | $212K |
| CGN Advisors LLC | 0.02% | New | 1,109 | $209K |
| Paradiem, LLC | 0.04% | New | 1,105 | $208K |
| Live Oak Investment Partners | 0.11% | New | 1,103 | $207K |
| O'Brien Greene & Co. Inc | 0.06% | New | 1,100 | $207K |
| Compound Planning, Inc. | 0.01% | New | 1,088 | $205K |
| Weatherly Asset Management L. P. | 0.01% | New | 1,087 | $204K |
| Visionary Horizons, LLC | 0.09% | New | 1,084 | $204K |
| Tableaux LLC | 0.09% | Reduce -22.4% | 1,083 | $204K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 1,074 | $202K |
| Sachetta, LLC | 0.10% | No change | 1,041 | $196K |
| Operose Advisors LLC | 0.04% | Add +25.3% | 1,039 | $195K |
| Financial Network Wealth Advisors LLC | 0.19% | No change | 1,014 | $191K |
| Dunhill Financial, LLC | 0.04% | Add +10.2% | 1,008 | $190K |
| CoreCap Advisors, LLC | 0.01% | Reduce -9.1% | 1,005 | $189K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -18.1% | 992 | $187K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 985 | $185K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -5.0% | 978 | $184K |
| Russell Investments Group, Ltd. | 0.00% | Add +18.2% | 968 | $182K |
| Simplex Trading, LLC | 0.00% | Add +23.6% | 894 | $168K |
| Hantz Financial Services, Inc. | 0.00% | No change | 875 | $165K |
| PlanVest Financial, Inc | 0.11% | No change | 865 | $163K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | No change | 845 | $159K |
| Vision Retirement, LLC | 0.04% | Add +0.1% | 842 | $158K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 837 | $157K |
| Tsfg, LLC | 0.02% | No change | 832 | $156K |
| Bellevue Asset Management, LLC | 0.07% | New | 822 | $155K |
| Family Manage LLC | 0.02% | No change | 803 | $151K |
| JFS Wealth Advisors, LLC | 0.01% | Add +9.6% | 766 | $144K |
| Independence Bank of Kentucky | 0.02% | No change | 750 | $141K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 749 | $139K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +0.1% | 711 | $134K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -12.8% | 706 | $133K |
| Sunrise Financial Services, LLC | 0.08% | Reduce -13.4% | 705 | $133K |
| Synergy Investment Management, LLC | 0.03% | Reduce -30.6% | 695 | $131K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 694 | $131K |
| Manchester Capital Management LLC | 0.02% | New | 659 | $124K |
| Glen Eagle Advisors, LLC | 0.02% | Add +26.2% | 636 | $120K |
| Concord Wealth Partners | 0.01% | New | 607 | $114K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 602 | $112K |
| First Horizon Corp. | 0.00% | No change | 583 | $110K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -12.5% | 558 | $105K |
| Abound Wealth Management | 0.02% | Add +3.4% | 547 | $103K |
| JNBA Financial Advisors | 0.01% | No change | 542 | $102K |
| Bokf, NA | 0.00% | Reduce -42.8% | 535 | $101K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Add +1737.9% | 533 | $100K |
| First United Bank & Trust | 0.03% | New | 520 | $98K |
| Longview Financial Advisors LLC | 0.05% | No change | 515 | $97K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 471 | $89K |
| Fairscale Capital, LLC | 0.05% | No change | 458 | $86K |
| Cornerstone Planning Group LLC | 0.01% | No change | 463 | $86K |
| Pacific Center for Financial Services | 0.02% | No change | 442 | $83K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -13.7% | 440 | $83K |
| Quest 10 Wealth Builders, Inc. | 0.06% | No change | 440 | $83K |
| Financial Consulate, Inc. | 0.01% | No change | 438 | $82K |
| Allied Private Wealth LLC | 0.05% | — | 442 | $82K |
| Downshift Financial, LLC | 0.04% | New | 433 | $81K |
| Nemes Rush Group LLC | 0.01% | No change | 428 | $81K |
| Silver Oak Securities, Incorporated | 0.00% | New | 425 | $80K |
| GGM Financial LLC | 0.03% | Add +0.2% | 416 | $78K |
| Providence Capital Advisors, LLC | 0.01% | No change | 415 | $78K |
| Matrix Private Capital Group LLC | 0.03% | No change | 406 | $76K |
| Mather Group, Llc. | 0.00% | Add +31.8% | 394 | $74K |
| AdvisorNet Financial, Inc | 0.00% | No change | 390 | $73K |
| Roxbury Financial LLC | 0.06% | No change | 386 | $73K |
| Winch Advisory Services, LLC | 0.01% | No change | 384 | $72K |
| 1 North Wealth Services LLC | 0.02% | No change | 375 | $71K |
| Gleason Group, Inc. | 0.01% | New | 356 | $67K |
| Key Capital Management, INC | 0.03% | No change | 355 | $67K |
| LRI Investments, LLC | 0.01% | Add +21.4% | 351 | $66K |
| Hoese & Co LLP | 0.04% | No change | 333 | $63K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 319 | $60K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 310 | $58K |
| Peachtree Investment Partners, LLC | 0.02% | No change | 306 | $58K |
| Asset Dedication, LLC | 0.00% | No change | 306 | $58K |
| GAMMA Investing LLC | 0.00% | No change | 289 | $54K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 284 | $53K |
| Register Financial Advisors LLC | 0.02% | Add +6900.0% | 280 | $53K |
| Bogart Wealth, LLC | 0.00% | No change | 278 | $52K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 275 | $52K |
| Robinswood Financial LLC | 0.01% | No change | 274 | $52K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 265 | $50K |
| Compass Financial Management LLC | 0.01% | — | 260 | $49K |
| Evolution Wealth Management Inc. | 0.03% | Add +6.6% | 259 | $49K |
| Arlington Trust Co LLC | 0.00% | No change | 250 | $47K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 250 | $47K |
| National Bank of Canada | 0.00% | Add +35.1% | 250 | $47K |
| Breakwater Investment Management | 0.02% | No change | 245 | $46K |
| Strive Financial Group ,LLC | 0.02% | Add +3.0% | 239 | $45K |
| Silver Grove Financial Group, Inc. | 0.02% | Add +2.7% | 228 | $43K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 211 | $40K |
| LFA - Lugano Financial Advisors SA | 0.02% | New | 205 | $39K |
| Hickory Point Bank & Trust | 0.02% | No change | 200 | $38K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 190 | $36K |
| Napier Financial, LLC | 0.01% | No change | 181 | $34K |
| Mechanics Financial Corp | 0.01% | No change | 179 | $34K |
| Archer Investment Corp | 0.01% | No change | 176 | $33K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 174 | $33K |
| Meramec Financial Planners, LLC | 0.01% | New | 176 | $32K |
| IAG Wealth Partners, LLC | 0.00% | No change | 169 | $32K |
| Financial Life Planners | 0.02% | Add +0.6% | 166 | $31K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 165 | $31K |
| Go Invest LLC | 0.01% | No change | 161 | $30K |
| Realta Investment Advisors | 0.01% | No change | 160 | $30K |
| Creative Financial Designs Inc. | 0.00% | Reduce -20.9% | 151 | $28K |
| Imprint Wealth LLC | 0.11% | No change | 149 | $28K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 145 | $27K |
| TD Capital Management LLC | 0.00% | Add +0.7% | 145 | $27K |
| Crews Bank & Trust | 0.00% | No change | 144 | $27K |
| Motco | 0.00% | No change | 144 | $27K |
| Angeles Wealth Management, LLC | 0.00% | No change | 141 | $27K |
| New Republic Capital, LLC | 0.01% | No change | 140 | $26K |
| NFSG Corp | 0.00% | No change | 137 | $26K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 132 | $25K |
| Institute for Wealth Management, LLC. | 0.00% | New | 120 | $23K |
| Millstone Evans Group, LLC | 0.01% | No change | 117 | $22K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 112 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 107 | $20K |
| Wilkerson Advisory Group LLC | 0.01% | Add +12.8% | 106 | $20K |
| TOP Private Wealth LLC. | 0.02% | — | 106 | $20K |
| Decker Retirement Planning Inc. | 0.01% | No change | 103 | $19K |
| Owl Creek Wealth Partners LLC | 0.01% | New | 101 | $19K |
| Larson Financial Group LLC | 0.00% | Add +3.1% | 101 | $19K |
| Noble Wealth Management PBC | 0.01% | No change | 100 | $19K |
| Vima LLC | 0.02% | — | 93 | $17K |
| Front Row Advisors LLC | 0.01% | Reduce -13.5% | 90 | $17K |
| GoalVest Advisory LLC | 0.00% | No change | 92 | $17K |
| Tucker Asset Management LLC | 0.00% | No change | 87 | $16K |
| Chapman Financial Group, LLC | 0.01% | No change | 86 | $16K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 84 | $16K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 77 | $14K |
| Addison Advisors LLC | 0.01% | Reduce -90.9% | 75 | $14K |
| Eastern Bank | 0.00% | No change | 72 | $14K |
| Integrity Financial Corp | 0.01% | No change | 70 | $13K |
| Brooklyn FI, LLC | 0.00% | New | 70 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 67 | $13K |
| IMG Wealth Management, Inc. | 0.01% | New | 60 | $11K |
| City Holding Co. | 0.00% | No change | 60 | $11K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 60 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 55 | $10K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | New | 51 | $10K |
| Gill Capital Partners, LLC | 0.00% | No change | 45 | $8K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $8K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 40 | $8K |
| FWL Investment Management, LLC | 0.00% | No change | 36 | $7K |
| DecisionPoint Financial, LLC | 0.00% | No change | 36 | $7K |
| YANKCOM Partnership | 0.00% | New | 35 | $7K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 39 | $7K |
| City State Bank | 0.00% | No change | 30 | $6K |
| Delos Wealth Advisors, LLC | 0.00% | New | 29 | $5K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -51.7% | 28 | $5K |
| Bullock Wealth Management Group | 0.00% | No change | 28 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 26 | $5K |
| Midwest Capital Advisors, LLC | 0.00% | New | 25 | $5K |
| Activest Wealth Management | 0.00% | Reduce -93.7% | 25 | $5K |
| Kingdom Financial Group LLC. | 0.00% | New | 24 | $5K |
| Country Trust Bank | 0.00% | No change | 23 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 22 | $4K |
| Glassman Wealth Services | 0.00% | No change | 20 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $4K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 18 | $3K |
| Colonial Trust Advisors | 0.00% | No change | 17 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 16 | $3K |
| Triumph Capital Management | 0.00% | New | 16 | $3K |
| Clark Wealth Partners | 0.00% | No change | 15 | $3K |
| Vaquero Private Wealth, Ltd. | 0.00% | — | 13 | $2K |
| Bernard Wealth Management Corp. | 0.00% | No change | 12 | $2K |
| HighMark Wealth Management LLC | 0.00% | No change | 11 | $2K |
| Copia Wealth Management | 0.00% | No change | 8 | $2K |
| 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 | $972 |
| Anchor Bay Capital, Inc. | 0.00% | — | 4 | $775 |
| Logan Capital Management Inc. | 0.00% | — | 4 | $754 |
| Buck Wealth Strategies, LLC | 0.00% | New | 1 | $188 |
"% 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.