iShares Core S&P U.S. ValueIUSVETF
13F holders, Q2 2024 (June 30)653holders +19
59new positions
44sold out
4famous investors
$88.05avg. 13F price*
At the end of Q2 2024, 653 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 19 from Q1 2024. 59 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($5.6B), LPL Financial LLC ($1.1B) and Morgan Stanley ($756.1M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Core S&P U.S. Value
- CUSIP
- 464287663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $121.1M |
| Exits | 44 | $31.1M |
All 13F filers, Q1 2024 → Q2 2024: 9,661,226 shares bought and 1,866,255 shares sold, net +7,794,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 653 holders
| Bank of America Corp. | 0.54% | Add +5.5% | 63,296,640 | $5.6B |
| LPL Financial LLC | 0.57% | Add +5.2% | 12,934,444 | $1.1B |
| Morgan Stanley | 0.06% | Add +5.6% | 8,579,441 | $756.1M |
| Blue Trust, Inc. | 5.71% | Reduce -0.7% | 4,605,132 | $416.5M |
| Signaturefd, LLC | 7.65% | Add +0.7% | 4,270,820 | $376.4M |
| Envestnet Asset Management Inc. | 0.13% | Add +7.8% | 4,137,440 | $364.6M |
| Jones Financial Companies LLLP | 0.36% | Add +14.1% | 3,503,959 | $308.8M |
| Aspiriant, LLC | 10.28% | Add +3.8% | 2,860,399 | $252.1M |
| Merit Financial Group, LLC | 5.06% | Add +11.1% | 2,602,902 | $229.4M |
| JPMorgan Chase & Co. | 0.01% | Add +0.3% | 1,643,324 | $144.8M |
| UBS Group AG | 0.04% | Reduce -1.2% | 1,635,401 | $144.1M |
| Kestra Investment Management, LLC | 9.09% | — | 1,515,349 | $133.5M |
| Commonwealth Equity Services, LLC | 0.20% | Add +0.2% | 1,434,318 | $126.4M |
| BlackRock Inc. | 0.00% | Add +9.1% | 1,363,133 | $120.1M |
| Wells Fargo & Company | 0.03% | Add +2.9% | 1,218,353 | $107.4M |
| Blair William & Co. | 0.32% | Add +0.3% | 1,171,005 | $103.2M |
| Royal Bank of Canada | 0.02% | Add +23.5% | 991,483 | $87.4M |
| Modera Wealth Management, LLC | 1.27% | Reduce -0.2% | 975,694 | $86.0M |
| Auto-Owners Insurance Co | 2.01% | No change | 864,000 | $76.0M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +4.7% | 782,605 | $69.0M |
| Benjamin F. Edwards & Company, Inc. | 1.20% | Add +0.5% | 773,483 | $68.2M |
| Focus Partners Wealth | 0.23% | Add +105.2% | 765,814 | $67.5M |
| Corient Private Wealth LP | 0.11% | Reduce -0.4% | 730,807 | $64.3M |
| Cwm, LLC | 0.30% | Reduce -10.0% | 725,840 | $64.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.5% | 708,037 | $62.4M |
| Venturi Wealth Management, LLC | 3.44% | Add +4.1% | 658,575 | $58.0M |
| Canandaigua National Bank & Trust Co. | 6.21% | New | 647,521 | $57.1M |
| HighTower Advisors, LLC | 0.09% | Reduce -9.7% | 640,550 | $56.5M |
| Allworth Financial LP | 0.33% | Reduce -0.4% | 566,789 | $51.4M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -3.3% | 556,841 | $49.1M |
| Tanglewood Legacy Advisors, LLC | 23.10% | Add +3.3% | 554,681 | $48.9M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +2.9% | 519,156 | $45.8M |
| McGlone Suttner Wealth Management, Inc. | 9.36% | Reduce -0.6% | 540,136 | $45.5M |
| Raymond James & Associates | 0.03% | Add +8.4% | 497,286 | $43.8M |
| Townsend & Associates, Inc | 4.76% | Reduce -0.1% | 467,352 | $42.9M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -3.8% | 472,819 | $41.7M |
| FMR LLC | 0.00% | Add +0.9% | 460,618 | $40.6M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +101.2% | 459,987 | $40.5M |
| GDS Wealth Management | 4.41% | Reduce -2.8% | 456,627 | $40.2M |
| Osaic Holdings, Inc. | 0.09% | Reduce -7.2% | 452,274 | $39.9M |
| Cetera Investment Advisers | 0.09% | Add +3.6% | 444,753 | $39.2M |
| Atria Investments, Inc | 0.50% | Reduce -2.2% | 434,569 | $38.3M |
| Natixis Advisors, LLC | 0.08% | Add +28.9% | 427,720 | $37.7M |
| Ameriprise Financial Inc. | 0.01% | Add +5.4% | 400,582 | $35.3M |
| Nadler Financial Group, Inc. | 4.03% | Add +2.8% | 389,070 | $34.3M |
| Sandy Spring Bank | 1.46% | Reduce -4.4% | 376,513 | $33.2M |
| Gallagher Fiduciary Advisors, LLC | 7.26% | Reduce -6.6% | 367,620 | $32.4M |
| Hantz Financial Services, Inc. | 0.60% | Reduce -2.6% | 351,341 | $31.0M |
| Veracity Capital LLC | 12.33% | Reduce -4.5% | 335,409 | $29.6M |
| Kestra Private Wealth Services, LLC | 0.59% | Add +6.9% | 334,748 | $29.5M |
| Principal Securities, Inc. | 0.79% | Add +11.3% | 326,141 | $28.7M |
| Kestra Advisory Services, LLC | 0.16% | Add +48.9% | 327,902 | $28.4M |
| Atria Wealth Solutions, Inc. | 0.31% | Add +1.9% | 315,960 | $27.8M |
| ForthRight Wealth Management, LLC | 9.83% | Reduce -4.6% | 310,249 | $27.3M |
| Petix & Botte Co | 7.51% | Add +94.8% | 300,893 | $26.5M |
| Avantax Advisory Services, Inc. | 0.19% | Add +9.4% | 294,871 | $26.0M |
| Private Advisor Group, LLC | 0.17% | Add +40.9% | 281,880 | $24.8M |
| Southern Capital Advisors, LLC | 13.68% | Add +0.0% | 251,332 | $22.1M |
| Vident Advisory, LLC | 0.61% | Add +11.0% | 248,596 | $21.9M |
| Drake & Associates, LLC | 7.62% | Add +0.9% | 241,447 | $21.3M |
| Brass Tax Wealth Management, Inc. | 4.17% | New | 241,447 | $21.3M |
| Sanctuary Advisors, LLC | 0.15% | — | 237,094 | $20.7M |
| MML Investors Services, LLC | 0.08% | Add +11.1% | 232,681 | $20.5M |
| Garde Capital, Inc. | 1.39% | Reduce -1.1% | 227,123 | $20.0M |
| Madison Wealth Partners, Inc | 6.77% | Add +3.5% | 223,812 | $19.7M |
| DDFG, Inc | 6.02% | Add +2.6% | 220,927 | $19.5M |
| Flagship Harbor Advisors, LLC | 1.16% | Add +51.0% | 218,949 | $19.3M |
| Steele Capital Management, Inc. | 1.04% | Reduce -2.7% | 211,753 | $18.7M |
| Trek Financial, LLC | 1.47% | Reduce -14.8% | 209,630 | $18.5M |
| Ironwood Wealth Management, Inc. | 9.29% | Add +0.4% | 205,114 | $18.4M |
| TD Private Client Wealth LLC | 0.57% | Add +4.1% | 204,445 | $18.0M |
| Howe & Rusling Inc. | 1.62% | Reduce -3.2% | 201,018 | $17.7M |
| SkyOak Wealth, LLC | 3.90% | Add +5.0% | 189,731 | $16.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Reduce -14.6% | 169,034 | $16.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.6% | 185,400 | $16.3M |
| Equitable Holdings, Inc. | 0.16% | Add +6.8% | 171,964 | $15.2M |
| Strategies Wealth Advisors, LLC | 2.21% | Reduce -1.6% | 171,862 | $15.1M |
| PCA Investment Advisory Services Inc. | 7.84% | Add +15.4% | 169,846 | $15.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +2.8% | 167,298 | $14.7M |
| Creative Financial Designs Inc. | 1.29% | Add +12.0% | 164,854 | $14.5M |
| Global Strategic Investment Solutions, LLC | 1.74% | Reduce -0.0% | 163,363 | $14.4M |
| Ameritas Advisory Services, LLC | 0.54% | Add +23.4% | 162,791 | $14.3M |
| Centaurus Financial, Inc. | 0.95% | Add +7.3% | 162,375 | $14.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -3.2% | 161,855 | $14.3M |
| Crescent Grove Advisors, LLC | 1.48% | Add +0.0% | 153,520 | $13.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -4.8% | 152,750 | $13.5M |
| Richard W. Paul & Associates, LLC | 4.87% | Add +5.8% | 143,163 | $12.6M |
| Tortoise Investment Management, LLC | 1.43% | Reduce -2.0% | 142,115 | $12.5M |
| Cosner Financial Group, LLC | 8.82% | Reduce -1.0% | 141,536 | $12.5M |
| High Probability Advisors, LLC | 2.25% | Reduce -23.9% | 140,629 | $12.4M |
| Mfa Wealth Advisors, LLC | 2.64% | Reduce -0.9% | 136,957 | $12.1M |
| Stifel Financial Corp. | 0.01% | Add +2.6% | 135,186 | $11.9M |
| Carl P. Sherr & Co., LLC | 6.61% | Reduce -1.6% | 134,555 | $11.9M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.7% | 133,579 | $11.8M |
| Weil Company, Inc. | 4.28% | Add +433.9% | 133,046 | $11.7M |
| Savant Capital, LLC | 0.11% | Add +0.9% | 129,751 | $11.4M |
| Amplius Wealth Advisors, LLC | 1.24% | Reduce -3.7% | 126,297 | $11.1M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -9.6% | 124,545 | $11.0M |
| Creative Planning | 0.01% | Add +7.9% | 123,106 | $10.8M |
| Per Stirling Capital Management, LLC. | 1.74% | Add +0.1% | 122,868 | $10.8M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +15.3% | 120,924 | $10.7M |
| Roberts Financial Services LLC | 2.14% | Reduce -45.6% | 120,667 | $10.6M |
| Lutz Financial Services LLC | 0.91% | Reduce -8.8% | 118,857 | $10.5M |
| Birchcreek Wealth Management, LLC | 5.87% | Reduce -0.0% | 118,395 | $10.4M |
| Integrated Wealth Concepts LLC | 0.14% | Reduce -2.0% | 115,566 | $10.2M |
| Financial Advocates Investment Management | 0.63% | Reduce -37.8% | 114,504 | $10.1M |
| Sigma Planning Corp | 0.32% | Add +1.0% | 114,308 | $10.1M |
| Certified Advisory Corp | 1.23% | Add +14.3% | 111,491 | $9.8M |
| Truist Financial Corp. | 0.01% | Reduce -4.3% | 110,911 | $9.8M |
| Concurrent Investment Advisors, LLC | 0.32% | Add +8.9% | 108,617 | $9.6M |
| Symphony Financial, Ltd. Co. | 1.72% | Add +35.8% | 107,464 | $9.4M |
| LaSalle St. Investment Advisors, LLC | 4.64% | Add +8.1% | 105,380 | $9.3M |
| Advisory Services Network, LLC | 0.18% | Add +2.5% | 101,274 | $8.9M |
| Robinson Smith Wealth Advisors LLC | 7.84% | Add +1.1% | 100,989 | $8.9M |
| Quent Capital, LLC | 0.96% | Add +10.1% | 98,787 | $8.7M |
| Dynamic Advisor Solutions LLC | 0.27% | Add +6.4% | 97,828 | $8.6M |
| Financial Council, LLC | 4.51% | Reduce -0.7% | 91,508 | $8.1M |
| Eldridge Investment Advisors, Inc. | 2.00% | Reduce -6.2% | 89,861 | $7.9M |
| US Bancorp \de | 0.01% | Reduce -1.5% | 89,673 | $7.9M |
| Corepath Wealth Partners LLC | 8.06% | Reduce -7.1% | 86,999 | $7.6M |
| ICONIQ Capital, LLC | 0.16% | New | 86,256 | $7.6M |
| Main Street Financial Solutions, LLC | 0.71% | Add +19.5% | 85,440 | $7.5M |
| First Hawaiian Bank | 0.25% | Reduce -39.5% | 83,541 | $7.4M |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 82,843 | $7.3M |
| HighMark Wealth Management LLC | 4.24% | Reduce -1.1% | 80,012 | $7.1M |
| Foundry Financial Group, Inc. | 4.80% | Reduce -39.6% | 79,093 | $7.0M |
| Legacy Financial Group LLC | 1.36% | Add +3.5% | 78,611 | $6.9M |
| Beam Wealth Advisors, Inc. | 2.24% | Reduce -2.6% | 76,505 | $6.7M |
| Motive Wealth Advisors | 4.03% | Add +1.4% | 76,102 | $6.7M |
| Edge Capital Group, LLC | 0.32% | Reduce -1.9% | 74,343 | $6.6M |
| Stevens Capital Partners | 3.36% | Reduce -3.9% | 73,960 | $6.5M |
| Charter Oak Capital Management, LLC | 0.68% | Reduce -1.8% | 73,405 | $6.5M |
| OneDigital Investment Advisors LLC | 0.08% | Add +12.6% | 70,405 | $6.2M |
| Mariner, LLC | 0.01% | Reduce -2.8% | 69,687 | $6.1M |
| Robertson Stephens Wealth Management, LLC | 0.31% | Reduce -19.3% | 68,059 | $6.0M |
| Canvas Wealth Advisors, LLC | 1.85% | Add +1.6% | 65,018 | $6.0M |
| Global Retirement Partners, LLC | 0.19% | Add +10.1% | 68,034 | $6.0M |
| PrairieView Partners, LLC | 0.67% | Reduce -0.8% | 67,491 | $5.9M |
| USAdvisors Wealth Management, LLC | 2.03% | Reduce -6.2% | 65,459 | $5.8M |
| Silver Oak Securities, Incorporated | 0.85% | Reduce -2.4% | 64,120 | $5.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.0% | 62,165 | $5.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +21.5% | 61,954 | $5.5M |
| Integrated Advisors Network LLC | 0.28% | Add +2.4% | 61,842 | $5.5M |
| M&T Bank Corp | 0.02% | Reduce -35.9% | 61,780 | $5.4M |
| Vantage Financial Partners, LLC | 1.39% | Add +1.8% | 60,759 | $5.4M |
| 180 Wealth Advisors, LLC | 0.87% | Reduce -2.1% | 59,667 | $5.3M |
| Spire Wealth Management | 0.19% | Reduce -0.1% | 60,437 | $5.3M |
| Defined Wealth Management, LLC | 3.67% | Reduce -4.8% | 59,809 | $5.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.8% | 58,041 | $5.1M |
| Able Wealth Management LLC | 4.19% | Add +1.5% | 57,724 | $5.1M |
| WJ Wealth Management, LLC | 1.78% | Reduce -0.9% | 55,385 | $4.9M |
| Comerica Bank | 0.02% | Add +3.9% | 55,262 | $4.9M |
| Zuckerman Investment Group, LLC | 0.56% | Add +27.0% | 55,023 | $4.8M |
| Captrust Financial Advisors | 0.02% | Reduce -0.3% | 54,994 | $4.8M |
| Howland Capital Management LLC | 0.23% | Add +1.2% | 54,651 | $4.8M |
| Eley Financial Management, Inc | 1.98% | Reduce -2.0% | 53,039 | $4.7M |
| IHT Wealth Management, LLC | 0.17% | Reduce -1.9% | 52,337 | $4.6M |
| Assetmark, Inc. | 0.01% | Add +6171.3% | 51,801 | $4.6M |
| Elm Partners Management LLC | 0.35% | Add +11.1% | 51,554 | $4.5M |
| Breakwater Capital Group | 1.02% | Add +0.9% | 50,789 | $4.5M |
| Perigon Wealth Management, LLC | 0.13% | Reduce -3.7% | 50,374 | $4.4M |
| Mutual Advisors, LLC | 0.13% | Add +6.3% | 48,292 | $4.4M |
| Valmark Advisers, Inc. | 0.07% | Add +74.4% | 49,455 | $4.4M |
| Asset Management Group, Inc. | 0.63% | Add +0.2% | 47,342 | $4.2M |
| Jane Street Group, LLC | 0.00% | New | 46,437 | $4.1M |
| IFG Advisory, LLC | 0.26% | Add +25.5% | 46,146 | $4.1M |
| Rovin Capital /Ut/ | 1.68% | Reduce -35.9% | 45,793 | $4.0M |
| Old Mission Investment Co LLC | 1.30% | Add +0.5% | 45,463 | $4.0M |
| Columbus Macro, LLC | 1.53% | Reduce -1.3% | 44,937 | $4.0M |
| Prudential Financial Inc. | 0.01% | Reduce -8.5% | 44,314 | $3.9M |
| Financial Planning & Information Services, Inc. | 0.59% | Reduce -0.1% | 44,118 | $3.9M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.8% | 43,835 | $3.9M |
| Wealth Management Partners, LLC | 1.85% | Add +1.1% | 43,250 | $3.8M |
| Bailard, Inc. | 0.10% | Reduce -0.4% | 41,329 | $3.6M |
| Family Manage LLC | 0.63% | Reduce -1.4% | 40,423 | $3.6M |
| Ballentine Partners, LLC | 0.07% | New | 39,983 | $3.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.21% | Add +3.8% | 39,155 | $3.5M |
| D. E. Shaw & Co. | 0.01% | New | 38,813 | $3.4M |
| Buckingham Strategic Wealth, LLC | 0.04% | Reduce -5.3% | 38,529 | $3.4M |
| Denver PWM, LLC | 1.34% | New | 38,133 | $3.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.80% | Reduce -1.3% | 38,096 | $3.4M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.7% | 36,720 | $3.2M |
| Presilium Private Wealth, LLC | 0.81% | Reduce -0.4% | 36,473 | $3.2M |
| Sunbelt Securities, Inc. | 0.32% | Add +5.2% | 35,731 | $3.1M |
| Greenline Partners, LLC | 0.48% | No change | 35,658 | $3.1M |
| Windward Private Wealth Management Inc. | 1.26% | Reduce -4.3% | 35,253 | $3.1M |
| Mgo One Seven LLC | 0.15% | Add +5.5% | 34,965 | $3.1M |
| RDA Financial Network | 0.99% | Reduce -2.6% | 34,324 | $3.0M |
| Hilltop Wealth Advisors, LLC | 1.51% | Add +0.1% | 34,178 | $3.0M |
| Summit Wealth Partners, LLC | 0.62% | Add +2.1% | 33,927 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -39.5% | 33,911 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -0.4% | 33,803 | $3.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.32% | Add +55.5% | 32,894 | $2.9M |
| Beck Bode, LLC | 0.57% | Reduce -13.5% | 32,042 | $2.8M |
| Summit Financial, LLC | 0.13% | Add +1.1% | 32,018 | $2.8M |
| Hilltop Holdings Inc. | 0.33% | Reduce -41.2% | 31,660 | $2.8M |
| Oppenheimer & Co. Inc. | 0.04% | Add +2.5% | 31,464 | $2.8M |
| Equity Investment Corp. | 0.07% | Add +9.0% | 29,776 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +4.7% | 29,731 | $2.6M |
| Allianz Asset Management GmbH | 0.00% | Reduce -78.7% | 29,650 | $2.6M |
| Atlas Capital Advisors Inc. | 0.33% | Reduce -2.3% | 28,480 | $2.5M |
| Private Trust Co. NA | 0.27% | Add +13.1% | 28,140 | $2.5M |
| Guidance Point Advisors, LLC | 0.81% | Add +0.1% | 28,137 | $2.5M |
| Tudor Investment Corporation | 0.03% | New | 27,652 | $2.4M |
| Cerity Partners LLC | 0.01% | Add +29.0% | 27,446 | $2.4M |
| Citigroup Inc. | 0.00% | Add +24.5% | 27,351 | $2.4M |
| New Wave Wealth Advisors LLC | 1.27% | — | 26,881 | $2.4M |
| Sterling Wealth Management, Inc. | 1.12% | Add +0.5% | 26,781 | $2.4M |
| Eagle Strategies LLC | 0.44% | New | 26,128 | $2.3M |
| TL Private Wealth | 1.04% | Reduce -0.2% | 24,993 | $2.3M |
| Family Capital Management, Inc. | 1.55% | Add +18.6% | 25,757 | $2.3M |
| Regal Investment Advisors LLC | 0.15% | Reduce -0.6% | 25,735 | $2.3M |
| General Partner, Inc. | 1.44% | No change | 25,634 | $2.3M |
| ZWJ Investment Counsel Inc. | 0.10% | Add +282.9% | 25,201 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.2% | 25,189 | $2.2M |
| Prospera Financial Services Inc | 0.06% | Reduce -3.6% | 25,149 | $2.2M |
| Valley Forge Investment Consultants Inc. Adv | 0.83% | Reduce -4.1% | 24,887 | $2.2M |
| Endowment Wealth Management, Inc. | 1.58% | Add +18.8% | 24,540 | $2.2M |
| Life Planning Partners, Inc | 1.96% | Reduce -0.9% | 24,491 | $2.2M |
| Moloney Securities Asset Management, LLC | 0.31% | No change | 23,903 | $2.1M |
| Catalyst Private Wealth, LLC | 1.10% | Reduce -2.2% | 23,510 | $2.1M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -0.1% | 23,392 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.1% | 23,324 | $2.1M |
| Western Wealth Management, LLC | 0.15% | Reduce -0.7% | 22,426 | $2.0M |
| Modern Wealth Management, LLC | 0.15% | Add +5.9% | 22,363 | $2.0M |
| Silver Lake Advisory, LLC | 0.48% | Add +5.9% | 21,949 | $1.9M |
| Montag A & Associates Inc. | 0.10% | Reduce -18.4% | 21,660 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +60.9% | 21,646 | $1.9M |
| &partners | 0.08% | Add +315.9% | 21,206 | $1.9M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -0.8% | 21,015 | $1.9M |
| Uptick Partners, LLC | 1.41% | Reduce -3.3% | 20,350 | $1.8M |
| Cahill Financial Advisors Inc. | 0.25% | Add +17.0% | 20,792 | $1.8M |
| 17 Capital Partners, LLC | 1.30% | Add +4.8% | 20,671 | $1.8M |
| Legacy Financial Strategies, LLC | 0.44% | No change | 20,746 | $1.8M |
| Engineers Gate Manager LP | 0.04% | New | 20,544 | $1.8M |
| Crestwood Advisors Group, LLC | 0.04% | Add +0.5% | 20,492 | $1.8M |
| Sutton Place Investors LLC | 1.18% | Add +0.5% | 20,097 | $1.8M |
| First Heartland Consultants, Inc. | 0.17% | Reduce -0.3% | 19,763 | $1.7M |
| Syon Capital LLC | 0.16% | Reduce -1.4% | 19,564 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Add +63.7% | 18,907 | $1.7M |
| Spectrum Wealth Counsel, LLC | 0.21% | Reduce -38.1% | 18,820 | $1.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.61% | Reduce -3.7% | 17,007 | $1.6M |
| Graypoint LLC | 0.11% | New | 17,510 | $1.5M |
| TriaGen Wealth Management LLC | 0.59% | Reduce -0.3% | 17,360 | $1.5M |
| Tennessee Valley Asset Management Partners | 0.29% | Add +0.3% | 17,295 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -13.3% | 17,261 | $1.5M |
| PFG Advisors | 0.10% | Add +15.9% | 17,170 | $1.5M |
| Farther Finance Advisors, LLC | 0.07% | Add +12.9% | 16,987 | $1.5M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -3.8% | 16,654 | $1.5M |
| 1900 Wealth Management LLC | 0.14% | Reduce -61.5% | 16,573 | $1.5M |
| Verity Asset Management, Inc. | 0.55% | Add +114.8% | 16,020 | $1.4M |
| NWF Advisory Services Inc. | 0.22% | Add +1.7% | 15,888 | $1.4M |
| Sovereign Financial Group, Inc. | 0.34% | Reduce -1.3% | 15,578 | $1.4M |
| Litman Gregory Wealth Management LLC | 0.12% | Add +9.5% | 15,475 | $1.4M |
| CFO4Life Group, LLC | 0.26% | No change | 15,423 | $1.4M |
| Dean Investment Associates, LLC | 0.19% | No change | 14,931 | $1.3M |
| Lansing Street Advisors | 0.54% | Add +0.4% | 14,730 | $1.3M |
| Millennium Management | 0.00% | Add +244.5% | 14,472 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.0% | 14,401 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.14% | New | 14,223 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.4% | 13,934 | $1.2M |
| Wealthquest Corp | 0.13% | Reduce -0.8% | 13,862 | $1.2M |
| Northwest Wealth Management, LLC | 0.31% | Reduce -0.3% | 13,621 | $1.2M |
| Sachetta, LLC | 0.52% | Reduce -3.3% | 12,946 | $1.2M |
| Collective Family Office LLC | 0.35% | Reduce -0.7% | 13,497 | $1.2M |
| Liberty One Investment Management, LLC | 0.13% | Add +80.6% | 13,493 | $1.2M |
| American State Bank (Iowa) | 0.76% | Reduce -1.1% | 13,432 | $1.2M |
| Evermay Wealth Management LLC | 0.19% | Reduce -2.7% | 13,412 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +99.6% | 13,378 | $1.2M |
| Maryland Capital Advisors Inc. | 0.63% | Add +0.1% | 13,213 | $1.2M |
| Prism Advisors, Inc. | 0.35% | No change | 13,200 | $1.2M |
| Choreo, LLC | 0.02% | Add +17.6% | 13,211 | $1.2M |
| Phillips Financial Management, LLC | 0.09% | Reduce -7.5% | 12,881 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.92% | Reduce -5.5% | 12,829 | $1.1M |
| Narus Financial Partners, LLC | 0.46% | Add +0.1% | 12,826 | $1.1M |
| Fortis Advisors, LLC | 0.79% | Add +0.5% | 12,787 | $1.1M |
| Next Capital Management LLC | 0.47% | Add +14.0% | 12,730 | $1.1M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.1% | 12,622 | $1.1M |
| Carr Financial Group Corp | 0.34% | Reduce -1.7% | 12,212 | $1.1M |
| Brickley Wealth Management | 0.23% | No change | 12,023 | $1.1M |
| Essex Financial Services, Inc. | 0.08% | Add +2.4% | 11,403 | $1.0M |
| Sand Hill Global Advisors, LLC | 0.05% | New | 11,604 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +66.1% | 11,489 | $1.0M |
| Patten Group, Inc. | 0.24% | Add +6.0% | 11,451 | $1.0M |
| Argent Trust Co | 0.04% | Add +3.3% | 11,284 | $994K |
| Cozad Asset Management Inc. | 0.10% | No change | 11,065 | $975K |
| Lido Advisors, LLC | 0.01% | Add +1.5% | 10,829 | $954K |
| Peninsula Wealth, LLC | 0.18% | Add +338.9% | 10,568 | $952K |
| Magnolia Capital Advisors LLC | 0.52% | New | 10,567 | $931K |
| JFS Wealth Advisors, LLC | 0.07% | No change | 10,469 | $923K |
| WMG Financial Advisors, LLC | 0.47% | Add +132.2% | 10,161 | $895K |
| Coldstream Capital Management Inc. | 0.02% | No change | 10,115 | $891K |
| Susquehanna International Group, LLP | 0.00% | Add +228.7% | 10,070 | $887K |
| One Charles Private Wealth Services, LLC | 0.37% | Reduce -1.1% | 10,027 | $884K |
| Empirical Asset Management, LLC | 0.33% | New | 284,606 | $881K |
| Seascape Capital Management | 0.33% | No change | 9,977 | $879K |
| Huntington National Bank | 0.01% | Reduce -5.0% | 9,889 | $872K |
| Watchman Group, Inc. | 0.28% | Reduce -9.5% | 9,845 | $868K |
| Commerce Bank | 0.01% | No change | 9,756 | $860K |
| White Pine Capital LLC | 0.32% | Add +1.0% | 9,701 | $855K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +5.4% | 9,596 | $846K |
| Perennial Investment Advisors, LLC | 0.12% | Add +27.9% | 9,565 | $843K |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | No change | 9,500 | $837K |
| Thrivent Financial for Lutherans | 0.00% | Add +8.0% | 9,361 | $825K |
| R. W. Roge & Company, Inc. | 0.47% | Reduce -0.1% | 9,347 | $823K |
| Occidental Asset Management, LLC | 0.14% | Reduce -52.9% | 9,310 | $820K |
| Talisman Wealth Advisors LLC | 0.94% | Add +1.5% | 9,257 | $816K |
| ERn Financial, LLC | 0.13% | Reduce -4.0% | 9,154 | $807K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -3.6% | 8,957 | $789K |
| Claro Advisors Inc. | 0.12% | Add +70.3% | 8,917 | $786K |
| Boyd Wealth Management, LLC | 0.43% | Add +10.1% | 8,878 | $782K |
| Beirne Wealth Consulting Services, LLC | 0.31% | Add +29.7% | 8,686 | $766K |
| Firestone Capital Management | 0.21% | No change | 8,665 | $764K |
| Mascoma Wealth Management LLC | 0.20% | Reduce -25.2% | 8,598 | $758K |
| William Howard & Co Financial Advisors Inc | 0.69% | No change | 8,520 | $751K |
| Flow Traders U.S. LLC | 0.04% | New | 8,497 | $749K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -0.7% | 8,413 | $741K |
| Interchange Capital Partners, LLC | 0.27% | Add +0.4% | 8,406 | $741K |
| One Day In July LLC | 0.09% | Add +1.0% | 8,002 | $705K |
| Verdence Capital Advisors LLC | 0.06% | Add +0.3% | 7,987 | $704K |
| Atlantic Edge Private Wealth Management, LLC | 0.23% | Reduce -19.8% | 7,781 | $686K |
| Benjamin Edwards Inc. | 0.13% | Add +12.5% | 7,714 | $680K |
| Unique Wealth Strategies, LLC | 0.31% | No change | 7,390 | $668K |
| Wealthspire Retirement, LLC | 0.06% | No change | 7,514 | $662K |
| Whittier Trust Co. | 0.01% | No change | 7,365 | $649K |
| Coordinated Financial Services, Inc. | 0.56% | Reduce -3.9% | 7,336 | $647K |
| St Germain D J Co. Inc. | 0.03% | No change | 7,149 | $630K |
| Waterloo Capital, L.P. | 0.07% | Reduce -8.3% | 6,963 | $614K |
| Hoxton Planning & Management, LLC | 0.28% | Add +6.2% | 6,839 | $603K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.1% | 6,777 | $597K |
| Citadel Advisors | 0.00% | New | 6,713 | $592K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.6% | 6,702 | $591K |
| Regimen Wealth, LLC | 0.20% | Reduce -3.1% | 6,534 | $576K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -16.5% | 6,479 | $571K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +46.3% | 6,454 | $569K |
| D.A. Davidson & Co. | 0.01% | Reduce -7.6% | 6,449 | $568K |
| Dentgroup LLC | 0.46% | New | 6,439 | $567K |
| Relative Value Partners Group, LLC | 0.07% | New | 6,412 | $565K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -0.3% | 6,412 | $565K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +5.9% | 6,395 | $564K |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 6,369 | $561K |
| Quantinno Capital Management LP | 0.01% | No change | 6,326 | $558K |
| Parallel Advisors, LLC | 0.01% | Add +1.8% | 6,228 | $549K |
| Private Ocean, LLC | 0.05% | Add +0.1% | 6,146 | $542K |
| Essex Bank | 0.15% | No change | 6,124 | $540K |
| Ascentis Independent Advisors | 0.11% | — | 6,110 | $538K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.9% | 6,038 | $532K |
| Victory Financial Group, LLC | 0.25% | Add +39.7% | 6,015 | $530K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -13.6% | 5,961 | $525K |
| Roble, Belko & Company, Inc | 0.09% | No change | 5,864 | $517K |
| Swmg, LLC | 0.23% | Add +0.7% | 5,861 | $517K |
| Garrett Wealth Advisory Group, LLC | 0.19% | New | 5,854 | $516K |
| Flagstar Securities, Inc. | 0.14% | Reduce -0.1% | 5,790 | $510K |
| Strategic Financial Services, Inc. | 0.03% | Reduce -41.3% | 5,729 | $505K |
| Confluence Investment Management LLC | 0.01% | New | 5,662 | $499K |
| DGS Capital Management, LLC | 0.14% | Add +46.8% | 5,650 | $498K |
| Prudent Investors Network, Inc. | 0.18% | No change | 5,577 | $492K |
| Awm Capital, LLC | 0.07% | Add +6.7% | 5,553 | $489K |
| MAI Capital Management | 0.00% | Add +1.4% | 5,544 | $489K |
| Hobbs Group Advisors, LLC | 0.18% | — | 5,517 | $486K |
| Bright Futures Wealth Management, LLC. | 0.26% | No change | 5,313 | $480K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.2% | 5,412 | $477K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.3% | 5,389 | $475K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 5,385 | $475K |
| German American Bancorp, Inc. | 0.05% | No change | 5,336 | $470K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 5,316 | $469K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 5,316 | $469K |
| Koesten, Hirschmann & Crabtree, INC. | 0.30% | No change | 5,164 | $467K |
| Forte Asset Management LLC | 0.27% | No change | 5,288 | $466K |
| RFG Advisory, LLC | 0.02% | Add +9.4% | 5,253 | $463K |
| FourThought Financial Partners, LLC | 0.06% | No change | 5,176 | $456K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +0.1% | 5,168 | $455K |
| RTD Financial Advisors, Inc. | 0.06% | New | 5,165 | $455K |
| Pathstone Holdings, LLC | 0.00% | Reduce -46.1% | 5,152 | $454K |
| Lwmg, LLC | 0.10% | Add +0.1% | 5,141 | $453K |
| BTC Capital Management, Inc. | 0.04% | No change | 5,140 | $453K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 5,010 | $442K |
| Stephens Inc. | 0.01% | Add +29.2% | 4,979 | $439K |
| Wealthspan Partners, LLC | 0.24% | Reduce -4.2% | 4,920 | $434K |
| Cim, LLC | 0.06% | Reduce -8.0% | 4,611 | $430K |
| Tompkins Financial Corp. | 0.05% | No change | 4,883 | $430K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -3.8% | 4,864 | $429K |
| Mullaney, Keating & Wright, Inc. | 0.33% | — | 4,861 | $428K |
| Ellis Investment Partners, LLC | 0.09% | Add +0.3% | 4,826 | $425K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 4,825 | $425K |
| Financial Partners Group, Inc | 0.07% | New | 4,823 | $425K |
| Sweeney & Michel, LLC | 0.18% | Add +0.5% | 4,819 | $423K |
| Becker Capital Management Inc. | 0.01% | No change | 4,785 | $422K |
| Melone Private Wealth, LLC | 0.25% | Reduce -1.5% | 4,777 | $421K |
| Townsquare Capital LLC | 0.01% | New | 4,769 | $420K |
| SOL Capital Management CO | 0.05% | Reduce -0.6% | 4,750 | $419K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,728 | $417K |
| Premier Path Wealth Partners, LLC | 0.07% | Reduce -27.0% | 4,723 | $416K |
| SYM FINANCIAL Corp | 0.07% | No change | 4,690 | $413K |
| Choate Investment Advisors | 0.01% | Add +4.1% | 4,685 | $413K |
| Investment Advisory Group, LLC | 0.16% | No change | 4,680 | $412K |
| Transcend Capital Advisors, LLC | 0.03% | Add +46.0% | 4,653 | $410K |
| Wealth Alliance, LLC | 0.05% | Add +4.8% | 4,648 | $410K |
| Bank of Montreal | 0.00% | Reduce -3.8% | 4,599 | $406K |
| Safeguard Financial, LLC | 0.11% | No change | 4,597 | $405K |
| Cutler Capital Management, LLC | 0.19% | Add +0.4% | 4,567 | $402K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +1.5% | 4,564 | $402K |
| Bank of Marin | 0.34% | Reduce -46.9% | 4,526 | $399K |
| Cannell & Spears LLC | 0.01% | No change | 4,514 | $398K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -1.6% | 4,463 | $393K |
| Csenge Advisory Group | 0.02% | Add +6.5% | 4,402 | $388K |
| BIP Wealth, LLC | 0.03% | Reduce -15.9% | 4,390 | $387K |
| Tiaa Trust, National Association | 0.00% | Reduce -8.1% | 4,387 | $387K |
| AE Wealth Management LLC | 0.00% | Reduce -80.8% | 4,348 | $383K |
| Bellecapital International Ltd. | 0.08% | No change | 4,291 | $378K |
| Christensen, King & Associates Investment Services, Inc. | 0.18% | Add +0.1% | 4,253 | $375K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -42.7% | 4,221 | $371K |
| SFG Wealth Management, LLC. | 0.21% | Reduce -1.4% | 4,201 | $370K |
| Verus Capital Partners, LLC | 0.04% | Add +5.7% | 4,183 | $369K |
| Nikulski Financial, Inc. | 0.12% | No change | 4,157 | $366K |
| Augustine Asset Management Inc. | 0.14% | Add +19.6% | 4,085 | $360K |
| Fielder Capital Group LLC | 0.14% | No change | 4,054 | $357K |
| Mission Wealth Management, LP | 0.01% | Reduce -39.5% | 4,009 | $353K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 3,997 | $352K |
| Sheets Smith Wealth Management | 0.04% | Add +0.1% | 3,948 | $348K |
| Wealthstream Advisors, Inc. | 0.13% | No change | 3,938 | $347K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,919 | $345K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -3.9% | 3,887 | $343K |
| Citizens Financial Group Inc. | 0.01% | Add +8.4% | 3,862 | $340K |
| Appleton Partners Inc. | 0.03% | Reduce -5.2% | 3,862 | $340K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +2.8% | 3,828 | $337K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Add +0.1% | 3,820 | $337K |
| Clifford Group, LLC | 0.27% | Reduce -3.8% | 3,819 | $337K |
| Scotia Capital Inc. | 0.00% | No change | 3,784 | $333K |
| World Investment Advisors | 0.02% | No change | 3,745 | $330K |
| Zions Bancorporation, N.A. | 0.03% | No change | 3,727 | $328K |
| Carnegie Investment Counsel | 0.01% | No change | 3,711 | $327K |
| LRI Investments, LLC | 0.04% | No change | 3,703 | $326K |
| Ridgecrest Wealth Partners, LLC | 0.20% | No change | 3,700 | $326K |
| Front Row Advisors LLC | 0.11% | No change | 3,698 | $326K |
| Colonial Trust Co / SC | 0.06% | No change | 3,689 | $325K |
| Peterson Financial Group, Inc. | 1.98% | Reduce -5.1% | 3,678 | $324K |
| McGowan Group Asset Management, Inc. | 0.05% | Add +0.5% | 3,661 | $323K |
| Kraft Asset Management, LLC | 0.27% | No change | 3,644 | $321K |
| CW Advisors, LLC | 0.01% | No change | 3,636 | $320K |
| Raymond James Trust N.A. | 0.01% | No change | 3,628 | $320K |
| Parsons Capital Management Inc. | 0.02% | Reduce -4.7% | 3,583 | $316K |
| National Bank of Canada | 0.00% | Add +2.3% | 3,600 | $315K |
| CPA Asset Management Group, LLC | 0.17% | No change | 3,573 | $315K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 3,545 | $312K |
| Encompass Wealth Advisors, LLC | 0.08% | No change | 3,509 | $309K |
| Bessemer Group Inc. | 0.00% | No change | 3,505 | $309K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -40.6% | 3,439 | $303K |
| Alliance Wealth Advisors, LLC | 0.19% | Add +0.1% | 3,437 | $303K |
| XML Financial, LLC | 0.03% | Add +11.2% | 3,423 | $302K |
| Mitchell Capital Management Co. | 0.05% | Reduce -90.8% | 3,407 | $300K |
| SC&H Financial Advisors, Inc. | 0.07% | Add +0.3% | 3,397 | $299K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.0% | 3,350 | $295K |
| Naples Global Advisors, LLC | 0.03% | Reduce -2.6% | 3,326 | $293K |
| Patten & Patten Inc. | 0.02% | No change | 3,320 | $293K |
| Austin Private Wealth, LLC | 0.03% | No change | 3,292 | $290K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -13.2% | 3,242 | $286K |
| Round Rock Advisors LLC | 0.07% | Reduce -68.3% | 3,208 | $283K |
| Nicolet Advisory Services, LLC | 0.03% | No change | 3,173 | $281K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.6% | 3,169 | $279K |
| HB Wealth Management, LLC | 0.00% | No change | 3,118 | $275K |
| Wedbush Securities Inc. | 0.01% | Add +35.0% | 3,111 | $274K |
| Asset Dedication, LLC | 0.02% | Add +0.0% | 3,029 | $267K |
| First Trust Direct Indexing L.P. | 0.02% | Reduce -4.1% | 3,009 | $265K |
| Compass Ion Advisors, LLC | 0.04% | No change | 2,927 | $265K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | Add +27.8% | 2,996 | $264K |
| Signature Resources Capital Management, LLC | 0.22% | Reduce -1.9% | 2,980 | $263K |
| Verum Partners LLC | 0.08% | No change | 2,955 | $260K |
| Daymark Wealth Partners, LLC | 0.01% | Add +1.1% | 2,902 | $256K |
| Curated Wealth Partners LLC | 0.04% | — | 2,900 | $256K |
| Boston Mountain Money Management Inc. | 0.17% | No change | 2,899 | $255K |
| Bank Ozk | 0.11% | No change | 2,885 | $254K |
| Wealthspire Advisors, LLC | 0.00% | Add +26.7% | 2,880 | $254K |
| Empower Advisory Group, LLC | 0.00% | New | 2,854 | $252K |
| New Century Financial Group, LLC | 0.11% | New | 2,847 | $251K |
| TAP Consulting, LLC | 0.05% | Add +0.5% | 2,845 | $251K |
| Heritage Wealth Management, LLC | 0.14% | No change | 2,832 | $250K |
| Heritage Family Offices, LLP | 0.14% | — | 2,832 | $250K |
| Eight 31 Financial, LLC | 0.19% | Reduce -2.7% | 2,820 | $249K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -17.3% | 2,818 | $248K |
| Bank of New York Mellon Corp | 0.00% | New | 2,808 | $247K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | No change | 2,800 | $247K |
| Lauterbach Financial Advisors, LLC | 0.16% | Reduce -8.7% | 2,730 | $247K |
| Benchmark Financial Wealth Advisors, LLC | 0.09% | Add +0.3% | 2,760 | $243K |
| Peak Planning Group, LLC | 0.12% | New | 2,704 | $238K |
| Klingman & Associates, LLC | 0.02% | No change | 2,690 | $237K |
| Greenhouse Wealth Management, LLC | 0.17% | Add +0.5% | 2,687 | $237K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -0.6% | 2,685 | $237K |
| Headinvest, LLC | 0.05% | No change | 2,673 | $236K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Add +0.5% | 2,654 | $234K |
| Brighton Jones LLC | 0.01% | Add +1.8% | 2,640 | $233K |
| Aspen Wealth Management LLC | 0.08% | New | 2,632 | $232K |
| Elevatus Welath Management | 0.09% | Add +0.1% | 2,623 | $231K |
| Diversified, LLC | 0.03% | New | 2,612 | $230K |
| ICA Group Wealth Management, LLC | 0.14% | Reduce -95.5% | 2,604 | $229K |
| Plancorp, LLC | 0.01% | Add +15.8% | 2,601 | $229K |
| Optimum Investment Advisors | 0.10% | No change | 2,600 | $229K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -1.9% | 2,596 | $229K |
| Capital Analysts, LLC | 0.01% | Reduce -5.6% | 2,526 | $222K |
| Scissortail Wealth Management, LLC | 0.06% | Reduce -97.5% | 2,494 | $220K |
| Evanson Asset Management, LLC | 0.02% | Add +0.5% | 2,476 | $218K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,474 | $218K |
| McAdam, LLC | 0.01% | Add +3.0% | 2,436 | $215K |
| BNC Wealth Management, LLC | 0.08% | Reduce -17.5% | 2,429 | $214K |
| Manhattan West Asset Management, LLC | 0.06% | Add +0.5% | 2,422 | $213K |
| Operose Advisors LLC | 0.08% | Reduce -3.9% | 2,412 | $213K |
| Weaver Consulting Group | 0.07% | Reduce -12.8% | 2,396 | $211K |
| LongView Wealth Management | 0.08% | No change | 2,394 | $211K |
| Delta Investment Management, LLC | 0.05% | New | 2,369 | $209K |
| PGIM Custom Harvest LLC | 0.00% | New | 2,366 | $209K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Reduce -1.0% | 2,349 | $207K |
| Silverlake Wealth Management LLC | 0.08% | No change | 2,345 | $207K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 2,345 | $207K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +7.1% | 2,311 | $204K |
| Pinnacle Family Advisors, LLC | 0.11% | Add +0.0% | 2,290 | $202K |
| Park Avenue Securities LLC | 0.00% | New | 2,272 | $200K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -63.9% | 2,151 | $190K |
| IFP Advisors, Inc | 0.01% | Reduce -13.6% | 2,137 | $188K |
| MCF Advisors LLC | 0.01% | No change | 2,008 | $177K |
| Larson Financial Group LLC | 0.01% | Add +82.7% | 1,986 | $175K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,857 | $163K |
| Qube Research & Technologies Ltd | 0.00% | Add +164.1% | 1,849 | $163K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.3% | 1,767 | $156K |
| First Financial Corp. | 0.08% | No change | 1,759 | $155K |
| WealthShield Partners, LLC | 0.02% | No change | 1,750 | $154K |
| Avior Wealth Management, LLC | 0.01% | Add +11.2% | 1,737 | $153K |
| Financial Perspectives, Inc | 0.06% | Add +1.8% | 1,722 | $152K |
| McIlrath & Eck, LLC | 0.02% | Add +0.5% | 1,720 | $152K |
| Avion Wealth | 0.04% | No change | 1,669 | $147K |
| Element Wealth, LLC | 0.08% | Reduce -9.1% | 1,630 | $144K |
| Continuum Advisory, LLC | 0.02% | No change | 1,556 | $137K |
| Pacifica Partners Inc. | 0.06% | New | 1,522 | $134K |
| Arlington Trust Co LLC | 0.03% | No change | 1,507 | $133K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,490 | $131K |
| Macroview Investment Management LLC | 0.14% | Add +0.5% | 1,443 | $127K |
| NorthRock Partners, LLC | 0.00% | Reduce -14.3% | 1,432 | $126K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 1,364 | $120K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +6.2% | 1,365 | $120K |
| Bank of New Hampshire | 0.03% | No change | 1,308 | $115K |
| DT Investment Partners, LLC | 0.01% | No change | 1,283 | $113K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,269 | $112K |
| Disciplina Capital Management LLC | 0.02% | Add +6593.3% | 1,004 | $107K |
| Anchor Investment Management, LLC | 0.01% | Reduce -59.0% | 1,189 | $105K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,171 | $103K |
| International Assets Investment Management, LLC | 0.01% | New | 1,150 | $101K |
| IAG Wealth Partners, LLC | 0.02% | New | 1,087 | $96K |
| Stephens Consulting, LLC | 0.03% | No change | 1,082 | $95K |
| Redwood Wealth Management Group, LLC | 0.07% | New | 1,025 | $90K |
| Strategic Financial Concepts, LLC | 0.05% | New | 15,406 | $90K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 967 | $89K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +24.8% | 945 | $83K |
| Sanctuary Wealth Management, L.L.C. | 0.06% | No change | 942 | $83K |
| Park Place Capital Corp | 0.03% | Add +0.4% | 935 | $82K |
| American National Bank & Trust | 0.01% | No change | 922 | $81K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -11.6% | 903 | $80K |
| Boyd Watterson Asset Management LLC | 0.02% | No change | 900 | $79K |
| Private Capital Management LLC | 0.02% | No change | 888 | $78K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 888 | $78K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 790 | $72K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -10.6% | 810 | $71K |
| Abound Wealth Management | 0.03% | Reduce -1.0% | 801 | $71K |
| Pineridge Advisors LLC | 0.02% | No change | 792 | $70K |
| Founders Financial Alliance, LLC | 0.02% | No change | 768 | $68K |
| Pacific Center for Financial Services | 0.02% | Reduce -23.9% | 709 | $62K |
| Kings Path Partners LLC | 0.03% | — | 706 | $62K |
| Pathway Financial Advisers, LLC | 0.02% | New | 704 | $62K |
| Trust Co. of Vermont | 0.00% | Add +12.2% | 689 | $61K |
| Mather Group, Llc. | 0.00% | Add +6.9% | 639 | $58K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 611 | $54K |
| Ancora Advisors LLC | 0.00% | Add +40.1% | 608 | $54K |
| Lanark Financial, Inc. | 0.00% | No change | 602 | $53K |
| WFA of San Diego, LLC | 0.05% | — | 600 | $53K |
| SWAN Capital LLC | 0.03% | New | 585 | $52K |
| Sage Mountain Advisors LLC | 0.00% | No change | 560 | $49K |
| Family Firm, Inc. | 0.01% | New | 544 | $48K |
| Key Financial Inc | 0.01% | No change | 537 | $47K |
| Gradient Investments LLC | 0.00% | Add +1550.0% | 528 | $47K |
| NFSG Corp | 0.02% | Add +133.0% | 522 | $46K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +14.1% | 493 | $43K |
| Concord Wealth Partners | 0.01% | Add +0.4% | 489 | $43K |
| Tsfg, LLC | 0.01% | No change | 487 | $43K |
| Bogart Wealth, LLC | 0.00% | New | 453 | $40K |
| Mechanics Financial Corp | 0.02% | No change | 447 | $39K |
| Northwest Capital Management Inc | 0.01% | Reduce -29.8% | 443 | $39K |
| Legacies Wealth LLC | 0.03% | Reduce -11.4% | 441 | $39K |
| Clarity Asset Management, Inc. | 0.03% | New | 402 | $35K |
| Carmichael Hill & Associates, Inc. | 0.01% | Reduce -14.4% | 399 | $35K |
| Aptus Capital Advisors, LLC | 0.00% | Add +15.1% | 382 | $34K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 348 | $31K |
| Cypress Capital, LLC | 0.01% | New | 335 | $30K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 315 | $28K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -50.2% | 308 | $27K |
| Ransom Advisory, Ltd | 0.01% | No change | 300 | $26K |
| Hilltop National Bank | 0.01% | No change | 290 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 284 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | Add +16.2% | 280 | $25K |
| Proffitt & Goodson Inc. | 0.00% | New | 265 | $23K |
| CNB Bank | 0.01% | New | 250 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.5% | 249 | $22K |
| Lindbrook Capital, LLC | 0.00% | No change | 236 | $21K |
| GAMMA Investing LLC | 0.00% | No change | 212 | $19K |
| West Branch Capital LLC | 0.01% | New | 185 | $16K |
| Viewpoint Capital Management LLC | 0.01% | No change | 180 | $16K |
| Sittner & Nelson, LLC | 0.01% | No change | 158 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 148 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 153 | $13K |
| Olistico Wealth, LLC | 0.01% | New | 146 | $13K |
| Missouri Trust & Investment Co | 0.00% | No change | 139 | $12K |
| Archer Investment Corp | 0.00% | Add +89.9% | 131 | $12K |
| First Pacific Financial | 0.00% | New | 122 | $11K |
| Ashton Thomas Securities, LLC | 0.00% | — | 119 | $10K |
| Providence Capital Advisors, LLC | 0.00% | No change | 117 | $10K |
| Global Wealth Strategies & Associates | 0.00% | No change | 109 | $10K |
| Global Financial Private Client, LLC | 0.00% | No change | 106 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 102 | $9K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $9K |
| BNP Paribas Financial Markets | 0.00% | Add +194.1% | 100 | $9K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 99 | $9K |
| AllSquare Wealth Management LLC | 0.01% | New | 94 | $8K |
| HM Payson & Co. | 0.00% | New | 93 | $8K |
| Milestone Investment Advisors LLC | 0.00% | New | 92 | $8K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 88 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | Add +100.0% | 80 | $7K |
| First Personal Financial Services | 0.00% | No change | 79 | $7K |
| Johnson Financial Group, Inc. | 0.00% | No change | 78 | $7K |
| SouthState Bank Corp | 0.00% | No change | 77 | $7K |
| WASHINGTON TRUST Co | 0.00% | No change | 73 | $6K |
| WR Wealth Planners, LLC | 0.00% | No change | 66 | $6K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -35.6% | 65 | $6K |
| Financial Management Professionals, Inc. | 0.00% | No change | 54 | $5K |
| Semmax Financial Advisors Inc. | 0.00% | New | 55 | $5K |
| City State Bank | 0.00% | No change | 48 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 43 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 40 | $4K |
| Glenmede Trust Co. NA | 0.00% | No change | 40 | $4K |
| Balentine LLC | 0.00% | No change | 36 | $3K |
| Realta Investment Advisors | 0.00% | Reduce -70.8% | 35 | $3K |
| Valued Wealth Advisors LLC | 0.00% | Add +70.0% | 34 | $3K |
| WFA Asset Management Corp | 0.00% | Reduce -68.0% | 32 | $3K |
| Family Asset Management, LLC | 0.00% | No change | 26 | $2K |
| Franklin Resources Inc. | 0.00% | No change | 25 | $2K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 23 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 24 | $2K |
| Tucker Asset Management LLC | 0.00% | Reduce -12.0% | 22 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 20 | $2K |
| Fifth Third Bancorp | 0.00% | New | 18 | $2K |
| Oakworth Capital, Inc. | 0.00% | No change | 17 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 11 | $970 |
| Clear Point Advisors Inc. | 0.00% | No change | 11 | $933 |
| Iron Horse Wealth Management, LLC | 0.00% | Add +14.3% | 8 | $661 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 3 | $285 |
| Delta Asset Management LLC | 0.00% | No change | 3 | $284 |
| Coston, McIsaac & Partners | 0.00% | No change | 10 | $0 |
"% of holder's portfolio" is IUSV's weight in each manager's 13F, not the share of iShares Core S&P U.S. Value the manager owns.