iShares Core S&P U.S. ValueIUSVETF
13F holders, Q3 2024 (September 30)686holders +33
66new positions
36sold out
7famous investors
$95.11avg. 13F price*
At the end of Q3 2024, 686 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 33 from Q2 2024. 66 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($6.3B), LPL Financial LLC ($1.3B) and Morgan Stanley ($824.5M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $62.4M |
| Exits | 36 | $39.2M |
All 13F filers, Q2 2024 → Q3 2024: 8,028,070 shares bought and 3,053,869 shares sold, net +4,974,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 686 holders
| Bank of America Corp. | 0.55% | Add +3.6% | 65,586,554 | $6.3B |
| LPL Financial LLC | 0.57% | Add +3.2% | 13,352,079 | $1.3B |
| Morgan Stanley | 0.06% | Add +0.7% | 8,634,800 | $824.5M |
| Blue Trust, Inc. | 5.65% | Add +6.7% | 4,914,807 | $433.1M |
| Signaturefd, LLC | 7.85% | Add +0.9% | 4,308,366 | $411.4M |
| Envestnet Asset Management Inc. | 0.13% | Add +1.7% | 4,206,740 | $401.7M |
| Jones Financial Companies LLLP | 0.38% | Add +10.8% | 3,884,179 | $369.5M |
| Aspiriant, LLC | 10.40% | Add +0.3% | 2,869,906 | $274.0M |
| Merit Financial Group, LLC | 5.06% | Reduce -9.1% | 2,366,598 | $226.0M |
| Kestra Investment Management, LLC | 9.52% | Add +53.2% | 2,321,388 | $221.7M |
| JPMorgan Chase & Co. | 0.01% | Add +13.3% | 1,862,473 | $177.8M |
| UBS Group AG | 0.04% | Reduce -0.6% | 1,625,231 | $155.2M |
| BlackRock, Inc. | 0.00% | — | 1,467,767 | $140.2M |
| Commonwealth Equity Services, LLC | 0.21% | Add +1.6% | 1,456,686 | $139.1M |
| Wells Fargo & Company | 0.03% | Add +1.2% | 1,233,465 | $117.8M |
| Blair William & Co. | 0.33% | Reduce -1.1% | 1,158,760 | $110.6M |
| Venturi Wealth Management, LLC | 5.18% | Add +57.3% | 1,036,031 | $98.9M |
| Royal Bank of Canada | 0.02% | Add +4.3% | 1,033,907 | $98.7M |
| Modera Wealth Management, LLC | 1.19% | Add +0.1% | 976,239 | $93.2M |
| Auto-Owners Insurance Co | 2.02% | No change | 864,000 | $82.4M |
| Benjamin Edwards Inc. | 1.16% | Add +10714.0% | 834,196 | $79.7M |
| Corient Private Wealth LP | 0.12% | Add +11.3% | 813,134 | $77.6M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +2.5% | 801,918 | $76.6M |
| HighTower Advisors, LLC | 0.11% | Add +19.3% | 764,355 | $73.0M |
| Cwm, LLC | 0.29% | Reduce -3.4% | 701,226 | $67.0M |
| Canandaigua National Bank & Trust Co. | 6.37% | Add +7.8% | 698,370 | $66.7M |
| Allworth Financial LP | 0.33% | Add +0.1% | 567,592 | $54.2M |
| PNC Financial Services Group, Inc. | 0.03% | Add +1.1% | 563,240 | $53.8M |
| Raymond James & Associates | 0.03% | Add +13.1% | 562,547 | $53.7M |
| Tanglewood Legacy Advisors, LLC | 23.57% | Add +0.2% | 555,675 | $53.1M |
| Allspring Global Investments Holdings, LLC | 0.08% | Reduce -2.2% | 507,818 | $48.5M |
| Natixis Advisors, LLC | 0.09% | Add +12.1% | 479,364 | $45.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +0.6% | 475,826 | $45.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.2% | 465,469 | $44.4M |
| FMR LLC | 0.00% | Reduce -0.7% | 457,638 | $43.7M |
| GDS Wealth Management | 4.21% | Reduce -0.9% | 452,513 | $43.2M |
| Townsend & Associates, Inc | 4.42% | Reduce -3.9% | 448,982 | $43.1M |
| Cetera Investment Advisers | 0.09% | Add +1.4% | 451,033 | $43.1M |
| Osaic Holdings, Inc. | 0.10% | Reduce -2.1% | 442,922 | $42.3M |
| McGlone Suttner Wealth Management, Inc. | 8.79% | Reduce -18.0% | 442,728 | $42.3M |
| Focus Partners Wealth | 0.13% | Reduce -43.4% | 433,661 | $41.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.2% | 395,678 | $37.8M |
| Nadler Financial Group, Inc. | 4.13% | Add +0.9% | 392,410 | $37.5M |
| Sandy Spring Bank | 1.44% | Reduce -2.5% | 366,938 | $35.0M |
| Veracity Capital LLC | 12.62% | Add +3.1% | 345,749 | $33.0M |
| Hantz Financial Services, Inc. | 0.58% | Reduce -2.9% | 341,260 | $32.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -52.1% | 339,068 | $32.4M |
| Principal Securities, Inc. | 0.75% | Reduce -1.1% | 322,535 | $30.8M |
| Atria Wealth Solutions, Inc. | 0.33% | Reduce -0.5% | 314,494 | $30.0M |
| Trek Financial, LLC | 2.19% | Add +46.1% | 306,185 | $29.2M |
| Petix & Botte Co | 7.73% | Add +1.1% | 304,229 | $29.1M |
| Avantax Advisory Services, Inc. | 0.19% | Add +1.0% | 297,785 | $28.4M |
| Americana Partners, LLC | 1.93% | New | 296,769 | $28.3M |
| Private Advisor Group, LLC | 0.17% | Add +1.1% | 285,021 | $27.2M |
| ForthRight Wealth Management, LLC | 8.94% | Reduce -9.3% | 281,357 | $26.9M |
| Southern Capital Advisors, LLC | 14.04% | Add +4.0% | 261,275 | $24.9M |
| Flagship Harbor Advisors, LLC | 1.36% | Add +18.6% | 259,724 | $24.8M |
| MML Investors Services, LLC | 0.09% | Add +10.9% | 258,131 | $24.6M |
| Drake & Associates, LLC | 7.65% | Add +2.7% | 247,960 | $23.7M |
| Vident Advisory, LLC | 0.58% | Reduce -3.1% | 240,934 | $23.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +43.3% | 239,666 | $22.9M |
| Madison Wealth Partners, Inc | 6.74% | Add +6.5% | 238,390 | $22.8M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -5.5% | 223,986 | $22.2M |
| DDFG, Inc | 6.21% | Add +3.0% | 227,541 | $21.7M |
| Garde Capital, Inc. | 1.41% | Reduce -1.2% | 224,411 | $21.4M |
| Howe & Rusling Inc. | 1.79% | Add +8.7% | 218,547 | $20.9M |
| Equitable Holdings, Inc. | 0.19% | Add +22.2% | 210,072 | $20.1M |
| Steele Capital Management, Inc. | 1.03% | Reduce -2.1% | 207,325 | $19.8M |
| Ironwood Wealth Management, Inc. | 9.48% | Reduce -0.8% | 203,391 | $19.3M |
| Kestra Private Wealth Services, LLC | 0.35% | Reduce -40.8% | 198,044 | $18.9M |
| SkyOak Wealth, LLC | 4.17% | Add +4.0% | 197,353 | $18.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Reduce -1.6% | 166,279 | $18.8M |
| Atria Investments, Inc | 0.22% | Reduce -57.3% | 185,707 | $17.7M |
| Creative Financial Designs Inc. | 1.48% | Add +11.8% | 184,236 | $17.6M |
| Baird Financial Group, Inc. | 0.03% | Add +13.5% | 183,642 | $17.5M |
| PCA Investment Advisory Services Inc. | 8.10% | Add +6.1% | 180,198 | $17.2M |
| Weil Company, Inc. | 5.49% | Add +31.8% | 175,307 | $16.7M |
| TD Private Client Wealth LLC | 0.47% | Reduce -16.1% | 171,605 | $16.4M |
| Strategies Wealth Advisors, LLC | 2.17% | Reduce -1.3% | 169,649 | $16.2M |
| Richard W. Paul & Associates, LLC | 5.53% | Add +12.7% | 161,296 | $15.4M |
| Global Strategic Investment Solutions, LLC | 1.80% | Reduce -1.4% | 161,035 | $15.4M |
| Centaurus Financial, Inc. | 0.96% | Reduce -2.5% | 158,282 | $15.1M |
| Crescent Grove Advisors, LLC | 1.51% | Add +1.1% | 155,162 | $14.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -1.5% | 150,432 | $14.4M |
| Financial Advocates Investment Management | 0.81% | Add +28.9% | 147,647 | $14.3M |
| Stifel Financial Corp. | 0.01% | Add +6.1% | 143,412 | $13.7M |
| Tortoise Investment Management, LLC | 1.40% | Reduce -1.0% | 140,723 | $13.4M |
| Cosner Financial Group, LLC | 8.66% | Reduce -0.6% | 140,625 | $13.4M |
| High Probability Advisors, LLC | 2.26% | Reduce -1.0% | 139,243 | $13.3M |
| Eaton Financial Holdings Company, LLC | 5.34% | — | 137,456 | $13.1M |
| Carl P. Sherr & Co., LLC | 6.67% | Reduce -1.3% | 132,813 | $12.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -28.4% | 132,759 | $12.7M |
| LaSalle St. Investment Advisors, LLC | 4.98% | Add +25.9% | 132,708 | $12.7M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +8.1% | 130,753 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -4.4% | 127,644 | $12.2M |
| Mfa Wealth Advisors, LLC | 2.67% | Reduce -7.0% | 127,433 | $12.2M |
| Ameritas Advisory Services, LLC | 0.52% | Reduce -23.0% | 125,325 | $12.0M |
| Per Stirling Capital Management, LLC. | 1.65% | Add +1.4% | 124,593 | $11.9M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -62.1% | 124,264 | $11.9M |
| Creative Planning | 0.01% | Add +0.7% | 123,995 | $11.8M |
| Birchcreek Wealth Management, LLC | 7.69% | Add +3.7% | 122,821 | $11.7M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -1.9% | 122,141 | $11.7M |
| Amplius Wealth Advisors, LLC | 1.27% | Reduce -3.5% | 121,819 | $11.6M |
| Certified Advisory Corp | 1.28% | Add +8.4% | 120,876 | $11.5M |
| Savant Capital, LLC | 0.10% | Reduce -7.0% | 120,606 | $11.5M |
| Sigma Planning Corp | 0.35% | Add +3.3% | 118,111 | $11.3M |
| Roberts Financial Services LLC | 2.10% | Reduce -2.8% | 117,313 | $11.2M |
| Lutz Financial Services LLC | 0.89% | Reduce -3.9% | 114,272 | $10.9M |
| Gallagher Fiduciary Advisors, LLC | 2.20% | Reduce -69.0% | 113,909 | $10.9M |
| Concurrent Investment Advisors, LLC | 0.32% | Add +3.6% | 112,522 | $10.7M |
| Symphony Financial, Ltd. Co. | 1.77% | Add +4.5% | 112,291 | $10.7M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -3.9% | 111,077 | $10.6M |
| Truist Financial Corp. | 0.02% | Reduce -7.3% | 102,800 | $9.8M |
| Quent Capital, LLC | 0.98% | Add +2.8% | 101,556 | $9.7M |
| Dynamic Advisor Solutions LLC | 0.28% | Add +1.3% | 99,110 | $9.5M |
| Robinson Smith Wealth Advisors LLC | 7.90% | Reduce -3.7% | 97,281 | $9.3M |
| Sapient Capital LLC | 0.18% | New | 95,323 | $9.1M |
| Advisory Services Network, LLC | 0.18% | No change | 101,274 | $8.9M |
| Financial Council, LLC | 4.54% | Reduce -0.3% | 91,226 | $8.7M |
| Main Street Financial Solutions, LLC | 0.80% | Add +6.5% | 90,958 | $8.7M |
| Eldridge Investment Advisors, Inc. | 2.02% | Add +0.0% | 89,886 | $8.6M |
| Corepath Wealth Partners LLC | 8.16% | Reduce -0.1% | 86,895 | $8.4M |
| ICONIQ Capital, LLC | 0.18% | Add +0.6% | 86,783 | $8.3M |
| Alliancebernstein L.P. | 0.00% | Add +0.2% | 82,986 | $7.9M |
| Robertson Stephens Wealth Management, LLC | 0.29% | Add +21.4% | 82,653 | $7.9M |
| Legacy Financial Group LLC | 1.51% | Add +4.3% | 81,955 | $7.8M |
| Beam Wealth Advisors, Inc. | 2.35% | Add +6.3% | 81,336 | $7.8M |
| Charter Oak Capital Management, LLC | 0.71% | Add +8.5% | 79,647 | $7.6M |
| HighMark Wealth Management LLC | 4.15% | Reduce -0.8% | 79,349 | $7.6M |
| Mariner, LLC | 0.01% | Add +10.8% | 77,219 | $7.4M |
| First Hawaiian Bank | 0.24% | Reduce -7.9% | 76,967 | $7.3M |
| Foundry Financial Group, Inc. | 4.55% | Reduce -3.5% | 76,329 | $7.3M |
| Rovin Capital /Ut/ | 2.64% | Add +63.0% | 74,661 | $7.1M |
| Stevens Capital Partners | 3.39% | Add +0.4% | 74,238 | $7.1M |
| Edge Capital Group, LLC | 0.31% | Reduce -1.4% | 73,316 | $7.0M |
| Confluence Investment Management LLC | 0.09% | Add +1154.8% | 71,045 | $6.8M |
| Motive Wealth Advisors | 4.03% | No change | 76,102 | $6.7M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -3.1% | 68,250 | $6.5M |
| PrairieView Partners, LLC | 0.66% | Reduce -1.9% | 66,223 | $6.3M |
| Tudor Investment Corporation | 0.07% | Add +138.2% | 65,870 | $6.3M |
| Silver Oak Securities, Incorporated | 0.64% | Reduce -0.3% | 63,908 | $6.1M |
| Canvas Wealth Advisors, LLC | 1.67% | Reduce -2.4% | 63,444 | $6.1M |
| USAdvisors Wealth Management, LLC | 2.10% | Reduce -3.7% | 63,035 | $6.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.5% | 62,466 | $6.0M |
| Defined Wealth Management, LLC | 3.78% | Add +2.0% | 61,015 | $5.8M |
| Spire Wealth Management | 0.20% | Add +0.3% | 60,607 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.6% | 60,359 | $5.8M |
| 180 Wealth Advisors, LLC | 0.89% | Reduce -0.7% | 59,235 | $5.7M |
| Able Wealth Management LLC | 4.27% | Add +2.1% | 58,966 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.8% | 59,077 | $5.6M |
| US Bancorp \de | 0.01% | Reduce -36.3% | 57,130 | $5.5M |
| Captrust Financial Advisors | 0.02% | Add +3.2% | 56,775 | $5.4M |
| WJ Wealth Management, LLC | 1.89% | Add +1.6% | 56,278 | $5.4M |
| M&T Bank Corp | 0.02% | Reduce -8.9% | 56,254 | $5.4M |
| TD Waterhouse Canada Inc. | 0.04% | Add +316.7% | 55,741 | $5.3M |
| Global Retirement Partners, LLC | 0.16% | Reduce -19.2% | 54,993 | $5.3M |
| Canandaigua National Trust Co of Florida | 4.49% | — | 54,695 | $5.2M |
| Zuckerman Investment Group, LLC | 0.54% | Reduce -1.0% | 54,454 | $5.2M |
| Howland Capital Management LLC | 0.22% | Reduce -0.7% | 54,270 | $5.2M |
| Prudential Financial Inc. | 0.01% | Add +16.2% | 51,485 | $4.9M |
| Eley Financial Management, Inc | 1.97% | Reduce -3.1% | 51,369 | $4.9M |
| IFG Advisory, LLC | 0.31% | Add +11.3% | 51,352 | $4.9M |
| IHT Wealth Management, LLC | 0.14% | Reduce -1.9% | 51,344 | $4.9M |
| Elm Partners Management LLC | 0.35% | Reduce -0.7% | 51,218 | $4.9M |
| Breakwater Capital Group | 0.98% | Add +0.0% | 50,809 | $4.9M |
| Mutual Advisors, LLC | 0.14% | Add +3.1% | 49,815 | $4.8M |
| Financial Partners Group, Inc | 0.70% | Add +934.1% | 49,877 | $4.8M |
| Perigon Wealth Management, LLC | 0.13% | Reduce -1.9% | 49,421 | $4.7M |
| Sunbelt Securities, Inc. | 0.45% | Add +33.8% | 47,789 | $4.6M |
| Comerica Bank | 0.02% | Reduce -14.7% | 47,133 | $4.5M |
| Asset Management Group, Inc. | 0.64% | Reduce -0.6% | 47,078 | $4.5M |
| Valmark Advisers, Inc. | 0.07% | Reduce -5.6% | 46,687 | $4.5M |
| Hilltop Holdings Inc. | 0.29% | Add +44.8% | 45,833 | $4.4M |
| Old Mission Investment Co LLC | 1.32% | Reduce -1.0% | 45,025 | $4.3M |
| Financial Planning & Information Services, Inc. | 0.58% | Add +0.3% | 44,245 | $4.2M |
| Columbus Macro, LLC | 1.51% | Reduce -3.6% | 43,329 | $4.2M |
| Bailard, Inc. | 0.11% | Add +3.7% | 42,850 | $4.1M |
| Wealth Management Partners, LLC | 1.89% | Reduce -1.5% | 42,616 | $4.1M |
| Integrated Advisors Network LLC | 0.19% | Reduce -33.3% | 41,257 | $3.9M |
| Vantage Financial Partners, LLC | 0.95% | Reduce -33.7% | 40,306 | $3.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.33% | Add +22.3% | 40,235 | $3.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.3% | 40,203 | $3.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.22% | Add +2.3% | 40,055 | $3.8M |
| Family Manage LLC | 0.63% | Reduce -2.5% | 39,434 | $3.8M |
| NewEdge Advisors, LLC | 0.02% | Add +26.4% | 37,582 | $3.6M |
| Mgo One Seven LLC | 0.15% | Add +5.8% | 36,988 | $3.5M |
| Denver PWM, LLC | 1.33% | Reduce -3.6% | 36,764 | $3.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.79% | Reduce -4.5% | 36,390 | $3.5M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.0% | 36,363 | $3.5M |
| Greenline Partners, LLC | 0.49% | No change | 35,658 | $3.4M |
| Presilium Private Wealth, LLC | 0.78% | Reduce -2.5% | 35,548 | $3.4M |
| RDA Financial Network | 1.05% | Add +2.7% | 35,248 | $3.4M |
| Windward Private Wealth Management Inc. | 1.27% | Reduce -1.2% | 34,824 | $3.3M |
| Summit Wealth Partners, LLC | 0.63% | Add +1.5% | 34,440 | $3.3M |
| &partners | 0.06% | Add +59.6% | 33,856 | $3.2M |
| Hilltop Wealth Advisors, LLC | 1.50% | Reduce -1.7% | 33,593 | $3.2M |
| Oppenheimer & Co. Inc. | 0.05% | Add +1.3% | 31,866 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -6.6% | 31,559 | $3.0M |
| Summit Financial, LLC | 0.12% | Reduce -1.8% | 31,454 | $3.0M |
| Spectrum Wealth Counsel, LLC | 0.34% | Add +62.2% | 30,526 | $2.9M |
| Endowment Wealth Management, Inc. | 1.80% | Add +16.6% | 28,607 | $2.7M |
| Family Capital Management, Inc. | 1.75% | Add +10.7% | 28,519 | $2.7M |
| Atlas Capital Advisors Inc. | 0.42% | No change | 28,480 | $2.7M |
| Cerity Partners LLC | 0.01% | Add +1.5% | 27,847 | $2.7M |
| Guidance Point Advisors, LLC | 0.81% | Reduce -1.2% | 27,804 | $2.7M |
| Renaissance Technologies | 0.00% | New | 27,500 | $2.6M |
| Private Trust Co. NA | 0.26% | Reduce -2.3% | 27,488 | $2.6M |
| New Wave Wealth Advisors LLC | 1.19% | Add +0.9% | 27,115 | $2.6M |
| Heritage Oak Wealth Advisors LLC | 1.19% | New | 27,115 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -0.9% | 27,106 | $2.6M |
| Sterling Wealth Management, Inc. | 0.94% | Reduce -1.4% | 26,399 | $2.5M |
| Equity Investment Corp. | 0.06% | Reduce -11.4% | 26,372 | $2.5M |
| Wealth Advisors of Iowa, LLC | 1.25% | New | 25,621 | $2.4M |
| ZWJ Investment Counsel Inc. | 0.10% | Add +0.3% | 25,267 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.6% | 24,869 | $2.4M |
| Eagle Strategies LLC | 0.43% | Reduce -5.2% | 24,774 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +42.8% | 24,651 | $2.4M |
| Life Planning Partners, Inc | 2.09% | No change | 24,491 | $2.3M |
| Valley Forge Investment Consultants Inc. Adv | 0.82% | Reduce -1.6% | 24,482 | $2.3M |
| Beck Bode, LLC | 0.44% | Reduce -23.9% | 24,383 | $2.3M |
| Regal Investment Advisors LLC | 0.16% | Reduce -5.3% | 24,378 | $2.3M |
| Engineers Gate Manager LP | 0.05% | Add +18.6% | 24,375 | $2.3M |
| Prospera Financial Services Inc | 0.06% | Reduce -3.9% | 24,168 | $2.3M |
| Catalyst Private Wealth, LLC | 1.11% | Add +0.4% | 23,614 | $2.3M |
| Modern Wealth Management, LLC | 0.14% | Add +5.1% | 23,503 | $2.2M |
| Western Wealth Management, LLC | 0.13% | Add +4.5% | 23,436 | $2.2M |
| Moloney Securities Asset Management, LLC | 0.30% | Reduce -2.6% | 23,278 | $2.2M |
| Silver Lake Advisory, LLC | 0.48% | Add +2.6% | 22,531 | $2.2M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -4.9% | 22,236 | $2.1M |
| Caprock Group, LLC | 0.08% | New | 22,082 | $2.1M |
| Montag A & Associates Inc. | 0.10% | Add +1.3% | 21,949 | $2.1M |
| 17 Capital Partners, LLC | 1.36% | Add +5.7% | 21,844 | $2.1M |
| NWF Advisory Services Inc. | 0.30% | Add +36.3% | 21,651 | $2.1M |
| Cahill Financial Advisors Inc. | 0.28% | Add +2.0% | 21,213 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +82.2% | 20,934 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -16.9% | 20,933 | $2.0M |
| Legacy Financial Strategies, LLC | 0.44% | No change | 20,746 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -2.3% | 20,542 | $2.0M |
| TL Private Wealth | 0.87% | Reduce -17.4% | 20,647 | $2.0M |
| Uptick Partners, LLC | 0.82% | Add +0.0% | 20,355 | $1.9M |
| Sutton Place Investors LLC | 1.18% | Add +0.6% | 20,220 | $1.9M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -1.9% | 20,111 | $1.9M |
| Occidental Asset Management, LLC | 0.30% | Add +111.1% | 19,651 | $1.9M |
| First Heartland Consultants, Inc. | 0.20% | Reduce -2.9% | 19,195 | $1.8M |
| Syon Capital LLC | 0.16% | Reduce -2.0% | 19,176 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -0.5% | 18,813 | $1.8M |
| Verity Asset Management, Inc. | 0.63% | Add +9.4% | 17,522 | $1.7M |
| Graypoint LLC | 0.11% | Reduce -0.5% | 17,431 | $1.7M |
| TriaGen Wealth Management LLC | 0.56% | No change | 17,360 | $1.7M |
| PFG Advisors | 0.10% | Add +0.4% | 17,245 | $1.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.62% | Add +1.1% | 17,202 | $1.6M |
| Northern Trust Corp. | 0.00% | Reduce -22.4% | 16,790 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +7.1% | 17,838 | $1.6M |
| Quartz Partners, LLC | 0.99% | — | 16,575 | $1.6M |
| Tennessee Valley Asset Management Partners | 0.26% | Reduce -4.5% | 16,522 | $1.6M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -4.1% | 16,289 | $1.6M |
| Millennium Management | 0.00% | Add +11.0% | 16,068 | $1.5M |
| Litman Gregory Wealth Management LLC | 0.12% | No change | 15,475 | $1.5M |
| CFO4Life Group, LLC | 0.26% | No change | 15,423 | $1.5M |
| Sovereign Financial Group, Inc. | 0.34% | Reduce -1.7% | 15,312 | $1.5M |
| 1900 Wealth Management LLC | 0.13% | Reduce -7.7% | 15,293 | $1.5M |
| Garrett Wealth Advisory Group, LLC | 0.36% | Add +160.3% | 15,238 | $1.5M |
| Citadel Advisors | 0.00% | Add +126.7% | 15,217 | $1.5M |
| Dean Investment Associates, LLC | 0.19% | No change | 14,931 | $1.4M |
| Lansing Street Advisors | 0.52% | Add +0.5% | 14,810 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.8% | 14,664 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.6% | 14,023 | $1.3M |
| Wealthquest Corp | 0.12% | Reduce -0.3% | 13,819 | $1.3M |
| Liberty One Investment Management, LLC | 0.13% | Add +1.2% | 13,653 | $1.3M |
| Collective Family Office LLC | 0.35% | Reduce -1.3% | 13,328 | $1.3M |
| Maryland Capital Advisors Inc. | 0.61% | Reduce -0.0% | 13,208 | $1.3M |
| Prism Advisors, Inc. | 0.36% | No change | 13,200 | $1.3M |
| Sachetta, LLC | 0.50% | Add +1.5% | 13,145 | $1.3M |
| American State Bank (Iowa) | 0.76% | Reduce -2.3% | 13,122 | $1.3M |
| Next Capital Management LLC | 0.51% | Add +2.4% | 13,031 | $1.2M |
| Evermay Wealth Management LLC | 0.20% | Reduce -3.2% | 12,987 | $1.2M |
| Phillips Financial Management, LLC | 0.10% | No change | 12,881 | $1.2M |
| Argent Trust Co | 0.05% | Add +14.1% | 12,873 | $1.2M |
| Fortis Advisors, LLC | 0.80% | Add +0.6% | 12,865 | $1.2M |
| Narus Financial Partners, LLC | 0.44% | Add +0.1% | 12,845 | $1.2M |
| Waverly Advisors, LLC | 0.02% | Add +0.8% | 12,718 | $1.2M |
| WMG Financial Advisors, LLC | 0.55% | Add +24.4% | 12,637 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +14.4% | 12,389 | $1.2M |
| Carr Financial Group Corp | 0.35% | Add +0.8% | 12,316 | $1.2M |
| Elevate Wealth Advisory, Inc. | 0.87% | Reduce -4.5% | 12,256 | $1.2M |
| Patten Group, Inc. | 0.26% | Add +5.5% | 12,075 | $1.2M |
| Brickley Wealth Management | 0.23% | Reduce -1.8% | 11,806 | $1.1M |
| Northwest Wealth Management, LLC | 0.26% | Reduce -13.4% | 11,796 | $1.1M |
| Ascentis Independent Advisors | 0.17% | Add +89.3% | 11,569 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | New | 11,357 | $1.1M |
| White Pine Capital LLC | 0.37% | Add +16.3% | 11,283 | $1.1M |
| Atlantic Edge Private Wealth Management, LLC | 0.33% | Add +45.0% | 11,281 | $1.1M |
| Choreo, LLC | 0.02% | Reduce -15.5% | 11,166 | $1.1M |
| Sterling Capital Management LLC | 0.01% | — | 11,095 | $1.1M |
| Cozad Asset Management Inc. | 0.10% | No change | 11,065 | $1.1M |
| Peninsula Wealth, LLC | 0.18% | Reduce -1.2% | 10,443 | $1.0M |
| Magnolia Capital Advisors LLC | 0.50% | Reduce -0.5% | 10,510 | $1.0M |
| World Investment Advisors | 0.03% | Add +180.4% | 10,502 | $1.0M |
| JFS Wealth Advisors, LLC | 0.07% | No change | 10,469 | $1000K |
| Huntington National Bank | 0.01% | Add +5.5% | 10,433 | $996K |
| Watchman Group, Inc. | 0.26% | Add +5.0% | 10,334 | $987K |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -11.7% | 10,247 | $978K |
| Grey Fox Wealth Advisors, LLC | 0.27% | Add +283.6% | 10,182 | $972K |
| Coldstream Capital Management Inc. | 0.02% | No change | 10,115 | $966K |
| Boyd Wealth Management, LLC | 0.49% | Add +13.6% | 10,084 | $963K |
| One Charles Private Wealth Services, LLC | 0.36% | No change | 10,027 | $957K |
| Gotham Asset Management | 0.01% | New | 9,987 | $954K |
| Seascape Capital Management | 0.34% | No change | 9,977 | $953K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +2.1% | 9,795 | $935K |
| Commerce Bank | 0.01% | No change | 9,756 | $932K |
| Empirical Asset Management, LLC | 0.33% | No change | 284,606 | $931K |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | Add +0.3% | 9,525 | $910K |
| Nwam LLC | 0.06% | New | 9,517 | $909K |
| Beirne Wealth Consulting Services, LLC | 0.31% | Add +7.7% | 9,352 | $893K |
| Talisman Wealth Advisors LLC | 0.93% | Add +0.3% | 9,283 | $884K |
| Wealthspire Advisors, LLC | 0.01% | Add +216.9% | 9,128 | $872K |
| R. W. Roge & Company, Inc. | 0.46% | Reduce -2.5% | 9,115 | $870K |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -5.3% | 9,058 | $865K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.0% | 8,961 | $855K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +65.9% | 8,820 | $842K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +65.9% | 8,820 | $842K |
| D. E. Shaw & Co. | 0.00% | Reduce -77.3% | 8,809 | $841K |
| Lantz Financial LLC | 0.22% | New | 8,665 | $827K |
| Pure Financial Advisors, LLC | 0.02% | Add +2.7% | 8,641 | $825K |
| ERn Financial, LLC | 0.13% | Reduce -5.6% | 8,638 | $825K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -74.6% | 8,610 | $822K |
| Dentgroup LLC | 0.61% | Add +32.4% | 8,526 | $814K |
| William Howard & Co Financial Advisors Inc | 0.69% | No change | 8,520 | $814K |
| Interchange Capital Partners, LLC | 0.29% | Add +0.5% | 8,450 | $807K |
| One Day In July LLC | 0.09% | Add +0.4% | 8,035 | $767K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -0.8% | 7,921 | $756K |
| Mascoma Wealth Management LLC | 0.19% | Reduce -9.3% | 7,795 | $744K |
| Whittier Trust Co. | 0.01% | No change | 7,365 | $703K |
| Unique Wealth Strategies, LLC | 0.30% | Reduce -1.5% | 7,276 | $695K |
| Waterloo Capital, L.P. | 0.07% | Add +3.1% | 7,176 | $685K |
| St Germain D J Co. Inc. | 0.03% | No change | 7,149 | $683K |
| Firestone Capital Management | 0.17% | Reduce -19.9% | 6,942 | $663K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -10.5% | 6,728 | $642K |
| Hoxton Planning & Management, LLC | 0.25% | Reduce -1.9% | 6,708 | $641K |
| Regimen Wealth, LLC | 0.20% | Add +0.6% | 6,574 | $628K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.9% | 6,574 | $628K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -3.1% | 6,564 | $627K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 6,454 | $616K |
| Fielder Capital Group LLC | 0.20% | Add +59.1% | 6,449 | $616K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.8% | 6,399 | $611K |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 6,377 | $609K |
| Meridian Wealth Management, LLC | 0.03% | New | 6,372 | $608K |
| Quantinno Capital Management LP | 0.01% | No change | 6,326 | $604K |
| Parallel Advisors, LLC | 0.01% | No change | 6,228 | $595K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -5.0% | 6,158 | $588K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -5.1% | 6,068 | $587K |
| Essex Bank | 0.15% | No change | 6,124 | $585K |
| Apollon Wealth Management, LLC | 0.02% | New | 6,006 | $574K |
| Transcend Capital Advisors, LLC | 0.04% | Add +28.7% | 5,987 | $572K |
| Claro Advisors Inc. | 0.07% | Reduce -33.9% | 5,893 | $563K |
| Wesbanco Bank Inc. | 0.02% | New | 5,877 | $561K |
| Roble, Belko & Company, Inc | 0.09% | No change | 5,864 | $560K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.5% | 5,814 | $555K |
| Flagstar Securities, Inc. | 0.14% | Add +0.3% | 5,806 | $554K |
| Tiaa Trust, National Association | 0.00% | Add +30.6% | 5,728 | $547K |
| Swmg, LLC | 0.22% | Reduce -6.4% | 5,486 | $536K |
| Prudent Investors Network, Inc. | 0.16% | No change | 5,577 | $533K |
| Strategic Financial Services, Inc. | 0.03% | Reduce -2.8% | 5,568 | $532K |
| Awm Capital, LLC | 0.06% | No change | 5,553 | $530K |
| MAI Capital Management | 0.01% | Reduce -0.0% | 5,543 | $529K |
| Hobbs Group Advisors, LLC | 0.19% | Add +0.0% | 5,519 | $527K |
| DGS Capital Management, LLC | 0.14% | Reduce -4.0% | 5,423 | $518K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 5,385 | $514K |
| German American Bancorp, Inc. | 0.05% | No change | 5,336 | $510K |
| Forte Asset Management LLC | 0.27% | No change | 5,288 | $505K |
| Bright Futures Wealth Management, LLC. | 0.24% | No change | 5,313 | $505K |
| Essex Financial Services, Inc. | 0.04% | Reduce -54.6% | 5,179 | $498K |
| RTD Financial Advisors, Inc. | 0.06% | Add +0.6% | 5,197 | $496K |
| Pathstone Holdings, LLC | 0.00% | Add +0.5% | 5,178 | $494K |
| AE Wealth Management LLC | 0.00% | Add +19.1% | 5,178 | $494K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.1% | 5,176 | $494K |
| FourThought Financial Partners, LLC | 0.06% | No change | 5,176 | $494K |
| AQR Capital Management | 0.00% | New | 5,150 | $492K |
| Lwmg, LLC | 0.09% | Add +0.1% | 5,146 | $491K |
| BTC Capital Management, Inc. | 0.04% | No change | 5,140 | $491K |
| Independent Financial Group, LLC | 0.02% | Reduce -5.0% | 5,120 | $489K |
| Sweeney & Michel, LLC | 0.19% | Add +2.6% | 4,946 | $481K |
| Koesten, Hirschmann & Crabtree, INC. | 0.28% | Reduce -2.5% | 5,034 | $481K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,010 | $478K |
| RFG Advisory, LLC | 0.01% | Reduce -6.4% | 4,917 | $470K |
| Tompkins Financial Corp. | 0.04% | No change | 4,883 | $466K |
| Mullaney, Keating & Wright, Inc. | 0.32% | Add +0.3% | 4,874 | $465K |
| Ellis Investment Partners, LLC | 0.09% | Add +0.4% | 4,845 | $463K |
| Verus Capital Partners, LLC | 0.04% | Add +15.0% | 4,812 | $459K |
| Becker Capital Management Inc. | 0.01% | No change | 4,785 | $457K |
| Cedrus LLC | 0.17% | New | 4,773 | $456K |
| Townsquare Capital LLC | 0.01% | Reduce -0.1% | 4,766 | $455K |
| SOL Capital Management CO | 0.05% | No change | 4,750 | $454K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,728 | $451K |
| Melone Private Wealth, LLC | 0.24% | Reduce -1.8% | 4,692 | $448K |
| SYM FINANCIAL Corp | 0.06% | No change | 4,690 | $448K |
| Choate Investment Advisors | 0.01% | No change | 4,685 | $447K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -22.6% | 4,675 | $446K |
| Wealthspan Partners, LLC | 0.22% | Reduce -5.1% | 4,668 | $446K |
| Wealth Alliance, LLC | 0.05% | Reduce -0.1% | 4,642 | $443K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +1.0% | 4,611 | $440K |
| Cim, LLC | 0.06% | No change | 4,611 | $440K |
| Safeguard Financial, LLC | 0.10% | No change | 4,597 | $439K |
| Cutler Capital Management, LLC | 0.19% | No change | 4,567 | $436K |
| Csenge Advisory Group | 0.02% | Add +2.3% | 4,504 | $433K |
| Cannell & Spears LLC | 0.01% | No change | 4,514 | $431K |
| TRUE Private Wealth Advisors | 0.05% | Add +0.2% | 4,470 | $427K |
| Norden Group LLC | 0.05% | New | 4,422 | $422K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -52.8% | 4,415 | $422K |
| Stephens Inc. | 0.01% | Reduce -11.6% | 4,401 | $420K |
| BIP Wealth, LLC | 0.03% | Add +0.0% | 4,391 | $419K |
| Premier Path Wealth Partners, LLC | 0.07% | Reduce -8.1% | 4,341 | $415K |
| Bank of Montreal | 0.00% | Reduce -5.4% | 4,351 | $414K |
| Bank of Marin | 0.33% | Reduce -4.6% | 4,316 | $412K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | New | 4,300 | $411K |
| Bellecapital International Ltd. | 0.08% | No change | 4,291 | $410K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | Add +0.1% | 4,258 | $407K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 4,221 | $403K |
| SFG Wealth Management, LLC. | 0.21% | Add +0.1% | 4,204 | $401K |
| Fort Pitt Capital Group, LLC | 0.01% | New | 4,177 | $399K |
| Investment Advisory Group, LLC | 0.14% | Reduce -12.5% | 4,093 | $391K |
| Augustine Asset Management Inc. | 0.14% | Reduce -0.1% | 4,082 | $390K |
| Mission Wealth Management, LP | 0.01% | Add +0.2% | 4,016 | $384K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 3,997 | $382K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -17.9% | 3,992 | $381K |
| Nikulski Financial, Inc. | 0.11% | Reduce -4.2% | 3,982 | $380K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -17.8% | 3,965 | $379K |
| Sheets Smith Wealth Management | 0.05% | Add +0.2% | 3,956 | $378K |
| Wealthstream Advisors, Inc. | 0.07% | No change | 3,938 | $376K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,919 | $374K |
| Kingsview Wealth Management, LLC | 0.01% | Add +16.4% | 3,899 | $372K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 3,891 | $372K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,887 | $370K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Add +0.2% | 3,827 | $365K |
| Clifford Group, LLC | 0.28% | No change | 3,819 | $365K |
| XML Financial, LLC | 0.03% | Add +10.8% | 3,794 | $362K |
| Scotia Capital Inc. | 0.00% | No change | 3,784 | $361K |
| LRI Investments, LLC | 0.03% | No change | 3,703 | $359K |
| Qube Research & Technologies Ltd | 0.00% | Add +103.1% | 3,755 | $359K |
| Zions Bancorporation, N.A. | 0.03% | No change | 3,727 | $356K |
| Leavell Investment Management, Inc. | 0.02% | Add +50.1% | 3,714 | $355K |
| Carnegie Investment Counsel | 0.01% | No change | 3,711 | $354K |
| Merriman Wealth Management, LLC | 0.01% | New | 3,701 | $353K |
| Ridgecrest Wealth Partners, LLC | 0.18% | No change | 3,700 | $353K |
| Colonial Trust Co / SC | 0.05% | No change | 3,689 | $352K |
| Peterson Financial Group, Inc. | 1.36% | Add +0.3% | 3,689 | $352K |
| McGowan Group Asset Management, Inc. | 0.05% | Add +0.6% | 3,684 | $352K |
| Kraft Asset Management, LLC | 0.27% | No change | 3,644 | $348K |
| CW Advisors, LLC | 0.00% | No change | 3,636 | $347K |
| National Bank of Canada | 0.00% | Add +0.8% | 3,630 | $347K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,583 | $342K |
| CPA Asset Management Group, LLC | 0.16% | No change | 3,573 | $341K |
| Front Row Advisors LLC | 0.12% | Reduce -3.7% | 3,560 | $340K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 3,545 | $339K |
| Encompass Wealth Advisors, LLC | 0.08% | No change | 3,509 | $335K |
| Bessemer Group Inc. | 0.00% | No change | 3,505 | $335K |
| Alliance Wealth Advisors, LLC | 0.19% | Add +0.1% | 3,442 | $329K |
| Diversified, LLC | 0.04% | Add +30.6% | 3,410 | $326K |
| Diversified Enterprises, LLC | 0.04% | — | 3,410 | $326K |
| Austin Private Wealth, LLC | 0.03% | Add +1.6% | 3,343 | $319K |
| Naples Global Advisors, LLC | 0.03% | No change | 3,326 | $318K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +1.4% | 3,289 | $314K |
| Raymond James Trust N.A. | 0.01% | Reduce -9.5% | 3,284 | $314K |
| Patten & Patten Inc. | 0.02% | Reduce -3.0% | 3,220 | $307K |
| Appleton Partners Inc. | 0.02% | Reduce -16.8% | 3,212 | $307K |
| Round Rock Advisors LLC | 0.07% | No change | 3,208 | $306K |
| Wedbush Securities Inc. | 0.01% | Add +2.9% | 3,200 | $306K |
| Ellevest, Inc. | 0.02% | New | 3,176 | $303K |
| HB Wealth Management, LLC | 0.00% | Add +0.2% | 3,123 | $298K |
| SC&H Financial Advisors, Inc. | 0.06% | Reduce -9.0% | 3,090 | $295K |
| First Trust Direct Indexing L.P. | 0.02% | Add +2.4% | 3,080 | $294K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.2% | 3,068 | $293K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -43.8% | 3,041 | $290K |
| Mitchell Capital Management Co. | 0.05% | Reduce -10.9% | 3,037 | $290K |
| Asset Dedication, LLC | 0.02% | No change | 3,029 | $289K |
| New Century Financial Group, LLC | 0.11% | Add +6.4% | 3,028 | $289K |
| Compass Ion Advisors, LLC | 0.03% | Add +1.1% | 2,960 | $283K |
| Verum Partners LLC | 0.08% | No change | 2,955 | $282K |
| Marino, Stram & Associates LLC | 0.06% | New | 2,902 | $277K |
| Curated Wealth Partners LLC | 0.04% | No change | 2,900 | $277K |
| Boston Mountain Money Management Inc. | 0.16% | No change | 2,899 | $277K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.2% | 2,895 | $276K |
| Bank Ozk | 0.11% | No change | 2,885 | $275K |
| TAP Consulting, LLC | 0.05% | Add +1.2% | 2,880 | $275K |
| Citizens Financial Group Inc. | 0.01% | Reduce -26.0% | 2,857 | $273K |
| Signature Resources Capital Management, LLC | 0.25% | Reduce -4.7% | 2,841 | $271K |
| Heritage Family Offices, LLP | 0.14% | No change | 2,832 | $270K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +0.0% | 2,819 | $269K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | No change | 2,800 | $267K |
| Good Life Advisors, LLC | 0.02% | New | 2,760 | $264K |
| PGIM Custom Harvest LLC | 0.01% | Add +15.6% | 2,736 | $261K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -29.1% | 2,716 | $259K |
| Peak Planning Group, LLC | 0.11% | No change | 2,704 | $258K |
| Lauterbach Financial Advisors, LLC | 0.16% | Reduce -1.3% | 2,695 | $257K |
| Klingman & Associates, LLC | 0.02% | No change | 2,690 | $257K |
| Greenhouse Wealth Management, LLC | 0.17% | No change | 2,687 | $257K |
| Headinvest, LLC | 0.05% | No change | 2,673 | $255K |
| Aspen Wealth Management LLC | 0.08% | Add +0.6% | 2,648 | $253K |
| Delta Investment Management, LLC | 0.05% | Add +11.7% | 2,647 | $253K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -23.7% | 2,624 | $251K |
| Elevatus Welath Management | 0.08% | Reduce -0.0% | 2,622 | $250K |
| Insigneo Advisory Services, LLC | 0.03% | New | 2,610 | $249K |
| Colonial River Investments, LLC | 0.12% | New | 2,610 | $249K |
| Axxcess Wealth Management, LLC | 0.01% | New | 2,610 | $249K |
| Brighton Jones LLC | 0.01% | Reduce -1.3% | 2,606 | $249K |
| Optimum Investment Advisors | 0.11% | No change | 2,600 | $248K |
| Plancorp, LLC | 0.01% | Reduce -1.0% | 2,576 | $246K |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.7% | 2,564 | $245K |
| Benchmark Financial Wealth Advisors, LLC | 0.08% | Reduce -7.7% | 2,547 | $243K |
| CWA Asset Management Group, LLC | 0.01% | — | 2,539 | $242K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 2,529 | $241K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -3.1% | 2,516 | $240K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,492 | $240K |
| Evanson Asset Management, LLC | 0.02% | Add +0.6% | 2,491 | $238K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 2,430 | $233K |
| Manhattan West Asset Management, LLC | 0.06% | Add +0.6% | 2,436 | $233K |
| Weaver Consulting Group | 0.07% | No change | 2,396 | $229K |
| LongView Wealth Management | 0.07% | No change | 2,394 | $229K |
| Watts Gwilliam & Co., LLC | 0.05% | — | 2,412 | $228K |
| Pinnacle Associates Ltd. | 0.00% | Add +0.6% | 2,700 | $228K |
| Berry Wealth Group, LP | 0.16% | New | 2,373 | $227K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | Add +0.6% | 2,363 | $226K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 2,345 | $224K |
| Park Avenue Securities LLC | 0.00% | Add +2.6% | 2,332 | $223K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +0.0% | 2,312 | $221K |
| Oak Asset Management, LLC | 0.08% | New | 2,292 | $219K |
| Operose Advisors LLC | 0.07% | Reduce -5.0% | 2,292 | $219K |
| Pinnacle Family Advisors, LLC | 0.11% | Add +0.1% | 2,292 | $219K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Reduce -23.7% | 2,287 | $218K |
| Trilogy Capital Inc. | 0.01% | New | 2,287 | $218K |
| McAdam, LLC | 0.01% | Reduce -6.2% | 2,285 | $218K |
| United Advisor Group, LLC | 0.05% | New | 2,284 | $218K |
| Vanguard Group Inc. | 0.00% | New | 2,282 | $218K |
| Fingerlakes Wealth Management, Inc. | 0.18% | New | 2,275 | $217K |
| Accel Wealth Management | 0.08% | New | 2,253 | $215K |
| CGN Advisors LLC | 0.02% | New | 2,251 | $215K |
| Summit Trail Advisors, LLC | 0.01% | New | 2,245 | $214K |
| Inspire Advisors, LLC | 0.03% | New | 2,220 | $212K |
| Long Run Wealth Advisors, LLC | 0.05% | New | 2,193 | $209K |
| Plum Street Advisors, LLC | 0.11% | New | 2,192 | $209K |
| Scissortail Wealth Management, LLC | 0.05% | Reduce -99.4% | 15 | $209K |
| New England Private Wealth Advisors LLC | 0.03% | New | 2,187 | $209K |
| MB Generational Wealth, LLC | 0.15% | New | 2,181 | $208K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,173 | $208K |
| Bleakley Financial Group, LLC | 0.01% | New | 2,171 | $207K |
| IFP Advisors, Inc | 0.01% | Add +1.0% | 2,158 | $206K |
| Angeles Wealth Management, LLC | 0.02% | No change | 2,151 | $205K |
| Assetmark, Inc. | 0.00% | Reduce -95.9% | 2,138 | $204K |
| Cannon Wealth Management Services, LLC | 0.19% | — | 2,118 | $202K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,115 | $202K |
| Gibson Capital, LLC | 0.04% | New | 2,106 | $201K |
| Fiduciary Group, LLC | 0.02% | New | 2,100 | $201K |
| MCF Advisors LLC | 0.01% | No change | 2,008 | $192K |
| Continuum Advisory, LLC | 0.02% | Add +17.5% | 1,828 | $177K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,857 | $177K |
| First Financial Corp. | 0.08% | No change | 1,759 | $168K |
| WealthShield Partners, LLC | 0.02% | No change | 1,750 | $167K |
| Financial Perspectives, Inc | 0.06% | Add +0.6% | 1,733 | $165K |
| McIlrath & Eck, LLC | 0.02% | Add +0.6% | 1,731 | $165K |
| Teachers Insurance & Annuity Association of America | 0.25% | — | 1,705 | $163K |
| Avion Wealth | 0.04% | No change | 1,669 | $159K |
| Element Wealth, LLC | 0.08% | Reduce -2.9% | 1,582 | $151K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,490 | $142K |
| Macroview Investment Management LLC | 0.14% | Add +0.6% | 1,452 | $139K |
| Larson Financial Group LLC | 0.01% | Reduce -27.1% | 1,447 | $138K |
| NorthRock Partners, LLC | 0.00% | No change | 1,432 | $137K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +1.1% | 1,380 | $131K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 1,364 | $130K |
| Arlington Trust Co LLC | 0.03% | Reduce -11.6% | 1,332 | $127K |
| IAG Wealth Partners, LLC | 0.02% | Add +21.7% | 1,323 | $126K |
| DT Investment Partners, LLC | 0.01% | No change | 1,283 | $123K |
| Pacifica Partners Inc. | 0.05% | Reduce -19.7% | 1,222 | $117K |
| Harbour Investments, Inc. | 0.00% | Reduce -31.3% | 1,214 | $116K |
| Avior Wealth Management, LLC | 0.00% | Reduce -30.6% | 1,205 | $115K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,189 | $114K |
| Kings Path Partners LLC | 0.05% | Add +67.1% | 1,180 | $113K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,171 | $112K |
| GeoWealth Management, LLC | 0.00% | New | 1,142 | $109K |
| Stephens Consulting, LLC | 0.03% | No change | 1,082 | $103K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +14.1% | 1,013 | $97K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 967 | $92K |
| Sanctuary Wealth Management, L.L.C. | 0.06% | No change | 942 | $90K |
| Park Place Capital Corp | 0.03% | Add +0.6% | 941 | $90K |
| American National Bank & Trust | 0.01% | No change | 922 | $88K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 903 | $86K |
| Boyd Watterson Asset Management LLC | 0.02% | No change | 900 | $86K |
| Private Capital Management LLC | 0.02% | No change | 888 | $85K |
| First Horizon Advisors, Inc. | 0.00% | No change | 810 | $77K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 801 | $77K |
| Pineridge Advisors LLC | 0.03% | Add +0.4% | 795 | $76K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 790 | $75K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 777 | $74K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.4% | 771 | $74K |
| Abound Wealth Management | 0.02% | Reduce -5.2% | 759 | $73K |
| Pathway Financial Advisers, LLC | 0.03% | Add +6.7% | 751 | $72K |
| CoreCap Advisors, LLC | 0.00% | New | 710 | $68K |
| Pacific Center for Financial Services | 0.02% | No change | 709 | $68K |
| Trust Co. of Vermont | 0.00% | No change | 689 | $66K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +37.7% | 679 | $65K |
| Truvestments Capital LLC | 0.02% | New | 650 | $62K |
| Mather Group, Llc. | 0.00% | No change | 639 | $61K |
| Flaharty Asset Management, LLC | 0.01% | New | 613 | $59K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 611 | $58K |
| WFA of San Diego, LLC | 0.05% | No change | 600 | $57K |
| Lanark Financial, Inc. | 0.00% | No change | 602 | $57K |
| Sage Mountain Advisors LLC | 0.00% | No change | 560 | $53K |
| Key Financial Inc | 0.01% | No change | 537 | $51K |
| Bogart Wealth, LLC | 0.00% | Add +14.6% | 519 | $50K |
| Perkins Coie Trust Co | 0.01% | New | 512 | $49K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | New | 505 | $48K |
| Tsfg, LLC | 0.01% | No change | 487 | $47K |
| Concord Wealth Partners | 0.01% | Add +0.6% | 492 | $47K |
| Mechanics Financial Corp | 0.02% | No change | 447 | $43K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -53.0% | 444 | $42K |
| Northwest Capital Management Inc | 0.02% | No change | 443 | $42K |
| Ancora Advisors LLC | 0.00% | Reduce -28.6% | 434 | $41K |
| Bank of New Hampshire | 0.01% | Reduce -67.7% | 423 | $40K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.5% | 407 | $39K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.5% | 404 | $39K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 399 | $38K |
| Legacies Wealth LLC | 0.03% | Reduce -16.1% | 370 | $35K |
| Earned Wealth Advisors, LLC | 0.01% | New | 340 | $32K |
| Valued Wealth Advisors LLC | 0.02% | Add +891.2% | 337 | $32K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 315 | $30K |
| Ransom Advisory, Ltd | 0.01% | No change | 300 | $29K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 284 | $27K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 280 | $27K |
| CNB Bank | 0.01% | No change | 250 | $24K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -21.1% | 243 | $23K |
| Lindbrook Capital, LLC | 0.00% | No change | 236 | $23K |
| Simplex Trading, LLC | 0.00% | New | 240 | $22K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 220 | $21K |
| GAMMA Investing LLC | 0.00% | No change | 212 | $20K |
| Tucker Asset Management LLC | 0.00% | Add +781.8% | 194 | $19K |
| Viewpoint Capital Management LLC | 0.01% | No change | 180 | $17K |
| Archer Investment Corp | 0.00% | Add +24.4% | 163 | $16K |
| Sittner & Nelson, LLC | 0.01% | No change | 158 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 153 | $15K |
| Rothschild Investment LLC | 0.00% | New | 150 | $14K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 148 | $14K |
| Olistico Wealth, LLC | 0.01% | No change | 146 | $14K |
| Missouri Trust & Investment Co | 0.00% | No change | 139 | $13K |
| Beacon Capital Management, LLC | 0.00% | New | 131 | $13K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 119 | $11K |
| Providence Capital Advisors, LLC | 0.00% | No change | 117 | $11K |
| Global Wealth Strategies & Associates | 0.00% | No change | 109 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +445.0% | 109 | $10K |
| Global Financial Private Client, LLC | 0.00% | No change | 106 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 102 | $10K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $10K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 99 | $9K |
| AllSquare Wealth Management LLC | 0.01% | No change | 94 | $9K |
| Legacy Investment Solutions, LLC | 0.01% | — | 87 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | — | 87 | $9K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 88 | $8K |
| First Personal Financial Services | 0.00% | No change | 79 | $8K |
| Johnson Financial Group, Inc. | 0.00% | No change | 78 | $7K |
| SouthState Bank Corp | 0.00% | No change | 77 | $7K |
| WR Wealth Planners, LLC | 0.00% | Add +1.5% | 67 | $6K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 65 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | New | 54 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 54 | $5K |
| City State Bank | 0.00% | No change | 48 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -86.2% | 48 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 43 | $4K |
| Glenmede Trust Co. NA | 0.00% | No change | 40 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 40 | $4K |
| Balentine LLC | 0.00% | No change | 36 | $3K |
| Realta Investment Advisors | 0.00% | Reduce -2.9% | 34 | $3K |
| WFA Asset Management Corp | 0.00% | No change | 32 | $3K |
| Valley National Advisers Inc. | 0.00% | Add +54.2% | 37 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 30 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | New | 28 | $3K |
| Family Asset Management, LLC | 0.00% | No change | 26 | $2K |
| Franklin Resources Inc. | 0.00% | No change | 25 | $2K |
| Peachtree Investment Partners, LLC | 0.00% | New | 24 | $2K |
| Mb, Levis & Associates, LLC | 0.00% | Add +4.3% | 24 | $2K |
| Disciplina Capital Management LLC | 0.00% | Reduce -98.5% | 15 | $1K |
| Fifth Third Bancorp | 0.00% | Reduce -16.7% | 15 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 11 | $1K |
| Clear Point Advisors Inc. | 0.00% | No change | 11 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 7 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 8 | $720 |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.0% | 4 | $382 |
| Delta Asset Management LLC | 0.00% | No change | 3 | $310 |
| 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.