iShares Core S&P U.S. ValueIUSVETF
13F holders, Q4 2024 (December 31)725holders +39
46new positions
42sold out
7famous investors
$92.47avg. 13F price*
At the end of Q4 2024, 725 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 39 from Q3 2024. 46 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($6.6B), LPL Financial LLC ($1.3B) and Morgan Stanley ($856.9M). 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 Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $49.0M |
| Exits | 42 | $17.8M |
All 13F filers, Q3 2024 → Q4 2024: 12,380,376 shares bought and 3,106,851 shares sold, net +9,273,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| Bank of America Corp. | 0.61% | Add +9.2% | 71,600,707 | $6.6B |
| LPL Financial LLC | 0.52% | Add +3.5% | 13,821,490 | $1.3B |
| Morgan Stanley | 0.06% | Add +7.2% | 9,254,282 | $856.9M |
| Blue Trust, Inc. | 5.52% | Reduce -5.3% | 4,654,639 | $431.0M |
| Envestnet Asset Management Inc. | 0.13% | Add +4.9% | 4,411,105 | $408.4M |
| Jones Financial Companies LLLP | 0.38% | Add +10.9% | 4,306,885 | $398.8M |
| Signaturefd, LLC | 7.53% | Reduce -0.5% | 4,287,021 | $396.9M |
| Aspiriant, LLC | 10.92% | Add +13.8% | 3,266,064 | $302.4M |
| Kestra Investment Management, LLC | 9.41% | Add +11.4% | 2,586,389 | $239.5M |
| JPMorgan Chase & Co. | 0.01% | Add +6.1% | 1,976,810 | $183.0M |
| Merit Financial Group, LLC | 3.00% | Reduce -23.8% | 1,803,053 | $166.9M |
| UBS Group AG | 0.03% | Add +1.0% | 1,642,184 | $152.0M |
| BlackRock, Inc. | 0.00% | Add +8.1% | 1,586,273 | $146.9M |
| Commonwealth Equity Services, LLC | 0.21% | Add +5.3% | 1,533,532 | $142.0M |
| Raymond James Financial Inc. | 0.05% | — | 1,413,157 | $130.8M |
| Auto-Owners Insurance Co | 2.85% | Add +56.7% | 1,354,000 | $125.2M |
| Wells Fargo & Company | 0.03% | Add +6.5% | 1,313,948 | $121.7M |
| Royal Bank of Canada | 0.02% | Add +9.5% | 1,131,772 | $104.8M |
| Blair William & Co. | 0.29% | Reduce -6.8% | 1,079,686 | $100.0M |
| Modera Wealth Management, LLC | 1.10% | Add +1.1% | 986,881 | $91.4M |
| Benjamin Edwards Inc. | 1.17% | Add +5.7% | 881,337 | $81.6M |
| Canandaigua National Bank & Trust Co. | 6.59% | Add +3.2% | 720,703 | $66.7M |
| Cwm, LLC | 0.27% | Reduce -0.7% | 696,069 | $64.4M |
| Venturi Wealth Management, LLC | 3.17% | Reduce -32.9% | 695,222 | $64.4M |
| HighTower Advisors, LLC | 0.09% | Reduce -12.1% | 671,598 | $62.2M |
| McGlone Suttner Wealth Management, Inc. | 8.97% | Add +31.1% | 580,423 | $53.7M |
| Tanglewood Legacy Advisors, LLC | 22.80% | Add +3.7% | 576,116 | $53.3M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.4% | 571,215 | $52.9M |
| Allworth Financial LP | 0.28% | Reduce -3.9% | 545,572 | $51.7M |
| Natixis Advisors, LLC | 0.10% | Add +15.0% | 551,130 | $51.0M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +1.5% | 515,658 | $47.7M |
| Osaic Holdings, Inc. | 0.10% | Add +7.5% | 476,227 | $44.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -0.4% | 474,028 | $43.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.8% | 473,816 | $43.9M |
| FMR LLC | 0.00% | Add +1.1% | 462,854 | $42.9M |
| Townsend & Associates, Inc | 4.34% | Reduce -0.6% | 446,118 | $42.4M |
| Cetera Investment Advisers | 0.09% | Add +1.2% | 456,457 | $42.3M |
| GDS Wealth Management | 3.53% | Reduce -7.6% | 418,271 | $38.7M |
| Focus Partners Wealth | 0.10% | Reduce -5.0% | 411,948 | $38.1M |
| Ameriprise Financial Inc. | 0.01% | Add +3.0% | 407,620 | $37.7M |
| Nadler Financial Group, Inc. | 3.96% | Add +3.5% | 406,213 | $37.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.5% | 374,806 | $34.7M |
| Sandy Spring Bank | 1.36% | Reduce -0.9% | 363,711 | $33.7M |
| Veracity Capital LLC | 12.17% | Add +4.5% | 361,234 | $33.4M |
| Kestra Private Wealth Services, LLC | 0.57% | Add +81.1% | 358,643 | $33.2M |
| Hantz Financial Services, Inc. | 0.57% | Add +3.1% | 351,707 | $32.6M |
| Principal Securities, Inc. | 0.70% | Add +4.5% | 337,046 | $31.2M |
| Corient Private Wealth LP | 0.05% | Reduce -61.4% | 314,115 | $29.1M |
| Flagship Harbor Advisors, LLC | 1.53% | Add +20.8% | 313,696 | $29.0M |
| Avantax Advisory Services, Inc. | 0.18% | Add +2.7% | 305,712 | $28.3M |
| Private Advisor Group, LLC | 0.15% | Add +0.1% | 285,256 | $26.4M |
| ForthRight Wealth Management, LLC | 8.69% | Add +0.1% | 281,555 | $26.1M |
| Americana Partners, LLC | 1.05% | Reduce -6.5% | 277,327 | $25.7M |
| MML Investors Services, LLC | 0.09% | Add +6.4% | 274,612 | $25.4M |
| Mercer Global Advisors Inc. | 0.06% | Add +359.5% | 271,437 | $25.1M |
| Drake & Associates, LLC | 7.06% | Add +6.1% | 263,047 | $24.8M |
| Southern Capital Advisors, LLC | 13.64% | Add +1.9% | 266,348 | $24.7M |
| Confluence Investment Management LLC | 0.34% | Add +270.8% | 263,416 | $24.4M |
| Truist Financial Corp. | 0.04% | Add +153.3% | 260,393 | $24.1M |
| Vident Advisory, LLC | 0.42% | Add +7.9% | 260,038 | $24.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +5.9% | 253,707 | $23.5M |
| Baird Financial Group, Inc. | 0.04% | Add +35.2% | 248,239 | $23.0M |
| DDFG, Inc | 6.45% | Add +6.0% | 241,254 | $22.3M |
| Madison Wealth Partners, Inc | 6.24% | Add +1.2% | 241,203 | $22.3M |
| Howe & Rusling Inc. | 1.90% | Add +8.7% | 237,469 | $22.0M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -1.4% | 220,774 | $21.2M |
| Garde Capital, Inc. | 1.39% | Add +1.3% | 227,269 | $21.0M |
| Petix & Botte Co | 5.43% | Reduce -26.8% | 222,822 | $20.6M |
| PCA Investment Advisory Services Inc. | 9.48% | Add +22.7% | 221,089 | $20.5M |
| Weil Company, Inc. | 7.03% | Add +25.1% | 219,322 | $20.3M |
| Steele Capital Management, Inc. | 1.02% | Add +2.4% | 212,322 | $19.7M |
| Creative Financial Designs Inc. | 1.51% | Add +8.8% | 200,545 | $18.6M |
| Ironwood Wealth Management, Inc. | 9.16% | Reduce 0.0% | 203,387 | $18.6M |
| SkyOak Wealth, LLC | 3.95% | Add +1.0% | 199,338 | $18.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Add +7.4% | 178,620 | $18.3M |
| Trek Financial, LLC | 1.32% | Reduce -37.7% | 190,860 | $17.7M |
| Equitable Holdings, Inc. | 0.16% | Reduce -12.6% | 183,581 | $17.0M |
| TD Private Client Wealth LLC | 0.47% | Add +6.3% | 182,327 | $16.9M |
| Atria Investments, Inc | 0.20% | Reduce -4.2% | 177,923 | $16.5M |
| Ameritas Advisory Services, LLC | 0.57% | Add +41.5% | 177,379 | $16.4M |
| Strategies Wealth Advisors, LLC | 1.97% | Reduce -1.7% | 166,758 | $15.8M |
| Stifel Financial Corp. | 0.02% | Add +17.6% | 168,688 | $15.6M |
| Richard W. Paul & Associates, LLC | 5.45% | Add +0.1% | 161,459 | $14.9M |
| Quadrature Capital Ltd | 0.30% | New | 160,852 | $14.9M |
| Crescent Grove Advisors, LLC | 1.45% | Add +2.1% | 158,432 | $14.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +5.0% | 157,935 | $14.6M |
| Centaurus Financial, Inc. | 0.88% | Reduce -1.9% | 155,297 | $14.4M |
| Global Strategic Investment Solutions, LLC | 1.60% | Reduce -8.6% | 147,266 | $13.6M |
| Cosner Financial Group, LLC | 8.34% | Add +1.1% | 142,137 | $13.2M |
| High Probability Advisors, LLC | 2.35% | Add +1.5% | 141,389 | $13.1M |
| Financial Partners Group, Inc | 1.90% | Add +181.6% | 140,442 | $13.0M |
| Mfa Wealth Advisors, LLC | 3.28% | Add +8.7% | 138,499 | $12.8M |
| Tortoise Investment Management, LLC | 1.34% | Reduce -2.3% | 137,524 | $12.7M |
| LaSalle St. Investment Advisors, LLC | 3.93% | Add +3.2% | 136,913 | $12.7M |
| Eaton Financial Holdings Company, LLC | 4.85% | Reduce -1.0% | 136,074 | $12.6M |
| Carl P. Sherr & Co., LLC | 6.54% | Add +1.3% | 134,509 | $12.5M |
| Fortress Financial Group, LLC | 12.35% | — | 134,200 | $12.4M |
| Financial Advocates Investment Management | 0.71% | Reduce -9.2% | 134,068 | $12.4M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +2.1% | 133,554 | $12.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.5% | 133,446 | $12.4M |
| Creative Planning | 0.01% | Add +7.3% | 133,018 | $12.3M |
| Salus Financial Advisors, LLC | 9.51% | — | 131,141 | $12.1M |
| Birchcreek Wealth Management, LLC | 7.50% | Add +5.0% | 128,982 | $11.9M |
| Per Stirling Capital Management, LLC. | 1.69% | Add +3.0% | 128,368 | $11.9M |
| Sigma Planning Corp | 0.37% | Add +6.5% | 125,729 | $11.6M |
| Certified Advisory Corp | 1.23% | Add +0.8% | 121,837 | $11.3M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -0.9% | 120,997 | $11.2M |
| Amplius Wealth Advisors, LLC | 1.14% | Reduce -1.5% | 120,044 | $11.1M |
| Roberts Financial Services LLC | 2.08% | Add +1.7% | 119,327 | $11.0M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -4.1% | 119,210 | $11.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -10.8% | 118,482 | $11.0M |
| Concurrent Investment Advisors, LLC | 0.29% | Add +4.2% | 117,279 | $10.9M |
| Symphony Financial, Ltd. Co. | 1.67% | Add +0.2% | 112,553 | $10.6M |
| Savant Capital, LLC | 0.08% | Reduce -4.9% | 114,727 | $10.6M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -63.7% | 114,283 | $10.6M |
| Lutz Financial Services LLC | 0.85% | Reduce -0.8% | 113,319 | $10.5M |
| Dean Investment Associates, LLC | 1.49% | Add +658.0% | 113,177 | $10.5M |
| Gallagher Fiduciary Advisors, LLC | 2.05% | Reduce -0.7% | 113,127 | $10.5M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -0.4% | 110,611 | $10.2M |
| Synergy Investment Management, LLC | 4.34% | — | 108,993 | $10.1M |
| Susquehanna International Group, LLP | 0.01% | New | 105,722 | $9.8M |
| Quent Capital, LLC | 0.99% | Add +1.3% | 102,878 | $9.5M |
| Robinson Smith Wealth Advisors LLC | 7.88% | Add +3.2% | 100,396 | $9.3M |
| Modern Wealth Management, LLC | 0.34% | Add +318.3% | 98,317 | $9.1M |
| Dynamic Advisor Solutions LLC | 0.39% | Reduce -0.8% | 98,284 | $9.1M |
| Main Street Financial Solutions, LLC | 0.89% | Add +6.8% | 97,160 | $9.0M |
| Sapient Capital LLC | 0.17% | No change | 95,323 | $8.8M |
| Financial Council, LLC | 4.35% | Reduce -0.0% | 91,203 | $8.4M |
| Eldridge Investment Advisors, Inc. | 1.95% | Add +0.9% | 90,685 | $8.4M |
| Corepath Wealth Partners LLC | 8.15% | Add +4.1% | 90,443 | $8.4M |
| ICONIQ Capital, LLC | 0.13% | Add +0.6% | 87,296 | $8.1M |
| Alliancebernstein L.P. | 0.00% | Add +3.7% | 86,060 | $8.0M |
| Legacy Financial Group LLC | 1.28% | Add +4.6% | 85,723 | $7.9M |
| Columbus Macro, LLC | 1.07% | Add +92.7% | 83,509 | $7.7M |
| Mariner, LLC | 0.01% | Add +7.1% | 82,684 | $7.7M |
| Charter Oak Capital Management, LLC | 0.69% | Add +0.9% | 80,374 | $7.4M |
| Beam Wealth Advisors, Inc. | 2.34% | Reduce -1.8% | 79,912 | $7.4M |
| OneDigital Investment Advisors LLC | 0.09% | Add +16.6% | 79,605 | $7.4M |
| HighMark Wealth Management LLC | 4.16% | Reduce -1.4% | 78,243 | $7.2M |
| Integrated Advisors Network LLC | 0.34% | Add +84.1% | 75,946 | $7.0M |
| Foundry Financial Group, Inc. | 4.34% | Reduce -0.8% | 75,722 | $7.0M |
| Motive Wealth Advisors | 3.76% | Reduce -0.6% | 75,621 | $7.0M |
| Stevens Capital Partners | 3.13% | Add +0.7% | 74,784 | $6.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +252.2% | 73,718 | $6.8M |
| Tudor Investment Corporation | 0.07% | Add +11.0% | 73,125 | $6.8M |
| Edge Capital Group, LLC | 0.30% | Reduce -1.9% | 71,952 | $6.7M |
| Legacy Solutions, LLC | 7.04% | — | 69,735 | $6.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +14.7% | 69,220 | $6.4M |
| Comerica Bank | 0.03% | Add +42.8% | 67,308 | $6.2M |
| Equity Investment Corp. | 0.14% | Add +152.9% | 66,706 | $6.2M |
| Canvas Wealth Advisors, LLC | 1.55% | Add +4.8% | 66,481 | $6.2M |
| First Hawaiian Bank | 0.20% | Reduce -14.5% | 65,841 | $6.1M |
| Alpha Zero LLC | 4.62% | — | 65,394 | $6.1M |
| PrairieView Partners, LLC | 0.62% | Reduce -3.9% | 63,627 | $5.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -0.2% | 62,362 | $5.8M |
| Able Wealth Management LLC | 3.75% | Add +4.6% | 61,663 | $5.7M |
| IFG Advisory, LLC | 0.32% | Add +19.9% | 61,549 | $5.7M |
| Zuckerman Investment Group, LLC | 0.55% | Add +10.1% | 59,930 | $5.7M |
| TD Waterhouse Canada Inc. | 0.05% | Add +9.5% | 61,020 | $5.7M |
| Defined Wealth Management, LLC | 3.71% | Reduce -0.7% | 60,561 | $5.6M |
| USAdvisors Wealth Management, LLC | 1.81% | Reduce -4.4% | 60,281 | $5.6M |
| Spire Wealth Management | 0.17% | Reduce -0.9% | 60,032 | $5.6M |
| Elm Partners Management LLC | 0.37% | Add +15.4% | 59,101 | $5.5M |
| 180 Wealth Advisors, LLC | 0.85% | Reduce -1.6% | 58,286 | $5.4M |
| Rovin Capital /Ut/ | 1.91% | Reduce -23.2% | 57,352 | $5.3M |
| Variant Private Wealth, LLC | 5.05% | — | 57,205 | $5.3M |
| Captrust Financial Advisors | 0.01% | Reduce -0.2% | 56,636 | $5.2M |
| Canandaigua National Trust Co of Florida | 4.02% | Add +1.8% | 55,651 | $5.2M |
| IHT Wealth Management, LLC | 0.16% | Add +6.3% | 54,585 | $5.1M |
| Howland Capital Management LLC | 0.22% | No change | 54,270 | $5.0M |
| Global Retirement Partners, LLC | 0.14% | Reduce -2.1% | 53,843 | $5.0M |
| US Bancorp \de | 0.01% | Reduce -7.0% | 53,125 | $4.9M |
| Mutual Advisors, LLC | 0.14% | Add +5.0% | 52,295 | $4.9M |
| Valmark Advisers, Inc. | 0.08% | Add +11.9% | 52,226 | $4.8M |
| Sunbelt Securities, Inc. | 0.42% | Add +8.5% | 51,838 | $4.8M |
| Perigon Wealth Management, LLC | 0.11% | Add +0.9% | 49,857 | $4.7M |
| Eley Financial Management, Inc | 1.81% | Reduce -2.3% | 50,167 | $4.6M |
| Breakwater Capital Group | 0.92% | Reduce -1.3% | 50,159 | $4.6M |
| Forefront Wealth Partners, LLC | 3.45% | — | 50,069 | $4.6M |
| Asset Management Group, Inc. | 0.78% | Add +0.6% | 47,346 | $4.4M |
| Independent Advisor Alliance | 0.06% | New | 46,916 | $4.3M |
| M&T Bank Corp | 0.01% | Reduce -17.2% | 46,583 | $4.3M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Reduce -43.7% | 46,538 | $4.3M |
| Old Mission Investment Co LLC | 1.24% | Reduce -0.3% | 44,912 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Add +9.0% | 43,811 | $4.1M |
| NewEdge Advisors, LLC | 0.02% | Add +13.8% | 42,755 | $4.0M |
| Bailard, Inc. | 0.10% | Reduce -2.8% | 41,668 | $3.9M |
| Vantage Financial Partners, LLC | 0.95% | Add +2.1% | 41,162 | $3.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.21% | Add +0.6% | 40,303 | $3.7M |
| Wealth Management Partners, LLC | 1.58% | Reduce -7.1% | 39,585 | $3.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.29% | Reduce -2.9% | 39,055 | $3.6M |
| Mgo One Seven LLC | 0.14% | Add +5.2% | 38,897 | $3.6M |
| &partners | 0.04% | Add +13.4% | 38,388 | $3.6M |
| EP Wealth Advisors, LLC | 0.03% | Add +3.9% | 37,772 | $3.5M |
| NorthCoast Asset Management LLC | 0.02% | Add +109.4% | 37,353 | $3.5M |
| WJ Wealth Management, LLC | 1.18% | Reduce -34.3% | 36,994 | $3.4M |
| Silver Oak Securities, Incorporated | 0.32% | Reduce -42.5% | 36,721 | $3.4M |
| Summit Wealth Partners, LLC | 0.69% | Add +5.8% | 36,434 | $3.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.77% | Reduce -1.4% | 35,879 | $3.3M |
| Presilium Private Wealth, LLC | 0.76% | Add +0.7% | 35,793 | $3.3M |
| Greenline Partners, LLC | 0.46% | No change | 35,658 | $3.3M |
| RDA Financial Network | 0.96% | Add +0.9% | 35,581 | $3.3M |
| Summit Financial, LLC | 0.11% | Add +8.7% | 34,182 | $3.2M |
| Hilltop Wealth Advisors, LLC | 1.59% | Add +1.4% | 34,064 | $3.2M |
| Family Manage LLC | 0.51% | Reduce -13.8% | 33,996 | $3.1M |
| Windward Private Wealth Management Inc. | 1.22% | Reduce -3.0% | 33,792 | $3.1M |
| Endowment Wealth Management, Inc. | 2.10% | Add +18.0% | 33,747 | $3.1M |
| Deutsche Bank AG | 0.00% | Add +36.2% | 33,581 | $3.1M |
| Denver PWM, LLC | 1.20% | Reduce -9.1% | 33,427 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +4.2% | 33,197 | $3.1M |
| Family Capital Management, Inc. | 1.84% | Add +15.6% | 32,962 | $3.1M |
| Hilltop Holdings Inc. | 0.18% | Reduce -31.9% | 31,224 | $2.9M |
| Cerity Partners LLC | 0.01% | Add +8.2% | 30,135 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -5.3% | 29,902 | $2.8M |
| New Wave Wealth Advisors LLC | 1.07% | Add +4.3% | 28,290 | $2.6M |
| Citigroup Inc. | 0.00% | Add +3.5% | 28,057 | $2.6M |
| Citadel Advisors | 0.00% | Add +83.2% | 27,874 | $2.6M |
| Guidance Point Advisors, LLC | 0.75% | Add +0.1% | 27,846 | $2.6M |
| Atlas Capital Advisors Inc. | 0.33% | Reduce -2.8% | 27,680 | $2.6M |
| Sterling Wealth Management, Inc. | 0.91% | Add +0.5% | 26,531 | $2.5M |
| Eagle Strategies LLC | 0.41% | Add +3.6% | 25,677 | $2.4M |
| General Partner, Inc. | 1.43% | New | 25,634 | $2.4M |
| Wealth Advisors of Iowa, LLC | 1.19% | Reduce -0.2% | 25,567 | $2.4M |
| 17 Capital Partners, LLC | 1.47% | Add +14.8% | 25,074 | $2.3M |
| Centricity Wealth Management, LLC | 2.17% | — | 25,061 | $2.3M |
| ZWJ Investment Counsel Inc. | 0.09% | Reduce -2.1% | 24,733 | $2.3M |
| Valley Forge Investment Consultants Inc. Adv | 0.78% | Add +0.6% | 24,627 | $2.3M |
| Life Planning Partners, Inc | 2.10% | No change | 24,491 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.5% | 24,241 | $2.2M |
| Catalyst Private Wealth, LLC | 0.99% | Add +1.7% | 24,021 | $2.2M |
| Moloney Securities Asset Management, LLC | 0.30% | Add +3.0% | 23,964 | $2.2M |
| Regal Investment Advisors LLC | 0.17% | Reduce -1.7% | 23,959 | $2.2M |
| Prospera Financial Services Inc | 0.05% | Reduce -1.3% | 23,862 | $2.2M |
| Matauro, LLC | 0.47% | — | 23,698 | $2.2M |
| NWF Advisory Services Inc. | 0.32% | Add +7.4% | 23,261 | $2.2M |
| Private Trust Co. NA | 0.22% | Reduce -15.9% | 23,125 | $2.1M |
| Western Wealth Management, LLC | 0.11% | Reduce -1.5% | 23,086 | $2.1M |
| XY Planning Network, Inc. | 1.58% | — | 22,729 | $2.1M |
| Silver Lake Advisory, LLC | 0.92% | Add +0.8% | 22,711 | $2.1M |
| Caprock Group, LLC | 0.07% | Add +0.9% | 22,282 | $2.1M |
| Crestwood Advisors Group, LLC | 0.04% | Add +8.9% | 21,897 | $2.0M |
| Cahill Financial Advisors Inc. | 0.27% | Add +2.5% | 21,752 | $2.0M |
| Montag A & Associates Inc. | 0.10% | Reduce -1.3% | 21,670 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | Add +1.7% | 20,886 | $1.9M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -6.1% | 20,872 | $1.9M |
| Gotham Asset Management | 0.02% | Add +108.3% | 20,805 | $1.9M |
| Legacy Financial Strategies, LLC | 0.41% | Reduce 0.0% | 20,745 | $1.9M |
| Spectrum Wealth Counsel, LLC | 0.22% | Reduce -33.0% | 20,456 | $1.9M |
| MFA Wealth Services | 1.52% | — | 20,428 | $1.9M |
| Ballentine Partners, LLC | 0.03% | New | 20,365 | $1.9M |
| Sutton Place Investors LLC | 1.08% | No change | 20,220 | $1.9M |
| Easterly Investment Partners LLC | 0.15% | New | 19,986 | $1.9M |
| TL Private Wealth | 0.83% | Reduce -4.4% | 19,742 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -6.3% | 19,604 | $1.8M |
| First Heartland Consultants, Inc. | 0.18% | Add +0.7% | 19,319 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -1.7% | 18,501 | $1.7M |
| Syon Capital LLC | 0.15% | Reduce -3.5% | 18,500 | $1.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +12.6% | 18,334 | $1.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.62% | Add +2.0% | 17,552 | $1.7M |
| Magnolia Capital Advisors LLC | 0.43% | Add +71.5% | 18,030 | $1.7M |
| Uptick Partners, LLC | 0.59% | Reduce -14.3% | 17,450 | $1.6M |
| PFG Advisors | 0.10% | Add +0.7% | 17,361 | $1.6M |
| TriaGen Wealth Management LLC | 0.54% | Reduce -0.1% | 17,349 | $1.6M |
| Beck Bode, LLC | 0.29% | Reduce -29.6% | 17,175 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 16,677 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -83.7% | 16,465 | $1.5M |
| Northern Trust Corp. | 0.00% | Reduce -7.3% | 15,571 | $1.4M |
| Liberty One Investment Management, LLC | 0.16% | Add +13.6% | 15,511 | $1.4M |
| Sovereign Financial Group, Inc. | 0.33% | Add +1.0% | 15,462 | $1.4M |
| CFO4Life Group, LLC | 0.25% | No change | 15,423 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.8% | 14,778 | $1.4M |
| 1900 Wealth Management LLC | 0.11% | Reduce -3.6% | 14,745 | $1.4M |
| Litman Gregory Wealth Management LLC | 0.11% | Reduce -8.8% | 14,111 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.4% | 13,961 | $1.3M |
| Innovative Wealth Building LLC | 1.16% | — | 13,849 | $1.3M |
| Wealthquest Corp | 0.10% | No change | 13,819 | $1.3M |
| Rik Saylor Financial, Inc. | 1.16% | — | 13,567 | $1.3M |
| Collective Family Office LLC | 0.34% | No change | 13,328 | $1.2M |
| Prism Advisors, Inc. | 0.37% | No change | 13,200 | $1.2M |
| Maryland Capital Advisors Inc. | 0.57% | Reduce -0.1% | 13,195 | $1.2M |
| Next Capital Management LLC | 0.50% | Add +1.3% | 13,195 | $1.2M |
| American State Bank (Iowa) | 0.73% | Reduce -0.5% | 13,063 | $1.2M |
| Evermay Wealth Management LLC | 0.18% | Reduce -0.1% | 12,976 | $1.2M |
| Narus Financial Partners, LLC | 0.40% | Add +0.1% | 12,863 | $1.2M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.1% | 12,709 | $1.2M |
| Peninsula Wealth, LLC | 0.20% | Add +19.5% | 12,476 | $1.2M |
| Strategic Wealth Investment Group, LLC | 0.06% | New | 11,554 | $1.2M |
| Carr Financial Group Corp | 0.36% | Add +0.3% | 12,359 | $1.1M |
| Quartz Partners, LLC | 0.69% | Reduce -25.7% | 12,322 | $1.1M |
| Potentia Wealth | 0.50% | — | 12,173 | $1.1M |
| Phillips Financial Management, LLC | 0.09% | Reduce -6.2% | 12,088 | $1.1M |
| Occidental Asset Management, LLC | 0.17% | Reduce -38.6% | 12,061 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -3.4% | 11,963 | $1.1M |
| Brickley Wealth Management | 0.22% | No change | 11,806 | $1.1M |
| Patten Group, Inc. | 0.24% | Reduce -2.7% | 11,754 | $1.1M |
| WMG Financial Advisors, LLC | 0.46% | Reduce -8.2% | 11,600 | $1.1M |
| Argent Trust Co | 0.04% | Reduce -10.8% | 11,487 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.79% | Reduce -6.7% | 11,440 | $1.1M |
| White Pine Capital LLC | 0.35% | Add +0.1% | 11,296 | $1.0M |
| Renaissance Technologies | 0.00% | Reduce -60.0% | 11,000 | $1.0M |
| Tennessee Valley Asset Management Partners | 0.17% | Reduce -33.7% | 10,947 | $1.0M |
| Engineers Gate Manager LP | 0.02% | Reduce -55.2% | 10,929 | $1.0M |
| Choreo, LLC | 0.01% | Reduce -2.4% | 10,904 | $1.0M |
| Sachetta, LLC | 0.40% | Reduce -17.7% | 10,813 | $1.0M |
| Northwest Wealth Management, LLC | 0.21% | Reduce -8.5% | 10,792 | $999K |
| Boyd Wealth Management, LLC | 0.49% | Add +6.0% | 10,692 | $990K |
| M Holdings Securities, Inc. | 0.16% | New | 10,645 | $986K |
| Ascentis Independent Advisors | 0.19% | Reduce -8.4% | 10,601 | $982K |
| JFS Wealth Advisors, LLC | 0.07% | No change | 10,469 | $969K |
| World Investment Advisors | 0.03% | Reduce -0.7% | 10,431 | $966K |
| Coldstream Capital Management Inc. | 0.02% | No change | 10,115 | $937K |
| Lansing Street Advisors | 0.33% | Reduce -31.9% | 10,084 | $934K |
| Seascape Capital Management | 0.32% | No change | 9,977 | $924K |
| Fortis Advisors, LLC | 0.60% | Reduce -23.1% | 9,900 | $917K |
| One Charles Private Wealth Services, LLC | 0.31% | Reduce -1.3% | 9,897 | $916K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +0.7% | 9,867 | $914K |
| Empirical Asset Management, LLC | 0.30% | No change | 284,606 | $911K |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | Add +2.9% | 9,805 | $908K |
| Commerce Bank | 0.01% | No change | 9,756 | $903K |
| Beirne Wealth Consulting Services, LLC | 0.32% | Add +3.8% | 9,709 | $899K |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -6.3% | 9,603 | $889K |
| Assetmark, Inc. | 0.00% | Add +346.7% | 9,550 | $884K |
| Nwam LLC | 0.05% | Add +0.0% | 9,518 | $881K |
| Grey Fox Wealth Advisors, LLC | 0.24% | Reduce -6.5% | 9,518 | $881K |
| Claro Advisors Inc. | 0.12% | Add +61.1% | 9,491 | $879K |
| Bleakley Financial Group, LLC | 0.03% | Add +333.2% | 9,404 | $871K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.3% | 9,377 | $868K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +6.3% | 9,377 | $868K |
| Wealthspire Advisors, LLC | 0.01% | Add +1.7% | 9,282 | $859K |
| Perennial Investment Advisors, LLC | 0.10% | Add +2.4% | 9,271 | $858K |
| Kingswood Wealth Advisors, LLC | 0.06% | New | 9,039 | $837K |
| R. W. Roge & Company, Inc. | 0.45% | Reduce -2.0% | 8,929 | $826K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -0.5% | 8,916 | $826K |
| Talisman Wealth Advisors LLC | 0.87% | Reduce -4.2% | 8,891 | $823K |
| Atlantic Edge Private Wealth Management, LLC | 0.26% | Reduce -21.2% | 8,891 | $823K |
| Dentgroup LLC | 0.63% | Add +3.6% | 8,837 | $818K |
| ERn Financial, LLC | 0.12% | Reduce -1.0% | 8,555 | $792K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -1.1% | 8,547 | $791K |
| William Howard & Co Financial Advisors Inc | 0.71% | No change | 8,520 | $789K |
| Interchange Capital Partners, LLC | 0.28% | Reduce -0.4% | 8,415 | $779K |
| AQR Capital Management | 0.00% | Add +61.6% | 8,322 | $771K |
| One Day In July LLC | 0.08% | Add +0.7% | 8,087 | $749K |
| Millennium Management | 0.00% | Reduce -50.4% | 7,973 | $738K |
| Watchman Group, Inc. | 0.19% | Reduce -23.7% | 7,881 | $730K |
| Riggs Capital Management LLC | 0.70% | — | 7,697 | $713K |
| Mascoma Wealth Management LLC | 0.18% | Reduce -1.3% | 7,695 | $712K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -5.3% | 7,501 | $695K |
| Fiduciary Advisors, Inc. | 0.70% | — | 7,500 | $694K |
| Whittier Trust Co. | 0.01% | Add +1.8% | 7,498 | $694K |
| Tiaa Trust, National Association | 0.00% | Add +29.0% | 7,387 | $684K |
| Pathstone Holdings, LLC | 0.00% | Add +42.2% | 7,364 | $682K |
| Fisher Asset Management | 0.00% | New | 7,324 | $678K |
| Coordinated Financial Services, Inc. | 0.53% | — | 7,164 | $663K |
| St Germain D J Co. Inc. | 0.03% | No change | 7,149 | $662K |
| Waterloo Capital, L.P. | 0.07% | Reduce -0.4% | 7,148 | $662K |
| Moneco Advisors, LLC | 0.07% | New | 7,060 | $654K |
| Firestone Capital Management | 0.16% | No change | 6,942 | $643K |
| D.A. Davidson & Co. | 0.01% | Add +8.1% | 6,915 | $640K |
| Hoxton Planning & Management, LLC | 0.24% | Add +1.0% | 6,773 | $627K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +3.7% | 6,693 | $620K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -0.5% | 6,692 | $620K |
| MAI Capital Management | 0.00% | Add +20.7% | 6,689 | $619K |
| Victory Financial Group, LLC | 0.16% | — | 6,668 | $617K |
| Regimen Wealth, LLC | 0.20% | Add +0.6% | 6,613 | $612K |
| Trust Point Inc. | 0.04% | New | 6,600 | $611K |
| Quantinno Capital Management LP | 0.01% | Add +4.3% | 6,599 | $611K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +12.2% | 6,525 | $604K |
| Barnes Wealth Management Group, Inc | 0.40% | — | 6,517 | $603K |
| Transcend Capital Advisors, LLC | 0.04% | Add +8.3% | 6,486 | $601K |
| Arax Advisory Partners | 0.04% | New | 6,471 | $599K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.8% | 6,455 | $598K |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 6,386 | $591K |
| Essex Financial Services, Inc. | 0.04% | Add +21.8% | 6,307 | $584K |
| HB Wealth Management, LLC | 0.01% | Add +99.0% | 6,215 | $575K |
| Sterling Capital Management LLC | 0.01% | Reduce -44.1% | 6,197 | $574K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.1% | 6,157 | $570K |
| Essex Bank | 0.14% | No change | 6,124 | $567K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.8% | 6,117 | $566K |
| Annex Advisory Services, LLC | 0.02% | New | 6,067 | $562K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -8.0% | 6,042 | $559K |
| Townsquare Capital LLC | 0.01% | Add +23.7% | 5,894 | $546K |
| Hobbs Group Advisors, LLC | 0.20% | Add +6.5% | 5,880 | $544K |
| Roble, Belko & Company, Inc | 0.09% | No change | 5,864 | $543K |
| Fifth Third Securities, Inc. | 0.05% | Add +46.6% | 5,852 | $542K |
| DGS Capital Management, LLC | 0.14% | Add +7.4% | 5,825 | $539K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -10.3% | 5,714 | $529K |
| American Trust | 0.04% | New | 5,647 | $523K |
| Flagstar Securities, Inc. | 0.13% | Reduce -3.1% | 5,627 | $521K |
| Prudent Investors Network, Inc. | 0.15% | No change | 5,577 | $516K |
| Awm Capital, LLC | 0.06% | No change | 5,553 | $514K |
| Graypoint LLC | 0.03% | Reduce -68.2% | 5,537 | $513K |
| Independent Financial Group, LLC | 0.02% | Add +7.5% | 5,503 | $510K |
| Bright Futures Wealth Management, LLC. | 0.46% | No change | 5,313 | $508K |
| Impact Partnership Wealth, LLC | 0.10% | New | 5,441 | $504K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 5,385 | $499K |
| Garrett Wealth Advisory Group, LLC | 0.11% | Reduce -64.9% | 5,346 | $495K |
| German American Bancorp, Inc. | 0.05% | No change | 5,336 | $494K |
| Bessemer Group Inc. | 0.00% | Add +51.9% | 5,325 | $493K |
| Forte Asset Management LLC | 0.26% | No change | 5,288 | $490K |
| Brown Advisory Inc. | 0.00% | New | 5,238 | $485K |
| Wesbanco Bank Inc. | 0.02% | Reduce -11.5% | 5,202 | $482K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.1% | 5,184 | $480K |
| BTC Capital Management, Inc. | 0.04% | No change | 5,140 | $476K |
| Verus Capital Partners, LLC | 0.04% | Add +5.5% | 5,076 | $470K |
| Dynamic Financial Group | 0.48% | — | 5,061 | $469K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -41.4% | 5,050 | $468K |
| Kingsview Wealth Management, LLC | 0.01% | Add +29.0% | 5,030 | $466K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,010 | $464K |
| Koesten, Hirschmann & Crabtree, INC. | 0.27% | Reduce -0.6% | 5,004 | $463K |
| RTD Financial Advisors, Inc. | 0.06% | Reduce -5.6% | 4,907 | $454K |
| Tompkins Financial Corp. | 0.04% | No change | 4,883 | $452K |
| Mission Wealth Management, LP | 0.01% | Add +19.6% | 4,802 | $445K |
| Becker Capital Management Inc. | 0.01% | No change | 4,785 | $443K |
| SOL Capital Management CO | 0.05% | No change | 4,750 | $440K |
| BIP Wealth, LLC | 0.03% | Add +8.1% | 4,746 | $439K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,728 | $438K |
| Melone Private Wealth, LLC | 0.23% | Add +0.2% | 4,700 | $435K |
| SYM FINANCIAL Corp | 0.06% | No change | 4,690 | $434K |
| Choate Investment Advisors | 0.01% | No change | 4,685 | $434K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.4% | 4,655 | $431K |
| Cim, LLC | 0.06% | Add +0.5% | 4,635 | $429K |
| Burk Holdings LLC | 0.35% | — | 4,621 | $428K |
| Investor's Fiduciary Advisor Network, LLC | 0.16% | — | 4,616 | $427K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 4,611 | $427K |
| Ellis Investment Partners, LLC | 0.08% | Reduce -4.9% | 4,608 | $427K |
| CIBC Private Wealth Group LLC | 0.00% | Add +147.6% | 4,597 | $427K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -11.1% | 4,603 | $426K |
| Safeguard Financial, LLC | 0.09% | No change | 4,597 | $426K |
| Cutler Capital Management, LLC | 0.19% | No change | 4,567 | $423K |
| Cannell & Spears LLC | 0.01% | No change | 4,514 | $418K |
| Oxford Financial Group, LTD. LLC | 0.03% | Add +6824.6% | 4,501 | $417K |
| Wealthspan Partners, LLC | 0.20% | Reduce -4.4% | 4,462 | $413K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -0.6% | 4,442 | $411K |
| Norden Group LLC | 0.05% | No change | 4,422 | $409K |
| Csenge Advisory Group | 0.02% | Reduce -1.8% | 4,421 | $409K |
| XML Financial, LLC | 0.04% | Add +15.6% | 4,386 | $406K |
| Premier Path Wealth Partners, LLC | 0.06% | No change | 4,341 | $402K |
| SFG Wealth Management, LLC. | 0.21% | Add +3.2% | 4,337 | $402K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | Reduce -0.3% | 4,243 | $399K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,300 | $398K |
| Bellecapital International Ltd. | 0.07% | No change | 4,291 | $397K |
| AE Wealth Management LLC | 0.00% | Reduce -17.6% | 4,266 | $395K |
| Swmg, LLC | 0.16% | Reduce -24.7% | 4,131 | $392K |
| TFR Capital, LLC. | 0.19% | — | 4,217 | $390K |
| StoneX Group Inc. | 0.02% | New | 4,196 | $388K |
| Bank of Marin | 0.30% | Reduce -4.5% | 4,120 | $381K |
| Bedel Financial Consulting, Inc. | 0.05% | Reduce -0.5% | 3,976 | $379K |
| Investment Advisory Group, LLC | 0.13% | No change | 4,093 | $379K |
| Stephens Inc. | 0.01% | Reduce -7.6% | 4,065 | $376K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -34.8% | 4,016 | $372K |
| Unique Wealth Strategies, LLC | 0.16% | Reduce -45.0% | 3,999 | $370K |
| Nikulski Financial, Inc. | 0.11% | No change | 3,982 | $369K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 3,965 | $367K |
| Fielder Capital Group LLC | 0.11% | Reduce -38.8% | 3,949 | $366K |
| NewEdge Wealth, LLC | 0.01% | Reduce -65.3% | 3,945 | $365K |
| Park Avenue Securities LLC | 0.00% | Add +68.9% | 3,938 | $365K |
| Wealthstream Advisors, Inc. | 0.07% | No change | 3,938 | $365K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,919 | $363K |
| Augustine Asset Management Inc. | 0.09% | Reduce -4.7% | 3,891 | $360K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,887 | $360K |
| Ullmann Wealth Partners Group, LLC | 0.05% | Add +0.2% | 3,834 | $355K |
| McGowan Group Asset Management, Inc. | 0.05% | Add +3.8% | 3,822 | $354K |
| Clifford Group, LLC | 0.27% | No change | 3,819 | $354K |
| Scotia Capital Inc. | 0.00% | No change | 3,784 | $350K |
| Pathway Financial Advisors LLC | 0.08% | New | 3,758 | $348K |
| Zions Bancorporation, N.A. | 0.02% | No change | 3,727 | $345K |
| Carnegie Investment Counsel | 0.01% | No change | 3,711 | $344K |
| LRI Investments, LLC | 0.03% | No change | 3,703 | $343K |
| Ridgecrest Wealth Partners, LLC | 0.19% | No change | 3,700 | $343K |
| Colonial Trust Co / SC | 0.05% | No change | 3,689 | $342K |
| Kraft Asset Management, LLC | 0.26% | No change | 3,644 | $341K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -1.4% | 3,663 | $339K |
| United Advisor Group, LLC | 0.07% | Add +60.3% | 3,662 | $339K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -14.8% | 3,595 | $333K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,583 | $332K |
| Apollon Financial, LLC | 0.08% | New | 3,574 | $331K |
| National Bank of Canada | 0.00% | Reduce -1.8% | 3,564 | $330K |
| Alteri Wealth LLC | 0.09% | — | 3,563 | $330K |
| Front Row Advisors LLC | 0.11% | No change | 3,560 | $330K |
| Cozad Asset Management Inc. | 0.03% | Reduce -67.9% | 3,555 | $329K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.3% | 3,554 | $329K |
| Diversified Enterprises, LLC | 0.03% | Add +4.1% | 3,549 | $329K |
| Towne Trust Company, N.A | 0.12% | New | 3,540 | $328K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 3,523 | $326K |
| CPA Asset Management Group, LLC | 0.15% | Reduce -1.7% | 3,511 | $325K |
| Sheets Smith Wealth Management | 0.04% | Reduce -12.5% | 3,463 | $321K |
| Sovran Advisors, LLC | 0.05% | — | 3,454 | $319K |
| Peak Retirement Planning, Inc. | 0.21% | — | 3,430 | $318K |
| Curated Wealth Partners LLC | 0.04% | Add +17.6% | 3,410 | $316K |
| CW Advisors, LLC | 0.00% | Reduce -6.3% | 3,408 | $316K |
| Insigneo Advisory Services, LLC | 0.03% | Add +29.3% | 3,374 | $312K |
| Francis Financial, Inc. | 0.08% | New | 3,358 | $311K |
| Alliance Wealth Advisors, LLC | 0.18% | Reduce -2.5% | 3,357 | $311K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.2% | 3,296 | $305K |
| RFG Advisory, LLC | 0.01% | Reduce -33.0% | 3,294 | $305K |
| Austin Private Wealth, LLC | 0.03% | Reduce -1.5% | 3,292 | $305K |
| Naples Global Advisors, LLC | 0.03% | Reduce -2.1% | 3,256 | $301K |
| CX Institutional | 0.01% | New | 3,230 | $299K |
| Roxbury Financial LLC | 0.29% | — | 2,962 | $296K |
| New Century Financial Group, LLC | 0.13% | Add +5.3% | 3,190 | $296K |
| Patten & Patten Inc. | 0.02% | Reduce -1.6% | 3,170 | $294K |
| IFP Advisors, Inc | 0.01% | Add +46.1% | 3,154 | $292K |
| First Trust Advisors LP | 0.00% | New | 3,115 | $288K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.6% | 3,116 | $288K |
| SC&H Financial Advisors, Inc. | 0.06% | Add +0.4% | 3,102 | $287K |
| Shapiro Capital Management LLC | 0.01% | New | 3,100 | $287K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 3,087 | $286K |
| Bank of Montreal | 0.00% | Reduce -29.8% | 3,055 | $283K |
| Fourth Dimension Wealth, LLC | 0.15% | — | 3,048 | $282K |
| Astra Wealth Partners LLC | 0.27% | — | 3,045 | $282K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 3,041 | $282K |
| Asset Dedication, LLC | 0.02% | No change | 3,029 | $280K |
| Compass Ion Advisors, LLC | 0.03% | No change | 2,960 | $274K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +21.8% | 2,960 | $274K |
| Marino, Stram & Associates LLC | 0.06% | Add +1.9% | 2,956 | $274K |
| Verum Partners LLC | 0.08% | No change | 2,955 | $274K |
| TAP Consulting, LLC | 0.06% | Add +1.5% | 2,924 | $271K |
| Carolinas Wealth Consulting LLC | 0.05% | Add +26.3% | 2,919 | $270K |
| Greenwood Gearhart LLC | 0.02% | New | 2,899 | $268K |
| Atala Financial Inc | 0.19% | — | 2,894 | $268K |
| Vanguard Group Inc. | 0.00% | Add +26.8% | 2,894 | $268K |
| Wealth Alliance, LLC | 0.03% | Reduce -37.7% | 2,890 | $268K |
| Mullaney, Keating & Wright, Inc. | 0.18% | Reduce -40.8% | 2,887 | $267K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.4% | 2,875 | $266K |
| Bank Ozk | 0.11% | Reduce -0.9% | 2,858 | $265K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -1.3% | 2,858 | $265K |
| PGIM Custom Harvest LLC | 0.01% | Add +4.3% | 2,853 | $264K |
| Signature Resources Capital Management, LLC | 0.23% | No change | 2,841 | $263K |
| Heritage Family Offices, LLP | 0.13% | No change | 2,832 | $262K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 2,819 | $261K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +6.8% | 2,801 | $259K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | No change | 2,800 | $259K |
| Colonial River Investments, LLC | 0.12% | Add +6.7% | 2,786 | $258K |
| Axxcess Wealth Management, LLC | 0.01% | Add +6.7% | 2,786 | $258K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +6.6% | 2,681 | $254K |
| Northeast Planning Associates, Inc. / NH / | 0.26% | — | 2,728 | $253K |
| Trilogy Capital Inc. | 0.01% | Add +19.2% | 2,727 | $252K |
| Mason Investment Advisory Services, Inc. | 0.01% | Add +0.0% | 2,717 | $252K |
| Peak Planning Group, LLC | 0.10% | No change | 2,704 | $250K |
| Greenhouse Wealth Management, LLC | 0.16% | No change | 2,687 | $249K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -0.6% | 2,685 | $249K |
| Headinvest, LLC | 0.05% | No change | 2,673 | $247K |
| Aspen Wealth Management LLC | 0.07% | Add +0.9% | 2,671 | $247K |
| Delta Investment Management, LLC | 0.05% | Add +0.6% | 2,663 | $247K |
| Lauterbach Financial Advisors, LLC | 0.15% | Reduce -1.6% | 2,651 | $245K |
| Elevatus Welath Management | 0.08% | Add +0.1% | 2,624 | $243K |
| Brighton Jones LLC | 0.01% | Add +0.6% | 2,621 | $243K |
| Klingman & Associates, LLC | 0.02% | Reduce -3.1% | 2,607 | $241K |
| Optimum Investment Advisors | 0.11% | No change | 2,600 | $241K |
| Weaver Consulting Group | 0.07% | Add +8.3% | 2,595 | $240K |
| Plancorp, LLC | 0.01% | Add +0.1% | 2,578 | $239K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Add +12.6% | 2,575 | $238K |
| Round Rock Advisors LLC | 0.05% | Reduce -20.3% | 2,558 | $237K |
| Capital Analysts, LLC | 0.01% | Add +0.0% | 2,530 | $235K |
| May Hill Capital, LLC | 0.09% | — | 2,537 | $235K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -0.5% | 2,527 | $234K |
| Berry Wealth Group, LP | 0.17% | Add +6.2% | 2,520 | $233K |
| Evanson Asset Management, LLC | 0.02% | No change | 2,491 | $231K |
| Kovack Advisors, Inc. | 0.02% | New | 2,464 | $228K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -47.4% | 2,323 | $228K |
| Manhattan West Asset Management, LLC | 0.06% | Add +0.6% | 2,450 | $227K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.3% | 2,428 | $225K |
| Watts Gwilliam & Co., LLC | 0.05% | No change | 2,412 | $224K |
| Hopwood Financial Services, Inc. | 0.17% | — | 2,410 | $223K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,403 | $222K |
| LongView Wealth Management | 0.07% | No change | 2,394 | $222K |
| Hubbell Strickland Wealth Management, LLC | 0.11% | Add +1.3% | 2,393 | $222K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -22.1% | 2,390 | $221K |
| Fifth Third Bancorp | 0.00% | Add +15620.0% | 2,358 | $218K |
| Inspire Advisors, LLC | 0.03% | Add +6.2% | 2,357 | $218K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 2,345 | $217K |
| McAdam, LLC | 0.01% | Add +1.3% | 2,315 | $214K |
| Transce3nd, LLC | 0.07% | — | 2,314 | $214K |
| Oak Asset Management, LLC | 0.08% | Add +0.6% | 2,305 | $213K |
| Mitchell Capital Management Co. | 0.04% | Reduce -24.5% | 2,294 | $212K |
| Operose Advisors LLC | 0.07% | No change | 2,292 | $212K |
| Fingerlakes Wealth Management, Inc. | 0.17% | Add +0.6% | 2,289 | $212K |
| Pinnacle Family Advisors, LLC | 0.10% | Reduce -0.4% | 2,283 | $211K |
| Benedict Financial Advisors Inc. | 0.05% | New | 2,260 | $209K |
| Accel Wealth Management | 0.08% | No change | 2,253 | $209K |
| TCFG Wealth Management, LLC | 0.11% | New | 2,252 | $209K |
| CGN Advisors LLC | 0.02% | Reduce -0.0% | 2,250 | $208K |
| Boston Partners | 0.00% | New | 2,219 | $205K |
| Headlands Technologies LLC | 0.02% | New | 2,186 | $202K |
| MB Generational Wealth, LLC | 0.15% | No change | 2,181 | $202K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -41.1% | 2,181 | $202K |
| 1 North Wealth Services LLC | 0.09% | — | 2,178 | $202K |
| Angeles Wealth Management, LLC | 0.02% | No change | 2,151 | $199K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.6% | 2,081 | $193K |
| MCF Advisors LLC | 0.01% | No change | 2,008 | $186K |
| Key Financial Inc | 0.04% | Add +262.2% | 1,945 | $180K |
| First Financial Corp. | 0.08% | No change | 1,759 | $163K |
| WealthShield Partners, LLC | 0.02% | No change | 1,750 | $162K |
| Financial Perspectives, Inc | 0.05% | Add +0.6% | 1,743 | $161K |
| McIlrath & Eck, LLC | 0.02% | Add +0.6% | 1,741 | $161K |
| Keystone Financial Group, Inc. | 0.13% | — | 1,712 | $158K |
| Teachers Insurance & Annuity Association of America | 0.21% | No change | 1,705 | $158K |
| Aptus Capital Advisors, LLC | 0.00% | Add +313.0% | 1,681 | $156K |
| Element Wealth, LLC | 0.08% | Add +1.8% | 1,611 | $149K |
| Continuum Advisory, LLC | 0.02% | Reduce -14.9% | 1,556 | $144K |
| Avion Wealth | 0.04% | Reduce -10.2% | 1,499 | $138K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,490 | $138K |
| NorthRock Partners, LLC | 0.00% | Add +1.8% | 1,457 | $135K |
| Larson Financial Group LLC | 0.01% | Add +0.6% | 1,455 | $135K |
| Arlington Trust Co LLC | 0.03% | No change | 1,332 | $123K |
| IAG Wealth Partners, LLC | 0.02% | No change | 1,323 | $122K |
| Avior Wealth Management, LLC | 0.00% | Add +5.0% | 1,265 | $117K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Reduce -9.9% | 1,229 | $114K |
| Pacifica Partners Inc. | 0.05% | No change | 1,222 | $113K |
| Harbour Investments, Inc. | 0.00% | No change | 1,214 | $112K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,189 | $110K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,171 | $108K |
| IMG Wealth Management, Inc. | 0.10% | — | 1,138 | $105K |
| CoreCap Advisors, LLC | 0.00% | Add +59.9% | 1,135 | $105K |
| Stephens Consulting, LLC | 0.03% | No change | 1,082 | $100K |
| Golden State Wealth Management, LLC | 0.01% | — | 1,070 | $99K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,013 | $94K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 967 | $90K |
| Park Place Capital Corp | 0.02% | Add +0.5% | 946 | $88K |
| Sanctuary Wealth Management, L.L.C. | 0.06% | No change | 942 | $87K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 903 | $84K |
| Boyd Watterson Asset Management LLC | 0.02% | No change | 900 | $83K |
| Private Capital Management LLC | 0.02% | No change | 888 | $82K |
| Collier Financial | 0.07% | — | 860 | $80K |
| Elevation Wealth Partners, LLC | 0.03% | New | 851 | $79K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +23.9% | 841 | $78K |
| Pineridge Advisors LLC | 0.03% | Add +0.4% | 798 | $74K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.4% | 774 | $72K |
| Pathway Financial Advisers, LLC | 0.02% | Add +0.7% | 756 | $70K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -6.9% | 754 | $70K |
| GeoWealth Management, LLC | 0.00% | Reduce -34.1% | 752 | $70K |
| New Republic Capital, LLC | 0.04% | New | 714 | $66K |
| Pacific Center for Financial Services | 0.02% | No change | 709 | $66K |
| Trust Co. of Vermont | 0.00% | No change | 689 | $64K |
| Abound Wealth Management | 0.02% | Reduce -10.5% | 679 | $63K |
| Kings Path Partners LLC | 0.03% | Reduce -42.8% | 675 | $62K |
| Truvestments Capital LLC | 0.02% | No change | 650 | $60K |
| Finley Financial, LLC | 0.03% | — | 640 | $60K |
| Mather Group, Llc. | 0.00% | No change | 639 | $59K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 611 | $57K |
| Morton Brown Family Wealth, LLC | 0.02% | Reduce -26.8% | 578 | $54K |
| Sage Mountain Advisors LLC | 0.00% | No change | 560 | $52K |
| Ameriflex Group, Inc. | 0.02% | — | 509 | $49K |
| Bogart Wealth, LLC | 0.00% | No change | 519 | $48K |
| Perkins Coie Trust Co | 0.01% | No change | 512 | $47K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 505 | $47K |
| Concord Wealth Partners | 0.01% | Add +0.6% | 495 | $46K |
| Winthrop Capital Management, LLC | 0.01% | New | 488 | $45K |
| Tsfg, LLC | 0.01% | No change | 487 | $45K |
| Mechanics Financial Corp | 0.02% | No change | 447 | $41K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.2% | 445 | $41K |
| Northwest Capital Management Inc | 0.02% | No change | 443 | $41K |
| Hoese & Co LLP | 0.04% | New | 441 | $41K |
| Ancora Advisors LLC | 0.00% | No change | 434 | $40K |
| Global Wealth Strategies & Associates | 0.01% | Add +293.6% | 429 | $40K |
| Bank of New Hampshire | 0.01% | No change | 423 | $39K |
| Franklin Resources Inc. | 0.00% | Add +1560.0% | 415 | $38K |
| Clarity Asset Management, Inc. | 0.02% | Add +0.3% | 405 | $37K |
| Hager Investment Management Services, LLC | 0.02% | — | 387 | $36K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | Add +278.8% | 375 | $35K |
| Legacies Wealth LLC | 0.03% | Reduce -4.6% | 353 | $33K |
| Valued Wealth Advisors LLC | 0.02% | No change | 337 | $31K |
| Ransom Advisory, Ltd | 0.01% | No change | 300 | $28K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 284 | $26K |
| DT Investment Partners, LLC | 0.00% | Reduce -77.9% | 283 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 280 | $26K |
| CNB Bank | 0.01% | No change | 250 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -67.8% | 250 | $23K |
| Lindbrook Capital, LLC | 0.00% | No change | 236 | $22K |
| NFSG Corp | 0.01% | New | 226 | $21K |
| Archer Investment Corp | 0.01% | Add +37.4% | 224 | $21K |
| GAMMA Investing LLC | 0.00% | No change | 212 | $20K |
| Tucker Asset Management LLC | 0.00% | No change | 194 | $18K |
| Viewpoint Capital Management LLC | 0.01% | No change | 180 | $17K |
| Promus Capital, LLC | 0.01% | — | 177 | $16K |
| VSM Wealth Advisory, LLC | 0.01% | — | 174 | $16K |
| Brooklyn Investment Group | 0.00% | New | 171 | $16K |
| Sittner & Nelson, LLC | 0.01% | No change | 158 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 153 | $14K |
| Rothschild Investment LLC | 0.00% | No change | 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 |
| Chapman Financial Group, LLC | 0.01% | — | 130 | $12K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 127 | $12K |
| Global Financial Private Client, LLC | 0.00% | No change | 106 | $10K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $9K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.9% | 97 | $9K |
| AllSquare Wealth Management LLC | 0.01% | No change | 94 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -18.4% | 89 | $8K |
| West Paces Advisors Inc. | 0.00% | New | 82 | $8K |
| Hexagon Capital Partners LLC | 0.00% | New | 82 | $8K |
| Johnson Financial Group, Inc. | 0.00% | No change | 78 | $7K |
| SouthState Bank Corp | 0.00% | No change | 77 | $7K |
| Proffitt & Goodson Inc. | 0.00% | New | 70 | $6K |
| Crews Bank & Trust | 0.00% | — | 70 | $6K |
| WR Wealth Planners, LLC | 0.00% | No change | 67 | $6K |
| Capital A Wealth Management, LLC | 0.01% | — | 60 | $6K |
| Financial Management Professionals, Inc. | 0.00% | No change | 54 | $5K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +66.7% | 50 | $5K |
| City State Bank | 0.00% | No change | 48 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 48 | $4K |
| Financial Life Planners | 0.00% | — | 44 | $4K |
| Simplex Trading, LLC | 0.00% | Reduce -80.0% | 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 |
| Realta Investment Advisors | 0.00% | No change | 34 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 37 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 31 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | New | 31 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 28 | $3K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 24 | $2K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 24 | $2K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -73.9% | 23 | $2K |
| WFA Asset Management Corp | 0.00% | Reduce -46.9% | 17 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 16 | $1K |
| Disciplina Capital Management LLC | 0.00% | No change | 15 | $1K |
| Logan Capital Management Inc. | 0.00% | New | 13 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 11 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 7 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 8 | $741 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 8 | $703 |
| Delta Asset Management LLC | 0.00% | No change | 3 | $300 |
| 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.