iShares Core S&P U.S. ValueIUSVETF
13F holders, Q1 2025 (March 31)734holders +9
55new positions
39sold out
3famous investors
$92.23avg. 13F price*
At the end of Q1 2025, 734 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 9 from Q4 2024. 55 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($6.7B), LPL Financial LLC ($1.3B) and Morgan Stanley ($847.2M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core S&P U.S. Value
- CUSIP
- 464287663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $211.9M |
| Exits | 39 | $46.5M |
All 13F filers, Q4 2024 → Q1 2025: 11,742,048 shares bought and 3,542,810 shares sold, net +8,199,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 734 holders
| Bank of America Corp. | 0.59% | Add +0.8% | 72,208,229 | $6.7B |
| LPL Financial LLC | 0.52% | Add +4.4% | 14,434,118 | $1.3B |
| Morgan Stanley | 0.06% | Reduce -0.8% | 9,179,982 | $847.2M |
| Kestra Investment Management, LLC | 9.85% | Add +114.0% | 5,534,785 | $510.8M |
| Jones Financial Companies LLLP | 0.40% | Add +12.2% | 4,831,365 | $441.7M |
| Blue Trust, Inc. | 5.65% | Add +2.7% | 4,781,288 | $441.3M |
| Envestnet Asset Management Inc. | 0.14% | Add +4.3% | 4,599,418 | $424.5M |
| Signaturefd, LLC | 7.80% | Add +4.0% | 4,460,480 | $411.7M |
| Aspiriant, LLC | 11.30% | Add +8.0% | 3,527,185 | $325.5M |
| Merit Financial Group, LLC | 3.33% | Add +33.6% | 2,409,463 | $222.4M |
| JPMorgan Chase & Co. | 0.01% | Add +2.7% | 2,029,899 | $187.3M |
| CHURCHILL MANAGEMENT Corp | 2.20% | New | 1,877,261 | $173.3M |
| BlackRock, Inc. | 0.00% | Add +3.4% | 1,639,748 | $151.3M |
| UBS Group AG | 0.03% | Reduce -1.4% | 1,619,517 | $149.5M |
| Commonwealth Equity Services, LLC | 0.21% | Add +5.3% | 1,614,854 | $149.0M |
| Raymond James Financial Inc. | 0.05% | Add +0.2% | 1,415,920 | $130.7M |
| Wells Fargo & Company | 0.03% | Add +0.3% | 1,318,459 | $121.7M |
| Royal Bank of Canada | 0.03% | Add +14.9% | 1,300,057 | $120.0M |
| Venturi Wealth Management, LLC | 5.84% | Add +74.7% | 1,214,358 | $112.1M |
| Blair William & Co. | 0.32% | Add +5.4% | 1,138,197 | $105.0M |
| Modera Wealth Management, LLC | 1.27% | Add +2.7% | 1,013,318 | $93.5M |
| Benjamin Edwards Inc. | 1.25% | Add +10.3% | 972,091 | $89.7M |
| Corient Private Wealth LP | 0.12% | Add +155.6% | 802,848 | $74.1M |
| Canandaigua National Bank & Trust Co. | 7.39% | Add +11.1% | 800,667 | $73.9M |
| Cwm, LLC | 0.25% | Reduce -1.3% | 686,873 | $63.4M |
| HighTower Advisors, LLC | 0.08% | Reduce -0.3% | 669,472 | $61.8M |
| Allworth Financial LP | 0.33% | Add +23.1% | 671,899 | $59.3M |
| Natixis Advisors, LLC | 0.11% | Add +14.1% | 628,781 | $58.0M |
| Tanglewood Legacy Advisors, LLC | 24.64% | Add +5.7% | 609,152 | $56.2M |
| McGlone Suttner Wealth Management, Inc. | 9.00% | Add +2.4% | 594,098 | $54.8M |
| PNC Financial Services Group, Inc. | 0.03% | Add +1.7% | 581,047 | $53.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +50.5% | 564,215 | $52.1M |
| Osaic Holdings, Inc. | 0.12% | Add +17.4% | 559,203 | $51.6M |
| Auto-Owners Insurance Co | 1.27% | Reduce -62.0% | 513,800 | $48.0M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +0.0% | 515,849 | $47.6M |
| FMR LLC | 0.00% | Add +2.7% | 475,308 | $43.9M |
| Cetera Investment Advisers | 0.08% | Add +2.3% | 466,843 | $43.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -3.5% | 457,178 | $42.2M |
| Ameriprise Financial Inc. | 0.01% | Add +1.6% | 414,111 | $38.2M |
| Focus Partners Wealth | 0.10% | Add +0.3% | 413,202 | $38.1M |
| Townsend & Associates, Inc | 3.95% | Add +0.9% | 450,286 | $37.9M |
| Nadler Financial Group, Inc. | 4.17% | Add +0.4% | 407,727 | $37.6M |
| Independence Financial Advisors, LLC | 13.14% | — | 374,405 | $34.6M |
| GDS Wealth Management | 2.92% | Reduce -11.3% | 371,027 | $34.2M |
| Sandy Spring Bank | 1.41% | Reduce -0.5% | 362,036 | $33.4M |
| Kestra Private Wealth Services, LLC | 0.56% | Add +0.9% | 361,727 | $33.4M |
| Hantz Financial Services, Inc. | 0.58% | Add +0.7% | 354,270 | $32.7M |
| Veracity Capital LLC | 12.81% | Reduce -2.2% | 353,314 | $32.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -26.1% | 350,344 | $32.3M |
| Mercer Global Advisors Inc. | 0.07% | Add +28.3% | 348,294 | $32.1M |
| Private Advisor Group, LLC | 0.19% | Add +19.6% | 341,203 | $31.5M |
| Principal Securities, Inc. | 0.70% | No change | 337,046 | $31.2M |
| Flagship Harbor Advisors, LLC | 1.62% | Add +6.6% | 334,266 | $30.8M |
| Avantax Advisory Services, Inc. | 0.17% | Add +1.8% | 311,196 | $28.7M |
| Weil Company, Inc. | 8.43% | Add +39.6% | 306,207 | $28.3M |
| ForthRight Wealth Management, LLC | 8.83% | Add +1.6% | 285,937 | $26.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +11.6% | 283,091 | $26.1M |
| Madison Wealth Partners, Inc | 6.40% | Add +16.5% | 280,961 | $25.9M |
| MML Investors Services, LLC | 0.09% | Add +0.9% | 277,110 | $25.6M |
| Southern Capital Advisors, LLC | 14.10% | Add +3.5% | 275,560 | $25.4M |
| Drake & Associates, LLC | 7.01% | Add +2.7% | 270,238 | $24.9M |
| Howe & Rusling Inc. | 2.08% | Add +12.8% | 267,832 | $24.7M |
| Vident Advisory, LLC | 0.35% | Add +0.8% | 261,984 | $24.2M |
| Trek Financial, LLC | 1.71% | Add +34.2% | 256,197 | $23.6M |
| DDFG, Inc | 6.54% | Add +6.0% | 255,742 | $23.6M |
| PCA Investment Advisory Services Inc. | 11.63% | Add +7.8% | 238,357 | $22.0M |
| Garde Capital, Inc. | 1.24% | Add +3.6% | 235,557 | $21.7M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -1.0% | 218,569 | $20.2M |
| Creative Financial Designs Inc. | 1.58% | Add +6.7% | 213,903 | $19.7M |
| Steele Capital Management, Inc. | 1.01% | Reduce -1.2% | 209,715 | $19.4M |
| SkyOak Wealth, LLC | 4.09% | Add +1.5% | 202,311 | $18.7M |
| Petix & Botte Co | 4.82% | Reduce -11.0% | 198,262 | $18.3M |
| Equitable Holdings, Inc. | 0.17% | Add +5.6% | 193,940 | $17.9M |
| Atria Investments, Inc | 0.22% | Add +3.5% | 184,185 | $17.0M |
| Baird Financial Group, Inc. | 0.03% | Reduce -26.0% | 183,623 | $16.9M |
| Salus Financial Advisors, LLC | 12.79% | Add +39.7% | 183,198 | $16.9M |
| Ironwood Wealth Management, Inc. | 8.74% | Reduce -3.0% | 197,199 | $16.8M |
| TD Private Client Wealth LLC | 0.44% | Reduce -4.9% | 173,466 | $16.0M |
| Strategies Wealth Advisors, LLC | 1.92% | Add +2.0% | 170,097 | $15.7M |
| Richard W. Paul & Associates, LLC | 5.84% | Reduce -0.1% | 161,211 | $14.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +1.8% | 160,706 | $14.8M |
| Centaurus Financial, Inc. | 0.90% | Add +3.4% | 160,525 | $14.8M |
| Crescent Grove Advisors, LLC | 1.54% | Add +0.8% | 159,784 | $14.7M |
| Financial Partners Group, Inc | 2.16% | Add +8.0% | 151,622 | $14.0M |
| Creative Planning | 0.01% | Add +13.3% | 150,688 | $13.9M |
| High Probability Advisors, LLC | 2.29% | Add +5.0% | 148,491 | $13.7M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +101.3% | 148,377 | $13.7M |
| Global Strategic Investment Solutions, LLC | 1.58% | Add +0.3% | 147,693 | $13.6M |
| LaSalle St. Investment Advisors, LLC | 3.15% | Add +5.8% | 144,915 | $13.4M |
| Birchcreek Wealth Management, LLC | 8.41% | Add +11.9% | 144,337 | $13.3M |
| Cosner Financial Group, LLC | 8.14% | Add +1.5% | 144,302 | $13.3M |
| Stifel Financial Corp. | 0.01% | Reduce -15.1% | 143,182 | $13.2M |
| Financial Advocates Investment Management | 0.93% | Add +6.8% | 143,147 | $13.2M |
| Mfa Wealth Advisors, LLC | 3.26% | Add +3.0% | 142,654 | $13.2M |
| Fortress Financial Group, LLC | 12.99% | Add +5.1% | 141,041 | $13.0M |
| Ameritas Advisory Services, LLC | 0.51% | Reduce -22.5% | 137,525 | $12.7M |
| Carl P. Sherr & Co., LLC | 6.71% | Reduce -1.2% | 132,940 | $12.3M |
| Per Stirling Capital Management, LLC. | 1.75% | Add +3.0% | 132,155 | $12.2M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.1% | 131,913 | $12.2M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +6.0% | 124,306 | $11.5M |
| Sigma Planning Corp | 0.37% | Reduce -1.4% | 123,992 | $11.4M |
| Truist Financial Corp. | 0.02% | Reduce -52.6% | 123,387 | $11.4M |
| Stratos Wealth Partners, LTD. | 0.17% | Reduce -7.9% | 123,030 | $11.4M |
| Amplius Wealth Advisors, LLC | 1.16% | Add +1.1% | 121,351 | $11.2M |
| Tortoise Investment Management, LLC | 1.16% | Reduce -12.4% | 120,416 | $11.1M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +5.0% | 120,028 | $11.1M |
| Roberts Financial Services LLC | 2.15% | Add +0.6% | 120,020 | $11.1M |
| Legacy Financial Group LLC | 1.70% | Add +39.7% | 119,761 | $11.1M |
| Certified Advisory Corp | 1.25% | Reduce -1.9% | 119,463 | $11.0M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -4.6% | 115,447 | $10.7M |
| Gallagher Fiduciary Advisors, LLC | 0.35% | Add +1.7% | 115,040 | $10.6M |
| Eaton Financial Holdings Company, LLC | 4.38% | Reduce -16.1% | 114,202 | $10.5M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -6.1% | 111,958 | $10.3M |
| Lutz Financial Services LLC | 0.84% | Reduce -1.8% | 111,322 | $10.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.9% | 107,943 | $10.0M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -3.0% | 107,251 | $9.9M |
| Savant Capital, LLC | 0.08% | Reduce -9.5% | 103,861 | $9.6M |
| Quent Capital, LLC | 1.00% | Add +0.5% | 103,343 | $9.5M |
| Dynamic Advisor Solutions LLC | 0.31% | Add +3.0% | 101,229 | $9.3M |
| Robinson Smith Wealth Advisors LLC | 7.82% | Add +0.8% | 101,190 | $9.3M |
| Modern Wealth Management, LLC | 0.29% | Add +1.2% | 99,495 | $9.2M |
| Sapient Capital LLC | 0.17% | Add +0.1% | 95,466 | $8.8M |
| Main Street Financial Solutions, LLC | 0.76% | Reduce -2.5% | 94,720 | $8.7M |
| Integrity Alliance, Llc. | 0.34% | New | 94,383 | $8.7M |
| Financial Council, LLC | 4.54% | Add +0.1% | 91,279 | $8.4M |
| Eldridge Investment Advisors, Inc. | 1.93% | Add +0.5% | 91,091 | $8.4M |
| Symphony Financial, Ltd. Co. | 4.97% | Reduce -15.2% | 95,438 | $8.4M |
| Mariner, LLC | 0.01% | Add +9.7% | 90,686 | $8.4M |
| ICONIQ Capital, LLC | 0.14% | Add +0.4% | 87,643 | $8.1M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 86,100 | $7.9M |
| Charter Oak Capital Management, LLC | 0.72% | Add +5.1% | 84,443 | $7.8M |
| Corepath Wealth Partners LLC | 7.37% | Reduce -0.7% | 89,798 | $7.7M |
| Columbus Macro, LLC | 1.01% | Reduce -0.8% | 82,816 | $7.6M |
| Beam Wealth Advisors, Inc. | 2.52% | Add +1.2% | 80,849 | $7.5M |
| OneDigital Investment Advisors LLC | 0.09% | Add +0.3% | 79,826 | $7.4M |
| Flow Traders U.S. LLC | 0.30% | New | 77,351 | $7.1M |
| HighMark Wealth Management LLC | 4.21% | Reduce -1.3% | 77,200 | $7.1M |
| Confluence Investment Management LLC | 0.10% | Reduce -70.9% | 76,605 | $7.1M |
| Foundry Financial Group, Inc. | 4.24% | Reduce -1.4% | 74,677 | $6.9M |
| Motive Wealth Advisors | 3.65% | Reduce -2.2% | 73,972 | $6.8M |
| Legacy Solutions, LLC | 7.32% | Add +3.2% | 71,985 | $6.6M |
| Alpha Zero LLC | 5.04% | Add +9.5% | 71,627 | $6.6M |
| Citadel Advisors | 0.01% | Add +151.3% | 70,059 | $6.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +8.0% | 67,369 | $6.2M |
| IFG Advisory, LLC | 0.34% | Add +8.7% | 66,870 | $6.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -5.5% | 65,392 | $6.0M |
| Canvas Wealth Advisors, LLC | 1.51% | Add +2.8% | 68,360 | $5.9M |
| PrairieView Partners, LLC | 0.61% | Reduce -0.5% | 63,286 | $5.8M |
| Zuckerman Investment Group, LLC | 0.61% | Add +3.2% | 61,826 | $5.7M |
| Able Wealth Management LLC | 3.38% | Add +0.1% | 61,741 | $5.7M |
| Defined Wealth Management, LLC | 3.78% | Add +0.6% | 60,934 | $5.6M |
| Robertson Stephens Wealth Management, LLC | 0.21% | Add +29.3% | 60,176 | $5.5M |
| Valmark Advisers, Inc. | 0.08% | Add +13.2% | 59,117 | $5.5M |
| Canandaigua National Trust Co of Florida | 4.80% | Add +6.0% | 58,965 | $5.4M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -4.4% | 58,337 | $5.4M |
| Jane Street Group, LLC | 0.01% | Add +248.0% | 58,043 | $5.4M |
| SCS Capital Management LLC | 0.07% | New | 57,846 | $5.3M |
| 180 Wealth Advisors, LLC | 0.85% | Reduce -1.4% | 57,445 | $5.3M |
| Variant Private Wealth, LLC | 5.68% | Add +0.2% | 57,301 | $5.3M |
| Spire Wealth Management | 0.17% | Reduce -6.5% | 56,120 | $5.2M |
| Synergy Investment Management, LLC | 2.15% | Reduce -48.7% | 55,870 | $5.2M |
| Sunbelt Securities, Inc. | 0.46% | Add +6.6% | 55,277 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -2.9% | 54,989 | $5.1M |
| Howland Capital Management LLC | 0.22% | No change | 54,270 | $5.0M |
| Stevens Capital Partners | 2.28% | Reduce -29.8% | 52,477 | $4.8M |
| USAdvisors Wealth Management, LLC | 1.69% | Reduce -13.1% | 52,379 | $4.8M |
| Rovin Capital /Ut/ | 1.54% | Reduce -9.8% | 51,715 | $4.8M |
| Mutual Advisors, LLC | 0.14% | Add +2.9% | 53,790 | $4.7M |
| Elm Partners Management LLC | 0.30% | Reduce -13.7% | 51,014 | $4.7M |
| Comerica Bank | 0.02% | Reduce -24.7% | 50,669 | $4.7M |
| Breakwater Capital Group | 0.83% | Add +0.8% | 50,579 | $4.7M |
| Eley Financial Management, Inc | 1.85% | Add +0.0% | 50,173 | $4.6M |
| Hilltop Holdings Inc. | 0.29% | Add +59.7% | 49,852 | $4.6M |
| IHT Wealth Management, LLC | 0.14% | Reduce -9.3% | 49,516 | $4.6M |
| Forefront Wealth Partners, LLC | 3.10% | Reduce -1.4% | 49,383 | $4.6M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -1.1% | 49,312 | $4.6M |
| US Bancorp \de | 0.01% | Reduce -8.6% | 48,534 | $4.5M |
| Asset Management Group, Inc. | 0.80% | Reduce -0.4% | 47,143 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -55.7% | 46,831 | $4.3M |
| Cresset Asset Management, LLC | 0.02% | Add +4.4% | 45,745 | $4.2M |
| Old Mission Investment Co LLC | 1.25% | Add +0.0% | 44,913 | $4.1M |
| M&T Bank Corp | 0.01% | Reduce -7.2% | 43,225 | $4.0M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.22% | Add +3.6% | 41,748 | $3.9M |
| Mgo One Seven LLC | 0.15% | Add +6.6% | 41,473 | $3.8M |
| Endowment Wealth Management, Inc. | 2.46% | Add +22.8% | 41,448 | $3.8M |
| Vantage Financial Partners, LLC | 0.94% | Reduce -0.8% | 40,811 | $3.8M |
| Summit Wealth Partners, LLC | 0.76% | Add +10.7% | 40,341 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -5.7% | 40,307 | $3.7M |
| Wealth Management Partners, LLC | 1.70% | Add +0.6% | 39,815 | $3.7M |
| Summit Financial, LLC | 0.10% | Add +16.4% | 39,799 | $3.7M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.0% | 37,410 | $3.5M |
| Family Capital Management, Inc. | 2.11% | Add +12.2% | 36,995 | $3.4M |
| Atlas Capital Advisors Inc. | 0.43% | Add +33.5% | 36,968 | $3.4M |
| &partners | 0.04% | Reduce -2.9% | 37,273 | $3.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.27% | Reduce -6.0% | 36,727 | $3.4M |
| Bailard, Inc. | 0.09% | Reduce -13.0% | 36,242 | $3.3M |
| Greenline Partners, LLC | 0.48% | Reduce -65.5% | 12,286 | $3.3M |
| Silver Oak Securities, Incorporated | 0.31% | Reduce -2.0% | 35,989 | $3.3M |
| RDA Financial Network | 0.98% | Add +0.1% | 35,615 | $3.3M |
| Hilltop Wealth Advisors, LLC | 1.84% | Add +3.5% | 35,259 | $3.3M |
| WJ Wealth Management, LLC | 1.15% | Reduce -5.1% | 35,095 | $3.2M |
| Curi Capital, LLC | 0.08% | New | 34,848 | $3.2M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -9.1% | 33,938 | $3.1M |
| Spectrum Wealth Counsel, LLC | 0.37% | Add +63.7% | 33,486 | $3.1M |
| Windward Private Wealth Management Inc. | 1.20% | Reduce -1.0% | 33,455 | $3.1M |
| Denver PWM, LLC | 1.11% | Reduce -0.0% | 33,420 | $3.1M |
| Family Manage LLC | 0.51% | Reduce -1.7% | 33,412 | $3.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.66% | Reduce -2.0% | 35,175 | $3.1M |
| Gotham Asset Management | 0.03% | Add +58.1% | 32,898 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -2.8% | 32,270 | $3.0M |
| Caliber Wealth Management, LLC / KS | 0.39% | — | 30,777 | $2.8M |
| Cerity Partners LLC | 0.01% | Reduce -0.1% | 30,101 | $2.8M |
| Equity Investment Corp. | 0.06% | Reduce -55.0% | 30,044 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -1.4% | 29,473 | $2.7M |
| 17 Capital Partners, LLC | 1.72% | Add +16.0% | 29,082 | $2.7M |
| Guidance Point Advisors, LLC | 0.78% | Add +2.8% | 28,630 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -5.3% | 26,575 | $2.5M |
| Eagle Strategies LLC | 0.43% | Add +3.2% | 26,498 | $2.4M |
| New Wave Wealth Advisors LLC | 1.07% | Reduce -8.4% | 25,923 | $2.4M |
| General Partner, Inc. | 1.54% | No change | 25,634 | $2.4M |
| Wealth Advisors of Iowa, LLC | 1.01% | Add +0.0% | 25,578 | $2.4M |
| Centricity Wealth Management, LLC | 2.13% | Add +1.3% | 25,398 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +27.5% | 24,987 | $2.3M |
| ZWJ Investment Counsel Inc. | 0.09% | Add +0.7% | 24,917 | $2.3M |
| Matauro, LLC | 0.46% | Add +4.5% | 24,759 | $2.3M |
| Valley Forge Investment Consultants Inc. Adv | 0.81% | Add +0.4% | 24,725 | $2.3M |
| Life Planning Partners, Inc | 2.05% | No change | 24,491 | $2.3M |
| Moloney Securities Asset Management, LLC | 0.30% | Add +1.1% | 24,221 | $2.2M |
| Prospera Financial Services Inc | 0.05% | Add +1.4% | 24,183 | $2.2M |
| Presilium Private Wealth, LLC | 0.50% | Reduce -32.8% | 24,047 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.9% | 24,025 | $2.2M |
| Regal Investment Advisors LLC | 0.18% | Reduce -0.2% | 23,910 | $2.2M |
| Ieq Capital, LLC | 0.02% | Add +271.6% | 23,728 | $2.2M |
| Silver Lake Advisory, LLC | 0.95% | Add +3.5% | 23,515 | $2.2M |
| MFA Wealth Services | 1.74% | Add +12.5% | 22,985 | $2.1M |
| VestGen Advisors, LLC | 0.10% | — | 22,922 | $2.1M |
| Private Trust Co. NA | 0.22% | Reduce -1.5% | 22,782 | $2.1M |
| XY Planning Network, Inc. | 1.40% | Add +0.1% | 22,763 | $2.1M |
| Western Wealth Management, LLC | 0.14% | Reduce -1.5% | 22,733 | $2.1M |
| Deutsche Bank AG | 0.00% | Reduce -32.7% | 22,599 | $2.1M |
| Geneos Wealth Management Inc. | 0.07% | Add +8.2% | 22,584 | $2.1M |
| NWF Advisory Services Inc. | 0.29% | Reduce -4.0% | 22,340 | $2.1M |
| Montag A & Associates Inc. | 0.10% | Add +2.9% | 22,301 | $2.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +138.2% | 22,108 | $2.0M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -0.2% | 21,850 | $2.0M |
| Cahill Financial Advisors Inc. | 0.27% | Add +0.4% | 21,832 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +251700.0% | 20,144 | $2.0M |
| Caprock Group, LLC | 0.06% | Reduce -3.7% | 21,460 | $2.0M |
| Catalyst Private Wealth, LLC | 0.95% | Reduce -12.3% | 21,070 | $1.9M |
| Farther Finance Advisors, LLC | 0.05% | Add +14.9% | 21,061 | $1.9M |
| Legacy Financial Strategies, LLC | 0.42% | No change | 20,745 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Reduce -73.3% | 20,317 | $1.9M |
| Sutton Place Investors LLC | 1.25% | No change | 20,220 | $1.9M |
| Magnolia Capital Advisors LLC | 0.49% | Add +9.4% | 19,721 | $1.8M |
| First Heartland Consultants, Inc. | 0.19% | Add +1.9% | 19,680 | $1.8M |
| PFG Advisors | 0.10% | Add +8.9% | 18,915 | $1.7M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -11.2% | 18,549 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Reduce -0.4% | 18,427 | $1.7M |
| Syon Capital LLC | 0.14% | Reduce -0.7% | 18,377 | $1.7M |
| Verity Asset Management, Inc. | 0.67% | New | 17,890 | $1.7M |
| Occidental Asset Management, LLC | 0.25% | Add +47.1% | 17,745 | $1.6M |
| Armstrong, Fleming & Moore, Inc | 1.96% | New | 17,538 | $1.6M |
| TL Private Wealth | 0.80% | Add +0.2% | 19,783 | $1.6M |
| Uptick Partners, LLC | 0.55% | No change | 17,450 | $1.6M |
| Liberty One Investment Management, LLC | 0.16% | Add +11.0% | 17,216 | $1.6M |
| TriaGen Wealth Management LLC | 0.54% | Reduce -4.5% | 16,568 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +216.3% | 15,974 | $1.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.60% | Reduce -3.7% | 16,898 | $1.4M |
| CFO4Life Group, LLC | 0.24% | No change | 15,423 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Reduce -6.6% | 15,376 | $1.4M |
| Hoxton Planning & Management, LLC | 0.54% | Add +126.9% | 15,365 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -1.8% | 15,294 | $1.4M |
| Sovereign Financial Group, Inc. | 0.32% | Reduce -2.8% | 15,030 | $1.4M |
| Choreo, LLC | 0.02% | Add +36.4% | 14,876 | $1.4M |
| Dean Investment Associates, LLC | 0.20% | Reduce -87.0% | 14,756 | $1.4M |
| 1900 Wealth Management LLC | 0.11% | Reduce -1.1% | 14,581 | $1.3M |
| Beck Bode, LLC | 0.25% | Reduce -16.5% | 14,335 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.7% | 13,864 | $1.3M |
| Innovative Wealth Building LLC | 1.18% | Reduce -0.1% | 13,832 | $1.3M |
| Collective Family Office LLC | 0.33% | No change | 13,328 | $1.2M |
| Rik Saylor Financial, Inc. | 1.08% | Reduce -1.9% | 13,315 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.0% | 13,300 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.11% | Reduce -5.8% | 13,298 | $1.2M |
| Wealthquest Corp | 0.10% | Reduce -3.8% | 13,296 | $1.2M |
| Next Capital Management LLC | 0.59% | Add +0.7% | 13,293 | $1.2M |
| Maryland Capital Advisors Inc. | 0.54% | Add +0.1% | 13,201 | $1.2M |
| Prism Advisors, Inc. | 0.37% | No change | 13,200 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +3.3% | 13,132 | $1.2M |
| American State Bank (Iowa) | 0.73% | No change | 13,063 | $1.2M |
| Aprio Wealth Management, LLC | 0.15% | New | 12,926 | $1.2M |
| Evermay Wealth Management LLC | 0.16% | Reduce -1.2% | 12,826 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.19% | Add +14.7% | 12,559 | $1.2M |
| Ascentis Independent Advisors | 0.23% | Add +17.9% | 12,501 | $1.2M |
| Carr Financial Group Corp | 0.38% | Add +0.4% | 12,408 | $1.1M |
| Narus Financial Partners, LLC | 0.38% | Reduce -5.2% | 12,201 | $1.1M |
| Potentia Wealth | 0.53% | No change | 12,173 | $1.1M |
| JFS Wealth Advisors, LLC | 0.07% | Add +14.5% | 11,989 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +24.9% | 11,931 | $1.1M |
| Phillips Financial Management, LLC | 0.08% | Reduce -1.6% | 11,896 | $1.1M |
| Brickley Wealth Management | 0.23% | No change | 11,806 | $1.1M |
| Quantinno Capital Management LP | 0.01% | Add +74.8% | 11,533 | $1.1M |
| Argent Trust Co | 0.04% | No change | 11,487 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.75% | Add +0.1% | 11,446 | $1.1M |
| White Pine Capital LLC | 0.36% | Reduce -1.0% | 11,188 | $1.0M |
| WMG Financial Advisors, LLC | 0.44% | Reduce -3.9% | 11,149 | $1.0M |
| Patten Group, Inc. | 0.23% | Reduce -5.5% | 11,109 | $1.0M |
| Verus Capital Partners, LLC | 0.10% | Add +116.3% | 10,981 | $1.0M |
| Boyd Wealth Management, LLC | 0.50% | Add +2.3% | 10,935 | $1.0M |
| Atlantic Edge Private Wealth Management, LLC | 0.30% | Add +21.5% | 10,806 | $997K |
| Sachetta, LLC | 0.41% | Reduce -0.4% | 10,771 | $994K |
| M Holdings Securities, Inc. | 0.16% | No change | 10,645 | $982K |
| Northwest Wealth Management, LLC | 0.19% | Reduce -4.3% | 10,323 | $953K |
| Allianz Asset Management GmbH | 0.00% | New | 10,300 | $951K |
| World Investment Advisors | 0.02% | Reduce -1.5% | 10,276 | $948K |
| Lido Advisors, LLC | 0.01% | Reduce -14.3% | 10,252 | $946K |
| Lansing Street Advisors | 0.31% | Add +0.3% | 10,117 | $934K |
| Coldstream Capital Management Inc. | 0.02% | No change | 10,115 | $934K |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | Add +2.9% | 10,085 | $931K |
| AQR Capital Management | 0.00% | Add +20.7% | 10,047 | $927K |
| Seascape Capital Management | 0.32% | No change | 9,977 | $921K |
| Commerce Bank | 0.01% | Add +2.0% | 9,952 | $918K |
| Fortis Advisors, LLC | 0.60% | Add +0.4% | 9,940 | $917K |
| One Charles Private Wealth Services, LLC | 0.30% | No change | 9,897 | $913K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.0% | 9,870 | $911K |
| HRT Financial LP | 0.01% | New | 9,694 | $894K |
| Two Sigma Securities, LLC | 0.14% | New | 9,670 | $892K |
| Perennial Investment Advisors, LLC | 0.10% | Add +3.6% | 9,608 | $887K |
| Beirne Wealth Consulting Services, LLC | 0.31% | Reduce -3.4% | 9,378 | $866K |
| One Day In July LLC | 0.09% | Add +14.9% | 9,295 | $858K |
| R. W. Roge & Company, Inc. | 0.46% | Add +3.0% | 9,192 | $848K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +1.4% | 9,038 | $834K |
| Dentgroup LLC | 0.62% | Add +2.2% | 9,028 | $833K |
| Grey Fox Wealth Advisors, LLC | 0.22% | Reduce -6.6% | 8,891 | $821K |
| Talisman Wealth Advisors LLC | 0.84% | Reduce -0.3% | 8,861 | $818K |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -8.7% | 8,767 | $809K |
| Pure Financial Advisors, LLC | 0.02% | Add +1.8% | 8,702 | $803K |
| William Howard & Co Financial Advisors Inc | 0.74% | No change | 8,520 | $786K |
| Interchange Capital Partners, LLC | 0.22% | Add +0.4% | 8,445 | $779K |
| Empirical Asset Management, LLC | 0.26% | Reduce -97.1% | 8,315 | $767K |
| Transcend Capital Advisors, LLC | 0.05% | Add +26.5% | 8,203 | $757K |
| Nwam LLC | 0.06% | Reduce -14.6% | 8,126 | $750K |
| ERn Financial, LLC | 0.11% | Reduce -8.5% | 7,827 | $722K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +27.7% | 7,809 | $721K |
| D.A. Davidson & Co. | 0.01% | Add +12.8% | 7,803 | $720K |
| Townsquare Capital LLC | 0.01% | Add +28.0% | 7,546 | $696K |
| Verdence Capital Advisors LLC | 0.05% | Add +0.3% | 7,522 | $694K |
| Whittier Trust Co. | 0.01% | No change | 7,498 | $692K |
| Coordinated Financial Services, Inc. | 0.53% | — | 7,358 | $679K |
| Fiduciary Advisors, Inc. | 0.67% | Reduce -2.3% | 7,330 | $676K |
| Apollon Financial, LLC | 0.16% | Add +98.5% | 7,094 | $655K |
| Moneco Advisors, LLC | 0.07% | Add +0.2% | 7,074 | $653K |
| Tiaa Trust, National Association | 0.00% | Reduce -4.5% | 7,058 | $651K |
| Waterloo Capital, L.P. | 0.06% | Reduce -2.3% | 6,983 | $644K |
| Firestone Capital Management | 0.17% | No change | 6,942 | $641K |
| Unique Wealth Strategies, LLC | 0.29% | Add +72.5% | 6,898 | $637K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +6.2% | 6,858 | $633K |
| Stone House Investment Management, LLC | 0.13% | New | 6,852 | $632K |
| Victory Financial Group, LLC | 0.12% | Add +4.1% | 6,939 | $631K |
| Mission Wealth Management, LP | 0.02% | Add +40.5% | 6,746 | $623K |
| Barnes Wealth Management Group, Inc | 0.40% | Add +3.1% | 6,717 | $620K |
| Regimen Wealth, LLC | 0.20% | Add +0.4% | 6,639 | $613K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -0.9% | 6,633 | $612K |
| Towne Trust Company, N.A | 0.21% | Add +87.0% | 6,620 | $611K |
| Trust Point Inc. | 0.06% | No change | 6,600 | $609K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.3% | 6,508 | $601K |
| Arax Advisory Partners | 0.04% | Reduce -0.7% | 6,425 | $593K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +6.2% | 6,419 | $592K |
| Essex Financial Services, Inc. | 0.04% | Add +0.4% | 6,334 | $585K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -32.5% | 6,327 | $584K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -32.5% | 6,327 | $584K |
| Sterling Capital Management LLC | 0.01% | Add +1.9% | 6,313 | $583K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -6.8% | 6,240 | $576K |
| Impact Partnership Wealth, LLC | 0.12% | Add +14.5% | 6,231 | $575K |
| Quartz Partners, LLC | 0.34% | Reduce -50.3% | 6,123 | $565K |
| Meridian Wealth Management, LLC | 0.03% | Add +3.8% | 5,928 | $547K |
| Roble, Belko & Company, Inc | 0.09% | Add +0.4% | 5,888 | $543K |
| Hobbs Group Advisors, LLC | 0.21% | Add +0.0% | 5,881 | $543K |
| Kingsview Wealth Management, LLC | 0.01% | Add +16.8% | 5,875 | $542K |
| German American Bancorp, Inc. | 0.06% | Add +10.0% | 5,868 | $542K |
| Annex Advisory Services, LLC | 0.02% | Reduce -3.3% | 5,866 | $541K |
| Mascoma Wealth Management LLC | 0.13% | Reduce -24.1% | 5,843 | $539K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 5,835 | $539K |
| MAI Capital Management | 0.00% | Reduce -12.8% | 5,832 | $538K |
| HB Wealth Management, LLC | 0.00% | Reduce -6.3% | 5,822 | $537K |
| DGS Capital Management, LLC | 0.14% | Reduce -0.5% | 5,795 | $535K |
| Brown Advisory Inc. | 0.00% | Add +10.0% | 5,763 | $532K |
| Flagstar Securities, Inc. | 0.13% | Add +0.4% | 5,648 | $521K |
| Independent Financial Group, LLC | 0.02% | Add +1.5% | 5,586 | $516K |
| Prudent Investors Network, Inc. | 0.15% | No change | 5,577 | $515K |
| XML Financial, LLC | 0.05% | Add +26.4% | 5,545 | $512K |
| Graypoint LLC | 0.03% | Reduce -0.5% | 5,507 | $508K |
| Essex Bank | 0.12% | Reduce -10.3% | 5,494 | $507K |
| Bessemer Group Inc. | 0.00% | Add +1.5% | 5,405 | $499K |
| Becker Capital Management Inc. | 0.02% | Add +12.9% | 5,401 | $498K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 5,385 | $497K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -8.3% | 5,366 | $495K |
| Awm Capital, LLC | 0.06% | Reduce -4.4% | 5,307 | $490K |
| Forte Asset Management LLC | 0.25% | No change | 5,288 | $488K |
| Pathstone Holdings, LLC | 0.00% | Reduce -29.1% | 5,219 | $482K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.1% | 5,189 | $479K |
| BTC Capital Management, Inc. | 0.04% | No change | 5,140 | $474K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +10.4% | 5,093 | $470K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -43.8% | 5,082 | $469K |
| Dynamic Financial Group | 0.47% | No change | 5,061 | $467K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,010 | $462K |
| Koesten, Hirschmann & Crabtree, INC. | 0.26% | No change | 5,004 | $462K |
| FourThought Financial Partners, LLC | 0.05% | Add +8.2% | 4,981 | $460K |
| GWN Securities Inc. | 0.03% | New | 4,940 | $456K |
| RTD Financial Advisors, Inc. | 0.06% | Add +0.0% | 4,908 | $453K |
| Wesbanco Bank Inc. | 0.02% | Reduce -5.8% | 4,902 | $452K |
| Tompkins Financial Corp. | 0.04% | No change | 4,883 | $451K |
| Bright Futures Wealth Management, LLC. | 0.50% | No change | 5,313 | $447K |
| SOL Capital Management CO | 0.05% | No change | 4,750 | $438K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,728 | $436K |
| BIP Wealth, LLC | 0.03% | Reduce -1.1% | 4,692 | $433K |
| SYM FINANCIAL Corp | 0.05% | No change | 4,690 | $433K |
| Investment Advisory Group, LLC | 0.14% | Add +14.5% | 4,688 | $433K |
| Parallel Advisors, LLC | 0.01% | Reduce -24.1% | 4,670 | $431K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 4,655 | $430K |
| Burk Holdings LLC | 0.32% | No change | 4,621 | $426K |
| Melone Private Wealth, LLC | 0.22% | Reduce -2.1% | 4,599 | $424K |
| Safeguard Financial, LLC | 0.09% | No change | 4,597 | $424K |
| Americana Partners, LLC | 0.02% | Reduce -98.3% | 4,595 | $424K |
| Cutler Capital Management, LLC | 0.19% | No change | 4,567 | $421K |
| Claro Advisors Inc. | 0.06% | Reduce -52.0% | 4,560 | $421K |
| Cim, LLC | 0.06% | Reduce -2.8% | 4,505 | $416K |
| Choate Investment Advisors | 0.01% | Reduce -4.0% | 4,500 | $415K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -3.4% | 4,453 | $411K |
| Live Oak Investment Partners | 0.32% | New | 4,440 | $410K |
| Norden Group LLC | 0.05% | No change | 4,422 | $408K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -1.6% | 4,369 | $403K |
| CW Advisors, LLC | 0.00% | Add +27.6% | 4,348 | $402K |
| Premier Path Wealth Partners, LLC | 0.06% | No change | 4,341 | $401K |
| SFG Wealth Management, LLC. | 0.20% | Add +0.1% | 4,339 | $400K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,300 | $397K |
| Sweeney & Michel, LLC | 0.17% | — | 4,868 | $397K |
| Bellecapital International Ltd. | 0.08% | No change | 4,291 | $396K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | Reduce -0.1% | 4,237 | $393K |
| Investor's Fiduciary Advisor Network, LLC | 0.18% | Reduce -8.1% | 4,244 | $391K |
| Garrett Wealth Advisory Group, LLC | 0.09% | Reduce -20.8% | 4,236 | $391K |
| Wealthspan Partners, LLC | 0.18% | Reduce -5.2% | 4,232 | $391K |
| TFR Capital, LLC. | 0.16% | No change | 4,217 | $389K |
| AE Wealth Management LLC | 0.00% | Reduce -3.6% | 4,114 | $380K |
| Csenge Advisory Group | 0.02% | Reduce -0.1% | 4,417 | $379K |
| Capital Planning LLC | 0.11% | New | 4,073 | $376K |
| Stephens Inc. | 0.01% | No change | 4,065 | $375K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 3,965 | $366K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.3% | 4,491 | $366K |
| Fielder Capital Group LLC | 0.11% | No change | 3,949 | $364K |
| Wealthstream Advisors, Inc. | 0.07% | No change | 3,938 | $363K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,919 | $362K |
| Two Sigma Investments, LP | 0.00% | New | 3,900 | $360K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,887 | $359K |
| Tidal Investments LLC | 0.00% | New | 3,857 | $356K |
| McGowan Group Asset Management, Inc. | 0.05% | Add +0.4% | 3,837 | $354K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 3,976 | $353K |
| Arkadios Wealth Advisors | 0.01% | New | 3,827 | $353K |
| Bank of Marin | 0.45% | Reduce -7.3% | 3,820 | $353K |
| Clifford Group, LLC | 0.33% | No change | 3,819 | $352K |
| Augustine Asset Management Inc. | 0.10% | Reduce -2.0% | 3,813 | $352K |
| Peak Retirement Planning, Inc. | 0.20% | Add +11.0% | 3,808 | $351K |
| St Germain D J Co. Inc. | 0.02% | Reduce -46.8% | 3,804 | $351K |
| National Bank of Canada | 0.00% | Add +6.6% | 3,798 | $350K |
| Scotia Capital Inc. | 0.00% | No change | 3,784 | $349K |
| United Advisor Group, LLC | 0.07% | Add +3.1% | 3,775 | $348K |
| StoneX Group Inc. | 0.02% | Reduce -10.2% | 3,769 | $348K |
| Pathway Financial Advisors LLC | 0.06% | No change | 3,758 | $347K |
| Zions Bancorporation, National Association | 0.02% | — | 3,727 | $344K |
| LRI Investments, LLC | 0.03% | No change | 3,703 | $342K |
| PGIM Custom Harvest LLC | 0.01% | Add +29.6% | 3,698 | $341K |
| Colonial Trust Co / SC | 0.05% | No change | 3,689 | $340K |
| Bank of Montreal | 0.00% | Add +19.8% | 3,659 | $338K |
| FF Advisors,LLC | 0.19% | New | 3,772 | $337K |
| Kraft Asset Management, LLC | 0.31% | No change | 3,644 | $336K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -1.1% | 3,623 | $334K |
| Daymark Wealth Partners, LLC | 0.01% | Add +26.3% | 3,610 | $333K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 3,595 | $332K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 3,595 | $332K |
| Berry Wealth Group, LP | 0.26% | Add +42.1% | 3,582 | $331K |
| Front Row Advisors LLC | 0.13% | No change | 3,560 | $329K |
| Diversified Enterprises, LLC | 0.03% | Add +0.2% | 3,557 | $328K |
| Nikulski Financial, Inc. | 0.10% | Reduce -10.7% | 3,557 | $328K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,555 | $328K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 3,554 | $328K |
| NewEdge Wealth, LLC | 0.01% | Reduce -9.9% | 3,553 | $328K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 3,523 | $325K |
| Sheets Smith Wealth Management | 0.04% | Add +0.1% | 3,468 | $320K |
| Alliance Wealth Advisors, LLC | 0.19% | Add +3.1% | 3,461 | $319K |
| McIlrath & Eck, LLC | 0.04% | Add +94.8% | 3,392 | $313K |
| Parsons Capital Management Inc. | 0.02% | Reduce -5.9% | 3,373 | $311K |
| RFG Advisory, LLC | 0.01% | Add +2.0% | 3,359 | $310K |
| Carnegie Investment Counsel | 0.01% | No change | 3,711 | $307K |
| IFP Advisors, Inc | 0.01% | Add +5.5% | 3,326 | $307K |
| Austin Private Wealth, LLC | 0.03% | No change | 3,292 | $304K |
| CX Institutional | 0.01% | Add +1.6% | 3,283 | $303K |
| Naples Global Advisors, LLC | 0.03% | Reduce -0.8% | 3,231 | $298K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -1.2% | 3,255 | $298K |
| Francis Financial, Inc. | 0.07% | Reduce -4.0% | 3,222 | $297K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -5.5% | 3,189 | $294K |
| CPA Asset Management Group, LLC | 0.13% | Reduce -9.4% | 3,180 | $293K |
| Patten & Patten Inc. | 0.02% | No change | 3,170 | $293K |
| Ridgecrest Wealth Partners, LLC | 0.15% | Reduce -14.9% | 3,150 | $291K |
| Neuberger Berman Group LLC | 0.00% | New | 3,124 | $288K |
| Wedbush Securities Inc. | 0.01% | Add +0.0% | 3,117 | $288K |
| Empower Advisory Group, LLC | 0.00% | New | 3,113 | $287K |
| SC&H Financial Advisors, Inc. | 0.06% | Add +0.3% | 3,111 | $287K |
| First Trust Advisors LP | 0.00% | Reduce -0.1% | 3,111 | $287K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 3,087 | $285K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.8% | 3,065 | $283K |
| International Assets Investment Management, LLC | 0.02% | New | 3,062 | $283K |
| Asset Dedication, LLC | 0.02% | No change | 3,029 | $280K |
| Roxbury Financial LLC | 0.27% | Reduce -1.4% | 2,921 | $279K |
| Qube Research & Technologies Ltd | 0.00% | Add +4.5% | 3,003 | $277K |
| Fourth Dimension Wealth, LLC | 0.13% | Reduce -1.8% | 2,994 | $276K |
| Watchman Group, Inc. | 0.08% | Reduce -62.3% | 2,975 | $275K |
| Colonial River Investments, LLC | 0.15% | Add +6.7% | 2,973 | $274K |
| Axxcess Wealth Management, LLC | 0.01% | Add +6.7% | 2,973 | $274K |
| Brighton Jones LLC | 0.01% | Add +13.2% | 2,967 | $274K |
| Wealth Alliance, LLC | 0.03% | Add +2.5% | 2,962 | $273K |
| Compass Ion Advisors, LLC | 0.03% | No change | 2,960 | $273K |
| Marino, Stram & Associates LLC | 0.06% | No change | 2,956 | $273K |
| Bank Ozk | 0.11% | Add +1.8% | 2,909 | $268K |
| Mullaney, Keating & Wright, Inc. | 0.18% | Add +0.3% | 2,895 | $267K |
| Atala Financial Inc | 0.19% | No change | 2,894 | $267K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +20.0% | 2,868 | $265K |
| Delta Investment Management, LLC | 0.05% | Add +7.1% | 2,851 | $263K |
| Signature Resources Capital Management, LLC | 0.23% | No change | 2,841 | $262K |
| Vanguard Group Inc. | 0.00% | Reduce -1.9% | 2,838 | $262K |
| Heritage Family Offices, LLP | 0.13% | No change | 2,832 | $261K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,801 | $259K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | No change | 2,800 | $258K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -1.4% | 2,779 | $256K |
| Calton & Associates, Inc. | 0.06% | New | 2,766 | $255K |
| Trilogy Capital Inc. | 0.01% | Add +0.0% | 2,728 | $252K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 2,717 | $251K |
| Peak Planning Group, LLC | 0.10% | No change | 2,704 | $250K |
| Bank of New York Mellon Corp | 0.00% | Add +11.0% | 2,694 | $249K |
| Greenhouse Wealth Management, LLC | 0.19% | No change | 2,687 | $248K |
| Aspen Wealth Management LLC | 0.07% | Add +0.4% | 2,681 | $247K |
| Headinvest, LLC | 0.05% | No change | 2,673 | $247K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,672 | $247K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -1.1% | 2,655 | $245K |
| Round Rock Advisors LLC | 0.05% | Add +3.6% | 2,651 | $245K |
| Elevatus Welath Management | 0.14% | Add +0.1% | 2,626 | $242K |
| Lauterbach Financial Advisors, LLC | 0.15% | Reduce -1.2% | 2,619 | $242K |
| Key Financial Inc | 0.05% | Add +34.5% | 2,615 | $241K |
| New Century Financial Group, LLC | 0.28% | Reduce -18.2% | 2,609 | $241K |
| Klingman & Associates, LLC | 0.01% | No change | 2,607 | $241K |
| Optimum Investment Advisors | 0.11% | No change | 2,600 | $240K |
| Weaver Consulting Group | 0.07% | No change | 2,595 | $239K |
| Plancorp, LLC | 0.01% | Reduce -0.0% | 2,577 | $238K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 2,575 | $238K |
| Alteri Wealth LLC | 0.10% | Reduce -27.8% | 2,574 | $238K |
| May Hill Capital, LLC | 0.09% | No change | 2,537 | $234K |
| Sovran Advisors, LLC | 0.03% | Reduce -21.2% | 2,721 | $233K |
| Evanson Asset Management, LLC | 0.02% | Add +0.4% | 2,501 | $231K |
| LongView Wealth Management | 0.07% | Add +3.3% | 2,472 | $228K |
| Thrivent Financial for Lutherans | 0.00% | No change | 2,323 | $228K |
| Manhattan West Asset Management, LLC | 0.06% | Add +0.4% | 2,459 | $227K |
| Redwood Financial Network Corp | 0.17% | New | 2,444 | $226K |
| Watts Gwilliam & Co., LLC | 0.05% | No change | 2,412 | $223K |
| Hopwood Financial Services, Inc. | 0.17% | No change | 2,410 | $222K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.4% | 2,402 | $222K |
| Capital Analysts, LLC | 0.01% | Reduce -6.4% | 2,368 | $219K |
| Aptus Capital Advisors, LLC | 0.00% | Add +40.8% | 2,367 | $218K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -20.3% | 2,360 | $218K |
| Verum Partners LLC | 0.06% | Reduce -20.5% | 2,350 | $217K |
| Prasad Wealth Partners, LLC | 0.07% | New | 2,349 | $217K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 2,345 | $216K |
| Oak Asset Management, LLC | 0.08% | Add +1.6% | 2,342 | $216K |
| Kovack Advisors, Inc. | 0.02% | Reduce -5.2% | 2,337 | $216K |
| Carolinas Wealth Consulting LLC | 0.05% | Reduce -20.7% | 2,314 | $214K |
| Operose Advisors LLC | 0.07% | No change | 2,292 | $212K |
| Fingerlakes Wealth Management, Inc. | 0.18% | Reduce -0.4% | 2,280 | $210K |
| Accel Wealth Management | 0.08% | No change | 2,253 | $208K |
| Pinnacle Family Advisors, LLC | 0.11% | Reduce -1.4% | 2,250 | $208K |
| CGN Advisors LLC | 0.02% | No change | 2,250 | $208K |
| Inspire Advisors, LLC | 0.02% | Reduce -5.9% | 2,218 | $205K |
| Ullmann Wealth Partners Group, LLC | 0.03% | Reduce -42.4% | 2,210 | $204K |
| KWB Wealth | 0.02% | New | 2,179 | $202K |
| MB Generational Wealth, LLC | 0.15% | No change | 2,181 | $201K |
| McAdam, LLC | 0.01% | Reduce -6.3% | 2,168 | $200K |
| Transce3nd, LLC | 0.09% | Reduce -6.8% | 2,157 | $199K |
| Angeles Wealth Management, LLC | 0.02% | No change | 2,151 | $199K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +3.1% | 2,145 | $198K |
| MCF Advisors LLC | 0.01% | No change | 2,008 | $185K |
| First Financial Corp. | 0.08% | No change | 1,759 | $162K |
| NorthRock Partners, LLC | 0.01% | Add +20.5% | 1,756 | $162K |
| Financial Perspectives, Inc | 0.06% | Add +0.4% | 1,750 | $162K |
| WealthShield Partners, LLC | 0.02% | No change | 1,750 | $162K |
| Teachers Insurance & Annuity Association of America | 0.21% | No change | 1,705 | $157K |
| Keystone Financial Group, Inc. | 0.11% | Add +0.4% | 1,719 | $153K |
| Continuum Advisory, LLC | 0.02% | No change | 1,556 | $144K |
| Avion Wealth | 0.04% | No change | 1,499 | $138K |
| Larson Financial Group LLC | 0.01% | Add +2.7% | 1,494 | $138K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,490 | $138K |
| Brown Brothers Harriman & Co. | 0.00% | Add +25.9% | 1,474 | $136K |
| Valued Wealth Advisors LLC | 0.08% | Add +316.3% | 1,403 | $129K |
| Harbour Investments, Inc. | 0.00% | Add +14.3% | 1,388 | $128K |
| CoreCap Advisors, LLC | 0.01% | Add +21.9% | 1,384 | $128K |
| Arlington Trust Co LLC | 0.03% | No change | 1,332 | $123K |
| TD Capital Management LLC | 0.01% | New | 1,325 | $122K |
| IAG Wealth Partners, LLC | 0.02% | No change | 1,323 | $122K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 1,229 | $113K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -99.3% | 1,226 | $113K |
| GeoWealth Management, LLC | 0.00% | Add +60.0% | 1,203 | $111K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,189 | $110K |
| Pacifica Partners Inc. | 0.05% | No change | 1,222 | $108K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +18.6% | 1,147 | $106K |
| IMG Wealth Management, Inc. | 0.09% | No change | 1,138 | $105K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +7.0% | 1,084 | $100K |
| Stephens Consulting, LLC | 0.03% | No change | 1,082 | $100K |
| Fifth Third Bancorp | 0.00% | Reduce -54.7% | 1,069 | $99K |
| HHM Wealth Advisors, LLC | 0.01% | New | 1,064 | $98K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -1.7% | 1,052 | $97K |
| Collier Financial | 0.08% | Add +22.3% | 1,052 | $97K |
| SouthState Bank Corp | 0.00% | Add +1153.3% | 965 | $89K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.17% | New | 953 | $88K |
| Park Place Capital Corp | 0.02% | Add +0.4% | 950 | $88K |
| AlphaCore Capital LLC | 0.01% | New | 923 | $85K |
| 1 North Wealth Services LLC | 0.04% | Reduce -58.7% | 900 | $83K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 900 | $83K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 851 | $79K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 841 | $78K |
| Mather Group, Llc. | 0.00% | Add +31.3% | 839 | $77K |
| Abound Financial, LLC | 0.04% | New | 806 | $74K |
| Pineridge Advisors LLC | 0.03% | Add +0.4% | 801 | $74K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.3% | 776 | $72K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -14.4% | 773 | $71K |
| First Horizon Advisors, Inc. | 0.00% | No change | 754 | $70K |
| New Republic Capital, LLC | 0.03% | No change | 714 | $66K |
| North Star Investment Management Corp. | 0.00% | New | 711 | $66K |
| Pacific Center for Financial Services | 0.02% | No change | 709 | $65K |
| Trust Co. of Vermont | 0.00% | No change | 689 | $64K |
| Kings Path Partners LLC | 0.03% | No change | 675 | $62K |
| Sage Mountain Advisors LLC | 0.00% | Add +17.5% | 658 | $61K |
| Abound Wealth Management | 0.02% | Reduce -4.1% | 651 | $60K |
| Truvestments Capital LLC | 0.01% | No change | 650 | $60K |
| Finley Financial, LLC | 0.03% | No change | 640 | $57K |
| Flaharty Asset Management, LLC | 0.01% | New | 613 | $57K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 611 | $56K |
| Lanark Financial, Inc. | 0.00% | — | 602 | $55K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 578 | $53K |
| Caldwell Trust Co | 0.01% | New | 539 | $50K |
| Bogart Wealth, LLC | 0.00% | No change | 519 | $48K |
| Ameriflex Group, Inc. | 0.02% | Add +1.0% | 514 | $47K |
| 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 +0.4% | 497 | $46K |
| Winthrop Capital Management, LLC | 0.01% | No change | 488 | $45K |
| Tsfg, LLC | 0.01% | No change | 487 | $45K |
| Northwest Capital Management Inc | 0.02% | No change | 443 | $41K |
| Smallwood Wealth Investment Management, LLC | 0.03% | New | 442 | $41K |
| Hoese & Co LLP | 0.04% | No change | 441 | $41K |
| Ancora Advisors LLC | 0.00% | No change | 434 | $40K |
| Sound Income Strategies, LLC | 0.00% | New | 428 | $40K |
| Bank of New Hampshire | 0.01% | No change | 423 | $39K |
| Franklin Resources Inc. | 0.00% | No change | 415 | $38K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -8.5% | 407 | $38K |
| Capital A Wealth Management, LLC | 0.04% | Add +571.7% | 403 | $37K |
| Hager Investment Management Services, LLC | 0.03% | No change | 387 | $36K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 375 | $35K |
| Mechanics Financial Corp | 0.02% | Reduce -17.9% | 367 | $34K |
| Legacies Wealth LLC | 0.02% | Reduce -4.3% | 338 | $31K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | New | 284 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 284 | $26K |
| DT Investment Partners, LLC | 0.00% | No change | 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% | No change | 250 | $23K |
| Sherman Asset Management, Inc. | 0.02% | New | 240 | $22K |
| Lindbrook Capital, LLC | 0.00% | No change | 236 | $22K |
| NFSG Corp | 0.01% | Add +0.4% | 227 | $21K |
| Archer Investment Corp | 0.01% | Add +0.5% | 225 | $21K |
| Dagco, Inc. | 0.01% | New | 221 | $20K |
| N.E.W. Advisory Services LLC | 0.00% | New | 216 | $20K |
| Realta Investment Advisors | 0.01% | Add +526.5% | 213 | $20K |
| GAMMA Investing LLC | 0.00% | No change | 212 | $20K |
| Viewpoint Capital Management LLC | 0.01% | No change | 180 | $17K |
| Peachtree Investment Partners, LLC | 0.01% | Add +650.0% | 180 | $17K |
| Crews Bank & Trust | 0.00% | Add +157.1% | 180 | $17K |
| Promus Capital, LLC | 0.01% | No change | 177 | $16K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 174 | $16K |
| Tucker Asset Management LLC | 0.01% | Reduce -11.3% | 172 | $16K |
| Brooklyn Investment Group | 0.00% | No change | 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 | $13K |
| City Holding Co. | 0.00% | New | 118 | $11K |
| Global Financial Private Client, LLC | 0.00% | No change | 106 | $10K |
| Missouri Trust & Investment Co | 0.00% | Reduce -28.1% | 100 | $9K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $9K |
| WFA Asset Management Corp | 0.00% | Add +488.2% | 100 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 97 | $9K |
| AllSquare Wealth Management LLC | 0.01% | No change | 94 | $9K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -78.8% | 91 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +80.0% | 90 | $8K |
| Whipplewood Advisors, LLC | 0.00% | New | 74 | $8K |
| West Paces Advisors Inc. | 0.00% | No change | 82 | $8K |
| Hexagon Capital Partners LLC | 0.00% | No change | 82 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | New | 82 | $8K |
| Citizens National Bank Trust Department | 0.00% | New | 78 | $7K |
| Johnson Financial Group, Inc. | 0.00% | No change | 78 | $7K |
| Kiker Wealth Management, LLC | 0.00% | New | 73 | $7K |
| Headlands Technologies LLC | 0.00% | Reduce -96.8% | 69 | $6K |
| Barrett & Company, Inc. | 0.00% | Add +58.1% | 68 | $6K |
| Tidemark, LLC | 0.00% | New | 67 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +29.2% | 62 | $6K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 56 | $5K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -98.8% | 55 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 54 | $5K |
| City State Bank | 0.00% | No change | 48 | $4K |
| Glenmede Trust Co. NA | 0.00% | No change | 40 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 40 | $4K |
| Rossby Financial, LCC | 0.00% | New | 40 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 37 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 31 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 31 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 28 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 27 | $2K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 24 | $2K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 24 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 17 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 16 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 13 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 11 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 7 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 8 | $703 |
| Copia Wealth Management | 0.00% | New | 7 | $646 |
| Delta Asset Management LLC | 0.00% | No change | 3 | $299 |
| Disciplina Capital Management LLC | 0.00% | Reduce -86.7% | 2 | $153 |
| 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.