iShares Core S&P U.S. ValueIUSVETF
13F holders, Q2 2025 (June 30)729holders −5
45new positions
51sold out
4famous investors
$94.64avg. 13F price*
At the end of Q2 2025, 729 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, down 5 from Q1 2025. 45 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($7.0B), LPL Financial LLC ($1.4B) and Morgan Stanley ($853.2M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $79.5M |
| Exits | 51 | $200.9M |
All 13F filers, Q1 2025 → Q2 2025: 8,318,175 shares bought and 9,486,322 shares sold, net −1,168,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 729 holders
| Bank of America Corp. | 0.57% | Add +3.0% | 74,402,651 | $7.0B |
| LPL Financial LLC | 0.48% | Add +5.2% | 15,189,334 | $1.4B |
| Morgan Stanley | 0.06% | Reduce -1.8% | 9,016,283 | $853.2M |
| Jones Financial Companies LLLP | 0.41% | Add +17.9% | 5,698,055 | $536.8M |
| Envestnet Asset Management Inc. | 0.14% | Add +14.2% | 5,252,441 | $497.0M |
| Blue Trust, Inc. | 5.42% | Add +1.6% | 4,856,346 | $459.6M |
| Signaturefd, LLC | 7.24% | Add +0.5% | 4,483,865 | $424.3M |
| Aspiriant, LLC | 10.76% | Add +1.4% | 3,576,178 | $338.4M |
| Kestra Investment Management, LLC | 8.71% | Reduce -45.1% | 3,036,844 | $287.4M |
| Merit Financial Group, LLC | 2.42% | Reduce -5.0% | 2,288,487 | $216.6M |
| JPMorgan Chase & Co. | 0.01% | Add +2.1% | 2,072,304 | $196.1M |
| UBS Group AG | 0.03% | Reduce -0.8% | 1,606,861 | $152.1M |
| Raymond James Financial Inc. | 0.05% | Add +6.3% | 1,505,339 | $142.5M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -13.9% | 1,389,971 | $131.5M |
| Royal Bank of Canada | 0.03% | Add +5.8% | 1,375,617 | $130.2M |
| Modera Wealth Management, LLC | 1.48% | Add +24.5% | 1,261,168 | $119.3M |
| Wells Fargo & Company | 0.02% | Reduce -14.0% | 1,133,601 | $107.3M |
| Blair William & Co. | 0.28% | Reduce -7.8% | 1,049,440 | $99.3M |
| Benjamin Edwards Inc. | 1.22% | Add +4.2% | 1,013,017 | $95.9M |
| Auto-Owners Insurance Co | 1.82% | Add +68.2% | 864,000 | $81.8M |
| BlackRock, Inc. | 0.00% | Reduce -47.3% | 863,674 | $81.7M |
| Canandaigua National Bank & Trust Co. | 7.20% | Add +2.3% | 818,997 | $77.5M |
| Principal Securities, Inc. | 1.30% | Add +117.5% | 733,140 | $69.4M |
| Natixis Advisors, LLC | 0.11% | Add +14.4% | 719,348 | $68.1M |
| Cwm, LLC | 0.23% | Reduce -1.6% | 675,733 | $63.9M |
| Allworth Financial LP | 0.30% | Reduce -2.9% | 652,652 | $61.8M |
| Tanglewood Legacy Advisors, LLC | 24.29% | Add +2.7% | 625,593 | $59.2M |
| McGlone Suttner Wealth Management, Inc. | 8.77% | Add +3.3% | 613,488 | $58.1M |
| HighTower Advisors, LLC | 0.07% | Reduce -10.2% | 601,356 | $56.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.1% | 574,965 | $54.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.4% | 566,693 | $53.6M |
| Allspring Global Investments Holdings, LLC | 0.09% | Add +5.8% | 545,632 | $51.6M |
| Osaic Holdings, Inc. | 0.09% | Reduce -9.3% | 506,974 | $48.0M |
| Cetera Investment Advisers | 0.08% | Add +2.6% | 478,921 | $45.3M |
| FMR LLC | 0.00% | Add +0.5% | 477,610 | $45.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +0.7% | 460,242 | $44.3M |
| Townsend & Associates, Inc | 4.27% | Reduce -1.5% | 443,565 | $43.1M |
| Corient Private Wealth LP | 0.06% | Reduce -43.3% | 455,418 | $43.1M |
| Ameriprise Financial Inc. | 0.01% | Add +1.3% | 419,326 | $39.7M |
| Venturi Wealth Management, LLC | 1.94% | Reduce -65.8% | 414,772 | $39.2M |
| Nadler Financial Group, Inc. | 3.98% | Add +0.6% | 410,332 | $38.8M |
| Focus Partners Wealth | 0.08% | Reduce -2.6% | 402,269 | $38.1M |
| Veracity Capital LLC | 12.29% | Add +5.9% | 374,243 | $35.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.2% | 365,071 | $34.5M |
| Kestra Private Wealth Services, LLC | 0.49% | Reduce -1.0% | 358,170 | $33.9M |
| Flagship Harbor Advisors, LLC | 1.60% | Add +6.7% | 356,621 | $33.7M |
| Atlantic Union Bankshares Corp | 0.76% | New | 353,716 | $33.5M |
| Private Advisor Group, LLC | 0.18% | Add +2.5% | 349,653 | $33.1M |
| Hantz Financial Services, Inc. | 0.52% | Reduce -3.2% | 342,956 | $32.5M |
| Avantax Advisory Services, Inc. | 0.16% | Add +1.9% | 317,175 | $30.0M |
| GDS Wealth Management | 2.17% | Reduce -15.1% | 314,844 | $29.8M |
| Howe & Rusling Inc. | 2.17% | Add +15.8% | 310,093 | $29.3M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +3.2% | 292,029 | $27.6M |
| ForthRight Wealth Management, LLC | 8.61% | Add +2.1% | 291,869 | $27.6M |
| Madison Wealth Partners, Inc | 5.94% | Add +2.4% | 287,645 | $27.2M |
| MML Investors Services, LLC | 0.08% | Add +3.5% | 286,787 | $27.1M |
| Drake & Associates, LLC | 6.56% | Add +4.7% | 283,028 | $26.8M |
| Southern Capital Advisors, LLC | 13.61% | Add +2.1% | 281,281 | $26.6M |
| Waldron Private Wealth LLC | 1.09% | New | 263,908 | $25.0M |
| DDFG, Inc | 6.16% | Add +1.1% | 258,636 | $24.5M |
| PCA Investment Advisory Services Inc. | 10.25% | Add +7.8% | 257,007 | $24.3M |
| Creative Financial Designs Inc. | 1.71% | Add +17.4% | 251,187 | $23.8M |
| Vident Advisory, LLC | 0.26% | Reduce -5.0% | 248,808 | $23.5M |
| Garde Capital, Inc. | 1.24% | Add +3.6% | 244,102 | $23.1M |
| Strategies Wealth Advisors, LLC | 2.36% | Add +34.4% | 228,592 | $21.6M |
| Steele Capital Management, Inc. | 0.98% | Add +2.5% | 215,069 | $20.4M |
| SkyOak Wealth, LLC | 3.93% | Add +2.2% | 206,758 | $19.6M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +39.1% | 206,385 | $19.5M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -6.7% | 203,963 | $19.3M |
| Ironwood Wealth Management, Inc. | 8.90% | Reduce -0.1% | 196,976 | $18.8M |
| Salus Financial Advisors, LLC | 12.54% | Add +7.6% | 197,166 | $18.7M |
| Equitable Holdings, Inc. | 0.15% | Add +1.3% | 196,419 | $18.6M |
| Integrated Advisors Network LLC | 0.84% | Add +863.1% | 195,674 | $18.5M |
| Petix & Botte Co | 4.39% | Reduce -4.6% | 189,108 | $17.9M |
| Atria Wealth Solutions, Inc. | 0.40% | Add +54.6% | 185,593 | $17.9M |
| Atria Investments, Inc | 0.20% | Reduce -3.4% | 177,943 | $16.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +29.5% | 170,877 | $16.2M |
| Richard W. Paul & Associates, LLC | 5.54% | Add +0.5% | 161,976 | $15.3M |
| Centaurus Financial, Inc. | 0.89% | Add +0.2% | 160,792 | $15.2M |
| High Probability Advisors, LLC | 2.27% | Add +8.2% | 160,617 | $15.2M |
| Financial Partners Group, Inc | 2.10% | Add +5.6% | 160,169 | $15.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -0.3% | 160,136 | $15.2M |
| Crescent Grove Advisors, LLC | 1.47% | Add +0.2% | 160,119 | $15.2M |
| TD Private Client Wealth LLC | 0.37% | Reduce -7.9% | 159,729 | $15.1M |
| Birchcreek Wealth Management, LLC | 8.23% | Add +6.3% | 153,447 | $14.5M |
| LaSalle St. Investment Advisors, LLC | 3.96% | Add +5.3% | 152,664 | $14.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -17.3% | 151,840 | $14.4M |
| Financial Advocates Investment Management | 1.14% | Add +3.4% | 148,062 | $14.0M |
| Legacy Financial Group LLC | 1.91% | Add +20.7% | 144,594 | $13.7M |
| Global Strategic Investment Solutions, LLC | 1.46% | Reduce -2.3% | 144,275 | $13.7M |
| Cosner Financial Group, LLC | 7.42% | Reduce -2.4% | 140,852 | $13.3M |
| Creative Planning | 0.01% | Reduce -7.9% | 138,741 | $13.1M |
| Mfa Wealth Advisors, LLC | 3.07% | Reduce -3.0% | 138,340 | $13.1M |
| Carl P. Sherr & Co., LLC | 6.39% | Add +0.4% | 133,509 | $12.6M |
| Per Stirling Capital Management, LLC. | 1.65% | Add +1.0% | 133,465 | $12.6M |
| Fortress Financial Group, LLC | 10.62% | Reduce -6.0% | 132,556 | $12.5M |
| Stifel Financial Corp. | 0.01% | Reduce -8.4% | 131,135 | $12.4M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +2.8% | 127,763 | $12.1M |
| Sigma Planning Corp | 0.36% | Add +1.8% | 126,230 | $11.9M |
| Independence Financial Advisors, LLC | 4.63% | Reduce -66.4% | 125,915 | $11.9M |
| Confluence Investment Management LLC | 0.17% | Add +63.9% | 125,563 | $11.9M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +1.0% | 124,246 | $11.8M |
| Truist Financial Corp. | 0.02% | Reduce -0.1% | 123,300 | $11.7M |
| Amplius Wealth Advisors, LLC | 1.07% | Reduce -0.1% | 121,265 | $11.5M |
| Certified Advisory Corp | 1.18% | Add +0.6% | 120,189 | $11.4M |
| NewEdge Advisors, LLC | 0.06% | Add +197.2% | 119,799 | $11.3M |
| Gallagher Fiduciary Advisors, LLC | 0.43% | Add +2.1% | 117,457 | $11.1M |
| Modern Wealth Management, LLC | 0.27% | Add +18.0% | 117,380 | $11.1M |
| Symphony Financial, Ltd. Co. | 1.45% | Add +5.1% | 100,276 | $11.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +4.0% | 116,496 | $11.0M |
| Roberts Financial Services LLC | 3.73% | Reduce -4.7% | 114,413 | $10.8M |
| Tortoise Investment Management, LLC | 1.03% | Reduce -5.0% | 114,365 | $10.8M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -1.4% | 113,848 | $10.8M |
| Lutz Financial Services LLC | 0.83% | Add +1.9% | 113,419 | $10.7M |
| Main Street Financial Solutions, LLC | 0.77% | Add +17.7% | 111,497 | $10.6M |
| Integrated Wealth Concepts LLC | 0.10% | Add +0.1% | 107,401 | $10.2M |
| Dynamic Advisor Solutions LLC | 0.31% | Add +3.2% | 104,510 | $9.9M |
| Robinson Smith Wealth Advisors LLC | 7.64% | Reduce -0.2% | 100,981 | $9.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.8% | 100,661 | $9.5M |
| Quent Capital, LLC | 0.91% | Reduce -3.4% | 99,878 | $9.5M |
| Mariner, LLC | 0.01% | Add +8.0% | 97,942 | $9.3M |
| Integrity Alliance, Llc. | 0.50% | Add +2.3% | 96,566 | $9.1M |
| Sapient Capital LLC | 0.16% | Add +0.2% | 95,643 | $9.1M |
| Savant Capital, LLC | 0.06% | Reduce -11.3% | 92,147 | $8.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -73.7% | 91,744 | $8.7M |
| Financial Council, LLC | 4.17% | Add +0.2% | 91,437 | $8.7M |
| Corepath Wealth Partners LLC | 7.26% | Reduce -0.5% | 89,373 | $8.6M |
| Eldridge Investment Advisors, Inc. | 1.80% | Reduce -0.1% | 90,976 | $8.6M |
| Charter Oak Capital Management, LLC | 0.71% | Add +5.0% | 88,656 | $8.4M |
| Curi Capital, LLC | 0.16% | Add +152.2% | 87,889 | $8.3M |
| ICONIQ Capital, LLC | 0.14% | Reduce -2.0% | 85,842 | $8.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 85,800 | $8.1M |
| Alpha Zero LLC | 5.09% | Add +15.2% | 82,523 | $7.8M |
| Ameritas Advisory Services, LLC | 0.38% | Reduce -43.3% | 77,998 | $7.4M |
| HighMark Wealth Management LLC | 3.58% | Add +0.1% | 77,295 | $7.3M |
| Columbus Macro, LLC | 0.89% | Reduce -7.4% | 76,692 | $7.3M |
| Motive Wealth Advisors | 3.29% | Add +3.2% | 76,314 | $7.2M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -4.6% | 76,185 | $7.2M |
| Zuckerman Investment Group, LLC | 0.70% | Add +22.6% | 75,825 | $7.2M |
| Foundry Financial Group, Inc. | 4.08% | Add +1.5% | 75,774 | $7.2M |
| Trek Financial, LLC | 0.48% | Reduce -70.5% | 75,632 | $7.2M |
| EP Wealth Advisors, LLC | 0.05% | Add +101.0% | 75,182 | $7.1M |
| IFG Advisory, LLC | 0.35% | Add +10.8% | 74,127 | $7.0M |
| Legacy Solutions, LLC | 6.66% | Add +2.0% | 73,408 | $6.9M |
| Eaton Financial Holdings Company, LLC | 2.10% | Reduce -36.8% | 72,173 | $6.8M |
| Canvas Wealth Advisors, LLC | 1.33% | Add +1.8% | 69,620 | $6.7M |
| PrairieView Partners, LLC | 0.63% | Add +9.0% | 68,988 | $6.5M |
| Valmark Advisers, Inc. | 0.09% | Add +16.6% | 68,898 | $6.5M |
| Canandaigua National Trust Co of Florida | 4.59% | Add +15.6% | 68,178 | $6.5M |
| TD Waterhouse Canada Inc. | 0.04% | Add +11.4% | 64,972 | $6.2M |
| Beam Wealth Advisors, Inc. | 1.84% | Reduce -19.5% | 65,104 | $6.2M |
| Able Wealth Management LLC | 3.03% | Add +2.7% | 63,390 | $6.0M |
| Global Retirement Partners, LLC | 0.14% | — | 59,945 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -8.5% | 59,823 | $5.7M |
| Defined Wealth Management, LLC | 3.41% | Reduce -4.5% | 58,194 | $5.5M |
| Mutual Advisors, LLC | 0.14% | Add +5.0% | 56,477 | $5.5M |
| Variant Private Wealth, LLC | 5.68% | Add +1.0% | 57,866 | $5.5M |
| 180 Wealth Advisors, LLC | 0.75% | Reduce -1.1% | 56,816 | $5.4M |
| SCS Capital Management LLC | 0.06% | Reduce -2.0% | 56,695 | $5.4M |
| Comerica Bank | 0.02% | Add +10.4% | 55,924 | $5.3M |
| Captrust Financial Advisors | 0.01% | Add +0.0% | 54,991 | $5.2M |
| Howland Capital Management LLC | 0.21% | No change | 54,270 | $5.1M |
| Spire Wealth Management | 0.18% | Reduce -4.4% | 53,657 | $5.1M |
| USAdvisors Wealth Management, LLC | 1.87% | Add +1.4% | 53,094 | $5.0M |
| Endowment Wealth Management, Inc. | 2.58% | Add +27.7% | 52,937 | $5.0M |
| Stevens Capital Partners | 1.79% | Reduce -0.0% | 52,473 | $5.0M |
| Sunbelt Securities, Inc. | 0.43% | Reduce -4.7% | 52,703 | $4.9M |
| Weil Company, Inc. | 1.28% | Reduce -83.2% | 51,355 | $4.9M |
| Perigon Wealth Management, LLC | 0.11% | Add +2.6% | 50,607 | $4.8M |
| Breakwater Capital Group | 0.78% | Reduce -0.1% | 50,506 | $4.8M |
| Eley Financial Management, Inc | 1.82% | Add +0.1% | 50,220 | $4.8M |
| Forefront Wealth Partners, LLC | 3.18% | Add +1.4% | 50,069 | $4.6M |
| US Bancorp \de | 0.01% | Reduce -1.2% | 47,943 | $4.5M |
| Summit Wealth Partners, LLC | 0.86% | Add +18.5% | 47,821 | $4.5M |
| Asset Management Group, Inc. | 0.78% | Add +0.5% | 47,356 | $4.5M |
| Summit Financial, LLC | 0.10% | Add +17.8% | 46,893 | $4.4M |
| Elm Partners Management LLC | 0.25% | Reduce -10.3% | 45,739 | $4.3M |
| Old Mission Investment Co LLC | 1.16% | Reduce -0.2% | 44,835 | $4.2M |
| M&T Bank Corp | 0.01% | Add +3.1% | 44,585 | $4.2M |
| IHT Wealth Management, LLC | 0.12% | Reduce -10.6% | 44,264 | $4.2M |
| Family Capital Management, Inc. | 2.13% | Add +15.9% | 42,864 | $4.1M |
| Northern Trust Corp. | 0.00% | Add +167.8% | 40,954 | $3.9M |
| Deutsche Bank AG | 0.00% | Add +80.9% | 40,887 | $3.9M |
| Wealth Management Partners, LLC | 1.35% | Add +0.6% | 40,038 | $3.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.20% | Reduce -4.8% | 39,748 | $3.8M |
| Windward Private Wealth Management Inc. | 1.35% | Add +18.6% | 39,678 | $3.8M |
| Bailard, Inc. | 0.08% | Add +4.5% | 37,857 | $3.6M |
| Hilltop Wealth Advisors, LLC | 2.00% | Add +6.7% | 37,626 | $3.6M |
| Silver Oak Securities, Incorporated | 0.29% | Add +2.7% | 36,973 | $3.5M |
| RDA Financial Network | 0.94% | Add +2.7% | 36,587 | $3.5M |
| Equity Investment Corp. | 0.08% | Add +20.9% | 36,332 | $3.4M |
| Greenline Partners, LLC | 0.45% | Add +190.2% | 35,658 | $3.4M |
| WJ Wealth Management, LLC | 1.05% | Reduce -0.0% | 35,080 | $3.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.21% | Reduce -5.2% | 34,801 | $3.3M |
| &partners | 0.03% | Reduce -6.8% | 34,739 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -48.7% | 34,577 | $3.3M |
| Vestmark Advisory Solutions, Inc. | 0.05% | New | 34,198 | $3.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.64% | Reduce -3.1% | 34,094 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +33.2% | 33,290 | $3.2M |
| Denver PWM, LLC | 0.97% | Reduce -1.4% | 32,954 | $3.1M |
| Oppenheimer & Co. Inc. | 0.04% | Add +2.1% | 32,948 | $3.1M |
| Gotham Asset Management | 0.02% | No change | 32,898 | $3.1M |
| Tobias Financial Advisors, Inc. | 0.52% | New | 32,038 | $3.0M |
| Family Manage LLC | 0.45% | Reduce -7.0% | 31,083 | $2.9M |
| Renaissance Technologies | 0.00% | New | 31,000 | $2.9M |
| Catalyst Private Wealth, LLC | 1.30% | Add +46.5% | 30,878 | $2.9M |
| Caliber Wealth Management, LLC / KS | 0.31% | Reduce -1.5% | 30,325 | $2.9M |
| Atlas Capital Advisors Inc. | 0.35% | Reduce -18.4% | 30,176 | $2.9M |
| Valpey Financial Services, LLC | 1.97% | — | 30,174 | $2.9M |
| 17 Capital Partners, LLC | 1.62% | Add +1.8% | 29,603 | $2.8M |
| Citigroup Inc. | 0.00% | Add +10.4% | 29,341 | $2.8M |
| SOL Capital Management CO | 0.27% | Add +513.7% | 29,150 | $2.8M |
| Guidance Point Advisors, LLC | 0.73% | Add +1.2% | 28,967 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -2.7% | 28,686 | $2.7M |
| Montag A & Associates Inc. | 0.13% | Add +27.9% | 28,525 | $2.7M |
| Eagle Strategies LLC | 0.39% | Add +1.6% | 26,924 | $2.5M |
| Sterling Wealth Management, Inc. | 0.86% | — | 26,728 | $2.5M |
| New Wave Wealth Advisors LLC | 1.07% | Add +3.0% | 26,689 | $2.5M |
| Cerity Partners LLC | 0.00% | Reduce -12.6% | 26,317 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -43.2% | 25,981 | $2.5M |
| Centricity Wealth Management, LLC | 1.96% | Add +1.9% | 25,892 | $2.5M |
| General Partner, Inc. | 1.42% | No change | 25,634 | $2.4M |
| Wealth Advisors of Iowa, LLC | 0.91% | Add +0.1% | 25,592 | $2.4M |
| ZWJ Investment Counsel Inc. | 0.09% | Add +1.3% | 25,242 | $2.4M |
| Valley Forge Investment Consultants Inc. Adv | 0.75% | Reduce -0.1% | 24,712 | $2.3M |
| Life Planning Partners, Inc | 1.84% | No change | 24,491 | $2.3M |
| Prospera Financial Services Inc | 0.04% | Add +1.1% | 24,437 | $2.3M |
| Moloney Securities Asset Management, LLC | 0.28% | Reduce -0.2% | 24,172 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.2% | 24,081 | $2.3M |
| Vantage Financial Partners, LLC | 0.52% | Reduce -41.4% | 23,931 | $2.3M |
| Regal Investment Advisors LLC | 0.17% | No change | 23,910 | $2.3M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 23,745 | $2.2M |
| MFA Wealth Services | 1.68% | Add +3.0% | 23,663 | $2.2M |
| Matauro, LLC | 0.42% | Reduce -5.1% | 23,504 | $2.2M |
| Geneos Wealth Management Inc. | 0.05% | Add +2.9% | 23,242 | $2.2M |
| Silver Lake Advisory, LLC | 0.93% | Reduce -1.6% | 23,133 | $2.2M |
| Private Trust Co. NA | 0.21% | Add +1.4% | 23,106 | $2.2M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -32.5% | 22,923 | $2.2M |
| Crestwood Advisors Group, LLC | 0.04% | Add +4.4% | 22,811 | $2.2M |
| VestGen Advisors, LLC | 0.09% | Reduce -1.3% | 22,626 | $2.1M |
| XY Planning Network, Inc. | 0.73% | Reduce -1.1% | 22,509 | $2.1M |
| Rwa Wealth Partners, LLC | 0.03% | Add +18.9% | 22,060 | $2.1M |
| Cahill Financial Advisors Inc. | 0.26% | Add +0.4% | 21,921 | $2.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -2.0% | 21,660 | $2.0M |
| Mgo One Seven LLC | 0.06% | Reduce -48.8% | 21,251 | $2.0M |
| Glenmede Investment Management, LP | 0.01% | — | 20,918 | $2.0M |
| Legacy Financial Strategies, LLC | 0.39% | No change | 20,745 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.4% | 20,438 | $1.9M |
| Sutton Place Investors LLC | 1.16% | Add +0.5% | 20,314 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +154.0% | 19,832 | $1.9M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -6.0% | 19,794 | $1.9M |
| TL Private Wealth | 0.78% | Reduce -1.0% | 19,590 | $1.9M |
| Western Wealth Management, LLC | 0.11% | Reduce -13.1% | 19,753 | $1.9M |
| First Heartland Consultants, Inc. | 0.17% | Add +0.2% | 19,720 | $1.9M |
| Magnolia Capital Advisors LLC | 0.46% | Reduce -1.3% | 19,468 | $1.8M |
| Axxcess Wealth Management, LLC | 0.04% | Add +551.6% | 19,372 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.13% | Add +4.7% | 19,301 | $1.8M |
| NWF Advisory Services Inc. | 0.21% | Reduce -15.3% | 18,924 | $1.8M |
| Traub Capital Management LLC | 1.57% | — | 17,916 | $1.7M |
| Synergy Investment Management, LLC | 1.01% | Reduce -68.5% | 17,626 | $1.7M |
| Uptick Partners, LLC | 0.47% | No change | 17,450 | $1.7M |
| Liberty One Investment Management, LLC | 0.17% | Add +1.3% | 17,431 | $1.6M |
| AQR Capital Management | 0.00% | Add +72.2% | 17,302 | $1.6M |
| Diversify Advisory Services, LLC | 0.06% | New | 16,437 | $1.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.58% | Reduce -2.2% | 16,521 | $1.6M |
| Allianz Asset Management GmbH | 0.00% | Add +60.2% | 16,500 | $1.6M |
| TriaGen Wealth Management LLC | 0.47% | Reduce -0.5% | 16,487 | $1.6M |
| Boyd Wealth Management, LLC | 0.67% | Add +49.5% | 16,343 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Add +350.6% | 16,008 | $1.5M |
| Hoxton Planning & Management, LLC | 0.51% | Add +0.5% | 15,448 | $1.5M |
| Ascentis Independent Advisors | 0.27% | Add +23.5% | 15,440 | $1.5M |
| CFO4Life Group, LLC | 0.23% | No change | 15,423 | $1.5M |
| Ieq Capital, LLC | 0.01% | Reduce -36.1% | 15,152 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Reduce -3.0% | 14,912 | $1.4M |
| Sovereign Financial Group, Inc. | 0.29% | Reduce -1.5% | 14,806 | $1.4M |
| Dean Investment Associates, LLC | 0.21% | No change | 14,756 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -1.0% | 14,724 | $1.4M |
| HRT Financial LP | 0.01% | Add +46.2% | 14,174 | $1.3M |
| 1900 Wealth Management LLC | 0.10% | Reduce -3.1% | 14,128 | $1.3M |
| Syon Capital LLC | 0.09% | Reduce -24.6% | 13,848 | $1.3M |
| Next Capital Management LLC | 0.47% | Add +1.9% | 13,547 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.10% | No change | 13,298 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +0.9% | 13,250 | $1.3M |
| Rik Saylor Financial, Inc. | 0.96% | Reduce -0.6% | 13,231 | $1.3M |
| Wealthquest Corp | 0.10% | Reduce -0.6% | 13,217 | $1.3M |
| Maryland Capital Advisors Inc. | 0.49% | Add +0.1% | 13,208 | $1.2M |
| Prism Advisors, Inc. | 0.36% | No change | 13,200 | $1.2M |
| Collective Family Office LLC | 0.32% | Reduce -1.8% | 13,093 | $1.2M |
| American State Bank (Iowa) | 0.68% | Reduce -1.3% | 12,899 | $1.2M |
| Carr Financial Group Corp | 0.35% | Add +0.5% | 12,466 | $1.2M |
| Narus Financial Partners, LLC | 0.36% | Add +0.1% | 12,215 | $1.2M |
| Potentia Wealth | 0.66% | No change | 12,173 | $1.2M |
| Phillips Financial Management, LLC | 0.08% | No change | 11,896 | $1.1M |
| Brickley Wealth Management | 0.22% | No change | 11,806 | $1.1M |
| Evermay Wealth Management LLC | 0.14% | Reduce -8.8% | 11,691 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -79.9% | 11,675 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -13.2% | 11,547 | $1.1M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -4.3% | 11,478 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.25% | Add +24.2% | 11,040 | $1.0M |
| Elevate Wealth Advisory, Inc. | 0.74% | Reduce -3.8% | 11,006 | $1.0M |
| Argent Trust Co | 0.04% | Reduce -4.9% | 10,922 | $1.0M |
| Apollon Financial, LLC | 0.22% | Add +53.2% | 10,866 | $1.0M |
| White Pine Capital LLC | 0.33% | Reduce -3.0% | 10,858 | $1.0M |
| Aprio Wealth Management, LLC | 0.11% | Reduce -17.1% | 10,720 | $1.0M |
| Sachetta, LLC | 0.40% | Reduce -1.1% | 10,653 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Reduce -9.2% | 10,473 | $991K |
| One Day In July LLC | 0.09% | Add +11.9% | 10,406 | $985K |
| Lido Advisors, LLC | 0.01% | Add +1.2% | 10,372 | $982K |
| Thrivent Financial for Lutherans | 0.00% | Add +340.0% | 10,221 | $967K |
| Verus Capital Partners, LLC | 0.09% | Reduce -7.6% | 10,149 | $960K |
| Lansing Street Advisors | 0.29% | Add +0.3% | 10,145 | $960K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +2.6% | 10,130 | $959K |
| Perennial Investment Advisors, LLC | 0.09% | Add +4.9% | 10,083 | $954K |
| Assetmark, Inc. | 0.00% | Reduce -16.9% | 9,914 | $938K |
| One Charles Private Wealth Services, LLC | 0.26% | No change | 9,897 | $937K |
| Mitchell McLeod Pugh & Williams Inc. | 0.17% | Reduce -2.0% | 9,881 | $935K |
| WMG Financial Advisors, LLC | 0.35% | Reduce -11.5% | 9,865 | $934K |
| Patten Group, Inc. | 0.20% | Reduce -11.5% | 9,830 | $930K |
| R. W. Roge & Company, Inc. | 0.52% | Add +6.0% | 9,748 | $922K |
| Northwest Wealth Management, LLC | 0.17% | Reduce -6.5% | 9,654 | $914K |
| Beck Bode, LLC | 0.15% | Reduce -32.9% | 9,625 | $911K |
| World Investment Advisors | 0.02% | Reduce -6.9% | 9,570 | $906K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.7% | 9,540 | $903K |
| Commerce Bank | 0.01% | Reduce -4.9% | 9,461 | $895K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +34.8% | 9,246 | $875K |
| Pure Financial Advisors, LLC | 0.02% | Add +5.7% | 9,197 | $870K |
| Verity Asset Management, Inc. | 0.42% | Reduce -48.7% | 9,184 | $869K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +41.8% | 9,101 | $861K |
| Talisman Wealth Advisors LLC | 0.77% | Add +0.7% | 8,923 | $844K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 8,767 | $830K |
| Nwam LLC | 0.05% | Add +5.6% | 8,579 | $818K |
| Occidental Asset Management, LLC | 0.11% | Reduce -51.3% | 8,646 | $818K |
| Beirne Wealth Consulting Services, LLC | 0.26% | Reduce -8.8% | 8,552 | $809K |
| CW Advisors, LLC | 0.01% | Add +96.2% | 8,532 | $808K |
| Interchange Capital Partners, LLC | 0.19% | Add +0.4% | 8,480 | $802K |
| Empirical Asset Management, LLC | 0.24% | No change | 8,315 | $787K |
| William Howard & Co Financial Advisors Inc | 0.67% | Reduce -5.5% | 8,056 | $762K |
| Citadel Advisors | 0.00% | Reduce -88.5% | 8,052 | $762K |
| ERn Financial, LLC | 0.16% | Add +0.0% | 7,828 | $741K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.6% | 7,676 | $726K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +21.2% | 7,670 | $726K |
| Verdence Capital Advisors LLC | 0.05% | Add +0.3% | 7,546 | $714K |
| Whittier Trust Co. | 0.01% | No change | 7,498 | $710K |
| Fiduciary Advisors, Inc. | 0.62% | Add +1.4% | 7,433 | $703K |
| Innovative Wealth Building LLC | 0.58% | Reduce -46.4% | 7,418 | $702K |
| Towne Trust Company, N.A | 0.24% | Add +11.3% | 7,365 | $697K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -87.5% | 7,515 | $695K |
| Tiaa Trust, National Association | 0.00% | Add +2.2% | 7,213 | $683K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -48.4% | 7,161 | $678K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -13.5% | 7,099 | $672K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +39.4% | 7,082 | $670K |
| Coordinated Financial Services, Inc. | 0.47% | — | 7,045 | $667K |
| Moneco Advisors, LLC | 0.06% | Reduce -0.7% | 7,026 | $665K |
| Firestone Capital Management | 0.15% | No change | 6,942 | $657K |
| St Germain D J Co. Inc. | 0.03% | Add +78.9% | 6,804 | $644K |
| Regimen Wealth, LLC | 0.20% | Add +0.5% | 6,670 | $631K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 6,633 | $628K |
| Waterloo Capital, L.P. | 0.05% | Reduce -5.1% | 6,625 | $627K |
| Trust Point Inc. | 0.06% | No change | 6,600 | $625K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.4% | 6,583 | $623K |
| Barnes Wealth Management Group, Inc | 0.36% | Reduce -2.9% | 6,520 | $617K |
| Brooklyn Investment Group | 0.08% | Add +3688.3% | 6,478 | $613K |
| Sterling Capital Management LLC | 0.01% | Add +1.2% | 6,388 | $604K |
| Dentgroup LLC | 0.41% | Reduce -30.5% | 6,274 | $594K |
| Victory Financial Group, LLC | 0.09% | Reduce -9.7% | 6,269 | $593K |
| Cascade Financial Partners, LLC | 0.07% | New | 6,233 | $590K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -31.5% | 6,194 | $586K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,164 | $583K |
| Essex Financial Services, Inc. | 0.04% | Reduce -2.8% | 6,156 | $583K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -3.5% | 6,021 | $570K |
| Fifth Third Securities, Inc. | 0.04% | Add +12.1% | 6,013 | $569K |
| Jamison Private Wealth Management, Inc. | 0.08% | New | 5,943 | $562K |
| Arax Advisory Partners | 0.03% | Reduce -13.4% | 5,561 | $562K |
| Roble, Belko & Company, Inc | 0.08% | Add +0.5% | 5,915 | $560K |
| Annex Advisory Services, LLC | 0.01% | No change | 5,866 | $555K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.2% | 5,804 | $549K |
| MAI Capital Management | 0.00% | Reduce -0.6% | 5,796 | $549K |
| German American Bancorp, Inc. | 0.05% | Reduce -1.3% | 5,792 | $548K |
| Brown Advisory Inc. | 0.00% | No change | 5,763 | $545K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +14.2% | 5,723 | $542K |
| XML Financial, LLC | 0.05% | Add +3.2% | 5,720 | $541K |
| Dynamic Financial Group | 0.52% | Add +12.3% | 5,683 | $538K |
| Richmond Investment Services, LLC | 0.11% | New | 5,637 | $533K |
| Hobbs Group Advisors, LLC | 0.18% | Reduce -4.5% | 5,616 | $531K |
| Prudent Investors Network, Inc. | 0.14% | No change | 5,577 | $528K |
| Graypoint LLC | 0.03% | Add +0.1% | 5,512 | $522K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.4% | 5,509 | $521K |
| Essex Bank | 0.12% | No change | 5,494 | $520K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 5,385 | $510K |
| Legacy Edge Advisors, LLC | 0.07% | New | 5,297 | $501K |
| Forte Asset Management LLC | 0.26% | No change | 5,288 | $500K |
| Becker Capital Management Inc. | 0.02% | Reduce -2.6% | 5,260 | $498K |
| Impact Partnership Wealth, LLC | 0.09% | Reduce -15.8% | 5,247 | $497K |
| Pathstone Holdings, LLC | 0.00% | Add +0.4% | 5,240 | $496K |
| Awm Capital, LLC | 0.05% | Reduce -1.7% | 5,216 | $494K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.1% | 5,196 | $492K |
| Boreal Capital Management LLC | 0.47% | — | 5,142 | $487K |
| BTC Capital Management, Inc. | 0.04% | No change | 5,140 | $486K |
| Flagstar Securities, Inc. | 0.13% | Reduce -9.3% | 5,122 | $485K |
| DGS Capital Management, LLC | 0.10% | Reduce -12.6% | 5,064 | $479K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -22.3% | 5,059 | $479K |
| Mascoma Wealth Management LLC | 0.11% | Reduce -13.7% | 5,042 | $477K |
| Insigneo Advisory Services, LLC | 0.04% | Add +57.9% | 5,036 | $477K |
| Fortis Advisors, LLC | 0.30% | Reduce -49.7% | 5,000 | $473K |
| Sweeney & Michel, LLC | 0.17% | Add +0.5% | 4,891 | $470K |
| Park Avenue Securities LLC | 0.00% | New | 4,942 | $468K |
| AE Wealth Management LLC | 0.00% | Add +19.9% | 4,932 | $467K |
| Simplicity Wealth,LLC | 0.02% | New | 4,926 | $466K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,902 | $464K |
| GWN Securities Inc. | 0.09% | Reduce -1.2% | 4,882 | $463K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -1.9% | 4,885 | $462K |
| Tompkins Financial Corp. | 0.04% | No change | 4,883 | $462K |
| Bank of Montreal | 0.00% | Add +32.9% | 4,863 | $460K |
| Presilium Private Wealth, LLC | 0.09% | Reduce -80.1% | 4,796 | $454K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +10.9% | 4,770 | $451K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,728 | $447K |
| SYM FINANCIAL Corp | 0.05% | No change | 4,690 | $444K |
| Investment Advisory Group, LLC | 0.13% | No change | 4,688 | $444K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.6% | 4,640 | $439K |
| Burk Holdings LLC | 0.27% | No change | 4,621 | $437K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -9.5% | 4,611 | $436K |
| Koesten, Hirschmann & Crabtree, INC. | 0.22% | Reduce -8.2% | 4,594 | $435K |
| Americana Partners, LLC | 0.01% | Reduce -0.6% | 4,568 | $432K |
| Cutler Capital Management, LLC | 0.18% | No change | 4,567 | $432K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -23.3% | 4,546 | $430K |
| Choate Investment Advisors | 0.01% | No change | 4,500 | $426K |
| Cim, LLC | 0.06% | Reduce -0.3% | 4,493 | $425K |
| Norden Group LLC | 0.05% | No change | 4,422 | $418K |
| McIlrath & Eck, LLC | 0.05% | Add +30.1% | 4,412 | $418K |
| Ellis Investment Partners, LLC | 0.08% | Reduce -1.6% | 4,381 | $415K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -0.1% | 4,366 | $413K |
| Augustine Asset Management Inc. | 0.11% | Add +14.3% | 4,357 | $412K |
| Melone Private Wealth, LLC | 0.21% | Reduce -5.0% | 4,367 | $411K |
| Premier Path Wealth Partners, LLC | 0.06% | No change | 4,341 | $411K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.6% | 4,330 | $410K |
| SFG Wealth Management, LLC. | 0.25% | Reduce -0.5% | 4,318 | $409K |
| Bellecapital International Ltd. | 0.07% | No change | 4,291 | $406K |
| Stone House Investment Management, LLC | 0.07% | Reduce -38.0% | 4,247 | $402K |
| Christensen, King & Associates Investment Services, Inc. | 0.18% | Add +0.1% | 4,241 | $401K |
| TFR Capital, LLC. | 0.14% | No change | 4,217 | $399K |
| Watts Gwilliam & Co., LLC | 0.07% | Add +66.5% | 4,016 | $397K |
| BIP Wealth, LLC | 0.02% | Reduce -10.8% | 4,187 | $396K |
| Berry Wealth Group, LP | 0.27% | Add +14.7% | 4,108 | $389K |
| Claro Advisors Inc. | 0.06% | Reduce -10.0% | 4,105 | $388K |
| Patten & Patten Inc. | 0.02% | Add +28.4% | 4,070 | $385K |
| Stephens Inc. | 0.01% | No change | 4,065 | $385K |
| Csenge Advisory Group | 0.02% | Reduce -5.5% | 4,176 | $383K |
| National Bank of Canada | 0.00% | Add +5.5% | 4,008 | $379K |
| Greenleaf Trust | 0.00% | New | 4,003 | $379K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 3,976 | $376K |
| Ritholtz Wealth Management | 0.01% | New | 3,975 | $376K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -0.1% | 3,962 | $375K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 3,938 | $373K |
| Global Assets Advisory, LLC | 0.15% | New | 3,888 | $372K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,919 | $371K |
| Arkadios Wealth Advisors | 0.01% | Add +2.0% | 3,903 | $369K |
| Fielder Capital Group LLC | 0.10% | Reduce -1.3% | 3,896 | $369K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,887 | $368K |
| McGowan Group Asset Management, Inc. | 0.05% | Add +0.5% | 3,855 | $365K |
| Peak Retirement Planning, Inc. | 0.15% | Add +0.5% | 3,826 | $362K |
| Bank of Marin | 0.27% | No change | 3,820 | $361K |
| Clifford Group, LLC | 0.30% | No change | 3,819 | $361K |
| United Advisor Group, LLC | 0.06% | Add +0.6% | 3,798 | $359K |
| StoneX Group Inc. | 0.02% | Add +0.7% | 3,797 | $359K |
| Wealth Alliance, LLC | 0.04% | Add +28.1% | 3,793 | $359K |
| Scotia Capital Inc. | 0.00% | No change | 3,784 | $358K |
| FF Advisors,LLC | 0.19% | No change | 3,772 | $357K |
| Wealthspan Partners, LLC | 0.15% | Reduce -11.8% | 3,732 | $353K |
| Lauterbach Financial Advisors, LLC | 0.19% | Add +42.4% | 3,729 | $353K |
| Zions Bancorporation, National Association | 0.02% | No change | 3,727 | $353K |
| LRI Investments, LLC | 0.03% | No change | 3,703 | $350K |
| Colonial Trust Co / SC | 0.05% | No change | 3,689 | $349K |
| RFG Advisory, LLC | 0.01% | Add +8.7% | 3,651 | $346K |
| Kraft Asset Management, LLC | 0.32% | No change | 3,644 | $345K |
| Investor's Fiduciary Advisor Network, LLC | 0.13% | Reduce -14.5% | 3,627 | $343K |
| Leavell Investment Management, Inc. | 0.02% | No change | 3,623 | $343K |
| American Trust | 0.03% | New | 3,598 | $341K |
| Front Row Advisors LLC | 0.12% | No change | 3,560 | $337K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,555 | $336K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 3,554 | $336K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 3,523 | $333K |
| Bessemer Group Inc. | 0.00% | Reduce -35.1% | 3,505 | $332K |
| Brighton Jones LLC | 0.01% | Add +18.2% | 3,507 | $332K |
| Sheets Smith Wealth Management | 0.04% | Add +0.2% | 3,474 | $329K |
| Alliance Wealth Advisors, LLC | 0.18% | Add +0.1% | 3,465 | $328K |
| Valued Wealth Advisors LLC | 0.17% | Add +146.5% | 3,458 | $327K |
| Vanguard Group Inc. | 0.00% | Add +21.5% | 3,449 | $326K |
| Garrett Wealth Advisory Group, LLC | 0.07% | Reduce -19.1% | 3,425 | $324K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -78.8% | 3,382 | $320K |
| CX Institutional | 0.01% | Add +3.0% | 3,380 | $320K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,373 | $319K |
| Diversified Enterprises, LLC | 0.02% | Reduce -5.2% | 3,373 | $319K |
| Carnegie Investment Counsel | 0.01% | Reduce -9.2% | 3,368 | $319K |
| Valeo Financial Advisors, LLC | 0.01% | Add +8.9% | 3,338 | $316K |
| Austin Private Wealth, LLC | 0.02% | No change | 3,292 | $312K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.1% | 3,260 | $308K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -9.3% | 3,260 | $308K |
| Naples Global Advisors, LLC | 0.03% | No change | 3,231 | $306K |
| Heritage Wealth Management, Inc./Texas | 0.15% | New | 3,226 | $305K |
| CPA Asset Management Group, LLC | 0.13% | No change | 3,180 | $301K |
| Nikulski Financial, Inc. | 0.08% | Reduce -11.3% | 3,157 | $299K |
| Ridgecrest Wealth Partners, LLC | 0.16% | No change | 3,150 | $298K |
| HB Wealth Management, LLC | 0.00% | Reduce -46.2% | 3,132 | $296K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,124 | $296K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 3,119 | $295K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 3,087 | $292K |
| SC&H Financial Advisors, Inc. | 0.05% | Reduce -1.2% | 3,073 | $291K |
| Sound Income Strategies, LLC | 0.02% | Add +615.4% | 3,062 | $290K |
| New Century Financial Group, LLC | 0.34% | Add +16.4% | 3,037 | $287K |
| Asset Dedication, LLC | 0.02% | No change | 3,029 | $287K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +5.1% | 3,014 | $285K |
| Roxbury Financial LLC | 0.28% | Add +2.9% | 3,005 | $284K |
| LongView Wealth Management | 0.09% | Add +21.5% | 3,004 | $284K |
| Compass Ion Advisors, LLC | 0.03% | No change | 2,960 | $280K |
| Bank Ozk | 0.11% | No change | 2,909 | $275K |
| Mullaney, Keating & Wright, Inc. | 0.18% | Add +0.3% | 2,904 | $275K |
| Atala Financial Inc | 0.19% | No change | 2,894 | $274K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -38.0% | 2,886 | $273K |
| Sovran Advisors, LLC | 0.03% | Add +3.0% | 2,804 | $268K |
| Colonial River Investments, LLC | 0.12% | Reduce -6.5% | 2,781 | $268K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Add +0.5% | 2,814 | $266K |
| Hilltop Holdings Inc. | 0.02% | Reduce -94.4% | 2,803 | $265K |
| Pinnacle Associates Ltd. | 0.00% | Add +5.5% | 2,801 | $265K |
| Calton & Associates, Inc. | 0.05% | No change | 2,766 | $262K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -23.6% | 2,759 | $261K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -1.0% | 2,751 | $260K |
| Francis Financial, Inc. | 0.06% | Reduce -14.9% | 2,741 | $259K |
| Heritage Family Offices, LLP | 0.13% | No change | 2,832 | $259K |
| Trilogy Capital Inc. | 0.01% | Add +0.1% | 2,732 | $259K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -26.7% | 2,710 | $256K |
| Peak Planning Group, LLC | 0.16% | No change | 2,704 | $256K |
| Greenhouse Wealth Management, LLC | 0.16% | No change | 2,687 | $254K |
| Headinvest, LLC | 0.05% | No change | 2,673 | $253K |
| Pinnacle Family Advisors, LLC | 0.12% | Add +19.2% | 2,682 | $253K |
| Inspire Advisors, LLC | 0.03% | Add +20.3% | 2,669 | $253K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 2,651 | $251K |
| Elevatus Welath Management | 0.08% | Add +0.1% | 2,628 | $249K |
| IFP Advisors, Inc | 0.01% | Reduce -21.1% | 2,626 | $249K |
| Mason Investment Advisory Services, Inc. | 0.01% | Reduce -3.6% | 2,618 | $248K |
| Aspen Wealth Management LLC | 0.06% | Reduce -2.5% | 2,614 | $247K |
| Klingman & Associates, LLC | 0.01% | No change | 2,607 | $247K |
| Optimum Investment Advisors | 0.11% | No change | 2,600 | $246K |
| Weaver Consulting Group | 0.07% | No change | 2,595 | $246K |
| Watchman Group, Inc. | 0.06% | Reduce -12.8% | 2,594 | $245K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -7.5% | 2,592 | $245K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 2,575 | $244K |
| Alteri Wealth LLC | 0.09% | Add +0.0% | 2,575 | $244K |
| Two Sigma Securities, LLC | 0.03% | Reduce -73.6% | 2,550 | $241K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -5.5% | 2,526 | $239K |
| Evanson Asset Management, LLC | 0.01% | Add +0.5% | 2,513 | $238K |
| Key Financial Inc | 0.05% | Reduce -4.5% | 2,496 | $236K |
| Savvy Advisors, Inc. | 0.02% | New | 2,494 | $236K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,494 | $236K |
| Summit Wealth Group LLC / Co. | 0.06% | — | 2,493 | $236K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +3.6% | 2,489 | $235K |
| North Star Investment Management Corp. | 0.02% | Add +249.5% | 2,485 | $235K |
| Redwood Financial Network Corp | 0.16% | Reduce -0.1% | 2,441 | $231K |
| Oak Asset Management, LLC | 0.08% | Add +3.5% | 2,423 | $229K |
| Manhattan West Asset Management, LLC | 0.05% | Reduce -1.7% | 2,417 | $229K |
| Hopwood Financial Services, Inc. | 0.18% | No change | 2,410 | $228K |
| Prasad Wealth Partners, LLC | 0.07% | Add +1.5% | 2,384 | $226K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 2,371 | $225K |
| Falcon Wealth Planning | 0.02% | New | 2,364 | $224K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | No change | 2,345 | $222K |
| First Trust Advisors LP | 0.00% | Reduce -26.1% | 2,300 | $218K |
| Operose Advisors LLC | 0.06% | No change | 2,292 | $217K |
| Fingerlakes Wealth Management, Inc. | 0.16% | Add +0.4% | 2,290 | $217K |
| Signature Resources Capital Management, LLC | 0.13% | Reduce -20.0% | 2,273 | $215K |
| Accel Wealth Management | 0.07% | No change | 2,253 | $213K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,251 | $213K |
| DAVENPORT & Co LLC | 0.00% | New | 2,228 | $211K |
| Ullmann Wealth Partners Group, LLC | 0.02% | Add +0.3% | 2,216 | $210K |
| Summit Trail Advisors, LLC | 0.00% | New | 2,207 | $209K |
| New England Private Wealth Advisors LLC | 0.03% | New | 2,164 | $208K |
| Transce3nd, LLC | 0.09% | No change | 2,157 | $204K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,151 | $204K |
| McAdam, LLC | 0.01% | Reduce -0.9% | 2,149 | $203K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,145 | $203K |
| Verum Partners LLC | 0.05% | Reduce -9.2% | 2,134 | $202K |
| Onyx Bridge Wealth Group LLC | 0.03% | New | 2,131 | $202K |
| Fourth Dimension Wealth, LLC | 0.09% | Reduce -28.9% | 2,129 | $201K |
| KWB Wealth | 0.02% | Reduce -0.1% | 2,178 | $201K |
| Total Investment Management Inc. | 0.03% | New | 2,105 | $199K |
| MCF Advisors LLC | 0.01% | No change | 2,008 | $190K |
| First Financial Corp. | 0.07% | No change | 1,759 | $166K |
| WealthShield Partners, LLC | 0.02% | No change | 1,750 | $166K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -26.3% | 1,745 | $165K |
| Keystone Financial Group, Inc. | 0.11% | Add +0.5% | 1,727 | $165K |
| Financial Perspectives, Inc | 0.05% | Reduce -0.4% | 1,743 | $165K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.5% | 1,715 | $162K |
| Teachers Insurance & Annuity Association of America | 0.20% | No change | 1,705 | $161K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -43.8% | 1,687 | $160K |
| Fifth Third Bancorp | 0.00% | Add +50.0% | 1,603 | $152K |
| Avion Wealth | 0.03% | No change | 1,499 | $141K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,490 | $141K |
| Larson Financial Group LLC | 0.01% | Reduce -1.8% | 1,467 | $139K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.2% | 1,354 | $128K |
| TD Capital Management LLC | 0.01% | No change | 1,325 | $125K |
| Vermillion Wealth Management, Inc. | 0.06% | New | 1,295 | $123K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.2% | 1,274 | $121K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 1,229 | $116K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,226 | $116K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,189 | $113K |
| Twin Peaks Wealth Advisors, LLC | 0.04% | New | 1,158 | $112K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -11.3% | 1,173 | $111K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -20.6% | 1,171 | $111K |
| IMG Wealth Management, Inc. | 0.08% | No change | 1,138 | $108K |
| Rosenberg Matthew Hamilton | 0.03% | New | 1,136 | $108K |
| Pacifica Partners Inc. | 0.04% | Reduce -7.0% | 1,137 | $107K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,084 | $103K |
| Stephens Consulting, LLC | 0.02% | No change | 1,082 | $102K |
| Arlington Trust Co LLC | 0.02% | Reduce -24.9% | 1,000 | $95K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -7.4% | 974 | $92K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -15.7% | 967 | $92K |
| SouthState Bank Corp | 0.00% | No change | 965 | $91K |
| Park Place Capital Corp | 0.02% | Add +0.5% | 955 | $91K |
| AlphaCore Capital LLC | 0.00% | No change | 923 | $87K |
| 1 North Wealth Services LLC | 0.03% | No change | 900 | $85K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 900 | $85K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -20.5% | 846 | $80K |
| Smartleaf Asset Management LLC | 0.01% | New | 823 | $78K |
| Pineridge Advisors LLC | 0.03% | Add +0.3% | 803 | $76K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -7.6% | 777 | $74K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 773 | $73K |
| First Horizon Advisors, Inc. | 0.00% | No change | 754 | $71K |
| New Republic Capital, LLC | 0.02% | No change | 714 | $68K |
| Pacific Center for Financial Services | 0.02% | No change | 709 | $67K |
| Trust Co. of Vermont | 0.00% | No change | 689 | $65K |
| Kings Path Partners LLC | 0.03% | No change | 675 | $64K |
| Abound Wealth Management | 0.02% | Add +0.1% | 652 | $62K |
| Truvestments Capital LLC | 0.01% | No change | 650 | $62K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +6.4% | 650 | $62K |
| Finley Financial, LLC | 0.03% | No change | 640 | $61K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -3.5% | 635 | $60K |
| Lanark Financial, Inc. | 0.00% | No change | 602 | $56K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 578 | $55K |
| Toth Financial Advisory Corp. | 0.01% | New | 558 | $53K |
| Caldwell Trust Co | 0.01% | No change | 539 | $51K |
| Franklin Resources Inc. | 0.00% | Add +26.0% | 523 | $49K |
| Bogart Wealth, LLC | 0.00% | No change | 519 | $49K |
| Perkins Coie Trust Co | 0.01% | No change | 512 | $48K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 505 | $48K |
| Concord Wealth Partners | 0.01% | Add +0.4% | 499 | $47K |
| Winthrop Capital Management, LLC | 0.01% | No change | 488 | $46K |
| Tsfg, LLC | 0.01% | No change | 487 | $46K |
| Smallwood Wealth Investment Management, LLC | 0.02% | Add +0.5% | 444 | $42K |
| Northwest Capital Management Inc | 0.02% | No change | 443 | $42K |
| Ancora Advisors LLC | 0.00% | No change | 434 | $41K |
| Headlands Technologies LLC | 0.00% | Add +520.3% | 428 | $41K |
| Bank of New Hampshire | 0.01% | No change | 423 | $40K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 407 | $39K |
| Ameriflex Group, Inc. | 0.02% | Reduce -24.3% | 389 | $37K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -54.9% | 384 | $36K |
| Exchange Traded Concepts, LLC | 0.00% | New | 378 | $36K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 375 | $35K |
| Mechanics Financial Corp | 0.01% | No change | 367 | $35K |
| GeoWealth Management, LLC | 0.00% | Reduce -69.7% | 365 | $35K |
| Legacies Wealth LLC | 0.02% | No change | 338 | $32K |
| Hager Investment Management Services, LLC | 0.02% | Reduce -16.8% | 322 | $30K |
| Smithfield Trust Co | 0.00% | New | 282 | $27K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 284 | $27K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 284 | $27K |
| DT Investment Partners, LLC | 0.00% | No change | 283 | $27K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 280 | $26K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 275 | $26K |
| Evolution Wealth Management Inc. | 0.03% | — | 264 | $25K |
| Bell Investment Advisors, Inc | 0.00% | New | 258 | $24K |
| CNB Bank | 0.01% | No change | 250 | $24K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 250 | $24K |
| Family Legacy Financial Solutions, LLC | 0.02% | — | 243 | $23K |
| Sherman Asset Management, Inc. | 0.02% | No change | 240 | $23K |
| Realta Investment Advisors | 0.01% | No change | 213 | $20K |
| GAMMA Investing LLC | 0.00% | No change | 212 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +34.5% | 199 | $19K |
| Archer Investment Corp | 0.00% | Reduce -17.3% | 186 | $18K |
| Viewpoint Capital Management LLC | 0.01% | No change | 180 | $17K |
| Crews Bank & Trust | 0.00% | No change | 180 | $17K |
| Christopher J. Hasenberg, Inc | 0.01% | Add +219.6% | 179 | $17K |
| Promus Capital, LLC | 0.01% | No change | 177 | $17K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 174 | $16K |
| Tucker Asset Management LLC | 0.01% | No change | 172 | $16K |
| NFSG Corp | 0.00% | Reduce -28.2% | 163 | $15K |
| Sittner & Nelson, LLC | 0.01% | No change | 158 | $15K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 151 | $14K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 149 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 153 | $14K |
| Richards, Merrill & Peterson, Inc. | 0.01% | Add +450.0% | 132 | $12K |
| Chapman Financial Group, LLC | 0.01% | — | 130 | $12K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +33.3% | 120 | $11K |
| City Holding Co. | 0.00% | No change | 118 | $11K |
| Providence Capital Advisors, LLC | 0.00% | New | 117 | $11K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -85.8% | 110 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 108 | $10K |
| Crewe Advisors LLC | 0.00% | New | 103 | $10K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $9K |
| Independence Bank of Kentucky | 0.00% | No change | 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% | No change | 91 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +1037.5% | 91 | $9K |
| Harbor Asset Planning, Inc. | 0.01% | — | 88 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 82 | $8K |
| Johnson Financial Group, Inc. | 0.00% | No change | 78 | $7K |
| Olistico Wealth, LLC | 0.00% | Reduce -50.7% | 72 | $7K |
| Nemes Rush Group LLC | 0.00% | New | 70 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 68 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 62 | $6K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 55 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 54 | $5K |
| City State Bank | 0.00% | No change | 48 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 40 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 40 | $4K |
| Alerus Financial NA | 0.00% | New | 39 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 37 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 31 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 31 | $3K |
| WFA Asset Management Corp | 0.00% | Reduce -68.0% | 32 | $3K |
| POM Investment Strategies, LLC | 0.00% | No change | 17 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 16 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 13 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 11 | $1K |
| Copia Wealth Management | 0.00% | No change | 7 | $662 |
| Private Wealth Asset Management, LLC | 0.00% | New | 6 | $568 |
| Midwest Capital Advisors, LLC | 0.00% | New | 4 | $379 |
| Delta Asset Management LLC | 0.00% | No change | 3 | $307 |
| Kilter Group LLC | 0.00% | New | 3 | $293 |
| Disciplina Capital Management LLC | 0.00% | No change | 2 | $157 |
| 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.