iShares Core S&P U.S. ValueIUSVETF
13F holders, Q3 2025 (September 30)748holders +19
60new positions
36sold out
6famous investors
$99.93avg. 13F price*
At the end of Q3 2025, 748 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 19 from Q2 2025. 60 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($8.0B), LPL Financial LLC ($1.6B) and Morgan Stanley ($907.6M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core S&P U.S. Value
- CUSIP
- 464287663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $174.9M |
| Exits | 36 | $37.6M |
All 13F filers, Q2 2025 → Q3 2025: 12,066,514 shares bought and 3,460,755 shares sold, net +8,605,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 748 holders
| Bank of America Corp. | 0.60% | Add +7.8% | 80,233,541 | $8.0B |
| LPL Financial LLC | 0.46% | Add +4.3% | 15,836,920 | $1.6B |
| Morgan Stanley | 0.06% | Add +0.7% | 9,080,803 | $907.6M |
| Jones Financial Companies LLLP | 0.42% | Add +7.6% | 6,130,302 | $609.9M |
| Envestnet Asset Management Inc. | 0.17% | Add +10.6% | 5,808,875 | $580.6M |
| Blue Trust, Inc. | 5.60% | Add +2.8% | 4,993,796 | $499.1M |
| Signaturefd, LLC | 7.08% | Add +0.1% | 4,489,109 | $448.7M |
| Aspiriant, LLC | 11.01% | Add +0.7% | 3,600,340 | $359.9M |
| Kestra Investment Management, LLC | 9.04% | Add +11.0% | 3,370,931 | $336.9M |
| Merit Financial Group, LLC | 2.15% | Add +2.4% | 2,343,492 | $234.2M |
| JPMorgan Chase & Co. | 0.01% | Add +9.1% | 2,260,538 | $225.9M |
| UBS Group AG | 0.03% | Reduce -1.2% | 1,587,245 | $158.6M |
| Raymond James Financial Inc. | 0.05% | Add +0.4% | 1,510,967 | $151.0M |
| Royal Bank of Canada | 0.03% | Add +6.3% | 1,461,653 | $146.1M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -8.1% | 1,276,928 | $127.6M |
| Modera Wealth Management, LLC | 1.46% | Reduce -0.1% | 1,259,557 | $125.9M |
| Benjamin Edwards Inc. | 1.21% | Add +6.1% | 1,074,596 | $107.4M |
| Wells Fargo & Company | 0.02% | Reduce -5.2% | 1,074,347 | $107.4M |
| Blair William & Co. | 0.28% | Reduce -0.7% | 1,042,342 | $104.2M |
| Foster Group, Inc. | 3.26% | New | 1,039,409 | $103.9M |
| Auto-Owners Insurance Co | 2.22% | No change | 864,000 | $86.1M |
| Canandaigua National Bank & Trust Co. | 7.36% | Add +2.2% | 837,230 | $83.7M |
| Cetera Investment Advisers | 0.10% | Add +72.1% | 824,331 | $82.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +42.3% | 818,127 | $81.8M |
| Natixis Advisors, LLC | 0.12% | Add +12.8% | 811,256 | $81.1M |
| Principal Securities, Inc. | 1.21% | Add +0.5% | 736,567 | $73.6M |
| Tanglewood Legacy Advisors, LLC | 24.84% | Add +2.9% | 643,398 | $64.3M |
| Allworth Financial LP | 0.28% | Reduce -2.0% | 639,528 | $63.9M |
| HighTower Advisors, LLC | 0.07% | Add +5.7% | 635,469 | $63.5M |
| McGlone Suttner Wealth Management, Inc. | 8.74% | Add +1.9% | 625,147 | $62.5M |
| Cwm, LLC | 0.19% | Reduce -7.9% | 622,547 | $62.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.3% | 591,206 | $59.1M |
| Allspring Global Investments Holdings, LLC | 0.09% | Reduce -0.4% | 543,586 | $54.5M |
| Osaic Holdings, Inc. | 0.07% | Add +2.1% | 517,808 | $51.4M |
| FMR LLC | 0.00% | Add +0.0% | 477,676 | $47.7M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -0.5% | 458,001 | $46.1M |
| Nadler Financial Group, Inc. | 4.26% | Add +8.9% | 446,832 | $44.7M |
| Corient Private Wealth LP | 0.07% | Reduce -2.0% | 446,435 | $44.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.3% | 413,946 | $41.4M |
| Flagship Harbor Advisors, LLC | 1.77% | Add +14.4% | 408,073 | $40.8M |
| Focus Partners Wealth | 0.06% | Reduce -2.1% | 393,632 | $39.3M |
| Veracity Capital LLC | 12.51% | Add +4.0% | 389,138 | $38.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.3% | 373,385 | $37.3M |
| Atlantic Union Bankshares Corp | 0.68% | Add +2.7% | 363,422 | $36.3M |
| Townsend & Associates, Inc | 3.42% | Reduce -18.4% | 361,964 | $36.1M |
| Private Advisor Group, LLC | 0.17% | Add +1.6% | 355,310 | $35.5M |
| Kestra Private Wealth Services, LLC | 0.46% | Reduce -1.7% | 352,058 | $35.2M |
| Hantz Financial Services, Inc. | 0.53% | Add +1.5% | 348,000 | $34.8M |
| Howe & Rusling Inc. | 2.34% | Add +10.3% | 341,885 | $34.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +3.4% | 301,900 | $30.2M |
| ForthRight Wealth Management, LLC | 8.72% | Add +2.8% | 300,127 | $30.0M |
| Madison Wealth Partners, Inc | 5.90% | Add +3.9% | 298,779 | $29.9M |
| GDS Wealth Management | 1.95% | Reduce -6.1% | 295,632 | $29.5M |
| Southern Capital Advisors, LLC | 13.44% | Add +2.0% | 286,855 | $28.7M |
| PCA Investment Advisory Services Inc. | 10.32% | Add +8.6% | 279,106 | $27.9M |
| DDFG, Inc | 6.26% | Add +4.8% | 271,114 | $27.1M |
| MML Investors Services, LLC | 0.07% | Reduce -6.4% | 268,483 | $26.8M |
| Vident Advisory, LLC | 0.25% | Add +1.0% | 251,324 | $25.1M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +18.8% | 245,103 | $24.5M |
| Waldron Private Wealth LLC | 0.98% | Reduce -8.1% | 242,418 | $24.2M |
| Garde Capital, Inc. | 1.22% | Reduce -0.9% | 241,987 | $24.2M |
| Two Sigma Investments, LP | 0.04% | New | 235,800 | $23.6M |
| Venturi Wealth Management, LLC | 1.08% | Reduce -43.7% | 233,674 | $23.4M |
| Sanctuary Advisors, LLC | 0.13% | Add +8.1% | 220,437 | $22.0M |
| Integrated Advisors Network LLC | 0.91% | Add +10.4% | 216,061 | $21.6M |
| Strategies Wealth Advisors, LLC | 2.22% | Reduce -6.4% | 213,924 | $21.4M |
| Steele Capital Management, Inc. | 0.94% | Reduce -1.3% | 212,274 | $21.2M |
| Equitable Holdings, Inc. | 0.15% | Add +7.2% | 210,581 | $21.0M |
| Duncan Williams Asset Management, LLC | 5.84% | New | 207,794 | $20.8M |
| SkyOak Wealth, LLC | 3.84% | Reduce -1.6% | 203,536 | $20.3M |
| Salus Financial Advisors, LLC | 12.52% | Add +3.0% | 203,058 | $20.3M |
| Ironwood Wealth Management, Inc. | 8.93% | Add +0.9% | 198,807 | $19.5M |
| Curi Capital, LLC | 0.34% | Add +110.6% | 185,093 | $18.5M |
| Atria Investments, Inc | 0.21% | Add +1.1% | 179,943 | $18.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.2% | 177,961 | $17.8M |
| Petix & Botte Co | 4.02% | Reduce -7.8% | 174,452 | $17.4M |
| Birchcreek Wealth Management, LLC | 8.69% | Add +9.7% | 168,346 | $16.8M |
| High Probability Advisors, LLC | 2.28% | Add +3.7% | 166,629 | $16.7M |
| Richard W. Paul & Associates, LLC | 5.62% | Add +1.8% | 164,818 | $16.5M |
| Centaurus Financial, Inc. | 0.77% | Add +2.4% | 164,711 | $16.5M |
| Crescent Grove Advisors, LLC | 1.57% | Add +2.2% | 163,671 | $16.4M |
| Financial Partners Group, Inc | 2.00% | Add +0.1% | 160,363 | $16.0M |
| Stifel Financial Corp. | 0.01% | Add +16.3% | 152,478 | $15.2M |
| Savant Capital, LLC | 0.09% | Add +62.2% | 149,460 | $14.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -7.1% | 148,789 | $14.9M |
| Global Strategic Investment Solutions, LLC | 1.44% | Add +0.3% | 144,760 | $14.5M |
| Truist Financial Corp. | 0.02% | Add +15.3% | 142,135 | $14.2M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +11.1% | 141,992 | $14.2M |
| Mfa Wealth Advisors, LLC | 3.06% | Add +1.2% | 140,045 | $14.0M |
| Cosner Financial Group, LLC | 7.45% | Reduce -1.6% | 138,653 | $13.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -9.8% | 136,971 | $13.7M |
| Fortress Financial Group, LLC | 10.50% | Add +3.3% | 136,958 | $13.7M |
| Carl P. Sherr & Co., LLC | 6.42% | Add +1.5% | 135,561 | $13.5M |
| Creative Planning | 0.01% | Reduce -2.7% | 135,026 | $13.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +12.3% | 130,862 | $13.1M |
| Sigma Planning Corp | 0.36% | Add +1.6% | 128,229 | $12.8M |
| Ameritas Advisory Services, LLC | 0.83% | Add +63.0% | 127,097 | $12.7M |
| NewEdge Advisors, LLC | 0.06% | Add +2.2% | 122,430 | $12.2M |
| Independence Financial Advisors, LLC | 3.64% | Reduce -4.9% | 119,689 | $12.0M |
| Main Street Financial Solutions, LLC | 0.76% | Add +6.1% | 118,306 | $11.8M |
| Stratos Wealth Partners, LTD. | 0.14% | Reduce -5.5% | 117,436 | $11.7M |
| TD Private Client Wealth LLC | 0.26% | Reduce -26.6% | 117,184 | $11.7M |
| Certified Advisory Corp | 1.11% | Reduce -2.6% | 117,090 | $11.7M |
| Symphony Financial, Ltd. Co. | 1.41% | Add +15.4% | 115,711 | $11.6M |
| United Capital Financial Advisors, LLC | 0.08% | Add +0.1% | 113,914 | $11.4M |
| Roberts Financial Services LLC | 3.68% | Reduce -0.5% | 113,900 | $11.4M |
| Lutz Financial Services LLC | 0.82% | Reduce -0.1% | 113,270 | $11.3M |
| Creative Financial Designs Inc. | 0.76% | Reduce -55.2% | 112,580 | $11.3M |
| Dynamic Advisor Solutions LLC | 0.32% | Add +4.4% | 109,096 | $10.9M |
| Tortoise Investment Management, LLC | 0.95% | Reduce -6.6% | 106,769 | $10.7M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -1.2% | 106,085 | $10.6M |
| Robinson Smith Wealth Advisors LLC | 7.41% | Add +2.2% | 103,217 | $10.3M |
| Quent Capital, LLC | 0.83% | Reduce -0.6% | 99,312 | $9.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.3% | 98,339 | $9.8M |
| Mariner, LLC | 0.01% | Reduce -0.7% | 97,259 | $9.7M |
| Sapient Capital LLC | 0.15% | Add +0.5% | 96,074 | $9.6M |
| Financial Council, LLC | 4.04% | Reduce -0.5% | 91,024 | $9.1M |
| Alliancebernstein L.P. | 0.00% | Add +4.2% | 89,368 | $8.9M |
| Alpha Zero LLC | 5.13% | Add +7.4% | 88,593 | $8.9M |
| Charter Oak Capital Management, LLC | 0.69% | Reduce -0.6% | 88,160 | $8.8M |
| Amplius Wealth Advisors, LLC | 0.76% | Reduce -27.7% | 87,703 | $8.8M |
| &partners | 0.06% | Add +149.4% | 86,648 | $8.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.1% | 86,136 | $8.6M |
| ICONIQ Capital, LLC | 0.11% | No change | 85,842 | $8.6M |
| IFG Advisory, LLC | 0.37% | Add +9.4% | 81,096 | $8.1M |
| Zuckerman Investment Group, LLC | 0.72% | Add +2.2% | 77,503 | $7.7M |
| Motive Wealth Advisors | 3.34% | Add +1.5% | 77,481 | $7.7M |
| Foundry Financial Group, Inc. | 4.03% | Add +1.3% | 76,750 | $7.7M |
| HighMark Wealth Management LLC | 3.37% | Reduce -1.0% | 76,488 | $7.6M |
| OneDigital Investment Advisors LLC | 0.08% | Add +0.2% | 76,334 | $7.6M |
| Legacy Solutions, LLC | 6.62% | Add +0.4% | 73,679 | $7.4M |
| Canandaigua National Trust Co of Florida | 5.83% | Add +8.0% | 73,643 | $7.4M |
| Valmark Advisers, Inc. | 0.09% | Add +5.8% | 72,916 | $7.3M |
| Canvas Wealth Advisors, LLC | 1.32% | Add +3.6% | 72,145 | $7.3M |
| TD Waterhouse Canada Inc. | 0.04% | Add +3.8% | 67,407 | $6.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.3% | 63,607 | $6.4M |
| Able Wealth Management LLC | 2.36% | Reduce -1.1% | 62,692 | $6.3M |
| Global Retirement Partners, LLC | 0.14% | Add +4.5% | 62,664 | $6.3M |
| Beam Wealth Advisors, Inc. | 1.70% | Reduce -4.0% | 62,474 | $6.2M |
| Columbus Macro, LLC | 0.70% | Reduce -19.9% | 61,425 | $6.1M |
| Mutual Advisors, LLC | 0.13% | Add +6.8% | 60,299 | $6.1M |
| Endowment Wealth Management, Inc. | 2.75% | Add +14.6% | 60,656 | $6.1M |
| Weil Company, Inc. | 1.41% | Add +14.4% | 58,739 | $5.9M |
| Gallagher Fiduciary Advisors, LLC | 0.21% | Reduce -50.2% | 58,495 | $5.8M |
| Defined Wealth Management, LLC | 3.38% | Add +0.0% | 58,203 | $5.8M |
| Corepath Wealth Partners LLC | 4.21% | Reduce -35.6% | 57,516 | $5.8M |
| Trek Financial, LLC | 0.34% | Reduce -23.7% | 57,733 | $5.8M |
| Variant Private Wealth, LLC | 5.26% | Reduce -1.5% | 57,006 | $5.7M |
| Captrust Financial Advisors | 0.01% | Add +2.9% | 56,564 | $5.7M |
| Old Mission Investment Co LLC | 1.38% | Add +26.1% | 56,557 | $5.7M |
| SCS Capital Management LLC | 0.06% | Reduce -0.5% | 56,434 | $5.6M |
| Integrity Alliance, Llc. | 0.27% | Reduce -41.6% | 56,414 | $5.6M |
| Modern Wealth Management, LLC | 0.11% | Reduce -52.8% | 55,407 | $5.5M |
| 180 Wealth Advisors, LLC | 0.67% | Reduce -2.7% | 55,293 | $5.5M |
| Howland Capital Management LLC | 0.21% | No change | 54,270 | $5.4M |
| Eaton Financial Holdings Company, LLC | 1.51% | Reduce -25.9% | 53,513 | $5.3M |
| Spire Wealth Management | 0.18% | Reduce -1.8% | 52,712 | $5.3M |
| Summit Financial, LLC | 0.08% | Add +10.6% | 51,876 | $5.2M |
| Perigon Wealth Management, LLC | 0.10% | Add +1.4% | 51,316 | $5.1M |
| Eley Financial Management, Inc | 1.80% | Reduce -0.7% | 49,891 | $5.0M |
| Stevens Capital Partners | 1.49% | Reduce -5.0% | 49,838 | $5.0M |
| USAdvisors Wealth Management, LLC | 1.69% | Reduce -7.8% | 48,948 | $4.9M |
| Comerica Bank | 0.02% | Reduce -13.1% | 48,576 | $4.9M |
| Breakwater Capital Group | 0.71% | Reduce -4.8% | 48,098 | $4.8M |
| Gotham Asset Management | 0.02% | Add +45.7% | 47,932 | $4.8M |
| Summit Wealth Partners, LLC | 0.86% | Reduce -0.4% | 47,639 | $4.8M |
| Asset Management Group, Inc. | 0.78% | Add +0.5% | 47,573 | $4.8M |
| US Bancorp \de | 0.01% | Reduce -1.5% | 47,244 | $4.7M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +1714.0% | 47,018 | $4.7M |
| Elm Partners Management LLC | 0.23% | Reduce -1.3% | 45,162 | $4.5M |
| Family Capital Management, Inc. | 2.13% | Add +4.0% | 44,559 | $4.5M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +53.3% | 43,988 | $4.5M |
| IHT Wealth Management, LLC | 0.11% | Reduce -2.1% | 43,325 | $4.3M |
| Deutsche Bank AG | 0.00% | Add +3.1% | 42,149 | $4.2M |
| M&T Bank Corp | 0.01% | Reduce -6.2% | 41,828 | $4.2M |
| Empowered Funds, LLC | 0.04% | New | 41,108 | $4.1M |
| Wealth Management Partners, LLC | 1.30% | Add +2.0% | 40,833 | $4.1M |
| Hilltop Wealth Advisors, LLC | 2.11% | Add +7.8% | 40,551 | $4.1M |
| Sunbelt Securities, Inc. | 0.28% | Reduce -23.1% | 40,526 | $4.1M |
| Windward Private Wealth Management Inc. | 1.37% | Reduce -0.2% | 39,590 | $4.0M |
| Jane Street Group, LLC | 0.00% | Add +239.0% | 39,577 | $4.0M |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 39,504 | $3.9M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.20% | Reduce -1.1% | 39,323 | $3.9M |
| Forefront Wealth Partners, LLC | 0.98% | Reduce -22.4% | 38,846 | $3.9M |
| Renaissance Technologies | 0.01% | Add +23.6% | 38,300 | $3.8M |
| Bailard, Inc. | 0.08% | Add +0.0% | 37,860 | $3.8M |
| Equity Investment Corp. | 0.08% | Add +3.4% | 37,565 | $3.8M |
| Silver Oak Securities, Incorporated | 0.28% | Add +0.4% | 37,127 | $3.7M |
| SOL Capital Management CO | 0.33% | Add +26.6% | 36,900 | $3.7M |
| Greenline Partners, LLC | 0.43% | No change | 35,658 | $3.6M |
| RDA Financial Network | 0.88% | Reduce -3.0% | 35,487 | $3.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +4.0% | 34,263 | $3.4M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -1.5% | 33,684 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +0.6% | 33,485 | $3.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.62% | Reduce -2.9% | 33,105 | $3.3M |
| Catalyst Private Wealth, LLC | 1.41% | Add +4.0% | 32,121 | $3.2M |
| Tobias Financial Advisors, Inc. | 0.49% | No change | 32,038 | $3.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Reduce -9.1% | 31,620 | $3.2M |
| Denver PWM, LLC | 0.97% | No change | 32,954 | $3.1M |
| Family Manage LLC | 0.43% | Reduce -0.2% | 31,015 | $3.1M |
| 17 Capital Partners, LLC | 1.61% | Reduce -0.0% | 29,590 | $3.0M |
| Rovin Capital /Ut/ | 0.82% | New | 29,568 | $3.0M |
| Valpey Financial Services, LLC | 1.91% | Reduce -3.4% | 29,153 | $2.9M |
| Caliber Wealth Management, LLC / KS | 0.32% | Reduce -4.5% | 28,967 | $2.9M |
| Cerity Partners LLC | 0.00% | Add +7.8% | 28,362 | $2.8M |
| Guidance Point Advisors, LLC | 0.70% | Reduce -3.4% | 27,982 | $2.8M |
| Montag A & Associates Inc. | 0.13% | Reduce -2.7% | 27,767 | $2.8M |
| Eagle Strategies LLC | 0.36% | Add +0.8% | 27,147 | $2.7M |
| Sterling Wealth Management, Inc. | 0.81% | Add +0.4% | 26,836 | $2.7M |
| Composition Wealth, LLC | 0.04% | New | 25,947 | $2.6M |
| General Partner, Inc. | 1.41% | No change | 25,634 | $2.6M |
| VestGen Advisors, LLC | 0.08% | Add +12.6% | 25,484 | $2.5M |
| Prospera Financial Services Inc | 0.04% | Add +4.2% | 25,457 | $2.5M |
| ZWJ Investment Counsel Inc. | 0.09% | Add +0.8% | 25,438 | $2.5M |
| Valley Forge Investment Consultants Inc. Adv | 0.74% | Add +2.3% | 25,281 | $2.5M |
| Wealth Advisors of Iowa, LLC | 0.85% | Reduce -2.1% | 25,044 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -3.6% | 25,035 | $2.5M |
| Glenmede Investment Management, LP | 0.01% | Add +19.4% | 24,976 | $2.5M |
| Foundations Investment Advisors, LLC | 0.04% | New | 24,605 | $2.5M |
| Life Planning Partners, Inc | 1.79% | No change | 24,491 | $2.4M |
| Geneos Wealth Management Inc. | 0.06% | Add +5.0% | 24,407 | $2.4M |
| AQR Capital Management | 0.00% | Add +40.2% | 24,262 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +22.2% | 24,227 | $2.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +22.3% | 24,198 | $2.4M |
| Private Trust Co. NA | 0.21% | Add +4.6% | 24,175 | $2.4M |
| Drake & Associates, LLC | 0.50% | Reduce -91.5% | 23,917 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.1% | 24,046 | $2.4M |
| Regal Investment Advisors LLC | 0.16% | Add +0.2% | 23,949 | $2.4M |
| Matauro, LLC | 0.38% | Add +1.8% | 23,928 | $2.4M |
| MFA Wealth Services | 1.64% | Add +0.4% | 23,750 | $2.4M |
| Vantage Financial Partners, LLC | 0.50% | Reduce -1.2% | 23,653 | $2.4M |
| Moloney Securities Asset Management, LLC | 0.28% | Reduce -2.2% | 23,632 | $2.4M |
| Crestwood Advisors Group, LLC | 0.04% | Add +2.5% | 23,375 | $2.3M |
| Silver Lake Advisory, LLC | 0.92% | Add +0.4% | 23,230 | $2.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.0% | 22,915 | $2.3M |
| Cahill Financial Advisors Inc. | 0.25% | Add +0.3% | 21,976 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -25.2% | 21,954 | $2.2M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -0.7% | 21,904 | $2.2M |
| Magnolia Capital Advisors LLC | 0.57% | Add +11.8% | 21,769 | $2.2M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -0.3% | 21,590 | $2.2M |
| PFG Advisors | 0.09% | New | 21,569 | $2.2M |
| XY Planning Network, Inc. | 0.73% | No change | 22,509 | $2.1M |
| Caprock Group, LLC | 0.05% | — | 21,460 | $2.1M |
| Legacy Financial Strategies, LLC | 0.37% | No change | 20,745 | $2.1M |
| Dean Investment Associates, LLC | 0.28% | Add +34.6% | 19,856 | $2.0M |
| First Heartland Consultants, Inc. | 0.16% | No change | 19,720 | $2.0M |
| BlackRock, Inc. | 0.00% | Reduce -97.7% | 19,515 | $2.0M |
| NewEdge Wealth, LLC | 0.03% | Add +20.1% | 19,227 | $1.9M |
| TL Private Wealth | 0.78% | Reduce -0.2% | 19,548 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Reduce -0.2% | 19,268 | $1.9M |
| Western Wealth Management, LLC | 0.10% | Reduce -5.7% | 18,622 | $1.9M |
| Liberty One Investment Management, LLC | 0.10% | Add +1.9% | 17,761 | $1.8M |
| WJ Wealth Management, LLC | 0.78% | Reduce -50.0% | 17,544 | $1.8M |
| Traub Capital Management LLC | 1.75% | Reduce -1.0% | 17,730 | $1.8M |
| Uptick Partners, LLC | 0.46% | Add +0.7% | 17,566 | $1.8M |
| NWF Advisory Services Inc. | 0.19% | Reduce -7.5% | 17,495 | $1.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.57% | Add +0.2% | 16,560 | $1.7M |
| Towne Trust Company, N.A | 0.55% | Add +129.5% | 16,901 | $1.7M |
| Verity Asset Management, Inc. | 0.54% | Add +80.0% | 16,534 | $1.7M |
| TriaGen Wealth Management LLC | 0.43% | Reduce -0.6% | 16,387 | $1.6M |
| Boyd Wealth Management, LLC | 0.70% | Reduce -0.3% | 16,294 | $1.6M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -2.9% | 15,960 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +35.2% | 15,611 | $1.6M |
| CFO4Life Group, LLC | 0.22% | No change | 15,423 | $1.5M |
| Apollon Financial, LLC | 0.25% | Add +40.3% | 15,244 | $1.5M |
| Next Capital Management LLC | 0.50% | Add +10.7% | 15,002 | $1.5M |
| Tudor Investment Corporation | 0.01% | New | 14,743 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.9% | 14,631 | $1.5M |
| Sovereign Financial Group, Inc. | 0.27% | Reduce -1.9% | 14,530 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -25.7% | 14,387 | $1.4M |
| Ascentis Independent Advisors | 0.24% | Reduce -7.3% | 14,318 | $1.4M |
| New Wave Wealth Advisors LLC | 0.53% | Reduce -49.2% | 13,564 | $1.4M |
| IFS Group,LLC | 1.18% | — | 13,348 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Add +0.6% | 13,335 | $1.3M |
| Prism Advisors, Inc. | 0.36% | No change | 13,200 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.10% | Reduce -1.1% | 13,153 | $1.3M |
| Rik Saylor Financial, Inc. | 0.96% | Reduce -0.8% | 13,120 | $1.3M |
| Collective Family Office LLC | 0.31% | No change | 13,093 | $1.3M |
| Maryland Capital Advisors Inc. | 0.47% | Reduce -1.2% | 13,053 | $1.3M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -45.1% | 13,028 | $1.3M |
| Wealthquest Corp | 0.10% | Reduce -1.5% | 13,015 | $1.3M |
| 1900 Wealth Management LLC | 0.09% | Reduce -8.2% | 12,977 | $1.3M |
| American State Bank (Iowa) | 0.65% | Reduce -1.2% | 12,746 | $1.3M |
| Carr Financial Group Corp | 0.34% | Add +0.3% | 12,500 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.17% | New | 12,494 | $1.2M |
| Syon Capital LLC | 0.07% | Reduce -10.9% | 12,338 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +60.6% | 12,320 | $1.2M |
| One Day In July LLC | 0.10% | Add +17.8% | 12,254 | $1.2M |
| Narus Financial Partners, LLC | 0.33% | Add +0.1% | 12,231 | $1.2M |
| Potentia Wealth | 0.46% | No change | 12,173 | $1.2M |
| Phillips Financial Management, LLC | 0.08% | No change | 11,896 | $1.2M |
| Citadel Advisors | 0.00% | Add +47.7% | 11,895 | $1.2M |
| Brickley Wealth Management | 0.21% | No change | 11,806 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +56.9% | 11,790 | $1.2M |
| Nwam LLC | 0.06% | Add +34.3% | 11,521 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.26% | Reduce -87.5% | 11,324 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.80% | Add +0.2% | 11,024 | $1.1M |
| Argent Trust Co | 0.04% | Add +0.2% | 10,940 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.22% | Reduce -2.3% | 10,787 | $1.1M |
| White Pine Capital LLC | 0.31% | Reduce -0.8% | 10,774 | $1.1M |
| Perennial Investment Advisors, LLC | 0.09% | Add +6.5% | 10,743 | $1.1M |
| Evermay Wealth Management LLC | 0.12% | Reduce -8.6% | 10,690 | $1.1M |
| Sachetta, LLC | 0.39% | Reduce -1.3% | 10,514 | $1.1M |
| Verus Capital Partners, LLC | 0.08% | Add +3.5% | 10,502 | $1.0M |
| Lansing Street Advisors | 0.27% | Add +0.3% | 10,177 | $1.0M |
| Pure Financial Advisors, LLC | 0.02% | Add +10.3% | 10,143 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.0% | 10,132 | $1.0M |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -11.9% | 10,107 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.16% | Add +0.1% | 9,892 | $1.0M |
| Aprio Wealth Management, LLC | 0.10% | Reduce -7.0% | 9,970 | $997K |
| One Charles Private Wealth Services, LLC | 0.26% | Reduce -1.7% | 9,733 | $973K |
| R. W. Roge & Company, Inc. | 0.50% | Reduce -0.2% | 9,732 | $972K |
| World Investment Advisors | 0.02% | Add +0.2% | 9,592 | $959K |
| Coldstream Capital Management Inc. | 0.01% | No change | 9,540 | $953K |
| Northwest Wealth Management, LLC | 0.16% | Reduce -1.6% | 9,495 | $949K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +65.6% | 9,477 | $947K |
| Commerce Bank | 0.01% | No change | 9,461 | $946K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +1.8% | 9,413 | $941K |
| Quantinno Capital Management LP | 0.00% | Reduce -11.5% | 9,264 | $926K |
| Patten Group, Inc. | 0.18% | Reduce -6.1% | 9,230 | $923K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.3% | 9,217 | $921K |
| Choreo, LLC | 0.01% | Reduce -37.7% | 9,171 | $917K |
| Talisman Wealth Advisors LLC | 0.76% | Add +2.3% | 9,131 | $913K |
| Moneco Advisors, LLC | 0.08% | Add +28.4% | 9,025 | $902K |
| Synergy Investment Management, LLC | 0.34% | Reduce -49.3% | 8,939 | $893K |
| WMG Financial Advisors, LLC | 0.30% | Reduce -9.6% | 8,921 | $892K |
| Dentgroup LLC | 0.56% | Add +39.2% | 8,734 | $873K |
| Occidental Asset Management, LLC | 0.11% | Add +0.3% | 8,669 | $866K |
| Allianz Asset Management GmbH | 0.00% | Reduce -47.9% | 8,600 | $860K |
| Interchange Capital Partners, LLC | 0.17% | Add +0.4% | 8,516 | $851K |
| Beirne Wealth Consulting Services, LLC | 0.20% | Reduce -2.4% | 8,349 | $835K |
| Empirical Asset Management, LLC | 0.23% | No change | 8,315 | $831K |
| Ieq Capital, LLC | 0.00% | Reduce -45.4% | 8,274 | $827K |
| Per Stirling Capital Management, LLC. | 0.10% | Reduce -93.9% | 8,110 | $811K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +12.9% | 8,083 | $808K |
| ERn Financial, LLC | 0.16% | Add +3.0% | 8,066 | $806K |
| William Howard & Co Financial Advisors Inc | 0.69% | No change | 8,056 | $805K |
| Financial & Tax Architects, LLC | 0.17% | New | 7,774 | $777K |
| Berman McAleer LLC | 0.11% | — | 7,769 | $777K |
| Verdence Capital Advisors LLC | 0.04% | Add +0.3% | 7,571 | $774K |
| D.A. Davidson & Co. | 0.00% | Add +0.4% | 7,706 | $770K |
| Baker Tilly Wealth Management, LLC | 0.17% | New | 7,648 | $764K |
| Transcend Capital Advisors, LLC | 0.05% | Add +7.6% | 7,641 | $764K |
| Whittier Trust Co. | 0.01% | No change | 7,498 | $754K |
| Innovative Wealth Building LLC | 0.58% | Add +0.6% | 7,459 | $746K |
| Fiduciary Advisors, Inc. | 0.60% | Add +0.2% | 7,451 | $745K |
| Hoxton Planning & Management, LLC | 0.23% | Reduce -53.3% | 7,218 | $721K |
| Kingsview Wealth Management, LLC | 0.01% | Add +23.8% | 7,184 | $718K |
| Richmond Investment Services, LLC | 0.13% | Add +25.9% | 7,094 | $709K |
| DGS Capital Management, LLC | 0.13% | Add +37.6% | 6,966 | $696K |
| Coordinated Financial Services, Inc. | 0.45% | Reduce -1.3% | 6,953 | $695K |
| Firestone Capital Management | 0.15% | No change | 6,942 | $694K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -2.0% | 6,940 | $694K |
| Tiaa Trust, National Association | 0.00% | Reduce -4.7% | 6,871 | $687K |
| St Germain D J Co. Inc. | 0.03% | No change | 6,804 | $680K |
| HB Wealth Management, LLC | 0.00% | Add +114.0% | 6,703 | $670K |
| Regimen Wealth, LLC | 0.20% | Add +0.5% | 6,702 | $670K |
| Waterloo Capital, L.P. | 0.05% | Add +0.4% | 6,653 | $665K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +7.6% | 6,632 | $663K |
| Trust Point Inc. | 0.05% | No change | 6,600 | $660K |
| Cambridge Financial Group, LLC | 0.21% | New | 6,590 | $659K |
| Barnes Wealth Management Group, Inc | 0.36% | Add +0.5% | 6,554 | $655K |
| Sterling Capital Management LLC | 0.01% | Add +0.8% | 6,436 | $643K |
| Brooklyn Investment Group | 0.09% | Add +5.0% | 6,802 | $641K |
| Bank of Montreal | 0.00% | Add +30.4% | 6,342 | $634K |
| Mission Wealth Management, LP | 0.01% | Reduce -4.2% | 6,305 | $630K |
| Cascade Financial Partners, LLC | 0.07% | No change | 6,233 | $623K |
| XML Financial, LLC | 0.05% | Add +7.6% | 6,157 | $615K |
| Simplicity Wealth,LLC | 0.04% | Add +24.6% | 6,136 | $613K |
| Essex Financial Services, Inc. | 0.04% | Reduce -0.4% | 6,133 | $613K |
| MAI Capital Management | 0.00% | Add +5.6% | 6,121 | $612K |
| Fifth Third Securities, Inc. | 0.04% | Add +0.7% | 6,053 | $605K |
| Wealthspire Retirement, LLC | 0.04% | No change | 6,021 | $602K |
| Independent Financial Group, LLC | 0.01% | Add +9.1% | 6,012 | $601K |
| Bright Futures Wealth Management, LLC. | 0.47% | — | 5,983 | $598K |
| Jamison Private Wealth Management, Inc. | 0.08% | Add +0.5% | 5,971 | $597K |
| Roble, Belko & Company, Inc | 0.08% | No change | 5,915 | $591K |
| Annex Advisory Services, LLC | 0.01% | No change | 5,866 | $586K |
| Essex Bank | 0.13% | Add +6.0% | 5,824 | $582K |
| Dynamic Financial Group | 0.50% | Add +2.3% | 5,811 | $581K |
| German American Bancorp, Inc. | 0.05% | No change | 5,792 | $579K |
| Brown Advisory Inc. | 0.00% | Reduce -1.1% | 5,699 | $570K |
| Bessemer Group Inc. | 0.00% | Add +61.6% | 5,664 | $566K |
| Prudent Investors Network, Inc. | 0.14% | No change | 5,577 | $557K |
| Hobbs Group Advisors, LLC | 0.17% | Reduce -2.0% | 5,503 | $550K |
| Mitchell Capital Management Co. | 0.09% | New | 5,502 | $550K |
| Presilium Private Wealth, LLC | 0.10% | Add +13.1% | 5,423 | $542K |
| Valeo Financial Advisors, LLC | 0.01% | Add +62.1% | 5,410 | $541K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 5,385 | $538K |
| Forte Asset Management LLC | 0.25% | No change | 5,288 | $529K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Reduce -96.5% | 5,272 | $527K |
| Pathstone Holdings, LLC | 0.00% | Add +0.4% | 5,260 | $526K |
| Awm Capital, LLC | 0.05% | Add +0.4% | 5,237 | $523K |
| GWN Securities Inc. | 0.12% | Add +6.5% | 5,202 | $521K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.1% | 5,202 | $520K |
| Flagstar Securities, Inc. | 0.16% | Add +1.4% | 5,192 | $519K |
| Boreal Capital Management LLC | 0.49% | Add +0.0% | 5,143 | $514K |
| BTC Capital Management, Inc. | 0.04% | No change | 5,140 | $514K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.3% | 5,127 | $512K |
| Beck Bode, LLC | 0.08% | Reduce -46.7% | 5,127 | $512K |
| Becker Capital Management Inc. | 0.01% | Reduce -3.2% | 5,093 | $509K |
| Mascoma Wealth Management LLC | 0.11% | No change | 5,042 | $504K |
| Fortis Advisors, LLC | 0.29% | Add +0.5% | 5,024 | $502K |
| Park Avenue Securities LLC | 0.00% | Add +0.8% | 4,979 | $496K |
| Tompkins Financial Corp. | 0.04% | No change | 4,883 | $488K |
| Sweeney & Michel, LLC | 0.16% | Add +0.5% | 4,914 | $482K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -0.2% | 4,761 | $479K |
| Victory Financial Group, LLC | 0.07% | Reduce -23.9% | 4,771 | $477K |
| American Trust | 0.04% | Add +32.5% | 4,767 | $476K |
| Parallel Advisors, LLC | 0.01% | Add +2.6% | 4,760 | $476K |
| Meridian Wealth Management, LLC | 0.02% | Add +4.6% | 4,757 | $475K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,728 | $473K |
| SYM FINANCIAL Corp | 0.05% | No change | 4,690 | $469K |
| Investment Advisory Group, LLC | 0.13% | No change | 4,688 | $469K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -30.1% | 4,633 | $468K |
| Peak Retirement Planning, Inc. | 0.13% | Add +22.1% | 4,672 | $467K |
| Burk Holdings LLC | 0.25% | No change | 4,621 | $462K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 4,611 | $461K |
| Koesten, Hirschmann & Crabtree, INC. | 0.22% | No change | 4,594 | $459K |
| Lido Advisors, LLC | 0.00% | Reduce -55.9% | 4,576 | $457K |
| Americana Partners, LLC | 0.01% | No change | 4,568 | $457K |
| Cutler Capital Management, LLC | 0.18% | Reduce -0.4% | 4,550 | $455K |
| Cim, LLC | 0.06% | Add +0.5% | 4,517 | $451K |
| Choate Investment Advisors | 0.01% | No change | 4,500 | $450K |
| Atlantic Edge Private Wealth Management, LLC | 0.12% | New | 4,500 | $450K |
| Norden Group LLC | 0.04% | No change | 4,422 | $442K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.1% | 4,371 | $437K |
| Augustine Asset Management Inc. | 0.09% | Reduce -0.2% | 4,348 | $435K |
| Premier Path Wealth Partners, LLC | 0.06% | No change | 4,341 | $434K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -14.7% | 4,295 | $429K |
| Bellecapital International Ltd. | 0.07% | No change | 4,291 | $429K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -12.5% | 4,274 | $427K |
| AE Wealth Management LLC | 0.00% | Reduce -13.5% | 4,267 | $426K |
| Stone House Investment Management, LLC | 0.07% | Add +0.0% | 4,248 | $425K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.4% | 4,228 | $423K |
| Diversified Enterprises, LLC | 0.03% | Add +25.3% | 4,226 | $422K |
| TFR Capital, LLC. | 0.14% | No change | 4,217 | $421K |
| Colonial River Investments, LLC | 0.15% | Add +51.1% | 4,202 | $420K |
| Ellis Investment Partners, LLC | 0.08% | Reduce -4.3% | 4,193 | $419K |
| SFG Wealth Management, LLC. | 0.18% | Reduce -4.2% | 4,138 | $414K |
| Claro Advisors Inc. | 0.06% | Add +0.2% | 4,114 | $411K |
| Wesbanco Bank Inc. | 0.01% | Reduce -16.1% | 4,112 | $411K |
| BIP Wealth, LLC | 0.02% | Reduce -1.9% | 4,108 | $411K |
| Arkadios Wealth Advisors | 0.01% | Add +4.6% | 4,084 | $408K |
| Patten & Patten Inc. | 0.02% | No change | 4,070 | $407K |
| Stephens Inc. | 0.01% | No change | 4,065 | $406K |
| Csenge Advisory Group | 0.02% | Reduce -3.4% | 4,036 | $403K |
| Watts Gwilliam & Co., LLC | 0.06% | No change | 4,016 | $401K |
| National Bank of Canada | 0.00% | No change | 4,008 | $401K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 3,976 | $397K |
| Bank of New York Mellon Corp | 0.00% | Add +49.0% | 3,949 | $395K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,919 | $392K |
| StoneX Group Inc. | 0.02% | Add +3.0% | 3,911 | $391K |
| Fielder Capital Group LLC | 0.09% | No change | 3,896 | $389K |
| Global Assets Advisory, LLC | 0.12% | No change | 3,888 | $389K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,887 | $389K |
| McGowan Group Asset Management, Inc. | 0.05% | Add +0.4% | 3,872 | $387K |
| United Advisor Group, LLC | 0.05% | Add +0.9% | 3,831 | $383K |
| Bank of Marin | 0.27% | No change | 3,820 | $382K |
| Clifford Group, LLC | 0.30% | No change | 3,819 | $382K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +122.4% | 3,814 | $381K |
| Melone Private Wealth, LLC | 0.17% | Reduce -12.9% | 3,805 | $380K |
| Collier Financial | 0.29% | — | 3,796 | $379K |
| Wealth Alliance, LLC | 0.04% | Add +0.0% | 3,794 | $379K |
| Scotia Capital Inc. | 0.00% | No change | 3,784 | $378K |
| FF Advisors,LLC | 0.18% | No change | 3,772 | $377K |
| Fifth Third Bancorp | 0.00% | Add +132.6% | 3,728 | $373K |
| Lauterbach Financial Advisors, LLC | 0.19% | Reduce -0.3% | 3,716 | $371K |
| Inspire Advisors, LLC | 0.04% | Add +39.1% | 3,712 | $371K |
| LRI Investments, LLC | 0.03% | No change | 3,703 | $370K |
| Colonial Trust Co / SC | 0.05% | No change | 3,689 | $369K |
| PGIM Custom Harvest LLC | 0.01% | Add +36.0% | 3,686 | $368K |
| First National Bank of Hutchinson | 0.19% | New | 3,682 | $368K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | Add +0.5% | 3,646 | $364K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Reduce -15.5% | 3,584 | $358K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -42.3% | 3,576 | $357K |
| Front Row Advisors LLC | 0.12% | No change | 3,560 | $356K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,555 | $355K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 3,554 | $355K |
| Riverwater Partners LLC | 0.15% | New | 3,549 | $355K |
| Wealthspan Partners, LLC | 0.14% | Reduce -5.1% | 3,540 | $354K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -2.8% | 3,523 | $352K |
| Tableaux LLC | 0.14% | New | 3,510 | $351K |
| RFG Advisory, LLC | 0.01% | Reduce -4.5% | 3,487 | $349K |
| Vanguard Group Inc. | 0.00% | Add +0.9% | 3,481 | $348K |
| Sheets Smith Wealth Management | 0.04% | Add +0.2% | 3,480 | $348K |
| Alliance Wealth Advisors, LLC | 0.17% | Add +0.1% | 3,468 | $347K |
| Garrett Wealth Advisory Group, LLC | 0.07% | Add +0.3% | 3,435 | $343K |
| Intrua Financial, LLC | 0.04% | New | 3,397 | $340K |
| Carnegie Investment Counsel | 0.01% | No change | 3,368 | $337K |
| New Century Financial Group, LLC | 0.60% | Add +10.6% | 3,360 | $336K |
| McAdam, LLC | 0.02% | Add +56.2% | 3,357 | $336K |
| Legacy Financial Group LLC | 0.04% | Reduce -97.7% | 3,329 | $333K |
| Aerodigm Wealth, LLC | 0.14% | New | 3,320 | $333K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +1.7% | 3,315 | $331K |
| Mgo One Seven LLC | 0.01% | Reduce -84.6% | 3,280 | $328K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,260 | $326K |
| CX Institutional | 0.01% | Reduce -4.4% | 3,231 | $323K |
| Naples Global Advisors, LLC | 0.03% | No change | 3,231 | $323K |
| Valued Wealth Advisors LLC | 0.15% | Reduce -6.6% | 3,230 | $323K |
| Heritage Wealth Management, Inc./Texas | 0.14% | Reduce -0.4% | 3,214 | $321K |
| IFP Advisors, Inc | 0.01% | Add +21.9% | 3,201 | $320K |
| Zions Bancorporation, National Association | 0.02% | Reduce -14.5% | 3,187 | $319K |
| CPA Asset Management Group, LLC | 0.12% | No change | 3,180 | $318K |
| Wealthstream Advisors, Inc. | 0.05% | Reduce -19.4% | 3,173 | $317K |
| Ridgecrest Wealth Partners, LLC | 0.14% | No change | 3,150 | $315K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,124 | $312K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 3,121 | $312K |
| Brighton Jones LLC | 0.01% | Reduce -11.9% | 3,088 | $309K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 3,087 | $309K |
| SC&H Financial Advisors, Inc. | 0.05% | Add +0.3% | 3,083 | $308K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -9.2% | 3,072 | $307K |
| Asset Dedication, LLC | 0.02% | No change | 3,029 | $303K |
| LongView Wealth Management | 0.08% | No change | 3,004 | $300K |
| Compass Ion Advisors, LLC | 0.03% | No change | 2,960 | $296K |
| Summit Trail Advisors, LLC | 0.00% | Add +32.4% | 2,923 | $292K |
| Mullaney, Keating & Wright, Inc. | 0.16% | Add +0.3% | 2,914 | $291K |
| Parsons Capital Management Inc. | 0.02% | Reduce -13.8% | 2,909 | $291K |
| Bank Ozk | 0.10% | No change | 2,909 | $291K |
| Atala Financial Inc | 0.18% | No change | 2,894 | $289K |
| Assetmark, Inc. | 0.00% | Reduce -70.8% | 2,893 | $289K |
| Roxbury Financial LLC | 0.27% | Reduce -3.9% | 2,888 | $289K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 2,886 | $288K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -18.8% | 2,860 | $286K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +3.8% | 2,855 | $285K |
| Heritage Family Offices, LLP | 0.13% | No change | 2,832 | $283K |
| Elevatus Welath Management | 0.08% | Add +7.2% | 2,817 | $282K |
| Hilltop Holdings Inc. | 0.01% | No change | 2,803 | $280K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Reduce -0.5% | 2,800 | $280K |
| John W. Brooker & Co., CPAs | 0.56% | New | 2,756 | $275K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.5% | 2,744 | $274K |
| Weaver Consulting Group | 0.07% | Add +4.8% | 2,720 | $272K |
| Aspen Wealth Management LLC | 0.06% | Add +3.9% | 2,717 | $272K |
| Joule Financial, LLC | 0.08% | New | 2,697 | $270K |
| Sovran Advisors, LLC | 0.02% | Reduce -4.6% | 2,675 | $269K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -73.8% | 2,681 | $268K |
| Headinvest, LLC | 0.06% | No change | 2,673 | $267K |
| McIlrath & Eck, LLC | 0.03% | Reduce -39.5% | 2,669 | $267K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -4.8% | 2,666 | $266K |
| Greenhouse Wealth Management, LLC | 0.16% | Reduce -1.0% | 2,661 | $266K |
| Nikulski Financial, Inc. | 0.07% | Reduce -15.8% | 2,657 | $266K |
| Unique Wealth Strategies, LLC | 0.10% | New | 2,624 | $262K |
| Mason Investment Advisory Services, Inc. | 0.01% | Add +0.0% | 2,619 | $262K |
| Klingman & Associates, LLC | 0.01% | No change | 2,607 | $261K |
| Optimum Investment Advisors | 0.10% | No change | 2,600 | $260K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | No change | 2,575 | $257K |
| Redwood Financial Network Corp | 0.16% | Add +4.4% | 2,549 | $255K |
| NorthRock Partners, LLC | 0.00% | New | 2,536 | $253K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -16.0% | 2,532 | $253K |
| Francis Financial, Inc. | 0.04% | Reduce -8.1% | 2,519 | $252K |
| Oak Asset Management, LLC | 0.09% | Add +3.6% | 2,511 | $251K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.4% | 2,500 | $250K |
| North Star Investment Management Corp. | 0.02% | Add +0.0% | 2,486 | $249K |
| KWB Wealth | 0.03% | Add +19.7% | 2,608 | $247K |
| Fingerlakes Wealth Management, Inc. | 0.16% | Add +7.5% | 2,463 | $246K |
| Hopwood Financial Services, Inc. | 0.16% | No change | 2,410 | $241K |
| Prasad Wealth Partners, LLC | 0.07% | Add +0.4% | 2,393 | $239K |
| First Trust Advisors LP | 0.00% | Add +3.8% | 2,387 | $239K |
| Fisher Asset Management | 0.00% | New | 2,380 | $238K |
| Capital Analysts, LLC | 0.01% | Add +0.1% | 2,373 | $237K |
| Falcon Wealth Planning | 0.02% | No change | 2,364 | $236K |
| Manhattan West Asset Management, LLC | 0.05% | Reduce -2.2% | 2,363 | $236K |
| Key Financial Inc | 0.04% | Reduce -6.2% | 2,342 | $235K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | No change | 2,345 | $234K |
| Peak Planning Group, LLC | 0.12% | Reduce -15.1% | 2,297 | $230K |
| Operose Advisors LLC | 0.06% | No change | 2,292 | $229K |
| Trilogy Capital Inc. | 0.01% | Reduce -16.6% | 2,277 | $228K |
| DAVENPORT & Co LLC | 0.00% | Add +1.8% | 2,269 | $227K |
| Savvy Advisors, Inc. | 0.01% | Reduce -9.1% | 2,268 | $227K |
| Accel Wealth Management | 0.07% | No change | 2,253 | $225K |
| Visionary Wealth Advisors | 0.01% | New | 2,222 | $222K |
| Ullmann Wealth Partners Group, LLC | 0.02% | Add +0.2% | 2,221 | $222K |
| Collaborative Wealth Managment Inc. | 0.09% | New | 2,214 | $221K |
| Signature Resources Capital Management, LLC | 0.12% | Reduce -2.8% | 2,210 | $221K |
| Pinnacle Family Advisors, LLC | 0.10% | Reduce -18.7% | 2,181 | $218K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.5% | 2,175 | $217K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,151 | $215K |
| Watchman Group, Inc. | 0.05% | Reduce -17.6% | 2,138 | $214K |
| Verum Partners LLC | 0.05% | No change | 2,134 | $213K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -5.4% | 2,130 | $213K |
| Fourth Dimension Wealth, LLC | 0.08% | Reduce -0.8% | 2,111 | $211K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -1.0% | 2,110 | $211K |
| Gibson Capital, LLC | 0.04% | New | 2,106 | $210K |
| Total Investment Management Inc. | 0.03% | No change | 2,105 | $210K |
| Fiduciary Group, LLC | 0.02% | New | 2,100 | $210K |
| Alteri Wealth LLC | 0.07% | Reduce -19.4% | 2,075 | $207K |
| Long Run Wealth Advisors, LLC | 0.04% | New | 2,073 | $207K |
| CoreCap Advisors, LLC | 0.01% | Add +52.9% | 2,070 | $207K |
| Oxbow Advisors, LLC | 0.02% | New | 2,061 | $206K |
| Plum Street Advisors, LLC | 0.08% | New | 2,059 | $206K |
| Apollon Wealth Management, LLC | 0.00% | New | 2,041 | $204K |
| Values Added Financial LLC | 0.09% | New | 2,031 | $203K |
| Proficio Capital Partners LLC | 0.01% | New | 2,022 | $202K |
| International Assets Investment Management, LLC | 0.02% | New | 2,104 | $201K |
| Calamos Wealth Management LLC | 0.01% | New | 2,013 | $201K |
| MCF Advisors LLC | 0.01% | No change | 2,008 | $201K |
| Firethorn Wealth Partners, LLC | 0.08% | New | 2,006 | $201K |
| First Financial Corp. | 0.07% | No change | 1,759 | $176K |
| Financial Perspectives, Inc | 0.05% | Add +0.5% | 1,752 | $175K |
| WealthShield Partners, LLC | 0.02% | No change | 1,750 | $175K |
| Keystone Financial Group, Inc. | 0.10% | Add +0.5% | 1,735 | $173K |
| Sound Income Strategies, LLC | 0.01% | Reduce -44.3% | 1,707 | $171K |
| Teachers Insurance & Annuity Association of America | 0.20% | No change | 1,705 | $170K |
| Curio Wealth, LLC | 0.07% | New | 1,674 | $167K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.9% | 1,659 | $166K |
| Trust Co. of Vermont | 0.01% | Add +122.2% | 1,531 | $153K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -95.6% | 1,506 | $151K |
| Avion Wealth | 0.03% | No change | 1,499 | $149K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,490 | $149K |
| Larson Financial Group LLC | 0.01% | Add +1.5% | 1,489 | $149K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +12.5% | 1,379 | $138K |
| TD Capital Management LLC | 0.01% | No change | 1,325 | $132K |
| Harbour Investments, Inc. | 0.00% | Add +2.8% | 1,309 | $131K |
| Vermillion Wealth Management, Inc. | 0.04% | No change | 1,295 | $129K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,229 | $123K |
| Palisade Asset Management, LLC | 0.01% | New | 1,222 | $122K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,173 | $117K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,171 | $117K |
| Anchor Investment Management, LLC | 0.01% | Reduce -3.5% | 1,148 | $115K |
| IMG Wealth Management, Inc. | 0.08% | No change | 1,138 | $114K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -1.5% | 1,119 | $112K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,084 | $108K |
| Stephens Consulting, LLC | 0.04% | No change | 1,082 | $108K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 967 | $97K |
| Park Place Capital Corp | 0.02% | Add +0.4% | 959 | $96K |
| AlphaCore Capital LLC | 0.00% | No change | 923 | $92K |
| 1 North Wealth Services LLC | 0.04% | No change | 900 | $90K |
| Founders Financial Alliance, LLC | 0.02% | Add +710.0% | 891 | $89K |
| Rossmore Private Capital | 0.01% | New | 880 | $88K |
| Financial Consulate, Inc. | 0.01% | New | 818 | $82K |
| Pineridge Advisors LLC | 0.02% | No change | 803 | $80K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.4% | 780 | $78K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 773 | $77K |
| Pathway Financial Advisers, LLC | 0.02% | New | 767 | $77K |
| First Horizon Corp. | 0.00% | — | 754 | $75K |
| New Republic Capital, LLC | 0.02% | No change | 714 | $71K |
| Pacific Center for Financial Services | 0.02% | No change | 709 | $71K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -29.8% | 684 | $68K |
| Abound Wealth Management | 0.02% | Add +0.3% | 654 | $65K |
| Truvestments Capital LLC | 0.01% | No change | 650 | $65K |
| Finley Financial, LLC | 0.03% | No change | 640 | $64K |
| Kings Path Partners LLC | 0.02% | Reduce -7.1% | 627 | $63K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -1.3% | 627 | $63K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -6.0% | 611 | $61K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 578 | $58K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -30.6% | 571 | $57K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +126.4% | 566 | $57K |
| Caldwell Trust Co | 0.01% | No change | 539 | $54K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -37.6% | 528 | $53K |
| Franklin Resources Inc. | 0.00% | No change | 523 | $52K |
| Bogart Wealth, LLC | 0.00% | No change | 519 | $52K |
| Perkins Coie Trust Co | 0.01% | No change | 512 | $51K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 505 | $50K |
| Concord Wealth Partners | 0.01% | Add +0.6% | 502 | $50K |
| Arlington Trust Co LLC | 0.01% | Reduce -50.0% | 500 | $50K |
| Winthrop Capital Management, LLC | 0.01% | No change | 488 | $49K |
| Tsfg, LLC | 0.01% | No change | 487 | $49K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -71.7% | 477 | $48K |
| American Wealth Advisors, LLC | 0.05% | — | 471 | $47K |
| Mather Group, Llc. | 0.00% | New | 463 | $46K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 444 | $44K |
| Ancora Advisors LLC | 0.00% | No change | 434 | $43K |
| Bank of New Hampshire | 0.01% | No change | 423 | $42K |
| Lanark Financial, Inc. | 0.00% | Reduce -33.5% | 400 | $40K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -3.7% | 392 | $39K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 384 | $38K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 375 | $37K |
| Pacifica Partners Inc. | 0.01% | Reduce -70.1% | 340 | $34K |
| Legacies Wealth LLC | 0.02% | No change | 338 | $34K |
| Hager Investment Management Services, LLC | 0.02% | No change | 322 | $32K |
| Mechanics Financial Corp | 0.01% | Reduce -13.6% | 317 | $32K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 284 | $28K |
| DT Investment Partners, LLC | 0.00% | No change | 283 | $28K |
| Smithfield Trust Co | 0.00% | No change | 282 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 280 | $28K |
| Evolution Wealth Management Inc. | 0.03% | No change | 264 | $26K |
| Bell Investment Advisors, Inc | 0.00% | No change | 258 | $26K |
| CNB Bank | 0.01% | No change | 250 | $25K |
| Sherman Asset Management, Inc. | 0.02% | No change | 240 | $24K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -24.6% | 214 | $21K |
| GAMMA Investing LLC | 0.00% | No change | 212 | $21K |
| Richardson Capital Management LLC | 0.01% | New | 208 | $21K |
| Viewpoint Capital Management LLC | 0.01% | No change | 180 | $18K |
| Crews Bank & Trust | 0.00% | No change | 180 | $18K |
| Promus Capital, LLC | 0.01% | No change | 177 | $18K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 174 | $17K |
| Tucker Asset Management LLC | 0.01% | No change | 172 | $17K |
| NFSG Corp | 0.00% | No change | 163 | $16K |
| Balentine LLC | 0.00% | New | 163 | $16K |
| Sittner & Nelson, LLC | 0.01% | No change | 158 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 153 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +25.0% | 150 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $15K |
| JPL Wealth Management, LLC | 0.00% | New | 148 | $15K |
| Cornerstone Planning Group LLC | 0.00% | New | 144 | $15K |
| Archer Investment Corp | 0.00% | Reduce -24.2% | 141 | $14K |
| Northwest Capital Management Inc | 0.01% | Reduce -69.3% | 136 | $14K |
| Topsail Wealth Management, LLC | 0.00% | New | 134 | $13K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 132 | $13K |
| Chapman Financial Group, LLC | 0.01% | No change | 130 | $13K |
| Glen Eagle Advisors, LLC | 0.00% | Add +57.3% | 129 | $13K |
| REAP Financial Group, LLC | 0.00% | New | 126 | $13K |
| City Holding Co. | 0.00% | No change | 118 | $12K |
| Providence Capital Advisors, LLC | 0.00% | No change | 117 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 108 | $11K |
| Family Legacy Financial Solutions, LLC | 0.01% | Reduce -56.0% | 107 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $10K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 97 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 94 | $9K |
| Barrett & Company, Inc. | 0.00% | Add +36.8% | 93 | $9K |
| Harbor Asset Planning, Inc. | 0.01% | Add +1.1% | 89 | $9K |
| Johnson Financial Group, Inc. | 0.00% | No change | 78 | $8K |
| SouthState Bank Corp | 0.00% | Reduce -92.0% | 77 | $8K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 74 | $7K |
| Nemes Rush Group LLC | 0.00% | No change | 70 | $7K |
| Crewe Advisors LLC | 0.00% | Reduce -35.0% | 67 | $7K |
| 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 |
| Atwood & Palmer Inc. | 0.00% | New | 53 | $5K |
| City State Bank | 0.00% | No change | 48 | $5K |
| Financial Life Planners | 0.00% | New | 45 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 40 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 40 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 37 | $4K |
| Mma Asset Management LLC | 0.00% | New | 37 | $4K |
| Rice Partnership, LLC | 0.00% | New | 35 | $3K |
| Realta Investment Advisors | 0.00% | Reduce -84.0% | 34 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 31 | $3K |
| WFA Asset Management Corp | 0.00% | No change | 32 | $3K |
| Midwest Capital Advisors, LLC | 0.00% | Add +650.0% | 30 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 37 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -92.3% | 29 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 31 | $3K |
| Tripletail Wealth Management, LLC | 0.00% | New | 28 | $3K |
| Wealth Watch Advisors, INC | 0.00% | New | 22 | $2K |
| Bernard Wealth Management Corp. | 0.00% | New | 22 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 16 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 15 | $1K |
| 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 | $700 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 6 | $600 |
| Delta Asset Management LLC | 0.00% | No change | 3 | $324 |
| Kilter Group LLC | 0.00% | Reduce -33.3% | 2 | $221 |
| Disciplina Capital Management LLC | 0.00% | No change | 2 | $167 |
| 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.