iShares Core S&P U.S. ValueIUSVETF
13F holders, Q4 2025 (December 31)800holders +52
65new positions
43sold out
5famous investors
$102.57avg. 13F price*
At the end of Q4 2025, 800 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 52 from Q3 2025. 65 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($8.6B), LPL Financial LLC ($1.7B) and Morgan Stanley ($996.8M). 5 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $33.8M |
| Exits | 43 | $47.2M |
All 13F filers, Q3 2025 → Q4 2025: 11,297,872 shares bought and 2,672,326 shares sold, net +8,625,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 800 holders
| Bank of America Corp. | 0.62% | Add +4.0% | 83,401,630 | $8.6B |
| LPL Financial LLC | 0.46% | Add +3.6% | 16,406,531 | $1.7B |
| Morgan Stanley | 0.06% | Add +7.0% | 9,720,751 | $996.8M |
| Jones Financial Companies LLLP | 0.40% | Add +4.7% | 6,417,565 | $658.1M |
| Envestnet Asset Management Inc. | 0.18% | Add +2.2% | 5,937,609 | $608.8M |
| Signaturefd, LLC | 7.16% | Add +1.9% | 4,573,759 | $469.0M |
| Blue Trust, Inc. | 5.14% | Reduce -11.1% | 4,438,008 | $455.1M |
| Kestra Investment Management, LLC | 9.46% | Add +11.9% | 3,772,169 | $386.8M |
| Aspiriant, LLC | 10.55% | Reduce -0.5% | 3,582,196 | $367.3M |
| Merit Financial Group, LLC | 2.14% | Add +10.7% | 2,594,909 | $266.1M |
| JPMorgan Chase & Co. | 0.02% | Add +2.7% | 2,322,260 | $238.1M |
| Raymond James Financial Inc. | 0.05% | Add +13.9% | 1,720,462 | $176.4M |
| UBS Group AG | 0.03% | Add +1.6% | 1,612,088 | $165.3M |
| Royal Bank of Canada | 0.03% | Add +1.2% | 1,478,589 | $151.6M |
| Auto-Owners Insurance Co | 2.92% | Add +56.7% | 1,354,000 | $139.0M |
| Venturi Wealth Management, LLC | 5.91% | Add +455.2% | 1,297,346 | $133.0M |
| PNC Financial Services Group, Inc. | 0.07% | Add +49.0% | 1,219,063 | $125.0M |
| Modera Wealth Management, LLC | 1.42% | Reduce -5.2% | 1,193,892 | $122.4M |
| Commonwealth Equity Services, LLC | 0.16% | Reduce -9.0% | 1,161,647 | $119.1M |
| Benjamin Edwards Inc. | 1.30% | Add +6.8% | 1,148,105 | $117.7M |
| Wells Fargo & Company | 0.02% | Add +1.9% | 1,094,673 | $112.2M |
| Blair William & Co. | 0.30% | Add +5.0% | 1,093,999 | $112.2M |
| Foster Group, Inc. | 3.35% | Add +4.0% | 1,080,840 | $110.8M |
| Natixis Advisors, LLC | 0.13% | Add +9.3% | 887,030 | $91.0M |
| Canandaigua National Bank & Trust Co. | 7.94% | Add +3.2% | 863,837 | $88.6M |
| Corient Private Wealth LP | 0.11% | Add +75.5% | 783,408 | $80.3M |
| Cetera Investment Advisers | 0.08% | Reduce -9.8% | 743,600 | $76.2M |
| HighTower Advisors, LLC | 0.08% | Add +11.3% | 707,465 | $72.5M |
| Sequoia Financial Advisors, LLC | 0.40% | Add +8501.9% | 695,290 | $71.3M |
| McGlone Suttner Wealth Management, Inc. | 8.88% | Add +3.0% | 643,874 | $66.0M |
| Principal Securities, Inc. | 0.99% | Reduce -14.8% | 627,649 | $64.4M |
| Cwm, LLC | 0.17% | Reduce -1.5% | 613,072 | $62.9M |
| Allworth Financial LP | 0.26% | Reduce -4.3% | 611,958 | $62.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.3% | 560,171 | $57.4M |
| Allspring Global Investments Holdings, LLC | 0.09% | No change | 543,586 | $56.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -2.9% | 502,725 | $51.6M |
| FMR LLC | 0.00% | Reduce -1.4% | 470,937 | $48.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.4% | 451,423 | $47.3M |
| Nadler Financial Group, Inc. | 4.37% | Add +2.6% | 458,335 | $47.0M |
| Focus Partners Wealth | 0.05% | Add +14.0% | 448,877 | $45.9M |
| Flagship Harbor Advisors, LLC | 2.11% | Add +6.8% | 435,777 | $44.7M |
| Ameriprise Financial Inc. | 0.01% | Add +1.4% | 419,783 | $43.0M |
| Veracity Capital LLC | 12.31% | Add +4.1% | 404,951 | $41.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +3.7% | 387,312 | $39.7M |
| Townsend & Associates, Inc | 3.42% | Add +0.4% | 363,295 | $38.3M |
| Atlantic Union Bankshares Corp | 0.69% | Reduce -0.7% | 360,923 | $37.0M |
| Private Advisor Group, LLC | 0.17% | Add +0.4% | 356,596 | $36.6M |
| Tanglewood Legacy Advisors, LLC | 13.71% | Reduce -44.7% | 356,075 | $36.5M |
| Howe & Rusling Inc. | 2.37% | Add +2.2% | 349,317 | $35.8M |
| Hantz Financial Services, Inc. | 0.52% | Reduce -0.2% | 347,406 | $35.6M |
| Kestra Private Wealth Services, LLC | 0.43% | Reduce -3.2% | 340,869 | $35.0M |
| Madison Wealth Partners, Inc | 5.84% | Add +4.4% | 311,949 | $32.0M |
| Curi Capital, LLC | 0.55% | Add +67.9% | 310,799 | $31.9M |
| PCA Investment Advisory Services Inc. | 10.84% | Add +8.4% | 302,508 | $31.0M |
| ForthRight Wealth Management, LLC | 8.86% | Add +0.1% | 300,457 | $30.8M |
| Baird Financial Group, Inc. | 0.05% | Add +114.4% | 293,611 | $30.1M |
| Southern Capital Advisors, LLC | 13.89% | Add +2.3% | 293,510 | $30.1M |
| Financial Engines Advisors L.L.C. | 0.06% | Add +17.9% | 289,006 | $29.6M |
| MML Investors Services, LLC | 0.07% | Add +7.3% | 287,995 | $29.5M |
| Duncan Williams Asset Management, LLC | 7.26% | Add +31.3% | 272,824 | $29.2M |
| DDFG, Inc | 6.29% | Add +3.4% | 280,310 | $28.7M |
| GDS Wealth Management | 1.55% | Reduce -18.3% | 241,470 | $24.8M |
| Garde Capital, Inc. | 1.47% | Reduce -0.3% | 241,369 | $24.7M |
| Waldron Private Wealth LLC | 0.97% | Reduce -1.0% | 239,937 | $24.6M |
| Vident Advisory, LLC | 0.23% | Reduce -4.7% | 239,554 | $24.6M |
| Equitable Holdings, Inc. | 0.16% | Add +9.7% | 231,021 | $23.7M |
| Trek Financial, LLC | 1.37% | Add +299.4% | 230,602 | $23.6M |
| Alliance Private Wealth, LLC | 8.06% | — | 218,577 | $23.2M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -1.6% | 216,867 | $22.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +21.7% | 216,637 | $22.2M |
| Steele Capital Management, Inc. | 0.93% | Reduce -0.6% | 210,907 | $21.6M |
| Strategies Wealth Advisors, LLC | 2.16% | Reduce -1.6% | 210,546 | $21.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -30.4% | 210,157 | $21.5M |
| Salus Financial Advisors, LLC | 12.72% | Add +1.9% | 206,991 | $21.2M |
| SkyOak Wealth, LLC | 3.71% | Reduce -1.2% | 201,021 | $20.6M |
| Birchcreek Wealth Management, LLC | 10.03% | Add +18.4% | 199,277 | $20.4M |
| Ironwood Wealth Management, Inc. | 9.16% | Reduce -2.4% | 194,014 | $20.4M |
| Integrated Advisors Network LLC | 0.81% | Reduce -17.1% | 179,016 | $18.4M |
| Richard W. Paul & Associates, LLC | 5.95% | Add +6.1% | 174,875 | $17.9M |
| High Probability Advisors, LLC | 2.35% | Add +3.0% | 171,585 | $17.6M |
| Atria Investments, Inc | 0.20% | Reduce -5.9% | 169,310 | $17.4M |
| Kestra Advisory Services, LLC | 0.07% | Add +29.0% | 168,795 | $17.3M |
| Centaurus Financial, Inc. | 0.78% | Add +1.0% | 166,357 | $17.1M |
| Financial Partners Group, Inc | 1.95% | Add +0.0% | 160,364 | $16.9M |
| Crescent Grove Advisors, LLC | 1.59% | Reduce -0.3% | 163,211 | $16.7M |
| Stifel Financial Corp. | 0.01% | Add +6.6% | 162,531 | $16.7M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +9.6% | 155,566 | $16.0M |
| Petix & Botte Co | 3.55% | Reduce -12.6% | 152,471 | $15.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +1.2% | 150,621 | $15.4M |
| Mfa Wealth Advisors, LLC | 3.23% | Add +6.6% | 149,236 | $15.3M |
| Savant Capital, LLC | 0.09% | Reduce -1.0% | 147,964 | $15.2M |
| Global Strategic Investment Solutions, LLC | 1.46% | Add +0.4% | 145,310 | $14.9M |
| Truist Financial Corp. | 0.02% | Reduce -0.3% | 141,729 | $14.5M |
| Fortress Financial Group, LLC | 10.67% | Add +3.0% | 140,995 | $14.5M |
| Carl P. Sherr & Co., LLC | 6.43% | Add +1.1% | 136,991 | $14.4M |
| Cosner Financial Group, LLC | 7.30% | Add +0.6% | 139,518 | $14.3M |
| Creative Planning | 0.01% | Reduce -1.5% | 133,060 | $13.6M |
| United Capital Financial Advisors, LLC | 0.08% | Add +14.6% | 130,522 | $13.4M |
| Gotham Asset Management | 0.05% | Add +168.1% | 128,490 | $13.2M |
| Dean Investment Associates, LLC | 1.84% | Add +533.2% | 125,726 | $12.9M |
| NewEdge Advisors, LLC | 0.05% | Add +0.7% | 123,295 | $12.6M |
| Independence Financial Advisors, LLC | 3.35% | Reduce -0.8% | 118,715 | $12.2M |
| Main Street Financial Solutions, LLC | 0.90% | Reduce -0.5% | 117,673 | $12.1M |
| Creative Financial Designs Inc. | 0.75% | Add +3.6% | 116,601 | $12.0M |
| Roberts Financial Services LLC | 3.67% | Add +0.2% | 114,148 | $11.7M |
| Certified Advisory Corp | 1.07% | Reduce -2.5% | 114,144 | $11.7M |
| Lutz Financial Services LLC | 0.78% | Reduce -0.8% | 112,344 | $11.5M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -7.3% | 108,890 | $11.2M |
| Sigma Planning Corp | 0.31% | Reduce -15.2% | 108,742 | $11.2M |
| TD Private Client Wealth LLC | 0.23% | Reduce -10.3% | 105,148 | $10.8M |
| Mariner, LLC | 0.01% | Add +8.1% | 105,129 | $10.8M |
| Keenan, LLC | 9.46% | — | 104,957 | $10.8M |
| Tortoise Investment Management, LLC | 0.93% | Reduce -2.9% | 103,711 | $10.6M |
| Integrated Wealth Concepts LLC | 0.13% | Reduce -2.3% | 103,656 | $10.6M |
| Quent Capital, LLC | 0.73% | Reduce -0.7% | 98,656 | $10.1M |
| Sapient Capital LLC | 0.14% | Add +0.2% | 96,224 | $9.9M |
| Dynamic Advisor Solutions LLC | 0.32% | Reduce -12.1% | 95,917 | $9.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.9% | 95,480 | $9.8M |
| &partners | 0.05% | Add +10.4% | 95,684 | $9.8M |
| Arwa LLC | 5.58% | — | 93,266 | $9.6M |
| Equity Investment Corp. | 0.19% | Add +144.7% | 91,904 | $9.4M |
| Financial Council, LLC | 3.70% | Reduce -0.6% | 90,466 | $9.3M |
| Charter Oak Capital Management, LLC | 0.70% | Add +2.0% | 89,915 | $9.2M |
| Alliancebernstein L.P. | 0.00% | Add +0.6% | 89,915 | $9.2M |
| IFG Advisory, LLC | 0.40% | Add +10.4% | 89,533 | $9.2M |
| Amplius Wealth Advisors, LLC | 0.75% | Reduce -0.5% | 87,270 | $8.9M |
| ICONIQ Capital, LLC | 0.13% | No change | 85,842 | $8.8M |
| Zuckerman Investment Group, LLC | 0.76% | Add +7.2% | 83,056 | $8.5M |
| Alpha Zero LLC | 4.58% | Reduce -7.8% | 81,665 | $8.4M |
| Weil Company, Inc. | 1.91% | Add +37.8% | 80,935 | $8.3M |
| Robinson Smith Wealth Advisors LLC | 5.66% | Reduce -21.8% | 80,765 | $8.3M |
| Symphony Financial, Ltd. Co. | 1.09% | Reduce -31.7% | 79,040 | $8.1M |
| Foundry Financial Group, Inc. | 4.05% | Add +2.8% | 78,918 | $8.1M |
| HighMark Wealth Management LLC | 3.21% | Add +0.4% | 76,800 | $7.9M |
| Motive Wealth Advisors | 3.31% | Reduce -2.0% | 75,899 | $7.8M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -0.9% | 75,664 | $7.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -12.7% | 75,207 | $7.7M |
| Legacy Solutions, LLC | 6.74% | Add +1.6% | 74,831 | $7.7M |
| Canvas Wealth Advisors, LLC | 1.30% | Add +3.2% | 74,468 | $7.6M |
| Canandaigua National Trust Co of Florida | 4.76% | Add +0.7% | 74,131 | $7.6M |
| Valmark Advisers, Inc. | 0.09% | Reduce -3.3% | 70,515 | $7.2M |
| TD Waterhouse Canada Inc. | 0.04% | Add +2.7% | 69,230 | $7.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.3% | 67,004 | $6.9M |
| Ameritas Advisory Services, LLC | 0.26% | Reduce -47.6% | 66,622 | $6.8M |
| Townsend Financial Planning, LLC | 6.61% | — | 64,394 | $6.6M |
| Able Wealth Management LLC | 2.06% | Add +1.3% | 63,524 | $6.5M |
| Integrity Alliance, Llc. | 0.24% | Add +12.3% | 63,366 | $6.5M |
| Mutual Advisors, LLC | 0.14% | Add +3.9% | 62,619 | $6.4M |
| Gallagher Fiduciary Advisors, LLC | 0.21% | Add +6.5% | 62,323 | $6.4M |
| Beam Wealth Advisors, Inc. | 1.74% | Reduce -1.3% | 61,671 | $6.3M |
| Robertson Stephens Wealth Management, LLC | 0.18% | Add +422.5% | 61,602 | $6.3M |
| Tudor Investment Corporation | 0.04% | Add +310.2% | 60,478 | $6.2M |
| Corepath Wealth Partners LLC | 4.04% | Reduce -0.5% | 57,246 | $6.0M |
| Defined Wealth Management, LLC | 3.41% | Reduce -0.8% | 57,750 | $5.9M |
| Columbus Macro, LLC | 0.65% | Reduce -6.2% | 57,603 | $5.9M |
| Captrust Financial Advisors | 0.01% | Add +0.8% | 56,989 | $5.8M |
| SCS Capital Management LLC | 0.06% | Reduce -0.1% | 56,387 | $5.8M |
| Old Mission Investment Co LLC | 1.38% | Reduce -0.6% | 56,209 | $5.8M |
| Global Retirement Partners, LLC | 0.10% | Reduce -13.1% | 54,459 | $5.6M |
| 180 Wealth Advisors, LLC | 0.63% | Reduce -1.9% | 54,215 | $5.6M |
| OpenArc Corporate Advisory, LLC | 0.09% | — | 53,766 | $5.5M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +12.8% | 53,060 | $5.4M |
| Summit Financial, LLC | 0.08% | Add +1.6% | 52,732 | $5.4M |
| Spire Wealth Management | 0.18% | Reduce -0.5% | 52,472 | $5.4M |
| Comerica Bank | 0.02% | Add +6.6% | 51,795 | $5.3M |
| Stevens Capital Partners | 1.39% | Add +3.5% | 51,609 | $5.3M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -0.4% | 51,119 | $5.2M |
| Eley Financial Management, Inc | 1.87% | Add +1.6% | 50,685 | $5.2M |
| Arkadios Wealth Advisors | 0.10% | Add +1138.3% | 50,570 | $5.2M |
| Family Capital Management, Inc. | 2.27% | Add +12.0% | 49,898 | $5.1M |
| Eaton Financial Holdings Company, LLC | 1.37% | Reduce -6.9% | 49,808 | $5.1M |
| Summit Wealth Partners, LLC | 0.91% | Add +0.7% | 47,972 | $4.9M |
| Renaissance Technologies | 0.01% | Add +24.5% | 47,700 | $4.9M |
| Asset Management Group, Inc. | 0.79% | Add +0.1% | 47,610 | $4.9M |
| Variant Private Wealth, LLC | 5.06% | Reduce -16.6% | 47,525 | $4.9M |
| US Bancorp \de | 0.01% | Reduce -1.2% | 46,689 | $4.8M |
| Breakwater Capital Group | 0.67% | Reduce -3.0% | 46,679 | $4.8M |
| Elm Partners Management LLC | 0.21% | Reduce -0.1% | 45,133 | $4.6M |
| Rovin Capital /Ut/ | 1.21% | Add +50.0% | 44,340 | $4.5M |
| Deutsche Bank AG | 0.00% | Add +1.9% | 42,965 | $4.4M |
| Hilltop Wealth Advisors, LLC | 2.21% | Add +5.7% | 42,862 | $4.4M |
| Modern Wealth Management, LLC | 0.08% | Reduce -24.1% | 42,083 | $4.3M |
| M&T Bank Corp | 0.01% | Reduce -0.6% | 41,581 | $4.3M |
| BlackRock, Inc. | 0.00% | Add +112.5% | 41,468 | $4.3M |
| IHT Wealth Management, LLC | 0.10% | Reduce -4.4% | 41,409 | $4.2M |
| Forefront Wealth Partners, LLC | 2.00% | Add +6.1% | 41,217 | $4.2M |
| Wealth Management Partners, LLC | 1.17% | Reduce -1.8% | 40,110 | $4.1M |
| Bailard, Inc. | 0.09% | Add +4.3% | 39,482 | $4.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.7% | 39,242 | $4.0M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +16.2% | 39,138 | $4.0M |
| EP Wealth Advisors, LLC | 0.02% | — | 39,126 | $4.0M |
| Windward Private Wealth Management Inc. | 1.38% | Reduce -1.9% | 38,843 | $4.0M |
| Sunbelt Securities, Inc. | 0.26% | Reduce -7.6% | 37,438 | $3.8M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.19% | Reduce -6.1% | 36,908 | $3.8M |
| SOL Capital Management CO | 0.34% | No change | 36,900 | $3.8M |
| CIBC Private Wealth Group LLC | 0.01% | Add +769.1% | 36,745 | $3.8M |
| Oppenheimer & Co. Inc. | 0.05% | Add +6.7% | 36,571 | $3.7M |
| Greenline Partners, LLC | 0.42% | No change | 35,658 | $3.7M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +2.9% | 34,450 | $3.5M |
| Catalyst Private Wealth, LLC | 1.53% | Add +6.4% | 34,165 | $3.5M |
| Cerity Partners LLC | 0.01% | Add +18.5% | 33,607 | $3.4M |
| Cramer Rosenthal McGlynn LLC | 0.22% | New | 33,282 | $3.4M |
| Cresset Asset Management, LLC | 0.01% | Add +32.8% | 33,242 | $3.4M |
| Flow Traders U.S. LLC | 0.11% | New | 33,081 | $3.4M |
| Pathfinder Wealth Consulting, Inc. | 2.14% | — | 33,029 | $3.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.60% | Reduce -1.9% | 32,493 | $3.3M |
| Tobias Financial Advisors, Inc. | 0.46% | No change | 32,038 | $3.3M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -28.2% | 31,590 | $3.2M |
| Towne Trust Company, N.A | 1.00% | Add +83.9% | 31,087 | $3.2M |
| HighPoint Advisor Group LLC | 0.07% | New | 30,687 | $3.1M |
| AQR Capital Management | 0.00% | Add +26.0% | 30,573 | $3.1M |
| Family Manage LLC | 0.39% | Reduce -1.7% | 30,475 | $3.1M |
| Denver PWM, LLC | 1.04% | No change | 32,954 | $3.1M |
| 17 Capital Partners, LLC | 1.59% | Add +0.8% | 29,816 | $3.1M |
| Castellan Group | 0.38% | New | 29,740 | $3.0M |
| Atlas Capital Advisors Inc. | 0.33% | — | 28,917 | $3.0M |
| Valpey Financial Services, LLC | 1.89% | Reduce -0.9% | 28,888 | $3.0M |
| Guidance Point Advisors, LLC | 0.68% | Add +0.1% | 28,015 | $2.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +15.7% | 27,988 | $2.9M |
| Caliber Wealth Management, LLC / KS | 0.31% | Reduce -3.6% | 27,913 | $2.9M |
| Eagle Strategies LLC | 0.35% | Reduce -0.5% | 27,016 | $2.8M |
| Montag A & Associates Inc. | 0.13% | Reduce -3.0% | 26,925 | $2.8M |
| Composition Wealth, LLC | 0.04% | Add +3.7% | 26,909 | $2.8M |
| ZWJ Investment Counsel Inc. | 0.10% | Add +3.9% | 26,430 | $2.7M |
| Sterling Wealth Management, Inc. | 0.76% | Reduce -2.9% | 26,071 | $2.7M |
| General Partner, Inc. | 1.49% | No change | 25,634 | $2.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.76% | Add +0.4% | 25,371 | $2.6M |
| Prospera Financial Services Inc | 0.04% | Reduce -1.1% | 25,186 | $2.6M |
| Wealth Advisors of Iowa, LLC | 0.84% | Add +0.1% | 25,057 | $2.6M |
| Glenmede Trust Co. NA | 0.01% | — | 24,976 | $2.6M |
| Crestwood Advisors Group, LLC | 0.04% | Add +5.6% | 24,681 | $2.5M |
| Life Planning Partners, Inc | 1.92% | No change | 24,491 | $2.5M |
| Private Trust Co. NA | 0.22% | Add +0.8% | 24,359 | $2.5M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -0.4% | 24,308 | $2.5M |
| Matauro, LLC | 0.37% | Add +1.4% | 24,268 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.8% | 24,249 | $2.5M |
| Regal Investment Advisors LLC | 0.15% | Add +1.1% | 24,218 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.1% | 24,201 | $2.5M |
| Silver Lake Advisory, LLC | 0.95% | Add +3.1% | 23,951 | $2.5M |
| MFA Wealth Services | 1.65% | Add +0.4% | 23,848 | $2.4M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -3.9% | 23,651 | $2.4M |
| Vantage Financial Partners, LLC | 0.49% | Reduce -0.3% | 23,586 | $2.4M |
| Brooklyn Investment Group | 0.11% | Add +243.2% | 23,341 | $2.4M |
| Magnolia Capital Advisors LLC | 0.50% | Add +6.4% | 23,170 | $2.4M |
| Easterly Investment Partners LLC | 0.14% | New | 22,245 | $2.3M |
| Cahill Financial Advisors Inc. | 0.25% | Add +0.2% | 22,016 | $2.3M |
| Caprock Group, LLC | 0.05% | Add +1.4% | 21,771 | $2.2M |
| Drake & Associates, LLC | 0.44% | Reduce -9.5% | 21,651 | $2.2M |
| XY Planning Network, Inc. | 0.39% | Reduce -4.3% | 21,542 | $2.2M |
| Harbour Investments, Inc. | 0.04% | Add +1521.2% | 21,222 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +71.2% | 21,089 | $2.2M |
| Legacy Financial Strategies, LLC | 0.38% | Reduce -0.1% | 20,721 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -5.6% | 20,716 | $2.1M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -5.7% | 20,665 | $2.1M |
| Western Wealth Management, LLC | 0.10% | Add +10.8% | 20,629 | $2.1M |
| PFG Advisors | 0.10% | Reduce -5.0% | 20,492 | $2.1M |
| Next Capital Management LLC | 0.67% | Add +35.9% | 20,381 | $2.1M |
| NewEdge Wealth, LLC | 0.02% | Add +6.0% | 20,378 | $2.1M |
| Apollon Financial, LLC | 0.30% | Add +31.6% | 20,066 | $2.1M |
| First Heartland Consultants, Inc. | 0.15% | Add +0.1% | 19,732 | $2.0M |
| Occidental Asset Management, LLC | 0.24% | Add +123.3% | 19,362 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 19,094 | $2.0M |
| TL Private Wealth | 0.73% | Reduce -7.8% | 18,023 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -6.0% | 18,102 | $1.9M |
| Traub Capital Management LLC | 1.69% | Reduce -3.5% | 17,117 | $1.8M |
| NWF Advisory Services Inc. | 0.19% | Reduce -3.0% | 16,963 | $1.7M |
| Uptick Partners, LLC | 0.36% | Reduce -5.4% | 16,624 | $1.7M |
| WJ Wealth Management, LLC | 0.74% | Reduce -6.3% | 16,445 | $1.7M |
| TriaGen Wealth Management LLC | 0.43% | No change | 16,387 | $1.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.56% | Reduce -2.0% | 16,232 | $1.7M |
| CFO4Life Group, LLC | 0.23% | Add +0.5% | 15,506 | $1.6M |
| Soltis Investment Advisors LLC | 0.10% | New | 14,848 | $1.5M |
| Sovereign Financial Group, Inc. | 0.27% | Add +1.1% | 14,692 | $1.5M |
| Mgo One Seven LLC | 0.03% | Add +344.0% | 14,562 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.7% | 14,242 | $1.5M |
| Boyd Wealth Management, LLC | 0.62% | Reduce -12.6% | 14,235 | $1.5M |
| Ascentis Independent Advisors | 0.23% | Reduce -4.8% | 13,629 | $1.4M |
| New Wave Wealth Advisors LLC | 0.51% | Add +0.3% | 13,598 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Add +1.8% | 13,581 | $1.4M |
| Howland Capital Management LLC | 0.05% | Reduce -75.2% | 13,470 | $1.4M |
| Endowment Wealth Management, Inc. | 0.63% | Reduce -77.8% | 13,464 | $1.4M |
| Cambria Investment Management, L.P. | 0.08% | New | 13,449 | $1.4M |
| Litman Gregory Wealth Management LLC | 0.10% | Add +0.8% | 13,253 | $1.4M |
| Rik Saylor Financial, Inc. | 0.99% | Add +0.0% | 13,124 | $1.3M |
| Collective Family Office LLC | 0.31% | No change | 13,093 | $1.3M |
| Maryland Capital Advisors Inc. | 0.45% | Add +0.1% | 13,061 | $1.3M |
| 1900 Wealth Management LLC | 0.09% | Reduce -0.3% | 12,943 | $1.3M |
| Wealthquest Corp | 0.10% | Reduce -1.3% | 12,847 | $1.3M |
| M Holdings Securities, Inc. | 0.09% | New | 12,816 | $1.3M |
| Diversify Advisory Services, LLC | 0.04% | Reduce -22.3% | 12,406 | $1.3M |
| Carr Financial Group Corp | 0.34% | Add +0.5% | 12,567 | $1.3M |
| Tennessee Valley Asset Management Partners | 0.17% | Add +0.4% | 12,541 | $1.3M |
| American State Bank (Iowa) | 0.62% | Reduce -2.0% | 12,496 | $1.3M |
| Transcend Capital Advisors, LLC | 0.10% | Add +63.5% | 12,495 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -20.2% | 12,452 | $1.3M |
| Prism Planning Partners LLC | 1.42% | — | 12,340 | $1.3M |
| Syon Capital LLC | 0.06% | Reduce -0.2% | 12,317 | $1.3M |
| One Day In July LLC | 0.10% | No change | 12,254 | $1.3M |
| Narus Financial Partners, LLC | 0.35% | Add +0.1% | 12,248 | $1.3M |
| Potentia Wealth | 0.46% | No change | 12,173 | $1.2M |
| Nwam LLC | 0.07% | Add +1.6% | 11,699 | $1.2M |
| MLP3, LLC | 1.33% | — | 11,906 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +28.3% | 11,882 | $1.2M |
| Phillips Financial Management, LLC | 0.08% | Reduce -0.3% | 11,866 | $1.2M |
| Brickley Wealth Management | 0.20% | No change | 11,806 | $1.2M |
| VestGen Advisors, LLC | 0.05% | Reduce -55.3% | 11,395 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.26% | Add +0.0% | 11,326 | $1.2M |
| Verus Capital Partners, LLC | 0.08% | Add +4.3% | 10,953 | $1.1M |
| Argent Trust Co | 0.04% | No change | 10,940 | $1.1M |
| Atlantic Edge Private Wealth Management, LLC | 0.28% | Add +140.3% | 10,815 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -50.0% | 10,802 | $1.1M |
| Sound Income Strategies, LLC | 0.05% | Add +513.4% | 10,471 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Add +12.6% | 10,744 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Add +5.5% | 10,705 | $1.1M |
| Bleakley Financial Group, LLC | 0.02% | New | 10,496 | $1.1M |
| White Pine Capital LLC | 0.29% | Reduce -3.0% | 10,451 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.15% | Add +0.1% | 9,905 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.7% | 10,204 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +10.5% | 10,182 | $1.0M |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -0.5% | 10,061 | $1.0M |
| Lansing Street Advisors | 0.27% | Reduce -1.2% | 10,051 | $1.0M |
| World Investment Advisors | 0.02% | Add +3.2% | 9,895 | $1.0M |
| R. W. Roge & Company, Inc. | 0.49% | Reduce -0.2% | 9,715 | $996K |
| Elevate Wealth Advisory, Inc. | 0.68% | Reduce -12.0% | 9,703 | $995K |
| One Charles Private Wealth Services, LLC | 0.25% | Reduce -1.4% | 9,599 | $984K |
| Grey Fox Wealth Advisors, LLC | 0.20% | Reduce -12.2% | 9,467 | $971K |
| Commerce Bank | 0.01% | No change | 9,461 | $970K |
| Dentgroup LLC | 0.66% | Add +7.0% | 9,349 | $959K |
| Perennial Investment Advisors, LLC | 0.08% | Reduce -13.0% | 9,344 | $958K |
| Richmond Investment Services, LLC | 0.16% | Add +31.2% | 9,305 | $954K |
| Evermay Wealth Management LLC | 0.11% | Reduce -13.6% | 9,235 | $947K |
| Talisman Wealth Advisors LLC | 0.73% | Add +0.2% | 9,150 | $939K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.11% | — | 9,147 | $938K |
| USAdvisors Wealth Management, LLC | 0.31% | Reduce -81.4% | 9,106 | $933K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -5.4% | 8,902 | $913K |
| Moneco Advisors, LLC | 0.07% | Reduce -2.5% | 8,796 | $902K |
| ERn Financial, LLC | 0.17% | Add +7.9% | 8,705 | $893K |
| Verity Asset Management, Inc. | 0.38% | Reduce -48.0% | 8,605 | $882K |
| Interchange Capital Partners, LLC | 0.16% | Add +0.5% | 8,556 | $877K |
| HB Wealth Management, LLC | 0.01% | Add +27.4% | 8,539 | $876K |
| Empirical Asset Management, LLC | 0.24% | No change | 8,315 | $853K |
| Patten Group, Inc. | 0.16% | Reduce -10.2% | 8,291 | $850K |
| Ieq Capital, LLC | 0.00% | Reduce -0.3% | 8,252 | $846K |
| Riverwater Partners LLC | 0.33% | Add +132.4% | 8,248 | $846K |
| Synergy Investment Management, LLC | 0.30% | Reduce -8.9% | 8,146 | $835K |
| Northwest Wealth Management, LLC | 0.13% | Reduce -14.6% | 8,113 | $832K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -0.1% | 8,100 | $831K |
| William Howard & Co Financial Advisors Inc | 0.70% | No change | 8,056 | $826K |
| Independent Financial Group, LLC | 0.02% | Add +32.8% | 7,983 | $819K |
| Beirne Wealth Consulting Services, LLC | 0.24% | Reduce -4.7% | 7,955 | $816K |
| Diversify Wealth Management, LLC | 0.04% | New | 7,693 | $807K |
| Kingsview Wealth Management, LLC | 0.01% | Add +9.6% | 7,870 | $807K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -21.7% | 7,809 | $801K |
| Whittier Trust Co. | 0.01% | No change | 7,498 | $785K |
| Verdence Capital Advisors LLC | 0.05% | Add +0.1% | 7,580 | $777K |
| Bessemer Group Inc. | 0.00% | Add +33.3% | 7,548 | $774K |
| Fiduciary Advisors, Inc. | 0.58% | Add +0.5% | 7,491 | $768K |
| Innovative Wealth Building LLC | 0.56% | Reduce -0.2% | 7,442 | $763K |
| Berman McAleer LLC | 0.10% | Reduce -5.9% | 7,308 | $749K |
| Choreo, LLC | 0.01% | Reduce -21.7% | 7,177 | $741K |
| D.A. Davidson & Co. | 0.00% | Reduce -6.8% | 7,183 | $737K |
| Hoxton Planning & Management, LLC | 0.22% | Reduce -0.6% | 7,174 | $736K |
| Firestone Capital Management | 0.15% | No change | 6,942 | $712K |
| Kingswood Wealth Advisors, LLC | 0.03% | No change | 6,940 | $712K |
| DGS Capital Management, LLC | 0.12% | Reduce -1.1% | 6,891 | $707K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.3% | 6,854 | $703K |
| St Germain D J Co. Inc. | 0.03% | No change | 6,804 | $698K |
| Sachetta, LLC | 0.38% | Reduce -35.6% | 6,766 | $694K |
| Coordinated Financial Services, Inc. | 0.40% | Reduce -3.2% | 6,729 | $690K |
| Regimen Wealth, LLC | 0.20% | Add +0.4% | 6,727 | $690K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -53.4% | 6,705 | $688K |
| Waterloo Capital, L.P. | 0.05% | Add +0.0% | 6,654 | $682K |
| Trust Point Inc. | 0.05% | No change | 6,600 | $677K |
| Barnes Wealth Management Group, Inc | 0.36% | Reduce -0.6% | 6,516 | $668K |
| Cambridge Financial Group, LLC | 0.23% | No change | 6,590 | $668K |
| XML Financial, LLC | 0.05% | Add +4.1% | 6,410 | $657K |
| Retirement Management Systems Inc. | 0.17% | — | 6,360 | $652K |
| Sterling Capital Management LLC | 0.01% | Reduce -2.6% | 6,271 | $643K |
| Essex Financial Services, Inc. | 0.04% | Add +2.0% | 6,256 | $641K |
| Cascade Financial Partners, LLC | 0.06% | No change | 6,233 | $639K |
| Arax Advisory Partners | 0.02% | New | 6,214 | $637K |
| RDA Financial Network | 0.15% | Reduce -82.6% | 6,186 | $634K |
| Mission Wealth Management, LP | 0.01% | Reduce -3.9% | 6,057 | $621K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -0.6% | 6,016 | $617K |
| Jamison Private Wealth Management, Inc. | 0.08% | No change | 5,971 | $612K |
| Qube Research & Technologies Ltd | 0.00% | Add +1148.0% | 5,953 | $610K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 5,933 | $608K |
| Roble, Belko & Company, Inc | 0.08% | No change | 5,915 | $607K |
| Annex Advisory Services, LLC | 0.01% | Add +0.3% | 5,883 | $603K |
| Bright Futures Wealth Management, LLC. | 0.45% | Reduce -2.5% | 5,836 | $598K |
| Mitchell Capital Management Co. | 0.11% | Add +5.9% | 5,828 | $598K |
| Essex Bank | 0.13% | No change | 5,824 | $597K |
| MAI Capital Management | 0.00% | Reduce -5.4% | 5,793 | $594K |
| German American Bancorp, Inc. | 0.05% | No change | 5,792 | $594K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -39.1% | 5,767 | $591K |
| Dorsey & Whitney Trust CO LLC | 0.03% | New | 5,721 | $587K |
| Prudent Investors Network, Inc. | 0.13% | Add +1.7% | 5,673 | $582K |
| USA Financial Formulas | 0.11% | New | 5,672 | $582K |
| Dynamic Financial Group | 0.50% | Reduce -2.4% | 5,672 | $582K |
| Ketron Financial | 0.19% | — | 5,598 | $574K |
| StoneX Group Inc. | 0.02% | Add +41.5% | 5,535 | $568K |
| Hobbs Group Advisors, LLC | 0.17% | Add +0.0% | 5,505 | $565K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.7% | 5,500 | $564K |
| Brown Advisory Inc. | 0.00% | Reduce -4.4% | 5,449 | $559K |
| Meridian Wealth Management, LLC | 0.02% | Add +13.3% | 5,390 | $553K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 5,385 | $552K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Add +2.2% | 5,389 | $552K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +4.5% | 5,357 | $549K |
| Forte Asset Management LLC | 0.25% | No change | 5,288 | $542K |
| Pathstone Holdings, LLC | 0.00% | Add +0.4% | 5,282 | $542K |
| Presilium Private Wealth, LLC | 0.10% | Reduce -2.8% | 5,274 | $541K |
| Awm Capital, LLC | 0.05% | Add +0.5% | 5,263 | $540K |
| Braeburn Wealth Management LLC | 0.28% | — | 5,256 | $539K |
| Simplicity Wealth,LLC | 0.03% | Reduce -14.6% | 5,241 | $537K |
| Bank of Montreal | 0.00% | Reduce -17.4% | 5,236 | $537K |
| Lido Advisors, LLC | 0.00% | Add +16.5% | 5,331 | $535K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.1% | 5,210 | $534K |
| Inspire Advisors, LLC | 0.05% | Add +40.3% | 5,206 | $534K |
| Sweeney & Michel, LLC | 0.16% | Add +0.5% | 4,940 | $532K |
| Boreal Capital Management LLC | 0.48% | No change | 5,143 | $527K |
| BTC Capital Management, Inc. | 0.04% | No change | 5,140 | $527K |
| GWN Securities Inc. | 0.11% | Reduce -1.3% | 5,135 | $527K |
| Fortis Advisors, LLC | 0.29% | Add +0.5% | 5,051 | $518K |
| Becker Capital Management Inc. | 0.01% | Reduce -1.6% | 5,013 | $514K |
| Flagstar Securities, Inc. | 0.17% | Reduce -3.7% | 4,999 | $513K |
| Unique Wealth Strategies, LLC | 0.20% | Add +87.2% | 4,913 | $504K |
| Tompkins Financial Corp. | 0.04% | No change | 4,883 | $501K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,761 | $499K |
| SYM FINANCIAL Corp | 0.05% | Add +3.7% | 4,862 | $499K |
| Parallel Advisors, LLC | 0.01% | Add +2.1% | 4,861 | $499K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +3.0% | 4,772 | $495K |
| Stone House Investment Management, LLC | 0.08% | Add +13.1% | 4,803 | $493K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,728 | $485K |
| FourThought Financial Partners, LLC | 0.04% | Add +9.7% | 4,690 | $481K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +1.7% | 4,689 | $481K |
| Mascoma Wealth Management LLC | 0.10% | Reduce -7.9% | 4,642 | $476K |
| Burk Holdings LLC | 0.23% | No change | 4,621 | $474K |
| Koesten, Hirschmann & Crabtree, INC. | 0.23% | No change | 4,594 | $471K |
| Cim, LLC | 0.06% | Add +1.6% | 4,590 | $471K |
| Total Clarity Wealth Management, Inc. | 0.11% | New | 4,589 | $471K |
| Clark Asset Management, LLC | 0.05% | New | 4,564 | $468K |
| Cutler Capital Management, LLC | 0.17% | No change | 4,550 | $467K |
| Choate Investment Advisors | 0.01% | No change | 4,500 | $461K |
| Northbridge Financial Group, LLC | 0.21% | — | 4,480 | $459K |
| Vanguard Group Inc. | 0.00% | Add +27.9% | 4,452 | $457K |
| Norden Group LLC | 0.04% | No change | 4,422 | $453K |
| Invariant Investment Management | 0.29% | — | 4,298 | $452K |
| Vise Technologies, Inc. | 0.01% | New | 4,401 | $451K |
| Investment Advisory Group, LLC | 0.12% | Reduce -6.4% | 4,388 | $450K |
| Vigil Wealth Management, LLC | 0.37% | — | 4,382 | $449K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.1% | 4,377 | $449K |
| Americana Partners, LLC | 0.01% | Reduce -4.2% | 4,376 | $449K |
| Premier Path Wealth Partners, LLC | 0.06% | No change | 4,341 | $445K |
| Victory Financial Group, LLC | 0.06% | Reduce -9.2% | 4,330 | $444K |
| Augustine Asset Management Inc. | 0.09% | Reduce -1.0% | 4,304 | $441K |
| Bellecapital International Ltd. | 0.08% | No change | 4,291 | $440K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +48.1% | 4,273 | $438K |
| Fisher Asset Management | 0.00% | Add +79.0% | 4,261 | $437K |
| Indivisible Partners | 0.05% | — | 4,242 | $435K |
| Good Harbor Advisors, Inc. | 0.51% | — | 4,241 | $435K |
| TFR Capital, LLC. | 0.14% | No change | 4,217 | $432K |
| Ellis Investment Partners, LLC | 0.08% | Add +0.4% | 4,208 | $432K |
| American Trust | 0.04% | Reduce -12.6% | 4,166 | $427K |
| SFG Wealth Management, LLC. | 0.17% | Add +0.2% | 4,147 | $425K |
| COFG Advisors, LLC | 0.10% | — | 4,134 | $424K |
| Claro Advisors Inc. | 0.06% | Add +0.4% | 4,132 | $424K |
| Zhang Financial LLC | 0.02% | New | 4,121 | $423K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,112 | $422K |
| BIP Wealth, LLC | 0.01% | Add +0.0% | 4,109 | $421K |
| Patten & Patten Inc. | 0.02% | No change | 4,070 | $417K |
| Csenge Advisory Group | 0.02% | Add +0.4% | 4,051 | $415K |
| Stephens Inc. | 0.01% | Reduce -0.7% | 4,036 | $414K |
| Beck Bode, LLC | 0.07% | Reduce -21.8% | 4,008 | $411K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -47.6% | 4,004 | $411K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 3,976 | $408K |
| Financial Planning Hawaii, Inc. | 0.23% | — | 3,966 | $407K |
| National Bank of Canada | 0.00% | Reduce -1.7% | 3,941 | $404K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,919 | $402K |
| IFP Advisors, Inc | 0.01% | Add +22.3% | 3,914 | $401K |
| United Advisor Group, LLC | 0.05% | Add +2.1% | 3,910 | $401K |
| McGowan Group Asset Management, Inc. | 0.05% | Add +0.5% | 3,893 | $399K |
| Global Assets Advisory, LLC | 0.11% | No change | 3,888 | $399K |
| Peak Retirement Planning, Inc. | 0.09% | Reduce -18.0% | 3,832 | $393K |
| Collier Financial | 0.29% | Add +0.8% | 3,825 | $392K |
| Wealth Alliance, LLC | 0.04% | Add +0.8% | 3,823 | $392K |
| Bank of Marin | 0.27% | No change | 3,820 | $392K |
| Diversified Enterprises, LLC | 0.02% | Reduce -9.8% | 3,811 | $391K |
| Melone Private Wealth, LLC | 0.16% | Reduce -0.3% | 3,792 | $389K |
| FF Advisors,LLC | 0.17% | No change | 3,772 | $387K |
| LRI Investments, LLC | 0.03% | No change | 3,703 | $380K |
| Lauterbach Financial Advisors, LLC | 0.19% | Reduce -0.5% | 3,697 | $379K |
| Colonial Trust Co / SC | 0.05% | No change | 3,689 | $378K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -0.1% | 3,684 | $378K |
| First National Bank of Hutchinson | 0.22% | No change | 3,682 | $378K |
| Fifth Third Bancorp | 0.00% | Reduce -1.6% | 3,670 | $376K |
| eCIO, Inc. | 0.17% | New | 3,657 | $375K |
| Redwood Financial Network Corp | 0.24% | Add +42.6% | 3,636 | $373K |
| Christensen, King & Associates Investment Services, Inc. | 0.16% | Add +0.1% | 3,589 | $368K |
| Intrua Financial, LLC | 0.04% | Add +5.4% | 3,580 | $367K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.1% | 3,579 | $367K |
| Trust Co. of Vermont | 0.02% | Add +133.4% | 3,573 | $366K |
| Savvy Advisors, Inc. | 0.01% | Add +57.1% | 3,564 | $365K |
| Front Row Advisors LLC | 0.12% | No change | 3,560 | $365K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,555 | $365K |
| Leavell Investment Management, Inc. | 0.01% | No change | 3,523 | $361K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Reduce -4.2% | 3,493 | $358K |
| RFG Advisory, LLC | 0.01% | Add +0.0% | 3,488 | $358K |
| Sheets Smith Wealth Management | 0.04% | Add +0.2% | 3,487 | $358K |
| Alliance Wealth Advisors, LLC | 0.17% | Add +0.1% | 3,470 | $356K |
| McAdam, LLC | 0.02% | Add +2.4% | 3,437 | $352K |
| Scotia Capital Inc. | 0.00% | Reduce -9.3% | 3,434 | $352K |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.6% | 3,371 | $346K |
| Carnegie Investment Counsel | 0.01% | No change | 3,368 | $345K |
| Wealthspan Partners, LLC | 0.13% | Reduce -5.1% | 3,361 | $345K |
| Aerodigm Wealth, LLC | 0.13% | No change | 3,320 | $340K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 3,315 | $340K |
| CX Institutional | 0.01% | Add +0.5% | 3,248 | $333K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Reduce -6.1% | 3,226 | $331K |
| TritonPoint Partners, LLC | 0.18% | — | 3,225 | $331K |
| Valued Wealth Advisors LLC | 0.14% | Reduce -0.5% | 3,214 | $330K |
| Heritage Wealth Management, Inc./Texas | 0.14% | No change | 3,214 | $330K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.5% | 3,210 | $329K |
| CPA Asset Management Group, LLC | 0.11% | No change | 3,180 | $326K |
| Naples Global Advisors, LLC | 0.02% | Reduce -1.6% | 3,179 | $326K |
| Clifford Group, LLC | 0.25% | Reduce -16.8% | 3,178 | $326K |
| Greenspring Advisors, LLC | 0.02% | New | 3,173 | $325K |
| Ridgecrest Wealth Partners, LLC | 0.18% | No change | 3,150 | $323K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +9.7% | 3,136 | $322K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,124 | $320K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 3,123 | $320K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -48.3% | 3,113 | $319K |
| SC&H Financial Advisors, Inc. | 0.05% | Add +0.4% | 3,095 | $317K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 3,087 | $317K |
| LongView Wealth Management | 0.08% | No change | 3,004 | $316K |
| Brookstone Capital Management | 0.00% | New | 3,080 | $316K |
| Summit Investment Advisory Services, LLC | 0.12% | New | 3,063 | $314K |
| Bank Ozk | 0.11% | Add +5.2% | 3,059 | $314K |
| Two Sigma Securities, LLC | 0.04% | New | 3,039 | $312K |
| Assetmark, Inc. | 0.00% | Add +4.8% | 3,032 | $311K |
| Asset Dedication, LLC | 0.02% | No change | 3,029 | $311K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -92.0% | 2,971 | $307K |
| Compass Ion Advisors, LLC | 0.03% | No change | 2,960 | $303K |
| AE Wealth Management LLC | 0.00% | Reduce -30.6% | 2,959 | $303K |
| Sovran Advisors, LLC | 0.03% | Add +6.6% | 2,852 | $301K |
| Mullaney, Keating & Wright, Inc. | 0.16% | Add +0.4% | 2,925 | $300K |
| Summit Trail Advisors, LLC | 0.01% | No change | 2,923 | $300K |
| Fielder Capital Group LLC | 0.06% | Reduce -25.2% | 2,915 | $299K |
| Parsons Capital Management Inc. | 0.02% | No change | 2,909 | $298K |
| Atala Financial Inc | 0.19% | No change | 2,894 | $297K |
| Legacy Financial Group LLC | 0.04% | Reduce -18.5% | 2,713 | $291K |
| Heritage Family Offices, LLP | 0.13% | No change | 2,832 | $290K |
| Elevatus Welath Management | 0.08% | Add +0.5% | 2,831 | $290K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.9% | 2,828 | $290K |
| KWB Wealth | 0.03% | Add +8.0% | 2,817 | $289K |
| Hilltop Holdings Inc. | 0.02% | Add +0.4% | 2,814 | $289K |
| Roxbury Financial LLC | 0.26% | Reduce -2.8% | 2,808 | $288K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | No change | 2,800 | $287K |
| Weaver Consulting Group | 0.07% | No change | 2,720 | $279K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.9% | 2,720 | $279K |
| McIlrath & Eck, LLC | 0.03% | Add +0.5% | 2,683 | $275K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +5.7% | 2,677 | $275K |
| Headinvest, LLC | 0.05% | No change | 2,673 | $274K |
| Pinnacle Associates Ltd. | 0.00% | No change | 2,666 | $273K |
| Greenhouse Wealth Management, LLC | 0.16% | No change | 2,661 | $273K |
| Joule Financial, LLC | 0.08% | Reduce -1.5% | 2,657 | $272K |
| Prospect Financial Services LLC | 0.15% | New | 2,627 | $269K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -8.0% | 2,626 | $269K |
| Mason Investment Advisory Services, Inc. | 0.01% | Add +0.0% | 2,620 | $269K |
| Aspen Wealth Management LLC | 0.06% | Reduce -3.8% | 2,614 | $268K |
| Klingman & Associates, LLC | 0.01% | No change | 2,607 | $267K |
| Elevation Wealth Management LLC | 0.25% | — | 2,551 | $262K |
| Oak Asset Management, LLC | 0.09% | Add +0.6% | 2,525 | $259K |
| Francis Financial, Inc. | 0.05% | No change | 2,519 | $258K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.6% | 2,514 | $258K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 2,493 | $256K |
| North Star Investment Management Corp. | 0.02% | Add +0.1% | 2,488 | $255K |
| Fingerlakes Wealth Management, Inc. | 0.16% | Add +0.5% | 2,476 | $254K |
| Prasad Wealth Partners, LLC | 0.07% | Add +2.3% | 2,448 | $251K |
| Godfrey Financial Associates, Inc. | 0.22% | — | 2,495 | $250K |
| Hopwood Financial Services, Inc. | 0.17% | No change | 2,410 | $247K |
| Manhattan West Asset Management, LLC | 0.05% | Add +0.6% | 2,376 | $244K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | No change | 2,345 | $240K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | Reduce -9.5% | 2,331 | $239K |
| Operose Advisors LLC | 0.06% | Add +1.3% | 2,322 | $238K |
| Capital Analysts, LLC | 0.01% | Reduce -2.2% | 2,321 | $238K |
| CreativeOne Wealth, LLC | 0.01% | Add +8.6% | 2,313 | $237K |
| Legacy Advisors, LLC | 0.03% | New | 2,311 | $237K |
| Falcon Wealth Planning | 0.02% | Reduce -2.5% | 2,305 | $236K |
| Continuum Advisory, LLC | 0.02% | New | 2,291 | $235K |
| Empower Advisory Group, LLC | 0.00% | New | 2,277 | $233K |
| Pallas Capital Advisors LLC | 0.01% | New | 2,265 | $232K |
| First Trust Advisors LP | 0.00% | Reduce -5.4% | 2,259 | $232K |
| Trilogy Capital Inc. | 0.01% | Reduce -0.9% | 2,256 | $231K |
| Plum Street Advisors, LLC | 0.08% | Add +9.5% | 2,255 | $231K |
| Accel Wealth Management | 0.06% | No change | 2,253 | $231K |
| Key Financial Inc | 0.04% | Reduce -4.2% | 2,244 | $230K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.7% | 2,231 | $229K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -48.1% | 2,231 | $229K |
| Visionary Wealth Advisors | 0.01% | No change | 2,222 | $228K |
| Signature Resources Capital Management, LLC | 0.11% | No change | 2,210 | $227K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,197 | $225K |
| Wilkinson Global Asset Management LLC | 0.02% | New | 2,190 | $225K |
| Ullmann Wealth Partners Group, LLC | 0.02% | No change | 2,221 | $224K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.5% | 2,186 | $224K |
| Pinnacle Family Advisors, LLC | 0.10% | Add +0.1% | 2,183 | $224K |
| Larson Financial Group LLC | 0.01% | Add +46.5% | 2,182 | $224K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -19.4% | 2,160 | $223K |
| Collaborative Wealth Managment Inc. | 0.08% | Reduce -2.0% | 2,169 | $222K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +122.4% | 2,151 | $221K |
| Angeles Wealth Management, LLC | 0.01% | No change | 2,151 | $221K |
| Watchman Group, Inc. | 0.05% | No change | 2,138 | $219K |
| Gibson Capital, LLC | 0.04% | No change | 2,106 | $216K |
| Total Investment Management Inc. | 0.03% | No change | 2,105 | $216K |
| Verum Partners LLC | 0.04% | Reduce -1.4% | 2,105 | $216K |
| Fiduciary Group, LLC | 0.02% | No change | 2,100 | $215K |
| Long Run Wealth Advisors, LLC | 0.04% | Add +0.5% | 2,084 | $214K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.8% | 2,078 | $213K |
| Kovack Advisors, Inc. | 0.01% | New | 2,061 | $211K |
| Oxbow Advisors, LLC | 0.02% | No change | 2,061 | $211K |
| Values Added Financial LLC | 0.09% | No change | 2,031 | $208K |
| Proficio Capital Partners LLC | 0.01% | No change | 2,022 | $207K |
| Firethorn Wealth Partners, LLC | 0.08% | Add +0.6% | 2,017 | $207K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,013 | $206K |
| NorthRock Partners, LLC | 0.00% | Reduce -20.7% | 2,011 | $206K |
| MCF Advisors LLC | 0.01% | No change | 2,008 | $206K |
| Discipline Wealth Solutions, LLC | 0.04% | New | 2,000 | $205K |
| Marble Harbor Investment Counsel, LLC | 0.02% | New | 2,000 | $205K |
| Simon Quick Advisors, LLC | 0.01% | New | 1,993 | $204K |
| Element Pointe Advisors, LLC | 0.04% | New | 1,983 | $203K |
| Krilogy Financial LLC | 0.01% | New | 1,928 | $203K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,975 | $203K |
| Macroview Investment Management LLC | 0.14% | New | 1,973 | $202K |
| Headland Capital, LLC | 0.06% | New | 1,968 | $202K |
| JMN Financial LLC | 0.20% | — | 1,961 | $201K |
| Three Magnolias Financial Advisors, LLC | 0.12% | New | 1,960 | $201K |
| International Assets Investment Management, LLC | 0.01% | Reduce -11.8% | 1,856 | $190K |
| Fourth Dimension Wealth, LLC | 0.07% | Reduce -12.4% | 1,849 | $190K |
| Financial Perspectives, Inc | 0.05% | Add +0.5% | 1,761 | $181K |
| First Financial Corp. | 0.07% | No change | 1,759 | $180K |
| WealthShield Partners, LLC | 0.02% | No change | 1,750 | $179K |
| Keystone Financial Group, Inc. | 0.09% | Add +0.5% | 1,744 | $179K |
| Teachers Insurance & Annuity Association of America | 0.21% | No change | 1,705 | $175K |
| Curio Wealth, LLC | 0.06% | No change | 1,674 | $174K |
| Smartleaf Asset Management LLC | 0.01% | Add +180.7% | 1,603 | $166K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.7% | 1,614 | $166K |
| Birchwood Financial Partners, Inc. | 0.16% | — | 1,559 | $160K |
| CoreCap Advisors, LLC | 0.01% | Reduce -26.0% | 1,531 | $157K |
| Hoese & Co LLP | 0.11% | New | 1,500 | $154K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,490 | $153K |
| Avion Wealth | 0.03% | Reduce -3.9% | 1,441 | $147K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.7% | 1,405 | $144K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Add +8.1% | 1,329 | $136K |
| TD Capital Management LLC | 0.01% | No change | 1,325 | $136K |
| Vermillion Wealth Management, Inc. | 0.05% | No change | 1,295 | $133K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -10.9% | 1,228 | $126K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,173 | $120K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,171 | $120K |
| Liberty One Investment Management, LLC | 0.02% | Reduce -93.4% | 1,169 | $120K |
| Anchor Investment Management, LLC | 0.01% | Reduce -0.1% | 1,147 | $118K |
| IMG Wealth Management, Inc. | 0.07% | No change | 1,138 | $117K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,119 | $115K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,084 | $111K |
| Stephens Consulting, LLC | 0.04% | No change | 1,082 | $111K |
| Ankerstar Wealth, LLC | 0.11% | — | 1,081 | $111K |
| AlphaCore Capital LLC | 0.00% | Add +14.3% | 1,055 | $108K |
| Park Place Capital Corp | 0.02% | Add +0.5% | 964 | $99K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +21.1% | 945 | $97K |
| 1 North Wealth Services LLC | 0.03% | No change | 900 | $92K |
| Zions Bancorporation, National Association | 0.00% | Reduce -72.2% | 887 | $91K |
| Rossmore Private Capital | 0.01% | No change | 880 | $90K |
| Financial Consulate, Inc. | 0.01% | No change | 818 | $84K |
| Abound Financial, LLC | 0.03% | New | 806 | $83K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 773 | $79K |
| First Horizon Corp. | 0.00% | No change | 754 | $77K |
| Golden State Wealth Management, LLC | 0.01% | Add +5.4% | 721 | $74K |
| Pacific Center for Financial Services | 0.02% | No change | 709 | $71K |
| Ancora Advisors LLC | 0.00% | Add +58.8% | 689 | $71K |
| Essential Partners LLC | 0.02% | New | 660 | $68K |
| Abound Wealth Management | 0.02% | Add +0.3% | 656 | $67K |
| Truvestments Capital LLC | 0.01% | No change | 650 | $67K |
| Finley Financial, LLC | 0.03% | No change | 640 | $66K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 611 | $63K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 578 | $59K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -10.7% | 560 | $57K |
| Atomic Invest LLC | 0.03% | — | 550 | $57K |
| Franklin Resources Inc. | 0.00% | No change | 523 | $54K |
| Bogart Wealth, LLC | 0.00% | No change | 519 | $53K |
| Perkins Coie Trust Co | 0.01% | No change | 512 | $53K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 505 | $52K |
| Concord Wealth Partners | 0.01% | Add +0.4% | 504 | $52K |
| Arlington Trust Co LLC | 0.01% | No change | 500 | $51K |
| Kings Path Partners LLC | 0.02% | Reduce -20.4% | 499 | $51K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -7.6% | 488 | $50K |
| Winthrop Capital Management, LLC | 0.01% | No change | 488 | $50K |
| Tsfg, LLC | 0.01% | No change | 487 | $50K |
| American Wealth Advisors, LLC | 0.05% | Add +0.4% | 473 | $49K |
| MidFirst Bank | 0.00% | — | 457 | $47K |
| Quattro Advisors LLC | 0.04% | — | 446 | $46K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 444 | $46K |
| Hilton Head Capital Partners, LLC | 0.03% | — | 442 | $45K |
| Bank of New Hampshire | 0.01% | No change | 423 | $43K |
| SHP Wealth Management | 0.00% | — | 407 | $42K |
| Lanark Financial, Inc. | 0.00% | No change | 400 | $41K |
| Vision Retirement, LLC | 0.01% | — | 394 | $40K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 384 | $39K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 375 | $38K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 360 | $37K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 344 | $35K |
| Pacifica Partners Inc. | 0.02% | No change | 340 | $35K |
| Motiv8 Investments LLC | 0.02% | New | 342 | $35K |
| Legacies Wealth LLC | 0.02% | No change | 338 | $35K |
| Hager Investment Management Services, LLC | 0.02% | No change | 322 | $33K |
| Mechanics Financial Corp | 0.01% | No change | 317 | $33K |
| Ransom Advisory, Ltd | 0.01% | New | 300 | $31K |
| NCP Inc. | 0.02% | New | 290 | $30K |
| Motco | 0.00% | New | 285 | $29K |
| Premier Financial Group | 0.01% | New | 282 | $29K |
| DT Investment Partners, LLC | 0.00% | No change | 283 | $29K |
| Smithfield Trust Co | 0.00% | No change | 282 | $29K |
| Evolution Wealth Management Inc. | 0.02% | Add +6.4% | 281 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 280 | $29K |
| Caldwell Trust Co | 0.00% | Reduce -49.7% | 271 | $28K |
| Bell Investment Advisors, Inc | 0.00% | No change | 258 | $26K |
| CNB Bank | 0.01% | No change | 250 | $26K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -55.8% | 250 | $26K |
| Sherman Asset Management, Inc. | 0.02% | No change | 240 | $25K |
| SageView Advisory Group, LLC | 0.00% | New | 224 | $23K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 216 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 214 | $22K |
| Realta Investment Advisors | 0.01% | Add +526.5% | 213 | $22K |
| GAMMA Investing LLC | 0.00% | No change | 212 | $22K |
| Root Financial Partners, LLC | 0.00% | Add +1300.0% | 210 | $22K |
| Optima Capital LLC | 0.01% | New | 193 | $20K |
| Affinity Wealth LLC | 0.01% | New | 191 | $20K |
| Country Trust Bank | 0.00% | New | 190 | $19K |
| Viewpoint Capital Management LLC | 0.01% | No change | 180 | $18K |
| Crews Bank & Trust | 0.00% | No change | 180 | $18K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 174 | $18K |
| Tucker Asset Management LLC | 0.01% | No change | 172 | $18K |
| Sittner & Nelson, LLC | 0.01% | No change | 158 | $17K |
| NFSG Corp | 0.00% | Add +0.6% | 164 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 153 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 150 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $15K |
| Cornerstone Planning Group LLC | 0.00% | No change | 144 | $15K |
| Topsail Wealth Management, LLC | 0.00% | No change | 134 | $14K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 132 | $14K |
| Chapman Financial Group, LLC | 0.01% | No change | 130 | $13K |
| Signature Equity Partners, LLC | 0.01% | — | 129 | $13K |
| Barrett & Company, Inc. | 0.00% | Add +32.3% | 123 | $13K |
| Archer Investment Corp | 0.00% | Reduce -12.8% | 123 | $13K |
| City Holding Co. | 0.00% | No change | 118 | $12K |
| Providence Capital Advisors, LLC | 0.00% | No change | 117 | $12K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -87.7% | 110 | $11K |
| Comprehensive Financial Planning, Inc. | 0.01% | New | 108 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 108 | $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 |
| Bullock Wealth Management Group | 0.00% | — | 96 | $10K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 89 | $9K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 86 | $9K |
| Meramec Financial Planners, LLC | 0.00% | — | 80 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -36.4% | 82 | $8K |
| Johnson Financial Group, Inc. | 0.00% | No change | 78 | $8K |
| SouthState Bank Corp | 0.00% | No change | 77 | $8K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +1.4% | 75 | $8K |
| Olistico Wealth, LLC | 0.00% | New | 72 | $7K |
| West Paces Advisors Inc. | 0.00% | New | 70 | $7K |
| Nemes Rush Group LLC | 0.00% | No change | 70 | $7K |
| Wilkerson Advisory Group LLC | 0.00% | — | 68 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 62 | $6K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 55 | $6K |
| Financial Management Professionals, Inc. | 0.00% | No change | 54 | $6K |
| Atwood & Palmer Inc. | 0.00% | No change | 53 | $5K |
| City State Bank | 0.00% | No change | 48 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 40 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 40 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 39 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 37 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 31 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 31 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 37 | $3K |
| HM Payson & Co. | 0.00% | New | 29 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | New | 28 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 28 | $3K |
| Monetary Solutions, Ltd | 0.00% | — | 23 | $2K |
| Align Financial, LLC | 0.00% | — | 2,256 | $2K |
| Wealth Watch Advisors, INC | 0.00% | No change | 22 | $2K |
| Bernard Wealth Management Corp. | 0.00% | Reduce -4.5% | 21 | $2K |
| Fairscale Capital, LLC | 0.00% | New | 21 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 16 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -58.6% | 12 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 11 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | New | 9 | $923 |
| Copia Wealth Management | 0.00% | Add +14.3% | 8 | $820 |
| Delta Asset Management LLC | 0.00% | No change | 3 | $333 |
| Kilter Group LLC | 0.00% | No change | 2 | $228 |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -66.7% | 2 | $205 |
| Disciplina Capital Management LLC | 0.00% | No change | 2 | $172 |
"% 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.