iShares Core S&P U.S. ValueIUSVETF
13F holders, Q1 2026 (March 31)792holders −8
56new positions
55sold out
5famous investors
$102.08avg. 13F price*
At the end of Q1 2026, 792 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, down 8 from Q4 2025. 56 opened new positions and 55 sold out. The largest holders were Bank of America Corp. ($8.5B), LPL Financial LLC ($1.8B) and Morgan Stanley ($1.0B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core S&P U.S. Value
- CUSIP
- 464287663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $89.3M |
| Exits | 55 | $34.0M |
All 13F filers, Q4 2025 → Q1 2026: 7,054,327 shares bought and 4,057,153 shares sold, net +2,997,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 792 holders
| Bank of America Corp. | 0.62% | Reduce -0.0% | 83,374,722 | $8.5B |
| LPL Financial LLC | 0.47% | Add +5.0% | 17,225,624 | $1.8B |
| Morgan Stanley | 0.06% | Add +1.4% | 9,859,581 | $1.0B |
| Jones Financial Companies LLLP | 0.37% | Add +19.2% | 7,651,770 | $768.3M |
| Envestnet Asset Management Inc. | 0.20% | Add +20.7% | 7,165,021 | $732.6M |
| Signaturefd, LLC | 7.28% | Add +1.5% | 4,642,282 | $474.7M |
| Blue Trust, Inc. | 5.00% | Reduce -3.7% | 4,275,724 | $437.2M |
| Kestra Investment Management, LLC | 6.87% | Add +3.2% | 3,893,371 | $398.1M |
| Aspiriant, LLC | 10.73% | Add +2.8% | 3,683,055 | $376.6M |
| Merit Financial Group, LLC | 2.12% | Add +7.5% | 2,788,906 | $285.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -10.4% | 2,079,573 | $208.9M |
| Raymond James Financial Inc. | 0.05% | Reduce -4.7% | 1,640,137 | $167.7M |
| UBS Group AG | 0.03% | Reduce -0.8% | 1,599,208 | $163.5M |
| Royal Bank of Canada | 0.03% | Add +2.0% | 1,508,476 | $154.2M |
| PNC Financial Services Group, Inc. | 0.08% | Add +17.9% | 1,437,925 | $147.0M |
| Auto-Owners Insurance Co | 2.90% | No change | 1,354,000 | $138.6M |
| Benjamin Edwards Inc. | 1.33% | Add +14.4% | 1,313,006 | $134.3M |
| Modera Wealth Management, LLC | 1.46% | Reduce -0.5% | 1,187,481 | $121.4M |
| Wells Fargo & Company | 0.02% | Add +8.2% | 1,183,894 | $121.1M |
| Blair William & Co. | 0.34% | Add +6.6% | 1,165,952 | $119.2M |
| Foster Group, Inc. | 3.38% | Add +2.9% | 1,112,192 | $113.7M |
| Natixis Advisors, LLC | 0.15% | Add +15.5% | 1,024,836 | $104.8M |
| Corient Private Wealth LP | 0.12% | Add +4.5% | 818,409 | $83.3M |
| Canandaigua National Corp. | 7.42% | — | 810,696 | $82.9M |
| Venturi Wealth Management, LLC | 3.65% | Reduce -39.0% | 791,991 | $81.0M |
| HighTower Advisors, LLC | 0.08% | Add +1.4% | 717,475 | $73.4M |
| Cetera Investment Advisers | 0.08% | Reduce -4.4% | 710,815 | $72.7M |
| Principal Securities, Inc. | 1.05% | Add +11.9% | 702,083 | $71.8M |
| Sequoia Financial Advisors, LLC | 0.40% | Add +0.1% | 695,650 | $71.1M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -43.3% | 658,576 | $67.3M |
| McGlone Suttner Wealth Management, Inc. | 8.85% | Add +1.5% | 653,302 | $66.8M |
| Allworth Financial LP | 0.25% | Reduce -2.4% | 597,602 | $61.1M |
| Cwm, LLC | 0.15% | Reduce -7.2% | 568,929 | $58.2M |
| Allspring Global Investments Holdings, LLC | 0.09% | Reduce -3.3% | 525,572 | $53.7M |
| Osaic Holdings, Inc. | 0.08% | Add +2.1% | 513,451 | $52.5M |
| FMR LLC | 0.00% | Add +1.5% | 477,801 | $48.9M |
| Nadler Financial Group, Inc. | 4.47% | Reduce -1.1% | 453,426 | $46.4M |
| Curi Capital, LLC | 0.82% | Add +44.6% | 449,471 | $46.0M |
| Kintra Wealth, LLC | 3.20% | New | 442,950 | $45.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -22.4% | 434,741 | $44.5M |
| Focus Partners Wealth | 0.05% | Reduce -6.7% | 418,662 | $42.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.5% | 417,873 | $42.7M |
| Flagship Harbor Advisors, LLC | 1.83% | Reduce -6.4% | 407,856 | $41.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -13.4% | 390,733 | $40.1M |
| Tanglewood Legacy Advisors, LLC | 14.11% | Add +7.1% | 381,429 | $39.0M |
| Atlantic Union Bankshares Corp | 0.72% | Add +1.8% | 367,483 | $37.6M |
| Veracity Capital LLC | 13.18% | Reduce -10.9% | 360,856 | $36.9M |
| Howe & Rusling Inc. | 2.39% | Add +2.7% | 358,791 | $36.7M |
| Hantz Financial Services, Inc. | 0.56% | Add +3.1% | 358,137 | $36.6M |
| Financial Engines Advisors L.L.C. | 0.07% | Add +19.3% | 344,715 | $35.2M |
| Townsend & Associates, Inc | 2.94% | Reduce -12.1% | 319,320 | $34.1M |
| PCA Investment Advisory Services Inc. | 10.95% | Add +6.1% | 320,867 | $32.8M |
| Madison Wealth Partners, Inc | 5.09% | Add +0.1% | 312,125 | $31.9M |
| ForthRight Wealth Management, LLC | 8.77% | Add +0.6% | 302,273 | $30.9M |
| DDFG, Inc | 6.55% | Add +6.1% | 297,363 | $30.4M |
| Southern Capital Advisors, LLC | 14.15% | Add +0.7% | 295,600 | $30.2M |
| Kestra Private Wealth Services, LLC | 0.36% | Reduce -16.1% | 286,084 | $29.3M |
| Duncan Williams Asset Management, LLC | 7.67% | Reduce -0.9% | 270,470 | $27.7M |
| Vident Advisory, LLC | 0.22% | Add +4.4% | 250,032 | $25.6M |
| MML Investors Services, LLC | 0.07% | Reduce -13.3% | 249,807 | $25.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -36.3% | 246,630 | $25.2M |
| Gotham Asset Management | 0.08% | Add +87.5% | 240,968 | $24.6M |
| Garde Capital, Inc. | 1.45% | Reduce -1.6% | 237,433 | $24.3M |
| Waldron Private Wealth LLC | 0.94% | Reduce -2.2% | 234,683 | $24.0M |
| GDS Wealth Management | 1.40% | Reduce -5.5% | 228,072 | $23.3M |
| Sanctuary Advisors, LLC | 0.13% | Add +4.5% | 226,681 | $23.2M |
| Salus Financial Advisors, LLC | 13.43% | Add +8.8% | 225,265 | $23.0M |
| Alliance Private Wealth, LLC | 8.12% | Add +1.1% | 220,943 | $22.6M |
| Private Advisor Group, LLC | 0.11% | Reduce -38.4% | 219,581 | $22.5M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.0% | 216,562 | $22.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +0.7% | 211,610 | $21.6M |
| Steele Capital Management, Inc. | 0.89% | Reduce -0.7% | 209,516 | $21.4M |
| Kestra Advisory Services, LLC | 0.08% | Add +22.3% | 206,404 | $21.1M |
| Strategies Wealth Advisors, LLC | 2.09% | Reduce -3.6% | 203,013 | $20.8M |
| Birchcreek Wealth Management, LLC | 9.94% | Add +1.3% | 201,795 | $20.6M |
| SkyOak Wealth, LLC | 3.75% | Reduce -0.3% | 200,476 | $20.5M |
| Ironwood Wealth Management, Inc. | 9.08% | Reduce -0.8% | 192,555 | $20.3M |
| Richard W. Paul & Associates, LLC | 6.27% | Add +4.2% | 182,128 | $18.6M |
| High Probability Advisors, LLC | 2.33% | Add +3.9% | 178,271 | $18.2M |
| Crescent Grove Advisors, LLC | 1.65% | Reduce -0.5% | 162,440 | $16.6M |
| Financial Partners Group, Inc | 1.97% | Add +0.6% | 161,395 | $16.5M |
| Mfa Wealth Advisors, LLC | 3.21% | Add +6.9% | 159,592 | $16.3M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +1.9% | 158,595 | $16.2M |
| Equitable Holdings, Inc. | 0.10% | Add +43.4% | 331,227 | $16.1M |
| United Capital Financial Advisors, LLC | 0.10% | Add +20.1% | 156,812 | $16.0M |
| Trek Financial, LLC | 0.84% | Reduce -32.8% | 155,090 | $15.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Add +1.6% | 153,047 | $15.6M |
| Stifel Financial Corp. | 0.01% | Reduce -7.0% | 151,232 | $15.5M |
| Allianz Asset Management GmbH | 0.02% | New | 149,660 | $15.3M |
| Savant Capital, LLC | 0.07% | Reduce -0.5% | 147,252 | $15.1M |
| Global Strategic Investment Solutions, LLC | 1.47% | Add +0.3% | 145,694 | $14.9M |
| Cosner Financial Group, LLC | 7.86% | Add +0.3% | 139,863 | $14.3M |
| Fortress Financial Group, LLC | 10.54% | Reduce -1.1% | 139,371 | $14.3M |
| Carl P. Sherr & Co., LLC | 6.55% | Reduce -0.4% | 136,427 | $13.9M |
| Creative Planning | 0.01% | Add +0.9% | 134,278 | $13.7M |
| NewEdge Advisors, LLC | 0.05% | Add +5.6% | 130,212 | $13.3M |
| Main Street Financial Solutions, LLC | 0.94% | Add +7.3% | 126,236 | $12.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -57.3% | 125,476 | $12.8M |
| Keenan, LLC | 10.42% | Add +14.5% | 120,130 | $12.4M |
| Creative Financial Designs Inc. | 0.74% | Add +2.4% | 119,388 | $12.2M |
| Atria Investments, Inc | 0.14% | Reduce -30.0% | 118,551 | $12.1M |
| Truist Financial Corp. | 0.02% | Reduce -20.4% | 112,742 | $11.5M |
| Lutz Financial Services LLC | 0.77% | Reduce -0.7% | 111,571 | $11.4M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +1.7% | 110,745 | $11.3M |
| Roberts Financial Services LLC | 3.59% | Reduce -3.4% | 110,281 | $11.3M |
| Mariner, LLC | 0.01% | Add +1.6% | 106,867 | $10.9M |
| Integrated Wealth Concepts LLC | 0.09% | Add +2.6% | 106,391 | $10.9M |
| Arwa LLC | 5.34% | Add +9.8% | 102,381 | $10.8M |
| Crestwood Advisors Group, LLC | 0.18% | Add +324.7% | 104,819 | $10.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +54.5% | 103,513 | $10.6M |
| Tortoise Investment Management, LLC | 0.86% | Reduce -2.3% | 101,314 | $10.4M |
| Sigma Planning Corp | 0.29% | Reduce -7.3% | 100,840 | $10.3M |
| Dynamic Advisor Solutions LLC | 0.31% | Add +1.9% | 97,701 | $10.0M |
| Weil Company, Inc. | 2.24% | Add +20.7% | 97,655 | $10.0M |
| Sapient Capital LLC | 0.15% | Add +0.3% | 96,529 | $9.9M |
| Quent Capital, LLC | 0.70% | Reduce -2.3% | 96,370 | $9.9M |
| &partners | 0.05% | Reduce -1.3% | 94,482 | $9.7M |
| Charter Oak Capital Management, LLC | 0.74% | Add +4.1% | 93,569 | $9.6M |
| TD Private Client Wealth LLC | 0.20% | Reduce -11.1% | 93,484 | $9.6M |
| Independence Financial Advisors, LLC | 2.85% | Reduce -21.7% | 92,953 | $9.5M |
| Financial Council, LLC | 3.58% | Add +0.3% | 90,785 | $9.3M |
| Zuckerman Investment Group, LLC | 0.85% | Add +6.6% | 88,535 | $9.1M |
| ICONIQ Capital, LLC | 0.20% | No change | 85,842 | $8.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -10.5% | 85,459 | $8.7M |
| Amplius Wealth Advisors, LLC | 0.72% | Reduce -3.0% | 84,621 | $8.7M |
| Alpha Zero LLC | 4.31% | Add +2.0% | 83,264 | $8.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.5% | 82,275 | $8.4M |
| Foundry Financial Group, Inc. | 4.08% | Add +1.9% | 80,426 | $8.2M |
| HighMark Wealth Management LLC | 3.34% | Add +4.9% | 80,539 | $8.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.4% | 79,237 | $8.1M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +98.3% | 77,615 | $7.9M |
| Canvas Wealth Advisors, LLC | 1.33% | Add +2.9% | 76,631 | $7.8M |
| OneDigital Investment Advisors LLC | 0.08% | Add +0.1% | 75,728 | $7.7M |
| Motive Wealth Advisors | 3.61% | Reduce -0.9% | 75,222 | $7.7M |
| Family Capital Management, Inc. | 3.41% | Add +50.3% | 75,005 | $7.7M |
| Symphony Financial, Ltd. Co. | 1.00% | Reduce -5.9% | 74,408 | $7.6M |
| Canandaigua National Trust Co of Florida | 6.06% | Reduce -0.5% | 73,765 | $7.5M |
| Gallagher Fiduciary Advisors, LLC | 0.28% | Add +14.5% | 71,340 | $7.3M |
| Petix & Botte Co | 3.26% | Reduce -53.2% | 71,297 | $7.3M |
| Centaurus Financial, Inc. | 0.35% | Reduce -57.2% | 71,183 | $7.3M |
| Legacy Solutions, LLC | 6.70% | Reduce -5.6% | 70,673 | $7.2M |
| Independent Advisor Alliance | 0.08% | New | 70,222 | $7.2M |
| Cerity Partners LLC | 0.01% | Add +108.7% | 70,127 | $7.2M |
| Certified Advisory Corp | 0.63% | Reduce -39.8% | 68,742 | $7.0M |
| CIBC Bancorp USA Inc. | 0.01% | — | 68,355 | $7.0M |
| Valmark Advisers, Inc. | 0.08% | Reduce -4.1% | 67,597 | $6.9M |
| Integrity Alliance, Llc. | 0.26% | Add +6.0% | 67,175 | $6.9M |
| Townsend Financial Planning, LLC | 6.54% | Add +2.6% | 66,066 | $6.8M |
| Able Wealth Management LLC | 1.78% | Add +2.2% | 64,947 | $6.6M |
| Mutual Advisors, LLC | 0.14% | Add +2.1% | 63,917 | $6.5M |
| Beam Wealth Advisors, Inc. | 1.55% | Reduce -1.3% | 60,870 | $6.2M |
| Corepath Wealth Partners LLC | 4.06% | Add +0.5% | 57,502 | $6.0M |
| Columbus Macro, LLC | 0.64% | Add +2.0% | 58,781 | $6.0M |
| Defined Wealth Management, LLC | 3.49% | Add +0.8% | 58,232 | $6.0M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -13.3% | 57,762 | $5.9M |
| Arkadios Wealth Advisors | 0.10% | Add +13.5% | 57,409 | $5.9M |
| Summit Financial, LLC | 0.07% | Add +7.7% | 56,779 | $5.8M |
| SCS Capital Management LLC | 0.06% | No change | 56,387 | $5.8M |
| Advisory Services Network, LLC | 0.08% | Add +292.7% | 55,927 | $5.7M |
| Old Mission Investment Co LLC | 1.33% | Reduce -1.0% | 55,640 | $5.7M |
| Captrust Financial Advisors | 0.01% | Reduce -4.4% | 54,461 | $5.6M |
| Fifth Third Bancorp | 0.01% | Add +1365.7% | 53,792 | $5.5M |
| 180 Wealth Advisors, LLC | 0.62% | Reduce -1.8% | 53,232 | $5.4M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Reduce -14.2% | 52,847 | $5.4M |
| Eley Financial Management, Inc | 1.90% | Add +1.6% | 51,500 | $5.3M |
| Spire Wealth Management | 0.18% | Reduce -2.0% | 51,395 | $5.3M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -1.5% | 50,360 | $5.1M |
| OpenArc Corporate Advisory, LLC | 0.07% | Reduce -7.9% | 49,532 | $5.1M |
| Summit Wealth Partners, LLC | 0.79% | Add +1.9% | 48,908 | $5.0M |
| Elm Partners Management LLC | 0.22% | Add +10.2% | 49,756 | $5.0M |
| Stevens Capital Partners | 1.18% | Reduce -7.0% | 48,024 | $4.9M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -30.6% | 48,011 | $4.9M |
| Variant Private Wealth, LLC | 5.91% | Add +0.4% | 47,704 | $4.9M |
| US Bancorp \de | 0.01% | Reduce -0.3% | 46,571 | $4.8M |
| Eaton Financial Holdings Company, LLC | 1.56% | Reduce -6.7% | 46,477 | $4.8M |
| Breakwater Capital Group | 0.63% | Reduce -2.0% | 45,720 | $4.7M |
| VestGen Advisors, LLC | 0.13% | Add +269.0% | 42,044 | $4.6M |
| BlackRock, Inc. | 0.00% | Add +6.8% | 44,292 | $4.5M |
| Asset Management Group, Inc. | 0.72% | Reduce -8.7% | 43,480 | $4.4M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +23.7% | 42,601 | $4.4M |
| Equity Investment Corp. | 0.08% | Reduce -53.9% | 42,378 | $4.3M |
| Deutsche Bank AG | 0.00% | Reduce -1.7% | 42,232 | $4.3M |
| IHT Wealth Management, LLC | 0.10% | Reduce -1.7% | 40,701 | $4.2M |
| M&T Bank Corp | 0.01% | Reduce -2.5% | 40,539 | $4.1M |
| Hilltop Wealth Advisors, LLC | 2.48% | Reduce -5.4% | 40,537 | $4.1M |
| Bailard, Inc. | 0.09% | Add +1.6% | 40,129 | $4.1M |
| Wealth Management Partners, LLC | 1.17% | Add +0.0% | 40,127 | $4.1M |
| Modern Wealth Management, LLC | 0.07% | Reduce -6.1% | 39,526 | $4.0M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.19% | Add +6.4% | 39,278 | $4.0M |
| Towne Trust Company, N.A | 1.28% | Add +25.5% | 39,026 | $4.0M |
| Elevation Point Wealth Partners, LLC | 0.09% | New | 38,976 | $4.0M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 38,824 | $4.0M |
| Windward Private Wealth Management Inc. | 1.36% | Reduce -1.0% | 38,460 | $3.9M |
| Oppenheimer & Co. Inc. | 0.05% | Add +4.2% | 38,107 | $3.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -3.9% | 37,592 | $3.8M |
| Geneos Wealth Management Inc. | 0.09% | Add +54.0% | 37,444 | $3.8M |
| Forefront Wealth Partners, LLC | 1.59% | Reduce -9.9% | 37,148 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +198.2% | 37,129 | $3.8M |
| Integrated Advisors Network LLC | 0.20% | Reduce -79.5% | 36,602 | $3.7M |
| Greenline Partners, LLC | 0.39% | No change | 35,658 | $3.6M |
| Sunbelt Securities, Inc. | 0.22% | Reduce -7.7% | 34,543 | $3.5M |
| Valley Forge Investment Consultants Inc. Adv | 1.03% | Add +33.1% | 33,764 | $3.5M |
| AQR Capital Management | 0.00% | Add +9.4% | 33,449 | $3.4M |
| Pathfinder Wealth Consulting, Inc. | 2.16% | Reduce -1.5% | 32,545 | $3.3M |
| Catalyst Private Wealth, LLC | 1.79% | Reduce -5.5% | 32,280 | $3.3M |
| Tobias Financial Advisors, Inc. | 0.45% | Reduce -0.4% | 31,906 | $3.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.56% | Reduce -2.5% | 31,663 | $3.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -0.5% | 31,433 | $3.2M |
| Family Manage LLC | 0.38% | Add +1.6% | 30,957 | $3.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +24.0% | 30,002 | $3.1M |
| HighPoint Advisor Group LLC | 0.13% | Reduce -3.3% | 29,683 | $3.0M |
| Atlas Capital Advisors Inc. | 0.35% | Add +2.2% | 29,547 | $3.0M |
| Farther Finance Advisors, LLC | 0.03% | Add +2.1% | 28,576 | $2.9M |
| Renaissance Technologies | 0.00% | Reduce -40.0% | 28,600 | $2.9M |
| Guidance Point Advisors, LLC | 0.71% | Add +2.0% | 28,577 | $2.9M |
| Robinson Smith Wealth Advisors LLC | 1.96% | Reduce -64.9% | 28,340 | $2.9M |
| Apollon Financial, LLC | 0.39% | Add +38.5% | 27,800 | $2.8M |
| Valpey Financial Services, LLC | 1.84% | Reduce -4.2% | 27,678 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +13.9% | 27,617 | $2.8M |
| Eagle Strategies LLC | 0.34% | Add +2.2% | 27,607 | $2.8M |
| Rwa Wealth Partners, LLC | 0.03% | Add +32.8% | 27,434 | $2.8M |
| Caliber Wealth Management, LLC / KS | 0.30% | Reduce -3.4% | 26,971 | $2.8M |
| ZWJ Investment Counsel Inc. | 0.10% | Add +1.9% | 26,925 | $2.8M |
| Prospera Financial Services Inc | 0.04% | Add +6.6% | 26,841 | $2.7M |
| Composition Wealth, LLC | 0.04% | Reduce -1.3% | 26,562 | $2.7M |
| Sterling Wealth Management, Inc. | 0.73% | Add +0.3% | 26,162 | $2.7M |
| 17 Capital Partners, LLC | 1.36% | Reduce -13.9% | 25,663 | $2.6M |
| General Partner, Inc. | 1.60% | No change | 25,634 | $2.6M |
| Private Trust Co. NA | 0.23% | Add +3.4% | 25,191 | $2.6M |
| Wealth Advisors of Iowa, LLC | 0.79% | Reduce -0.4% | 24,966 | $2.6M |
| Silver Lake Advisory, LLC | 1.01% | Add +3.7% | 24,832 | $2.5M |
| Glenmede Trust Co. NA | 0.01% | Reduce -1.4% | 24,626 | $2.5M |
| Brooklyn Investment Group | 0.08% | Add +5.1% | 24,521 | $2.5M |
| Life Planning Partners, Inc | 1.91% | No change | 24,491 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -26.9% | 24,309 | $2.5M |
| Regal Investment Advisors LLC | 0.14% | No change | 24,218 | $2.5M |
| MFA Wealth Services | 1.63% | Add +1.0% | 24,089 | $2.5M |
| Citigroup Inc. | 0.00% | Add +15.0% | 23,819 | $2.4M |
| Diversify Wealth Management, LLC | 0.04% | Add +193.9% | 22,613 | $2.4M |
| Harbour Investments, Inc. | 0.04% | Add +9.7% | 23,277 | $2.4M |
| Magnolia Capital Advisors LLC | 0.46% | Reduce -0.5% | 23,062 | $2.4M |
| Matauro, LLC | 0.34% | Reduce -6.6% | 22,672 | $2.3M |
| Cahill Financial Advisors Inc. | 0.24% | Add +0.3% | 22,083 | $2.3M |
| XY Planning Network, Inc. | 0.36% | Add +2.1% | 21,988 | $2.3M |
| Caprock Group, LLC | 0.05% | No change | 21,771 | $2.2M |
| NewEdge Wealth, LLC | 0.03% | Add +4.9% | 21,375 | $2.2M |
| Montag A & Associates Inc. | 0.10% | Reduce -20.7% | 21,362 | $2.2M |
| Western Wealth Management, LLC | 0.08% | Add +1.9% | 21,026 | $2.1M |
| Denver PWM, LLC | 0.73% | Reduce -40.8% | 19,503 | $2.1M |
| Legacy Financial Strategies, LLC | 0.38% | No change | 20,721 | $2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +935.0% | 20,441 | $2.1M |
| Drake & Associates, LLC | 0.40% | Reduce -5.8% | 20,397 | $2.1M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -15.3% | 20,024 | $2.0M |
| Evolve Private Wealth, LLC | 0.11% | New | 19,656 | $2.0M |
| Next Capital Management LLC | 0.61% | Reduce -4.0% | 19,560 | $2.0M |
| Occidental Asset Management, LLC | 0.23% | Reduce -0.3% | 19,304 | $2.0M |
| First Heartland Consultants, Inc. | 0.15% | Reduce -3.3% | 19,081 | $2.0M |
| NWF Advisory Services Inc. | 0.21% | Add +9.4% | 18,560 | $1.9M |
| PFG Advisors | 0.09% | Reduce -11.0% | 18,235 | $1.9M |
| Park Avenue Securities LLC | 0.01% | New | 18,160 | $1.9M |
| TL Private Wealth | 0.73% | Reduce -2.0% | 17,663 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -0.6% | 17,989 | $1.8M |
| Traub Capital Management LLC | 1.74% | Add +0.5% | 17,199 | $1.8M |
| Mgo One Seven LLC | 0.03% | Add +16.1% | 16,910 | $1.7M |
| Liberty One Investment Management, LLC | 0.18% | Add +1345.8% | 16,902 | $1.7M |
| Uptick Partners, LLC | 0.34% | Reduce -0.3% | 16,569 | $1.7M |
| Sovereign Financial Group, Inc. | 0.29% | Add +12.4% | 16,508 | $1.7M |
| TriaGen Wealth Management LLC | 0.46% | No change | 16,387 | $1.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.56% | Reduce -3.8% | 15,610 | $1.7M |
| Joule Financial, LLC | 0.48% | Add +502.3% | 16,002 | $1.6M |
| WJ Wealth Management, LLC | 0.76% | Reduce -2.9% | 15,964 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -24.7% | 15,883 | $1.6M |
| CFO4Life Group, LLC | 0.24% | Add +0.4% | 15,566 | $1.6M |
| Soltis Investment Advisors LLC | 0.10% | Add +0.0% | 14,852 | $1.5M |
| Ipswich Investment Management Co., Inc. | 0.36% | New | 14,805 | $1.5M |
| Dean Investment Associates, LLC | 0.21% | Reduce -88.3% | 14,756 | $1.5M |
| Boyd Wealth Management, LLC | 0.62% | Add +0.0% | 14,237 | $1.5M |
| IFS Group,LLC | 1.28% | — | 14,011 | $1.4M |
| Ascentis Independent Advisors | 0.11% | Add +1.9% | 13,895 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Add +15.7% | 13,743 | $1.4M |
| New Wave Wealth Advisors LLC | 0.49% | Add +0.9% | 13,726 | $1.4M |
| One Day In July LLC | 0.11% | Add +10.1% | 13,495 | $1.4M |
| Howland Capital Management LLC | 0.05% | No change | 13,470 | $1.4M |
| Endowment Wealth Management, Inc. | 0.60% | Reduce -0.9% | 13,343 | $1.4M |
| Syon Capital LLC | 0.07% | Add +6.9% | 13,165 | $1.3M |
| Rik Saylor Financial, Inc. | 1.02% | Add +0.1% | 13,140 | $1.3M |
| Transcend Capital Advisors, LLC | 0.11% | Add +4.8% | 13,101 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Reduce -3.8% | 13,065 | $1.3M |
| M Holdings Securities, Inc. | 0.09% | Reduce -4.5% | 12,233 | $1.3M |
| Wealthquest Corp | 0.09% | Reduce -1.0% | 12,718 | $1.3M |
| 1900 Wealth Management LLC | 0.08% | Reduce -2.2% | 12,658 | $1.3M |
| Carr Financial Group Corp | 0.34% | Add +0.4% | 12,615 | $1.3M |
| Tennessee Valley Asset Management Partners | 0.17% | Add +0.3% | 12,575 | $1.3M |
| Cambria Investment Management, L.P. | 0.07% | Reduce -7.0% | 12,513 | $1.3M |
| Empowered Funds, LLC | 0.01% | New | 12,513 | $1.3M |
| MLP3, LLC | 1.40% | Add +4.0% | 12,376 | $1.3M |
| Prism Planning Partners LLC | 1.49% | No change | 12,340 | $1.3M |
| Narus Financial Partners, LLC | 0.33% | Add +0.1% | 12,260 | $1.3M |
| Potentia Wealth | 0.48% | No change | 12,173 | $1.2M |
| American State Bank (Iowa) | 0.59% | Reduce -4.0% | 11,996 | $1.2M |
| GC Wealth Management RIA, LLC | 0.05% | New | 11,876 | $1.2M |
| Brickley Wealth Management | 0.21% | No change | 11,806 | $1.2M |
| Richmond Investment Services, LLC | 0.19% | Add +25.6% | 11,691 | $1.2M |
| Bleakley Financial Group, LLC | 0.02% | Add +10.1% | 11,558 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +52.7% | 11,523 | $1.2M |
| Argent Trust Co | 0.04% | Add +4.3% | 11,412 | $1.2M |
| Verus Capital Partners, LLC | 0.08% | Add +1.9% | 11,166 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.25% | Reduce -2.0% | 11,102 | $1.1M |
| Perennial Investment Advisors, LLC | 0.09% | Add +18.1% | 11,038 | $1.1M |
| Atlantic Edge Private Wealth Management, LLC | 0.27% | Add +0.9% | 10,910 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Add +0.9% | 10,839 | $1.1M |
| Nwam LLC | 0.06% | Reduce -7.4% | 10,831 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -0.2% | 10,685 | $1.1M |
| White Pine Capital LLC | 0.29% | No change | 10,451 | $1.1M |
| Sound Income Strategies, LLC | 0.05% | Reduce -1.0% | 10,369 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +0.1% | 10,217 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 10,136 | $1.0M |
| JFS Wealth Advisors, LLC | 0.06% | Add +0.0% | 10,064 | $1.0M |
| World Investment Advisors | 0.02% | Add +0.3% | 9,930 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.15% | Add +0.1% | 9,915 | $1.0M |
| Phillips Financial Management, LLC | 0.07% | Reduce -16.5% | 9,911 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.24% | Add +115.1% | 9,871 | $1.0M |
| Elevate Wealth Advisory, Inc. | 0.63% | Add +0.5% | 9,752 | $997K |
| R. W. Roge & Company, Inc. | 0.47% | Reduce -0.4% | 9,677 | $989K |
| Collective Family Office LLC | 0.22% | Reduce -26.7% | 9,593 | $981K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -5.9% | 9,578 | $979K |
| Lansing Street Advisors | 0.25% | Reduce -4.9% | 9,561 | $978K |
| Tower Research Capital LLC (TRC) | 0.03% | New | 9,480 | $969K |
| Commerce Bank | 0.00% | Reduce -1.1% | 9,361 | $957K |
| Fiduciary Advisors, Inc. | 0.72% | Add +24.5% | 9,324 | $953K |
| RFG Advisory, LLC | 0.02% | Add +166.7% | 9,303 | $951K |
| Inspire Advisors, LLC | 0.08% | Add +77.6% | 9,246 | $945K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.11% | No change | 9,147 | $935K |
| Verity Asset Management, Inc. | 0.39% | Add +6.2% | 9,142 | $935K |
| Global Assets Advisory, LLC | 0.26% | Add +554.6% | 25,452 | $915K |
| USAdvisors Wealth Management, LLC | 0.30% | Reduce -0.5% | 9,065 | $910K |
| Grey Fox Wealth Advisors, LLC | 0.18% | Reduce -6.3% | 8,875 | $907K |
| Kingsview Wealth Management, LLC | 0.01% | Add +12.7% | 8,868 | $907K |
| Summitpoint Capital Management | 1.14% | — | 8,755 | $898K |
| Patten Group, Inc. | 0.16% | Add +5.8% | 8,774 | $897K |
| Riverwater Partners LLC | 0.30% | Add +6.2% | 8,763 | $896K |
| ERn Financial, LLC | 0.17% | Add +0.6% | 8,754 | $895K |
| Evermay Wealth Management LLC | 0.10% | Reduce -5.3% | 8,741 | $894K |
| Synergy Investment Management, LLC | 0.29% | Add +7.2% | 8,730 | $893K |
| Independent Financial Group, LLC | 0.02% | Add +5.2% | 8,394 | $858K |
| Moneco Advisors, LLC | 0.07% | Reduce -5.4% | 8,324 | $851K |
| Empirical Asset Management, LLC | 0.22% | Reduce -0.1% | 8,305 | $849K |
| HB Wealth Management, LLC | 0.01% | Reduce -3.3% | 8,257 | $844K |
| Beirne Wealth Consulting Services, LLC | 0.24% | Add +3.7% | 8,251 | $844K |
| Northwest Wealth Management, LLC | 0.12% | Reduce -0.1% | 8,107 | $829K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +0.0% | 8,102 | $828K |
| William Howard & Co Financial Advisors Inc | 0.71% | No change | 8,056 | $824K |
| Ieq Capital, LLC | 0.00% | Reduce -3.6% | 7,951 | $813K |
| Verdence Capital Advisors LLC | 0.05% | Add +1.8% | 7,716 | $789K |
| Talisman Wealth Advisors LLC | 0.63% | Reduce -15.8% | 7,705 | $788K |
| Interchange Capital Partners, LLC | 0.25% | Reduce -1.3% | 8,445 | $779K |
| Whittier Trust Co. | 0.01% | No change | 7,498 | $773K |
| Innovative Wealth Building LLC | 0.54% | Add +1.3% | 7,535 | $770K |
| One Charles Private Wealth Services, LLC | 0.19% | Reduce -21.5% | 7,533 | $770K |
| Waterloo Capital, L.P. | 0.05% | Add +12.5% | 7,487 | $766K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -15.9% | 7,482 | $765K |
| Berman McAleer LLC | 0.10% | Add +1.1% | 7,389 | $756K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +37.1% | 7,347 | $751K |
| Hoxton Planning & Management, LLC | 0.23% | Add +2.4% | 7,344 | $751K |
| Essex Bank | 0.16% | Add +25.1% | 7,289 | $745K |
| D.A. Davidson & Co. | 0.00% | Add +1.1% | 7,265 | $743K |
| Two Sigma Securities, LLC | 0.09% | Add +138.2% | 7,239 | $740K |
| Choreo, LLC | 0.01% | No change | 7,177 | $734K |
| Sachetta, LLC | 0.40% | Add +5.8% | 7,157 | $732K |
| DGS Capital Management, LLC | 0.12% | Add +1.5% | 6,992 | $715K |
| Firestone Capital Management | 0.15% | No change | 6,942 | $710K |
| Barnes Wealth Management Group, Inc | 0.36% | Add +6.5% | 6,936 | $709K |
| Gateway Wealth Partners, LLC | 0.03% | New | 6,921 | $708K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,873 | $703K |
| Fifth Third Securities, Inc. | 0.05% | Add +13.6% | 6,836 | $699K |
| St Germain D J Co. Inc. | 0.03% | No change | 6,804 | $696K |
| Coordinated Financial Services, Inc. | 0.41% | Add +0.9% | 6,787 | $694K |
| Trust Point Inc. | 0.06% | No change | 6,600 | $675K |
| XML Financial, LLC | 0.05% | Add +2.8% | 6,591 | $674K |
| Cambridge Financial Group, LLC | 0.23% | No change | 6,590 | $674K |
| Essex Financial Services, Inc. | 0.04% | Add +4.0% | 6,504 | $665K |
| COFG Advisors, LLC | 0.16% | Add +55.4% | 6,422 | $657K |
| Sterling Capital Management LLC | 0.01% | Add +1.9% | 6,389 | $653K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -41.1% | 6,365 | $651K |
| Cascade Financial Partners, LLC | 0.07% | No change | 6,233 | $637K |
| Arax Advisory Partners | 0.02% | Reduce -1.3% | 6,132 | $627K |
| Regimen Wealth, LLC | 0.18% | Reduce -8.9% | 6,129 | $627K |
| Jamison Private Wealth Management, Inc. | 0.08% | No change | 5,971 | $611K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +3.9% | 5,941 | $607K |
| Flagstar Securities, Inc. | 0.22% | Add +18.0% | 5,898 | $603K |
| Roble, Belko & Company, Inc | 0.08% | Reduce -0.9% | 5,864 | $600K |
| MAI Capital Management | 0.00% | Add +0.0% | 5,794 | $592K |
| German American Bancorp, Inc. | 0.05% | No change | 5,792 | $592K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,767 | $590K |
| Retirement Management Systems Inc. | 0.14% | Reduce -9.9% | 5,730 | $586K |
| Ketron Financial | 0.21% | Add +2.3% | 5,728 | $586K |
| Simplicity Wealth,LLC | 0.03% | Add +9.2% | 5,722 | $585K |
| Mission Wealth Management, LP | 0.01% | Reduce -5.8% | 5,706 | $583K |
| Meridian Wealth Management, LLC | 0.02% | Add +5.8% | 5,700 | $583K |
| Dynamic Financial Group | 0.47% | Add +0.0% | 5,673 | $580K |
| TrueWealth Financial Partners | 0.23% | New | 5,659 | $579K |
| Pathstone Holdings, LLC | 0.00% | Add +6.8% | 5,640 | $577K |
| Annex Advisory Services, LLC | 0.01% | Reduce -5.1% | 5,583 | $571K |
| Prudent Investors Network, Inc. | 0.12% | Reduce -1.7% | 5,577 | $570K |
| Bank of New York Mellon Corp | 0.00% | Add +65.2% | 5,568 | $569K |
| Bright Futures Wealth Management, LLC. | 0.39% | Reduce -4.6% | 5,567 | $569K |
| Hobbs Group Advisors, LLC | 0.17% | Reduce -0.4% | 5,482 | $561K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 5,385 | $551K |
| Prospect Financial Services LLC | 0.34% | Add +104.8% | 5,379 | $550K |
| Lido Advisors, LLC | 0.00% | Add +0.3% | 5,349 | $547K |
| Presilium Private Wealth, LLC | 0.10% | Add +0.8% | 5,318 | $544K |
| RDA Financial Network | 0.14% | Reduce -14.4% | 5,295 | $541K |
| Forte Asset Management LLC | 0.24% | No change | 5,288 | $541K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.3% | 5,228 | $535K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Reduce -3.1% | 5,222 | $534K |
| Premier Path Wealth Partners, LLC | 0.07% | Add +19.6% | 5,191 | $531K |
| BTC Capital Management, Inc. | 0.04% | No change | 5,140 | $526K |
| GWN Securities Inc. | 0.10% | No change | 5,135 | $525K |
| Unique Wealth Strategies, LLC | 0.21% | Add +3.9% | 5,106 | $522K |
| Sweeney & Michel, LLC | 0.15% | Add +0.4% | 4,960 | $522K |
| Awm Capital, LLC | 0.05% | Reduce -3.1% | 5,100 | $522K |
| Brown Advisory Inc. | 0.00% | Reduce -7.5% | 5,039 | $515K |
| Becker Capital Management Inc. | 0.02% | No change | 5,013 | $513K |
| SYM FINANCIAL Corp | 0.05% | No change | 4,862 | $497K |
| Stone House Investment Management, LLC | 0.09% | Add +0.8% | 4,841 | $495K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,761 | $491K |
| Vanguard Advisers Inc. | 0.00% | — | 4,764 | $487K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -13.7% | 4,746 | $485K |
| BIP Wealth, LLC | 0.02% | Add +15.2% | 4,732 | $484K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,728 | $483K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.2% | 4,698 | $480K |
| Central Valley Advisors, LLC | 0.13% | New | 4,694 | $480K |
| Victory Financial Group, LLC | 0.06% | Add +7.6% | 4,660 | $477K |
| Mascoma Wealth Management LLC | 0.10% | No change | 4,642 | $475K |
| Russell Investments Group, Ltd. | 0.00% | Add +230.1% | 4,638 | $474K |
| Burk Holdings LLC | 0.20% | Add +0.3% | 4,636 | $474K |
| Mitchell Capital Management Co. | 0.09% | Reduce -20.6% | 4,629 | $473K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.3% | 4,602 | $471K |
| Cim, LLC | 0.07% | Reduce -0.0% | 4,588 | $469K |
| Braeburn Wealth Management LLC | 0.27% | Reduce -12.7% | 4,588 | $469K |
| Cutler Capital Management, LLC | 0.16% | No change | 4,550 | $465K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -3.2% | 4,540 | $464K |
| Choate Investment Advisors | 0.01% | No change | 4,500 | $460K |
| Invariant Investment Management | 0.28% | Add +0.3% | 4,311 | $454K |
| Norden Group LLC | 0.04% | No change | 4,422 | $452K |
| McIlrath & Eck, LLC | 0.03% | Add +64.7% | 4,419 | $452K |
| Vise Technologies, Inc. | 0.01% | No change | 4,401 | $451K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -91.7% | 4,402 | $450K |
| Bank of Montreal | 0.00% | Reduce -15.9% | 4,401 | $450K |
| Investment Advisory Group, LLC | 0.11% | No change | 4,388 | $449K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.1% | 4,381 | $448K |
| Vigil Wealth Management, LLC | 0.36% | Reduce -0.4% | 4,364 | $446K |
| Claro Advisors Inc. | 0.05% | Add +5.2% | 4,345 | $444K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -37.8% | 4,314 | $441K |
| AE Wealth Management LLC | 0.00% | Add +45.7% | 4,310 | $441K |
| Koesten, Hirschmann & Crabtree, INC. | 0.21% | Reduce -6.5% | 4,294 | $439K |
| Bellecapital International Ltd. | 0.08% | No change | 4,291 | $439K |
| Indivisible Partners | 0.04% | Add +0.0% | 4,243 | $434K |
| Good Harbor Advisors, Inc. | 0.47% | No change | 4,241 | $434K |
| Northbridge Financial Group, LLC | 0.19% | Reduce -8.2% | 4,115 | $433K |
| Ellis Investment Partners, LLC | 0.07% | Add +0.3% | 4,219 | $431K |
| TFR Capital, LLC. | 0.13% | No change | 4,217 | $431K |
| Collier Financial | 0.33% | Add +10.2% | 4,215 | $431K |
| Zhang Financial LLC | 0.01% | No change | 4,121 | $421K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,112 | $420K |
| Patten & Patten Inc. | 0.03% | No change | 4,070 | $416K |
| Csenge Advisory Group | 0.02% | Add +0.3% | 4,062 | $415K |
| Beck Bode, LLC | 0.07% | Add +0.4% | 4,023 | $411K |
| Baker Tilly Wealth Management, LLC | 0.10% | No change | 4,004 | $409K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 3,976 | $407K |
| Financial Planning Hawaii, Inc. | 0.24% | No change | 3,966 | $406K |
| FF Advisors,LLC | 0.16% | No change | 3,772 | $404K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -17.5% | 3,937 | $403K |
| United Advisor Group, LLC | 0.05% | Add +0.4% | 3,924 | $401K |
| Bank of Marin | 0.29% | Add +2.7% | 3,922 | $401K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,919 | $401K |
| Stephens Inc. | 0.01% | Reduce -3.0% | 3,916 | $400K |
| McGowan Group Asset Management, Inc. | 0.05% | Add +0.4% | 3,907 | $400K |
| National Bank of Canada | 0.00% | Reduce -0.8% | 3,909 | $400K |
| Tidal Investments LLC | 0.00% | New | 3,897 | $398K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -50.3% | 3,882 | $397K |
| Peak Retirement Planning, Inc. | 0.08% | Reduce -0.2% | 3,826 | $391K |
| Savvy Advisors, Inc. | 0.01% | Add +6.6% | 3,800 | $389K |
| Melone Private Wealth, LLC | 0.16% | Add +0.2% | 3,800 | $389K |
| Diversified Enterprises, LLC | 0.02% | Reduce -1.6% | 3,750 | $383K |
| Redwood Financial Network Corp | 0.25% | Add +2.6% | 3,732 | $382K |
| StoneX Group Inc. | 0.02% | Reduce -32.9% | 3,716 | $380K |
| LRI Investments, LLC | 0.03% | No change | 3,703 | $379K |
| Colonial Trust Co / SC | 0.05% | No change | 3,689 | $377K |
| PGIM Custom Harvest LLC | 0.01% | No change | 3,684 | $377K |
| Intrua Financial, LLC | 0.04% | Add +2.8% | 3,681 | $376K |
| Lauterbach Financial Advisors, LLC | 0.18% | Reduce -0.4% | 3,681 | $376K |
| Wealth Alliance, LLC | 0.04% | Reduce -4.2% | 3,663 | $375K |
| Brighton Jones LLC | 0.01% | New | 3,635 | $372K |
| Sovran Advisors, LLC | 0.03% | Add +19.7% | 3,413 | $370K |
| Asset Dedication, LLC | 0.03% | Add +18.2% | 3,581 | $366K |
| Front Row Advisors LLC | 0.12% | No change | 3,560 | $364K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,555 | $363K |
| Leavell Investment Management, Inc. | 0.01% | No change | 3,523 | $360K |
| Compass Ion Advisors, LLC | 0.03% | Add +18.7% | 3,513 | $359K |
| Sheets Smith Wealth Management | 0.04% | Add +0.1% | 3,492 | $357K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | Reduce -0.2% | 3,486 | $356K |
| Alliance Wealth Advisors, LLC | 0.17% | Add +0.0% | 3,471 | $355K |
| American Trust | 0.03% | Reduce -17.4% | 3,441 | $352K |
| Scotia Capital Inc. | 0.00% | No change | 3,434 | $351K |
| McAdam, LLC | 0.02% | Reduce -0.6% | 3,415 | $349K |
| Fiduciary Alliance LLC | 0.02% | New | 3,283 | $347K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Reduce -5.7% | 3,383 | $346K |
| USA Financial Formulas | 0.07% | Reduce -40.6% | 3,371 | $345K |
| Carnegie Investment Counsel | 0.01% | No change | 3,368 | $344K |
| Aerodigm Wealth, LLC | 0.13% | No change | 3,320 | $339K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 3,315 | $339K |
| SFG Wealth Management, LLC. | 0.14% | Reduce -21.1% | 3,273 | $335K |
| Silver Oak Securities, Incorporated | 0.02% | Add +8.9% | 3,237 | $331K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Add +0.0% | 3,227 | $330K |
| TritonPoint Partners, LLC | 0.12% | No change | 3,225 | $330K |
| Heritage Wealth Management, Inc./Texas | 0.14% | No change | 3,214 | $329K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 3,210 | $328K |
| Valued Wealth Advisors LLC | 0.13% | Reduce -0.2% | 3,209 | $328K |
| Greenspring Advisors, LLC | 0.02% | No change | 3,173 | $324K |
| Hilltop Holdings Inc. | 0.03% | Add +12.5% | 3,165 | $324K |
| Naples Global Advisors, LLC | 0.02% | Reduce -0.8% | 3,154 | $322K |
| Ridgecrest Wealth Partners, LLC | 0.18% | No change | 3,150 | $322K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 3,125 | $320K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,124 | $319K |
| Wealthspire Retirement, LLC | 0.02% | No change | 3,113 | $318K |
| CX Institutional | 0.01% | Reduce -4.7% | 3,096 | $317K |
| LongView Wealth Management | 0.08% | No change | 3,004 | $317K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 3,087 | $316K |
| Clifford Group, LLC | 0.24% | Reduce -3.0% | 3,081 | $315K |
| SC&H Financial Advisors, Inc. | 0.05% | Reduce -0.5% | 3,080 | $315K |
| Summit Investment Advisory Services, LLC | 0.12% | Add +0.3% | 3,073 | $314K |
| Founders Financial Alliance, LLC | 0.06% | Add +2681.8% | 3,060 | $313K |
| Wealthspan Partners, LLC | 0.11% | Reduce -9.0% | 3,059 | $313K |
| First National Bank of Hutchinson | 0.20% | Reduce -17.8% | 3,026 | $309K |
| Tower Bridge Advisors | 0.03% | New | 3,000 | $307K |
| CreativeOne Wealth, LLC | 0.01% | Add +28.2% | 2,965 | $303K |
| Mullaney, Keating & Wright, Inc. | 0.16% | Add +0.3% | 2,933 | $300K |
| Parsons Capital Management Inc. | 0.01% | No change | 2,909 | $297K |
| Atala Financial Inc | 0.20% | No change | 2,894 | $297K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -32.5% | 2,886 | $295K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 2,846 | $291K |
| Assetmark, Inc. | 0.00% | Reduce -6.2% | 2,843 | $291K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -9.4% | 2,841 | $290K |
| Heritage Family Offices, LLP | 0.13% | No change | 2,832 | $290K |
| KWB Wealth | 0.03% | No change | 2,817 | $289K |
| Elevatus Welath Management | 0.15% | Reduce -0.8% | 2,807 | $287K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | No change | 2,800 | $286K |
| Bank Ozk | 0.10% | Reduce -8.6% | 2,795 | $286K |
| Roxbury Financial LLC | 0.26% | Reduce -1.0% | 2,780 | $284K |
| Tred Avon Family Wealth, LLC | 0.09% | New | 2,735 | $280K |
| Weaver Consulting Group | 0.07% | No change | 2,720 | $278K |
| Apella Capital, LLC | 0.00% | New | 2,588 | $277K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.9% | 2,696 | $276K |
| HBK Sorce Advisory LLC | 0.01% | New | 2,536 | $276K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.0% | 2,678 | $274K |
| Headinvest, LLC | 0.06% | No change | 2,673 | $273K |
| Greenhouse Wealth Management, LLC | 0.17% | No change | 2,661 | $272K |
| Fisher Asset Management | 0.00% | Reduce -38.2% | 2,633 | $269K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 2,626 | $269K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -1.7% | 2,621 | $268K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 2,620 | $268K |
| Aspen Wealth Management LLC | 0.05% | No change | 2,614 | $267K |
| Klingman & Associates, LLC | 0.01% | No change | 2,607 | $267K |
| Oak Asset Management, LLC | 0.09% | Add +3.0% | 2,600 | $266K |
| Trilogy Capital Inc. | 0.01% | Add +14.9% | 2,593 | $265K |
| Elevation Wealth Management LLC | 0.24% | No change | 2,551 | $261K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.4% | 2,524 | $258K |
| Francis Financial, Inc. | 0.05% | No change | 2,519 | $258K |
| Godfrey Financial Associates, Inc. | 0.22% | No change | 2,495 | $255K |
| Summit Wealth Group LLC / Co. | 0.03% | No change | 2,493 | $255K |
| North Star Investment Management Corp. | 0.02% | No change | 2,488 | $254K |
| Fingerlakes Wealth Management, Inc. | 0.17% | Add +0.4% | 2,486 | $254K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Add +5.3% | 2,455 | $251K |
| Apollon Wealth Management, LLC | 0.00% | Add +17.4% | 2,440 | $249K |
| First Trust Advisors LP | 0.00% | Add +7.0% | 2,418 | $247K |
| Hopwood Financial Services, Inc. | 0.17% | No change | 2,410 | $246K |
| HUB Investment Partners, LLC | 0.01% | New | 2,384 | $244K |
| Manhattan West Asset Management, LLC | 0.05% | No change | 2,376 | $243K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | No change | 2,345 | $240K |
| Legacy Financial Group LLC | 0.03% | Reduce -14.3% | 2,324 | $238K |
| Operose Advisors LLC | 0.06% | No change | 2,322 | $237K |
| Falcon Wealth Planning | 0.02% | No change | 2,305 | $236K |
| Prasad Wealth Partners, LLC | 0.06% | Reduce -6.1% | 2,299 | $235K |
| Continuum Advisory, LLC | 0.02% | Add +0.3% | 2,298 | $235K |
| Tidemark, LLC | 0.06% | New | 2,295 | $235K |
| Invst, LLC | 0.03% | New | 2,295 | $235K |
| Pallas Capital Advisors LLC | 0.01% | No change | 2,265 | $232K |
| Traynor Capital Management, Inc. | 0.01% | New | 2,299 | $231K |
| Accel Wealth Management | 0.06% | No change | 2,253 | $230K |
| Key Financial Inc | 0.04% | No change | 2,244 | $229K |
| Plum Street Advisors, LLC | 0.08% | Reduce -0.5% | 2,243 | $229K |
| Signature Resources Capital Management, LLC | 0.11% | Add +1.3% | 2,239 | $229K |
| Ullmann Wealth Partners Group, LLC | 0.02% | Add +0.5% | 2,232 | $228K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 2,231 | $228K |
| Visionary Wealth Advisors | 0.01% | No change | 2,222 | $227K |
| Tudor Investment Corporation | 0.00% | Reduce -96.3% | 2,220 | $227K |
| IFP Advisors, Inc | 0.00% | Reduce -43.6% | 2,208 | $226K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -24.5% | 2,207 | $226K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.4% | 2,195 | $224K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 2,187 | $224K |
| QRG Capital Management, Inc. | 0.00% | New | 2,148 | $220K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.9% | 2,143 | $219K |
| Capital Analysts, LLC | 0.01% | Reduce -7.6% | 2,145 | $219K |
| Watchman Group, Inc. | 0.05% | No change | 2,138 | $219K |
| Pinnacle Family Advisors, LLC | 0.10% | Reduce -2.8% | 2,123 | $217K |
| NorthRock Partners, LLC | 0.00% | Add +5.1% | 2,113 | $216K |
| Foguth Wealth Management, LLC. | 0.03% | New | 1,956 | $216K |
| Gibson Capital, LLC | 0.04% | No change | 2,106 | $215K |
| Total Investment Management Inc. | 0.03% | No change | 2,105 | $215K |
| Fiduciary Group, LLC | 0.02% | No change | 2,100 | $215K |
| JMN Financial LLC | 0.21% | Add +4.2% | 2,043 | $209K |
| Empower Advisory Group, LLC | 0.00% | Reduce -10.8% | 2,032 | $208K |
| Values Added Financial LLC | 0.09% | No change | 2,031 | $208K |
| Financial Solutions Advisory Group, Inc. | 0.03% | — | 2,025 | $207K |
| Firethorn Wealth Partners, LLC | 0.08% | Add +0.4% | 2,025 | $207K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | New | 2,022 | $207K |
| Proficio Capital Partners LLC | 0.01% | No change | 2,022 | $207K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,013 | $206K |
| Calamos Advisors LLC | 0.00% | New | 2,013 | $206K |
| MCF Advisors LLC | 0.01% | No change | 2,008 | $205K |
| Simon Quick Advisors, LLC | 0.01% | Add +0.4% | 2,001 | $205K |
| Marble Harbor Investment Counsel, LLC | 0.02% | No change | 2,000 | $205K |
| Discipline Wealth Solutions, LLC | 0.02% | No change | 2,000 | $205K |
| Scarborough Advisors, LLC | 0.02% | New | 1,995 | $204K |
| Riverstone Advisors, LLC | 0.10% | New | 1,993 | $204K |
| Collaborative Wealth Managment Inc. | 0.09% | Reduce -8.1% | 1,993 | $204K |
| Keystone Financial Group | 0.01% | New | 1,984 | $203K |
| Element Pointe Advisors, LLC | 0.04% | No change | 1,983 | $203K |
| Chicago Partners Investment Group LLC | 0.00% | New | 1,899 | $203K |
| Macroview Investment Management LLC | 0.14% | Add +0.3% | 1,979 | $202K |
| Kovack Advisors, Inc. | 0.01% | Reduce -5.0% | 1,959 | $200K |
| International Assets Investment Management, LLC | 0.01% | Add +0.1% | 1,858 | $190K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -15.9% | 1,809 | $185K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +425.6% | 1,808 | $185K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -69.7% | 1,807 | $185K |
| Financial Perspectives, Inc | 0.05% | Add +0.4% | 1,768 | $181K |
| First Financial Corp. | 0.07% | No change | 1,759 | $180K |
| WealthShield Partners, LLC | 0.02% | Add +0.3% | 1,756 | $180K |
| Keystone Financial Group, Inc. | 0.09% | Add +0.4% | 1,751 | $179K |
| Fourth Dimension Wealth, LLC | 0.07% | Reduce -5.9% | 1,740 | $178K |
| Teachers Insurance & Annuity Association of America | 0.22% | No change | 1,705 | $174K |
| Curio Wealth, LLC | 0.06% | No change | 1,674 | $171K |
| Brown Brothers Harriman & Co. | 0.00% | Add +42.8% | 1,672 | $171K |
| Birchwood Financial Partners, Inc. | 0.15% | Add +0.1% | 1,560 | $159K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.0% | 1,518 | $155K |
| Hoese & Co LLP | 0.11% | No change | 1,500 | $153K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,490 | $152K |
| Archer Investment Corp | 0.03% | Add +1089.4% | 1,463 | $150K |
| Avion Wealth | 0.03% | No change | 1,441 | $147K |
| CoreCap Advisors, LLC | 0.00% | Reduce -10.2% | 1,375 | $141K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 1,329 | $136K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,327 | $136K |
| TD Capital Management LLC | 0.01% | No change | 1,325 | $135K |
| Vermillion Wealth Management, Inc. | 0.05% | No change | 1,295 | $132K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +31.0% | 1,238 | $127K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,228 | $126K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -45.8% | 1,165 | $119K |
| IMG Wealth Management, Inc. | 0.07% | No change | 1,138 | $116K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,119 | $114K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,084 | $111K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,019 | $102K |
| Park Place Capital Corp | 0.02% | Add +0.4% | 968 | $99K |
| Anchor Investment Management, LLC | 0.01% | Reduce -18.2% | 938 | $96K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -41.7% | 935 | $94K |
| AlphaCore Capital LLC | 0.00% | Reduce -14.7% | 900 | $92K |
| Quantbot Technologies LP | 0.00% | New | 897 | $92K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 896 | $92K |
| Zions Bancorporation, National Association | 0.01% | No change | 887 | $91K |
| Rossmore Private Capital | 0.01% | No change | 880 | $90K |
| Financial Consulate, Inc. | 0.01% | No change | 818 | $84K |
| Ankerstar Wealth, LLC | 0.08% | Reduce -27.8% | 781 | $80K |
| 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 +0.4% | 724 | $74K |
| Pacific Center for Financial Services | 0.02% | No change | 709 | $72K |
| Ancora Advisors LLC | 0.00% | No change | 689 | $70K |
| Abound Wealth Management | 0.02% | Add +0.1% | 657 | $67K |
| Abound Financial, LLC | 0.03% | Reduce -19.4% | 650 | $66K |
| Truvestments Capital LLC | 0.01% | No change | 650 | $66K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 611 | $66K |
| Finley Financial, LLC | 0.03% | No change | 640 | $65K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 578 | $59K |
| Sage Mountain Advisors LLC | 0.00% | No change | 560 | $57K |
| Franklin Resources Inc. | 0.00% | No change | 523 | $53K |
| Bogart Wealth, LLC | 0.00% | No change | 519 | $53K |
| Perkins Coie Trust Co | 0.01% | No change | 512 | $52K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 505 | $52K |
| SJS Investment Consulting Inc. | 0.01% | New | 501 | $51K |
| Arlington Trust Co LLC | 0.00% | No change | 500 | $51K |
| GAMMA Investing LLC | 0.00% | Add +133.5% | 495 | $51K |
| Winthrop Capital Management, LLC | 0.01% | No change | 488 | $50K |
| Tsfg, LLC | 0.01% | No change | 487 | $50K |
| DHJJ Financial Advisors, Ltd. | 0.02% | New | 476 | $49K |
| Darwin Wealth Management, LLC | 0.01% | New | 470 | $48K |
| 1 North Wealth Services LLC | 0.02% | Reduce -50.0% | 450 | $46K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 444 | $45K |
| Mather Group, Llc. | 0.00% | New | 444 | $45K |
| Hilton Head Capital Partners, LLC | 0.03% | No change | 442 | $45K |
| MidFirst Bank | 0.00% | Reduce -5.0% | 434 | $44K |
| True Link Financial Advisors, LLC | 0.00% | New | 407 | $42K |
| Hickory Point Bank & Trust | 0.03% | New | 400 | $41K |
| Lanark Financial, Inc. | 0.00% | No change | 400 | $41K |
| Vision Retirement, LLC | 0.01% | Add +0.5% | 396 | $40K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 384 | $39K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 375 | $38K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 356 | $36K |
| Kings Path Partners LLC | 0.01% | Reduce -29.7% | 351 | $36K |
| SHP Wealth Management | 0.00% | Reduce -17.9% | 334 | $34K |
| Hager Investment Management Services, LLC | 0.02% | No change | 322 | $33K |
| Mechanics Financial Corp | 0.01% | No change | 317 | $32K |
| NCP Inc. | 0.05% | No change | 290 | $30K |
| Smithfield Trust Co | 0.00% | No change | 282 | $29K |
| DT Investment Partners, LLC | 0.00% | No change | 283 | $29K |
| FAS Wealth Partners, Inc. | 0.00% | New | 281 | $29K |
| Evolution Wealth Management Inc. | 0.02% | No change | 281 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -7.5% | 259 | $26K |
| 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% | No change | 250 | $26K |
| Sherman Asset Management, Inc. | 0.02% | No change | 240 | $25K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -79.9% | 236 | $24K |
| Legacies Wealth LLC | 0.01% | Reduce -31.9% | 230 | $24K |
| Pittenger & Anderson Inc. | 0.00% | New | 216 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 214 | $22K |
| Caldwell Trust Co | 0.00% | Reduce -25.8% | 201 | $21K |
| Nemes Rush Group LLC | 0.00% | Add +178.6% | 195 | $20K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 185 | $19K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +23.3% | 185 | $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 |
| Bullock Wealth Management Group | 0.01% | Add +78.1% | 171 | $18K |
| NFSG Corp | 0.00% | No change | 164 | $17K |
| Motco | 0.00% | Reduce -44.2% | 159 | $16K |
| Sittner & Nelson, LLC | 0.01% | No change | 158 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 153 | $16K |
| Advisortrust Partners, LLC | 0.01% | New | 151 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $15K |
| JPL Wealth Management, LLC | 0.00% | New | 148 | $15K |
| Root Financial Partners, LLC | 0.00% | Reduce -29.5% | 148 | $15K |
| Topsail Wealth Management, LLC | 0.00% | No change | 134 | $14K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 132 | $13K |
| Chapman Financial Group, LLC | 0.01% | No change | 130 | $13K |
| Signature Equity Partners, LLC | 0.01% | Add +0.8% | 130 | $13K |
| Barrett & Company, Inc. | 0.00% | No change | 123 | $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 |
| CENTRAL TRUST Co | 0.00% | Add +827.3% | 102 | $10K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $10K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $10K |
| Destiny Wealth Partners, LLC | 0.00% | New | 100 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 97 | $10K |
| Harbor Asset Planning, Inc. | 0.01% | Add +1.1% | 90 | $9K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 86 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 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% | No change | 75 | $8K |
| Olistico Wealth, LLC | 0.00% | No change | 72 | $7K |
| Wilkerson Advisory Group LLC | 0.00% | Add +1.5% | 69 | $7K |
| AdvisorNet Financial, Inc | 0.00% | New | 64 | $7K |
| 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 |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -22.6% | 48 | $5K |
| Financial Life Planners | 0.00% | New | 45 | $5K |
| BNP Paribas Financial Markets | 0.00% | New | 45 | $5K |
| Rossby Financial, LCC | 0.00% | No change | 40 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 40 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 39 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 37 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Add +288.9% | 35 | $4K |
| Realta Investment Advisors | 0.00% | Reduce -84.0% | 34 | $3K |
| 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% | No change | 29 | $3K |
| MBM Wealth Consultants, LLC | 0.00% | New | 29 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 28 | $3K |
| Monetary Solutions, Ltd | 0.00% | No change | 23 | $2K |
| Bernard Wealth Management Corp. | 0.00% | No change | 21 | $2K |
| Fairscale Capital, LLC | 0.00% | No change | 21 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 16 | $2K |
| Copia Wealth Management | 0.00% | Reduce -12.5% | 7 | $716 |
| Matrix Private Capital Group LLC | 0.00% | New | 7 | $716 |
| Register Financial Advisors LLC | 0.00% | New | 7 | $716 |
| Delta Asset Management LLC | 0.00% | No change | 3 | $332 |
| Kilter Group LLC | 0.00% | No change | 2 | $228 |
"% 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.