iShares Core S&P U.S. ValueIUSVETF
13F holders, Q2 2026 (June 30)813holders +21
63new positions
41sold out
6famous investors
$110.16avg. 13F price*
At the end of Q2 2026, 813 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 21 from Q1 2026. 63 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($9.6B), LPL Financial LLC ($1.9B) and Morgan Stanley ($1.1B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core S&P U.S. Value
- CUSIP
- 464287663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $56.1M |
| Exits | 41 | $36.0M |
All 13F filers, Q1 2026 → Q2 2026: 10,174,317 shares bought and 3,375,390 shares sold, net +6,798,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 813 holders
| Bank of America Corp. | 0.62% | Add +4.5% | 87,142,505 | $9.6B |
| LPL Financial LLC | 0.43% | Add +1.2% | 17,438,274 | $1.9B |
| Morgan Stanley | 0.06% | Reduce -0.7% | 9,794,840 | $1.1B |
| Jones Financial Companies LLLP | 0.36% | Add +5.9% | 8,102,785 | $889.9M |
| Envestnet Asset Management Inc. | 0.20% | Add +5.7% | 7,575,951 | $834.5M |
| Signaturefd, LLC | 7.17% | Add +4.9% | 4,871,244 | $536.6M |
| Kestra Investment Management, LLC | 9.53% | Add +14.7% | 4,464,120 | $491.7M |
| Blue Trust, Inc. | 4.89% | Reduce -0.9% | 4,235,766 | $466.6M |
| Aspiriant, LLC | 10.02% | Add +0.1% | 3,685,507 | $406.0M |
| Merit Financial Group, LLC | 2.04% | Add +6.7% | 2,976,786 | $327.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.8% | 1,917,456 | $211.3M |
| Raymond James Financial Inc. | 0.05% | Add +0.9% | 1,655,527 | $182.4M |
| PNC Financial Services Group, Inc. | 0.09% | Add +11.4% | 1,601,375 | $176.4M |
| Royal Bank of Canada | 0.03% | Add +4.5% | 1,576,412 | $173.6M |
| UBS Group AG | 0.03% | Reduce -3.6% | 1,540,958 | $169.7M |
| Benjamin Edwards Inc. | 1.40% | Add +6.0% | 1,392,296 | $153.4M |
| Modera Wealth Management, LLC | 1.40% | Add +0.5% | 1,192,955 | $131.4M |
| Blair William & Co. | 0.34% | Add +2.0% | 1,189,639 | $131.0M |
| Foster Group, Inc. | 3.31% | Add +1.8% | 1,131,712 | $124.7M |
| Natixis Advisors, LLC | 0.14% | Add +10.4% | 1,131,519 | $124.6M |
| Corient Private Wealth LP | 0.15% | Add +21.9% | 997,535 | $109.9M |
| Auto-Owners Insurance Co | 2.15% | Reduce -36.2% | 864,000 | $95.2M |
| Wells Fargo & Company | 0.02% | Reduce -28.1% | 851,253 | $93.8M |
| Canandaigua National Bank & Trust Co. | 7.51% | — | 808,560 | $89.1M |
| Cetera Investment Advisers | 0.08% | Add +6.2% | 755,194 | $83.2M |
| HighTower Advisors, LLC | 0.08% | Add +3.7% | 744,190 | $82.0M |
| Sequoia Financial Advisors, LLC | 0.38% | Reduce -0.1% | 695,001 | $76.6M |
| Principal Securities, Inc. | 0.89% | Reduce -4.4% | 671,256 | $73.9M |
| Commonwealth Equity Services, LLC | 0.09% | Add +1.7% | 669,764 | $73.8M |
| McGlone Suttner Wealth Management, Inc. | 8.59% | Add +1.7% | 664,617 | $73.2M |
| Kintra Wealth, LLC | 3.57% | Add +33.6% | 591,891 | $68.3M |
| Osaic Holdings, Inc. | 0.08% | Add +17.5% | 603,501 | $66.5M |
| Allworth Financial LP | 0.28% | Reduce -1.7% | 587,665 | $64.7M |
| Curi Capital, LLC | 0.98% | Add +27.5% | 573,084 | $63.1M |
| Allspring Global Investments Holdings, LLC | 0.09% | Add +1.4% | 532,868 | $58.7M |
| FMR LLC | 0.00% | Add +1.0% | 482,741 | $53.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +8.7% | 472,655 | $52.1M |
| Ameriprise Financial Inc. | 0.01% | Add +10.3% | 460,850 | $50.7M |
| Arax Advisory Partners | 0.33% | Add +7242.4% | 450,235 | $49.6M |
| Nadler Financial Group, Inc. | 4.14% | Reduce -2.2% | 443,540 | $48.9M |
| Flagship Harbor Advisors, LLC | 1.81% | Add +5.3% | 429,490 | $47.3M |
| Howe & Rusling Inc. | 2.66% | Add +16.2% | 416,948 | $45.9M |
| Janney Montgomery Scott LLC | 0.09% | Add +296.6% | 410,476 | $45.2M |
| Gotham Asset Management | 0.10% | Add +65.4% | 398,466 | $43.9M |
| Focus Partners Wealth | 0.04% | Reduce -5.0% | 397,894 | $43.8M |
| Financial Engines Advisors L.L.C. | 0.08% | Add +15.3% | 397,448 | $43.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +0.2% | 391,557 | $43.7M |
| Tanglewood Legacy Advisors, LLC | 13.63% | Add +0.5% | 383,487 | $42.2M |
| Atlantic Union Bankshares Corp | 0.69% | Add +2.1% | 375,135 | $41.3M |
| Veracity Capital LLC | 10.96% | Add +2.1% | 368,402 | $40.6M |
| Hantz Financial Services, Inc. | 0.53% | Reduce -1.1% | 354,360 | $39.0M |
| PCA Investment Advisory Services Inc. | 10.17% | Add +3.1% | 330,925 | $36.5M |
| Madison Wealth Partners, Inc | 4.48% | Add +2.5% | 319,929 | $35.2M |
| Townsend & Associates, Inc | 3.00% | Reduce -0.9% | 316,302 | $35.2M |
| Southern Capital Advisors, LLC | 14.33% | Add +5.3% | 311,418 | $34.3M |
| DDFG, Inc | 6.57% | Add +1.0% | 300,399 | $33.1M |
| ForthRight Wealth Management, LLC | 8.29% | Reduce -2.6% | 294,358 | $32.4M |
| MML Investors Services, LLC | 0.06% | Add +15.1% | 287,524 | $31.7M |
| Duncan Williams Asset Management, LLC | 7.01% | Add +4.4% | 282,318 | $31.1M |
| Equitable Holdings, Inc. | 0.17% | Reduce -20.2% | 264,252 | $29.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.3% | 254,875 | $28.1M |
| Vident Advisory, LLC | 0.21% | Add +1.0% | 252,461 | $27.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +214.8% | 249,449 | $27.5M |
| Modern Wealth Management, LLC | 0.33% | Add +527.1% | 247,856 | $27.3M |
| Salus Financial Advisors, LLC | 13.21% | Add +8.0% | 243,298 | $26.8M |
| Private Advisor Group, LLC | 0.12% | Add +10.7% | 243,044 | $26.8M |
| Kestra Private Wealth Services, LLC | 0.29% | Reduce -17.0% | 237,417 | $26.2M |
| Sanctuary Advisors, LLC | 0.12% | Add +4.5% | 236,853 | $26.1M |
| Garde Capital, Inc. | 1.15% | Reduce -2.1% | 232,407 | $25.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +2.1% | 221,191 | $24.4M |
| GDS Wealth Management | 1.12% | Reduce -6.7% | 212,872 | $23.4M |
| Alliance Private Wealth, LLC | 7.95% | Reduce -6.0% | 207,767 | $22.9M |
| Steele Capital Management, Inc. | 0.84% | Reduce -1.2% | 206,988 | $22.8M |
| Waldron Private Wealth LLC | 0.79% | Reduce -11.8% | 206,863 | $22.8M |
| Birchcreek Wealth Management, LLC | 8.78% | Add +1.4% | 204,617 | $22.5M |
| Ironwood Wealth Management, Inc. | 9.08% | Add +0.1% | 192,775 | $21.5M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +148.4% | 192,811 | $21.2M |
| Strategies Wealth Advisors, LLC | 1.88% | Reduce -5.9% | 191,032 | $21.0M |
| SkyOak Wealth, LLC | 3.41% | Reduce -5.5% | 189,458 | $20.9M |
| High Probability Advisors, LLC | 2.23% | Add +6.2% | 189,323 | $20.9M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -9.2% | 187,372 | $20.6M |
| Richard W. Paul & Associates, LLC | 6.22% | Add +1.4% | 184,588 | $20.3M |
| United Capital Financial Advisors, LLC | 0.11% | Add +16.7% | 183,058 | $20.2M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +9.7% | 173,977 | $19.2M |
| Allianz Asset Management GmbH | 0.02% | Add +14.3% | 170,990 | $18.8M |
| Crescent Grove Advisors, LLC | 1.54% | Add +1.3% | 164,622 | $18.1M |
| Financial Partners Group, Inc | 1.79% | Reduce -1.1% | 159,702 | $17.6M |
| Elevation Point Wealth Partners, LLC | 0.32% | Add +296.8% | 154,658 | $17.0M |
| Stifel Financial Corp. | 0.01% | Add +1.9% | 154,119 | $17.0M |
| Brandes Investment Partners, LP | 0.12% | New | 153,901 | $17.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -28.3% | 151,715 | $16.7M |
| Savant Capital, LLC | 0.05% | Add +0.6% | 148,121 | $16.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -3.6% | 147,513 | $16.3M |
| Global Strategic Investment Solutions, LLC | 1.44% | Add +0.3% | 146,101 | $16.1M |
| Creative Planning | 0.01% | Add +5.5% | 141,664 | $15.6M |
| Cosner Financial Group, LLC | 7.98% | Add +0.9% | 141,107 | $15.5M |
| Ameritas Advisory Services, LLC | 0.31% | Add +143.0% | 140,385 | $15.5M |
| Atria Investments, Inc | 0.15% | Add +13.5% | 134,589 | $14.8M |
| Main Street Financial Solutions, LLC | 0.95% | Add +6.2% | 134,115 | $14.8M |
| Carl P. Sherr & Co., LLC | 6.19% | Reduce -1.7% | 134,098 | $14.8M |
| Keenan, LLC | 10.30% | Add +10.2% | 132,366 | $14.6M |
| Arwa LLC | 6.01% | Add +25.5% | 128,517 | $14.5M |
| NewEdge Advisors, LLC | 0.04% | Reduce -0.1% | 130,015 | $14.3M |
| Petix & Botte Co | 2.86% | Add +80.6% | 128,789 | $14.2M |
| Creative Financial Designs Inc. | 0.66% | Add +5.0% | 125,306 | $13.8M |
| AQR Capital Management | 0.00% | Add +264.1% | 121,788 | $13.4M |
| Baird Financial Group, Inc. | 0.02% | Reduce -7.9% | 115,577 | $12.7M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +3.9% | 115,040 | $12.7M |
| Weil Company, Inc. | 2.17% | Add +14.6% | 111,888 | $12.3M |
| Roberts Financial Services LLC | 3.60% | Add +1.3% | 111,670 | $12.3M |
| Truist Financial Corp. | 0.01% | Reduce -1.8% | 110,696 | $12.2M |
| Lutz Financial Services LLC | 0.74% | Reduce -1.2% | 110,245 | $12.1M |
| &partners | 0.05% | Add +16.3% | 109,887 | $12.1M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -1.0% | 105,349 | $11.6M |
| IFG Advisory, LLC | 0.41% | New | 105,162 | $11.6M |
| Crestwood Advisors Group, LLC | 0.17% | Add +0.1% | 104,872 | $11.6M |
| Sigma Planning Corp | 0.29% | Add +2.0% | 102,816 | $11.3M |
| Dynamic Advisor Solutions LLC | 0.32% | Add +3.6% | 101,192 | $11.1M |
| Tortoise Investment Management, LLC | 0.82% | Reduce -1.2% | 100,080 | $11.0M |
| Alpha Zero LLC | 4.13% | Add +16.0% | 96,604 | $10.9M |
| CIBC Bancorp USA Inc. | 0.01% | Add +41.0% | 96,387 | $10.6M |
| Quent Capital, LLC | 0.65% | Reduce -0.3% | 96,105 | $10.6M |
| Mariner, LLC | 0.01% | Reduce -10.4% | 95,713 | $10.5M |
| Gallagher Fiduciary Advisors, LLC | 0.34% | Add +32.8% | 94,711 | $10.4M |
| Financial Council, LLC | 3.25% | Add +0.1% | 90,868 | $10.0M |
| TD Private Client Wealth LLC | 0.18% | Reduce -7.2% | 86,730 | $9.6M |
| Zuckerman Investment Group, LLC | 0.81% | Reduce -2.4% | 86,389 | $9.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.6% | 83,214 | $9.2M |
| Foundry Financial Group, Inc. | 3.92% | Add +2.2% | 82,226 | $9.1M |
| Canvas Wealth Advisors, LLC | 1.25% | Add +6.0% | 81,196 | $8.9M |
| Amplius Wealth Advisors, LLC | 0.64% | Reduce -6.7% | 78,975 | $8.7M |
| Alliancebernstein L.P. | 0.00% | Add +1.1% | 83,216 | $8.5M |
| OneDigital Investment Advisors LLC | 0.07% | Add +2.0% | 77,236 | $8.5M |
| Family Capital Management, Inc. | 3.25% | Add +1.4% | 76,041 | $8.4M |
| Symphony Financial, Ltd. Co. | 0.92% | Add +2.2% | 76,013 | $8.4M |
| HighMark Wealth Management LLC | 2.79% | Reduce -6.3% | 75,506 | $8.3M |
| Motive Wealth Advisors | 3.40% | Reduce -0.1% | 75,144 | $8.3M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +132.2% | 72,992 | $8.0M |
| Cerity Partners LLC | 0.01% | Add +2.2% | 71,676 | $7.9M |
| Summit Financial, LLC | 0.09% | Add +25.4% | 71,180 | $7.8M |
| Legacy Solutions, LLC | 6.34% | Add +0.6% | 71,120 | $7.8M |
| Integrity Alliance, Llc. | 0.25% | Add +5.6% | 70,949 | $7.8M |
| Mutual Advisors, LLC | 0.14% | Add +8.6% | 69,391 | $7.6M |
| Centaurus Financial, Inc. | 0.29% | Reduce -5.4% | 67,360 | $7.4M |
| Valmark Advisers, Inc. | 0.08% | Reduce -0.5% | 67,246 | $7.4M |
| Townsend Financial Planning, LLC | 6.34% | Reduce -0.1% | 66,032 | $7.3M |
| Able Wealth Management LLC | 1.66% | Add +0.9% | 65,508 | $7.2M |
| Sapient Capital LLC | 0.09% | Reduce -32.6% | 65,069 | $7.2M |
| Independence Financial Advisors, LLC | 1.82% | Reduce -31.4% | 63,795 | $7.0M |
| Arkadios Wealth Advisors | 0.11% | Add +9.3% | 62,727 | $6.9M |
| Beam Wealth Advisors, Inc. | 1.48% | Reduce -0.0% | 60,856 | $6.7M |
| Columbus Macro, LLC | 0.64% | Add +1.8% | 59,827 | $6.6M |
| Stevens Capital Partners | 1.23% | Add +22.7% | 58,938 | $6.5M |
| Corepath Wealth Partners LLC | 3.96% | Reduce -0.4% | 57,271 | $6.3M |
| SCS Capital Management LLC | 0.06% | No change | 56,387 | $6.2M |
| Advisory Services Network, LLC | 0.07% | Add +0.8% | 56,366 | $6.2M |
| Elm Partners Management LLC | 0.22% | Add +11.7% | 55,571 | $6.1M |
| Old Mission Investment Co LLC | 1.27% | Reduce -0.7% | 55,257 | $6.1M |
| Global Retirement Partners, LLC | 0.09% | — | 54,741 | $6.0M |
| Captrust Financial Advisors | 0.01% | Reduce -0.2% | 54,346 | $6.0M |
| Fifth Third Bancorp | 0.01% | Reduce -3.2% | 52,080 | $5.7M |
| Integrated Advisors Network LLC | 0.26% | Add +40.6% | 51,476 | $5.7M |
| Eley Financial Management, Inc | 1.83% | Reduce -0.1% | 51,439 | $5.7M |
| Spire Wealth Management | 0.17% | Reduce -0.8% | 50,974 | $5.6M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +19.4% | 50,872 | $5.6M |
| 180 Wealth Advisors, LLC | 0.56% | Reduce -5.5% | 50,297 | $5.5M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -0.7% | 50,013 | $5.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +2.3% | 49,111 | $5.4M |
| Summit Wealth Partners, LLC | 0.77% | Add +0.3% | 49,048 | $5.4M |
| Variant Private Wealth, LLC | 5.90% | Reduce -0.2% | 47,616 | $5.2M |
| US Bancorp \de | 0.01% | Add +0.9% | 47,013 | $5.2M |
| Eaton Financial Holdings Company, LLC | 1.41% | Add +0.3% | 46,626 | $5.1M |
| Hilltop Wealth Advisors, LLC | 2.54% | Add +13.8% | 46,125 | $5.1M |
| OpenArc Corporate Advisory, LLC | 0.06% | Reduce -8.8% | 45,179 | $5.0M |
| Breakwater Capital Group | 0.59% | Reduce -1.9% | 44,873 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +19.5% | 44,361 | $4.9M |
| Venturi Wealth Management, LLC | 0.19% | Reduce -94.4% | 44,127 | $4.9M |
| Towne Trust Company, N.A | 1.45% | Add +10.9% | 43,291 | $4.8M |
| Certified Advisory Corp | 0.38% | Reduce -38.5% | 42,269 | $4.7M |
| Deutsche Bank AG | 0.00% | Reduce -0.1% | 42,174 | $4.6M |
| Asset Management Group, Inc. | 0.67% | Reduce -3.9% | 41,777 | $4.6M |
| Bailard, Inc. | 0.09% | Reduce -0.0% | 40,116 | $4.4M |
| Wealth Management Partners, LLC | 1.04% | Reduce -0.3% | 39,998 | $4.4M |
| IHT Wealth Management, LLC | 0.09% | Reduce -2.4% | 39,724 | $4.4M |
| Forefront Wealth Partners, LLC | 1.34% | Add +5.9% | 39,329 | $4.3M |
| Northern Trust Corp. | 0.00% | No change | 38,824 | $4.3M |
| Oppenheimer & Co. Inc. | 0.05% | Add +1.0% | 38,495 | $4.2M |
| M&T Bank Corp | 0.01% | Reduce -5.4% | 38,345 | $4.2M |
| Diversify Advisory Services, LLC | 0.07% | New | 37,277 | $4.2M |
| Diversify Wealth Management, LLC | 0.07% | Add +64.8% | 37,277 | $4.2M |
| Windward Private Wealth Management Inc. | 1.32% | Reduce -2.5% | 37,500 | $4.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.2% | 37,153 | $4.1M |
| Trek Financial, LLC | 0.20% | Reduce -76.4% | 36,621 | $4.0M |
| Equity Investment Corp. | 0.08% | Reduce -14.9% | 36,057 | $4.0M |
| Greenline Partners, LLC | 0.40% | No change | 35,658 | $3.9M |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.16% | Reduce -10.6% | 35,098 | $3.9M |
| Fortress Financial Group, LLC | 1.88% | Reduce -75.5% | 34,118 | $3.8M |
| Valley Forge Investment Consultants Inc. Adv | 0.96% | Add +0.4% | 33,901 | $3.7M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -9.5% | 33,883 | $3.7M |
| Tobias Financial Advisors, Inc. | 0.45% | No change | 31,906 | $3.5M |
| Catalyst Private Wealth, LLC | 1.67% | Reduce -2.8% | 31,393 | $3.5M |
| Family Manage LLC | 0.36% | Add +1.1% | 31,284 | $3.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.54% | Reduce -2.3% | 30,945 | $3.4M |
| HighPoint Advisor Group LLC | 0.11% | Reduce -0.3% | 29,610 | $3.3M |
| Atlas Capital Advisors Inc. | 0.36% | No change | 29,547 | $3.3M |
| Nuveen, LLC | 0.00% | New | 28,904 | $3.2M |
| Guidance Point Advisors, LLC | 0.68% | Add +0.1% | 28,606 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.7% | 28,364 | $3.1M |
| Apollon Financial, LLC | 0.36% | Add +0.7% | 27,987 | $3.1M |
| NewEdge Wealth, LLC | 0.03% | Add +30.9% | 27,969 | $3.1M |
| Eagle Strategies LLC | 0.31% | Add +1.0% | 27,887 | $3.1M |
| Robinson Smith Wealth Advisors LLC | 1.82% | Reduce -2.4% | 27,648 | $3.0M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.1% | 27,415 | $3.0M |
| ZWJ Investment Counsel Inc. | 0.10% | Add +1.6% | 27,343 | $3.0M |
| VestGen Advisors, LLC | 0.09% | Reduce -35.5% | 27,135 | $3.0M |
| BlackRock, Inc. | 0.00% | Reduce -38.9% | 27,058 | $3.0M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -5.5% | 27,020 | $3.0M |
| Valpey Financial Services, LLC | 1.77% | Reduce -2.6% | 26,960 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Add +10.8% | 26,936 | $3.0M |
| Composition Wealth, LLC | 0.03% | Add +0.5% | 26,701 | $2.9M |
| Sterling Wealth Management, Inc. | 0.72% | Add +0.4% | 26,258 | $2.9M |
| 17 Capital Partners, LLC | 1.31% | Add +1.9% | 26,157 | $2.9M |
| Caliber Wealth Management, LLC / KS | 0.28% | Reduce -3.9% | 25,920 | $2.9M |
| General Partner, Inc. | 1.52% | No change | 25,634 | $2.8M |
| Private Trust Co. NA | 0.22% | Add +0.8% | 25,390 | $2.8M |
| Harbour Investments, Inc. | 0.04% | Add +8.0% | 25,147 | $2.8M |
| Silver Lake Advisory, LLC | 0.98% | Add +0.0% | 24,836 | $2.7M |
| Renaissance Technologies | 0.00% | Reduce -14.3% | 24,500 | $2.7M |
| Life Planning Partners, Inc | 2.01% | No change | 24,491 | $2.7M |
| Regal Investment Advisors LLC | 0.14% | No change | 24,218 | $2.7M |
| MFA Wealth Services | 1.59% | Add +0.3% | 24,157 | $2.7M |
| Wealth Advisors of Iowa, LLC | 0.71% | Reduce -4.1% | 23,953 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -22.1% | 23,363 | $2.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -5.9% | 23,173 | $2.6M |
| Magnolia Capital Advisors LLC | 0.44% | Add +0.4% | 23,146 | $2.5M |
| XY Planning Network, Inc. | 0.31% | Add +2.3% | 22,487 | $2.5M |
| Matauro, LLC | 0.33% | Reduce -1.6% | 22,319 | $2.5M |
| Cahill Financial Advisors Inc. | 0.23% | Add +0.3% | 22,152 | $2.4M |
| Prospera Financial Services Inc | 0.04% | Reduce -18.2% | 21,952 | $2.4M |
| Caprock Group, LLC | 0.05% | No change | 21,771 | $2.4M |
| Western Wealth Management, LLC | 0.08% | Add +0.7% | 21,166 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -12.1% | 20,932 | $2.3M |
| Legacy Financial Strategies, LLC | 0.35% | No change | 20,721 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +50.4% | 20,668 | $2.3M |
| Drake & Associates, LLC | 0.38% | Reduce -0.8% | 20,238 | $2.2M |
| Denver PWM, LLC | 0.73% | Reduce -1.4% | 19,221 | $2.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -0.7% | 19,889 | $2.2M |
| Joule Financial, LLC | 0.58% | Add +21.7% | 19,474 | $2.1M |
| NWF Advisory Services Inc. | 0.20% | Add +4.9% | 19,472 | $2.1M |
| Next Capital Management LLC | 0.57% | Reduce -2.0% | 19,159 | $2.1M |
| First Heartland Consultants, Inc. | 0.14% | Add +0.1% | 19,105 | $2.1M |
| D. E. Shaw & Co. | 0.00% | New | 18,693 | $2.1M |
| Montag A & Associates Inc. | 0.09% | Reduce -12.6% | 18,661 | $2.1M |
| Liberty One Investment Management, LLC | 0.20% | Add +8.6% | 18,351 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +15.2% | 18,290 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +1.3% | 18,219 | $2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -12.1% | 17,969 | $2.0M |
| PFG Advisors | 0.10% | Reduce -3.7% | 17,561 | $1.9M |
| TL Private Wealth | 0.70% | Reduce -3.2% | 17,105 | $1.9M |
| Bessemer Group Inc. | 0.00% | Add +45.4% | 16,756 | $1.8M |
| Uptick Partners, LLC | 0.28% | Reduce -1.0% | 16,398 | $1.8M |
| TriaGen Wealth Management LLC | 0.45% | Reduce -0.5% | 16,304 | $1.8M |
| Mfa Wealth Advisors, LLC | 0.31% | Reduce -89.8% | 16,244 | $1.8M |
| Tudor Investment Corporation | 0.01% | Add +631.6% | 16,241 | $1.8M |
| Transcend Capital Advisors, LLC | 0.12% | Add +21.9% | 15,964 | $1.8M |
| WJ Wealth Management, LLC | 0.69% | Reduce -0.1% | 15,956 | $1.8M |
| Sovereign Financial Group, Inc. | 0.27% | Reduce -3.7% | 15,900 | $1.8M |
| Mgo One Seven LLC | 0.03% | Reduce -6.9% | 15,736 | $1.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.55% | Reduce -1.9% | 15,307 | $1.7M |
| Traub Capital Management LLC | 1.50% | Reduce -11.1% | 15,284 | $1.7M |
| Waverly Advisors, LLC | 0.01% | Add +16.1% | 15,165 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Reduce -17.0% | 15,080 | $1.7M |
| Soltis Investment Advisors LLC | 0.09% | Add +0.3% | 14,901 | $1.6M |
| Dean Investment Associates, LLC | 0.21% | No change | 14,756 | $1.6M |
| Bleakley Financial Group, LLC | 0.02% | Add +27.6% | 14,742 | $1.6M |
| Wealthspire Advisors, LLC | 0.01% | Add +128.2% | 14,527 | $1.6M |
| Ipswich Investment Management Co., Inc. | 0.33% | Reduce -3.0% | 14,365 | $1.6M |
| One Day In July LLC | 0.11% | Add +4.4% | 14,094 | $1.6M |
| Cambria Investment Management, L.P. | 0.08% | Add +11.9% | 14,000 | $1.5M |
| Empowered Funds, LLC | 0.01% | Add +11.9% | 14,000 | $1.5M |
| Howland Capital Management LLC | 0.05% | Add +1.1% | 13,624 | $1.5M |
| Inspire Advisors, LLC | 0.10% | Add +44.5% | 13,363 | $1.5M |
| Atlantic Edge Private Wealth Management, LLC | 0.30% | Add +22.0% | 13,310 | $1.5M |
| Endowment Wealth Management, Inc. | 0.57% | Reduce -0.3% | 13,299 | $1.5M |
| Boyd Wealth Management, LLC | 0.55% | Reduce -6.8% | 13,275 | $1.5M |
| Syon Capital LLC | 0.06% | Add +0.6% | 13,239 | $1.5M |
| Rik Saylor Financial, Inc. | 0.96% | Add +0.1% | 13,151 | $1.4M |
| Maryland Capital Advisors Inc. | 0.46% | — | 13,073 | $1.4M |
| Carr Financial Group Corp | 0.32% | Add +0.4% | 12,667 | $1.4M |
| 1900 Wealth Management LLC | 0.08% | Reduce -0.1% | 12,639 | $1.4M |
| Tennessee Valley Asset Management Partners | 0.15% | Reduce -0.1% | 12,557 | $1.4M |
| Point72 Asset Management | 0.00% | New | 12,551 | $1.4M |
| Prism Planning Partners LLC | 1.44% | No change | 12,340 | $1.4M |
| Wealthquest Corp | 0.08% | Reduce -4.2% | 12,187 | $1.3M |
| Narus Financial Partners, LLC | 0.34% | Reduce -0.7% | 12,175 | $1.3M |
| Potentia Wealth | 0.55% | No change | 12,173 | $1.3M |
| RFG Advisory, LLC | 0.02% | Add +30.3% | 12,117 | $1.3M |
| Perennial Investment Advisors, LLC | 0.09% | Add +9.7% | 12,108 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +35.4% | 12,006 | $1.3M |
| American State Bank (Iowa) | 0.54% | Reduce -0.1% | 11,979 | $1.3M |
| GC Wealth Management RIA, LLC | 0.08% | No change | 11,876 | $1.3M |
| Brickley Wealth Management | 0.19% | No change | 11,806 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Add +8.9% | 11,801 | $1.3M |
| New Wave Wealth Advisors LLC | 0.35% | Reduce -14.6% | 11,722 | $1.3M |
| Verus Capital Partners, LLC | 0.07% | Add +2.9% | 11,486 | $1.3M |
| Argent Trust Co | 0.04% | No change | 11,412 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +37.5% | 11,349 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.24% | Add +0.1% | 11,109 | $1.2M |
| Occidental Asset Management, LLC | 0.12% | Reduce -42.8% | 11,042 | $1.2M |
| CFO4Life Group, LLC | 0.16% | Reduce -29.4% | 10,996 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | Add +0.3% | 10,713 | $1.2M |
| White Pine Capital LLC | 0.28% | Add +2.0% | 10,661 | $1.2M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.65% | New | 4,187 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +1.4% | 10,360 | $1.1M |
| Sound Income Strategies, LLC | 0.05% | Reduce -0.1% | 10,357 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.22% | Add +2.7% | 10,134 | $1.1M |
| Ritholtz Wealth Management | 0.02% | New | 10,055 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.14% | Add +1.4% | 10,053 | $1.1M |
| Elevate Wealth Advisory, Inc. | 0.61% | Add +0.2% | 9,772 | $1.1M |
| R. W. Roge & Company, Inc. | 0.45% | No change | 9,677 | $1.1M |
| Verity Asset Management, Inc. | 0.40% | Add +5.3% | 9,629 | $1.1M |
| Lansing Street Advisors | 0.22% | No change | 9,561 | $1.1M |
| Riverwater Partners LLC | 0.31% | Add +8.0% | 9,463 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.7% | 9,414 | $1.0M |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -6.7% | 9,391 | $1.0M |
| Collective Family Office LLC | 0.21% | Reduce -4.2% | 9,193 | $1.0M |
| Wall Capital Group, Inc. | 0.83% | New | 9,161 | $1.0M |
| World Investment Advisors | 0.02% | Reduce -0.8% | 9,856 | $1.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.10% | No change | 9,147 | $1.0M |
| Independent Financial Group, LLC | 0.02% | Add +7.5% | 9,022 | $994K |
| ERn Financial, LLC | 0.16% | Add +1.1% | 8,851 | $975K |
| USAdvisors Wealth Management, LLC | 0.28% | Reduce -3.1% | 8,780 | $967K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -83.5% | 8,734 | $962K |
| Evermay Wealth Management LLC | 0.10% | Reduce -0.2% | 8,720 | $961K |
| Nwam LLC | 0.05% | Reduce -19.8% | 8,689 | $957K |
| Commerce Bank | 0.00% | Reduce -8.0% | 8,613 | $949K |
| Grey Fox Wealth Advisors, LLC | 0.15% | Reduce -3.0% | 8,605 | $948K |
| Moneco Advisors, LLC | 0.06% | Add +2.6% | 8,544 | $941K |
| Patten Group, Inc. | 0.15% | Reduce -2.7% | 8,537 | $940K |
| Fiduciary Advisors, Inc. | 0.62% | Reduce -10.8% | 8,316 | $916K |
| Empirical Asset Management, LLC | 0.21% | Reduce -0.3% | 8,283 | $912K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +0.1% | 8,108 | $893K |
| William Howard & Co Financial Advisors Inc | 0.69% | No change | 8,056 | $887K |
| Summitpoint Capital Management | 0.95% | Reduce -8.3% | 8,030 | $884K |
| Ieq Capital, LLC | 0.00% | Add +0.1% | 7,963 | $877K |
| Pathstone Holdings, LLC | 0.00% | Add +39.5% | 7,866 | $866K |
| Synergy Investment Management, LLC | 0.21% | Reduce -10.2% | 7,836 | $863K |
| Northwest Wealth Management, LLC | 0.11% | Reduce -3.4% | 7,833 | $863K |
| Beirne Wealth Consulting Services, LLC | 0.17% | Reduce -5.4% | 7,807 | $860K |
| Diversified Enterprises, LLC | 0.04% | Add +106.8% | 7,753 | $854K |
| D.A. Davidson & Co. | 0.00% | Add +6.3% | 7,724 | $851K |
| Savvy Advisors, Inc. | 0.02% | Add +103.2% | 7,722 | $851K |
| Innovative Wealth Building LLC | 0.49% | Add +2.1% | 7,696 | $848K |
| Hoxton Planning & Management, LLC | 0.22% | Add +3.8% | 7,626 | $840K |
| Interchange Capital Partners, LLC | 0.16% | Reduce -9.8% | 7,622 | $840K |
| Whittier Trust Co. | 0.01% | No change | 7,498 | $839K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.3% | 7,504 | $827K |
| Calton & Associates, Inc. | 0.12% | New | 7,486 | $825K |
| Phillips Financial Management, LLC | 0.06% | Reduce -25.2% | 7,415 | $817K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -22.5% | 7,346 | $809K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 7,332 | $808K |
| Berman McAleer LLC | 0.09% | Reduce -1.1% | 7,308 | $805K |
| Essex Bank | 0.17% | No change | 7,289 | $803K |
| Axxcess Wealth Management, LLC | 0.01% | New | 7,134 | $786K |
| Choreo, LLC | 0.01% | Reduce -0.6% | 7,131 | $785K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | New | 7,036 | $775K |
| One Charles Private Wealth Services, LLC | 0.18% | Reduce -7.1% | 6,995 | $770K |
| Trust Point Inc. | 0.07% | Add +5.4% | 6,958 | $766K |
| Firestone Capital Management | 0.14% | No change | 6,942 | $765K |
| Sachetta, LLC | 0.37% | Reduce -3.9% | 6,880 | $758K |
| Pinnacle Financial Partners, Inc. | 0.01% | New | 6,857 | $755K |
| St Germain D J Co. Inc. | 0.03% | No change | 6,804 | $749K |
| Barnes Wealth Management Group, Inc | 0.35% | Reduce -2.0% | 6,800 | $749K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -1.1% | 6,795 | $748K |
| Qube Research & Technologies Ltd | 0.00% | Add +270.4% | 6,694 | $737K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -2.6% | 6,660 | $734K |
| COFG Advisors, LLC | 0.13% | Add +3.5% | 6,650 | $733K |
| TRUE Private Wealth Advisors | 0.06% | Add +51.8% | 6,650 | $733K |
| XML Financial, LLC | 0.05% | Add +0.5% | 6,624 | $730K |
| IMA Advisory Services, Inc. | 0.04% | New | 6,525 | $719K |
| Essex Financial Services, Inc. | 0.04% | Add +0.1% | 6,507 | $717K |
| Sterling Capital Management LLC | 0.01% | Add +1.8% | 6,506 | $717K |
| Mission Wealth Management, LP | 0.01% | Add +13.0% | 6,449 | $710K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +6.8% | 6,343 | $699K |
| Dynamic Financial Group | 0.52% | Add +11.2% | 6,310 | $695K |
| Brighton Jones LLC | 0.01% | Add +73.0% | 6,289 | $693K |
| Cascade Financial Partners, LLC | 0.06% | No change | 6,233 | $687K |
| Prospect Financial Services LLC | 0.34% | Add +15.0% | 6,184 | $681K |
| Regimen Wealth, LLC | 0.18% | Add +0.4% | 6,154 | $678K |
| Bank of New York Mellon Corp | 0.00% | Add +9.7% | 6,106 | $673K |
| QRG Capital Management, Inc. | 0.01% | Add +178.8% | 5,989 | $660K |
| Jamison Private Wealth Management, Inc. | 0.07% | No change | 5,971 | $658K |
| Roble, Belko & Company, Inc | 0.07% | No change | 5,864 | $646K |
| BIP Wealth, LLC | 0.02% | Add +23.2% | 5,829 | $642K |
| Simplicity Wealth,LLC | 0.02% | Add +1.4% | 5,805 | $639K |
| German American Bancorp, Inc. | 0.05% | No change | 5,792 | $638K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 5,767 | $635K |
| Brown Advisory Inc. | 0.00% | Add +13.5% | 5,719 | $630K |
| Lido Advisors, LLC | 0.00% | Add +6.8% | 5,713 | $629K |
| Facet Wealth, Inc. | 0.01% | New | 5,596 | $616K |
| Annex Advisory Services, LLC | 0.01% | No change | 5,583 | $615K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -2.1% | 5,579 | $615K |
| Prudent Investors Network, Inc. | 0.12% | No change | 5,577 | $614K |
| Hobbs Group Advisors, LLC | 0.16% | Add +0.0% | 5,483 | $604K |
| Cambridge Financial Group, LLC | 0.19% | Reduce -16.9% | 5,476 | $603K |
| Presilium Private Wealth, LLC | 0.09% | Add +2.5% | 5,453 | $601K |
| Vanguard Advisers Inc. | 0.00% | Add +14.1% | 5,434 | $599K |
| Waterloo Capital, L.P. | 0.03% | Reduce -27.6% | 5,424 | $597K |
| MAI Capital Management | 0.00% | Reduce -6.8% | 5,401 | $595K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 5,385 | $593K |
| Ketron Financial | 0.18% | Reduce -6.3% | 5,368 | $591K |
| Awm Capital, LLC | 0.05% | Add +5.0% | 5,354 | $590K |
| Zenith Solutions, Inc. | 0.53% | — | 5,330 | $587K |
| AE Wealth Management LLC | 0.00% | Add +23.0% | 5,302 | $584K |
| Forte Asset Management LLC | 0.24% | No change | 5,288 | $582K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.1% | 5,234 | $576K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +0.2% | 5,233 | $576K |
| GWN Securities Inc. | 0.10% | Add +1.2% | 5,198 | $573K |
| Premier Path Wealth Partners, LLC | 0.07% | No change | 5,191 | $572K |
| Indivisible Partners | 0.03% | Add +22.1% | 5,179 | $570K |
| Sweeney & Michel, LLC | 0.15% | Add +0.2% | 4,970 | $568K |
| PGIM Custom Harvest LLC | 0.01% | Add +39.9% | 5,153 | $568K |
| Retirement Management Systems Inc. | 0.12% | Reduce -10.2% | 5,144 | $567K |
| BTC Capital Management, Inc. | 0.03% | No change | 5,140 | $566K |
| Invariant Investment Management | 0.33% | Add +16.7% | 5,032 | $563K |
| United Advisor Group, LLC | 0.06% | Add +30.2% | 5,109 | $563K |
| Unique Wealth Strategies, LLC | 0.20% | Reduce -1.1% | 5,052 | $556K |
| Monument Capital Management | 0.11% | New | 5,036 | $555K |
| Assetmark, Inc. | 0.00% | Add +74.4% | 4,959 | $546K |
| Becker Capital Management Inc. | 0.01% | Reduce -1.3% | 4,948 | $545K |
| SYM FINANCIAL Corp | 0.04% | No change | 4,862 | $536K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,761 | $532K |
| Mascoma Wealth Management LLC | 0.10% | Add +3.6% | 4,811 | $530K |
| Compass Financial Management LLC | 0.06% | — | 4,615 | $525K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,728 | $521K |
| Central Valley Advisors, LLC | 0.13% | Add +0.1% | 4,698 | $517K |
| Burk Holdings LLC | 0.19% | Reduce -0.3% | 4,621 | $509K |
| Cim, LLC | 0.07% | Add +0.3% | 4,603 | $507K |
| Parallel Advisors, LLC | 0.01% | No change | 4,602 | $507K |
| Cutler Capital Management, LLC | 0.16% | No change | 4,550 | $501K |
| Investment Advisory Group, LLC | 0.11% | Add +3.6% | 4,547 | $501K |
| Redwood Financial Network Corp | 0.28% | Add +21.7% | 4,542 | $500K |
| Choate Investment Advisors | 0.01% | No change | 4,500 | $496K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -1.2% | 4,484 | $494K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,456 | $491K |
| Bright Futures Wealth Management, LLC. | 0.32% | Reduce -20.0% | 4,452 | $490K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -42.6% | 4,431 | $488K |
| Norden Group LLC | 0.04% | No change | 4,422 | $487K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +1.7% | 4,389 | $483K |
| Sovran Advisors, LLC | 0.04% | Add +24.7% | 4,256 | $483K |
| Bank of Montreal | 0.00% | Reduce -0.4% | 4,382 | $483K |
| Asset Dedication, LLC | 0.03% | Add +21.6% | 4,353 | $480K |
| Vigil Wealth Management, LLC | 0.34% | Reduce -1.5% | 4,298 | $473K |
| Koesten, Hirschmann & Crabtree, INC. | 0.20% | No change | 4,294 | $473K |
| Bellecapital International Ltd. | 0.08% | No change | 4,291 | $473K |
| Csenge Advisory Group | 0.02% | Add +5.4% | 4,282 | $472K |
| Global Assets Advisory, LLC | 0.10% | Reduce -83.3% | 4,244 | $470K |
| Good Harbor Advisors, Inc. | 0.46% | No change | 4,241 | $467K |
| Ellis Investment Partners, LLC | 0.07% | Add +0.3% | 4,230 | $466K |
| Claro Advisors Inc. | 0.05% | Reduce -2.9% | 4,219 | $465K |
| TFR Capital, LLC. | 0.13% | No change | 4,217 | $465K |
| Collier Financial | 0.32% | Reduce -0.3% | 4,202 | $463K |
| Tidal Investments LLC | 0.00% | Add +7.5% | 4,188 | $461K |
| Vise Technologies, Inc. | 0.01% | Reduce -4.9% | 4,187 | $461K |
| Kovack Advisors, Inc. | 0.02% | Add +110.4% | 4,122 | $455K |
| Zhang Financial LLC | 0.01% | No change | 4,121 | $454K |
| Wesbanco Bank Inc. | 0.01% | No change | 4,112 | $453K |
| Koshinski Asset Management, Inc. | 0.02% | Add +27.6% | 4,095 | $451K |
| Victory Financial Group, LLC | 0.05% | Reduce -12.2% | 4,094 | $451K |
| Stephens Inc. | 0.01% | Add +4.3% | 4,086 | $450K |
| National Bank of Canada | 0.00% | Add +4.2% | 4,072 | $448K |
| MCF Advisors LLC | 0.02% | Add +101.3% | 4,041 | $445K |
| Baker Tilly Wealth Management, LLC | 0.09% | No change | 4,004 | $441K |
| JMG Financial Group, Ltd. | 0.01% | New | 4,001 | $441K |
| Intrua Financial, LLC | 0.04% | Add +8.6% | 3,998 | $440K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 3,976 | $438K |
| Financial Planning Hawaii, Inc. | 0.23% | No change | 3,966 | $437K |
| SeaCrest Wealth Management, LLC | 0.05% | No change | 3,937 | $434K |
| McGowan Group Asset Management, Inc. | 0.05% | Add +0.4% | 3,923 | $432K |
| Bank of Marin | 0.30% | No change | 3,922 | $432K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,919 | $432K |
| Patten & Patten Inc. | 0.02% | Reduce -4.0% | 3,905 | $430K |
| American Trust | 0.03% | Add +13.2% | 3,894 | $429K |
| Beck Bode, LLC | 0.06% | Reduce -3.4% | 3,887 | $428K |
| TritonPoint Partners, LLC | 0.04% | Add +20.3% | 3,879 | $427K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -0.9% | 3,847 | $424K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -19.2% | 3,833 | $422K |
| RDA Financial Network | 0.09% | Reduce -27.7% | 3,830 | $422K |
| Avestar Capital, LLC | 0.02% | New | 3,818 | $421K |
| Melone Private Wealth, LLC | 0.16% | Add +0.2% | 3,808 | $419K |
| FF Advisors,LLC | 0.16% | No change | 3,772 | $415K |
| Palogic Value Management, L.P. | 0.15% | New | 3,739 | $412K |
| Peak Retirement Planning, Inc. | 0.07% | Reduce -2.5% | 3,730 | $411K |
| Cozad Asset Management Inc. | 0.03% | Add +4.4% | 3,711 | $409K |
| LRI Investments, LLC | 0.03% | No change | 3,703 | $408K |
| Front Row Advisors LLC | 0.12% | No change | 3,560 | $408K |
| Colonial Trust Co / SC | 0.05% | No change | 3,689 | $406K |
| Braeburn Wealth Management LLC | 0.17% | Reduce -20.3% | 3,659 | $403K |
| CreativeOne Wealth, LLC | 0.01% | Add +22.4% | 3,630 | $400K |
| Lauterbach Financial Advisors, LLC | 0.17% | Reduce -1.6% | 3,623 | $399K |
| Greenspring Advisors, LLC | 0.02% | Add +12.6% | 3,573 | $394K |
| Wealth Alliance, LLC | 0.03% | Reduce -2.5% | 3,571 | $393K |
| Flagstar Securities, Inc. | 0.12% | Reduce -40.5% | 3,512 | $387K |
| Compass Ion Advisors, LLC | 0.03% | No change | 3,513 | $387K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +0.1% | 3,473 | $383K |
| SFG Wealth Management, LLC. | 0.14% | Add +6.0% | 3,471 | $382K |
| Scotia Capital Inc. | 0.00% | No change | 3,434 | $378K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | No change | 3,383 | $373K |
| Northbridge Financial Group, LLC | 0.14% | Reduce -18.0% | 3,376 | $372K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -5.3% | 3,338 | $368K |
| Trust Co. of Vermont | 0.01% | — | 3,334 | $367K |
| Aerodigm Wealth, LLC | 0.12% | No change | 3,320 | $366K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +7.0% | 3,303 | $364K |
| Sheets Smith Wealth Management | 0.04% | Reduce -5.6% | 3,297 | $363K |
| Fiduciary Alliance LLC | 0.02% | Add +0.0% | 3,284 | $362K |
| Naples Global Advisors, LLC | 0.02% | Add +3.2% | 3,254 | $358K |
| BankPlus Trust Department | 0.08% | New | 3,236 | $356K |
| Kroeger Financial Partners | 0.34% | — | 3,222 | $355K |
| Parsons Capital Management Inc. | 0.02% | Add +10.3% | 3,209 | $353K |
| Mitchell Capital Management Co. | 0.05% | Reduce -31.0% | 3,193 | $352K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -4.5% | 3,165 | $349K |
| Ridgecrest Wealth Partners, LLC | 0.17% | No change | 3,150 | $347K |
| Garrett Wealth Advisory Group, LLC | 0.05% | Reduce -2.9% | 3,133 | $345K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,124 | $344K |
| CX Institutional | 0.01% | Add +0.4% | 3,108 | $342K |
| Carnegie Investment Counsel | 0.01% | Reduce -8.2% | 3,092 | $341K |
| Founders Financial Alliance, LLC | 0.05% | Add +1.0% | 3,090 | $340K |
| Summit Investment Advisory Services, LLC | 0.09% | Add +0.3% | 3,083 | $340K |
| SC&H Financial Advisors, Inc. | 0.04% | Add +0.1% | 3,083 | $340K |
| Valued Wealth Advisors LLC | 0.12% | Reduce -4.5% | 3,066 | $338K |
| Tower Bridge Advisors | 0.03% | No change | 3,000 | $330K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +12.0% | 3,000 | $330K |
| Clifford Group, LLC | 0.23% | Reduce -2.7% | 2,997 | $330K |
| Wealthspan Partners, LLC | 0.10% | Reduce -2.5% | 2,981 | $328K |
| Tred Avon Family Wealth, LLC | 0.10% | Add +8.7% | 2,973 | $327K |
| Mullaney, Keating & Wright, Inc. | 0.16% | Add +0.3% | 2,942 | $324K |
| Collaborative Wealth Managment Inc. | 0.14% | Add +47.4% | 2,938 | $324K |
| KWB Wealth | 0.03% | Add +4.1% | 2,933 | $323K |
| Brookstone Capital Management | 0.00% | New | 2,924 | $322K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -10.3% | 2,905 | $320K |
| Atala Financial Inc | 0.19% | No change | 2,894 | $319K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 2,886 | $318K |
| Heritage Wealth Management, Inc./Texas | 0.12% | Reduce -10.2% | 2,885 | $318K |
| Fingerlakes Wealth Management, Inc. | 0.17% | Add +14.2% | 2,840 | $313K |
| Pacific Excel Wealth Advisors, Inc. | 0.12% | New | 2,832 | $312K |
| Heritage Family Offices, LLP | 0.12% | No change | 2,832 | $312K |
| Elevatus Welath Management | 0.08% | Add +0.4% | 2,818 | $310K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | No change | 2,800 | $308K |
| Roxbury Financial LLC | 0.24% | Add +0.1% | 2,784 | $307K |
| Wedbush Securities Inc. | 0.01% | Reduce -12.3% | 2,741 | $302K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -3.7% | 2,740 | $302K |
| Storgate, LLC | 0.06% | New | 2,733 | $301K |
| Pinnacle Associates Ltd. | 0.00% | Add +4.1% | 2,728 | $301K |
| Weaver Consulting Group | 0.06% | No change | 2,720 | $300K |
| Apella Capital, LLC | 0.00% | Add +2.3% | 2,648 | $296K |
| Bank Ozk | 0.09% | Reduce -3.9% | 2,687 | $296K |
| Headinvest, LLC | 0.05% | No change | 2,673 | $294K |
| Greenhouse Wealth Management, LLC | 0.21% | No change | 2,661 | $293K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.8% | 2,557 | $292K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -2.1% | 2,639 | $291K |
| Aspen Wealth Management LLC | 0.05% | Add +0.4% | 2,625 | $289K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 2,620 | $289K |
| Two Sigma Securities, LLC | 0.02% | Reduce -63.9% | 2,617 | $288K |
| Oak Asset Management, LLC | 0.09% | Add +0.4% | 2,611 | $288K |
| Klingman & Associates, LLC | 0.01% | No change | 2,607 | $287K |
| Octavia Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 2,598 | $286K |
| IFP Advisors, Inc | 0.01% | Add +16.7% | 2,576 | $284K |
| Elevation Wealth Management LLC | 0.21% | No change | 2,551 | $281K |
| Godfrey Financial Associates, Inc. | 0.21% | Add +1.1% | 2,522 | $278K |
| Francis Financial, Inc. | 0.05% | No change | 2,519 | $277K |
| Legacy Advisors, LLC | 0.03% | New | 2,517 | $277K |
| Summit Wealth Group LLC / Co. | 0.02% | No change | 2,493 | $275K |
| Zacks Investment Management | 0.00% | New | 2,483 | $274K |
| Wealthspire Retirement, LLC | 0.01% | Reduce -20.2% | 2,483 | $273K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | No change | 2,455 | $270K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.2% | 2,445 | $269K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Reduce -3.2% | 2,444 | $269K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -14.4% | 2,432 | $268K |
| Continuum Advisory, LLC | 0.02% | Add +5.2% | 2,418 | $266K |
| Keystone Financial Group | 0.02% | Add +21.6% | 2,413 | $266K |
| Hopwood Financial Services, Inc. | 0.15% | No change | 2,410 | $265K |
| Greenleaf Trust | 0.00% | New | 2,396 | $264K |
| HUB Investment Partners, LLC | 0.00% | No change | 2,384 | $263K |
| Manhattan West Asset Management, LLC | 0.04% | No change | 2,376 | $262K |
| Main Street Research LLC | 0.01% | New | 2,371 | $261K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | No change | 2,345 | $258K |
| Keybank National Association | 0.00% | New | 2,341 | $258K |
| CoreCap Advisors, LLC | 0.01% | Add +69.0% | 2,324 | $256K |
| Operose Advisors LLC | 0.05% | No change | 2,322 | $256K |
| Insigneo Advisory Services, LLC | 0.01% | Add +3.8% | 2,315 | $255K |
| Legacy Financial Group LLC | 0.03% | Reduce -0.5% | 2,313 | $255K |
| Falcon Wealth Planning | 0.02% | No change | 2,305 | $254K |
| Alpine Global Management, LLC | 0.04% | New | 2,302 | $254K |
| Maridea Wealth Management LLC | 0.03% | New | 2,301 | $253K |
| Invst, LLC | 0.02% | No change | 2,295 | $253K |
| Trilogy Capital Inc. | 0.01% | Reduce -11.5% | 2,294 | $253K |
| StoneX Group Inc. | 0.01% | Reduce -38.6% | 2,281 | $251K |
| North Star Investment Management Corp. | 0.01% | Reduce -8.7% | 2,272 | $250K |
| Pallas Capital Advisors LLC | 0.01% | No change | 2,265 | $249K |
| Advisors Capital Management, LLC | 0.00% | New | 2,259 | $249K |
| Accel Wealth Management | 0.06% | No change | 2,253 | $248K |
| Key Financial Inc | 0.04% | No change | 2,244 | $247K |
| New England Private Wealth Advisors LLC | 0.02% | Add +0.4% | 2,204 | $247K |
| Ullmann Wealth Partners Group, LLC | 0.02% | Add +0.2% | 2,236 | $246K |
| Visionary Wealth Advisors | 0.01% | No change | 2,222 | $245K |
| Plum Street Advisors, LLC | 0.08% | Reduce -0.9% | 2,222 | $245K |
| Summit Trail Advisors, LLC | 0.00% | No change | 2,207 | $243K |
| Tidemark, LLC | 0.05% | Reduce -4.0% | 2,202 | $243K |
| Larson Financial Group LLC | 0.01% | Add +0.4% | 2,195 | $242K |
| Hilltop Holdings Inc. | 0.02% | Reduce -31.6% | 2,164 | $238K |
| First Trust Advisors LP | 0.00% | Reduce -11.2% | 2,147 | $237K |
| Total Investment Management Inc. | 0.02% | No change | 2,105 | $236K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,143 | $236K |
| Watchman Group, Inc. | 0.05% | No change | 2,138 | $236K |
| Pinnacle Family Advisors, LLC | 0.10% | Add +0.1% | 2,124 | $234K |
| Signature Resources Capital Management, LLC | 0.09% | Reduce -5.4% | 2,119 | $233K |
| Gibson Capital, LLC | 0.04% | No change | 2,106 | $232K |
| Fiduciary Group, LLC | 0.02% | No change | 2,100 | $231K |
| Capital Analysts, LLC | 0.01% | Reduce -2.1% | 2,099 | $231K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 2,061 | $227K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +13.9% | 2,059 | $227K |
| NorthRock Partners, LLC | 0.00% | Reduce -2.6% | 2,058 | $227K |
| Financial Solutions Advisory Group, Inc. | 0.03% | No change | 2,025 | $226K |
| Values Added Financial LLC | 0.08% | Reduce -0.3% | 2,024 | $223K |
| Proficio Capital Partners LLC | 0.01% | No change | 2,022 | $223K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,013 | $222K |
| Simon Quick Advisors, LLC | 0.01% | Add +0.4% | 2,009 | $221K |
| Scarborough Advisors, LLC | 0.03% | No change | 1,995 | $221K |
| Marble Harbor Investment Counsel, LLC | 0.02% | No change | 2,000 | $220K |
| Discipline Wealth Solutions, LLC | 0.02% | No change | 2,000 | $220K |
| JMN Financial LLC | 0.17% | Reduce -2.4% | 1,994 | $220K |
| Riverstone Advisors, LLC | 0.09% | No change | 1,993 | $220K |
| Macroview Investment Management LLC | 0.14% | Add +0.3% | 1,985 | $219K |
| Element Pointe Advisors, LLC | 0.04% | No change | 1,983 | $218K |
| International Assets Investment Management, LLC | 0.01% | Add +5.7% | 1,963 | $217K |
| Prasad Wealth Partners, LLC | 0.05% | Reduce -15.8% | 1,935 | $213K |
| Linscomb Wealth, Inc. | 0.01% | New | 1,935 | $213K |
| CPC Advisors, LLC | 0.03% | New | 1,931 | $213K |
| WESPAC Advisors SoCal, LLC | 0.04% | New | 1,925 | $212K |
| Geometric Wealth Advisors | 0.02% | New | 1,916 | $211K |
| Teamwork Financial Advisors, LLC | 0.02% | New | 1,913 | $211K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 1,904 | $210K |
| Warner Financial, Inc. | 0.06% | New | 1,890 | $208K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -59.3% | 1,886 | $208K |
| Alpha Omega Wealth Management LLC | 0.03% | New | 1,860 | $205K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.5% | 1,860 | $205K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 1,832 | $202K |
| Aptus Capital Advisors, LLC | 0.00% | Add +20.6% | 1,830 | $202K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,829 | $201K |
| First Financial Corp. | 0.07% | No change | 1,759 | $194K |
| Keystone Financial Group, Inc. | 0.10% | Add +0.4% | 1,758 | $194K |
| Fourth Dimension Wealth, LLC | 0.06% | No change | 1,740 | $192K |
| Teachers Insurance & Annuity Association of America | 0.21% | No change | 1,705 | $188K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,672 | $184K |
| Clearstead Advisors, LLC | 0.00% | Add +7.7% | 1,605 | $177K |
| Vima LLC | 0.17% | — | 1,580 | $174K |
| Birchwood Financial Partners, Inc. | 0.14% | No change | 1,560 | $172K |
| Hoese & Co LLP | 0.11% | No change | 1,500 | $165K |
| Archer Investment Corp | 0.03% | No change | 1,463 | $161K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -20.2% | 1,444 | $159K |
| Zions Bancorporation, National Association | 0.01% | Add +55.9% | 1,383 | $152K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,362 | $150K |
| Bellevue Asset Management, LLC | 0.07% | New | 1,336 | $147K |
| Stone House Investment Management, LLC | 0.02% | Reduce -72.6% | 1,325 | $146K |
| Avion Wealth | 0.03% | Reduce -7.6% | 1,331 | $146K |
| TD Capital Management LLC | 0.01% | No change | 1,325 | $146K |
| Vermillion Wealth Management, Inc. | 0.03% | No change | 1,295 | $143K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +0.2% | 1,241 | $137K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -7.0% | 1,234 | $136K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 1,329 | $136K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,228 | $135K |
| IMG Wealth Management, Inc. | 0.07% | Add +4.2% | 1,186 | $131K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,119 | $123K |
| Manchester Capital Management LLC | 0.02% | New | 1,089 | $120K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,084 | $119K |
| Buck Wealth Strategies, LLC | 0.01% | New | 1,052 | $116K |
| Park Place Capital Corp | 0.02% | Add +0.4% | 972 | $107K |
| Smartleaf Asset Management LLC | 0.00% | No change | 935 | $103K |
| Regatta Research & Money Management | 0.10% | — | 915 | $101K |
| AlphaCore Capital LLC | 0.00% | Add +0.1% | 901 | $99K |
| Anchor Investment Management, LLC | 0.01% | Reduce -4.6% | 895 | $99K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -12.3% | 894 | $98K |
| Rossmore Private Capital | 0.01% | No change | 880 | $97K |
| First United Bank & Trust | 0.03% | New | 871 | $96K |
| Sage Mountain Advisors LLC | 0.01% | Add +49.1% | 835 | $92K |
| Financial Consulate, Inc. | 0.01% | No change | 818 | $90K |
| Ankerstar Wealth, LLC | 0.07% | No change | 781 | $86K |
| Ancora Advisors LLC | 0.00% | Add +12.8% | 777 | $86K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 773 | $85K |
| Vaquero Private Wealth, Ltd. | 0.02% | — | 763 | $84K |
| First Horizon Corp. | 0.00% | No change | 754 | $83K |
| Golden State Wealth Management, LLC | 0.01% | Add +2.2% | 740 | $82K |
| Pacific Center for Financial Services | 0.02% | No change | 709 | $78K |
| Mather Group, Llc. | 0.00% | Add +49.8% | 665 | $73K |
| Abound Wealth Management | 0.01% | Add +0.1% | 658 | $73K |
| Abound Financial, LLC | 0.03% | No change | 650 | $72K |
| Truvestments Capital LLC | 0.01% | No change | 650 | $72K |
| Finley Financial, LLC | 0.03% | No change | 640 | $70K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 611 | $67K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 578 | $64K |
| Fiduciary Financial Advisors | 0.01% | New | 540 | $59K |
| Security National Bank of Sioux City Iowa | 0.02% | New | 538 | $59K |
| GAMMA Investing LLC | 0.00% | Add +8.7% | 538 | $59K |
| Franklin Resources Inc. | 0.00% | No change | 523 | $58K |
| Bogart Wealth, LLC | 0.00% | No change | 519 | $57K |
| Perkins Coie Trust Co | 0.01% | No change | 512 | $56K |
| Concord Wealth Partners | 0.01% | New | 508 | $56K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 505 | $56K |
| Winthrop Capital Management, LLC | 0.01% | No change | 488 | $54K |
| Tsfg, LLC | 0.01% | No change | 487 | $54K |
| Arlington Trust Co LLC | 0.00% | Reduce -4.0% | 480 | $53K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 476 | $52K |
| SHP Wealth Management | 0.00% | Add +37.7% | 460 | $51K |
| 1 North Wealth Services LLC | 0.02% | No change | 450 | $50K |
| Markowski Investments | 0.01% | — | 448 | $49K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 444 | $49K |
| Hilton Head Capital Partners, LLC | 0.02% | No change | 442 | $49K |
| MidFirst Bank | 0.00% | Reduce -1.4% | 428 | $47K |
| Register Financial Advisors LLC | 0.01% | Add +5671.4% | 404 | $45K |
| Hickory Point Bank & Trust | 0.03% | No change | 400 | $44K |
| Lanark Financial, Inc. | 0.00% | No change | 400 | $44K |
| Vision Retirement, LLC | 0.01% | Add +0.3% | 397 | $44K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 384 | $42K |
| Institute for Wealth Management, LLC. | 0.00% | New | 375 | $41K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 375 | $41K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 356 | $39K |
| Johnson Financial Group, Inc. | 0.00% | Add +350.0% | 351 | $39K |
| Anchor Bay Capital, Inc. | 0.02% | — | 334 | $38K |
| Hager Investment Management Services, LLC | 0.02% | No change | 322 | $35K |
| Mechanics Financial Corp | 0.01% | No change | 317 | $35K |
| Kings Path Partners LLC | 0.01% | Reduce -10.3% | 315 | $35K |
| Evolution Wealth Management Inc. | 0.02% | Add +11.0% | 312 | $34K |
| Meramec Financial Planners, LLC | 0.01% | New | 292 | $33K |
| DT Investment Partners, LLC | 0.00% | No change | 283 | $31K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.4% | 282 | $31K |
| Smithfield Trust Co | 0.00% | No change | 282 | $31K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -45.5% | 273 | $30K |
| Bell Investment Advisors, Inc | 0.00% | No change | 258 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -1.9% | 254 | $28K |
| CNB Bank | 0.01% | No change | 250 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 250 | $28K |
| IAG Wealth Partners, LLC | 0.00% | No change | 236 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 214 | $24K |
| Nemes Rush Group LLC | 0.00% | No change | 195 | $21K |
| Silver Grove Financial Group, Inc. | 0.01% | Add +4.3% | 193 | $21K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 185 | $20K |
| Legacies Wealth LLC | 0.01% | Reduce -21.7% | 180 | $20K |
| Crews Bank & Trust | 0.00% | No change | 180 | $20K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -84.6% | 179 | $20K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 174 | $19K |
| Tucker Asset Management LLC | 0.00% | No change | 172 | $19K |
| NFSG Corp | 0.00% | Add +0.6% | 165 | $18K |
| Motco | 0.00% | No change | 159 | $18K |
| Sittner & Nelson, LLC | 0.01% | No change | 158 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 153 | $17K |
| Rothschild Investment LLC | 0.00% | No change | 150 | $17K |
| JPL Wealth Management, LLC | 0.00% | No change | 148 | $16K |
| Topsail Wealth Management, LLC | 0.00% | No change | 134 | $15K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 132 | $15K |
| Signature Equity Partners, LLC | 0.01% | No change | 130 | $14K |
| Chapman Financial Group, LLC | 0.01% | No change | 130 | $14K |
| Barrett & Company, Inc. | 0.00% | No change | 123 | $14K |
| City Holding Co. | 0.00% | No change | 118 | $13K |
| Providence Capital Advisors, LLC | 0.00% | No change | 117 | $13K |
| Sherman Asset Management, Inc. | 0.01% | Reduce -52.5% | 114 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 108 | $12K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $11K |
| Bullock Wealth Management Group | 0.00% | Reduce -43.9% | 96 | $11K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.1% | 93 | $10K |
| Harbor Asset Planning, Inc. | 0.01% | No change | 90 | $10K |
| Gleason Group, Inc. | 0.00% | New | 89 | $10K |
| Wilkerson Advisory Group LLC | 0.00% | Add +26.1% | 87 | $10K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 86 | $9K |
| Owl Creek Wealth Partners LLC | 0.00% | New | 82 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 82 | $9K |
| Sunrise Financial Services, LLC | 0.01% | New | 78 | $9K |
| SouthState Bank Corp | 0.00% | No change | 77 | $8K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 75 | $8K |
| CENTRAL TRUST Co | 0.00% | Reduce -27.4% | 74 | $8K |
| Olistico Wealth, LLC | 0.00% | No change | 72 | $8K |
| Caldwell Trust Co | 0.00% | Reduce -66.7% | 67 | $7K |
| HM Payson & Co. | 0.00% | Add +113.8% | 62 | $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 | $6K |
| City State Bank | 0.00% | No change | 48 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 48 | $5K |
| Financial Life Planners | 0.00% | Add +2.2% | 46 | $5K |
| Delos Wealth Advisors, LLC | 0.00% | New | 44 | $5K |
| YANKCOM Partnership | 0.00% | New | 41 | $5K |
| MTM Investment Management, LLC | 0.00% | No change | 40 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 40 | $4K |
| Arvest Investments, Inc. | 0.00% | New | 40 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 37 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 37 | $4K |
| Realta Investment Advisors | 0.00% | No change | 34 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 31 | $3K |
| Reicon Wealth Advisors, LLC | 0.00% | New | 30 | $3K |
| Kingdom Financial Group LLC. | 0.00% | New | 29 | $3K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 31 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 28 | $3K |
| Monetary Solutions, Ltd | 0.00% | No change | 23 | $3K |
| Bernard Wealth Management Corp. | 0.00% | No change | 21 | $2K |
| Fairscale Capital, LLC | 0.00% | No change | 21 | $2K |
| Strive Financial Group ,LLC | 0.00% | New | 21 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 16 | $2K |
| Logan Capital Management Inc. | 0.00% | — | 13 | $1K |
| Dunhill Financial, LLC | 0.00% | New | 10 | $1K |
| Copia Wealth Management | 0.00% | No change | 7 | $771 |
| Matrix Private Capital Group LLC | 0.00% | No change | 7 | $771 |
| Delta Asset Management LLC | 0.00% | No change | 3 | $357 |
| Kilter Group LLC | 0.00% | No change | 2 | $247 |
| Financial Perspectives, Inc | 0.00% | Add +0.4% | 1,775 | $8 |
"% 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.