iShares S&P 500 Value ETFIVEETF

13F holders, Q1 2024 (March 31)

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

1,355holders

5famous investors

$187.67avg. 13F price*

At the end of Q1 2024, 1,355 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($3.3B), Morgan Stanley ($2.3B) and Envestnet Asset Management Inc. ($2.2B). 5 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company: iShares S&P 500 Value ETF
CUSIP: 464287408
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

	Institutions	Total Value
New Positions	169	$553.0M
Exits	68	$153.5M

Ownership 1,355 holders


JPMorgan Chase & Co.	0.30%	Add +5.1%	17,776,089	$3.3B
Morgan Stanley	0.18%	Add +7.3%	12,211,975	$2.3B
Envestnet Asset Management Inc.	0.83%	Add +177.2%	11,960,390	$2.2B
Bank of America Corp.	0.14%	Add +10.1%	7,808,737	$1.5B
Wells Fargo & Company	0.37%	Reduce -0.7%	7,511,971	$1.4B
Goldman Sachs Group Inc.	0.18%	Reduce -0.7%	4,653,725	$869.4M
LPL Financial LLC	0.41%	Add +104.0%	4,058,190	$758.1M
UBS Group AG	0.22%	Reduce -1.4%	3,508,103	$655.3M
Ameriprise Financial Inc.	0.13%	Add +19.6%	2,465,715	$463.9M
Stifel Financial Corp.	0.52%	Add +10.4%	2,424,527	$452.9M
PNC Financial Services Group, Inc.	0.23%	Add +9.1%	1,732,390	$323.6M
US Bancorp \de	0.40%	Add +9.9%	1,539,081	$287.5M
Cwm, LLC	1.36%	Add +228.4%	1,496,348	$279.5M
Cetera Investment Advisers	0.62%	Add +905.6%	1,410,516	$263.5M
Envestnet Portfolio Solutions, Inc.	0.97%	Add +503.8%	1,377,642	$257.4M
Royal Bank of Canada	0.06%	Add +3.2%	1,270,909	$237.4M
BlackRock Inc.	0.01%	Add +20018.7%	1,259,026	$235.2M
Mariner, LLC	0.44%	Add +2.8%	1,127,185	$210.6M
Commonwealth Equity Services, LLC	0.34%	Add +15.7%	1,080,157	$201.8M
M&T Bank Corp	0.70%	Reduce -0.4%	1,075,369	$200.9M
Park Avenue Securities LLC	2.18%	Add +1337.4%	902,534	$168.6M
Raymond James Financial Services Advisors, Inc.	0.24%	Add +17.1%	856,580	$160.0M
FMR LLC	0.01%	Reduce -2.4%	848,973	$158.6M
Spire Wealth Management	2.89%	Add +8.9%	157,704	$157.3M
Raymond James & Associates	0.10%	Reduce -0.1%	780,598	$145.8M
MAI Capital Management	1.43%	Add +15.3%	734,925	$137.3M
MML Investors Services, LLC	0.54%	Add +505.0%	696,742	$130.2M
Cliftonlarsonallen Wealth Advisors, LLC	2.86%	Add +2.4%	672,404	$125.6M
Manufacturers Life Insurance Company, The	0.11%	Reduce -35.0%	641,110	$119.7M
Composition Wealth, LLC	2.95%	Reduce -11.4%	628,403	$117.4M
Janney Montgomery Scott LLC	0.35%	Add +314.9%	626,981	$117.1M
Lido Advisors, LLC	1.00%	Reduce -32.4%	594,800	$111.1M
Osaic Holdings, Inc.	0.23%	Reduce -37.0%	562,479	$105.1M
Kestra Advisory Services, LLC	0.69%	Add +4.7%	550,977	$102.9M
Charles Schwab Investment Management Inc.	0.02%	Reduce -5.8%	518,485	$96.9M
HighTower Advisors, LLC	0.16%	Reduce -9.2%	514,717	$96.1M
McKinley Carter Wealth Services, Inc.	5.89%	Add +0.7%	471,711	$88.1M
Calamos Wealth Management LLC	5.03%	Reduce -0.6%	469,923	$87.8M
Strategic Wealth Partners Group, LLC	9.54%	Add +2.6%	462,991	$86.5M
Betterment LLC	0.22%	Reduce -3.2%	446,531	$83.4M
Rehmann Capital Advisory Group	6.02%	Add +8.2%	432,576	$80.8M
LVZ, Inc.	10.91%	Reduce -4.7%	429,611	$80.3M
Truist Financial Corp.	0.12%	Add +5.5%	407,311	$76.1M
Home Federal Bank of Tennessee	22.95%	Reduce -1.9%	397,166	$74.2M
Comerica Bank	0.31%	Reduce -7.0%	387,706	$72.4M
USA Financial Formulas	11.68%	Add +2.3%	385,722	$72.1M
United Capital Financial Advisors, LLC	0.57%	Add +331.7%	371,351	$69.4M
Baird Financial Group, Inc.	0.14%	Add +12.4%	367,062	$68.6M
Foundations Investment Advisors, LLC	1.75%	Add +7.8%	358,564	$67.0M
Cambridge Investment Research Advisors, Inc.	0.25%	Add +35.1%	350,628	$65.5M
Valmark Advisers, Inc.	1.14%	Reduce -1.0%	349,938	$65.4M
Bank of New York Mellon Corp	0.01%	Add +571.9%	348,067	$65.0M
Modern Wealth Management, LLC	5.91%	Add +14.0%	340,591	$63.6M
Bank of Montreal	0.02%	Add +15.5%	339,243	$63.5M
Moneta Group Investment Advisors LLC	1.02%	Add +43.6%	334,902	$62.6M
OneDigital Investment Advisors LLC	0.97%	Add +268.0%	329,331	$61.5M
Barclays PLC	0.03%	No change	322,026	$60.2M
Praetorian Wealth Management, Inc.	16.00%	Add +6.5%	320,259	$59.8M
Salomon & Ludwin, LLC	5.00%	Reduce -1.3%	311,330	$58.2M
Amarillo National Bank	10.78%	Reduce -0.5%	309,108	$57.7M
Fifth Third Bancorp	0.22%	Reduce -6.0%	307,138	$57.4M
Focus Partners Wealth	0.46%	Add +83.6%	301,894	$56.4M
Courier Capital LLC	4.01%	Reduce -1.5%	296,404	$55.4M
Northwestern Mutual Wealth Management Co.	0.06%	Reduce -3.4%	290,086	$54.2M
JB Capital LLC	3.50%	New	281,022	$52.5M
Phillips Financial Management, LLC	4.20%	Reduce -3.3%	274,498	$51.3M
Frank, Rimerman Advisors LLC	9.71%	No change	269,955	$50.4M
First Hawaiian Bank	1.55%	Reduce -18.7%	265,574	$49.6M
Keybank National Association	0.20%	Reduce -1.9%	261,793	$48.9M
Halpern Financial, Inc.	14.14%	Reduce -0.8%	264,339	$48.7M
LPWM LLC	17.87%	Add +1.8%	267,847	$48.7M
Probity Advisors, Inc.	9.99%	Reduce -3.3%	258,679	$48.3M
Financial Engines Advisors L.L.C.	0.11%	Reduce -10.7%	257,793	$48.2M
Rockefeller Capital Management L.P.	0.14%	Reduce -0.5%	251,855	$47.0M
NewEdge Advisors, LLC	0.41%	Add +665.1%	250,204	$46.7M
Smith Anglin Financial, LLC	4.65%	Reduce -36.0%	240,989	$45.0M
Strategic Point Investment Advisors, LLC	7.92%	Reduce -21.7%	233,705	$43.7M
Rwa Wealth Partners, LLC	0.59%	Reduce -25.6%	233,287	$43.6M
Evoke Wealth, LLC	1.24%	New	223,593	$41.8M
Regions Financial Corp.	0.32%	Add +5.0%	223,158	$41.7M
1834 Investment Advisors Co.	4.64%	Reduce -7.4%	208,943	$39.0M
Baker Avenue Asset Management, LP	1.48%	Add +2.4%	205,292	$38.4M
Quantitative Strategies, Inc.	22.05%	Add +9.9%	204,975	$38.3M
Berkshire Money Management, Inc.	4.50%	Add +2.1%	199,667	$37.3M
Smith, Moore & Co.	3.96%	Reduce -1.0%	198,614	$37.1M
Atria Wealth Solutions, Inc.	0.41%	Add +166.8%	192,563	$36.0M
Equitable Holdings, Inc.	0.40%	Reduce -16.6%	189,617	$35.4M
Peninsula Wealth, LLC	7.06%	Add +48.3%	189,378	$35.4M
Platte River Wealth Advisors, LLC	9.77%	Add +12.2%	183,564	$34.3M
North Star Investment Management Corp.	2.37%	Add +2.7%	177,663	$33.2M
BNP Paribas Financial Markets	0.04%	Add +29.3%	177,040	$33.1M
Pinkerton Wealth, LLC	5.18%	Add +9.5%	172,362	$32.2M
Amundi	0.01%	Add +27.7%	180,000	$31.8M
TD Waterhouse Canada Inc.	0.24%	Reduce -13.1%	133,120	$31.4M
Greenleaf Trust	0.29%	Reduce -3.6%	167,803	$31.3M
Foundation Wealth Management, LLC	25.54%	Add +6.6%	167,715	$31.3M
CX Institutional	1.50%	Reduce -5.1%	166,354	$31.1M
Transform Wealth, LLC	2.79%	Reduce -2.3%	157,504	$29.4M
Thrivent Financial for Lutherans	0.06%	Add +13.4%	157,102	$29.3M
West Wealth Group, LLC	10.75%	New	155,284	$29.0M
Avantax Advisory Services, Inc.	0.26%	Add +63.3%	154,926	$28.9M
Per Stirling Capital Management, LLC.	4.77%	Reduce -21.3%	152,927	$28.6M
Cahill Financial Advisors Inc.	3.86%	Add +3.5%	151,657	$28.3M
AE Wealth Management LLC	0.32%	Reduce -39.9%	150,959	$28.2M
Financial Life Advisors	11.75%	Reduce -1.1%	150,314	$28.1M
Condor Capital Management	2.74%	Reduce -1.1%	149,968	$28.0M
Encompass Wealth Advisors, LLC	7.41%	Reduce -0.0%	148,432	$27.7M
Private Advisor Group, LLC	0.19%	Add +21.0%	141,392	$26.4M
Jones Financial Companies LLLP	0.04%	Add +2.3%	141,075	$26.4M
Powell Investment Advisors, LLC	13.91%	Add +1.1%	140,887	$26.3M
Advocacy Wealth Management, LLC	2.23%	New	138,800	$25.9M
Ameritas Investment Partners, Inc.	0.88%	Reduce -7.6%	137,298	$25.6M
JFS Wealth Advisors, LLC	2.01%	Add +8.7%	135,537	$25.3M
Northern Trust Corp.	0.00%	Add +15.2%	133,881	$25.0M
Droms Strauss Advisors Inc. /Mo/	9.15%	Reduce -0.2%	133,798	$25.0M
Captrust Financial Advisors	0.09%	Reduce -17.9%	133,794	$25.0M
Atria Investments, Inc	0.34%	Add +271.5%	133,546	$24.9M
Relative Value Partners Group, LLC	1.53%	Reduce -6.4%	139,590	$24.3M
Citigroup Inc.	0.03%	Add +48.9%	129,967	$24.3M
MV Capital Management, Inc.	2.58%	Add +0.1%	120,588	$22.5M
Lutz Financial Services LLC	1.96%	Reduce -1.6%	120,259	$22.5M
DDFG, Inc	7.12%	Reduce -2.9%	119,895	$22.4M
Ewa, LLC	10.04%	New	121,273	$22.3M
Principal Securities, Inc.	0.69%	Add +0.1%	119,155	$22.3M
Arax Advisory Partners	2.35%	Reduce -6.3%	119,115	$22.3M
Pathstone Holdings, LLC	0.10%	Reduce -0.6%	118,745	$22.2M
Sigma Planning Corp	0.70%	Add +149.4%	118,437	$22.1M
Creative Planning	0.02%	Reduce -0.3%	118,196	$22.1M
Quest Investment Management LLC	2.46%	No change	118,032	$22.0M
Greenup Street Wealth Management LLC	5.34%	Reduce -31.2%	113,848	$21.3M
Allworth Financial LP	0.15%	Add +1.4%	113,532	$21.2M
Kwmg, LLC	2.31%	Reduce -0.4%	113,178	$21.1M
TD Private Client Wealth LLC	0.69%	Reduce -5.5%	112,266	$21.0M
CreativeOne Wealth, LLC	0.84%	New	112,195	$21.0M
BOK Financial Private Wealth, Inc.	1.56%	Reduce -6.0%	112,181	$21.0M
Independent Solutions Wealth Management, LLC	4.98%	Reduce -1.4%	112,109	$20.9M
Durante & Waters, LLC	19.09%	Reduce -3.5%	111,856	$20.9M
Bokf, NA	0.38%	Reduce -15.2%	112,472	$20.9M
Austin Private Wealth, LLC	2.33%	New	110,028	$20.3M
Stratos Wealth Partners, LTD.	0.34%	Add +52.9%	108,297	$20.2M
Banco Santander, S.A.	0.24%	Reduce -2.0%	106,068	$19.8M
Clearstead Advisors, LLC	0.98%	Add +4.5%	107,574	$19.8M
JSF Financial, LLC	6.08%	Add +28.2%	103,950	$19.4M
Prudential Financial Inc.	0.03%	Add +365.3%	103,426	$19.3M
GHP Investment Advisors, Inc.	0.95%	Reduce -1.2%	102,969	$19.2M
Ironwood Financial, llc	4.42%	Add +0.3%	102,966	$19.2M
ETF Portfolio Partners, Inc.	6.05%	Add +37.5%	102,217	$19.1M
Concurrent Investment Advisors, LLC	0.77%	Add +9.8%	101,712	$19.0M
Peapack Gladstone Financial Corp.	0.30%	Add +0.1%	101,348	$18.9M
Saiph Capital, LLC	8.78%	Reduce -0.4%	101,002	$18.9M
Mma Asset Management LLC	8.82%	Add +9.7%	102,986	$18.8M
Mesirow Financial Investment Management, Inc.	0.42%	Reduce -0.2%	98,797	$18.5M
American International Group, Inc.	0.06%	Reduce -24.9%	94,900	$17.7M
Cullen/Frost Bankers, Inc.	0.26%	Reduce -4.7%	94,836	$17.7M
SilverOak Wealth Management LLC	4.40%	Reduce -3.7%	94,783	$17.7M
Gladstone Institutional Advisory LLC	0.96%	Add +2.5%	93,780	$17.5M
First Merchants Corp.	1.29%	Add +3.3%	91,530	$17.1M
Narwhal Capital Management	1.66%	Add +3.1%	90,580	$16.9M
Mercer Global Advisors Inc.	0.05%	Reduce -0.1%	89,875	$16.8M
Savant Capital, LLC	0.19%	Reduce -2.2%	89,231	$16.7M
Prosperity Planning, Inc.	7.93%	Add +5.2%	87,569	$16.4M
Wealth Alliance, LLC	2.12%	Add +94.4%	86,632	$16.2M
Matthew Goff Investment Advisor, LLC	3.26%	Add +3.6%	86,238	$16.1M
WealthPLAN Partners, LLC	1.67%	Add +7.7%	86,230	$16.1M
Beacon Pointe Advisors, LLC	0.18%	Reduce -2.1%	85,895	$16.0M
Alesco Advisors, LLC, An ESL Co	0.51%	Reduce -1.6%	83,457	$15.6M
Patriot Financial Group Insurance Agency, LLC	2.47%	Add +114.7%	83,112	$15.5M
Clear Creek Financial Management, LLC	1.98%	Add +9.2%	82,776	$15.5M
RTD Financial Advisors, Inc.	2.07%	Reduce -1.4%	82,376	$15.4M
Occidental Asset Management, LLC	2.83%	Add +0.3%	81,147	$15.2M
Icon Wealth Advisors, LLC	1.40%	New	80,808	$15.1M
Cerity Partners LLC	0.04%	Add +1.2%	80,209	$15.0M
Global Retirement Partners, LLC	0.56%	Add +15.5%	79,985	$14.9M
Wealth Enhancement Advisory Services, LLC	0.04%	Add +0.2%	79,957	$14.9M
UMB Bank, n.a.	0.24%	Reduce -7.8%	79,538	$14.9M
FineMark National Bank & Trust	0.55%	Reduce -4.2%	78,805	$14.7M
Callan Family Office, LLC	3.40%	Reduce -8.7%	77,575	$14.5M
Financial Advocates Investment Management	0.83%	Add +1.6%	78,389	$14.4M
Watts Gwilliam & Co., LLC	4.43%	—	77,589	$14.3M
Brass Tax Wealth Management, Inc.	7.43%	—	76,303	$14.3M
Modera Wealth Management, LLC	0.21%	Reduce -0.5%	74,383	$13.9M
Derbend Asset Management	6.79%	Add +24.5%	73,731	$13.8M
KMG Fiduciary Partners, LLC	1.41%	Add +1.5%	72,838	$13.6M
Trustmark Bank Trust Department	1.10%	No change	72,250	$13.5M
Stokes Family Office, LLC	1.68%	Add +5961.4%	72,131	$13.5M
High Falls Advisors, Inc	3.39%	New	72,130	$13.5M
Trust Point Inc.	1.05%	Reduce 0.0%	71,560	$13.4M
Florin Court Capital LLP	11.44%	Add +20.5%	71,000	$13.3M
Pettinga Financial Advisors LLC	3.38%	New	70,986	$13.3M
Invst, LLC	1.57%	Add +1.6%	71,395	$13.3M
Sharkey, Howes & Javer	2.16%	New	70,521	$13.2M
Blue Trust, Inc.	0.19%	Add +523.9%	70,410	$13.2M
Ironwood Wealth Management, Inc.	6.78%	Reduce -0.6%	71,321	$12.9M
Brookstone Capital Management	0.23%	Add +89.3%	68,694	$12.8M
Federation des caisses Desjardins du Quebec	0.09%	Reduce -23.0%	68,521	$12.8M
Sierra Capital LLC	1.66%	Add +31.0%	68,026	$12.7M
Citizens Financial Group Inc.	0.42%	Add +1.1%	67,792	$12.7M
Choreo, LLC	0.32%	Reduce -25.6%	67,700	$12.6M
SteelPeak Wealth, LLC	0.65%	Add +2806.4%	67,516	$12.6M
Laird Norton Wetherby Wealth Management, LLC	0.60%	Add +3.8%	67,475	$12.6M
Horst & Graben Wealth Management LLC	2.55%	New	67,150	$12.5M
Traynor Capital Management, Inc.	1.17%	Reduce -5.4%	66,025	$12.3M
Stone House Investment Management, LLC	2.89%	New	65,773	$12.3M
Bank Pictet & Cie (Europe) AG	0.32%	Add +0.6%	65,710	$12.3M
Arcadia Investment Advisors LLC	6.97%	Reduce -5.7%	65,318	$12.2M
Avitas Wealth Management LLC	1.82%	Reduce -34.6%	64,124	$12.0M
BKM Wealth Management, LLC	5.13%	Add +2.9%	63,882	$11.9M
J.W. Cole Advisors, Inc.	0.60%	Add +2.5%	63,846	$11.9M
Sepio Capital, LP	1.01%	No change	62,804	$11.7M
Camarda Financial Advisors, LLC	4.72%	Reduce -3.7%	62,467	$11.7M
Guardian Wealth Advisors, LLC	7.55%	Reduce -5.2%	62,162	$11.6M
Efficient Advisors, LLC	0.73%	Reduce -9.4%	60,992	$11.4M
Merit Financial Group, LLC	0.27%	Add +2799.4%	63,090	$11.4M
Astoria Strategic Wealth, Inc.	3.59%	Add +2.5%	60,595	$11.3M
Cosner Financial Group, LLC	8.09%	Add +1.7%	60,467	$11.3M
Bank of Stockton	3.48%	Reduce -2.9%	60,393	$11.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	0.01%	New	59,643	$11.1M
Graypoint LLC	0.80%	Add +16.2%	59,115	$11.0M
Buckingham Strategic Wealth, LLC	0.12%	Reduce -4.9%	58,838	$11.0M
Broadview Financial Management, LLC	7.95%	Add +0.2%	58,417	$10.9M
Detalus Advisors, LLC	3.89%	Add +27.9%	58,417	$10.9M
Robertson Stephens Wealth Management, LLC	0.60%	Add +14.2%	58,249	$10.9M
Associated Banc-Corp	0.34%	Add +2.0%	57,889	$10.8M
Alera Investment Advisors, LLC	1.46%	Reduce -21.8%	57,864	$10.8M
Liberty Wealth Management LLC	2.09%	Add +2214.9%	57,341	$10.7M
KFA Private Wealth Group, LLC	3.31%	Add +0.8%	57,054	$10.7M
Cresset Asset Management, LLC	0.05%	Add +9.0%	57,013	$10.7M
Catalyst Financial Partners LLC	2.70%	Reduce -9.0%	59,391	$10.5M
Signature Wealth Management Partners, LLC	8.44%	Add +6.1%	55,505	$10.4M
LBMC Investment Advisors, LLC	0.89%	Add +1.0%	55,159	$10.3M
Orion Porfolio Solutions, LLC	0.11%	Add +934.3%	55,147	$10.3M
Orion Portfolio Solutions, LLC	0.11%	Add +934.3%	55,147	$10.3M
Alternative Investment Advisors, LLC.	6.17%	New	55,150	$10.2M
Tsfg, LLC	2.53%	Add +271.4%	53,642	$10.0M
Acropolis Investment Management, LLC	0.65%	Reduce -1.5%	53,464	$10.0M
Arlington Trust Co LLC	2.56%	Add +8.1%	53,234	$9.9M
Perigon Wealth Management, LLC	0.30%	Add +2369.1%	53,159	$9.9M
Guidance Point Advisors, LLC	3.36%	Add +0.4%	53,038	$9.9M
Asset Management Group, Inc.	1.50%	Reduce -0.9%	52,996	$9.9M
Kestra Private Wealth Services, LLC	0.22%	Add +59.3%	52,128	$9.7M
Steward Partners Investment Advisory, LLC	0.11%	Add +165.3%	52,041	$9.7M
Michelson Medical Research Foundation, Inc.	5.88%	No change	51,905	$9.7M
Farther Finance Advisors, LLC	0.59%	Add +116.8%	51,875	$9.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	1.14%	New	51,478	$9.6M
Keystone Financial Services	4.17%	New	51,177	$9.6M
Pinnacle Financial Partners Inc	0.21%	Reduce -1.9%	51,052	$9.5M
Ieq Capital, LLC	0.14%	Add +0.5%	50,984	$9.5M
Mutual Advisors, LLC	0.30%	Reduce -16.8%	50,334	$9.4M
Concourse Financial Group Securities, Inc.	0.60%	Add +217.4%	49,963	$9.3M
Financial Enhancement Group LLC	1.53%	Add +2.5%	52,011	$9.3M
Parallel Advisors, LLC	0.25%	Add +2.8%	49,276	$9.2M
Security Financial Services, INC.	2.06%	Add +1295.0%	48,879	$9.1M
Instrumental Wealth, LLC	3.87%	Reduce -16.3%	48,823	$8.9M
Scissortail Wealth Management, LLC	2.35%	New	47,479	$8.9M
HB Wealth Management, LLC	0.11%	Reduce -4.3%	47,483	$8.9M
Western Wealth Management, LLC	0.69%	Reduce -3.0%	47,440	$8.9M
Townsquare Capital LLC	0.13%	Add +138.7%	47,393	$8.9M
One Wealth Advisors, LLC	1.54%	Add +1961.0%	47,279	$8.8M
FAS Wealth Partners, Inc.	0.78%	Add +0.2%	47,036	$8.8M
First Heartland Consultants, Inc.	0.91%	Add +27.8%	46,784	$8.7M
DRW Securities, LLC	0.50%	New	46,561	$8.7M
Avidian Wealth Enterprises, LLC	0.46%	Add +5.1%	46,181	$8.6M
Physician Wealth Advisors, Inc.	1.81%	Add +3481.7%	48,819	$8.6M
First Horizon Advisors, Inc.	0.27%	Add +98.7%	46,043	$8.6M
Csenge Advisory Group	0.48%	Add +26.7%	45,412	$8.5M
Rodgers & Associates, LTD	1.08%	Reduce -0.4%	45,052	$8.4M
Capital Analysts, LLC	0.39%	Add +9.1%	44,709	$8.4M
LMG Wealth Partners, LLC	2.10%	Reduce -0.7%	44,654	$8.3M
TSA Wealth Managment LLC	3.55%	New	43,617	$8.1M
Centerpoint Advisors, LLC	3.04%	Reduce -2.5%	43,420	$8.1M
Harbour Investments, Inc.	0.28%	Add +44.8%	43,005	$8.0M
Great Valley Advisor Group, Inc.	0.24%	Reduce -5.5%	42,899	$8.0M
Forvis Mazars Wealth Advisors, LLC	0.20%	Add +13.6%	42,679	$8.0M
Integrated Wealth Concepts LLC	0.11%	Add +78.7%	42,389	$7.9M
IHT Wealth Management, LLC	0.32%	Add +309.8%	42,296	$7.9M
Geneos Wealth Management Inc.	0.36%	Reduce -0.2%	42,063	$7.9M
Soundmark Wealth Management, LLC	3.45%	Add +0.0%	41,628	$7.8M
Bradley Foster & Sargent Inc.	0.14%	Add +0.0%	41,223	$7.7M
Opal Wealth Advisors, LLC	2.61%	Reduce -1.1%	41,205	$7.7M
EP Wealth Advisors, LLC	0.09%	Add +0.9%	40,438	$7.6M
Sei Investments Co.	0.01%	Reduce -9.9%	40,011	$7.5M
Exencial Wealth Advisors, LLC	0.28%	Reduce -9.7%	39,796	$7.4M
Pacific Financial Group Inc.	5.12%	Add +1.0%	39,750	$7.4M
United Asset Strategies, Inc.	0.74%	Reduce -4.3%	39,541	$7.4M
PAX Financial Group, LLC	1.48%	Add +1.8%	39,486	$7.4M
Nvest Financial, LLC	4.87%	Reduce -1.9%	39,156	$7.3M
Focus Financial Network, Inc.	0.35%	—	40,771	$7.2M
Millennium Management	0.01%	Add +90.3%	38,560	$7.2M
Soltis Investment Advisors LLC	0.80%	Add +9.5%	38,461	$7.2M
Corient Private Wealth LP	0.01%	Add +10.2%	38,247	$7.1M
Prime Capital Investment Advisors, LLC	0.10%	Add +94.5%	38,102	$7.1M
Blue Edge Capital, LLC	1.19%	Add +9.5%	38,042	$7.1M
Alliancebernstein L.P.	0.00%	Add +55.8%	38,030	$7.1M
Avestar Capital, LLC	0.81%	New	37,890	$7.1M
Pure Financial Advisors, LLC	0.22%	Reduce -2.2%	37,869	$7.1M
Sunbelt Securities, Inc.	0.78%	Reduce -2.6%	37,608	$7.0M
Capital Advisors, Ltd. LLC	0.92%	Add +8.7%	37,588	$7.0M
B. Riley Wealth Advisors, Inc.	0.19%	Add +46.5%	45,343	$7.0M
Cypress Wealth Services, LLC	1.56%	New	35,952	$6.7M
Advisory Services Network, LLC	0.15%	Add +51.4%	35,776	$6.7M
BBJS Financial Advisors, LLC	2.38%	Reduce -15.4%	35,743	$6.7M
WealthShield Partners, LLC	1.08%	Add +296.3%	35,734	$6.7M
ONE Advisory Partners, LLC	3.27%	New	35,659	$6.7M
Vicus Capital	0.61%	Reduce -2.1%	35,646	$6.7M
Blair William & Co.	0.02%	Reduce -1.5%	35,232	$6.6M
Stonegate Investment Group, LLC	0.21%	Add +74.6%	35,094	$6.6M
Ehrlich Financial Group	5.50%	Add +47.9%	34,955	$6.5M
Willis Johnson & Associates, Inc.	0.57%	Reduce -7.8%	34,931	$6.5M
Trek Financial, LLC	0.51%	New	34,752	$6.5M
YHB Investment Advisors, Inc.	0.57%	Reduce -3.6%	34,610	$6.5M
Stratos Wealth Advisors, LLC	0.38%	Add +104.9%	34,106	$6.4M
POM Investment Strategies, LLC	5.22%	Add +54034.9%	34,105	$6.4M
Dohj, LLC	1.68%	Add +22.6%	33,859	$6.3M
Snowden Capital Advisors LLC	0.20%	Add +672.6%	33,601	$6.3M
Belpointe Asset Management LLC	0.46%	Add +17.7%	33,054	$6.2M
RKL Wealth Management LLC	0.61%	Reduce -15.3%	33,054	$6.2M
Nicolet Bankshares Inc.	1.28%	No change	33,016	$6.2M
Sterling Investment Advisors LLC	3.58%	Reduce -4.7%	32,725	$6.1M
Spotlight Asset Group, Inc.	4.37%	Reduce -2.8%	32,707	$6.1M
TNF LLC	2.40%	New	33,505	$6.1M
Tortoise Investment Management, LLC	0.72%	Reduce -2.3%	31,935	$6.0M
Eq LLC	3.67%	New	31,871	$6.0M
Brown Advisory Inc.	0.01%	Add +7.2%	31,220	$5.8M
All Season Financial Advisors, Inc.	4.78%	Reduce -26.1%	30,900	$5.8M
Wealthspire Advisors, LLC	0.08%	Reduce -0.1%	30,789	$5.8M
Three Seasons Wealth, LLC	3.99%	New	30,929	$5.7M
Heck Capital Advisors, LLC	0.87%	Add +4.9%	30,476	$5.7M
Bartlett & Co. Wealth Management LLC	0.09%	Reduce -13.8%	30,315	$5.7M
RFG Advisory, LLC	0.19%	Add +200.3%	30,233	$5.6M
Sapient Capital LLC	0.12%	Reduce -0.0%	30,136	$5.6M
Kelly Financial Services LLC	2.12%	Add +48519.7%	29,658	$5.5M
Pathway Financial Advisors LLC	1.50%	Add +1.3%	29,637	$5.5M
AdvisorNet Financial, Inc	0.53%	Add +33.7%	29,562	$5.5M
Fifth Third Securities, Inc.	0.53%	Reduce -4.0%	29,357	$5.5M
Quadrant Private Wealth Management, LLC	1.38%	Add +45.7%	29,278	$5.5M
Ascent Group, LLC	0.48%	Add +13.3%	29,278	$5.5M
SCS Capital Management LLC	0.12%	No change	29,014	$5.4M
Hancock Whitney Corp.	0.19%	Reduce -45.9%	28,944	$5.4M
Financial Synergies Wealth Advisors, Inc.	0.70%	Add +2.3%	28,474	$5.3M
Avid Wealth Partners LLC	4.24%	New	28,263	$5.3M
Old Mission Investment Co LLC	1.76%	Reduce -3.1%	28,218	$5.3M
Bay Harbor Wealth Management, LLC	1.89%	New	28,168	$5.3M
Rothschild Wealth LLC	1.85%	—	28,120	$5.3M
Hohimer Wealth Management, LLC	1.23%	Add +506.5%	28,032	$5.2M
Keebeck Wealth Management	0.76%	New	27,731	$5.2M
Lansing Street Advisors	2.32%	Add +10.2%	27,686	$5.2M
O'Connor Financial Group LLC	3.06%	Reduce -15.0%	27,513	$5.1M
Apollon Wealth Management, LLC	0.16%	Add +24.5%	27,098	$5.1M
Regal Investment Advisors LLC	0.34%	Add +350.1%	26,993	$5.0M
Apeiron RIA LLC	1.46%	New	26,978	$5.0M
IFP Advisors, Inc	0.22%	Add +29.9%	26,555	$5.0M
Charter Oak Capital Management, LLC	0.53%	Reduce -5.1%	26,324	$4.9M
Wescott Financial Advisory Group, LLC	0.60%	Add +4.2%	25,896	$4.8M
Norden Group LLC	0.98%	New	25,811	$4.8M
W Advisors, LLC	3.30%	Add +20.0%	25,751	$4.8M
Hilltop Wealth Advisors, LLC	2.46%	Reduce -2.3%	25,747	$4.8M
Quotient Wealth Partners, LLC	0.17%	Reduce -6.2%	25,629	$4.8M
Swmg, LLC	2.15%	New	25,582	$4.8M
Forte Asset Management LLC	2.87%	New	25,367	$4.7M
Resolute Wealth Strategies, LLC	2.82%	Reduce -38.5%	24,881	$4.6M
First Trust Advisors LP	0.00%	Reduce -0.4%	24,741	$4.6M
Sterling Financial Planning, Inc.	1.87%	Reduce -0.7%	24,733	$4.6M
Natixis Advisors, LLC	0.01%	Add +30.7%	24,718	$4.6M
Acas, LLC	4.46%	Reduce -0.9%	24,649	$4.6M
Mayflower Financial Advisors, LLC	0.77%	Add +342.5%	24,531	$4.6M
Cranbrook Wealth Management, LLC	1.16%	Add +2.5%	24,513	$4.6M
Park Place Capital Corp	1.62%	Add +0.0%	24,249	$4.5M
CIBC Private Wealth Group LLC	0.01%	Add +11.7%	24,287	$4.5M
Estate Counselors, LLC	0.52%	Reduce -10.3%	24,085	$4.5M
Peoples Bank	2.51%	Add +26.1%	24,073	$4.5M
Glen Eagle Advisors, LLC	0.85%	Reduce -1.4%	24,029	$4.5M
Investment Partners, LTD.	2.03%	Reduce -0.5%	23,943	$4.5M
Evercore Wealth Management, LLC	0.07%	Reduce -0.6%	23,874	$4.5M
Lincoln National Corp.	0.07%	Add +89.5%	23,852	$4.5M
Quantum Portfolio Management LLC	2.53%	Add +48.3%	23,769	$4.4M
LYNX Capital Group Ltd.	2.98%	Add +6.5%	23,666	$4.4M
Chicago Partners Investment Group LLC	0.19%	Add +0.4%	24,104	$4.4M
Harbor Investment Advisory, LLC	0.45%	Add +4.9%	23,210	$4.3M
Pinnacle Bancorp, Inc.	1.28%	Reduce -1.7%	23,141	$4.3M
Franklin Resources Inc.	0.00%	Reduce -33.3%	23,138	$4.3M
Wesbanco Bank Inc.	0.16%	Reduce -4.1%	23,006	$4.3M
Simplicity Wealth,LLC	0.10%	New	23,001	$4.3M
First Commonwealth Financial Corp	1.14%	Reduce -2.0%	22,991	$4.3M
Edmonds Duncan Registered Investment Advisors, LLC	1.07%	Reduce -0.6%	22,746	$4.2M
Hudson Capital Management LLC	1.49%	Reduce -13.1%	22,352	$4.2M
Leo Wealth, LLC	0.42%	Add +0.1%	22,221	$4.1M
Smithfield Trust Co	0.22%	Reduce -2.6%	22,080	$4.1M
Gray Private Wealth, LLC	2.71%	—	22,009	$4.1M
Flagstar Securities, Inc.	1.14%	Add +13.4%	21,920	$4.1M
SigFig Wealth Management, LLC	0.15%	New	21,843	$4.1M
Ashton Thomas Private Wealth, LLC	0.23%	Add +4.7%	21,686	$4.1M
Nottingham Advisors, Inc.	0.49%	Reduce -5.7%	21,367	$4.0M
Falcon Wealth Planning	0.63%	Reduce -1.0%	21,179	$4.0M
Summit Investment Advisory Services, LLC	2.33%	Reduce -3.3%	21,031	$3.9M
Jackson Hole Capital Partners, LLC	0.90%	Add +2.6%	20,925	$3.9M
Trail Ridge Investment Advisors, LLC	2.16%	Reduce -7.3%	20,441	$3.8M
Truepoint, Inc.	0.11%	Add +0.7%	20,328	$3.8M
Wealth Advisory Solutions, LLC	0.98%	New	20,274	$3.8M
Stordahl Capital Management, Inc.	0.95%	Reduce -0.9%	20,260	$3.8M
Bare Financial Services, Inc	3.63%	Add +22.4%	21,143	$3.8M
Renasant Bank	2.68%	Reduce -0.3%	20,164	$3.8M
Sharp Wealth Advisory, LLC	3.49%	Add +11.6%	20,084	$3.8M
Vertex Planning Partners, LLC	1.03%	Add +1369.1%	19,995	$3.7M
Rogco, LP	1.52%	No change	19,923	$3.7M
Ameritas Advisory Services, LLC	0.15%	Add +13.4%	20,300	$3.7M
Level Four Advisory Services, LLC	0.20%	No change	21,293	$3.7M
Commonwealth Financial Services, LLC	0.87%	Reduce -0.1%	21,205	$3.7M
Christopher J. Hasenberg, Inc	1.80%	Add +1.1%	19,582	$3.7M
Graves Light Lenhart Wealth, Inc.	0.42%	Reduce -10.0%	19,541	$3.7M
Family Asset Management, LLC	2.28%	Reduce -1.9%	19,506	$3.6M
Tidemark, LLC	2.03%	Add +375.9%	19,495	$3.6M
Prospera Financial Services Inc	0.11%	Add +3.9%	19,407	$3.6M
Dorsey & Whitney Trust CO LLC	0.25%	Reduce -6.6%	19,404	$3.6M
Sax Wealth Advisors, LLC	0.42%	Add +0.8%	19,305	$3.6M
BTC Capital Management, Inc.	0.33%	—	19,265	$3.6M
Denver PWM, LLC	1.39%	Add +2633.8%	39,094	$3.6M
Edgar Lomax Co.	0.22%	Reduce -35.3%	19,162	$3.6M
Tilson Financial Group, Inc.	1.92%	Reduce -2.5%	19,129	$3.6M
Nations Financial Group Inc, /Ia/	0.30%	Add +16.7%	18,996	$3.5M
Firethorn Wealth Partners, LLC	2.08%	New	18,868	$3.5M
D.A. Davidson & Co.	0.03%	Add +4.0%	18,744	$3.5M
St. Clair Advisors, LLC	1.13%	No change	18,653	$3.5M
Florida Trust Wealth Management Co	0.12%	Add +0.2%	18,563	$3.5M
Royal Fund Management, LLC	0.39%	Reduce -71.2%	18,072	$3.4M
Garde Capital, Inc.	0.24%	Reduce -3.2%	18,097	$3.4M
Elevation Point Wealth Partners, LLC	0.26%	Add +808.5%	17,988	$3.4M
West Coast Financial LLC	0.41%	Reduce -2.5%	17,956	$3.4M
Tradition Wealth Management, LLC	0.34%	Add +691.3%	17,749	$3.3M
TRUE Private Wealth Advisors	0.38%	Add +63.4%	17,581	$3.3M
Pinnacle Family Advisors, LLC	1.73%	Add +7.0%	17,421	$3.3M
Tiaa Trust, National Association	0.01%	Reduce -0.2%	17,371	$3.2M
Stegner Investment Associates Inc.	2.37%	Reduce -11.3%	17,353	$3.2M
Flow Traders U.S. LLC	0.17%	Reduce -4.9%	17,311	$3.2M
Summit Financial Wealth Advisors, LLC	0.65%	Add +9.8%	17,304	$3.2M
True Vision MN LLC	2.26%	New	17,838	$3.2M
Valeo Financial Advisors, LLC	0.11%	Add +1.9%	17,691	$3.2M
Calamos Advisors LLC	0.02%	Add +5.1%	17,084	$3.2M
Morris Financial Concepts, Inc.	1.63%	Reduce -13.2%	17,069	$3.2M
Peregrine Asset Advisers, Inc.	1.26%	Reduce -1.4%	16,856	$3.1M
Telos Capital Management, Inc.	0.35%	Add +0.2%	16,820	$3.1M
Clarus Wealth Advisors	1.77%	Reduce -0.5%	17,249	$3.1M
Schechter Investment Advisors, LLC	0.23%	Reduce -0.3%	16,777	$3.1M
First Citizens Bank & Trust Co.	0.06%	Reduce -23.7%	16,765	$3.1M
Independent Financial Group, LLC	0.14%	Add +2.0%	16,507	$3.1M
National Philanthropic Trust	0.07%	No change	16,419	$3.1M
Market Street Wealth Management Advisors LLC	0.54%	Reduce -1.2%	16,392	$3.1M
Tobias Financial Advisors, Inc.	0.69%	No change	16,361	$3.1M
Ascent Wealth Partners, LLC	0.45%	Add +2.0%	16,305	$3.0M
Nwam LLC	0.25%	Add +43.0%	16,710	$3.0M
Dorsey Wright & Associates	0.79%	Reduce -13.3%	16,168	$3.0M
Avior Wealth Management, LLC	0.14%	Reduce -3.0%	15,946	$3.0M
Maxwell Wealth Strategies Inc.	1.50%	New	16,384	$3.0M
Roberts Financial Services LLC	0.61%	Reduce -0.7%	15,870	$3.0M
Ellis Investment Partners, LLC	0.64%	Add +0.3%	15,867	$3.0M
Seneca House Advisors	1.28%	Add +0.6%	15,813	$3.0M
Simon Quick Advisors, LLC	0.22%	Reduce -3.6%	15,782	$2.9M
CoreCap Advisors, LLC	0.16%	Add +138.6%	15,679	$2.9M
Cadence Bank	0.21%	Add +0.5%	15,602	$2.9M
GTS Securities LLC	0.08%	New	15,601	$2.9M
My Legacy Advisors, LLC	0.97%	New	15,510	$2.9M
Oxford Financial Group, LTD. LLC	0.20%	No change	15,453	$2.9M
One Wealth Management Investment & Advisory Services, LLC	1.16%	New	15,096	$2.8M
Gryphon Financial Partners LLC	0.47%	Add +8.1%	14,941	$2.8M
GenWealth Group, Inc.	0.70%	Reduce -2.8%	14,787	$2.8M
Hoxton Planning & Management, LLC	1.32%	New	14,772	$2.8M
Shared Vision Wealth Group LLC	1.70%	New	14,599	$2.7M
Glass Jacobson Investment Advisors llc	1.02%	Add +0.3%	14,479	$2.7M
Signal Advisors Wealth, LLC	0.67%	Add +118.1%	14,476	$2.7M
Sequent Asset Management, LLC	1.42%	Add +113.9%	14,409	$2.7M
Southern Capital Advisors, LLC	1.63%	Add +3.7%	14,400	$2.7M
SOL Capital Management CO	0.34%	Reduce -5.0%	14,360	$2.7M
Gen-Wealth Partners Inc	1.33%	—	14,340	$2.7M
Councilor Wealth, LLC	1.34%	Reduce -2.6%	14,321	$2.7M
Mosley Wealth Management	2.49%	Add +77.7%	14,186	$2.7M
Principal Financial Group Inc.	0.00%	Reduce -1.4%	14,159	$2.6M
Johnson Investment Counsel Inc.	0.03%	Add +34.5%	14,046	$2.6M
Retirement Income Solutions, Inc.	0.59%	Reduce -0.3%	14,018	$2.6M
Bank of Hawaii	0.13%	Reduce -5.5%	13,937	$2.6M
Perissos Private Wealth Management, LLC	2.33%	—	13,777	$2.6M
Tolleson Wealth Management, Inc.	0.50%	No change	13,742	$2.6M
Mission Wealth Management, LP	0.07%	Add +38.1%	13,729	$2.6M
Brighton Jones LLC	0.09%	Add +3.1%	13,693	$2.6M
Sonata Capital Group Inc.	1.16%	Add +0.7%	13,690	$2.6M
Focus Partners Advisor Solutions, LLC	0.07%	Add +197.8%	13,668	$2.6M
Punch & Associates Investment Management, Inc.	0.15%	Reduce -68.2%	13,599	$2.5M
Sound Income Strategies, LLC	0.19%	Add +6677.0%	13,554	$2.5M
Zimmermann Investment Management & Planning LLC	0.91%	Add +122.6%	13,471	$2.5M
Partners Capital Investment Group, LLP	0.08%	Reduce -49.8%	13,452	$2.5M
Susquehanna International Group, LLP	0.00%	Reduce -91.1%	13,403	$2.5M
Gables Capital Management Inc.	1.37%	No change	13,330	$2.5M
WealthBridge Capital Management, LLC	0.84%	Reduce -2.9%	13,299	$2.5M
Lantz Financial LLC	0.80%	New	13,292	$2.5M
Brave Asset Management Inc.	0.64%	Reduce -4.8%	13,246	$2.5M
MSH Capital Advisors LLC	0.87%	Reduce -10.6%	13,226	$2.5M
Sonoma Private Wealth LLC	3.89%	Reduce -19.8%	12,946	$2.4M
Milestone Asset Management, LLC	0.69%	New	12,944	$2.4M
Diversify Advisory Services, LLC	0.14%	—	13,006	$2.4M
Objective Capital Management, LLC	1.63%	Reduce -8.7%	12,917	$2.4M
Strategies Wealth Advisors, LLC	0.37%	Add +1.5%	12,898	$2.4M
Synovus Financial Corp.	0.03%	Reduce -19.2%	12,880	$2.4M
Thompson Investment Management, Inc.	0.36%	Add +14.0%	12,865	$2.4M
Uptick Partners, LLC	1.83%	Add +0.5%	12,861	$2.4M
PGIM Custom Harvest LLC	0.06%	Add +2.6%	12,826	$2.4M
Sigma Investment Counselors Inc.	0.15%	Reduce -1.0%	12,814	$2.4M
Lane & Associates LLC	1.51%	Add +2.8%	12,801	$2.4M
J. Goldman & Co LP	0.11%	New	12,750	$2.4M
FFG Retirement Advisors LLC	1.66%	New	12,604	$2.4M
Sage Investment Advisers LLC	2.70%	Reduce -0.6%	12,589	$2.4M
SWP Financial LLC	1.64%	Add +3.4%	12,552	$2.3M
Grey Ledge Advisors, LLC	0.66%	Add +12.1%	12,546	$2.3M
Conning Inc.	0.08%	No change	12,487	$2.3M
Harvest Investment Services, LLC	0.93%	Reduce -3.4%	12,401	$2.3M
Magnus Financial Group LLC	0.28%	Add +11.0%	12,339	$2.3M
Sequoia Financial Advisors, LLC	0.03%	Reduce -30.7%	12,210	$2.3M
Wellspring Financial Advisors, LLC	0.36%	Add +0.2%	12,191	$2.3M
Total Investment Management Inc.	0.29%	Reduce -2.0%	12,179	$2.3M
Hirtle & Co., LLC	0.11%	Reduce -16.9%	11,944	$2.2M
Castle Wealth Management LLC	1.16%	Reduce -6.6%	11,842	$2.2M
Great Point Wealth Advisors, LLC	0.52%	No change	11,837	$2.2M
Centurion Wealth Management LLC	0.87%	New	11,826	$2.2M
Bryn Mawr Trust Advisors, LLC	0.13%	Reduce -13.1%	11,821	$2.2M
Stephens Inc.	0.03%	Add +8.6%	11,812	$2.2M
Private Capital Management LLC	0.48%	Reduce -1.8%	11,720	$2.2M
WBH Advisory Inc.	0.22%	Reduce -1.1%	11,640	$2.2M
Eagle Strategies LLC	0.48%	Add +282.8%	11,637	$2.2M
Able Wealth Management LLC	1.89%	Reduce -0.4%	11,602	$2.2M
Wealth Dimensions Group, Ltd.	0.64%	Reduce -0.3%	11,599	$2.2M
Salem Investment Counselors Inc.	0.07%	No change	11,540	$2.2M
Bailard, Inc.	0.06%	Reduce -3.2%	11,522	$2.2M
AlTi Global, Inc.	0.06%	Add +0.0%	11,450	$2.1M
Sowell Financial Services LLC	0.10%	New	11,435	$2.1M
Aptus Capital Advisors, LLC	0.05%	Add +1174.4%	11,431	$2.1M
Avantax Planning Partners, Inc.	0.07%	Reduce -1.8%	11,418	$2.1M
Strategic Blueprint, LLC	0.15%	New	11,286	$2.1M
Kickstand Ventures, Llc.	0.59%	New	11,236	$2.1M
Roble, Belko & Company, Inc	0.36%	No change	11,181	$2.1M
Sterling Investment Counsel, LLC	0.96%	Reduce -18.6%	11,169	$2.1M
Mattern Wealth Management LLC	0.51%	Add +1.0%	11,131	$2.1M
Investment Advisory Group, LLC	0.85%	Add +1.9%	11,009	$2.1M
Raymond James Trust N.A.	0.05%	Reduce -5.6%	10,910	$2.0M
Midland Wealth Advisors, LLC	0.12%	Reduce -2.9%	10,806	$2.0M
Lee Financial Co	0.34%	Reduce -4.5%	10,757	$2.0M
Total Wealth Planning, LLC	0.35%	No change	10,757	$2.0M
Marietta Wealth Management, LLC	0.33%	Add +0.0%	10,717	$2.0M
Whittier Trust Co.	0.03%	No change	10,633	$2.0M
EPG Wealth Management LLC	0.48%	Reduce -10.0%	10,567	$2.0M
Crestwood Advisors Group, LLC	0.04%	Add +3.2%	10,340	$1.9M
MBA Advisors LLC	0.99%	No change	10,273	$1.9M
Dumont & Blake Investment Advisors LLC	0.55%	Add +1.0%	10,269	$1.9M
Family Firm, Inc.	0.47%	Reduce -2.1%	10,258	$1.9M
Afg Fiduciary Services Limited Partnership	1.41%	Reduce -16.6%	10,359	$1.9M
Copperleaf Capital, LLC	1.65%	New	10,214	$1.9M
Verus Capital Partners, LLC	0.21%	New	10,183	$1.9M
Money Concepts Capital Corp.	0.17%	Reduce -25.0%	10,112	$1.9M
Alta Wealth Advisors LLC	0.96%	Add +0.1%	10,110	$1.9M
Kohmann Bosshard Financial Services, LLC	0.26%	No change	10,108	$1.9M
Old National Bancorp	0.04%	Reduce -1.0%	10,081	$1.9M
IFG Advisory, LLC	0.14%	New	10,060	$1.9M
Oppenheimer & Co. Inc.	0.03%	Add +1.7%	10,051	$1.9M
Koshinski Asset Management, Inc.	0.19%	Add +136.4%	9,998	$1.9M
NorthLanding Financial Partners, LLC	2.03%	Reduce -3.0%	9,973	$1.9M
Cahaba Wealth Management, Inc.	0.17%	Reduce -1.2%	9,962	$1.9M
Essex Financial Services, Inc.	0.17%	Add +4.1%	9,939	$1.9M
Paragon Capital Management Inc.	1.39%	Reduce -28.8%	9,927	$1.9M
Concorde Asset Management, LLC	1.27%	Add +346.4%	9,924	$1.9M
AMG National Trust Bank	0.05%	Add +12.9%	9,886	$1.8M
Cibc World Market Inc.	0.00%	Reduce -16.4%	9,720	$1.8M
Tranquility Partners, LLC	0.70%	Add +1.9%	9,673	$1.8M
Waldron Private Wealth LLC	0.08%	No change	9,672	$1.8M
Spectrum Wealth Counsel, LLC	0.22%	No change	9,636	$1.8M
Wexford Capital LP	0.37%	New	9,580	$1.8M
Brown Brothers Harriman & Co.	0.01%	Add +37.4%	9,543	$1.8M
Procyon Advisors, LLC	0.14%	Reduce -3.0%	9,495	$1.8M
Plan Group Financial, LLC	1.16%	Add +720.2%	9,482	$1.8M
Bernardo Wealth Planning LLC	0.49%	Reduce -0.1%	9,435	$1.8M
Patriot Investment Management Group, Inc.	0.14%	Reduce -0.0%	9,255	$1.7M
United Advisor Group, LLC	0.65%	Add +522.0%	9,230	$1.7M
Sachetta, LLC	0.82%	Add +0.0%	9,913	$1.7M
Clearview Wealth Advisors LLC	1.74%	New	9,148	$1.7M
Maripau Wealth Management LLC	1.28%	New	9,135	$1.7M
Klaas Financial Asset Advisors, LLC	0.34%	Add +0.0%	9,101	$1.7M
Morningstar Investment Services LLC	0.02%	New	9,110	$1.7M
Axxcess Wealth Management, LLC	0.05%	Add +43.8%	9,063	$1.7M
Taylor Financial Group, Inc.	1.29%	Add +1.6%	9,062	$1.7M
Glenview Trust Co	0.04%	Reduce -1.7%	9,061	$1.7M
SpiderRock Advisors, LLC	0.05%	—	9,278	$1.7M
Financial Counselors Inc.	0.03%	Reduce -11.5%	9,016	$1.7M
Patton Albertson Miller Group, LLC	0.25%	Add +67.4%	8,962	$1.7M
Advisors Capital Management, LLC	0.03%	Add +6.4%	8,956	$1.7M
Custos Family Office, LLC	0.86%	Reduce -0.6%	8,935	$1.7M
PFG Advisors	0.12%	Add +512.6%	8,852	$1.7M
Plum Street Advisors, LLC	0.83%	Reduce -8.8%	8,298	$1.6M
Commerce Bank	0.01%	No change	8,677	$1.6M
Moisand Fitzgerald Tamayo, LLC	0.25%	Reduce -3.0%	8,649	$1.6M
Gateway Wealth Partners, LLC	0.58%	New	8,645	$1.6M
Venturi Wealth Management, LLC	0.10%	Add +541.4%	8,627	$1.6M
Operose Advisors LLC	0.54%	New	8,579	$1.6M
Forum Financial Management, LP	0.03%	Reduce -0.9%	8,510	$1.6M
BigSur Wealth Management LLC	0.50%	No change	8,500	$1.6M
Bush Investment Group, LLC	1.39%	Add +2.2%	8,447	$1.6M
Bank of Nova Scotia	0.00%	Add +213.7%	8,445	$1.6M
Heritage Financial Services, LLC	0.23%	Add +67.3%	8,437	$1.6M
Farmers & Merchants Investments Inc.	0.05%	Add +0.4%	8,382	$1.6M
Trilogy Capital Inc.	0.09%	Add +8.7%	8,354	$1.6M
Bleakley Financial Group, LLC	0.05%	Reduce -3.3%	8,352	$1.6M
Stonebridge Financial Planning Group, LLC	0.82%	Reduce -1.2%	8,305	$1.6M
Transcend Capital Advisors, LLC	0.12%	Add +326.9%	8,299	$1.6M
Eldridge Investment Advisors, Inc.	0.40%	Add +0.9%	8,264	$1.5M
Fonville Wealth Management LLC	0.68%	Reduce -1.2%	8,264	$1.5M
Wealthcare Advisory Partners LLC	0.05%	Add +20.0%	8,168	$1.5M
Carolinas Wealth Consulting LLC	0.30%	Add +17.6%	8,167	$1.5M
Ballentine Partners, LLC	0.03%	Reduce -6.3%	8,166	$1.5M
HighMark Wealth Management LLC	0.94%	Reduce -4.9%	8,152	$1.5M
Turtle Creek Wealth Advisors, LLC	0.37%	Reduce -0.2%	8,148	$1.5M
Rational Advisors, Inc.	0.14%	Reduce -27.3%	8,113	$1.5M
Hartline Investment Corp./	0.26%	New	8,038	$1.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.26%	Reduce -0.8%	8,038	$1.5M
VestGen Investment Management	0.45%	Add +68.1%	8,010	$1.5M
RCS Financial Planning, LLC	0.92%	New	8,003	$1.5M
Flputnam Investment Management Co.	0.03%	Add +260.9%	7,915	$1.5M
Connectus Wealth, LLC	0.04%	Reduce -11.4%	7,875	$1.5M
Gemmer Asset Management LLC	0.17%	Add +1.8%	7,857	$1.5M
LTG Capital LLC	1.25%	No change	7,832	$1.5M
Quadrant Capital Group LLC	0.12%	Add +17.5%	7,816	$1.5M
Bessemer Group Inc.	0.00%	Reduce -33.5%	7,809	$1.5M
Hilltop Holdings Inc.	0.16%	No change	7,796	$1.5M
Tiemann Investment Advisors, LLC	0.65%	Add +7.1%	7,782	$1.5M
HBK Sorce Advisory LLC	0.05%	Add +1.1%	7,772	$1.5M
Pinnacle Associates Ltd.	0.02%	Add +0.7%	7,744	$1.4M
Rathbones Group PLC	0.01%	No change	7,720	$1.4M
Waverly Advisors, LLC	0.03%	Add +82.1%	7,460	$1.4M
Awm Capital, LLC	0.23%	No change	7,447	$1.4M
Bristlecone Advisors, LLC	0.12%	Add +0.8%	7,438	$1.4M
Dynamic Advisor Solutions LLC	0.05%	Add +1.8%	7,436	$1.4M
Lowe Brockenbrough & Co. Inc.	0.09%	No change	7,408	$1.4M
Thomasville National Bank	0.11%	Reduce -1.2%	7,385	$1.4M
Commonwealth Retirement Investments LLC	0.66%	New	7,383	$1.4M
Twin Peaks Wealth Advisors, LLC	0.77%	New	7,382	$1.4M
Kennedy Investment Group, Inc.	0.74%	Reduce -0.6%	7,377	$1.4M
Magnolia Capital Management Ltd.	1.17%	Reduce -11.5%	7,365	$1.4M
SageView Advisory Group, LLC	0.07%	Add +5.5%	7,033	$1.4M
Catalyst Private Wealth, LLC	0.72%	Add +33.2%	7,329	$1.4M
White Pine Capital LLC	0.52%	Reduce -7.4%	7,639	$1.4M
O'shaughnessy Asset Management, LLC	0.02%	Add +16.5%	7,303	$1.4M
SOA Wealth Advisors, LLC.	0.28%	Reduce -4.5%	7,297	$1.4M
9258 Wealth Management, LLC	0.21%	Reduce -0.1%	7,293	$1.4M
Burkett Financial Services, LLC	0.70%	Reduce -18.1%	7,283	$1.4M
Quantinno Capital Management LP	0.03%	Reduce -9.8%	7,254	$1.4M
Private Wealth Management Group, LLC	0.61%	Reduce -5.2%	7,249	$1.4M
Glenmede Trust Co. NA	0.01%	No change	7,139	$1.3M
Stock Yards Bank & Trust Co.	0.04%	No change	7,136	$1.3M
DT Investment Partners, LLC	0.13%	Add +102.6%	7,108	$1.3M
International Assets Investment Management, LLC	0.14%	Add +10.8%	7,128	$1.3M
Diversified Portfolios, Inc.	0.19%	Reduce -1.9%	7,067	$1.3M
Silvercrest Asset Management Group LLC	0.01%	Reduce -7.8%	7,051	$1.3M
Clear Investment Research, LLC	1.76%	Reduce -1.5%	7,015	$1.3M
Watershed Private Wealth LLC	0.58%	Reduce -82.0%	7,011	$1.3M
Jaffetilchin Investment Partners, LLC	0.12%	Add +0.3%	6,968	$1.3M
TrinityBridge Ltd	0.05%	No change	6,958	$1.3M
Henrickson Nauta Wealth Advisors, Inc.	0.57%	Add +1.7%	7,093	$1.3M
Interchange Capital Partners, LLC	0.87%	New	6,861	$1.3M
Wedmont Private Capital	0.09%	Add +0.1%	6,961	$1.3M
Summit Financial, LLC	0.08%	Reduce -7.8%	6,859	$1.3M
Rothschild Investment LLC	0.09%	Add +0.3%	6,819	$1.3M
Smithbridge Asset Management Inc.	0.26%	Reduce -0.4%	6,726	$1.3M
Pallas Capital Advisors LLC	0.05%	Add +13.0%	6,709	$1.3M
Balboa Wealth Partners	0.40%	Add +1.1%	6,701	$1.3M
Crescent Grove Advisors, LLC	0.13%	Reduce -21.7%	6,696	$1.3M
Redwood Investment Management, LLC	0.12%	New	6,688	$1.2M
West Oak Capital, LLC	0.52%	Reduce -3.2%	6,595	$1.2M
WMS Partners, LLC	0.08%	Reduce -8.8%	6,568	$1.2M
Hilltop National Bank	0.41%	—	6,539	$1.2M
Iams Wealth Management, LLC	0.74%	Reduce -1.6%	6,786	$1.2M
Argent Advisors, Inc.	0.48%	Reduce -2.5%	6,511	$1.2M
Legacy Advisors, LLC	0.15%	Add +4.0%	6,482	$1.2M
Continuum Advisory, LLC	0.18%	Add +80.3%	6,577	$1.2M
Benjamin F. Edwards & Company, Inc.	0.02%	Add +339.5%	6,434	$1.2M
Texas Capital Bank Wealth Management Services Inc	0.13%	Reduce -45.2%	6,425	$1.2M
Coldstream Capital Management Inc.	0.03%	Add +26.6%	6,386	$1.2M
Cadinha & Co. LLC	0.20%	Add +0.1%	6,384	$1.2M
Westmount Partners, LLC	0.43%	Add +7.2%	6,369	$1.2M
BBR Partners, LLC	0.10%	No change	6,352	$1.2M
Cary Street Partners Investment Advisory LLC	0.05%	Add +3.3%	6,294	$1.2M
Montecito Bank & Trust	0.23%	Reduce -15.1%	6,263	$1.2M
Scotia Capital Inc.	0.01%	Add +29.6%	6,236	$1.2M
Connecticut Wealth Management, LLC	0.06%	Reduce -30.1%	6,231	$1.2M
Corundum Group, Inc.	0.56%	No change	6,163	$1.2M
King Wealth Management Group	0.20%	Add +3.1%	6,158	$1.1M
Fiduciary Trust Co	0.02%	Reduce -1.8%	6,123	$1.1M
Certified Advisory Corp	0.16%	Add +12.4%	6,117	$1.1M
17 Capital Partners, LLC	0.84%	Add +29.0%	6,099	$1.1M
Lakeridge Wealth Management LLC	0.74%	Add +29.0%	6,097	$1.1M
Schneider Downs Wealth Management Advisors, LP	0.26%	Reduce -2.7%	6,062	$1.1M
Dimension Capital Management LLC	0.22%	No change	6,030	$1.1M
Lindbrook Capital, LLC	0.11%	No change	6,022	$1.1M
Bridges Investment Management Inc.	0.04%	No change	6,001	$1.1M
Wealth Effects LLC	0.41%	No change	5,982	$1.1M
Windward Private Wealth Management Inc.	0.46%	Reduce -0.9%	5,964	$1.1M
Whitcomb & Hess, Inc.	0.36%	Reduce -9.7%	5,962	$1.1M
Raleigh Capital Management Inc.	0.48%	Add +672.7%	5,919	$1.1M
Beacon Financial Group	0.13%	Reduce -82.0%	5,917	$1.1M
Bremer Bank National Association	0.20%	New	5,816	$1.1M
Chapin Davis, Inc.	0.40%	Reduce -27.8%	5,812	$1.1M
Tarbox Family Office, Inc.	0.19%	Reduce -0.8%	5,771	$1.1M
PACK Private Wealth, LLC	0.67%	No change	5,680	$1.1M
Lodestar Private Asset Management LLC	0.15%	Add +2.3%	5,665	$1.1M
Boston Family Office LLC	0.08%	No change	5,632	$1.1M
Journey Strategic Wealth LLC	0.05%	Add +46.1%	5,623	$1.1M
Forum Private Client Group LLC	0.51%	Add +2.0%	5,614	$1.0M
Evanson Asset Management, LLC	0.08%	Add +0.0%	5,564	$1.0M
Country Club Bank	0.07%	Reduce -0.2%	5,554	$1.0M
First County Bank	0.51%	No change	5,548	$1.0M
Evensky & Katz LLC	0.07%	No change	5,513	$1.0M
Wedbush Securities Inc.	0.04%	Reduce -3.8%	5,440	$1.0M
Mill Creek Capital Advisors, LLC	0.03%	Reduce -1.8%	5,404	$1.0M
1ST Source Bank	0.06%	Reduce -1.8%	5,384	$1.0M
Azimuth Capital Investment Management LLC	0.04%	Reduce -1.3%	5,363	$1.0M
Monograph Wealth Advisors, LLC	0.15%	No change	5,315	$993K
Private Trust Co. NA	0.11%	Add +77.0%	5,312	$992K
Canopy Partners, LLC	0.48%	No change	5,296	$989K
National Wealth Management Group, LLC	0.77%	Reduce -3.2%	5,289	$988K
Vanguard Personalized Indexing Management, LLC	0.02%	Add +108.3%	5,288	$988K
Elm Partners Management LLC	0.08%	New	5,232	$977K
Sutton Place Investors LLC	0.48%	New	5,221	$975K
AQR Capital Management	0.00%	New	5,211	$973K
Benchmark Investment Advisors LLC	0.77%	Reduce -49.5%	5,194	$970K
BCU Wealth Advisors, LLC	0.82%	New	5,142	$961K
Wintrust Investments LLC	0.08%	Add +11.0%	5,116	$956K
Joel Isaacson & Co., LLC	0.05%	Add +8.1%	5,089	$951K
Sendero Wealth Management, LLC	0.16%	No change	5,073	$948K
Theory Financial LLC	0.48%	New	5,057	$945K
IPG Investment Advisors LLC	0.21%	Add +16.7%	5,057	$945K
Perennial Investment Advisors, LLC	0.14%	Add +52.7%	5,055	$944K
Professional Financial Advisors, LLC	0.27%	Add +9.4%	5,053	$944K
U.S. Capital Wealth Advisors, LLC	0.04%	New	5,043	$942K
Summit Asset Management, LLC	0.11%	Reduce -0.6%	5,042	$942K
MidAtlantic Capital Management, Inc.	0.82%	No change	5,008	$936K
Plante Moran Financial Advisors, LLC	0.10%	Add +8.3%	5,002	$934K
Noble Family Wealth, LLC	0.27%	No change	5,000	$934K
New England Private Wealth Advisors LLC	0.16%	Add +0.2%	5,007	$932K
Creative Financial Designs Inc.	0.09%	Add +2405.6%	4,911	$917K
Pinnacle Wealth Planning Services, Inc.	0.13%	Add +33.3%	4,910	$917K
JMG Financial Group, Ltd.	0.03%	Reduce -3.2%	4,874	$911K
LifePlan Investment Advisors, Inc.	0.72%	New	4,863	$908K
Integrated Investment Consultants, LLC	0.25%	Add +3.8%	4,858	$907K
Ancora Advisors LLC	0.02%	Add +10.8%	4,855	$907K
Centaurus Financial, Inc.	0.06%	Add +10.8%	4,846	$905K
CRA Financial Services, LLC	0.20%	Add +6.1%	4,844	$905K
Provenance Wealth Advisors, LLC	0.13%	Reduce -0.1%	4,839	$904K
Foguth Wealth Management, LLC.	0.48%	—	4,838	$904K
Fiduciary Alliance LLC	0.16%	Add +1.5%	4,836	$898K
Highview Capital Management LLC	0.40%	Reduce -0.2%	4,800	$897K
Vontobel Holding Ltd.	0.01%	No change	4,753	$888K
Napa Wealth Management	0.47%	Reduce -60.2%	4,733	$884K
Inspirion Wealth Advisors, LLC	0.14%	Add +0.3%	4,680	$874K
N.E.W. Advisory Services LLC	0.10%	Add +2.4%	4,655	$870K
Blankinship & Foster, LLC	0.23%	Reduce -0.4%	4,645	$868K
Venture Visionary Partners LLC	0.04%	Add +4.5%	4,617	$863K
First Command Advisory Services, Inc.	0.01%	Add +6.0%	4,606	$860K
TrueWealth Advisors, LLC	0.33%	Add +13.2%	4,593	$858K
Norway Savings Bank	0.36%	Reduce -6.1%	4,588	$857K
Sovereign Financial Group, Inc.	0.23%	New	4,579	$855K
Marino, Stram & Associates LLC	0.20%	Add +2.6%	4,567	$853K
MCF Advisors LLC	0.07%	No change	4,553	$851K
Resurgent Financial Advisors LLC	0.46%	Add +156.5%	4,548	$850K
Atlantic Edge Private Wealth Management, LLC	0.29%	No change	4,483	$837K
Glassman Wealth Services	0.17%	Reduce -0.1%	4,479	$837K
Mgo One Seven LLC	0.04%	Add +73.4%	4,474	$836K
McGlone Suttner Wealth Management, Inc.	0.16%	No change	4,472	$835K
Dentgroup LLC	0.69%	New	4,472	$835K
FSM Wealth Advisors, LLC	0.30%	No change	4,471	$835K
Curi Capital, LLC	0.02%	No change	4,418	$825K
Zhang Financial LLC	0.06%	Reduce -0.5%	4,411	$824K
MKT Advisors LLC	0.45%	Reduce -0.7%	4,500	$818K
TBH Global Asset Management, LLC	0.16%	Reduce -3.9%	4,371	$816K
S&co Inc.	0.06%	No change	4,350	$812K
Jane Street Group, LLC	0.00%	New	4,332	$809K
TMD Wealth Management, LLC	0.19%	Reduce -31.7%	4,304	$804K
Hoylecohen, LLC	0.06%	Add +0.0%	4,297	$803K
Prism Advisors, Inc.	0.24%	Reduce -11.8%	4,295	$802K
Absolute Capital Management, LLC	0.51%	New	4,292	$802K
Carl P. Sherr & Co., LLC	0.45%	Reduce -6.3%	4,286	$801K
Capital Square, LLC	0.56%	New	4,284	$800K
Wilmington Savings Fund Society, FSB	0.03%	—	4,215	$787K
Community Bank, N.A.	0.10%	No change	4,207	$786K
Laurel Wealth Advisors LLC	0.13%	Reduce -14.4%	4,201	$785K
Trust Co of the South	0.18%	No change	4,190	$783K
Matrix Private Capital Group LLC	0.53%	Add +0.2%	4,154	$776K
Capital Planning Advisors, LLC	0.14%	No change	4,148	$775K
Aspiriant, LLC	0.03%	Reduce -4.3%	4,138	$773K
CENTRAL TRUST Co	0.02%	No change	4,135	$772K
Capital Advisors Inc.	0.02%	Reduce -1.4%	4,117	$769K
Charles Schwab Trust Co	0.07%	Reduce -5.3%	4,113	$768K
NBT Bank, N.A.	0.06%	Add +2.3%	4,097	$765K
Murphy, Middleton, Hinkle & Parker, Inc.	0.44%	Add +3.9%	4,056	$758K
Personal Cfo Solutions, LLC	0.12%	Add +3.4%	4,040	$755K
Clarity Asset Management, Inc.	0.52%	Reduce -57.9%	4,039	$755K
Quadcap Wealth Management, LLC	0.17%	Add +12.1%	4,022	$751K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.18%	No change	4,000	$747K
First Western Trust Bank	0.03%	Reduce -2.8%	3,934	$735K
Chevy Chase Trust Holdings, LLC	0.00%	Reduce -14.8%	3,898	$728K
Hutchens & Kramer Investment Management Group, LLC	0.43%	New	3,910	$726K
Advus Financial Partners, LLC	0.22%	New	3,876	$724K
Whittier Trust Co. of Nevada Inc.	0.02%	No change	3,873	$724K
Signaturefd, LLC	0.02%	Add +2.4%	3,829	$715K
Veracity Capital LLC	0.28%	Add +27.5%	3,807	$711K
WR Wealth Planners, LLC	0.22%	New	3,789	$708K
Aspire Wealth Management Corp	0.43%	New	3,780	$706K
First Foundation Advisors	0.03%	Add +41.5%	3,751	$701K
HSBC Holdings PLC	0.00%	Reduce -70.8%	3,730	$697K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.02%	Reduce -13.9%	3,729	$697K
Smartleaf Asset Management LLC	0.13%	Add +0.9%	3,713	$691K
Parsons Capital Management Inc.	0.05%	Reduce -5.5%	3,684	$688K
Picton Mahoney Asset Management	0.03%	No change	3,660	$684K
InterOcean Capital Group, LLC	0.02%	No change	3,649	$682K
Processus Wealth & Capital Management, LLC	0.60%	Reduce -4.9%	3,644	$681K
CVA Family Office, LLC	0.12%	No change	3,627	$678K
Clarity Capital Advisors, LLC	0.54%	Add +0.5%	3,601	$673K
Catalina Capital Group, LLC	0.29%	New	3,597	$672K
Chilton Investment Co. Inc.	0.02%	No change	3,592	$671K
Frontier Asset Management, LLC	0.25%	Reduce -62.1%	3,590	$671K
Edgemoor Investment Advisors, Inc.	0.06%	No change	3,590	$671K
Priebe Wealth Holdings LLC	0.52%	Reduce -5.1%	3,585	$670K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.01%	Reduce -15.3%	3,694	$664K
Arq Wealth Advisors, LLC	0.29%	No change	3,546	$662K
Gallacher Capital Management LLC	0.34%	No change	3,541	$661K
Camelot Technology Advisors, Inc.	0.61%	Add +0.4%	3,497	$653K
Sage Private Wealth Group, LLC	0.52%	Reduce -17.1%	3,496	$653K
Flagship Private Wealth, LLC	0.42%	No change	3,483	$651K
Anderson Hoagland & Co.	0.07%	No change	3,565	$648K
American Trust	0.05%	Reduce -21.0%	3,461	$647K
NewEdge Wealth, LLC	0.01%	Add +13.9%	3,586	$643K
Kelman-Lazarov, Inc.	0.12%	No change	3,405	$636K
Embree Financial Group	0.12%	Add +7.0%	3,401	$635K
Linscomb Wealth, Inc.	0.03%	No change	3,400	$635K
Jackson, Grant Investment Advisers, Inc.	0.26%	Add +0.5%	3,362	$628K
Lynch & Associates	0.14%	Reduce -2.9%	3,356	$627K
Sandy Spring Bank	0.03%	Add +7.8%	3,354	$627K
Baker Tilly Wealth Management, LLC	0.11%	No change	3,338	$624K
Diversified Trust Co.	0.02%	Add +3.9%	3,335	$623K
Pacific Sage Partners, LLC	0.16%	Add +52.5%	3,330	$622K
C2C Wealth Management, LLC	0.62%	Reduce -4.0%	3,326	$621K
Capstone Wealth Management Group, LLC	0.44%	Add +0.6%	3,303	$617K
Campion Asset Management	0.47%	Reduce -11.9%	3,281	$613K
Pinnacle Financial Group, LLC / IL	0.27%	Add +1.8%	3,259	$609K
HUB Investment Partners, LLC	0.03%	Add +6.9%	3,244	$606K
Bromfield Sneider Wealth Advisors	0.37%	No change	3,222	$602K
Aaron Wealth Advisors LLC	0.09%	No change	3,220	$602K
Kingsview Wealth Management, LLC	0.02%	Add +32.3%	3,219	$601K
Cassaday & Co Wealth Management LLC	0.02%	Add +0.4%	3,211	$600K
Shulman DeMeo Asset Management LLC	0.16%	Add +0.4%	3,209	$600K
Independent Wealth Network Inc.	0.28%	Reduce -0.0%	3,201	$598K
Johnson Financial Group, Inc.	0.03%	Reduce -16.7%	3,201	$598K
WNY Asset Management, LLC	0.09%	No change	3,194	$597K
Gallagher Fiduciary Advisors, LLC	0.02%	Add +0.3%	3,192	$596K
Silver Oak Securities, Incorporated	0.09%	Add +41.4%	3,189	$596K
SVB Wealth LLC	0.01%	Reduce -2.6%	3,188	$596K
Ballentine Capital Advisors, Inc	0.33%	Reduce -2.9%	3,205	$595K
Key Financial Inc	0.15%	No change	3,175	$593K
PFG Investments, LLC	0.04%	Add +7.4%	3,167	$592K
Atlanta Consulting Group Advisors, LLC	0.20%	—	3,167	$592K
Legacy Capital Group California, Inc.	0.22%	Reduce -41.5%	3,159	$590K
Vanguard Group Inc.	0.00%	Add +62.9%	3,159	$590K
Seven Mile Advisory	0.45%	Reduce -0.3%	3,151	$589K
Klingman & Associates, LLC	0.04%	No change	3,128	$584K
Ritter Daniher Financial Advisory LLC / DE	0.19%	Reduce -6.6%	3,112	$581K
Trifecta Capital Advisors, LLC	0.14%	Reduce -8.9%	3,099	$579K
DAVENPORT & Co LLC	0.00%	Add +26.9%	3,093	$578K
Towerpoint Wealth, LLC	0.29%	Reduce -0.0%	3,079	$575K
Oarsman Capital, Inc.	0.14%	Add +4.7%	3,078	$575K
Claro Advisors Inc.	0.10%	Add +2.0%	3,033	$567K
Navalign, LLC	0.19%	Reduce -6.1%	3,030	$566K
Oxler Private Wealth LLC	0.22%	Add +0.3%	3,018	$564K
Disciplined Investments, LLC	0.31%	Add +7.5%	3,011	$562K
TCV Trust & Wealth Management, Inc.	0.05%	No change	2,988	$558K
Carnegie Investment Counsel	0.02%	Reduce -6.3%	2,985	$558K
Grey Street Capital, LLC	0.08%	New	2,981	$557K
Insight Advisors, LLC/ PA	0.11%	No change	2,978	$556K
Cardiff Park Advisors, LLC	0.05%	No change	2,973	$555K
Mather Group, Llc.	0.01%	Reduce -18.1%	3,191	$555K
Prio Wealth Limited Partnership	0.02%	Reduce -14.5%	2,968	$554K
Goelzer Investment Management, Inc.	0.03%	Reduce -25.9%	2,967	$554K
Qube Research & Technologies Ltd	0.00%	Reduce -3.0%	2,952	$551K
Citadel Advisors	0.00%	Reduce -63.8%	2,949	$551K
Atlas Brown,Inc.	0.20%	Reduce -1.6%	2,947	$550K
Founders Financial Securities LLC	0.06%	Add +24.1%	2,938	$549K
NorthCoast Asset Management LLC	0.01%	Add +32.3%	2,913	$544K
Evergreen Private Wealth LLC	0.27%	Reduce -1.5%	2,910	$544K
Colton Groome Financial Advisors, LLC	0.22%	Reduce -10.8%	2,910	$544K
Lake Street Advisors Group, LLC	0.03%	No change	2,910	$544K
Plancorp, LLC	0.02%	Add +2.8%	2,903	$542K
Cim, LLC	0.08%	Add +0.9%	2,880	$538K
Summit X, LLC	0.14%	Reduce -5.1%	2,872	$537K
Ritholtz Wealth Management	0.02%	Reduce -5.0%	2,868	$536K
Quent Capital, LLC	0.06%	No change	2,868	$536K
Annis Gardner Whiting Capital Advisors, LLC	0.19%	Add +338.5%	2,846	$532K
Moloney Securities Asset Management, LLC	0.08%	Add +2.1%	2,842	$531K
DBK Financial Counsel, LLC	0.56%	Reduce -13.1%	2,838	$530K
Guardian Asset Advisors, LLC	0.44%	New	2,837	$530K
Chicago Capital, LLC	0.02%	Add +9.8%	2,832	$529K
Worth Financial Advisory Group, LLC	0.37%	Add +0.2%	2,830	$529K
World Equity Group, Inc.	0.11%	New	2,816	$526K
Bank Ozk	0.23%	Add +21.5%	2,806	$524K
Stockman Wealth Management, Inc.	0.09%	No change	2,800	$523K
Aspire Private Capital, LLC	0.14%	New	2,759	$515K
Gradient Capital Advisors, LLC	0.19%	Add +2.5%	2,759	$515K
Grant/GrossMendelsohn, LLC	0.24%	No change	2,793	$515K
Etfidea, LLC	0.17%	Reduce -9.7%	2,745	$513K
PCA Investment Advisory Services Inc.	0.29%	Add +5.6%	2,732	$510K
Financial Partners Group, Inc	0.08%	Add +1.4%	2,710	$506K
Nordwand Advisors, LLC	0.20%	No change	2,700	$504K
Robinson Smith Wealth Advisors LLC	0.48%	No change	2,689	$502K
Wealthstar Advisors, LLC	0.17%	Reduce -4.7%	2,684	$501K
Novare Capital Management LLC	0.04%	Reduce -57.3%	2,660	$497K
Waterway Wealth Management, LLC	0.22%	New	2,622	$490K
Cooper Financial Group	0.08%	New	2,620	$489K
Spinnaker Trust	0.03%	No change	2,616	$489K
Beacon Financial Advisory LLC	0.24%	New	2,610	$488K
Cedar Brook Financial Partners, LLC	0.10%	Reduce -33.0%	2,601	$486K
Welch & Forbes LLC	0.01%	No change	2,600	$486K
CWS Financial Advisors, LLC	0.20%	Add +0.1%	2,590	$484K
Brown Miller Wealth Management, LLC	0.21%	No change	2,581	$482K
Hara Capital LLC	0.29%	No change	2,575	$481K
Executive Wealth Management, LLC	0.04%	Add +0.3%	2,584	$480K
Imprint Wealth LLC	0.12%	New	2,580	$479K
Stone Summit Wealth LLC	0.17%	No change	2,561	$478K
LJI Wealth Management, LLC	0.12%	Reduce -22.0%	2,559	$478K
Empower Advisory Group, LLC	0.00%	Add +19.4%	2,554	$477K
Investment Research & Advisory Group, Inc.	0.22%	No change	2,545	$475K
Ellevest, Inc.	0.03%	Add +0.0%	2,529	$472K
First National Trust Co	0.02%	Reduce -4.6%	2,512	$469K
OMNI 360 Wealth, Inc.	0.39%	New	2,503	$468K
High Net Worth Advisory Group LLC	0.15%	No change	2,500	$467K
Capital Investment Advisory Services, LLC	0.05%	Reduce -0.6%	2,488	$465K
New Republic Capital, LLC	0.29%	Add +104.5%	2,487	$465K
4J Wealth Management LLC	0.40%	Reduce -2.6%	2,474	$462K
Smith Chas P & Associates Pa Cpas	0.03%	No change	2,473	$462K
StoneX Group Inc.	0.04%	Reduce -46.2%	2,473	$462K
Almanack Investment Partners, LLC.	0.08%	Reduce -15.2%	2,447	$457K
Pine Valley Investments Ltd Liability Co	0.04%	Reduce -38.0%	2,445	$457K
Element Pointe Advisors, LLC	0.12%	No change	2,440	$456K
Weaver Consulting Group	0.17%	Reduce -8.3%	2,431	$454K
Blue Zone Wealth Advisors, LLC	0.16%	Add +1.8%	2,427	$453K
LexAurum Advisors, LLC	0.11%	New	2,422	$452K
Planning Center, Inc.	0.10%	Reduce -58.8%	2,420	$452K
Haverford Trust Co	0.00%	No change	2,408	$450K
Clayton Financial Group LLC	0.20%	New	2,407	$450K
Okabena Investment Services Inc.	0.15%	No change	2,400	$448K
Peterson Wealth Advisors, LLC	0.10%	Add +14.3%	2,396	$448K
Cabot Wealth Management Inc.	0.06%	Reduce -17.0%	2,396	$448K
Washington Trust Bank	0.04%	Add +18.2%	2,396	$448K
Apella Capital, LLC	0.02%	Add +97.6%	2,425	$447K
Confluence Wealth Services, Inc.	0.04%	Add +1.3%	2,391	$447K
Semmax Financial Advisors Inc.	0.15%	Add +202.0%	2,413	$444K
Harel Insurance Investments & Financial Services Ltd.	0.01%	No change	2,391	$443K
Regatta Capital Group, LLC	0.10%	No change	2,366	$442K
Visionary Wealth Advisors	0.03%	Add +1.0%	2,360	$441K
JT Stratford LLC	0.09%	New	2,358	$440K
Koesten, Hirschmann & Crabtree, INC.	0.28%	New	2,355	$440K
First Interstate Bank	0.03%	No change	2,351	$439K
Journey Advisory Group, LLC	0.05%	No change	2,349	$439K
Evergreen Capital Management LLC	0.02%	No change	2,342	$438K
Realta Investment Advisors	0.09%	Reduce -5.3%	2,333	$436K
Element Wealth, LLC	0.25%	Add +6.9%	2,330	$435K
Kraft, Davis & Associates, LLC	0.13%	No change	2,343	$431K
Aurora Private Wealth, Inc.	0.37%	Reduce -6.2%	2,306	$430K
National Bank of Canada	0.00%	Reduce -13.7%	2,333	$430K
Reynders McVeigh Capital Management, LLC	0.02%	Reduce -4.6%	2,283	$427K
One Charles Private Wealth Services, LLC	0.19%	No change	2,277	$425K
Union Savings Bank	0.22%	No change	2,243	$419K
KCM Investment Advisors LLC	0.02%	No change	2,238	$418K
Cassady Schiller Wealth Management, LLC	0.19%	Add +3.2%	2,236	$418K
EverSource Wealth Advisors, LLC	0.03%	Add +663.3%	2,328	$416K
Turim 21 Investimentos Ltda.	0.11%	No change	2,227	$416K
Dakota Wealth Management	0.01%	Add +27.2%	2,224	$415K
Aviso Wealth Management	0.26%	Add +2.1%	2,223	$415K
Jefferies Financial Group Inc.	0.01%	Reduce -78.7%	2,223	$415K
Altfest L J & Co. Inc.	0.06%	Reduce -5.7%	2,211	$413K
LongView Wealth Management	0.16%	Add +5.7%	2,210	$413K
Advisor Resource Council	0.17%	Reduce -80.9%	2,369	$412K
Larson Financial Group LLC	0.03%	Reduce -21.0%	2,190	$409K
Mosaic Financial Group, LLC	0.33%	—	2,181	$408K
HCR Wealth Advisors	0.06%	Add +0.2%	2,181	$407K
Cornell Pochily Investment Advisors, Inc.	0.16%	Add +10.1%	2,180	$407K
First National Bank & Trust Co. of Newtown	0.08%	No change	2,177	$407K
Bank of New Hampshire	0.11%	Reduce -22.9%	2,175	$406K
Colorado Capital Management, Inc.	0.23%	No change	2,134	$399K
Thrive Wealth Management, LLC	0.08%	Reduce -58.2%	2,133	$398K
Parkside Advisors LLC	0.10%	New	2,121	$396K
Integrity Wealth Solutions LLC	0.26%	Add +5.7%	2,118	$396K
Yousif Capital Management, LLC	0.00%	Reduce -60.8%	2,118	$396K
Prevail Innovative Wealth Advisors, LLC	0.15%	New	2,116	$395K
Center For Asset Management LLC	0.32%	Reduce -1.3%	2,110	$394K
Rainey & Randall Wealth Advisors Inc.	0.09%	Reduce -22.3%	2,143	$394K
Beverly Hills Private Wealth, LLC	0.09%	New	2,107	$394K
Sabal Trust CO	0.02%	No change	2,092	$391K
Triton Financial Group Inc	0.28%	No change	2,086	$390K
Conservest Capital Advisors, Inc.	0.04%	No change	2,080	$389K
Tyler-Stone Wealth Management	0.17%	No change	2,068	$386K
Deutsche Bank AG	0.00%	No change	2,067	$386K
IFG Advisors, LLC	0.10%	Add +0.1%	2,061	$385K
Mendel Money Management	0.18%	No change	2,055	$384K
Fisher Asset Management	0.00%	Add +41.4%	2,037	$381K
Compound Planning, Inc.	0.04%	New	2,037	$380K
BIP Wealth, LLC	0.03%	Reduce -7.3%	2,030	$379K
Enzi Wealth	0.18%	Add +0.6%	2,119	$376K
Interactive Financial Advisors, Inc.	0.21%	Reduce -88.6%	2,006	$375K
Nicolet Advisory Services, LLC	0.04%	No change	2,032	$374K
Blue Chip Partners, LLC	0.04%	Reduce -2.4%	2,003	$374K
Renaissance Technologies	0.00%	Reduce -86.7%	2,000	$374K
Gray Wealth Management Inc.	0.17%	No change	2,000	$374K
Sather Financial Group Inc	0.03%	New	1,998	$373K
Institute for Wealth Management, LLC.	0.05%	Reduce -7.9%	1,997	$373K
Ironwood Investment Counsel, LLC	0.07%	Add +2.6%	1,995	$373K
Millington Financial Advisors, LLC	0.27%	Reduce -0.3%	1,993	$372K
Lifeworks Advisors, LLC	0.10%	New	1,991	$372K
Freestone Capital Holdings, LLC	0.01%	Reduce -1.1%	1,989	$372K
1900 Wealth Management LLC	0.03%	Reduce -13.8%	1,982	$370K
Boston Financial Mangement LLC	0.01%	No change	1,969	$368K
Curtis Advisory Group, LLC	0.14%	No change	1,964	$367K
NTV Asset Management LLC	0.06%	Reduce -20.8%	1,960	$366K
SeaCrest Wealth Management, LLC	0.04%	Reduce -30.2%	1,954	$365K
Vident Advisory, LLC	0.01%	Add +67.6%	1,951	$365K
EWG Elevate Inc.	0.14%	Add +0.1%	1,951	$364K
Strategic Family Wealth Counselors, L.L.C.	0.14%	No change	1,941	$363K
Neuberger Berman Group LLC	0.00%	No change	1,940	$362K
Wilbanks Smith & Thomas Asset Management LLC	0.01%	Add +1.6%	1,938	$362K
Performance Wealth Partners, LLC	0.02%	No change	1,935	$361K
Bogart Wealth, LLC	0.02%	Reduce -14.5%	1,920	$359K
Moors & Cabot, Inc.	0.02%	Reduce -8.8%	1,918	$358K
BlueChip Wealth Advisors LLC	0.23%	No change	1,917	$358K
Affiance Financial, LLC	0.10%	No change	1,917	$358K
Baldwin Wealth Partners LLC	0.03%	Reduce -4.3%	1,917	$358K
Savvy Advisors, Inc.	0.21%	Add +31.0%	1,912	$357K
American Investment Services, Inc.	0.06%	Reduce -9.9%	1,907	$356K
Asset Dedication, LLC	0.03%	No change	1,895	$354K
GC Wealth Management RIA, LLC	0.07%	No change	1,888	$353K
ShoreHaven Wealth Partners, LLC	0.19%	No change	1,881	$351K
Creekmur Asset Management LLC	0.12%	Reduce -46.2%	1,878	$351K
TrinityPoint Wealth, LLC	0.06%	No change	1,878	$351K
Daymark Wealth Partners, LLC	0.02%	Reduce -5.1%	1,858	$347K
Hazlett, Burt & Watson, Inc.	0.21%	Reduce -18.9%	1,845	$345K
Partners in Financial Planning	0.08%	Add +43.8%	1,844	$345K
Oliver Lagore Vanvalin Investment Group	0.10%	Add +91750.0%	1,837	$343K
Old North State Trust, LLC	0.29%	—	1,837	$343K
Beacon Bridge Wealth Partners, LLC	0.16%	Add +30.1%	1,827	$341K
LGL Partners, LLC	0.06%	Add +0.4%	1,819	$340K
&partners	0.05%	New	1,815	$339K
Westshore Wealth, LLC	0.14%	Add +0.4%	1,807	$338K
Goodwin Investment Advisory	0.16%	Reduce -2.1%	1,806	$337K
CGN Advisors LLC	0.04%	No change	1,805	$337K
FWG Investments, LLC.	0.37%	New	1,803	$337K
Onyx Bridge Wealth Group LLC	0.06%	Add +0.1%	1,863	$336K
Sageworth Trust Co of South Dakota	0.52%	No change	1,796	$336K
Woodmont Investment Counsel LLC	0.03%	Reduce -0.6%	1,785	$333K
Aveo Capital Partners, LLC	0.04%	New	1,837	$331K
Newton One Investments LLC	0.15%	Add +0.5%	1,767	$330K
GDS Wealth Management	0.04%	Reduce -8.1%	1,764	$330K
Moneco Advisors, LLC	0.05%	Reduce -8.1%	1,760	$329K
Coordinated Financial Services, Inc.	0.29%	—	1,749	$327K
Evermay Wealth Management LLC	0.05%	Add +3.0%	1,740	$325K
Paradigm, Strategies in Wealth Management, LLC	0.20%	No change	1,730	$323K
Mitchell McLeod Pugh & Williams Inc.	0.08%	Reduce -0.8%	1,730	$323K
Arkos Global Advisors	0.05%	New	1,730	$323K
LCNB Corp.	0.12%	No change	1,720	$321K
ProVise Management Group, LLC	0.03%	Reduce -82.4%	1,719	$321K
Carmichael Hill & Associates, Inc.	0.13%	Reduce -4.8%	1,716	$321K
Guyasuta Investment Advisors Inc.	0.02%	No change	1,842	$320K
United Community Bank	0.12%	Reduce -6.0%	1,714	$320K
Francis Financial, Inc.	0.10%	No change	1,710	$319K
Triumph Capital Management	0.13%	New	1,714	$318K
HMS Capital Management, LLC	0.18%	Reduce -15.6%	1,702	$318K
Riverwater Partners LLC	0.23%	No change	1,695	$317K
Manchester Capital Management LLC	0.04%	No change	1,693	$316K
Bangor Savings Bank	0.03%	Reduce -1.8%	1,688	$315K
Select Asset Management & Trust	0.13%	Reduce -16.4%	1,687	$315K
Gerber Kawasaki Wealth & Investment Management	0.02%	Add +21.8%	1,685	$315K
Kovack Advisors, Inc.	0.04%	Add +44.3%	1,671	$312K
Pinnacle Wealth Management Advisory Group, LLC	0.03%	No change	1,665	$311K
Lanark Financial, Inc.	0.03%	Reduce -29.7%	1,612	$311K
Greenhouse Wealth Management, LLC	0.23%	No change	1,664	$311K
Semus Wealth Partners LLC	0.26%	New	1,655	$309K
Atlantic Union Bankshares Corp	0.03%	No change	1,653	$309K
Wealthquest Corp	0.03%	No change	1,651	$308K
Wimmer Associates 1, LLC	0.16%	No change	1,650	$308K
Middleton & Co. Inc.	0.04%	Add +20.0%	1,650	$308K
World Investment Advisors	0.04%	Reduce -21.5%	1,648	$308K
NorthRock Partners, LLC	0.01%	Add +451.2%	1,637	$306K
City Holding Co.	0.05%	No change	1,635	$305K
Flagship Harbor Advisors, LLC	0.02%	Add +3.2%	1,635	$305K
Quattro Financial Advisors LLC	0.09%	New	1,623	$303K
Alterna Wealth Management, Inc.	0.24%	New	1,604	$300K
Williams Jones Wealth Management, LLC.	0.00%	No change	1,604	$300K
Fairway Wealth LLC	0.20%	New	1,600	$299K
Aspen Grove Capital, LLC	0.08%	Reduce -0.1%	1,599	$299K
Winthrop Advisory Group LLC	0.04%	Add +0.2%	1,595	$298K
TCWP LLC	0.79%	New	1,595	$298K
Brown Wealth Management, LLC	0.12%	Add +0.3%	1,593	$298K
Baron Silver Stevens Financial Advisors, LLC	0.06%	New	1,583	$296K
Cottonwood Capital Advisors, LLC	0.23%	No change	1,653	$294K
Courage Miller Partners, LLC	0.10%	Reduce -0.1%	1,568	$293K
Unionview, LLC	0.24%	Add +0.5%	1,566	$292K
Stratos Investment Management, LLC	0.03%	New	1,554	$290K
CIC Wealth, LLC	0.08%	Add +0.3%	1,553	$290K
Western Financial Corp	0.18%	New	1,551	$290K
Capital Investment Advisors, LLC	0.01%	No change	1,540	$288K
Arkadios Wealth Advisors	0.02%	New	1,537	$287K
Parkside Financial Bank & Trust	0.05%	Add +1.1%	1,529	$286K
Sugarloaf Wealth Management, LLC	0.06%	Add +16.9%	1,526	$285K
Beaumont Financial Advisors, LLC	0.02%	Add +1.7%	1,520	$284K
Clark Capital Management Group, Inc.	0.00%	Add +6.2%	1,517	$283K
Caitlin John, LLC	0.21%	Reduce -10.7%	1,517	$283K
Horizon Family Wealth, Inc.	0.22%	Add +0.5%	1,510	$282K
WESPAC Advisors, LLC	0.16%	New	1,510	$282K
Legacy Edge Advisors, LLC	0.06%	New	1,510	$282K
FinTrust Capital Advisors, LLC	0.05%	Add +2406.7%	1,504	$281K
Monetary Management Group Inc.	0.08%	No change	1,500	$280K
Summitry LLC	0.01%	New	1,500	$280K
L & S Advisors Inc	0.04%	Add +1.0%	1,497	$280K
KRS Capital Management, LLC	0.23%	No change	1,495	$279K
Obsidian Cio, LLC	0.07%	Add +4.6%	1,490	$278K
PBMares Wealth Management LLC	0.07%	Add +0.1%	1,479	$276K
Brick & Kyle, Associates	0.12%	New	1,501	$276K
One Capital Management, LLC	0.01%	Reduce -5.1%	1,477	$276K
Breakwater Capital Group	0.07%	No change	1,476	$276K
LaSalle St. Investment Advisors, LLC	0.15%	Add +25.1%	1,549	$273K
Moody LYNN Lieberson & Walker, LLC	0.02%	Reduce -10.7%	1,461	$273K
First Citizens Financial Corp	0.16%	No change	1,446	$270K
Macroview Investment Management LLC	0.30%	Add +8.7%	1,443	$270K
Valley Wealth Managers, Inc.	0.02%	Add +39.9%	1,435	$268K
Fairview Capital Investment Management, LLC	0.01%	Reduce -3.0%	1,428	$267K
Parthenon LLC	0.03%	No change	1,422	$266K
Wealth Quarterback LLC	0.15%	Add +0.2%	1,418	$265K
Evolution Wealth Advisors, LLC	0.05%	No change	1,414	$264K
Beacon Financial Planning, Inc.	0.18%	Add +0.5%	1,411	$264K
Cambridge Financial Group, LLC	0.13%	No change	1,408	$263K
LFA - Lugano Financial Advisors SA	0.19%	New	1,400	$262K
Good Life Advisors, LLC	0.02%	Add +4.3%	1,396	$261K
Barrett & Company, Inc.	0.12%	No change	1,391	$260K
Chesapeake Wealth Management	0.09%	Reduce -5.0%	1,387	$259K
Cambridge Trust Co.	0.01%	Reduce -47.7%	1,384	$259K
Navis Wealth Advisors, LLC	0.31%	Reduce -9.1%	1,375	$257K
Hills Bank & Trust Co	0.02%	No change	1,364	$255K
Strategic Financial Partners, Ltd.	0.14%	Reduce -10.3%	1,355	$253K
West Branch Capital LLC	0.10%	No change	1,355	$253K
JTC Employer Solutions Trustee Ltd	0.02%	No change	1,353	$252K
Alexander Randolph Advisory, Inc.	0.22%	Add +11.3%	1,348	$252K
Romano Brothers and Company	0.03%	Add +0.1%	1,345	$251K
Capstone Investment Advisors, LLC	0.01%	Reduce -56.3%	1,335	$249K
Correct Capital Wealth Management	0.06%	No change	1,334	$249K
Appleton Partners Inc.	0.02%	Reduce -7.0%	1,323	$247K
Fee-Only Financial Planning, L.C.	0.17%	No change	1,317	$246K
XML Financial, LLC	0.03%	Add +0.1%	1,305	$244K
Single Point Partners, LLC	0.06%	No change	1,299	$243K
Vantage Financial Partners Ltd., Inc.	0.06%	No change	1,300	$243K
Garden State Investment Advisory Services LLC	0.09%	Reduce -1.8%	1,306	$243K
Grove Bank & Trust	0.04%	New	1,290	$241K
GeoWealth Management, LLC	0.01%	New	1,268	$237K
Planned Solutions, Inc.	0.12%	No change	1,267	$237K
Debussy Capital Management LP	0.07%	Reduce -10.6%	1,280	$236K
Fulton Bank, N.A.	0.01%	No change	1,258	$235K
Cora Capital Advisors LLC	0.13%	No change	1,257	$235K
Sage Financial Group Inc.	0.02%	Add +0.2%	1,251	$234K
PSI Advisors, LLC	0.08%	Reduce -3.8%	1,251	$234K
Total Clarity Wealth Management, Inc.	0.08%	New	1,245	$233K
Genesee Capital Advisors, LLC	0.13%	No change	1,240	$232K
Lion Street Advisors, LLC	0.09%	No change	1,332	$232K
HM Payson & Co.	0.00%	Add +4.0%	1,239	$231K
Mission Creek Capital Partners, Inc.	0.06%	Add +0.2%	1,225	$229K
McAdam, LLC	0.01%	No change	1,217	$227K
Trexquant Investment LP	0.00%	New	1,209	$226K
Fiducient Advisors LLC	0.04%	New	1,204	$225K
Syntegra Private Wealth Group, LLC	0.03%	New	1,202	$225K
Samalin Investment Counsel, LLC	0.11%	Reduce -45.0%	1,202	$225K
Investment Partners Asset Management, Inc.	0.20%	No change	1,200	$224K
Patten & Patten Inc.	0.02%	No change	1,200	$224K
Birch Hill Investment Advisors LLC	0.01%	No change	1,200	$224K
Fiduciary Group, LLC	0.02%	No change	1,195	$223K
Segment Wealth Management, LLC	0.02%	New	1,194	$223K
Fort Pitt Capital Group, LLC	0.01%	Reduce -9.9%	1,191	$222K
Portland Global Advisors LLC	0.03%	No change	1,189	$222K
Litman Gregory Wealth Management LLC	0.02%	New	1,184	$221K
Midwest Heritage Bank, FSB	0.12%	New	1,181	$221K
GAMMA Investing LLC	0.04%	Reduce -14.7%	1,180	$220K
TCTC Holdings, LLC	0.01%	No change	1,175	$220K
Founders Capital Management	0.15%	Reduce -7.5%	1,172	$219K
Covenant Partners, LLC	0.06%	Reduce -7.6%	1,164	$217K
Delta Investment Management, LLC	0.05%	Reduce -95.6%	1,161	$217K
RHS Financial, LLC	0.13%	New	1,159	$217K
Hyman Charles D	0.01%	New	1,150	$215K
Human Investing LLC	0.04%	New	1,149	$215K
Lazard Asset Management LLC	0.00%	No change	1,150	$214K
Truefg, LLC	0.08%	New	1,145	$214K
Private Portfolio Partners LLC	0.04%	New	1,142	$213K
Vaughan David Investments LLC	0.01%	Reduce -44.3%	1,139	$213K
Aprio Wealth Management, LLC	0.04%	New	1,138	$213K
TFB Advisors LLC	0.08%	New	1,191	$212K
Obsidian Personal Planning Solutions LLC	0.14%	New	1,161	$208K
180 Wealth Advisors, LLC	0.04%	New	1,111	$208K
ICA Group Wealth Management, LLC	0.04%	Add +334.6%	1,104	$206K
Clark Asset Management, LLC	0.06%	New	1,101	$206K
Mathes Company, Inc.	0.08%	New	1,100	$205K
Aviance Capital Partners, LLC	0.03%	New	1,090	$204K
Black Cypress Capital Management, LLC	0.19%	—	1,087	$203K
Sage Financial Management Group, Inc.	0.10%	New	1,084	$203K
Eubel Brady & Suttman Asset Management Inc.	0.03%	New	1,087	$203K
Trust Co. of Vermont	0.01%	No change	1,079	$202K
Stonehage Fleming Financial Services Holdings Ltd	0.01%	New	1,245	$189K
Mine & Arao Wealth Creation & Management, LLC.	0.09%	Add +0.1%	996	$186K
Elevation Wealth Partners, LLC	0.09%	Add +0.9%	974	$182K
Armstrong Advisory Group, Inc.	0.02%	No change	1,012	$176K
Webster Bank, N. A.	0.02%	No change	898	$168K
Mechanics Financial Corp	0.09%	No change	895	$167K
Hollencrest Capital Management	0.01%	No change	885	$165K
Gilliland Jeter Wealth Management LLC	0.06%	New	872	$163K
Founders Financial Alliance, LLC	0.05%	No change	859	$160K
Provident Wealth Management, LLC	0.06%	No change	852	$159K
Wiser Advisor Group LLC	0.23%	Add +3666.7%	791	$148K
Private Ocean, LLC	0.02%	No change	777	$145K
REAP Financial Group, LLC	0.04%	New	769	$144K
Raffa Wealth Management, LLC	0.04%	Add +0.5%	758	$142K
Atlantic Private Wealth, LLC	0.11%	Add +0.4%	734	$137K
Legacy Bridge, LLC	0.08%	Add +2.0%	728	$136K
Valley National Advisers Inc.	0.02%	Add +0.4%	711	$132K
Crewe Advisors LLC	0.02%	Add +5.6%	701	$131K
Colonial Trust Co / SC	0.02%	No change	684	$128K
City State Bank	0.06%	No change	676	$126K
LifeSteps Financial, Inc.	0.10%	New	673	$126K
LGT Financial Advisors LLC	0.15%	Add +27.3%	672	$126K
Tompkins Financial Corp.	0.01%	Add +8.1%	669	$125K
Beacon Capital Management, LLC	0.03%	Add +726.3%	661	$123K
Global Financial Private Client, LLC	0.05%	New	660	$123K
Security National Bank	0.02%	No change	650	$121K
Archer Investment Corp	0.04%	Add +4.4%	645	$121K
Mascoma Wealth Management LLC	0.03%	No change	638	$119K
Cape Investment Advisory, Inc.	0.05%	Add +291.2%	622	$116K
First PREMIER Bank	0.03%	No change	614	$115K
Kiely Wealth Advisory Group, Inc.	0.07%	No change	634	$115K
Householder Group Estate & Retirement Specialist, LLC	0.03%	No change	607	$113K
Advantage Trust Co	0.08%	No change	600	$112K
Criterion Capital Advisors, LLC	0.07%	New	589	$110K
Atticus Wealth Management, LLC	0.03%	Reduce -26.4%	551	$103K
Ballast Advisors LLC	0.03%	No change	547	$102K
Pittenger & Anderson Inc.	0.00%	No change	535	$100K
St Germain D J Co. Inc.	0.00%	Reduce -0.2%	501	$94K
Ameliora Wealth Management Ltd.	0.04%	No change	500	$93K
Westend Capital Management, LLC	0.04%	—	497	$93K
Retirement Group, LLC	0.03%	Reduce -6.6%	494	$92K
Cornerstone Planning Group LLC	0.03%	Add +16933.3%	511	$92K
Transcendent Capital Group LLC	0.05%	Add +0.8%	491	$92K
TD Capital Management LLC	0.01%	No change	477	$89K
Financial Perspectives, Inc	0.03%	Add +0.4%	472	$88K
GPS Wealth Strategies Group, LLC	0.01%	No change	464	$87K
WealthCollab, LLC	0.06%	No change	458	$86K
Optimum Investment Advisors	0.04%	No change	450	$84K
Syntrinsic LLC	0.03%	Add +0.5%	433	$81K
Tucker Asset Management LLC	0.02%	New	432	$81K
Cardinal Strategic Wealth Guidance	0.03%	New	420	$78K
Caldwell Trust Co	0.01%	No change	420	$78K
Ironwood Wealth Management, LLC.	0.03%	Add +87.3%	414	$77K
Rosenberg Matthew Hamilton	0.02%	No change	416	$77K
Register Financial Advisors LLC	0.04%	Add +60.2%	399	$75K
Sage Mountain Advisors LLC	0.01%	Add +0.3%	382	$71K
Kayne Anderson Rudnick Investment Management LLC	0.00%	Reduce -36.2%	379	$71K
Insight Inv LLC	0.06%	No change	376	$70K
Progressive Investment Management Corp	0.02%	No change	375	$70K
HHM Wealth Advisors, LLC	0.01%	Add +48.6%	367	$69K
CoreFirst Bank & Trust	0.04%	No change	355	$66K
IAG Wealth Partners, LLC	0.01%	No change	350	$65K
Bfsg, LLC	0.01%	Add +0.9%	347	$65K
Blue Bell Private Wealth Management, LLC	0.01%	No change	317	$59K
Western Pacific Wealth Management, LP	0.04%	Add +0.3%	301	$56K
Paladin Advisory Group, LLC	0.04%	No change	302	$56K
Rice Partnership, LLC	0.01%	No change	292	$55K
Avondale Wealth Management	0.04%	No change	290	$54K
FRG Family Wealth Advisors LLC	0.01%	New	302	$54K
First Manhattan Co. Llc.	0.00%	No change	288	$54K
JNBA Financial Advisors	0.01%	No change	287	$54K
Fernwood Investment Management, LLC	0.02%	New	282	$53K
Global Assets Advisory, LLC	0.03%	New	276	$51K
Cordgrass Capital Advisors, LLC	0.02%	No change	271	$51K
WASHINGTON TRUST Co	0.00%	Reduce -61.3%	268	$50K
PrairieView Partners, LLC	0.01%	No change	262	$49K
Balentine LLC	0.00%	No change	262	$49K
Palouse Capital Management, Inc.	0.03%	New	259	$48K
Knuff & Co LLC	0.02%	No change	256	$48K
Rise Advisors, LLC	0.02%	Add +0.4%	249	$47K
Avion Wealth	0.01%	Add +0.4%	235	$44K
McIlrath & Eck, LLC	0.01%	No change	225	$42K
Rain Capital Management, LLC	0.03%	Add +0.5%	225	$42K
Independence Bank of Kentucky	0.01%	No change	212	$40K
Cherry Tree Wealth Management, LLC	0.01%	No change	212	$40K
Brown, Lisle/Cummings, Inc.	0.01%	No change	211	$39K
Balefire, LLC	0.01%	No change	205	$38K
Duncker Streett & Co. Inc.	0.01%	No change	200	$37K
Wetzel Investment Advisors, Inc.	0.02%	No change	199	$35K
Addison Advisors LLC	0.01%	No change	186	$35K
Pension & Wealth Management Advisors, Inc.	0.02%	New	177	$33K
Oakworth Capital, Inc.	0.00%	No change	168	$31K
Peoples Bank	0.02%	No change	163	$30K
Concord Wealth Partners	0.01%	Reduce -55.4%	158	$30K
Northwest Investment Counselors, LLC	0.01%	New	156	$29K
Colony Family Offices, LLC	0.01%	No change	154	$29K
CarsonAllaria Wealth Management, Ltd.	0.02%	Add +289.5%	148	$28K
Dunhill Financial, LLC	0.02%	No change	143	$27K
Red Tortoise LLC	0.01%	Add +30.0%	143	$27K
Palisade Asset Management, LLC	0.00%	New	141	$26K
Grand Wealth Management, LLC	0.01%	No change	130	$24K
Guardian Wealth Advisors, LLC / NC	0.00%	No change	126	$24K
Vima LLC	0.03%	No change	155	$24K
Townsend Asset Management Corp. /NC/	0.01%	No change	123	$23K
Versant Capital Management, Inc	0.01%	No change	123	$23K
Vermillion & White Wealth Management Group, LLC	0.02%	New	121	$23K
Central Pacific Bank - Trust Division	0.00%	—	121	$22K
First Pacific Financial	0.01%	Reduce -30.4%	119	$22K
Financial Management Professionals, Inc.	0.00%	Add +34.1%	114	$21K
Colonial Trust Advisors	0.00%	Reduce -15.2%	112	$21K
Abound Wealth Management	0.01%	No change	112	$21K
Davis Capital Management	0.02%	No change	112	$21K
Frazier Financial Advisors, LLC	0.02%	No change	111	$21K
Coston, McIsaac & Partners	0.01%	No change	107	$19K
Fortis Group Advisors, LLC	0.00%	Reduce -50.0%	100	$19K
Quintet Private Bank (Europe) S.A.	0.00%	Reduce -13.0%	87	$19K
DB Fitzpatrick & Co, Inc	0.02%	No change	95	$18K
Hartford Financial Management Inc.	0.00%	No change	94	$18K
Indiana Trust & Investment Management Co	0.01%	No change	92	$17K
NewSquare Capital LLC	0.00%	Add +27.8%	92	$17K
Ruedi Wealth Management, Inc.	0.01%	No change	90	$17K
Janiczek Wealth Management, LLC	0.00%	Reduce -64.6%	87	$16K
Gradient Investments LLC	0.00%	Add +4.9%	86	$16K
Pin Oak Investment Advisors Inc.	0.02%	Reduce -32.0%	85	$16K
FSA Wealth Management LLC	0.01%	No change	80	$15K
DecisionPoint Financial, LLC	0.01%	No change	81	$15K
Studio Investment Management LLC	0.00%	No change	78	$15K
Toth Financial Advisory Corp.	0.00%	No change	71	$13K
Front Row Advisors LLC	0.00%	New	70	$13K
NFSG Corp	0.01%	Reduce -12.3%	64	$12K
Field & Main Bank	0.00%	No change	61	$11K
Peachtree Investment Partners, LLC	0.00%	No change	57	$11K
Activest Wealth Management	0.00%	No change	53	$10K
Nemes Rush Group LLC	0.00%	Add +100.0%	48	$9K
First United Bank & Trust	0.00%	No change	45	$8K
Eukles Asset Management	0.00%	No change	41	$8K
Voisard Asset Management Group, Inc.	0.00%	No change	37	$7K
Pacific Capital Wealth Advisors, Inc.	0.00%	No change	35	$7K
Hexagon Capital Partners LLC	0.00%	New	35	$7K
Resources Management Corp. /CT/	0.00%	No change	24	$4K
Iron Horse Wealth Management, LLC	0.00%	Reduce -13.0%	20	$4K
M&R Capital Management Inc.	0.00%	No change	20	$4K
Clean Yield Group	0.00%	New	18	$3K
Richard W. Paul & Associates, LLC	0.00%	No change	17	$3K
Islay Capital Management, LLC	0.00%	No change	14	$3K
Assetmark, Inc.	0.00%	New	14	$3K
Main Street Group, LTD	0.00%	No change	12	$2K
Russell Investments Group, Ltd.	0.00%	No change	4	$747

"% of holder's portfolio" is IVE's weight in each manager's 13F, not the share of iShares S&P 500 Value ETF the manager owns.