iShares S&P 500 Value ETFIVEETF

13F holders, Q2 2024 (June 30)

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

1,367holders +12

76new positions

76sold out

5famous investors

$181.59avg. 13F price*

At the end of Q2 2024, 1,367 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 12 from Q1 2024. 76 opened new positions and 76 sold out. The largest holders were JPMorgan Chase & Co. ($3.2B), Morgan Stanley ($2.3B) and Envestnet Asset Management Inc. ($2.3B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024

	Institutions	Total Value
New Positions	76	$133.0M
Exits	76	$279.4M

All 13F filers, Q1 2024 → Q2 2024: 5,587,376 shares bought and 4,273,538 shares sold, net +1,313,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,367 holders


JPMorgan Chase & Co.	0.28%	Reduce -0.7%	17,657,915	$3.2B
Morgan Stanley	0.17%	Add +1.5%	12,399,766	$2.3B
Envestnet Asset Management Inc.	0.79%	Add +3.5%	12,380,397	$2.3B
Bank of America Corp.	0.14%	Reduce -1.1%	7,724,599	$1.4B
Wells Fargo & Company	0.36%	Add +2.2%	7,676,743	$1.4B
Goldman Sachs Group Inc.	0.16%	Reduce -1.7%	4,574,969	$832.7M
LPL Financial LLC	0.39%	Add +4.9%	4,258,617	$775.1M
UBS Group AG	0.20%	Add +0.7%	3,532,581	$643.0M
Ameriprise Financial Inc.	0.12%	Add +0.6%	2,479,234	$451.0M
Stifel Financial Corp.	0.50%	Add +0.1%	2,427,692	$441.9M
PNC Financial Services Group, Inc.	0.22%	Add +6.0%	1,835,991	$334.2M
US Bancorp \de	0.39%	Add +1.4%	1,560,117	$284.0M
Cwm, LLC	1.26%	Reduce -2.0%	1,465,679	$266.8M
Envestnet Portfolio Solutions, Inc.	0.90%	Add +3.4%	1,424,716	$259.3M
Cetera Investment Advisers	0.59%	Reduce -0.4%	1,405,171	$255.8M
Royal Bank of Canada	0.06%	Add +4.0%	1,321,931	$240.6M
BlackRock Inc.	0.01%	Reduce -0.2%	1,256,404	$228.7M
Mariner, LLC	0.39%	Reduce -1.3%	1,112,452	$202.5M
Commonwealth Equity Services, LLC	0.30%	Reduce -2.3%	1,055,291	$192.1M
M&T Bank Corp	0.63%	Reduce -5.7%	1,013,721	$184.5M
Manufacturers Life Insurance Company, The	0.16%	Add +43.2%	918,220	$167.1M
Park Avenue Securities LLC	2.04%	Add +1.6%	917,118	$166.9M
Raymond James Financial Services Advisors, Inc.	0.22%	Add +0.4%	859,747	$156.5M
FMR LLC	0.01%	Reduce -0.6%	844,161	$153.6M
Raymond James & Associates	0.10%	Add +5.2%	820,957	$149.4M
MAI Capital Management	1.33%	Add +0.9%	741,507	$135.0M
MML Investors Services, LLC	0.51%	Reduce -0.1%	695,893	$126.7M
Cliftonlarsonallen Wealth Advisors, LLC	2.60%	Reduce -1.0%	665,680	$121.2M
Composition Wealth, LLC	2.89%	Add +3.7%	651,733	$118.6M
Janney Montgomery Scott LLC	0.36%	Add +3.1%	646,680	$117.7M
Focus Partners Wealth	0.40%	Add +114.1%	646,474	$117.7M
Lido Advisors, LLC	0.94%	Add +5.0%	624,680	$113.7M
Kestra Advisory Services, LLC	0.58%	Add +5.4%	580,557	$103.9M
HighTower Advisors, LLC	0.15%	Add +0.8%	518,957	$94.4M
Osaic Holdings, Inc.	0.22%	Reduce -10.7%	502,362	$91.5M
Charles Schwab Investment Management Inc.	0.02%	Reduce -4.9%	493,152	$89.8M
NorthCoast Asset Management LLC	0.74%	Add +16264.1%	476,687	$86.8M
Calamos Wealth Management LLC	4.67%	Add +0.6%	472,506	$86.0M
Rehmann Capital Advisory Group	6.09%	Add +8.0%	467,108	$85.0M
Sanctuary Advisors, LLC	0.60%	—	458,257	$82.6M
OneDigital Investment Advisors LLC	1.00%	Add +33.5%	439,577	$80.0M
Betterment LLC	0.21%	Reduce -2.4%	435,867	$79.3M
LVZ, Inc.	10.79%	Add +1.2%	434,818	$79.1M
Truist Financial Corp.	0.12%	Add +5.4%	429,478	$78.2M
Avantax Advisory Services, Inc.	0.54%	Add +169.1%	416,871	$75.9M
Foundations Investment Advisors, LLC	1.81%	Add +14.0%	408,708	$74.4M
Home Federal Bank of Tennessee	21.77%	Reduce -1.0%	393,145	$71.6M
Comerica Bank	0.29%	Reduce -0.9%	384,215	$69.9M
Bank of New York Mellon Corp	0.01%	Add +8.0%	375,751	$68.4M
United Capital Financial Advisors, LLC	0.57%	Reduce -2.4%	362,558	$66.0M
Cambridge Investment Research Advisors, Inc.	0.24%	Add +1.8%	356,938	$65.0M
Baird Financial Group, Inc.	0.13%	Reduce -5.0%	348,787	$63.5M
Praetorian Wealth Management, Inc.	15.47%	Add +3.7%	332,022	$60.4M
Moneta Group Investment Advisors LLC	0.96%	Reduce -1.0%	331,423	$60.3M
Valmark Advisers, Inc.	1.02%	Reduce -5.9%	329,276	$59.9M
Koss-Olinger Consulting, LLC	5.16%	New	307,140	$55.9M
NewEdge Advisors, LLC	0.40%	Add +21.8%	304,801	$55.5M
McKinley Carter Wealth Services, Inc.	3.52%	Reduce -35.6%	303,805	$55.3M
JB Capital LLC	3.46%	Add +7.9%	303,287	$55.2M
Amarillo National Bank	10.43%	Reduce -2.5%	301,307	$54.8M
Courier Capital LLC	4.22%	Reduce -1.7%	291,485	$53.1M
Bank of Montreal	0.02%	Reduce -15.0%	288,205	$52.9M
Financial Engines Advisors L.L.C.	0.12%	Add +12.2%	289,158	$52.6M
Fifth Third Bancorp	0.20%	Reduce -6.0%	288,589	$52.5M
Northwestern Mutual Wealth Management Co.	0.05%	Reduce -2.3%	283,305	$51.6M
Peninsula Wealth, LLC	9.34%	Add +41.9%	268,686	$50.0M
LPWM LLC	17.01%	Add +1.2%	271,122	$49.2M
Frank, Rimerman Advisors LLC	3.48%	No change	269,955	$49.1M
Rockefeller Capital Management L.P.	0.14%	Add +6.1%	267,168	$48.6M
Barclays PLC	0.02%	Reduce -17.1%	267,026	$48.6M
Phillips Financial Management, LLC	3.98%	Reduce -3.5%	264,915	$48.2M
Halpern Financial, Inc.	13.05%	Reduce -1.3%	260,974	$47.5M
Keybank National Association	0.19%	Reduce -1.2%	258,579	$47.1M
Probity Advisors, Inc.	9.72%	Reduce -0.4%	257,655	$46.9M
Salomon & Ludwin, LLC	4.76%	Reduce -24.8%	234,181	$42.6M
Strategic Point Investment Advisors, LLC	7.55%	Reduce -0.9%	231,539	$42.1M
Regions Financial Corp.	0.31%	Reduce -0.8%	221,466	$40.3M
Rwa Wealth Partners, LLC	0.53%	Reduce -5.8%	219,721	$40.0M
Smith Anglin Financial, LLC	4.01%	Reduce -9.6%	217,882	$39.7M
Baker Avenue Asset Management, LP	1.28%	Add +0.6%	206,570	$37.6M
Smith, Moore & Co.	3.85%	Add +3.4%	205,308	$37.4M
1834 Investment Advisors Co.	4.47%	Reduce -2.4%	203,897	$37.1M
Equitable Holdings, Inc.	0.39%	Add +7.1%	203,046	$37.0M
Berkshire Money Management, Inc.	4.48%	Add +1.6%	202,865	$36.9M
Quantitative Strategies, Inc.	20.24%	Reduce -5.0%	194,780	$35.5M
Thrivent Financial for Lutherans	0.07%	Add +23.1%	193,364	$35.2M
Atria Wealth Solutions, Inc.	0.39%	Add +0.0%	192,583	$35.1M
Platte River Wealth Advisors, LLC	9.49%	Add +1.3%	185,874	$33.8M
First Hawaiian Bank	1.13%	Reduce -31.2%	182,802	$33.3M
Foundation Wealth Management, LLC	24.98%	Add +4.4%	175,119	$31.9M
BNP Paribas Financial Markets	0.03%	Reduce -1.7%	173,973	$31.7M
North Star Investment Management Corp.	2.26%	Reduce -4.6%	169,462	$30.8M
CX Institutional	1.40%	Reduce -1.8%	163,306	$29.7M
Per Stirling Capital Management, LLC.	4.72%	Add +5.3%	161,075	$29.3M
Greenleaf Trust	0.28%	Reduce -4.4%	160,493	$29.2M
Spire Wealth Management	1.02%	Add +0.7%	158,840	$28.8M
Jones Financial Companies LLLP	0.03%	Add +12.0%	158,060	$28.8M
West Wealth Group, LLC	10.16%	Add +1.7%	157,929	$28.7M
Alera Investment Advisors, LLC	3.40%	Add +168.7%	155,474	$28.3M
Advocacy Wealth Management, LLC	2.33%	Add +11.8%	155,121	$28.2M
Transform Wealth, LLC	2.11%	Reduce -1.8%	154,656	$28.1M
Condor Capital Management	2.61%	Add +0.1%	150,113	$27.3M
Encompass Wealth Advisors, LLC	7.28%	Add +0.9%	149,836	$27.3M
Financial Life Advisors	11.00%	Reduce -0.9%	148,928	$27.1M
Northern Trust Corp.	0.00%	Add +11.2%	148,869	$27.1M
Cahill Financial Advisors Inc.	3.68%	Reduce -2.6%	147,656	$26.9M
Private Advisor Group, LLC	0.18%	Add +1.9%	144,116	$26.2M
Powell Investment Advisors, LLC	13.29%	Add +0.0%	140,932	$25.7M
JFS Wealth Advisors, LLC	1.92%	Reduce -1.3%	133,783	$24.3M
Citigroup Inc.	0.02%	Add +1.1%	131,334	$23.9M
AE Wealth Management LLC	0.24%	Reduce -13.1%	131,221	$23.9M
TD Waterhouse Canada Inc.	0.21%	Reduce -1.6%	130,961	$23.8M
Droms Strauss Advisors Inc. /Mo/	8.59%	Reduce -2.5%	130,433	$23.7M
Ameritas Investment Partners, Inc.	0.81%	Reduce -5.4%	129,829	$23.6M
Captrust Financial Advisors	0.07%	Reduce -4.5%	127,764	$23.3M
Atria Investments, Inc	0.30%	Reduce -6.2%	125,212	$22.8M
Austin Private Wealth, LLC	2.43%	Add +12.7%	123,992	$22.6M
MV Capital Management, Inc.	2.47%	Add +0.2%	120,859	$22.0M
Principal Securities, Inc.	0.60%	Add +0.3%	119,450	$21.7M
Lutz Financial Services LLC	1.89%	Reduce -0.8%	119,308	$21.7M
Quest Investment Management LLC	2.38%	No change	118,032	$21.5M
Pathstone Holdings, LLC	0.10%	Reduce -0.7%	117,886	$21.5M
DDFG, Inc	6.61%	Reduce -1.9%	117,632	$21.4M
Arax Advisory Partners	2.06%	Reduce -2.4%	116,308	$21.2M
Bokf, NA	0.38%	Add +3.0%	115,792	$21.1M
Ewa, LLC	8.71%	Reduce -7.3%	112,378	$21.0M
Creative Planning	0.02%	Reduce -2.3%	115,514	$21.0M
Allworth Financial LP	0.14%	Reduce -1.4%	111,974	$21.0M
Integrated Wealth Concepts LLC	0.28%	Add +168.1%	113,650	$20.7M
Nisa Investment Advisors, LLC	0.13%	New	113,000	$20.6M
Stratos Wealth Partners, LTD.	0.33%	Add +3.9%	112,482	$20.5M
Kwmg, LLC	2.21%	Reduce -0.7%	112,405	$20.5M
Independent Solutions Wealth Management, LLC	4.69%	Add +0.2%	112,334	$20.4M
Clearstead Advisors, LLC	0.35%	Add +4.0%	111,831	$20.4M
Sigma Planning Corp	0.64%	Reduce -6.4%	110,894	$20.2M
BOK Financial Private Wealth, Inc.	1.45%	Reduce -2.1%	109,863	$20.0M
ETF Portfolio Partners, Inc.	6.15%	Add +5.6%	107,963	$19.7M
Banco Santander, S.A.	0.24%	Add +0.7%	106,852	$19.4M
Durante & Waters, LLC	17.28%	Reduce -4.6%	106,666	$19.4M
JSF Financial, LLC	5.91%	Add +2.0%	106,055	$19.3M
Choreo, LLC	0.32%	Add +56.7%	106,084	$19.2M
Mma Asset Management LLC	8.99%	Add +2.4%	105,431	$19.2M
Ironwood Financial, llc	4.21%	Add +0.2%	103,184	$18.8M
Saiph Capital, LLC	8.36%	Add +1.9%	102,955	$18.7M
TD Private Client Wealth LLC	0.59%	Reduce -9.0%	102,174	$18.6M
GHP Investment Advisors, Inc.	0.93%	Reduce -1.0%	101,950	$18.6M
Peapack Gladstone Financial Corp.	0.28%	Reduce -0.1%	101,298	$18.4M
Mesirow Financial Investment Management, Inc.	0.41%	Add +0.5%	99,305	$18.1M
Cullen/Frost Bankers, Inc.	0.25%	Add +1.5%	96,226	$17.5M
Kestra Investment Management, LLC	1.17%	—	94,629	$17.2M
Gladstone Institutional Advisory LLC	0.89%	Add +0.5%	94,218	$17.1M
SilverOak Wealth Management LLC	4.12%	Reduce -0.7%	94,156	$17.1M
Mercer Global Advisors Inc.	0.05%	Add +4.8%	94,148	$17.1M
Global Retirement Partners, LLC	0.53%	Add +15.8%	92,632	$16.9M
Prudential Financial Inc.	0.03%	Reduce -10.8%	92,281	$16.8M
Narwhal Capital Management	1.56%	Reduce -0.2%	90,402	$16.5M
Icon Wealth Advisors, LLC	1.45%	Add +5.8%	85,477	$16.3M
First Merchants Corp.	0.66%	Reduce -2.2%	89,498	$16.3M
WealthPLAN Partners, LLC	1.74%	Add +3.3%	89,063	$16.2M
Patriot Financial Group Insurance Agency, LLC	2.38%	Add +6.8%	88,780	$16.2M
Matthew Goff Investment Advisor, LLC	3.29%	Add +2.6%	88,504	$16.1M
Wealth Alliance, LLC	2.07%	Add +1.7%	88,108	$16.0M
Corebridge Financial, Inc.	0.09%	—	87,600	$15.9M
Waverly Advisors, LLC	0.31%	Add +1058.4%	86,418	$15.7M
Savant Capital, LLC	0.16%	Reduce -3.2%	86,395	$15.7M
Greenup Street Wealth Management LLC	3.69%	Reduce -24.4%	86,081	$15.7M
Invst, LLC	1.72%	Add +20.6%	86,106	$15.6M
Wealth Enhancement Advisory Services, LLC	0.04%	Add +5.9%	84,652	$15.4M
Beacon Pointe Advisors, LLC	0.18%	Reduce -1.9%	84,237	$15.3M
Callan Family Office, LLC	2.86%	Add +5.5%	81,854	$14.9M
Prosperity Planning, Inc.	5.09%	Reduce -7.0%	81,404	$14.8M
Alesco Advisors, LLC, An ESL Co	0.48%	Reduce -3.0%	80,912	$14.7M
Amundi	0.01%	Reduce -55.3%	80,400	$14.6M
RTD Financial Advisors, Inc.	1.95%	Reduce -3.3%	79,652	$14.5M
CreativeOne Wealth, LLC	0.73%	Reduce -29.2%	79,411	$14.5M
FineMark National Bank & Trust	0.52%	Reduce -1.1%	77,932	$14.2M
Modera Wealth Management, LLC	0.21%	Add +4.4%	77,633	$14.1M
Pettinga Financial Advisors LLC	3.50%	Add +8.0%	76,646	$14.0M
UMB Bank, n.a.	0.23%	Reduce -3.8%	76,487	$13.9M
Brass Tax Wealth Management, Inc.	2.70%	Reduce -0.8%	75,687	$13.8M
High Falls Advisors, Inc	3.29%	Add +3.1%	74,353	$13.5M
Sharkey, Howes & Javer	2.17%	Add +4.9%	73,947	$13.5M
Brookstone Capital Management	0.22%	Add +1.8%	69,956	$13.3M
KMG Fiduciary Partners, LLC	1.31%	Add +0.2%	72,959	$13.3M
Ironwood Wealth Management, Inc.	6.69%	Add +0.3%	71,497	$13.2M
SteelPeak Wealth, LLC	0.62%	Add +7.2%	72,407	$13.2M
Blue Trust, Inc.	0.18%	Add +0.1%	70,445	$13.2M
Trustmark Bank Trust Department	1.06%	No change	72,250	$13.2M
Stokes Family Office, LLC	1.54%	Add +0.1%	72,209	$13.1M
Trust Point Inc.	1.04%	Reduce -0.1%	71,520	$13.0M
Cerity Partners LLC	0.04%	Reduce -11.3%	71,139	$12.9M
Federation des caisses Desjardins du Quebec	0.07%	Add +2.9%	70,509	$12.8M
Financial Advocates Investment Management	0.79%	Reduce -10.5%	70,157	$12.8M
Stone House Investment Management, LLC	3.30%	Add +6.1%	69,778	$12.7M
Horst & Graben Wealth Management LLC	2.36%	Add +1.1%	67,860	$12.4M
Occidental Asset Management, LLC	2.16%	Reduce -16.6%	67,682	$12.3M
Citizens Financial Group Inc.	0.27%	Reduce -0.3%	67,559	$12.3M
Laird Norton Wetherby Wealth Management, LLC	0.58%	Reduce -0.2%	67,356	$12.3M
B. Riley Wealth Advisors, Inc.	0.31%	Add +47.5%	66,884	$12.2M
Merit Financial Group, LLC	0.27%	Add +5.6%	66,635	$12.1M
Farther Finance Advisors, LLC	0.59%	Add +29.1%	66,949	$12.1M
Spectrum Wealth Counsel, LLC	1.52%	Add +585.0%	66,011	$12.0M
BKM Wealth Management, LLC	5.78%	Add +3.3%	65,985	$12.0M
Cosner Financial Group, LLC	8.33%	Add +7.0%	64,694	$11.8M
Avitas Wealth Management LLC	1.71%	Add +0.0%	64,131	$11.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	1.29%	Add +24.4%	64,058	$11.7M
Graypoint LLC	0.79%	Add +6.4%	62,909	$11.5M
J.W. Cole Advisors, Inc.	0.54%	Reduce -1.5%	62,874	$11.4M
Bank Pictet & Cie (Europe) AG	0.28%	Reduce -4.4%	62,810	$11.4M
Traynor Capital Management, Inc.	0.97%	Reduce -5.0%	62,740	$11.4M
Kestra Private Wealth Services, LLC	0.23%	Add +20.0%	62,565	$11.4M
Astoria Strategic Wealth, Inc.	3.50%	Add +2.7%	62,246	$11.3M
Guardian Wealth Advisors, LLC	7.20%	Reduce -2.1%	60,827	$11.1M
Robertson Stephens Wealth Management, LLC	0.57%	Add +2.9%	59,925	$10.9M
Orion Porfolio Solutions, LLC	0.12%	Add +8.6%	59,872	$10.9M
Orion Portfolio Solutions, LLC	0.12%	Add +8.6%	59,872	$10.9M
Broadview Financial Management, LLC	7.83%	Add +1.1%	59,051	$10.7M
Guidance Point Advisors, LLC	3.48%	Add +10.6%	58,676	$10.7M
Sierra Capital LLC	1.42%	Reduce -14.1%	58,407	$10.6M
Perigon Wealth Management, LLC	0.31%	Add +9.8%	58,382	$10.6M
Signature Wealth Management Partners, LLC	8.07%	Add +5.1%	58,360	$10.6M
Associated Banc-Corp	0.33%	Add +0.1%	57,934	$10.5M
Mutual Advisors, LLC	0.32%	Add +10.1%	55,431	$10.5M
Buckingham Strategic Wealth, LLC	0.11%	Reduce -2.5%	57,392	$10.4M
Liberty Wealth Management LLC	1.86%	Add +618.4%	411,954	$10.2M
Alternative Investment Advisors, LLC.	5.77%	Add +0.6%	55,500	$10.1M
Parallel Advisors, LLC	0.26%	Add +11.9%	55,123	$10.0M
Cresset Asset Management, LLC	0.04%	Reduce -4.0%	54,704	$10.0M
Detalus Advisors, LLC	3.39%	Reduce -7.0%	54,332	$9.9M
Financial Enhancement Group LLC	1.59%	Add +0.2%	52,117	$9.9M
Physician Wealth Advisors, Inc.	1.82%	Add +6.7%	52,079	$9.9M
Acropolis Investment Management, LLC	0.62%	Add +0.7%	53,850	$9.8M
Instrumental Wealth, LLC	10.12%	Add +7.3%	52,387	$9.8M
Steward Partners Investment Advisory, LLC	0.10%	Add +3.3%	53,736	$9.8M
Arlington Trust Co LLC	2.30%	Add +0.8%	53,683	$9.8M
First Horizon Advisors, Inc.	0.30%	Add +16.6%	53,677	$9.8M
Asset Management Group, Inc.	1.47%	Add +0.4%	53,231	$9.7M
Keystone Financial Services	4.00%	Add +3.6%	53,044	$9.7M
Bank of Stockton	3.04%	Reduce -12.8%	52,653	$9.6M
Michelson Medical Research Foundation, Inc.	8.12%	No change	51,905	$9.4M
Security Financial Services, INC.	2.04%	Add +5.5%	51,594	$9.4M
Ieq Capital, LLC	0.13%	Add +0.8%	51,419	$9.4M
One Wealth Advisors, LLC	2.00%	Add +6.1%	50,146	$9.3M
Advisory Services Network, LLC	0.19%	Add +42.9%	51,123	$9.3M
Efficient Advisors, LLC	0.60%	Reduce -16.7%	50,819	$9.2M
LBMC Investment Advisors, LLC	0.80%	Reduce -8.3%	50,593	$9.2M
Capital Analysts, LLC	0.41%	Add +12.8%	50,434	$9.2M
Concourse Financial Group Securities, Inc.	0.57%	Reduce -0.4%	49,760	$9.1M
Pinnacle Financial Partners Inc	0.19%	Reduce -5.4%	48,310	$8.8M
Western Wealth Management, LLC	0.65%	Add +1.2%	48,027	$8.7M
Scissortail Wealth Management, LLC	2.22%	Add +0.7%	47,811	$8.7M
HB Wealth Management, LLC	0.10%	Add +0.5%	47,703	$8.7M
FAS Wealth Partners, Inc.	0.74%	Add +0.5%	47,276	$8.6M
Harbour Investments, Inc.	0.28%	Add +6.0%	45,562	$8.3M
Csenge Advisory Group	0.47%	Reduce -0.4%	45,225	$8.2M
LMG Wealth Partners, LLC	2.04%	Add +0.9%	45,039	$8.2M
Rodgers & Associates, LTD	1.04%	Reduce -1.1%	44,549	$8.1M
Focus Financial Network, Inc.	0.34%	Add +3.6%	42,257	$8.0M
Ehrlich Financial Group	6.27%	Add +24.8%	43,627	$7.9M
Avidian Wealth Enterprises, LLC	0.38%	Reduce -6.6%	43,137	$7.9M
Great Valley Advisor Group, Inc.	0.22%	Reduce -0.5%	42,693	$7.8M
TSA Wealth Managment LLC	3.27%	Reduce -3.4%	42,140	$7.7M
Geneos Wealth Management Inc.	0.34%	Reduce -0.5%	41,869	$7.6M
Corient Private Wealth LP	0.01%	Add +9.0%	41,679	$7.6M
Concurrent Investment Advisors, LLC	0.24%	Reduce -60.0%	40,692	$7.4M
PAX Financial Group, LLC	1.43%	Add +1.9%	40,246	$7.3M
Bradley Foster & Sargent Inc.	0.13%	Reduce -2.5%	40,211	$7.3M
Centerpoint Advisors, LLC	2.63%	Reduce -7.7%	40,094	$7.3M
IHT Wealth Management, LLC	0.27%	Reduce -5.9%	39,809	$7.2M
Sei Investments Co.	0.01%	Reduce -0.7%	39,744	$7.2M
Opal Wealth Advisors, LLC	2.32%	Reduce -3.6%	39,729	$7.2M
Cypress Wealth Services, LLC	1.61%	Add +10.5%	39,718	$7.2M
Capital Advisors, Ltd. LLC	0.94%	Add +5.5%	39,655	$7.2M
Exencial Wealth Advisors, LLC	0.27%	Reduce -0.5%	39,602	$7.2M
United Asset Strategies, Inc.	0.71%	Add +0.1%	39,571	$7.2M
Soltis Investment Advisors LLC	0.76%	Add +2.6%	39,471	$7.2M
Nvest Financial, LLC	4.40%	Add +0.4%	39,310	$7.2M
Sunbelt Securities, Inc.	0.73%	Add +3.7%	38,990	$7.1M
Forte Asset Management LLC	4.18%	Add +53.4%	38,905	$7.1M
TNF LLC	2.61%	Add +13.2%	37,924	$7.1M
First Heartland Consultants, Inc.	0.70%	Reduce -17.2%	38,743	$7.1M
Pacific Financial Group Inc.	4.99%	Reduce -2.6%	38,724	$7.0M
EP Wealth Advisors, LLC	0.07%	Reduce -4.4%	38,668	$7.0M
Blair William & Co.	0.02%	Add +8.6%	38,248	$7.0M
Alliancebernstein L.P.	0.00%	Reduce -0.1%	37,999	$6.9M
Florin Court Capital LLP	9.49%	Reduce -46.6%	37,900	$6.9M
Ascent Group, LLC	0.56%	Add +28.4%	37,586	$6.8M
Pure Financial Advisors, LLC	0.19%	Reduce -1.2%	37,413	$6.8M
ONE Advisory Partners, LLC	3.12%	Add +4.2%	37,158	$6.8M
WealthShield Partners, LLC	1.02%	Add +2.8%	36,724	$6.7M
Heck Capital Advisors, LLC	0.83%	Add +20.4%	36,693	$6.7M
Snowden Capital Advisors LLC	0.20%	Add +9.0%	36,615	$6.7M
Daymark Wealth Partners, LLC	0.30%	Add +1857.5%	36,370	$6.6M
Blue Edge Capital, LLC	1.09%	Reduce -4.5%	36,316	$6.6M
Stratos Wealth Advisors, LLC	0.32%	Add +5.3%	35,916	$6.5M
Arcadia Investment Advisors LLC	3.71%	Reduce -45.0%	35,915	$6.5M
Avestar Capital, LLC	0.72%	Reduce -5.4%	35,835	$6.5M
BBJS Financial Advisors, LLC	2.43%	Add +0.1%	35,784	$6.5M
Tidemark, LLC	2.98%	Add +82.8%	35,635	$6.5M
Forvis Mazars Wealth Advisors, LLC	0.16%	Reduce -16.7%	35,560	$6.5M
Sepio Capital, LP	0.59%	Reduce -44.0%	35,184	$6.4M
Stonegate Investment Group, LLC	0.18%	No change	35,094	$6.4M
Fifth Third Securities, Inc.	0.59%	Add +19.1%	34,975	$6.4M
Vicus Capital	0.57%	Reduce -2.1%	34,890	$6.4M
YHB Investment Advisors, Inc.	0.54%	Add +0.5%	34,769	$6.3M
Willis Johnson & Associates, Inc.	0.52%	Reduce -1.1%	34,543	$6.3M
Trek Financial, LLC	0.50%	Reduce -1.4%	34,272	$6.2M
Prime Capital Investment Advisors, LLC	0.09%	Reduce -12.1%	33,512	$6.1M
Eq LLC	3.61%	Add +4.0%	33,144	$6.0M
Nicolet Bankshares Inc.	1.26%	No change	33,016	$6.0M
Quadrant Private Wealth Management, LLC	1.35%	Add +10.7%	32,397	$5.9M
Spotlight Asset Group, Inc.	4.10%	Reduce -1.3%	32,275	$5.9M
RKL Wealth Management LLC	0.56%	Reduce -3.1%	32,032	$5.8M
&partners	0.25%	Add +1654.7%	31,847	$5.8M
Tortoise Investment Management, LLC	0.66%	Reduce -0.8%	31,686	$5.8M
Kelly Financial Services LLC	2.04%	Add +5.8%	31,377	$5.7M
Rothschild Wealth LLC	1.83%	Add +10.3%	31,005	$5.6M
Sterling Investment Advisors LLC	3.44%	Reduce -5.5%	30,941	$5.6M
Wealthspire Advisors, LLC	0.07%	Add +0.1%	30,819	$5.6M
RFG Advisory, LLC	0.18%	Add +1.2%	30,586	$5.6M
Susquehanna International Group, LLP	0.01%	Add +125.6%	30,232	$5.5M
Sapient Capital LLC	0.11%	Reduce -0.0%	30,130	$5.5M
Avid Wealth Partners LLC	4.22%	Add +5.6%	29,841	$5.4M
Wescott Financial Advisory Group, LLC	0.63%	Add +14.9%	29,757	$5.4M
Brown Advisory Inc.	0.01%	Reduce -4.8%	29,729	$5.4M
Pathway Financial Advisors LLC	1.45%	Reduce -0.4%	29,512	$5.4M
CFS Investment Advisory Services, LLC	0.43%	New	29,476	$5.4M
Natixis Advisors, LLC	0.01%	Add +16.0%	28,672	$5.2M
Bay Harbor Wealth Management, LLC	1.81%	Add +1.3%	28,542	$5.2M
IFP Advisors, Inc	0.21%	Add +7.3%	28,498	$5.2M
Keebeck Wealth Management	0.76%	Add +2.5%	28,434	$5.2M
Financial Synergies Wealth Advisors, Inc.	0.70%	Reduce -0.3%	28,385	$5.2M
Old Mission Investment Co LLC	1.67%	Reduce -0.1%	28,194	$5.1M
Apollon Wealth Management, LLC	0.16%	Add +3.6%	28,062	$5.1M
Regal Investment Advisors LLC	0.34%	Add +3.7%	28,000	$5.1M
Apeiron RIA LLC	1.56%	Add +3.4%	27,902	$5.1M
Townsquare Capital LLC	0.07%	Reduce -41.4%	27,787	$5.1M
Lansing Street Advisors	2.08%	Reduce -0.8%	27,465	$5.0M
D. E. Shaw & Co.	0.01%	New	27,331	$5.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	1.29%	Add +583.0%	27,319	$5.0M
O'Connor Financial Group LLC	2.87%	Reduce -1.4%	27,114	$4.9M
Partners Capital Investment Group, LLP	0.08%	Add +100.9%	27,030	$4.9M
Mayflower Financial Advisors, LLC	0.80%	Add +8.9%	26,725	$4.9M
Swmg, LLC	2.16%	Add +4.3%	26,669	$4.9M
Bartlett & Co. Wealth Management LLC	0.07%	Reduce -13.1%	26,356	$4.8M
W Advisors, LLC	3.13%	Add +1.9%	26,227	$4.8M
Dorsey & Whitney Trust CO LLC	0.33%	Add +33.7%	25,940	$4.7M
Ausdal Financial Partners, Inc.	0.50%	New	25,529	$4.6M
Hancock Whitney Corp.	0.16%	Reduce -11.8%	25,519	$4.6M
Peoples Bank	2.40%	Add +5.6%	25,424	$4.6M
Hilltop Wealth Advisors, LLC	2.31%	Reduce -1.7%	25,315	$4.6M
First Trust Advisors LP	0.00%	Add +1.4%	25,100	$4.6M
Vertex Planning Partners, LLC	1.18%	Add +25.2%	25,030	$4.6M
WCG Wealth Advisors LLC	0.34%	New	24,918	$4.5M
Charter Oak Capital Management, LLC	0.47%	Reduce -5.8%	24,799	$4.5M
Resolute Wealth Strategies, LLC	2.60%	Reduce -0.4%	24,772	$4.5M
LYNX Capital Group Ltd.	3.12%	Add +4.6%	24,757	$4.5M
Cranbrook Wealth Management, LLC	1.11%	Add +0.7%	24,679	$4.5M
Franklin Resources Inc.	0.00%	Add +6.2%	24,575	$4.5M
Simplicity Wealth,LLC	0.10%	Add +6.4%	24,467	$4.5M
Nations Financial Group Inc, /Ia/	0.36%	Add +27.5%	24,218	$4.4M
CIBC Private Wealth Group LLC	0.01%	Reduce -0.4%	24,196	$4.4M
Sterling Financial Planning, Inc.	1.78%	Reduce -2.4%	24,139	$4.4M
Acas, LLC	3.82%	Reduce -6.7%	22,997	$4.4M
Investment Partners, LTD.	1.96%	Reduce -0.1%	23,916	$4.4M
SCS Capital Management LLC	0.09%	Reduce -17.9%	23,821	$4.3M
Glen Eagle Advisors, LLC	0.79%	Reduce -1.0%	23,793	$4.3M
Davis Selected Advisers	0.03%	New	23,681	$4.3M
Evercore Wealth Management, LLC	0.07%	Reduce -0.8%	23,674	$4.3M
Chicago Partners Investment Group LLC	0.17%	Reduce -6.2%	22,613	$4.3M
Quotient Wealth Partners, LLC	0.15%	Reduce -8.3%	23,499	$4.3M
Dentgroup LLC	3.40%	Add +418.7%	23,195	$4.2M
Pinnacle Bancorp, Inc.	1.24%	Reduce -0.1%	23,127	$4.2M
Flagstar Securities, Inc.	1.14%	Add +4.5%	22,900	$4.2M
SigFig Wealth Management, LLC	0.16%	Add +4.0%	22,705	$4.1M
Wesbanco Bank Inc.	0.15%	Reduce -1.9%	22,558	$4.1M
AdvisorNet Financial, Inc	0.37%	Reduce -23.8%	22,520	$4.1M
Park Place Capital Corp	1.30%	Reduce -7.4%	22,454	$4.1M
Ashton Thomas Private Wealth, LLC	0.22%	Add +2.9%	22,312	$4.1M
Catalyst Financial Partners LLC	0.89%	Reduce -62.5%	22,258	$4.1M
Bare Financial Services, Inc	2.12%	Add +0.1%	21,166	$4.0M
Harbor Investment Advisory, LLC	0.42%	Reduce -4.5%	22,176	$4.0M
Leo Wealth, LLC	0.41%	Add +0.0%	22,223	$4.0M
Oppenheimer & Co. Inc.	0.06%	Add +119.9%	22,100	$4.0M
Hudson Capital Management LLC	1.39%	Reduce -1.9%	21,930	$4.0M
Smithfield Trust Co	0.21%	Reduce -0.9%	21,885	$4.0M
Sax Wealth Advisors, LLC	0.38%	Add +13.0%	21,808	$4.0M
Level Four Advisory Services, LLC	0.18%	Add +2.2%	21,764	$4.0M
Anson Capital, Inc.	3.89%	New	21,679	$3.9M
Maia Wealth LLC	1.18%	—	21,075	$3.9M
Dumont & Blake Investment Advisors LLC	0.56%	Add +109.8%	21,539	$3.9M
Ameritas Advisory Services, LLC	0.15%	Add +5.2%	21,358	$3.9M
Christopher J. Hasenberg, Inc	1.75%	Add +8.5%	21,239	$3.9M
Edmonds Duncan Registered Investment Advisors, LLC	0.94%	Reduce -6.9%	21,167	$3.9M
Prospera Financial Services Inc	0.11%	Add +8.7%	21,086	$3.8M
Nottingham Advisors, Inc.	0.45%	Reduce -2.6%	20,807	$3.8M
Falcon Wealth Planning	0.49%	Reduce -1.9%	20,787	$3.8M
Jackson Hole Capital Partners, LLC	0.83%	Reduce -0.8%	20,747	$3.8M
Gray Private Wealth, LLC	2.40%	Reduce -6.3%	20,611	$3.8M
Ashton Thomas Securities, LLC	0.90%	—	20,599	$3.7M
GTS Securities LLC	0.08%	Add +29.3%	20,166	$3.7M
Wealth Advisory Solutions, LLC	0.99%	Reduce -1.2%	20,027	$3.6M
Rogco, LP	1.48%	No change	19,923	$3.6M
Firethorn Wealth Partners, LLC	2.04%	Add +4.9%	19,800	$3.6M
Sound Income Strategies, LLC	0.25%	Add +43.1%	19,395	$3.5M
Renasant Bank	2.42%	Reduce -4.1%	19,339	$3.5M
BTC Capital Management, Inc.	0.33%	No change	19,265	$3.5M
Graves Light Lenhart Wealth, Inc.	0.40%	Reduce -1.1%	19,323	$3.5M
Truepoint, Inc.	0.10%	Reduce -5.9%	19,129	$3.5M
Edgar Lomax Co.	0.23%	Reduce -0.2%	19,125	$3.5M
Trail Ridge Investment Advisors, LLC	1.78%	Reduce -7.3%	18,956	$3.5M
Belpointe Asset Management LLC	0.24%	Reduce -43.1%	18,820	$3.4M
Family Asset Management, LLC	2.20%	Reduce -3.5%	18,818	$3.4M
Flow Traders U.S. LLC	0.17%	Add +8.0%	18,694	$3.4M
St. Clair Advisors, LLC	1.08%	No change	18,653	$3.4M
First Commonwealth Financial Corp	0.87%	Reduce -19.5%	18,498	$3.4M
True Vision MN LLC	2.18%	Add +3.5%	18,453	$3.4M
Stordahl Capital Management, Inc.	0.84%	Reduce -9.1%	18,415	$3.4M
My Legacy Advisors, LLC	1.07%	Add +18.5%	18,378	$3.3M
Royal Fund Management, LLC	0.45%	Add +0.7%	18,200	$3.3M
Clarus Wealth Advisors	1.77%	Add +5.5%	18,196	$3.3M
Tradition Wealth Management, LLC	0.32%	Add +2.2%	18,141	$3.3M
Bridges Investment Management Inc.	0.05%	Add +202.1%	18,128	$3.3M
Florida Trust Wealth Management Co	0.11%	Reduce -2.4%	18,123	$3.3M
Garde Capital, Inc.	0.23%	No change	18,097	$3.3M
TRUE Private Wealth Advisors	0.37%	Add +1.8%	17,904	$3.3M
D.A. Davidson & Co.	0.03%	Reduce -4.6%	17,881	$3.3M
SIMA Wealth Partners, LLC	3.10%	—	17,871	$3.3M
First Citizens Bank & Trust Co.	0.06%	Add +6.1%	17,781	$3.2M
Spectrum Planning & Advisory Services Inc.	3.11%	—	17,749	$3.2M
Valeo Financial Advisors, LLC	0.10%	Add +0.1%	17,713	$3.2M
Quantum Portfolio Management LLC	1.83%	Reduce -26.2%	17,543	$3.2M
Tiaa Trust, National Association	0.01%	Add +0.8%	17,508	$3.2M
Stegner Investment Associates Inc.	2.27%	Reduce -0.0%	17,350	$3.2M
Calamos Advisors LLC	0.02%	Add +1.4%	17,325	$3.2M
Summit Financial Wealth Advisors, LLC	0.64%	Reduce -0.0%	17,300	$3.1M
Pinnacle Family Advisors, LLC	1.73%	Reduce -1.2%	17,205	$3.1M
Maxwell Wealth Strategies Inc.	1.51%	Add +3.3%	16,916	$3.1M
Elevation Point Wealth Partners, LLC	0.24%	Reduce -6.1%	16,889	$3.1M
Schechter Investment Advisors, LLC	0.23%	No change	16,777	$3.1M
West Coast Financial LLC	0.36%	Reduce -7.2%	16,660	$3.0M
Ascent Wealth Partners, LLC	0.44%	Add +2.1%	16,649	$3.0M
Morris Financial Concepts, Inc.	1.45%	Reduce -2.8%	16,590	$3.0M
All Season Financial Advisors, Inc.	2.72%	Reduce -46.6%	16,504	$3.0M
National Philanthropic Trust	0.06%	No change	16,419	$3.0M
Peregrine Asset Advisers, Inc.	1.17%	Reduce -3.1%	16,332	$3.0M
Tobias Financial Advisors, Inc.	0.64%	Reduce -0.6%	16,260	$3.0M
U.S. Capital Wealth Advisors, LLC	0.11%	Add +221.2%	16,200	$2.9M
Mosley Wealth Management	2.49%	Add +13.3%	16,068	$2.9M
Shared Vision Wealth Group LLC	1.70%	Add +9.8%	16,035	$2.9M
Dorsey Wright & Associates	0.76%	Reduce -1.1%	15,989	$2.9M
Telos Capital Management, Inc.	0.32%	Reduce -5.2%	15,947	$2.9M
Market Street Wealth Management Advisors LLC	0.50%	Reduce -3.3%	15,856	$2.9M
Kickstand Ventures, Llc.	0.78%	Add +39.9%	15,713	$2.9M
One Wealth Management Investment & Advisory Services, LLC	1.14%	Add +3.6%	15,633	$2.8M
Oxford Financial Group, LTD. LLC	0.19%	No change	15,453	$2.8M
Tsfg, LLC	0.66%	Reduce -71.2%	15,427	$2.8M
Simon Quick Advisors, LLC	0.20%	Reduce -3.2%	15,284	$2.8M
Seneca House Advisors	1.20%	Reduce -4.1%	15,162	$2.8M
Ellis Investment Partners, LLC	0.58%	Reduce -4.9%	15,093	$2.7M
Hoxton Planning & Management, LLC	1.27%	Add +1.9%	15,049	$2.7M
Focus Partners Advisor Solutions, LLC	0.07%	Add +9.8%	15,006	$2.7M
GenWealth Group, Inc.	0.67%	Add +0.6%	14,873	$2.7M
Gen-Wealth Partners Inc	1.31%	Add +3.6%	14,854	$2.7M
Glass Jacobson Investment Advisors llc	0.98%	Add +2.5%	14,842	$2.7M
Avior Wealth Management, LLC	0.12%	Reduce -7.0%	14,837	$2.7M
MSH Capital Advisors LLC	0.89%	Add +10.6%	14,621	$2.7M
Sage Investment Advisers LLC	2.97%	Add +14.8%	14,447	$2.6M
Southern Capital Advisors, LLC	1.62%	Add +0.3%	14,441	$2.6M
Roberts Financial Services LLC	0.53%	Reduce -9.1%	14,424	$2.6M
SOL Capital Management CO	0.31%	Add +0.2%	14,395	$2.6M
Councilor Wealth, LLC	1.35%	Add +0.4%	14,384	$2.6M
Sequent Asset Management, LLC	1.32%	Reduce -0.2%	14,383	$2.6M
Principal Financial Group Inc.	0.00%	Add +1.3%	14,342	$2.6M
Gryphon Financial Partners LLC	0.39%	Reduce -4.3%	14,303	$2.6M
Morningstar Investment Services LLC	0.03%	Add +56.2%	14,226	$2.6M
Lantz Financial LLC	0.79%	Add +5.2%	13,979	$2.5M
Investment Advisory Group, LLC	0.98%	Add +26.9%	13,975	$2.5M
Allstate Corp.	0.20%	New	13,851	$2.5M
Tolleson Wealth Management, Inc.	0.49%	No change	13,742	$2.5M
Brighton Jones LLC	0.08%	Add +0.2%	13,725	$2.5M
Strategies Wealth Advisors, LLC	0.36%	Add +5.5%	13,611	$2.5M
Bank of Hawaii	0.11%	Reduce -2.5%	13,594	$2.5M
Sonata Capital Group Inc.	1.27%	Reduce -0.7%	13,594	$2.5M
Leslie Global Wealth, LLC	1.43%	—	13,445	$2.4M
FFG Retirement Advisors LLC	1.70%	Add +6.4%	13,408	$2.4M
Gables Capital Management Inc.	1.27%	No change	13,330	$2.4M
PGIM Custom Harvest LLC	0.05%	Add +3.8%	13,315	$2.4M
Diversify Advisory Services, LLC	0.13%	Add +2.4%	13,313	$2.4M
Brave Asset Management Inc.	0.61%	No change	13,246	$2.4M
Uptick Partners, LLC	1.85%	No change	12,861	$2.4M
Lane & Associates LLC	1.41%	Add +2.9%	13,176	$2.4M
Thompson Investment Management, Inc.	0.37%	Add +1.3%	13,027	$2.4M
WealthBridge Capital Management, LLC	0.78%	Reduce -2.4%	12,983	$2.4M
Johnson Investment Counsel Inc.	0.02%	Reduce -8.6%	12,845	$2.3M
Sonoma Private Wealth LLC	3.78%	Reduce -1.2%	12,792	$2.3M
SWP Financial LLC	1.53%	Add +1.5%	12,745	$2.3M
Grey Ledge Advisors, LLC	0.62%	Reduce -0.1%	12,540	$2.3M
Conning Inc.	0.09%	No change	12,487	$2.3M
Magnus Financial Group LLC	0.26%	Add +0.7%	12,427	$2.3M
Sowell Financial Services LLC	0.11%	Add +8.2%	12,372	$2.3M
Synovus Financial Corp.	0.03%	Reduce -4.2%	12,346	$2.2M
Sigma Investment Counselors Inc.	0.14%	Reduce -4.0%	12,303	$2.2M
Sequoia Financial Advisors, LLC	0.03%	Add +0.1%	12,222	$2.2M
Wellspring Financial Advisors, LLC	0.25%	Add +0.2%	12,215	$2.2M
Zimmermann Investment Management & Planning LLC	0.74%	Reduce -9.7%	12,162	$2.2M
Raymond James Trust N.A.	0.05%	Add +10.7%	12,075	$2.2M
Hirtle & Co., LLC	0.11%	No change	11,944	$2.2M
Total Investment Management Inc.	0.29%	Reduce -2.2%	11,910	$2.2M
Great Point Wealth Advisors, LLC	0.49%	No change	11,837	$2.2M
Private Capital Management LLC	0.42%	Reduce -1.3%	11,569	$2.1M
Wealth Dimensions Group, Ltd.	0.60%	Reduce -0.4%	11,548	$2.1M
Salem Investment Counselors Inc.	0.07%	No change	11,540	$2.1M
Castle Wealth Management LLC	1.00%	Reduce -2.7%	11,526	$2.1M
AlTi Global, Inc.	0.06%	Add +0.0%	11,453	$2.1M
Able Wealth Management LLC	1.70%	Reduce -2.5%	11,316	$2.1M
Financial Counselors Inc.	0.03%	Add +25.5%	11,314	$2.1M
MA Private Wealth	0.40%	New	11,217	$2.0M
Essex Financial Services, Inc.	0.15%	Add +10.6%	10,995	$2.0M
Roble, Belko & Company, Inc	0.34%	No change	11,181	$2.0M
Total Wealth Planning, LLC	0.33%	Reduce -0.2%	10,735	$2.0M
Mattern Wealth Management LLC	0.49%	Reduce -0.1%	11,117	$2.0M
Bailard, Inc.	0.06%	Reduce -3.9%	11,076	$2.0M
Sterling Investment Counsel, LLC	0.79%	Reduce -1.4%	11,014	$2.0M
Copperleaf Capital, LLC	1.60%	Add +7.5%	10,978	$2.0M
Crestwood Advisors Group, LLC	0.04%	Add +6.1%	10,973	$2.0M
Mullaney, Keating & Wright, Inc.	1.54%	—	10,944	$2.0M
Avantax Planning Partners, Inc.	0.06%	Reduce -4.4%	10,919	$2.0M
WBH Advisory Inc.	0.20%	Reduce -6.6%	10,876	$2.0M
Bryn Mawr Trust Advisors, LLC	0.11%	Reduce -8.1%	10,870	$2.0M
Retirement Income Solutions, Inc.	0.48%	Reduce -22.7%	10,833	$2.0M
PFG Advisors	0.13%	Add +21.9%	10,787	$2.0M
Carolinas Wealth Consulting LLC	0.38%	Add +31.4%	10,733	$2.0M
Marietta Wealth Management, LLC	0.30%	Add +0.0%	10,719	$2.0M
Whittier Trust Co.	0.03%	No change	10,633	$1.9M
Verus Capital Partners, LLC	0.20%	Add +4.2%	10,613	$1.9M
Bank of Nova Scotia	0.00%	Add +25.2%	10,574	$1.9M
IFG Advisory, LLC	0.12%	Add +3.8%	10,439	$1.9M
Lee Financial Co	0.31%	Reduce -3.8%	10,350	$1.9M
Family Firm, Inc.	0.42%	Add +0.5%	10,306	$1.9M
Brown Brothers Harriman & Co.	0.01%	Add +6.7%	10,183	$1.9M
Kohmann Bosshard Financial Services, LLC	0.25%	No change	10,108	$1.8M
Alta Wealth Advisors LLC	0.91%	Reduce -0.5%	10,065	$1.8M
Sachetta, LLC	0.79%	Reduce -3.4%	9,580	$1.8M
AMG National Trust Bank	0.05%	Add +1.1%	9,992	$1.8M
Tudor Investment Corporation	0.02%	New	9,963	$1.8M
Afg Fiduciary Services Limited Partnership	1.27%	Reduce -7.0%	9,636	$1.8M
Stephens Inc.	0.03%	Reduce -15.8%	9,946	$1.8M
NorthLanding Financial Partners, LLC	1.89%	Reduce -1.1%	9,866	$1.8M
Tranquility Partners, LLC	0.69%	Add +1.7%	9,837	$1.8M
Strategic Blueprint, LLC	0.12%	Reduce -13.3%	9,780	$1.8M
Mission Wealth Management, LP	0.05%	Reduce -28.8%	9,772	$1.8M
Aptus Capital Advisors, LLC	0.03%	Reduce -14.8%	9,741	$1.8M
Cahaba Wealth Management, Inc.	0.16%	Reduce -2.6%	9,704	$1.8M
Concorde Asset Management, LLC	1.09%	Reduce -2.4%	9,689	$1.8M
Waldron Private Wealth LLC	0.08%	No change	9,672	$1.8M
Paragon Capital Management Inc.	1.33%	Reduce -3.1%	9,614	$1.7M
Gateway Wealth Partners, LLC	0.53%	Add +11.0%	9,599	$1.7M
Procyon Advisors, LLC	0.13%	Add +0.2%	9,515	$1.7M
Twin Peaks Wealth Advisors, LLC	0.86%	Add +28.5%	9,483	$1.7M
MBA Advisors LLC	0.88%	Reduce -7.9%	9,464	$1.7M
Bernardo Wealth Planning LLC	0.46%	Add +0.1%	9,446	$1.7M
Theory Financial LLC	0.81%	Add +86.5%	9,432	$1.7M
Maripau Wealth Management LLC	1.17%	Add +2.7%	9,382	$1.7M
Patriot Investment Management Group, Inc.	0.13%	No change	9,255	$1.7M
Glenview Trust Co	0.03%	Add +1.4%	9,184	$1.7M
Midland Wealth Advisors, LLC	0.10%	Reduce -15.7%	9,105	$1.7M
Klaas Financial Asset Advisors, LLC	0.30%	No change	9,101	$1.7M
Punch & Associates Investment Management, Inc.	0.10%	Reduce -33.8%	9,005	$1.6M
Plum Street Advisors, LLC	0.95%	Add +8.1%	8,967	$1.6M
Taylor Financial Group, Inc.	1.25%	Reduce -1.2%	8,952	$1.6M
Custos Family Office, LLC	0.65%	Reduce -0.2%	8,917	$1.6M
United Advisor Group, LLC	0.50%	Reduce -3.6%	8,897	$1.6M
Trilogy Capital Inc.	0.09%	Add +6.3%	8,877	$1.6M
Empirical Asset Management, LLC	0.60%	New	8,828	$1.6M
Bush Investment Group, LLC	1.37%	Add +3.6%	8,752	$1.6M
Old National Bancorp	0.04%	Reduce -13.4%	8,725	$1.6M
Wealthcare Advisory Partners LLC	0.05%	Add +6.8%	8,725	$1.6M
Commerce Bank	0.01%	No change	8,677	$1.6M
Advisors Capital Management, LLC	0.03%	Reduce -3.7%	8,625	$1.6M
Forum Financial Management, LP	0.03%	Add +0.9%	8,585	$1.6M
Operose Advisors LLC	0.55%	No change	8,579	$1.6M
O'shaughnessy Asset Management, LLC	0.02%	Add +17.4%	8,571	$1.6M
BigSur Wealth Management LLC	0.47%	No change	8,500	$1.5M
Heritage Financial Services, LLC	0.22%	Reduce -0.0%	8,436	$1.5M
Stonebridge Financial Planning Group, LLC	0.77%	Add +1.2%	8,405	$1.5M
Venturi Wealth Management, LLC	0.09%	Reduce -2.9%	8,379	$1.5M
Eldridge Investment Advisors, Inc.	0.38%	Add +0.7%	8,319	$1.5M
Moisand Fitzgerald Tamayo, LLC	0.23%	Reduce -3.9%	8,312	$1.5M
Transcend Capital Advisors, LLC	0.11%	Reduce -0.2%	8,280	$1.5M
Bleakley Financial Group, LLC	0.04%	Reduce -0.9%	8,279	$1.5M
Modern Wealth Management, LLC	0.11%	Reduce -97.6%	8,248	$1.5M
Farmers & Merchants Investments Inc.	0.05%	Reduce -1.6%	8,247	$1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.05%	Add +120.7%	8,229	$1.5M
HighMark Wealth Management LLC	0.90%	Add +0.7%	8,208	$1.5M
VestGen Investment Management	0.44%	Add +2.2%	8,184	$1.5M
Fonville Wealth Management LLC	0.59%	Reduce -1.4%	8,150	$1.5M
Patton Albertson Miller Group, LLC	0.21%	Reduce -9.7%	8,092	$1.5M
Ascentis Independent Advisors	0.30%	—	8,002	$1.5M
Cibc World Market Inc.	0.00%	Reduce -17.9%	7,981	$1.5M
Gemmer Asset Management LLC	0.16%	Add +1.5%	7,976	$1.5M
Flputnam Investment Management Co.	0.03%	Add +0.7%	7,967	$1.5M
Ballentine Partners, LLC	0.03%	Reduce -3.3%	7,894	$1.4M
Bessemer Group Inc.	0.00%	Add +1.0%	7,885	$1.4M
Mason & Associates, LLC	0.47%	New	7,863	$1.4M
Tiemann Investment Advisors, LLC	0.63%	Add +0.6%	7,832	$1.4M
LTG Capital LLC	1.29%	Reduce -0.1%	7,826	$1.4M
Quadrant Capital Group LLC	0.11%	No change	7,816	$1.4M
Iams Wealth Management, LLC	0.78%	Add +15.0%	7,806	$1.4M
Commonwealth Retirement Investments LLC	0.65%	Add +5.7%	7,805	$1.4M
Coldstream Capital Management Inc.	0.03%	Add +22.2%	7,801	$1.4M
Hilltop Holdings Inc.	0.17%	No change	7,796	$1.4M
Pinnacle Associates Ltd.	0.02%	No change	7,744	$1.4M
Regimen Wealth, LLC	0.48%	New	7,729	$1.4M
Rathbones Group PLC	0.01%	No change	7,720	$1.4M
Fullcircle Wealth LLC	0.69%	—	7,515	$1.4M
HBK Sorce Advisory LLC	0.05%	Reduce -0.9%	7,705	$1.4M
Koshinski Asset Management, Inc.	0.13%	Reduce -22.9%	7,709	$1.4M
RCS Financial Planning, LLC	0.82%	Reduce -4.2%	7,670	$1.4M
Turtle Creek Wealth Advisors, LLC	0.32%	Reduce -6.0%	7,658	$1.4M
White Pine Capital LLC	0.53%	Add +0.2%	7,651	$1.4M
Redwood Investment Management, LLC	0.12%	Add +12.9%	7,551	$1.4M
Glenmede Trust Co. NA	0.01%	Add +5.7%	7,544	$1.4M
Interchange Capital Partners, LLC	0.50%	Add +9.1%	7,486	$1.4M
Clear Investment Research, LLC	1.77%	Add +6.4%	7,463	$1.4M
Dynamic Advisor Solutions LLC	0.04%	Add +0.2%	7,448	$1.4M
Awm Capital, LLC	0.21%	No change	7,447	$1.4M
Vanguard Personalized Indexing Management, LLC	0.03%	Add +41.1%	7,462	$1.4M
Lowe Brockenbrough & Co. Inc.	0.09%	No change	7,408	$1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.23%	Reduce -7.9%	7,406	$1.3M
Axxcess Wealth Management, LLC	0.04%	Reduce -18.6%	7,374	$1.3M
International Assets Investment Management, LLC	0.13%	Add +3.1%	7,349	$1.3M
Kennedy Investment Group, Inc.	0.67%	Reduce -0.9%	7,309	$1.3M
SOA Wealth Advisors, LLC.	0.27%	Add +0.1%	7,303	$1.3M
Magnolia Capital Management Ltd.	1.12%	Reduce -0.9%	7,300	$1.3M
Quantinno Capital Management LP	0.02%	Add +0.4%	7,282	$1.3M
9258 Wealth Management, LLC	0.20%	Reduce -0.5%	7,258	$1.3M
Private Wealth Management Group, LLC	0.57%	No change	7,249	$1.3M
Bristlecone Advisors, LLC	0.11%	Reduce -2.6%	7,246	$1.3M
Burkett Financial Services, LLC	0.68%	Reduce -0.6%	7,242	$1.3M
Thomasville National Bank	0.10%	Reduce -2.7%	7,183	$1.3M
Fairscale Capital, LLC	1.16%	—	6,890	$1.3M
Stock Yards Bank & Trust Co.	0.04%	No change	7,136	$1.3M
Wedmont Private Capital	0.08%	Add +0.1%	6,970	$1.3M
Scotia Capital Inc.	0.01%	Add +14.0%	7,109	$1.3M
DT Investment Partners, LLC	0.11%	No change	7,108	$1.3M
Crescent Grove Advisors, LLC	0.14%	Add +5.6%	7,072	$1.3M
Diversified Portfolios, Inc.	0.17%	No change	7,067	$1.3M
Jaffetilchin Investment Partners, LLC	0.11%	Add +0.8%	7,025	$1.3M
Henrickson Nauta Wealth Advisors, Inc.	0.54%	Reduce -1.7%	6,972	$1.3M
World Investment Advisors	0.08%	Add +322.9%	6,969	$1.3M
TrinityBridge Ltd	0.04%	No change	6,958	$1.3M
Journey Strategic Wealth LLC	0.05%	Add +22.7%	6,900	$1.3M
Clear Creek Financial Management, LLC	0.15%	Reduce -91.7%	6,894	$1.3M
Independent Financial Group, LLC	0.05%	Reduce -58.4%	6,868	$1.3M
Summit Financial, LLC	0.06%	Reduce -1.1%	6,781	$1.2M
17 Capital Partners, LLC	0.87%	Add +9.7%	6,688	$1.2M
Arete Wealth Advisors, LLC	0.10%	New	6,689	$1.2M
Synergy Asset Management, LLC	0.19%	New	6,663	$1.2M
Argent Advisors, Inc.	0.48%	Add +2.2%	6,656	$1.2M
West Oak Capital, LLC	0.48%	Reduce -0.1%	6,591	$1.2M
Rothschild Investment LLC	0.08%	Reduce -3.7%	6,567	$1.2M
Hilltop National Bank	0.38%	No change	6,539	$1.2M
Commonwealth Financial Services, LLC	0.24%	Reduce -69.2%	6,530	$1.2M
Mather Group, Llc.	0.01%	Add +98.3%	6,328	$1.2M
Legacy Advisors, LLC	0.14%	No change	6,482	$1.2M
Silvercrest Asset Management Group LLC	0.01%	Reduce -9.2%	6,401	$1.2M
Perissos Private Wealth Management, LLC	1.04%	Reduce -53.6%	6,397	$1.2M
National Wealth Management Group, LLC	0.89%	Add +20.9%	6,393	$1.2M
WMS Partners, LLC	0.07%	Reduce -2.7%	6,391	$1.2M
Clearview Wealth Advisors LLC	1.01%	Reduce -30.4%	6,369	$1.2M
Westmount Partners, LLC	0.38%	Add +0.3%	6,386	$1.2M
BBR Partners, LLC	0.09%	No change	6,352	$1.2M
Pallas Capital Advisors LLC	0.05%	Reduce -8.8%	6,120	$1.2M
Sovereign Financial Group, Inc.	0.29%	Add +38.4%	6,337	$1.2M
Lakeridge Wealth Management LLC	0.68%	Add +2.3%	6,234	$1.1M
Corundum Group, Inc.	0.44%	No change	6,163	$1.1M
King Wealth Management Group	0.19%	No change	6,158	$1.1M
Country Club Bank	0.08%	Add +10.4%	6,132	$1.1M
Fiduciary Trust Co	0.02%	No change	6,123	$1.1M
Cadinha & Co. LLC	0.21%	Reduce -4.3%	6,110	$1.1M
Certified Advisory Corp	0.14%	Reduce -0.6%	6,082	$1.1M
Montecito Bank & Trust	0.22%	Reduce -3.1%	6,068	$1.1M
Chevy Chase Trust Holdings, LLC	0.00%	Add +55.5%	6,063	$1.1M
Schneider Downs Wealth Management Advisors, LP	0.25%	No change	6,062	$1.1M
Dimension Capital Management LLC	0.22%	No change	6,030	$1.1M
Catalyst Private Wealth, LLC	0.58%	Reduce -17.8%	6,028	$1.1M
Wedbush Securities Inc.	0.04%	Add +10.7%	6,021	$1.1M
Wealth Effects LLC	0.39%	No change	5,982	$1.1M
Whitcomb & Hess, Inc.	0.34%	Add +0.1%	5,965	$1.1M
Windward Private Wealth Management Inc.	0.44%	Reduce -0.1%	5,956	$1.1M
Texas Capital Bank Wealth Management Services Inc	0.11%	Reduce -7.8%	5,924	$1.1M
Jane Street Group, LLC	0.00%	Add +35.9%	5,885	$1.1M
Hohimer Wealth Management, LLC	0.25%	Reduce -79.1%	5,868	$1.1M
Raleigh Capital Management Inc.	0.45%	Reduce -1.4%	5,839	$1.1M
Idaho Trust Co	0.54%	New	5,817	$1.1M
Tarbox Family Office, Inc.	0.19%	Add +0.1%	5,779	$1.1M
Chapin Davis, Inc.	0.36%	Reduce -0.8%	5,766	$1.0M
Creative Financial Designs Inc.	0.09%	Add +16.4%	5,719	$1.0M
Sutton Place Investors LLC	0.69%	Add +9.3%	5,704	$1.0M
PACK Private Wealth, LLC	0.64%	No change	5,680	$1.0M
BCU Wealth Advisors, LLC	0.76%	Add +10.4%	5,679	$1.0M
Dohj, LLC	0.26%	Reduce -83.3%	5,672	$1.0M
Newport Capital Group, LLC	0.82%	—	5,659	$1.0M
Plan Group Financial, LLC	0.63%	Reduce -40.4%	5,654	$1.0M
Boston Family Office LLC	0.07%	No change	5,632	$1.0M
Private Trust Co. NA	0.11%	Add +5.9%	5,627	$1.0M
Cary Street Partners Investment Advisory LLC	0.04%	Reduce -10.9%	5,607	$1.0M
HSBC Holdings PLC	0.00%	Add +50.3%	5,605	$1.0M
Evanson Asset Management, LLC	0.07%	Add +0.1%	5,567	$1.0M
Connecticut Wealth Management, LLC	0.05%	Reduce -10.7%	5,563	$1.0M
LifePlan Investment Advisors, Inc.	0.73%	Add +14.2%	5,554	$1.0M
Bremer Bank National Association	0.20%	Reduce -4.6%	5,547	$1.0M
Wintrust Investments LLC	0.08%	Add +7.7%	5,510	$1.0M
Forum Private Client Group LLC	0.48%	Reduce -2.1%	5,497	$1.0M
Lodestar Private Asset Management LLC	0.14%	Reduce -3.6%	5,462	$994K
Advus Financial Partners, LLC	0.30%	Add +40.7%	5,454	$993K
Beacon Financial Group	0.11%	Reduce -8.3%	5,427	$988K
Evensky & Katz LLC	0.07%	Reduce -1.9%	5,411	$985K
Mill Creek Capital Advisors, LLC	0.03%	No change	5,404	$984K
Monograph Wealth Advisors, LLC	0.14%	No change	5,315	$967K
Watershed Private Wealth LLC	0.41%	Reduce -24.3%	5,309	$966K
Canopy Partners, LLC	0.45%	No change	5,296	$964K
Lindbrook Capital, LLC	0.09%	Reduce -12.4%	5,272	$960K
Elm Partners Management LLC	0.07%	No change	5,232	$952K
Arkadios Wealth Advisors	0.06%	Add +236.2%	5,168	$941K
Azimuth Capital Investment Management LLC	0.04%	Reduce -4.5%	5,123	$932K
New England Private Wealth Advisors LLC	0.16%	Add +2.2%	5,117	$931K
Joel Isaacson & Co., LLC	0.05%	Add +0.2%	5,101	$928K
Perennial Investment Advisors, LLC	0.13%	Add +0.0%	5,057	$920K
Summit Asset Management, LLC	0.11%	No change	5,042	$918K
Benchmark Investment Advisors LLC	0.66%	Reduce -3.4%	5,020	$914K
Professional Financial Advisors, LLC	0.25%	Reduce -0.7%	5,017	$913K
NBT Bank, N.A.	0.07%	Add +22.4%	5,014	$913K
MidAtlantic Capital Management, Inc.	0.76%	No change	5,008	$912K
Noble Family Wealth, LLC	0.26%	No change	5,000	$910K
Integrated Investment Consultants, LLC	0.25%	No change	4,858	$907K
Sendero Wealth Management, LLC	0.15%	Reduce -2.0%	4,973	$905K
CRA Financial Services, LLC	0.18%	Add +2.3%	4,953	$901K
1ST Source Bank	0.05%	Reduce -8.4%	4,930	$897K
Absolute Capital Management, LLC	0.54%	Add +13.8%	4,885	$889K
Mgo One Seven LLC	0.04%	Add +8.7%	4,863	$885K
SageView Advisory Group, LLC	0.05%	Reduce -31.3%	4,833	$880K
Ancora Advisors LLC	0.02%	Reduce -0.6%	4,826	$878K
Fiduciary Alliance LLC	0.14%	Reduce -0.5%	4,810	$874K
Provenance Wealth Advisors, LLC	0.12%	Reduce -1.2%	4,783	$871K
AQR Capital Management	0.00%	Reduce -8.5%	4,769	$868K
Vontobel Holding Ltd.	0.00%	No change	4,753	$865K
EverSource Wealth Advisors, LLC	0.06%	Add +92.6%	4,483	$855K
Members Wealth LLC	0.57%	—	4,325	$853K
Resurgent Financial Advisors LLC	0.53%	Add +2.9%	4,680	$852K
Inspirion Wealth Advisors, LLC	0.13%	No change	4,680	$852K
N.E.W. Advisory Services LLC	0.09%	No change	4,655	$847K
Clarity Asset Management, Inc.	0.60%	Add +14.7%	4,632	$843K
Venture Visionary Partners LLC	0.04%	Reduce -0.2%	4,608	$840K
Community Bank, N.A.	0.11%	Add +9.6%	4,611	$839K
Blankinship & Foster, LLC	0.22%	Reduce -1.1%	4,596	$837K
TrueWealth Advisors, LLC	0.31%	No change	4,593	$836K
MCF Advisors LLC	0.06%	No change	4,553	$829K
First Command Advisory Services, Inc.	0.01%	Reduce -1.8%	4,525	$824K
MKT Advisors LLC	0.41%	No change	4,500	$818K
Atlantic Edge Private Wealth Management, LLC	0.27%	No change	4,483	$816K
Capital Square, LLC	0.53%	Add +1.3%	4,339	$816K
JMG Financial Group, Ltd.	0.03%	Reduce -8.1%	4,480	$815K
First Foundation Advisors	0.03%	Add +19.4%	4,477	$815K
Marino, Stram & Associates LLC	0.20%	Reduce -2.1%	4,472	$814K
FSM Wealth Advisors, LLC	0.27%	Add +0.0%	4,472	$814K
Glassman Wealth Services	0.15%	Reduce -0.4%	4,463	$812K
Continuum Advisory, LLC	0.12%	Reduce -32.7%	4,429	$806K
Zhang Financial LLC	0.06%	No change	4,411	$803K
Plante Moran Financial Advisors, LLC	0.08%	Reduce -12.9%	4,355	$793K
S&co Inc.	0.06%	No change	4,350	$791K
Personal Cfo Solutions, LLC	0.12%	Add +7.0%	4,325	$787K
TMD Wealth Management, LLC	0.17%	No change	4,304	$783K
Prism Advisors, Inc.	0.24%	No change	4,295	$782K
Carl P. Sherr & Co., LLC	0.44%	No change	4,286	$780K
Wick Capital Partners, LLC	0.27%	New	4,276	$778K
McGlone Suttner Wealth Management, Inc.	0.16%	No change	4,472	$778K
Hutchens & Kramer Investment Management Group, LLC	0.43%	Add +9.6%	4,287	$776K
Hoylecohen, LLC	0.06%	Reduce -1.0%	4,255	$774K
Matrix Private Capital Group LLC	0.49%	Add +2.4%	4,254	$774K
Highview Capital Management LLC	0.32%	Reduce -12.1%	4,219	$768K
Wilmington Savings Fund Society, FSB	0.03%	No change	4,215	$767K
Trust Co of the South	0.18%	No change	4,190	$763K
Laurel Wealth Advisors LLC	0.13%	Reduce -1.2%	4,151	$756K
Capital Planning Advisors, LLC	0.13%	No change	4,148	$755K
Aspiriant, LLC	0.03%	No change	4,138	$753K
CENTRAL TRUST Co	0.02%	No change	4,135	$753K
Quadcap Wealth Management, LLC	0.14%	Add +2.7%	4,131	$752K
Capital Advisors Inc.	0.02%	No change	4,117	$749K
Charles Schwab Trust Co	0.07%	No change	4,113	$749K
Aspire Wealth Management Corp	0.43%	Add +8.4%	4,099	$746K
Cassaday & Co Wealth Management LLC	0.02%	Add +24.1%	3,986	$725K
Kingsview Wealth Management, LLC	0.02%	Add +21.9%	3,923	$714K
Foguth Wealth Management, LLC.	0.31%	Reduce -19.3%	3,906	$711K
First National Trust Co	0.03%	Add +55.4%	3,904	$711K
PFG Investments, LLC	0.05%	Add +23.2%	3,902	$710K
Catalina Capital Group, LLC	0.27%	Add +7.9%	3,882	$707K
Picton Mahoney Asset Management	0.03%	Add +6.0%	3,880	$705K
Whittier Trust Co. of Nevada Inc.	0.02%	No change	3,873	$705K
Embree Financial Group	0.13%	Add +13.3%	3,852	$701K
WR Wealth Planners, LLC	0.21%	Add +1.5%	3,846	$700K
RPS Advisory Solutions LLC	0.64%	—	3,840	$699K
Signaturefd, LLC	0.01%	No change	3,829	$697K
Birch Hill Investment Advisors LLC	0.03%	Add +217.8%	3,813	$694K
Murphy, Middleton, Hinkle & Parker, Inc.	0.40%	Reduce -6.0%	3,811	$694K
First Western Trust Bank	0.03%	Reduce -4.2%	3,770	$686K
Smartleaf Asset Management LLC	0.11%	Add +0.5%	3,733	$679K
Processus Wealth & Capital Management, LLC	0.56%	Add +2.2%	3,724	$678K
Parsons Capital Management Inc.	0.05%	No change	3,684	$671K
Novak & Powell Financial Services, Inc.	0.41%	New	3,633	$661K
CVA Family Office, LLC	0.12%	No change	3,627	$660K
Curi Capital, LLC	0.02%	Reduce -18.0%	3,621	$659K
Clarity Capital Advisors, LLC	0.51%	Add +0.5%	3,618	$659K
Summit X, LLC	0.15%	Add +25.3%	3,599	$657K
Geometric Wealth Advisors	0.13%	New	3,565	$649K
Anderson Hoagland & Co.	0.07%	No change	3,565	$648K
Arq Wealth Advisors, LLC	0.28%	No change	3,546	$645K
Priebe Wealth Holdings LLC	0.51%	Reduce -2.2%	3,507	$638K
Flagship Private Wealth, LLC	0.37%	Reduce -0.2%	3,475	$633K
Legacy Capital Group California, Inc.	0.23%	Add +10.0%	3,474	$632K
Veracity Capital LLC	0.26%	Reduce -8.8%	3,474	$632K
Camelot Technology Advisors, Inc.	0.59%	Reduce -0.9%	3,466	$631K
Gallacher Capital Management LLC	0.33%	Reduce -2.5%	3,451	$628K
Hazlett, Burt & Watson, Inc.	0.32%	Add +85.2%	3,416	$625K
Founders Financial Securities LLC	0.06%	Add +16.5%	3,422	$623K
OMNI 360 Wealth, Inc.	0.47%	Add +36.4%	3,414	$621K
Linscomb Wealth, Inc.	0.03%	Add +0.2%	3,408	$620K
Qube Research & Technologies Ltd	0.00%	Add +15.4%	3,406	$620K
Kelman-Lazarov, Inc.	0.12%	No change	3,405	$620K
Vanguard Group Inc.	0.00%	Add +7.0%	3,379	$615K
Jackson, Grant Investment Advisers, Inc.	0.25%	Add +0.5%	3,377	$615K
HUB Investment Partners, LLC	0.03%	Add +4.0%	3,375	$614K
Lynch & Associates	0.14%	No change	3,356	$611K
Edgemoor Investment Advisors, Inc.	0.06%	Reduce -7.0%	3,340	$608K
Axiom Advisory, LLC	0.01%	New	3,331	$607K
Pacific Sage Partners, LLC	0.15%	No change	3,330	$606K
C2C Wealth Management, LLC	0.59%	No change	3,326	$605K
Frontier Asset Management, LLC	0.22%	Reduce -7.8%	3,311	$603K
Capstone Wealth Management Group, LLC	0.39%	Add +0.0%	3,304	$601K
Pinnacle Financial Group, LLC / IL	0.25%	No change	3,259	$593K
Independent Wealth Network Inc.	0.27%	Add +0.9%	3,231	$588K
Milestone Asset Management, LLC	0.15%	Reduce -75.1%	3,228	$588K
Aaron Wealth Advisors LLC	0.08%	No change	3,220	$586K
NewEdge Wealth, LLC	0.01%	Reduce -10.2%	3,219	$586K
Shulman DeMeo Asset Management LLC	0.15%	Add +0.1%	3,213	$585K
Diversified Trust Co.	0.02%	Reduce -3.7%	3,211	$584K
Ballentine Capital Advisors, Inc	0.31%	Reduce -0.0%	3,204	$583K
Empower Advisory Group, LLC	0.00%	Add +24.9%	3,190	$581K
SVB Wealth LLC	0.01%	Reduce -0.0%	3,187	$580K
Gallagher Fiduciary Advisors, LLC	0.13%	Reduce -0.3%	3,183	$579K
Key Financial Inc	0.14%	No change	3,175	$578K
Ritholtz Wealth Management	0.02%	Add +10.5%	3,170	$577K
Centaurus Financial, Inc.	0.04%	Reduce -34.6%	3,171	$577K
DAVENPORT & Co LLC	0.00%	Add +2.4%	3,168	$577K
Atlanta Consulting Group Advisors, LLC	0.12%	No change	3,167	$576K
Baker Tilly Wealth Management, LLC	0.24%	Reduce -5.2%	3,163	$576K
Eagle Strategies LLC	0.11%	Reduce -72.9%	3,156	$574K
Seven Mile Advisory	0.42%	No change	3,151	$574K
TCV Trust & Wealth Management, Inc.	0.05%	Add +5.1%	3,140	$572K
Pinnacle Wealth Planning Services, Inc.	0.08%	Reduce -36.1%	3,138	$571K
Klingman & Associates, LLC	0.04%	No change	3,128	$569K
Ritter Daniher Financial Advisory LLC / DE	0.18%	No change	3,112	$566K
Integrity Wealth Solutions LLC	0.37%	Add +46.6%	3,105	$565K
Towerpoint Wealth, LLC	0.28%	Add +0.1%	3,083	$561K
EFG Asset Management (Americas) Corp.	0.11%	New	3,080	$561K
Merkkuri Wealth Advisors LLC	0.51%	—	3,070	$559K
Rational Advisors, Inc.	0.06%	Reduce -62.3%	3,059	$557K
Campion Asset Management	0.44%	Reduce -6.9%	3,054	$556K
Cim, LLC	0.08%	No change	2,880	$556K
Oarsman Capital, Inc.	0.12%	Reduce -1.5%	3,032	$552K
Oxler Private Wealth LLC	0.20%	Add +0.4%	3,029	$551K
Asset Dedication, LLC	0.04%	Add +59.6%	3,024	$550K
Navalign, LLC	0.17%	Reduce -0.4%	3,019	$549K
Disciplined Investments, LLC	0.29%	No change	3,011	$548K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.01%	Reduce -21.9%	2,887	$546K
Claro Advisors Inc.	0.09%	Reduce -1.3%	2,994	$545K
Goelzer Investment Management, Inc.	0.03%	Add +0.5%	2,981	$543K
Grant/GrossMendelsohn, LLC	0.25%	Add +6.6%	2,978	$542K
Plancorp, LLC	0.02%	Add +2.5%	2,974	$541K
Cardiff Park Advisors, LLC	0.05%	No change	2,973	$541K
IPG Investment Advisors LLC	0.12%	Reduce -41.3%	2,970	$541K
Prio Wealth Limited Partnership	0.02%	No change	2,968	$540K
Moloney Securities Asset Management, LLC	0.08%	Add +4.3%	2,963	$539K
Atlas Brown,Inc.	0.19%	No change	2,947	$536K
Quent Capital, LLC	0.06%	Add +2.2%	2,931	$533K
Sandy Spring Bank	0.02%	Reduce -12.8%	2,925	$532K
Chilton Investment Co. Inc.	0.01%	Reduce -18.7%	2,919	$531K
Lake Street Advisors Group, LLC	0.03%	No change	2,910	$530K
Beacon Financial Advisory LLC	0.20%	Add +11.2%	2,901	$528K
Johnson Financial Group, Inc.	0.03%	Reduce -9.4%	2,899	$528K
Aspire Private Capital, LLC	0.14%	Add +5.0%	2,897	$527K
Semmax Financial Advisors Inc.	0.16%	Add +16.4%	2,809	$525K
Legacy Edge Advisors, LLC	0.10%	Add +90.5%	2,876	$523K
Evergreen Private Wealth LLC	0.26%	Reduce -1.4%	2,870	$522K
Guardian Asset Advisors, LLC	0.38%	Add +0.9%	2,862	$521K
Triumph Capital Management	0.20%	Add +66.9%	2,861	$521K
Busey Bank	0.02%	New	2,854	$519K
WNY Asset Management, LLC	0.07%	Reduce -11.0%	2,844	$518K
Chicago Capital, LLC	0.02%	No change	2,832	$515K
Pine Valley Investments Ltd Liability Co	0.04%	Add +15.4%	2,822	$514K
Colton Groome Financial Advisors, LLC	0.20%	Reduce -3.4%	2,810	$511K
Stockman Wealth Management, Inc.	0.09%	No change	2,800	$510K
Financial Partners Group, Inc	0.08%	Add +2.7%	2,784	$507K
DBK Financial Counsel, LLC	0.55%	Reduce -1.9%	2,783	$507K
Worth Financial Advisory Group, LLC	0.33%	Reduce -2.4%	2,762	$503K
Gradient Capital Advisors, LLC	0.18%	No change	2,759	$502K
Signature Estate & Investment Advisors LLC	0.01%	New	2,754	$501K
Etfidea, LLC	0.17%	No change	2,745	$500K
PCA Investment Advisory Services Inc.	0.26%	Add +0.0%	2,733	$497K
KFA Private Wealth Group, LLC	0.26%	Reduce -95.2%	2,727	$496K
Cooper Financial Group	0.07%	Add +3.4%	2,708	$493K
Nordwand Advisors, LLC	0.21%	No change	2,700	$491K
Robinson Smith Wealth Advisors LLC	0.43%	No change	2,689	$489K
Insight Advisors, LLC/ PA	0.09%	Reduce -10.0%	2,679	$488K
Kraft, Davis & Associates, LLC	0.15%	Add +9.7%	2,569	$487K
TBH Global Asset Management, LLC	0.11%	Reduce -39.3%	2,653	$483K
CWS Financial Advisors, LLC	0.19%	Add +2.3%	2,649	$482K
Bank Ozk	0.21%	Reduce -5.8%	2,644	$481K
Spinnaker Trust	0.03%	No change	2,616	$476K
Trifecta Capital Advisors, LLC	0.10%	Reduce -15.9%	2,606	$474K
Confluence Wealth Services, Inc.	0.04%	Add +8.8%	2,602	$474K
Welch & Forbes LLC	0.01%	No change	2,600	$472K
Savvy Advisors, Inc.	0.15%	Add +35.5%	2,591	$472K
LJI Wealth Management, LLC	0.10%	Add +1.0%	2,585	$471K
Stone Summit Wealth LLC	0.17%	No change	2,561	$466K
Investment Research & Advisory Group, Inc.	0.21%	No change	2,545	$463K
LexAurum Advisors, LLC	0.11%	Add +4.9%	2,540	$462K
Ellevest, Inc.	0.03%	No change	2,529	$460K
Apella Capital, LLC	0.02%	Add +4.2%	2,526	$459K
Realta Investment Advisors	0.09%	Add +7.6%	2,511	$457K
GAMMA Investing LLC	0.06%	Add +112.5%	2,508	$456K
Edgestream Partners, L.P.	0.02%	New	2,507	$456K
High Net Worth Advisory Group LLC	0.14%	No change	2,500	$455K
New Republic Capital, LLC	0.23%	Add +0.4%	2,497	$454K
Alterna Wealth Management, Inc.	0.40%	Add +55.1%	2,488	$453K
Clayton Financial Group LLC	0.19%	No change	2,407	$450K
4J Wealth Management LLC	0.37%	Reduce -0.4%	2,464	$448K
SkyOak Wealth, LLC	0.10%	New	2,457	$447K
Visionary Wealth Advisors	0.03%	Add +3.9%	2,453	$446K
Altfest L J & Co. Inc.	0.06%	Add +10.8%	2,451	$446K
Element Pointe Advisors, LLC	0.11%	No change	2,440	$444K
JT Stratford LLC	0.08%	Add +3.5%	2,440	$444K
Almanack Investment Partners, LLC.	0.07%	Reduce -0.3%	2,440	$444K
Freestone Capital Holdings, LLC	0.02%	Add +21.9%	2,424	$441K
Koesten, Hirschmann & Crabtree, INC.	0.28%	No change	2,355	$440K
Okabena Investment Services Inc.	0.14%	No change	2,400	$437K
StoneX Group Inc.	0.03%	Reduce -3.1%	2,395	$436K
Larson Financial Group LLC	0.03%	Add +9.4%	2,395	$436K
Carnegie Investment Counsel	0.01%	Reduce -19.8%	2,394	$436K
Aurora Private Wealth, Inc.	0.38%	Add +3.4%	2,385	$434K
Harel Insurance Investments & Financial Services Ltd.	0.01%	No change	2,391	$431K
Regatta Capital Group, LLC	0.09%	No change	2,366	$431K
Planning Center, Inc.	0.06%	Reduce -2.8%	2,353	$428K
Journey Advisory Group, LLC	0.05%	No change	2,349	$428K
Peterson Wealth Advisors, LLC	0.09%	Reduce -2.2%	2,344	$427K
Discipline Wealth Solutions, LLC	0.34%	New	2,341	$426K
Hara Capital LLC	0.27%	Reduce -9.3%	2,335	$425K
Cornell Pochily Investment Advisors, Inc.	0.16%	Add +6.9%	2,330	$424K
First Interstate Bank	0.03%	Reduce -1.3%	2,320	$422K
Brown Miller Wealth Management, LLC	0.17%	Reduce -10.3%	2,314	$421K
National Bank of Canada	0.00%	Reduce -0.6%	2,318	$419K
Dakota Wealth Management	0.01%	Add +2.8%	2,287	$416K
Reynders McVeigh Capital Management, LLC	0.02%	No change	2,283	$416K
Cabot Wealth Management Inc.	0.05%	Reduce -4.6%	2,285	$416K
One Charles Private Wealth Services, LLC	0.17%	No change	2,277	$414K
Smith Chas P & Associates Pa Cpas	0.02%	Reduce -8.1%	2,273	$414K
GUNN & Co INVESTMENT MANAGEMENT, INC.	0.02%	New	2,273	$414K
Element Wealth, LLC	0.23%	Reduce -3.3%	2,254	$410K
Rockwood Wealth Management, LLC	0.05%	New	2,250	$410K
Blue Zone Wealth Advisors, LLC	0.14%	Reduce -7.5%	2,246	$409K
Union Savings Bank	0.21%	No change	2,243	$408K
Cassady Schiller Wealth Management, LLC	0.17%	No change	2,236	$407K
Turim 21 Investimentos Ltda.	0.10%	No change	2,227	$405K
Jefferies Financial Group Inc.	0.01%	No change	2,223	$405K
Aviso Wealth Management	0.24%	No change	2,223	$405K
HCR Wealth Advisors	0.06%	Add +1.8%	2,221	$404K
Mitchell McLeod Pugh & Williams Inc.	0.09%	Add +28.3%	2,220	$404K
Lifeworks Advisors, LLC	0.11%	Add +10.8%	2,205	$401K
LongView Wealth Management	0.15%	Reduce -0.4%	2,201	$401K
Harvest Investment Services, LLC	0.16%	Reduce -82.3%	2,197	$400K
Mosaic Financial Group, LLC	0.29%	Add +0.3%	2,187	$398K
Fiducient Advisors LLC	0.05%	Add +81.6%	2,186	$398K
New Century Financial Group, LLC	0.17%	New	2,181	$397K
SpiderRock Advisors, LLC	0.01%	Reduce -76.5%	2,177	$396K
First National Bank & Trust Co. of Newtown	0.08%	No change	2,177	$396K
Bank of New Hampshire	0.10%	No change	2,175	$396K
Yousif Capital Management, LLC	0.00%	Add +2.5%	2,172	$395K
Fulcrum Equity Management	0.35%	New	2,154	$392K
Rainey & Randall Wealth Advisors Inc.	0.09%	Add +0.4%	2,152	$392K
Samalin Investment Counsel, LLC	0.18%	Add +78.2%	2,142	$390K
Neuberger Berman Group LLC	0.00%	Add +10.4%	2,141	$390K
Conservest Capital Advisors, Inc.	0.04%	No change	2,080	$389K
IFG Advisors, LLC	0.09%	Add +3.5%	2,133	$388K
Colorado Capital Management, Inc.	0.22%	No change	2,134	$388K
Lloyd Advisory Services, LLC.	0.18%	New	2,123	$386K
Parkside Advisors LLC	0.10%	No change	2,121	$386K
Thrive Wealth Management, LLC	0.08%	Reduce -0.7%	2,119	$386K
Center For Asset Management LLC	0.25%	Add +0.3%	2,117	$385K
Haverford Trust Co	0.00%	Reduce -12.5%	2,108	$384K
Lion Street Advisors, LLC	0.14%	Add +57.1%	2,093	$381K
Triton Financial Group Inc	0.27%	Add +0.3%	2,093	$381K
Enzi Wealth	0.17%	Reduce -1.5%	2,087	$379K
Moors & Cabot, Inc.	0.02%	Add +8.2%	2,075	$378K
Tyler-Stone Wealth Management	0.16%	No change	2,068	$376K
Evergreen Capital Management LLC	0.01%	Reduce -11.7%	2,068	$376K
Deutsche Bank AG	0.00%	No change	2,067	$376K
Mendel Money Management	0.18%	No change	2,055	$374K
Nicolet Advisory Services, LLC	0.04%	No change	2,032	$372K
Vident Advisory, LLC	0.01%	Add +4.7%	2,043	$372K
NTV Asset Management LLC	0.05%	Add +3.8%	2,035	$370K
Annis Gardner Whiting Capital Advisors, LLC	0.11%	Reduce -28.5%	2,034	$370K
BIP Wealth, LLC	0.03%	Add +0.1%	2,031	$370K
First County Bank	0.19%	Reduce -63.6%	2,021	$368K
Capital Investment Advisory Services, LLC	0.04%	Reduce -19.0%	2,015	$367K
Interactive Financial Advisors, Inc.	0.20%	Reduce -0.1%	2,004	$365K
Millington Financial Advisors, LLC	0.25%	Add +0.5%	2,003	$365K
Gray Wealth Management Inc.	0.16%	No change	2,000	$364K
KCM Investment Advisors LLC	0.01%	Reduce -10.6%	2,000	$364K
Sather Financial Group Inc	0.03%	No change	1,998	$364K
Ironwood Investment Counsel, LLC	0.06%	No change	1,995	$363K
Beverly Hills Private Wealth, LLC	0.08%	Reduce -6.1%	1,979	$360K
Boston Financial Mangement LLC	0.01%	No change	1,969	$358K
Curtis Advisory Group, LLC	0.13%	No change	1,964	$357K
BlueChip Wealth Advisors LLC	0.21%	Add +1.9%	1,953	$355K
Washington Trust Bank	0.04%	Reduce -18.6%	1,951	$355K
EWG Elevate Inc.	0.13%	Reduce -0.5%	1,942	$353K
Strategic Family Wealth Counselors, L.L.C.	0.13%	No change	1,941	$353K
Performance Wealth Partners, LLC	0.01%	No change	1,935	$352K
One Capital Management, LLC	0.01%	Add +30.4%	1,926	$351K
Bogart Wealth, LLC	0.02%	Add +0.3%	1,925	$350K
Affiance Financial, LLC	0.09%	No change	1,917	$349K
Blue Chip Partners, LLC	0.03%	Reduce -5.2%	1,899	$346K
Compound Planning, Inc.	0.03%	Reduce -6.9%	1,896	$345K
Aveo Capital Partners, LLC	0.04%	Add +3.2%	1,895	$345K
TrinityPoint Wealth, LLC	0.05%	No change	1,878	$342K
American Investment Services, Inc.	0.06%	Reduce -1.6%	1,877	$342K
Kovack Advisors, Inc.	0.04%	Add +12.1%	1,873	$341K
ShoreHaven Wealth Partners, LLC	0.18%	Reduce -0.7%	1,868	$340K
CGN Advisors LLC	0.04%	Add +3.0%	1,860	$339K
Onyx Bridge Wealth Group LLC	0.05%	Reduce -1.3%	1,838	$335K
Old North State Trust, LLC	0.29%	No change	1,837	$334K
XML Financial, LLC	0.03%	Add +40.5%	1,834	$334K
Beacon Bridge Wealth Partners, LLC	0.15%	Add +0.1%	1,829	$333K
LGL Partners, LLC	0.05%	Add +0.5%	1,828	$333K
Semus Wealth Partners LLC	0.26%	Add +10.4%	1,828	$333K
GC Wealth Management RIA, LLC	0.07%	Reduce -3.3%	1,825	$332K
Westshore Wealth, LLC	0.14%	Add +0.5%	1,816	$330K
Waterway Wealth Management, LLC	0.16%	Reduce -31.4%	1,800	$328K
Sageworth Trust Co of South Dakota	0.48%	No change	1,796	$327K
Woodmont Investment Counsel LLC	0.03%	No change	1,785	$325K
River Street Advisors LLC	0.20%	New	1,775	$323K
Newton One Investments LLC	0.14%	Add +0.5%	1,775	$323K
Partners in Financial Planning	0.07%	Reduce -4.2%	1,766	$321K
Moneco Advisors, LLC	0.05%	No change	1,760	$320K
Guyasuta Investment Advisors Inc.	0.02%	No change	1,842	$320K
Coordinated Financial Services, Inc.	0.28%	Add +0.3%	1,755	$319K
FWG Investments, LLC.	0.32%	Reduce -2.8%	1,753	$319K
Middleton & Co. Inc.	0.04%	Add +6.1%	1,750	$319K
Oliver Lagore Vanvalin Investment Group	0.09%	Reduce -5.2%	1,742	$317K
Evermay Wealth Management LLC	0.05%	No change	1,740	$317K
Arkos Global Advisors	0.05%	No change	1,730	$315K
Paradigm, Strategies in Wealth Management, LLC	0.19%	No change	1,730	$315K
HTLF Bank	0.04%	New	1,728	$315K
Fisher Asset Management	0.00%	Reduce -15.5%	1,721	$313K
LCNB Corp.	0.12%	No change	1,720	$313K
ProVise Management Group, LLC	0.03%	No change	1,719	$313K
Carmichael Hill & Associates, Inc.	0.13%	No change	1,716	$312K
Francis Financial, Inc.	0.09%	No change	1,710	$311K
GDS Wealth Management	0.03%	Reduce -3.1%	1,709	$311K
HMS Capital Management, LLC	0.16%	Reduce -0.1%	1,700	$309K
Tempus Wealth Planning, LLC	0.13%	New	1,698	$309K
Manchester Capital Management LLC	0.04%	No change	1,693	$308K
Howland Capital Management LLC	0.01%	New	1,690	$308K
Baldwin Wealth Partners LLC	0.02%	Reduce -12.5%	1,677	$305K
Gerber Kawasaki Wealth & Investment Management	0.02%	Reduce -0.8%	1,672	$304K
Bangor Savings Bank	0.03%	Reduce -1.2%	1,667	$303K
Pinnacle Wealth Management Advisory Group, LLC	0.03%	No change	1,665	$303K
Greenhouse Wealth Management, LLC	0.22%	No change	1,664	$303K
BancFirst Trust & Investment Management	0.14%	New	1,659	$302K
Permanent Capital Management, LP	0.06%	—	1,541	$301K
Atlantic Union Bankshares Corp	0.02%	No change	1,653	$301K
Wealthquest Corp	0.03%	No change	1,651	$300K
Wimmer Associates 1, LLC	0.15%	No change	1,650	$300K
Clark Capital Management Group, Inc.	0.00%	Add +8.3%	1,643	$299K
Cottonwood Capital Advisors, LLC	0.23%	Reduce -0.5%	1,644	$299K
Kingswood Wealth Advisors, LLC	0.03%	New	1,637	$298K
Goodwin Investment Advisory	0.14%	Reduce -9.7%	1,631	$297K
Quattro Financial Advisors LLC	0.08%	No change	1,623	$295K
Optivise Advisory Services LLC	0.16%	—	1,617	$294K
Stratos Investment Management, LLC	0.02%	Add +3.9%	1,615	$294K
Lanark Financial, Inc.	0.03%	No change	1,612	$293K
Williams Jones Wealth Management, LLC.	0.00%	No change	1,604	$292K
Fairway Wealth LLC	0.17%	No change	1,600	$291K
Aspen Grove Capital, LLC	0.07%	No change	1,599	$291K
NorthRock Partners, LLC	0.01%	Reduce -2.3%	1,599	$291K
Tradewinds, LLC.	0.09%	New	1,599	$291K
Winthrop Advisory Group LLC	0.04%	Add +0.3%	1,599	$291K
Brown Wealth Management, LLC	0.12%	Reduce -0.1%	1,592	$290K
Emergent Wealth Advisors, LLC	0.23%	New	1,578	$287K
Unionview, LLC	0.23%	Add +0.5%	1,573	$286K
Wealthgarden F.S. LLC	0.30%	—	1,572	$286K
Courage Miller Partners, LLC	0.10%	No change	1,568	$285K
Riverwater Partners LLC	0.21%	Reduce -8.0%	1,560	$284K
CIC Wealth, LLC	0.08%	Add +0.5%	1,560	$284K
Sugarloaf Wealth Management, LLC	0.05%	Add +1.6%	1,550	$282K
Macroview Investment Management LLC	0.30%	Add +7.3%	1,548	$282K
TCWP LLC	0.68%	Reduce -4.1%	1,530	$278K
Institute for Wealth Management, LLC.	0.04%	Reduce -23.5%	1,528	$278K
Beaumont Financial Advisors, LLC	0.02%	No change	1,520	$277K
Horizon Family Wealth, Inc.	0.21%	Add +0.5%	1,517	$276K
Caitlin John, LLC	0.20%	No change	1,517	$276K
LaFleur & Godfrey LLC	0.04%	New	1,516	$276K
Select Asset Management & Trust	0.11%	Reduce -10.7%	1,507	$274K
Monetary Management Group Inc.	0.07%	No change	1,500	$273K
Obsidian Cio, LLC	0.06%	Add +0.4%	1,496	$272K
KRS Capital Management, LLC	0.20%	No change	1,495	$272K
L & S Advisors Inc	0.03%	Reduce -0.3%	1,492	$272K
Weaver Consulting Group	0.09%	Reduce -39.0%	1,484	$270K
Parkside Financial Bank & Trust	0.04%	Reduce -2.9%	1,484	$270K
PBMares Wealth Management LLC	0.07%	Add +0.2%	1,482	$270K
Breakwater Capital Group	0.06%	No change	1,476	$269K
Wealth Quarterback LLC	0.15%	Add +3.5%	1,468	$267K
Western Financial Corp	0.16%	Reduce -5.5%	1,465	$267K
Moody LYNN Lieberson & Walker, LLC	0.02%	No change	1,461	$266K
United Community Bank	0.11%	Reduce -15.1%	1,455	$265K
World Equity Group, Inc.	0.08%	Reduce -48.4%	1,454	$265K
Everpar Advisors LLC	0.13%	New	1,450	$264K
First Citizens Financial Corp	0.16%	No change	1,446	$263K
Good Life Advisors, LLC	0.02%	Add +3.4%	1,443	$263K
Denver PWM, LLC	0.10%	Reduce -96.3%	1,443	$263K
Fairview Capital Investment Management, LLC	0.01%	No change	1,428	$260K
FinTrust Capital Advisors, LLC	0.05%	Reduce -5.0%	1,428	$260K
Parthenon LLC	0.03%	No change	1,422	$259K
Beacon Financial Planning, Inc.	0.18%	Add +0.4%	1,417	$258K
Evolution Wealth Advisors, LLC	0.05%	No change	1,414	$257K
Cambridge Financial Group, LLC	0.12%	No change	1,408	$256K
Two West Capital Advisors LLC	0.24%	—	1,407	$256K
LFA - Lugano Financial Advisors SA	0.19%	No change	1,400	$255K
SYM FINANCIAL Corp	0.04%	New	1,395	$254K
Barrett & Company, Inc.	0.11%	No change	1,391	$253K
Sagace Wealth Management LLC	0.25%	—	1,341	$252K
City Holding Co.	0.04%	Reduce -15.3%	1,385	$252K
Nia Impact Advisors, LLC	0.09%	New	1,374	$250K
West Branch Capital LLC	0.09%	No change	1,355	$247K
Strategic Financial Partners, Ltd.	0.14%	No change	1,355	$247K
JTC Employer Solutions Trustee Ltd	0.02%	No change	1,353	$246K
Hills Bank & Trust Co	0.02%	Reduce -1.1%	1,349	$246K
Alexander Randolph Advisory, Inc.	0.23%	No change	1,348	$245K
Essex Bank	0.07%	New	1,347	$245K
Manhattan West Asset Management, LLC	0.07%	New	1,346	$245K
Romano Brothers and Company	0.03%	No change	1,345	$245K
Correct Capital Wealth Management	0.06%	No change	1,334	$243K
Segment Wealth Management, LLC	0.02%	Add +11.7%	1,334	$243K
Chesapeake Wealth Management	0.09%	Reduce -4.0%	1,332	$242K
Appleton Partners Inc.	0.02%	No change	1,323	$241K
Flagship Harbor Advisors, LLC	0.01%	Reduce -19.3%	1,320	$240K
Acorn Wealth Advisors, LLC	0.12%	New	1,318	$240K
Syntegra Private Wealth Group, LLC	0.03%	Add +9.5%	1,316	$240K
McAdam, LLC	0.01%	Add +7.4%	1,307	$238K
Garden State Investment Advisory Services LLC	0.08%	No change	1,306	$238K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	0.00%	Reduce -97.8%	1,301	$237K
Vantage Financial Partners Ltd., Inc.	0.06%	No change	1,300	$237K
Navis Wealth Advisors, LLC	0.27%	Reduce -5.8%	1,295	$236K
Grove Bank & Trust	0.04%	No change	1,290	$235K
Debussy Capital Management LP	0.07%	Add +0.3%	1,284	$234K
Creekmur Asset Management LLC	0.06%	Reduce -31.9%	1,278	$233K
GeoWealth Management, LLC	0.01%	No change	1,268	$231K
Planned Solutions, Inc.	0.11%	No change	1,267	$231K
Delta Investment Management, LLC	0.05%	Add +9.0%	1,266	$230K
Cora Capital Advisors LLC	0.12%	No change	1,257	$229K
Sage Financial Group Inc.	0.02%	Add +0.3%	1,255	$228K
Bellwether Advisors, LLC	0.05%	New	1,252	$228K
PSI Advisors, LLC	0.07%	No change	1,251	$228K
Fee-Only Financial Planning, L.C.	0.15%	Reduce -5.5%	1,244	$226K
Genesee Capital Advisors, LLC	0.11%	No change	1,240	$226K
Sage Private Wealth Group, LLC	0.19%	Reduce -64.6%	1,238	$225K
LaSalle St. Investment Advisors, LLC	0.11%	Reduce -21.1%	1,223	$223K
SeaCrest Wealth Management, LLC	0.03%	Reduce -38.3%	1,206	$220K
Patten & Patten Inc.	0.02%	Add +0.3%	1,204	$219K
Investment Partners Asset Management, Inc.	0.19%	No change	1,200	$218K
Fiduciary Group, LLC	0.02%	No change	1,195	$218K
HM Payson & Co.	0.00%	Reduce -3.9%	1,191	$217K
Portland Global Advisors LLC	0.03%	No change	1,189	$216K
Litman Gregory Wealth Management LLC	0.02%	Add +0.1%	1,185	$216K
Benjamin F. Edwards & Company, Inc.	0.00%	Reduce -81.7%	1,175	$214K
TCTC Holdings, LLC	0.01%	No change	1,175	$214K
Balboa Wealth Partners	0.06%	Reduce -82.5%	1,173	$213K
Founders Capital Management	0.14%	No change	1,172	$213K
Summit Global Investments	0.02%	New	1,163	$212K
Covenant Partners, LLC	0.06%	No change	1,164	$212K
Latitude Advisors, LLC	0.13%	New	1,162	$211K
Obsidian Personal Planning Solutions LLC	0.13%	No change	1,161	$211K
Human Investing LLC	0.04%	No change	1,149	$209K
Hyman Charles D	0.01%	No change	1,150	$209K
Lazard Asset Management LLC	0.00%	No change	1,150	$209K
Walled Lake Planning & Wealth Management, LLC	0.09%	New	1,145	$208K
Truefg, LLC	0.08%	No change	1,145	$208K
Carlton Hofferkamp & Jenks Wealth Management, LLC	0.08%	New	1,091	$208K
Mission Creek Capital Partners, Inc.	0.05%	Reduce -6.9%	1,140	$208K
Vaughan David Investments LLC	0.01%	Reduce -1.0%	1,128	$205K
Valley Wealth Managers, Inc.	0.02%	Reduce -22.1%	1,118	$203K
Cornerstone Wealth Management, LLC	0.02%	New	1,115	$203K
Raab & Moskowitz Asset Management LLC	0.06%	New	1,114	$203K
Vise Technologies, Inc.	0.04%	New	1,102	$201K
Clark Asset Management, LLC	0.06%	No change	1,101	$200K
Mathes Company, Inc.	0.07%	No change	1,100	$200K
Hollencrest Capital Management	0.01%	Add +23.1%	1,089	$198K
Black Cypress Capital Management, LLC	0.19%	No change	1,087	$198K
Trust Co. of Vermont	0.01%	No change	1,079	$196K
Armstrong Advisory Group, Inc.	0.02%	No change	1,012	$184K
Wiser Advisor Group LLC	0.28%	Add +24.8%	987	$180K
Elevation Wealth Partners, LLC	0.08%	Add +0.4%	978	$178K
Gilliland Jeter Wealth Management LLC	0.06%	Add +3.2%	900	$164K
Webster Bank, N. A.	0.02%	No change	898	$163K
Mechanics Financial Corp	0.08%	No change	895	$163K
Global Financial Private Client, LLC	0.07%	Add +31.4%	867	$158K
Founders Financial Alliance, LLC	0.05%	No change	859	$156K
Provident Wealth Management, LLC	0.06%	No change	852	$155K
ORG Partners LLC	0.02%	New	831	$150K
Zions Bancorporation, N.A.	0.01%	New	781	$142K
Mirae Asset Global Investments Co., Ltd.	0.00%	New	769	$140K
Raffa Wealth Management, LLC	0.04%	Add +0.4%	761	$139K
Private Ocean, LLC	0.01%	Reduce -2.6%	757	$138K
Tompkins Financial Corp.	0.01%	Add +13.0%	756	$138K
Activest Wealth Management	0.04%	Add +1292.5%	738	$134K
Assetmark, Inc.	0.00%	Add +5135.7%	733	$133K
Legacy Bridge, LLC	0.08%	Add +0.1%	729	$133K
Beacon Capital Management, LLC	0.02%	Add +10.0%	727	$132K
GPS Wealth Strategies Group, LLC	0.02%	Add +56.7%	727	$132K
Valley National Advisers Inc.	0.02%	Add +0.6%	715	$130K
Crewe Advisors LLC	0.01%	Add +1.0%	708	$129K
Criterion Capital Advisors, LLC	0.08%	Add +20.0%	707	$129K
Citadel Advisors	0.00%	Reduce -76.3%	699	$127K
Colonial Trust Co / SC	0.02%	No change	684	$124K
City State Bank	0.05%	No change	676	$123K
Great Lakes Retirement, Inc.	0.02%	New	673	$122K
Cape Investment Advisory, Inc.	0.05%	Add +7.2%	667	$121K
Kiely Wealth Advisory Group, Inc.	0.06%	No change	634	$117K
Mascoma Wealth Management LLC	0.03%	No change	638	$116K
First PREMIER Bank	0.03%	No change	614	$112K
Householder Group Estate & Retirement Specialist, LLC	0.03%	No change	607	$110K
Cultivar Capital, Inc.	0.09%	New	600	$109K
Advantage Trust Co	0.08%	No change	600	$109K
REAP Financial Group, LLC	0.03%	Reduce -25.2%	575	$105K
Security National Bank	0.01%	Reduce -12.5%	569	$104K
Tradewinds Capital Management, LLC	0.03%	New	547	$100K
Pittenger & Anderson Inc.	0.00%	No change	535	$97K
LGT Financial Advisors LLC	0.20%	Reduce -23.1%	517	$94K
St Germain D J Co. Inc.	0.00%	No change	501	$91K
Ameliora Wealth Management Ltd.	0.04%	No change	500	$91K
Strategic Investment Solutions, Inc.	0.03%	—	477	$91K
Ballast Advisors LLC	0.03%	Reduce -9.1%	497	$90K
Transcendent Capital Group LLC	0.05%	Add +0.8%	495	$90K
Westend Capital Management, LLC	0.03%	No change	497	$90K
Financial Perspectives, Inc	0.03%	Add +0.4%	474	$86K
Tucker Asset Management LLC	0.02%	Add +9.0%	471	$86K
TD Capital Management LLC	0.01%	Reduce -1.9%	468	$85K
Chris Bulman Inc	0.06%	—	463	$84K
WealthCollab, LLC	0.06%	No change	458	$83K
Optimum Investment Advisors	0.04%	No change	450	$82K
Syntrinsic LLC	0.03%	Add +0.7%	436	$79K
Caldwell Trust Co	0.01%	No change	420	$76K
Archer Investment Corp	0.02%	Reduce -35.5%	416	$76K
Rosenberg Matthew Hamilton	0.02%	No change	416	$75K
Atlantic Private Wealth, LLC	0.06%	Reduce -44.5%	407	$74K
Russell Investments Group, Ltd.	0.00%	Add +10075.0%	407	$74K
Register Financial Advisors LLC	0.04%	No change	399	$73K
Sage Mountain Advisors LLC	0.01%	No change	382	$70K
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	379	$69K
Insight Inv LLC	0.06%	No change	376	$68K
Progressive Investment Management Corp	0.02%	No change	375	$68K
Avondale Wealth Management	0.04%	Add +24.8%	362	$66K
TruNorth Capital Management, LLC	0.02%	New	355	$65K
IAG Wealth Partners, LLC	0.01%	No change	350	$64K
HHM Wealth Advisors, LLC	0.01%	Reduce -6.5%	343	$62K
Coppell Advisory Solutions LLC	0.01%	—	341	$62K
Blue Bell Private Wealth Management, LLC	0.01%	No change	317	$58K
Cornerstone Planning Group LLC	0.02%	Reduce -39.1%	311	$56K
Western Pacific Wealth Management, LP	0.04%	No change	301	$55K
Paladin Advisory Group, LLC	0.04%	No change	302	$55K
Rice Partnership, LLC	0.01%	No change	292	$53K
Addison Advisors LLC	0.02%	Add +50.0%	279	$51K
Cordgrass Capital Advisors, LLC	0.02%	No change	271	$49K
WASHINGTON TRUST Co	0.00%	No change	268	$49K
Balentine LLC	0.00%	No change	262	$48K
Palouse Capital Management, Inc.	0.03%	No change	259	$47K
PrairieView Partners, LLC	0.01%	No change	262	$47K
Knuff & Co LLC	0.02%	No change	256	$47K
Rise Advisors, LLC	0.02%	Add +0.4%	250	$46K
ICA Group Wealth Management, LLC	0.03%	Reduce -77.4%	250	$45K
JNBA Financial Advisors	0.00%	Reduce -16.4%	240	$44K
Rain Capital Management, LLC	0.03%	No change	225	$41K
McIlrath & Eck, LLC	0.01%	No change	225	$41K
Ironwood Wealth Management, LLC.	0.01%	Reduce -46.6%	221	$40K
Castleview Partners, LLC	0.02%	New	213	$39K
Cherry Tree Wealth Management, LLC	0.01%	No change	212	$39K
Independence Bank of Kentucky	0.01%	No change	212	$39K
Brown, Lisle/Cummings, Inc.	0.01%	No change	211	$38K
Wetzel Investment Advisors, Inc.	0.02%	No change	199	$37K
Duncker Streett & Co. Inc.	0.01%	No change	200	$36K
Great Lakes Advisors, LLC	0.00%	New	187	$34K
Pension & Wealth Management Advisors, Inc.	0.02%	No change	177	$32K
Avion Wealth	0.01%	Reduce -23.4%	180	$32K
Bfsg, LLC	0.00%	Reduce -50.1%	173	$31K
Peoples Bank	0.02%	No change	163	$30K
CarsonAllaria Wealth Management, Ltd.	0.02%	Add +6.1%	157	$29K
Colony Family Offices, LLC	0.01%	No change	154	$28K
Dunhill Financial, LLC	0.02%	Add +0.7%	144	$26K
Concord Wealth Partners	0.00%	Reduce -11.4%	140	$26K
Grand Wealth Management, LLC	0.01%	No change	130	$24K
Guardian Wealth Advisors, LLC / NC	0.00%	No change	126	$23K
Townsend Asset Management Corp. /NC/	0.01%	No change	123	$22K
Versant Capital Management, Inc	0.01%	No change	123	$22K
Vermillion & White Wealth Management Group, LLC	0.02%	No change	121	$22K
Financial Management Professionals, Inc.	0.00%	No change	114	$21K
Colonial Trust Advisors	0.00%	No change	112	$20K
Abound Wealth Management	0.01%	No change	112	$20K
Davis Capital Management	0.02%	No change	112	$20K
Frazier Financial Advisors, LLC	0.02%	No change	111	$20K
Red Tortoise LLC	0.01%	Reduce -23.1%	110	$20K
Ridgewood Investments LLC	0.01%	New	109	$20K
Atticus Wealth Management, LLC	0.01%	Reduce -81.1%	104	$19K
Quintet Private Bank (Europe) S.A.	0.00%	No change	87	$18K
WFA of San Diego, LLC	0.02%	—	100	$18K
Fortis Group Advisors, LLC	0.00%	No change	100	$18K
DB Fitzpatrick & Co, Inc	0.02%	No change	95	$17K
Hartford Financial Management Inc.	0.00%	No change	94	$17K
POM Investment Strategies, LLC	0.01%	Reduce -99.7%	93	$17K
Indiana Trust & Investment Management Co	0.01%	No change	92	$17K
Ruedi Wealth Management, Inc.	0.01%	No change	90	$16K
Janiczek Wealth Management, LLC	0.00%	No change	87	$16K
Gradient Investments LLC	0.00%	No change	86	$16K
DecisionPoint Financial, LLC	0.01%	No change	81	$15K
Pin Oak Investment Advisors Inc.	0.01%	No change	85	$15K
Studio Investment Management LLC	0.00%	No change	78	$14K
Toth Financial Advisory Corp.	0.00%	No change	71	$13K
American National Bank & Trust	0.00%	New	71	$13K
Front Row Advisors LLC	0.00%	No change	70	$13K
First Pacific Financial	0.00%	Reduce -42.0%	69	$13K
Cardinal Strategic Wealth Guidance	0.00%	Reduce -84.3%	66	$12K
Field & Main Bank	0.00%	No change	61	$11K
Peachtree Investment Partners, LLC	0.00%	No change	57	$10K
MassMutual Private Wealth & Trust, FSB	0.00%	Add +0.0%	50	$9K
Coston, McIsaac & Partners	0.00%	Reduce -51.4%	52	$9K
Balefire, LLC	0.00%	Reduce -76.1%	49	$9K
Financial Network Wealth Advisors LLC	0.01%	New	48	$9K
Cypress Capital, LLC	0.00%	New	47	$9K
First United Bank & Trust	0.00%	No change	45	$8K
Eukles Asset Management	0.00%	No change	41	$7K
1832 Asset Management L.P.	0.00%	New	40	$7K
Voisard Asset Management Group, Inc.	0.00%	No change	37	$7K
New Millennium Group LLC	0.00%	New	37	$7K
Pacific Capital Wealth Advisors, Inc.	0.00%	No change	35	$6K
Mfa Wealth Advisors, LLC	0.00%	New	30	$5K
Nemes Rush Group LLC	0.00%	Reduce -50.0%	24	$4K
Resources Management Corp. /CT/	0.00%	No change	24	$4K
Financial Gravity Asset Management, Inc.	0.00%	New	21	$4K
Iron Horse Wealth Management, LLC	0.00%	No change	20	$4K
M&R Capital Management Inc.	0.00%	No change	20	$4K
Richard W. Paul & Associates, LLC	0.00%	No change	17	$3K
Islay Capital Management, LLC	0.00%	No change	14	$3K
FPC Investment Advisory, Inc.	0.00%	New	13	$2K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.00%	New	13	$2K
Main Street Group, LTD	0.00%	No change	12	$2K
Triad Wealth Partners, LLC	0.00%	New	4	$728
Tower Research Capital LLC (TRC)	0.00%	New	3	$546

"% 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.