iShares S&P 500 Value ETFIVEETF

13F holders, Q4 2024 (December 31)

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

1,558holders +116

74new positions

63sold out

6famous investors

$190.43avg. 13F price*

At the end of Q4 2024, 1,558 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 116 from Q3 2024. 74 opened new positions and 63 sold out. The largest holders were JPMorgan Chase & Co. ($3.2B), Envestnet Asset Management Inc. ($2.6B) and Morgan Stanley ($2.5B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024

	Institutions	Total Value
New Positions	74	$243.3M
Exits	63	$83.2M

All 13F filers, Q3 2024 → Q4 2024: 8,169,953 shares bought and 3,464,443 shares sold, net +4,705,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,558 holders


JPMorgan Chase & Co.	0.25%	Reduce -1.0%	16,853,606	$3.2B
Envestnet Asset Management Inc.	0.82%	Add +3.8%	13,435,769	$2.6B
Morgan Stanley	0.17%	Add +3.9%	13,009,014	$2.5B
Bank of America Corp.	0.14%	Add +2.5%	8,148,548	$1.6B
Wells Fargo & Company	0.30%	Reduce -6.7%	6,486,094	$1.2B
LPL Financial LLC	0.41%	Add +19.1%	5,277,943	$1.0B
UBS Group AG	0.15%	Add +2.3%	3,600,608	$687.3M
Stifel Financial Corp.	0.51%	Add +3.5%	2,576,656	$491.8M
Goldman Sachs Group Inc.	0.09%	Add +5.0%	2,484,586	$474.3M
Ameriprise Financial Inc.	0.12%	Add +7.5%	2,455,376	$468.2M
PNC Financial Services Group, Inc.	0.27%	Add +8.4%	2,142,670	$409.0M
Cetera Investment Advisers	0.65%	Add +11.3%	1,631,317	$311.4M
Raymond James Financial Inc.	0.12%	—	1,630,728	$311.3M
Envestnet Portfolio Solutions, Inc.	0.95%	Add +3.4%	1,527,973	$291.7M
Cwm, LLC	1.15%	Reduce -0.2%	1,449,306	$276.6M
Lido Advisors, LLC	1.70%	Add +46.5%	1,414,358	$270.0M
BlackRock, Inc.	0.00%	Add +2.2%	1,269,854	$242.4M
Royal Bank of Canada	0.05%	Reduce -4.2%	1,221,993	$233.3M
Mariner, LLC	0.35%	Add +0.0%	1,106,614	$211.2M
MAI Capital Management	1.45%	Add +35.5%	1,022,513	$195.2M
Commonwealth Equity Services, LLC	0.28%	Add +8.0%	999,059	$190.7M
M&T Bank Corp	0.61%	Reduce -2.0%	957,583	$182.8M
Park Avenue Securities LLC	1.86%	Add +5.8%	947,689	$180.9M
FMR LLC	0.01%	Add +0.3%	836,540	$159.7M
MML Investors Services, LLC	0.49%	Add +6.5%	748,927	$143.0M
US Bancorp \de	0.18%	Reduce -51.5%	717,400	$136.9M
Composition Wealth, LLC	2.70%	Add +6.3%	697,434	$133.1M
Janney Montgomery Scott LLC	0.35%	Add +2.4%	668,923	$127.7M
Cliftonlarsonallen Wealth Advisors, LLC	2.35%	Reduce -3.9%	635,819	$121.4M
NorthCoast Asset Management LLC	0.56%	Reduce -3.5%	591,809	$113.0M
Rehmann Capital Advisory Group	6.80%	Add +1.1%	562,501	$107.4M
HighTower Advisors, LLC	0.14%	Add +3.5%	546,802	$104.4M
Osaic Holdings, Inc.	0.23%	Add +9.4%	579,785	$102.4M
Sanctuary Advisors, LLC	0.61%	Add +2.7%	487,271	$96.2M
Foundations Investment Advisors, LLC	1.82%	Add +11.8%	493,316	$94.2M
NewEdge Advisors, LLC	0.55%	Add +41.9%	483,082	$92.2M
Calamos Wealth Management LLC	4.64%	Add +0.5%	478,996	$91.4M
Avantax Advisory Services, Inc.	0.56%	Add +2.4%	468,838	$89.5M
Truist Financial Corp.	0.14%	Add +4.7%	461,953	$88.2M
OneDigital Investment Advisors LLC	0.98%	Reduce -0.9%	442,029	$84.4M
LVZ, Inc.	10.70%	Add +1.6%	436,966	$83.4M
Focus Partners Wealth	0.21%	Add +56.8%	416,996	$79.6M
Betterment LLC	0.19%	Reduce -2.7%	416,031	$79.4M
Bank of New York Mellon Corp	0.01%	Add +5.9%	412,823	$78.8M
USA Financial Formulas	12.13%	New	404,398	$77.2M
Kestra Advisory Services, LLC	0.42%	Reduce -16.9%	401,937	$76.7M
Home Federal Bank of Tennessee	21.80%	Reduce -2.2%	385,974	$73.7M
Comerica Bank	0.28%	Add +0.4%	369,889	$70.6M
Cambridge Investment Research Advisors, Inc.	0.23%	Add +12.8%	362,416	$69.2M
Modern Wealth Management, LLC	2.57%	Add +4363.6%	360,523	$68.8M
United Capital Financial Advisors, LLC	0.58%	Reduce -0.6%	357,398	$68.2M
Charles Schwab Investment Management Inc.	0.01%	Reduce -5.5%	340,291	$65.0M
Praetorian Wealth Management, Inc.	15.70%	Add +1.7%	338,495	$64.6M
Baird Financial Group, Inc.	0.12%	Reduce -1.1%	337,828	$64.5M
Moneta Group Investment Advisors LLC	0.87%	Reduce -0.9%	325,880	$62.2M
JB Capital LLC	3.45%	Add +6.0%	322,652	$61.6M
Valmark Advisers, Inc.	0.93%	Reduce -3.1%	312,314	$59.6M
Financial Engines Advisors L.L.C.	0.12%	Add +9.9%	309,790	$59.1M
Rockefeller Capital Management L.P.	0.15%	Add +9.2%	302,187	$57.7M
Courier Capital LLC	3.85%	Add +0.1%	292,201	$55.8M
Barclays PLC	0.03%	Add +7.3%	284,280	$54.3M
Bank of Montreal	0.03%	Add +0.2%	284,004	$54.2M
LPWM LLC	17.16%	Add +0.9%	279,915	$53.4M
Peninsula Wealth, LLC	9.11%	Add +0.2%	279,913	$53.4M
Northwestern Mutual Wealth Management Co.	0.04%	Reduce -5.7%	275,019	$52.5M
McKinley Carter Wealth Services, Inc.	3.19%	Reduce -4.0%	273,206	$52.1M
Amarillo National Bank	9.53%	Reduce -0.2%	272,053	$51.9M
Frank, Rimerman Advisors LLC	3.74%	No change	269,955	$51.5M
Probity Advisors, Inc.	9.89%	Add +2.4%	269,058	$51.4M
Jones Financial Companies LLLP	0.05%	Add +32.2%	264,511	$50.5M
Fifth Third Bancorp	0.18%	Reduce -8.5%	263,429	$50.3M
Keybank National Association	0.18%	Reduce -1.5%	245,156	$46.8M
Thrivent Financial for Lutherans	0.09%	Reduce -1.7%	230,448	$45.4M
Evoke Wealth, LLC	1.25%	Add +3.6%	235,338	$44.9M
Strategic Point Investment Advisors, LLC	7.32%	Add +1.3%	235,303	$44.9M
CX Institutional	1.76%	Add +40.2%	232,351	$44.4M
Regions Financial Corp.	0.32%	Add +11.7%	230,329	$44.0M
Manufacturers Life Insurance Company, The	0.04%	New	218,420	$41.7M
Baker Avenue Asset Management, LP	1.22%	Add +0.3%	208,579	$39.8M
Berkshire Money Management, Inc.	4.29%	Add +0.9%	206,526	$39.4M
Equitable Holdings, Inc.	0.37%	Add +1.6%	205,964	$39.3M
Salomon & Ludwin, LLC	4.15%	Reduce -5.4%	205,016	$39.1M
Rwa Wealth Partners, LLC	0.48%	Reduce -3.4%	204,632	$39.1M
Private Advisor Group, LLC	0.22%	Add +2.0%	201,170	$38.4M
Smith, Moore & Co.	3.47%	Reduce -3.0%	198,729	$37.9M
Davis Selected Advisers	0.22%	Add +1452.8%	197,175	$37.6M
Atria Wealth Solutions, Inc.	0.41%	Add +0.5%	195,339	$37.3M
Phillips Financial Management, LLC	2.90%	Reduce -22.8%	193,255	$36.9M
BNP Paribas Financial Markets	0.03%	Add +46.0%	192,440	$36.7M
Quantitative Strategies, Inc.	19.41%	Reduce -0.6%	190,181	$36.3M
Pinkerton Wealth, LLC	5.16%	New	186,462	$35.6M
Northern Trust Corp.	0.01%	Add +4.3%	185,440	$35.4M
1834 Investment Advisors Co.	4.35%	Reduce -6.3%	180,202	$34.4M
AE Wealth Management LLC	0.29%	Add +32.2%	178,438	$34.1M
North Star Investment Management Corp.	2.37%	Reduce -1.8%	178,004	$34.0M
Advocacy Wealth Management, LLC	2.54%	Add +9.7%	175,124	$33.4M
Foundation Wealth Management, LLC	25.67%	Reduce -2.6%	173,218	$33.1M
Koss-Olinger Consulting, LLC	2.89%	Reduce -1.2%	173,045	$33.0M
West Wealth Group, LLC	9.75%	Add +7.0%	171,204	$32.7M
Spire Wealth Management	0.96%	Add +2.9%	162,706	$31.1M
Greenup Street Wealth Management LLC	6.03%	Add +49.5%	159,105	$30.4M
Financial Life Advisors	11.30%	Add +1.0%	157,540	$30.1M
Encompass Wealth Advisors, LLC	12.04%	Add +3.9%	156,214	$29.8M
Greenleaf Trust	0.27%	Add +0.4%	152,807	$29.2M
Cahill Financial Advisors Inc.	3.95%	Add +2.2%	152,662	$29.1M
Condor Capital Management	2.50%	Add +0.0%	148,613	$28.4M
Austin Private Wealth, LLC	2.65%	Add +7.6%	147,780	$28.2M
Per Stirling Capital Management, LLC.	3.99%	Reduce -23.4%	147,205	$28.1M
Banco Bilbao Vizcaya Argentaria, S.A.	0.29%	Reduce -7.9%	145,459	$28.0M
Transform Wealth, LLC	1.55%	Add +2.2%	145,947	$27.9M
Mma Asset Management LLC	12.04%	Reduce -36.7%	144,380	$27.6M
Principal Securities, Inc.	0.62%	Add +12.9%	143,452	$27.4M
Powell Investment Advisors, LLC	12.65%	Add +0.2%	142,981	$27.3M
Kestra Investment Management, LLC	1.07%	Add +16.0%	142,042	$27.1M
Creative Planning	0.03%	Add +18.1%	135,700	$25.9M
TD Waterhouse Canada Inc.	0.21%	Add +1.3%	134,883	$25.7M
Captrust Financial Advisors	0.07%	Add +0.7%	132,830	$25.4M
JFS Wealth Advisors, LLC	1.73%	Reduce -0.4%	132,779	$25.3M
First Hawaiian Bank	0.81%	Reduce -9.4%	130,329	$24.9M
Bokf, NA	0.41%	Add +8.9%	130,432	$24.5M
Stratos Wealth Partners, LTD.	0.35%	Add +7.8%	127,806	$24.4M
Atria Investments, Inc	0.30%	Add +15.9%	124,948	$23.9M
Droms Strauss Advisors Inc. /Mo/	7.77%	Add +0.8%	124,736	$23.8M
Citigroup Inc.	0.02%	Add +1.1%	119,398	$22.8M
CreativeOne Wealth, LLC	0.69%	Add +3.3%	118,355	$22.6M
Lutz Financial Services LLC	1.82%	Reduce -0.2%	118,224	$22.6M
Quest Investment Management LLC	2.62%	No change	118,032	$22.5M
Pathstone Holdings, LLC	0.10%	Reduce -0.8%	117,834	$22.5M
Gladstone Institutional Advisory LLC	1.04%	Add +16.2%	117,074	$22.3M
DDFG, Inc	6.37%	Reduce -0.8%	115,552	$22.1M
MV Capital Management, Inc.	2.35%	Reduce -3.5%	115,408	$22.0M
Ameritas Investment Partners, Inc.	0.71%	Reduce -2.5%	113,920	$21.7M
Arax Advisory Partners	1.37%	Reduce -1.4%	113,651	$21.7M
Kwmg, LLC	2.19%	Reduce -0.6%	111,172	$21.2M
Clearstead Advisors, LLC	0.32%	Reduce -1.5%	111,047	$21.2M
Peapack Gladstone Financial Corp.	0.31%	Add +1.9%	110,354	$21.1M
Ewa, LLC	7.88%	Add +5.3%	109,879	$21.0M
Allworth Financial LP	0.11%	Reduce -1.5%	105,850	$20.7M
Waverly Advisors, LLC	0.32%	Add +17.4%	108,328	$20.7M
JSF Financial, LLC	5.52%	Add +2.3%	108,226	$20.7M
Sigma Planning Corp	0.65%	Reduce -4.1%	108,186	$20.7M
TD Private Client Wealth LLC	0.57%	Add +6.1%	106,138	$20.3M
Choreo, LLC	0.28%	Reduce -1.8%	103,774	$19.8M
BOK Financial Private Wealth, Inc.	1.43%	Reduce -3.2%	103,220	$19.7M
Callan Family Office, LLC	1.24%	Add +12.0%	102,346	$19.5M
Integrated Wealth Concepts LLC	0.23%	Reduce -5.3%	102,067	$19.5M
GHP Investment Advisors, Inc.	0.89%	Reduce -1.0%	99,978	$19.1M
Ieq Capital, LLC	0.18%	Add +83.7%	99,907	$19.1M
Mesirow Financial Investment Management, Inc.	0.37%	Reduce -2.6%	98,256	$18.8M
Graypoint LLC	1.14%	Add +13.6%	98,170	$18.7M
Ironwood Financial, llc	3.91%	Reduce -6.0%	97,722	$18.7M
Patriot Financial Group Insurance Agency, LLC	2.46%	Add +4.6%	96,019	$18.3M
First Merchants Corp.	0.70%	Add +1.7%	95,408	$18.2M
SilverOak Wealth Management LLC	3.89%	Add +0.9%	94,714	$18.1M
Corebridge Financial, Inc.	0.10%	Reduce -29.5%	93,300	$17.8M
Cullen/Frost Bankers, Inc.	0.24%	Reduce -3.2%	93,096	$17.8M
Watts Gwilliam & Co., LLC	3.74%	Add +12.1%	92,706	$17.7M
Saiph Capital, LLC	7.87%	Add +1.9%	90,800	$17.3M
Narwhal Capital Management	1.51%	Reduce -0.7%	89,784	$17.1M
Wealth Alliance, LLC	2.04%	Add +2.0%	89,492	$17.1M
Concurrent Investment Advisors, LLC	0.46%	Add +109.0%	89,419	$17.1M
Mercer Global Advisors Inc.	0.04%	Reduce -1.6%	88,708	$16.9M
Prism Advisors, Inc.	5.06%	Add +19.3%	88,429	$16.9M
Matthew Goff Investment Advisor, LLC	3.13%	Add +0.0%	88,277	$16.9M
Farther Finance Advisors, LLC	0.61%	Add +9.7%	88,162	$16.8M
Savant Capital, LLC	0.13%	Reduce -2.9%	87,544	$16.7M
Icon Wealth Advisors, LLC	1.35%	Add +0.7%	85,677	$16.4M
Wealth Enhancement Advisory Services, LLC	0.03%	Add +1.4%	85,548	$16.3M
WealthPlan Investment Management, LLC	1.60%	Add +4.2%	84,997	$16.2M
Beacon Pointe Advisors, LLC	0.18%	Reduce -0.1%	83,547	$15.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	1.29%	Add +15.4%	83,207	$15.9M
FineMark National Bank & Trust	0.55%	Add +2.0%	83,012	$15.8M
Clear Creek Financial Management, LLC	1.71%	Add +1104.2%	82,826	$15.8M
ETF Portfolio Partners, Inc.	4.73%	Reduce -24.1%	82,443	$15.7M
Global Retirement Partners, LLC	0.45%	Reduce -3.2%	81,437	$15.5M
SteelPeak Wealth, LLC	0.63%	Add +3.6%	79,816	$15.2M
Financial Advocates Investment Management	0.86%	Add +18.5%	77,194	$15.1M
Modera Wealth Management, LLC	0.18%	Reduce -2.5%	78,658	$15.0M
Independent Solutions Wealth Management, LLC	3.25%	Reduce -23.5%	77,901	$14.9M
Cerity Partners LLC	0.03%	Add +6.9%	77,391	$14.8M
Durante & Waters, LLC	12.14%	Reduce -24.3%	77,052	$14.7M
Pettinga Financial Advisors LLC	3.33%	Add +2.3%	77,048	$14.7M
Sharkey, Howes & Javer	2.06%	Add +2.4%	76,730	$14.6M
Alesco Advisors, LLC, An ESL Co	0.46%	Reduce -2.8%	76,287	$14.6M
RTD Financial Advisors, Inc.	1.86%	Reduce -1.7%	75,758	$14.5M
Perigon Wealth Management, LLC	0.35%	Add +13.4%	74,782	$14.4M
Brass Tax Wealth Management, Inc.	3.01%	Reduce -1.0%	74,951	$14.3M
Stokes Family Office, LLC	1.52%	Add +0.6%	74,490	$14.2M
Merit Financial Group, LLC	0.26%	Add +122.6%	74,384	$14.2M
High Falls Advisors, Inc	3.25%	Reduce -0.3%	73,394	$14.0M
Trustmark Bank Trust Department	1.04%	Add +0.4%	73,181	$14.0M
M1 Capital Management LLC	7.36%	—	71,423	$13.6M
Quadrature Capital Ltd	0.27%	New	70,731	$13.5M
Horst & Graben Wealth Management LLC	2.40%	Add +1.7%	70,608	$13.5M
KMG Fiduciary Partners, LLC	1.11%	Add +0.2%	70,149	$13.4M
Trust Point Inc.	0.93%	Reduce -2.0%	70,143	$13.4M
UMB Bank, n.a.	0.21%	Reduce -1.5%	69,757	$13.3M
Ironwood Wealth Management, Inc.	6.55%	Reduce -0.2%	70,558	$13.3M
Brookstone Capital Management	0.19%	Reduce -5.1%	69,237	$13.2M
Integrity Alliance, Llc.	1.43%	—	69,029	$13.2M
Federation des caisses Desjardins du Quebec	0.07%	Reduce -1.7%	68,663	$13.1M
Cosner Financial Group, LLC	8.24%	Add +5.7%	68,102	$13.0M
Blue Trust, Inc.	0.17%	Reduce -5.9%	67,715	$12.9M
Occidental Asset Management, LLC	2.00%	Reduce -1.3%	67,036	$12.8M
First Horizon Advisors, Inc.	0.35%	Add +12.2%	66,361	$12.7M
Wilmington Savings Fund Society, FSB	0.23%	Reduce -2.2%	65,887	$12.6M
Spectrum Wealth Counsel, LLC	1.48%	Reduce -3.2%	65,838	$12.6M
IHT Wealth Management, LLC	0.40%	Reduce -4.1%	65,684	$12.5M
Astoria Strategic Wealth, Inc.	3.72%	Add +1.9%	65,574	$12.5M
Signature Wealth Management Partners, LLC	8.58%	Add +8.3%	65,480	$12.5M
Avitas Wealth Management LLC	1.72%	Add +0.6%	65,309	$12.5M
Eq LLC	5.81%	Add +69.4%	64,837	$12.4M
Citizens Financial Group Inc.	0.24%	Add +0.2%	64,620	$12.3M
Associated Banc-Corp	0.37%	Add +5.3%	64,487	$12.3M
BKM Wealth Management, LLC	5.04%	Reduce -0.5%	64,306	$12.3M
Prosperity Planning, Inc.	5.56%	Reduce -12.1%	64,027	$12.2M
Invst, LLC	1.48%	Add +5.6%	63,814	$12.2M
Orion Porfolio Solutions, LLC	0.12%	Reduce -2.8%	63,724	$12.2M
Orion Portfolio Solutions, LLC	0.12%	Reduce -2.8%	63,724	$12.2M
Camarda Financial Advisors, LLC	4.51%	New	62,930	$12.0M
Blue Edge Capital, LLC	1.89%	Add +65.3%	62,914	$12.0M
Bank Pictet & Cie (Europe) AG	0.26%	Reduce -0.7%	62,390	$11.9M
Townsquare Capital LLC	0.13%	Add +147.2%	62,357	$11.9M
Stone House Investment Management, LLC	3.01%	Reduce -14.5%	61,987	$11.8M
J.W. Cole Advisors, Inc.	0.48%	Reduce -3.7%	61,692	$11.8M
Guidance Point Advisors, LLC	3.41%	Add +2.7%	61,278	$11.7M
Advisory Services Network, LLC	0.22%	Add +19.7%	61,181	$11.7M
Instrumental Wealth, LLC	11.03%	Add +9.8%	59,349	$11.7M
&partners	0.14%	Add +21.4%	60,753	$11.6M
Thoma Capital Management LLC	7.93%	—	60,680	$11.6M
Liberty Wealth Management LLC	1.89%	Add +3.0%	59,361	$11.3M
Kestra Private Wealth Services, LLC	0.19%	Reduce -3.8%	59,175	$11.3M
Physician Wealth Advisors, Inc.	1.86%	Add +4.0%	57,586	$11.0M
Capital Analysts, LLC	0.44%	Add +2.7%	56,840	$10.8M
Broadview Financial Management, LLC	7.73%	Reduce -6.4%	56,628	$10.8M
Smith Anglin Financial, LLC	1.01%	Add +0.1%	56,261	$10.7M
AQR Capital Management	0.01%	Add +514.4%	55,232	$10.5M
Laird Norton Wetherby Wealth Management, LLC	0.50%	Reduce -18.4%	54,950	$10.5M
Parallel Advisors, LLC	0.24%	Reduce -0.9%	54,698	$10.4M
Financial Enhancement Group LLC	1.60%	Add +38.4%	55,100	$10.4M
Bank of Stockton	3.15%	Add +3.5%	54,261	$10.4M
Steward Partners Investment Advisory, LLC	0.09%	Add +1.3%	54,131	$10.3M
Keystone Financial Services	3.91%	Add +1.4%	53,466	$10.2M
Citadel Advisors	0.01%	Add +298.8%	53,395	$10.2M
Arlington Trust Co LLC	2.14%	Reduce -1.5%	53,156	$10.1M
Concourse Financial Group Securities, Inc.	0.57%	Reduce -2.5%	51,918	$10.1M
One Wealth Advisors, LLC	1.50%	Add +3.5%	52,907	$10.1M
Security Financial Services, INC.	2.05%	Add +0.0%	52,801	$10.1M
Detalus Advisors, LLC	3.31%	Add +1.8%	52,649	$10.0M
Traynor Capital Management, Inc.	0.77%	Reduce -15.9%	52,261	$10.0M
Michelson Medical Research Foundation, Inc.	8.30%	No change	51,905	$9.9M
Asset Management Group, Inc.	1.76%	Reduce -1.4%	51,790	$9.9M
Acropolis Investment Management, LLC	0.58%	Reduce -2.2%	51,582	$9.8M
ADG Wealth Management Group, LLC	8.70%	—	51,348	$9.8M
Western Wealth Management, LLC	0.52%	Add +0.6%	51,054	$9.7M
LBMC Investment Advisors, LLC	0.76%	Add +0.1%	50,621	$9.7M
Financial Advisors Network, Inc.	1.60%	—	50,376	$9.6M
Sierra Capital LLC	1.12%	Reduce -8.3%	49,648	$9.5M
True Freedom Investing, LLC	4.10%	—	49,557	$9.5M
Ausdal Financial Partners, Inc.	0.81%	Add +6.4%	49,144	$9.4M
Triad Wealth Partners, LLC	3.36%	Add +138.8%	48,752	$9.3M
Forte Asset Management LLC	4.94%	Reduce -0.2%	48,736	$9.3M
Corient Private Wealth LP	0.02%	Reduce -35.3%	105,232	$9.2M
Alternative Investment Advisors, LLC.	4.80%	Reduce -8.6%	48,248	$9.2M
Scissortail Wealth Management, LLC	2.34%	Add +5814.3%	47,906	$9.1M
Sunbelt Securities, Inc.	0.80%	Add +15.2%	47,756	$9.1M
HB Wealth Management, LLC	0.09%	Reduce -1.4%	47,288	$9.0M
Csenge Advisory Group	0.49%	Add +1.2%	47,100	$9.0M
Rodgers & Associates, LTD	1.07%	Add +3.2%	46,894	$9.0M
Seros Financial, LLC	8.01%	—	48,872	$8.9M
Focus Financial Network, Inc.	0.35%	Add +8.1%	46,598	$8.9M
Pinnacle Financial Partners Inc	0.18%	Add +1.0%	46,213	$8.9M
Franklin Resources Inc.	0.00%	Add +50.0%	46,258	$8.8M
B. Riley Wealth Advisors, Inc.	0.29%	Reduce -30.1%	45,784	$8.7M
FAS Wealth Partners, Inc.	0.73%	Reduce -0.3%	45,769	$8.7M
Harbour Investments, Inc.	0.25%	Reduce -8.8%	45,567	$8.7M
PAX Financial Group, LLC	1.55%	Add +8.2%	45,494	$8.7M
LMG Wealth Partners, LLC	1.89%	Add +0.2%	45,382	$8.7M
Mutual Advisors, LLC	0.25%	Reduce -12.2%	44,598	$8.6M
Ascension Capital Advisors, Inc.	3.68%	Add +4185.1%	44,265	$8.4M
Great Valley Advisor Group, Inc.	0.19%	Add +1.2%	43,534	$8.3M
Edmond DE Rothschild Holding S.A.	0.14%	Reduce -14.3%	43,232	$8.3M
Tidemark, LLC	3.13%	Add +9.6%	42,807	$8.2M
Efficient Advisors, LLC	0.52%	Reduce -10.8%	42,624	$8.1M
Geneos Wealth Management Inc.	0.28%	Add +0.8%	42,614	$8.1M
Guardian Wealth Advisors, LLC	5.20%	Reduce -26.7%	42,513	$8.1M
Ascent Group, LLC	0.61%	Add +6.2%	42,303	$8.1M
Cypress Wealth Services, LLC	1.62%	Add +5.1%	42,145	$8.0M
Fifth Third Securities, Inc.	0.68%	Add +29.9%	42,102	$8.0M
CoreCap Advisors, LLC	0.36%	Add +191.5%	41,937	$8.0M
EP Wealth Advisors, LLC	0.07%	Add +4.1%	41,698	$8.0M
Robertson Stephens Wealth Management, LLC	0.28%	Reduce -31.1%	41,438	$7.9M
StoneX Group Inc.	0.43%	Add +1572.7%	41,282	$7.9M
TSA Wealth Managment LLC	3.20%	Reduce -0.5%	41,247	$7.9M
Alliancebernstein L.P.	0.00%	Add +3.1%	41,003	$7.8M
United Asset Strategies, Inc.	0.71%	Add +1.6%	40,389	$7.7M
Capital Advisors, Ltd. LLC	0.97%	Add +2.1%	40,300	$7.7M
Nvest Financial, LLC	3.89%	Add +3.1%	40,149	$7.7M
Avidian Wealth Enterprises, LLC	0.34%	Reduce -0.9%	39,501	$7.5M
Sei Investments Co.	0.01%	Reduce -1.0%	39,406	$7.5M
Florin Court Capital LLP	7.75%	Reduce -25.7%	39,100	$7.5M
Kilter Group LLC	4.84%	—	38,960	$7.4M
Exencial Wealth Advisors, LLC	0.27%	Add +0.0%	38,953	$7.4M
Centerpoint Advisors, LLC	2.60%	Reduce -2.2%	38,933	$7.4M
Norden Group LLC	0.83%	Add +979.6%	38,521	$7.4M
Blair William & Co.	0.02%	Add +1.9%	38,101	$7.3M
Forvis Mazars Wealth Advisors, LLC	0.17%	Add +10.6%	38,085	$7.3M
First Heartland Consultants, Inc.	0.74%	Add +10.7%	37,985	$7.3M
Bradley Foster & Sargent Inc.	0.12%	Reduce -3.0%	37,978	$7.2M
WealthShield Partners, LLC	1.02%	Reduce -2.6%	37,789	$7.2M
Scarborough Advisors, LLC	1.02%	Add +3.2%	37,725	$7.2M
Stratos Wealth Advisors, LLC	0.34%	Reduce -2.2%	37,707	$7.2M
Cresset Asset Management, LLC	0.03%	Reduce -21.8%	37,666	$7.2M
Polianta Ltd	3.43%	Add +0.8%	37,600	$7.2M
Lansing Street Advisors	2.48%	Add +20.8%	37,316	$7.1M
Stonegate Investment Group, LLC	0.19%	Add +5.5%	37,016	$7.1M
ONE Advisory Partners, LLC	3.12%	Reduce -0.0%	36,836	$7.0M
Trek Financial, LLC	0.52%	Add +7.3%	36,694	$7.0M
Ehrlich Financial Group	4.97%	Reduce -2.2%	36,642	$7.0M
Daymark Wealth Partners, LLC	0.29%	Add +0.3%	36,412	$7.0M
Snowden Capital Advisors LLC	0.22%	Reduce -1.9%	36,303	$6.9M
Amundi	0.00%	Reduce -55.8%	36,000	$6.9M
Opal Wealth Advisors, LLC	2.06%	Add +5.4%	36,040	$6.9M
Hancock Whitney Corp.	0.22%	Add +49.0%	35,798	$6.8M
Wealthspire Advisors, LLC	0.07%	Add +13.5%	35,715	$6.8M
Pacific Financial Group Inc.	5.04%	Reduce -1.7%	35,606	$6.8M
Quadrant Private Wealth Management, LLC	1.65%	Add +3.5%	35,227	$6.7M
Madrona Financial Services, LLC	1.83%	Add +13.2%	35,158	$6.7M
YHB Investment Advisors, Inc.	0.55%	Add +0.5%	35,156	$6.7M
Sovran Advisors, LLC	0.95%	—	35,037	$6.7M
Two Sigma Investments, LP	0.02%	New	34,900	$6.7M
Lighthouse Financial LLC	5.37%	—	34,649	$6.6M
Ashton Thomas Private Wealth, LLC	0.26%	Add +48.1%	34,537	$6.6M
Moloney Securities Asset Management, LLC	0.89%	Add +1062.6%	34,447	$6.6M
Kelly Financial Services LLC	2.37%	Add +7.7%	34,414	$6.6M
Pure Financial Advisors, LLC	0.15%	Reduce -3.6%	34,271	$6.5M
Gunma Bank,Ltd.	2.14%	Add +277.8%	34,000	$6.5M
Willis Johnson & Associates, Inc.	0.50%	Reduce -1.2%	33,995	$6.5M
Natixis Advisors, LLC	0.01%	Add +11.9%	33,732	$6.4M
Centaurus Financial, Inc.	0.39%	Add +345.7%	33,577	$6.4M
Vicus Capital	0.57%	Reduce -1.4%	33,393	$6.4M
Wescott Financial Advisory Group, LLC	0.66%	Add +6.7%	33,197	$6.3M
Apollon Wealth Management, LLC	0.14%	Add +11.8%	32,892	$6.3M
Regal Investment Advisors LLC	0.47%	Add +1.0%	32,816	$6.3M
Compass Capital Corp. /Ma/	2.42%	—	31,664	$6.2M
Nicolet Bankshares Inc.	1.19%	Reduce -0.0%	31,970	$6.1M
Rothschild Wealth LLC	1.78%	Add +560.5%	31,954	$6.1M
Tortoise Investment Management, LLC	0.64%	Reduce -2.1%	31,706	$6.1M
Independent Advisor Alliance	0.08%	New	31,605	$6.0M
Avestar Capital, LLC	0.55%	Reduce -10.8%	31,491	$6.0M
Avid Wealth Partners LLC	4.20%	Add +3.3%	30,996	$5.9M
Carbahal Olsen Financial Services Group, LLC	5.45%	—	30,971	$5.9M
Bay Harbor Wealth Management, LLC	1.91%	Add +6.0%	30,874	$5.9M
Sapient Capital LLC	0.11%	Add +2.4%	30,860	$5.9M
Swmg, LLC	2.33%	Add +10.0%	29,940	$5.9M
Equitable Trust Co.	0.32%	New	30,417	$5.8M
Mayflower Financial Advisors, LLC	0.87%	Add +7.4%	30,338	$5.8M
Banco Santander, S.A.	0.07%	Reduce -68.8%	30,160	$5.8M
Brown Advisory Inc.	0.01%	Reduce -3.0%	30,079	$5.7M
Keebeck Wealth Management	0.82%	Add +2.6%	29,690	$5.7M
Apeiron RIA LLC	1.58%	Add +2.5%	29,581	$5.6M
Pathway Financial Advisors LLC	1.29%	Reduce -0.4%	29,387	$5.6M
IFP Advisors, Inc	0.18%	Add +0.6%	29,264	$5.6M
Prime Capital Investment Advisors, LLC	0.08%	Reduce -3.6%	28,973	$5.5M
Financial Synergies Wealth Advisors, Inc.	0.68%	Add +0.6%	28,709	$5.5M
Sax Wealth Advisors, LLC	0.43%	Add +25.1%	28,478	$5.4M
Sterling Investment Advisors LLC	3.11%	Reduce -6.5%	27,897	$5.3M
LYNX Capital Group Ltd.	3.06%	Add +12.5%	27,871	$5.3M
Maia Wealth LLC	1.14%	Add +8.8%	26,640	$5.3M
Stenger Family Office, LLC	1.78%	—	27,506	$5.3M
Old Mission Investment Co LLC	1.57%	Reduce -1.9%	27,442	$5.2M
CFS Investment Advisory Services, LLC	0.47%	Reduce -5.2%	27,178	$5.2M
Peoples Bank	3.04%	Reduce -0.3%	27,049	$5.2M
First Trust Advisors LP	0.00%	Add +2.1%	26,915	$5.1M
WCG Wealth Advisors LLC	0.34%	Add +2.3%	26,767	$5.1M
Vertex Planning Partners, LLC	1.12%	Add +1.7%	26,664	$5.1M
Edgar Lomax Co.	0.32%	Add +36.7%	26,139	$5.0M
Founders Grove Wealth Partners, LLC	1.44%	—	25,962	$5.0M
Dorsey & Whitney Trust CO LLC	0.27%	No change	25,907	$4.9M
5T Wealth, LLC	2.70%	—	25,845	$4.9M
Prospera Financial Services Inc	0.11%	Add +7.1%	25,812	$4.9M
Oppenheimer & Co. Inc.	0.07%	Add +1.4%	25,669	$4.9M
Allstate Corp.	0.14%	Add +30.6%	25,620	$4.9M
Heck Capital Advisors, LLC	0.56%	Reduce -10.4%	25,560	$4.9M
Charter Oak Capital Management, LLC	0.45%	Reduce -2.6%	25,496	$4.9M
O'Connor Financial Group LLC	2.47%	Reduce -4.3%	24,799	$4.7M
Cranbrook Wealth Management, LLC	1.10%	Reduce -0.3%	24,785	$4.7M
Soltis Investment Advisors LLC	0.44%	Reduce -38.3%	24,694	$4.7M
W Advisors, LLC	2.88%	Reduce -6.4%	24,427	$4.7M
Hilltop Wealth Advisors, LLC	2.34%	Reduce -2.8%	24,283	$4.6M
RFG Advisory, LLC	0.13%	Reduce -7.5%	24,229	$4.6M
Bartlett & Co. Wealth Management LLC	0.07%	Reduce -5.2%	24,074	$4.6M
CIBC Private Wealth Group LLC	0.01%	Reduce -5.9%	23,948	$4.6M
Investment Partners, LTD.	1.88%	Reduce -0.2%	23,882	$4.6M
SCS Capital Management LLC	0.09%	No change	23,821	$4.5M
Acas, LLC	3.35%	Reduce -0.9%	23,001	$4.5M
SigFig Wealth Management, LLC	0.16%	Add +4.1%	23,642	$4.5M
Resolute Wealth Strategies, LLC	2.32%	Reduce -3.1%	23,587	$4.5M
Arcadia Investment Advisors LLC	2.45%	Reduce -4.6%	23,557	$4.5M
Sterling Financial Planning, Inc.	1.64%	Reduce -2.5%	23,399	$4.5M
Flagstar Securities, Inc.	1.11%	Add +3.2%	23,261	$4.4M
Quotient Wealth Partners, LLC	0.14%	Reduce -6.0%	23,131	$4.4M
RKL Wealth Management LLC	0.39%	Reduce -24.7%	23,117	$4.4M
Glen Eagle Advisors, LLC	0.72%	Reduce -1.4%	22,624	$4.3M
Chicago Partners Investment Group LLC	0.14%	Reduce -1.3%	22,588	$4.3M
Pinnacle Bancorp, Inc.	1.39%	Reduce -0.7%	22,434	$4.3M
Falcon Wealth Planning	0.48%	Reduce -1.8%	22,337	$4.3M
Rik Saylor Financial, Inc.	3.94%	—	22,335	$4.3M
Sharp Wealth Advisory, LLC	3.23%	New	22,314	$4.3M
Ameritas Advisory Services, LLC	0.15%	Add +41.7%	22,267	$4.3M
Park Place Capital Corp	1.19%	Add +1.1%	22,264	$4.2M
Leo Wealth, LLC	0.38%	Add +0.0%	22,250	$4.2M
Itau Unibanco Holding S.A.	0.13%	New	22,230	$4.2M
Level Four Advisory Services, LLC	0.17%	Reduce -0.3%	22,085	$4.2M
Smithfield Trust Co	0.21%	Add +0.9%	22,076	$4.2M
Wesbanco Bank Inc.	0.14%	Reduce -0.7%	21,956	$4.2M
Hobbs Wealth Management, LLC	4.78%	—	21,934	$4.2M
Siligmueller & Norvid Wealth Advisors LLC	1.77%	—	21,732	$4.1M
Spectrum Planning & Advisory Services Inc.	3.48%	Add +7.9%	21,028	$4.0M
Jackson Hole Capital Partners, LLC	0.79%	Reduce -0.1%	20,579	$3.9M
Alaska Permanent Capital Management, LLC	0.32%	Add +52.6%	20,521	$3.9M
Trail Ridge Investment Advisors, LLC	1.85%	Add +2.6%	20,437	$3.9M
Bare Financial Services, Inc	1.56%	Reduce -3.0%	20,335	$3.9M
True Vision MN LLC	2.30%	Add +3.4%	20,306	$3.9M
Mosley Wealth Management	2.40%	Add +10.6%	19,643	$3.9M
Collier Financial	3.46%	—	20,268	$3.9M
Wealth Advisory Solutions, LLC	1.08%	Add +0.9%	20,102	$3.8M
Harbor Investment Advisory, LLC	0.36%	Add +0.3%	20,039	$3.8M
Stordahl Capital Management, Inc.	0.90%	Reduce -0.5%	19,980	$3.8M
Hudson Capital Management LLC	1.22%	Reduce -16.9%	19,939	$3.8M
Clarus Wealth Advisors	1.88%	Add +8.7%	19,910	$3.8M
Ascent Wealth Partners, LLC	0.51%	Add +16.1%	19,633	$3.7M
AtlasMark Financial, Inc	3.40%	Add +5.2%	19,387	$3.7M
Firethorn Wealth Partners, LLC	1.83%	Reduce -2.5%	19,279	$3.7M
BTC Capital Management, Inc.	0.34%	No change	19,265	$3.7M
Belpointe Asset Management LLC	0.22%	Reduce -0.1%	18,660	$3.7M
Renasant Bank	2.37%	Add +0.5%	19,144	$3.7M
Truepoint, Inc.	0.10%	Add +0.0%	19,084	$3.6M
Essential Planning, LLC.	0.02%	New	18,344	$3.6M
Susquehanna International Group, LLP	0.01%	Reduce -13.4%	18,988	$3.6M
Maxwell Wealth Strategies Inc.	1.48%	Add +9.6%	18,974	$3.6M
Gray Private Wealth, LLC	2.15%	Reduce -4.8%	18,921	$3.6M
Tradition Wealth Management, LLC	0.32%	Add +2.7%	18,894	$3.6M
First Citizens Bank & Trust Co.	0.07%	Add +15.3%	18,703	$3.6M
Rogco, LP	1.45%	Reduce -1.4%	18,693	$3.6M
Tilson Financial Group, Inc.	1.46%	Reduce -2.2%	18,682	$3.6M
St. Clair Advisors, LLC	1.02%	No change	18,653	$3.6M
Sepio Capital, LP	0.28%	Reduce -48.4%	18,159	$3.5M
Garde Capital, Inc.	0.23%	No change	18,097	$3.5M
Calamos Advisors LLC	0.02%	Add +3.1%	18,007	$3.4M
Anson Capital, Inc.	2.99%	Reduce -2.7%	18,007	$3.4M
Florida Trust Wealth Management Co	0.11%	Reduce -7.8%	17,939	$3.4M
Pines Wealth Management, LLC	1.48%	—	18,018	$3.4M
D.A. Davidson & Co.	0.03%	Reduce -0.1%	17,706	$3.4M
SIMA Wealth Partners, LLC	2.86%	Reduce -0.8%	17,648	$3.4M
Tudor Investment Corporation	0.04%	Reduce -58.8%	17,613	$3.4M
Investment Advisory Group, LLC	1.13%	Add +13.4%	17,612	$3.4M
Tiaa Trust, National Association	0.01%	Add +1.2%	17,595	$3.4M
Summit Financial Wealth Advisors, LLC	0.65%	Reduce -1.1%	17,123	$3.3M
Summit Investment Advisory Services, LLC	1.71%	Reduce -2.1%	17,373	$3.3M
Evercore Wealth Management, LLC	0.05%	Add +19.3%	17,362	$3.3M
Morris Financial Concepts, Inc.	1.42%	Reduce -0.7%	17,353	$3.3M
Valeo Financial Advisors, LLC	0.09%	Add +0.7%	17,217	$3.3M
Stegner Investment Associates Inc.	2.16%	Reduce -0.6%	17,114	$3.3M
Independent Financial Group, LLC	0.11%	Add +1.2%	16,983	$3.2M
Bridges Investment Management Inc.	0.04%	No change	16,828	$3.2M
Schechter Investment Advisors, LLC	0.25%	No change	16,777	$3.2M
Pinnacle Family Advisors, LLC	1.54%	Reduce -2.9%	16,700	$3.2M
MSH Capital Advisors LLC	1.00%	Add +6.7%	16,643	$3.2M
PKS Advisory Services, LLC	0.79%	—	16,618	$3.2M
Shared Vision Wealth Group LLC	1.66%	Add +2.5%	16,563	$3.2M
Oxford Financial Group, LTD. LLC	0.20%	Add +6.7%	16,495	$3.1M
Sequent Asset Management, LLC	1.55%	Reduce -0.1%	16,490	$3.1M
Hoxton Planning & Management, LLC	1.20%	Reduce -2.2%	16,459	$3.1M
West Coast Financial LLC	0.35%	Add +0.3%	16,432	$3.1M
National Philanthropic Trust	0.05%	No change	16,419	$3.1M
Gen-Wealth Partners Inc	1.34%	Add +4.8%	16,367	$3.1M
Peregrine Asset Advisers, Inc.	1.15%	Reduce -0.1%	16,301	$3.1M
Telos Capital Management, Inc.	0.33%	Add +1.3%	16,047	$3.1M
Sound Income Strategies, LLC	0.19%	Add +358.3%	15,963	$3.0M
Nottingham Advisors, Inc.	0.39%	Reduce -21.6%	15,917	$3.0M
Apex Wealth Management, LLC	2.61%	—	15,831	$3.0M
Ellis Investment Partners, LLC	0.59%	Add +0.4%	15,647	$3.0M
Cadence Bank	0.20%	Reduce -0.0%	15,579	$3.0M
SOL Capital Management CO	0.33%	Add +7.1%	15,400	$2.9M
Lantz Financial LLC	0.78%	Add +4.3%	15,401	$2.9M
One Wealth Capital Management, LLC	1.47%	—	15,229	$2.9M
Nwam LLC	0.18%	Reduce -19.0%	15,181	$2.9M
Sowell Financial Services LLC	0.15%	New	15,167	$2.9M
Seneca House Advisors	1.15%	Reduce -0.3%	15,159	$2.9M
Alta Wealth Advisors LLC	1.26%	Add +14.9%	15,127	$2.9M
U.S. Capital Wealth Advisors, LLC	0.09%	Add +2.7%	15,121	$2.9M
Southern Capital Advisors, LLC	1.59%	Reduce -0.1%	15,089	$2.9M
Focus Partners Advisor Solutions, LLC	0.05%	Reduce -7.0%	15,015	$2.9M
Elevation Point Wealth Partners, LLC	0.23%	Reduce -10.2%	14,994	$2.9M
Barnes Wealth Management Group, Inc	1.92%	—	14,989	$2.9M
Principal Financial Group Inc.	0.00%	Add +8.1%	14,957	$2.9M
Market Street Wealth Management Advisors LLC	0.48%	Reduce -4.5%	14,875	$2.8M
Dorsey Wright & Associates	0.68%	Reduce -1.5%	14,848	$2.8M
Tobias Financial Advisors, Inc.	0.57%	Reduce -2.5%	14,809	$2.8M
Magnus Financial Group LLC	0.27%	Add +18.9%	14,768	$2.8M
Glass Jacobson Investment Advisors llc	0.92%	Reduce -0.8%	14,743	$2.8M
Lifelong Wealth Advisors, Inc.	1.26%	—	14,632	$2.8M
PGIM Custom Harvest LLC	0.05%	Add +2.2%	14,577	$2.8M
Lane & Associates LLC	1.43%	Add +9.6%	14,116	$2.8M
GenWealth Group, Inc.	0.63%	Reduce -1.6%	14,474	$2.8M
Sofi Wealth, LLC	0.19%	New	14,457	$2.8M
Flagship Wealth Advisors, LLC	1.62%	—	14,426	$2.8M
Kickstand Ventures, Llc.	0.70%	Add +0.1%	14,369	$2.7M
Axxcess Wealth Management, LLC	0.07%	Add +31.9%	14,286	$2.7M
TRUE Private Wealth Advisors	0.33%	Reduce -20.4%	14,232	$2.7M
Thompson Investment Management, Inc.	0.39%	Add +5.8%	14,177	$2.7M
Certus Wealth Management, LLC	1.79%	Add +1.0%	13,727	$2.7M
Brighton Jones LLC	0.08%	Add +0.8%	14,034	$2.7M
Gryphon Financial Partners LLC	0.38%	Add +0.1%	13,853	$2.6M
Bank of Hawaii	0.15%	No change	13,831	$2.6M
Avior Wealth Management, LLC	0.10%	Reduce -1.6%	13,820	$2.6M
FFG Retirement Advisors LLC	1.72%	Add +2.6%	13,760	$2.6M
Councilor Wealth, LLC	1.25%	Add +0.1%	13,753	$2.6M
Advus Financial Partners, LLC	0.74%	Add +67.0%	13,716	$2.6M
Twin Peaks Wealth Advisors, LLC	1.11%	Add +15.9%	13,669	$2.6M
Partners Capital Investment Group, LLP	0.07%	Reduce -49.7%	13,669	$2.6M
Renaissance Technologies	0.00%	Reduce -40.5%	13,500	$2.6M
Saxony Capital Management, LLC	2.26%	New	13,477	$2.6M
Nations Financial Group Inc, /Ia/	0.19%	Reduce -49.0%	13,472	$2.6M
Brave Asset Management Inc.	0.81%	No change	13,378	$2.6M
Gables Capital Management Inc.	1.23%	No change	13,330	$2.5M
Bank of Nova Scotia	0.00%	Reduce -22.4%	13,212	$2.5M
Brown Brothers Harriman & Co.	0.02%	Add +2.9%	12,979	$2.5M
SWP Financial LLC	1.47%	Add +0.4%	12,799	$2.4M
WealthBridge Capital Management, LLC	0.67%	Reduce -1.1%	12,716	$2.4M
Strategic Blueprint, LLC	0.14%	Add +28.0%	12,646	$2.4M
Johnson Investment Counsel Inc.	0.02%	Reduce -0.9%	12,642	$2.4M
BridgePort Financial Solutions, LLC	1.09%	—	12,380	$2.4M
Operose Advisors LLC	0.82%	Add +5.0%	12,609	$2.4M
Centurion Wealth Management LLC	0.75%	Add +1.3%	12,581	$2.4M
Grey Ledge Advisors, LLC	0.62%	Add +2.0%	12,579	$2.4M
Sigma Investment Counselors Inc.	0.14%	Reduce -0.3%	12,504	$2.4M
Tsfg, LLC	0.49%	Reduce -20.3%	12,477	$2.4M
Leslie Global Wealth, LLC	1.10%	Reduce -55.3%	12,441	$2.4M
Money Concepts Capital Corp.	0.18%	New	12,417	$2.4M
Strategies Wealth Advisors, LLC	0.29%	Reduce -8.4%	12,097	$2.4M
CLG LLC	0.84%	—	12,336	$2.4M
Bryn Mawr Trust Advisors, LLC	0.13%	Add +13.4%	12,325	$2.4M
First Commonwealth Financial Corp	0.55%	Reduce -34.4%	12,283	$2.3M
Wellspring Financial Advisors, LLC	0.24%	Add +0.2%	12,273	$2.3M
PFG Advisors	0.14%	Add +8.8%	12,179	$2.3M
Hirtle & Co., LLC	0.11%	Reduce -4.5%	12,149	$2.3M
Graves Light Lenhart Wealth, Inc.	0.29%	Reduce -36.9%	12,044	$2.3M
Total Investment Management Inc.	0.32%	Add +2.8%	12,032	$2.3M
Uptick Partners, LLC	0.83%	Reduce -1.1%	11,999	$2.3M
Great Point Wealth Advisors, LLC	0.50%	Add +1.3%	11,996	$2.3M
Roberts Financial Services LLC	0.43%	Reduce -1.7%	11,987	$2.3M
MA Private Wealth	0.43%	Add +0.7%	11,923	$2.3M
Quantum Portfolio Management LLC	1.22%	Add +1.6%	11,869	$2.3M
Copperleaf Capital, LLC	1.41%	Add +7.9%	11,658	$2.2M
Scotia Capital Inc.	0.01%	Add +73.7%	11,653	$2.2M
Endeavor Private Wealth, Inc.	2.11%	—	11,642	$2.2M
My Legacy Advisors, LLC	0.85%	Add +1.4%	11,395	$2.2M
AlTi Global, Inc.	0.05%	No change	11,453	$2.2M
Partners Wealth Management, LLC	2.48%	—	11,440	$2.2M
Salem Investment Counselors Inc.	0.07%	Add +1.5%	11,439	$2.2M
Neumann Capital Management, LLC	0.72%	Add +9.7%	11,415	$2.2M
Mullaney, Keating & Wright, Inc.	1.47%	Add +2.7%	11,412	$2.2M
Financial Counselors Inc.	0.03%	Reduce -1.0%	11,359	$2.2M
Wealth Dimensions Group, Ltd.	0.53%	Reduce -0.8%	11,352	$2.2M
Coign Capital Advisors LLC	1.99%	—	11,327	$2.2M
Theory Financial LLC	0.90%	Add +7.6%	11,260	$2.1M
Roble, Belko & Company, Inc	0.34%	Add +0.5%	11,238	$2.1M
Gateway Wealth Partners, LLC	0.55%	Add +9.2%	11,178	$2.1M
Harvest Investment Services, LLC	0.52%	Add +409.0%	11,147	$2.1M
Synovus Financial Corp.	0.03%	Reduce -6.0%	11,116	$2.1M
Diversify Advisory Services, LLC	0.12%	Reduce -7.4%	11,252	$2.1M
Verus Capital Partners, LLC	0.20%	Reduce -14.5%	11,081	$2.1M
Bailard, Inc.	0.05%	Reduce -0.7%	10,930	$2.1M
Aptus Capital Advisors, LLC	0.02%	Add +7.8%	10,902	$2.1M
GenTrust, LLC	0.09%	No change	10,900	$2.1M
Mattern Wealth Management LLC	0.46%	Reduce -2.6%	10,830	$2.1M
Carolinas Wealth Consulting LLC	0.41%	Add +0.3%	10,807	$2.1M
Dumont & Blake Investment Advisors LLC	0.55%	Reduce -0.3%	10,752	$2.1M
Marietta Wealth Management, LLC	0.29%	Add +0.0%	10,725	$2.0M
Simon Quick Advisors, LLC	0.12%	Reduce -22.5%	10,637	$2.0M
Sonoma Private Wealth LLC	3.25%	Reduce -2.2%	10,545	$2.0M
Whittier Trust Co.	0.03%	Reduce -1.0%	10,530	$2.0M
WBH Advisory Inc.	0.19%	Reduce -3.4%	10,495	$2.0M
Family Firm, Inc.	0.44%	Add +0.6%	10,464	$2.0M
Retirement Income Solutions, Inc.	0.40%	No change	10,463	$2.0M
Castle Wealth Management LLC	0.79%	Reduce -5.2%	10,455	$2.0M
Mission Wealth Management, LP	0.05%	Reduce -0.6%	10,366	$2.0M
Sonata Capital Group Inc.	0.82%	Add +2.0%	10,337	$2.0M
Gemmer Asset Management LLC	0.19%	Add +10.0%	10,306	$2.0M
Columbus Macro, LLC	0.27%	Add +42.8%	10,269	$2.0M
Total Wealth Planning, LLC	0.30%	Reduce -0.4%	10,236	$2.0M
Commerce Bank	0.01%	Add +11.8%	10,197	$1.9M
Able Wealth Management LLC	1.27%	Reduce -1.0%	10,132	$1.9M
WealthPLAN Partners, LLC	0.27%	Reduce -1.3%	10,131	$1.9M
Crestwood Advisors Group, LLC	0.04%	Add +5.0%	10,098	$1.9M
Birnam Oak Advisors, LP	0.94%	—	10,000	$1.9M
Concorde Asset Management, LLC	0.99%	Reduce -0.7%	9,988	$1.9M
Custos Family Office, LLC	0.66%	Add +10.6%	9,867	$1.9M
Tranquility Partners, LLC	0.71%	Add +0.7%	9,755	$1.9M
NorthLanding Financial Partners, LLC	1.89%	Add +0.1%	9,818	$1.9M
RPS Advisory Solutions LLC	1.16%	Add +599.9%	9,799	$1.9M
Quantinno Capital Management LP	0.02%	Reduce -20.6%	9,746	$1.9M
Sachetta, LLC	0.73%	Add +1.5%	9,729	$1.9M
Stephens Inc.	0.03%	Reduce -1.3%	9,710	$1.9M
Glenmede Trust Co. NA	0.01%	Add +28.2%	9,674	$1.8M
Waldron Private Wealth LLC	0.07%	No change	9,672	$1.8M
Bush Investment Group, LLC	1.44%	Add +5.8%	9,655	$1.8M
Davis Wealth Advisors, LLC	2.03%	—	9,653	$1.8M
Afg Fiduciary Services Limited Partnership	1.31%	Reduce -0.8%	9,513	$1.8M
Balboa Wealth Partners	0.42%	Add +718.4%	9,600	$1.8M
AMG National Trust Bank	0.05%	Reduce -3.0%	9,591	$1.8M
Mather Group, Llc.	0.02%	Add +14.7%	9,547	$1.8M
Sequoia Financial Advisors, LLC	0.02%	Reduce -26.0%	9,530	$1.8M
Lee Financial Co	0.26%	Reduce -2.2%	9,500	$1.8M
Thrive Wealth Management, LLC	0.32%	New	9,434	$1.8M
Bernardo Wealth Planning LLC	0.43%	No change	9,487	$1.8M
Finley Financial, LLC	0.93%	—	9,255	$1.8M
Kohmann Bosshard Financial Services, LLC	0.21%	Reduce -8.6%	9,301	$1.8M
Pinnacle Associates Ltd.	0.02%	Add +20.6%	9,279	$1.8M
Patriot Investment Management Group, Inc.	0.13%	No change	9,255	$1.8M
IFG Advisory, LLC	0.10%	New	9,245	$1.8M
Compound Planning, Inc.	0.09%	Add +412.1%	9,234	$1.8M
Iams Wealth Management, LLC	0.81%	Add +9.0%	9,210	$1.8M
Glenview Trust Co	0.03%	No change	9,184	$1.8M
Bessemer Group Inc.	0.00%	No change	9,123	$1.7M
Signal Advisors Wealth, LLC	0.20%	Reduce -30.0%	9,039	$1.7M
Taylor Financial Group, Inc.	1.19%	No change	9,033	$1.7M
Fullcircle Wealth LLC	0.70%	Add +12.5%	8,736	$1.7M
Procyon Advisors, LLC	0.11%	Reduce -2.2%	8,991	$1.7M
Essex Financial Services, Inc.	0.12%	Add +11.8%	8,980	$1.7M
Objective Capital Management, LLC	1.15%	Reduce -30.4%	8,976	$1.7M
Forefront Wealth Partners, LLC	1.27%	—	8,965	$1.7M
Dohj, LLC	0.40%	Reduce -72.6%	8,964	$1.7M
Hopwood Financial Services, Inc.	1.29%	—	8,943	$1.7M
Rathbones Group PLC	0.01%	Add +13.9%	8,881	$1.7M
Koshinski Asset Management, Inc.	0.14%	Add +29.7%	8,801	$1.7M
O'shaughnessy Asset Management, LLC	0.01%	Add +1.9%	8,789	$1.7M
United Advisor Group, LLC	0.33%	Reduce -0.8%	8,620	$1.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.24%	Add +11.3%	8,591	$1.6M
Hilltop Holdings Inc.	0.10%	Add +6.8%	8,573	$1.6M
Bleakley Financial Group, LLC	0.05%	Add +6.1%	8,570	$1.6M
BigSur Wealth Management LLC	0.46%	No change	8,500	$1.6M
Forum Financial Management, LP	0.03%	Reduce -1.1%	8,488	$1.6M
Stonebridge Financial Planning Group, LLC	0.72%	Add +1.8%	8,458	$1.6M
Infinity Wealth Counsel, LLC	1.71%	—	8,399	$1.6M
World Investment Advisors	0.04%	Reduce -92.5%	8,388	$1.6M
Ballentine Partners, LLC	0.03%	Add +0.8%	8,383	$1.6M
Wealthcare Advisory Partners LLC	0.04%	Reduce -2.4%	8,381	$1.6M
Heritage Financial Services, LLC	0.21%	Reduce -0.5%	8,358	$1.6M
Plum Street Advisors, LLC	0.79%	Add +0.5%	8,343	$1.6M
Eldridge Investment Advisors, Inc.	0.37%	Reduce -1.0%	8,279	$1.6M
Marathon Partners Equity Management, LLC	1.51%	—	8,250	$1.6M
Klaas Financial Asset Advisors, LLC	0.27%	Reduce -5.2%	8,137	$1.6M
Rialto Wealth Management, LLC	0.51%	—	8,073	$1.5M
Farmers & Merchants Investments Inc.	0.05%	Reduce -2.4%	8,067	$1.5M
Private Capital Management LLC	0.31%	Reduce -9.7%	8,040	$1.5M
Transcend Capital Advisors, LLC	0.11%	Reduce -15.8%	8,020	$1.5M
17 Capital Partners, LLC	0.95%	Add +4.2%	7,898	$1.5M
Avantax Planning Partners, Inc.	0.05%	Reduce -1.6%	7,877	$1.5M
Trilogy Capital Inc.	0.08%	Add +0.3%	7,875	$1.5M
Capital A Wealth Management, LLC	2.49%	—	7,858	$1.5M
Moisand Fitzgerald Tamayo, LLC	0.21%	Reduce -5.1%	7,846	$1.5M
Tiemann Investment Advisors, LLC	0.67%	Reduce -1.3%	7,838	$1.5M
Commonwealth Retirement Investments LLC	0.62%	Add +0.2%	7,830	$1.5M
Venturi Wealth Management, LLC	0.07%	Reduce -21.6%	7,827	$1.5M
Summit Global Investments	0.09%	Add +83.5%	7,809	$1.5M
Fonville Wealth Management LLC	0.49%	Reduce -11.1%	7,791	$1.5M
Yousif Capital Management, LLC	0.02%	Add +274.4%	7,777	$1.5M
GeoWealth Management, LLC	0.05%	Add +392.6%	7,769	$1.5M
Regimen Wealth, LLC	0.48%	No change	7,761	$1.5M
White Pine Capital LLC	0.50%	Add +1.2%	7,741	$1.5M
Mason & Associates, LLC	0.44%	Reduce -1.1%	7,678	$1.5M
Midland Wealth Advisors, LLC	0.09%	Reduce -0.7%	7,678	$1.5M
HBK Sorce Advisory LLC	0.04%	Reduce -0.2%	7,641	$1.5M
Interchange Capital Partners, LLC	0.53%	Add +4.4%	7,634	$1.5M
RCS Financial Planning, LLC	0.77%	Reduce -2.7%	7,612	$1.5M
Cibc World Market Inc.	0.00%	Reduce -46.0%	7,614	$1.5M
Redwood Investment Management, LLC	0.14%	Add +5.1%	7,587	$1.4M
Clear Investment Research, LLC	1.86%	Add +0.5%	7,557	$1.4M
Cahaba Wealth Management, Inc.	0.12%	Reduce -2.7%	7,538	$1.4M
Mill Creek Capital Advisors, LLC	0.03%	No change	7,532	$1.4M
Awm Capital, LLC	0.17%	No change	7,447	$1.4M
Empirical Asset Management, LLC	0.47%	Reduce -1.6%	7,418	$1.4M
AdvisorNet Financial, Inc	0.12%	Reduce -63.8%	7,386	$1.4M
Pinnacle Wealth Planning Services, Inc.	0.21%	Add +186.2%	7,374	$1.4M
Journey Strategic Wealth LLC	0.05%	Add +1.2%	7,365	$1.4M
Lowe Brockenbrough & Co. Inc.	0.09%	Reduce -0.9%	7,343	$1.4M
Hazlett, Burt & Watson, Inc.	0.61%	Add +81.6%	7,236	$1.4M
Private Wealth Management Group, LLC	0.53%	Reduce -0.1%	7,239	$1.4M
Bristlecone Advisors, LLC	0.11%	Reduce -0.6%	7,239	$1.4M
Magnolia Capital Management Ltd.	1.10%	Reduce -4.4%	7,230	$1.4M
Vanguard Personalized Indexing Management, LLC	0.02%	Reduce -1.6%	7,201	$1.4M
Burkett Financial Services, LLC	0.56%	Reduce -1.1%	7,185	$1.4M
Argent Advisors, Inc.	0.51%	Add +4.8%	7,178	$1.4M
Blalock Williams, LLC	1.59%	—	7,143	$1.4M
VestGen Investment Management	0.37%	Reduce -11.5%	7,140	$1.4M
Clearview Wealth Advisors LLC	1.03%	Add +2.3%	7,125	$1.4M
LTG Capital LLC	1.14%	Reduce -7.6%	7,123	$1.4M
Diversified Portfolios, Inc.	0.15%	Add +0.6%	7,112	$1.4M
Kennedy Investment Group, Inc.	0.61%	Reduce -2.5%	7,074	$1.4M
SOA Wealth Advisors, LLC.	0.25%	Reduce -4.2%	7,006	$1.3M
Jaffetilchin Investment Partners, LLC	0.10%	Reduce -1.1%	6,969	$1.3M
TrinityBridge Ltd	0.04%	No change	6,958	$1.3M
Wedmont Private Capital	0.07%	No change	7,010	$1.3M
Fairscale Capital, LLC	1.13%	Add +0.0%	6,893	$1.3M
Fiduciary Trust Co	0.02%	Reduce -0.2%	6,868	$1.3M
Wedbush Securities Inc.	0.05%	Add +1.1%	6,803	$1.3M
Catalyst Private Wealth, LLC	0.58%	Add +12.8%	6,799	$1.3M
Oxinas Partners, LLC	0.76%	Add +0.9%	6,792	$1.3M
Thomasville National Bank	0.09%	Add +0.6%	6,783	$1.3M
PFG Investments, LLC	0.08%	Add +6.2%	6,772	$1.3M
Old National Bancorp	0.03%	Add +3.0%	6,745	$1.3M
BCU Wealth Advisors, LLC	0.73%	Add +6.4%	6,727	$1.3M
Bison Wealth, LLC	0.16%	—	6,711	$1.3M
Summit Financial, LLC	0.04%	Add +6.4%	6,708	$1.3M
Lakeridge Wealth Management LLC	0.66%	Add +5.1%	6,664	$1.3M
CRA Financial Services, LLC	0.22%	Add +16.5%	6,632	$1.3M
West Oak Capital, LLC	0.66%	Add +6.2%	6,551	$1.3M
King Wealth Management Group	0.18%	Add +33.7%	6,550	$1.3M
Arkadios Wealth Advisors	0.07%	Add +16.4%	6,526	$1.2M
Crescent Grove Advisors, LLC	0.12%	Reduce -5.9%	6,520	$1.2M
International Assets Investment Management, LLC	0.10%	Reduce -3.1%	6,552	$1.2M
LifePlan Investment Advisors, Inc.	0.77%	Add +10.0%	6,508	$1.2M
Legacy Advisors, LLC	0.12%	No change	6,482	$1.2M
Ascent Capital Management, LLC	1.26%	—	6,461	$1.2M
Rothschild Investment LLC	0.08%	Reduce -6.9%	6,457	$1.2M
Coldstream Capital Management Inc.	0.03%	Reduce -11.9%	6,457	$1.2M
Commonwealth Financial Services, LLC	0.24%	Add +4.9%	6,452	$1.2M
Private Trust Co. NA	0.13%	Reduce -3.0%	6,451	$1.2M
Westmount Partners, LLC	0.37%	Add +0.3%	6,427	$1.2M
Whitcomb & Hess, Inc.	0.38%	Add +6.2%	6,396	$1.2M
Axis Wealth Partners, LLC	1.03%	—	6,383	$1.2M
BBR Partners, LLC	0.08%	No change	6,352	$1.2M
Accelerate Investment Advisors LLC	1.06%	Add +31.9%	6,326	$1.2M
Laurel Wealth Advisors LLC	0.19%	Add +51.8%	6,307	$1.2M
GWN Securities Inc.	0.32%	—	6,120	$1.2M
Sendero Wealth Management, LLC	0.18%	Add +26.2%	6,277	$1.2M
Conning Inc.	0.04%	Reduce -11.8%	6,272	$1.2M
Sutton Place Investors LLC	0.69%	Add +3.5%	6,225	$1.2M
WMS Partners, LLC	0.07%	Reduce -2.5%	6,219	$1.2M
Silvercrest Asset Management Group LLC	0.01%	Reduce -1.6%	6,201	$1.2M
Patton Albertson Miller Group, LLC	0.16%	Reduce -10.9%	6,188	$1.2M
Corundum Group, Inc.	0.44%	No change	6,163	$1.2M
Perennial Investment Advisors, LLC	0.14%	Add +1.0%	6,143	$1.2M
Quadrant Capital Group LLC	0.08%	Reduce -21.7%	6,122	$1.2M
Cadinha & Co. LLC	0.19%	Add +0.2%	6,101	$1.2M
Sovereign Financial Group, Inc.	0.27%	Reduce -2.5%	6,100	$1.2M
Pallas Capital Advisors LLC	0.05%	Reduce -0.2%	6,043	$1.2M
Joel Isaacson & Co., LLC	0.05%	Add +17.5%	6,029	$1.2M
Creative Financial Designs Inc.	0.09%	Add +1.9%	6,021	$1.1M
Hilltop National Bank	0.35%	Reduce -7.9%	6,021	$1.1M
Curi Capital, LLC	0.03%	No change	6,014	$1.1M
Schneider Downs Wealth Management Advisors, LP	0.22%	No change	6,010	$1.1M
Capital Square, LLC	0.65%	Add +34.6%	5,842	$1.1M
Montecito Bank & Trust	0.20%	Reduce -4.5%	5,996	$1.1M
Wealth Effects LLC	0.41%	No change	5,982	$1.1M
Elios Financial Group Inc.	0.54%	Reduce -0.6%	5,949	$1.1M
Chapin Davis, Inc.	0.37%	No change	5,741	$1.1M
Windward Private Wealth Management Inc.	0.44%	No change	5,919	$1.1M
Raleigh Capital Management Inc.	0.43%	Add +2.0%	5,889	$1.1M
Hohimer Wealth Management, LLC	0.21%	No change	5,868	$1.1M
Jane Street Group, LLC	0.00%	Reduce -25.2%	5,850	$1.1M
South Plains Financial, Inc.	0.85%	—	5,812	$1.1M
Members Wealth LLC	0.83%	—	5,667	$1.1M
Tarbox Family Office, Inc.	0.18%	Add +0.2%	5,799	$1.1M
Boston Family Office LLC	0.08%	No change	5,743	$1.1M
Certified Advisory Corp	0.12%	Reduce -4.6%	5,741	$1.1M
First Foundation Advisors	0.04%	Add +6.3%	5,737	$1.1M
Professional Financial Advisors, LLC	0.28%	Add +8.9%	5,706	$1.1M
Idaho Trust Co	0.55%	Reduce -3.6%	5,706	$1.1M
Chevy Chase Trust Holdings, LLC	0.00%	Reduce -26.1%	5,705	$1.1M
Michels Family Financial, LLC	0.99%	—	5,685	$1.1M
Country Club Bank	0.07%	Reduce -2.7%	5,663	$1.1M
Triumph Capital Management	0.37%	Reduce -3.8%	5,653	$1.1M
Ancora Advisors LLC	0.02%	Add +6.8%	5,607	$1.1M
Zhang Financial LLC	0.06%	Add +26.8%	5,595	$1.1M
SageView Advisory Group, LLC	0.05%	Add +87.5%	5,584	$1.1M
Blake Schutter Theil Wealth Advisors, LLC	1.13%	No change	5,581	$1.1M
Hutchens & Kramer Investment Management Group, LLC	0.58%	Add +3.3%	5,575	$1.1M
Evanson Asset Management, LLC	0.07%	Add +0.0%	5,571	$1.1M
Henrickson Nauta Wealth Advisors, Inc.	0.43%	No change	5,543	$1.1M
Forum Private Client Group LLC	0.47%	Reduce -0.5%	5,538	$1.1M
MBA Advisors LLC	0.53%	Reduce -40.2%	5,526	$1.1M
Boston Partners	0.00%	New	5,514	$1.1M
Emergent Wealth Advisors, LLC	0.76%	Add +0.9%	5,504	$1.1M
Lodestar Private Asset Management LLC	0.13%	Reduce -0.3%	5,443	$1.0M
Maripau Wealth Management LLC	0.61%	New	5,424	$1.0M
QRG Capital Management, Inc.	0.01%	Add +200.9%	5,419	$1.0M
PACK Private Wealth, LLC	0.61%	Reduce -2.6%	5,402	$1.0M
Connecticut Wealth Management, LLC	0.05%	No change	5,400	$1.0M
Evensky & Katz LLC	0.07%	Add +0.5%	5,389	$1.0M
Newport Capital Group, LLC	0.76%	Reduce -11.0%	5,370	$1.0M
Integrated Investment Consultants, LLC	0.21%	Add +0.4%	5,323	$1.0M
Lindbrook Capital, LLC	0.09%	Reduce -1.7%	5,316	$1.0M
Monograph Wealth Advisors, LLC	0.13%	No change	5,315	$1.0M
Canopy Partners, LLC	0.39%	No change	5,296	$1.0M
Beacon Financial Group	0.11%	Reduce -3.4%	5,241	$1.0M
Net Worth Advisory Group	0.30%	Reduce -3.0%	5,240	$1.0M
Elm Partners Management LLC	0.07%	No change	5,232	$999K
Cary Street Partners Financial LLC	0.03%	—	5,222	$997K
Azimuth Capital Investment Management LLC	0.04%	Add +0.2%	5,160	$985K
Asset Dedication, LLC	0.08%	Add +27.9%	5,152	$983K
New England Private Wealth Advisors LLC	0.16%	Add +0.2%	5,141	$981K
JMG Financial Group, Ltd.	0.03%	Add +1.8%	5,136	$980K
Eastern Bank	0.02%	No change	5,132	$980K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.24%	Add +9.1%	5,104	$974K
NBT Bank, N.A.	0.07%	Reduce -1.6%	5,084	$970K
Sterling Investment Counsel, LLC	0.64%	Reduce -51.9%	5,079	$970K
Cooper Financial Group	0.12%	Add +35.7%	5,075	$969K
Venture Visionary Partners LLC	0.04%	Add +2.1%	5,058	$965K
Assetmark, Inc.	0.00%	Add +486.0%	5,022	$959K
Helium Advisors LLC	0.76%	—	5,008	$956K
Noble Family Wealth, LLC	0.26%	No change	5,000	$953K
MidAtlantic Capital Management, Inc.	0.70%	Reduce -0.4%	4,990	$952K
Ascentis Independent Advisors	0.18%	Reduce -3.9%	4,990	$952K
Fiduciary Alliance LLC	0.10%	Add +0.6%	4,957	$946K
Aprio Wealth Management, LLC	0.14%	New	4,946	$944K
EFG Asset Management (Americas) Corp.	0.18%	Add +0.2%	4,925	$940K
Vantage Point Financial LLC	0.50%	—	4,887	$933K
Merkkuri Wealth Advisors LLC	0.73%	Add +17.6%	4,833	$922K
Retirement Wealth Solutions LLC	0.77%	—	4,856	$914K
Provenance Wealth Advisors, LLC	0.12%	Reduce -0.1%	4,777	$912K
Kingsview Wealth Management, LLC	0.02%	Reduce -3.5%	4,759	$908K
Vontobel Holding Ltd.	0.00%	No change	4,753	$907K
Gallagher Capital Advisors, LLC	0.66%	—	4,729	$903K
Dentgroup LLC	0.68%	Add +14.1%	4,663	$890K
Atlantic Edge Private Wealth Management, LLC	0.27%	No change	4,647	$887K
Investor's Fiduciary Advisor Network, LLC	0.33%	—	4,569	$872K
1ST Source Bank	0.05%	Reduce -4.3%	4,555	$869K
N.E.W. Advisory Services LLC	0.08%	Reduce -2.1%	4,555	$869K
EPG Wealth Management LLC	0.23%	Add +0.5%	4,552	$869K
Moss Adams Wealth Advisors LLC	0.09%	No change	4,525	$864K
MKT Advisors LLC	0.38%	Reduce -1.1%	4,450	$864K
FSM Wealth Advisors, LLC	0.21%	Reduce -0.0%	4,471	$862K
Advisors Capital Management, LLC	0.01%	Add +1.5%	4,513	$861K
Clarity Asset Management, Inc.	0.56%	Reduce -3.3%	4,513	$861K
TrueWealth Advisors, LLC	0.29%	Add +1.0%	4,507	$860K
Summit Asset Management, LLC	0.15%	Reduce -5.3%	4,495	$858K
McGlone Suttner Wealth Management, Inc.	0.14%	No change	4,472	$854K
Catalyst Financial Partners LLC	0.16%	Reduce -66.4%	4,466	$852K
Marino, Stram & Associates LLC	0.19%	Reduce -1.1%	4,425	$845K
Milestone Asset Management, LLC	0.19%	New	4,411	$842K
Continuum Advisory, LLC	0.11%	Add +1.0%	4,411	$842K
Blankinship & Foster, LLC	0.21%	Reduce -4.9%	4,371	$834K
Matrix Private Capital Group LLC	0.47%	No change	4,354	$831K
Plante Moran Financial Advisors, LLC	0.07%	Reduce -0.1%	4,349	$830K
S&co Inc.	0.06%	No change	4,350	$830K
CENTRAL TRUST Co	0.02%	Add +0.7%	4,348	$830K
Picton Mahoney Asset Management	0.03%	No change	4,335	$827K
Quadcap Wealth Management, LLC	0.12%	Reduce -3.4%	4,294	$820K
Benchmark Investment Advisors LLC	0.53%	Reduce -14.1%	4,285	$818K
Glassman Wealth Services	0.14%	Reduce -4.2%	4,274	$816K
Carl P. Sherr & Co., LLC	0.43%	No change	4,266	$814K
First Command Advisory Services, Inc.	0.01%	No change	4,263	$814K
Inspirion Wealth Advisors, LLC	0.11%	No change	4,257	$813K
Smartleaf Asset Management LLC	0.08%	Add +5.9%	4,233	$807K
Aspiriant, LLC	0.03%	Add +2.0%	4,224	$806K
Arete Wealth Advisors, LLC	0.06%	Add +50.5%	4,223	$806K
Caprock Group, LLC	0.03%	New	4,216	$805K
Trust Co of the South	0.16%	No change	4,190	$800K
Essex Bank	0.20%	Reduce -4.6%	4,189	$800K
Discipline Wealth Solutions, LLC	0.37%	Reduce -7.7%	4,182	$798K
MCF Advisors LLC	0.06%	No change	4,158	$794K
OMNI 360 Wealth, Inc.	0.53%	Add +9.9%	4,155	$793K
Capital Advisors Inc.	0.02%	Add +0.9%	4,155	$793K
Processus Wealth & Capital Management, LLC	0.63%	Add +7.4%	4,146	$791K
Fisher Asset Management	0.00%	New	4,137	$790K
Wick Capital Partners, LLC	0.23%	No change	4,134	$789K
Absolute Capital Management, LLC	0.43%	Reduce -15.9%	4,114	$785K
Signature Estate & Investment Advisors LLC	0.02%	Add +54.4%	4,093	$781K
Community Bank, N.A.	0.10%	Reduce -11.5%	4,080	$779K
Clientfirst Wealth Management, LLC	0.79%	—	4,066	$776K
Pacific Point Advisors, LLC	0.47%	—	3,964	$776K
Charles Schwab Trust Co	0.07%	No change	4,063	$776K
HSBC Holdings PLC	0.00%	Reduce -16.5%	4,055	$774K
WealthTrak Capital Management LLC	0.65%	—	4,033	$770K
Novak & Powell Financial Services, Inc.	0.45%	Add +9.3%	3,969	$758K
Milestone Asset Management Group, LLC	0.67%	—	3,937	$752K
Legacy Capital Group California, Inc.	0.23%	Add +4.4%	3,932	$751K
Capital Planning Advisors, LLC	0.12%	Reduce -5.3%	3,928	$750K
Vanguard Group Inc.	0.00%	Reduce -0.3%	3,927	$750K
Dynamic Advisor Solutions LLC	0.03%	Reduce -42.6%	3,917	$748K
Empower Advisory Group, LLC	0.00%	Add +12.6%	3,899	$744K
Resurgent Financial Advisors LLC	0.44%	Reduce -19.0%	3,895	$743K
Embree Financial Group	0.13%	Add +0.7%	3,892	$743K
Silver Oak Securities, Incorporated	0.07%	Add +261.1%	3,893	$742K
Dimension Capital Management LLC	0.12%	Add +2.5%	3,873	$739K
Whittier Trust Co. of Nevada Inc.	0.02%	No change	3,873	$739K
First National Trust Co	0.03%	No change	3,869	$739K
Tyler-Stone Wealth Management	0.13%	Reduce -6.5%	3,867	$738K
Flagship Private Wealth, LLC	0.36%	Add +8.6%	3,865	$738K
LexAurum Advisors, LLC	0.15%	Add +47.2%	3,846	$734K
Coho Partners, Ltd.	0.03%	New	3,843	$734K
Catalina Capital Group, LLC	0.24%	Add +8.4%	3,803	$726K
Pinnacle Wealth Management Advisory Group, LLC	0.07%	Add +127.6%	3,790	$723K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.02%	Add +1.6%	3,788	$723K
DAVENPORT & Co LLC	0.00%	Add +10.9%	3,783	$722K
Greenwood Gearhart LLC	0.05%	New	3,763	$718K
Pine Valley Investments Ltd Liability Co	0.05%	Add +32.5%	3,755	$717K
Cassaday & Co Wealth Management LLC	0.02%	Add +0.1%	3,752	$716K
Wolverine Trading, LLC	0.02%	New	3,741	$713K
Birch Hill Investment Advisors LLC	0.03%	Reduce -2.1%	3,734	$713K
BlueChip Wealth Advisors LLC	0.40%	Add +91.1%	3,733	$713K
HUB Investment Partners, LLC	0.03%	Add +10.3%	3,721	$710K
Murphy, Middleton, Hinkle & Parker, Inc.	0.40%	Reduce -0.6%	3,698	$706K
Apella Capital, LLC	0.03%	Add +45.0%	3,696	$705K
Beacon Financial Advisory LLC	0.23%	Add +13.1%	3,686	$704K
Semmax Financial Advisors Inc.	0.19%	Add +18.0%	3,555	$701K
First Western Trust Bank	0.03%	No change	3,662	$699K
Lee, Kelleher & Klein Wealth Management	0.50%	—	3,647	$696K
Fortress Financial Group, LLC	0.69%	—	3,646	$696K
Clarity Capital Advisors, LLC	0.47%	No change	3,639	$695K
CVA Family Office, LLC	0.11%	No change	3,627	$692K
Anderson Hoagland & Co.	0.07%	No change	3,565	$692K
Arq Wealth Advisors, LLC	0.26%	Add +1.9%	3,607	$689K
Stage Harbor Financial, LLC	0.59%	Reduce -5.4%	3,582	$684K
Camden National Bank	0.10%	New	3,566	$681K
Geometric Wealth Advisors	0.12%	No change	3,565	$680K
Eagle Strategies LLC	0.11%	Add +10.1%	3,476	$663K
Integrated Capital Management, LLC	0.35%	Add +0.6%	3,469	$662K
Watershed Private Wealth LLC	0.26%	Reduce -24.5%	3,463	$661K
Parsons Capital Management Inc.	0.04%	Reduce -1.1%	3,454	$659K
Atlatl Advisers LLC	0.39%	—	3,450	$659K
Savvy Advisors, Inc.	0.08%	Add +25.7%	3,427	$654K
Jackson, Grant Investment Advisers, Inc.	0.25%	Add +0.5%	3,415	$652K
Kelman-Lazarov, Inc.	0.12%	No change	3,405	$650K
American Trust	0.05%	New	3,404	$650K
Linscomb Wealth, Inc.	0.03%	Reduce -0.4%	3,394	$648K
Edgemoor Investment Advisors, Inc.	0.06%	No change	3,393	$648K
Potentia Wealth	0.29%	—	3,384	$646K
World Equity Group, Inc.	0.14%	Add +68.3%	3,381	$646K
Aspire Private Capital, LLC	0.16%	Reduce -5.0%	3,382	$646K
Forte Capital LLC	0.07%	No change	3,370	$643K
Lynch & Associates	0.14%	Reduce -0.4%	3,342	$638K
Millennium Management	0.00%	Add +101.3%	3,334	$636K
Moors & Cabot, Inc.	0.03%	Add +9.7%	3,329	$635K
C2C Wealth Management, LLC	0.59%	No change	3,326	$635K
Capstone Wealth Management Group, LLC	0.34%	No change	3,305	$631K
EverSource Wealth Advisors, LLC	0.04%	Add +3.3%	3,305	$631K
Financial Partners Group, Inc	0.09%	Add +1.1%	3,276	$625K
Florida Financial Advisors, LLC	0.28%	New	3,274	$625K
Pinnacle Financial Group, LLC / IL	0.24%	Add +0.0%	3,260	$622K
Signaturefd, LLC	0.01%	Reduce -1.6%	3,258	$622K
NewEdge Wealth, LLC	0.01%	Add +8.8%	3,254	$621K
JT Stratford LLC	0.10%	Reduce -37.5%	3,235	$617K
Shulman DeMeo Asset Management LLC	0.17%	Add +0.5%	3,228	$616K
Avantra Family Wealth, Inc.	0.58%	—	3,227	$616K
Riverbend Wealth Management, LLC	0.54%	—	3,198	$610K
Disciplined Investments, LLC	0.30%	Add +1.4%	3,189	$609K
SVB Wealth LLC	0.01%	New	3,187	$608K
Camelot Technology Advisors, Inc.	0.55%	Add +0.5%	3,181	$607K
Atlanta Consulting Group Advisors, LLC	0.22%	No change	3,167	$605K
Integrity Wealth Solutions LLC	0.34%	Add +1.1%	3,166	$604K
Priebe Wealth Holdings LLC	0.41%	Reduce -1.6%	3,159	$603K
Royal Fund Management, LLC	0.07%	Reduce -50.3%	3,149	$602K
Seven Mile Advisory	0.38%	No change	3,151	$601K
Evergreen Private Wealth LLC	0.28%	Add +3.0%	3,134	$598K
Frontier Asset Management, LLC	0.20%	Reduce -2.1%	3,132	$598K
Klingman & Associates, LLC	0.04%	No change	3,128	$597K
Foundation Wealth Management, LLC\PA	0.29%	—	3,114	$594K
Ritter Daniher Financial Advisory LLC / DE	0.17%	No change	3,109	$593K
Key Financial Inc	0.13%	Reduce -2.3%	3,102	$592K
Veracity Capital LLC	0.22%	Add +3.9%	3,097	$591K
Foguth Wealth Management, LLC.	0.15%	Reduce -13.3%	2,996	$588K
Towerpoint Wealth, LLC	0.29%	Add +0.2%	3,079	$588K
LaSalle St. Investment Advisors, LLC	0.18%	Add +150.2%	3,075	$587K
Mgo One Seven LLC	0.02%	Reduce -36.2%	3,069	$586K
IPG Investment Advisors LLC	0.13%	Reduce -0.8%	3,066	$585K
Oxler Private Wealth LLC	0.19%	Add +0.4%	3,053	$583K
Summit X, LLC	0.13%	Reduce -0.3%	3,052	$583K
Sage Mountain Advisors LLC	0.04%	Add +40.3%	2,986	$570K
Lake Street Advisors Group, LLC	0.03%	No change	2,985	$570K
Founders Financial Securities LLC	0.05%	Reduce -0.4%	2,975	$568K
Cardiff Park Advisors, LLC	0.05%	No change	2,973	$567K
Grant/GrossMendelsohn, LLC	0.30%	No change	2,969	$567K
Ritholtz Wealth Management	0.02%	Reduce -5.3%	2,951	$563K
Welch & Forbes LLC	0.01%	Add +13.0%	2,937	$561K
Gallagher Fiduciary Advisors, LLC	0.11%	Add +5.9%	2,933	$560K
Quent Capital, LLC	0.06%	No change	2,931	$559K
Amara Financial, Llc.	0.52%	Add +0.6%	2,929	$559K
Plancorp, LLC	0.02%	Reduce -0.2%	2,927	$559K
Chilton Investment Co. Inc.	0.01%	No change	2,919	$557K
Tempus Wealth Planning, LLC	0.17%	Add +30.6%	2,917	$557K
Guardian Asset Advisors, LLC	0.35%	No change	2,866	$547K
WNY Asset Management, LLC	0.07%	No change	2,856	$545K
Navalign, LLC	0.16%	Reduce -3.6%	2,854	$545K
Lion Street Advisors, LLC	0.17%	Add +18.4%	2,851	$544K
Stockman Wealth Management, Inc.	0.09%	Add +1.6%	2,845	$543K
Oarsman Capital, Inc.	0.09%	Reduce -6.3%	2,842	$542K
Ballentine Capital Advisors, Inc	0.28%	Reduce -2.5%	2,833	$541K
Chicago Capital, LLC	0.01%	No change	2,832	$541K
Sandy Spring Bank	0.02%	Reduce -0.8%	2,822	$539K
Atlas Brown,Inc.	0.18%	Reduce -5.5%	2,773	$529K
Claro Advisors Inc.	0.07%	Reduce -7.5%	2,757	$526K
Argent Trust Co	0.02%	Reduce -2.9%	2,742	$523K
Cim, LLC	0.07%	Reduce -5.0%	2,735	$522K
DBK Financial Counsel, LLC	0.52%	No change	2,722	$520K
TCV Trust & Wealth Management, Inc.	0.05%	No change	2,713	$518K
Waterway Wealth Management, LLC	0.23%	Add +49.7%	2,711	$517K
Cambiar Investors LLC	0.02%	New	2,710	$517K
New Republic Capital, LLC	0.34%	Add +8.7%	2,709	$517K
Insigneo Advisory Services, LLC	0.05%	New	2,706	$517K
Cornell Pochily Investment Advisors, Inc.	0.18%	Reduce -11.6%	2,705	$516K
PCA Investment Advisory Services Inc.	0.24%	Reduce -0.6%	2,704	$516K
Nordwand Advisors, LLC	0.21%	No change	2,700	$515K
Semus Wealth Partners LLC	0.34%	Add +14.5%	2,693	$514K
Robinson Smith Wealth Advisors LLC	0.44%	No change	2,689	$513K
Kingswood Wealth Advisors, LLC	0.04%	Add +21.8%	2,684	$512K
Spinnaker Trust	0.03%	Add +1.1%	2,681	$512K
Insight Advisors, LLC/ PA	0.09%	Add +0.2%	2,661	$507K
Independent Wealth Network Inc.	0.21%	Reduce -13.8%	2,657	$507K
Freestone Capital Holdings, LLC	0.02%	Add +0.8%	2,656	$507K
CWS Financial Advisors, LLC	0.16%	Add +0.1%	2,654	$507K
Prasad Wealth Partners, LLC	0.16%	—	2,632	$502K
TBH Global Asset Management, LLC	0.12%	Reduce -0.4%	2,632	$502K
CGN Advisors LLC	0.05%	No change	2,631	$502K
Aaron Wealth Advisors LLC	0.06%	Reduce -13.9%	2,622	$500K
FWG Investments, LLC.	0.39%	Add +32.4%	2,622	$500K
Fairvoy Private Wealth, LLC	0.13%	—	2,613	$499K
Gradient Capital Advisors, LLC	0.16%	Reduce -6.1%	2,590	$494K
Stock Yards Bank & Trust Co.	0.02%	Reduce -28.5%	2,586	$494K
Wealthstar Advisors, LLC	0.21%	—	2,585	$494K
Plan Group Financial, LLC	0.26%	Add +1.0%	2,575	$492K
Transce3nd, LLC	0.17%	—	2,571	$491K
Confluence Wealth Services, Inc.	0.03%	Reduce -0.4%	2,493	$490K
Stone Summit Wealth LLC	0.16%	Reduce -0.1%	2,557	$488K
BIP Wealth, LLC	0.03%	Add +25.8%	2,556	$488K
Texas Capital Bank Wealth Management Services Inc	0.05%	Reduce -12.9%	2,555	$488K
Investment Research & Advisory Group, Inc.	0.20%	No change	2,545	$486K
Executive Wealth Management, LLC	0.04%	Reduce -2.8%	2,511	$479K
Colton Groome Financial Advisors, LLC	0.18%	Reduce -7.4%	2,510	$479K
GAMMA Investing LLC	0.04%	No change	2,508	$479K
Vident Advisory, LLC	0.01%	Add +22.6%	2,504	$478K
High Net Worth Advisory Group LLC	0.13%	No change	2,500	$477K
4J Wealth Management LLC	0.38%	No change	2,464	$470K
Altfest L J & Co. Inc.	0.06%	Add +0.3%	2,464	$470K
Keystone Financial Group	0.05%	New	775	$470K
SkyOak Wealth, LLC	0.10%	No change	2,457	$469K
Element Pointe Advisors, LLC	0.11%	No change	2,440	$466K
Alterna Wealth Management, Inc.	0.39%	Add +2.9%	2,433	$464K
Busey Bank	0.02%	Reduce -19.9%	2,425	$463K
Bank Ozk	0.19%	Reduce -10.4%	2,409	$460K
Okabena Investment Services Inc.	0.13%	No change	2,400	$458K
Carnegie Investment Counsel	0.01%	Add +1.0%	2,393	$457K
Lifeworks Advisors, LLC	0.08%	Add +2.6%	2,390	$456K
Canandaigua National Bank & Trust Co.	0.05%	Reduce -0.7%	2,390	$456K
Blue Zone Wealth Advisors, LLC	0.13%	Add +0.5%	2,389	$456K
VSM Wealth Advisory, LLC	0.16%	—	2,378	$454K
May Hill Capital, LLC	0.18%	—	2,375	$453K
Regatta Capital Group, LLC	0.09%	Reduce -0.4%	2,375	$453K
Neuberger Berman Group LLC	0.00%	Add +11.5%	2,369	$452K
LJI Wealth Management, LLC	0.09%	Reduce -8.6%	2,363	$451K
Gallacher Capital Management LLC	0.22%	Reduce -31.6%	2,362	$451K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.00%	Reduce -17.0%	2,272	$450K
Koesten, Hirschmann & Crabtree, INC.	0.26%	No change	2,355	$450K
Hara Capital LLC	0.28%	No change	2,335	$446K
Aurora Private Wealth, Inc.	0.33%	Reduce -2.5%	2,331	$445K
Larson Financial Group LLC	0.02%	Reduce -2.9%	2,327	$444K
Visionary Wealth Advisors	0.03%	Reduce -5.4%	2,319	$443K
Lighthouse Wealth Management Inc.	0.40%	—	2,316	$442K
Qube Research & Technologies Ltd	0.00%	Reduce -53.8%	2,312	$441K
GEN Financial Management, INC.	0.29%	—	2,304	$440K
Element Wealth, LLC	0.23%	Add +10.4%	2,291	$437K
Turim 21 Investimentos Ltda.	0.11%	No change	2,227	$437K
Reynders McVeigh Capital Management, LLC	0.02%	No change	2,283	$436K
Flputnam Investment Management Co.	0.01%	Reduce -71.2%	2,278	$435K
One Charles Private Wealth Services, LLC	0.15%	No change	2,277	$435K
IFG Advisors, LLC	0.09%	Add +0.2%	2,274	$434K
Smith Chas P & Associates Pa Cpas	0.02%	No change	2,273	$434K
National Bank of Canada	0.00%	Reduce -2.2%	2,268	$433K
Cabot Wealth Management Inc.	0.05%	Reduce -1.6%	2,249	$429K
Union Savings Bank	0.21%	No change	2,243	$428K
Journey Advisory Group, LLC	0.05%	No change	2,349	$428K
Dakota Wealth Management	0.01%	Reduce -0.0%	2,228	$425K
Jefferies Financial Group Inc.	0.00%	No change	2,224	$425K
Aviso Wealth Management	0.22%	No change	2,223	$424K
HCR Wealth Advisors	0.05%	No change	2,221	$424K
Clayton Financial Group LLC	0.15%	Reduce -3.6%	2,220	$424K
Almanack Investment Partners, LLC.	0.07%	Reduce -5.1%	2,218	$423K
Financial Harvest, LLC	0.36%	—	2,214	$423K
Worth Financial Advisory Group, LLC	0.26%	Reduce -5.5%	2,212	$422K
Parkside Advisors LLC	0.10%	Add +4.2%	2,209	$422K
Wealthgarden F.S. LLC	0.39%	Add +24.1%	2,199	$420K
Fiducient Advisors LLC	0.05%	Reduce -0.5%	2,197	$419K
Strategic Family Wealth Counselors, L.L.C.	0.14%	Add +54.3%	2,192	$418K
Salus Financial Advisors, LLC	0.33%	—	2,190	$418K
Appleton Partners Inc.	0.03%	Add +70.7%	2,190	$418K
Rainey & Randall Wealth Advisors Inc.	0.08%	Add +0.5%	2,175	$415K
Washington Trust Bank	0.04%	Add +15.7%	2,170	$414K
Postrock Partners LLC	0.20%	—	2,165	$413K
Ironwood Investment Counsel, LLC	0.07%	Add +8.3%	2,161	$413K
Moody LYNN Lieberson & Walker, LLC	0.03%	Add +47.9%	2,161	$412K
Triton Financial Group Inc	0.26%	Reduce -0.4%	2,155	$412K
Mendel Money Management	0.18%	Add +4.0%	2,137	$408K
Elevated Capital Advisors, LLC	0.11%	Reduce -12.4%	2,137	$408K
Coordinated Financial Services, Inc.	0.32%	—	2,133	$407K
Colorado Capital Management, Inc.	0.20%	No change	2,134	$407K
Maiden Cove Capital, LLC	0.62%	Reduce -3.9%	2,124	$405K
Nicolet Advisory Services, LLC	0.04%	Reduce -4.2%	2,152	$405K
Two Sigma Securities, LLC	0.07%	Reduce -59.3%	2,118	$404K
Lloyd Advisory Services, LLC.	0.19%	Add +0.7%	2,117	$404K
Peterson Wealth Advisors, LLC	0.07%	Add +0.2%	2,109	$404K
Haverford Trust Co	0.00%	No change	2,108	$402K
Samalin Investment Counsel, LLC	0.17%	Reduce -2.4%	2,103	$402K
Conservest Capital Advisors, Inc.	0.04%	No change	2,080	$397K
Performance Wealth Partners, LLC	0.01%	Add +7.4%	2,079	$397K
Harel Insurance Investments & Financial Services Ltd.	0.01%	Reduce -12.6%	2,091	$396K
Fulton Bank, N.A.	0.02%	Add +88.4%	2,069	$395K
Clarendon Private LLC	0.41%	—	2,062	$394K
GDS Wealth Management	0.04%	Add +16.7%	2,060	$393K
Aveo Capital Partners, LLC	0.04%	Add +3.8%	2,052	$392K
Enzi Wealth	0.15%	Reduce -4.0%	2,004	$392K
Millington Financial Advisors, LLC	0.23%	Add +0.2%	2,002	$391K
Diversified Trust Co.	0.01%	Reduce -6.0%	2,045	$390K
Gray Wealth Management Inc.	0.15%	Add +1.7%	2,034	$388K
Annis Gardner Whiting Capital Advisors, LLC	0.11%	No change	2,034	$388K
Bank of New Hampshire	0.10%	No change	2,025	$387K
Fulcrum Equity Management	0.38%	Reduce -0.3%	2,019	$385K
Shakespeare Wealth Management, LLC	0.10%	No change	2,018	$385K
Deutsche Bank AG	0.00%	Reduce -2.4%	2,017	$385K
Ridgeline Wealth, LLC	0.31%	—	2,003	$382K
LongView Wealth Management	0.12%	Reduce -4.3%	2,000	$382K
KCM Investment Advisors LLC	0.01%	Reduce -3.6%	2,000	$382K
Cassady Schiller Wealth Management, LLC	0.14%	Reduce -10.7%	1,996	$381K
Golden State Wealth Management, LLC	0.06%	—	1,993	$380K
Cary Street Partners Investment Advisory LLC	0.25%	Reduce -64.9%	1,990	$380K
Interactive Financial Advisors, Inc.	0.20%	Reduce -0.1%	1,989	$380K
Evolution Wealth Advisors, LLC	0.06%	No change	1,983	$379K
Evergreen Capital Management LLC	0.01%	Reduce -16.4%	1,980	$378K
TrinityPoint Wealth, LLC	0.05%	Add +5.3%	1,978	$378K
Capital Investment Advisory Services, LLC	0.04%	Add +3.1%	1,976	$377K
Boston Financial Mangement LLC	0.01%	No change	1,969	$376K
Curtis Advisory Group, LLC	0.10%	No change	1,964	$375K
Middleton & Co. Inc.	0.04%	Add +8.3%	1,950	$372K
Unique Wealth, LLC	0.08%	Add +11.5%	1,943	$371K
Bogart Wealth, LLC	0.02%	Add +0.4%	1,938	$370K
Blackston Financial Advisory Group, LLC	0.18%	Reduce -0.9%	1,935	$369K
NTV Asset Management LLC	0.05%	No change	1,935	$369K
Affiance Financial, LLC	0.09%	No change	1,917	$366K
Goelzer Investment Management, Inc.	0.02%	New	1,900	$363K
Axim Planning & Wealth	0.39%	Add +84.6%	1,896	$362K
Riggs Capital Management LLC	0.35%	—	1,891	$361K
Family Office Research LLC	0.16%	—	1,880	$359K
American Investment Services, Inc.	0.06%	No change	1,877	$358K
Compass Financial Services Inc	0.20%	—	1,872	$357K
ShoreHaven Wealth Partners, LLC	0.17%	No change	1,867	$356K
Onyx Bridge Wealth Group LLC	0.05%	Add +1.5%	1,866	$356K
Christopher J. Hasenberg, Inc	0.14%	Reduce -92.5%	1,852	$354K
LGL Partners, LLC	0.05%	Add +0.5%	1,849	$353K
Integrated Advisors Network LLC	0.02%	Add +48.2%	1,844	$352K
Guyasuta Investment Advisors Inc.	0.02%	No change	1,842	$352K
XML Financial, LLC	0.03%	Add +0.2%	1,842	$352K
Westshore Wealth, LLC	0.14%	Add +0.6%	1,836	$351K
One Capital Management, LLC	0.01%	Reduce -2.4%	1,831	$350K
Beacon Bridge Wealth Partners, LLC	0.15%	Reduce -0.1%	1,829	$349K
GC Wealth Management RIA, LLC	0.06%	No change	1,825	$348K
Latitude Advisors, LLC	0.20%	Add +9.7%	1,817	$347K
Evermay Wealth Management LLC	0.05%	No change	1,817	$347K
Two West Capital Advisors LLC	0.30%	Add +28.4%	1,805	$345K
Sageworth Trust Co of South Dakota	0.43%	No change	1,796	$343K
TCP Asset Management, LLC	0.08%	No change	1,796	$343K
Campion Asset Management	0.26%	Reduce -20.1%	1,793	$342K
Moneco Advisors, LLC	0.04%	Add +1.8%	1,792	$342K
Newton One Investments LLC	0.13%	No change	1,785	$341K
Woodmont Investment Counsel LLC	0.03%	No change	1,785	$341K
WR Wealth Planners, LLC	0.11%	Reduce -56.1%	1,780	$340K
Legacy Edge Advisors, LLC	0.05%	Reduce -41.6%	1,776	$339K
Macroview Investment Management LLC	0.34%	Add +5.7%	1,770	$338K
Trust Co. of Vermont	0.02%	Add +64.0%	1,769	$338K
Old North State Trust, LLC	0.21%	Reduce -4.3%	1,759	$336K
HTLF Bank	0.04%	No change	1,728	$330K
LCNB Corp.	0.12%	No change	1,720	$328K
ProVise Management Group, LLC	0.03%	No change	1,719	$328K
Crowley Wealth Management, Inc.	0.29%	—	1,717	$328K
Francis Financial, Inc.	0.08%	No change	1,710	$326K
EWG Elevate Inc.	0.10%	Reduce -12.3%	1,704	$325K
Mosaic Financial Group, LLC	0.23%	Add +0.4%	1,702	$325K
Blue Chip Partners, LLC	0.03%	Reduce -4.1%	1,703	$325K
Unionview, LLC	0.24%	Add +8.1%	1,701	$325K
HMS Capital Management, LLC	0.16%	No change	1,700	$324K
Institute for Wealth Management, LLC.	0.04%	Add +7.6%	1,697	$324K
Manchester Capital Management LLC	0.04%	No change	1,693	$323K
Rockwood Wealth Management, LLC	0.03%	New	1,692	$323K
Paradigm, Strategies in Wealth Management, LLC	0.21%	Reduce -2.9%	1,680	$321K
Kovack Advisors, Inc.	0.03%	Reduce -2.0%	1,679	$320K
Arkos Global Advisors	0.05%	No change	1,669	$319K
Mitchell McLeod Pugh & Williams Inc.	0.07%	No change	1,671	$319K
First County Bank	0.18%	Reduce -31.3%	1,670	$319K
First Interstate Bank	0.02%	Reduce -28.3%	1,663	$317K
Quattro Financial Advisors LLC	0.08%	No change	1,623	$317K
Headlands Technologies LLC	0.03%	Add +780.9%	1,656	$316K
Winthrop Advisory Group LLC	0.04%	Add +3.1%	1,654	$316K
Atlantic Union Bankshares Corp	0.02%	No change	1,653	$316K
Wimmer Associates 1, LLC	0.16%	No change	1,650	$315K
Huntleigh Advisors, Inc.	0.07%	—	1,641	$313K
Center For Asset Management LLC	0.20%	Reduce -5.8%	1,637	$312K
Optivise Advisory Services LLC	0.17%	Reduce -1.0%	1,635	$312K
Prosperity Consulting Group, LLC	0.02%	Add +32.3%	1,634	$312K
Everpar Advisors LLC	0.16%	Add +4.9%	1,631	$311K
Wealthquest Corp	0.03%	Reduce -1.4%	1,628	$311K
Oliver Lagore Vanvalin Investment Group	0.08%	Add +1.3%	1,625	$310K
Gerber Kawasaki Wealth & Investment Management	0.01%	Reduce -8.2%	1,618	$309K
Greenhouse Wealth Management, LLC	0.20%	Reduce -3.1%	1,612	$308K
Johnson Financial Group, Inc.	0.01%	Reduce -63.4%	1,558	$306K
Friday Financial	0.21%	—	1,600	$305K
Fairway Wealth LLC	0.14%	No change	1,600	$305K
Aspen Grove Capital, LLC	0.06%	No change	1,599	$305K
Brown Wealth Management, LLC	0.11%	No change	1,597	$305K
Copia Wealth Management	0.29%	—	1,593	$304K
Debussy Capital Management LP	0.05%	Add +18.6%	1,527	$303K
United Community Bank	0.12%	Add +14.1%	1,580	$302K
Timonier Family Office, LTD.	0.15%	—	1,573	$300K
Safeguard Investment Advisory Group, LLC	0.08%	Add +0.1%	1,563	$298K
Gilliland Jeter Wealth Management LLC	0.10%	Add +41.2%	1,556	$297K
Courage Miller Partners, LLC	0.10%	No change	1,555	$297K
Williams Jones Wealth Management, LLC.	0.00%	Reduce -3.1%	1,554	$297K
WESPAC Advisors, LLC	0.22%	New	1,550	$296K
Sugarloaf Wealth Management, LLC	0.06%	Add +0.1%	1,550	$296K
Baldwin Wealth Partners LLC	0.02%	No change	1,537	$293K
Horizon Family Wealth, Inc.	0.19%	Reduce -0.1%	1,524	$291K
Baker Tilly Wealth Management, LLC	0.11%	New	1,517	$290K
Tradewinds, LLC.	0.08%	New	1,478	$290K
Caitlin John, LLC	0.20%	No change	1,517	$289K
LaFleur & Godfrey LLC	0.04%	No change	1,516	$289K
GM Advisory Group, LLC	0.02%	New	1,514	$289K
Obsidian Cio, LLC	0.05%	Add +0.5%	1,511	$288K
Americana Partners, LLC	0.01%	New	1,511	$288K
PBMares Wealth Management LLC	0.06%	Add +1.8%	1,510	$288K
Bellwether Advisors, LLC	0.05%	Add +9.4%	1,507	$288K
McHugh Group, LLC	0.22%	—	1,502	$287K
Monetary Management Group Inc.	0.07%	No change	1,500	$286K
Goodwin Investment Advisory	0.15%	No change	1,496	$286K
KRS Capital Management, LLC	0.20%	No change	1,495	$285K
Beaumont Financial Advisors, LLC	0.02%	No change	1,494	$285K
Sargent Investment Group, LLC	0.05%	New	1,501	$284K
Riverwater Partners LLC	0.14%	Reduce -4.9%	1,484	$283K
Barrett & Company, Inc.	0.12%	No change	1,482	$283K
NorthRock Partners, LLC	0.01%	Add +1.8%	1,480	$283K
Breakwater Capital Group	0.06%	No change	1,476	$282K
Aufman Associates Inc	0.19%	No change	1,466	$280K
Benjamin Edwards Inc.	0.00%	Add +18.7%	1,464	$279K
Denver PWM, LLC	0.11%	Add +0.6%	1,459	$279K
L & S Advisors Inc	0.03%	Add +0.3%	1,458	$278K
Good Life Advisors, LLC	0.02%	Reduce -50.4%	1,457	$278K
Weaver Consulting Group	0.09%	Reduce -0.9%	1,453	$277K
Independence Bank of Kentucky	0.04%	Add +582.1%	1,446	$276K
Garden State Investment Advisory Services LLC	0.08%	No change	1,442	$275K
Fairview Capital Investment Management, LLC	0.01%	Add +0.9%	1,441	$275K
Beacon Financial Planning, Inc.	0.16%	Add +0.6%	1,433	$274K
First Citizens Financial Corp	0.15%	Reduce -1.0%	1,431	$273K
Annex Advisory Services, LLC	0.01%	Add +1.3%	1,431	$273K
McAdam, LLC	0.01%	Add +2.1%	1,426	$272K
Kirtland Hills Capital Management, LLC	0.17%	No change	1,426	$272K
Delta Investment Management, LLC	0.05%	Reduce -2.6%	1,426	$272K
Quartz Partners, LLC	0.17%	Reduce -8.2%	1,425	$272K
Perissos Private Wealth Management, LLC	0.20%	Add +1.9%	1,419	$271K
Strategic Equity Management	0.11%	Add +0.1%	1,419	$271K
Parkside Financial Bank & Trust	0.04%	No change	1,415	$270K
Brooklyn FI, LLC	0.09%	New	1,412	$270K
Cambridge Financial Group, LLC	0.11%	No change	1,408	$269K
PSI Advisors, LLC	0.08%	Add +12.2%	1,404	$268K
Heritage Family Offices, LLP	0.13%	Add +23.4%	1,400	$267K
LFA - Lugano Financial Advisors SA	0.17%	No change	1,400	$267K
Partners in Financial Planning	0.05%	Reduce -19.9%	1,396	$267K
Bangor Savings Bank	0.03%	Reduce -15.4%	1,394	$266K
RiverFront Investment Group, LLC	0.01%	Add +28.0%	1,388	$265K
City Holding Co.	0.04%	No change	1,385	$264K
Chesapeake Wealth Management	0.09%	No change	1,382	$264K
Anb Bank	0.12%	—	1,379	$263K
Clark Asset Management, LLC	0.05%	New	1,377	$263K
Fischer Financial Services, Inc.	0.08%	—	1,375	$262K
Nia Impact Advisors, LLC	0.09%	No change	1,374	$262K
Select Asset Management & Trust	0.10%	Reduce -4.7%	1,366	$261K
Uptown Financial Advisors LLC	0.28%	—	1,359	$259K
West Branch Capital LLC	0.08%	No change	1,355	$259K
Strategic Financial Partners, Ltd.	0.13%	No change	1,355	$259K
JTC Employer Solutions Trustee Ltd	0.02%	No change	1,353	$258K
Stratos Investment Management, LLC	0.02%	Add +0.7%	1,349	$258K
Hills Bank & Trust Co	0.02%	No change	1,349	$257K
Alexander Randolph Advisory, Inc.	0.24%	No change	1,348	$257K
Romano Brothers and Company	0.03%	No change	1,345	$257K
Capital Investment Advisors, LLC	0.01%	New	1,344	$257K
Sagace Wealth Management LLC	0.19%	No change	1,341	$256K
SYM FINANCIAL Corp	0.03%	No change	1,340	$256K
Correct Capital Wealth Management	0.05%	Add +0.1%	1,336	$255K
Sather Financial Group Inc	0.02%	No change	1,332	$254K
Armstrong Advisory Group, Inc.	0.02%	Add +31.5%	1,331	$254K
Seeds Investor LLC	0.07%	New	1,330	$254K
Plan A Wealth LLC	0.23%	—	1,327	$253K
Realta Investment Advisors	0.10%	Add +4.8%	1,322	$253K
First National Bank & Trust Co. of Newtown	0.05%	Reduce -39.5%	1,317	$251K
Single Point Partners, LLC	0.06%	New	1,299	$248K
IFC Advisors LLC	0.05%	—	1,297	$248K
Syntegra Private Wealth Group, LLC	0.03%	Reduce -1.5%	1,292	$247K
Grove Bank & Trust	0.03%	No change	1,290	$246K
Factor Wealth Management LTD	0.08%	—	1,286	$245K
Flagship Harbor Advisors, LLC	0.01%	Reduce -1.9%	1,279	$244K
Acorn Wealth Advisors, LLC	0.10%	Add +0.3%	1,272	$243K
Planned Solutions, Inc.	0.10%	No change	1,267	$242K
Cottonwood Capital Advisors, LLC	0.17%	Reduce -2.8%	1,264	$241K
Sage Financial Group Inc.	0.02%	Add +0.3%	1,263	$241K
Genesee Capital Advisors, LLC	0.11%	No change	1,240	$237K
Simmons Bank	0.02%	New	1,232	$235K
Creekmur Asset Management LLC	0.05%	Add +0.5%	1,227	$234K
Cora Capital Advisors LLC	0.11%	No change	1,227	$234K
Hidden Cove Wealth Management, LLC	0.19%	—	1,226	$234K
Cape Ann Savings Bank	0.14%	No change	1,226	$234K
Brick & Kyle, Associates	0.10%	New	1,226	$234K
CPC Advisors, LLC	0.03%	New	1,222	$233K
Planning Center, Inc.	0.03%	Reduce -45.9%	1,216	$232K
Fiduciary Group, LLC	0.02%	No change	1,210	$231K
Beverly Hills Private Wealth, LLC	0.05%	Reduce -13.0%	1,209	$231K
SeaCrest Wealth Management, LLC	0.02%	No change	1,206	$230K
Ellevest, Inc.	0.01%	No change	1,206	$230K
Investment Partners Asset Management, Inc.	0.18%	No change	1,200	$229K
Webster Bank, N. A.	0.02%	Add +33.4%	1,198	$229K
Segment Wealth Management, LLC	0.02%	Reduce -10.5%	1,194	$228K
Obsidian Personal Planning Solutions LLC	0.11%	No change	1,161	$228K
HM Payson & Co.	0.00%	No change	1,191	$227K
Patten & Patten Inc.	0.01%	Reduce -0.3%	1,190	$227K
Portland Global Advisors LLC	0.03%	No change	1,189	$227K
Navis Wealth Advisors, LLC	0.25%	No change	1,187	$227K
Trifecta Capital Advisors, LLC	0.04%	Reduce -54.5%	1,187	$227K
TL Private Wealth	0.10%	New	1,174	$226K
Litman Gregory Wealth Management LLC	0.02%	No change	1,185	$226K
Clark Capital Management Group, Inc.	0.00%	Reduce -28.1%	1,179	$225K
Cape Investment Advisory, Inc.	0.09%	Reduce -3.6%	1,176	$224K
TCTC Holdings, LLC	0.01%	No change	1,175	$224K
Bestgate Wealth Advisors, LLC	0.44%	—	1,158	$221K
Vienna Asset Management LLC	0.15%	New	1,152	$220K
Leelyn Smith, LLC	0.04%	New	1,152	$220K
Luts & Greenleigh Group, Inc.	0.22%	New	1,151	$220K
Truefg, LLC	0.07%	Add +0.3%	1,148	$219K
Ingalls & Snyder LLC	0.01%	New	1,149	$219K
Lazard Asset Management LLC	0.00%	No change	1,150	$219K
Synergy Investment Management, LLC	0.09%	—	1,145	$219K
Private Portfolio Partners LLC	0.04%	Add +0.1%	1,145	$219K
Advyzon Investment Management, LLC	0.08%	—	1,143	$218K
Vise Technologies, Inc.	0.02%	Reduce -1.6%	1,140	$218K
Mission Creek Capital Partners, Inc.	0.05%	No change	1,135	$217K
Legacy Financial Strategies, LLC	0.05%	Add +0.3%	1,138	$216K
Persium Advisors, LLC	0.21%	—	1,126	$215K
Carlton Hofferkamp & Jenks Wealth Management, LLC	0.08%	No change	1,091	$214K
Vaughan David Investments LLC	0.01%	Reduce -0.6%	1,118	$213K
Raab & Moskowitz Asset Management LLC	0.05%	No change	1,114	$213K
Richards, Merrill & Peterson, Inc.	0.11%	—	1,113	$212K
Accurate Wealth Management, LLC	0.04%	Reduce -11.0%	1,127	$212K
Aviance Capital Partners, LLC	0.03%	Add +1.8%	1,110	$212K
Mathes Company, Inc.	0.08%	No change	1,100	$210K
TCI Wealth Advisors, Inc.	0.02%	Add +4.8%	1,100	$210K
Hollencrest Capital Management	0.01%	Add +0.1%	1,091	$208K
BancFirst Trust & Investment Management	0.09%	Add +3.8%	1,090	$208K
Sage Financial Management Group, Inc.	0.08%	No change	1,084	$207K
Mountain Capital Investment Advisors Inc.	0.04%	Add +3.0%	1,059	$206K
DKM Wealth Management, Inc.	0.19%	—	1,075	$205K
Founders Financial Alliance, LLC	0.06%	No change	1,069	$204K
PUREfi Wealth, LLC	0.20%	—	1,067	$204K
Talisman Wealth Advisors LLC	0.22%	New	1,065	$203K
Oak Wealth Advisors LLC	0.16%	—	1,063	$203K
Pennsylvania Capital Management Inc.	0.07%	No change	1,060	$202K
Human Investing LLC	0.04%	Reduce -17.1%	1,060	$202K
Harrell Investment Partners, LLC	0.06%	Reduce -1.9%	1,058	$202K
180 Wealth Advisors, LLC	0.03%	Reduce -1.6%	1,052	$201K
Mirae Asset Global Investments Co., Ltd.	0.00%	Reduce -48.1%	1,046	$199K
Inlight Wealth Management, LLC	0.11%	—	179,293	$198K
Fiduciary Advisors, Inc.	0.20%	—	1,030	$197K
2UniFi Bank	0.13%	—	1,017	$194K
Wiser Advisor Group LLC	0.28%	Add +0.5%	997	$190K
Elevation Wealth Partners, LLC	0.08%	Add +0.6%	990	$189K
Ethos Financial Group, LLC	0.02%	New	966	$184K
Brown, Lisle/Cummings, Inc.	0.05%	No change	913	$174K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	0.00%	Reduce -5.9%	910	$174K
Valley Wealth Managers, Inc.	0.01%	No change	901	$172K
Black Cypress Capital Management, LLC	0.15%	Add +1.9%	1,104	$172K
Beacon Capital Management, LLC	0.02%	Reduce -0.8%	899	$172K
Mechanics Financial Corp	0.07%	Reduce -2.2%	875	$167K
Mainstream Capital Management LLC	0.11%	New	856	$163K
Provident Wealth Management, LLC	0.05%	No change	852	$163K
Tompkins Financial Corp.	0.01%	Add +11.2%	804	$153K
Global Financial Private Client, LLC	0.06%	Reduce -5.8%	794	$152K
Zions Bancorporation, N.A.	0.01%	No change	781	$149K
Raffa Wealth Management, LLC	0.03%	Add +0.5%	770	$147K
Covenant Partners, LLC	0.05%	Reduce -22.9%	769	$147K
Dunhill Financial, LLC	0.07%	No change	765	$146K
Biltmore Family Office, LLC	0.02%	Reduce -17.9%	756	$144K
Activest Wealth Management	0.04%	No change	738	$141K
GPS Wealth Strategies Group, LLC	0.02%	Add +0.1%	738	$141K
Darwin Wealth Management, LLC	0.05%	Reduce -23.2%	734	$140K
Legacy Bridge, LLC	0.07%	No change	729	$139K
Russell Investments Group, Ltd.	0.00%	No change	706	$135K
Register Financial Advisors LLC	0.07%	Add +74.9%	698	$133K
Empowered Funds, LLC	0.00%	New	698	$133K
Colonial Trust Co / SC	0.02%	No change	684	$131K
Crewe Advisors LLC	0.02%	Reduce -3.5%	682	$130K
City State Bank	0.05%	No change	676	$129K
Criterion Capital Advisors, LLC	0.08%	No change	707	$129K
Kiely Wealth Advisory Group, Inc.	0.08%	No change	634	$124K
Financial Life Planners	0.10%	—	647	$123K
Mascoma Wealth Management LLC	0.03%	No change	638	$122K
Van Hulzen Asset Management, LLC	0.01%	New	631	$120K
Guardian Wealth Advisors, LLC / NC	0.01%	Add +393.6%	622	$119K
First PREMIER Bank	0.03%	No change	614	$117K
Founders Capital Management	0.07%	No change	607	$116K
Advantage Trust Co	0.07%	No change	600	$115K
LGT Financial Advisors LLC	0.25%	Add +15.6%	599	$115K
FLP Wealth Management, LLC	0.29%	—	599	$114K
ORG Partners LLC	0.02%	Reduce -13.5%	590	$113K
Security National Bank	0.02%	No change	569	$109K
Tradewinds Capital Management, LLC	0.03%	Reduce -4.7%	547	$104K
Stonebridge Financial Group, LLC	0.01%	—	546	$104K
Wintrust Investments LLC	0.09%	Reduce -2.5%	542	$103K
Family Manage LLC	0.02%	New	530	$101K
St Germain D J Co. Inc.	0.00%	Add +9.2%	523	$100K
Foster Dykema Cabot & Partners, LLC	0.01%	No change	512	$98K
REAP Financial Group, LLC	0.02%	Reduce -1.9%	507	$97K
Ballast Advisors LLC	0.03%	No change	497	$95K
Westend Capital Management, LLC	0.03%	No change	497	$95K
IAG Wealth Partners, LLC	0.02%	Add +40.6%	492	$94K
Serenus Wealth Advisors, LLC	0.02%	—	93,684	$94K
Financial Perspectives, Inc	0.03%	Add +0.4%	479	$91K
Strategic Investment Solutions, Inc.	0.03%	No change	477	$91K
Brandywine Global Investment Management, LLC	0.00%	No change	461	$88K
WealthCollab, LLC	0.06%	No change	458	$87K
Pillar Financial Advisors, LLC	0.07%	—	450	$86K
Optimum Investment Advisors	0.04%	No change	450	$86K
Rosenberg Matthew Hamilton	0.02%	Add +7.5%	447	$85K
Caldwell Trust Co	0.01%	Add +4.8%	440	$84K
Transcendent Capital Group LLC	0.04%	Reduce -97.6%	432	$82K
Archer Investment Corp	0.02%	Add +3.4%	431	$82K
Tucker Asset Management LLC	0.02%	Add +90.7%	408	$78K
Frazier Financial Advisors, LLC	0.06%	Add +264.9%	405	$77K
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	379	$72K
Insight Inv LLC	0.05%	No change	376	$72K
Avondale Wealth Management	0.05%	Add +3.6%	375	$72K
Pittenger & Anderson Inc.	0.00%	Reduce -29.9%	375	$72K
First Financial Corp.	0.03%	New	366	$70K
Coppell Advisory Solutions LLC	0.01%	Reduce -5.8%	359	$68K
CarsonAllaria Wealth Management, Ltd.	0.04%	Add +119.0%	357	$68K
CoreFirst Bank & Trust	0.04%	No change	355	$68K
TruNorth Capital Management, LLC	0.02%	No change	355	$68K
Murphy & Mullick Capital Management Corp	0.06%	—	352	$67K
Bernard Wealth Management Corp.	0.03%	—	345	$66K
Wood Tarver Financial Group, LLC	0.02%	—	342	$65K
Blue Bell Private Wealth Management, LLC	0.01%	No change	317	$61K
Measured Risk Portfolios, Inc.	0.07%	—	312	$60K
TD Capital Management LLC	0.01%	Reduce -27.4%	307	$59K
Cornerstone National Bank & Trust Co	0.03%	No change	305	$58K
Paladin Advisory Group, LLC	0.04%	No change	302	$58K
Western Pacific Wealth Management, LP	0.05%	No change	301	$58K
Rice Partnership, LLC	0.01%	No change	292	$56K
HighMark Wealth Management LLC	0.03%	Reduce -96.4%	282	$54K
Colony Family Offices, LLC	0.02%	No change	273	$52K
Cordgrass Capital Advisors, LLC	0.01%	No change	271	$52K
WASHINGTON TRUST Co	0.00%	Reduce -1.9%	263	$50K
PrairieView Partners, LLC	0.01%	No change	262	$50K
Palouse Capital Management, Inc.	0.03%	No change	259	$49K
Graney & King, LLC	0.04%	—	258	$49K
Knuff & Co LLC	0.01%	No change	256	$49K
Rise Advisors, LLC	0.02%	Add +0.4%	253	$48K
HHM Wealth Advisors, LLC	0.01%	Reduce -20.5%	252	$48K
Dogwood Wealth Management LLC	0.02%	New	237	$45K
Atala Financial Inc	0.03%	—	227	$43K
McIlrath & Eck, LLC	0.01%	No change	225	$43K
Ironwood Wealth Management, LLC.	0.01%	No change	221	$42K
Quest 10 Wealth Builders, Inc.	0.04%	—	220	$42K
Morse Asset Management, Inc	0.01%	New	214	$41K
Cherry Tree Wealth Management, LLC	0.01%	No change	212	$40K
Castleview Partners, LLC	0.02%	No change	213	$40K
JNBA Financial Advisors	0.00%	Reduce -16.7%	200	$38K
Duncker Streett & Co. Inc.	0.01%	No change	200	$38K
Addison Advisors LLC	0.01%	No change	186	$36K
Copley Financial Group, Inc.	0.03%	No change	185	$35K
Perkins Coie Trust Co	0.01%	New	183	$35K
Pension & Wealth Management Advisors, Inc.	0.01%	Add +0.6%	179	$34K
Avion Wealth	0.01%	Add +0.6%	182	$34K
Centricity Wealth Management, LLC	0.03%	—	176	$34K
Trust Co	0.00%	New	170	$32K
Providence First Trust Co	0.01%	New	165	$31K
Peoples Bank	0.02%	No change	163	$31K
Cornerstone Planning Group LLC	0.01%	Reduce -5.1%	150	$30K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.01%	Add +100.0%	152	$29K
Kentucky Trust Co	0.02%	—	150	$29K
Atlantic Private Wealth, LLC	0.02%	Add +0.7%	143	$27K
Concord Wealth Partners	0.00%	No change	141	$27K
Pinney & Scofield, Inc.	0.02%	—	137	$26K
Grand Wealth Management, LLC	0.01%	No change	130	$25K
Decker Retirement Planning Inc.	0.01%	—	124	$24K
BankPlus Trust Department	0.01%	—	124	$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%	No change	121	$23K
Davis Capital Management	0.02%	Reduce -27.7%	112	$21K
Abound Wealth Management	0.01%	No change	112	$21K
Red Tortoise LLC	0.01%	No change	110	$21K
Ridgewood Investments LLC	0.01%	No change	109	$21K
Colonial Trust Advisors	0.00%	Reduce -4.5%	107	$20K
Brooklyn Investment Group	0.01%	New	102	$19K
Truvestments Capital LLC	0.00%	No change	100	$19K
Fortis Group Advisors, LLC	0.00%	No change	100	$19K
Quintet Private Bank (Europe) S.A.	0.00%	No change	100	$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	$18K
Ruedi Wealth Management, Inc.	0.01%	No change	90	$17K
Bellevue Asset Management, LLC	0.01%	New	86	$16K
Financial Management Professionals, Inc.	0.00%	Reduce -25.4%	85	$16K
DecisionPoint Financial, LLC	0.00%	No change	81	$15K
FSA Wealth Management LLC	0.01%	No change	80	$15K
Modus Advisors, LLC	0.00%	New	78	$15K
Studio Investment Management LLC	0.00%	No change	78	$15K
Halbert Hargrove Global Advisors, LLC	0.00%	New	75	$14K
Parkworth Wealth Management, Inc.	0.01%	—	74	$14K
Pin Oak Investment Advisors Inc.	0.01%	No change	70	$14K
Toth Financial Advisory Corp.	0.00%	No change	71	$14K
American National Bank & Trust	0.00%	No change	71	$14K
Coastline Trust Co	0.00%	No change	70	$13K
Hemington Wealth Management	0.00%	No change	72	$13K
Putney Financial Group LLC	0.01%	—	64	$12K
POM Investment Strategies, LLC	0.01%	No change	63	$12K
Ameriflex Group, Inc.	0.01%	—	61	$12K
Robinswood Financial LLC	0.00%	Reduce -15.3%	61	$12K
Chesapeake Asset Management LLC	0.01%	No change	61	$12K
Field & Main Bank	0.00%	No change	61	$12K
American Capital Advisory, LLC	0.01%	New	59	$11K
Peachtree Investment Partners, LLC	0.00%	Add +1.8%	58	$11K
Kiker Wealth Management, LLC	0.01%	—	49	$9K
Marshall & Sterling Wealth Advisors Inc.	0.01%	—	43	$8K
Orion Capital Management LLC	0.00%	New	40	$8K
Nova Wealth Management, Inc.	0.01%	—	39	$7K
New Millennium Group LLC	0.00%	No change	37	$7K
Pacific Capital Wealth Advisors, Inc.	0.00%	No change	35	$7K
Valued Wealth Advisors LLC	0.00%	Reduce -81.0%	34	$6K
Blume Capital Management, Inc.	0.00%	Reduce -90.8%	30	$6K
Valley National Advisers Inc.	0.00%	No change	29	$5K
Resources Management Corp. /CT/	0.00%	No change	24	$5K
First United Bank & Trust	0.00%	No change	25	$5K
Nemes Rush Group LLC	0.00%	No change	24	$5K
Financial Gravity Companies, Inc.	0.00%	No change	21	$4K
Iron Horse Wealth Management, LLC	0.00%	No change	20	$4K
Roxbury Financial LLC	0.00%	—	18	$4K
Morton Brown Family Wealth, LLC	0.00%	No change	18	$3K
Richard W. Paul & Associates, LLC	0.00%	No change	17	$3K
Atticus Wealth Management, LLC	0.00%	No change	17	$3K
Wingate Wealth Advisors, Inc.	0.00%	—	15	$3K
Punch & Associates Investment Management, Inc.	0.00%	No change	15	$3K
Islay Capital Management, LLC	0.00%	No change	14	$3K
FPC Investment Advisory, Inc.	0.00%	No change	13	$3K
Affinity Wealth LLC	0.00%	—	13	$2K
Main Street Group, LTD	0.00%	No change	12	$2K
Synergy Asset Management, LLC	0.00%	New	9	$2K
Bfsg, LLC	0.00%	No change	9	$2K
Great Lakes Advisors, LLC	0.00%	Add +75.0%	7	$1K
Bridge Generations Wealth Management LLC	0.00%	—	6	$1K
AllSquare Wealth Management LLC	0.00%	No change	5	$954
Lanark Financial, Inc.	0.04%	—	2	$446
Tower Research Capital LLC (TRC)	0.00%	Reduce -99.7%	2	$382

"% 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.