iShares S&P 500 Value ETFIVEETF

13F holders, Q2 2026 (June 30)

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

1,769holders +49

121new positions

67sold out

8famous investors

$226.77avg. 13F price*

At the end of Q2 2026, 1,769 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 49 from Q1 2026. 121 opened new positions and 67 sold out. The largest holders were Envestnet Asset Management Inc. ($5.3B), JPMorgan Chase & Co. ($3.7B) and Morgan Stanley ($3.4B). 8 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 2026 → Q2 2026

	Institutions	Total Value
New Positions	121	$356.9M
Exits	67	$160.7M

All 13F filers, Q1 2026 → Q2 2026: 4,166,245 shares bought and 14,701,214 shares sold, net −10,534,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,769 holders


Envestnet Asset Management Inc.	1.25%	Reduce -15.8%	23,349,327	$5.3B
JPMorgan Chase & Co.	0.22%	Reduce -5.4%	16,247,060	$3.7B
Morgan Stanley	0.18%	Reduce -0.1%	14,914,723	$3.4B
LPL Financial LLC	0.49%	Reduce -8.3%	9,632,373	$2.2B
Bank of America Corp.	0.14%	Add +1.6%	9,606,771	$2.2B
Wells Fargo & Company	0.25%	Add +0.3%	6,230,043	$1.4B
UBS Group AG	0.13%	Reduce -1.6%	3,584,194	$813.8M
Stifel Financial Corp.	0.67%	Add +9.4%	3,566,472	$809.8M
Cetera Investment Advisers	0.63%	Reduce -7.0%	3,065,888	$696.1M
Ameriprise Financial Inc.	0.13%	Reduce -3.7%	2,897,188	$657.5M
PNC Financial Services Group, Inc.	0.25%	Reduce -2.7%	2,209,817	$501.8M
Lido Advisors, LLC	1.74%	Add +9.5%	2,129,638	$483.6M
BlackRock, Inc.	0.01%	Reduce -22.1%	2,020,568	$458.8M
Park Avenue Securities LLC	2.57%	Reduce -17.6%	1,811,031	$411.2M
Envestnet Portfolio Solutions, Inc.	1.88%	Reduce -19.6%	1,728,446	$392.5M
MML Investors Services, LLC	0.79%	Reduce -1.5%	1,695,146	$384.9M
Raymond James Financial Inc.	0.10%	Add +2.1%	1,654,914	$375.8M
Goldman Sachs Group Inc.	0.03%	Add +0.0%	1,416,262	$321.6M
Royal Bank of Canada	0.05%	Reduce -1.9%	1,369,827	$311.0M
Cassaday & Co Wealth Management LLC	5.35%	Add +4.8%	1,255,289	$285.0M
MAI Capital Management	1.06%	Add +21.6%	1,225,815	$278.3M
Foundations Investment Advisors, LLC	2.87%	Add +10.3%	1,225,561	$278.3M
Focus Partners Wealth	0.28%	Reduce -1.9%	1,205,298	$273.7M
Janney Montgomery Scott LLC	0.51%	Reduce -14.8%	1,149,138	$260.9M
Mariner, LLC	0.25%	Reduce -6.6%	1,052,224	$238.9M
Sofi Wealth, LLC	9.49%	Add +6.0%	1,038,423	$235.8M
Commonwealth Equity Services, LLC	0.28%	Reduce -6.0%	976,621	$221.8M
Bank of New York Mellon Corp	0.04%	Reduce -14.8%	970,074	$220.3M
FMR LLC	0.01%	Reduce -0.1%	818,023	$185.7M
NewEdge Advisors, LLC	0.55%	Reduce -5.9%	808,622	$183.6M
Sanctuary Advisors, LLC	0.83%	Reduce -13.1%	783,942	$178.0M
M&T Bank Corp	0.51%	Reduce -3.7%	768,621	$174.5M
Pacific Life Fund Advisors LLC	18.98%	New	760,525	$172.7M
OneDigital Investment Advisors LLC	1.45%	Reduce -21.5%	758,206	$172.2M
Rehmann Capital Advisory Group	7.70%	Add +3.3%	740,561	$168.2M
Osaic Holdings, Inc.	0.20%	Add +6.6%	731,726	$166.3M
HighTower Advisors, LLC	0.15%	Add +1.0%	670,326	$152.2M
JB Capital LLC	5.21%	Reduce -18.0%	663,124	$150.6M
Jones Financial Companies LLLP	0.06%	Add +9.5%	641,496	$145.3M
Calamos Wealth Management LLC	4.22%	Add +1.7%	606,356	$137.7M
LVZ, Inc.	13.29%	Add +0.6%	575,983	$130.8M
United Capital Financial Advisors, LLC	0.71%	Reduce -14.4%	565,412	$128.4M
Cambridge Investment Research Advisors, Inc.	0.27%	Reduce -0.8%	535,693	$121.6M
Fifth Third Bancorp	0.19%	Reduce -5.2%	528,705	$120.0M
Cerity Partners LLC	0.13%	Reduce -7.8%	477,313	$108.4M
Rockefeller Capital Management L.P.	0.16%	Add +5.8%	451,033	$102.4M
Advocacy Wealth Management, LLC	3.50%	Reduce -16.9%	424,530	$96.4M
Truist Financial Corp.	0.11%	Reduce -24.5%	422,037	$95.8M
Home Federal Bank of Tennessee	18.94%	Add +0.3%	386,538	$87.8M
Kestra Advisory Services, LLC	0.28%	Reduce -2.6%	376,285	$85.4M
Cliftonlarsonallen Wealth Advisors, LLC	1.10%	Reduce -11.6%	369,816	$84.0M
Moneta Group Investment Advisors LLC	0.62%	Reduce -0.9%	367,341	$83.4M
Ascent Group, LLC	2.33%	Reduce -14.1%	342,445	$77.8M
Betterment LLC	0.13%	Reduce -4.3%	342,003	$77.7M
Triad Wealth Partners, LLC	4.35%	Add +21.0%	314,821	$73.4M
Kestra Investment Management, LLC	1.39%	Reduce -39.3%	315,993	$71.7M
AE Wealth Management LLC	0.33%	Reduce -16.3%	311,368	$70.7M
Bank of Montreal	0.03%	Add +2.8%	300,302	$68.2M
Probity Advisors, Inc.	9.67%	Add +0.2%	297,845	$67.6M
Courier Capital LLC	3.35%	Add +0.1%	295,652	$67.1M
Thrivent Financial for Lutherans	0.11%	Reduce -13.4%	289,895	$65.8M
Modern Wealth Management, LLC	0.76%	Reduce -2.1%	280,304	$63.6M
Valmark Advisers, Inc.	0.67%	Reduce -2.0%	277,744	$63.1M
Harbour Investments, Inc.	0.85%	Reduce -2.1%	276,574	$62.8M
Baird Financial Group, Inc.	0.09%	Add +7.3%	274,431	$62.3M
Northwestern Mutual Wealth Management Co.	0.03%	Reduce -1.7%	270,849	$61.5M
Amarillo National Bank	9.63%	Reduce -0.3%	264,601	$60.1M
Regions Financial Corp.	0.36%	Add +9.5%	262,544	$59.6M
Equitable Holdings, Inc.	0.35%	Reduce -9.4%	261,071	$59.3M
Composition Wealth, LLC	0.69%	Reduce -6.1%	260,233	$59.1M
Atria Investments, Inc	0.59%	Reduce -16.6%	258,295	$58.6M
Strategic Point Investment Advisors, LLC	7.39%	Add +2.0%	249,869	$56.7M
West Wealth Group, LLC	9.26%	Add +1.6%	249,298	$56.6M
CreativeOne Wealth, LLC	1.18%	Reduce -19.4%	240,148	$54.5M
Icon Wealth Advisors, LLC	3.18%	Reduce -15.7%	232,242	$52.7M
Financial Engines Advisors L.L.C.	0.09%	Reduce -1.1%	225,327	$51.2M
Barclays PLC	0.02%	Reduce -2.5%	224,773	$51.0M
World Investment Advisors	0.80%	Reduce -5.5%	225,386	$48.3M
Waverly Advisors, LLC	0.28%	Reduce -2.4%	212,438	$48.2M
Baker Avenue Asset Management, LP	0.90%	Reduce -3.8%	209,466	$47.6M
US Bancorp \de	0.05%	Add +6.1%	208,543	$47.4M
CX Institutional	1.32%	Reduce -3.9%	200,775	$45.6M
&partners	0.18%	Reduce -1.3%	197,652	$45.0M
North Star Investment Management Corp.	2.45%	Add +2.0%	197,887	$44.9M
Smith, Moore & Co.	2.92%	Reduce -0.6%	197,698	$44.9M
Private Advisor Group, LLC	0.20%	Reduce -37.1%	190,486	$43.3M
Mgo One Seven LLC	0.71%	Reduce -13.3%	188,431	$42.8M
Northern Trust Corp.	0.00%	Reduce -0.0%	187,106	$42.5M
Creative Planning	0.02%	Add +1.5%	186,708	$42.4M
Keybank National Association	0.14%	Reduce -4.1%	185,455	$42.1M
Foundation Wealth Management, LLC	25.85%	Add +1.2%	184,393	$41.9M
Salomon & Ludwin, LLC	3.36%	Reduce -3.6%	179,309	$40.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	1.96%	Add +11.5%	174,363	$39.6M
Encompass Wealth Advisors, LLC	12.00%	Add +1.1%	173,558	$39.4M
Perigon Wealth Management, LLC	0.62%	Reduce -13.6%	173,159	$39.3M
Peapack Gladstone Financial Corp.	0.45%	Reduce -2.2%	170,464	$38.7M
Stratos Wealth Partners, LTD.	0.39%	Add +12.5%	169,053	$38.4M
Mercer Global Advisors Inc.	0.05%	Add +50.7%	168,907	$38.4M
Beacon Pointe Advisors, LLC	0.18%	Add +0.9%	166,410	$37.8M
Financial Life Advisors	10.52%	Reduce -2.4%	162,970	$37.0M
McKinley Carter Wealth Services, Inc.	1.91%	Add +1.4%	162,551	$36.9M
Wealth Enhancement Advisory Services, LLC	0.06%	Reduce -7.5%	167,563	$36.9M
Global Retirement Partners, LLC	0.56%	—	161,930	$36.8M
Powell Investment Advisors, LLC	11.39%	Add +0.5%	158,794	$36.1M
Sharkey, Howes & Javer	4.34%	Reduce -15.6%	158,405	$36.0M
Stone House Investment Management, LLC	4.76%	Reduce -11.0%	157,787	$35.8M
Corient Private Wealth LP	0.05%	Add +23.4%	155,184	$35.2M
Greenleaf Trust	0.34%	Reduce -1.0%	154,507	$35.1M
Vise Technologies, Inc.	0.39%	Add +329.5%	152,586	$34.6M
Berkshire Money Management, Inc.	3.14%	Add +0.3%	151,371	$34.4M
IFP Advisors, Inc	0.61%	Reduce -2.6%	148,739	$33.8M
Condor Capital Management	2.52%	Reduce -0.9%	148,294	$33.7M
Farther Finance Advisors, LLC	0.26%	Reduce -7.7%	145,908	$33.1M
TD Waterhouse Canada Inc.	0.09%	Add +5.0%	142,664	$32.5M
Ewa, LLC	5.88%	Reduce -8.9%	141,770	$32.2M
Citigroup Inc.	0.01%	Add +22.0%	141,459	$32.1M
Captrust Financial Advisors	0.05%	Add +4.7%	136,727	$31.0M
Orion Porfolio Solutions, LLC	0.24%	Reduce -12.6%	136,215	$30.9M
Brookstone Capital Management	0.31%	Reduce -3.3%	135,394	$30.7M
Thoma Capital Management LLC	16.06%	Add +9.6%	132,595	$30.1M
Droms Strauss Advisors Inc. /Mo/	6.82%	Add +2.0%	132,390	$30.1M
Kwmg, LLC	2.17%	Add +6.9%	132,262	$30.0M
Horst & Graben Wealth Management LLC	3.95%	Reduce -15.1%	131,689	$30.0M
SteelPeak Wealth, LLC	0.79%	Reduce -20.6%	131,659	$29.9M
Savant Capital, LLC	0.09%	Add +41.6%	129,353	$29.7M
Principal Securities, Inc.	0.35%	Add +0.8%	128,927	$29.3M
Praetorian Wealth Management, Inc.	5.00%	Reduce -0.5%	127,752	$29.0M
Integrity Alliance, Llc.	0.91%	Reduce -21.1%	127,156	$28.9M
1834 Investment Advisors Co.	3.23%	Reduce -7.0%	125,735	$28.5M
Pathstone Holdings, LLC	0.08%	Add +7.9%	125,271	$28.4M
JFS Wealth Advisors, LLC	1.41%	Reduce -4.5%	124,892	$28.4M
Wealth Alliance, LLC	2.34%	Reduce -17.3%	123,223	$28.0M
Pettinga Financial Advisors LLC	4.41%	Reduce -18.4%	121,132	$27.5M
DDFG, Inc	5.43%	Reduce -1.9%	120,323	$27.3M
Greenup Street Wealth Management LLC	3.32%	Reduce -42.5%	120,237	$27.3M
Liberty Wealth Management LLC	3.40%	No change	128,765	$27.2M
Spire Wealth Management	0.82%	Reduce -1.6%	119,497	$27.1M
Phillips Financial Management, LLC	1.99%	Reduce -14.0%	119,479	$27.1M
Physician Wealth Advisors, Inc.	3.24%	Reduce -11.7%	119,410	$27.1M
PAX Financial Group, LLC	3.99%	Reduce -18.4%	118,225	$26.8M
Summit Financial, LLC	0.29%	Add +2.3%	117,262	$26.6M
Planning Directions Inc.	12.11%	Add +8.7%	115,172	$26.2M
Clearstead Advisors, LLC	0.25%	Add +1.3%	114,906	$26.1M
Concurrent Investment Advisors, LLC	0.22%	Reduce -3.6%	114,705	$26.0M
Callan Family Office, LLC	0.50%	Reduce -1.3%	112,821	$25.6M
Rwa Wealth Partners, LLC	0.24%	Add +19.7%	112,262	$25.5M
Security Financial Services, INC.	3.51%	Reduce -16.6%	111,545	$25.3M
NorthRock Partners, LLC	0.36%	Reduce -29.4%	110,052	$25.0M
One Wealth Advisors, LLC	2.69%	Reduce -17.8%	107,337	$24.4M
Kestra Private Wealth Services, LLC	0.27%	Add +6.0%	107,135	$24.3M
MLG Wealth Management DBA Pine Grove Financial Group	2.42%	Reduce -13.2%	105,567	$24.0M
WealthPlan Investment Management, LLC	1.18%	Add +2.0%	104,898	$23.8M
CoreCap Advisors, LLC	0.70%	Reduce -1.7%	104,707	$23.8M
Advisory Services Network, LLC	0.27%	Add +0.8%	104,601	$23.8M
Lutz Financial Services LLC	1.44%	Reduce -1.1%	104,312	$23.7M
Cahill Financial Advisors Inc.	2.26%	Reduce -0.2%	103,626	$23.5M
Scissortail Wealth Management, LLC	4.51%	Reduce -7.0%	103,271	$23.4M
Per Stirling Capital Management, LLC.	2.23%	Reduce -2.1%	103,240	$23.4M
Trek Financial, LLC	1.15%	Reduce -14.8%	102,220	$23.2M
Keystone Financial Services	5.88%	Reduce -18.1%	100,629	$22.8M
Detalus Advisors, LLC	4.42%	Reduce -4.2%	99,890	$22.7M
Rothschild Wealth LLC	1.81%	Reduce -20.4%	99,774	$22.7M
BNP Paribas Financial Markets	0.01%	Add +23.9%	98,768	$22.4M
Capital Analysts, LLC	0.52%	Reduce -4.5%	98,546	$22.4M
Signature Wealth Management Partners, LLC	10.43%	Add +1.7%	98,481	$22.4M
Mesirow Financial Investment Management, Inc.	0.35%	Reduce -49.6%	97,895	$22.2M
Choreo, LLC	0.24%	Reduce -0.3%	97,220	$22.1M
Ashton Thomas Private Wealth, LLC	0.46%	Reduce -13.9%	97,126	$22.1M
SilverOak Wealth Management LLC	2.84%	Reduce -2.9%	97,076	$22.0M
Sigma Planning Corp	0.55%	Reduce -11.0%	96,026	$21.8M
Ironwood Financial, llc	3.39%	Reduce -3.3%	93,654	$21.6M
MV Capital Management, Inc.	1.91%	Reduce -3.0%	94,723	$21.5M
GHP Investment Advisors, Inc.	0.79%	Reduce -1.6%	94,459	$21.4M
ADG Wealth Management Group, LLC	13.55%	Reduce -1.4%	94,015	$21.3M
Narwhal Capital Management	1.45%	No change	92,784	$21.1M
Sovran Advisors, LLC	1.56%	Reduce -5.2%	89,194	$20.9M
Kelly Financial Services LLC	4.47%	Reduce -22.7%	92,005	$20.9M
Cullen/Frost Bankers, Inc.	0.20%	Add +0.0%	91,292	$20.7M
Merit Financial Group, LLC	0.13%	Reduce -10.3%	90,951	$20.7M
Apollon Wealth Management, LLC	0.25%	Add +1.9%	90,097	$20.5M
Swmg, LLC	4.82%	Reduce -10.6%	88,953	$20.5M
Cosner Financial Group, LLC	10.42%	Add +105.8%	178,510	$20.3M
First Merchants Corp.	0.71%	Add +2.9%	89,149	$20.2M
Waterway Wealth Management, LLC	4.13%	Reduce -9.5%	119,174	$20.2M
Bokf, NA	0.28%	Reduce -4.5%	88,933	$20.2M
BOK Financial Private Wealth, Inc.	1.03%	Reduce -1.2%	88,595	$20.1M
Steward Partners Investment Advisory, LLC	0.10%	Reduce -13.0%	88,156	$20.0M
M1 Capital Management LLC	7.33%	Reduce -5.4%	87,462	$19.9M
Diversify Advisory Services, LLC	0.33%	New	84,140	$19.6M
Diversify Wealth Management, LLC	0.33%	Reduce -15.5%	84,140	$19.6M
Ameritas Investment Partners, Inc.	0.51%	Reduce -7.3%	83,521	$19.0M
Elevated Financial Group LLC	5.35%	Add +9.8%	83,473	$19.0M
Matthew Goff Investment Advisor, LLC	3.14%	Reduce -1.4%	82,021	$18.6M
Horizon Wealth Management, LLC	2.37%	Add +3.6%	82,004	$18.6M
J.W. Cole Advisors, Inc.	0.32%	New	81,791	$18.6M
Legacy Financial Group LLC	2.08%	Reduce -15.9%	81,347	$18.5M
First Hawaiian Bank	2.34%	Reduce -4.4%	81,245	$18.4M
TD Private Client Wealth LLC	0.34%	Reduce -1.3%	81,123	$18.4M
Saiph Capital, LLC	5.50%	Add +2.0%	80,907	$18.4M
Regal Investment Advisors LLC	0.95%	Reduce -15.3%	80,376	$18.3M
Arkadios Wealth Advisors	0.28%	Add +1.2%	80,300	$18.2M
Trustmark Bank Trust Department	1.08%	Add +0.2%	80,099	$18.2M
Financial Enhancement Group LLC	2.14%	Add +0.9%	78,803	$17.9M
EP Wealth Advisors, LLC	0.07%	Add +5.2%	78,703	$17.9M
Integrated Wealth Concepts LLC	0.12%	Add +1.3%	78,702	$17.9M
Coppell Advisory Solutions LLC	1.47%	New	17	$17.6M
Astoria Strategic Wealth, Inc.	4.01%	Add +2.4%	77,387	$17.6M
Blue Edge Capital, LLC	2.09%	Add +0.8%	76,736	$17.4M
ONE Advisory Partners, LLC	4.73%	Reduce -18.3%	76,462	$17.4M
Instrumental Wealth, LLC	8.64%	Add +5.1%	75,196	$17.1M
McMorgan & Co. LLC	2.56%	Reduce -4.0%	75,006	$17.0M
Commerce Bank	0.07%	Reduce -1.9%	74,940	$17.0M
Natixis Advisors, LLC	0.02%	Add +3.8%	74,927	$17.0M
Stokes Family Office, LLC	1.98%	Reduce -38.4%	74,727	$17.0M
RTD Financial Advisors, Inc.	1.85%	Reduce -0.5%	74,534	$16.9M
Alvarez & Marsal Private Wealth Partners, LLC	2.23%	Add +1.8%	74,448	$16.9M
Blue Trust, Inc.	0.17%	Reduce -25.2%	73,143	$16.6M
Allworth Financial LP	0.07%	Reduce -23.3%	72,687	$16.5M
Independent Solutions Wealth Management, LLC	2.14%	Reduce -0.3%	72,357	$16.4M
Snowden Capital Advisors LLC	0.39%	Reduce -3.6%	72,293	$16.4M
Modera Wealth Management, LLC	0.17%	Reduce -0.7%	72,069	$16.4M
Plancorp, LLC	0.39%	New	69,963	$16.2M
Associated Banc-Corp	0.38%	Add +1.9%	70,464	$16.0M
Beese Fulmer Investment Management, Inc.	0.92%	Add +3.3%	69,947	$15.9M
Sacks & Associates, LLC	10.66%	Reduce -2.1%	68,183	$15.8M
Trust Point Inc.	1.33%	Reduce -0.3%	69,196	$15.7M
Citizens Financial Group Inc.	0.19%	Reduce -0.2%	69,004	$15.7M
Scarborough Advisors, LLC	1.79%	Reduce -25.4%	68,244	$15.6M
Quantinno Capital Management LP	0.02%	Add +41.4%	68,690	$15.6M
Occidental Asset Management, LLC	1.52%	Reduce -1.1%	67,373	$15.3M
Lansing Street Advisors	3.23%	Reduce -5.4%	66,848	$15.2M
Ironwood Wealth Management, Inc.	6.41%	Add +0.2%	65,995	$15.2M
Cypress Wealth Services, LLC	1.86%	Reduce -17.1%	66,607	$15.1M
Texas Capital Bank Wealth Management Services Inc	0.81%	Add +6.5%	66,483	$15.1M
Wilmington Savings Fund Society, FSB	0.34%	Add +1.8%	66,271	$15.0M
Alesco Advisors, LLC, An ESL Co	0.34%	Reduce -2.0%	64,746	$14.7M
Csenge Advisory Group	0.59%	Reduce -7.0%	64,273	$14.6M
Ausdal Financial Partners, Inc.	0.57%	Add +3.5%	64,144	$14.6M
Parallel Advisors, LLC	0.22%	Add +10.0%	64,123	$14.6M
Laird Norton Wetherby Trust Company, LLC	0.28%	Reduce -1.7%	63,100	$14.3M
Bank Pictet & Cie (Europe) AG	0.28%	No change	62,947	$14.3M
Foster Victor Wealth Advisors, LLC	0.75%	Add +4730.9%	61,981	$14.3M
Invst, LLC	1.38%	Reduce -15.5%	62,392	$14.2M
Ieq Capital, LLC	0.07%	Reduce -2.0%	62,242	$14.1M
Pinnacle Financial Partners, Inc.	0.10%	Add +1.9%	62,103	$14.1M
Guidance Point Advisors, LLC	3.05%	Add +0.7%	62,015	$14.1M
BKM Wealth Management, LLC	4.96%	Reduce -5.5%	61,664	$14.0M
Mutual Advisors, LLC	0.26%	Reduce -0.2%	61,178	$13.9M
Bay Harbor Wealth Management, LLC	3.19%	Reduce -19.4%	60,974	$13.8M
Amundi	0.00%	Add +18.1%	59,900	$13.6M
McNaughton Wealth Management, LLC	4.82%	Reduce -21.7%	59,792	$13.6M
Gladstone Institutional Advisory LLC	0.43%	Reduce -0.1%	59,282	$13.5M
AQR Capital Management	0.00%	Add +15.3%	57,215	$13.0M
American Wealth Advisors, LLC	12.12%	Reduce -0.1%	56,865	$12.9M
Mayflower Financial Advisors, LLC	1.11%	Reduce -10.0%	56,547	$12.8M
Vestmark Advisory Solutions, Inc.	0.12%	Reduce -58.5%	55,958	$12.7M
Archer Investment Management, LLC	4.32%	Reduce -15.2%	55,706	$12.6M
Ancora Advisors LLC	0.24%	Add +12.7%	54,668	$12.4M
WealthShield Partners, LLC	1.90%	Reduce -32.0%	54,577	$12.4M
LPWM LLC	2.74%	Reduce -83.6%	54,315	$12.3M
Beacon Capital Management, LLC	1.80%	Add +268.8%	54,222	$12.3M
AtlasMark Financial, Inc	5.98%	Add +42.5%	53,513	$12.2M
Hemming& Wealth Management, Inc.	7.39%	Add +0.9%	53,496	$12.1M
Prosperity Planning, Inc.	3.85%	Reduce -0.8%	52,845	$12.0M
Nvest Financial, LLC	3.77%	Add +0.3%	52,578	$11.9M
Mma Asset Management LLC	3.77%	Reduce -1.7%	52,215	$11.9M
Acropolis Investment Management, LLC	0.47%	Reduce -3.2%	52,178	$11.8M
Endeavor Private Wealth, Inc.	2.87%	Reduce -9.9%	51,933	$11.8M
Michelson Medical Research Foundation, Inc.	10.89%	No change	51,905	$11.8M
Elevation Point Wealth Partners, LLC	0.22%	Reduce -16.5%	51,641	$11.7M
Broadview Financial Management, LLC	7.14%	Reduce -0.9%	51,478	$11.7M
Asset Management Group, Inc.	1.70%	Reduce -0.5%	51,283	$11.6M
Resolute Wealth Advisor, Inc.	6.48%	No change	53,933	$11.4M
LMG Wealth Partners, LLC	1.82%	Add +4.5%	50,152	$11.4M
Clear Wave Wealth Management LLC	2.53%	Add +1.8%	50,066	$11.4M
Hobbs Wealth Management, LLC	9.50%	Reduce -4.7%	49,504	$11.2M
Twin Peaks Wealth Advisors, LLC	2.54%	Reduce -10.3%	49,433	$11.2M
Wescott Financial Advisory Group, LLC	0.86%	Add +7.7%	49,164	$11.2M
GTS Securities LLC	0.23%	Reduce -27.2%	49,020	$11.1M
Financial Advisors Network, Inc.	1.35%	Reduce -0.8%	48,603	$11.0M
Gen-Wealth Partners Inc	3.04%	Reduce -1.4%	48,163	$10.9M
Rodgers & Associates, LTD	0.99%	Reduce -0.3%	48,150	$10.9M
IFG Advisory, LLC	0.38%	New	47,861	$10.9M
May Hill Capital, LLC	2.25%	Reduce -11.7%	47,464	$10.8M
Sierra Capital LLC	1.04%	Add +0.0%	47,422	$10.8M
Arax Advisory Partners	0.07%	Add +62.5%	47,295	$10.7M
Founders Financial Alliance, LLC	1.41%	Add +3693.3%	46,961	$10.7M
Integrated Advisors Network LLC	0.48%	Add +12.8%	46,123	$10.5M
Gateway Wealth Partners, LLC	0.63%	Reduce -53.2%	45,935	$10.4M
Assetmark, Inc.	0.02%	Add +114.3%	45,471	$10.3M
VestGen Advisors, LLC	0.30%	Reduce -17.9%	45,369	$10.3M
WCG Wealth Advisors LLC	0.24%	Reduce -31.4%	45,065	$10.2M
Oppenheimer & Co. Inc.	0.11%	Add +3.4%	44,602	$10.1M
Capital Advisors, Ltd. LLC	1.01%	Add +0.5%	44,203	$10.0M
DT Investment Partners, LLC	0.74%	No change	43,950	$10.0M
Firethorn Wealth Partners, LLC	3.21%	Add +14.2%	43,904	$10.0M
Avidian Wealth Enterprises, LLC	0.28%	Reduce -5.6%	43,731	$9.9M
Traynor Capital Management, Inc.	0.46%	Reduce -3.0%	43,448	$9.9M
Geneos Wealth Management Inc.	0.20%	Reduce -2.3%	42,969	$9.8M
Fifth Third Securities, Inc.	0.56%	Reduce -1.4%	42,873	$9.7M
SigFig Wealth Management, LLC	0.26%	Reduce -20.3%	42,796	$9.7M
TSA Wealth Managment LLC	2.73%	Reduce -25.7%	42,476	$9.6M
Apeiron RIA LLC	2.45%	Add +87.3%	42,046	$9.5M
Maia Wealth LLC	1.41%	Reduce -3.5%	41,971	$9.5M
Great Valley Advisor Group, Inc.	0.15%	Add +0.0%	41,967	$9.5M
Lifelong Wealth Advisors, Inc.	2.24%	Reduce -5.3%	41,936	$9.5M
FAS Wealth Partners, Inc.	0.50%	Reduce -1.6%	41,839	$9.5M
LBMC Investment Advisors, LLC	0.52%	Reduce -0.4%	41,803	$9.5M
Bank of Stockton	2.64%	Reduce -18.5%	41,356	$9.4M
A4 Wealth Advisors LLC	6.33%	Add +4.5%	41,339	$9.4M
Keebeck Wealth Management	0.91%	Reduce -16.9%	41,213	$9.4M
Simplicity Wealth,LLC	0.32%	Add +2.6%	41,182	$9.4M
Franklin Resources Inc.	0.00%	Reduce -20.3%	40,629	$9.2M
Mather Group, Llc.	0.08%	Add +43.2%	40,085	$9.1M
Daviman Financial, LLC	5.02%	Reduce -21.9%	40,052	$9.1M
HB Wealth Management, LLC	0.05%	Reduce -14.1%	39,372	$8.9M
Sei Investments Co.	0.01%	Reduce -0.1%	39,364	$8.9M
Arlington Trust Co LLC	0.75%	Reduce -20.2%	39,329	$8.9M
UMB Bank, n.a.	0.11%	Reduce -7.3%	39,187	$8.9M
Cresset Asset Management, LLC	0.03%	Reduce -5.7%	39,049	$8.9M
Centerpoint Advisors, LLC	2.47%	Reduce -0.3%	38,359	$8.7M
Polaris Investment Advisors, LLC	5.49%	Reduce -17.1%	37,775	$8.6M
Wealthspire Advisors, LLC	0.05%	Add +21.4%	37,722	$8.6M
LYNX Capital Group Ltd.	3.45%	Add +14.4%	37,588	$8.5M
Soltis Investment Advisors LLC	0.49%	Add +4.6%	37,361	$8.5M
Jane Street Group, LLC	0.01%	New	37,077	$8.4M
Bradley Foster & Sargent Inc.	0.12%	Reduce -0.0%	36,973	$8.4M
Focus Financial Network, Inc.	0.26%	Reduce -4.8%	36,930	$8.4M
Kilter Group LLC	3.00%	Reduce -47.0%	36,511	$8.3M
Alliancebernstein L.P.	0.00%	Add +4.9%	39,155	$8.3M
49 Wealth Management, LLC	1.57%	New	36,217	$8.2M
Alongside, LLC	1.57%	—	36,217	$8.2M
One Wealth Capital Management, LLC	2.33%	Reduce -4.2%	36,049	$8.2M
YHB Investment Advisors, Inc.	0.52%	Add +0.4%	36,017	$8.2M
Adirondack Capital Advisors, LLC	4.36%	Reduce -1.0%	35,843	$8.1M
Lantz Financial LLC	1.47%	Reduce -9.6%	35,348	$8.0M
Willis Johnson & Associates, Inc.	0.45%	Reduce -10.7%	35,308	$8.0M
LiftPoint Family Wealth Advisors LLC	5.42%	Reduce -14.0%	35,195	$8.0M
Advyzon Investment Management, LLC	0.58%	Reduce -34.8%	35,059	$8.0M
Nicolet Bankshares Inc.	0.25%	Add +0.2%	34,482	$7.9M
Daymark Wealth Partners, LLC	0.19%	Add +1.3%	33,894	$7.7M
Robertson Stephens Wealth Management, LLC	0.19%	Reduce -1.2%	33,886	$7.7M
Tradition Wealth Management, LLC	0.47%	Reduce -10.6%	33,751	$7.7M
Federation des caisses Desjardins du Quebec	0.02%	Reduce -2.7%	33,546	$7.6M
Keystone Financial Group	0.45%	Add +20.4%	33,356	$7.6M
SCS Capital Management LLC	0.07%	Add +0.0%	33,199	$7.5M
Banco Santander, S.A.	0.05%	Reduce -2.4%	32,949	$7.5M
Petersen Hastings Wealth Advisors Inc.	0.63%	Reduce -1.2%	32,930	$7.5M
Sax Wealth Advisors, LLC	0.30%	Reduce -0.5%	34,897	$7.4M
Koss-Olinger Consulting, LLC	0.57%	Reduce -65.0%	32,425	$7.4M
ETF Portfolio Partners, Inc.	1.74%	Reduce -0.7%	32,248	$7.3M
PFG Advisors	0.37%	Reduce -7.3%	32,168	$7.3M
Landing Point Financial Group, LLC	2.48%	New	32,162	$7.3M
Vicus Capital	0.47%	Reduce -0.2%	32,111	$7.3M
Cornerstone Planning Group LLC	0.91%	Reduce -8.5%	31,447	$7.3M
Sapient Capital LLC	0.09%	No change	31,247	$7.1M
Blair William & Co.	0.02%	Reduce -24.1%	31,155	$7.1M
Pure Financial Advisors, LLC	0.09%	Reduce -3.9%	31,033	$7.0M
Advus Financial Partners, LLC	1.60%	Add +9.6%	31,021	$7.0M
Uptick Partners, LLC	1.09%	Add +155.3%	30,955	$7.0M
Equitable Trust Co.	0.29%	No change	30,874	$7.0M
Financial Synergies Wealth Advisors, Inc.	0.59%	Add +0.3%	30,845	$7.0M
Carmel Capital Partners, LLC	2.31%	New	30,747	$7.0M
Carbahal Olsen Financial Services Group, LLC	4.85%	Reduce -0.5%	30,742	$7.0M
Level Four Advisory Services, LLC	0.19%	Add +0.7%	30,046	$6.8M
5T Wealth, LLC	2.54%	Reduce -2.9%	30,036	$6.8M
Pathway Financial Advisors LLC	0.78%	No change	29,079	$6.7M
O'shaughnessy Asset Management, LLC	0.03%	Reduce -7.4%	29,400	$6.7M
Brown Advisory Inc.	0.01%	Add +0.9%	28,874	$6.6M
Forte Asset Management LLC	2.66%	Add +0.3%	28,622	$6.5M
Hoxton Planning & Management, LLC	1.69%	Reduce -10.2%	28,564	$6.5M
Portfolio Resources Advisor Group, Inc.	5.46%	Reduce -17.7%	28,421	$6.5M
FFG Retirement Advisors LLC	3.41%	Reduce -21.8%	28,331	$6.4M
Caliber Wealth Management, LLC / KS	0.61%	Add +1.9%	27,975	$6.4M
Point72 Asset Management	0.01%	New	27,849	$6.3M
Prospera Financial Services Inc	0.09%	Reduce -7.6%	27,814	$6.3M
Shared Vision Wealth Group LLC	2.16%	Reduce -21.9%	27,711	$6.3M
Tortoise Investment Management, LLC	0.46%	Reduce -1.4%	27,450	$6.2M
Falcon Wealth Planning	0.39%	Reduce -3.3%	27,180	$6.2M
Tilson Financial Group, Inc.	1.69%	Add +0.1%	27,101	$6.2M
Absolute Capital Management, LLC	1.53%	Add +0.4%	26,954	$6.1M
W Advisors, LLC	2.78%	Reduce -8.1%	26,920	$6.1M
Centurion Wealth Management LLC	1.46%	Add +4.7%	26,854	$6.1M
First Heartland Consultants, Inc.	0.39%	Reduce -11.4%	26,619	$6.0M
Ascent Wealth Partners, LLC	0.60%	Add +1.6%	26,537	$6.0M
Capstone Wealth Management Group, LLC	2.12%	Add +703.7%	26,449	$6.0M
Verus Capital Partners, LLC	0.33%	Reduce -6.4%	26,443	$6.0M
Diversified Trust Co.	0.10%	Add +2.1%	26,391	$6.0M
Renaissance Technologies	0.01%	New	26,320	$6.0M
Founders Grove Wealth Partners, LLC	1.19%	Reduce -1.7%	26,285	$6.0M
LaSalle St. Investment Advisors, LLC	0.72%	Add +77.8%	25,933	$5.9M
Peoples Bank	3.03%	Add +20.1%	25,928	$5.9M
Prosperity Consulting Group, LLC	0.22%	Add +16.9%	25,758	$5.8M
Pacific Financial Group Inc.	2.79%	Reduce -4.8%	25,598	$5.8M
Chatterton & Associates Inc.	3.39%	Reduce -2.0%	25,023	$5.8M
B. Riley Wealth Advisors, Inc.	0.31%	Reduce -11.3%	25,265	$5.7M
Yanni & Associates Investment Advisors, LLC	5.28%	Reduce -1.6%	25,191	$5.7M
Sonata Capital Group Inc.	1.84%	Add +115.5%	25,076	$5.7M
First Foundation Advisors	0.20%	Add +6.8%	25,016	$5.7M
Sequoia Financial Advisors, LLC	0.03%	Add +1.5%	24,950	$5.7M
Flagstar Securities, Inc.	1.71%	Add +1.8%	24,877	$5.6M
Alpine Bank Wealth Management	0.72%	Reduce -0.1%	24,874	$5.6M
Clarus Wealth Advisors	2.17%	Add +1.6%	24,583	$5.6M
B.O.S.S. Retirement Advisors, LLC	1.51%	Reduce -31.2%	24,584	$5.6M
Focus Partners Advisor Solutions, LLC	0.05%	Add +32.5%	24,581	$5.6M
Investment Partners, LTD.	1.74%	Add +0.4%	24,487	$5.6M
Hopwood Nicholas Hunter	1.52%	Reduce -13.0%	24,417	$5.5M
Old National Bancorp	0.11%	Reduce -2.9%	24,404	$5.5M
Saxony Capital Management, LLC	2.54%	Add +80.0%	24,392	$5.5M
Retirement Wealth Solutions LLC	3.04%	Reduce -1.4%	24,269	$5.5M
Old Mission Investment Co LLC	1.14%	Reduce -4.8%	24,139	$5.5M
Ameritas Advisory Services, LLC	0.11%	Add +1077.9%	23,853	$5.4M
Resolute Wealth Strategies, LLC	2.09%	Add +4.2%	23,770	$5.4M
First Trust Advisors LP	0.00%	Add +0.7%	23,591	$5.4M
Stenger Family Office, LLC	0.85%	Reduce -13.0%	23,534	$5.3M
Barnes Wealth Management Group, Inc	2.46%	Reduce -18.9%	23,460	$5.3M
Citadel Advisors	0.00%	New	23,297	$5.3M
CFS Investment Advisory Services, LLC	0.35%	Reduce -34.3%	22,793	$5.2M
Sterling Investment Advisors LLC	2.34%	Reduce -2.2%	22,986	$5.2M
Bartlett & Co. Wealth Management LLC	0.07%	Reduce -1.1%	22,921	$5.2M
Strategic Blueprint, LLC	0.26%	Reduce -1.0%	22,916	$5.2M
Quotient Wealth Partners, LLC	0.12%	Reduce -3.8%	22,845	$5.2M
D. E. Shaw & Co.	0.00%	New	22,828	$5.2M
MSH Capital Advisors LLC	0.90%	Add +10.5%	22,720	$5.2M
Commonwealth Retirement Investments LLC	1.39%	Add +6.5%	22,609	$5.1M
Patriot Financial Group Insurance Agency, LLC	0.53%	Reduce -55.0%	22,587	$5.1M
Calamos Advisors LLC	0.03%	Reduce -96.4%	22,531	$5.1M
National Philanthropic Trust	0.07%	Add +36.0%	22,475	$5.1M
Rik Saylor Financial, Inc.	3.32%	Reduce -0.6%	22,064	$5.0M
Avestar Capital, LLC	0.29%	Reduce -5.5%	21,888	$5.0M
Florida Trust Wealth Management Co	0.12%	Add +3.9%	21,787	$4.9M
Cranbrook Wealth Management, LLC	0.93%	Reduce -6.9%	21,775	$4.9M
Sterling Financial Planning, Inc.	1.34%	Reduce -5.2%	21,679	$4.9M
Stordahl Capital Management, Inc.	0.89%	Reduce -0.5%	21,404	$4.9M
Kickstand Ventures, Llc.	0.88%	Reduce -4.4%	21,242	$4.8M
Theory Financial LLC	1.51%	Reduce -17.8%	21,138	$4.8M
Redwood Investment Management, LLC	0.48%	Reduce -15.3%	21,136	$4.8M
Harbor Investment Advisory, LLC	0.33%	Reduce -0.3%	21,045	$4.8M
Belpointe Asset Management LLC	0.16%	Add +5.4%	20,921	$4.8M
Arcadia Investment Advisors LLC	2.00%	Reduce -1.1%	20,914	$4.7M
Southern Capital Advisors, LLC	1.98%	Add +0.8%	20,864	$4.7M
Arwa LLC	1.96%	Add +90.9%	20,303	$4.7M
Edgar Lomax Co.	0.35%	No change	20,740	$4.7M
Twin Focus Capital Partners, LLC	0.48%	Reduce -13.4%	20,722	$4.7M
Smithfield Trust Co	0.19%	Reduce -0.1%	20,686	$4.7M
WealthPoint Financial, LLC	3.42%	Reduce -10.6%	20,661	$4.7M
Venturi Wealth Management, LLC	0.18%	Add +1.2%	20,622	$4.7M
Guardian Wealth Advisors, LLC	2.34%	Reduce -1.2%	20,607	$4.7M
Integrity Advisory Solutions, LLC	0.48%	Add +7.5%	20,372	$4.6M
Davis Wealth Advisors, LLC	3.56%	Reduce -22.8%	20,257	$4.6M
Wealth Advisory Solutions, LLC	0.94%	Add +0.1%	20,195	$4.6M
Hilltop Wealth Advisors, LLC	2.26%	Reduce -2.0%	19,874	$4.5M
Thompson Investment Management, Inc.	0.52%	Add +5.8%	19,815	$4.5M
a16z Perennial Management, L.P.	0.36%	New	19,804	$4.5M
Valor Advisors LLC	3.31%	No change	19,772	$4.5M
Forvis Mazars Wealth Advisors, LLC	0.07%	Reduce -4.6%	19,669	$4.5M
Prime Capital Investment Advisors, LLC	0.04%	Reduce -6.5%	19,521	$4.4M
Hancock Whitney Corp.	0.07%	Add +0.5%	19,498	$4.4M
Pinnacle Bancorp, Inc.	1.15%	No change	19,466	$4.4M
Morris Financial Concepts, Inc.	1.35%	Reduce -1.3%	19,426	$4.4M
Anson Capital, Inc.	2.86%	Add +0.2%	19,385	$4.4M
Wesbanco Bank Inc.	0.11%	Reduce -2.6%	19,347	$4.4M
AlphaCore Capital LLC	0.08%	Add +1.0%	19,224	$4.4M
Chicago Partners Investment Group LLC	0.09%	Reduce -1.1%	19,031	$4.4M
Lighthouse Financial LLC	2.26%	Reduce -13.8%	19,160	$4.4M
Heritage Wealth Advisors	0.15%	No change	19,058	$4.3M
BTC Capital Management, Inc.	0.26%	Reduce -0.3%	19,037	$4.3M
Glen Eagle Advisors, LLC	0.54%	Reduce -1.6%	18,974	$4.3M
Rogco, LP	1.32%	No change	18,926	$4.3M
O'Connor Financial Group LLC	1.52%	Reduce -1.7%	18,914	$4.3M
Sowell Financial Services LLC	0.14%	Add +2.1%	18,862	$4.3M
Hazlett, Burt & Watson, Inc.	1.13%	Add +16.3%	18,697	$4.2M
Investment Advisory Group, LLC	0.92%	Add +3.5%	18,659	$4.2M
IHT Wealth Management, LLC	0.09%	Reduce -2.6%	18,620	$4.2M
Hudson Capital Management LLC	1.05%	Reduce -3.6%	18,571	$4.2M
HRT Financial LP	0.01%	Reduce -28.0%	18,500	$4.2M
Centaurus Financial, Inc.	0.16%	Add +52.1%	18,493	$4.2M
Pines Wealth Management, LLC	1.20%	Add +0.6%	18,408	$4.2M
Beto Financial Group, LLC	2.19%	Reduce -21.3%	18,136	$4.2M
Compound Planning, Inc.	0.11%	Reduce -4.7%	18,322	$4.2M
Sage Investment Advisers LLC	2.79%	Add +4.0%	18,244	$4.1M
Blalock Williams, LLC	2.68%	Reduce -15.6%	18,228	$4.1M
SFI Advisors, LLC	3.57%	Reduce -2.8%	18,219	$4.1M
Tiaa-Cref Individual & Institutional Services, LLC	0.01%	Add +1.5%	18,126	$4.1M
Alta Wealth Advisors LLC	1.11%	Add +3.8%	18,052	$4.1M
Asset Dedication, LLC	0.26%	Add +5.6%	17,973	$4.1M
Bare Financial Services, Inc	0.93%	No change	17,853	$4.1M
PKS Advisory Services, LLC	0.65%	Reduce -87.3%	17,827	$4.0M
Clear Creek Financial Management, LLC	0.26%	Add +15.3%	17,824	$4.0M
Valeo Financial Advisors, LLC	0.09%	Reduce -0.6%	17,793	$4.0M
Western Wealth Management, LLC	0.13%	Reduce -3.9%	17,678	$4.0M
Dorsey & Whitney Trust CO LLC	0.20%	Reduce -2.0%	17,616	$4.0M
Pinnacle Family Advisors, LLC	1.67%	Reduce -2.0%	17,572	$4.0M
Magnus Financial Group LLC	0.28%	Reduce -1.6%	17,418	$4.0M
Gemmer Asset Management LLC	0.26%	Reduce -0.5%	17,231	$3.9M
XY Planning Network, Inc.	0.49%	Reduce -11.4%	17,182	$3.9M
Hanson & Doremus Investment Management	0.39%	New	17,050	$3.9M
LifePlan Investment Advisors, Inc.	1.32%	Reduce -20.4%	16,913	$3.8M
Evercore Wealth Management, LLC	0.05%	Reduce -0.2%	16,631	$3.8M
Ritholtz Wealth Management	0.06%	Reduce -5.0%	16,619	$3.8M
Independent Financial Group, LLC	0.07%	Add +6.9%	16,611	$3.8M
Golden State Wealth Management, LLC	0.34%	Add +45.2%	16,372	$3.7M
CIBC Bancorp USA Inc.	0.00%	Add +1.2%	16,365	$3.7M
Gray Private Wealth, LLC	1.60%	Reduce -1.8%	16,285	$3.7M
RKL Wealth Management LLC	0.29%	Reduce -1.5%	16,280	$3.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.00%	Reduce -52.4%	16,259	$3.7M
Midwest Trust Co	0.04%	Add +1.3%	16,112	$3.7M
Stegner Investment Associates Inc.	1.74%	Reduce -1.1%	16,086	$3.7M
Balefire, LLC	0.60%	Add +462.7%	16,082	$3.7M
Savvy Advisors, Inc.	0.08%	Add +29.5%	16,039	$3.6M
WealthPLAN Partners, LLC	0.69%	Reduce -18.4%	15,971	$3.6M
Sequent Asset Management, LLC	1.53%	Reduce -0.4%	15,964	$3.6M
G&S Capital LLC	1.05%	New	15,864	$3.6M
Zenith Solutions, Inc.	3.21%	—	15,621	$3.5M
Coign Capital Advisors LLC	1.59%	Add +6.1%	15,549	$3.5M
Nations Financial Group Inc, /Ia/	0.17%	Add +4.6%	15,460	$3.5M
Nolet Wealth Management, LLC	1.93%	No change	15,425	$3.5M
BCU Wealth Advisors, LLC	1.16%	Reduce -16.2%	15,379	$3.5M
Trail Ridge Investment Advisors, LLC	1.46%	Reduce -1.6%	15,265	$3.5M
SIMA Wealth Partners, LLC	2.44%	Reduce -6.6%	15,138	$3.4M
Peregrine Asset Advisers, Inc.	0.74%	Reduce -0.6%	15,129	$3.4M
Capital Investment Management, Inc.	1.05%	Reduce -9.2%	15,126	$3.4M
Grey Ledge Advisors, LLC	0.69%	Add +8.6%	15,114	$3.4M
Garde Capital, Inc.	0.15%	No change	15,042	$3.4M
Summit Investment Advisory Services, LLC	0.86%	Reduce -1.5%	15,024	$3.4M
First Citizens Bank & Trust Co.	0.05%	Reduce -6.9%	15,020	$3.4M
Huntington National Bank	0.02%	Reduce -2.6%	15,010	$3.4M
FORM Wealth Advisors, LLC	0.37%	Reduce -4.6%	14,848	$3.4M
Seneca House Advisors	1.18%	Reduce -2.8%	14,758	$3.4M
Gryphon Financial Partners LLC	0.30%	Reduce -0.6%	14,575	$3.3M
Nwam LLC	0.17%	Add +4.6%	14,562	$3.3M
Vantage Point Financial LLC	1.00%	Add +4.0%	14,369	$3.3M
St. Clair Advisors, LLC	0.83%	Reduce -2.3%	14,189	$3.2M
Interchange Capital Partners, LLC	0.60%	Add +21.8%	14,041	$3.2M
Crestwood Advisors Group, LLC	0.05%	Add +2.4%	13,990	$3.2M
PGIM Custom Harvest LLC	0.04%	Add +5.1%	13,974	$3.2M
Regimen Wealth, LLC	0.85%	Reduce -0.8%	13,875	$3.2M
OpenArc Corporate Advisory, LLC	0.04%	Reduce -2.6%	13,930	$3.2M
Mission Wealth Management, LP	0.04%	Add +51.3%	13,824	$3.1M
Principal Financial Group Inc.	0.00%	Reduce -15.2%	13,785	$3.1M
D.A. Davidson & Co.	0.02%	Reduce -10.4%	13,752	$3.1M
J.M. Arbour, LLC	2.68%	Reduce -14.2%	13,712	$3.1M
Brookwood Investment Group LLC	0.36%	Add +15.3%	13,634	$3.1M
Avior Wealth Management, LLC	0.08%	Reduce -0.9%	13,621	$3.1M
Marin Bay Wealth Advisors, LLC	1.66%	Reduce -6.5%	13,612	$3.1M
SWP Financial LLC	1.42%	No change	13,548	$3.1M
Bank of Hawaii	0.15%	Add +2.5%	13,338	$3.0M
Gables Capital Management Inc.	1.09%	No change	13,330	$3.0M
Florin Court Capital LLP	4.93%	Add +114.5%	13,300	$3.0M
Truepoint, Inc.	0.06%	Reduce -2.6%	13,283	$3.0M
Wellspring Financial Advisors, LLC	0.20%	Add +0.0%	13,220	$3.0M
MPWM Advisory Solutions, LLC	1.37%	Add +7.8%	13,172	$3.0M
Market Street Wealth Management Advisors LLC	0.43%	Reduce -5.7%	13,168	$3.0M
Brave Asset Management Inc.	0.64%	Reduce -0.7%	13,152	$3.0M
GenWealth Group, Inc.	0.46%	Reduce -8.6%	12,948	$2.9M
Glass Jacobson Investment Advisors llc	0.91%	Reduce -6.3%	12,914	$2.9M
PCM Encore, LLC	0.51%	Reduce -18.5%	12,899	$2.9M
Capital Square, LLC	1.28%	Add +9.2%	12,649	$2.9M
Heck Capital Advisors, LLC	0.17%	Reduce -6.6%	12,779	$2.9M
Graves Light Lenhart Wealth, Inc.	0.27%	Reduce -1.1%	12,696	$2.9M
Partners Wealth Management, LLC	2.82%	Add +6.6%	12,682	$2.9M
Guilbault Capital LLC	2.89%	Reduce -7.4%	12,668	$2.9M
Tempus Wealth Planning, LLC	0.56%	Add +13.5%	12,545	$2.8M
Flagship Wealth Advisors, LLC	0.64%	Add +32.6%	12,507	$2.8M
Ellis Investment Partners, LLC	0.43%	Add +0.3%	12,471	$2.8M
Calton & Associates, Inc.	0.41%	Reduce -9.6%	12,444	$2.8M
AlTi Global, Inc.	0.06%	Add +5.2%	12,426	$2.8M
Forefront Wealth Partners, LLC	0.87%	Reduce -25.3%	12,401	$2.8M
Curtis Wealth Management LLC	2.38%	Reduce -21.9%	12,360	$2.8M
Yukon Wealth Management, Inc.	0.80%	Add +10.3%	12,336	$2.8M
Concorde Asset Management, LLC	1.61%	Reduce -9.9%	12,279	$2.8M
EFG International AG	0.05%	Add +0.8%	12,166	$2.8M
Afg Fiduciary Services Limited Partnership	2.17%	Reduce -1.0%	11,999	$2.8M
17 Capital Partners, LLC	1.25%	Add +11.3%	12,165	$2.8M
Sigma Investment Counselors Inc.	0.13%	Reduce -2.5%	12,041	$2.7M
Operose Advisors LLC	0.53%	Reduce -4.2%	12,030	$2.7M
Great Point Wealth Advisors, LLC	0.44%	No change	12,001	$2.7M
Eq LLC	0.66%	Reduce -32.3%	11,920	$2.7M
WealthTrak Capital Management LLC	1.78%	Reduce -9.9%	11,918	$2.7M
First Commonwealth Financial Corp	0.38%	Reduce -42.1%	11,871	$2.7M
Sutton Place Investors LLC	1.30%	Reduce -11.6%	11,843	$2.7M
WealthBridge Capital Management, LLC	0.53%	Reduce -1.0%	11,797	$2.7M
NorthLanding Financial Partners, LLC	1.84%	Add +29.1%	11,716	$2.7M
GWN Securities Inc.	0.44%	Reduce -1.4%	11,708	$2.7M
Westmount Partners, LLC	0.58%	Add +0.1%	11,704	$2.7M
B&D White Capital Company, LLC	0.26%	No change	11,691	$2.7M
Smartleaf Asset Management LLC	0.09%	No change	11,611	$2.6M
Two West Capital Advisors LLC	1.31%	Reduce -0.6%	11,481	$2.6M
Accelerate Investment Advisors LLC	1.51%	Reduce -2.1%	11,592	$2.6M
BigSur Wealth Management LLC	0.63%	Add +35.3%	11,500	$2.6M
Bleakley Financial Group, LLC	0.03%	Reduce -7.7%	11,500	$2.6M
Bridges Investment Management Inc.	0.03%	Reduce -0.7%	11,462	$2.6M
Ehrlich Financial Group	1.34%	Reduce -19.8%	11,433	$2.6M
Sonoma Private Wealth LLC	2.79%	No change	11,425	$2.6M
Bryn Mawr Trust Advisors, LLC	0.11%	Add +0.2%	11,417	$2.6M
TRUE Private Wealth Advisors	0.22%	Reduce -1.7%	11,411	$2.6M
Merkkuri Wealth Advisors LLC	1.60%	Reduce -10.7%	11,382	$2.6M
Councilor Wealth, LLC	1.04%	Add +0.0%	11,372	$2.6M
Apella Capital, LLC	0.04%	No change	11,115	$2.6M
Roble, Belko & Company, Inc	0.28%	No change	11,238	$2.6M
Total Investment Management Inc.	0.27%	Reduce -1.3%	10,900	$2.5M
Susquehanna International Group, LLP	0.00%	Reduce -67.2%	11,085	$2.5M
Aptus Capital Advisors, LLC	0.02%	Add +9.4%	11,012	$2.5M
GenTrust, LLC	0.10%	No change	10,900	$2.5M
Schneider Downs Wealth Management Advisors, LP	0.23%	No change	10,893	$2.5M
Wealth Dimensions Group, Ltd.	0.44%	Reduce -1.6%	10,791	$2.5M
Marietta Wealth Management, LLC	0.25%	Add +0.0%	10,738	$2.4M
BridgePort Financial Solutions, LLC	0.62%	Reduce -27.7%	10,730	$2.4M
Scotia Capital Inc.	0.01%	Reduce -22.1%	10,665	$2.4M
Able Wealth Management LLC	0.55%	Add +2.4%	10,582	$2.4M
Fisher Asset Management	0.00%	Add +1.7%	10,539	$2.4M
Transamerica Financial Advisors, LLC	0.20%	Add +4.3%	10,479	$2.4M
Whittier Trust Co.	0.02%	Add +1.5%	10,251	$2.4M
Procyon Advisors, LLC	0.10%	Add +17.0%	10,364	$2.4M
Dumont & Blake Investment Advisors LLC	0.53%	Add +2.4%	10,353	$2.4M
Axis Wealth Partners, LLC	1.12%	Reduce -1.7%	10,313	$2.3M
Fortitude Family Office, LLC	0.46%	No change	10,300	$2.3M
New Age Alpha Advisors, LLC	0.10%	Reduce -15.2%	10,286	$2.3M
Focused Alpha, LLC	0.60%	Reduce -0.2%	10,285	$2.3M
Alterna Wealth Management, Inc.	1.33%	Add +15.5%	10,239	$2.3M
Tranquility Partners, LLC	0.80%	Reduce -2.5%	10,187	$2.3M
CLG LLC	0.51%	Add +0.3%	10,173	$2.3M
SMART Wealth LLC	0.49%	Add +154.8%	10,087	$2.3M
Tsfg, LLC	0.29%	Add +2.5%	10,074	$2.3M
Kingsview Wealth Management, LLC	0.03%	Add +9.1%	10,064	$2.3M
High Point Wealth Management, LLC	1.90%	Add +3.4%	10,047	$2.3M
COFG Advisors, LLC	0.39%	Add +0.7%	9,996	$2.3M
MA Private Wealth	0.34%	Add +4.4%	9,987	$2.3M
Leslie Global Wealth, LLC	0.87%	Add +0.1%	9,833	$2.2M
Creative Financial Designs Inc.	0.11%	Reduce -1.1%	9,818	$2.2M
MidFirst Bank	0.16%	Reduce -2.5%	9,804	$2.2M
Sterling Investment Counsel, LLC	0.52%	Reduce -0.7%	9,740	$2.2M
OMNI 360 Wealth, Inc.	1.02%	Reduce -1.1%	9,716	$2.2M
Beacon Advisors Holdings, LLC	1.08%	Add +1.2%	9,715	$2.2M
Bryant Woods Investment Advisors, LLC	0.61%	New	9,709	$2.2M
Cassilly Financial Group LLC	1.60%	Reduce -13.1%	9,701	$2.2M
Blue Zone Wealth Advisors, LLC	0.38%	Add +45.3%	9,687	$2.2M
Bessemer Group Inc.	0.00%	Reduce -13.6%	9,676	$2.2M
Crusonia Wealth Advisors LLC	0.36%	Add +5.2%	9,621	$2.2M
Signature Estate & Investment Advisors LLC	0.04%	Reduce -4.6%	9,610	$2.2M
RFG Advisory, LLC	0.03%	Reduce -27.2%	9,579	$2.2M
Nottingham Advisors, Inc.	0.26%	Add +0.6%	9,484	$2.2M
International Assets Investment Management, LLC	0.13%	Add +1.8%	9,466	$2.2M
Hirtle & Co., LLC	0.08%	No change	9,468	$2.1M
Bernardo Wealth Planning LLC	0.36%	No change	9,403	$2.1M
Signal Advisors Wealth, LLC	0.11%	Reduce -15.3%	9,385	$2.1M
Castle Wealth Management LLC	0.63%	Reduce -4.1%	9,310	$2.1M
Brighton Jones LLC	0.04%	Reduce -28.0%	9,259	$2.1M
Patriot Investment Management Group, Inc.	0.12%	No change	9,237	$2.1M
Raleigh Capital Management Inc.	0.67%	Reduce -18.7%	9,216	$2.1M
Transcend Capital Advisors, LLC	0.14%	Reduce -17.3%	9,210	$2.1M
Kohmann Bosshard Financial Services, LLC	0.18%	No change	9,199	$2.1M
Retirement Income Solutions, Inc.	0.36%	No change	9,879	$2.1M
Beacon Financial Advisory LLC	0.41%	Reduce -6.0%	9,173	$2.1M
Vantus Wealth LLC	1.12%	—	9,173	$2.1M
Essex Financial Services, Inc.	0.10%	Reduce -3.5%	9,165	$2.1M
Sovereign Financial Group, Inc.	0.32%	Reduce -21.1%	9,152	$2.1M
Gotham Asset Management	0.00%	No change	9,091	$2.1M
Private Wealth Asset Management, LLC	0.20%	No change	9,085	$2.1M
Laffer Tengler Investments, Inc.	0.31%	No change	9,049	$2.1M
Tobias Financial Advisors, Inc.	0.26%	Reduce -0.4%	9,022	$2.0M
Financial Solutions Advisory Group, Inc.	0.26%	Reduce -3.2%	8,905	$2.0M
Unify Financial Advisors	1.89%	Reduce -25.1%	9,012	$2.0M
Neumann Capital Management, LLC	1.35%	Reduce -2.2%	9,009	$2.0M
Sachetta, LLC	0.99%	Add +0.1%	8,954	$2.0M
Brown Brothers Harriman & Co.	0.01%	No change	8,939	$2.0M
CRA Financial Services, LLC	0.23%	Add +1.6%	8,930	$2.0M
WBH Advisory Inc.	0.14%	Reduce -0.0%	8,855	$2.0M
StoneX Group Inc.	0.08%	Add +6.4%	8,771	$2.0M
Koshinski Asset Management, Inc.	0.11%	Reduce -4.1%	8,759	$2.0M
Northland Securities, Inc.	1.16%	Add +16.1%	8,736	$2.0M
Avantax Planning Partners, Inc.	0.05%	Add +2.4%	8,654	$2.0M
Kovack Advisors, Inc.	0.09%	Add +23.1%	8,626	$2.0M
Finley Financial, LLC	0.79%	Reduce -2.3%	8,635	$2.0M
DAVENPORT & Co LLC	0.01%	Reduce -11.7%	8,612	$2.0M
Simon Quick Advisors, LLC	0.08%	Reduce -1.4%	8,606	$2.0M
Sound Income Strategies, LLC	0.09%	Reduce -0.2%	8,579	$1.9M
Glenmede Trust Co. NA	0.01%	Add +1.0%	8,538	$1.9M
Whittier Trust Co. of Nevada Inc.	0.04%	Add +0.0%	8,375	$1.9M
PFG Investments, LLC	0.07%	Add +7.1%	8,488	$1.9M
Perennial Advisors, LLC	0.30%	Add +143.1%	8,473	$1.9M
Orgel Wealth Management, LLC	0.04%	New	8,443	$1.9M
White Pine Capital LLC	0.45%	Add +4.9%	8,418	$1.9M
Wealthcare Advisory Partners LLC	0.04%	Reduce -13.9%	8,407	$1.9M
Forum Private Client Group LLC	0.57%	Add +4.3%	8,383	$1.9M
Tiemann Investment Advisors, LLC	0.69%	Reduce -1.5%	8,359	$1.9M
HBK Sorce Advisory LLC	0.04%	Reduce -9.9%	8,045	$1.9M
Empirical Asset Management, LLC	0.42%	Reduce -6.1%	8,287	$1.9M
Discipline Wealth Solutions, LLC	0.16%	Reduce -2.5%	8,202	$1.9M
Plum Street Advisors, LLC	0.59%	No change	8,187	$1.9M
Braeburn Wealth Management LLC	0.80%	No change	8,177	$1.9M
Joel Isaacson & Co., LLC	0.05%	Add +3.9%	8,162	$1.9M
Stonebridge Financial Planning Group, LLC	0.59%	Add +0.4%	8,158	$1.9M
Hilltop Holdings Inc.	0.15%	Add +2.5%	8,152	$1.9M
Mullaney, Keating & Wright, Inc.	0.89%	Reduce -1.8%	8,132	$1.8M
Infinity Wealth Counsel, LLC	1.49%	No change	8,109	$1.8M
Rathbones Group PLC	0.01%	No change	8,089	$1.8M
Woodward Financial Advisors, Inc.	0.61%	—	8,072	$1.8M
Hopwood Financial Services, Inc.	1.06%	No change	8,063	$1.8M
Trilogy Capital Inc.	0.07%	Reduce -2.1%	7,990	$1.8M
Turtle Creek Wealth Advisors, LLC	0.10%	Add +4.7%	7,973	$1.8M
TCTC Holdings, LLC	0.05%	Add +25.3%	7,886	$1.8M
Eldridge Investment Advisors, Inc.	0.35%	No change	7,885	$1.8M
Rialto Wealth Management, LLC	0.35%	Reduce -0.3%	7,865	$1.8M
Perennial Investment Advisors, LLC	0.12%	Reduce -1.4%	7,816	$1.8M
Cary Street Partners Investment Advisory LLC	0.36%	Add +2.4%	7,803	$1.8M
FWG Investments, LLC.	0.94%	Reduce -14.4%	7,793	$1.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.38%	Add +6.1%	7,792	$1.8M
Vision Retirement, LLC	0.43%	Add +10.8%	7,760	$1.8M
Elm Partners Management LLC	0.06%	Reduce -0.8%	7,745	$1.8M
Pinnacle Associates Ltd.	0.02%	Reduce -0.3%	7,738	$1.8M
GeoWealth Management, LLC	0.06%	Reduce -6.3%	7,712	$1.8M
NorthCrest Asset Manangement, LLC	0.04%	No change	7,609	$1.7M
Silver Grove Financial Group, Inc.	0.95%	Add +4.3%	7,703	$1.7M
Forum Financial Management, LP	0.02%	Reduce -10.7%	7,686	$1.7M
Professional Financial Advisors, LLC	0.30%	Add +1.3%	7,592	$1.7M
Glenview Trust Co	0.02%	Reduce -20.4%	7,570	$1.7M
HTG Investment Advisors, Inc.	0.44%	Reduce -1.9%	7,561	$1.7M
Avantra Family Wealth, Inc.	1.09%	Add +10.2%	7,555	$1.7M
Arcadia Wealth Management, LLC	0.54%	Add +57.5%	7,552	$1.7M
Burkett Financial Services, LLC	0.54%	Reduce -4.3%	7,544	$1.7M
Amara Financial, Llc.	1.02%	Add +0.3%	7,531	$1.7M
Talisman Wealth Advisors LLC	1.27%	Add +11.7%	7,523	$1.7M
Traub Capital Management LLC	1.52%	Reduce -0.9%	7,520	$1.7M
Oxford Financial Group, LTD. LLC	0.09%	No change	7,518	$1.7M
Awm Capital, LLC	0.14%	Add +1.9%	7,497	$1.7M
Klaas Financial Asset Advisors, LLC	0.21%	Reduce -2.9%	7,446	$1.7M
Bailard, Inc.	0.03%	Reduce -3.1%	7,439	$1.7M
Greenwood Gearhart LLC	0.08%	Reduce -3.5%	7,436	$1.7M
HUB Investment Partners, LLC	0.03%	Add +51.8%	7,419	$1.7M
Stephens Inc.	0.02%	Reduce -0.1%	7,407	$1.7M
AdvisorNet Financial, Inc	0.08%	Reduce -11.2%	7,356	$1.7M
Salem Investment Counselors Inc.	0.04%	Add +0.5%	7,309	$1.7M
Taylor Financial Group, Inc.	0.91%	Reduce -17.1%	7,284	$1.7M
Diversified Portfolios, Inc.	0.12%	Add +0.7%	7,275	$1.7M
BIP Wealth, LLC	0.05%	Add +44.9%	7,238	$1.6M
Whitcomb & Hess, Inc.	0.35%	Add +1.6%	7,188	$1.6M
Private Wealth Management Group, LLC	0.38%	No change	7,164	$1.6M
Hutchens & Kramer Investment Management Group, LLC	0.44%	Reduce -16.0%	7,160	$1.6M
Allstreet Capital Advisors LLC	1.05%	No change	7,102	$1.6M
Strategies Wealth Advisors, LLC	0.14%	No change	7,041	$1.6M
South Plains Financial, Inc.	0.86%	No change	7,016	$1.6M
Vienna Asset Management LLC	1.13%	New	7,004	$1.6M
TrinityBridge Ltd	0.04%	No change	6,958	$1.6M
Fiduciary Alliance LLC	0.11%	Add +2.6%	6,944	$1.6M
Catalyst Private Wealth, LLC	0.76%	Reduce -1.3%	6,941	$1.6M
MJT & Associates Financial Advisory Group, Inc.	1.04%	No change	6,931	$1.6M
Moisand Fitzgerald Tamayo, LLC	0.15%	Reduce -0.9%	6,916	$1.6M
Steelhead Wealth Management LLC	0.63%	Reduce -1.2%	6,911	$1.6M
Apex Wealth Management, LLC	0.96%	Reduce -9.2%	6,902	$1.6M
Pitcairn Wealth Advisors LLC	0.17%	Add +0.3%	6,867	$1.6M
Trust Co. of Toledo NA	0.13%	Reduce -0.1%	6,826	$1.5M
Maripau Wealth Management LLC	0.55%	Reduce -22.2%	6,819	$1.5M
Integrated Wealth Management	1.63%	Reduce -22.3%	6,809	$1.5M
QRG Capital Management, Inc.	0.01%	Add +92.5%	6,804	$1.5M
Wedbush Securities Inc.	0.04%	Reduce -14.0%	6,776	$1.5M
Krilogy Financial LLC	0.05%	Add +0.4%	6,769	$1.5M
Asempa Wealth Advisors	1.17%	Add +31.7%	6,742	$1.5M
Lakeridge Wealth Management LLC	0.56%	Add +0.4%	6,725	$1.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.17%	Add +4.8%	6,672	$1.5M
Gilliland Jeter Wealth Management LLC	0.40%	Add +10.0%	6,660	$1.5M
Mattern Wealth Management LLC	0.25%	Reduce -2.0%	6,650	$1.5M
Cahaba Wealth Management, Inc.	0.09%	Reduce -0.4%	6,641	$1.5M
Fonville Wealth Management LLC	0.24%	Reduce -0.3%	6,600	$1.5M
King Wealth Management Group	0.16%	No change	6,550	$1.5M
GatePass Capital, LLC	0.58%	Add +35.9%	6,510	$1.5M
Chevy Chase Trust Holdings, LLC	0.00%	Add +24.1%	6,509	$1.5M
Legacy Advisors, LLC	0.14%	No change	6,482	$1.5M
Private Trust Co. NA	0.12%	Reduce -11.2%	6,446	$1.5M
Latitude Advisors, LLC	0.58%	Add +14.1%	6,432	$1.5M
Semus Wealth Partners LLC	0.71%	Reduce -13.0%	6,425	$1.5M
Mason & Associates, LLC	0.30%	Reduce -0.7%	6,404	$1.5M
Lloyd Advisory Services, LLC.	0.56%	Add +168.8%	6,370	$1.4M
BBR Partners, LLC	0.07%	No change	6,352	$1.4M
Bearing Point Capital, LLC	0.19%	Add +22.1%	6,343	$1.4M
LTG Capital LLC	0.95%	Reduce -2.5%	6,284	$1.4M
Azimuth Capital Investment Management LLC	0.05%	Add +1.1%	6,257	$1.4M
LexAurum Advisors, LLC	0.16%	Add +1.0%	6,204	$1.4M
Laurel Wealth Advisors LLC	0.14%	Add +0.1%	6,162	$1.4M
Johnson Investment Counsel Inc.	0.01%	Add +0.6%	6,142	$1.4M
Crescent Grove Advisors, LLC	0.12%	No change	6,140	$1.4M
Barnes Dennig Private Wealth Management LLC	1.11%	Add +8.2%	6,126	$1.4M
Aspire Private Capital, LLC	0.29%	Reduce -13.5%	6,112	$1.4M
Qube Research & Technologies Ltd	0.00%	Add +88.2%	6,112	$1.4M
Argent Trust Co	0.04%	Reduce -3.9%	6,096	$1.4M
Resurgent Financial Advisors LLC	0.39%	Reduce -14.4%	6,067	$1.4M
Newport Capital Group, LLC	0.77%	Add +5.5%	6,042	$1.4M
Moors & Cabot, Inc.	0.05%	Add +30.7%	6,031	$1.4M
Wealth Effects LLC	0.37%	Add +0.0%	6,014	$1.4M
Fairvoy Private Wealth, LLC	0.28%	Reduce -46.3%	6,002	$1.4M
Montecito Bank & Trust	0.20%	No change	5,974	$1.4M
TrueWealth Advisors, LLC	0.30%	Reduce -6.1%	5,943	$1.3M
Cadinha & Co. LLC	0.20%	Reduce -0.9%	5,935	$1.3M
Idaho Trust Co	0.39%	Reduce -12.6%	5,914	$1.3M
HighMark Wealth Management LLC	0.45%	Add +2.9%	5,909	$1.3M
First Horizon Corp.	0.05%	Reduce -2.0%	5,907	$1.3M
Windward Private Wealth Management Inc.	0.43%	No change	5,900	$1.3M
IPG Investment Advisors LLC	0.19%	Add +15.7%	5,896	$1.3M
Lee Financial Co	0.17%	Reduce -14.8%	5,839	$1.3M
Bank of Nova Scotia	0.00%	Reduce -34.4%	5,823	$1.3M
Wealthgarden F.S. LLC	0.75%	Reduce -2.9%	5,813	$1.3M
Midland Wealth Advisors, LLC	0.06%	Reduce -5.7%	5,792	$1.3M
Corundum Group, Inc.	0.39%	Reduce -3.0%	5,790	$1.3M
Xcelsior Advisor Partners LLC	0.17%	Add +2.0%	5,767	$1.3M
Boston Family Office LLC	0.08%	No change	5,743	$1.3M
Hilltop National Bank	0.28%	Reduce -9.0%	5,740	$1.3M
Sendero Wealth Management, LLC	0.13%	Add +0.1%	5,692	$1.3M
Vanguard Personalized Indexing Management, LLC	0.01%	Reduce -5.3%	5,687	$1.3M
Venture Visionary Partners LLC	0.04%	Add +4.9%	5,679	$1.3M
Rothschild Investment LLC	0.05%	Add +0.3%	5,664	$1.3M
Donaldson Capital Management, LLC	0.04%	Add +69.3%	5,647	$1.3M
MN Wealth Advisors, LLC	0.54%	Reduce -5.0%	5,608	$1.3M
First National Bank of Omaha	0.04%	Reduce -1.3%	5,602	$1.3M
Breachway Investments LLC	1.91%	Reduce -19.9%	5,591	$1.3M
Blake Schutter Theil Wealth Advisors, LLC	0.86%	No change	5,581	$1.3M
WESPAC Advisors, LLC	0.61%	Reduce -14.7%	5,507	$1.3M
Strategic Family Wealth Counselors, L.L.C.	0.29%	Add +3.1%	5,439	$1.2M
SOA Wealth Advisors, LLC.	0.21%	No change	5,436	$1.2M
Wedmont Private Capital	0.03%	Reduce -2.0%	5,352	$1.2M
Lifeworks Advisors, LLC	0.13%	Reduce -6.8%	5,404	$1.2M
Conning Inc.	0.04%	No change	5,390	$1.2M
Fairscale Capital, LLC	0.73%	Reduce -1.0%	5,386	$1.2M
Partners Capital Investment Group, LLP	0.04%	Add +0.4%	5,373	$1.2M
Lodestar Private Asset Management LLC	0.10%	Reduce -2.0%	5,349	$1.2M
Chapin Davis, Inc.	0.21%	Add +0.4%	5,321	$1.2M
Towerpoint Wealth, LLC	0.42%	Reduce -0.9%	5,317	$1.2M
Monograph Wealth Advisors, LLC	0.10%	No change	5,315	$1.2M
Canopy Partners, LLC	0.36%	No change	5,296	$1.2M
New England Private Wealth Advisors LLC	0.12%	Add +0.2%	5,195	$1.2M
Zhang Financial LLC	0.03%	Add +0.2%	5,264	$1.2M
Quadrant Capital Group LLC	0.03%	Reduce -1.2%	5,255	$1.2M
Waldron Private Wealth LLC	0.04%	No change	5,244	$1.2M
Michels Family Financial, LLC	0.76%	Reduce -1.4%	5,242	$1.2M
AMG National Trust Bank	0.02%	Add +0.5%	5,238	$1.2M
MidAtlantic Capital Management, Inc.	0.74%	Add +0.4%	5,231	$1.2M
PACK Private Wealth, LLC	0.49%	No change	5,205	$1.2M
Beacon Financial Group	0.11%	Reduce -0.7%	5,199	$1.2M
Seeds Investor LLC	0.12%	Reduce -15.3%	5,183	$1.2M
Cooper Financial Group	0.10%	Reduce -3.1%	5,175	$1.2M
Oxinas Partners, LLC	0.46%	Add +9.6%	5,171	$1.2M
Decker Wealth Management LLC	0.25%	No change	5,168	$1.2M
Continuum Advisory, LLC	0.09%	Reduce -2.9%	5,163	$1.2M
Cary Street Partners Financial LLC	0.03%	Add +9.8%	5,132	$1.2M
Turn8 Private Wealth Inc.	0.77%	New	5,000	$1.2M
Milestone Asset Management Group, LLC	0.58%	Add +1.9%	5,101	$1.2M
Curi Capital, LLC	0.02%	No change	5,100	$1.2M
Magnolia Private Wealth, LLC	0.63%	Add +313.1%	5,085	$1.2M
EverSource Wealth Advisors, LLC	0.04%	Reduce -29.7%	5,038	$1.1M
Pennsylvania Capital Management Inc.	0.29%	Reduce -0.1%	5,034	$1.1M
Marino, Stram & Associates LLC	0.18%	Add +0.5%	5,021	$1.1M
Waterloo Capital, L.P.	0.06%	Add +389.5%	5,017	$1.1M
Noble Family Wealth, LLC	0.20%	No change	5,000	$1.1M
Birnam Oak Advisors, LP	0.19%	No change	5,000	$1.1M
Net Worth Advisory Group	0.29%	Reduce -90.4%	4,997	$1.1M
Lowe Brockenbrough & Co. Inc.	0.05%	Reduce -32.1%	4,957	$1.1M
Legacy Wealth Partners, LLC	0.25%	Reduce -14.4%	4,912	$1.1M
JSF Financial, LLC	0.18%	Reduce -5.4%	4,895	$1.1M
Evensky & Katz LLC	0.06%	Reduce -7.9%	4,816	$1.1M
Gallagher Capital Advisors, LLC	0.63%	Reduce -97.0%	4,810	$1.1M
Evanson Financial, LLC	0.05%	—	4,806	$1.1M
Tarbox Family Office, Inc.	0.16%	Reduce -17.4%	4,788	$1.1M
Benjamin Edwards Inc.	0.01%	Reduce -0.7%	4,787	$1.1M
Russell Investments Group, Ltd.	0.00%	Add +20.5%	4,780	$1.1M
Farmers & Merchants Investments Inc.	0.03%	Reduce -32.9%	4,779	$1.1M
Silvercrest Asset Management Group LLC	0.01%	Reduce -5.2%	4,766	$1.1M
World Equity Group, Inc.	0.24%	Reduce -22.3%	4,759	$1.1M
J. Safra Sarasin Holding AG	0.02%	No change	4,753	$1.1M
Eagle Strategies LLC	0.11%	Add +2.7%	4,752	$1.1M
Main Street Financial Solutions, LLC	0.07%	Add +307.1%	4,743	$1.1M
Provenance Wealth Advisors, LLC	0.10%	No change	4,727	$1.1M
Iams Wealth Management, LLC	0.32%	Add +0.2%	4,718	$1.1M
Matrix Private Capital Group LLC	0.46%	Add +3.3%	4,689	$1.1M
Guardian Financial Partners, LLC	0.41%	Add +0.3%	4,678	$1.1M
Pallas Capital Advisors LLC	0.03%	Reduce -4.8%	4,673	$1.1M
Key Capital Management, INC	0.54%	Add +15.4%	4,629	$1.1M
Cornell Pochily Investment Advisors, Inc.	0.28%	Add +28.8%	4,612	$1.0M
Summit Trail Advisors, LLC	0.01%	Reduce -15.8%	4,610	$1.0M
Tactive Advisors, LLC	0.26%	Reduce -0.3%	4,602	$1.0M
JT Stratford LLC	0.11%	Reduce -34.5%	4,600	$1.0M
Neuberger Berman Group LLC	0.00%	Add +1.6%	4,597	$1.0M
FSM Wealth Advisors, LLC	0.11%	Add +0.1%	4,594	$1.0M
Apollon Financial, LLC	0.12%	Add +41.8%	4,587	$1.0M
ASL Financial, LLC	0.73%	Add +6.9%	4,586	$1.0M
Fidelis Capital Partners, LLC	0.06%	No change	4,584	$1.0M
Berman McAleer LLC	0.12%	No change	4,582	$1.0M
Carret Asset Management, LLC	0.09%	New	4,575	$1.0M
Independent Advisor Alliance	0.02%	Reduce -84.0%	4,566	$1.0M
Tidemark, LLC	0.23%	Reduce -2.0%	4,548	$1.0M
Atlantic Edge Private Wealth Management, LLC	0.21%	No change	4,538	$1.0M
Stratos Wealth Advisors, LLC	0.06%	Reduce -2.9%	4,526	$1.0M
Moss Adams Wealth Advisors LLC	0.06%	No change	4,525	$1.0M
MKT Advisors LLC	0.32%	No change	4,450	$1.0M
Integrated Investment Consultants, LLC	0.20%	Reduce -1.5%	4,506	$1.0M
NewEdge Wealth, LLC	0.01%	Reduce -13.8%	4,506	$1.0M
Americana Partners, LLC	0.02%	Add +7.1%	4,492	$1.0M
Versant Capital Management, Inc	0.09%	No change	4,477	$1.0M
McGlone Suttner Wealth Management, Inc.	0.12%	No change	4,472	$1.0M
Parkway Wealth Management Group, LLC	0.12%	Reduce -10.6%	4,455	$1.0M
Aspiriant, LLC	0.02%	Reduce -0.1%	4,430	$1.0M
SageView Advisory Group, LLC	0.03%	Reduce -0.6%	4,407	$1.0M
Ballentine Partners, LLC	0.01%	No change	4,405	$1.0M
Flagship Private Wealth, LLC	0.35%	Add +1.4%	4,386	$996K
Bison Wealth, LLC	0.09%	Reduce -1.0%	4,309	$995K
CENTRAL TRUST Co	0.02%	Add +3.8%	4,371	$992K
S&co Inc.	0.06%	No change	4,350	$987K
RCS Financial Planning, LLC	0.47%	Reduce -10.5%	4,344	$986K
Coldstream Capital Management Inc.	0.01%	Reduce -56.5%	4,335	$984K
Tower Research Capital LLC (TRC)	0.02%	Reduce -89.0%	4,334	$984K
SouthState Bank Corp	0.04%	Reduce -1.0%	4,329	$983K
Connecticut Wealth Management, LLC	0.04%	No change	4,284	$973K
Kennedy Investment Group, Inc.	0.33%	Reduce -7.1%	4,277	$971K
Integras Partners LLC	0.54%	Add +6.5%	4,275	$971K
Glassman Wealth Services	0.12%	No change	4,274	$970K
Spectrum Planning & Advisory Services Inc.	0.43%	Reduce -0.4%	4,254	$966K
Kiley Juergens Wealth Management, LLC	0.15%	No change	4,252	$965K
Certified Advisory Corp	0.08%	Reduce -18.6%	4,219	$958K
N.E.W. Advisory Services LLC	0.06%	Reduce -9.0%	4,208	$956K
MBA Advisors LLC	0.33%	Reduce -4.1%	4,206	$955K
Summit Asset Management, LLC	0.12%	Reduce -1.7%	4,197	$953K
Arvest Bank Trust Division	0.05%	New	4,146	$941K
Tudor Investment Corporation	0.00%	New	4,125	$937K
Mayport, LLC	0.15%	Add +0.3%	4,121	$936K
Murphy, Middleton, Hinkle & Parker, Inc.	0.38%	No change	4,118	$935K
Oregon Pacific Wealth Management, LLC	0.88%	Reduce -0.1%	4,117	$935K
Central Pacific Bank - Trust Division	0.10%	No change	4,114	$934K
Clientfirst Wealth Management, LLC	0.76%	No change	4,066	$923K
Freestone Capital Holdings, LLC	0.02%	Add +22.2%	4,052	$920K
Blue Capital, Inc.	0.58%	Reduce -25.7%	4,044	$918K
Founders Financial Securities LLC	0.05%	Add +0.5%	4,030	$915K
Birch Hill Investment Advisors LLC	0.04%	Add +7.5%	4,028	$915K
CFO4Life Group, LLC	0.12%	New	4,021	$913K
Carl P. Sherr & Co., LLC	0.38%	No change	4,018	$912K
Thomasville National Bank	0.05%	—	4,000	$908K
Advisors Capital Management, LLC	0.01%	Add +5.3%	3,995	$907K
Facet Wealth, Inc.	0.01%	Add +7.4%	3,995	$907K
Kingswood Wealth Advisors, LLC	0.04%	Reduce -12.8%	3,982	$904K
Inspirion Wealth Advisors, LLC	0.10%	Reduce -6.7%	3,969	$904K
Pacific Point Advisors, LLC	0.41%	No change	3,964	$900K
HighPoint Advisor Group LLC	0.03%	Add +1.1%	3,899	$885K
Cape Investment Advisory, Inc.	0.24%	Reduce -11.9%	3,884	$882K
Crewe Advisors LLC	0.06%	Add +43.3%	3,876	$880K
Milestones Private Investment Advisors LLC	0.70%	No change	3,875	$880K
Dimension Capital Management LLC	0.10%	No change	3,873	$879K
Durante & Waters, LLC	0.58%	Reduce -49.9%	3,869	$878K
Caprock Group, LLC	0.02%	New	3,868	$878K
Mackenzie Financial Corp.	0.00%	New	3,858	$876K
Edgestream Partners, L.P.	0.03%	Add +87.2%	3,816	$866K
Empower Advisory Group, LLC	0.00%	Add +49.8%	3,792	$861K
JMG Financial Group, Ltd.	0.02%	No change	3,783	$859K
Cibc World Market Inc.	0.00%	Reduce -17.9%	3,782	$859K
Novak & Powell Financial Services, Inc.	0.40%	Add +7.0%	3,779	$858K
Park Place Capital Corp	0.14%	Reduce -20.9%	3,777	$858K
Aprio Wealth Management, LLC	0.04%	Add +1.4%	3,771	$856K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.01%	Reduce -13.8%	3,766	$855K
Lee, Kelleher & Klein Wealth Management	0.45%	No change	3,754	$852K
Atlantic Union Bankshares Corp	0.01%	Add +5.9%	3,754	$852K
Tempo Wealth, LLC	0.13%	Add +9.1%	3,753	$852K
Daybright Advisory Services, Inc.	0.20%	Reduce -74.4%	3,670	$850K
Vident Advisory, LLC	0.01%	Add +5.7%	3,742	$850K
Gallagher Fiduciary Advisors, LLC	0.03%	Reduce -18.9%	3,728	$847K
LongView Wealth Management	0.22%	Reduce -11.2%	3,711	$843K
Atlatl Advisers LLC	0.20%	Reduce -22.4%	3,705	$841K
Middleton & Co. Inc.	0.09%	Add +5.9%	3,705	$841K
Angeles Wealth Management, LLC	0.04%	Add +68.5%	3,691	$838K
Signaturefd, LLC	0.01%	No change	3,687	$837K
Wick Capital Partners, LLC	0.13%	Reduce -1.3%	3,678	$835K
Indivisible Partners	0.05%	Add +3.8%	3,672	$834K
Henrickson Nauta Wealth Advisors, Inc.	0.20%	Reduce -2.1%	3,668	$833K
NBT Bank, N.A.	0.06%	Reduce -1.5%	3,663	$832K
Catalyst Financial Partners LLC	0.08%	Reduce -3.2%	3,658	$831K
Arsenal Capital Advisors LLC	0.49%	No change	3,646	$828K
Fortress Financial Group, LLC	0.41%	No change	3,646	$828K
Quantum Portfolio Management LLC	0.30%	Add +0.5%	3,645	$828K
Clarity Capital Advisors, LLC	0.35%	No change	3,639	$826K
Eastern Bank	0.01%	Reduce -11.1%	3,634	$825K
Castleview Partners, LLC	0.36%	New	3,630	$824K
CVA Family Office, LLC	0.07%	No change	3,627	$824K
Insigneo Advisory Services, LLC	0.03%	Reduce -15.9%	3,609	$819K
Hohimer Wealth Management, LLC	0.08%	Reduce -36.2%	3,606	$819K
Kintra Wealth, LLC	0.04%	Add +80.6%	3,436	$818K
American Trust	0.06%	Add +2.3%	3,593	$816K
Geometric Wealth Advisors	0.09%	No change	3,587	$814K
KFA Private Wealth Group, LLC	0.20%	New	3,584	$814K
Strategic Equity Management	0.27%	Reduce -1.1%	3,566	$810K
Anderson Hoagland & Co.	0.06%	No change	3,565	$809K
Lockerman Financial Group, Inc.	1.24%	Reduce -1.5%	3,560	$808K
NorthCoast Asset Management LLC	0.02%	Reduce -0.7%	3,550	$806K
Aegis Wealth Management, Inc.	0.52%	Reduce -8.4%	3,550	$806K
DBK Financial Counsel, LLC	0.68%	Reduce -42.3%	3,550	$806K
Eagle Bay Advisors LLC	0.60%	New	3,545	$805K
Owl Creek Wealth Partners LLC	0.24%	Reduce -7.0%	3,544	$805K
Exit Wealth Advisors, LLC.	0.36%	Reduce -1.1%	3,496	$794K
Fifth Third Wealth Advisors LLC	0.02%	Add +101.3%	3,467	$787K
KRM Wealth Management L.L.C.	0.35%	Add +0.4%	3,462	$786K
Jackson, Grant Investment Advisers, Inc.	0.24%	Add +0.4%	3,455	$785K
Goelzer Investment Management, Inc.	0.03%	Add +13.3%	3,454	$784K
VERITY Wealth Advisors	0.47%	No change	3,448	$783K
Norden Group LLC	0.06%	No change	3,435	$780K
Kelman-Lazarov, Inc.	0.10%	No change	3,419	$776K
Plan Group Financial, LLC	0.16%	Reduce -0.2%	3,417	$776K
Fulcrum Equity Management	0.63%	Reduce -16.2%	3,415	$775K
Embree Financial Group	0.08%	Reduce -12.6%	3,412	$775K
Helium Advisors LLC	0.65%	Add +0.2%	3,410	$774K
Vanguard National Trust Co	0.04%	No change	3,407	$774K
Millington Financial Advisors, LLC	0.30%	Add +0.1%	3,329	$769K
Ballast Rock Private Wealth LLC	0.35%	Add +0.1%	3,385	$768K
Integrity Wealth Solutions LLC	0.28%	Add +1.5%	3,378	$767K
EPG Wealth Management LLC	0.18%	Add +0.4%	3,366	$764K
Riverbend Wealth Management, LLC	0.39%	Reduce -3.1%	3,360	$763K
Client 1ST Advisory Group, LLC	0.20%	Reduce -5.1%	3,357	$762K
Camden National Bank	0.10%	Reduce -3.4%	3,351	$761K
Pine Valley Investments Ltd Liability Co	0.03%	Reduce -1.0%	3,348	$760K
Plante Moran Financial Advisors, LLC	0.03%	No change	3,304	$750K
C2C Wealth Management, LLC	0.59%	Reduce -2.2%	3,302	$750K
Key Financial Inc	0.12%	Reduce -1.3%	3,300	$749K
Davis Selected Advisers	0.00%	Reduce -71.7%	3,288	$747K
Chilton Investment Co. Inc.	0.02%	No change	3,278	$744K
Deutsche Bank AG	0.00%	Reduce -0.8%	3,265	$741K
Pinnacle Financial Group, LLC / IL	0.18%	Add +0.0%	3,262	$741K
Shulman DeMeo Asset Management LLC	0.14%	Add +0.1%	3,255	$739K
Quartz Partners, LLC	0.24%	Reduce -9.4%	3,239	$735K
VestGen Investment Management	0.39%	Reduce -39.4%	3,222	$732K
Blankinship & Foster, LLC	0.15%	Reduce -15.8%	3,219	$731K
Magnolia Capital Management Ltd.	0.50%	Reduce -29.9%	3,215	$730K
Capital Squared Financial LLC	0.47%	Add +0.3%	3,198	$726K
Financial Partners Group, Inc	0.07%	Reduce -1.7%	3,197	$726K
1ST Source Bank	0.03%	Reduce -4.9%	3,190	$724K
Advisor OS, LLC	0.05%	Reduce -1.8%	3,185	$723K
Atlanta Consulting Group Advisors, LLC	0.11%	Add +0.3%	3,176	$721K
Patton Albertson Miller Group, LLC	0.07%	Reduce -41.2%	3,162	$718K
Fiscal Wisdom Wealth Management, LLC	0.61%	Add +1.6%	3,149	$715K
IMA Advisory Services, Inc.	0.04%	Add +428.6%	3,145	$714K
Renasant Bank	0.46%	Reduce -24.2%	3,134	$712K
Elevated Capital Advisors, LLC	0.19%	Add +23.0%	3,116	$708K
Foundation Wealth Management, LLC\PA	0.21%	No change	3,114	$707K
GDS Wealth Management	0.03%	Add +9.5%	3,113	$707K
Kirtland Hills Capital Management, LLC	0.20%	Add +105.5%	3,112	$707K
Veracity Capital LLC	0.19%	Reduce -12.5%	3,108	$706K
BAM Wealth Management, LLC	0.44%	Reduce -15.9%	3,101	$704K
Camelot Technology Advisors, Inc.	0.48%	Add +0.3%	3,090	$702K
Guardian Asset Advisors, LLC	0.32%	Add +2.3%	3,088	$701K
Capital Investment Advisors, LLC	0.01%	Add +19.9%	3,079	$699K
Opal Wealth Advisors, LLC	0.15%	Reduce -5.0%	3,070	$697K
Evergreen Private Wealth LLC	0.26%	Reduce -4.8%	3,070	$697K
Royal Fund Management, LLC	0.06%	Reduce -0.6%	3,059	$695K
Meeder Advisory Services, Inc.	0.03%	Add +0.9%	3,043	$691K
Essex Bank	0.15%	Reduce -5.8%	3,007	$683K
Members Wealth LLC	0.37%	Reduce -7.7%	3,004	$682K
HSBC Holdings PLC	0.00%	Add +50.0%	3,000	$681K
Total Clarity Wealth Management, Inc.	0.13%	New	2,998	$681K
Index Technologies Group LLC	0.54%	Add +0.4%	2,994	$680K
Valpey Financial Services, LLC	0.40%	Reduce -2.4%	2,989	$679K
Madson Wealth Advisors Inc	0.46%	Reduce -39.3%	2,982	$677K
Cardiff Park Advisors, LLC	0.05%	No change	2,973	$675K
Oxler Private Wealth LLC	0.19%	Add +0.3%	2,965	$673K
FLP Wealth Management, LLC	1.20%	Reduce -17.9%	2,962	$673K
Keel Point, LLC	0.04%	Add +0.4%	2,938	$667K
Atlas Brown,Inc.	0.18%	Reduce -2.6%	2,925	$664K
Fiduciary Trust Co	0.01%	Reduce -20.1%	2,922	$664K
Syntegra Private Wealth Group, LLC	0.05%	Reduce -7.1%	2,916	$662K
New Republic Capital, LLC	0.15%	Reduce -11.2%	2,907	$660K
Fulton Breakefield Broenniman LLC	0.04%	Add +1.3%	2,886	$655K
Integrated Capital Management, LLC	0.23%	Reduce -4.4%	2,870	$652K
Keystone Wealth Services, LLC	0.12%	Reduce -2.4%	2,867	$651K
Vanguard Advisers Inc.	0.00%	Add +5.0%	2,864	$650K
Spinnaker Investment Group, LLC	0.10%	New	2,863	$650K
WNY Asset Management, LLC	0.06%	Add +0.7%	2,863	$650K
Midwest Financial Network, LLC	0.44%	New	2,854	$648K
Charles Schwab Investment Management Inc.	0.00%	Add +16.3%	2,836	$644K
MCF Advisors LLC	0.02%	Add +8.4%	2,836	$644K
Watershed Private Wealth LLC	0.18%	Reduce -24.5%	2,826	$642K
Bellwether Advisors, LLC	0.09%	Add +3.8%	2,820	$640K
Legacy Edge Advisors, LLC	0.06%	Reduce -10.0%	2,813	$639K
Dynamic Advisor Solutions LLC	0.02%	Reduce -16.8%	2,797	$635K
Independent Wealth Network Inc.	0.16%	Reduce -1.7%	2,779	$631K
Madison Wealth Partners, Inc	0.08%	Reduce -2.2%	2,766	$628K
Postrock Partners LLC	0.26%	No change	2,765	$628K
Pinnacle Wealth Planning Services, Inc.	0.06%	No change	2,763	$627K
Quadcap Wealth Management, LLC	0.06%	Reduce -14.0%	2,759	$626K
Morton Capital Management LLC	0.09%	Add +4.2%	2,759	$626K
Edgemoor Investment Advisors, Inc.	0.04%	Reduce -10.6%	2,754	$625K
HCR Wealth Advisors	0.06%	Add +18.8%	2,745	$623K
Disciplined Investments, LLC	0.20%	Reduce -7.2%	2,741	$622K
Fiduciary Financial Advisors	0.06%	New	2,732	$620K
Lynch & Associates	0.11%	Reduce -0.9%	2,725	$619K
Spirepoint Private Client, LLC	0.05%	No change	2,711	$616K
Capital Advisors Inc.	0.01%	Reduce -33.7%	2,698	$613K
Harvest Investment Services, LLC	0.09%	Reduce -4.9%	2,695	$612K
Haverford Trust Co	0.01%	No change	2,691	$611K
Robinson Smith Wealth Advisors LLC	0.37%	No change	2,689	$611K
Claro Advisors Inc.	0.06%	Add +0.0%	2,677	$608K
71 West Capital Partners	0.02%	No change	2,660	$604K
CWS Financial Advisors, LLC	0.13%	Add +0.1%	2,651	$602K
Prasad Wealth Partners, LLC	0.14%	Add +0.4%	2,645	$601K
TCV Trust & Wealth Management, Inc.	0.05%	No change	2,638	$599K
CGN Advisors LLC	0.04%	Add +0.8%	2,633	$598K
Welch & Forbes LLC	0.01%	No change	2,600	$590K
Investment Research & Advisory Group, Inc.	0.18%	Add +0.4%	2,599	$590K
Winthrop Advisory Group LLC	0.04%	Add +142.7%	2,563	$582K
Confluence Wealth Services, Inc.	0.02%	Add +4.6%	2,557	$580K
Advisory Alpha, LLC	0.01%	New	2,554	$580K
Gradient Capital Advisors, LLC	0.13%	No change	2,523	$573K
High Net Worth Advisory Group LLC	0.12%	No change	2,500	$568K
KERR FINANCIAL PLANNING Corp	0.63%	Reduce -0.4%	2,499	$567K
Ballentine Capital Advisors, Inc	0.21%	No change	2,493	$566K
PSI Advisors, LLC	0.13%	Reduce -0.1%	2,493	$566K
Hyundai Investments Co., Ltd.	0.61%	Add +49.9%	2,478	$563K
Spinnaker Trust	0.03%	Reduce -10.2%	2,477	$562K
Pacific Excel Wealth Advisors, Inc.	0.22%	New	2,473	$561K
Heritage Family Offices, LLP	0.22%	Reduce -1.8%	2,473	$561K
SeaCrest Wealth Management, LLC	0.06%	Reduce -20.9%	2,470	$561K
Strategy Asset Managers LLC	0.08%	Reduce -26.0%	2,469	$561K
Benchmark Investment Advisors LLC	0.25%	Reduce -0.1%	2,464	$559K
PUREfi Wealth, LLC	0.31%	Reduce -19.3%	2,456	$558K
Aureum Wealth Management, LLC	0.35%	No change	2,455	$557K
SkyOak Wealth, LLC	0.09%	Reduce -0.3%	2,450	$556K
Moneywise, Inc.	0.21%	Reduce -1.0%	2,443	$555K
Flputnam Investment Management Co.	0.01%	Add +10.7%	2,578	$555K
Verdence Capital Advisors LLC	0.03%	Reduce -1.2%	2,418	$549K
Johnson Financial Group, Inc.	0.02%	Add +8.6%	2,416	$549K
Ritter Daniher Financial Advisory LLC / DE	0.08%	No change	2,413	$548K
LJI Wealth Management, LLC	0.08%	Add +12.1%	2,413	$548K
Compass Financial Group, Inc. (Ohio)	0.37%	Reduce -13.3%	2,410	$547K
Okabena Investment Services Inc.	0.10%	No change	2,400	$545K
Flagship Harbor Advisors, LLC	0.02%	Add +42.6%	2,395	$544K
Wealth Care LLC	0.44%	Add +0.3%	2,387	$542K
Altfest L J & Co. Inc.	0.05%	Add +0.1%	2,378	$540K
Curbstone Financial Management Corp	0.09%	No change	2,374	$539K
United Services Automobile Association	0.04%	Add +213.5%	2,373	$539K
Macroview Investment Management LLC	0.33%	Add +6.7%	2,367	$537K
Quent Capital, LLC	0.03%	Reduce -6.4%	2,365	$537K
Klingman & Associates, LLC	0.02%	Reduce -16.0%	2,363	$537K
Sage Mountain Advisors LLC	0.03%	No change	2,362	$536K
Washington Trust Bank	0.04%	No change	2,352	$534K
4J Wealth Management LLC	0.26%	Reduce -3.9%	2,344	$532K
Two Sigma Securities, LLC	0.05%	Reduce -8.8%	2,337	$531K
VSM Wealth Advisory, LLC	0.14%	Add +0.2%	2,334	$530K
Gerber Kawasaki Wealth & Investment Management	0.01%	Add +4.2%	2,333	$530K
First National Trust Co	0.02%	Reduce -0.6%	2,331	$529K
Rainey & Randall Wealth Advisors Inc.	0.08%	Add +0.3%	2,329	$529K
Blue Bell Private Wealth Management, LLC	0.07%	Reduce -9.7%	2,326	$528K
Journey Advisory Group, LLC	0.04%	Add +0.5%	2,326	$528K
Nuveen, LLC	0.00%	New	2,315	$526K
First Western Trust Bank	0.03%	No change	2,308	$524K
Security National Bank	0.06%	Add +303.7%	2,297	$522K
GEN Financial Management, INC.	0.31%	No change	2,294	$521K
Cabot Wealth Management Inc.	0.05%	No change	2,292	$520K
Clayton Financial Group LLC	0.29%	No change	2,282	$518K
TBH Global Asset Management, LLC	0.09%	No change	2,282	$518K
Stage Harbor Financial, LLC	0.30%	Reduce -7.5%	2,276	$517K
Sequent Planning LLC	0.11%	Add +8.0%	2,271	$516K
Tennessee Valley Asset Management Partners	0.06%	Reduce -6.3%	2,265	$514K
Pinnacle Wealth Management Advisory Group, LLC	0.03%	Reduce -1.1%	2,260	$513K
Koesten, Hirschmann & Crabtree, INC.	0.21%	No change	2,255	$512K
Aurora Private Wealth, Inc.	0.32%	Add +0.3%	2,257	$512K
Elevation Wealth Management LLC	0.38%	Reduce -12.4%	2,244	$510K
Laurel Oak Wealth Management, LLC	0.07%	No change	2,238	$508K
Reynders McVeigh Capital Management, LLC	0.02%	No change	2,233	$507K
Advisory Solutions Group, LLC	0.17%	—	2,230	$506K
Capital Investment Advisory Services, LLC	0.03%	Add +29.2%	2,210	$502K
GreatBanc Trust CO	0.31%	Reduce -1.1%	2,200	$500K
MW Advisory, LLC	0.20%	—	2,200	$500K
Insight Advisors, LLC/ PA	0.09%	Reduce -29.1%	2,198	$499K
Meramec Financial Planners, LLC	0.18%	Add +0.1%	2,143	$498K
Mosley Wealth Management	0.16%	Reduce -89.7%	2,191	$497K
Busey Bank	0.01%	Reduce -1.0%	2,179	$495K
Coastal Bridge Advisors, LLC	0.03%	Reduce -10.1%	2,179	$495K
Parkwoods Wealth Partners, LLC	0.08%	New	2,165	$492K
Genesis Financial Group, LLC	0.32%	Add +0.5%	2,160	$490K
Linscomb Wealth, Inc.	0.02%	Reduce -33.1%	2,154	$489K
Visionary Wealth Advisors	0.02%	Reduce -1.9%	2,144	$487K
Element Wealth, LLC	0.18%	Add +0.1%	2,144	$487K
Canandaigua National Bank & Trust Co.	0.04%	—	2,142	$486K
Stock Yards Bank & Trust Co.	0.01%	Reduce -14.5%	2,141	$486K
Community Bank, N.A.	0.05%	Reduce -27.0%	2,141	$486K
RiverFront Investment Group, LLC	0.01%	Add +37.0%	2,139	$486K
Northwest Financial Advisors	0.06%	Add +0.1%	2,138	$485K
Retirement Planning Group, LLC	0.01%	Reduce -8.6%	2,135	$485K
Veery Capital, LLC	0.13%	Add +7.7%	2,128	$483K
IFG Advisors, LLC	0.07%	Add +0.1%	2,126	$483K
Salus Financial Advisors, LLC	0.24%	Add +7.6%	2,115	$480K
Clarendon Private LLC	0.31%	Reduce -5.2%	2,114	$480K
Kathmere Capital Management, LLC	0.03%	Add +0.1%	2,113	$480K
Guyasuta Investment Advisors Inc.	0.02%	No change	2,112	$480K
Ferguson Wellman Capital Management, Inc.	0.01%	Reduce -2.0%	2,105	$478K
Quantbot Technologies LP	0.02%	New	2,100	$477K
Foguth Wealth Management, LLC.	0.05%	Reduce -7.1%	2,071	$476K
Analyst IMS Investment Management Services Ltd.	0.01%	No change	2,091	$475K
Conservest Capital Advisors, Inc.	0.04%	No change	2,080	$472K
Tulsa Wealth Advisors, INC	0.07%	Add +2.1%	2,075	$471K
National Bank of Canada	0.00%	No change	2,071	$470K
Samalin Investment Counsel, LLC	0.15%	Reduce -0.5%	2,066	$469K
Stone Summit Wealth LLC	0.12%	Reduce -0.5%	2,065	$469K
Stewardship Advisors, LLC	0.10%	Add +15.4%	2,056	$467K
Element Pointe Advisors, LLC	0.08%	Reduce -20.3%	2,055	$467K
Worth Financial Advisory Group, LLC	0.19%	New	2,054	$466K
Traphagen Investment Advisors LLC	0.03%	New	2,050	$466K
Armstrong, Fleming & Moore, Inc	0.15%	Add +0.1%	2,048	$465K
Tradewinds, LLC.	0.10%	Reduce -30.1%	875	$462K
Annis Gardner Whiting Capital Advisors, LLC	0.07%	No change	2,034	$462K
Regatta Capital Group, LLC	0.06%	Reduce -2.1%	2,017	$458K
Tenet Wealth Partners, LLC	0.34%	—	1,966	$457K
KCM Investment Advisors LLC	0.01%	No change	2,000	$454K
Almanack Investment Partners, LLC.	0.06%	Add +91.2%	1,998	$454K
Wealthfront Advisers LLC	0.00%	Reduce -10.4%	1,997	$453K
Novus Advisors, LLC	0.94%	Add +2.4%	1,984	$450K
Brand Asset Management Group, Inc.	0.10%	Reduce -17.9%	1,983	$450K
Legend Capital Advisors LLC	0.24%	No change	1,972	$448K
BLB&B Advisors, LLC	0.02%	Add +0.1%	1,966	$446K
Performance Wealth Partners, LLC	0.01%	Add +0.4%	1,966	$446K
Aviso Wealth Management	0.15%	No change	1,964	$446K
Curtis Advisory Group, LLC	0.09%	No change	1,964	$446K
United Advisor Group, LLC	0.05%	Reduce -82.0%	1,960	$445K
Frontier Asset Management, LLC	0.08%	Reduce -3.2%	1,959	$445K
TCP Asset Management, LLC	0.05%	No change	1,934	$439K
NTV Asset Management LLC	0.04%	Reduce -4.2%	1,930	$438K
Affiance Financial, LLC	0.06%	No change	1,917	$435K
Compass Financial Services Inc	0.16%	No change	1,909	$433K
S&A Financial Services, Inc.	0.26%	Add +6.9%	1,908	$433K
Ironwood Investment Counsel, LLC	0.06%	Reduce -4.5%	1,906	$433K
Bank Ozk	0.13%	Reduce -2.5%	1,903	$432K
Protective Life Corp.	3.09%	Reduce -21.5%	1,902	$432K
Kure Advisory, LLC	0.20%	New	1,902	$432K
AssuredPartners Investment Advisors, LLC	0.04%	New	1,901	$432K
Two Sigma Investments, LP	0.00%	New	1,900	$431K
Marex Group Ltd	0.00%	Add +64.3%	1,898	$431K
LGL Partners, LLC	0.16%	Add +0.4%	1,895	$430K
AA Financial Advisors, LLC	0.05%	Reduce -15.9%	1,892	$430K
Larson Financial Group LLC	0.01%	Reduce -6.2%	1,891	$429K
Level Wealth Management LLC	0.17%	Reduce -2.1%	1,889	$429K
Moneco Advisors, LLC	0.03%	Reduce -2.7%	1,881	$427K
Fulton Bank, N.A.	0.01%	Reduce -3.3%	1,868	$424K
Triton Financial Group Inc	0.24%	Reduce -49.7%	1,860	$422K
Trust Co. of Vermont	0.02%	—	1,860	$422K
Weaver Consulting Group	0.09%	No change	1,855	$421K
Grandfield & Dodd, LLC	0.02%	No change	1,848	$420K
ShoreHaven Wealth Partners, LLC	0.13%	Reduce -2.6%	1,845	$419K
Stratos Investment Management, LLC	0.02%	Add +7.6%	1,843	$418K
Onyx Bridge Wealth Group LLC	0.04%	No change	1,839	$418K
Union Savings Bank	0.17%	No change	1,838	$417K
Hara Capital LLC	0.22%	Reduce -21.4%	1,835	$417K
Annex Advisory Services, LLC	0.01%	No change	1,823	$414K
Envision Financial Transparency, LLC	0.35%	New	2,158	$411K
Moody LYNN Lieberson & Walker, LLC	0.02%	Reduce -5.3%	1,810	$411K
Lanark Financial, Inc.	0.03%	Reduce -0.2%	1,806	$410K
Woodmont Investment Counsel LLC	0.02%	No change	1,806	$410K
Impact Partnership Wealth, LLC	0.04%	Reduce -26.2%	1,803	$409K
Unique Wealth, LLC	0.05%	Add +0.8%	1,792	$407K
Enzi Wealth	0.13%	Reduce -11.8%	1,767	$406K
Old North State Trust, LLC	0.21%	No change	1,784	$405K
Boston Partners	0.00%	New	1,781	$405K
BankPlus Trust Department	0.09%	Add +1326.6%	1,769	$402K
Brown Wealth Management, LLC	0.09%	No change	1,753	$398K
Wagner Wealth Management, Corp	0.32%	Reduce -27.9%	1,747	$397K
L & S Advisors Inc	0.04%	Add +18.0%	1,747	$397K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.00%	Reduce -2.5%	1,747	$397K
Northstar Asset Management Inc.	0.12%	No change	1,747	$397K
Squarepoint Ops LLC	0.00%	New	1,744	$396K
Mosaic Financial Group, LLC	0.25%	Add +0.3%	1,735	$394K
Newton One Investments LLC	0.10%	No change	1,735	$394K
Beacon Bridge Wealth Partners, LLC	0.11%	Reduce -9.9%	1,732	$393K
Breakwater Capital Group	0.05%	Add +0.9%	1,731	$393K
Peterson Wealth Advisors, LLC	0.05%	Add +0.3%	1,721	$391K
LCNB Corp.	0.12%	No change	1,720	$391K
Independent Wealth Advisors LLC	0.35%	Add +1.0%	1,714	$389K
Beacon Financial Planning, Inc.	0.13%	Add +0.3%	1,714	$389K
Godfrey Financial Associates, Inc.	0.30%	Add +14.7%	1,711	$389K
Allium Financial Advisors, LLC	0.25%	Reduce -9.4%	1,709	$388K
Smith Chas P & Associates Pa Cpas	0.02%	No change	1,697	$385K
Shakespeare Wealth Management, LLC	0.10%	Reduce -16.1%	1,693	$384K
Stansberry Asset Management, LLC	0.04%	New	1,691	$384K
Empowered Funds, LLC	0.00%	Reduce -4.3%	1,679	$381K
Processus Wealth & Capital Management, LLC	0.23%	Reduce -7.8%	1,678	$381K
Mitchell McLeod Pugh & Williams Inc.	0.05%	Add +0.8%	1,675	$380K
Williams Jones Wealth Management, LLC.	0.00%	Add +12.8%	1,667	$379K
American Investment Services, Inc.	0.08%	No change	1,666	$378K
Permanent Capital Management, LP	0.05%	Add +7.4%	1,666	$378K
Seros Financial, LLC	0.20%	No change	1,663	$378K
Kingdom Financial Group LLC.	0.10%	Reduce -30.0%	1,660	$377K
United Community Bank	0.12%	Reduce -1.2%	1,652	$375K
Wimmer Associates 1, LLC	0.17%	No change	1,650	$375K
Fsa Wealth Partners, Inc.	0.09%	Reduce -9.4%	1,646	$374K
First County Bank	0.18%	No change	1,643	$373K
Old Peak Finance LLC	0.18%	Reduce -14.1%	1,640	$372K
Baker Tilly Wealth Management, LLC	0.08%	Add +0.1%	1,638	$372K
Colorado Capital Management, Inc.	0.13%	Reduce -25.0%	1,632	$371K
Stirlingshire Investments, Inc.	0.27%	Reduce -26.7%	1,632	$371K
Friday Financial	0.10%	No change	1,600	$369K
Navalign, LLC	0.09%	Reduce -0.7%	1,611	$366K
URS Advisory LLC	0.20%	Reduce -0.3%	1,610	$366K
Carnegie Investment Counsel	0.01%	Reduce -20.6%	1,608	$365K
ProVise Management Group, LLC	0.02%	Reduce -6.9%	1,600	$363K
Brooklyn FI, LLC	0.07%	No change	1,571	$362K
NWF Advisory Services Inc.	0.03%	Reduce -3.6%	1,591	$361K
Evergreen Capital Management LLC	0.01%	Reduce -11.0%	1,581	$359K
Paradigm, Strategies in Wealth Management, LLC	0.22%	No change	1,580	$359K
Fiducient Advisors LLC	0.05%	Reduce -21.0%	1,579	$359K
Timonier Family Office, LTD.	0.10%	—	1,573	$357K
VeraBank, N.A.	0.06%	Reduce -8.2%	1,569	$356K
Raab & Moskowitz Asset Management LLC	0.07%	Reduce -5.3%	1,555	$353K
Francis Financial, Inc.	0.06%	No change	1,553	$353K
McHugh Group, LLC	0.18%	No change	1,553	$353K
Bank of New Hampshire	0.07%	Reduce -6.1%	1,545	$351K
Aspen Investment Management Inc	0.09%	No change	1,541	$350K
Courage Miller Partners, LLC	0.09%	Reduce -0.4%	1,541	$350K
GAMMA Investing LLC	0.01%	Reduce -2.0%	1,537	$349K
Horizon Financial Services, LLC	0.13%	New	1,527	$347K
One Capital Management, LLC	0.01%	No change	1,635	$345K
Caitlin John, LLC	0.19%	No change	1,517	$344K
LifeSteps Financial, Inc.	0.16%	Add +49.6%	1,516	$344K
City Holding Co.	0.04%	No change	1,509	$343K
Sargent Investment Group, LLC	0.04%	No change	1,501	$341K
Monetary Management Group Inc.	0.07%	No change	1,500	$341K
KRS Capital Management, LLC	0.16%	No change	1,495	$339K
Beaumont Financial Advisors, LLC	0.02%	No change	1,494	$339K
Montchanin Asset Management, LLC	0.34%	No change	1,480	$336K
180 Wealth Advisors, LLC	0.03%	Reduce -8.4%	1,476	$335K
LaFleur & Godfrey LLC	0.04%	No change	1,475	$335K
Optivise Advisory Services LLC	0.17%	Reduce -15.9%	1,474	$335K
Pacific Sage Partners, LLC	0.05%	No change	1,472	$334K
Arkos Global Advisors	0.04%	Add +0.4%	1,471	$334K
Wealthquest Corp	0.02%	No change	1,466	$333K
Denver PWM, LLC	0.11%	Add +0.3%	1,397	$333K
Barrett & Company, Inc.	0.09%	No change	1,465	$333K
Fortis Advisors, LLC	0.16%	Reduce -6.7%	1,463	$332K
Oath Planning, LLC	0.25%	Add +0.3%	1,462	$332K
Gallacher Capital Management LLC	0.19%	Reduce -56.0%	1,459	$331K
BancFirst Trust & Investment Management	0.14%	Reduce -33.9%	1,456	$331K
Lantern Wealth Advisors, LLC	0.15%	Add +2.0%	1,448	$329K
Diversified Management Inc.	0.07%	Add +33.1%	1,446	$328K
Appleton Partners Inc.	0.02%	No change	1,440	$327K
BDFS Capital LLC	0.14%	Reduce -72.2%	1,436	$326K
Baldwin Wealth Partners LLC	0.02%	No change	1,435	$326K
Town Capital LLC	0.21%	Reduce -50.6%	1,434	$326K
Manchester Capital Management LLC	0.04%	Reduce -15.4%	1,433	$325K
Summit Financial Wealth Advisors, LLC	0.04%	No change	1,431	$325K
Fairview Capital Investment Management, LLC	0.02%	No change	1,428	$324K
Capital Advisor Network LLC	0.40%	Reduce -13.8%	1,418	$322K
Alpha Financial Partners LLC	0.17%	Add +12.3%	1,417	$322K
Parkside Financial Bank & Trust	0.02%	No change	1,415	$321K
Kendall Capital Management	0.05%	Reduce -2.3%	1,414	$321K
Evolution Wealth Advisors, LLC	0.04%	Reduce -3.1%	1,414	$321K
Strathmore Capital Advisors, Inc.	0.09%	Add +6.8%	1,390	$320K
Blue Chip Partners, LLC	0.02%	Add +0.1%	1,409	$320K
Cambridge Financial Group, LLC	0.10%	No change	1,408	$320K
Everhart Financial Group, Inc.	0.02%	Reduce -0.8%	1,408	$320K
Global Financial Private Client, LLC	0.09%	Reduce -26.8%	1,407	$319K
LFA - Lugano Financial Advisors SA	0.19%	No change	1,400	$318K
Black Swift Group, LLC	0.05%	No change	1,400	$318K
Archford Capital Strategies, LLC	0.03%	No change	1,399	$318K
Sage Financial Group Inc.	0.02%	Add +9.2%	1,397	$317K
Strategic Financial Partners, Ltd.	0.12%	New	1,396	$317K
Colton Groome Financial Advisors, LLC	0.08%	No change	1,395	$317K
Inspire Advisors, LLC	0.02%	Reduce -10.1%	1,387	$315K
Independence Bank of Kentucky	0.04%	No change	1,387	$315K
Kapstone Financial Advisors LLC	0.13%	Add +0.1%	1,382	$314K
Clark Asset Management, LLC	0.02%	Add +7.3%	1,380	$313K
Evolution Wealth Management Inc.	0.18%	Reduce -22.1%	1,379	$313K
Centennial Advisors, LLC	0.37%	New	1,377	$313K
Mountain Capital Investment Advisors Inc.	0.04%	Reduce -5.6%	1,371	$311K
First Interstate Bank	0.02%	No change	1,369	$311K
Partners in Financial Planning	0.05%	Add +0.1%	1,363	$309K
Sagespring Wealth Partners, LLC	0.00%	Reduce -12.6%	1,363	$309K
Compass Financial Management LLC	0.04%	—	1,355	$309K
West Branch Capital LLC	0.07%	No change	1,355	$308K
Evermay Wealth Management LLC	0.03%	No change	1,353	$307K
JTC Employer Solutions Trustee Ltd	0.02%	No change	1,353	$307K
Thrive Wealth Management, LLC	0.04%	Reduce -3.9%	1,345	$305K
Nalls Sherbakoff Group, LLC	0.22%	Add +0.1%	1,344	$305K
Prism Planning Partners LLC	0.32%	Reduce -4.1%	1,343	$305K
KMG Fiduciary Partners, LLC	0.03%	Reduce -96.3%	1,343	$305K
Sagace Wealth Management LLC	0.19%	No change	1,341	$304K
Correct Capital Wealth Management	0.05%	No change	1,334	$303K
Commonwealth Financial Services, LLC	0.04%	Reduce -0.1%	1,330	$302K
Novem Group	0.03%	Add +28.3%	1,329	$302K
Family Office Research LLC	0.11%	Add +0.1%	1,327	$301K
Goodwin Investment Advisory	0.61%	No change	1,324	$301K
Zions Bancorporation, National Association	0.02%	No change	1,318	$299K
TL Private Wealth	0.11%	Add +2.1%	1,293	$298K
RMR Wealth Builders	0.02%	Add +0.5%	1,314	$298K
Aufman Associates Inc	0.12%	No change	1,308	$297K
Synergy Investment Management, LLC	0.07%	Add +12.6%	1,307	$297K
Legacy Trust	0.05%	No change	1,304	$296K
Armstrong Advisory Group, Inc.	0.02%	No change	1,303	$296K
Copia Wealth Management	0.18%	Reduce -1.4%	1,300	$295K
Single Point Partners, LLC	0.05%	No change	1,299	$295K
Cottonwood Capital Advisors, LLC	0.18%	No change	1,293	$294K
Grove Bank & Trust	0.03%	No change	1,290	$293K
SYM FINANCIAL Corp	0.02%	No change	1,286	$292K
Silverlake Wealth Management LLC	0.06%	Reduce -1.4%	1,285	$292K
MMBG Investment Advisors Co.	0.02%	No change	1,275	$290K
Romano Brothers and Company	0.03%	No change	1,272	$289K
Oasis Advisors, LLC	0.19%	New	1,271	$289K
Campion Asset Management	0.18%	Reduce -11.4%	1,270	$288K
Chesapeake Wealth Management	0.08%	Reduce -3.3%	1,270	$288K
Compass Capital Corp. /Ma/	0.09%	No change	1,909	$288K
Berger Financial Group, Inc	0.01%	Add +8.0%	1,264	$287K
Parsons Capital Management Inc.	0.01%	Add +12.9%	1,264	$287K
Ullmann Wealth Partners Group, LLC	0.03%	New	1,264	$287K
Octavia Wealth Advisors, LLC	0.02%	Reduce -21.6%	1,263	$287K
Huntleigh Advisors, Inc.	0.04%	Add +1.0%	1,257	$285K
Genesee Capital Advisors, LLC	0.09%	Add +0.3%	1,254	$285K
Proactive Wealth Strategies LLC	0.05%	Reduce -10.8%	1,254	$285K
Legacy Financial Strategies, LLC	0.04%	Add +12.2%	1,252	$284K
Bangor Savings Bank	0.02%	Reduce -3.9%	1,252	$284K
Vernal Point Advisors, LLC	0.10%	No change	1,250	$284K
TrustWell Financial Advisors, LLC	0.24%	No change	1,249	$284K
Cim, LLC	0.04%	Add +1.0%	1,244	$282K
Hurlow Wealth Management Group, Inc.	0.06%	No change	1,240	$282K
Garden State Investment Advisory Services LLC	0.06%	No change	1,237	$281K
Putney Financial Group LLC	0.25%	No change	1,236	$281K
Ellevest, Inc.	0.03%	Add +0.4%	1,234	$280K
Hantz Financial Services, Inc.	0.00%	Add +11.3%	1,235	$280K
Cora Capital Advisors LLC	0.08%	No change	1,227	$279K
Fortress Private Ledger, LLC	0.08%	No change	1,223	$278K
Factor Wealth Management LTD	0.04%	Reduce -5.3%	1,223	$278K
Presidio Capital Management, LLC	0.07%	Add +28.0%	1,220	$277K
Islay Capital Management, LLC	0.13%	New	1,212	$275K
Fiduciary Group, LLC	0.02%	No change	1,210	$275K
Y-Intercept (Hong Kong) Ltd	0.01%	New	1,209	$275K
WoodTrust Financial Corp	0.03%	No change	1,203	$273K
Investment Partners Asset Management, Inc.	0.15%	No change	1,200	$272K
Capital Management Associates, Inc	0.05%	New	1,195	$271K
Walkner Condon Financial Advisors LLC	0.03%	New	1,194	$271K
Sageworth Trust Co of South Dakota	0.17%	No change	1,194	$271K
Webster Bank, N. A.	0.02%	No change	1,193	$271K
HM Payson & Co.	0.00%	No change	1,191	$270K
Balboa Wealth Partners	0.04%	Reduce -3.6%	1,190	$270K
Portland Global Advisors LLC	0.03%	No change	1,189	$270K
Victory Financial Group, LLC	0.03%	New	1,181	$268K
REAP Financial Group, LLC	0.05%	Reduce -0.3%	1,180	$268K
Prairie Advisory, LLC	0.06%	—	1,177	$267K
CWA Asset Management Group, LLC	0.01%	Reduce -21.3%	1,176	$267K
Cape Ann Savings Bank	0.13%	No change	1,176	$267K
Dakota Wealth Management	0.01%	Add +18.2%	1,174	$266K
Marietta Investment Partners LLC	0.05%	No change	1,162	$264K
David J Yvars Group	0.13%	Reduce -0.8%	1,162	$264K
Bestgate Wealth Advisors, LLC	0.42%	No change	1,158	$263K
Fiduciary Advisors, Inc.	0.18%	Reduce -0.6%	1,155	$262K
Simmons Bank	0.01%	Reduce -2.8%	1,151	$261K
Lazard Asset Management LLC	0.00%	No change	1,150	$261K
Mainstream Capital Management LLC	0.16%	Add +0.5%	1,149	$261K
Longview Financial Advisors, Inc.	0.15%	Add +0.4%	1,148	$261K
Western Financial Corp	0.08%	Reduce -19.3%	1,148	$261K
Hills Bank & Trust Co	0.01%	No change	1,146	$260K
Truefg, LLC	0.06%	No change	1,145	$260K
Mairs & Power Inc.	0.00%	No change	1,143	$260K
Rockwood Wealth Management, LLC	0.02%	Reduce -36.4%	1,135	$258K
Westover Capital Advisors, LLC	0.04%	No change	1,134	$257K
Corundum Trust Company, INC	0.69%	No change	1,130	$257K
Canvas Wealth Advisors, LLC	0.04%	Reduce -15.7%	1,130	$257K
Strategic Financial Services, Inc.	0.01%	No change	1,130	$257K
St Germain D J Co. Inc.	0.01%	No change	1,130	$257K
Signature Equity Partners, LLC	0.12%	Reduce -8.7%	1,119	$254K
Axim Planning & Wealth	0.36%	Reduce -6.4%	1,118	$254K
Richards, Merrill & Peterson, Inc.	0.08%	No change	1,113	$253K
Carlton Hofferkamp & Jenks Wealth Management, LLC	0.08%	No change	1,091	$252K
Zacks Investment Management	0.00%	Add +12.2%	1,105	$251K
Vanguard Capital Wealth Advisors	0.17%	New	1,100	$250K
Consilio Wealth Advisors, LLC	0.06%	New	1,098	$249K
Oarsman Capital, Inc.	0.03%	Reduce -5.6%	1,094	$248K
Realta Investment Advisors	0.08%	Reduce -5.5%	1,091	$248K
Vaughan David Investments LLC	0.00%	No change	1,088	$247K
Perspective Wealth Advisors LLC	0.14%	No change	1,087	$247K
Freedom Day Solutions, LLC	0.05%	New	1,085	$246K
Dickmeyer Boyce Financial Management, Inc.	0.13%	Reduce -8.5%	1,081	$245K
Tritonpoint Wealth, LLC	0.02%	No change	1,080	$245K
TritonPoint Partners, LLC	0.02%	New	1,080	$245K
CarsonAllaria Wealth Management, Ltd.	0.11%	Add +8.1%	1,076	$244K
Evolve Private Wealth, LLC	0.01%	Add +12.4%	1,073	$244K
Sage Financial Management Group, Inc.	0.07%	No change	1,071	$243K
Accretive Wealth Partners, LLC	0.06%	No change	1,068	$243K
Tailwinds Wealth, LLC	0.14%	New	1,067	$242K
Lane Brothers & Co. Inc.	0.16%	Reduce -1.3%	1,066	$242K
Acorn Wealth Advisors, LLC	0.06%	Reduce -11.7%	1,061	$241K
Segment Wealth Management, LLC	0.01%	No change	1,054	$239K
Harrell Investment Partners, LLC	0.05%	Reduce -23.6%	1,054	$239K
Certuity, LLC	0.01%	No change	1,053	$239K
GC Wealth Management RIA, LLC	0.01%	Reduce -53.1%	1,052	$239K
Manchester Financial Inc.	0.04%	Reduce -3.8%	1,050	$238K
Princeton Global Asset Management LLC	0.03%	Reduce -4.5%	1,050	$238K
Patten & Patten Inc.	0.01%	No change	1,048	$238K
Ni Acquisitions Company, LLC	0.10%	—	1,046	$238K
Burns J W & Co. Inc.	0.02%	New	1,044	$237K
TCI Wealth Advisors, Inc.	0.01%	No change	1,032	$234K
Axxcess Wealth Management, LLC	0.00%	New	1,024	$233K
Zullo Investment Group, Inc.	0.08%	No change	1,024	$233K
Silver Oak Advisory Group, Inc.	0.09%	No change	1,026	$232K
Aviance Capital Partners, LLC	0.02%	No change	1,020	$232K
Michael Brady & Co., LLC	0.20%	No change	1,018	$231K
Caldwell Trust Co	0.02%	Add +45.4%	1,018	$231K
Paulson Wealth Management Inc.	0.05%	Reduce -18.1%	1,017	$231K
Team Financial Group, LLC	0.10%	Add +5.1%	1,015	$230K
Elevation Wealth Partners, LLC	0.07%	Add +0.4%	1,014	$230K
Anb Bank	0.09%	Reduce -1.8%	1,011	$230K
Crumly & Associates Inc.	0.04%	No change	1,009	$229K
Stonebridge Financial Group, LLC	0.03%	—	1,012	$229K
Bienville Capital Management, LLC	0.03%	New	1,007	$229K
Shoker Investment Counsel, Inc.	0.06%	No change	1,001	$227K
One Charles Private Wealth Services, LLC	0.05%	Reduce -29.7%	1,000	$227K
Old Port Advisors	0.04%	No change	995	$226K
Stanich Group LLC	0.14%	New	995	$226K
Farringdon Capital, Ltd.	0.11%	New	991	$225K
Pennington Partners & Co., LLC	0.07%	No change	990	$225K
Benin Management CORP	0.05%	No change	990	$225K
Davis R M Inc.	0.00%	No change	982	$223K
Cove Private Wealth, LLC	0.04%	No change	982	$223K
Maple Capital Management, Inc.	0.01%	New	978	$222K
Ingalls & Snyder LLC	0.01%	No change	979	$222K
Richmond Investment Services, LLC	0.07%	Reduce -89.3%	977	$222K
NBH Bank	0.09%	—	975	$221K
Bridgewealth Advisory Group, LLC	0.04%	Add +0.4%	965	$219K
Pacific Asset Management, LLC	0.11%	Add +0.4%	964	$219K
Trinity Wealth Management, LLC	0.07%	Reduce -13.2%	964	$219K
Columbus Macro, LLC	0.02%	No change	964	$219K
Inscription Capital, LLC	0.02%	Add +0.4%	964	$219K
Castlekeep Investment Advisors LLC	0.11%	No change	963	$219K
IFC Advisors LLC	0.03%	Reduce -9.1%	958	$218K
Human Investing LLC	0.03%	No change	957	$217K
Mathes Company, Inc.	0.07%	No change	950	$216K
Alerus Financial NA	0.01%	No change	951	$216K
First Manhattan Co. Llc.	0.00%	New	947	$215K
Horizon Investments, LLC	0.00%	Reduce -50.0%	946	$215K
Ascension Capital Advisors, Inc.	0.06%	Reduce -8.2%	943	$214K
MOR Wealth Management, LLC	0.09%	New	942	$214K
Sound View Wealth Advisors Group, LLC	0.01%	New	933	$212K
Hollencrest Capital Management	0.01%	No change	931	$211K
FOCUS Wealth Advisors, LLC	0.10%	New	930	$211K
PDS Planning, Inc	0.01%	Reduce -2.3%	926	$210K
Strategic Wealth Partners, Ltd.	0.01%	Add +0.2%	925	$210K
Parthenon LLC	0.02%	New	925	$210K
Missouri Trust & Investment Co	0.06%	Reduce -26.2%	906	$210K
Ethos Financial Group, LLC	0.01%	Reduce -33.0%	924	$210K
Walser Wealth Management Company, A Ltd Liability Co	0.09%	Reduce -3.0%	922	$209K
Red Door Wealth Management, LLC	0.02%	New	921	$209K
Money Concepts Capital Corp.	0.01%	New	920	$209K
Howard Capital Management Group, LLC	0.01%	New	917	$208K
Strategic Wealth Investment Group, LLC	0.03%	New	916	$208K
Kraft, Davis & Associates, LLC	0.04%	No change	906	$207K
Earned Wealth Advisors, LLC	0.01%	Reduce -8.7%	913	$207K
Omnia Family Wealth, LLC	0.06%	New	913	$207K
Brown, Lisle/Cummings, Inc.	0.05%	No change	913	$207K
Baron Silver Stevens Financial Advisors, LLC	0.03%	New	911	$207K
Waterfront Wealth Inc.	0.03%	New	891	$205K
SevenBridge Financial Group, LLC	0.03%	New	868	$205K
Bluedoor Private Wealth, LLC	0.09%	New	900	$204K
Uniting Wealth Partners, LLC	0.04%	New	900	$204K
Asset One Wealth Management LLC	0.02%	Reduce -8.9%	886	$204K
Next Level Private LLC	0.04%	Reduce -21.4%	894	$203K
Sachem Hill LLC	0.04%	New	894	$203K
Arch Global Advisors, LLC	0.09%	Reduce -46.8%	892	$203K
Meridian Wealth Management, LLC	0.01%	Reduce -10.3%	891	$202K
Lazari Capital Management, Inc.	0.06%	New	890	$202K
Inlight Wealth Management, LLC	0.06%	No change	179,293	$202K
Optima Capital LLC	0.08%	New	888	$202K
Wiser Advisor Group LLC	0.22%	Add +0.3%	886	$201K
True North Advisors, LLC	0.02%	New	885	$201K
Vestia Personal Wealth Advisors	0.08%	New	883	$200K
55 North Private Wealth, LLC	0.04%	New	881	$200K
Trifecta Capital Advisors, LLC	0.03%	No change	874	$198K
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	869	$197K
Fairway Wealth LLC	0.04%	Reduce -36.4%	866	$197K
SHP Wealth Management	0.01%	Add +17.9%	864	$196K
Provident Wealth Management, LLC	0.05%	No change	852	$193K
Measured Wealth Private Client Group, LLC	0.05%	No change	850	$193K
Rossby Financial, LCC	0.03%	Reduce -18.5%	835	$190K
Ballast Advisors LLC	0.05%	No change	834	$189K
Mechanics Financial Corp	0.07%	No change	830	$188K
Financial Perspectives, Inc	0.05%	Add +0.2%	827	$188K
Dunhill Financial, LLC	0.04%	Add +0.3%	799	$182K
Raffa Wealth Management, LLC	0.02%	No change	786	$178K
Pittenger & Anderson Inc.	0.01%	Add +14.6%	784	$178K
Biltmore Family Office, LLC	0.02%	No change	756	$172K
ESL Trust Services, LLC	0.03%	New	753	$171K
Bogart Wealth, LLC	0.01%	Reduce -15.1%	741	$168K
Activest Wealth Management	0.03%	Reduce -80.4%	738	$168K
Legacy Bridge, LLC	0.05%	Reduce -0.1%	728	$165K
Millstone Evans Group, LLC	0.09%	No change	715	$162K
City State Bank	0.04%	No change	676	$153K
NFSG Corp	0.02%	Add +11083.3%	671	$152K
Stelac Advisory Services LLC	0.03%	No change	657	$149K
Tiaa Trust, National Association	0.01%	No change	657	$149K
Colonial Trust Co / SC	0.02%	Reduce -0.9%	651	$148K
Founders Capital Management	0.06%	Add +5.1%	638	$145K
Mascoma Wealth Management LLC	0.03%	No change	638	$145K
First Command Advisory Services, Inc.	0.00%	Reduce -85.0%	629	$143K
Triumph Capital Management	0.03%	Reduce -40.1%	621	$141K
Ankerstar Wealth, LLC	0.12%	Add +201.0%	617	$140K
Family Manage LLC	0.01%	No change	616	$140K
First PREMIER Bank	0.02%	No change	614	$139K
Topsail Wealth Management, LLC	0.02%	No change	604	$137K
DecisionPoint Financial, LLC	0.02%	Add +1.9%	584	$133K
Quest 10 Wealth Builders, Inc.	0.10%	Reduce -19.6%	583	$132K
Front Row Advisors LLC	0.04%	No change	560	$132K
Greykasell Wealth Strategies, Inc.	0.05%	No change	576	$131K
Buck Wealth Strategies, LLC	0.01%	New	574	$130K
Clark Wealth Partners	0.07%	No change	565	$128K
Financial Life Planners	0.08%	Add +0.4%	557	$126K
Align Financial, LLC	0.06%	No change	550	$125K
Napier Financial, LLC	0.03%	No change	550	$125K
Bullock Wealth Management Group	0.05%	Reduce -53.7%	542	$124K
Black Cypress Capital Management, LLC	0.08%	No change	539	$122K
TFC Financial Management, Inc.	0.01%	Add +0.4%	535	$122K
Darwin Wealth Management, LLC	0.03%	No change	516	$117K
Atlas Capital Advisors Inc.	0.01%	New	516	$117K
Foster Dykema Cabot & Partners, LLC	0.01%	No change	512	$116K
Tompkins Financial Corp.	0.01%	No change	495	$112K
Tradewinds Capital Management, LLC	0.02%	Reduce -9.9%	493	$112K
Morling Financial Advisors, LLC	0.03%	New	457	$104K
Belvedere Trading LLC	0.01%	New	454	$103K
Pillar Financial Advisors, LLC	0.05%	No change	450	$102K
McDonald Partners LLC	0.02%	New	437	$99K
WealthCollab, LLC	0.04%	No change	436	$99K
Ameriflex Group, Inc.	0.04%	Add +1.2%	428	$97K
TOP Private Wealth LLC.	0.09%	—	423	$96K
Silver Oak Securities, Incorporated	0.01%	New	417	$95K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.03%	No change	399	$91K
Advantage Trust Co	0.03%	No change	385	$87K
Register Financial Advisors LLC	0.03%	No change	384	$87K
Archer Investment Corp	0.02%	Add +6.7%	380	$86K
Simplex Trading, LLC	0.00%	New	379	$86K
First Pacific Financial	0.01%	Add +23.9%	378	$86K
Insight Inv LLC	0.04%	No change	376	$85K
Cordant, Inc.	0.03%	New	373	$85K
TIAA Wealth Investment Management LLC	0.00%	Add +29.9%	365	$83K
Rice Partnership, LLC	0.01%	Reduce -17.3%	364	$83K
Proffitt & Goodson Inc.	0.01%	Reduce -37.6%	362	$82K
Woodard & Co. Asset Management Group Inc.	0.01%	No change	359	$82K
CoreFirst Bank & Trust	0.04%	No change	355	$81K
IAG Wealth Partners, LLC	0.01%	No change	352	$80K
Murphy & Mullick Capital Management Corp	0.05%	No change	352	$80K
Advocate Investing Services LLC	0.06%	Add +146.8%	348	$79K
Regatta Research & Money Management	0.07%	—	345	$78K
Essential Partners LLC	0.04%	No change	345	$78K
Bernard Wealth Management Corp.	0.03%	No change	345	$78K
MassMutual Private Wealth & Trust, FSB	0.00%	No change	338	$77K
Beacon Investment Advisory Services, Inc.	0.00%	No change	337	$77K
Oakmont Advisory Group, LLC	0.06%	New	325	$74K
Tucker Asset Management LLC	0.02%	Reduce -21.6%	323	$73K
Financial Consulate, Inc.	0.01%	No change	316	$72K
Decker Retirement Planning Inc.	0.02%	New	315	$72K
Turim 21 Investimentos Ltda.	0.01%	No change	929	$72K
Strive Financial Group ,LLC	0.03%	Add +118.3%	310	$70K
Cornerstone National Bank & Trust Co	0.02%	No change	305	$69K
Paladin Advisory Group, LLC	0.05%	No change	302	$69K
Western Pacific Wealth Management, LP	0.06%	No change	301	$68K
Hamilton Point Investment Advisors, LLC	0.01%	No change	294	$67K
Fourth Dimension Wealth, LLC	0.02%	Add +45.0%	290	$66K
JPL Wealth Management, LLC	0.01%	New	284	$64K
Montgomery Financial Services LLC	0.06%	—	281	$64K
Morgan Dempsey Capital Management LLC	0.03%	No change	280	$64K
Steigerwald, Gordon & Koch Inc.	0.01%	No change	276	$63K
Cordgrass Capital Advisors, LLC	0.02%	No change	271	$62K
Burk Holdings LLC	0.02%	No change	269	$61K
Nemes Rush Group LLC	0.01%	Add +0.4%	267	$61K
Roxbury Financial LLC	0.05%	No change	262	$60K
Gunpowder Capital Management, LLC dba Oliver Wealth Management	0.04%	No change	261	$59K
American National Bank & Trust	0.00%	No change	254	$58K
Institute for Wealth Management, LLC.	0.01%	New	254	$58K
Crews Bank & Trust	0.01%	Reduce -69.6%	234	$53K
Allspring Global Investments Holdings, LLC	0.00%	New	231	$53K
Ascentis Independent Advisors	0.14%	Reduce -96.8%	233	$53K
Burnham & Co LLC	0.04%	—	225	$51K
HHM Wealth Advisors, LLC	0.01%	No change	225	$51K
Rosenberg Matthew Hamilton	0.01%	Reduce -22.2%	217	$49K
Concord Wealth Partners	0.01%	New	217	$49K
Cherry Tree Wealth Management, LLC	0.01%	No change	212	$48K
Rossmore Private Capital	0.00%	No change	211	$48K
Smallwood Wealth Investment Management, LLC	0.02%	No change	209	$47K
Abound Financial, LLC	0.02%	No change	202	$46K
JNBA Financial Advisors	0.00%	No change	200	$45K
First Bancorp, Inc	0.02%	New	200	$45K
Duncker Streett & Co. Inc.	0.01%	No change	200	$45K
Morse Asset Management, Inc	0.01%	No change	200	$45K
Atwood & Palmer Inc.	0.00%	Add +0.5%	196	$45K
Peck Wealth Management, LLC	0.04%	No change	194	$44K
Graney & King, LLC	0.02%	No change	193	$44K
Keating Financial Advisory Services, Inc.	0.01%	Add +12.9%	192	$44K
Pension & Wealth Management Advisors, Inc.	0.01%	Reduce -3.3%	177	$40K
Knuff & Co LLC	0.01%	No change	175	$40K
one8zero8, LLC	0.01%	New	175	$40K
Forum Finance Group S.A.	0.01%	No change	210	$39K
TrustBank	0.01%	No change	171	$39K
Indiana Trust & Investment Management Co	0.01%	Reduce -11.5%	169	$38K
TD Capital Management LLC	0.00%	Reduce -28.4%	169	$38K
Spectrum Wealth Advisory Group, LLC	0.01%	New	168	$38K
Sankala Group LLC	0.03%	No change	159	$38K
Walsh & Associates, LLC	0.03%	Add +39.0%	164	$37K
Harbor Asset Planning, Inc.	0.03%	Add +0.7%	156	$35K
Vima LLC	0.04%	—	155	$35K
Guardian Partners Inc.	0.00%	New	155	$35K
Colony Family Offices, LLC	0.01%	No change	154	$35K
Kentucky Trust Co	0.02%	No change	150	$34K
Hamrick Investment Counsel, llc	0.02%	Reduce -59.6%	140	$32K
Hurley Capital, LLC	0.02%	Add +0.8%	131	$30K
Avion Wealth	0.01%	No change	130	$29K
RMG Wealth Management LLC	0.00%	No change	120	$28K
Townsend Asset Management Corp. /NC/	0.01%	No change	123	$28K
Financial Gravity Companies, Inc.	0.00%	—	120	$27K
Davis Capital Management	0.02%	No change	112	$25K
Abound Wealth Management	0.01%	No change	112	$25K
Frazier Financial Advisors, LLC	0.01%	No change	111	$25K
Gilpin Wealth Management, LLC	0.02%	Reduce -4.3%	110	$25K
Cedar Mountain Advisors, LLC	0.00%	Add +0.9%	110	$25K
Birchwood Financial Partners, Inc.	0.02%	Reduce -34.5%	110	$25K
Westside Investment Management, Inc.	0.00%	Add +40.0%	105	$24K
Hilton Head Capital Partners, LLC	0.01%	Reduce -12.5%	105	$24K
Community Financial Services Group, LLC	0.00%	No change	100	$23K
Bayban	0.02%	No change	100	$23K
Fortis Group Advisors, LLC	0.00%	No change	100	$23K
Truvestments Capital LLC	0.00%	No change	100	$23K
Great Lakes Advisors, LLC	0.00%	Add +708.3%	97	$22K
Sfam, LLC	0.02%	No change	96	$22K
DB Fitzpatrick & Co, Inc	0.02%	No change	95	$22K
Hartford Financial Management Inc.	0.00%	No change	93	$21K
Pinney & Scofield, Inc.	0.01%	Reduce -4.4%	87	$20K
Financial Management Professionals, Inc.	0.00%	No change	85	$19K
MRP Capital Investments, LLC	0.01%	No change	76	$17K
Halbert Hargrove Global Advisors, LLC	0.00%	No change	75	$17K
Bellevue Asset Management, LLC	0.01%	No change	74	$17K
10Elms LLP	0.01%	New	74	$17K
Orion Capital Management LLC	0.01%	Add +46.0%	73	$17K
Toth Financial Advisory Corp.	0.00%	No change	71	$16K
Coastline Trust Co	0.00%	No change	70	$16K
Networth Advisors, LLC	0.01%	Reduce -36.8%	67	$15K
Colonial Trust Advisors	0.00%	No change	65	$15K
Timmons Wealth Management, LLC	0.01%	No change	65	$15K
Wolff Wiese Magana LLC	0.01%	No change	64	$15K
Trust Co	0.00%	No change	63	$14K
Addison Advisors LLC	0.01%	Reduce -75.3%	61	$14K
Field & Main Bank	0.00%	No change	61	$14K
Chesapeake Asset Management LLC	0.01%	No change	61	$14K
NorthAvenue LLC	0.01%	Reduce -32.6%	60	$14K
Fairman Group, LLC	0.01%	New	58	$13K
Valley Wealth Managers, Inc.	0.00%	No change	57	$13K
Southern Michigan Bank & Trust	0.00%	No change	55	$12K
Collier Financial	0.01%	Add +2.1%	49	$11K
Signature Resources Capital Management, LLC	0.00%	Add +95.8%	47	$11K
Bruce G. Allen Investments, LLC	0.01%	No change	46	$10K
Imprint Wealth LLC	0.04%	Reduce -95.6%	44	$10K
United Financial Planning Group LLC	0.00%	No change	42	$10K
Investors Research Corp	0.00%	No change	41	$9K
McGuire Capital Advisors Inc.	0.00%	New	37	$8K
Wilkerson Advisory Group LLC	0.00%	New	37	$8K
Sims Investment Management, LLC	0.00%	New	36	$8K
Robinswood Financial LLC	0.00%	Reduce -31.9%	32	$7K
Chapman Financial Group, LLC	0.00%	No change	28	$6K
Richard W. Paul & Associates, LLC	0.00%	New	26	$6K
Clean Yield Group	0.00%	New	24	$5K
Gill Capital Partners, LLC	0.00%	No change	23	$5K
Pin Oak Investment Advisors Inc.	0.00%	No change	20	$5K
Center for Financial Planning, Inc.	0.00%	No change	22	$5K
Cheviot Value Management, LLC	0.00%	No change	22	$5K
Peachtree Investment Partners, LLC	0.00%	Reduce -62.7%	22	$5K
Chelsea Counsel Co.	0.00%	No change	20	$5K
University of Texas/Texas Am Investment Management Co.	0.00%	No change	20	$5K
Nova Wealth Management, Inc.	0.00%	No change	15	$3K
Proathlete Wealth Management LLC	0.00%	No change	13	$3K
Midwest Capital Advisors, LLC	0.00%	No change	13	$3K
Wealth Enhancement Trust Services, Inc.	0.00%	New	13	$3K
Pursuit Wealth Strategies, LLC	0.00%	New	12	$3K
Main Street Group, LTD	0.00%	No change	12	$3K
XP Advisory US, Inc.	0.00%	—	11	$2K
Timbuktu Capital Management, LLC	0.00%	—	9	$2K
Optiver Holding B.V.	0.00%	New	7	$2K
Vision Financial Markets LLC	0.00%	No change	6	$1K
Valley National Advisers Inc.	0.00%	New	4	$909
Bfsg, LLC	0.00%	No change	3	$682
Banque Cantonale Vaudoise	0.00%	Add +91.7%	2,340	$531

"% 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.