iShares Russell 2000 Value EIWNETF
13F holders, Q1 2024 (March 31)952holders
6famous investors
$158.64avg. 13F price*
At the end of Q1 2024, 952 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings. The largest holders were Bank of America Corp. ($991.6M), Morgan Stanley ($964.1M) and Tiaa Trust, National Association ($410.6M). 6 famous investors held it, including Jeff Smith (5.6% of Starboard Value's portfolio), John W. Rogers Jr. (0.1% of Ariel Investments's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Russell 2000 Value E
- CUSIP
- 464287630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $84.5M |
| Exits | 93 | $388.8M |
Ownership 952 holders
| Bank of America Corp. | 0.10% | Add +7.0% | 6,244,220 | $991.6M |
| Morgan Stanley | 0.08% | Reduce -0.4% | 6,070,561 | $964.1M |
| Tiaa Trust, National Association | 1.26% | Add +5.0% | 2,585,388 | $410.6M |
| Jones Financial Companies LLLP | 0.51% | Add +3.5% | 2,345,930 | $372.6M |
| Envestnet Asset Management Inc. | 0.12% | Add +2.2% | 1,948,531 | $309.4M |
| Starboard Value | 5.63% | Reduce -5.5% | 1,705,000 | $270.8M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -8.5% | 1,352,326 | $214.8M |
| Commonwealth Equity Services, LLC | 0.32% | Reduce -0.4% | 1,203,819 | $191.2M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -0.1% | 1,202,322 | $190.9M |
| UBS Group AG | 0.06% | Add +0.1% | 1,068,179 | $169.6M |
| D.A. Davidson & Co. | 1.46% | Add +1.5% | 1,016,936 | $161.5M |
| Wells Fargo & Company | 0.04% | Reduce -17.6% | 962,793 | $152.9M |
| Betterment LLC | 0.40% | Reduce -4.7% | 933,000 | $148.2M |
| M&T Bank Corp | 0.51% | Add +24.7% | 916,060 | $145.5M |
| Alaska Permanent Fund Corp | 1.99% | Reduce -3.6% | 850,047 | $135.0M |
| Northern Trust Corp. | 0.02% | Reduce -1.4% | 803,327 | $127.6M |
| LPL Financial LLC | 0.06% | Add +2.6% | 753,757 | $119.7M |
| US Bancorp \de | 0.16% | Add +3.3% | 714,255 | $113.4M |
| JPMorgan Chase & Co. | 0.01% | Add +1.9% | 681,582 | $108.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +6.5% | 572,202 | $90.9M |
| Cassaday & Co Wealth Management LLC | 2.93% | Add +2.3% | 567,513 | $90.1M |
| Royal Bank of Canada | 0.02% | Add +2.1% | 489,896 | $77.8M |
| Bailard, Inc. | 2.14% | Add +1583.1% | 488,393 | $77.6M |
| Allspring Global Investments Holdings, LLC | 0.12% | Add +34.7% | 483,223 | $76.7M |
| Victory Capital Management Inc. | 0.08% | Reduce -19.0% | 479,300 | $76.1M |
| Commerce Bank | 0.43% | Add +1.7% | 413,735 | $65.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -13.1% | 395,044 | $62.7M |
| Jasper Ridge Partners, L.P. | 1.93% | Reduce 0.0% | 386,668 | $61.4M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +37.8% | 359,351 | $57.1M |
| Raymond James & Associates | 0.04% | Add +46.3% | 354,748 | $56.3M |
| Badgley Phelps Wealth Managers, LLC | 1.40% | Add +0.9% | 353,363 | $56.1M |
| Facet Wealth, Inc. | 1.89% | Add +9.9% | 359,875 | $56.0M |
| Picton Mahoney Asset Management | 2.17% | Add +103.1% | 325,175 | $51.6M |
| Sei Investments Co. | 0.07% | Reduce -7.4% | 317,478 | $50.4M |
| AMG National Trust Bank | 1.45% | Reduce -2.0% | 312,347 | $49.6M |
| HighTower Advisors, LLC | 0.08% | Reduce -7.4% | 298,612 | $47.4M |
| Whittier Trust Co. | 0.69% | Add +0.3% | 297,785 | $47.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +6.8% | 272,521 | $43.3M |
| Brown Advisory Inc. | 0.06% | Reduce -15.4% | 265,611 | $42.2M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -20.7% | 253,418 | $40.2M |
| Waldron Private Wealth LLC | 1.77% | Reduce -13.0% | 247,211 | $39.3M |
| MAI Capital Management | 0.40% | Add +0.2% | 243,245 | $38.6M |
| Pathstone Holdings, LLC | 0.18% | Reduce -1.0% | 241,901 | $38.4M |
| Comprehensive Financial Management LLC | 1.18% | No change | 230,481 | $36.6M |
| Stephens Group Asset Management, LLC | 3.26% | Add +0.7% | 225,060 | $35.7M |
| Cetera Investment Advisers | 0.08% | Add +211.6% | 223,660 | $35.5M |
| Choreo, LLC | 0.90% | Add +1.3% | 221,827 | $35.2M |
| Pacific Life Fund Advisors LLC | 3.39% | Reduce -5.9% | 217,693 | $34.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -25.8% | 217,339 | $34.5M |
| Citigroup Inc. | 0.04% | Add +62.7% | 215,424 | $34.2M |
| Focus Partners Wealth | 0.28% | Add +243.5% | 213,873 | $34.0M |
| Truist Financial Corp. | 0.05% | Reduce -5.1% | 212,237 | $33.7M |
| BlackRock Inc. | 0.00% | Reduce -15.7% | 194,524 | $30.9M |
| Bank of Montreal | 0.01% | Reduce -2.2% | 182,472 | $29.0M |
| Mariner, LLC | 0.06% | Reduce -13.5% | 172,339 | $27.4M |
| Whittier Trust Co. of Nevada Inc. | 0.75% | Add +1.8% | 165,174 | $26.2M |
| Quadrature Capital Ltd | 0.45% | New | 164,101 | $26.1M |
| Castleark Management LLC | 1.08% | No change | 163,710 | $26.0M |
| Modera Wealth Management, LLC | 0.39% | Reduce -0.9% | 162,910 | $25.9M |
| Courier Capital LLC | 1.67% | Reduce -1.0% | 145,572 | $23.1M |
| Duff & Phelps Investment Management Co. | 0.27% | No change | 143,990 | $22.9M |
| SVB Wealth LLC | 0.51% | Reduce -10.4% | 143,362 | $22.8M |
| Johnson Investment Counsel Inc. | 0.25% | Add +3.8% | 143,049 | $22.7M |
| Corient Private Wealth LP | 0.04% | Add +1.7% | 140,299 | $22.3M |
| Arax Advisory Partners | 2.31% | Reduce -2.0% | 137,702 | $21.9M |
| Stephens Inc. | 0.33% | Reduce -29.0% | 133,981 | $21.3M |
| Prudential Financial Inc. | 0.03% | Reduce -1.4% | 123,883 | $19.7M |
| FMR LLC | 0.00% | Add +13.8% | 122,848 | $19.5M |
| Comerica Bank | 0.08% | Add +0.3% | 117,358 | $18.6M |
| Shapiro Capital Management LLC | 0.49% | Add +4642.9% | 116,864 | $18.6M |
| Fiduciary Trust Co | 0.27% | Reduce -1.6% | 112,011 | $17.8M |
| Gendell Jeffrey L | 0.69% | Add +36.6% | 111,876 | $17.8M |
| Two Sigma Investments, LP | 0.04% | Reduce -19.7% | 111,000 | $17.6M |
| Vestcor Inc | 0.60% | No change | 110,500 | $17.5M |
| Zhang Financial LLC | 1.30% | Reduce -2.2% | 110,189 | $17.5M |
| Wellington Management Group LLP | 0.00% | Add +51.0% | 109,997 | $17.5M |
| Covenant Partners, LLC | 5.07% | Reduce -4.7% | 109,497 | $17.4M |
| Savant Capital, LLC | 0.20% | Reduce -0.7% | 109,042 | $17.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -43.4% | 107,779 | $17.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -17.1% | 105,809 | $16.8M |
| Moneta Group Investment Advisors LLC | 0.27% | Add +38.3% | 105,312 | $16.7M |
| Fifth Third Bancorp | 0.07% | Reduce -10.6% | 104,922 | $16.7M |
| Franklin Resources Inc. | 0.01% | Add +47.7% | 103,253 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -21.1% | 100,333 | $15.9M |
| New South Capital Management Inc. | 0.62% | Add +27.5% | 92,910 | $14.8M |
| Public Employees Retirement System of Ohio | 0.06% | Add +35.7% | 92,860 | $14.7M |
| Captrust Financial Advisors | 0.05% | Reduce -36.6% | 92,102 | $14.6M |
| Synovus Financial Corp. | 0.19% | Reduce -4.6% | 91,795 | $14.6M |
| Waverly Advisors, LLC | 0.34% | Add +19.8% | 91,602 | $14.5M |
| Aspiriant, LLC | 0.60% | Reduce -3.2% | 91,402 | $14.5M |
| Cerity Partners LLC | 0.04% | Add +2.1% | 87,658 | $13.9M |
| Avantax Planning Partners, Inc. | 0.45% | Reduce -85.2% | 87,026 | $13.8M |
| Stifel Financial Corp. | 0.02% | Reduce -16.9% | 85,287 | $13.5M |
| Flaharty Asset Management, LLC | 2.00% | Reduce -2.8% | 84,952 | $13.5M |
| Thompson Siegel & Walmsley LLC | 0.20% | Reduce -7.7% | 82,733 | $13.1M |
| Creative Planning | 0.01% | Add +5.2% | 82,674 | $13.1M |
| D. E. Shaw & Co. | 0.02% | New | 82,225 | $13.1M |
| CHURCHILL MANAGEMENT Corp | 0.16% | New | 80,104 | $12.7M |
| Alliancebernstein L.P. | 0.00% | Add +1.5% | 77,872 | $12.4M |
| Aristotle Capital Boston, LLC | 0.38% | Reduce -29.1% | 77,864 | $12.4M |
| Powell Investment Advisors, LLC | 6.47% | Reduce -0.8% | 77,076 | $12.2M |
| CW Advisors, LLC | 0.21% | Reduce -0.3% | 75,870 | $12.0M |
| Barclays PLC | 0.01% | Add +452.6% | 74,839 | $11.9M |
| BNP Paribas Financial Markets | 0.01% | Add +15.7% | 74,571 | $11.8M |
| Sonata Capital Group Inc. | 5.32% | Reduce -9.0% | 73,675 | $11.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -8.0% | 71,279 | $11.3M |
| Hillcrest Wealth Advisors - NY, LLC | 6.09% | Reduce -8.5% | 70,755 | $11.2M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +5.8% | 70,191 | $11.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +3.0% | 67,905 | $10.8M |
| Keybank National Association | 0.04% | Reduce -2.5% | 65,133 | $10.3M |
| LBJ Family Wealth Advisors, Ltd. | 6.48% | Add +0.2% | 64,260 | $10.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -56.5% | 64,165 | $10.2M |
| Harbor Investment Advisory, LLC | 1.06% | Reduce -2.5% | 63,638 | $10.1M |
| TD Waterhouse Canada Inc. | 0.08% | Add +10.2% | 52,515 | $10.1M |
| Performa Ltd (US), LLC | 4.41% | Reduce -17.0% | 63,184 | $10.0M |
| Azarias Capital Management, L.P. | 4.20% | Add +11.8% | 63,093 | $10.0M |
| Blair William & Co. | 0.03% | Add +10.3% | 62,962 | $10.0M |
| First Horizon Advisors, Inc. | 0.31% | Reduce -12.6% | 62,469 | $9.9M |
| Glenmede Trust Co. NA | 0.05% | Reduce -4.6% | 61,367 | $9.7M |
| State Street Corp. | 0.00% | Add +17.2% | 61,300 | $9.7M |
| RTD Financial Advisors, Inc. | 1.31% | Reduce -1.8% | 61,195 | $9.7M |
| Carolinas Wealth Consulting LLC | 1.91% | Reduce -1.7% | 60,968 | $9.7M |
| Strategic Wealth Partners Group, LLC | 1.05% | Reduce -0.3% | 59,679 | $9.5M |
| Crestone Asset Management LLC | 1.91% | Add +3.5% | 59,665 | $9.5M |
| Assetmark, Inc. | 0.03% | Add +3538.9% | 57,204 | $9.1M |
| FSA Wealth Management LLC | 3.88% | Add +3.5% | 56,195 | $8.9M |
| One Capital Management, LLC | 0.32% | Reduce -2.7% | 55,561 | $8.8M |
| Royce & Associates LP | 0.08% | Reduce -4.2% | 55,537 | $8.8M |
| CIBC Private Wealth Group LLC | 0.02% | Add +6.3% | 55,968 | $8.8M |
| Mma Asset Management LLC | 4.03% | Reduce -27.9% | 55,260 | $8.6M |
| Allworth Financial LP | 0.06% | Reduce -0.1% | 53,374 | $8.5M |
| Pure Financial Advisors, LLC | 0.26% | Add +1.1% | 53,248 | $8.5M |
| CM Wealth Advisors LLC | 2.34% | Add +10.4% | 52,657 | $8.2M |
| Brooklyn FI, LLC | 3.37% | Add +1.8% | 51,565 | $8.2M |
| Peapack Gladstone Financial Corp. | 0.12% | Reduce -10.2% | 50,237 | $8.0M |
| HSBC Holdings PLC | 0.01% | Add +1.2% | 50,168 | $8.0M |
| Vaughan Nelson Investment Management, L.P. | 0.07% | Reduce -21.4% | 49,935 | $7.9M |
| Wealthspire Advisors, LLC | 0.10% | Add +5.7% | 49,581 | $7.9M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -3.6% | 47,359 | $7.5M |
| Kestra Advisory Services, LLC | 0.05% | Add +1.9% | 46,522 | $7.4M |
| Marion Wealth Management | 2.20% | Reduce -0.0% | 46,418 | $7.4M |
| Cresset Asset Management, LLC | 0.04% | Add +48.6% | 46,189 | $7.3M |
| Buckingham Strategic Wealth, LLC | 0.08% | Add +4.9% | 45,809 | $7.3M |
| Corundum Group, Inc. | 3.44% | Reduce -0.4% | 44,912 | $7.1M |
| Venture Visionary Partners LLC | 0.34% | Add +0.8% | 44,490 | $7.1M |
| TD Asset Management Inc | 0.01% | Add +0.5% | 44,015 | $7.0M |
| Ariel Investments | 0.06% | Reduce -9.5% | 41,040 | $6.5M |
| Ssi Investment Management LLC | 2.47% | Add +21.1% | 39,269 | $6.2M |
| Sierra Capital LLC | 0.81% | Add +0.2% | 38,910 | $6.2M |
| Brookstone Capital Management | 0.11% | Reduce -2.9% | 37,909 | $6.0M |
| HB Wealth Management, LLC | 0.07% | Add +5.9% | 37,167 | $5.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -4.5% | 35,745 | $5.7M |
| Wesbanco Bank Inc. | 0.21% | Reduce -1.3% | 35,827 | $5.7M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -21.9% | 35,696 | $5.7M |
| Hancock Whitney Corp. | 0.19% | Add +0.0% | 35,118 | $5.6M |
| Independent Family Office, LLC | 2.98% | No change | 34,985 | $5.6M |
| Focus Partners Advisor Solutions, LLC | 0.16% | Add +350.9% | 34,807 | $5.5M |
| Viewpoint Capital Management LLC | 3.43% | Add +2.5% | 34,023 | $5.4M |
| Oxford Financial Group, LTD. LLC | 0.37% | Reduce -0.7% | 33,920 | $5.4M |
| Oldfather Financial Services, LLC | 2.21% | Add +2.0% | 33,848 | $5.4M |
| Heck Capital Advisors, LLC | 0.78% | Reduce -47.2% | 32,390 | $5.1M |
| Droms Strauss Advisors Inc. /Mo/ | 1.86% | Reduce -0.7% | 32,007 | $5.1M |
| XML Financial, LLC | 0.52% | Add +3.2% | 31,934 | $5.1M |
| Northeast Financial Consultants Inc | 0.25% | Add +0.0% | 31,930 | $5.1M |
| Heron Bay Capital Management | 1.05% | No change | 31,091 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.0% | 30,990 | $4.9M |
| MML Investors Services, LLC | 0.02% | Reduce -3.1% | 30,902 | $4.9M |
| Earnest Partners LLC | 0.02% | Reduce -59.4% | 30,389 | $4.8M |
| Tocqueville Asset Management L.P. | 0.08% | Add +0.6% | 30,114 | $4.8M |
| Archvest Wealth Advisors, Inc. | 3.24% | Add +2.8% | 29,213 | $4.6M |
| McLean Asset Management Corp | 1.57% | Reduce -0.4% | 29,249 | $4.6M |
| Titleist Asset Management, LLC | 0.78% | Reduce -7.7% | 28,130 | $4.5M |
| Whitegate Investment Counselors, Inc. | 1.25% | Add +0.0% | 27,849 | $4.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -11.8% | 27,729 | $4.4M |
| Segall Bryant & Hamill, LLC | 0.08% | Add +6.8% | 27,489 | $4.4M |
| Cwm, LLC | 0.02% | Add +179.4% | 27,277 | $4.3M |
| NewEdge Advisors, LLC | 0.04% | Add +9.7% | 26,892 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +206.0% | 26,646 | $4.2M |
| Noble Family Wealth, LLC | 1.20% | Reduce -0.8% | 26,464 | $4.2M |
| Financial Synergies Wealth Advisors, Inc. | 0.55% | Add +2.6% | 26,461 | $4.2M |
| Lwmg, LLC | 0.96% | Add +16.3% | 26,124 | $4.1M |
| United Asset Strategies, Inc. | 0.41% | Add +103.0% | 25,746 | $4.1M |
| Parkside Financial Bank & Trust | 0.65% | Add +0.2% | 25,506 | $4.1M |
| Bare Financial Services, Inc | 3.84% | Add +37.7% | 26,824 | $4.0M |
| Bokf, NA | 0.07% | Reduce -5.2% | 25,366 | $4.0M |
| Harbour Investments, Inc. | 0.14% | Add +23.2% | 24,240 | $3.8M |
| Interactive Financial Advisors, Inc. | 2.11% | Add +649.7% | 23,989 | $3.8M |
| Atlas Capital Advisors Inc. | 0.59% | Add +69.8% | 23,911 | $3.8M |
| SCS Capital Management LLC | 0.08% | No change | 23,791 | $3.8M |
| Bishop & Co Investment Management, LLC | 1.54% | Reduce -47.4% | 23,477 | $3.7M |
| Equitable Holdings, Inc. | 0.04% | Reduce -5.4% | 23,415 | $3.7M |
| Prosperity Planning, Inc. | 1.79% | Reduce -0.3% | 23,233 | $3.7M |
| First Citizens Bank & Trust Co. | 0.07% | Add +1240.7% | 22,818 | $3.6M |
| Leeward Investments, LLC - MA | 0.16% | Reduce -59.0% | 22,746 | $3.6M |
| Foundation Wealth Management, LLC | 2.94% | Add +2.5% | 22,699 | $3.6M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -0.0% | 22,550 | $3.6M |
| Financial Counselors Inc. | 0.06% | Reduce -8.7% | 22,341 | $3.5M |
| German American Bancorp, Inc. | 0.42% | Add +1.0% | 22,104 | $3.5M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -66.5% | 21,932 | $3.5M |
| Raymond James Trust N.A. | 0.08% | Add +6.1% | 21,709 | $3.4M |
| Northwest Wealth Management, LLC | 0.94% | Reduce -28.9% | 21,539 | $3.4M |
| Investment Partners, LTD. | 1.52% | Add +1.0% | 21,099 | $3.4M |
| Atlas Brown,Inc. | 1.21% | Add +0.3% | 20,856 | $3.3M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -82.8% | 20,154 | $3.2M |
| City Holding Co. | 0.48% | No change | 20,086 | $3.2M |
| Nixon Capital, LLC | 1.22% | New | 20,000 | $3.2M |
| Country Club Bank | 0.22% | Reduce -4.2% | 19,928 | $3.2M |
| Texas Yale Capital Corp. | 0.14% | No change | 19,869 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +9.5% | 19,762 | $3.1M |
| Stevens Capital Partners | 1.86% | Reduce -2.3% | 19,637 | $3.1M |
| Tobias Financial Advisors, Inc. | 0.70% | Reduce -3.7% | 19,489 | $3.1M |
| Vance Wealth, LLC | 1.23% | Add +2.0% | 19,371 | $3.1M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -4.3% | 19,339 | $3.1M |
| Integrated Investment Consultants, LLC | 0.84% | Reduce -1.4% | 19,311 | $3.1M |
| First Hawaiian Bank | 0.09% | Add +19.5% | 19,179 | $3.0M |
| CENTRAL TRUST Co | 0.07% | Reduce -48.9% | 18,914 | $3.0M |
| Visionary Wealth Advisors | 0.20% | Reduce -4.4% | 18,535 | $2.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.09% | Add +1.5% | 17,761 | $2.8M |
| Central Pacific Bank - Trust Division | 0.37% | — | 17,885 | $2.8M |
| FMA Wealth Management, LLC | 2.32% | Add +0.1% | 17,650 | $2.8M |
| Credit Suisse AG/ | 0.00% | Reduce -30.3% | 17,446 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -33.5% | 17,173 | $2.7M |
| Weinberger Asset Management, Inc | 1.30% | Reduce -0.5% | 16,928 | $2.7M |
| Bridges Investment Management Inc. | 0.08% | Reduce -10.4% | 16,697 | $2.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +3.7% | 16,544 | $2.6M |
| Financial Advocates Investment Management | 0.15% | Add +3217.2% | 71,519 | $2.6M |
| Concentric Wealth Management, LLC | 0.67% | Reduce -1.1% | 15,961 | $2.5M |
| Asset Management Group, Inc. | 0.38% | Add +0.3% | 15,805 | $2.5M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -5.9% | 15,632 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -3.4% | 15,604 | $2.5M |
| UMB Bank, n.a. | 0.04% | Reduce -2.2% | 15,565 | $2.5M |
| St. Louis Trust Co | 0.38% | No change | 15,710 | $2.4M |
| Falcon Wealth Planning | 0.38% | Reduce -4.8% | 15,281 | $2.4M |
| Wealth Architects, LLC | 0.32% | Add +0.4% | 15,239 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -11.6% | 15,164 | $2.4M |
| Global Retirement Partners, LLC | 0.09% | Add +26.3% | 14,995 | $2.4M |
| Alera Investment Advisors, LLC | 0.31% | Reduce -8.7% | 14,349 | $2.3M |
| Graves Light Lenhart Wealth, Inc. | 0.26% | Reduce -37.5% | 14,309 | $2.3M |
| Carnegie Investment Counsel | 0.07% | Reduce -69.8% | 14,085 | $2.2M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -1.9% | 14,041 | $2.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -51.4% | 14,040 | $2.2M |
| Windward Private Wealth Management Inc. | 0.90% | Reduce -1.1% | 13,798 | $2.2M |
| Lowe Brockenbrough & Co. Inc. | 0.15% | Reduce -3.7% | 13,781 | $2.2M |
| Hardy Reed LLC | 0.27% | Add +3.1% | 13,728 | $2.2M |
| Portfolio Strategies, Inc. | 0.15% | New | 13,728 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.2% | 13,286 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.14% | No change | 13,283 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.08% | — | 13,112 | $2.1M |
| Tradition Wealth Management, LLC | 0.21% | Reduce -62.2% | 12,952 | $2.1M |
| Maltin Wealth Management, Inc. | 1.15% | Add +3.3% | 12,878 | $2.0M |
| Wealth Dimensions Group, Ltd. | 0.60% | Reduce -5.0% | 12,858 | $2.0M |
| Washington Trust Bank | 0.19% | Add +0.2% | 12,854 | $2.0M |
| Meeder Asset Management Inc. | 0.13% | Reduce -34.1% | 12,791 | $2.0M |
| Chartwell Investment Partners, LLC | 0.07% | New | 12,771 | $2.0M |
| Marquette Associates, Inc. | 1.42% | Add +69.5% | 12,684 | $2.0M |
| Klingman & Associates, LLC | 0.14% | No change | 12,671 | $2.0M |
| Redmont Wealth Advisors LLC | 2.78% | Reduce -42.4% | 12,552 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -2.9% | 12,524 | $2.0M |
| Sandy Spring Bank | 0.09% | Add +0.2% | 12,396 | $2.0M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -27.7% | 12,389 | $2.0M |
| ARK & TLK Investments, LLC | 0.76% | Add +0.1% | 12,280 | $2.0M |
| BHK Investment Advisors, LLC | 0.75% | Add +43.4% | 12,239 | $1.9M |
| Quadrant Capital Group LLC | 0.15% | Add +11.8% | 12,203 | $1.9M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -34.6% | 12,158 | $1.9M |
| Vawter Financial, Ltd. | 1.40% | No change | 12,134 | $1.9M |
| Jordan Park Group LLC | 0.12% | Reduce -10.3% | 12,112 | $1.9M |
| Fifth Third Securities, Inc. | 0.19% | Add +4.1% | 12,046 | $1.9M |
| Empowered Funds, LLC | 0.03% | New | 11,935 | $1.9M |
| Farmers & Merchants Investments Inc. | 0.06% | No change | 11,873 | $1.9M |
| Towerpoint Wealth, LLC | 0.94% | Reduce -2.3% | 11,809 | $1.9M |
| Avior Wealth Management, LLC | 0.09% | Add +1246.0% | 11,751 | $1.9M |
| Mb, Levis & Associates, LLC | 0.99% | Add +0.4% | 11,665 | $1.9M |
| Clayton Financial Group LLC | 0.84% | Add +3.9% | 11,588 | $1.8M |
| Zions Bancorporation, N.A. | 0.13% | Reduce -90.8% | 11,517 | $1.8M |
| Lido Advisors, LLC | 0.02% | Reduce -14.2% | 11,380 | $1.8M |
| SkyOak Wealth, LLC | 0.43% | Reduce -6.6% | 11,343 | $1.8M |
| Boston Partners | 0.00% | Reduce -67.7% | 11,094 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +3219.7% | 11,785 | $1.8M |
| Roundview Capital LLC | 0.14% | Reduce -0.9% | 10,970 | $1.7M |
| CreativeOne Wealth, LLC | 0.07% | Add +8.0% | 10,942 | $1.7M |
| MV Capital Management, Inc. | 0.20% | Add +0.3% | 10,911 | $1.7M |
| American Financial Advisors, LLC | 0.24% | Add +2.2% | 10,862 | $1.7M |
| Vanguard Group Inc. | 0.00% | Add +0.9% | 10,861 | $1.7M |
| Northwest & Ethical Investments L.P. | 0.05% | New | 10,685 | $1.7M |
| Simplex Trading, LLC | 0.05% | New | 10,680 | $1.7M |
| FAS Wealth Partners, Inc. | 0.15% | Add +0.1% | 10,559 | $1.7M |
| Regions Financial Corp. | 0.01% | Reduce -6.9% | 10,495 | $1.7M |
| Valeo Financial Advisors, LLC | 0.06% | Reduce -0.2% | 10,970 | $1.7M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -0.8% | 10,445 | $1.7M |
| Cornerstone Wealth Advisors, Inc. | 0.51% | Reduce -6.9% | 10,432 | $1.7M |
| Ategra Capital Management, LLC | 0.76% | Add +1.1% | 10,376 | $1.6M |
| Toronto Dominion Bank | 0.00% | Reduce -2.5% | 10,348 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.47% | Reduce -1.8% | 10,246 | $1.6M |
| Verus Capital Partners, LLC | 0.18% | Reduce -25.5% | 10,061 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -8.3% | 10,014 | $1.6M |
| NorthCoast Asset Management LLC | 0.02% | Add +1.0% | 9,985 | $1.6M |
| SG Americas Securities, LLC | 0.01% | New | 9,973 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Add +217.3% | 9,947 | $1.6M |
| Relyea Zuckerberg Hanson LLC | 0.28% | Reduce -0.7% | 9,910 | $1.6M |
| Lowery Thomas, LLC | 1.19% | Reduce -12.9% | 9,814 | $1.6M |
| Harbor Capital Advisors, Inc. | 0.20% | New | 9,742 | $1.5M |
| Legacy Bridge, LLC | 0.90% | Reduce -9.3% | 9,730 | $1.5M |
| Wealthfront Advisers LLC | 0.01% | Add +7.7% | 9,657 | $1.5M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -0.9% | 9,646 | $1.5M |
| Clearstead Advisors, LLC | 0.08% | Add +2.2% | 9,699 | $1.5M |
| Argent Trust Co | 0.07% | Reduce -0.9% | 9,498 | $1.5M |
| Guggenheim Capital LLC | 0.01% | Reduce -17.7% | 9,455 | $1.5M |
| Parallel Advisors, LLC | 0.04% | Add +5.4% | 9,420 | $1.5M |
| Summit Financial, LLC | 0.09% | Reduce -4.7% | 9,416 | $1.5M |
| First Commonwealth Financial Corp | 0.40% | Reduce -4.5% | 9,386 | $1.5M |
| BluePointe Capital Management, LLC | 1.02% | Add +9.0% | 9,360 | $1.5M |
| Stordahl Capital Management, Inc. | 0.37% | Add +0.0% | 9,281 | $1.5M |
| TD Private Client Wealth LLC | 0.05% | Reduce -9.0% | 9,232 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Reduce -8.7% | 9,184 | $1.5M |
| Composition Wealth, LLC | 0.04% | Reduce -14.4% | 9,104 | $1.4M |
| TFB Advisors LLC | 0.52% | Add +4.0% | 9,547 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.2% | 8,868 | $1.4M |
| Meridian Wealth Management, LLC | 0.23% | Reduce -11.6% | 8,688 | $1.4M |
| Altiora Financial Group, LLC | 0.37% | No change | 8,589 | $1.4M |
| Sterling Financial Group, Inc. | 0.64% | No change | 8,545 | $1.4M |
| Old National Bancorp | 0.03% | Reduce -10.4% | 8,532 | $1.4M |
| Financial Planning & Information Services, Inc. | 0.20% | Reduce -14.8% | 8,474 | $1.3M |
| Penobscot Investment Management Company, Inc. | 0.14% | Add +2.5% | 8,457 | $1.3M |
| Berkshire Asset Management LLC | 0.07% | No change | 8,389 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -51.9% | 8,349 | $1.3M |
| Affinity Capital Advisors, LLC | 0.30% | Reduce -0.5% | 8,341 | $1.3M |
| McAdam, LLC | 0.08% | Reduce -2.6% | 8,288 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.6% | 8,284 | $1.3M |
| VELA Investment Management, LLC | 0.48% | Add +112.6% | 8,279 | $1.3M |
| WealthPLAN Partners, LLC | 0.14% | Add +2.8% | 8,277 | $1.3M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -0.2% | 8,744 | $1.3M |
| Chemung Canal Trust Co. | 0.25% | Reduce -5.3% | 8,148 | $1.3M |
| Legacy Edge Advisors, LLC | 0.27% | Reduce -17.4% | 8,108 | $1.3M |
| MBB Public Markets I LLC | 0.08% | No change | 8,108 | $1.3M |
| Family Firm, Inc. | 0.31% | Reduce -3.0% | 7,979 | $1.3M |
| Millennium Management | 0.00% | Reduce -53.7% | 7,931 | $1.3M |
| Harbour Capital Advisors, LLC | 0.31% | Reduce -0.6% | 8,120 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.1% | 7,834 | $1.2M |
| Cozad Asset Management Inc. | 0.13% | Add +3.1% | 7,785 | $1.2M |
| Eukles Asset Management | 0.53% | Reduce -1.1% | 7,710 | $1.2M |
| West Coast Financial LLC | 0.15% | Reduce -0.1% | 7,676 | $1.2M |
| MWA Asset Management | 0.88% | Reduce -1.4% | 7,662 | $1.2M |
| 626 Financial, LLC | 0.73% | Add +7.1% | 7,652 | $1.2M |
| Five Oceans Advisors | 0.62% | No change | 7,641 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.10% | Reduce -1.0% | 7,612 | $1.2M |
| Insight 2811, Inc. | 0.62% | Reduce -0.3% | 7,603 | $1.2M |
| LMCG Investments, LLC | 0.07% | Reduce -0.8% | 7,594 | $1.2M |
| SilverOak Wealth Management LLC | 0.30% | Reduce -6.2% | 7,569 | $1.2M |
| Park Place Capital Corp | 0.43% | No change | 7,562 | $1.2M |
| Veery Capital, LLC | 0.48% | Add +6.3% | 7,424 | $1.2M |
| Nwam LLC | 0.10% | No change | 7,412 | $1.2M |
| Factorial Partners, LLC | 0.67% | Add +7.3% | 7,400 | $1.2M |
| AE Wealth Management LLC | 0.01% | Reduce -17.7% | 7,365 | $1.2M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -22.6% | 7,277 | $1.2M |
| Wealth Advisory Solutions, LLC | 0.30% | New | 7,238 | $1.1M |
| Renasant Bank | 0.81% | No change | 7,206 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -6.0% | 7,199 | $1.1M |
| First Foundation Advisors | 0.05% | Reduce -15.7% | 7,190 | $1.1M |
| Aptus Capital Advisors, LLC | 0.02% | Add +7783.5% | 7,174 | $1.1M |
| Pittenger & Anderson Inc. | 0.05% | No change | 7,125 | $1.1M |
| Connective Portfolio Management, LLC | 1.98% | No change | 7,085 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -7.1% | 7,081 | $1.1M |
| Morris Financial Concepts, Inc. | 0.57% | Reduce -1.2% | 7,058 | $1.1M |
| Financial Guidance Group, Inc. | 0.73% | Add +0.0% | 7,055 | $1.1M |
| Paces Ferry Wealth Advisors, LLC | 0.71% | Reduce -28.3% | 7,008 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -94.2% | 6,980 | $1.1M |
| Crescent Grove Advisors, LLC | 0.12% | Add +1.4% | 6,971 | $1.1M |
| Lincoln National Corp. | 0.02% | Reduce -17.8% | 6,968 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.17% | New | 6,965 | $1.1M |
| Pettinga Financial Advisors LLC | 0.28% | Reduce -10.3% | 6,873 | $1.1M |
| Cobblestone Capital Advisors LLC | 0.07% | Reduce -5.5% | 6,836 | $1.1M |
| CI Investments Inc. | 0.00% | No change | 6,823 | $1.1M |
| Bridge Advisory, LLC | 0.53% | Add +0.4% | 6,731 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Reduce -7.1% | 6,653 | $1.1M |
| Blue Bell Private Wealth Management, LLC | 0.22% | No change | 6,591 | $1.0M |
| Grey Fox Wealth Advisors, LLC | 0.39% | Add +0.2% | 6,584 | $1.0M |
| PDS Planning, Inc | 0.11% | Add +0.2% | 6,561 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -2.9% | 6,524 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.7% | 6,448 | $1.0M |
| Evanson Asset Management, LLC | 0.08% | No change | 6,426 | $1.0M |
| Atria Investments, Inc | 0.01% | New | 6,405 | $1.0M |
| Goodwin Investment Advisory | 0.48% | Add +5.2% | 6,378 | $1.0M |
| North Star Investment Management Corp. | 0.07% | Reduce -5.3% | 6,189 | $983K |
| Becker Capital Management Inc. | 0.03% | Reduce -2.8% | 6,131 | $974K |
| Smithfield Trust Co | 0.05% | Reduce -2.0% | 6,209 | $972K |
| Highland Capital Management, LLC | 0.06% | No change | 6,071 | $964K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -19.6% | 6,053 | $962K |
| First Western Trust Bank | 0.04% | Reduce -6.5% | 6,033 | $958K |
| First Bancorp, Inc | 0.72% | No change | 6,000 | $953K |
| Edge Capital Group, LLC | 0.05% | Reduce -1.5% | 5,920 | $940K |
| Aletheian Wealth Advisors LLC | 0.51% | Add +6.9% | 5,910 | $939K |
| Wealthspire Retirement, LLC | 0.08% | Reduce -9.3% | 5,805 | $922K |
| Bantamac Capital, LLC | 0.52% | No change | 5,750 | $913K |
| Integrated Advisors Network LLC | 0.05% | No change | 5,744 | $912K |
| Naviter Wealth, LLC | 0.15% | New | 5,708 | $906K |
| Howland Capital Management LLC | 0.04% | No change | 5,685 | $903K |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -16.4% | 5,678 | $902K |
| Rodgers & Associates, LTD | 0.12% | Reduce -7.3% | 5,649 | $897K |
| James Investment Research, Inc. | 0.10% | Reduce -29.8% | 5,515 | $876K |
| SOL Capital Management CO | 0.11% | Reduce -0.3% | 5,495 | $873K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -43.8% | 5,496 | $873K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +49.5% | 5,388 | $856K |
| Keeley-Teton Advisors, LLC | 0.11% | Reduce -47.5% | 5,380 | $854K |
| Garde Capital, Inc. | 0.06% | Reduce -1.4% | 5,365 | $852K |
| Dravo Bay LLC | 0.50% | Reduce -1.6% | 5,327 | $846K |
| Hoxton Planning & Management, LLC | 0.40% | Reduce -43.3% | 5,304 | $842K |
| Tarbox Family Office, Inc. | 0.15% | Add +0.3% | 5,295 | $841K |
| Johnson Financial Group, Inc. | 0.04% | No change | 5,270 | $837K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.48% | Add +30.6% | 5,244 | $833K |
| Aprio Wealth Management, LLC | 0.16% | Add +48.2% | 5,229 | $830K |
| Perigon Wealth Management, LLC | 0.03% | Add +18.2% | 5,227 | $830K |
| Haverford Trust Co | 0.01% | Reduce -2.0% | 5,196 | $825K |
| HighMark Wealth Management LLC | 0.51% | Add +59.1% | 5,163 | $820K |
| Foster Group, Inc. | 0.04% | Add +199.4% | 5,158 | $819K |
| Sax Wealth Advisors, LLC | 0.10% | Add +1.1% | 5,148 | $818K |
| Cubic Asset Management, LLC | 0.19% | Add +0.1% | 5,145 | $817K |
| Mycio Wealth Partners, LLC | 0.21% | Add +0.3% | 5,141 | $816K |
| E&G Advisors, LLC | 0.26% | Reduce -1.5% | 5,132 | $815K |
| Park Avenue Securities LLC | 0.01% | Reduce -26.4% | 5,076 | $806K |
| Ameritas Advisory Services, LLC | 0.03% | New | 5,099 | $805K |
| Rhumbline Advisers | 0.00% | Add +190.1% | 5,034 | $799K |
| American State Bank (Iowa) | 0.53% | No change | 5,015 | $796K |
| VAUGHAN & Co SECURITIES, INC. | 0.51% | Add +0.3% | 5,006 | $795K |
| Culbertson A N & Co. Inc. | 0.14% | Add +1.7% | 4,966 | $789K |
| Centennial Bank | 0.40% | Reduce -6.6% | 4,940 | $785K |
| Sabal Trust CO | 0.05% | Reduce -6.6% | 4,935 | $784K |
| Hirtle & Co., LLC | 0.04% | Reduce -2.9% | 4,927 | $782K |
| Center for Financial Planning, Inc. | 0.12% | No change | 4,880 | $775K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -4.2% | 4,875 | $774K |
| Rf&l Wealth Management, LLC | 0.60% | Add +0.1% | 4,870 | $773K |
| Disciplined Investments, LLC | 0.42% | Reduce -13.7% | 4,864 | $772K |
| Gables Capital Management Inc. | 0.42% | No change | 4,851 | $770K |
| Firestone Capital Management | 0.21% | No change | 4,828 | $767K |
| Performance Wealth Partners, LLC | 0.03% | Reduce -6.9% | 4,818 | $765K |
| Cardiff Park Advisors, LLC | 0.07% | Reduce -0.0% | 4,799 | $762K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.2% | 4,743 | $753K |
| Widmann Financial Services, Inc. | 0.62% | Reduce -1.4% | 4,683 | $744K |
| Magnus Financial Group LLC | 0.09% | Reduce -41.0% | 4,658 | $740K |
| Squire Investment Management Company, LLC | 0.46% | Add +4.5% | 4,636 | $736K |
| First Business Financial Services, Inc. | 0.08% | No change | 4,604 | $731K |
| Ullmann Wealth Partners Group, LLC | 0.11% | Add +0.1% | 4,597 | $730K |
| Strategic Financial Concepts, LLC | 0.18% | New | 4,596 | $730K |
| Grayhawk Investment Strategies Inc. | 0.64% | No change | 4,586 | $729K |
| Townsquare Capital LLC | 0.01% | Add +18.1% | 4,569 | $726K |
| Phillips Financial Management, LLC | 0.06% | No change | 4,568 | $725K |
| Berkeley, Inc | 0.44% | Reduce -4.8% | 4,564 | $725K |
| Flputnam Investment Management Co. | 0.02% | Reduce -78.0% | 4,563 | $725K |
| Stegner Investment Associates Inc. | 0.53% | Reduce -7.5% | 4,560 | $724K |
| Guidance Point Advisors, LLC | 0.24% | Add +0.4% | 4,519 | $719K |
| Fulton Breakefield Broenniman LLC | 0.06% | Reduce -48.0% | 4,503 | $715K |
| Pointe Capital Management LLC | 0.44% | Add +46.3% | 4,499 | $714K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Reduce -2.4% | 4,497 | $714K |
| Lutz Financial Services LLC | 0.06% | Reduce -0.2% | 4,485 | $712K |
| Opus Capital Group, LLC | 0.10% | No change | 4,477 | $711K |
| Transform Wealth, LLC | 0.07% | Add +1.6% | 4,409 | $700K |
| Fidelis Capital Partners, LLC | 0.11% | Reduce -13.8% | 4,405 | $700K |
| GTS Securities LLC | 0.02% | New | 4,381 | $696K |
| Paragon Capital Management Ltd | 0.12% | Add +0.2% | 4,372 | $694K |
| Caldwell Trust Co | 0.08% | No change | 4,369 | $694K |
| Sage Capital Management, LLC | 0.38% | Add +0.4% | 4,367 | $693K |
| IFP Advisors, Inc | 0.03% | Reduce -0.5% | 4,352 | $691K |
| Bedel Financial Consulting, Inc. | 0.11% | Add +0.0% | 4,348 | $690K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -17.9% | 4,329 | $687K |
| Auxano Advisors, LLC | 0.20% | No change | 4,284 | $680K |
| Systematic Financial Management LP | 0.02% | Reduce -90.7% | 4,141 | $658K |
| National Philanthropic Trust | 0.01% | Reduce -0.4% | 4,139 | $657K |
| Capital Analysts, LLC | 0.03% | Add +0.4% | 4,078 | $648K |
| Aft, Forsyth & Company, Inc. | 0.37% | Add +0.0% | 4,069 | $646K |
| Heritage Wealth Advisors | 0.03% | No change | 4,060 | $645K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -91.0% | 4,010 | $637K |
| Tillman Hartley LLC | 0.22% | No change | 4,007 | $636K |
| Bank of Nova Scotia | 0.00% | Reduce -32.2% | 4,000 | $635K |
| Mutual Advisors, LLC | 0.02% | Add +58.1% | 3,993 | $634K |
| Arkadios Wealth Advisors | 0.05% | Reduce -1.7% | 3,977 | $632K |
| Citizens Financial Group Inc. | 0.02% | Reduce -0.7% | 3,950 | $627K |
| Amarillo National Bank | 0.12% | No change | 3,933 | $625K |
| Legacy Trust | 0.16% | Add +2.6% | 3,919 | $622K |
| Waycross Investment Management Co | 0.58% | Reduce -4.0% | 3,894 | $618K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -50.2% | 3,878 | $616K |
| Wealthstream Advisors, Inc. | 0.23% | No change | 3,820 | $607K |
| Diversified Portfolios, Inc. | 0.09% | No change | 3,803 | $604K |
| West Bancorporation Inc. | 0.39% | Reduce -50.8% | 3,776 | $600K |
| Palisades Hudson Asset Management, L.P. | 0.27% | Add +0.2% | 3,769 | $599K |
| Plum Street Advisors, LLC | 0.30% | Add +16.8% | 3,576 | $597K |
| Keebeck Wealth Management | 0.09% | No change | 3,734 | $593K |
| Old Mission Capital LLC | 0.01% | New | 3,726 | $592K |
| Sigma Planning Corp | 0.02% | Add +137.3% | 3,711 | $589K |
| Cornerstone Advisors Asset Management, LLC | 0.21% | No change | 3,703 | $588K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +4.4% | 3,692 | $586K |
| First Manhattan Co. Llc. | 0.00% | New | 3,691 | $586K |
| BIP Wealth, LLC | 0.04% | Reduce -46.8% | 3,661 | $581K |
| Brighton Jones LLC | 0.02% | Reduce -14.6% | 3,637 | $578K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -27.9% | 3,623 | $575K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -27.9% | 3,623 | $575K |
| Graypoint LLC | 0.04% | No change | 3,619 | $575K |
| True North Advisors, LLC | 0.16% | Reduce -17.9% | 3,612 | $574K |
| Strategies Wealth Advisors, LLC | 0.09% | Add +13.6% | 3,611 | $573K |
| Intrepid Financial Planning Group LLC | 0.25% | Add +6.0% | 3,600 | $572K |
| Bedell Frazier Investment Counselling, LLC | 0.14% | Add +110.5% | 3,595 | $571K |
| Welch & Forbes LLC | 0.01% | Add +1.0% | 3,595 | $571K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.2% | 3,566 | $566K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -7.2% | 3,545 | $563K |
| Citadel Advisors | 0.00% | Add +57.1% | 3,545 | $563K |
| Gator Capital Management, LLC | 0.29% | No change | 3,540 | $562K |
| Steel Grove Capital Advisors, LLC | 0.07% | Reduce -0.6% | 3,533 | $561K |
| NewEdge Wealth, LLC | 0.01% | Add +6.0% | 3,622 | $554K |
| Marshall Wace, LLP | 0.00% | New | 3,426 | $544K |
| Townsend Asset Management Corp. /NC/ | 0.22% | Add +0.3% | 3,426 | $544K |
| Cannell & Spears LLC | 0.01% | No change | 3,416 | $542K |
| JFS Wealth Advisors, LLC | 0.04% | Add +0.4% | 3,411 | $542K |
| Premier Path Wealth Partners, LLC | 0.10% | Reduce -15.0% | 3,394 | $539K |
| Watts Gwilliam & Co., LLC | 0.17% | — | 3,383 | $534K |
| Cibc World Market Inc. | 0.00% | Reduce -17.1% | 3,358 | $533K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 3,350 | $532K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Reduce -0.6% | 3,346 | $531K |
| Southern Capital Advisors, LLC | 0.32% | Reduce -31.3% | 3,343 | $531K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -3.6% | 3,334 | $530K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.4% | 3,330 | $529K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 3,322 | $528K |
| NDWM LLC | 0.48% | Reduce -13.5% | 3,317 | $527K |
| Private Trust Co. NA | 0.06% | Add +10.7% | 3,310 | $526K |
| Spire Wealth Management | 0.01% | Reduce -5.3% | 3,293 | $523K |
| Castle Wealth Management LLC | 0.27% | Add +1.1% | 3,284 | $522K |
| Appleton Partners Inc. | 0.04% | Reduce -3.4% | 3,283 | $521K |
| Sage Financial Group Inc. | 0.05% | Reduce -0.2% | 3,206 | $509K |
| Montag A & Associates Inc. | 0.03% | No change | 3,204 | $509K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 3,349 | $508K |
| St Germain D J Co. Inc. | 0.02% | Add +1.6% | 3,156 | $501K |
| Smithbridge Asset Management Inc. | 0.10% | No change | 3,153 | $501K |
| NBT Bank, N.A. | 0.04% | Reduce -2.2% | 3,142 | $499K |
| Colonial Trust Co / SC | 0.09% | No change | 3,160 | $499K |
| Broadview Financial Management, LLC | 0.36% | Reduce -0.2% | 3,130 | $497K |
| Focus Financial Network, Inc. | 0.02% | — | 3,391 | $496K |
| American National Bank & Trust | 0.07% | No change | 3,103 | $493K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +1.9% | 3,102 | $493K |
| Bayesian Capital Management, LP | 0.05% | Reduce -6.8% | 3,100 | $492K |
| Jane Street Group, LLC | 0.00% | New | 3,090 | $491K |
| Daymark Wealth Partners, LLC | 0.03% | No change | 3,087 | $490K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -6.0% | 3,086 | $490K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -80.7% | 3,080 | $489K |
| Truepoint, Inc. | 0.01% | Add +65.6% | 3,056 | $485K |
| Monograph Wealth Advisors, LLC | 0.07% | No change | 3,055 | $485K |
| Ancora Advisors LLC | 0.01% | No change | 3,033 | $482K |
| Davidson Trust Co. | 0.28% | Add +3.6% | 3,025 | $481K |
| Key Financial Inc | 0.12% | No change | 3,023 | $480K |
| Keudell/Morrison Wealth Management | 0.14% | No change | 3,000 | $476K |
| Halpern Financial, Inc. | 0.14% | No change | 3,065 | $476K |
| NorthRock Partners, LLC | 0.02% | No change | 2,987 | $474K |
| Western Wealth Management, LLC | 0.04% | Reduce -3.9% | 2,981 | $473K |
| PFG Investments, LLC | 0.03% | Add +3.5% | 2,975 | $472K |
| Evermay Wealth Management LLC | 0.07% | No change | 2,956 | $469K |
| Delta Financial Group, Inc. | 0.14% | Add +0.3% | 2,956 | $469K |
| St. Clair Advisors, LLC | 0.15% | No change | 2,941 | $467K |
| Curtis Advisory Group, LLC | 0.18% | Add +2.3% | 2,899 | $460K |
| Embree Financial Group | 0.09% | Reduce -6.7% | 2,887 | $459K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Reduce -25.8% | 2,854 | $453K |
| Institute for Wealth Management, LLC. | 0.06% | Add +274.0% | 2,846 | $452K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -0.2% | 2,833 | $450K |
| Cadence Bank | 0.03% | Reduce -16.8% | 2,817 | $447K |
| Lion Street Advisors, LLC | 0.18% | No change | 2,880 | $447K |
| Stonebridge Financial Planning Group, LLC | 0.24% | Add +12.2% | 2,805 | $445K |
| Cypress Capital Group | 0.05% | Reduce -70.0% | 2,780 | $441K |
| Lanark Financial, Inc. | 0.04% | Add +5.4% | 2,777 | $441K |
| Scotia Capital Inc. | 0.00% | Add +93.1% | 2,727 | $433K |
| Apella Capital, LLC | 0.02% | Add +0.3% | 2,755 | $431K |
| Paulson Wealth Management Inc. | 0.13% | Reduce -7.0% | 2,714 | $431K |
| LGT Financial Advisors LLC | 0.50% | Add +0.4% | 2,699 | $429K |
| Cahaba Wealth Management, Inc. | 0.04% | Reduce -0.5% | 2,681 | $426K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 2,663 | $423K |
| Csenge Advisory Group | 0.02% | New | 2,651 | $421K |
| Financial Management Network Inc. | 0.10% | Reduce -10.3% | 2,694 | $415K |
| Lake Street Private Wealth, LLC | 0.06% | Reduce -91.8% | 2,606 | $414K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -19.7% | 2,603 | $413K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +11.9% | 2,597 | $412K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +21.7% | 2,582 | $410K |
| Catalyst Financial Partners LLC | 0.11% | Reduce -15.1% | 2,806 | $410K |
| Platte River Wealth Advisors, LLC | 0.12% | No change | 2,580 | $410K |
| SpiderRock Advisors, LLC | 0.01% | — | 2,712 | $409K |
| Total Wealth Planning, LLC | 0.07% | No change | 2,549 | $405K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 2,546 | $404K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -0.5% | 2,509 | $398K |
| Cynosure Group, LLC | 0.07% | Reduce -16.6% | 2,504 | $398K |
| Cutler Group LLC / CA | 0.20% | New | 2,500 | $397K |
| BTC Capital Management, Inc. | 0.04% | — | 2,496 | $396K |
| CJM Wealth Advisers, Ltd. | 0.15% | Add +0.1% | 2,414 | $383K |
| Verum Partners LLC | 0.14% | Reduce -23.4% | 2,410 | $383K |
| Capital Square, LLC | 0.27% | New | 2,406 | $382K |
| FinTrust Capital Advisors, LLC | 0.07% | Reduce -4.2% | 2,402 | $381K |
| LMG Wealth Partners, LLC | 0.10% | No change | 2,392 | $380K |
| Smith, Moore & Co. | 0.04% | Add +0.1% | 2,385 | $379K |
| Emergent Wealth Advisors, LLC | 0.33% | Add +0.3% | 2,376 | $377K |
| Baxter Bros Inc. | 0.05% | Reduce -1.0% | 2,375 | $377K |
| Patten & Patten Inc. | 0.03% | Reduce -4.1% | 2,360 | $375K |
| Marotta Asset Management | 0.08% | No change | 2,358 | $374K |
| Clear Investment Research, LLC | 0.50% | Add +1.6% | 2,341 | $372K |
| Brown Wealth Management, LLC | 0.15% | Add +0.1% | 2,330 | $370K |
| Coastwise Capital Group, LLC | 0.35% | Add +0.3% | 2,324 | $369K |
| PFG Advisors | 0.03% | Reduce -29.2% | 2,278 | $362K |
| Maxwell Wealth Strategies Inc. | 0.18% | No change | 2,336 | $360K |
| Principal Securities, Inc. | 0.01% | Add +20.6% | 2,265 | $360K |
| Certuity, LLC | 0.03% | Reduce -1.1% | 2,232 | $354K |
| Gries Financial LLC | 0.06% | Reduce -9.8% | 2,217 | $352K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +7.1% | 2,573 | $351K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 2,207 | $350K |
| Aspen Grove Capital, LLC | 0.10% | New | 2,205 | $350K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | Add +0.4% | 2,199 | $349K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -14.7% | 2,199 | $349K |
| Well Done, LLC | 0.07% | No change | 2,197 | $349K |
| IHT Wealth Management, LLC | 0.01% | New | 2,178 | $346K |
| Cassady Schiller Wealth Management, LLC | 0.15% | Reduce -0.6% | 2,172 | $345K |
| Coppell Advisory Solutions Corp. | 0.06% | — | 2,155 | $342K |
| Oliver Luxxe Assets LLC | 0.07% | Reduce -4.6% | 2,137 | $339K |
| Elevation Wealth Partners, LLC | 0.17% | Reduce -16.3% | 2,132 | $339K |
| Diversified Trust Co. | 0.01% | Add +1.5% | 2,131 | $338K |
| Austin Private Wealth, LLC | 0.04% | No change | 2,173 | $338K |
| Asset Dedication, LLC | 0.03% | Reduce -3.4% | 2,116 | $337K |
| Legacy Capital Group California, Inc. | 0.12% | Reduce -26.3% | 2,110 | $335K |
| Howe & Rusling Inc. | 0.03% | No change | 2,108 | $335K |
| Beam Wealth Advisors, Inc. | 0.20% | Reduce -5.8% | 2,104 | $334K |
| Etfidea, LLC | 0.11% | Reduce -9.5% | 2,096 | $333K |
| Diversify Advisory Services, LLC | 0.02% | — | 2,105 | $331K |
| W Advisors, LLC | 0.23% | No change | 2,079 | $330K |
| Allen Investment Management, LLC | 0.00% | No change | 2,041 | $324K |
| Beach Investment Counsel Inc. | 0.04% | No change | 2,080 | $323K |
| Bremer Bank National Association | 0.06% | No change | 2,031 | $323K |
| Optimist Retirement Group LLC | 0.16% | Add +1.4% | 2,021 | $321K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -14.8% | 2,015 | $320K |
| Fisher Asset Management | 0.00% | Reduce -15.3% | 2,008 | $319K |
| Red Lighthouse Investment Management, LLC | 0.13% | No change | 2,008 | $319K |
| Leo Wealth, LLC | 0.03% | Reduce -8.7% | 2,004 | $318K |
| Regency Capital Management Inc.\DE | 0.20% | No change | 2,000 | $318K |
| Lombard Odier Asset Management (USA) Corp | 0.05% | Reduce -60.0% | 2,000 | $318K |
| Freestone Capital Holdings, LLC | 0.01% | Add +13.1% | 1,990 | $316K |
| Advisory Services Network, LLC | 0.01% | Add +0.1% | 1,982 | $315K |
| Skyline Advisors, Inc. | 0.14% | Add +4.6% | 1,977 | $314K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Add +397.8% | 2,434 | $314K |
| Empower Advisory Group, LLC | 0.00% | Reduce -27.6% | 1,967 | $312K |
| HUB Investment Partners, LLC | 0.02% | Reduce -3.6% | 1,957 | $311K |
| Evoke Wealth, LLC | 0.01% | New | 1,951 | $310K |
| Merit Financial Group, LLC | 0.01% | New | 1,997 | $308K |
| Steph & Co. | 0.11% | Reduce -5.2% | 1,928 | $306K |
| Builder Investment Group Inc. | 0.09% | No change | 1,925 | $306K |
| Eclectic Associates Inc. | 0.14% | Add +0.1% | 1,911 | $304K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.2% | 1,928 | $303K |
| StoneX Group Inc. | 0.03% | No change | 1,909 | $303K |
| Retirement Income Solutions, Inc. | 0.07% | New | 1,909 | $303K |
| Bleakley Financial Group, LLC | 0.01% | Add +1.2% | 1,902 | $302K |
| Simplicity Wealth,LLC | 0.01% | New | 1,902 | $302K |
| Hart & Patterson Financial Group LLC | 0.15% | Reduce -0.6% | 1,900 | $302K |
| National Bank of Canada | 0.00% | Add +68.7% | 1,931 | $301K |
| Blankinship & Foster, LLC | 0.08% | Reduce -4.8% | 1,874 | $298K |
| McNamara Financial Services, Inc. | 0.06% | Reduce -2.0% | 1,871 | $297K |
| TNF LLC | 0.12% | Reduce -3.5% | 1,958 | $296K |
| Heritage Trust Co | 0.04% | New | 1,851 | $294K |
| Chapin Davis, Inc. | 0.11% | Reduce -32.6% | 1,851 | $294K |
| Ziegler Capital Management, LLC | 0.01% | New | 1,825 | $290K |
| Peak Asset Management, LLC | 0.06% | Add +0.9% | 1,822 | $289K |
| Procyon Advisors, LLC | 0.02% | Reduce -21.4% | 1,811 | $288K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | Reduce -2.4% | 1,914 | $287K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -8.8% | 1,809 | $287K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.1% | 1,807 | $287K |
| Advisor Resource Council | 0.12% | New | 1,820 | $284K |
| Three Bridge Wealth Advisors, LLC | 0.11% | No change | 1,790 | $284K |
| Steele Capital Management, Inc. | 0.02% | Reduce -7.0% | 1,789 | $284K |
| Palisade Asset Management, LLC | 0.03% | No change | 1,784 | $283K |
| Advance Capital Management, Inc. | 0.02% | No change | 1,784 | $283K |
| Eagle Strategies LLC | 0.06% | Reduce -36.9% | 1,783 | $283K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -74.7% | 1,778 | $282K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -10.7% | 1,777 | $282K |
| First Nebraska Trust Co | 0.03% | No change | 1,774 | $282K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 1,757 | $279K |
| Larson Financial Group LLC | 0.02% | Add +0.1% | 1,754 | $279K |
| Bordeaux Wealth Advisors LLC | 0.09% | No change | 1,750 | $278K |
| Trust Co. of Vermont | 0.02% | Add +10.5% | 1,747 | $277K |
| Norwood Financial Corp | 0.40% | No change | 1,731 | $275K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -10.4% | 1,717 | $273K |
| West Michigan Advisors, LLC | 0.09% | Reduce -7.3% | 1,695 | $269K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -3.5% | 1,688 | $268K |
| Marshall Financial Group Inc. | 0.09% | Add +0.4% | 1,686 | $268K |
| Certified Advisory Corp | 0.04% | New | 1,677 | $266K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -44.6% | 1,677 | $266K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -20.7% | 1,673 | $266K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -5.9% | 1,668 | $265K |
| Sapient Capital LLC | 0.01% | Add +15.1% | 1,668 | $265K |
| Chatham Capital Group, Inc. | 0.05% | No change | 1,660 | $264K |
| Glass Jacobson Investment Advisors llc | 0.10% | No change | 1,642 | $261K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 1,635 | $260K |
| Independence Bank of Kentucky | 0.08% | No change | 1,634 | $259K |
| FCG Investment Co | 0.21% | No change | 1,627 | $258K |
| TBH Global Asset Management, LLC | 0.05% | Reduce -2.5% | 1,622 | $258K |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 0.27% | No change | 1,615 | $256K |
| Fulton Bank, N.A. | 0.01% | Reduce -3.6% | 1,606 | $255K |
| Nvest Financial, LLC | 0.17% | New | 1,605 | $255K |
| Investmark Advisory Group LLC | 0.14% | Add +1.9% | 1,595 | $253K |
| Signaturefd, LLC | 0.01% | Add +47.0% | 1,589 | $252K |
| Diversified Investment Strategies, LLC | 0.17% | Reduce -3.9% | 1,585 | $252K |
| Sugarloaf Wealth Management, LLC | 0.05% | Add +0.2% | 1,581 | $251K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 1,581 | $251K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 1,577 | $250K |
| TCTC Holdings, LLC | 0.01% | Add +4.6% | 1,574 | $250K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -3.4% | 1,562 | $248K |
| Elm Partners Management LLC | 0.02% | New | 1,561 | $248K |
| CCG Wealth Management, LLC | 0.15% | Add +2.8% | 1,560 | $248K |
| Mather Group, Llc. | 0.00% | No change | 1,591 | $247K |
| Alexander Randolph Advisory, Inc. | 0.22% | No change | 1,555 | $247K |
| Paragon Financial Partners, Inc. | 0.20% | Add +0.1% | 1,551 | $246K |
| Dentgroup LLC | 0.20% | Reduce -14.6% | 1,546 | $246K |
| Crestwood Advisors Group, LLC | 0.01% | Add +17.9% | 1,544 | $245K |
| EPG Wealth Management LLC | 0.06% | Add +0.5% | 1,538 | $244K |
| Raffa Wealth Management, LLC | 0.07% | Add +0.4% | 1,534 | $244K |
| My Personal CFO, LLC | 0.14% | No change | 1,531 | $243K |
| Laurel Wealth Advisors LLC | 0.04% | Add +6.8% | 1,516 | $241K |
| Lindbrook Capital, LLC | 0.02% | No change | 1,505 | $239K |
| Union Savings Bank | 0.12% | No change | 1,501 | $238K |
| Cambridge Financial Group, LLC | 0.11% | No change | 1,500 | $238K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,493 | $237K |
| Farther Finance Advisors, LLC | 0.01% | Add +16.1% | 1,504 | $236K |
| Compass Ion Advisors, LLC | 0.03% | No change | 1,478 | $235K |
| Montecito Bank & Trust | 0.05% | Reduce -2.3% | 1,471 | $234K |
| Valmark Advisers, Inc. | 0.00% | New | 1,464 | $232K |
| Emprise Bank | 0.16% | — | 1,461 | $232K |
| Quantinno Capital Management LP | 0.01% | New | 1,458 | $232K |
| Northstar Group, Inc. | 0.05% | No change | 1,455 | $231K |
| Keystone Wealth Services, LLC | 0.07% | No change | 1,443 | $229K |
| Live Oak Private Wealth LLC | 0.04% | No change | 1,438 | $228K |
| Epic Trust Investment Advisors, LLC | 0.28% | Reduce -35.8% | 1,438 | $228K |
| Saxon Interests, Inc. | 0.11% | Reduce -30.7% | 1,424 | $226K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -4.8% | 1,413 | $224K |
| Annandale Capital, LLC | 0.05% | No change | 1,408 | $224K |
| Romano Brothers and Company | 0.03% | No change | 1,403 | $223K |
| International Assets Investment Management, LLC | 0.02% | New | 1,410 | $222K |
| Trust Point Inc. | 0.02% | Reduce -6.2% | 1,392 | $221K |
| Cascade Financial Partners, LLC | 0.03% | — | 1,465 | $220K |
| Litman Gregory Wealth Management LLC | 0.02% | Reduce -20.2% | 1,384 | $220K |
| Westshore Wealth, LLC | 0.09% | No change | 1,365 | $217K |
| Ieq Capital, LLC | 0.00% | No change | 1,364 | $217K |
| S.A. Mason LLC | 0.13% | No change | 1,363 | $216K |
| 1834 Investment Advisors Co. | 0.03% | No change | 1,361 | $216K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.2% | 1,362 | $216K |
| Wedbush Securities Inc. | 0.01% | New | 1,340 | $213K |
| Hollencrest Capital Management | 0.01% | Reduce -32.3% | 1,335 | $212K |
| Athena Investment Management | 0.13% | No change | 1,325 | $210K |
| Geller Advisors LLC | 0.02% | New | 1,319 | $210K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.5% | 1,316 | $209K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.9% | 1,309 | $208K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -0.4% | 1,301 | $207K |
| HM Payson & Co. | 0.00% | No change | 1,299 | $206K |
| 9258 Wealth Management, LLC | 0.03% | No change | 1,295 | $206K |
| William Howard & Co Financial Advisors Inc | 0.19% | — | 1,289 | $205K |
| Accel Wealth Management | 0.09% | New | 1,285 | $204K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | New | 1,283 | $204K |
| Wells Trecaso Financial Group, LLC | 0.07% | Reduce -10.9% | 1,277 | $203K |
| GYL Financial Synergies, LLC | 0.02% | New | 1,274 | $202K |
| Partners in Financial Planning | 0.04% | New | 1,270 | $202K |
| JDM Financial Group LLC | 0.15% | Add +0.1% | 1,269 | $202K |
| Portland Global Advisors LLC | 0.03% | New | 1,269 | $202K |
| Parkside Advisors LLC | 0.05% | New | 1,267 | $201K |
| Kanawha Capital Management LLC | 0.02% | Reduce -6.3% | 1,265 | $201K |
| NCM Capital Management, LLC | 0.11% | Reduce -5.3% | 1,262 | $200K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 1,236 | $196K |
| WASHINGTON TRUST Co | 0.01% | Add +19.4% | 1,232 | $196K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,254 | $195K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,161 | $184K |
| New Republic Capital, LLC | 0.12% | No change | 1,159 | $184K |
| Cherry Tree Wealth Management, LLC | 0.05% | Reduce -17.9% | 1,129 | $179K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +0.2% | 1,125 | $179K |
| Stephens Consulting, LLC | 0.05% | No change | 1,111 | $176K |
| Lazard Asset Management LLC | 0.00% | No change | 1,100 | $174K |
| Bessemer Group Inc. | 0.00% | Reduce -41.6% | 1,084 | $172K |
| Grand Wealth Management, LLC | 0.08% | No change | 1,046 | $166K |
| Red Tortoise LLC | 0.09% | Reduce -0.6% | 1,021 | $162K |
| DHJJ Financial Advisors, Ltd. | 0.07% | No change | 1,015 | $161K |
| Grove Bank & Trust | 0.03% | Add +180.3% | 1,012 | $161K |
| City State Bank | 0.07% | No change | 966 | $153K |
| Centaurus Financial, Inc. | 0.01% | Reduce -7.1% | 950 | $151K |
| Tyler-Stone Wealth Management | 0.06% | Reduce -30.8% | 900 | $143K |
| Rothschild Investment LLC | 0.01% | Add +3.2% | 879 | $140K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 858 | $136K |
| Versant Capital Management, Inc | 0.04% | No change | 856 | $136K |
| ICA Group Wealth Management, LLC | 0.03% | Add +0.4% | 840 | $133K |
| Addison Advisors LLC | 0.05% | No change | 826 | $131K |
| WealthShield Partners, LLC | 0.02% | No change | 818 | $130K |
| Bromfield Sneider Wealth Advisors | 0.08% | No change | 811 | $129K |
| LRI Investments, LLC | 0.03% | — | 758 | $120K |
| Coston, McIsaac & Partners | 0.04% | No change | 755 | $119K |
| Atticus Wealth Management, LLC | 0.04% | Reduce -1.0% | 715 | $114K |
| First United Bank & Trust | 0.04% | Reduce -4.4% | 711 | $113K |
| Sage Mountain Advisors LLC | 0.01% | No change | 709 | $113K |
| SouthState Bank Corp | 0.01% | No change | 701 | $111K |
| PFC Capital Group, Inc. | 0.06% | New | 700 | $111K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.3% | 680 | $108K |
| Oakworth Capital, Inc. | 0.01% | No change | 670 | $106K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 669 | $106K |
| GAMMA Investing LLC | 0.02% | No change | 662 | $105K |
| West Paces Advisors Inc. | 0.03% | No change | 650 | $103K |
| Gilliland Jeter Wealth Management LLC | 0.04% | New | 649 | $103K |
| Atwood & Palmer Inc. | 0.01% | No change | 639 | $101K |
| Evensky & Katz LLC | 0.01% | Reduce -12.8% | 631 | $100K |
| Nvwm, LLC | 0.03% | Reduce -32.3% | 629 | $100K |
| CarsonAllaria Wealth Management, Ltd. | 0.06% | Add +1161.2% | 618 | $98K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 605 | $96K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 610 | $96K |
| Robinswood Financial LLC | 0.04% | Add +0.2% | 567 | $89K |
| TFO Wealth Partners, LLC | 0.02% | No change | 560 | $89K |
| Westside Investment Management, Inc. | 0.02% | Add +4.7% | 560 | $89K |
| AlphaMark Advisors, LLC | 0.03% | Reduce -10.8% | 534 | $85K |
| CoreFirst Bank & Trust | 0.05% | No change | 525 | $83K |
| Balentine LLC | 0.00% | No change | 509 | $81K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 502 | $80K |
| Manchester Capital Management LLC | 0.01% | No change | 500 | $79K |
| CNB Bank | 0.04% | Add +26.6% | 486 | $77K |
| Caitlin John, LLC | 0.06% | Reduce -0.8% | 482 | $77K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -12.6% | 481 | $76K |
| Hilltop Holdings Inc. | 0.01% | New | 481 | $76K |
| Windsor Advisory Group, LLC | 0.21% | No change | 474 | $75K |
| Cambridge Trust Co. | 0.00% | New | 460 | $73K |
| Banque Cantonale Vaudoise | 0.00% | Add +11.8% | 446 | $71K |
| Aspire Private Capital, LLC | 0.02% | Reduce -11.3% | 440 | $70K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 438 | $70K |
| Frazier Financial Advisors, LLC | 0.06% | No change | 428 | $68K |
| MilWealth Group LLC | 0.02% | No change | 417 | $66K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +0.2% | 414 | $65K |
| Bear Mountain Capital, Inc. | 0.03% | Reduce -0.5% | 419 | $61K |
| Rice Partnership, LLC | 0.01% | No change | 375 | $60K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 370 | $59K |
| Provenance Wealth Advisors, LLC | 0.01% | Add +50.2% | 362 | $57K |
| Roble, Belko & Company, Inc | 0.01% | No change | 340 | $54K |
| Ballast Advisors LLC | 0.02% | No change | 338 | $54K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 330 | $52K |
| Marquette Asset Management, LLC | 0.01% | No change | 324 | $51K |
| DT Investment Partners, LLC | 0.01% | No change | 313 | $50K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 312 | $50K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 310 | $49K |
| Future Financial Wealth Managment LLC | 0.04% | New | 300 | $48K |
| Tidemark, LLC | 0.03% | Add +0.3% | 295 | $47K |
| Private Ocean, LLC | 0.01% | No change | 295 | $47K |
| United Community Bank | 0.02% | No change | 273 | $43K |
| FSC Wealth Advisors, LLC | 0.03% | New | 258 | $41K |
| LifeSteps Financial, Inc. | 0.03% | New | 255 | $40K |
| Spotlight Asset Group, Inc. | 0.03% | Reduce -3.5% | 245 | $39K |
| Private Capital Management LLC | 0.01% | Add +2.9% | 245 | $39K |
| Clearstead Trust, LLC | 0.01% | Add +75.9% | 241 | $38K |
| Biltmore Family Office, LLC | 0.01% | Add +16.5% | 233 | $37K |
| Archer Investment Corp | 0.01% | No change | 231 | $37K |
| Creative Financial Designs Inc. | 0.00% | Reduce -9.9% | 228 | $36K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | No change | 222 | $35K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 221 | $35K |
| TruNorth Capital Management, LLC | 0.01% | — | 216 | $34K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -9.3% | 214 | $34K |
| Pflug Koory, LLC | 0.00% | No change | 205 | $33K |
| Sound Income Strategies, LLC | 0.00% | Reduce -22.3% | 202 | $32K |
| Wolverine Asset Management LLC | 0.00% | No change | 200 | $32K |
| Blue Trust, Inc. | 0.00% | Reduce -29.5% | 196 | $31K |
| Birchbrook, Inc. | 0.02% | No change | 189 | $30K |
| Tsfg, LLC | 0.01% | Reduce -44.1% | 190 | $30K |
| CoreCap Advisors, LLC | 0.00% | New | 181 | $29K |
| Northwest Capital Management Inc | 0.01% | No change | 180 | $29K |
| HHM Wealth Advisors, LLC | 0.00% | New | 176 | $28K |
| Retirement Group, LLC | 0.01% | No change | 168 | $27K |
| MCF Advisors LLC | 0.00% | No change | 163 | $26K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 160 | $25K |
| Perkins Coie Trust Co | 0.01% | No change | 155 | $25K |
| Planning Capital Management Corp | 0.02% | No change | 154 | $24K |
| Hanson & Doremus Investment Management | 0.00% | No change | 151 | $24K |
| Sittner & Nelson, LLC | 0.01% | No change | 151 | $24K |
| Investors Research Corp | 0.01% | No change | 150 | $24K |
| Monetary Management Group Inc. | 0.01% | No change | 150 | $24K |
| Horizon Bancorp Inc. | 0.01% | No change | 145 | $23K |
| Abound Wealth Management | 0.01% | No change | 145 | $23K |
| Beacon Capital Management, LLC | 0.00% | Add +142.4% | 143 | $23K |
| Westend Capital Management, LLC | 0.01% | — | 142 | $23K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 137 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +149.1% | 137 | $22K |
| Main Street Group, LTD | 0.01% | No change | 131 | $21K |
| Armor Investment Advisors, LLC | 0.01% | No change | 130 | $21K |
| Nemes Rush Group LLC | 0.00% | Add +77.8% | 128 | $20K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -67.3% | 120 | $19K |
| Clear Point Advisors Inc. | 0.02% | Add +0.9% | 116 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.9% | 114 | $18K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -21.3% | 107 | $17K |
| Element Wealth, LLC | 0.01% | No change | 106 | $17K |
| Salem Investment Counselors Inc. | 0.00% | Add +40.0% | 105 | $17K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $16K |
| Ransom Advisory, Ltd | 0.01% | — | 100 | $16K |
| Smartleaf Asset Management LLC | 0.00% | No change | 100 | $16K |
| Horizons Wealth Management | 0.01% | No change | 100 | $16K |
| Richardson Financial Services Inc. | 0.01% | New | 95 | $15K |
| Barrett & Company, Inc. | 0.01% | No change | 95 | $15K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 93 | $15K |
| 1832 Asset Management L.P. | 0.00% | No change | 84 | $13K |
| Milestone Investment Advisors LLC | 0.00% | No change | 76 | $12K |
| Pacifica Partners Inc. | 0.01% | No change | 77 | $12K |
| GoalVest Advisory LLC | 0.00% | New | 72 | $11K |
| Register Financial Advisors LLC | 0.01% | No change | 70 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 70 | $11K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 70 | $11K |
| Fairman Group, LLC | 0.01% | Add +1.4% | 70 | $11K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 70 | $11K |
| Founders Capital Management | 0.01% | No change | 66 | $10K |
| Central Bank & Trust Co. | 0.00% | No change | 65 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 63 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 63 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 65 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 61 | $10K |
| Activest Wealth Management | 0.00% | No change | 57 | $9K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 58 | $9K |
| Advantage Trust Co | 0.01% | No change | 55 | $9K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 56 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 50 | $8K |
| IAG Wealth Partners, LLC | 0.00% | New | 50 | $8K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -68.0% | 49 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 48 | $8K |
| Gradient Investments LLC | 0.00% | Reduce -44.7% | 47 | $7K |
| Mechanics Financial Corp | 0.00% | No change | 45 | $7K |
| Optimum Investment Advisors | 0.00% | No change | 40 | $6K |
| Northwest Investment Counselors, LLC | 0.00% | New | 36 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 32 | $5K |
| PrairieView Partners, LLC | 0.00% | No change | 30 | $5K |
| Chelsea Counsel Co. | 0.00% | New | 31 | $5K |
| Ables, Iannone, Moore & Associates, Inc. | 0.00% | No change | 31 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 29 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 28 | $4K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 29 | $4K |
| Woodmont Investment Counsel LLC | 0.00% | New | 26 | $4K |
| Tower View Wealth Management LLC | 0.00% | New | 25 | $4K |
| Belmont Capital, LLC | 0.00% | No change | 25 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 23 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 23 | $4K |
| JNBA Financial Advisors | 0.00% | No change | 21 | $3K |
| Hilltop National Bank | 0.00% | — | 20 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 19 | $3K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 19 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 17 | $3K |
| Castleview Partners, LLC | 0.00% | No change | 16 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 16 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $2K |
| Realta Investment Advisors | 0.00% | New | 15 | $2K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 11 | $2K |
| Global Wealth Strategies & Associates | 0.00% | New | 9 | $1K |
| Fernwood Investment Management, LLC | 0.00% | New | 9 | $1K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -67.9% | 9 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | New | 9 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -52.9% | 8 | $1K |
| Operose Advisors LLC | 0.00% | New | 7 | $1K |
| Creekmur Asset Management LLC | 0.00% | New | 7 | $1K |
| Concord Wealth Partners | 0.00% | No change | 5 | $820 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 5 | $795 |
| Provident Wealth Management, LLC | 0.00% | New | 5 | $794 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $643 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -96.9% | 4 | $636 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $318 |
| Cornerstone Planning Group LLC | 0.00% | No change | 2 | $309 |
"% of holder's portfolio" is IWN's weight in each manager's 13F, not the share of iShares Russell 2000 Value E the manager owns.