iShares Russell 2000 Value EIWNETF
13F holders, Q2 2024 (June 30)930holders −22
63new positions
86sold out
5famous investors
$150.52avg. 13F price*
At the end of Q2 2024, 930 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, down 22 from Q1 2024. 63 opened new positions and 86 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($748.1M) and Tiaa Trust, National Association ($398.8M). 5 famous investors held it, including Jeff Smith (4.5% of Starboard Value's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and John W. Rogers Jr. (0.0% of Ariel Investments'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $346.9M |
| Exits | 86 | $120.8M |
All 13F filers, Q1 2024 → Q2 2024: 5,223,447 shares bought and 5,683,891 shares sold, net −460,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 930 holders
| Bank of America Corp. | 0.10% | Add +6.8% | 6,665,967 | $1.0B |
| Morgan Stanley | 0.06% | Reduce -19.1% | 4,912,039 | $748.1M |
| Tiaa Trust, National Association | 1.23% | Add +1.9% | 2,634,629 | $398.8M |
| Jones Financial Companies LLLP | 0.44% | Add +5.6% | 2,477,240 | $377.3M |
| Envestnet Asset Management Inc. | 0.10% | Add +0.4% | 1,955,890 | $297.9M |
| Starboard Value | 4.55% | Reduce -24.9% | 1,280,000 | $194.9M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -0.8% | 1,192,760 | $181.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -18.6% | 1,101,454 | $167.8M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -13.7% | 1,038,778 | $158.2M |
| D.A. Davidson & Co. | 1.40% | Add +1.7% | 1,034,129 | $157.5M |
| UBS Group AG | 0.05% | Reduce -4.7% | 1,017,823 | $155.0M |
| M&T Bank Corp | 0.50% | Add +4.5% | 957,311 | $145.8M |
| Alaska Permanent Fund Corp | 2.16% | No change | 850,047 | $145.5M |
| Wells Fargo & Company | 0.04% | Reduce -5.6% | 908,512 | $138.4M |
| Betterment LLC | 0.35% | Reduce -4.2% | 893,505 | $136.1M |
| LPL Financial LLC | 0.06% | Add +8.9% | 820,669 | $125.0M |
| US Bancorp \de | 0.16% | Add +7.2% | 765,486 | $116.6M |
| State Board of Administration of Florida Retirement System | 0.22% | New | 720,322 | $109.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +16.9% | 669,000 | $101.9M |
| Northern Trust Corp. | 0.02% | Reduce -21.5% | 630,835 | $96.1M |
| Cassaday & Co Wealth Management LLC | 2.78% | Add +2.2% | 579,767 | $88.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.5% | 562,084 | $85.6M |
| Facet Wealth, Inc. | 2.21% | Add +17.2% | 421,667 | $71.9M |
| Manufacturers Life Insurance Company, The | 0.07% | New | 464,349 | $70.7M |
| Royal Bank of Canada | 0.02% | Reduce -8.2% | 449,896 | $68.5M |
| Victory Capital Management Inc. | 0.07% | Reduce -7.5% | 443,200 | $67.5M |
| Focus Partners Wealth | 0.23% | Add +98.7% | 424,902 | $67.0M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +10.2% | 395,905 | $60.3M |
| Commerce Bank | 0.37% | Reduce -9.1% | 376,197 | $57.3M |
| Wolverine Trading, LLC | 0.88% | New | 353,752 | $53.9M |
| Badgley Phelps Wealth Managers, LLC | 1.32% | Reduce -0.5% | 351,528 | $53.5M |
| Jasper Ridge Partners, L.P. | 1.71% | Reduce -10.4% | 346,539 | $52.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -19.4% | 318,298 | $48.5M |
| AMG National Trust Bank | 1.28% | Reduce -0.5% | 310,823 | $47.3M |
| Whittier Trust Co. | 0.67% | Add +4.2% | 310,339 | $47.3M |
| Pathstone Holdings, LLC | 0.21% | Add +25.4% | 303,376 | $46.2M |
| Sei Investments Co. | 0.06% | Reduce -6.3% | 297,554 | $45.3M |
| Raymond James & Associates | 0.03% | Reduce -21.7% | 277,906 | $42.3M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.0% | 267,070 | $40.7M |
| Waldron Private Wealth LLC | 1.66% | Reduce -1.4% | 243,783 | $37.1M |
| MAI Capital Management | 0.36% | Reduce -1.8% | 238,923 | $36.4M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -51.6% | 233,837 | $35.6M |
| Comprehensive Financial Management LLC | 1.24% | No change | 230,481 | $35.1M |
| Choreo, LLC | 0.58% | Add +2.7% | 227,825 | $34.4M |
| Stephens Group Asset Management, LLC | 3.12% | Reduce -0.1% | 224,950 | $34.3M |
| Cetera Investment Advisers | 0.08% | Reduce -0.6% | 222,327 | $33.9M |
| Picton Mahoney Asset Management | 1.42% | Reduce -32.7% | 218,770 | $33.3M |
| BlackRock Inc. | 0.00% | Add +10.5% | 214,968 | $32.7M |
| Pacific Life Fund Advisors LLC | 3.25% | Reduce -1.7% | 213,971 | $32.6M |
| Truist Financial Corp. | 0.05% | Reduce -4.9% | 201,915 | $30.8M |
| FMR LLC | 0.00% | Add +60.8% | 197,594 | $30.1M |
| Brown Advisory Inc. | 0.04% | Reduce -26.2% | 195,995 | $29.9M |
| Citigroup Inc. | 0.03% | Reduce -9.4% | 195,126 | $29.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -36.2% | 190,447 | $29.0M |
| Bank of Montreal | 0.01% | Reduce -0.5% | 181,513 | $28.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Add +71.1% | 184,413 | $28.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.6% | 181,380 | $27.6M |
| Whittier Trust Co. of Nevada Inc. | 0.72% | Add +3.2% | 170,487 | $26.0M |
| Mariner, LLC | 0.05% | Reduce -2.4% | 168,228 | $25.6M |
| Castleark Management LLC | 1.02% | No change | 163,710 | $24.9M |
| Modera Wealth Management, LLC | 0.36% | Reduce -2.4% | 159,000 | $24.2M |
| WoodTrust Financial Corp | 3.52% | New | 148,759 | $22.7M |
| Corient Private Wealth LP | 0.04% | Add +5.2% | 147,559 | $22.4M |
| Johnson Investment Counsel Inc. | 0.23% | Add +2.3% | 146,305 | $22.3M |
| Courier Capital LLC | 1.76% | Reduce -0.1% | 145,347 | $22.1M |
| Wellington Management Group LLP | 0.00% | Add +23.5% | 135,836 | $20.7M |
| Arax Advisory Partners | 1.98% | Reduce -3.2% | 133,267 | $20.3M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -51.0% | 124,235 | $18.9M |
| Gendell Jeffrey L | 0.65% | Add +8.9% | 121,876 | $18.6M |
| D. E. Shaw & Co. | 0.03% | Add +43.8% | 118,210 | $18.0M |
| Prudential Financial Inc. | 0.03% | Reduce -6.7% | 115,601 | $17.6M |
| Comerica Bank | 0.07% | Reduce -1.6% | 115,498 | $17.6M |
| Janus Henderson Group PLC | 0.01% | New | 113,367 | $17.3M |
| SVB Wealth LLC | 0.42% | Reduce -21.9% | 111,892 | $17.0M |
| Vestcor Inc | 0.57% | No change | 110,500 | $16.8M |
| Fiduciary Trust Co | 0.25% | Reduce -2.0% | 109,764 | $16.7M |
| Atom Investors LP | 1.67% | New | 109,387 | $16.7M |
| Savant Capital, LLC | 0.17% | Add +0.0% | 109,054 | $16.6M |
| Zhang Financial LLC | 1.14% | Reduce -3.0% | 106,851 | $16.3M |
| Covenant Partners, LLC | 4.77% | Reduce -6.0% | 102,934 | $15.7M |
| Moneta Group Investment Advisors LLC | 0.24% | Reduce -5.3% | 99,772 | $15.2M |
| Fifth Third Bancorp | 0.06% | Reduce -5.2% | 99,475 | $15.2M |
| Thompson Siegel & Walmsley LLC | 0.24% | Add +18.5% | 98,041 | $14.9M |
| Baird Financial Group, Inc. | 0.03% | Reduce -3.8% | 96,507 | $14.7M |
| Cerity Partners LLC | 0.04% | Add +8.8% | 95,324 | $14.5M |
| Stephens Inc. | 0.22% | Reduce -30.9% | 92,615 | $14.1M |
| Synovus Financial Corp. | 0.18% | Reduce -0.8% | 91,011 | $13.9M |
| Aspiriant, LLC | 0.55% | Reduce -2.4% | 89,190 | $13.6M |
| HSBC Holdings PLC | 0.01% | Add +77.0% | 88,808 | $13.5M |
| Creative Planning | 0.01% | Add +3.1% | 85,217 | $13.0M |
| Waverly Advisors, LLC | 0.25% | Reduce -7.8% | 84,412 | $12.9M |
| CW Advisors, LLC | 0.20% | Add +7.2% | 81,362 | $12.4M |
| CHURCHILL MANAGEMENT Corp | 0.14% | Add +0.5% | 80,466 | $12.3M |
| Susquehanna International Group, LLP | 0.02% | Add +502.8% | 80,091 | $12.2M |
| Two Sigma Investments, LP | 0.03% | Reduce -28.0% | 79,900 | $12.2M |
| Alliancebernstein L.P. | 0.00% | Add +2.3% | 79,671 | $12.1M |
| Powell Investment Advisors, LLC | 6.25% | Add +2.8% | 79,240 | $12.1M |
| Principal Financial Group Inc. | 0.01% | Add +21.2% | 77,750 | $11.8M |
| Captrust Financial Advisors | 0.04% | Reduce -15.6% | 77,742 | $11.8M |
| New South Capital Management Inc. | 0.51% | Reduce -19.0% | 75,296 | $11.5M |
| Public Employees Retirement System of Ohio | 0.04% | Reduce -20.2% | 74,091 | $11.3M |
| Silvercrest Asset Management Group LLC | 0.07% | Add +224.1% | 71,086 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +0.9% | 70,822 | $10.8M |
| Hillcrest Wealth Advisors - NY, LLC | 5.79% | Reduce -0.2% | 70,595 | $10.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.1% | 70,503 | $10.7M |
| NorthCoast Asset Management LLC | 0.09% | Add +600.0% | 69,895 | $10.6M |
| Sonata Capital Group Inc. | 5.41% | Reduce -6.1% | 69,160 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -38.5% | 65,079 | $9.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -13.0% | 64,881 | $9.9M |
| Keybank National Association | 0.04% | Reduce -1.1% | 64,451 | $9.8M |
| Franklin Resources Inc. | 0.00% | Reduce -37.9% | 64,144 | $9.8M |
| Avantax Planning Partners, Inc. | 0.31% | Reduce -27.2% | 63,350 | $9.6M |
| Performa Ltd (US), LLC | 3.96% | No change | 63,184 | $9.6M |
| LBJ Family Wealth Advisors, Ltd. | 6.02% | Reduce -2.1% | 62,933 | $9.6M |
| Harbor Investment Advisory, LLC | 1.00% | Reduce -1.2% | 62,867 | $9.6M |
| Blair William & Co. | 0.03% | Reduce -0.9% | 62,407 | $9.5M |
| State Street Corp. | 0.00% | Add +1.6% | 62,300 | $9.5M |
| Glenmede Trust Co. NA | 0.05% | Reduce -0.2% | 61,249 | $9.3M |
| RTD Financial Advisors, Inc. | 1.24% | Reduce -1.4% | 60,359 | $9.2M |
| Carolinas Wealth Consulting LLC | 1.74% | Reduce -2.7% | 59,317 | $9.0M |
| Pure Financial Advisors, LLC | 0.25% | Add +10.8% | 59,016 | $9.0M |
| Allworth Financial LP | 0.06% | Add +2.0% | 54,425 | $9.0M |
| First Horizon Advisors, Inc. | 0.27% | Reduce -6.7% | 58,308 | $8.9M |
| Leeward Investments, LLC - MA | 0.41% | Add +155.9% | 58,217 | $8.9M |
| Bailard, Inc. | 0.24% | Reduce -88.3% | 57,020 | $8.7M |
| Royce & Associates LP | 0.08% | Add +1.2% | 56,190 | $8.6M |
| Wealthspire Advisors, LLC | 0.11% | Add +12.8% | 55,947 | $8.5M |
| Mma Asset Management LLC | 3.99% | Add +1.2% | 55,935 | $8.5M |
| EP Wealth Advisors, LLC | 0.09% | Add +13.8% | 53,892 | $8.2M |
| Squarepoint Ops LLC | 0.03% | New | 53,767 | $8.2M |
| Cresset Asset Management, LLC | 0.03% | Add +14.8% | 53,028 | $8.1M |
| One Capital Management, LLC | 0.27% | Reduce -5.6% | 52,457 | $8.0M |
| TD Waterhouse Canada Inc. | 0.07% | Add +0.1% | 52,585 | $8.0M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -6.0% | 52,637 | $8.0M |
| Two Sigma Advisers, LP | 0.02% | New | 50,800 | $7.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +15.6% | 53,765 | $7.6M |
| Stifel Financial Corp. | 0.01% | Reduce -41.5% | 49,858 | $7.6M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -4.9% | 47,793 | $7.3M |
| Marion Wealth Management | 2.07% | Reduce -0.4% | 46,213 | $7.0M |
| Citadel Advisors | 0.01% | Add +1182.8% | 45,477 | $6.9M |
| Aristotle Capital Boston, LLC | 0.23% | Reduce -42.3% | 44,895 | $6.8M |
| Buckingham Strategic Wealth, LLC | 0.07% | Reduce -2.9% | 44,474 | $6.8M |
| Venture Visionary Partners LLC | 0.32% | Reduce -0.1% | 44,433 | $6.8M |
| Corundum Group, Inc. | 2.64% | Reduce -1.2% | 44,363 | $6.8M |
| TD Asset Management Inc | 0.01% | Add +0.2% | 44,085 | $6.7M |
| CM Wealth Advisors LLC | 3.11% | Reduce -18.4% | 42,965 | $6.5M |
| Brookstone Capital Management | 0.11% | Add +2.1% | 38,696 | $6.5M |
| Vaughan Nelson Investment Management, L.P. | 0.06% | Reduce -14.4% | 42,730 | $6.5M |
| Capital Fund Management S.A. | 0.07% | New | 40,850 | $6.2M |
| Barclays PLC | 0.00% | Reduce -48.2% | 38,752 | $5.9M |
| Sanders Morris Harris LLC | 0.96% | New | 38,183 | $5.8M |
| Shapiro Capital Management LLC | 0.17% | Reduce -67.5% | 38,032 | $5.8M |
| Idaho Trust Co | 2.96% | New | 38,021 | $5.8M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Add +82.2% | 36,713 | $5.6M |
| Avantax Advisory Services, Inc. | 0.04% | Add +2.3% | 36,512 | $5.6M |
| HB Wealth Management, LLC | 0.06% | Reduce -2.0% | 36,427 | $5.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.3% | 35,631 | $5.4M |
| Viewpoint Capital Management LLC | 3.29% | Add +3.6% | 35,254 | $5.4M |
| Independent Family Office, LLC | 3.04% | No change | 34,985 | $5.3M |
| Wesbanco Bank Inc. | 0.20% | Reduce -2.5% | 34,942 | $5.3M |
| Oldfather Financial Services, LLC | 2.14% | Add +1.0% | 34,184 | $5.2M |
| Hancock Whitney Corp. | 0.18% | Reduce -3.5% | 33,884 | $5.2M |
| Oxford Financial Group, LTD. LLC | 0.34% | Reduce -1.0% | 33,590 | $5.1M |
| Sanctuary Advisors, LLC | 0.04% | — | 33,695 | $5.1M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Reduce -4.5% | 33,234 | $5.1M |
| Brooklyn FI, LLC | 1.94% | Reduce -36.9% | 32,558 | $5.0M |
| XML Financial, LLC | 0.49% | Add +0.4% | 32,053 | $4.9M |
| Northeast Financial Consultants Inc | 0.22% | Add +0.0% | 31,938 | $4.9M |
| Lone Peak Global Investors LLC | 1.03% | New | 31,200 | $4.8M |
| Heron Bay Capital Management | 1.01% | No change | 31,091 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.8% | 30,734 | $4.7M |
| Bare Financial Services, Inc | 2.42% | Add +0.2% | 26,869 | $4.6M |
| Lwmg, LLC | 0.94% | Add +12.5% | 29,397 | $4.5M |
| Tocqueville Asset Management L.P. | 0.07% | Reduce -2.4% | 29,394 | $4.5M |
| McLean Asset Management Corp | 1.44% | Add +0.0% | 29,262 | $4.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.61% | Reduce -8.5% | 29,274 | $4.5M |
| Mullaney, Keating & Wright, Inc. | 3.41% | — | 28,924 | $4.4M |
| Titleist Asset Management, LLC | 0.66% | Add +1.5% | 28,557 | $4.3M |
| Cwm, LLC | 0.02% | Add +2.4% | 27,930 | $4.3M |
| Whitegate Investment Counselors, Inc. | 1.20% | Reduce -0.4% | 27,736 | $4.2M |
| MML Investors Services, LLC | 0.02% | Reduce -12.4% | 27,058 | $4.1M |
| Bokf, NA | 0.07% | Add +6.2% | 26,947 | $4.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.55% | Add +1.4% | 26,824 | $4.1M |
| Noble Family Wealth, LLC | 1.16% | No change | 26,464 | $4.0M |
| Sierra Capital LLC | 0.54% | Reduce -32.1% | 26,415 | $4.0M |
| Parkside Financial Bank & Trust | 0.62% | Add +1.1% | 25,780 | $3.9M |
| United Asset Strategies, Inc. | 0.39% | Reduce -0.1% | 25,715 | $3.9M |
| Earnest Partners LLC | 0.02% | Reduce -17.1% | 25,198 | $3.8M |
| Ssi Investment Management LLC | 1.49% | Reduce -37.0% | 24,755 | $3.8M |
| Harbour Investments, Inc. | 0.13% | Add +1.4% | 24,572 | $3.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -11.4% | 24,571 | $3.7M |
| Segall Bryant & Hamill, LLC | 0.07% | Reduce -10.9% | 24,502 | $3.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -9.4% | 24,354 | $3.7M |
| Mill Creek Capital Advisors, LLC | 0.09% | New | 24,007 | $3.7M |
| Interactive Financial Advisors, Inc. | 2.00% | Reduce -0.4% | 23,887 | $3.6M |
| SCS Capital Management LLC | 0.08% | No change | 23,791 | $3.6M |
| Boston Partners | 0.00% | Add +109.9% | 23,282 | $3.5M |
| Bishop & Co Investment Management, LLC | 2.14% | Reduce -1.2% | 23,196 | $3.5M |
| Prosperity Planning, Inc. | 1.20% | Reduce -1.3% | 22,928 | $3.5M |
| Foundation Wealth Management, LLC | 2.70% | Reduce -0.2% | 22,654 | $3.4M |
| Equitable Holdings, Inc. | 0.04% | Reduce -3.8% | 22,537 | $3.4M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -0.1% | 22,535 | $3.4M |
| Financial Counselors Inc. | 0.05% | Reduce -2.0% | 21,891 | $3.3M |
| German American Bancorp, Inc. | 0.38% | Reduce -1.7% | 21,734 | $3.3M |
| Northwest Wealth Management, LLC | 0.84% | Reduce -1.2% | 21,274 | $3.2M |
| Atlas Brown,Inc. | 1.14% | Add +0.5% | 20,949 | $3.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -21.6% | 20,881 | $3.2M |
| Raymond James Trust N.A. | 0.07% | Reduce -4.7% | 20,687 | $3.2M |
| Bridges Investment Management Inc. | 0.05% | Add +23.6% | 20,632 | $3.1M |
| Harbor Capital Advisors, Inc. | 0.24% | Add +111.8% | 20,633 | $3.1M |
| Investment Partners, LTD. | 1.41% | Reduce -2.5% | 20,563 | $3.1M |
| Vance Wealth, LLC | 1.28% | Add +5.5% | 20,427 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +3.2% | 20,394 | $3.1M |
| City Holding Co. | 0.46% | Add +0.9% | 20,270 | $3.1M |
| Integrated Investment Consultants, LLC | 0.84% | No change | 19,311 | $3.1M |
| Texas Yale Capital Corp. | 0.14% | No change | 19,869 | $3.0M |
| Tobias Financial Advisors, Inc. | 0.62% | Reduce -3.3% | 18,846 | $2.9M |
| GHP Investment Advisors, Inc. | 0.14% | Reduce -2.6% | 18,826 | $2.9M |
| Visionary Wealth Advisors | 0.19% | Add +1.3% | 18,775 | $2.9M |
| CENTRAL TRUST Co | 0.07% | Reduce -0.8% | 18,764 | $2.9M |
| Stevens Capital Partners | 1.45% | Reduce -5.9% | 18,472 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.6% | 17,970 | $2.7M |
| Country Club Bank | 0.19% | Reduce -9.7% | 18,000 | $2.7M |
| FMA Wealth Management, LLC | 2.17% | Reduce -0.0% | 17,649 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +470.9% | 17,641 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Reduce -2.8% | 17,261 | $2.6M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -24.5% | 17,219 | $2.6M |
| Atlas Capital Advisors Inc. | 0.34% | Reduce -29.0% | 16,973 | $2.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +1.1% | 16,730 | $2.5M |
| Weinberger Asset Management, Inc | 1.19% | Reduce -1.8% | 16,625 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Add +539.2% | 16,274 | $2.5M |
| EverSource Wealth Advisors, LLC | 0.16% | Add +21.8% | 14,349 | $2.5M |
| Concentric Wealth Management, LLC | 0.63% | Reduce -1.1% | 15,781 | $2.4M |
| Asset Management Group, Inc. | 0.36% | Reduce -0.6% | 15,713 | $2.4M |
| St. Louis Trust Co | 0.37% | No change | 15,710 | $2.4M |
| Simplex Trading, LLC | 0.08% | Add +45.4% | 15,530 | $2.4M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -0.7% | 15,523 | $2.4M |
| Global Retirement Partners, LLC | 0.07% | Add +1.9% | 15,288 | $2.3M |
| Wealth Architects, LLC | 0.28% | No change | 15,239 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -1.2% | 14,984 | $2.3M |
| Falcon Wealth Planning | 0.29% | Reduce -2.6% | 14,878 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -5.9% | 14,684 | $2.2M |
| UMB Bank, n.a. | 0.04% | Reduce -6.4% | 14,575 | $2.2M |
| Carnegie Investment Counsel | 0.07% | Add +3.3% | 14,548 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +3.3% | 14,503 | $2.2M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -0.4% | 13,987 | $2.2M |
| Clearstead Advisors, LLC | 0.04% | Add +46.6% | 14,218 | $2.2M |
| Graves Light Lenhart Wealth, Inc. | 0.25% | No change | 14,309 | $2.2M |
| Hardy Reed LLC | 0.21% | No change | 13,728 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.14% | No change | 13,283 | $2.0M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | Reduce -4.5% | 13,159 | $2.0M |
| Windward Private Wealth Management Inc. | 0.81% | Reduce -4.8% | 13,133 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.08% | Reduce -0.3% | 13,077 | $2.0M |
| Maltin Wealth Management, Inc. | 1.07% | Add +1.5% | 13,071 | $2.0M |
| Klingman & Associates, LLC | 0.13% | Add +2.1% | 12,942 | $2.0M |
| Washington Trust Bank | 0.19% | Reduce -0.2% | 12,829 | $2.0M |
| Regions Financial Corp. | 0.01% | Add +22.0% | 12,801 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +2.0% | 12,772 | $1.9M |
| Fifth Third Securities, Inc. | 0.18% | Add +5.8% | 12,750 | $1.9M |
| Marquette Associates, Inc. | 1.46% | Add +0.5% | 12,741 | $1.9M |
| Wealthfront Advisers LLC | 0.01% | Add +31.3% | 12,678 | $1.9M |
| SkyOak Wealth, LLC | 0.45% | Add +11.2% | 12,608 | $1.9M |
| Alamar Capital Management, LLC | 1.16% | — | 12,601 | $1.9M |
| Tradition Wealth Management, LLC | 0.18% | Reduce -3.0% | 12,563 | $1.9M |
| Lido Advisors, LLC | 0.02% | Add +10.1% | 12,528 | $1.9M |
| Summit Financial, LLC | 0.09% | Add +32.7% | 12,492 | $1.9M |
| ARK & TLK Investments, LLC | 0.70% | Add +0.1% | 12,295 | $1.9M |
| Wealth Dimensions Group, Ltd. | 0.53% | Reduce -5.0% | 12,215 | $1.9M |
| First Hawaiian Bank | 0.06% | Reduce -36.3% | 12,210 | $1.9M |
| Quadrant Capital Group LLC | 0.14% | No change | 12,203 | $1.9M |
| BHK Investment Advisors, LLC | 0.73% | Reduce -0.4% | 12,192 | $1.9M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -0.5% | 12,095 | $1.8M |
| Clayton Financial Group LLC | 0.80% | No change | 11,588 | $1.8M |
| Farmers & Merchants Investments Inc. | 0.06% | Add +1.7% | 12,078 | $1.8M |
| Vawter Financial, Ltd. | 1.26% | Reduce -1.0% | 12,014 | $1.8M |
| Towerpoint Wealth, LLC | 0.90% | Add +0.1% | 11,817 | $1.8M |
| CreativeOne Wealth, LLC | 0.09% | Add +8.0% | 11,814 | $1.8M |
| Mb, Levis & Associates, LLC | 0.94% | Add +0.4% | 11,712 | $1.8M |
| Old Mission Capital LLC | 0.05% | Add +212.7% | 11,650 | $1.8M |
| Fifth Third Wealth Advisors LLC | 0.13% | Add +64.8% | 11,476 | $1.7M |
| Central Pacific Bank - Trust Division | 0.22% | Reduce -36.4% | 11,375 | $1.7M |
| Toronto Dominion Bank | 0.00% | Add +9.4% | 11,323 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Add +12.5% | 11,223 | $1.7M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -10.3% | 11,107 | $1.7M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 10,947 | $1.7M |
| Wolf Group Capital Advisors | 0.66% | New | 10,921 | $1.7M |
| MV Capital Management, Inc. | 0.19% | No change | 10,911 | $1.7M |
| American Financial Advisors, LLC | 0.24% | Add +0.4% | 10,902 | $1.7M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -0.7% | 10,899 | $1.7M |
| FAS Wealth Partners, Inc. | 0.14% | Add +2.8% | 10,853 | $1.7M |
| TFB Advisors LLC | 0.52% | Add +10.4% | 10,540 | $1.6M |
| Roundview Capital LLC | 0.12% | Reduce -5.1% | 10,410 | $1.6M |
| Berkshire Asset Management LLC | 0.08% | Add +23.0% | 10,316 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.15% | Add +21.6% | 10,282 | $1.6M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -2.0% | 10,233 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +59.2% | 10,197 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.45% | Reduce -1.3% | 10,118 | $1.5M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Add +3.8% | 9,073 | $1.5M |
| Cornerstone Wealth Advisors, Inc. | 0.45% | Reduce -4.6% | 9,956 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -1.0% | 9,849 | $1.5M |
| Legacy Edge Advisors, LLC | 0.28% | Add +21.2% | 9,828 | $1.5M |
| Sandy Spring Bank | 0.07% | Reduce -20.8% | 9,817 | $1.5M |
| Legacy Bridge, LLC | 0.87% | No change | 9,730 | $1.5M |
| Lowery Thomas, LLC | 1.07% | Reduce -1.5% | 9,664 | $1.5M |
| Relyea Zuckerberg Hanson LLC | 0.25% | Reduce -2.6% | 9,648 | $1.5M |
| Alera Investment Advisors, LLC | 0.18% | Reduce -33.1% | 9,600 | $1.5M |
| Parallel Advisors, LLC | 0.04% | Add +1.1% | 9,528 | $1.5M |
| Blue Trust, Inc. | 0.02% | Add +4531.1% | 9,077 | $1.4M |
| Guggenheim Capital LLC | 0.01% | No change | 9,455 | $1.4M |
| World Investment Advisors | 0.09% | New | 9,452 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +6.6% | 9,450 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +12.9% | 9,426 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +27.4% | 9,380 | $1.4M |
| Zions Bancorporation, N.A. | 0.11% | Reduce -18.7% | 9,365 | $1.4M |
| Argent Trust Co | 0.06% | Reduce -1.5% | 9,355 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -3.6% | 9,298 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.5% | 9,267 | $1.4M |
| Verus Capital Partners, LLC | 0.14% | Reduce -8.8% | 9,180 | $1.4M |
| WealthPLAN Partners, LLC | 0.15% | Add +10.8% | 9,169 | $1.4M |
| BluePointe Capital Management, LLC | 0.91% | Reduce -5.3% | 8,864 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +26.6% | 8,838 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -4.0% | 8,821 | $1.3M |
| Altiora Financial Group, LLC | 0.31% | No change | 8,589 | $1.3M |
| Sterling Financial Group, Inc. | 0.59% | No change | 8,545 | $1.3M |
| Old National Bancorp | 0.03% | No change | 8,532 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Reduce -9.3% | 8,371 | $1.3M |
| Stordahl Capital Management, Inc. | 0.31% | Reduce -11.0% | 8,256 | $1.3M |
| McAdam, LLC | 0.08% | Reduce -1.1% | 8,200 | $1.2M |
| Chemung Canal Trust Co. | 0.24% | No change | 8,148 | $1.2M |
| Family Firm, Inc. | 0.27% | Add +0.5% | 8,015 | $1.2M |
| Towle & Co. | 0.16% | New | 8,010 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.7% | 7,977 | $1.2M |
| Affinity Capital Advisors, LLC | 0.25% | Reduce -4.5% | 7,965 | $1.2M |
| Cozad Asset Management Inc. | 0.12% | Add +1.3% | 7,885 | $1.2M |
| Financial Planning & Information Services, Inc. | 0.18% | Reduce -7.2% | 7,867 | $1.2M |
| Veery Capital, LLC | 0.48% | Add +5.0% | 7,796 | $1.2M |
| First Commonwealth Financial Corp | 0.31% | Reduce -17.1% | 7,783 | $1.2M |
| Eukles Asset Management | 0.51% | Add +0.6% | 7,754 | $1.2M |
| Harbour Capital Advisors, LLC | 0.28% | Reduce -4.0% | 7,795 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +1.2% | 7,704 | $1.2M |
| West Coast Financial LLC | 0.14% | No change | 7,676 | $1.2M |
| MWA Asset Management | 0.83% | Reduce -0.4% | 7,634 | $1.2M |
| Five Oceans Advisors | 0.61% | Reduce -0.1% | 7,632 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Add +7.0% | 7,580 | $1.2M |
| Park Place Capital Corp | 0.37% | Reduce -0.4% | 7,532 | $1.1M |
| LMCG Investments, LLC | 0.07% | Reduce -1.0% | 7,516 | $1.1M |
| Jordan Park Group LLC | 0.09% | Reduce -38.0% | 7,503 | $1.1M |
| SilverOak Wealth Management LLC | 0.27% | Reduce -0.9% | 7,498 | $1.1M |
| Archvest Wealth Advisors, Inc. | 0.75% | Reduce -74.3% | 7,505 | $1.1M |
| Factorial Partners, LLC | 0.69% | No change | 7,400 | $1.1M |
| 626 Financial, LLC | 0.65% | Reduce -4.2% | 7,332 | $1.1M |
| Wealth Advisory Solutions, LLC | 0.30% | Add +1.1% | 7,321 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.25% | Add +35.4% | 7,294 | $1.1M |
| Northwest & Ethical Investments L.P. | 0.03% | Reduce -31.8% | 7,285 | $1.1M |
| Systematic Financial Management LP | 0.03% | Add +75.3% | 7,260 | $1.1M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -0.7% | 7,227 | $1.1M |
| Luts & Greenleigh Group, Inc. | 1.14% | — | 7,194 | $1.1M |
| Renasant Bank | 0.75% | Reduce -0.4% | 7,176 | $1.1M |
| Morris Financial Concepts, Inc. | 0.52% | Add +1.3% | 7,151 | $1.1M |
| Pittenger & Anderson Inc. | 0.04% | No change | 7,125 | $1.1M |
| Composition Wealth, LLC | 0.03% | Reduce -21.8% | 7,116 | $1.1M |
| Insight 2811, Inc. | 0.56% | Reduce -6.6% | 7,102 | $1.1M |
| Connective Portfolio Management, LLC | 1.75% | No change | 7,085 | $1.1M |
| Pettinga Financial Advisors LLC | 0.27% | Add +2.9% | 7,073 | $1.1M |
| Paces Ferry Wealth Advisors, LLC | 0.64% | Add +0.0% | 7,011 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -10.7% | 6,994 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.5% | 6,869 | $1.0M |
| Cobblestone Capital Advisors LLC | 0.06% | Reduce -0.2% | 6,822 | $1.0M |
| PDS Planning, Inc | 0.10% | Add +0.2% | 6,574 | $1.0M |
| CI Investments Inc. | 0.00% | Reduce -3.7% | 6,571 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -9.3% | 6,526 | $994K |
| Crescent Grove Advisors, LLC | 0.11% | Reduce -6.5% | 6,516 | $992K |
| Grey Fox Wealth Advisors, LLC | 0.35% | Reduce -1.0% | 6,516 | $992K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.9% | 6,504 | $991K |
| Blue Bell Private Wealth Management, LLC | 0.20% | Reduce -1.5% | 6,491 | $989K |
| Bridge Advisory, LLC | 0.48% | Reduce -4.0% | 6,462 | $984K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -1.0% | 6,460 | $984K |
| Evanson Asset Management, LLC | 0.07% | Add +0.0% | 6,427 | $979K |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -10.6% | 6,414 | $977K |
| Financial Guidance Group, Inc. | 0.60% | Reduce -9.5% | 6,387 | $973K |
| Ariel Investments | 0.01% | Reduce -84.7% | 6,299 | $959K |
| Aletheian Wealth Advisors LLC | 0.49% | Add +3.7% | 6,131 | $934K |
| Becker Capital Management Inc. | 0.03% | No change | 6,131 | $934K |
| First Foundation Advisors | 0.04% | Reduce -15.3% | 6,090 | $928K |
| Geller Advisors LLC | 0.07% | Add +360.6% | 6,076 | $925K |
| North Star Investment Management Corp. | 0.07% | Reduce -2.2% | 6,055 | $922K |
| Highland Capital Management, LLC | 0.05% | Reduce -0.4% | 6,046 | $921K |
| First Bancorp, Inc | 0.68% | No change | 6,000 | $914K |
| Edge Capital Group, LLC | 0.04% | Reduce -2.4% | 5,777 | $880K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.51% | Add +9.3% | 5,734 | $873K |
| Goodwin Investment Advisory | 0.40% | Reduce -10.7% | 5,697 | $870K |
| Howland Capital Management LLC | 0.04% | Add +0.2% | 5,697 | $868K |
| Rodgers & Associates, LTD | 0.11% | Add +0.3% | 5,667 | $863K |
| Integrated Advisors Network LLC | 0.04% | Reduce -1.7% | 5,644 | $860K |
| Wealthspire Retirement, LLC | 0.07% | Reduce -3.0% | 5,628 | $857K |
| Smithfield Trust Co | 0.04% | Reduce -9.2% | 5,639 | $850K |
| James Investment Research, Inc. | 0.10% | Add +1.2% | 5,580 | $850K |
| Park Avenue Securities LLC | 0.01% | Add +9.8% | 5,574 | $849K |
| Advisory Services Network, LLC | 0.02% | Add +179.8% | 5,546 | $845K |
| SOL Capital Management CO | 0.10% | Add +0.5% | 5,521 | $841K |
| HighMark Wealth Management LLC | 0.50% | Add +5.9% | 5,466 | $832K |
| FineMark National Bank & Trust | 0.03% | Reduce -19.0% | 5,391 | $821K |
| Keeley-Teton Advisors, LLC | 0.10% | No change | 5,380 | $819K |
| Garde Capital, Inc. | 0.06% | No change | 5,365 | $817K |
| Ameritas Advisory Services, LLC | 0.03% | Add +3.7% | 5,286 | $805K |
| Perigon Wealth Management, LLC | 0.02% | Add +1.0% | 5,280 | $804K |
| Dravo Bay LLC | 0.44% | Reduce -1.5% | 5,247 | $799K |
| Haverford Trust Co | 0.01% | Add +0.3% | 5,210 | $793K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -5.8% | 5,179 | $789K |
| Mycio Wealth Partners, LLC | 0.20% | Add +0.4% | 5,160 | $786K |
| Sax Wealth Advisors, LLC | 0.07% | No change | 5,148 | $784K |
| Aprio Wealth Management, LLC | 0.14% | Reduce -1.7% | 5,140 | $783K |
| E&G Advisors, LLC | 0.23% | Add +0.1% | 5,137 | $782K |
| Arkadios Wealth Advisors | 0.05% | Add +29.1% | 5,136 | $782K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -9.8% | 5,122 | $780K |
| Hoxton Planning & Management, LLC | 0.36% | Reduce -4.9% | 5,045 | $768K |
| Fiduciary Financial Group, LLC | 0.18% | — | 4,523 | $764K |
| American State Bank (Iowa) | 0.49% | No change | 5,015 | $764K |
| VAUGHAN & Co SECURITIES, INC. | 0.48% | No change | 5,006 | $762K |
| Redmont Wealth Advisors LLC | 1.21% | Reduce -60.2% | 5,001 | $762K |
| Bricktown Capital, LLC | 0.15% | New | 4,989 | $760K |
| Culbertson A N & Co. Inc. | 0.13% | No change | 4,966 | $756K |
| Sabal Trust CO | 0.04% | No change | 4,935 | $752K |
| Squire Investment Management Company, LLC | 0.42% | Add +5.7% | 4,899 | $746K |
| Center for Financial Planning, Inc. | 0.11% | No change | 4,880 | $743K |
| Hirtle & Co., LLC | 0.04% | Reduce -1.0% | 4,877 | $743K |
| Rf&l Wealth Management, LLC | 0.56% | No change | 4,870 | $742K |
| Gables Capital Management Inc. | 0.39% | No change | 4,851 | $739K |
| Townsquare Capital LLC | 0.01% | Add +6.0% | 4,844 | $738K |
| Foster Group, Inc. | 0.03% | Reduce -6.3% | 4,834 | $736K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +1.6% | 4,817 | $734K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.1% | 4,803 | $732K |
| Firestone Capital Management | 0.20% | Reduce -1.4% | 4,760 | $725K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -2.5% | 4,754 | $724K |
| Citizens Financial Group Inc. | 0.02% | Add +19.9% | 4,736 | $721K |
| Avior Wealth Management, LLC | 0.03% | Reduce -60.4% | 4,652 | $709K |
| Centennial Bank | 0.34% | Reduce -6.5% | 4,618 | $703K |
| Widmann Financial Services, Inc. | 0.57% | Reduce -1.4% | 4,616 | $703K |
| Ullmann Wealth Partners Group, LLC | 0.10% | Add +0.2% | 4,605 | $701K |
| First Business Financial Services, Inc. | 0.07% | No change | 4,604 | $701K |
| Phillips Financial Management, LLC | 0.06% | No change | 4,568 | $696K |
| Stegner Investment Associates Inc. | 0.50% | No change | 4,560 | $695K |
| Magnus Financial Group LLC | 0.08% | Reduce -2.1% | 4,560 | $694K |
| Disciplined Investments, LLC | 0.37% | Reduce -6.8% | 4,531 | $690K |
| Guidance Point Advisors, LLC | 0.22% | Add +0.1% | 4,522 | $688K |
| Opus Capital Group, LLC | 0.10% | Add +0.0% | 4,478 | $682K |
| Fidelis Capital Partners, LLC | 0.10% | No change | 4,405 | $681K |
| Transform Wealth, LLC | 0.05% | Add +0.7% | 4,439 | $676K |
| Paragon Capital Management Ltd | 0.12% | Add +1.3% | 4,429 | $675K |
| Pointe Capital Management LLC | 0.42% | Reduce -2.3% | 4,397 | $670K |
| Sage Capital Management, LLC | 0.35% | Add +0.5% | 4,387 | $668K |
| Caldwell Trust Co | 0.07% | No change | 4,369 | $665K |
| Chartwell Investment Partners, LLC | 0.02% | Reduce -65.9% | 4,355 | $663K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +0.1% | 4,352 | $663K |
| IFP Advisors, Inc | 0.03% | Reduce -0.2% | 4,345 | $662K |
| Auxano Advisors, LLC | 0.18% | Add +1.4% | 4,342 | $661K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.5% | 4,223 | $643K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -7.1% | 4,184 | $637K |
| Arete Wealth Advisors, LLC | 0.05% | New | 4,190 | $635K |
| IHT Wealth Management, LLC | 0.02% | Add +90.9% | 4,157 | $633K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -13.9% | 4,149 | $632K |
| National Philanthropic Trust | 0.01% | No change | 4,139 | $630K |
| Private Trust Co. NA | 0.07% | Add +23.9% | 4,100 | $624K |
| Capital Analysts, LLC | 0.03% | No change | 4,078 | $621K |
| Aft, Forsyth & Company, Inc. | 0.30% | No change | 4,069 | $620K |
| Heritage Wealth Advisors | 0.03% | No change | 4,060 | $618K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +2863.5% | 4,060 | $618K |
| Bank of Nova Scotia | 0.00% | No change | 4,000 | $609K |
| Tillman Hartley LLC | 0.21% | Reduce -0.5% | 3,988 | $607K |
| Legacy Trust | 0.15% | No change | 3,919 | $597K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.1% | 3,880 | $591K |
| Sigma Planning Corp | 0.02% | Add +3.7% | 3,848 | $586K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +6.0% | 3,841 | $585K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +6.0% | 3,841 | $585K |
| Brighton Jones LLC | 0.02% | Add +5.5% | 3,837 | $584K |
| Wealthstream Advisors, Inc. | 0.21% | No change | 3,820 | $582K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +3.5% | 3,820 | $582K |
| Diversified Portfolios, Inc. | 0.08% | No change | 3,803 | $579K |
| Welch & Forbes LLC | 0.01% | Add +5.8% | 3,805 | $579K |
| Kingsview Wealth Management, LLC | 0.01% | Add +6.9% | 3,789 | $577K |
| Palisades Hudson Asset Management, L.P. | 0.26% | Add +0.3% | 3,779 | $576K |
| Focus Financial Network, Inc. | 0.02% | Add +0.4% | 3,404 | $575K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.4% | 3,362 | $573K |
| Keebeck Wealth Management | 0.08% | No change | 3,734 | $569K |
| Fiducient Advisors LLC | 0.08% | New | 3,714 | $566K |
| Cornerstone Advisors Asset Management, LLC | 0.16% | No change | 3,703 | $564K |
| Chicago Capital, LLC | 0.02% | New | 3,700 | $564K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +19.1% | 3,674 | $560K |
| Montag A & Associates Inc. | 0.03% | Add +13.8% | 3,645 | $555K |
| Mutual Advisors, LLC | 0.02% | Reduce -18.2% | 3,268 | $554K |
| Strategies Wealth Advisors, LLC | 0.08% | Add +0.4% | 3,627 | $552K |
| Intrepid Financial Planning Group LLC | 0.24% | Add +0.7% | 3,625 | $552K |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.1% | 3,614 | $550K |
| Plum Street Advisors, LLC | 0.32% | Add +1.0% | 3,611 | $550K |
| Retirement Investment Advisors, Inc. | 0.07% | — | 3,566 | $543K |
| Lutz Financial Services LLC | 0.05% | Reduce -21.1% | 3,541 | $539K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.8% | 3,538 | $539K |
| Amarillo National Bank | 0.10% | Reduce -10.1% | 3,537 | $539K |
| True North Advisors, LLC | 0.14% | Reduce -2.5% | 3,522 | $536K |
| Gator Capital Management, LLC | 0.27% | Reduce -1.3% | 3,495 | $532K |
| Bantamac Capital, LLC | 0.31% | Reduce -40.1% | 3,442 | $524K |
| Townsend Asset Management Corp. /NC/ | 0.20% | Add +0.4% | 3,441 | $524K |
| Daymark Wealth Partners, LLC | 0.02% | Add +11.4% | 3,439 | $524K |
| NewEdge Wealth, LLC | 0.01% | Reduce -5.6% | 3,418 | $521K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -35.2% | 3,417 | $520K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 3,411 | $520K |
| BIP Wealth, LLC | 0.04% | Reduce -7.1% | 3,401 | $518K |
| Western Wealth Management, LLC | 0.04% | Add +13.3% | 3,379 | $515K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 3,350 | $510K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 3,346 | $510K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.5% | 3,345 | $509K |
| Financial Advocates Investment Management | 0.03% | Reduce -95.4% | 3,311 | $504K |
| Appleton Partners Inc. | 0.04% | Add +0.7% | 3,307 | $504K |
| NDWM LLC | 0.45% | Reduce -0.3% | 3,306 | $504K |
| Premier Path Wealth Partners, LLC | 0.09% | Reduce -3.4% | 3,278 | $499K |
| Smith Thornton Advisors LLC | 0.36% | — | 3,225 | $491K |
| Sage Financial Group Inc. | 0.04% | No change | 3,206 | $488K |
| Relative Value Partners Group, LLC | 0.06% | New | 3,182 | $485K |
| Lake Street Private Wealth, LLC | 0.06% | Add +22.1% | 3,182 | $485K |
| Smithbridge Asset Management Inc. | 0.10% | No change | 3,153 | $480K |
| First Western Trust Bank | 0.02% | Reduce -47.9% | 3,144 | $479K |
| NBT Bank, N.A. | 0.03% | No change | 3,142 | $479K |
| St Germain D J Co. Inc. | 0.02% | Reduce -0.7% | 3,135 | $477K |
| Flputnam Investment Management Co. | 0.01% | Reduce -31.5% | 3,127 | $476K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +0.3% | 3,110 | $474K |
| American National Bank & Trust | 0.06% | No change | 3,103 | $473K |
| Berkeley, Inc | 0.29% | Reduce -32.1% | 3,099 | $472K |
| Apella Capital, LLC | 0.02% | Add +13.7% | 3,132 | $472K |
| Stonebridge Financial Planning Group, LLC | 0.24% | Add +10.2% | 3,092 | $471K |
| Broadview Financial Management, LLC | 0.34% | Reduce -1.4% | 3,086 | $470K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -7.2% | 3,082 | $469K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 3,077 | $469K |
| Colonial Trust Co / SC | 0.08% | Reduce -2.1% | 3,093 | $467K |
| Castle Wealth Management LLC | 0.22% | Reduce -6.8% | 3,059 | $466K |
| Monograph Wealth Advisors, LLC | 0.07% | No change | 3,055 | $465K |
| Ancora Advisors LLC | 0.01% | No change | 3,033 | $462K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +17.2% | 3,025 | $461K |
| Key Financial Inc | 0.11% | No change | 3,023 | $460K |
| PFG Investments, LLC | 0.03% | Add +1.3% | 3,014 | $459K |
| Keudell/Morrison Wealth Management | 0.13% | No change | 3,000 | $457K |
| NorthRock Partners, LLC | 0.02% | No change | 2,987 | $455K |
| Embree Financial Group | 0.09% | Add +3.0% | 2,974 | $453K |
| Evermay Wealth Management LLC | 0.07% | No change | 2,956 | $450K |
| St. Clair Advisors, LLC | 0.14% | No change | 2,941 | $448K |
| Cibc World Market Inc. | 0.00% | Reduce -12.5% | 2,938 | $447K |
| Eagle Strategies LLC | 0.09% | Add +64.3% | 2,930 | $446K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -13.1% | 2,896 | $441K |
| Canandaigua National Bank & Trust Co. | 0.05% | New | 2,892 | $440K |
| Steel Grove Capital Advisors, LLC | 0.06% | Reduce -18.4% | 2,884 | $439K |
| Lion Street Advisors, LLC | 0.16% | No change | 2,880 | $439K |
| Curtis Advisory Group, LLC | 0.15% | Reduce -0.8% | 2,875 | $438K |
| Cahill Financial Advisors Inc. | 0.06% | Add +0.0% | 2,834 | $432K |
| Halpern Financial, Inc. | 0.12% | Reduce -8.3% | 2,811 | $428K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Reduce -1.6% | 2,809 | $428K |
| Catalyst Financial Partners LLC | 0.09% | No change | 2,806 | $427K |
| Cypress Capital Group | 0.05% | No change | 2,780 | $423K |
| Cannell & Spears LLC | 0.01% | Reduce -18.6% | 2,780 | $423K |
| Quantbot Technologies LP | 0.02% | New | 2,757 | $420K |
| Truepoint, Inc. | 0.01% | Reduce -10.3% | 2,741 | $417K |
| Paulson Wealth Management Inc. | 0.12% | No change | 2,714 | $413K |
| SpiderRock Advisors, LLC | 0.01% | No change | 2,712 | $413K |
| Lanark Financial, Inc. | 0.04% | Reduce -2.2% | 2,717 | $413K |
| Creekside Partners | 0.23% | — | 2,711 | $413K |
| Spire Wealth Management | 0.01% | Reduce -17.9% | 2,705 | $412K |
| Tarbox Family Office, Inc. | 0.07% | Reduce -49.0% | 2,699 | $411K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.5% | 2,693 | $410K |
| Brown Wealth Management, LLC | 0.16% | Add +14.7% | 2,673 | $407K |
| Forum Financial Management, LP | 0.01% | Add +0.2% | 2,668 | $406K |
| Capital Square, LLC | 0.26% | No change | 2,406 | $402K |
| Rehmann Capital Advisory Group | 0.03% | Add +1.0% | 2,629 | $400K |
| Total Wealth Planning, LLC | 0.07% | Reduce -7.2% | 2,365 | $399K |
| Platte River Wealth Advisors, LLC | 0.11% | No change | 2,580 | $393K |
| Trexquant Investment LP | 0.01% | New | 2,575 | $392K |
| Paragon Financial Partners, Inc. | 0.30% | Add +64.9% | 2,558 | $390K |
| Davidson Trust Co. | 0.27% | Reduce -15.6% | 2,553 | $389K |
| Financial Management Network Inc. | 0.09% | Reduce -4.3% | 2,577 | $387K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 2,509 | $382K |
| BTC Capital Management, Inc. | 0.04% | No change | 2,496 | $380K |
| LGT Financial Advisors LLC | 0.80% | Reduce -7.8% | 2,488 | $379K |
| Howe & Rusling Inc. | 0.03% | Add +17.4% | 2,475 | $377K |
| Two Sigma Securities, LLC | 0.02% | New | 2,474 | $377K |
| Graypoint LLC | 0.03% | Reduce -32.3% | 2,452 | $373K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -5.7% | 2,448 | $373K |
| Headlands Technologies LLC | 0.04% | New | 2,429 | $370K |
| CJM Wealth Advisers, Ltd. | 0.13% | Add +0.2% | 2,418 | $365K |
| LMG Wealth Partners, LLC | 0.09% | No change | 2,392 | $364K |
| Smith, Moore & Co. | 0.04% | Add +0.2% | 2,389 | $364K |
| Emergent Wealth Advisors, LLC | 0.29% | Add +0.4% | 2,386 | $363K |
| Baxter Bros Inc. | 0.05% | No change | 2,375 | $362K |
| FinTrust Capital Advisors, LLC | 0.07% | Reduce -1.4% | 2,369 | $361K |
| Patten & Patten Inc. | 0.03% | No change | 2,360 | $359K |
| Legacy Capital Group California, Inc. | 0.13% | Add +10.9% | 2,340 | $356K |
| Coastwise Capital Group, LLC | 0.34% | Add +0.5% | 2,335 | $356K |
| Maxwell Wealth Strategies Inc. | 0.17% | Reduce -0.6% | 2,321 | $353K |
| Clear Investment Research, LLC | 0.46% | Reduce -1.6% | 2,303 | $351K |
| Marotta Asset Management | 0.07% | Reduce -2.1% | 2,308 | $348K |
| Dimension Capital Management LLC | 0.07% | New | 2,285 | $348K |
| New Republic Capital, LLC | 0.17% | Add +94.6% | 2,255 | $343K |
| F/m Investments LLC | 0.01% | New | 2,239 | $341K |
| Gries Financial LLC | 0.07% | Add +0.2% | 2,222 | $338K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Add +0.5% | 2,209 | $336K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 2,207 | $336K |
| Mather Group, Llc. | 0.00% | Add +32.1% | 2,102 | $334K |
| Aspen Grove Capital, LLC | 0.08% | Reduce -0.7% | 2,190 | $334K |
| Cassady Schiller Wealth Management, LLC | 0.13% | No change | 2,172 | $331K |
| Principal Securities, Inc. | 0.01% | Reduce -4.2% | 2,171 | $331K |
| TNF LLC | 0.12% | Add +0.2% | 1,962 | $326K |
| Elevation Wealth Partners, LLC | 0.15% | No change | 2,132 | $325K |
| Asset Dedication, LLC | 0.02% | Add +0.3% | 2,122 | $323K |
| Oliver Luxxe Assets LLC | 0.07% | Reduce -1.6% | 2,103 | $320K |
| Diversify Advisory Services, LLC | 0.02% | Add +0.4% | 2,113 | $318K |
| Beach Investment Counsel Inc. | 0.04% | No change | 2,080 | $317K |
| Diversified Trust Co. | 0.01% | Reduce -2.4% | 2,081 | $317K |
| Etfidea, LLC | 0.11% | Reduce -0.9% | 2,076 | $316K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -48.6% | 2,060 | $314K |
| Well Done, LLC | 0.07% | Reduce -6.4% | 2,057 | $313K |
| Fisher Asset Management | 0.00% | Add +1.9% | 2,046 | $312K |
| Allen Investment Management, LLC | 0.00% | No change | 2,041 | $311K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.12% | Reduce -4.8% | 1,823 | $311K |
| Bremer Bank National Association | 0.06% | Reduce -0.3% | 2,024 | $308K |
| Optimist Retirement Group LLC | 0.16% | No change | 2,021 | $308K |
| Fort Point Capital Partners LLC | 0.04% | No change | 2,015 | $307K |
| Red Lighthouse Investment Management, LLC | 0.13% | No change | 2,008 | $306K |
| Leo Wealth, LLC | 0.03% | Add +0.3% | 2,010 | $306K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +22.4% | 2,002 | $305K |
| Regency Capital Management Inc.\DE | 0.20% | No change | 2,000 | $305K |
| Steph & Co. | 0.10% | Add +3.3% | 1,991 | $303K |
| Skyline Advisors, Inc. | 0.13% | Add +0.4% | 1,985 | $302K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +11.1% | 1,976 | $301K |
| Axiom Advisory, LLC | 0.00% | New | 1,968 | $301K |
| Diversified Investment Strategies, LLC | 0.21% | Add +24.6% | 1,975 | $301K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -1.5% | 1,961 | $299K |
| Certified Advisory Corp | 0.04% | Add +16.7% | 1,957 | $298K |
| W Advisors, LLC | 0.19% | Reduce -6.2% | 1,950 | $297K |
| National Bank of Canada | 0.00% | Add +1.2% | 1,955 | $294K |
| SlateStone Wealth, LLC | 0.03% | New | 1,928 | $294K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -5.0% | 1,716 | $294K |
| Builder Investment Group Inc. | 0.08% | No change | 1,925 | $293K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.5% | 1,925 | $293K |
| Eclectic Associates Inc. | 0.13% | Add +0.1% | 1,913 | $291K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.8% | 1,913 | $291K |
| Merit Financial Group, LLC | 0.01% | Reduce -4.3% | 1,911 | $291K |
| Assetmark, Inc. | 0.00% | Reduce -96.7% | 1,894 | $288K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.7% | 1,889 | $288K |
| Simplicity Wealth,LLC | 0.01% | Reduce -0.7% | 1,889 | $288K |
| New Century Financial Group, LLC | 0.12% | New | 1,886 | $287K |
| McNamara Financial Services, Inc. | 0.06% | Add +0.7% | 1,884 | $287K |
| Procyon Advisors, LLC | 0.02% | Add +3.8% | 1,880 | $286K |
| Certuity, LLC | 0.02% | Reduce -16.6% | 1,861 | $283K |
| Hart & Patterson Financial Group LLC | 0.14% | Reduce -2.6% | 1,851 | $282K |
| Chapin Davis, Inc. | 0.10% | No change | 1,851 | $282K |
| Wedgewood Investors Inc. | 0.33% | — | 1,848 | $281K |
| Coppell Advisory Solutions LLC | 0.05% | — | 1,838 | $280K |
| Cynosure Group, LLC | 0.04% | Reduce -27.1% | 1,826 | $278K |
| Steele Capital Management, Inc. | 0.02% | Add +2.0% | 1,824 | $278K |
| Peak Asset Management, LLC | 0.05% | No change | 1,822 | $277K |
| Three Bridge Wealth Advisors, LLC | 0.11% | Add +1.7% | 1,820 | $277K |
| Wealth Alliance, LLC | 0.04% | New | 1,803 | $275K |
| StoneX Group Inc. | 0.02% | Reduce -6.0% | 1,795 | $273K |
| &partners | 0.01% | New | 1,786 | $272K |
| Palisade Asset Management, LLC | 0.03% | No change | 1,784 | $272K |
| First Nebraska Trust Co | 0.03% | No change | 1,774 | $270K |
| Larson Financial Group LLC | 0.02% | Add +0.4% | 1,761 | $268K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 1,757 | $268K |
| Bordeaux Wealth Advisors LLC | 0.05% | No change | 1,750 | $267K |
| Trust Co. of Vermont | 0.01% | No change | 1,747 | $266K |
| Advance Capital Management, Inc. | 0.01% | Reduce -2.1% | 1,746 | $266K |
| Verum Partners LLC | 0.09% | Reduce -28.1% | 1,734 | $264K |
| Austin Private Wealth, LLC | 0.03% | Reduce -21.0% | 1,716 | $261K |
| Retirement Income Solutions, Inc. | 0.06% | Reduce -10.5% | 1,709 | $260K |
| Marshall Financial Group Inc. | 0.08% | Add +0.5% | 1,694 | $258K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 1,688 | $257K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,680 | $256K |
| Blankinship & Foster, LLC | 0.07% | Reduce -10.7% | 1,674 | $255K |
| Summit Trail Advisors, LLC | 0.01% | No change | 1,668 | $254K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -7.8% | 1,667 | $254K |
| Chatham Capital Group, Inc. | 0.04% | No change | 1,660 | $253K |
| Sapient Capital LLC | 0.01% | Reduce -0.5% | 1,660 | $253K |
| West Michigan Advisors, LLC | 0.08% | Reduce -2.2% | 1,658 | $253K |
| New England Private Wealth Advisors LLC | 0.04% | Reduce -14.1% | 1,656 | $252K |
| Nvest Financial, LLC | 0.15% | Add +2.9% | 1,651 | $251K |
| Independence Bank of Kentucky | 0.07% | Add +1.0% | 1,650 | $251K |
| Glass Jacobson Investment Advisors llc | 0.09% | No change | 1,642 | $250K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -2.1% | 1,637 | $249K |
| FCG Investment Co | 0.19% | No change | 1,627 | $248K |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 0.25% | No change | 1,615 | $246K |
| Fulton Bank, N.A. | 0.01% | No change | 1,606 | $245K |
| Sigma Investment Counselors Inc. | 0.02% | Add +1.6% | 1,602 | $244K |
| Investmark Advisory Group LLC | 0.13% | Add +0.2% | 1,598 | $243K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 1,581 | $241K |
| Central Valley Advisors, LLC | 0.10% | New | 837 | $240K |
| HUB Investment Partners, LLC | 0.01% | Reduce -19.6% | 1,574 | $240K |
| TCTC Holdings, LLC | 0.01% | No change | 1,574 | $240K |
| Quantinno Capital Management LP | 0.00% | Add +8.0% | 1,574 | $240K |
| Elm Partners Management LLC | 0.02% | No change | 1,561 | $238K |
| Alexander Randolph Advisory, Inc. | 0.22% | No change | 1,555 | $237K |
| CCG Wealth Management, LLC | 0.13% | Reduce -0.7% | 1,549 | $236K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -1.0% | 1,547 | $236K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 1,544 | $235K |
| Compass Ion Advisors, LLC | 0.03% | No change | 1,478 | $235K |
| Raffa Wealth Management, LLC | 0.07% | Add +0.5% | 1,541 | $235K |
| Foresight Capital Management Advisors, Inc. | 0.16% | New | 1,528 | $233K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 1,516 | $231K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.7% | 1,515 | $229K |
| Union Savings Bank | 0.12% | No change | 1,501 | $229K |
| Cambridge Financial Group, LLC | 0.10% | No change | 1,500 | $229K |
| Bayesian Capital Management, LP | 0.03% | Reduce -51.6% | 1,500 | $228K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -42.4% | 1,481 | $226K |
| Cornell Pochily Investment Advisors, Inc. | 0.09% | New | 1,474 | $224K |
| Valmark Advisers, Inc. | 0.00% | Add +0.7% | 1,474 | $224K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -17.2% | 1,471 | $224K |
| Cascade Financial Partners, LLC | 0.03% | No change | 1,465 | $223K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -14.7% | 1,465 | $223K |
| Members Wealth LLC | 0.15% | — | 1,357 | $222K |
| Northstar Group, Inc. | 0.04% | No change | 1,455 | $222K |
| Thrivent Financial for Lutherans | 0.00% | Add +6.2% | 1,446 | $220K |
| Keystone Wealth Services, LLC | 0.07% | No change | 1,443 | $220K |
| Live Oak Private Wealth LLC | 0.04% | No change | 1,438 | $219K |
| Twin Tree Management, LP | 0.01% | New | 1,435 | $219K |
| Lindbrook Capital, LLC | 0.02% | Reduce -5.0% | 1,430 | $218K |
| Sugarloaf Wealth Management, LLC | 0.04% | Reduce -10.8% | 1,411 | $215K |
| Annandale Capital, LLC | 0.04% | No change | 1,408 | $214K |
| Romano Brothers and Company | 0.03% | No change | 1,403 | $214K |
| PFG Advisors | 0.01% | Reduce -38.8% | 1,394 | $212K |
| Trust Point Inc. | 0.02% | No change | 1,392 | $212K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 1,384 | $211K |
| Rothschild Wealth LLC | 0.07% | New | 1,375 | $209K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +5.6% | 1,374 | $209K |
| Saxon Interests, Inc. | 0.10% | Reduce -3.7% | 1,371 | $209K |
| Westshore Wealth, LLC | 0.09% | No change | 1,365 | $208K |
| Ieq Capital, LLC | 0.00% | No change | 1,364 | $208K |
| Kolinsky Wealth Management, LLC | 0.15% | New | 1,188 | $207K |
| Mission Wealth Management, LP | 0.01% | Add +3.5% | 1,355 | $206K |
| Kanawha Capital Management LLC | 0.02% | Add +6.7% | 1,350 | $206K |
| Baker Avenue Asset Management, LP | 0.01% | New | 1,343 | $205K |
| Scotia Capital Inc. | 0.00% | Reduce -50.8% | 1,341 | $204K |
| 1834 Investment Advisors Co. | 0.02% | Reduce -1.8% | 1,336 | $203K |
| Hollencrest Capital Management | 0.01% | No change | 1,335 | $203K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.4% | 1,334 | $203K |
| REDW Wealth LLC | 0.05% | New | 1,328 | $202K |
| Athena Investment Management | 0.12% | No change | 1,325 | $202K |
| HM Payson & Co. | 0.00% | No change | 1,299 | $198K |
| International Assets Investment Management, LLC | 0.02% | Reduce -9.0% | 1,283 | $195K |
| S.A. Mason LLC | 0.11% | Reduce -7.3% | 1,263 | $192K |
| Anchor Investment Management, LLC | 0.02% | Add +6.3% | 1,234 | $188K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,232 | $188K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 1,129 | $172K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -0.2% | 1,123 | $171K |
| Stephens Consulting, LLC | 0.05% | No change | 1,111 | $169K |
| Lazard Asset Management LLC | 0.00% | No change | 1,100 | $167K |
| Bessemer Group Inc. | 0.00% | Reduce -0.2% | 1,082 | $165K |
| Signaturefd, LLC | 0.00% | Reduce -31.9% | 1,082 | $165K |
| JDM Financial Group LLC | 0.11% | Reduce -17.3% | 1,049 | $160K |
| Red Tortoise LLC | 0.09% | Add +0.4% | 1,025 | $156K |
| Cornerstone Planning Group LLC | 0.04% | Add +50350.0% | 1,009 | $156K |
| DHJJ Financial Advisors, Ltd. | 0.07% | No change | 1,015 | $155K |
| Manchester Capital Management LLC | 0.02% | Add +98.8% | 994 | $151K |
| Centaurus Financial, Inc. | 0.01% | Add +2.7% | 976 | $149K |
| City State Bank | 0.06% | No change | 966 | $147K |
| Hershey Financial Advisers, LLC | 0.13% | — | 943 | $144K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -25.2% | 925 | $141K |
| Rhumbline Advisers | 0.00% | Reduce -82.0% | 905 | $138K |
| Tyler-Stone Wealth Management | 0.06% | No change | 900 | $137K |
| Rothschild Investment LLC | 0.01% | No change | 879 | $134K |
| Grand Wealth Management, LLC | 0.08% | Reduce -17.0% | 868 | $132K |
| Versant Capital Management, Inc | 0.03% | No change | 856 | $130K |
| Addison Advisors LLC | 0.04% | No change | 826 | $126K |
| Westside Investment Management, Inc. | 0.03% | Add +43.8% | 805 | $123K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -7.5% | 794 | $121K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -37.0% | 790 | $120K |
| WealthShield Partners, LLC | 0.02% | Reduce -4.0% | 785 | $120K |
| LRI Investments, LLC | 0.01% | No change | 758 | $115K |
| Painted Porch Advisors LLC | 0.06% | New | 725 | $110K |
| Atticus Wealth Management, LLC | 0.04% | Reduce -0.3% | 713 | $109K |
| First United Bank & Trust | 0.04% | No change | 711 | $108K |
| Sage Mountain Advisors LLC | 0.01% | No change | 709 | $108K |
| SouthState Bank Corp | 0.01% | No change | 701 | $107K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.4% | 683 | $104K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +0.1% | 670 | $102K |
| GAMMA Investing LLC | 0.01% | No change | 662 | $101K |
| Grove Bank & Trust | 0.02% | Reduce -34.9% | 659 | $100K |
| West Paces Advisors Inc. | 0.03% | No change | 650 | $99K |
| Gilliland Jeter Wealth Management LLC | 0.03% | No change | 649 | $99K |
| Tortoise Investment Management, LLC | 0.01% | Add +32.4% | 637 | $97K |
| Evensky & Katz LLC | 0.01% | Add +0.5% | 634 | $97K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 610 | $93K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 605 | $92K |
| Robinswood Financial LLC | 0.04% | Add +6.2% | 602 | $92K |
| Nvwm, LLC | 0.02% | Reduce -4.6% | 600 | $91K |
| FSC Wealth Advisors, LLC | 0.07% | Add +131.4% | 597 | $91K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | New | 550 | $84K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +46.5% | 542 | $83K |
| Atwood & Palmer Inc. | 0.01% | Reduce -15.7% | 539 | $82K |
| Balentine LLC | 0.00% | No change | 509 | $78K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | Reduce -79.9% | 489 | $74K |
| Caitlin John, LLC | 0.05% | No change | 482 | $73K |
| Windsor Advisory Group, LLC | 0.14% | No change | 474 | $72K |
| CNB Bank | 0.03% | Reduce -3.1% | 471 | $72K |
| Coston, McIsaac & Partners | 0.02% | Reduce -39.2% | 459 | $69K |
| Aspire Private Capital, LLC | 0.02% | No change | 440 | $67K |
| 1832 Asset Management L.P. | 0.00% | Add +408.3% | 427 | $65K |
| MilWealth Group LLC | 0.02% | No change | 417 | $64K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 414 | $63K |
| Frazier Financial Advisors, LLC | 0.05% | Reduce -3.5% | 413 | $63K |
| AlphaMark Advisors, LLC | 0.02% | Reduce -24.3% | 404 | $62K |
| Bear Mountain Capital, Inc. | 0.03% | Reduce -8.1% | 385 | $62K |
| SWS Partners | 0.02% | New | 396 | $60K |
| Rice Partnership, LLC | 0.01% | No change | 375 | $57K |
| Roble, Belko & Company, Inc | 0.01% | No change | 340 | $52K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -32.3% | 340 | $52K |
| Ballast Advisors LLC | 0.02% | No change | 338 | $51K |
| Financial Perspectives, Inc | 0.02% | No change | 330 | $50K |
| Oakworth Capital, Inc. | 0.00% | Reduce -50.8% | 330 | $50K |
| Marquette Asset Management, LLC | 0.01% | No change | 324 | $49K |
| DT Investment Partners, LLC | 0.00% | No change | 313 | $48K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 312 | $48K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 310 | $47K |
| Private Ocean, LLC | 0.00% | No change | 295 | $45K |
| United Community Bank | 0.02% | No change | 273 | $42K |
| Triad Wealth Partners, LLC | 0.02% | New | 250 | $38K |
| Spotlight Asset Group, Inc. | 0.03% | No change | 245 | $37K |
| Clearstead Trust, LLC | 0.01% | No change | 241 | $37K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -33.4% | 241 | $37K |
| Biltmore Family Office, LLC | 0.01% | No change | 233 | $35K |
| Archer Investment Corp | 0.01% | No change | 231 | $35K |
| Semmax Financial Advisors Inc. | 0.01% | Add +0.5% | 222 | $35K |
| Creative Financial Designs Inc. | 0.00% | No change | 228 | $35K |
| Sound Income Strategies, LLC | 0.00% | Add +8.9% | 220 | $34K |
| TruNorth Capital Management, LLC | 0.01% | No change | 216 | $33K |
| Salomon & Ludwin, LLC | 0.00% | No change | 214 | $33K |
| Tsfg, LLC | 0.01% | No change | 190 | $29K |
| Birchbrook, Inc. | 0.02% | No change | 189 | $29K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | Reduce -16.7% | 185 | $28K |
| Lynx Investment Advisory | 0.02% | — | 170 | $26K |
| Mitchell Sinkler & Starr | 0.01% | New | 150 | $25K |
| MCF Advisors LLC | 0.00% | No change | 163 | $25K |
| WFA of San Diego, LLC | 0.02% | — | 160 | $24K |
| Perkins Coie Trust Co | 0.01% | No change | 155 | $24K |
| Planning Capital Management Corp | 0.02% | No change | 154 | $23K |
| Hanson & Doremus Investment Management | 0.00% | No change | 151 | $23K |
| Sittner & Nelson, LLC | 0.01% | No change | 151 | $23K |
| Monetary Management Group Inc. | 0.01% | No change | 150 | $23K |
| Investors Research Corp | 0.01% | No change | 150 | $23K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +38.3% | 148 | $23K |
| Salem Investment Counselors Inc. | 0.00% | Add +40.0% | 147 | $22K |
| Albion Financial Group | 0.00% | New | 146 | $22K |
| Abound Wealth Management | 0.01% | No change | 145 | $22K |
| Horizon Bancorp Inc. | 0.01% | No change | 145 | $22K |
| Beacon Capital Management, LLC | 0.00% | No change | 143 | $22K |
| Centerpoint Advisors, LLC | 0.01% | New | 135 | $21K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 137 | $21K |
| Main Street Group, LTD | 0.01% | Add +0.8% | 132 | $20K |
| Armor Investment Advisors, LLC | 0.01% | No change | 130 | $20K |
| Smartleaf Asset Management LLC | 0.00% | Add +28.0% | 128 | $19K |
| Westend Capital Management, LLC | 0.01% | Reduce -10.6% | 127 | $19K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 120 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Add +5.3% | 120 | $18K |
| Clear Point Advisors Inc. | 0.01% | No change | 116 | $18K |
| Kings Path Partners LLC | 0.01% | — | 112 | $17K |
| Horizons Wealth Management | 0.01% | No change | 100 | $16K |
| Element Wealth, LLC | 0.01% | Add +0.9% | 107 | $16K |
| Ransom Advisory, Ltd | 0.01% | No change | 100 | $15K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $15K |
| Barrett & Company, Inc. | 0.01% | No change | 95 | $14K |
| Richardson Financial Services Inc. | 0.01% | No change | 95 | $14K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +1.1% | 94 | $14K |
| Eagle Bay Advisors LLC | 0.01% | New | 79 | $12K |
| Morling Financial Advisors, LLC | 0.01% | New | 78 | $12K |
| Pacifica Partners Inc. | 0.01% | No change | 77 | $12K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 70 | $12K |
| Milestone Investment Advisors LLC | 0.00% | No change | 76 | $12K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -53.1% | 75 | $11K |
| Wolff Wiese Magana LLC | 0.01% | Add +217.4% | 73 | $11K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 70 | $11K |
| GoalVest Advisory LLC | 0.00% | No change | 72 | $11K |
| Nemes Rush Group LLC | 0.00% | Reduce -44.5% | 71 | $11K |
| Fairman Group, LLC | 0.01% | No change | 70 | $11K |
| Register Financial Advisors LLC | 0.01% | No change | 70 | $11K |
| Turtle Creek Wealth Advisors, LLC | 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 |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -85.6% | 63 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 61 | $9K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 65 | $9K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 58 | $9K |
| Activest Wealth Management | 0.00% | No change | 57 | $9K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 50 | $8K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 49 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 48 | $7K |
| Strategic Financial Concepts, LLC | 0.00% | Add +18036.2% | 833,540 | $7K |
| McIlrath & Eck, LLC | 0.00% | Add +46.9% | 47 | $7K |
| Hantz Financial Services, Inc. | 0.00% | New | 45 | $7K |
| Angeles Wealth Management, LLC | 0.00% | New | 41 | $6K |
| Optimum Investment Advisors | 0.00% | No change | 40 | $6K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -28.6% | 40 | $6K |
| Bogart Wealth, LLC | 0.00% | New | 39 | $6K |
| Ridgewood Investments LLC | 0.00% | New | 37 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 35 | $5K |
| Chelsea Counsel Co. | 0.00% | No change | 31 | $5K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 29 | $5K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 30 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 29 | $4K |
| Innealta Capital, LLC | 0.00% | New | 28 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 28 | $4K |
| PrairieView Partners, LLC | 0.00% | No change | 30 | $4K |
| Belmont Capital, LLC | 0.00% | No change | 25 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 23 | $4K |
| ORG Partners LLC | 0.00% | New | 21 | $3K |
| Princeton Global Asset Management LLC | 0.00% | New | 20 | $3K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -61.9% | 24 | $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 | $2K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $2K |
| Realta Investment Advisors | 0.00% | No change | 15 | $2K |
| SIMA Wealth Partners, LLC | 0.00% | — | 13 | $2K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 13 | $2K |
| Gradient Investments LLC | 0.00% | Reduce -74.5% | 12 | $2K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 11 | $2K |
| First Command Advisory Services, Inc. | 0.00% | No change | 9 | $1K |
| Operose Advisors LLC | 0.00% | No change | 7 | $1K |
| Baldwin Wealth Partners LLC | 0.00% | New | 7 | $1K |
| Concord Wealth Partners | 0.00% | No change | 5 | $790 |
| Provident Wealth Management, LLC | 0.00% | No change | 5 | $762 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 5 | $762 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $617 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $610 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $305 |
| McClarren Financial Advisors, Inc. | 0.00% | New | 456 | $160 |
"% 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.