iShares Russell 2000 Value EIWNETF
13F holders, Q3 2024 (September 30)977holders +47
93new positions
46sold out
5famous investors
$166.53avg. 13F price*
At the end of Q3 2024, 977 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, up 47 from Q2 2024. 93 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($865.9M) and Tiaa Trust, National Association ($455.9M). 5 famous investors held it, including Jeff Smith (4.8% of Starboard Value's portfolio), John W. Rogers Jr. (0.0% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $72.5M |
| Exits | 46 | $239.8M |
All 13F filers, Q2 2024 → Q3 2024: 4,392,168 shares bought and 5,374,671 shares sold, net −982,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 977 holders
| Bank of America Corp. | 0.09% | Reduce -5.2% | 6,318,138 | $1.1B |
| Morgan Stanley | 0.06% | Add +5.7% | 5,190,896 | $865.9M |
| Tiaa Trust, National Association | 1.36% | Add +3.7% | 2,732,711 | $455.9M |
| Jones Financial Companies LLLP | 0.44% | Add +4.3% | 2,584,653 | $430.0M |
| Envestnet Asset Management Inc. | 0.11% | Add +1.0% | 1,975,810 | $329.6M |
| Alaska Permanent Fund Corp | 3.46% | Add +66.5% | 1,414,873 | $236.0M |
| Starboard Value | 4.81% | Add +5.9% | 1,355,000 | $226.0M |
| PNC Financial Services Group, Inc. | 0.13% | Add +0.6% | 1,199,444 | $200.1M |
| M&T Bank Corp | 0.63% | Add +20.6% | 1,154,299 | $192.6M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -1.7% | 1,083,119 | $180.7M |
| D.A. Davidson & Co. | 1.45% | Add +1.5% | 1,049,996 | $175.2M |
| LPL Financial LLC | 0.08% | Add +23.4% | 1,013,108 | $169.0M |
| UBS Group AG | 0.05% | Reduce -1.5% | 1,002,484 | $167.2M |
| Commonwealth Equity Services, LLC | 0.24% | Reduce -10.2% | 932,468 | $155.6M |
| Betterment LLC | 0.35% | Reduce -2.7% | 869,731 | $145.1M |
| Wells Fargo & Company | 0.04% | Reduce -4.8% | 864,974 | $144.3M |
| US Bancorp \de | 0.15% | Reduce -5.5% | 723,575 | $120.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.5% | 686,051 | $114.4M |
| Vaughan Nelson Investment Management, L.P. | 0.99% | Add +1457.3% | 665,455 | $111.0M |
| JPMorgan Chase & Co. | 0.01% | Add +12.5% | 632,207 | $105.5M |
| Northern Trust Corp. | 0.02% | Reduce -2.7% | 613,647 | $102.4M |
| Cassaday & Co Wealth Management LLC | 2.80% | Add +2.3% | 593,076 | $98.9M |
| Bailard, Inc. | 2.20% | Add +789.0% | 506,937 | $84.6M |
| Royal Bank of Canada | 0.02% | Add +4.5% | 470,337 | $78.5M |
| Facet Wealth, Inc. | 2.10% | Add +6.5% | 448,983 | $73.8M |
| Commerce Bank | 0.37% | Reduce -2.9% | 365,226 | $60.9M |
| Badgley Phelps Wealth Managers, LLC | 1.37% | Add +0.6% | 353,739 | $59.0M |
| Jasper Ridge Partners, L.P. | 1.65% | No change | 346,539 | $57.8M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Reduce -19.2% | 319,734 | $53.3M |
| Victory Capital Management Inc. | 0.05% | Reduce -28.2% | 318,300 | $53.1M |
| Whittier Trust Co. | 0.69% | Reduce -0.5% | 308,724 | $51.5M |
| Pathstone Holdings, LLC | 0.23% | Add +0.1% | 303,706 | $50.7M |
| AMG National Trust Bank | 1.37% | Reduce -2.5% | 303,068 | $50.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.8% | 280,657 | $46.8M |
| Pacific Life Fund Advisors LLC | 4.38% | Add +24.2% | 265,714 | $44.3M |
| Sei Investments Co. | 0.06% | Reduce -10.8% | 265,540 | $44.3M |
| BNP Paribas Financial Markets | 0.04% | Add +308.4% | 264,950 | $44.2M |
| Raymond James & Associates | 0.03% | Reduce -6.1% | 261,013 | $43.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -2.4% | 260,684 | $43.5M |
| MAI Capital Management | 0.38% | Reduce -1.1% | 236,415 | $39.4M |
| Waldron Private Wealth LLC | 1.64% | Reduce -3.0% | 236,402 | $39.4M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +1.0% | 236,230 | $39.4M |
| Comprehensive Financial Management LLC | 1.07% | No change | 230,481 | $38.4M |
| Choreo, LLC | 0.55% | Add +0.3% | 228,592 | $37.6M |
| Stephens Group Asset Management, LLC | 3.10% | Reduce -1.3% | 222,100 | $37.1M |
| Cetera Investment Advisers | 0.08% | Reduce -0.3% | 221,588 | $37.0M |
| Wilmington Savings Fund Society, FSB | 0.61% | Add +1465.7% | 204,743 | $34.2M |
| FMR LLC | 0.00% | Reduce -0.1% | 197,368 | $32.9M |
| Brown Advisory Inc. | 0.04% | Reduce -2.0% | 192,038 | $32.0M |
| Truist Financial Corp. | 0.05% | Reduce -6.9% | 188,061 | $31.4M |
| BlackRock, Inc. | 0.00% | — | 187,274 | $31.2M |
| Bank of Montreal | 0.01% | Reduce -3.3% | 175,531 | $29.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.3% | 169,908 | $28.3M |
| Mariner, LLC | 0.05% | Add +0.6% | 169,178 | $28.2M |
| Whittier Trust Co. of Nevada Inc. | 0.72% | Reduce -2.1% | 166,914 | $27.8M |
| WoodTrust Financial Corp | 3.68% | Add +4.4% | 155,312 | $25.9M |
| Modera Wealth Management, LLC | 0.33% | Reduce -3.1% | 154,087 | $25.7M |
| Corient Private Wealth LP | 0.04% | Reduce -0.1% | 147,492 | $24.6M |
| Courier Capital LLC | 1.67% | Add +0.3% | 145,848 | $24.3M |
| Johnson Investment Counsel Inc. | 0.23% | Reduce -2.3% | 143,019 | $23.9M |
| Natixis Advisors, LLC | 0.05% | Add +881.4% | 142,334 | $23.7M |
| Arax Advisory Partners | 1.96% | Reduce -1.4% | 131,328 | $21.9M |
| Shapiro Capital Management LLC | 0.67% | Add +238.2% | 128,620 | $21.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -34.6% | 124,460 | $20.8M |
| Comerica Bank | 0.08% | Add +7.5% | 124,113 | $20.7M |
| Citigroup Inc. | 0.02% | Reduce -37.4% | 122,062 | $20.4M |
| Wellington Management Group LLP | 0.00% | Reduce -10.2% | 121,977 | $20.3M |
| Gendell Jeffrey L | 0.64% | No change | 121,876 | $20.3M |
| Atom Investors LP | 2.08% | Add +9.0% | 119,216 | $19.9M |
| Prudential Financial Inc. | 0.03% | Reduce -3.4% | 111,703 | $18.6M |
| Janus Henderson Group PLC | 0.01% | Reduce -2.2% | 110,898 | $18.5M |
| Vestcor Inc | 0.58% | No change | 110,500 | $18.4M |
| Focus Partners Wealth | 0.06% | Reduce -74.0% | 110,263 | $18.4M |
| Savant Capital, LLC | 0.15% | Reduce -0.9% | 108,061 | $18.0M |
| Fiduciary Trust Co | 0.25% | Reduce -1.9% | 107,635 | $18.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -13.9% | 106,951 | $17.8M |
| Cerity Partners LLC | 0.04% | Add +11.7% | 106,485 | $17.8M |
| Zhang Financial LLC | 1.11% | Reduce -1.7% | 105,047 | $17.5M |
| Advisors Preferred, LLC | 2.59% | New | 103,349 | $17.0M |
| Fifth Third Bancorp | 0.06% | Reduce -1.1% | 98,376 | $16.4M |
| Moneta Group Investment Advisors LLC | 0.24% | Reduce -1.8% | 98,020 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Add +0.8% | 97,252 | $16.2M |
| Covenant Partners, LLC | 4.68% | Reduce -6.4% | 96,381 | $16.1M |
| Stephens Inc. | 0.22% | Add +1.0% | 93,572 | $15.6M |
| Castleark Management LLC | 0.63% | Reduce -43.6% | 92,380 | $15.4M |
| Powell Investment Advisors, LLC | 7.15% | Add +15.8% | 91,749 | $15.3M |
| Mma Asset Management LLC | 4.05% | Add +88.7% | 105,564 | $15.2M |
| Synovus Financial Corp. | 0.17% | Reduce -0.7% | 90,367 | $15.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -52.3% | 87,996 | $14.7M |
| Aspiriant, LLC | 0.53% | Reduce -5.5% | 84,282 | $14.1M |
| Waverly Advisors, LLC | 0.26% | Reduce -1.0% | 83,538 | $13.9M |
| Alliancebernstein L.P. | 0.00% | Add +2.8% | 81,881 | $13.7M |
| Royce & Associates LP | 0.12% | Add +44.8% | 81,343 | $13.6M |
| Thompson Siegel & Walmsley LLC | 0.20% | Reduce -17.9% | 80,528 | $13.4M |
| CHURCHILL MANAGEMENT Corp | 0.15% | Reduce -1.7% | 79,086 | $13.2M |
| Susquehanna International Group, LLP | 0.02% | Reduce -2.5% | 78,071 | $13.0M |
| Creative Planning | 0.01% | Reduce -9.5% | 77,137 | $12.9M |
| Captrust Financial Advisors | 0.04% | Reduce -3.1% | 75,292 | $12.6M |
| Hillcrest Wealth Advisors - NY, LLC | 6.03% | Add +2.6% | 72,430 | $12.1M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +2.2% | 72,356 | $12.1M |
| Osaic Holdings, Inc. | 0.03% | Add +8.3% | 70,507 | $11.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.2% | 69,661 | $11.6M |
| Silvercrest Asset Management Group LLC | 0.08% | Reduce -2.8% | 69,132 | $11.5M |
| Pure Financial Advisors, LLC | 0.27% | Add +14.8% | 67,749 | $11.3M |
| EP Wealth Advisors, LLC | 0.10% | Add +25.0% | 67,383 | $11.2M |
| Sonata Capital Group Inc. | 4.63% | Reduce -5.0% | 65,679 | $11.0M |
| SMI Advisory Services, LLC | 2.39% | New | 65,470 | $10.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.8% | 63,639 | $10.7M |
| Harbor Investment Advisory, LLC | 1.05% | Add +1.2% | 63,594 | $10.6M |
| Glenmede Trust Co. NA | 0.05% | Add +3.0% | 63,078 | $10.5M |
| LBJ Family Wealth Advisors, Ltd. | 6.22% | Reduce -0.1% | 62,870 | $10.5M |
| Blair William & Co. | 0.03% | Add +0.2% | 62,535 | $10.4M |
| Wealthspire Advisors, LLC | 0.11% | Add +10.9% | 62,067 | $10.4M |
| Keybank National Association | 0.04% | Reduce -5.3% | 61,005 | $10.2M |
| RTD Financial Advisors, Inc. | 1.27% | Reduce -0.5% | 60,089 | $10.0M |
| Carolinas Wealth Consulting LLC | 1.76% | Reduce -1.9% | 58,185 | $9.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -25.6% | 57,851 | $9.7M |
| FSA Wealth Management LLC | 3.84% | — | 57,559 | $9.6M |
| First Horizon Advisors, Inc. | 0.26% | Reduce -2.6% | 56,794 | $9.5M |
| One Capital Management, LLC | 0.30% | Add +7.0% | 56,121 | $9.4M |
| Quadrature Capital Ltd | 0.21% | New | 55,133 | $9.2M |
| Cresset Asset Management, LLC | 0.04% | Add +2.2% | 54,201 | $9.0M |
| Allworth Financial LP | 0.05% | Reduce -0.8% | 53,989 | $9.0M |
| Assetmark, Inc. | 0.03% | Add +2706.9% | 53,162 | $8.9M |
| State Street Corp. | 0.00% | Reduce -16.1% | 52,300 | $8.7M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -1.0% | 52,105 | $8.7M |
| Stifel Financial Corp. | 0.01% | Add +4.0% | 51,863 | $8.7M |
| TD Waterhouse Canada Inc. | 0.07% | Add +0.0% | 52,590 | $8.6M |
| Picton Mahoney Asset Management | 0.33% | Reduce -76.7% | 51,058 | $8.5M |
| U.S. Capital Wealth Advisors, LLC | 0.30% | Add +2477.2% | 50,926 | $8.5M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -9.8% | 48,525 | $8.1M |
| HSBC Holdings PLC | 0.01% | Reduce -45.9% | 48,029 | $8.0M |
| Marion Wealth Management | 2.13% | Add +3.5% | 47,806 | $8.0M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -0.1% | 47,760 | $8.0M |
| New South Capital Management Inc. | 0.32% | Reduce -37.2% | 47,260 | $7.9M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -36.2% | 47,260 | $7.9M |
| Leeward Investments, LLC - MA | 0.36% | Reduce -19.0% | 47,133 | $7.9M |
| Performa Ltd (US), LLC | 2.91% | Reduce -25.6% | 46,984 | $7.8M |
| Harbor Capital Advisors, Inc. | 0.33% | Add +118.0% | 44,969 | $7.5M |
| TD Asset Management Inc | 0.01% | Add +1.8% | 44,881 | $7.5M |
| Aristotle Capital Boston, LLC | 0.25% | Reduce -1.1% | 44,385 | $7.4M |
| CM Wealth Advisors LLC | 2.39% | Add +2.9% | 44,224 | $7.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +22.7% | 43,720 | $7.2M |
| Corundum Group, Inc. | 3.25% | Reduce -3.8% | 42,681 | $7.1M |
| Brookstone Capital Management | 0.10% | Add +9.7% | 42,438 | $7.1M |
| HB Wealth Management, LLC | 0.08% | Add +15.3% | 42,018 | $7.0M |
| Venture Visionary Partners LLC | 0.31% | Reduce -6.4% | 41,572 | $6.9M |
| Viewpoint Capital Management LLC | 3.68% | Add +12.3% | 39,607 | $6.6M |
| Heron Bay Capital Management | 1.38% | Add +26.8% | 39,423 | $6.6M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Add +7.1% | 39,305 | $6.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -67.7% | 38,149 | $6.4M |
| Avantax Planning Partners, Inc. | 0.23% | Reduce -40.0% | 37,986 | $6.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +2.5% | 34,549 | $6.2M |
| CW Advisors, LLC | 0.08% | Reduce -54.7% | 36,888 | $6.2M |
| Independent Family Office, LLC | 2.93% | No change | 34,985 | $5.8M |
| Wesbanco Bank Inc. | 0.19% | Reduce -2.6% | 34,033 | $5.7M |
| Oldfather Financial Services, LLC | 2.17% | Reduce -1.0% | 33,844 | $5.6M |
| Hancock Whitney Corp. | 0.18% | Reduce -0.4% | 33,735 | $5.6M |
| Oxford Financial Group, LTD. LLC | 0.36% | Reduce -0.0% | 33,586 | $5.6M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Add +0.8% | 33,486 | $5.6M |
| Lwmg, LLC | 1.04% | Add +11.2% | 32,691 | $5.5M |
| Brooklyn FI, LLC | 1.91% | Reduce -0.4% | 32,423 | $5.4M |
| Northeast Financial Consultants Inc | 0.23% | Add +0.0% | 31,948 | $5.3M |
| XML Financial, LLC | 0.49% | Reduce -0.8% | 31,781 | $5.3M |
| Segall Bryant & Hamill, LLC | 0.07% | Add +28.5% | 31,491 | $5.3M |
| Cwm, LLC | 0.02% | Add +6.4% | 29,710 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.6% | 29,624 | $4.9M |
| MML Investors Services, LLC | 0.02% | Add +8.5% | 29,351 | $4.9M |
| Idaho Trust Co | 2.35% | Reduce -23.1% | 29,224 | $4.9M |
| Mullaney, Keating & Wright, Inc. | 3.38% | Add +0.8% | 29,161 | $4.9M |
| McLean Asset Management Corp | 1.46% | Add +0.1% | 29,277 | $4.8M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -23.7% | 27,845 | $4.6M |
| Droms Strauss Advisors Inc. /Mo/ | 1.61% | Reduce -6.8% | 27,273 | $4.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.56% | Add +0.5% | 26,963 | $4.5M |
| Titleist Asset Management, LLC | 0.65% | Reduce -6.0% | 26,856 | $4.5M |
| Bokf, NA | 0.08% | Add +1.9% | 27,453 | $4.5M |
| Whitegate Investment Counselors, Inc. | 1.19% | Reduce -3.4% | 26,782 | $4.5M |
| Tocqueville Asset Management L.P. | 0.07% | Reduce -9.7% | 26,532 | $4.4M |
| Noble Family Wealth, LLC | 1.19% | No change | 26,464 | $4.4M |
| Sierra Capital LLC | 0.53% | Add +0.1% | 26,427 | $4.4M |
| Twin Tree Management, LP | 0.10% | Add +1741.0% | 26,418 | $4.4M |
| United Asset Strategies, Inc. | 0.40% | Reduce -0.1% | 25,684 | $4.3M |
| Harbour Investments, Inc. | 0.13% | Add +2.9% | 25,278 | $4.2M |
| Parkside Financial Bank & Trust | 0.59% | Reduce -2.0% | 25,266 | $4.2M |
| Ssi Investment Management LLC | 1.58% | Add +0.1% | 24,775 | $4.1M |
| Bare Financial Services, Inc | 1.69% | Reduce -8.1% | 24,705 | $4.1M |
| Mill Creek Capital Advisors, LLC | 0.10% | No change | 24,007 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.4% | 23,977 | $4.0M |
| Interactive Financial Advisors, Inc. | 2.05% | Reduce -0.1% | 23,874 | $4.0M |
| Equitable Holdings, Inc. | 0.04% | Add +4.0% | 23,438 | $3.9M |
| Citadel Advisors | 0.00% | Reduce -49.3% | 23,067 | $3.8M |
| Bishop & Co Investment Management, LLC | 1.45% | Reduce -1.6% | 22,834 | $3.8M |
| Clearstead Advisors, LLC | 0.06% | Add +60.4% | 22,801 | $3.8M |
| Foundation Wealth Management, LLC | 2.85% | Reduce -0.5% | 22,547 | $3.8M |
| Rwa Wealth Partners, LLC | 0.05% | No change | 22,535 | $3.8M |
| Vance Wealth, LLC | 1.42% | Add +9.9% | 22,455 | $3.7M |
| Prosperity Planning, Inc. | 1.64% | Reduce -3.5% | 22,124 | $3.7M |
| City Holding Co. | 0.51% | Add +8.9% | 22,085 | $3.7M |
| Barclays PLC | 0.00% | Reduce -44.5% | 21,524 | $3.6M |
| Financial Counselors Inc. | 0.05% | Reduce -2.6% | 21,311 | $3.6M |
| Northwest Wealth Management, LLC | 0.82% | Reduce -1.1% | 21,035 | $3.5M |
| Atlas Brown,Inc. | 1.20% | Reduce -0.6% | 20,829 | $3.5M |
| Capital Fund Management S.A. | 0.04% | Reduce -49.2% | 20,750 | $3.5M |
| Bridges Investment Management Inc. | 0.05% | No change | 20,632 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -15.4% | 20,614 | $3.4M |
| Fortis Group Advisors, LLC | 0.63% | New | 20,450 | $3.4M |
| Raymond James Trust N.A. | 0.07% | Reduce -1.5% | 20,381 | $3.4M |
| Texas Yale Capital Corp. | 0.14% | Add +0.7% | 19,999 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.1% | 19,421 | $3.2M |
| Integrated Investment Consultants, LLC | 0.70% | Add +0.1% | 19,324 | $3.2M |
| Sowell Financial Services LLC | 0.15% | New | 18,948 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -7.6% | 18,847 | $3.1M |
| Visionary Wealth Advisors | 0.19% | Add +0.2% | 18,809 | $3.1M |
| GHP Investment Advisors, Inc. | 0.14% | Reduce -0.8% | 18,677 | $3.1M |
| Tobias Financial Advisors, Inc. | 0.62% | Reduce -1.3% | 18,608 | $3.1M |
| Stevens Capital Partners | 1.47% | Reduce -0.1% | 18,447 | $3.1M |
| Country Club Bank | 0.20% | Add +0.5% | 18,086 | $3.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +0.1% | 17,278 | $2.9M |
| Geneos Wealth Management Inc. | 0.11% | Add +10.6% | 17,162 | $2.9M |
| Investment Partners, LTD. | 1.17% | Reduce -17.9% | 16,877 | $2.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +0.3% | 16,773 | $2.8M |
| Weinberger Asset Management, Inc | 1.16% | Reduce -1.5% | 16,382 | $2.7M |
| Boston Partners | 0.00% | Reduce -30.2% | 16,244 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -2.5% | 15,859 | $2.6M |
| Atlas Capital Advisors Inc. | 0.40% | Reduce -7.1% | 15,769 | $2.6M |
| St. Louis Trust Co | 0.37% | No change | 15,710 | $2.6M |
| Earnest Partners LLC | 0.01% | Reduce -38.8% | 15,416 | $2.6M |
| Kettle Hill Capital Management, LLC | 0.66% | New | 15,394 | $2.6M |
| Sterling Capital Management LLC | 0.03% | — | 15,344 | $2.6M |
| Ariel Investments | 0.03% | Add +142.5% | 15,273 | $2.5M |
| Wealth Architects, LLC | 0.29% | No change | 15,239 | $2.5M |
| Asset Management Group, Inc. | 0.36% | Reduce -3.0% | 15,235 | $2.5M |
| Jefferies Financial Group Inc. | 0.04% | New | 15,105 | $2.5M |
| Global Retirement Partners, LLC | 0.07% | Reduce -2.8% | 14,860 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -0.1% | 14,674 | $2.4M |
| Concentric Wealth Management, LLC | 0.59% | Reduce -7.5% | 14,601 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +111.8% | 14,551 | $2.4M |
| Falcon Wealth Planning | 0.28% | Reduce -2.3% | 14,540 | $2.4M |
| Fifth Third Wealth Advisors LLC | 0.15% | Add +24.4% | 14,271 | $2.4M |
| Regions Financial Corp. | 0.02% | Add +11.3% | 14,246 | $2.4M |
| Carnegie Investment Counsel | 0.07% | Reduce -2.2% | 14,226 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +10.9% | 14,055 | $2.3M |
| Pinnacle Financial Partners Inc | 0.05% | Add +0.4% | 14,040 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +9.3% | 13,962 | $2.3M |
| Maltin Wealth Management, Inc. | 1.13% | Add +6.3% | 13,900 | $2.3M |
| Hardy Reed LLC | 0.21% | No change | 13,728 | $2.3M |
| UMB Bank, n.a. | 0.04% | Reduce -6.8% | 13,584 | $2.3M |
| Clayton Financial Group LLC | 0.85% | Add +16.8% | 13,538 | $2.3M |
| Lowe Brockenbrough & Co. Inc. | 0.14% | Add +1.4% | 13,347 | $2.2M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 13,283 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -11.8% | 13,211 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.14% | Reduce -8.2% | 13,175 | $2.2M |
| Quadrant Capital Group LLC | 0.15% | Add +6.5% | 12,993 | $2.2M |
| Klingman & Associates, LLC | 0.13% | No change | 12,942 | $2.2M |
| Marquette Associates, Inc. | 1.54% | Add +0.5% | 12,807 | $2.1M |
| Washington Trust Bank | 0.20% | Reduce -0.2% | 12,806 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -39.1% | 12,717 | $2.1M |
| SkyOak Wealth, LLC | 0.47% | No change | 12,608 | $2.1M |
| Tradition Wealth Management, LLC | 0.19% | Reduce -0.1% | 12,557 | $2.1M |
| Alamar Capital Management, LLC | 1.14% | Reduce -1.4% | 12,424 | $2.1M |
| Fifth Third Securities, Inc. | 0.19% | Reduce -3.4% | 12,323 | $2.1M |
| First Hawaiian Bank | 0.07% | No change | 12,210 | $2.0M |
| ARK & TLK Investments, LLC | 0.72% | Reduce -0.7% | 12,207 | $2.0M |
| CreativeOne Wealth, LLC | 0.07% | Add +3.3% | 12,200 | $2.0M |
| BHK Investment Advisors, LLC | 0.76% | Add +0.0% | 12,195 | $2.0M |
| Farmers & Merchants Investments Inc. | 0.06% | Add +0.1% | 12,089 | $2.0M |
| Lido Advisors, LLC | 0.02% | Reduce -3.6% | 12,078 | $2.0M |
| Wealth Dimensions Group, Ltd. | 0.51% | Reduce -1.4% | 12,039 | $2.0M |
| Vawter Financial, Ltd. | 1.22% | No change | 12,014 | $2.0M |
| Summit Financial, LLC | 0.08% | Reduce -4.8% | 11,896 | $2.0M |
| MV Capital Management, Inc. | 0.21% | Add +8.1% | 11,799 | $2.0M |
| Mb, Levis & Associates, LLC | 0.97% | Add +0.5% | 11,766 | $2.0M |
| Towerpoint Wealth, LLC | 0.92% | Reduce -1.1% | 11,687 | $1.9M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -4.0% | 11,605 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +63.3% | 11,423 | $1.9M |
| Central Pacific Bank - Trust Division | 0.25% | No change | 11,375 | $1.9M |
| Roundview Capital LLC | 0.14% | Add +8.7% | 11,315 | $1.9M |
| Windward Private Wealth Management Inc. | 0.71% | Reduce -14.9% | 11,174 | $1.9M |
| Toronto Dominion Bank | 0.00% | Reduce -1.9% | 11,113 | $1.9M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -0.2% | 11,087 | $1.8M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 10,992 | $1.8M |
| FAS Wealth Partners, Inc. | 0.15% | Add +1.2% | 10,985 | $1.8M |
| Graves Light Lenhart Wealth, Inc. | 0.22% | Reduce -24.9% | 10,750 | $1.8M |
| American Financial Advisors, LLC | 0.24% | Reduce -3.7% | 10,497 | $1.8M |
| TFB Advisors LLC | 0.52% | Reduce -0.6% | 10,473 | $1.7M |
| Penobscot Investment Management Company, Inc. | 0.16% | Add +1.9% | 10,473 | $1.7M |
| Citizens Financial Group Inc. | 0.03% | Add +119.5% | 10,396 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +9.8% | 10,373 | $1.7M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -40.2% | 10,298 | $1.7M |
| Legacy Edge Advisors, LLC | 0.27% | Add +3.3% | 10,153 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Add +3.0% | 10,149 | $1.7M |
| Sandy Spring Bank | 0.07% | Add +2.4% | 10,052 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +5.7% | 9,918 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -5.9% | 65,750 | $1.7M |
| Legacy Bridge, LLC | 0.87% | No change | 9,730 | $1.6M |
| Modern Wealth Management, LLC | 0.10% | New | 9,656 | $1.6M |
| Relyea Zuckerberg Hanson LLC | 0.25% | Add +0.1% | 9,655 | $1.6M |
| Alera Investment Advisors, LLC | 0.19% | Reduce -0.3% | 9,575 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.42% | Reduce -5.6% | 9,550 | $1.6M |
| Stordahl Capital Management, Inc. | 0.38% | Add +17.2% | 9,675 | $1.6M |
| Cornerstone Wealth Advisors, Inc. | 0.44% | Reduce -4.3% | 9,531 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Add +0.0% | 9,529 | $1.6M |
| Guggenheim Capital LLC | 0.01% | No change | 9,455 | $1.6M |
| Berkshire Asset Management LLC | 0.08% | No change | 10,316 | $1.6M |
| Lowery Thomas, LLC | 1.06% | Reduce -3.0% | 9,373 | $1.6M |
| Zions Bancorporation, N.A. | 0.11% | Reduce -0.3% | 9,338 | $1.6M |
| World Investment Advisors | 0.05% | Reduce -2.7% | 9,201 | $1.5M |
| Wolverine Trading, LLC | 0.04% | Reduce -97.4% | 9,084 | $1.5M |
| BluePointe Capital Management, LLC | 0.97% | Add +1.7% | 9,016 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.1% | 8,983 | $1.5M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -1.6% | 8,923 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | No change | 8,821 | $1.5M |
| McAdam, LLC | 0.08% | Add +5.9% | 8,681 | $1.4M |
| Altiora Financial Group, LLC | 0.32% | Reduce -0.2% | 8,571 | $1.4M |
| Argent Trust Co | 0.06% | Reduce -8.6% | 8,555 | $1.4M |
| Sterling Financial Group, Inc. | 0.61% | No change | 8,545 | $1.4M |
| Systematic Financial Management LP | 0.04% | Add +17.5% | 8,533 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -10.1% | 8,360 | $1.4M |
| Blue Trust, Inc. | 0.02% | Add +0.5% | 9,122 | $1.4M |
| Cozad Asset Management Inc. | 0.13% | Add +4.8% | 8,267 | $1.4M |
| Financial Planning & Information Services, Inc. | 0.19% | Add +4.5% | 8,224 | $1.4M |
| Meridian Wealth Management, LLC | 0.07% | New | 8,186 | $1.4M |
| Nwam LLC | 0.08% | New | 8,153 | $1.4M |
| Prospera Financial Services Inc | 0.03% | Add +7.2% | 8,129 | $1.4M |
| Affinity Capital Advisors, LLC | 0.26% | No change | 7,965 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +2.0% | 7,856 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -11.3% | 7,843 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -90.2% | 7,800 | $1.3M |
| Family Firm, Inc. | 0.28% | Reduce -3.5% | 7,734 | $1.3M |
| Harbour Capital Advisors, LLC | 0.29% | Reduce -0.6% | 7,745 | $1.3M |
| Wealth Advisory Solutions, LLC | 0.35% | Add +3.7% | 7,595 | $1.3M |
| MWA Asset Management | 0.84% | Reduce -0.6% | 7,591 | $1.3M |
| Eukles Asset Management | 0.51% | Reduce -2.3% | 7,576 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -5.1% | 7,567 | $1.3M |
| Morris Financial Concepts, Inc. | 0.54% | Add +5.1% | 7,517 | $1.3M |
| Archvest Wealth Advisors, Inc. | 0.80% | Add +0.1% | 7,514 | $1.3M |
| SilverOak Wealth Management LLC | 0.28% | No change | 7,498 | $1.3M |
| Park Place Capital Corp | 0.36% | Reduce -0.5% | 7,498 | $1.3M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -31.4% | 7,476 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -33.6% | 7,451 | $1.2M |
| West Coast Financial LLC | 0.14% | Reduce -3.4% | 7,417 | $1.2M |
| Factorial Partners, LLC | 0.71% | No change | 7,400 | $1.2M |
| Pointe Capital Management LLC | 0.71% | Add +66.5% | 7,319 | $1.2M |
| Luts & Greenleigh Group, Inc. | 1.17% | Add +1.5% | 7,304 | $1.2M |
| Veery Capital, LLC | 0.46% | Reduce -6.5% | 7,285 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Reduce -13.1% | 7,273 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Add +100.8% | 7,793 | $1.2M |
| LMCG Investments, LLC | 0.07% | Reduce -4.9% | 7,148 | $1.2M |
| Renasant Bank | 0.78% | Reduce -0.5% | 7,141 | $1.2M |
| 626 Financial, LLC | 0.66% | Reduce -2.7% | 7,132 | $1.2M |
| Pittenger & Anderson Inc. | 0.04% | No change | 7,125 | $1.2M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -1.5% | 7,117 | $1.2M |
| Paces Ferry Wealth Advisors, LLC | 0.67% | Add +0.0% | 7,013 | $1.2M |
| WealthPlan Investment Management, LLC | 0.12% | New | 6,873 | $1.1M |
| Cobblestone Capital Advisors LLC | 0.06% | Add +0.4% | 6,850 | $1.1M |
| Insight 2811, Inc. | 0.57% | Reduce -4.1% | 6,814 | $1.1M |
| Performance Wealth Partners, LLC | 0.04% | Add +61.8% | 6,714 | $1.1M |
| Pettinga Financial Advisors LLC | 0.26% | Reduce -5.2% | 6,704 | $1.1M |
| Ategra Capital Management, LLC | 0.81% | New | 6,678 | $1.1M |
| Becker Capital Management Inc. | 0.04% | Add +8.9% | 6,677 | $1.1M |
| PDS Planning, Inc | 0.10% | Reduce -0.0% | 6,573 | $1.1M |
| CI Investments Inc. | 0.00% | No change | 6,571 | $1.1M |
| Jordan Park Group LLC | 0.07% | Reduce -13.0% | 6,526 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.30% | Reduce -0.3% | 6,498 | $1.1M |
| Bridge Advisory, LLC | 0.52% | Add +0.5% | 6,495 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.5% | 6,469 | $1.1M |
| Evanson Asset Management, LLC | 0.08% | No change | 6,427 | $1.1M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.3% | 6,397 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.62% | Add +4.2% | 6,389 | $1.1M |
| Financial Guidance Group, Inc. | 0.62% | Reduce -0.4% | 6,361 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | Reduce -2.9% | 6,328 | $1.1M |
| First Commonwealth Financial Corp | 0.25% | Reduce -18.8% | 6,317 | $1.1M |
| Smithbridge Asset Management Inc. | 0.18% | Add +100.0% | 6,306 | $1.1M |
| Blue Bell Private Wealth Management, LLC | 0.20% | Reduce -3.1% | 6,291 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +10.3% | 6,147 | $1.0M |
| Berkeley, Inc | 0.30% | Add +98.1% | 6,138 | $1.0M |
| North Star Investment Management Corp. | 0.07% | Reduce -0.1% | 6,052 | $1.0M |
| Highland Capital Management, LLC | 0.06% | No change | 6,046 | $1.0M |
| First Bancorp, Inc | 0.70% | No change | 6,000 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -7.7% | 5,961 | $994K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.53% | Add +2.3% | 5,864 | $978K |
| Ullmann Wealth Partners Group, LLC | 0.13% | Add +26.2% | 5,810 | $969K |
| Geller Advisors LLC | 0.07% | Reduce -4.6% | 5,798 | $967K |
| Paragon Financial Partners, Inc. | 0.70% | Add +125.0% | 5,756 | $960K |
| Edge Capital Group, LLC | 0.04% | Reduce -0.4% | 5,755 | $960K |
| Connecticut Wealth Management, LLC | 0.05% | Add +11.9% | 5,732 | $956K |
| Integrated Advisors Network LLC | 0.05% | Add +1.2% | 5,714 | $953K |
| Howland Capital Management LLC | 0.04% | No change | 5,697 | $950K |
| Haverford Trust Co | 0.01% | Add +9.3% | 5,696 | $950K |
| Wealthspire Retirement, LLC | 0.08% | No change | 5,628 | $939K |
| First Foundation Advisors | 0.04% | Reduce -8.3% | 5,586 | $932K |
| James Investment Research, Inc. | 0.11% | No change | 5,580 | $931K |
| Fidelis Capital Partners, LLC | 0.11% | Add +27.5% | 5,616 | $928K |
| SOL Capital Management CO | 0.10% | Add +0.7% | 5,561 | $928K |
| Goodwin Investment Advisory | 0.40% | Reduce -2.4% | 5,560 | $928K |
| Squire Investment Management Company, LLC | 0.43% | Add +9.9% | 5,386 | $898K |
| Keeley-Teton Advisors, LLC | 0.10% | No change | 5,380 | $897K |
| Bantamac Capital, LLC | 0.43% | Add +55.4% | 5,348 | $892K |
| Gallagher Fiduciary Advisors, LLC | 0.18% | Reduce -27.2% | 5,311 | $886K |
| Rodgers & Associates, LTD | 0.11% | Reduce -6.6% | 5,293 | $883K |
| Smithfield Trust Co | 0.04% | Reduce -6.1% | 5,297 | $876K |
| E&G Advisors, LLC | 0.24% | Add +1.9% | 5,235 | $873K |
| Hirtle & Co., LLC | 0.04% | Add +7.2% | 5,227 | $872K |
| Mycio Wealth Partners, LLC | 0.20% | Add +0.5% | 5,183 | $865K |
| Sax Wealth Advisors, LLC | 0.08% | No change | 5,148 | $859K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -2.5% | 5,147 | $859K |
| HighMark Wealth Management LLC | 0.47% | Reduce -6.0% | 5,141 | $858K |
| FineMark National Bank & Trust | 0.03% | Reduce -4.6% | 5,141 | $858K |
| Composition Wealth, LLC | 0.02% | Reduce -28.3% | 5,104 | $851K |
| Advisory Services Network, LLC | 0.02% | No change | 5,546 | $845K |
| Townsquare Capital LLC | 0.01% | Add +4.0% | 5,038 | $840K |
| Johnson Financial Group, Inc. | 0.04% | Add +47.2% | 5,031 | $839K |
| American State Bank (Iowa) | 0.51% | No change | 5,015 | $837K |
| Magnus Financial Group LLC | 0.09% | Add +9.9% | 5,013 | $836K |
| VAUGHAN & Co SECURITIES, INC. | 0.49% | No change | 5,006 | $835K |
| Culbertson A N & Co. Inc. | 0.13% | No change | 4,966 | $828K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +4.3% | 4,956 | $827K |
| Sabal Trust CO | 0.04% | No change | 4,935 | $823K |
| Verus Capital Partners, LLC | 0.08% | Reduce -46.3% | 4,926 | $822K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +2.2% | 4,923 | $821K |
| Rf&l Wealth Management, LLC | 0.57% | No change | 4,870 | $812K |
| Gables Capital Management Inc. | 0.41% | No change | 4,851 | $809K |
| Strategic Financial Concepts, LLC | 0.26% | Reduce -99.4% | 4,834 | $806K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -52.8% | 4,827 | $805K |
| Garde Capital, Inc. | 0.05% | Reduce -10.3% | 4,813 | $803K |
| Foster Group, Inc. | 0.03% | Reduce -0.5% | 4,810 | $802K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.1% | 4,808 | $802K |
| Capital Analysts, LLC | 0.03% | Add +17.7% | 4,799 | $801K |
| Aprio Wealth Management, LLC | 0.13% | Reduce -7.3% | 4,766 | $795K |
| Center for Financial Planning, Inc. | 0.11% | Reduce -2.5% | 4,760 | $794K |
| Firestone Capital Management | 0.20% | No change | 4,760 | $794K |
| Dravo Bay LLC | 0.41% | Reduce -9.8% | 4,733 | $790K |
| Rothschild Wealth LLC | 0.23% | Add +466.9% | 7,795 | $785K |
| Hoxton Planning & Management, LLC | 0.30% | Reduce -8.4% | 4,623 | $771K |
| Arkadios Wealth Advisors | 0.04% | Reduce -10.2% | 4,613 | $769K |
| First Business Financial Services, Inc. | 0.08% | No change | 4,604 | $768K |
| Grayhawk Investment Strategies Inc. | 1.20% | New | 4,586 | $765K |
| Kingsview Wealth Management, LLC | 0.02% | Add +21.0% | 4,585 | $765K |
| Phillips Financial Management, LLC | 0.06% | No change | 4,568 | $762K |
| Guidance Point Advisors, LLC | 0.23% | Add +0.4% | 4,542 | $758K |
| Centennial Bank | 0.35% | Reduce -1.7% | 4,539 | $757K |
| Disciplined Investments, LLC | 0.37% | Add +0.1% | 4,535 | $757K |
| Transform Wealth, LLC | 0.05% | Add +1.7% | 4,516 | $753K |
| Widmann Financial Services, Inc. | 0.57% | Reduce -2.7% | 4,492 | $749K |
| Avior Wealth Management, LLC | 0.03% | Reduce -3.6% | 4,482 | $748K |
| Opus Capital Group, LLC | 0.09% | No change | 4,478 | $747K |
| Stegner Investment Associates Inc. | 0.51% | Reduce -2.0% | 4,470 | $746K |
| Old National Bancorp | 0.02% | Reduce -48.0% | 4,432 | $739K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -32.4% | 4,415 | $737K |
| Farther Finance Advisors, LLC | 0.03% | Add +191.2% | 4,411 | $736K |
| Atria Investments, Inc | 0.01% | Reduce -56.8% | 4,403 | $734K |
| Bricktown Capital, LLC | 0.14% | Reduce -12.1% | 4,386 | $732K |
| United Capital Financial Advisors, LLC | 0.01% | Add +3.2% | 4,357 | $727K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +0.0% | 4,353 | $726K |
| Auxano Advisors, LLC | 0.19% | No change | 4,342 | $724K |
| Caldwell Trust Co | 0.08% | Reduce -1.0% | 4,324 | $721K |
| First Manhattan Co. Llc. | 0.00% | Add +18.4% | 4,279 | $714K |
| Fulton Breakefield Broenniman LLC | 0.05% | No change | 4,184 | $698K |
| Arete Wealth Advisors, LLC | 0.06% | Add +0.1% | 4,192 | $697K |
| National Philanthropic Trust | 0.01% | No change | 4,139 | $690K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1112.9% | 4,124 | $688K |
| Aft, Forsyth & Company, Inc. | 0.33% | Reduce -0.3% | 4,059 | $677K |
| NewEdge Wealth, LLC | 0.01% | Add +18.5% | 4,049 | $675K |
| Dimension Capital Management LLC | 0.13% | Add +76.5% | 4,032 | $673K |
| Heritage Wealth Advisors | 0.03% | Reduce -1.5% | 4,000 | $667K |
| Bank of Nova Scotia | 0.00% | No change | 4,000 | $667K |
| Tillman Hartley LLC | 0.20% | No change | 3,988 | $665K |
| JMG Financial Group, Ltd. | 0.02% | New | 3,983 | $664K |
| Private Trust Co. NA | 0.07% | Reduce -4.2% | 3,928 | $655K |
| Legacy Trust | 0.15% | Reduce -0.3% | 3,909 | $652K |
| Lake Street Private Wealth, LLC | 0.11% | Add +22.7% | 3,905 | $651K |
| Western Wealth Management, LLC | 0.04% | Add +14.7% | 3,877 | $647K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +15.4% | 3,862 | $644K |
| Retirement Investment Advisors, Inc. | 0.07% | Add +7.3% | 3,828 | $639K |
| &partners | 0.01% | Add +114.2% | 3,826 | $638K |
| Wealthstream Advisors, Inc. | 0.12% | No change | 3,820 | $637K |
| Palisades Hudson Asset Management, L.P. | 0.27% | Add +0.3% | 3,791 | $632K |
| Sigma Planning Corp | 0.02% | Reduce -2.3% | 3,761 | $627K |
| Welch & Forbes LLC | 0.01% | Reduce -2.1% | 3,726 | $622K |
| Fiduciary Financial Group, LLC | 0.14% | Reduce -16.0% | 3,800 | $621K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | No change | 3,703 | $618K |
| Chicago Capital, LLC | 0.02% | No change | 3,700 | $617K |
| Redmont Wealth Advisors LLC | 0.96% | Reduce -26.3% | 3,688 | $615K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -4.0% | 3,651 | $609K |
| Strategies Wealth Advisors, LLC | 0.08% | Add +0.5% | 3,646 | $608K |
| Allegheny Financial Group | 0.15% | New | 3,645 | $608K |
| BIP Wealth, LLC | 0.04% | Add +6.6% | 3,625 | $605K |
| Plum Street Advisors, LLC | 0.30% | Reduce -1.0% | 3,576 | $597K |
| Intrepid Financial Planning Group LLC | 0.26% | Reduce -1.4% | 3,576 | $597K |
| Simplex Trading, LLC | 0.02% | Reduce -77.1% | 3,560 | $593K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.9% | 3,531 | $591K |
| Amarillo National Bank | 0.11% | No change | 3,537 | $590K |
| Brighton Jones LLC | 0.02% | Reduce -8.0% | 3,532 | $589K |
| Lutz Financial Services LLC | 0.05% | Reduce -0.3% | 3,529 | $589K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.3% | 3,528 | $589K |
| Keebeck Wealth Management | 0.09% | Reduce -5.9% | 3,514 | $586K |
| Two Sigma Securities, LLC | 0.05% | Add +41.5% | 3,501 | $584K |
| Gator Capital Management, LLC | 0.26% | No change | 3,495 | $583K |
| Teachers Insurance & Annuity Association of America | 0.89% | — | 3,494 | $583K |
| Walleye Trading LLC | 0.01% | New | 3,475 | $580K |
| True North Advisors, LLC | 0.15% | Reduce -1.4% | 3,472 | $579K |
| Sage Capital Management, LLC | 0.28% | Reduce -20.9% | 3,469 | $579K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -33.2% | 3,461 | $577K |
| Townsend Asset Management Corp. /NC/ | 0.21% | Add +0.5% | 3,459 | $577K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.2% | 3,446 | $575K |
| PFG Investments, LLC | 0.04% | Add +13.9% | 3,433 | $573K |
| Chicago Partners Investment Group LLC | 0.02% | Add +2.6% | 3,449 | $570K |
| JFS Wealth Advisors, LLC | 0.04% | Add +0.0% | 3,412 | $569K |
| Mutual Advisors, LLC | 0.02% | Add +4.9% | 3,429 | $568K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.3% | 3,359 | $560K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 3,350 | $559K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 3,345 | $558K |
| Yardley Wealth Management LLC | 0.32% | — | 3,275 | $546K |
| Smith Thornton Advisors LLC | 0.35% | No change | 3,225 | $538K |
| First Heartland Consultants, Inc. | 0.06% | New | 3,183 | $531K |
| Confluence Investment Management LLC | 0.01% | New | 3,172 | $529K |
| St Germain D J Co. Inc. | 0.02% | Add +0.7% | 3,158 | $527K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +1.3% | 3,150 | $525K |
| Premier Path Wealth Partners, LLC | 0.08% | Reduce -3.9% | 3,149 | $525K |
| Watts Gwilliam & Co., LLC | 0.11% | — | 3,173 | $519K |
| American National Bank & Trust | 0.06% | No change | 3,103 | $518K |
| Apella Capital, LLC | 0.02% | Add +0.4% | 3,145 | $515K |
| Colonial Trust Co / SC | 0.08% | No change | 3,093 | $515K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 3,082 | $514K |
| Stratos Wealth Advisors, LLC | 0.02% | No change | 3,077 | $513K |
| Financial Advocates Investment Management | 0.03% | Add +4.4% | 3,458 | $513K |
| Sage Financial Group Inc. | 0.04% | Reduce -4.3% | 3,069 | $512K |
| Monograph Wealth Advisors, LLC | 0.07% | No change | 3,055 | $510K |
| Coastwise Capital Group, LLC | 0.42% | Add +30.7% | 3,051 | $509K |
| Broadview Financial Management, LLC | 0.34% | Reduce -1.2% | 3,048 | $508K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +12.7% | 3,035 | $506K |
| Ancora Advisors LLC | 0.01% | No change | 3,033 | $506K |
| Key Financial Inc | 0.11% | No change | 3,023 | $504K |
| Keudell/Morrison Wealth Management | 0.14% | No change | 3,000 | $500K |
| NorthRock Partners, LLC | 0.02% | No change | 2,987 | $498K |
| Castle Wealth Management LLC | 0.20% | Reduce -2.5% | 2,984 | $498K |
| St. Clair Advisors, LLC | 0.14% | No change | 2,941 | $491K |
| Appleton Partners Inc. | 0.04% | Reduce -11.3% | 2,932 | $489K |
| Cadence Bank | 0.03% | New | 2,917 | $487K |
| Davidson Trust Co. | 0.25% | Add +13.9% | 2,908 | $485K |
| Spire Wealth Management | 0.02% | Add +7.1% | 2,897 | $483K |
| Chemung Canal Trust Co. | 0.10% | Reduce -64.5% | 2,896 | $483K |
| Canandaigua National Bank & Trust Co. | 0.05% | No change | 2,892 | $482K |
| Embree Financial Group | 0.09% | Reduce -2.8% | 2,892 | $482K |
| NDWM LLC | 0.40% | Reduce -12.6% | 2,889 | $482K |
| Cannell & Spears LLC | 0.01% | Add +3.9% | 2,888 | $482K |
| Eagle Strategies LLC | 0.09% | Reduce -1.6% | 2,882 | $481K |
| Lion Street Advisors, LLC | 0.17% | No change | 2,880 | $480K |
| NBT Bank, N.A. | 0.03% | Reduce -8.4% | 2,877 | $480K |
| Steel Grove Capital Advisors, LLC | 0.07% | No change | 2,884 | $480K |
| Curtis Advisory Group, LLC | 0.13% | Reduce -1.0% | 2,846 | $475K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +1.2% | 2,843 | $474K |
| Chartwell Investment Partners, LLC | 0.02% | Reduce -34.8% | 2,840 | $474K |
| Cibc World Market Inc. | 0.00% | Reduce -3.2% | 2,843 | $474K |
| Evermay Wealth Management LLC | 0.08% | Reduce -3.9% | 2,841 | $474K |
| Lanark Financial, Inc. | 0.04% | Add +4.4% | 2,837 | $473K |
| Flputnam Investment Management Co. | 0.01% | Reduce -9.4% | 2,833 | $473K |
| Catalyst Financial Partners LLC | 0.09% | No change | 2,806 | $468K |
| Old Mission Capital LLC | 0.01% | Reduce -76.0% | 2,800 | $467K |
| Halpern Financial, Inc. | 0.12% | No change | 2,811 | $461K |
| Truepoint, Inc. | 0.01% | Reduce -0.1% | 2,738 | $457K |
| Diversified Investment Strategies, LLC | 0.30% | Add +38.5% | 2,736 | $456K |
| Creekside Partners | 0.23% | Add +0.2% | 2,716 | $453K |
| Paulson Wealth Management Inc. | 0.12% | No change | 2,714 | $453K |
| SpiderRock Advisors, LLC | 0.01% | No change | 2,712 | $452K |
| First Western Trust Bank | 0.02% | Reduce -13.9% | 2,708 | $452K |
| Tarbox Family Office, Inc. | 0.07% | No change | 2,699 | $450K |
| Forum Financial Management, LP | 0.01% | Add +0.2% | 2,674 | $446K |
| Brown Wealth Management, LLC | 0.16% | Reduce -0.4% | 2,662 | $444K |
| Aspen Grove Capital, LLC | 0.10% | Add +21.3% | 2,657 | $443K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -14.1% | 2,600 | $434K |
| Stonebridge Financial Planning Group, LLC | 0.21% | Reduce -15.9% | 2,599 | $433K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -8.3% | 2,598 | $433K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -1.2% | 2,597 | $433K |
| Platte River Wealth Advisors, LLC | 0.12% | No change | 2,580 | $430K |
| Argent Financial Group, Inc. | 0.05% | — | 2,579 | $430K |
| Cypress Capital Group | 0.05% | Reduce -7.7% | 2,566 | $428K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -33.7% | 2,534 | $423K |
| Paragon Capital Management Ltd | 0.08% | Reduce -43.0% | 2,526 | $421K |
| Legacy Capital Group California, Inc. | 0.14% | Add +7.4% | 2,513 | $419K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 2,509 | $419K |
| BTC Capital Management, Inc. | 0.04% | No change | 2,496 | $416K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | New | 2,462 | $411K |
| IHT Wealth Management, LLC | 0.01% | Reduce -40.9% | 2,456 | $409K |
| Graypoint LLC | 0.03% | No change | 2,452 | $409K |
| Skyline Advisors, Inc. | 0.17% | Add +23.2% | 2,445 | $408K |
| Capital Square, LLC | 0.25% | Add +1.3% | 2,438 | $407K |
| IFP Advisors, Inc | 0.01% | Reduce -44.8% | 2,397 | $400K |
| Smith, Moore & Co. | 0.04% | Add +0.2% | 2,394 | $399K |
| LMG Wealth Partners, LLC | 0.09% | No change | 2,392 | $399K |
| FinTrust Capital Advisors, LLC | 0.07% | Add +0.4% | 2,378 | $397K |
| Baxter Bros Inc. | 0.05% | No change | 2,375 | $396K |
| LGT Financial Advisors LLC | 0.97% | Reduce -4.9% | 2,366 | $395K |
| Roger Wittlin Investment Advisory, LLC | 0.23% | New | 2,359 | $393K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -4.0% | 2,350 | $392K |
| Emergent Wealth Advisors, LLC | 0.29% | Reduce -1.7% | 2,345 | $391K |
| Maxwell Wealth Strategies Inc. | 0.17% | No change | 2,321 | $390K |
| Clear Investment Research, LLC | 0.51% | Add +1.5% | 2,338 | $390K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 2,330 | $389K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -74.7% | 2,323 | $388K |
| Patten & Patten Inc. | 0.03% | Reduce -3.6% | 2,275 | $380K |
| Financial Management Network Inc. | 0.08% | Reduce -10.8% | 2,298 | $379K |
| CJM Wealth Advisers, Ltd. | 0.13% | Reduce -6.1% | 2,270 | $379K |
| Total Wealth Planning, LLC | 0.06% | Reduce -4.1% | 2,268 | $378K |
| Gries Financial LLC | 0.07% | Add +0.2% | 2,227 | $371K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Add +0.5% | 2,221 | $370K |
| Principal Securities, Inc. | 0.01% | Add +1.2% | 2,197 | $367K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +13.4% | 2,183 | $364K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -24.7% | 2,181 | $364K |
| Fiducient Advisors LLC | 0.04% | Reduce -41.6% | 2,168 | $362K |
| Fort Point Capital Partners LLC | 0.05% | Add +7.3% | 2,163 | $361K |
| Howe & Rusling Inc. | 0.03% | Reduce -12.7% | 2,160 | $360K |
| Jane Street Group, LLC | 0.00% | Reduce -87.8% | 2,156 | $360K |
| Elevation Wealth Partners, LLC | 0.15% | No change | 2,132 | $356K |
| Cassady Schiller Wealth Management, LLC | 0.13% | Reduce -2.3% | 2,122 | $354K |
| Oliver Luxxe Assets LLC | 0.06% | Add +0.5% | 2,114 | $353K |
| F/m Investments LLC | 0.01% | Reduce -6.9% | 2,085 | $348K |
| Beach Investment Counsel Inc. | 0.04% | No change | 2,080 | $347K |
| Certified Advisory Corp | 0.04% | Add +6.1% | 2,077 | $346K |
| Etfidea, LLC | 0.11% | No change | 2,076 | $346K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -2.0% | 2,070 | $344K |
| Well Done, LLC | 0.06% | No change | 2,057 | $343K |
| Marotta Asset Management | 0.07% | Reduce -11.3% | 2,046 | $341K |
| National Bank of Canada | 0.00% | Add +4.6% | 2,045 | $341K |
| Allen Investment Management, LLC | 0.00% | No change | 2,041 | $340K |
| Diversified Trust Co. | 0.01% | Reduce -2.1% | 2,038 | $340K |
| Coldstream Capital Management Inc. | 0.01% | New | 1,968 | $339K |
| Bremer Bank National Association | 0.06% | Reduce -0.1% | 2,023 | $337K |
| Optimist Retirement Group LLC | 0.15% | No change | 2,021 | $337K |
| Leo Wealth, LLC | 0.03% | Add +0.3% | 2,017 | $336K |
| Freestone Capital Holdings, LLC | 0.01% | Add +2.8% | 2,016 | $336K |
| StoneX Group Inc. | 0.02% | Add +11.8% | 2,007 | $335K |
| TNF LLC | 0.12% | Add +2.6% | 2,013 | $334K |
| Regency Capital Management Inc.\DE | 0.18% | No change | 2,000 | $334K |
| Advisor Resource Council | 0.15% | New | 1,969 | $328K |
| Good Life Advisors, LLC | 0.02% | New | 1,964 | $328K |
| Axiom Advisory, LLC | 0.00% | Add +0.9% | 1,985 | $326K |
| Evoke Wealth, LLC | 0.01% | New | 1,951 | $326K |
| W Advisors, LLC | 0.20% | No change | 1,950 | $325K |
| Steph & Co. | 0.10% | Reduce -2.7% | 1,937 | $323K |
| Red Lighthouse Investment Management, LLC | 0.13% | Reduce -4.1% | 1,925 | $321K |
| Builder Investment Group Inc. | 0.09% | No change | 1,925 | $321K |
| Procyon Advisors, LLC | 0.02% | Add +1.7% | 1,912 | $319K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.3% | 1,869 | $312K |
| Certuity, LLC | 0.03% | Add +0.1% | 1,862 | $311K |
| Larson Financial Group LLC | 0.02% | Add +5.1% | 1,851 | $309K |
| Chapin Davis, Inc. | 0.10% | No change | 1,851 | $309K |
| Wedgewood Investors Inc. | 0.34% | No change | 1,848 | $308K |
| Cynosure Group, LLC | 0.04% | No change | 1,826 | $305K |
| Peak Asset Management, LLC | 0.06% | No change | 1,822 | $304K |
| Mather Group, Llc. | 0.00% | Reduce -13.4% | 1,821 | $304K |
| Three Bridge Wealth Advisors, LLC | 0.11% | No change | 1,820 | $304K |
| Tyler-Stone Wealth Management | 0.06% | Add +101.9% | 1,817 | $303K |
| Dana Investment Advisors, Inc. | 0.01% | New | 1,808 | $302K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -4.3% | 1,807 | $301K |
| Nvest Financial, LLC | 0.17% | Add +9.2% | 1,802 | $301K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | Reduce -0.2% | 1,820 | $300K |
| Palisade Asset Management, LLC | 0.03% | No change | 1,784 | $298K |
| Summit Wealth Partners, LLC | 0.06% | New | 1,783 | $297K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -19.3% | 1,782 | $297K |
| AdvisorNet Financial, Inc | 0.02% | Add +8.6% | 1,777 | $296K |
| First Nebraska Trust Co | 0.03% | No change | 1,774 | $296K |
| Matrix Asset Advisors Inc. | 0.03% | New | 1,765 | $294K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 1,757 | $293K |
| Bordeaux Wealth Advisors LLC | 0.05% | No change | 1,750 | $292K |
| Trust Co. of Vermont | 0.01% | No change | 1,747 | $291K |
| Advance Capital Management, Inc. | 0.01% | No change | 1,746 | $291K |
| CenterStar Asset Management, LLC | 0.44% | New | 1,744 | $291K |
| Asset Dedication, LLC | 0.02% | Reduce -17.8% | 1,744 | $291K |
| McNamara Financial Services, Inc. | 0.06% | Reduce -8.8% | 1,719 | $287K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.1% | 1,717 | $286K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 1,709 | $285K |
| Crestwood Advisors Group, LLC | 0.01% | Add +10.4% | 1,705 | $284K |
| Marshall Financial Group Inc. | 0.09% | Add +0.5% | 1,703 | $284K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -76.7% | 1,700 | $284K |
| New Century Financial Group, LLC | 0.10% | Reduce -10.4% | 1,690 | $282K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 1,688 | $282K |
| Blankinship & Foster, LLC | 0.07% | Add +0.1% | 1,675 | $280K |
| Fisher Asset Management | 0.00% | Reduce -18.4% | 1,670 | $279K |
| Summit Trail Advisors, LLC | 0.01% | No change | 1,668 | $278K |
| DiNuzzo Private Wealth, Inc. | 0.03% | Add +1287.5% | 1,665 | $278K |
| Chatham Capital Group, Inc. | 0.05% | No change | 1,660 | $277K |
| Sapient Capital LLC | 0.01% | No change | 1,660 | $277K |
| West Michigan Advisors, LLC | 0.08% | No change | 1,658 | $277K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.3% | 1,658 | $277K |
| Hart & Patterson Financial Group LLC | 0.13% | Reduce -10.5% | 1,657 | $276K |
| Verum Partners LLC | 0.08% | Reduce -4.5% | 1,656 | $276K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 1,656 | $276K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -82.5% | 1,645 | $274K |
| Glass Jacobson Investment Advisors llc | 0.09% | No change | 1,642 | $274K |
| FCG Investment Co | 0.18% | No change | 1,627 | $271K |
| Independence Bank of Kentucky | 0.06% | Reduce -1.6% | 1,624 | $271K |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 0.25% | No change | 1,615 | $269K |
| German American Bancorp, Inc. | 0.03% | Reduce -92.6% | 1,609 | $268K |
| Fulton Bank, N.A. | 0.01% | No change | 1,606 | $268K |
| Investmark Advisory Group LLC | 0.13% | Add +0.3% | 1,603 | $267K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -20.8% | 1,586 | $265K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -1.6% | 1,577 | $263K |
| TCTC Holdings, LLC | 0.01% | No change | 1,574 | $263K |
| 1834 Investment Advisors Co. | 0.03% | Add +17.2% | 1,566 | $261K |
| DHK Financial Advisors, Inc. | 0.16% | New | 1,566 | $261K |
| Elm Partners Management LLC | 0.02% | No change | 1,561 | $260K |
| Alexander Randolph Advisory, Inc. | 0.23% | No change | 1,555 | $259K |
| Ellis Investment Partners, LLC | 0.05% | Add +0.5% | 1,554 | $259K |
| Laurel Wealth Advisors LLC | 0.04% | Add +2.4% | 1,553 | $259K |
| Raffa Wealth Management, LLC | 0.06% | Add +0.5% | 1,549 | $258K |
| Greenleaf Trust | 0.00% | New | 1,547 | $258K |
| Foresight Capital Management Advisors, Inc. | 0.15% | No change | 1,528 | $255K |
| Soltis Investment Advisors LLC | 0.02% | New | 1,519 | $253K |
| HUB Investment Partners, LLC | 0.01% | Reduce -3.6% | 1,517 | $253K |
| Union Savings Bank | 0.12% | No change | 1,501 | $250K |
| Eschler Asset Management LLP | 0.37% | New | 1,500 | $250K |
| PFG Advisors | 0.02% | Add +7.5% | 1,499 | $250K |
| Oakworth Capital, Inc. | 0.02% | Add +353.3% | 1,496 | $250K |
| Royal Fund Management, LLC | 0.02% | New | 1,491 | $249K |
| Valmark Advisers, Inc. | 0.00% | Add +0.8% | 1,486 | $248K |
| Compass Ion Advisors, LLC | 0.03% | No change | 1,478 | $247K |
| CCG Wealth Management, LLC | 0.14% | Reduce -4.6% | 1,478 | $247K |
| Cornell Pochily Investment Advisors, Inc. | 0.09% | No change | 1,474 | $246K |
| Shepherd Financial Partners LLC | 0.03% | No change | 1,465 | $244K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -0.3% | 1,461 | $243K |
| Northstar Group, Inc. | 0.04% | No change | 1,455 | $243K |
| Merit Financial Group, LLC | 0.01% | Reduce -24.3% | 1,446 | $241K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -0.1% | 1,442 | $241K |
| Scotia Capital Inc. | 0.00% | Add +7.5% | 1,441 | $240K |
| FourThought Financial Partners, LLC | 0.03% | Reduce -2.2% | 1,439 | $240K |
| Wedbush Securities Inc. | 0.01% | New | 1,438 | $240K |
| Live Oak Private Wealth LLC | 0.04% | No change | 1,438 | $240K |
| Lindbrook Capital, LLC | 0.02% | No change | 1,430 | $239K |
| Sugarloaf Wealth Management, LLC | 0.04% | Add +0.3% | 1,416 | $236K |
| Annandale Capital, LLC | 0.05% | No change | 1,408 | $235K |
| Romano Brothers and Company | 0.03% | No change | 1,403 | $234K |
| Diversify Wealth Management, LLC | 0.02% | New | 1,415 | $234K |
| Willis Investment Counsel | 0.02% | New | 1,400 | $234K |
| Smith Salley Wealth Management | 0.02% | New | 1,399 | $233K |
| Eight 31 Financial, LLC | 0.18% | New | 1,398 | $233K |
| Trust Point Inc. | 0.02% | No change | 1,392 | $232K |
| Capstone Investment Advisors, LLC | 0.01% | New | 1,385 | $231K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 1,384 | $231K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,374 | $229K |
| Mission Wealth Management, LP | 0.01% | Add +1.2% | 1,371 | $229K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -74.1% | 1,368 | $228K |
| Westshore Wealth, LLC | 0.09% | No change | 1,365 | $228K |
| Ieq Capital, LLC | 0.00% | No change | 1,364 | $228K |
| HM Payson & Co. | 0.00% | Add +4.2% | 1,354 | $226K |
| EPG Wealth Management LLC | 0.06% | Add +0.0% | 1,351 | $225K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.6% | 1,350 | $225K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 1,343 | $224K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -8.7% | 1,352 | $224K |
| Hollencrest Capital Management | 0.01% | No change | 1,335 | $223K |
| REDW Wealth LLC | 0.06% | Add +0.1% | 1,330 | $222K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.4% | 1,329 | $222K |
| Athena Investment Management | 0.13% | No change | 1,325 | $221K |
| Saxon Interests, Inc. | 0.10% | Reduce -3.7% | 1,320 | $220K |
| Rhumbline Advisers | 0.00% | Add +45.4% | 1,316 | $220K |
| Moran Wealth Management, LLC | 0.01% | New | 1,310 | $219K |
| Nicolet Advisory Services, LLC | 0.02% | New | 1,328 | $216K |
| William Howard & Co Financial Advisors Inc | 0.18% | New | 1,289 | $215K |
| Quantinno Capital Management LP | 0.00% | Reduce -18.2% | 1,287 | $215K |
| Roof Eidam Maycock Peralta, LLC | 0.05% | New | 1,283 | $214K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 1,280 | $214K |
| Accel Wealth Management | 0.08% | New | 1,277 | $213K |
| Wedmont Private Capital | 0.01% | New | 1,299 | $213K |
| GYL Financial Synergies, LLC | 0.02% | New | 1,274 | $213K |
| Clarius Group, LLC | 0.01% | New | 1,269 | $212K |
| Partners in Financial Planning | 0.04% | New | 1,268 | $212K |
| S.A. Mason LLC | 0.11% | No change | 1,263 | $211K |
| Ledyard National Bank | 0.02% | New | 1,253 | $209K |
| Flagstar Securities, Inc. | 0.05% | New | 1,249 | $208K |
| Scientech Research LLC | 0.04% | New | 1,247 | $208K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -67.6% | 1,244 | $207K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -67.6% | 1,244 | $207K |
| Cannon Financial Strategists, Inc. | 0.04% | New | 1,242 | $207K |
| Portland Global Advisors LLC | 0.03% | New | 1,240 | $207K |
| Wells Trecaso Financial Group, LLC | 0.07% | New | 1,237 | $206K |
| Professional Advisory Services Inc. | 0.02% | New | 1,232 | $206K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,234 | $206K |
| KMG Fiduciary Partners, LLC | 0.02% | New | 1,234 | $206K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,232 | $206K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -26.3% | 1,229 | $205K |
| AlTi Global, Inc. | 0.00% | New | 1,221 | $204K |
| Dakota Wealth Management | 0.00% | New | 1,218 | $203K |
| Griffin Asset Management, Inc. | 0.02% | New | 1,216 | $203K |
| Ironwood Investment Counsel, LLC | 0.03% | New | 1,213 | $202K |
| GM Advisory Group, LLC | 0.01% | New | 1,208 | $202K |
| Sunpointe, LLC | 0.16% | New | 1,200 | $200K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 1,200 | $200K |
| Eastern Bank | 0.00% | New | 1,181 | $197K |
| Heck Capital Advisors, LLC | 0.02% | New | 1,177 | $196K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -35.9% | 1,179 | $196K |
| New Republic Capital, LLC | 0.11% | Reduce -48.6% | 1,159 | $193K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 1,123 | $187K |
| Stephens Consulting, LLC | 0.05% | No change | 1,111 | $185K |
| Lazard Asset Management LLC | 0.00% | No change | 1,100 | $183K |
| CENTRAL TRUST Co | 0.00% | Reduce -94.3% | 1,064 | $177K |
| Cherry Tree Wealth Management, LLC | 0.04% | Reduce -7.6% | 1,043 | $174K |
| Rothschild Investment LLC | 0.01% | Add +18.0% | 1,037 | $173K |
| Red Tortoise LLC | 0.09% | Add +0.5% | 1,030 | $172K |
| Bessemer Group Inc. | 0.00% | Reduce -5.9% | 1,018 | $170K |
| Cornerstone Planning Group LLC | 0.04% | Add +0.4% | 1,013 | $169K |
| Private Capital Management LLC | 0.03% | New | 1,005 | $168K |
| Manchester Capital Management LLC | 0.02% | No change | 994 | $166K |
| City State Bank | 0.06% | Reduce -2.8% | 939 | $157K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 925 | $154K |
| Planned Solutions, Inc. | 0.06% | New | 913 | $152K |
| Centaurus Financial, Inc. | 0.01% | Reduce -6.7% | 911 | $152K |
| International Assets Investment Management, LLC | 0.01% | Reduce -29.5% | 905 | $151K |
| Oarsman Capital, Inc. | 0.03% | New | 889 | $148K |
| Grand Wealth Management, LLC | 0.08% | No change | 868 | $145K |
| Versant Capital Management, Inc | 0.03% | No change | 856 | $143K |
| Westside Investment Management, Inc. | 0.03% | Add +4.2% | 839 | $140K |
| Addison Advisors LLC | 0.04% | No change | 826 | $138K |
| SouthState Bank Corp | 0.01% | Add +13.1% | 793 | $132K |
| LRI Investments, LLC | 0.01% | No change | 758 | $132K |
| WealthShield Partners, LLC | 0.02% | No change | 785 | $131K |
| Princeton Global Asset Management LLC | 0.03% | Add +3760.0% | 772 | $129K |
| FSC Wealth Advisors, LLC | 0.09% | Add +26.3% | 754 | $126K |
| Signaturefd, LLC | 0.00% | Reduce -30.3% | 754 | $126K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -5.1% | 750 | $125K |
| Painted Porch Advisors LLC | 0.06% | No change | 725 | $121K |
| Atticus Wealth Management, LLC | 0.04% | Add +0.6% | 717 | $120K |
| Sage Mountain Advisors LLC | 0.01% | No change | 709 | $118K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -11.6% | 702 | $117K |
| JDM Financial Group LLC | 0.06% | Reduce -34.7% | 685 | $114K |
| GAMMA Investing LLC | 0.01% | No change | 662 | $110K |
| Grove Bank & Trust | 0.02% | No change | 659 | $110K |
| First United Bank & Trust | 0.04% | Reduce -8.4% | 651 | $109K |
| West Paces Advisors Inc. | 0.03% | No change | 650 | $108K |
| Gilliland Jeter Wealth Management LLC | 0.04% | No change | 649 | $108K |
| Tortoise Investment Management, LLC | 0.01% | No change | 637 | $106K |
| Angeles Wealth Management, LLC | 0.01% | Add +1402.4% | 616 | $103K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -8.2% | 615 | $103K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 610 | $102K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 605 | $101K |
| Robinswood Financial LLC | 0.04% | Add +0.3% | 604 | $101K |
| Nvwm, LLC | 0.03% | No change | 600 | $100K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -15.1% | 580 | $97K |
| Creative Financial Designs Inc. | 0.01% | Add +153.9% | 579 | $97K |
| Headlands Technologies LLC | 0.01% | Reduce -76.3% | 575 | $96K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +5.5% | 572 | $95K |
| Atwood & Palmer Inc. | 0.01% | No change | 539 | $90K |
| Montag A & Associates Inc. | 0.00% | Reduce -85.3% | 535 | $89K |
| CoreFirst Bank & Trust | 0.05% | New | 525 | $88K |
| Balentine LLC | 0.00% | No change | 509 | $85K |
| Caitlin John, LLC | 0.05% | No change | 482 | $85K |
| Northwest Financial Advisors | 0.07% | New | 501 | $83K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 489 | $82K |
| Hemington Wealth Management | 0.02% | New | 494 | $81K |
| Bangor Savings Bank | 0.01% | New | 475 | $79K |
| Windsor Advisory Group, LLC | 0.09% | No change | 474 | $79K |
| CNB Bank | 0.04% | No change | 471 | $79K |
| Coston, McIsaac & Partners | 0.02% | No change | 459 | $76K |
| Aspire Private Capital, LLC | 0.02% | No change | 440 | $73K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +0.2% | 415 | $70K |
| MilWealth Group LLC | 0.02% | No change | 417 | $70K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 413 | $69K |
| Evensky & Katz LLC | 0.00% | Reduce -35.5% | 409 | $68K |
| Bear Mountain Capital, Inc. | 0.03% | Reduce -0.5% | 383 | $64K |
| Rice Partnership, LLC | 0.01% | No change | 375 | $63K |
| Roble, Belko & Company, Inc | 0.01% | No change | 340 | $57K |
| Ballast Advisors LLC | 0.02% | No change | 338 | $56K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 331 | $55K |
| Smartleaf Asset Management LLC | 0.01% | Add +157.0% | 329 | $55K |
| Marquette Asset Management, LLC | 0.01% | No change | 324 | $54K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 312 | $52K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 310 | $52K |
| Future Financial Wealth Managment LLC | 0.04% | New | 300 | $50K |
| DT Investment Partners, LLC | 0.00% | Reduce -4.2% | 300 | $50K |
| Alpine Bank Wealth Management | 0.01% | — | 293 | $49K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | Reduce -49.8% | 276 | $46K |
| United Community Bank | 0.02% | No change | 273 | $46K |
| Biltmore Family Office, LLC | 0.01% | Add +12.9% | 263 | $44K |
| Clearstead Trust, LLC | 0.01% | No change | 241 | $40K |
| Semmax Financial Advisors Inc. | 0.01% | Add +0.9% | 224 | $40K |
| Archer Investment Corp | 0.01% | No change | 231 | $39K |
| TruNorth Capital Management, LLC | 0.01% | No change | 216 | $36K |
| Pacifica Partners Inc. | 0.01% | Add +177.9% | 214 | $36K |
| Salomon & Ludwin, LLC | 0.00% | No change | 214 | $36K |
| Pflug Koory, LLC | 0.00% | — | 205 | $34K |
| Sound Income Strategies, LLC | 0.00% | Reduce -8.2% | 202 | $34K |
| Tsfg, LLC | 0.01% | No change | 190 | $32K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 191 | $32K |
| Optimum Investment Advisors | 0.01% | Add +375.0% | 190 | $32K |
| Birchbrook, Inc. | 0.02% | No change | 189 | $32K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | No change | 185 | $31K |
| Richardson Financial Services Inc. | 0.02% | Add +100.0% | 190 | $30K |
| Tompkins Financial Corp. | 0.00% | New | 175 | $29K |
| Loomis Sayles & Co. L P | 0.00% | New | 172 | $29K |
| MCF Advisors LLC | 0.00% | No change | 163 | $27K |
| GW&K Investment Management, LLC | 0.00% | New | 164 | $27K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -33.2% | 161 | $27K |
| Barrett & Company, Inc. | 0.01% | Add +67.4% | 159 | $27K |
| Perkins Coie Trust Co | 0.01% | No change | 155 | $26K |
| Planning Capital Management Corp | 0.02% | No change | 154 | $26K |
| Sittner & Nelson, LLC | 0.01% | No change | 151 | $25K |
| Monetary Management Group Inc. | 0.01% | No change | 150 | $25K |
| Mitchell Sinkler & Starr | 0.01% | No change | 150 | $25K |
| Investors Research Corp | 0.01% | No change | 150 | $25K |
| Sunbelt Securities, Inc. | 0.00% | Add +25.0% | 150 | $25K |
| Hanson & Doremus Investment Management | 0.00% | No change | 151 | $25K |
| TrinityBridge Ltd | 0.00% | New | 150 | $25K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 148 | $25K |
| Salem Investment Counselors Inc. | 0.00% | No change | 147 | $25K |
| Albion Financial Group | 0.00% | No change | 146 | $24K |
| Abound Wealth Management | 0.01% | No change | 145 | $24K |
| Horizon Bancorp Inc. | 0.01% | No change | 145 | $24K |
| Beacon Capital Management, LLC | 0.00% | No change | 143 | $24K |
| Centerpoint Advisors, LLC | 0.01% | No change | 135 | $23K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 137 | $23K |
| Main Street Group, LTD | 0.01% | Reduce -0.8% | 131 | $22K |
| Armor Investment Advisors, LLC | 0.01% | No change | 130 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -87.6% | 126 | $21K |
| Clear Point Advisors Inc. | 0.02% | Add +0.9% | 117 | $20K |
| Kings Path Partners LLC | 0.01% | No change | 112 | $19K |
| Element Wealth, LLC | 0.01% | No change | 107 | $18K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $17K |
| Darwin Wealth Management, LLC | 0.00% | New | 100 | $17K |
| Horizons Wealth Management | 0.01% | No change | 100 | $17K |
| Ransom Advisory, Ltd | 0.01% | No change | 100 | $17K |
| WFA of San Diego, LLC | 0.01% | Reduce -46.9% | 85 | $14K |
| Wolff Wiese Magana LLC | 0.01% | Add +15.1% | 84 | $14K |
| Morling Financial Advisors, LLC | 0.01% | No change | 78 | $13K |
| Milestone Investment Advisors LLC | 0.00% | No change | 76 | $13K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 75 | $13K |
| Talon Private Wealth, LLC | 0.00% | — | 75 | $13K |
| Venturi Wealth Management, LLC | 0.00% | New | 75 | $13K |
| GoalVest Advisory LLC | 0.00% | No change | 72 | $12K |
| Fairman Group, LLC | 0.01% | No change | 70 | $12K |
| Register Financial Advisors LLC | 0.01% | No change | 70 | $12K |
| Transcendent Capital Group LLC | 0.01% | New | 70 | $12K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 70 | $12K |
| Nemes Rush Group LLC | 0.00% | No change | 71 | $11K |
| Peachtree Investment Partners, LLC | 0.00% | New | 67 | $11K |
| Founders Capital Management | 0.01% | No change | 66 | $11K |
| Founders Financial Alliance, LLC | 0.00% | No change | 63 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 63 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 61 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 65 | $10K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 58 | $10K |
| ORG Partners LLC | 0.00% | Add +171.4% | 57 | $10K |
| Activest Wealth Management | 0.00% | No change | 57 | $10K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 49 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 48 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 50 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 47 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | — | 40 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 38 | $6K |
| Ridgewood Investments LLC | 0.00% | No change | 37 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.1% | 37 | $6K |
| Northwest Investment Counselors, LLC | 0.00% | New | 36 | $6K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -91.6% | 34 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 35 | $6K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 33 | $6K |
| PrairieView Partners, LLC | 0.00% | Add +3.3% | 31 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 29 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 28 | $5K |
| Belmont Capital, LLC | 0.00% | No change | 25 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 24 | $4K |
| Continuum Advisory, LLC | 0.00% | Reduce -8.7% | 21 | $4K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 17 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $3K |
| SIMA Wealth Partners, LLC | 0.00% | No change | 13 | $2K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 13 | $2K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 11 | $2K |
| Provident Wealth Management, LLC | 0.00% | Add +120.0% | 11 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | New | 9 | $2K |
| Operose Advisors LLC | 0.00% | No change | 7 | $1K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 7 | $1K |
| Westend Capital Management, LLC | 0.00% | Reduce -95.3% | 6 | $1K |
| Earned Wealth Advisors, LLC | 0.00% | New | 6 | $1K |
| Concord Wealth Partners | 0.00% | No change | 5 | $870 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $676 |
| Winch Advisory Services, LLC | 0.00% | New | 4 | $671 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $668 |
| Sachetta, LLC | 0.00% | New | 3 | $504 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $334 |
"% 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.