iShares Russell 2000 Value EIWNETF
13F holders, Q4 2024 (December 31)1,059holders +82
89new positions
53sold out
4famous investors
$164.20avg. 13F price*
At the end of Q4 2024, 1,059 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, up 82 from Q3 2024. 89 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($900.2M) and Tiaa Trust, National Association ($448.6M). 4 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 2000 Value E
- CUSIP
- 464287630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $119.3M |
| Exits | 53 | $275.4M |
All 13F filers, Q3 2024 → Q4 2024: 4,160,065 shares bought and 4,242,645 shares sold, net −82,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,059 holders
| Bank of America Corp. | 0.10% | Add +6.3% | 6,717,220 | $1.1B |
| Morgan Stanley | 0.06% | Add +5.6% | 5,483,192 | $900.2M |
| Tiaa Trust, National Association | 1.36% | Add +0.2% | 2,737,898 | $448.6M |
| Jones Financial Companies LLLP | 0.43% | Add +5.6% | 2,729,738 | $448.1M |
| Envestnet Asset Management Inc. | 0.11% | Add +4.5% | 2,064,259 | $338.9M |
| Alaska Permanent Fund Corp | 3.00% | Reduce -12.9% | 1,232,534 | $202.3M |
| PNC Financial Services Group, Inc. | 0.13% | Add +1.7% | 1,219,525 | $200.2M |
| Goldman Sachs Group Inc. | 0.04% | Add +3.5% | 1,121,580 | $184.1M |
| D.A. Davidson & Co. | 1.44% | Add +2.9% | 1,080,253 | $177.3M |
| M&T Bank Corp | 0.58% | Reduce -9.4% | 1,045,357 | $171.6M |
| Wells Fargo & Company | 0.04% | Add +17.8% | 1,019,206 | $167.3M |
| LPL Financial LLC | 0.07% | Reduce -1.8% | 994,993 | $163.3M |
| UBS Group AG | 0.04% | Reduce -3.9% | 963,573 | $158.2M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -1.3% | 920,007 | $151.0M |
| Betterment LLC | 0.32% | Reduce -4.7% | 829,076 | $136.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.0% | 679,484 | $111.6M |
| Northern Trust Corp. | 0.01% | Add +0.9% | 619,500 | $101.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.1% | 612,313 | $100.5M |
| Cassaday & Co Wealth Management LLC | 2.70% | Add +1.7% | 603,320 | $99.0M |
| Raymond James Financial Inc. | 0.04% | — | 594,013 | $97.5M |
| Victory Capital Management Inc. | 0.09% | Add +69.0% | 537,775 | $88.3M |
| Royal Bank of Canada | 0.02% | Add +13.8% | 535,177 | $87.9M |
| Bailard, Inc. | 2.11% | Reduce -0.8% | 502,799 | $82.5M |
| US Bancorp \de | 0.08% | Reduce -46.4% | 388,055 | $63.7M |
| Commerce Bank | 0.36% | Reduce -2.0% | 357,808 | $58.7M |
| Pacific Life Fund Advisors LLC | 6.07% | Add +34.2% | 356,563 | $58.5M |
| Badgley Phelps Wealth Managers, LLC | 1.36% | Reduce 0.0% | 353,722 | $58.1M |
| Jasper Ridge Partners, L.P. | 1.80% | No change | 346,539 | $56.9M |
| Whittier Trust Co. | 0.69% | Add +2.8% | 317,299 | $52.1M |
| Pathstone Holdings, LLC | 0.22% | Add +0.8% | 306,025 | $50.2M |
| AMG National Trust Bank | 1.31% | Reduce -4.4% | 289,605 | $47.4M |
| BNP Paribas Financial Markets | 0.03% | Add +0.5% | 266,297 | $43.7M |
| Facet Wealth, Inc. | 1.15% | Reduce -42.3% | 258,958 | $43.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +0.8% | 262,751 | $43.1M |
| Focus Partners Wealth | 0.11% | Add +136.2% | 260,462 | $42.8M |
| MAI Capital Management | 0.32% | Add +9.4% | 258,696 | $42.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.0% | 258,200 | $42.4M |
| Sei Investments Co. | 0.05% | Reduce -6.7% | 247,881 | $40.7M |
| Choreo, LLC | 0.56% | Add +3.0% | 235,553 | $38.7M |
| Waldron Private Wealth LLC | 1.54% | Reduce -1.5% | 232,917 | $38.2M |
| Ameriprise Financial Inc. | 0.01% | Add +37.0% | 232,740 | $38.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -1.7% | 232,293 | $38.1M |
| Comprehensive Financial Management LLC | 1.04% | No change | 230,481 | $37.8M |
| Brown Advisory Inc. | 0.05% | Add +18.4% | 227,439 | $37.3M |
| Cetera Investment Advisers | 0.08% | Add +2.1% | 226,156 | $37.1M |
| Stephens Group Asset Management, LLC | 3.03% | Reduce -0.1% | 221,933 | $36.4M |
| Wilmington Savings Fund Society, FSB | 0.61% | Add +0.0% | 204,782 | $33.6M |
| Principal Financial Group Inc. | 0.02% | Add +248.8% | 201,791 | $33.1M |
| Truist Financial Corp. | 0.05% | Add +0.5% | 189,040 | $31.0M |
| FMR LLC | 0.00% | Reduce -6.3% | 184,917 | $30.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Add +109.3% | 184,176 | $30.3M |
| Bank of Montreal | 0.01% | Reduce -0.4% | 174,792 | $28.7M |
| Whittier Trust Co. of Nevada Inc. | 0.70% | Add +3.4% | 172,646 | $28.3M |
| BlackRock, Inc. | 0.00% | Reduce -9.4% | 169,622 | $27.8M |
| Mariner, LLC | 0.05% | Reduce -2.1% | 165,595 | $27.2M |
| WoodTrust Financial Corp | 3.70% | Add +3.1% | 160,090 | $26.3M |
| Wellington Management Group LLP | 0.00% | Add +29.0% | 157,330 | $25.8M |
| Citigroup Inc. | 0.02% | Add +26.9% | 154,850 | $25.4M |
| Modera Wealth Management, LLC | 0.30% | Reduce -2.5% | 150,218 | $24.7M |
| Courier Capital LLC | 1.66% | Add +0.3% | 146,287 | $24.0M |
| Johnson Investment Counsel Inc. | 0.23% | Add +0.8% | 144,181 | $23.7M |
| Atom Investors LP | 2.81% | Add +15.7% | 137,965 | $22.6M |
| Citadel Advisors | 0.02% | Add +492.9% | 136,764 | $22.5M |
| HighTower Advisors, LLC | 0.03% | Add +8.9% | 135,546 | $22.3M |
| Corient Private Wealth LP | 0.04% | Reduce -8.3% | 135,211 | $22.2M |
| Tower Research Capital LLC (TRC) | 0.43% | Add +353189.2% | 130,717 | $21.5M |
| Arax Advisory Partners | 1.34% | Reduce -1.0% | 130,003 | $21.3M |
| Comerica Bank | 0.08% | Add +2.5% | 127,183 | $20.9M |
| Gendell Jeffrey L | 0.63% | No change | 121,876 | $20.0M |
| Calamos Advisors LLC | 0.12% | New | 113,214 | $18.6M |
| Susquehanna International Group, LLP | 0.03% | Add +44.2% | 112,612 | $18.5M |
| Rockefeller Capital Management L.P. | 0.05% | Add +3.5% | 110,646 | $18.2M |
| Vestcor Inc | 0.60% | No change | 110,500 | $18.1M |
| Janus Henderson Group PLC | 0.01% | Reduce -2.4% | 108,259 | $17.8M |
| Cerity Partners LLC | 0.04% | Add +1.0% | 107,555 | $17.7M |
| Fiduciary Trust Co | 0.23% | Reduce -0.8% | 106,734 | $17.5M |
| Savant Capital, LLC | 0.14% | Reduce -2.8% | 105,052 | $17.2M |
| Zhang Financial LLC | 0.97% | Reduce -1.7% | 103,224 | $16.9M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Add +160.6% | 102,425 | $16.8M |
| Stephens Inc. | 0.23% | Add +6.8% | 99,952 | $16.4M |
| AQR Capital Management | 0.02% | New | 98,982 | $16.2M |
| Fifth Third Bancorp | 0.06% | Reduce -2.2% | 96,218 | $15.8M |
| Silvercrest Asset Management Group LLC | 0.11% | Add +38.8% | 95,949 | $15.8M |
| Lhm, Inc. | 5.00% | New | 95,768 | $15.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -1.6% | 95,699 | $15.7M |
| Prudential Financial Inc. | 0.02% | Reduce -15.5% | 94,427 | $15.5M |
| Moneta Group Investment Advisors LLC | 0.22% | Reduce -3.9% | 94,171 | $15.5M |
| Powell Investment Advisors, LLC | 7.11% | Add +1.9% | 93,477 | $15.3M |
| SVB Wealth LLC | 0.29% | New | 93,315 | $15.3M |
| Thompson Siegel & Walmsley LLC | 0.24% | Add +15.7% | 93,176 | $15.3M |
| Waverly Advisors, LLC | 0.23% | Add +9.7% | 91,627 | $15.0M |
| Covenant Partners, LLC | 4.61% | Reduce -5.5% | 91,042 | $14.9M |
| Synovus Financial Corp. | 0.19% | Add +0.6% | 90,874 | $14.9M |
| Captrust Financial Advisors | 0.04% | Add +19.7% | 90,108 | $14.8M |
| Aspiriant, LLC | 0.51% | Add +1.9% | 85,846 | $14.1M |
| Alliancebernstein L.P. | 0.00% | Add +2.3% | 83,722 | $13.7M |
| Pure Financial Advisors, LLC | 0.30% | Add +20.2% | 81,440 | $13.4M |
| Osaic Holdings, Inc. | 0.03% | Add +11.1% | 78,316 | $12.9M |
| Neuberger Berman Group LLC | 0.01% | Add +889.8% | 77,627 | $12.7M |
| Barclays PLC | 0.01% | Add +259.5% | 77,375 | $12.7M |
| CHURCHILL MANAGEMENT Corp | 0.14% | Reduce -4.6% | 75,474 | $12.4M |
| Creative Planning | 0.01% | Reduce -3.1% | 74,778 | $12.3M |
| Hillcrest Wealth Advisors - NY, LLC | 5.67% | Add +0.4% | 72,705 | $11.9M |
| NorthCoast Asset Management LLC | 0.05% | Add +3.3% | 67,918 | $11.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.9% | 67,679 | $11.1M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -0.2% | 67,269 | $11.0M |
| Wealthspire Advisors, LLC | 0.11% | Add +5.7% | 65,610 | $10.8M |
| Sonata Capital Group Inc. | 4.44% | Reduce -0.5% | 65,351 | $10.7M |
| Harbor Investment Advisory, LLC | 0.97% | Reduce -0.9% | 62,993 | $10.3M |
| Franklin Resources Inc. | 0.00% | Reduce -1.1% | 62,909 | $10.3M |
| LBJ Family Wealth Advisors, Ltd. | 6.10% | Reduce -0.9% | 62,278 | $10.2M |
| Keybank National Association | 0.04% | Add +0.8% | 61,479 | $10.1M |
| Stifel Financial Corp. | 0.01% | Add +18.5% | 61,466 | $10.1M |
| Glenmede Trust Co. NA | 0.05% | Reduce -3.4% | 60,934 | $10.0M |
| Assetmark, Inc. | 0.03% | Add +13.6% | 60,373 | $9.9M |
| Allworth Financial LP | 0.05% | Add +8.7% | 58,695 | $9.8M |
| RTD Financial Advisors, Inc. | 1.26% | Reduce -0.6% | 59,745 | $9.8M |
| Castleark Management LLC | 0.34% | Reduce -36.3% | 58,880 | $9.7M |
| Carolinas Wealth Consulting LLC | 1.87% | Reduce -0.3% | 58,009 | $9.5M |
| FSA Wealth Management LLC | 3.84% | Add +0.2% | 57,678 | $9.5M |
| Two Sigma Investments, LP | 0.02% | Add +637.2% | 57,500 | $9.4M |
| Boston Partners | 0.01% | Add +240.7% | 55,340 | $9.1M |
| First Horizon Advisors, Inc. | 0.25% | Reduce -2.6% | 55,295 | $9.1M |
| Blair William & Co. | 0.03% | Reduce -13.9% | 53,831 | $8.8M |
| Royce & Associates LP | 0.08% | Reduce -34.0% | 53,691 | $8.8M |
| Ssi Investment Management LLC | 3.14% | Add +116.0% | 53,526 | $8.8M |
| Vaughan Nelson Investment Management, L.P. | 0.08% | Reduce -92.0% | 53,505 | $8.8M |
| TD Waterhouse Canada Inc. | 0.07% | Add +1.3% | 53,293 | $8.7M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +57.5% | 52,746 | $8.7M |
| Kera Capital Partners, Inc. | 2.49% | — | 52,662 | $8.6M |
| HSBC Holdings PLC | 0.01% | Add +8.1% | 51,940 | $8.5M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -0.7% | 51,747 | $8.5M |
| Shapiro Capital Management LLC | 0.29% | Reduce -60.1% | 51,320 | $8.4M |
| Ieq Capital, LLC | 0.08% | Add +3653.9% | 51,203 | $8.4M |
| State Street Corp. | 0.00% | Reduce -2.7% | 50,900 | $8.4M |
| Marion Wealth Management | 2.11% | Add +1.3% | 48,431 | $8.0M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -0.7% | 48,201 | $7.9M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -2.4% | 46,610 | $7.7M |
| Ariel Investments | 0.08% | Add +203.8% | 46,404 | $7.6M |
| Cresset Asset Management, LLC | 0.04% | Reduce -15.6% | 45,751 | $7.5M |
| One Capital Management, LLC | 0.24% | Reduce -20.3% | 44,728 | $7.3M |
| Summit Financial, LLC | 0.25% | Add +266.9% | 43,642 | $7.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.8% | 42,929 | $7.0M |
| Viewpoint Capital Management LLC | 3.69% | Add +8.0% | 42,784 | $7.0M |
| HB Wealth Management, LLC | 0.07% | Reduce -0.8% | 41,680 | $6.8M |
| Performa Ltd (US), LLC | 2.38% | Reduce -12.2% | 41,234 | $6.8M |
| Venture Visionary Partners LLC | 0.29% | Reduce -1.3% | 41,051 | $6.7M |
| CM Wealth Advisors LLC | 2.20% | Reduce -7.2% | 41,040 | $6.7M |
| Corundum Group, Inc. | 2.51% | Reduce -3.9% | 41,021 | $6.7M |
| Heron Bay Capital Management | 1.35% | Reduce -0.1% | 39,395 | $6.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +9.4% | 37,808 | $6.4M |
| TD Asset Management Inc | 0.01% | Reduce -14.3% | 38,447 | $6.3M |
| Aristotle Capital Boston, LLC | 0.23% | Reduce -15.0% | 37,723 | $6.2M |
| Heck Capital Advisors, LLC | 0.71% | Add +3094.0% | 37,593 | $6.2M |
| Earnest Partners LLC | 0.03% | Add +137.7% | 36,650 | $6.0M |
| LWM Advisors Inc. | 5.96% | — | 36,179 | $5.9M |
| Avantax Advisory Services, Inc. | 0.04% | Add +29.5% | 36,062 | $5.9M |
| CW Advisors, LLC | 0.08% | Reduce -2.9% | 35,825 | $5.9M |
| Hancock Whitney Corp. | 0.18% | Add +5.1% | 35,467 | $5.8M |
| Idaho Trust Co | 2.93% | Add +21.3% | 35,459 | $5.8M |
| Avantax Planning Partners, Inc. | 0.21% | Reduce -7.6% | 35,083 | $5.8M |
| Independent Family Office, LLC | 2.98% | No change | 34,985 | $5.7M |
| Brookstone Capital Management | 0.08% | Reduce -18.6% | 34,564 | $5.7M |
| MML Investors Services, LLC | 0.02% | Add +15.8% | 33,993 | $5.6M |
| Oldfather Financial Services, LLC | 2.12% | Add +0.1% | 33,872 | $5.6M |
| Cwm, LLC | 0.02% | Add +13.9% | 33,842 | $5.6M |
| Wesbanco Bank Inc. | 0.19% | Reduce -1.7% | 33,462 | $5.5M |
| Segall Bryant & Hamill, LLC | 0.07% | Add +5.2% | 33,123 | $5.4M |
| XML Financial, LLC | 0.49% | Add +1.4% | 32,243 | $5.3M |
| Northeast Financial Consultants Inc | 0.22% | Add +0.0% | 31,957 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -77.8% | 31,556 | $5.2M |
| Sanders Morris Harris LLC | 0.78% | New | 31,555 | $5.2M |
| Brooklyn FI, LLC | 1.71% | Reduce -3.3% | 31,341 | $5.1M |
| Mma Asset Management LLC | 2.20% | Reduce -70.9% | 30,676 | $5.0M |
| McLean Asset Management Corp | 1.46% | Add +0.9% | 29,539 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +1237.2% | 28,829 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.0% | 28,725 | $4.7M |
| Mullaney, Keating & Wright, Inc. | 3.17% | Reduce -1.9% | 28,603 | $4.7M |
| Titleist Asset Management, LLC | 0.53% | Add +5.2% | 28,256 | $4.6M |
| InvesTrust | 1.28% | — | 28,015 | $4.6M |
| Oxford Financial Group, LTD. LLC | 0.29% | Reduce -17.8% | 27,621 | $4.5M |
| First Hawaiian Bank | 0.15% | Add +125.3% | 27,503 | $4.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.46% | Add +0.1% | 27,303 | $4.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.55% | Add +0.5% | 27,104 | $4.4M |
| Jefferies Financial Group Inc. | 0.05% | Add +78.8% | 27,014 | $4.4M |
| Whitegate Investment Counselors, Inc. | 1.51% | Add +0.0% | 26,785 | $4.4M |
| New South Capital Management Inc. | 0.18% | Reduce -44.2% | 26,390 | $4.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -44.2% | 26,390 | $4.3M |
| Noble Family Wealth, LLC | 1.19% | Reduce -0.1% | 26,435 | $4.3M |
| Bokf, NA | 0.07% | Reduce -1.9% | 26,921 | $4.3M |
| United Asset Strategies, Inc. | 0.40% | Add +2.1% | 26,219 | $4.3M |
| Tocqueville Asset Management L.P. | 0.07% | Reduce -1.3% | 26,182 | $4.3M |
| Leeward Investments, LLC - MA | 0.21% | Reduce -44.8% | 26,021 | $4.3M |
| Integrated Investment Consultants, LLC | 0.88% | Add +34.4% | 25,969 | $4.3M |
| Harbour Investments, Inc. | 0.12% | Add +1.8% | 25,734 | $4.2M |
| Sierra Capital LLC | 0.49% | Reduce -5.2% | 25,067 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -65.8% | 24,753 | $4.1M |
| Bare Financial Services, Inc | 1.60% | Reduce -2.0% | 24,212 | $4.0M |
| Interactive Financial Advisors, Inc. | 2.07% | Add +0.7% | 24,049 | $3.9M |
| Parkside Financial Bank & Trust | 0.52% | Reduce -4.9% | 24,020 | $3.9M |
| Mill Creek Capital Advisors, LLC | 0.09% | No change | 24,007 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.8% | 23,785 | $3.9M |
| NewEdge Advisors, LLC | 0.02% | Add +15.3% | 23,761 | $3.9M |
| Foundation Wealth Management, LLC\PA | 1.88% | — | 23,688 | $3.9M |
| Equitable Holdings, Inc. | 0.04% | Reduce -2.0% | 22,974 | $3.8M |
| Central Pacific Bank - Trust Division | 0.52% | Add +101.8% | 22,960 | $3.8M |
| Rwa Wealth Partners, LLC | 0.05% | Add +1.6% | 22,898 | $3.8M |
| City Holding Co. | 0.53% | Add +3.5% | 22,850 | $3.8M |
| Harbor Capital Advisors, Inc. | 0.16% | Reduce -49.3% | 22,797 | $3.7M |
| Bishop & Co Investment Management, LLC | 1.43% | Reduce -0.2% | 22,782 | $3.7M |
| William Blair Investment Management, LLC | 0.01% | New | 22,315 | $3.7M |
| Vance Wealth, LLC | 1.41% | Reduce -1.3% | 22,172 | $3.6M |
| Foundation Wealth Management, LLC | 2.82% | Reduce -1.7% | 22,164 | $3.6M |
| Financial Counselors Inc. | 0.05% | Add +0.9% | 21,506 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.4% | 21,050 | $3.5M |
| Two Sigma Securities, LLC | 0.62% | Add +499.0% | 20,971 | $3.4M |
| Atlas Brown,Inc. | 1.17% | Reduce -0.2% | 20,793 | $3.4M |
| Northwest Wealth Management, LLC | 0.72% | Reduce -1.2% | 20,783 | $3.4M |
| Fortis Group Advisors, LLC | 0.63% | Add +1.3% | 20,717 | $3.4M |
| Bridges Investment Management Inc. | 0.05% | No change | 20,632 | $3.4M |
| Sowell Financial Services LLC | 0.18% | Add +8.4% | 20,543 | $3.4M |
| Texas Yale Capital Corp. | 0.13% | No change | 19,999 | $3.3M |
| Prosperity Planning, Inc. | 1.48% | Reduce -10.2% | 19,869 | $3.3M |
| Systematic Financial Management LP | 0.08% | Add +132.6% | 19,846 | $3.3M |
| Sterling Capital Management LLC | 0.04% | Add +28.9% | 19,783 | $3.2M |
| Old Mission Capital LLC | 0.07% | Add +567.7% | 18,695 | $3.1M |
| Tobias Financial Advisors, Inc. | 0.61% | Add +0.1% | 18,622 | $3.1M |
| Visionary Wealth Advisors | 0.18% | Reduce -1.1% | 18,608 | $3.1M |
| Stevens Capital Partners | 1.37% | Add +0.2% | 18,477 | $3.0M |
| GHP Investment Advisors, Inc. | 0.14% | Reduce -1.5% | 18,404 | $3.0M |
| Brady Martz Wealth Solutions, LLC | 0.71% | — | 17,951 | $2.9M |
| Wealthfront Advisers LLC | 0.01% | Add +26.8% | 17,826 | $2.9M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -6.1% | 17,700 | $2.9M |
| Geneos Wealth Management Inc. | 0.10% | Add +0.1% | 17,170 | $2.8M |
| Country Club Bank | 0.19% | Reduce -5.0% | 17,187 | $2.8M |
| Checchi Capital Advisers, LLC | 0.21% | New | 17,122 | $2.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +0.8% | 16,908 | $2.8M |
| Finley Financial, LLC | 1.44% | — | 16,605 | $2.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Reduce -2.6% | 16,826 | $2.8M |
| Investment Partners, LTD. | 1.13% | Reduce -0.6% | 16,769 | $2.8M |
| Advisors Preferred, LLC | 0.43% | Reduce -84.2% | 16,385 | $2.7M |
| Weinberger Asset Management, Inc | 1.11% | Reduce -0.8% | 16,250 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.2% | 15,894 | $2.6M |
| Squarepoint Ops LLC | 0.01% | New | 15,883 | $2.6M |
| Atlas Capital Advisors Inc. | 0.33% | Add +0.1% | 15,782 | $2.6M |
| St. Louis Trust Co | 0.37% | No change | 15,710 | $2.6M |
| Falcon Wealth Planning | 0.29% | Add +7.6% | 15,645 | $2.6M |
| Asset Management Group, Inc. | 0.45% | Add +0.5% | 15,305 | $2.5M |
| Wealth Architects, LLC | 0.28% | Reduce -1.2% | 15,055 | $2.5M |
| Flow Traders U.S. LLC | 0.10% | New | 14,974 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +49.8% | 14,861 | $2.4M |
| Clearstead Advisors, LLC | 0.04% | Reduce -34.8% | 14,859 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +12.0% | 14,792 | $2.4M |
| Lido Advisors, LLC | 0.02% | Add +20.5% | 14,559 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +3.8% | 14,498 | $2.4M |
| Pinnacle Financial Partners Inc | 0.05% | Add +2.1% | 14,331 | $2.4M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -1.9% | 14,401 | $2.4M |
| Global Retirement Partners, LLC | 0.07% | Reduce -3.2% | 14,382 | $2.4M |
| Cobblestone Asset Management LLC | 1.54% | New | 14,358 | $2.4M |
| Regions Financial Corp. | 0.02% | Add +0.6% | 14,332 | $2.4M |
| Pacific Ridge Capital Partners, LLC | 0.53% | New | 14,129 | $2.3M |
| Hardy Reed LLC | 0.20% | No change | 13,728 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +4.2% | 13,727 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 13,283 | $2.2M |
| Alamar Capital Management, LLC | 1.19% | Add +6.5% | 13,237 | $2.2M |
| Moran Wealth Management, LLC | 0.07% | Add +896.2% | 13,050 | $2.1M |
| Quadrant Capital Group LLC | 0.15% | No change | 12,993 | $2.1M |
| Klingman & Associates, LLC | 0.13% | No change | 12,942 | $2.1M |
| Nuveen Asset Management, LLC | 0.00% | New | 12,880 | $2.1M |
| Marquette Associates, Inc. | 1.75% | Add +0.5% | 12,874 | $2.1M |
| Washington Trust Bank | 0.20% | Reduce -0.0% | 12,803 | $2.1M |
| Toronto Dominion Bank | 0.00% | Add +14.6% | 12,733 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +9.7% | 12,729 | $2.1M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | Reduce -4.7% | 12,725 | $2.1M |
| Clayton Financial Group LLC | 0.75% | Reduce -6.8% | 12,615 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | New | 12,569 | $2.1M |
| Tradition Wealth Management, LLC | 0.18% | Reduce -0.0% | 12,552 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +2.5% | 12,499 | $2.1M |
| SkyOak Wealth, LLC | 0.44% | Reduce -1.0% | 12,483 | $2.0M |
| ARK & TLK Investments, LLC | 0.70% | Add +0.1% | 12,225 | $2.0M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -1.1% | 12,190 | $2.0M |
| Oppenheimer & Co. Inc. | 0.03% | Add +5.6% | 12,065 | $2.0M |
| BHK Investment Advisors, LLC | 0.74% | Reduce -1.6% | 11,998 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -6.4% | 11,908 | $2.0M |
| MV Capital Management, Inc. | 0.21% | Add +0.9% | 11,901 | $2.0M |
| Farmers & Merchants Investments Inc. | 0.06% | Reduce -1.9% | 11,858 | $1.9M |
| Ground Swell Capital, LLC | 4.23% | New | 11,841 | $1.9M |
| Mb, Levis & Associates, LLC | 0.97% | Add +0.5% | 11,822 | $1.9M |
| Towerpoint Wealth, LLC | 0.94% | Add +0.2% | 11,708 | $1.9M |
| Vawter Financial, Ltd. | 1.15% | Reduce -2.8% | 11,679 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +160.1% | 11,452 | $1.9M |
| Wealth Dimensions Group, Ltd. | 0.46% | Reduce -5.0% | 11,436 | $1.9M |
| Vanguard Group Inc. | 0.00% | Add +1.9% | 11,196 | $1.8M |
| Roundview Capital LLC | 0.13% | Reduce -1.5% | 11,150 | $1.8M |
| FAS Wealth Partners, Inc. | 0.15% | Add +0.5% | 11,036 | $1.8M |
| Towle & Co. | 0.31% | New | 10,972 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +77.7% | 10,922 | $1.8M |
| Windward Private Wealth Management Inc. | 0.69% | Reduce -3.5% | 10,782 | $1.8M |
| HBK Sorce Advisory LLC | 0.05% | Reduce -3.0% | 10,757 | $1.8M |
| Snowden Capital Advisors LLC | 0.06% | Add +6.0% | 10,757 | $1.8M |
| Graves Light Lenhart Wealth, Inc. | 0.22% | No change | 10,750 | $1.8M |
| &partners | 0.02% | Add +95.1% | 7,465 | $1.7M |
| TFB Advisors LLC | 0.49% | Add +0.3% | 10,510 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.09% | Reduce -26.5% | 10,491 | $1.7M |
| American Financial Advisors, LLC | 0.24% | Reduce -0.2% | 10,472 | $1.7M |
| Capstone Investment Advisors, LLC | 0.02% | Add +611.9% | 9,860 | $1.6M |
| Legacy Edge Advisors, LLC | 0.26% | Reduce -3.4% | 9,812 | $1.6M |
| Gallagher Fiduciary Advisors, LLC | 0.31% | Add +84.0% | 9,770 | $1.6M |
| Legacy Bridge, LLC | 0.83% | No change | 9,730 | $1.6M |
| Stordahl Capital Management, Inc. | 0.38% | No change | 9,675 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.14% | Reduce -7.7% | 9,672 | $1.6M |
| Zions Bancorporation, N.A. | 0.10% | Add +3.1% | 9,628 | $1.6M |
| Sandy Spring Bank | 0.06% | Reduce -4.7% | 9,584 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Add +0.0% | 9,531 | $1.6M |
| Blue Trust, Inc. | 0.02% | Add +4.2% | 9,506 | $1.6M |
| Fidelis Capital Partners, LLC | 0.16% | Add +68.2% | 9,445 | $1.6M |
| Cornerstone Wealth Advisors, Inc. | 0.43% | Reduce -0.9% | 9,441 | $1.5M |
| Shakespeare Wealth Management, LLC | 0.42% | Reduce -1.3% | 9,425 | $1.5M |
| World Investment Advisors | 0.04% | Add +0.8% | 9,276 | $1.5M |
| Independent Advisor Alliance | 0.02% | New | 9,270 | $1.5M |
| HRT Financial LP | 0.01% | New | 9,256 | $1.5M |
| Modern Wealth Management, LLC | 0.06% | Reduce -5.4% | 9,133 | $1.5M |
| Lowery Thomas, LLC | 0.97% | Reduce -3.0% | 9,090 | $1.5M |
| Berkshire Asset Management LLC | 0.07% | Reduce -14.1% | 8,866 | $1.5M |
| Relyea Zuckerberg Hanson LLC | 0.20% | Reduce -6.0% | 9,073 | $1.5M |
| McAdam, LLC | 0.08% | Add +4.2% | 9,044 | $1.5M |
| Nwam LLC | 0.09% | Add +10.5% | 9,011 | $1.5M |
| Cozad Asset Management Inc. | 0.14% | Add +8.1% | 8,937 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.6% | 8,843 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -15.0% | 8,817 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Reduce -0.2% | 8,804 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -14.6% | 8,795 | $1.4M |
| BluePointe Capital Management, LLC | 0.81% | Reduce -4.0% | 8,652 | $1.4M |
| UNIVEST FINANCIAL Corp | 0.09% | New | 8,626 | $1.4M |
| UMB Bank, n.a. | 0.02% | Reduce -36.6% | 8,606 | $1.4M |
| Altiora Financial Group, LLC | 0.31% | No change | 8,571 | $1.4M |
| Sterling Financial Group, Inc. | 0.52% | No change | 8,545 | $1.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -7.6% | 8,243 | $1.4M |
| Wealth Advisory Solutions, LLC | 0.38% | Add +9.8% | 8,340 | $1.4M |
| Allegheny Financial Group | 0.35% | Add +128.2% | 8,319 | $1.4M |
| Meridian Wealth Management, LLC | 0.06% | Add +1.2% | 8,285 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -43.2% | 8,266 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +8.3% | 8,192 | $1.3M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.76% | Add +39.5% | 8,183 | $1.3M |
| Argent Trust Co | 0.05% | Reduce -4.5% | 8,168 | $1.3M |
| WealthPlan Investment Management, LLC | 0.13% | Add +18.1% | 8,115 | $1.3M |
| Frederick Financial Consultants, LLC | 1.03% | — | 7,880 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -6.2% | 7,843 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.09% | Reduce -0.3% | 7,829 | $1.3M |
| Family Firm, Inc. | 0.28% | Add +0.5% | 7,774 | $1.3M |
| Harbour Capital Advisors, LLC | 0.28% | Reduce -1.6% | 7,625 | $1.3M |
| Affinity Capital Advisors, LLC | 0.24% | Reduce -3.4% | 7,694 | $1.3M |
| Yardley Wealth Management LLC | 0.61% | Add +133.2% | 7,638 | $1.3M |
| MWA Asset Management | 0.83% | Add +0.2% | 7,609 | $1.2M |
| Archvest Wealth Advisors, Inc. | 0.90% | Add +1.1% | 7,595 | $1.2M |
| Carnegie Investment Counsel | 0.04% | Reduce -47.1% | 7,527 | $1.2M |
| Morris Financial Concepts, Inc. | 0.53% | Add +0.0% | 7,519 | $1.2M |
| Pointe Capital Management LLC | 0.71% | Add +2.5% | 7,500 | $1.2M |
| Park Place Capital Corp | 0.34% | No change | 7,498 | $1.2M |
| SilverOak Wealth Management LLC | 0.26% | Reduce -0.7% | 7,445 | $1.2M |
| Luts & Greenleigh Group, Inc. | 1.20% | Add +1.5% | 7,414 | $1.2M |
| Veery Capital, LLC | 0.47% | Add +1.8% | 7,413 | $1.2M |
| Factorial Partners, LLC | 0.70% | No change | 7,400 | $1.2M |
| Congress Asset Management Co. | 0.01% | New | 7,341 | $1.2M |
| West Coast Financial LLC | 0.13% | Reduce -1.9% | 7,272 | $1.2M |
| Eukles Asset Management | 0.51% | Reduce -4.2% | 7,255 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +30.5% | 7,236 | $1.2M |
| Renasant Bank | 0.76% | No change | 7,141 | $1.2M |
| Pittenger & Anderson Inc. | 0.04% | No change | 7,125 | $1.2M |
| LMCG Investments, LLC | 0.07% | Reduce -0.5% | 7,114 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Reduce -2.7% | 7,079 | $1.2M |
| 626 Financial, LLC | 0.63% | Reduce -0.8% | 7,072 | $1.2M |
| Paces Ferry Wealth Advisors, LLC | 0.56% | Add +0.0% | 7,014 | $1.2M |
| Quantbot Technologies LP | 0.04% | New | 6,973 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -86.4% | 6,921 | $1.1M |
| Cobblestone Capital Advisors LLC | 0.06% | No change | 6,850 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +36.2% | 6,707 | $1.1M |
| Ategra Capital Management, LLC | 0.74% | No change | 6,678 | $1.1M |
| First Commonwealth Financial Corp | 0.26% | Add +5.5% | 6,665 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | Add +4.5% | 6,610 | $1.1M |
| Insight 2811, Inc. | 0.56% | Reduce -3.2% | 6,593 | $1.1M |
| CI Investments Inc. | 0.00% | No change | 6,571 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -19.2% | 6,565 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.6% | 6,562 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -12.3% | 6,557 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Add +61.0% | 6,519 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.29% | Add +0.3% | 6,517 | $1.1M |
| Performance Wealth Partners, LLC | 0.03% | Reduce -3.0% | 6,513 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.63% | Add +1.0% | 6,454 | $1.1M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -9.5% | 6,443 | $1.1M |
| PDS Planning, Inc | 0.09% | Reduce -2.2% | 6,430 | $1.1M |
| Evanson Asset Management, LLC | 0.07% | No change | 6,427 | $1.1M |
| Financial Guidance Group, Inc. | 0.57% | Add +0.0% | 6,362 | $1.0M |
| Blue Bell Private Wealth Management, LLC | 0.20% | No change | 6,291 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Add +334.4% | 6,282 | $1.0M |
| Geller Advisors LLC | 0.07% | Add +7.5% | 6,234 | $1.0M |
| Jordan Park Group LLC | 0.08% | Reduce -5.0% | 6,203 | $1.0M |
| Quantinno Capital Management LP | 0.01% | Add +379.2% | 6,167 | $1.0M |
| Walleye Trading LLC | 0.02% | Add +76.7% | 6,139 | $1.0M |
| Calydon Capital | 0.20% | New | 6,093 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | Add +41.4% | 6,052 | $994K |
| Atlas Legacy Advisors, LLC | 0.24% | — | 6,038 | $991K |
| North Star Investment Management Corp. | 0.07% | Reduce -0.6% | 6,014 | $987K |
| Highland Capital Management, LLC | 0.06% | Reduce -0.7% | 6,005 | $986K |
| First Bancorp, Inc | 0.67% | No change | 6,000 | $985K |
| Picton Mahoney Asset Management | 0.04% | Reduce -88.3% | 6,000 | $985K |
| Becker Capital Management Inc. | 0.03% | Reduce -10.3% | 5,986 | $983K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -0.5% | 5,929 | $973K |
| Citizens Financial Group Inc. | 0.02% | Reduce -43.6% | 5,866 | $963K |
| Ameritas Advisory Services, LLC | 0.03% | Add +319.6% | 5,740 | $942K |
| Edge Capital Group, LLC | 0.04% | Reduce -99.5% | 26 | $937K |
| Squire Investment Management Company, LLC | 0.41% | Add +5.9% | 5,706 | $937K |
| Howland Capital Management LLC | 0.04% | Reduce -0.2% | 5,685 | $933K |
| Wealthspire Retirement, LLC | 0.07% | Add +0.0% | 5,629 | $924K |
| E&G Advisors, LLC | 0.25% | Add +6.7% | 5,585 | $917K |
| SOL Capital Management CO | 0.10% | No change | 5,561 | $913K |
| Integrated Advisors Network LLC | 0.04% | Reduce -3.5% | 5,514 | $905K |
| Goodwin Investment Advisory | 0.47% | Reduce -1.6% | 5,470 | $898K |
| First Foundation Advisors | 0.03% | Reduce -2.1% | 5,469 | $898K |
| Ullmann Wealth Partners Group, LLC | 0.12% | Reduce -6.1% | 5,455 | $895K |
| James Investment Research, Inc. | 0.11% | Reduce -2.6% | 5,433 | $892K |
| Keeley-Teton Advisors, LLC | 0.10% | No change | 5,380 | $883K |
| Pettinga Financial Advisors LLC | 0.20% | Reduce -19.8% | 5,379 | $883K |
| Bantamac Capital, LLC | 0.39% | No change | 5,348 | $878K |
| Paragon Financial Partners, Inc. | 0.66% | Reduce -7.7% | 5,311 | $872K |
| Rodgers & Associates, LTD | 0.10% | No change | 5,293 | $869K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -8.3% | 5,257 | $863K |
| Strive Asset Management, LLC | 0.64% | — | 5,237 | $860K |
| Simplex Trading, LLC | 0.02% | Add +47.1% | 5,238 | $859K |
| Hirtle & Co., LLC | 0.04% | No change | 5,227 | $858K |
| Mycio Wealth Partners, LLC | 0.20% | Add +0.4% | 5,205 | $855K |
| Capital Analysts, LLC | 0.03% | Add +8.4% | 5,202 | $854K |
| Carbahal Olsen Financial Services Group, LLC | 0.78% | — | 5,148 | $845K |
| Sax Wealth Advisors, LLC | 0.07% | No change | 5,148 | $845K |
| Arkadios Wealth Advisors | 0.05% | Add +11.2% | 5,130 | $842K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -2.3% | 5,031 | $837K |
| Maxele Advisors, LLC | 0.80% | — | 5,084 | $835K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -21.7% | 5,063 | $831K |
| Magnus Financial Group LLC | 0.08% | Add +0.0% | 5,015 | $823K |
| American State Bank (Iowa) | 0.50% | No change | 5,015 | $823K |
| Culbertson A N & Co. Inc. | 0.13% | Add +0.8% | 5,006 | $822K |
| VAUGHAN & Co SECURITIES, INC. | 0.49% | Reduce -0.7% | 4,972 | $816K |
| Sabal Trust CO | 0.05% | No change | 4,935 | $810K |
| Strategic Financial Concepts, LLC | 0.15% | Add +1.2% | 4,893 | $803K |
| Rf&l Wealth Management, LLC | 0.57% | No change | 4,870 | $800K |
| Gables Capital Management Inc. | 0.38% | No change | 4,851 | $796K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -2.4% | 4,835 | $794K |
| Townsquare Capital LLC | 0.01% | Reduce -4.0% | 4,834 | $794K |
| Cardiff Park Advisors, LLC | 0.08% | Add +0.1% | 4,813 | $790K |
| Haverford Trust Co | 0.01% | Reduce -16.0% | 4,783 | $785K |
| Center for Financial Planning, Inc. | 0.10% | No change | 4,760 | $781K |
| Firestone Capital Management | 0.19% | Reduce -0.0% | 4,758 | $781K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -1.6% | 4,749 | $780K |
| FineMark National Bank & Trust | 0.03% | Reduce -7.7% | 4,746 | $779K |
| Opus Capital Group, LLC | 0.10% | Add +5.3% | 4,717 | $774K |
| Aprio Wealth Management, LLC | 0.11% | Reduce -1.1% | 4,712 | $774K |
| Disciplined Investments, LLC | 0.38% | Add +3.5% | 4,696 | $771K |
| DAVENPORT & Co LLC | 0.00% | New | 4,688 | $770K |
| Garde Capital, Inc. | 0.05% | Reduce -3.8% | 4,630 | $760K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.8% | 4,623 | $759K |
| First Business Financial Services, Inc. | 0.07% | No change | 4,604 | $756K |
| Essential Planning, LLC. | 0.00% | New | 4,470 | $755K |
| Roger Wittlin Investment Advisory, LLC | 0.42% | Add +94.9% | 4,598 | $755K |
| Grayhawk Investment Strategies Inc. | 1.44% | No change | 4,586 | $753K |
| Foster Group, Inc. | 0.03% | Reduce -4.7% | 4,584 | $753K |
| Hoxton Planning & Management, LLC | 0.29% | Reduce -1.0% | 4,576 | $751K |
| Phillips Financial Management, LLC | 0.06% | No change | 4,568 | $750K |
| Guidance Point Advisors, LLC | 0.22% | Add +0.5% | 4,565 | $749K |
| BIP Wealth, LLC | 0.05% | Add +25.9% | 4,563 | $749K |
| Smithfield Trust Co | 0.04% | Reduce -12.7% | 4,622 | $749K |
| Transform Wealth, LLC | 0.04% | Add +0.9% | 4,555 | $748K |
| Widmann Financial Services, Inc. | 0.57% | Add +0.2% | 4,500 | $739K |
| Composition Wealth, LLC | 0.01% | Reduce -11.9% | 4,496 | $738K |
| Farther Finance Advisors, LLC | 0.03% | Add +1.8% | 4,492 | $738K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +0.2% | 4,360 | $737K |
| Naviter Wealth, LLC | 0.09% | New | 4,439 | $729K |
| Verus Capital Partners, LLC | 0.07% | Reduce -8.9% | 4,488 | $729K |
| Dravo Bay LLC | 0.35% | Reduce -6.6% | 4,420 | $726K |
| Wolverine Trading, LLC | 0.02% | Reduce -51.4% | 4,413 | $722K |
| Bricktown Capital, LLC | 0.15% | No change | 4,386 | $720K |
| Mutual Advisors, LLC | 0.02% | Add +25.8% | 4,313 | $717K |
| Stegner Investment Associates Inc. | 0.47% | Reduce -2.3% | 4,367 | $717K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.1% | 4,354 | $715K |
| Auxano Advisors, LLC | 0.18% | No change | 4,342 | $713K |
| First Financial Bank - Trust Division | 0.07% | New | 4,338 | $712K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -2.8% | 4,291 | $704K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -45.0% | 4,290 | $704K |
| Arete Wealth Advisors, LLC | 0.05% | No change | 4,192 | $690K |
| Private Trust Co. NA | 0.07% | Add +6.7% | 4,192 | $688K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -0.1% | 4,179 | $686K |
| Centennial Bank | 0.32% | Reduce -8.0% | 4,175 | $685K |
| Diversified Investment Strategies, LLC | 0.45% | Add +52.3% | 4,166 | $684K |
| Avior Wealth Management, LLC | 0.02% | Reduce -7.5% | 4,146 | $681K |
| National Philanthropic Trust | 0.01% | No change | 4,139 | $680K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.1% | 4,119 | $676K |
| Parallax Volatility Advisers, L.P. | 0.02% | New | 4,101 | $673K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | New | 4,070 | $668K |
| Aft, Forsyth & Company, Inc. | 0.33% | Add +0.0% | 4,060 | $666K |
| Dimension Capital Management LLC | 0.11% | No change | 4,032 | $662K |
| Heritage Wealth Advisors | 0.03% | No change | 4,000 | $657K |
| Bank of Nova Scotia | 0.00% | No change | 4,000 | $657K |
| Tillman Hartley LLC | 0.19% | Reduce -0.4% | 3,973 | $652K |
| Retirement Investment Advisors, Inc. | 0.07% | Add +1.0% | 3,867 | $635K |
| Rialto Wealth Management, LLC | 0.21% | — | 3,841 | $631K |
| Confluence Investment Management LLC | 0.01% | Add +20.5% | 3,822 | $627K |
| Wealthstream Advisors, Inc. | 0.12% | No change | 3,820 | $627K |
| JMG Financial Group, Ltd. | 0.02% | Reduce -4.5% | 3,803 | $624K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.9% | 3,803 | $624K |
| Strategies Wealth Advisors, LLC | 0.08% | Add +1.7% | 3,709 | $622K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -26.4% | 3,701 | $620K |
| IFP Advisors, Inc | 0.02% | Add +56.7% | 3,757 | $617K |
| Sigma Planning Corp | 0.02% | Reduce -0.1% | 3,757 | $617K |
| Palisades Hudson Asset Management, L.P. | 0.26% | Reduce -1.1% | 3,748 | $615K |
| Welch & Forbes LLC | 0.01% | No change | 3,726 | $612K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +5.5% | 3,722 | $611K |
| Linden Thomas Advisory Services, LLC | 0.08% | New | 3,717 | $610K |
| Cornerstone Advisors Asset Management, LLC | 0.13% | No change | 3,703 | $608K |
| Fiduciary Financial Group, LLC | 0.13% | Reduce -0.3% | 3,787 | $606K |
| Brighton Jones LLC | 0.02% | Add +2.6% | 3,623 | $595K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -1.0% | 3,616 | $594K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.9% | 3,598 | $591K |
| Chicago Capital, LLC | 0.02% | Reduce -3.2% | 3,581 | $588K |
| Plum Street Advisors, LLC | 0.29% | Reduce -0.3% | 3,564 | $585K |
| Maltin Wealth Management, Inc. | 0.29% | Reduce -74.5% | 3,548 | $582K |
| KDK Private Wealth Management, LLC | 0.60% | — | 3,526 | $579K |
| Lutz Financial Services LLC | 0.05% | Reduce -0.3% | 3,518 | $578K |
| Gator Capital Management, LLC | 0.22% | No change | 3,495 | $574K |
| Teachers Insurance & Annuity Association of America | 0.76% | No change | 3,494 | $574K |
| Daymark Wealth Partners, LLC | 0.02% | Add +1.0% | 3,479 | $571K |
| Townsend Asset Management Corp. /NC/ | 0.21% | Add +0.5% | 3,477 | $571K |
| True North Advisors, LLC | 0.13% | No change | 3,472 | $570K |
| American Trust | 0.04% | New | 3,448 | $566K |
| Legacy Trust | 0.13% | Reduce -12.2% | 3,434 | $564K |
| JFS Wealth Advisors, LLC | 0.04% | Add +0.0% | 3,413 | $560K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +1.0% | 3,377 | $554K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +33.1% | 3,374 | $554K |
| Intrepid Financial Planning Group LLC | 0.23% | Reduce -5.9% | 3,366 | $553K |
| Dakota Wealth Management | 0.01% | Add +175.7% | 3,358 | $551K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -13.3% | 3,349 | $550K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +6.1% | 3,343 | $549K |
| Amarillo National Bank | 0.10% | Reduce -5.6% | 3,339 | $548K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -3.1% | 3,343 | $547K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.8% | 3,325 | $546K |
| Financial Advocates Investment Management | 0.03% | Reduce -4.1% | 3,317 | $545K |
| Caldwell Trust Co | 0.06% | Reduce -24.3% | 3,274 | $537K |
| Smith Thornton Advisors LLC | 0.33% | No change | 3,225 | $529K |
| PFG Investments, LLC | 0.03% | Reduce -6.4% | 3,212 | $527K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,211 | $527K |
| Focus Financial Network, Inc. | 0.02% | Reduce -4.8% | 3,196 | $525K |
| Colonial Trust Co / SC | 0.08% | Reduce -1.0% | 3,062 | $522K |
| Watts Gwilliam & Co., LLC | 0.11% | Add +0.1% | 3,177 | $522K |
| Apella Capital, LLC | 0.02% | Add +0.4% | 3,157 | $518K |
| St Germain D J Co. Inc. | 0.02% | Reduce -0.0% | 3,157 | $518K |
| Premier Path Wealth Partners, LLC | 0.08% | No change | 3,149 | $517K |
| Forum Financial Management, LP | 0.01% | Add +16.1% | 3,105 | $510K |
| NorthRock Partners, LLC | 0.02% | Add +3.5% | 3,090 | $507K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 3,082 | $506K |
| Coastwise Capital Group, LLC | 0.40% | Add +0.5% | 3,067 | $503K |
| Brandywine Global Investment Management, LLC | 0.00% | New | 3,060 | $502K |
| Monograph Wealth Advisors, LLC | 0.07% | No change | 3,055 | $502K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.5% | 3,051 | $501K |
| Ancora Advisors LLC | 0.01% | No change | 3,033 | $498K |
| Key Financial Inc | 0.11% | Reduce -0.0% | 3,022 | $496K |
| Chemung Canal Trust Co. | 0.10% | Add +3.9% | 3,009 | $494K |
| Eagle Strategies LLC | 0.09% | Add +4.3% | 3,006 | $494K |
| Stark Wealth Management LLC | 0.36% | — | 3,002 | $493K |
| Sage Financial Group Inc. | 0.04% | Reduce -2.2% | 3,001 | $493K |
| Riverbend Wealth Management, LLC | 0.44% | — | 3,000 | $493K |
| Keudell/Morrison Wealth Management | 0.13% | No change | 3,000 | $493K |
| Berkeley, Inc | 0.25% | Reduce -51.1% | 3,000 | $492K |
| Curtis Advisory Group, LLC | 0.13% | Add +5.3% | 2,998 | $492K |
| Delta Financial Group, Inc. | 0.12% | New | 2,998 | $492K |
| Castle Wealth Management LLC | 0.19% | Add +0.0% | 2,985 | $490K |
| Keebeck Wealth Management | 0.07% | Reduce -15.7% | 2,964 | $487K |
| Sage Capital Management, LLC | 0.24% | Reduce -14.9% | 2,953 | $485K |
| Broadview Financial Management, LLC | 0.35% | Reduce -3.2% | 2,950 | $484K |
| St. Clair Advisors, LLC | 0.14% | No change | 2,941 | $483K |
| Stonebridge Financial Planning Group, LLC | 0.21% | Add +12.1% | 2,914 | $478K |
| Cadence Bank | 0.03% | Reduce -0.6% | 2,901 | $476K |
| Embree Financial Group | 0.08% | Add +0.1% | 2,894 | $475K |
| Canandaigua National Bank & Trust Co. | 0.05% | No change | 2,892 | $475K |
| Cannell & Spears LLC | 0.01% | Add +0.0% | 2,889 | $474K |
| Steel Grove Capital Advisors, LLC | 0.07% | No change | 2,884 | $473K |
| Lion Street Advisors, LLC | 0.15% | No change | 2,880 | $473K |
| GM Advisory Group, LLC | 0.03% | Add +137.3% | 2,866 | $471K |
| Appleton Partners Inc. | 0.03% | Reduce -2.5% | 2,859 | $469K |
| Evermay Wealth Management LLC | 0.07% | No change | 2,841 | $466K |
| XTX Topco Ltd | 0.04% | New | 2,838 | $466K |
| Heritage Trust Co | 0.05% | — | 2,831 | $465K |
| Lionshead Wealth Management, LLC | 0.34% | — | 2,823 | $463K |
| Cibc World Market Inc. | 0.00% | Reduce -1.0% | 2,814 | $462K |
| Catalyst Financial Partners LLC | 0.09% | No change | 2,806 | $461K |
| American National Bank & Trust | 0.05% | Reduce -9.7% | 2,803 | $460K |
| Spire Wealth Management | 0.01% | Reduce -3.6% | 2,794 | $459K |
| Diversify Wealth Management, LLC | 0.04% | Add +102.6% | 2,867 | $458K |
| J.Safra Asset Management Corp | 0.04% | New | 2,800 | $458K |
| Davidson Trust Co. | 0.23% | Reduce -4.7% | 2,771 | $455K |
| Eschler Asset Management LLP | 1.06% | Add +83.3% | 2,750 | $451K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Reduce -3.5% | 2,745 | $451K |
| Principal Securities, Inc. | 0.01% | Add +24.2% | 2,728 | $448K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +64.3% | 2,725 | $447K |
| Creekside Partners | 0.23% | Add +0.2% | 2,722 | $447K |
| Paulson Wealth Management Inc. | 0.12% | No change | 2,714 | $446K |
| Tarbox Family Office, Inc. | 0.07% | No change | 2,699 | $443K |
| First Western Trust Bank | 0.02% | Reduce -1.4% | 2,669 | $438K |
| Flputnam Investment Management Co. | 0.01% | Reduce -6.9% | 2,638 | $433K |
| Empower Advisory Group, LLC | 0.00% | Add +41.1% | 2,638 | $433K |
| Paragon Capital Management Ltd | 0.09% | Add +4.3% | 2,635 | $433K |
| Trust Point Inc. | 0.03% | Add +87.6% | 2,611 | $429K |
| Friday Financial | 0.29% | — | 2,605 | $428K |
| Total Clarity Wealth Management, Inc. | 0.14% | Add +114.7% | 2,576 | $423K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -1.1% | 2,569 | $422K |
| Hopwood Financial Services, Inc. | 0.32% | — | 2,562 | $421K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +9.8% | 2,558 | $420K |
| Liberty Square Wealth Partners LLC | 0.15% | — | 2,503 | $419K |
| Legacy Capital Group California, Inc. | 0.13% | Add +1.1% | 2,540 | $417K |
| Cullen Capital Management, LLC | 0.00% | New | 2,538 | $417K |
| Triad Wealth Partners, LLC | 0.15% | New | 2,515 | $413K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -3.3% | 2,511 | $412K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 2,509 | $412K |
| Trust Co. of Vermont | 0.02% | Add +42.9% | 2,497 | $410K |
| BTC Capital Management, Inc. | 0.04% | No change | 2,496 | $410K |
| Croban | 0.40% | — | 2,495 | $410K |
| Capital Advantage, Inc. | 0.07% | New | 2,482 | $407K |
| Truepoint, Inc. | 0.01% | Reduce -9.4% | 2,480 | $407K |
| Brown Wealth Management, LLC | 0.14% | Reduce -7.0% | 2,476 | $406K |
| Lake Street Private Wealth, LLC | 0.07% | Reduce -36.9% | 2,466 | $405K |
| Graypoint LLC | 0.02% | No change | 2,452 | $403K |
| Coldstream Capital Management Inc. | 0.01% | Add +23.8% | 2,436 | $400K |
| Clientfirst Wealth Management, LLC | 0.40% | — | 2,431 | $399K |
| Aspen Grove Capital, LLC | 0.08% | Reduce -9.0% | 2,417 | $397K |
| Bleakley Financial Group, LLC | 0.01% | Add +32.8% | 2,399 | $394K |
| LMG Wealth Partners, LLC | 0.09% | No change | 2,392 | $393K |
| Smith, Moore & Co. | 0.04% | Reduce -0.2% | 2,389 | $392K |
| Keel Point, LLC | 0.03% | New | 2,389 | $392K |
| LGT Financial Advisors LLC | 0.86% | Add +0.6% | 2,379 | $390K |
| Baxter Bros Inc. | 0.05% | No change | 2,375 | $390K |
| Cary Street Partners Financial LLC | 0.01% | — | 2,371 | $389K |
| Capital Square, LLC | 0.22% | Reduce -5.5% | 2,304 | $388K |
| NDWM LLC | 0.32% | Reduce -18.2% | 2,362 | $388K |
| Emergent Wealth Advisors, LLC | 0.28% | Add +0.5% | 2,357 | $387K |
| Clear Investment Research, LLC | 0.49% | Add +0.1% | 2,340 | $384K |
| Csenge Advisory Group | 0.02% | New | 2,330 | $383K |
| Maxwell Wealth Strategies Inc. | 0.16% | No change | 2,321 | $381K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 2,305 | $378K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -1.3% | 2,293 | $376K |
| Patten & Patten Inc. | 0.02% | Add +0.0% | 2,276 | $374K |
| CJM Wealth Advisers, Ltd. | 0.13% | Add +0.1% | 2,272 | $373K |
| Total Wealth Planning, LLC | 0.06% | No change | 2,268 | $372K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -35.1% | 2,245 | $369K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Add +0.5% | 2,232 | $366K |
| Financial Management Network Inc. | 0.08% | Reduce -4.1% | 2,204 | $365K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -30.7% | 2,206 | $362K |
| Gries Financial LLC | 0.06% | Reduce -1.4% | 2,195 | $360K |
| Fiducient Advisors LLC | 0.04% | Add +0.5% | 2,178 | $358K |
| Procyon Advisors, LLC | 0.02% | Add +13.3% | 2,167 | $356K |
| Oliver Luxxe Assets LLC | 0.06% | No change | 2,114 | $353K |
| Elevation Wealth Partners, LLC | 0.15% | Reduce -0.1% | 2,130 | $350K |
| Cassady Schiller Wealth Management, LLC | 0.13% | No change | 2,122 | $348K |
| BridgePort Financial Solutions, LLC | 0.16% | — | 2,169 | $347K |
| HUB Investment Partners, LLC | 0.01% | Add +39.2% | 2,111 | $347K |
| Howe & Rusling Inc. | 0.03% | Reduce -2.4% | 2,108 | $346K |
| Tassel Capital Management, Inc. | 0.31% | — | 2,103 | $345K |
| Diversified Trust Co. | 0.01% | Add +3.0% | 2,099 | $345K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.0% | 2,095 | $344K |
| Well Done, LLC | 0.06% | No change | 2,057 | $343K |
| Certified Advisory Corp | 0.04% | No change | 2,077 | $341K |
| New Age Alpha Advisors, LLC | 0.01% | New | 2,076 | $341K |
| Aurelius Family Office LLC | 0.17% | — | 2,076 | $341K |
| Crestwood Advisors Group, LLC | 0.01% | Add +20.5% | 2,055 | $337K |
| Allen Investment Management, LLC | 0.00% | No change | 2,041 | $335K |
| Freestone Capital Holdings, LLC | 0.01% | Add +1.1% | 2,038 | $335K |
| Bremer Bank National Association | 0.07% | Reduce -0.1% | 2,022 | $332K |
| Optimist Retirement Group LLC | 0.16% | No change | 2,021 | $332K |
| Nvest Financial, LLC | 0.17% | Add +12.0% | 2,018 | $331K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -7.2% | 2,007 | $329K |
| Skyline Advisors, Inc. | 0.13% | Reduce -18.0% | 2,005 | $329K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -8.3% | 2,001 | $329K |
| Regency Capital Management Inc.\DE | 0.18% | No change | 2,000 | $328K |
| Leo Wealth, LLC | 0.03% | Reduce -2.3% | 1,970 | $323K |
| StoneX Group Inc. | 0.02% | Reduce -2.4% | 1,958 | $321K |
| Evoke Wealth, LLC | 0.01% | No change | 1,951 | $320K |
| Mgo One Seven LLC | 0.01% | New | 1,950 | $320K |
| Fisher Asset Management | 0.00% | Add +16.8% | 1,950 | $320K |
| W Advisors, LLC | 0.20% | No change | 1,950 | $320K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +22.6% | 1,945 | $319K |
| Marotta Asset Management | 0.07% | Reduce -5.1% | 1,941 | $318K |
| Apollon Wealth Management, LLC | 0.01% | New | 1,935 | $318K |
| IHT Wealth Management, LLC | 0.01% | Reduce -21.3% | 1,934 | $317K |
| Red Lighthouse Investment Management, LLC | 0.13% | No change | 1,925 | $316K |
| Builder Investment Group Inc. | 0.09% | No change | 1,925 | $316K |
| Steph & Co. | 0.11% | Reduce -0.8% | 1,921 | $315K |
| National Bank of Canada | 0.00% | Reduce -7.3% | 1,896 | $311K |
| Chapin Davis, Inc. | 0.10% | No change | 1,851 | $309K |
| McMill Wealth Management | 0.12% | — | 1,873 | $307K |
| Certuity, LLC | 0.03% | Add +0.1% | 1,863 | $306K |
| Wedgewood Investors Inc. | 0.36% | No change | 1,848 | $303K |
| Mather Group, Llc. | 0.00% | Add +1.1% | 1,842 | $302K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +63.2% | 1,833 | $301K |
| Ledyard National Bank | 0.03% | Add +45.8% | 1,827 | $300K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.4% | 1,825 | $300K |
| Peak Asset Management, LLC | 0.06% | No change | 1,822 | $299K |
| Three Bridge Wealth Advisors, LLC | 0.10% | No change | 1,820 | $299K |
| Redmont Wealth Advisors LLC | 0.52% | Reduce -50.7% | 1,818 | $298K |
| Asset Dedication, LLC | 0.02% | Add +3.9% | 1,812 | $297K |
| First Nebraska Trust Co | 0.03% | Add +2.0% | 1,809 | $297K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 1,808 | $297K |
| Kennedy Capital Management LLC | 0.01% | New | 1,794 | $295K |
| Retirement Income Solutions, Inc. | 0.06% | Add +4.7% | 1,790 | $294K |
| Bearing Point Capital, LLC | 0.06% | — | 1,783 | $293K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 1,765 | $290K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.8% | 1,763 | $289K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 1,757 | $288K |
| Bordeaux Wealth Advisors LLC | 0.05% | No change | 1,750 | $287K |
| Elm Partners Management LLC | 0.02% | Add +9.9% | 1,716 | $282K |
| Owen LaRue, LLC | 0.15% | New | 1,713 | $281K |
| Marshall Financial Group Inc. | 0.09% | Add +0.5% | 1,712 | $281K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 1,711 | $281K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -4.4% | 1,704 | $280K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Reduce -9.6% | 1,646 | $278K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 1,688 | $277K |
| Huntleigh Advisors, Inc. | 0.06% | — | 1,687 | $277K |
| Blankinship & Foster, LLC | 0.07% | Add +0.1% | 1,677 | $275K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -35.5% | 1,676 | $275K |
| New Century Financial Group, LLC | 0.12% | Reduce -2.1% | 1,654 | $274K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 1,665 | $273K |
| Verum Partners LLC | 0.08% | Add +0.3% | 1,661 | $273K |
| Chatham Capital Group, Inc. | 0.04% | No change | 1,660 | $273K |
| Sapient Capital LLC | 0.01% | No change | 1,660 | $273K |
| Litman Gregory Wealth Management LLC | 0.02% | Add +19.7% | 1,657 | $272K |
| Wedbush Securities Inc. | 0.01% | Add +15.0% | 1,654 | $272K |
| New England Private Wealth Advisors LLC | 0.04% | No change | 1,656 | $272K |
| Greenleaf Trust | 0.00% | Add +6.8% | 1,653 | $271K |
| West Michigan Advisors, LLC | 0.08% | Reduce -0.9% | 1,643 | $270K |
| Glass Jacobson Investment Advisors llc | 0.09% | No change | 1,642 | $270K |
| Atala Financial Inc | 0.19% | — | 1,638 | $269K |
| Hart & Patterson Financial Group LLC | 0.13% | Reduce -2.2% | 1,621 | $266K |
| Eight 31 Financial, LLC | 0.20% | Add +15.2% | 1,611 | $264K |
| Investmark Advisory Group LLC | 0.13% | Add +0.3% | 1,607 | $264K |
| Fulton Bank, N.A. | 0.01% | No change | 1,606 | $264K |
| Delta Investment Management, LLC | 0.05% | New | 1,604 | $263K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.5% | 1,588 | $261K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 1,577 | $259K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 1,576 | $259K |
| TCTC Holdings, LLC | 0.01% | No change | 1,574 | $258K |
| LexAurum Advisors, LLC | 0.05% | New | 1,571 | $258K |
| Cynosure Group, LLC | 0.04% | Reduce -14.2% | 1,566 | $257K |
| DHK Financial Advisors, Inc. | 0.16% | No change | 1,566 | $257K |
| Larson Financial Group LLC | 0.01% | Reduce -15.6% | 1,562 | $256K |
| McNamara Financial Services, Inc. | 0.06% | Reduce -9.4% | 1,558 | $256K |
| Raffa Wealth Management, LLC | 0.06% | Add +0.5% | 1,557 | $256K |
| Alexander Randolph Advisory, Inc. | 0.24% | No change | 1,555 | $255K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 1,553 | $255K |
| Equitable Trust Co. | 0.01% | New | 1,547 | $254K |
| Independence Bank of Kentucky | 0.04% | Reduce -4.9% | 1,544 | $253K |
| Soltis Investment Advisors LLC | 0.02% | Add +1.2% | 1,537 | $252K |
| Bessemer Group Inc. | 0.00% | Add +50.8% | 1,535 | $252K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -1.5% | 1,531 | $251K |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | 0.26% | No change | 1,615 | $251K |
| Matauro, LLC | 0.05% | — | 1,525 | $250K |
| Advance Capital Management, Inc. | 0.01% | Reduce -13.2% | 1,515 | $249K |
| Union Savings Bank | 0.12% | No change | 1,501 | $246K |
| Valmark Advisers, Inc. | 0.00% | Add +0.7% | 1,497 | $246K |
| Oakworth Capital, Inc. | 0.02% | No change | 1,496 | $246K |
| 1834 Investment Advisors Co. | 0.03% | Reduce -4.5% | 1,495 | $245K |
| Compass Ion Advisors, LLC | 0.03% | No change | 1,478 | $243K |
| German American Bancorp, Inc. | 0.03% | Reduce -8.5% | 1,472 | $242K |
| Shepherd Financial Partners LLC | 0.03% | No change | 1,465 | $241K |
| Northstar Group, Inc. | 0.04% | No change | 1,455 | $239K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -0.7% | 1,451 | $238K |
| Wingate Wealth Advisors, Inc. | 0.23% | — | 1,449 | $238K |
| Keystone Wealth Services, LLC | 0.06% | No change | 1,442 | $237K |
| Live Oak Private Wealth LLC | 0.04% | No change | 1,438 | $236K |
| Eastern Bank | 0.00% | Add +21.5% | 1,435 | $236K |
| Comprehensive Financial Planning, Inc. | 0.20% | — | 1,432 | $235K |
| Lindbrook Capital, LLC | 0.02% | No change | 1,430 | $235K |
| Mission Wealth Management, LP | 0.01% | Add +3.9% | 1,424 | $234K |
| Sugarloaf Wealth Management, LLC | 0.04% | Add +0.3% | 1,421 | $233K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.4% | 1,380 | $231K |
| Annandale Capital, LLC | 0.05% | No change | 1,408 | $231K |
| Romano Brothers and Company | 0.03% | No change | 1,403 | $230K |
| Willis Investment Counsel | 0.02% | No change | 1,400 | $230K |
| Smith Salley Wealth Management | 0.01% | No change | 1,399 | $230K |
| NBT Bank, N.A. | 0.02% | Reduce -52.0% | 1,380 | $227K |
| Rothschild Wealth LLC | 0.07% | Reduce -82.4% | 1,375 | $226K |
| Clark Asset Management, LLC | 0.04% | New | 1,371 | $225K |
| Fayez Sarofim & Co | 0.00% | New | 1,358 | $223K |
| HM Payson & Co. | 0.00% | No change | 1,354 | $222K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | Reduce -8.5% | 1,349 | $221K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.4% | 1,346 | $221K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 1,343 | $221K |
| Scotia Capital Inc. | 0.00% | Reduce -6.9% | 1,341 | $220K |
| Hollencrest Capital Management | 0.01% | No change | 1,335 | $219K |
| Lone Peak Global Investors LLC | 0.05% | New | 1,330 | $218K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.1% | 1,328 | $218K |
| Joel Isaacson & Co., LLC | 0.01% | New | 1,327 | $218K |
| Athena Investment Management | 0.13% | No change | 1,325 | $218K |
| Members Wealth LLC | 0.16% | — | 1,299 | $215K |
| Saxon Interests, Inc. | 0.09% | Reduce -1.4% | 1,302 | $214K |
| Cypress Capital Group | 0.03% | Reduce -49.5% | 1,296 | $213K |
| Copia Wealth Management | 0.20% | — | 1,295 | $213K |
| Destination Wealth Management | 0.01% | New | 1,292 | $212K |
| William Howard & Co Financial Advisors Inc | 0.19% | No change | 1,289 | $212K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 1,291 | $212K |
| WESPAC Advisors, LLC | 0.16% | New | 1,289 | $212K |
| Roof Eidam Maycock Peralta, LLC | 0.05% | No change | 1,283 | $211K |
| PFG Advisors | 0.01% | Reduce -14.6% | 1,280 | $210K |
| Accel Wealth Management | 0.08% | Add +0.2% | 1,279 | $210K |
| Capital Investment Advisors, LLC | 0.00% | Add +3.4% | 1,271 | $209K |
| Partners in Financial Planning | 0.04% | Add +0.1% | 1,269 | $208K |
| Clarius Group, LLC | 0.01% | No change | 1,269 | $208K |
| S.A. Mason LLC | 0.11% | No change | 1,263 | $207K |
| Compound Planning, Inc. | 0.01% | New | 1,262 | $207K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -12.4% | 1,261 | $207K |
| Kanawha Capital Management LLC | 0.02% | New | 1,250 | $205K |
| Meridian Financial Partners LLC | 0.11% | New | 1,246 | $205K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.1% | 1,243 | $204K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.1% | 1,243 | $204K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 1,242 | $204K |
| Portland Global Advisors LLC | 0.03% | No change | 1,240 | $204K |
| Wells Trecaso Financial Group, LLC | 0.07% | No change | 1,237 | $203K |
| AlTi Global, Inc. | 0.00% | Add +1.1% | 1,235 | $203K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,234 | $203K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 1,234 | $203K |
| Westshore Wealth, LLC | 0.08% | Reduce -9.7% | 1,233 | $202K |
| Professional Advisory Services Inc. | 0.03% | No change | 1,232 | $202K |
| Annex Advisory Services, LLC | 0.01% | New | 1,230 | $202K |
| Wedmont Private Capital | 0.01% | Reduce -3.5% | 1,253 | $200K |
| WASHINGTON TRUST Co | 0.01% | Reduce -1.0% | 1,220 | $200K |
| Thompson Investment Management, Inc. | 0.03% | New | 1,198 | $197K |
| Centaurus Financial, Inc. | 0.01% | Add +25.7% | 1,145 | $188K |
| Stephens Consulting, LLC | 0.05% | No change | 1,111 | $182K |
| Lazard Asset Management LLC | 0.00% | No change | 1,100 | $180K |
| CENTRAL TRUST Co | 0.00% | Add +0.5% | 1,069 | $175K |
| McClarren Financial Advisors, Inc. | 0.48% | New | 1,051 | $172K |
| Cornerstone Planning Group LLC | 0.04% | Add +0.3% | 1,016 | $171K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 1,043 | $171K |
| Rothschild Investment LLC | 0.01% | No change | 1,037 | $170K |
| Red Tortoise LLC | 0.09% | Add +0.6% | 1,036 | $170K |
| EPG Wealth Management LLC | 0.04% | Reduce -25.2% | 1,010 | $166K |
| FSC Wealth Advisors, LLC | 0.11% | Add +32.2% | 997 | $164K |
| Manchester Capital Management LLC | 0.02% | No change | 994 | $163K |
| City State Bank | 0.05% | No change | 939 | $154K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -21.2% | 929 | $152K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 925 | $152K |
| Oarsman Capital, Inc. | 0.03% | Add +0.1% | 890 | $146K |
| Grand Wealth Management, LLC | 0.08% | Reduce -0.7% | 862 | $142K |
| Versant Capital Management, Inc | 0.03% | No change | 856 | $141K |
| Westside Investment Management, Inc. | 0.03% | No change | 839 | $138K |
| Addison Advisors LLC | 0.04% | No change | 826 | $136K |
| Pinney & Scofield, Inc. | 0.10% | — | 810 | $133K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -67.2% | 807 | $132K |
| Rhumbline Advisers | 0.00% | Reduce -39.3% | 799 | $131K |
| GAMMA Investing LLC | 0.01% | Add +19.9% | 794 | $130K |
| SouthState Bank Corp | 0.01% | No change | 793 | $130K |
| WealthShield Partners, LLC | 0.02% | No change | 785 | $129K |
| LRI Investments, LLC | 0.01% | No change | 758 | $124K |
| Signaturefd, LLC | 0.00% | No change | 754 | $124K |
| Princeton Global Asset Management LLC | 0.02% | Reduce -2.6% | 752 | $123K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 750 | $123K |
| Painted Porch Advisors LLC | 0.06% | No change | 725 | $119K |
| Atticus Wealth Management, LLC | 0.04% | Add +0.4% | 720 | $118K |
| Sage Mountain Advisors LLC | 0.01% | No change | 709 | $116K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 702 | $115K |
| JDM Financial Group LLC | 0.06% | No change | 685 | $112K |
| Creative Financial Designs Inc. | 0.01% | Add +13.8% | 659 | $108K |
| Grove Bank & Trust | 0.01% | No change | 659 | $108K |
| Navigoe, LLC | 0.10% | — | 655 | $107K |
| West Paces Advisors Inc. | 0.03% | No change | 650 | $107K |
| First United Bank & Trust | 0.04% | Reduce -1.5% | 641 | $105K |
| Tortoise Investment Management, LLC | 0.01% | No change | 637 | $105K |
| Headlands Technologies LLC | 0.01% | Add +9.0% | 627 | $103K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +8.9% | 623 | $102K |
| Angeles Wealth Management, LLC | 0.01% | No change | 616 | $101K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 610 | $100K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 605 | $99K |
| Nvwm, LLC | 0.02% | No change | 600 | $99K |
| GeoWealth Management, LLC | 0.00% | New | 585 | $96K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -10.9% | 548 | $90K |
| Atwood & Palmer Inc. | 0.01% | No change | 539 | $88K |
| Insight Inv LLC | 0.06% | New | 527 | $87K |
| CoreFirst Bank & Trust | 0.05% | No change | 525 | $86K |
| Topsail Wealth Management, LLC | 0.02% | — | 523 | $86K |
| Balentine LLC | 0.00% | No change | 509 | $84K |
| Parkworth Wealth Management, Inc. | 0.07% | — | 494 | $81K |
| Hemington Wealth Management | 0.02% | No change | 494 | $81K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 489 | $80K |
| Caitlin John, LLC | 0.05% | No change | 482 | $79K |
| Synergy Investment Management, LLC | 0.03% | — | 475 | $78K |
| Windsor Advisory Group, LLC | 0.09% | No change | 474 | $78K |
| CNB Bank | 0.04% | No change | 471 | $77K |
| Trust Co | 0.01% | New | 460 | $76K |
| Coston, McIsaac & Partners | 0.02% | No change | 459 | $75K |
| GW&K Investment Management, LLC | 0.00% | Add +154.9% | 418 | $69K |
| MilWealth Group LLC | 0.02% | No change | 417 | $68K |
| WPG Advisers, LLC | 0.06% | — | 415 | $68K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +0.5% | 417 | $68K |
| Evensky & Katz LLC | 0.00% | Add +0.5% | 411 | $68K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 413 | $68K |
| Brooklyn Investment Group | 0.02% | New | 403 | $66K |
| Arlington Trust Co LLC | 0.01% | New | 397 | $65K |
| Loomis Sayles & Co. L P | 0.00% | Add +131.4% | 398 | $65K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -32.1% | 394 | $65K |
| Bear Mountain Capital, Inc. | 0.03% | No change | 383 | $64K |
| Financial Perspectives, Inc | 0.02% | Add +18.1% | 391 | $64K |
| Rice Partnership, LLC | 0.01% | No change | 375 | $62K |
| Endeavor Private Wealth, Inc. | 0.06% | — | 359 | $59K |
| Whipplewood Advisors, LLC | 0.03% | — | 350 | $57K |
| S&T Bank | 0.02% | New | 344 | $56K |
| Roble, Belko & Company, Inc | 0.01% | No change | 340 | $56K |
| Ballast Advisors LLC | 0.02% | No change | 338 | $55K |
| Bangor Savings Bank | 0.01% | Reduce -29.1% | 337 | $55K |
| Smartleaf Asset Management LLC | 0.01% | No change | 329 | $54K |
| Marquette Asset Management, LLC | 0.01% | No change | 324 | $53K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 312 | $51K |
| Centricity Wealth Management, LLC | 0.05% | — | 300 | $49K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 300 | $49K |
| Golden State Wealth Management, LLC | 0.01% | — | 289 | $48K |
| Ameriflex Group, Inc. | 0.02% | — | 277 | $46K |
| Redwood Park Advisors LLC | 0.04% | — | 280 | $46K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 276 | $45K |
| United Community Bank | 0.02% | No change | 273 | $45K |
| Biltmore Family Office, LLC | 0.01% | No change | 263 | $43K |
| Clearstead Trust, LLC | 0.01% | No change | 241 | $40K |
| Archer Investment Corp | 0.01% | No change | 231 | $38K |
| Semmax Financial Advisors Inc. | 0.01% | Add +0.5% | 225 | $38K |
| DT Investment Partners, LLC | 0.00% | Reduce -25.0% | 225 | $37K |
| Murphy & Mullick Capital Management Corp | 0.03% | — | 216 | $35K |
| TruNorth Capital Management, LLC | 0.01% | No change | 216 | $35K |
| Salomon & Ludwin, LLC | 0.00% | No change | 214 | $35K |
| Glen Eagle Advisors, LLC | 0.01% | Add +53.3% | 210 | $34K |
| Sound Income Strategies, LLC | 0.00% | Add +4.0% | 210 | $34K |
| Pflug Koory, LLC | 0.00% | No change | 205 | $34K |
| CVA Family Office, LLC | 0.01% | New | 204 | $33K |
| Optimum Investment Advisors | 0.01% | No change | 190 | $31K |
| Birchbrook, Inc. | 0.02% | No change | 189 | $31K |
| Tsfg, LLC | 0.01% | No change | 190 | $31K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | No change | 185 | $30K |
| Park Square Financial Group, LLC | 0.02% | — | 183 | $30K |
| 2UniFi Bank | 0.02% | — | 180 | $30K |
| Tompkins Financial Corp. | 0.00% | No change | 175 | $29K |
| MCF Advisors LLC | 0.00% | No change | 163 | $27K |
| Menard Financial Group LLC | 0.02% | New | 162 | $27K |
| Financial Life Planners | 0.02% | — | 161 | $26K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 161 | $26K |
| Barrett & Company, Inc. | 0.01% | No change | 159 | $26K |
| Hoese & Co LLP | 0.02% | New | 158 | $26K |
| Perkins Coie Trust Co | 0.01% | No change | 155 | $25K |
| Hanson & Doremus Investment Management | 0.00% | No change | 151 | $25K |
| TrinityBridge Ltd | 0.00% | No change | 150 | $25K |
| Sittner & Nelson, LLC | 0.01% | No change | 151 | $25K |
| Mitchell Sinkler & Starr | 0.01% | No change | 150 | $25K |
| Investors Research Corp | 0.01% | No change | 150 | $25K |
| Crews Bank & Trust | 0.00% | — | 150 | $25K |
| Monetary Management Group Inc. | 0.01% | No change | 150 | $25K |
| FPC Investment Advisory, Inc. | 0.02% | New | 147 | $25K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 148 | $24K |
| Salem Investment Counselors Inc. | 0.00% | No change | 147 | $24K |
| Horizon Bancorp Inc. | 0.01% | No change | 145 | $24K |
| Abound Wealth Management | 0.01% | No change | 145 | $24K |
| Beacon Capital Management, LLC | 0.00% | Add +0.7% | 144 | $24K |
| Promus Capital, LLC | 0.02% | — | 139 | $23K |
| Pacifica Partners Inc. | 0.01% | Reduce -36.0% | 137 | $22K |
| Main Street Group, LTD | 0.01% | Add +0.8% | 132 | $22K |
| Roxbury Financial LLC | 0.02% | — | 118 | $21K |
| Armor Investment Advisors, LLC | 0.01% | No change | 130 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 126 | $21K |
| Hantz Financial Services, Inc. | 0.00% | New | 124 | $20K |
| Venturi Wealth Management, LLC | 0.00% | Add +50.7% | 113 | $19K |
| Element Wealth, LLC | 0.01% | Add +0.9% | 108 | $18K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 104 | $17K |
| Horizons Wealth Management | 0.01% | No change | 100 | $16K |
| Ransom Advisory, Ltd | 0.01% | No change | 100 | $16K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $16K |
| Darwin Wealth Management, LLC | 0.01% | Reduce -5.0% | 95 | $16K |
| Richardson Financial Services Inc. | 0.01% | Reduce -50.0% | 95 | $16K |
| Compass Planning Associates Inc | 0.01% | — | 89 | $15K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 88 | $14K |
| Kings Path Partners LLC | 0.01% | Reduce -24.1% | 85 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 84 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 83 | $14K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +32.8% | 81 | $13K |
| Transcendent Capital Group LLC | 0.01% | Add +11.4% | 78 | $13K |
| Morling Financial Advisors, LLC | 0.00% | No change | 78 | $13K |
| Milestone Investment Advisors LLC | 0.00% | No change | 76 | $12K |
| Mascoma Wealth Management LLC | 0.00% | Add +167.9% | 75 | $12K |
| Talon Private Wealth, LLC | 0.00% | No change | 75 | $12K |
| GoalVest Advisory LLC | 0.00% | No change | 72 | $12K |
| Fairman Group, LLC | 0.01% | Add +1.4% | 71 | $12K |
| Register Financial Advisors LLC | 0.01% | No change | 70 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 70 | $11K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 67 | $11K |
| Founders Capital Management | 0.01% | No change | 66 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | Add +4.8% | 66 | $11K |
| Founders Financial Alliance, LLC | 0.00% | No change | 63 | $10K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 63 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 65 | $10K |
| Eagle Bay Advisors LLC | 0.01% | New | 60 | $10K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 58 | $10K |
| ORG Partners LLC | 0.00% | No change | 57 | $9K |
| Activest Wealth Management | 0.00% | No change | 57 | $9K |
| NWK Group, Inc. | 0.00% | New | 57 | $9K |
| Noble Wealth Management PBC | 0.01% | — | 56 | $9K |
| one8zero8, LLC | 0.00% | — | 55 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Add +125.0% | 54 | $9K |
| Evelyn Partners Asset Management Ltd | 0.00% | — | 50 | $8K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 49 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 50 | $8K |
| Retirement Wealth Solutions LLC | 0.01% | — | 50 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 48 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 47 | $8K |
| Raleigh Capital Management Inc. | 0.00% | New | 44 | $7K |
| Bellevue Asset Management, LLC | 0.00% | New | 42 | $7K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 40 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $6K |
| CoreCap Advisors, LLC | 0.00% | No change | 38 | $6K |
| Ridgewood Investments LLC | 0.00% | No change | 37 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -75.3% | 37 | $6K |
| AlphaMark Advisors, LLC | 0.00% | No change | 34 | $6K |
| Fiduciary Advisors, Inc. | 0.01% | — | 35 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 35 | $6K |
| Robinswood Financial LLC | 0.00% | Reduce -94.4% | 34 | $6K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 33 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | New | 33 | $5K |
| Breakwater Investment Management | 0.00% | New | 31 | $5K |
| PrairieView Partners, LLC | 0.00% | No change | 31 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 29 | $5K |
| Belmont Capital, LLC | 0.00% | No change | 25 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 24 | $4K |
| FLP Wealth Management, LLC | 0.01% | — | 23 | $4K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 21 | $3K |
| WFA Asset Management Corp | 0.00% | New | 20 | $3K |
| Continuum Advisory, LLC | 0.00% | Reduce -4.8% | 20 | $3K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | — | 19 | $3K |
| Global Trust Asset Management, LLC | 0.00% | New | 19 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -86.7% | 10 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 17 | $3K |
| Millstone Evans Group, LLC | 0.00% | — | 16 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 16 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $2K |
| Contravisory Investment Management, Inc. | 0.00% | New | 15 | $2K |
| Nemes Rush Group LLC | 0.00% | Reduce -80.3% | 14 | $2K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 13 | $2K |
| Transce3nd, LLC | 0.00% | — | 13 | $2K |
| Quent Capital, LLC | 0.00% | New | 11 | $2K |
| Provident Wealth Management, LLC | 0.00% | No change | 11 | $2K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 10 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 9 | $1K |
| Capital A Wealth Management, LLC | 0.00% | — | 7 | $1K |
| Operose Advisors LLC | 0.00% | No change | 7 | $1K |
| Westend Capital Management, LLC | 0.00% | No change | 6 | $985 |
| Concord Wealth Partners | 0.00% | No change | 5 | $861 |
| Prudent Man Investment Management, Inc. | 0.00% | — | 5 | $821 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $665 |
| Winch Advisory Services, LLC | 0.00% | No change | 4 | $664 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $657 |
| Synergy Asset Management, LLC | 0.00% | New | 3 | $543 |
| Lanark Financial, Inc. | 0.04% | — | 2 | $478 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $329 |
"% 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.