iShares Russell 2000 Value EIWNETF
13F holders, Q1 2025 (March 31)986holders −73
48new positions
119sold out
5famous investors
$150.67avg. 13F price*
At the end of Q1 2025, 986 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, down 73 from Q4 2024. 48 opened new positions and 119 sold out. The largest holders were Bank of America Corp. ($956.0M), Morgan Stanley ($763.3M) and Tiaa Trust, National Association ($429.3M). 5 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $92.8M |
| Exits | 119 | $141.4M |
All 13F filers, Q4 2024 → Q1 2025: 5,013,079 shares bought and 4,972,168 shares sold, net +40,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 986 holders
| Bank of America Corp. | 0.09% | Reduce -5.7% | 6,331,658 | $956.0M |
| Morgan Stanley | 0.05% | Reduce -7.8% | 5,055,820 | $763.3M |
| Tiaa Trust, National Association | 1.34% | Add +3.9% | 2,843,511 | $429.3M |
| Alaska Permanent Fund Corp | 4.89% | Add +94.9% | 2,402,269 | $347.8M |
| Envestnet Asset Management Inc. | 0.10% | Add +1.2% | 2,088,938 | $315.4M |
| Jones Financial Companies LLLP | 0.28% | Reduce -24.5% | 2,060,421 | $311.6M |
| Vaughan Nelson Investment Management, L.P. | 1.86% | Add +2207.2% | 1,234,460 | $186.4M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -1.7% | 1,198,962 | $181.0M |
| D.A. Davidson & Co. | 1.38% | Add +5.0% | 1,134,640 | $171.3M |
| UBS Group AG | 0.04% | Add +12.2% | 1,080,901 | $163.2M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -4.7% | 1,068,747 | $161.4M |
| M&T Bank Corp | 0.58% | Add +0.4% | 1,049,237 | $158.4M |
| LPL Financial LLC | 0.06% | Reduce -0.8% | 986,496 | $148.9M |
| Commonwealth Equity Services, LLC | 0.20% | Add +2.5% | 942,986 | $142.4M |
| Wells Fargo & Company | 0.03% | Reduce -7.6% | 941,550 | $142.2M |
| Betterment LLC | 0.28% | Reduce -4.2% | 794,473 | $120.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.0% | 672,793 | $101.6M |
| Northern Trust Corp. | 0.01% | Reduce -1.4% | 610,876 | $92.2M |
| Cassaday & Co Wealth Management LLC | 2.58% | Add +0.8% | 608,076 | $91.8M |
| Royal Bank of Canada | 0.02% | Add +2.0% | 545,714 | $82.4M |
| Raymond James Financial Inc. | 0.03% | Reduce -11.6% | 525,134 | $79.3M |
| Wellington Management Group LLP | 0.01% | Add +225.6% | 512,305 | $77.3M |
| Pacific Life Fund Advisors LLC | 8.49% | Add +40.6% | 501,457 | $75.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -22.3% | 475,915 | $71.9M |
| US Bancorp \de | 0.08% | Reduce -2.0% | 380,091 | $57.4M |
| Badgley Phelps Wealth Managers, LLC | 1.31% | Add +1.8% | 360,059 | $54.4M |
| Jasper Ridge Partners, L.P. | 1.68% | No change | 346,539 | $52.3M |
| Commerce Bank | 0.33% | Reduce -4.1% | 343,112 | $51.8M |
| Whittier Trust Co. | 0.68% | Add +1.7% | 322,690 | $48.7M |
| Victory Capital Management Inc. | 0.05% | Reduce -43.4% | 304,395 | $46.0M |
| Pathstone Holdings, LLC | 0.19% | Reduce -7.0% | 284,733 | $43.0M |
| AMG National Trust Bank | 1.18% | Reduce -3.9% | 278,190 | $42.0M |
| Stephens Group Asset Management, LLC | 3.26% | Add +20.7% | 267,797 | $40.4M |
| MAI Capital Management | 0.29% | Reduce -0.6% | 257,113 | $38.8M |
| BNP Paribas Financial Markets | 0.03% | Reduce -4.3% | 254,952 | $38.5M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -3.9% | 252,395 | $38.1M |
| Sei Investments Co. | 0.05% | Reduce -2.1% | 242,695 | $36.6M |
| Atom Investors LP | 4.48% | Add +74.7% | 241,021 | $36.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.8% | 235,519 | $35.6M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +1.2% | 235,107 | $35.5M |
| Citigroup Inc. | 0.03% | Add +49.9% | 232,085 | $35.0M |
| Choreo, LLC | 0.54% | Reduce -1.9% | 230,968 | $34.9M |
| Comprehensive Financial Management LLC | 1.10% | No change | 230,481 | $34.8M |
| Cetera Investment Advisers | 0.07% | Add +1.6% | 229,813 | $34.7M |
| Facet Wealth, Inc. | 0.88% | Reduce -11.2% | 229,918 | $33.9M |
| Natixis Advisors, LLC | 0.06% | Add +605.9% | 222,738 | $33.6M |
| Waldron Private Wealth LLC | 1.58% | Reduce -4.7% | 221,928 | $33.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.6% | 215,054 | $32.3M |
| Wilmington Savings Fund Society, FSB | 0.58% | Reduce -0.2% | 204,406 | $30.9M |
| Corient Private Wealth LP | 0.05% | Add +50.6% | 203,583 | $30.7M |
| Focus Partners Wealth | 0.07% | Reduce -24.2% | 197,397 | $29.8M |
| Truist Financial Corp. | 0.04% | Reduce -3.5% | 182,323 | $27.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.07% | Reduce -1.7% | 180,963 | $27.3M |
| BlackRock, Inc. | 0.00% | Add +5.4% | 178,774 | $27.0M |
| Whittier Trust Co. of Nevada Inc. | 0.68% | Add +2.9% | 177,631 | $26.8M |
| Citadel Advisors | 0.03% | Add +27.1% | 173,810 | $26.2M |
| Mariner, LLC | 0.04% | Add +3.9% | 171,986 | $26.0M |
| Brown Advisory Inc. | 0.04% | Reduce -24.4% | 171,821 | $25.9M |
| WoodTrust Financial Corp | 3.45% | Add +1.8% | 162,948 | $24.6M |
| FMR LLC | 0.00% | Reduce -12.9% | 161,108 | $24.3M |
| Bank of Montreal | 0.01% | Reduce -10.7% | 156,175 | $23.6M |
| Courier Capital LLC | 1.46% | Add +0.8% | 147,378 | $22.3M |
| Johnson Investment Counsel Inc. | 0.21% | Add +0.8% | 145,407 | $22.0M |
| Modera Wealth Management, LLC | 0.29% | Reduce -4.0% | 144,255 | $21.8M |
| Janus Henderson Group PLC | 0.01% | Add +27.4% | 137,937 | $20.9M |
| Leeward Investments, LLC - MA | 1.09% | Add +423.2% | 136,147 | $20.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.2% | 131,246 | $19.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -37.0% | 127,159 | $19.2M |
| Comerica Bank | 0.08% | Reduce -0.7% | 126,325 | $19.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.19% | New | 125,000 | $18.8M |
| Quadrature Capital Ltd | 0.41% | New | 122,531 | $18.5M |
| Rockefeller Capital Management L.P. | 0.04% | Add +7.7% | 119,150 | $18.0M |
| Calamos Advisors LLC | 0.12% | No change | 113,214 | $17.1M |
| Barclays PLC | 0.01% | Add +39.4% | 107,825 | $16.3M |
| Cerity Partners LLC | 0.03% | Add +0.1% | 107,655 | $16.3M |
| Fiduciary Trust Co | 0.21% | Reduce -1.4% | 105,285 | $15.9M |
| Zhang Financial LLC | 0.82% | Add +0.0% | 103,254 | $15.6M |
| Elite Financial, Inc. | 7.98% | New | 99,908 | $15.1M |
| AQR Capital Management | 0.02% | Add +0.3% | 99,236 | $15.0M |
| Two Sigma Investments, LP | 0.03% | Add +72.3% | 99,100 | $15.0M |
| Powell Investment Advisors, LLC | 7.22% | Add +4.1% | 97,280 | $14.7M |
| Shapiro Capital Management LLC | 0.60% | Add +86.8% | 95,845 | $14.5M |
| Pure Financial Advisors, LLC | 0.30% | Add +15.0% | 93,633 | $14.1M |
| Moneta Group Investment Advisors LLC | 0.19% | Reduce -1.9% | 92,331 | $13.9M |
| Fifth Third Bancorp | 0.05% | Reduce -6.1% | 90,351 | $13.6M |
| Alliancebernstein L.P. | 0.00% | Add +7.2% | 89,766 | $13.6M |
| Savant Capital, LLC | 0.11% | Reduce -15.4% | 88,846 | $13.4M |
| Synovus Financial Corp. | 0.17% | Reduce -2.6% | 88,517 | $13.4M |
| Waverly Advisors, LLC | 0.16% | Reduce -4.0% | 87,915 | $13.3M |
| Thompson Siegel & Walmsley LLC | 0.22% | Reduce -7.5% | 86,153 | $13.0M |
| Aspiriant, LLC | 0.45% | Add +0.0% | 85,862 | $13.0M |
| Baird Financial Group, Inc. | 0.03% | Reduce -10.3% | 85,824 | $13.0M |
| Captrust Financial Advisors | 0.03% | Reduce -7.1% | 83,747 | $12.6M |
| Susquehanna International Group, LLP | 0.02% | Reduce -28.7% | 80,325 | $12.1M |
| Wealthspire Advisors, LLC | 0.07% | Add +16.5% | 76,446 | $11.5M |
| Creative Planning | 0.01% | Add +0.8% | 75,411 | $11.4M |
| Royce & Associates LP | 0.12% | Add +40.1% | 75,227 | $11.4M |
| CHURCHILL MANAGEMENT Corp | 0.14% | Reduce -0.4% | 75,205 | $11.4M |
| Hillcrest Wealth Advisors - NY, LLC | 5.58% | Add +2.8% | 74,705 | $11.3M |
| EP Wealth Advisors, LLC | 0.09% | Add +6.3% | 71,537 | $10.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -9.3% | 71,011 | $10.7M |
| Silvercrest Asset Management Group LLC | 0.08% | Reduce -26.3% | 70,747 | $10.7M |
| Tower Research Capital LLC (TRC) | 0.32% | Reduce -47.9% | 68,099 | $10.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.2% | 66,871 | $10.1M |
| Bailard, Inc. | 0.26% | Reduce -86.7% | 66,813 | $10.1M |
| Allworth Financial LP | 0.06% | Add +17.6% | 69,037 | $10.0M |
| Sonata Capital Group Inc. | 4.23% | Reduce -1.4% | 64,423 | $9.7M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -5.3% | 64,319 | $9.7M |
| Jane Street Group, LLC | 0.02% | Add +120.8% | 63,652 | $9.6M |
| LBJ Family Wealth Advisors, Ltd. | 6.01% | Add +0.2% | 62,377 | $9.4M |
| Harbor Investment Advisory, LLC | 0.91% | Reduce -1.9% | 61,822 | $9.3M |
| Covenant Partners, LLC | 3.00% | Reduce -32.5% | 61,441 | $9.3M |
| GTS Securities LLC | 0.40% | New | 61,089 | $9.2M |
| Franklin Resources Inc. | 0.00% | Reduce -3.2% | 60,879 | $9.2M |
| Glenmede Trust Co. NA | 0.05% | Reduce -1.2% | 60,210 | $9.1M |
| FSA Wealth Management LLC | 3.81% | Add +3.0% | 59,403 | $9.0M |
| RTD Financial Advisors, Inc. | 1.19% | Reduce -1.5% | 58,833 | $8.9M |
| Keybank National Association | 0.04% | Reduce -4.3% | 58,817 | $8.9M |
| First Horizon Advisors, Inc. | 0.25% | Add +4.9% | 58,004 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -8.9% | 56,020 | $8.5M |
| Ieq Capital, LLC | 0.07% | Add +7.5% | 55,070 | $8.3M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +4.4% | 55,053 | $8.3M |
| Carolinas Wealth Consulting LLC | 1.78% | Reduce -5.3% | 54,960 | $8.3M |
| HSBC Holdings PLC | 0.01% | Add +4.1% | 54,076 | $8.2M |
| Flow Traders U.S. LLC | 0.34% | Add +259.4% | 53,813 | $8.1M |
| Blair William & Co. | 0.02% | Reduce -1.0% | 53,307 | $8.0M |
| Stephens Inc. | 0.11% | Reduce -48.1% | 51,898 | $7.8M |
| Prudential Financial Inc. | 0.01% | Reduce -45.5% | 51,457 | $7.8M |
| Twin Tree Management, LP | 0.17% | New | 49,959 | $7.5M |
| Marion Wealth Management | 2.00% | Add +2.3% | 49,532 | $7.5M |
| Harbor Capital Advisors, Inc. | 0.33% | Add +109.7% | 47,808 | $7.2M |
| Performa Ltd (US), LLC | 2.34% | Add +12.8% | 46,524 | $7.0M |
| One Capital Management, LLC | 0.24% | Add +3.8% | 46,425 | $7.0M |
| TD Waterhouse Canada Inc. | 0.06% | Reduce -13.4% | 46,144 | $6.9M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -2.2% | 45,596 | $6.9M |
| Viewpoint Capital Management LLC | 3.70% | Add +6.5% | 45,567 | $6.9M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -1.3% | 51,054 | $6.7M |
| Gendell Jeffrey L | 0.28% | Reduce -64.4% | 43,438 | $6.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -10.7% | 43,065 | $6.5M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Reduce -58.5% | 42,493 | $6.4M |
| Cresset Asset Management, LLC | 0.03% | Reduce -7.6% | 42,278 | $6.4M |
| HB Wealth Management, LLC | 0.05% | Add +0.8% | 42,028 | $6.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.2% | 41,149 | $6.2M |
| Corundum Group, Inc. | 2.97% | No change | 41,021 | $6.2M |
| Summit Financial, LLC | 0.17% | Reduce -6.5% | 40,820 | $6.2M |
| Macquarie Group Ltd. | 0.01% | New | 40,810 | $6.2M |
| Ariel Investments | 0.07% | Reduce -12.5% | 40,617 | $6.1M |
| CW Advisors, LLC | 0.07% | Add +9.7% | 39,287 | $5.9M |
| CM Wealth Advisors LLC | 1.90% | Reduce -4.2% | 39,299 | $5.9M |
| TD Asset Management Inc | 0.01% | Add +0.4% | 38,605 | $5.8M |
| Aristotle Capital Boston, LLC | 0.28% | No change | 37,723 | $5.7M |
| Squarepoint Ops LLC | 0.01% | Add +133.2% | 37,032 | $5.6M |
| LWM Advisors Inc. | 6.57% | Add +1.2% | 36,609 | $5.5M |
| Hancock Whitney Corp. | 0.17% | Reduce -0.6% | 35,263 | $5.3M |
| Independent Family Office, LLC | 2.78% | No change | 34,985 | $5.3M |
| Oldfather Financial Services, LLC | 2.00% | Add +2.8% | 34,813 | $5.3M |
| Idaho Trust Co | 2.14% | Reduce -2.1% | 34,718 | $5.2M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -10.1% | 33,985 | $5.1M |
| Brookstone Capital Management | 0.07% | Reduce -2.0% | 33,885 | $5.1M |
| Avantax Planning Partners, Inc. | 0.18% | Reduce -3.6% | 33,834 | $5.1M |
| Venture Visionary Partners LLC | 0.21% | Reduce -18.7% | 33,360 | $5.0M |
| Earnest Partners LLC | 0.02% | Reduce -9.7% | 33,097 | $5.0M |
| MML Investors Services, LLC | 0.02% | Reduce -3.1% | 32,929 | $5.0M |
| Cwm, LLC | 0.02% | Reduce -3.2% | 32,744 | $4.9M |
| Park Avenue Securities LLC | 0.06% | Add +198.7% | 32,626 | $4.9M |
| Wesbanco Bank Inc. | 0.17% | Reduce -4.1% | 32,099 | $4.8M |
| Mma Asset Management LLC | 2.04% | Add +4.5% | 32,043 | $4.8M |
| Sanders Morris Harris LLC | 0.75% | Add +0.5% | 31,702 | $4.8M |
| Heron Bay Capital Management | 0.99% | Reduce -20.4% | 31,350 | $4.7M |
| Boston Partners | 0.01% | Reduce -44.0% | 30,976 | $4.7M |
| Brooklyn FI, LLC | 1.44% | Reduce -1.2% | 30,966 | $4.7M |
| Financial Synergies Wealth Advisors, Inc. | 0.55% | Add +11.3% | 30,163 | $4.6M |
| XML Financial, LLC | 0.42% | Reduce -7.7% | 29,775 | $4.5M |
| Harbour Investments, Inc. | 0.13% | Add +12.7% | 29,009 | $4.4M |
| Segall Bryant & Hamill, LLC | 0.07% | Reduce -13.1% | 28,786 | $4.3M |
| Mullaney, Keating & Wright, Inc. | 2.90% | Reduce -0.2% | 28,540 | $4.3M |
| Old Mission Capital LLC | 0.08% | Add +51.7% | 28,355 | $4.3M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -21.8% | 28,214 | $4.3M |
| Titleist Asset Management, LLC | 0.49% | Reduce -0.2% | 28,199 | $4.3M |
| InvesTrust | 1.16% | Add +0.0% | 28,021 | $4.2M |
| Droms Strauss Advisors Inc. /Mo/ | 1.45% | Add +2.3% | 27,926 | $4.2M |
| Oxford Financial Group, LTD. LLC | 0.29% | Reduce -0.2% | 27,576 | $4.2M |
| United Asset Strategies, Inc. | 0.38% | Add +3.1% | 27,022 | $4.1M |
| Whitegate Investment Counselors, Inc. | 1.43% | Reduce -0.2% | 26,738 | $4.0M |
| Noble Family Wealth, LLC | 1.10% | No change | 26,435 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.5% | 25,984 | $3.9M |
| Tocqueville Asset Management L.P. | 0.06% | Reduce -2.2% | 25,612 | $3.9M |
| Rwa Wealth Partners, LLC | 0.05% | Add +11.1% | 25,436 | $3.8M |
| Sierra Capital LLC | 0.46% | Add +0.0% | 25,070 | $3.8M |
| Bokf, NA | 0.07% | Reduce -7.0% | 25,044 | $3.8M |
| McLean Asset Management Corp | 1.23% | Reduce -4.7% | 28,152 | $3.7M |
| Bare Financial Services, Inc | 1.40% | No change | 24,212 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -3.0% | 24,023 | $3.6M |
| Parkside Financial Bank & Trust | 0.46% | Reduce -0.1% | 23,994 | $3.6M |
| Stevens Capital Partners | 1.69% | Add +29.3% | 23,893 | $3.6M |
| Interactive Financial Advisors, Inc. | 1.90% | Reduce -0.8% | 23,853 | $3.6M |
| City Holding Co. | 0.49% | Add +1.8% | 23,265 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.2% | 23,256 | $3.5M |
| Foundation Wealth Management, LLC\PA | 1.66% | Reduce -2.5% | 23,087 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.4% | 22,651 | $3.4M |
| Foundation Wealth Management, LLC | 2.63% | Add +0.5% | 22,269 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -9.4% | 21,525 | $3.2M |
| Financial Counselors Inc. | 0.05% | Reduce -1.4% | 21,209 | $3.2M |
| Reinhart Partners, Llc. | 0.11% | New | 20,838 | $3.1M |
| Northwest Wealth Management, LLC | 0.62% | Reduce -0.4% | 20,703 | $3.1M |
| Bridges Investment Management Inc. | 0.04% | No change | 20,632 | $3.1M |
| Atlas Brown,Inc. | 1.09% | Reduce -0.8% | 20,626 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +71.9% | 20,469 | $3.1M |
| Fortis Group Advisors, LLC | 0.59% | Reduce -2.5% | 20,195 | $3.0M |
| Integrated Investment Consultants, LLC | 0.61% | Reduce -22.3% | 20,182 | $3.0M |
| Bishop & Co Investment Management, LLC | 1.18% | Reduce -11.5% | 20,166 | $3.0M |
| Texas Yale Capital Corp. | 0.12% | Add +0.2% | 20,046 | $3.0M |
| Vance Wealth, LLC | 1.13% | Reduce -10.3% | 19,897 | $3.0M |
| Prosperity Planning, Inc. | 1.33% | Reduce -1.3% | 19,606 | $3.0M |
| First Citizens Bank & Trust Co. | 0.07% | Add +122.2% | 19,545 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.9% | 18,964 | $2.9M |
| Mill Creek Capital Advisors, LLC | 0.07% | Reduce -21.4% | 18,881 | $2.9M |
| Tobias Financial Advisors, Inc. | 0.55% | Reduce -0.2% | 18,585 | $2.8M |
| Visionary Wealth Advisors | 0.17% | Reduce -0.8% | 18,465 | $2.8M |
| GHP Investment Advisors, Inc. | 0.13% | Reduce -1.3% | 18,171 | $2.7M |
| Brady Martz Wealth Solutions, LLC | 0.61% | Reduce -0.5% | 17,862 | $2.7M |
| Geneos Wealth Management Inc. | 0.09% | Add +3.1% | 17,708 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -0.9% | 17,532 | $2.6M |
| Heck Capital Advisors, LLC | 0.29% | Reduce -54.0% | 17,291 | $2.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Reduce -0.7% | 16,792 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Reduce -6.1% | 16,732 | $2.5M |
| Cobblestone Asset Management LLC | 1.46% | Add +15.6% | 16,595 | $2.5M |
| Checchi Capital Advisers, LLC | 0.18% | Reduce -4.1% | 16,420 | $2.5M |
| Investment Partners, LTD. | 1.02% | Reduce -2.7% | 16,317 | $2.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -3.5% | 16,238 | $2.5M |
| Northeast Financial Consultants Inc | 0.11% | Reduce -49.6% | 16,098 | $2.4M |
| Weinberger Asset Management, Inc | 1.04% | Reduce -1.4% | 16,029 | $2.4M |
| HRT Financial LP | 0.02% | Add +72.7% | 15,987 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | No change | 15,894 | $2.4M |
| Finley Financial, LLC | 1.33% | Reduce -1.2% | 16,410 | $2.4M |
| Asset Management Group, Inc. | 0.43% | Add +0.3% | 15,348 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +3.2% | 15,270 | $2.3M |
| Pinnacle Financial Partners Inc | 0.05% | Add +0.5% | 14,406 | $2.3M |
| Clearstead Advisors, LLC | 0.04% | Add +1.5% | 15,077 | $2.3M |
| Wealth Architects, LLC | 0.25% | No change | 15,055 | $2.3M |
| Atlas Capital Advisors Inc. | 0.28% | Reduce -6.2% | 14,806 | $2.2M |
| Two Sigma Securities, LLC | 0.34% | Reduce -29.5% | 14,779 | $2.2M |
| Falcon Wealth Planning | 0.24% | Reduce -7.0% | 14,542 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -0.0% | 14,494 | $2.2M |
| Country Club Bank | 0.15% | Reduce -16.3% | 14,387 | $2.2M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -0.1% | 14,384 | $2.2M |
| Sterling Capital Management LLC | 0.03% | Reduce -27.9% | 14,260 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -4.7% | 14,166 | $2.1M |
| Wolf Group Capital Advisors | 0.72% | New | 14,147 | $2.1M |
| Lido Advisors, LLC | 0.01% | Reduce -3.3% | 14,075 | $2.1M |
| Regions Financial Corp. | 0.02% | Reduce -2.2% | 14,016 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Add +10.2% | 13,772 | $2.1M |
| Hardy Reed LLC | 0.18% | No change | 13,728 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 13,283 | $2.0M |
| Lowe Brockenbrough & Co. Inc. | 0.13% | Add +3.4% | 13,152 | $2.0M |
| Fifth Third Securities, Inc. | 0.17% | Add +7.4% | 13,092 | $2.0M |
| Klingman & Associates, LLC | 0.12% | No change | 12,942 | $2.0M |
| Fifth Third Wealth Advisors LLC | 0.10% | Add +22.9% | 12,896 | $1.9M |
| Alamar Capital Management, LLC | 1.16% | Reduce -2.8% | 12,872 | $1.9M |
| Washington Trust Bank | 0.19% | No change | 12,803 | $1.9M |
| Clayton Financial Group LLC | 0.70% | Add +0.4% | 12,665 | $1.9M |
| Tradition Wealth Management, LLC | 0.17% | Add +0.0% | 12,556 | $1.9M |
| ARK & TLK Investments, LLC | 0.65% | Add +0.1% | 12,235 | $1.8M |
| SkyOak Wealth, LLC | 0.39% | Reduce -4.9% | 11,871 | $1.8M |
| Farmers & Merchants Investments Inc. | 0.06% | No change | 11,858 | $1.8M |
| Mb, Levis & Associates, LLC | 0.83% | Add +0.3% | 11,856 | $1.8M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -7.0% | 11,832 | $1.8M |
| BHK Investment Advisors, LLC | 0.75% | Reduce -1.6% | 11,800 | $1.8M |
| Penobscot Investment Management Company, Inc. | 0.17% | Add +20.6% | 11,663 | $1.8M |
| Towerpoint Wealth, LLC | 0.86% | Reduce -2.1% | 11,459 | $1.7M |
| Vawter Financial, Ltd. | 0.96% | Reduce -3.0% | 11,333 | $1.7M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 11,249 | $1.7M |
| Roundview Capital LLC | 0.12% | Add +0.2% | 11,176 | $1.7M |
| Wealth Dimensions Group, Ltd. | 0.40% | Reduce -3.1% | 11,076 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Add +1.9% | 10,960 | $1.7M |
| Quadrant Capital Group LLC | 0.06% | Reduce -15.8% | 10,942 | $1.7M |
| TFB Advisors LLC | 0.47% | Add +3.5% | 10,883 | $1.6M |
| Zions Bancorporation, National Association | 0.10% | — | 10,686 | $1.6M |
| FAS Wealth Partners, Inc. | 0.13% | Reduce -3.3% | 10,677 | $1.6M |
| Graves Light Lenhart Wealth, Inc. | 0.19% | Reduce -2.5% | 10,478 | $1.6M |
| Windward Private Wealth Management Inc. | 0.62% | Reduce -2.8% | 10,476 | $1.6M |
| Peloton Wealth Strategists | 0.67% | New | 10,449 | $1.6M |
| MV Capital Management, Inc. | 0.17% | Reduce -12.4% | 10,429 | $1.6M |
| Legacy Edge Advisors, LLC | 0.24% | Add +5.7% | 10,369 | $1.6M |
| American Financial Advisors, LLC | 0.22% | Reduce -2.1% | 10,248 | $1.5M |
| Stordahl Capital Management, Inc. | 0.36% | Add +4.7% | 10,132 | $1.5M |
| BluePointe Capital Management, LLC | 0.58% | Add +16.0% | 10,036 | $1.5M |
| McAdam, LLC | 0.09% | Add +10.8% | 10,021 | $1.5M |
| VestGen Advisors, LLC | 0.07% | — | 9,987 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +4.7% | 9,978 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +37.6% | 9,957 | $1.5M |
| Modern Wealth Management, LLC | 0.05% | Add +7.6% | 9,827 | $1.5M |
| Toronto Dominion Bank | 0.00% | Reduce -22.9% | 9,824 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +18.3% | 9,780 | $1.5M |
| Legacy Bridge, LLC | 0.82% | No change | 9,730 | $1.5M |
| &partners | 0.02% | Add +30.0% | 9,707 | $1.5M |
| RPg Family Wealth Advisory, LLC | 0.42% | New | 9,671 | $1.5M |
| Lowery Thomas, LLC | 0.99% | Add +5.5% | 9,591 | $1.4M |
| Cornerstone Wealth Advisors, Inc. | 0.39% | Reduce -0.3% | 9,409 | $1.4M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -13.0% | 9,357 | $1.4M |
| Blue Trust, Inc. | 0.02% | Reduce -3.8% | 9,148 | $1.4M |
| Nwam LLC | 0.12% | Add +0.9% | 9,097 | $1.4M |
| World Investment Advisors | 0.04% | Reduce -2.0% | 9,088 | $1.4M |
| Shakespeare Wealth Management, LLC | 0.37% | Reduce -3.8% | 9,064 | $1.4M |
| Fidelis Capital Partners, LLC | 0.15% | Reduce -0.1% | 9,438 | $1.4M |
| Berkshire Asset Management LLC | 0.06% | Add +1.9% | 9,036 | $1.3M |
| Wealth Advisory Solutions, LLC | 0.35% | Add +6.4% | 8,874 | $1.3M |
| Walleye Trading LLC | 0.04% | Add +44.0% | 8,838 | $1.3M |
| Family Firm, Inc. | 0.30% | Add +13.3% | 8,806 | $1.3M |
| Cozad Asset Management Inc. | 0.13% | Reduce -3.4% | 8,632 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.8% | 8,592 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +128.1% | 8,571 | $1.3M |
| Altiora Financial Group, LLC | 0.28% | No change | 8,571 | $1.3M |
| Sterling Financial Group, Inc. | 0.47% | No change | 8,545 | $1.3M |
| Allegheny Financial Group | 0.33% | Add +2.4% | 8,519 | $1.3M |
| Sandy Spring Bank | 0.05% | Reduce -11.4% | 8,494 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -3.7% | 8,487 | $1.3M |
| St. Louis Trust Co | 0.19% | Reduce -46.0% | 8,485 | $1.3M |
| Relyea Zuckerberg Hanson LLC | 0.17% | Reduce -6.6% | 8,476 | $1.3M |
| UMB Bank, n.a. | 0.02% | Reduce -1.8% | 8,449 | $1.3M |
| WealthPlan Investment Management, LLC | 0.13% | Add +3.8% | 8,424 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Reduce -4.6% | 8,401 | $1.3M |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -15.2% | 8,360 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +0.3% | 8,310 | $1.3M |
| Keeley-Teton Advisors, LLC | 0.15% | Add +53.9% | 8,280 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +90.1% | 8,277 | $1.2M |
| Squire Investment Management Company, LLC | 0.52% | Add +44.0% | 8,216 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.69% | Add +0.0% | 8,185 | $1.2M |
| Argent Trust Co | 0.05% | Reduce -0.2% | 8,148 | $1.2M |
| UNIVEST FINANCIAL Corp | 0.08% | Reduce -5.5% | 8,148 | $1.2M |
| Merit Financial Group, LLC | 0.02% | Add +29.1% | 8,109 | $1.2M |
| Systematic Financial Management LP | 0.03% | Reduce -59.3% | 8,070 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +2.3% | 8,010 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -89.8% | 7,928 | $1.2M |
| Frederick Financial Consultants, LLC | 0.86% | Add +0.0% | 7,882 | $1.2M |
| Pointe Capital Management LLC | 0.68% | Add +2.8% | 7,711 | $1.2M |
| Marshall Wace, LLP | 0.00% | New | 7,673 | $1.2M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -3.2% | 7,590 | $1.1M |
| MWA Asset Management | 0.79% | Reduce -0.7% | 7,555 | $1.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -3.3% | 7,973 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -8.2% | 7,518 | $1.1M |
| TD Private Client Wealth LLC | 0.03% | Add +6.0% | 7,503 | $1.1M |
| Morris Financial Concepts, Inc. | 0.47% | Reduce -0.4% | 7,492 | $1.1M |
| Park Place Capital Corp | 0.31% | Reduce -0.4% | 7,468 | $1.1M |
| SilverOak Wealth Management LLC | 0.24% | Reduce -0.5% | 7,411 | $1.1M |
| Factorial Partners, LLC | 0.69% | No change | 7,400 | $1.1M |
| Luts & Greenleigh Group, Inc. | 1.11% | Reduce -0.3% | 7,389 | $1.1M |
| West Coast Financial LLC | 0.13% | No change | 7,272 | $1.1M |
| Veery Capital, LLC | 0.43% | Reduce -2.3% | 7,244 | $1.1M |
| Archvest Wealth Advisors, Inc. | 0.90% | Reduce -5.1% | 7,206 | $1.1M |
| Harbour Capital Advisors, LLC | 0.27% | Reduce -0.4% | 7,595 | $1.1M |
| Eukles Asset Management | 0.47% | Reduce -1.2% | 7,170 | $1.1M |
| Pittenger & Anderson Inc. | 0.04% | No change | 7,125 | $1.1M |
| Renasant Bank | 0.71% | Reduce -0.4% | 7,111 | $1.1M |
| Paces Ferry Wealth Advisors, LLC | 0.53% | Add +0.0% | 7,015 | $1.1M |
| 626 Financial, LLC | 0.54% | Reduce -1.4% | 6,971 | $1.1M |
| LMCG Investments, LLC | 0.07% | Reduce -2.8% | 6,917 | $1.0M |
| Cobblestone Capital Advisors LLC | 0.06% | No change | 6,850 | $1.0M |
| First Foundation Advisors | 0.04% | Add +23.7% | 6,767 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | Add +11.4% | 6,745 | $1.0M |
| Ategra Capital Management, LLC | 0.81% | No change | 6,678 | $1.0M |
| Performance Wealth Partners, LLC | 0.04% | Add +1.9% | 6,635 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -52.0% | 6,585 | $994K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.3% | 6,583 | $994K |
| Crescent Grove Advisors, LLC | 0.10% | Reduce -1.5% | 6,510 | $983K |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -1.5% | 6,458 | $975K |
| PDS Planning, Inc | 0.08% | Add +0.2% | 6,440 | $972K |
| Evanson Asset Management, LLC | 0.07% | No change | 6,427 | $970K |
| Grey Fox Wealth Advisors, LLC | 0.26% | Reduce -1.7% | 6,407 | $967K |
| Financial Guidance Group, Inc. | 0.52% | No change | 6,362 | $961K |
| Anchor Capital Advisors LLC | 0.03% | Reduce -1.3% | 6,358 | $960K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -47.6% | 6,322 | $954K |
| CI Investments Inc. | 0.00% | Reduce -3.8% | 6,319 | $954K |
| Smithbridge Asset Management Inc. | 0.18% | — | 6,306 | $952K |
| Blue Bell Private Wealth Management, LLC | 0.18% | No change | 6,291 | $950K |
| Insight 2811, Inc. | 0.48% | Reduce -5.0% | 6,264 | $946K |
| Sax Wealth Advisors, LLC | 0.07% | Add +19.4% | 6,149 | $928K |
| New South Capital Management Inc. | 0.04% | Reduce -76.7% | 6,145 | $928K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -76.7% | 6,145 | $928K |
| Townsquare Capital LLC | 0.01% | Add +26.7% | 6,125 | $925K |
| Calydon Capital | 0.17% | Add +0.3% | 6,112 | $923K |
| Private Wealth Asset Management, LLC | 0.13% | — | 6,086 | $919K |
| Atlas Legacy Advisors, LLC | 0.23% | Reduce -0.0% | 6,036 | $911K |
| Aletheian Wealth Advisors LLC | 0.51% | Reduce -6.8% | 6,017 | $908K |
| Highland Capital Management, LLC | 0.05% | No change | 6,005 | $907K |
| First Bancorp, Inc | 0.59% | No change | 6,000 | $906K |
| Arkadios Wealth Advisors | 0.03% | Add +15.3% | 5,915 | $893K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -0.3% | 5,912 | $893K |
| Citizens Financial Group Inc. | 0.02% | Add +0.1% | 5,870 | $886K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -54.0% | 5,785 | $873K |
| Prospera Financial Services Inc | 0.02% | Reduce -12.1% | 5,772 | $872K |
| Farther Finance Advisors, LLC | 0.02% | Add +26.9% | 5,698 | $860K |
| Howland Capital Management LLC | 0.04% | No change | 5,685 | $858K |
| Wealthspire Retirement, LLC | 0.07% | Add +0.0% | 5,630 | $850K |
| Rodgers & Associates, LTD | 0.10% | Add +5.6% | 5,588 | $844K |
| E&G Advisors, LLC | 0.24% | No change | 5,585 | $843K |
| North Star Investment Management Corp. | 0.06% | Reduce -7.4% | 5,567 | $840K |
| SOL Capital Management CO | 0.09% | No change | 5,561 | $840K |
| First Commonwealth Financial Corp | 0.20% | Reduce -17.1% | 5,525 | $834K |
| Integrated Advisors Network LLC | 0.04% | No change | 5,514 | $833K |
| Carnegie Investment Counsel | 0.02% | Reduce -18.5% | 6,134 | $829K |
| Jordan Park Group LLC | 0.06% | Reduce -11.8% | 5,473 | $826K |
| Arax Advisory Partners | 0.05% | Reduce -95.8% | 5,451 | $823K |
| Capital Analysts, LLC | 0.03% | Add +4.1% | 5,414 | $817K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -44.9% | 5,385 | $813K |
| Paragon Financial Partners, Inc. | 0.63% | Add +0.1% | 5,316 | $803K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +9.3% | 5,285 | $798K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 5,257 | $794K |
| Becker Capital Management Inc. | 0.03% | Reduce -12.2% | 5,257 | $794K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.8% | 5,254 | $793K |
| Affinity Capital Advisors, LLC | 0.16% | Reduce -25.0% | 5,770 | $793K |
| James Investment Research, Inc. | 0.10% | Reduce -3.7% | 5,233 | $790K |
| Hirtle & Co., LLC | 0.04% | No change | 5,227 | $789K |
| Culbertson A N & Co. Inc. | 0.13% | Add +4.1% | 5,211 | $787K |
| Carbahal Olsen Financial Services Group, LLC | 0.74% | Add +0.3% | 5,166 | $780K |
| Ascent Group, LLC | 0.03% | New | 5,156 | $778K |
| Strategic Financial Concepts, LLC | 0.14% | Add +3.9% | 5,082 | $767K |
| American State Bank (Iowa) | 0.46% | No change | 5,015 | $757K |
| Maxele Advisors, LLC | 0.73% | Reduce -1.5% | 5,008 | $756K |
| VAUGHAN & Co SECURITIES, INC. | 0.46% | Reduce -0.3% | 4,957 | $748K |
| Sabal Trust CO | 0.04% | No change | 4,935 | $745K |
| Rf&l Wealth Management, LLC | 0.53% | No change | 4,870 | $735K |
| Gables Capital Management Inc. | 0.36% | No change | 4,851 | $732K |
| Diversified Investment Strategies, LLC | 0.49% | Add +15.1% | 4,796 | $724K |
| Haverford Trust Co | 0.01% | Add +0.3% | 4,795 | $724K |
| Center for Financial Planning, Inc. | 0.09% | Add +0.2% | 4,771 | $720K |
| Widmann Financial Services, Inc. | 0.56% | Add +5.8% | 4,760 | $719K |
| Opus Capital Group, LLC | 0.09% | No change | 4,717 | $712K |
| Disciplined Investments, LLC | 0.32% | Reduce -1.0% | 4,649 | $702K |
| Aprio Wealth Management, LLC | 0.09% | Reduce -1.5% | 4,641 | $701K |
| Garde Capital, Inc. | 0.04% | Add +0.2% | 4,639 | $700K |
| First Business Financial Services, Inc. | 0.07% | No change | 4,604 | $695K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.8% | 4,584 | $692K |
| Guidance Point Advisors, LLC | 0.20% | Add +0.3% | 4,578 | $691K |
| Phillips Financial Management, LLC | 0.05% | No change | 4,568 | $690K |
| BIP Wealth, LLC | 0.04% | No change | 4,563 | $689K |
| Ground Swell Capital, LLC | 1.62% | Reduce -61.5% | 4,560 | $688K |
| Brown Brothers Harriman & Co. | 0.00% | Add +10.6% | 4,555 | $688K |
| Quantbot Technologies LP | 0.02% | Reduce -34.8% | 4,548 | $687K |
| Eisler Capital Management Ltd. | 0.02% | New | 4,548 | $686K |
| FineMark National Bank & Trust | 0.03% | Reduce -4.3% | 4,541 | $686K |
| Firestone Capital Management | 0.18% | Reduce -5.8% | 4,482 | $677K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -6.3% | 4,449 | $672K |
| Naviter Wealth, LLC | 0.08% | No change | 4,439 | $671K |
| Hoxton Planning & Management, LLC | 0.25% | Reduce -3.4% | 4,421 | $667K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -12.3% | 4,412 | $666K |
| Pinnacle Associates Ltd. | 0.01% | Add +2.7% | 4,406 | $665K |
| Smithfield Trust Co | 0.03% | Reduce -3.3% | 4,468 | $665K |
| Centennial Bank | 0.32% | Add +5.5% | 4,404 | $665K |
| Bricktown Capital, LLC | 0.12% | No change | 4,386 | $662K |
| Foster Group, Inc. | 0.02% | Reduce -4.5% | 4,379 | $661K |
| Auxano Advisors, LLC | 0.17% | No change | 4,342 | $656K |
| SCS Capital Management LLC | 0.01% | New | 4,239 | $640K |
| Cardiff Park Advisors, LLC | 0.06% | Reduce -12.2% | 4,226 | $638K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +0.0% | 4,361 | $638K |
| DHK Financial Advisors, Inc. | 0.35% | Add +169.7% | 4,224 | $638K |
| Composition Wealth, LLC | 0.01% | Reduce -6.1% | 4,223 | $638K |
| NewEdge Wealth, LLC | 0.01% | Reduce -35.4% | 4,214 | $636K |
| Atria Investments, Inc | 0.01% | Reduce -63.6% | 4,163 | $628K |
| National Philanthropic Trust | 0.01% | No change | 4,139 | $625K |
| Pettinga Financial Advisors LLC | 0.15% | Reduce -23.4% | 4,122 | $622K |
| Magnus Financial Group LLC | 0.06% | Reduce -17.9% | 4,117 | $622K |
| Retirement Investment Advisors, Inc. | 0.06% | Add +6.1% | 4,103 | $619K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -4.9% | 4,080 | $616K |
| Dimension Capital Management LLC | 0.11% | No change | 4,032 | $609K |
| Bank of Nova Scotia | 0.00% | No change | 4,000 | $604K |
| Avior Wealth Management, LLC | 0.02% | Reduce -3.7% | 3,992 | $603K |
| Tillman Hartley LLC | 0.17% | Add +0.3% | 3,985 | $602K |
| Ullmann Wealth Partners Group, LLC | 0.08% | Reduce -27.3% | 3,966 | $599K |
| Dravo Bay LLC | 0.31% | Reduce -11.7% | 3,905 | $590K |
| IFP Advisors, Inc | 0.02% | Add +2.0% | 3,834 | $579K |
| Stegner Investment Associates Inc. | 0.40% | Reduce -12.3% | 3,831 | $578K |
| Wealthstream Advisors, Inc. | 0.11% | No change | 3,820 | $577K |
| Aft, Forsyth & Company, Inc. | 0.31% | Reduce -6.2% | 3,810 | $575K |
| Rehmann Capital Advisory Group | 0.04% | Add +51.6% | 3,807 | $575K |
| JMG Financial Group, Ltd. | 0.02% | No change | 3,803 | $574K |
| Private Trust Co. NA | 0.06% | Reduce -10.4% | 3,756 | $567K |
| Palisades Hudson Asset Management, L.P. | 0.26% | Add +0.2% | 3,756 | $567K |
| Welch & Forbes LLC | 0.01% | No change | 3,726 | $563K |
| Strategies Wealth Advisors, LLC | 0.07% | Add +0.3% | 3,721 | $562K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | No change | 3,703 | $559K |
| Rialto Wealth Management, LLC | 0.18% | Reduce -3.7% | 3,698 | $558K |
| Mycio Wealth Partners, LLC | 0.13% | Reduce -29.0% | 3,695 | $558K |
| Strive Asset Management, LLC | 0.39% | Reduce -29.9% | 3,670 | $554K |
| Legacy Trust | 0.13% | Add +6.8% | 3,666 | $553K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -2.0% | 3,646 | $551K |
| Brighton Jones LLC | 0.02% | Reduce -0.0% | 3,622 | $547K |
| Diversified Portfolios, Inc. | 0.06% | No change | 3,616 | $546K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -2.5% | 3,608 | $545K |
| Heritage Wealth Advisors | 0.03% | Reduce -10.0% | 3,600 | $544K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.3% | 3,588 | $542K |
| Grayhawk Investment Strategies Inc. | 1.23% | Reduce -21.8% | 3,586 | $541K |
| Plum Street Advisors, LLC | 0.26% | No change | 3,564 | $538K |
| JFS Wealth Advisors, LLC | 0.04% | Add +4.3% | 3,560 | $537K |
| Verus Capital Partners, LLC | 0.05% | Reduce -21.1% | 3,542 | $535K |
| Chicago Capital, LLC | 0.01% | Reduce -1.9% | 3,511 | $530K |
| Roger Wittlin Investment Advisory, LLC | 0.31% | Reduce -23.8% | 3,504 | $529K |
| Teachers Insurance & Annuity Association of America | 0.70% | No change | 3,494 | $528K |
| Townsend Asset Management Corp. /NC/ | 0.20% | Add +0.3% | 3,488 | $527K |
| Fiduciary Financial Group, LLC | 0.11% | Add +1.7% | 3,852 | $524K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.9% | 3,448 | $521K |
| SG Americas Securities, LLC | 0.00% | New | 3,445 | $520K |
| Western Wealth Management, LLC | 0.03% | Reduce -9.6% | 3,439 | $519K |
| True North Advisors, LLC | 0.09% | Reduce -0.9% | 3,439 | $519K |
| KDK Private Wealth Management, LLC | 0.59% | Reduce -3.0% | 3,420 | $516K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +1.5% | 3,392 | $512K |
| Transform Wealth, LLC | 0.03% | Reduce -25.7% | 3,386 | $511K |
| Eagle Strategies LLC | 0.09% | Add +12.3% | 3,377 | $510K |
| Mutual Advisors, LLC | 0.01% | Reduce -18.4% | 3,518 | $509K |
| Compound Planning, Inc. | 0.02% | Add +166.6% | 3,364 | $508K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +0.0% | 3,350 | $506K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -1.1% | 3,340 | $504K |
| Amarillo National Bank | 0.10% | No change | 3,339 | $504K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 3,325 | $502K |
| Maltin Wealth Management, Inc. | 0.23% | Reduce -6.7% | 3,310 | $500K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.3% | 3,386 | $497K |
| Caldwell Trust Co | 0.05% | No change | 3,274 | $494K |
| Yardley Wealth Management LLC | 0.29% | Reduce -57.1% | 3,275 | $494K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -22.2% | 3,262 | $492K |
| Focus Financial Network, Inc. | 0.02% | Add +1.5% | 3,244 | $490K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -3.9% | 3,243 | $490K |
| Smith Thornton Advisors LLC | 0.30% | No change | 3,225 | $487K |
| Intrepid Financial Planning Group LLC | 0.22% | Reduce -4.8% | 3,204 | $484K |
| Curtis Advisory Group, LLC | 0.14% | Add +6.6% | 3,197 | $483K |
| Watts Gwilliam & Co., LLC | 0.10% | Add +0.1% | 3,180 | $480K |
| Procyon Advisors, LLC | 0.03% | Add +44.8% | 3,138 | $474K |
| Delta Financial Group, Inc. | 0.11% | Add +0.3% | 3,007 | $470K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 3,108 | $469K |
| Sage Financial Group Inc. | 0.04% | Add +3.6% | 3,108 | $469K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -25.8% | 3,099 | $468K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 3,082 | $465K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 3,048 | $460K |
| Key Financial Inc | 0.10% | Add +0.7% | 3,042 | $459K |
| Colonial Trust Co / SC | 0.07% | Reduce -1.1% | 3,030 | $458K |
| Fiduciary Alliance LLC | 0.04% | New | 3,017 | $456K |
| Riverbend Wealth Management, LLC | 0.41% | No change | 3,000 | $453K |
| Keudell/Morrison Wealth Management | 0.11% | No change | 3,000 | $453K |
| Ancora Advisors LLC | 0.01% | Reduce -1.1% | 2,998 | $453K |
| Monograph Wealth Advisors, LLC | 0.06% | Reduce -2.0% | 2,994 | $452K |
| Castle Wealth Management LLC | 0.18% | Add +0.0% | 2,986 | $451K |
| Premier Path Wealth Partners, LLC | 0.07% | Reduce -5.6% | 2,974 | $449K |
| Cahaba Wealth Management, Inc. | 0.04% | Reduce -2.6% | 2,970 | $448K |
| Principal Securities, Inc. | 0.01% | No change | 2,728 | $448K |
| Sage Capital Management, LLC | 0.24% | Add +0.3% | 2,961 | $447K |
| PFG Investments, LLC | 0.03% | Reduce -7.8% | 2,960 | $447K |
| Lanark Financial, Inc. | 0.04% | — | 2,958 | $446K |
| Broadview Financial Management, LLC | 0.33% | Reduce -0.0% | 2,949 | $445K |
| St. Clair Advisors, LLC | 0.12% | No change | 2,941 | $444K |
| Gator Capital Management, LLC | 0.17% | Reduce -16.6% | 2,915 | $440K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 2,892 | $437K |
| Steel Grove Capital Advisors, LLC | 0.07% | No change | 2,884 | $435K |
| Davidson Trust Co. | 0.21% | Add +3.2% | 2,860 | $432K |
| Embree Financial Group | 0.07% | Reduce -1.3% | 2,856 | $431K |
| Cannell & Spears LLC | 0.01% | Reduce -1.4% | 2,847 | $430K |
| Evermay Wealth Management LLC | 0.06% | No change | 2,841 | $429K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +10.9% | 2,836 | $428K |
| Cibc World Market Inc. | 0.00% | Add +0.4% | 2,826 | $427K |
| Chemung Canal Trust Co. | 0.09% | Reduce -6.2% | 2,824 | $426K |
| Berkeley, Inc | 0.20% | Reduce -6.1% | 2,817 | $425K |
| Catalyst Financial Partners LLC | 0.08% | No change | 2,806 | $424K |
| Total Clarity Wealth Management, Inc. | 0.14% | No change | 2,576 | $423K |
| SummitTX Capital, L.P. | 0.02% | — | 2,800 | $423K |
| Spire Wealth Management | 0.01% | Reduce -0.7% | 2,774 | $419K |
| Cadence Bank | 0.03% | Reduce -4.7% | 2,765 | $417K |
| Brown Wealth Management, LLC | 0.14% | Add +11.6% | 2,764 | $417K |
| GWN Securities Inc. | 0.02% | New | 2,761 | $417K |
| Appleton Partners Inc. | 0.03% | Reduce -3.3% | 2,765 | $417K |
| NorthRock Partners, LLC | 0.01% | Reduce -11.1% | 2,746 | $415K |
| Creekside Partners | 0.22% | Add +0.1% | 2,726 | $412K |
| Paulson Wealth Management Inc. | 0.12% | No change | 2,714 | $410K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.4% | 2,713 | $410K |
| Tarbox Family Office, Inc. | 0.07% | No change | 2,699 | $408K |
| Capital Advantage, Inc. | 0.07% | No change | 2,482 | $407K |
| Keebeck Wealth Management | 0.06% | Reduce -9.1% | 2,694 | $407K |
| Assetmark, Inc. | 0.00% | Reduce -95.5% | 2,688 | $406K |
| Lutz Financial Services LLC | 0.03% | Reduce -23.7% | 2,684 | $405K |
| Empower Advisory Group, LLC | 0.00% | Add +1.0% | 2,665 | $402K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -4.4% | 2,741 | $400K |
| Paragon Capital Management Ltd | 0.08% | Add +0.2% | 2,641 | $399K |
| Triad Wealth Partners, LLC | 0.12% | Add +5.0% | 2,640 | $399K |
| Friday Financial | 0.24% | No change | 2,605 | $398K |
| Apella Capital, LLC | 0.01% | Reduce -11.3% | 2,800 | $397K |
| Stonebridge Financial Planning Group, LLC | 0.18% | Reduce -10.3% | 2,615 | $395K |
| Trust Point Inc. | 0.04% | No change | 2,611 | $394K |
| Apollon Wealth Management, LLC | 0.01% | Add +34.7% | 2,607 | $394K |
| First Western Trust Bank | 0.02% | Reduce -3.3% | 2,581 | $390K |
| Croban | 0.36% | Add +3.0% | 2,570 | $388K |
| Trust Co. of Vermont | 0.02% | Add +2.5% | 2,559 | $386K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -0.8% | 2,549 | $385K |
| Legacy Capital Group California, Inc. | 0.13% | Add +0.0% | 2,541 | $384K |
| Liberty Square Wealth Partners LLC | 0.14% | No change | 2,503 | $378K |
| Lion Street Advisors, LLC | 0.12% | Reduce -13.1% | 2,503 | $378K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,496 | $377K |
| WealthPLAN Partners, LLC | 0.05% | Add +8.8% | 2,494 | $377K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -1.0% | 2,483 | $375K |
| Aspen Grove Capital, LLC | 0.07% | Add +0.9% | 2,438 | $368K |
| Cary Street Partners Financial LLC | 0.01% | Add +2.6% | 2,433 | $367K |
| Clientfirst Wealth Management, LLC | 0.42% | Reduce -0.0% | 2,430 | $367K |
| Smith, Moore & Co. | 0.03% | Add +0.1% | 2,392 | $361K |
| LMG Wealth Partners, LLC | 0.08% | No change | 2,392 | $361K |
| Clear Investment Research, LLC | 0.48% | Add +1.9% | 2,385 | $360K |
| Emergent Wealth Advisors, LLC | 0.26% | Add +0.3% | 2,364 | $357K |
| Tyler-Stone Wealth Management | 0.06% | Add +29.4% | 2,362 | $357K |
| Truepoint, Inc. | 0.01% | Reduce -5.0% | 2,356 | $356K |
| Independent Financial Group, LLC | 0.01% | New | 2,355 | $356K |
| Baxter Bros Inc. | 0.05% | Reduce -1.1% | 2,350 | $355K |
| Capital Square, LLC | 0.20% | No change | 2,304 | $348K |
| LGT Financial Advisors LLC | 1.05% | Reduce -4.5% | 2,273 | $343K |
| CJM Wealth Advisers, Ltd. | 0.12% | Add +0.0% | 2,273 | $343K |
| Total Wealth Planning, LLC | 0.05% | No change | 2,268 | $342K |
| Russell Investments Group, Ltd. | 0.00% | Add +70.6% | 2,265 | $342K |
| Marotta Asset Management | 0.07% | Add +5.4% | 2,046 | $341K |
| American National Bank & Trust | 0.04% | Reduce -19.4% | 2,260 | $341K |
| Valley Forge Investment Consultants Inc. Adv | 0.12% | Add +0.3% | 2,239 | $338K |
| Well Done, LLC | 0.06% | No change | 2,057 | $338K |
| Flputnam Investment Management Co. | 0.01% | Reduce -16.6% | 2,199 | $332K |
| Fiducient Advisors LLC | 0.04% | Add +0.3% | 2,185 | $330K |
| N.E.W. Advisory Services LLC | 0.03% | Add +28.1% | 2,183 | $330K |
| BridgePort Financial Solutions, LLC | 0.15% | No change | 2,169 | $327K |
| Gries Financial LLC | 0.06% | Reduce -1.5% | 2,162 | $326K |
| Freestone Capital Holdings, LLC | 0.01% | Add +6.0% | 2,161 | $326K |
| StoneX Group Inc. | 0.02% | Add +9.8% | 2,149 | $324K |
| Elevation Wealth Partners, LLC | 0.14% | No change | 2,130 | $322K |
| St Germain D J Co. Inc. | 0.02% | Reduce -32.6% | 2,127 | $321K |
| Patten & Patten Inc. | 0.02% | Reduce -6.6% | 2,126 | $321K |
| GM Advisory Group, LLC | 0.02% | Reduce -26.1% | 2,117 | $320K |
| Red Lighthouse Investment Management, LLC | 0.13% | Add +4.3% | 2,008 | $319K |
| Howe & Rusling Inc. | 0.03% | No change | 2,108 | $318K |
| HUB Investment Partners, LLC | 0.01% | Reduce -0.2% | 2,106 | $318K |
| Certified Advisory Corp | 0.04% | No change | 2,077 | $314K |
| Aurelius Family Office LLC | 0.16% | Add +0.1% | 2,077 | $314K |
| Coastwise Capital Group, LLC | 0.26% | Reduce -32.4% | 2,073 | $313K |
| Diversified Trust Co. | 0.01% | Reduce -1.4% | 2,069 | $312K |
| Mather Group, Llc. | 0.00% | Add +12.0% | 2,063 | $311K |
| Tassel Capital Management, Inc. | 0.27% | Reduce -2.7% | 2,047 | $309K |
| Allen Investment Management, LLC | 0.00% | No change | 2,041 | $308K |
| Optimist Retirement Group LLC | 0.15% | Add +0.3% | 2,028 | $306K |
| Bremer Bank National Association | 0.05% | Add +0.1% | 2,024 | $306K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -1.9% | 2,016 | $304K |
| Skyline Advisors, Inc. | 0.12% | Add +0.3% | 2,012 | $304K |
| Steph & Co. | 0.11% | Add +4.6% | 2,010 | $303K |
| Diversified Enterprises, LLC | 0.03% | New | 2,008 | $303K |
| City National Bank of Florida | 0.27% | New | 2,000 | $302K |
| Regency Capital Management Inc.\DE | 0.18% | No change | 2,000 | $302K |
| Simplicity Wealth,LLC | 0.02% | New | 2,000 | $302K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -18.1% | 1,996 | $301K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -0.4% | 1,993 | $301K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.9% | 1,971 | $298K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -67.8% | 1,850 | $297K |
| Equitable Trust Co. | 0.02% | Add +26.5% | 1,957 | $295K |
| Kanawha Capital Management LLC | 0.02% | Add +56.5% | 1,956 | $295K |
| Evoke Wealth, LLC | 0.01% | No change | 1,951 | $295K |
| W Advisors, LLC | 0.18% | No change | 1,950 | $294K |
| McMill Wealth Management | 0.11% | Add +4.0% | 1,948 | $294K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 1,945 | $294K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -7.2% | 1,926 | $291K |
| Builder Investment Group Inc. | 0.08% | No change | 1,925 | $291K |
| Mgo One Seven LLC | 0.01% | Reduce -2.2% | 1,907 | $288K |
| Fort Point Capital Partners LLC | 0.03% | Reduce -5.0% | 1,907 | $288K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -30.6% | 1,904 | $287K |
| Bearing Point Capital, LLC | 0.06% | Add +5.3% | 1,878 | $284K |
| Cullen Capital Management, LLC | 0.00% | Reduce -26.2% | 1,873 | $283K |
| National Bank of Canada | 0.00% | Reduce -2.0% | 1,858 | $281K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -72.4% | 1,853 | $280K |
| Clarius Group, LLC | 0.02% | Add +45.9% | 1,852 | $280K |
| Chapin Davis, Inc. | 0.10% | No change | 1,851 | $279K |
| Wedgewood Investors Inc. | 0.33% | No change | 1,848 | $279K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 1,833 | $277K |
| Lake Street Private Wealth, LLC | 0.05% | Reduce -25.9% | 1,828 | $276K |
| Armstrong, Fleming & Moore, Inc | 0.33% | New | 1,823 | $275K |
| Three Bridge Wealth Advisors, LLC | 0.10% | No change | 1,820 | $275K |
| First Nebraska Trust Co | 0.03% | No change | 1,809 | $273K |
| Peak Asset Management, LLC | 0.05% | Reduce -0.9% | 1,805 | $273K |
| Financial Management Network Inc. | 0.06% | Reduce -9.5% | 1,995 | $270K |
| Glass Jacobson Investment Advisors llc | 0.09% | No change | 1,642 | $270K |
| AdvisorNet Financial, Inc | 0.02% | Add +1.0% | 1,781 | $269K |
| Graypoint LLC | 0.02% | Reduce -27.5% | 1,777 | $268K |
| Retirement Income Solutions, Inc. | 0.06% | Reduce -1.0% | 1,772 | $268K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 1,765 | $266K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 1,757 | $265K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.6% | 1,756 | $265K |
| Bordeaux Wealth Advisors LLC | 0.05% | No change | 1,750 | $264K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -75.0% | 1,727 | $261K |
| Leo Wealth, LLC | 0.04% | Reduce -12.7% | 1,719 | $260K |
| Certuity, LLC | 0.03% | Reduce -7.8% | 1,717 | $259K |
| Marshall Financial Group Inc. | 0.08% | Add +0.1% | 1,714 | $259K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.1% | 1,712 | $258K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 1,687 | $255K |
| Blankinship & Foster, LLC | 0.06% | No change | 1,677 | $253K |
| Oliver Luxxe Assets LLC | 0.05% | Reduce -21.1% | 1,667 | $252K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 1,665 | $251K |
| Verum Partners LLC | 0.07% | Add +0.2% | 1,665 | $251K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.2% | 1,659 | $250K |
| McNamara Financial Services, Inc. | 0.05% | Add +6.3% | 1,657 | $250K |
| West Michigan Advisors, LLC | 0.08% | Add +0.3% | 1,648 | $249K |
| Sapient Capital LLC | 0.00% | Reduce -1.4% | 1,637 | $247K |
| Mission Wealth Management, LP | 0.01% | Add +14.1% | 1,625 | $245K |
| Heritage Trust Co | 0.03% | Reduce -42.9% | 1,617 | $244K |
| Eight 31 Financial, LLC | 0.16% | No change | 1,611 | $243K |
| Nicolet Advisory Services, LLC | 0.02% | New | 1,788 | $243K |
| Investmark Advisory Group LLC | 0.12% | Add +0.2% | 1,610 | $243K |
| Fulton Bank, N.A. | 0.01% | No change | 1,606 | $242K |
| Quantinno Capital Management LP | 0.00% | Reduce -74.1% | 1,600 | $242K |
| Asset Dedication, LLC | 0.02% | Reduce -11.8% | 1,599 | $241K |
| DAVENPORT & Co LLC | 0.00% | Reduce -66.2% | 1,584 | $239K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,577 | $238K |
| TCTC Holdings, LLC | 0.01% | No change | 1,574 | $238K |
| LexAurum Advisors, LLC | 0.05% | No change | 1,571 | $237K |
| Larson Financial Group LLC | 0.01% | Add +0.5% | 1,570 | $237K |
| Cynosure Group, LLC | 0.03% | No change | 1,566 | $236K |
| Raffa Wealth Management, LLC | 0.05% | Add +0.3% | 1,562 | $236K |
| NDWM LLC | 0.23% | Reduce -33.9% | 1,561 | $236K |
| Atala Financial Inc | 0.17% | Reduce -4.8% | 1,560 | $236K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -1.3% | 1,556 | $235K |
| Alexander Randolph Advisory, Inc. | 0.23% | No change | 1,555 | $235K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Add +2.7% | 1,691 | $235K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 1,553 | $234K |
| Independence Bank of Kentucky | 0.04% | No change | 1,544 | $233K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,543 | $233K |
| Soltis Investment Advisors LLC | 0.02% | No change | 1,537 | $232K |
| Ellis Investment Partners, LLC | 0.05% | Add +0.3% | 1,536 | $232K |
| Advance Capital Management, Inc. | 0.01% | No change | 1,515 | $229K |
| Palacios Wealth Management, LLC | 0.17% | New | 1,157 | $228K |
| Oakworth Capital, Inc. | 0.02% | Add +0.9% | 1,509 | $228K |
| Valmark Advisers, Inc. | 0.00% | Add +0.8% | 1,509 | $228K |
| Elm Partners Management LLC | 0.01% | Reduce -12.1% | 1,508 | $228K |
| Union Savings Bank | 0.11% | No change | 1,501 | $227K |
| Midland Wealth Advisors, LLC | 0.01% | Reduce -33.2% | 1,500 | $226K |
| Compass Ion Advisors, LLC | 0.03% | Add +1.2% | 1,496 | $226K |
| 1834 Investment Advisors Co. | 0.03% | No change | 1,495 | $226K |
| Joel Isaacson & Co., LLC | 0.01% | Add +12.7% | 1,495 | $226K |
| Smartleaf Asset Management LLC | 0.02% | Add +351.1% | 1,484 | $224K |
| Fisher Asset Management | 0.00% | Reduce -24.3% | 1,477 | $223K |
| Shepherd Financial Partners LLC | 0.03% | No change | 1,465 | $221K |
| Scientech Research LLC | 0.06% | New | 1,456 | $220K |
| Northstar Group, Inc. | 0.04% | No change | 1,455 | $220K |
| Wingate Wealth Advisors, Inc. | 0.25% | Add +0.3% | 1,453 | $219K |
| Wedbush Securities Inc. | 0.01% | Reduce -12.7% | 1,444 | $218K |
| Keystone Wealth Services, LLC | 0.06% | No change | 1,442 | $218K |
| Live Oak Private Wealth LLC | 0.04% | No change | 1,438 | $217K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -0.9% | 1,438 | $217K |
| Lionshead Wealth Management, LLC | 0.23% | Reduce -49.1% | 1,436 | $217K |
| Gotham Asset Management | 0.00% | New | 1,433 | $216K |
| Matauro, LLC | 0.04% | Reduce -6.0% | 1,433 | $216K |
| Lindbrook Capital, LLC | 0.02% | No change | 1,430 | $216K |
| Romano Brothers and Company | 0.03% | Add +1.1% | 1,418 | $214K |
| Annandale Capital, LLC | 0.04% | No change | 1,408 | $213K |
| Chatham Capital Group, Inc. | 0.04% | Reduce -15.1% | 1,410 | $213K |
| Independent Advisor Alliance | 0.01% | Reduce -84.8% | 1,408 | $213K |
| Willis Investment Counsel | 0.01% | No change | 1,400 | $211K |
| Smith Salley Wealth Management | 0.01% | No change | 1,399 | $211K |
| Rothschild Wealth LLC | 0.06% | No change | 1,375 | $208K |
| Ledyard National Bank | 0.02% | Reduce -24.7% | 1,375 | $208K |
| Clark Asset Management, LLC | 0.03% | No change | 1,371 | $207K |
| CCG Wealth Management, LLC | 0.12% | New | 1,368 | $207K |
| Members Wealth LLC | 0.15% | Add +4.5% | 1,357 | $205K |
| IHT Wealth Management, LLC | 0.01% | Reduce -29.8% | 1,357 | $205K |
| NBT Bank, N.A. | 0.01% | Reduce -2.2% | 1,350 | $204K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | No change | 1,349 | $204K |
| Hollencrest Capital Management | 0.01% | No change | 1,335 | $202K |
| Saxon Interests, Inc. | 0.09% | Add +2.2% | 1,331 | $201K |
| Advisor Resource Council | 0.02% | New | 3,842 | $200K |
| Athena Investment Management | 0.12% | No change | 1,325 | $200K |
| Curio Wealth, LLC | 0.10% | New | 2 | $196K |
| HM Payson & Co. | 0.00% | Reduce -4.1% | 1,299 | $196K |
| FSC Wealth Advisors, LLC | 0.13% | Add +27.7% | 1,273 | $192K |
| S.A. Mason LLC | 0.10% | No change | 1,263 | $191K |
| EPG Wealth Management LLC | 0.05% | Add +23.2% | 1,244 | $188K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,234 | $186K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,220 | $184K |
| Rhumbline Advisers | 0.00% | Add +50.8% | 1,205 | $182K |
| Binnacle Investments Inc | 0.13% | — | 1,185 | $179K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -31.3% | 1,152 | $174K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 1,146 | $173K |
| Bessemer Group Inc. | 0.00% | Reduce -26.3% | 1,132 | $172K |
| Stephens Consulting, LLC | 0.04% | No change | 1,111 | $168K |
| Lazard Asset Management LLC | 0.00% | No change | 1,100 | $166K |
| Comprehensive Financial Planning, Inc. | 0.16% | Reduce -23.5% | 1,096 | $166K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.5% | 1,064 | $161K |
| Copia Wealth Management | 0.15% | Reduce -18.5% | 1,055 | $159K |
| Hilltop Holdings Inc. | 0.01% | New | 1,044 | $158K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 1,043 | $157K |
| Red Tortoise LLC | 0.08% | Add +0.3% | 1,039 | $157K |
| Rothschild Investment LLC | 0.01% | No change | 1,037 | $157K |
| Eastern Bank | 0.00% | Reduce -30.2% | 1,002 | $151K |
| Manchester Capital Management LLC | 0.02% | No change | 994 | $150K |
| City State Bank | 0.05% | No change | 939 | $142K |
| Rice Partnership, LLC | 0.03% | Add +150.1% | 938 | $142K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 925 | $140K |
| Westside Investment Management, Inc. | 0.03% | Add +7.9% | 905 | $137K |
| Versant Capital Management, Inc | 0.02% | No change | 856 | $129K |
| Hopwood Financial Services, Inc. | 0.10% | Reduce -66.6% | 855 | $129K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -11.0% | 904 | $129K |
| Addison Advisors LLC | 0.03% | No change | 826 | $125K |
| Topsail Wealth Management, LLC | 0.03% | Add +57.4% | 823 | $124K |
| 3Chopt Investment Partners, LLC | 0.03% | New | 818 | $124K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 750 | $123K |
| Pinney & Scofield, Inc. | 0.09% | No change | 810 | $122K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 807 | $122K |
| GAMMA Investing LLC | 0.01% | No change | 794 | $120K |
| SouthState Bank Corp | 0.01% | No change | 793 | $120K |
| WealthShield Partners, LLC | 0.01% | Reduce -1.7% | 772 | $117K |
| LRI Investments, LLC | 0.01% | No change | 758 | $114K |
| Grand Wealth Management, LLC | 0.06% | Reduce -12.3% | 756 | $114K |
| Thompson Investment Management, Inc. | 0.02% | Reduce -37.1% | 754 | $114K |
| Painted Porch Advisors LLC | 0.05% | No change | 725 | $109K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +15.1% | 717 | $108K |
| Atticus Wealth Management, LLC | 0.04% | Reduce -1.4% | 710 | $107K |
| Sage Mountain Advisors LLC | 0.01% | No change | 709 | $107K |
| JDM Financial Group LLC | 0.05% | No change | 685 | $103K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 660 | $100K |
| Grove Bank & Trust | 0.01% | No change | 659 | $99K |
| Smallwood Wealth Investment Management, LLC | 0.06% | New | 658 | $99K |
| Wealth Advisors of Tampa Bay, LLC | 0.04% | New | 657 | $99K |
| West Paces Advisors Inc. | 0.02% | No change | 650 | $98K |
| Navigoe, LLC | 0.08% | No change | 655 | $98K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 605 | $91K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -14.3% | 602 | $91K |
| Nvwm, LLC | 0.02% | No change | 600 | $91K |
| GeoWealth Management, LLC | 0.00% | No change | 585 | $88K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -6.7% | 575 | $87K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -10.1% | 573 | $87K |
| First United Bank & Trust | 0.03% | Reduce -11.1% | 570 | $86K |
| Kestra Investment Management, LLC | 0.00% | New | 558 | $84K |
| Atwood & Palmer Inc. | 0.01% | No change | 539 | $81K |
| Insight Inv LLC | 0.05% | No change | 527 | $80K |
| HWG Holdings LP | 0.03% | New | 515 | $78K |
| Balentine LLC | 0.00% | No change | 509 | $77K |
| Redmont Wealth Advisors LLC | 0.15% | Reduce -72.3% | 503 | $76K |
| Parkworth Wealth Management, Inc. | 0.06% | Add +0.4% | 496 | $75K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 489 | $74K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -12.6% | 479 | $72K |
| Windsor Advisory Group, LLC | 0.09% | No change | 474 | $72K |
| CNB Bank | 0.04% | No change | 471 | $71K |
| Trust Co | 0.01% | No change | 460 | $69K |
| Coston, McIsaac & Partners | 0.02% | No change | 459 | $69K |
| Hemington Wealth Management | 0.01% | Reduce -10.5% | 442 | $66K |
| MilWealth Group LLC | 0.02% | No change | 417 | $63K |
| Brooklyn Investment Group | 0.01% | Add +2.7% | 414 | $63K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 413 | $62K |
| Evensky & Katz LLC | 0.00% | Reduce -0.7% | 408 | $62K |
| Loomis Sayles & Co. L P | 0.00% | No change | 398 | $60K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.3% | 395 | $60K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 392 | $59K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -48.0% | 391 | $59K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 383 | $56K |
| Whipplewood Advisors, LLC | 0.03% | Reduce -88.9% | 39 | $53K |
| Olde Wealth Management, LLC | 0.02% | New | 346 | $52K |
| Ballast Advisors LLC | 0.02% | No change | 338 | $51K |
| Roble, Belko & Company, Inc | 0.01% | No change | 340 | $51K |
| Bangor Savings Bank | 0.00% | No change | 337 | $51K |
| S&T Bank | 0.02% | Reduce -2.6% | 335 | $51K |
| Headlands Technologies LLC | 0.01% | Reduce -46.7% | 334 | $50K |
| WPG Advisers, LLC | 0.05% | Reduce -21.7% | 325 | $49K |
| Marquette Asset Management, LLC | 0.01% | No change | 324 | $49K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 312 | $47K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -24.9% | 313 | $47K |
| Golden State Wealth Management, LLC | 0.01% | Add +6.2% | 307 | $46K |
| Centricity Wealth Management, LLC | 0.04% | No change | 300 | $45K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 300 | $45K |
| Biltmore Family Office, LLC | 0.01% | Add +13.3% | 298 | $45K |
| Roxbury Financial LLC | 0.04% | Add +133.1% | 275 | $44K |
| Alpine Bank Wealth Management | 0.01% | — | 293 | $44K |
| Redwood Park Advisors LLC | 0.04% | No change | 280 | $42K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 276 | $42K |
| United Community Bank | 0.02% | No change | 273 | $41K |
| Cloud Capital Management, LLC | 0.03% | — | 257 | $38K |
| Clearstead Trust, LLC | 0.01% | No change | 241 | $36K |
| Signaturefd, LLC | 0.00% | Reduce -68.8% | 235 | $35K |
| Ameriflex Group, Inc. | 0.01% | Reduce -16.3% | 232 | $35K |
| Archer Investment Corp | 0.01% | No change | 231 | $35K |
| Semmax Financial Advisors Inc. | 0.01% | Add +0.4% | 226 | $34K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 216 | $33K |
| TruNorth Capital Management, LLC | 0.01% | No change | 216 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +166.7% | 216 | $33K |
| Salomon & Ludwin, LLC | 0.00% | No change | 214 | $32K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +67.5% | 211 | $32K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 210 | $32K |
| Sound Income Strategies, LLC | 0.00% | No change | 210 | $32K |
| Pflug Koory, LLC | 0.02% | No change | 205 | $31K |
| CVA Family Office, LLC | 0.00% | No change | 204 | $31K |
| Avalon Trust Co | 0.00% | New | 200 | $30K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +138.6% | 198 | $30K |
| Tsfg, LLC | 0.01% | No change | 190 | $29K |
| 2UniFi Bank | 0.02% | No change | 180 | $29K |
| Optimum Investment Advisors | 0.01% | No change | 190 | $29K |
| Nalls Sherbakoff Group, LLC | 0.02% | — | 189 | $29K |
| Birchbrook, Inc. | 0.02% | No change | 189 | $29K |
| Tompkins Financial Corp. | 0.00% | No change | 175 | $26K |
| MCF Advisors LLC | 0.00% | No change | 163 | $25K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 161 | $24K |
| Barrett & Company, Inc. | 0.01% | No change | 159 | $24K |
| Hoese & Co LLP | 0.02% | No change | 158 | $24K |
| Perkins Coie Trust Co | 0.01% | No change | 155 | $23K |
| Hanson & Doremus Investment Management | 0.00% | No change | 151 | $23K |
| TrinityBridge Ltd | 0.00% | No change | 150 | $23K |
| Sittner & Nelson, LLC | 0.01% | No change | 151 | $23K |
| Wealth Preservation Advisors, LLC | 0.02% | — | 150 | $23K |
| Monetary Management Group Inc. | 0.01% | No change | 150 | $23K |
| Investors Research Corp | 0.00% | No change | 150 | $23K |
| DT Investment Partners, LLC | 0.00% | Reduce -33.3% | 150 | $23K |
| Salem Investment Counselors Inc. | 0.00% | No change | 147 | $22K |
| Horizon Bancorp Inc. | 0.01% | No change | 145 | $22K |
| Abound Wealth Management | 0.01% | No change | 145 | $22K |
| Promus Capital, LLC | 0.02% | No change | 139 | $21K |
| Main Street Group, LTD | 0.01% | No change | 132 | $20K |
| Armor Investment Advisors, LLC | 0.01% | No change | 130 | $20K |
| Pacifica Partners Inc. | 0.01% | No change | 137 | $20K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +162.5% | 126 | $19K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +79.4% | 113 | $17K |
| Richardson Financial Services Inc. | 0.01% | Add +12.6% | 107 | $16K |
| Pandora Wealth, Inc. | 0.01% | — | 107 | $16K |
| Darwin Wealth Management, LLC | 0.01% | No change | 95 | $16K |
| Park Square Financial Group, LLC | 0.01% | Reduce -45.4% | 100 | $15K |
| Horizons Wealth Management | 0.01% | No change | 100 | $15K |
| Crews Bank & Trust | 0.00% | Reduce -33.3% | 100 | $15K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $15K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -33.8% | 98 | $15K |
| Compass Planning Associates Inc | 0.01% | No change | 89 | $13K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 88 | $13K |
| Beacon Capital Management, LLC | 0.00% | Reduce -41.0% | 85 | $13K |
| Kings Path Partners LLC | 0.01% | No change | 85 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 84 | $13K |
| Morling Financial Advisors, LLC | 0.00% | No change | 78 | $12K |
| Fairman Group, LLC | 0.01% | No change | 71 | $12K |
| Milestone Investment Advisors LLC | 0.00% | No change | 76 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 70 | $11K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 67 | $10K |
| Sunbelt Securities, Inc. | 0.00% | Add +81.1% | 67 | $10K |
| Founders Capital Management | 0.01% | No change | 66 | $10K |
| Founders Financial Alliance, LLC | 0.00% | No change | 63 | $10K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -4.5% | 63 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 65 | $9K |
| Activest Wealth Management | 0.00% | No change | 57 | $9K |
| NWK Group, Inc. | 0.00% | No change | 57 | $9K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 56 | $8K |
| one8zero8, LLC | 0.00% | No change | 55 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 54 | $8K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 50 | $8K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 50 | $8K |
| Bfsg, LLC | 0.00% | New | 50 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 47 | $7K |
| Rossby Financial, LCC | 0.00% | New | 48 | $7K |
| Richardson Capital Management LLC | 0.00% | New | 45 | $7K |
| AlphaCore Capital LLC | 0.00% | New | 45 | $7K |
| GoalVest Advisory LLC | 0.00% | Reduce -40.3% | 43 | $6K |
| Twin Lakes Capital Management, LLC | 0.00% | New | 40 | $6K |
| 1 North Wealth Services LLC | 0.00% | New | 40 | $6K |
| 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 |
| Ascentis Wealth Management, LLC | 0.00% | New | 36 | $5K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 35 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 35 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 34 | $5K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 33 | $5K |
| Breakwater Investment Management | 0.00% | No change | 31 | $5K |
| Noble Wealth Management PBC | 0.00% | Reduce -46.4% | 30 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 29 | $4K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -62.7% | 28 | $4K |
| PrairieView Partners, LLC | 0.00% | No change | 31 | $4K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +150.0% | 25 | $4K |
| First Pacific Financial | 0.00% | New | 25 | $4K |
| Belmont Capital, LLC | 0.00% | No change | 25 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 24 | $4K |
| ORG Partners LLC | 0.00% | Reduce -63.2% | 21 | $3K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 19 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 17 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 16 | $2K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 16 | $2K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 14 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -90.3% | 12 | $2K |
| Kessler Investment Group, LLC | 0.00% | New | 13 | $2K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 13 | $2K |
| Quent Capital, LLC | 0.00% | No change | 11 | $2K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -42.1% | 11 | $2K |
| Provident Wealth Management, LLC | 0.00% | No change | 11 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 9 | $1K |
| Operose Advisors LLC | 0.00% | No change | 7 | $1K |
| Westend Capital Management, LLC | 0.00% | No change | 6 | $906 |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 5 | $821 |
| Concord Wealth Partners | 0.00% | No change | 5 | $794 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $612 |
| Transce3nd, LLC | 0.00% | Reduce -69.2% | 4 | $604 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $604 |
"% 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.