iShares Russell 2000 Value EIWNETF
13F holders, Q2 2025 (June 30)965holders −21
51new positions
63sold out
9famous investors
$157.81avg. 13F price*
At the end of Q2 2025, 965 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, down 21 from Q1 2025. 51 opened new positions and 63 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($781.5M) and Tiaa Trust, National Association ($421.5M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), John W. Rogers Jr. (0.0% of Ariel Investments's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 2000 Value E
- CUSIP
- 464287630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $34.6M |
| Exits | 63 | $446.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,668,740 shares bought and 5,814,692 shares sold, net −3,145,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 965 holders
| Bank of America Corp. | 0.09% | Add +6.7% | 6,753,830 | $1.1B |
| Morgan Stanley | 0.05% | Reduce -2.0% | 4,953,501 | $781.5M |
| Tiaa Trust, National Association | 1.10% | Reduce -6.0% | 2,672,631 | $421.5M |
| Jones Financial Companies LLLP | 0.27% | Add +7.6% | 2,217,882 | $349.7M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -2.2% | 2,043,754 | $322.4M |
| Vaughan Nelson Investment Management, L.P. | 1.91% | Add +4.5% | 1,290,410 | $203.6M |
| Goldman Sachs Group Inc. | 0.03% | Add +14.0% | 1,218,231 | $192.2M |
| D.A. Davidson & Co. | 1.32% | Add +4.4% | 1,184,451 | $186.9M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -6.3% | 1,123,339 | $177.2M |
| M&T Bank Corp | 0.55% | Reduce -3.5% | 1,012,549 | $159.7M |
| LPL Financial LLC | 0.05% | Add +1.8% | 1,003,975 | $158.4M |
| UBS Group AG | 0.03% | Reduce -10.1% | 972,092 | $153.4M |
| Wells Fargo & Company | 0.03% | Reduce -2.0% | 923,138 | $145.6M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -3.9% | 905,799 | $142.9M |
| Betterment LLC | 0.25% | Reduce -5.8% | 748,283 | $118.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +5.1% | 707,190 | $111.6M |
| Cassaday & Co Wealth Management LLC | 2.44% | Add +1.4% | 616,743 | $97.3M |
| Pacific Life Fund Advisors LLC | 10.13% | Add +19.5% | 599,286 | $94.5M |
| Northern Trust Corp. | 0.01% | Reduce -8.5% | 559,205 | $88.2M |
| Royal Bank of Canada | 0.02% | Add +1.0% | 551,372 | $87.0M |
| JPMorgan Chase & Co. | 0.01% | Add +9.9% | 523,276 | $82.6M |
| BNP Paribas Financial Markets | 0.06% | Add +99.4% | 508,278 | $80.2M |
| Pathstone Holdings, LLC | 0.25% | Add +42.1% | 404,518 | $63.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -25.0% | 394,018 | $62.2M |
| Badgley Phelps Wealth Managers, LLC | 1.29% | Add +2.7% | 369,883 | $58.4M |
| Commerce Bank | 0.33% | Add +2.0% | 350,045 | $55.2M |
| Jasper Ridge Partners, L.P. | 1.27% | Reduce -7.2% | 321,684 | $50.7M |
| Victory Capital Management Inc. | 0.03% | Add +3.6% | 315,415 | $49.8M |
| Whittier Trust Co. | 0.58% | Reduce -4.8% | 307,192 | $48.5M |
| Stephens Group Asset Management, LLC | 3.40% | Add +11.9% | 299,683 | $47.3M |
| Sei Investments Co. | 0.05% | Add +17.5% | 285,170 | $45.0M |
| Atom Investors LP | 3.93% | Add +16.7% | 281,171 | $44.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +3.1% | 260,176 | $42.9M |
| Zions Bancorporation, National Association | 2.28% | Add +2421.9% | 269,486 | $42.5M |
| AMG National Trust Bank | 1.11% | Reduce -4.2% | 266,461 | $42.0M |
| MAI Capital Management | 0.28% | Add +0.0% | 257,179 | $40.6M |
| Choreo, LLC | 0.52% | Add +2.5% | 236,711 | $37.3M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +0.7% | 236,638 | $37.3M |
| Cetera Investment Advisers | 0.06% | Add +2.6% | 235,758 | $37.2M |
| Natixis Advisors, LLC | 0.06% | Add +3.5% | 230,606 | $36.4M |
| Comprehensive Financial Management LLC | 1.01% | No change | 230,481 | $36.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.0% | 221,460 | $34.9M |
| Brown Advisory Inc. | 0.05% | Add +28.5% | 220,783 | $34.8M |
| Waldron Private Wealth LLC | 1.51% | Reduce -1.2% | 219,355 | $34.6M |
| Ameriprise Financial Inc. | 0.01% | Add +2.3% | 219,913 | $34.5M |
| Wilmington Savings Fund Society, FSB | 0.57% | Add +0.0% | 204,437 | $32.3M |
| Facet Wealth, Inc. | 0.72% | Reduce -14.4% | 196,866 | $31.6M |
| Focus Partners Wealth | 0.07% | Add +0.1% | 197,505 | $31.2M |
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 175,686 | $27.7M |
| US Bancorp \de | 0.03% | Reduce -54.1% | 174,472 | $27.5M |
| Whittier Trust Co. of Nevada Inc. | 0.61% | Reduce -3.9% | 170,671 | $26.9M |
| Mariner, LLC | 0.04% | Reduce -5.2% | 163,070 | $25.7M |
| WoodTrust Financial Corp | 3.22% | Reduce -1.4% | 160,669 | $25.3M |
| Bank of Montreal | 0.01% | Reduce -1.5% | 153,838 | $24.3M |
| Courier Capital LLC | 1.43% | Add +1.1% | 149,080 | $23.5M |
| Truist Financial Corp. | 0.03% | Reduce -18.3% | 148,989 | $23.5M |
| Johnson Investment Counsel Inc. | 0.20% | Reduce -0.8% | 144,227 | $22.8M |
| Wellington Management Group LLP | 0.00% | Reduce -72.1% | 143,073 | $22.6M |
| Modera Wealth Management, LLC | 0.27% | Reduce -3.9% | 138,620 | $21.9M |
| Janus Henderson Group PLC | 0.01% | Reduce -1.6% | 135,787 | $21.4M |
| Corient Private Wealth LP | 0.03% | Reduce -34.4% | 133,480 | $21.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -26.6% | 132,857 | $21.0M |
| Citadel Advisors | 0.02% | Reduce -23.9% | 132,244 | $20.9M |
| Leeward Investments, LLC - MA | 1.10% | Reduce -3.4% | 131,568 | $20.8M |
| Comerica Bank | 0.08% | Add +2.5% | 129,501 | $20.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.3% | 129,491 | $20.4M |
| Captrust Financial Advisors | 0.05% | Add +54.3% | 129,235 | $20.4M |
| Pure Financial Advisors, LLC | 0.36% | Add +37.9% | 129,107 | $20.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +3.5% | 123,376 | $19.5M |
| Susquehanna International Group, LLP | 0.03% | Add +46.9% | 118,026 | $18.6M |
| Powell Investment Advisors, LLC | 6.82% | Add +18.3% | 115,109 | $18.2M |
| Calamos Advisors LLC | 0.11% | No change | 113,214 | $17.9M |
| Cerity Partners LLC | 0.03% | Add +1.4% | 109,152 | $17.2M |
| Zhang Financial LLC | 0.76% | Add +1.7% | 105,009 | $16.6M |
| FMR LLC | 0.00% | Reduce -36.0% | 103,031 | $16.3M |
| Citigroup Inc. | 0.01% | Reduce -55.7% | 102,853 | $16.2M |
| AQR Capital Management | 0.01% | Add +0.2% | 99,447 | $15.7M |
| Flow Traders U.S. LLC | 0.57% | Add +81.8% | 97,860 | $15.4M |
| Elite Financial, Inc. | 7.55% | Reduce -4.0% | 95,946 | $15.3M |
| Fiduciary Trust Co | 0.18% | Reduce -10.5% | 94,188 | $14.9M |
| Alliancebernstein L.P. | 0.00% | Add +1.0% | 90,630 | $14.3M |
| Silvercrest Asset Management Group LLC | 0.10% | Add +27.4% | 90,168 | $14.2M |
| Synovus Financial Corp. | 0.17% | Reduce -0.8% | 87,826 | $13.9M |
| Baird Financial Group, Inc. | 0.02% | Add +2.3% | 87,760 | $13.8M |
| Fifth Third Bancorp | 0.05% | Reduce -4.5% | 86,281 | $13.6M |
| Savant Capital, LLC | 0.10% | Reduce -4.0% | 85,275 | $13.5M |
| Aspiriant, LLC | 0.43% | Reduce -1.1% | 84,961 | $13.4M |
| Creative Planning | 0.01% | Add +11.2% | 83,865 | $13.2M |
| Moneta Group Investment Advisors LLC | 0.15% | Reduce -12.1% | 81,140 | $12.8M |
| Waverly Advisors, LLC | 0.14% | Reduce -7.7% | 81,121 | $12.8M |
| Osaic Holdings, Inc. | 0.02% | Add +14.1% | 81,035 | $12.8M |
| Thompson Siegel & Walmsley LLC | 0.21% | Reduce -9.0% | 78,412 | $12.4M |
| Royce & Associates LP | 0.13% | Add +3.3% | 77,696 | $12.3M |
| Shapiro Capital Management LLC | 0.52% | Reduce -21.7% | 75,055 | $11.8M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -2.0% | 74,917 | $11.8M |
| CHURCHILL MANAGEMENT Corp | 0.13% | Reduce -0.6% | 74,794 | $11.8M |
| Hillcrest Wealth Advisors - NY, LLC | 5.44% | Reduce -1.9% | 73,280 | $11.6M |
| NorthCoast Asset Management LLC | 0.05% | Add +7.5% | 69,138 | $10.9M |
| Allworth Financial LP | 0.05% | Reduce -2.6% | 67,245 | $10.6M |
| Bailard, Inc. | 0.25% | Reduce -0.2% | 66,666 | $10.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.2% | 64,045 | $10.1M |
| Sonata Capital Group Inc. | 3.95% | Reduce -2.6% | 62,737 | $9.9M |
| LBJ Family Wealth Advisors, Ltd. | 5.74% | Add +0.3% | 62,562 | $9.9M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -12.6% | 62,532 | $9.9M |
| Harbor Investment Advisory, LLC | 0.87% | Reduce -0.3% | 61,632 | $9.7M |
| CW Advisors, LLC | 0.09% | Add +55.1% | 60,935 | $9.6M |
| FSA Wealth Management LLC | 3.73% | Add +2.1% | 60,646 | $9.6M |
| Stifel Financial Corp. | 0.01% | Add +7.7% | 60,357 | $9.5M |
| Glenmede Investment Management, LP | 0.05% | — | 60,076 | $9.5M |
| RTD Financial Advisors, Inc. | 1.17% | Reduce -1.6% | 57,861 | $9.1M |
| Keybank National Association | 0.03% | Reduce -1.7% | 57,835 | $9.1M |
| Franklin Resources Inc. | 0.00% | Reduce -6.0% | 57,256 | $9.0M |
| Blair William & Co. | 0.02% | Add +5.0% | 55,949 | $8.8M |
| Prudential Financial Inc. | 0.01% | Add +8.6% | 55,857 | $8.8M |
| Tower Research Capital LLC (TRC) | 0.23% | Reduce -19.4% | 54,895 | $8.7M |
| TD Waterhouse Canada Inc. | 0.06% | Add +16.1% | 53,582 | $8.6M |
| First Horizon Advisors, Inc. | 0.22% | Reduce -6.1% | 54,450 | $8.6M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Reduce -2.0% | 53,975 | $8.5M |
| Stephens Inc. | 0.12% | Add +2.5% | 53,192 | $8.4M |
| Ieq Capital, LLC | 0.05% | Reduce -3.8% | 52,970 | $8.4M |
| Performa Ltd (US), LLC | 2.50% | Add +12.8% | 52,499 | $8.3M |
| Marion Wealth Management | 2.04% | Add +4.3% | 51,656 | $8.1M |
| One Capital Management, LLC | 0.28% | Add +8.7% | 50,481 | $8.0M |
| Barclays PLC | 0.00% | Reduce -53.7% | 49,942 | $7.9M |
| HSBC Holdings PLC | 0.01% | Reduce -8.0% | 49,746 | $7.8M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -4.8% | 48,596 | $7.7M |
| TD Asset Management Inc | 0.01% | Add +21.1% | 46,768 | $7.4M |
| Covenant Partners, LLC | 2.15% | Reduce -25.5% | 45,750 | $7.2M |
| Kestra Advisory Services, LLC | 0.04% | Add +5.8% | 45,567 | $7.2M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -0.5% | 45,363 | $7.2M |
| Viewpoint Capital Management LLC | 3.51% | Reduce -0.5% | 45,362 | $7.2M |
| Cresset Asset Management, LLC | 0.04% | Add +7.0% | 45,258 | $7.1M |
| Tudor Investment Corporation | 0.05% | New | 43,650 | $6.9M |
| GTS Securities LLC | 0.30% | Reduce -29.9% | 42,813 | $6.8M |
| Corundum Group, Inc. | 2.98% | Add +4.3% | 42,783 | $6.7M |
| HB Wealth Management, LLC | 0.05% | Add +0.9% | 42,409 | $6.7M |
| Avantax Advisory Services, Inc. | 0.04% | Add +44.8% | 40,861 | $6.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.6% | 39,682 | $6.3M |
| Hancock Whitney Corp. | 0.12% | Add +10.1% | 38,821 | $6.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +13.9% | 38,722 | $6.1M |
| United Asset Strategies, Inc. | 0.52% | Add +43.3% | 38,721 | $6.1M |
| CM Wealth Advisors LLC | 1.79% | Reduce -2.1% | 38,480 | $6.1M |
| Idaho Trust Co | 2.12% | Add +8.2% | 37,553 | $5.9M |
| Aristotle Capital Boston, LLC | 0.30% | Reduce -1.8% | 37,045 | $5.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -71.1% | 36,797 | $5.8M |
| Oldfather Financial Services, LLC | 1.98% | Add +4.9% | 36,528 | $5.8M |
| LWM Advisors Inc. | 6.40% | Reduce -1.0% | 36,227 | $5.7M |
| Summit Financial, LLC | 0.13% | Reduce -12.1% | 35,890 | $5.7M |
| Cwm, LLC | 0.02% | Add +6.4% | 34,847 | $5.5M |
| Independent Family Office, LLC | 2.51% | Reduce -2.0% | 34,285 | $5.4M |
| Avantax Planning Partners, Inc. | 0.17% | Reduce -1.3% | 33,398 | $5.3M |
| Brooklyn FI, LLC | 1.35% | Add +7.7% | 33,358 | $5.3M |
| Venture Visionary Partners LLC | 0.20% | Reduce -0.4% | 33,233 | $5.2M |
| Droms Strauss Advisors Inc. /Mo/ | 1.58% | Add +16.6% | 32,568 | $5.1M |
| Boston Partners | 0.01% | Add +4.1% | 32,257 | $5.1M |
| McLean Asset Management Corp | 1.30% | Add +7.1% | 30,150 | $4.9M |
| XML Financial, LLC | 0.43% | Add +5.0% | 31,275 | $4.9M |
| Wesbanco Bank Inc. | 0.15% | Reduce -2.7% | 31,246 | $4.9M |
| Brookstone Capital Management | 0.06% | Reduce -8.3% | 31,083 | $4.9M |
| Titleist Asset Management, LLC | 0.49% | Add +10.1% | 31,032 | $4.9M |
| Harbor Capital Advisors, Inc. | 0.20% | Reduce -36.0% | 30,585 | $4.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.52% | Add +0.4% | 30,276 | $4.8M |
| Sentinel Wealth Management, Inc. | 4.43% | — | 29,888 | $4.7M |
| Segall Bryant & Hamill, LLC | 0.07% | Add +3.8% | 29,867 | $4.7M |
| MML Investors Services, LLC | 0.01% | Reduce -9.5% | 29,807 | $4.7M |
| Harbour Investments, Inc. | 0.12% | Add +0.8% | 29,241 | $4.6M |
| Mullaney, Keating & Wright, Inc. | 3.00% | Add +1.9% | 29,073 | $4.6M |
| Earnest Partners LLC | 0.02% | Reduce -13.4% | 28,653 | $4.5M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Reduce -33.0% | 28,475 | $4.5M |
| Integrated Investment Consultants, LLC | 0.88% | Add +40.3% | 28,319 | $4.5M |
| InvesTrust | 1.71% | Add +0.2% | 28,076 | $4.4M |
| Foundation Wealth Management, LLC | 3.02% | Add +23.4% | 27,468 | $4.3M |
| Oxford Financial Group, LTD. LLC | 0.25% | Reduce -1.5% | 27,174 | $4.3M |
| Lido Advisors, LLC | 0.02% | Add +90.8% | 26,855 | $4.2M |
| Stevens Capital Partners | 1.45% | Add +5.3% | 25,150 | $4.1M |
| Tocqueville Asset Management L.P. | 0.06% | No change | 25,612 | $4.0M |
| SVB Wealth LLC | 0.22% | New | 25,535 | $4.0M |
| Noble Family Wealth, LLC | 0.98% | Reduce -3.4% | 25,533 | $4.0M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -0.2% | 25,380 | $4.0M |
| Brandywine Global Investment Management, LLC | 0.03% | New | 25,080 | $4.0M |
| Whitegate Investment Counselors, Inc. | 1.32% | Reduce -7.9% | 24,619 | $3.9M |
| Bokf, NA | 0.06% | Reduce -1.8% | 24,604 | $3.9M |
| Twin Tree Management, LP | 0.09% | Reduce -52.3% | 23,825 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +2.2% | 23,764 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.0% | 23,635 | $3.7M |
| Interactive Financial Advisors, Inc. | 1.82% | Reduce -0.9% | 23,637 | $3.7M |
| Parkside Financial Bank & Trust | 0.40% | Reduce -2.1% | 23,490 | $3.7M |
| City Holding Co. | 0.48% | Reduce -0.1% | 23,230 | $3.7M |
| Foundation Wealth Management, LLC\PA | 1.58% | No change | 23,087 | $3.6M |
| Sierra Capital LLC | 0.41% | Reduce -10.3% | 22,482 | $3.5M |
| Bare Financial Services, Inc | 1.18% | Reduce -8.3% | 22,199 | $3.5M |
| Bishop & Co Investment Management, LLC | 1.23% | Add +7.9% | 21,756 | $3.4M |
| Ariel Investments | 0.04% | Reduce -47.1% | 21,467 | $3.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -5.7% | 21,360 | $3.4M |
| Northwest Wealth Management, LLC | 0.59% | Reduce -0.1% | 20,676 | $3.3M |
| Atlas Brown,Inc. | 1.05% | Add +0.0% | 20,635 | $3.3M |
| Bridges Investment Management Inc. | 0.04% | No change | 20,632 | $3.3M |
| Tobias Financial Advisors, Inc. | 0.55% | Add +9.5% | 20,348 | $3.2M |
| Texas Yale Capital Corp. | 0.10% | Reduce -0.8% | 19,896 | $3.1M |
| Prosperity Planning, Inc. | 1.26% | Add +1.1% | 19,815 | $3.1M |
| Geneos Wealth Management Inc. | 0.07% | Add +8.3% | 19,186 | $3.0M |
| Mill Creek Capital Advisors, LLC | 0.07% | No change | 18,881 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -23.0% | 18,506 | $2.9M |
| Visionary Wealth Advisors | 0.15% | Reduce -1.0% | 18,276 | $2.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -16.4% | 17,997 | $2.8M |
| Brady Martz Wealth Solutions, LLC | 0.55% | Add +0.2% | 17,902 | $2.8M |
| Azarias Capital Management, L.P. | 1.28% | New | 17,897 | $2.8M |
| GHP Investment Advisors, Inc. | 0.12% | Reduce -2.7% | 17,676 | $2.8M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -11.2% | 17,355 | $2.7M |
| Investment Partners, LTD. | 1.03% | Add +5.9% | 17,286 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -16.9% | 17,010 | $2.7M |
| Midwest Trust Co | 0.04% | — | 16,981 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +3.5% | 16,802 | $2.7M |
| Clearstead Advisors, LLC | 0.04% | Add +11.4% | 16,790 | $2.6M |
| CreativeOne Wealth, LLC | 0.07% | Add +19.3% | 16,435 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +3.4% | 16,430 | $2.6M |
| Finley Financial, LLC | 1.28% | Reduce -1.8% | 16,120 | $2.5M |
| Northeast Financial Consultants Inc | 0.10% | Add +0.1% | 16,106 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.7% | 15,529 | $2.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -7.8% | 15,483 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -18.6% | 15,443 | $2.4M |
| Asset Management Group, Inc. | 0.42% | Add +0.4% | 15,409 | $2.4M |
| Sterling Capital Management LLC | 0.03% | Add +8.0% | 15,393 | $2.4M |
| Wealth Architects, LLC | 0.24% | No change | 15,055 | $2.4M |
| Weinberger Asset Management, Inc | 0.90% | Reduce -8.2% | 14,709 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -1.0% | 14,239 | $2.2M |
| Vance Wealth, LLC | 0.75% | Reduce -29.0% | 14,128 | $2.2M |
| Country Club Bank | 0.14% | Reduce -2.5% | 14,031 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -1.2% | 13,998 | $2.2M |
| Wealthfront Advisers LLC | 0.01% | Reduce -16.8% | 13,915 | $2.2M |
| Falcon Wealth Planning | 0.22% | Reduce -4.4% | 13,900 | $2.2M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -3.6% | 13,883 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -4.6% | 13,828 | $2.2M |
| Toronto Dominion Bank | 0.00% | Add +39.7% | 13,724 | $2.2M |
| Regions Financial Corp. | 0.01% | Reduce -2.5% | 13,667 | $2.2M |
| Fifth Third Securities, Inc. | 0.16% | Add +3.5% | 13,551 | $2.1M |
| Alamar Capital Management, LLC | 1.15% | Add +4.3% | 13,425 | $2.1M |
| McAdam, LLC | 0.12% | Add +33.1% | 13,334 | $2.1M |
| Hardy Reed LLC | 0.17% | Reduce -3.0% | 13,312 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.11% | No change | 13,283 | $2.1M |
| Global Retirement Partners, LLC | 0.05% | — | 12,943 | $2.0M |
| Klingman & Associates, LLC | 0.11% | No change | 12,942 | $2.0M |
| Washington Trust Bank | 0.17% | No change | 12,803 | $2.0M |
| First Foundation Advisors | 0.07% | Add +87.1% | 12,663 | $2.0M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +7.0% | 12,659 | $2.0M |
| Tradition Wealth Management, LLC | 0.16% | Reduce -0.4% | 12,507 | $2.0M |
| Allegheny Financial Group | 0.43% | Add +44.4% | 12,302 | $1.9M |
| Calydon Capital | 0.19% | Add +100.9% | 12,280 | $1.9M |
| ARK & TLK Investments, LLC | 0.62% | Add +0.1% | 12,250 | $1.9M |
| Towerpoint Wealth, LLC | 0.85% | Add +6.6% | 12,212 | $1.9M |
| BHK Investment Advisors, LLC | 0.74% | Add +2.0% | 12,037 | $1.9M |
| Fortis Group Advisors, LLC | 0.34% | Reduce -41.4% | 11,837 | $1.9M |
| Farmers & Merchants Investments Inc. | 0.05% | No change | 11,858 | $1.9M |
| SkyOak Wealth, LLC | 0.37% | Reduce -1.0% | 11,757 | $1.9M |
| Mb, Levis & Associates, LLC | 0.81% | Reduce -1.2% | 11,715 | $1.8M |
| Peloton Wealth Strategists | 0.73% | Add +7.9% | 11,274 | $1.8M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 11,237 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +10.8% | 11,034 | $1.8M |
| FAS Wealth Partners, Inc. | 0.13% | Add +4.1% | 11,115 | $1.8M |
| Roundview Capital LLC | 0.12% | Reduce -1.0% | 11,061 | $1.7M |
| Quadrant Capital Group LLC | 0.06% | No change | 10,942 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -0.4% | 10,915 | $1.7M |
| TFB Advisors LLC | 0.45% | Reduce -0.2% | 10,860 | $1.7M |
| Penobscot Investment Management Company, Inc. | 0.15% | Reduce -7.1% | 10,838 | $1.7M |
| Capstone Investment Advisors, LLC | 0.02% | Add +28.7% | 10,763 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -19.4% | 10,594 | $1.7M |
| Wealth Dimensions Group, Ltd. | 0.37% | Reduce -4.7% | 10,555 | $1.7M |
| JMG Financial Group, Ltd. | 0.05% | Add +176.8% | 10,526 | $1.7M |
| Checchi Capital Advisers, LLC | 0.12% | Reduce -36.2% | 10,479 | $1.7M |
| Sageworth Trust Co | 0.09% | New | 10,422 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +571.9% | 10,368 | $1.6M |
| Modern Wealth Management, LLC | 0.04% | Add +5.1% | 10,330 | $1.6M |
| American Financial Advisors, LLC | 0.23% | Add +0.8% | 10,328 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.43% | Add +13.6% | 10,292 | $1.6M |
| Blue Trust, Inc. | 0.02% | Add +12.0% | 10,247 | $1.6M |
| Windward Private Wealth Management Inc. | 0.57% | Reduce -4.2% | 10,041 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.8% | 9,897 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Reduce -69.7% | 9,884 | $1.6M |
| Merit Financial Group, LLC | 0.02% | Add +20.6% | 9,778 | $1.5M |
| Total Wealth Planning, LLC | 0.19% | Add +330.1% | 9,754 | $1.5M |
| Nwam LLC | 0.09% | Add +6.9% | 9,723 | $1.5M |
| Legacy Edge Advisors, LLC | 0.20% | Reduce -8.0% | 9,537 | $1.5M |
| Empowered Funds, LLC | 0.02% | New | 9,461 | $1.5M |
| Fidelis Capital Partners, LLC | 0.14% | Reduce -1.9% | 9,259 | $1.5M |
| Legacy Bridge, LLC | 0.71% | Reduce -3.1% | 9,430 | $1.5M |
| MV Capital Management, Inc. | 0.15% | Reduce -10.6% | 9,319 | $1.5M |
| Wealth Advisory Solutions, LLC | 0.37% | Add +4.7% | 9,293 | $1.5M |
| Lowery Thomas, LLC | 0.94% | Reduce -3.2% | 9,288 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | Add +36.5% | 9,208 | $1.5M |
| Cozad Asset Management Inc. | 0.13% | Add +5.5% | 9,103 | $1.4M |
| &partners | 0.01% | Reduce -6.3% | 9,093 | $1.4M |
| Quantbot Technologies LP | 0.04% | Add +99.0% | 9,049 | $1.4M |
| Graves Light Lenhart Wealth, Inc. | 0.17% | Reduce -13.7% | 9,038 | $1.4M |
| Berkshire Asset Management LLC | 0.06% | No change | 9,036 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.6% | 8,940 | $1.4M |
| New South Capital Management Inc. | 0.07% | Add +45.0% | 8,910 | $1.4M |
| Public Employees Retirement System of Ohio | 0.00% | Add +45.0% | 8,910 | $1.4M |
| Systematic Financial Management LP | 0.04% | Add +9.1% | 8,800 | $1.4M |
| WealthPlan Investment Management, LLC | 0.10% | Add +3.6% | 8,724 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +16.0% | 8,722 | $1.4M |
| Pointe Capital Management LLC | 0.71% | Add +12.4% | 8,666 | $1.4M |
| Cornerstone Wealth Advisors, Inc. | 0.35% | Reduce -8.5% | 8,609 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.06% | Reduce -33.3% | 8,596 | $1.4M |
| Sterling Financial Group, Inc. | 0.45% | No change | 8,545 | $1.3M |
| Relyea Zuckerberg Hanson LLC | 0.16% | Add +0.6% | 8,525 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.1% | 8,493 | $1.3M |
| St. Louis Trust Co | 0.18% | No change | 8,485 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.6% | 8,407 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Reduce -77.3% | 8,392 | $1.3M |
| Mma Asset Management LLC | 0.51% | Reduce -73.9% | 8,352 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -0.9% | 8,329 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -2.0% | 8,321 | $1.3M |
| Luts & Greenleigh Group, Inc. | 1.25% | Add +12.1% | 8,280 | $1.3M |
| Squire Investment Management Company, LLC | 0.48% | No change | 8,216 | $1.3M |
| Stordahl Capital Management, Inc. | 0.29% | Reduce -19.0% | 8,210 | $1.3M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -13.7% | 8,079 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -0.1% | 8,002 | $1.3M |
| Argent Trust Co | 0.05% | Reduce -2.0% | 7,984 | $1.3M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 7,973 | $1.3M |
| Future Fund LLC | 0.56% | New | 7,954 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -4.6% | 7,931 | $1.3M |
| Two Sigma Securities, LLC | 0.15% | Reduce -46.5% | 7,914 | $1.2M |
| Frederick Financial Consultants, LLC | 0.77% | Reduce -0.6% | 7,838 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.69% | No change | 8,185 | $1.2M |
| Altiora Financial Group, LLC | 0.24% | Reduce -8.6% | 7,831 | $1.2M |
| Harbour Capital Advisors, LLC | 0.26% | Reduce -0.8% | 7,535 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.3% | 7,745 | $1.2M |
| Exencial Wealth Advisors, LLC | 0.04% | Add +1.8% | 7,725 | $1.2M |
| Morris Financial Concepts, Inc. | 0.47% | Add +0.2% | 7,504 | $1.2M |
| Anchor Capital Advisors LLC | 0.03% | Add +17.8% | 7,488 | $1.2M |
| Veery Capital, LLC | 0.41% | Add +3.2% | 7,477 | $1.2M |
| Atlas Capital Advisors Inc. | 0.14% | Reduce -49.5% | 7,469 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -13.2% | 7,441 | $1.2M |
| Atlantic Union Bankshares Corp | 0.03% | New | 7,420 | $1.2M |
| SilverOak Wealth Management LLC | 0.22% | No change | 7,411 | $1.2M |
| UMB Bank, n.a. | 0.02% | Reduce -13.7% | 7,291 | $1.2M |
| Pittenger & Anderson Inc. | 0.04% | No change | 7,125 | $1.1M |
| Performance Wealth Partners, LLC | 0.04% | Add +6.4% | 7,057 | $1.1M |
| 626 Financial, LLC | 0.52% | Add +0.8% | 7,024 | $1.1M |
| Paces Ferry Wealth Advisors, LLC | 0.51% | No change | 7,015 | $1.1M |
| Eukles Asset Management | 0.45% | Reduce -2.8% | 6,972 | $1.1M |
| Renaissance Technologies | 0.00% | New | 6,900 | $1.1M |
| Cobblestone Capital Advisors LLC | 0.06% | No change | 6,850 | $1.1M |
| LMCG Investments, LLC | 0.07% | Reduce -1.2% | 6,834 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.52% | Add +11.1% | 6,682 | $1.1M |
| Ategra Capital Management, LLC | 0.84% | No change | 6,678 | $1.1M |
| Renasant Bank | 0.69% | Reduce -7.2% | 6,596 | $1.0M |
| Insight 2811, Inc. | 0.48% | Add +3.5% | 6,486 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Add +75.6% | 6,177 | $1.0M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.8% | 6,464 | $1.0M |
| PDS Planning, Inc | 0.08% | Add +0.1% | 6,444 | $1.0M |
| Evanson Asset Management, LLC | 0.06% | No change | 6,427 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.6% | 6,425 | $1.0M |
| Macquarie Group Ltd. | 0.00% | Reduce -84.3% | 6,400 | $1.0M |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -2.1% | 6,320 | $997K |
| Smithbridge Asset Management Inc. | 0.17% | No change | 6,306 | $995K |
| Citizens Financial Group Inc. | 0.02% | Add +7.1% | 6,287 | $992K |
| Financial Guidance Group, Inc. | 0.48% | Reduce -1.6% | 6,263 | $988K |
| HighMark Wealth Management LLC | 0.48% | New | 6,180 | $975K |
| Clarion Wealth Managment Partners, LLC | 1.06% | — | 6,119 | $965K |
| Blue Bell Private Wealth Management, LLC | 0.16% | Reduce -3.1% | 6,098 | $962K |
| Private Wealth Asset Management, LLC | 0.13% | Add +0.2% | 6,098 | $962K |
| CI Investments Inc. | 0.00% | Reduce -4.0% | 6,067 | $957K |
| First Bancorp, Inc | 0.54% | No change | 6,000 | $947K |
| Atlas Legacy Advisors, LLC | 0.21% | Reduce -1.0% | 5,976 | $943K |
| Carnegie Investment Counsel | 0.02% | Reduce -2.7% | 5,967 | $941K |
| Arkadios Wealth Advisors | 0.03% | Add +0.8% | 5,961 | $940K |
| Highland Capital Management, LLC | 0.05% | Reduce -0.9% | 5,951 | $939K |
| Brown Wealth Management, LLC | 0.29% | Add +114.7% | 5,935 | $936K |
| Steel Grove Capital Advisors, LLC | 0.11% | Add +104.0% | 5,884 | $929K |
| Grey Fox Wealth Advisors, LLC | 0.22% | Reduce -8.4% | 5,866 | $925K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -1.1% | 5,846 | $922K |
| NewEdge Wealth, LLC | 0.01% | Add +34.2% | 5,656 | $909K |
| Affinity Capital Advisors, LLC | 0.16% | Reduce -0.9% | 5,715 | $902K |
| Crescent Grove Advisors, LLC | 0.09% | Reduce -12.5% | 5,698 | $899K |
| Howland Capital Management LLC | 0.04% | No change | 5,685 | $897K |
| Confluence Investment Management LLC | 0.01% | New | 5,615 | $886K |
| MWA Asset Management | 0.54% | Reduce -26.6% | 5,548 | $875K |
| Rodgers & Associates, LTD | 0.10% | Reduce -0.8% | 5,545 | $875K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +5.5% | 5,541 | $874K |
| Jordan Park Group LLC | 0.06% | Add +1.1% | 5,533 | $873K |
| E&G Advisors, LLC | 0.23% | Reduce -1.0% | 5,529 | $872K |
| North Star Investment Management Corp. | 0.06% | Reduce -0.9% | 5,515 | $870K |
| Integrated Advisors Network LLC | 0.04% | No change | 5,514 | $870K |
| SOL Capital Management CO | 0.08% | Reduce -1.6% | 5,475 | $864K |
| VestGen Advisors, LLC | 0.03% | Reduce -46.5% | 5,348 | $844K |
| Disciplined Investments, LLC | 0.36% | Add +14.6% | 5,327 | $840K |
| Paragon Financial Partners, Inc. | 0.57% | Add +0.2% | 5,326 | $840K |
| Capital Analysts, LLC | 0.03% | Reduce -1.7% | 5,324 | $840K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -1.7% | 5,292 | $835K |
| James Investment Research, Inc. | 0.10% | No change | 5,233 | $826K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -8.2% | 5,229 | $825K |
| Becker Capital Management Inc. | 0.03% | Reduce -0.7% | 5,221 | $824K |
| Culbertson A N & Co. Inc. | 0.13% | No change | 5,211 | $822K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -1.5% | 5,207 | $821K |
| Carbahal Olsen Financial Services Group, LLC | 0.69% | Reduce -0.1% | 5,159 | $814K |
| American State Bank (Iowa) | 0.45% | Add +1.8% | 5,103 | $805K |
| Strategic Financial Concepts, LLC | 0.11% | Reduce -0.1% | 5,078 | $801K |
| Cascade Financial Partners, LLC | 0.10% | Add +249.9% | 5,032 | $794K |
| VAUGHAN & Co SECURITIES, INC. | 0.45% | Add +0.5% | 4,983 | $786K |
| Maxele Advisors, LLC | 0.68% | Reduce -0.7% | 4,974 | $785K |
| Arax Advisory Partners | 0.04% | Reduce -9.1% | 4,957 | $782K |
| Hirtle & Co., LLC | 0.03% | Reduce -6.7% | 4,877 | $769K |
| Gables Capital Management Inc. | 0.36% | No change | 4,851 | $765K |
| Millennium Management | 0.00% | New | 4,843 | $764K |
| Prospera Financial Services Inc | 0.01% | Reduce -16.7% | 4,810 | $761K |
| Arista Wealth Management, LLC | 0.10% | New | 4,804 | $758K |
| Diversified Investment Strategies, LLC | 0.51% | No change | 4,796 | $757K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -9.0% | 4,786 | $755K |
| Center for Financial Planning, Inc. | 0.09% | Reduce -0.2% | 4,760 | $751K |
| Rehmann Capital Advisory Group | 0.05% | Add +24.2% | 4,728 | $746K |
| Opus Capital Group, LLC | 0.09% | Add +0.0% | 4,718 | $744K |
| Dravo Bay LLC | 0.36% | Add +20.0% | 4,687 | $739K |
| Rf&l Wealth Management, LLC | 0.47% | Reduce -4.1% | 4,670 | $737K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -18.1% | 4,610 | $727K |
| First Business Financial Services, Inc. | 0.07% | No change | 4,604 | $726K |
| Brighton Jones LLC | 0.02% | Add +27.1% | 4,603 | $726K |
| Guidance Point Advisors, LLC | 0.19% | Add +0.5% | 4,599 | $725K |
| GAMCO Investors | 0.01% | New | 4,580 | $723K |
| Phillips Financial Management, LLC | 0.05% | No change | 4,568 | $721K |
| FineMark National Bank & Trust | 0.02% | Reduce -0.1% | 4,535 | $715K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +4.0% | 4,534 | $715K |
| NorthRock Partners, LLC | 0.02% | Add +64.9% | 4,527 | $714K |
| Johnson Financial Group, Inc. | 0.03% | Add +24.4% | 4,489 | $708K |
| Firestone Capital Management | 0.17% | No change | 4,482 | $707K |
| Evercore Wealth Management, LLC | 0.01% | No change | 4,449 | $702K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.8% | 4,441 | $701K |
| Naviter Wealth, LLC | 0.09% | No change | 4,439 | $700K |
| Garde Capital, Inc. | 0.04% | Reduce -4.6% | 4,425 | $698K |
| Smithfield Trust Co | 0.03% | Reduce -0.3% | 4,454 | $692K |
| Bricktown Capital, LLC | 0.13% | No change | 4,386 | $692K |
| Auxano Advisors, LLC | 0.16% | No change | 4,342 | $685K |
| Widmann Financial Services, Inc. | 0.48% | Reduce -9.1% | 4,329 | $683K |
| Private Trust Co. NA | 0.06% | Add +15.0% | 4,319 | $681K |
| Composition Wealth, LLC | 0.01% | Add +1.7% | 4,295 | $678K |
| New Age Alpha Advisors, LLC | 0.03% | Add +122.6% | 4,287 | $676K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.1% | 4,230 | $667K |
| Evoke Wealth, LLC | 0.02% | Add +116.3% | 4,220 | $666K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -8.7% | 4,187 | $661K |
| Retirement Investment Advisors, Inc. | 0.06% | Add +1.9% | 4,183 | $660K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.74% | New | 4,150 | $655K |
| National Philanthropic Trust | 0.01% | No change | 4,139 | $653K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -11.1% | 4,124 | $651K |
| Magnus Financial Group LLC | 0.06% | Add +0.1% | 4,119 | $650K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -9.7% | 4,115 | $649K |
| Fiduciary Financial Group, LLC | 0.12% | Add +4.2% | 4,012 | $646K |
| First Commonwealth Financial Corp | 0.14% | Reduce -26.0% | 4,090 | $645K |
| Foster Group, Inc. | 0.02% | Reduce -6.7% | 4,086 | $645K |
| SCS Capital Management LLC | 0.01% | Reduce -4.5% | 4,047 | $638K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -8.9% | 4,018 | $634K |
| Tillman Hartley LLC | 0.18% | Add +0.0% | 3,986 | $629K |
| Compound Planning, Inc. | 0.02% | Add +18.4% | 3,984 | $628K |
| IFP Advisors, Inc | 0.02% | Add +1.9% | 3,905 | $616K |
| Ascent Group, LLC | 0.02% | Reduce -24.3% | 3,903 | $616K |
| Stegner Investment Associates Inc. | 0.37% | Add +0.8% | 3,862 | $609K |
| Aft, Forsyth & Company, Inc. | 0.31% | No change | 3,810 | $601K |
| Elevation Wealth Partners, LLC | 0.24% | Add +78.5% | 3,801 | $600K |
| Welch & Forbes LLC | 0.01% | Add +1.6% | 3,786 | $597K |
| World Investment Advisors | 0.01% | Reduce -58.7% | 3,757 | $593K |
| Eagle Strategies LLC | 0.09% | Add +11.0% | 3,749 | $591K |
| Strategies Wealth Advisors, LLC | 0.06% | Add +0.5% | 3,738 | $590K |
| Avior Wealth Management, LLC | 0.02% | Reduce -6.5% | 3,733 | $589K |
| Daymark Wealth Partners, LLC | 0.02% | Add +8.1% | 3,727 | $588K |
| Diversified Portfolios, Inc. | 0.06% | Add +2.8% | 3,716 | $586K |
| Chemung Canal Trust Co. | 0.12% | Add +31.2% | 3,704 | $584K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | No change | 3,703 | $584K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.5% | 3,700 | $584K |
| Rialto Wealth Management, LLC | 0.16% | No change | 3,698 | $583K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +8.3% | 3,675 | $580K |
| Wealthstream Advisors, Inc. | 0.10% | Reduce -5.0% | 3,628 | $572K |
| Atria Investments, Inc | 0.01% | Reduce -13.0% | 3,622 | $571K |
| Heritage Wealth Advisors | 0.03% | No change | 3,600 | $568K |
| Palisades Hudson Asset Management, L.P. | 0.22% | Reduce -4.5% | 3,587 | $566K |
| Ullmann Wealth Partners Group, LLC | 0.07% | Reduce -9.7% | 3,583 | $565K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -42.0% | 3,565 | $562K |
| Watts Gwilliam & Co., LLC | 0.09% | Reduce -1.3% | 3,139 | $562K |
| Assetmark, Inc. | 0.00% | Add +32.0% | 3,547 | $560K |
| Plum Street Advisors, LLC | 0.25% | Reduce -0.5% | 3,545 | $559K |
| Chicago Capital, LLC | 0.01% | No change | 3,511 | $554K |
| Townsend Asset Management Corp. /NC/ | 0.20% | Add +0.5% | 3,504 | $553K |
| Curtis Advisory Group, LLC | 0.14% | Add +9.5% | 3,502 | $552K |
| Pettinga Financial Advisors LLC | 0.12% | Reduce -15.2% | 3,497 | $552K |
| Davidson Trust Co. | 0.25% | Add +22.3% | 3,497 | $552K |
| BIP Wealth, LLC | 0.03% | Reduce -23.4% | 3,496 | $552K |
| Teachers Insurance & Annuity Association of America | 0.69% | No change | 3,494 | $551K |
| Heck Capital Advisors, LLC | 0.05% | Reduce -79.8% | 3,492 | $551K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -2.9% | 3,458 | $546K |
| Verus Capital Partners, LLC | 0.05% | Reduce -2.4% | 3,456 | $545K |
| Smartleaf Asset Management LLC | 0.05% | Add +132.8% | 3,455 | $545K |
| Western Wealth Management, LLC | 0.03% | Add +0.3% | 3,450 | $544K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -15.4% | 3,450 | $544K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -80.7% | 3,386 | $543K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.4% | 3,353 | $529K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +0.0% | 3,351 | $529K |
| Amarillo National Bank | 0.10% | No change | 3,339 | $527K |
| Haverford Trust Co | 0.01% | Reduce -30.4% | 3,338 | $527K |
| KDK Private Wealth Management, LLC | 0.56% | Reduce -2.6% | 3,331 | $526K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 3,325 | $525K |
| Monograph Wealth Advisors, LLC | 0.06% | Add +9.7% | 3,284 | $518K |
| PFG Investments, LLC | 0.03% | Add +10.9% | 3,284 | $518K |
| Lanark Financial, Inc. | 0.04% | Add +11.2% | 3,288 | $518K |
| Yardley Wealth Management LLC | 0.28% | No change | 3,275 | $517K |
| Caldwell Trust Co | 0.05% | No change | 3,274 | $517K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -9.8% | 3,055 | $513K |
| Focus Financial Network, Inc. | 0.02% | Add +0.0% | 3,245 | $512K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -0.2% | 3,236 | $511K |
| Intrepid Financial Planning Group LLC | 0.21% | Add +0.7% | 3,226 | $509K |
| Smith Thornton Advisors LLC | 0.29% | No change | 3,225 | $509K |
| Icon Wealth Advisors, LLC | 0.04% | Add +87.1% | 3,203 | $505K |
| Total Clarity Wealth Management, Inc. | 0.14% | Add +24.2% | 3,199 | $505K |
| Trust Co. of Vermont | 0.02% | Add +24.9% | 3,197 | $504K |
| WealthPLAN Partners, LLC | 0.08% | Add +27.3% | 3,175 | $501K |
| Forum Financial Management, LP | 0.01% | Add +1.0% | 3,139 | $495K |
| Archvest Wealth Advisors, Inc. | 0.43% | Reduce -56.7% | 3,122 | $492K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.2% | 3,114 | $491K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.7% | 3,100 | $489K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 3,082 | $486K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -0.7% | 3,079 | $486K |
| Key Financial Inc | 0.10% | Add +0.7% | 3,062 | $483K |
| Aspen Grove Capital, LLC | 0.08% | Add +25.3% | 3,055 | $482K |
| Advisor Resource Council | 0.24% | Reduce -20.9% | 3,037 | $479K |
| Apella Capital, LLC | 0.01% | Add +4.7% | 2,932 | $476K |
| Summit Wealth Group LLC / Co. | 0.12% | — | 3,008 | $475K |
| True North Advisors, LLC | 0.09% | Reduce -12.7% | 3,002 | $474K |
| Riverbend Wealth Management, LLC | 0.36% | No change | 3,000 | $473K |
| Keudell/Morrison Wealth Management | 0.10% | No change | 3,000 | $473K |
| Ancora Advisors LLC | 0.01% | Reduce -0.2% | 2,993 | $472K |
| Castle Wealth Management LLC | 0.17% | No change | 2,986 | $471K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.4% | 2,983 | $471K |
| St Germain D J Co. Inc. | 0.02% | Add +39.9% | 2,976 | $469K |
| Sage Capital Management, LLC | 0.23% | Add +0.5% | 2,976 | $469K |
| Independent Advisor Alliance | 0.01% | Add +111.0% | 2,971 | $469K |
| HRT Financial LP | 0.00% | Reduce -81.4% | 2,971 | $468K |
| Broadview Financial Management, LLC | 0.32% | Add +0.4% | 2,962 | $467K |
| St. Clair Advisors, LLC | 0.12% | No change | 2,941 | $464K |
| Diversify Wealth Management, LLC | 0.03% | Add +1.5% | 2,783 | $462K |
| American Trust | 0.04% | New | 2,926 | $462K |
| Gator Capital Management, LLC | 0.14% | No change | 2,915 | $460K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 2,892 | $456K |
| Centennial Bank | 0.19% | Reduce -34.7% | 2,876 | $454K |
| Embree Financial Group | 0.07% | Add +0.1% | 2,859 | $451K |
| Sage Financial Group Inc. | 0.03% | Reduce -8.0% | 2,858 | $451K |
| Cibc World Market Inc. | 0.00% | Add +0.8% | 2,849 | $449K |
| Cannell & Spears LLC | 0.01% | No change | 2,847 | $449K |
| Evermay Wealth Management LLC | 0.06% | Reduce -0.2% | 2,836 | $447K |
| Berkeley, Inc | 0.16% | No change | 2,817 | $444K |
| Catalyst Financial Partners LLC | 0.05% | No change | 2,806 | $443K |
| Maltin Wealth Management, Inc. | 0.20% | Reduce -15.6% | 2,794 | $441K |
| Cadence Bank | 0.03% | Reduce -0.1% | 2,762 | $436K |
| Tarbox Family Office, Inc. | 0.07% | Add +2.0% | 2,752 | $434K |
| DAVENPORT & Co LLC | 0.00% | Add +73.7% | 2,751 | $434K |
| Creekside Partners | 0.20% | Add +0.2% | 2,731 | $431K |
| Brandywine Oak Private Wealth LLC | 0.04% | New | 2,721 | $429K |
| Legacy Capital Group California, Inc. | 0.12% | Add +6.9% | 2,716 | $429K |
| Paulson Wealth Management Inc. | 0.11% | No change | 2,714 | $428K |
| Lutz Financial Services LLC | 0.03% | Add +0.1% | 2,687 | $424K |
| Keebeck Wealth Management | 0.06% | Reduce -0.9% | 2,669 | $421K |
| DHK Financial Advisors, Inc. | 0.24% | Reduce -37.1% | 2,658 | $419K |
| Croban | 0.35% | Add +1.6% | 2,612 | $412K |
| Appleton Partners Inc. | 0.03% | Reduce -6.3% | 2,590 | $409K |
| First Western Trust Bank | 0.02% | No change | 2,581 | $407K |
| TD Private Client Wealth LLC | 0.01% | Reduce -65.8% | 2,564 | $404K |
| Procyon Advisors, LLC | 0.04% | Reduce -19.3% | 2,534 | $400K |
| Headlands Technologies LLC | 0.05% | Add +655.4% | 2,523 | $398K |
| Principal Securities, Inc. | 0.01% | Reduce -7.6% | 2,520 | $398K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Reduce -3.9% | 2,514 | $397K |
| Liberty Square Wealth Partners LLC | 0.14% | No change | 2,503 | $395K |
| Lion Street Advisors, LLC | 0.12% | No change | 2,503 | $395K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,496 | $394K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,483 | $392K |
| Dimension Capital Management LLC | 0.06% | Reduce -38.5% | 2,478 | $391K |
| Trust Point Inc. | 0.04% | Reduce -5.3% | 2,472 | $390K |
| Paragon Capital Management Ltd | 0.07% | Reduce -6.6% | 2,466 | $389K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.1% | 2,459 | $388K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -25.1% | 2,445 | $386K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.8% | 2,430 | $383K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 2,421 | $382K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -14.6% | 2,422 | $382K |
| Colonial Trust Co / SC | 0.06% | Reduce -20.4% | 2,413 | $381K |
| Clear Investment Research, LLC | 0.48% | Add +1.1% | 2,410 | $380K |
| Mycio Wealth Partners, LLC | 0.09% | Reduce -35.0% | 2,403 | $379K |
| StoneX Group Inc. | 0.02% | Add +11.8% | 2,402 | $379K |
| Valmark Advisers, Inc. | 0.01% | Add +58.7% | 2,395 | $378K |
| LMG Wealth Partners, LLC | 0.08% | No change | 2,392 | $377K |
| Capital Square, LLC | 0.20% | Reduce -1.4% | 2,272 | $375K |
| Emergent Wealth Advisors, LLC | 0.24% | Add +0.5% | 2,375 | $375K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.6% | 2,325 | $367K |
| Spire Wealth Management | 0.01% | Reduce -17.2% | 2,296 | $362K |
| Nicolet Bankshares Inc. | 0.06% | New | 2,289 | $361K |
| LGT Financial Advisors LLC | 0.91% | Add +0.5% | 2,284 | $360K |
| BridgePort Financial Solutions, LLC | 0.12% | Add +5.1% | 2,279 | $360K |
| CJM Wealth Advisers, Ltd. | 0.12% | Add +0.0% | 2,274 | $359K |
| Friday Financial | 0.18% | Reduce -12.9% | 2,268 | $358K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -11.3% | 2,261 | $357K |
| American National Bank & Trust | 0.04% | No change | 2,260 | $357K |
| Howe & Rusling Inc. | 0.03% | Add +7.1% | 2,258 | $356K |
| Valley Forge Investment Consultants Inc. Adv | 0.11% | Add +0.5% | 2,249 | $355K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -24.6% | 2,242 | $354K |
| Smith, Moore & Co. | 0.03% | Reduce -6.6% | 2,234 | $352K |
| Fisher Asset Management | 0.00% | Add +50.2% | 2,218 | $350K |
| Triad Wealth Partners, LLC | 0.07% | Reduce -16.5% | 2,204 | $348K |
| Fiducient Advisors LLC | 0.04% | Add +0.4% | 2,194 | $346K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 2,183 | $344K |
| Steph & Co. | 0.11% | Add +8.5% | 2,181 | $344K |
| Baxter Bros Inc. | 0.04% | Reduce -7.5% | 2,175 | $343K |
| Freestone Capital Holdings, LLC | 0.01% | Add +0.5% | 2,172 | $343K |
| Gries Financial LLC | 0.06% | Add +0.2% | 2,166 | $342K |
| Optimist Retirement Group LLC | 0.16% | Add +6.7% | 2,164 | $341K |
| Truepoint, Inc. | 0.01% | Reduce -9.3% | 2,138 | $337K |
| Patten & Patten Inc. | 0.02% | No change | 2,126 | $335K |
| Leo Wealth, LLC | 0.03% | Add +23.3% | 2,120 | $335K |
| Tassel Capital Management, Inc. | 0.26% | Add +3.3% | 2,115 | $334K |
| SG Americas Securities, LLC | 0.00% | Reduce -39.4% | 2,087 | $329K |
| National Bank of Canada | 0.00% | Add +12.3% | 2,087 | $329K |
| Coastwise Capital Group, LLC | 0.26% | Add +0.5% | 2,083 | $329K |
| Certified Advisory Corp | 0.03% | No change | 2,077 | $328K |
| Aurelius Family Office LLC | 0.15% | No change | 2,077 | $328K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -20.5% | 2,073 | $327K |
| Diversified Trust Co. | 0.01% | Reduce -2.0% | 2,028 | $320K |
| Old National Bancorp | 0.01% | New | 2,024 | $319K |
| Well Done, LLC | 0.06% | Reduce -1.6% | 2,024 | $319K |
| Allen Investment Management, LLC | 0.00% | Reduce -1.2% | 2,017 | $318K |
| Skyline Advisors, Inc. | 0.12% | Add +0.3% | 2,017 | $318K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,016 | $318K |
| Mather Group, Llc. | 0.00% | Reduce -2.4% | 2,014 | $318K |
| GM Advisory Group, LLC | 0.02% | Reduce -4.9% | 2,013 | $318K |
| City National Bank of Florida | 0.23% | No change | 2,000 | $316K |
| Regency Capital Management Inc.\DE | 0.17% | No change | 2,000 | $316K |
| Simplicity Wealth,LLC | 0.01% | No change | 2,000 | $316K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.9% | 1,989 | $314K |
| Park Place Capital Corp | 0.07% | Reduce -74.0% | 1,942 | $313K |
| Ameritas Advisory Services, LLC | 0.02% | Add +6.0% | 1,961 | $309K |
| Financial Management Network Inc. | 0.06% | Reduce -6.2% | 1,871 | $309K |
| W Advisors, LLC | 0.18% | No change | 1,950 | $308K |
| McMill Wealth Management | 0.10% | No change | 1,948 | $308K |
| Clientfirst Wealth Management, LLC | 0.31% | Reduce -20.6% | 1,930 | $304K |
| Builder Investment Group Inc. | 0.08% | No change | 1,925 | $304K |
| Fort Point Capital Partners LLC | 0.03% | No change | 1,907 | $301K |
| Kanawha Capital Management LLC | 0.02% | Reduce -2.6% | 1,906 | $301K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -0.1% | 1,903 | $300K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -2.3% | 1,901 | $300K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.1% | 1,892 | $298K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +3.2% | 1,892 | $298K |
| Clarius Group, LLC | 0.02% | No change | 1,852 | $292K |
| Chapin Davis, Inc. | 0.08% | No change | 1,851 | $292K |
| HUB Investment Partners, LLC | 0.01% | Reduce -12.2% | 1,850 | $292K |
| Wedgewood Investors Inc. | 0.34% | No change | 1,848 | $292K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -7.7% | 1,840 | $290K |
| Certuity, LLC | 0.03% | Add +6.5% | 1,829 | $289K |
| Three Bridge Wealth Advisors, LLC | 0.08% | No change | 1,820 | $287K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -33.0% | 1,818 | $287K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +57.7% | 1,817 | $286K |
| Peak Asset Management, LLC | 0.05% | No change | 1,805 | $285K |
| Marotta Asset Management | 0.06% | Reduce -12.2% | 1,797 | $283K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.5% | 1,790 | $282K |
| Nicolet Advisory Services, LLC | 0.02% | No change | 1,788 | $281K |
| Graypoint LLC | 0.02% | No change | 1,777 | $280K |
| First Nebraska Trust Co | 0.03% | Reduce -1.9% | 1,774 | $280K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 1,765 | $278K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 1,757 | $277K |
| Legacy Trust | 0.07% | Reduce -52.1% | 1,757 | $277K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Add +1.0% | 1,708 | $277K |
| Bordeaux Wealth Advisors LLC | 0.04% | No change | 1,750 | $276K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 1,731 | $273K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 1,727 | $272K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.2% | 1,663 | $270K |
| Retirement Income Solutions, Inc. | 0.05% | Reduce -3.6% | 1,709 | $270K |
| Sapient Capital LLC | 0.00% | Add +2.1% | 1,672 | $264K |
| Verum Partners LLC | 0.06% | Add +0.4% | 1,672 | $264K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 1,665 | $263K |
| LexAurum Advisors, LLC | 0.04% | Add +5.9% | 1,664 | $263K |
| McNamara Financial Services, Inc. | 0.05% | No change | 1,657 | $261K |
| Mgo One Seven LLC | 0.01% | Reduce -13.5% | 1,650 | $260K |
| West Michigan Advisors, LLC | 0.07% | Reduce -1.1% | 1,629 | $257K |
| Fulton Bank, N.A. | 0.01% | Add +1.1% | 1,624 | $256K |
| Oliver Luxxe Assets LLC | 0.05% | Reduce -3.2% | 1,614 | $255K |
| Investmark Advisory Group LLC | 0.12% | Add +0.3% | 1,614 | $255K |
| Eight 31 Financial, LLC | 0.17% | No change | 1,611 | $254K |
| Bearing Point Capital, LLC | 0.05% | Reduce -16.0% | 1,578 | $249K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,577 | $249K |
| TCTC Holdings, LLC | 0.01% | No change | 1,574 | $248K |
| Advance Capital Management, Inc. | 0.01% | Add +3.8% | 1,572 | $248K |
| Mission Wealth Management, LP | 0.01% | Reduce -3.3% | 1,572 | $248K |
| Raffa Wealth Management, LLC | 0.05% | Add +0.5% | 1,569 | $247K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | Add +16.1% | 1,566 | $247K |
| Atala Financial Inc | 0.17% | No change | 1,560 | $246K |
| Capital Advantage, Inc. | 0.04% | Reduce -37.1% | 1,560 | $246K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 1,556 | $245K |
| Alexander Randolph Advisory, Inc. | 0.22% | No change | 1,555 | $245K |
| Equitable Trust Co. | 0.01% | Reduce -20.9% | 1,547 | $244K |
| Ellis Investment Partners, LLC | 0.05% | Add +0.4% | 1,542 | $243K |
| Glass Jacobson Investment Advisors llc | 0.09% | Reduce -6.5% | 1,535 | $242K |
| Townsquare Capital LLC | 0.02% | Reduce -75.0% | 1,528 | $241K |
| Asset Dedication, LLC | 0.02% | Reduce -4.6% | 1,526 | $241K |
| Union Savings Bank | 0.11% | No change | 1,501 | $241K |
| Laurel Wealth Advisors LLC | 0.04% | Reduce -2.4% | 1,516 | $239K |
| Navis Wealth Advisors, LLC | 0.20% | New | 1,500 | $237K |
| Aufman Associates Inc | 0.15% | New | 1,500 | $237K |
| Two Sigma Investments, LP | 0.00% | Reduce -98.5% | 1,500 | $237K |
| Oakworth Capital, Inc. | 0.02% | Reduce -0.9% | 1,496 | $236K |
| Compass Ion Advisors, LLC | 0.03% | No change | 1,496 | $236K |
| 1834 Investment Advisors Co. | 0.03% | No change | 1,495 | $236K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 1,495 | $236K |
| Larson Financial Group LLC | 0.01% | Reduce -4.8% | 1,494 | $236K |
| Summit Financial Wealth Advisors, LLC | 0.04% | New | 1,484 | $234K |
| Independence Bank of Kentucky | 0.03% | Reduce -3.9% | 1,484 | $234K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,465 | $231K |
| Northstar Group, Inc. | 0.04% | No change | 1,455 | $230K |
| HM Payson & Co. | 0.00% | Add +11.5% | 1,448 | $228K |
| Wedbush Securities Inc. | 0.01% | Add +0.2% | 1,447 | $228K |
| Live Oak Private Wealth LLC | 0.03% | No change | 1,438 | $227K |
| Hoxton Planning & Management, LLC | 0.08% | Reduce -67.5% | 1,435 | $226K |
| Gotham Asset Management | 0.00% | No change | 1,433 | $226K |
| GWN Securities Inc. | 0.04% | Reduce -48.2% | 1,431 | $226K |
| Marshall Financial Group Inc. | 0.07% | Reduce -16.9% | 1,424 | $225K |
| Keystone Wealth Services, LLC | 0.05% | Reduce -1.7% | 1,418 | $224K |
| Romano Brothers and Company | 0.03% | No change | 1,418 | $224K |
| Chatham Capital Group, Inc. | 0.03% | No change | 1,410 | $222K |
| Annandale Capital, LLC | 0.04% | No change | 1,408 | $222K |
| Huntleigh Advisors, Inc. | 0.04% | Reduce -16.6% | 1,407 | $222K |
| Victrix Investment Advisors | 0.10% | New | 1,404 | $221K |
| Smith Salley Wealth Management | 0.01% | No change | 1,399 | $221K |
| Matauro, LLC | 0.04% | Reduce -2.4% | 1,399 | $221K |
| Independent Financial Group, LLC | 0.01% | Reduce -41.0% | 1,389 | $219K |
| FSC Wealth Advisors, LLC | 0.14% | Add +8.5% | 1,381 | $218K |
| Ledyard National Bank | 0.02% | No change | 1,375 | $217K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -21.8% | 1,373 | $217K |
| CCG Wealth Management, LLC | 0.11% | No change | 1,368 | $216K |
| Rothschild Wealth LLC | 0.05% | Reduce -0.7% | 1,366 | $216K |
| Lionshead Wealth Management, LLC | 0.20% | Reduce -5.7% | 1,354 | $214K |
| NBT Bank, N.A. | 0.01% | No change | 1,350 | $213K |
| Hollencrest Capital Management | 0.01% | No change | 1,335 | $211K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.8% | 1,333 | $210K |
| Athena Investment Management | 0.12% | No change | 1,325 | $209K |
| Quantinno Capital Management LP | 0.00% | Reduce -18.0% | 1,312 | $207K |
| Flputnam Investment Management Co. | 0.00% | Reduce -40.4% | 1,311 | $207K |
| Investment Advisory Group, LLC | 0.06% | New | 1,303 | $206K |
| Cladis Investment Advisory, LLC | 0.13% | New | 1,300 | $205K |
| Destination Wealth Management | 0.01% | New | 1,298 | $205K |
| Cypress Capital Group | 0.03% | New | 1,296 | $204K |
| William Howard & Co Financial Advisors Inc | 0.18% | New | 1,289 | $203K |
| Roof Eidam Maycock Peralta, LLC | 0.05% | New | 1,283 | $202K |
| Accel Wealth Management | 0.07% | New | 1,281 | $202K |
| Saxon Interests, Inc. | 0.09% | No change | 1,331 | $201K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 1,271 | $200K |
| Partners in Financial Planning | 0.04% | New | 1,270 | $200K |
| S.A. Mason LLC | 0.10% | No change | 1,263 | $199K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,234 | $195K |
| Curio Wealth, LLC | 0.08% | Add +59650.0% | 1,195 | $189K |
| Centaurus Financial, Inc. | 0.01% | Add +1.9% | 1,168 | $184K |
| Rhumbline Advisers | 0.00% | Reduce -5.6% | 1,137 | $179K |
| Bessemer Group Inc. | 0.00% | Reduce -2.1% | 1,108 | $175K |
| Lazard Asset Management LLC | 0.00% | No change | 1,100 | $173K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -44.9% | 1,087 | $171K |
| Binnacle Investments Inc | 0.11% | Reduce -9.9% | 1,068 | $168K |
| CENTRAL TRUST Co | 0.00% | No change | 1,064 | $168K |
| Stephens Consulting, LLC | 0.04% | Reduce -4.5% | 1,061 | $167K |
| Red Tortoise LLC | 0.08% | Add +0.5% | 1,044 | $165K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 1,043 | $165K |
| Rothschild Investment LLC | 0.01% | No change | 1,037 | $164K |
| Manchester Capital Management LLC | 0.02% | No change | 994 | $157K |
| Copia Wealth Management | 0.13% | Reduce -10.1% | 948 | $150K |
| Clearstead Trust, LLC | 0.03% | Add +292.5% | 946 | $149K |
| Westside Investment Management, Inc. | 0.03% | Add +3.9% | 940 | $148K |
| City State Bank | 0.05% | No change | 939 | $148K |
| Rice Partnership, LLC | 0.03% | No change | 938 | $148K |
| Cornerstone Planning Group LLC | 0.03% | Add +0.4% | 908 | $146K |
| Addison Advisors LLC | 0.04% | Add +12.0% | 925 | $146K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 925 | $146K |
| Sage Mountain Advisors LLC | 0.01% | Add +26.1% | 894 | $141K |
| SouthState Bank Corp | 0.01% | Add +12.4% | 891 | $141K |
| Versant Capital Management, Inc | 0.02% | No change | 856 | $135K |
| Hopwood Financial Services, Inc. | 0.11% | No change | 855 | $135K |
| Topsail Wealth Management, LLC | 0.02% | No change | 823 | $130K |
| Pinney & Scofield, Inc. | 0.09% | No change | 810 | $128K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 807 | $127K |
| WealthShield Partners, LLC | 0.01% | No change | 772 | $122K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +5.7% | 758 | $120K |
| LRI Investments, LLC | 0.01% | No change | 758 | $120K |
| Grand Wealth Management, LLC | 0.06% | No change | 756 | $119K |
| Thompson Investment Management, Inc. | 0.02% | No change | 754 | $119K |
| Painted Porch Advisors LLC | 0.05% | No change | 725 | $114K |
| GAMMA Investing LLC | 0.01% | Reduce -9.3% | 720 | $114K |
| Atticus Wealth Management, LLC | 0.03% | Add +0.4% | 713 | $112K |
| JDM Financial Group LLC | 0.05% | No change | 685 | $108K |
| Eastern Bank | 0.00% | Reduce -31.6% | 685 | $108K |
| Grove Bank & Trust | 0.01% | No change | 659 | $104K |
| Smallwood Wealth Investment Management, LLC | 0.06% | No change | 658 | $104K |
| Navigoe, LLC | 0.08% | No change | 655 | $103K |
| West Paces Advisors Inc. | 0.02% | No change | 650 | $103K |
| Flagship Wealth Advisors, LLC | 0.04% | New | 647 | $102K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.8% | 635 | $100K |
| Hemington Wealth Management | 0.01% | Add +43.9% | 636 | $100K |
| Capital A Wealth Management, LLC | 1.07% | New | 615 | $96K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 605 | $95K |
| EPG Wealth Management LLC | 0.03% | Reduce -51.5% | 604 | $95K |
| Nvwm, LLC | 0.02% | No change | 600 | $95K |
| Angeles Wealth Management, LLC | 0.01% | No change | 575 | $91K |
| Tortoise Investment Management, LLC | 0.01% | No change | 573 | $90K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -11.5% | 533 | $84K |
| CoreFirst Bank & Trust | 0.05% | New | 525 | $83K |
| Balentine LLC | 0.00% | Add +2.0% | 519 | $82K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +28.1% | 506 | $80K |
| Parkworth Wealth Management, Inc. | 0.06% | Add +0.4% | 498 | $79K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 489 | $77K |
| 3Chopt Investment Partners, LLC | 0.02% | Reduce -40.7% | 485 | $77K |
| Windsor Advisory Group, LLC | 0.11% | No change | 474 | $75K |
| CNB Bank | 0.04% | No change | 471 | $74K |
| Coston, McIsaac & Partners | 0.02% | No change | 459 | $72K |
| First United Bank & Trust | 0.02% | Reduce -21.1% | 450 | $71K |
| AlphaCore Capital LLC | 0.00% | Add +891.1% | 446 | $70K |
| Atwood & Palmer Inc. | 0.00% | Reduce -18.6% | 439 | $69K |
| Redmont Wealth Advisors LLC | 0.10% | Reduce -14.5% | 430 | $68K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 426 | $67K |
| Trust Co. of Toledo NA | 0.01% | New | 421 | $66K |
| MilWealth Group LLC | 0.02% | No change | 417 | $66K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 413 | $65K |
| Evensky & Katz LLC | 0.00% | Add +0.3% | 409 | $65K |
| Semmax Financial Advisors Inc. | 0.02% | Add +73.0% | 391 | $63K |
| Loomis Sayles & Co. L P | 0.00% | No change | 398 | $63K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 393 | $62K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -21.7% | 375 | $59K |
| TrinityBridge Ltd | 0.00% | Add +150.0% | 375 | $59K |
| Whipplewood Advisors, LLC | 0.03% | Add +797.4% | 350 | $55K |
| Roble, Belko & Company, Inc | 0.01% | No change | 340 | $54K |
| Ballast Advisors LLC | 0.02% | No change | 338 | $53K |
| Bangor Savings Bank | 0.00% | No change | 337 | $53K |
| Kestra Investment Management, LLC | 0.00% | Reduce -39.6% | 337 | $53K |
| Insight Inv LLC | 0.03% | Reduce -38.0% | 327 | $52K |
| Marquette Asset Management, LLC | 0.01% | No change | 324 | $51K |
| WPG Advisers, LLC | 0.04% | Reduce -4.0% | 312 | $49K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 312 | $49K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 313 | $49K |
| Golden State Wealth Management, LLC | 0.01% | No change | 307 | $49K |
| S&T Bank | 0.01% | Reduce -9.8% | 302 | $48K |
| Centricity Wealth Management, LLC | 0.04% | No change | 300 | $47K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 300 | $47K |
| Biltmore Family Office, LLC | 0.01% | No change | 298 | $47K |
| Redwood Park Advisors LLC | 0.03% | No change | 280 | $44K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 276 | $44K |
| Roxbury Financial LLC | 0.04% | No change | 275 | $43K |
| United Community Bank | 0.01% | No change | 273 | $43K |
| Signaturefd, LLC | 0.00% | No change | 235 | $37K |
| Bellwether Advisors, LLC | 0.01% | New | 233 | $37K |
| Archer Investment Corp | 0.01% | No change | 231 | $36K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 216 | $35K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -2.3% | 209 | $34K |
| TruNorth Capital Management, LLC | 0.01% | No change | 216 | $34K |
| Ameriflex Group, Inc. | 0.02% | Reduce -8.2% | 213 | $34K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 211 | $33K |
| Pflug Koory, LLC | 0.02% | No change | 205 | $32K |
| CVA Family Office, LLC | 0.00% | No change | 204 | $32K |
| Avalon Trust Co | 0.00% | No change | 200 | $32K |
| Tsfg, LLC | 0.01% | No change | 190 | $30K |
| Optimum Investment Advisors | 0.01% | No change | 190 | $30K |
| Nalls Sherbakoff Group, LLC | 0.02% | Add +0.5% | 190 | $30K |
| Birchbrook, Inc. | 0.02% | No change | 189 | $30K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -74.8% | 189 | $30K |
| 2UniFi Bank | 0.02% | No change | 180 | $28K |
| Marshall & Sullivan Inc. | 0.01% | New | 176 | $28K |
| Tompkins Financial Corp. | 0.00% | No change | 175 | $28K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -20.4% | 172 | $27K |
| First Command Advisory Services, Inc. | 0.00% | New | 165 | $26K |
| MCF Advisors LLC | 0.00% | No change | 163 | $26K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -59.0% | 157 | $26K |
| Barrett & Company, Inc. | 0.01% | No change | 159 | $25K |
| Perkins Coie Trust Co | 0.00% | No change | 155 | $24K |
| Hanson & Doremus Investment Management | 0.00% | No change | 151 | $24K |
| Sittner & Nelson, LLC | 0.01% | No change | 151 | $24K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 150 | $24K |
| Monetary Management Group Inc. | 0.01% | No change | 150 | $24K |
| Investors Research Corp | 0.00% | No change | 150 | $24K |
| Talon Private Wealth, LLC | 0.00% | New | 150 | $24K |
| DT Investment Partners, LLC | 0.00% | No change | 150 | $24K |
| Horizon Bancorp Inc. | 0.01% | No change | 145 | $23K |
| Abound Wealth Management | 0.01% | No change | 145 | $23K |
| Promus Capital, LLC | 0.01% | No change | 139 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -34.8% | 137 | $22K |
| Pacifica Partners Inc. | 0.01% | No change | 137 | $22K |
| Main Street Group, LTD | 0.01% | Reduce -0.8% | 131 | $21K |
| Armor Investment Advisors, LLC | 0.01% | No change | 130 | $21K |
| GeoWealth Management, LLC | 0.00% | Reduce -79.7% | 119 | $19K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 113 | $18K |
| Richardson Financial Services Inc. | 0.01% | No change | 107 | $17K |
| Pandora Wealth, Inc. | 0.01% | No change | 107 | $17K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $16K |
| Horizons Wealth Management | 0.01% | No change | 100 | $16K |
| Park Square Financial Group, LLC | 0.01% | No change | 100 | $16K |
| Crews Bank & Trust | 0.00% | No change | 100 | $16K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -51.0% | 97 | $15K |
| Gen-Wealth Partners Inc | 0.01% | New | 91 | $14K |
| Compass Planning Associates Inc | 0.01% | No change | 89 | $14K |
| Beacon Capital Management, LLC | 0.00% | Add +1.2% | 86 | $13K |
| WFA of San Diego, LLC | 0.01% | — | 85 | $13K |
| Kings Path Partners LLC | 0.01% | No change | 85 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 84 | $13K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 88 | $13K |
| Provenance Wealth Advisors, LLC | 0.00% | Reduce -49.7% | 81 | $13K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -17.9% | 78 | $12K |
| Morling Financial Advisors, LLC | 0.00% | No change | 78 | $12K |
| Milestone Investment Advisors LLC | 0.00% | No change | 76 | $12K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -51.0% | 72 | $11K |
| Fairman Group, LLC | 0.01% | No change | 71 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 70 | $11K |
| Peachtree Investment Partners, LLC | 0.00% | Add +1.5% | 68 | $11K |
| Founders Capital Management | 0.01% | No change | 66 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 65 | $10K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 63 | $10K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -4.8% | 60 | $10K |
| Activest Wealth Management | 0.00% | No change | 57 | $9K |
| Rossby Financial, LCC | 0.00% | Add +18.8% | 57 | $9K |
| NWK Group, Inc. | 0.00% | No change | 57 | $9K |
| Bogart Wealth, LLC | 0.00% | Add +46.1% | 57 | $9K |
| one8zero8, LLC | 0.00% | No change | 55 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 54 | $9K |
| Brooklyn Investment Group | 0.00% | Reduce -87.2% | 53 | $8K |
| Financial Avengers, Inc. | 0.00% | New | 53 | $8K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 50 | $8K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 50 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 47 | $7K |
| Richardson Capital Management LLC | 0.00% | No change | 45 | $7K |
| Alerus Financial NA | 0.00% | New | 45 | $7K |
| Comprehensive Financial Planning, Inc. | 0.01% | Reduce -96.0% | 44 | $7K |
| GoalVest Advisory LLC | 0.00% | No change | 43 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -57.1% | 42 | $7K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 40 | $6K |
| 1 North Wealth Services LLC | 0.00% | No change | 40 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -44.8% | 37 | $6K |
| Dunhill Financial, LLC | 0.00% | Add +825.0% | 37 | $6K |
| Ridgewood Investments LLC | 0.00% | No change | 37 | $6K |
| CoreCap Advisors, LLC | 0.00% | Reduce -2.6% | 37 | $6K |
| Fiduciary Advisors, Inc. | 0.00% | No change | 35 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 35 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 34 | $5K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +3.0% | 34 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 30 | $5K |
| Breakwater Investment Management | 0.00% | No change | 31 | $5K |
| High Note Wealth, LLC | 0.00% | New | 30 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 28 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +12.5% | 27 | $4K |
| PrairieView Partners, LLC | 0.00% | No change | 31 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 25 | $4K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 25 | $4K |
| Belmont Capital, LLC | 0.00% | No change | 25 | $4K |
| ORG Partners LLC | 0.00% | No change | 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 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 16 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 16 | $3K |
| Broadwater Capital Management LLC | 0.00% | Add +15673.3% | 2,366 | $2K |
| Kessler Investment Group, LLC | 0.00% | No change | 13 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 12 | $2K |
| Concord Wealth Partners | 0.00% | Add +120.0% | 11 | $2K |
| Global Trust Asset Management, LLC | 0.00% | No change | 11 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -94.8% | 11 | $2K |
| Provident Wealth Management, LLC | 0.00% | Reduce -9.1% | 10 | $2K |
| Operose Advisors LLC | 0.00% | No change | 7 | $1K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 5 | $821 |
| Kilter Group LLC | 0.00% | New | 4 | $632 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $632 |
| Transce3nd, LLC | 0.00% | No change | 4 | $631 |
| Nemes Rush Group LLC | 0.00% | Reduce -71.4% | 4 | $631 |
| Colonial Trust Advisors | 0.00% | New | 3 | $528 |
| Compass Financial Services Inc | 0.00% | New | 3 | $475 |
"% 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.