iShares Russell 2000 Value EIWNETF
13F holders, Q3 2025 (September 30)973holders +8
74new positions
51sold out
6famous investors
$176.83avg. 13F price*
At the end of Q3 2025, 973 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, up 8 from Q2 2025. 74 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($828.3M) and Tiaa Trust, National Association ($767.2M). 6 famous investors held it, including John W. Rogers Jr. (0.1% of Ariel Investments's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $50.8M |
| Exits | 51 | $44.0M |
All 13F filers, Q2 2025 → Q3 2025: 3,286,013 shares bought and 5,151,872 shares sold, net −1,865,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 973 holders
| Bank of America Corp. | 0.09% | Reduce -0.7% | 6,709,138 | $1.2B |
| Morgan Stanley | 0.05% | Reduce -5.4% | 4,684,521 | $828.3M |
| Tiaa Trust, National Association | 1.86% | Add +62.5% | 4,343,822 | $767.2M |
| Envestnet Asset Management Inc. | 0.11% | Add +5.1% | 2,148,592 | $379.9M |
| D.A. Davidson & Co. | 1.38% | Add +2.7% | 1,216,060 | $215.0M |
| Vaughan Nelson Investment Management, L.P. | 1.85% | Reduce -10.8% | 1,151,075 | $203.5M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -1.0% | 1,111,776 | $196.6M |
| LPL Financial LLC | 0.05% | Add +0.6% | 1,010,174 | $178.6M |
| M&T Bank Corp | 0.59% | Reduce -1.8% | 994,564 | $175.8M |
| Wells Fargo & Company | 0.03% | Reduce -4.0% | 886,266 | $156.7M |
| UBS Group AG | 0.03% | Reduce -13.6% | 839,571 | $148.4M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -8.3% | 830,140 | $146.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -40.0% | 730,504 | $129.2M |
| Betterment LLC | 0.25% | Reduce -4.0% | 718,375 | $127.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -5.1% | 671,041 | $118.6M |
| BNP Paribas Financial Markets | 0.09% | Add +27.9% | 650,147 | $115.0M |
| Cassaday & Co Wealth Management LLC | 2.55% | Add +1.6% | 626,428 | $110.8M |
| Pacific Life Fund Advisors LLC | 9.99% | Reduce -8.1% | 550,817 | $97.4M |
| Northern Trust Corp. | 0.01% | Reduce -2.0% | 548,170 | $96.9M |
| Royal Bank of Canada | 0.02% | Reduce -8.0% | 507,200 | $89.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.0% | 434,327 | $76.8M |
| Raymond James Financial Inc. | 0.02% | Add +4.3% | 411,160 | $72.7M |
| Pathstone Holdings, LLC | 0.27% | Reduce -0.3% | 403,492 | $71.3M |
| Badgley Phelps Wealth Managers, LLC | 1.39% | Add +1.3% | 374,531 | $66.2M |
| Commerce Bank | 0.33% | Reduce -3.8% | 336,913 | $59.6M |
| Jasper Ridge Partners, L.P. | 1.28% | No change | 321,684 | $56.9M |
| Whittier Trust Co. | 0.63% | Add +0.1% | 307,549 | $55.2M |
| Victory Capital Management Inc. | 0.03% | Reduce -11.3% | 279,720 | $49.5M |
| Sei Investments Co. | 0.05% | Reduce -4.4% | 272,584 | $48.2M |
| Focus Partners Wealth | 0.08% | Add +37.9% | 272,376 | $48.2M |
| Jones Financial Companies LLLP | 0.03% | Reduce -87.8% | 270,078 | $47.7M |
| AMG National Trust Bank | 1.11% | Reduce -3.0% | 258,535 | $45.7M |
| Cetera Investment Advisers | 0.05% | Add +8.8% | 256,578 | $45.4M |
| MAI Capital Management | 0.28% | Reduce -1.2% | 254,083 | $44.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -4.0% | 249,879 | $44.4M |
| Ameriprise Financial Inc. | 0.01% | Add +11.2% | 244,581 | $43.3M |
| Stephens Group Asset Management, LLC | 2.86% | Reduce -20.1% | 239,595 | $42.4M |
| Choreo, LLC | 0.54% | Reduce -0.1% | 236,397 | $41.8M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -0.2% | 236,121 | $41.7M |
| Comprehensive Financial Management LLC | 1.13% | No change | 230,481 | $40.8M |
| Atom Investors LP | 3.07% | Reduce -18.4% | 229,369 | $40.6M |
| Waldron Private Wealth LLC | 1.56% | Reduce -0.4% | 218,385 | $38.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.2% | 212,212 | $37.5M |
| Facet Wealth, Inc. | 0.76% | Add +5.0% | 206,734 | $36.6M |
| Natixis Advisors, LLC | 0.05% | Reduce -10.4% | 206,539 | $36.5M |
| Wellington Management Group LLP | 0.01% | Add +41.0% | 201,748 | $35.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.09% | Add +51.1% | 200,760 | $35.5M |
| Brown Advisory Inc. | 0.04% | Reduce -14.9% | 187,793 | $33.2M |
| BlackRock, Inc. | 0.00% | Add +5.9% | 185,978 | $32.9M |
| Whittier Trust Co. of Nevada Inc. | 0.66% | Add +0.6% | 171,625 | $30.8M |
| US Bancorp \de | 0.03% | Reduce -5.5% | 164,847 | $29.1M |
| Bank of Montreal | 0.01% | Add +4.7% | 161,087 | $28.5M |
| Mariner, LLC | 0.04% | Reduce -1.9% | 160,016 | $28.3M |
| WoodTrust Financial Corp | 3.34% | Reduce -1.4% | 158,488 | $28.0M |
| Courier Capital LLC | 1.53% | Add +1.1% | 150,787 | $26.7M |
| Corient Private Wealth LP | 0.04% | Add +9.8% | 146,613 | $25.9M |
| Johnson Investment Counsel Inc. | 0.21% | Add +0.6% | 145,056 | $25.6M |
| Truist Financial Corp. | 0.03% | Reduce -3.2% | 144,250 | $25.5M |
| Zions Bancorporation, National Association | 1.21% | Reduce -48.5% | 138,779 | $24.5M |
| Modera Wealth Management, LLC | 0.28% | Reduce -2.0% | 135,792 | $24.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -0.7% | 134,879 | $23.8M |
| HighTower Advisors, LLC | 0.03% | Add +2.5% | 132,789 | $23.5M |
| Shapiro Capital Management LLC | 1.01% | Add +76.4% | 132,380 | $23.4M |
| Pure Financial Advisors, LLC | 0.37% | Add +1.0% | 130,421 | $23.1M |
| FMR LLC | 0.00% | Add +24.8% | 128,588 | $22.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +3.3% | 127,462 | $22.5M |
| Captrust Financial Advisors | 0.05% | Reduce -2.3% | 126,319 | $22.3M |
| Royce & Associates LP | 0.22% | Add +62.3% | 126,115 | $22.3M |
| Osaic Holdings, Inc. | 0.03% | Add +54.3% | 125,037 | $22.0M |
| Two Sigma Investments, LP | 0.03% | Add +7566.7% | 115,000 | $20.3M |
| Powell Investment Advisors, LLC | 7.05% | Reduce -1.0% | 113,998 | $20.2M |
| Cerity Partners LLC | 0.03% | Add +1.0% | 110,229 | $19.5M |
| AQR Capital Management | 0.01% | Add +9.7% | 109,108 | $19.3M |
| Comerica Bank | 0.07% | Reduce -19.6% | 104,093 | $18.4M |
| Zhang Financial LLC | 0.74% | Reduce -2.6% | 102,318 | $18.1M |
| Elite Financial, Inc. | 7.84% | Add +0.6% | 96,562 | $17.1M |
| Fiduciary Trust Co | 0.19% | Reduce -1.9% | 92,448 | $16.3M |
| Leeward Investments, LLC - MA | 0.81% | Reduce -31.9% | 89,563 | $15.8M |
| Baird Financial Group, Inc. | 0.03% | Add +1.7% | 89,286 | $15.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.8% | 88,997 | $15.7M |
| Synovus Financial Corp. | 0.18% | Add +0.1% | 87,880 | $15.5M |
| Fifth Third Bancorp | 0.05% | Reduce -0.6% | 85,791 | $15.2M |
| Savant Capital, LLC | 0.09% | Reduce -0.5% | 84,815 | $15.0M |
| Aspiriant, LLC | 0.46% | Reduce -0.3% | 84,672 | $15.0M |
| Creative Planning | 0.01% | Add +0.9% | 84,657 | $15.0M |
| Waverly Advisors, LLC | 0.14% | Reduce -2.8% | 78,883 | $13.9M |
| Thompson Siegel & Walmsley LLC | 0.22% | Reduce -1.6% | 77,192 | $13.6M |
| Wealthspire Advisors, LLC | 0.07% | Add +1.0% | 75,633 | $13.4M |
| Moneta Group Investment Advisors LLC | 0.10% | Reduce -8.3% | 74,380 | $13.2M |
| Hillcrest Wealth Advisors - NY, LLC | 5.66% | Reduce -2.9% | 71,155 | $12.6M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -1.1% | 68,394 | $12.1M |
| Citadel Advisors | 0.01% | Reduce -49.3% | 67,038 | $11.9M |
| Allworth Financial LP | 0.05% | Reduce -1.7% | 66,073 | $11.7M |
| Bailard, Inc. | 0.25% | Reduce -1.1% | 65,905 | $11.7M |
| Advisors Preferred, LLC | 1.66% | New | 63,296 | $11.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.1% | 63,329 | $11.2M |
| Jane Street Group, LLC | 0.01% | New | 62,816 | $11.1M |
| Sonata Capital Group Inc. | 4.10% | Reduce -0.0% | 62,715 | $11.1M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -30.4% | 62,710 | $11.1M |
| LBJ Family Wealth Advisors, Ltd. | 6.00% | Reduce -0.4% | 62,284 | $11.0M |
| Harbor Investment Advisory, LLC | 0.90% | Reduce -0.5% | 61,340 | $10.8M |
| FSA Wealth Management LLC | 3.95% | Add +0.7% | 61,073 | $10.8M |
| Brandywine Global Investment Management, LLC | 0.07% | Add +142.1% | 60,713 | $10.7M |
| Stifel Financial Corp. | 0.01% | Reduce -2.4% | 58,894 | $10.4M |
| TD Waterhouse Canada Inc. | 0.07% | Add +8.3% | 58,026 | $10.3M |
| Assetmark, Inc. | 0.02% | Add +1500.5% | 56,769 | $10.0M |
| RTD Financial Advisors, Inc. | 1.19% | Reduce -3.2% | 55,992 | $9.9M |
| Keybank National Association | 0.03% | Reduce -3.4% | 55,881 | $9.9M |
| Franklin Resources Inc. | 0.00% | Reduce -2.7% | 55,689 | $9.8M |
| Blair William & Co. | 0.03% | Reduce -1.5% | 55,091 | $9.7M |
| Summit Financial, LLC | 0.15% | Add +50.9% | 54,163 | $9.6M |
| First Horizon Corp. | 0.44% | — | 53,519 | $9.5M |
| CIBC Private Wealth Group LLC | 0.02% | Add +9.4% | 53,182 | $9.4M |
| Stephens Inc. | 0.12% | Reduce -0.1% | 53,114 | $9.4M |
| Ieq Capital, LLC | 0.03% | Add +0.0% | 52,985 | $9.4M |
| Performa Ltd (US), LLC | 2.46% | No change | 52,499 | $9.3M |
| Marion Wealth Management | 2.18% | Add +0.6% | 51,981 | $9.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +232.9% | 51,692 | $9.1M |
| Principal Financial Group Inc. | 0.00% | Add +40.4% | 51,667 | $9.1M |
| TD Asset Management Inc | 0.01% | Add +9.2% | 51,086 | $9.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +9.2% | 49,748 | $8.8M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Add +74.0% | 49,557 | $8.8M |
| One Capital Management, LLC | 0.28% | Reduce -2.3% | 49,308 | $8.7M |
| Citigroup Inc. | 0.01% | Reduce -52.2% | 49,182 | $8.7M |
| Viewpoint Capital Management LLC | 3.61% | Add +2.3% | 46,394 | $8.2M |
| Cresset Asset Management, LLC | 0.04% | Add +2.0% | 46,179 | $8.2M |
| HB Wealth Management, LLC | 0.06% | Add +8.7% | 46,087 | $8.1M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -0.1% | 45,322 | $8.0M |
| Ariel Investments | 0.09% | Add +109.5% | 44,965 | $8.0M |
| Corundum Group, Inc. | 3.17% | Add +2.0% | 43,625 | $7.7M |
| Prudential Financial Inc. | 0.01% | Reduce -23.7% | 42,609 | $7.5M |
| Flow Traders U.S. LLC | 0.30% | Reduce -56.8% | 42,236 | $7.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +5.9% | 41,002 | $7.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.9% | 40,048 | $7.1M |
| Hancock Whitney Corp. | 0.12% | Reduce -0.2% | 38,729 | $6.8M |
| Foundation Wealth Management, LLC | 4.61% | Add +39.3% | 38,271 | $6.8M |
| United Asset Strategies, Inc. | 0.54% | Reduce -1.4% | 38,191 | $6.8M |
| Oldfather Financial Services, LLC | 2.09% | Add +4.1% | 38,016 | $6.7M |
| LWM Advisors Inc. | 5.94% | Add +3.2% | 37,400 | $6.6M |
| Integrated Investment Consultants, LLC | 1.09% | Add +28.5% | 36,387 | $6.4M |
| Checchi Capital Advisers, LLC | 0.44% | Add +246.9% | 36,349 | $6.4M |
| Aristotle Capital Boston, LLC | 0.33% | Reduce -2.2% | 36,243 | $6.4M |
| Covenant Partners, LLC | 1.81% | Reduce -21.0% | 36,156 | $6.4M |
| CM Wealth Advisors LLC | 1.64% | Reduce -8.6% | 35,186 | $6.2M |
| Independent Family Office, LLC | 2.59% | Add +0.9% | 34,597 | $6.1M |
| Venture Visionary Partners LLC | 0.20% | Add +0.3% | 33,337 | $5.9M |
| Cwm, LLC | 0.02% | Reduce -4.9% | 33,129 | $5.9M |
| Brooklyn FI, LLC | 1.31% | Reduce -0.8% | 33,087 | $5.9M |
| Avantax Planning Partners, Inc. | 0.16% | Reduce -3.7% | 32,165 | $5.7M |
| Idaho Trust Co | 1.90% | Reduce -14.8% | 31,978 | $5.7M |
| Segall Bryant & Hamill, LLC | 0.07% | Add +5.5% | 31,508 | $5.6M |
| Titleist Asset Management, LLC | 0.49% | Add +1.3% | 31,444 | $5.6M |
| Brookstone Capital Management | 0.07% | Add +0.5% | 31,224 | $5.5M |
| Harbour Investments, Inc. | 0.13% | Add +6.8% | 31,216 | $5.5M |
| XML Financial, LLC | 0.44% | Reduce -1.2% | 30,894 | $5.5M |
| McLean Asset Management Corp | 1.12% | Reduce -0.1% | 30,128 | $5.4M |
| Wesbanco Bank Inc. | 0.15% | Reduce -2.3% | 30,532 | $5.4M |
| Droms Strauss Advisors Inc. /Mo/ | 1.56% | Reduce -6.5% | 30,437 | $5.4M |
| Financial Synergies Wealth Advisors, Inc. | 0.54% | Add +0.4% | 30,392 | $5.4M |
| Glenmede Investment Management, LP | 0.03% | Reduce -49.5% | 30,368 | $5.4M |
| Lido Advisors, LLC | 0.02% | Add +12.8% | 30,301 | $5.4M |
| Mullaney, Keating & Wright, Inc. | 2.88% | Add +0.8% | 29,310 | $5.2M |
| Earnest Partners LLC | 0.02% | Add +1.7% | 29,130 | $5.2M |
| InvesTrust | 1.82% | Reduce -0.1% | 28,044 | $5.0M |
| MML Investors Services, LLC | 0.01% | Reduce -6.9% | 27,746 | $4.9M |
| Oxford Financial Group, LTD. LLC | 0.27% | Reduce -0.1% | 27,140 | $4.8M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -50.5% | 26,720 | $4.7M |
| Stevens Capital Partners | 1.41% | Add +6.0% | 26,646 | $4.7M |
| Sentinel Wealth Management, Inc. | 4.05% | Reduce -11.8% | 26,352 | $4.7M |
| Rwa Wealth Partners, LLC | 0.05% | Add +1.8% | 25,827 | $4.6M |
| Noble Family Wealth, LLC | 0.99% | Reduce -0.1% | 25,518 | $4.5M |
| Tocqueville Asset Management L.P. | 0.07% | Reduce -0.5% | 25,482 | $4.5M |
| Barclays PLC | 0.00% | Reduce -49.2% | 25,381 | $4.5M |
| Sterling Capital Management LLC | 0.07% | Add +63.6% | 25,188 | $4.5M |
| Whitegate Investment Counselors, Inc. | 1.43% | Add +0.0% | 24,620 | $4.4M |
| Bokf, NA | 0.06% | Reduce -1.1% | 24,341 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.2% | 23,922 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Add +10.7% | 23,647 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.5% | 23,157 | $4.1M |
| City Holding Co. | 0.51% | Reduce -2.0% | 22,755 | $4.0M |
| Parkside Financial Bank & Trust | 0.31% | Reduce -3.2% | 22,738 | $4.0M |
| Sierra Capital LLC | 0.44% | Add +0.0% | 22,487 | $4.0M |
| Bare Financial Services, Inc | 1.17% | No change | 22,199 | $3.9M |
| Bishop & Co Investment Management, LLC | 1.28% | Reduce -0.1% | 21,727 | $3.8M |
| Connable Office Inc. | 0.35% | New | 21,413 | $3.8M |
| My Personal CFO, LLC | 1.46% | New | 21,255 | $3.8M |
| Foundation Wealth Management, LLC\PA | 1.46% | Reduce -7.9% | 21,255 | $3.8M |
| Northwest Wealth Management, LLC | 0.60% | No change | 20,676 | $3.7M |
| Bridges Investment Management Inc. | 0.05% | No change | 20,632 | $3.6M |
| Boston Partners | 0.00% | Reduce -36.3% | 20,556 | $3.6M |
| Mill Creek Capital Advisors, LLC | 0.07% | Add +8.8% | 20,541 | $3.6M |
| Atlas Brown,Inc. | 1.06% | Reduce -1.4% | 20,343 | $3.6M |
| Tobias Financial Advisors, Inc. | 0.54% | Reduce -1.0% | 20,148 | $3.6M |
| Texas Yale Capital Corp. | 0.11% | No change | 19,896 | $3.5M |
| Interactive Financial Advisors, Inc. | 1.83% | Reduce -18.8% | 19,187 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +4.5% | 18,812 | $3.3M |
| GTS Securities LLC | 0.12% | Reduce -57.1% | 18,355 | $3.2M |
| Prosperity Planning, Inc. | 1.21% | Reduce -8.4% | 18,158 | $3.2M |
| Brady Martz Wealth Solutions, LLC | 0.58% | Add +0.1% | 17,929 | $3.2M |
| OneDigital Investment Advisors LLC | 0.03% | Add +8.2% | 17,773 | $3.1M |
| GHP Investment Advisors, Inc. | 0.13% | Add +0.1% | 17,698 | $3.1M |
| Visionary Wealth Advisors | 0.15% | Reduce -3.8% | 17,587 | $3.1M |
| Investment Partners, LTD. | 1.09% | Add +1.6% | 17,570 | $3.1M |
| Fortis Group Advisors, LLC | 0.53% | Add +47.5% | 17,462 | $3.1M |
| SVB Wealth LLC | 0.16% | Reduce -32.7% | 17,196 | $3.0M |
| CreativeOne Wealth, LLC | 0.07% | Add +3.3% | 16,981 | $3.0M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -12.1% | 16,867 | $3.0M |
| Clearstead Advisors, LLC | 0.04% | Reduce -0.1% | 16,778 | $3.0M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -9.4% | 16,771 | $3.0M |
| Midwest Trust Co | 0.04% | Reduce -2.0% | 16,641 | $2.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -1.2% | 16,596 | $2.9M |
| Finley Financial, LLC | 1.31% | Reduce -0.3% | 16,070 | $2.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Add +1.8% | 15,759 | $2.8M |
| Toronto Dominion Bank | 0.01% | Add +12.5% | 15,437 | $2.7M |
| First Citizens Bank & Trust Co. | 0.06% | Reduce -11.2% | 15,408 | $2.7M |
| Asset Management Group, Inc. | 0.44% | Reduce -0.6% | 15,316 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -11.3% | 15,082 | $2.7M |
| Wealth Architects, LLC | 0.25% | No change | 15,055 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.0% | 14,984 | $2.6M |
| Alamar Capital Management, LLC | 1.40% | Add +11.2% | 14,926 | $2.6M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +2.1% | 14,532 | $2.6M |
| AE Wealth Management LLC | 0.02% | Add +3.4% | 14,472 | $2.6M |
| Weinberger Asset Management, Inc | 0.91% | Reduce -3.2% | 14,240 | $2.5M |
| LMG Wealth Partners, LLC | 0.46% | Add +487.3% | 14,049 | $2.5M |
| Country Club Bank | 0.15% | Reduce -0.2% | 14,001 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Add +0.3% | 13,960 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +0.5% | 13,903 | $2.5M |
| First Foundation Advisors | 0.09% | Add +9.2% | 13,826 | $2.4M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +8.8% | 13,772 | $2.4M |
| Vance Wealth, LLC | 0.75% | Reduce -2.8% | 13,732 | $2.4M |
| Regions Financial Corp. | 0.02% | Reduce -0.8% | 13,556 | $2.4M |
| Fifth Third Securities, Inc. | 0.16% | Reduce -1.1% | 13,403 | $2.4M |
| Moran Wealth Management, LLC | 0.07% | New | 13,374 | $2.4M |
| Hardy Reed LLC | 0.17% | No change | 13,312 | $2.4M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 13,283 | $2.3M |
| Falcon Wealth Planning | 0.21% | Reduce -5.0% | 13,199 | $2.3M |
| Harbor Capital Advisors, Inc. | 0.18% | Reduce -56.9% | 13,174 | $2.3M |
| Klingman & Associates, LLC | 0.12% | No change | 12,942 | $2.3M |
| Global Retirement Partners, LLC | 0.05% | Reduce -1.0% | 12,817 | $2.3M |
| Washington Trust Bank | 0.17% | No change | 12,803 | $2.3M |
| McAdam, LLC | 0.11% | Reduce -4.0% | 12,802 | $2.3M |
| Tradition Wealth Management, LLC | 0.16% | Reduce -0.2% | 12,478 | $2.2M |
| Penobscot Investment Management Company, Inc. | 0.17% | Add +14.0% | 12,353 | $2.2M |
| Allegheny Financial Group | 0.41% | Add +0.3% | 12,338 | $2.2M |
| Towerpoint Wealth, LLC | 0.89% | Add +0.2% | 12,234 | $2.2M |
| Quadrant Capital Group LLC | 0.07% | Add +10.7% | 12,107 | $2.1M |
| SkyOak Wealth, LLC | 0.40% | Add +2.8% | 12,080 | $2.1M |
| BHK Investment Advisors, LLC | 0.80% | Add +0.0% | 12,040 | $2.1M |
| Farmers & Merchants Investments Inc. | 0.06% | No change | 11,858 | $2.1M |
| Mb, Levis & Associates, LLC | 0.90% | Add +0.4% | 11,762 | $2.1M |
| FAS Wealth Partners, Inc. | 0.14% | Add +5.4% | 11,716 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +324.9% | 11,689 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.1% | 11,688 | $2.1M |
| Parallel Advisors, LLC | 0.04% | Add +16.6% | 11,535 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +3.9% | 11,469 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +34.2% | 11,397 | $2.0M |
| Vawter Financial, Ltd. | 0.91% | New | 11,333 | $2.0M |
| TFB Advisors LLC | 0.57% | Add +0.9% | 10,961 | $2.0M |
| Snowden Capital Advisors LLC | 0.05% | No change | 10,915 | $1.9M |
| &partners | 0.01% | Add +19.7% | 10,882 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -94.7% | 10,831 | $1.9M |
| Roundview Capital LLC | 0.12% | Reduce -2.7% | 10,761 | $1.9M |
| Empowered Funds, LLC | 0.02% | Add +13.4% | 10,733 | $1.9M |
| Peloton Wealth Strategists | 0.76% | Reduce -5.1% | 10,700 | $1.9M |
| JMG Financial Group, Ltd. | 0.05% | Add +1.4% | 10,672 | $1.9M |
| Pointe Capital Management LLC | 0.90% | Add +20.4% | 10,436 | $1.8M |
| Nwam LLC | 0.10% | Add +5.1% | 10,220 | $1.8M |
| Wealth Dimensions Group, Ltd. | 0.37% | Reduce -3.3% | 10,202 | $1.8M |
| First Manhattan Co. Llc. | 0.00% | Add +10.2% | 10,146 | $1.8M |
| Legacy Edge Advisors, LLC | 0.21% | Add +6.3% | 10,137 | $1.8M |
| Shakespeare Wealth Management, LLC | 0.41% | Reduce -1.9% | 10,102 | $1.8M |
| Atlantic Union Bankshares Corp | 0.03% | Add +35.1% | 10,027 | $1.8M |
| Windward Private Wealth Management Inc. | 0.61% | Reduce -0.5% | 9,993 | $1.8M |
| Wealth Advisory Solutions, LLC | 0.43% | Add +7.4% | 9,981 | $1.8M |
| Modern Wealth Management, LLC | 0.03% | Reduce -4.3% | 9,881 | $1.7M |
| Vanguard Group Inc. | 0.00% | Reduce -12.6% | 9,822 | $1.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.85% | Add +19.5% | 9,782 | $1.7M |
| Blue Trust, Inc. | 0.02% | Reduce -4.9% | 9,749 | $1.7M |
| Total Wealth Planning, LLC | 0.20% | Reduce -0.3% | 9,725 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.7% | 9,715 | $1.7M |
| Merit Financial Group, LLC | 0.02% | Reduce -2.1% | 9,576 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -10.3% | 9,500 | $1.7M |
| RPg Family Wealth Advisory, LLC | 0.37% | New | 9,458 | $1.7M |
| Legacy Bridge, LLC | 0.69% | No change | 9,430 | $1.7M |
| Fidelis Capital Partners, LLC | 0.13% | Add +0.7% | 9,321 | $1.6M |
| MV Capital Management, Inc. | 0.16% | No change | 9,319 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +6.1% | 9,252 | $1.6M |
| American Financial Advisors, LLC | 0.21% | Reduce -10.8% | 9,212 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +154.0% | 9,199 | $1.6M |
| WealthPlan Investment Management, LLC | 0.11% | Add +5.4% | 9,197 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +2.6% | 9,176 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +18.3% | 9,162 | $1.6M |
| Cozad Asset Management Inc. | 0.13% | Reduce -0.4% | 9,063 | $1.6M |
| SilverOak Wealth Management LLC | 0.27% | Add +22.2% | 9,053 | $1.6M |
| Graves Light Lenhart Wealth, Inc. | 0.18% | No change | 9,038 | $1.6M |
| Berkshire Asset Management LLC | 0.07% | No change | 9,036 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +67.2% | 8,742 | $1.5M |
| HSBC Holdings PLC | 0.00% | Reduce -82.6% | 8,674 | $1.5M |
| Sterling Financial Group, Inc. | 0.48% | No change | 8,545 | $1.5M |
| St. Louis Trust Co | 0.19% | No change | 8,485 | $1.5M |
| Relyea Zuckerberg Hanson LLC | 0.16% | Reduce -1.3% | 8,416 | $1.5M |
| Stordahl Capital Management, Inc. | 0.31% | Add +1.6% | 8,339 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Add +0.1% | 8,338 | $1.5M |
| Retirement Planning Group, LLC | 0.05% | New | 8,331 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Add +39.6% | 8,322 | $1.5M |
| Squire Investment Management Company, LLC | 0.47% | No change | 8,216 | $1.5M |
| Cornerstone Wealth Advisors, Inc. | 0.35% | Reduce -4.6% | 8,211 | $1.5M |
| Luts & Greenleigh Group, Inc. | 1.30% | Reduce -1.2% | 8,183 | $1.4M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 7,973 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +0.8% | 8,063 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -3.2% | 8,055 | $1.4M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -2.5% | 7,873 | $1.4M |
| Lowery Thomas, LLC | 0.81% | Reduce -14.2% | 7,966 | $1.4M |
| Future Fund LLC | 0.50% | No change | 7,954 | $1.4M |
| Argent Trust Co | 0.05% | Reduce -1.6% | 7,860 | $1.4M |
| Frederick Financial Consultants, LLC | 0.78% | Add +0.0% | 7,839 | $1.4M |
| Altiora Financial Group, LLC | 0.25% | No change | 7,831 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -85.9% | 7,736 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.05% | Reduce -10.6% | 7,682 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -0.6% | 7,679 | $1.4M |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Add +44.9% | 7,666 | $1.4M |
| Veery Capital, LLC | 0.43% | Add +2.4% | 7,656 | $1.4M |
| Morris Financial Concepts, Inc. | 0.48% | Reduce -0.4% | 7,473 | $1.3M |
| Harbour Capital Advisors, LLC | 0.27% | Reduce -1.7% | 7,405 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -7.5% | 7,338 | $1.3M |
| Pittenger & Anderson Inc. | 0.05% | No change | 7,125 | $1.3M |
| Eukles Asset Management | 0.48% | Add +0.9% | 7,033 | $1.2M |
| UMB Bank, n.a. | 0.02% | Reduce -3.7% | 7,024 | $1.2M |
| Paces Ferry Wealth Advisors, LLC | 0.52% | Add +0.0% | 7,016 | $1.2M |
| Performance Wealth Partners, LLC | 0.03% | Reduce -2.4% | 6,890 | $1.2M |
| 626 Financial, LLC | 0.54% | Reduce -2.1% | 6,875 | $1.2M |
| Cobblestone Capital Advisors LLC | 0.06% | No change | 6,850 | $1.2M |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -36.4% | 6,843 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +85.4% | 6,813 | $1.2M |
| LMCG Investments, LLC | 0.07% | Reduce -1.0% | 6,764 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Add +7.6% | 6,646 | $1.2M |
| Ategra Capital Management, LLC | 0.79% | No change | 6,678 | $1.2M |
| Aletheian Wealth Advisors LLC | 0.55% | Reduce -0.5% | 6,651 | $1.2M |
| Insight 2811, Inc. | 0.51% | Add +0.4% | 6,512 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.0% | 6,465 | $1.1M |
| PDS Planning, Inc | 0.08% | Reduce -0.1% | 6,440 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | No change | 6,427 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 6,320 | $1.1M |
| Smithbridge Asset Management Inc. | 0.16% | No change | 6,306 | $1.1M |
| Financial Guidance Group, Inc. | 0.50% | No change | 6,263 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -26.1% | 6,213 | $1.1M |
| James Investment Research, Inc. | 0.12% | Add +18.1% | 6,178 | $1.1M |
| Calydon Capital | 0.17% | Reduce -49.8% | 6,168 | $1.1M |
| Blue Bell Private Wealth Management, LLC | 0.16% | No change | 6,098 | $1.1M |
| CI Investments Inc. | 0.00% | No change | 6,067 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.22% | Add +3.3% | 6,062 | $1.1M |
| HighMark Wealth Management LLC | 0.47% | Reduce -2.5% | 6,027 | $1.1M |
| First Bancorp, Inc | 0.56% | No change | 6,000 | $1.1M |
| Systematic Financial Management LP | 0.03% | Reduce -33.1% | 5,888 | $1.0M |
| Private Wealth Asset Management, LLC | 0.12% | Reduce -3.6% | 5,876 | $1.0M |
| Highland Capital Management, LLC | 0.05% | Reduce -1.5% | 5,861 | $1.0M |
| Clarion Wealth Managment Partners, LLC | 1.02% | Reduce -4.7% | 5,831 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -9.3% | 5,829 | $1.0M |
| Brown Wealth Management, LLC | 0.29% | Reduce -2.4% | 5,790 | $1.0M |
| Anchor Capital Advisors LLC | 0.03% | Reduce -22.9% | 5,777 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -2.3% | 5,712 | $1.0M |
| Crescent Grove Advisors, LLC | 0.10% | No change | 5,698 | $1.0M |
| Howland Capital Management LLC | 0.04% | No change | 5,685 | $1.0M |
| NewEdge Wealth, LLC | 0.01% | No change | 5,656 | $1.0M |
| Jordan Park Group LLC | 0.06% | No change | 5,533 | $978K |
| E&G Advisors, LLC | 0.23% | No change | 5,529 | $978K |
| Integrated Advisors Network LLC | 0.04% | No change | 5,514 | $975K |
| Affinity Capital Advisors, LLC | 0.15% | Reduce -4.2% | 5,475 | $975K |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -60.3% | 5,509 | $974K |
| Rodgers & Associates, LTD | 0.10% | Reduce -0.7% | 5,507 | $974K |
| IFP Advisors, Inc | 0.03% | Add +40.6% | 5,491 | $971K |
| VestGen Advisors, LLC | 0.03% | Add +1.8% | 5,444 | $963K |
| Atlas Legacy Advisors, LLC | 0.19% | Reduce -8.9% | 5,441 | $962K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -3.0% | 5,374 | $950K |
| Paragon Financial Partners, Inc. | 0.60% | Add +0.2% | 5,336 | $944K |
| Citizens Financial Group Inc. | 0.01% | Reduce -15.2% | 5,331 | $943K |
| American State Bank (Iowa) | 0.48% | Add +4.4% | 5,327 | $942K |
| Disciplined Investments, LLC | 0.38% | No change | 5,327 | $942K |
| Capital Analysts, LLC | 0.03% | Reduce -0.4% | 5,303 | $938K |
| North Star Investment Management Corp. | 0.06% | Reduce -4.0% | 5,294 | $936K |
| Culbertson A N & Co. Inc. | 0.13% | No change | 5,211 | $921K |
| Mma Asset Management LLC | 0.30% | Reduce -38.4% | 5,145 | $910K |
| Maxele Advisors, LLC | 0.78% | Add +3.2% | 5,132 | $907K |
| Becker Capital Management Inc. | 0.03% | Reduce -1.8% | 5,128 | $907K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +63.9% | 5,103 | $902K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -2.8% | 5,064 | $895K |
| SOL Capital Management CO | 0.08% | Reduce -7.6% | 5,060 | $895K |
| Cascade Financial Partners, LLC | 0.10% | No change | 5,032 | $890K |
| Carbahal Olsen Financial Services Group, LLC | 0.71% | Reduce -3.1% | 5,001 | $884K |
| Brighton Jones LLC | 0.02% | Add +8.0% | 4,973 | $879K |
| VAUGHAN & Co SECURITIES, INC. | 0.47% | Reduce -0.2% | 4,971 | $879K |
| MWA Asset Management | 0.48% | Reduce -11.9% | 4,886 | $864K |
| Hirtle & Co., LLC | 0.03% | No change | 4,877 | $862K |
| Carnegie Investment Counsel | 0.02% | Reduce -18.3% | 4,876 | $862K |
| Gables Capital Management Inc. | 0.37% | No change | 4,851 | $858K |
| Renasant Bank | 0.54% | Reduce -26.7% | 4,836 | $855K |
| ARK & TLK Investments, LLC | 0.27% | Reduce -60.8% | 4,804 | $849K |
| Arista Wealth Management, LLC | 0.11% | No change | 4,804 | $849K |
| Diversified Investment Strategies, LLC | 0.56% | No change | 4,796 | $848K |
| Center for Financial Planning, Inc. | 0.09% | No change | 4,760 | $842K |
| Opus Capital Group, LLC | 0.09% | No change | 4,718 | $834K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -0.4% | 4,710 | $833K |
| Rf&l Wealth Management, LLC | 0.49% | Add +0.4% | 4,690 | $829K |
| Dravo Bay LLC | 0.36% | Reduce -0.6% | 4,661 | $824K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.4% | 4,649 | $824K |
| Wealthspire Retirement, LLC | 0.05% | Add +0.0% | 4,611 | $815K |
| First Business Financial Services, Inc. | 0.07% | No change | 4,604 | $814K |
| Composition Wealth, LLC | 0.01% | Add +7.1% | 4,600 | $813K |
| Guidance Point Advisors, LLC | 0.20% | Reduce -0.6% | 4,570 | $809K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +0.1% | 4,540 | $803K |
| Naviter Wealth, LLC | 0.09% | No change | 4,439 | $785K |
| Garde Capital, Inc. | 0.04% | No change | 4,425 | $782K |
| Firestone Capital Management | 0.17% | Reduce -1.3% | 4,422 | $782K |
| Smartleaf Asset Management LLC | 0.05% | Add +27.8% | 4,417 | $780K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -1.1% | 4,400 | $778K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.8% | 4,389 | $776K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -8.3% | 4,388 | $776K |
| Bricktown Capital, LLC | 0.13% | No change | 4,386 | $775K |
| Auxano Advisors, LLC | 0.16% | Reduce -0.2% | 4,335 | $766K |
| Widmann Financial Services, Inc. | 0.48% | No change | 4,329 | $765K |
| Brown Brothers Harriman & Co. | 0.00% | Add +4.3% | 4,290 | $759K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.1% | 4,235 | $749K |
| Evoke Wealth, LLC | 0.02% | Add +0.2% | 4,229 | $748K |
| Magnus Financial Group LLC | 0.06% | Add +1.6% | 4,185 | $740K |
| Retirement Investment Advisors, Inc. | 0.06% | No change | 4,183 | $740K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -5.9% | 4,178 | $739K |
| FineMark National Bank & Trust | 0.02% | Reduce -8.0% | 4,174 | $738K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.73% | Add +0.2% | 4,160 | $735K |
| Davidson Trust Co. | 0.30% | Add +18.3% | 4,138 | $732K |
| National Philanthropic Trust | 0.01% | No change | 4,139 | $732K |
| Apella Capital, LLC | 0.02% | Add +39.8% | 4,098 | $725K |
| Foster Group, Inc. | 0.02% | Reduce -0.1% | 4,081 | $722K |
| GAMCO Investors | 0.01% | Reduce -11.1% | 4,070 | $720K |
| Bessemer Group Inc. | 0.00% | Add +263.3% | 4,025 | $712K |
| Russell Investments Group, Ltd. | 0.00% | Add +71.6% | 3,989 | $705K |
| Tillman Hartley LLC | 0.18% | No change | 3,986 | $705K |
| Compound Planning, Inc. | 0.02% | Add +0.0% | 3,985 | $705K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -3.4% | 3,985 | $705K |
| Private Trust Co. NA | 0.06% | Reduce -8.2% | 3,966 | $701K |
| Phillips Financial Management, LLC | 0.05% | Reduce -13.5% | 3,953 | $699K |
| NorthRock Partners, LLC | 0.01% | Reduce -13.1% | 3,934 | $696K |
| Heck Capital Advisors, LLC | 0.05% | Add +12.1% | 3,914 | $692K |
| Fiducient Advisors LLC | 0.08% | Add +78.3% | 3,912 | $692K |
| Daymark Wealth Partners, LLC | 0.02% | Add +5.0% | 3,912 | $692K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -3.6% | 3,875 | $685K |
| Stegner Investment Associates Inc. | 0.37% | No change | 3,862 | $683K |
| Sageworth Trust Co | 0.03% | Reduce -63.3% | 3,827 | $677K |
| Aft, Forsyth & Company, Inc. | 0.32% | No change | 3,810 | $674K |
| Elevation Wealth Partners, LLC | 0.24% | Add +0.2% | 3,809 | $673K |
| World Investment Advisors | 0.01% | Add +0.6% | 3,780 | $668K |
| Smithfield Trust Co | 0.03% | Reduce -13.4% | 3,859 | $668K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +1.6% | 3,761 | $665K |
| Strategies Wealth Advisors, LLC | 0.07% | Add +0.5% | 3,755 | $664K |
| Eagle Strategies LLC | 0.09% | Reduce -0.3% | 3,739 | $661K |
| Welch & Forbes LLC | 0.01% | Reduce -1.6% | 3,725 | $659K |
| Diversified Portfolios, Inc. | 0.06% | No change | 3,716 | $657K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -17.5% | 3,705 | $655K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | No change | 3,703 | $655K |
| Two Sigma Securities, LLC | 0.10% | Reduce -53.6% | 3,668 | $649K |
| Rialto Wealth Management, LLC | 0.17% | Reduce -1.2% | 3,653 | $646K |
| Wealthstream Advisors, Inc. | 0.10% | No change | 3,628 | $642K |
| Avior Wealth Management, LLC | 0.02% | Reduce -3.0% | 3,622 | $640K |
| Sigma Planning Corp | 0.02% | Reduce -51.6% | 3,602 | $637K |
| Heritage Wealth Advisors | 0.03% | No change | 3,600 | $637K |
| Palisades Hudson Asset Management, L.P. | 0.23% | Add +0.3% | 3,597 | $636K |
| Ullmann Wealth Partners Group, LLC | 0.07% | Add +0.1% | 3,588 | $634K |
| Klingenstein Fields & Co. LP | 0.02% | New | 3,582 | $633K |
| First Commonwealth Financial Corp | 0.11% | Reduce -12.5% | 3,580 | $633K |
| Sax Wealth Advisors, LLC | 0.03% | Add +0.1% | 3,569 | $631K |
| Chemung Canal Trust Co. | 0.13% | Reduce -3.8% | 3,562 | $630K |
| Western Wealth Management, LLC | 0.03% | Add +3.0% | 3,554 | $628K |
| Plum Street Advisors, LLC | 0.24% | Reduce -0.2% | 3,537 | $625K |
| Curtis Advisory Group, LLC | 0.14% | Add +0.8% | 3,530 | $624K |
| Ascent Group, LLC | 0.02% | Reduce -9.6% | 3,527 | $624K |
| Chicago Capital, LLC | 0.02% | No change | 3,511 | $621K |
| JFS Wealth Advisors, LLC | 0.04% | Add +1.1% | 3,495 | $618K |
| Lanark Financial, Inc. | 0.05% | Add +5.7% | 3,476 | $615K |
| Townsend Asset Management Corp. /NC/ | 0.22% | Reduce -1.1% | 3,466 | $613K |
| BIP Wealth, LLC | 0.03% | Reduce -1.1% | 3,456 | $611K |
| Fiduciary Financial Group, LLC | 0.10% | Reduce -14.4% | 3,436 | $608K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -0.8% | 3,422 | $605K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +5.0% | 3,398 | $601K |
| American Wealth Advisors, LLC | 0.59% | — | 3,381 | $598K |
| Haverford Trust Co | 0.01% | Add +1.3% | 3,380 | $598K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.4% | 3,366 | $595K |
| Legacy Advisors, LLC | 0.07% | — | 3,363 | $595K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +0.0% | 3,352 | $593K |
| Trust Co. of Vermont | 0.03% | Add +4.1% | 3,328 | $588K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 3,325 | $588K |
| SCS Capital Management LLC | 0.01% | Reduce -18.3% | 3,307 | $585K |
| Intrepid Financial Planning Group LLC | 0.22% | Add +2.5% | 3,306 | $585K |
| Caldwell Trust Co | 0.05% | Add +0.9% | 3,305 | $584K |
| KDK Private Wealth Management, LLC | 0.59% | Reduce -1.0% | 3,299 | $583K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 3,284 | $581K |
| Yardley Wealth Management LLC | 0.32% | No change | 3,275 | $579K |
| Verus Capital Partners, LLC | 0.04% | Reduce -5.8% | 3,257 | $576K |
| Focus Financial Network, Inc. | 0.02% | Add +0.0% | 3,246 | $574K |
| Smith Thornton Advisors LLC | 0.30% | No change | 3,225 | $570K |
| Chicago Partners Investment Group LLC | 0.01% | Add +3.5% | 3,161 | $570K |
| PFG Investments, LLC | 0.03% | Reduce -1.9% | 3,221 | $569K |
| Strategic Blueprint, LLC | 0.02% | New | 3,216 | $569K |
| Quantinno Capital Management LP | 0.00% | Add +143.8% | 3,199 | $566K |
| Forum Financial Management, LP | 0.01% | Add +0.2% | 3,144 | $556K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -1.8% | 3,144 | $556K |
| Watts Gwilliam & Co., LLC | 0.09% | Add +0.1% | 3,142 | $556K |
| Archvest Wealth Advisors, Inc. | 0.49% | Add +0.4% | 3,135 | $554K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.4% | 3,113 | $550K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 3,082 | $545K |
| Key Financial Inc | 0.10% | No change | 3,062 | $544K |
| True North Advisors, LLC | 0.09% | Add +0.9% | 3,028 | $535K |
| American Trust | 0.05% | Add +3.4% | 3,024 | $535K |
| Riverbend Wealth Management, LLC | 0.37% | No change | 3,000 | $530K |
| Quantbot Technologies LP | 0.01% | Reduce -66.8% | 3,000 | $530K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -2.6% | 2,999 | $530K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.5% | 2,997 | $530K |
| Sage Capital Management, LLC | 0.24% | Add +0.4% | 2,988 | $528K |
| Castle Wealth Management LLC | 0.18% | Add +0.0% | 2,987 | $528K |
| St Germain D J Co. Inc. | 0.02% | No change | 2,976 | $526K |
| Broadview Financial Management, LLC | 0.35% | Add +0.5% | 2,976 | $526K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -6.5% | 2,968 | $525K |
| HRT Financial LP | 0.00% | Reduce -0.4% | 2,960 | $523K |
| Appleton Partners Inc. | 0.03% | Add +13.6% | 2,942 | $520K |
| Ancora Advisors LLC | 0.01% | Reduce -2.3% | 2,923 | $517K |
| Canandaigua National Bank & Trust Co. | 0.04% | No change | 2,892 | $511K |
| Cibc World Market Inc. | 0.00% | Add +0.5% | 2,862 | $506K |
| Embree Financial Group | 0.07% | Add +0.1% | 2,861 | $506K |
| Sage Financial Group Inc. | 0.03% | No change | 2,858 | $505K |
| St. Clair Advisors, LLC | 0.13% | Reduce -2.9% | 2,856 | $505K |
| Evermay Wealth Management LLC | 0.06% | Reduce -0.6% | 2,818 | $498K |
| Catalyst Financial Partners LLC | 0.06% | No change | 2,806 | $496K |
| Maltin Wealth Management, Inc. | 0.21% | Add +0.4% | 2,805 | $496K |
| Diversify Wealth Management, LLC | 0.03% | Add +0.2% | 2,789 | $494K |
| Berkeley, Inc | 0.16% | Reduce -1.2% | 2,782 | $492K |
| Cadence Bank | 0.03% | Reduce -0.1% | 2,759 | $488K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +13.8% | 2,755 | $487K |
| Meritage Portfolio Management | 0.03% | New | 2,752 | $487K |
| Creekside Partners | 0.21% | Add +0.2% | 2,736 | $484K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 2,721 | $481K |
| Granite Harbor Advisors, Inc. | 0.20% | New | 2,715 | $480K |
| Paulson Wealth Management Inc. | 0.11% | No change | 2,714 | $480K |
| Centennial Bank | 0.19% | Reduce -6.0% | 2,705 | $478K |
| Tarbox Family Office, Inc. | 0.07% | Reduce -1.9% | 2,699 | $477K |
| Fisher Asset Management | 0.00% | Add +21.7% | 2,699 | $477K |
| Legacy Capital Group California, Inc. | 0.12% | Reduce -0.8% | 2,695 | $476K |
| TD Private Client Wealth LLC | 0.01% | Add +4.9% | 2,690 | $476K |
| Founders Financial Securities LLC | 0.03% | New | 2,677 | $473K |
| Keebeck Wealth Management | 0.06% | No change | 2,669 | $472K |
| Spire Wealth Management | 0.02% | Add +15.9% | 2,662 | $471K |
| First Western Trust Bank | 0.02% | No change | 2,581 | $456K |
| Steel Grove Capital Advisors, LLC | 0.05% | Reduce -51.0% | 2,884 | $455K |
| Pettinga Financial Advisors LLC | 0.09% | Reduce -26.9% | 2,557 | $452K |
| Procyon Advisors, LLC | 0.03% | No change | 2,534 | $448K |
| Endeavor Private Wealth, Inc. | 0.14% | New | 2,530 | $447K |
| Nicolet Bankshares Inc. | 0.07% | Add +9.7% | 2,511 | $444K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Reduce -0.2% | 2,510 | $444K |
| Liberty Square Wealth Partners LLC | 0.14% | No change | 2,503 | $443K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,496 | $441K |
| Mayflower Financial Advisors, LLC | 0.06% | No change | 2,483 | $439K |
| Dimension Capital Management LLC | 0.06% | No change | 2,478 | $438K |
| Paragon Capital Management Ltd | 0.08% | Add +0.3% | 2,474 | $438K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.5% | 2,472 | $437K |
| Trust Point Inc. | 0.04% | No change | 2,472 | $437K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +94.4% | 2,471 | $437K |
| Croban | 0.29% | Reduce -5.5% | 2,469 | $437K |
| Principal Securities, Inc. | 0.01% | Reduce -2.1% | 2,467 | $436K |
| Arete Wealth Advisors, LLC | 0.03% | Add +0.5% | 2,456 | $434K |
| Lutz Financial Services LLC | 0.03% | Reduce -8.9% | 2,448 | $433K |
| Ausdal Financial Partners, Inc. | 0.02% | No change | 2,421 | $428K |
| Mycio Wealth Partners, LLC | 0.10% | Add +0.5% | 2,414 | $427K |
| Colonial Trust Co / SC | 0.06% | No change | 2,413 | $426K |
| Clear Investment Research, LLC | 0.57% | Reduce -0.2% | 2,406 | $426K |
| Emergent Wealth Advisors, LLC | 0.24% | Add +0.4% | 2,385 | $422K |
| Mission Wealth Management, LP | 0.01% | Add +51.6% | 2,383 | $421K |
| Friday Financial | 0.18% | Add +5.0% | 2,382 | $421K |
| Gator Capital Management, LLC | 0.11% | Reduce -18.5% | 2,375 | $420K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.1% | 2,369 | $419K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.8% | 2,363 | $418K |
| Teachers Insurance & Annuity Association of America | 0.49% | Reduce -33.0% | 2,341 | $414K |
| Triad Wealth Partners, LLC | 0.05% | Add +5.3% | 2,320 | $410K |
| Cannell & Spears LLC | 0.01% | Reduce -18.7% | 2,315 | $409K |
| LGT Financial Advisors LLC | 0.87% | Add +0.4% | 2,294 | $406K |
| BridgePort Financial Solutions, LLC | 0.11% | No change | 2,279 | $403K |
| Elm Partners Management LLC | 0.02% | New | 2,276 | $402K |
| CJM Wealth Advisers, Ltd. | 0.12% | Add +0.0% | 2,275 | $402K |
| Smith, Moore & Co. | 0.03% | Add +1.4% | 2,266 | $401K |
| American National Bank & Trust | 0.04% | No change | 2,260 | $400K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -0.4% | 2,251 | $398K |
| Valley Forge Investment Consultants Inc. Adv | 0.12% | No change | 2,249 | $398K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -0.2% | 2,237 | $396K |
| Capital Square, LLC | 0.20% | Reduce -2.2% | 2,222 | $393K |
| Amarillo National Bank | 0.07% | Reduce -34.0% | 2,204 | $390K |
| QRG Capital Management, Inc. | 0.00% | New | 2,194 | $388K |
| Steph & Co. | 0.12% | Add +0.3% | 2,188 | $387K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 2,183 | $386K |
| Baxter Bros Inc. | 0.04% | No change | 2,175 | $385K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 2,172 | $384K |
| Gries Financial LLC | 0.06% | Add +0.2% | 2,171 | $384K |
| Optimist Retirement Group LLC | 0.17% | No change | 2,164 | $383K |
| Cambridge Financial Group, LLC | 0.12% | New | 2,154 | $381K |
| Mgo One Seven LLC | 0.01% | Add +28.9% | 2,127 | $376K |
| Tassel Capital Management, Inc. | 0.24% | Add +0.5% | 2,125 | $376K |
| Truepoint, Inc. | 0.01% | Reduce -0.7% | 2,124 | $376K |
| Diversified Trust Co. | 0.01% | Add +4.5% | 2,120 | $375K |
| Horizon Investments, LLC | 0.00% | New | 2,117 | $374K |
| Independent Advisor Alliance | 0.01% | Reduce -28.9% | 2,113 | $374K |
| Howe & Rusling Inc. | 0.03% | Reduce -6.6% | 2,108 | $373K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.5% | 2,105 | $372K |
| Patten & Patten Inc. | 0.02% | Reduce -1.2% | 2,101 | $372K |
| Coastwise Capital Group, LLC | 0.26% | Add +0.4% | 2,092 | $370K |
| GM Advisory Group, LLC | 0.02% | Add +3.8% | 2,090 | $370K |
| Builder Investment Group Inc. | 0.08% | Add +8.4% | 2,087 | $369K |
| Aurelius Family Office LLC | 0.16% | Add +0.1% | 2,078 | $367K |
| Certified Advisory Corp | 0.03% | No change | 2,077 | $367K |
| National Bank of Canada | 0.00% | Reduce -0.5% | 2,077 | $367K |
| Skyline Advisors, Inc. | 0.12% | Add +0.5% | 2,026 | $358K |
| Old National Bancorp | 0.01% | Add +0.1% | 2,025 | $358K |
| Well Done, LLC | 0.06% | No change | 2,024 | $358K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +6.7% | 2,018 | $357K |
| Allen Investment Management, LLC | 0.00% | No change | 2,017 | $357K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,016 | $356K |
| Mather Group, Llc. | 0.00% | No change | 2,014 | $356K |
| City National Bank of Florida | 0.23% | No change | 2,000 | $354K |
| Regency Capital Management Inc.\DE | 0.17% | No change | 2,000 | $354K |
| Simplicity Wealth,LLC | 0.02% | No change | 2,000 | $354K |
| Krilogy Financial LLC | 0.01% | New | 1,981 | $351K |
| W Advisors, LLC | 0.18% | No change | 1,950 | $345K |
| McMill Wealth Management | 0.10% | No change | 1,948 | $344K |
| Aspen Grove Capital, LLC | 0.06% | Reduce -36.6% | 1,937 | $342K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -54.9% | 1,932 | $342K |
| IHT Wealth Management, LLC | 0.01% | Add +43.5% | 1,913 | $338K |
| New South Capital Management Inc. | 0.02% | Reduce -78.6% | 1,910 | $338K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -78.6% | 1,910 | $338K |
| Diversified Enterprises, LLC | 0.02% | Reduce -4.0% | 1,909 | $338K |
| Fort Point Capital Partners LLC | 0.04% | No change | 1,907 | $337K |
| Financial Management Network Inc. | 0.06% | No change | 1,871 | $336K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 1,901 | $336K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -0.1% | 1,902 | $336K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -0.8% | 1,876 | $332K |
| Chapin Davis, Inc. | 0.08% | Add +0.3% | 1,856 | $328K |
| Clarius Group, LLC | 0.02% | No change | 1,852 | $327K |
| Wedgewood Investors Inc. | 0.36% | No change | 1,848 | $327K |
| Savvy Advisors, Inc. | 0.01% | New | 1,838 | $325K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.4% | 1,826 | $323K |
| Three Bridge Wealth Advisors, LLC | 0.08% | No change | 1,820 | $322K |
| Peak Asset Management, LLC | 0.06% | No change | 1,805 | $319K |
| Marotta Asset Management | 0.06% | No change | 1,797 | $319K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +4.4% | 1,803 | $319K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -3.0% | 1,785 | $316K |
| Navigation Wealth Management, Inc. | 0.46% | New | 1,776 | $314K |
| First Nebraska Trust Co | 0.03% | No change | 1,774 | $314K |
| StoneX Group Inc. | 0.01% | Reduce -26.5% | 1,766 | $312K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 1,765 | $312K |
| Retirement Income Solutions, Inc. | 0.05% | Add +2.9% | 1,758 | $311K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 1,757 | $311K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Add +0.2% | 1,711 | $310K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -3.1% | 1,735 | $307K |
| Investmark Advisory Group LLC | 0.13% | Add +7.4% | 1,734 | $307K |
| Certuity, LLC | 0.02% | Reduce -6.0% | 1,720 | $304K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -4.7% | 1,704 | $303K |
| LexAurum Advisors, LLC | 0.04% | Add +2.8% | 1,711 | $303K |
| Equitable Trust Co. | 0.01% | Add +10.3% | 1,706 | $302K |
| HUB Investment Partners, LLC | 0.01% | Reduce -8.1% | 1,700 | $300K |
| FSC Wealth Advisors, LLC | 0.17% | Add +22.7% | 1,695 | $300K |
| Balefire, LLC | 0.06% | New | 1,692 | $299K |
| Legacy Trust | 0.06% | Reduce -3.9% | 1,689 | $299K |
| Verum Partners LLC | 0.06% | Add +0.4% | 1,679 | $297K |
| Sapient Capital LLC | 0.00% | No change | 1,672 | $295K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.3% | 1,668 | $295K |
| McNamara Financial Services, Inc. | 0.05% | No change | 1,657 | $293K |
| Kanawha Capital Management LLC | 0.02% | Reduce -13.1% | 1,656 | $293K |
| Leo Wealth, LLC | 0.04% | Reduce -22.1% | 1,651 | $292K |
| DiNuzzo Private Wealth, Inc. | 0.03% | No change | 1,665 | $290K |
| West Michigan Advisors, LLC | 0.07% | Add +0.6% | 1,638 | $290K |
| Fulton Bank, N.A. | 0.01% | No change | 1,624 | $287K |
| Integrity Alliance, Llc. | 0.01% | New | 1,622 | $287K |
| Cornell Pochily Investment Advisors, Inc. | 0.09% | Add +3.4% | 1,619 | $286K |
| Eight 31 Financial, LLC | 0.16% | No change | 1,611 | $285K |
| Oliver Luxxe Assets LLC | 0.04% | Reduce -1.2% | 1,595 | $282K |
| Advance Capital Management, Inc. | 0.01% | Add +0.9% | 1,586 | $280K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 1,585 | $280K |
| Bearing Point Capital, LLC | 0.05% | No change | 1,578 | $279K |
| Raffa Wealth Management, LLC | 0.05% | Add +0.5% | 1,576 | $279K |
| TCTC Holdings, LLC | 0.01% | No change | 1,574 | $278K |
| Capital Advantage, Inc. | 0.04% | Add +0.2% | 1,563 | $276K |
| Atala Financial Inc | 0.17% | No change | 1,560 | $276K |
| Ellis Investment Partners, LLC | 0.05% | Add +0.9% | 1,556 | $275K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 1,556 | $275K |
| Alexander Randolph Advisory, Inc. | 0.23% | No change | 1,555 | $275K |
| Destination Wealth Management | 0.01% | Add +19.8% | 1,555 | $275K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +0.8% | 1,548 | $274K |
| Townsquare Capital LLC | 0.04% | No change | 1,528 | $270K |
| Asset Dedication, LLC | 0.02% | No change | 1,526 | $270K |
| Wedbush Securities Inc. | 0.01% | Add +4.2% | 1,507 | $267K |
| Navis Wealth Advisors, LLC | 0.20% | No change | 1,500 | $265K |
| Aufman Associates Inc | 0.15% | No change | 1,500 | $265K |
| Compass Ion Advisors, LLC | 0.03% | No change | 1,496 | $265K |
| Oakworth Capital, Inc. | 0.02% | No change | 1,496 | $265K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 1,484 | $263K |
| Insigneo Advisory Services, LLC | 0.02% | New | 1,488 | $263K |
| Independence Bank of Kentucky | 0.03% | No change | 1,484 | $262K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -1.3% | 1,476 | $261K |
| Institute for Wealth Management, LLC. | 0.03% | New | 1,476 | $261K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,465 | $259K |
| Northstar Group, Inc. | 0.04% | No change | 1,455 | $257K |
| Rhumbline Advisers | 0.00% | Add +27.8% | 1,453 | $257K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -7.9% | 1,452 | $257K |
| Heritage Investors Management Corp. | 0.01% | New | 1,451 | $256K |
| Live Oak Private Wealth LLC | 0.04% | No change | 1,438 | $254K |
| Gotham Asset Management | 0.00% | No change | 1,433 | $253K |
| Larson Financial Group LLC | 0.01% | Reduce -4.1% | 1,433 | $253K |
| Clientfirst Wealth Management, LLC | 0.20% | Reduce -25.9% | 1,430 | $253K |
| Lionshead Wealth Management, LLC | 0.20% | Add +5.6% | 1,430 | $253K |
| Marshall Financial Group Inc. | 0.07% | Add +0.2% | 1,427 | $252K |
| Romano Brothers and Company | 0.03% | No change | 1,418 | $251K |
| Chatham Capital Group, Inc. | 0.04% | No change | 1,410 | $249K |
| Hoxton Planning & Management, LLC | 0.08% | Reduce -1.8% | 1,409 | $249K |
| Annandale Capital, LLC | 0.04% | No change | 1,408 | $249K |
| 1834 Investment Advisors Co. | 0.03% | Reduce -6.4% | 1,399 | $247K |
| Smith Salley Wealth Management | 0.01% | No change | 1,399 | $247K |
| Matauro, LLC | 0.04% | Reduce -0.3% | 1,395 | $247K |
| Ballentine Partners, LLC | 0.00% | New | 1,385 | $245K |
| Sharp Wealth Advisory, LLC | 0.13% | New | 1,375 | $243K |
| Ledyard National Bank | 0.02% | No change | 1,375 | $243K |
| CCG Wealth Management, LLC | 0.11% | Add +0.4% | 1,374 | $243K |
| Members Wealth LLC | 0.15% | — | 1,345 | $239K |
| Hollencrest Capital Management | 0.01% | No change | 1,335 | $236K |
| Athena Investment Management | 0.12% | No change | 1,325 | $234K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 1,320 | $233K |
| Keystone Wealth Services, LLC | 0.05% | Reduce -7.0% | 1,318 | $233K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.6% | 1,311 | $232K |
| Saxon Interests, Inc. | 0.09% | No change | 1,331 | $232K |
| Planned Solutions, Inc. | 0.08% | New | 1,302 | $230K |
| Cladis Investment Advisory, LLC | 0.13% | No change | 1,300 | $230K |
| Cypress Capital Group | 0.03% | No change | 1,296 | $229K |
| Capital Investment Advisors, LLC | 0.00% | New | 1,295 | $229K |
| Investment Advisory Group, LLC | 0.06% | Reduce -0.6% | 1,295 | $229K |
| William Howard & Co Financial Advisors Inc | 0.19% | No change | 1,289 | $228K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 1,283 | $227K |
| S.A. Mason LLC | 0.10% | No change | 1,263 | $223K |
| Meridian Financial Partners LLC | 0.09% | New | 1,246 | $223K |
| Partners in Financial Planning | 0.04% | Reduce -0.9% | 1,259 | $223K |
| NBT Bank, N.A. | 0.01% | Reduce -7.0% | 1,255 | $222K |
| Cannon Financial Strategists, Inc. | 0.03% | New | 1,242 | $220K |
| KMG Fiduciary Partners, LLC | 0.01% | New | 1,237 | $219K |
| Anchor Investment Management, LLC | 0.02% | Add +0.2% | 1,236 | $218K |
| Professional Advisory Services Inc. | 0.03% | New | 1,232 | $218K |
| Wedmont Private Capital | 0.01% | New | 1,219 | $217K |
| Dakota Wealth Management | 0.00% | New | 1,218 | $215K |
| Timonier Family Office, LTD. | 0.07% | New | 1,207 | $213K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -12.2% | 1,206 | $213K |
| Sunpointe, LLC | 0.08% | New | 1,200 | $212K |
| Sanders Morris Harris LLC | 0.03% | New | 1,200 | $212K |
| Total Clarity Wealth Management, Inc. | 0.06% | Reduce -62.5% | 1,200 | $212K |
| Foresight Capital Management Advisors, Inc. | 0.12% | New | 1,190 | $210K |
| Blankinship & Foster, LLC | 0.05% | New | 1,189 | $210K |
| M.E. Allison & Co., Inc. | 0.15% | New | 1,185 | $210K |
| Palisade Asset Management, LLC | 0.02% | New | 1,184 | $209K |
| McClarren Financial Advisors, Inc. | 0.13% | New | 1,183 | $209K |
| CGN Advisors LLC | 0.02% | New | 1,183 | $209K |
| Instrumental Wealth, LLC | 0.15% | New | 1,173 | $207K |
| Genesee Capital Advisors, LLC | 0.09% | New | 1,170 | $207K |
| CENTRAL TRUST Co | 0.00% | Add +9.7% | 1,167 | $206K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -41.5% | 1,148 | $203K |
| Centaurus Financial, Inc. | 0.01% | Reduce -4.3% | 1,118 | $198K |
| HM Payson & Co. | 0.00% | Reduce -24.0% | 1,100 | $194K |
| Lazard Asset Management LLC | 0.00% | No change | 1,100 | $194K |
| SG Americas Securities, LLC | 0.00% | Reduce -47.8% | 1,090 | $193K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,087 | $192K |
| Binnacle Investments Inc | 0.11% | Reduce -0.5% | 1,063 | $188K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 1,043 | $184K |
| Rothschild Investment LLC | 0.01% | No change | 1,037 | $183K |
| Manchester Capital Management LLC | 0.02% | No change | 994 | $176K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 972 | $172K |
| Rice Partnership, LLC | 0.02% | Add +2.4% | 960 | $170K |
| Copia Wealth Management | 0.13% | Add +0.9% | 957 | $169K |
| Clearstead Trust, LLC | 0.03% | No change | 946 | $167K |
| Westside Investment Management, Inc. | 0.03% | No change | 940 | $166K |
| Rossmore Private Capital | 0.02% | New | 940 | $166K |
| City State Bank | 0.05% | No change | 939 | $166K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 925 | $164K |
| Sage Mountain Advisors LLC | 0.01% | Add +3.5% | 925 | $164K |
| Cornerstone Planning Group LLC | 0.03% | Add +0.4% | 912 | $161K |
| Addison Advisors LLC | 0.04% | Reduce -4.9% | 880 | $156K |
| Versant Capital Management, Inc | 0.02% | No change | 856 | $151K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 824 | $146K |
| Topsail Wealth Management, LLC | 0.02% | No change | 823 | $146K |
| Pinney & Scofield, Inc. | 0.09% | No change | 810 | $143K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 807 | $143K |
| SouthState Bank Corp | 0.01% | Reduce -11.0% | 793 | $140K |
| Red Tortoise LLC | 0.06% | Reduce -24.8% | 785 | $139K |
| Motco | 0.01% | New | 782 | $138K |
| WealthShield Partners, LLC | 0.02% | No change | 772 | $136K |
| LRI Investments, LLC | 0.01% | No change | 758 | $134K |
| Grand Wealth Management, LLC | 0.06% | No change | 756 | $134K |
| Thompson Investment Management, Inc. | 0.02% | No change | 754 | $133K |
| Painted Porch Advisors LLC | 0.05% | No change | 725 | $128K |
| GAMMA Investing LLC | 0.01% | No change | 720 | $127K |
| Texas Capital Bancshares Inc | 0.05% | New | 716 | $127K |
| JDM Financial Group LLC | 0.05% | No change | 685 | $121K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -12.9% | 660 | $117K |
| Grove Bank & Trust | 0.01% | No change | 659 | $117K |
| Smallwood Wealth Investment Management, LLC | 0.06% | No change | 658 | $117K |
| Hopwood Financial Services, Inc. | 0.08% | Reduce -23.4% | 655 | $116K |
| Navigoe, LLC | 0.07% | No change | 655 | $115K |
| West Paces Advisors Inc. | 0.02% | No change | 650 | $115K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 647 | $114K |
| Creative Financial Designs Inc. | 0.01% | No change | 635 | $112K |
| Hemington Wealth Management | 0.01% | No change | 636 | $112K |
| EPG Wealth Management LLC | 0.03% | Add +0.5% | 607 | $107K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 605 | $107K |
| Nvwm, LLC | 0.02% | No change | 600 | $106K |
| Angeles Wealth Management, LLC | 0.01% | No change | 575 | $102K |
| Tortoise Investment Management, LLC | 0.01% | No change | 573 | $101K |
| CoreFirst Bank & Trust | 0.05% | No change | 525 | $93K |
| Balentine LLC | 0.00% | No change | 519 | $92K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 489 | $86K |
| Eastern Bank | 0.00% | Reduce -28.6% | 489 | $86K |
| 3Chopt Investment Partners, LLC | 0.02% | No change | 485 | $86K |
| Caitlin John, LLC | 0.06% | New | 482 | $85K |
| Windsor Advisory Group, LLC | 0.07% | No change | 474 | $84K |
| CNB Bank | 0.03% | No change | 471 | $83K |
| Coston, McIsaac & Partners | 0.02% | No change | 459 | $81K |
| First United Bank & Trust | 0.03% | No change | 450 | $80K |
| Atwood & Palmer Inc. | 0.00% | No change | 439 | $78K |
| Redmont Wealth Advisors LLC | 0.11% | No change | 430 | $76K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 426 | $75K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +12.5% | 422 | $75K |
| MilWealth Group LLC | 0.02% | No change | 417 | $74K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 413 | $73K |
| Seneschal Advisors, LLC | 0.05% | New | 410 | $72K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -21.1% | 399 | $71K |
| Loomis Sayles & Co. L P | 0.00% | No change | 398 | $70K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 394 | $70K |
| Community Bank, N.A. | 0.01% | New | 384 | $68K |
| Trust Co. of Toledo NA | 0.01% | Reduce -14.5% | 360 | $64K |
| Crewe Advisors LLC | 0.01% | New | 353 | $62K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -34.5% | 349 | $62K |
| Roble, Belko & Company, Inc | 0.01% | No change | 340 | $60K |
| Ballast Advisors LLC | 0.02% | No change | 338 | $60K |
| Bangor Savings Bank | 0.01% | No change | 337 | $60K |
| Marquette Asset Management, LLC | 0.01% | No change | 324 | $57K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +222.7% | 313 | $55K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 312 | $55K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 313 | $55K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.3% | 308 | $54K |
| Investment Counsel Co. of Nevada | 0.11% | New | 308 | $54K |
| Root Financial Partners, LLC | 0.00% | New | 302 | $53K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 300 | $53K |
| Redwood Park Advisors LLC | 0.04% | No change | 280 | $50K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 276 | $49K |
| Evensky & Katz LLC | 0.00% | Reduce -32.0% | 278 | $49K |
| Roxbury Financial LLC | 0.04% | No change | 275 | $49K |
| United Community Bank | 0.01% | No change | 273 | $48K |
| S&T Bank | 0.01% | Reduce -13.6% | 261 | $46K |
| Cloud Capital Management, LLC | 0.02% | New | 260 | $45K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -86.3% | 248 | $44K |
| WPG Advisers, LLC | 0.03% | Reduce -21.1% | 246 | $43K |
| Signaturefd, LLC | 0.00% | No change | 235 | $42K |
| Biltmore Family Office, LLC | 0.01% | Reduce -21.8% | 233 | $41K |
| Archer Investment Corp | 0.01% | No change | 231 | $41K |
| TrinityBridge Ltd | 0.00% | Reduce -40.0% | 225 | $40K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 216 | $38K |
| TruNorth Capital Management, LLC | 0.01% | No change | 216 | $38K |
| Pflug Koory, LLC | 0.02% | No change | 205 | $36K |
| CVA Family Office, LLC | 0.00% | No change | 204 | $36K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -3.8% | 201 | $36K |
| Insight Inv LLC | 0.02% | Reduce -38.8% | 200 | $35K |
| Nalls Sherbakoff Group, LLC | 0.02% | Add +0.5% | 191 | $34K |
| Optimum Investment Advisors | 0.01% | No change | 190 | $34K |
| Birchbrook, Inc. | 0.02% | No change | 189 | $33K |
| 2UniFi Bank | 0.02% | No change | 180 | $32K |
| Tompkins Financial Corp. | 0.00% | No change | 175 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 172 | $30K |
| First Command Advisory Services, Inc. | 0.00% | No change | 165 | $29K |
| MCF Advisors LLC | 0.00% | No change | 163 | $29K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 157 | $28K |
| Barrett & Company, Inc. | 0.01% | No change | 159 | $28K |
| Abound Wealth Management | 0.01% | Add +8.3% | 157 | $28K |
| Perkins Coie Trust Co | 0.01% | No change | 155 | $27K |
| Hanson & Doremus Investment Management | 0.00% | No change | 151 | $27K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 150 | $27K |
| Investors Research Corp | 0.00% | No change | 150 | $27K |
| DT Investment Partners, LLC | 0.00% | No change | 150 | $27K |
| Monetary Management Group Inc. | 0.01% | No change | 150 | $27K |
| Horizon Bancorp Inc. | 0.01% | No change | 145 | $26K |
| Promus Capital, LLC | 0.02% | No change | 139 | $25K |
| Pacifica Partners Inc. | 0.01% | No change | 137 | $24K |
| Wealth Watch Advisors, INC | 0.01% | New | 137 | $24K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 137 | $24K |
| Main Street Group, LTD | 0.01% | No change | 131 | $23K |
| Armor Investment Advisors, LLC | 0.01% | No change | 130 | $23K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -40.3% | 126 | $22K |
| Private Wealth Management Group, LLC | 0.01% | New | 120 | $21K |
| Ameriflex Group, Inc. | 0.01% | Reduce -45.5% | 116 | $21K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 113 | $20K |
| Richardson Financial Services Inc. | 0.01% | No change | 107 | $19K |
| Pandora Wealth, Inc. | 0.01% | No change | 107 | $19K |
| Resources Management Corp. /CT/ | 0.00% | No change | 100 | $18K |
| Sittner & Nelson, LLC | 0.01% | Reduce -33.1% | 101 | $18K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 100 | $18K |
| Horizons Wealth Management | 0.01% | No change | 100 | $18K |
| American Capital Advisory, LLC | 0.01% | New | 100 | $18K |
| Crews Bank & Trust | 0.00% | No change | 100 | $18K |
| Park Place Capital Corp | 0.00% | Reduce -95.2% | 93 | $16K |
| Gen-Wealth Partners Inc | 0.01% | No change | 91 | $16K |
| Quent Capital, LLC | 0.00% | New | 86 | $15K |
| WFA of San Diego, LLC | 0.01% | No change | 85 | $15K |
| Kings Path Partners LLC | 0.01% | No change | 85 | $15K |
| Wolff Wiese Magana LLC | 0.01% | No change | 84 | $15K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 81 | $14K |
| Darwin Wealth Management, LLC | 0.00% | No change | 78 | $14K |
| Morling Financial Advisors, LLC | 0.00% | No change | 78 | $14K |
| Milestone Investment Advisors LLC | 0.00% | No change | 76 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 72 | $13K |
| Fairman Group, LLC | 0.01% | Add +1.4% | 72 | $13K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 70 | $12K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 68 | $12K |
| Sunbelt Securities, Inc. | 0.00% | Add +81.1% | 67 | $12K |
| CoreCap Advisors, LLC | 0.00% | Add +81.1% | 67 | $12K |
| Financial Life Planners | 0.01% | New | 66 | $12K |
| Founders Capital Management | 0.01% | No change | 66 | $12K |
| Founders Financial Alliance, LLC | 0.00% | Add +5.0% | 63 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 63 | $11K |
| Park Square Financial Group, LLC | 0.05% | Reduce -38.0% | 62 | $11K |
| Activest Wealth Management | 0.00% | Add +5.3% | 60 | $11K |
| Rossby Financial, LCC | 0.00% | No change | 57 | $10K |
| NWK Group, Inc. | 0.00% | No change | 57 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 57 | $10K |
| one8zero8, LLC | 0.00% | No change | 55 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 54 | $10K |
| Financial Avengers, Inc. | 0.00% | No change | 53 | $9K |
| Financial Consulate, Inc. | 0.00% | New | 51 | $9K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 50 | $9K |
| Turning Point Benefit Group, Inc. | 0.01% | New | 49 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 47 | $8K |
| Richardson Capital Management LLC | 0.00% | No change | 45 | $8K |
| AlphaCore Capital LLC | 0.00% | Reduce -89.9% | 45 | $8K |
| Highline Wealth Partners LLC | 0.00% | New | 44 | $8K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 44 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | New | 43 | $8K |
| GoalVest Advisory LLC | 0.00% | No change | 43 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 42 | $7K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 40 | $7K |
| 1 North Wealth Services LLC | 0.00% | No change | 40 | $7K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 39 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 37 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | New | 37 | $7K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 35 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 35 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 34 | $6K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 34 | $6K |
| Breakwater Investment Management | 0.00% | No change | 31 | $5K |
| Noble Wealth Management PBC | 0.00% | — | 30 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 28 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 27 | $5K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 25 | $4K |
| Longview Financial Advisors LLC | 0.00% | New | 22 | $4K |
| ORG Partners LLC | 0.00% | No change | 21 | $4K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 19 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 16 | $3K |
| Broadwater Capital Management LLC | 0.00% | Reduce -99.4% | 15 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 12 | $2K |
| Concord Wealth Partners | 0.00% | No change | 11 | $2K |
| Global Trust Asset Management, LLC | 0.00% | No change | 11 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 9 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -27.3% | 8 | $1K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -58.8% | 7 | $1K |
| 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% | No change | 4 | $708 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $708 |
| Nemes Rush Group LLC | 0.00% | No change | 4 | $707 |
| Compass Financial Services Inc | 0.00% | No change | 3 | $535 |
"% 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.