iShares Russell 2000 GrowthIWOETF
13F holders, Q1 2024 (March 31)932holders
1famous investor
$270.82avg. 13F price*
At the end of Q1 2024, 932 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings. The largest holders were Morgan Stanley ($906.1M), Bank of America Corp. ($867.5M) and Barings LLC ($398.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 2000 Growth
- CUSIP
- 464287648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $104.2M |
| Exits | 79 | $151.0M |
Ownership 932 holders
| Morgan Stanley | 0.07% | Add +0.2% | 3,346,144 | $906.1M |
| Bank of America Corp. | 0.09% | Reduce -1.8% | 3,203,628 | $867.5M |
| Barings LLC | 10.11% | Reduce -2.2% | 1,471,650 | $398.5M |
| Tiaa Trust, National Association | 1.16% | Add +4.0% | 1,397,796 | $379.0M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -4.5% | 1,058,321 | $286.6M |
| Wells Fargo & Company | 0.07% | Reduce -6.4% | 913,773 | $247.4M |
| Cassaday & Co Wealth Management LLC | 7.40% | Add +2.2% | 840,206 | $227.5M |
| Goldman Sachs Group Inc. | 0.05% | Add +11.7% | 797,891 | $216.1M |
| Commonwealth Equity Services, LLC | 0.32% | Add +0.7% | 701,793 | $190.0M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -0.8% | 674,325 | $182.6M |
| Cohen Klingenstein LLC | 5.60% | Reduce -2.0% | 555,790 | $150.5M |
| UBS Group AG | 0.05% | Reduce -5.4% | 514,419 | $139.3M |
| Alliancebernstein L.P. | 0.04% | Add +1.3% | 469,352 | $127.1M |
| US Bancorp \de | 0.18% | Add +2.6% | 464,550 | $125.8M |
| D.A. Davidson & Co. | 1.12% | Add +1.2% | 457,366 | $123.9M |
| Northern Trust Corp. | 0.02% | Add +2.2% | 446,780 | $121.0M |
| LPL Financial LLC | 0.06% | Add +19.8% | 434,650 | $117.7M |
| M&T Bank Corp | 0.41% | Reduce -2.7% | 433,123 | $117.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +25.3% | 426,218 | $115.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.6% | 402,505 | $109.0M |
| FMR LLC | 0.01% | Add +27.3% | 395,523 | $107.1M |
| Royal Bank of Canada | 0.02% | Reduce -15.7% | 332,885 | $90.1M |
| Financial Engines Advisors L.L.C. | 0.19% | Reduce -3.1% | 313,963 | $85.0M |
| Raymond James & Associates | 0.06% | Add +34.2% | 311,272 | $84.3M |
| Commerce Bank | 0.50% | Reduce -0.4% | 279,560 | $75.7M |
| Cetera Investment Advisers | 0.17% | Add +206.7% | 272,261 | $73.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.0% | 237,795 | $64.4M |
| Sei Investments Co. | 0.08% | Reduce -5.6% | 202,148 | $54.7M |
| Badgley Phelps Wealth Managers, LLC | 1.36% | Add +2.8% | 201,080 | $54.5M |
| Creative Planning | 0.05% | Reduce -1.3% | 181,395 | $49.1M |
| Cresset Asset Management, LLC | 0.24% | Add +6.3% | 179,271 | $48.5M |
| Brown Advisory Inc. | 0.06% | Reduce -25.5% | 179,259 | $48.5M |
| Truist Financial Corp. | 0.07% | Add +15.3% | 178,493 | $48.3M |
| Alaska Permanent Fund Corp | 0.70% | Reduce -65.6% | 176,576 | $47.8M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +9.2% | 174,775 | $47.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -7.7% | 156,890 | $42.5M |
| Keybank National Association | 0.17% | Reduce -0.5% | 155,502 | $42.1M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +4.1% | 151,034 | $40.9M |
| BNP Paribas Financial Markets | 0.05% | Add +11.5% | 148,439 | $40.2M |
| Corient Private Wealth LP | 0.07% | Reduce -1.9% | 148,176 | $40.1M |
| Orion Porfolio Solutions, LLC | 0.39% | Add +0.0% | 133,046 | $36.0M |
| Orion Portfolio Solutions, LLC | 0.39% | Add +0.0% | 133,046 | $36.0M |
| Silvercrest Asset Management Group LLC | 0.24% | Reduce -1.1% | 132,736 | $35.9M |
| Shepherd Financial Partners LLC | 4.62% | Add +10.7% | 130,364 | $35.3M |
| Pacific Life Fund Advisors LLC | 3.29% | Reduce -6.9% | 123,932 | $33.6M |
| Ameriprise Financial Inc. | 0.01% | Add +4.6% | 113,038 | $30.6M |
| Choreo, LLC | 0.75% | Add +2.4% | 107,181 | $29.0M |
| Citigroup Inc. | 0.03% | Reduce -1.1% | 106,289 | $28.8M |
| Stephens Inc. | 0.44% | Add +4.9% | 105,793 | $28.6M |
| Proficio Capital Partners LLC | 3.15% | New | 105,851 | $28.6M |
| Fort Washington Investment Advisors Inc. | 0.18% | No change | 105,534 | $28.6M |
| NSI Retail Advisors, LLC | 4.23% | No change | 104,000 | $28.2M |
| CSM Advisors, LLC | 1.86% | No change | 104,000 | $28.2M |
| HighTower Advisors, LLC | 0.04% | Add +14.6% | 101,602 | $27.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -24.5% | 100,688 | $27.3M |
| MAI Capital Management | 0.28% | Add +4.7% | 98,703 | $26.7M |
| Pathstone Holdings, LLC | 0.12% | Reduce -0.8% | 92,568 | $25.1M |
| Prudential Financial Inc. | 0.03% | Add +69.5% | 90,597 | $24.5M |
| AE Wealth Management LLC | 0.27% | Add +19.8% | 88,781 | $24.0M |
| Moneta Group Investment Advisors LLC | 0.39% | Add +4.1% | 87,900 | $23.8M |
| Waldron Private Wealth LLC | 1.05% | Reduce -10.4% | 85,808 | $23.2M |
| Arax Advisory Partners | 2.34% | Reduce -2.7% | 81,830 | $22.2M |
| Bank of Montreal | 0.01% | Add +3.5% | 80,369 | $21.8M |
| Baird Financial Group, Inc. | 0.04% | Reduce -4.2% | 78,813 | $21.3M |
| Weiss Asset Management LP | 1.26% | Reduce -12.7% | 78,653 | $21.3M |
| Stifel Financial Corp. | 0.02% | Reduce -10.9% | 76,771 | $20.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.07% | No change | 75,097 | $20.3M |
| Hantz Financial Services, Inc. | 0.37% | Reduce -6.8% | 71,007 | $19.2M |
| Comerica Bank | 0.08% | Reduce -5.9% | 70,759 | $19.2M |
| VAUGHAN & Co SECURITIES, INC. | 12.11% | Reduce -0.2% | 70,253 | $19.0M |
| Wellington Management Group LLP | 0.00% | Reduce -52.7% | 69,818 | $18.9M |
| Captrust Financial Advisors | 0.07% | Reduce -25.3% | 68,472 | $18.5M |
| Crestone Asset Management LLC | 3.67% | Add +2.1% | 67,326 | $18.2M |
| Covenant Partners, LLC | 5.14% | Reduce -5.1% | 65,099 | $17.6M |
| Cerity Partners LLC | 0.05% | Add +17.9% | 64,903 | $17.6M |
| TimesSquare Capital Management, LLC | 0.25% | Reduce -31.2% | 64,500 | $17.5M |
| Mariner, LLC | 0.04% | Add +0.5% | 63,712 | $17.3M |
| Focus Partners Wealth | 0.14% | Add +1502.9% | 63,267 | $17.1M |
| BlackRock Inc. | 0.00% | Reduce -11.4% | 63,216 | $17.1M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -36.7% | 62,532 | $16.9M |
| MML Investors Services, LLC | 0.07% | Reduce -2.3% | 61,673 | $16.7M |
| Kestra Advisory Services, LLC | 0.11% | Add +0.7% | 61,480 | $16.6M |
| Geller Advisors LLC | 1.29% | Add +0.1% | 58,924 | $16.0M |
| HRT Financial LP | 0.09% | Add +7.7% | 56,839 | $15.4M |
| AMG National Trust Bank | 0.45% | Add +1.6% | 56,552 | $15.3M |
| Fifth Third Bancorp | 0.06% | Reduce -2.6% | 54,793 | $14.8M |
| Fortis Group Advisors, LLC | 2.59% | Add +64892.5% | 51,994 | $14.1M |
| Flaharty Asset Management, LLC | 2.08% | Reduce -14.9% | 51,643 | $14.0M |
| CHURCHILL MANAGEMENT Corp | 0.16% | New | 48,658 | $13.2M |
| First Horizon Advisors, Inc. | 0.40% | Reduce -9.2% | 48,284 | $13.1M |
| Duff & Phelps Investment Management Co. | 0.15% | No change | 46,870 | $12.7M |
| Synovus Financial Corp. | 0.16% | Reduce -1.9% | 46,325 | $12.5M |
| RTD Financial Advisors, Inc. | 1.68% | Reduce -1.0% | 46,200 | $12.5M |
| LMG Wealth Partners, LLC | 3.07% | Reduce -0.1% | 45,001 | $12.2M |
| William Blair Investment Management, LLC | 0.03% | Add +5.1% | 44,939 | $12.2M |
| Courier Capital LLC | 0.87% | Reduce -0.8% | 44,495 | $12.0M |
| Black Swift Group, LLC | 2.91% | New | 41,910 | $11.3M |
| Strategic Wealth Partners Group, LLC | 1.19% | Reduce -1.0% | 39,917 | $10.8M |
| Axiom Investors LLC | 0.09% | Reduce -24.0% | 38,300 | $10.4M |
| Whittier Trust Co. of Nevada Inc. | 0.29% | Add +0.2% | 37,854 | $10.3M |
| Powell Investment Advisors, LLC | 5.36% | Reduce -1.4% | 37,449 | $10.1M |
| NewEdge Advisors, LLC | 0.09% | Add +5.6% | 37,004 | $10.0M |
| Erickson Financial Group, LLC | 7.69% | Reduce -1.1% | 36,229 | $9.8M |
| Hillcrest Wealth Advisors - NY, LLC | 5.30% | Reduce -9.5% | 36,150 | $9.8M |
| Barclays PLC | 0.00% | Reduce -45.5% | 35,810 | $9.7M |
| Quent Capital, LLC | 1.11% | Add +1.5% | 34,989 | $9.5M |
| Wealthspire Advisors, LLC | 0.13% | Add +7.1% | 34,854 | $9.4M |
| Jones Financial Companies LLLP | 0.01% | Add +2.8% | 34,686 | $9.4M |
| Geneva Capital Management LLC | 0.16% | Reduce -44.3% | 34,588 | $9.4M |
| Assetmark, Inc. | 0.03% | Add +1540.1% | 34,327 | $9.3M |
| FSA Wealth Management LLC | 4.04% | Add +3.3% | 34,322 | $9.3M |
| Tower Research Capital LLC (TRC) | 0.22% | Add +49.1% | 33,868 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -0.7% | 33,742 | $9.1M |
| CW Advisors, LLC | 0.16% | Reduce -55.6% | 33,479 | $9.1M |
| Avidian Wealth Enterprises, LLC | 0.48% | Reduce -6.5% | 33,166 | $9.0M |
| Tobias Financial Advisors, Inc. | 2.02% | Add +2.4% | 32,941 | $8.9M |
| Franklin Resources Inc. | 0.00% | Add +86.8% | 32,745 | $8.9M |
| Johnson Investment Counsel Inc. | 0.10% | Reduce -2.2% | 32,358 | $8.8M |
| Blair William & Co. | 0.03% | Reduce -16.3% | 32,166 | $8.7M |
| One Capital Management, LLC | 0.31% | Reduce -1.9% | 31,997 | $8.7M |
| HSBC Holdings PLC | 0.01% | Add +0.6% | 31,067 | $8.4M |
| Mma Asset Management LLC | 3.95% | Reduce -22.4% | 32,342 | $8.4M |
| NBW Capital LLC | 1.68% | Reduce -0.3% | 30,322 | $8.2M |
| Carolinas Wealth Consulting LLC | 1.62% | Reduce -0.5% | 30,320 | $8.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -4.0% | 26,030 | $8.1M |
| Corundum Group, Inc. | 3.88% | No change | 29,723 | $8.0M |
| Macquarie Group Ltd. | 0.01% | Reduce -56.0% | 29,591 | $8.0M |
| Modera Wealth Management, LLC | 0.12% | Reduce -2.1% | 28,395 | $7.7M |
| Flow Traders U.S. LLC | 0.40% | Add +256.4% | 27,564 | $7.5M |
| Savant Capital, LLC | 0.08% | Reduce -3.1% | 27,188 | $7.4M |
| Avantax Planning Partners, Inc. | 0.23% | Reduce -79.4% | 26,687 | $7.2M |
| LBJ Family Wealth Advisors, Ltd. | 4.53% | Add +0.1% | 26,343 | $7.1M |
| Clark Capital Management Group, Inc. | 0.05% | Reduce -26.8% | 26,123 | $7.1M |
| Oldfather Financial Services, LLC | 2.89% | Add +2.1% | 25,946 | $7.0M |
| Mechanics Bank Trust Department | 1.02% | Reduce -3.3% | 25,738 | $7.0M |
| Sequent Asset Management, LLC | 3.67% | No change | 25,631 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +27.3% | 25,496 | $6.9M |
| Oppenheimer & Co. Inc. | 0.11% | Add +54.1% | 25,382 | $6.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -60.3% | 25,110 | $6.8M |
| Confluence Wealth Services, Inc. | 0.60% | Add +23.9% | 25,028 | $6.8M |
| Whittier Trust Co. | 0.10% | Reduce -0.2% | 24,992 | $6.8M |
| Bokf, NA | 0.12% | Reduce -3.9% | 24,565 | $6.6M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -2.6% | 24,092 | $6.5M |
| Team Hewins, LLC | 2.56% | Reduce -0.2% | 23,514 | $6.4M |
| Fiduciary Trust Co | 0.10% | Reduce -0.2% | 23,499 | $6.4M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Add +162.3% | 23,095 | $6.3M |
| 360 Financial, Inc. | 2.39% | Add +7.4% | 22,728 | $6.2M |
| Glenmede Trust Co. NA | 0.03% | Reduce -3.9% | 22,352 | $6.1M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.1% | 21,812 | $5.9M |
| Tritonpoint Wealth, LLC | 0.61% | Reduce -2.9% | 22,932 | $5.8M |
| Stephens Group Asset Management, LLC | 0.52% | Add +0.0% | 20,849 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +13.7% | 20,607 | $5.6M |
| Noble Family Wealth, LLC | 1.56% | Reduce -0.0% | 20,254 | $5.5M |
| Squarepoint Ops LLC | 0.02% | New | 20,070 | $5.4M |
| Harbor Investment Advisory, LLC | 0.56% | Reduce -2.9% | 19,947 | $5.4M |
| Bishop & Co Investment Management, LLC | 2.24% | Reduce -34.0% | 19,940 | $5.4M |
| Coldstream Capital Management Inc. | 0.13% | Reduce -0.1% | 19,492 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -84.8% | 19,445 | $5.3M |
| Occidental Asset Management, LLC | 0.98% | Add +2.7% | 19,335 | $5.2M |
| HB Wealth Management, LLC | 0.06% | Add +17.3% | 19,014 | $5.1M |
| XML Financial, LLC | 0.52% | Add +3.1% | 18,747 | $5.1M |
| Rodgers & Associates, LTD | 0.65% | Reduce -3.3% | 18,680 | $5.1M |
| Bailard, Inc. | 0.14% | Add +1267.4% | 18,597 | $5.0M |
| Foundation Wealth Management, LLC | 4.03% | Reduce -1.7% | 18,256 | $4.9M |
| Mutual of America Capital Management LLC | 0.05% | New | 17,836 | $4.8M |
| Sandler Capital Management | 0.58% | New | 17,500 | $4.7M |
| Columbia Advisory Partners LLC | 4.80% | Add +4.5% | 17,475 | $4.7M |
| Crescent Grove Advisors, LLC | 0.49% | Add +0.2% | 17,458 | $4.7M |
| Larson Financial Group LLC | 0.36% | Reduce -0.6% | 17,413 | $4.7M |
| Farmers & Merchants Investments Inc. | 0.16% | No change | 17,281 | $4.7M |
| SVB Wealth LLC | 0.10% | Reduce -4.8% | 17,104 | $4.6M |
| Cwm, LLC | 0.02% | Add +12.3% | 16,637 | $4.5M |
| DT Investment Partners, LLC | 0.45% | Add +14.3% | 16,573 | $4.5M |
| Equitable Holdings, Inc. | 0.05% | Add +13.7% | 16,391 | $4.4M |
| Simon Quick Advisors, LLC | 0.33% | Reduce -0.8% | 16,369 | $4.4M |
| Cullen/Frost Bankers, Inc. | 0.07% | Reduce -28.5% | 16,355 | $4.4M |
| Quadrant Capital Group LLC | 0.35% | No change | 16,321 | $4.4M |
| Principal Financial Group Inc. | 0.00% | Reduce -12.6% | 15,945 | $4.3M |
| Lowery Thomas, LLC | 3.30% | Reduce -8.3% | 15,925 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +5.3% | 15,671 | $4.2M |
| Primoris Wealth Advisors, LLC | 3.40% | New | 15,585 | $4.2M |
| Welch & Forbes LLC | 0.06% | Reduce -0.9% | 15,042 | $4.1M |
| Stock Yards Bank & Trust Co. | 0.13% | Reduce -8.5% | 14,476 | $3.9M |
| Stephen J. Garry & Associates, LLC | 4.03% | Add +0.5% | 14,389 | $3.9M |
| Montecito Bank & Trust | 0.76% | Reduce -11.8% | 13,974 | $3.8M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -19.5% | 13,469 | $3.6M |
| Connective Capital Management, LLC | 5.75% | No change | 13,453 | $3.6M |
| Raymond James Trust N.A. | 0.09% | Add +4.6% | 13,414 | $3.6M |
| Financial Counselors Inc. | 0.06% | Reduce -5.7% | 13,408 | $3.6M |
| Waverly Advisors, LLC | 0.08% | Add +173.9% | 13,181 | $3.6M |
| Capital Fund Management S.A. | 0.04% | Reduce -49.6% | 13,083 | $3.5M |
| LGL Partners, LLC | 0.59% | Add +10.5% | 13,012 | $3.5M |
| RPg Family Wealth Advisory, LLC | 1.11% | Add +2.5% | 12,893 | $3.5M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -36.5% | 12,492 | $3.4M |
| Parkside Financial Bank & Trust | 0.54% | Add +0.1% | 12,353 | $3.3M |
| Tradition Wealth Management, LLC | 0.34% | New | 12,258 | $3.3M |
| Bare Financial Services, Inc | 3.17% | Add +38.0% | 13,167 | $3.3M |
| MV Capital Management, Inc. | 0.37% | Reduce -2.4% | 12,075 | $3.3M |
| Ariston Services Group | 3.06% | No change | 11,810 | $3.2M |
| 1834 Investment Advisors Co. | 0.38% | Reduce -0.3% | 11,697 | $3.2M |
| Regions Financial Corp. | 0.02% | Add +1.6% | 11,676 | $3.2M |
| First Commonwealth Financial Corp | 0.84% | Add +5.7% | 11,663 | $3.2M |
| St. Louis Trust Co | 0.48% | Add +0.1% | 11,458 | $3.1M |
| Sowell Financial Services LLC | 0.15% | New | 11,446 | $3.1M |
| Advisory Services Network, LLC | 0.07% | Add +418.2% | 11,416 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -7.3% | 11,400 | $3.1M |
| Echo45 Advisors LLC | 2.18% | Add +0.4% | 11,164 | $3.0M |
| Grey Fox Wealth Advisors, LLC | 1.13% | Add +5.0% | 11,109 | $3.0M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -14.0% | 10,939 | $3.0M |
| Investment Partners, LTD. | 1.34% | Add +1.2% | 10,932 | $3.0M |
| Steel Grove Capital Advisors, LLC | 0.39% | Reduce -16.9% | 10,921 | $3.0M |
| AdvisorNet Financial, Inc | 0.28% | Reduce -1.4% | 10,917 | $3.0M |
| Moody LYNN Lieberson & Walker, LLC | 0.20% | No change | 10,799 | $2.9M |
| Atlas Brown,Inc. | 1.05% | Add +0.5% | 10,625 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +6.4% | 10,601 | $2.9M |
| Legacy Edge Advisors, LLC | 0.60% | Add +3.0% | 10,570 | $2.9M |
| Stevens Capital Partners | 1.67% | Reduce -0.6% | 10,381 | $2.8M |
| Foundations Investment Advisors, LLC | 0.07% | Add +65.4% | 10,225 | $2.8M |
| Tompkins Financial Corp. | 0.31% | No change | 10,222 | $2.8M |
| Brighton Jones LLC | 0.10% | Reduce -2.2% | 10,140 | $2.7M |
| Quantum Portfolio Management LLC | 1.52% | Add +12.4% | 9,861 | $2.7M |
| Midwest Professional Planners, LTD. | 0.93% | New | 9,819 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +13.5% | 9,695 | $2.6M |
| Fifth Third Securities, Inc. | 0.25% | Reduce -2.7% | 9,395 | $2.5M |
| Vance Wealth, LLC | 1.01% | Add +0.0% | 9,328 | $2.5M |
| Relyea Zuckerberg Hanson LLC | 0.44% | Reduce -6.7% | 9,232 | $2.5M |
| Private Advisor Group, LLC | 0.02% | Add +3.8% | 9,136 | $2.5M |
| Institute for Wealth Management, LLC. | 0.32% | No change | 9,039 | $2.4M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -5.3% | 8,999 | $2.4M |
| DHJJ Financial Advisors, Ltd. | 1.06% | Reduce -3.0% | 8,859 | $2.4M |
| Sigma Planning Corp | 0.08% | Add +371.4% | 8,843 | $2.4M |
| Whitegate Investment Counselors, Inc. | 0.67% | No change | 8,831 | $2.4M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -3.0% | 8,783 | $2.4M |
| Vanguard Group Inc. | 0.00% | Reduce -0.2% | 8,745 | $2.4M |
| Sonata Capital Group Inc. | 1.05% | Reduce -18.1% | 8,555 | $2.3M |
| Alera Investment Advisors, LLC | 0.30% | Reduce -9.7% | 8,254 | $2.2M |
| FMA Wealth Management, LLC | 1.85% | Reduce -0.4% | 8,214 | $2.2M |
| Prospera Financial Services Inc | 0.07% | Add +17.7% | 8,149 | $2.2M |
| Sand Hill Global Advisors, LLC | 0.10% | Reduce -47.7% | 8,142 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -5.1% | 8,106 | $2.2M |
| Dorsey & Whitney Trust CO LLC | 0.15% | No change | 8,020 | $2.2M |
| Visionary Wealth Advisors | 0.15% | Reduce -2.5% | 8,013 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.4% | 7,944 | $2.2M |
| Rehmann Capital Advisory Group | 0.16% | Reduce -6.4% | 7,940 | $2.2M |
| Park Avenue Securities LLC | 0.03% | Add +46.9% | 7,910 | $2.1M |
| Geneos Wealth Management Inc. | 0.10% | Add +2.5% | 7,771 | $2.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -80.7% | 7,720 | $2.1M |
| Chemung Canal Trust Co. | 0.40% | No change | 7,609 | $2.1M |
| Washington Trust Bank | 0.19% | No change | 7,506 | $2.0M |
| Corsair Capital Management, L.P. | 0.57% | Reduce -50.0% | 7,500 | $2.0M |
| Buckingham Strategic Wealth, LLC | 0.02% | Add +3.9% | 7,424 | $2.0M |
| Carnegie Investment Counsel | 0.06% | Add +8.2% | 7,374 | $2.0M |
| Lincoln National Corp. | 0.03% | Add +20.4% | 7,350 | $2.0M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -11.2% | 7,167 | $1.9M |
| Widmann Financial Services, Inc. | 1.61% | Reduce -0.0% | 7,086 | $1.9M |
| Marshall Financial Group Inc. | 0.63% | Add +0.1% | 7,086 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.30% | Add +273.4% | 7,080 | $1.9M |
| Somerset Group LLC | 1.79% | Reduce -23.5% | 7,040 | $1.9M |
| UMB Bank, n.a. | 0.03% | Reduce -2.5% | 7,025 | $1.9M |
| Cornerstone Wealth Advisors, Inc. | 0.58% | Reduce -8.4% | 6,959 | $1.9M |
| FineMark National Bank & Trust | 0.07% | Add +2.1% | 6,892 | $1.9M |
| Opal Wealth Advisors, LLC | 0.63% | Reduce -3.5% | 6,842 | $1.9M |
| Wealthfront Advisers LLC | 0.01% | Add +25.6% | 6,799 | $1.8M |
| jvl associates llc | 0.75% | No change | 6,750 | $1.8M |
| TD Private Client Wealth LLC | 0.06% | Reduce -37.9% | 6,738 | $1.8M |
| CreativeOne Wealth, LLC | 0.07% | Add +9.9% | 6,723 | $1.8M |
| Summit Financial, LLC | 0.11% | Add +15.6% | 6,618 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 6,519 | $1.8M |
| Highland Capital Management, LLC | 0.10% | No change | 6,494 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +40.2% | 6,487 | $1.8M |
| Cobblestone Capital Advisors LLC | 0.11% | Add +13.0% | 6,437 | $1.7M |
| Riverbridge Partners LLC | 0.02% | Reduce -41.3% | 6,404 | $1.7M |
| Ironwood Financial, llc | 0.40% | Reduce -2.2% | 6,349 | $1.7M |
| Meeder Asset Management Inc. | 0.11% | Reduce -46.9% | 6,316 | $1.7M |
| Connecticut Wealth Management, LLC | 0.09% | Reduce -6.2% | 6,315 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +8.0% | 6,292 | $1.7M |
| Cutler Group LLC / CA | 0.84% | Add +245.7% | 6,153 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -0.9% | 6,142 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +23.7% | 6,129 | $1.7M |
| Dakota Wealth Management | 0.04% | Reduce -54.0% | 6,114 | $1.7M |
| Meridian Wealth Management, LLC | 0.28% | Add +0.1% | 6,104 | $1.7M |
| Trust Point Inc. | 0.13% | Reduce -3.9% | 6,028 | $1.6M |
| Haverford Trust Co | 0.02% | No change | 6,011 | $1.6M |
| Texas Yale Capital Corp. | 0.07% | No change | 5,990 | $1.6M |
| Legacy Bridge, LLC | 0.93% | Add +22.1% | 5,900 | $1.6M |
| Verus Capital Partners, LLC | 0.18% | Reduce -24.8% | 5,849 | $1.6M |
| McAdam, LLC | 0.10% | Reduce -4.1% | 5,819 | $1.6M |
| Pier 88 Investment Partners LLC | 2.47% | Add +9.4% | 5,800 | $1.6M |
| Eukles Asset Management | 0.68% | Reduce -1.3% | 5,772 | $1.6M |
| Ieq Capital, LLC | 0.02% | Add +0.0% | 5,757 | $1.6M |
| Clayton Financial Group LLC | 0.70% | New | 5,709 | $1.5M |
| MWA Asset Management | 1.12% | Add +2.4% | 5,691 | $1.5M |
| Shakespeare Wealth Management, LLC | 0.44% | Reduce -2.8% | 5,625 | $1.5M |
| Total Wealth Planning, LLC | 0.26% | Reduce -8.1% | 5,579 | $1.5M |
| JMG Financial Group, Ltd. | 0.06% | Reduce -3.0% | 5,571 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +9.3% | 6,629 | $1.5M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -0.5% | 5,991 | $1.5M |
| BTC Capital Management, Inc. | 0.14% | — | 5,467 | $1.5M |
| American Trust | 0.12% | New | 596 | $1.5M |
| Country Club Bank | 0.10% | Reduce -1.4% | 5,456 | $1.5M |
| Lwmg, LLC | 0.34% | Add +8.7% | 5,405 | $1.5M |
| Jackson, Grant Investment Advisers, Inc. | 0.58% | Reduce -0.2% | 5,259 | $1.4M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -0.2% | 5,550 | $1.4M |
| Jasper Ridge Partners, L.P. | 0.04% | No change | 5,145 | $1.4M |
| Chatham Capital Group, Inc. | 0.26% | No change | 5,140 | $1.4M |
| Spire Wealth Management | 0.03% | Reduce -3.9% | 5,133 | $1.4M |
| SilverOak Wealth Management LLC | 0.34% | Reduce -2.1% | 5,098 | $1.4M |
| Principal Securities, Inc. | 0.04% | Reduce -9.2% | 5,094 | $1.4M |
| American State Bank (Iowa) | 0.92% | Reduce -15.5% | 5,053 | $1.4M |
| Affinity Capital Advisors, LLC | 0.30% | Reduce -0.4% | 5,024 | $1.4M |
| Rice Hall James & Associates, LLC | 0.08% | Reduce -64.6% | 4,891 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +0.9% | 4,844 | $1.3M |
| Simplicity Wealth,LLC | 0.03% | New | 4,844 | $1.3M |
| Kennicott Capital Management LLC | 0.56% | Add +0.0% | 4,703 | $1.3M |
| Grey Ledge Advisors, LLC | 0.36% | Reduce -5.5% | 4,684 | $1.3M |
| First Foundation Advisors | 0.05% | Add +11.0% | 4,631 | $1.3M |
| Hilltop Holdings Inc. | 0.14% | New | 4,621 | $1.3M |
| Boston Family Office LLC | 0.09% | No change | 4,602 | $1.2M |
| Lindbrook Capital, LLC | 0.12% | Reduce -0.4% | 4,559 | $1.2M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.03% | Reduce -5.2% | 4,544 | $1.2M |
| Carlson Capital Management | 0.06% | No change | 4,501 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -6.8% | 4,487 | $1.2M |
| Appleton Partners Inc. | 0.09% | Reduce -8.2% | 4,475 | $1.2M |
| TAP Consulting, LLC | 0.27% | New | 4,462 | $1.2M |
| Vawter Financial, Ltd. | 0.88% | Reduce -15.9% | 4,462 | $1.2M |
| Aft, Forsyth & Company, Inc. | 0.68% | No change | 4,407 | $1.2M |
| Ratio Wealth Group | 0.22% | No change | 4,388 | $1.2M |
| Park Place Capital Corp | 0.43% | Reduce -15.3% | 4,385 | $1.2M |
| Insight 2811, Inc. | 0.61% | Add +0.4% | 4,371 | $1.2M |
| Tranquility Partners, LLC | 0.46% | Add +4.0% | 4,347 | $1.2M |
| Intrepid Financial Planning Group LLC | 0.50% | Add +61.6% | 4,311 | $1.2M |
| Mather Group, Llc. | 0.02% | Reduce -8.1% | 4,595 | $1.2M |
| Bragg Financial Advisors, Inc | 0.05% | Reduce -11.1% | 4,229 | $1.1M |
| Integrated Advisors Network LLC | 0.06% | Reduce -3.0% | 4,167 | $1.1M |
| Allworth Financial LP | 0.01% | Add +108.2% | 4,157 | $1.1M |
| Renasant Bank | 0.80% | No change | 4,155 | $1.1M |
| Freestone Capital Holdings, LLC | 0.04% | Add +14.2% | 4,150 | $1.1M |
| Brookstone Capital Management | 0.02% | Add +49.2% | 4,081 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -1.5% | 4,050 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +156.3% | 4,104 | $1.1M |
| Lane & Associates LLC | 0.68% | Add +50.0% | 4,009 | $1.1M |
| True North Advisors, LLC | 0.29% | Reduce -12.4% | 3,832 | $1.0M |
| Townsend Asset Management Corp. /NC/ | 0.41% | Add +0.1% | 3,821 | $1.0M |
| Diversified Trust Co. | 0.03% | Add +5.0% | 3,818 | $1.0M |
| Veery Capital, LLC | 0.42% | Add +8.8% | 3,809 | $1.0M |
| Prosperity Planning, Inc. | 0.49% | Reduce -0.8% | 3,726 | $1.0M |
| Hoxton Planning & Management, LLC | 0.48% | Reduce -0.8% | 3,710 | $1.0M |
| Guidance Point Advisors, LLC | 0.34% | Add +28.4% | 3,683 | $1000K |
| Citizens Financial Group Inc. | 0.03% | Reduce -1.0% | 3,689 | $999K |
| Glass Jacobson Investment Advisors llc | 0.37% | Add +0.0% | 3,665 | $992K |
| Townsquare Capital LLC | 0.01% | Reduce -13.0% | 3,662 | $992K |
| NBT Bank, N.A. | 0.07% | Add +2.9% | 3,661 | $991K |
| Graypoint LLC | 0.07% | No change | 3,642 | $986K |
| Waycross Investment Management Co | 0.92% | Reduce -2.6% | 3,632 | $984K |
| StoneX Group Inc. | 0.09% | Reduce -21.3% | 3,586 | $971K |
| Cambridge Trust Co. | 0.04% | Add +12.9% | 3,496 | $947K |
| Glenview Trust Co | 0.02% | Reduce -0.8% | 3,496 | $947K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -0.7% | 3,454 | $935K |
| Cadence Bank | 0.07% | Reduce -0.8% | 3,449 | $934K |
| Stonebridge Financial Planning Group, LLC | 0.49% | Add +5.5% | 3,438 | $931K |
| Riversedge Advisors, LLC | 0.23% | Add +0.1% | 3,437 | $931K |
| Chicago Capital, LLC | 0.03% | Reduce -7.5% | 3,435 | $930K |
| Flagship Private Wealth, LLC | 0.60% | New | 3,421 | $926K |
| Keudell/Morrison Wealth Management | 0.28% | No change | 3,399 | $920K |
| Wesbanco Bank Inc. | 0.03% | Add +27.0% | 3,365 | $911K |
| Betterment LLC | 0.00% | Reduce -2.4% | 3,344 | $906K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -63.6% | 3,328 | $901K |
| Stordahl Capital Management, Inc. | 0.23% | Reduce -2.9% | 3,325 | $900K |
| HBK Sorce Advisory LLC | 0.03% | Add +0.8% | 3,325 | $900K |
| Ironwood Investment Counsel, LLC | 0.16% | No change | 3,301 | $894K |
| Mgo One Seven LLC | 0.05% | Reduce -48.0% | 3,297 | $893K |
| Disciplined Investments, LLC | 0.48% | Add +3.8% | 3,249 | $880K |
| SOA Wealth Advisors, LLC. | 0.18% | Reduce -0.3% | 3,210 | $869K |
| Prelude Capital Management, LLC | 0.06% | No change | 3,200 | $867K |
| Triumph Capital Management | 0.35% | Add +66.3% | 3,212 | $863K |
| Acima Private Wealth, LLC | 0.32% | No change | 3,170 | $858K |
| Davidson Trust Co. | 0.50% | Reduce -0.1% | 3,168 | $858K |
| First National Bank Sioux Falls | 0.47% | No change | 3,159 | $855K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -4.0% | 3,141 | $851K |
| Dravo Bay LLC | 0.51% | Reduce -0.8% | 3,138 | $850K |
| First Business Financial Services, Inc. | 0.09% | No change | 3,132 | $848K |
| Bell Bank | 0.07% | No change | 3,109 | $842K |
| Garde Capital, Inc. | 0.06% | Reduce -7.7% | 3,041 | $823K |
| Perigon Wealth Management, LLC | 0.02% | Add +28.4% | 3,007 | $814K |
| Aspiriant, LLC | 0.03% | No change | 3,004 | $813K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 3,000 | $812K |
| GFS Advisors, LLC | 0.13% | No change | 3,000 | $812K |
| Lanark Financial, Inc. | 0.08% | Add +5.0% | 2,992 | $811K |
| CI Investments Inc. | 0.00% | No change | 2,996 | $811K |
| Clearstead Advisors, LLC | 0.04% | Add +4.7% | 3,100 | $808K |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.7% | 2,960 | $802K |
| Lake Street Private Wealth, LLC | 0.11% | Reduce -80.4% | 2,937 | $795K |
| Allegheny Financial Group | 0.24% | Add +9.9% | 2,920 | $791K |
| Zions Bancorporation, N.A. | 0.06% | Reduce -75.1% | 2,911 | $788K |
| West Coast Financial LLC | 0.09% | No change | 2,886 | $782K |
| Integrity Wealth Solutions LLC | 0.51% | Reduce -19.6% | 2,882 | $780K |
| EverSource Wealth Advisors, LLC | 0.06% | Add +723.3% | 3,104 | $777K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +2.5% | 2,869 | $777K |
| Wilmington Savings Fund Society, FSB | 0.03% | — | 2,863 | $775K |
| Clare Market Investments LLC | 0.24% | Reduce -6.6% | 2,830 | $766K |
| Inspirion Wealth Advisors, LLC | 0.13% | Reduce -1.1% | 2,821 | $764K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -19.5% | 2,820 | $764K |
| Intergy Private Wealth, LLC | 0.31% | No change | 2,819 | $763K |
| SkyOak Wealth, LLC | 0.18% | Reduce -3.7% | 2,800 | $758K |
| JFS Wealth Advisors, LLC | 0.06% | No change | 2,793 | $756K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -38.2% | 2,767 | $749K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | No change | 2,764 | $748K |
| Clear Creek Financial Management, LLC | 0.10% | Add +2.6% | 2,753 | $746K |
| Capital Analysts, LLC | 0.03% | Add +0.4% | 2,741 | $742K |
| Legacy Trust | 0.18% | Reduce -12.7% | 2,732 | $740K |
| First Western Trust Bank | 0.03% | Reduce -2.4% | 2,722 | $737K |
| Performance Wealth Partners, LLC | 0.03% | No change | 2,698 | $731K |
| Strategic Financial Concepts, LLC | 0.18% | New | 2,686 | $727K |
| GHP Investment Advisors, Inc. | 0.04% | Add +0.2% | 2,655 | $719K |
| NorthRock Partners, LLC | 0.03% | No change | 2,645 | $716K |
| Grayhawk Investment Strategies Inc. | 0.63% | No change | 2,644 | $716K |
| FinTrust Capital Advisors, LLC | 0.14% | Reduce -0.6% | 2,619 | $709K |
| Centaurus Financial, Inc. | 0.05% | Add +251.5% | 2,619 | $709K |
| Accredited Investors Inc. | 0.05% | No change | 2,606 | $706K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +1.8% | 2,580 | $698K |
| Gables Capital Management Inc. | 0.38% | No change | 2,575 | $697K |
| Hollencrest Capital Management | 0.03% | No change | 2,566 | $695K |
| Bedel Financial Consulting, Inc. | 0.11% | Reduce -2.6% | 2,549 | $690K |
| Strategies Wealth Advisors, LLC | 0.11% | New | 2,547 | $690K |
| Palisades Hudson Asset Management, L.P. | 0.31% | Add +0.1% | 2,542 | $688K |
| Navis Wealth Advisors, LLC | 0.82% | No change | 2,535 | $686K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.1% | 2,509 | $680K |
| Garrison Point Advisors, LLC | 0.43% | No change | 2,492 | $675K |
| LS Investment Advisors, LLC | 0.11% | No change | 2,475 | $670K |
| Girard Partners LTD. | 0.06% | Reduce -17.1% | 2,470 | $669K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.7% | 2,467 | $668K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -47.8% | 2,458 | $666K |
| Linscomb Wealth, Inc. | 0.03% | Add +52.0% | 2,454 | $665K |
| Fulton Bank, N.A. | 0.03% | No change | 2,441 | $661K |
| Pinnacle Financial Partners Inc | 0.01% | Add +5.0% | 2,437 | $660K |
| ARK & TLK Investments, LLC | 0.26% | No change | 2,422 | $656K |
| Consilium Wealth Advisory, LLC | 0.37% | No change | 2,416 | $654K |
| National Philanthropic Trust | 0.01% | No change | 2,406 | $652K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +72.6% | 2,402 | $650K |
| Focus Financial Network, Inc. | 0.03% | — | 2,622 | $648K |
| Newton One Investments LLC | 0.28% | Reduce -1.8% | 2,380 | $644K |
| Elgethun Capital Management | 0.16% | No change | 2,374 | $642K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -0.4% | 2,368 | $641K |
| Private Portfolio Partners LLC | 0.13% | Reduce -3.0% | 2,356 | $638K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +1.4% | 2,349 | $636K |
| Two Sigma Securities, LLC | 0.03% | Add +119.7% | 2,338 | $633K |
| Bensler, LLC | 0.09% | Reduce -10.3% | 2,329 | $631K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +0.8% | 2,325 | $630K |
| Harbour Investments, Inc. | 0.02% | Add +2.6% | 2,310 | $626K |
| Sepio Capital, LP | 0.05% | No change | 2,287 | $619K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +6.8% | 2,282 | $618K |
| First Bancorp, Inc | 0.46% | No change | 2,260 | $612K |
| Chartist Inc. | 0.31% | Reduce -1.9% | 2,248 | $609K |
| Etfidea, LLC | 0.21% | No change | 2,247 | $608K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -12.3% | 2,230 | $604K |
| Transatlantique Private Wealth LLC | 0.26% | No change | 2,200 | $596K |
| FC Advisory LLC | 0.22% | Add +0.1% | 2,190 | $593K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.34% | Add +108.4% | 2,174 | $589K |
| HM Payson & Co. | 0.01% | No change | 2,172 | $588K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +27.8% | 2,133 | $578K |
| Heck Capital Advisors, LLC | 0.09% | Add +5.0% | 2,114 | $572K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +5.0% | 2,096 | $568K |
| Financial Advocates Investment Management | 0.03% | Reduce -1.3% | 2,088 | $565K |
| Kowal Investment Group, LLC | 0.12% | Reduce -3.5% | 2,081 | $564K |
| Brown Wealth Management, LLC | 0.23% | Reduce -1.1% | 2,080 | $563K |
| NTV Asset Management LLC | 0.09% | No change | 2,078 | $563K |
| Ami Asset Management Corp. | 0.03% | Reduce -32.5% | 2,061 | $558K |
| Mission Wealth Management, LP | 0.01% | Add +39.0% | 2,052 | $556K |
| Advisor OS, LLC | 0.06% | Reduce -0.1% | 2,013 | $545K |
| WealthPLAN Partners, LLC | 0.06% | No change | 2,001 | $542K |
| Plancorp, LLC | 0.02% | Reduce -7.1% | 1,970 | $534K |
| First Citizens Bank & Trust Co. | 0.01% | New | 1,970 | $533K |
| Seelaus Asset Management LLC | 0.55% | Add +2.3% | 1,965 | $532K |
| Quantinno Capital Management LP | 0.01% | New | 1,962 | $531K |
| Morris Financial Concepts, Inc. | 0.27% | No change | 1,957 | $530K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -29.5% | 1,940 | $525K |
| NewEdge Wealth, LLC | 0.01% | Add +54.6% | 2,053 | $522K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,922 | $520K |
| Csenge Advisory Group | 0.03% | Add +63.1% | 1,918 | $519K |
| Transform Wealth, LLC | 0.05% | Reduce -17.1% | 1,915 | $519K |
| Scotia Capital Inc. | 0.00% | Add +30.1% | 1,913 | $518K |
| Gries Financial LLC | 0.09% | Reduce -2.5% | 1,911 | $518K |
| Pointe Capital Management LLC | 0.31% | Add +119.5% | 1,899 | $514K |
| MJP Associates Inc. | 0.11% | Reduce -0.1% | 1,883 | $510K |
| Armstrong, Fleming & Moore, Inc | 0.35% | No change | 1,880 | $509K |
| FSM Wealth Advisors, LLC | 0.18% | Reduce -3.9% | 1,875 | $508K |
| St Germain D J Co. Inc. | 0.02% | Add +1.7% | 1,875 | $508K |
| Dentgroup LLC | 0.42% | Reduce -2.5% | 1,874 | $508K |
| Sage Capital Management, LLC | 0.27% | Add +0.2% | 1,870 | $506K |
| Colonial Trust Co / SC | 0.09% | No change | 1,868 | $506K |
| Fiducient Advisors LLC | 0.10% | No change | 1,849 | $501K |
| William Howard & Co Financial Advisors Inc | 0.47% | — | 1,846 | $500K |
| Genesee Capital Advisors, LLC | 0.27% | No change | 1,840 | $498K |
| Mason Investment Advisory Services, Inc. | 0.03% | No change | 1,836 | $497K |
| Quadcap Wealth Management, LLC | 0.11% | Add +22.8% | 1,830 | $496K |
| Avaii Wealth Management, LLC | 0.29% | Reduce -1.1% | 1,828 | $495K |
| Orgel Wealth Management, LLC | 0.01% | Add +0.7% | 1,822 | $493K |
| IHT Wealth Management, LLC | 0.02% | Reduce -41.8% | 1,803 | $488K |
| Summit Wealth Partners, LLC | 0.10% | No change | 1,796 | $486K |
| Cascade Wealth Advisors, Inc | 0.41% | — | 1,898 | $485K |
| Verdence Capital Advisors LLC | 0.04% | No change | 1,747 | $473K |
| Trifecta Capital Advisors, LLC | 0.11% | No change | 1,737 | $470K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 1,735 | $470K |
| IFP Advisors, Inc | 0.02% | Add +12.8% | 1,724 | $467K |
| Bison Wealth, LLC | 0.08% | No change | 1,726 | $467K |
| Allen Investment Management, LLC | 0.01% | No change | 1,720 | $466K |
| Sunbelt Securities, Inc. | 0.05% | Add +327.4% | 1,718 | $465K |
| Armor Investment Advisors, LLC | 0.22% | Reduce -8.0% | 1,718 | $465K |
| Cranbrook Wealth Management, LLC | 0.12% | Reduce -0.1% | 1,705 | $462K |
| Athena Investment Management | 0.28% | No change | 1,694 | $459K |
| Castle Wealth Management LLC | 0.24% | Reduce -0.1% | 1,692 | $458K |
| Wescott Financial Advisory Group, LLC | 0.06% | New | 1,691 | $458K |
| L.M. Kohn & Company | 0.13% | New | 1,689 | $457K |
| Chapin Davis, Inc. | 0.17% | No change | 1,685 | $456K |
| Investmark Advisory Group LLC | 0.25% | Add +0.7% | 1,682 | $455K |
| Joel Isaacson & Co., LLC | 0.02% | Add +12.8% | 1,671 | $453K |
| Harvest Fund Management Co., Ltd | 0.04% | No change | 1,651 | $447K |
| Mutual Advisors, LLC | 0.01% | Add +27.1% | 1,637 | $443K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 1,629 | $441K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +54.7% | 1,629 | $441K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +10.4% | 1,619 | $439K |
| Jupiter Wealth Management LLC | 0.23% | No change | 1,683 | $438K |
| Stegner Investment Associates Inc. | 0.32% | Reduce -10.0% | 1,616 | $437K |
| Sandy Spring Bank | 0.02% | Add +31.4% | 1,612 | $437K |
| PFG Advisors | 0.03% | New | 1,603 | $434K |
| High Falls Advisors, Inc | 0.11% | Add +0.1% | 1,601 | $433K |
| Aptus Capital Advisors, LLC | 0.01% | Add +506.6% | 1,571 | $425K |
| Clear Investment Research, LLC | 0.57% | Add +0.1% | 1,562 | $423K |
| Warner Financial, Inc. | 0.21% | No change | 1,557 | $422K |
| Jane Street Group, LLC | 0.00% | Reduce -86.7% | 1,558 | $422K |
| Platte River Wealth Advisors, LLC | 0.12% | No change | 1,555 | $421K |
| Montag A & Associates Inc. | 0.02% | No change | 1,555 | $421K |
| PFG Investments, LLC | 0.03% | New | 1,550 | $420K |
| Nwam LLC | 0.03% | Reduce -0.4% | 1,575 | $418K |
| SlateStone Wealth, LLC | 0.04% | Add +48.7% | 1,527 | $414K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -63.6% | 1,528 | $414K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -1.4% | 1,517 | $411K |
| FourThought Financial Partners, LLC | 0.05% | Reduce -10.6% | 1,511 | $409K |
| Concord Investment Counsel Inc. | 0.15% | — | 1,507 | $408K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -18.8% | 1,503 | $407K |
| Diversified Portfolios, Inc. | 0.06% | Add +0.3% | 1,497 | $405K |
| Coastwise Capital Group, LLC | 0.38% | Add +0.1% | 1,487 | $403K |
| Anderson Hoagland & Co. | 0.05% | No change | 1,555 | $403K |
| Essex Investment Management Co. LLC | 0.08% | No change | 1,482 | $401K |
| MIdWestOne Financial Group, Inc. | 0.07% | No change | 1,479 | $401K |
| International Assets Investment Management, LLC | 0.04% | Add +17.4% | 1,484 | $399K |
| B.O.S.S. Retirement Advisors, LLC | 0.15% | Reduce -8.0% | 1,581 | $399K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 1,470 | $398K |
| Arkadios Wealth Advisors | 0.03% | Reduce -17.5% | 1,460 | $395K |
| TBH Global Asset Management, LLC | 0.08% | No change | 1,460 | $395K |
| Laurel Wealth Advisors LLC | 0.07% | Reduce -3.3% | 1,449 | $392K |
| Adirondack Trust Co. | 0.16% | Reduce -8.2% | 1,448 | $392K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -0.5% | 1,446 | $392K |
| Willner & Heller, LLC | 0.39% | Add +0.1% | 1,438 | $389K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +4.4% | 1,427 | $386K |
| O'Connor Financial Group LLC | 0.23% | Reduce -0.5% | 1,423 | $385K |
| McGuire Investment Group, LLC | 0.06% | Add +14.7% | 1,418 | $384K |
| Fidelis Capital Partners, LLC | 0.06% | New | 1,415 | $383K |
| Rothschild Capital Partners, LLC | 0.11% | New | 1,414 | $383K |
| Family Firm, Inc. | 0.09% | Add +0.1% | 1,410 | $382K |
| Moors & Cabot, Inc. | 0.02% | Add +15.9% | 1,401 | $379K |
| Banco BTG Pactual S.A. | 0.12% | Add +16.6% | 1,400 | $379K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -6.7% | 1,398 | $378K |
| Key Financial Inc | 0.10% | No change | 1,394 | $377K |
| Eagle Bay Advisors LLC | 0.24% | Add +141.4% | 1,388 | $376K |
| KKM Financial LLC | 0.18% | New | 1,388 | $376K |
| Pegasus Asset Management, Inc. | 0.12% | No change | 1,386 | $375K |
| Parallel Advisors, LLC | 0.01% | Add +35.6% | 1,383 | $375K |
| Legato Capital Management LLC | 0.04% | New | 1,367 | $370K |
| Congress Asset Management Co. | 0.00% | Reduce -97.0% | 1,355 | $367K |
| PBMares Wealth Management LLC | 0.10% | Reduce -1.7% | 1,355 | $367K |
| First Merchants Corp. | 0.03% | No change | 1,354 | $367K |
| Bangor Savings Bank | 0.04% | No change | 1,351 | $366K |
| Klingenstein Fields & Co. LP | 0.02% | Reduce -1.5% | 1,350 | $366K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -20.4% | 1,349 | $365K |
| Evoke Wealth, LLC | 0.01% | New | 1,341 | $363K |
| Citizens National Bank Trust Department | 0.08% | No change | 1,340 | $363K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -0.3% | 1,338 | $362K |
| Financial Partners Group, Inc | 0.06% | Add +8.3% | 1,332 | $361K |
| Diversify Advisory Services, LLC | 0.02% | — | 1,341 | $360K |
| Oder Investment Management, LLC | 0.34% | No change | 1,330 | $360K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,330 | $360K |
| OneDigital Investment Advisors LLC | 0.01% | Add +19.6% | 1,326 | $359K |
| S&co Inc. | 0.03% | No change | 1,329 | $359K |
| Lion Street Advisors, LLC | 0.14% | No change | 1,407 | $355K |
| Private Trust Co. NA | 0.04% | Add +18.1% | 1,310 | $355K |
| Roffman Miller Associates Inc. | 0.02% | Add +0.1% | 1,306 | $354K |
| Cynosure Group, LLC | 0.06% | Add +0.1% | 1,305 | $353K |
| Epiq Partners, LLC | 0.24% | No change | 1,300 | $352K |
| GC Wealth Management RIA, LLC | 0.07% | New | 1,295 | $351K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -17.1% | 1,290 | $349K |
| Ingalls & Snyder LLC | 0.02% | No change | 1,287 | $349K |
| Bluesphere Advisors LLC | 0.19% | Reduce -0.3% | 1,281 | $347K |
| Nelson Capital Management, LLC | 0.07% | Add +10.9% | 1,275 | $345K |
| Embree Financial Group | 0.07% | Add +4.5% | 1,265 | $342K |
| Certuity, LLC | 0.03% | Add +0.1% | 1,264 | $342K |
| Financial Guidance Group, Inc. | 0.22% | No change | 1,260 | $341K |
| Paladin Advisory Group, LLC | 0.27% | No change | 1,259 | $338K |
| Mycio Wealth Partners, LLC | 0.08% | Add +0.1% | 1,242 | $336K |
| Consolidated Portfolio Review Corp | 0.09% | Reduce -11.0% | 1,234 | $334K |
| Paragon Capital Management Ltd | 0.06% | Reduce -2.9% | 1,231 | $333K |
| Curtis Advisory Group, LLC | 0.13% | Reduce -35.8% | 1,222 | $331K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +0.9% | 1,215 | $329K |
| 9258 Wealth Management, LLC | 0.05% | Reduce -0.5% | 1,209 | $327K |
| Patten & Patten Inc. | 0.02% | New | 1,205 | $326K |
| Keystone Wealth Services, LLC | 0.11% | No change | 1,197 | $324K |
| Vaughan David Investments LLC | 0.01% | Reduce -2.0% | 1,195 | $324K |
| Sage Financial Group Inc. | 0.03% | Reduce -8.5% | 1,186 | $321K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | No change | 1,179 | $319K |
| Shilanski & Associates, Inc. | 0.11% | No change | 1,175 | $318K |
| Easterly Investment Partners LLC | 0.02% | Reduce -0.1% | 1,170 | $317K |
| Forum Financial Management, LP | 0.01% | Reduce -45.1% | 1,163 | $315K |
| Maxwell Wealth Strategies Inc. | 0.16% | No change | 1,198 | $315K |
| Investment Advisory Group, LLC | 0.13% | Reduce -1.9% | 1,158 | $314K |
| Wealth Alliance, LLC | 0.04% | New | 1,152 | $312K |
| Selective Wealth Management, Inc. | 0.14% | New | 1,200 | $311K |
| Smithbridge Asset Management Inc. | 0.06% | No change | 1,131 | $306K |
| Concentric Wealth Management, LLC | 0.08% | New | 1,129 | $306K |
| Smith, Moore & Co. | 0.03% | No change | 1,128 | $306K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 1,120 | $303K |
| Aveo Capital Partners, LLC | 0.03% | Add +21.8% | 1,170 | $301K |
| Hart & Patterson Financial Group LLC | 0.15% | Reduce -5.3% | 1,096 | $297K |
| Richardson Capital Management LLC | 0.24% | New | 1,091 | $295K |
| FCG Investment Co | 0.24% | No change | 1,091 | $295K |
| Crown Wealth Group, LLC | 0.15% | New | 1,091 | $295K |
| Advance Capital Management, Inc. | 0.02% | New | 1,090 | $295K |
| Madison Asset Management, LLC | 0.00% | No change | 1,082 | $293K |
| Capital Advisors, Ltd. LLC | 0.04% | Reduce -7.7% | 1,083 | $293K |
| Thompson Siegel & Walmsley LLC | 0.00% | Reduce -2.3% | 1,082 | $293K |
| LJI Wealth Management, LLC | 0.08% | Add +19.1% | 1,080 | $293K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 1,076 | $291K |
| BHK Investment Advisors, LLC | 0.11% | Add +12.1% | 1,073 | $291K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | Reduce -0.6% | 1,067 | $289K |
| Global Retirement Partners, LLC | 0.01% | Add +8.3% | 1,063 | $288K |
| Holland Advisory Services, Inc. | 0.31% | Add +0.1% | 1,061 | $287K |
| Aprio Wealth Management, LLC | 0.06% | No change | 1,061 | $287K |
| Hartline Investment Corp./ | 0.05% | New | 1,053 | $285K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -1.9% | 1,053 | $285K |
| First Heartland Consultants, Inc. | 0.03% | New | 1,054 | $285K |
| Argent Trust Co | 0.01% | No change | 1,050 | $284K |
| Wedbush Securities Inc. | 0.01% | Add +23.6% | 1,044 | $283K |
| Colorado Capital Management, Inc. | 0.16% | Reduce -12.2% | 1,043 | $282K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.1% | 1,034 | $280K |
| Cordgrass Capital Advisors, LLC | 0.09% | No change | 1,026 | $278K |
| Central Valley Advisors, LLC | 0.14% | Add +24.6% | 1,014 | $275K |
| Falcon Wealth Planning | 0.04% | Reduce -6.1% | 1,013 | $274K |
| Blue Barn Wealth, LLC | 0.15% | Reduce -14.2% | 1,012 | $274K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 1,010 | $274K |
| 1832 Asset Management L.P. | 0.00% | Add +17.9% | 1,008 | $273K |
| Austin Private Wealth, LLC | 0.03% | No change | 1,019 | $270K |
| West Michigan Advisors, LLC | 0.09% | Reduce -7.6% | 997 | $270K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 993 | $269K |
| Global Wealth Strategies & Associates | 0.10% | Reduce -0.5% | 992 | $269K |
| Harbour Capital Advisors, LLC | 0.07% | No change | 1,014 | $267K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -2.0% | 982 | $266K |
| Centennial Wealth Advisory LLC | 0.12% | Add +21.1% | 975 | $264K |
| Trust Co. of Vermont | 0.01% | No change | 970 | $263K |
| Cannell & Spears LLC | 0.01% | No change | 970 | $263K |
| Delta Financial Group, Inc. | 0.08% | Add +0.6% | 967 | $262K |
| Bank Ozk | 0.12% | No change | 960 | $260K |
| L & S Advisors Inc | 0.03% | No change | 960 | $260K |
| Headlands Technologies LLC | 0.06% | Add +268.1% | 957 | $259K |
| Marco Investment Management LLC | 0.02% | No change | 945 | $256K |
| Baxter Bros Inc. | 0.03% | No change | 943 | $255K |
| Capital Investment Advisors, LLC | 0.01% | New | 939 | $254K |
| TFG Advisers LLC | 0.10% | Reduce -4.1% | 934 | $253K |
| CGN Advisors LLC | 0.03% | Reduce -1.8% | 932 | $252K |
| Mairs & Power Inc. | 0.00% | Reduce -39.8% | 932 | $252K |
| Greenleaf Trust | 0.00% | Add +0.2% | 932 | $252K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -16.1% | 931 | $252K |
| K.J. Harrison & Partners Inc | 0.04% | New | 928 | $251K |
| Viawealth, LLC | 0.16% | No change | 926 | $251K |
| Moneco Advisors, LLC | 0.04% | No change | 925 | $251K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 922 | $250K |
| RDA Financial Network | 0.09% | No change | 920 | $249K |
| Greatmark Investment Partners, Inc. | 0.04% | No change | 917 | $248K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 916 | $248K |
| Fayez Sarofim & Co | 0.00% | No change | 914 | $248K |
| Leo Wealth, LLC | 0.03% | Reduce -21.2% | 913 | $247K |
| Glassman Wealth Services | 0.05% | Add +7.6% | 907 | $246K |
| Klingman & Associates, LLC | 0.02% | No change | 902 | $244K |
| Members Trust Co | 0.01% | No change | 900 | $244K |
| Spirepoint Private Client, LLC | 0.04% | — | 897 | $243K |
| Edge Capital Group, LLC | 0.01% | No change | 896 | $243K |
| Red Tortoise LLC | 0.14% | No change | 895 | $242K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 888 | $240K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 887 | $240K |
| Alexander Labrunerie & Co., Inc. | 0.14% | — | 882 | $239K |
| MGB Wealth Management, LLC | 0.10% | No change | 872 | $236K |
| Wealth Architects, LLC | 0.03% | New | 866 | $235K |
| Presidio Capital Management, LLC | 0.17% | New | 862 | $233K |
| Mattern Capital Management, LLC | 0.03% | No change | 858 | $232K |
| Berkshire Asset Management LLC | 0.01% | Reduce -41.5% | 855 | $232K |
| Kanawha Capital Management LLC | 0.02% | Reduce -10.0% | 852 | $231K |
| Sunpointe, LLC | 0.26% | No change | 850 | $230K |
| Nvest Financial, LLC | 0.15% | New | 842 | $228K |
| Roanoke Asset Management Corp./ NY | 0.08% | No change | 839 | $227K |
| Solidarity Wealth, LLC | 0.07% | No change | 835 | $226K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +1.5% | 831 | $225K |
| Ritholtz Wealth Management | 0.01% | New | 829 | $224K |
| Metropolitan Life Insurance Co | 0.01% | No change | 825 | $223K |
| LMCG Investments, LLC | 0.01% | No change | 822 | $223K |
| First National Bank of Omaha | 0.01% | Reduce -10.4% | 860 | $220K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 811 | $220K |
| River Wealth Advisors LLC | 0.03% | No change | 807 | $219K |
| Clarius Group, LLC | 0.01% | New | 800 | $217K |
| Caprock Group, LLC | 0.01% | No change | 799 | $216K |
| Ellis Investment Partners, LLC | 0.05% | Add +0.1% | 794 | $215K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -13.8% | 792 | $214K |
| Independence Bank of Kentucky | 0.06% | Reduce -16.4% | 791 | $214K |
| Addison Advisors LLC | 0.07% | No change | 790 | $214K |
| HFG Advisors, Inc. | 0.19% | New | 784 | $212K |
| Sterling Investment Counsel, LLC | 0.10% | Reduce -33.5% | 780 | $211K |
| Stillwater Capital Advisors, LLC | 0.03% | New | 773 | $209K |
| Merit Financial Group, LLC | 0.01% | Reduce -7.2% | 813 | $209K |
| Magnus Financial Group LLC | 0.02% | New | 770 | $209K |
| Mayport, LLC | 0.08% | New | 769 | $208K |
| Compass Ion Advisors, LLC | 0.03% | New | 769 | $208K |
| Hodges Capital Management Inc. | 0.01% | New | 767 | $208K |
| Smithfield Trust Co | 0.01% | Reduce -58.8% | 767 | $208K |
| Trust Co of the South | 0.05% | New | 765 | $207K |
| Davis Investment Partners, LLC | 0.09% | New | 800 | $207K |
| CRA Financial Services, LLC | 0.04% | New | 764 | $207K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | Reduce -11.2% | 825 | $206K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 758 | $205K |
| Fragasso Financial Advisors Inc | 0.02% | New | 756 | $205K |
| Everhart Financial Group, Inc. | 0.06% | New | 753 | $204K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -8.0% | 752 | $204K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -7.4% | 752 | $204K |
| Rothschild Investment LLC | 0.01% | Reduce -6.2% | 751 | $203K |
| Beacon Bank & Trust | 0.05% | New | 750 | $203K |
| Evermay Wealth Management LLC | 0.03% | No change | 746 | $202K |
| Family Investment Center, Inc. | 0.06% | New | 743 | $201K |
| Portland Global Advisors LLC | 0.03% | New | 739 | $200K |
| Center for Financial Planning, Inc. | 0.03% | No change | 714 | $193K |
| Rhumbline Advisers | 0.00% | Add +340.8% | 692 | $187K |
| Qube Research & Technologies Ltd | 0.00% | Add +67.5% | 690 | $187K |
| Oakworth Capital, Inc. | 0.01% | Reduce -4.8% | 662 | $179K |
| Quantbot Technologies LP | 0.01% | New | 653 | $177K |
| LMR Partners LLP | 0.01% | Reduce -45.0% | 643 | $174K |
| North Star Investment Management Corp. | 0.01% | No change | 642 | $174K |
| First United Bank & Trust | 0.06% | No change | 618 | $167K |
| CNB Bank | 0.08% | Reduce -13.7% | 599 | $162K |
| Peachtree Investment Partners, LLC | 0.07% | Reduce -19.4% | 598 | $162K |
| Financial Freedom, LLC | 0.10% | Add +0.2% | 594 | $161K |
| Arcadia Investment Advisors LLC | 0.09% | No change | 567 | $154K |
| Financial Perspectives, Inc | 0.06% | No change | 557 | $151K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -61.9% | 554 | $150K |
| Main Management LLC | 0.01% | No change | 544 | $147K |
| Optimum Investment Advisors | 0.07% | No change | 540 | $146K |
| New England Capital Financial Advisors LLC | 0.08% | Add +0.2% | 540 | $146K |
| Elevation Wealth Partners, LLC | 0.07% | Reduce -37.7% | 537 | $145K |
| WealthShield Partners, LLC | 0.02% | Reduce -6.0% | 532 | $144K |
| Ancora Advisors LLC | 0.00% | Add +23.5% | 526 | $142K |
| MidAtlantic Capital Management, Inc. | 0.12% | No change | 519 | $141K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -13.7% | 517 | $140K |
| New Republic Capital, LLC | 0.09% | No change | 515 | $139K |
| Atticus Wealth Management, LLC | 0.05% | Add +0.2% | 509 | $138K |
| Castleark Management LLC | 0.01% | No change | 500 | $135K |
| Family Manage LLC | 0.02% | No change | 471 | $128K |
| Robinswood Financial LLC | 0.05% | No change | 466 | $125K |
| Webster Bank, N. A. | 0.01% | No change | 459 | $124K |
| Signaturefd, LLC | 0.00% | Reduce -78.1% | 457 | $124K |
| Rice Partnership, LLC | 0.03% | No change | 456 | $123K |
| Lazard Asset Management LLC | 0.00% | No change | 450 | $121K |
| Grove Bank & Trust | 0.02% | New | 427 | $116K |
| United Community Bank | 0.04% | No change | 424 | $115K |
| Asset Dedication, LLC | 0.01% | Reduce -19.8% | 404 | $109K |
| Deutsche Bank AG | 0.00% | No change | 393 | $106K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 367 | $99K |
| Tidemark, LLC | 0.06% | Add +1.4% | 367 | $99K |
| Bessemer Group Inc. | 0.00% | Reduce -79.6% | 362 | $98K |
| Arcadia Investment Management Corp. | 0.02% | No change | 360 | $97K |
| West Paces Advisors Inc. | 0.03% | No change | 356 | $96K |
| Mb, Levis & Associates, LLC | 0.05% | Add +0.3% | 322 | $87K |
| Planning Capital Management Corp | 0.06% | New | 303 | $82K |
| Union Savings Bank | 0.04% | No change | 303 | $82K |
| WASHINGTON TRUST Co | 0.00% | Add +77.7% | 302 | $82K |
| Continuum Advisory, LLC | 0.01% | New | 312 | $82K |
| Dagco, Inc. | 0.04% | New | 300 | $81K |
| City State Bank | 0.04% | No change | 300 | $81K |
| New Covenant Trust Company, N.A. | 0.08% | — | 280 | $76K |
| Country Trust Bank | 0.00% | No change | 277 | $75K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 265 | $72K |
| Fernwood Investment Management, LLC | 0.02% | New | 255 | $69K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 254 | $69K |
| Family Asset Management, LLC | 0.04% | No change | 252 | $68K |
| Tortoise Investment Management, LLC | 0.01% | No change | 249 | $67K |
| Gradient Investments LLC | 0.00% | Add +11.2% | 248 | $67K |
| AlphaMark Advisors, LLC | 0.02% | Reduce -11.9% | 245 | $66K |
| Realta Investment Advisors | 0.01% | New | 240 | $65K |
| Standard Family Office LLC | 0.09% | New | 235 | $64K |
| Bear Mountain Capital, Inc. | 0.03% | Reduce -0.8% | 248 | $62K |
| Tsfg, LLC | 0.02% | Reduce -17.9% | 224 | $61K |
| Archer Investment Corp | 0.02% | No change | 225 | $61K |
| CENTRAL TRUST Co | 0.00% | No change | 219 | $59K |
| Provident Wealth Management, LLC | 0.02% | Reduce -98.7% | 216 | $58K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 215 | $58K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 211 | $57K |
| National Bank of Canada | 0.00% | No change | 215 | $56K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 205 | $56K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 155 | $55K |
| General Partner, Inc. | 0.03% | No change | 200 | $54K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.0% | 200 | $54K |
| Sage Mountain Advisors LLC | 0.01% | Add +0.5% | 199 | $54K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 195 | $53K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 193 | $52K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 192 | $52K |
| Spotlight Asset Group, Inc. | 0.04% | No change | 191 | $52K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 189 | $51K |
| MeadowBrook Investment Advisors LLC | 0.05% | Add +568.6% | 234 | $49K |
| Horizon Bancorp Inc. | 0.02% | Reduce -48.0% | 182 | $49K |
| Coston, McIsaac & Partners | 0.02% | No change | 183 | $49K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.2% | 179 | $48K |
| Milestone Investment Advisors LLC | 0.01% | No change | 175 | $47K |
| Private Capital Management LLC | 0.01% | Add +24.1% | 175 | $47K |
| Aspire Private Capital, LLC | 0.01% | No change | 174 | $47K |
| Mendota Financial Group, LLC | 0.03% | No change | 170 | $46K |
| SRH Advisors, LLC | 0.01% | No change | 169 | $46K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 173 | $45K |
| Pittenger & Anderson Inc. | 0.00% | No change | 155 | $42K |
| Gleason Group, Inc. | 0.01% | No change | 154 | $42K |
| Cardinal Strategic Wealth Guidance | 0.02% | Reduce -28.2% | 150 | $41K |
| Bank of New Hampshire | 0.01% | Reduce -5.7% | 150 | $41K |
| SouthState Bank Corp | 0.00% | No change | 150 | $41K |
| Atwood & Palmer Inc. | 0.00% | No change | 150 | $41K |
| West Branch Capital LLC | 0.02% | Reduce -34.2% | 148 | $40K |
| Syntax Research, Inc. | 0.03% | No change | 146 | $40K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -66.7% | 143 | $39K |
| VitalStone Financial, LLC | 0.03% | Add +4.5% | 140 | $38K |
| Perkins Coie Trust Co | 0.01% | No change | 140 | $38K |
| SYM FINANCIAL Corp | 0.01% | No change | 140 | $38K |
| Beacon Capital Management, LLC | 0.01% | Add +424.0% | 131 | $35K |
| Concord Wealth Partners | 0.01% | Add +2000.0% | 126 | $34K |
| Blue Trust, Inc. | 0.00% | Reduce -72.4% | 125 | $34K |
| Norwood Financial Corp | 0.05% | No change | 125 | $34K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -85.4% | 133 | $34K |
| Peoples Bank | 0.03% | No change | 123 | $33K |
| Trust Co | 0.00% | No change | 119 | $32K |
| Kozak & Associates, Inc. | 0.01% | Add +12.9% | 114 | $30K |
| Creative Financial Designs Inc. | 0.00% | Add +2.8% | 111 | $30K |
| Wetzel Investment Advisors, Inc. | 0.02% | No change | 121 | $30K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 110 | $30K |
| EPG Wealth Management LLC | 0.01% | Add +0.9% | 110 | $30K |
| Bogart Wealth, LLC | 0.00% | Reduce -4.6% | 104 | $28K |
| Northwest Capital Management Inc | 0.01% | No change | 101 | $27K |
| Ransom Advisory, Ltd | 0.01% | — | 100 | $27K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 100 | $27K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 106 | $27K |
| Caitlin John, LLC | 0.02% | No change | 98 | $27K |
| GAMMA Investing LLC | 0.01% | New | 95 | $26K |
| McIlrath & Eck, LLC | 0.00% | No change | 95 | $26K |
| PFS Partners, LLC | 0.02% | No change | 93 | $25K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 93 | $25K |
| Versant Capital Management, Inc | 0.01% | No change | 91 | $25K |
| Retirement Group, LLC | 0.01% | No change | 91 | $25K |
| Pflug Koory, LLC | 0.00% | No change | 90 | $24K |
| Clearstead Trust, LLC | 0.01% | No change | 88 | $24K |
| GoalVest Advisory LLC | 0.01% | New | 80 | $22K |
| City Holding Co. | 0.00% | No change | 80 | $22K |
| Manchester Capital Management LLC | 0.00% | No change | 77 | $21K |
| Clear Point Advisors Inc. | 0.02% | No change | 76 | $21K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 76 | $21K |
| CoreCap Advisors, LLC | 0.00% | New | 75 | $20K |
| Richardson Financial Services Inc. | 0.01% | New | 72 | $19K |
| Salem Investment Counselors Inc. | 0.00% | Add +108.8% | 71 | $19K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 70 | $19K |
| LifeSteps Financial, Inc. | 0.01% | New | 69 | $19K |
| Abound Wealth Management | 0.01% | No change | 68 | $18K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 67 | $18K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 64 | $17K |
| Rise Advisors, LLC | 0.01% | No change | 63 | $17K |
| JNBA Financial Advisors | 0.00% | No change | 62 | $17K |
| RE Dickinson Investment Advisors, LLC | 0.01% | Reduce -6.3% | 60 | $16K |
| Hanson & Doremus Investment Management | 0.00% | No change | 54 | $15K |
| Dogwood Wealth Management LLC | 0.01% | No change | 51 | $14K |
| LRI Investments, LLC | 0.00% | — | 50 | $14K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 49 | $13K |
| Integrity Financial Corp | 0.01% | No change | 48 | $13K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.0% | 48 | $13K |
| Evensky & Katz LLC | 0.00% | No change | 45 | $12K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 42 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 40 | $11K |
| Global Trust Asset Management, LLC | 0.00% | No change | 40 | $11K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -20.0% | 40 | $11K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -4.8% | 40 | $11K |
| First Manhattan Co. Llc. | 0.00% | No change | 39 | $11K |
| JDM Financial Group LLC | 0.01% | No change | 38 | $10K |
| Johnson Financial Group, Inc. | 0.00% | No change | 36 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 33 | $9K |
| Investors Research Corp | 0.00% | No change | 33 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 30 | $8K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $8K |
| Granite Investment Partners, LLC | 0.00% | No change | 30 | $8K |
| Balentine LLC | 0.00% | New | 30 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +141.7% | 29 | $8K |
| IAG Wealth Partners, LLC | 0.00% | New | 29 | $8K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 28 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 24 | $7K |
| Avion Wealth | 0.00% | New | 24 | $7K |
| Legal & General Group Plc | 0.00% | Reduce -98.5% | 25 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 23 | $6K |
| Chelsea Counsel Co. | 0.00% | New | 20 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $5K |
| Biltmore Family Office, LLC | 0.00% | New | 20 | $5K |
| Avior Wealth Management, LLC | 0.00% | Reduce -77.0% | 20 | $5K |
| Tower View Wealth Management LLC | 0.00% | New | 16 | $4K |
| Mascoma Wealth Management LLC | 0.00% | No change | 16 | $4K |
| Nvwm, LLC | 0.00% | New | 16 | $4K |
| Ables, Iannone, Moore & Associates, Inc. | 0.00% | No change | 15 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 15 | $4K |
| Kessler Investment Group, LLC | 0.00% | New | 14 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 11 | $3K |
| Legend Financial Advisors, Inc. | 0.00% | Reduce -50.0% | 11 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 10 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 10 | $3K |
| Howe & Rusling Inc. | 0.00% | New | 10 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 9 | $2K |
| MCF Advisors LLC | 0.00% | No change | 9 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 9 | $2K |
| Woodmont Investment Counsel LLC | 0.00% | New | 8 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 7 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 6 | $2K |
| Activest Wealth Management | 0.00% | No change | 5 | $1K |
| Toth Financial Advisory Corp. | 0.00% | No change | 5 | $1K |
| Operose Advisors LLC | 0.00% | New | 4 | $1K |
| Sound Income Strategies, LLC | 0.00% | Reduce -25.0% | 3 | $852 |
| Indiana Trust & Investment Management Co | 0.00% | No change | 3 | $812 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 2 | $542 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $542 |
| Citadel Advisors | 0.00% | Reduce -100.0% | 2 | $542 |
| Hexagon Capital Partners LLC | 0.00% | No change | 1 | $271 |
"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.