iShares Russell 2000 GrowthIWOETF
13F holders, Q2 2024 (June 30)901holders −31
46new positions
71sold out
3famous investors
$256.34avg. 13F price*
At the end of Q2 2024, 901 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, down 31 from Q1 2024. 46 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($885.5M), Morgan Stanley ($657.8M) and Barings LLC ($407.5M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $125.6M |
| Exits | 71 | $152.1M |
All 13F filers, Q1 2024 → Q2 2024: 2,371,126 shares bought and 2,413,124 shares sold, net −41,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 901 holders
| Bank of America Corp. | 0.09% | Add +5.3% | 3,372,995 | $885.5M |
| Morgan Stanley | 0.05% | Reduce -25.1% | 2,505,596 | $657.8M |
| Barings LLC | 10.01% | Add +5.3% | 1,549,450 | $407.5M |
| Tiaa Trust, National Association | 1.15% | Add +1.8% | 1,423,320 | $374.1M |
| Envestnet Asset Management Inc. | 0.10% | Add +1.2% | 1,070,554 | $281.1M |
| Wells Fargo & Company | 0.06% | Reduce -0.2% | 912,350 | $239.5M |
| Cassaday & Co Wealth Management LLC | 7.08% | Add +2.1% | 857,761 | $225.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -0.9% | 790,454 | $207.5M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -2.9% | 654,731 | $171.9M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -15.8% | 590,717 | $155.1M |
| Cohen Klingenstein LLC | 5.30% | No change | 555,790 | $145.9M |
| US Bancorp \de | 0.18% | Add +6.2% | 493,420 | $129.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +11.9% | 476,774 | $125.2M |
| D.A. Davidson & Co. | 1.08% | Add +1.3% | 463,258 | $121.6M |
| UBS Group AG | 0.04% | Reduce -11.0% | 457,969 | $120.2M |
| Alliancebernstein L.P. | 0.04% | Reduce -6.0% | 441,309 | $115.9M |
| Northern Trust Corp. | 0.02% | Reduce -1.3% | 441,022 | $115.8M |
| M&T Bank Corp | 0.38% | Reduce -1.0% | 428,826 | $112.6M |
| LPL Financial LLC | 0.05% | Reduce -10.4% | 389,500 | $102.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.3% | 340,816 | $89.5M |
| Raymond James & Associates | 0.06% | Add +7.8% | 335,550 | $88.1M |
| Royal Bank of Canada | 0.02% | Add +0.1% | 333,106 | $87.5M |
| Financial Engines Advisors L.L.C. | 0.18% | Reduce -0.6% | 312,061 | $81.9M |
| FMR LLC | 0.01% | Reduce -25.0% | 296,772 | $77.9M |
| Cetera Investment Advisers | 0.16% | Add +0.1% | 272,583 | $71.6M |
| Commerce Bank | 0.42% | Reduce -12.3% | 245,034 | $64.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.2% | 222,952 | $58.5M |
| Cresset Asset Management, LLC | 0.23% | Add +15.9% | 207,731 | $54.5M |
| Badgley Phelps Wealth Managers, LLC | 1.31% | Reduce -0.0% | 201,019 | $52.8M |
| Sei Investments Co. | 0.07% | Reduce -4.5% | 193,115 | $50.7M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +22.1% | 184,456 | $48.4M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +4.8% | 183,100 | $48.1M |
| Creative Planning | 0.05% | Reduce -0.6% | 180,304 | $47.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.7% | 159,515 | $41.9M |
| Wellington Management Group LLP | 0.01% | Add +125.4% | 157,368 | $41.3M |
| Pathstone Holdings, LLC | 0.18% | Add +68.6% | 156,035 | $41.0M |
| BNP Paribas Financial Markets | 0.04% | Add +4.7% | 155,365 | $40.8M |
| Keybank National Association | 0.17% | Reduce -0.8% | 154,176 | $40.5M |
| Truist Financial Corp. | 0.06% | Reduce -14.3% | 152,912 | $40.1M |
| Corient Private Wealth LP | 0.07% | Add +1.3% | 150,063 | $39.4M |
| Alaska Permanent Fund Corp | 0.58% | Reduce -22.4% | 137,108 | $38.9M |
| Brown Advisory Inc. | 0.05% | Reduce -18.9% | 145,447 | $38.2M |
| Silvercrest Asset Management Group LLC | 0.24% | Add +1.6% | 134,885 | $35.4M |
| Focus Partners Wealth | 0.12% | Add +102.8% | 128,318 | $34.9M |
| Shepherd Financial Partners LLC | 4.44% | Add +0.7% | 131,222 | $34.4M |
| Orion Porfolio Solutions, LLC | 0.36% | Reduce -2.2% | 130,134 | $34.2M |
| Orion Portfolio Solutions, LLC | 0.36% | Reduce -2.2% | 130,134 | $34.2M |
| Pacific Life Fund Advisors LLC | 3.10% | Reduce -4.6% | 118,215 | $31.0M |
| Ameriprise Financial Inc. | 0.01% | Add +4.6% | 118,194 | $31.0M |
| AE Wealth Management LLC | 0.29% | Add +26.1% | 111,969 | $29.4M |
| Choreo, LLC | 0.47% | Add +1.2% | 108,451 | $28.3M |
| Fort Washington Investment Advisors Inc. | 0.18% | No change | 105,534 | $27.7M |
| Stephens Inc. | 0.42% | Reduce -0.8% | 104,990 | $27.6M |
| Barclays PLC | 0.01% | Add +188.7% | 103,381 | $27.1M |
| Johns Hopkins University | 1.08% | New | 103,080 | $27.1M |
| MAI Capital Management | 0.26% | Add +1.1% | 99,825 | $26.2M |
| Moneta Group Investment Advisors LLC | 0.37% | Reduce -0.4% | 87,568 | $23.0M |
| Prudential Financial Inc. | 0.03% | Reduce -5.8% | 85,376 | $22.4M |
| Waldron Private Wealth LLC | 0.99% | Reduce -2.1% | 84,008 | $22.1M |
| Osaic Holdings, Inc. | 0.05% | Reduce -17.7% | 82,858 | $21.8M |
| WoodTrust Financial Corp | 3.38% | New | 82,861 | $21.8M |
| Bank of Montreal | 0.01% | Add +0.3% | 80,592 | $21.0M |
| Arax Advisory Partners | 2.04% | Reduce -2.8% | 79,517 | $20.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Reduce -0.1% | 75,000 | $19.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -27.8% | 73,320 | $19.3M |
| Stifel Financial Corp. | 0.02% | Reduce -6.6% | 71,696 | $18.8M |
| Citigroup Inc. | 0.02% | Reduce -32.6% | 71,668 | $18.8M |
| VAUGHAN & Co SECURITIES, INC. | 11.65% | Add +0.2% | 70,374 | $18.5M |
| Comerica Bank | 0.08% | Reduce -0.7% | 70,276 | $18.4M |
| Captrust Financial Advisors | 0.06% | Add +2.0% | 69,812 | $18.3M |
| Citadel Advisors | 0.02% | Add +3416450.0% | 68,331 | $17.9M |
| TimesSquare Capital Management, LLC | 0.27% | Add +2.8% | 66,300 | $17.4M |
| Cerity Partners LLC | 0.05% | Reduce -0.9% | 64,318 | $16.9M |
| Hantz Financial Services, Inc. | 0.32% | Reduce -10.1% | 63,835 | $16.8M |
| Mariner, LLC | 0.03% | Reduce -1.9% | 62,516 | $16.4M |
| MML Investors Services, LLC | 0.07% | Reduce -0.3% | 61,499 | $16.1M |
| AMG National Trust Bank | 0.44% | Add +8.6% | 61,430 | $16.1M |
| Kestra Advisory Services, LLC | 0.09% | Add +2.3% | 62,902 | $16.1M |
| Covenant Partners, LLC | 4.84% | Reduce -6.8% | 60,688 | $15.9M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -3.1% | 60,601 | $15.9M |
| Geller Advisors LLC | 1.15% | Add +0.1% | 59,008 | $15.5M |
| BlackRock Inc. | 0.00% | Reduce -12.8% | 55,097 | $14.5M |
| Fifth Third Bancorp | 0.05% | Reduce -1.6% | 53,901 | $14.2M |
| Geneva Capital Management LLC | 0.26% | Add +55.0% | 53,598 | $14.1M |
| Axiom Investors LLC | 0.12% | Add +36.0% | 52,100 | $13.7M |
| HSBC Holdings PLC | 0.01% | Add +67.2% | 51,933 | $13.6M |
| Flaharty Asset Management, LLC | 2.01% | Add +0.1% | 51,703 | $13.6M |
| Baird Financial Group, Inc. | 0.03% | Reduce -36.7% | 49,915 | $13.1M |
| CHURCHILL MANAGEMENT Corp | 0.15% | Reduce -0.4% | 48,477 | $12.7M |
| Jones Financial Companies LLLP | 0.01% | Add +38.6% | 48,084 | $12.6M |
| First Horizon Advisors, Inc. | 0.38% | Reduce -1.2% | 47,709 | $12.5M |
| RTD Financial Advisors, Inc. | 1.62% | Reduce -0.5% | 45,990 | $12.1M |
| D. E. Shaw & Co. | 0.02% | New | 45,954 | $12.1M |
| LMG Wealth Partners, LLC | 2.95% | Add +0.3% | 45,136 | $11.8M |
| Courier Capital LLC | 0.92% | Reduce -0.4% | 44,326 | $11.6M |
| Synovus Financial Corp. | 0.15% | Reduce -7.1% | 43,024 | $11.3M |
| Blair William & Co. | 0.03% | Add +22.4% | 39,367 | $10.3M |
| NorthCoast Asset Management LLC | 0.09% | New | 39,319 | $10.3M |
| Venture Visionary Partners LLC | 0.48% | New | 39,247 | $10.3M |
| Fortis Group Advisors, LLC | 2.03% | Reduce -25.1% | 38,945 | $10.2M |
| Powell Investment Advisors, LLC | 5.28% | Add +3.7% | 38,832 | $10.2M |
| Confluence Wealth Services, Inc. | 0.81% | Add +54.5% | 38,655 | $10.1M |
| Wealthspire Advisors, LLC | 0.13% | Add +9.6% | 38,197 | $10.0M |
| Hillcrest Wealth Advisors - NY, LLC | 5.34% | Add +4.6% | 37,810 | $9.9M |
| Whittier Trust Co. of Nevada Inc. | 0.27% | Reduce -2.8% | 36,799 | $9.7M |
| Erickson Financial Group, LLC | 7.25% | Add +0.0% | 36,238 | $9.5M |
| Tobias Financial Advisors, Inc. | 2.03% | Add +8.7% | 35,798 | $9.4M |
| Tower Research Capital LLC (TRC) | 0.16% | Add +4.2% | 35,286 | $9.3M |
| Quent Capital, LLC | 1.02% | Add +0.4% | 35,137 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +4.0% | 35,077 | $9.2M |
| Assetmark, Inc. | 0.03% | Add +0.7% | 34,569 | $9.1M |
| CW Advisors, LLC | 0.14% | Reduce -0.2% | 33,406 | $8.8M |
| William Blair Investment Management, LLC | 0.02% | Reduce -27.1% | 32,755 | $8.6M |
| Mma Asset Management LLC | 4.03% | Add +1.3% | 32,746 | $8.6M |
| NewEdge Advisors, LLC | 0.06% | Reduce -12.0% | 32,564 | $8.5M |
| Franklin Resources Inc. | 0.00% | Reduce -1.1% | 32,402 | $8.5M |
| Johnson Investment Counsel Inc. | 0.09% | Reduce -1.8% | 31,770 | $8.3M |
| One Capital Management, LLC | 0.28% | Reduce -0.9% | 31,706 | $8.3M |
| Macquarie Group Ltd. | 0.01% | Add +5.5% | 31,204 | $8.2M |
| Oppenheimer & Co. Inc. | 0.13% | Add +22.4% | 31,069 | $8.2M |
| Corundum Group, Inc. | 3.13% | Add +2.6% | 30,488 | $8.0M |
| Avidian Wealth Enterprises, LLC | 0.39% | Reduce -8.2% | 30,453 | $8.0M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Add +30.4% | 30,121 | $7.9M |
| NBW Capital LLC | 1.54% | Reduce -2.2% | 29,645 | $7.8M |
| Modera Wealth Management, LLC | 0.11% | Reduce -0.8% | 28,173 | $7.4M |
| Clark Capital Management Group, Inc. | 0.05% | Add +6.3% | 27,777 | $7.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +24.5% | 27,152 | $7.1M |
| Carolinas Wealth Consulting LLC | 1.38% | Reduce -10.4% | 27,176 | $7.1M |
| Black Swift Group, LLC | 1.63% | Reduce -35.8% | 26,925 | $7.1M |
| LBJ Family Wealth Advisors, Ltd. | 4.33% | Reduce -0.3% | 26,269 | $6.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -0.3% | 25,957 | $6.8M |
| Oldfather Financial Services, LLC | 2.77% | Reduce -0.8% | 25,748 | $6.8M |
| Sequent Asset Management, LLC | 3.39% | No change | 25,631 | $6.7M |
| Whittier Trust Co. | 0.09% | Reduce -0.3% | 24,924 | $6.5M |
| Savant Capital, LLC | 0.06% | Reduce -10.2% | 24,406 | $6.4M |
| Mechanics Bank Trust Department | 0.91% | Reduce -5.4% | 24,338 | $6.4M |
| Bokf, NA | 0.11% | Reduce -1.1% | 24,307 | $6.4M |
| Team Hewins, LLC | 2.60% | Add +1.3% | 23,828 | $6.3M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -1.5% | 23,726 | $6.2M |
| 360 Financial, Inc. | 2.30% | Add +2.0% | 23,180 | $6.1M |
| Tritonpoint Wealth, LLC | 0.58% | Add +0.1% | 22,965 | $6.0M |
| Glenmede Trust Co. NA | 0.03% | Add +0.9% | 22,559 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -10.3% | 22,537 | $5.9M |
| CFS Investment Advisory Services, LLC | 0.48% | New | 22,512 | $5.9M |
| Fiduciary Trust Co | 0.09% | Reduce -4.3% | 22,495 | $5.9M |
| Avantax Planning Partners, Inc. | 0.19% | Reduce -17.7% | 21,972 | $5.8M |
| HRT Financial LP | 0.03% | Reduce -61.4% | 21,954 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -16.0% | 21,428 | $5.6M |
| Occidental Asset Management, LLC | 0.97% | Add +8.7% | 21,017 | $5.5M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +1.8% | 20,987 | $5.5M |
| Stephens Group Asset Management, LLC | 0.50% | Add +0.3% | 20,901 | $5.5M |
| Noble Family Wealth, LLC | 1.53% | No change | 20,254 | $5.3M |
| Bishop & Co Investment Management, LLC | 3.16% | Reduce -0.5% | 19,849 | $5.2M |
| Harbor Investment Advisory, LLC | 0.54% | Reduce -2.2% | 19,516 | $5.1M |
| Sanctuary Advisors, LLC | 0.04% | — | 19,950 | $5.0M |
| Summit Financial, LLC | 0.23% | Add +188.3% | 19,081 | $5.0M |
| XML Financial, LLC | 0.50% | Add +1.7% | 19,071 | $5.0M |
| HB Wealth Management, LLC | 0.06% | Reduce -2.3% | 18,572 | $4.9M |
| Bailard, Inc. | 0.13% | Reduce -0.6% | 18,485 | $4.9M |
| Rodgers & Associates, LTD | 0.62% | Reduce -1.3% | 18,436 | $4.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +47.2% | 18,393 | $4.8M |
| Coldstream Capital Management Inc. | 0.11% | Reduce -8.7% | 17,796 | $4.7M |
| Foundation Wealth Management, LLC | 3.65% | Reduce -2.9% | 17,729 | $4.7M |
| Crescent Grove Advisors, LLC | 0.50% | No change | 17,458 | $4.6M |
| Farmers & Merchants Investments Inc. | 0.15% | No change | 17,281 | $4.5M |
| Natixis Advisors, LLC | 0.01% | New | 17,226 | $4.5M |
| DT Investment Partners, LLC | 0.39% | No change | 16,573 | $4.4M |
| Principal Financial Group Inc. | 0.00% | Add +3.6% | 16,520 | $4.3M |
| Cwm, LLC | 0.02% | Reduce -0.7% | 16,516 | $4.3M |
| Cullen/Frost Bankers, Inc. | 0.06% | Reduce -0.1% | 16,344 | $4.3M |
| Idaho Trust Co | 2.19% | New | 16,332 | $4.3M |
| Quadrant Capital Group LLC | 0.32% | No change | 16,321 | $4.3M |
| Squarepoint Ops LLC | 0.02% | Reduce -19.2% | 16,211 | $4.3M |
| Columbia Advisory Partners LLC | 4.13% | Reduce -7.8% | 16,120 | $4.2M |
| Mutual of America Capital Management LLC | 0.05% | Reduce -10.5% | 15,962 | $4.2M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +1.4% | 15,885 | $4.2M |
| Larson Financial Group LLC | 0.28% | Reduce -9.0% | 15,843 | $4.2M |
| Lowery Thomas, LLC | 3.03% | Reduce -0.7% | 15,815 | $4.2M |
| SMI Advisory Services, LLC | 0.99% | New | 15,239 | $4.0M |
| Stock Yards Bank & Trust Co. | 0.13% | Add +4.5% | 15,126 | $4.0M |
| Welch & Forbes LLC | 0.05% | Add +0.5% | 15,115 | $4.0M |
| Corsair Capital Management, L.P. | 0.65% | Add +97.3% | 14,800 | $3.9M |
| Bare Financial Services, Inc | 2.01% | Add +2.4% | 13,488 | $3.8M |
| Simon Quick Advisors, LLC | 0.27% | Reduce -12.1% | 14,385 | $3.8M |
| Stephen J. Garry & Associates, LLC | 3.81% | Reduce -0.4% | 14,337 | $3.8M |
| Raymond James Trust N.A. | 0.09% | Add +6.0% | 14,217 | $3.7M |
| Mill Creek Capital Advisors, LLC | 0.09% | New | 13,719 | $3.6M |
| Montecito Bank & Trust | 0.72% | Reduce -3.6% | 13,476 | $3.5M |
| Connective Capital Management, LLC | 6.64% | No change | 13,453 | $3.5M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -0.2% | 13,442 | $3.5M |
| Equitable Holdings, Inc. | 0.04% | Reduce -19.5% | 13,191 | $3.5M |
| LGL Partners, LLC | 0.50% | Reduce -0.1% | 12,993 | $3.4M |
| Financial Counselors Inc. | 0.05% | Reduce -3.2% | 12,983 | $3.4M |
| Waverly Advisors, LLC | 0.07% | Reduce -1.9% | 12,936 | $3.4M |
| RPg Family Wealth Advisory, LLC | 1.11% | Reduce -0.5% | 12,831 | $3.4M |
| Parkside Financial Bank & Trust | 0.51% | Add +0.7% | 12,439 | $3.3M |
| Tradition Wealth Management, LLC | 0.31% | Reduce -0.5% | 12,192 | $3.2M |
| Regions Financial Corp. | 0.02% | Add +3.6% | 12,099 | $3.2M |
| MV Capital Management, Inc. | 0.36% | No change | 12,075 | $3.2M |
| Capital Fund Management S.A. | 0.04% | Reduce -9.2% | 11,883 | $3.1M |
| Ariston Services Group | 2.99% | No change | 11,810 | $3.1M |
| Sowell Financial Services LLC | 0.15% | Add +2.5% | 11,728 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +20.7% | 11,699 | $3.1M |
| 1834 Investment Advisors Co. | 0.37% | Reduce -0.3% | 11,662 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +4.8% | 11,470 | $3.0M |
| Advisory Services Network, LLC | 0.06% | Add +0.5% | 11,468 | $3.0M |
| St. Louis Trust Co | 0.46% | Add +0.1% | 11,467 | $3.0M |
| First Commonwealth Financial Corp | 0.77% | Reduce -2.6% | 11,363 | $3.0M |
| SVB Wealth LLC | 0.07% | Reduce -34.6% | 11,188 | $2.9M |
| Grey Fox Wealth Advisors, LLC | 1.02% | Reduce -0.3% | 11,081 | $2.9M |
| Moody LYNN Lieberson & Walker, LLC | 0.19% | No change | 10,799 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +1.6% | 10,774 | $2.8M |
| Investment Partners, LTD. | 1.26% | Reduce -2.0% | 10,713 | $2.8M |
| Atlas Brown,Inc. | 1.00% | Reduce -0.1% | 10,620 | $2.8M |
| Foundations Investment Advisors, LLC | 0.07% | Add +3.6% | 10,595 | $2.8M |
| AdvisorNet Financial, Inc | 0.25% | Reduce -3.8% | 10,500 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Add +13.6% | 10,379 | $2.7M |
| Tompkins Financial Corp. | 0.28% | Reduce -0.2% | 10,203 | $2.7M |
| Brighton Jones LLC | 0.09% | Add +0.2% | 10,164 | $2.7M |
| Stevens Capital Partners | 1.38% | Reduce -2.2% | 10,157 | $2.7M |
| Echo45 Advisors LLC | 1.86% | Reduce -9.9% | 10,062 | $2.6M |
| Legacy Edge Advisors, LLC | 0.48% | Reduce -6.2% | 9,920 | $2.6M |
| Quantum Portfolio Management LLC | 1.49% | Add +0.0% | 9,864 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.2% | 9,679 | $2.5M |
| Balyasny Asset Management L.P. | 0.01% | New | 9,636 | $2.5M |
| Vance Wealth, LLC | 1.04% | Add +3.3% | 9,631 | $2.5M |
| Fifth Third Securities, Inc. | 0.23% | Add +0.8% | 9,470 | $2.5M |
| Park Avenue Securities LLC | 0.03% | Add +17.6% | 9,303 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +35.4% | 9,204 | $2.4M |
| Prospera Financial Services Inc | 0.06% | Add +8.0% | 8,803 | $2.3M |
| DHJJ Financial Advisors, Ltd. | 0.98% | Reduce -0.7% | 8,795 | $2.3M |
| Whitegate Investment Counselors, Inc. | 0.65% | Reduce -0.7% | 8,769 | $2.3M |
| Steel Grove Capital Advisors, LLC | 0.32% | Reduce -19.7% | 8,769 | $2.3M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 8,754 | $2.3M |
| Relyea Zuckerberg Hanson LLC | 0.39% | Reduce -5.2% | 8,750 | $2.3M |
| Rehmann Capital Advisory Group | 0.16% | Add +10.1% | 8,742 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -1.2% | 8,680 | $2.3M |
| Sand Hill Global Advisors, LLC | 0.10% | Add +5.8% | 8,617 | $2.3M |
| Carnegie Investment Counsel | 0.07% | Add +12.5% | 8,295 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Add +2.3% | 8,291 | $2.2M |
| FMA Wealth Management, LLC | 1.75% | Add +0.4% | 8,244 | $2.2M |
| Riverbridge Partners LLC | 0.03% | Add +28.2% | 8,210 | $2.2M |
| Dorsey & Whitney Trust CO LLC | 0.15% | No change | 8,020 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.4% | 7,974 | $2.1M |
| Visionary Wealth Advisors | 0.14% | Reduce -1.6% | 7,888 | $2.1M |
| Fifth Third Wealth Advisors LLC | 0.15% | Add +10.0% | 7,786 | $2.0M |
| Chemung Canal Trust Co. | 0.39% | No change | 7,609 | $2.0M |
| Clearstead Advisors, LLC | 0.03% | Add +144.9% | 7,593 | $2.0M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -2.5% | 7,576 | $2.0M |
| Washington Trust Bank | 0.19% | Reduce -0.1% | 7,499 | $2.0M |
| FineMark National Bank & Trust | 0.07% | Add +8.8% | 7,495 | $2.0M |
| Old Mission Capital LLC | 0.05% | New | 7,491 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -16.4% | 7,396 | $1.9M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Add +11.7% | 6,693 | $1.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -4.7% | 7,355 | $1.9M |
| CreativeOne Wealth, LLC | 0.10% | Add +9.0% | 7,326 | $1.9M |
| GTS Securities LLC | 0.04% | New | 7,216 | $1.9M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -2.8% | 7,214 | $1.9M |
| Sonata Capital Group Inc. | 0.96% | Reduce -16.4% | 7,153 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +10.2% | 7,151 | $1.9M |
| Blue Trust, Inc. | 0.03% | Add +5423.2% | 6,904 | $1.9M |
| Marshall Financial Group Inc. | 0.60% | Add +0.1% | 7,093 | $1.9M |
| Widmann Financial Services, Inc. | 1.51% | Reduce -0.1% | 7,080 | $1.9M |
| Somerset Group LLC | 1.64% | No change | 7,040 | $1.8M |
| Lane & Associates LLC | 1.05% | Add +69.2% | 6,783 | $1.8M |
| jvl associates llc | 0.71% | Add +0.1% | 6,757 | $1.8M |
| Cornerstone Wealth Advisors, Inc. | 0.53% | Reduce -3.2% | 6,737 | $1.8M |
| TD Private Client Wealth LLC | 0.06% | Reduce -0.6% | 6,696 | $1.8M |
| UMB Bank, n.a. | 0.03% | Reduce -5.2% | 6,662 | $1.7M |
| Opal Wealth Advisors, LLC | 0.56% | Reduce -3.4% | 6,612 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 6,519 | $1.7M |
| Hilltop Holdings Inc. | 0.20% | Add +40.7% | 6,502 | $1.7M |
| Highland Capital Management, LLC | 0.10% | No change | 6,494 | $1.7M |
| Cobblestone Capital Advisors LLC | 0.10% | No change | 6,437 | $1.7M |
| TAP Consulting, LLC | 0.35% | Add +41.3% | 6,304 | $1.7M |
| Ironwood Financial, llc | 0.37% | Reduce -0.8% | 6,295 | $1.7M |
| Clayton Financial Group LLC | 0.71% | Add +6.7% | 6,094 | $1.7M |
| McAdam, LLC | 0.10% | Add +5.7% | 6,150 | $1.6M |
| Total Wealth Planning, LLC | 0.26% | Reduce -1.6% | 5,492 | $1.6M |
| Dakota Wealth Management | 0.04% | Reduce -1.0% | 6,051 | $1.6M |
| Trust Point Inc. | 0.13% | Reduce -0.1% | 6,022 | $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 | 0.92% | Add +1.1% | 5,965 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -2.8% | 5,955 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -17.2% | 5,934 | $1.6M |
| Luts & Greenleigh Group, Inc. | 1.62% | — | 5,916 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -4.1% | 5,890 | $1.5M |
| Principal Securities, Inc. | 0.04% | Add +15.4% | 5,878 | $1.5M |
| Axiom Advisory, LLC | 0.02% | New | 5,931 | $1.5M |
| Shakespeare Wealth Management, LLC | 0.44% | Add +3.9% | 5,845 | $1.5M |
| Mather Group, Llc. | 0.02% | Add +22.8% | 5,643 | $1.5M |
| Ieq Capital, LLC | 0.02% | Add +0.2% | 5,768 | $1.5M |
| Eukles Asset Management | 0.65% | Reduce -0.1% | 5,765 | $1.5M |
| Connecticut Wealth Management, LLC | 0.08% | Reduce -8.9% | 5,750 | $1.5M |
| MWA Asset Management | 1.06% | No change | 5,691 | $1.5M |
| Primoris Wealth Advisors, LLC | 1.19% | Reduce -63.7% | 5,652 | $1.5M |
| Lwmg, LLC | 0.31% | Add +4.3% | 5,637 | $1.5M |
| ORG Partners LLC | 0.18% | New | 5,658 | $1.5M |
| Citizens Financial Group Inc. | 0.03% | Add +52.1% | 5,611 | $1.5M |
| Valeo Financial Advisors, LLC | 0.05% | Add +1.1% | 5,609 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | No change | 5,571 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -11.9% | 5,544 | $1.5M |
| Verus Capital Partners, LLC | 0.15% | Reduce -5.4% | 5,535 | $1.5M |
| BTC Capital Management, Inc. | 0.13% | No change | 5,467 | $1.4M |
| Eagle Strategies LLC | 0.27% | New | 5,436 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +61.4% | 5,011 | $1.4M |
| Jackson, Grant Investment Advisers, Inc. | 0.56% | Add +0.1% | 5,266 | $1.4M |
| Country Club Bank | 0.09% | Reduce -5.3% | 5,166 | $1.4M |
| Jasper Ridge Partners, L.P. | 0.04% | No change | 5,145 | $1.4M |
| Chatham Capital Group, Inc. | 0.24% | No change | 5,140 | $1.3M |
| Flow Traders U.S. LLC | 0.07% | Reduce -81.6% | 5,080 | $1.3M |
| SilverOak Wealth Management LLC | 0.32% | Reduce -0.8% | 5,055 | $1.3M |
| Affinity Capital Advisors, LLC | 0.28% | No change | 5,024 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -24.5% | 5,003 | $1.3M |
| Vawter Financial, Ltd. | 0.90% | Add +11.7% | 4,984 | $1.3M |
| Grey Ledge Advisors, LLC | 0.35% | Add +3.6% | 4,855 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -0.0% | 4,842 | $1.3M |
| Simplicity Wealth,LLC | 0.03% | Reduce -0.0% | 4,842 | $1.3M |
| Chicago Capital, LLC | 0.04% | Add +39.0% | 4,774 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +6.0% | 4,754 | $1.2M |
| Kennicott Capital Management LLC | 0.51% | No change | 4,703 | $1.2M |
| American State Bank (Iowa) | 0.78% | Reduce -8.0% | 4,648 | $1.2M |
| Rice Hall James & Associates, LLC | 0.07% | Reduce -5.3% | 4,634 | $1.2M |
| Boston Family Office LLC | 0.09% | No change | 4,602 | $1.2M |
| Triumph Capital Management | 0.47% | Add +42.5% | 4,576 | $1.2M |
| Flagship Private Wealth, LLC | 0.71% | Add +32.6% | 4,537 | $1.2M |
| Carlson Capital Management | 0.06% | No change | 4,501 | $1.2M |
| Tranquility Partners, LLC | 0.45% | Add +2.5% | 4,456 | $1.2M |
| Appleton Partners Inc. | 0.09% | Reduce -1.2% | 4,421 | $1.2M |
| Aft, Forsyth & Company, Inc. | 0.57% | No change | 4,407 | $1.2M |
| First Foundation Advisors | 0.04% | Reduce -4.9% | 4,406 | $1.2M |
| Capital Group Private Client Services, Inc. | 0.01% | Add +74.7% | 4,382 | $1.2M |
| NBT Bank, N.A. | 0.08% | Add +19.6% | 4,377 | $1.1M |
| Park Place Capital Corp | 0.37% | Reduce -0.3% | 4,370 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +6.3% | 4,306 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +2.9% | 4,222 | $1.1M |
| Integrated Advisors Network LLC | 0.06% | Add +0.1% | 4,169 | $1.1M |
| Bragg Financial Advisors, Inc | 0.05% | Reduce -1.5% | 4,167 | $1.1M |
| Quantbot Technologies LP | 0.05% | Add +537.7% | 4,164 | $1.1M |
| Renasant Bank | 0.75% | Reduce -0.4% | 4,140 | $1.1M |
| Insight 2811, Inc. | 0.56% | Reduce -6.1% | 4,106 | $1.1M |
| Shufro Rose & Co. LLC | 0.09% | New | 4,051 | $1.1M |
| Lindbrook Capital, LLC | 0.10% | Reduce -11.5% | 4,034 | $1.1M |
| Veery Capital, LLC | 0.43% | Add +5.5% | 4,018 | $1.1M |
| Intrepid Financial Planning Group LLC | 0.45% | Reduce -7.6% | 3,985 | $1.0M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -6.6% | 3,877 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +5.8% | 3,873 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Add +191.0% | 3,859 | $1.0M |
| Allworth Financial LP | 0.01% | Reduce -12.3% | 3,647 | $1.0M |
| Brookstone Capital Management | 0.02% | Reduce -13.0% | 3,549 | $1.0M |
| True North Advisors, LLC | 0.27% | No change | 3,832 | $1.0M |
| Townsend Asset Management Corp. /NC/ | 0.39% | Add +0.2% | 3,827 | $1.0M |
| Betterment LLC | 0.00% | Add +13.6% | 3,798 | $997K |
| Prosperity Planning, Inc. | 0.33% | Reduce -0.4% | 3,710 | $974K |
| Guidance Point Advisors, LLC | 0.32% | Add +0.3% | 3,696 | $970K |
| Diversified Trust Co. | 0.03% | Reduce -3.2% | 3,696 | $970K |
| Glass Jacobson Investment Advisors llc | 0.35% | No change | 3,665 | $962K |
| Graypoint LLC | 0.07% | No change | 3,642 | $956K |
| Stonebridge Financial Planning Group, LLC | 0.48% | Add +5.1% | 3,613 | $948K |
| StoneX Group Inc. | 0.08% | Add +0.5% | 3,602 | $946K |
| Renaissance Technologies | 0.00% | New | 3,600 | $945K |
| Glenview Trust Co | 0.02% | Add +0.9% | 3,529 | $926K |
| Relative Value Partners Group, LLC | 0.12% | New | 3,511 | $922K |
| Lake Street Private Wealth, LLC | 0.12% | Add +19.5% | 3,511 | $922K |
| Aspiriant, LLC | 0.04% | Add +14.9% | 3,452 | $906K |
| Eagle Asset Management Inc. | 0.00% | New | 3,466 | $903K |
| Hoxton Planning & Management, LLC | 0.42% | Reduce -7.7% | 3,423 | $899K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -1.4% | 3,405 | $894K |
| Keudell/Morrison Wealth Management | 0.26% | No change | 3,399 | $892K |
| Riversedge Advisors, LLC | 0.22% | Reduce -1.6% | 3,382 | $888K |
| Disciplined Investments, LLC | 0.47% | Add +2.7% | 3,337 | $876K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 3,328 | $874K |
| Ironwood Investment Counsel, LLC | 0.15% | No change | 3,301 | $867K |
| Canandaigua National Bank & Trust Co. | 0.09% | New | 3,217 | $845K |
| HBK Sorce Advisory LLC | 0.03% | Reduce -3.9% | 3,195 | $839K |
| Perigon Wealth Management, LLC | 0.02% | Add +6.2% | 3,193 | $838K |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.6% | 3,174 | $833K |
| Acima Private Wealth, LLC | 0.31% | No change | 3,170 | $832K |
| First National Bank Sioux Falls | 0.43% | No change | 3,159 | $829K |
| Clear Creek Financial Management, LLC | 0.10% | Add +14.5% | 3,151 | $827K |
| Pettyjohn, Wood & White, Inc. | 0.16% | New | 3,141 | $825K |
| First Business Financial Services, Inc. | 0.09% | No change | 3,132 | $822K |
| Bell Bank | 0.07% | No change | 3,109 | $816K |
| Dravo Bay LLC | 0.45% | Reduce -1.6% | 3,087 | $810K |
| Fiducient Advisors LLC | 0.11% | Add +66.0% | 3,069 | $806K |
| Stordahl Capital Management, Inc. | 0.20% | Reduce -8.6% | 3,040 | $798K |
| Lanark Financial, Inc. | 0.07% | Add +0.8% | 3,017 | $792K |
| GFS Advisors, LLC | 0.13% | Reduce -72.4% | 828 | $788K |
| Garde Capital, Inc. | 0.05% | Reduce -1.3% | 3,003 | $788K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 3,000 | $788K |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.5% | 2,974 | $781K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +3.5% | 2,969 | $779K |
| Davidson Trust Co. | 0.53% | Reduce -6.9% | 2,950 | $775K |
| Zions Bancorporation, N.A. | 0.06% | Reduce -0.6% | 2,894 | $760K |
| CI Investments Inc. | 0.00% | Reduce -3.7% | 2,886 | $758K |
| Allegheny Financial Group | 0.22% | Reduce -1.2% | 2,886 | $758K |
| West Coast Financial LLC | 0.09% | No change | 2,886 | $758K |
| Wesbanco Bank Inc. | 0.03% | Reduce -14.3% | 2,885 | $757K |
| Wilmington Savings Fund Society, FSB | 0.03% | No change | 2,863 | $752K |
| Hollencrest Capital Management | 0.03% | Add +11.5% | 2,861 | $751K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -68.4% | 2,841 | $746K |
| Inspirion Wealth Advisors, LLC | 0.11% | No change | 2,821 | $741K |
| Intergy Private Wealth, LLC | 0.31% | Add +0.0% | 2,820 | $740K |
| Centaurus Financial, Inc. | 0.05% | Add +7.0% | 2,802 | $736K |
| B.O.S.S. Retirement Advisors, LLC | 0.19% | Add +77.0% | 2,798 | $735K |
| JFS Wealth Advisors, LLC | 0.06% | No change | 2,793 | $733K |
| Focus Financial Network, Inc. | 0.03% | Reduce -2.1% | 2,568 | $731K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 2,764 | $726K |
| Capital Analysts, LLC | 0.03% | Add +0.0% | 2,742 | $720K |
| Performance Wealth Partners, LLC | 0.03% | No change | 2,698 | $708K |
| Quadcap Wealth Management, LLC | 0.13% | Add +47.4% | 2,697 | $708K |
| SkyOak Wealth, LLC | 0.16% | Reduce -5.1% | 2,656 | $697K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -1.1% | 2,626 | $690K |
| FinTrust Capital Advisors, LLC | 0.13% | Reduce -0.2% | 2,614 | $686K |
| Accredited Investors Inc. | 0.04% | No change | 2,606 | $684K |
| Legacy Trust | 0.17% | Reduce -5.5% | 2,582 | $678K |
| Gables Capital Management Inc. | 0.35% | No change | 2,575 | $676K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -0.9% | 2,557 | $672K |
| SOA Wealth Advisors, LLC. | 0.14% | Reduce -20.3% | 2,557 | $671K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -7.6% | 2,556 | $671K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.6% | 2,556 | $671K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +3.7% | 2,549 | $670K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +0.1% | 2,551 | $670K |
| Mgo One Seven LLC | 0.03% | Reduce -22.7% | 2,549 | $669K |
| Palisades Hudson Asset Management, L.P. | 0.31% | Add +0.2% | 2,546 | $668K |
| Navis Wealth Advisors, LLC | 0.76% | No change | 2,535 | $666K |
| Brown Wealth Management, LLC | 0.27% | Add +21.8% | 2,534 | $665K |
| NorthRock Partners, LLC | 0.02% | Reduce -4.7% | 2,520 | $662K |
| Heck Capital Advisors, LLC | 0.08% | Add +18.7% | 2,509 | $659K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -20.2% | 2,506 | $658K |
| Garrison Point Advisors, LLC | 0.43% | No change | 2,492 | $654K |
| Integrity Wealth Solutions LLC | 0.42% | Reduce -13.8% | 2,483 | $652K |
| LS Investment Advisors, LLC | 0.10% | No change | 2,475 | $650K |
| FC Advisory LLC | 0.24% | Add +12.8% | 2,470 | $649K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 2,437 | $648K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.38% | Add +12.9% | 2,455 | $644K |
| Linscomb Wealth, Inc. | 0.03% | No change | 2,454 | $644K |
| Fulton Bank, N.A. | 0.03% | No change | 2,441 | $641K |
| Archvest Wealth Advisors, Inc. | 0.42% | New | 2,455 | $640K |
| Newton One Investments LLC | 0.28% | Add +2.4% | 2,437 | $640K |
| Clare Market Investments LLC | 0.18% | Reduce -14.3% | 2,424 | $636K |
| Consilium Wealth Advisory, LLC | 0.35% | No change | 2,416 | $634K |
| National Philanthropic Trust | 0.01% | No change | 2,406 | $632K |
| ARK & TLK Investments, LLC | 0.24% | Reduce -1.0% | 2,397 | $629K |
| Elgethun Capital Management | 0.16% | Add +0.0% | 2,375 | $623K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.1% | 2,371 | $623K |
| Wescott Financial Advisory Group, LLC | 0.07% | Add +39.8% | 2,364 | $621K |
| Premier Path Wealth Partners, LLC | 0.11% | New | 2,357 | $619K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +0.3% | 2,355 | $618K |
| Bensler, LLC | 0.08% | Add +0.0% | 2,330 | $612K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +4.2% | 2,323 | $610K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Reduce -0.3% | 2,318 | $609K |
| Harbour Investments, Inc. | 0.02% | Add +0.3% | 2,316 | $608K |
| Sepio Capital, LP | 0.06% | No change | 2,287 | $600K |
| HM Payson & Co. | 0.01% | Add +4.4% | 2,267 | $595K |
| First Bancorp, Inc | 0.44% | No change | 2,260 | $593K |
| Etfidea, LLC | 0.20% | Add +0.5% | 2,257 | $593K |
| Chartist Inc. | 0.30% | Reduce -0.6% | 2,234 | $586K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -2.4% | 2,227 | $585K |
| Transatlantique Private Wealth LLC | 0.24% | No change | 2,200 | $578K |
| Girard Partners LTD. | 0.05% | Reduce -11.4% | 2,188 | $575K |
| Arkadios Wealth Advisors | 0.04% | Add +49.7% | 2,185 | $574K |
| SlateStone Wealth, LLC | 0.06% | Add +39.3% | 2,127 | $558K |
| Central Valley Advisors, LLC | 0.24% | No change | 1,014 | $555K |
| NTV Asset Management LLC | 0.08% | Add +0.7% | 2,092 | $549K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.7% | 2,076 | $545K |
| Mission Wealth Management, LP | 0.01% | No change | 2,052 | $539K |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | New | 2,037 | $535K |
| Cascade Wealth Advisors, Inc | 0.39% | No change | 1,898 | $532K |
| Financial Advocates Investment Management | 0.03% | Reduce -3.1% | 2,023 | $531K |
| WealthPLAN Partners, LLC | 0.06% | Add +0.3% | 2,007 | $527K |
| Advisor OS, LLC | 0.06% | Reduce -1.3% | 1,986 | $521K |
| Ami Asset Management Corp. | 0.03% | Reduce -4.0% | 1,979 | $520K |
| Plancorp, LLC | 0.02% | No change | 1,970 | $517K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 1,970 | $517K |
| Seelaus Asset Management LLC | 0.54% | No change | 1,965 | $516K |
| Morris Financial Concepts, Inc. | 0.25% | No change | 1,957 | $514K |
| Transform Wealth, LLC | 0.04% | Add +1.5% | 1,944 | $510K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -0.4% | 1,932 | $507K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,922 | $505K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -8.4% | 1,919 | $504K |
| Csenge Advisory Group | 0.03% | Reduce -0.3% | 1,913 | $502K |
| Gries Financial LLC | 0.10% | Add +0.1% | 1,912 | $502K |
| Armstrong, Fleming & Moore, Inc | 0.32% | No change | 1,880 | $494K |
| Kowal Investment Group, LLC | 0.10% | Reduce -9.8% | 1,877 | $493K |
| Sage Capital Management, LLC | 0.26% | Add +0.2% | 1,873 | $492K |
| Wealth Alliance, LLC | 0.06% | Add +62.4% | 1,871 | $491K |
| Colonial Trust Co / SC | 0.09% | No change | 1,868 | $490K |
| Dentgroup LLC | 0.39% | Reduce -0.4% | 1,866 | $490K |
| MJP Associates Inc. | 0.10% | Reduce -1.8% | 1,849 | $485K |
| St Germain D J Co. Inc. | 0.02% | Reduce -1.6% | 1,844 | $484K |
| Genesee Capital Advisors, LLC | 0.24% | No change | 1,840 | $483K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.2% | 1,839 | $483K |
| Pointe Capital Management LLC | 0.30% | Reduce -3.2% | 1,838 | $483K |
| William Howard & Co Financial Advisors Inc | 0.44% | Reduce -1.3% | 1,823 | $479K |
| Orgel Wealth Management, LLC | 0.01% | No change | 1,822 | $478K |
| Jupiter Wealth Management LLC | 0.25% | No change | 1,683 | $478K |
| Montag A & Associates Inc. | 0.02% | Add +16.1% | 1,805 | $474K |
| Summit Wealth Partners, LLC | 0.10% | No change | 1,796 | $472K |
| FSM Wealth Advisors, LLC | 0.16% | Reduce -4.3% | 1,795 | $471K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.7% | 1,791 | $470K |
| Bison Wealth, LLC | 0.08% | No change | 1,726 | $467K |
| Verdence Capital Advisors LLC | 0.04% | No change | 1,747 | $459K |
| Trifecta Capital Advisors, LLC | 0.10% | No change | 1,737 | $456K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 1,735 | $455K |
| Allen Investment Management, LLC | 0.01% | No change | 1,720 | $452K |
| NewEdge Wealth, LLC | 0.01% | Reduce -16.6% | 1,713 | $450K |
| Cranbrook Wealth Management, LLC | 0.11% | No change | 1,705 | $448K |
| Athena Investment Management | 0.27% | No change | 1,694 | $445K |
| Castle Wealth Management LLC | 0.21% | No change | 1,692 | $444K |
| Chapin Davis, Inc. | 0.15% | No change | 1,685 | $442K |
| Investmark Advisory Group LLC | 0.24% | Reduce -0.1% | 1,681 | $442K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -0.3% | 1,666 | $437K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.0% | 1,652 | $434K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 1,629 | $428K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.2% | 1,626 | $427K |
| Armor Investment Advisors, LLC | 0.20% | Reduce -5.8% | 1,618 | $425K |
| Stegner Investment Associates Inc. | 0.31% | No change | 1,616 | $424K |
| High Falls Advisors, Inc | 0.10% | Add +0.1% | 1,602 | $421K |
| Congress Asset Management Co. | 0.00% | Add +17.1% | 1,586 | $416K |
| International Assets Investment Management, LLC | 0.04% | Add +6.8% | 1,585 | $416K |
| Avaii Wealth Management, LLC | 0.23% | Reduce -13.6% | 1,580 | $415K |
| Oxford Financial Group, LTD. LLC | 0.03% | Add +8.2% | 1,565 | $411K |
| Warner Financial, Inc. | 0.20% | No change | 1,557 | $409K |
| Platte River Wealth Advisors, LLC | 0.11% | No change | 1,555 | $408K |
| Anderson Hoagland & Co. | 0.04% | No change | 1,555 | $407K |
| Sandy Spring Bank | 0.02% | Reduce -4.8% | 1,534 | $403K |
| Clear Investment Research, LLC | 0.52% | Reduce -1.9% | 1,532 | $402K |
| Diversified Portfolios, Inc. | 0.05% | Add +1.3% | 1,517 | $398K |
| Parallel Advisors, LLC | 0.01% | Add +9.4% | 1,513 | $397K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -4.0% | 1,509 | $396K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -1.2% | 1,509 | $396K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -41.1% | 1,500 | $394K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Reduce -37.7% | 1,497 | $393K |
| TBH Global Asset Management, LLC | 0.09% | Add +2.3% | 1,493 | $392K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -1.6% | 1,492 | $392K |
| Coastwise Capital Group, LLC | 0.38% | Reduce -0.3% | 1,483 | $389K |
| MIdWestOne Financial Group, Inc. | 0.07% | No change | 1,479 | $388K |
| Leo Wealth, LLC | 0.04% | Add +60.4% | 1,464 | $384K |
| Adirondack Trust Co. | 0.16% | Add +0.5% | 1,455 | $382K |
| Willner & Heller, LLC | 0.36% | Add +0.1% | 1,440 | $378K |
| Fiduciary Financial Group, LLC | 0.09% | — | 1,300 | $377K |
| Lion Street Advisors, LLC | 0.14% | Add +1.6% | 1,430 | $375K |
| McGuire Investment Group, LLC | 0.05% | Add +0.7% | 1,428 | $375K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +1.9% | 1,424 | $374K |
| Family Firm, Inc. | 0.08% | Add +0.8% | 1,421 | $373K |
| O'Connor Financial Group LLC | 0.22% | Reduce -0.1% | 1,421 | $373K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -0.7% | 1,417 | $372K |
| Key Financial Inc | 0.09% | No change | 1,394 | $366K |
| Eagle Bay Advisors LLC | 0.22% | No change | 1,388 | $364K |
| Pegasus Asset Management, Inc. | 0.11% | No change | 1,386 | $364K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 1,415 | $363K |
| GC Wealth Management RIA, LLC | 0.07% | Add +6.4% | 1,378 | $362K |
| Legal & General Group Plc | 0.00% | Add +5380.0% | 1,370 | $360K |
| Arete Wealth Advisors, LLC | 0.03% | New | 1,366 | $359K |
| &partners | 0.02% | New | 1,360 | $357K |
| Consolidated Portfolio Review Corp | 0.08% | Add +9.8% | 1,355 | $356K |
| Laurel Wealth Advisors LLC | 0.06% | Reduce -6.5% | 1,355 | $356K |
| PBMares Wealth Management LLC | 0.09% | No change | 1,355 | $356K |
| Bangor Savings Bank | 0.04% | No change | 1,351 | $355K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,350 | $354K |
| Citizens National Bank Trust Department | 0.08% | No change | 1,340 | $352K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 1,338 | $351K |
| Quotient Wealth Partners, LLC | 0.01% | Add +3.6% | 1,337 | $351K |
| KKM Financial LLC | 0.17% | No change | 1,388 | $350K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,330 | $349K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -1.6% | 1,327 | $348K |
| S&co Inc. | 0.02% | No change | 1,329 | $348K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -12.6% | 1,321 | $347K |
| Roffman Miller Associates Inc. | 0.02% | Add +1.1% | 1,321 | $347K |
| Financial Partners Group, Inc | 0.05% | Reduce -1.0% | 1,319 | $346K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -1.3% | 1,323 | $346K |
| Mutual Advisors, LLC | 0.01% | Reduce -25.7% | 1,217 | $343K |
| Epiq Partners, LLC | 0.23% | No change | 1,300 | $341K |
| Rothschild Capital Partners, LLC | 0.10% | Reduce -9.2% | 1,284 | $337K |
| Oder Investment Management, LLC | 0.30% | Reduce -4.1% | 1,275 | $335K |
| Nelson Capital Management, LLC | 0.06% | No change | 1,275 | $335K |
| Certuity, LLC | 0.03% | Add +0.1% | 1,265 | $332K |
| Moors & Cabot, Inc. | 0.02% | Reduce -9.8% | 1,263 | $332K |
| Financial Guidance Group, Inc. | 0.20% | No change | 1,260 | $331K |
| Banco BTG Pactual S.A. | 0.08% | Reduce -17.9% | 1,150 | $329K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -15.0% | 1,250 | $328K |
| Paladin Advisory Group, LLC | 0.26% | No change | 1,259 | $328K |
| Mycio Wealth Partners, LLC | 0.08% | Add +0.2% | 1,244 | $326K |
| Paragon Capital Management Ltd | 0.06% | No change | 1,231 | $323K |
| Independent Financial Group, LLC | 0.01% | New | 1,219 | $320K |
| Investment Advisory Group, LLC | 0.12% | Add +5.2% | 1,218 | $320K |
| 1832 Asset Management L.P. | 0.00% | Add +20.1% | 1,211 | $318K |
| Cynosure Group, LLC | 0.05% | Reduce -7.7% | 1,205 | $316K |
| Patten & Patten Inc. | 0.02% | No change | 1,205 | $316K |
| Embree Financial Group | 0.06% | Reduce -5.1% | 1,201 | $315K |
| Selective Wealth Management, Inc. | 0.14% | Add +0.2% | 1,202 | $315K |
| Maxwell Wealth Strategies Inc. | 0.15% | No change | 1,198 | $315K |
| Keystone Wealth Services, LLC | 0.10% | No change | 1,197 | $314K |
| Vaughan David Investments LLC | 0.01% | No change | 1,195 | $314K |
| Sage Financial Group Inc. | 0.03% | No change | 1,186 | $311K |
| Fiera Capital Corp | 0.00% | New | 1,182 | $310K |
| Bluesphere Advisors LLC | 0.16% | Reduce -7.8% | 1,181 | $310K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 1,179 | $310K |
| Private Trust Co. NA | 0.03% | Reduce -10.0% | 1,179 | $310K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | Add +10.4% | 1,178 | $309K |
| Easterly Investment Partners LLC | 0.03% | No change | 1,170 | $307K |
| Forum Financial Management, LP | 0.01% | No change | 1,163 | $305K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Reduce -5.1% | 1,153 | $303K |
| Curtis Advisory Group, LLC | 0.11% | Reduce -5.7% | 1,152 | $302K |
| Centennial Wealth Advisory LLC | 0.13% | Add +17.1% | 1,142 | $300K |
| LJI Wealth Management, LLC | 0.07% | Add +5.1% | 1,135 | $298K |
| Smithbridge Asset Management Inc. | 0.06% | No change | 1,131 | $297K |
| Smith, Moore & Co. | 0.03% | Add +0.1% | 1,129 | $296K |
| Shilanski & Associates, Inc. | 0.10% | Reduce -4.3% | 1,125 | $295K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 1,120 | $294K |
| Cordatus Wealth Management LLC | 0.11% | New | 1,101 | $289K |
| Scotia Capital Inc. | 0.00% | Reduce -42.7% | 1,097 | $288K |
| Concentric Wealth Management, LLC | 0.07% | Reduce -3.1% | 1,094 | $287K |
| Richardson Capital Management LLC | 0.22% | No change | 1,091 | $286K |
| FCG Investment Co | 0.22% | No change | 1,091 | $286K |
| Advance Capital Management, Inc. | 0.01% | No change | 1,090 | $286K |
| Obsidian Cio, LLC | 0.07% | New | 1,088 | $286K |
| Madison Asset Management, LLC | 0.00% | No change | 1,082 | $284K |
| Kaizen Financial Strategies | 0.18% | New | 1,000 | $282K |
| BHK Investment Advisors, LLC | 0.11% | No change | 1,073 | $282K |
| Spire Wealth Management | 0.01% | Reduce -79.1% | 1,072 | $282K |
| Thompson Siegel & Walmsley LLC | 0.00% | Reduce -1.3% | 1,068 | $280K |
| Holland Advisory Services, Inc. | 0.34% | Add +0.2% | 1,063 | $279K |
| Aprio Wealth Management, LLC | 0.05% | No change | 1,061 | $279K |
| Alera Investment Advisors, LLC | 0.03% | Reduce -87.2% | 1,060 | $278K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.1% | 1,054 | $277K |
| Argent Trust Co | 0.01% | No change | 1,050 | $276K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.5% | 1,039 | $273K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.9% | 1,032 | $271K |
| Nvest Financial, LLC | 0.17% | Add +22.3% | 1,030 | $270K |
| Cordgrass Capital Advisors, LLC | 0.08% | No change | 1,026 | $269K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +36.0% | 1,023 | $269K |
| Hart & Patterson Financial Group LLC | 0.13% | Reduce -7.4% | 1,015 | $266K |
| Blue Barn Wealth, LLC | 0.15% | Add +0.2% | 1,014 | $266K |
| Falcon Wealth Planning | 0.03% | No change | 1,013 | $266K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 1,010 | $265K |
| Austin Private Wealth, LLC | 0.03% | Reduce -0.9% | 1,010 | $265K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 1,014 | $264K |
| New Republic Capital, LLC | 0.13% | Add +94.2% | 1,000 | $263K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 993 | $261K |
| Global Wealth Strategies & Associates | 0.09% | Reduce -0.4% | 988 | $259K |
| First Western Trust Bank | 0.01% | Reduce -63.9% | 984 | $258K |
| Trust Co. of Vermont | 0.01% | No change | 970 | $255K |
| Cannell & Spears LLC | 0.01% | No change | 970 | $255K |
| West Michigan Advisors, LLC | 0.08% | Reduce -3.0% | 967 | $254K |
| L & S Advisors Inc | 0.03% | No change | 960 | $252K |
| Bank Ozk | 0.11% | No change | 960 | $252K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -89.5% | 953 | $250K |
| Essex Investment Management Co. LLC | 0.05% | Reduce -36.0% | 948 | $249K |
| Marco Investment Management LLC | 0.02% | No change | 945 | $248K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.4% | 946 | $248K |
| Baxter Bros Inc. | 0.03% | No change | 943 | $247K |
| TFG Advisers LLC | 0.10% | No change | 934 | $245K |
| Mairs & Power Inc. | 0.00% | No change | 932 | $245K |
| Greenleaf Trust | 0.00% | Reduce -0.2% | 930 | $244K |
| CGN Advisors LLC | 0.03% | Reduce -0.5% | 927 | $243K |
| Viawealth, LLC | 0.15% | No change | 926 | $243K |
| Moneco Advisors, LLC | 0.04% | Add +0.1% | 926 | $243K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -0.8% | 924 | $243K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 922 | $242K |
| RDA Financial Network | 0.08% | No change | 920 | $242K |
| Topel & Distasi Wealth Management, LLC | 0.11% | New | 919 | $241K |
| Greatmark Investment Partners, Inc. | 0.04% | No change | 917 | $241K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 916 | $240K |
| Fayez Sarofim & Co | 0.00% | No change | 914 | $240K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -7.5% | 908 | $238K |
| Ingalls & Snyder LLC | 0.01% | Reduce -29.5% | 907 | $238K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -16.6% | 903 | $237K |
| Klingman & Associates, LLC | 0.02% | No change | 902 | $237K |
| Members Trust Co | 0.01% | No change | 900 | $236K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.2% | 900 | $236K |
| Edge Capital Group, LLC | 0.01% | No change | 896 | $235K |
| Red Tortoise LLC | 0.13% | No change | 895 | $235K |
| Alexander Labrunerie & Co., Inc. | 0.13% | Reduce -0.5% | 878 | $231K |
| Rosenblum Silverman Sutton S F Inc. | 0.06% | New | 870 | $228K |
| Wealth Architects, LLC | 0.03% | No change | 866 | $227K |
| Russell Investments Group, Ltd. | 0.00% | Add +333.0% | 866 | $227K |
| Presidio Capital Management, LLC | 0.16% | Add +0.1% | 863 | $226K |
| First National Bank of Omaha | 0.01% | No change | 860 | $226K |
| Mattern Capital Management, LLC | 0.03% | No change | 858 | $225K |
| Berkshire Asset Management LLC | 0.01% | No change | 855 | $224K |
| First Merchants Corp. | 0.01% | Reduce -36.9% | 854 | $224K |
| Kanawha Capital Management LLC | 0.02% | No change | 852 | $224K |
| Sunpointe, LLC | 0.15% | No change | 850 | $223K |
| Flputnam Investment Management Co. | 0.00% | New | 841 | $221K |
| Roanoke Asset Management Corp./ NY | 0.07% | No change | 839 | $220K |
| Solidarity Wealth, LLC | 0.07% | No change | 835 | $219K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 831 | $218K |
| Caprock Group, LLC | 0.01% | Add +3.5% | 827 | $217K |
| Metropolitan Life Insurance Co | 0.09% | No change | 825 | $217K |
| Merit Financial Group, LLC | 0.00% | Add +1.1% | 822 | $216K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | Reduce -7.4% | 764 | $216K |
| Smithfield Trust Co | 0.01% | Add +6.8% | 819 | $215K |
| LMCG Investments, LLC | 0.01% | Reduce -0.5% | 818 | $215K |
| Avior Wealth Management, LLC | 0.01% | Add +3980.0% | 816 | $214K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +0.7% | 817 | $214K |
| Colorado Capital Management, Inc. | 0.12% | Reduce -22.0% | 814 | $214K |
| River Wealth Advisors LLC | 0.03% | No change | 807 | $212K |
| Cascade Financial Partners, LLC | 0.03% | New | 801 | $210K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.08% | Add +277.7% | 797 | $209K |
| Ellis Investment Partners, LLC | 0.04% | Add +0.1% | 795 | $209K |
| Compass Ion Advisors, LLC | 0.03% | No change | 769 | $208K |
| PGIM Custom Harvest LLC | 0.00% | No change | 792 | $208K |
| Independence Bank of Kentucky | 0.06% | No change | 791 | $208K |
| Addison Advisors LLC | 0.07% | No change | 790 | $207K |
| HFG Advisors, Inc. | 0.19% | No change | 784 | $206K |
| Coppell Advisory Solutions LLC | 0.03% | — | 782 | $205K |
| Trust Co of the South | 0.05% | Add +1.3% | 775 | $203K |
| Mayport, LLC | 0.07% | No change | 769 | $202K |
| Hodges Capital Management Inc. | 0.01% | No change | 767 | $201K |
| CRA Financial Services, LLC | 0.04% | No change | 764 | $201K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -27.7% | 762 | $200K |
| Rothschild Investment LLC | 0.01% | No change | 751 | $197K |
| Simplex Trading, LLC | 0.01% | New | 753 | $197K |
| Evermay Wealth Management LLC | 0.03% | No change | 746 | $196K |
| Center for Financial Planning, Inc. | 0.03% | No change | 714 | $187K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -53.4% | 701 | $184K |
| Cornerstone Planning Group LLC | 0.05% | New | 699 | $180K |
| IFP Advisors, Inc | 0.01% | Reduce -63.2% | 635 | $167K |
| First United Bank & Trust | 0.06% | No change | 618 | $162K |
| Financial Freedom, LLC | 0.09% | Add +0.2% | 595 | $156K |
| Planning Capital Management Corp | 0.11% | Add +93.7% | 587 | $154K |
| Gradient Investments LLC | 0.00% | Add +132.7% | 577 | $151K |
| Financial Perspectives, Inc | 0.06% | Add +2.9% | 573 | $150K |
| MGB Wealth Management, LLC | 0.05% | Reduce -39.5% | 528 | $146K |
| Main Management LLC | 0.01% | No change | 544 | $143K |
| New England Capital Financial Advisors LLC | 0.08% | No change | 540 | $142K |
| Optimum Investment Advisors | 0.06% | No change | 540 | $142K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 537 | $141K |
| WealthShield Partners, LLC | 0.02% | No change | 532 | $140K |
| MidAtlantic Capital Management, Inc. | 0.11% | No change | 519 | $136K |
| Atticus Wealth Management, LLC | 0.04% | Add +0.2% | 510 | $134K |
| Signaturefd, LLC | 0.00% | Add +10.9% | 507 | $133K |
| Castleark Management LLC | 0.01% | No change | 500 | $131K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -17.5% | 457 | $130K |
| CNB Bank | 0.06% | Reduce -18.4% | 489 | $128K |
| Peachtree Investment Partners, LLC | 0.05% | Reduce -18.2% | 489 | $128K |
| Family Manage LLC | 0.02% | No change | 471 | $124K |
| Robinswood Financial LLC | 0.05% | No change | 466 | $123K |
| Webster Bank, N. A. | 0.01% | No change | 459 | $121K |
| Rice Partnership, LLC | 0.03% | No change | 456 | $120K |
| Lazard Asset Management LLC | 0.00% | No change | 450 | $118K |
| Grove Bank & Trust | 0.02% | No change | 427 | $112K |
| Ancora Advisors LLC | 0.00% | Reduce -19.0% | 426 | $112K |
| North Star Investment Management Corp. | 0.01% | Reduce -33.8% | 425 | $112K |
| United Community Bank | 0.04% | No change | 424 | $111K |
| Arcadia Investment Advisors LLC | 0.06% | Reduce -26.1% | 419 | $110K |
| Oakworth Capital, Inc. | 0.01% | Reduce -40.5% | 394 | $103K |
| Harvest Fund Management Co., Ltd | 0.01% | Reduce -76.3% | 391 | $103K |
| Asset Dedication, LLC | 0.01% | Reduce -3.7% | 389 | $102K |
| Deutsche Bank AG | 0.00% | Reduce -1.3% | 388 | $102K |
| Manchester Capital Management LLC | 0.01% | Add +390.9% | 378 | $99K |
| Tidemark, LLC | 0.04% | No change | 367 | $96K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 367 | $96K |
| Centennial Bank | 0.05% | New | 361 | $95K |
| Arcadia Investment Management Corp. | 0.02% | No change | 360 | $95K |
| West Paces Advisors Inc. | 0.02% | No change | 356 | $93K |
| Mb, Levis & Associates, LLC | 0.04% | No change | 322 | $85K |
| Continuum Advisory, LLC | 0.01% | No change | 312 | $82K |
| Union Savings Bank | 0.04% | No change | 303 | $80K |
| BBJS Financial Advisors, LLC | 0.03% | Add +46.3% | 300 | $79K |
| Dagco, Inc. | 0.03% | No change | 300 | $79K |
| City State Bank | 0.03% | No change | 300 | $79K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -46.2% | 278 | $73K |
| Country Trust Bank | 0.00% | No change | 277 | $73K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 265 | $70K |
| Bear Mountain Capital, Inc. | 0.03% | No change | 248 | $68K |
| Carmichael Hill & Associates, Inc. | 0.03% | Add +19.5% | 257 | $67K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 254 | $67K |
| Family Asset Management, LLC | 0.04% | No change | 252 | $66K |
| Tortoise Investment Management, LLC | 0.01% | No change | 249 | $65K |
| Realta Investment Advisors | 0.01% | No change | 240 | $63K |
| Standard Family Office LLC | 0.08% | No change | 235 | $62K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -86.9% | 225 | $59K |
| AlphaMark Advisors, LLC | 0.02% | Reduce -8.2% | 225 | $59K |
| Tsfg, LLC | 0.01% | No change | 224 | $59K |
| CENTRAL TRUST Co | 0.00% | No change | 219 | $57K |
| National Bank of Canada | 0.00% | No change | 215 | $56K |
| General Partner, Inc. | 0.03% | No change | 200 | $53K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +306.1% | 199 | $52K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 195 | $51K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 193 | $51K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 192 | $50K |
| Spotlight Asset Group, Inc. | 0.04% | No change | 191 | $50K |
| Archer Investment Corp | 0.01% | Reduce -16.9% | 187 | $49K |
| Horizon Bancorp Inc. | 0.02% | No change | 182 | $48K |
| Coston, McIsaac & Partners | 0.02% | No change | 183 | $48K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 173 | $46K |
| Milestone Investment Advisors LLC | 0.01% | No change | 175 | $46K |
| Aspire Private Capital, LLC | 0.01% | No change | 174 | $46K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -13.6% | 172 | $45K |
| Mendota Financial Group, LLC | 0.02% | No change | 170 | $45K |
| SRH Advisors, LLC | 0.01% | No change | 169 | $44K |
| Rhumbline Advisers | 0.00% | Reduce -76.6% | 162 | $43K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.7% | 158 | $41K |
| Pittenger & Anderson Inc. | 0.00% | No change | 155 | $41K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 155 | $41K |
| Gleason Group, Inc. | 0.01% | No change | 154 | $41K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 150 | $39K |
| Bank of New Hampshire | 0.01% | No change | 150 | $39K |
| SouthState Bank Corp | 0.00% | No change | 150 | $39K |
| West Branch Capital LLC | 0.01% | No change | 148 | $39K |
| Syntax Research, Inc. | 0.03% | No change | 146 | $38K |
| Venturi Wealth Management, LLC | 0.00% | No change | 143 | $38K |
| VitalStone Financial, LLC | 0.03% | No change | 140 | $37K |
| Perkins Coie Trust Co | 0.01% | No change | 140 | $37K |
| SYM FINANCIAL Corp | 0.01% | No change | 140 | $37K |
| WASHINGTON TRUST Co | 0.00% | Reduce -56.3% | 132 | $35K |
| Beacon Capital Management, LLC | 0.01% | No change | 131 | $34K |
| Provident Wealth Management, LLC | 0.01% | Reduce -42.1% | 125 | $33K |
| Wetzel Investment Advisors, Inc. | 0.02% | No change | 121 | $33K |
| Peoples Bank | 0.03% | No change | 123 | $32K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -9.0% | 121 | $32K |
| Trust Co | 0.00% | No change | 119 | $31K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +290.0% | 117 | $31K |
| Bogart Wealth, LLC | 0.00% | Add +10.6% | 115 | $30K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 110 | $29K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +10.0% | 110 | $29K |
| Riverview Trust Co | 0.03% | New | 108 | $28K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -3.8% | 102 | $27K |
| Kozak & Associates, Inc. | 0.01% | Reduce -11.4% | 101 | $26K |
| HighMark Wealth Management LLC | 0.02% | New | 100 | $26K |
| Ransom Advisory, Ltd | 0.01% | No change | 100 | $26K |
| Caitlin John, LLC | 0.02% | No change | 98 | $26K |
| Bessemer Group Inc. | 0.00% | Reduce -73.5% | 96 | $25K |
| McIlrath & Eck, LLC | 0.00% | No change | 95 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 95 | $25K |
| PFS Partners, LLC | 0.02% | No change | 93 | $24K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 93 | $24K |
| Versant Capital Management, Inc | 0.01% | No change | 91 | $24K |
| Glassman Wealth Services | 0.00% | Reduce -90.0% | 91 | $24K |
| Clearstead Trust, LLC | 0.01% | No change | 88 | $23K |
| Fred Alger Management, LLC | 0.00% | New | 87 | $23K |
| Mattson Financial Services, LLC | 0.01% | — | 84 | $22K |
| Fairscale Capital, LLC | 0.02% | — | 75 | $22K |
| Creative Financial Designs Inc. | 0.00% | Reduce -27.0% | 81 | $21K |
| City Holding Co. | 0.00% | No change | 80 | $21K |
| Clear Point Advisors Inc. | 0.02% | Add +1.3% | 77 | $20K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 76 | $20K |
| Atwood & Palmer Inc. | 0.00% | Reduce -50.0% | 75 | $20K |
| Private Capital Management LLC | 0.00% | Reduce -57.7% | 74 | $19K |
| Avion Wealth | 0.01% | Add +212.5% | 75 | $19K |
| Richardson Financial Services Inc. | 0.01% | No change | 72 | $19K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 70 | $18K |
| Abound Wealth Management | 0.01% | No change | 68 | $18K |
| Triad Wealth Partners, LLC | 0.01% | New | 65 | $17K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 64 | $17K |
| Johnson Financial Group, Inc. | 0.00% | Add +77.8% | 64 | $17K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 60 | $16K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +100.0% | 58 | $15K |
| MCF Advisors LLC | 0.00% | Add +544.4% | 58 | $15K |
| JNBA Financial Advisors | 0.00% | Reduce -12.9% | 54 | $14K |
| Hanson & Doremus Investment Management | 0.00% | No change | 54 | $14K |
| LRI Investments, LLC | 0.00% | No change | 50 | $13K |
| NewSquare Capital LLC | 0.00% | New | 50 | $13K |
| Rise Advisors, LLC | 0.01% | Reduce -22.2% | 49 | $13K |
| Integrity Financial Corp | 0.01% | No change | 48 | $13K |
| Salomon & Ludwin, LLC | 0.00% | No change | 48 | $13K |
| Evensky & Katz LLC | 0.00% | No change | 45 | $12K |
| Wolff Wiese Magana LLC | 0.01% | Add +528.6% | 44 | $12K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 42 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 40 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 41 | $11K |
| Global Trust Asset Management, LLC | 0.00% | No change | 40 | $11K |
| SIMA Wealth Partners, LLC | 0.01% | — | 38 | $10K |
| Lynx Investment Advisory | 0.01% | — | 38 | $10K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -47.9% | 37 | $10K |
| MeadowBrook Investment Advisors LLC | 0.01% | Reduce -85.0% | 35 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 33 | $9K |
| Investors Research Corp | 0.00% | No change | 33 | $9K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $8K |
| Granite Investment Partners, LLC | 0.00% | No change | 30 | $8K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 28 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 24 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 23 | $6K |
| Chelsea Counsel Co. | 0.00% | No change | 20 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $5K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $5K |
| JDM Financial Group LLC | 0.00% | Reduce -55.3% | 17 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 16 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 15 | $4K |
| Kessler Investment Group, LLC | 0.00% | No change | 14 | $4K |
| Princeton Global Asset Management LLC | 0.00% | New | 12 | $3K |
| Concord Wealth Partners | 0.00% | Reduce -90.5% | 12 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 11 | $3K |
| Legend Financial Advisors, Inc. | 0.00% | No change | 11 | $3K |
| Strategic Financial Concepts, LLC | 0.00% | Add +28721.3% | 774,141 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 10 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 9 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 9 | $2K |
| Activest Wealth Management | 0.00% | No change | 5 | $1K |
| Toth Financial Advisory Corp. | 0.00% | No change | 5 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -87.5% | 5 | $1K |
| Northwest Capital Management Inc | 0.00% | Reduce -96.0% | 4 | $1K |
| Operose Advisors LLC | 0.00% | No change | 4 | $1K |
| GoalVest Advisory LLC | 0.00% | Reduce -95.0% | 4 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 2 | $526 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $526 |
| Hexagon Capital Partners LLC | 0.00% | No change | 1 | $263 |
"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.