iShares Russell 2000 GrowthIWOETF
13F holders, Q3 2024 (September 30)965holders +64
94new positions
36sold out
3famous investors
$283.51avg. 13F price*
At the end of Q3 2024, 965 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, up 64 from Q2 2024. 94 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($993.2M), Morgan Stanley ($726.1M) and Tiaa Trust, National Association ($428.3M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 2000 Growth
- CUSIP
- 464287648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $65.6M |
| Exits | 36 | $187.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,480,897 shares bought and 2,790,189 shares sold, net −1,309,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 965 holders
| Bank of America Corp. | 0.09% | Add +3.7% | 3,497,190 | $993.2M |
| Morgan Stanley | 0.05% | Add +2.0% | 2,556,563 | $726.1M |
| Tiaa Trust, National Association | 1.28% | Add +6.0% | 1,507,957 | $428.3M |
| Barings LLC | 10.03% | Reduce -3.7% | 1,492,250 | $422.9M |
| Envestnet Asset Management Inc. | 0.10% | Add +4.4% | 1,118,123 | $317.5M |
| Cassaday & Co Wealth Management LLC | 7.04% | Add +2.3% | 877,228 | $249.1M |
| Wells Fargo & Company | 0.05% | Reduce -20.5% | 725,654 | $206.1M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -17.0% | 655,846 | $186.3M |
| PNC Financial Services Group, Inc. | 0.12% | Add +0.1% | 655,737 | $186.2M |
| Cohen Klingenstein LLC | 5.50% | Reduce -0.0% | 555,690 | $157.8M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -14.3% | 506,425 | $143.8M |
| JPMorgan Chase & Co. | 0.01% | Add +45.4% | 495,559 | $140.7M |
| LPL Financial LLC | 0.06% | Add +25.5% | 488,873 | $138.8M |
| US Bancorp \de | 0.17% | Reduce -3.0% | 478,818 | $136.0M |
| D.A. Davidson & Co. | 1.10% | Add +1.6% | 470,692 | $133.7M |
| UBS Group AG | 0.04% | Add +0.6% | 460,707 | $130.8M |
| Northern Trust Corp. | 0.02% | Add +0.4% | 442,691 | $125.7M |
| Alliancebernstein L.P. | 0.04% | Reduce -0.1% | 440,937 | $125.2M |
| M&T Bank Corp | 0.40% | Reduce 0.0% | 428,822 | $121.8M |
| BNP Paribas Financial Markets | 0.10% | Add +128.5% | 355,064 | $100.8M |
| Raymond James & Associates | 0.06% | Add +2.1% | 342,598 | $97.3M |
| Royal Bank of Canada | 0.02% | Add +1.8% | 339,063 | $96.3M |
| Financial Engines Advisors L.L.C. | 0.17% | Reduce -6.6% | 291,404 | $82.8M |
| FMR LLC | 0.00% | Reduce -4.5% | 283,555 | $80.5M |
| Cetera Investment Advisers | 0.17% | Add +1.4% | 276,513 | $78.5M |
| Commerce Bank | 0.42% | Reduce -0.7% | 243,432 | $69.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 221,270 | $62.8M |
| Badgley Phelps Wealth Managers, LLC | 1.34% | Add +0.9% | 202,832 | $57.6M |
| Cresset Asset Management, LLC | 0.22% | Reduce -3.8% | 199,823 | $56.7M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +3.0% | 189,973 | $54.0M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +1.0% | 184,890 | $52.5M |
| Barclays PLC | 0.02% | Add +74.4% | 180,251 | $51.2M |
| Creative Planning | 0.05% | Reduce -0.1% | 180,043 | $51.1M |
| Sei Investments Co. | 0.06% | Reduce -9.3% | 175,145 | $49.7M |
| Pathstone Holdings, LLC | 0.20% | Add +1.4% | 158,203 | $44.9M |
| Keybank National Association | 0.17% | Reduce -1.0% | 152,692 | $43.4M |
| Pacific Life Fund Advisors LLC | 4.27% | Add +28.8% | 152,201 | $43.2M |
| Corient Private Wealth LP | 0.07% | Reduce -1.8% | 147,363 | $41.8M |
| Brown Advisory Inc. | 0.05% | Add +1.0% | 146,965 | $41.7M |
| Truist Financial Corp. | 0.06% | Reduce -9.3% | 138,703 | $39.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -17.4% | 131,825 | $37.4M |
| AE Wealth Management LLC | 0.34% | Add +17.4% | 131,460 | $37.3M |
| Orion Porfolio Solutions, LLC | 0.36% | Reduce -1.2% | 128,583 | $36.5M |
| Orion Portfolio Solutions, LLC | 0.36% | Reduce -1.2% | 128,583 | $36.5M |
| Shepherd Financial Partners LLC | 4.30% | Reduce -4.0% | 125,970 | $35.8M |
| Citigroup Inc. | 0.03% | Add +72.5% | 123,623 | $35.1M |
| Choreo, LLC | 0.46% | Add +2.1% | 110,776 | $31.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.0% | 107,580 | $30.6M |
| Fort Washington Investment Advisors Inc. | 0.18% | Reduce -0.1% | 105,434 | $29.9M |
| Stephens Inc. | 0.41% | Reduce -2.5% | 102,335 | $29.1M |
| MAI Capital Management | 0.27% | Reduce -1.1% | 98,700 | $28.0M |
| Silvercrest Asset Management Group LLC | 0.19% | Reduce -27.7% | 97,579 | $27.7M |
| Moneta Group Investment Advisors LLC | 0.37% | Add +1.7% | 89,073 | $25.3M |
| WoodTrust Financial Corp | 3.50% | Add +4.7% | 86,754 | $24.6M |
| Prudential Financial Inc. | 0.03% | Reduce -2.8% | 83,011 | $23.6M |
| Alaska Permanent Fund Corp | 0.34% | Reduce -39.5% | 82,898 | $23.5M |
| Bank of Montreal | 0.01% | Add +1.7% | 81,942 | $23.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Add +8.0% | 81,000 | $23.0M |
| Waldron Private Wealth LLC | 0.94% | Reduce -4.6% | 80,114 | $22.8M |
| Arax Advisory Partners | 1.99% | Reduce -1.4% | 78,432 | $22.3M |
| Comerica Bank | 0.09% | Add +11.4% | 78,295 | $22.2M |
| Stifel Financial Corp. | 0.02% | Add +0.5% | 72,080 | $20.5M |
| VAUGHAN & Co SECURITIES, INC. | 11.72% | Reduce -0.5% | 70,028 | $19.9M |
| Wellington Management Group LLP | 0.00% | Reduce -56.3% | 68,735 | $19.5M |
| MML Investors Services, LLC | 0.07% | Add +9.6% | 67,372 | $19.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -8.4% | 67,170 | $19.1M |
| Cerity Partners LLC | 0.04% | Add +2.8% | 66,085 | $18.8M |
| Captrust Financial Advisors | 0.06% | Reduce -5.8% | 65,790 | $18.7M |
| AMG National Trust Bank | 0.50% | Add +5.3% | 64,716 | $18.4M |
| Mariner, LLC | 0.03% | Reduce -1.8% | 61,376 | $17.4M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -4.5% | 60,043 | $17.1M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -1.5% | 59,703 | $17.0M |
| Geller Advisors LLC | 1.16% | Add +0.2% | 59,120 | $16.8M |
| BlackRock, Inc. | 0.00% | — | 58,537 | $16.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -30.1% | 57,946 | $16.5M |
| Hantz Financial Services, Inc. | 0.29% | Reduce -10.6% | 57,079 | $16.2M |
| Covenant Partners, LLC | 4.71% | Reduce -6.1% | 57,005 | $16.2M |
| Jones Financial Companies LLLP | 0.02% | Add +18.6% | 57,005 | $16.2M |
| Clearbridge Investments, LLC | 0.01% | New | 56,609 | $16.1M |
| Fifth Third Bancorp | 0.05% | Reduce -1.6% | 53,021 | $15.1M |
| Flaharty Asset Management, LLC | 2.06% | Reduce -0.2% | 51,614 | $14.7M |
| Baird Financial Group, Inc. | 0.03% | Add +0.7% | 50,264 | $14.3M |
| Axiom Investors LLC | 0.12% | Reduce -4.0% | 50,000 | $14.2M |
| CHURCHILL MANAGEMENT Corp | 0.16% | Reduce -1.3% | 47,859 | $13.6M |
| First Horizon Advisors, Inc. | 0.38% | Add +0.0% | 47,719 | $13.6M |
| Mma Asset Management LLC | 3.61% | Add +72.2% | 56,391 | $13.5M |
| TimesSquare Capital Management, LLC | 0.20% | Reduce -29.9% | 46,500 | $13.2M |
| Powell Investment Advisors, LLC | 6.11% | Add +18.5% | 46,009 | $13.1M |
| RTD Financial Advisors, Inc. | 1.65% | Reduce -0.2% | 45,878 | $13.0M |
| LMG Wealth Partners, LLC | 2.92% | Reduce -0.5% | 44,930 | $12.8M |
| Courier Capital LLC | 0.87% | Add +0.7% | 44,631 | $12.7M |
| Synovus Financial Corp. | 0.14% | Reduce -0.1% | 42,967 | $12.2M |
| Confluence Wealth Services, Inc. | 0.89% | Add +10.8% | 42,827 | $12.2M |
| William Blair Investment Management, LLC | 0.03% | Add +30.7% | 42,814 | $12.2M |
| Wealthspire Advisors, LLC | 0.12% | Add +10.6% | 42,237 | $12.0M |
| Venture Visionary Partners LLC | 0.52% | Add +4.9% | 41,163 | $11.7M |
| Blair William & Co. | 0.03% | Reduce -1.0% | 38,960 | $11.1M |
| Hillcrest Wealth Advisors - NY, LLC | 5.40% | Add +0.7% | 38,065 | $10.8M |
| Tobias Financial Advisors, Inc. | 2.10% | Add +3.2% | 36,928 | $10.5M |
| Whittier Trust Co. of Nevada Inc. | 0.27% | No change | 36,799 | $10.5M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +2.5% | 35,936 | $10.2M |
| Erickson Financial Group, LLC | 7.16% | Reduce -2.9% | 35,206 | $10.0M |
| Quent Capital, LLC | 1.01% | Reduce -0.0% | 35,129 | $10.0M |
| FSA Wealth Management LLC | 3.98% | — | 35,087 | $10.0M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 32,322 | $9.3M |
| Assetmark, Inc. | 0.03% | Reduce -5.2% | 32,773 | $9.3M |
| NewEdge Advisors, LLC | 0.06% | Reduce -3.2% | 31,520 | $9.0M |
| HSBC Holdings PLC | 0.01% | Reduce -40.4% | 30,963 | $8.8M |
| Fortis Group Advisors, LLC | 1.62% | Reduce -21.0% | 30,769 | $8.7M |
| One Capital Management, LLC | 0.28% | Reduce -3.3% | 30,665 | $8.7M |
| Flow Traders U.S. LLC | 0.44% | Add +497.9% | 30,372 | $8.6M |
| Geneva Capital Management LLC | 0.14% | Reduce -43.4% | 30,335 | $8.6M |
| Corundum Group, Inc. | 3.85% | Reduce -2.6% | 29,691 | $8.4M |
| NBW Capital LLC | 1.58% | Reduce -0.6% | 29,479 | $8.4M |
| Clark Capital Management Group, Inc. | 0.06% | Add +3.8% | 28,821 | $8.2M |
| Black Swift Group, LLC | 1.80% | Add +6.7% | 28,717 | $8.2M |
| Johnson Investment Counsel Inc. | 0.08% | Reduce -10.1% | 28,548 | $8.1M |
| Avidian Wealth Enterprises, LLC | 0.37% | Reduce -6.5% | 28,457 | $8.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.6% | 28,182 | $7.9M |
| Modera Wealth Management, LLC | 0.10% | Reduce -2.3% | 27,529 | $7.8M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.0% | 27,428 | $7.8M |
| Carolinas Wealth Consulting LLC | 1.38% | Reduce -1.8% | 26,694 | $7.6M |
| EP Wealth Advisors, LLC | 0.06% | Add +10.7% | 26,252 | $7.5M |
| LBJ Family Wealth Advisors, Ltd. | 4.41% | Reduce -0.4% | 26,169 | $7.4M |
| HRT Financial LP | 0.04% | Add +18.2% | 25,952 | $7.4M |
| Savant Capital, LLC | 0.06% | Add +5.8% | 25,828 | $7.3M |
| Sequent Asset Management, LLC | 3.59% | No change | 25,631 | $7.3M |
| Oldfather Financial Services, LLC | 2.80% | Reduce -0.6% | 25,582 | $7.3M |
| Sanctuary Advisors, LLC | 0.05% | Add +15.9% | 23,120 | $7.2M |
| Macquarie Group Ltd. | 0.01% | Reduce -20.1% | 24,946 | $7.1M |
| Mechanics Bank Trust Department | 0.92% | Reduce -0.1% | 24,313 | $6.9M |
| Whittier Trust Co. | 0.09% | Reduce -3.4% | 24,080 | $6.8M |
| Bokf, NA | 0.12% | Add +0.1% | 24,319 | $6.8M |
| 360 Financial, Inc. | 2.46% | Add +1.2% | 23,464 | $6.7M |
| Glenmede Trust Co. NA | 0.03% | Add +3.9% | 23,439 | $6.7M |
| Tritonpoint Wealth, LLC | 0.60% | Add +1.4% | 23,291 | $6.6M |
| Team Hewins, LLC | 2.51% | Reduce -3.0% | 23,111 | $6.6M |
| Fiduciary Trust Co | 0.09% | Reduce 0.0% | 22,494 | $6.4M |
| Citadel Advisors | 0.01% | Reduce -67.2% | 22,434 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +3.3% | 21,679 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.8% | 21,605 | $6.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -5.1% | 21,396 | $6.1M |
| Two Sigma Investments, LP | 0.01% | New | 21,100 | $6.0M |
| Occidental Asset Management, LLC | 0.96% | Reduce -0.7% | 20,876 | $5.9M |
| Nicholas Investment Partners, LP | 0.60% | New | 20,774 | $5.9M |
| HB Wealth Management, LLC | 0.06% | Add +10.1% | 20,456 | $5.8M |
| XML Financial, LLC | 0.53% | Add +6.4% | 20,287 | $5.8M |
| Noble Family Wealth, LLC | 1.55% | No change | 20,254 | $5.8M |
| Idaho Trust Co | 2.75% | Add +23.0% | 20,084 | $5.7M |
| Stephens Group Asset Management, LLC | 0.47% | Reduce -4.8% | 19,888 | $5.6M |
| Bishop & Co Investment Management, LLC | 2.14% | Reduce -0.4% | 19,765 | $5.6M |
| Harbor Investment Advisory, LLC | 0.55% | Reduce -0.2% | 19,481 | $5.5M |
| Summit Financial, LLC | 0.22% | Add +2.0% | 19,470 | $5.5M |
| Bailard, Inc. | 0.14% | Reduce -0.3% | 18,427 | $5.2M |
| CW Advisors, LLC | 0.07% | Reduce -45.0% | 18,391 | $5.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -60.5% | 18,142 | $5.2M |
| Rodgers & Associates, LTD | 0.61% | Reduce -2.3% | 18,015 | $5.1M |
| Farmers & Merchants Investments Inc. | 0.15% | Add +1.2% | 17,481 | $5.0M |
| Foundation Wealth Management, LLC | 3.77% | Reduce -1.4% | 17,480 | $5.0M |
| Coldstream Capital Management Inc. | 0.11% | Reduce -1.9% | 17,454 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +78.8% | 17,306 | $4.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -3.3% | 16,661 | $4.7M |
| DT Investment Partners, LLC | 0.38% | Reduce -0.1% | 16,565 | $4.7M |
| Cwm, LLC | 0.02% | Reduce -0.9% | 16,370 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +2.8% | 16,324 | $4.6M |
| Quadrant Capital Group LLC | 0.32% | No change | 16,321 | $4.6M |
| Cullen/Frost Bankers, Inc. | 0.06% | Reduce -0.3% | 16,301 | $4.6M |
| Crescent Grove Advisors, LLC | 0.47% | Reduce -6.7% | 16,290 | $4.6M |
| Twin Tree Management, LP | 0.10% | New | 15,597 | $4.4M |
| Larson Financial Group LLC | 0.25% | Reduce -2.2% | 15,490 | $4.4M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -50.5% | 15,396 | $4.4M |
| Lowery Thomas, LLC | 2.95% | Reduce -3.2% | 15,308 | $4.3M |
| Avantax Planning Partners, Inc. | 0.16% | Reduce -30.6% | 15,259 | $4.3M |
| Welch & Forbes LLC | 0.05% | Reduce -0.8% | 15,001 | $4.3M |
| Corsair Capital Management, L.P. | 1.01% | Add +1.4% | 15,000 | $4.3M |
| Pinnacle Associates Ltd. | 0.07% | Add +24.4% | 16,726 | $4.2M |
| Columbia Advisory Partners LLC | 3.99% | Reduce -8.1% | 14,821 | $4.2M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Reduce -51.0% | 14,752 | $4.2M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -21.1% | 14,507 | $4.1M |
| Equitable Holdings, Inc. | 0.04% | Add +8.9% | 14,362 | $4.1M |
| Simon Quick Advisors, LLC | 0.25% | Reduce -1.3% | 14,202 | $4.0M |
| Stock Yards Bank & Trust Co. | 0.13% | Reduce -8.3% | 13,869 | $3.9M |
| Mill Creek Capital Advisors, LLC | 0.09% | No change | 13,719 | $3.9M |
| Raymond James Trust N.A. | 0.08% | Reduce -4.3% | 13,605 | $3.9M |
| Regions Financial Corp. | 0.03% | Add +11.4% | 13,477 | $3.8M |
| Parkside Financial Bank & Trust | 0.53% | Add +7.1% | 13,319 | $3.8M |
| Connective Capital Management, LLC | 3.50% | No change | 13,453 | $3.8M |
| Montecito Bank & Trust | 0.64% | Reduce -2.2% | 13,182 | $3.7M |
| LGL Partners, LLC | 0.52% | Add +0.1% | 13,013 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +20.4% | 12,969 | $3.7M |
| RPg Family Wealth Advisory, LLC | 1.17% | Reduce -0.3% | 12,789 | $3.6M |
| Financial Counselors Inc. | 0.05% | Reduce -1.6% | 12,780 | $3.6M |
| Stephen J. Garry & Associates, LLC | 3.40% | Reduce -12.2% | 12,587 | $3.6M |
| Waverly Advisors, LLC | 0.07% | Reduce -3.4% | 12,495 | $3.5M |
| Bare Financial Services, Inc | 1.43% | Reduce -9.1% | 12,264 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +6.1% | 12,171 | $3.5M |
| Tradition Wealth Management, LLC | 0.30% | Reduce -1.2% | 12,046 | $3.4M |
| MV Capital Management, Inc. | 0.36% | Reduce -0.8% | 11,982 | $3.4M |
| Ariston Services Group | 2.92% | No change | 11,810 | $3.4M |
| Focus Partners Wealth | 0.01% | Reduce -90.8% | 11,759 | $3.3M |
| 1834 Investment Advisors Co. | 0.39% | No change | 11,662 | $3.3M |
| St. Louis Trust Co | 0.46% | No change | 11,467 | $3.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +55.5% | 11,441 | $3.3M |
| First Commonwealth Financial Corp | 0.77% | Reduce -0.4% | 11,319 | $3.2M |
| CFS Investment Advisory Services, LLC | 0.27% | Reduce -50.0% | 11,245 | $3.2M |
| Capital Fund Management S.A. | 0.03% | Reduce -8.4% | 10,883 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -7.0% | 10,874 | $3.1M |
| Moody LYNN Lieberson & Walker, LLC | 0.19% | No change | 10,799 | $3.1M |
| Wealthfront Advisers LLC | 0.01% | Add +16.8% | 10,752 | $3.1M |
| Grey Fox Wealth Advisors, LLC | 0.85% | Reduce -3.1% | 10,742 | $3.1M |
| Park Avenue Securities LLC | 0.03% | Add +15.4% | 10,739 | $3.0M |
| Prospera Financial Services Inc | 0.08% | Add +20.9% | 10,646 | $3.0M |
| Advisory Services Network, LLC | 0.06% | No change | 11,468 | $3.0M |
| Echo45 Advisors LLC | 1.94% | Add +4.1% | 10,476 | $3.0M |
| Atlas Brown,Inc. | 1.03% | Reduce -1.4% | 10,467 | $3.0M |
| Brighton Jones LLC | 0.11% | Add +1.3% | 10,293 | $2.9M |
| AdvisorNet Financial, Inc | 0.22% | Reduce -2.7% | 10,214 | $2.9M |
| Tompkins Financial Corp. | 0.28% | No change | 10,203 | $2.9M |
| Stevens Capital Partners | 1.37% | Reduce -0.3% | 10,126 | $2.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -40.1% | 9,900 | $2.8M |
| Quantum Portfolio Management LLC | 1.51% | Reduce -0.4% | 9,824 | $2.8M |
| Fifth Third Securities, Inc. | 0.26% | Add +3.5% | 9,806 | $2.8M |
| Vance Wealth, LLC | 1.05% | Add +1.6% | 9,788 | $2.8M |
| Legacy Edge Advisors, LLC | 0.44% | Reduce -2.4% | 9,678 | $2.7M |
| Carnegie Investment Counsel | 0.08% | Add +10.7% | 9,181 | $2.6M |
| Kettle Hill Capital Management, LLC | 0.66% | New | 9,026 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -14.0% | 8,928 | $2.5M |
| Sand Hill Global Advisors, LLC | 0.11% | Add +2.5% | 8,836 | $2.5M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 8,813 | $2.5M |
| Rehmann Capital Advisory Group | 0.16% | Add +1.5% | 8,875 | $2.5M |
| Bartlett & Co. Wealth Management LLC | 0.04% | No change | 8,680 | $2.5M |
| Steel Grove Capital Advisors, LLC | 0.34% | Reduce -1.3% | 8,654 | $2.5M |
| FineMark National Bank & Trust | 0.08% | Add +14.0% | 8,543 | $2.4M |
| Whitegate Investment Counselors, Inc. | 0.64% | Reduce -3.6% | 8,455 | $2.4M |
| Investment Partners, LTD. | 1.00% | Reduce -21.2% | 8,445 | $2.4M |
| Relyea Zuckerberg Hanson LLC | 0.36% | Reduce -4.4% | 8,366 | $2.4M |
| Snowden Capital Advisors LLC | 0.07% | Add +0.4% | 8,323 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +4.1% | 8,304 | $2.4M |
| Ami Asset Management Corp. | 0.13% | Add +319.0% | 8,292 | $2.4M |
| Geneos Wealth Management Inc. | 0.09% | Add +9.0% | 8,256 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Add +2.7% | 8,240 | $2.3M |
| Clearstead Advisors, LLC | 0.03% | Add +4.0% | 7,895 | $2.2M |
| Fifth Third Wealth Advisors LLC | 0.14% | Add +1.1% | 7,872 | $2.2M |
| Visionary Wealth Advisors | 0.14% | Reduce -0.8% | 7,825 | $2.2M |
| Hilltop Holdings Inc. | 0.14% | Add +18.0% | 7,672 | $2.2M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -52.0% | 7,653 | $2.2M |
| CreativeOne Wealth, LLC | 0.07% | Add +4.3% | 7,642 | $2.2M |
| Fiera Capital Corp | 0.01% | Add +538.3% | 7,545 | $2.1M |
| Washington Trust Bank | 0.20% | No change | 7,499 | $2.1M |
| Chemung Canal Trust Co. | 0.43% | Reduce -2.7% | 7,403 | $2.1M |
| Lane & Associates LLC | 1.13% | Add +7.8% | 7,309 | $2.1M |
| Widmann Financial Services, Inc. | 1.57% | Add +2.9% | 7,284 | $2.1M |
| McAdam, LLC | 0.11% | Add +15.8% | 7,122 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +18.5% | 7,057 | $2.0M |
| Somerset Group LLC | 1.84% | No change | 7,040 | $2.0M |
| Sonata Capital Group Inc. | 0.84% | Reduce -2.0% | 7,010 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -5.3% | 7,005 | $2.0M |
| Flagship Private Wealth, LLC | 1.01% | Add +51.6% | 6,880 | $2.0M |
| Marshall Financial Group Inc. | 0.59% | Reduce -3.5% | 6,848 | $1.9M |
| Riverbridge Partners LLC | 0.03% | Reduce -17.4% | 6,783 | $1.9M |
| jvl associates llc | 0.74% | Reduce -0.1% | 6,750 | $1.9M |
| Cornerstone Wealth Advisors, Inc. | 0.53% | Reduce -0.1% | 6,728 | $1.9M |
| ORG Partners LLC | 0.30% | Add +17.4% | 6,641 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.7% | 6,627 | $1.9M |
| Clayton Financial Group LLC | 0.70% | Add +8.5% | 6,614 | $1.9M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -1.3% | 6,608 | $1.9M |
| JMG Financial Group, Ltd. | 0.06% | Add +17.9% | 6,570 | $1.9M |
| Principal Securities, Inc. | 0.05% | Add +11.7% | 6,567 | $1.9M |
| Opal Wealth Advisors, LLC | 0.58% | Reduce -1.7% | 6,500 | $1.8M |
| Cobblestone Capital Advisors LLC | 0.10% | No change | 6,437 | $1.8M |
| Highland Capital Management, LLC | 0.10% | Reduce -2.1% | 6,357 | $1.8M |
| Blue Trust, Inc. | 0.02% | Reduce -0.4% | 6,874 | $1.8M |
| UMB Bank, n.a. | 0.03% | Reduce -6.0% | 6,259 | $1.8M |
| Ironwood Financial, llc | 0.37% | Reduce -1.0% | 6,234 | $1.8M |
| TAP Consulting, LLC | 0.35% | Reduce -1.3% | 6,220 | $1.8M |
| Texas Yale Capital Corp. | 0.07% | Add +1.5% | 6,078 | $1.7M |
| TD Private Client Wealth LLC | 0.05% | Reduce -9.8% | 6,040 | $1.7M |
| Lwmg, LLC | 0.33% | Add +7.1% | 6,039 | $1.7M |
| Dakota Wealth Management | 0.04% | Reduce -0.4% | 6,028 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.5% | 6,022 | $1.7M |
| Trust Point Inc. | 0.13% | Reduce -0.3% | 6,007 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +8.0% | 5,986 | $1.7M |
| Luts & Greenleigh Group, Inc. | 1.63% | Add +1.1% | 5,984 | $1.7M |
| Haverford Trust Co | 0.02% | Reduce -0.7% | 5,971 | $1.7M |
| Legacy Bridge, LLC | 0.91% | No change | 5,965 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -0.2% | 5,880 | $1.7M |
| Axiom Advisory, LLC | 0.02% | Add +1.4% | 6,016 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 5,805 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Add +375.5% | 5,796 | $1.6M |
| Shakespeare Wealth Management, LLC | 0.43% | Reduce -0.9% | 5,794 | $1.6M |
| Ieq Capital, LLC | 0.02% | Add +0.0% | 5,770 | $1.6M |
| MWA Asset Management | 1.09% | Add +1.2% | 5,760 | $1.6M |
| Valeo Financial Advisors, LLC | 0.05% | Add +2.5% | 5,751 | $1.6M |
| Eukles Asset Management | 0.64% | Reduce -2.3% | 5,631 | $1.6M |
| Primoris Wealth Advisors, LLC | 1.16% | Reduce -0.7% | 5,615 | $1.6M |
| Citizens Financial Group Inc. | 0.03% | Add +0.0% | 5,612 | $1.6M |
| Connecticut Wealth Management, LLC | 0.08% | Reduce -3.4% | 5,556 | $1.6M |
| Country Club Bank | 0.11% | Add +7.7% | 5,561 | $1.6M |
| BTC Capital Management, Inc. | 0.14% | Reduce -0.4% | 5,447 | $1.5M |
| Alera Investment Advisors, LLC | 0.18% | Add +410.5% | 5,411 | $1.5M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +87.5% | 5,369 | $1.5M |
| Total Wealth Planning, LLC | 0.24% | Reduce -2.6% | 5,349 | $1.5M |
| Meridian Wealth Management, LLC | 0.07% | New | 5,300 | $1.5M |
| Jackson, Grant Investment Advisers, Inc. | 0.56% | Add +0.2% | 5,275 | $1.5M |
| Eagle Strategies LLC | 0.27% | Reduce -3.4% | 5,251 | $1.5M |
| Mather Group, Llc. | 0.02% | Reduce -7.4% | 5,226 | $1.5M |
| Jasper Ridge Partners, L.P. | 0.04% | No change | 5,145 | $1.5M |
| Chatham Capital Group, Inc. | 0.24% | No change | 5,140 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.11% | New | 5,126 | $1.5M |
| SilverOak Wealth Management LLC | 0.32% | Add +0.1% | 5,059 | $1.4M |
| Affinity Capital Advisors, LLC | 0.27% | Reduce -0.6% | 4,993 | $1.4M |
| Vawter Financial, Ltd. | 0.86% | No change | 4,984 | $1.4M |
| Chicago Capital, LLC | 0.04% | Add +2.3% | 4,882 | $1.4M |
| Kennicott Capital Management LLC | 0.51% | No change | 4,703 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -4.2% | 4,637 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -2.7% | 4,625 | $1.3M |
| NBT Bank, N.A. | 0.09% | Add +5.1% | 4,602 | $1.3M |
| Grey Ledge Advisors, LLC | 0.33% | Reduce -5.2% | 4,602 | $1.3M |
| Boston Family Office LLC | 0.09% | Reduce -0.8% | 4,567 | $1.3M |
| American State Bank (Iowa) | 0.78% | Reduce -2.1% | 4,551 | $1.3M |
| First Foundation Advisors | 0.05% | Add +3.2% | 4,547 | $1.3M |
| Tranquility Partners, LLC | 0.47% | Add +1.6% | 4,526 | $1.3M |
| Triumph Capital Management | 0.46% | Reduce -1.3% | 4,519 | $1.3M |
| Carlson Capital Management | 0.05% | No change | 4,501 | $1.3M |
| Eagle Asset Management Inc. | 0.01% | Add +18.1% | 4,095 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Add +6.7% | 4,447 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +3.1% | 4,441 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.08% | Reduce -11.7% | 4,423 | $1.3M |
| Appleton Partners Inc. | 0.09% | No change | 4,421 | $1.3M |
| Aft, Forsyth & Company, Inc. | 0.62% | No change | 4,407 | $1.3M |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 4,382 | $1.2M |
| Park Place Capital Corp | 0.36% | Reduce -0.4% | 4,353 | $1.2M |
| Mgo One Seven LLC | 0.05% | Add +68.2% | 4,287 | $1.2M |
| Lindbrook Capital, LLC | 0.11% | Add +4.7% | 4,224 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.04% | New | 4,177 | $1.2M |
| Renasant Bank | 0.77% | Reduce -0.4% | 4,123 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -18.7% | 4,067 | $1.1M |
| Veery Capital, LLC | 0.43% | Reduce -0.2% | 4,011 | $1.1M |
| SGL Investment Advisors, Inc. | 0.59% | — | 3,789 | $1.1M |
| Bragg Financial Advisors, Inc | 0.05% | Reduce -4.8% | 3,965 | $1.1M |
| StoneX Group Inc. | 0.08% | Add +9.6% | 3,947 | $1.1M |
| Intrepid Financial Planning Group LLC | 0.48% | Reduce -1.0% | 3,945 | $1.1M |
| Insight 2811, Inc. | 0.56% | Reduce -4.3% | 3,929 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.4% | 3,874 | $1.1M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -1.1% | 3,836 | $1.1M |
| Townsend Asset Management Corp. /NC/ | 0.40% | Add +0.2% | 3,834 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -1.1% | 3,831 | $1.1M |
| Clear Creek Financial Management, LLC | 0.12% | Add +21.1% | 3,816 | $1.1M |
| True North Advisors, LLC | 0.28% | Reduce -0.8% | 3,802 | $1.1M |
| Betterment LLC | 0.00% | Reduce -0.5% | 3,779 | $1.1M |
| Shufro Rose & Co. LLC | 0.09% | No change | 4,051 | $1.1M |
| Lake Street Private Wealth, LLC | 0.17% | Add +6.3% | 3,734 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.35% | Add +1.8% | 3,731 | $1.1M |
| Guidance Point Advisors, LLC | 0.32% | Add +0.2% | 3,702 | $1.1M |
| Diversified Trust Co. | 0.03% | Reduce -0.8% | 3,667 | $1.0M |
| Wesbanco Bank Inc. | 0.04% | Add +26.3% | 3,644 | $1.0M |
| Eastern Bank | 0.02% | New | 3,644 | $1.0M |
| Graypoint LLC | 0.07% | Reduce -0.1% | 3,639 | $1.0M |
| Allworth Financial LP | 0.01% | Reduce -2.4% | 3,559 | $1.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.20% | Add +27.1% | 3,557 | $1.0M |
| Prosperity Planning, Inc. | 0.44% | Reduce -5.7% | 3,497 | $993K |
| DHJJ Financial Advisors, Ltd. | 0.39% | Reduce -60.3% | 3,489 | $991K |
| Aspiriant, LLC | 0.04% | Add +0.6% | 3,472 | $986K |
| Legal & General Group Plc | 0.00% | Add +151.1% | 3,440 | $978K |
| Disciplined Investments, LLC | 0.48% | Add +2.2% | 3,410 | $968K |
| Keudell/Morrison Wealth Management | 0.26% | No change | 3,399 | $965K |
| Cadence Bank | 0.07% | New | 3,395 | $964K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -0.4% | 3,391 | $963K |
| Riversedge Advisors, LLC | 0.22% | Add +0.2% | 3,388 | $962K |
| Centaurus Financial, Inc. | 0.06% | Add +20.3% | 3,370 | $957K |
| Hoxton Planning & Management, LLC | 0.37% | Reduce -2.8% | 3,329 | $945K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 3,328 | $945K |
| Verus Capital Partners, LLC | 0.09% | Reduce -40.2% | 3,309 | $940K |
| Ironwood Investment Counsel, LLC | 0.16% | No change | 3,301 | $937K |
| Lanark Financial, Inc. | 0.08% | Add +8.6% | 3,277 | $930K |
| Glenview Trust Co | 0.02% | Reduce -7.6% | 3,261 | $926K |
| Pointe Capital Management LLC | 0.53% | Add +75.4% | 3,224 | $916K |
| Canandaigua National Bank & Trust Co. | 0.09% | No change | 3,217 | $914K |
| Stratos Wealth Advisors, LLC | 0.04% | New | 3,198 | $908K |
| Acima Private Wealth, LLC | 0.30% | No change | 3,170 | $900K |
| First National Bank Sioux Falls | 0.41% | No change | 3,159 | $897K |
| Stonebridge Financial Planning Group, LLC | 0.43% | Reduce -12.8% | 3,150 | $895K |
| First Business Financial Services, Inc. | 0.09% | No change | 3,132 | $889K |
| Davidson Trust Co. | 0.46% | Add +5.9% | 3,124 | $887K |
| Bell Bank | 0.10% | No change | 3,109 | $883K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -3.2% | 3,091 | $878K |
| Maxi Investments CY Ltd | 0.23% | New | 3,085 | $876K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +3.4% | 3,069 | $872K |
| Fiducient Advisors LLC | 0.10% | Reduce -0.3% | 3,060 | $869K |
| Garde Capital, Inc. | 0.06% | Add +1.4% | 3,044 | $864K |
| Focus Financial Network, Inc. | 0.03% | Add +17.2% | 3,009 | $854K |
| GFS Advisors, LLC | 0.18% | Add +262.3% | 3,000 | $852K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 3,000 | $852K |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.6% | 2,991 | $849K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +14.2% | 2,920 | $842K |
| HBK Sorce Advisory LLC | 0.03% | Reduce -7.4% | 2,959 | $840K |
| Allegheny Financial Group | 0.20% | Add +0.1% | 2,888 | $820K |
| CI Investments Inc. | 0.00% | No change | 2,886 | $820K |
| West Coast Financial LLC | 0.09% | No change | 2,886 | $820K |
| Apollon Wealth Management, LLC | 0.02% | Add +1.3% | 2,879 | $818K |
| Hollencrest Capital Management | 0.03% | No change | 2,861 | $813K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 2,847 | $809K |
| Zions Bancorporation, N.A. | 0.06% | Reduce -1.8% | 2,842 | $807K |
| Atria Investments, Inc | 0.01% | Reduce -60.5% | 2,824 | $802K |
| Intergy Private Wealth, LLC | 0.31% | No change | 2,820 | $801K |
| Inspirion Wealth Advisors, LLC | 0.11% | Reduce -0.2% | 2,815 | $799K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +20.8% | 2,800 | $795K |
| Laird Norton Wetherby Wealth Management, LLC | 0.04% | Add +1.1% | 2,794 | $793K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -0.4% | 2,781 | $790K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -12.8% | 2,767 | $786K |
| Pettyjohn, Wood & White, Inc. | 0.14% | Reduce -12.1% | 2,760 | $784K |
| Capital Analysts, LLC | 0.03% | No change | 2,742 | $779K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +14.6% | 2,710 | $770K |
| Performance Wealth Partners, LLC | 0.03% | No change | 2,698 | $766K |
| Grayhawk Investment Strategies Inc. | 1.17% | New | 2,644 | $751K |
| SkyOak Wealth, LLC | 0.17% | Reduce -0.5% | 2,644 | $751K |
| &partners | 0.01% | Add +94.1% | 2,640 | $750K |
| Legacy Trust | 0.17% | Add +1.8% | 2,628 | $746K |
| Brookstone Capital Management | 0.01% | Reduce -26.3% | 2,616 | $743K |
| Accredited Investors Inc. | 0.04% | Add +0.4% | 2,616 | $743K |
| Stordahl Capital Management, Inc. | 0.18% | Reduce -13.0% | 2,644 | $741K |
| Heck Capital Advisors, LLC | 0.09% | Add +3.7% | 2,602 | $739K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.6% | 2,599 | $738K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -1.8% | 2,579 | $732K |
| Gables Capital Management Inc. | 0.37% | No change | 2,575 | $731K |
| FinTrust Capital Advisors, LLC | 0.12% | Reduce -1.8% | 2,566 | $729K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +7.8% | 2,556 | $726K |
| Palisades Hudson Asset Management, L.P. | 0.31% | Add +0.2% | 2,550 | $724K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 2,549 | $724K |
| Bedel Financial Consulting, Inc. | 0.10% | Reduce -0.5% | 2,539 | $721K |
| Navis Wealth Advisors, LLC | 0.78% | No change | 2,535 | $720K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.39% | Add +3.1% | 2,532 | $719K |
| NorthRock Partners, LLC | 0.02% | No change | 2,520 | $716K |
| Garrison Point Advisors, LLC | 0.44% | No change | 2,492 | $708K |
| FC Advisory LLC | 0.24% | Add +0.8% | 2,491 | $707K |
| Old Mission Capital LLC | 0.02% | Reduce -66.8% | 2,489 | $707K |
| Integrity Wealth Solutions LLC | 0.41% | Add +0.1% | 2,485 | $706K |
| LS Investment Advisors, LLC | 0.10% | No change | 2,475 | $703K |
| Quadcap Wealth Management, LLC | 0.11% | Reduce -8.3% | 2,473 | $702K |
| Archvest Wealth Advisors, Inc. | 0.44% | Add +0.2% | 2,459 | $698K |
| Linscomb Wealth, Inc. | 0.03% | No change | 2,454 | $697K |
| Pinnacle Financial Partners Inc | 0.01% | Add +0.2% | 2,441 | $693K |
| Consilium Wealth Advisory, LLC | 0.37% | No change | 2,416 | $686K |
| National Philanthropic Trust | 0.01% | No change | 2,406 | $683K |
| Fulton Bank, N.A. | 0.03% | Reduce -1.7% | 2,400 | $682K |
| ARK & TLK Investments, LLC | 0.24% | No change | 2,397 | $681K |
| Brown Wealth Management, LLC | 0.24% | Reduce -5.6% | 2,391 | $679K |
| Newton One Investments LLC | 0.27% | Reduce -2.5% | 2,375 | $675K |
| Elgethun Capital Management | 0.16% | No change | 2,375 | $675K |
| Harbour Investments, Inc. | 0.02% | Add +1.5% | 2,350 | $667K |
| Private Portfolio Partners LLC | 0.12% | New | 2,346 | $666K |
| Bensler, LLC | 0.08% | Add +0.1% | 2,332 | $662K |
| Dravo Bay LLC | 0.34% | Reduce -24.6% | 2,329 | $661K |
| Premier Path Wealth Partners, LLC | 0.10% | Reduce -1.3% | 2,327 | $661K |
| Rice Hall James & Associates, LLC | 0.04% | Reduce -50.0% | 2,316 | $658K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.8% | 2,304 | $654K |
| Sepio Capital, LP | 0.05% | No change | 2,287 | $650K |
| HM Payson & Co. | 0.01% | No change | 2,267 | $644K |
| First Bancorp, Inc | 0.45% | No change | 2,260 | $642K |
| Smithbridge Asset Management Inc. | 0.11% | Add +99.6% | 2,257 | $641K |
| Driehaus Capital Management LLC | 0.01% | New | 2,243 | $637K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -5.0% | 2,237 | $635K |
| Arkadios Wealth Advisors | 0.04% | Add +1.6% | 2,221 | $631K |
| Etfidea, LLC | 0.20% | Reduce -1.6% | 2,220 | $630K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -11.8% | 2,211 | $628K |
| Belpointe Asset Management LLC | 0.04% | New | 2,211 | $628K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -1.0% | 2,204 | $626K |
| Pier 88 Investment Partners LLC | 0.73% | New | 2,200 | $625K |
| Transatlantique Private Wealth LLC | 0.24% | No change | 2,200 | $625K |
| Chartist Inc. | 0.32% | Reduce -2.9% | 2,169 | $616K |
| UNIVEST FINANCIAL Corp | 0.04% | New | 2,143 | $609K |
| NTV Asset Management LLC | 0.08% | No change | 2,092 | $594K |
| Mission Wealth Management, LP | 0.01% | Add +1.1% | 2,075 | $589K |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | No change | 2,037 | $579K |
| SOA Wealth Advisors, LLC. | 0.11% | Reduce -20.9% | 2,023 | $575K |
| Elevated Capital Advisors, LLC | 0.15% | New | 2,013 | $572K |
| First Citizens Bank & Trust Co. | 0.01% | Add +2.1% | 2,011 | $571K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -0.2% | 2,003 | $569K |
| Financial Advocates Investment Management | 0.03% | Reduce -1.0% | 2,002 | $569K |
| Transform Wealth, LLC | 0.04% | Add +2.9% | 2,001 | $568K |
| Advisor OS, LLC | 0.06% | No change | 1,986 | $564K |
| Congress Asset Management Co. | 0.00% | Add +25.0% | 1,983 | $563K |
| Heritage Investors Management Corp. | 0.02% | New | 1,983 | $563K |
| Platform Technology Partners | 0.18% | New | 1,979 | $562K |
| Armstrong, Fleming & Moore, Inc | 0.33% | Add +4.7% | 1,969 | $559K |
| Nwam LLC | 0.03% | New | 1,958 | $556K |
| Morris Financial Concepts, Inc. | 0.24% | No change | 1,957 | $556K |
| Plancorp, LLC | 0.02% | Reduce -0.7% | 1,956 | $556K |
| Sterling Capital Management LLC | 0.01% | — | 1,942 | $552K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,932 | $549K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,922 | $546K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 1,919 | $545K |
| Gries Financial LLC | 0.10% | Add +0.1% | 1,914 | $543K |
| Cascade Wealth Advisors, Inc | 0.39% | No change | 1,898 | $539K |
| Seelaus Asset Management LLC | 0.50% | Reduce -3.8% | 1,890 | $537K |
| Kowal Investment Group, LLC | 0.10% | Reduce -0.5% | 1,868 | $531K |
| Fidelis Capital Partners, LLC | 0.06% | Add +31.5% | 1,861 | $526K |
| MJP Associates Inc. | 0.10% | No change | 1,849 | $525K |
| St Germain D J Co. Inc. | 0.02% | No change | 1,844 | $524K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.2% | 1,842 | $523K |
| Genesee Capital Advisors, LLC | 0.25% | No change | 1,840 | $523K |
| Colonial Trust Co / SC | 0.08% | Reduce -1.7% | 1,836 | $521K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.7% | 1,834 | $521K |
| SK Wealth Management, LLC | 0.27% | — | 1,787 | $520K |
| William Howard & Co Financial Advisors Inc | 0.44% | No change | 1,823 | $518K |
| Summit Wealth Partners, LLC | 0.10% | No change | 1,796 | $510K |
| Verdence Capital Advisors LLC | 0.04% | Add +2.8% | 1,795 | $510K |
| Sage Capital Management, LLC | 0.24% | Reduce -4.8% | 1,784 | $507K |
| IHT Wealth Management, LLC | 0.01% | Reduce -2.1% | 1,753 | $497K |
| Trifecta Capital Advisors, LLC | 0.10% | No change | 1,737 | $493K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 1,735 | $493K |
| Allen Investment Management, LLC | 0.01% | No change | 1,720 | $488K |
| NewEdge Wealth, LLC | 0.01% | Add +0.3% | 1,718 | $488K |
| Cranbrook Wealth Management, LLC | 0.11% | Reduce -0.6% | 1,695 | $481K |
| Athena Investment Management | 0.27% | No change | 1,694 | $481K |
| Castle Wealth Management LLC | 0.19% | No change | 1,692 | $481K |
| Chapin Davis, Inc. | 0.16% | No change | 1,685 | $479K |
| Jupiter Wealth Management LLC | 0.24% | No change | 1,683 | $478K |
| Investmark Advisory Group LLC | 0.23% | Add +0.1% | 1,682 | $478K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.4% | 1,681 | $478K |
| Dentgroup LLC | 0.36% | Reduce -10.1% | 1,678 | $476K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 1,666 | $473K |
| Clare Market Investments LLC | 0.12% | Reduce -32.5% | 1,635 | $464K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 1,629 | $463K |
| Alpine Bank Wealth Management | 0.07% | — | 1,623 | $461K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.9% | 1,621 | $460K |
| Armor Investment Advisors, LLC | 0.19% | No change | 1,618 | $460K |
| Stegner Investment Associates Inc. | 0.31% | No change | 1,616 | $459K |
| High Falls Advisors, Inc | 0.10% | Add +0.1% | 1,604 | $456K |
| Aptus Capital Advisors, LLC | 0.01% | Add +5.3% | 1,589 | $451K |
| Bangor Savings Bank | 0.04% | Add +17.5% | 1,587 | $451K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +4.9% | 1,571 | $446K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -38.6% | 1,570 | $446K |
| Avaii Wealth Management, LLC | 0.23% | Reduce -0.6% | 1,570 | $446K |
| FSM Wealth Advisors, LLC | 0.12% | Reduce -12.6% | 1,569 | $446K |
| Clear Investment Research, LLC | 0.58% | Add +2.4% | 1,568 | $445K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 1,565 | $444K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +4.7% | 1,562 | $444K |
| Planning Capital Management Corp | 0.29% | Add +165.3% | 1,557 | $442K |
| Warner Financial, Inc. | 0.20% | No change | 1,557 | $442K |
| Platte River Wealth Advisors, LLC | 0.12% | No change | 1,555 | $442K |
| Diversified Portfolios, Inc. | 0.05% | Add +2.5% | 1,555 | $442K |
| Montag A & Associates Inc. | 0.02% | Reduce -13.9% | 1,554 | $441K |
| Strategic Financial Concepts, LLC | 0.14% | Reduce -99.8% | 1,549 | $440K |
| Anderson Hoagland & Co. | 0.04% | No change | 1,555 | $440K |
| Fiduciary Alliance LLC | 0.06% | New | 1,542 | $438K |
| Sandy Spring Bank | 0.02% | Add +0.1% | 1,535 | $436K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -0.2% | 1,497 | $425K |
| MIdWestOne Financial Group, Inc. | 0.06% | No change | 1,479 | $420K |
| Coastwise Capital Group, LLC | 0.35% | Reduce -0.4% | 1,477 | $419K |
| Arete Wealth Advisors, LLC | 0.04% | Add +8.3% | 1,479 | $419K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.6% | 1,474 | $419K |
| McGuire Investment Group, LLC | 0.06% | Add +3.0% | 1,471 | $418K |
| Nvest Financial, LLC | 0.24% | Add +41.8% | 1,461 | $415K |
| TBH Global Asset Management, LLC | 0.09% | Reduce -2.2% | 1,460 | $415K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,450 | $412K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -20.5% | 1,448 | $411K |
| Willner & Heller, LLC | 0.36% | Add +0.2% | 1,443 | $410K |
| Prelude Capital Management, LLC | 0.03% | New | 1,440 | $409K |
| Lion Street Advisors, LLC | 0.14% | No change | 1,430 | $406K |
| Family Firm, Inc. | 0.09% | Add +0.2% | 1,424 | $404K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.1% | 1,425 | $404K |
| O'Connor Financial Group LLC | 0.21% | No change | 1,421 | $404K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -86.6% | 1,419 | $403K |
| Laurel Wealth Advisors LLC | 0.06% | Add +4.7% | 1,418 | $403K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 1,417 | $403K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -66.6% | 1,412 | $401K |
| Bluesphere Advisors LLC | 0.20% | Add +18.7% | 1,402 | $398K |
| Key Financial Inc | 0.09% | No change | 1,394 | $396K |
| Eagle Bay Advisors LLC | 0.15% | No change | 1,388 | $394K |
| Pegasus Asset Management, Inc. | 0.12% | No change | 1,386 | $394K |
| Brown Brothers Harriman & Co. | 0.00% | Add +3.7% | 1,379 | $392K |
| Adirondack Trust Co. | 0.15% | Reduce -6.2% | 1,365 | $388K |
| Consolidated Portfolio Review Corp | 0.09% | Add +0.1% | 1,357 | $385K |
| PBMares Wealth Management LLC | 0.08% | No change | 1,355 | $385K |
| GC Wealth Management RIA, LLC | 0.07% | Reduce -1.8% | 1,353 | $384K |
| Banco BTG Pactual S.A. | 0.10% | Add +17.4% | 1,350 | $383K |
| Evoke Wealth, LLC | 0.01% | New | 1,341 | $381K |
| Citizens National Bank Trust Department | 0.08% | No change | 1,340 | $381K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 1,338 | $380K |
| Klingenstein Fields & Co. LP | 0.02% | Reduce -1.1% | 1,335 | $379K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -0.5% | 1,330 | $378K |
| S&co Inc. | 0.02% | No change | 1,329 | $377K |
| Roffman Miller Associates Inc. | 0.02% | Reduce -0.8% | 1,310 | $372K |
| Epiq Partners, LLC | 0.21% | No change | 1,300 | $369K |
| FourThought Financial Partners, LLC | 0.04% | Reduce -1.7% | 1,298 | $369K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -2.8% | 1,286 | $368K |
| Fiduciary Financial Group, LLC | 0.08% | No change | 1,300 | $366K |
| Financial Partners Group, Inc | 0.05% | Reduce -3.0% | 1,280 | $364K |
| Oder Investment Management, LLC | 0.31% | No change | 1,275 | $362K |
| Nelson Capital Management, LLC | 0.06% | No change | 1,275 | $362K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -15.6% | 1,274 | $362K |
| Moors & Cabot, Inc. | 0.02% | Add +0.6% | 1,270 | $361K |
| Rothschild Capital Partners, LLC | 0.10% | Reduce -1.3% | 1,267 | $360K |
| Mutual Advisors, LLC | 0.01% | Add +4.1% | 1,267 | $359K |
| Financial Guidance Group, Inc. | 0.21% | No change | 1,260 | $358K |
| Paladin Advisory Group, LLC | 0.26% | No change | 1,259 | $358K |
| Centennial Wealth Advisory LLC | 0.14% | Add +10.2% | 1,258 | $357K |
| Investment Advisory Group, LLC | 0.12% | Add +3.3% | 1,258 | $357K |
| Bridge City Capital, LLC | 0.10% | New | 1,251 | $355K |
| Mycio Wealth Partners, LLC | 0.08% | Add +0.1% | 1,245 | $354K |
| Paragon Capital Management Ltd | 0.07% | No change | 1,231 | $350K |
| Royal Fund Management, LLC | 0.02% | New | 1,224 | $349K |
| Maxwell Wealth Strategies Inc. | 0.15% | No change | 1,198 | $348K |
| AQR Capital Management | 0.00% | New | 1,216 | $345K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,211 | $344K |
| Certuity, LLC | 0.04% | Reduce -4.5% | 1,208 | $343K |
| Cynosure Group, LLC | 0.05% | No change | 1,205 | $342K |
| Patten & Patten Inc. | 0.02% | No change | 1,205 | $342K |
| Keystone Wealth Services, LLC | 0.09% | No change | 1,197 | $340K |
| Vaughan David Investments LLC | 0.01% | No change | 1,195 | $339K |
| Selective Wealth Management, Inc. | 0.14% | No change | 1,202 | $338K |
| Sage Financial Group Inc. | 0.03% | Add +0.4% | 1,191 | $338K |
| Merit Financial Group, LLC | 0.01% | Add +43.7% | 1,181 | $335K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | No change | 1,179 | $335K |
| Private Trust Co. NA | 0.03% | No change | 1,179 | $335K |
| Easterly Investment Partners LLC | 0.03% | No change | 1,170 | $332K |
| Cannell & Spears LLC | 0.01% | Add +20.6% | 1,170 | $332K |
| Csenge Advisory Group | 0.02% | Reduce -39.4% | 1,159 | $332K |
| Embree Financial Group | 0.06% | Reduce -2.9% | 1,166 | $331K |
| Forum Financial Management, LP | 0.01% | No change | 1,163 | $330K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +0.9% | 1,163 | $330K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -12.4% | 1,162 | $330K |
| Curtis Advisory Group, LLC | 0.09% | Reduce -0.9% | 1,142 | $324K |
| Smith, Moore & Co. | 0.03% | Add +0.1% | 1,130 | $321K |
| Essex Investment Management Co. LLC | 0.06% | Add +19.0% | 1,128 | $320K |
| Vista Capital Partners, Inc. | 0.04% | New | 1,126 | $320K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -10.0% | 1,125 | $320K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 1,120 | $318K |
| LJI Wealth Management, LLC | 0.07% | Reduce -1.3% | 1,120 | $318K |
| Cordatus Wealth Management LLC | 0.11% | Add +0.3% | 1,104 | $314K |
| First Western Trust Bank | 0.01% | Add +12.2% | 1,104 | $314K |
| Smith Salley Wealth Management | 0.02% | New | 1,104 | $314K |
| Concentric Wealth Management, LLC | 0.08% | No change | 1,094 | $311K |
| FCG Investment Co | 0.20% | No change | 1,091 | $310K |
| Spire Wealth Management | 0.01% | Add +1.7% | 1,090 | $309K |
| Scotia Capital Inc. | 0.00% | Reduce -1.0% | 1,086 | $308K |
| BHK Investment Advisors, LLC | 0.11% | Add +0.1% | 1,074 | $305K |
| Kaizen Financial Strategies | 0.18% | Add +7.0% | 1,070 | $304K |
| Global Retirement Partners, LLC | 0.01% | Add +3.6% | 1,069 | $304K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | Reduce -9.4% | 1,067 | $303K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 1,068 | $303K |
| Aprio Wealth Management, LLC | 0.05% | No change | 1,061 | $301K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.2% | 1,056 | $300K |
| World Investment Advisors | 0.01% | New | 1,053 | $299K |
| Granite Investment Partners, LLC | 0.01% | Add +3403.3% | 1,051 | $298K |
| Obsidian Cio, LLC | 0.06% | Reduce -3.9% | 1,046 | $297K |
| Florida Trust Wealth Management Co | 0.01% | New | 1,040 | $295K |
| CGN Advisors LLC | 0.03% | Add +12.0% | 1,038 | $295K |
| Good Life Advisors, LLC | 0.02% | New | 1,038 | $295K |
| Madison Asset Management, LLC | 0.00% | Reduce -4.6% | 1,032 | $293K |
| Destination Wealth Management | 0.01% | New | 1,032 | $293K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -0.8% | 1,031 | $293K |
| SlateStone Wealth, LLC | 0.03% | Reduce -51.7% | 1,027 | $292K |
| Cordgrass Capital Advisors, LLC | 0.08% | No change | 1,026 | $291K |
| Blue Barn Wealth, LLC | 0.15% | Add +0.4% | 1,018 | $289K |
| Central Valley Advisors, LLC | 0.16% | No change | 1,014 | $288K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 1,010 | $287K |
| Summit Trail Advisors, LLC | 0.01% | Add +8.6% | 1,003 | $285K |
| Westover Capital Advisors, LLC | 0.05% | New | 1,000 | $284K |
| Holland Advisory Services, Inc. | 0.37% | Reduce -6.1% | 998 | $283K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 993 | $282K |
| Harbour Capital Advisors, LLC | 0.06% | Reduce -2.0% | 994 | $280K |
| Becker Capital Management Inc. | 0.01% | New | 971 | $276K |
| Bank Ozk | 0.11% | Add +1.0% | 970 | $275K |
| Trust Co. of Vermont | 0.01% | No change | 970 | $275K |
| West Michigan Advisors, LLC | 0.08% | Reduce -0.1% | 966 | $274K |
| Spinnaker Trust | 0.02% | New | 965 | $274K |
| L & S Advisors Inc | 0.03% | No change | 960 | $273K |
| Advance Capital Management, Inc. | 0.01% | Reduce -12.2% | 957 | $272K |
| Hart & Patterson Financial Group LLC | 0.13% | Reduce -6.0% | 954 | $271K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 953 | $271K |
| Wedbush Securities Inc. | 0.01% | No change | 946 | $269K |
| Marco Investment Management LLC | 0.02% | No change | 945 | $268K |
| Capital Investment Advisors, LLC | 0.01% | Add +4.8% | 943 | $268K |
| Baxter Bros Inc. | 0.03% | No change | 943 | $268K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -8.3% | 938 | $266K |
| TFG Advisers LLC | 0.10% | Add +0.1% | 935 | $266K |
| Falcon Wealth Planning | 0.03% | Reduce -7.9% | 933 | $265K |
| Argent Trust Co | 0.01% | Reduce -11.1% | 933 | $265K |
| Greenleaf Trust | 0.00% | No change | 930 | $264K |
| Magnus Financial Group LLC | 0.03% | New | 930 | $264K |
| Moneco Advisors, LLC | 0.03% | No change | 926 | $263K |
| Viawealth, LLC | 0.15% | No change | 926 | $263K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.4% | 926 | $263K |
| RDA Financial Network | 0.08% | No change | 920 | $261K |
| Topel & Distasi Wealth Management, LLC | 0.11% | Add +0.1% | 920 | $261K |
| Greatmark Investment Partners, Inc. | 0.04% | No change | 917 | $260K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 916 | $260K |
| Leo Wealth, LLC | 0.02% | Reduce -37.5% | 915 | $260K |
| Fayez Sarofim & Co | 0.00% | No change | 914 | $260K |
| International Assets Investment Management, LLC | 0.02% | Reduce -42.5% | 912 | $259K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.0% | 909 | $258K |
| Radnor Capital Management, LLC | 0.04% | New | 908 | $258K |
| Ingalls & Snyder LLC | 0.01% | No change | 907 | $258K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 908 | $258K |
| Global Wealth Strategies & Associates | 0.08% | Reduce -8.4% | 905 | $257K |
| Klingman & Associates, LLC | 0.02% | No change | 902 | $256K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 903 | $256K |
| Members Trust Co | 0.01% | No change | 900 | $256K |
| Edge Capital Group, LLC | 0.01% | No change | 896 | $254K |
| First Heartland Consultants, Inc. | 0.03% | Add +17.6% | 896 | $254K |
| Red Tortoise LLC | 0.13% | Reduce -0.3% | 892 | $253K |
| Brevan Howard Capital Management LP | 0.01% | New | 891 | $253K |
| Avior Wealth Management, LLC | 0.01% | Add +7.6% | 878 | $249K |
| Alexander Labrunerie & Co., Inc. | 0.12% | No change | 878 | $249K |
| Rosenblum Silverman Sutton S F Inc. | 0.06% | Add +0.8% | 877 | $249K |
| Presidio Capital Management, LLC | 0.16% | Add +0.1% | 864 | $245K |
| First National Bank of Omaha | 0.02% | No change | 860 | $244K |
| Mattern Capital Management, LLC | 0.03% | No change | 858 | $244K |
| TFB Advisors LLC | 0.07% | New | 858 | $244K |
| Eight 31 Financial, LLC | 0.19% | New | 857 | $243K |
| Wolverine Trading, LLC | 0.01% | New | 858 | $243K |
| First Merchants Corp. | 0.01% | No change | 854 | $243K |
| Sunpointe, LLC | 0.20% | No change | 850 | $241K |
| River Wealth Advisors LLC | 0.03% | Add +4.6% | 844 | $240K |
| Kanawha Capital Management LLC | 0.02% | Reduce -1.2% | 842 | $239K |
| Proactive Wealth Strategies LLC | 0.13% | — | 838 | $238K |
| Roanoke Asset Management Corp./ NY | 0.08% | No change | 839 | $238K |
| QRG Capital Management, Inc. | 0.00% | New | 837 | $238K |
| Solidarity Wealth, LLC | 0.06% | No change | 835 | $237K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 831 | $236K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 828 | $235K |
| Smithfield Trust Co | 0.01% | No change | 819 | $233K |
| GTS Securities LLC | 0.00% | Reduce -88.6% | 820 | $233K |
| LMCG Investments, LLC | 0.01% | No change | 818 | $232K |
| Colorado Capital Management, Inc. | 0.11% | No change | 814 | $231K |
| Painted Porch Advisors LLC | 0.12% | New | 806 | $229K |
| Cascade Financial Partners, LLC | 0.03% | No change | 801 | $229K |
| Jefferies Financial Group Inc. | 0.00% | New | 800 | $227K |
| Flputnam Investment Management Co. | 0.00% | Reduce -5.3% | 796 | $226K |
| Ellis Investment Partners, LLC | 0.04% | Add +0.1% | 796 | $226K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -2.8% | 794 | $225K |
| Berkshire Asset Management LLC | 0.01% | No change | 855 | $224K |
| Addison Advisors LLC | 0.06% | No change | 790 | $224K |
| HFG Advisors, Inc. | 0.20% | No change | 784 | $223K |
| Angeles Wealth Management, LLC | 0.02% | New | 780 | $222K |
| Trust Co of the South | 0.05% | No change | 775 | $220K |
| Kovack Advisors, Inc. | 0.02% | New | 771 | $219K |
| Compass Ion Advisors, LLC | 0.03% | Add +0.1% | 770 | $219K |
| Mayport, LLC | 0.07% | No change | 769 | $218K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.08% | No change | 764 | $218K |
| CRA Financial Services, LLC | 0.04% | No change | 764 | $217K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 758 | $215K |
| Intelligence Driven Advisers, LLC | 0.03% | New | 757 | $215K |
| Valmark Advisers, Inc. | 0.00% | New | 756 | $215K |
| Safeguard Investment Advisory Group, LLC | 0.06% | New | 755 | $215K |
| Rothschild Investment LLC | 0.01% | No change | 751 | $213K |
| Safeguard Financial, LLC | 0.05% | New | 750 | $213K |
| Beacon Bank & Trust | 0.05% | New | 750 | $213K |
| Quantinno Capital Management LP | 0.00% | New | 749 | $213K |
| 9258 Wealth Management, LLC | 0.03% | New | 748 | $212K |
| Evermay Wealth Management LLC | 0.03% | No change | 746 | $212K |
| Gryphon Financial Partners LLC | 0.03% | New | 744 | $211K |
| Shaker Investments LLC | 0.09% | New | 738 | $210K |
| Independence Bank of Kentucky | 0.04% | Reduce -7.0% | 736 | $209K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 735 | $209K |
| Family Investment Center, Inc. | 0.05% | New | 731 | $208K |
| Portland Global Advisors LLC | 0.03% | New | 727 | $206K |
| Legacy Advisors, LLC | 0.02% | New | 727 | $206K |
| Schechter Investment Advisors, LLC | 0.02% | New | 727 | $206K |
| Wealth Architects, LLC | 0.02% | Reduce -16.2% | 726 | $206K |
| Fragasso Financial Advisors Inc | 0.02% | New | 725 | $206K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 723 | $205K |
| Clarius Group, LLC | 0.01% | New | 720 | $204K |
| SOL Capital Management CO | 0.02% | New | 720 | $204K |
| CIC Wealth, LLC | 0.05% | New | 717 | $204K |
| Mairs & Power Inc. | 0.00% | Reduce -23.1% | 717 | $204K |
| Rockbridge Investment Management, LCC | 0.03% | New | 715 | $203K |
| Center for Financial Planning, Inc. | 0.03% | No change | 714 | $203K |
| Waypoint Capital Advisors, LLC | 0.04% | New | 712 | $202K |
| Windward Private Wealth Management Inc. | 0.08% | New | 710 | $202K |
| Cornerstone Planning Group LLC | 0.05% | Add +0.1% | 700 | $201K |
| Ballentine Partners, LLC | 0.00% | New | 707 | $201K |
| IFP Advisors, Inc | 0.01% | Add +10.9% | 704 | $200K |
| Farther Finance Advisors, LLC | 0.01% | Add +309.5% | 647 | $184K |
| Bessemer Group Inc. | 0.00% | Add +555.2% | 629 | $179K |
| Oarsman Capital, Inc. | 0.03% | New | 630 | $179K |
| First United Bank & Trust | 0.06% | Reduce -3.2% | 598 | $170K |
| Financial Freedom, LLC | 0.09% | Add +0.2% | 596 | $169K |
| Venturi Wealth Management, LLC | 0.01% | Add +303.5% | 577 | $164K |
| Financial Perspectives, Inc | 0.06% | Add +0.2% | 574 | $163K |
| GW&K Investment Management, LLC | 0.00% | New | 574 | $163K |
| Main Management LLC | 0.01% | No change | 544 | $154K |
| Loomis Sayles & Co. L P | 0.00% | New | 544 | $154K |
| New England Capital Financial Advisors LLC | 0.08% | Add +0.4% | 542 | $154K |
| Optimum Investment Advisors | 0.07% | No change | 540 | $153K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 537 | $153K |
| Oakworth Capital, Inc. | 0.01% | Add +35.3% | 533 | $151K |
| WealthShield Partners, LLC | 0.02% | No change | 532 | $151K |
| MidAtlantic Capital Management, Inc. | 0.11% | No change | 519 | $147K |
| New Republic Capital, LLC | 0.08% | Reduce -48.5% | 515 | $146K |
| Atticus Wealth Management, LLC | 0.05% | Add +0.2% | 511 | $145K |
| Princeton Global Asset Management LLC | 0.03% | Add +4141.7% | 509 | $145K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.06% | Reduce -36.6% | 505 | $143K |
| Castleark Management LLC | 0.01% | No change | 500 | $142K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -2.3% | 38,403 | $139K |
| Peachtree Investment Partners, LLC | 0.05% | Add +0.2% | 490 | $139K |
| Signaturefd, LLC | 0.00% | Reduce -4.7% | 483 | $137K |
| Family Manage LLC | 0.02% | No change | 471 | $134K |
| Robinswood Financial LLC | 0.05% | Add +0.2% | 467 | $133K |
| Webster Bank, N. A. | 0.01% | No change | 459 | $130K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 457 | $130K |
| Rice Partnership, LLC | 0.03% | No change | 456 | $130K |
| Lazard Asset Management LLC | 0.00% | No change | 450 | $127K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -43.7% | 440 | $125K |
| Grove Bank & Trust | 0.02% | No change | 427 | $121K |
| Ancora Advisors LLC | 0.00% | No change | 426 | $121K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 419 | $119K |
| Carmichael Hill & Associates, Inc. | 0.04% | Add +59.9% | 411 | $117K |
| Asset Dedication, LLC | 0.01% | No change | 389 | $110K |
| Deutsche Bank AG | 0.00% | No change | 388 | $110K |
| United Community Bank | 0.04% | Reduce -8.7% | 387 | $110K |
| North Star Investment Management Corp. | 0.01% | Reduce -9.4% | 385 | $109K |
| Manchester Capital Management LLC | 0.01% | No change | 378 | $107K |
| Centennial Bank | 0.05% | Add +2.2% | 369 | $105K |
| Tidemark, LLC | 0.04% | Add +0.3% | 368 | $105K |
| CNB Bank | 0.05% | Reduce -24.9% | 367 | $104K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 367 | $104K |
| Arcadia Investment Management Corp. | 0.02% | No change | 360 | $102K |
| Dagco, Inc. | 0.04% | Add +17.0% | 351 | $100K |
| Continuum Advisory, LLC | 0.01% | Reduce -0.3% | 311 | $93K |
| Johnson Financial Group, Inc. | 0.00% | Add +406.3% | 324 | $92K |
| Mb, Levis & Associates, LLC | 0.05% | Add +0.3% | 323 | $92K |
| Northwest Financial Advisors | 0.07% | New | 304 | $86K |
| City State Bank | 0.03% | No change | 300 | $85K |
| Union Savings Bank | 0.04% | Reduce -4.6% | 289 | $82K |
| HighMark Wealth Management LLC | 0.04% | Add +186.0% | 286 | $81K |
| Fred Alger Management, LLC | 0.00% | Add +226.4% | 284 | $81K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 278 | $79K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 265 | $75K |
| Headlands Technologies LLC | 0.01% | New | 265 | $75K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 254 | $72K |
| Family Asset Management, LLC | 0.04% | No change | 252 | $72K |
| Sunbelt Securities, Inc. | 0.01% | Add +11.1% | 250 | $71K |
| Tortoise Investment Management, LLC | 0.01% | No change | 249 | $71K |
| BBJS Financial Advisors, LLC | 0.02% | Reduce -18.3% | 245 | $70K |
| Realta Investment Advisors | 0.03% | No change | 240 | $69K |
| Rhumbline Advisers | 0.00% | Add +48.1% | 240 | $68K |
| Standard Family Office LLC | 0.08% | No change | 235 | $67K |
| Bear Mountain Capital, Inc. | 0.03% | Reduce -7.3% | 230 | $66K |
| AlphaMark Advisors, LLC | 0.02% | No change | 225 | $64K |
| Tsfg, LLC | 0.01% | No change | 224 | $64K |
| CENTRAL TRUST Co | 0.00% | No change | 219 | $62K |
| West Paces Advisors Inc. | 0.01% | Reduce -39.3% | 216 | $61K |
| Richardson Capital Management LLC | 0.04% | Reduce -80.4% | 214 | $61K |
| Archer Investment Corp | 0.02% | Add +10.2% | 206 | $59K |
| General Partner, Inc. | 0.04% | No change | 200 | $57K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 199 | $56K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.5% | 196 | $56K |
| SouthState Bank Corp | 0.00% | Add +30.0% | 195 | $55K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 193 | $55K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 192 | $55K |
| National Bank of Canada | 0.00% | Reduce -11.6% | 190 | $54K |
| Semmax Financial Advisors Inc. | 0.01% | Add +0.6% | 174 | $54K |
| Horizon Bancorp Inc. | 0.02% | No change | 182 | $52K |
| Coston, McIsaac & Partners | 0.01% | No change | 183 | $51K |
| Milestone Investment Advisors LLC | 0.01% | No change | 175 | $50K |
| Aspire Private Capital, LLC | 0.01% | No change | 174 | $49K |
| Sage Mountain Advisors LLC | 0.00% | No change | 172 | $49K |
| Mendota Financial Group, LLC | 0.02% | No change | 170 | $48K |
| SRH Advisors, LLC | 0.01% | No change | 169 | $48K |
| Pittenger & Anderson Inc. | 0.00% | No change | 155 | $44K |
| Gleason Group, Inc. | 0.01% | Add +0.7% | 155 | $44K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 155 | $43K |
| Voisard Asset Management Group, Inc. | 0.02% | New | 150 | $43K |
| Cardinal Strategic Wealth Guidance | 0.01% | No change | 150 | $43K |
| Bank of New Hampshire | 0.01% | No change | 150 | $43K |
| West Branch Capital LLC | 0.01% | Add +0.7% | 149 | $42K |
| Syntax Research, Inc. | 0.03% | No change | 146 | $41K |
| VitalStone Financial, LLC | 0.03% | No change | 140 | $40K |
| Perkins Coie Trust Co | 0.01% | No change | 140 | $40K |
| SYM FINANCIAL Corp | 0.01% | No change | 140 | $40K |
| Richardson Financial Services Inc. | 0.03% | Add +100.0% | 144 | $39K |
| WASHINGTON TRUST Co | 0.00% | No change | 132 | $37K |
| Beacon Capital Management, LLC | 0.01% | No change | 131 | $37K |
| Provident Wealth Management, LLC | 0.01% | Add +3.2% | 129 | $37K |
| Peoples Bank | 0.02% | No change | 123 | $35K |
| Financial Gravity Companies, Inc. | 0.01% | — | 121 | $34K |
| Trust Co | 0.00% | No change | 119 | $34K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 118 | $33K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -1.7% | 115 | $33K |
| Bogart Wealth, LLC | 0.00% | No change | 115 | $33K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 110 | $31K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 110 | $31K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -0.9% | 109 | $31K |
| Caitlin John, LLC | 0.02% | No change | 98 | $30K |
| Kozak & Associates, Inc. | 0.01% | No change | 101 | $30K |
| Ransom Advisory, Ltd | 0.01% | No change | 100 | $28K |
| PSI Advisors, LLC | 0.01% | New | 100 | $28K |
| McIlrath & Eck, LLC | 0.00% | No change | 95 | $27K |
| GAMMA Investing LLC | 0.00% | No change | 95 | $27K |
| Versant Capital Management, Inc | 0.01% | Add +1.1% | 92 | $26K |
| Glassman Wealth Services | 0.00% | No change | 91 | $26K |
| Qube Research & Technologies Ltd | 0.00% | New | 91 | $26K |
| Pflug Koory, LLC | 0.00% | — | 90 | $26K |
| Clearstead Trust, LLC | 0.01% | No change | 88 | $25K |
| Creative Financial Designs Inc. | 0.00% | Add +2.5% | 83 | $24K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -11.8% | 82 | $23K |
| PFS Partners, LLC | 0.01% | Reduce -12.9% | 81 | $23K |
| City Holding Co. | 0.00% | No change | 80 | $23K |
| Mattson Financial Services, LLC | 0.01% | No change | 84 | $22K |
| Clear Point Advisors Inc. | 0.02% | Reduce -1.3% | 76 | $22K |
| Talon Private Wealth, LLC | 0.00% | — | 76 | $22K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 76 | $22K |
| Atwood & Palmer Inc. | 0.00% | No change | 75 | $21K |
| Private Capital Management LLC | 0.00% | No change | 74 | $21K |
| Avion Wealth | 0.01% | No change | 75 | $21K |
| Riverview Trust Co | 0.02% | Reduce -35.2% | 70 | $20K |
| Abound Wealth Management | 0.01% | No change | 68 | $19K |
| CoreCap Advisors, LLC | 0.00% | New | 67 | $19K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 64 | $18K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 60 | $17K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 58 | $16K |
| MCF Advisors LLC | 0.00% | No change | 58 | $16K |
| JNBA Financial Advisors | 0.00% | No change | 54 | $15K |
| Hanson & Doremus Investment Management | 0.00% | No change | 54 | $15K |
| Wolff Wiese Magana LLC | 0.01% | Add +18.2% | 52 | $15K |
| NewSquare Capital LLC | 0.00% | No change | 50 | $14K |
| Rise Advisors, LLC | 0.01% | No change | 49 | $14K |
| Copley Financial Group, Inc. | 0.01% | — | 48 | $14K |
| Integrity Financial Corp | 0.01% | No change | 48 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 48 | $14K |
| Legacy Investment Solutions, LLC | 0.01% | — | 41 | $13K |
| Legacy Wealth Managment, LLC | 0.01% | — | 41 | $13K |
| Evensky & Katz LLC | 0.00% | Reduce -8.9% | 41 | $12K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 42 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 41 | $12K |
| Founders Financial Alliance, LLC | 0.00% | Add +69.6% | 39 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 40 | $11K |
| Concord Wealth Partners | 0.00% | Add +216.7% | 38 | $11K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 38 | $11K |
| Salem Investment Counselors Inc. | 0.00% | No change | 37 | $11K |
| LRI Investments, LLC | 0.00% | Reduce -32.0% | 34 | $10K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 35 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 33 | $9K |
| Investors Research Corp | 0.00% | No change | 33 | $9K |
| Anchor Investment Management, LLC | 0.00% | New | 32 | $9K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -25.0% | 30 | $9K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $9K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 28 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 24 | $7K |
| Blume Capital Management, Inc. | 0.00% | New | 24 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $6K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 16 | $5K |
| Global Financial Private Client, LLC | 0.00% | No change | 15 | $4K |
| Kessler Investment Group, LLC | 0.00% | No change | 14 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 11 | $3K |
| Legend Financial Advisors, Inc. | 0.00% | No change | 11 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 10 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 9 | $3K |
| REAP Financial Group, LLC | 0.00% | No change | 9 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 8 | $2K |
| Activest Wealth Management | 0.00% | No change | 5 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 5 | $1K |
| Planned Solutions, Inc. | 0.00% | New | 4 | $1K |
| Operose Advisors LLC | 0.00% | No change | 4 | $1K |
| GoalVest Advisory LLC | 0.00% | No change | 4 | $1K |
| Darwin Wealth Management, LLC | 0.00% | New | 2 | $568 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $568 |
| Sachetta, LLC | 0.00% | New | 1 | $285 |
| Hexagon Capital Partners LLC | 0.00% | No change | 1 | $284 |
| Earned Wealth Advisors, LLC | 0.00% | New | 1 | $284 |
| Morton Brown Family Wealth, LLC | 0.00% | New | 1 | $284 |
"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.