iShares Russell 2000 GrowthIWOETF
13F holders, Q1 2026 (March 31)1,027holders −36
56new positions
78sold out
5famous investors
$313.11avg. 13F price*
At the end of Q1 2026, 1,027 institutions reported holding iShares Russell 2000 Growth (IWO) in their 13F filings, down 36 from Q4 2025. 56 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($864.0M) and Barings LLC ($484.3M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 2000 Growth
- CUSIP
- 464287648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $72.2M |
| Exits | 78 | $46.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,475,642 shares bought and 3,622,350 shares sold, net −2,146,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,027 holders
| Bank of America Corp. | 0.08% | Reduce -16.4% | 3,472,005 | $1.1B |
| Morgan Stanley | 0.05% | Add +5.1% | 2,753,342 | $864.0M |
| Barings LLC | 8.07% | Reduce -3.0% | 1,608,750 | $484.3M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -2.2% | 1,096,991 | $344.2M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -0.8% | 957,906 | $300.6M |
| Cassaday & Co Wealth Management LLC | 6.25% | Add +1.5% | 935,475 | $293.6M |
| Wells Fargo & Company | 0.05% | Reduce -6.0% | 730,324 | $229.2M |
| PNC Financial Services Group, Inc. | 0.11% | Add +0.6% | 616,540 | $193.5M |
| LPL Financial LLC | 0.05% | Add +0.7% | 576,867 | $181.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.69% | — | 575,822 | $180.7M |
| D.A. Davidson & Co. | 1.04% | Add +2.3% | 544,695 | $170.9M |
| UBS Group AG | 0.03% | Add +0.2% | 523,116 | $164.2M |
| Cohen Klingenstein LLC | 5.00% | Reduce -4.7% | 492,683 | $154.6M |
| TIAA Wealth Investment Management LLC | 1.07% | — | 466,740 | $140.5M |
| Raymond James Financial Inc. | 0.04% | Add +11.2% | 433,239 | $135.9M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -3.8% | 432,478 | $135.7M |
| Northern Trust Corp. | 0.02% | Reduce -4.7% | 430,460 | $135.1M |
| Citigroup Inc. | 0.08% | Add +86.6% | 415,194 | $130.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.21% | Add +20.2% | 410,500 | $128.8M |
| Royal Bank of Canada | 0.02% | Reduce -1.2% | 374,869 | $117.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -21.5% | 386,157 | $116.2M |
| FMR LLC | 0.01% | Add +17.0% | 357,770 | $112.3M |
| M&T Bank Corp | 0.36% | Reduce -0.9% | 351,267 | $110.2M |
| BNP Paribas Financial Markets | 0.07% | Add +1.2% | 343,304 | $107.7M |
| Commerce Bank | 0.40% | Add +2.8% | 265,635 | $83.4M |
| Corient Private Wealth LP | 0.11% | Reduce -7.2% | 242,597 | $76.1M |
| Financial Engines Advisors L.L.C. | 0.15% | Reduce -6.3% | 238,068 | $74.7M |
| Cetera Investment Advisers | 0.08% | Reduce -5.0% | 230,267 | $72.3M |
| Badgley Phelps Wealth Managers, LLC | 1.40% | Add +0.5% | 224,148 | $70.3M |
| Alliancebernstein L.P. | 0.02% | Reduce -1.3% | 214,635 | $69.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.4% | 206,852 | $64.9M |
| Pacific Life Fund Advisors LLC | 7.29% | Add +42.0% | 202,351 | $63.5M |
| Creative Planning | 0.04% | Reduce -4.7% | 175,424 | $55.0M |
| Brown Advisory Inc. | 0.09% | Reduce -20.0% | 174,091 | $54.6M |
| Sei Investments Co. | 0.05% | Reduce -2.7% | 166,044 | $52.1M |
| US Bancorp \de | 0.06% | Add +1.9% | 162,958 | $51.1M |
| Ameriprise Financial Inc. | 0.01% | Add +5.2% | 160,455 | $50.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +19.1% | 151,451 | $47.5M |
| Jones Financial Companies LLLP | 0.02% | Add +31.0% | 149,885 | $46.1M |
| Keybank National Association | 0.17% | Reduce -0.2% | 145,834 | $45.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -24.0% | 136,407 | $43.4M |
| Rockefeller Capital Management L.P. | 0.08% | Add +0.5% | 136,422 | $42.8M |
| Cresset Asset Management, LLC | 0.18% | Reduce -4.9% | 132,548 | $41.6M |
| Fifth Third Bancorp | 0.07% | Add +154.2% | 125,396 | $39.4M |
| Pathstone Holdings, LLC | 0.15% | Reduce -12.6% | 121,528 | $38.1M |
| Truist Financial Corp. | 0.05% | Reduce -2.6% | 119,987 | $37.7M |
| Choreo, LLC | 0.44% | Reduce -0.2% | 113,231 | $35.5M |
| Focus Partners Wealth | 0.04% | Reduce -2.0% | 108,191 | $34.0M |
| Fort Washington Investment Advisors Inc. | 0.19% | No change | 106,920 | $33.6M |
| MAI Capital Management | 0.18% | Add +0.0% | 103,350 | $32.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -34.0% | 94,219 | $29.6M |
| Hantz Financial Services, Inc. | 0.44% | Add +9.3% | 91,838 | $28.8M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Reduce -4.0% | 88,846 | $27.9M |
| Silvercrest Asset Management Group LLC | 0.19% | Reduce -7.0% | 82,409 | $25.9M |
| Moneta Group Investment Advisors LLC | 0.19% | Reduce -3.4% | 79,892 | $25.1M |
| Captrust Financial Advisors | 0.04% | Add +0.3% | 79,550 | $25.0M |
| WoodTrust Financial Corp | 3.19% | Reduce -10.8% | 78,777 | $24.7M |
| Bank of Montreal | 0.01% | Reduce -0.7% | 78,284 | $24.6M |
| Stifel Financial Corp. | 0.02% | Reduce -22.6% | 75,549 | $23.7M |
| Stephens Group Asset Management, LLC | 1.51% | Add +0.6% | 75,294 | $23.6M |
| HighTower Advisors, LLC | 0.02% | Add +0.1% | 72,950 | $22.9M |
| VAUGHAN & Co SECURITIES, INC. | 11.88% | Reduce -1.9% | 72,425 | $22.7M |
| Cerity Partners LLC | 0.03% | Add +6.6% | 72,245 | $22.7M |
| Geneva Capital Management LLC | 0.47% | Add +14.2% | 70,677 | $22.2M |
| GTS Securities LLC | 0.77% | Add +493.3% | 69,271 | $21.7M |
| Droms Strauss Advisors Inc. /Mo/ | 5.62% | Add +2.5% | 68,531 | $21.5M |
| Confluence Wealth Services, Inc. | 0.79% | Add +8.4% | 64,549 | $20.3M |
| MML Investors Services, LLC | 0.06% | Reduce -11.4% | 64,400 | $20.2M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 62,141 | $19.5M |
| Mariner, LLC | 0.02% | Reduce -4.0% | 61,656 | $19.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | New | 61,400 | $19.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +1.4% | 61,280 | $19.2M |
| Powell Investment Advisors, LLC | 6.62% | Add +1.4% | 61,157 | $19.2M |
| First Horizon Corp. | 0.80% | Add +15.4% | 61,150 | $19.2M |
| Waldron Private Wealth LLC | 0.74% | Reduce -7.2% | 60,860 | $19.1M |
| BlackRock, Inc. | 0.00% | Reduce -15.0% | 59,742 | $18.7M |
| D. E. Shaw & Co. | 0.02% | Add +253.3% | 57,516 | $18.0M |
| Avantax Planning Partners, Inc. | 0.47% | Add +1.3% | 54,775 | $17.2M |
| AMG National Trust Bank | 0.36% | Reduce -0.1% | 52,539 | $16.5M |
| AdvisorShares Investments LLC | 2.98% | New | 52,096 | $16.3M |
| Baird Financial Group, Inc. | 0.03% | Add +2.1% | 51,572 | $16.2M |
| Wellington Management Group LLP | 0.00% | Reduce -39.8% | 50,752 | $15.9M |
| Courier Capital LLC | 0.86% | Add +2.7% | 49,088 | $15.4M |
| Wealthspire Advisors, LLC | 0.12% | Reduce -1.3% | 48,736 | $15.3M |
| LMG Wealth Partners, LLC | 2.70% | Add +2.4% | 47,263 | $14.8M |
| Summit Financial, LLC | 0.18% | Add +12.9% | 45,836 | $14.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +1.0% | 45,137 | $14.2M |
| Tobias Financial Advisors, Inc. | 1.85% | Reduce -2.4% | 42,405 | $13.3M |
| Allworth Financial LP | 0.05% | Reduce -0.5% | 41,681 | $13.1M |
| Whittier Trust Co. of Nevada Inc. | 0.26% | No change | 40,104 | $12.8M |
| RTD Financial Advisors, Inc. | 1.58% | Reduce -4.7% | 40,853 | $12.8M |
| Shepherd Financial Partners LLC | 1.21% | Reduce -1.6% | 40,801 | $12.8M |
| Blair William & Co. | 0.04% | Add +4.5% | 39,343 | $12.3M |
| Pinnacle Financial Partners, Inc. | 0.09% | Add +0.1% | 39,223 | $12.3M |
| Waverly Advisors, LLC | 0.09% | Reduce -2.8% | 39,042 | $12.3M |
| HSBC Holdings PLC | 0.01% | Add +35.5% | 38,952 | $12.2M |
| Hillcrest Wealth Advisors - NY, LLC | 4.93% | Add +3.3% | 38,800 | $12.2M |
| Quent Capital, LLC | 0.86% | Reduce -3.6% | 38,637 | $12.1M |
| William Blair Investment Management, LLC | 0.04% | Add +404.9% | 38,173 | $12.0M |
| Bronte Capital Management Pty Ltd. | 1.25% | New | 37,542 | $11.8M |
| Tiaa Trust, National Association | 0.68% | Reduce -97.4% | 35,571 | $11.2M |
| Corundum Group, Inc. | 3.70% | Add +3.0% | 35,314 | $11.1M |
| Fund Evaluation Group, LLC | 0.34% | No change | 35,156 | $11.0M |
| Strategic Equity Management | 3.93% | Reduce -19.1% | 33,296 | $10.4M |
| Franklin Resources Inc. | 0.00% | Add +4.0% | 32,991 | $10.4M |
| Bokf, NA | 0.16% | Add +73.2% | 32,893 | $10.3M |
| Tower Research Capital LLC (TRC) | 0.27% | Add +3200.5% | 32,741 | $10.3M |
| Susquehanna International Group, LLP | 0.01% | Add +593.6% | 32,729 | $10.3M |
| Stephens Inc. | 0.13% | Add +9.6% | 32,709 | $10.3M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -7.5% | 32,157 | $10.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.2% | 31,384 | $9.8M |
| Axiom Investors LLC | 0.11% | Reduce -35.2% | 30,500 | $9.6M |
| Sanctuary Advisors, LLC | 0.05% | Add +0.7% | 28,633 | $9.0M |
| CIBC Bancorp USA Inc. | 0.01% | — | 27,673 | $8.7M |
| OFS Enterprise LLC | 2.55% | — | 27,622 | $8.7M |
| Natixis Advisors, LLC | 0.01% | Add +3.1% | 27,367 | $8.6M |
| Glenmede Trust Co. NA | 0.04% | Add +1.1% | 27,317 | $8.6M |
| Team Hewins, LLC | 2.50% | Reduce -0.8% | 26,825 | $8.4M |
| Flaharty Asset Management, LLC | 1.04% | Reduce -3.1% | 26,652 | $8.4M |
| Kingsview Wealth Management, LLC | 0.11% | Add +721.4% | 26,408 | $8.3M |
| Erickson Financial Group, LLC | 5.19% | Add +0.7% | 26,371 | $8.3M |
| Equitable Holdings, Inc. | 0.05% | Add +25.0% | 25,711 | $8.3M |
| NewEdge Advisors, LLC | 0.03% | Reduce -13.6% | 25,755 | $8.1M |
| EP Wealth Advisors, LLC | 0.04% | Add +0.1% | 25,349 | $8.0M |
| 360 Financial, Inc. | 2.38% | Add +1.3% | 25,159 | $7.9M |
| Modera Wealth Management, LLC | 0.09% | Add +0.6% | 24,567 | $7.7M |
| Johnson Investment Counsel Inc. | 0.06% | Reduce -3.3% | 24,370 | $7.6M |
| Thoma Capital Management LLC | 4.48% | Reduce -8.8% | 24,118 | $7.6M |
| Whittier Trust Co. | 0.08% | Add +0.1% | 23,276 | $7.4M |
| MidFirst Bank | 0.62% | Add +2.8% | 23,691 | $7.4M |
| LBJ Family Wealth Advisors, Ltd. | 4.34% | Reduce -3.4% | 24,588 | $7.4M |
| LWM Advisors Inc. | 6.33% | Add +3.1% | 23,260 | $7.3M |
| Savant Capital, LLC | 0.03% | Reduce -2.0% | 22,916 | $7.2M |
| HB Wealth Management, LLC | 0.05% | Reduce -0.5% | 22,856 | $7.2M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +1.8% | 22,315 | $7.0M |
| Fortis Group Advisors, LLC | 1.13% | Reduce -56.4% | 19,030 | $6.8M |
| Yarbrough Capital, LLC | 0.24% | Reduce -75.9% | 21,764 | $6.8M |
| Flow Traders U.S. LLC | 0.22% | Add +47.1% | 21,733 | $6.8M |
| Noble Family Wealth, LLC | 1.39% | No change | 21,468 | $6.7M |
| Heck Capital Advisors, LLC | 0.48% | Add +305.5% | 20,670 | $6.5M |
| XML Financial, LLC | 0.52% | Reduce -1.1% | 20,488 | $6.4M |
| Fiduciary Trust Co | 0.08% | Reduce -1.5% | 20,454 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +10.0% | 20,431 | $6.4M |
| Avidian Wealth Enterprises, LLC | 0.20% | Add +4.9% | 20,405 | $6.4M |
| Occidental Asset Management, LLC | 0.76% | Reduce -6.9% | 20,356 | $6.4M |
| Cwm, LLC | 0.02% | Reduce -1.8% | 19,864 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.3% | 19,677 | $6.2M |
| Farther Finance Advisors, LLC | 0.06% | Add +334.7% | 19,160 | $6.1M |
| Bailard, Inc. | 0.14% | No change | 18,963 | $6.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +11.5% | 18,716 | $5.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -8.6% | 18,585 | $5.8M |
| Rodgers & Associates, LTD | 0.59% | Reduce -1.9% | 18,571 | $5.8M |
| Mechanics Bank Trust Department | 0.80% | Add +2.0% | 18,464 | $5.8M |
| Tritonpoint Wealth, LLC | 0.61% | Reduce -0.1% | 18,215 | $5.7M |
| Mach-1 Financial Group, LLC | 2.00% | Add +227.9% | 18,137 | $5.7M |
| Harbor Investment Advisory, LLC | 0.45% | Reduce -2.0% | 18,130 | $5.7M |
| Foundation Wealth Management, LLC | 3.84% | Reduce -1.8% | 18,106 | $5.7M |
| First Citizens Bank & Trust Co. | 0.12% | Reduce -1.8% | 17,889 | $5.6M |
| Ieq Capital, LLC | 0.03% | Add +0.1% | 17,857 | $5.6M |
| Summit Wealth Group LLC / Co. | 0.59% | Add +175.8% | 17,785 | $5.6M |
| InvesTrust | 2.32% | Reduce -0.1% | 17,590 | $5.5M |
| Farmers & Merchants Investments Inc. | 0.15% | No change | 17,311 | $5.4M |
| Clearbridge Investments, LLC | 0.00% | Add +1.0% | 16,968 | $5.3M |
| Idaho Trust Co | 1.72% | Reduce -25.1% | 16,859 | $5.3M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -3.9% | 16,837 | $5.3M |
| Stock Yards Bank & Trust Co. | 0.16% | Add +7.3% | 16,521 | $5.2M |
| Optiver Holding B.V. | 0.20% | Add +998.0% | 16,503 | $5.2M |
| Moneywise, Inc. | 2.24% | Reduce -24.1% | 16,363 | $5.1M |
| Cullen/Frost Bankers, Inc. | 0.06% | Reduce -1.9% | 16,149 | $5.1M |
| Arax Advisory Partners | 0.14% | Add +92.9% | 15,400 | $4.8M |
| Quadrant Capital Group LLC | 0.14% | No change | 15,225 | $4.8M |
| Jane Street Group, LLC | 0.01% | Reduce -10.6% | 14,967 | $4.7M |
| Carbahal Olsen Financial Services Group, LLC | 3.68% | Add +0.8% | 14,677 | $4.6M |
| Citadel Advisors | 0.00% | Reduce -32.5% | 14,507 | $4.6M |
| Prudential Financial Inc. | 0.01% | Reduce -21.4% | 14,351 | $4.5M |
| Fifth Third Securities, Inc. | 0.29% | Add +52.1% | 14,277 | $4.5M |
| AE Wealth Management LLC | 0.02% | Reduce -94.7% | 14,178 | $4.4M |
| Stevens Capital Partners | 1.07% | Add +10.1% | 14,177 | $4.4M |
| Fell Capital Management | 4.22% | Add +8.9% | 14,104 | $4.4M |
| Welch & Forbes LLC | 0.06% | No change | 13,980 | $4.4M |
| Vance Wealth, LLC | 1.27% | Add +8.8% | 13,958 | $4.4M |
| DT Investment Partners, LLC | 0.36% | Add +3.2% | 13,719 | $4.3M |
| Lowery Thomas, LLC | 2.44% | Reduce -1.1% | 13,607 | $4.3M |
| Finley Financial, LLC | 1.99% | Reduce -0.7% | 13,555 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -1.2% | 13,495 | $4.2M |
| Connective Capital Management, LLC | 3.49% | No change | 13,453 | $4.2M |
| Crescent Grove Advisors, LLC | 0.40% | Reduce -3.5% | 12,952 | $4.1M |
| XTX Topco Ltd | 0.07% | Add +63.5% | 12,872 | $4.0M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -1.3% | 12,788 | $4.0M |
| Instrumental Wealth, LLC | 2.46% | Add +1.6% | 12,745 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -4.1% | 12,502 | $3.9M |
| Wealth Enhancement Trust Services, Inc. | 0.47% | Reduce -8.5% | 12,441 | $3.9M |
| Regions Financial Corp. | 0.02% | Reduce -3.1% | 12,222 | $3.8M |
| Sequent Asset Management, LLC | 1.83% | Reduce -52.4% | 12,209 | $3.8M |
| LGL Partners, LLC | 1.57% | Add +0.0% | 12,118 | $3.8M |
| Echo45 Advisors LLC | 2.10% | Add +1.4% | 11,911 | $3.7M |
| Sowell Financial Services LLC | 0.14% | Add +40.8% | 11,886 | $3.7M |
| Ashford Capital Management Inc. | 0.46% | Reduce -0.2% | 11,837 | $3.7M |
| Montecito Bank & Trust | 0.61% | Reduce -0.3% | 11,768 | $3.7M |
| Tradition Wealth Management, LLC | 0.26% | Add +0.4% | 11,728 | $3.7M |
| CFS Investment Advisory Services, LLC | 0.25% | Reduce -1.0% | 10,308 | $3.7M |
| Quantum Portfolio Management LLC | 1.60% | Add +1.9% | 11,687 | $3.7M |
| Carnegie Investment Counsel | 0.07% | Reduce -2.5% | 11,575 | $3.6M |
| Parkside Financial Bank & Trust | 0.28% | Add +13.2% | 11,492 | $3.6M |
| St. Louis Trust Co | 0.42% | No change | 11,467 | $3.6M |
| Bare Financial Services, Inc | 0.95% | Reduce -3.7% | 11,420 | $3.6M |
| Sacks & Associates, LLC | 2.66% | Add +0.0% | 11,399 | $3.6M |
| Versant Capital Management, Inc | 0.35% | Add +5627.6% | 11,398 | $3.6M |
| Rehmann Capital Advisory Group | 0.19% | Add +13.5% | 11,372 | $3.6M |
| Riverbridge Partners LLC | 0.09% | Reduce -28.4% | 11,144 | $3.5M |
| Larson Financial Group LLC | 0.11% | Reduce -11.1% | 11,056 | $3.5M |
| VestGen Advisors, LLC | 0.10% | Reduce -1.9% | 9,371 | $3.5M |
| Simon Quick Advisors, LLC | 0.15% | Reduce -3.6% | 10,797 | $3.4M |
| AQR Capital Management | 0.00% | Reduce -15.6% | 10,787 | $3.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -15.5% | 10,638 | $3.3M |
| Midwest Professional Planners, LTD. | 0.78% | Add +3.9% | 10,540 | $3.3M |
| Independent Advisor Alliance | 0.04% | Add +172.0% | 10,505 | $3.3M |
| Stephen J. Garry & Associates, LLC | 2.64% | Add +0.4% | 10,477 | $3.3M |
| Midwest Trust Co | 0.04% | Reduce -6.0% | 10,432 | $3.3M |
| Foundations Investment Advisors, LLC | 0.04% | Add +972.5% | 10,425 | $3.3M |
| Atlas Brown,Inc. | 0.97% | Reduce -0.4% | 10,302 | $3.2M |
| Moody LYNN Lieberson & Walker, LLC | 0.18% | No change | 10,299 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Reduce -16.7% | 10,134 | $3.2M |
| CreativeOne Wealth, LLC | 0.07% | Add +1.1% | 10,114 | $3.2M |
| First Foundation Advisors | 0.13% | Add +10.6% | 10,099 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.4% | 10,053 | $3.2M |
| Merit Financial Group, LLC | 0.02% | Add +56.4% | 10,031 | $3.1M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.6% | 9,806 | $3.1M |
| Assetmark, Inc. | 0.01% | Reduce -26.9% | 9,777 | $3.1M |
| MV Capital Management, Inc. | 0.30% | Add +7.2% | 9,771 | $3.1M |
| Brighton Jones LLC | 0.07% | New | 9,670 | $3.0M |
| Clearstead Advisors, LLC | 0.03% | Reduce -4.0% | 9,599 | $3.0M |
| Golden State Wealth Management, LLC | 0.33% | Reduce -2.9% | 9,574 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Add +0.1% | 9,519 | $3.0M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -2.1% | 8,260 | $3.0M |
| Vanguard National Trust Co | 0.19% | — | 9,500 | $3.0M |
| Arkadios Wealth Advisors | 0.05% | Add +1.8% | 9,482 | $3.0M |
| SGL Investment Advisors, Inc. | 1.12% | Add +9.7% | 7,931 | $3.0M |
| Geneos Wealth Management Inc. | 0.07% | Add +1.7% | 9,297 | $2.9M |
| Tompkins Financial Corp. | 0.23% | No change | 9,238 | $2.9M |
| Widmann Financial Services, Inc. | 1.72% | Add +0.1% | 9,208 | $2.9M |
| Congress Asset Management Co. | 0.02% | Reduce -88.0% | 9,191 | $2.9M |
| Grey Fox Wealth Advisors, LLC | 0.56% | Reduce -1.9% | 9,170 | $2.9M |
| BBR Partners, LLC | 0.16% | No change | 9,163 | $2.9M |
| Lido Advisors, LLC | 0.01% | Reduce -22.3% | 9,121 | $2.9M |
| Citizens Financial Group Inc. | 0.04% | Add +12.0% | 9,021 | $2.8M |
| Sand Hill Global Advisors, LLC | 0.09% | No change | 8,984 | $2.8M |
| Ticino Wealth | 0.98% | Reduce -9.9% | 7,591 | $2.8M |
| Mill Creek Capital Advisors, LLC | 0.06% | No change | 8,964 | $2.8M |
| One Capital Management, LLC | 0.08% | Add +21.4% | 8,856 | $2.8M |
| Investment Partners, LTD. | 0.97% | Reduce -1.0% | 8,658 | $2.7M |
| Corsair Capital Management, L.P. | 0.40% | No change | 8,484 | $2.7M |
| 1834 Investment Advisors Co. | 0.32% | Reduce -0.6% | 8,262 | $2.6M |
| World Investment Advisors | 0.04% | Add +22.4% | 8,249 | $2.6M |
| Dorsey & Whitney Trust CO LLC | 0.14% | No change | 8,240 | $2.6M |
| &partners | 0.01% | Reduce -57.6% | 7,785 | $2.5M |
| Whitegate Investment Counselors, Inc. | 0.78% | No change | 7,823 | $2.5M |
| Legacy Edge Advisors, LLC | 0.25% | Reduce -2.2% | 7,614 | $2.4M |
| Hilltop Holdings Inc. | 0.22% | Reduce -0.9% | 7,604 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Add +8.1% | 7,519 | $2.4M |
| Legacy Bridge, LLC | 0.90% | Add +2.3% | 7,503 | $2.4M |
| Principal Financial Group Inc. | 0.00% | Add +21.0% | 7,500 | $2.4M |
| Washington Trust Bank | 0.17% | No change | 7,499 | $2.4M |
| Relyea Zuckerberg Hanson LLC | 0.24% | Reduce -5.5% | 7,499 | $2.4M |
| Grey Ledge Advisors, LLC | 0.52% | Add +7.0% | 7,402 | $2.3M |
| Chemung Canal Trust Co. | 0.47% | No change | 7,321 | $2.3M |
| Blue Trust, Inc. | 0.03% | Reduce -7.0% | 7,315 | $2.3M |
| Fiera Capital Corp | 0.01% | Reduce -88.2% | 7,309 | $2.3M |
| Index Technologies Group LLC | 2.42% | Add +1.8% | 7,092 | $2.2M |
| Gotham Asset Management | 0.01% | No change | 7,064 | $2.2M |
| Private Wealth Asset Management, LLC | 0.23% | No change | 6,987 | $2.2M |
| Visionary Wealth Advisors | 0.10% | Add +0.6% | 6,970 | $2.2M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -7.0% | 6,949 | $2.2M |
| Zions Bancorporation, National Association | 0.14% | Reduce -40.2% | 6,924 | $2.2M |
| Luts & Greenleigh Group, Inc. | 1.72% | Add +0.6% | 6,923 | $2.2M |
| Kelsey Financial, LLC | 1.88% | Add +20.4% | 6,861 | $2.2M |
| Somerset Group LLC | 1.59% | No change | 5,990 | $2.1M |
| jvl associates llc | 0.71% | No change | 6,750 | $2.1M |
| Sonata Capital Group Inc. | 0.78% | Reduce -0.3% | 6,714 | $2.1M |
| JMG Financial Group, Ltd. | 0.06% | No change | 6,663 | $2.1M |
| Financial Sense Advisors, Inc. | 0.48% | Add +454.1% | 6,594 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.9% | 6,475 | $2.0M |
| Rice Hall James & Associates, LLC | 0.11% | Reduce -75.6% | 6,472 | $2.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | No change | 6,088 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.7% | 6,324 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +20.4% | 6,221 | $2.0M |
| Fifth Third Wealth Advisors LLC | 0.07% | Reduce -1.1% | 6,137 | $1.9M |
| Texas Yale Capital Corp. | 0.05% | Reduce -0.0% | 6,076 | $1.9M |
| Sentinel Advisory Group, LLC | 0.93% | — | 6,056 | $1.9M |
| Private Advisory Group LLC | 0.13% | New | 6,032 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +9.5% | 6,004 | $1.9M |
| TimesSquare Capital Management, LLC | 0.03% | New | 6,000 | $1.9M |
| Sigma Planning Corp | 0.05% | Reduce -0.6% | 5,919 | $1.9M |
| Haverford Trust Co | 0.02% | Reduce -1.0% | 5,909 | $1.9M |
| Eukles Asset Management | 0.81% | Add +10.4% | 5,821 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -1.0% | 5,785 | $1.8M |
| Highland Capital Management, LLC | 0.09% | Reduce -3.3% | 5,694 | $1.8M |
| Dakota Wealth Management | 0.04% | Reduce -29.3% | 5,689 | $1.8M |
| McAdam, LLC | 0.08% | Reduce -2.6% | 5,649 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -7.2% | 5,626 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +18.3% | 5,604 | $1.8M |
| Steel Grove Capital Advisors, LLC | 0.18% | Reduce -1.3% | 5,578 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.15% | Add +14.4% | 5,512 | $1.7M |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 5,500 | $1.7M |
| Eagle Strategies LLC | 0.20% | Reduce -0.0% | 5,403 | $1.7M |
| BTC Capital Management, Inc. | 0.11% | No change | 5,394 | $1.7M |
| Foundation Wealth Management, LLC\PA | 0.60% | Reduce -4.4% | 5,386 | $1.7M |
| RPg Family Wealth Advisory, LLC | 0.35% | Add +6.6% | 5,386 | $1.7M |
| Risk Paradigm Group, LLC | 1.44% | Add +4.1% | 5,379 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +4.0% | 5,359 | $1.7M |
| Equitable Trust Co. | 0.08% | Add +2.3% | 5,352 | $1.7M |
| Shakespeare Wealth Management, LLC | 0.40% | Reduce -2.3% | 5,338 | $1.7M |
| Stronghold Wealth Management L.L.C. | 2.50% | Add +0.3% | 5,268 | $1.7M |
| Krilogy Financial LLC | 0.05% | Add +22.9% | 4,711 | $1.6M |
| Decision Investments, Inc. | 1.86% | Reduce -4.0% | 5,222 | $1.6M |
| American State Bank (Iowa) | 0.78% | Add +4.9% | 5,192 | $1.6M |
| Jasper Ridge Partners, L.P. | 0.04% | No change | 5,145 | $1.6M |
| Lewis Asset Management, LLC | 0.66% | No change | 5,136 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Reduce -10.7% | 5,135 | $1.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.75% | New | 5,130 | $1.6M |
| Mather Group, Llc. | 0.02% | Reduce -0.1% | 5,112 | $1.6M |
| Meramec Financial Planners, LLC | 0.63% | Reduce -16.4% | 4,462 | $1.6M |
| Compound Planning, Inc. | 0.05% | Add +19.7% | 5,079 | $1.6M |
| Curated Wealth Partners LLC | 0.20% | Reduce -75.6% | 5,075 | $1.6M |
| Pointe Capital Management LLC | 0.78% | Add +6.4% | 5,039 | $1.6M |
| Meridian Wealth Management, LLC | 0.06% | Add +3.1% | 5,037 | $1.6M |
| HRT Financial LP | 0.00% | Add +64.3% | 5,021 | $1.6M |
| Ironwood Financial, llc | 0.27% | Reduce -3.1% | 4,983 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -0.5% | 4,942 | $1.6M |
| Sterling Capital Management LLC | 0.03% | Add +23.9% | 4,928 | $1.5M |
| Jackson, Grant Investment Advisers, Inc. | 0.52% | Reduce -2.8% | 4,916 | $1.5M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -8.1% | 4,862 | $1.5M |
| Tranquility Partners, LLC | 0.57% | Add +6.2% | 4,969 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -37.4% | 4,797 | $1.5M |
| MWA Asset Management | 0.82% | Add +1.8% | 4,784 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -22.2% | 4,739 | $1.5M |
| Trust Point Inc. | 0.13% | Reduce -1.5% | 4,734 | $1.5M |
| Affinity Capital Advisors, LLC | 0.21% | Reduce -4.1% | 4,668 | $1.5M |
| Chatham Capital Group, Inc. | 0.21% | Reduce -1.5% | 4,645 | $1.5M |
| Appleton Partners Inc. | 0.10% | Reduce -0.4% | 4,619 | $1.4M |
| Naviter Wealth, LLC | 0.18% | No change | 4,560 | $1.4M |
| Chicago Capital, LLC | 0.04% | Reduce -0.3% | 4,466 | $1.4M |
| UMB Bank, n.a. | 0.02% | Reduce -5.7% | 4,464 | $1.4M |
| Vawter Financial, Ltd. | 0.59% | Reduce -2.2% | 4,462 | $1.4M |
| Navis Wealth Advisors, LLC | 0.71% | Reduce -17.5% | 4,451 | $1.4M |
| Boston Family Office LLC | 0.09% | No change | 4,441 | $1.4M |
| Cornerstone Wealth Advisors, Inc. | 0.32% | Reduce -14.1% | 4,398 | $1.4M |
| Allium Financial Advisors, LLC | 1.11% | No change | 4,397 | $1.4M |
| Aft, Forsyth & Company, Inc. | 0.65% | Reduce -0.6% | 4,382 | $1.4M |
| Valeo Financial Advisors, LLC | 0.03% | Add +4.0% | 4,372 | $1.4M |
| Lighthouse Financial LLC | 0.83% | Reduce -2.2% | 4,360 | $1.4M |
| Armstrong, Fleming & Moore, Inc | 0.57% | No change | 4,308 | $1.4M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -21.8% | 4,301 | $1.3M |
| SilverOak Wealth Management LLC | 0.21% | Reduce -2.1% | 4,260 | $1.3M |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -4.8% | 4,191 | $1.3M |
| Integrated Advisors Network LLC | 0.07% | Reduce -1.0% | 4,171 | $1.3M |
| TD Private Client Wealth LLC | 0.03% | Add +15.0% | 4,109 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -4.8% | 4,081 | $1.3M |
| Veery Capital, LLC | 0.39% | No change | 4,051 | $1.3M |
| Fortitude Family Office, LLC | 0.28% | No change | 3,995 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -37.3% | 3,985 | $1.3M |
| Mma Asset Management LLC | 0.44% | Add +3.5% | 3,955 | $1.2M |
| NBT Bank, N.A. | 0.08% | Add +4.4% | 3,882 | $1.2M |
| Diversified Trust Co. | 0.02% | Add +7.0% | 3,859 | $1.2M |
| Frederick Financial Consultants, LLC | 0.60% | Reduce -1.6% | 3,846 | $1.2M |
| Bragg Financial Advisors, Inc | 0.04% | Add +0.2% | 3,842 | $1.2M |
| Intrepid Financial Planning Group LLC | 0.49% | Add +5.1% | 3,799 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -47.6% | 3,823 | $1.2M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -4.7% | 3,233 | $1.2M |
| Allstreet Capital Advisors LLC | 0.88% | Add +4.0% | 3,783 | $1.2M |
| Intrua Financial, LLC | 0.13% | Reduce -35.6% | 3,770 | $1.2M |
| Fiduciary Alliance LLC | 0.07% | Add +8.1% | 3,375 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -40.5% | 3,735 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.08% | No change | 3,712 | $1.2M |
| Betterment LLC | 0.00% | Add +54.1% | 3,694 | $1.2M |
| Smartleaf Asset Management LLC | 0.04% | Add +30.4% | 3,846 | $1.2M |
| Aspiriant, LLC | 0.03% | Reduce -3.5% | 3,634 | $1.1M |
| Lanark Financial, Inc. | 0.08% | Add +2.0% | 3,579 | $1.1M |
| Wesbanco Bank Inc. | 0.03% | Add +4.8% | 3,576 | $1.1M |
| Insight 2811, Inc. | 0.49% | Add +0.7% | 3,558 | $1.1M |
| Riversedge Advisors, LLC | 0.18% | No change | 3,557 | $1.1M |
| Davidson Trust Co. | 0.48% | Add +3.0% | 3,545 | $1.1M |
| Walsh & Associates, LLC | 1.10% | Add +0.3% | 3,537 | $1.1M |
| Bayban | 0.96% | No change | 3,531 | $1.1M |
| Centaurus Financial, Inc. | 0.05% | Reduce -11.6% | 3,523 | $1.1M |
| First National Bank Sioux Falls | 0.30% | No change | 3,159 | $1.1M |
| Guidance Point Advisors, LLC | 0.27% | Add +0.5% | 3,499 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.38% | No change | 3,469 | $1.1M |
| Townsend Asset Management Corp. /NC/ | 0.39% | Add +1.9% | 3,436 | $1.1M |
| Clarion Wealth Managment Partners, LLC | 0.97% | Reduce -1.1% | 3,408 | $1.1M |
| Forum Finance Group S.A. | 0.58% | — | 4,185 | $1.1M |
| Quadcap Wealth Management, LLC | 0.12% | Add +1.2% | 3,400 | $1.1M |
| Keudell/Morrison Wealth Management | 0.22% | No change | 3,399 | $1.1M |
| Ironwood Investment Counsel, LLC | 0.15% | Add +0.4% | 3,368 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.35% | No change | 3,348 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +53.1% | 3,303 | $1.0M |
| GC Wealth Management RIA, LLC | 0.04% | Add +221.6% | 3,296 | $1.0M |
| Savvy Advisors, Inc. | 0.03% | Add +131.1% | 3,295 | $1.0M |
| Stonebridge Financial Planning Group, LLC | 0.38% | Reduce -8.2% | 3,281 | $1.0M |
| FAS Wealth Partners, Inc. | 0.06% | Add +4.6% | 3,235 | $1.0M |
| Integrity Alliance, Llc. | 0.04% | Reduce -1.2% | 3,226 | $1.0M |
| Canandaigua National Corp. | 0.09% | — | 3,219 | $1.0M |
| Diversified Management Inc. | 0.17% | Add +24.4% | 3,211 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +6.7% | 3,207 | $1.0M |
| Independent Financial Group, LLC | 0.02% | Reduce -1.9% | 3,181 | $998K |
| Acima Private Wealth, LLC | 0.31% | No change | 3,170 | $995K |
| Allegheny Financial Group | 0.13% | Add +0.0% | 3,144 | $987K |
| First Business Financial Services, Inc. | 0.09% | No change | 3,132 | $983K |
| Old National Bancorp | 0.02% | No change | 3,123 | $980K |
| Prosperity Planning, Inc. | 0.35% | Reduce -0.9% | 3,116 | $978K |
| First Bancorp, Inc | 0.48% | Reduce -4.6% | 3,110 | $976K |
| Northwest & Ethical Investments L.P. | 0.02% | New | 3,049 | $975K |
| AMJ Financial Wealth Management | 0.23% | New | 3,083 | $967K |
| Brookstone Capital Management | 0.01% | Reduce -1.3% | 3,055 | $959K |
| Huntington National Bank | 0.01% | New | 3,034 | $952K |
| Garde Capital, Inc. | 0.06% | Add +5.3% | 3,008 | $944K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 3,000 | $941K |
| Renasant Bank | 0.66% | Reduce -0.8% | 2,974 | $933K |
| Bishop & Co Investment Management, LLC | 0.32% | Reduce -82.0% | 2,967 | $931K |
| JFS Wealth Advisors, LLC | 0.05% | Add +3.1% | 2,947 | $925K |
| Advisory Services Network, LLC | 0.01% | Reduce -20.5% | 2,941 | $923K |
| National Philanthropic Trust | 0.01% | Add +17.1% | 2,925 | $918K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +0.8% | 2,922 | $917K |
| Brooklyn Investment Group | 0.03% | Add +32.7% | 2,912 | $914K |
| Disciplined Investments, LLC | 0.33% | Reduce -3.6% | 2,900 | $910K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -3.6% | 2,876 | $902K |
| Hollencrest Capital Management | 0.03% | No change | 2,861 | $898K |
| Fidelis Capital Partners, LLC | 0.06% | Reduce -3.3% | 2,848 | $894K |
| Eastern Bank | 0.02% | Reduce -12.1% | 2,833 | $889K |
| NorthRock Partners, LLC | 0.01% | Reduce -2.4% | 2,832 | $889K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 2,827 | $887K |
| Copia Wealth Management | 0.61% | Reduce -5.1% | 2,811 | $882K |
| Intergy Private Wealth, LLC | 0.26% | No change | 2,811 | $882K |
| Heritage Investors Management Corp. | 0.03% | Reduce -0.2% | 2,808 | $881K |
| DAVENPORT & Co LLC | 0.00% | Add +56.7% | 2,805 | $880K |
| Verus Capital Partners, LLC | 0.06% | Add +11.6% | 2,786 | $874K |
| Two Sigma Securities, LLC | 0.10% | New | 2,765 | $868K |
| Pettyjohn, Wood & White, Inc. | 0.14% | No change | 2,760 | $866K |
| Glenview Trust Co | 0.01% | No change | 2,752 | $864K |
| Bedel Financial Consulting, Inc. | 0.10% | Reduce -1.9% | 2,727 | $856K |
| Mission Wealth Management, LP | 0.02% | Add +2.6% | 2,693 | $845K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -0.9% | 2,689 | $844K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -8.9% | 2,684 | $842K |
| Inspirion Wealth Advisors, LLC | 0.10% | Reduce -5.3% | 2,665 | $836K |
| First Commonwealth Financial Corp | 0.13% | Add +4.6% | 2,654 | $833K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.0% | 2,655 | $833K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.0% | 2,651 | $831K |
| Kovack Advisors, Inc. | 0.04% | Reduce -0.0% | 2,645 | $831K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +2.2% | 2,641 | $829K |
| Nicholas Investment Partners, LP | 0.07% | Reduce -84.8% | 2,625 | $824K |
| Accredited Investors Inc. | 0.04% | No change | 2,606 | $818K |
| Gables Capital Management Inc. | 0.34% | No change | 2,575 | $808K |
| Palisades Hudson Asset Management, L.P. | 0.31% | Add +0.0% | 2,576 | $808K |
| Venture Visionary Partners LLC | 0.03% | Reduce -4.4% | 2,568 | $806K |
| First National Bank of Omaha | 0.02% | Reduce -6.2% | 2,639 | $805K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.6% | 2,565 | $805K |
| WealthPlan Investment Management, LLC | 0.04% | New | 2,539 | $797K |
| SVB Wealth LLC | 0.05% | Reduce -22.1% | 2,537 | $796K |
| Brown Wealth Management, LLC | 0.20% | Reduce -18.9% | 2,522 | $791K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -57.2% | 2,515 | $789K |
| Spire Wealth Management | 0.03% | Add +0.7% | 2,501 | $785K |
| Pacific Point Advisors, LLC | 0.41% | No change | 2,500 | $785K |
| Garrison Point Advisors, LLC | 0.35% | No change | 2,477 | $777K |
| Park Avenue Securities LLC | 0.01% | Reduce -24.5% | 2,468 | $774K |
| Millennium Management | 0.00% | Reduce -45.9% | 2,460 | $772K |
| Focus Financial Network, Inc. | 0.03% | Reduce -12.2% | 2,459 | $772K |
| CFG Wealth Management Services, Inc. | 0.72% | No change | 2,424 | $761K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -21.4% | 2,417 | $758K |
| Consilium Wealth Advisory, LLC | 0.26% | No change | 2,416 | $758K |
| Mgo One Seven LLC | 0.02% | Reduce -2.1% | 2,390 | $750K |
| Fulton Bank, N.A. | 0.03% | Add +8.0% | 2,389 | $750K |
| Kiley Juergens Wealth Management, LLC | 0.13% | New | 2,382 | $747K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.1% | 2,375 | $745K |
| Cahaba Wealth Management, Inc. | 0.05% | No change | 2,350 | $738K |
| Twin Focus Capital Partners, LLC | 0.08% | No change | 2,350 | $737K |
| FC Advisory LLC | 0.21% | Reduce -1.8% | 2,347 | $736K |
| ARK & TLK Investments, LLC | 0.20% | No change | 2,332 | $732K |
| Intellectus Partners, LLC | 0.15% | New | 2,328 | $731K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.59% | Add +0.0% | 2,320 | $728K |
| Newton One Investments LLC | 0.20% | Reduce -3.3% | 2,302 | $722K |
| GHP Investment Advisors, Inc. | 0.03% | Add +0.3% | 2,301 | $722K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 2,297 | $721K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 2,297 | $721K |
| Legacy Trust | 0.14% | No change | 2,291 | $719K |
| Bell Bank | 0.03% | Reduce -9.7% | 2,288 | $718K |
| Sepio Capital, LP | 0.04% | No change | 2,287 | $718K |
| Emerald Investment Advisers, LLC | 0.06% | — | 2,254 | $707K |
| SkyOak Wealth, LLC | 0.13% | No change | 2,233 | $701K |
| Moors & Cabot, Inc. | 0.03% | Add +62.7% | 2,232 | $700K |
| Sierra Capital LLC | 0.08% | No change | 2,223 | $698K |
| CI Investments Inc. | 0.00% | No change | 2,221 | $697K |
| Integrity Wealth Solutions LLC | 0.27% | No change | 2,217 | $696K |
| Kennicott Capital Management LLC | 0.38% | No change | 2,216 | $695K |
| Stordahl Capital Management, Inc. | 0.14% | Reduce -7.1% | 2,210 | $694K |
| Essex Investment Management Co. LLC | 0.11% | Add +15.6% | 2,208 | $693K |
| Sentinel Wealth Management, Inc. | 0.55% | No change | 2,181 | $684K |
| IFP Advisors, Inc | 0.01% | Add +0.6% | 2,175 | $683K |
| American Wealth Advisors, LLC | 0.70% | No change | 2,147 | $674K |
| Elgethun Capital Management | 0.11% | No change | 2,075 | $651K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -12.9% | 2,058 | $646K |
| Symphony Financial, Ltd. Co. | 0.09% | Add +2.8% | 2,095 | $644K |
| Premier Path Wealth Partners, LLC | 0.08% | Reduce -8.1% | 2,034 | $638K |
| Cascade Wealth Advisors, Inc | 0.28% | No change | 1,718 | $634K |
| SOA Wealth Advisors, LLC. | 0.12% | Reduce -2.5% | 2,010 | $631K |
| Quantbot Technologies LP | 0.03% | New | 2,000 | $628K |
| HM Payson & Co. | 0.01% | Reduce -2.4% | 2,000 | $628K |
| Jupiter Wealth Management LLC | 0.25% | No change | 1,683 | $621K |
| Friday Financial | 0.21% | Reduce -11.0% | 1,978 | $621K |
| Morris Financial Concepts, Inc. | 0.21% | No change | 1,957 | $614K |
| True North Advisors, LLC | 0.07% | No change | 1,954 | $613K |
| Colonial Trust Co / SC | 0.08% | Reduce -1.5% | 1,945 | $610K |
| Platform Technology Partners | 0.12% | No change | 1,940 | $609K |
| Vise Technologies, Inc. | 0.01% | No change | 1,880 | $607K |
| Palisade Asset Management, LLC | 0.06% | Add +0.3% | 1,928 | $605K |
| Benjamin Edwards Inc. | 0.01% | Add +6.5% | 1,926 | $604K |
| Dravo Bay LLC | 0.25% | Add +2.2% | 1,925 | $604K |
| Barclays PLC | 0.00% | Reduce -97.5% | 1,913 | $600K |
| Bensler, LLC | 0.06% | No change | 1,878 | $589K |
| NTV Asset Management LLC | 0.06% | No change | 1,878 | $589K |
| Hoxton Planning & Management, LLC | 0.18% | Reduce -0.7% | 1,873 | $588K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +374.5% | 1,860 | $584K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -6.5% | 1,854 | $582K |
| Destination Wealth Management | 0.02% | Add +27.6% | 1,851 | $581K |
| Apella Capital, LLC | 0.01% | New | 1,624 | $579K |
| Squarepoint Ops LLC | 0.00% | New | 1,842 | $578K |
| Genesee Capital Advisors, LLC | 0.24% | No change | 1,840 | $577K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -21.0% | 1,820 | $571K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.1% | 1,816 | $570K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.5% | 1,803 | $566K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 1,800 | $565K |
| FSM Wealth Advisors, LLC | 0.07% | No change | 1,799 | $565K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -4.8% | 1,793 | $563K |
| Anderson Hoagland & Co. | 0.05% | No change | 1,790 | $562K |
| Diversify Wealth Management, LLC | 0.01% | Add +5.4% | 1,574 | $553K |
| Trifecta Capital Advisors, LLC | 0.08% | No change | 1,737 | $545K |
| United Advisor Group, LLC | 0.07% | Add +8.1% | 1,731 | $543K |
| McGuire Investment Group, LLC | 0.06% | Add +1.1% | 1,730 | $543K |
| Brand Asset Management Group, Inc. | 0.14% | New | 1,727 | $542K |
| Seelaus Asset Management LLC | 0.39% | No change | 1,725 | $541K |
| QRG Capital Management, Inc. | 0.01% | Add +70.9% | 1,721 | $540K |
| Allen Investment Management, LLC | 0.01% | No change | 1,720 | $540K |
| Madrid Wealth Management, LLC | 0.41% | New | 1,715 | $538K |
| St Germain D J Co. Inc. | 0.02% | No change | 1,714 | $538K |
| Rosenblum Silverman Sutton S F Inc. | 0.14% | Add +21.6% | 1,706 | $535K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -30.5% | 1,769 | $532K |
| Athena Investment Management | 0.28% | No change | 1,694 | $532K |
| Parkshore Wealth Management, Inc. | 0.18% | Reduce -0.5% | 1,686 | $529K |
| Brady Martz Wealth Solutions, LLC | 0.09% | Reduce -60.6% | 1,679 | $527K |
| Castle Wealth Management LLC | 0.17% | Reduce -1.2% | 1,672 | $525K |
| Northstar Financial Companies, Inc. | 0.41% | No change | 1,661 | $521K |
| Performance Wealth Partners, LLC | 0.02% | No change | 1,658 | $520K |
| MLP3, LLC | 0.57% | No change | 1,651 | $518K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 1,647 | $517K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.8% | 1,642 | $515K |
| KDK Private Wealth Management, LLC | 0.47% | Reduce -2.7% | 1,636 | $513K |
| Bearing Point Capital, LLC | 0.08% | No change | 1,626 | $510K |
| Tassel Capital Management, Inc. | 0.28% | No change | 1,619 | $508K |
| Investmark Advisory Group LLC | 0.22% | No change | 1,615 | $507K |
| Proactive Wealth Strategies LLC | 0.10% | Add +92.8% | 1,612 | $506K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -0.5% | 1,606 | $504K |
| Shaker Investments LLC | 0.23% | Reduce -3.0% | 1,603 | $503K |
| Chapin Davis, Inc. | 0.11% | Reduce -4.1% | 1,578 | $495K |
| Forum Financial Management, LP | 0.01% | Add +0.2% | 1,565 | $491K |
| Chicago Partners Investment Group LLC | 0.01% | Add +6.6% | 1,369 | $491K |
| Montag A & Associates Inc. | 0.02% | No change | 1,562 | $490K |
| Diversified Portfolios, Inc. | 0.04% | No change | 1,543 | $484K |
| Curtis Advisory Group, LLC | 0.10% | Reduce -4.5% | 1,532 | $481K |
| First National Trust Co | 0.02% | Add +80.6% | 1,528 | $480K |
| Cranbrook Wealth Management, LLC | 0.10% | Reduce -9.2% | 1,523 | $478K |
| RFG Advisory, LLC | 0.01% | Reduce -3.8% | 1,507 | $473K |
| Key Financial Inc | 0.08% | Add +8.4% | 1,506 | $473K |
| Private Trust Co. NA | 0.04% | Reduce -3.4% | 1,497 | $470K |
| Sage Capital Management, LLC | 0.22% | No change | 1,492 | $469K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.1% | 1,483 | $465K |
| Coastwise Capital Group, LLC | 0.26% | No change | 1,476 | $463K |
| KLCM Advisors, Inc. | 0.04% | No change | 1,476 | $463K |
| LS Investment Advisors, LLC | 0.07% | Reduce -0.5% | 1,475 | $463K |
| Avaii Wealth Management, LLC | 0.16% | Reduce -2.6% | 1,468 | $461K |
| Willner & Heller, LLC | 0.34% | No change | 1,457 | $457K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -0.3% | 1,457 | $457K |
| Oakworth Capital, Inc. | 0.02% | No change | 1,453 | $456K |
| Summit Wealth Partners, LLC | 0.07% | Reduce -12.9% | 1,446 | $454K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 1,446 | $454K |
| Valmark Advisers, Inc. | 0.01% | Add +0.8% | 1,442 | $453K |
| Rwa Wealth Partners, LLC | 0.00% | Add +80.8% | 1,434 | $450K |
| Evoke Wealth, LLC | 0.01% | Add +5.4% | 1,413 | $443K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.2% | 1,406 | $441K |
| American Trust | 0.04% | Add +0.9% | 1,402 | $440K |
| Pier 88 Investment Partners LLC | 0.65% | No change | 1,400 | $439K |
| Ritholtz Wealth Management | 0.01% | Add +14.3% | 1,392 | $437K |
| Eagle Bay Advisors LLC | 0.38% | No change | 1,388 | $436K |
| Empirical Asset Management, LLC | 0.11% | No change | 1,385 | $435K |
| Nicolet Bankshares Inc. | 0.02% | New | 1,372 | $431K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +2004.6% | 1,368 | $429K |
| Pegasus Asset Management, Inc. | 0.14% | No change | 1,357 | $426K |
| KKM Financial LLC | 0.08% | No change | 1,314 | $424K |
| Selective Wealth Management, Inc. | 0.13% | No change | 1,202 | $422K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -3.9% | 1,342 | $421K |
| Fiduciary Financial Group, LLC | 0.06% | Add +3.1% | 1,341 | $421K |
| Citizens National Bank Trust Department | 0.07% | No change | 1,340 | $421K |
| Triad Wealth Partners, LLC | 0.03% | Add +11.2% | 1,335 | $419K |
| Orgel Wealth Management, LLC | 0.01% | No change | 1,334 | $419K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 1,331 | $418K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 1,331 | $418K |
| S&co Inc. | 0.03% | No change | 1,329 | $417K |
| Gutierrez Wealth Advisory, LLC | 0.26% | No change | 1,328 | $417K |
| Callan Family Office, LLC | 0.01% | Reduce -85.5% | 1,320 | $414K |
| Croban | 0.19% | Add +3.1% | 1,318 | $414K |
| Granite Harbor Advisors, Inc. | 0.18% | Reduce -13.6% | 1,314 | $412K |
| Bangor Savings Bank | 0.03% | Reduce -15.5% | 1,312 | $412K |
| Alpine Bank Wealth Management | 0.06% | No change | 1,310 | $411K |
| Livet Wealth, LLC | 0.26% | Reduce -0.5% | 1,310 | $411K |
| Ethos Financial Group, LLC | 0.03% | Add +23.2% | 1,287 | $410K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 1,307 | $410K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 1,304 | $409K |
| William Allan Corp | 0.24% | Add +0.1% | 1,300 | $408K |
| Kanawha Capital Management LLC | 0.03% | No change | 1,298 | $407K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -7.4% | 1,285 | $403K |
| Argentarii, LLC | 0.14% | Add +17.9% | 1,282 | $402K |
| TCP Asset Management, LLC | 0.05% | New | 1,282 | $402K |
| Principal Securities, Inc. | 0.01% | Add +1.7% | 1,282 | $402K |
| Klingman & Associates, LLC | 0.02% | No change | 1,280 | $402K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Add +3.1% | 1,273 | $399K |
| Smith Salley Wealth Management | 0.02% | Add +11.3% | 1,273 | $399K |
| Invested Advisors | 0.40% | Add +4.2% | 1,266 | $397K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.0% | 1,265 | $397K |
| HighPoint Advisor Group LLC | 0.02% | No change | 1,265 | $397K |
| Fayez Sarofim & Co | 0.00% | Reduce -3.8% | 1,264 | $397K |
| Oder Investment Management, LLC | 0.30% | No change | 1,260 | $395K |
| Financial Guidance Group, Inc. | 0.16% | No change | 1,260 | $395K |
| Paladin Advisory Group, LLC | 0.30% | No change | 1,259 | $395K |
| Nelson Capital Management, LLC | 0.05% | No change | 1,250 | $392K |
| Clare Market Investments LLC | 0.08% | — | 1,247 | $391K |
| Summa Corp. | 0.16% | No change | 1,243 | $390K |
| Roffman Miller Associates Inc. | 0.02% | Reduce -2.5% | 1,235 | $387K |
| SCS Capital Management LLC | 0.00% | Reduce -9.5% | 1,232 | $387K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 1,229 | $386K |
| Fiducient Advisors LLC | 0.05% | No change | 1,222 | $384K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -15.6% | 1,219 | $383K |
| Smith, Moore & Co. | 0.03% | Add +10.9% | 1,215 | $381K |
| Ascent Group, LLC | 0.01% | Reduce -3.2% | 1,202 | $377K |
| Castleark Management LLC | 0.01% | Reduce -30.2% | 1,200 | $377K |
| Keystone Wealth Services, LLC | 0.08% | No change | 1,197 | $376K |
| FourThought Financial Partners, LLC | 0.03% | Add +9.3% | 1,195 | $375K |
| First Western Trust Bank | 0.02% | Reduce -2.9% | 1,195 | $375K |
| Kaizen Financial Strategies | 0.16% | No change | 1,075 | $375K |
| Elm Partners Management LLC | 0.02% | Add +62.1% | 1,245 | $375K |
| Laurel Wealth Advisors LLC | 0.04% | Reduce -4.7% | 1,013 | $374K |
| Prelude Capital Management, LLC | 0.03% | New | 1,190 | $373K |
| R.H. Investment Group, LLC | 0.29% | New | 1,123 | $372K |
| Gilliland Jeter Wealth Management LLC | 0.11% | New | 1,183 | $371K |
| BHK Investment Advisors, LLC | 0.12% | No change | 1,175 | $369K |
| Independence Bank of Kentucky | 0.05% | Add +3.3% | 1,175 | $369K |
| Allodium Investment Consultants, LLC | 0.18% | No change | 1,172 | $368K |
| Bci Securities, Inc. | 3.60% | No change | 1,164 | $365K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -0.8% | 1,155 | $362K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -0.5% | 1,147 | $360K |
| Compass Capital Management, Inc. | 0.02% | New | 1,143 | $359K |
| Uptick Partners, LLC | 0.07% | Reduce -0.6% | 1,137 | $357K |
| Smithbridge Asset Management Inc. | 0.05% | Reduce -49.9% | 1,131 | $355K |
| Wedbush Securities Inc. | 0.01% | No change | 1,129 | $354K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 1,125 | $353K |
| Cordatus Wealth Management LLC | 0.08% | No change | 1,123 | $352K |
| Arbor Investment Advisors, LLC | 0.05% | Reduce -0.1% | 1,117 | $351K |
| Rialto Wealth Management, LLC | 0.08% | Reduce -2.4% | 1,111 | $349K |
| Csenge Advisory Group | 0.02% | Reduce -28.0% | 1,102 | $346K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.7% | 1,086 | $341K |
| Mascagni Wealth Management, Inc. | 0.24% | No change | 1,085 | $340K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 1,076 | $338K |
| Palisades Investment Partners, LLC | 0.13% | Reduce -53.6% | 1,070 | $336K |
| SlateStone Wealth, LLC | 0.03% | Reduce -2.0% | 1,066 | $335K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 1,067 | $335K |
| Triumph Capital Management | 0.07% | Reduce -26.9% | 1,062 | $333K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.1% | 1,058 | $332K |
| Magnus Financial Group LLC | 0.03% | Add +1.8% | 1,055 | $331K |
| Epiq Partners, LLC | 0.16% | No change | 1,053 | $330K |
| Sunbeam Capital Management, LLC | 0.19% | Reduce -33.4% | 1,049 | $329K |
| Sapient Capital LLC | 0.00% | No change | 1,039 | $326K |
| BridgePort Financial Solutions, LLC | 0.09% | No change | 1,038 | $326K |
| Embree Financial Group | 0.04% | Reduce -0.8% | 1,036 | $325K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +5.1% | 1,035 | $325K |
| Falcon Wealth Planning | 0.02% | Reduce -10.3% | 1,032 | $324K |
| Summit Trail Advisors, LLC | 0.00% | No change | 1,032 | $324K |
| Madison Asset Management, LLC | 0.00% | No change | 1,032 | $324K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.1% | 1,029 | $323K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +5.0% | 1,027 | $322K |
| Cordgrass Capital Advisors, LLC | 0.08% | No change | 1,026 | $322K |
| Avior Wealth Management, LLC | 0.01% | Reduce -4.9% | 1,025 | $322K |
| Bessemer Group Inc. | 0.00% | Reduce -2.1% | 1,019 | $320K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 1,019 | $320K |
| Mezzasalma Advisors, LLC | 0.08% | No change | 1,008 | $316K |
| Holland Advisory Services, Inc. | 0.42% | Add +0.1% | 1,008 | $316K |
| Transcend Capital Advisors, LLC | 0.03% | Add +21.1% | 1,006 | $316K |
| Greenleaf Trust | 0.00% | Reduce -3.7% | 1,001 | $314K |
| Vaughan David Investments LLC | 0.01% | No change | 1,000 | $314K |
| International Assets Investment Management, LLC | 0.02% | No change | 993 | $314K |
| Cladis Investment Advisory, LLC | 0.17% | No change | 1,000 | $314K |
| Westover Capital Advisors, LLC | 0.06% | No change | 1,000 | $314K |
| McLaughlin Asset Management, Inc. | 0.30% | Reduce -4.6% | 997 | $313K |
| Monograph Wealth Advisors, LLC | 0.03% | No change | 993 | $312K |
| Osbon Capital Management LLC | 0.25% | Reduce -3.4% | 988 | $310K |
| Florida Trust Wealth Management Co | 0.01% | Add +21.8% | 979 | $307K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 979 | $307K |
| Investment Advisory Group, LLC | 0.08% | Add +11.9% | 977 | $307K |
| Towerpoint Wealth, LLC | 0.12% | Reduce -0.6% | 973 | $305K |
| Bank Ozk | 0.11% | No change | 970 | $304K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -58.2% | 969 | $304K |
| Central Valley Advisors, LLC | 0.08% | No change | 967 | $303K |
| Tulsa Wealth Advisors, INC | 0.05% | New | 966 | $303K |
| Spinnaker Trust | 0.02% | No change | 965 | $303K |
| Leo Wealth, LLC | 0.02% | Add +0.1% | 961 | $301K |
| Stonebridge Financial Group, LLC / MO | 0.25% | Add +0.4% | 955 | $300K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 926 | $299K |
| Florida Financial Advisors, LLC | 0.07% | Add +31.5% | 951 | $298K |
| Evercore Wealth Management, LLC | 0.00% | No change | 951 | $298K |
| Aprio Wealth Management, LLC | 0.02% | Add +1.1% | 951 | $298K |
| Navigation Wealth Management, Inc. | 1.07% | Add +15.5% | 947 | $297K |
| Marco Investment Management LLC | 0.02% | No change | 945 | $297K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.3% | 944 | $296K |
| Certuity, LLC | 0.02% | Reduce -17.8% | 940 | $295K |
| Scotia Capital Inc. | 0.00% | No change | 936 | $294K |
| Davis R M Inc. | 0.01% | Add +44.0% | 930 | $292K |
| West Michigan Advisors, LLC | 0.06% | Reduce -0.1% | 928 | $291K |
| Flputnam Investment Management Co. | 0.00% | Add +15.9% | 927 | $291K |
| Wealthspan Partners, LLC | 0.10% | Add +6.7% | 923 | $290K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -0.2% | 820 | $288K |
| Hancock Whitney Corp. | 0.01% | No change | 800 | $288K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +11.2% | 914 | $287K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -2.5% | 911 | $286K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -1.2% | 905 | $284K |
| Eight 31 Financial, LLC | 0.17% | No change | 902 | $283K |
| Baxter Bros Inc. | 0.03% | No change | 900 | $282K |
| Cannell & Spears LLC | 0.01% | Reduce -2.5% | 900 | $282K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +10.4% | 899 | $282K |
| L & S Advisors Inc | 0.04% | Reduce -6.6% | 897 | $281K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -0.2% | 894 | $281K |
| Nwam LLC | 0.02% | Reduce -3.8% | 891 | $280K |
| Greatmark Investment Partners, Inc. | 0.03% | No change | 890 | $279K |
| Red Tortoise LLC | 0.12% | Reduce -0.5% | 888 | $279K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 886 | $278K |
| Berkshire Asset Management LLC | 0.01% | Add +3.5% | 885 | $278K |
| Insigneo Advisory Services, LLC | 0.02% | Add +11.1% | 884 | $277K |
| First Manhattan Co. Llc. | 0.00% | No change | 883 | $277K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 880 | $276K |
| WBH Advisory Inc. | 0.02% | No change | 871 | $275K |
| Moneco Advisors, LLC | 0.02% | Reduce -1.0% | 876 | $275K |
| Waddell & Associates, LLC | 0.02% | Reduce -0.1% | 873 | $274K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | No change | 871 | $273K |
| Radnor Capital Management, LLC | 0.04% | No change | 870 | $273K |
| Rossmore Private Capital | 0.02% | No change | 864 | $271K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -8.2% | 730 | $268K |
| Gryphon Financial Partners LLC | 0.03% | No change | 853 | $268K |
| Alexander Labrunerie & Co., Inc. | 0.10% | No change | 850 | $267K |
| Sunpointe, LLC | 0.09% | No change | 850 | $267K |
| Greenspring Advisors, LLC | 0.02% | Reduce -8.3% | 847 | $266K |
| TBH Global Asset Management, LLC | 0.05% | New | 845 | $265K |
| Diversified Enterprises, LLC | 0.01% | Add +0.1% | 836 | $262K |
| Polaris Investment Advisors, LLC | 0.19% | No change | 833 | $261K |
| E&G Advisors, LLC | 0.06% | Add +1.5% | 832 | $261K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 829 | $260K |
| Warner Financial, Inc. | 0.09% | No change | 826 | $259K |
| CGN Advisors LLC | 0.02% | Reduce -8.9% | 824 | $258K |
| William Howard & Co Financial Advisors Inc | 0.22% | No change | 814 | $255K |
| StoneX Group Inc. | 0.01% | Reduce -76.9% | 808 | $253K |
| Patten & Patten Inc. | 0.02% | No change | 805 | $253K |
| Breachway Investments LLC | 0.24% | No change | 799 | $253K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 703 | $252K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 800 | $251K |
| Opal Wealth Advisors, LLC | 0.06% | Reduce -36.0% | 793 | $249K |
| Stratos Investment Management, LLC | 0.01% | Reduce -38.7% | 792 | $249K |
| Aviance Capital Partners, LLC | 0.03% | No change | 790 | $248K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.8% | 788 | $247K |
| Salus Financial Advisors, LLC | 0.14% | Reduce -2.4% | 785 | $246K |
| HFG Advisors, Inc. | 0.17% | No change | 784 | $246K |
| Angeles Wealth Management, LLC | 0.01% | No change | 780 | $245K |
| Viawealth, LLC | 0.14% | No change | 778 | $244K |
| Trust Co of the South | 0.04% | No change | 775 | $243K |
| Sovran Advisors, LLC | 0.02% | No change | 674 | $243K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -1.2% | 767 | $241K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.3% | 766 | $240K |
| Intelligence Driven Advisers, LLC | 0.04% | Add +0.1% | 765 | $240K |
| Sage Financial Group Inc. | 0.02% | No change | 763 | $239K |
| Compass Ion Advisors, LLC | 0.02% | No change | 760 | $239K |
| Rothschild Investment LLC | 0.01% | No change | 751 | $236K |
| Global Wealth Strategies & Associates | 0.06% | No change | 744 | $233K |
| New England Professional Planning Group Inc. | 0.10% | No change | 743 | $233K |
| Adirondack Trust Co. | 0.08% | Reduce -26.8% | 742 | $233K |
| Global Assets Advisory, LLC | 0.07% | New | 1,479 | $229K |
| Smithfield Trust Co | 0.01% | No change | 721 | $229K |
| Legacy Advisors, LLC | 0.03% | Reduce -15.2% | 727 | $228K |
| Clearwave Capital, LLC | 0.16% | Add +5.1% | 727 | $228K |
| Wealth Architects, LLC | 0.02% | No change | 726 | $228K |
| Ballentine Partners, LLC | 0.00% | Add +2.1% | 723 | $227K |
| Addison Advisors LLC | 0.05% | No change | 719 | $226K |
| Argent Trust Co | 0.01% | No change | 719 | $226K |
| Plancorp, LLC | 0.01% | No change | 677 | $225K |
| Asempa Wealth Advisors | 0.20% | No change | 710 | $225K |
| Topel & Distasi Wealth Management, LLC | 0.12% | No change | 713 | $224K |
| JBR Co Financial Management Inc | 0.09% | No change | 692 | $224K |
| Clear Retirement Advice LLC | 0.17% | Reduce -0.4% | 707 | $222K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | Reduce -3.9% | 617 | $221K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -0.4% | 703 | $221K |
| Advocate Investing Services LLC | 0.19% | No change | 700 | $220K |
| Mayport, LLC | 0.04% | No change | 700 | $220K |
| First Merchants Corp. | 0.01% | No change | 700 | $220K |
| JP Wealth Management, Inc. | 0.15% | No change | 697 | $219K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -70.4% | 695 | $218K |
| Lake Street Private Wealth, LLC | 0.03% | No change | 694 | $218K |
| Accelerate Investment Advisors LLC | 0.15% | Add +0.4% | 693 | $218K |
| Everhart Financial Group, Inc. | 0.02% | Add +0.4% | 693 | $217K |
| Oarsman Capital, Inc. | 0.03% | Reduce -23.4% | 689 | $216K |
| Xcelsior Advisor Partners LLC | 0.08% | Add +2.7% | 688 | $216K |
| First Nebraska Trust Co | 0.02% | No change | 688 | $216K |
| Evermay Wealth Management LLC | 0.02% | No change | 687 | $216K |
| Synergy Asset Management, LLC | 0.02% | No change | 685 | $215K |
| Center for Financial Planning, Inc. | 0.02% | No change | 675 | $212K |
| Dynamic Financial Group | 0.17% | No change | 672 | $211K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -9.6% | 669 | $210K |
| Aaron Wealth Advisors LLC | 0.01% | No change | 667 | $209K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -0.1% | 663 | $208K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | No change | 654 | $205K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -0.8% | 650 | $204K |
| Belpointe Asset Management LLC | 0.01% | Reduce -0.8% | 650 | $204K |
| Davis Investment Partners, LLC | 0.07% | No change | 650 | $204K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 648 | $203K |
| Obermeyer Wealth Partners | 0.01% | No change | 641 | $201K |
| PVG Asset Management Corp. | 0.12% | New | 520 | $201K |
| AlphaCore Capital LLC | 0.00% | Reduce -8.2% | 638 | $200K |
| Financial Perspectives, Inc | 0.05% | Add +1.3% | 615 | $193K |
| Legend Capital Advisors LLC | 0.12% | New | 606 | $190K |
| Capital Analysts, LLC | 0.01% | No change | 605 | $190K |
| Manchester Capital Management LLC | 0.03% | Reduce -4.8% | 599 | $188K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -2.0% | 597 | $187K |
| Financial Life Planners | 0.14% | New | 575 | $180K |
| BankPlus Trust Department | 0.05% | No change | 570 | $179K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 536 | $168K |
| Armor Investment Advisors, LLC | 0.06% | No change | 518 | $163K |
| First United Bank & Trust | 0.05% | Reduce -0.4% | 510 | $160K |
| EFG International AG | 0.00% | Add +25.1% | 509 | $160K |
| Miller Global Investments, LLC | 0.14% | No change | 500 | $157K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 498 | $156K |
| WealthShield Partners, LLC | 0.02% | Reduce -1.6% | 494 | $155K |
| Motco | 0.01% | No change | 475 | $149K |
| Milestone Investment Advisors LLC | 0.03% | No change | 457 | $144K |
| Rice Partnership, LLC | 0.02% | No change | 456 | $143K |
| Union Savings Bank | 0.06% | No change | 451 | $142K |
| Lazard Asset Management LLC | 0.00% | No change | 450 | $141K |
| Phillips Financial Management, LLC | 0.01% | No change | 430 | $135K |
| Peachtree Investment Partners, LLC | 0.05% | Reduce -10.7% | 428 | $134K |
| Grove Bank & Trust | 0.02% | No change | 427 | $134K |
| Webster Bank, N. A. | 0.01% | No change | 427 | $134K |
| Ancora Advisors LLC | 0.00% | No change | 426 | $134K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 419 | $131K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 416 | $131K |
| National Bank of Canada | 0.00% | Reduce -17.2% | 413 | $130K |
| Elevated Capital Advisors, LLC | 0.03% | Reduce -93.0% | 413 | $130K |
| Financial Freedom, LLC | 0.06% | No change | 412 | $129K |
| United Community Bank | 0.04% | No change | 387 | $121K |
| 2UniFi Bank | 0.06% | Add +6.9% | 385 | $121K |
| Rossby Financial, LCC | 0.02% | Add +4044.4% | 373 | $118K |
| Tidemark, LLC | 0.03% | No change | 372 | $117K |
| Root Financial Partners, LLC | 0.01% | Reduce -1.4% | 361 | $113K |
| Asset Dedication, LLC | 0.01% | Reduce -8.0% | 358 | $112K |
| Trust Co | 0.01% | No change | 344 | $108K |
| Hanson & Doremus Investment Management | 0.01% | No change | 339 | $106K |
| Signaturefd, LLC | 0.00% | No change | 330 | $103K |
| Crewe Advisors LLC | 0.01% | No change | 329 | $103K |
| Mb, Levis & Associates, LLC | 0.04% | No change | 326 | $102K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 325 | $102K |
| SouthState Bank Corp | 0.00% | Reduce -15.0% | 318 | $100K |
| SYM FINANCIAL Corp | 0.01% | No change | 318 | $100K |
| Tsfg, LLC | 0.01% | No change | 316 | $99K |
| Operose Advisors LLC | 0.02% | No change | 311 | $98K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 303 | $95K |
| Trust Co. of Toledo NA | 0.01% | No change | 301 | $94K |
| CENTRAL TRUST Co | 0.00% | Add +0.4% | 279 | $88K |
| CNB Bank | 0.04% | No change | 268 | $84K |
| Coston, McIsaac & Partners | 0.02% | No change | 259 | $81K |
| Winthrop Capital Management, LLC | 0.02% | No change | 255 | $80K |
| Sage Mountain Advisors LLC | 0.01% | No change | 253 | $79K |
| J.Safra Asset Management Corp | 0.00% | No change | 250 | $78K |
| Clayton Financial Group LLC | 0.04% | No change | 242 | $76K |
| Quarry LP | 0.02% | New | 240 | $75K |
| Vanguard Advisers Inc. | 0.00% | — | 237 | $74K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -68.7% | 236 | $74K |
| Arcadia Investment Management Corp. | 0.01% | No change | 235 | $74K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.6% | 229 | $72K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -8.0% | 220 | $69K |
| West Paces Advisors Inc. | 0.01% | No change | 216 | $68K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 213 | $67K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 212 | $67K |
| City State Bank | 0.02% | Reduce -31.0% | 207 | $65K |
| Signature Equity Partners, LLC | 0.03% | No change | 206 | $65K |
| General Partner, Inc. | 0.04% | No change | 200 | $63K |
| Realta Investment Advisors | 0.02% | No change | 200 | $63K |
| Key Capital Management, INC | 0.04% | Add +1550.0% | 198 | $62K |
| Dorato Capital Management | 0.04% | No change | 184 | $61K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 194 | $61K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 192 | $60K |
| SHP Wealth Management | 0.00% | Add +3.8% | 190 | $60K |
| GAMMA Investing LLC | 0.00% | No change | 188 | $59K |
| Strategic Advisory Partners, LLC | 0.05% | New | 186 | $58K |
| Activest Wealth Management | 0.01% | Add +2.8% | 185 | $58K |
| CX Institutional | 0.00% | No change | 185 | $58K |
| Archer Investment Corp | 0.01% | No change | 184 | $58K |
| Seneschal Advisors, LLC | 0.04% | No change | 183 | $57K |
| Horizon Bancorp Inc. | 0.03% | No change | 182 | $57K |
| Investment Counsel Co. of Nevada | 0.13% | No change | 178 | $56K |
| Cedar Mountain Advisors, LLC | 0.01% | Reduce -1.1% | 174 | $55K |
| Destiny Wealth Partners, LLC | 0.01% | New | 170 | $53K |
| SRH Advisors, LLC | 0.02% | No change | 169 | $53K |
| Integrity Financial Corp | 0.02% | Reduce -6.0% | 157 | $49K |
| Gleason Group, Inc. | 0.00% | No change | 156 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 155 | $49K |
| Parvin Asset Management, LLC | 0.03% | No change | 150 | $47K |
| Tucker Asset Management LLC | 0.01% | No change | 150 | $47K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -43.4% | 150 | $47K |
| First Command Advisory Services, Inc. | 0.00% | No change | 147 | $46K |
| Syntax Research, Inc. | 0.03% | No change | 146 | $46K |
| North Star Investment Management Corp. | 0.00% | No change | 140 | $44K |
| MCF Advisors LLC | 0.00% | Add +117.5% | 137 | $43K |
| Hurley Capital, LLC | 0.02% | No change | 135 | $43K |
| Dunhill Financial, LLC | 0.01% | Reduce -10.1% | 133 | $42K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -1.5% | 133 | $42K |
| Perkins Coie Trust Co | 0.01% | Reduce -5.7% | 132 | $41K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 125 | $39K |
| CoreCap Advisors, LLC | 0.00% | Reduce -9.2% | 119 | $38K |
| Retirement Wealth Solutions LLC | 0.02% | No change | 115 | $36K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 113 | $35K |
| ESL Trust Services, LLC | 0.01% | No change | 111 | $35K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 110 | $35K |
| Johnson Financial Group, Inc. | 0.00% | Add +17.8% | 106 | $33K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 91 | $33K |
| Toth Financial Advisory Corp. | 0.00% | New | 103 | $32K |
| Ascentis Independent Advisors | 0.00% | New | 102 | $32K |
| HighMark Wealth Management LLC | 0.01% | Reduce -58.1% | 101 | $32K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 100 | $31K |
| Caitlin John, LLC | 0.02% | No change | 98 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 95 | $30K |
| TD Capital Management LLC | 0.00% | No change | 93 | $29K |
| EPG Wealth Management LLC | 0.01% | No change | 93 | $29K |
| Pflug Koory, LLC | 0.01% | No change | 90 | $28K |
| Clearstead Trust, LLC | 0.00% | No change | 88 | $28K |
| Creative Financial Designs Inc. | 0.00% | Add +100.0% | 86 | $27K |
| Insight Inv LLC | 0.01% | No change | 82 | $26K |
| PFS Partners, LLC | 0.01% | No change | 81 | $25K |
| Strive Financial Group ,LLC | 0.01% | No change | 79 | $25K |
| Abound Wealth Management | 0.01% | No change | 75 | $24K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 75 | $24K |
| Wellington Grp LLC | 0.01% | New | 74 | $23K |
| Gill Capital Partners, LLC | 0.01% | New | 71 | $22K |
| Grand Wealth Management, LLC | 0.01% | No change | 67 | $21K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 66 | $21K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +15.8% | 66 | $21K |
| WPG Advisers, LLC | 0.01% | No change | 65 | $20K |
| Bernard Wealth Management Corp. | 0.01% | No change | 65 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 64 | $20K |
| West Branch Capital LLC | 0.01% | No change | 60 | $19K |
| Centennial Bank | 0.01% | No change | 59 | $19K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 59 | $19K |
| Gen-Wealth Partners Inc | 0.01% | No change | 51 | $16K |
| JNBA Financial Advisors | 0.00% | No change | 50 | $16K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 50 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 50 | $16K |
| Purpose Unlimited Inc. | 0.00% | New | 50 | $16K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.2% | 46 | $15K |
| one8zero8, LLC | 0.00% | No change | 45 | $14K |
| Strategic Wealth Advisors LLC | 0.01% | No change | 47 | $14K |
| Richardson Financial Services Inc. | 0.01% | Reduce -15.4% | 44 | $14K |
| Wolff Wiese Magana LLC | 0.01% | No change | 43 | $13K |
| Bogart Wealth, LLC | 0.00% | No change | 43 | $13K |
| Avion Wealth | 0.00% | No change | 42 | $13K |
| GW&K Investment Management, LLC | 0.00% | Reduce -98.6% | 40 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 41 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -55.9% | 41 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 39 | $12K |
| Longview Financial Advisors LLC | 0.01% | No change | 38 | $12K |
| Salem Investment Counselors Inc. | 0.00% | New | 37 | $12K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 36 | $11K |
| Ameriflex Group, Inc. | 0.01% | No change | 35 | $11K |
| Deutsche Bank AG | 0.00% | Reduce -90.7% | 35 | $11K |
| LRI Investments, LLC | 0.00% | No change | 34 | $11K |
| Bullock Wealth Management Group | 0.01% | No change | 33 | $10K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 33 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 33 | $10K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 33 | $10K |
| Glassman Wealth Services | 0.00% | No change | 33 | $10K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 30 | $9K |
| Missouri Trust & Investment Co | 0.00% | No change | 30 | $9K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +3.9% | 27 | $9K |
| Evolution Wealth Management Inc. | 0.01% | No change | 29 | $9K |
| Delos Wealth Advisors, LLC | 0.00% | No change | 26 | $8K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 26 | $8K |
| Marquette Asset Management, LLC | 0.00% | New | 25 | $8K |
| Essential Investment Partners LLC | 0.01% | No change | 25 | $8K |
| Richardson Capital Management LLC | 0.00% | No change | 25 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 22 | $7K |
| Vision Retirement, LLC | 0.00% | New | 22 | $7K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 21 | $7K |
| Breakwater Investment Management | 0.00% | New | 20 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 20 | $6K |
| Biltmore Family Office, LLC | 0.00% | No change | 20 | $6K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 20 | $6K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 19 | $6K |
| Clear Investment Research, LLC | 0.01% | New | 16 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 16 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 15 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 14 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 14 | $4K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 13 | $4K |
| GGM Financial LLC | 0.00% | New | 12 | $4K |
| Go Invest LLC | 0.00% | No change | 12 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 11 | $4K |
| New Republic Capital, LLC | 0.00% | No change | 10 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 10 | $3K |
| PlanVest Financial, Inc | 0.00% | — | 9 | $3K |
| Alerus Financial NA | 0.00% | No change | 9 | $3K |
| NFSG Corp | 0.00% | No change | 8 | $3K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 8 | $3K |
| Chilton Capital Management LLC | 0.00% | New | 8 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 8 | $3K |
| SWAN Capital LLC | 0.00% | New | 5 | $2K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 4 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 4 | $1K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -95.6% | 3 | $942 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 2 | $628 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 1 | $314 |
"% of holder's portfolio" is IWO's weight in each manager's 13F, not the share of iShares Russell 2000 Growth the manager owns.