iShares Russell Mid-Cap GrowIWPETF
13F holders, Q2 2024 (June 30)1,017holders −22
53new positions
73sold out
4famous investors
$109.65avg. 13F price*
At the end of Q2 2024, 1,017 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, down 22 from Q1 2024. 53 opened new positions and 73 sold out. The largest holders were Morgan Stanley ($1.2B), Bank of America Corp. ($689.1M) and Wells Fargo & Company ($561.2M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Russell Mid-Cap Grow
- CUSIP
- 464287481
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $57.9M |
| Exits | 73 | $142.4M |
All 13F filers, Q1 2024 → Q2 2024: 3,884,234 shares bought and 10,897,981 shares sold, net −7,013,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,017 holders
| Morgan Stanley | 0.09% | Reduce -1.9% | 10,813,443 | $1.2B |
| Bank of America Corp. | 0.07% | Add +6.5% | 6,245,106 | $689.1M |
| Wells Fargo & Company | 0.15% | Reduce -4.4% | 5,085,311 | $561.2M |
| Tiaa Trust, National Association | 1.45% | Reduce -59.3% | 4,269,035 | $471.2M |
| Jones Financial Companies LLLP | 0.54% | Add +5.0% | 4,209,488 | $464.5M |
| PNC Financial Services Group, Inc. | 0.20% | Reduce -1.8% | 2,775,304 | $306.3M |
| Commonwealth Equity Services, LLC | 0.48% | Reduce -5.9% | 2,722,419 | $300.4M |
| Ameriprise Financial Inc. | 0.07% | Reduce -0.5% | 2,321,032 | $256.8M |
| UBS Group AG | 0.08% | Reduce -1.9% | 2,255,850 | $248.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +2.6% | 2,243,857 | $247.6M |
| Cassaday & Co Wealth Management LLC | 7.24% | Add +1.6% | 2,086,822 | $230.3M |
| Commerce Bank | 1.35% | Reduce -2.9% | 1,894,564 | $209.1M |
| LPL Financial LLC | 0.09% | Reduce -3.0% | 1,632,617 | $180.2M |
| Envestnet Portfolio Solutions, Inc. | 0.59% | Add +2.2% | 1,543,573 | $170.3M |
| US Bancorp \de | 0.23% | Reduce -1.0% | 1,518,810 | $167.6M |
| First Citizens Bank & Trust Co. | 2.98% | Add +1.8% | 1,431,399 | $158.0M |
| FMR LLC | 0.01% | Reduce -1.6% | 1,191,657 | $131.5M |
| GLOBALT Investments LLC / GA | 4.04% | Add +1.1% | 915,566 | $101.0M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +6.7% | 871,432 | $96.2M |
| JPMorgan Chase & Co. | 0.01% | Add +0.3% | 863,841 | $95.3M |
| Truist Financial Corp. | 0.14% | Reduce -3.6% | 831,005 | $91.7M |
| Focus Partners Wealth | 0.28% | Add +93.4% | 739,110 | $82.8M |
| Cullen/Frost Bankers, Inc. | 1.18% | Add +0.1% | 737,351 | $81.4M |
| Royal Bank of Canada | 0.02% | Add +9.2% | 735,954 | $81.2M |
| CIBC Private Wealth Group LLC | 0.15% | Reduce -0.3% | 699,065 | $77.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -34.9% | 684,940 | $75.6M |
| Osaic Holdings, Inc. | 0.18% | Reduce -11.8% | 679,903 | $75.0M |
| American Family Investments, Inc. | 5.36% | — | 666,994 | $73.6M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -3.0% | 631,576 | $69.7M |
| Equitable Holdings, Inc. | 0.71% | Reduce -1.5% | 609,005 | $67.2M |
| Zions Bancorporation, N.A. | 5.23% | Reduce -24.9% | 591,630 | $65.3M |
| Mariner, LLC | 0.12% | Add +5.6% | 539,636 | $59.5M |
| Stephens Inc. | 0.84% | Add +0.4% | 500,685 | $55.3M |
| Summit Rock Advisors, LP | 15.96% | Reduce -5.9% | 467,742 | $51.6M |
| Stephens Group Asset Management, LLC | 4.57% | Reduce -0.5% | 453,608 | $50.1M |
| Rodgers & Associates, LTD | 6.14% | Reduce -1.5% | 432,539 | $47.7M |
| Johnson Investment Counsel Inc. | 0.48% | Reduce -2.8% | 415,178 | $45.8M |
| Cetera Investment Advisers | 0.10% | Add +1.9% | 398,770 | $44.0M |
| HSBC Holdings PLC | 0.03% | Add +97.1% | 377,890 | $41.7M |
| Creative Planning | 0.04% | Reduce -3.4% | 360,888 | $39.8M |
| M&T Bank Corp | 0.13% | Add +0.1% | 350,870 | $38.7M |
| Raymond James & Associates | 0.02% | Reduce -0.1% | 330,271 | $36.4M |
| One Capital Management, LLC | 1.22% | Add +21.5% | 323,838 | $35.7M |
| AMG National Trust Bank | 0.96% | Add +2.5% | 321,760 | $35.5M |
| RTD Financial Advisors, Inc. | 4.59% | Add +4.5% | 309,024 | $34.1M |
| Hantz Financial Services, Inc. | 0.58% | Reduce -4.7% | 274,050 | $30.2M |
| Cedar Mountain Advisors, LLC | 7.43% | Add +0.9% | 272,819 | $30.1M |
| Barclays PLC | 0.01% | Reduce -37.2% | 272,740 | $30.1M |
| Comerica Bank | 0.12% | Reduce -1.1% | 266,067 | $29.4M |
| Krilogy Financial LLC | 2.12% | Reduce -0.1% | 260,490 | $28.7M |
| Orion Porfolio Solutions, LLC | 0.30% | Reduce -0.7% | 258,257 | $28.5M |
| Orion Portfolio Solutions, LLC | 0.30% | Reduce -0.7% | 258,257 | $28.5M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.6% | 244,071 | $26.9M |
| Truepoint, Inc. | 0.77% | Reduce -3.0% | 243,209 | $26.8M |
| Accredited Investors Inc. | 1.58% | Reduce -3.4% | 230,220 | $25.4M |
| Badgley Phelps Wealth Managers, LLC | 0.61% | Add +0.0% | 224,543 | $24.8M |
| Fifth Third Bancorp | 0.09% | Reduce -3.0% | 220,815 | $24.4M |
| Prudential Financial Inc. | 0.04% | Add +2.1% | 216,446 | $23.9M |
| AE Wealth Management LLC | 0.23% | Add +7.1% | 204,004 | $22.5M |
| Wellington Management Group LLP | 0.00% | New | 203,488 | $22.5M |
| BlackRock Inc. | 0.00% | Add +0.0% | 196,307 | $21.7M |
| Baird Financial Group, Inc. | 0.04% | Add +1.7% | 192,957 | $21.3M |
| Keybank National Association | 0.09% | Reduce -1.4% | 191,056 | $21.1M |
| Bank of New York Mellon Corp | 0.00% | Add +80.1% | 188,152 | $20.8M |
| Arax Advisory Partners | 2.01% | Reduce -7.6% | 187,199 | $20.7M |
| Moneta Group Investment Advisors LLC | 0.33% | Reduce -0.8% | 185,824 | $20.5M |
| Corient Private Wealth LP | 0.04% | Add +34.8% | 185,707 | $20.5M |
| Integrated Investment Consultants, LLC | 5.57% | No change | 177,257 | $20.2M |
| Falcon Wealth Planning | 2.59% | Reduce -4.0% | 180,381 | $19.9M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -0.9% | 179,438 | $19.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | No change | 177,000 | $19.5M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 170,991 | $18.9M |
| Steward Partners Investment Advisory, LLC | 0.20% | Reduce -0.1% | 169,711 | $18.7M |
| Sterling Manor Financial, LLC | 14.15% | Add +18.1% | 168,489 | $18.6M |
| Congress Asset Management Co. | 0.13% | Add +25.2% | 165,205 | $18.2M |
| GenWealth Group, Inc. | 4.35% | Add +1.3% | 160,237 | $17.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.43% | Reduce -15.3% | 156,772 | $17.3M |
| MML Investors Services, LLC | 0.07% | Add +5.3% | 152,630 | $16.8M |
| Bishop & Co Investment Management, LLC | 10.21% | Add +0.0% | 152,538 | $16.8M |
| Bank of Montreal | 0.01% | Reduce -0.0% | 150,087 | $16.6M |
| Synovus Financial Corp. | 0.22% | Add +0.7% | 148,621 | $16.4M |
| Stifel Financial Corp. | 0.02% | Add +17.4% | 144,969 | $16.0M |
| Natixis Advisors, LLC | 0.03% | Add +565.3% | 140,107 | $15.5M |
| Legacy Edge Advisors, LLC | 2.83% | Add +2.7% | 139,360 | $15.4M |
| LBJ Family Wealth Advisors, Ltd. | 9.59% | Reduce -1.8% | 138,300 | $15.3M |
| Private Advisor Group, LLC | 0.10% | Add +1.3% | 135,807 | $15.0M |
| SVB Wealth LLC | 0.37% | Add +14.2% | 135,020 | $14.9M |
| Ausdal Financial Partners, Inc. | 1.58% | Reduce -1.5% | 134,251 | $14.8M |
| Bokf, NA | 0.27% | Reduce -1.8% | 134,034 | $14.8M |
| Avantax Planning Partners, Inc. | 0.46% | Reduce -52.3% | 129,990 | $14.3M |
| HUB Investment Partners, LLC | 0.69% | Add +11.8% | 129,234 | $14.3M |
| Kestra Private Wealth Services, LLC | 0.28% | Reduce -0.1% | 128,121 | $14.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -22.9% | 124,295 | $13.7M |
| Bartlett & Co. Wealth Management LLC | 0.20% | Reduce -3.0% | 122,413 | $13.5M |
| JMG Financial Group, Ltd. | 0.50% | Reduce -4.3% | 121,609 | $13.4M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -9.5% | 123,029 | $13.3M |
| Curi Capital, LLC | 0.32% | Reduce -0.1% | 120,052 | $13.2M |
| UMB Bank, n.a. | 0.22% | Reduce -2.8% | 119,350 | $13.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +11.1% | 118,462 | $13.1M |
| CHURCHILL MANAGEMENT Corp | 0.15% | Reduce -0.5% | 116,322 | $12.8M |
| Phoenix Financial Ltd. | 0.19% | Add +7.9% | 113,618 | $12.5M |
| Captrust Financial Advisors | 0.04% | Reduce -25.9% | 112,531 | $12.4M |
| MAI Capital Management | 0.12% | Reduce 0.0% | 112,176 | $12.4M |
| Mechanics Bank Trust Department | 1.76% | Add +5.3% | 111,734 | $12.3M |
| Pinnacle Financial Partners Inc | 0.25% | Add +3.4% | 106,946 | $11.8M |
| Wealthspire Advisors, LLC | 0.15% | Add +9.2% | 106,742 | $11.8M |
| Connecticut Wealth Management, LLC | 0.58% | Add +1.0% | 102,288 | $11.3M |
| LMG Wealth Partners, LLC | 2.80% | Reduce -0.6% | 101,863 | $11.2M |
| NorthRock Partners, LLC | 0.42% | Reduce -0.7% | 100,369 | $11.1M |
| Pathstone Holdings, LLC | 0.05% | Add +9.0% | 99,644 | $11.0M |
| Mill Creek Capital Advisors, LLC | 0.28% | Add +55.2% | 99,209 | $10.9M |
| Whitegate Investment Counselors, Inc. | 3.06% | Reduce -0.2% | 97,847 | $10.8M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Reduce -39.3% | 96,742 | $10.7M |
| Occidental Asset Management, LLC | 1.80% | Add +3.1% | 93,082 | $10.3M |
| Whitaker-Myers Wealth Managers, LTD. | 3.73% | Add +28.3% | 91,589 | $10.1M |
| Farmers & Merchants Investments Inc. | 0.33% | Reduce 0.0% | 90,685 | $10.0M |
| NorthCoast Asset Management LLC | 0.08% | Add +724.8% | 88,293 | $9.7M |
| Southern Capital Advisors, LLC | 5.85% | Add +0.6% | 85,765 | $9.5M |
| Waverly Advisors, LLC | 0.19% | Reduce -0.6% | 85,597 | $9.4M |
| EP Wealth Advisors, LLC | 0.10% | Reduce -3.1% | 85,521 | $9.4M |
| Argent Trust Co | 0.41% | Add +2.9% | 84,665 | $9.3M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +61.2% | 83,794 | $9.3M |
| Pegasus Partners Ltd. | 0.87% | Add +11.6% | 78,429 | $8.7M |
| XML Financial, LLC | 0.87% | Add +6.3% | 78,260 | $8.6M |
| WestHill Financial Advisors, Inc. | 2.04% | Add +0.5% | 76,012 | $8.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.2% | 73,832 | $8.1M |
| Oppenheimer & Co. Inc. | 0.13% | Reduce -2.7% | 71,866 | $7.9M |
| Avantax Advisory Services, Inc. | 0.05% | Add +4.2% | 69,698 | $7.7M |
| First Citizens Asset Management, Inc. | 2.80% | Add +0.4% | 68,189 | $7.5M |
| Sequent Asset Management, LLC | 3.74% | No change | 67,320 | $7.4M |
| First Foundation Advisors | 0.28% | Add +342.8% | 66,811 | $7.4M |
| Conning Inc. | 0.27% | Add +8.7% | 66,089 | $7.3M |
| Freestone Capital Holdings, LLC | 0.26% | Reduce -6.9% | 65,653 | $7.2M |
| Crescent Grove Advisors, LLC | 0.79% | Add +3.9% | 65,461 | $7.2M |
| Sanctuary Advisors, LLC | 0.05% | — | 66,106 | $7.2M |
| Johnson Financial Group, Inc. | 0.34% | Reduce -5.6% | 64,275 | $7.1M |
| Piedmont Capital Management, LLC | 4.79% | No change | 62,744 | $7.1M |
| J.W. Cole Advisors, Inc. | 0.33% | Reduce -2.5% | 63,283 | $7.0M |
| GHP Investment Advisors, Inc. | 0.35% | Reduce -3.4% | 63,282 | $7.0M |
| First Merchants Corp. | 0.28% | Reduce -1.3% | 61,942 | $6.8M |
| NewEdge Advisors, LLC | 0.05% | Add +25.5% | 59,541 | $6.6M |
| Tocqueville Asset Management L.P. | 0.11% | Reduce -2.7% | 59,472 | $6.6M |
| Geneva Capital Management LLC | 0.12% | Add +2553.1% | 59,031 | $6.5M |
| Sowell Financial Services LLC | 0.31% | Add +14.8% | 58,992 | $6.5M |
| Simplicity Wealth,LLC | 0.14% | Reduce -18.9% | 58,068 | $6.4M |
| Corundum Group, Inc. | 2.48% | Reduce -1.1% | 57,535 | $6.3M |
| Wescott Financial Advisory Group, LLC | 0.73% | Add +4.3% | 57,304 | $6.3M |
| Clearstead Advisors, LLC | 0.10% | Add +1247.5% | 55,151 | $6.1M |
| Petra Financial Advisors Inc. | 4.37% | Add +4.1% | 55,114 | $6.1M |
| Condor Capital Management | 0.58% | Add +4.2% | 54,704 | $6.0M |
| Modera Wealth Management, LLC | 0.09% | Reduce -0.6% | 53,550 | $5.9M |
| Vance Wealth, LLC | 2.43% | Add +2.3% | 53,531 | $5.9M |
| Stock Yards Bank & Trust Co. | 0.20% | Add +24.6% | 53,462 | $5.9M |
| Mainsail Financial Group, LLC | 3.45% | Add +19.2% | 53,045 | $5.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.4% | 52,528 | $5.8M |
| First Horizon Advisors, Inc. | 0.18% | Add +0.2% | 52,194 | $5.8M |
| Forte Capital LLC | 0.69% | Reduce -3.3% | 51,967 | $5.7M |
| McAdam, LLC | 0.34% | Reduce -0.7% | 50,487 | $5.6M |
| Employees' Retirement Fund of the City of Fort Worth | 2.33% | New | 48,752 | $5.4M |
| Prosperity Consulting Group, LLC | 0.72% | Reduce -0.8% | 48,052 | $5.3M |
| Blair William & Co. | 0.02% | Reduce -7.0% | 47,965 | $5.3M |
| Powell Investment Advisors, LLC | 2.72% | Add +1.1% | 47,528 | $5.2M |
| Clear Harbor Asset Management, LLC | 0.46% | Add +6.1% | 47,504 | $5.2M |
| Peapack Gladstone Financial Corp. | 0.08% | Reduce -2.5% | 47,430 | $5.2M |
| Lee Financial Co | 0.85% | Reduce -0.7% | 47,120 | $5.2M |
| Axiom Advisory, LLC | 0.06% | New | 47,046 | $5.2M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +4.9% | 46,711 | $5.2M |
| Heck Capital Advisors, LLC | 0.64% | Reduce -58.6% | 46,678 | $5.2M |
| Fifth Third Securities, Inc. | 0.47% | Reduce -1.0% | 46,369 | $5.1M |
| Cwm, LLC | 0.02% | Reduce -2.7% | 46,210 | $5.1M |
| 9258 Wealth Management, LLC | 0.78% | Reduce -6.7% | 45,695 | $5.0M |
| Councilor Wealth, LLC | 2.59% | Reduce -13.3% | 45,531 | $5.0M |
| Citigroup Inc. | 0.00% | Reduce -12.5% | 45,299 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +6.2% | 45,047 | $5.0M |
| TD Private Client Wealth LLC | 0.16% | Reduce -6.7% | 44,680 | $4.9M |
| Lido Advisors, LLC | 0.04% | Add +0.1% | 43,845 | $4.8M |
| Cresset Asset Management, LLC | 0.02% | Add +7.0% | 43,796 | $4.8M |
| Old National Bancorp | 0.11% | Reduce -1.1% | 43,090 | $4.8M |
| Beacon Bank & Trust | 1.13% | Reduce -2.1% | 40,582 | $4.5M |
| TAGStone Capital, Inc. | 2.54% | Add +2.3% | 40,578 | $4.5M |
| Platte River Wealth Advisors, LLC | 1.25% | Reduce -0.9% | 40,531 | $4.5M |
| Investment Partners, LTD. | 2.01% | Reduce -2.9% | 40,499 | $4.5M |
| Strategic Equity Management | 2.85% | Add +20.4% | 39,694 | $4.4M |
| Jefferies Financial Group Inc. | 0.09% | Add +1.1% | 38,652 | $4.3M |
| Jane Street Group, LLC | 0.00% | Add +182.7% | 38,170 | $4.2M |
| IHT Wealth Management, LLC | 0.16% | Add +50.4% | 38,132 | $4.2M |
| CENTRAL TRUST Co | 0.10% | Reduce -5.6% | 38,075 | $4.2M |
| Vanguard Group Inc. | 0.00% | Reduce -1.1% | 37,796 | $4.2M |
| Acima Private Wealth, LLC | 1.51% | No change | 37,139 | $4.1M |
| Stevens Capital Partners | 2.10% | Add +10.7% | 36,955 | $4.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.87% | Reduce -10.2% | 36,840 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +0.2% | 36,801 | $4.1M |
| McKinley Carter Wealth Services, Inc. | 0.26% | Reduce -2.5% | 36,440 | $4.0M |
| Burns Matteson Capital Management, LLC | 2.51% | Reduce -1.7% | 36,176 | $4.0M |
| Coldstream Capital Management Inc. | 0.10% | No change | 36,008 | $4.0M |
| Amarillo National Bank | 0.75% | Reduce -1.7% | 35,859 | $4.0M |
| KMG Fiduciary Partners, LLC | 0.39% | Add +16.7% | 35,594 | $3.9M |
| Auour Investments LLC | 1.46% | Add +3.8% | 35,452 | $3.9M |
| Total Clarity Wealth Management, Inc. | 1.35% | Reduce -2.2% | 35,360 | $3.9M |
| Tolleson Wealth Management, Inc. | 0.76% | Reduce -3.9% | 34,903 | $3.9M |
| Courier Capital LLC | 0.30% | Reduce -0.5% | 34,442 | $3.8M |
| Saiph Capital, LLC | 1.69% | Reduce -0.7% | 34,292 | $3.8M |
| Eukles Asset Management | 1.62% | Reduce -0.5% | 33,843 | $3.7M |
| Widmann Financial Services, Inc. | 3.03% | Reduce -0.7% | 33,708 | $3.7M |
| IMS Capital Management | 1.73% | Add +4.8% | 33,088 | $3.7M |
| Atlas Brown,Inc. | 1.33% | Add +1.6% | 33,661 | $3.7M |
| Bank of Hawaii | 0.17% | Add +4.3% | 33,437 | $3.7M |
| Arcadia Wealth Management, LLC | 2.07% | Reduce -0.2% | 32,874 | $3.6M |
| Sigma Planning Corp | 0.11% | Reduce -3.0% | 32,491 | $3.6M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 32,352 | $3.6M |
| Avior Wealth Management, LLC | 0.15% | Reduce -63.9% | 32,212 | $3.5M |
| Quadrature Capital Ltd | 0.06% | New | 31,677 | $3.5M |
| Choreo, LLC | 0.06% | Add +23.4% | 31,833 | $3.5M |
| Stonebridge Capital Advisors LLC | 0.31% | Reduce -39.0% | 31,434 | $3.5M |
| Glenview Trust Co | 0.07% | Add +0.2% | 31,274 | $3.5M |
| Dentgroup LLC | 2.77% | Reduce -11.6% | 31,182 | $3.4M |
| Vision Capital Management, Inc. | 0.51% | No change | 30,855 | $3.4M |
| AdvisorNet Financial, Inc | 0.31% | Add +8.0% | 30,575 | $3.4M |
| FMA Wealth Management, LLC | 2.73% | Reduce -0.1% | 30,572 | $3.4M |
| HM Payson & Co. | 0.06% | Reduce -0.7% | 30,398 | $3.4M |
| MV Capital Management, Inc. | 0.38% | No change | 30,243 | $3.3M |
| Kingdom Financial Group LLC. | 2.26% | Reduce -3.3% | 30,224 | $3.3M |
| Mathes Company, Inc. | 1.22% | No change | 30,180 | $3.3M |
| USAdvisors Wealth Management, LLC | 1.16% | Add +11.9% | 29,949 | $3.3M |
| Hofer & Associates. Inc | 2.55% | Add +1.2% | 29,783 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | New | 29,617 | $3.3M |
| Savant Capital, LLC | 0.03% | Add +19.5% | 29,423 | $3.2M |
| Country Club Bank | 0.23% | Add +0.7% | 29,293 | $3.2M |
| IFP Advisors, Inc | 0.13% | Add +20.2% | 29,334 | $3.2M |
| Weinberger Asset Management, Inc | 1.52% | Add +5.0% | 29,212 | $3.2M |
| Legacies Wealth LLC | 2.81% | Reduce -0.2% | 29,173 | $3.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.7% | 29,051 | $3.2M |
| Hilltop National Bank | 1.03% | Add +11.9% | 28,925 | $3.2M |
| Bessemer Group Inc. | 0.01% | Reduce -0.0% | 28,505 | $3.1M |
| ARK & TLK Investments, LLC | 1.16% | No change | 28,196 | $3.1M |
| Park Avenue Securities LLC | 0.04% | Add +14.8% | 28,097 | $3.1M |
| Regions Financial Corp. | 0.02% | Reduce -0.1% | 28,069 | $3.1M |
| Eagle Strategies LLC | 0.59% | Add +320.7% | 27,817 | $3.1M |
| Prospera Financial Services Inc | 0.09% | Reduce -0.0% | 27,714 | $3.1M |
| First National Trust Co | 0.12% | Add +14.8% | 27,236 | $3.0M |
| Summit Financial, LLC | 0.14% | Add +241.5% | 27,124 | $3.0M |
| HWG Holdings LP | 1.10% | — | 27,096 | $3.0M |
| Brown Advisory Inc. | 0.00% | Add +27.0% | 26,777 | $3.0M |
| Flow Traders U.S. LLC | 0.15% | New | 26,738 | $3.0M |
| Wesbanco Bank Inc. | 0.11% | Reduce -2.6% | 26,485 | $2.9M |
| Processus Wealth & Capital Management, LLC | 2.40% | Add +0.6% | 26,247 | $2.9M |
| Bleakley Financial Group, LLC | 0.08% | Add +1.2% | 26,233 | $2.9M |
| Harbour Investments, Inc. | 0.10% | Add +14.1% | 26,177 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +7.4% | 26,055 | $2.9M |
| Veridan Wealth LLC | 1.15% | — | 20,679 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -49.7% | 25,825 | $2.9M |
| Intrepid Financial Planning Group LLC | 1.22% | No change | 25,717 | $2.8M |
| Glenmede Trust Co. NA | 0.01% | Add +0.0% | 25,619 | $2.8M |
| Becker Capital Management Inc. | 0.10% | Add +0.0% | 25,198 | $2.8M |
| Lowery Thomas, LLC | 2.00% | Reduce -2.2% | 24,852 | $2.7M |
| MSH Capital Advisors LLC | 0.91% | Add +2.1% | 24,786 | $2.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +103.3% | 24,380 | $2.7M |
| Midwest Professional Planners, LTD. | 0.90% | Add +2.4% | 24,331 | $2.7M |
| FineMark National Bank & Trust | 0.10% | Reduce -0.2% | 24,329 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -11.5% | 24,141 | $2.7M |
| Etfidea, LLC | 0.89% | Add +2.6% | 23,847 | $2.6M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.4% | 23,708 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -7.0% | 23,515 | $2.6M |
| Brighton Jones LLC | 0.08% | Reduce -2.6% | 23,141 | $2.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -40.2% | 23,100 | $2.5M |
| Canada Pension Plan Investment Board | 0.00% | No change | 23,000 | $2.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -5.9% | 22,932 | $2.5M |
| Ameritas Advisory Services, LLC | 0.09% | Add +0.1% | 22,776 | $2.5M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -50.0% | 22,325 | $2.5M |
| Strategic Advocates LLC | 0.98% | Reduce -5.8% | 22,277 | $2.5M |
| Beam Wealth Advisors, Inc. | 0.81% | Reduce -2.5% | 22,176 | $2.4M |
| Clearbridge Investments, LLC | 0.00% | Add +913.8% | 22,100 | $2.4M |
| Buckingham Strategic Wealth, LLC | 0.03% | Add +0.1% | 21,912 | $2.4M |
| Financial Counselors Inc. | 0.04% | Add +4.6% | 21,324 | $2.4M |
| Intergy Private Wealth, LLC | 0.97% | Add +3.2% | 21,242 | $2.3M |
| MCF Advisors LLC | 0.17% | Add +0.5% | 20,902 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Add +0.3% | 20,806 | $2.3M |
| Financial Partners Group, Inc | 0.36% | Reduce -1.0% | 20,739 | $2.3M |
| Biondo Investment Advisors, LLC | 0.34% | Add +2.3% | 20,566 | $2.3M |
| Essex Financial Services, Inc. | 0.17% | Add +47.3% | 20,993 | $2.3M |
| Rathbones Group PLC | 0.01% | Add +10.4% | 20,237 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +80.8% | 19,452 | $2.2M |
| Broadleaf Partners, LLC | 0.52% | Reduce -1.9% | 19,319 | $2.1M |
| Global Trust Asset Management, LLC | 0.85% | Reduce -0.8% | 19,022 | $2.1M |
| Olistico Wealth, LLC | 1.33% | Add +5.2% | 18,941 | $2.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +13.9% | 18,697 | $2.1M |
| Harbor Investment Advisory, LLC | 0.22% | No change | 18,669 | $2.1M |
| Horst & Graben Wealth Management LLC | 0.39% | Reduce -2.4% | 18,637 | $2.1M |
| Tennessee Valley Asset Management Partners | 0.38% | Add +1.4% | 18,605 | $2.1M |
| Sierra Capital LLC | 0.27% | Reduce -5.8% | 18,584 | $2.1M |
| Insight 2811, Inc. | 1.05% | Reduce -18.3% | 18,259 | $2.0M |
| HMS Capital Management, LLC | 1.04% | Reduce -0.0% | 18,054 | $2.0M |
| Nvest Financial, LLC | 1.17% | Add +2.4% | 17,261 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -3.8% | 17,161 | $1.9M |
| Claro Advisors Inc. | 0.30% | Reduce -35.1% | 17,092 | $1.9M |
| Hilltop Holdings Inc. | 0.22% | Reduce -55.0% | 16,938 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 16,710 | $1.8M |
| Sage Financial Group Inc. | 0.16% | Reduce -1.3% | 16,673 | $1.8M |
| Nadler Financial Group, Inc. | 0.22% | No change | 16,625 | $1.8M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -1.8% | 16,554 | $1.8M |
| Builder Investment Group Inc. | 0.49% | Add +82.8% | 16,340 | $1.8M |
| Castleark Management LLC | 0.07% | No change | 16,000 | $1.8M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 15,991 | $1.8M |
| Kanawha Capital Management LLC | 0.14% | Add +81.3% | 15,974 | $1.8M |
| Sandy Spring Bank | 0.08% | Reduce -4.8% | 15,889 | $1.8M |
| Shakespeare Wealth Management, LLC | 0.51% | Reduce -5.8% | 15,887 | $1.8M |
| Ascentis Independent Advisors | 0.36% | — | 15,813 | $1.7M |
| Global Strategic Investment Solutions, LLC | 0.21% | Add +0.0% | 15,663 | $1.7M |
| Western Wealth Management, LLC | 0.13% | Add +1.8% | 15,382 | $1.7M |
| MWA Asset Management | 1.20% | Reduce -0.1% | 15,303 | $1.7M |
| First National Bank Sioux Falls | 0.88% | No change | 15,290 | $1.7M |
| Dominguez Wealth Management Solutions, Inc. | 1.26% | Add +6.9% | 15,153 | $1.7M |
| Saxon Interests, Inc. | 0.79% | Reduce -24.7% | 15,127 | $1.7M |
| Kingsview Wealth Management, LLC | 0.04% | Add +0.0% | 15,113 | $1.7M |
| Thomasville National Bank | 0.13% | Reduce -1.5% | 14,923 | $1.6M |
| Fidelis Capital Partners, LLC | 0.23% | No change | 15,746 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 14,844 | $1.6M |
| Graypoint LLC | 0.11% | No change | 14,806 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -7.9% | 14,793 | $1.6M |
| Cordatus Wealth Management LLC | 0.61% | New | 14,708 | $1.6M |
| Global Retirement Partners, LLC | 0.05% | Reduce -10.5% | 14,309 | $1.6M |
| Rehmann Capital Advisory Group | 0.11% | Add +0.0% | 14,052 | $1.6M |
| Tsfg, LLC | 0.36% | Reduce -2.3% | 13,929 | $1.5M |
| Moneywise, Inc. | 0.81% | Add +82.2% | 13,899 | $1.5M |
| Trust Point Inc. | 0.12% | Reduce -0.4% | 13,889 | $1.5M |
| First National Bank of Omaha | 0.10% | Add +3.4% | 13,740 | $1.5M |
| Tradition Wealth Management, LLC | 0.15% | Reduce -1.8% | 13,670 | $1.5M |
| Advisors Capital Management, LLC | 0.03% | Reduce -3.2% | 13,644 | $1.5M |
| Valeo Financial Advisors, LLC | 0.05% | Add +0.4% | 13,508 | $1.5M |
| Park Place Capital Corp | 0.47% | Add +0.6% | 13,471 | $1.5M |
| TBH Global Asset Management, LLC | 0.33% | Reduce -5.1% | 13,404 | $1.5M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -6.3% | 13,400 | $1.5M |
| Ballew Advisors, Inc | 0.97% | Add +2.7% | 12,958 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.46% | No change | 13,310 | $1.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0.47% | Reduce -1.0% | 13,306 | $1.5M |
| Highland Capital Management, LLC | 0.09% | Reduce -0.0% | 13,122 | $1.4M |
| Allegheny Financial Group | 0.41% | Add +54.6% | 13,026 | $1.4M |
| Perennial Investment Advisors, LLC | 0.21% | Reduce -0.2% | 13,013 | $1.4M |
| BTC Capital Management, Inc. | 0.13% | No change | 12,946 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +22.7% | 12,936 | $1.4M |
| Burke & Herbert Bank & Trust Co. | 0.35% | New | 12,882 | $1.4M |
| Ancora Advisors LLC | 0.03% | No change | 12,738 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.51% | Add +0.0% | 12,707 | $1.4M |
| Financial Freedom, LLC | 0.79% | Reduce -0.4% | 12,605 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +5.0% | 12,596 | $1.4M |
| Arkadios Wealth Advisors | 0.09% | Add +13.7% | 12,569 | $1.4M |
| Renasant Bank | 0.94% | Reduce -0.4% | 12,408 | $1.4M |
| Aspiriant, LLC | 0.06% | No change | 12,313 | $1.4M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -27.5% | 12,299 | $1.4M |
| Clearstead Trust, LLC | 0.33% | Reduce -10.0% | 12,204 | $1.3M |
| Napatree Capital LLC | 1.08% | Reduce -2.7% | 12,107 | $1.3M |
| Lion Street Advisors, LLC | 0.49% | Reduce -6.8% | 12,057 | $1.3M |
| Capital Investment Counsel, LLC | 0.26% | Add +22.5% | 12,056 | $1.3M |
| Pointe Capital Management LLC | 0.82% | Reduce -3.6% | 11,937 | $1.3M |
| Venture Visionary Partners LLC | 0.06% | Reduce -3.3% | 11,872 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -9.8% | 11,844 | $1.3M |
| 1ST Source Bank | 0.08% | Reduce -15.6% | 11,759 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -25.5% | 11,422 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +0.5% | 11,600 | $1.3M |
| Chicago Partners Investment Group LLC | 0.05% | Add +1.6% | 11,569 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +19.4% | 11,492 | $1.3M |
| Taylor & Morgan Wealth Management, LLC | 0.90% | Reduce -1.2% | 11,485 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -6.5% | 11,438 | $1.3M |
| AlTi Global, Inc. | 0.03% | Reduce -1.9% | 11,344 | $1.3M |
| Townsquare Capital LLC | 0.02% | Add +29.0% | 11,322 | $1.2M |
| Sax Wealth Advisors, LLC | 0.12% | Reduce -1.8% | 11,266 | $1.2M |
| Passumpsic Savings Bank | 0.89% | Add +25.8% | 11,222 | $1.2M |
| Atria Investments, Inc | 0.02% | Add +10.7% | 11,205 | $1.2M |
| Private Trust Co. NA | 0.13% | Add +0.9% | 11,136 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.08% | Reduce -10.0% | 11,119 | $1.2M |
| James J. Burns & Company, LLC | 0.24% | Add +35.9% | 11,105 | $1.2M |
| Roberts Financial Services LLC | 0.25% | Add +0.2% | 11,076 | $1.2M |
| Ellerson Group Inc. | 0.93% | Reduce -1.8% | 11,067 | $1.2M |
| Luts & Greenleigh Group, Inc. | 1.26% | — | 11,006 | $1.2M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -50.3% | 10,995 | $1.2M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +9.3% | 10,972 | $1.2M |
| Cranbrook Wealth Management, LLC | 0.30% | Reduce -0.2% | 10,928 | $1.2M |
| Stillwater Capital Advisors, LLC | 0.17% | Reduce -50.1% | 10,910 | $1.2M |
| PGIM Custom Harvest LLC | 0.03% | Add +2.1% | 10,892 | $1.2M |
| Willner & Heller, LLC | 1.15% | Add +0.9% | 10,888 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.8% | 10,864 | $1.2M |
| FAS Wealth Partners, Inc. | 0.10% | Reduce -0.8% | 10,804 | $1.2M |
| Summit Wealth Partners, LLC | 0.25% | Add +8.2% | 10,713 | $1.2M |
| Reynders McVeigh Capital Management, LLC | 0.07% | Reduce -6.2% | 10,650 | $1.2M |
| Capital Analysts, LLC | 0.05% | Add +14.7% | 10,652 | $1.2M |
| &partners | 0.05% | Add +445.6% | 10,639 | $1.2M |
| Whittier Trust Co. | 0.02% | No change | 10,601 | $1.2M |
| One Day In July LLC | 0.15% | Reduce -13.5% | 10,561 | $1.2M |
| National Philanthropic Trust | 0.02% | No change | 10,431 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.21% | No change | 10,317 | $1.1M |
| Independent Financial Group, LLC | 0.05% | Add +33.8% | 10,309 | $1.1M |
| Certified Advisory Corp | 0.14% | Add +32.7% | 10,259 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.28% | Add +1.4% | 10,088 | $1.1M |
| Smith Salley Wealth Management | 0.08% | Reduce -8.5% | 10,002 | $1.1M |
| Key Financial Inc | 0.26% | No change | 9,985 | $1.1M |
| BHK Investment Advisors, LLC | 0.43% | Reduce -0.5% | 9,903 | $1.1M |
| Mission Wealth Management, LP | 0.03% | Reduce -3.2% | 9,863 | $1.1M |
| Orin Green Financial, LLC | 0.50% | New | 9,858 | $1.1M |
| Fiduciary Trust Co | 0.02% | No change | 9,810 | $1.1M |
| StoneX Group Inc. | 0.09% | Reduce -17.0% | 9,641 | $1.1M |
| Composition Wealth, LLC | 0.03% | Reduce -0.1% | 9,439 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +57.8% | 9,399 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +10.5% | 9,365 | $1.0M |
| Brickley Wealth Management | 0.23% | Reduce -0.5% | 9,346 | $1.0M |
| Wealth Management Partners, LLC | 0.50% | Reduce -2.7% | 9,321 | $1.0M |
| Atticus Wealth Management, LLC | 0.33% | Reduce -14.5% | 9,206 | $1.0M |
| Keel Point, LLC | 0.09% | Reduce -41.5% | 9,200 | $1.0M |
| LMCG Investments, LLC | 0.06% | No change | 9,094 | $1.0M |
| Strata Wealth Advisors, LLC | 0.34% | No change | 9,033 | $997K |
| PACK Private Wealth, LLC | 0.62% | No change | 9,031 | $997K |
| Octavia Wealth Advisors, LLC | 0.14% | Reduce -15.6% | 8,982 | $991K |
| Holland Advisory Services, Inc. | 1.22% | Add +0.1% | 8,972 | $990K |
| Parallel Advisors, LLC | 0.03% | Add +1.9% | 8,838 | $975K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +25.4% | 8,651 | $955K |
| Raymond James Trust N.A. | 0.02% | Reduce -2.7% | 8,645 | $954K |
| Wilmington Savings Fund Society, FSB | 0.04% | No change | 8,582 | $947K |
| Waypoint Capital Advisors, LLC | 0.23% | No change | 8,466 | $934K |
| Signaturefd, LLC | 0.02% | Reduce -1.4% | 8,439 | $931K |
| Coppell Advisory Solutions LLC | 0.15% | — | 8,283 | $914K |
| Etesian Wealth Advisors, Inc. | 0.51% | No change | 8,200 | $905K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -4.7% | 8,123 | $896K |
| Next Capital Management LLC | 0.38% | Add +21.8% | 8,294 | $892K |
| Lanark Financial, Inc. | 0.08% | Reduce -5.8% | 8,039 | $887K |
| GFS Advisors, LLC | 0.14% | Reduce -87.6% | 992 | $883K |
| Aft, Forsyth & Company, Inc. | 0.43% | Add +0.0% | 7,990 | $882K |
| Sound View Wealth Advisors Group, LLC | 0.09% | No change | 7,979 | $880K |
| Voya Investment Management LLC | 0.00% | Reduce -81.1% | 7,964 | $879K |
| Calamos Wealth Management LLC | 0.05% | No change | 7,947 | $877K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -0.4% | 7,902 | $872K |
| Spire Wealth Management | 0.03% | Reduce -1.6% | 7,792 | $860K |
| Allworth Financial LP | 0.01% | Reduce -1.9% | 7,718 | $858K |
| Marshall Financial Group Inc. | 0.28% | Add +0.1% | 7,686 | $848K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -2.3% | 7,680 | $847K |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | Add +135.9% | 7,674 | $847K |
| Wolf Group Capital Advisors | 0.33% | Reduce -9.2% | 7,664 | $846K |
| Gryphon Financial Partners LLC | 0.13% | Add +201.3% | 7,623 | $841K |
| Bedel Financial Consulting, Inc. | 0.12% | Reduce -0.2% | 7,604 | $839K |
| Paragon Financial Partners, Inc. | 0.65% | Add +0.0% | 7,596 | $838K |
| Mutual Advisors, LLC | 0.03% | Add +3.4% | 7,568 | $834K |
| Wedgewood Investors Inc. | 0.99% | — | 7,554 | $834K |
| Legal & General Group Plc | 0.00% | Reduce -44.6% | 7,550 | $833K |
| Garrison Point Advisors, LLC | 0.55% | No change | 7,502 | $828K |
| Capital Square, LLC | 0.54% | Add +7.3% | 7,353 | $827K |
| Gratus Capital, LLC | 0.03% | Add +25.4% | 7,492 | $827K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.1% | 7,481 | $826K |
| Patten Group, Inc. | 0.19% | Add +1.9% | 7,472 | $825K |
| Rebalance, LLC | 0.07% | Reduce -5.3% | 7,401 | $817K |
| Greenleaf Trust | 0.01% | No change | 7,329 | $809K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +16.1% | 7,313 | $807K |
| BLB&B Advisors, LLC | 0.04% | Reduce -23.3% | 7,312 | $807K |
| Affiance Financial, LLC | 0.21% | No change | 7,222 | $797K |
| Cassady Schiller Wealth Management, LLC | 0.32% | Reduce -12.9% | 7,204 | $795K |
| Revolve Wealth Partners, LLC | 0.13% | Reduce -2.5% | 7,188 | $793K |
| Stonebridge Financial Planning Group, LLC | 0.40% | Add +12.8% | 7,124 | $786K |
| Evergreen Capital Management LLC | 0.03% | Add +11.4% | 7,119 | $786K |
| Element Wealth, LLC | 0.44% | Add +45.0% | 7,110 | $785K |
| Linscomb Wealth, Inc. | 0.04% | Add +0.2% | 7,097 | $783K |
| Valmark Advisers, Inc. | 0.01% | Add +0.0% | 7,078 | $781K |
| Sweet Financial Partners, LLC | 0.18% | No change | 7,077 | $781K |
| Harbour Capital Advisors, LLC | 0.18% | No change | 7,105 | $780K |
| Garden State Investment Advisory Services LLC | 0.26% | Reduce -0.0% | 6,935 | $765K |
| Carl P. Sherr & Co., LLC | 0.42% | Reduce -0.0% | 6,883 | $760K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -1.5% | 6,865 | $758K |
| Argent Advisors, Inc. | 0.30% | Reduce -3.5% | 6,860 | $757K |
| Legacy Bridge, LLC | 0.44% | No change | 6,809 | $751K |
| Bensler, LLC | 0.10% | Add +0.0% | 6,802 | $751K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -1.0% | 6,796 | $750K |
| Global Wealth Management Investment Advisory, Inc. | 0.17% | Add +6.2% | 6,784 | $749K |
| Colonial Trust Co / SC | 0.13% | Reduce -2.9% | 6,782 | $748K |
| Round Rock Advisors LLC | 0.18% | Reduce -1.9% | 6,766 | $747K |
| Haverford Trust Co | 0.01% | Reduce -8.4% | 6,755 | $745K |
| Valued Retirements, Inc. | 1.11% | Add +142.4% | 6,623 | $731K |
| Callan Family Office, LLC | 0.14% | Add +35.3% | 6,583 | $726K |
| First United Bank & Trust | 0.27% | No change | 6,560 | $724K |
| FWG Investments, LLC. | 0.73% | Reduce -6.3% | 6,512 | $719K |
| Easterly Investment Partners LLC | 0.06% | Reduce -6.6% | 6,438 | $710K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 6,435 | $710K |
| Heritage Wealth Advisors | 0.03% | No change | 6,434 | $710K |
| Financial Alternatives, Inc | 0.53% | No change | 6,421 | $709K |
| Northeast Financial Consultants Inc | 0.03% | No change | 6,381 | $704K |
| GYL Financial Synergies, LLC | 0.05% | Add +73.7% | 6,377 | $704K |
| Iams Wealth Management, LLC | 0.38% | Reduce -22.6% | 6,344 | $700K |
| Global Wealth Strategies & Associates | 0.25% | Reduce -1.2% | 6,298 | $695K |
| Diversified Trust Co. | 0.02% | Reduce -1.0% | 6,297 | $695K |
| Rockland Trust Co. | 0.04% | Reduce -3.3% | 6,170 | $681K |
| NBT Bank, N.A. | 0.05% | No change | 6,147 | $678K |
| Richardson Capital Management LLC | 0.52% | No change | 6,119 | $675K |
| Planning Capital Management Corp | 0.48% | Add +141.8% | 6,109 | $674K |
| Guidance Capital, Inc. | 0.22% | Reduce -2.7% | 6,002 | $666K |
| Viewpoint Capital Management LLC | 0.41% | No change | 6,000 | $662K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +0.1% | 5,958 | $657K |
| Pathway Financial Advisors LLC | 0.18% | No change | 5,950 | $657K |
| QRG Capital Management, Inc. | 0.01% | Add +5.0% | 5,895 | $651K |
| Appleton Partners Inc. | 0.05% | Reduce -2.5% | 5,876 | $648K |
| Magnus Financial Group LLC | 0.07% | Reduce -8.6% | 5,867 | $647K |
| BlueSky Wealth Advisors, LLC | 0.11% | No change | 5,850 | $646K |
| Leavell Investment Management, Inc. | 0.04% | Add +0.4% | 5,799 | $640K |
| Standard Family Office LLC | 0.82% | No change | 5,778 | $638K |
| Wintrust Investments LLC | 0.05% | Add +0.2% | 5,775 | $637K |
| HB Wealth Management, LLC | 0.01% | Add +0.9% | 5,772 | $637K |
| HBK Sorce Advisory LLC | 0.02% | Add +4.3% | 5,758 | $635K |
| SouthState Bank Corp | 0.05% | Reduce -7.9% | 5,697 | $629K |
| Manchester Capital Management LLC | 0.08% | Add +13.5% | 5,693 | $628K |
| JPL Wealth Management, LLC | 0.31% | Add +37.0% | 5,658 | $624K |
| Lazard Asset Management LLC | 0.00% | No change | 5,661 | $624K |
| Contravisory Investment Management, Inc. | 0.14% | New | 5,602 | $618K |
| Ruggaard & Associates LLC | 0.29% | No change | 5,600 | $618K |
| Perigon Wealth Management, LLC | 0.02% | Add +1.6% | 5,597 | $618K |
| CW Advisors, LLC | 0.01% | Add +54.3% | 5,595 | $617K |
| Qube Research & Technologies Ltd | 0.00% | Add +41.9% | 5,578 | $616K |
| NTV Asset Management LLC | 0.09% | No change | 5,551 | $613K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 5,462 | $603K |
| Walled Lake Planning & Wealth Management, LLC | 0.25% | Add +17.2% | 5,460 | $603K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -1.0% | 5,449 | $601K |
| Sharkey, Howes & Javer | 0.10% | No change | 5,442 | $601K |
| Allen Investment Management, LLC | 0.01% | No change | 5,439 | $600K |
| Washington Trust Bank | 0.06% | Reduce -4.7% | 5,435 | $600K |
| Rossmore Private Capital | 0.08% | Add +0.4% | 5,428 | $599K |
| Retirement Income Solutions, Inc. | 0.14% | Reduce -8.3% | 5,417 | $598K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -0.7% | 5,387 | $595K |
| Investmark Advisory Group LLC | 0.32% | Add +2.9% | 5,361 | $592K |
| Moneco Advisors, LLC | 0.09% | Reduce -41.6% | 5,354 | $591K |
| Rockwood Wealth Management, LLC | 0.07% | Reduce -31.8% | 5,343 | $590K |
| White Knight Strategic Wealth Advisors, LLC | 0.59% | Reduce -3.2% | 5,330 | $588K |
| City Center Advisors, LLC | 0.69% | No change | 5,145 | $587K |
| Red Tortoise LLC | 0.32% | No change | 5,314 | $586K |
| Nicolet Bankshares Inc. | 0.12% | No change | 5,305 | $585K |
| First Western Trust Bank | 0.03% | Reduce -6.6% | 5,305 | $585K |
| Associated Banc-Corp | 0.02% | No change | 5,296 | $584K |
| OneDigital Investment Advisors LLC | 0.01% | Add +50.2% | 5,223 | $576K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -8.3% | 5,222 | $576K |
| WealthPLAN Partners, LLC | 0.06% | Reduce -1.2% | 5,205 | $574K |
| Principal Securities, Inc. | 0.02% | Add +13.9% | 5,201 | $574K |
| Meridian Management Co. | 0.16% | No change | 5,200 | $574K |
| Owen LaRue, LLC | 0.35% | Add +0.1% | 5,131 | $566K |
| Essex Bank | 0.15% | Reduce -1.2% | 5,099 | $563K |
| Cooper Financial Group | 0.08% | Add +8.7% | 5,094 | $562K |
| Viawealth, LLC | 0.35% | No change | 5,086 | $561K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 5,076 | $560K |
| Trilogy Capital Inc. | 0.03% | Reduce -1.0% | 5,056 | $558K |
| Gilbert & Cook, Inc. | 0.08% | No change | 5,042 | $556K |
| Chicago Wealth Management, Inc. | 0.32% | No change | 5,040 | $556K |
| Halpern Financial, Inc. | 0.15% | Reduce -3.9% | 4,996 | $551K |
| Bailard, Inc. | 0.02% | Reduce -4.6% | 4,959 | $547K |
| Founders Financial Securities LLC | 0.05% | Add +47.8% | 4,920 | $543K |
| Focus Financial Network, Inc. | 0.02% | Add +0.1% | 4,802 | $541K |
| Girard Partners LTD. | 0.05% | Add +0.1% | 4,900 | $541K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -68.5% | 4,884 | $539K |
| FDx Advisors, Inc. | 0.15% | Add +1.6% | 4,874 | $538K |
| Pettyjohn, Wood & White, Inc. | 0.10% | New | 4,870 | $537K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +140.8% | 4,865 | $536K |
| Aire Advisors, LLC | 0.12% | Add +0.1% | 4,825 | $532K |
| Flagship Private Wealth, LLC | 0.31% | Add +2.3% | 4,808 | $531K |
| Providence Capital Advisors, LLC | 0.12% | No change | 4,808 | $531K |
| Total Wealth Planning, LLC | 0.09% | Reduce -18.6% | 4,590 | $529K |
| Midland Wealth Advisors, LLC | 0.03% | Add +56.5% | 4,772 | $527K |
| Belpointe Asset Management LLC | 0.04% | Reduce -37.6% | 4,769 | $526K |
| Ballentine Partners, LLC | 0.01% | Reduce -12.4% | 4,760 | $525K |
| First International Bank & Trust | 0.18% | No change | 4,745 | $524K |
| Principle Wealth Partners LLC | 0.04% | No change | 4,670 | $515K |
| Maryland Capital Advisors Inc. | 0.28% | No change | 4,656 | $514K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 4,608 | $508K |
| Values Added Financial LLC | 0.37% | No change | 4,603 | $508K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +43.7% | 4,566 | $504K |
| Prestige Wealth Management Group LLC | 0.11% | No change | 4,554 | $502K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.7% | 4,541 | $501K |
| Fulton Bank, N.A. | 0.02% | New | 4,538 | $501K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Reduce -2.9% | 4,474 | $494K |
| Householder Group Estate & Retirement Specialist, LLC | 0.14% | Add +1.7% | 4,448 | $490K |
| L. Roy Papp & Associates, LLP | 0.06% | Add +11.6% | 4,436 | $490K |
| Financial Insights, Inc. | 0.14% | No change | 4,411 | $487K |
| Oarsman Capital, Inc. | 0.11% | Reduce -1.3% | 4,407 | $486K |
| Stegner Investment Associates Inc. | 0.35% | No change | 4,405 | $486K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Add +10.3% | 4,393 | $485K |
| Trust Co. of Vermont | 0.03% | No change | 4,389 | $484K |
| DAVENPORT & Co LLC | 0.00% | Add +0.3% | 4,362 | $481K |
| Flputnam Investment Management Co. | 0.01% | Add +9.8% | 4,343 | $479K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 4,326 | $477K |
| Liberty Capital Management, Inc. | 0.11% | No change | 4,299 | $474K |
| Trail Ridge Investment Advisors, LLC | 0.24% | Add +0.7% | 4,293 | $474K |
| Icon Wealth Advisors, LLC | 0.04% | No change | 4,209 | $467K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -22.3% | 4,172 | $460K |
| SpiderRock Advisors, LLC | 0.01% | Add +11.7% | 4,170 | $460K |
| Fingerlakes Wealth Management, Inc. | 0.41% | Add +0.1% | 4,168 | $460K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -2.1% | 4,155 | $459K |
| Vaughan David Investments LLC | 0.01% | Reduce -6.8% | 4,148 | $458K |
| Flagstar Securities, Inc. | 0.13% | Reduce -3.8% | 4,143 | $457K |
| Rothschild Capital Partners, LLC | 0.13% | Add +17.9% | 4,128 | $456K |
| First Command Advisory Services, Inc. | 0.00% | No change | 4,128 | $456K |
| Berkshire Asset Management LLC | 0.02% | Reduce -4.3% | 4,113 | $454K |
| Peterson Financial Group, Inc. | 2.76% | Reduce -2.4% | 4,104 | $453K |
| Westmount Partners, LLC | 0.15% | Add +1.5% | 4,120 | $452K |
| L.M. Kohn & Company | 0.12% | Reduce -33.1% | 4,065 | $449K |
| Integrated Advisors Network LLC | 0.02% | No change | 4,046 | $447K |
| Cohen Capital Management, Inc. | 0.08% | Add +0.0% | 4,037 | $446K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 4,020 | $444K |
| Legacy Advisors, LLC | 0.05% | Add +48.0% | 4,008 | $442K |
| Adero Partners, LLC | 0.03% | No change | 4,000 | $441K |
| Davis R M Inc. | 0.01% | No change | 4,000 | $441K |
| Skyline Advisors, Inc. | 0.19% | Reduce -0.2% | 3,980 | $439K |
| Retireful, LLC | 0.21% | New | 3,970 | $438K |
| Betterment LLC | 0.00% | Add +89.1% | 3,972 | $438K |
| Mitchell McLeod Pugh & Williams Inc. | 0.10% | Add +12.1% | 3,964 | $437K |
| Renaissance Technologies | 0.00% | New | 3,900 | $430K |
| IRON Financial LLC | 0.24% | Reduce -7.2% | 3,893 | $430K |
| Nicolet Advisory Services, LLC | 0.04% | Add +0.0% | 3,868 | $429K |
| Burt Wealth Advisors | 0.11% | No change | 3,876 | $428K |
| Regal Investment Advisors LLC | 0.03% | Reduce -50.2% | 3,851 | $425K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -1.6% | 3,800 | $419K |
| Wealth Alliance, LLC | 0.05% | Add +27.6% | 3,792 | $418K |
| Middleton & Co. Inc. | 0.05% | No change | 3,742 | $413K |
| Sage Capital Advisors,llc | 0.12% | No change | 3,728 | $411K |
| New Republic Capital, LLC | 0.21% | Add +1252.7% | 3,720 | $411K |
| Rovin Capital /Ut/ | 0.17% | Add +2.4% | 3,719 | $410K |
| Annex Advisory Services, LLC | 0.01% | Add +4.3% | 3,692 | $407K |
| LJI Wealth Management, LLC | 0.09% | No change | 3,686 | $407K |
| St. Clair Advisors, LLC | 0.13% | No change | 3,658 | $404K |
| Ullmann Wealth Partners Group, LLC | 0.06% | No change | 3,629 | $400K |
| FF Advisors,LLC | 0.28% | No change | 3,620 | $399K |
| Mgo One Seven LLC | 0.02% | Add +27.4% | 3,612 | $399K |
| Steph & Co. | 0.13% | Reduce -9.7% | 3,587 | $396K |
| Sage Mountain Advisors LLC | 0.04% | Add +0.1% | 3,587 | $396K |
| Kintra Wealth, LLC | 0.28% | Reduce -4.7% | 3,580 | $395K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 3,573 | $394K |
| Clark Capital Management Group, Inc. | 0.00% | Add +4.5% | 3,569 | $394K |
| White Lighthouse Investment Management Inc. | 0.08% | Reduce -0.4% | 3,565 | $393K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,560 | $393K |
| BlueChip Wealth Advisors LLC | 0.23% | No change | 3,544 | $391K |
| Smith, Moore & Co. | 0.04% | No change | 3,524 | $389K |
| AMJ Financial Wealth Management | 0.12% | Reduce -48.5% | 3,505 | $387K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -5.7% | 3,499 | $386K |
| Wittenberg Investment Management, Inc. | 0.13% | No change | 3,453 | $381K |
| FreeGulliver LLC | 0.26% | Add +0.3% | 3,421 | $378K |
| Mason & Associates, LLC | 0.12% | New | 3,417 | $377K |
| Partners in Financial Planning | 0.08% | No change | 3,403 | $376K |
| Cynosure Group, LLC | 0.06% | Reduce -7.7% | 3,402 | $375K |
| Signet Financial Management, LLC | 0.05% | Reduce -1.9% | 3,359 | $371K |
| Journey Strategic Wealth LLC | 0.02% | Add +85.4% | 3,358 | $371K |
| MAS Advisors LLC | 0.88% | No change | 3,356 | $370K |
| Armor Investment Advisors, LLC | 0.17% | No change | 3,347 | $369K |
| Arete Wealth Advisors, LLC | 0.03% | New | 3,314 | $366K |
| Private Capital Management LLC | 0.07% | Reduce -7.4% | 3,307 | $365K |
| KKM Financial LLC | 0.17% | No change | 3,481 | $364K |
| HFG Advisors, Inc. | 0.34% | Reduce -8.8% | 3,282 | $362K |
| Oxbow Advisors, LLC | 0.04% | No change | 3,280 | $362K |
| BCGM Wealth Management, LLC | 0.13% | No change | 3,275 | $361K |
| Quadrant Capital Group LLC | 0.03% | Reduce -7.0% | 3,274 | $361K |
| SkyOak Wealth, LLC | 0.08% | Reduce -10.2% | 3,262 | $360K |
| Caldwell Trust Co | 0.04% | No change | 3,248 | $358K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -8.7% | 3,244 | $358K |
| True North Advisors, LLC | 0.10% | No change | 3,240 | $358K |
| Old North State Trust, LLC | 0.31% | Reduce -4.6% | 3,238 | $357K |
| Morningstar Investment Services LLC | 0.00% | New | 3,220 | $356K |
| Twin Peaks Wealth Advisors, LLC | 0.18% | Add +3.4% | 3,194 | $353K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 3,191 | $352K |
| NWF Advisory Services Inc. | 0.06% | No change | 3,186 | $352K |
| Paladin Advisory Group, LLC | 0.27% | Reduce -1.5% | 3,193 | $350K |
| Bourgeon Capital Management LLC | 0.07% | No change | 3,151 | $348K |
| PFG Advisors | 0.02% | Add +0.3% | 3,133 | $346K |
| Madison Asset Management, LLC | 0.00% | No change | 3,128 | $345K |
| Carolinas Wealth Consulting LLC | 0.07% | Add +1.9% | 3,126 | $345K |
| White Pine Capital LLC | 0.13% | No change | 3,122 | $345K |
| WealthTrust Axiom LLC | 0.11% | No change | 3,116 | $344K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 3,108 | $343K |
| Joseph P. Lucia & Associates, LLC | 0.18% | New | 3,106 | $343K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,090 | $341K |
| Parsons Capital Management Inc. | 0.02% | Reduce -6.1% | 3,081 | $340K |
| American Financial & Tax Strategies Inc. | 0.18% | Reduce -0.6% | 3,072 | $339K |
| TNF LLC | 0.12% | Add +0.1% | 3,088 | $337K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 3,052 | $337K |
| Capital Advisors Inc. | 0.01% | Reduce -2.0% | 3,049 | $336K |
| Continuum Advisory, LLC | 0.05% | No change | 3,035 | $335K |
| Fiera Capital Corp | 0.00% | Reduce -1.6% | 3,030 | $334K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 3,019 | $333K |
| Emfo, LLC | 0.30% | No change | 2,988 | $330K |
| Citizens Financial Group Inc. | 0.01% | Add +2.7% | 2,968 | $328K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,954 | $326K |
| Financial Advocates Investment Management | 0.02% | Add +60.5% | 2,951 | $326K |
| Unionview, LLC | 0.27% | No change | 2,945 | $325K |
| Cibc World Market Inc. | 0.00% | No change | 2,947 | $325K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.1% | 2,936 | $324K |
| Towercrest Capital Management | 0.05% | Add +50.3% | 2,926 | $323K |
| Sage Rhino Capital LLC | 0.08% | Add +4.1% | 2,924 | $323K |
| United Capital Management of KS, Inc. | 0.07% | Reduce -5.3% | 2,920 | $322K |
| City Holding Co. | 0.05% | Add +1.8% | 2,899 | $320K |
| Clayton Financial Group LLC | 0.14% | Add +1.4% | 2,797 | $319K |
| Madison Wealth Partners, Inc | 0.11% | Add +0.8% | 2,891 | $319K |
| Prosperity Planning, Inc. | 0.11% | Reduce -0.8% | 2,862 | $316K |
| Fisher Asset Management | 0.00% | Add +27.3% | 2,861 | $316K |
| KilterHowling LLC | 0.21% | Add +0.1% | 2,859 | $315K |
| SlateStone Wealth, LLC | 0.03% | New | 2,856 | $315K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -25.5% | 2,849 | $314K |
| YHB Investment Advisors, Inc. | 0.03% | Add +8.8% | 2,849 | $314K |
| Cahill Wealth Management, LLC | 0.18% | No change | 2,800 | $309K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.12% | Add +1.5% | 2,769 | $306K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 2,767 | $305K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -3.4% | 2,742 | $303K |
| Advisory Resource Group | 0.07% | Add +4.4% | 2,737 | $302K |
| Caprock Group, LLC | 0.01% | Reduce -1.9% | 2,725 | $301K |
| LifePlan Investment Advisors, Inc. | 0.22% | No change | 2,718 | $300K |
| Corebridge Financial, Inc. | 0.00% | — | 2,700 | $298K |
| RPg Family Wealth Advisory, LLC | 0.10% | Reduce -83.3% | 2,699 | $298K |
| Stratos Investment Management, LLC | 0.02% | Reduce -5.2% | 2,690 | $297K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -17.0% | 2,677 | $295K |
| First Financial Corp. | 0.15% | No change | 2,657 | $293K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 2,648 | $292K |
| Fernwood Investment Management, LLC | 0.09% | No change | 2,640 | $291K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 2,618 | $289K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.02% | Add +30.9% | 2,618 | $289K |
| CRA Financial Services, LLC | 0.06% | Add +4.2% | 2,610 | $288K |
| Merit Financial Group, LLC | 0.01% | New | 2,610 | $288K |
| Rhumbline Advisers | 0.00% | Reduce -89.7% | 2,596 | $286K |
| Uptick Partners, LLC | 0.22% | No change | 2,488 | $284K |
| TrueWealth Advisors, LLC | 0.10% | No change | 2,552 | $282K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -3.4% | 2,523 | $278K |
| PDS Planning, Inc | 0.03% | Add +0.1% | 2,503 | $276K |
| Smithfield Trust Co | 0.01% | No change | 2,495 | $276K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +32.2% | 2,465 | $272K |
| Arcadia Investment Management Corp. | 0.05% | Reduce -7.5% | 2,450 | $270K |
| Mather Group, Llc. | 0.00% | Add +28.1% | 2,364 | $270K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +44.5% | 2,440 | $269K |
| PFG Investments, LLC | 0.02% | Add +15.8% | 2,436 | $269K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,434 | $269K |
| Westfield Capital Management Co. LP | 0.00% | New | 2,418 | $267K |
| Bridges Investment Management Inc. | 0.00% | New | 2,417 | $267K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Reduce -2.2% | 2,387 | $266K |
| Empower Advisory Group, LLC | 0.00% | Add +31.9% | 2,408 | $266K |
| Pioneer Trust Bank N A | 0.07% | No change | 2,400 | $265K |
| Elevation Point Wealth Partners, LLC | 0.02% | No change | 2,400 | $265K |
| Guardian Asset Advisors, LLC | 0.19% | Add +2.8% | 2,389 | $264K |
| Prairie Wealth Advisors, Inc. | 0.13% | Reduce -41.5% | 2,389 | $264K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 2,373 | $262K |
| Busey Bank | 0.01% | Reduce -14.1% | 2,372 | $262K |
| LRI Investments, LLC | 0.03% | No change | 2,350 | $259K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -7.1% | 2,346 | $259K |
| Stage Harbor Financial, LLC | 0.25% | No change | 2,340 | $258K |
| REAP Financial Group, LLC | 0.07% | Reduce -65.2% | 2,332 | $257K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.3% | 2,330 | $257K |
| New Century Financial Group, LLC | 0.11% | New | 2,329 | $257K |
| Gen-Wealth Partners Inc | 0.12% | Reduce -1.1% | 2,329 | $257K |
| WealthShield Partners, LLC | 0.04% | No change | 2,320 | $256K |
| J. W. Coons Advisors, LLC | 0.05% | No change | 2,315 | $255K |
| Ironwood Investment Counsel, LLC | 0.05% | Add +2.7% | 2,311 | $255K |
| Pacific Sun Financial Corp | 0.15% | Reduce -4.2% | 2,309 | $255K |
| Rockbridge Investment Management, LCC | 0.04% | Add +8.4% | 2,284 | $252K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 2,277 | $251K |
| Kendall Capital Management | 0.08% | Reduce -6.0% | 2,276 | $251K |
| Financial Perspectives, Inc | 0.09% | No change | 2,268 | $250K |
| Monarch Capital Management Inc. | 0.07% | No change | 2,256 | $249K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -3.0% | 2,253 | $249K |
| LongView Wealth Management | 0.09% | Add +25.4% | 2,247 | $248K |
| Grove Bank & Trust | 0.04% | No change | 2,246 | $248K |
| CGN Advisors LLC | 0.03% | Reduce -0.6% | 2,237 | $247K |
| Performance Wealth Partners, LLC | 0.01% | No change | 2,218 | $245K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Reduce -5.5% | 2,226 | $245K |
| C2C Wealth Management, LLC | 0.24% | No change | 2,213 | $244K |
| High Falls Advisors, Inc | 0.06% | Add +12.9% | 2,204 | $243K |
| McDonald Partners LLC | 0.07% | No change | 2,200 | $243K |
| Stiles Financial Services Inc | 0.09% | Reduce -18.5% | 2,200 | $243K |
| Everpar Advisors LLC | 0.12% | New | 2,197 | $242K |
| DT Investment Partners, LLC | 0.02% | No change | 2,197 | $242K |
| Stephen J. Garry & Associates, LLC | 0.24% | No change | 2,187 | $241K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 2,183 | $241K |
| Financial Sense Advisors, Inc. | 0.08% | Add +1.0% | 2,174 | $240K |
| Breakwater Capital Group | 0.05% | No change | 2,166 | $239K |
| International Assets Investment Management, LLC | 0.02% | Add +0.6% | 2,152 | $237K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.5% | 2,138 | $236K |
| CIC Wealth, LLC | 0.06% | No change | 2,138 | $236K |
| Latitude Advisors, LLC | 0.14% | Reduce -7.9% | 2,136 | $236K |
| Eubel Brady & Suttman Asset Management Inc. | 0.04% | No change | 2,120 | $234K |
| Hyman Charles D | 0.01% | No change | 2,117 | $234K |
| Brady Family Wealth, LLC | 0.08% | No change | 2,115 | $233K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 2,102 | $232K |
| 17 Capital Partners, LLC | 0.16% | No change | 2,092 | $231K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,088 | $230K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 2,081 | $230K |
| Garde Capital, Inc. | 0.02% | No change | 2,074 | $229K |
| Wedmont Private Capital | 0.01% | No change | 2,020 | $229K |
| CCG Wealth Management, LLC | 0.13% | Reduce -12.7% | 2,070 | $228K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 2,068 | $228K |
| KPP Advisory Services LLC | 0.06% | No change | 2,066 | $228K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 2,059 | $227K |
| Kovack Advisors, Inc. | 0.03% | New | 2,058 | $227K |
| Visionary Wealth Advisors | 0.01% | Reduce -6.9% | 2,054 | $227K |
| Foundation Wealth Management, LLC | 0.18% | No change | 2,052 | $226K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -3.4% | 2,052 | $226K |
| Beacon Financial Advisory LLC | 0.08% | Add +2.6% | 2,044 | $226K |
| Ground Swell Capital, LLC | 0.22% | New | 2,035 | $225K |
| Portland Global Advisors LLC | 0.03% | No change | 2,026 | $224K |
| Trivium Point Advisory, LLC | 0.03% | No change | 2,015 | $222K |
| Shared Vision Wealth Group LLC | 0.13% | No change | 2,008 | $222K |
| Montz Harcus Wealth Management LLC | 0.14% | Add +0.1% | 2,005 | $221K |
| Optivise Advisory Services LLC | 0.12% | — | 1,986 | $219K |
| Edge Financial Advisors LLC | 0.23% | Reduce -16.6% | 1,978 | $218K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -2.1% | 1,963 | $217K |
| West Michigan Advisors, LLC | 0.07% | Reduce -2.5% | 1,950 | $215K |
| Scotia Capital Inc. | 0.00% | No change | 1,940 | $214K |
| Safeguard Investment Advisory Group, LLC | 0.07% | New | 1,935 | $214K |
| Roman Butler Fullerton & Co. | 0.07% | Add +0.1% | 1,893 | $210K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | No change | 1,902 | $210K |
| Fayez Sarofim & Co | 0.00% | Reduce -39.0% | 1,896 | $209K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -25.9% | 1,886 | $208K |
| Retirement Planning Group, LLC | 0.01% | Add +1.4% | 1,883 | $208K |
| American State Bank (Iowa) | 0.13% | Add +2.2% | 1,860 | $205K |
| Cypress Capital Group | 0.02% | Reduce -3.3% | 1,858 | $205K |
| Windsor Capital Management, LLC | 0.06% | Add +0.1% | 1,857 | $205K |
| Pps&v Asset Management Consultants, Inc. | 0.15% | Reduce -2.9% | 1,852 | $204K |
| Plancorp, LLC | 0.01% | No change | 1,846 | $204K |
| Independence Bank of Kentucky | 0.05% | Reduce -3.0% | 1,843 | $203K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 1,840 | $203K |
| Shira Ridge Wealth Management | 0.11% | No change | 1,831 | $202K |
| Waterloo Capital, L.P. | 0.02% | Add +0.1% | 1,822 | $201K |
| Philadelphia Trust Co. | 0.02% | No change | 1,826 | $201K |
| Parthenon LLC | 0.03% | New | 1,818 | $201K |
| Mill Capital Management, LLC | 0.02% | No change | 1,815 | $200K |
| Creative Financial Designs Inc. | 0.02% | No change | 1,812 | $200K |
| Hollencrest Capital Management | 0.01% | No change | 1,812 | $200K |
| Monetary Management Group Inc. | 0.05% | No change | 1,750 | $193K |
| VitalStone Financial, LLC | 0.14% | No change | 1,725 | $190K |
| Transcendent Capital Group LLC | 0.11% | Reduce -94.5% | 1,718 | $190K |
| LGT Financial Advisors LLC | 0.40% | No change | 1,697 | $187K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,696 | $187K |
| HBC Financial Services, PLLC | 0.12% | No change | 1,700 | $187K |
| Montag A & Associates Inc. | 0.01% | No change | 1,675 | $185K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,670 | $184K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 1,668 | $184K |
| Trivant Custom Portfolio Group, LLC | 0.11% | Add +0.1% | 1,661 | $183K |
| Assetmark, Inc. | 0.00% | Reduce -98.3% | 1,605 | $177K |
| Deutsche Bank AG | 0.00% | No change | 1,566 | $173K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,564 | $173K |
| Princeton Global Asset Management LLC | 0.04% | New | 1,551 | $171K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,540 | $170K |
| Hershey Financial Advisers, LLC | 0.15% | — | 1,506 | $166K |
| Koesten, Hirschmann & Crabtree, INC. | 0.11% | No change | 1,442 | $165K |
| Blue Trust, Inc. | 0.00% | No change | 1,425 | $163K |
| Performa Ltd (US), LLC | 0.07% | Add +0.1% | 1,451 | $160K |
| Tompkins Financial Corp. | 0.02% | No change | 1,427 | $157K |
| Milestone Investment Advisors LLC | 0.04% | No change | 1,415 | $156K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 1,406 | $155K |
| Pineridge Advisors LLC | 0.05% | Reduce -0.7% | 1,399 | $154K |
| Pin Oak Investment Advisors Inc. | 0.15% | No change | 1,389 | $153K |
| Hills Bank & Trust Co | 0.01% | Reduce -8.6% | 1,383 | $153K |
| Evensky & Katz LLC | 0.01% | Add +0.1% | 1,364 | $151K |
| Perkins Coie Trust Co | 0.03% | No change | 1,346 | $149K |
| Parkside Financial Bank & Trust | 0.02% | Add +1.5% | 1,322 | $146K |
| Voisard Asset Management Group, Inc. | 0.07% | Add +153.8% | 1,320 | $146K |
| National Bank of Canada | 0.00% | Add +47.2% | 1,300 | $143K |
| Janiczek Wealth Management, LLC | 0.03% | No change | 1,275 | $141K |
| Arcadia Investment Advisors LLC | 0.08% | Reduce -6.7% | 1,235 | $136K |
| Oakworth Capital, Inc. | 0.01% | Reduce -44.9% | 1,225 | $135K |
| Ballast Advisors LLC | 0.04% | Add +1.4% | 1,208 | $133K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -5.3% | 1,122 | $129K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 1,146 | $126K |
| Pension & Wealth Management Advisors, Inc. | 0.07% | Add +0.1% | 1,141 | $126K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,140 | $126K |
| Bogart Wealth, LLC | 0.01% | No change | 1,137 | $125K |
| Private Wealth Management Group, LLC | 0.05% | New | 1,117 | $123K |
| Bare Financial Services, Inc | 0.06% | Reduce -0.7% | 1,095 | $122K |
| Biltmore Family Office, LLC | 0.02% | No change | 1,096 | $121K |
| Union Savings Bank | 0.06% | No change | 1,092 | $120K |
| Denver PWM, LLC | 0.05% | New | 1,048 | $116K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -16.8% | 1,047 | $116K |
| SIMA Wealth Partners, LLC | 0.11% | — | 1,026 | $113K |
| Trust Co | 0.01% | No change | 1,018 | $112K |
| Washington Trust Advisors, Inc. | 0.01% | Add +43.8% | 1,008 | $111K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,000 | $110K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +7.6% | 959 | $106K |
| WASHINGTON TRUST Co | 0.00% | No change | 952 | $105K |
| MidAtlantic Capital Management, Inc. | 0.08% | No change | 912 | $101K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -62.4% | 905 | $100K |
| Matrix Private Capital Group LLC | 0.06% | No change | 900 | $99K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 900 | $99K |
| Sunbelt Securities, Inc. | 0.01% | No change | 872 | $96K |
| Raffa Wealth Management, LLC | 0.03% | No change | 844 | $93K |
| PSI Advisors, LLC | 0.03% | Add +0.2% | 839 | $92K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | Add +0.1% | 836 | $92K |
| ORG Partners LLC | 0.01% | New | 837 | $92K |
| WealthCollab, LLC | 0.07% | No change | 824 | $91K |
| Sittner & Nelson, LLC | 0.04% | No change | 800 | $88K |
| Colonial Trust Advisors | 0.01% | No change | 800 | $88K |
| Beacon Capital Management, LLC | 0.02% | Add +32.6% | 765 | $84K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +279.0% | 758 | $84K |
| 1832 Asset Management L.P. | 0.00% | New | 749 | $83K |
| Knott David M Jr | 0.03% | No change | 695 | $77K |
| North Star Investment Management Corp. | 0.01% | No change | 690 | $76K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 683 | $75K |
| Sound Income Strategies, LLC | 0.01% | Reduce -16.9% | 678 | $75K |
| SYM FINANCIAL Corp | 0.01% | No change | 676 | $75K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 657 | $73K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 648 | $72K |
| Hanson & Doremus Investment Management | 0.01% | No change | 628 | $69K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 625 | $69K |
| Stephens Consulting, LLC | 0.02% | No change | 574 | $63K |
| Archer Investment Corp | 0.02% | No change | 571 | $63K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.2% | 571 | $63K |
| TCTC Holdings, LLC | 0.00% | No change | 550 | $61K |
| Strategic Financial Concepts, LLC | 0.03% | Add +10532.1% | 638,244 | $57K |
| S.A. Mason LLC | 0.03% | No change | 515 | $57K |
| Bank of New Hampshire | 0.01% | No change | 512 | $56K |
| Glassman Wealth Services | 0.01% | No change | 494 | $55K |
| Asset Dedication, LLC | 0.00% | Reduce -10.6% | 492 | $54K |
| Howe & Rusling Inc. | 0.00% | Reduce -10.1% | 472 | $52K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 472 | $52K |
| AlphaMark Advisors, LLC | 0.02% | No change | 466 | $51K |
| Eagle Bay Advisors LLC | 0.03% | Add +1177.8% | 460 | $51K |
| Atwood & Palmer Inc. | 0.00% | No change | 460 | $51K |
| Mechanics Financial Corp | 0.03% | No change | 456 | $50K |
| CNB Bank | 0.02% | Add +70.8% | 439 | $48K |
| Horizons Wealth Management | 0.04% | No change | 426 | $47K |
| Kimelman & Baird, LLC | 0.00% | — | 428 | $47K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -40.1% | 430 | $47K |
| Russell Investments Group, Ltd. | 0.00% | Add +380.5% | 418 | $46K |
| Carmichael Hill & Associates, Inc. | 0.02% | Add +30.7% | 413 | $46K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +0.8% | 404 | $45K |
| WFA of San Diego, LLC | 0.04% | — | 403 | $44K |
| Centennial Bank | 0.02% | Add +1335.7% | 402 | $44K |
| Coston, McIsaac & Partners | 0.01% | No change | 405 | $44K |
| Integrity Financial Corp | 0.03% | Reduce -44.7% | 394 | $43K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 383 | $42K |
| Gradient Investments LLC | 0.00% | Reduce -7.4% | 374 | $41K |
| Simplex Trading, LLC | 0.00% | Add +112.9% | 364 | $40K |
| Richard W. Paul & Associates, LLC | 0.02% | Add +6.6% | 355 | $39K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.6% | 353 | $39K |
| Northwest Bank & Trust Co | 0.03% | No change | 342 | $38K |
| Concord Wealth Partners | 0.01% | No change | 330 | $36K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 326 | $36K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -20.0% | 320 | $35K |
| Richardson Financial Services Inc. | 0.02% | No change | 304 | $34K |
| Lynx Investment Advisory | 0.02% | — | 303 | $33K |
| JNBA Financial Advisors | 0.00% | No change | 301 | $33K |
| Kiely Wealth Advisory Group, Inc. | 0.02% | No change | 308 | $33K |
| Adirondack Trust Co. | 0.01% | Add +78.3% | 296 | $33K |
| Roble, Belko & Company, Inc | 0.01% | No change | 286 | $32K |
| Register Financial Advisors LLC | 0.02% | No change | 284 | $31K |
| Smartleaf Asset Management LLC | 0.00% | No change | 273 | $30K |
| Syntax Research, Inc. | 0.02% | No change | 262 | $29K |
| West Branch Capital LLC | 0.01% | No change | 259 | $29K |
| Anfield Capital Management, LLC | 0.01% | No change | 258 | $28K |
| Founders Financial Alliance, LLC | 0.01% | No change | 256 | $28K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -75.6% | 245 | $27K |
| Avion Wealth | 0.01% | No change | 248 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | Add +29.1% | 244 | $27K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -46.5% | 240 | $26K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 232 | $26K |
| Venturi Wealth Management, LLC | 0.00% | No change | 230 | $25K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 222 | $24K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 219 | $24K |
| Wolff Wiese Magana LLC | 0.02% | No change | 218 | $24K |
| Tyler-Stone Wealth Management | 0.01% | No change | 214 | $24K |
| TFC Financial Management, Inc. | 0.00% | No change | 202 | $22K |
| GoalVest Advisory LLC | 0.01% | No change | 201 | $22K |
| Albion Financial Group | 0.00% | No change | 200 | $22K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $22K |
| American National Bank & Trust | 0.00% | No change | 195 | $22K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -91.8% | 184 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 180 | $20K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Reduce -88.2% | 178 | $20K |
| Rice Partnership, LLC | 0.00% | New | 174 | $19K |
| Mascoma Wealth Management LLC | 0.00% | No change | 168 | $19K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 167 | $18K |
| Riverview Trust Co | 0.02% | No change | 150 | $17K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 150 | $17K |
| JDM Financial Group LLC | 0.01% | No change | 134 | $15K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 133 | $15K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 130 | $14K |
| St Germain D J Co. Inc. | 0.00% | Reduce -8.6% | 127 | $14K |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 127 | $14K |
| PrairieView Partners, LLC | 0.00% | No change | 125 | $13K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 112 | $12K |
| Phillips Financial Management, LLC | 0.00% | New | 109 | $12K |
| Bangor Savings Bank | 0.00% | New | 107 | $12K |
| Clear Point Advisors Inc. | 0.01% | No change | 104 | $11K |
| Triad Wealth Partners, LLC | 0.01% | New | 102 | $11K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 102 | $11K |
| Windsor Advisory Group, LLC | 0.02% | No change | 101 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $11K |
| Peoples Financial Services Corp. | 0.00% | New | 99 | $11K |
| Investors Research Corp | 0.00% | No change | 98 | $11K |
| Webster Bank, N. A. | 0.00% | No change | 98 | $11K |
| NFSG Corp | 0.00% | No change | 96 | $11K |
| Ashton Thomas Securities, LLC | 0.00% | — | 94 | $10K |
| Field & Main Bank | 0.00% | No change | 90 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 87 | $10K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 86 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 78 | $9K |
| Abound Wealth Management | 0.00% | No change | 69 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 60 | $7K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 58 | $6K |
| Anchor Investment Management, LLC | 0.00% | No change | 55 | $6K |
| Nemes Rush Group LLC | 0.00% | No change | 51 | $6K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 50 | $6K |
| Robinswood Financial LLC | 0.00% | New | 45 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 42 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 36 | $4K |
| PFG Private Wealth Management, LLC | 0.00% | Reduce -44.3% | 34 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 32 | $4K |
| New Millennium Group LLC | 0.00% | New | 31 | $3K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 30 | $3K |
| Piscataqua Savings Bank | 0.00% | No change | 30 | $3K |
| HighMark Wealth Management LLC | 0.00% | No change | 28 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 20 | $2K |
| Kelly Financial Services LLC | 0.00% | No change | 20 | $2K |
| Family Firm, Inc. | 0.00% | New | 19 | $2K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 19 | $2K |
| Tower View Wealth Management LLC | 0.00% | No change | 18 | $2K |
| Operose Advisors LLC | 0.00% | No change | 14 | $2K |
| Main Street Group, LTD | 0.00% | No change | 12 | $1K |
| Westend Capital Management, LLC | 0.00% | No change | 11 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $1K |
| Your Advocates Ltd., LLP | 0.00% | No change | 9 | $993 |
| Dogwood Wealth Management LLC | 0.00% | New | 8 | $884 |
| Morris Financial Concepts, Inc. | 0.00% | No change | 8 | $883 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 8 | $883 |
| Tidemark, LLC | 0.00% | Reduce -86.8% | 7 | $772 |
| Motco | 0.00% | Reduce -99.8% | 6 | $662 |
| Angeles Wealth Management, LLC | 0.00% | New | 4 | $441 |
"% of holder's portfolio" is IWP's weight in each manager's 13F, not the share of iShares Russell Mid-Cap Grow the manager owns.