iShares Russell Mid-Cap GrowIWPETF
13F holders, Q3 2024 (September 30)1,022holders +5
59new positions
55sold out
4famous investors
$117.20avg. 13F price*
At the end of Q3 2024, 1,022 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, up 5 from Q2 2024. 59 opened new positions and 55 sold out. The largest holders were Morgan Stanley ($1.3B), Bank of America Corp. ($836.0M) and Wells Fargo & Company ($586.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Russell Mid-Cap Grow
- CUSIP
- 464287481
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $48.5M |
| Exits | 55 | $76.0M |
All 13F filers, Q2 2024 → Q3 2024: 4,074,368 shares bought and 6,711,271 shares sold, net −2,636,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,022 holders
| Morgan Stanley | 0.09% | Add +0.0% | 10,814,391 | $1.3B |
| Bank of America Corp. | 0.07% | Add +14.1% | 7,127,992 | $836.0M |
| Wells Fargo & Company | 0.14% | Reduce -1.7% | 5,000,551 | $586.5M |
| Jones Financial Companies LLLP | 0.53% | Add +4.6% | 4,404,373 | $516.4M |
| Tiaa Trust, National Association | 1.23% | Reduce -17.4% | 3,524,405 | $413.4M |
| PNC Financial Services Group, Inc. | 0.20% | Reduce -4.2% | 2,658,038 | $311.8M |
| Ameriprise Financial Inc. | 0.08% | Add +12.3% | 2,607,619 | $305.8M |
| Commonwealth Equity Services, LLC | 0.44% | Reduce -9.1% | 2,475,873 | $290.4M |
| UBS Group AG | 0.08% | Add +1.4% | 2,287,211 | $268.3M |
| Cassaday & Co Wealth Management LLC | 7.08% | Add +2.3% | 2,134,150 | $250.3M |
| Commerce Bank | 1.34% | Reduce -1.9% | 1,857,652 | $217.9M |
| LPL Financial LLC | 0.10% | Add +11.1% | 1,814,140 | $212.8M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -27.0% | 1,637,656 | $192.1M |
| Envestnet Portfolio Solutions, Inc. | 0.57% | Reduce -3.4% | 1,491,502 | $174.9M |
| First Citizens Bank & Trust Co. | 3.68% | Reduce -0.4% | 1,425,700 | $167.2M |
| US Bancorp \de | 0.21% | Reduce -7.5% | 1,404,736 | $164.8M |
| FMR LLC | 0.01% | Reduce -2.4% | 1,162,939 | $136.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +2.5% | 892,878 | $104.7M |
| GLOBALT Investments LLC / GA | 3.86% | Reduce -4.0% | 878,778 | $103.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.2% | 792,804 | $93.0M |
| Cullen/Frost Bankers, Inc. | 1.19% | Add +1.3% | 746,559 | $87.6M |
| Truist Financial Corp. | 0.13% | Reduce -14.6% | 710,027 | $83.3M |
| CIBC Private Wealth Group LLC | 0.15% | Reduce -1.0% | 691,999 | $81.2M |
| Royal Bank of Canada | 0.02% | Reduce -8.4% | 674,226 | $79.1M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +0.1% | 632,436 | $74.2M |
| Equitable Holdings, Inc. | 0.69% | Add +0.2% | 610,032 | $71.6M |
| Mariner, LLC | 0.12% | Add +5.0% | 566,584 | $66.5M |
| American Family Investments, Inc. | 4.48% | Reduce -18.9% | 541,095 | $63.5M |
| Wellington Management Group LLP | 0.01% | Add +156.5% | 521,898 | $61.2M |
| Zions Bancorporation, N.A. | 4.36% | Reduce -13.8% | 509,806 | $59.8M |
| Stephens Inc. | 0.84% | Add +0.3% | 502,160 | $58.9M |
| Osaic Holdings, Inc. | 0.13% | Reduce -29.9% | 476,731 | $55.9M |
| Stephens Group Asset Management, LLC | 4.38% | Reduce -1.5% | 446,802 | $52.4M |
| Rodgers & Associates, LTD | 6.12% | Add +1.0% | 437,027 | $51.3M |
| Johnson Investment Counsel Inc. | 0.49% | Add +2.9% | 427,209 | $50.1M |
| Cetera Investment Advisers | 0.10% | Reduce -0.0% | 398,631 | $46.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -43.5% | 387,339 | $45.4M |
| Congress Asset Management Co. | 0.29% | Add +122.8% | 368,085 | $43.2M |
| Integrated Investment Consultants, LLC | 9.26% | Add +104.4% | 362,269 | $42.5M |
| Creative Planning | 0.04% | Add +0.3% | 361,983 | $42.5M |
| One Capital Management, LLC | 1.32% | Add +9.2% | 353,520 | $41.5M |
| M&T Bank Corp | 0.13% | Reduce -2.6% | 341,839 | $40.1M |
| Raymond James & Associates | 0.02% | Add +1.6% | 335,416 | $39.3M |
| RTD Financial Advisors, Inc. | 4.82% | Add +5.0% | 324,482 | $38.1M |
| AMG National Trust Bank | 1.01% | Reduce -0.8% | 319,095 | $37.4M |
| Summit Rock Advisors, LP | 13.44% | Reduce -37.4% | 292,928 | $34.4M |
| Cedar Mountain Advisors, LLC | 7.31% | Add +1.4% | 276,566 | $32.4M |
| Orion Porfolio Solutions, LLC | 0.31% | Add +3.6% | 267,498 | $31.4M |
| Orion Portfolio Solutions, LLC | 0.31% | Add +3.6% | 267,498 | $31.4M |
| Hantz Financial Services, Inc. | 0.55% | Reduce -4.3% | 262,196 | $30.8M |
| Comerica Bank | 0.12% | Reduce -3.0% | 257,948 | $30.3M |
| BNP Paribas Financial Markets | 0.03% | Add +196770.9% | 250,026 | $29.3M |
| Truepoint, Inc. | 0.76% | Reduce -0.5% | 242,114 | $28.4M |
| Krilogy Financial LLC | 1.95% | Reduce -7.5% | 240,942 | $28.3M |
| Bank of New York Mellon Corp | 0.01% | Add +28.0% | 240,913 | $28.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.8% | 237,220 | $27.8M |
| Accredited Investors Inc. | 1.53% | Reduce -1.1% | 227,576 | $26.7M |
| Badgley Phelps Wealth Managers, LLC | 0.62% | Add +0.6% | 225,958 | $26.5M |
| Fifth Third Bancorp | 0.09% | Add +0.4% | 221,745 | $26.0M |
| Prudential Financial Inc. | 0.04% | Reduce -0.1% | 216,344 | $25.4M |
| Baird Financial Group, Inc. | 0.05% | Add +6.4% | 205,287 | $24.1M |
| AE Wealth Management LLC | 0.21% | Reduce -1.6% | 200,678 | $23.5M |
| Moneta Group Investment Advisors LLC | 0.34% | Add +6.3% | 197,529 | $23.2M |
| Neuberger Berman Group LLC | 0.02% | New | 195,074 | $22.9M |
| Corient Private Wealth LP | 0.04% | Add +4.2% | 193,437 | $22.7M |
| HSBC Holdings PLC | 0.01% | Reduce -50.1% | 188,644 | $22.1M |
| Keybank National Association | 0.09% | Reduce -1.4% | 188,481 | $22.1M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.7% | 174,644 | $20.5M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +2.8% | 174,412 | $20.5M |
| Arax Advisory Partners | 1.77% | Reduce -9.5% | 169,425 | $19.9M |
| GenWealth Group, Inc. | 4.43% | Add +2.5% | 164,240 | $19.3M |
| Falcon Wealth Planning | 2.16% | Reduce -13.1% | 156,844 | $18.4M |
| MML Investors Services, LLC | 0.07% | Add +1.2% | 154,437 | $18.1M |
| Bishop & Co Investment Management, LLC | 6.89% | Add +1.1% | 154,226 | $18.1M |
| Bank of Montreal | 0.01% | Add +2.0% | 153,113 | $18.0M |
| Northern Trust Corp. | 0.00% | Reduce -11.0% | 152,250 | $17.9M |
| Legacy Edge Advisors, LLC | 2.82% | Add +8.0% | 150,515 | $17.7M |
| Synovus Financial Corp. | 0.20% | Reduce -0.1% | 148,414 | $17.4M |
| Stifel Financial Corp. | 0.02% | Reduce -1.1% | 143,315 | $16.8M |
| Natixis Advisors, LLC | 0.03% | Add +2.0% | 142,947 | $16.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.38% | Reduce -10.3% | 140,674 | $16.5M |
| FSA Wealth Management LLC | 6.54% | — | 139,538 | $16.4M |
| EP Wealth Advisors, LLC | 0.14% | Add +62.0% | 138,549 | $16.3M |
| LBJ Family Wealth Advisors, Ltd. | 9.60% | Reduce -0.2% | 137,963 | $16.2M |
| Private Advisor Group, LLC | 0.10% | Add +0.4% | 136,405 | $16.0M |
| Bokf, NA | 0.28% | Reduce -0.9% | 132,862 | $15.5M |
| Kestra Private Wealth Services, LLC | 0.28% | Add +1.3% | 129,751 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +1.8% | 126,472 | $14.8M |
| Kestra Advisory Services, LLC | 0.08% | Add +0.6% | 123,702 | $14.5M |
| JMG Financial Group, Ltd. | 0.49% | Add +1.6% | 123,493 | $14.5M |
| Wealthspire Advisors, LLC | 0.15% | Add +14.6% | 122,348 | $14.4M |
| Bartlett & Co. Wealth Management LLC | 0.21% | Reduce -0.3% | 122,099 | $14.3M |
| HUB Investment Partners, LLC | 0.62% | Reduce -6.5% | 120,902 | $14.2M |
| Curi Capital, LLC | 0.32% | Reduce -0.2% | 119,845 | $14.1M |
| Captrust Financial Advisors | 0.04% | Add +6.0% | 119,334 | $14.0M |
| Phoenix Financial Ltd. | 0.21% | Add +4.4% | 118,570 | $13.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.0% | 117,233 | $13.8M |
| Mechanics Bank Trust Department | 1.81% | Add +3.9% | 116,070 | $13.6M |
| CHURCHILL MANAGEMENT Corp | 0.15% | Reduce -1.1% | 115,027 | $13.5M |
| Citigroup Inc. | 0.01% | Add +153.6% | 114,872 | $13.5M |
| MAI Capital Management | 0.13% | Add +1.6% | 113,978 | $13.4M |
| UMB Bank, n.a. | 0.21% | Reduce -5.2% | 113,181 | $13.3M |
| Sterling Capital Management LLC | 0.17% | — | 112,088 | $13.1M |
| Pinnacle Financial Partners Inc | 0.26% | Add +2.9% | 110,067 | $12.9M |
| BlackRock, Inc. | 0.00% | — | 108,916 | $12.8M |
| Sterling Manor Financial, LLC | 8.47% | Reduce -36.7% | 106,646 | $12.5M |
| Connecticut Wealth Management, LLC | 0.58% | No change | 102,288 | $12.0M |
| LMG Wealth Partners, LLC | 2.73% | Reduce -0.2% | 101,662 | $11.9M |
| Pathstone Holdings, LLC | 0.05% | Add +1.2% | 100,810 | $11.8M |
| Voya Investment Management LLC | 0.01% | Add +1159.6% | 100,312 | $11.8M |
| Mill Creek Capital Advisors, LLC | 0.28% | Add +0.4% | 99,646 | $11.7M |
| Whitaker-Myers Wealth Managers, LTD. | 3.87% | Add +8.2% | 99,119 | $11.6M |
| NorthRock Partners, LLC | 0.38% | Reduce -1.8% | 98,603 | $11.6M |
| Whitegate Investment Counselors, Inc. | 3.05% | Add +0.1% | 97,893 | $11.5M |
| Farmers & Merchants Investments Inc. | 0.34% | Add +3.4% | 93,780 | $11.0M |
| Occidental Asset Management, LLC | 1.77% | Add +0.3% | 93,375 | $11.0M |
| Sanctuary Advisors, LLC | 0.07% | Add +18.7% | 78,476 | $10.5M |
| Southern Capital Advisors, LLC | 5.85% | Add +3.4% | 88,706 | $10.4M |
| Mesirow Financial Investment Management, Inc. | 0.20% | Add +5.7% | 88,570 | $10.4M |
| Argent Trust Co | 0.43% | Add +4.3% | 88,288 | $10.4M |
| Sequent Asset Management, LLC | 4.91% | Add +23.1% | 82,856 | $10.0M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Reduce -14.5% | 82,671 | $9.7M |
| Pegasus Partners Ltd. | 0.89% | Add +3.6% | 81,243 | $9.5M |
| Waverly Advisors, LLC | 0.17% | Reduce -6.5% | 80,057 | $9.4M |
| WestHill Financial Advisors, Inc. | 2.08% | Add +3.9% | 78,988 | $9.3M |
| XML Financial, LLC | 0.86% | Add +0.7% | 78,798 | $9.2M |
| Oppenheimer & Co. Inc. | 0.14% | Add +9.0% | 78,317 | $9.2M |
| Avantax Advisory Services, Inc. | 0.06% | Add +10.7% | 77,127 | $9.0M |
| Heck Capital Advisors, LLC | 1.03% | Add +63.4% | 76,262 | $8.9M |
| Avantax Planning Partners, Inc. | 0.32% | Reduce -42.2% | 75,171 | $8.8M |
| Conning Inc. | 0.29% | Add +6.8% | 70,615 | $8.3M |
| First Citizens Asset Management, Inc. | 2.81% | Reduce -1.2% | 67,348 | $7.9M |
| First Foundation Advisors | 0.30% | Reduce -0.0% | 66,791 | $7.8M |
| Freestone Capital Holdings, LLC | 0.26% | Reduce -1.0% | 65,023 | $7.6M |
| J.W. Cole Advisors, Inc. | 0.32% | Add +2.6% | 64,943 | $7.6M |
| First Merchants Corp. | 0.28% | Add +2.0% | 63,169 | $7.4M |
| Stock Yards Bank & Trust Co. | 0.23% | Add +15.5% | 61,772 | $7.2M |
| Crescent Grove Advisors, LLC | 0.74% | Reduce -6.1% | 61,469 | $7.2M |
| GHP Investment Advisors, Inc. | 0.33% | Reduce -3.0% | 61,407 | $7.2M |
| Johnson Financial Group, Inc. | 0.32% | Reduce -6.4% | 60,171 | $7.1M |
| NewEdge Advisors, LLC | 0.05% | Add +0.5% | 59,818 | $7.0M |
| Wescott Financial Advisory Group, LLC | 0.74% | Add +2.4% | 58,669 | $6.9M |
| Tocqueville Asset Management L.P. | 0.11% | Reduce -3.2% | 57,558 | $6.8M |
| Condor Capital Management | 0.60% | Add +3.5% | 56,591 | $6.6M |
| Focus Partners Wealth | 0.02% | Reduce -92.3% | 56,535 | $6.6M |
| Vance Wealth, LLC | 2.51% | Add +5.5% | 56,490 | $6.6M |
| Corundum Group, Inc. | 3.02% | Reduce -1.9% | 56,444 | $6.6M |
| KMG Fiduciary Partners, LLC | 0.57% | Add +58.2% | 56,314 | $6.6M |
| Petra Financial Advisors Inc. | 4.34% | Add +1.8% | 56,095 | $6.6M |
| Clearstead Advisors, LLC | 0.10% | Reduce -1.2% | 54,470 | $6.4M |
| McAdam, LLC | 0.35% | Add +6.8% | 53,922 | $6.3M |
| Modera Wealth Management, LLC | 0.08% | Reduce -1.1% | 52,975 | $6.2M |
| First Horizon Advisors, Inc. | 0.17% | Reduce -0.7% | 51,807 | $6.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.4% | 51,806 | $6.0M |
| Cerity Partners LLC | 0.01% | Add +13.7% | 51,200 | $6.0M |
| Powell Investment Advisors, LLC | 2.72% | Add +4.4% | 49,638 | $5.8M |
| Prosperity Consulting Group, LLC | 0.45% | Add +2.2% | 49,117 | $5.8M |
| Forte Capital LLC | 0.65% | Reduce -6.3% | 48,710 | $5.7M |
| Mainsail Financial Group, LLC | 3.38% | Reduce -10.2% | 47,660 | $5.7M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +3.4% | 48,308 | $5.7M |
| Blair William & Co. | 0.02% | Reduce -1.1% | 47,423 | $5.6M |
| Clear Harbor Asset Management, LLC | 0.46% | Reduce -0.6% | 47,212 | $5.5M |
| 9258 Wealth Management, LLC | 0.79% | Add +0.2% | 45,800 | $5.4M |
| Fifth Third Securities, Inc. | 0.51% | Reduce -1.5% | 45,668 | $5.4M |
| Axiom Advisory, LLC | 0.05% | Add +1.6% | 47,809 | $5.3M |
| Lee Financial Co | 0.76% | Reduce -3.5% | 45,460 | $5.3M |
| Councilor Wealth, LLC | 2.58% | Reduce -1.1% | 45,021 | $5.3M |
| Old National Bancorp | 0.12% | Add +4.1% | 44,876 | $5.3M |
| Cresset Asset Management, LLC | 0.02% | Add +2.4% | 44,829 | $5.3M |
| Peapack Gladstone Financial Corp. | 0.08% | Reduce -6.2% | 44,508 | $5.2M |
| Cwm, LLC | 0.02% | Reduce -4.4% | 44,194 | $5.2M |
| Kingsview Wealth Management, LLC | 0.11% | Add +187.1% | 43,393 | $5.1M |
| Lido Advisors, LLC | 0.04% | Reduce -1.4% | 43,236 | $5.1M |
| TD Private Client Wealth LLC | 0.14% | Reduce -4.5% | 42,664 | $5.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.75% | Add +14.8% | 42,289 | $5.0M |
| Mutual Advisors, LLC | 0.14% | Add +442.2% | 41,034 | $4.9M |
| TAGStone Capital, Inc. | 2.50% | Add +2.8% | 41,719 | $4.9M |
| CreativeOne Wealth, LLC | 0.16% | Add +84.0% | 41,078 | $4.8M |
| Savant Capital, LLC | 0.04% | Add +39.1% | 40,937 | $4.8M |
| Platte River Wealth Advisors, LLC | 1.26% | Reduce -1.0% | 40,131 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +4.8% | 38,573 | $4.5M |
| Bank of Hawaii | 0.19% | Add +14.4% | 38,252 | $4.5M |
| Beacon Bank & Trust | 1.05% | Reduce -5.8% | 38,232 | $4.5M |
| Stevens Capital Partners | 2.14% | Add +3.2% | 38,138 | $4.5M |
| Total Clarity Wealth Management, Inc. | 1.44% | Add +7.7% | 38,097 | $4.5M |
| Investment Partners, LTD. | 1.86% | Reduce -6.0% | 38,065 | $4.5M |
| Citadel Advisors | 0.00% | Add +55.7% | 37,590 | $4.4M |
| Jefferies Financial Group Inc. | 0.08% | Reduce -3.8% | 37,190 | $4.4M |
| Acima Private Wealth, LLC | 1.46% | No change | 37,139 | $4.4M |
| Auour Investments LLC | 1.53% | Reduce -1.2% | 35,026 | $4.3M |
| Burns Matteson Capital Management, LLC | 2.36% | Reduce -0.8% | 35,905 | $4.2M |
| Coldstream Capital Management Inc. | 0.09% | Reduce -0.3% | 35,904 | $4.2M |
| McKinley Carter Wealth Services, Inc. | 0.25% | Reduce -1.9% | 35,751 | $4.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +89.3% | 35,398 | $4.2M |
| Widmann Financial Services, Inc. | 3.11% | Add +3.9% | 35,017 | $4.1M |
| Saiph Capital, LLC | 1.90% | Add +0.1% | 34,340 | $4.0M |
| Atlas Brown,Inc. | 1.38% | Add +0.7% | 33,888 | $4.0M |
| Courier Capital LLC | 0.27% | Reduce -1.7% | 33,854 | $4.0M |
| Sigma Planning Corp | 0.12% | Add +2.3% | 33,245 | $3.9M |
| IMS Capital Management | 1.75% | No change | 33,088 | $3.9M |
| Bessemer Group Inc. | 0.01% | Add +15.6% | 32,960 | $3.9M |
| USAdvisors Wealth Management, LLC | 1.35% | Add +9.7% | 32,851 | $3.9M |
| Eukles Asset Management | 1.54% | Reduce -3.2% | 32,748 | $3.8M |
| IFP Advisors, Inc | 0.14% | Add +11.1% | 32,603 | $3.8M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 32,352 | $3.8M |
| SVB Wealth LLC | 3.21% | Reduce -76.2% | 32,194 | $3.8M |
| Arcadia Wealth Management, LLC | 1.98% | Reduce -2.1% | 32,176 | $3.8M |
| Choreo, LLC | 0.05% | Add +0.5% | 31,997 | $3.7M |
| Weinberger Asset Management, Inc | 1.58% | Add +7.9% | 31,526 | $3.7M |
| Hilltop National Bank | 1.12% | Add +8.8% | 31,469 | $3.7M |
| AdvisorNet Financial, Inc | 0.27% | Add +1.1% | 30,908 | $3.6M |
| Tolleson Wealth Management, Inc. | 0.69% | Reduce -11.5% | 30,880 | $3.6M |
| Glenview Trust Co | 0.07% | Reduce -1.4% | 30,845 | $3.6M |
| Vision Capital Management, Inc. | 0.51% | Reduce -0.3% | 30,767 | $3.6M |
| Kingdom Financial Group LLC. | 2.70% | Add +1.8% | 30,752 | $3.6M |
| HM Payson & Co. | 0.06% | Reduce -0.5% | 30,253 | $3.5M |
| Mathes Company, Inc. | 1.26% | No change | 30,180 | $3.5M |
| Vanguard Group Inc. | 0.00% | Reduce -20.1% | 30,180 | $3.5M |
| MV Capital Management, Inc. | 0.37% | Reduce -0.6% | 30,057 | $3.5M |
| Hofer & Associates. Inc | 2.42% | Add +0.3% | 29,856 | $3.5M |
| Country Club Bank | 0.23% | Add +0.8% | 29,518 | $3.5M |
| Legacies Wealth LLC | 2.72% | Reduce -0.0% | 29,160 | $3.4M |
| Howard Bailey Securities, LLC | 1.29% | — | 29,068 | $3.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.0% | 29,052 | $3.4M |
| Summit Financial, LLC | 0.13% | Add +6.5% | 28,878 | $3.4M |
| Park Avenue Securities LLC | 0.04% | Add +1.1% | 28,396 | $3.3M |
| ARK & TLK Investments, LLC | 1.18% | No change | 28,196 | $3.3M |
| Harbour Investments, Inc. | 0.10% | Add +7.6% | 28,160 | $3.3M |
| Brown Advisory Inc. | 0.00% | Add +4.6% | 28,014 | $3.3M |
| Regions Financial Corp. | 0.02% | Reduce -0.4% | 27,965 | $3.3M |
| Prospera Financial Services Inc | 0.08% | Reduce -0.6% | 27,540 | $3.2M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Add +299.1% | 27,400 | $3.2M |
| Simplicity Wealth,LLC | 0.29% | Reduce -53.4% | 27,090 | $3.2M |
| Eagle Strategies LLC | 0.57% | Reduce -2.7% | 27,055 | $3.2M |
| First National Trust Co | 0.12% | Reduce -1.3% | 26,894 | $3.2M |
| Wesbanco Bank Inc. | 0.11% | Add +1.5% | 26,878 | $3.2M |
| Glenmede Trust Co. NA | 0.01% | Add +2.7% | 26,307 | $3.1M |
| MSH Capital Advisors LLC | 0.94% | Add +5.8% | 26,221 | $3.1M |
| Intrepid Financial Planning Group LLC | 1.29% | Reduce -0.3% | 25,642 | $3.0M |
| Processus Wealth & Capital Management, LLC | 2.46% | Reduce -3.0% | 25,452 | $3.0M |
| Dentgroup LLC | 2.22% | Reduce -18.8% | 25,334 | $3.0M |
| Becker Capital Management Inc. | 0.10% | Add +0.5% | 25,332 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.6% | 25,164 | $3.0M |
| FineMark National Bank & Trust | 0.10% | Add +2.9% | 25,041 | $2.9M |
| Avior Wealth Management, LLC | 0.12% | Reduce -22.2% | 25,049 | $2.9M |
| Bleakley Financial Group, LLC | 0.09% | Reduce -6.1% | 24,627 | $2.9M |
| Brighton Jones LLC | 0.10% | Add +2.9% | 23,802 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -9.4% | 23,598 | $2.8M |
| Etfidea, LLC | 0.87% | Reduce -1.9% | 23,383 | $2.7M |
| Beam Wealth Advisors, Inc. | 0.83% | Add +4.8% | 23,230 | $2.7M |
| WealthPlan Investment Management, LLC | 0.27% | New | 22,871 | $2.7M |
| Lowery Thomas, LLC | 1.82% | Reduce -8.0% | 22,857 | $2.7M |
| Essex Financial Services, Inc. | 0.19% | Add +4.3% | 21,907 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -4.9% | 22,372 | $2.6M |
| Intergy Private Wealth, LLC | 1.00% | Add +4.9% | 22,281 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.5% | 22,140 | $2.6M |
| Stonebridge Capital Advisors LLC | 0.21% | Reduce -29.6% | 22,135 | $2.6M |
| Financial Counselors Inc. | 0.04% | Add +3.1% | 21,976 | $2.6M |
| Olistico Wealth, LLC | 1.56% | Add +14.7% | 21,716 | $2.5M |
| Rathbones Group PLC | 0.01% | Add +7.1% | 21,678 | $2.5M |
| Nwam LLC | 0.15% | New | 21,592 | $2.5M |
| Pinnacle Associates Ltd. | 0.04% | Add +1.4% | 24,047 | $2.5M |
| Geneva Capital Management LLC | 0.04% | Reduce -63.8% | 21,367 | $2.5M |
| Tennessee Valley Asset Management Partners | 0.41% | Add +14.7% | 21,333 | $2.5M |
| Biondo Investment Advisors, LLC | 0.34% | Add +1.9% | 20,951 | $2.5M |
| MCF Advisors LLC | 0.17% | Reduce -0.3% | 20,850 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.5% | 20,705 | $2.4M |
| Financial Partners Group, Inc | 0.35% | Reduce -1.4% | 20,438 | $2.4M |
| Fidelis Capital Partners, LLC | 0.28% | Add +26.3% | 19,881 | $2.4M |
| Ballew Advisors, Inc | 1.60% | Add +53.8% | 19,925 | $2.4M |
| Capital Investment Counsel, LLC | 0.41% | Add +67.8% | 20,224 | $2.4M |
| Arkadios Wealth Advisors | 0.13% | Add +60.5% | 20,168 | $2.4M |
| Broadleaf Partners, LLC | 0.55% | Add +2.1% | 19,735 | $2.3M |
| Strategic Advocates LLC | 0.82% | Reduce -12.0% | 19,606 | $2.3M |
| D. E. Shaw & Co. | 0.00% | Add +17.0% | 19,547 | $2.3M |
| Harbor Investment Advisory, LLC | 0.22% | Add +2.9% | 19,207 | $2.3M |
| Sierra Capital LLC | 0.26% | Add +0.0% | 18,587 | $2.2M |
| HMS Capital Management, LLC | 1.05% | Add +1.6% | 18,348 | $2.2M |
| Nvest Financial, LLC | 1.22% | Add +5.9% | 18,276 | $2.1M |
| Horst & Graben Wealth Management LLC | 0.38% | Reduce -2.9% | 18,098 | $2.1M |
| Amarillo National Bank | 0.39% | Reduce -49.9% | 17,976 | $2.1M |
| Insight 2811, Inc. | 1.04% | Reduce -2.7% | 17,760 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -10.8% | 17,358 | $2.0M |
| Coppell Advisory Solutions LLC | 0.30% | Add +107.7% | 17,205 | $2.0M |
| Legal & General Group Plc | 0.00% | Add +127.7% | 17,190 | $2.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -30.6% | 16,911 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.14% | New | 16,835 | $2.0M |
| Sage Financial Group Inc. | 0.16% | Add +0.1% | 16,684 | $2.0M |
| Claro Advisors Inc. | 0.25% | Reduce -2.6% | 16,649 | $2.0M |
| Nadler Financial Group, Inc. | 0.21% | No change | 16,625 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -3.2% | 16,615 | $1.9M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -0.1% | 16,538 | $1.9M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +3.3% | 16,516 | $1.9M |
| Builder Investment Group Inc. | 0.52% | Add +0.2% | 16,366 | $1.9M |
| HWG Holdings LP | 0.66% | Reduce -39.9% | 16,295 | $1.9M |
| Shakespeare Wealth Management, LLC | 0.49% | Add +1.5% | 16,127 | $1.9M |
| Castleark Management LLC | 0.08% | No change | 16,000 | $1.9M |
| Kanawha Capital Management LLC | 0.14% | No change | 15,974 | $1.9M |
| Sandy Spring Bank | 0.08% | Reduce -0.6% | 15,802 | $1.9M |
| Global Trust Asset Management, LLC | 0.69% | Reduce -17.1% | 15,769 | $1.8M |
| Global Strategic Investment Solutions, LLC | 0.21% | Add +0.1% | 15,672 | $1.8M |
| MWA Asset Management | 1.21% | Add +1.2% | 15,493 | $1.8M |
| First National Bank Sioux Falls | 0.82% | No change | 15,290 | $1.8M |
| Western Wealth Management, LLC | 0.10% | Reduce -1.8% | 15,112 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -2.2% | 14,463 | $1.8M |
| Meridian Wealth Management, LLC | 0.09% | New | 14,984 | $1.8M |
| Graypoint LLC | 0.11% | No change | 14,806 | $1.7M |
| Cordatus Wealth Management LLC | 0.62% | Reduce -0.3% | 14,658 | $1.7M |
| &partners | 0.03% | Add +36.9% | 14,565 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Add +1.1% | 14,469 | $1.7M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -2.6% | 14,460 | $1.7M |
| Certified Advisory Corp | 0.19% | Add +40.8% | 14,442 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Add +14.1% | 14,374 | $1.7M |
| Dominguez Wealth Management Solutions, Inc. | 1.21% | Reduce -5.7% | 14,293 | $1.7M |
| Valeo Financial Advisors, LLC | 0.05% | Add +5.8% | 14,288 | $1.7M |
| Thomasville National Bank | 0.12% | Reduce -5.1% | 14,156 | $1.7M |
| Pointe Capital Management LLC | 0.96% | Add +17.8% | 14,065 | $1.6M |
| Rehmann Capital Advisory Group | 0.11% | Add +0.0% | 14,053 | $1.6M |
| Cadence Bank | 0.11% | New | 14,029 | $1.6M |
| Trust Point Inc. | 0.12% | No change | 13,889 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +27.0% | 13,800 | $1.6M |
| Advisors Capital Management, LLC | 0.03% | Add +1.1% | 13,793 | $1.6M |
| First National Bank of Omaha | 0.10% | No change | 13,740 | $1.6M |
| CW Advisors, LLC | 0.02% | Add +145.4% | 13,733 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +19.8% | 13,683 | $1.6M |
| Tradition Wealth Management, LLC | 0.14% | Reduce -0.5% | 13,598 | $1.6M |
| Ritter Daniher Financial Advisory LLC / DE | 0.46% | Add +1.1% | 13,452 | $1.6M |
| TBH Global Asset Management, LLC | 0.34% | No change | 13,404 | $1.6M |
| Park Place Capital Corp | 0.45% | Reduce -0.5% | 13,402 | $1.6M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 13,400 | $1.6M |
| Cordgrass Capital Advisors, LLC | 0.45% | Reduce -1.5% | 13,110 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Reduce -66.0% | 12,963 | $1.5M |
| BTC Capital Management, Inc. | 0.14% | No change | 12,946 | $1.5M |
| Allegheny Financial Group | 0.37% | Reduce -0.8% | 12,921 | $1.5M |
| Planning Capital Management Corp | 1.00% | Add +111.1% | 12,896 | $1.5M |
| Foundations Investment Advisors, LLC | 0.03% | Add +163.1% | 12,850 | $1.5M |
| Perennial Investment Advisors, LLC | 0.19% | Reduce -1.9% | 12,767 | $1.5M |
| Ancora Advisors LLC | 0.03% | No change | 12,738 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.49% | Reduce -0.2% | 12,683 | $1.5M |
| Highland Capital Management, LLC | 0.08% | Reduce -3.4% | 12,672 | $1.5M |
| Financial Freedom, LLC | 0.78% | Reduce -0.3% | 12,572 | $1.5M |
| Burke & Herbert Bank & Trust Co. | 0.34% | Reduce -2.8% | 12,524 | $1.5M |
| Aspiriant, LLC | 0.05% | No change | 12,313 | $1.4M |
| Paragon Financial Partners, Inc. | 1.05% | Add +61.1% | 12,239 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +6.8% | 12,212 | $1.4M |
| 1ST Source Bank | 0.08% | Add +3.7% | 12,196 | $1.4M |
| Advisory Services Network, LLC | 0.03% | No change | 12,936 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +5.3% | 12,107 | $1.4M |
| Tsfg, LLC | 0.31% | Reduce -13.3% | 12,078 | $1.4M |
| Renasant Bank | 0.93% | Reduce -2.6% | 12,079 | $1.4M |
| Passumpsic Savings Bank | 0.93% | Add +7.5% | 12,066 | $1.4M |
| Lion Street Advisors, LLC | 0.49% | Reduce -0.2% | 12,037 | $1.4M |
| PGIM Custom Harvest LLC | 0.03% | Add +10.3% | 12,012 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -0.8% | 11,752 | $1.4M |
| Venture Visionary Partners LLC | 0.06% | Reduce -1.2% | 11,725 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -0.7% | 11,520 | $1.4M |
| Taylor & Morgan Wealth Management, LLC | 0.90% | Reduce -0.7% | 11,410 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +2.4% | 11,401 | $1.3M |
| Composition Wealth, LLC | 0.03% | Add +20.8% | 11,398 | $1.3M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -3.9% | 11,117 | $1.3M |
| Clearstead Trust, LLC | 0.32% | Reduce -7.3% | 11,312 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +2.2% | 11,239 | $1.3M |
| Capital Analysts, LLC | 0.05% | Add +5.2% | 11,209 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.08% | Add +0.4% | 11,159 | $1.3M |
| Willner & Heller, LLC | 1.16% | Add +2.3% | 11,135 | $1.3M |
| AlTi Global, Inc. | 0.03% | Reduce -2.0% | 11,118 | $1.3M |
| Luts & Greenleigh Group, Inc. | 1.25% | Add +0.9% | 11,108 | $1.3M |
| Ellerson Group Inc. | 1.02% | No change | 11,067 | $1.3M |
| Roberts Financial Services LLC | 0.24% | Reduce -0.2% | 11,049 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -2.0% | 86,528 | $1.3M |
| Stillwater Capital Advisors, LLC | 0.17% | Add +0.3% | 10,940 | $1.3M |
| Independent Financial Group, LLC | 0.05% | Add +6.0% | 10,927 | $1.3M |
| FAS Wealth Partners, Inc. | 0.10% | Add +0.9% | 10,900 | $1.3M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -1.0% | 10,864 | $1.3M |
| James J. Burns & Company, LLC | 0.23% | Reduce -2.8% | 10,791 | $1.3M |
| Sax Wealth Advisors, LLC | 0.11% | Reduce -4.2% | 10,791 | $1.3M |
| StoneX Group Inc. | 0.09% | Add +11.6% | 10,762 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +14.4% | 10,756 | $1.3M |
| Ascentis Independent Advisors | 0.20% | Reduce -32.6% | 10,656 | $1.2M |
| Reynders McVeigh Capital Management, LLC | 0.07% | No change | 10,650 | $1.2M |
| Canandaigua National Bank & Trust Co. | 0.12% | New | 10,629 | $1.2M |
| Cranbrook Wealth Management, LLC | 0.28% | Reduce -2.9% | 10,615 | $1.2M |
| Whittier Trust Co. | 0.02% | No change | 10,601 | $1.2M |
| Summit Wealth Partners, LLC | 0.24% | Reduce -1.3% | 10,570 | $1.2M |
| One Day In July LLC | 0.14% | No change | 10,561 | $1.2M |
| Townsquare Capital LLC | 0.01% | Reduce -6.8% | 10,557 | $1.2M |
| Princeton Global Asset Management LLC | 0.24% | Add +578.1% | 10,517 | $1.2M |
| National Philanthropic Trust | 0.02% | No change | 10,431 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.17% | No change | 10,317 | $1.2M |
| Clearbridge Investments, LLC | 0.00% | Reduce -53.6% | 10,249 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.28% | No change | 10,088 | $1.2M |
| Key Financial Inc | 0.26% | No change | 9,985 | $1.2M |
| Smith Salley Wealth Management | 0.08% | Reduce -0.2% | 9,983 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +0.8% | 9,939 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -56.4% | 9,932 | $1.2M |
| Fiduciary Trust Co | 0.02% | No change | 9,810 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +125.5% | 9,754 | $1.1M |
| BHK Investment Advisors, LLC | 0.42% | Reduce -2.0% | 9,704 | $1.1M |
| Proactive Wealth Strategies LLC | 0.63% | — | 9,672 | $1.1M |
| Orin Green Financial, LLC | 0.48% | Reduce -3.5% | 9,510 | $1.1M |
| Econ Financial Services Corp | 0.62% | New | 9,480 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +9.2% | 9,373 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -0.5% | 9,321 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +7.0% | 9,254 | $1.1M |
| Wealth Management Partners, LLC | 0.50% | Reduce -1.7% | 9,161 | $1.1M |
| Duncan Williams Asset Management, LLC | 0.59% | New | 9,119 | $1.1M |
| LMCG Investments, LLC | 0.06% | No change | 9,094 | $1.1M |
| EPG Wealth Management LLC | 0.27% | Add +0.0% | 9,060 | $1.1M |
| Strata Wealth Advisors, LLC | 0.34% | No change | 9,033 | $1.1M |
| PACK Private Wealth, LLC | 0.60% | No change | 9,031 | $1.1M |
| Brickley Wealth Management | 0.22% | Reduce -3.4% | 9,031 | $1.1M |
| Raymond James Trust N.A. | 0.02% | Add +3.9% | 8,979 | $1.1M |
| Holland Advisory Services, Inc. | 1.37% | Reduce -0.4% | 8,938 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -2.1% | 8,654 | $1.0M |
| Atticus Wealth Management, LLC | 0.32% | Reduce -6.4% | 8,615 | $1.0M |
| Keel Point, LLC | 0.08% | Reduce -6.7% | 8,588 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +5.0% | 8,528 | $1.0M |
| Napatree Capital LLC | 0.69% | Reduce -29.9% | 8,491 | $996K |
| Waypoint Capital Advisors, LLC | 0.21% | No change | 8,466 | $993K |
| Signaturefd, LLC | 0.02% | No change | 8,439 | $990K |
| Lanark Financial, Inc. | 0.08% | Add +1.7% | 8,175 | $958K |
| Moneco Advisors, LLC | 0.12% | Add +51.5% | 8,114 | $952K |
| Callan Family Office, LLC | 0.16% | Add +23.3% | 8,114 | $952K |
| Millennium Management | 0.00% | New | 8,107 | $951K |
| GFS Advisors, LLC | 0.20% | Add +706.5% | 8,000 | $938K |
| Aft, Forsyth & Company, Inc. | 0.46% | Add +0.0% | 7,992 | $937K |
| Calamos Wealth Management LLC | 0.05% | No change | 7,947 | $932K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -1.3% | 7,879 | $924K |
| Spire Wealth Management | 0.03% | Add +0.9% | 7,859 | $922K |
| Evergreen Capital Management LLC | 0.03% | Add +9.7% | 7,812 | $916K |
| Rebalance, LLC | 0.07% | Add +5.4% | 7,803 | $915K |
| Octavia Wealth Advisors, LLC | 0.11% | Reduce -13.2% | 7,797 | $914K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -1.4% | 7,788 | $913K |
| Allworth Financial LP | 0.01% | Add +0.1% | 7,722 | $906K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +5.5% | 7,712 | $905K |
| Marshall Financial Group Inc. | 0.27% | Add +0.1% | 7,695 | $903K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 7,680 | $901K |
| Alpine Bank Wealth Management | 0.14% | — | 7,640 | $896K |
| Capital Square, LLC | 0.54% | Add +3.8% | 7,629 | $895K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.4% | 7,454 | $874K |
| BLB&B Advisors, LLC | 0.04% | Add +1.6% | 7,428 | $871K |
| Garrison Point Advisors, LLC | 0.54% | Reduce -1.3% | 7,402 | $868K |
| Greenleaf Trust | 0.01% | No change | 7,329 | $860K |
| Principal Financial Group Inc. | 0.00% | Reduce -68.4% | 7,300 | $856K |
| Wedgewood Investors Inc. | 0.93% | Reduce -4.0% | 7,249 | $850K |
| Harbour Capital Advisors, LLC | 0.20% | No change | 7,105 | $849K |
| Element Wealth, LLC | 0.45% | Add +1.6% | 7,225 | $847K |
| Affiance Financial, LLC | 0.21% | No change | 7,222 | $847K |
| Cassady Schiller Wealth Management, LLC | 0.31% | No change | 7,204 | $845K |
| Revolve Wealth Partners, LLC | 0.13% | No change | 7,188 | $843K |
| Valmark Advisers, Inc. | 0.01% | Add +1.4% | 7,180 | $842K |
| Linscomb Wealth, Inc. | 0.04% | No change | 7,097 | $832K |
| Sweet Financial Partners, LLC | 0.18% | No change | 7,077 | $830K |
| Valued Retirements, Inc. | 1.14% | Add +6.8% | 7,076 | $830K |
| Wolf Group Capital Advisors | 0.39% | Add +10.1% | 8,440 | $816K |
| Rockland Trust Co. | 0.04% | Add +11.3% | 6,870 | $806K |
| Bedel Financial Consulting, Inc. | 0.11% | Reduce -9.7% | 6,864 | $805K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +25.8% | 6,853 | $804K |
| Argent Advisors, Inc. | 0.30% | Reduce -0.4% | 6,830 | $801K |
| Legacy Bridge, LLC | 0.43% | No change | 6,809 | $799K |
| Bensler, LLC | 0.10% | Add +0.0% | 6,805 | $798K |
| Ashton Thomas Private Wealth, LLC | 0.04% | No change | 6,796 | $797K |
| QRG Capital Management, Inc. | 0.01% | Add +15.0% | 6,780 | $795K |
| Round Rock Advisors LLC | 0.19% | No change | 6,766 | $794K |
| Stonebridge Financial Planning Group, LLC | 0.38% | Reduce -5.1% | 6,760 | $793K |
| Haverford Trust Co | 0.01% | No change | 6,755 | $792K |
| Next Capital Management LLC | 0.32% | Reduce -19.0% | 6,717 | $788K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +12.4% | 6,697 | $785K |
| Garden State Investment Advisory Services LLC | 0.25% | Reduce -3.7% | 6,678 | $783K |
| CENTRAL TRUST Co | 0.02% | Reduce -82.5% | 6,650 | $780K |
| Jane Street Group, LLC | 0.00% | Reduce -82.7% | 6,606 | $775K |
| Gryphon Financial Partners LLC | 0.11% | Reduce -13.6% | 6,585 | $772K |
| First United Bank & Trust | 0.28% | No change | 6,560 | $769K |
| Rovin Capital /Ut/ | 0.28% | Add +75.7% | 6,534 | $766K |
| Washington Trust Bank | 0.07% | Add +18.6% | 6,443 | $756K |
| Easterly Investment Partners LLC | 0.06% | No change | 6,438 | $755K |
| Signature Estate & Investment Advisors LLC | 0.02% | No change | 6,435 | $755K |
| Heritage Wealth Advisors | 0.04% | No change | 6,434 | $755K |
| Iams Wealth Management, LLC | 0.37% | Add +1.1% | 6,413 | $752K |
| Colonial Trust Co / SC | 0.12% | Reduce -5.5% | 6,411 | $752K |
| Atlantic Union Bankshares Corp | 0.04% | Reduce -48.0% | 6,391 | $750K |
| Pettyjohn, Wood & White, Inc. | 0.14% | Add +31.1% | 6,384 | $749K |
| Northeast Financial Consultants Inc | 0.03% | Reduce -0.8% | 6,331 | $743K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.6% | 6,327 | $742K |
| GYL Financial Synergies, LLC | 0.06% | Reduce -1.1% | 6,307 | $740K |
| Global Wealth Strategies & Associates | 0.24% | No change | 6,298 | $739K |
| Fulton Bank, N.A. | 0.03% | Add +38.0% | 6,263 | $735K |
| Appleton Partners Inc. | 0.05% | Add +6.0% | 6,226 | $730K |
| Guidance Capital, Inc. | 0.23% | Reduce -0.8% | 5,956 | $727K |
| Carl P. Sherr & Co., LLC | 0.38% | Reduce -10.1% | 6,191 | $726K |
| NBT Bank, N.A. | 0.05% | No change | 6,147 | $721K |
| Financial Alternatives, Inc | 0.51% | Reduce -4.4% | 6,140 | $720K |
| Richardson Capital Management LLC | 0.50% | No change | 6,119 | $718K |
| Viewpoint Capital Management LLC | 0.39% | No change | 6,000 | $703K |
| Private Portfolio Partners LLC | 0.13% | New | 5,995 | $703K |
| Pathway Financial Advisors LLC | 0.18% | No change | 5,950 | $698K |
| Principal Securities, Inc. | 0.02% | Add +14.4% | 5,950 | $698K |
| Leavell Investment Management, Inc. | 0.03% | Add +2.5% | 5,945 | $697K |
| Strategic Financial Concepts, LLC | 0.22% | Reduce -99.1% | 5,884 | $690K |
| Global Wealth Management Investment Advisory, Inc. | 0.15% | Reduce -13.4% | 5,877 | $689K |
| Magnus Financial Group LLC | 0.07% | Add +0.1% | 5,871 | $689K |
| BlueSky Wealth Advisors, LLC | 0.11% | No change | 5,850 | $686K |
| Oarsman Capital, Inc. | 0.13% | Add +32.0% | 5,817 | $682K |
| Associated Banc-Corp | 0.02% | Add +9.3% | 5,788 | $679K |
| Standard Family Office LLC | 0.82% | No change | 5,778 | $678K |
| HB Wealth Management, LLC | 0.01% | No change | 5,772 | $677K |
| Walled Lake Planning & Wealth Management, LLC | 0.25% | Add +5.5% | 5,763 | $676K |
| Saxon Interests, Inc. | 0.31% | Reduce -62.1% | 5,738 | $673K |
| Manchester Capital Management LLC | 0.08% | No change | 5,693 | $668K |
| FWG Investments, LLC. | 0.58% | Reduce -12.6% | 5,691 | $667K |
| Perigon Wealth Management, LLC | 0.02% | Add +1.1% | 5,658 | $664K |
| Lazard Asset Management LLC | 0.00% | No change | 5,661 | $663K |
| Investmark Advisory Group LLC | 0.32% | Add +5.2% | 5,637 | $661K |
| Contravisory Investment Management, Inc. | 0.14% | Add +0.3% | 5,620 | $659K |
| Ruggaard & Associates LLC | 0.29% | No change | 5,600 | $657K |
| Belpointe Asset Management LLC | 0.04% | Add +17.3% | 5,594 | $656K |
| NTV Asset Management LLC | 0.09% | No change | 5,551 | $651K |
| First Western Trust Bank | 0.03% | Add +4.4% | 5,537 | $649K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 5,462 | $641K |
| Rockwood Wealth Management, LLC | 0.07% | Add +2.0% | 5,451 | $639K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -5.4% | 5,445 | $639K |
| Allen Investment Management, LLC | 0.01% | No change | 5,439 | $638K |
| Rossmore Private Capital | 0.08% | No change | 5,428 | $637K |
| Retirement Income Solutions, Inc. | 0.15% | No change | 5,417 | $635K |
| Diversified Trust Co. | 0.02% | Reduce -14.0% | 5,413 | $635K |
| Hilltop Holdings Inc. | 0.04% | Reduce -68.1% | 5,400 | $633K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.1% | 5,335 | $626K |
| White Knight Strategic Wealth Advisors, LLC | 0.57% | Reduce -0.0% | 5,329 | $625K |
| Red Tortoise LLC | 0.31% | Reduce -0.1% | 5,310 | $623K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.7% | 5,297 | $621K |
| SouthState Bank Corp | 0.04% | Reduce -7.3% | 5,281 | $619K |
| WealthPLAN Partners, LLC | 0.08% | No change | 5,205 | $610K |
| Meridian Management Co. | 0.15% | No change | 5,200 | $610K |
| Atria Investments, Inc | 0.01% | Reduce -54.1% | 5,148 | $604K |
| Owen LaRue, LLC | 0.32% | Add +0.1% | 5,138 | $603K |
| Betterment LLC | 0.00% | Add +29.1% | 5,130 | $602K |
| Sharkey, Howes & Javer | 0.09% | Reduce -6.2% | 5,103 | $599K |
| Essex Bank | 0.15% | No change | 5,099 | $598K |
| Bragg Financial Advisors, Inc | 0.02% | Add +22.5% | 5,090 | $597K |
| Viawealth, LLC | 0.35% | No change | 5,086 | $597K |
| Nicolet Bankshares Inc. | 0.12% | Reduce -4.2% | 5,080 | $596K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 5,076 | $595K |
| Flagship Private Wealth, LLC | 0.30% | Add +5.0% | 5,047 | $592K |
| Chicago Wealth Management, Inc. | 0.32% | No change | 5,040 | $591K |
| White Pine Capital LLC | 0.20% | Add +60.5% | 5,012 | $588K |
| Halpern Financial, Inc. | 0.15% | No change | 4,996 | $584K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -1.3% | 4,975 | $584K |
| Bailard, Inc. | 0.02% | No change | 4,959 | $582K |
| UNIVEST FINANCIAL Corp | 0.04% | New | 4,902 | $575K |
| Gries Financial LLC | 0.11% | New | 4,900 | $575K |
| FDx Advisors, Inc. | 0.16% | No change | 4,874 | $572K |
| Aire Advisors, LLC | 0.13% | Add +0.0% | 4,826 | $566K |
| Providence Capital Advisors, LLC | 0.11% | No change | 4,808 | $564K |
| National Bank of Canada | 0.00% | Add +269.3% | 4,801 | $563K |
| Evoke Wealth, LLC | 0.02% | New | 4,767 | $559K |
| Ballentine Partners, LLC | 0.01% | No change | 4,760 | $558K |
| First International Bank & Trust | 0.18% | No change | 4,745 | $557K |
| Financial Insights, Inc. | 0.18% | Add +6.5% | 4,700 | $551K |
| Principle Wealth Partners LLC | 0.04% | No change | 4,670 | $548K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -10.6% | 4,670 | $548K |
| Maryland Capital Advisors Inc. | 0.27% | No change | 4,656 | $546K |
| Trust Co. of Vermont | 0.03% | Add +5.8% | 4,644 | $545K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 4,608 | $540K |
| Values Added Financial LLC | 0.34% | No change | 4,603 | $540K |
| Pure Financial Advisors, LLC | 0.01% | Add +1.3% | 4,602 | $540K |
| Total Wealth Planning, LLC | 0.08% | Add +0.0% | 4,591 | $538K |
| Prestige Wealth Management Group LLC | 0.11% | No change | 4,554 | $534K |
| GTS Securities LLC | 0.01% | New | 4,479 | $525K |
| L. Roy Papp & Associates, LLP | 0.06% | Add +0.1% | 4,438 | $520K |
| Stegner Investment Associates Inc. | 0.35% | No change | 4,405 | $517K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 4,393 | $515K |
| Trail Ridge Investment Advisors, LLC | 0.25% | No change | 4,293 | $514K |
| Journey Strategic Wealth LLC | 0.02% | Add +30.2% | 4,371 | $513K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.2% | 4,334 | $508K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Reduce -4.0% | 4,294 | $504K |
| Liberty Capital Management, Inc. | 0.11% | Reduce -0.2% | 4,289 | $503K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -6.7% | 4,259 | $500K |
| Mgo One Seven LLC | 0.02% | Add +17.6% | 4,247 | $498K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -0.0% | 4,171 | $498K |
| Flagstar Securities, Inc. | 0.13% | Add +2.3% | 4,240 | $497K |
| Icon Wealth Advisors, LLC | 0.04% | Add +0.0% | 4,210 | $494K |
| DAVENPORT & Co LLC | 0.00% | Reduce -4.6% | 4,162 | $488K |
| Vaughan David Investments LLC | 0.01% | No change | 4,148 | $486K |
| Trilogy Capital Inc. | 0.02% | Reduce -18.1% | 4,142 | $486K |
| First Command Advisory Services, Inc. | 0.00% | No change | 4,128 | $484K |
| Rothschild Capital Partners, LLC | 0.13% | Reduce -0.3% | 4,114 | $483K |
| Fingerlakes Wealth Management, Inc. | 0.40% | Reduce -1.5% | 4,104 | $481K |
| Annex Advisory Services, LLC | 0.02% | Add +11.2% | 4,104 | $481K |
| Cohen Capital Management, Inc. | 0.08% | Add +1.5% | 4,097 | $481K |
| Westmount Partners, LLC | 0.14% | Reduce -1.2% | 4,072 | $478K |
| Integrated Advisors Network LLC | 0.02% | Add +0.0% | 4,047 | $475K |
| Legacy Advisors, LLC | 0.05% | No change | 4,008 | $470K |
| Householder Group Estate & Retirement Specialist, LLC | 0.14% | Reduce -9.8% | 4,013 | $470K |
| Baldwin Wealth Partners LLC | 0.03% | Reduce -0.5% | 4,000 | $469K |
| Adero Partners, LLC | 0.03% | No change | 4,000 | $469K |
| Davis R M Inc. | 0.01% | No change | 4,000 | $469K |
| Rhumbline Advisers | 0.00% | Add +50.6% | 3,910 | $459K |
| Signal Advisors Wealth, LLC | 0.07% | New | 3,883 | $455K |
| Berkshire Asset Management LLC | 0.02% | No change | 4,113 | $454K |
| Patten Group, Inc. | 0.10% | Reduce -48.4% | 3,857 | $452K |
| Skyline Advisors, Inc. | 0.18% | Reduce -4.5% | 3,803 | $446K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -0.1% | 3,795 | $445K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -9.6% | 3,770 | $442K |
| FF Advisors,LLC | 0.29% | No change | 3,620 | $442K |
| IRON Financial LLC | 0.24% | Reduce -3.5% | 3,757 | $441K |
| Middleton & Co. Inc. | 0.05% | No change | 3,742 | $439K |
| Sage Capital Advisors,llc | 0.11% | No change | 3,728 | $437K |
| BlueChip Wealth Advisors LLC | 0.23% | Add +5.1% | 3,724 | $437K |
| Twin Peaks Wealth Advisors, LLC | 0.20% | Add +15.7% | 3,696 | $434K |
| Burt Wealth Advisors | 0.11% | Reduce -5.2% | 3,676 | $431K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.17% | Add +32.5% | 3,668 | $430K |
| St. Clair Advisors, LLC | 0.12% | No change | 3,658 | $429K |
| Ullmann Wealth Partners Group, LLC | 0.06% | No change | 3,629 | $426K |
| LJI Wealth Management, LLC | 0.09% | Reduce -2.3% | 3,601 | $422K |
| Texas Yale Capital Corp. | 0.02% | Add +16.1% | 3,588 | $421K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,584 | $420K |
| Moss Adams Wealth Advisors LLC | 0.05% | Add +0.0% | 3,574 | $419K |
| Steph & Co. | 0.13% | Reduce -0.5% | 3,570 | $419K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,569 | $419K |
| Sage Mountain Advisors LLC | 0.04% | Reduce -0.7% | 3,563 | $418K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -7.6% | 3,574 | $418K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,560 | $418K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | Reduce -10.8% | 3,535 | $415K |
| Kintra Wealth, LLC | 0.28% | Reduce -1.4% | 3,530 | $414K |
| Smith, Moore & Co. | 0.04% | No change | 3,524 | $413K |
| Fiera Capital Corp | 0.00% | Add +16.1% | 3,517 | $413K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -26.3% | 3,515 | $412K |
| Peterson Financial Group, Inc. | 1.58% | Reduce -14.6% | 3,504 | $411K |
| Evercore Wealth Management, LLC | 0.01% | No change | 3,499 | $410K |
| Towercrest Capital Management | 0.07% | Add +19.2% | 3,488 | $409K |
| FreeGulliver LLC | 0.24% | Add +0.8% | 3,447 | $404K |
| AMJ Financial Wealth Management | 0.12% | Reduce -1.8% | 3,443 | $404K |
| Joseph P. Lucia & Associates, LLC | 0.19% | Add +10.4% | 3,429 | $402K |
| Mason & Associates, LLC | 0.12% | Reduce -0.1% | 3,413 | $400K |
| Partners in Financial Planning | 0.08% | No change | 3,403 | $399K |
| Cynosure Group, LLC | 0.06% | No change | 3,402 | $399K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Reduce -55.9% | 3,385 | $397K |
| White Lighthouse Investment Management Inc. | 0.07% | Reduce -5.6% | 3,365 | $395K |
| MAS Advisors LLC | 0.84% | No change | 3,356 | $394K |
| Continuum Advisory, LLC | 0.05% | No change | 3,035 | $392K |
| Focus Financial Network, Inc. | 0.02% | Reduce -30.6% | 3,332 | $391K |
| HFG Advisors, Inc. | 0.34% | No change | 3,282 | $385K |
| Oxbow Advisors, LLC | 0.04% | Add +0.0% | 3,281 | $385K |
| Quadrant Capital Group LLC | 0.03% | No change | 3,274 | $384K |
| SkyOak Wealth, LLC | 0.08% | No change | 3,262 | $383K |
| Morningstar Investment Services LLC | 0.00% | Add +1.1% | 3,257 | $382K |
| Wittenberg Investment Management, Inc. | 0.12% | No change | 3,453 | $381K |
| Caldwell Trust Co | 0.04% | No change | 3,248 | $381K |
| True North Advisors, LLC | 0.10% | No change | 3,240 | $380K |
| Old North State Trust, LLC | 0.31% | No change | 3,238 | $380K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -0.2% | 3,238 | $380K |
| Citizens Financial Group Inc. | 0.01% | Add +7.9% | 3,202 | $376K |
| Paladin Advisory Group, LLC | 0.28% | No change | 3,193 | $375K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 3,191 | $374K |
| Armor Investment Advisors, LLC | 0.15% | Reduce -4.8% | 3,186 | $374K |
| NWF Advisory Services Inc. | 0.05% | No change | 3,186 | $374K |
| TNF LLC | 0.13% | Reduce -0.2% | 3,083 | $372K |
| Wolff Financial Management LLC | 0.10% | New | 3,165 | $371K |
| Signet Financial Management, LLC | 0.05% | Reduce -6.0% | 3,159 | $371K |
| Founders Financial Securities LLC | 0.03% | Reduce -35.9% | 3,152 | $370K |
| Bourgeon Capital Management LLC | 0.07% | No change | 3,151 | $370K |
| Madison Asset Management, LLC | 0.00% | No change | 3,128 | $367K |
| WealthTrust Axiom LLC | 0.11% | No change | 3,116 | $365K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 3,108 | $365K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,081 | $361K |
| Carolinas Wealth Consulting LLC | 0.07% | Reduce -1.6% | 3,077 | $361K |
| American Financial & Tax Strategies Inc. | 0.18% | No change | 3,072 | $360K |
| Regal Investment Advisors LLC | 0.03% | Reduce -21.0% | 3,042 | $357K |
| Capital Advisors Inc. | 0.01% | Reduce -1.0% | 3,018 | $354K |
| World Investment Advisors | 0.01% | New | 2,998 | $352K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -1.3% | 2,979 | $349K |
| Uptick Partners, LLC | 0.15% | Add +19.6% | 2,977 | $349K |
| Cooper Financial Group | 0.05% | Reduce -41.7% | 2,972 | $349K |
| Unionview, LLC | 0.27% | Add +0.0% | 2,946 | $346K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Add +0.1% | 2,938 | $345K |
| Sage Rhino Capital LLC | 0.08% | No change | 2,924 | $343K |
| United Capital Management of KS, Inc. | 0.07% | Reduce -0.8% | 2,896 | $340K |
| Madison Wealth Partners, Inc | 0.10% | No change | 2,891 | $339K |
| City Holding Co. | 0.05% | Reduce -0.3% | 2,889 | $339K |
| KilterHowling LLC | 0.21% | Add +0.1% | 2,862 | $336K |
| YHB Investment Advisors, Inc. | 0.03% | No change | 2,849 | $334K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.3% | 2,840 | $333K |
| Prosperity Planning, Inc. | 0.15% | Reduce -1.1% | 2,832 | $332K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +19.6% | 2,805 | $329K |
| Cahill Wealth Management, LLC | 0.17% | No change | 2,800 | $328K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -0.0% | 2,766 | $324K |
| Advisory Resource Group | 0.07% | Add +0.6% | 2,754 | $323K |
| Bridges Investment Management Inc. | 0.00% | Add +13.9% | 2,753 | $323K |
| Orgel Wealth Management, LLC | 0.01% | No change | 2,742 | $322K |
| Amplius Wealth Advisors, LLC | 0.04% | Add +8.4% | 2,735 | $321K |
| LifePlan Investment Advisors, Inc. | 0.20% | No change | 2,718 | $319K |
| Stratos Investment Management, LLC | 0.02% | Add +0.0% | 2,691 | $316K |
| Retirement Planning Group, LLC | 0.02% | Add +42.5% | 2,684 | $315K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,677 | $314K |
| Wealth Alliance, LLC | 0.04% | Reduce -29.7% | 2,667 | $313K |
| PFG Advisors | 0.02% | Reduce -15.3% | 2,653 | $311K |
| Fernwood Investment Management, LLC | 0.10% | No change | 2,640 | $310K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 2,618 | $307K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -11.7% | 2,608 | $306K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -46.5% | 2,603 | $305K |
| BCGM Wealth Management, LLC | 0.10% | Reduce -20.6% | 2,600 | $305K |
| LRI Investments, LLC | 0.03% | No change | 2,350 | $303K |
| Two Sigma Securities, LLC | 0.02% | New | 2,580 | $303K |
| TrueWealth Advisors, LLC | 0.10% | No change | 2,552 | $299K |
| First Financial Corp. | 0.14% | Reduce -4.4% | 2,539 | $298K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,440 | $298K |
| Cascade Financial Partners, LLC | 0.04% | Add +9.2% | 2,461 | $297K |
| Ellevest, Inc. | 0.02% | New | 2,532 | $297K |
| PDS Planning, Inc | 0.03% | Add +0.1% | 2,506 | $294K |
| Smithfield Trust Co | 0.01% | No change | 2,495 | $293K |
| Hazlett, Burt & Watson, Inc. | 0.13% | Add +3.9% | 2,479 | $292K |
| Radnor Capital Management, LLC | 0.04% | New | 2,479 | $291K |
| Gen-Wealth Partners Inc | 0.13% | Add +2.8% | 2,394 | $290K |
| Westfield Capital Management Co. LP | 0.00% | Add +1.9% | 2,464 | $289K |
| CRA Financial Services, LLC | 0.05% | Reduce -6.2% | 2,448 | $287K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,434 | $285K |
| Stage Harbor Financial, LLC | 0.26% | No change | 2,340 | $284K |
| Pioneer Trust Bank N A | 0.07% | No change | 2,400 | $281K |
| Elevation Point Wealth Partners, LLC | 0.03% | No change | 2,400 | $281K |
| LongView Wealth Management | 0.09% | Add +6.3% | 2,389 | $280K |
| Joel Isaacson & Co., LLC | 0.01% | New | 2,388 | $280K |
| Prairie Wealth Advisors, Inc. | 0.14% | Reduce -0.4% | 2,380 | $279K |
| PFG Investments, LLC | 0.02% | Reduce -2.4% | 2,378 | $279K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.1% | 2,375 | $279K |
| Performance Wealth Partners, LLC | 0.01% | Add +7.0% | 2,373 | $278K |
| Busey Bank | 0.01% | No change | 2,372 | $278K |
| Independence Bank of Kentucky | 0.06% | Add +28.5% | 2,368 | $278K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -4.5% | 2,355 | $276K |
| Mather Group, Llc. | 0.00% | Reduce -0.5% | 2,352 | $276K |
| Executive Wealth Management, LLC | 0.02% | New | 2,341 | $275K |
| Norden Group LLC | 0.03% | New | 2,339 | $274K |
| Advisory Alpha, LLC | 0.01% | No change | 2,330 | $273K |
| WealthShield Partners, LLC | 0.04% | No change | 2,320 | $272K |
| Kendall Capital Management | 0.08% | Add +1.9% | 2,318 | $272K |
| J. W. Coons Advisors, LLC | 0.05% | Add +0.0% | 2,316 | $272K |
| Clayton Financial Group LLC | 0.10% | Reduce -17.2% | 2,315 | $272K |
| Blue Trust, Inc. | 0.00% | Add +71.2% | 2,440 | $269K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.3% | 2,280 | $267K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 2,277 | $267K |
| Pacific Sun Financial Corp | 0.15% | Reduce -1.5% | 2,274 | $267K |
| Financial Perspectives, Inc | 0.09% | No change | 2,268 | $266K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | No change | 2,226 | $266K |
| Trivium Point Advisory, LLC | 0.04% | Add +0.9% | 2,033 | $266K |
| Monarch Capital Management Inc. | 0.07% | No change | 2,256 | $265K |
| C2C Wealth Management, LLC | 0.25% | No change | 2,213 | $264K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -2.6% | 2,250 | $264K |
| Grove Bank & Trust | 0.04% | No change | 2,246 | $263K |
| Centaurus Financial, Inc. | 0.02% | Add +5.0% | 2,245 | $263K |
| McDonald Partners LLC | 0.06% | No change | 2,200 | $258K |
| Stiles Financial Services Inc | 0.09% | No change | 2,200 | $258K |
| Yardley Wealth Management LLC | 0.15% | — | 2,200 | $258K |
| DT Investment Partners, LLC | 0.02% | No change | 2,197 | $258K |
| Breakwater Capital Group | 0.05% | Add +1.3% | 2,195 | $257K |
| Stephen J. Garry & Associates, LLC | 0.24% | No change | 2,187 | $257K |
| Private Capital Management LLC | 0.05% | Reduce -34.0% | 2,183 | $256K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 2,183 | $256K |
| Alliance Wealth Management Group | 0.07% | New | 2,156 | $253K |
| CIC Wealth, LLC | 0.06% | No change | 2,138 | $251K |
| Eubel Brady & Suttman Asset Management Inc. | 0.04% | No change | 2,120 | $249K |
| Brady Family Wealth, LLC | 0.07% | No change | 2,115 | $248K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 2,102 | $247K |
| CGN Advisors LLC | 0.02% | Reduce -6.2% | 2,098 | $246K |
| Broadview Financial Management, LLC | 0.17% | New | 2,094 | $246K |
| 17 Capital Partners, LLC | 0.16% | No change | 2,092 | $245K |
| Kowal Investment Group, LLC | 0.05% | New | 2,088 | $245K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,088 | $245K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 2,081 | $244K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -9.2% | 2,074 | $243K |
| Garde Capital, Inc. | 0.02% | No change | 2,074 | $243K |
| Insight Advisors, LLC/ PA | 0.04% | Add +0.1% | 2,069 | $243K |
| KPP Advisory Services LLC | 0.06% | No change | 2,066 | $242K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 2,059 | $241K |
| Foundation Wealth Management, LLC | 0.18% | No change | 2,052 | $241K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 2,052 | $241K |
| Arcadia Investment Management Corp. | 0.04% | Reduce -16.3% | 2,050 | $240K |
| Visionary Wealth Advisors | 0.01% | Reduce -0.3% | 2,047 | $240K |
| Cibc World Market Inc. | 0.00% | Reduce -30.5% | 2,047 | $240K |
| Beacon Financial Advisory LLC | 0.08% | Add +0.1% | 2,046 | $240K |
| Portland Global Advisors LLC | 0.03% | No change | 2,026 | $238K |
| Wedmont Private Capital | 0.01% | Add +0.1% | 2,021 | $237K |
| Financial Sense Advisors, Inc. | 0.07% | Reduce -7.2% | 2,018 | $237K |
| Shared Vision Wealth Group LLC | 0.13% | No change | 2,008 | $236K |
| Montz Harcus Wealth Management LLC | 0.14% | Add +0.1% | 2,007 | $235K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.16% | Reduce -23.6% | 2,000 | $235K |
| Edge Financial Advisors LLC | 0.21% | Add +0.1% | 1,981 | $232K |
| Merit Financial Group, LLC | 0.01% | Reduce -24.2% | 1,979 | $232K |
| West Michigan Advisors, LLC | 0.07% | Reduce -0.1% | 1,949 | $229K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -1.1% | 1,941 | $228K |
| Von Berge Wealth Management Group, LLC | 0.14% | New | 1,800 | $228K |
| Scotia Capital Inc. | 0.00% | No change | 1,940 | $228K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +0.1% | 1,936 | $227K |
| Plancorp, LLC | 0.01% | Add +4.1% | 1,922 | $225K |
| Wealthspire Retirement, LLC | 0.02% | New | 1,922 | $225K |
| Fayez Sarofim & Co | 0.00% | No change | 1,896 | $222K |
| International Assets Investment Management, LLC | 0.02% | Reduce -12.6% | 1,881 | $221K |
| High Falls Advisors, Inc | 0.05% | Reduce -15.1% | 1,871 | $219K |
| Kovack Advisors, Inc. | 0.02% | Reduce -9.4% | 1,865 | $219K |
| Blue Barn Wealth, LLC | 0.11% | New | 1,860 | $218K |
| American State Bank (Iowa) | 0.13% | No change | 1,860 | $218K |
| CCG Wealth Management, LLC | 0.12% | Reduce -10.2% | 1,859 | $218K |
| Hollencrest Capital Management | 0.01% | Add +2.5% | 1,857 | $218K |
| Windsor Capital Management, LLC | 0.06% | No change | 1,857 | $218K |
| Pps&v Asset Management Consultants, Inc. | 0.15% | No change | 1,852 | $217K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -98.6% | 1,852 | $217K |
| Roman Butler Fullerton & Co. | 0.07% | Reduce -5.4% | 1,791 | $217K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 1,840 | $216K |
| Shira Ridge Wealth Management | 0.11% | No change | 1,831 | $215K |
| Philadelphia Trust Co. | 0.02% | No change | 1,826 | $214K |
| Waterloo Capital, L.P. | 0.02% | No change | 1,822 | $214K |
| Fisher Asset Management | 0.00% | Reduce -36.7% | 1,810 | $212K |
| WMS Partners, LLC | 0.01% | New | 1,806 | $212K |
| Auxano Advisors, LLC | 0.05% | New | 1,803 | $211K |
| Corebridge Financial, Inc. | 0.00% | Reduce -33.3% | 1,800 | $211K |
| Bar Harbor Wealth Management | 0.01% | New | 1,760 | $206K |
| HBC Financial Services, PLLC | 0.13% | No change | 1,700 | $206K |
| Financial Advocates Investment Management | 0.01% | Reduce -33.9% | 1,950 | $205K |
| Monetary Management Group Inc. | 0.05% | No change | 1,750 | $205K |
| One Wealth Management Investment & Advisory Services, LLC | 0.36% | New | 1,747 | $205K |
| Old Mission Capital LLC | 0.00% | New | 1,745 | $205K |
| Sigma Investment Counselors Inc. | 0.01% | New | 1,741 | $204K |
| Cora Capital Advisors LLC | 0.10% | New | 1,740 | $204K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 1,740 | $204K |
| TCP Asset Management, LLC | 0.05% | New | 1,739 | $204K |
| Tritonpoint Wealth, LLC | 0.02% | New | 1,736 | $204K |
| First Hawaiian Bank | 0.01% | New | 1,734 | $203K |
| VitalStone Financial, LLC | 0.14% | No change | 1,725 | $202K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,696 | $199K |
| Montag A & Associates Inc. | 0.01% | No change | 1,675 | $196K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,670 | $196K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 1,668 | $196K |
| Trivant Custom Portfolio Group, LLC | 0.11% | No change | 1,661 | $195K |
| Oakworth Capital, Inc. | 0.01% | Add +34.0% | 1,642 | $193K |
| Deutsche Bank AG | 0.00% | No change | 1,566 | $184K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,564 | $183K |
| Assetmark, Inc. | 0.00% | Reduce -2.7% | 1,561 | $183K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,540 | $181K |
| REAP Financial Group, LLC | 0.04% | Reduce -34.0% | 1,539 | $180K |
| Transcendent Capital Group LLC | 0.09% | Reduce -11.1% | 1,528 | $179K |
| Performa Ltd (US), LLC | 0.06% | No change | 1,451 | $170K |
| Tompkins Financial Corp. | 0.02% | No change | 1,427 | $167K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,415 | $166K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.1% | 1,407 | $165K |
| Hills Bank & Trust Co | 0.01% | No change | 1,383 | $162K |
| Evensky & Katz LLC | 0.01% | Add +0.1% | 1,366 | $160K |
| Perkins Coie Trust Co | 0.04% | No change | 1,346 | $158K |
| Venturi Wealth Management, LLC | 0.01% | Add +484.4% | 1,344 | $158K |
| Pineridge Advisors LLC | 0.06% | Reduce -5.3% | 1,325 | $155K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -3.3% | 1,279 | $150K |
| Pin Oak Investment Advisors Inc. | 0.13% | Reduce -9.1% | 1,263 | $148K |
| Ballast Advisors LLC | 0.04% | Add +2.3% | 1,236 | $145K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 1,235 | $145K |
| Creative Financial Designs Inc. | 0.01% | Reduce -34.1% | 1,194 | $140K |
| Voisard Asset Management Group, Inc. | 0.06% | Reduce -10.8% | 1,177 | $138K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,122 | $135K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 1,146 | $134K |
| Pension & Wealth Management Advisors, Inc. | 0.07% | Add +0.2% | 1,143 | $134K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,140 | $134K |
| Bogart Wealth, LLC | 0.01% | No change | 1,137 | $133K |
| CoreFirst Bank & Trust | 0.07% | New | 1,096 | $129K |
| Biltmore Family Office, LLC | 0.02% | No change | 1,096 | $129K |
| Bare Financial Services, Inc | 0.05% | No change | 1,095 | $128K |
| Eastern Bank | 0.00% | New | 1,093 | $128K |
| CNB Bank | 0.06% | Add +146.7% | 1,083 | $127K |
| Denver PWM, LLC | 0.05% | Add +0.1% | 1,049 | $123K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,047 | $123K |
| Union Savings Bank | 0.06% | Reduce -5.7% | 1,030 | $121K |
| Trust Co | 0.01% | No change | 1,018 | $119K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,000 | $117K |
| Matrix Private Capital Group LLC | 0.07% | Add +10.0% | 990 | $116K |
| WASHINGTON TRUST Co | 0.00% | No change | 952 | $112K |
| Sunbelt Securities, Inc. | 0.01% | Add +8.0% | 942 | $110K |
| Barclays PLC | 0.00% | Reduce -99.7% | 920 | $108K |
| MidAtlantic Capital Management, Inc. | 0.08% | No change | 912 | $107K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -5.6% | 905 | $106K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 900 | $106K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -14.3% | 864 | $101K |
| Darwin Wealth Management, LLC | 0.03% | New | 854 | $100K |
| Raffa Wealth Management, LLC | 0.02% | No change | 844 | $99K |
| PSI Advisors, LLC | 0.03% | Add +0.1% | 840 | $98K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | Add +0.1% | 837 | $98K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.3% | 830 | $97K |
| WealthCollab, LLC | 0.06% | No change | 824 | $97K |
| ORG Partners LLC | 0.02% | Reduce -1.8% | 822 | $97K |
| LGT Financial Advisors LLC | 0.23% | Reduce -52.6% | 805 | $94K |
| Sittner & Nelson, LLC | 0.04% | No change | 800 | $94K |
| Colonial Trust Advisors | 0.01% | No change | 800 | $94K |
| Northwest Investment Counselors, LLC | 0.02% | New | 792 | $93K |
| SIMA Wealth Partners, LLC | 0.08% | Reduce -24.5% | 775 | $91K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +13.2% | 773 | $91K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | Reduce -46.5% | 772 | $91K |
| TFC Financial Management, Inc. | 0.01% | Add +278.2% | 764 | $90K |
| North Star Investment Management Corp. | 0.01% | Add +6.7% | 736 | $86K |
| Knott David M Jr | 0.03% | No change | 695 | $82K |
| Russell Investments Group, Ltd. | 0.00% | Add +63.2% | 682 | $80K |
| SYM FINANCIAL Corp | 0.01% | No change | 676 | $79K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 657 | $77K |
| Reston Wealth Management LLC | 0.03% | New | 652 | $76K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 648 | $76K |
| Sound Income Strategies, LLC | 0.00% | Reduce -4.7% | 646 | $76K |
| Hanson & Doremus Investment Management | 0.01% | No change | 628 | $74K |
| Gleason Group, Inc. | 0.01% | No change | 625 | $73K |
| Webster Bank, N. A. | 0.01% | Add +535.7% | 623 | $73K |
| Archer Investment Corp | 0.02% | Add +3.9% | 593 | $70K |
| Stephens Consulting, LLC | 0.02% | Add +0.2% | 575 | $67K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.2% | 572 | $67K |
| Mill Capital Management, LLC | 0.01% | Reduce -68.6% | 570 | $67K |
| Beacon Capital Management, LLC | 0.01% | Reduce -25.6% | 569 | $67K |
| Wolff Wiese Magana LLC | 0.05% | Add +157.8% | 562 | $66K |
| Pflug Koory, LLC | 0.00% | — | 560 | $66K |
| TCTC Holdings, LLC | 0.00% | No change | 550 | $65K |
| S.A. Mason LLC | 0.03% | No change | 515 | $60K |
| Bank of New Hampshire | 0.02% | No change | 512 | $60K |
| Asset Dedication, LLC | 0.00% | Add +2.2% | 503 | $59K |
| Aptus Capital Advisors, LLC | 0.00% | Add +105.3% | 503 | $59K |
| Operose Advisors LLC | 0.02% | Add +3442.9% | 496 | $58K |
| Glassman Wealth Services | 0.01% | No change | 494 | $58K |
| Wintrust Investments LLC | 0.04% | Reduce -91.5% | 488 | $57K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 472 | $55K |
| Howe & Rusling Inc. | 0.00% | No change | 472 | $55K |
| AlphaMark Advisors, LLC | 0.02% | No change | 466 | $55K |
| Atwood & Palmer Inc. | 0.00% | No change | 460 | $54K |
| Farther Finance Advisors, LLC | 0.00% | Add +29.8% | 458 | $54K |
| Mechanics Financial Corp | 0.02% | No change | 456 | $53K |
| Kimelman & Baird, LLC | 0.00% | No change | 428 | $50K |
| Horizons Wealth Management | 0.04% | No change | 426 | $50K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 413 | $48K |
| Northwest Financial Advisors | 0.04% | New | 407 | $48K |
| WFA of San Diego, LLC | 0.04% | No change | 403 | $47K |
| Coston, McIsaac & Partners | 0.01% | No change | 405 | $47K |
| HighMark Wealth Management LLC | 0.03% | Add +1325.0% | 399 | $47K |
| Integrity Financial Corp | 0.03% | Reduce -2.8% | 383 | $45K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 383 | $45K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 355 | $42K |
| Kiely Wealth Advisory Group, Inc. | 0.03% | No change | 308 | $40K |
| Northwest Bank & Trust Co | 0.03% | No change | 342 | $40K |
| Concord Wealth Partners | 0.01% | Add +0.3% | 331 | $39K |
| Ashton Thomas Securities, LLC | 0.01% | Add +251.1% | 330 | $39K |
| Pittenger & Anderson Inc. | 0.00% | No change | 320 | $38K |
| JNBA Financial Advisors | 0.00% | No change | 301 | $35K |
| New Republic Capital, LLC | 0.02% | Reduce -92.0% | 297 | $35K |
| Adirondack Trust Co. | 0.01% | No change | 296 | $35K |
| Centennial Bank | 0.02% | Reduce -27.9% | 290 | $34K |
| Roble, Belko & Company, Inc | 0.01% | No change | 286 | $34K |
| Richardson Financial Services Inc. | 0.02% | No change | 304 | $34K |
| Register Financial Advisors LLC | 0.02% | No change | 284 | $33K |
| Smartleaf Asset Management LLC | 0.00% | No change | 273 | $32K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 266 | $31K |
| Syntax Research, Inc. | 0.02% | No change | 262 | $31K |
| West Branch Capital LLC | 0.01% | Add +0.4% | 260 | $30K |
| Anfield Capital Management, LLC | 0.01% | No change | 258 | $30K |
| Founders Financial Alliance, LLC | 0.01% | No change | 256 | $30K |
| Avion Wealth | 0.01% | No change | 248 | $29K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.8% | 246 | $29K |
| CoreCap Advisors, LLC | 0.00% | New | 244 | $29K |
| Financial Gravity Companies, Inc. | 0.01% | — | 240 | $28K |
| Talon Private Wealth, LLC | 0.01% | — | 238 | $28K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 222 | $26K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -8.6% | 212 | $25K |
| GoalVest Advisory LLC | 0.01% | No change | 201 | $24K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -50.5% | 200 | $23K |
| Earned Wealth Advisors, LLC | 0.01% | New | 200 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -73.6% | 200 | $23K |
| Albion Financial Group | 0.00% | No change | 200 | $23K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $23K |
| American National Bank & Trust | 0.00% | No change | 195 | $23K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 184 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 180 | $21K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 178 | $21K |
| Rice Partnership, LLC | 0.00% | No change | 174 | $20K |
| Mascoma Wealth Management LLC | 0.00% | No change | 168 | $20K |
| Riverview Trust Co | 0.02% | No change | 150 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 150 | $18K |
| Legacy Investment Solutions, LLC | 0.01% | — | 124 | $16K |
| Legacy Wealth Managment, LLC | 0.01% | — | 124 | $16K |
| Strengthening Families & Communities, LLC | 0.00% | New | 133 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -39.3% | 133 | $16K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 130 | $15K |
| Anchor Investment Management, LLC | 0.00% | Add +136.4% | 130 | $15K |
| PrairieView Partners, LLC | 0.00% | No change | 125 | $14K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 112 | $13K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -76.3% | 109 | $13K |
| Phillips Financial Management, LLC | 0.00% | No change | 109 | $13K |
| St Germain D J Co. Inc. | 0.00% | Reduce -15.0% | 108 | $13K |
| Bangor Savings Bank | 0.00% | No change | 107 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Reduce -21.1% | 105 | $12K |
| Clear Point Advisors Inc. | 0.01% | No change | 104 | $12K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 102 | $12K |
| Windsor Advisory Group, LLC | 0.01% | Add +1.0% | 102 | $12K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $12K |
| Peoples Financial Services Corp. | 0.01% | No change | 99 | $12K |
| Investors Research Corp | 0.00% | No change | 98 | $11K |
| Field & Main Bank | 0.00% | No change | 90 | $11K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 87 | $10K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 86 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 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 | $7K |
| PFG Private Wealth Management, LLC | 0.00% | Add +55.9% | 53 | $6K |
| Nemes Rush Group LLC | 0.00% | No change | 51 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 45 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 42 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 36 | $4K |
| Nvwm, LLC | 0.00% | New | 35 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 32 | $4K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 30 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 30 | $4K |
| New Millennium Group LLC | 0.00% | Reduce -9.7% | 28 | $3K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 19 | $2K |
| GeoWealth Management, LLC | 0.00% | New | 18 | $2K |
| Tower View Wealth Management LLC | 0.00% | No change | 18 | $2K |
| WR Wealth Planners, LLC | 0.00% | New | 18 | $2K |
| Main Street Group, LTD | 0.00% | No change | 12 | $1K |
| Headlands Technologies LLC | 0.00% | New | 12 | $1K |
| Westend Capital Management, LLC | 0.00% | No change | 11 | $1K |
| Your Advocates Ltd., LLP | 0.00% | No change | 9 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 8 | $938 |
| Realta Investment Advisors | 0.00% | New | 7 | $854 |
| Motco | 0.00% | No change | 6 | $704 |
| Sachetta, LLC | 0.00% | New | 2 | $235 |
"% 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.