iShares Russell Mid-Cap GrowIWPETF
13F holders, Q4 2024 (December 31)1,137holders +115
98new positions
32sold out
5famous investors
$126.80avg. 13F price*
At the end of Q4 2024, 1,137 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, up 115 from Q3 2024. 98 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($2.3B), Bank of America Corp. ($923.0M) and Wells Fargo & Company ($660.7M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $191.5M |
| Exits | 32 | $149.3M |
All 13F filers, Q3 2024 → Q4 2024: 14,372,839 shares bought and 2,764,093 shares sold, net +11,608,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,137 holders
| Morgan Stanley | 0.16% | Add +67.1% | 18,074,393 | $2.3B |
| Bank of America Corp. | 0.09% | Add +2.2% | 7,281,997 | $923.0M |
| Wells Fargo & Company | 0.16% | Add +4.2% | 5,212,818 | $660.7M |
| Jones Financial Companies LLLP | 0.55% | Add +3.0% | 4,537,638 | $575.1M |
| Tiaa Trust, National Association | 1.29% | Reduce -5.2% | 3,341,377 | $423.7M |
| PNC Financial Services Group, Inc. | 0.23% | Add +1.1% | 2,687,537 | $340.6M |
| Ameriprise Financial Inc. | 0.08% | Reduce -1.4% | 2,571,830 | $326.1M |
| Commonwealth Equity Services, LLC | 0.46% | Add +0.2% | 2,481,155 | $314.5M |
| UBS Group AG | 0.07% | Add +0.8% | 2,306,463 | $292.3M |
| LPL Financial LLC | 0.11% | Add +18.8% | 2,154,407 | $273.1M |
| Cassaday & Co Wealth Management LLC | 7.40% | Add +0.3% | 2,139,686 | $271.2M |
| Envestnet Portfolio Solutions, Inc. | 0.78% | Add +26.1% | 1,881,474 | $238.5M |
| Commerce Bank | 1.41% | Reduce -2.6% | 1,808,625 | $229.2M |
| First Citizens Bank & Trust Co. | 4.17% | Add +25.6% | 1,791,302 | $227.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.0% | 1,621,098 | $205.5M |
| US Bancorp \de | 0.25% | Add +5.7% | 1,485,364 | $188.3M |
| FMR LLC | 0.01% | Reduce -1.1% | 1,150,158 | $145.8M |
| Raymond James Financial Inc. | 0.05% | — | 996,523 | $126.3M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +9.0% | 972,902 | $123.3M |
| GLOBALT Investments LLC / GA | 4.03% | Reduce -5.5% | 830,783 | $105.3M |
| Royal Bank of Canada | 0.02% | Add +21.7% | 820,727 | $104.0M |
| CIBC Private Wealth Group LLC | 0.18% | Add +12.5% | 778,500 | $100.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.0% | 784,846 | $99.5M |
| Cullen/Frost Bankers, Inc. | 1.29% | Reduce -0.5% | 742,700 | $94.1M |
| Financial Advisory Corp | 16.28% | — | 735,876 | $93.3M |
| Truist Financial Corp. | 0.14% | Reduce -0.1% | 709,330 | $89.9M |
| Congress Asset Management Co. | 0.59% | Add +86.8% | 687,453 | $87.1M |
| Angeles Investment Advisors, LLC | 3.86% | New | 632,300 | $80.1M |
| Mariner, LLC | 0.12% | Add +0.5% | 569,205 | $72.1M |
| Equitable Holdings, Inc. | 0.67% | Reduce -9.3% | 553,318 | $70.1M |
| American Family Investments, Inc. | 3.37% | Add +1.5% | 549,210 | $69.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +41.4% | 547,830 | $69.4M |
| Zions Bancorporation, N.A. | 4.01% | Reduce -1.6% | 501,821 | $63.6M |
| Stephens Inc. | 0.87% | Reduce -2.1% | 491,504 | $62.3M |
| Stephens Group Asset Management, LLC | 4.70% | Reduce -0.4% | 444,870 | $56.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -7.3% | 441,918 | $56.0M |
| Focus Partners Wealth | 0.14% | Add +671.6% | 436,239 | $55.3M |
| Johnson Investment Counsel Inc. | 0.53% | Reduce -0.3% | 426,150 | $54.0M |
| Rodgers & Associates, LTD | 6.32% | Reduce -4.3% | 418,369 | $53.0M |
| Cetera Investment Advisers | 0.11% | Add +4.7% | 417,179 | $52.9M |
| Creative Planning | 0.05% | Add +5.8% | 382,954 | $48.5M |
| One Capital Management, LLC | 1.46% | Reduce -1.5% | 348,231 | $44.1M |
| Wescott Financial Advisory Group, LLC | 4.49% | Add +482.5% | 341,734 | $43.3M |
| M&T Bank Corp | 0.14% | Reduce -1.8% | 335,736 | $42.6M |
| Integrated Investment Consultants, LLC | 8.78% | Reduce -7.3% | 335,642 | $42.5M |
| Summit Rock Advisors, LP | 13.98% | Add +11.1% | 325,342 | $41.2M |
| AMG National Trust Bank | 1.13% | Add +0.3% | 319,992 | $40.8M |
| RTD Financial Advisors, Inc. | 5.11% | Reduce -3.2% | 314,191 | $39.8M |
| Comerica Bank | 0.15% | Add +10.8% | 285,771 | $36.2M |
| Cedar Mountain Advisors, LLC | 7.91% | Add +2.7% | 284,013 | $36.0M |
| Orion Porfolio Solutions, LLC | 0.36% | Add +5.1% | 281,200 | $35.6M |
| Orion Portfolio Solutions, LLC | 0.36% | Add +5.1% | 281,200 | $35.6M |
| Barclays PLC | 0.02% | Add +29282.6% | 270,320 | $34.3M |
| HighTower Advisors, LLC | 0.04% | Add +2.9% | 244,064 | $30.9M |
| Truepoint, Inc. | 0.80% | Reduce -2.9% | 235,216 | $29.8M |
| Krilogy Financial LLC | 1.96% | Reduce -4.0% | 231,284 | $29.3M |
| Badgley Phelps Wealth Managers, LLC | 0.67% | Add +0.7% | 227,486 | $28.8M |
| Baird Financial Group, Inc. | 0.05% | Add +9.8% | 225,483 | $28.6M |
| Accredited Investors Inc. | 1.66% | Reduce -1.8% | 223,403 | $28.3M |
| Fifth Third Bancorp | 0.10% | Reduce -1.0% | 219,501 | $27.8M |
| AE Wealth Management LLC | 0.22% | Add +0.6% | 201,776 | $25.6M |
| Moneta Group Investment Advisors LLC | 0.35% | Add +1.1% | 199,645 | $25.3M |
| SVB Wealth LLC | 0.47% | Add +514.8% | 197,924 | $25.1M |
| Keybank National Association | 0.09% | Reduce -1.2% | 186,197 | $23.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.2% | 184,995 | $23.4M |
| HSBC Holdings PLC | 0.01% | Reduce -3.7% | 181,711 | $23.0M |
| Rockefeller Capital Management L.P. | 0.06% | Add +2.7% | 179,378 | $22.7M |
| Oppenheimer & Co. Inc. | 0.34% | Add +128.7% | 179,136 | $22.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +40.8% | 178,113 | $22.6M |
| Arax Advisory Partners | 1.41% | Add +4.4% | 176,945 | $22.4M |
| Steward Partners Investment Advisory, LLC | 0.19% | Reduce -0.8% | 173,060 | $21.9M |
| MML Investors Services, LLC | 0.07% | Add +10.3% | 170,391 | $21.6M |
| Corient Private Wealth LP | 0.04% | Reduce -12.1% | 170,092 | $21.5M |
| GenWealth Group, Inc. | 4.73% | Reduce -0.2% | 163,909 | $20.8M |
| Lido Advisors, LLC | 0.13% | Add +276.7% | 162,860 | $20.6M |
| Hantz Financial Services, Inc. | 0.36% | Reduce -38.3% | 161,860 | $20.5M |
| Northern Trust Corp. | 0.00% | Add +5.1% | 160,055 | $20.3M |
| Falcon Wealth Planning | 2.24% | Add +0.9% | 158,215 | $20.1M |
| Bishop & Co Investment Management, LLC | 7.43% | Reduce -0.4% | 153,629 | $19.5M |
| Bank of Montreal | 0.01% | Add +0.2% | 153,464 | $19.5M |
| Captrust Financial Advisors | 0.05% | Add +25.5% | 149,768 | $19.0M |
| Waverly Advisors, LLC | 0.29% | Add +84.8% | 147,955 | $18.8M |
| Legacy Edge Advisors, LLC | 2.96% | Reduce -2.9% | 146,171 | $18.6M |
| Synovus Financial Corp. | 0.23% | Reduce -2.9% | 144,063 | $18.3M |
| EP Wealth Advisors, LLC | 0.14% | Add +0.9% | 139,776 | $17.7M |
| LBJ Family Wealth Advisors, Ltd. | 10.33% | Reduce -0.9% | 136,667 | $17.3M |
| FSA Wealth Management LLC | 7.01% | Reduce -2.4% | 136,225 | $17.3M |
| HWG Holdings LP | 5.56% | Add +722.4% | 134,007 | $17.0M |
| Bokf, NA | 0.29% | Add +0.6% | 133,676 | $17.0M |
| CW Advisors, LLC | 0.23% | Add +873.7% | 133,714 | $16.9M |
| Private Advisor Group, LLC | 0.09% | Reduce -3.0% | 132,340 | $16.8M |
| Natixis Advisors, LLC | 0.03% | Reduce -7.7% | 131,997 | $16.7M |
| Mesirow Financial Investment Management, Inc. | 0.33% | Add +48.8% | 131,751 | $16.7M |
| Kestra Private Wealth Services, LLC | 0.28% | Add +1.4% | 131,582 | $16.7M |
| Bank of Hawaii | 0.92% | Add +243.7% | 131,462 | $16.7M |
| Heck Capital Advisors, LLC | 1.90% | Add +71.7% | 130,964 | $16.6M |
| Stifel Financial Corp. | 0.02% | Reduce -9.9% | 129,060 | $16.4M |
| Wealthspire Advisors, LLC | 0.16% | Add +3.5% | 126,697 | $16.1M |
| Kestra Advisory Services, LLC | 0.09% | Add +0.4% | 124,195 | $15.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.36% | Reduce -12.0% | 123,852 | $15.7M |
| MAI Capital Management | 0.12% | Add +8.2% | 123,264 | $15.6M |
| JMG Financial Group, Ltd. | 0.53% | Reduce -0.7% | 122,601 | $15.5M |
| Curi Capital, LLC | 0.35% | Reduce -0.1% | 119,708 | $15.2M |
| Bartlett & Co. Wealth Management LLC | 0.22% | Reduce -4.2% | 116,973 | $14.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.5% | 116,687 | $14.8M |
| Mechanics Bank Trust Department | 1.93% | Reduce -1.4% | 114,495 | $14.5M |
| BlackRock, Inc. | 0.00% | Add +4.8% | 114,167 | $14.5M |
| Pinnacle Financial Partners Inc | 0.29% | Add +3.5% | 113,872 | $14.4M |
| HUB Investment Partners, LLC | 0.59% | Reduce -8.6% | 110,529 | $14.0M |
| CHURCHILL MANAGEMENT Corp | 0.15% | Reduce -5.2% | 109,019 | $13.8M |
| Whitaker-Myers Wealth Managers, LTD. | 3.98% | Add +8.7% | 107,773 | $13.7M |
| UMB Bank, n.a. | 0.21% | Reduce -6.3% | 106,108 | $13.4M |
| Sterling Manor Financial, LLC | 9.04% | Reduce -4.1% | 102,275 | $13.0M |
| Connecticut Wealth Management, LLC | 0.64% | Reduce -0.1% | 102,238 | $13.0M |
| LMG Wealth Partners, LLC | 2.80% | Reduce -0.4% | 101,232 | $12.8M |
| Mill Creek Capital Advisors, LLC | 0.30% | Reduce -0.4% | 99,258 | $12.6M |
| Sterling Capital Management LLC | 0.17% | Reduce -11.7% | 98,960 | $12.5M |
| NorthRock Partners, LLC | 0.40% | Reduce -2.1% | 96,521 | $12.2M |
| United Capital Management of KS, Inc. | 2.23% | Add +3232.4% | 96,507 | $12.2M |
| Farmers & Merchants Investments Inc. | 0.37% | Reduce -0.1% | 93,720 | $11.9M |
| Avantax Advisory Services, Inc. | 0.07% | Add +20.5% | 92,928 | $11.8M |
| Occidental Asset Management, LLC | 1.83% | Reduce -1.0% | 92,438 | $11.7M |
| Pathstone Holdings, LLC | 0.05% | Reduce -9.0% | 91,773 | $11.7M |
| Stonebridge Financial Group, LLC | 1.27% | — | 90,973 | $11.5M |
| Sanctuary Advisors, LLC | 0.07% | Add +7.6% | 84,466 | $11.5M |
| First Citizens Asset Management, Inc. | 4.17% | Add +33.4% | 89,863 | $11.4M |
| Southern Capital Advisors, LLC | 6.30% | Add +1.3% | 89,843 | $11.4M |
| Argent Trust Co | 0.46% | Add +0.9% | 89,065 | $11.3M |
| Penserra Capital Management LLC | 0.21% | New | 88,753 | $11.2M |
| Assetmark, Inc. | 0.03% | Add +5578.4% | 88,640 | $11.2M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -0.3% | 86,228 | $10.9M |
| Phoenix Financial Ltd. | 0.14% | Reduce -31.0% | 81,772 | $10.4M |
| WestHill Financial Advisors, Inc. | 2.27% | Add +1.0% | 79,774 | $10.1M |
| XML Financial, LLC | 0.92% | Add +0.6% | 79,301 | $10.1M |
| Whitegate Investment Counselors, Inc. | 3.44% | Reduce -19.2% | 79,100 | $10.0M |
| Cwm, LLC | 0.04% | Add +78.6% | 78,948 | $10.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +119.1% | 77,564 | $9.8M |
| Avantax Planning Partners, Inc. | 0.35% | Add +1.0% | 75,898 | $9.6M |
| Janney Montgomery Scott LLC | 0.03% | New | 72,983 | $9.3M |
| Conning Inc. | 0.33% | No change | 70,615 | $9.0M |
| Potomac Fund Management Inc. | 0.51% | — | 67,930 | $8.6M |
| Sequent Asset Management, LLC | 4.20% | Reduce -18.8% | 67,320 | $8.5M |
| Clearbridge Investments, LLC | 0.01% | Add +551.4% | 66,758 | $8.5M |
| NewEdge Advisors, LLC | 0.05% | Add +11.4% | 66,660 | $8.4M |
| First Foundation Advisors | 0.32% | Reduce -0.8% | 66,254 | $8.4M |
| Freestone Capital Holdings, LLC | 0.29% | Add +1.5% | 66,026 | $8.4M |
| IFP Advisors, Inc | 0.27% | Add +99.5% | 65,037 | $8.2M |
| J.W. Cole Advisors, Inc. | 0.33% | Reduce -0.9% | 64,351 | $8.2M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Reduce -23.9% | 62,892 | $8.0M |
| First Merchants Corp. | 0.31% | Reduce -0.8% | 62,647 | $7.9M |
| Gladstone Institutional Advisory LLC | 0.36% | Add +436.6% | 61,813 | $7.8M |
| Crescent Grove Advisors, LLC | 0.77% | Add +0.0% | 61,470 | $7.8M |
| Stock Yards Bank & Trust Co. | 0.26% | Reduce -1.7% | 60,736 | $7.7M |
| GHP Investment Advisors, Inc. | 0.36% | Reduce -1.2% | 60,686 | $7.7M |
| Piedmont Capital Management, LLC | 4.55% | New | 59,232 | $7.5M |
| Condor Capital Management | 0.65% | Add +2.3% | 57,889 | $7.3M |
| KMG Fiduciary Partners, LLC | 0.60% | Add +2.3% | 57,623 | $7.3M |
| Petra Financial Advisors Inc. | 4.94% | Add +2.2% | 57,347 | $7.3M |
| Oppenheimer Asset Management Inc. | 0.09% | New | 56,093 | $7.1M |
| Cerity Partners LLC | 0.02% | Add +8.9% | 55,777 | $7.1M |
| Tocqueville Asset Management L.P. | 0.11% | Reduce -3.9% | 55,323 | $7.0M |
| Corundum Group, Inc. | 2.61% | Reduce -2.1% | 55,242 | $7.0M |
| Clearstead Advisors, LLC | 0.10% | Reduce -0.3% | 54,318 | $6.9M |
| Vance Wealth, LLC | 2.63% | Reduce -4.8% | 53,806 | $6.8M |
| Qube Research & Technologies Ltd | 0.01% | New | 52,996 | $6.7M |
| Modera Wealth Management, LLC | 0.08% | No change | 52,975 | $6.7M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +345.9% | 52,402 | $6.6M |
| McAdam, LLC | 0.36% | Reduce -3.2% | 52,194 | $6.6M |
| First Horizon Advisors, Inc. | 0.18% | Add +0.3% | 51,983 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +100.5% | 50,458 | $6.5M |
| Powell Investment Advisors, LLC | 2.92% | Add +0.2% | 49,719 | $6.3M |
| Clear Harbor Asset Management, LLC | 0.51% | Add +4.8% | 49,475 | $6.3M |
| Blair William & Co. | 0.02% | Add +3.9% | 49,268 | $6.2M |
| Prosperity Consulting Group, LLC | 0.47% | Add +0.2% | 49,230 | $6.2M |
| Bessemer Group Inc. | 0.01% | Add +47.8% | 48,706 | $6.2M |
| Mainsail Financial Group, LLC | 3.55% | Add +1.5% | 48,374 | $6.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.1% | 48,109 | $6.1M |
| Kingsview Wealth Management, LLC | 0.11% | Add +5.9% | 45,937 | $5.8M |
| Forte Capital LLC | 0.65% | Reduce -5.9% | 45,832 | $5.8M |
| Mutual Advisors, LLC | 0.17% | Add +6.9% | 43,864 | $5.8M |
| Lee Financial Co | 0.80% | Reduce -1.3% | 44,875 | $5.7M |
| Black Swift Group, LLC | 1.20% | New | 44,645 | $5.7M |
| Renaissance Technologies | 0.01% | New | 44,500 | $5.6M |
| Park Avenue Securities LLC | 0.06% | Add +55.8% | 44,236 | $5.6M |
| Councilor Wealth, LLC | 2.67% | Reduce -1.8% | 44,212 | $5.6M |
| Fifth Third Securities, Inc. | 0.47% | Reduce -3.5% | 44,066 | $5.6M |
| Cresset Asset Management, LLC | 0.03% | Reduce -3.3% | 43,331 | $5.5M |
| Peapack Gladstone Financial Corp. | 0.08% | Reduce -3.2% | 43,066 | $5.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.82% | Add +0.8% | 42,618 | $5.4M |
| TAGStone Capital, Inc. | 2.64% | Add +1.3% | 42,243 | $5.4M |
| Old National Bancorp | 0.13% | Reduce -6.9% | 41,761 | $5.3M |
| Brady Martz Wealth Solutions, LLC | 1.27% | — | 41,015 | $5.3M |
| Johnson Financial Group, Inc. | 0.24% | Reduce -36.1% | 38,449 | $5.2M |
| bLong Financial, LLC | 4.17% | — | 39,935 | $5.1M |
| TD Private Client Wealth LLC | 0.14% | Reduce -7.0% | 39,689 | $5.0M |
| CreativeOne Wealth, LLC | 0.15% | Reduce -4.3% | 39,323 | $5.0M |
| Investment Partners, LTD. | 2.04% | Add +2.5% | 39,034 | $4.9M |
| Stevens Capital Partners | 2.24% | Add +2.3% | 39,026 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +0.7% | 38,840 | $4.9M |
| Coldstream Capital Management Inc. | 0.10% | Add +7.0% | 38,428 | $4.9M |
| Beacon Bank & Trust | 1.12% | Reduce -1.0% | 37,834 | $4.8M |
| Jefferies Financial Group Inc. | 0.06% | Add +1.0% | 37,554 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -22.3% | 37,552 | $4.8M |
| Citigroup Inc. | 0.00% | Reduce -67.6% | 37,173 | $4.7M |
| Acima Private Wealth, LLC | 1.58% | No change | 37,139 | $4.7M |
| Fidelis Capital Partners, LLC | 0.46% | Add +74.2% | 34,641 | $4.6M |
| Auour Investments LLC | 1.62% | Reduce -2.0% | 34,321 | $4.6M |
| Burns Matteson Capital Management, LLC | 2.54% | Reduce -0.6% | 35,701 | $4.5M |
| Savant Capital, LLC | 0.04% | Reduce -13.2% | 35,531 | $4.5M |
| McKinley Carter Wealth Services, Inc. | 0.27% | Reduce -1.4% | 35,264 | $4.5M |
| &partners | 0.05% | Add +136.2% | 34,399 | $4.5M |
| Saiph Capital, LLC | 1.99% | Add +0.7% | 34,571 | $4.4M |
| Brown Advisory Inc. | 0.01% | Add +22.9% | 34,422 | $4.4M |
| Sigma Planning Corp | 0.14% | Add +2.0% | 33,911 | $4.3M |
| Courier Capital LLC | 0.30% | No change | 33,854 | $4.3M |
| Harbour Investments, Inc. | 0.12% | Add +20.2% | 33,853 | $4.3M |
| Atlas Brown,Inc. | 1.46% | Reduce -0.3% | 33,784 | $4.3M |
| Quadrature Capital Ltd | 0.08% | New | 33,312 | $4.2M |
| Arcadia Wealth Management, LLC | 2.12% | Add +2.8% | 33,082 | $4.2M |
| Hilltop National Bank | 1.25% | Add +4.5% | 32,897 | $4.2M |
| Weinberger Asset Management, Inc | 1.73% | Add +3.7% | 32,705 | $4.1M |
| LWM Advisors Inc. | 4.13% | — | 32,467 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 32,352 | $4.1M |
| IMS Capital Management | 1.88% | Reduce -3.3% | 32,009 | $4.1M |
| Eukles Asset Management | 1.70% | Reduce -3.8% | 31,497 | $4.0M |
| Fred Alger Management, LLC | 0.02% | New | 31,385 | $4.0M |
| FineMark National Bank & Trust | 0.14% | Add +24.3% | 31,119 | $3.9M |
| HM Payson & Co. | 0.07% | Add +2.1% | 30,891 | $3.9M |
| Choreo, LLC | 0.06% | Reduce -3.9% | 30,742 | $3.9M |
| Vision Capital Management, Inc. | 0.57% | No change | 30,767 | $3.9M |
| MV Capital Management, Inc. | 0.41% | Add +0.8% | 30,301 | $3.8M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 30,159 | $3.8M |
| Mathes Company, Inc. | 1.40% | Reduce -0.3% | 30,103 | $3.8M |
| Howard Bailey Securities, LLC | 1.41% | Add +2.7% | 29,859 | $3.8M |
| Prospera Financial Services Inc | 0.09% | Add +6.8% | 29,410 | $3.7M |
| Hofer & Associates. Inc | 2.50% | Reduce -1.6% | 29,376 | $3.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.7% | 29,268 | $3.7M |
| Kingdom Financial Group LLC. | 2.53% | Reduce -4.9% | 29,248 | $3.7M |
| Widmann Financial Services, Inc. | 2.85% | Reduce -17.1% | 29,022 | $3.7M |
| Legacies Wealth LLC | 2.82% | Reduce -1.5% | 28,732 | $3.6M |
| New Age Alpha Advisors, LLC | 0.15% | New | 28,601 | $3.6M |
| Tolleson Wealth Management, Inc. | 0.74% | Reduce -7.9% | 28,435 | $3.6M |
| Country Club Bank | 0.24% | Reduce -4.4% | 28,223 | $3.6M |
| ARK & TLK Investments, LLC | 1.24% | No change | 28,196 | $3.6M |
| Avalon Capital Management | 1.15% | New | 28,031 | $3.6M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Add +2.1% | 27,982 | $3.5M |
| Regions Financial Corp. | 0.03% | Reduce -0.1% | 27,951 | $3.5M |
| Element Wealth, LLC | 1.83% | Add +282.3% | 27,621 | $3.5M |
| First National Trust Co | 0.13% | Add +0.9% | 27,147 | $3.4M |
| Eagle Strategies LLC | 0.59% | Reduce -0.3% | 26,980 | $3.4M |
| Ellerson Group Inc. | 2.50% | Add +143.8% | 26,978 | $3.4M |
| Wesbanco Bank Inc. | 0.12% | Reduce -0.2% | 26,834 | $3.4M |
| Financial Counselors Inc. | 0.05% | Add +21.3% | 26,655 | $3.4M |
| Avior Wealth Management, LLC | 0.12% | Add +6.7% | 26,733 | $3.4M |
| Meridian Wealth Management, LLC | 0.16% | Add +77.4% | 26,576 | $3.4M |
| JPL Wealth Management, LLC | 0.95% | — | 26,157 | $3.3M |
| MSH Capital Advisors LLC | 1.02% | Reduce -2.0% | 25,686 | $3.3M |
| Becker Capital Management Inc. | 0.10% | Reduce -0.5% | 25,199 | $3.2M |
| Y-Intercept (Hong Kong) Ltd | 0.21% | Add +157.4% | 25,104 | $3.2M |
| Wealthedge Investment Advisors, LLC | 1.43% | — | 25,089 | $3.2M |
| Glenview Trust Co | 0.06% | Reduce -18.8% | 25,047 | $3.2M |
| Total Clarity Wealth Management, Inc. | 1.03% | Reduce -34.3% | 25,013 | $3.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +121.7% | 24,917 | $3.2M |
| Bleakley Financial Group, LLC | 0.10% | Add +1.0% | 24,884 | $3.2M |
| Processus Wealth & Capital Management, LLC | 2.51% | Reduce -2.3% | 24,879 | $3.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +42.0% | 24,014 | $3.1M |
| Intrepid Financial Planning Group LLC | 1.29% | Reduce -6.4% | 24,004 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.9% | 23,819 | $3.0M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +6.0% | 23,708 | $3.0M |
| Intergy Private Wealth, LLC | 1.12% | Add +6.2% | 23,668 | $3.0M |
| Rathbones Group PLC | 0.01% | Add +7.8% | 23,360 | $3.0M |
| Tennessee Valley Asset Management Partners | 0.49% | Add +9.4% | 23,331 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -3.1% | 23,303 | $3.0M |
| Lowery Thomas, LLC | 1.88% | Reduce -0.3% | 22,778 | $2.9M |
| Olistico Wealth, LLC | 1.68% | Add +4.9% | 22,776 | $2.9M |
| Beam Wealth Advisors, Inc. | 0.91% | Reduce -2.2% | 22,715 | $2.9M |
| Hilltop Holdings Inc. | 0.18% | Add +318.2% | 22,585 | $2.9M |
| Capital Investment Counsel, LLC | 0.47% | Add +11.0% | 22,445 | $2.8M |
| Geneva Capital Management LLC | 0.05% | Add +2.2% | 21,843 | $2.8M |
| Ameritas Advisory Services, LLC | 0.10% | Add +119.8% | 21,828 | $2.8M |
| Essex Financial Services, Inc. | 0.20% | Reduce -0.5% | 21,790 | $2.8M |
| Biondo Investment Advisors, LLC | 0.38% | Add +3.2% | 21,624 | $2.7M |
| Nwam LLC | 0.17% | Add +0.0% | 21,598 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.3% | 21,404 | $2.7M |
| Veridan Wealth LLC | 1.26% | — | 20,036 | $2.7M |
| MCF Advisors LLC | 0.18% | Reduce -0.3% | 20,789 | $2.6M |
| Merit Financial Group, LLC | 0.05% | Add +950.1% | 20,781 | $2.6M |
| Summit Financial, LLC | 0.09% | Reduce -28.2% | 20,745 | $2.6M |
| Financial Partners Group, Inc | 0.38% | Add +0.9% | 20,627 | $2.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -22.0% | 20,517 | $2.6M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -2.0% | 20,296 | $2.6M |
| Ballew Advisors, Inc | 1.63% | Add +1.3% | 20,182 | $2.6M |
| Broadleaf Partners, LLC | 0.59% | Add +1.1% | 19,948 | $2.5M |
| HMS Capital Management, LLC | 1.22% | Add +8.2% | 19,850 | $2.5M |
| Arkadios Wealth Advisors | 0.14% | Reduce -1.8% | 19,802 | $2.5M |
| American Trust | 0.19% | New | 19,646 | $2.5M |
| Brighton Jones LLC | 0.07% | Reduce -19.0% | 19,284 | $2.4M |
| Stonebridge Capital Advisors LLC | 0.19% | Reduce -14.2% | 18,985 | $2.4M |
| Dentgroup LLC | 1.83% | Reduce -25.5% | 18,866 | $2.4M |
| Naviter Wealth, LLC | 0.29% | New | 18,819 | $2.4M |
| Sierra Capital LLC | 0.28% | Add +0.0% | 18,589 | $2.4M |
| Harbor Investment Advisory, LLC | 0.22% | Reduce -3.9% | 18,457 | $2.3M |
| AdvisorNet Financial, Inc | 0.20% | Reduce -40.6% | 18,361 | $2.3M |
| Nvest Financial, LLC | 1.17% | Reduce -0.4% | 18,201 | $2.3M |
| Strive Asset Management, LLC | 1.68% | — | 17,643 | $2.2M |
| Insight 2811, Inc. | 1.14% | Reduce -1.4% | 17,510 | $2.2M |
| Independent Advisor Alliance | 0.03% | New | 17,373 | $2.2M |
| Amarillo National Bank | 0.40% | Reduce -3.4% | 17,370 | $2.2M |
| Capital Analysts, LLC | 0.09% | Add +54.7% | 17,341 | $2.2M |
| Certified Advisory Corp | 0.23% | Add +18.0% | 17,044 | $2.2M |
| Commonwealth Financial Services, LLC | 0.42% | New | 16,760 | $2.1M |
| Horst & Graben Wealth Management LLC | 0.38% | Reduce -7.9% | 16,669 | $2.1M |
| Claro Advisors Inc. | 0.29% | Reduce -0.1% | 16,633 | $2.1M |
| Nadler Financial Group, Inc. | 0.22% | No change | 16,625 | $2.1M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 16,516 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.3% | 16,403 | $2.1M |
| Builder Investment Group Inc. | 0.56% | No change | 16,366 | $2.1M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -1.1% | 16,353 | $2.1M |
| Sage Financial Group Inc. | 0.17% | Reduce -2.5% | 16,259 | $2.1M |
| Castleark Management LLC | 0.07% | No change | 16,000 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.11% | Reduce -8.0% | 15,963 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Add +22.5% | 15,842 | $2.0M |
| Kanawha Capital Management LLC | 0.16% | Reduce -0.9% | 15,824 | $2.0M |
| Global Strategic Investment Solutions, LLC | 0.23% | Add +0.0% | 15,676 | $2.0M |
| MWA Asset Management | 1.31% | Add +0.4% | 15,556 | $2.0M |
| Sandy Spring Bank | 0.08% | Reduce -1.8% | 15,513 | $2.0M |
| Allegheny Financial Group | 0.50% | Add +18.9% | 15,364 | $1.9M |
| First National Bank Sioux Falls | 0.83% | No change | 15,290 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.14% | Reduce -9.9% | 15,165 | $1.9M |
| Shakespeare Wealth Management, LLC | 0.52% | Reduce -6.3% | 15,111 | $1.9M |
| Cordatus Wealth Management LLC | 0.50% | Add +1.4% | 14,856 | $1.9M |
| Wealthfront Advisers LLC | 0.01% | Add +22.5% | 14,836 | $1.9M |
| B.O.S.S. Retirement Advisors, LLC | 0.53% | New | 14,830 | $1.9M |
| Graypoint LLC | 0.11% | No change | 14,806 | $1.9M |
| Post Resch Tallon Group Inc. | 1.81% | — | 14,694 | $1.9M |
| Rehmann Capital Advisory Group | 0.12% | Add +3.3% | 14,522 | $1.8M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 14,460 | $1.8M |
| Western Wealth Management, LLC | 0.10% | Reduce -4.4% | 14,447 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 14,361 | $1.8M |
| IFC Advisors LLC | 0.40% | — | 14,308 | $1.8M |
| Park Place Capital Corp | 0.50% | Add +6.0% | 14,213 | $1.8M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -0.7% | 14,190 | $1.8M |
| Dominguez Wealth Management Solutions, Inc. | 1.31% | Reduce -0.8% | 14,186 | $1.8M |
| Strategic Advocates LLC | 0.61% | Reduce -27.7% | 14,183 | $1.8M |
| Pointe Capital Management LLC | 1.03% | Add +0.8% | 14,173 | $1.8M |
| Paragon Financial Partners, Inc. | 1.34% | Add +14.7% | 14,032 | $1.8M |
| NewEdge Wealth, LLC | 0.03% | New | 13,998 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +1.0% | 13,944 | $1.8M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 13,941 | $1.8M |
| Brookstone Capital Management | 0.03% | Add +1.6% | 13,908 | $1.8M |
| Trust Point Inc. | 0.12% | No change | 13,889 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -4.4% | 13,828 | $1.8M |
| Global Trust Asset Management, LLC | 0.66% | Reduce -12.4% | 13,806 | $1.7M |
| Lifelong Wealth Advisors, Inc. | 0.77% | — | 13,573 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +24.1% | 13,564 | $1.7M |
| Advisors Capital Management, LLC | 0.03% | Reduce -1.8% | 13,539 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Reduce -6.5% | 13,526 | $1.7M |
| Tradition Wealth Management, LLC | 0.15% | Reduce -0.7% | 13,498 | $1.7M |
| LifeWealth Investments, LLC | 1.13% | — | 13,476 | $1.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.48% | Reduce -0.2% | 13,429 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +112.0% | 13,414 | $1.7M |
| TBH Global Asset Management, LLC | 0.40% | No change | 13,404 | $1.7M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 13,400 | $1.7M |
| Thomasville National Bank | 0.12% | Reduce -5.4% | 13,394 | $1.7M |
| First National Bank of Omaha | 0.11% | Reduce -3.3% | 13,286 | $1.7M |
| BTC Capital Management, Inc. | 0.15% | No change | 12,946 | $1.6M |
| Cordgrass Capital Advisors, LLC | 0.47% | Reduce -1.5% | 12,910 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +148.8% | 12,810 | $1.6M |
| Ancora Advisors LLC | 0.04% | Add +0.4% | 12,788 | $1.6M |
| Perennial Investment Advisors, LLC | 0.19% | Add +0.1% | 12,786 | $1.6M |
| Highland Capital Management, LLC | 0.09% | No change | 12,672 | $1.6M |
| EWG Elevate Inc. | 0.48% | New | 12,549 | $1.6M |
| Burke & Herbert Bank & Trust Co. | 0.38% | No change | 12,524 | $1.6M |
| Financial Freedom, LLC | 0.84% | Reduce -0.5% | 12,514 | $1.6M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +33.4% | 12,507 | $1.6M |
| Renasant Bank | 1.03% | Add +3.5% | 12,498 | $1.6M |
| IHT Wealth Management, LLC | 0.05% | Reduce -4.3% | 12,400 | $1.6M |
| 1ST Source Bank | 0.09% | Add +1.4% | 12,369 | $1.6M |
| Aspiriant, LLC | 0.06% | No change | 12,313 | $1.6M |
| Equitable Trust Co. | 0.09% | New | 12,174 | $1.5M |
| Golden State Wealth Management, LLC | 0.23% | — | 12,168 | $1.5M |
| Passumpsic Savings Bank | 0.96% | Add +0.6% | 12,142 | $1.5M |
| Tsfg, LLC | 0.31% | Reduce -0.3% | 12,038 | $1.5M |
| PGIM Custom Harvest LLC | 0.03% | No change | 12,012 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 11,901 | $1.5M |
| Lion Street Advisors, LLC | 0.48% | Reduce -1.1% | 11,899 | $1.5M |
| Private Trust Co. NA | 0.15% | Add +4.0% | 11,851 | $1.5M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -8.3% | 11,781 | $1.5M |
| Venture Visionary Partners LLC | 0.06% | Reduce -0.3% | 11,689 | $1.5M |
| Spire Wealth Management | 0.05% | Add +46.6% | 11,525 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.48% | Reduce -9.4% | 11,493 | $1.5M |
| Willner & Heller, LLC | 1.26% | Add +2.1% | 11,367 | $1.4M |
| Virtue Capital Management, LLC | 0.29% | New | 11,328 | $1.4M |
| Clearstead Trust, LLC | 0.31% | No change | 11,312 | $1.4M |
| Founders Financial Securities LLC | 0.13% | Add +257.6% | 11,273 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +3.5% | 11,246 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -8.3% | 11,195 | $1.4M |
| Taylor & Morgan Wealth Management, LLC | 0.99% | Reduce -2.2% | 11,156 | $1.4M |
| AlTi Global, Inc. | 0.03% | No change | 11,118 | $1.4M |
| Luts & Greenleigh Group, Inc. | 1.39% | Reduce -0.1% | 11,100 | $1.4M |
| Stillwater Capital Advisors, LLC | 0.17% | Reduce -1.6% | 10,768 | $1.4M |
| Roberts Financial Services LLC | 0.26% | Reduce -2.6% | 10,756 | $1.4M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -4.8% | 10,589 | $1.4M |
| Composition Wealth, LLC | 0.03% | Reduce -5.8% | 10,743 | $1.4M |
| FAS Wealth Partners, Inc. | 0.11% | Reduce -1.5% | 10,735 | $1.4M |
| Townsquare Capital LLC | 0.02% | Add +1.5% | 10,720 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -89.3% | 10,707 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.44% | Reduce -67.5% | 10,684 | $1.4M |
| StoneX Group Inc. | 0.07% | Reduce -0.8% | 10,676 | $1.4M |
| Sax Wealth Advisors, LLC | 0.11% | Reduce -1.1% | 10,670 | $1.4M |
| Canandaigua National Bank & Trust Co. | 0.13% | No change | 10,629 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Reduce -1.2% | 10,624 | $1.3M |
| Cranbrook Wealth Management, LLC | 0.31% | No change | 10,615 | $1.3M |
| One Day In July LLC | 0.14% | Add +0.3% | 10,593 | $1.3M |
| Fiduciary Trust Co | 0.02% | Add +7.4% | 10,533 | $1.3M |
| Macquarie Group Ltd. | 0.00% | New | 10,495 | $1.3M |
| White Knight Strategic Wealth Advisors, LLC | 0.56% | Add +96.6% | 10,478 | $1.3M |
| National Philanthropic Trust | 0.02% | No change | 10,431 | $1.3M |
| James J. Burns & Company, LLC | 0.23% | Reduce -3.6% | 10,404 | $1.3M |
| Cadence Bank | 0.09% | Reduce -26.1% | 10,371 | $1.3M |
| Whittier Trust Co. | 0.02% | Reduce -2.6% | 10,329 | $1.3M |
| Princeton Global Asset Management LLC | 0.24% | Reduce -3.5% | 10,153 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.30% | No change | 10,088 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.18% | Reduce -2.5% | 10,058 | $1.3M |
| Smith Salley Wealth Management | 0.08% | No change | 9,983 | $1.3M |
| Key Financial Inc | 0.29% | Reduce -0.4% | 9,943 | $1.3M |
| Mission Wealth Management, LP | 0.03% | No change | 9,939 | $1.3M |
| Pilgrim Partners Asia Pte Ltd | 1.09% | — | 9,885 | $1.3M |
| Proactive Wealth Strategies LLC | 0.65% | Add +1.0% | 9,771 | $1.2M |
| Keel Point, LLC | 0.10% | Add +13.5% | 9,744 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.07% | Reduce -18.2% | 9,126 | $1.2M |
| Ascentis Independent Advisors | 0.23% | Reduce -9.2% | 9,675 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +4.3% | 9,657 | $1.2M |
| Friday Financial | 0.84% | — | 9,622 | $1.2M |
| Duncan Williams Asset Management, LLC | 0.48% | Add +5.2% | 9,597 | $1.2M |
| BHK Investment Advisors, LLC | 0.45% | Reduce -1.6% | 9,554 | $1.2M |
| DF Dent & Co. Inc. | 0.02% | New | 9,413 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +9.6% | 9,345 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +0.0% | 9,322 | $1.2M |
| Coppell Advisory Solutions LLC | 0.16% | Reduce -46.5% | 9,212 | $1.2M |
| Reynders McVeigh Capital Management, LLC | 0.06% | Reduce -13.2% | 9,250 | $1.2M |
| LMCG Investments, LLC | 0.07% | Reduce -0.4% | 9,059 | $1.1M |
| Rovin Capital /Ut/ | 0.41% | Add +38.6% | 9,055 | $1.1M |
| EPG Wealth Management LLC | 0.30% | Reduce -0.0% | 9,056 | $1.1M |
| Strata Wealth Advisors, LLC | 0.36% | No change | 9,033 | $1.1M |
| PACK Private Wealth, LLC | 0.67% | No change | 9,031 | $1.1M |
| Wealth Management Partners, LLC | 0.49% | Reduce -1.5% | 9,022 | $1.1M |
| Brickley Wealth Management | 0.23% | Reduce -0.3% | 9,002 | $1.1M |
| Holland Advisory Services, Inc. | 1.48% | Add +0.1% | 8,946 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +5.2% | 8,880 | $1.1M |
| Evergreen Capital Management LLC | 0.04% | Add +11.2% | 8,684 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +0.2% | 8,672 | $1.1M |
| Legal & General Group Plc | 0.00% | Reduce -49.8% | 8,638 | $1.1M |
| Strategic Wealth Investment Group, LLC | 0.06% | New | 3,307 | $1.1M |
| Yardley Wealth Management LLC | 0.52% | Add +300.0% | 8,800 | $1.1M |
| Moneco Advisors, LLC | 0.11% | Add +3.1% | 8,367 | $1.1M |
| Atticus Wealth Management, LLC | 0.33% | Reduce -3.0% | 8,352 | $1.1M |
| Allworth Financial LP | 0.01% | Add +0.4% | 7,750 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | — | 8,161 | $1.0M |
| Q3 Asset Management | 0.64% | New | 8,095 | $1.0M |
| Callan Family Office, LLC | 0.07% | Reduce -0.5% | 8,077 | $1.0M |
| Capital Square, LLC | 0.58% | Reduce -1.5% | 7,515 | $1.0M |
| GFS Advisors, LLC | 0.15% | No change | 8,000 | $1.0M |
| Aft, Forsyth & Company, Inc. | 0.50% | Add +0.0% | 7,993 | $1.0M |
| Napatree Capital LLC | 0.59% | Reduce -6.1% | 7,975 | $1.0M |
| Calamos Wealth Management LLC | 0.05% | No change | 7,947 | $1.0M |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -0.6% | 7,830 | $992K |
| Rebalance, LLC | 0.07% | Add +0.1% | 7,811 | $990K |
| WealthPlan Investment Management, LLC | 0.10% | Reduce -66.0% | 7,785 | $987K |
| Choate Investment Advisors | 0.02% | New | 7,760 | $984K |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -1.0% | 7,713 | $978K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | No change | 7,680 | $973K |
| Octavia Wealth Advisors, LLC | 0.12% | Reduce -3.0% | 7,564 | $959K |
| Bedel Financial Consulting, Inc. | 0.13% | Add +1.9% | 6,992 | $959K |
| BLB&B Advisors, LLC | 0.05% | Add +0.6% | 7,475 | $947K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.1% | 7,458 | $945K |
| Midwest Capital Advisors, LLC | 0.69% | — | 7,394 | $937K |
| Revolve Wealth Partners, LLC | 0.14% | Add +2.5% | 7,370 | $934K |
| Dynamic Financial Group | 0.94% | — | 7,322 | $928K |
| Harbour Capital Advisors, LLC | 0.21% | No change | 7,105 | $923K |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +203.0% | 7,271 | $922K |
| Garrison Point Advisors, LLC | 0.44% | Reduce -2.0% | 7,252 | $919K |
| Wedgewood Investors Inc. | 1.08% | No change | 7,249 | $919K |
| Valued Retirements, Inc. | 1.23% | Add +2.2% | 7,229 | $916K |
| Affiance Financial, LLC | 0.22% | No change | 7,222 | $915K |
| Principal Securities, Inc. | 0.02% | Add +20.6% | 7,175 | $909K |
| Headlands Technologies LLC | 0.09% | Add +59516.7% | 7,154 | $907K |
| Linscomb Wealth, Inc. | 0.04% | No change | 7,097 | $900K |
| Legacy Capital Wealth Partners, LLC | 0.22% | New | 7,083 | $898K |
| Marshall Financial Group Inc. | 0.27% | Reduce -8.1% | 7,071 | $896K |
| Delta Capital Management LLC | 0.51% | New | 7,000 | $887K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.9% | 6,972 | $884K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +1.7% | 6,913 | $876K |
| Lee, Kelleher & Klein Wealth Management | 0.62% | — | 6,885 | $873K |
| Rockland Trust Co. | 0.04% | Add +0.2% | 6,883 | $872K |
| Clark Capital Management Group, Inc. | 0.01% | Add +92.1% | 6,855 | $869K |
| Legacy Bridge, LLC | 0.45% | No change | 6,809 | $863K |
| Bensler, LLC | 0.10% | Add +0.0% | 6,807 | $863K |
| Bearing Point Capital, LLC | 0.18% | — | 6,783 | $860K |
| Gryphon Financial Partners LLC | 0.12% | Add +2.9% | 6,778 | $859K |
| Round Rock Advisors LLC | 0.18% | No change | 6,766 | $858K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -1.4% | 6,757 | $856K |
| Haverford Trust Co | 0.01% | No change | 6,755 | $856K |
| World Investment Advisors | 0.02% | Add +124.7% | 6,735 | $854K |
| Next Capital Management LLC | 0.35% | No change | 6,717 | $851K |
| Cassady Schiller Wealth Management, LLC | 0.31% | Reduce -6.8% | 6,714 | $851K |
| Stonebridge Financial Planning Group, LLC | 0.38% | Reduce -0.8% | 6,705 | $850K |
| Garden State Investment Advisory Services LLC | 0.26% | No change | 6,678 | $847K |
| CENTRAL TRUST Co | 0.02% | No change | 6,650 | $843K |
| QRG Capital Management, Inc. | 0.01% | Reduce -2.0% | 6,643 | $842K |
| Cahaba Wealth Management, Inc. | 0.07% | Reduce -1.1% | 6,623 | $839K |
| First United Bank & Trust | 0.30% | Reduce -0.5% | 6,525 | $827K |
| Easterly Investment Partners LLC | 0.06% | No change | 6,438 | $816K |
| Signature Estate & Investment Advisors LLC | 0.02% | No change | 6,435 | $816K |
| Wolf Group Capital Advisors | 0.39% | No change | 8,440 | $816K |
| Heritage Wealth Advisors | 0.04% | No change | 6,434 | $816K |
| Sage Mountain Advisors LLC | 0.06% | Add +79.9% | 6,411 | $813K |
| Apollon Wealth Management, LLC | 0.02% | Add +125.7% | 6,409 | $812K |
| Colonial Trust Co / SC | 0.12% | Reduce -0.3% | 6,393 | $810K |
| Atlantic Union Bankshares Corp | 0.05% | No change | 6,391 | $810K |
| Pettyjohn, Wood & White, Inc. | 0.15% | No change | 6,384 | $809K |
| AMJ Financial Wealth Management | 0.22% | Add +84.8% | 6,361 | $806K |
| Northeast Financial Consultants Inc | 0.03% | No change | 6,331 | $802K |
| Wealth Alliance, LLC | 0.10% | Add +137.3% | 6,329 | $802K |
| Global Wealth Strategies & Associates | 0.25% | Reduce -0.3% | 6,277 | $796K |
| Fulton Bank, N.A. | 0.03% | No change | 6,263 | $794K |
| Guidance Capital, Inc. | 0.24% | Reduce -1.9% | 5,844 | $793K |
| Oarsman Capital, Inc. | 0.14% | Add +7.3% | 6,241 | $791K |
| Appleton Partners Inc. | 0.06% | No change | 6,226 | $789K |
| Strategic Financial Concepts, LLC | 0.15% | Add +5.0% | 6,175 | $783K |
| NBT Bank, N.A. | 0.05% | No change | 6,147 | $779K |
| Financial Alternatives, Inc | 0.55% | No change | 6,140 | $778K |
| Walled Lake Planning & Wealth Management, LLC | 0.29% | Add +6.3% | 6,128 | $777K |
| Ieq Capital, LLC | 0.01% | New | 6,122 | $776K |
| Richardson Capital Management LLC | 0.49% | No change | 6,119 | $776K |
| Jane Street Group, LLC | 0.00% | Reduce -8.7% | 6,033 | $765K |
| Viewpoint Capital Management LLC | 0.40% | No change | 6,000 | $761K |
| Private Portfolio Partners LLC | 0.14% | No change | 5,995 | $760K |
| Pathway Financial Advisors LLC | 0.17% | No change | 5,950 | $754K |
| Greenleaf Trust | 0.01% | Reduce -19.8% | 5,879 | $745K |
| Magnus Financial Group LLC | 0.07% | Add +0.0% | 5,873 | $744K |
| BlueSky Wealth Advisors, LLC | 0.12% | No change | 5,850 | $741K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -1.6% | 5,850 | $741K |
| HB Wealth Management, LLC | 0.01% | Add +1.3% | 5,849 | $741K |
| Belpointe Asset Management LLC | 0.04% | Add +16.3% | 6,504 | $740K |
| Associated Banc-Corp | 0.02% | Reduce -0.1% | 5,781 | $733K |
| Standard Family Office LLC | 0.89% | No change | 5,778 | $732K |
| Investmark Advisory Group LLC | 0.36% | Add +1.8% | 5,736 | $727K |
| OneDigital Investment Advisors LLC | 0.01% | Add +7.3% | 5,727 | $726K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -2.6% | 5,513 | $725K |
| Diversified Trust Co. | 0.02% | Add +5.5% | 5,708 | $723K |
| Manchester Capital Management LLC | 0.08% | No change | 5,693 | $722K |
| Washington Trust Bank | 0.07% | Reduce -12.0% | 5,670 | $719K |
| FWG Investments, LLC. | 0.56% | Reduce -0.6% | 5,659 | $717K |
| First Western Trust Bank | 0.03% | Add +2.1% | 5,656 | $717K |
| Flagship Private Wealth, LLC | 0.34% | Add +11.3% | 5,616 | $712K |
| Saxon Interests, Inc. | 0.31% | Reduce -3.4% | 5,545 | $703K |
| Iams Wealth Management, LLC | 0.32% | Reduce -13.9% | 5,522 | $700K |
| Nicolet Advisory Services, LLC | 0.06% | Add +53.5% | 5,487 | $697K |
| Rockwood Wealth Management, LLC | 0.08% | No change | 5,451 | $695K |
| Martin Worley Group | 0.43% | — | 5,470 | $693K |
| Foundation Wealth Management, LLC\PA | 0.34% | — | 5,465 | $693K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 5,462 | $692K |
| HBK Sorce Advisory LLC | 0.02% | No change | 5,445 | $690K |
| Allen Investment Management, LLC | 0.01% | No change | 5,439 | $689K |
| Rossmore Private Capital | 0.09% | No change | 5,428 | $688K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +2.4% | 5,422 | $687K |
| Retirement Income Solutions, Inc. | 0.14% | No change | 5,417 | $687K |
| Ruggaard & Associates LLC | 0.30% | Reduce -3.9% | 5,381 | $682K |
| Hill Investment Group Partners, LLC | 0.09% | New | 5,373 | $681K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 5,363 | $680K |
| National Bank of Canada | 0.00% | Add +10.9% | 5,324 | $675K |
| Red Tortoise LLC | 0.35% | No change | 5,310 | $673K |
| Contravisory Investment Management, Inc. | 0.14% | Reduce -5.9% | 5,288 | $670K |
| SouthState Bank Corp | 0.04% | No change | 5,281 | $669K |
| Essex Bank | 0.16% | Add +2.1% | 5,204 | $660K |
| Meridian Management Co. | 0.17% | No change | 5,200 | $659K |
| Betterment LLC | 0.00% | Add +0.9% | 5,178 | $656K |
| NTV Asset Management LLC | 0.09% | Reduce -7.2% | 5,151 | $653K |
| Owen LaRue, LLC | 0.34% | Add +0.1% | 5,143 | $652K |
| Sharkey, Howes & Javer | 0.09% | No change | 5,103 | $647K |
| Viawealth, LLC | 0.39% | No change | 5,086 | $645K |
| Nicolet Bankshares Inc. | 0.13% | No change | 5,080 | $644K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 5,076 | $643K |
| Arcadia Investment Management Corp. | 0.10% | Add +146.3% | 5,050 | $640K |
| Chicago Wealth Management, Inc. | 0.33% | Reduce -0.1% | 5,036 | $638K |
| White Pine Capital LLC | 0.21% | No change | 5,012 | $635K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +1.2% | 4,962 | $629K |
| Bailard, Inc. | 0.02% | No change | 4,959 | $629K |
| L. Roy Papp & Associates, LLP | 0.07% | Add +11.3% | 4,939 | $626K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -3.7% | 4,903 | $621K |
| Gries Financial LLC | 0.11% | No change | 4,900 | $621K |
| Global Wealth Management Investment Advisory, Inc. | 0.13% | Reduce -16.9% | 4,881 | $619K |
| Journey Strategic Wealth LLC | 0.02% | Add +11.6% | 4,880 | $619K |
| Trust Co. of Vermont | 0.03% | Add +4.9% | 4,873 | $618K |
| Aire Advisors, LLC | 0.13% | Add +0.0% | 4,828 | $612K |
| Pure Financial Advisors, LLC | 0.01% | Add +4.5% | 4,809 | $610K |
| Providence Capital Advisors, LLC | 0.12% | No change | 4,808 | $609K |
| Evoke Wealth, LLC | 0.02% | Add +0.9% | 4,808 | $609K |
| LVW Advisors, LLC | 0.07% | New | 4,799 | $608K |
| Ballentine Partners, LLC | 0.01% | No change | 4,760 | $603K |
| First International Bank & Trust | 0.19% | No change | 4,745 | $601K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -4.8% | 4,738 | $601K |
| FDx Advisors, Inc. | 0.17% | Reduce -3.3% | 4,713 | $597K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -9.8% | 4,694 | $595K |
| Principle Wealth Partners LLC | 0.04% | No change | 4,670 | $592K |
| Maryland Capital Advisors Inc. | 0.27% | No change | 4,656 | $590K |
| Jackson Hole Capital Partners, LLC | 0.12% | No change | 4,608 | $584K |
| Values Added Financial LLC | 0.34% | No change | 4,603 | $583K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -1.6% | 4,595 | $582K |
| Financial Insights, Inc. | 0.23% | Reduce -2.3% | 4,594 | $582K |
| Total Wealth Planning, LLC | 0.09% | Reduce -0.6% | 4,564 | $578K |
| Prestige Wealth Management Group LLC | 0.12% | No change | 4,554 | $577K |
| Carl P. Sherr & Co., LLC | 0.30% | Reduce -28.3% | 4,438 | $563K |
| Berkshire Asset Management LLC | 0.03% | Add +0.2% | 4,121 | $559K |
| Stegner Investment Associates Inc. | 0.37% | No change | 4,405 | $558K |
| Davis R M Inc. | 0.01% | Add +10.0% | 4,400 | $558K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 4,393 | $557K |
| International Assets Investment Management, LLC | 0.05% | Add +131.5% | 4,355 | $555K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.0% | 4,333 | $549K |
| KKM Financial LLC | 0.23% | New | 4,011 | $546K |
| Legacy Advisors, LLC | 0.05% | Add +7.5% | 4,308 | $546K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +0.0% | 4,295 | $544K |
| Trail Ridge Investment Advisors, LLC | 0.26% | No change | 4,293 | $544K |
| Liberty Capital Management, Inc. | 0.12% | No change | 4,289 | $544K |
| Flagstar Securities, Inc. | 0.13% | Add +0.1% | 4,244 | $538K |
| Estate Counselors, LLC | 0.06% | New | 4,220 | $535K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -0.4% | 4,193 | $531K |
| Vaughan David Investments LLC | 0.01% | Reduce -0.0% | 4,147 | $526K |
| Topsail Wealth Management, LLC | 0.11% | — | 4,131 | $524K |
| First Command Advisory Services, Inc. | 0.01% | No change | 4,128 | $523K |
| Mgo One Seven LLC | 0.02% | Reduce -2.9% | 4,125 | $523K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.9% | 4,125 | $523K |
| Fingerlakes Wealth Management, Inc. | 0.42% | Add +0.1% | 4,108 | $521K |
| Cohen Capital Management, Inc. | 0.09% | Add +0.1% | 4,099 | $520K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -4.4% | 4,073 | $516K |
| Westmount Partners, LLC | 0.16% | No change | 4,072 | $516K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.19% | Add +10.9% | 4,067 | $515K |
| Integrated Advisors Network LLC | 0.02% | No change | 4,047 | $513K |
| Trilogy Capital Inc. | 0.03% | Reduce -2.5% | 4,037 | $512K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 4,000 | $507K |
| Adero Partners, LLC | 0.03% | No change | 4,000 | $507K |
| Annex Advisory Services, LLC | 0.02% | Reduce -3.7% | 3,952 | $501K |
| Signal Advisors Wealth, LLC | 0.06% | Add +0.8% | 3,912 | $496K |
| Twin Peaks Wealth Advisors, LLC | 0.21% | Add +5.4% | 3,897 | $494K |
| Financial Advocates Investment Management | 0.03% | Add +98.9% | 3,879 | $492K |
| Finley Financial, LLC | 0.26% | — | 3,765 | $490K |
| Smith, Moore & Co. | 0.04% | Add +9.6% | 3,862 | $489K |
| Middleton & Co. Inc. | 0.05% | Add +2.1% | 3,819 | $484K |
| FF Advisors,LLC | 0.33% | No change | 3,620 | $484K |
| Anderson Hoagland & Co. | 0.05% | New | 3,655 | $484K |
| L.K. Benson & Company, P.C. | 0.34% | — | 3,815 | $484K |
| Skyline Advisors, Inc. | 0.19% | Add +0.1% | 3,807 | $482K |
| Sage Capital Advisors,llc | 0.12% | No change | 3,728 | $473K |
| BlueChip Wealth Advisors LLC | 0.26% | No change | 3,724 | $472K |
| RFG Advisory, LLC | 0.01% | New | 3,693 | $468K |
| Burt Wealth Advisors | 0.12% | No change | 3,676 | $466K |
| IRON Financial LLC | 0.26% | Reduce -2.6% | 3,661 | $464K |
| St. Clair Advisors, LLC | 0.13% | No change | 3,658 | $464K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -3.9% | 3,647 | $462K |
| Quest 10 Wealth Builders, Inc. | 0.46% | — | 3,645 | $462K |
| Ullmann Wealth Partners Group, LLC | 0.06% | Add +0.0% | 3,630 | $460K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,588 | $455K |
| Wise Wealth Partners | 1.12% | — | 3,574 | $453K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 3,574 | $453K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | No change | 3,535 | $448K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -15.5% | 3,526 | $447K |
| Joseph P. Lucia & Associates, LLC | 0.20% | Add +2.5% | 3,514 | $445K |
| Rothschild Capital Partners, LLC | 0.11% | Reduce -14.9% | 3,502 | $444K |
| Evercore Wealth Management, LLC | 0.01% | No change | 3,499 | $443K |
| Towercrest Capital Management | 0.07% | No change | 3,488 | $442K |
| Parkshore Wealth Management, Inc. | 0.26% | — | 3,460 | $439K |
| FreeGulliver LLC | 0.23% | Add +0.1% | 3,449 | $437K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +40.6% | 3,431 | $435K |
| Savvy Advisors, Inc. | 0.05% | New | 3,407 | $432K |
| Partners in Financial Planning | 0.09% | No change | 3,403 | $431K |
| Cynosure Group, LLC | 0.06% | No change | 3,402 | $431K |
| Baring Financial LLC | 0.38% | — | 3,382 | $429K |
| Fiera Capital Corp | 0.00% | Reduce -4.2% | 3,369 | $427K |
| White Lighthouse Investment Management Inc. | 0.07% | No change | 3,365 | $427K |
| Snider Financial Group | 0.13% | New | 3,326 | $422K |
| HFG Advisors, Inc. | 0.36% | No change | 3,282 | $416K |
| Oxbow Advisors, LLC | 0.05% | No change | 3,281 | $416K |
| Quadrant Capital Group LLC | 0.03% | No change | 3,274 | $415K |
| Steph & Co. | 0.14% | Reduce -8.3% | 3,272 | $415K |
| Roehl & Yi Investment Advisors, LLC | 0.23% | — | 3,257 | $413K |
| Caldwell Trust Co | 0.04% | No change | 3,248 | $412K |
| SkyOak Wealth, LLC | 0.09% | Reduce -0.5% | 3,245 | $411K |
| True North Advisors, LLC | 0.10% | No change | 3,240 | $411K |
| Citizens Financial Group Inc. | 0.01% | Add +1.1% | 3,238 | $410K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +15.0% | 3,225 | $409K |
| Delta Financial Group, Inc. | 0.10% | New | 3,202 | $406K |
| Mason & Associates, LLC | 0.12% | Reduce -6.2% | 3,203 | $406K |
| Csenge Advisory Group | 0.02% | New | 3,198 | $405K |
| Old North State Trust, LLC | 0.26% | Reduce -1.3% | 3,195 | $405K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 3,191 | $404K |
| Paladin Advisory Group, LLC | 0.31% | Reduce -0.3% | 3,183 | $403K |
| Wolff Financial Management LLC | 0.11% | Add +0.1% | 3,168 | $402K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -11.0% | 3,170 | $402K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Reduce -6.5% | 3,166 | $401K |
| Signet Financial Management, LLC | 0.05% | Add +0.0% | 3,160 | $401K |
| Bourgeon Capital Management LLC | 0.08% | No change | 3,151 | $399K |
| Armor Investment Advisors, LLC | 0.16% | Reduce -1.5% | 3,138 | $398K |
| Wedbush Securities Inc. | 0.01% | New | 3,125 | $396K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 3,108 | $394K |
| WealthTrust Axiom LLC | 0.12% | Reduce -0.3% | 3,107 | $394K |
| KilterHowling LLC | 0.22% | Add +0.1% | 2,864 | $393K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,081 | $391K |
| Carolinas Wealth Consulting LLC | 0.08% | Add +0.1% | 3,080 | $390K |
| City Holding Co. | 0.06% | Add +6.6% | 3,079 | $390K |
| Madison Asset Management, LLC | 0.00% | Reduce -1.6% | 3,078 | $390K |
| Madison Investment Advisors, LLC | 0.00% | — | 3,078 | $390K |
| Bridges Investment Management Inc. | 0.01% | Add +11.8% | 3,077 | $390K |
| American Financial & Tax Strategies Inc. | 0.20% | No change | 3,072 | $389K |
| Simplicity Wealth,LLC | 0.08% | Reduce -88.7% | 3,066 | $389K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +17.4% | 3,057 | $387K |
| Regal Investment Advisors LLC | 0.03% | Add +0.0% | 3,043 | $386K |
| Continuum Advisory, LLC | 0.05% | No change | 3,035 | $385K |
| Avestar Capital, LLC | 0.03% | New | 4,278 | $383K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -14.2% | 3,015 | $382K |
| Capital Advisors Inc. | 0.01% | Reduce -0.4% | 3,005 | $381K |
| Focus Financial Network, Inc. | 0.02% | Reduce -10.1% | 2,995 | $380K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 2,982 | $378K |
| Uptick Partners, LLC | 0.14% | Reduce -0.5% | 2,962 | $375K |
| Grant Private Wealth Management Inc | 0.40% | — | 2,954 | $374K |
| Unionview, LLC | 0.27% | Add +0.0% | 2,947 | $374K |
| Redhawk Wealth Advisors, Inc. | 0.05% | No change | 2,938 | $372K |
| Sage Rhino Capital LLC | 0.08% | No change | 2,924 | $371K |
| Madison Wealth Partners, Inc | 0.10% | No change | 2,891 | $366K |
| Argent Advisors, Inc. | 0.13% | Reduce -58.0% | 2,870 | $364K |
| Patten Group, Inc. | 0.08% | Reduce -26.1% | 2,852 | $361K |
| Householder Group Estate & Retirement Specialist, LLC | 0.27% | Reduce -28.9% | 2,854 | $361K |
| Hancock Whitney Corp. | 0.01% | New | 2,845 | $361K |
| Montag A & Associates Inc. | 0.02% | Add +68.5% | 2,823 | $358K |
| Cooper Financial Group | 0.04% | Reduce -5.4% | 2,811 | $356K |
| Advisory Resource Group | 0.08% | Add +1.9% | 2,805 | $356K |
| Cahill Wealth Management, LLC | 0.18% | No change | 2,800 | $355K |
| Advisory Alpha, LLC | 0.01% | Add +19.1% | 2,775 | $352K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 2,766 | $351K |
| Orgel Wealth Management, LLC | 0.01% | No change | 2,742 | $348K |
| Retirement Planning Group, LLC | 0.02% | Add +1.6% | 2,728 | $346K |
| Caprock Group, LLC | 0.01% | New | 2,725 | $345K |
| LifePlan Investment Advisors, Inc. | 0.21% | No change | 2,718 | $345K |
| Amplius Wealth Advisors, LLC | 0.04% | Reduce -0.8% | 2,713 | $344K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,694 | $341K |
| Stratos Investment Management, LLC | 0.02% | Add +0.0% | 2,692 | $341K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -17.1% | 2,686 | $340K |
| Cascade Financial Partners, LLC | 0.04% | Add +8.9% | 2,679 | $340K |
| Prosperity Planning, Inc. | 0.15% | Reduce -5.5% | 2,677 | $339K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,677 | $339K |
| LongView Wealth Management | 0.10% | Add +11.3% | 2,659 | $337K |
| PFG Investments, LLC | 0.02% | Add +11.1% | 2,641 | $335K |
| Fernwood Investment Management, LLC | 0.12% | No change | 2,640 | $335K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 2,618 | $332K |
| BCGM Wealth Management, LLC | 0.10% | No change | 2,600 | $330K |
| Principal Financial Group Inc. | 0.00% | Reduce -64.4% | 2,600 | $330K |
| Elm3 Financial Group, LLC | 0.28% | — | 2,579 | $327K |
| TrueWealth Advisors, LLC | 0.11% | No change | 2,552 | $323K |
| Tassel Capital Management, Inc. | 0.29% | — | 2,546 | $323K |
| First Financial Corp. | 0.15% | No change | 2,539 | $322K |
| PDS Planning, Inc | 0.03% | Add +0.1% | 2,509 | $318K |
| Stage Harbor Financial, LLC | 0.28% | Add +7.2% | 2,508 | $318K |
| Smithfield Trust Co | 0.02% | No change | 2,495 | $316K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Add +0.1% | 2,482 | $314K |
| Radnor Capital Management, LLC | 0.05% | No change | 2,479 | $314K |
| CRA Financial Services, LLC | 0.05% | No change | 2,448 | $310K |
| Axis Wealth Partners, LLC | 0.26% | — | 2,429 | $308K |
| Performance Wealth Partners, LLC | 0.01% | Add +1.8% | 2,415 | $306K |
| Noble Wealth Management PBC | 0.21% | — | 2,404 | $305K |
| Pioneer Trust Bank N A | 0.08% | No change | 2,400 | $304K |
| Gen-Wealth Partners Inc | 0.13% | Add +0.0% | 2,395 | $304K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.0% | 2,389 | $303K |
| Prairie Wealth Advisors, Inc. | 0.15% | Add +0.1% | 2,382 | $302K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 2,375 | $301K |
| Busey Bank | 0.01% | No change | 2,372 | $301K |
| Independence Bank of Kentucky | 0.05% | No change | 2,368 | $300K |
| Verdence Capital Advisors LLC | 0.02% | New | 2,367 | $300K |
| Lazard Asset Management LLC | 0.00% | Reduce -58.2% | 2,365 | $299K |
| GeoWealth Management, LLC | 0.01% | Add +12988.9% | 2,356 | $299K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 2,355 | $299K |
| LRI Investments, LLC | 0.03% | No change | 2,350 | $298K |
| Executive Wealth Management, LLC | 0.02% | Add +0.0% | 2,342 | $297K |
| Rhumbline Advisers | 0.00% | Reduce -40.1% | 2,341 | $297K |
| Norden Group LLC | 0.03% | No change | 2,339 | $296K |
| WealthShield Partners, LLC | 0.04% | No change | 2,320 | $294K |
| Kendall Capital Management | 0.09% | No change | 2,318 | $294K |
| J. W. Coons Advisors, LLC | 0.08% | Add +0.0% | 2,317 | $294K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -5.0% | 2,312 | $293K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 2,277 | $289K |
| High Falls Advisors, Inc | 0.07% | Add +21.3% | 2,270 | $288K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -20.5% | 2,264 | $287K |
| Monarch Capital Management Inc. | 0.08% | No change | 2,256 | $286K |
| Ironwood Investment Counsel, LLC | 0.05% | No change | 2,250 | $285K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | Reduce -6.6% | 2,079 | $285K |
| Grove Bank & Trust | 0.04% | No change | 2,246 | $285K |
| Mather Group, Llc. | 0.00% | Reduce -4.5% | 2,245 | $285K |
| Abacus Planning Group, Inc. | 0.05% | New | 2,240 | $284K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -14.3% | 2,234 | $283K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.7% | 2,230 | $283K |
| Financial Perspectives, Inc | 0.09% | Reduce -1.8% | 2,227 | $282K |
| BostonPremier Wealth LLC | 0.17% | — | 2,223 | $282K |
| Pacific Sun Financial Corp | 0.15% | Reduce -2.6% | 2,214 | $281K |
| Diversified Portfolios, Inc. | 0.03% | New | 2,207 | $280K |
| McDonald Partners LLC | 0.07% | No change | 2,200 | $279K |
| Stiles Financial Services Inc | 0.10% | No change | 2,200 | $279K |
| CGN Advisors LLC | 0.03% | Add +4.7% | 2,197 | $278K |
| Stephen J. Garry & Associates, LLC | 0.26% | No change | 2,187 | $277K |
| Private Capital Management LLC | 0.06% | No change | 2,183 | $277K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 2,183 | $277K |
| Breakwater Capital Group | 0.05% | Reduce -1.1% | 2,171 | $275K |
| Alliance Wealth Management Group | 0.07% | No change | 2,156 | $273K |
| BOK Financial Private Wealth, Inc. | 0.02% | Add +27.1% | 2,156 | $273K |
| LJI Wealth Management, LLC | 0.05% | Reduce -40.2% | 2,154 | $273K |
| Financial Sense Advisors, Inc. | 0.09% | Add +5.8% | 2,134 | $270K |
| DT Investment Partners, LLC | 0.02% | Reduce -3.3% | 2,124 | $269K |
| Eubel Brady & Suttman Asset Management Inc. | 0.04% | No change | 2,120 | $269K |
| Brady Family Wealth, LLC | 0.08% | No change | 2,115 | $268K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 2,102 | $266K |
| Millennium Management | 0.00% | Reduce -74.1% | 2,100 | $266K |
| Broadview Financial Management, LLC | 0.19% | No change | 2,094 | $265K |
| 17 Capital Partners, LLC | 0.17% | No change | 2,092 | $265K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,088 | $265K |
| ICONIQ Capital, LLC | 0.00% | New | 2,087 | $265K |
| Fisher Asset Management | 0.00% | Add +15.2% | 2,085 | $264K |
| NWF Advisory Services Inc. | 0.04% | Reduce -34.6% | 2,085 | $264K |
| Transce3nd, LLC | 0.09% | — | 2,073 | $264K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 2,069 | $264K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 2,081 | $264K |
| Garde Capital, Inc. | 0.02% | No change | 2,074 | $263K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,074 | $263K |
| KPP Advisory Services LLC | 0.06% | No change | 2,066 | $262K |
| K.J. Harrison & Partners Inc | 0.04% | New | 2,052 | $262K |
| Foundation Wealth Management, LLC | 0.20% | No change | 2,052 | $260K |
| Beacon Financial Advisory LLC | 0.08% | Add +0.1% | 2,048 | $260K |
| Cibc World Market Inc. | 0.00% | No change | 2,047 | $259K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -0.1% | 2,031 | $257K |
| Portland Global Advisors LLC | 0.03% | No change | 2,026 | $257K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -1.9% | 2,013 | $255K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 2,010 | $255K |
| Montz Harcus Wealth Management LLC | 0.14% | Add +0.1% | 2,009 | $255K |
| Shared Vision Wealth Group LLC | 0.13% | No change | 2,008 | $255K |
| Keystone Wealth Services, LLC | 0.07% | Add +1.1% | 1,962 | $249K |
| Kingstone Capital Partners Texas, LLC | 0.20% | — | 1,954 | $248K |
| Edge Financial Advisors LLC | 0.22% | Reduce -1.3% | 1,956 | $248K |
| Scotia Capital Inc. | 0.00% | No change | 1,940 | $246K |
| Visionary Wealth Advisors | 0.01% | Reduce -5.6% | 1,933 | $245K |
| Von Berge Wealth Management Group, LLC | 0.15% | No change | 1,800 | $245K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -6.3% | 1,929 | $244K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Reduce -0.5% | 1,926 | $244K |
| West Michigan Advisors, LLC | 0.07% | Reduce -1.3% | 1,923 | $244K |
| Two Sigma Securities, LLC | 0.04% | Reduce -25.7% | 1,918 | $243K |
| Empower Advisory Group, LLC | 0.00% | Reduce -16.0% | 1,915 | $243K |
| Kovack Advisors, Inc. | 0.02% | Add +1.7% | 1,897 | $240K |
| Fayez Sarofim & Co | 0.00% | No change | 1,896 | $240K |
| Clayton Financial Group LLC | 0.09% | Reduce -18.3% | 1,892 | $240K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -1.7% | 1,890 | $240K |
| Impact Partnership Wealth, LLC | 0.05% | New | 1,886 | $239K |
| Roman Butler Fullerton & Co. | 0.08% | Add +0.1% | 1,792 | $238K |
| Timonier Family Office, LTD. | 0.12% | — | 1,862 | $236K |
| Blue Barn Wealth, LLC | 0.12% | No change | 1,860 | $236K |
| American State Bank (Iowa) | 0.14% | No change | 1,860 | $236K |
| CCG Wealth Management, LLC | 0.13% | No change | 1,859 | $236K |
| Windsor Capital Management, LLC | 0.07% | No change | 1,857 | $235K |
| Pps&v Asset Management Consultants, Inc. | 0.16% | No change | 1,852 | $235K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 1,840 | $233K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 1,832 | $232K |
| Philadelphia Trust Co. | 0.02% | No change | 1,826 | $231K |
| Shira Ridge Wealth Management | 0.11% | Reduce -0.5% | 1,822 | $231K |
| Waterloo Capital, L.P. | 0.02% | No change | 1,822 | $231K |
| Plancorp, LLC | 0.01% | Reduce -5.3% | 1,820 | $231K |
| Linden Thomas Advisory Services, LLC | 0.03% | New | 1,817 | $230K |
| Hollencrest Capital Management | 0.01% | Reduce -2.4% | 1,812 | $230K |
| Blue Trust, Inc. | 0.00% | Reduce -25.8% | 1,811 | $230K |
| Lord & Richards Wealth Management, LLC | 0.48% | — | 1,807 | $229K |
| WMS Partners, LLC | 0.01% | No change | 1,806 | $229K |
| Auxano Advisors, LLC | 0.06% | No change | 1,803 | $229K |
| Centerpoint Advisory Group | 0.22% | — | 1,800 | $228K |
| AQR Capital Management | 0.00% | New | 1,794 | $227K |
| Northwest Financial Advisors | 0.19% | Add +339.3% | 1,788 | $227K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,760 | $223K |
| Monetary Management Group Inc. | 0.06% | No change | 1,750 | $222K |
| One Wealth Management Investment & Advisory Services, LLC | 0.35% | No change | 1,747 | $221K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,741 | $221K |
| Cora Capital Advisors LLC | 0.11% | No change | 1,740 | $221K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 1,740 | $221K |
| TCP Asset Management, LLC | 0.05% | No change | 1,739 | $220K |
| Fortune Financial Advisors, LLC | 0.20% | New | 1,737 | $220K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 1,736 | $220K |
| First Hawaiian Bank | 0.01% | No change | 1,734 | $220K |
| Maridea Wealth Management LLC | 0.07% | — | 1,728 | $219K |
| Washington Trust Advisors, Inc. | 0.02% | Add +99.5% | 1,724 | $219K |
| Wedmont Private Capital | 0.01% | Reduce -15.9% | 1,699 | $216K |
| HBC Financial Services, PLLC | 0.13% | No change | 1,700 | $215K |
| Lloyd Advisory Services, LLC. | 0.10% | New | 1,694 | $215K |
| Forum Financial Management, LP | 0.00% | New | 1,691 | $214K |
| Leo Wealth, LLC | 0.02% | New | 1,687 | $214K |
| Mason & Associates Inc | 0.05% | New | 1,686 | $214K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | New | 1,683 | $213K |
| Institute for Wealth Management, LLC. | 0.03% | New | 1,679 | $213K |
| MAS Advisors LLC | 0.36% | Reduce -50.0% | 1,678 | $213K |
| Acropolis Investment Management, LLC | 0.01% | Add +7.1% | 1,675 | $212K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,670 | $212K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 1,668 | $211K |
| Evanson Asset Management, LLC | 0.01% | New | 1,662 | $211K |
| Westfield Capital Management Co. LP | 0.00% | Reduce -32.6% | 1,661 | $210K |
| Trivant Custom Portfolio Group, LLC | 0.12% | No change | 1,661 | $210K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 1,660 | $210K |
| Foguth Wealth Management, LLC. | 0.06% | New | 1,549 | $210K |
| Kirtland Hills Capital Management, LLC | 0.13% | New | 1,658 | $210K |
| Buckhead Capital Management LLC | 0.07% | New | 1,657 | $210K |
| Blueprint Investment Partners LLC | 0.03% | New | 1,650 | $209K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,642 | $208K |
| Summit Investment Advisors, Inc. | 0.18% | — | 1,499 | $207K |
| Athena Investment Management | 0.12% | New | 1,624 | $206K |
| Ascent Group, LLC | 0.02% | New | 1,615 | $205K |
| Secure Asset Management, LLC | 0.03% | New | 1,613 | $204K |
| Transcendent Capital Group LLC | 0.10% | Add +3.9% | 1,588 | $201K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 1,540 | $195K |
| Decker Retirement Planning Inc. | 0.11% | — | 1,512 | $192K |
| Performa Ltd (US), LLC | 0.06% | Add +0.2% | 1,454 | $184K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,415 | $179K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.1% | 1,408 | $178K |
| REAP Financial Group, LLC | 0.04% | Reduce -9.4% | 1,395 | $177K |
| Hills Bank & Trust Co | 0.01% | No change | 1,383 | $175K |
| FPC Investment Advisory, Inc. | 0.13% | New | 1,295 | $174K |
| Evensky & Katz LLC | 0.01% | Add +0.1% | 1,367 | $173K |
| Venturi Wealth Management, LLC | 0.01% | No change | 1,344 | $170K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.6% | 1,286 | $163K |
| Sunbelt Securities, Inc. | 0.01% | Add +33.3% | 1,256 | $160K |
| Arcadia Investment Advisors LLC | 0.09% | No change | 1,235 | $157K |
| Ballast Advisors LLC | 0.05% | Reduce -0.3% | 1,232 | $156K |
| Runnymede Capital Advisors, Inc. | 0.14% | — | 1,230 | $156K |
| Rialto Wealth Management, LLC | 0.05% | — | 1,228 | $156K |
| Pineridge Advisors LLC | 0.06% | Reduce -9.3% | 1,202 | $152K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,194 | $151K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,122 | $149K |
| Pin Oak Investment Advisors Inc. | 0.13% | No change | 1,263 | $148K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 1,146 | $145K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | Add +0.1% | 1,144 | $145K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,140 | $144K |
| Bogart Wealth, LLC | 0.01% | No change | 1,137 | $144K |
| Russell Investments Group, Ltd. | 0.00% | Add +66.0% | 1,132 | $143K |
| Albion Financial Group | 0.01% | Add +450.5% | 1,101 | $140K |
| CoreFirst Bank & Trust | 0.08% | No change | 1,096 | $139K |
| Biltmore Family Office, LLC | 0.02% | No change | 1,096 | $139K |
| Eastern Bank | 0.00% | No change | 1,093 | $139K |
| Denver PWM, LLC | 0.05% | No change | 1,049 | $133K |
| Tompkins Financial Corp. | 0.01% | Reduce -28.0% | 1,027 | $130K |
| Perkins Coie Trust Co | 0.03% | Reduce -23.7% | 1,027 | $130K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -2.0% | 1,026 | $130K |
| Trust Co | 0.01% | No change | 1,018 | $129K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,000 | $127K |
| Corebridge Financial, Inc. | 0.00% | Reduce -44.4% | 1,000 | $127K |
| Copia Wealth Management | 0.12% | — | 989 | $125K |
| Union Savings Bank | 0.06% | Reduce -4.5% | 984 | $125K |
| FLP Wealth Management, LLC | 0.32% | — | 980 | $124K |
| WASHINGTON TRUST Co | 0.00% | No change | 952 | $121K |
| MidAtlantic Capital Management, Inc. | 0.08% | No change | 912 | $116K |
| Bare Financial Services, Inc | 0.05% | Reduce -16.9% | 910 | $115K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.1% | 906 | $115K |
| Matrix Private Capital Group LLC | 0.07% | Reduce -9.1% | 900 | $114K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 900 | $114K |
| ORG Partners LLC | 0.02% | Add +8.0% | 888 | $113K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.6% | 868 | $110K |
| Sound Income Strategies, LLC | 0.01% | Add +33.9% | 865 | $110K |
| Raffa Wealth Management, LLC | 0.02% | No change | 844 | $107K |
| PSI Advisors, LLC | 0.03% | Add +0.1% | 841 | $106K |
| Realta Investment Advisors | 0.04% | Add +11100.0% | 784 | $102K |
| Sittner & Nelson, LLC | 0.04% | No change | 800 | $101K |
| Colonial Trust Advisors | 0.01% | No change | 800 | $101K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -7.7% | 788 | $100K |
| SIMA Wealth Partners, LLC | 0.08% | No change | 775 | $98K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 773 | $98K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | No change | 772 | $98K |
| TFC Financial Management, Inc. | 0.02% | No change | 764 | $97K |
| Lee Danner & Bass Inc. | 0.01% | New | 758 | $96K |
| Deutsche Bank AG | 0.00% | Reduce -52.4% | 746 | $95K |
| WealthCollab, LLC | 0.06% | Reduce -9.8% | 743 | $94K |
| LGT Financial Advisors LLC | 0.21% | Reduce -8.8% | 734 | $93K |
| Knott David M Jr | 0.03% | No change | 695 | $88K |
| North Star Investment Management Corp. | 0.01% | Reduce -6.3% | 690 | $87K |
| SYM FINANCIAL Corp | 0.01% | No change | 676 | $86K |
| Montag & Caldwell, LLC | 0.02% | New | 675 | $86K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Reduce -20.2% | 668 | $85K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 666 | $84K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.8% | 663 | $84K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 648 | $82K |
| Hanson & Doremus Investment Management | 0.01% | No change | 628 | $80K |
| Gleason Group, Inc. | 0.01% | Add +0.2% | 626 | $79K |
| Webster Bank, N. A. | 0.01% | Reduce -0.2% | 622 | $79K |
| Archer Investment Corp | 0.02% | No change | 593 | $75K |
| Stephens Consulting, LLC | 0.02% | Add +0.2% | 576 | $73K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 572 | $73K |
| Wolff Wiese Magana LLC | 0.05% | Add +1.8% | 572 | $73K |
| Mill Capital Management, LLC | 0.01% | No change | 570 | $72K |
| Beacon Capital Management, LLC | 0.01% | Add +0.2% | 570 | $72K |
| Pflug Koory, LLC | 0.00% | No change | 560 | $71K |
| Bellwether Advisors, LLC | 0.01% | New | 553 | $70K |
| Elequin Capital, LP | 0.01% | New | 551 | $70K |
| TCTC Holdings, LLC | 0.00% | No change | 550 | $70K |
| Howe & Rusling Inc. | 0.01% | Add +14.4% | 540 | $68K |
| Bank of New Hampshire | 0.02% | No change | 512 | $65K |
| Pinney & Scofield, Inc. | 0.05% | — | 509 | $65K |
| Asset Dedication, LLC | 0.01% | No change | 503 | $64K |
| Compass Planning Associates Inc | 0.06% | — | 498 | $63K |
| Centennial Bank | 0.03% | Add +71.4% | 497 | $63K |
| Operose Advisors LLC | 0.02% | No change | 496 | $63K |
| Glassman Wealth Services | 0.01% | No change | 494 | $63K |
| CoreCap Advisors, LLC | 0.00% | Add +97.1% | 481 | $61K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 472 | $60K |
| HighMark Wealth Management LLC | 0.03% | Add +17.5% | 469 | $59K |
| AlphaMark Advisors, LLC | 0.03% | No change | 466 | $59K |
| Atwood & Palmer Inc. | 0.00% | No change | 460 | $58K |
| Mechanics Financial Corp | 0.03% | No change | 456 | $58K |
| Bernard Wealth Management Corp. | 0.03% | — | 428 | $54K |
| Kimelman & Baird, LLC | 0.00% | No change | 428 | $54K |
| Wintrust Investments LLC | 0.05% | Reduce -12.5% | 427 | $54K |
| Horizons Wealth Management | 0.04% | No change | 426 | $54K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -16.7% | 419 | $53K |
| Coston, McIsaac & Partners | 0.02% | No change | 405 | $51K |
| Wood Tarver Financial Group, LLC | 0.02% | — | 401 | $50K |
| Eagle Bay Advisors LLC | 0.03% | Add +259.6% | 392 | $50K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 420 | $49K |
| Integrity Financial Corp | 0.03% | No change | 383 | $49K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 383 | $49K |
| Northwest Bank & Trust Co | 0.03% | No change | 342 | $46K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 355 | $45K |
| Kiely Wealth Advisory Group, Inc. | 0.03% | No change | 308 | $43K |
| Concord Wealth Partners | 0.01% | Reduce -0.6% | 329 | $42K |
| Pittenger & Anderson Inc. | 0.00% | No change | 320 | $41K |
| West Branch Capital LLC | 0.01% | Add +21.1% | 315 | $40K |
| Mascoma Wealth Management LLC | 0.01% | Add +86.9% | 314 | $40K |
| Richardson Financial Services Inc. | 0.03% | No change | 304 | $39K |
| Insight Inv LLC | 0.03% | New | 298 | $38K |
| Adirondack Trust Co. | 0.01% | No change | 296 | $38K |
| Cape Investment Advisory, Inc. | 0.01% | Add +18.3% | 291 | $37K |
| Register Financial Advisors LLC | 0.02% | No change | 284 | $36K |
| Smartleaf Asset Management LLC | 0.00% | No change | 273 | $35K |
| JNBA Financial Advisors | 0.00% | Reduce -11.3% | 267 | $34K |
| Syntax Research, Inc. | 0.02% | No change | 262 | $33K |
| Anfield Capital Management, LLC | 0.01% | No change | 258 | $33K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 257 | $33K |
| Avion Wealth | 0.01% | No change | 248 | $31K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 240 | $30K |
| Talon Private Wealth, LLC | 0.01% | No change | 238 | $30K |
| Evelyn Partners Asset Management Ltd | 0.01% | — | 224 | $28K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 222 | $28K |
| PrairieView Partners, LLC | 0.00% | Add +80.0% | 225 | $28K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.5% | 213 | $27K |
| Nova Wealth Management, Inc. | 0.02% | — | 212 | $27K |
| BankPlus Trust Department | 0.01% | — | 208 | $26K |
| Ameliora Wealth Management Ltd. | 0.01% | New | 200 | $25K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $25K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $25K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 184 | $23K |
| Delta Asset Management LLC | 0.00% | No change | 180 | $23K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 178 | $23K |
| MPWM Advisory Solutions, LLC | 0.02% | — | 177 | $22K |
| Rice Partnership, LLC | 0.00% | No change | 174 | $22K |
| New Republic Capital, LLC | 0.01% | Reduce -43.1% | 169 | $21K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -19.5% | 161 | $20K |
| Riverview Trust Co | 0.02% | No change | 150 | $19K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 150 | $19K |
| HHM Wealth Advisors, LLC | 0.00% | New | 150 | $19K |
| United Community Bank | 0.01% | New | 149 | $19K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1.5% | 135 | $17K |
| Legacy Investment Solutions, LLC | 0.01% | No change | 124 | $17K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 124 | $17K |
| Crewe Advisors LLC | 0.00% | New | 133 | $17K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 130 | $17K |
| Capital A Wealth Management, LLC | 0.03% | — | 130 | $16K |
| Anchor Investment Management, LLC | 0.00% | No change | 130 | $16K |
| Park Square Financial Group, LLC | 0.01% | — | 123 | $16K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 120 | $15K |
| American National Bank & Trust | 0.00% | Reduce -38.5% | 120 | $15K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 115 | $15K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 112 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 108 | $14K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 105 | $13K |
| Ameriflex Group, Inc. | 0.01% | — | 99 | $13K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 102 | $13K |
| one8zero8, LLC | 0.00% | — | 102 | $13K |
| Windsor Advisory Group, LLC | 0.01% | No change | 102 | $13K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $13K |
| Peoples Financial Services Corp. | 0.01% | No change | 99 | $13K |
| Investors Research Corp | 0.00% | No change | 98 | $12K |
| Redwood Park Advisors LLC | 0.01% | — | 96 | $12K |
| NFSG Corp | 0.00% | New | 96 | $12K |
| Crews Bank & Trust | 0.00% | — | 94 | $12K |
| C M Bidwell & Associates Ltd. | 0.01% | New | 91 | $12K |
| Field & Main Bank | 0.00% | No change | 90 | $11K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 87 | $11K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 86 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 78 | $10K |
| Aventura Private Wealth, LLC | 0.01% | — | 75 | $10K |
| Millstone Evans Group, LLC | 0.01% | — | 71 | $9K |
| Bellevue Asset Management, LLC | 0.00% | New | 31 | $9K |
| Greenline Partners, LLC | 0.00% | New | 70 | $9K |
| Abound Wealth Management | 0.00% | No change | 69 | $9K |
| Briaud Financial Planning Inc | 0.00% | New | 68 | $8K |
| SWAN Capital LLC | 0.00% | New | 61 | $8K |
| Retirement Wealth Solutions LLC | 0.01% | — | 60 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 60 | $8K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 58 | $7K |
| New Millennium Group LLC | 0.00% | Add +100.0% | 56 | $7K |
| High Note Wealth, LLC | 0.00% | New | 52 | $7K |
| Nemes Rush Group LLC | 0.00% | No change | 51 | $6K |
| Synergy Asset Management, LLC | 0.00% | New | 55 | $6K |
| WFA Asset Management Corp | 0.00% | New | 50 | $6K |
| PMV Capital Advisers, LLC | 0.02% | — | 47 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 45 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 42 | $5K |
| Hexagon Capital Partners LLC | 0.00% | No change | 36 | $5K |
| Nvwm, LLC | 0.00% | No change | 35 | $4K |
| CNB Bank | 0.00% | Reduce -97.0% | 33 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 32 | $4K |
| Phillips Financial Management, LLC | 0.00% | Reduce -70.6% | 32 | $4K |
| MeadowBrook Investment Advisors LLC | 0.00% | No change | 30 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 30 | $4K |
| PFG Private Wealth Management, LLC | 0.00% | Reduce -50.9% | 26 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 23 | $3K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 19 | $2K |
| Tower View Wealth Management LLC | 0.00% | No change | 18 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 18 | $2K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 16 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 15 | $2K |
| Main Street Group, LTD | 0.00% | No change | 12 | $2K |
| Citadel Advisors | 0.00% | Reduce -100.0% | 12 | $2K |
| Orion Capital Management LLC | 0.00% | New | 11 | $1K |
| Westend Capital Management, LLC | 0.00% | No change | 11 | $1K |
| Horizon Investments, LLC | 0.00% | New | 11 | $1K |
| Your Advocates Ltd., LLP | 0.00% | No change | 9 | $1K |
| Lanark Financial, Inc. | 0.10% | — | 8 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 8 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $1K |
| Motco | 0.00% | No change | 6 | $761 |
"% 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.