iShares Russell Mid-Cap GrowIWPETF
13F holders, Q2 2025 (June 30)1,167holders +78
123new positions
44sold out
5famous investors
$138.55avg. 13F price*
At the end of Q2 2025, 1,167 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, up 78 from Q1 2025. 123 opened new positions and 44 sold out. The largest holders were Morgan Stanley ($2.7B), Bank of America Corp. ($918.8M) and Jones Financial Companies LLLP ($719.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell Mid-Cap Grow
- CUSIP
- 464287481
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $162.6M |
| Exits | 44 | $59.1M |
All 13F filers, Q1 2025 → Q2 2025: 4,811,056 shares bought and 7,449,308 shares sold, net −2,638,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,167 holders
| Morgan Stanley | 0.18% | Add +5.8% | 19,367,119 | $2.7B |
| Bank of America Corp. | 0.07% | Reduce -21.8% | 6,625,157 | $918.8M |
| Jones Financial Companies LLLP | 0.55% | Add +7.6% | 5,231,840 | $719.0M |
| Wells Fargo & Company | 0.16% | Add +1.5% | 5,168,799 | $716.8M |
| Tiaa Trust, National Association | 0.92% | Reduce -9.1% | 2,540,797 | $352.3M |
| Ameriprise Financial Inc. | 0.09% | Add +1.1% | 2,524,819 | $350.4M |
| Commonwealth Equity Services, LLC | 0.46% | Add +0.0% | 2,498,366 | $346.5M |
| PNC Financial Services Group, Inc. | 0.22% | Reduce -7.5% | 2,464,458 | $341.8M |
| LPL Financial LLC | 0.11% | Add +3.1% | 2,368,998 | $328.5M |
| UBS Group AG | 0.07% | Add +0.8% | 2,283,766 | $316.7M |
| Cassaday & Co Wealth Management LLC | 7.32% | Reduce -0.3% | 2,110,082 | $292.6M |
| Envestnet Asset Management Inc. | 0.08% | Add +3.2% | 1,990,778 | $276.1M |
| Commerce Bank | 1.41% | Reduce -2.9% | 1,722,755 | $238.9M |
| Envestnet Portfolio Solutions, Inc. | 0.82% | Reduce -12.5% | 1,604,455 | $222.5M |
| US Bancorp \de | 0.27% | Add +0.8% | 1,572,826 | $218.1M |
| First Citizens Bank & Trust Co. | 3.73% | Reduce -13.5% | 1,486,571 | $206.2M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +21.2% | 1,348,494 | $187.0M |
| FMR LLC | 0.01% | Reduce -0.8% | 1,168,105 | $162.0M |
| Osaic Holdings, Inc. | 0.26% | Add +8.8% | 1,059,513 | $146.8M |
| Cullen/Frost Bankers, Inc. | 1.66% | Add +15.8% | 956,036 | $132.6M |
| Raymond James Financial Inc. | 0.04% | Reduce -15.5% | 801,901 | $111.2M |
| Pacific Life Fund Advisors LLC | 11.34% | Add +0.4% | 763,166 | $105.8M |
| Financial Advisory Corp | 16.11% | Add +2.9% | 757,092 | $105.0M |
| Truist Financial Corp. | 0.14% | Reduce -46.1% | 679,533 | $94.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.5% | 669,575 | $92.9M |
| CIBC Private Wealth Group LLC | 0.16% | Reduce -7.3% | 651,452 | $90.3M |
| Royal Bank of Canada | 0.02% | Reduce -5.0% | 633,203 | $87.8M |
| Mariner, LLC | 0.13% | Add +2.3% | 632,430 | $87.7M |
| Stephens Inc. | 1.03% | Add +2.0% | 542,492 | $75.2M |
| Stephens Group Asset Management, LLC | 5.28% | Add +3.9% | 528,903 | $73.3M |
| American Family Investments, Inc. | 3.96% | Reduce -10.0% | 523,294 | $72.6M |
| Equitable Holdings, Inc. | 0.58% | Add +0.3% | 509,448 | $70.7M |
| Zions Bancorporation, National Association | 3.69% | Reduce -1.6% | 496,003 | $68.8M |
| Focus Partners Wealth | 0.13% | Reduce -1.9% | 431,338 | $59.8M |
| Rodgers & Associates, LTD | 6.42% | Add +0.2% | 421,189 | $58.4M |
| Cetera Investment Advisers | 0.10% | Reduce -0.1% | 419,450 | $58.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.1% | 407,911 | $56.6M |
| Johnson Investment Counsel Inc. | 0.50% | Reduce -3.7% | 404,889 | $56.1M |
| GLOBALT Investments LLC / GA | 2.08% | Reduce -8.5% | 392,268 | $54.4M |
| Creative Planning | 0.05% | Add +1.9% | 389,945 | $54.1M |
| Wescott Financial Advisory Group, LLC | 4.62% | Reduce -3.5% | 348,373 | $48.3M |
| Integrated Investment Consultants, LLC | 9.10% | Reduce -14.9% | 334,003 | $46.3M |
| AMG National Trust Bank | 1.20% | Add +1.1% | 329,913 | $45.8M |
| M&T Bank Corp | 0.15% | Reduce -3.0% | 318,390 | $44.2M |
| Truepoint, Inc. | 1.00% | Add +15.5% | 288,646 | $40.0M |
| Cedar Mountain Advisors, LLC | 8.15% | Reduce -0.1% | 282,810 | $39.2M |
| Comerica Bank | 0.15% | Reduce -2.7% | 274,988 | $38.1M |
| Wealthspire Advisors, LLC | 0.21% | Reduce -2.4% | 272,482 | $37.8M |
| Barclays PLC | 0.02% | Add +1580.0% | 271,820 | $37.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +40.5% | 267,134 | $37.0M |
| Orion Porfolio Solutions, LLC | 0.31% | Add +0.5% | 262,309 | $36.4M |
| BNP Paribas Financial Markets | 0.03% | Reduce -55.3% | 247,849 | $34.4M |
| HighTower Advisors, LLC | 0.04% | Add +1.3% | 240,515 | $33.4M |
| Krilogy Financial LLC | 1.91% | Add +0.6% | 239,811 | $33.3M |
| Moneta Group Investment Advisors LLC | 0.39% | Add +14.9% | 236,698 | $32.8M |
| Badgley Phelps Wealth Managers, LLC | 0.72% | Add +1.1% | 235,058 | $32.6M |
| Bank of Hawaii | 1.72% | Add +17.6% | 234,607 | $32.5M |
| RTD Financial Advisors, Inc. | 3.83% | Reduce -19.9% | 215,586 | $29.9M |
| Baird Financial Group, Inc. | 0.05% | Reduce -4.8% | 213,419 | $29.6M |
| Fifth Third Bancorp | 0.10% | Reduce -1.8% | 211,556 | $29.3M |
| Lido Advisors, LLC | 0.15% | Add +16.3% | 209,468 | $29.0M |
| Oppenheimer & Co. Inc. | 0.38% | Add +2.5% | 207,311 | $28.7M |
| Accredited Investors Inc. | 1.69% | Reduce -5.1% | 206,230 | $28.6M |
| Jacobi Capital Management LLC | 1.90% | New | 206,202 | $28.6M |
| EP Wealth Advisors, LLC | 0.18% | Reduce -37.2% | 198,690 | $27.6M |
| GenWealth Group, Inc. | 5.38% | New | 192,302 | $26.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +1.3% | 191,467 | $26.6M |
| Keybank National Association | 0.10% | Reduce -1.3% | 190,308 | $26.4M |
| MML Investors Services, LLC | 0.07% | Add +7.5% | 183,153 | $25.4M |
| SVB Wealth LLC | 1.33% | New | 179,397 | $24.9M |
| HSBC Holdings PLC | 0.02% | Reduce -1.8% | 176,897 | $24.5M |
| Bokf, NA | 0.39% | Add +6.6% | 173,998 | $24.1M |
| Hantz Financial Services, Inc. | 0.38% | Reduce -1.0% | 168,860 | $23.4M |
| AE Wealth Management LLC | 0.17% | Reduce -7.8% | 165,701 | $23.0M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -2.6% | 160,241 | $22.2M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 157,571 | $21.9M |
| Corient Private Wealth LP | 0.03% | Reduce -50.5% | 157,374 | $21.8M |
| Natixis Advisors, LLC | 0.03% | Reduce -31.8% | 156,999 | $21.8M |
| Bank of Montreal | 0.01% | Add +4.3% | 156,769 | $21.7M |
| Waverly Advisors, LLC | 0.24% | Add +6.7% | 155,749 | $21.6M |
| One Capital Management, LLC | 0.75% | Reduce -52.1% | 155,540 | $21.6M |
| Captrust Financial Advisors | 0.05% | Add +1.9% | 153,410 | $21.3M |
| Congress Asset Management Co. | 0.14% | Reduce -68.4% | 151,473 | $21.0M |
| Bishop & Co Investment Management, LLC | 7.16% | Reduce -0.8% | 143,605 | $19.9M |
| Mesirow Financial Investment Management, Inc. | 0.38% | Reduce -48.6% | 141,784 | $19.7M |
| Systelligence, LLC | 3.59% | Reduce -16.5% | 140,062 | $19.4M |
| Stifel Financial Corp. | 0.02% | Add +1.6% | 138,339 | $19.2M |
| LBJ Family Wealth Advisors, Ltd. | 10.98% | Add +0.2% | 136,164 | $18.9M |
| Kestra Private Wealth Services, LLC | 0.27% | Add +2.4% | 135,531 | $18.8M |
| Financial Partners Group, Inc | 2.60% | Add +6.1% | 135,414 | $18.8M |
| Synovus Financial Corp. | 0.23% | Reduce -1.6% | 134,293 | $18.6M |
| Private Advisor Group, LLC | 0.10% | Add +1.3% | 133,980 | $18.6M |
| MAI Capital Management | 0.13% | Add +8.7% | 133,791 | $18.6M |
| FSA Wealth Management LLC | 7.10% | Reduce -2.3% | 131,203 | $18.2M |
| Midwest Trust Co | 0.25% | — | 129,155 | $17.9M |
| Whitaker-Myers Wealth Managers, LTD. | 4.50% | Add +10.2% | 128,703 | $17.8M |
| Avantax Planning Partners, Inc. | 0.54% | Reduce -14.7% | 123,567 | $17.1M |
| Kestra Advisory Services, LLC | 0.08% | Add +2.7% | 123,512 | $17.1M |
| Bank of New York Mellon Corp | 0.00% | Add +11.8% | 123,348 | $17.1M |
| Mechanics Bank Trust Department | 2.42% | Add +16.6% | 121,667 | $16.9M |
| Pinnacle Financial Partners Inc | 0.35% | Add +2.6% | 121,481 | $16.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.36% | Reduce -1.2% | 121,192 | $16.8M |
| Falcon Wealth Planning | 1.68% | Reduce -8.2% | 119,818 | $16.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.9% | 118,392 | $16.6M |
| JMG Financial Group, Ltd. | 0.50% | Reduce -0.4% | 119,265 | $16.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +22.6% | 116,038 | $16.1M |
| Stonebridge Financial Group, LLC | 1.52% | Add +23.6% | 112,780 | $15.6M |
| HUB Investment Partners, LLC | 0.54% | Add +0.0% | 110,630 | $15.3M |
| Curi Capital, LLC | 0.29% | Reduce -1.6% | 110,183 | $15.3M |
| Bartlett & Co. Wealth Management LLC | 0.21% | Reduce -1.1% | 110,121 | $15.3M |
| Pathstone Holdings, LLC | 0.06% | Add +65.0% | 154,690 | $14.8M |
| CHURCHILL MANAGEMENT Corp | 0.16% | Reduce -1.8% | 105,151 | $14.6M |
| Wellington Management Group LLP | 0.00% | Reduce -69.8% | 103,956 | $14.4M |
| Connecticut Wealth Management, LLC | 0.67% | Reduce -1.4% | 100,797 | $14.0M |
| United Capital Management of KS, Inc. | 2.19% | Add +0.9% | 100,637 | $14.0M |
| CW Advisors, LLC | 0.14% | Add +80.3% | 100,550 | $13.9M |
| Strategic Equity Management | 5.10% | New | 99,982 | $13.9M |
| Future Fund LLC | 6.13% | New | 99,049 | $13.7M |
| LMG Wealth Partners, LLC | 2.80% | Reduce -1.1% | 98,403 | $13.6M |
| Farmers & Merchants Investments Inc. | 0.38% | Reduce -0.8% | 93,028 | $12.9M |
| NorthRock Partners, LLC | 0.34% | Add +3.4% | 92,991 | $12.9M |
| Sanctuary Advisors, LLC | 0.08% | Add +16.4% | 92,530 | $12.8M |
| Sterling Capital Management LLC | 0.18% | Add +1.9% | 91,440 | $12.7M |
| NewEdge Advisors, LLC | 0.07% | Add +43.2% | 90,850 | $12.6M |
| Occidental Asset Management, LLC | 1.73% | Reduce -1.4% | 90,526 | $12.6M |
| Mill Creek Capital Advisors, LLC | 0.28% | Add +0.0% | 90,083 | $12.5M |
| Avantax Advisory Services, Inc. | 0.07% | Add +2.8% | 89,685 | $12.4M |
| UMB Bank, n.a. | 0.19% | Reduce -8.8% | 89,683 | $12.4M |
| NorthCoast Asset Management LLC | 0.05% | Add +0.2% | 86,439 | $12.0M |
| First Citizens Asset Management, Inc. | 4.23% | Reduce -3.5% | 86,085 | $11.9M |
| Cwm, LLC | 0.04% | Reduce -4.6% | 85,930 | $11.9M |
| Southern Capital Advisors, LLC | 6.09% | Add +1.7% | 85,832 | $11.9M |
| Canandaigua National Bank & Trust Co. | 1.08% | Add +4.4% | 83,895 | $11.6M |
| VestGen Advisors, LLC | 0.46% | Reduce -2.8% | 83,356 | $11.6M |
| Heck Capital Advisors, LLC | 0.99% | Reduce -37.4% | 82,599 | $11.5M |
| XML Financial, LLC | 0.98% | Add +2.5% | 81,757 | $11.3M |
| Argent Trust Co | 0.41% | Add +0.3% | 79,214 | $11.0M |
| Whitegate Investment Counselors, Inc. | 3.70% | Reduce -0.1% | 78,539 | $10.9M |
| Susquehanna International Group, LLP | 0.02% | Add +74.4% | 77,056 | $10.7M |
| Legacy Edge Advisors, LLC | 1.42% | Reduce -50.4% | 76,497 | $10.6M |
| Voya Investment Management LLC | 0.01% | Add +10.8% | 76,267 | $10.6M |
| First Foundation Advisors | 0.39% | Add +22.2% | 75,063 | $10.4M |
| WestHill Financial Advisors, Inc. | 2.19% | Add +0.1% | 74,334 | $10.3M |
| IFP Advisors, Inc | 0.28% | Add +3.0% | 71,252 | $9.9M |
| Assetmark, Inc. | 0.02% | Add +19.5% | 70,829 | $9.8M |
| Petra Financial Advisors Inc. | 6.21% | Add +24.9% | 70,570 | $9.8M |
| J.W. Cole Advisors, Inc. | 0.20% | Add +4.6% | 68,799 | $9.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.8% | 68,583 | $9.5M |
| First Merchants Corp. | 0.36% | Reduce -1.4% | 67,553 | $9.4M |
| Sequent Asset Management, LLC | 7.44% | Reduce -0.2% | 67,200 | $9.3M |
| Sterling Manor Financial, LLC | 6.08% | Reduce -7.0% | 65,754 | $9.1M |
| Private Wealth Asset Management, LLC | 1.18% | Reduce -1.0% | 64,193 | $8.9M |
| Phoenix Financial Ltd. | 0.12% | Add +6.2% | 64,128 | $8.9M |
| KMG Fiduciary Partners, LLC | 0.65% | Add +3.7% | 63,600 | $8.8M |
| &partners | 0.07% | Add +53.3% | 63,211 | $8.8M |
| Stock Yards Bank & Trust Co. | 0.29% | No change | 61,653 | $8.6M |
| Crescent Grove Advisors, LLC | 0.83% | Add +0.0% | 61,386 | $8.5M |
| Piedmont Capital Management, LLC | 4.90% | Reduce -1.6% | 61,082 | $8.5M |
| Gladstone Institutional Advisory LLC | 0.34% | Reduce -5.2% | 59,712 | $8.3M |
| GHP Investment Advisors, Inc. | 0.36% | Reduce -0.8% | 59,369 | $8.2M |
| Condor Capital Management | 0.71% | Add +0.2% | 59,215 | $8.2M |
| Cerity Partners LLC | 0.01% | Reduce -0.8% | 58,775 | $8.2M |
| Sowell Financial Services LLC | 0.33% | Reduce -13.1% | 58,663 | $8.1M |
| Stevens Capital Partners | 2.87% | Add +14.8% | 56,651 | $8.0M |
| Clear Harbor Asset Management, LLC | 0.59% | Add +2.5% | 56,872 | $7.9M |
| Freestone Capital Holdings, LLC | 0.26% | Reduce -1.1% | 55,091 | $7.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -10.3% | 54,993 | $7.6M |
| Powell Investment Advisors, LLC | 2.81% | Add +3.5% | 54,074 | $7.5M |
| Corundum Group, Inc. | 3.31% | No change | 54,033 | $7.5M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +2.0% | 54,006 | $7.5M |
| Prosperity Consulting Group, LLC | 0.55% | Add +3.2% | 53,884 | $7.5M |
| Clearstead Advisors, LLC | 0.10% | Reduce -1.5% | 53,256 | $7.4M |
| Nuveen, LLC | 0.00% | Reduce -71.5% | 53,248 | $7.4M |
| Modera Wealth Management, LLC | 0.09% | Reduce -0.1% | 52,880 | $7.3M |
| Monument Capital Management | 1.88% | Add +0.6% | 51,991 | $7.2M |
| Moneywise, Inc. | 3.38% | New | 51,908 | $7.2M |
| Tocqueville Asset Management L.P. | 0.11% | Reduce -1.3% | 51,360 | $7.1M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +17.2% | 50,186 | $7.0M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -3.0% | 49,956 | $6.9M |
| First Horizon Advisors, Inc. | 0.18% | Reduce -6.5% | 48,721 | $6.8M |
| Conning Inc. | 0.24% | Reduce -24.0% | 48,426 | $6.7M |
| Vance Wealth, LLC | 2.24% | Reduce -14.4% | 47,881 | $6.6M |
| Mainsail Financial Group, LLC | 3.09% | Reduce -4.4% | 48,175 | $6.6M |
| Blair William & Co. | 0.02% | Reduce -4.5% | 47,784 | $6.6M |
| Bessemer Group Inc. | 0.01% | Add +0.8% | 47,723 | $6.6M |
| Forte Capital LLC | 0.70% | Add +5.5% | 47,265 | $6.6M |
| McAdam, LLC | 0.35% | Add +5.2% | 46,401 | $6.4M |
| Fifth Third Securities, Inc. | 0.46% | Reduce -1.1% | 44,422 | $6.2M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +1.1% | 43,491 | $6.0M |
| Old National Bancorp | 0.11% | Reduce -1.0% | 43,056 | $6.0M |
| TAGStone Capital, Inc. | 2.46% | Add +2.0% | 43,070 | $6.0M |
| Lee Financial Co | 0.86% | Reduce -2.5% | 43,037 | $6.0M |
| Hilltop National Bank | 1.55% | — | 42,896 | $5.9M |
| Citigroup Inc. | 0.00% | Add +13.8% | 42,069 | $5.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.99% | Reduce -7.5% | 41,319 | $5.7M |
| CreativeOne Wealth, LLC | 0.15% | Reduce -4.4% | 40,538 | $5.6M |
| Investment Partners, LTD. | 2.12% | Add +6.2% | 40,415 | $5.6M |
| Park Avenue Securities LLC | 0.05% | Reduce -11.1% | 40,291 | $5.6M |
| rebel Financial LLC | 2.53% | — | 39,940 | $5.5M |
| Simplicity Wealth,LLC | 0.23% | Add +91.3% | 39,718 | $5.5M |
| Councilor Wealth, LLC | 2.57% | Reduce -3.9% | 39,635 | $5.5M |
| FineMark National Bank & Trust | 0.18% | Reduce -4.3% | 38,709 | $5.4M |
| Regions Financial Corp. | 0.04% | Add +33.8% | 38,137 | $5.3M |
| Brady Martz Wealth Solutions, LLC | 1.02% | Reduce -5.3% | 38,125 | $5.3M |
| Brown Advisory Inc. | 0.01% | Add +12.0% | 38,123 | $5.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -24.0% | 37,992 | $5.3M |
| Saiph Capital, LLC | 2.03% | Add +7.5% | 37,648 | $5.2M |
| Meridian Wealth Management, LLC | 0.22% | Add +12.9% | 37,345 | $5.2M |
| Acima Private Wealth, LLC | 1.76% | No change | 37,139 | $5.2M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -0.1% | 36,893 | $5.1M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -0.4% | 36,826 | $5.1M |
| TD Private Client Wealth LLC | 0.13% | Reduce -13.2% | 36,742 | $5.1M |
| Beacon Bank & Trust | 1.15% | Reduce -3.2% | 36,265 | $5.0M |
| Harbour Investments, Inc. | 0.13% | Add +3.6% | 36,096 | $5.0M |
| Johnson Financial Group, Inc. | 0.22% | Add +7.9% | 35,788 | $5.0M |
| Fidelis Capital Partners, LLC | 0.45% | Add +1.0% | 35,071 | $4.9M |
| Burns Matteson Capital Management, LLC | 2.36% | Reduce -19.3% | 35,206 | $4.9M |
| Savant Capital, LLC | 0.03% | Reduce -1.3% | 35,029 | $4.9M |
| Sigma Planning Corp | 0.15% | Add +1.7% | 34,878 | $4.8M |
| Harbor Investment Advisory, LLC | 0.42% | Add +86.2% | 34,362 | $4.8M |
| Weinberger Asset Management, Inc | 1.81% | Add +2.2% | 33,752 | $4.7M |
| Atlas Brown,Inc. | 1.50% | Reduce -0.1% | 33,708 | $4.7M |
| Courier Capital LLC | 0.28% | Reduce -0.6% | 33,660 | $4.7M |
| Arcadia Wealth Management, LLC | 2.01% | Reduce -1.8% | 33,085 | $4.6M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Reduce -32.7% | 32,933 | $4.6M |
| SOA Wealth Advisors, LLC. | 0.83% | Add +2234.8% | 32,874 | $4.6M |
| Cresset Asset Management, LLC | 0.02% | Reduce -25.3% | 32,657 | $4.5M |
| IMS Capital Management | 2.11% | Reduce -0.4% | 32,582 | $4.5M |
| TradeLink Capital LLC | 15.91% | New | 32,400 | $4.5M |
| LWM Advisors Inc. | 5.01% | Reduce -0.2% | 32,272 | $4.5M |
| McKinley Carter Wealth Services, Inc. | 0.25% | Reduce -2.6% | 32,231 | $4.5M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 32,086 | $4.5M |
| HMS Capital Management, LLC | 1.99% | Reduce -25.2% | 31,757 | $4.4M |
| Tudor Investment Corporation | 0.03% | Add +237.4% | 31,526 | $4.4M |
| Widmann Financial Services, Inc. | 3.01% | Add +4.2% | 31,148 | $4.3M |
| Eukles Asset Management | 1.75% | Reduce -0.9% | 30,790 | $4.3M |
| Vision Capital Management, Inc. | 0.56% | No change | 30,767 | $4.3M |
| Hofer & Associates. Inc | 2.61% | Add +1.1% | 30,185 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +33.5% | 29,801 | $4.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +6.7% | 29,727 | $4.1M |
| MV Capital Management, Inc. | 0.42% | Reduce -1.6% | 29,541 | $4.1M |
| Prospera Financial Services Inc | 0.08% | Reduce -2.3% | 29,371 | $4.1M |
| HM Payson & Co. | 0.06% | Reduce -4.5% | 28,776 | $4.0M |
| Mathes Company, Inc. | 1.48% | No change | 28,603 | $4.0M |
| Legacies Wealth LLC | 2.61% | Reduce -0.5% | 28,369 | $3.9M |
| Transcendent Capital Group LLC | 2.02% | New | 28,303 | $3.9M |
| ARK & TLK Investments, LLC | 1.25% | No change | 28,196 | $3.9M |
| USAdvisors Wealth Management, LLC | 1.45% | Add +4.4% | 28,190 | $3.9M |
| Country Club Bank | 0.25% | No change | 28,421 | $3.9M |
| JPL Wealth Management, LLC | 1.04% | Add +2.5% | 27,900 | $3.9M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Reduce -1.3% | 27,493 | $3.8M |
| Howard Bailey Securities, LLC | 1.17% | Reduce -7.5% | 27,360 | $3.8M |
| BlackRock, Inc. | 0.00% | Add +0.1% | 27,191 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -39.5% | 26,916 | $3.7M |
| Certified Advisory Corp | 0.39% | Add +16.4% | 26,887 | $3.7M |
| Focus Financial Network, Inc. | 0.15% | Add +120.6% | 26,866 | $3.7M |
| Advisors Capital Management, LLC | 0.05% | Add +87.4% | 26,357 | $3.7M |
| Tolleson Wealth Management, Inc. | 0.62% | Reduce -2.5% | 26,171 | $3.6M |
| Wesbanco Bank Inc. | 0.11% | Reduce -3.2% | 26,123 | $3.6M |
| Vanguard Group Inc. | 0.00% | Reduce -14.5% | 26,044 | $3.6M |
| Element Wealth, LLC | 1.64% | Reduce -5.1% | 25,645 | $3.6M |
| Choreo, LLC | 0.05% | Reduce -15.1% | 25,608 | $3.6M |
| Avior Wealth Management, LLC | 0.12% | Reduce -1.3% | 25,552 | $3.5M |
| Eagle Strategies LLC | 0.54% | Reduce -4.0% | 25,440 | $3.5M |
| United Capital Financial Advisors, LLC | 0.03% | Add +21.6% | 25,208 | $3.5M |
| Becker Capital Management Inc. | 0.11% | No change | 25,200 | $3.5M |
| Processus Wealth & Capital Management, LLC | 2.76% | Reduce -0.9% | 25,169 | $3.5M |
| LifeWealth Investments, LLC | 1.27% | Add +12.1% | 25,138 | $3.5M |
| Summit Financial, LLC | 0.08% | Add +31.8% | 24,691 | $3.4M |
| Aspiriant, LLC | 0.11% | Add +100.3% | 24,666 | $3.4M |
| IHT Wealth Management, LLC | 0.09% | Add +87.9% | 23,867 | $3.3M |
| Glenview Trust Co | 0.06% | Reduce -0.1% | 23,819 | $3.3M |
| Essex Financial Services, Inc. | 0.22% | Add +6.6% | 23,706 | $3.3M |
| Summit Wealth Group LLC / Co. | 0.82% | — | 23,614 | $3.3M |
| Intergy Private Wealth, LLC | 1.12% | Add +0.8% | 23,606 | $3.3M |
| First National Trust Co | 0.12% | Add +24.3% | 23,563 | $3.3M |
| Intrepid Financial Planning Group LLC | 1.36% | Reduce -0.5% | 23,410 | $3.2M |
| MSH Capital Advisors LLC | 0.93% | Reduce -6.9% | 23,314 | $3.2M |
| Glenmede Investment Management, LP | 0.02% | — | 23,248 | $3.2M |
| Beam Wealth Advisors, Inc. | 0.94% | Add +4.1% | 22,842 | $3.2M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -3.2% | 22,748 | $3.2M |
| Midwest Professional Planners, LTD. | 0.83% | Add +7.0% | 22,736 | $3.2M |
| Bleakley Financial Group, LLC | 0.08% | Add +15.7% | 22,671 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.25% | Add +20.7% | 22,500 | $3.1M |
| Quantinno Capital Management LP | 0.01% | Add +580.1% | 22,472 | $3.1M |
| Thoroughbred Financial Services, LLC | 0.22% | Add +0.9% | 22,267 | $3.1M |
| Arkadios Wealth Advisors | 0.09% | Reduce -2.6% | 22,092 | $3.1M |
| Mutual Advisors, LLC | 0.08% | Reduce -18.7% | 21,371 | $3.0M |
| Wealth Management Nebraska | 0.41% | Add +8.3% | 21,964 | $3.0M |
| Lowery Thomas, LLC | 1.93% | Reduce -3.8% | 21,759 | $3.0M |
| Citadel Advisors | 0.00% | Reduce -73.4% | 21,460 | $3.0M |
| Ballew Advisors, Inc | 1.76% | Add +1.9% | 21,234 | $3.0M |
| Ellerson Group Inc. | 2.09% | Reduce -11.9% | 21,406 | $3.0M |
| Rathbones Group PLC | 0.01% | Reduce -7.9% | 21,090 | $2.9M |
| Capital Investment Counsel, LLC | 0.45% | Reduce -3.9% | 21,088 | $2.9M |
| Advisory Services Network, LLC | 0.05% | Add +10.3% | 20,538 | $2.9M |
| Prosperity Wealth Management, Inc. | 1.08% | New | 20,920 | $2.9M |
| Equitable Trust Co. | 0.14% | Add +40.9% | 20,764 | $2.9M |
| Biondo Investment Advisors, LLC | 0.37% | Add +1.8% | 20,392 | $2.8M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -0.6% | 20,165 | $2.8M |
| Wealthedge Investment Advisors, LLC | 1.17% | Reduce -2.1% | 20,139 | $2.8M |
| Q3 Asset Management | 0.97% | New | 19,872 | $2.8M |
| MCF Advisors LLC | 0.18% | Reduce -0.0% | 19,696 | $2.7M |
| Broadleaf Partners, LLC | 0.60% | Add +4.6% | 19,522 | $2.7M |
| Atlantic Union Bankshares Corp | 0.06% | Add +212.5% | 19,361 | $2.7M |
| Nwam LLC | 0.16% | Add +55.5% | 19,194 | $2.7M |
| Paragon Financial Partners, Inc. | 1.79% | Add +5.6% | 18,890 | $2.6M |
| Naviter Wealth, LLC | 0.32% | No change | 18,819 | $2.6M |
| American Trust | 0.24% | Add +120.1% | 18,690 | $2.6M |
| Ascentis Independent Advisors | 0.48% | Add +89.3% | 18,512 | $2.6M |
| Total Clarity Wealth Management, Inc. | 0.72% | Reduce -27.2% | 18,204 | $2.5M |
| Sierra Capital LLC | 0.29% | Reduce -2.4% | 18,140 | $2.5M |
| Brighton Jones LLC | 0.07% | Add +2.0% | 18,061 | $2.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -31.4% | 18,050 | $2.5M |
| Corsair Capital Management, L.P. | 0.48% | Add +12.5% | 18,000 | $2.5M |
| Geneos Wealth Management Inc. | 0.06% | Add +9.2% | 17,818 | $2.5M |
| Nadler Financial Group, Inc. | 0.25% | Add +4.5% | 17,790 | $2.5M |
| New Age Alpha Advisors, LLC | 0.11% | Add +134.7% | 17,758 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Add +12.8% | 17,547 | $2.4M |
| Amarillo National Bank | 0.45% | No change | 17,370 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +45.3% | 17,098 | $2.4M |
| Private Trust Co. NA | 0.22% | Add +40.1% | 16,902 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.3% | 16,896 | $2.3M |
| Insight 2811, Inc. | 1.10% | Add +0.7% | 16,783 | $2.3M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -14.4% | 16,700 | $2.3M |
| Shakespeare Wealth Management, LLC | 0.62% | Add +11.1% | 16,659 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +680.4% | 16,622 | $2.3M |
| Silvercrest Asset Management Group LLC | 0.02% | No change | 16,516 | $2.3M |
| Auour Investments LLC | 0.78% | Reduce -14.2% | 16,434 | $2.3M |
| Pointe Capital Management LLC | 1.18% | Add +9.9% | 16,392 | $2.3M |
| Horst & Graben Wealth Management LLC | 0.37% | Reduce -0.7% | 16,319 | $2.3M |
| Builder Investment Group Inc. | 0.56% | Reduce -1.5% | 16,226 | $2.3M |
| Post Resch Tallon Group Inc. | 2.18% | Add +0.0% | 16,210 | $2.2M |
| Castleark Management LLC | 0.07% | No change | 16,000 | $2.2M |
| Global Retirement Partners, LLC | 0.05% | — | 15,976 | $2.2M |
| Commonwealth Financial Services, LLC | 0.43% | Add +3.7% | 15,923 | $2.2M |
| Cooper Financial Group | 0.26% | Reduce -7.7% | 15,922 | $2.2M |
| Kanawha Capital Management LLC | 0.16% | No change | 15,824 | $2.2M |
| Global Strategic Investment Solutions, LLC | 0.23% | Reduce -0.2% | 15,646 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -2.6% | 15,576 | $2.2M |
| Dominguez Wealth Management Solutions, Inc. | 1.49% | Add +6.4% | 15,524 | $2.2M |
| Dentgroup LLC | 1.49% | Reduce -6.3% | 15,478 | $2.1M |
| Innealta Capital, LLC | 1.13% | New | 15,441 | $2.1M |
| Flow Traders U.S. LLC | 0.08% | New | 15,361 | $2.1M |
| First National Bank Sioux Falls | 0.78% | No change | 15,290 | $2.1M |
| MWA Asset Management | 1.30% | Reduce -4.1% | 15,273 | $2.1M |
| Valeo Financial Advisors, LLC | 0.05% | Add +1.8% | 14,861 | $2.1M |
| Graypoint LLC | 0.12% | No change | 14,806 | $2.1M |
| Cordatus Wealth Management LLC | 0.50% | Add +0.1% | 14,765 | $2.0M |
| Allegheny Financial Group | 0.45% | Add +1.2% | 14,748 | $2.0M |
| Independent Financial Group, LLC | 0.06% | Add +6.0% | 14,739 | $2.0M |
| Bradley Foster & Sargent Inc. | 0.03% | Add +30.1% | 14,627 | $2.0M |
| Rehmann Capital Advisory Group | 0.12% | Add +2.5% | 14,504 | $2.0M |
| Claro Advisors Inc. | 0.33% | Reduce -11.4% | 14,355 | $2.0M |
| IFC Advisors LLC | 0.37% | No change | 14,308 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Reduce -9.1% | 14,191 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +94.9% | 14,098 | $2.0M |
| Western Wealth Management, LLC | 0.12% | Add +0.0% | 14,003 | $1.9M |
| Northeast Planning Associates, Inc. / NH / | 1.78% | Add +3.4% | 13,930 | $1.9M |
| Trust Point Inc. | 0.18% | No change | 13,889 | $1.9M |
| 1ST Source Bank | 0.10% | Add +3.1% | 13,662 | $1.9M |
| Strategic Advocates LLC | 0.56% | Reduce -0.7% | 13,654 | $1.9M |
| Ieq Capital, LLC | 0.01% | Reduce -15.2% | 13,635 | $1.9M |
| Cary Street Partners Financial LLC | 0.05% | Add +66.6% | 13,629 | $1.9M |
| Procyon Advisors, LLC | 0.18% | Add +11.2% | 13,530 | $1.9M |
| Kingdom Financial Group LLC. | 1.64% | Reduce -48.3% | 13,525 | $1.9M |
| Tradition Wealth Management, LLC | 0.15% | No change | 13,498 | $1.9M |
| Composition Wealth, LLC | 0.03% | Add +37.3% | 13,450 | $1.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -34.3% | 13,416 | $1.9M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 13,400 | $1.9M |
| First National Bank of Omaha | 0.12% | No change | 13,286 | $1.8M |
| Nvest Financial, LLC | 0.95% | Reduce -26.7% | 13,125 | $1.8M |
| BTC Capital Management, Inc. | 0.15% | No change | 12,946 | $1.8M |
| Cordgrass Capital Advisors, LLC | 0.48% | No change | 12,910 | $1.8M |
| Ritter Daniher Financial Advisory LLC / DE | 0.44% | Reduce -4.3% | 12,850 | $1.8M |
| Secure Asset Management, LLC | 0.33% | New | 12,828 | $1.8M |
| Clarion Wealth Managment Partners, LLC | 1.94% | — | 12,799 | $1.8M |
| Highland Capital Management, LLC | 0.10% | No change | 12,672 | $1.8M |
| Chicago Partners Investment Group LLC | 0.05% | Add +0.1% | 12,387 | $1.8M |
| Financial Freedom, LLC | 0.94% | Add +0.1% | 12,531 | $1.7M |
| Perennial Investment Advisors, LLC | 0.17% | Reduce -1.8% | 12,473 | $1.7M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +0.1% | 12,458 | $1.7M |
| Sage Financial Group Inc. | 0.13% | Reduce -22.1% | 12,420 | $1.7M |
| StoneX Group Inc. | 0.08% | Add +5.1% | 12,270 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.07% | Reduce -0.5% | 12,184 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -6.5% | 12,177 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Add +2.4% | 12,010 | $1.7M |
| Golden State Wealth Management, LLC | 0.20% | Reduce -0.5% | 11,938 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -13.6% | 11,911 | $1.7M |
| Geneva Capital Management LLC | 0.03% | Reduce -38.7% | 11,873 | $1.6M |
| Evergreen Capital Management LLC | 0.05% | Add +13.9% | 11,857 | $1.6M |
| Lifelong Wealth Advisors, Inc. | 0.55% | Reduce -8.2% | 11,851 | $1.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.51% | Add +104.9% | 11,788 | $1.6M |
| Tsfg, LLC | 0.30% | No change | 11,788 | $1.6M |
| Stonebridge Capital Advisors LLC | 0.12% | Reduce -15.1% | 11,782 | $1.6M |
| Thomasville National Bank | 0.11% | Reduce -8.9% | 11,755 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -50.2% | 11,723 | $1.6M |
| Consolidated Investment Group LLC | 0.22% | No change | 11,700 | $1.6M |
| Venture Visionary Partners LLC | 0.06% | Reduce -0.8% | 11,654 | $1.6M |
| Fiduciary Trust Co | 0.02% | Add +14.4% | 11,608 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +24.8% | 11,583 | $1.6M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -3.7% | 11,571 | $1.6M |
| Spire Wealth Management | 0.06% | Reduce -4.3% | 11,512 | $1.6M |
| Washington Trust Bank | 0.13% | Reduce -4.7% | 11,456 | $1.6M |
| Luts & Greenleigh Group, Inc. | 1.52% | Add +2.8% | 11,395 | $1.6M |
| Sax Wealth Advisors, LLC | 0.10% | Add +2.9% | 11,382 | $1.6M |
| Lion Street Advisors, LLC | 0.48% | Reduce -3.9% | 11,373 | $1.6M |
| Clearstead Trust, LLC | 0.30% | Add +0.1% | 11,329 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.9% | 11,140 | $1.5M |
| B.O.S.S. Retirement Advisors, LLC | 0.39% | Reduce -9.8% | 11,106 | $1.5M |
| Willner & Heller, LLC | 1.30% | Reduce -6.5% | 11,095 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +13.9% | 11,036 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.59% | Reduce -4.4% | 10,985 | $1.5M |
| Taylor & Morgan Wealth Management, LLC | 1.02% | Reduce -0.9% | 10,857 | $1.5M |
| One Day In July LLC | 0.13% | No change | 10,657 | $1.5M |
| Ancora Advisors LLC | 0.03% | Add +1.5% | 10,635 | $1.5M |
| Belpointe Asset Management LLC | 0.06% | Add +0.8% | 10,613 | $1.5M |
| National Philanthropic Trust | 0.02% | No change | 10,431 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +3.6% | 10,387 | $1.4M |
| Arax Advisory Partners | 0.07% | Reduce -95.3% | 8,126 | $1.4M |
| Whittier Trust Co. | 0.02% | No change | 10,329 | $1.4M |
| FAS Wealth Partners, Inc. | 0.11% | Reduce -1.1% | 10,315 | $1.4M |
| Cadence Bank | 0.09% | Reduce -0.4% | 10,282 | $1.4M |
| James J. Burns & Company, LLC | 0.23% | Reduce -0.3% | 10,270 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +3.9% | 10,251 | $1.4M |
| Choate Investment Advisors | 0.03% | Add +30.7% | 10,143 | $1.4M |
| Eldridge Investment Advisors, Inc. | 0.29% | No change | 10,048 | $1.4M |
| Burke & Herbert Bank & Trust Co. | 0.31% | Reduce -18.6% | 10,047 | $1.4M |
| Cranbrook Wealth Management, LLC | 0.30% | Reduce -1.1% | 10,035 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Reduce -0.8% | 10,014 | $1.4M |
| Key Financial Inc | 0.28% | Add +0.4% | 9,985 | $1.4M |
| Dynamic Financial Group | 1.33% | Add +32.5% | 9,944 | $1.4M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +24.3% | 9,936 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Reduce -0.8% | 9,874 | $1.4M |
| AlTi Global, Inc. | 0.03% | Reduce -7.7% | 9,808 | $1.4M |
| Rovin Capital /Ut/ | 0.41% | Add +0.2% | 9,804 | $1.4M |
| Smith Salley Wealth Management | 0.08% | Reduce -0.5% | 9,769 | $1.4M |
| Proactive Wealth Strategies LLC | 0.64% | Reduce -0.7% | 9,714 | $1.3M |
| Renaissance Technologies | 0.00% | New | 9,700 | $1.3M |
| Friday Financial | 0.68% | No change | 9,622 | $1.3M |
| Duncan Williams Asset Management, LLC | 0.42% | No change | 9,593 | $1.3M |
| True Link Financial Advisors, LLC | 0.09% | No change | 9,517 | $1.3M |
| Olistico Wealth, LLC | 0.73% | Reduce -57.5% | 9,437 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.17% | No change | 9,378 | $1.3M |
| Capital Squared Financial LLC | 1.51% | — | 9,358 | $1.3M |
| Betterment LLC | 0.00% | Add +26.9% | 9,311 | $1.3M |
| Virtue Capital Management, LLC | 0.24% | Reduce -24.1% | 9,276 | $1.3M |
| BHK Investment Advisors, LLC | 0.50% | Add +2.2% | 9,255 | $1.3M |
| Reynders McVeigh Capital Management, LLC | 0.06% | No change | 9,250 | $1.3M |
| Roberts Financial Services LLC | 0.44% | Add +0.5% | 9,246 | $1.3M |
| Next Capital Management LLC | 0.47% | Add +16.2% | 9,230 | $1.3M |
| Orin Green Financial, LLC | 0.53% | Reduce -0.8% | 9,104 | $1.3M |
| Strata Wealth Advisors, LLC | 0.35% | No change | 9,033 | $1.3M |
| PACK Private Wealth, LLC | 0.66% | No change | 9,031 | $1.3M |
| Evoke Wealth, LLC | 0.03% | Add +87.4% | 9,011 | $1.2M |
| Keel Point, LLC | 0.08% | Reduce -9.6% | 8,934 | $1.2M |
| Holland Advisory Services, Inc. | 1.81% | Reduce -0.8% | 8,915 | $1.2M |
| Wealth Management Partners, LLC | 0.44% | Reduce -0.4% | 8,861 | $1.2M |
| Founders Financial Securities LLC | 0.09% | Add +81.0% | 8,677 | $1.2M |
| Brickley Wealth Management | 0.23% | Reduce -1.6% | 8,592 | $1.2M |
| Moneco Advisors, LLC | 0.11% | Reduce -3.9% | 8,562 | $1.2M |
| Lanark Financial, Inc. | 0.10% | Reduce -4.3% | 8,556 | $1.2M |
| Arcadia Investment Management Corp. | 0.19% | Add +0.9% | 8,425 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +5.6% | 8,254 | $1.1M |
| Transcend Capital Advisors, LLC | 0.09% | Add +4.8% | 8,229 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +10.1% | 8,154 | $1.1M |
| GFS Advisors, LLC | 0.15% | No change | 8,000 | $1.1M |
| Kintra Wealth, LLC | 0.67% | New | 7,995 | $1.1M |
| Aft, Forsyth & Company, Inc. | 0.57% | Add +0.0% | 7,995 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -65.5% | 7,869 | $1.1M |
| AMJ Financial Wealth Management | 0.28% | Reduce -6.5% | 7,864 | $1.1M |
| Callan Family Office, LLC | 0.03% | Reduce -2.8% | 7,857 | $1.1M |
| Renasant Bank | 0.73% | Reduce -4.7% | 7,847 | $1.1M |
| Rebalance, LLC | 0.07% | Add +0.1% | 7,825 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -0.0% | 7,822 | $1.1M |
| LMCG Investments, LLC | 0.07% | Reduce -0.1% | 7,773 | $1.1M |
| Oarsman Capital, Inc. | 0.17% | No change | 7,741 | $1.1M |
| WealthPlan Investment Management, LLC | 0.08% | Add +1.3% | 7,696 | $1.1M |
| Capital Square, LLC | 0.57% | Add +0.4% | 7,716 | $1.1M |
| Alpine Bank Wealth Management | 0.16% | No change | 7,640 | $1.1M |
| Signaturefd, LLC | 0.02% | Reduce -20.2% | 7,639 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -0.4% | 7,631 | $1.1M |
| Atticus Wealth Management, LLC | 0.28% | Add +0.1% | 7,577 | $1.1M |
| Allworth Financial LP | 0.01% | Add +10.7% | 7,527 | $1.0M |
| Fulton Bank, N.A. | 0.04% | Add +19.3% | 7,471 | $1.0M |
| Coppell Advisory Solutions LLC | 0.12% | New | 7,487 | $1.0M |
| Garrison Point Advisors, LLC | 0.47% | Add +0.7% | 7,400 | $1.0M |
| Valued Retirements, Inc. | 1.13% | Reduce -24.5% | 7,206 | $999K |
| Bedel Financial Consulting, Inc. | 0.14% | Reduce -1.0% | 7,197 | $998K |
| Affiance Financial, LLC | 0.20% | Reduce -0.5% | 7,186 | $997K |
| Legacy Capital Wealth Partners, LLC | 0.23% | Add +0.4% | 7,169 | $994K |
| Wedgewood Investors Inc. | 1.14% | Reduce -1.3% | 7,156 | $992K |
| Gryphon Financial Partners LLC | 0.13% | Reduce -14.7% | 7,141 | $990K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -26.2% | 7,106 | $985K |
| Marshall Financial Group Inc. | 0.29% | Add +0.1% | 7,081 | $982K |
| Harbour Capital Advisors, LLC | 0.21% | No change | 7,105 | $982K |
| Fortis Capital Advisors, LLC | 0.18% | Reduce -1.2% | 7,071 | $981K |
| Octavia Wealth Advisors, LLC | 0.11% | Reduce -3.9% | 7,066 | $980K |
| Canandaigua National Trust Co of Florida | 0.69% | Add +101.8% | 7,046 | $977K |
| Revolve Wealth Partners, LLC | 0.13% | Reduce -4.4% | 7,046 | $977K |
| Linscomb Wealth, Inc. | 0.04% | No change | 7,037 | $976K |
| Delta Capital Management LLC | 0.55% | No change | 7,000 | $971K |
| Lee, Kelleher & Klein Wealth Management | 0.64% | No change | 6,992 | $970K |
| Valmark Advisers, Inc. | 0.01% | Add +0.0% | 6,975 | $967K |
| Northeast Financial Consultants Inc | 0.04% | Add +1.5% | 6,831 | $947K |
| QRG Capital Management, Inc. | 0.01% | Add +6.0% | 6,821 | $946K |
| Bensler, LLC | 0.11% | Add +0.0% | 6,810 | $944K |
| Plancorp, LLC | 0.03% | Add +43.0% | 6,809 | $944K |
| Haverford Trust Co | 0.01% | No change | 6,731 | $933K |
| BLB&B Advisors, LLC | 0.04% | Reduce -13.4% | 6,647 | $922K |
| CENTRAL TRUST Co | 0.02% | Reduce -0.1% | 6,646 | $922K |
| Garden State Investment Advisory Services LLC | 0.25% | Reduce -0.7% | 6,629 | $919K |
| Cahaba Wealth Management, Inc. | 0.07% | Add +0.1% | 6,629 | $919K |
| Bearing Point Capital, LLC | 0.17% | Reduce -2.5% | 6,613 | $917K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -13.6% | 6,586 | $913K |
| Princeton Global Asset Management LLC | 0.17% | No change | 6,562 | $910K |
| Stonebridge Financial Planning Group, LLC | 0.38% | Reduce -0.8% | 6,508 | $903K |
| Capital Analysts, LLC | 0.03% | Reduce -61.5% | 6,511 | $902K |
| Round Rock Advisors LLC | 0.16% | Add +0.6% | 6,493 | $900K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.4% | 6,470 | $897K |
| Integrity Alliance, Llc. | 0.05% | Reduce -21.4% | 6,436 | $893K |
| SouthState Bank Corp | 0.04% | Reduce -0.7% | 6,426 | $891K |
| Atria Investments, Inc | 0.01% | Add +11.5% | 6,363 | $882K |
| Citizens Financial Group Inc. | 0.01% | Add +72.5% | 6,362 | $882K |
| Legacy Bridge, LLC | 0.42% | Reduce -7.3% | 6,309 | $875K |
| Appleton Partners Inc. | 0.06% | No change | 6,226 | $863K |
| Annex Advisory Services, LLC | 0.02% | Add +57.3% | 6,215 | $862K |
| Financial Alternatives, Inc | 0.55% | No change | 6,140 | $851K |
| Richardson Capital Management LLC | 0.45% | Reduce -0.0% | 6,137 | $851K |
| Wise Wealth Partners | 1.42% | Add +44.8% | 6,131 | $850K |
| Nicolet Advisory Services, LLC | 0.07% | Reduce -24.8% | 6,101 | $849K |
| First United Bank & Trust | 0.30% | Reduce -4.2% | 6,110 | $847K |
| Pettyjohn, Wood & White, Inc. | 0.15% | Reduce -4.9% | 6,074 | $842K |
| Nicolet Bankshares Inc. | 0.15% | Add +19.2% | 6,057 | $840K |
| Viewpoint Capital Management LLC | 0.41% | No change | 6,000 | $832K |
| Pure Financial Advisors, LLC | 0.01% | Add +36.4% | 5,989 | $831K |
| Midwest Capital Advisors, LLC | 0.44% | Reduce -13.0% | 5,978 | $829K |
| Global Wealth Strategies & Associates | 0.24% | Reduce -2.3% | 5,952 | $825K |
| Pathway Financial Advisors LLC | 0.12% | No change | 5,950 | $825K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +9.2% | 5,931 | $822K |
| DAVENPORT & Co LLC | 0.00% | Add +35.0% | 5,918 | $821K |
| GTS Securities LLC | 0.04% | Add +145.7% | 5,884 | $816K |
| Greenleaf Trust | 0.01% | No change | 5,879 | $815K |
| Leavell Investment Management, Inc. | 0.04% | No change | 5,850 | $811K |
| Providence Capital Advisors, LLC | 0.15% | Add +21.3% | 5,832 | $809K |
| First Western Trust Bank | 0.04% | Reduce -1.3% | 5,820 | $807K |
| Associated Banc-Corp | 0.02% | Add +0.5% | 5,819 | $807K |
| Davis R M Inc. | 0.01% | Add +22.1% | 5,770 | $800K |
| Strategic Financial Concepts, LLC | 0.11% | Reduce -5.7% | 5,752 | $798K |
| Manchester Capital Management LLC | 0.10% | No change | 5,693 | $790K |
| Visionary Wealth Advisors | 0.04% | New | 5,665 | $786K |
| Magnus Financial Group LLC | 0.07% | Reduce -2.1% | 5,655 | $784K |
| Heritage Wealth Advisors | 0.04% | No change | 5,652 | $784K |
| NTV Asset Management LLC | 0.09% | Add +8.3% | 5,576 | $773K |
| Contravisory Investment Management, Inc. | 0.15% | Reduce -0.1% | 5,567 | $772K |
| Guidance Capital, Inc. | 0.22% | Reduce -0.8% | 5,545 | $772K |
| Foundation Wealth Management, LLC\PA | 0.33% | No change | 5,465 | $758K |
| OneDigital Investment Advisors LLC | 0.01% | Add +19.1% | 5,463 | $758K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 5,462 | $757K |
| Rockwood Wealth Management, LLC | 0.07% | Add +0.1% | 5,459 | $757K |
| Allen Investment Management, LLC | 0.01% | No change | 5,439 | $754K |
| Rossmore Private Capital | 0.09% | No change | 5,428 | $753K |
| Retirement Income Solutions, Inc. | 0.14% | No change | 5,417 | $751K |
| NBT Bank, N.A. | 0.05% | Reduce -12.0% | 5,409 | $750K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.9% | 5,409 | $750K |
| Investmark Advisory Group LLC | 0.35% | Reduce -7.2% | 5,401 | $749K |
| WealthPLAN Partners, LLC | 0.12% | Add +8.9% | 5,383 | $747K |
| Red Tortoise LLC | 0.36% | No change | 5,310 | $736K |
| Meridian Management Co. | 0.20% | No change | 5,200 | $735K |
| Diversified Trust Co. | 0.02% | Reduce -6.6% | 5,283 | $733K |
| Flagship Private Wealth, LLC | 0.31% | Reduce -1.2% | 5,278 | $732K |
| Rockland Trust Co. | 0.04% | Reduce -4.9% | 5,271 | $731K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -0.3% | 5,258 | $729K |
| Ruggaard & Associates LLC | 0.29% | Reduce -3.4% | 5,200 | $721K |
| NewEdge Wealth, LLC | 0.01% | Reduce -18.8% | 5,137 | $721K |
| First American Trust, FSB | 0.06% | Reduce -0.5% | 5,187 | $719K |
| White Knight Strategic Wealth Advisors, LLC | 0.61% | Reduce -0.6% | 5,169 | $717K |
| Owen LaRue, LLC | 0.30% | Add +0.1% | 5,152 | $714K |
| Essex Bank | 0.17% | No change | 5,143 | $713K |
| National Bank of Canada | 0.00% | Reduce -2.1% | 5,125 | $710K |
| Sharkey, Howes & Javer | 0.09% | No change | 5,103 | $708K |
| L. Roy Papp & Associates, LLP | 0.08% | Add +0.0% | 5,091 | $706K |
| Walled Lake Planning & Wealth Management, LLC | 0.23% | Reduce -17.2% | 5,088 | $706K |
| Viawealth, LLC | 0.42% | No change | 5,086 | $705K |
| White Pine Capital LLC | 0.22% | No change | 5,012 | $695K |
| Chicago Wealth Management, Inc. | 0.33% | Reduce -0.3% | 4,986 | $691K |
| October Effect Ltd | 0.83% | — | 4,985 | $691K |
| Bailard, Inc. | 0.02% | No change | 4,959 | $688K |
| Bragg Financial Advisors, Inc | 0.02% | Add +1.0% | 4,951 | $687K |
| Diversify Advisory Services, LLC | 0.03% | Add +184.6% | 4,887 | $685K |
| Trust Co. of Vermont | 0.03% | No change | 4,873 | $676K |
| Aire Advisors, LLC | 0.13% | Add +0.0% | 4,831 | $670K |
| Gries Financial LLC | 0.12% | Reduce -2.0% | 4,800 | $666K |
| Colonial Trust Co / SC | 0.10% | Reduce -24.0% | 4,763 | $661K |
| Ballentine Partners, LLC | 0.01% | No change | 4,760 | $660K |
| Gilbert & Cook, Inc. | 0.09% | No change | 4,738 | $657K |
| Principle Wealth Partners LLC | 0.04% | No change | 4,670 | $648K |
| Maryland Capital Advisors Inc. | 0.25% | No change | 4,656 | $646K |
| Elm3 Financial Group, LLC | 0.54% | Reduce -7.5% | 4,640 | $643K |
| Jackson Hole Capital Partners, LLC | 0.12% | No change | 4,608 | $639K |
| Values Added Financial LLC | 0.31% | No change | 4,603 | $638K |
| Empower Advisory Group, LLC | 0.00% | Add +140.5% | 4,593 | $637K |
| RFG Advisory, LLC | 0.01% | Reduce -27.1% | 4,589 | $636K |
| WealthCare Investment Partners, LLC | 0.23% | Add +2.0% | 4,541 | $636K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -16.5% | 4,549 | $631K |
| FWG Investments, LLC. | 0.48% | New | 4,539 | $630K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +0.1% | 4,535 | $629K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.7% | 4,485 | $622K |
| Saxon Interests, Inc. | 0.29% | No change | 5,292 | $622K |
| FDx Advisors, Inc. | 0.19% | Reduce -4.4% | 4,470 | $620K |
| Brooklyn Investment Group | 0.08% | New | 4,436 | $615K |
| Park Place Capital Corp | 0.14% | Reduce -53.4% | 4,449 | $613K |
| First Command Advisory Services, Inc. | 0.01% | Add +7.0% | 4,416 | $612K |
| Stegner Investment Associates Inc. | 0.37% | No change | 4,405 | $611K |
| Trail Ridge Investment Advisors, LLC | 0.29% | No change | 4,293 | $607K |
| Quadrant Capital Group LLC | 0.02% | Add +31.8% | 4,314 | $598K |
| Mosaic Family Wealth Partners, LLC | 0.08% | No change | 4,250 | $589K |
| Liberty Capital Management, Inc. | 0.12% | No change | 4,249 | $589K |
| Financial Sense Advisors, Inc. | 0.14% | Add +22.5% | 4,237 | $588K |
| Twin Peaks Wealth Advisors, LLC | 0.19% | Add +0.6% | 4,185 | $587K |
| Icon Wealth Advisors, LLC | 0.04% | Add +0.0% | 4,194 | $582K |
| Prestige Wealth Management Group LLC | 0.12% | No change | 4,167 | $578K |
| Financial Insights, Inc. | 0.21% | Reduce -6.8% | 4,163 | $577K |
| Carl P. Sherr & Co., LLC | 0.29% | Reduce -4.4% | 4,159 | $577K |
| Vaughan David Investments LLC | 0.01% | No change | 4,147 | $575K |
| Fingerlakes Wealth Management, Inc. | 0.43% | Add +0.1% | 4,115 | $571K |
| Berkshire Asset Management LLC | 0.03% | No change | 4,113 | $570K |
| Hancock Whitney Corp. | 0.01% | No change | 4,100 | $569K |
| Werba Rubin Papier Wealth Management | 0.11% | New | 4,090 | $567K |
| Smith, Moore & Co. | 0.05% | Add +0.9% | 4,075 | $565K |
| Westmount Partners, LLC | 0.16% | No change | 4,072 | $565K |
| Joseph P. Lucia & Associates, LLC | 0.23% | Add +14.4% | 4,060 | $563K |
| Integrated Advisors Network LLC | 0.03% | No change | 4,048 | $561K |
| Total Wealth Planning, LLC | 0.07% | Reduce -10.0% | 4,043 | $561K |
| Scientech Research LLC | 0.14% | New | 4,041 | $560K |
| Two Sigma Securities, LLC | 0.07% | Add +22.6% | 4,013 | $557K |
| KKM Financial LLC | 0.19% | Reduce -2.2% | 3,909 | $555K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 4,000 | $555K |
| Headlands Technologies LLC | 0.07% | Add +1930.1% | 3,979 | $552K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -42.8% | 3,918 | $543K |
| Snider Financial Group | 0.16% | Add +20.1% | 3,905 | $542K |
| Cohen Capital Management, Inc. | 0.09% | Add +0.9% | 3,897 | $540K |
| Topsail Wealth Management, LLC | 0.10% | Reduce -1.3% | 3,881 | $538K |
| Global Wealth Management Investment Advisory, Inc. | 0.10% | Reduce -13.4% | 3,840 | $533K |
| Finley Financial, LLC | 0.27% | No change | 3,840 | $533K |
| Level Four Advisory Services, LLC | 0.02% | Add +2.9% | 3,824 | $530K |
| Middleton & Co. Inc. | 0.06% | No change | 3,819 | $530K |
| Vista Capital Partners, Inc. | 0.06% | Add +65.1% | 3,818 | $529K |
| Skyline Advisors, Inc. | 0.20% | Add +0.0% | 3,810 | $528K |
| Sage Capital Advisors,llc | 0.13% | No change | 3,728 | $517K |
| BlueChip Wealth Advisors LLC | 0.21% | No change | 3,724 | $516K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -8.6% | 3,695 | $512K |
| St. Clair Advisors, LLC | 0.13% | No change | 3,658 | $507K |
| Clearbridge Investments, LLC | 0.00% | Reduce -90.7% | 3,644 | $505K |
| Lodestar Private Asset Management LLC | 0.06% | Reduce -0.4% | 3,632 | $504K |
| Ullmann Wealth Partners Group, LLC | 0.06% | Add +0.0% | 3,631 | $503K |
| FF Advisors,LLC | 0.26% | No change | 3,620 | $502K |
| Freedom Investment Management, Inc. | 0.04% | Add +2.7% | 3,617 | $502K |
| Anderson Hoagland & Co. | 0.05% | No change | 3,600 | $499K |
| Texas Yale Capital Corp. | 0.02% | No change | 3,588 | $498K |
| BlueSky Wealth Advisors, LLC | 0.07% | No change | 3,584 | $497K |
| Sage Mountain Advisors LLC | 0.03% | No change | 3,564 | $494K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | No change | 3,535 | $490K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -16.2% | 3,523 | $489K |
| Flputnam Investment Management Co. | 0.01% | Reduce -26.6% | 3,508 | $486K |
| Strive Asset Management, LLC | 0.29% | Reduce -76.5% | 3,503 | $486K |
| Moss Adams Wealth Advisors LLC | 0.04% | Reduce -2.1% | 3,500 | $485K |
| Aufman Associates Inc | 0.30% | New | 3,499 | $485K |
| Evercore Wealth Management, LLC | 0.01% | No change | 3,499 | $485K |
| Stratos Investment Management, LLC | 0.02% | Add +0.0% | 3,494 | $485K |
| Strategies Wealth Advisors, LLC | 0.05% | Reduce -14.4% | 3,468 | $481K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -89.1% | 3,456 | $476K |
| Partners in Financial Planning | 0.09% | No change | 3,403 | $472K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Add +18.5% | 3,396 | $471K |
| IRON Financial LLC | 0.25% | Reduce -3.8% | 3,376 | $468K |
| Burt Wealth Advisors | 0.11% | No change | 3,326 | $461K |
| AQR Capital Management | 0.00% | Add +15.5% | 3,313 | $459K |
| L.K. Benson & Company, P.C. | 0.28% | No change | 3,311 | $459K |
| Standard Family Office LLC | 0.54% | No change | 3,300 | $458K |
| City Holding Co. | 0.06% | No change | 3,259 | $452K |
| Martin Worley Group | 0.22% | No change | 3,249 | $451K |
| Caldwell Trust Co | 0.04% | No change | 3,248 | $450K |
| LJI Wealth Management, LLC | 0.08% | Add +48.1% | 3,246 | $450K |
| Steph & Co. | 0.15% | No change | 3,232 | $448K |
| LongView Wealth Management | 0.14% | Add +11.1% | 3,223 | $447K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 3,215 | $446K |
| Nova Wealth Management, Inc. | 0.33% | Add +249.7% | 3,214 | $446K |
| Old North State Trust, LLC | 0.30% | No change | 3,195 | $443K |
| Centaurus Financial, Inc. | 0.03% | Add +40.0% | 3,184 | $442K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -63.5% | 3,183 | $441K |
| True North Advisors, LLC | 0.08% | No change | 3,180 | $441K |
| Flagstar Securities, Inc. | 0.12% | Reduce -25.5% | 3,165 | $439K |
| Advisory Resource Group | 0.08% | Reduce -1.3% | 3,153 | $437K |
| Bourgeon Capital Management LLC | 0.09% | No change | 3,151 | $437K |
| FreeGulliver LLC | 0.20% | Add +0.1% | 3,147 | $436K |
| Cambria Investment Management, L.P. | 0.03% | New | 3,144 | $436K |
| Empowered Funds, LLC | 0.00% | New | 3,144 | $436K |
| Roehl & Yi Investment Advisors, LLC | 0.22% | No change | 3,142 | $436K |
| SkyOak Wealth, LLC | 0.09% | No change | 3,134 | $435K |
| Mgo One Seven LLC | 0.01% | Reduce -1.5% | 3,134 | $435K |
| NWF Advisory Services Inc. | 0.05% | Reduce -9.6% | 3,131 | $434K |
| Wolff Financial Management LLC | 0.11% | Add +0.1% | 3,117 | $432K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 3,108 | $431K |
| WealthTrust Axiom LLC | 0.13% | No change | 3,107 | $431K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -2.2% | 3,100 | $430K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,097 | $429K |
| Advisor Resource Council | 0.21% | Reduce -81.5% | 3,091 | $429K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -12.4% | 3,088 | $428K |
| Mason & Associates, LLC | 0.11% | Reduce -3.8% | 3,082 | $427K |
| Paladin Advisory Group, LLC | 0.33% | Reduce -2.8% | 3,081 | $427K |
| Oxbow Advisors, LLC | 0.05% | Reduce -6.2% | 3,080 | $427K |
| Madison Asset Management, LLC | 0.00% | No change | 3,078 | $427K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,077 | $427K |
| Gateway Wealth Partners, LLC | 0.08% | New | 3,066 | $425K |
| HFG Advisors, Inc. | 0.34% | Reduce -2.4% | 3,054 | $424K |
| Armor Investment Advisors, LLC | 0.16% | Reduce -2.7% | 3,053 | $423K |
| Continuum Advisory, LLC | 0.05% | Add +0.1% | 3,037 | $421K |
| Fiera Capital Corp | 0.00% | No change | 3,030 | $420K |
| Advyzon Investment Management, LLC | 0.09% | New | 3,020 | $419K |
| White Lighthouse Investment Management Inc. | 0.07% | No change | 3,017 | $418K |
| Midland Wealth Advisors, LLC | 0.02% | No change | 3,015 | $418K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,005 | $417K |
| Capital Advisors Inc. | 0.01% | No change | 3,005 | $417K |
| Trilogy Capital Inc. | 0.02% | Reduce -20.3% | 3,003 | $416K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 2,987 | $414K |
| Quest 10 Wealth Builders, Inc. | 0.40% | Reduce -9.7% | 2,982 | $414K |
| Parkshore Wealth Management, Inc. | 0.20% | Reduce -14.0% | 2,976 | $413K |
| Tassel Capital Management, Inc. | 0.32% | Add +0.5% | 2,975 | $413K |
| Sage Rhino Capital LLC | 0.09% | No change | 2,924 | $406K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +40.5% | 2,924 | $406K |
| Regal Investment Advisors LLC | 0.03% | Reduce -2.4% | 2,921 | $405K |
| BCS Private Wealth Management, Inc. | 0.15% | — | 2,920 | $405K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -6.7% | 2,894 | $401K |
| Uptick Partners, LLC | 0.11% | Reduce -1.9% | 2,872 | $398K |
| KilterHowling LLC | 0.24% | Add +0.1% | 2,868 | $398K |
| Baring Financial LLC | 0.30% | Reduce -0.0% | 2,866 | $397K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -84.1% | 2,863 | $397K |
| Centennial Bank | 0.17% | Add +62.8% | 2,854 | $396K |
| XY Planning Network, Inc. | 0.13% | New | 2,843 | $394K |
| PFG Investments, LLC | 0.02% | Add +5.8% | 2,834 | $393K |
| High Falls Advisors, Inc | 0.09% | Add +5.0% | 2,832 | $393K |
| Argent Advisors, Inc. | 0.12% | Reduce -2.4% | 2,800 | $388K |
| Madison Wealth Partners, Inc | 0.08% | Reduce -0.5% | 2,798 | $388K |
| American Financial & Tax Strategies Inc. | 0.20% | Add +5.6% | 2,785 | $386K |
| Advisory Alpha, LLC | 0.01% | No change | 2,781 | $386K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 2,766 | $384K |
| Joel Isaacson & Co., LLC | 0.02% | Add +23.3% | 2,755 | $382K |
| Independent Advisor Alliance | 0.01% | Reduce -0.7% | 2,726 | $378K |
| LifePlan Investment Advisors, Inc. | 0.19% | Add +0.1% | 2,721 | $377K |
| Amplius Wealth Advisors, LLC | 0.04% | No change | 2,710 | $376K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 2,701 | $375K |
| Principal Financial Group Inc. | 0.00% | Reduce -57.1% | 2,700 | $374K |
| Farther Finance Advisors, LLC | 0.01% | Add +74.6% | 2,689 | $373K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -0.4% | 2,676 | $371K |
| New England Private Wealth Advisors LLC | 0.05% | New | 2,593 | $369K |
| Easterly Investment Partners LLC | 0.03% | No change | 2,660 | $369K |
| Blue Trust, Inc. | 0.00% | Add +55.6% | 2,641 | $366K |
| Howe & Rusling Inc. | 0.03% | Add +24.6% | 2,639 | $366K |
| BCGM Wealth Management, LLC | 0.10% | No change | 2,600 | $361K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -13.9% | 2,600 | $361K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.0% | 2,587 | $359K |
| Norden Group LLC | 0.04% | Add +29.6% | 2,572 | $357K |
| TrueWealth Advisors, LLC | 0.10% | No change | 2,552 | $354K |
| Wealth Alliance, LLC | 0.04% | Reduce -12.1% | 2,542 | $352K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 2,526 | $350K |
| First Financial Corp. | 0.16% | No change | 2,522 | $350K |
| Smithfield Trust Co | 0.02% | No change | 2,495 | $347K |
| Parkside Financial Bank & Trust | 0.04% | Reduce -0.9% | 2,496 | $346K |
| PDS Planning, Inc | 0.03% | Add +0.1% | 2,495 | $346K |
| Wedbush Securities Inc. | 0.01% | Add +14.5% | 2,486 | $345K |
| Radnor Capital Management, LLC | 0.05% | No change | 2,479 | $344K |
| Signet Financial Management, LLC | 0.04% | Add +0.0% | 2,480 | $344K |
| Prosperity Planning, Inc. | 0.14% | Reduce -3.1% | 2,450 | $340K |
| CRA Financial Services, LLC | 0.05% | Reduce -6.8% | 2,448 | $339K |
| Magnolia Private Wealth, LLC | 0.26% | No change | 2,420 | $336K |
| Naples Global Advisors, LLC | 0.03% | New | 2,414 | $335K |
| Gen-Wealth Partners Inc | 0.13% | Add +0.6% | 2,411 | $334K |
| Pioneer Trust Bank N A | 0.08% | No change | 2,400 | $333K |
| Elevation Point Wealth Partners, LLC | 0.03% | No change | 2,400 | $333K |
| Fortune Financial Advisors, LLC | 0.27% | Add +0.0% | 2,395 | $332K |
| Prairie Wealth Advisors, Inc. | 0.14% | Add +0.1% | 2,378 | $330K |
| Busey Bank | 0.01% | No change | 2,372 | $329K |
| Independence Bank of Kentucky | 0.05% | No change | 2,368 | $328K |
| Towercrest Capital Management | 0.06% | No change | 2,360 | $327K |
| Lazard Asset Management LLC | 0.00% | No change | 2,365 | $327K |
| SeaCrest Wealth Management, LLC | 0.04% | No change | 2,355 | $327K |
| LRI Investments, LLC | 0.03% | No change | 2,350 | $326K |
| Stage Harbor Financial, LLC | 0.26% | No change | 2,340 | $325K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,332 | $323K |
| Pacific Sun Financial Corp | 0.17% | Add +2.6% | 2,328 | $323K |
| Integrated Capital Management, LLC | 0.15% | New | 2,303 | $322K |
| WealthShield Partners, LLC | 0.04% | No change | 2,320 | $322K |
| Kendall Capital Management | 0.09% | No change | 2,318 | $321K |
| J. W. Coons Advisors, LLC | 0.07% | Add +0.0% | 2,318 | $321K |
| Breakwater Capital Group | 0.05% | Add +1.6% | 2,293 | $318K |
| 17 Capital Partners, LLC | 0.18% | No change | 2,287 | $317K |
| Trust Co. of Toledo NA | 0.03% | New | 2,280 | $316K |
| Elevated Capital Advisors, LLC | 0.09% | No change | 2,686 | $316K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -3.5% | 2,272 | $315K |
| Financial Advocates Investment Management | 0.03% | Reduce -33.4% | 2,268 | $315K |
| Patten Group, Inc. | 0.07% | Reduce -11.9% | 2,263 | $314K |
| Abacus Planning Group, Inc. | 0.05% | No change | 2,259 | $313K |
| GeoWealth Management, LLC | 0.01% | Reduce -5.0% | 2,258 | $313K |
| Monarch Capital Management Inc. | 0.08% | No change | 2,256 | $313K |
| Monetary Management Group Inc. | 0.08% | No change | 2,250 | $312K |
| Legal & General Group Plc | 0.00% | Reduce -67.9% | 2,250 | $312K |
| Grove Bank & Trust | 0.04% | No change | 2,246 | $311K |
| Financial Perspectives, Inc | 0.09% | No change | 2,227 | $309K |
| BostonPremier Wealth LLC | 0.17% | Add +0.1% | 2,226 | $309K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 2,225 | $308K |
| Diversified Portfolios, Inc. | 0.03% | No change | 2,207 | $306K |
| McDonald Partners LLC | 0.07% | No change | 2,200 | $305K |
| Stiles Financial Services Inc | 0.11% | No change | 2,200 | $305K |
| Yardley Wealth Management LLC | 0.17% | No change | 2,200 | $305K |
| Stephen J. Garry & Associates, LLC | 0.26% | No change | 2,187 | $303K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,170 | $301K |
| Alliance Wealth Management Group | 0.08% | No change | 2,156 | $299K |
| Lewis Asset Management, LLC | 0.14% | New | 2,151 | $298K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -85.8% | 2,150 | $298K |
| Cibc World Market Inc. | 0.00% | Add +4.9% | 2,147 | $298K |
| International Assets Investment Management, LLC | 0.02% | Add +16.6% | 2,139 | $297K |
| BlackDiamond Wealth Management, LLC | 0.17% | New | 2,144 | $295K |
| DT Investment Partners, LLC | 0.03% | No change | 2,124 | $295K |
| Eubel Brady & Suttman Asset Management Inc. | 0.04% | No change | 2,120 | $294K |
| Brady Family Wealth, LLC | 0.09% | No change | 2,115 | $293K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 2,102 | $292K |
| Cozad Asset Management Inc. | 0.03% | No change | 2,088 | $290K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Reduce -2.8% | 2,025 | $288K |
| Garde Capital, Inc. | 0.02% | No change | 2,074 | $288K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.1% | 2,070 | $287K |
| KPP Advisory Services LLC | 0.05% | No change | 2,066 | $287K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 2,064 | $286K |
| CGN Advisors LLC | 0.03% | Reduce -4.0% | 2,053 | $285K |
| Foundation Wealth Management, LLC | 0.20% | No change | 2,052 | $285K |
| Savvy Advisors, Inc. | 0.02% | Reduce -47.5% | 2,029 | $281K |
| Portland Global Advisors LLC | 0.03% | No change | 2,026 | $281K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 2,017 | $280K |
| Montz Harcus Wealth Management LLC | 0.13% | Add +0.1% | 2,013 | $279K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 2,009 | $279K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -0.6% | 2,002 | $278K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -11.1% | 2,000 | $277K |
| Transce3nd, LLC | 0.11% | Add +1.1% | 1,963 | $272K |
| Townsquare Capital LLC | 0.03% | Reduce -81.5% | 1,943 | $269K |
| Scotia Capital Inc. | 0.00% | No change | 1,940 | $269K |
| ORG Partners LLC | 0.06% | Reduce -4.4% | 1,936 | $267K |
| Hollencrest Capital Management | 0.01% | Add +6.3% | 1,927 | $267K |
| Retirement Planning Group, LLC | 0.01% | Reduce -0.1% | 1,916 | $266K |
| Farmers Trust Co. | 0.05% | New | 1,914 | $265K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -0.4% | 1,899 | $263K |
| Fayez Sarofim & Co | 0.00% | No change | 1,896 | $263K |
| Wealthspire Retirement, LLC | 0.02% | No change | 1,890 | $262K |
| GC Wealth Management RIA, LLC | 0.02% | New | 1,890 | $262K |
| Edge Financial Advisors LLC | 0.14% | Add +0.1% | 1,891 | $262K |
| Consolidated Portfolio Review Corp | 0.04% | Add +5.0% | 1,882 | $261K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -10.8% | 1,879 | $261K |
| Timonier Family Office, LTD. | 0.10% | No change | 1,862 | $258K |
| Washington Trust Advisors, Inc. | 0.02% | Add +5.7% | 1,861 | $258K |
| CCG Wealth Management, LLC | 0.14% | No change | 1,859 | $258K |
| Windsor Capital Management, LLC | 0.08% | Add +0.1% | 1,858 | $258K |
| West Michigan Advisors, LLC | 0.07% | Reduce -2.6% | 1,857 | $258K |
| First Trust Advisors LP | 0.00% | New | 1,853 | $257K |
| Pps&v Asset Management Consultants, Inc. | 0.16% | No change | 1,852 | $257K |
| Roman Butler Fullerton & Co. | 0.08% | Add +0.1% | 1,795 | $255K |
| Hazlett, Burt & Watson, Inc. | 0.10% | Reduce -8.0% | 1,835 | $255K |
| Waterloo Capital, L.P. | 0.02% | No change | 1,827 | $253K |
| Philadelphia Trust Co. | 0.02% | No change | 1,826 | $253K |
| Shira Ridge Wealth Management | 0.12% | No change | 1,822 | $253K |
| Von Berge Wealth Management Group, LLC | 0.14% | No change | 1,800 | $252K |
| Rothschild Capital Partners, LLC | 0.07% | Reduce -39.2% | 1,809 | $251K |
| Balefire, LLC | 0.05% | New | 1,783 | $247K |
| Navigation Wealth Management, Inc. | 0.36% | New | 1,774 | $246K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Reduce -7.8% | 1,771 | $246K |
| Tanager Wealth Management LLP | 0.03% | Reduce -9.2% | 1,769 | $245K |
| Certuity, LLC | 0.02% | New | 1,767 | $245K |
| Bar Harbor Wealth Management | 0.02% | No change | 1,760 | $244K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,741 | $241K |
| Impact Partnership Wealth, LLC | 0.04% | Reduce -13.8% | 1,741 | $241K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 1,740 | $241K |
| Cora Capital Advisors LLC | 0.11% | No change | 1,740 | $241K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.2% | 1,737 | $241K |
| First Hawaiian Bank | 0.03% | No change | 1,734 | $240K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,734 | $240K |
| Parsons Capital Management Inc. | 0.01% | Reduce -42.3% | 1,731 | $240K |
| Maridea Wealth Management LLC | 0.06% | No change | 1,728 | $240K |
| Wedmont Private Capital | 0.01% | New | 1,700 | $237K |
| Summit Investment Advisors, Inc. | 0.20% | Add +0.1% | 1,702 | $237K |
| Everhart Financial Group, Inc. | 0.03% | New | 1,705 | $236K |
| Northwest Financial Advisors | 0.33% | Reduce -4.3% | 1,704 | $236K |
| Matrix Private Capital Group LLC | 0.14% | Add +89.3% | 1,704 | $236K |
| One Wealth Management Investment & Advisory Services, LLC | 0.30% | New | 1,692 | $235K |
| Forum Financial Management, LP | 0.00% | New | 1,691 | $235K |
| Kingstone Capital Partners Texas, LLC | 0.15% | Reduce -13.8% | 1,685 | $234K |
| Mason & Associates Inc | 0.05% | New | 1,685 | $234K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | New | 1,683 | $233K |
| Crux Wealth Advisors | 0.10% | New | 1,681 | $233K |
| Institute for Wealth Management, LLC. | 0.03% | New | 1,679 | $233K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -6.8% | 1,678 | $233K |
| Axis Wealth Partners, LLC | 0.15% | Reduce -28.2% | 1,675 | $232K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,675 | $232K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,670 | $232K |
| Shared Vision Wealth Group LLC | 0.12% | Reduce -18.6% | 1,635 | $231K |
| Evanson Asset Management, LLC | 0.01% | New | 1,662 | $230K |
| Trivant Custom Portfolio Group, LLC | 0.13% | No change | 1,660 | $230K |
| Kirtland Hills Capital Management, LLC | 0.11% | New | 1,658 | $230K |
| Twin Focus Capital Partners, LLC | 0.03% | New | 1,655 | $230K |
| Oakworth Capital, Inc. | 0.01% | Reduce -3.0% | 1,642 | $228K |
| Avestar Capital, LLC | 0.02% | Reduce -59.7% | 1,636 | $227K |
| Rosenblum Silverman Sutton S F Inc. | 0.06% | New | 1,635 | $227K |
| Rhumbline Advisers | 0.00% | Reduce -49.3% | 1,616 | $224K |
| Duncker Streett & Co. Inc. | 0.04% | Add +1.6% | 1,606 | $223K |
| Altfest L J & Co. Inc. | 0.03% | New | 1,604 | $222K |
| Buckhead Capital Management LLC | 0.09% | New | 1,600 | $222K |
| First Nebraska Trust Co | 0.02% | New | 1,600 | $222K |
| Mascagni Wealth Management, Inc. | 0.19% | New | 1,594 | $221K |
| Strategic Blueprint, LLC | 0.01% | New | 1,594 | $221K |
| Ascent Group, LLC | 0.01% | New | 1,593 | $221K |
| Athena Investment Management | 0.12% | New | 1,590 | $221K |
| Accelerate Investment Advisors LLC | 0.16% | New | 1,588 | $220K |
| Hilltop Holdings Inc. | 0.01% | Reduce -92.6% | 1,585 | $220K |
| Kestra Investment Management, LLC | 0.01% | Add +2.0% | 1,584 | $220K |
| SCS Capital Management LLC | 0.00% | Reduce -10.5% | 1,580 | $219K |
| Carrera Capital Advisors | 0.04% | New | 1,579 | $219K |
| Blue Barn Wealth, LLC | 0.10% | New | 1,572 | $218K |
| Unique Wealth, LLC | 0.04% | New | 1,566 | $217K |
| Clare Market Investments LLC | 0.05% | New | 1,561 | $217K |
| Bond & Devick Financial Network, Inc. | 0.07% | New | 1,560 | $216K |
| Trust Co of the South | 0.04% | New | 1,559 | $216K |
| Cypress Wealth Services, LLC | 0.04% | New | 1,558 | $216K |
| Shepherd Financial Partners LLC | 0.02% | New | 1,547 | $215K |
| LaFleur & Godfrey LLC | 0.03% | New | 1,542 | $214K |
| Smith & Howard Wealth Management, LLC | 0.05% | New | 1,529 | $212K |
| Zacks Investment Management | 0.00% | New | 1,524 | $211K |
| Waddell & Associates, LLC | 0.02% | New | 1,522 | $211K |
| Hendershot Investments Inc. | 0.03% | New | 1,522 | $211K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,521 | $211K |
| American Money Management, LLC | 0.04% | New | 1,519 | $211K |
| Leo Wealth, LLC | 0.02% | New | 1,518 | $211K |
| TigerOak Management, L.L.C. | 0.07% | New | 1,518 | $211K |
| PBMares Wealth Management LLC | 0.04% | New | 1,515 | $210K |
| First International Bank & Trust | 0.07% | Reduce -65.3% | 1,514 | $210K |
| Alta Wealth Advisors LLC | 0.10% | New | 1,511 | $210K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 1,510 | $209K |
| Centerpoint Advisory Group | 0.18% | New | 1,500 | $208K |
| Granite Bay Wealth Management, LLC | 0.07% | New | 1,500 | $208K |
| Theory Financial LLC | 0.08% | New | 1,464 | $207K |
| Mma Asset Management LLC | 0.08% | New | 1,492 | $207K |
| Decker Retirement Planning Inc. | 0.12% | Reduce -9.4% | 1,490 | $207K |
| Per Stirling Capital Management, LLC. | 0.03% | New | 1,489 | $207K |
| ERn Financial, LLC | 0.04% | New | 1,489 | $206K |
| Harfst & Associates, Inc. | 0.04% | New | 1,475 | $205K |
| Parthenon LLC | 0.02% | New | 1,474 | $204K |
| Legacy Financial Group, Inc. | 0.06% | New | 1,468 | $204K |
| RiverFront Investment Group, LLC | 0.00% | New | 1,468 | $204K |
| First Manhattan Co. Llc. | 0.00% | New | 1,463 | $203K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 1,468 | $203K |
| Modern Wealth Management, LLC | 0.01% | New | 1,458 | $202K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 1,458 | $202K |
| McNaughton Wealth Management, LLC | 0.09% | New | 1,457 | $202K |
| Lauterbach Financial Advisors, LLC | 0.11% | New | 1,456 | $202K |
| Performa Ltd (US), LLC | 0.06% | Add +0.1% | 1,456 | $202K |
| Trexquant Investment LP | 0.00% | New | 1,454 | $202K |
| Bigelow Investment Advisors, LLC | 0.09% | New | 1,450 | $201K |
| Csenge Advisory Group | 0.01% | New | 1,508 | $200K |
| Wealthspan Partners, LLC | 0.08% | New | 1,444 | $200K |
| AlphaCore Capital LLC | 0.01% | Add +16.3% | 1,435 | $199K |
| Montag A & Associates Inc. | 0.01% | No change | 1,392 | $193K |
| Global Trust Asset Management, LLC | 0.10% | No change | 1,387 | $192K |
| Hills Bank & Trust Co | 0.01% | No change | 1,383 | $192K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.8% | 1,383 | $192K |
| Milestone Investment Advisors LLC | 0.05% | Reduce -6.6% | 1,321 | $183K |
| Arcadia Investment Advisors LLC | 0.09% | No change | 1,235 | $171K |
| N.E.W. Advisory Services LLC | 0.02% | No change | 1,228 | $170K |
| Biltmore Family Office, LLC | 0.03% | Add +9.5% | 1,200 | $166K |
| Ramirez Asset Management, Inc. | 0.03% | Reduce -14.3% | 1,200 | $166K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,194 | $166K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,256 | $159K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Add +0.1% | 1,146 | $159K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 1,146 | $159K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -28.6% | 1,146 | $159K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,140 | $158K |
| Eastern Bank | 0.00% | Add +4.2% | 1,139 | $158K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -74.2% | 1,132 | $157K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,122 | $156K |
| CoreFirst Bank & Trust | 0.09% | New | 1,096 | $152K |
| Simplex Trading, LLC | 0.00% | Reduce -41.2% | 1,082 | $150K |
| Pineridge Advisors LLC | 0.05% | Reduce -3.1% | 1,076 | $149K |
| Ballast Advisors LLC | 0.04% | No change | 1,032 | $143K |
| Tompkins Financial Corp. | 0.01% | No change | 1,027 | $142K |
| Trust Co | 0.02% | No change | 1,018 | $141K |
| Rialto Wealth Management, LLC | 0.04% | Reduce -14.3% | 1,015 | $141K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,000 | $139K |
| Union Savings Bank | 0.06% | No change | 971 | $137K |
| Copia Wealth Management | 0.12% | No change | 988 | $137K |
| Bogart Wealth, LLC | 0.01% | Reduce -10.1% | 969 | $134K |
| REAP Financial Group, LLC | 0.03% | Reduce -4.4% | 919 | $127K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.3% | 914 | $126K |
| Bare Financial Services, Inc | 0.04% | No change | 910 | $126K |
| Raffa Wealth Management, LLC | 0.02% | No change | 844 | $117K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 820 | $114K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 820 | $114K |
| Colonial Trust Advisors | 0.01% | Add +1.5% | 812 | $113K |
| Sittner & Nelson, LLC | 0.04% | No change | 800 | $111K |
| Perkins Coie Trust Co | 0.02% | Reduce -22.4% | 797 | $111K |
| Darwin Wealth Management, LLC | 0.04% | No change | 788 | $109K |
| Rise Advisors, LLC | 0.04% | Add +0.1% | 781 | $108K |
| Sound Income Strategies, LLC | 0.01% | Reduce -12.5% | 768 | $106K |
| TFC Financial Management, Inc. | 0.01% | No change | 764 | $106K |
| Deutsche Bank AG | 0.00% | No change | 746 | $103K |
| WealthCollab, LLC | 0.06% | No change | 743 | $103K |
| Pin Oak Investment Advisors Inc. | 0.09% | Reduce -30.1% | 883 | $103K |
| Knott David M Jr | 0.04% | No change | 695 | $96K |
| North Star Investment Management Corp. | 0.01% | No change | 690 | $96K |
| SYM FINANCIAL Corp | 0.01% | No change | 676 | $94K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -11.5% | 675 | $94K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | No change | 672 | $93K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 648 | $90K |
| Hanson & Doremus Investment Management | 0.01% | No change | 628 | $87K |
| Gleason Group, Inc. | 0.01% | No change | 627 | $87K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +12340.0% | 622 | $86K |
| Beacon Capital Management, LLC | 0.01% | Add +5.3% | 600 | $83K |
| Addison Advisors LLC | 0.02% | New | 589 | $82K |
| Stephens Consulting, LLC | 0.02% | Add +0.2% | 577 | $80K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 573 | $80K |
| Wolff Wiese Magana LLC | 0.05% | No change | 572 | $79K |
| Archer Investment Corp | 0.02% | Reduce -3.7% | 571 | $79K |
| Mill Capital Management, LLC | 0.01% | No change | 570 | $79K |
| TCTC Holdings, LLC | 0.00% | No change | 550 | $76K |
| Webster Bank, N. A. | 0.01% | Reduce -15.8% | 524 | $73K |
| Bank of New Hampshire | 0.02% | No change | 512 | $71K |
| Pinney & Scofield, Inc. | 0.05% | No change | 509 | $71K |
| Operose Advisors LLC | 0.02% | No change | 496 | $69K |
| Glassman Wealth Services | 0.01% | Reduce -4.3% | 494 | $69K |
| Integrity Financial Corp | 0.03% | No change | 480 | $67K |
| Realta Investment Advisors | 0.03% | Reduce -48.8% | 477 | $66K |
| Talon Private Wealth, LLC | 0.01% | New | 476 | $66K |
| Pflug Koory, LLC | 0.03% | Reduce -15.2% | 475 | $66K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 472 | $65K |
| Albion Financial Group | 0.00% | No change | 471 | $65K |
| Ameriflex Group, Inc. | 0.03% | Reduce -2.3% | 462 | $64K |
| Atwood & Palmer Inc. | 0.00% | No change | 460 | $64K |
| LGT Financial Advisors LLC | 0.16% | No change | 458 | $64K |
| Mechanics Financial Corp | 0.03% | No change | 456 | $63K |
| Bernard Wealth Management Corp. | 0.03% | No change | 428 | $59K |
| Kimelman & Baird, LLC | 0.00% | No change | 428 | $59K |
| Horizons Wealth Management | 0.04% | No change | 426 | $59K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 420 | $58K |
| Front Row Advisors LLC | 0.02% | New | 406 | $56K |
| Coston, McIsaac & Partners | 0.01% | No change | 405 | $56K |
| CSS LLC | 0.01% | Add +301.0% | 401 | $56K |
| Wood Tarver Financial Group, LLC | 0.02% | No change | 401 | $55K |
| CoreCap Advisors, LLC | 0.00% | Reduce -16.7% | 394 | $55K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 383 | $53K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 383 | $53K |
| Millstone Evans Group, LLC | 0.04% | No change | 381 | $53K |
| JFS Wealth Advisors, LLC | 0.00% | Add +101.1% | 370 | $51K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.9% | 368 | $51K |
| Horizon Investments, LLC | 0.00% | Add +727.3% | 364 | $50K |
| TOWER TRUST & INVESTMENT Co | 0.03% | No change | 342 | $47K |
| WFA of San Diego, LLC | 0.03% | — | 338 | $47K |
| Concord Wealth Partners | 0.01% | No change | 329 | $46K |
| Berkshire Money Management, Inc. | 0.00% | New | 325 | $45K |
| Pittenger & Anderson Inc. | 0.00% | No change | 320 | $44K |
| CX Institutional | 0.00% | No change | 311 | $43K |
| Asset Dedication, LLC | 0.00% | No change | 305 | $42K |
| Richardson Financial Services Inc. | 0.03% | No change | 304 | $42K |
| Insight Inv LLC | 0.03% | No change | 298 | $41K |
| Adirondack Trust Co. | 0.01% | No change | 296 | $41K |
| Register Financial Advisors LLC | 0.02% | No change | 284 | $39K |
| Smartleaf Asset Management LLC | 0.00% | No change | 273 | $38K |
| JNBA Financial Advisors | 0.00% | No change | 267 | $37K |
| West Branch Capital LLC | 0.01% | Add +0.4% | 261 | $36K |
| Anfield Capital Management, LLC | 0.01% | No change | 258 | $36K |
| Ryan Investment Management, Inc. | 0.02% | — | 257 | $36K |
| Avion Wealth | 0.01% | No change | 248 | $34K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 229 | $32K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 224 | $31K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +2.5% | 208 | $29K |
| BankPlus Trust Department | 0.01% | No change | 208 | $29K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.5% | 208 | $29K |
| Hughes Financial Services, LLC | 0.00% | No change | 202 | $28K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $28K |
| Financial Gravity Companies, Inc. | 0.01% | — | 200 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $28K |
| Delta Asset Management LLC | 0.00% | No change | 180 | $25K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 178 | $25K |
| Investors Research Corp | 0.00% | No change | 170 | $24K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 200 | $23K |
| Mascoma Wealth Management LLC | 0.01% | No change | 168 | $23K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 167 | $23K |
| Kilter Group LLC | 0.01% | New | 166 | $23K |
| Proathlete Wealth Management LLC | 0.01% | New | 164 | $23K |
| Syntax Research, Inc. | 0.02% | No change | 162 | $22K |
| Team Financial Group, LLC | 0.01% | New | 156 | $22K |
| Harbor Asset Planning, Inc. | 0.02% | — | 154 | $21K |
| Riverview Trust Co | 0.03% | No change | 150 | $21K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 150 | $21K |
| Bellwether Advisors, LLC | 0.00% | Reduce -99.9% | 150 | $21K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 150 | $21K |
| United Community Bank | 0.01% | No change | 149 | $21K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 147 | $20K |
| American Capital Advisory, LLC | 0.01% | No change | 143 | $20K |
| HighMark Wealth Management LLC | 0.01% | Reduce -70.8% | 141 | $19K |
| Crewe Advisors LLC | 0.00% | No change | 133 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 130 | $18K |
| Legacy Investment Solutions, LLC | 0.01% | — | 124 | $17K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 124 | $17K |
| PrairieView Partners, LLC | 0.00% | No change | 125 | $17K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 120 | $17K |
| American National Bank & Trust | 0.00% | No change | 120 | $17K |
| SIMA Wealth Partners, LLC | 0.01% | Reduce -84.7% | 119 | $17K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 112 | $16K |
| High Note Wealth, LLC | 0.00% | Add +109.6% | 109 | $15K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -62.6% | 108 | $15K |
| St Germain D J Co. Inc. | 0.00% | No change | 108 | $15K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 102 | $14K |
| one8zero8, LLC | 0.00% | No change | 102 | $14K |
| Windsor Advisory Group, LLC | 0.02% | No change | 102 | $14K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $14K |
| Bfsg, LLC | 0.00% | No change | 100 | $14K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $14K |
| Peoples Financial Services Corp. | 0.01% | No change | 99 | $14K |
| MorganRosel Wealth Management, LLC | 0.00% | No change | 99 | $14K |
| Redwood Park Advisors LLC | 0.01% | No change | 96 | $13K |
| Crews Bank & Trust | 0.00% | No change | 94 | $13K |
| New Republic Capital, LLC | 0.00% | No change | 91 | $13K |
| Field & Main Bank | 0.00% | No change | 90 | $12K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 105 | $12K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 88 | $12K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 87 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 78 | $11K |
| Elequin Capital, LP | 0.00% | Reduce -97.3% | 77 | $11K |
| Rothschild Investment LLC | 0.00% | No change | 77 | $11K |
| Aventura Private Wealth, LLC | 0.00% | No change | 75 | $10K |
| Park Square Financial Group, LLC | 0.01% | Add +22.4% | 71 | $10K |
| Abound Wealth Management | 0.00% | No change | 69 | $10K |
| NFSG Corp | 0.00% | No change | 64 | $9K |
| Pacifica Partners Inc. | 0.00% | New | 62 | $9K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 60 | $8K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 56 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 51 | $7K |
| First Community Trust NA | 0.01% | New | 48 | $7K |
| Dunhill Financial, LLC | 0.00% | New | 48 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 45 | $6K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 44 | $6K |
| Rosenberg Matthew Hamilton | 0.00% | New | 44 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 42 | $6K |
| Nvwm, LLC | 0.00% | No change | 35 | $5K |
| CNB Bank | 0.00% | No change | 33 | $5K |
| Broadwater Capital Management LLC | 0.00% | Add +13768.8% | 4,438 | $4K |
| Phillips Financial Management, LLC | 0.00% | No change | 32 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 30 | $4K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 23 | $3K |
| Angeles Wealth Management, LLC | 0.00% | New | 23 | $3K |
| Rice Partnership, LLC | 0.00% | New | 22 | $3K |
| New Millennium Group LLC | 0.00% | Reduce -50.0% | 21 | $3K |
| Larson Financial Group LLC | 0.00% | New | 20 | $3K |
| Tower View Wealth Management LLC | 0.00% | No change | 18 | $3K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 15 | $2K |
| Main Street Group, LTD | 0.00% | No change | 12 | $2K |
| Orion Capital Management LLC | 0.00% | No change | 11 | $2K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 11 | $2K |
| PMV Capital Advisers, LLC | 0.00% | New | 9 | $1K |
| Your Advocates Ltd., LLP | 0.00% | No change | 9 | $1K |
| Motco | 0.00% | No change | 6 | $849 |
| Armstrong Advisory Group, Inc. | 0.00% | New | 4 | $555 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 4 | $426 |
| Aventus Investment Advisors, Inc. | 0.00% | — | 1 | $126 |
"% 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.