iShares Russell Mid-Cap GrowIWPETF
13F holders, Q4 2025 (December 31)1,231holders +68
81new positions
64sold out
4famous investors
$136.76avg. 13F price*
At the end of Q4 2025, 1,231 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, up 68 from Q3 2025. 81 opened new positions and 64 sold out. The largest holders were Morgan Stanley ($2.7B), Bank of America Corp. ($971.2M) and Envestnet Asset Management Inc. ($822.7M). 4 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $68.9M |
| Exits | 64 | $71.9M |
All 13F filers, Q3 2025 → Q4 2025: 7,091,154 shares bought and 3,556,651 shares sold, net +3,534,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,231 holders
| Morgan Stanley | 0.16% | Reduce -2.1% | 19,403,290 | $2.7B |
| Bank of America Corp. | 0.07% | Add +14.9% | 7,092,149 | $971.2M |
| Envestnet Asset Management Inc. | 0.24% | Add +11.3% | 6,007,797 | $822.7M |
| Wells Fargo & Company | 0.14% | Add +1.3% | 5,299,199 | $725.7M |
| Jones Financial Companies LLLP | 0.40% | Reduce -15.2% | 4,731,983 | $648.0M |
| First Command Advisory Services, Inc. | 3.66% | Add +8.0% | 3,839,481 | $525.8M |
| Ameriprise Financial Inc. | 0.09% | Add +9.1% | 2,783,972 | $381.1M |
| LPL Financial LLC | 0.10% | Add +6.6% | 2,616,494 | $358.3M |
| PNC Financial Services Group, Inc. | 0.18% | Add +0.5% | 2,457,673 | $336.6M |
| Tiaa Trust, National Association | 0.78% | Reduce -2.5% | 2,369,283 | $324.5M |
| UBS Group AG | 0.06% | Add +2.3% | 2,367,920 | $324.3M |
| Commonwealth Equity Services, LLC | 0.42% | Reduce -3.9% | 2,300,238 | $315.0M |
| Cassaday & Co Wealth Management LLC | 6.18% | Add +1.2% | 2,143,075 | $293.5M |
| Vantagepoint Investment Advisers LLC | 2.20% | Add +5.2% | 1,993,095 | $272.9M |
| Envestnet Portfolio Solutions, Inc. | 0.90% | Add +3.3% | 1,881,084 | $257.6M |
| First Citizens Bank & Trust Co. | 4.99% | Add +2.8% | 1,745,634 | $239.0M |
| Commerce Bank | 1.26% | Reduce -0.1% | 1,660,417 | $227.4M |
| US Bancorp \de | 0.25% | Add +1.1% | 1,584,378 | $217.0M |
| Cullen/Frost Bankers, Inc. | 2.17% | Add +20.5% | 1,439,846 | $197.2M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +5.8% | 1,404,920 | $192.4M |
| CIBC Private Wealth Group LLC | 0.30% | Add +103.9% | 1,309,901 | $179.4M |
| Osaic Holdings, Inc. | 0.24% | Add +6.3% | 1,189,175 | $162.9M |
| FMR LLC | 0.01% | Add +0.4% | 1,179,261 | $161.5M |
| Raymond James Financial Inc. | 0.04% | Add +12.6% | 1,015,493 | $139.2M |
| Royal Bank of Canada | 0.02% | Add +34.7% | 877,695 | $120.2M |
| Financial Advisory Corp | 14.99% | Add +1.5% | 752,605 | $103.1M |
| Cetera Investment Advisers | 0.11% | Add +7.4% | 717,414 | $98.2M |
| Truist Financial Corp. | 0.13% | Add +2.4% | 692,784 | $94.9M |
| Mariner, LLC | 0.11% | Add +7.7% | 666,081 | $91.2M |
| Pacific Life Fund Advisors LLC | 9.20% | Reduce -7.0% | 652,479 | $89.4M |
| Focus Partners Wealth | 0.10% | Add +14.1% | 652,159 | $89.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.5% | 618,230 | $84.7M |
| American Family Investments, Inc. | 2.77% | Add +11.7% | 561,707 | $76.9M |
| Stephens Inc. | 0.94% | Add +0.9% | 549,864 | $75.3M |
| Equitable Holdings, Inc. | 0.51% | Add +4.7% | 540,043 | $74.0M |
| Stephens Group Asset Management, LLC | 4.93% | Add +0.4% | 538,596 | $73.8M |
| Zions Bancorporation, National Association | 3.17% | Add +5.5% | 501,435 | $68.7M |
| Congress Asset Management Co. | 0.44% | Add +118.3% | 458,580 | $62.8M |
| Creative Planning | 0.04% | Add +9.6% | 420,761 | $57.6M |
| Rodgers & Associates, LTD | 5.71% | Add +0.4% | 411,776 | $56.4M |
| Johnson Investment Counsel Inc. | 0.45% | Add +0.1% | 403,273 | $55.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.3% | 395,483 | $54.2M |
| GLOBALT Investments LLC / GA | 1.90% | Reduce -1.0% | 380,024 | $52.0M |
| BNP Paribas Financial Markets | 0.03% | Reduce -30.1% | 350,300 | $48.0M |
| Comerica Bank | 0.18% | Add +18.1% | 337,549 | $46.2M |
| Wescott Financial Advisory Group, LLC | 4.03% | Reduce -0.2% | 337,442 | $46.2M |
| Baird Financial Group, Inc. | 0.07% | Add +43.8% | 334,953 | $45.9M |
| AMG National Trust Bank | 1.04% | Reduce -3.7% | 322,291 | $44.1M |
| M&T Bank Corp | 0.13% | Reduce -3.0% | 304,628 | $41.7M |
| Krilogy Financial LLC | 1.34% | Add +5.8% | 282,178 | $39.4M |
| Truepoint, Inc. | 0.88% | Reduce -0.4% | 285,212 | $39.1M |
| Cedar Mountain Advisors, LLC | 7.23% | Add +0.5% | 273,518 | $37.5M |
| Pinnacle Financial Partners, Inc. | 0.27% | — | 263,638 | $36.1M |
| Bank of Hawaii | 1.72% | Add +5.5% | 253,786 | $34.8M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -9.6% | 252,692 | $34.6M |
| Moneta Group Investment Advisors LLC | 0.25% | Add +2.4% | 243,599 | $33.4M |
| Badgley Phelps Wealth Managers, LLC | 0.60% | Add +1.6% | 240,319 | $32.9M |
| HighTower Advisors, LLC | 0.04% | Reduce -29.2% | 235,326 | $32.2M |
| Orion Porfolio Solutions, LLC | 0.23% | Add +18.3% | 230,638 | $31.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +16.2% | 227,790 | $31.2M |
| GenWealth Group, Inc. | 4.91% | Add +9.7% | 202,807 | $28.8M |
| Natixis Advisors, LLC | 0.04% | Add +13.1% | 209,395 | $28.7M |
| Lido Advisors, LLC | 0.11% | Reduce -4.8% | 204,291 | $28.3M |
| RTD Financial Advisors, Inc. | 3.42% | Reduce -1.7% | 204,802 | $28.0M |
| Oppenheimer & Co. Inc. | 0.40% | Reduce -0.0% | 204,509 | $28.0M |
| Fifth Third Bancorp | 0.09% | Reduce -2.2% | 201,949 | $27.7M |
| Hantz Financial Services, Inc. | 0.41% | Add +11.1% | 201,602 | $27.6M |
| Bank of Montreal | 0.01% | Add +24.2% | 192,207 | $26.3M |
| EP Wealth Advisors, LLC | 0.14% | — | 189,742 | $26.0M |
| Kestra Advisory Services, LLC | 0.11% | Add +17.2% | 189,261 | $25.9M |
| MAI Capital Management | 0.15% | Add +40.9% | 187,872 | $25.7M |
| Accredited Investors Inc. | 1.36% | Reduce -6.8% | 187,039 | $25.6M |
| SVB Wealth LLC | 1.50% | Reduce -2.3% | 185,968 | $25.5M |
| Bokf, NA | 0.39% | Add +4.3% | 184,476 | $25.3M |
| Integrated Investment Consultants, LLC | 4.86% | Reduce -45.5% | 180,699 | $24.7M |
| Waverly Advisors, LLC | 0.20% | Add +6.6% | 176,065 | $24.1M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +0.9% | 175,314 | $24.0M |
| Keybank National Association | 0.08% | Reduce -2.4% | 171,633 | $23.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.06% | Add +354.1% | 169,470 | $23.2M |
| HSBC Holdings PLC | 0.01% | New | 168,785 | $23.1M |
| Corient Private Wealth LP | 0.03% | Add +3.3% | 167,966 | $23.0M |
| Washington Trust Bank | 1.59% | Add +934.5% | 165,647 | $22.7M |
| Stifel Financial Corp. | 0.02% | Add +8.3% | 162,151 | $22.2M |
| Parkway Wealth Management Group, LLC | 2.98% | — | 161,980 | $22.2M |
| Brown Advisory Inc. | 0.03% | Add +11.9% | 161,817 | $22.2M |
| MML Investors Services, LLC | 0.05% | Reduce -6.5% | 159,511 | $21.8M |
| Midwest Trust Co | 0.27% | Add +1.1% | 155,267 | $21.3M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +6.0% | 147,839 | $20.2M |
| Bishop & Co Investment Management, LLC | 6.51% | Add +0.1% | 143,562 | $19.7M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -48.1% | 141,603 | $19.4M |
| Mechanics Bank Trust Department | 2.50% | Add +3.1% | 139,533 | $19.1M |
| Allworth Financial LP | 0.08% | Add +1744.9% | 139,089 | $19.0M |
| Northern Trust Corp. | 0.00% | Reduce -6.5% | 137,677 | $18.9M |
| Whitaker-Myers Wealth Managers, LTD. | 3.88% | Add +0.0% | 135,833 | $18.6M |
| Private Advisor Group, LLC | 0.09% | Add +0.3% | 133,716 | $18.3M |
| LBJ Family Wealth Advisors, Ltd. | 10.01% | Reduce -0.2% | 132,966 | $18.2M |
| Falcon Wealth Planning | 1.48% | Add +3.7% | 128,529 | $17.6M |
| One Capital Management, LLC | 0.52% | Reduce -5.3% | 126,367 | $17.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.2% | 119,923 | $17.0M |
| Diversified Management Inc. | 3.90% | — | 122,151 | $16.7M |
| Bank of New York Mellon Corp | 0.00% | Add +8.8% | 116,606 | $16.0M |
| Captrust Financial Advisors | 0.03% | Reduce -22.6% | 116,309 | $15.9M |
| Financial Partners Group, Inc | 1.82% | Reduce -14.2% | 116,259 | $15.8M |
| Avantax Planning Partners, Inc. | 0.44% | Reduce -2.2% | 114,388 | $15.7M |
| JMG Financial Group, Ltd. | 0.44% | Reduce -2.3% | 113,520 | $15.5M |
| Curi Capital, LLC | 0.27% | Reduce -0.0% | 113,010 | $15.5M |
| Stonebridge Financial Group, LLC | 1.31% | Add +1.8% | 111,987 | $15.3M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Add +0.0% | 108,375 | $14.8M |
| HUB Investment Partners, LLC | 0.40% | Reduce -3.3% | 106,707 | $14.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.28% | Reduce -9.3% | 106,403 | $14.6M |
| Sanctuary Advisors, LLC | 0.08% | Add +9.2% | 105,169 | $14.4M |
| United Capital Management of KS, Inc. | 1.96% | Add +0.5% | 102,279 | $14.0M |
| Connecticut Wealth Management, LLC | 0.60% | No change | 100,791 | $13.8M |
| LMG Wealth Partners, LLC | 2.54% | Add +0.7% | 99,396 | $13.6M |
| Future Fund LLC | 4.29% | No change | 99,049 | $13.6M |
| First Citizens Asset Management, Inc. | 4.73% | Add +1.6% | 98,886 | $13.5M |
| NewEdge Advisors, LLC | 0.05% | Add +3.5% | 96,046 | $13.2M |
| AE Wealth Management LLC | 0.07% | Add +6.7% | 95,214 | $13.0M |
| &partners | 0.07% | Add +44.7% | 94,181 | $12.9M |
| Canandaigua National Bank & Trust Co. | 1.15% | Add +4.5% | 93,677 | $12.8M |
| Farmers & Merchants Investments Inc. | 0.35% | Reduce -0.1% | 93,501 | $12.8M |
| Pathstone Holdings, LLC | 0.05% | Reduce -2.6% | 92,617 | $12.7M |
| Cwm, LLC | 0.03% | Add +4.1% | 91,783 | $12.6M |
| Clearbridge Investments, LLC | 0.01% | Add +617.5% | 91,708 | $12.6M |
| VestGen Advisors, LLC | 0.53% | Add +6.5% | 91,328 | $12.5M |
| NorthRock Partners, LLC | 0.21% | Reduce -2.1% | 90,582 | $12.4M |
| Occidental Asset Management, LLC | 1.48% | Add +0.8% | 89,735 | $12.3M |
| Mesirow Financial Investment Management, Inc. | 0.25% | Reduce -37.4% | 89,423 | $12.2M |
| Southern Capital Advisors, LLC | 5.64% | Add +2.3% | 89,262 | $12.2M |
| Mill Creek Capital Advisors, LLC | 0.24% | Reduce -2.7% | 87,651 | $12.0M |
| Heck Capital Advisors, LLC | 0.85% | Add +3.9% | 83,437 | $11.4M |
| XML Financial, LLC | 0.90% | Reduce -1.1% | 80,517 | $11.0M |
| Argent Trust Co | 0.38% | Add +1.3% | 80,256 | $11.0M |
| Whitegate Investment Counselors, Inc. | 3.38% | Add +0.4% | 79,015 | $10.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +17.2% | 78,580 | $10.8M |
| Legacy Edge Advisors, LLC | 1.17% | Add +1.7% | 78,188 | $10.7M |
| WestHill Financial Advisors, Inc. | 1.99% | Add +0.9% | 76,421 | $10.5M |
| Prosperity Consulting Group, LLC | 0.47% | Add +37.3% | 76,396 | $10.5M |
| MidFirst Bank | 0.83% | — | 76,013 | $10.4M |
| First National Trust Co | 0.34% | Add +45.8% | 74,399 | $10.2M |
| IFP Advisors, Inc | 0.23% | Add +4.9% | 74,087 | $10.1M |
| Nuveen, LLC | 0.00% | Reduce -35.0% | 71,151 | $9.7M |
| Petra Financial Advisors Inc. | 5.69% | Reduce -2.6% | 70,751 | $9.7M |
| Cerity Partners LLC | 0.01% | Add +27.8% | 70,732 | $9.7M |
| Park Avenue Securities LLC | 0.08% | Add +64.3% | 70,580 | $9.7M |
| UMB Bank, n.a. | 0.13% | Reduce -5.6% | 68,865 | $9.4M |
| First Merchants Corp. | 0.35% | Reduce -0.5% | 68,672 | $9.4M |
| Corundum Group, Inc. | 3.15% | Add +26.9% | 68,587 | $9.4M |
| Sterling Capital Management LLC | 0.15% | Reduce -3.1% | 68,237 | $9.3M |
| Sequent Asset Management, LLC | 4.09% | No change | 67,200 | $9.2M |
| IHT Wealth Management, LLC | 0.22% | Add +100.0% | 66,259 | $9.1M |
| First Foundation Advisors | 0.34% | Reduce -3.1% | 65,241 | $8.9M |
| Jacobi Capital Management LLC | 0.52% | Reduce -68.7% | 65,109 | $8.9M |
| Sowell Financial Services LLC | 0.33% | Reduce -4.9% | 64,795 | $8.9M |
| Stock Yards Bank & Trust Co. | 0.27% | Reduce -1.4% | 64,776 | $8.9M |
| Geneva Capital Management LLC | 0.17% | Add +347.2% | 64,663 | $8.9M |
| FineMark National Bank & Trust | 0.27% | Add +56.8% | 64,014 | $8.8M |
| KMG Fiduciary Partners, LLC | 0.62% | Add +0.0% | 63,650 | $8.7M |
| Private Wealth Asset Management, LLC | 0.92% | Reduce -1.3% | 61,809 | $8.5M |
| First Horizon Corp. | 0.38% | Add +42.2% | 61,337 | $8.4M |
| Crescent Grove Advisors, LLC | 0.80% | Add +0.0% | 61,332 | $8.4M |
| Clear Harbor Asset Management, LLC | 0.55% | Add +1.2% | 59,216 | $8.1M |
| Stevens Capital Partners | 2.12% | Add +0.3% | 59,016 | $8.1M |
| GHP Investment Advisors, Inc. | 0.33% | Reduce -0.3% | 58,268 | $8.0M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -4.7% | 58,018 | $7.9M |
| Citigroup Inc. | 0.01% | Add +74.6% | 57,963 | $7.9M |
| Sterling Manor Financial, LLC | 4.95% | Add +0.2% | 57,924 | $7.9M |
| Piedmont Capital Management, LLC | 4.03% | Reduce -0.3% | 57,629 | $7.9M |
| Retirement Management Systems Inc. | 1.95% | — | 55,634 | $7.6M |
| Two Sigma Investments, LP | 0.01% | New | 54,700 | $7.5M |
| Three Bearings Fiduciary Advisors, Inc. | 6.92% | — | 54,561 | $7.4M |
| J.W. Cole Advisors, Inc. | 0.17% | Reduce -10.3% | 55,923 | $7.2M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.3% | 52,385 | $7.2M |
| Powell Investment Advisors, LLC | 2.44% | Reduce -1.7% | 51,636 | $7.1M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -4.2% | 51,584 | $7.1M |
| Condor Capital Management | 0.57% | Add +2.0% | 51,145 | $7.0M |
| Clearstead Advisors, LLC | 0.09% | Add +0.0% | 50,848 | $7.0M |
| Monument Capital Management | 1.73% | Add +5.6% | 50,810 | $7.0M |
| Mainsail Financial Group, LLC | 2.87% | Add +2.4% | 50,416 | $6.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +6.1% | 49,708 | $6.8M |
| Conning Inc. | 0.24% | Add +1.2% | 49,023 | $6.7M |
| TD Private Client Wealth LLC | 0.14% | Add +38.4% | 48,896 | $6.7M |
| Peapack Gladstone Financial Corp. | 0.08% | Reduce -4.8% | 48,624 | $6.7M |
| Advisors Capital Management, LLC | 0.08% | Add +29.6% | 47,996 | $6.6M |
| Phoenix Financial Ltd. | 0.07% | Reduce -0.6% | 47,562 | $6.5M |
| Fifth Third Securities, Inc. | 0.42% | Add +6.3% | 47,200 | $6.5M |
| Johnson Financial Group, Inc. | 0.24% | Add +0.1% | 46,446 | $6.4M |
| Freestone Capital Holdings, LLC | 0.19% | Reduce -12.4% | 46,321 | $6.3M |
| Vance Wealth, LLC | 1.88% | Add +0.0% | 46,130 | $6.3M |
| Tocqueville Asset Management L.P. | 0.09% | Reduce -1.0% | 45,908 | $6.3M |
| McAdam, LLC | 0.29% | Add +2.3% | 45,825 | $6.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.84% | Add +9.2% | 45,557 | $6.2M |
| Bessemer Group Inc. | 0.01% | Reduce -2.2% | 45,361 | $6.2M |
| Fidelis Capital Partners, LLC | 0.45% | Add +28.9% | 45,223 | $6.2M |
| Blair William & Co. | 0.02% | Reduce -5.9% | 44,520 | $6.1M |
| Old National Bancorp | 0.10% | Add +4.7% | 43,845 | $6.0M |
| TAGStone Capital, Inc. | 2.23% | Add +1.4% | 43,730 | $6.0M |
| CreativeOne Wealth, LLC | 0.14% | Add +11.2% | 43,565 | $6.0M |
| Capital Group Private Client Services, Inc. | 0.09% | Reduce -0.0% | 43,466 | $6.0M |
| Hilltop National Bank | 1.44% | Add +0.6% | 43,404 | $5.9M |
| Investment Partners, LTD. | 2.07% | Add +4.5% | 43,240 | $5.9M |
| Ticino Wealth | 2.18% | — | 42,941 | $5.9M |
| Coldstream Capital Management Inc. | 0.07% | Add +5.5% | 41,790 | $5.7M |
| Quantinno Capital Management LP | 0.01% | Add +42.5% | 41,678 | $5.7M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +698.5% | 41,466 | $5.7M |
| Sigma Planning Corp | 0.16% | Add +10.4% | 40,959 | $5.6M |
| First National Bank of Omaha | 0.17% | Add +212.3% | 40,632 | $5.6M |
| rebel Financial LLC | 2.39% | Add +0.0% | 40,831 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.8% | 40,602 | $5.6M |
| Lee Financial Co | 0.75% | Reduce -3.9% | 40,719 | $5.6M |
| Meridian Wealth Management, LLC | 0.19% | Add +2.2% | 40,270 | $5.5M |
| Savant Capital, LLC | 0.03% | Add +14.9% | 40,138 | $5.5M |
| Regions Financial Corp. | 0.03% | Reduce -0.3% | 38,370 | $5.3M |
| Merit Financial Group, LLC | 0.04% | Add +193.5% | 38,364 | $5.3M |
| SOA Wealth Advisors, LLC. | 0.85% | Add +9.2% | 37,717 | $5.2M |
| Brady Martz Wealth Solutions, LLC | 0.91% | Add +0.0% | 37,700 | $5.2M |
| Gladstone Institutional Advisory LLC | 0.19% | Reduce -27.3% | 37,443 | $5.1M |
| Level Four Advisory Services, LLC | 0.17% | Add +25.7% | 37,334 | $5.1M |
| Acima Private Wealth, LLC | 1.58% | No change | 37,139 | $5.1M |
| Kingswood Wealth Advisors, LLC | 0.25% | Add +5.5% | 37,118 | $5.1M |
| Harbour Investments, Inc. | 0.10% | Add +4.7% | 36,595 | $5.0M |
| Saiph Capital, LLC | 1.80% | Reduce -3.9% | 36,573 | $5.0M |
| Weinberger Asset Management, Inc | 1.80% | Add +1.1% | 36,490 | $5.0M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -0.5% | 36,328 | $5.0M |
| Advisory Services Network, LLC | 0.07% | Add +79.7% | 36,046 | $4.9M |
| Summit Financial, LLC | 0.07% | Add +10.9% | 36,017 | $4.9M |
| Councilor Wealth, LLC | 2.33% | Reduce -1.9% | 36,016 | $4.9M |
| Harbor Investment Advisory, LLC | 0.36% | Add +2.4% | 35,252 | $4.8M |
| Equitable Trust Co. | 0.21% | Add +2.2% | 35,092 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.1% | 34,825 | $4.8M |
| Burns Matteson Capital Management, LLC | 1.91% | Reduce -0.1% | 34,796 | $4.8M |
| BlackRock, Inc. | 0.00% | Add +38.3% | 34,219 | $4.7M |
| Beacon Bank & Trust | 0.95% | Reduce -3.0% | 34,195 | $4.7M |
| Cresset Asset Management, LLC | 0.02% | Add +3.5% | 33,803 | $4.6M |
| Processus Wealth & Capital Management, LLC | 3.04% | Add +7.1% | 33,687 | $4.6M |
| Widmann Financial Services, Inc. | 2.80% | Add +4.6% | 33,396 | $4.6M |
| Atlas Brown,Inc. | 1.36% | Reduce -0.5% | 33,301 | $4.6M |
| Courier Capital LLC | 0.25% | Reduce -2.0% | 32,936 | $4.5M |
| USAdvisors Wealth Management, LLC | 1.48% | Add +9.7% | 32,879 | $4.5M |
| LWM Advisors Inc. | 3.95% | Add +2.9% | 32,816 | $4.5M |
| Atlantic Union Bankshares Corp | 0.08% | Add +67.7% | 32,786 | $4.5M |
| HMS Capital Management, LLC | 1.85% | Add +2.0% | 32,665 | $4.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +200.4% | 31,872 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 32,086 | $4.4M |
| Renaissance Technologies | 0.01% | Add +347.1% | 31,300 | $4.3M |
| Hofer & Associates. Inc | 2.26% | Add +2.6% | 31,136 | $4.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +1.3% | 31,048 | $4.3M |
| Vision Capital Management, Inc. | 0.51% | No change | 30,767 | $4.2M |
| Eukles Asset Management | 1.62% | Reduce -1.0% | 30,368 | $4.2M |
| United Capital Financial Advisors, LLC | 0.03% | Add +22.1% | 30,329 | $4.2M |
| Arcadia Wealth Management, LLC | 1.52% | Reduce -1.2% | 29,762 | $4.1M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Add +3.2% | 29,670 | $4.1M |
| Certified Advisory Corp | 0.37% | Add +2.5% | 29,268 | $4.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.7% | 29,080 | $4.0M |
| Kelsey Financial, LLC | 3.38% | — | 28,770 | $3.9M |
| HM Payson & Co. | 0.06% | Reduce -0.1% | 28,493 | $3.9M |
| DF Dent & Co. Inc. | 0.06% | New | 28,433 | $3.9M |
| Prospera Financial Services Inc | 0.06% | Reduce -1.6% | 28,324 | $3.9M |
| ARK & TLK Investments, LLC | 1.06% | No change | 28,196 | $3.9M |
| Arkadios Wealth Advisors | 0.08% | Add +25.1% | 28,147 | $3.9M |
| MV Capital Management, Inc. | 0.36% | Reduce -6.7% | 27,536 | $3.8M |
| Tennessee Valley Asset Management Partners | 0.49% | Add +1.3% | 27,498 | $3.8M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Reduce -0.9% | 27,252 | $3.7M |
| Essex Financial Services, Inc. | 0.21% | Add +8.8% | 27,211 | $3.7M |
| Auour Investments LLC | 1.17% | Add +60.5% | 26,878 | $3.7M |
| Mathes Company, Inc. | 1.31% | Reduce -7.0% | 26,603 | $3.6M |
| McKinley Carter Wealth Services, Inc. | 0.20% | Reduce -11.9% | 26,441 | $3.6M |
| Wesbanco Bank Inc. | 0.10% | Add +0.4% | 26,256 | $3.6M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 26,254 | $3.6M |
| Tolleson Wealth Management, Inc. | 0.52% | No change | 26,171 | $3.6M |
| Western Wealth Management, LLC | 0.16% | Add +84.8% | 25,449 | $3.5M |
| Glenmede Trust Co. NA | 0.02% | — | 25,308 | $3.5M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -6.8% | 25,306 | $3.5M |
| Becker Capital Management Inc. | 0.10% | No change | 25,201 | $3.5M |
| Intergy Private Wealth, LLC | 1.04% | Add +1.9% | 25,116 | $3.4M |
| Eagle Strategies LLC | 0.44% | Add +0.2% | 25,096 | $3.4M |
| Atria Investments, Inc | 0.04% | Add +90.9% | 25,087 | $3.4M |
| Choreo, LLC | 0.04% | Reduce -1.3% | 24,793 | $3.4M |
| Wellington Management Group LLP | 0.00% | New | 24,355 | $3.3M |
| Stone Wealth Partners | 2.95% | — | 24,224 | $3.3M |
| Thoroughbred Financial Services, LLC | 0.19% | Add +0.1% | 24,031 | $3.3M |
| Avior Wealth Management, LLC | 0.10% | Reduce -6.9% | 24,112 | $3.3M |
| Glenview Trust Co | 0.05% | Add +0.5% | 23,934 | $3.3M |
| Intrepid Financial Planning Group LLC | 1.24% | Add +0.1% | 23,845 | $3.3M |
| Capital Investment Counsel, LLC | 0.45% | Add +6.2% | 23,503 | $3.2M |
| Bleakley Financial Group, LLC | 0.06% | Add +7.9% | 23,373 | $3.2M |
| MSH Capital Advisors LLC | 0.68% | Reduce -0.1% | 23,284 | $3.2M |
| Summit Wealth Group LLC / Co. | 0.42% | New | 23,280 | $3.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +36.7% | 23,151 | $3.2M |
| Global Retirement Partners, LLC | 0.06% | Add +39.2% | 22,993 | $3.1M |
| Element Wealth, LLC | 1.28% | Reduce -4.4% | 22,641 | $3.1M |
| Mutual Advisors, LLC | 0.07% | Add +10.2% | 22,566 | $3.1M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.5% | 22,398 | $3.1M |
| Laurel Oak Wealth Management, LLC | 0.52% | — | 22,372 | $3.1M |
| Ballew Advisors, Inc | 1.72% | Add +1.0% | 21,642 | $3.1M |
| Kingdom Financial Group LLC. | 0.94% | Add +159.3% | 22,307 | $3.1M |
| Ducere Wealth Management LLC | 1.18% | — | 22,246 | $3.0M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.5% | 22,126 | $3.0M |
| Beam Wealth Advisors, Inc. | 0.83% | Reduce -3.0% | 22,025 | $3.0M |
| Biondo Investment Advisors, LLC | 0.36% | Add +3.2% | 21,785 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +83.0% | 21,659 | $3.0M |
| Lowery Thomas, LLC | 1.67% | Reduce -0.2% | 21,526 | $2.9M |
| JPL Wealth Management, LLC | 0.71% | Reduce -22.0% | 21,390 | $2.9M |
| Veridan Wealth LLC | 0.98% | Add +1.4% | 21,382 | $2.9M |
| Parallel Advisors, LLC | 0.05% | Add +29.4% | 20,401 | $2.8M |
| Wealthedge Investment Advisors, LLC | 1.03% | Add +0.4% | 20,355 | $2.8M |
| Pointe Capital Management LLC | 1.36% | Add +8.1% | 20,034 | $2.7M |
| Wealth Management Nebraska | 0.31% | Reduce -3.0% | 19,850 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.5% | 19,711 | $2.7M |
| MCF Advisors LLC | 0.15% | Reduce -0.1% | 19,642 | $2.7M |
| Paragon Financial Partners, Inc. | 1.59% | Add +0.1% | 18,909 | $2.6M |
| Naviter Wealth, LLC | 0.34% | No change | 18,819 | $2.6M |
| Broadleaf Partners, LLC | 0.54% | Add +1.2% | 18,633 | $2.6M |
| Westfield Capital Management Co. LP | 0.01% | Add +1168.6% | 18,280 | $2.5M |
| AQR Capital Management | 0.00% | Add +103.2% | 18,254 | $2.5M |
| Sierra Capital LLC | 0.26% | Add +0.0% | 18,144 | $2.5M |
| Rathbones Group PLC | 0.01% | Reduce -14.5% | 18,047 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Add +1.4% | 17,927 | $2.5M |
| Integrity Alliance, Llc. | 0.09% | Add +144.7% | 17,777 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +22.9% | 17,662 | $2.4M |
| Innealta Capital, LLC | 1.31% | Reduce -36.7% | 17,618 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +1.3% | 17,437 | $2.4M |
| Nadler Financial Group, Inc. | 0.22% | No change | 17,385 | $2.4M |
| Amarillo National Bank | 0.42% | No change | 17,370 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | Add +0.1% | 17,286 | $2.4M |
| Dominguez Wealth Management Solutions, Inc. | 1.44% | Add +4.2% | 17,224 | $2.4M |
| Brown Brothers Harriman & Co. | 0.01% | Add +1.8% | 17,014 | $2.3M |
| Post Resch Tallon Group Inc. | 1.97% | Add +2.5% | 16,989 | $2.3M |
| Builder Investment Group Inc. | 0.50% | Reduce -0.8% | 16,911 | $2.3M |
| Ascentis Independent Advisors | 0.37% | Reduce -14.3% | 16,882 | $2.3M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -12.6% | 16,878 | $2.3M |
| Nwam LLC | 0.13% | Reduce -12.3% | 16,547 | $2.3M |
| Allegheny Financial Group | 0.34% | Add +2.0% | 16,620 | $2.3M |
| Total Clarity Wealth Management, Inc. | 0.55% | Reduce -5.7% | 16,609 | $2.3M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -13.7% | 16,597 | $2.3M |
| Horst & Graben Wealth Management LLC | 0.34% | Add +1.3% | 16,416 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +29.8% | 16,403 | $2.2M |
| Insight 2811, Inc. | 0.99% | Reduce -2.4% | 16,377 | $2.2M |
| LifeWealth Investments, LLC | 0.71% | Add +14.4% | 16,261 | $2.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.62% | Add +22.0% | 16,244 | $2.2M |
| Shakespeare Wealth Management, LLC | 0.49% | Reduce -1.4% | 16,189 | $2.2M |
| BCS Wealth Management | 0.22% | New | 16,184 | $2.2M |
| Nvest Financial, LLC | 0.91% | Add +27.8% | 16,027 | $2.2M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -3.0% | 16,016 | $2.2M |
| Castleark Management LLC | 0.06% | No change | 16,000 | $2.2M |
| Simplicity Wealth,LLC | 0.13% | Add +20.7% | 15,932 | $2.2M |
| Kanawha Capital Management LLC | 0.15% | No change | 15,824 | $2.2M |
| Howard Bailey Securities, LLC | 0.85% | Add +9.9% | 15,774 | $2.2M |
| Nicolet Advisory Services, LLC | 0.14% | Add +149.2% | 15,203 | $2.1M |
| Evergreen Capital Management LLC | 0.05% | Add +20.4% | 15,498 | $2.1M |
| First National Bank Sioux Falls | 0.63% | No change | 15,290 | $2.1M |
| Claro Advisors Inc. | 0.29% | Reduce -1.6% | 15,280 | $2.1M |
| Global Strategic Investment Solutions, LLC | 0.20% | Reduce -0.0% | 14,940 | $2.0M |
| Brookstone Capital Management | 0.02% | Reduce -24.7% | 14,888 | $2.0M |
| Global Trust Wealth Management LLC | 1.50% | — | 14,802 | $2.0M |
| Rehmann Capital Advisory Group | 0.11% | Add +4.5% | 14,726 | $2.0M |
| Spire Wealth Management | 0.07% | Add +13.9% | 14,674 | $2.0M |
| MWA Asset Management | 1.12% | Reduce -2.5% | 14,658 | $2.0M |
| Procyon Advisors, LLC | 0.10% | Add +0.6% | 14,508 | $2.0M |
| Cooper Financial Group | 0.21% | Reduce -7.0% | 14,476 | $2.0M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -1.8% | 14,446 | $2.0M |
| Serenity Investment Advisors | 1.15% | — | 14,107 | $2.0M |
| Passumpsic Savings Bank | 1.07% | — | 14,289 | $2.0M |
| Dentgroup LLC | 1.34% | Reduce -2.7% | 14,221 | $1.9M |
| IFC Advisors LLC | 0.28% | No change | 14,171 | $1.9M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -3.6% | 14,161 | $1.9M |
| Bradley Foster & Sargent Inc. | 0.03% | Add +1.4% | 13,851 | $1.9M |
| Aspiriant, LLC | 0.05% | Add +11.8% | 13,757 | $1.9M |
| Pilgrim Partners Asia Pte Ltd | 0.91% | Reduce -5.7% | 13,750 | $1.9M |
| Northeast Planning Associates, Inc. / NH / | 1.33% | Add +2.9% | 13,715 | $1.9M |
| Ieq Capital, LLC | 0.01% | Reduce -2.4% | 13,635 | $1.9M |
| Strategic Advocates LLC | 0.48% | Reduce -1.6% | 13,434 | $1.9M |
| Independent Financial Group, LLC | 0.04% | Reduce -5.8% | 13,551 | $1.9M |
| Tradition Wealth Management, LLC | 0.13% | No change | 13,498 | $1.8M |
| StoneX Group Inc. | 0.08% | Add +6.2% | 13,404 | $1.8M |
| Cordatus Wealth Management LLC | 0.43% | Reduce -4.7% | 13,485 | $1.8M |
| American Wealth Advisors, LLC | 1.81% | Reduce -1.9% | 13,462 | $1.8M |
| Trust Point Inc. | 0.15% | Add +0.1% | 13,413 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 13,412 | $1.8M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | No change | 13,400 | $1.8M |
| Private Trust Co. NA | 0.16% | Reduce -19.1% | 13,378 | $1.8M |
| 1ST Source Bank | 0.10% | Reduce -5.7% | 13,309 | $1.8M |
| BTC Capital Management, Inc. | 0.13% | Add +2.8% | 13,305 | $1.8M |
| Composition Wealth, LLC | 0.03% | Reduce -2.9% | 13,091 | $1.8M |
| Cordgrass Capital Advisors, LLC | 0.42% | No change | 12,910 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +0.6% | 12,884 | $1.8M |
| Capital Squared Financial LLC | 1.36% | Add +3.8% | 12,709 | $1.7M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -0.4% | 12,321 | $1.7M |
| Highland Capital Management, LLC | 0.09% | Reduce -0.5% | 12,497 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +2.7% | 12,456 | $1.7M |
| Sage Financial Group Inc. | 0.11% | Reduce -0.8% | 12,327 | $1.7M |
| Rossmore Private Capital | 0.15% | Add +126.8% | 12,312 | $1.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.28% | Add +11.1% | 12,304 | $1.7M |
| Allstreet Capital Advisors LLC | 1.20% | — | 12,124 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.06% | Reduce -0.0% | 12,124 | $1.7M |
| Thomasville National Bank | 0.10% | Add +5.5% | 12,121 | $1.7M |
| United Advisor Group, LLC | 0.21% | New | 11,987 | $1.6M |
| Golden State Wealth Management, LLC | 0.17% | Reduce -0.2% | 11,917 | $1.6M |
| Clarion Wealth Managment Partners, LLC | 1.49% | Reduce -4.9% | 11,782 | $1.6M |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -2.3% | 11,726 | $1.6M |
| Financial Freedom, LLC | 0.80% | Reduce -6.5% | 11,716 | $1.6M |
| Consolidated Investment Group LLC | 0.19% | No change | 11,700 | $1.6M |
| Venture Visionary Partners LLC | 0.05% | Add +0.0% | 11,656 | $1.6M |
| Willner & Heller, LLC | 1.14% | Add +0.7% | 11,602 | $1.6M |
| Lifelong Wealth Advisors, Inc. | 0.42% | Reduce -1.8% | 11,532 | $1.6M |
| Betterment LLC | 0.00% | Add +43.1% | 11,508 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -3.5% | 11,378 | $1.6M |
| LWM Advisory Services, LLC | 0.91% | Reduce -5.3% | 11,372 | $1.6M |
| Clearstead Trust, LLC | 0.24% | No change | 11,329 | $1.6M |
| Friday Financial | 0.55% | Reduce -9.1% | 11,291 | $1.5M |
| Luts & Greenleigh Group, Inc. | 1.31% | Add +1.3% | 11,281 | $1.5M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 10,876 | $1.5M |
| Saxon Interests, Inc. | 0.54% | Reduce -54.6% | 11,243 | $1.5M |
| Rovin Capital /Ut/ | 0.41% | Add +2.2% | 11,223 | $1.5M |
| BLB&B Advisors, LLC | 0.06% | Add +67.3% | 11,216 | $1.5M |
| FAS Wealth Partners, Inc. | 0.10% | Add +1.8% | 11,144 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +0.1% | 11,049 | $1.5M |
| Mgo One Seven LLC | 0.03% | Add +220.9% | 11,036 | $1.5M |
| Fiduciary Trust Co | 0.02% | Reduce -5.4% | 10,984 | $1.5M |
| Greenline Wealth Management LLC | 1.55% | — | 10,917 | $1.5M |
| Ancora Advisors LLC | 0.03% | No change | 10,881 | $1.5M |
| Cornerstone Financial Management LLC | 1.39% | — | 10,808 | $1.5M |
| Mission Wealth Management, LP | 0.03% | Add +7.8% | 10,796 | $1.5M |
| Whittier Trust Co. | 0.02% | No change | 10,329 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.53% | Reduce -2.7% | 10,685 | $1.5M |
| One Day In July LLC | 0.12% | Reduce -0.4% | 10,645 | $1.5M |
| James J. Burns & Company, LLC | 0.20% | Add +1.1% | 10,638 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +2.6% | 10,575 | $1.4M |
| Eldridge Investment Advisors, Inc. | 0.32% | No change | 10,548 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Add +30.3% | 10,485 | $1.4M |
| Taylor & Morgan Wealth Management, LLC | 0.80% | Reduce -0.0% | 10,466 | $1.4M |
| Cadence Bank | 0.08% | No change | 10,257 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -49.2% | 10,189 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -3.9% | 10,121 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Reduce -2.2% | 10,109 | $1.4M |
| Twin Focus Capital Partners, LLC | 0.16% | Add +121.9% | 10,083 | $1.4M |
| Cranbrook Wealth Management, LLC | 0.27% | No change | 10,035 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Add +37.6% | 10,016 | $1.4M |
| Dynamic Financial Group | 1.16% | Add +1.3% | 9,966 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +6.3% | 9,779 | $1.3M |
| Sax Wealth Advisors, LLC | 0.06% | Reduce -15.2% | 9,709 | $1.3M |
| Fort Washington Investment Advisors Inc. | 0.01% | New | 9,705 | $1.3M |
| Proactive Wealth Strategies LLC | 0.53% | Reduce -0.3% | 9,690 | $1.3M |
| Walsh & Associates, LLC | 1.30% | — | 9,661 | $1.3M |
| CENTRAL TRUST Co | 0.03% | No change | 9,645 | $1.3M |
| Founders Financial Securities LLC | 0.08% | Add +36.4% | 9,626 | $1.3M |
| PGIM Custom Harvest LLC | 0.02% | Add +2.2% | 9,527 | $1.3M |
| AlTi Global, Inc. | 0.03% | Reduce -3.7% | 9,445 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.14% | No change | 9,378 | $1.3M |
| BHK Investment Advisors, LLC | 0.42% | Add +1.0% | 9,351 | $1.3M |
| Arcadia Investment Management Corp. | 0.21% | Add +10.1% | 9,275 | $1.3M |
| Reynders McVeigh Capital Management, LLC | 0.06% | No change | 9,250 | $1.3M |
| Next Capital Management LLC | 0.41% | Add +0.1% | 9,242 | $1.3M |
| Arax Advisory Partners | 0.04% | New | 9,159 | $1.3M |
| Kintra Wealth, LLC | 0.17% | Add +9.7% | 9,144 | $1.3M |
| NewEdge Wealth, LLC | 0.01% | Add +144.5% | 9,109 | $1.2M |
| Duncan Williams Asset Management, LLC | 0.31% | Reduce -0.3% | 9,358 | $1.2M |
| PACK Private Wealth, LLC | 0.57% | No change | 9,031 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Add +3.4% | 9,030 | $1.2M |
| Stonebridge Capital Advisors LLC | 0.09% | Reduce -5.7% | 8,981 | $1.2M |
| Evoke Wealth, LLC | 0.02% | Reduce -9.6% | 8,942 | $1.2M |
| Keel Point, LLC | 0.07% | Reduce -0.5% | 8,864 | $1.2M |
| Roberts Financial Services LLC | 0.38% | Reduce -2.8% | 8,830 | $1.2M |
| Holland Advisory Services, Inc. | 1.63% | Reduce -0.6% | 8,822 | $1.2M |
| Tsfg, LLC | 0.18% | Reduce -10.3% | 8,784 | $1.2M |
| Matters Capital LLC | 0.98% | — | 8,777 | $1.2M |
| Wealth Management Partners, LLC | 0.34% | Reduce -0.4% | 8,705 | $1.2M |
| Orin Green Financial, LLC | 0.48% | Reduce -4.6% | 8,687 | $1.2M |
| Moneco Advisors, LLC | 0.09% | Add +1.0% | 8,562 | $1.2M |
| Asempa Wealth Advisors | 1.00% | — | 8,504 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -1.8% | 8,432 | $1.2M |
| Smith Salley Wealth Management | 0.06% | No change | 8,419 | $1.2M |
| Valued Retirements, Inc. | 1.12% | Add +16.6% | 8,400 | $1.2M |
| Brickley Wealth Management | 0.19% | Reduce -0.0% | 8,391 | $1.1M |
| National Philanthropic Trust | 0.01% | Reduce -20.2% | 8,324 | $1.1M |
| Callan Family Office, LLC | 0.02% | Add +1.0% | 8,252 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -86.5% | 8,215 | $1.1M |
| Capital Square, LLC | 0.57% | Add +2.3% | 8,186 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +2.3% | 8,179 | $1.1M |
| Principal Securities, Inc. | 0.02% | Reduce -4.3% | 8,138 | $1.1M |
| World Investment Advisors | 0.02% | Add +9.4% | 8,123 | $1.1M |
| True Link Financial Advisors, LLC | 0.07% | No change | 8,094 | $1.1M |
| AMJ Financial Wealth Management | 0.27% | Add +3.1% | 8,071 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +49.6% | 8,039 | $1.1M |
| GFS Advisors, LLC | 0.13% | No change | 8,000 | $1.1M |
| Aft, Forsyth & Company, Inc. | 0.47% | Add +0.0% | 7,997 | $1.1M |
| Cadent Capital Advisors, LLC | 0.29% | New | 7,972 | $1.1M |
| Linden Thomas Advisory Services, LLC | 0.11% | New | 7,965 | $1.1M |
| Vise Technologies, Inc. | 0.02% | Add +25.9% | 7,933 | $1.1M |
| Marin Bay Wealth Advisors, LLC | 0.62% | — | 7,896 | $1.1M |
| Bearing Point Capital, LLC | 0.17% | Add +19.3% | 7,887 | $1.1M |
| Essential Investment Partners LLC | 1.01% | — | 7,859 | $1.1M |
| Garrison Point Advisors, LLC | 0.48% | Add +3.2% | 7,858 | $1.1M |
| Rebalance, LLC | 0.06% | Add +0.2% | 7,848 | $1.1M |
| Wedbush Securities Inc. | 0.03% | New | 7,764 | $1.1M |
| Choate Investment Advisors | 0.02% | Reduce -22.9% | 7,760 | $1.1M |
| Atticus Wealth Management, LLC | 0.26% | Add +2.7% | 7,715 | $1.1M |
| Jacobs Equity LLC | 1.02% | — | 7,713 | $1.1M |
| Oarsman Capital, Inc. | 0.14% | No change | 7,683 | $1.1M |
| Alpine Bank Wealth Management | 0.15% | No change | 7,640 | $1.0M |
| Coppell Advisory Solutions LLC | 0.10% | No change | 7,470 | $1.0M |
| Key Financial Inc | 0.19% | No change | 7,505 | $1.0M |
| Fulton Bank, N.A. | 0.04% | No change | 7,471 | $1.0M |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -0.1% | 7,421 | $1.0M |
| Bedel Financial Consulting, Inc. | 0.11% | Add +1.5% | 7,391 | $1.0M |
| Cahaba Wealth Management, Inc. | 0.07% | Add +1.6% | 7,388 | $1.0M |
| LMCG Investments, LLC | 0.06% | Reduce -4.2% | 7,274 | $996K |
| Victory Financial Group, LLC | 0.12% | New | 7,249 | $993K |
| Orleans Capital Management Corp. | 0.61% | New | 7,200 | $986K |
| Affiance Financial, LLC | 0.16% | No change | 7,186 | $984K |
| Harbour Capital Advisors, LLC | 0.20% | No change | 7,105 | $982K |
| Legacy Capital Wealth Partners, LLC | 0.21% | Add +0.9% | 7,070 | $968K |
| Wealth Alliance, LLC | 0.09% | Add +48.7% | 7,046 | $965K |
| Revolve Wealth Partners, LLC | 0.11% | Reduce -4.4% | 7,046 | $965K |
| Linscomb Wealth, Inc. | 0.04% | No change | 7,037 | $964K |
| Legacies Wealth LLC | 0.54% | Add +14.0% | 7,030 | $963K |
| Delta Capital Management LLC | 0.55% | No change | 7,000 | $959K |
| Canandaigua National Trust Co of Florida | 0.60% | Add +2.5% | 6,955 | $952K |
| Brooklyn Investment Group | 0.04% | Add +45.1% | 6,849 | $952K |
| American Trust | 0.08% | Reduce -53.1% | 6,941 | $950K |
| Fortis Capital Advisors, LLC | 0.14% | Reduce -1.1% | 6,897 | $945K |
| Lee, Kelleher & Klein Wealth Management | 0.56% | No change | 6,885 | $943K |
| Gryphon Financial Partners LLC | 0.10% | Add +0.2% | 6,832 | $936K |
| CSM Advisors, LLC | 0.03% | No change | 6,800 | $931K |
| Nicolet Bankshares Inc. | 0.15% | Add +11.4% | 6,748 | $924K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +4.7% | 6,715 | $920K |
| Appleton Partners Inc. | 0.06% | No change | 6,672 | $914K |
| Signaturefd, LLC | 0.01% | Reduce -16.1% | 6,627 | $908K |
| Prosperity Wealth Management, Inc. | 0.30% | Reduce -74.2% | 6,589 | $902K |
| Garden State Investment Advisory Services LLC | 0.21% | Reduce -1.1% | 6,557 | $898K |
| Princeton Global Asset Management LLC | 0.15% | Reduce -0.3% | 6,544 | $896K |
| Clearwave Capital, LLC | 0.66% | — | 6,525 | $894K |
| Parkside Financial Bank & Trust | 0.07% | Add +0.6% | 6,525 | $893K |
| Annex Advisory Services, LLC | 0.02% | Add +0.1% | 6,470 | $886K |
| DAVENPORT & Co LLC | 0.00% | Add +2.9% | 6,469 | $886K |
| Wedgewood Investors Inc. | 1.00% | Reduce -9.6% | 6,414 | $878K |
| Visionary Wealth Advisors | 0.04% | Reduce -5.8% | 6,407 | $877K |
| Stegner Investment Associates Inc. | 0.46% | Add +48.6% | 6,336 | $868K |
| Renasant Bank | 0.59% | Reduce -14.0% | 6,314 | $865K |
| Legacy Bridge, LLC | 0.35% | No change | 6,309 | $864K |
| Stonebridge Financial Planning Group, LLC | 0.31% | Add +0.9% | 6,298 | $862K |
| Wise Wealth Partners | 1.24% | Add +0.0% | 6,291 | $862K |
| Granville Capital, Inc. | 0.45% | — | 6,250 | $856K |
| Davis R M Inc. | 0.01% | No change | 6,176 | $846K |
| Pathway Financial Advisors LLC | 0.11% | No change | 5,950 | $844K |
| Bayban | 0.75% | — | 6,156 | $843K |
| Round Rock Advisors LLC | 0.13% | Reduce -4.4% | 6,149 | $842K |
| Financial Alternatives, Inc | 0.49% | No change | 6,140 | $841K |
| Richardson Capital Management LLC | 0.42% | No change | 6,137 | $840K |
| Pettyjohn, Wood & White, Inc. | 0.13% | No change | 6,074 | $832K |
| First United Bank & Trust | 0.26% | No change | 6,060 | $830K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -15.8% | 6,050 | $828K |
| Viewpoint Capital Management LLC | 0.36% | No change | 6,000 | $822K |
| Midwest Capital Advisors, LLC | 0.39% | Add +0.7% | 5,993 | $821K |
| Magnus Financial Group LLC | 0.06% | Add +5.8% | 5,976 | $818K |
| Olistico Wealth, LLC | 0.40% | Reduce -32.6% | 5,958 | $816K |
| Plancorp, LLC | 0.02% | No change | 5,881 | $805K |
| Greenleaf Trust | 0.01% | No change | 5,876 | $805K |
| RVW Wealth, LLC | 0.06% | New | 5,867 | $803K |
| Leavell Investment Management, Inc. | 0.03% | No change | 5,841 | $800K |
| Associated Banc-Corp | 0.02% | No change | 5,819 | $797K |
| Ellerson Group Inc. | 0.54% | Reduce -72.8% | 5,814 | $796K |
| NTV Asset Management LLC | 0.08% | No change | 5,705 | $781K |
| Liberty Capital Management, Inc. | 0.14% | Add +34.1% | 5,683 | $778K |
| Twin Peaks Wealth Advisors, LLC | 0.23% | Add +34.5% | 5,686 | $777K |
| Heritage Wealth Advisors | 0.03% | No change | 5,652 | $774K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -4.5% | 5,648 | $773K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.4% | 5,637 | $772K |
| OneDigital Investment Advisors LLC | 0.01% | Add +11.7% | 5,527 | $757K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 5,462 | $748K |
| Decker Wealth Management LLC | 0.16% | — | 5,452 | $747K |
| Rockwood Wealth Management, LLC | 0.06% | No change | 5,451 | $746K |
| Allen Investment Management, LLC | 0.01% | No change | 5,439 | $745K |
| NBT Bank, N.A. | 0.05% | No change | 5,409 | $741K |
| Investmark Advisory Group LLC | 0.31% | Add +1.4% | 5,395 | $739K |
| Walled Lake Planning & Wealth Management, LLC | 0.23% | Add +2.0% | 5,394 | $739K |
| Flagship Private Wealth, LLC | 0.29% | Reduce -1.6% | 5,394 | $739K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.1% | 5,331 | $730K |
| Livet Wealth, LLC | 0.45% | — | 5,331 | $730K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 5,325 | $729K |
| Red Tortoise LLC | 0.31% | No change | 5,310 | $727K |
| Rockland Trust Co. | 0.03% | Reduce -2.0% | 5,310 | $727K |
| Global Wealth Strategies & Associates | 0.18% | Reduce -6.7% | 5,306 | $727K |
| Clark Capital Management Group, Inc. | 0.00% | Add +0.8% | 5,218 | $715K |
| LVW Advisors, LLC | 0.07% | New | 5,216 | $714K |
| Ballentine Partners, LLC | 0.01% | Reduce -6.4% | 5,202 | $712K |
| Ruggaard & Associates LLC | 0.28% | No change | 5,200 | $712K |
| Meridian Management Co. | 0.18% | No change | 5,200 | $712K |
| QRG Capital Management, Inc. | 0.01% | Reduce -1.6% | 5,192 | $711K |
| Laffer Tengler Investments, Inc. | 0.12% | No change | 5,178 | $709K |
| White Knight Strategic Wealth Advisors, LLC | 0.52% | Add +0.9% | 5,152 | $706K |
| Gilbert & Cook, Inc. | 0.09% | Add +8.7% | 5,142 | $704K |
| Essex Bank | 0.15% | Reduce -0.3% | 5,128 | $702K |
| Sharkey, Howes & Javer | 0.09% | No change | 5,103 | $699K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +29.3% | 5,100 | $698K |
| L. Roy Papp & Associates, LLP | 0.08% | Add +0.0% | 5,093 | $697K |
| Owen LaRue, LLC | 0.27% | Reduce -1.3% | 5,090 | $697K |
| First Western Trust Bank | 0.03% | Reduce -2.2% | 5,084 | $696K |
| Valmark Advisers, Inc. | 0.01% | Reduce -24.8% | 5,083 | $696K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +12.2% | 5,070 | $694K |
| Bensler, LLC | 0.07% | Reduce -25.6% | 5,068 | $694K |
| Savvy Advisors, Inc. | 0.02% | Reduce -12.3% | 5,052 | $692K |
| Uptick Partners, LLC | 0.15% | Add +89.4% | 5,036 | $690K |
| Contravisory Investment Management, Inc. | 0.14% | Reduce -2.3% | 5,028 | $689K |
| WealthPLAN Partners, LLC | 0.10% | Reduce -2.0% | 5,020 | $687K |
| Foundation Wealth Management, LLC\PA | 0.25% | No change | 5,017 | $687K |
| Manchester Capital Management LLC | 0.09% | Reduce -11.9% | 5,016 | $687K |
| White Pine Capital LLC | 0.19% | No change | 5,012 | $686K |
| October Effect Ltd | 0.76% | Reduce -3.1% | 5,011 | $686K |
| D. E. Shaw & Co. | 0.00% | New | 5,008 | $686K |
| ORG Partners LLC | 0.12% | Add +48.9% | 4,957 | $679K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 4,951 | $678K |
| Bailard, Inc. | 0.01% | No change | 4,929 | $675K |
| Aire Advisors, LLC | 0.12% | No change | 4,831 | $662K |
| WealthCare Investment Partners, LLC | 0.19% | Add +1.4% | 4,768 | $659K |
| Providence Capital Advisors, LLC | 0.11% | Reduce -17.6% | 4,808 | $658K |
| Certuity, LLC | 0.04% | Reduce -2.8% | 4,788 | $656K |
| SouthState Bank Corp | 0.03% | Reduce -12.9% | 4,785 | $655K |
| National Bank of Canada | 0.00% | Reduce -18.7% | 4,759 | $651K |
| Strategic Blueprint, LLC | 0.04% | Reduce -3.9% | 4,751 | $651K |
| Retirement Income Solutions, Inc. | 0.11% | Reduce -12.8% | 4,725 | $647K |
| Colonial Trust Co / SC | 0.09% | Reduce -0.8% | 4,685 | $642K |
| Principle Wealth Partners LLC | 0.04% | No change | 4,670 | $640K |
| Maryland Capital Advisors Inc. | 0.22% | No change | 4,656 | $638K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -0.1% | 4,651 | $637K |
| Advisory Advocates, LLC | 0.63% | — | 4,610 | $631K |
| Elm3 Financial Group, LLC | 0.52% | Add +2.0% | 4,608 | $631K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 4,608 | $631K |
| Values Added Financial LLC | 0.27% | No change | 4,603 | $630K |
| Park Place Capital Corp | 0.13% | Add +35.2% | 4,572 | $626K |
| RFG Advisory, LLC | 0.01% | Reduce -0.4% | 4,510 | $618K |
| Voya Investment Management LLC | 0.00% | Add +54.4% | 4,502 | $617K |
| Citizens Financial Group Inc. | 0.01% | Add +3.4% | 4,489 | $615K |
| Performa Ltd (US), LLC | 0.15% | Add +206.3% | 4,462 | $611K |
| Financial Sense Advisors, Inc. | 0.13% | Add +4.2% | 4,416 | $605K |
| Legacy Advisors, LLC | 0.06% | Add +10.0% | 4,408 | $604K |
| Fiera Capital Corp | 0.00% | Add +47.0% | 4,382 | $600K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.8% | 4,422 | $599K |
| Quadrant Capital Group LLC | 0.02% | No change | 4,314 | $591K |
| Trail Ridge Investment Advisors, LLC | 0.25% | Reduce -3.3% | 4,293 | $588K |
| Key Capital Management, INC | 0.58% | — | 4,290 | $587K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -0.2% | 4,289 | $587K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +14.6% | 4,276 | $586K |
| Chicago Wealth Management, Inc. | 0.23% | Reduce -14.6% | 4,256 | $583K |
| Mosaic Family Wealth Partners, LLC | 0.06% | No change | 4,251 | $582K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.0% | 4,250 | $582K |
| Viawealth, LLC | 0.33% | Reduce -16.7% | 4,236 | $580K |
| Topsail Wealth Management, LLC | 0.09% | Add +1.3% | 4,235 | $580K |
| Icon Wealth Advisors, LLC | 0.04% | No change | 4,195 | $575K |
| Granite Harbor Advisors, Inc. | 0.24% | Add +1.1% | 4,192 | $574K |
| William Allan Corp | 0.32% | New | 4,175 | $572K |
| Integrated Advisors Network LLC | 0.03% | Add +1.8% | 4,119 | $564K |
| Vaughan David Investments LLC | 0.01% | Reduce -19.0% | 4,117 | $564K |
| Werba Rubin Papier Wealth Management | 0.15% | Add +0.1% | 4,097 | $561K |
| Berkshire Asset Management LLC | 0.02% | Reduce -0.4% | 4,096 | $561K |
| Financial Insights, Inc. | 0.19% | Reduce -2.0% | 4,080 | $559K |
| Prestige Wealth Management Group LLC | 0.11% | No change | 4,066 | $557K |
| Fingerlakes Wealth Management, Inc. | 0.35% | Reduce -1.9% | 4,039 | $553K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 4,000 | $548K |
| Smith, Moore & Co. | 0.04% | Reduce -2.0% | 3,989 | $546K |
| Carl P. Sherr & Co., LLC | 0.24% | Reduce -1.1% | 3,970 | $539K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 3,912 | $536K |
| KKM Financial LLC | 0.10% | No change | 3,909 | $535K |
| Snowden Capital Advisors LLC | 0.01% | New | 3,908 | $535K |
| Cohen Capital Management, Inc. | 0.08% | Add +0.0% | 3,899 | $534K |
| Finley Financial, LLC | 0.24% | No change | 3,840 | $526K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -13.9% | 3,714 | $525K |
| Haverford Trust Co | 0.00% | No change | 3,827 | $524K |
| Middleton & Co. Inc. | 0.06% | No change | 3,819 | $523K |
| Skyline Advisors, Inc. | 0.17% | Reduce -0.1% | 3,807 | $521K |
| Stage Harbor Financial, LLC | 0.35% | Add +66.6% | 3,791 | $519K |
| Ullmann Wealth Partners Group, LLC | 0.05% | No change | 3,631 | $516K |
| Sage Capital Advisors,llc | 0.12% | No change | 3,736 | $512K |
| BlueChip Wealth Advisors LLC | 0.21% | No change | 3,724 | $510K |
| Hancock Whitney Corp. | 0.01% | Reduce -8.3% | 3,711 | $508K |
| Focus Financial Network, Inc. | 0.02% | Reduce -81.1% | 3,700 | $507K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -0.1% | 3,671 | $503K |
| City Holding Co. | 0.06% | Add +2.8% | 3,666 | $502K |
| St. Clair Advisors, LLC | 0.13% | No change | 3,658 | $501K |
| Roehl & Yi Investment Advisors, LLC | 0.20% | Add +16.4% | 3,657 | $501K |
| Silver Oak Securities, Incorporated | 0.03% | New | 3,613 | $500K |
| Berman McAleer LLC | 0.07% | No change | 3,649 | $500K |
| FF Advisors,LLC | 0.22% | No change | 3,620 | $496K |
| Cahill Financial Advisors Inc. | 0.05% | No change | 3,614 | $495K |
| BlueSky Wealth Advisors, LLC | 0.07% | Add +0.8% | 3,613 | $495K |
| Anderson Hoagland & Co. | 0.04% | No change | 3,600 | $493K |
| Realta Investment Advisors | 0.16% | Add +396.3% | 3,593 | $492K |
| Texas Yale Capital Corp. | 0.01% | No change | 3,588 | $491K |
| Sage Mountain Advisors LLC | 0.03% | No change | 3,564 | $488K |
| Polaris Investment Advisors, LLC | 0.35% | — | 3,531 | $484K |
| Centaurus Financial, Inc. | 0.02% | Add +9.3% | 3,509 | $481K |
| Simon Quick Advisors, LLC | 0.02% | No change | 3,508 | $480K |
| Aufman Associates Inc | 0.25% | No change | 3,499 | $479K |
| Evercore Wealth Management, LLC | 0.01% | No change | 3,499 | $479K |
| Stratos Investment Management, LLC | 0.02% | Add +0.0% | 3,495 | $479K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.07% | Add +100.0% | 3,366 | $478K |
| Flputnam Investment Management Co. | 0.01% | Add +4.6% | 3,486 | $477K |
| Strategies Wealth Advisors, LLC | 0.05% | Add +0.0% | 3,469 | $475K |
| Independent Advisor Alliance | 0.01% | No change | 3,461 | $474K |
| White Lighthouse Investment Management Inc. | 0.07% | Add +27.4% | 3,461 | $474K |
| Compound Planning, Inc. | 0.01% | Add +138.9% | 3,457 | $473K |
| LongView Wealth Management | 0.11% | Add +1.9% | 3,339 | $472K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -2.6% | 3,410 | $467K |
| Caprock Group, LLC | 0.01% | Add +4.0% | 3,393 | $465K |
| Rhumbline Advisers | 0.00% | New | 3,380 | $463K |
| Burke & Herbert Bank & Trust Co. | 0.13% | Reduce -65.3% | 3,377 | $462K |
| PFG Investments, LLC | 0.02% | Add +15.3% | 3,359 | $460K |
| Moss Adams Wealth Advisors LLC | 0.03% | Reduce -0.9% | 3,340 | $457K |
| Standard Family Office LLC | 0.48% | No change | 3,300 | $452K |
| Almanack Investment Partners, LLC. | 0.08% | New | 3,256 | $446K |
| Caldwell Trust Co | 0.04% | No change | 3,248 | $445K |
| LJI Wealth Management, LLC | 0.07% | No change | 3,246 | $444K |
| Advisory Resource Group | 0.08% | Add +5.1% | 3,244 | $444K |
| Blue Trust, Inc. | 0.01% | Add +28.0% | 3,236 | $443K |
| Ironwood Investment Counsel, LLC | 0.06% | Add +60.5% | 3,230 | $442K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 3,250 | $441K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 3,215 | $440K |
| Bison Wealth, LLC | 0.05% | Reduce -0.3% | 3,437 | $440K |
| NWF Advisory Services Inc. | 0.05% | Add +4.7% | 3,206 | $439K |
| Partners in Financial Planning | 0.07% | Reduce -5.9% | 3,204 | $439K |
| Joseph P. Lucia & Associates, LLC | 0.16% | Reduce -24.3% | 3,194 | $437K |
| Kovack Advisors, Inc. | 0.02% | New | 3,189 | $437K |
| IRON Financial LLC | 0.20% | Reduce -2.9% | 3,188 | $437K |
| Old North State Trust, LLC | 0.26% | Reduce -0.9% | 3,166 | $434K |
| Bourgeon Capital Management LLC | 0.07% | No change | 3,151 | $431K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +12.7% | 3,148 | $431K |
| WealthTrust Axiom LLC | 0.11% | Reduce -3.4% | 3,142 | $430K |
| FreeGulliver LLC | 0.19% | Reduce -0.5% | 3,134 | $429K |
| Steph & Co. | 0.12% | Reduce -2.8% | 3,118 | $427K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 3,108 | $426K |
| Regal Investment Advisors LLC | 0.03% | Add +2.4% | 3,101 | $425K |
| Madison Asset Management, LLC | 0.00% | No change | 3,078 | $422K |
| Bridges Investment Management Inc. | 0.01% | No change | 3,077 | $421K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | New | 3,079 | $421K |
| SkyOak Wealth, LLC | 0.08% | Reduce -2.0% | 3,072 | $421K |
| Wolff Financial Management LLC | 0.09% | Reduce -2.3% | 3,069 | $420K |
| Continuum Advisory, LLC | 0.04% | Reduce -0.1% | 3,035 | $416K |
| Midland Wealth Advisors, LLC | 0.02% | No change | 3,015 | $413K |
| Empower Advisory Group, LLC | 0.00% | Reduce -33.1% | 3,014 | $413K |
| Oxbow Advisors, LLC | 0.04% | Reduce -2.4% | 3,007 | $412K |
| Performance Wealth Partners, LLC | 0.01% | No change | 3,005 | $412K |
| Compass Capital Management, Inc. | 0.02% | Reduce -23.6% | 3,002 | $411K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -4.9% | 3,000 | $411K |
| Parkshore Wealth Management, Inc. | 0.15% | Add +0.1% | 2,980 | $408K |
| Tassel Capital Management, Inc. | 0.25% | No change | 2,977 | $408K |
| LifePlan Investment Advisors, Inc. | 0.17% | Add +4.9% | 2,966 | $406K |
| Snider Financial Group | 0.11% | Reduce -27.8% | 2,960 | $405K |
| Farmers Trust Co. | 0.07% | Add +54.6% | 2,960 | $405K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -43.5% | 2,945 | $403K |
| Capital Advisors Inc. | 0.01% | Reduce -6.7% | 2,929 | $401K |
| Sage Rhino Capital LLC | 0.08% | No change | 2,924 | $400K |
| BCS Private Wealth Management, Inc. | 0.14% | No change | 2,920 | $400K |
| Gateway Wealth Partners, LLC | 0.04% | Add +1.2% | 2,887 | $395K |
| International Assets Investment Management, LLC | 0.03% | Add +34.9% | 2,886 | $395K |
| KilterHowling LLC | 0.20% | Add +0.1% | 2,874 | $394K |
| Grant Private Wealth Management Inc | 0.24% | No change | 2,854 | $391K |
| XY Planning Network, Inc. | 0.07% | No change | 2,843 | $389K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -8.3% | 2,840 | $389K |
| L.K. Benson & Company, P.C. | 0.19% | Reduce -14.9% | 2,817 | $386K |
| Trilogy Capital Inc. | 0.02% | Reduce -4.0% | 2,812 | $385K |
| Buckhead Capital Management LLC | 0.14% | No change | 2,811 | $385K |
| Paladin Advisory Group, LLC | 0.28% | Reduce -9.4% | 2,792 | $382K |
| AdvisorNet Financial, Inc | 0.02% | Add +15.3% | 2,788 | $382K |
| Invested Advisors | 0.39% | Add +20.1% | 2,783 | $381K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.5% | 2,780 | $381K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.1% | 2,775 | $380K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 2,766 | $379K |
| Madison Wealth Partners, Inc | 0.07% | Reduce -1.6% | 2,754 | $377K |
| Navigation Wealth Management, Inc. | 0.56% | Add +4.4% | 2,754 | $377K |
| Intrua Financial, LLC | 0.04% | New | 2,751 | $377K |
| OneAscent Financial Services LLC | 0.03% | Add +63.2% | 2,747 | $376K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +23.2% | 2,741 | $375K |
| GC Wealth Management RIA, LLC | 0.01% | Add +43.4% | 2,710 | $371K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 2,699 | $370K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 2,698 | $369K |
| Sterling Investment Counsel, LLC | 0.11% | New | 2,696 | $369K |
| Elevated Capital Advisors, LLC | 0.09% | No change | 2,686 | $368K |
| BCGM Wealth Management, LLC | 0.09% | No change | 2,684 | $368K |
| Mason & Associates, LLC | 0.08% | Reduce -13.0% | 2,682 | $367K |
| GeoWealth Management, LLC | 0.01% | Add +6.2% | 2,675 | $366K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -3.2% | 2,668 | $365K |
| Easterly Investment Partners LLC | 0.02% | No change | 2,660 | $364K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -0.9% | 2,652 | $363K |
| Argent Advisors, Inc. | 0.10% | No change | 2,650 | $363K |
| Aspen Investment Management Inc | 0.11% | New | 2,638 | $361K |
| Wealth Enhancement Trust Services, Inc. | 0.05% | — | 2,636 | $361K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.19% | — | 2,635 | $361K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | — | 2,633 | $361K |
| American Financial & Tax Strategies Inc. | 0.18% | Reduce -0.5% | 2,630 | $360K |
| Daybright Advisory Services, Inc. | 0.10% | — | 2,629 | $360K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.3% | 2,621 | $359K |
| Flagstar Securities, Inc. | 0.12% | Reduce -80.1% | 2,615 | $358K |
| Thryve Wealth Management LLC | 0.18% | — | 2,614 | $358K |
| Smith Chas P & Associates Pa Cpas | 0.02% | New | 2,600 | $356K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.0% | 2,595 | $355K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -16.4% | 2,593 | $355K |
| Vista Capital Partners, Inc. | 0.03% | Add +4.4% | 2,576 | $353K |
| FWG Investments, LLC. | 0.22% | Add +5.4% | 2,564 | $351K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -5.1% | 2,564 | $351K |
| TrueWealth Advisors, LLC | 0.09% | No change | 2,552 | $349K |
| Diversified Trust Co. | 0.01% | Reduce -1.7% | 2,540 | $348K |
| First Financial Corp. | 0.13% | No change | 2,520 | $345K |
| CCG Wealth Management, LLC | 0.15% | No change | 2,512 | $344K |
| Breakwater Capital Group | 0.05% | Add +5.7% | 2,510 | $344K |
| Baring Financial LLC | 0.21% | Reduce -10.9% | 2,502 | $343K |
| PDS Planning, Inc | 0.02% | Add +0.1% | 2,500 | $342K |
| Jacksonville Wealth Management, LLC | 0.24% | New | 2,494 | $342K |
| Stonebridge Financial Group, LLC / MO | 0.30% | — | 2,493 | $341K |
| High Falls Advisors, Inc | 0.07% | Reduce -14.3% | 2,480 | $340K |
| Radnor Capital Management, LLC | 0.05% | No change | 2,479 | $339K |
| Norden Group LLC | 0.03% | Add +37.4% | 2,464 | $337K |
| CRA Financial Services, LLC | 0.04% | No change | 2,448 | $335K |
| Independence Bank of Kentucky | 0.04% | Reduce -1.1% | 2,444 | $335K |
| HFG Advisors, Inc. | 0.24% | Reduce -20.1% | 2,439 | $334K |
| Abacus Planning Group, Inc. | 0.04% | Reduce -16.5% | 2,439 | $334K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 2,356 | $332K |
| Pacific Sun Financial Corp | 0.16% | Add +3.9% | 2,418 | $331K |
| Pioneer Trust Bank N A | 0.08% | No change | 2,400 | $329K |
| Heritage Family Offices, LLP | 0.15% | New | 2,398 | $328K |
| Fortune Financial Advisors, LLC | 0.22% | Add +0.0% | 2,396 | $328K |
| FDx Advisors, Inc. | 0.17% | Add +1.6% | 2,398 | $328K |
| Ewa, LLC | 0.08% | New | 2,395 | $328K |
| Busey Bank | 0.01% | No change | 2,372 | $325K |
| Naples Global Advisors, LLC | 0.02% | No change | 2,370 | $325K |
| Lazard Asset Management LLC | 0.00% | No change | 2,365 | $324K |
| Prosperity Planning, Inc. | 0.12% | Reduce -0.3% | 2,361 | $323K |
| Towercrest Capital Management | 0.05% | No change | 2,360 | $323K |
| LRI Investments, LLC | 0.03% | No change | 2,350 | $322K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -8.4% | 2,350 | $322K |
| Csenge Advisory Group | 0.01% | Add +31.4% | 2,342 | $321K |
| Signet Financial Management, LLC | 0.04% | Reduce -5.7% | 2,340 | $320K |
| Howe & Rusling Inc. | 0.02% | No change | 2,326 | $319K |
| Wealth Science Advisors LLC | 0.18% | — | 2,326 | $319K |
| WealthShield Partners, LLC | 0.04% | No change | 2,320 | $318K |
| Kendall Capital Management | 0.07% | No change | 2,318 | $317K |
| Trust Co. of Toledo NA | 0.03% | No change | 2,280 | $312K |
| Tritonpoint Wealth, LLC | 0.03% | Add +59.0% | 2,276 | $312K |
| Signature Equity Partners, LLC | 0.17% | — | 2,276 | $312K |
| Nova Wealth Management, Inc. | 0.21% | Reduce -3.3% | 2,271 | $311K |
| Armor Investment Advisors, LLC | 0.11% | No change | 2,265 | $310K |
| Rothschild Capital Partners, LLC | 0.07% | Add +31.9% | 2,264 | $310K |
| Monarch Capital Management Inc. | 0.08% | No change | 2,256 | $309K |
| Monetary Management Group Inc. | 0.07% | No change | 2,250 | $308K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | Reduce -59.5% | 2,247 | $308K |
| Grove Bank & Trust | 0.03% | No change | 2,246 | $308K |
| Patten Group, Inc. | 0.06% | Reduce -11.1% | 2,240 | $307K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +0.1% | 2,238 | $306K |
| BostonPremier Wealth LLC | 0.16% | Add +0.1% | 2,230 | $305K |
| Financial Perspectives, Inc | 0.08% | No change | 2,227 | $305K |
| Accelerate Investment Advisors LLC | 0.20% | Add +39.0% | 2,207 | $302K |
| Federated Hermes, Inc. | 0.00% | New | 2,205 | $302K |
| Stiles Financial Services Inc | 0.09% | No change | 2,200 | $301K |
| Yardley Wealth Management LLC | 0.16% | No change | 2,200 | $301K |
| McDonald Partners LLC | 0.09% | No change | 2,200 | $301K |
| Stephen J. Garry & Associates, LLC | 0.24% | No change | 2,187 | $299K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.7% | 2,171 | $297K |
| Alliance Wealth Management Group | 0.06% | No change | 2,156 | $295K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,151 | $295K |
| Diversified Portfolios, Inc. | 0.02% | Reduce -2.7% | 2,148 | $294K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,140 | $293K |
| DT Investment Partners, LLC | 0.02% | No change | 2,124 | $291K |
| Eubel Brady & Suttman Asset Management Inc. | 0.04% | No change | 2,120 | $290K |
| Cypress Wealth Services, LLC | 0.04% | No change | 2,116 | $290K |
| Brady Family Wealth, LLC | 0.09% | No change | 2,115 | $290K |
| Meramec Financial Planners, LLC | 0.11% | — | 2,136 | $290K |
| Paladin Partners, LLC | 0.22% | — | 2,110 | $289K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | New | 2,106 | $288K |
| Transcendent Capital Group LLC | 0.13% | Add +0.9% | 2,104 | $288K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 2,102 | $288K |
| Garde Capital, Inc. | 0.02% | No change | 2,074 | $284K |
| EFG International AG | 0.01% | — | 2,072 | $284K |
| KPP Advisory Services LLC | 0.04% | No change | 2,066 | $283K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 2,064 | $283K |
| LCNB Corp. | 0.09% | New | 2,060 | $282K |
| Capital Analysts, LLC | 0.01% | Reduce -61.0% | 2,063 | $282K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -11.9% | 2,057 | $282K |
| Cozad Asset Management Inc. | 0.02% | Reduce -1.7% | 2,053 | $281K |
| Align Financial, LLC | 0.16% | — | 280,727 | $281K |
| Bogart Wealth, LLC | 0.01% | Add +43.5% | 2,050 | $281K |
| Cibc World Market Inc. | 0.00% | No change | 2,047 | $280K |
| Jim Saulnier & Associates, LLC | 0.15% | Reduce -38.0% | 2,047 | $280K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | Add +1.0% | 2,046 | $280K |
| Portland Global Advisors LLC | 0.03% | No change | 2,026 | $277K |
| Trust Co. of Vermont | 0.01% | Reduce -56.3% | 2,026 | $277K |
| Lewis Asset Management, LLC | 0.11% | Reduce -10.9% | 2,022 | $277K |
| Mill Capital Management, LLC | 0.02% | Add +254.4% | 2,020 | $277K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 2,017 | $276K |
| Montz Harcus Wealth Management LLC | 0.11% | Add +0.1% | 2,017 | $276K |
| Fisher Asset Management | 0.00% | Reduce -44.5% | 2,011 | $276K |
| Foundation Wealth Management, LLC | 0.19% | Reduce -3.5% | 1,981 | $271K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -3.6% | 1,978 | $271K |
| Anb Bank | 0.11% | New | 1,959 | $268K |
| Scotia Capital Inc. | 0.00% | No change | 1,940 | $266K |
| Gen-Wealth Partners Inc | 0.09% | Reduce -19.6% | 1,939 | $266K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | Reduce -12.2% | 1,935 | $265K |
| CGN Advisors LLC | 0.02% | Reduce -4.8% | 1,930 | $264K |
| Hollencrest Capital Management | 0.01% | No change | 1,927 | $264K |
| PFG Advisors | 0.01% | Add +13.7% | 1,913 | $262K |
| Fayez Sarofim & Co | 0.00% | No change | 1,896 | $260K |
| Retirement Planning Group, LLC | 0.01% | No change | 1,889 | $259K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -4.5% | 1,889 | $259K |
| Centennial Bank | 0.10% | No change | 1,884 | $258K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,879 | $257K |
| Quest 10 Wealth Builders, Inc. | 0.23% | Add +6.2% | 1,877 | $257K |
| Timonier Family Office, LTD. | 0.08% | No change | 1,862 | $255K |
| Windsor Capital Management, LLC | 0.07% | Add +0.1% | 1,858 | $254K |
| One Wealth Advisors, LLC | 0.03% | New | 1,856 | $254K |
| Pps&v Asset Management Consultants, Inc. | 0.15% | No change | 1,852 | $254K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -10.5% | 1,851 | $253K |
| AlphaCore Capital LLC | 0.01% | Add +28.9% | 1,850 | $253K |
| Roman Butler Fullerton & Co. | 0.07% | Add +0.1% | 1,798 | $253K |
| West Michigan Advisors, LLC | 0.06% | Reduce -1.2% | 1,840 | $252K |
| Destiny Wealth Partners, LLC | 0.03% | No change | 1,802 | $252K |
| Hazlett, Burt & Watson, Inc. | 0.08% | No change | 1,835 | $251K |
| Philadelphia Trust Co. | 0.02% | No change | 1,826 | $250K |
| Shira Ridge Wealth Management | 0.10% | No change | 1,822 | $250K |
| Edge Financial Advisors LLC | 0.10% | Reduce -4.2% | 1,812 | $248K |
| New England Professional Planning Group Inc. | 0.10% | New | 1,778 | $243K |
| Tanager Wealth Management LLP | 0.02% | No change | 1,769 | $242K |
| Wedmont Private Capital | 0.01% | Add +0.9% | 1,716 | $242K |
| Centerpoint Advisory Group | 0.19% | No change | 1,767 | $242K |
| Maridea Wealth Management LLC | 0.04% | Add +0.6% | 1,750 | $240K |
| Legacy Wealth Advisors, LLC | 0.16% | — | 1,744 | $239K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,741 | $238K |
| Cora Capital Advisors LLC | 0.09% | No change | 1,740 | $238K |
| Clayton Financial Group LLC | 0.12% | Add +224.3% | 1,735 | $238K |
| First Hawaiian Bank | 0.03% | No change | 1,734 | $237K |
| Moors & Cabot, Inc. | 0.01% | New | 1,727 | $236K |
| Parsons Capital Management Inc. | 0.01% | Reduce -3.2% | 1,724 | $236K |
| Bar Harbor Wealth Management | 0.01% | Reduce -2.3% | 1,720 | $236K |
| Matrix Private Capital Group LLC | 0.12% | No change | 1,704 | $233K |
| Crux Wealth Advisors | 0.09% | Reduce -5.7% | 1,692 | $232K |
| Forum Financial Management, LP | 0.00% | No change | 1,691 | $232K |
| Kingstone Capital Partners Texas, LLC | 0.13% | Add +0.1% | 1,689 | $231K |
| Mason & Associates Inc | 0.04% | No change | 1,685 | $231K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -39.0% | 1,679 | $230K |
| First Trust Advisors LP | 0.00% | Reduce -11.4% | 1,679 | $230K |
| Trivium Point Advisory, LLC | 0.02% | No change | 1,678 | $230K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,675 | $229K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,670 | $229K |
| Evanson Asset Management, LLC | 0.01% | No change | 1,662 | $228K |
| Trivant Custom Portfolio Group, LLC | 0.13% | No change | 1,660 | $227K |
| Runnymede Capital Advisors, Inc. | 0.13% | New | 1,660 | $227K |
| Advisor Resource Council | 0.08% | New | 1,668 | $227K |
| Kirtland Hills Capital Management, LLC | 0.08% | No change | 1,658 | $227K |
| Decision Investments, Inc. | 0.25% | — | 1,652 | $226K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,642 | $225K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 1,637 | $224K |
| Avestar Capital, LLC | 0.02% | No change | 1,636 | $224K |
| Leo Wealth, LLC | 0.02% | Add +7.0% | 1,626 | $223K |
| Axis Wealth Partners, LLC | 0.12% | Reduce -2.1% | 1,618 | $222K |
| Chesley Taft & Associates LLC | 0.01% | No change | 1,616 | $221K |
| TrustBank | 0.09% | — | 1,600 | $219K |
| First Nebraska Trust Co | 0.02% | No change | 1,600 | $219K |
| Elevation Wealth Management LLC | 0.21% | — | 1,599 | $219K |
| Mascagni Wealth Management, Inc. | 0.16% | No change | 1,594 | $218K |
| Athena Investment Management | 0.11% | No change | 1,590 | $218K |
| Apeiron RIA LLC | 0.04% | New | 1,594 | $217K |
| Carrera Capital Advisors | 0.04% | No change | 1,580 | $216K |
| Revisor Wealth Management LLC | 0.06% | New | 1,538 | $216K |
| Unique Wealth, LLC | 0.03% | Add +0.3% | 1,571 | $215K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.1% | 1,567 | $215K |
| Split Rock Private Trading & Wealth Management, LLC | 0.17% | — | 1,565 | $214K |
| Trust Co of the South | 0.03% | No change | 1,559 | $213K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -0.3% | 1,559 | $213K |
| TCP Asset Management, LLC | 0.04% | Add +8.4% | 1,555 | $213K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,547 | $212K |
| Zacks Investment Management | 0.00% | Reduce -10.0% | 1,532 | $210K |
| Smith & Howard Wealth Management, LLC | 0.05% | No change | 1,529 | $209K |
| Burney Co./ | 0.01% | New | 1,525 | $209K |
| Duncker Streett & Co. Inc. | 0.04% | Reduce -5.2% | 1,523 | $209K |
| Waddell & Associates, LLC | 0.01% | No change | 1,522 | $208K |
| Hendershot Investments Inc. | 0.03% | No change | 1,522 | $208K |
| Xcelsior Advisor Partners LLC | 0.10% | — | 1,521 | $208K |
| Noble Wealth Management PBC | 0.10% | Reduce -33.0% | 1,520 | $208K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,521 | $208K |
| TigerOak Management, L.L.C. | 0.06% | No change | 1,518 | $208K |
| Alta Wealth Advisors LLC | 0.07% | Add +0.1% | 1,512 | $207K |
| Bond & Devick Financial Network, Inc. | 0.06% | Reduce -3.2% | 1,510 | $207K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -37.6% | 1,510 | $207K |
| Hilltop Holdings Inc. | 0.01% | Reduce -10.9% | 1,504 | $206K |
| Journey Retirement Planning & Investment Management LLC | 0.04% | — | 1,503 | $206K |
| Granite Bay Wealth Management, LLC | 0.05% | No change | 1,500 | $205K |
| Theory Financial LLC | 0.07% | No change | 1,464 | $204K |
| One Wealth Management Investment & Advisory Services, LLC | 0.22% | Reduce -3.4% | 1,492 | $204K |
| Mma Asset Management LLC | 0.07% | No change | 1,492 | $204K |
| ERn Financial, LLC | 0.04% | No change | 1,489 | $204K |
| Symphony Financial, Ltd. Co. | 0.03% | Add +0.1% | 1,470 | $204K |
| Wrapmanager Inc. | 0.07% | New | 1,486 | $203K |
| Eastern Bank | 0.00% | No change | 1,477 | $202K |
| Harfst & Associates, Inc. | 0.04% | No change | 1,475 | $202K |
| Parthenon LLC | 0.02% | No change | 1,474 | $202K |
| Rosenblum Silverman Sutton S F Inc. | 0.05% | Reduce -11.7% | 1,470 | $201K |
| Legacy Financial Group, Inc. | 0.05% | No change | 1,468 | $201K |
| Stokes Family Office, LLC | 0.02% | New | 1,468 | $201K |
| AssuredPartners Investment Advisors, LLC | 0.03% | New | 1,467 | $201K |
| River Wealth Advisors LLC | 0.02% | New | 1,466 | $201K |
| Thoma Capital Management LLC | 0.12% | New | 1,463 | $200K |
| Insigneo Advisory Services, LLC | 0.01% | New | 1,463 | $200K |
| Tme Financial, Inc. | 0.14% | New | 1,461 | $200K |
| CoreFirst Bank & Trust | 0.10% | Add +27.8% | 1,401 | $192K |
| Montag A & Associates Inc. | 0.01% | No change | 1,392 | $191K |
| Hills Bank & Trust Co | 0.01% | No change | 1,383 | $189K |
| Milestone Investment Advisors LLC | 0.04% | No change | 1,321 | $181K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,228 | $168K |
| Basepoint Wealth LLC | 0.10% | New | 1,212 | $166K |
| Biltmore Family Office, LLC | 0.02% | No change | 1,200 | $164K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 1,200 | $164K |
| Smithfield Trust Co | 0.01% | No change | 1,197 | $163K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,171 | $160K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,122 | $157K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 1,146 | $157K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,146 | $157K |
| Horizon Investments, LLC | 0.00% | Add +214.0% | 1,143 | $157K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,140 | $156K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Add +0.1% | 1,114 | $153K |
| Dorato Capital Management | 0.11% | — | 1,078 | $152K |
| Arcadia Investment Advisors LLC | 0.07% | Reduce -3.1% | 1,105 | $151K |
| Optima Capital LLC | 0.06% | New | 1,088 | $149K |
| Ballast Advisors LLC | 0.04% | No change | 1,032 | $141K |
| Tompkins Financial Corp. | 0.01% | No change | 1,027 | $141K |
| Trust Co | 0.01% | No change | 1,018 | $139K |
| Decker Retirement Planning Inc. | 0.07% | Add +14.9% | 1,017 | $139K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,000 | $137K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -46.6% | 993 | $136K |
| Private Wealth Management Group, LLC | 0.04% | Add +484.5% | 982 | $134K |
| Strategic Wealth Advisors LLC | 0.11% | — | 979 | $134K |
| Copia Wealth Management | 0.09% | No change | 969 | $133K |
| Root Financial Partners, LLC | 0.01% | Add +95.3% | 967 | $132K |
| Salomon & Ludwin, LLC | 0.01% | No change | 900 | $126K |
| Legal & General Group Plc | 0.00% | Reduce -12.6% | 918 | $126K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -19.0% | 917 | $126K |
| MidAtlantic Capital Management, Inc. | 0.08% | New | 912 | $125K |
| Bare Financial Services, Inc | 0.03% | No change | 910 | $125K |
| REAP Financial Group, LLC | 0.02% | Reduce -0.5% | 887 | $121K |
| Raffa Wealth Management, LLC | 0.02% | No change | 844 | $116K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 820 | $112K |
| Tucker Asset Management LLC | 0.03% | New | 816 | $112K |
| Colonial Trust Advisors | 0.01% | No change | 800 | $110K |
| Perkins Coie Trust Co | 0.02% | No change | 797 | $109K |
| Union Savings Bank | 0.05% | — | 795 | $109K |
| Sittner & Nelson, LLC | 0.04% | No change | 800 | $108K |
| TFC Financial Management, Inc. | 0.01% | No change | 764 | $105K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -3.5% | 760 | $104K |
| Deutsche Bank AG | 0.00% | No change | 746 | $102K |
| WealthCollab, LLC | 0.04% | No change | 743 | $102K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 714 | $98K |
| Lloyd Advisory Services, LLC. | 0.04% | New | 707 | $97K |
| KERR FINANCIAL PLANNING Corp | 0.13% | No change | 731 | $96K |
| Knott David M Jr | 0.04% | New | 695 | $95K |
| North Star Investment Management Corp. | 0.01% | No change | 690 | $94K |
| Pin Oak Investment Advisors Inc. | 0.07% | Reduce -22.6% | 683 | $93K |
| SYM FINANCIAL Corp | 0.01% | No change | 676 | $93K |
| Hamilton Point Investment Advisors, LLC | 0.01% | Add +40.3% | 662 | $91K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 648 | $89K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -45.4% | 647 | $89K |
| Investors Portfolio Services LLC | 0.08% | — | 637 | $87K |
| Rialto Wealth Management, LLC | 0.02% | No change | 629 | $86K |
| Gleason Group, Inc. | 0.01% | No change | 628 | $86K |
| Hanson & Doremus Investment Management | 0.01% | No change | 628 | $86K |
| Planning Project LLC | 0.02% | — | 627 | $86K |
| CoreCap Advisors, LLC | 0.00% | Add +7.7% | 615 | $84K |
| Ameriflex Group, Inc. | 0.04% | Add +14.3% | 606 | $83K |
| Cape Investment Advisory, Inc. | 0.02% | Add +29350.0% | 589 | $81K |
| Stephens Consulting, LLC | 0.03% | Add +1.2% | 584 | $80K |
| SageView Advisory Group, LLC | 0.00% | New | 583 | $80K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 574 | $79K |
| Wolff Wiese Magana LLC | 0.04% | No change | 558 | $76K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 555 | $76K |
| TCTC Holdings, LLC | 0.00% | No change | 550 | $75K |
| Archer Investment Corp | 0.02% | No change | 547 | $75K |
| Addison Advisors LLC | 0.02% | No change | 526 | $72K |
| Strive Financial Group ,LLC | 0.04% | — | 514 | $70K |
| Bank of New Hampshire | 0.02% | No change | 512 | $70K |
| Pinney & Scofield, Inc. | 0.04% | No change | 509 | $70K |
| Operose Advisors LLC | 0.02% | Reduce -12.2% | 496 | $68K |
| Glassman Wealth Services | 0.01% | No change | 494 | $68K |
| Networth Advisors, LLC | 0.05% | — | 490 | $67K |
| Smartleaf Asset Management LLC | 0.00% | Add +73.3% | 473 | $66K |
| Pflug Koory, LLC | 0.03% | No change | 475 | $65K |
| Albion Financial Group | 0.00% | No change | 471 | $64K |
| Atwood & Palmer Inc. | 0.00% | No change | 460 | $63K |
| Mechanics Financial Corp | 0.02% | No change | 456 | $62K |
| Parvin Asset Management, LLC | 0.05% | New | 445 | $61K |
| Bernard Wealth Management Corp. | 0.02% | No change | 428 | $59K |
| Kimelman & Baird, LLC | 0.00% | No change | 428 | $59K |
| Horizons Wealth Management | 0.04% | No change | 426 | $58K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 420 | $58K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 410 | $56K |
| Front Row Advisors LLC | 0.02% | No change | 406 | $56K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.0% | 405 | $55K |
| Coston, McIsaac & Partners | 0.01% | No change | 405 | $55K |
| Missouri Trust & Investment Co | 0.02% | No change | 394 | $54K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 385 | $53K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -70.2% | 384 | $53K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 383 | $52K |
| Millstone Evans Group, LLC | 0.03% | No change | 381 | $52K |
| Cornerstone Planning Group LLC | 0.01% | Add +187.9% | 357 | $50K |
| TOWER TRUST & INVESTMENT Co | 0.03% | No change | 342 | $47K |
| Asset Dedication, LLC | 0.00% | Add +10.2% | 336 | $46K |
| Sound Income Strategies, LLC | 0.00% | Add +107.1% | 319 | $45K |
| Concord Wealth Partners | 0.01% | No change | 329 | $45K |
| Pittenger & Anderson Inc. | 0.00% | No change | 320 | $44K |
| Richardson Financial Services Inc. | 0.01% | No change | 304 | $42K |
| SHP Wealth Management | 0.00% | — | 303 | $41K |
| Insight Inv LLC | 0.02% | No change | 298 | $41K |
| Motiv8 Investments LLC | 0.02% | New | 295 | $40K |
| Register Financial Advisors LLC | 0.02% | No change | 284 | $39K |
| Adirondack Trust Co. | 0.01% | No change | 282 | $39K |
| CX Institutional | 0.00% | Reduce -10.6% | 278 | $38K |
| City State Bank | 0.01% | New | 277 | $38K |
| WFA of San Diego, LLC | 0.03% | No change | 275 | $38K |
| Triumph Capital Management | 0.01% | New | 274 | $38K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 271 | $37K |
| JNBA Financial Advisors | 0.00% | No change | 267 | $37K |
| Webster Bank, N. A. | 0.00% | No change | 262 | $36K |
| Anfield Capital Management, LLC | 0.01% | No change | 258 | $35K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Reduce -95.8% | 255 | $35K |
| Avion Wealth | 0.01% | No change | 248 | $33K |
| Monetary Solutions, Ltd | 0.03% | — | 240 | $33K |
| Clean Yield Group | 0.01% | No change | 231 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 229 | $31K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 224 | $31K |
| Laurel Wealth Advisors LLC | 0.00% | New | 222 | $30K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 217 | $30K |
| Sfam, LLC | 0.03% | — | 208 | $28K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 208 | $28K |
| BankPlus Trust Department | 0.01% | No change | 208 | $28K |
| Hughes Financial Services, LLC | 0.00% | No change | 202 | $28K |
| Hilton Head Capital Partners, LLC | 0.02% | — | 200 | $27K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 200 | $27K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 200 | $27K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $27K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 198 | $27K |
| Resources Management Corp. /CT/ | 0.00% | No change | 200 | $27K |
| CNB Bank | 0.01% | Add +478.8% | 191 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1636.4% | 191 | $26K |
| Richards, Merrill & Peterson, Inc. | 0.01% | New | 186 | $25K |
| Delta Asset Management LLC | 0.00% | No change | 180 | $25K |
| HighMark Wealth Management LLC | 0.01% | Add +20.6% | 176 | $24K |
| Godsey & Gibb, Inc. | 0.00% | New | 175 | $24K |
| Mascoma Wealth Management LLC | 0.00% | No change | 168 | $23K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 167 | $23K |
| Kilter Group LLC | 0.01% | No change | 166 | $23K |
| Investment Counsel Co. of Nevada | 0.05% | No change | 162 | $22K |
| Team Financial Group, LLC | 0.01% | No change | 156 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 156 | $21K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 155 | $21K |
| Riverview Trust Co | 0.02% | No change | 150 | $21K |
| Ankerstar Wealth, LLC | 0.02% | — | 150 | $21K |
| United Community Bank | 0.01% | No change | 149 | $20K |
| American Capital Advisory, LLC | 0.01% | No change | 143 | $20K |
| Abound Wealth Management | 0.00% | Reduce -36.3% | 142 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 137 | $19K |
| Bank & Trust Co | 0.01% | New | 134 | $18K |
| Syntax Research, Inc. | 0.01% | Reduce -22.8% | 125 | $17K |
| New Republic Capital, LLC | 0.00% | Add +35.2% | 123 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | Add +3.4% | 122 | $17K |
| American National Bank & Trust | 0.00% | No change | 120 | $16K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 119 | $16K |
| Rothschild Investment LLC | 0.00% | Add +54.5% | 119 | $16K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 119 | $16K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 115 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 114 | $16K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 112 | $15K |
| St Germain D J Co. Inc. | 0.00% | No change | 108 | $15K |
| Hager Investment Management Services, LLC | 0.01% | New | 103 | $14K |
| West Branch Capital LLC | 0.00% | Reduce -28.0% | 103 | $14K |
| Windsor Advisory Group, LLC | 0.01% | No change | 102 | $14K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 102 | $14K |
| one8zero8, LLC | 0.00% | No change | 102 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -16.7% | 100 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -33.3% | 100 | $14K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $14K |
| Peoples Financial Services Corp. | 0.01% | No change | 99 | $14K |
| Anchor Investment Management, LLC | 0.00% | Reduce -25.4% | 97 | $13K |
| Redwood Park Advisors LLC | 0.01% | No change | 96 | $13K |
| Vision Retirement, LLC | 0.00% | — | 94 | $13K |
| Crews Bank & Trust | 0.00% | No change | 94 | $13K |
| Field & Main Bank | 0.00% | No change | 90 | $12K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 87 | $12K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -77.3% | 87 | $12K |
| Integrity Financial Corp | 0.01% | Reduce -68.2% | 82 | $11K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.9% | 82 | $11K |
| Investors Research Corp | 0.00% | No change | 81 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 78 | $11K |
| Aventura Private Wealth, LLC | 0.00% | No change | 75 | $10K |
| Park Square Financial Group, LLC | 0.06% | Add +31.1% | 80 | $10K |
| CFG Wealth Management Services, Inc. | 0.01% | — | 74 | $10K |
| Bfsg, LLC | 0.00% | No change | 70 | $10K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -94.6% | 69 | $9K |
| United Financial Planning Group LLC | 0.01% | New | 66 | $9K |
| NFSG Corp | 0.00% | No change | 64 | $9K |
| High Note Wealth, LLC | 0.00% | No change | 64 | $9K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 60 | $8K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 58 | $8K |
| Nemes Rush Group LLC | 0.00% | Add +11.8% | 57 | $8K |
| Alaska Permanent Capital Management, LLC | 0.00% | Reduce -1.8% | 55 | $8K |
| Bullock Wealth Management Group | 0.00% | — | 50 | $7K |
| First Community Trust NA | 0.00% | No change | 48 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 48 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 45 | $6K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 45 | $6K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 44 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 42 | $6K |
| Wallace Hart LLC | 0.00% | New | 40 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 40 | $5K |
| Nvwm, LLC | 0.00% | No change | 35 | $5K |
| Broadwater Capital Management LLC | 0.00% | No change | 32 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 30 | $4K |
| GGM Financial LLC | 0.00% | No change | 29 | $4K |
| Rossby Financial, LCC | 0.00% | Add +55.6% | 28 | $4K |
| Toth Financial Advisory Corp. | 0.00% | New | 27 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -34.1% | 27 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 24 | $3K |
| Nvest Wealth Strategies, Inc. | 0.00% | — | 22 | $3K |
| New Millennium Group LLC | 0.00% | Reduce -79.8% | 21 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 20 | $3K |
| Tower View Wealth Management LLC | 0.00% | No change | 18 | $2K |
| Hoey Investments, Inc. | 0.00% | New | 16 | $2K |
| Daytona Street Capital LLC | 0.00% | — | 16 | $2K |
| YANKCOM Partnership | 0.00% | New | 16 | $2K |
| Fairway Wealth LLC | 0.00% | New | 16 | $2K |
| Lodestone Wealth Management LLC | 0.00% | New | 14 | $2K |
| Rice Partnership, LLC | 0.00% | Reduce -81.7% | 13 | $2K |
| Orion Capital Management LLC | 0.00% | No change | 11 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 10 | $1K |
| Your Advocates Ltd., LLP | 0.00% | No change | 9 | $1K |
| Motco | 0.00% | No change | 6 | $822 |
| Fortis Group Advisors, LLC | 0.00% | New | 4 | $548 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -25.0% | 3 | $420 |
"% 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.