iShares Russell Mid-Cap GrowIWPETF
13F holders, Q2 2026 (June 30)1,221holders +40
96new positions
51sold out
4famous investors
$146.17avg. 13F price*
At the end of Q2 2026, 1,221 institutions reported holding iShares Russell Mid-Cap Grow (IWP) in their 13F filings, up 40 from Q1 2026. 96 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($2.9B), Bank of America Corp. ($1.0B) and Envestnet Asset Management Inc. ($858.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell Mid-Cap Grow
- CUSIP
- 464287481
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $143.6M |
| Exits | 51 | $24.8M |
All 13F filers, Q1 2026 → Q2 2026: 4,822,466 shares bought and 4,992,594 shares sold, net −170,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,221 holders
| Morgan Stanley | 0.16% | Add +0.9% | 20,083,691 | $2.9B |
| Bank of America Corp. | 0.07% | Reduce -1.4% | 7,000,459 | $1.0B |
| Envestnet Asset Management Inc. | 0.20% | Add +1.6% | 5,866,456 | $858.9M |
| Wells Fargo & Company | 0.14% | Add +3.9% | 5,335,358 | $781.1M |
| First Command Advisory Services, Inc. | 3.43% | Reduce -0.2% | 3,941,675 | $577.1M |
| LPL Financial LLC | 0.09% | Add +3.1% | 2,726,167 | $399.1M |
| UBS Group AG | 0.06% | Reduce -1.2% | 2,718,424 | $398.0M |
| Ameriprise Financial Inc. | 0.08% | Reduce -2.3% | 2,542,307 | $373.5M |
| PNC Financial Services Group, Inc. | 0.18% | Reduce -0.4% | 2,424,157 | $354.9M |
| Cassaday & Co Wealth Management LLC | 6.17% | Add +2.7% | 2,243,150 | $328.4M |
| Commonwealth Equity Services, LLC | 0.41% | Reduce -1.6% | 2,218,307 | $324.8M |
| Vantagepoint Investment Advisers LLC | 2.31% | No change | 2,103,984 | $308.0M |
| Jones Financial Companies LLLP | 0.11% | Reduce -30.0% | 1,996,544 | $282.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.95% | Reduce -4.9% | 1,876,868 | $274.8M |
| Commerce Bank | 0.98% | Reduce -5.8% | 1,523,545 | $223.1M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +5.0% | 1,486,576 | $217.6M |
| US Bancorp \de | 0.22% | Reduce -14.5% | 1,353,964 | $198.2M |
| Envestnet Portfolio Solutions, Inc. | 0.95% | Reduce -17.9% | 1,352,671 | $198.0M |
| Plante Moran Financial Advisors, LLC | 9.02% | Add +556460.9% | 1,324,615 | $193.9M |
| Osaic Holdings, Inc. | 0.22% | Add +8.5% | 1,270,561 | $186.1M |
| First Citizens Bank & Trust Co. | 2.72% | Reduce -19.0% | 1,242,947 | $182.0M |
| Cullen/Frost Bankers, Inc. | 1.71% | Reduce -6.7% | 1,188,094 | $173.9M |
| FMR LLC | 0.01% | Reduce -3.3% | 1,138,018 | $166.6M |
| Raymond James Financial Inc. | 0.04% | Reduce -3.9% | 996,753 | $145.9M |
| Royal Bank of Canada | 0.02% | Add +21.6% | 918,632 | $134.5M |
| Financial Advisory Corp | 14.44% | Reduce -5.0% | 743,948 | $108.9M |
| American Family Investments, Inc. | 1.91% | Add +16.6% | 723,817 | $106.0M |
| Cetera Investment Advisers | 0.10% | Add +4.7% | 722,419 | $105.8M |
| Mariner, LLC | 0.10% | Reduce -1.7% | 662,972 | $97.1M |
| Zions Bancorporation, National Association | 5.80% | Add +31.2% | 662,087 | $96.9M |
| Truist Financial Corp. | 0.11% | Add +0.6% | 641,849 | $94.0M |
| Focus Partners Wealth | 0.10% | Reduce -3.2% | 636,878 | $93.2M |
| CIBC Bancorp USA Inc. | 0.11% | Reduce -2.7% | 615,207 | $90.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.9% | 588,919 | $85.2M |
| Stephens Group Asset Management, LLC | 4.66% | Add +2.2% | 563,017 | $82.4M |
| Fifth Third Bancorp | 0.12% | Reduce -3.8% | 491,388 | $71.9M |
| Stephens Inc. | 0.80% | Reduce -7.3% | 485,385 | $71.1M |
| Equitable Holdings, Inc. | 0.40% | Reduce -16.9% | 461,131 | $67.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.9% | 452,315 | $66.2M |
| Rodgers & Associates, LTD | 5.79% | Add +1.0% | 435,416 | $63.7M |
| Creative Planning | 0.04% | Reduce -1.9% | 415,398 | $60.8M |
| Johnson Investment Counsel Inc. | 0.43% | Reduce -0.5% | 401,192 | $58.7M |
| BNP Paribas Financial Markets | 0.03% | Add +32.1% | 395,460 | $57.9M |
| Wellington Management Group LLP | 0.01% | New | 370,317 | $54.2M |
| AMG National Trust Bank | 1.03% | Add +0.9% | 340,414 | $49.8M |
| Wescott Financial Advisory Group, LLC | 3.84% | Add +0.3% | 338,838 | $49.6M |
| Truepoint, Inc. | 0.98% | Reduce -4.6% | 320,731 | $47.0M |
| Krilogy Financial LLC | 1.36% | Add +2.3% | 313,541 | $45.9M |
| M&T Bank Corp | 0.13% | Reduce -0.5% | 303,981 | $44.5M |
| Cedar Mountain Advisors, LLC | 6.96% | Add +1.1% | 276,200 | $40.4M |
| Natixis Advisors, LLC | 0.04% | Reduce -21.0% | 273,307 | $40.0M |
| Moneta Group Investment Advisors LLC | 0.28% | Reduce -0.5% | 255,257 | $37.4M |
| Badgley Phelps Wealth Managers, LLC | 0.64% | Add +1.6% | 250,932 | $36.7M |
| Pinnacle Financial Partners, Inc. | 0.25% | Reduce -1.2% | 250,670 | $36.7M |
| Baird Financial Group, Inc. | 0.05% | Add +1.8% | 249,376 | $36.5M |
| HighTower Advisors, LLC | 0.03% | Add +1.1% | 245,402 | $35.9M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.8% | 226,826 | $33.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -12.9% | 223,326 | $32.7M |
| Bokf, NA | 0.45% | Reduce -1.3% | 222,647 | $32.6M |
| Hantz Financial Services, Inc. | 0.43% | Reduce -1.6% | 216,541 | $31.7M |
| GenWealth Group, Inc. | 4.75% | New | 208,254 | $30.5M |
| RTD Financial Advisors, Inc. | 3.12% | Add +0.8% | 195,438 | $28.6M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -2.2% | 193,126 | $28.3M |
| Lido Advisors, LLC | 0.10% | Reduce -0.3% | 192,603 | $28.2M |
| EP Wealth Advisors, LLC | 0.11% | Reduce -0.9% | 190,389 | $27.9M |
| Oppenheimer & Co. Inc. | 0.29% | Reduce -6.2% | 187,930 | $27.5M |
| Orion Porfolio Solutions, LLC | 0.21% | Reduce -10.6% | 187,509 | $27.5M |
| Keybank National Association | 0.09% | Add +7.6% | 185,295 | $27.1M |
| Parkway Wealth Management Group, LLC | 3.12% | Add +0.4% | 184,822 | $27.1M |
| Stifel Financial Corp. | 0.02% | Add +9.3% | 177,600 | $26.0M |
| HSBC Holdings PLC | 0.01% | Add +1.2% | 175,551 | $25.7M |
| Pacific Life Fund Advisors LLC | 2.80% | Reduce -56.5% | 264,305 | $25.5M |
| Integrated Investment Consultants, LLC | 4.94% | Reduce -2.3% | 171,138 | $25.1M |
| Accredited Investors Inc. | 1.08% | Reduce -3.3% | 170,300 | $24.9M |
| SVB Wealth LLC | 1.56% | Reduce -4.6% | 169,224 | $24.8M |
| Pathstone Holdings, LLC | 0.07% | Add +68.3% | 168,554 | $24.7M |
| Bank of Montreal | 0.01% | Reduce -6.2% | 166,511 | $24.4M |
| Washington Trust Bank | 1.70% | Reduce -4.9% | 166,435 | $24.4M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +4.0% | 163,603 | $24.0M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -14.3% | 163,540 | $23.9M |
| Corient Private Wealth LP | 0.03% | Add +17.3% | 163,106 | $23.9M |
| Midwest Trust Co | 0.27% | Add +0.9% | 160,932 | $23.6M |
| MML Investors Services, LLC | 0.05% | Add +14.7% | 155,142 | $22.7M |
| Whitaker-Myers Wealth Managers, LTD. | 3.78% | Add +7.8% | 154,430 | $22.6M |
| Congress Asset Management Co. | 0.14% | Reduce -50.4% | 154,279 | $22.6M |
| AE Wealth Management LLC | 0.10% | Add +28.0% | 152,890 | $22.4M |
| MAI Capital Management | 0.09% | Reduce -6.0% | 152,623 | $22.3M |
| Tiaa Trust, National Association | 1.32% | Reduce -3.0% | 152,190 | $22.3M |
| Falcon Wealth Planning | 1.40% | Add +3.5% | 151,371 | $22.2M |
| StoryOne LLC | 10.25% | Add +0.0% | 148,100 | $21.7M |
| Mechanics Bank Trust Department | 2.64% | Add +4.2% | 145,534 | $21.3M |
| Mesirow Financial Investment Management, Inc. | 0.33% | Reduce -48.4% | 143,704 | $21.0M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -0.5% | 137,750 | $20.2M |
| Waverly Advisors, LLC | 0.12% | Reduce -22.1% | 135,272 | $19.8M |
| Intergy Private Wealth, LLC | 4.48% | Add +406.6% | 132,539 | $19.4M |
| LBJ Family Wealth Advisors, Ltd. | 9.61% | Reduce -0.9% | 130,287 | $18.9M |
| Northern Trust Corp. | 0.00% | Reduce -5.1% | 128,220 | $18.8M |
| Captrust Financial Advisors | 0.03% | Add +5.6% | 127,771 | $18.7M |
| Diversified Management Inc. | 3.89% | Add +1.0% | 124,322 | $18.2M |
| Stonebridge Financial Group, LLC | 1.34% | Add +2.3% | 120,345 | $17.6M |
| Private Advisor Group, LLC | 0.08% | Reduce -4.1% | 118,781 | $17.4M |
| Bank of Hawaii | 0.84% | Reduce -55.8% | 115,648 | $16.9M |
| Sanctuary Advisors, LLC | 0.08% | Add +15.6% | 114,201 | $16.7M |
| JMG Financial Group, Ltd. | 0.40% | Reduce -1.1% | 113,405 | $16.6M |
| Southern Capital Advisors, LLC | 6.56% | Add +7.6% | 107,320 | $15.7M |
| Avantax Planning Partners, Inc. | 0.39% | Reduce -4.2% | 107,070 | $15.7M |
| Curi Capital, LLC | 0.24% | Reduce -5.3% | 107,028 | $15.7M |
| Brown Advisory Inc. | 0.02% | Reduce -46.8% | 103,158 | $15.1M |
| Bishop & Co Investment Management, LLC | 4.65% | Add +1.4% | 103,129 | $15.1M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Reduce -1.5% | 103,050 | $15.1M |
| LMG Wealth Partners, LLC | 2.39% | Add +6.0% | 102,212 | $15.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.3% | 102,008 | $14.9M |
| Connecticut Wealth Management, LLC | 0.55% | Reduce -0.0% | 100,892 | $14.8M |
| VestGen Advisors, LLC | 0.43% | Add +7.8% | 99,121 | $14.5M |
| HUB Investment Partners, LLC | 0.27% | Reduce -15.6% | 98,621 | $14.4M |
| Canandaigua National Bank & Trust Co. | 1.21% | — | 97,890 | $14.3M |
| Nuveen, LLC | 0.00% | Add +18.7% | 93,911 | $13.7M |
| Prosperity Consulting Group, LLC | 0.52% | Add +16.2% | 93,825 | $13.7M |
| Farmers & Merchants Investments Inc. | 0.33% | Reduce -0.2% | 93,272 | $13.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.1% | 95,654 | $13.6M |
| Heck Capital Advisors, LLC | 0.79% | Reduce -1.9% | 90,654 | $13.3M |
| IFP Advisors, Inc | 0.23% | Add +11.4% | 88,152 | $12.9M |
| NorthRock Partners, LLC | 0.18% | Reduce -3.6% | 86,562 | $12.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Reduce -15.2% | 85,868 | $12.6M |
| First Citizens Asset Management, Inc. | 3.99% | Reduce -5.6% | 85,212 | $12.5M |
| WestHill Financial Advisors, Inc. | 2.09% | Add +0.4% | 83,725 | $12.3M |
| XML Financial, LLC | 0.89% | Add +1.0% | 83,381 | $12.2M |
| Cerity Partners LLC | 0.01% | Add +6.6% | 82,482 | $12.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -66.2% | 80,842 | $11.8M |
| Occidental Asset Management, LLC | 1.16% | Reduce -0.9% | 80,054 | $11.7M |
| First National Trust Co | 0.39% | Add +1.1% | 79,197 | $11.6M |
| Sterling Capital Management LLC | 0.20% | Add +4.7% | 79,016 | $11.6M |
| Whitegate Investment Counselors, Inc. | 3.28% | Reduce -0.3% | 78,630 | $11.5M |
| Legacy Edge Advisors, LLC | 1.04% | Reduce -0.8% | 77,597 | $11.4M |
| Argent Trust Co | 0.33% | Reduce -1.8% | 77,396 | $11.3M |
| Corundum Group, Inc. | 3.31% | Add +1.1% | 76,317 | $11.2M |
| NewEdge Advisors, LLC | 0.03% | Reduce -20.8% | 75,558 | $11.1M |
| First Horizon Corp. | 0.43% | Reduce -0.3% | 75,461 | $11.0M |
| MidFirst Bank | 0.77% | Reduce -0.2% | 73,734 | $10.8M |
| Petra Financial Advisors Inc. | 4.99% | Add +1.9% | 73,491 | $10.8M |
| Sentinel Advisory Group, LLC | 4.37% | Add +8.4% | 73,023 | $10.7M |
| Summit Trail Advisors, LLC | 0.13% | Add +0.0% | 72,674 | $10.6M |
| &partners | 0.04% | Reduce -25.3% | 69,969 | $10.3M |
| Stock Yards Bank & Trust Co. | 0.29% | Add +3.6% | 69,536 | $10.2M |
| First Merchants Corp. | 0.35% | Add +3.2% | 68,631 | $10.0M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -7.4% | 67,739 | $9.9M |
| USAdvisors Wealth Management, LLC | 2.84% | Add +48.7% | 67,608 | $9.9M |
| First Foundation Advisors | 0.35% | Add +0.3% | 66,345 | $9.7M |
| Summit Wealth Group LLC / Co. | 0.80% | Add +8.2% | 65,699 | $9.6M |
| Conning Inc. | 0.30% | No change | 65,605 | $9.6M |
| Stevens Capital Partners | 1.81% | Add +7.9% | 64,852 | $9.5M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +15.7% | 64,174 | $9.4M |
| Private Wealth Asset Management, LLC | 0.87% | Reduce -8.4% | 61,655 | $9.0M |
| Mainsail Financial Group, LLC | 3.06% | Add +15.9% | 61,533 | $9.0M |
| Crescent Grove Advisors, LLC | 0.75% | Reduce -0.8% | 60,813 | $8.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +9.0% | 59,293 | $8.7M |
| Tower Research Capital LLC (TRC) | 0.21% | Add +47.5% | 58,939 | $8.6M |
| Three Bearings Fiduciary Advisors, Inc. | 7.61% | Add +2.2% | 58,018 | $8.5M |
| Citadel Advisors | 0.00% | New | 57,659 | $8.4M |
| J.W. Cole Advisors, Inc. | 0.14% | New | 57,373 | $8.4M |
| Clear Harbor Asset Management, LLC | 0.52% | Reduce -3.3% | 56,680 | $8.3M |
| GHP Investment Advisors, Inc. | 0.30% | Reduce -2.7% | 56,070 | $8.2M |
| Field & Main Bank | 1.69% | Add +61976.7% | 55,869 | $8.2M |
| Condor Capital Management | 0.60% | Add +3.6% | 55,077 | $8.1M |
| UMB Bank, n.a. | 0.10% | Reduce -5.3% | 54,694 | $8.0M |
| Quantinno Capital Management LP | 0.01% | Add +29.8% | 53,780 | $7.9M |
| Powell Investment Advisors, LLC | 2.41% | Reduce -0.0% | 52,203 | $7.6M |
| Atlantic Union Bankshares Corp | 0.13% | Add +34.4% | 51,960 | $7.6M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.6% | 50,785 | $7.4M |
| Clearstead Advisors, LLC | 0.07% | Add +2.1% | 50,405 | $7.4M |
| Blair William & Co. | 0.02% | Add +7.0% | 50,288 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -6.1% | 50,156 | $7.3M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +0.4% | 49,469 | $7.2M |
| Farther Finance Advisors, LLC | 0.06% | Add +5.0% | 49,415 | $7.2M |
| Ticino Wealth | 2.26% | Add +23.7% | 48,978 | $7.2M |
| Merit Financial Group, LLC | 0.04% | Add +50.9% | 48,429 | $7.1M |
| Vance Wealth, LLC | 1.58% | Add +0.9% | 47,896 | $7.0M |
| Fifth Third Securities, Inc. | 0.40% | Add +1.2% | 47,821 | $7.0M |
| Old National Bancorp | 0.14% | Add +6.1% | 47,759 | $7.0M |
| Harbour Investments, Inc. | 0.09% | Add +0.8% | 46,780 | $6.8M |
| Tocqueville Asset Management L.P. | 0.09% | Reduce -0.6% | 45,275 | $6.6M |
| Bessemer Group Inc. | 0.01% | Reduce -0.3% | 45,212 | $6.6M |
| Kingswood Wealth Advisors, LLC | 0.27% | Add +1.6% | 44,890 | $6.6M |
| Fidelis Capital Partners, LLC | 0.38% | Add +0.3% | 44,658 | $6.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.77% | Add +0.3% | 44,388 | $6.5M |
| Investment Partners, LTD. | 2.03% | Add +2.8% | 44,284 | $6.5M |
| Savant Capital, LLC | 0.02% | Add +10.4% | 44,239 | $6.5M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +2.9% | 43,870 | $6.4M |
| TAGStone Capital, Inc. | 2.03% | Add +0.1% | 43,547 | $6.4M |
| Sigma Planning Corp | 0.16% | Add +1.2% | 43,508 | $6.4M |
| AQR Capital Management | 0.00% | Add +97.9% | 43,450 | $6.4M |
| GLOBALT Investments LLC / GA | 0.21% | Reduce -6.3% | 43,375 | $6.4M |
| Hilltop National Bank | 1.35% | Reduce -1.3% | 43,051 | $6.3M |
| Summit Financial, LLC | 0.07% | Reduce -49.3% | 42,435 | $6.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -2.5% | 42,161 | $6.2M |
| Weinberger Asset Management, Inc | 1.92% | Add +13.9% | 43,606 | $6.0M |
| Kintra Wealth, LLC | 0.31% | Add +19.3% | 40,475 | $6.0M |
| Gladstone Institutional Advisory LLC | 0.19% | Reduce -0.1% | 40,593 | $5.9M |
| Regions Financial Corp. | 0.04% | Reduce -2.0% | 40,260 | $5.9M |
| Arax Advisory Partners | 0.04% | Add +19.1% | 39,784 | $5.8M |
| Freestone Capital Holdings, LLC | 0.15% | Reduce -6.8% | 39,524 | $5.8M |
| Eukles Asset Management | 2.38% | Add +12.2% | 39,325 | $5.8M |
| Capital Group Private Client Services, Inc. | 0.08% | Add +7.0% | 38,081 | $5.6M |
| Cresset Asset Management, LLC | 0.02% | Reduce -1.6% | 37,991 | $5.6M |
| First National Bank of Omaha | 0.16% | Reduce -4.3% | 38,207 | $5.5M |
| Lee Financial Co | 0.71% | Add +0.7% | 37,755 | $5.5M |
| Acima Private Wealth, LLC | 1.58% | No change | 37,139 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +112.2% | 36,895 | $5.4M |
| Procyon Advisors, LLC | 0.23% | Add +0.8% | 36,874 | $5.4M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -0.7% | 36,800 | $5.4M |
| Saiph Capital, LLC | 1.61% | Reduce -0.7% | 36,798 | $5.4M |
| Kingdom Financial Group LLC. | 1.38% | Add +23.4% | 36,778 | $5.4M |
| Citigroup Inc. | 0.00% | Add +19.2% | 36,743 | $5.4M |
| Harbor Investment Advisory, LLC | 0.37% | Add +2.5% | 36,496 | $5.3M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -2.8% | 36,180 | $5.3M |
| McAdam, LLC | 0.20% | Reduce -25.8% | 35,997 | $5.3M |
| Processus Wealth & Capital Management, LLC | 3.12% | Add +3.2% | 35,981 | $5.3M |
| Certified Advisory Corp | 0.42% | Reduce -6.7% | 35,955 | $5.3M |
| Equitable Trust Co. | 0.22% | Reduce -1.0% | 35,705 | $5.2M |
| Widmann Financial Services, Inc. | 2.78% | Add +2.9% | 35,390 | $5.2M |
| Vestmark Advisory Solutions, Inc. | 0.05% | New | 35,072 | $5.1M |
| Johnson Financial Group, Inc. | 0.17% | Reduce -6.2% | 34,981 | $5.1M |
| Kelsey Financial, LLC | 3.83% | Add +8.9% | 34,500 | $5.1M |
| Advisory Resource Group | 0.75% | Add +984.3% | 34,254 | $5.0M |
| Glenmede Trust Co. NA | 0.02% | Add +35.1% | 34,116 | $5.0M |
| Sequent Asset Management, LLC | 2.09% | No change | 33,835 | $5.0M |
| Renaissance Technologies | 0.01% | New | 33,029 | $4.8M |
| Courier Capital LLC | 0.24% | Add +0.1% | 32,976 | $4.8M |
| Beacon Bank & Trust | 0.92% | Reduce -1.6% | 32,928 | $4.8M |
| Kingsview Wealth Management, LLC | 0.06% | Add +1.7% | 32,854 | $4.8M |
| Burns Matteson Capital Management, LLC | 1.51% | Reduce -2.5% | 32,521 | $4.8M |
| Hofer & Associates. Inc | 2.30% | Add +1.9% | 32,498 | $4.8M |
| Atlas Brown,Inc. | 1.28% | Reduce -1.3% | 32,484 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -21.9% | 32,380 | $4.7M |
| Councilor Wealth, LLC | 1.91% | Reduce -1.8% | 32,251 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 32,076 | $4.7M |
| LWM Advisors Inc. | 3.95% | Add +1.8% | 31,550 | $4.6M |
| Advisory Services Network, LLC | 0.05% | Reduce -19.5% | 30,995 | $4.5M |
| Vision Capital Management, Inc. | 0.51% | No change | 30,582 | $4.5M |
| Auour Investments LLC | 1.24% | Add +3.0% | 29,526 | $4.3M |
| Brady Martz Wealth Solutions, LLC | 0.64% | Reduce -0.6% | 29,039 | $4.3M |
| MV Capital Management, Inc. | 0.37% | Add +0.1% | 28,890 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Add +2.8% | 28,969 | $4.2M |
| LifeWealth Investments, LLC | 1.12% | Add +18.1% | 28,562 | $4.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.1% | 28,539 | $4.2M |
| ARK & TLK Investments, LLC | 1.02% | No change | 28,196 | $4.1M |
| Beam Wealth Advisors, Inc. | 0.90% | Add +3.5% | 27,769 | $4.1M |
| Essex Financial Services, Inc. | 0.20% | Add +0.1% | 27,513 | $4.0M |
| Eagle Strategies LLC | 0.40% | Add +1.4% | 27,493 | $4.0M |
| Consolidated Investment Group LLC | 0.35% | No change | 27,450 | $4.0M |
| Stone Wealth Partners | 2.93% | Add +5.2% | 27,376 | $4.0M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Reduce -0.4% | 26,910 | $3.9M |
| Thoroughbred Financial Services, LLC | 0.19% | Add +8.6% | 26,723 | $3.9M |
| Mathes Company, Inc. | 1.21% | No change | 26,603 | $3.9M |
| IHT Wealth Management, LLC | 0.08% | Add +0.6% | 26,545 | $3.9M |
| Atria Investments, Inc | 0.04% | Add +77.2% | 26,212 | $3.8M |
| Wesbanco Bank Inc. | 0.10% | Reduce -0.2% | 26,174 | $3.8M |
| Veridan Wealth LLC | 1.30% | Add +20.8% | 25,550 | $3.7M |
| Becker Capital Management Inc. | 0.10% | Add +1.1% | 25,465 | $3.7M |
| Arkadios Wealth Advisors | 0.06% | Reduce -7.2% | 25,305 | $3.7M |
| Bluespring Wealth Management, LLC | 0.07% | New | 25,276 | $3.7M |
| KMG Fiduciary Partners, LLC | 0.34% | Reduce -61.2% | 25,255 | $3.7M |
| Vanguard National Trust Co | 0.20% | Add +0.1% | 25,076 | $3.7M |
| Flow Traders U.S. LLC | 0.15% | Reduce -50.9% | 24,818 | $3.6M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.9% | 24,735 | $3.6M |
| MSH Capital Advisors LLC | 0.63% | Add +3.3% | 24,737 | $3.6M |
| Strategic Blueprint, LLC | 0.18% | Add +139.8% | 24,484 | $3.6M |
| Choreo, LLC | 0.04% | Reduce -5.1% | 24,326 | $3.6M |
| Glenview Trust Co | 0.05% | No change | 23,948 | $3.5M |
| Global Retirement Partners, LLC | 0.05% | — | 23,444 | $3.4M |
| One Capital Management, LLC | 0.09% | No change | 26,601 | $3.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.86% | Add +9.3% | 23,212 | $3.4M |
| Nicolet Bankshares Inc. | 0.11% | Add +0.7% | 23,277 | $3.4M |
| Rwa Wealth Partners, LLC | 0.03% | Add +11.4% | 23,100 | $3.4M |
| Howard Bailey Securities, LLC | 1.27% | Add +15.9% | 23,081 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -4.2% | 22,890 | $3.4M |
| Intrepid Financial Planning Group LLC | 1.13% | Reduce -1.1% | 22,766 | $3.3M |
| Pointe Capital Management LLC | 1.48% | Add +5.8% | 22,524 | $3.3M |
| Financial Partners Group, Inc | 0.33% | Reduce -1.9% | 22,513 | $3.3M |
| Pinnacle Associates Ltd. | 0.04% | Add +0.2% | 22,443 | $3.3M |
| Brighton Jones LLC | 0.06% | Add +0.6% | 22,341 | $3.3M |
| Avior Wealth Management, LLC | 0.08% | Reduce -9.3% | 22,109 | $3.2M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Add +48.1% | 21,936 | $3.2M |
| Meridian Wealth Management, LLC | 0.10% | Add +2.9% | 21,889 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +3.7% | 21,867 | $3.2M |
| HM Payson & Co. | 0.04% | Reduce -23.6% | 21,836 | $3.2M |
| Ballew Advisors, Inc | 1.63% | Reduce -0.2% | 22,110 | $3.2M |
| Lowery Thomas, LLC | 1.53% | Reduce -0.3% | 21,378 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -7.0% | 20,866 | $3.1M |
| Vise Technologies, Inc. | 0.03% | Add +162.2% | 20,802 | $3.0M |
| Ameritas Advisory Services, LLC | 0.06% | Add +67.1% | 20,692 | $3.0M |
| Tennessee Valley Asset Management Partners | 0.33% | Reduce -23.6% | 20,548 | $3.0M |
| Simplicity Wealth,LLC | 0.10% | Add +17.1% | 20,535 | $3.0M |
| Broadleaf Partners, LLC | 0.58% | Add +3.5% | 20,519 | $3.0M |
| Naviter Wealth, LLC | 0.27% | Add +8.0% | 20,316 | $3.0M |
| Geneva Capital Management LLC | 0.07% | Reduce -13.4% | 20,221 | $3.0M |
| Ieq Capital, LLC | 0.01% | Add +45.8% | 20,121 | $2.9M |
| MCF Advisors LLC | 0.10% | Reduce -0.6% | 19,875 | $2.9M |
| Parallel Advisors, LLC | 0.04% | Reduce -1.9% | 19,734 | $2.9M |
| SOA Wealth Advisors, LLC. | 0.47% | Reduce -48.2% | 19,296 | $2.8M |
| Independent Financial Group, LLC | 0.05% | Add +41.2% | 19,143 | $2.8M |
| Wilmington Savings Fund Society, FSB | 0.06% | Add +47.1% | 19,141 | $2.8M |
| HMS Capital Management, LLC | 1.04% | Add +1.0% | 19,030 | $2.8M |
| JPL Wealth Management, LLC | 0.55% | Reduce -9.6% | 18,925 | $2.8M |
| Bleakley Financial Group, LLC | 0.04% | Add +14.5% | 18,825 | $2.8M |
| Proactive Wealth Strategies LLC | 0.44% | Reduce -1.6% | 18,735 | $2.7M |
| Tolleson Wealth Management, Inc. | 0.37% | Reduce -28.6% | 18,646 | $2.7M |
| Rathbones Group PLC | 0.01% | Add +0.4% | 18,626 | $2.7M |
| Dominguez Wealth Management Solutions, Inc. | 1.49% | Add +0.2% | 18,429 | $2.7M |
| Sierra Capital LLC | 0.26% | Add +1.1% | 18,343 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -3.8% | 18,297 | $2.7M |
| Paragon Financial Partners, Inc. | 1.44% | Reduce -4.3% | 19,492 | $2.7M |
| Element Wealth, LLC | 1.00% | Reduce -5.7% | 18,090 | $2.6M |
| Allegheny Financial Group | 0.28% | Add +3.9% | 17,840 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +14.9% | 20,310 | $2.6M |
| Moran Wealth Management, LLC | 0.07% | New | 17,726 | $2.6M |
| Amarillo National Bank | 0.42% | Add +1.9% | 17,706 | $2.6M |
| Wealth Management Nebraska | 0.23% | Reduce -4.8% | 17,428 | $2.6M |
| Post Resch Tallon Group Inc. | 1.74% | Add +0.3% | 17,207 | $2.5M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 17,004 | $2.5M |
| Betterment LLC | 0.00% | Add +9.5% | 16,952 | $2.5M |
| Builder Investment Group Inc. | 0.49% | Add +0.0% | 16,912 | $2.5M |
| Nvest Financial, LLC | 0.78% | Add +2.5% | 16,869 | $2.5M |
| Insight 2811, Inc. | 0.99% | Add +1.5% | 16,737 | $2.5M |
| Cooper Financial Group | 0.20% | Add +16.8% | 16,663 | $2.4M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -57.8% | 16,646 | $2.4M |
| Geneos Wealth Management Inc. | 0.05% | No change | 16,597 | $2.4M |
| Horst & Graben Wealth Management LLC | 0.32% | Add +0.1% | 16,622 | $2.4M |
| TD Private Client Wealth LLC | 0.04% | Reduce -13.2% | 16,359 | $2.4M |
| Ducere Wealth Management LLC | 0.72% | Reduce -26.8% | 16,270 | $2.4M |
| Castleark Management LLC | 0.06% | No change | 16,000 | $2.3M |
| Peloton Wealth Strategists | 0.89% | Add +6.3% | 15,922 | $2.3M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +7.4% | 15,851 | $2.3M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -1.6% | 15,716 | $2.3M |
| BlackRock, Inc. | 0.00% | Reduce -51.6% | 15,687 | $2.3M |
| Key Capital Management, INC | 1.18% | Add +46.0% | 15,664 | $2.3M |
| Claro Advisors Inc. | 0.24% | Add +2.3% | 15,575 | $2.3M |
| Kanawha Capital Management LLC | 0.15% | Reduce -1.6% | 15,474 | $2.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -21.6% | 15,465 | $2.3M |
| United Advisor Group, LLC | 0.24% | Add +7.1% | 15,407 | $2.3M |
| Shakespeare Wealth Management, LLC | 0.59% | Reduce -4.3% | 15,332 | $2.2M |
| Nwam LLC | 0.11% | Reduce -7.7% | 15,262 | $2.2M |
| Montgomery Financial Services LLC | 1.93% | — | 15,128 | $2.2M |
| National Philanthropic Trust | 0.03% | Add +81.0% | 15,062 | $2.2M |
| Valeo Financial Advisors, LLC | 0.05% | Add +5.7% | 14,972 | $2.2M |
| Global Strategic Investment Solutions, LLC | 0.20% | Add +0.1% | 14,953 | $2.2M |
| Northeast Planning Associates, Inc. / NH / | 1.63% | Add +12.4% | 15,859 | $2.2M |
| Brookstone Capital Management | 0.02% | Add +5.0% | 14,757 | $2.2M |
| Prospera Financial Services Inc | 0.03% | Add +2.2% | 14,743 | $2.2M |
| MWA Asset Management | 0.97% | Reduce -1.5% | 14,614 | $2.1M |
| Rose Capital Advisors LLC | 1.14% | — | 14,577 | $2.1M |
| Pilgrim Partners Asia Pte Ltd | 0.93% | No change | 14,450 | $2.1M |
| Total Clarity Wealth Management, Inc. | 0.41% | Reduce -9.6% | 14,408 | $2.1M |
| Nadler Financial Group, Inc. | 0.18% | Reduce -0.1% | 14,396 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -19.9% | 14,339 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -1.0% | 14,263 | $2.1M |
| First National Bank Sioux Falls | 0.56% | No change | 15,290 | $2.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -58.8% | 14,018 | $2.1M |
| Evergreen Capital Management LLC | 0.04% | Reduce -19.9% | 13,922 | $2.0M |
| Western Wealth Management, LLC | 0.07% | Reduce -6.0% | 13,882 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +12.9% | 13,824 | $2.0M |
| TIAA Wealth Investment Management LLC | 0.01% | Reduce -7.6% | 13,647 | $2.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +18.1% | 13,442 | $2.0M |
| Foronjy Financial LLC | 0.72% | New | 13,438 | $2.0M |
| Trust Point Inc. | 0.17% | Add +0.1% | 13,419 | $2.0M |
| TBH Global Asset Management, LLC | 0.36% | No change | 13,404 | $2.0M |
| Navigation Group, LLC | 0.38% | Reduce -0.7% | 13,319 | $2.0M |
| Tradition Wealth Management, LLC | 0.12% | Reduce -1.5% | 13,298 | $1.9M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -2.6% | 13,169 | $1.9M |
| Mission Wealth Management, LP | 0.02% | Add +15.2% | 13,142 | $1.9M |
| Friday Financial | 0.51% | Add +20.0% | 13,546 | $1.9M |
| Fund Evaluation Group, LLC | 0.05% | Add +1.7% | 13,074 | $1.9M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 13,015 | $1.9M |
| American Wealth Advisors, LLC | 1.78% | Reduce -0.1% | 12,977 | $1.9M |
| Flputnam Investment Management Co. | 0.02% | Add +271.2% | 13,037 | $1.9M |
| BTC Capital Management, Inc. | 0.12% | No change | 12,946 | $1.9M |
| Cordgrass Capital Advisors, LLC | 0.70% | No change | 12,910 | $1.9M |
| Serenity Investment Advisors | 0.81% | Reduce -0.3% | 13,283 | $1.9M |
| IFC Advisors LLC | 0.24% | No change | 12,900 | $1.9M |
| Corsair Capital Management, L.P. | 0.23% | Add +102.1% | 15,833 | $1.9M |
| Capital Squared Financial LLC | 1.21% | Add +0.3% | 12,690 | $1.9M |
| Laurel Oak Wealth Management, LLC | 0.27% | Reduce -11.4% | 12,660 | $1.9M |
| Allstreet Capital Advisors LLC | 1.20% | Reduce -7.8% | 12,607 | $1.8M |
| Global Trust Wealth Management LLC | 1.26% | Add +1.0% | 12,455 | $1.8M |
| Whittier Trust Co. | 0.02% | Add +22.9% | 12,630 | $1.8M |
| Composition Wealth, LLC | 0.02% | Reduce -0.2% | 12,433 | $1.8M |
| Rossmore Private Capital | 0.15% | No change | 12,312 | $1.8M |
| Highland Capital Management, LLC | 0.08% | No change | 12,297 | $1.8M |
| Chicago Partners Investment Group LLC | 0.04% | Add +3.8% | 12,922 | $1.8M |
| Sage Financial Group Inc. | 0.10% | Reduce -0.5% | 12,170 | $1.8M |
| Franklin Resources Inc. | 0.00% | Add +14.6% | 12,154 | $1.8M |
| Ritter Daniher Financial Advisory LLC / DE | 0.27% | Reduce -0.1% | 12,012 | $1.8M |
| Golden State Wealth Management, LLC | 0.16% | Add +0.6% | 11,991 | $1.8M |
| Luts & Greenleigh Group, Inc. | 1.30% | Reduce -0.0% | 11,758 | $1.7M |
| Financial Freedom, LLC | 0.79% | Add +0.1% | 11,726 | $1.7M |
| Venture Visionary Partners LLC | 0.05% | Add +0.0% | 11,693 | $1.7M |
| Compound Planning, Inc. | 0.04% | Reduce -2.9% | 11,660 | $1.7M |
| Next Capital Management LLC | 0.46% | Add +0.0% | 11,648 | $1.7M |
| Integrity Alliance, Llc. | 0.05% | Add +18.6% | 11,570 | $1.7M |
| Willner & Heller, LLC | 1.05% | Reduce -2.8% | 11,477 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.1% | 11,468 | $1.7M |
| Clearbridge Investments, LLC | 0.00% | Reduce -2.0% | 11,450 | $1.7M |
| Cornerstone Financial Management LLC | 1.34% | Add +3.2% | 11,444 | $1.7M |
| Fiduciary Trust Co | 0.02% | Add +2.4% | 11,424 | $1.7M |
| Dynamic Financial Group | 1.26% | Add +6.6% | 11,397 | $1.7M |
| Clarion Wealth Managment Partners, LLC | 1.34% | Reduce -2.3% | 11,374 | $1.7M |
| Clearstead Trust, LLC | 0.22% | No change | 11,329 | $1.7M |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -4.5% | 11,204 | $1.6M |
| Private Trust Co. NA | 0.13% | Reduce -0.1% | 11,160 | $1.6M |
| FAS Wealth Partners, Inc. | 0.08% | Add +0.3% | 11,080 | $1.6M |
| Mgo One Seven LLC | 0.03% | Reduce -0.3% | 11,025 | $1.6M |
| Victory Financial Group, LLC | 0.17% | Add +16.3% | 10,927 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.4% | 10,865 | $1.6M |
| One Day In July LLC | 0.11% | No change | 10,842 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.49% | Reduce -0.2% | 10,660 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +8.4% | 10,595 | $1.6M |
| Thomasville National Bank | 0.09% | — | 10,570 | $1.5M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 10,876 | $1.5M |
| James J. Burns & Company, LLC | 0.16% | Reduce -0.9% | 10,314 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.30% | No change | 10,293 | $1.5M |
| Walsh & Associates, LLC | 1.23% | Add +6.2% | 10,261 | $1.5M |
| Fiduciary Financial Advisors | 0.15% | New | 10,240 | $1.5M |
| Huntington National Bank | 0.01% | Reduce -1.5% | 10,106 | $1.5M |
| Twin Focus Capital Partners, LLC | 0.15% | No change | 10,083 | $1.5M |
| Cranbrook Wealth Management, LLC | 0.28% | No change | 10,035 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.7% | 9,970 | $1.5M |
| Stegner Investment Associates Inc. | 0.69% | Reduce -3.4% | 9,887 | $1.4M |
| Moneco Advisors, LLC | 0.09% | Add +5.6% | 9,812 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Add +3.7% | 9,784 | $1.4M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.49% | — | 9,772 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -13.5% | 9,719 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Reduce -3.4% | 9,677 | $1.4M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 9,658 | $1.4M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.3% | 9,634 | $1.4M |
| Vertrix Wealth Management, LLC | 0.47% | Reduce -7.2% | 9,557 | $1.4M |
| Taylor & Morgan Wealth Management, LLC | 0.69% | Reduce -6.9% | 9,537 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Reduce -3.5% | 9,498 | $1.4M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -0.0% | 9,465 | $1.4M |
| Sowell Financial Services LLC | 0.04% | Add +44.9% | 9,362 | $1.4M |
| AlTi Global, Inc. | 0.03% | Reduce -1.1% | 9,340 | $1.4M |
| Reynders McVeigh Capital Management, LLC | 0.06% | No change | 9,250 | $1.4M |
| Duncan Williams Asset Management, LLC | 0.30% | Add +0.0% | 9,234 | $1.4M |
| Aspiriant, LLC | 0.03% | Reduce -5.3% | 9,108 | $1.3M |
| BHK Investment Advisors, LLC | 0.40% | Reduce -2.1% | 9,102 | $1.3M |
| Lanark Financial, Inc. | 0.09% | Reduce -3.2% | 9,094 | $1.3M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -0.6% | 9,370 | $1.3M |
| PACK Private Wealth, LLC | 0.55% | No change | 9,031 | $1.3M |
| Ancora Advisors LLC | 0.03% | Reduce -18.5% | 8,868 | $1.3M |
| Parkside Financial Bank & Trust | 0.09% | Reduce -0.9% | 8,828 | $1.3M |
| Matters Capital LLC | 0.90% | Add +0.0% | 8,794 | $1.3M |
| Tsfg, LLC | 0.16% | Reduce -0.7% | 8,785 | $1.3M |
| Stage Harbor Financial, LLC | 0.74% | Add +19.7% | 8,759 | $1.3M |
| Principal Securities, Inc. | 0.02% | Add +7.0% | 8,695 | $1.3M |
| Orin Green Financial, LLC | 0.47% | Reduce -1.2% | 8,659 | $1.3M |
| Lifelong Wealth Advisors, Inc. | 0.29% | Reduce -8.2% | 8,535 | $1.2M |
| Wealth Management Partners, LLC | 0.29% | Reduce -0.5% | 8,519 | $1.2M |
| Fulton Bank, N.A. | 0.04% | No change | 8,446 | $1.2M |
| Smith Salley Wealth Management | 0.05% | Add +0.2% | 8,445 | $1.2M |
| Essential Investment Partners LLC | 0.99% | Add +1.2% | 8,385 | $1.2M |
| Brickley Wealth Management | 0.17% | Reduce -0.7% | 8,271 | $1.2M |
| Rebalance, LLC | 0.06% | Add +5.1% | 8,255 | $1.2M |
| BCS Wealth Management | 0.21% | No change | 8,092 | $1.2M |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -4.8% | 9,238 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.3% | 8,053 | $1.2M |
| Holland Advisory Services, Inc. | 1.30% | Reduce -8.8% | 8,044 | $1.2M |
| BLB&B Advisors, LLC | 0.04% | Reduce -29.3% | 8,028 | $1.2M |
| 1ST Source Bank | 0.05% | Reduce -2.5% | 7,979 | $1.2M |
| Ascentis Independent Advisors | 3.14% | Reduce -73.4% | 7,949 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Add +6.6% | 7,907 | $1.2M |
| Bearing Point Capital, LLC | 0.16% | No change | 7,887 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -2.6% | 7,869 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +80.9% | 7,862 | $1.2M |
| Old Mission Capital LLC | 0.03% | New | 7,852 | $1.1M |
| Rehmann Capital Advisory Group | 0.05% | Reduce -44.9% | 7,771 | $1.1M |
| Choate Investment Advisors | 0.02% | No change | 7,760 | $1.1M |
| Garrison Point Advisors, LLC | 0.46% | Reduce -1.3% | 7,758 | $1.1M |
| Biondo Investment Advisors, LLC | 0.14% | Add +11.0% | 7,757 | $1.1M |
| Alpine Bank Wealth Management | 0.14% | Reduce -0.1% | 7,634 | $1.1M |
| Callan Family Office, LLC | 0.02% | Reduce -3.3% | 7,630 | $1.1M |
| Jacobs Equity LLC | 0.77% | Reduce -4.1% | 7,603 | $1.1M |
| Gryphon Financial Partners LLC | 0.10% | Add +0.0% | 7,510 | $1.1M |
| Atticus Wealth Management, LLC | 0.26% | Reduce -0.9% | 7,417 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -0.1% | 7,411 | $1.1M |
| Ipswich Investment Management Co., Inc. | 0.23% | Add +2.5% | 7,330 | $1.1M |
| Brand Asset Management Group, Inc. | 0.24% | Reduce -0.7% | 7,303 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -1.6% | 8,036 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -26.6% | 7,278 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.10% | Add +1.2% | 7,276 | $1.1M |
| Visionary Wealth Advisors | 0.04% | Add +2.3% | 7,265 | $1.1M |
| Stonebridge Capital Advisors LLC | 0.07% | Reduce -9.5% | 7,219 | $1.1M |
| Key Financial Inc | 0.17% | Reduce -5.2% | 7,112 | $1.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -67.7% | 7,133 | $1.0M |
| Mairs & Power Inc. | 0.01% | New | 7,058 | $1.0M |
| Greenleaf Trust | 0.01% | Add +20.4% | 7,048 | $1.0M |
| Strategic Financial Concepts, LLC | 0.31% | Add +5.4% | 7,043 | $1.0M |
| Roberts Financial Services LLC | 0.30% | Reduce -1.9% | 7,026 | $1.0M |
| Park National Corp. | 0.03% | Reduce -9.4% | 7,015 | $1.0M |
| Greenwood Gearhart LLC | 0.05% | Add +11.7% | 7,003 | $1.0M |
| Delta Capital Management LLC | 0.48% | No change | 7,000 | $1.0M |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -7.1% | 6,986 | $1.0M |
| Linscomb Wealth, Inc. | 0.04% | No change | 6,949 | $1.0M |
| Harbour Capital Advisors, LLC | 0.18% | No change | 7,105 | $1.0M |
| Lee, Kelleher & Klein Wealth Management | 0.53% | No change | 6,885 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +1.3% | 6,866 | $1.0M |
| Revolve Wealth Partners, LLC | 0.10% | Reduce -2.6% | 6,856 | $1.0M |
| Allworth Financial LP | 0.00% | Reduce -95.1% | 6,830 | $1000K |
| 49 Wealth Management, LLC | 0.19% | New | 6,703 | $981K |
| Alongside, LLC | 0.19% | — | 6,703 | $981K |
| Annex Advisory Services, LLC | 0.02% | Add +1.4% | 6,696 | $980K |
| Clearwave Capital, LLC | 0.54% | Add +0.1% | 6,693 | $980K |
| Signaturefd, LLC | 0.01% | No change | 6,635 | $971K |
| Affiance Financial, LLC | 0.14% | No change | 6,631 | $971K |
| Appleton Partners Inc. | 0.06% | Reduce -0.8% | 6,622 | $970K |
| Stonebridge Financial Planning Group, LLC | 0.31% | Add +3.7% | 6,615 | $969K |
| Garden State Investment Advisory Services LLC | 0.19% | No change | 6,558 | $960K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -10.6% | 6,491 | $950K |
| Fortis Capital Advisors, LLC | 0.11% | Reduce -5.1% | 6,465 | $947K |
| Princeton Global Asset Management LLC | 0.13% | No change | 6,423 | $940K |
| Legacy Bridge, LLC | 0.29% | No change | 6,317 | $925K |
| Davis R M Inc. | 0.01% | Add +2.2% | 6,296 | $922K |
| Keel Point, LLC | 0.05% | Reduce -0.8% | 6,273 | $918K |
| Wedgewood Investors Inc. | 0.94% | No change | 6,273 | $918K |
| Oarsman Capital, Inc. | 0.10% | No change | 6,273 | $918K |
| American Trust | 0.07% | Reduce -8.7% | 6,252 | $915K |
| Granville Capital, Inc. | 0.41% | No change | 6,250 | $915K |
| Spire Wealth Management | 0.03% | Reduce -45.0% | 6,160 | $902K |
| Bayban | 0.69% | No change | 6,156 | $901K |
| Financial Alternatives, Inc | 0.44% | No change | 6,140 | $899K |
| Richardson Capital Management LLC | 0.38% | No change | 6,137 | $899K |
| Wealth Alliance, LLC | 0.08% | Add +134.5% | 6,129 | $897K |
| Rockwood Wealth Management, LLC | 0.06% | Add +12.1% | 6,111 | $895K |
| Pettyjohn, Wood & White, Inc. | 0.13% | No change | 6,074 | $889K |
| First United Bank & Trust | 0.25% | Reduce -0.2% | 6,035 | $884K |
| Voya Investment Management LLC | 0.00% | Add +36.0% | 6,034 | $883K |
| LMCG Investments, LLC | 0.05% | Reduce -0.3% | 5,995 | $878K |
| Investmark Advisory Group LLC | 0.33% | Add +4.2% | 5,964 | $873K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -1.0% | 5,953 | $872K |
| Valued Retirements, Inc. | 0.78% | Reduce -24.0% | 5,939 | $870K |
| Round Rock Advisors LLC | 0.11% | Reduce -4.0% | 5,905 | $865K |
| Saxon Interests, Inc. | 0.24% | Reduce -1.8% | 5,900 | $864K |
| Savvy Advisors, Inc. | 0.02% | Add +6.1% | 5,872 | $860K |
| RVW Wealth, LLC | 0.06% | Reduce -0.2% | 5,859 | $858K |
| Pathway Financial Advisors LLC | 0.10% | No change | 5,950 | $851K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -18.2% | 5,712 | $836K |
| NTV Asset Management LLC | 0.08% | No change | 5,705 | $835K |
| Associated Banc-Corp | 0.02% | Reduce -2.1% | 5,696 | $834K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.5% | 5,669 | $830K |
| Ellerson Group Inc. | 0.49% | Reduce -2.8% | 5,649 | $827K |
| BIP Wealth, LLC | 0.02% | New | 5,622 | $823K |
| Liberty Capital Management, Inc. | 0.14% | — | 5,603 | $820K |
| NBT Bank, N.A. | 0.05% | No change | 5,545 | $812K |
| Rockland Trust Co. | 0.03% | Reduce -0.4% | 5,468 | $801K |
| Decker Wealth Management LLC | 0.17% | No change | 5,452 | $798K |
| Aft, Forsyth & Company, Inc. | 0.38% | Reduce -31.9% | 5,448 | $798K |
| Allen Investment Management, LLC | 0.01% | No change | 5,439 | $796K |
| Cornerstone Planning Group LLC | 0.10% | Add +4.5% | 5,734 | $796K |
| Two Sigma Securities, LLC | 0.07% | Add +209.2% | 5,411 | $792K |
| LexAurum Advisors, LLC | 0.09% | Add +35.3% | 5,347 | $783K |
| Assetmark, Inc. | 0.00% | Reduce -55.1% | 5,296 | $775K |
| Global Wealth Strategies & Associates | 0.14% | Reduce -2.0% | 5,210 | $763K |
| Ruggaard & Associates LLC | 0.27% | No change | 5,200 | $761K |
| Meridian Management Co. | 0.17% | No change | 5,200 | $761K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -1.7% | 5,191 | $760K |
| Wellspring Financial Advisors, LLC | 0.05% | New | 5,181 | $759K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,179 | $758K |
| Gilbert & Cook, Inc. | 0.09% | No change | 5,142 | $753K |
| Essex Bank | 0.16% | No change | 5,128 | $751K |
| DT Investment Partners, LLC | 0.06% | No change | 5,124 | $750K |
| Sharkey, Howes & Javer | 0.09% | No change | 5,103 | $747K |
| White Knight Strategic Wealth Advisors, LLC | 0.52% | Add +0.0% | 5,097 | $746K |
| L. Roy Papp & Associates, LLP | 0.08% | Add +0.0% | 5,095 | $746K |
| Bensler, LLC | 0.07% | Add +0.3% | 5,085 | $744K |
| Arcadia Wealth Management, LLC | 0.23% | Reduce -84.5% | 5,083 | $744K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +0.1% | 5,075 | $743K |
| Owen LaRue, LLC | 0.26% | Add +0.1% | 5,029 | $736K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -13.9% | 5,027 | $736K |
| HRT Financial LP | 0.00% | Reduce -85.8% | 5,025 | $735K |
| Foundation Wealth Management, LLC\PA | 0.22% | Reduce -0.0% | 5,016 | $734K |
| Magnus Financial Group LLC | 0.05% | Reduce -5.5% | 5,014 | $734K |
| White Pine Capital LLC | 0.17% | No change | 5,012 | $734K |
| RFG Advisory, LLC | 0.01% | Add +18.5% | 4,995 | $731K |
| First Western Trust Bank | 0.04% | No change | 4,965 | $727K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 4,964 | $727K |
| WealthCare Investment Partners, LLC | 0.18% | Add +3.0% | 4,956 | $726K |
| Hancock Whitney Corp. | 0.01% | Add +4.2% | 4,953 | $725K |
| Ballentine Partners, LLC | 0.01% | Reduce -5.4% | 4,951 | $725K |
| Westfield Capital Management Co. LP | 0.00% | Reduce -40.4% | 4,949 | $725K |
| Walled Lake Planning & Wealth Management, LLC | 0.18% | Add +3.8% | 4,903 | $718K |
| Flagship Private Wealth, LLC | 0.25% | Reduce -9.0% | 4,893 | $716K |
| Capital Square, LLC | 0.31% | Reduce -9.3% | 5,001 | $713K |
| Bailard, Inc. | 0.01% | Reduce -1.4% | 4,859 | $711K |
| Arnold Financial Planning LLC | 0.53% | New | 4,852 | $710K |
| Calamos Wealth Management LLC | 0.02% | New | 4,850 | $710K |
| Midwest Capital Advisors, LLC | 0.29% | Reduce -18.8% | 4,844 | $709K |
| October Effect Ltd | 0.67% | Reduce -4.3% | 4,844 | $709K |
| Financial Sense Advisors, Inc. | 0.15% | Add +2.0% | 4,834 | $708K |
| Aire Advisors, LLC | 0.12% | Reduce -0.0% | 4,831 | $707K |
| StoneX Group Inc. | 0.03% | Reduce -2.9% | 4,812 | $705K |
| Providence Capital Advisors, LLC | 0.11% | No change | 4,808 | $704K |
| Olistico Wealth, LLC | 0.30% | Reduce -8.4% | 4,801 | $703K |
| SouthState Bank Corp | 0.03% | No change | 4,684 | $686K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,670 | $684K |
| Caprock Group, LLC | 0.01% | Add +4.1% | 4,663 | $683K |
| Maryland Capital Advisors Inc. | 0.22% | — | 4,650 | $681K |
| Citizens Financial Group Inc. | 0.01% | Add +21.4% | 4,637 | $679K |
| Colonial Trust Co / SC | 0.09% | Reduce -0.8% | 4,626 | $677K |
| Advisory Advocates, LLC | 0.58% | No change | 4,610 | $675K |
| Values Added Financial LLC | 0.24% | No change | 4,603 | $674K |
| Uptick Partners, LLC | 0.10% | Reduce -0.1% | 4,590 | $672K |
| Elm3 Financial Group, LLC | 0.46% | Add +1.9% | 4,573 | $670K |
| Wealthedge Investment Advisors, LLC | 0.23% | Reduce -48.3% | 4,540 | $665K |
| Performa Ltd (US), LLC | 0.11% | Add +0.1% | 4,468 | $654K |
| Renasant Bank | 0.42% | Reduce -6.5% | 4,452 | $652K |
| Asempa Wealth Advisors | 0.49% | Reduce -56.5% | 4,383 | $642K |
| Legacies Wealth LLC | 0.35% | No change | 4,375 | $641K |
| Contravisory Investment Management, Inc. | 0.11% | Reduce -3.7% | 4,339 | $635K |
| Valmark Advisers, Inc. | 0.01% | Reduce -14.7% | 4,293 | $629K |
| Manchester Capital Management LLC | 0.08% | Reduce -14.5% | 4,288 | $628K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Reduce -3.4% | 4,286 | $628K |
| Trail Ridge Investment Advisors, LLC | 0.26% | No change | 4,264 | $624K |
| Chicago Wealth Management, Inc. | 0.22% | Reduce -0.2% | 4,246 | $622K |
| Viawealth, LLC | 0.31% | No change | 4,236 | $620K |
| Berman McAleer LLC | 0.07% | Add +15.3% | 4,207 | $616K |
| Jane Street Group, LLC | 0.00% | Reduce -86.6% | 4,194 | $614K |
| Icon Wealth Advisors, LLC | 0.04% | No change | 4,192 | $614K |
| Silver Oak Securities, Incorporated | 0.04% | Add +0.6% | 4,183 | $612K |
| Topsail Wealth Management, LLC | 0.08% | Reduce -0.9% | 4,180 | $612K |
| William Allan Corp | 0.30% | Add +0.1% | 4,180 | $612K |
| Regal Investment Advisors LLC | 0.03% | Add +23.4% | 4,147 | $607K |
| Retirement Income Solutions, Inc. | 0.10% | No change | 4,725 | $605K |
| NewEdge Wealth, LLC | 0.01% | Add +10.3% | 4,120 | $603K |
| Berkshire Asset Management LLC | 0.02% | No change | 4,096 | $600K |
| Smith, Moore & Co. | 0.04% | Reduce -1.8% | 4,055 | $594K |
| Fingerlakes Wealth Management, Inc. | 0.32% | Add +0.1% | 4,045 | $592K |
| Legacy Advisors, LLC | 0.05% | No change | 4,008 | $587K |
| Baldwin Wealth Partners LLC | 0.04% | No change | 4,000 | $586K |
| Werba Rubin Papier Wealth Management | 0.07% | Reduce -2.7% | 3,988 | $584K |
| Carl P. Sherr & Co., LLC | 0.24% | No change | 3,970 | $581K |
| Vaughan David Investments LLC | 0.01% | Reduce -1.9% | 3,935 | $576K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 3,918 | $574K |
| KKM Financial LLC | 0.08% | No change | 3,909 | $572K |
| Cohen Capital Management, Inc. | 0.08% | Add +0.0% | 3,901 | $571K |
| National Bank of Canada | 0.00% | Reduce -11.4% | 3,832 | $559K |
| BlueChip Wealth Advisors LLC | 0.21% | No change | 3,812 | $558K |
| Skyline Advisors, Inc. | 0.17% | Reduce -0.3% | 3,798 | $556K |
| Rhumbline Advisers | 0.00% | Add +164.3% | 3,795 | $556K |
| Middleton & Co. Inc. | 0.06% | Reduce -2.1% | 3,738 | $547K |
| Prestige Wealth Management Group LLC | 0.10% | Reduce -1.7% | 3,729 | $546K |
| City Holding Co. | 0.06% | Add +2.9% | 3,704 | $542K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -66.7% | 3,668 | $537K |
| St. Clair Advisors, LLC | 0.14% | No change | 3,658 | $536K |
| Ullmann Wealth Partners Group, LLC | 0.05% | No change | 3,632 | $532K |
| Haverford Trust Co | 0.00% | Reduce -1.8% | 3,627 | $531K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.6% | 3,623 | $530K |
| FF Advisors,LLC | 0.20% | No change | 3,620 | $530K |
| Founders Financial Securities LLC | 0.03% | Add +0.4% | 3,607 | $528K |
| Anderson Hoagland & Co. | 0.04% | No change | 3,600 | $527K |
| BlueSky Wealth Advisors, LLC | 0.06% | No change | 3,584 | $525K |
| Quadrant Capital Group LLC | 0.01% | Reduce -16.9% | 3,584 | $525K |
| Granite Harbor Advisors, Inc. | 0.21% | Reduce -14.3% | 3,575 | $523K |
| Sage Mountain Advisors LLC | 0.03% | No change | 3,564 | $522K |
| Texas Yale Capital Corp. | 0.01% | No change | 3,561 | $521K |
| Financial Insights, Inc. | 0.14% | Reduce -10.2% | 3,522 | $516K |
| Bison Wealth, LLC | 0.05% | Reduce -0.2% | 3,554 | $513K |
| Aufman Associates Inc | 0.20% | Reduce -0.5% | 3,480 | $510K |
| Orgel Wealth Management, LLC | 0.01% | Add +10.1% | 3,471 | $508K |
| Strategies Wealth Advisors, LLC | 0.05% | Add +0.0% | 3,471 | $508K |
| PFG Investments, LLC | 0.02% | Reduce -1.7% | 3,461 | $507K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.7% | 3,453 | $506K |
| FWG Investments, LLC. | 0.27% | Add +10.1% | 3,421 | $501K |
| Navigation Wealth Management, Inc. | 0.69% | Add +4.6% | 3,417 | $500K |
| Ritholtz Wealth Management | 0.01% | Add +75.2% | 3,403 | $498K |
| Burke & Herbert Bank & Trust Co. | 0.12% | No change | 3,377 | $494K |
| Trexquant Investment LP | 0.00% | New | 3,375 | $494K |
| Granite Bay Wealth Management, LLC | 0.05% | New | 3,356 | $492K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -4.5% | 3,349 | $490K |
| NWF Advisory Services Inc. | 0.05% | Reduce -2.1% | 3,347 | $490K |
| Almanack Investment Partners, LLC. | 0.06% | Add +1.5% | 3,306 | $484K |
| Independent Advisor Alliance | 0.01% | Reduce -81.0% | 3,304 | $484K |
| Standard Family Office LLC | 0.42% | No change | 3,300 | $483K |
| Finley Financial, LLC | 0.19% | No change | 3,300 | $483K |
| Busey Bank | 0.01% | No change | 3,272 | $479K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -1.7% | 3,272 | $479K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 3,250 | $476K |
| Caldwell Trust Co | 0.04% | No change | 3,248 | $476K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -11.6% | 3,245 | $475K |
| Easterly Investment Partners LLC | 0.02% | Add +21.8% | 3,240 | $474K |
| Moss Adams Wealth Advisors LLC | 0.03% | Reduce -3.0% | 3,238 | $474K |
| Partners in Financial Planning | 0.07% | No change | 3,205 | $469K |
| Florida Trust Wealth Management Co | 0.01% | Add +21.7% | 3,197 | $468K |
| Stratos Investment Management, LLC | 0.02% | Reduce -8.6% | 3,196 | $468K |
| R.H. Investment Group, LLC | 0.35% | No change | 3,156 | $462K |
| Bourgeon Capital Management LLC | 0.07% | No change | 3,151 | $461K |
| AdvisorNet Financial, Inc | 0.02% | Add +12.0% | 3,145 | $460K |
| Roehl & Yi Investment Advisors, LLC | 0.15% | No change | 3,142 | $460K |
| FreeGulliver LLC | 0.16% | Add +0.1% | 3,139 | $460K |
| Old North State Trust, LLC | 0.24% | Reduce -1.0% | 3,135 | $459K |
| Cascade Financial Partners, LLC | 0.04% | Add +21.1% | 3,123 | $457K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 3,108 | $455K |
| LifePlan Investment Advisors, Inc. | 0.16% | Add +2.9% | 3,086 | $452K |
| Madison Asset Management, LLC | 0.01% | No change | 3,078 | $451K |
| SkyOak Wealth, LLC | 0.07% | No change | 3,072 | $450K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.8% | 3,072 | $450K |
| Qube Research & Technologies Ltd | 0.00% | Add +73.4% | 3,056 | $447K |
| IRON Financial LLC | 0.18% | Reduce -2.0% | 3,053 | $447K |
| Continuum Advisory, LLC | 0.04% | No change | 3,035 | $444K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 3,023 | $443K |
| TritonPoint Partners, LLC | 0.04% | New | 3,023 | $443K |
| XY Planning Network, Inc. | 0.05% | Reduce -1.2% | 2,987 | $437K |
| Fiera Capital Corp | 0.00% | No change | 2,980 | $436K |
| Diversified Trust Co. | 0.01% | Add +64.7% | 2,978 | $436K |
| Realta Investment Advisors | 0.14% | Reduce -1.8% | 2,977 | $436K |
| Midland Wealth Advisors, LLC | 0.02% | No change | 2,966 | $434K |
| Joseph P. Lucia & Associates, LLC | 0.13% | Reduce -11.1% | 2,965 | $434K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 2,958 | $433K |
| True Link Financial Advisors, LLC | 0.03% | Reduce -61.9% | 2,948 | $432K |
| Rothschild Capital Partners, LLC | 0.09% | Add +43.1% | 2,942 | $431K |
| Sage Rhino Capital LLC | 0.07% | No change | 2,924 | $428K |
| BCS Private Wealth Management, Inc. | 0.13% | No change | 2,920 | $428K |
| OneAscent Financial Services LLC | 0.02% | Add +4.0% | 2,913 | $426K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -0.2% | 2,903 | $425K |
| Bridges Investment Management Inc. | 0.01% | Reduce -5.8% | 2,898 | $424K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -50.0% | 2,892 | $423K |
| KilterHowling LLC | 0.19% | Add +0.1% | 2,878 | $421K |
| Quest 10 Wealth Builders, Inc. | 0.33% | Add +16.5% | 2,864 | $419K |
| Meitav Investment House Ltd. | 0.00% | New | 2,860 | $419K |
| Marin Bay Wealth Advisors, LLC | 0.22% | Add +0.0% | 2,810 | $411K |
| Grant Private Wealth Management Inc | 0.17% | Add +0.1% | 2,807 | $411K |
| Goelzer Investment Management, Inc. | 0.02% | No change | 2,790 | $408K |
| Advisory Alpha, LLC | 0.01% | Add +0.3% | 2,788 | $408K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -20.4% | 2,784 | $408K |
| CCG Wealth Management, LLC | 0.09% | No change | 2,780 | $407K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.1% | 2,778 | $407K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 2,766 | $405K |
| Signature Equity Partners, LLC | 0.18% | Add +7.7% | 2,750 | $403K |
| WealthTrust Axiom LLC | 0.09% | Reduce -12.7% | 2,742 | $401K |
| Gotham Asset Management | 0.00% | New | 2,731 | $400K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -7.2% | 2,727 | $399K |
| Paladin Partners, LLC | 0.26% | No change | 2,720 | $398K |
| Bogart Wealth, LLC | 0.01% | Add +1.1% | 2,713 | $397K |
| CRA Financial Services, LLC | 0.05% | No change | 2,713 | $397K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 2,710 | $397K |
| Kestra Investment Management, LLC | 0.01% | Add +62.4% | 2,704 | $396K |
| White Lighthouse Investment Management Inc. | 0.05% | Add +5.8% | 2,704 | $396K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 2,698 | $395K |
| Trilogy Capital Inc. | 0.02% | Reduce -1.1% | 2,689 | $394K |
| Elevated Capital Advisors, LLC | 0.11% | No change | 2,686 | $393K |
| BCGM Wealth Management, LLC | 0.08% | No change | 2,684 | $393K |
| Cibc World Market Inc. | 0.00% | Add +2.0% | 2,684 | $393K |
| Ironwood Investment Counsel, LLC | 0.05% | Add +4.1% | 2,681 | $393K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | No change | 2,676 | $392K |
| Mason & Associates, LLC | 0.08% | No change | 2,675 | $392K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.0% | 2,670 | $391K |
| Buckhead Capital Management LLC | 0.13% | No change | 2,661 | $390K |
| Monarch Capital Management Inc. | 0.09% | Add +17.7% | 2,656 | $389K |
| Steph & Co. | 0.10% | Reduce -5.8% | 2,650 | $388K |
| Argent Advisors, Inc. | 0.10% | No change | 2,650 | $388K |
| International Assets Investment Management, LLC | 0.02% | Reduce -8.0% | 2,665 | $386K |
| Aspen Investment Management Inc | 0.10% | No change | 2,638 | $386K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | No change | 2,636 | $386K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.18% | No change | 2,635 | $386K |
| American Financial & Tax Strategies Inc. | 0.17% | No change | 2,630 | $385K |
| Wealth Care LLC | 0.31% | No change | 2,620 | $384K |
| Livet Wealth, LLC | 0.22% | No change | 2,600 | $381K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 2,600 | $381K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -5.7% | 2,597 | $380K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Add +10.9% | 2,596 | $380K |
| Breakwater Capital Group | 0.05% | Add +1.4% | 2,593 | $380K |
| Flagstar Securities, Inc. | 0.11% | Reduce -0.5% | 2,578 | $378K |
| TrueWealth Advisors, LLC | 0.08% | No change | 2,552 | $374K |
| Capital Advisors Inc. | 0.01% | Reduce -8.7% | 2,552 | $374K |
| Steelhead Wealth Management LLC | 0.15% | No change | 2,549 | $373K |
| Tassel Capital Management, Inc. | 0.17% | No change | 2,547 | $373K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -0.9% | 2,540 | $372K |
| Pacific Sun Financial Corp | 0.15% | No change | 2,538 | $372K |
| Paladin Advisory Group, LLC | 0.25% | Reduce -1.8% | 2,529 | $370K |
| First Financial Corp. | 0.13% | No change | 2,520 | $369K |
| Stonebridge Financial Group, LLC / MO | 0.25% | Add +0.0% | 2,519 | $369K |
| Independence Bank of Kentucky | 0.04% | Reduce -3.4% | 2,509 | $367K |
| PDS Planning, Inc | 0.02% | Add +0.1% | 2,504 | $367K |
| Baring Financial LLC | 0.20% | Add +0.0% | 2,503 | $367K |
| RiverGlades Family Offices LLC | 0.17% | New | 2,502 | $366K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -0.6% | 2,500 | $366K |
| Lavaca Capital LLC | 0.04% | New | 2,486 | $364K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | Reduce -52.6% | 2,484 | $364K |
| GLR Partners, LLC | 0.17% | No change | 2,482 | $363K |
| Radnor Capital Management, LLC | 0.05% | No change | 2,479 | $363K |
| Kovack Advisors, Inc. | 0.02% | Reduce -19.3% | 2,487 | $362K |
| GeoWealth Management, LLC | 0.01% | Reduce -10.7% | 2,461 | $360K |
| Kendall Capital Management | 0.06% | Add +5.6% | 2,447 | $358K |
| Fortune Financial Advisors, LLC | 0.15% | Add +0.0% | 2,437 | $357K |
| Polaris Investment Advisors, LLC | 0.23% | Reduce -31.1% | 2,431 | $356K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -2.3% | 2,425 | $355K |
| New England Professional Planning Group Inc. | 0.13% | Add +35.5% | 2,410 | $353K |
| Pioneer Trust Bank N A | 0.08% | No change | 2,400 | $351K |
| Ewa, LLC | 0.06% | Add +0.0% | 2,394 | $351K |
| Abacus Planning Group, Inc. | 0.04% | No change | 2,383 | $349K |
| Compass Capital Management, Inc. | 0.02% | No change | 2,376 | $348K |
| Naples Global Advisors, LLC | 0.02% | No change | 2,370 | $347K |
| Lazard Asset Management LLC | 0.00% | No change | 2,365 | $346K |
| Towercrest Capital Management | 0.05% | No change | 2,360 | $346K |
| United Capital Management of KS, Inc. | 0.05% | Reduce -4.8% | 2,356 | $345K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,509 | $345K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -40.6% | 2,509 | $345K |
| LRI Investments, LLC | 0.03% | No change | 2,350 | $344K |
| FDx Advisors, Inc. | 0.10% | Add +0.5% | 2,344 | $343K |
| Xcelsior Advisor Partners LLC | 0.05% | Add +12.5% | 2,337 | $342K |
| Wealth Science Advisors LLC | 0.15% | No change | 2,326 | $341K |
| Stiles Financial Services Inc | 0.09% | Add +5.2% | 2,315 | $339K |
| Wolff Financial Management LLC | 0.07% | Reduce -24.9% | 2,313 | $339K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -6.3% | 2,312 | $339K |
| Apella Capital, LLC | 0.00% | Add +5.5% | 2,385 | $339K |
| Marino, Stram & Associates LLC | 0.05% | Add +46.0% | 2,296 | $336K |
| L.K. Benson & Company, P.C. | 0.10% | Reduce -4.6% | 2,281 | $334K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -72.0% | 2,279 | $334K |
| Armor Investment Advisors, LLC | 0.11% | No change | 2,265 | $332K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Add +0.6% | 2,262 | $331K |
| Nixon Peabody Trust Co. | 0.02% | New | 2,250 | $329K |
| Monetary Management Group Inc. | 0.07% | No change | 2,250 | $329K |
| Nova Wealth Management, Inc. | 0.18% | No change | 2,249 | $329K |
| Grove Bank & Trust | 0.03% | No change | 2,246 | $329K |
| Norden Group LLC | 0.03% | Reduce -10.3% | 2,243 | $328K |
| Retirement Planning Group, LLC | 0.01% | No change | 2,234 | $327K |
| Financial Perspectives, Inc | 0.08% | No change | 2,227 | $326K |
| XTX Topco Ltd | 0.00% | New | 2,224 | $326K |
| Blue Trust, Inc. | 0.00% | Reduce -13.8% | 2,219 | $325K |
| BostonPremier Wealth LLC | 0.14% | Reduce -0.2% | 2,213 | $324K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 2,210 | $324K |
| Accelerate Investment Advisors LLC | 0.19% | No change | 2,207 | $323K |
| McDonald Partners LLC | 0.08% | No change | 2,200 | $322K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.0% | 2,351 | $321K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1.4% | 2,187 | $320K |
| Prosperity Planning, Inc. | 0.10% | Reduce -7.5% | 2,184 | $320K |
| Yardley Wealth Management LLC | 0.14% | Reduce -1.1% | 2,176 | $319K |
| IFG Advisory, LLC | 0.01% | New | 2,167 | $317K |
| Guidance Capital, Inc. | 0.07% | No change | 2,282 | $316K |
| Alliance Wealth Management Group | 0.06% | No change | 2,156 | $316K |
| Diversified Portfolios, Inc. | 0.02% | No change | 2,148 | $314K |
| Transcendent Capital Group LLC | 0.12% | Add +0.9% | 2,141 | $313K |
| Cypress Wealth Services, LLC | 0.04% | Add +0.1% | 2,119 | $310K |
| Eubel Brady & Suttman Asset Management Inc. | 0.04% | No change | 2,120 | $310K |
| Brady Family Wealth, LLC | 0.09% | No change | 2,115 | $310K |
| Trust Co. of Vermont | 0.01% | — | 2,114 | $310K |
| Moors & Cabot, Inc. | 0.01% | Reduce -6.1% | 2,112 | $309K |
| Sei Investments Co. | 0.00% | New | 2,106 | $308K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 2,102 | $308K |
| Cozad Asset Management Inc. | 0.02% | Add +2.3% | 2,100 | $307K |
| Empower Advisory Group, LLC | 0.00% | No change | 2,099 | $307K |
| Garde Capital, Inc. | 0.01% | No change | 2,074 | $304K |
| Sterling Investment Counsel, LLC | 0.07% | Reduce -3.8% | 2,072 | $303K |
| KPP Advisory Services LLC | 0.04% | No change | 2,066 | $302K |
| Daymark Wealth Partners, LLC | 0.01% | Add +6.8% | 2,065 | $302K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 2,064 | $302K |
| LCNB Corp. | 0.09% | No change | 2,060 | $302K |
| Meramec Financial Planners, LLC | 0.11% | Add +2.6% | 2,191 | $301K |
| Daybright Advisory Services, Inc. | 0.07% | Reduce -6.8% | 2,192 | $300K |
| Align Financial, LLC | 0.15% | No change | 2,050 | $300K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +1.1% | 2,047 | $300K |
| Arthur M. Cohen & Associates, LLC | 0.05% | New | 2,040 | $299K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +9.0% | 2,038 | $298K |
| Trust Co. of Toledo NA | 0.02% | Reduce -11.1% | 2,028 | $297K |
| Portland Global Advisors LLC | 0.03% | No change | 2,026 | $297K |
| HFG Advisors, Inc. | 0.18% | Reduce -9.8% | 2,025 | $296K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -5.5% | 2,020 | $296K |
| Montz Harcus Wealth Management LLC | 0.11% | Add +0.1% | 2,020 | $296K |
| Mill Capital Management, LLC | 0.02% | No change | 2,020 | $296K |
| Highland Investment Advisors LLC | 0.13% | — | 2,016 | $295K |
| Rockbridge Investment Management, LCC | 0.02% | No change | 2,013 | $295K |
| Jim Saulnier & Associates, LLC | 0.12% | Add +0.1% | 1,985 | $291K |
| Foundation Wealth Management, LLC | 0.18% | No change | 1,981 | $290K |
| EFG International AG | 0.01% | Reduce -4.9% | 1,971 | $289K |
| LJI Wealth Management, LLC | 0.04% | Reduce -40.0% | 1,965 | $288K |
| Scotia Capital Inc. | 0.00% | Add +1.3% | 1,965 | $288K |
| Oxbow Advisors, LLC | 0.02% | Add +2.7% | 1,959 | $287K |
| Lewis Asset Management, LLC | 0.10% | Reduce -2.5% | 1,957 | $287K |
| Summit Wealth Partners, LLC | 0.04% | No change | 1,948 | $285K |
| Gen-Wealth Partners Inc | 0.08% | Add +0.1% | 1,942 | $284K |
| Stephen J. Garry & Associates, LLC | 0.21% | Reduce -11.4% | 1,937 | $284K |
| AlphaCore Capital LLC | 0.01% | Add +0.2% | 1,908 | $279K |
| Phoenix Financial Ltd. | 0.00% | No change | 1,908 | $279K |
| Csenge Advisory Group | 0.01% | Add +0.4% | 1,907 | $279K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.09% | Reduce -0.7% | 2,002 | $278K |
| Fayez Sarofim & Co | 0.00% | No change | 1,896 | $278K |
| Capital Analysts, LLC | 0.01% | Reduce -36.4% | 1,881 | $276K |
| Cora Capital Advisors LLC | 0.08% | No change | 1,880 | $275K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.4% | 1,879 | $275K |
| Timonier Family Office, LTD. | 0.08% | — | 1,862 | $273K |
| Windsor Capital Management, LLC | 0.07% | No change | 1,859 | $272K |
| Pps&v Asset Management Consultants, Inc. | 0.15% | No change | 1,852 | $271K |
| Eastern Bank | 0.00% | Add +62.3% | 1,849 | $271K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -52.0% | 1,847 | $270K |
| Fonville Wealth Management LLC | 0.04% | Reduce -19.1% | 1,838 | $269K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 1,835 | $269K |
| SmartHarvest Portfolios, LLC | 0.09% | Add +0.7% | 1,837 | $269K |
| West Michigan Advisors, LLC | 0.05% | Reduce -0.9% | 1,836 | $269K |
| Forum Financial Management, LP | 0.00% | Reduce -18.7% | 1,834 | $269K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.1% | 1,832 | $268K |
| Parkshore Wealth Management, Inc. | 0.08% | Reduce -38.8% | 1,825 | $267K |
| Philadelphia Trust Co. | 0.02% | No change | 1,826 | $267K |
| Shira Ridge Wealth Management | 0.09% | No change | 1,822 | $267K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -6.6% | 1,808 | $265K |
| Focus Financial Network, Inc. | 0.01% | Reduce -47.2% | 1,786 | $262K |
| Centerpoint Advisory Group | 0.16% | No change | 1,767 | $259K |
| Monument Capital Management | 0.05% | New | 1,757 | $257K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.1% | 1,754 | $257K |
| Hollencrest Capital Management | 0.02% | Reduce -3.2% | 1,754 | $257K |
| Sandy Cove Advisors, LLC | 0.06% | New | 1,747 | $256K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,741 | $255K |
| Clayton Financial Group LLC | 0.14% | No change | 1,735 | $254K |
| Bar Harbor Wealth Management | 0.01% | No change | 1,720 | $252K |
| Matrix Private Capital Group LLC | 0.11% | No change | 1,704 | $249K |
| FLP Wealth Management, LLC | 0.44% | New | 1,696 | $248K |
| First Hawaiian Bank | 0.03% | Reduce -2.3% | 1,695 | $248K |
| Crux Wealth Advisors | 0.09% | Add +0.1% | 1,695 | $248K |
| Kingstone Capital Partners Texas, LLC | 0.13% | Add +0.1% | 1,691 | $248K |
| Wick Capital Partners, LLC | 0.04% | New | 4,995 | $247K |
| Mason & Associates Inc | 0.04% | No change | 1,685 | $247K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.06% | No change | 1,683 | $246K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 1,679 | $246K |
| Patten Group, Inc. | 0.04% | Reduce -7.8% | 1,679 | $246K |
| First Trust Advisors LP | 0.00% | No change | 1,679 | $246K |
| Private Advisory Group LLC | 0.01% | No change | 1,677 | $246K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,675 | $245K |
| Wedmont Private Capital | 0.01% | Add +0.1% | 1,717 | $245K |
| Split Rock Private Trading & Wealth Management, LLC | 0.17% | Add +5.7% | 1,670 | $245K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,670 | $245K |
| Evanson Financial, LLC | 0.01% | — | 1,662 | $243K |
| Trivant Custom Portfolio Group, LLC | 0.13% | No change | 1,660 | $243K |
| Kirtland Hills Capital Management, LLC | 0.07% | No change | 1,658 | $243K |
| Oakworth Capital, Inc. | 0.01% | Add +0.8% | 1,656 | $242K |
| Decision Investments, Inc. | 0.22% | No change | 1,652 | $242K |
| Tme Financial, Inc. | 0.15% | New | 1,644 | $241K |
| Plancorp, LLC | 0.01% | Reduce -71.6% | 1,710 | $241K |
| Highline Wealth Partners LLC | 0.05% | New | 1,642 | $240K |
| Avestar Capital, LLC | 0.01% | Reduce -7.6% | 1,636 | $240K |
| WASHINGTON TRUST Co | 0.01% | New | 1,634 | $239K |
| TrustBank | 0.08% | No change | 1,600 | $234K |
| First Nebraska Trust Co | 0.02% | No change | 1,600 | $234K |
| Mascagni Wealth Management, Inc. | 0.14% | No change | 1,594 | $233K |
| Apeiron RIA LLC | 0.06% | No change | 1,594 | $233K |
| Wedbush Securities Inc. | 0.01% | Reduce -25.4% | 1,594 | $233K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -2.0% | 1,583 | $232K |
| Carrera Capital Advisors | 0.03% | No change | 1,580 | $231K |
| Roman Butler Fullerton & Co. | 0.06% | Reduce -8.6% | 1,643 | $231K |
| Unique Wealth, LLC | 0.03% | No change | 1,571 | $230K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 1,567 | $229K |
| Lloyd Advisory Services, LLC. | 0.09% | Reduce -94.8% | 1,564 | $229K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -4.5% | 1,564 | $229K |
| Trust Co of the South | 0.03% | New | 1,563 | $229K |
| Twin Peaks Wealth Advisors, LLC | 0.05% | Reduce -73.5% | 1,562 | $229K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -33.9% | 1,558 | $228K |
| Maridea Wealth Management LLC | 0.02% | Reduce -2.9% | 1,554 | $228K |
| Shepherd Financial Partners LLC | 0.02% | New | 1,547 | $226K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 1,543 | $226K |
| Clare Market Investments LLC | 0.04% | Reduce -1.9% | 1,534 | $225K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,521 | $223K |
| Waddell & Associates, LLC | 0.01% | New | 1,522 | $223K |
| Hendershot Investments Inc. | 0.03% | No change | 1,522 | $223K |
| Smith & Howard Wealth Management, LLC | 0.05% | New | 1,520 | $223K |
| TigerOak Management, L.L.C. | 0.06% | New | 1,518 | $222K |
| Alta Wealth Advisors LLC | 0.06% | New | 1,514 | $222K |
| Bond & Devick Financial Network, Inc. | 0.05% | New | 1,510 | $221K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 1,510 | $221K |
| Rossby Financial, LCC | 0.04% | Add +5.7% | 1,507 | $221K |
| Avise Financial Cooperative, Inc. | 0.16% | New | 1,494 | $219K |
| Mma Asset Management LLC | 0.07% | New | 1,492 | $218K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 1,492 | $218K |
| ERn Financial, LLC | 0.04% | New | 1,489 | $218K |
| Wrapmanager Inc. | 0.07% | New | 1,486 | $218K |
| First Manhattan Co. Llc. | 0.00% | New | 1,484 | $217K |
| Harfst & Associates, Inc. | 0.03% | New | 1,475 | $216K |
| Parthenon LLC | 0.02% | New | 1,474 | $216K |
| Legacy Financial Group, Inc. | 0.05% | New | 1,468 | $215K |
| AssuredPartners Investment Advisors, LLC | 0.02% | New | 1,468 | $215K |
| Thryve Wealth Management LLC | 0.12% | Reduce -41.1% | 1,465 | $214K |
| Theory Financial LLC | 0.07% | New | 1,464 | $214K |
| Noble Wealth Management PBC | 0.10% | Reduce -3.3% | 1,461 | $214K |
| Symphony Financial, Ltd. Co. | 0.02% | New | 1,472 | $213K |
| Goldstein Advisors, LLC | 0.02% | New | 1,448 | $212K |
| River Wealth Advisors LLC | 0.02% | New | 1,447 | $212K |
| Denver Wealth Management, Inc. | 0.06% | New | 1,436 | $210K |
| First Bancorp, Inc | 0.08% | New | 1,433 | $210K |
| TCP Asset Management, LLC | 0.02% | Reduce -10.9% | 1,432 | $210K |
| Decker Retirement Planning Inc. | 0.07% | Add +10.2% | 1,428 | $209K |
| CGN Advisors LLC | 0.02% | New | 1,426 | $209K |
| Revisor Wealth Management LLC | 0.05% | New | 1,420 | $208K |
| Foguth Wealth Management, LLC. | 0.02% | No change | 1,496 | $206K |
| Centennial Advisors, LLC | 0.25% | New | 1,406 | $206K |
| Three Magnolias Financial Advisors, LLC | 0.11% | New | 1,400 | $205K |
| Stokes Family Office, LLC | 0.02% | New | 1,400 | $205K |
| Summitry LLC | 0.01% | New | 1,400 | $205K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,392 | $204K |
| Montag A & Associates Inc. | 0.01% | No change | 1,392 | $204K |
| Auxano Advisors, LLC | 0.04% | New | 1,389 | $203K |
| Guyasuta Investment Advisors Inc. | 0.01% | New | 1,384 | $203K |
| Wealthquest Corp | 0.01% | New | 1,384 | $203K |
| BridgePort Financial Solutions, LLC | 0.05% | New | 1,382 | $202K |
| Aptus Capital Advisors, LLC | 0.00% | Add +313.2% | 1,380 | $202K |
| Keystone Wealth Services, LLC | 0.04% | New | 1,378 | $202K |
| Rosenblum Silverman Sutton S F Inc. | 0.05% | New | 1,370 | $201K |
| Axis Wealth Partners, LLC | 0.10% | New | 1,369 | $200K |
| Milestone Investment Advisors LLC | 0.04% | No change | 1,321 | $193K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -36.4% | 1,318 | $193K |
| Angeles Wealth Management, LLC | 0.01% | New | 1,296 | $190K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,228 | $180K |
| Basepoint Wealth LLC | 0.10% | Add +0.1% | 1,214 | $178K |
| Smithfield Trust Co | 0.01% | No change | 1,197 | $176K |
| Hills Bank & Trust Co | 0.01% | Reduce -6.7% | 1,197 | $175K |
| Certuity, LLC | 0.01% | Reduce -26.5% | 1,164 | $170K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 1,146 | $168K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,146 | $168K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 1,140 | $167K |
| New Republic Capital, LLC | 0.04% | Add +664.2% | 1,131 | $166K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,122 | $164K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | Add +0.2% | 1,116 | $163K |
| Arcadia Investment Advisors LLC | 0.07% | No change | 1,105 | $162K |
| Biltmore Family Office, LLC | 0.02% | No change | 1,104 | $162K |
| Horizon Investments, LLC | 0.00% | Reduce -46.8% | 1,097 | $161K |
| Vanguard Advisers Inc. | 0.00% | Add +1.4% | 1,053 | $154K |
| Dorato Capital Management | 0.10% | No change | 1,078 | $154K |
| Washington Trust Advisors, Inc. | 0.01% | Add +4.9% | 1,044 | $153K |
| Ballast Advisors LLC | 0.04% | No change | 1,032 | $151K |
| Tompkins Financial Corp. | 0.01% | No change | 1,027 | $150K |
| Trust Co | 0.01% | No change | 1,018 | $149K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,018 | $149K |
| Evermay Wealth Management LLC | 0.02% | No change | 1,000 | $146K |
| Centennial Bank | 0.04% | Reduce -17.4% | 937 | $137K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 917 | $134K |
| Strategic Wealth Advisors LLC | 0.11% | No change | 979 | $134K |
| Bare Financial Services, Inc | 0.03% | No change | 910 | $133K |
| TFC Financial Management, Inc. | 0.01% | No change | 888 | $130K |
| StrongBox Wealth, LLC | 0.04% | New | 882 | $129K |
| REAP Financial Group, LLC | 0.02% | No change | 850 | $125K |
| Raffa Wealth Management, LLC | 0.02% | No change | 844 | $124K |
| Mather Group, Llc. | 0.00% | Add +10.2% | 833 | $122K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 820 | $120K |
| Tucker Asset Management LLC | 0.03% | No change | 816 | $119K |
| Private Wealth Management Group, LLC | 0.03% | Reduce -17.1% | 814 | $119K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -6.7% | 816 | $118K |
| Sittner & Nelson, LLC | 0.04% | No change | 800 | $117K |
| Operose Advisors LLC | 0.02% | Add +61.3% | 800 | $117K |
| Colonial Trust Advisors | 0.01% | No change | 800 | $117K |
| Perkins Coie Trust Co | 0.02% | No change | 797 | $117K |
| Union Savings Bank | 0.05% | No change | 795 | $116K |
| Howe & Rusling Inc. | 0.01% | Add +2.5% | 767 | $112K |
| Glassman Wealth Services | 0.01% | Add +51.2% | 747 | $109K |
| WealthCollab, LLC | 0.04% | No change | 743 | $109K |
| KERR FINANCIAL PLANNING Corp | 0.12% | Add +0.1% | 733 | $107K |
| Darwin Wealth Management, LLC | 0.03% | Add +0.1% | 725 | $106K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 700 | $102K |
| Knott David M Jr | 0.05% | No change | 695 | $102K |
| Coastline Trust Co | 0.01% | New | 693 | $101K |
| Game Plan Financial Advisors, LLC | 0.04% | Add +6.8% | 692 | $101K |
| North Star Investment Management Corp. | 0.01% | No change | 690 | $101K |
| SYM FINANCIAL Corp | 0.01% | No change | 676 | $99K |
| Hartford Financial Management Inc. | 0.02% | New | 665 | $97K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 662 | $97K |
| Ameriflex Group, Inc. | 0.04% | Add +7.3% | 650 | $95K |
| Investors Portfolio Services LLC | 0.07% | Add +0.2% | 638 | $93K |
| Gleason Group, Inc. | 0.01% | No change | 629 | $92K |
| CoreCap Advisors, LLC | 0.00% | Add +2.6% | 629 | $92K |
| Hanson & Doremus Investment Management | 0.01% | No change | 628 | $92K |
| Compass Financial Management LLC | 0.01% | — | 629 | $90K |
| Networth Advisors, LLC | 0.05% | Add +0.5% | 602 | $88K |
| Cape Investment Advisory, Inc. | 0.02% | New | 583 | $85K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 575 | $84K |
| Rothschild Investment LLC | 0.00% | No change | 562 | $82K |
| Archer Investment Corp | 0.02% | No change | 547 | $80K |
| Wolff Wiese Magana LLC | 0.04% | No change | 529 | $77K |
| Addison Advisors LLC | 0.04% | No change | 526 | $77K |
| Strive Financial Group ,LLC | 0.03% | No change | 514 | $75K |
| Bank of New Hampshire | 0.02% | No change | 512 | $75K |
| Pinney & Scofield, Inc. | 0.04% | No change | 509 | $75K |
| Strategic Advocates LLC | 0.28% | No change | 502 | $73K |
| Rialto Wealth Management, LLC | 0.01% | No change | 479 | $70K |
| Pflug Koory, LLC | 0.03% | No change | 475 | $70K |
| Smartleaf Asset Management LLC | 0.00% | No change | 473 | $68K |
| Atwood & Palmer Inc. | 0.00% | No change | 460 | $67K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -35.4% | 452 | $66K |
| Copia Wealth Management | 0.04% | No change | 451 | $66K |
| Parvin Asset Management, LLC | 0.05% | No change | 445 | $65K |
| Tounjian Advisory Partners, LLC | 0.03% | New | 439 | $64K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -22.5% | 430 | $63K |
| Bernard Wealth Management Corp. | 0.02% | No change | 428 | $63K |
| Kimelman & Baird, LLC | 0.00% | No change | 428 | $63K |
| St Germain D J Co. Inc. | 0.00% | Add +291.7% | 423 | $62K |
| Concord Investment Counsel Inc. | 0.02% | New | 515 | $60K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 405 | $59K |
| Coston, McIsaac & Partners | 0.01% | No change | 405 | $59K |
| Front Row Advisors LLC | 0.02% | No change | 406 | $59K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +188.9% | 390 | $57K |
| Mechanics Financial Corp | 0.02% | Reduce -14.5% | 390 | $57K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 385 | $56K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 383 | $56K |
| Millstone Evans Group, LLC | 0.03% | No change | 381 | $56K |
| Global Trust Asset Management, LLC | 0.02% | No change | 364 | $53K |
| Deutsche Bank AG | 0.00% | No change | 346 | $51K |
| TOWER TRUST & INVESTMENT Co | 0.03% | No change | 342 | $50K |
| Concord Wealth Partners | 0.01% | New | 328 | $48K |
| Pittenger & Anderson Inc. | 0.00% | No change | 320 | $47K |
| Albion Financial Group | 0.00% | Reduce -33.5% | 313 | $46K |
| Founders Financial Alliance, LLC | 0.01% | No change | 308 | $45K |
| Richardson Financial Services Inc. | 0.03% | No change | 304 | $45K |
| Asset Dedication, LLC | 0.00% | No change | 287 | $42K |
| Register Financial Advisors LLC | 0.01% | No change | 284 | $42K |
| City State Bank | 0.01% | No change | 277 | $41K |
| Adirondack Trust Co. | 0.01% | Reduce -2.1% | 276 | $40K |
| Triumph Capital Management | 0.01% | No change | 274 | $40K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 271 | $40K |
| JNBA Financial Advisors | 0.00% | No change | 267 | $39K |
| Monetary Solutions, Ltd | 0.03% | Add +11.3% | 267 | $39K |
| Your Advocates Ltd., LLP | 0.01% | No change | 267 | $39K |
| Webster Bank, N. A. | 0.00% | No change | 262 | $38K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 259 | $38K |
| Avion Wealth | 0.01% | No change | 248 | $36K |
| Park Place Capital Corp | 0.01% | No change | 239 | $35K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 230 | $34K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 224 | $33K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 224 | $33K |
| Allied Private Wealth LLC | 0.02% | — | 226 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 217 | $32K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 208 | $30K |
| BankPlus Trust Department | 0.01% | No change | 208 | $30K |
| Rosenberg Matthew Hamilton | 0.01% | Add +758.3% | 206 | $30K |
| Hughes Financial Services, LLC | 0.00% | No change | 202 | $30K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 200 | $29K |
| Financial Gravity Companies, Inc. | 0.00% | — | 200 | $29K |
| SHP Wealth Management | 0.00% | Reduce -22.9% | 199 | $29K |
| HighMark Wealth Management LLC | 0.01% | No change | 191 | $28K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 200 | $27K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 186 | $27K |
| CNB Bank | 0.01% | Reduce -5.2% | 181 | $27K |
| Delta Asset Management LLC | 0.00% | No change | 180 | $26K |
| Mascoma Wealth Management LLC | 0.00% | No change | 168 | $25K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 167 | $24K |
| Kilter Group LLC | 0.01% | No change | 166 | $24K |
| Sfam, LLC | 0.02% | Reduce -20.2% | 166 | $24K |
| Investment Counsel Co. of Nevada | 0.04% | No change | 162 | $24K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 156 | $23K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 155 | $23K |
| Riverview Trust Co | 0.03% | No change | 150 | $22K |
| Ankerstar Wealth, LLC | 0.02% | No change | 150 | $22K |
| United Community Bank | 0.01% | No change | 149 | $22K |
| Dunhill Financial, LLC | 0.00% | Reduce -40.4% | 149 | $22K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 145 | $21K |
| American Capital Advisory, LLC | 0.01% | No change | 143 | $21K |
| Aventura Private Wealth, LLC | 0.01% | No change | 135 | $20K |
| Bank & Trust Co | 0.01% | No change | 134 | $20K |
| Syntax Research, Inc. | 0.01% | No change | 125 | $18K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.02% | New | 74 | $18K |
| Owl Creek Wealth Partners LLC | 0.01% | No change | 121 | $18K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 120 | $18K |
| SIMA Wealth Partners, LLC | 0.01% | No change | 119 | $17K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 114 | $17K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 112 | $16K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -44.4% | 110 | $16K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 110 | $16K |
| Larson Financial Group LLC | 0.00% | No change | 109 | $16K |
| RMG Wealth Management LLC | 0.00% | New | 106 | $15K |
| Windsor Advisory Group, LLC | 0.01% | No change | 102 | $15K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 102 | $15K |
| one8zero8, LLC | 0.00% | No change | 102 | $15K |
| Burk Holdings LLC | 0.01% | No change | 101 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 100 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 100 | $15K |
| American National Bank & Trust | 0.00% | Reduce -16.7% | 100 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $15K |
| Peoples Financial Services Corp. | 0.01% | No change | 99 | $14K |
| Abound Wealth Management | 0.00% | No change | 98 | $14K |
| Redwood Park Advisors LLC | 0.01% | No change | 96 | $14K |
| Vision Retirement, LLC | 0.00% | No change | 94 | $14K |
| Crews Bank & Trust | 0.00% | No change | 94 | $14K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 87 | $13K |
| Investors Research Corp | 0.00% | No change | 81 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 78 | $11K |
| Insight Inv LLC | 0.01% | No change | 76 | $11K |
| United Financial Planning Group LLC | 0.00% | No change | 66 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | New | 66 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 64 | $9K |
| Bullock Wealth Management Group | 0.00% | Add +26.0% | 63 | $9K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 60 | $9K |
| Anchor Investment Management, LLC | 0.00% | No change | 55 | $8K |
| Artisan Partners Limited Partnership | 0.00% | Add +381.8% | 53 | $8K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 52 | $8K |
| Nemes Rush Group LLC | 0.00% | No change | 51 | $7K |
| First Community Trust NA | 0.00% | No change | 48 | $7K |
| Planning Strategies Inc. | 0.00% | — | 47 | $7K |
| Tidemark, LLC | 0.00% | New | 46 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 45 | $7K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 45 | $7K |
| NFSG Corp | 0.00% | Reduce -29.7% | 45 | $7K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 44 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 42 | $6K |
| Bfsg, LLC | 0.00% | No change | 40 | $6K |
| Wallace Hart LLC | 0.00% | No change | 40 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 40 | $6K |
| Integrity Financial Corp | 0.00% | No change | 38 | $6K |
| Daytona Street Capital LLC | 0.00% | No change | 38 | $5K |
| Clean Yield Group | 0.00% | New | 36 | $5K |
| Nvwm, LLC | 0.00% | No change | 35 | $5K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -80.0% | 35 | $5K |
| Synergy Investment Management, LLC | 0.00% | No change | 35 | $5K |
| Arvest Investments, Inc. | 0.00% | New | 33 | $5K |
| Broadwater Capital Management LLC | 0.00% | No change | 32 | $5K |
| Main Street Group, LTD | 0.00% | No change | 31 | $5K |
| Piscataqua Savings Bank | 0.00% | No change | 30 | $4K |
| Downshift Financial, LLC | 0.00% | New | 29 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 26 | $4K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 22 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 19 | $3K |
| GGM Financial LLC | 0.00% | Reduce -65.1% | 15 | $2K |
| Lodestone Wealth Management LLC | 0.00% | No change | 14 | $2K |
| Markowski Investments | 0.00% | — | 14 | $2K |
| Chilton Capital Management LLC | 0.00% | Reduce -63.9% | 13 | $2K |
| Gill Capital Partners, LLC | 0.00% | No change | 13 | $2K |
| Orion Capital Management LLC | 0.00% | No change | 11 | $2K |
| Mosley Wealth Management | 0.00% | No change | 11 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 10 | $1K |
| Motco | 0.00% | No change | 6 | $878 |
| Fortis Group Advisors, LLC | 0.00% | No change | 4 | $586 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -93.0% | 3 | $449 |
"% 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.