iShares Russell Mid-Cap ETFIWRETF

13F holders, Q3 2024 (September 30)

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024

1,297holders +52

96new positions

44sold out

4famous investors

$88.13avg. 13F price*

At the end of Q3 2024, 1,297 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, up 52 from Q2 2024. 96 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($5.2B), Jones Financial Companies LLLP ($3.8B) and Wells Fargo & Company ($2.9B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company: iShares Russell Mid-Cap ETF
CUSIP: 464287499
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

	Institutions	Total Value
New Positions	96	$130.9M
Exits	44	$157.6M

All 13F filers, Q2 2024 → Q3 2024: 8,057,044 shares bought and 9,516,304 shares sold, net −1,459,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,297 holders


Bank of America Corp.	0.46%	Add +1.3%	59,278,770	$5.2B
Jones Financial Companies LLLP	3.88%	Add +4.2%	42,990,340	$3.8B
Wells Fargo & Company	0.71%	Reduce -0.4%	33,268,064	$2.9B
US Bancorp \de	2.39%	Reduce -0.7%	21,106,801	$1.9B
PNC Financial Services Group, Inc.	0.76%	Reduce -1.5%	13,509,371	$1.2B
Northern Trust Corp.	0.13%	Add +1.6%	9,190,346	$810.0M
Baird Financial Group, Inc.	1.37%	Reduce -1.1%	8,014,745	$706.4M
Morgan Stanley	0.05%	Add +0.3%	7,476,244	$659.0M
Bank of New York Mellon Corp	0.12%	Reduce -1.0%	7,286,739	$642.3M
JPMorgan Chase & Co.	0.05%	Add +2.9%	7,059,914	$622.3M
UBS Group AG	0.15%	Add +18.5%	6,131,205	$540.4M
Tiaa Trust, National Association	1.15%	Reduce -3.0%	4,363,975	$384.6M
Envestnet Asset Management Inc.	0.12%	Reduce -3.6%	4,245,050	$374.2M
Envestnet Portfolio Solutions, Inc.	1.15%	Add +1.6%	4,031,577	$355.3M
Ameriprise Financial Inc.	0.09%	Reduce -10.7%	3,966,136	$349.7M
AMG National Trust Bank	9.08%	Reduce -1.1%	3,805,322	$335.4M
Truist Financial Corp.	0.50%	Reduce -1.7%	3,612,734	$318.4M
FMR LLC	0.02%	Add +2.2%	2,872,877	$253.2M
LPL Financial LLC	0.10%	Reduce -16.5%	2,613,866	$230.4M
Goldman Sachs Group Inc.	0.04%	Reduce -25.6%	2,521,452	$222.2M
Johnson Investment Counsel Inc.	2.11%	Add +3.1%	2,432,586	$214.4M
CIBC Private Wealth Group LLC	0.36%	Reduce -0.3%	2,272,972	$200.3M
Fifth Third Bancorp	0.70%	Reduce -2.3%	2,202,268	$194.1M
Royal Bank of Canada	0.04%	Reduce -3.2%	2,069,240	$182.4M
Pathstone Holdings, LLC	0.79%	Reduce -0.0%	1,995,883	$175.9M
Keybank National Association	0.59%	Reduce -2.2%	1,730,657	$152.5M
Mariner, LLC	0.25%	Add +9.7%	1,608,961	$141.8M
Commerce Bank	0.85%	Reduce -1.2%	1,566,542	$138.1M
Raymond James & Associates	0.08%	Add +2.6%	1,454,215	$128.2M
Cetera Investment Advisers	0.23%	Reduce -2.0%	1,194,643	$105.3M
Glenview Trust Co	2.02%	Add +3.2%	1,192,883	$105.1M
First Western Trust Bank	4.54%	Reduce -1.2%	1,146,405	$101.0M
Raymond James Financial Services Advisors, Inc.	0.13%	Reduce -1.4%	1,130,482	$99.6M
Oakworth Capital, Inc.	6.68%	Add +1.2%	1,092,885	$96.3M
Synovus Financial Corp.	1.06%	Add +0.5%	1,041,917	$91.8M
Northwestern Mutual Wealth Management Co.	0.08%	Add +1.3%	1,007,781	$88.8M
Avantax Advisory Services, Inc.	0.58%	Reduce -3.4%	996,134	$87.8M
WASHINGTON TRUST Co	3.04%	Reduce -2.6%	983,778	$86.7M
Factory Mutual Insurance Co.	0.89%	Add +40.1%	978,700	$86.3M
Commonwealth Equity Services, LLC	0.13%	Reduce -1.9%	970,934	$85.6M
Composition Wealth, LLC	1.98%	Add +0.3%	968,598	$85.4M
Gilbert & Cook, Inc.	11.57%	Add +5.5%	954,994	$84.2M
Natixis Advisors, LLC	0.16%	Reduce -43.4%	944,082	$83.2M
Bank of Montreal	0.04%	Add +1.7%	934,511	$82.2M
JMG Financial Group, Ltd.	2.80%	Reduce -0.3%	930,442	$82.0M
Janney Montgomery Scott LLC	0.23%	Reduce -0.2%	922,630	$81.3M
German American Bancorp, Inc.	8.55%	Add +9.2%	916,584	$80.8M
Albion Financial Group	5.54%	Reduce -0.1%	905,836	$79.8M
Wealth Enhancement Advisory Services, LLC	0.16%	Add +0.8%	826,480	$72.8M
Clearstead Advisors, LLC	1.07%	Add +0.1%	781,250	$68.9M
Pegasus Partners Ltd.	6.18%	Reduce -0.5%	748,362	$66.0M
Atlantic Union Bankshares Corp	3.80%	Reduce -20.6%	741,344	$65.3M
Millburn Ridgefield LLC	1.66%	Reduce -1.9%	719,519	$63.4M
Catalyst Capital Advisors LLC	1.43%	Reduce -1.9%	719,519	$63.4M
Franklin Resources Inc.	0.02%	Reduce -1.1%	702,494	$62.9M
International City Management Association Retirement Corp	40.71%	No change	702,067	$61.9M
Cerity Partners LLC	0.13%	Add +9.4%	691,132	$60.9M
UMB Bank, n.a.	0.90%	Reduce -0.2%	659,093	$58.1M
Citizens Business Bank	11.26%	Reduce -0.0%	632,992	$55.8M
Badgley Phelps Wealth Managers, LLC	1.26%	Add +1.0%	614,997	$54.2M
Country Trust Bank	1.26%	Reduce -3.3%	586,682	$51.7M
Creative Planning	0.05%	Add +1.0%	581,328	$51.2M
Rockefeller Capital Management L.P.	0.13%	Add +1.4%	551,969	$48.6M
Mesirow Financial Investment Management, Inc.	0.93%	Add +15.7%	544,936	$48.0M
Comerica Bank	0.19%	Reduce -4.8%	530,594	$46.8M
Osaic Holdings, Inc.	0.10%	Reduce -11.5%	527,687	$46.5M
M&T Bank Corp	0.15%	Reduce -7.6%	509,633	$44.9M
HighTower Advisors, LLC	0.07%	Reduce -2.5%	502,252	$44.3M
Stock Yards Bank & Trust Co.	1.34%	Reduce -0.6%	471,542	$41.6M
First Foundation Advisors	1.56%	Add +7.8%	469,235	$41.4M
Cambridge Investment Research Advisors, Inc.	0.14%	Reduce -5.5%	464,142	$40.9M
Stephens Inc.	0.57%	Add +4.3%	454,262	$40.0M
Dakota Wealth Management	0.90%	Add +2.6%	451,600	$39.8M
Steward Partners Investment Advisory, LLC	0.37%	Reduce -0.4%	450,815	$39.7M
Corient Private Wealth LP	0.06%	Reduce -0.1%	443,477	$39.1M
Focus Partners Wealth	0.11%	Reduce -34.6%	408,083	$36.0M
Alerus Financial NA	2.59%	Reduce -4.5%	399,888	$35.2M
Life Line Wealth Management LLC	12.39%	New	393,365	$34.7M
Texas Capital Bank Wealth Management Services Inc	3.35%	Reduce -6.0%	386,611	$34.1M
Proficio Capital Partners LLC	3.27%	New	373,107	$32.9M
StoneX Group Inc.	2.35%	Reduce -12.6%	365,933	$32.3M
River Wealth Advisors LLC	4.29%	Add +2.6%	364,949	$32.2M
MAI Capital Management	0.30%	Add +6.7%	358,564	$31.6M
Captrust Financial Advisors	0.09%	Reduce -2.0%	353,047	$31.1M
Security National Bank	4.11%	No change	343,196	$30.2M
Stegner Investment Associates Inc.	20.08%	Reduce -1.8%	335,220	$29.5M
Coastline Trust Co	3.25%	Add +4.1%	313,986	$27.7M
Coldstream Capital Management Inc.	0.59%	Add +3.1%	309,573	$27.3M
MML Investors Services, LLC	0.10%	Add +1.3%	308,520	$27.2M
Brown Advisory Inc.	0.03%	Add +0.1%	306,165	$27.0M
D.A. Davidson & Co.	0.22%	Reduce -6.0%	302,835	$26.7M
Consolidated Investment Group LLC	3.76%	No change	287,160	$25.3M
XML Financial, LLC	2.28%	Add +2.5%	279,287	$24.6M
BlackRock, Inc.	0.00%	—	274,186	$24.2M
Thrivent Financial for Lutherans	0.05%	Reduce -15.6%	272,292	$24.0M
Amarillo National Bank	4.34%	Add +2.6%	269,651	$23.8M
Sigma Investment Counselors Inc.	1.38%	Reduce -0.7%	266,824	$23.5M
Hantz Financial Services, Inc.	0.40%	Reduce -5.3%	255,637	$22.5M
Wilmington Savings Fund Society, FSB	0.40%	Add +271.6%	253,749	$22.4M
Beacon Pointe Advisors, LLC	0.25%	Add +9.5%	244,138	$21.5M
Focus Financial Network, Inc.	0.88%	Reduce -1.2%	243,422	$21.5M
Regions Financial Corp.	0.15%	Add +3.2%	241,623	$21.3M
Stratos Wealth Partners, LTD.	0.31%	Reduce -1.8%	239,933	$21.1M
Sanctuary Advisors, LLC	0.13%	Add +4.5%	223,190	$21.1M
Stifel Financial Corp.	0.02%	Add +2.5%	236,202	$20.8M
Goodwin Investment Advisory	8.89%	Add +3.6%	232,914	$20.5M
Miller Investment Management, LP	2.13%	Reduce -3.5%	231,808	$20.4M
Legacy Advisors, LLC	2.20%	Reduce -1.1%	230,917	$20.4M
Whittier Trust Co. of Nevada Inc.	0.51%	Add +7.0%	222,239	$19.6M
Bank of Nova Scotia	0.04%	Reduce -0.4%	212,453	$18.7M
Koss-Olinger Consulting, LLC	1.51%	Reduce -0.9%	196,912	$17.4M
BNP Paribas Financial Markets	0.02%	Reduce -0.1%	196,778	$17.3M
Bartlett & Co. Wealth Management LLC	0.24%	Add +1.6%	193,692	$17.1M
Mercer Global Advisors Inc.	0.04%	Add +3.7%	189,950	$16.6M
Cresset Asset Management, LLC	0.06%	Add +6.3%	188,687	$16.6M
BW Gestao de Investimentos Ltda.	2.75%	New	188,660	$16.6M
Sonata Capital Group Inc.	6.98%	Add +0.5%	187,453	$16.5M
Whittier Trust Co.	0.22%	Add +3.3%	185,526	$16.4M
AE Wealth Management LLC	0.15%	Reduce -63.3%	183,985	$16.2M
NewEdge Advisors, LLC	0.11%	Reduce -5.8%	183,800	$16.2M
Bristlecone Advisors, LLC	1.26%	Add +1.5%	177,767	$15.7M
Avidian Wealth Enterprises, LLC	0.71%	Add +1.1%	176,627	$15.6M
Private Advisor Group, LLC	0.10%	Reduce -7.3%	175,955	$15.5M
Wealthspire Advisors, LLC	0.16%	Add +12.7%	174,485	$15.4M
Woodstock Corp.	1.47%	Reduce -0.6%	173,479	$15.3M
Bokf, NA	0.27%	Add +0.3%	174,758	$15.2M
Culbertson A N & Co. Inc.	2.44%	Reduce -0.6%	171,738	$15.1M
Patton Fund Management, Inc.	3.03%	Reduce -1.3%	166,616	$14.7M
Strategic Financial Partners, Ltd.	7.39%	Add +8.9%	164,344	$14.5M
Callan Family Office, LLC	2.41%	Add +0.7%	162,803	$14.3M
Fifth Third Wealth Advisors LLC	0.86%	Add +18.2%	159,723	$14.1M
Kayne Anderson Rudnick Investment Management LLC	0.03%	Reduce -40.2%	158,774	$14.0M
CCG Wealth Management, LLC	7.76%	Add +6.4%	157,238	$13.9M
Kestra Advisory Services, LLC	0.08%	Reduce -11.3%	156,490	$13.8M
Steph & Co.	4.37%	Add +0.7%	155,708	$13.7M
Bradley Foster & Sargent Inc.	0.23%	Reduce -0.4%	155,094	$13.7M
LJI Wealth Management, LLC	2.78%	Add +6.2%	154,492	$13.6M
First Citizens Bank & Trust Co.	0.30%	Reduce -12.3%	153,161	$13.5M
Fidelis Capital Partners, LLC	1.57%	Add +20.8%	148,847	$13.2M
Bridges Investment Management Inc.	0.18%	Reduce -0.0%	149,329	$13.2M
Prairieview Wealth Partners, LLC	14.03%	Reduce -13.2%	147,293	$13.0M
Washington Trust Bank	1.23%	Reduce -0.8%	145,365	$12.8M
Moody National Bank Trust Division	1.37%	Reduce -0.3%	144,735	$12.8M
Conning Inc.	0.44%	No change	143,035	$12.6M
Blair William & Co.	0.04%	Add +2.9%	139,996	$12.3M
Bailard, Inc.	0.32%	Add +0.7%	139,964	$12.3M
Alliancebernstein L.P.	0.00%	Add +4.7%	139,065	$12.3M
Lido Advisors, LLC	0.09%	Reduce -6.9%	136,996	$12.1M
Great Lakes Advisors, LLC	0.10%	Add +1.6%	135,393	$11.9M
Fox Financial, Inc	10.39%	Add +1.1%	135,232	$11.9M
Ashton Thomas Private Wealth, LLC	0.61%	Reduce -0.8%	128,794	$11.4M
Cwm, LLC	0.05%	Add +5.0%	125,056	$11.0M
Proffitt & Goodson Inc.	1.79%	Reduce -0.7%	123,750	$10.9M
Old National Bancorp	0.25%	Reduce -11.3%	122,937	$10.8M
Fund Evaluation Group, LLC	0.59%	Add +3199.3%	121,447	$10.7M
Voya Investment Management LLC	0.01%	Reduce -38.8%	121,003	$10.7M
First Horizon Advisors, Inc.	0.29%	Add +1.1%	119,645	$10.5M
Moneta Group Investment Advisors LLC	0.15%	Add +5.1%	117,526	$10.4M
Tower Research Capital LLC (TRC)	0.27%	Add +1627.8%	116,538	$10.3M
First National Trust Co	0.40%	Reduce -0.1%	116,034	$10.2M
Raymond James Trust N.A.	0.22%	Add +2.4%	114,870	$10.1M
Taylor & Morgan Wealth Management, LLC	6.58%	Add +1.2%	111,358	$9.8M
Robertson Stephens Wealth Management, LLC	0.36%	Add +5.9%	110,721	$9.8M
Three Bridge Wealth Advisors, LLC	3.55%	Add +20.3%	109,113	$9.6M
Stonegate Investment Group, LLC	0.25%	Reduce -1.3%	108,228	$9.5M
Campion Asset Management	6.97%	Reduce -2.1%	107,656	$9.5M
Unique Wealth, LLC	2.15%	Add +30.8%	106,589	$9.4M
Folger Nolan Fleming Douglas Capital Management, Inc.	0.92%	Reduce -0.8%	105,373	$9.3M
West Bancorporation Inc.	6.18%	Reduce -3.6%	105,140	$9.3M
Ullmann Wealth Partners Group, LLC	1.20%	Reduce -1.5%	105,019	$9.3M
Equitable Holdings, Inc.	0.09%	Add +0.7%	103,924	$9.2M
ABLE Financial Group, LLC	2.80%	Add +6.9%	102,955	$9.1M
Nwam LLC	0.55%	New	101,777	$9.0M
Brighton Jones LLC	0.33%	Reduce -0.2%	100,335	$8.8M
Glenmede Trust Co. NA	0.04%	Reduce -7.9%	100,079	$8.8M
9258 Wealth Management, LLC	1.30%	Reduce -1.3%	99,797	$8.8M
Trust Point Inc.	0.66%	Reduce -1.6%	99,674	$8.8M
Haverford Trust Co	0.09%	Reduce -2.9%	99,341	$8.8M
Argent Trust Co	0.36%	Add +1.8%	97,907	$8.6M
Prime Capital Investment Advisors, LLC	0.12%	Add +12.9%	97,404	$8.6M
Hoxton Planning & Management, LLC	3.27%	Add +29.1%	95,891	$8.5M
Summit Wealth Partners, LLC	1.63%	Reduce -5.1%	95,842	$8.4M
Simon Quick Advisors, LLC	0.52%	Add +5.0%	93,858	$8.3M
Mullaney, Keating & Wright, Inc.	5.72%	Add +0.4%	93,497	$8.2M
Moser Wealth Advisors, LLC	4.26%	Reduce -1.8%	93,289	$8.2M
Independence Bank of Kentucky	1.77%	Add +18.0%	93,287	$8.2M
Plan Group Financial, LLC	4.32%	Add +6.4%	92,879	$8.2M
Lodestar Private Asset Management LLC	1.04%	Reduce -1.2%	92,529	$8.2M
Diversified Trust Co.	0.21%	Add +2.6%	92,501	$8.2M
Sawgrass Asset Management LLC	0.83%	Reduce -4.3%	90,849	$8.0M
Texas Capital Bancshares Inc	3.16%	Reduce -8.8%	88,895	$7.8M
FFT Wealth Management LLC	0.59%	No change	88,277	$7.8M
Full Sail Capital, LLC	0.50%	Reduce -1.1%	88,020	$7.8M
Evoke Wealth, LLC	0.21%	Add +3408.7%	87,612	$7.7M
Savant Capital, LLC	0.06%	Add +11.3%	87,239	$7.7M
Fulton Bank, N.A.	0.29%	Add +6.0%	85,630	$7.5M
Baltimore-Washington Financial Advisors, Inc.	0.41%	Reduce -0.6%	85,116	$7.5M
Rwa Wealth Partners, LLC	0.09%	Reduce -0.8%	84,751	$7.5M
Rossmore Private Capital	0.92%	Reduce -1.2%	84,027	$7.4M
Tanglewood Legacy Advisors, LLC	3.23%	Add +2.7%	82,522	$7.3M
First Merchants Corp.	0.28%	Reduce -1.9%	82,175	$7.2M
Goldstone Financial Group, LLC	1.25%	Add +17.5%	81,515	$7.2M
Fifth Third Securities, Inc.	0.68%	Reduce -3.4%	81,047	$7.1M
Bleakley Financial Group, LLC	0.22%	Reduce -4.7%	80,141	$7.1M
Forte Asset Management LLC	3.72%	Add +0.8%	79,076	$7.0M
Canopy Partners, LLC	2.96%	Reduce -3.6%	77,897	$6.9M
Verdence Capital Advisors LLC	0.55%	Add +2.8%	77,865	$6.9M
Salem Investment Counselors Inc.	0.21%	Reduce -3.0%	77,555	$6.8M
NewEdge Wealth, LLC	0.12%	Reduce -27.0%	77,309	$6.8M
Ieq Capital, LLC	0.08%	Add +0.0%	77,098	$6.8M
Schneider Downs Wealth Management Advisors, LP	1.38%	Reduce -7.1%	76,364	$6.7M
Greenleaf Trust	0.06%	Add +1.6%	76,172	$6.7M
Cornerstone Wealth Group, LLC	0.56%	Reduce -1.3%	76,150	$6.7M
Bessemer Group Inc.	0.01%	Add +52.4%	74,092	$6.5M
Kestra Private Wealth Services, LLC	0.12%	Add +159.5%	74,092	$6.5M
Waterloo Capital, L.P.	0.71%	Reduce -5.3%	73,931	$6.5M
Tolleson Wealth Management, Inc.	1.24%	Reduce -0.1%	73,649	$6.5M
Shelton Wealth Management, LLC	3.63%	Reduce -8.0%	72,610	$6.4M
&partners	0.12%	Add +112.4%	72,213	$6.4M
Aptus Capital Advisors, LLC	0.10%	Add +691.3%	72,141	$6.4M
Westshore Wealth, LLC	2.60%	Reduce -1.9%	71,904	$6.3M
Orin Green Financial, LLC	2.67%	Add +0.7%	70,149	$6.2M
Chesapeake Wealth Management	2.10%	Add +15.0%	69,836	$6.2M
CFM Wealth Partners LLC	1.07%	Add +3.5%	69,581	$6.1M
Carret Asset Management, LLC	0.66%	Add +0.1%	69,171	$6.1M
Nadler Financial Group, Inc.	0.66%	Add +1.3%	67,903	$6.0M
Beam Wealth Advisors, Inc.	1.80%	Add +2.3%	67,269	$5.9M
City Holding Co.	0.82%	Add +2.6%	66,722	$5.9M
One Capital Management, LLC	0.18%	Add +7.0%	64,523	$5.7M
Atria Wealth Solutions, Inc.	0.06%	Reduce -7.3%	64,444	$5.7M
Essex Financial Services, Inc.	0.41%	Reduce -1.9%	63,721	$5.7M
TCV Trust & Wealth Management, Inc.	0.51%	Reduce -4.2%	64,102	$5.6M
Principal Financial Group Inc.	0.00%	Reduce -8.1%	64,075	$5.6M
Choreo, LLC	0.08%	Add +12.3%	63,975	$5.6M
FDx Advisors, Inc.	1.52%	Reduce -2.5%	63,484	$5.6M
B. Riley Wealth Advisors, Inc.	0.16%	Reduce -15.4%	63,674	$5.6M
Sunburst Financial Group, LLC	1.41%	Reduce -0.4%	63,255	$5.6M
Sound View Wealth Advisors Group, LLC	0.45%	Add +14.2%	63,229	$5.6M
Modera Wealth Management, LLC	0.07%	Add +0.0%	62,962	$5.5M
Knightsbridge Asset Management, LLC	1.25%	Add +1.8%	62,429	$5.5M
Johnson Financial Group, Inc.	0.25%	Add +7.7%	62,225	$5.5M
FineMark National Bank & Trust	0.19%	Reduce -8.1%	61,657	$5.4M
Sachetta, LLC	2.15%	Add +0.0%	61,566	$5.4M
Citigroup Inc.	0.01%	Reduce -58.6%	61,373	$5.4M
Acropolis Investment Management, LLC	0.32%	Add +0.8%	60,792	$5.4M
Wesbanco Bank Inc.	0.18%	Add +1.1%	60,448	$5.3M
Twin Focus Capital Partners, LLC	0.84%	No change	60,411	$5.3M
Cahaba Wealth Management, Inc.	0.44%	Reduce -6.0%	59,907	$5.3M
Triumph Capital Management	1.87%	Add +0.5%	59,536	$5.2M
Global Retirement Partners, LLC	0.16%	Add +855.9%	59,531	$5.2M
MV Capital Management, Inc.	0.55%	Add +2.5%	59,094	$5.2M
Paragon Private Wealth Management, LLC	2.57%	Add +8.5%	58,787	$5.2M
Capital Group Private Client Services, Inc.	0.05%	Reduce -0.1%	58,193	$5.1M
United Capital Financial Advisors, LLC	0.04%	Reduce -27.1%	58,076	$5.1M
Turtle Creek Wealth Advisors, LLC	1.03%	Reduce -0.1%	58,024	$5.1M
Conservest Capital Advisors, Inc.	0.52%	No change	60,450	$5.1M
Ballentine Partners, LLC	0.09%	No change	56,478	$5.0M
Canandaigua National Bank & Trust Co.	0.47%	New	56,432	$5.0M
New England Private Wealth Advisors LLC	0.80%	Add +0.2%	56,259	$5.0M
Level Four Advisory Services, LLC	0.21%	Reduce 0.0%	55,892	$4.9M
NTV Asset Management LLC	0.65%	Reduce -0.2%	55,458	$4.9M
Silvercrest Asset Management Group LLC	0.03%	Reduce -0.1%	54,775	$4.8M
Vanguard Group Inc.	0.00%	Add +0.6%	54,718	$4.8M
Sabal Trust CO	0.26%	Reduce -1.3%	54,702	$4.8M
Pinnacle Financial Partners Inc	0.10%	Add +14.2%	54,617	$4.8M
Baron Financial Group, LLC	2.94%	Add +0.9%	54,530	$4.8M
New South Capital Management Inc.	0.20%	No change	54,365	$4.8M
Country Club Bank	0.32%	Reduce -0.2%	54,326	$4.8M
Curi Capital, LLC	0.11%	Add +0.2%	53,586	$4.7M
Trust Co. of Toledo NA	0.62%	Add +2.2%	52,067	$4.6M
BTC Capital Management, Inc.	0.41%	Add +14.1%	52,017	$4.6M
Cullen/Frost Bankers, Inc.	0.06%	Reduce -0.1%	51,567	$4.5M
Financial Engines Advisors L.L.C.	0.01%	Reduce -6.8%	51,531	$4.5M
Citadel Advisors	0.00%	Reduce -2.3%	51,017	$4.5M
Matrix Asset Advisors Inc.	0.49%	Add +10.9%	49,939	$4.4M
Smith Chas P & Associates Pa Cpas	0.24%	Add +0.6%	49,103	$4.3M
St. Johns Investment Management Company, LLC	1.99%	Reduce -1.3%	48,035	$4.2M
Carl P. Sherr & Co., LLC	2.21%	Add +4.8%	47,575	$4.2M
Whitegate Investment Counselors, Inc.	1.09%	Reduce -4.7%	46,434	$4.1M
Sequoia Financial Advisors, LLC	0.04%	Reduce -10.5%	46,215	$4.1M
Mycio Wealth Partners, LLC	0.92%	Add +0.1%	45,559	$4.0M
Fiera Capital Corp	0.01%	Reduce -13.2%	45,237	$4.0M
Flow Traders U.S. LLC	0.20%	Add +64.5%	44,567	$3.9M
IHT Wealth Management, LLC	0.11%	Reduce -8.5%	43,275	$3.8M
TD Private Client Wealth LLC	0.11%	Reduce -3.4%	43,521	$3.8M
Principal Securities, Inc.	0.09%	Reduce -3.6%	43,399	$3.8M
Burke & Herbert Bank & Trust Co.	0.89%	Reduce -0.2%	43,387	$3.8M
Integrated Advisors Network LLC	0.18%	Reduce -0.4%	43,023	$3.8M
Davidson Trust Co.	1.95%	Reduce -0.3%	42,971	$3.8M
Smith & Howard Wealth Management, LLC	1.06%	Add +0.8%	42,796	$3.8M
Flagstar Securities, Inc.	0.95%	Reduce -1.4%	42,432	$3.7M
Farmers & Merchants Investments Inc.	0.12%	Add +18.8%	42,232	$3.7M
Lanark Financial, Inc.	0.31%	Reduce -0.7%	42,116	$3.7M
DT Investment Partners, LLC	0.30%	Reduce -0.0%	41,944	$3.7M
NorthCoast Asset Management LLC	0.03%	Add +25.0%	55,021	$3.7M
Nvwm, LLC	0.94%	Add +4.5%	41,898	$3.7M
LPWM LLC	1.20%	Add +2.1%	41,922	$3.7M
Fort Point Capital Partners LLC	0.45%	Reduce -3.2%	41,166	$3.6M
Asset Management Group, Inc.	0.51%	Reduce -1.2%	40,782	$3.6M
Quadrant Capital Group LLC	0.24%	Reduce -0.7%	39,851	$3.5M
Financial Counselors Inc.	0.05%	Add +4.3%	39,304	$3.5M
Integrated Wealth Concepts LLC	0.04%	Add +5.8%	39,171	$3.5M
Sandy Spring Bank	0.14%	Reduce -1.9%	39,076	$3.4M
Spire Wealth Management	0.12%	Reduce -3.6%	39,042	$3.4M
Waverly Advisors, LLC	0.06%	Reduce -5.0%	38,972	$3.4M
Nvest Financial, LLC	1.95%	Reduce -2.0%	38,710	$3.4M
Brick & Kyle, Associates	1.46%	Reduce -0.3%	38,399	$3.4M
Asset Allocation Strategies LLC	0.95%	Reduce -27.9%	37,871	$3.3M
Charles Schwab Trust Co	0.28%	No change	37,393	$3.3M
Horan Securities, Inc.	1.27%	Add +1230.8%	37,341	$3.3M
Gilman Hill Asset Management, LLC	0.55%	Reduce -0.4%	37,265	$3.3M
Gryphon Financial Partners LLC	0.45%	Add +12.2%	37,035	$3.3M
Citizens Financial Group Inc.	0.07%	Reduce -2.3%	36,882	$3.3M
Phillips Financial Management, LLC	0.25%	No change	36,832	$3.2M
Guardian Wealth Advisors, LLC	1.99%	Reduce -14.9%	36,515	$3.2M
D. E. Shaw & Co.	0.00%	Reduce -29.8%	36,404	$3.2M
Aspiriant, LLC	0.12%	No change	36,379	$3.2M
Lake Street Advisors Group, LLC	0.15%	No change	35,726	$3.1M
Prudential Financial Inc.	0.00%	Reduce -1.0%	35,665	$3.1M
Centennial Bank	1.44%	Add +20.7%	35,602	$3.1M
Elgethun Capital Management	0.74%	Add +0.0%	35,572	$3.1M
Highland Capital Management, LLC	0.18%	Reduce -0.6%	35,571	$3.1M
HB Wealth Management, LLC	0.03%	Add +0.6%	35,410	$3.1M
Anchor Capital Advisors LLC	0.08%	Add +3.2%	35,237	$3.1M
Evercore Wealth Management, LLC	0.05%	Reduce -4.0%	35,225	$3.1M
Aft, Forsyth & Company, Inc.	1.53%	Add +0.0%	35,193	$3.1M
Perigon Wealth Management, LLC	0.08%	Add +13.8%	34,937	$3.1M
Fca Corp.	0.94%	Add +5.6%	34,796	$3.1M
Marquette Asset Management, LLC	0.48%	Reduce -4.7%	34,548	$3.0M
Chapin Davis, Inc.	0.98%	Add +2.5%	34,461	$3.0M
Evergreen Capital Management LLC	0.10%	Add +9.3%	34,281	$3.0M
NorthRock Partners, LLC	0.10%	Reduce -27.1%	34,042	$3.0M
Peapack Gladstone Financial Corp.	0.04%	Reduce -2.3%	33,793	$3.0M
Middleton & Co. Inc.	0.33%	Reduce -4.5%	33,622	$3.0M
Hilltop Holdings Inc.	0.19%	Add +1.9%	33,376	$2.9M
Legacy Edge Advisors, LLC	0.47%	Add +6.8%	33,299	$2.9M
Gladstone Institutional Advisory LLC	0.14%	Reduce -3.8%	33,235	$2.9M
EP Wealth Advisors, LLC	0.03%	Add +27.8%	33,025	$2.9M
Courier Capital LLC	0.20%	Reduce -1.2%	32,418	$2.9M
J.W. Cole Advisors, Inc.	0.12%	Reduce -4.7%	32,253	$2.8M
Thoroughbred Financial Services, LLC	0.18%	Reduce -3.6%	32,139	$2.8M
TFB Advisors LLC	0.84%	Add +1.1%	32,095	$2.8M
HSBC Holdings PLC	0.00%	Reduce -52.6%	32,062	$2.8M
Builder Investment Group Inc.	0.74%	No change	31,134	$2.7M
Allen Investment Management, LLC	0.03%	No change	31,000	$2.7M
Motiv8 Investments LLC	1.84%	Add +2.0%	30,951	$2.7M
SouthState Bank Corp	0.19%	Reduce -0.8%	30,713	$2.7M
Merit Financial Group, LLC	0.06%	Add +645.9%	30,702	$2.7M
First United Bank & Trust	0.97%	Reduce -0.3%	30,634	$2.7M
FAS Wealth Partners, Inc.	0.21%	Add +0.3%	30,411	$2.7M
Samalin Investment Counsel, LLC	1.17%	Add +1.2%	30,374	$2.7M
Geneos Wealth Management Inc.	0.10%	Add +0.6%	30,184	$2.7M
Pathway Financial Advisors LLC	0.68%	Add +0.9%	29,944	$2.6M
Denver PWM, LLC	1.00%	Reduce -0.8%	29,921	$2.6M
Cozad Asset Management Inc.	0.25%	Reduce -1.0%	29,851	$2.6M
Laird Norton Wetherby Trust Company, LLC	0.34%	New	29,850	$2.6M
HUB Investment Partners, LLC	0.11%	No change	29,181	$2.6M
Bedel Financial Consulting, Inc.	0.36%	Add +1.3%	29,151	$2.6M
JSF Financial, LLC	0.75%	Reduce -31.7%	29,040	$2.6M
Dagco, Inc.	1.04%	Reduce -6.2%	28,864	$2.5M
Frank, Rimerman Advisors LLC	0.18%	Add +0.2%	28,849	$2.5M
Summit Financial Strategies, Inc.	0.28%	Add +0.9%	28,614	$2.5M
Chicago Partners Investment Group LLC	0.09%	Add +1.2%	28,490	$2.5M
Pasadena Private Wealth, LLC	0.53%	No change	28,500	$2.5M
Advisory Services Network, LLC	0.05%	No change	30,876	$2.5M
Ellevest, Inc.	0.14%	Add +1.7%	28,386	$2.5M
Councilor Wealth, LLC	1.21%	No change	28,043	$2.5M
Smith, Moore & Co.	0.23%	Add +8.1%	27,859	$2.5M
Sowell Financial Services LLC	0.11%	Add +4.9%	27,852	$2.5M
Prospera Financial Services Inc	0.06%	Add +37.0%	27,720	$2.4M
Orion Porfolio Solutions, LLC	0.02%	Add +723.7%	27,677	$2.4M
Orion Portfolio Solutions, LLC	0.02%	Add +723.7%	27,677	$2.4M
Valmark Advisers, Inc.	0.04%	Add +3.7%	27,542	$2.4M
Sigma Planning Corp	0.07%	Reduce -2.2%	27,346	$2.4M
Private Trust Co. NA	0.24%	Add +39.6%	26,977	$2.4M
HT Partners LLC	0.84%	No change	26,956	$2.4M
SOA Wealth Advisors, LLC.	0.45%	Reduce -0.8%	26,929	$2.4M
McKinley Carter Wealth Services, Inc.	0.14%	Reduce -0.7%	26,779	$2.4M
Kingsview Wealth Management, LLC	0.05%	Add +8.6%	26,767	$2.4M
Cahill Financial Advisors Inc.	0.32%	Reduce -75.2%	26,565	$2.3M
Hall Kathryn A.	0.49%	No change	26,520	$2.3M
Naples Global Advisors, LLC	0.22%	Add +4.5%	26,416	$2.3M
Busey Bank	0.08%	Add +13.5%	26,388	$2.3M
Dover Advisors, LLC	1.31%	Add +5.8%	26,120	$2.3M
Resonant Capital Advisors, LLC	0.17%	No change	26,023	$2.3M
Chesley Taft & Associates LLC	0.11%	Reduce -1.3%	25,994	$2.3M
Mather Group, Llc.	0.03%	Reduce -28.4%	25,901	$2.3M
Evensky & Katz LLC	0.15%	Add +0.4%	25,614	$2.3M
Goelzer Investment Management, Inc.	0.12%	No change	25,601	$2.3M
Grove Bank & Trust	0.33%	No change	25,600	$2.3M
Indiana Trust & Investment Management Co	0.77%	Reduce -5.8%	25,449	$2.2M
Valeo Financial Advisors, LLC	0.06%	Add +0.1%	25,371	$2.2M
Litman Gregory Wealth Management LLC	0.18%	No change	24,911	$2.2M
Oliver Luxxe Assets LLC	0.39%	Add +0.0%	24,707	$2.2M
Retirement Income Solutions, Inc.	0.50%	No change	24,607	$2.2M
Nations Financial Group Inc, /Ia/	0.16%	Add +0.1%	24,261	$2.1M
Ellenbecker Investment Group	0.40%	Reduce -8.9%	24,196	$2.1M
Members Advisory Group LLC	1.06%	Add +11.2%	24,042	$2.1M
DAVENPORT & Co LLC	0.01%	Add +22.5%	23,727	$2.1M
Catalyst Financial Partners LLC	0.41%	Add +3.3%	23,664	$2.1M
Fulton Breakefield Broenniman LLC	0.15%	Reduce -2.2%	23,585	$2.1M
Heritage Wealth Advisors	0.10%	No change	23,573	$2.1M
1900 Wealth Management LLC	0.18%	Reduce -2.6%	23,565	$2.1M
Meridian Financial Partners LLC	1.04%	Add +1.7%	23,366	$2.1M
Appleton Partners Inc.	0.15%	Reduce -3.4%	23,252	$2.0M
Wealthcare Advisory Partners LLC	0.06%	Add +2.9%	23,239	$2.0M
Fulcrum Capital LLC	0.45%	No change	23,209	$2.0M
Apollon Wealth Management, LLC	0.06%	Add +4.0%	23,104	$2.0M
St. Clair Advisors, LLC	0.58%	Reduce -9.8%	22,984	$2.0M
LCNB Corp.	0.71%	Reduce -2.4%	22,835	$2.0M
Weatherly Asset Management L. P.	0.18%	No change	22,776	$2.0M
Oxford Financial Group, LTD. LLC	0.13%	Reduce -16.9%	22,771	$2.0M
Boston Family Office LLC	0.14%	No change	22,771	$2.0M
Bremer Bank National Association	0.38%	No change	22,740	$2.0M
Peoples Bank	1.02%	Reduce -4.9%	22,734	$2.0M
Fiduciary Trust Co	0.03%	No change	22,718	$2.0M
Hapanowicz & Associates Financial Services, Inc	1.01%	Add +0.3%	22,707	$2.0M
Welch & Forbes LLC	0.03%	Add +2.3%	22,622	$2.0M
Hilltop Wealth Advisors, LLC	0.93%	Add +2.2%	22,587	$2.0M
Alley Investment Management Company, LLC	0.25%	Add +29.2%	22,465	$2.0M
Forvis Mazars Wealth Advisors, LLC	0.05%	Reduce -6.8%	22,246	$2.0M
Elyxium Wealth, LLC	1.08%	—	22,233	$2.0M
Stratos Wealth Advisors, LLC	0.09%	Add +0.5%	22,225	$2.0M
Venture Visionary Partners LLC	0.09%	Reduce -4.3%	22,093	$1.9M
Cypress Capital Group	0.22%	Reduce -12.1%	22,084	$1.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.48%	No change	21,977	$1.9M
Jordan Park Group LLC	0.13%	Reduce -0.7%	21,847	$1.9M
Smith Thornton Advisors LLC	1.26%	Reduce -0.3%	21,752	$1.9M
Ancora Advisors LLC	0.04%	Add +0.2%	21,652	$1.9M
MBA Advisors LLC	0.89%	Reduce -0.5%	20,993	$1.9M
Meridian Wealth Management, LLC	0.09%	New	20,788	$1.8M
Eastern Bank	0.03%	Add +47.0%	20,779	$1.8M
GAMMA Investing LLC	0.18%	Add +20.4%	20,665	$1.8M
Venturi Wealth Management, LLC	0.10%	No change	20,630	$1.8M
Susquehanna International Group, LLP	0.00%	Reduce -57.7%	20,582	$1.8M
JFS Wealth Advisors, LLC	0.12%	Add +1.4%	20,371	$1.8M
Sage Capital Advisors,llc	0.46%	Add +4.5%	20,024	$1.8M
HBK Sorce Advisory LLC	0.05%	Reduce -11.4%	19,964	$1.8M
White Pine Capital LLC	0.60%	Add +13.6%	19,954	$1.8M
Regal Investment Advisors LLC	0.12%	Add +8.7%	19,928	$1.8M
OneDigital Investment Advisors LLC	0.02%	Reduce -1.1%	19,787	$1.7M
Saxon Interests, Inc.	0.79%	Add +1.5%	19,616	$1.7M
Procyon Advisors, LLC	0.12%	Reduce -18.3%	19,540	$1.7M
Lazard Asset Management LLC	0.00%	No change	19,466	$1.7M
U.S. Capital Wealth Advisors, LLC	0.06%	Add +0.5%	19,338	$1.7M
Boston Trust Walden Corp	0.01%	No change	19,325	$1.7M
Pallas Capital Advisors LLC	0.07%	Reduce -1.2%	19,180	$1.7M
Daymark Wealth Partners, LLC	0.07%	Add +0.4%	19,047	$1.7M
Legacy Trust	0.38%	No change	18,990	$1.7M
Flputnam Investment Management Co.	0.03%	Add +10.8%	18,900	$1.7M
UNIVEST FINANCIAL Corp	0.11%	New	18,876	$1.7M
Private Management Group Inc.	0.06%	Reduce -0.2%	18,870	$1.7M
Waters Parkerson & Co., LLC	0.08%	No change	18,829	$1.7M
MIdWestOne Financial Group, Inc.	0.23%	Add +3.9%	18,727	$1.7M
Pinnacle Associates Ltd.	0.03%	Add +2.9%	21,131	$1.6M
MBL Wealth, LLC	0.18%	Reduce -2.7%	18,444	$1.6M
TD Waterhouse Canada Inc.	0.01%	Add +40.2%	18,575	$1.6M
Zions Bancorporation, N.A.	0.12%	No change	18,346	$1.6M
Newport Capital Group, LLC	1.18%	Reduce -1.5%	18,230	$1.6M
FMB Wealth Management	0.91%	No change	18,222	$1.6M
Simmons Bank	0.12%	No change	18,172	$1.6M
Legacy Bridge, LLC	0.86%	Reduce -1.9%	18,039	$1.6M
Parallel Advisors, LLC	0.04%	Add +5.0%	18,008	$1.6M
Investors Research Corp	0.35%	No change	17,993	$1.6M
Davis R M Inc.	0.03%	Add +11.1%	17,898	$1.6M
Heritage Investors Management Corp.	0.05%	Reduce -0.3%	17,870	$1.6M
Lowe Brockenbrough & Co. Inc.	0.10%	Reduce -5.9%	17,808	$1.6M
Linscomb Wealth, Inc.	0.08%	Reduce -12.6%	17,780	$1.6M
Heck Capital Advisors, LLC	0.18%	Add +335.6%	17,627	$1.6M
Sterling Financial Group, Inc.	0.66%	No change	17,606	$1.6M
Halpern Financial, Inc.	0.40%	Reduce -0.2%	17,708	$1.6M
Dorsey & Whitney Trust CO LLC	0.08%	No change	17,521	$1.5M
1ST Source Bank	0.09%	Add +4.2%	17,455	$1.5M
Webster Bank, N. A.	0.16%	Add +1.8%	17,449	$1.5M
Matrix Private Capital Group LLC	0.89%	Reduce -0.4%	17,435	$1.5M
PFG Investments, LLC	0.10%	Add +6.2%	17,429	$1.5M
Leo Wealth, LLC	0.14%	Add +0.4%	17,396	$1.5M
Clear Harbor Asset Management, LLC	0.13%	No change	17,387	$1.5M
Financial Partners Group, Inc	0.22%	Reduce -2.0%	17,203	$1.5M
Plum Street Advisors, LLC	0.76%	No change	16,997	$1.5M
Certuity, LLC	0.16%	Add +67.0%	16,941	$1.5M
Fairway Wealth LLC	0.76%	Add +0.4%	16,897	$1.5M
Cornerstone Wealth Management, LLC	0.10%	Add +3.9%	16,729	$1.5M
Connecticut Wealth Management, LLC	0.07%	No change	16,687	$1.5M
Southern Capital Advisors, LLC	0.82%	Reduce -0.1%	16,585	$1.5M
Platte River Wealth Advisors, LLC	0.39%	No change	16,529	$1.5M
Philadelphia Trust Co.	0.10%	No change	16,265	$1.4M
Atlas Brown,Inc.	0.50%	Reduce -4.0%	16,263	$1.4M
Rhumbline Advisers	0.00%	Add +48.6%	16,222	$1.4M
Strategic Family Wealth Counselors, L.L.C.	0.50%	Add +7.9%	16,138	$1.4M
First Hawaiian Bank	0.05%	Reduce -0.1%	16,077	$1.4M
Baker Ellis Asset Management LLC	0.20%	No change	16,076	$1.4M
SageView Advisory Group, LLC	0.07%	Reduce -8.4%	16,022	$1.4M
Evernest Financial Advisors, LLC	0.38%	No change	15,947	$1.4M
Boston Financial Mangement LLC	0.04%	No change	15,946	$1.4M
IFG Advisors, LLC	0.30%	Add +1.7%	15,882	$1.4M
Great Valley Advisor Group, Inc.	0.03%	Add +3.5%	15,827	$1.4M
Compton Wealth Advisory Group, LLC	0.35%	Add +0.0%	15,780	$1.4M
WestHill Financial Advisors, Inc.	0.31%	Reduce -0.1%	15,619	$1.4M
Wells Trecaso Financial Group, LLC	0.45%	Add +9.0%	15,544	$1.4M
SlateStone Wealth, LLC	0.12%	Add +2.2%	15,510	$1.4M
Fiducient Advisors LLC	0.16%	Reduce -8.9%	15,414	$1.4M
Wealthfront Advisers LLC	0.00%	Add +19.9%	15,399	$1.4M
Aristotle Capital Boston, LLC	0.04%	Reduce -14.6%	15,364	$1.4M
Beck Bode, LLC	0.25%	Reduce -17.4%	15,318	$1.4M
Cary Street Partners Investment Advisory LLC	0.05%	Add +10.9%	15,278	$1.3M
West Paces Advisors Inc.	0.33%	No change	15,262	$1.3M
SpiderRock Advisors, LLC	0.03%	Add +106.7%	15,262	$1.3M
Vanguard Personalized Indexing Management, LLC	0.02%	Add +0.4%	15,152	$1.3M
Kohmann Bosshard Financial Services, LLC	0.17%	No change	15,148	$1.3M
Montecito Bank & Trust	0.23%	Add +2.5%	15,072	$1.3M
Two Sigma Securities, LLC	0.10%	New	15,063	$1.3M
Luminvest Wealth Management LLC	0.55%	No change	15,057	$1.3M
Debussy Capital Management LP	0.38%	No change	14,988	$1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.20%	Add +0.4%	14,962	$1.3M
Crescent Grove Advisors, LLC	0.13%	No change	14,823	$1.3M
Caprock Group, LLC	0.05%	Add +73.2%	14,735	$1.3M
Y-Intercept (Hong Kong) Ltd	0.08%	New	14,656	$1.3M
Wooster Corthell Wealth Management, Inc.	0.27%	Reduce -0.3%	14,615	$1.3M
RKL Wealth Management LLC	0.12%	Reduce -0.6%	14,563	$1.3M
Jane Street Group, LLC	0.00%	Add +152.2%	14,492	$1.3M
Empirical Asset Management, LLC	0.45%	Add +4.0%	14,432	$1.3M
Moneco Advisors, LLC	0.16%	Reduce -1.2%	14,367	$1.3M
Lyell Wealth Management, LP	0.12%	No change	14,367	$1.3M
Gries Financial LLC	0.24%	Add +52.2%	14,332	$1.3M
Oppenheimer & Co. Inc.	0.02%	Add +30.3%	14,302	$1.3M
Bill Few Associates, Inc.	0.45%	Add +5.3%	14,278	$1.3M
Midland Wealth Advisors, LLC	0.07%	New	14,273	$1.3M
Choate Investment Advisors	0.03%	No change	14,129	$1.2M
Radnor Capital Management, LLC	0.18%	New	14,120	$1.2M
Bricktown Capital, LLC	0.23%	Reduce -11.9%	14,064	$1.2M
Birch Hill Investment Advisors LLC	0.06%	No change	14,048	$1.2M
SeaBridge Investment Advisors LLC	0.30%	No change	14,001	$1.2M
Monetary Management Group Inc.	0.32%	Add +1.4%	13,955	$1.2M
Seneca Financial Advisors LLC	0.60%	Add +0.4%	13,944	$1.2M
Dominguez Wealth Management Solutions, Inc.	0.89%	Add +0.1%	13,885	$1.2M
Blue Trust, Inc.	0.02%	Add +14.1%	14,827	$1.2M
Private Portfolio Partners LLC	0.22%	New	13,530	$1.2M
Qube Research & Technologies Ltd	0.00%	Add +48.4%	13,524	$1.2M
RMR Wealth Builders	0.13%	Reduce -13.7%	13,509	$1.2M
Patriot Investment Management Group, Inc.	0.09%	No change	13,484	$1.2M
Ritter Daniher Financial Advisory LLC / DE	0.34%	Reduce -0.0%	13,430	$1.2M
Continuum Advisory, LLC	0.15%	Add +2.7%	12,850	$1.2M
Calamos Wealth Management LLC	0.06%	Reduce -34.9%	13,355	$1.2M
First National Bank of Omaha	0.08%	No change	13,332	$1.2M
Perennial Investment Advisors, LLC	0.15%	Add +0.2%	13,331	$1.2M
Tsfg, LLC	0.26%	Add +0.5%	13,296	$1.2M
Centennial Wealth Advisory LLC	0.45%	Reduce -62.2%	13,221	$1.2M
Lake Street Private Wealth, LLC	0.19%	Reduce -39.9%	13,212	$1.2M
Roundview Capital LLC	0.08%	No change	13,158	$1.2M
GM Advisory Group, LLC	0.07%	Add +22.6%	13,118	$1.2M
Earnest Partners LLC	0.01%	Reduce -57.2%	13,028	$1.1M
Mason & Associates, LLC	0.35%	Reduce -1.7%	12,884	$1.1M
Castle Rock Wealth Management, LLC	0.27%	Reduce -49.9%	12,985	$1.1M
Sterling Capital Management LLC	0.01%	—	12,848	$1.1M
Campbell Newman Asset Management Inc.	0.09%	No change	12,840	$1.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.10%	Reduce -24.4%	12,802	$1.1M
Goldstein Advisors, LLC	0.17%	Add +3.3%	12,796	$1.1M
Occidental Asset Management, LLC	0.18%	No change	12,737	$1.1M
Sunbelt Securities, Inc.	0.11%	Add +1.0%	12,618	$1.1M
Strategic Advisors LLC	0.21%	Add +32.6%	12,508	$1.1M
Financial Insights, Inc.	0.36%	Reduce -54.3%	12,499	$1.1M
Klingman & Associates, LLC	0.07%	Reduce -0.5%	12,497	$1.1M
Benjamin Edwards Inc.	0.02%	New	12,413	$1.1M
Zacks Investment Management	0.01%	Add +8.8%	12,393	$1.1M
Independent Financial Group, LLC	0.04%	Reduce -5.7%	12,264	$1.1M
Dynamic Advisor Solutions LLC	0.03%	Reduce -1.5%	12,226	$1.1M
State Street Corp.	0.00%	Reduce -36.5%	12,200	$1.1M
Simplicity Wealth,LLC	0.10%	Reduce -87.3%	12,195	$1.1M
Laird Norton Wetherby Wealth Management, LLC	0.05%	Add +0.0%	12,179	$1.1M
Axxcess Wealth Management, LLC	0.03%	Reduce -0.4%	12,090	$1.1M
Pps&v Asset Management Consultants, Inc.	0.73%	No change	12,074	$1.1M
Napatree Capital LLC	0.73%	New	11,855	$1.0M
Avior Wealth Management, LLC	0.04%	Add +0.9%	11,852	$1.0M
New Republic Capital, LLC	0.60%	Reduce -34.8%	11,834	$1.0M
Pinnacle Wealth Management Advisory Group, LLC	0.10%	No change	11,809	$1.0M
Central Bank & Trust Co.	0.14%	Reduce -12.6%	11,771	$1.0M
Cullinan Associates Inc.	0.06%	No change	11,600	$1.0M
Okabena Investment Services Inc.	0.29%	No change	11,650	$1.0M
Pine Haven Investment Counsel, Inc	0.82%	No change	11,522	$1.0M
GTS Securities LLC	0.02%	Reduce -49.7%	11,513	$1.0M
Argent Financial Group, Inc.	0.12%	—	11,492	$1.0M
Waldron Private Wealth LLC	0.04%	Add +127.3%	11,372	$1.0M
Cassaday & Co Wealth Management LLC	0.03%	Reduce -1.9%	11,329	$999K
United Bank	0.12%	No change	11,325	$998K
Parthenon LLC	0.12%	No change	11,323	$998K
Well Done, LLC	0.18%	Add +0.1%	11,231	$990K
CENTRAL TRUST Co	0.02%	Reduce -85.9%	11,080	$977K
Columbia Asset Management	0.17%	No change	11,064	$975K
First Financial Bankshares Inc	0.02%	No change	11,052	$974K
Jupiter Wealth Management LLC	0.50%	No change	11,000	$970K
World Investment Advisors	0.03%	Add +11.6%	10,989	$969K
Brown Brothers Harriman & Co.	0.01%	Reduce -3.0%	10,949	$965K
USAdvisors Wealth Management, LLC	0.34%	Reduce -2.5%	10,960	$964K
Pacific Financial Group Inc.	0.70%	Reduce -4.9%	10,905	$961K
Capital Investment Advisors, LLC	0.02%	Add +6.6%	10,898	$961K
NBT Bank, N.A.	0.06%	Add +0.1%	10,841	$956K
Concurrent Investment Advisors, LLC	0.03%	Reduce -5.4%	10,810	$953K
First Financial Bank - Trust Division	0.09%	Reduce -0.2%	10,753	$948K
Parsons Capital Management Inc.	0.06%	Add +105.8%	10,692	$942K
Harbor Investment Advisory, LLC	0.09%	No change	10,672	$941K
Alpine Bank Wealth Management	0.15%	—	10,649	$939K
Winthrop Advisory Group LLC	0.11%	Reduce -0.8%	10,522	$927K
O'shaughnessy Asset Management, LLC	0.01%	Reduce -2.3%	10,338	$925K
Israel Discount Bank of New York	1.37%	Reduce -6.3%	10,435	$920K
Operose Advisors LLC	0.30%	Add +0.1%	10,421	$918K
Beacon Financial Advisory LLC	0.31%	Add +6.7%	10,415	$918K
Leslie Global Wealth, LLC	0.44%	Add +1.4%	10,352	$912K
Jackson Hole Capital Partners, LLC	0.19%	Add +4.2%	10,342	$912K
Obermeyer Wealth Partners	0.05%	No change	10,303	$908K
Narwhal Capital Management	0.08%	No change	10,231	$902K
Duncker Streett & Co. Inc.	0.16%	No change	10,211	$900K
Paces Ferry Wealth Advisors, LLC	0.51%	Reduce -0.1%	10,146	$894K
Cliftonlarsonallen Wealth Advisors, LLC	0.02%	Add +0.3%	10,097	$890K
Certified Advisory Corp	0.10%	Reduce -4.3%	10,044	$885K
Saxony Capital Management, LLC	0.81%	Reduce -3.3%	10,024	$884K
MidAtlantic Capital Management, Inc.	0.64%	Reduce -1.9%	9,997	$881K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.02%	Reduce -0.3%	9,994	$881K
Cynosure Group, LLC	0.13%	Reduce -34.7%	9,993	$881K
Leavell Investment Management, Inc.	0.04%	Add +0.6%	9,962	$878K
Prio Wealth Limited Partnership	0.03%	No change	9,961	$878K
Optivise Advisory Services LLC	0.46%	Reduce -12.8%	9,940	$876K
CW Advisors, LLC	0.01%	Add +124.3%	9,853	$868K
Armor Investment Advisors, LLC	0.36%	Reduce -1.6%	9,770	$861K
Stillwater Capital Advisors, LLC	0.11%	New	9,723	$857K
EPIQ Capital Group, LLC	0.25%	Add +0.4%	9,721	$857K
Breakwater Capital Group	0.17%	Reduce -0.2%	9,649	$850K
Ironwood Financial, llc	0.18%	Reduce -3.0%	9,638	$850K
Wealthquest Corp	0.07%	Reduce -9.7%	9,666	$846K
Brasada Capital Management, LP	0.15%	Reduce -5.2%	9,662	$846K
Marcum Wealth, LLC	0.08%	Reduce -9.0%	9,596	$846K
Belpointe Asset Management LLC	0.05%	Add +134.2%	9,544	$841K
Renaissance Technologies	0.00%	New	9,500	$837K
North Star Investment Management Corp.	0.06%	Add +0.0%	9,489	$836K
Plante Moran Financial Advisors, LLC	0.07%	Reduce -2.2%	9,453	$833K
CreativeOne Wealth, LLC	0.03%	Add +163.6%	9,396	$828K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.02%	Reduce -2.0%	9,324	$822K
Smith Salley Wealth Management	0.05%	New	9,273	$817K
Foundations Investment Advisors, LLC	0.02%	Reduce -3.1%	9,223	$813K
Selective Wealth Management, Inc.	0.34%	Reduce -0.5%	9,271	$811K
Snowden Capital Advisors LLC	0.02%	Add +13.9%	9,166	$808K
Live Oak Private Wealth LLC	0.13%	Reduce -2.1%	9,147	$806K
Foster Dykema Cabot & Partners, LLC	0.07%	Add +27.2%	9,128	$805K
Quantinno Capital Management LP	0.01%	No change	9,120	$804K
Baron Wealth Management LLC	0.39%	Add +0.1%	9,107	$803K
Trust Co of the South	0.17%	No change	9,045	$797K
Viawealth, LLC	0.46%	No change	9,017	$795K
Bensler, LLC	0.10%	Add +0.0%	8,965	$790K
Manchester Capital Management LLC	0.09%	No change	8,891	$784K
Mission Wealth Management, LP	0.02%	Add +0.7%	8,799	$776K
LGL Partners, LLC	0.11%	Add +0.4%	8,780	$774K
Next Level Private LLC	0.32%	Add +0.4%	8,741	$770K
Legacy Wealth Management, LLC / MS	0.28%	New	8,730	$769K
Mill Capital Management, LLC	0.06%	No change	8,724	$769K
Guardian Wealth Advisors, LLC / NC	0.08%	No change	8,705	$767K
Brown, Lisle/Cummings, Inc.	0.23%	No change	8,700	$767K
Tudor Investment Corporation	0.01%	Reduce -67.4%	8,696	$766K
Advisors Capital Management, LLC	0.01%	Reduce -25.1%	8,680	$765K
Investment Advisory Group, LLC	0.26%	Add +1.7%	8,652	$763K
Ashton Thomas Securities, LLC	0.15%	New	8,638	$761K
Pacific Global Investment Management Co.	0.14%	No change	8,633	$761K
MassMutual Private Wealth & Trust, FSB	0.02%	Reduce -0.8%	8,590	$757K
Signature Estate & Investment Advisors LLC	0.02%	Add +0.1%	8,564	$755K
Precision Wealth Strategies, LLC	0.70%	No change	8,533	$752K
Ascentis Independent Advisors	0.12%	Reduce -0.5%	8,461	$746K
Nemes Rush Group LLC	0.11%	No change	8,863	$745K
Essex Bank	0.19%	Reduce -0.7%	8,449	$745K
Arrowroot Family Office, LLC	0.43%	Reduce -1.9%	8,433	$743K
Glassman Wealth Services	0.13%	No change	8,397	$740K
Transcend Capital Advisors, LLC	0.05%	Reduce -8.2%	8,365	$737K
First Commonwealth Financial Corp	0.18%	Add +7.0%	8,360	$737K
Retirement Planning Group, LLC	0.04%	Add +0.1%	8,358	$737K
S&co Inc.	0.05%	No change	8,344	$735K
BLB&B Advisors, LLC	0.04%	Add +0.1%	8,333	$734K
Optimum Investment Advisors	0.32%	Add +26.2%	8,332	$734K
BIP Wealth, LLC	0.05%	Reduce -2.1%	8,321	$733K
Beaumont Financial Advisors, LLC	0.06%	Reduce -12.0%	8,263	$728K
Center for Financial Planning, Inc.	0.10%	Add +0.1%	8,244	$727K
Princeton Global Asset Management LLC	0.14%	Add +1248.0%	8,236	$726K
Park Avenue Securities LLC	0.01%	Reduce -50.3%	8,129	$716K
Guardian Asset Advisors, LLC	0.48%	Reduce -37.2%	8,090	$710K
Altus Wealth Group LLC	0.30%	Add +9.4%	8,024	$707K
New England Professional Planning Group Inc.	0.35%	Add +10.0%	8,016	$706K
Bragg Financial Advisors, Inc	0.03%	Reduce -2.1%	8,011	$706K
Fermata Advisors, LLC	0.14%	Add +20.7%	7,991	$704K
Biltmore Family Office, LLC	0.12%	Add +98.9%	7,957	$701K
Moors & Cabot, Inc.	0.03%	Add +30.4%	7,926	$699K
GYL Financial Synergies, LLC	0.05%	Add +29.9%	7,922	$698K
Moody LYNN Lieberson & Walker, LLC	0.04%	No change	7,902	$696K
Dana Investment Advisors, Inc.	0.02%	Reduce -1.1%	7,901	$696K
Walled Lake Planning & Wealth Management, LLC	0.26%	Add +5.5%	7,856	$692K
Flagstone Financial Management	0.23%	Add +58.9%	7,823	$690K
Beese Fulmer Investment Management, Inc.	0.06%	No change	7,804	$688K
Old Second National Bank of Aurora	0.17%	No change	7,780	$686K
RiverFront Investment Group, LLC	0.02%	Add +47.2%	7,732	$681K
Sapient Capital LLC	0.01%	No change	7,713	$680K
Buckhead Capital Management LLC	0.21%	No change	7,700	$679K
Brady Family Wealth, LLC	0.20%	No change	7,683	$677K
Windsor Capital Management, LLC	0.20%	Reduce -0.7%	7,647	$674K
Smithfield Trust Co	0.03%	Reduce -1.4%	7,603	$669K
Summit Investment Advisory Services, LLC	0.35%	Reduce -42.4%	7,527	$663K
First American Trust, FSB	0.07%	Add +10.3%	7,498	$661K
Graypoint LLC	0.04%	Add +4.9%	7,486	$660K
BlueSky Wealth Advisors, LLC	0.10%	No change	7,481	$659K
Ameritas Advisory Services, LLC	0.03%	Reduce -38.3%	7,464	$658K
Pinnacle Bancorp, Inc.	0.18%	Reduce -6.6%	7,438	$656K
Objective Capital Management, LLC	0.38%	—	7,387	$651K
Lee Danner & Bass Inc.	0.05%	Reduce -0.1%	7,374	$650K
ICW Investment Advisors LLC	0.27%	No change	7,314	$645K
Angeles Wealth Management, LLC	0.06%	No change	7,299	$643K
MCF Advisors LLC	0.04%	Reduce -0.6%	7,287	$642K
FourThought Financial Partners, LLC	0.08%	No change	7,259	$640K
Insigneo Advisory Services, LLC	0.06%	Reduce -4.3%	7,239	$638K
Intrua Financial, LLC	0.10%	Reduce -8.1%	7,211	$636K
Harbour Investments, Inc.	0.02%	Add +10.8%	7,203	$635K
Shepherd Financial Partners LLC	0.08%	Reduce -4.7%	7,185	$633K
Thompson Siegel & Walmsley LLC	0.01%	Add +2.5%	7,167	$632K
Sandy Cove Advisors, LLC	0.26%	Reduce -32.7%	7,168	$632K
Hunter Associates Investment Management LLC	0.10%	Reduce -8.4%	7,137	$627K
Baldwin Wealth Partners LLC	0.04%	No change	7,086	$625K
Greenhouse Wealth Management, LLC	0.42%	Reduce -1.4%	7,069	$623K
Vertex Planning Partners, LLC	0.15%	Reduce -0.7%	7,053	$622K
Stevens Capital Partners	0.30%	Reduce -0.3%	7,044	$621K
Stratos Investment Management, LLC	0.04%	Reduce -0.5%	7,043	$621K
Moss Adams Wealth Advisors LLC	0.07%	Add +21.0%	7,038	$620K
Cranbrook Wealth Management, LLC	0.14%	No change	7,020	$619K
McNaughton Wealth Management, LLC	0.30%	Reduce -0.7%	7,016	$618K
Florida Trust Wealth Management Co	0.02%	No change	6,984	$616K
Forum Private Client Group LLC	0.27%	Reduce -11.1%	6,972	$615K
Narus Financial Partners, LLC	0.22%	Add +2.9%	6,938	$612K
Anson Capital, Inc.	0.55%	No change	6,933	$611K
First PREMIER Bank	0.15%	No change	6,928	$610K
Allworth Financial LP	0.00%	Reduce -7.5%	6,907	$609K
Cape Cod Five Cents Savings Bank	0.06%	Reduce -1.3%	6,907	$609K
Tompkins Financial Corp.	0.06%	No change	6,883	$607K
Bear Mountain Capital, Inc.	0.24%	Reduce -0.9%	6,795	$606K
Kanawha Capital Management LLC	0.04%	Reduce -0.4%	6,857	$604K
Thomasville National Bank	0.04%	Add +0.2%	6,852	$604K
AAF Wealth Management, LLC	0.30%	Reduce -4.4%	6,834	$602K
Montag A & Associates Inc.	0.03%	Add +0.1%	6,812	$600K
TPG Financial Advisors, LLC	0.27%	No change	6,763	$596K
James J. Burns & Company, LLC	0.11%	Reduce -2.8%	6,756	$596K
Larson Financial Group LLC	0.03%	Add +0.4%	6,698	$590K
Ballew Advisors, Inc	0.39%	Add +0.0%	6,673	$588K
Neuberger Berman Group LLC	0.00%	Reduce -3.2%	6,641	$585K
Tranquility Partners, LLC	0.21%	Add +2.0%	6,624	$584K
Osborne Partners Capital Management, LLC	0.03%	Reduce -2.1%	6,600	$582K
Wellspring Financial Advisors, LLC	0.07%	New	6,591	$581K
Wedmont Private Capital	0.03%	Add +0.1%	6,636	$579K
Caldwell Trust Co	0.06%	No change	6,539	$576K
Lindbrook Capital, LLC	0.05%	Reduce -0.4%	6,504	$573K
JNBA Financial Advisors	0.06%	Reduce -1.5%	6,489	$572K
Bar Harbor Wealth Management	0.04%	No change	6,439	$568K
QRG Capital Management, Inc.	0.01%	Reduce -22.7%	6,420	$566K
Farmers & Merchants Trust Co of Chambersburg PA	0.22%	No change	6,396	$564K
SMI Advisory Services, LLC	0.12%	Reduce -0.8%	6,393	$562K
Fort Washington Investment Advisors Inc.	0.00%	No change	6,370	$561K
Destiny Wealth Partners, LLC	0.10%	Add +0.3%	6,363	$561K
Western Wealth Management, LLC	0.03%	Add +0.8%	6,360	$561K
Reston Wealth Management LLC	0.20%	Add +0.4%	6,349	$560K
Empower Advisory Group, LLC	0.00%	Reduce -12.0%	6,336	$558K
Cordatus Wealth Management LLC	0.20%	Add +0.5%	6,325	$557K
Pitcairn Co.	0.03%	New	6,312	$556K
Mathes Company, Inc.	0.20%	No change	6,301	$555K
Bangor Savings Bank	0.05%	No change	6,270	$553K
Segment Wealth Management, LLC	0.04%	No change	6,257	$551K
Northeast Financial Consultants Inc	0.02%	No change	6,208	$547K
Alesco Advisors, LLC, An ESL Co	0.02%	No change	6,200	$546K
REDW Wealth LLC	0.14%	No change	6,196	$546K
Valley Forge Investment Consultants Inc. Adv	0.19%	No change	6,191	$546K
Advisory Resource Group	0.12%	No change	6,178	$544K
Westmount Partners, LLC	0.16%	No change	6,158	$543K
Hollencrest Capital Management	0.02%	No change	6,120	$539K
Focus Partners Advisor Solutions, LLC	0.01%	Add +1.7%	6,119	$539K
DBK Financial Counsel, LLC	0.54%	No change	6,105	$538K
Flagship Harbor Advisors, LLC	0.03%	Reduce -9.6%	6,101	$538K
Forum Financial Management, LP	0.01%	No change	6,096	$537K
Kolinsky Wealth Management, LLC	0.35%	Add +26.6%	6,063	$534K
Macroview Investment Management LLC	0.52%	Add +9.2%	6,051	$533K
First Nebraska Trust Co	0.05%	Reduce -1.6%	6,050	$533K
Adero Partners, LLC	0.04%	Add +3.3%	6,045	$533K
Richardson Capital Management LLC	0.37%	No change	6,005	$529K
TFC Financial Management, Inc.	0.08%	No change	6,000	$529K
Allen Mooney & Barnes Investment Advisors LLC	0.09%	Reduce -14.9%	5,998	$529K
Deutsche Bank AG	0.00%	No change	5,991	$528K
Freestone Capital Holdings, LLC	0.02%	No change	5,975	$527K
Edgemoor Investment Advisors, Inc.	0.05%	No change	5,960	$525K
True Link Financial Advisors, LLC	0.04%	No change	5,953	$525K
Planning Capital Management Corp	0.35%	Add +1.8%	5,946	$524K
Brand Asset Management Group, Inc.	0.20%	No change	5,943	$524K
LMCG Investments, LLC	0.03%	Add +1.0%	5,931	$523K
Financial Advocates Investment Management	0.03%	Add +5.3%	5,924	$522K
Founders Financial Alliance, LLC	0.15%	Add +6.1%	5,920	$522K
American National Bank & Trust	0.06%	Reduce -40.2%	5,867	$517K
Cyndeo Wealth Partners, LLC	0.04%	No change	5,843	$515K
Kowal Investment Group, LLC	0.09%	Reduce -1.3%	5,751	$507K
Salomon & Ludwin, LLC	0.05%	No change	5,714	$504K
Palisade Asset Management, LLC	0.05%	Add +0.8%	5,709	$503K
My Personal CFO, LLC	0.28%	Reduce -20.6%	5,708	$503K
Good Life Advisors, LLC	0.03%	Add +100.4%	5,676	$500K
Caldwell Sutter Capital, Inc.	0.23%	No change	5,664	$499K
Sfmg, LLC	0.04%	No change	5,637	$497K
Nicolet Bankshares Inc.	0.10%	Add +0.7%	5,604	$494K
Clarity Capital Partners LLC	0.29%	Add +2.8%	5,566	$491K
Register Financial Advisors LLC	0.25%	Add +0.2%	5,481	$483K
Blodgett Wealth Advisors, LLC	0.41%	No change	5,468	$482K
Fourpath Capital Management, LLC	0.09%	No change	5,465	$482K
Mach-1 Financial Group, LLC	0.30%	Add +5.5%	5,458	$481K
Ironwood Wealth Management, LLC.	0.14%	No change	5,455	$481K
Jaffetilchin Investment Partners, LLC	0.04%	Add +0.6%	5,454	$481K
Strategic Financial Concepts, LLC	0.15%	Reduce -98.8%	5,453	$481K
Jamison Private Wealth Management, Inc.	0.07%	No change	5,449	$480K
Veracity Capital LLC	0.18%	Reduce -3.1%	5,442	$480K
International Assets Investment Management, LLC	0.04%	Add +76.5%	5,437	$479K
Harbour Capital Advisors, LLC	0.11%	No change	5,436	$479K
Howland Capital Management LLC	0.02%	Add +33.8%	5,416	$477K
Russell Investments Group, Ltd.	0.00%	Add +17.4%	5,399	$476K
Old Mission Capital LLC	0.01%	Reduce -49.7%	5,378	$474K
First National Bank & Trust Co. of Newtown	0.09%	No change	5,344	$471K
TCI Wealth Advisors, Inc.	0.04%	No change	5,307	$468K
Colonial Trust Advisors	0.04%	No change	5,300	$467K
HBC Financial Services, PLLC	0.28%	No change	5,266	$467K
Callan Capital, LLC	0.03%	Add +0.2%	5,297	$467K
Ledyard National Bank	0.04%	Add +89.6%	5,289	$466K
Canandaigua National Trust Co of Florida	0.40%	—	5,264	$464K
Zhang Financial LLC	0.03%	Add +0.2%	5,262	$464K
Encompass Wealth Advisors, LLC	0.12%	No change	5,249	$463K
Fortis Capital Advisors, LLC	0.15%	New	5,246	$462K
Spinnaker Trust	0.03%	No change	5,202	$459K
SOL Capital Management CO	0.05%	No change	5,180	$457K
Summit Trail Advisors, LLC	0.01%	No change	5,174	$456K
Hirtle & Co., LLC	0.02%	No change	5,143	$453K
Bordeaux Wealth Advisors LLC	0.08%	Reduce -1.3%	5,118	$451K
Trust Co	0.05%	Add +4.3%	5,064	$446K
CoreCap Advisors, LLC	0.02%	New	5,046	$445K
Wealthspire Retirement, LLC	0.04%	Add +0.1%	5,041	$444K
Weil Company, Inc.	0.15%	No change	5,036	$444K
E&G Advisors, LLC	0.12%	No change	5,000	$441K
Herold Advisors, Inc.	0.10%	No change	5,000	$441K
Creative Financial Designs Inc.	0.04%	Reduce -3.1%	4,993	$440K
Valued Retirements, Inc.	0.61%	No change	4,990	$440K
SilverOak Wealth Management LLC	0.10%	No change	4,986	$439K
Arthur M. Cohen & Associates, LLC	0.08%	Add +0.2%	5,000	$438K
Castle Wealth Management LLC	0.17%	No change	4,960	$437K
HM Payson & Co.	0.01%	No change	4,952	$436K
Carnegie Investment Counsel	0.01%	Reduce -6.2%	4,949	$436K
Christensen, King & Associates Investment Services, Inc.	0.20%	Reduce -0.1%	4,926	$434K
Mgo One Seven LLC	0.02%	Reduce -13.5%	4,921	$434K
Dechtman Wealth Management, LLC	0.09%	Reduce -0.9%	4,882	$430K
TBH Global Asset Management, LLC	0.09%	Reduce -0.0%	4,873	$430K
Edge Capital Group, LLC	0.02%	Reduce -5.4%	4,867	$429K
First Financial Corp.	0.20%	No change	4,840	$427K
Invenio Wealth Partners LLC	0.18%	No change	4,838	$426K
Colonial Trust Co / SC	0.07%	No change	4,825	$425K
Plancorp, LLC	0.02%	No change	4,817	$425K
Broadview Financial Management, LLC	0.29%	Reduce -0.6%	4,815	$424K
Wealth Dimensions Group, Ltd.	0.11%	No change	4,794	$423K
Topel & Distasi Wealth Management, LLC	0.17%	Add +0.9%	4,776	$421K
Prosperity Consulting Group, LLC	0.03%	Reduce -2.8%	4,759	$419K
Jefferies Financial Group Inc.	0.01%	No change	4,740	$418K
49 Wealth Management, LLC	0.07%	Reduce -11.9%	4,738	$418K
Legacy Financial Advisors, Inc.	0.07%	No change	4,716	$416K
Cadence Bank	0.03%	New	4,711	$415K
Joel Isaacson & Co., LLC	0.02%	Add +0.3%	4,707	$415K
Affinity Capital Advisors, LLC	0.08%	Reduce -2.7%	4,639	$409K
Holistic Financial Partners	0.20%	No change	4,600	$405K
West Oak Capital, LLC	0.20%	No change	4,600	$405K
Patriot Financial Group Insurance Agency, LLC	0.05%	Add +8.6%	4,595	$405K
Cassia Capital Partners, LLC	0.27%	No change	4,564	$402K
Atlantic Edge Private Wealth Management, LLC	0.12%	Add +27.1%	4,557	$402K
PBMares Wealth Management LLC	0.08%	No change	4,553	$401K
NCM Capital Management, LLC	0.19%	No change	4,552	$401K
King Wealth Management Group	0.06%	No change	4,520	$398K
PFG Advisors	0.03%	Reduce -52.4%	4,513	$398K
MTM Investment Management, LLC	0.15%	No change	4,466	$393K
Ascent Group, LLC	0.03%	Reduce -51.4%	4,453	$392K
Checchi Capital Advisers, LLC	0.03%	No change	4,436	$391K
Quartz Partners, LLC	0.24%	—	4,428	$390K
BlueChip Wealth Advisors LLC	0.20%	No change	4,423	$390K
Baker Avenue Asset Management, LP	0.01%	Add +10.4%	4,416	$389K
HMS Capital Management, LLC	0.19%	No change	4,393	$387K
Flagship Private Wealth, LLC	0.20%	Reduce -12.6%	4,392	$387K
Northeast Investment Management	0.02%	No change	4,391	$387K
Rehmann Capital Advisory Group	0.03%	Add +1.6%	4,383	$386K
Guidance Point Advisors, LLC	0.12%	Add +0.1%	4,369	$385K
Colorado Capital Management, Inc.	0.19%	No change	4,365	$385K
Fiduciary Group, LLC	0.04%	Reduce -0.1%	4,368	$385K
West Coast Financial LLC	0.04%	No change	4,364	$385K
Optas, LLC	0.09%	No change	4,345	$383K
Advisory Alpha, LLC	0.01%	Add +0.1%	4,319	$381K
MWA Asset Management	0.25%	No change	4,314	$380K
Peddock Capital Advisors, LLC	0.09%	No change	4,301	$379K
Quantum Private Wealth, LLC	0.13%	Reduce -11.0%	4,291	$378K
Willow Creek Wealth Management Inc.	0.04%	No change	4,273	$377K
Fortitude Advisory Group L.L.C.	0.24%	No change	4,273	$377K
Bouchey Financial Group, Ltd.	0.03%	No change	4,230	$373K
Community Bank of Raymore	0.28%	No change	4,229	$373K
Arrow Financial Corp	0.03%	Reduce -6.7%	4,221	$372K
Truepoint, Inc.	0.01%	No change	4,219	$372K
Duncan Williams Asset Management, LLC	0.20%	New	4,216	$372K
Wellington Management Group LLP	0.00%	No change	4,200	$370K
Blue Zone Wealth Advisors, LLC	0.11%	New	4,189	$369K
Avantax Planning Partners, Inc.	0.01%	Reduce -5.7%	4,187	$369K
Sentinel Trust Co. Lba	0.04%	No change	4,165	$367K
Arbor Investment Advisors, LLC	0.05%	No change	4,161	$367K
Hohimer Wealth Management, LLC	0.08%	No change	4,150	$366K
HTLF Bank	0.04%	Reduce -3.6%	4,144	$365K
Versant Capital Management, Inc	0.08%	No change	4,144	$365K
Redhawk Wealth Advisors, Inc.	0.05%	Reduce -94.4%	4,141	$365K
First County Bank	0.18%	New	4,120	$363K
Integral Investment Advisors, Inc.	0.10%	Reduce -6.3%	4,116	$363K
Old Mission Investment Co LLC	0.11%	No change	4,100	$361K
CRA Financial Services, LLC	0.07%	Add +32.4%	4,076	$359K
Bell Bank	0.04%	No change	4,073	$359K
Atria Investments, Inc	0.00%	Reduce -67.0%	4,071	$359K
Lutz Financial Services LLC	0.03%	No change	4,068	$359K
Sage Financial Management Group, Inc.	0.14%	New	4,059	$358K
Aprio Wealth Management, LLC	0.06%	Add +0.4%	4,058	$358K
Dentgroup LLC	0.27%	Reduce -49.9%	4,038	$356K
WealthShield Partners, LLC	0.05%	No change	4,035	$356K
Betterment LLC	0.00%	Add +2.5%	4,029	$355K
Clayton Financial Group LLC	0.13%	Add +8.2%	4,025	$355K
Diversified Portfolios, Inc.	0.04%	Reduce -18.3%	4,020	$354K
Magnus Financial Group LLC	0.04%	Add +0.4%	4,013	$354K
Wedgewood Investors Inc.	0.39%	Reduce -7.2%	4,005	$353K
Phoenix Wealth Advisors	0.16%	Reduce -29.8%	4,001	$353K
KMG Fiduciary Partners, LLC	0.03%	Add +0.4%	3,995	$352K
Bernardo Wealth Planning LLC	0.09%	Reduce -5.3%	3,911	$351K
Spirepoint Private Client, LLC	0.05%	No change	3,975	$350K
Prairie Wealth Advisors, Inc.	0.17%	No change	3,960	$349K
Federation des caisses Desjardins du Quebec	0.00%	Reduce -1.8%	3,936	$347K
First National Advisers, LLC	0.05%	No change	3,900	$344K
Valley National Advisers Inc.	0.06%	No change	3,888	$342K
Unionview, LLC	0.26%	Add +0.4%	3,862	$340K
Waterfront Wealth Inc.	0.08%	Add +8.1%	3,824	$340K
American Financial & Tax Strategies Inc.	0.17%	Reduce -15.9%	3,853	$340K
AdvisorNet Financial, Inc	0.03%	Add +28.0%	3,832	$338K
Townsquare Capital LLC	0.00%	Add +27.7%	3,823	$337K
PACK Private Wealth, LLC	0.19%	No change	3,822	$337K
Financial Alternatives, Inc	0.24%	No change	3,814	$336K
McClarren Financial Advisors, Inc.	0.04%	Reduce -45.7%	88	$336K
CPA Asset Management Group, LLC	0.16%	Reduce -2.2%	3,812	$336K
V2 Financial group LLC	0.22%	No change	3,800	$335K
Evermay Wealth Management LLC	0.05%	No change	3,784	$334K
Headinvest, LLC	0.06%	New	3,749	$330K
Sax Wealth Advisors, LLC	0.03%	No change	3,749	$330K
Sage Private Wealth Group, LLC	0.26%	Reduce -14.4%	3,742	$330K
Mitchell McLeod Pugh & Williams Inc.	0.07%	Reduce -8.8%	3,722	$328K
IMS Capital Management	0.15%	No change	3,700	$326K
Trail Ridge Investment Advisors, LLC	0.15%	Add +3.1%	3,673	$325K
United Community Bank	0.13%	No change	3,681	$324K
Mission Creek Capital Partners, Inc.	0.08%	No change	3,680	$324K
Adirondack Trust Co.	0.12%	Add +2.5%	3,659	$323K
Landmark Wealth Management, LLC	0.14%	New	3,658	$322K
Detalus Advisors, LLC	0.11%	Reduce -0.8%	3,633	$320K
LBMC Investment Advisors, LLC	0.03%	Add +7.8%	3,608	$318K
Kavar Capital Partners Group, LLC	0.05%	Reduce -6.5%	3,600	$317K
Poehling Capital Management, INC.	0.08%	No change	3,588	$316K
Uptick Partners, LLC	0.13%	New	3,579	$315K
Fragasso Financial Advisors Inc	0.02%	Add +0.3%	3,573	$315K
PGIM Custom Harvest LLC	0.01%	Add +3.7%	3,564	$314K
D. Scott Neal, Inc.	0.17%	No change	3,560	$314K
Fairfield, Bush & Co.	0.19%	Add +23.2%	3,553	$313K
Madden Advisory Services, Inc.	0.14%	Add +29.1%	3,533	$311K
RFG Advisory, LLC	0.01%	Add +10.3%	3,526	$311K
Capital Analysts, LLC	0.01%	Add +0.1%	3,507	$309K
ARS Wealth Advisors Group, LLC	0.04%	Add +0.1%	3,496	$308K
Centaurus Financial, Inc.	0.02%	New	3,492	$308K
First Manhattan Co. Llc.	0.00%	Reduce -5.5%	3,485	$307K
Tobias Financial Advisors, Inc.	0.06%	New	3,464	$305K
Bruce G. Allen Investments, LLC	0.24%	Add +0.4%	3,463	$305K
Boston Common Asset Management, LLC	0.01%	No change	3,444	$304K
Von Berge Wealth Management Group, LLC	0.19%	Add +0.1%	3,312	$303K
Associated Banc-Corp	0.01%	Add +3.8%	3,427	$302K
Acima Private Wealth, LLC	0.10%	No change	3,404	$300K
First Personal Financial Services	0.06%	No change	3,394	$299K
WealthCollab, LLC	0.20%	No change	3,366	$297K
Tennessee Valley Asset Management Partners	0.05%	Add +3.3%	3,361	$296K
Relyea Zuckerberg Hanson LLC	0.04%	Reduce -12.5%	3,357	$296K
Kure Advisory, LLC	0.26%	No change	3,335	$294K
Union Savings Bank	0.14%	No change	3,329	$293K
New Covenant Trust Company, N.A.	0.28%	No change	3,330	$293K
Roble, Belko & Company, Inc	0.05%	Reduce -20.3%	3,319	$293K
Aaron Wealth Advisors LLC	0.03%	No change	3,310	$292K
Guyasuta Investment Advisors Inc.	0.02%	No change	3,300	$291K
O'ROURKE & COMPANY, Inc	0.15%	No change	3,299	$291K
Everhart Financial Group, Inc.	0.06%	No change	3,289	$290K
Meridian Investment Counsel Inc.	0.09%	No change	3,275	$289K
Arkadios Wealth Advisors	0.02%	Reduce -7.3%	3,263	$288K
Romano Brothers and Company	0.04%	Add +2.8%	3,259	$287K
Mutual Advisors, LLC	0.01%	Reduce -58.2%	3,239	$287K
Cordgrass Capital Advisors, LLC	0.08%	No change	3,250	$286K
LVZ, Inc.	0.04%	No change	3,249	$286K
Octavia Wealth Advisors, LLC	0.04%	No change	3,237	$285K
AlTi Global, Inc.	0.01%	No change	3,216	$283K
North Point Portfolio Managers Corp.	0.05%	New	3,212	$283K
Vaughan David Investments LLC	0.01%	No change	3,194	$282K
Fairman Group, LLC	0.25%	Reduce -17.4%	3,199	$282K
Enterprise Bank & Trust Co	0.09%	No change	3,190	$281K
Emerald Advisors, LLC	0.04%	No change	3,117	$281K
Riverview Trust Co	0.25%	Reduce -3.5%	3,180	$280K
Crewe Advisors LLC	0.03%	New	3,160	$279K
Formidable Asset Management, LLC	0.04%	No change	3,160	$279K
Townsend Asset Management Corp. /NC/	0.10%	No change	3,150	$278K
Clear Creek Financial Management, LLC	0.03%	Reduce -0.9%	3,146	$277K
Strategic Blueprint, LLC	0.02%	No change	3,143	$277K
Savvy Advisors, Inc.	0.06%	Add +0.2%	3,138	$277K
Armstrong Henry H Associates Inc.	0.03%	Reduce -2.3%	3,130	$276K
Objectivity Squared, LLC	0.19%	Add +0.5%	3,157	$276K
Marble Harbor Investment Counsel, LLC	0.03%	No change	3,095	$273K
Horizon Investment Services, LLC	0.12%	New	3,093	$273K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	0.04%	No change	3,084	$272K
Peak Asset Management, LLC	0.05%	No change	3,075	$271K
Ausdal Financial Partners, Inc.	0.03%	New	3,075	$271K
Main Line Retirement Advisors, LLC	0.19%	Add +0.4%	3,064	$270K
SignalPoint Asset Management, LLC	0.06%	No change	3,063	$270K
Kingswood Wealth Advisors, LLC	0.02%	Reduce -16.2%	3,045	$268K
Great Oak Capital Partners, LLC	0.09%	No change	3,049	$268K
Tritonpoint Wealth, LLC	0.02%	Reduce -2.3%	3,040	$268K
Ulland Investment Advisors, LLC	0.20%	No change	3,025	$267K
1834 Investment Advisors Co.	0.03%	No change	3,028	$267K
K.J. Harrison & Partners Inc	0.04%	New	2,988	$267K
Weaver Consulting Group	0.08%	No change	3,024	$267K
TPG Advisors LLC	0.21%	No change	3,020	$266K
DHJJ Financial Advisors, Ltd.	0.10%	No change	3,000	$264K
Eclectic Associates Inc.	0.10%	No change	3,000	$264K
Scotia Capital Inc.	0.00%	Add +8.6%	3,000	$264K
Arete Wealth Advisors, LLC	0.02%	Reduce -0.0%	3,006	$264K
Grey Ledge Advisors, LLC	0.07%	No change	2,975	$262K
Flaharty Asset Management, LLC	0.04%	No change	2,975	$262K
CWA Asset Management Group, LLC	0.01%	—	2,974	$262K
Galvin, Gaustad & Stein, LLC	0.02%	No change	2,964	$261K
GHP Investment Advisors, Inc.	0.01%	Reduce -40.7%	2,963	$261K
Fairhaven Wealth Management, LLC	0.08%	No change	2,958	$261K
Marino, Stram & Associates LLC	0.06%	Reduce -1.0%	2,953	$260K
TFG Advisers LLC	0.09%	Reduce -2.1%	2,952	$260K
Royal Harbor Partners, LLC	0.10%	No change	2,948	$260K
First Bank & Trust	0.05%	No change	2,943	$259K
Apexium Financial, LP	0.02%	Add +0.3%	2,939	$259K
Fernwood Investment Management, LLC	0.08%	No change	2,920	$257K
Parkside Financial Bank & Trust	0.04%	Reduce -0.2%	2,920	$257K
TAGStone Capital, Inc.	0.13%	No change	2,915	$257K
Abundance Wealth Counselors	0.05%	New	2,913	$257K
TruWealth Advisors, LLC	0.02%	No change	2,905	$256K
Fidelity D & D Bancorp Inc.	0.17%	No change	2,889	$255K
FF Advisors,LLC	0.17%	No change	2,839	$254K
Stephenson & Company, Inc.	0.17%	Add +0.6%	2,850	$251K
Davis Investment Partners, LLC	0.11%	No change	2,868	$251K
Enclave Advisors LLC	0.04%	—	2,846	$251K
Park Place Capital Corp	0.07%	No change	2,840	$250K
Enzi Wealth	0.10%	No change	2,795	$250K
PCA Investment Advisory Services Inc.	0.12%	Add +0.9%	2,826	$249K
American Money Management, LLC	0.05%	No change	2,800	$247K
TCTC Holdings, LLC	0.01%	No change	2,795	$246K
GW&K Investment Management, LLC	0.00%	No change	2,786	$246K
DGS Capital Management, LLC	0.07%	Add +2.7%	2,785	$245K
First Bancorp, Inc	0.17%	New	2,773	$244K
Olistico Wealth, LLC	0.15%	Reduce -3.4%	2,767	$244K
Facet Wealth, Inc.	0.01%	Add +11.4%	2,770	$243K
Wealth Group Ltd	0.07%	No change	2,753	$243K
Archford Capital Strategies, LLC	0.04%	New	2,700	$242K
HighMark Wealth Management LLC	0.13%	No change	2,722	$240K
Perkins Coie Trust Co	0.05%	Reduce -2.2%	2,720	$240K
Horizons Wealth Management	0.18%	Reduce -3.1%	2,707	$239K
Alaethes Wealth, LLC	0.09%	New	2,703	$238K
Aspen Investment Management Inc	0.11%	No change	2,700	$238K
Tortoise Investment Management, LLC	0.02%	Reduce -7.4%	2,700	$238K
Mason Investment Advisory Services, Inc.	0.01%	Add +0.0%	2,694	$237K
jvl associates llc	0.09%	No change	2,676	$236K
Grandfield & Dodd, LLC	0.01%	New	2,675	$236K
ProVise Management Group, LLC	0.02%	Reduce -6.6%	2,666	$235K
Convergence Financial, LLC	0.05%	New	2,666	$235K
MainStreet Investment Advisors LLC	0.03%	No change	2,660	$234K
Burney Co./	0.01%	Add +1.9%	2,650	$234K
Silverleafe Capital Partners, LLC	0.08%	No change	2,640	$233K
Thrive Wealth Management, LLC	0.04%	Add +0.1%	2,635	$232K
Pure Portfolios Holdings LLC	0.09%	—	2,624	$231K
Vickerman Investment Advisors, Inc.	0.07%	Reduce -2.1%	2,599	$229K
Alpha Omega Wealth Management LLC	0.04%	Reduce -13.3%	2,598	$229K
ICONIQ Capital, LLC	0.00%	No change	2,595	$229K
Pacific Sun Financial Corp	0.13%	Reduce -14.2%	2,590	$228K
MRP Capital Investments, LLC	0.22%	New	2,571	$227K
FSM Wealth Advisors, LLC	0.06%	No change	2,570	$227K
Annapolis Financial Services, LLC	0.07%	No change	2,545	$224K
Cibc World Market Inc.	0.00%	Reduce -0.7%	2,545	$224K
Texas Yale Capital Corp.	0.01%	New	2,530	$223K
Essential Planning, LLC.	0.09%	No change	2,500	$220K
ARS Investment Partners, LLC	0.02%	No change	2,500	$220K
Vawter Financial, Ltd.	0.13%	No change	2,492	$220K
Gradient Investments LLC	0.00%	Reduce -79.9%	2,491	$220K
IFP Advisors, Inc	0.01%	Add +63.6%	2,487	$219K
EverSource Wealth Advisors, LLC	0.01%	Add +0.0%	2,486	$219K
Front Row Advisors LLC	0.08%	Reduce -17.5%	2,484	$219K
Institute for Wealth Management, LLC.	0.03%	No change	2,484	$219K
Hillman Capital Management, Inc.	0.07%	Add +0.1%	2,482	$219K
Hilltop Partners LLC	0.07%	Reduce -1.7%	2,474	$218K
Monterey Private Wealth, Inc.	0.07%	New	2,461	$217K
First Trust Direct Indexing L.P.	0.01%	New	2,461	$217K
Keystone Wealth Services, LLC	0.06%	New	2,448	$216K
Silver Oak Securities, Incorporated	0.02%	Add +4.0%	2,442	$215K
Vantage Financial Partners, LLC	0.05%	Reduce -11.5%	2,437	$215K
Willis Johnson & Associates, Inc.	0.02%	New	2,422	$214K
Vident Advisory, LLC	0.01%	New	2,420	$213K
Frisch Financial Group, Inc.	0.06%	New	2,412	$213K
Ignite Planners, LLC	0.05%	Reduce -23.4%	2,410	$212K
Abner Herrman & Brock LLC	0.03%	New	2,409	$212K
Vestia Personal Wealth Advisors	0.20%	New	2,385	$210K
McAdam, LLC	0.01%	New	2,385	$210K
Trust Co. of Vermont	0.01%	Reduce -40.3%	2,372	$209K
Hancock Whitney Corp.	0.01%	Reduce -46.5%	2,371	$209K
Creative Capital Management Investments LLC	0.09%	Add +97.3%	2,368	$209K
Advus Financial Partners, LLC	0.06%	New	2,366	$209K
Compass Ion Advisors, LLC	0.03%	New	2,355	$208K
Athena Investment Management	0.12%	New	2,355	$208K
Courage Miller Partners, LLC	0.07%	New	2,354	$207K
SK Wealth Management, LLC	0.11%	—	2,318	$207K
Summit X, LLC	0.05%	No change	2,548	$207K
Bollard Group LLC	0.01%	Add +0.3%	2,343	$206K
Firestone Capital Management	0.05%	New	2,336	$206K
Aveo Capital Partners, LLC	0.02%	Reduce -95.0%	2,331	$205K
Fairview Capital Investment Management, LLC	0.01%	New	2,328	$205K
Tyler-Stone Wealth Management	0.04%	Add +100.2%	2,328	$205K
DiNuzzo Private Wealth, Inc.	0.03%	No change	2,325	$205K
Dunhill Financial, LLC	0.11%	Add +117.9%	2,323	$205K
Cassady Schiller Wealth Management, LLC	0.07%	Reduce -3.4%	2,319	$204K
Global Strategic Investment Solutions, LLC	0.02%	New	2,310	$204K
Asio Capital, LLC	0.04%	New	2,300	$203K
SeaCrest Wealth Management, LLC	0.02%	Reduce -23.3%	2,296	$202K
Madison Asset Management, LLC	0.00%	New	2,286	$201K
Heritage Financial Services, LLC	0.03%	New	2,285	$201K
17 Capital Partners, LLC	0.13%	New	2,277	$201K
Amplius Wealth Advisors, LLC	0.02%	New	2,273	$200K
Hazlett, Burt & Watson, Inc.	0.09%	Add +0.0%	2,247	$198K
Ballast Advisors LLC	0.06%	Add +2.0%	2,160	$190K
Covenant Partners, LLC	0.05%	Reduce -13.3%	2,140	$189K
Carolinas Wealth Consulting LLC	0.03%	Add +0.4%	2,137	$188K
Signaturefd, LLC	0.00%	Reduce -30.8%	2,087	$184K
Teachers Insurance & Annuity Association of America	0.28%	—	2,062	$182K
Rothschild Investment LLC	0.01%	No change	2,022	$178K
Laurel Wealth Advisors LLC	0.03%	No change	2,016	$178K
Blue Chip Partners, LLC	0.02%	Add +0.4%	2,016	$178K
Avalon Trust Co	0.01%	No change	2,000	$176K
Capital Advisors, Ltd. LLC	0.02%	Reduce -0.3%	1,952	$172K
Westwind Capital	0.04%	Reduce -78.5%	1,943	$171K
Assetmark, Inc.	0.00%	Reduce -99.6%	1,924	$170K
Private Capital Management LLC	0.03%	Add +14.1%	1,856	$164K
FWL Investment Management, LLC	0.06%	Add +2.2%	1,809	$159K
Balefire, LLC	0.05%	No change	1,770	$156K
Beacon Capital Management, LLC	0.02%	Add +171.4%	1,753	$155K
LGT Financial Advisors LLC	0.38%	Add +0.4%	1,750	$154K
FSA Wealth Management LLC	0.06%	—	1,711	$151K
Bogart Wealth, LLC	0.01%	Add +12.1%	1,681	$148K
Hamilton Point Investment Advisors, LLC	0.03%	No change	1,672	$147K
Hobbs Group Advisors, LLC	0.05%	No change	1,585	$140K
BOK Financial Private Wealth, Inc.	0.01%	Reduce -7.1%	1,563	$138K
Allspring Global Investments Holdings, LLC	0.00%	Reduce -94.6%	1,556	$137K
National Bank of Canada	0.00%	No change	1,548	$136K
CVA Family Office, LLC	0.02%	No change	1,539	$136K
Financial Freedom, LLC	0.07%	Add +0.2%	1,527	$135K
Edmond DE Rothschild Holding S.A.	0.00%	No change	1,523	$134K
LRI Investments, LLC	0.01%	No change	1,460	$134K
Concourse Financial Group Securities, Inc.	0.01%	No change	1,515	$134K
Bellevue Asset Management, LLC	0.07%	Add +6.2%	1,505	$133K
Mechanics Financial Corp	0.06%	Reduce -4.2%	1,431	$126K
CNB Bank	0.06%	No change	1,425	$126K
Elevation Wealth Partners, LLC	0.05%	No change	1,404	$124K
Voisard Asset Management Group, Inc.	0.05%	No change	1,374	$121K
Morris Financial Concepts, Inc.	0.05%	No change	1,364	$120K
Vermillion & White Wealth Management Group, LLC	0.09%	No change	1,326	$117K
Motco	0.01%	No change	1,308	$115K
Glen Eagle Advisors, LLC	0.02%	No change	1,292	$114K
Provenance Wealth Advisors, LLC	0.01%	Reduce -22.7%	1,275	$112K
Darwin Wealth Management, LLC	0.03%	New	1,260	$111K
Gilliland Jeter Wealth Management LLC	0.04%	No change	1,253	$110K
Arcadia Investment Advisors LLC	0.06%	No change	1,240	$109K
Wintrust Investments LLC	0.08%	Reduce -89.1%	1,238	$109K
Truvestments Capital LLC	0.03%	New	1,227	$108K
Hemington Wealth Management	0.03%	New	1,239	$108K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.00%	No change	1,209	$107K
Anchor Investment Management, LLC	0.01%	Add +20.4%	1,168	$103K
Capital Investment Counsel, Inc	0.01%	No change	1,114	$98K
Farther Finance Advisors, LLC	0.00%	Reduce -23.0%	1,095	$97K
Financial Perspectives, Inc	0.03%	No change	1,085	$96K
Key Financial Inc	0.02%	No change	1,060	$93K
Koesten, Hirschmann & Crabtree, INC.	0.05%	No change	1,050	$93K
Capital Investment Advisory Services, LLC	0.01%	No change	1,044	$92K
West Financial Advisors, LLC	0.02%	No change	1,040	$92K
Ridgewood Investments LLC	0.04%	No change	928	$82K
Northwest Investment Counselors, LLC	0.02%	New	885	$78K
Morse Asset Management, Inc	0.02%	New	874	$77K
Asset Dedication, LLC	0.01%	No change	839	$74K
SIMA Wealth Partners, LLC	0.06%	Reduce -14.0%	819	$72K
Robinson Capital Management, LLC	0.02%	No change	800	$70K
Washington Trust Advisors, Inc.	0.01%	Reduce -36.4%	775	$68K
Pittenger & Anderson Inc.	0.00%	No change	766	$68K
Cetera Trust Company, N.A	0.04%	No change	750	$66K
Barrett & Company, Inc.	0.03%	No change	749	$66K
Headlands Technologies LLC	0.01%	New	720	$63K
Trifecta Capital Advisors, LLC	0.01%	New	715	$63K
Ransom Advisory, Ltd	0.03%	No change	706	$62K
Naples Money Management LLC	0.05%	No change	700	$62K
Transamerica Financial Advisors, LLC	0.01%	Reduce -73.0%	691	$61K
American Capital Advisory, LLC	0.03%	Add +219.9%	675	$59K
ORG Partners LLC	0.01%	New	655	$58K
Coppell Advisory Solutions LLC	0.01%	Reduce -94.9%	641	$56K
GPS Wealth Strategies Group, LLC	0.01%	Add +3.7%	639	$56K
Colony Family Offices, LLC	0.02%	New	638	$56K
First Command Advisory Services, Inc.	0.00%	No change	619	$55K
Wolff Wiese Magana LLC	0.04%	Add +55.0%	614	$54K
Morling Financial Advisors, LLC	0.02%	No change	612	$54K
Oarsman Capital, Inc.	0.01%	New	611	$54K
Lowe Wealth Advisors, LLC	0.02%	No change	600	$53K
Robinswood Financial LLC	0.02%	Add +22.9%	595	$53K
Archer Investment Corp	0.01%	Reduce -20.4%	571	$50K
Moisand Fitzgerald Tamayo, LLC	0.01%	Add +113.7%	560	$49K
Realta Investment Advisors	0.02%	Reduce -23.9%	519	$46K
Transcendent Capital Group LLC	0.02%	Add +150.2%	523	$46K
Private Wealth Management Group, LLC	0.02%	Reduce -35.0%	518	$46K
New Millennium Group LLC	0.03%	No change	512	$45K
Cedar Mountain Advisors, LLC	0.01%	No change	509	$45K
Bank of New Hampshire	0.01%	No change	500	$44K
Coston, McIsaac & Partners	0.01%	No change	500	$44K
AllSquare Wealth Management LLC	0.02%	No change	480	$42K
Windsor Advisory Group, LLC	0.05%	New	472	$42K
Oliver Lagore Vanvalin Investment Group	0.01%	No change	468	$41K
Rise Advisors, LLC	0.02%	Add +0.4%	466	$41K
Highline Wealth Partners LLC	0.01%	Reduce -41.0%	466	$41K
Pacific Center for Financial Services	0.01%	No change	448	$39K
Clear Point Advisors Inc.	0.03%	No change	432	$38K
Householder Group Estate & Retirement Specialist, LLC	0.01%	No change	426	$37K
Raleigh Capital Management Inc.	0.01%	No change	417	$37K
Mascoma Wealth Management LLC	0.01%	No change	406	$36K
Sage Mountain Advisors LLC	0.00%	No change	403	$36K
Breakwater Investment Management	0.01%	No change	388	$34K
Criterion Capital Advisors, LLC	0.02%	No change	416	$34K
Cardiff Park Advisors, LLC	0.00%	No change	380	$33K
Future Financial Wealth Managment LLC	0.02%	New	343	$30K
Tradewinds Capital Management, LLC	0.01%	New	339	$30K
Paladin Advisory Group, LLC	0.02%	No change	337	$30K
Financial Gravity Companies, Inc.	0.01%	—	332	$29K
Northwest Bank & Trust Co	0.02%	No change	320	$28K
Peoples Financial Services Corp.	0.01%	No change	300	$26K
Godsey & Gibb, Inc.	0.00%	No change	300	$26K
Legacy Investment Solutions, LLC	0.02%	—	284	$26K
Legacy Wealth Managment, LLC	0.02%	—	284	$26K
SJS Investment Consulting Inc.	0.00%	Reduce -9.2%	295	$26K
Running Point Capital Advisors, LLC	0.01%	No change	268	$24K
Christopher J. Hasenberg, Inc	0.01%	New	241	$21K
Pin Oak Investment Advisors Inc.	0.02%	No change	247	$21K
Glass Jacobson Investment Advisors llc	0.01%	Reduce -44.5%	236	$21K
Claris Advisors, LLC / Mo /	0.01%	New	229	$20K
Global Trust Asset Management, LLC	0.01%	No change	225	$20K
Main Management LLC	0.00%	No change	200	$18K
Clearstead Trust, LLC	0.00%	No change	200	$18K
M&R Capital Management Inc.	0.00%	No change	200	$18K
Westside Investment Management, Inc.	0.00%	Reduce -12.3%	200	$18K
Aspire Wealth Management Corp	0.01%	Add +0.5%	199	$18K
Gables Capital Management Inc.	0.01%	No change	190	$17K
Core Alternative Capital	0.00%	New	190	$17K
Atticus Wealth Management, LLC	0.01%	Add +8.9%	184	$16K
McIlrath & Eck, LLC	0.00%	No change	182	$16K
Arax Advisory Partners	0.00%	No change	180	$16K
Eukles Asset Management	0.01%	No change	166	$15K
West Branch Capital LLC	0.00%	No change	160	$14K
Armstrong Advisory Group, Inc.	0.00%	No change	159	$14K
Tucker Asset Management LLC	0.00%	Reduce -19.9%	153	$13K
FinTrust Capital Advisors, LLC	0.00%	No change	151	$13K
Spectrum Wealth Counsel, LLC	0.00%	No change	145	$13K
SRH Advisors, LLC	0.00%	No change	144	$13K
Cornerstone National Bank & Trust Co	0.01%	New	141	$12K
NWK Group, Inc.	0.00%	No change	128	$11K
Smartleaf Asset Management LLC	0.00%	No change	103	$9K
Mendota Financial Group, LLC	0.00%	New	101	$9K
New Potomac Partners, LLC	0.00%	New	100	$9K
Chilton Capital Management LLC	0.00%	New	88	$8K
Hilltop National Bank	0.00%	No change	87	$8K
Annis Gardner Whiting Capital Advisors, LLC	0.00%	No change	82	$7K
Jackson, Grant Investment Advisers, Inc.	0.00%	New	78	$7K
Peterson Financial Group, Inc.	0.03%	New	76	$7K
WR Wealth Planners, LLC	0.00%	Reduce -22.7%	75	$7K
Peoples Bank	0.00%	No change	71	$6K
St Germain D J Co. Inc.	0.00%	New	70	$6K
Sound Income Strategies, LLC	0.00%	Reduce -28.4%	48	$4K
Uncommon Cents Investing LLC	0.00%	New	43	$4K
BBJS Financial Advisors, LLC	0.00%	No change	40	$4K
Abound Wealth Management	0.00%	No change	39	$3K
Northwest Capital Management Inc	0.00%	No change	34	$3K
Rosenberg Matthew Hamilton	0.00%	New	26	$2K
Caitlin John, LLC	0.00%	Reduce -64.3%	20	$2K
Eagle Bay Advisors LLC	0.00%	Reduce -36.4%	14	$1K
Winch Advisory Services, LLC	0.00%	New	13	$1K
Avion Wealth	0.00%	New	22	$1K
EnRich Financial Partners LLC	0.00%	No change	10	$881
Creekmur Asset Management LLC	0.00%	No change	9	$793
SYM FINANCIAL Corp	0.00%	No change	5	$453
GeoWealth Management, LLC	0.00%	New	3	$264
Performa Ltd (US), LLC	0.00%	No change	1	$88

"% of holder's portfolio" is IWR's weight in each manager's 13F, not the share of iShares Russell Mid-Cap ETF the manager owns.