iShares Russell Mid-Cap ETFIWRETF

13F holders, Q4 2024 (December 31)

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

1,415holders +118

97new positions

54sold out

5famous investors

$88.41avg. 13F price*

At the end of Q4 2024, 1,415 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, up 118 from Q3 2024. 97 opened new positions and 54 sold out. The largest holders were Jones Financial Companies LLLP ($5.5B), Bank of America Corp. ($5.4B) and Wells Fargo & Company ($3.0B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

	Institutions	Total Value
New Positions	97	$68.0M
Exits	54	$88.0M

All 13F filers, Q3 2024 → Q4 2024: 29,049,956 shares bought and 7,281,625 shares sold, net +21,768,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,415 holders


Jones Financial Companies LLLP	5.23%	Add +44.7%	62,207,278	$5.5B
Bank of America Corp.	0.50%	Add +4.0%	61,629,917	$5.4B
Wells Fargo & Company	0.73%	Add +2.7%	34,162,440	$3.0B
US Bancorp \de	2.19%	Reduce -10.4%	18,906,960	$1.7B
PNC Financial Services Group, Inc.	0.79%	Reduce -0.5%	13,436,472	$1.2B
Northern Trust Corp.	0.12%	Add +1.1%	9,295,433	$821.7M
Baird Financial Group, Inc.	1.37%	Add +0.8%	8,076,087	$713.9M
Morgan Stanley	0.05%	Add +6.7%	7,975,571	$705.0M
Bank of New York Mellon Corp	0.12%	Reduce -1.5%	7,177,499	$634.5M
JPMorgan Chase & Co.	0.05%	Reduce -2.5%	6,882,774	$608.4M
UBS Group AG	0.11%	Reduce -12.3%	5,376,169	$475.3M
Tiaa Trust, National Association	1.13%	Reduce -3.4%	4,217,270	$372.8M
Envestnet Asset Management Inc.	0.12%	Reduce -1.2%	4,192,442	$370.6M
Ameriprise Financial Inc.	0.09%	Add +4.7%	4,152,355	$366.3M
Envestnet Portfolio Solutions, Inc.	1.18%	Add +1.0%	4,071,476	$359.9M
AMG National Trust Bank	9.27%	Reduce -0.2%	3,798,305	$335.9M
Truist Financial Corp.	0.51%	Add +1.7%	3,674,764	$324.8M
FMR LLC	0.02%	Add +2.4%	2,940,943	$260.0M
Raymond James Financial Inc.	0.09%	—	2,689,606	$237.8M
LPL Financial LLC	0.10%	Add +1.1%	2,641,941	$233.5M
Johnson Investment Counsel Inc.	2.17%	Add +3.5%	2,518,732	$222.7M
Goldman Sachs Group Inc.	0.04%	Reduce -3.5%	2,432,651	$215.0M
CIBC Private Wealth Group LLC	0.38%	Add +3.5%	2,351,713	$209.2M
Royal Bank of Canada	0.04%	Add +10.6%	2,287,454	$202.2M
Fifth Third Bancorp	0.69%	Reduce -2.3%	2,152,033	$190.2M
Pathstone Holdings, LLC	0.78%	Reduce -0.2%	1,992,444	$176.1M
Keybank National Association	0.58%	Reduce -0.8%	1,716,663	$151.8M
Mariner, LLC	0.24%	Add +1.9%	1,639,655	$144.9M
Commerce Bank	0.84%	Reduce -1.4%	1,544,150	$136.5M
Bank of Montreal	0.06%	Add +33.0%	1,242,730	$109.9M
Glenview Trust Co	2.02%	Add +2.4%	1,221,306	$108.0M
Oakworth Capital, Inc.	6.77%	Add +1.9%	1,113,122	$98.4M
First Western Trust Bank	4.49%	Reduce -4.0%	1,100,618	$97.3M
Cetera Investment Advisers	0.19%	Reduce -11.9%	1,052,246	$93.0M
Synovus Financial Corp.	1.17%	Reduce -0.4%	1,037,300	$91.7M
Northwestern Mutual Wealth Management Co.	0.08%	Add +0.9%	1,017,252	$89.9M
Avantax Advisory Services, Inc.	0.56%	Add +1.7%	1,013,433	$89.6M
Commonwealth Equity Services, LLC	0.13%	Add +2.9%	999,043	$88.3M
Factory Mutual Insurance Co.	0.94%	No change	978,700	$86.5M
WASHINGTON TRUST Co	3.07%	Reduce -1.7%	967,491	$85.5M
Composition Wealth, LLC	1.67%	Reduce -3.8%	931,823	$82.4M
German American Bancorp, Inc.	8.61%	Add +1.4%	929,870	$82.2M
Janney Montgomery Scott LLC	0.23%	Add +0.1%	923,463	$81.6M
Lido Advisors, LLC	0.51%	Add +561.9%	906,836	$80.2M
JMG Financial Group, Ltd.	2.73%	Reduce -2.6%	906,460	$80.1M
Albion Financial Group	5.30%	Reduce -3.3%	876,233	$77.5M
Natixis Advisors, LLC	0.14%	Reduce -10.6%	843,837	$74.6M
Wealth Enhancement Advisory Services, LLC	0.14%	Reduce -0.4%	822,824	$72.7M
Clearstead Advisors, LLC	1.06%	Add +0.5%	785,146	$69.4M
Atlantic Union Bankshares Corp	3.91%	Add +2.4%	759,391	$67.1M
Cerity Partners LLC	0.14%	Add +6.5%	736,150	$65.1M
Rockefeller Capital Management L.P.	0.17%	Add +33.2%	735,272	$65.0M
Millburn Ridgefield LLC	1.60%	Add +0.8%	725,573	$64.1M
Catalyst Capital Advisors LLC	1.37%	Add +0.8%	725,573	$64.1M
UMB Bank, n.a.	0.98%	Add +6.7%	703,010	$62.1M
International City Management Association Retirement Corp	38.17%	No change	702,067	$62.1M
Franklin Resources Inc.	0.02%	Reduce -0.9%	695,927	$61.5M
Badgley Phelps Wealth Managers, LLC	1.28%	Add +0.8%	620,112	$54.8M
Creative Planning	0.05%	Add +4.4%	607,125	$53.7M
Country Trust Bank	1.26%	Reduce -2.7%	571,018	$50.5M
Mesirow Financial Investment Management, Inc.	0.97%	Add +0.9%	549,734	$48.6M
Citizens Business Bank	11.10%	Reduce -16.8%	526,958	$46.6M
HighTower Advisors, LLC	0.06%	Add +4.7%	525,993	$46.5M
Comerica Bank	0.19%	Reduce -1.3%	523,747	$46.3M
M&T Bank Corp	0.15%	Reduce -0.6%	506,678	$44.8M
First Foundation Advisors	1.66%	Add +6.1%	497,899	$44.0M
Stock Yards Bank & Trust Co.	1.45%	Add +1.4%	478,331	$42.3M
Cambridge Investment Research Advisors, Inc.	0.14%	Add +2.2%	474,190	$41.9M
Dakota Wealth Management	0.95%	Add +3.1%	465,545	$41.2M
Osaic Holdings, Inc.	0.09%	Reduce -12.4%	461,996	$40.9M
Stephens Inc.	0.57%	Add +1.5%	460,989	$40.8M
Gilbert & Cook, Inc.	5.74%	Reduce -51.7%	460,925	$40.7M
Steward Partners Investment Advisory, LLC	0.36%	Add +1.6%	458,218	$40.5M
Focus Partners Wealth	0.11%	Add +12.1%	457,598	$40.5M
Corient Private Wealth LP	0.06%	Reduce -1.7%	435,961	$38.5M
Kayne Anderson Rudnick Investment Management LLC	0.09%	Add +164.2%	419,485	$37.1M
Alerus Financial NA	2.68%	Reduce -1.1%	395,500	$35.0M
Life Line Wealth Management LLC	12.47%	Add +0.5%	395,480	$35.0M
River Wealth Advisors LLC	4.49%	Add +5.1%	383,503	$33.9M
MAI Capital Management	0.25%	Add +5.2%	377,344	$33.4M
Texas Capital Bank Wealth Management Services Inc	3.21%	Reduce -8.2%	354,809	$31.4M
Captrust Financial Advisors	0.09%	Reduce -0.5%	351,295	$31.1M
Consolidated Investment Group LLC	4.25%	Add +19.4%	342,860	$30.3M
Coastline Trust Co	3.46%	Add +6.4%	334,060	$29.5M
MML Investors Services, LLC	0.10%	Add +5.6%	325,882	$28.8M
Stegner Investment Associates Inc.	18.78%	Reduce -4.3%	320,946	$28.4M
Security National Bank	4.02%	Reduce -7.1%	318,716	$28.2M
Brown Advisory Inc.	0.04%	Add +3.9%	317,993	$28.1M
D.A. Davidson & Co.	0.22%	Add +1.0%	305,876	$27.0M
Coldstream Capital Management Inc.	0.58%	Reduce -1.2%	305,824	$27.0M
Thrivent Financial for Lutherans	0.05%	Add +4.5%	284,604	$26.3M
BlackRock, Inc.	0.00%	Add +8.0%	296,151	$26.2M
Wilmington Savings Fund Society, FSB	0.46%	Add +13.6%	288,273	$25.5M
Atlas Legacy Advisors, LLC	5.96%	—	278,256	$24.6M
XML Financial, LLC	2.22%	Reduce -1.9%	273,912	$24.2M
Amarillo National Bank	4.37%	Reduce -0.2%	269,221	$23.8M
Sigma Investment Counselors Inc.	1.38%	Reduce -0.7%	264,962	$23.4M
Hantz Financial Services, Inc.	0.41%	Add +3.0%	263,216	$23.3M
Stifel Financial Corp.	0.02%	Add +11.3%	262,785	$23.2M
Focus Financial Network, Inc.	0.87%	Add +1.3%	246,668	$21.8M
Regions Financial Corp.	0.16%	Add +1.0%	244,092	$21.6M
Stratos Wealth Partners, LTD.	0.31%	Add +0.9%	242,046	$21.4M
Sanctuary Advisors, LLC	0.13%	Reduce -1.7%	219,460	$20.4M
Miller Investment Management, LP	2.23%	Reduce -0.6%	230,405	$20.4M
Legacy Advisors, LLC	1.96%	Reduce -1.0%	228,528	$20.2M
BNP Paribas Financial Markets	0.02%	Add +15.9%	228,038	$20.2M
Beacon Pointe Advisors, LLC	0.22%	Reduce -9.3%	221,322	$19.6M
Whittier Trust Co. of Nevada Inc.	0.48%	Reduce -0.6%	220,946	$19.5M
Members Advisory Group LLC	7.51%	Add +761.5%	207,122	$18.3M
Mercer Global Advisors Inc.	0.04%	Add +4.5%	198,410	$17.5M
Bartlett & Co. Wealth Management LLC	0.25%	Add +2.1%	197,806	$17.5M
Koss-Olinger Consulting, LLC	1.52%	Reduce -0.5%	195,962	$17.3M
Kestra Advisory Services, LLC	0.09%	Add +23.5%	193,240	$17.1M
PFW Advisors LLC	5.25%	—	192,999	$17.1M
AE Wealth Management LLC	0.14%	Add +3.6%	190,538	$16.8M
Bokf, NA	0.28%	Add +9.4%	191,209	$16.8M
Voya Investment Management LLC	0.02%	Add +56.6%	189,509	$16.8M
Whittier Trust Co.	0.22%	Add +1.6%	188,444	$16.7M
Sonata Capital Group Inc.	6.87%	Add +0.2%	187,831	$16.6M
Fifth Third Wealth Advisors LLC	0.89%	Add +16.4%	185,848	$16.4M
Wealthspire Advisors, LLC	0.16%	Add +4.6%	182,535	$16.1M
Independent Advisor Alliance	0.21%	New	178,791	$15.8M
Bristlecone Advisors, LLC	1.23%	Add +0.2%	178,180	$15.8M
Private Advisor Group, LLC	0.09%	Add +1.1%	177,876	$15.7M
Avidian Wealth Enterprises, LLC	0.70%	Add +0.5%	177,423	$15.7M
NewEdge Advisors, LLC	0.09%	Reduce -4.1%	176,227	$15.6M
Woodstock Corp.	1.47%	Reduce -0.3%	173,037	$15.3M
Culbertson A N & Co. Inc.	2.41%	Reduce -0.0%	171,706	$15.2M
Fidelis Capital Partners, LLC	1.48%	Add +8.5%	161,454	$14.8M
Bank of Nova Scotia	0.03%	Reduce -22.1%	165,405	$14.6M
Waverly Advisors, LLC	0.22%	Add +321.7%	164,341	$14.5M
&partners	0.17%	Add +125.1%	162,549	$14.5M
Patton Fund Management, Inc.	2.81%	Reduce -2.7%	162,119	$14.3M
Callan Family Office, LLC	0.91%	Reduce -0.6%	161,843	$14.3M
Cresset Asset Management, LLC	0.07%	Reduce -14.9%	160,500	$14.2M
New South Capital Management Inc.	0.59%	Add +189.2%	157,225	$13.9M
CCG Wealth Management, LLC	7.62%	Reduce -1.5%	154,892	$13.7M
First Citizens Bank & Trust Co.	0.25%	Add +1.0%	154,752	$13.7M
Fox Financial, Inc	12.29%	Add +13.8%	153,922	$13.6M
Bricktown Capital, LLC	2.83%	Add +989.8%	153,264	$13.5M
Bradley Foster & Sargent Inc.	0.23%	Reduce -1.2%	153,195	$13.5M
Bridges Investment Management Inc.	0.18%	Reduce -0.1%	149,179	$13.2M
LJI Wealth Management, LLC	2.57%	Reduce -4.4%	147,690	$13.1M
Prairieview Wealth Partners, LLC	13.92%	Reduce -1.1%	145,698	$12.9M
Washington Trust Bank	1.23%	Add +0.1%	145,439	$12.9M
Great Lakes Advisors, LLC	0.11%	Add +6.5%	144,238	$12.8M
Blair William & Co.	0.04%	Add +2.8%	143,847	$12.7M
Conning Inc.	0.46%	No change	143,035	$12.6M
Robertson Stephens Wealth Management, LLC	0.45%	Add +28.6%	142,329	$12.6M
Moody National Bank Trust Division	1.28%	Reduce -4.2%	138,724	$12.3M
Alliancebernstein L.P.	0.00%	Reduce -0.4%	138,545	$12.2M
Bailard, Inc.	0.31%	Reduce -1.3%	138,104	$12.2M
Steph & Co.	4.07%	Reduce -12.3%	136,508	$12.1M
Principal Financial Group Inc.	0.01%	Add +109.1%	134,009	$11.8M
Ashton Thomas Private Wealth, LLC	0.46%	Add +3.9%	133,785	$11.8M
Cwm, LLC	0.05%	Add +6.8%	133,614	$11.8M
First National Trust Co	0.43%	Add +11.5%	129,371	$11.4M
Strategic Financial Partners, Ltd.	5.71%	Reduce -23.0%	126,531	$11.2M
Three Bridge Wealth Advisors, LLC	3.88%	Add +14.9%	125,329	$11.1M
Unique Wealth, LLC	2.25%	Add +14.6%	122,145	$10.8M
Proffitt & Goodson Inc.	1.78%	Reduce -2.1%	121,158	$10.7M
Fund Evaluation Group, LLC	0.50%	Reduce -0.6%	120,677	$10.7M
First Horizon Advisors, Inc.	0.30%	Add +0.5%	120,185	$10.6M
Moneta Group Investment Advisors LLC	0.15%	Add +1.5%	119,254	$10.5M
Old National Bancorp	0.24%	Reduce -5.2%	116,526	$10.3M
Stonegate Investment Group, LLC	0.27%	Add +4.8%	113,435	$10.0M
Taylor & Morgan Wealth Management, LLC	6.96%	Add +0.6%	112,065	$9.9M
Equitable Holdings, Inc.	0.09%	Add +3.3%	107,320	$9.5M
Campion Asset Management	7.10%	Reduce -1.1%	106,436	$9.4M
Trust Point Inc.	0.65%	Add +6.5%	106,171	$9.4M
Brighton Jones LLC	0.27%	Add +4.2%	104,524	$9.2M
Folger Nolan Fleming Douglas Capital Management, Inc.	0.96%	Reduce -1.7%	103,614	$9.2M
Ullmann Wealth Partners Group, LLC	1.17%	Reduce -2.4%	102,534	$9.1M
West Bancorporation Inc.	5.86%	Reduce -4.0%	100,974	$8.9M
Haverford Trust Co	0.09%	No change	99,341	$8.8M
Prime Capital Investment Advisors, LLC	0.13%	Add +1.4%	98,765	$8.7M
Simon Quick Advisors, LLC	0.52%	Add +5.0%	98,522	$8.7M
Argent Trust Co	0.35%	Add +0.4%	98,314	$8.7M
Goldstone Financial Group, LLC	1.36%	Add +20.3%	98,096	$8.7M
Nwam LLC	0.53%	Reduce -3.9%	97,808	$8.6M
Perigon Wealth Management, LLC	0.21%	Add +171.6%	94,876	$8.6M
Sawgrass Asset Management LLC	0.92%	Add +4.0%	94,444	$8.3M
Waterloo Capital, L.P.	0.87%	Add +25.9%	93,108	$8.2M
Plan Group Financial, LLC	4.32%	Reduce -0.3%	92,583	$8.2M
Lodestar Private Asset Management LLC	1.02%	Reduce -0.0%	92,521	$8.2M
Glenmede Trust Co. NA	0.04%	Reduce -7.6%	92,515	$8.2M
Mullaney, Keating & Wright, Inc.	5.51%	Reduce -1.2%	92,358	$8.2M
Independence Bank of Kentucky	1.25%	Reduce -1.2%	92,174	$8.1M
Diversified Trust Co.	0.20%	Reduce -1.4%	91,162	$8.1M
Hoxton Planning & Management, LLC	3.07%	Reduce -5.1%	90,990	$8.0M
Moser Wealth Advisors, LLC	4.15%	Reduce -3.4%	90,138	$8.0M
Verdence Capital Advisors LLC	0.64%	Add +15.6%	89,979	$8.0M
Summit Wealth Partners, LLC	1.60%	Reduce -7.8%	88,365	$7.8M
FFT Wealth Management LLC	0.59%	No change	88,277	$7.8M
Evoke Wealth, LLC	0.22%	Add +0.1%	87,719	$7.8M
Texas Capital Bancshares Inc	3.11%	Reduce -1.6%	87,467	$7.7M
Baltimore-Washington Financial Advisors, Inc.	0.39%	Reduce -0.6%	84,652	$7.5M
Savant Capital, LLC	0.06%	Reduce -3.0%	84,633	$7.5M
Rwa Wealth Partners, LLC	0.09%	Reduce -0.2%	84,606	$7.5M
Tanglewood Legacy Advisors, LLC	3.17%	Add +1.5%	83,792	$7.4M
Rossmore Private Capital	0.92%	Reduce -0.3%	83,751	$7.4M
Full Sail Capital, LLC	0.47%	Reduce -5.8%	82,894	$7.3M
Fulton Bank, N.A.	0.28%	Reduce -4.1%	82,131	$7.3M
First Merchants Corp.	0.28%	Reduce -0.9%	81,418	$7.2M
Earnest Partners LLC	0.03%	Add +523.5%	81,227	$7.2M
StoneX Group Inc.	0.39%	Reduce -77.9%	80,983	$7.2M
DAVENPORT & Co LLC	0.04%	Add +237.4%	80,050	$7.1M
Cornerstone Wealth Group, LLC	0.57%	Add +2.8%	78,248	$6.9M
Atria Wealth Solutions, Inc.	0.08%	Add +20.9%	77,927	$6.9M
Bleakley Financial Group, LLC	0.21%	Reduce -3.2%	77,578	$6.9M
Salem Investment Counselors Inc.	0.22%	Reduce -0.0%	77,524	$6.9M
Choreo, LLC	0.10%	Add +20.9%	77,379	$6.8M
Fifth Third Securities, Inc.	0.58%	Reduce -5.0%	77,033	$6.8M
Ieq Capital, LLC	0.07%	Reduce -0.6%	76,617	$6.8M
NewEdge Wealth, LLC	0.12%	Reduce -1.5%	76,181	$6.7M
Kestra Private Wealth Services, LLC	0.11%	Add +2.1%	75,647	$6.7M
MV Capital Management, Inc.	0.71%	Add +27.9%	75,609	$6.7M
Schneider Downs Wealth Management Advisors, LP	1.25%	Reduce -1.3%	75,368	$6.7M
Greenleaf Trust	0.06%	Reduce -1.5%	75,016	$6.6M
Canopy Partners, LLC	2.53%	Reduce -3.8%	74,952	$6.6M
IFC Advisors LLC	1.44%	—	74,583	$6.6M
Tolleson Wealth Management, Inc.	1.33%	Reduce -0.4%	73,356	$6.5M
City Holding Co.	0.91%	Add +9.3%	72,905	$6.4M
Iridian Asset Management LLC	1.71%	New	72,500	$6.4M
Westshore Wealth, LLC	2.59%	Add +0.1%	72,009	$6.4M
Heck Capital Advisors, LLC	0.73%	Add +306.0%	71,561	$6.3M
Aptus Capital Advisors, LLC	0.07%	Reduce -1.1%	71,322	$6.3M
Forte Asset Management LLC	3.30%	Reduce -11.1%	70,325	$6.2M
Renaissance Technologies	0.01%	Add +635.8%	69,900	$6.2M
Carret Asset Management, LLC	0.67%	Add +0.7%	69,651	$6.2M
Chesapeake Wealth Management	2.11%	Reduce -0.5%	69,484	$6.1M
CFM Wealth Partners LLC	1.03%	Reduce -1.1%	68,801	$6.1M
Nadler Financial Group, Inc.	0.64%	Add +1.1%	68,618	$6.1M
Citigroup Inc.	0.01%	Add +10.3%	67,678	$6.0M
Shelton Wealth Management, LLC	3.25%	Reduce -7.5%	67,129	$5.9M
One Capital Management, LLC	0.19%	Add +3.2%	66,589	$5.9M
Modera Wealth Management, LLC	0.07%	Add +3.7%	65,309	$5.8M
Beam Wealth Advisors, Inc.	1.82%	Reduce -3.5%	64,942	$5.7M
Sincerus Advisory, LLC	6.15%	—	64,861	$5.7M
Paragon Private Wealth Management, LLC	2.64%	Add +10.2%	64,784	$5.7M
Knightsbridge Asset Management, LLC	1.34%	Add +3.3%	64,500	$5.7M
TCV Trust & Wealth Management, Inc.	0.52%	Reduce -0.4%	63,844	$5.6M
Essex Financial Services, Inc.	0.40%	Add +0.1%	63,751	$5.6M
Sound View Wealth Advisors Group, LLC	0.45%	Add +0.4%	63,499	$5.6M
Sunburst Financial Group, LLC	1.35%	Reduce -2.1%	61,946	$5.5M
Ames National Corp.	3.68%	—	61,758	$5.5M
Sachetta, LLC	2.15%	Add +0.0%	61,567	$5.4M
FineMark National Bank & Trust	0.19%	Reduce -1.3%	60,870	$5.4M
Acropolis Investment Management, LLC	0.32%	Add +0.1%	60,822	$5.4M
Bessemer Group Inc.	0.01%	Reduce -17.9%	60,817	$5.4M
Twin Focus Capital Partners, LLC	0.79%	Add +0.2%	60,528	$5.4M
Wesbanco Bank Inc.	0.18%	Add +0.1%	60,482	$5.3M
FDx Advisors, Inc.	1.55%	Reduce -5.7%	59,882	$5.3M
Cahaba Wealth Management, Inc.	0.43%	Reduce -0.8%	59,409	$5.3M
Triumph Capital Management	1.79%	Reduce -0.7%	59,120	$5.2M
United Capital Financial Advisors, LLC	0.04%	Add +1.7%	59,044	$5.2M
Capital Group Private Client Services, Inc.	0.05%	Reduce -0.2%	58,062	$5.1M
Level Four Advisory Services, LLC	0.21%	Add +3.7%	57,964	$5.1M
Turtle Creek Wealth Advisors, LLC	1.18%	Reduce -0.6%	57,682	$5.1M
Pinnacle Financial Partners Inc	0.10%	Add +4.2%	56,882	$5.0M
New England Private Wealth Advisors LLC	0.79%	Add +0.7%	56,676	$5.0M
NorthCoast Asset Management LLC	0.02%	Add +2.8%	56,567	$5.0M
Conservest Capital Advisors, Inc.	0.51%	Reduce -6.8%	56,333	$5.0M
Canandaigua National Bank & Trust Co.	0.49%	Reduce -0.5%	56,129	$5.0M
NTV Asset Management LLC	0.65%	Add +0.8%	55,898	$4.9M
Sabal Trust CO	0.28%	Add +1.3%	55,412	$4.9M
Vanguard Group Inc.	0.00%	Add +0.5%	55,005	$4.9M
Zacks Investment Management	0.04%	Add +342.4%	54,821	$4.8M
Silvercrest Asset Management Group LLC	0.03%	Add +0.0%	54,779	$4.8M
Baron Financial Group, LLC	3.00%	Add +0.3%	54,700	$4.8M
Matrix Asset Advisors Inc.	0.53%	Add +8.9%	54,406	$4.8M
Johnson Financial Group, Inc.	0.23%	Reduce -16.2%	52,152	$4.8M
Citizens Financial Group Inc.	0.09%	Add +46.0%	53,857	$4.8M
B. Riley Wealth Advisors, Inc.	0.16%	Reduce -15.8%	53,586	$4.7M
Curi Capital, LLC	0.11%	Reduce -0.6%	53,270	$4.7M
Ballentine Partners, LLC	0.08%	Reduce -6.8%	52,647	$4.7M
Dorsey & Whitney Trust CO LLC	0.26%	Add +200.2%	52,599	$4.6M
Trust Co. of Toledo NA	0.60%	No change	52,067	$4.6M
Country Club Bank	0.31%	Reduce -4.8%	51,690	$4.6M
St. Johns Investment Management Company, LLC	2.10%	Add +6.1%	50,965	$4.5M
Nvwm, LLC	1.10%	Add +17.5%	49,246	$4.4M
Smith Chas P & Associates Pa Cpas	0.25%	Reduce -0.2%	49,013	$4.3M
Greykasell Wealth Strategies, Inc.	2.40%	—	48,850	$4.3M
Cullen/Frost Bankers, Inc.	0.06%	Reduce -5.3%	48,807	$4.3M
Carl P. Sherr & Co., LLC	2.25%	Add +1.7%	48,399	$4.3M
Goodwin Investment Advisory	2.22%	Reduce -78.8%	49,356	$4.2M
Merit Financial Group, LLC	0.07%	Add +49.6%	45,947	$4.1M
Mycio Wealth Partners, LLC	0.97%	Add +0.2%	45,661	$4.0M
Whitegate Investment Counselors, Inc.	1.38%	Reduce -1.8%	45,599	$4.0M
BG Investment Services, LLC	4.04%	—	45,423	$4.0M
BTC Capital Management, Inc.	0.37%	Reduce -12.8%	45,379	$4.0M
Financial Engines Advisors L.L.C.	0.01%	Reduce -12.5%	45,087	$4.0M
Fiera Capital Corp	0.01%	Reduce -0.8%	44,893	$4.0M
Burke & Herbert Bank & Trust Co.	0.94%	Add +3.1%	44,719	$4.0M
Farmers & Merchants Investments Inc.	0.12%	Add +4.7%	44,222	$3.9M
Davidson Trust Co.	1.95%	No change	42,971	$3.8M
LPWM LLC	1.22%	Add +2.4%	42,945	$3.8M
TD Private Client Wealth LLC	0.11%	Reduce -2.0%	42,652	$3.8M
Principal Securities, Inc.	0.08%	Reduce -2.1%	42,498	$3.8M
Integrated Advisors Network LLC	0.18%	Reduce -1.7%	42,305	$3.7M
Integrated Wealth Concepts LLC	0.04%	Add +7.6%	42,155	$3.7M
IHT Wealth Management, LLC	0.12%	Reduce -3.2%	41,909	$3.7M
Gryphon Financial Partners LLC	0.53%	Add +12.6%	41,707	$3.7M
Flagstar Securities, Inc.	0.92%	Reduce -1.8%	41,657	$3.7M
Smith & Howard Wealth Management, LLC	1.04%	Reduce -2.8%	41,610	$3.7M
Sequoia Financial Advisors, LLC	0.04%	Reduce -10.2%	41,510	$3.7M
DT Investment Partners, LLC	0.31%	Reduce -1.1%	41,498	$3.7M
Saxon Interests, Inc.	1.60%	Add +109.5%	41,091	$3.6M
Financial Counselors Inc.	0.05%	Add +3.6%	40,729	$3.6M
Daner Wealth Management, LLC	2.64%	—	38,719	$3.6M
Asset Management Group, Inc.	0.63%	Reduce -1.3%	40,256	$3.6M
HB Wealth Management, LLC	0.04%	Add +11.7%	39,550	$3.5M
Aspiriant, LLC	0.13%	Add +8.4%	39,454	$3.5M
ABLE Financial Group, LLC	1.03%	Reduce -61.8%	39,314	$3.5M
Asset Allocation Strategies LLC	0.84%	Add +0.3%	37,977	$3.5M
Sandy Spring Bank	0.14%	Add +0.3%	39,173	$3.5M
Nvest Financial, LLC	1.75%	Add +0.6%	38,933	$3.4M
Brick & Kyle, Associates	1.47%	Add +1.0%	38,769	$3.4M
Quadrant Capital Group LLC	0.24%	Reduce -3.0%	38,656	$3.4M
Charles Schwab Trust Co	0.29%	Add +3.2%	38,593	$3.4M
Bedel Financial Consulting, Inc.	0.47%	Add +26.1%	36,765	$3.4M
Spire Wealth Management	0.11%	Reduce -1.6%	38,419	$3.4M
Fort Point Capital Partners LLC	0.38%	Reduce -6.8%	38,351	$3.4M
Oxford Financial Group, LTD. LLC	0.21%	Add +61.7%	36,812	$3.3M
Global Retirement Partners, LLC	0.09%	Reduce -38.4%	36,663	$3.2M
Phillips Financial Management, LLC	0.25%	Reduce -0.6%	36,599	$3.2M
Anchor Capital Advisors LLC	0.09%	Add +1.6%	35,795	$3.2M
Centennial Bank	1.49%	Add +0.4%	35,750	$3.2M
Lake Street Advisors Group, LLC	0.15%	No change	35,726	$3.2M
Legacy Edge Advisors, LLC	0.50%	Add +7.1%	35,664	$3.2M
Elgethun Capital Management	0.76%	Add +0.0%	35,575	$3.1M
Highland Capital Management, LLC	0.18%	Add +0.0%	35,573	$3.1M
Finley Financial, LLC	1.62%	—	34,485	$3.1M
Aft, Forsyth & Company, Inc.	1.53%	Add +0.0%	35,200	$3.1M
Fca Corp.	0.97%	Add +1.0%	35,142	$3.1M
EP Wealth Advisors, LLC	0.03%	Add +5.7%	34,906	$3.1M
St. Clair Advisors, LLC	0.88%	Add +51.5%	34,811	$3.1M
Procyon Advisors, LLC	0.19%	Add +76.4%	34,476	$3.0M
Marquette Asset Management, LLC	0.50%	Reduce -0.5%	34,381	$3.0M
Chapin Davis, Inc.	0.99%	No change	34,461	$3.0M
Peapack Gladstone Financial Corp.	0.04%	Add +0.7%	34,030	$3.0M
Gladstone Institutional Advisory LLC	0.14%	Add +0.9%	33,548	$3.0M
Prospera Financial Services Inc	0.07%	Add +20.8%	33,497	$3.0M
Hilltop Holdings Inc.	0.19%	Reduce -0.3%	33,266	$2.9M
Kingsview Wealth Management, LLC	0.06%	Add +22.9%	32,903	$2.9M
Evergreen Capital Management LLC	0.09%	Reduce -4.1%	32,881	$2.9M
Quadrature Capital Ltd	0.06%	New	32,851	$2.9M
Middleton & Co. Inc.	0.32%	Reduce -2.5%	32,798	$2.9M
Motiv8 Investments LLC	2.03%	Add +5.8%	32,763	$2.9M
TFB Advisors LLC	0.82%	Add +1.4%	32,542	$2.9M
Samalin Investment Counsel, LLC	1.23%	Add +6.4%	32,312	$2.9M
Chokshi & Queen Wealth Advisors, Inc	1.77%	—	32,303	$2.9M
Courier Capital LLC	0.20%	Reduce -0.4%	32,280	$2.9M
Evercore Wealth Management, LLC	0.04%	Reduce -8.6%	32,197	$2.8M
Catalyst Financial Partners LLC	0.53%	Add +35.1%	31,972	$2.8M
Guardian Wealth Advisors, LLC	1.79%	Reduce -13.2%	31,680	$2.8M
KKM Financial LLC	1.16%	New	30,374	$2.8M
Thoroughbred Financial Services, LLC	0.17%	Reduce -2.4%	31,380	$2.8M
Builder Investment Group Inc.	0.75%	Add +0.0%	31,135	$2.8M
HSBC Holdings PLC	0.00%	Reduce -3.3%	31,002	$2.7M
Allen Investment Management, LLC	0.03%	No change	31,000	$2.7M
NorthRock Partners, LLC	0.09%	Reduce -9.8%	30,723	$2.7M
First United Bank & Trust	0.98%	No change	30,634	$2.7M
Geneos Wealth Management Inc.	0.09%	Add +1.4%	30,591	$2.7M
SouthState Bank Corp	0.18%	Reduce -0.6%	30,538	$2.7M
Sowell Financial Services LLC	0.14%	Add +8.5%	30,223	$2.7M
Orion Porfolio Solutions, LLC	0.03%	Add +8.7%	30,076	$2.7M
Orion Portfolio Solutions, LLC	0.03%	Add +8.7%	30,076	$2.7M
Lee, Kelleher & Klein Wealth Management	1.89%	—	29,999	$2.7M
Gilman Hill Asset Management, LLC	0.46%	Reduce -19.7%	29,930	$2.6M
Cozad Asset Management Inc.	0.25%	Add +0.1%	29,881	$2.6M
Laird Norton Wetherby Trust Company, LLC	0.36%	No change	29,850	$2.6M
Advisory Services Network, LLC	0.05%	Reduce -3.4%	29,841	$2.6M
FAS Wealth Partners, Inc.	0.22%	Reduce -1.9%	29,834	$2.6M
J.W. Cole Advisors, Inc.	0.11%	Reduce -7.8%	29,747	$2.6M
Pathway Financial Advisors LLC	0.60%	Reduce -0.9%	29,669	$2.6M
HUB Investment Partners, LLC	0.11%	No change	29,181	$2.6M
Strategic Wealth Investment Group, LLC	0.14%	New	45,428	$2.6M
Denver PWM, LLC	0.99%	Reduce -3.1%	28,999	$2.6M
Frank, Rimerman Advisors LLC	0.18%	Reduce -0.5%	28,707	$2.5M
Chicago Partners Investment Group LLC	0.08%	Reduce -0.1%	28,455	$2.5M
Pasadena Private Wealth, LLC	0.52%	No change	28,500	$2.5M
JSF Financial, LLC	0.67%	Reduce -2.2%	28,393	$2.5M
Summit Financial Strategies, Inc.	0.28%	Reduce -0.8%	28,384	$2.5M
SOA Wealth Advisors, LLC.	0.46%	Add +5.4%	28,381	$2.5M
BLKBRD Asset Management, LP	11.65%	—	28,270	$2.5M
Smith, Moore & Co.	0.23%	Add +0.9%	28,115	$2.5M
Councilor Wealth, LLC	1.18%	No change	28,043	$2.5M
Dagco, Inc.	0.81%	Reduce -4.4%	27,592	$2.4M
Dover Advisors, LLC	1.38%	Add +4.0%	27,175	$2.4M
HT Partners LLC	0.81%	No change	26,956	$2.4M
Private Trust Co. NA	0.24%	Reduce -0.2%	26,911	$2.4M
Cahill Financial Advisors Inc.	0.32%	Add +1.2%	26,888	$2.4M
Valmark Advisers, Inc.	0.04%	Reduce -2.7%	26,790	$2.4M
McKinley Carter Wealth Services, Inc.	0.14%	Reduce -0.2%	26,726	$2.4M
Mather Group, Llc.	0.03%	Add +2.8%	26,616	$2.4M
Valeo Financial Advisors, LLC	0.07%	Add +4.2%	26,433	$2.3M
Naples Global Advisors, LLC	0.22%	Reduce -1.0%	26,153	$2.3M
Resonant Capital Advisors, LLC	0.17%	No change	26,023	$2.3M
Chesley Taft & Associates LLC	0.11%	Reduce -0.2%	25,944	$2.3M
Busey Bank	0.07%	Reduce -2.0%	25,854	$2.3M
Evensky & Katz LLC	0.15%	Add +0.3%	25,695	$2.3M
Grove Bank & Trust	0.31%	No change	25,600	$2.3M
Goelzer Investment Management, Inc.	0.13%	Reduce -0.1%	25,577	$2.3M
Apollon Wealth Management, LLC	0.05%	Add +10.4%	25,515	$2.3M
Narus Financial Partners, LLC	0.76%	Add +267.3%	25,481	$2.3M
Litman Gregory Wealth Management LLC	0.20%	Add +2.3%	25,476	$2.3M
Elyxium Wealth, LLC	1.37%	Add +14.6%	25,470	$2.3M
Atria Investments, Inc	0.03%	Add +524.8%	25,434	$2.2M
Indiana Trust & Investment Management Co	0.77%	Reduce -0.1%	25,425	$2.2M
Retirement Income Solutions, Inc.	0.45%	Add +2.3%	25,176	$2.2M
Neuberger Berman Group LLC	0.00%	Add +273.1%	24,776	$2.2M
GAMMA Investing LLC	0.19%	Add +19.4%	24,681	$2.2M
Oliver Luxxe Assets LLC	0.39%	No change	24,707	$2.2M
Nations Financial Group Inc, /Ia/	0.16%	Add +1.1%	24,532	$2.2M
Pinnacle Associates Ltd.	0.03%	Add +16.1%	24,531	$2.2M
Axis Wealth Partners, LLC	1.81%	—	24,252	$2.1M
Alley Investment Management Company, LLC	0.27%	Add +6.9%	24,010	$2.1M
Ellenbecker Investment Group	0.38%	Reduce -0.8%	24,003	$2.1M
1900 Wealth Management LLC	0.18%	Add +0.3%	23,628	$2.1M
Wealthcare Advisory Partners LLC	0.06%	Add +1.4%	23,564	$2.1M
Heritage Wealth Advisors	0.10%	Reduce -0.2%	23,521	$2.1M
SageView Advisory Group, LLC	0.09%	Add +46.8%	23,516	$2.1M
Meridian Financial Partners LLC	1.10%	Add +0.5%	23,482	$2.1M
Venture Visionary Partners LLC	0.09%	Add +6.0%	23,414	$2.1M
Appleton Partners Inc.	0.15%	Reduce -0.2%	23,212	$2.1M
Fulcrum Capital LLC	0.43%	No change	23,209	$2.1M
Fulton Breakefield Broenniman LLC	0.15%	Reduce -2.2%	23,063	$2.0M
BankPlus Wealth Management LLC	1.52%	—	22,997	$2.0M
Boston Family Office LLC	0.14%	No change	22,771	$2.0M
Bremer Bank National Association	0.40%	No change	22,740	$2.0M
Welch & Forbes LLC	0.03%	No change	22,622	$2.0M
LCNB Corp.	0.73%	Reduce -1.1%	22,581	$2.0M
Sigma Planning Corp	0.06%	Reduce -17.6%	22,529	$2.0M
Peoples Bank	1.17%	Reduce -1.1%	22,483	$2.0M
Advisor Resource Council	1.41%	New	22,276	$2.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.49%	Add +0.9%	22,177	$2.0M
Weatherly Asset Management L. P.	0.17%	Reduce -2.6%	22,176	$2.0M
Hapanowicz & Associates Financial Services, Inc	0.98%	Reduce -2.6%	22,124	$2.0M
Fiduciary Trust Co	0.03%	Reduce -3.7%	21,885	$1.9M
Ancora Advisors LLC	0.04%	Reduce -0.3%	21,596	$1.9M
Wealthfront Advisers LLC	0.01%	Add +39.3%	21,456	$1.9M
Smith Thornton Advisors LLC	1.19%	Reduce -2.0%	21,306	$1.9M
Dynasty Wealth Management, LLC	0.03%	New	21,169	$1.9M
Parallel Advisors, LLC	0.04%	Add +17.2%	21,108	$1.9M
RKL Wealth Management LLC	0.17%	Add +44.4%	21,030	$1.9M
Forvis Mazars Wealth Advisors, LLC	0.04%	Reduce -5.8%	20,965	$1.9M
Meridian Wealth Management, LLC	0.09%	Add +0.5%	20,883	$1.8M
Climber Capital SA	1.52%	—	22,022	$1.8M
U.S. Capital Wealth Advisors, LLC	0.06%	Add +7.4%	20,770	$1.8M
Venturi Wealth Management, LLC	0.09%	No change	20,630	$1.8M
Eastern Bank	0.03%	Reduce -1.2%	20,532	$1.8M
Boston Trust Walden Corp	0.01%	Add +5.8%	20,450	$1.8M
World Investment Advisors	0.05%	Add +86.0%	20,441	$1.8M
Horan Securities, Inc.	0.69%	Reduce -45.3%	20,422	$1.8M
Roble, Belko & Company, Inc	0.29%	Add +511.7%	20,303	$1.8M
Hilltop Wealth Advisors, LLC	0.90%	Reduce -10.7%	20,176	$1.8M
JFS Wealth Advisors, LLC	0.12%	Reduce -1.8%	20,002	$1.8M
White Pine Capital LLC	0.60%	Add +0.2%	19,993	$1.8M
Stratos Wealth Advisors, LLC	0.08%	Reduce -10.9%	19,810	$1.8M
Daymark Wealth Partners, LLC	0.07%	Add +4.0%	19,803	$1.8M
Jordan Park Group LLC	0.13%	Reduce -9.5%	19,767	$1.7M
Sage Capital Advisors,llc	0.45%	Reduce -2.1%	19,607	$1.7M
Legacy Trust	0.40%	Add +2.9%	19,540	$1.7M
Lazard Asset Management LLC	0.00%	No change	19,466	$1.7M
Allworth Financial LP	0.01%	Add +168.2%	18,527	$1.7M
HBK Sorce Advisory LLC	0.05%	Reduce -3.9%	19,194	$1.7M
Postrock Partners LLC	0.81%	—	18,921	$1.7M
Private Management Group Inc.	0.06%	No change	18,870	$1.7M
Strategic Advisors LLC	0.30%	Add +50.8%	18,864	$1.7M
Flputnam Investment Management Co.	0.03%	Reduce -0.4%	18,830	$1.7M
Waters Parkerson & Co., LLC	0.09%	No change	18,829	$1.7M
Crescent Grove Advisors, LLC	0.17%	Add +27.0%	18,828	$1.7M
Simmons Bank	0.12%	Add +3.1%	18,731	$1.7M
Zions Bancorporation, N.A.	0.10%	No change	18,346	$1.6M
MBL Wealth, LLC	0.16%	Reduce -0.5%	18,344	$1.6M
Pallas Capital Advisors LLC	0.07%	Reduce -4.5%	18,315	$1.6M
OneDigital Investment Advisors LLC	0.02%	Reduce -7.8%	18,236	$1.6M
FMB Wealth Management	0.91%	No change	18,222	$1.6M
MIdWestOne Financial Group, Inc.	0.23%	Reduce -2.9%	18,191	$1.6M
Davis R M Inc.	0.03%	Add +1.5%	18,173	$1.6M
Newport Capital Group, LLC	1.18%	Reduce -0.9%	18,066	$1.6M
Legacy Bridge, LLC	0.83%	No change	18,039	$1.6M
Investors Research Corp	0.35%	No change	17,993	$1.6M
Wells Trecaso Financial Group, LLC	0.52%	Add +14.9%	17,868	$1.6M
D. E. Shaw & Co.	0.00%	Reduce -51.0%	17,846	$1.6M
Heritage Investors Management Corp.	0.05%	Reduce -0.1%	17,845	$1.6M
Columbus Macro, LLC	0.22%	New	17,823	$1.6M
Blue Trust, Inc.	0.02%	Add +20.0%	17,796	$1.6M
Cornerstone Wealth Management, LLC	0.11%	Add +5.8%	17,697	$1.6M
Clear Harbor Asset Management, LLC	0.13%	Add +1.6%	17,669	$1.6M
Perennial Investment Advisors, LLC	0.18%	Add +32.5%	17,658	$1.6M
Linscomb Wealth, Inc.	0.08%	Reduce -1.3%	17,556	$1.6M
Leo Wealth, LLC	0.14%	Add +0.4%	17,459	$1.5M
Matrix Private Capital Group LLC	0.88%	No change	17,435	$1.5M
1ST Source Bank	0.09%	Reduce -0.3%	17,405	$1.5M
Farmers National Bank	0.44%	—	17,221	$1.5M
PFG Investments, LLC	0.09%	Reduce -1.3%	17,205	$1.5M
Financial Partners Group, Inc	0.22%	Reduce -0.0%	17,200	$1.5M
Lowe Brockenbrough & Co. Inc.	0.10%	Reduce -3.5%	17,183	$1.5M
Plum Street Advisors, LLC	0.74%	No change	16,997	$1.5M
Fairway Wealth LLC	0.67%	Add +0.3%	16,952	$1.5M
Webster Bank, N. A.	0.16%	Reduce -3.0%	16,923	$1.5M
Southern Capital Advisors, LLC	0.82%	Add +0.9%	16,734	$1.5M
Cypress Capital Group	0.18%	Reduce -24.6%	16,662	$1.5M
Citadel Advisors	0.00%	Reduce -67.5%	16,581	$1.5M
Strategic Family Wealth Counselors, L.L.C.	0.47%	Add +2.3%	16,504	$1.5M
Gries Financial LLC	0.26%	Add +14.9%	16,467	$1.5M
Connecticut Wealth Management, LLC	0.07%	Reduce -1.5%	16,432	$1.5M
Generation Capital Management LLC	1.24%	—	16,374	$1.4M
Atlas Brown,Inc.	0.49%	Add +0.0%	16,265	$1.4M
Farther Finance Advisors, LLC	0.05%	Add +1383.2%	16,241	$1.4M
Summit Investment Advisors, Inc.	1.27%	—	15,427	$1.4M
First Hawaiian Bank	0.05%	No change	16,077	$1.4M
Baker Ellis Asset Management LLC	0.21%	No change	16,076	$1.4M
MBA Advisors LLC	0.72%	Reduce -23.6%	16,028	$1.4M
IFG Advisors, LLC	0.28%	Add +0.7%	15,992	$1.4M
Strategic Financial Concepts, LLC	0.27%	Add +192.4%	15,946	$1.4M
Debussy Capital Management LP	0.22%	Add +2.1%	15,298	$1.4M
Evernest Financial Advisors, LLC	0.36%	Reduce -0.2%	15,912	$1.4M
Boston Financial Mangement LLC	0.04%	Reduce -0.5%	15,866	$1.4M
Compton Wealth Advisory Group, LLC	0.36%	Add +0.3%	15,826	$1.4M
Pinnacle Wealth Management Advisory Group, LLC	0.13%	Add +33.8%	15,798	$1.4M
Great Valley Advisor Group, Inc.	0.03%	Reduce -0.7%	15,722	$1.4M
Moulton Wealth Management, Inc.	1.06%	New	15,663	$1.4M
WestHill Financial Advisors, Inc.	0.31%	Add +0.1%	15,634	$1.4M
UNIVEST FINANCIAL Corp	0.09%	Reduce -17.6%	15,546	$1.4M
Midland Wealth Advisors, LLC	0.08%	Add +8.3%	15,462	$1.4M
Kohmann Bosshard Financial Services, LLC	0.16%	Add +2.0%	15,458	$1.4M
Fiducient Advisors LLC	0.17%	Add +0.2%	15,448	$1.4M
Napatree Capital LLC	0.80%	Add +29.6%	15,365	$1.4M
Two Sigma Securities, LLC	0.24%	Add +1.4%	15,266	$1.3M
West Paces Advisors Inc.	0.33%	No change	15,262	$1.3M
SlateStone Wealth, LLC	0.13%	Reduce -1.7%	15,252	$1.3M
Luminvest Wealth Management LLC	0.54%	Reduce -0.0%	15,056	$1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.20%	Add +0.3%	15,012	$1.3M
Moneco Advisors, LLC	0.14%	Add +4.2%	14,963	$1.3M
Cary Street Partners Financial LLC	0.04%	—	14,925	$1.3M
TD Waterhouse Canada Inc.	0.01%	Reduce -19.8%	14,889	$1.3M
Montecito Bank & Trust	0.23%	Reduce -1.6%	14,835	$1.3M
Empirical Asset Management, LLC	0.43%	Add +2.8%	14,832	$1.3M
Rainier Family Wealth Inc.	1.57%	—	14,662	$1.3M
Oppenheimer & Co. Inc.	0.02%	Add +2.3%	14,633	$1.3M
Montis Financial, LLC	0.40%	New	14,605	$1.3M
Knuff & Co LLC	0.39%	New	14,461	$1.3M
Park Avenue Securities LLC	0.01%	Add +77.0%	14,384	$1.3M
Bill Few Associates, Inc.	0.44%	No change	14,278	$1.3M
O'shaughnessy Asset Management, LLC	0.01%	Add +37.9%	14,251	$1.3M
Choate Investment Advisors	0.03%	Add +0.7%	14,222	$1.3M
Wooster Corthell Wealth Management, Inc.	0.27%	Reduce -2.8%	14,211	$1.3M
Seneca Financial Advisors LLC	0.62%	Add +1.4%	14,135	$1.2M
Certuity, LLC	0.14%	Reduce -16.6%	14,133	$1.2M
Monetary Management Group Inc.	0.32%	Add +0.4%	14,005	$1.2M
SeaBridge Investment Advisors LLC	0.26%	No change	14,001	$1.2M
Philadelphia Trust Co.	0.09%	Reduce -14.5%	13,913	$1.2M
Avid Wealth Partners LLC	0.87%	New	13,869	$1.2M
Y-Intercept (Hong Kong) Ltd	0.08%	Reduce -5.4%	13,862	$1.2M
Dominguez Wealth Management Solutions, Inc.	0.89%	Reduce -0.7%	13,785	$1.2M
Lyell Wealth Management, LP	0.11%	Reduce -4.2%	13,767	$1.2M
Atala Financial Inc	0.85%	—	13,760	$1.2M
GM Advisory Group, LLC	0.07%	Add +4.5%	13,702	$1.2M
Patriot Investment Management Group, Inc.	0.09%	No change	13,484	$1.2M
Private Portfolio Partners LLC	0.22%	Reduce -0.4%	13,474	$1.2M
Calamos Wealth Management LLC	0.06%	Add +0.5%	13,424	$1.2M
First National Bank of Omaha	0.08%	No change	13,332	$1.2M
Ritter Daniher Financial Advisory LLC / DE	0.33%	Reduce -1.0%	13,298	$1.2M
Tsfg, LLC	0.24%	Add +0.0%	13,297	$1.2M
SVB Wealth LLC	0.02%	New	13,220	$1.2M
Centennial Wealth Advisory LLC	0.46%	Reduce -0.4%	13,173	$1.2M
Roundview Capital LLC	0.08%	No change	13,158	$1.2M
RMR Wealth Builders	0.12%	Reduce -3.5%	13,042	$1.2M
Vanguard Personalized Indexing Management, LLC	0.02%	Reduce -14.3%	12,993	$1.1M
Sterling Capital Management LLC	0.02%	Add +1.1%	12,992	$1.1M
Continuum Advisory, LLC	0.15%	Add +0.0%	12,853	$1.1M
Campbell Newman Asset Management Inc.	0.09%	No change	12,840	$1.1M
Sunbeam Capital Management, LLC	1.05%	—	12,752	$1.1M
Occidental Asset Management, LLC	0.18%	No change	12,737	$1.1M
Sagespring Wealth Partners, LLC	0.03%	—	12,700	$1.1M
Avior Wealth Management, LLC	0.04%	Add +6.0%	12,558	$1.1M
Goldstein Advisors, LLC	0.16%	Reduce -2.2%	12,511	$1.1M
Traynor Capital Management, Inc.	0.09%	New	12,498	$1.1M
Klingman & Associates, LLC	0.07%	No change	12,497	$1.1M
Benjamin Edwards Inc.	0.02%	Reduce -0.2%	12,388	$1.1M
Sunbelt Securities, Inc.	0.10%	Reduce -2.1%	12,354	$1.1M
Ameritas Advisory Services, LLC	0.04%	Add +65.1%	12,326	$1.1M
Mason & Associates, LLC	0.32%	Reduce -4.9%	12,256	$1.1M
Simplicity Wealth,LLC	0.23%	Add +0.0%	12,200	$1.1M
Laird Norton Wetherby Wealth Management, LLC	0.05%	No change	12,179	$1.1M
Pps&v Asset Management Consultants, Inc.	0.72%	No change	12,074	$1.1M
Radnor Capital Management, LLC	0.18%	Reduce -14.7%	12,040	$1.1M
Okabena Investment Services Inc.	0.29%	Add +2.8%	11,980	$1.1M
CENTRAL TRUST Co	0.03%	Add +7.4%	11,903	$1.1M
Independent Financial Group, LLC	0.03%	Reduce -4.0%	11,780	$1.0M
Ofc Financial Planning, LLC	1.10%	—	11,756	$1.0M
Rhumbline Advisers	0.00%	Reduce -27.6%	11,741	$1.0M
Heritage Trust Co	0.12%	—	11,712	$1.0M
Pine Haven Investment Counsel, Inc	0.84%	No change	11,522	$1.0M
Brasada Capital Management, LP	0.18%	Add +17.9%	11,390	$1.0M
Cassaday & Co Wealth Management LLC	0.03%	No change	11,329	$1.0M
Well Done, LLC	0.18%	No change	11,231	$990K
Caprock Group, LLC	0.03%	Reduce -24.8%	11,075	$979K
Columbia Asset Management	0.19%	Add +0.0%	11,065	$978K
First Financial Bankshares Inc	0.02%	No change	11,052	$977K
Allstate Corp.	0.03%	New	11,050	$977K
Advisors Capital Management, LLC	0.02%	Add +27.1%	11,037	$976K
USAdvisors Wealth Management, LLC	0.32%	Add +0.6%	11,027	$974K
Beck Bode, LLC	0.18%	Reduce -28.1%	11,009	$973K
Snowden Capital Advisors LLC	0.03%	Add +20.1%	11,008	$973K
Jupiter Wealth Management LLC	0.49%	No change	11,000	$972K
Waldron Private Wealth LLC	0.04%	Reduce -3.7%	10,950	$968K
Birch Hill Investment Advisors LLC	0.04%	Reduce -22.6%	10,876	$961K
Concurrent Investment Advisors, LLC	0.03%	Add +0.6%	10,875	$961K
Brown Brothers Harriman & Co.	0.01%	Reduce -1.0%	10,837	$958K
NBT Bank, N.A.	0.07%	Reduce -0.3%	10,810	$956K
First Financial Bank - Trust Division	0.09%	No change	10,753	$951K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.03%	Add +7.1%	10,702	$946K
Parsons Capital Management Inc.	0.05%	No change	10,692	$945K
Cliftonlarsonallen Wealth Advisors, LLC	0.02%	Add +5.8%	10,680	$944K
Harbor Investment Advisory, LLC	0.09%	No change	10,672	$943K
Capital Investment Advisors, LLC	0.02%	Reduce -2.7%	10,602	$937K
Pinney & Scofield, Inc.	0.71%	—	10,600	$937K
Pacific Financial Group Inc.	0.69%	Reduce -3.0%	10,572	$935K
New England Professional Planning Group Inc.	0.46%	Add +31.2%	10,517	$930K
Winthrop Advisory Group LLC	0.11%	Reduce -0.5%	10,473	$926K
Operose Advisors LLC	0.32%	Add +0.1%	10,427	$922K
Parthenon LLC	0.11%	Reduce -8.8%	10,323	$913K
Obermeyer Wealth Partners	0.05%	No change	10,303	$911K
Beacon Financial Advisory LLC	0.30%	Reduce -1.4%	10,273	$908K
CreativeOne Wealth, LLC	0.03%	Add +9.0%	10,241	$905K
Narwhal Capital Management	0.08%	No change	10,231	$904K
Duncker Streett & Co. Inc.	0.17%	No change	10,211	$903K
Nemes Rush Group LLC	0.11%	Add +14.7%	10,164	$899K
Certified Advisory Corp	0.10%	Add +1.1%	10,159	$898K
Select Equity Group, L.P.	0.00%	New	10,108	$894K
Arrowroot Family Office, LLC	0.46%	Add +19.4%	10,073	$890K
M Holdings Securities, Inc.	0.14%	New	10,062	$889K
Compound Planning, Inc.	0.04%	New	10,035	$887K
London Co. of Virginia	0.00%	New	10,031	$887K
Cynosure Group, LLC	0.13%	Add +0.4%	10,030	$887K
Optimum Investment Advisors	0.39%	Add +19.7%	9,977	$882K
Blue Oak Capital, LLC	0.54%	—	9,974	$882K
Optivise Advisory Services LLC	0.47%	No change	9,940	$879K
Jackson Hole Capital Partners, LLC	0.18%	Reduce -4.0%	9,927	$878K
Vontobel Holding Ltd.	0.00%	New	9,925	$877K
Leslie Global Wealth, LLC	0.41%	Reduce -4.5%	9,881	$874K
Leavell Investment Management, Inc.	0.04%	Reduce -1.0%	9,862	$872K
CW Advisors, LLC	0.01%	No change	9,853	$871K
EPIQ Capital Group, LLC	0.23%	Add +0.4%	9,756	$862K
Central Bank & Trust Co.	0.13%	Reduce -17.2%	9,745	$861K
Breakwater Capital Group	0.17%	Add +0.9%	9,733	$860K
MassMutual Private Wealth & Trust, FSB	0.02%	Add +13.1%	9,713	$859K
Stillwater Capital Advisors, LLC	0.11%	Reduce -0.1%	9,709	$858K
Curio Wealth, LLC	0.46%	—	9,703	$858K
Wealthquest Corp	0.07%	Reduce -0.0%	9,662	$854K
Quantinno Capital Management LP	0.01%	Add +5.9%	9,657	$854K
Ironwood Financial, llc	0.18%	No change	9,638	$852K
Marcum Wealth, LLC	0.07%	Add +0.1%	9,602	$849K
Armor Investment Advisors, LLC	0.35%	Reduce -2.5%	9,530	$842K
MCF Advisors LLC	0.06%	Add +30.7%	9,526	$842K
Israel Discount Bank of New York	0.61%	Reduce -8.8%	9,521	$842K
North Star Investment Management Corp.	0.06%	No change	9,489	$839K
Smith Salley Wealth Management	0.05%	Add +2.1%	9,465	$837K
MidAtlantic Capital Management, Inc.	0.61%	Reduce -5.7%	9,425	$833K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.02%	No change	9,324	$824K
GeoWealth Management, LLC	0.03%	Add +310500.0%	9,318	$824K
RiverFront Investment Group, LLC	0.02%	Add +20.4%	9,313	$823K
Wealth Dimensions Group, Ltd.	0.20%	Add +92.9%	9,249	$818K
Selective Wealth Management, Inc.	0.33%	Reduce -1.2%	9,158	$817K
Insigneo Advisory Services, LLC	0.08%	Add +27.3%	9,218	$815K
Belpointe Asset Management LLC	0.05%	Reduce -2.1%	9,346	$809K
Live Oak Private Wealth LLC	0.14%	No change	9,147	$809K
Baron Wealth Management LLC	0.38%	Add +0.3%	9,135	$808K
Foster Dykema Cabot & Partners, LLC	0.06%	No change	9,128	$807K
Altus Wealth Group LLC	0.36%	Add +13.3%	9,089	$803K
Graypoint LLC	0.05%	Add +20.9%	9,048	$800K
Viawealth, LLC	0.48%	No change	9,017	$797K
International Assets Investment Management, LLC	0.07%	Add +66.0%	9,023	$797K
Bensler, LLC	0.09%	Add +0.0%	8,966	$793K
Paces Ferry Wealth Advisors, LLC	0.38%	Reduce -11.8%	8,947	$791K
Plante Moran Financial Advisors, LLC	0.07%	Reduce -5.5%	8,934	$790K
Center for Financial Planning, Inc.	0.10%	Add +7.9%	8,894	$786K
Manchester Capital Management LLC	0.09%	No change	8,891	$786K
Spirepoint Private Client, LLC	0.10%	Add +122.8%	8,855	$783K
LGL Partners, LLC	0.11%	Add +0.4%	8,812	$779K
Next Level Private LLC	0.31%	Add +0.1%	8,750	$773K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.06%	Reduce -31.9%	8,725	$771K
Mill Capital Management, LLC	0.06%	No change	8,724	$771K
Guardian Wealth Advisors, LLC / NC	0.06%	No change	8,705	$770K
Brown, Lisle/Cummings, Inc.	0.23%	No change	8,700	$769K
First Commonwealth Financial Corp	0.18%	Add +3.1%	8,618	$762K
Investment Advisory Group, LLC	0.25%	Reduce -0.6%	8,598	$760K
Transcend Capital Advisors, LLC	0.05%	Add +2.5%	8,572	$758K
Signature Estate & Investment Advisors LLC	0.02%	Add +0.1%	8,572	$758K
Precision Wealth Strategies, LLC	0.58%	No change	8,533	$754K
Baldwin Investment Management, LLC	0.10%	New	8,532	$754K
BLB&B Advisors, LLC	0.04%	Add +2.0%	8,499	$751K
Walled Lake Planning & Wealth Management, LLC	0.28%	Add +7.9%	8,477	$749K
Essex Bank	0.18%	No change	8,449	$747K
Orgel Wealth Management, LLC	0.02%	New	8,421	$744K
Glassman Wealth Services	0.12%	No change	8,397	$742K
Foundations Investment Advisors, LLC	0.01%	Reduce -9.0%	8,396	$742K
Retirement Planning Group, LLC	0.04%	Add +0.1%	8,367	$740K
Shepherd Financial Partners LLC	0.09%	Add +16.1%	8,340	$737K
S&co Inc.	0.05%	No change	8,344	$737K
BIP Wealth, LLC	0.05%	Reduce -0.6%	8,270	$731K
Mission Wealth Management, LP	0.02%	Reduce -6.1%	8,261	$730K
Wedbush Securities Inc.	0.03%	New	8,243	$729K
AAF Wealth Management, LLC	0.37%	Add +20.6%	8,242	$729K
Focus Partners Advisor Solutions, LLC	0.01%	Add +33.7%	8,183	$723K
Beaumont Financial Advisors, LLC	0.05%	Reduce -1.4%	8,149	$720K
Moors & Cabot, Inc.	0.03%	Add +2.0%	8,083	$715K
Ausdal Financial Partners, Inc.	0.06%	Add +162.4%	8,069	$713K
Princeton Global Asset Management LLC	0.13%	Reduce -3.0%	7,985	$706K
Sapient Capital LLC	0.01%	Add +2.8%	7,932	$701K
Fermata Advisors, LLC	0.13%	Reduce -0.8%	7,926	$701K
Moody LYNN Lieberson & Walker, LLC	0.04%	No change	7,902	$699K
Dana Investment Advisors, Inc.	0.02%	No change	7,901	$698K
Cassia Capital Partners, LLC	0.44%	Add +72.9%	7,892	$698K
Flagstone Financial Management	0.23%	Add +0.6%	7,870	$696K
IFP Advisors, Inc	0.02%	Add +216.0%	7,859	$695K
Larson Financial Group LLC	0.04%	Add +17.1%	7,847	$694K
Beese Fulmer Investment Management, Inc.	0.06%	No change	7,804	$690K
Buckhead Capital Management LLC	0.22%	Add +1.2%	7,791	$689K
Old Second National Bank of Aurora	0.16%	No change	7,780	$688K
Lee Danner & Bass Inc.	0.05%	Add +5.1%	7,749	$685K
Summit Investment Advisory Services, LLC	0.35%	Add +2.1%	7,688	$680K
Brady Family Wealth, LLC	0.21%	No change	7,683	$679K
Bragg Financial Advisors, Inc	0.03%	Reduce -4.2%	7,673	$678K
JNBA Financial Advisors	0.07%	Add +18.1%	7,662	$677K
Destiny Wealth Partners, LLC	0.11%	Add +19.6%	7,612	$673K
BlueSky Wealth Advisors, LLC	0.10%	No change	7,481	$661K
Pinnacle Bancorp, Inc.	0.21%	Add +0.5%	7,474	$661K
Lake Street Private Wealth, LLC	0.11%	Reduce -43.8%	7,428	$657K
Ascentis Independent Advisors	0.13%	Reduce -12.5%	7,401	$654K
ICW Investment Advisors LLC	0.27%	Add +0.0%	7,316	$647K
Angeles Wealth Management, LLC	0.05%	No change	7,299	$645K
FourThought Financial Partners, LLC	0.07%	No change	7,259	$642K
Hirtle & Co., LLC	0.03%	Add +40.7%	7,238	$640K
Thompson Siegel & Walmsley LLC	0.01%	No change	7,167	$634K
Hunter Associates Investment Management LLC	0.10%	Add +0.0%	7,139	$632K
Bear Mountain Capital, Inc.	0.25%	No change	6,795	$630K
Greenhouse Wealth Management, LLC	0.41%	Add +0.3%	7,094	$627K
Smithfield Trust Co	0.03%	Reduce -6.4%	7,116	$627K
BOK Financial Private Wealth, Inc.	0.05%	Add +351.5%	7,057	$624K
Stratos Investment Management, LLC	0.04%	Add +0.1%	7,049	$623K
Moss Adams Wealth Advisors LLC	0.07%	No change	7,038	$622K
Trivium Point Advisory, LLC	0.08%	New	7,027	$621K
Cranbrook Wealth Management, LLC	0.14%	No change	7,020	$621K
QRG Capital Management, Inc.	0.01%	Add +9.0%	7,000	$619K
Vertex Planning Partners, LLC	0.14%	Reduce -1.4%	6,955	$615K
Stevens Capital Partners	0.28%	Reduce -1.4%	6,944	$614K
McNaughton Wealth Management, LLC	0.30%	Reduce -1.1%	6,940	$613K
First PREMIER Bank	0.16%	No change	6,928	$613K
Anson Capital, Inc.	0.53%	No change	6,933	$613K
Tompkins Financial Corp.	0.06%	Add +0.6%	6,925	$612K
Cape Cod Five Cents Savings Bank	0.05%	No change	6,907	$609K
Florida Trust Wealth Management Co	0.02%	Reduce -1.6%	6,869	$607K
Thomasville National Bank	0.04%	Add +0.0%	6,854	$606K
Kanawha Capital Management LLC	0.05%	Reduce -0.7%	6,812	$602K
Montag A & Associates Inc.	0.03%	Reduce -0.7%	6,764	$598K
TPG Financial Advisors, LLC	0.26%	No change	6,763	$598K
Clearbridge Investments, LLC	0.00%	New	6,730	$595K
Sandy Cove Advisors, LLC	0.23%	Reduce -6.4%	6,712	$593K
Qube Research & Technologies Ltd	0.00%	Reduce -50.6%	6,686	$591K
Harbour Investments, Inc.	0.02%	Reduce -7.2%	6,685	$591K
Ballew Advisors, Inc	0.38%	Add +0.0%	6,676	$589K
Intrua Financial, LLC	0.09%	Reduce -8.4%	6,604	$584K
Osborne Partners Capital Management, LLC	0.03%	No change	6,600	$583K
Wedmont Private Capital	0.03%	Add +0.3%	6,656	$583K
Russell Investments Group, Ltd.	0.00%	Add +22.0%	6,588	$582K
Dynamic Advisor Solutions LLC	0.03%	Reduce -46.1%	6,585	$582K
Kolinsky Wealth Management, LLC	0.35%	Add +8.4%	6,571	$581K
Caldwell Trust Co	0.06%	No change	6,539	$578K
Lindbrook Capital, LLC	0.05%	No change	6,504	$575K
Cordatus Wealth Management LLC	0.15%	Add +2.5%	6,483	$573K
Bar Harbor Wealth Management	0.04%	No change	6,439	$569K
Bearing Point Capital, LLC	0.12%	—	6,409	$567K
Farmers & Merchants Trust Co of Chambersburg PA	0.21%	No change	6,396	$565K
Tranquility Partners, LLC	0.21%	Reduce -5.9%	6,232	$564K
Reston Wealth Management LLC	0.21%	Add +0.3%	6,371	$563K
Fort Washington Investment Advisors Inc.	0.00%	No change	6,370	$563K
Bangor Savings Bank	0.05%	Add +1.6%	6,369	$563K
Mathes Company, Inc.	0.20%	No change	6,301	$557K
First Bancorp, Inc	0.38%	Add +126.2%	6,273	$555K
Segment Wealth Management, LLC	0.04%	No change	6,257	$553K
SMI Advisory Services, LLC	0.13%	Reduce -2.3%	6,245	$551K
Empower Advisory Group, LLC	0.00%	Reduce -1.9%	6,215	$549K
Northeast Financial Consultants Inc	0.02%	No change	6,208	$549K
Alesco Advisors, LLC, An ESL Co	0.02%	No change	6,200	$548K
Valley Forge Investment Consultants Inc. Adv	0.19%	No change	6,191	$547K
Windsor Capital Management, LLC	0.16%	Reduce -19.1%	6,188	$547K
Plan A Wealth LLC	0.50%	—	6,179	$546K
Advisory Resource Group	0.12%	Reduce -0.2%	6,167	$545K
Westmount Partners, LLC	0.17%	No change	6,158	$544K
Guardian Asset Advisors, LLC	0.35%	Reduce -24.3%	6,124	$541K
Hollencrest Capital Management	0.02%	No change	6,120	$541K
Western Wealth Management, LLC	0.03%	Reduce -3.9%	6,110	$540K
DBK Financial Counsel, LLC	0.54%	No change	6,105	$540K
Forum Financial Management, LP	0.01%	No change	6,096	$539K
Mgo One Seven LLC	0.02%	Add +23.6%	6,083	$538K
First Nebraska Trust Co	0.05%	No change	6,050	$535K
Allspring Global Investments Holdings, LLC	0.00%	Add +288.5%	6,045	$534K
Financial Advocates Investment Management	0.03%	Add +2.0%	6,045	$534K
Richardson Capital Management LLC	0.34%	No change	6,005	$531K
TFC Financial Management, Inc.	0.08%	No change	6,000	$530K
Allen Mooney & Barnes Investment Advisors LLC	0.09%	No change	5,998	$530K
First American Trust, FSB	0.05%	Reduce -20.1%	5,995	$530K
Forum Private Client Group LLC	0.24%	Reduce -14.1%	5,986	$529K
Flagship Harbor Advisors, LLC	0.03%	Reduce -2.0%	5,976	$528K
WealthShield Partners, LLC	0.07%	Add +47.7%	5,960	$527K
Edgemoor Investment Advisors, Inc.	0.05%	No change	5,960	$527K
Brand Asset Management Group, Inc.	0.21%	No change	5,943	$525K
Ground Swell Capital, LLC	1.14%	New	5,921	$523K
Bolthouse Investments, LLC	0.48%	—	5,919	$523K
Alpha Financial Partners LLC	0.41%	New	5,895	$521K
Adero Partners, LLC	0.03%	Reduce -2.7%	5,881	$520K
Trust Co of the South	0.11%	Reduce -35.0%	5,880	$520K
American National Bank & Trust	0.06%	No change	5,867	$519K
CVFG LLC	0.47%	—	5,844	$517K
Cyndeo Wealth Partners, LLC	0.03%	No change	5,843	$517K
James J. Burns & Company, LLC	0.09%	Reduce -13.7%	5,834	$516K
Obsidian Personal Planning Solutions LLC	0.25%	New	5,585	$514K
Sovran Advisors, LLC	0.07%	—	5,752	$513K
Clarity Capital Partners LLC	0.27%	Add +3.9%	5,781	$511K
PKS Advisory Services, LLC	0.13%	—	5,755	$509K
True Link Financial Advisors, LLC	0.04%	Reduce -3.7%	5,731	$507K
My Personal CFO, LLC	0.26%	Add +0.1%	5,712	$505K
Palisade Asset Management, LLC	0.05%	Add +0.0%	5,710	$505K
Jaffetilchin Investment Partners, LLC	0.04%	Add +4.4%	5,693	$503K
Caldwell Sutter Capital, Inc.	0.23%	No change	5,664	$501K
Brueske Advisory Services, LLC	0.44%	—	5,655	$500K
Sfmg, LLC	0.04%	No change	5,637	$498K
Sepio Capital, LP	0.04%	New	5,626	$497K
LMCG Investments, LLC	0.03%	Reduce -5.7%	5,591	$494K
Vident Advisory, LLC	0.01%	Add +130.3%	5,572	$493K
Nicolet Bankshares Inc.	0.10%	Reduce -0.7%	5,564	$492K
Veracity Capital LLC	0.18%	Add +1.7%	5,535	$489K
Register Financial Advisors LLC	0.24%	Add +0.2%	5,492	$485K
Salomon & Ludwin, LLC	0.05%	Reduce -4.0%	5,485	$485K
Saxony Capital Management, LLC	0.43%	Reduce -45.4%	5,475	$484K
Callan Capital, LLC	0.04%	Add +3.3%	5,471	$484K
Blodgett Wealth Advisors, LLC	0.38%	No change	5,468	$483K
Fourpath Capital Management, LLC	0.09%	No change	5,465	$483K
Jamison Private Wealth Management, Inc.	0.07%	No change	5,449	$482K
Ironwood Wealth Management, LLC.	0.15%	Reduce -0.3%	5,441	$481K
Rehmann Capital Advisory Group	0.03%	Add +23.2%	5,398	$477K
Madison Asset Management, LLC	0.01%	Add +135.0%	5,373	$475K
Madison Investment Advisors, LLC	0.01%	—	5,373	$475K
Innovative Wealth Building LLC	0.43%	—	5,365	$474K
First National Bank & Trust Co. of Newtown	0.10%	No change	5,344	$472K
Arbor Wealth Advisors LLC	0.42%	New	5,337	$472K
William Mack & Associates, Inc.	0.49%	—	5,334	$472K
Harbour Capital Advisors, LLC	0.10%	Reduce -3.2%	5,260	$471K
Macroview Investment Management LLC	0.48%	Reduce -12.1%	5,320	$470K
Founders Financial Alliance, LLC	0.13%	Reduce -10.3%	5,307	$469K
Zhang Financial LLC	0.03%	Add +0.7%	5,301	$469K
Colonial Trust Advisors	0.04%	No change	5,300	$469K
HBC Financial Services, PLLC	0.28%	No change	5,266	$465K
Encompass Wealth Advisors, LLC	0.19%	No change	5,249	$464K
Fairfield, Bush & Co.	0.27%	Add +47.3%	5,233	$463K
Spinnaker Trust	0.03%	No change	5,202	$460K
Canandaigua National Trust Co of Florida	0.36%	Reduce -1.2%	5,200	$460K
Ledyard National Bank	0.04%	Reduce -1.9%	5,189	$459K
SOL Capital Management CO	0.05%	No change	5,180	$458K
Wealth Alliance, LLC	0.05%	New	5,140	$454K
Fortis Capital Advisors, LLC	0.16%	No change	5,246	$454K
Bordeaux Wealth Advisors LLC	0.07%	No change	5,118	$452K
Creative Financial Designs Inc.	0.04%	Add +1.0%	5,042	$446K
Weil Company, Inc.	0.15%	No change	5,036	$445K
TCI Wealth Advisors, Inc.	0.04%	Reduce -5.3%	5,028	$444K
Edge Capital Group, LLC	0.02%	Add +3.2%	5,024	$444K
Christensen, King & Associates Investment Services, Inc.	0.21%	Add +0.0%	4,928	$443K
Arthur M. Cohen & Associates, LLC	0.08%	Add +0.2%	5,010	$443K
E&G Advisors, LLC	0.12%	No change	5,000	$442K
Herold Advisors, Inc.	0.10%	No change	5,000	$442K
Essential Planning, LLC.	0.00%	Add +100.0%	5,000	$441K
Valued Retirements, Inc.	0.59%	No change	4,990	$441K
SilverOak Wealth Management LLC	0.09%	No change	4,986	$441K
Impact Partnership Wealth, LLC	0.09%	New	4,980	$440K
Freestone Capital Holdings, LLC	0.02%	Reduce -16.7%	4,977	$440K
PGIM Custom Harvest LLC	0.01%	Add +39.5%	4,973	$440K
Equitable Trust Co.	0.02%	New	4,966	$439K
Castle Wealth Management LLC	0.17%	No change	4,960	$438K
Impact Capital Partners LLC	0.16%	—	4,960	$438K
Antonelli Financial Advisors, LLC	0.37%	—	4,960	$438K
Trust Co	0.05%	Reduce -2.2%	4,952	$438K
Carnegie Investment Counsel	0.01%	No change	4,949	$437K
Jefferies Financial Group Inc.	0.01%	Add +2.9%	4,877	$431K
Campbell Wealth Management	0.04%	New	4,877	$431K
CoreCap Advisors, LLC	0.02%	Reduce -3.7%	4,861	$430K
M1 Capital Management LLC	0.23%	—	4,858	$429K
TBH Global Asset Management, LLC	0.10%	Reduce -0.6%	4,844	$428K
First Financial Corp.	0.20%	No change	4,840	$428K
Invenio Wealth Partners LLC	0.18%	No change	4,838	$428K
Colonial Trust Co / SC	0.06%	No change	4,825	$427K
Plancorp, LLC	0.02%	No change	4,817	$426K
Clal Insurance Enterprises Holdings Ltd	0.00%	New	4,804	$425K
Deutsche Bank AG	0.00%	Reduce -20.5%	4,765	$421K
Prosperity Consulting Group, LLC	0.03%	No change	4,759	$421K
Broadview Financial Management, LLC	0.30%	Reduce -1.3%	4,753	$420K
NCM Capital Management, LLC	0.19%	Add +4.4%	4,752	$420K
InvesTrust	0.12%	—	4,743	$419K
49 Wealth Management, LLC	0.06%	Reduce -0.1%	4,733	$418K
Joel Isaacson & Co., LLC	0.02%	Add +0.2%	4,718	$417K
Legacy Financial Advisors, Inc.	0.07%	No change	4,716	$417K
Holistic Financial Partners	0.21%	Add +2.4%	4,712	$417K
Cadence Bank	0.03%	No change	4,711	$416K
Millennium Management	0.00%	New	4,693	$415K
Affinity Capital Advisors, LLC	0.08%	Reduce -0.5%	4,615	$410K
West Oak Capital, LLC	0.21%	No change	4,600	$407K
Pine Valley Investments Ltd Liability Co	0.03%	New	4,584	$405K
Patriot Financial Group Insurance Agency, LLC	0.05%	Reduce -0.6%	4,569	$404K
Atlantic Edge Private Wealth Management, LLC	0.12%	No change	4,557	$403K
PBMares Wealth Management LLC	0.08%	No change	4,553	$402K
King Wealth Management Group	0.06%	No change	4,520	$400K
Townsquare Capital LLC	0.00%	Add +17.8%	4,505	$398K
Advisory Alpha, LLC	0.01%	Add +3.8%	4,485	$397K
Parkside Financial Bank & Trust	0.05%	Add +53.1%	4,470	$395K
Ascent Group, LLC	0.03%	No change	4,453	$394K
Hohimer Wealth Management, LLC	0.07%	Add +7.2%	4,450	$393K
Truepoint, Inc.	0.01%	Add +5.2%	4,437	$392K
Checchi Capital Advisers, LLC	0.03%	No change	4,436	$392K
BlueChip Wealth Advisors LLC	0.22%	No change	4,423	$391K
Flagship Private Wealth, LLC	0.19%	Add +0.4%	4,408	$390K
HMS Capital Management, LLC	0.19%	No change	4,393	$388K
Northeast Investment Management	0.02%	No change	4,391	$388K
MTM Investment Management, LLC	0.15%	Reduce -1.7%	4,390	$388K
Diversify Advisory Services, LLC	0.02%	New	4,416	$387K
Centaurus Financial, Inc.	0.02%	Add +25.2%	4,373	$387K
PFG Advisors	0.02%	Reduce -3.0%	4,377	$387K
Golden State Wealth Management, LLC	0.06%	—	4,375	$387K
Guidance Point Advisors, LLC	0.11%	Add +0.1%	4,373	$387K
MWA Asset Management	0.26%	Add +1.2%	4,364	$386K
West Coast Financial LLC	0.04%	No change	4,364	$386K
HM Payson & Co.	0.01%	Reduce -12.1%	4,352	$385K
Peddock Capital Advisors, LLC	0.09%	Add +1.1%	4,349	$384K
Optas, LLC	0.08%	No change	4,345	$384K
Eclectic Associates Inc.	0.11%	Add +44.5%	4,334	$383K
Willow Creek Wealth Management Inc.	0.04%	Add +0.8%	4,306	$381K
Bouchey Financial Group, Ltd.	0.03%	Add +1.7%	4,303	$380K
Quantum Private Wealth, LLC	0.12%	No change	4,291	$379K
Parcion Private Wealth LLC	0.03%	New	4,288	$379K
GW&K Investment Management, LLC	0.00%	Add +53.6%	4,280	$378K
Fortitude Advisory Group L.L.C.	0.23%	No change	4,273	$378K
Kingswood Wealth Advisors, LLC	0.03%	Add +40.3%	4,273	$378K
MRP Capital Investments, LLC	0.34%	Add +66.1%	4,271	$378K
Legacy Wealth Management, LLC / MS	0.15%	Reduce -51.1%	4,268	$377K
Community Bank of Raymore	0.29%	No change	4,229	$374K
Blue Zone Wealth Advisors, LLC	0.11%	Add +0.9%	4,228	$374K
Dechtman Wealth Management, LLC	0.07%	Reduce -13.6%	4,217	$373K
Wellington Management Group LLP	0.00%	No change	4,200	$371K
Fisher Asset Management	0.00%	New	4,199	$371K
Colorado Capital Management, Inc.	0.18%	Reduce -3.8%	4,199	$371K
Duncan Williams Asset Management, LLC	0.15%	Reduce -0.6%	4,191	$370K
First Manhattan Co. Llc.	0.00%	Add +20.2%	4,189	$370K
Arrow Financial Corp	0.04%	Reduce -1.3%	4,166	$368K
Sentinel Trust Co. Lba	0.04%	No change	4,165	$368K
Redhawk Wealth Advisors, Inc.	0.05%	Add +0.4%	4,156	$367K
Versant Capital Management, Inc	0.08%	No change	4,144	$366K
First County Bank	0.20%	No change	4,120	$364K
Wealthspire Retirement, LLC	0.03%	Reduce -18.4%	4,116	$364K
Integral Investment Advisors, Inc.	0.12%	No change	4,116	$364K
CRA Financial Services, LLC	0.06%	Add +0.7%	4,106	$363K
Old Mission Investment Co LLC	0.11%	No change	4,100	$362K
BankPlus Trust Department	0.12%	—	4,095	$362K
Novus Advisors, LLC	0.36%	—	4,073	$360K
Lutz Financial Services LLC	0.03%	No change	4,068	$360K
Sage Financial Management Group, Inc.	0.13%	No change	4,059	$359K
Betterment LLC	0.00%	Add +0.9%	4,066	$359K
Arbor Investment Advisors, LLC	0.05%	Reduce -2.5%	4,055	$358K
Clayton Financial Group LLC	0.13%	Add +0.3%	4,036	$357K
Aprio Wealth Management, LLC	0.05%	Reduce -0.6%	4,035	$357K
Baker Avenue Asset Management, LP	0.01%	Reduce -8.7%	4,031	$356K
Magnus Financial Group LLC	0.03%	Add +0.3%	4,027	$356K
HTLF Bank	0.04%	Reduce -2.9%	4,022	$356K
Phoenix Wealth Advisors	0.15%	No change	4,001	$354K
Pension & Wealth Management Advisors, Inc.	0.14%	New	4,000	$354K
REDW Wealth LLC	0.12%	Reduce -35.4%	4,000	$354K
KMG Fiduciary Partners, LLC	0.03%	Add +0.1%	3,998	$353K
National Bank of Canada	0.00%	Add +157.9%	3,993	$353K
AdvisorNet Financial, Inc	0.03%	Add +3.8%	3,976	$351K
Avantax Planning Partners, Inc.	0.01%	Reduce -5.4%	3,961	$350K
Prairie Wealth Advisors, Inc.	0.17%	No change	3,960	$350K
Rockwood Wealth Management, LLC	0.04%	New	3,950	$349K
Diversified Portfolios, Inc.	0.04%	Reduce -1.7%	3,950	$349K
Federation des caisses Desjardins du Quebec	0.00%	No change	3,936	$348K
Capital Analysts, LLC	0.01%	Add +11.8%	3,922	$346K
First National Advisers, LLC	0.06%	No change	3,900	$345K
RFG Advisory, LLC	0.01%	Add +10.3%	3,889	$344K
Valley National Advisers Inc.	0.06%	No change	3,888	$343K
Bernardo Wealth Planning LLC	0.08%	No change	3,911	$343K
Unionview, LLC	0.25%	Add +0.3%	3,874	$342K
Uptick Partners, LLC	0.12%	Add +7.3%	3,842	$340K
Bell Bank	0.03%	Reduce -5.7%	3,842	$340K
Wedgewood Investors Inc.	0.40%	Reduce -4.1%	3,840	$339K
Trail Ridge Investment Advisors, LLC	0.16%	Add +4.5%	3,838	$339K
American Financial & Tax Strategies Inc.	0.18%	Reduce -0.5%	3,835	$339K
Arkadios Wealth Advisors	0.02%	Add +17.5%	3,835	$339K
Waterfront Wealth Inc.	0.08%	Add +0.0%	3,825	$338K
PACK Private Wealth, LLC	0.20%	No change	3,822	$338K
Financial Alternatives, Inc	0.24%	No change	3,814	$337K
V2 Financial group LLC	0.20%	No change	3,800	$336K
Clark Capital Management Group, Inc.	0.00%	New	3,785	$335K
Evermay Wealth Management LLC	0.05%	No change	3,784	$335K
CPA Asset Management Group, LLC	0.16%	Reduce -0.9%	3,779	$334K
RFG - Bristol Wealth Advisors, LLC	0.11%	—	3,776	$334K
Sax Wealth Advisors, LLC	0.03%	No change	3,749	$331K
Good Life Advisors, LLC	0.02%	Reduce -34.0%	3,748	$331K
Park Place Capital Corp	0.09%	Add +31.1%	3,723	$329K
Mitchell McLeod Pugh & Williams Inc.	0.07%	No change	3,722	$329K
Winthrop Capital Management, LLC	0.09%	New	3,716	$329K
IMS Capital Management	0.15%	No change	3,700	$327K
Mission Creek Capital Partners, Inc.	0.07%	No change	3,680	$325K
Adirondack Trust Co.	0.12%	No change	3,659	$323K
Revolve Wealth Partners, LLC	0.05%	New	3,656	$323K
Cordgrass Capital Advisors, LLC	0.09%	Add +11.5%	3,623	$320K
Landmark Wealth Management, LLC	0.14%	Reduce -1.0%	3,623	$320K
Victory Financial Group, LLC	0.08%	—	3,618	$320K
Legacy Wealth Asset Management, LLC	0.09%	New	3,616	$320K
LBMC Investment Advisors, LLC	0.03%	No change	3,608	$319K
United Community Bank	0.12%	Reduce -2.3%	3,596	$318K
Poehling Capital Management, INC.	0.08%	No change	3,588	$317K
Burling Wealth Partners, LLC	0.06%	—	3,580	$316K
D. Scott Neal, Inc.	0.17%	No change	3,560	$315K
Kavar Capital Partners Group, LLC	0.05%	Reduce -1.2%	3,558	$315K
Madden Advisory Services, Inc.	0.15%	Add +0.3%	3,544	$313K
United Bank	0.04%	Reduce -68.8%	3,537	$313K
Topel & Distasi Wealth Management, LLC	0.13%	Reduce -26.1%	3,532	$312K
Howland Capital Management LLC	0.01%	Reduce -35.1%	3,516	$311K
Wise Wealth Partners	0.77%	—	3,511	$310K
Nixon Peabody Trust Co.	0.03%	New	3,500	$309K
ARS Wealth Advisors Group, LLC	0.04%	Add +0.1%	3,498	$309K
Von Berge Wealth Management Group, LLC	0.19%	Add +0.1%	3,314	$308K
Townsend Asset Management Corp. /NC/	0.11%	Add +10.4%	3,477	$307K
Personal Cfo Solutions, LLC	0.06%	New	3,475	$307K
Bruce G. Allen Investments, LLC	0.25%	Add +0.3%	3,475	$307K
Tobias Financial Advisors, Inc.	0.06%	No change	3,464	$306K
Journey Beyond Wealth, LLC	0.29%	—	3,448	$305K
Boston Common Asset Management, LLC	0.01%	No change	3,444	$304K
Associated Banc-Corp	0.01%	Reduce -0.3%	3,418	$302K
Tritonpoint Wealth, LLC	0.03%	Add +12.0%	3,406	$301K
Acima Private Wealth, LLC	0.10%	No change	3,404	$301K
JGP Wealth Management, LLC	0.04%	New	3,394	$300K
Detalus Advisors, LLC	0.10%	Reduce -6.7%	3,389	$300K
Tennessee Valley Asset Management Partners	0.05%	Add +0.2%	3,368	$298K
Relyea Zuckerberg Hanson LLC	0.04%	Add +0.0%	3,358	$297K
Biltmore Family Office, LLC	0.05%	Reduce -57.9%	3,347	$296K
Texas Yale Capital Corp.	0.01%	Add +31.6%	3,330	$294K
Union Savings Bank	0.14%	No change	3,329	$294K
Fragasso Financial Advisors Inc	0.02%	Reduce -7.2%	3,315	$293K
Aaron Wealth Advisors LLC	0.03%	No change	3,310	$293K
Guyasuta Investment Advisors Inc.	0.02%	No change	3,300	$292K
O'ROURKE & COMPANY, Inc	0.14%	No change	3,299	$292K
Everhart Financial Group, Inc.	0.06%	No change	3,289	$291K
New Covenant Trust Company, N.A.	0.29%	Reduce -1.6%	3,275	$290K
Meridian Investment Counsel Inc.	0.09%	No change	3,275	$290K
Jane Street Group, LLC	0.00%	Reduce -77.5%	3,268	$289K
North Point Portfolio Managers Corp.	0.05%	Add +1.3%	3,254	$288K
LVZ, Inc.	0.04%	No change	3,249	$287K
Trexquant Investment LP	0.00%	New	3,246	$287K
Octavia Wealth Advisors, LLC	0.03%	No change	3,237	$286K
Mutual Advisors, LLC	0.01%	Reduce -3.1%	3,138	$286K
AlTi Global, Inc.	0.01%	No change	3,216	$284K
Three Cord True Wealth Management, LLC	0.24%	—	3,203	$283K
Vaughan David Investments LLC	0.01%	No change	3,194	$282K
Enterprise Bank & Trust Co	0.09%	No change	3,190	$282K
Riverview Trust Co	0.26%	No change	3,180	$281K
Congress Asset Management Co.	0.00%	New	3,180	$281K
Formidable Asset Management, LLC	0.05%	No change	3,160	$279K
Crewe Advisors LLC	0.04%	No change	3,160	$279K
Objectivity Squared, LLC	0.19%	Add +0.3%	3,168	$278K
Armstrong Henry H Associates Inc.	0.03%	No change	3,130	$277K
Regal Investment Advisors LLC	0.02%	Reduce -84.3%	3,123	$276K
Emerald Advisors, LLC	0.04%	No change	3,117	$276K
Quartz Partners, LLC	0.17%	Reduce -29.9%	3,102	$274K
Petros Family Wealth, LLC	0.30%	—	3,096	$274K
Marble Harbor Investment Counsel, LLC	0.03%	No change	3,095	$274K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	0.04%	No change	3,084	$273K
Noble Wealth Management PBC	0.19%	—	3,076	$272K
Main Line Retirement Advisors, LLC	0.18%	Add +0.4%	3,075	$272K
Peak Asset Management, LLC	0.05%	No change	3,075	$272K
Exchange Capital Management, Inc.	0.04%	New	3,074	$272K
SignalPoint Asset Management, LLC	0.07%	No change	3,063	$271K
Great Oak Capital Partners, LLC	0.09%	No change	3,049	$269K
Chancellor Financial Group WB LP	0.22%	—	3,045	$269K
Brookstone Capital Management	0.00%	New	3,034	$268K
Marshall & Sterling Wealth Advisors Inc.	0.19%	—	3,033	$268K
1834 Investment Advisors Co.	0.03%	No change	3,028	$268K
Weaver Consulting Group	0.08%	No change	3,024	$267K
Scotia Capital Inc.	0.00%	Add +0.8%	3,024	$267K
Ulland Investment Advisors, LLC	0.18%	No change	3,025	$267K
TPG Advisors LLC	0.21%	No change	3,020	$267K
Arete Wealth Advisors, LLC	0.02%	Add +0.1%	3,008	$266K
DHJJ Financial Advisors, Ltd.	0.10%	No change	3,000	$265K
Grey Ledge Advisors, LLC	0.07%	No change	2,975	$263K
FF Advisors,LLC	0.18%	No change	2,839	$263K
CWA Asset Management Group, LLC	0.01%	No change	2,974	$263K
Savvy Advisors, Inc.	0.03%	Reduce -5.4%	2,968	$262K
Galvin, Gaustad & Stein, LLC	0.02%	No change	2,964	$262K
GHP Investment Advisors, Inc.	0.01%	No change	2,963	$262K
Marino, Stram & Associates LLC	0.06%	Add +0.3%	2,963	$262K
TFG Advisers LLC	0.09%	Add +0.3%	2,960	$262K
Tableaux LLC	0.22%	—	2,960	$262K
Fairhaven Wealth Management, LLC	0.08%	No change	2,958	$261K
Royal Harbor Partners, LLC	0.10%	No change	2,948	$261K
First Bank & Trust	0.05%	No change	2,943	$260K
Assetmark, Inc.	0.00%	Add +52.7%	2,938	$260K
Summit Wealth & Retirement Planning, Inc.	0.08%	New	2,924	$259K
Enzi Wealth	0.10%	No change	2,795	$258K
Apexium Financial, LP	0.02%	Reduce -0.5%	2,923	$258K
TAGStone Capital, Inc.	0.13%	No change	2,915	$258K
Fidelity D & D Bancorp Inc.	0.17%	Add +0.6%	2,905	$257K
TruWealth Advisors, LLC	0.02%	No change	2,905	$257K
Liberty Square Wealth Partners LLC	0.09%	—	2,782	$257K
Romano Brothers and Company	0.03%	Reduce -10.9%	2,904	$257K
Main Street Financial Solutions, LLC	0.03%	New	2,896	$256K
Davis Investment Partners, LLC	0.11%	No change	2,868	$255K
Baring Financial LLC	0.23%	—	2,859	$253K
Thrive Wealth Management, LLC	0.05%	Add +8.4%	2,856	$252K
Stephenson & Company, Inc.	0.17%	No change	2,850	$252K
Enclave Advisors LLC	0.04%	Add +0.0%	2,847	$252K
Ameriflex Group, Inc.	0.12%	—	2,729	$251K
PCA Investment Advisory Services Inc.	0.12%	No change	2,826	$250K
Argent Capital Management LLC	0.01%	New	2,810	$248K
Serenus Wealth Advisors, LLC	0.04%	—	2,808	$248K
TigerOak Management, L.L.C.	0.09%	—	2,807	$248K
American Money Management, LLC	0.05%	No change	2,800	$248K
TCTC Holdings, LLC	0.01%	No change	2,795	$247K
Nautilus Advisors LLC	0.20%	—	2,787	$246K
Olistico Wealth, LLC	0.14%	Add +0.1%	2,771	$245K
Wealth Group Ltd	0.07%	No change	2,753	$243K
Asio Capital, LLC	0.05%	Add +18.9%	2,734	$242K
Archford Capital Strategies, LLC	0.04%	Add +1.0%	2,726	$241K
HighMark Wealth Management LLC	0.14%	No change	2,722	$241K
Perkins Coie Trust Co	0.05%	No change	2,720	$240K
Gallagher Fiduciary Advisors, LLC	0.05%	New	2,711	$240K
Horizons Wealth Management	0.19%	No change	2,707	$239K
Aspen Investment Management Inc	0.11%	No change	2,700	$239K
Abundance Wealth Counselors	0.05%	Reduce -7.4%	2,698	$239K
Alaethes Wealth, LLC	0.09%	No change	2,703	$239K
Tortoise Investment Management, LLC	0.03%	No change	2,700	$239K
Mason Investment Advisory Services, Inc.	0.01%	Add +0.1%	2,696	$238K
jvl associates llc	0.09%	No change	2,676	$237K
Partners Wealth Management, LLC	0.27%	—	2,666	$236K
Fairman Group, LLC	0.19%	Reduce -16.7%	2,665	$236K
McAdam, LLC	0.01%	Add +11.7%	2,664	$235K
MainStreet Investment Advisors LLC	0.03%	No change	2,660	$235K
FSM Wealth Advisors, LLC	0.06%	No change	2,570	$234K
Burney Co./	0.01%	Reduce -0.3%	2,643	$234K
Silverleafe Capital Partners, LLC	0.07%	No change	2,640	$233K
Facet Wealth, Inc.	0.01%	Reduce -9.3%	2,511	$231K
Renasant Bank	0.15%	New	2,612	$231K
Cibc World Market Inc.	0.00%	Add +2.3%	2,604	$230K
Vickerman Investment Advisors, Inc.	0.06%	No change	2,599	$230K
Clear Creek Financial Management, LLC	0.02%	Reduce -17.5%	2,595	$229K
ICONIQ Capital, LLC	0.00%	No change	2,595	$229K
Pure Portfolios Holdings LLC	0.08%	Reduce -2.0%	2,572	$227K
Wellspring Financial Advisors, LLC	0.02%	Reduce -61.2%	2,560	$226K
Strategic Blueprint, LLC	0.01%	Reduce -18.6%	2,558	$226K
IFG Advisory, LLC	0.01%	New	2,557	$226K
Summit X, LLC	0.05%	No change	2,548	$225K
HRT Financial LP	0.00%	New	2,553	$225K
Pacific Sun Financial Corp	0.12%	Reduce -1.9%	2,540	$225K
Front Row Advisors LLC	0.08%	Add +2.0%	2,534	$224K
Hilltop Partners LLC	0.08%	Add +2.1%	2,525	$223K
Accredited Investor Services, LLC	0.18%	—	2,520	$223K
Shared Vision Wealth Group LLC	0.12%	New	2,519	$223K
Baldwin Wealth Partners LLC	0.02%	Reduce -64.5%	2,512	$222K
ARS Investment Partners, LLC	0.02%	No change	2,500	$221K
Alpha Omega Wealth Management LLC	0.04%	Reduce -3.9%	2,498	$221K
Vawter Financial, Ltd.	0.13%	No change	2,492	$220K
Berkshire Asset Management LLC	0.01%	New	2,373	$220K
EverSource Wealth Advisors, LLC	0.01%	No change	2,486	$220K
Consolidated Portfolio Review Corp	0.03%	New	2,474	$219K
Monterey Private Wealth, Inc.	0.07%	Add +0.2%	2,466	$218K
ProVise Management Group, LLC	0.02%	Reduce -7.8%	2,457	$217K
Trust Co. of Vermont	0.01%	Add +3.5%	2,456	$217K
Silver Oak Securities, Incorporated	0.02%	Add +0.5%	2,453	$217K
Keystone Wealth Services, LLC	0.06%	No change	2,448	$216K
Northstar Advisory Group, LLC	0.11%	New	2,433	$215K
Hillman Capital Management, Inc.	0.08%	Reduce -2.3%	2,426	$214K
Ridgeline Wealth, LLC	0.17%	—	2,422	$214K
Frisch Financial Group, Inc.	0.06%	Add +0.3%	2,419	$214K
GDS Wealth Management	0.02%	New	2,414	$213K
Heritage Financial Services, LLC	0.03%	Add +4.9%	2,397	$212K
Vestia Personal Wealth Advisors	0.17%	No change	2,385	$211K
Ignite Planners, LLC	0.05%	Reduce -2.3%	2,355	$211K
First Trust Advisors LP	0.00%	New	2,383	$211K
Compass Ion Advisors, LLC	0.02%	Add +0.7%	2,372	$210K
Creative Capital Management Investments LLC	0.09%	No change	2,368	$209K
Advus Financial Partners, LLC	0.06%	No change	2,366	$209K
Aveo Capital Partners, LLC	0.02%	Add +1.4%	2,364	$209K
Wheelhouse Advisory Group LLC	0.12%	New	2,361	$209K
Willis Johnson & Associates, Inc.	0.02%	Reduce -2.6%	2,360	$209K
WMG Financial Advisors, LLC	0.09%	New	2,354	$208K
Courage Miller Partners, LLC	0.07%	No change	2,354	$208K
Bollard Group LLC	0.01%	Add +0.2%	2,348	$208K
Athena Investment Management	0.12%	Reduce -0.1%	2,352	$208K
Strategic Wealth Partners, Ltd.	0.02%	New	2,247	$207K
Firestone Capital Management	0.05%	No change	2,336	$207K
Members Trust Co	0.01%	New	2,335	$206K
Hancock Whitney Corp.	0.01%	Reduce -1.5%	2,335	$206K
Tyler-Stone Wealth Management	0.04%	Add +0.1%	2,330	$206K
Fairview Capital Investment Management, LLC	0.01%	No change	2,328	$206K
DiNuzzo Private Wealth, Inc.	0.03%	No change	2,325	$206K
Dunhill Financial, LLC	0.10%	No change	2,323	$205K
Horizon Investment Services, LLC	0.09%	Reduce -24.9%	2,323	$205K
SK Wealth Management, LLC	0.10%	No change	2,318	$205K
North Berkeley Wealth Management, LLC	0.21%	—	2,317	$205K
Pitcairn Co.	0.01%	Reduce -63.4%	2,312	$204K
Global Strategic Investment Solutions, LLC	0.02%	No change	2,310	$204K
17 Capital Partners, LLC	0.13%	No change	2,277	$201K
Amplius Wealth Advisors, LLC	0.02%	No change	2,273	$201K
Cassady Schiller Wealth Management, LLC	0.07%	Reduce -2.2%	2,268	$201K
Fiduciary Group, LLC	0.02%	Reduce -48.1%	2,268	$200K
GGM Financial LLC	0.21%	New	2,267	$200K
Warburton Capital Management, LLC	0.15%	—	2,272	$200K
Hazlett, Burt & Watson, Inc.	0.09%	Add +0.0%	2,248	$199K
Ballast Advisors LLC	0.06%	Add +0.2%	2,164	$191K
Carolinas Wealth Consulting LLC	0.04%	Add +0.3%	2,144	$189K
Topsail Wealth Management, LLC	0.04%	—	2,076	$184K
Teachers Insurance & Annuity Association of America	0.24%	No change	2,062	$182K
Laurel Wealth Advisors LLC	0.03%	No change	2,016	$178K
Avalon Trust Co	0.01%	No change	2,000	$177K
Capital Advisors, Ltd. LLC	0.02%	No change	1,952	$173K
Bellevue Asset Management, LLC	0.09%	Add +29.8%	1,954	$173K
WealthCollab, LLC	0.11%	Reduce -42.0%	1,954	$173K
Westwind Capital	0.04%	No change	1,943	$172K
Millstone Evans Group, LLC	0.12%	—	1,932	$171K
Parkworth Wealth Management, Inc.	0.14%	—	1,887	$167K
Fuller & Thaler Asset Management, Inc.	0.00%	New	1,860	$164K
Midwest Capital Advisors, LLC	0.12%	—	1,812	$160K
FWL Investment Management, LLC	0.06%	No change	1,809	$160K
Painted Porch Advisors LLC	0.08%	New	1,800	$159K
Integrity Financial Corp	0.09%	New	1,793	$159K
Balefire, LLC	0.05%	No change	1,770	$156K
Covenant Partners, LLC	0.05%	Reduce -17.9%	1,758	$155K
LGT Financial Advisors LLC	0.34%	Add +0.4%	1,757	$155K
Bogart Wealth, LLC	0.01%	Add +3.4%	1,738	$154K
Aristotle Capital Boston, LLC	0.01%	Reduce -88.7%	1,731	$153K
FSA Wealth Management LLC	0.06%	No change	1,711	$151K
Signaturefd, LLC	0.00%	Reduce -18.7%	1,696	$150K
Beacon Capital Management, LLC	0.02%	Reduce -4.2%	1,680	$149K
Hamilton Point Investment Advisors, LLC	0.03%	No change	1,672	$148K
Concourse Financial Group Securities, Inc.	0.01%	Add +4.2%	1,579	$146K
Lowe Wealth Advisors, LLC	0.06%	Add +172.3%	1,634	$144K
Private Capital Management LLC	0.03%	Reduce -12.3%	1,627	$144K
Rothschild Investment LLC	0.01%	Reduce -19.8%	1,622	$143K
High Note Wealth, LLC	0.04%	New	1,562	$138K
CVA Family Office, LLC	0.02%	No change	1,539	$136K
Financial Freedom, LLC	0.07%	Add +0.1%	1,529	$135K
Edmond DE Rothschild Holding S.A.	0.00%	No change	1,523	$135K
LRI Investments, LLC	0.01%	No change	1,460	$129K
Mechanics Financial Corp	0.06%	No change	1,431	$127K
CNB Bank	0.06%	No change	1,425	$126K
Medallion Wealth Advisors, LLC	0.06%	—	1,420	$126K
Capital Investment Advisory Services, LLC	0.01%	Add +32.1%	1,379	$122K
Morris Financial Concepts, Inc.	0.05%	No change	1,364	$121K
Elevation Wealth Partners, LLC	0.05%	Reduce -4.2%	1,345	$119K
Motco	0.01%	No change	1,308	$116K
Glen Eagle Advisors, LLC	0.02%	No change	1,292	$114K
Vermillion & White Wealth Management Group, LLC	0.08%	Reduce -3.8%	1,276	$113K
Provenance Wealth Advisors, LLC	0.01%	No change	1,275	$113K
New Republic Capital, LLC	0.07%	Reduce -89.3%	1,271	$112K
Darwin Wealth Management, LLC	0.04%	Add +0.7%	1,269	$112K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.00%	No change	1,209	$111K
Hemington Wealth Management	0.03%	No change	1,239	$109K
Truvestments Capital LLC	0.03%	No change	1,227	$108K
Anchor Investment Management, LLC	0.01%	Add +3.5%	1,209	$107K
Marquette Associates, Inc.	0.09%	New	1,197	$106K
Key Financial Inc	0.02%	Add +7.9%	1,144	$101K
Capital Investment Counsel, Inc	0.01%	No change	1,114	$98K
Financial Perspectives, Inc	0.03%	No change	1,085	$96K
Wintrust Investments LLC	0.08%	Reduce -14.0%	1,065	$94K
West Financial Advisors, LLC	0.02%	No change	1,040	$92K
Arcadia Investment Advisors LLC	0.05%	Reduce -16.3%	1,038	$92K
Koesten, Hirschmann & Crabtree, INC.	0.05%	Reduce -4.8%	1,000	$88K
Comprehensive Financial Planning, Inc.	0.07%	—	990	$88K
Hopwood Financial Services, Inc.	0.06%	—	945	$84K
Ridgewood Investments LLC	0.04%	No change	928	$82K
Asset Dedication, LLC	0.01%	Add +5.7%	887	$78K
Morse Asset Management, Inc	0.02%	Reduce -0.5%	870	$77K
Washington Trust Advisors, Inc.	0.01%	Add +6.2%	823	$73K
Pittenger & Anderson Inc.	0.00%	No change	766	$68K
MPWM Advisory Solutions, LLC	0.05%	—	766	$68K
Cetera Trust Company, N.A	0.04%	No change	750	$66K
Barrett & Company, Inc.	0.03%	No change	749	$66K
SIMA Wealth Partners, LLC	0.06%	Reduce -8.8%	747	$66K
Redwood Park Advisors LLC	0.06%	—	729	$64K
Aspetuck Financial Management LLC	0.05%	—	706	$62K
Ransom Advisory, Ltd	0.03%	No change	706	$62K
American Capital Advisory, LLC	0.03%	No change	675	$60K
Transamerica Financial Advisors, LLC	0.01%	Reduce -4.3%	661	$59K
Rialto Wealth Management, LLC	0.02%	—	667	$59K
ORG Partners LLC	0.01%	No change	655	$58K
GPS Wealth Strategies Group, LLC	0.01%	No change	639	$57K
Colony Family Offices, LLC	0.02%	No change	638	$56K
Wingate Wealth Advisors, Inc.	0.05%	—	622	$55K
First Command Advisory Services, Inc.	0.00%	No change	619	$55K
Morling Financial Advisors, LLC	0.02%	No change	612	$54K
Oarsman Capital, Inc.	0.01%	No change	611	$54K
Concord Wealth Partners	0.01%	New	610	$54K
Fiduciary Advisors, Inc.	0.05%	—	609	$54K
Robinswood Financial LLC	0.02%	Add +0.3%	597	$53K
Copia Wealth Management	0.05%	—	580	$51K
Archer Investment Corp	0.01%	No change	571	$50K
Raleigh Capital Management Inc.	0.02%	Add +28.1%	534	$47K
Stonebridge Financial Group, LLC	0.01%	—	534	$47K
Realta Investment Advisors	0.02%	No change	519	$46K
Private Wealth Management Group, LLC	0.02%	No change	518	$46K
Financial Gravity Companies, Inc.	0.01%	Add +54.2%	512	$45K
Cedar Mountain Advisors, LLC	0.01%	No change	509	$45K
New Millennium Group LLC	0.03%	Reduce -2.1%	501	$44K
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
Oliver Lagore Vanvalin Investment Group	0.01%	No change	468	$41K
Rise Advisors, LLC	0.02%	Add +0.4%	468	$41K
Field & Main Bank	0.01%	New	466	$41K
Highline Wealth Partners LLC	0.01%	No change	466	$41K
Provident Wealth Management, LLC	0.01%	New	460	$41K
Transcendent Capital Group LLC	0.02%	Reduce -12.2%	459	$41K
Marshall Investment Management, LLC	0.02%	—	454	$40K
Pacific Center for Financial Services	0.01%	No change	448	$40K
Legacy Investment Solutions, LLC	0.03%	Add +50.4%	427	$39K
Legacy Wealth Managment, LLC	0.03%	Add +50.4%	427	$39K
Moisand Fitzgerald Tamayo, LLC	0.01%	Reduce -25.4%	418	$37K
Wolff Wiese Magana LLC	0.02%	Reduce -32.3%	416	$37K
2UniFi Bank	0.02%	—	408	$36K
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	$34K
WR Wealth Planners, LLC	0.01%	Add +392.0%	369	$33K
Hoese & Co LLP	0.03%	New	366	$32K
Northwest Bank & Trust Co	0.02%	No change	320	$31K
Future Financial Wealth Managment LLC	0.02%	No change	343	$30K
Paladin Advisory Group, LLC	0.02%	No change	337	$30K
Coppell Advisory Solutions LLC	0.00%	Reduce -48.5%	330	$29K
Fairscale Capital, LLC	0.02%	New	302	$27K
Peoples Financial Services Corp.	0.01%	No change	300	$27K
First Pacific Financial	0.01%	New	300	$27K
Godsey & Gibb, Inc.	0.00%	No change	300	$27K
SJS Investment Consulting Inc.	0.00%	No change	295	$26K
NFSG Corp	0.01%	New	285	$25K
Roxbury Financial LLC	0.02%	—	259	$25K
Crews Bank & Trust	0.00%	—	275	$24K
Running Point Capital Advisors, LLC	0.01%	No change	268	$24K
Pin Oak Investment Advisors Inc.	0.02%	No change	247	$22K
Fourth Dimension Wealth, LLC	0.01%	—	243	$22K
Christopher J. Hasenberg, Inc	0.01%	No change	241	$21K
Glass Jacobson Investment Advisors llc	0.01%	No change	236	$21K
Global Trust Asset Management, LLC	0.01%	No change	225	$20K
Synergy Investment Management, LLC	0.01%	—	224	$20K
Retirement Wealth Solutions LLC	0.02%	—	222	$19K
Aventura Private Wealth, LLC	0.01%	—	213	$19K
Van Hulzen Asset Management, LLC	0.00%	New	208	$18K
Consultiva Wealth Management, Corp.	0.09%	New	206	$18K
Clearstead Trust, LLC	0.00%	No change	200	$18K
Westside Investment Management, Inc.	0.00%	No change	200	$18K
Atticus Wealth Management, LLC	0.01%	Add +3.8%	191	$17K
Gables Capital Management Inc.	0.01%	No change	190	$17K
Core Alternative Capital	0.00%	No change	190	$17K
McIlrath & Eck, LLC	0.00%	No change	182	$16K
Main Management LLC	0.00%	Reduce -16.5%	167	$15K
Eukles Asset Management	0.01%	No change	166	$15K
Transce3nd, LLC	0.00%	—	161	$14K
West Branch Capital LLC	0.00%	No change	160	$14K
Armstrong Advisory Group, Inc.	0.00%	No change	159	$14K
EPG Wealth Management LLC	0.00%	New	151	$13K
Contravisory Investment Management, Inc.	0.00%	New	149	$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%	No change	141	$12K
Annis Gardner Whiting Capital Advisors, LLC	0.00%	Add +59.8%	131	$12K
NWK Group, Inc.	0.00%	No change	128	$11K
Tower Research Capital LLC (TRC)	0.00%	Reduce -99.9%	128	$11K
IAG Wealth Partners, LLC	0.00%	New	126	$11K
Tucker Asset Management LLC	0.00%	Reduce -18.9%	124	$11K
Flagship Wealth Advisors, LLC	0.01%	—	109	$10K
Mendota Financial Group, LLC	0.01%	No change	101	$9K
Smartleaf Asset Management LLC	0.00%	Reduce -8.7%	94	$8K
Sellwood Investment Partners LLC	0.00%	—	92	$8K
Hilltop National Bank	0.00%	No change	87	$8K
Jackson, Grant Investment Advisers, Inc.	0.00%	Add +1.3%	79	$7K
Runnymede Capital Advisors, Inc.	0.01%	—	72	$6K
Peoples Bank	0.00%	No change	71	$6K
Sound Income Strategies, LLC	0.00%	Add +14.6%	55	$5K
Lanark Financial, Inc.	0.33%	—	40	$4K
Frazier Financial Advisors, LLC	0.00%	New	39	$3K
VSM Wealth Advisory, LLC	0.00%	—	39	$3K
Abound Wealth Management	0.00%	No change	39	$3K
Northwest Capital Management Inc	0.00%	No change	34	$3K
Synergy Asset Management, LLC	0.00%	New	32	$3K
Rosenberg Matthew Hamilton	0.00%	No change	26	$2K
Capital A Wealth Management, LLC	0.00%	—	25	$2K
Quest 10 Wealth Builders, Inc.	0.00%	—	25	$2K
Howe & Rusling Inc.	0.00%	New	22	$2K
IFS Advisors, LLC	0.00%	New	22	$2K
Birchbrook, Inc.	0.00%	New	21	$2K
10Elms LLP	0.00%	—	20	$2K
Caitlin John, LLC	0.00%	No change	20	$2K
Insight Inv LLC	0.00%	New	14	$1K
Eagle Bay Advisors LLC	0.00%	No change	14	$1K
Horizon Investments, LLC	0.00%	New	14	$1K
Winch Advisory Services, LLC	0.00%	No change	13	$1K
Avion Wealth	0.00%	No change	22	$1K
EnRich Financial Partners LLC	0.00%	No change	10	$884
Logan Capital Management Inc.	0.00%	New	10	$884
Creekmur Asset Management LLC	0.00%	No change	9	$796
Luminist Capital LLC	0.00%	—	8	$707
SYM FINANCIAL Corp	0.00%	No change	5	$454
Ruedi Wealth Management, Inc.	0.00%	New	5	$442
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.