iShares Russell Mid-Cap ETFIWRETF

13F holders, Q3 2025 (September 30)

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

1,431holders −13

69new positions

65sold out

4famous investors

$96.47avg. 13F price*

At the end of Q3 2025, 1,431 institutions reported holding iShares Russell Mid-Cap ETF (IWR) in their 13F filings, down 13 from Q2 2025. 69 opened new positions and 65 sold out. The largest holders were Jones Financial Companies LLLP ($7.2B), Bank of America Corp. ($6.0B) and Wells Fargo & Company ($3.9B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'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 2025 → Q3 2025

	Institutions	Total Value
New Positions	69	$32.0M
Exits	65	$42.7M

All 13F filers, Q2 2025 → Q3 2025: 15,835,318 shares bought and 4,829,010 shares sold, net +11,006,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,431 holders


Jones Financial Companies LLLP	4.94%	Add +8.1%	75,344,008	$7.2B
Bank of America Corp.	0.45%	Add +2.6%	62,427,165	$6.0B
Wells Fargo & Company	0.80%	Add +2.7%	40,247,719	$3.9B
US Bancorp \de	1.56%	Reduce -2.0%	13,639,666	$1.3B
PNC Financial Services Group, Inc.	0.75%	Reduce -1.2%	12,747,480	$1.2B
Morgan Stanley	0.06%	Reduce -2.7%	10,337,681	$998.1M
Bank of New York Mellon Corp	0.17%	Add +1.2%	10,022,446	$967.7M
Northern Trust Corp.	0.12%	Add +1.4%	9,804,635	$946.6M
Baird Financial Group, Inc.	1.31%	Add +3.0%	8,458,447	$816.7M
Royal Bank of Canada	0.12%	Add +13.1%	7,006,753	$676.5M
JPMorgan Chase & Co.	0.04%	Add +0.7%	6,623,770	$639.5M
UBS Group AG	0.11%	Add +11.7%	6,019,885	$581.2M
Truist Financial Corp.	0.55%	Add +6.1%	4,194,401	$405.0M
FMR LLC	0.02%	Reduce -0.4%	4,046,673	$390.7M
Envestnet Asset Management Inc.	0.11%	Reduce -0.4%	4,039,043	$390.0M
AMG National Trust Bank	8.94%	Add +0.0%	3,798,130	$366.7M
Tiaa Trust, National Association	0.78%	Reduce -6.5%	3,336,167	$322.1M
LPL Financial LLC	0.09%	Add +5.2%	3,206,867	$309.6M
Ameriprise Financial Inc.	0.07%	Reduce -10.9%	3,153,946	$304.1M
CIBC Private Wealth Group LLC	0.49%	Add +0.5%	2,960,600	$285.8M
Raymond James Financial Inc.	0.09%	Add +3.0%	2,790,711	$269.4M
Johnson Investment Counsel Inc.	2.16%	Add +2.2%	2,671,300	$257.9M
Cetera Investment Advisers	0.24%	Add +91.4%	2,175,090	$210.0M
Fifth Third Bancorp	0.64%	Reduce -1.5%	2,056,894	$198.6M
Goldman Sachs Group Inc.	0.03%	Reduce -23.6%	1,996,398	$192.8M
Pathstone Holdings, LLC	0.73%	Reduce -0.5%	1,970,116	$190.2M
Mariner, LLC	0.22%	Reduce -0.1%	1,733,034	$167.3M
Natixis Advisors, LLC	0.24%	Add +3.0%	1,679,622	$162.2M
Keybank National Association	0.54%	Reduce -3.9%	1,578,799	$152.4M
Commerce Bank	0.80%	Reduce -2.1%	1,498,045	$144.6M
Bank of Montreal	0.06%	Add +3.9%	1,406,458	$135.8M
Glenview Trust Co	1.97%	Add +0.3%	1,289,642	$124.5M
Oakworth Capital, Inc.	6.45%	Add +1.1%	1,156,445	$111.7M
Synovus Financial Corp.	1.24%	Add +1.6%	1,122,081	$108.3M
First Western Trust Bank	4.82%	Reduce -5.7%	1,087,317	$105.0M
Northwestern Mutual Wealth Management Co.	0.07%	Reduce -0.3%	1,069,948	$103.3M
Commonwealth Equity Services, LLC	0.13%	Add +7.5%	1,036,468	$100.1M
Janney Montgomery Scott LLC	0.24%	Reduce -0.8%	1,034,929	$99.9M
German American Bancorp, Inc.	8.22%	Add +2.7%	964,150	$93.1M
WASHINGTON TRUST Co	2.94%	Add +0.0%	928,293	$89.6M
Creative Planning	0.07%	Reduce -0.3%	928,121	$89.6M
Lido Advisors, LLC	0.37%	Reduce -0.7%	918,943	$88.7M
UMB Bank, n.a.	1.29%	Add +2.8%	906,760	$87.5M
JMG Financial Group, Ltd.	2.44%	Reduce -2.1%	889,118	$85.8M
Atlantic Union Bankshares Corp	1.60%	Add +9.0%	877,534	$84.7M
Albion Financial Group	5.10%	Add +0.3%	874,123	$84.4M
Cerity Partners LLC	0.13%	Add +2.7%	852,310	$82.3M
Wealth Enhancement Advisory Services, LLC	0.12%	Reduce -0.2%	826,751	$79.9M
BNP Paribas Financial Markets	0.06%	Add +6.4%	813,444	$78.5M
Clearstead Advisors, LLC	1.08%	Add +0.4%	768,383	$74.2M
Factory Mutual Insurance Co.	0.71%	Reduce -22.5%	758,700	$73.3M
Osaic Holdings, Inc.	0.10%	Add +25.2%	757,243	$73.0M
International City Management Association Retirement Corp	34.62%	No change	702,067	$67.8M
Millburn Ridgefield LLC	1.58%	Reduce -6.5%	685,140	$66.2M
Catalyst Capital Advisors LLC	1.33%	Reduce -6.5%	685,140	$66.2M
Rockefeller Capital Management L.P.	0.13%	Reduce -0.6%	678,409	$65.5M
Badgley Phelps Wealth Managers, LLC	1.34%	Add +1.1%	661,290	$63.8M
Citizens Business Bank	10.50%	Add +1.0%	651,577	$62.9M
Franklin Resources Inc.	0.02%	Reduce -0.6%	647,191	$62.5M
Comerica Bank	0.20%	Add +2.2%	556,927	$53.8M
Mesirow Financial Investment Management, Inc.	0.95%	Add +0.1%	547,963	$52.9M
NorthRock Partners, LLC	0.93%	Add +1296.2%	533,490	$51.5M
HighTower Advisors, LLC	0.06%	Add +0.1%	522,195	$50.4M
Stock Yards Bank & Trust Co.	1.55%	Add +1.8%	510,511	$49.3M
First Foundation Advisors	1.81%	Add +1.5%	507,395	$49.0M
Composition Wealth, LLC	0.73%	Reduce -50.4%	506,822	$48.9M
Country Trust Bank	1.04%	Reduce -0.7%	491,624	$47.5M
Steward Partners Investment Advisory, LLC	0.27%	Add +0.8%	485,977	$46.9M
Cambridge Investment Research Advisors, Inc.	0.13%	Add +0.5%	479,460	$46.3M
Focus Partners Wealth	0.07%	Add +0.5%	469,591	$45.3M
MAI Capital Management	0.26%	Reduce -0.6%	432,002	$41.7M
M&T Bank Corp	0.14%	Reduce -4.5%	431,206	$41.6M
Proficio Capital Partners LLC	2.83%	Add +5042.0%	426,784	$41.2M
Stephens Inc.	0.52%	Add +2.9%	425,786	$41.1M
River Wealth Advisors LLC	4.65%	Add +2.1%	411,559	$39.7M
Kayne Anderson Rudnick Investment Management LLC	0.10%	Add +16.4%	409,596	$39.5M
Stegner Investment Associates Inc.	21.28%	Add +12.7%	401,968	$38.8M
Wealthspire Advisors, LLC	0.20%	Add +1.5%	390,216	$37.7M
BlackRock, Inc.	0.00%	Add +29.3%	382,997	$37.0M
Dakota Wealth Management	0.73%	Reduce -14.7%	375,324	$36.2M
Alerus Financial NA	1.84%	Reduce -2.6%	374,711	$36.2M
Corient Private Wealth LP	0.06%	Reduce -11.2%	374,678	$36.2M
Captrust Financial Advisors	0.07%	Reduce -2.2%	368,581	$35.6M
Coastline Trust Co	3.77%	Add +0.2%	363,830	$35.1M
Gilbert & Cook, Inc.	4.50%	Reduce -4.5%	362,458	$35.0M
Wilmington Savings Fund Society, FSB	0.78%	Reduce -11.7%	336,534	$32.5M
Brown Advisory Inc.	0.04%	Reduce -1.3%	335,400	$32.4M
Consolidated Investment Group LLC	3.83%	No change	323,140	$31.2M
D.A. Davidson & Co.	0.20%	Add +2.0%	318,885	$30.8M
Mercer Global Advisors Inc.	0.05%	Add +81.9%	316,367	$30.5M
Envestnet Portfolio Solutions, Inc.	0.11%	Reduce 0.0%	311,501	$30.1M
Legacy Edge Advisors, LLC	3.46%	Add +10.6%	304,420	$29.4M
Regions Financial Corp.	0.19%	Add +3.3%	301,183	$29.1M
MML Investors Services, LLC	0.08%	Reduce -10.6%	299,467	$28.9M
Thrivent Financial for Lutherans	0.06%	Add +348.1%	292,796	$28.3M
Coldstream Capital Management Inc.	0.38%	Reduce -0.9%	289,768	$28.0M
AE Wealth Management LLC	0.18%	Add +14.3%	286,786	$27.7M
Stifel Financial Corp.	0.02%	Add +9.8%	275,529	$26.6M
Sigma Investment Counselors Inc.	1.36%	Reduce -1.2%	270,667	$26.1M
Hantz Financial Services, Inc.	0.39%	Reduce -0.9%	265,506	$25.6M
Kestra Advisory Services, LLC	0.12%	Reduce -9.9%	261,848	$25.3M
XML Financial, LLC	1.92%	Reduce -2.3%	244,819	$23.6M
Sanctuary Advisors, LLC	0.13%	Add +4.4%	243,308	$23.5M
DT Investment Partners, LLC	1.98%	Add +229.4%	242,426	$23.4M
Cresset Asset Management, LLC	0.10%	Add +12.5%	241,426	$23.3M
Focus Financial Network, Inc.	0.81%	Reduce -1.9%	234,000	$22.6M
Texas Capital Bank Wealth Management Services Inc	1.83%	Reduce -9.9%	229,611	$22.2M
CCG Wealth Management, LLC	10.35%	Add +3.0%	227,502	$22.0M
Miller Investment Management, LP	2.19%	Reduce -0.4%	226,018	$21.8M
Amarillo National Bank	3.78%	Reduce -5.8%	222,511	$21.5M
Legacy Advisors, LLC	2.59%	—	216,908	$20.9M
Stratos Wealth Partners, LTD.	0.25%	Add +7.4%	213,357	$20.6M
Cwm, LLC	0.06%	Add +27.0%	211,867	$20.5M
Fifth Third Wealth Advisors LLC	0.75%	Add +1.4%	211,714	$20.4M
Beacon Pointe Advisors, LLC	0.17%	Reduce -3.9%	210,680	$20.3M
NewEdge Advisors, LLC	0.09%	Add +2.4%	207,178	$20.0M
Bartlett & Co. Wealth Management LLC	0.26%	Reduce -2.9%	205,454	$19.8M
Whittier Trust Co. of Nevada Inc.	0.42%	Reduce -1.2%	202,682	$19.7M
Whittier Trust Co.	0.20%	Reduce -0.8%	183,632	$17.9M
Sonata Capital Group Inc.	6.57%	Reduce -0.2%	184,303	$17.8M
PFW Advisors LLC	5.20%	Reduce -0.5%	182,133	$17.6M
Equitable Holdings, Inc.	0.13%	Add +3.1%	181,916	$17.6M
Waverly Advisors, LLC	0.17%	Add +2.6%	177,047	$17.1M
Private Advisor Group, LLC	0.08%	Reduce -5.3%	174,492	$16.8M
First Citizens Bank & Trust Co.	0.36%	Add +4.6%	171,947	$16.6M
&partners	0.11%	Reduce -1.8%	171,173	$16.5M
Culbertson A N & Co. Inc.	2.32%	Reduce -0.0%	169,888	$16.4M
Alliancebernstein L.P.	0.01%	Add +6.4%	167,624	$16.2M
Avidian Wealth Enterprises, LLC	0.61%	Reduce -4.5%	167,508	$16.2M
Koss-Olinger Consulting, LLC	1.33%	Reduce -0.3%	175,580	$16.1M
Robertson Stephens Wealth Management, LLC	0.49%	Add +29.8%	167,240	$16.1M
Bradley Foster & Sargent Inc.	0.24%	Add +0.3%	166,758	$16.1M
Bank of Nova Scotia	0.03%	Reduce 0.0%	165,390	$16.0M
Unique Wealth, LLC	2.34%	Reduce -0.3%	165,323	$16.0M
Patton Fund Management, Inc.	2.85%	Reduce -0.8%	164,399	$15.9M
Woodstock Corp.	1.37%	Reduce -0.1%	163,711	$15.8M
Bokf, NA	0.24%	Reduce -2.4%	163,538	$15.8M
Bristlecone Advisors, LLC	1.32%	Add +0.1%	163,187	$15.8M
Fidelis Capital Partners, LLC	1.22%	Add +0.3%	161,799	$15.6M
LJI Wealth Management, LLC	2.70%	Reduce -2.4%	160,079	$15.5M
Ashton Thomas Private Wealth, LLC	0.40%	Add +60.5%	158,536	$15.3M
Callan Family Office, LLC	0.48%	Reduce -3.5%	157,437	$15.2M
Fox Financial, Inc	12.09%	Reduce -0.1%	157,434	$15.2M
Ullmann Wealth Partners Group, LLC	1.64%	Add +13.6%	155,874	$15.0M
Voya Investment Management LLC	0.02%	Add +18.1%	152,364	$14.7M
Bricktown Capital, LLC	2.42%	No change	152,264	$14.7M
Verdence Capital Advisors LLC	0.84%	Add +24.0%	150,204	$14.7M
VestGen Advisors, LLC	0.48%	Add +6.2%	149,690	$14.5M
Bridges Investment Management Inc.	0.18%	Reduce -0.4%	147,155	$14.2M
Private Wealth Asset Management, LLC	1.60%	Reduce -3.8%	140,225	$13.5M
GGM Financial LLC	6.71%	Add +4.5%	137,704	$13.3M
Blair William & Co.	0.04%	Add +0.1%	137,224	$13.2M
Moody National Bank Trust Division	1.11%	Reduce -0.4%	136,197	$13.1M
Old National Bancorp	0.22%	Reduce -1.5%	133,866	$12.9M
Members Advisory Group LLC	4.56%	Reduce -17.5%	133,486	$12.9M
Washington Trust Bank	0.94%	Reduce -1.1%	132,875	$12.8M
Moneta Group Investment Advisors LLC	0.10%	Add +4.5%	132,523	$12.8M
Strategic Financial Partners, Ltd.	5.79%	Add +33.5%	130,994	$12.6M
Three Bridge Wealth Advisors, LLC	3.25%	Add +1.7%	130,562	$12.6M
Argent Trust Co	0.45%	Reduce -0.7%	130,476	$12.6M
Bailard, Inc.	0.27%	Reduce -1.2%	129,876	$12.5M
Steph & Co.	3.83%	Add +0.8%	129,870	$12.5M
Atlas Legacy Advisors, LLC	2.40%	Reduce -5.6%	128,495	$12.4M
Bessemer Group Inc.	0.02%	Add +67.8%	127,630	$12.3M
Perigon Wealth Management, LLC	0.25%	Add +17.2%	124,412	$12.0M
Taylor & Morgan Wealth Management, LLC	6.98%	Add +1.7%	117,714	$11.4M
Ascent Group, LLC	0.40%	Add +11.8%	117,160	$11.3M
Prime Capital Investment Advisors, LLC	0.14%	Add +0.7%	116,628	$11.3M
Valeo Financial Advisors, LLC	0.26%	Add +37.7%	116,226	$11.2M
Heck Capital Advisors, LLC	0.86%	Add +0.1%	114,600	$11.1M
Proffitt & Goodson Inc.	1.57%	Reduce -1.4%	113,724	$11.0M
Pinnacle Financial Partners Inc	0.26%	Add +2.4%	111,015	$10.7M
Brighton Jones LLC	0.25%	Add +0.1%	108,360	$10.5M
First Horizon Corp.	0.49%	—	108,037	$10.4M
Prairieview Wealth Partners, LLC	9.47%	Add +2.9%	104,456	$10.1M
Stonegate Investment Group, LLC	0.23%	No change	103,348	$10.0M
Campion Asset Management	7.03%	Reduce -2.6%	102,593	$9.9M
Glenmede Investment Management, LP	0.05%	Add +16.8%	101,828	$9.8M
MV Capital Management, Inc.	0.93%	Add +2.5%	100,628	$9.7M
First National Trust Co	0.33%	Reduce -23.4%	100,411	$9.7M
Folger Nolan Fleming Douglas Capital Management, Inc.	0.99%	Reduce -0.6%	98,478	$9.5M
Lodestar Private Asset Management LLC	0.99%	Add +2.4%	98,124	$9.5M
Plan Group Financial, LLC	2.54%	Reduce -9.0%	98,111	$9.5M
Mullaney, Keating & Wright, Inc.	5.17%	Add +4.5%	96,495	$9.3M
StoneX Group Inc.	0.40%	Reduce -1.7%	94,442	$9.1M
Sawgrass Asset Management LLC	1.13%	Reduce -0.1%	94,358	$9.1M
Trust Point Inc.	0.74%	Reduce -2.1%	94,319	$9.1M
Goldstone Financial Group, LLC	1.07%	Add +2.8%	93,542	$9.0M
Full Sail Capital, LLC	0.49%	Reduce -3.9%	92,219	$8.9M
Tanglewood Legacy Advisors, LLC	3.37%	Add +4.0%	90,260	$8.7M
Haverford Trust Co	0.08%	Reduce -1.9%	88,840	$8.6M
Hoxton Planning & Management, LLC	2.74%	Reduce -4.0%	88,266	$8.5M
Simon Quick Advisors, LLC	0.38%	Reduce -1.4%	87,818	$8.5M
West Bancorporation Inc.	4.70%	Reduce -10.8%	87,575	$8.5M
Ieq Capital, LLC	0.03%	Reduce -0.1%	86,557	$8.4M
NewEdge Wealth, LLC	0.12%	Add +3.0%	87,380	$8.3M
Paragon Private Wealth Management, LLC	2.69%	Add +4.7%	85,116	$8.2M
Independence Bank of Kentucky	1.05%	Reduce -1.8%	84,739	$8.2M
Park Avenue Securities LLC	0.06%	Add +6.5%	84,667	$8.2M
Fulton Bank, N.A.	0.28%	Add +1.2%	83,488	$8.1M
Rwa Wealth Partners, LLC	0.09%	Add +0.1%	83,138	$8.0M
Savant Capital, LLC	0.05%	Add +2.2%	82,073	$7.9M
Twin Tree Management, LP	0.36%	Add +42.8%	80,824	$7.8M
Diversified Trust Co.	0.15%	Reduce -5.1%	80,380	$7.8M
Baltimore-Washington Financial Advisors, Inc.	0.33%	Reduce -2.2%	79,961	$7.7M
Citizens Financial Group Inc.	0.10%	Add +10.3%	78,479	$7.6M
Kestra Private Wealth Services, LLC	0.10%	Add +0.7%	78,451	$7.6M
Rossmore Private Capital	0.81%	Reduce -1.6%	78,162	$7.5M
Summit Wealth Partners, LLC	1.35%	Reduce -4.1%	77,392	$7.5M
Salem Investment Counselors Inc.	0.21%	Reduce -0.2%	75,849	$7.3M
Midwest Trust Co	0.10%	Add +1.0%	75,744	$7.3M
Bleakley Financial Group, LLC	0.17%	Reduce -4.1%	75,479	$7.3M
Schneider Downs Wealth Management Advisors, LP	0.86%	No change	75,142	$7.3M
Fifth Third Securities, Inc.	0.49%	Reduce -0.7%	73,774	$7.1M
IFC Advisors LLC	1.30%	Add +1.7%	73,710	$7.1M
Beam Wealth Advisors, Inc.	1.90%	Reduce -3.7%	72,191	$7.0M
Sincerus Advisory, LLC	5.93%	Add +6.7%	71,754	$6.9M
Aptus Capital Advisors, LLC	0.06%	Reduce -0.8%	71,226	$6.9M
Carret Asset Management, LLC	0.67%	Add +0.6%	71,209	$6.9M
Nadler Financial Group, Inc.	0.65%	Reduce -0.7%	71,083	$6.9M
Modera Wealth Management, LLC	0.08%	Add +3.3%	70,637	$6.8M
City Holding Co.	0.85%	Reduce -5.6%	70,141	$6.8M
Tolleson Wealth Management, Inc.	1.04%	Reduce -1.1%	69,685	$6.7M
Forte Asset Management LLC	3.22%	Reduce -0.3%	69,257	$6.7M
Chesapeake Wealth Management	2.04%	Add +3.0%	69,163	$6.7M
First Merchants Corp.	0.25%	Reduce -5.1%	68,902	$6.7M
Integrated Advisors Network LLC	0.28%	Reduce -2.9%	68,403	$6.6M
Summit Financial, LLC	0.10%	Add +1364.9%	68,014	$6.6M
Westshore Wealth, LLC	2.22%	Reduce -3.0%	67,266	$6.5M
Cornerstone Wealth Group, LLC	0.44%	Reduce -4.3%	67,208	$6.5M
Curi Capital, LLC	0.12%	Add +2.0%	66,653	$6.4M
Capital Group Private Client Services, Inc.	0.11%	Add +2.2%	66,534	$6.4M
TABR Capital Management, LLC	4.39%	New	66,387	$6.4M
Orin Green Financial, LLC	2.54%	Reduce -3.0%	65,761	$6.3M
CFM Wealth Partners LLC	0.92%	Reduce -5.8%	65,706	$6.3M
Chicago Partners Investment Group LLC	0.16%	Add +4.9%	64,902	$6.3M
Wesbanco Bank Inc.	0.17%	Add +2.6%	64,834	$6.3M
TCV Trust & Wealth Management, Inc.	0.51%	Add +4.6%	63,652	$6.1M
Citigroup Inc.	0.00%	Reduce -15.4%	63,415	$6.1M
Advisory Services Network, LLC	0.09%	Add +117.0%	63,203	$6.1M
OneDigital Investment Advisors LLC	0.06%	Add +0.7%	62,894	$6.1M
Baron Financial Group, LLC	3.30%	Add +1.6%	62,434	$6.0M
Johnson Financial Group, Inc.	0.22%	Add +16.8%	62,076	$6.0M
Shelton Wealth Management, LLC	2.79%	Add +0.2%	61,966	$6.0M
Sachetta, LLC	2.22%	Add +0.0%	61,731	$6.0M
Dorsey & Whitney Trust CO LLC	0.31%	No change	61,471	$5.9M
Sunburst Financial Group, LLC	1.25%	Reduce -0.4%	61,447	$5.9M
Essex Financial Services, Inc.	0.35%	Reduce -1.3%	61,339	$5.9M
Vanguard Group Inc.	0.00%	Reduce -0.1%	61,280	$5.9M
FineMark National Bank & Trust	0.19%	Add +1.2%	61,231	$5.9M
Twin Focus Capital Partners, LLC	0.74%	Add +0.3%	60,091	$5.8M
Stratos Investment Management, LLC	0.24%	Add +745.3%	59,663	$5.8M
Prospera Financial Services Inc	0.10%	Add +18.9%	59,489	$5.7M
Sound View Wealth Advisors Group, LLC	0.39%	Reduce -0.6%	59,398	$5.7M
New England Private Wealth Advisors LLC	0.75%	Add +1.2%	59,304	$5.7M
Evoke Wealth, LLC	0.12%	Add +0.4%	58,754	$5.7M
Principal Financial Group Inc.	0.00%	Reduce -2.7%	58,719	$5.7M
Triumph Capital Management	1.52%	Reduce -5.2%	58,333	$5.6M
Ames National Corp.	3.34%	Reduce -3.0%	58,202	$5.6M
Matrix Asset Advisors Inc.	0.52%	Add +0.2%	58,017	$5.6M
Cahaba Wealth Management, Inc.	0.40%	Add +0.2%	57,675	$5.6M
Level Four Advisory Services, LLC	0.19%	Reduce -0.1%	57,307	$5.5M
NTV Asset Management LLC	0.60%	Add +3.3%	56,874	$5.5M
St. Johns Investment Management Company, LLC	2.32%	Add +0.4%	56,475	$5.5M
Turtle Creek Wealth Advisors, LLC	0.49%	Reduce -8.9%	56,415	$5.4M
Canopy Partners, LLC	1.82%	Reduce -3.9%	56,297	$5.4M
Conservest Capital Advisors, Inc.	0.50%	Add +0.4%	56,215	$5.4M
Hancock Whitney Corp.	0.10%	Add +1.1%	54,774	$5.3M
Silvercrest Asset Management Group LLC	0.03%	Reduce -1.2%	54,646	$5.3M
United Capital Financial Advisors, LLC	0.04%	Reduce -2.5%	54,289	$5.2M
Canandaigua National Bank & Trust Co.	0.46%	Reduce -1.8%	54,061	$5.2M
Acropolis Investment Management, LLC	0.26%	No change	56,152	$5.2M
Carl P. Sherr & Co., LLC	2.43%	Add +2.5%	53,043	$5.1M
SageView Advisory Group, LLC	0.17%	Add +7.9%	52,017	$5.0M
TD Private Client Wealth LLC	0.11%	Add +6.5%	51,625	$5.0M
FDx Advisors, Inc.	1.48%	Reduce -4.0%	51,739	$5.0M
Smith Thornton Advisors LLC	2.57%	Add +5.4%	50,655	$4.9M
Cullen/Frost Bankers, Inc.	0.06%	Reduce -0.5%	50,432	$4.9M
Prosperity Consulting Group, LLC	0.24%	Add +311.2%	49,972	$4.8M
Principal Securities, Inc.	0.08%	Add +3.2%	49,680	$4.8M
Elyxium Wealth, LLC	1.66%	Add +15.4%	49,400	$4.8M
Texas Capital Bancshares Inc	1.87%	Reduce -40.0%	49,118	$4.7M
Trust Co. of Toledo NA	0.46%	Reduce -8.2%	47,811	$4.6M
NorthCoast Asset Management LLC	0.02%	Reduce -2.5%	47,667	$4.6M
Mycio Wealth Partners, LLC	1.05%	Add +0.2%	47,114	$4.5M
Choreo, LLC	0.06%	Reduce -0.5%	46,541	$4.5M
LPWM LLC	1.20%	Add +11.0%	46,454	$4.5M
Smith Chas P & Associates Pa Cpas	0.39%	Reduce -18.1%	46,300	$4.5M
Samalin Investment Counsel, LLC	1.54%	Add +5.3%	45,962	$4.4M
HB Wealth Management, LLC	0.03%	Add +26.7%	45,847	$4.4M
BTC Capital Management, Inc.	0.30%	Add +1.6%	45,756	$4.4M
Whitegate Investment Counselors, Inc.	1.45%	Add +0.1%	45,615	$4.4M
Smith & Howard Wealth Management, LLC	1.02%	Reduce -1.0%	45,434	$4.4M
Centennial Bank	1.72%	Add +1.6%	45,246	$4.4M
Davidson Trust Co.	1.76%	Add +4.4%	44,262	$4.3M
Greenleaf Trust	0.04%	Reduce -44.8%	44,167	$4.3M
Fiera Capital Corp	0.01%	Reduce -0.9%	44,132	$4.3M
Fort Point Capital Partners LLC	0.54%	Add +2.6%	44,043	$4.3M
Country Club Bank	0.25%	Reduce -13.6%	43,999	$4.2M
Burke & Herbert Bank & Trust Co.	0.90%	Reduce -1.2%	43,538	$4.2M
Ballentine Partners, LLC	0.06%	Add +2.5%	43,173	$4.2M
Farmers & Merchants Investments Inc.	0.12%	No change	42,982	$4.1M
Sequoia Financial Advisors, LLC	0.03%	Reduce -14.5%	42,698	$4.1M
Phillips Financial Management, LLC	0.27%	Add +13.3%	42,514	$4.1M
IHT Wealth Management, LLC	0.10%	Add +1.3%	41,382	$4.0M
Integrated Wealth Concepts LLC	0.04%	Reduce -2.4%	41,228	$4.0M
Quadrant Capital Group LLC	0.13%	Reduce -0.5%	40,476	$3.9M
SCS Capital Management LLC	0.04%	Add +0.0%	40,476	$3.9M
Asset Management Group, Inc.	0.62%	Add +0.3%	39,374	$3.8M
Aspiriant, LLC	0.12%	Reduce -50.2%	39,311	$3.8M
Nvwm, LLC	0.85%	Add +2.1%	39,108	$3.8M
Oppenheimer & Co. Inc.	0.05%	Reduce -0.3%	39,103	$3.8M
Brick & Kyle, Associates	1.39%	Add +0.1%	38,920	$3.8M
Lanark Financial, Inc.	0.29%	Reduce -2.5%	38,858	$3.8M
Gryphon Financial Partners LLC	0.43%	Reduce -14.2%	38,806	$3.7M
Financial Engines Advisors L.L.C.	0.01%	Add +0.6%	37,554	$3.6M
Charles Schwab Trust Co	0.25%	Reduce -1.5%	37,543	$3.6M
Global Retirement Partners, LLC	0.08%	Reduce -0.5%	37,512	$3.6M
Bryn Mawr Trust Advisors, LLC	0.18%	Add +11.5%	37,480	$3.6M
J.W. Cole Advisors, Inc.	0.07%	Add +5.1%	37,479	$3.6M
Kingsview Wealth Management, LLC	0.06%	Add +31.5%	37,312	$3.6M
Greykasell Wealth Strategies, Inc.	1.51%	Reduce -17.2%	37,092	$3.6M
DAVENPORT & Co LLC	0.02%	Add +31.5%	36,800	$3.6M
Bedel Financial Consulting, Inc.	0.45%	Add +4.2%	36,693	$3.5M
Spire Wealth Management	0.12%	Reduce -3.7%	36,588	$3.5M
TFB Advisors LLC	1.02%	Add +4.0%	36,600	$3.5M
Daner Wealth Management, LLC	2.25%	Reduce -0.9%	36,343	$3.5M
Courier Capital LLC	0.20%	Add +0.3%	35,742	$3.5M
Fca Corp.	0.95%	Add +2.9%	35,602	$3.4M
Elgethun Capital Management	0.62%	No change	35,515	$3.4M
Chapin Davis, Inc.	0.84%	Add +0.1%	35,448	$3.4M
Gladstone Institutional Advisory LLC	0.13%	Add +2.7%	35,196	$3.4M
SouthState Bank Corp	0.16%	Add +8.1%	35,040	$3.4M
Mather Group, Llc.	0.03%	No change	35,033	$3.4M
Aft, Forsyth & Company, Inc.	1.62%	Add +0.0%	35,007	$3.4M
Richard P Slaughter Associates Inc	0.72%	Reduce -28.5%	34,771	$3.4M
Highland Capital Management, LLC	0.17%	Reduce -0.2%	34,770	$3.4M
Evergreen Capital Management LLC	0.08%	No change	34,381	$3.3M
Finley Financial, LLC	1.53%	Add +0.5%	34,165	$3.3M
New South Capital Management Inc.	0.15%	No change	33,730	$3.3M
McKinley Carter Wealth Services, Inc.	0.17%	Reduce -3.3%	33,709	$3.3M
Flagstar Securities, Inc.	1.00%	Reduce -15.7%	33,695	$3.3M
Pathway Financial Advisors LLC	0.43%	No change	33,355	$3.2M
Private Trust Co. NA	0.28%	Add +9.7%	33,283	$3.2M
Orion Porfolio Solutions, LLC	0.02%	Add +21.4%	32,775	$3.2M
Oxford Financial Group, LTD. LLC	0.18%	No change	32,569	$3.1M
Atria Investments, Inc	0.04%	Add +23.2%	32,527	$3.1M
Eastern Bank	0.06%	Reduce -0.3%	32,499	$3.1M
Geneos Wealth Management Inc.	0.08%	Reduce -16.6%	32,259	$3.1M
Life Line Wealth Management LLC	0.93%	Reduce -1.1%	31,619	$3.1M
Knightsbridge Asset Management, LLC	0.52%	Reduce -48.9%	31,482	$3.0M
Summit Financial Strategies, Inc.	0.26%	Reduce -0.1%	31,395	$3.0M
Builder Investment Group Inc.	0.68%	Reduce -0.0%	31,156	$3.0M
Allen Investment Management, LLC	0.03%	No change	31,000	$3.0M
World Investment Advisors	0.06%	Reduce -0.6%	30,995	$3.0M
Peapack Gladstone Financial Corp.	0.04%	Reduce -7.6%	30,775	$3.0M
FAS Wealth Partners, Inc.	0.20%	Reduce -1.2%	30,779	$3.0M
Anchor Capital Advisors LLC	0.09%	Reduce -0.1%	30,766	$3.0M
Vigilare Wealth Management	1.03%	Add +67.2%	30,763	$3.0M
Motiv8 Investments LLC	1.58%	Add +1.9%	30,758	$3.0M
Evercore Wealth Management, LLC	0.04%	Reduce -4.9%	30,614	$3.0M
Procyon Advisors, LLC	0.17%	Add +72.5%	30,375	$2.9M
Sowell Financial Services LLC	0.11%	Add +3.0%	30,170	$2.9M
Laird Norton Wetherby Trust Company, LLC	0.50%	No change	29,850	$2.9M
Gilman Hill Asset Management, LLC	0.45%	No change	29,709	$2.9M
HUB Investment Partners, LLC	0.11%	Add +0.7%	29,709	$2.9M
KKM Financial LLC	0.90%	Add +0.2%	29,651	$2.9M
Cozad Asset Management Inc.	0.23%	Reduce -0.9%	29,502	$2.8M
Sigma Planning Corp	0.08%	Reduce -3.0%	29,463	$2.8M
First United Bank & Trust	0.92%	Reduce -0.4%	29,244	$2.8M
Narus Financial Partners, LLC	0.77%	Add +8.7%	29,218	$2.8M
Trivium Point Advisory, LLC	0.29%	Add +11.5%	29,128	$2.8M
Fund Evaluation Group, LLC	0.10%	Reduce -80.6%	29,075	$2.8M
Dover Advisors, LLC	1.11%	Add +1.1%	28,861	$2.8M
Pasadena Private Wealth, LLC	0.40%	No change	28,500	$2.8M
Cahill Financial Advisors Inc.	0.31%	Add +4.8%	28,291	$2.7M
Chokshi & Queen Wealth Advisors, Inc	1.44%	Reduce -5.8%	28,244	$2.7M
JSF Financial, LLC	0.60%	Reduce -0.8%	28,181	$2.7M
Councilor Wealth, LLC	1.26%	No change	28,043	$2.7M
Frank, Rimerman Advisors LLC	0.17%	Add +0.1%	28,028	$2.7M
Grove Bank & Trust	0.32%	Add +9.0%	27,909	$2.7M
Lee, Kelleher & Klein Wealth Management	1.66%	Reduce -1.7%	27,899	$2.7M
Allium Financial Advisors, LLC	2.22%	Add +2.4%	27,841	$2.7M
Smith, Moore & Co.	0.21%	Reduce -1.1%	27,813	$2.7M
Hilltop Wealth Advisors, LLC	1.40%	Add +7.3%	27,792	$2.7M
Naples Global Advisors, LLC	0.20%	Reduce -2.2%	27,232	$2.6M
GAMMA Investing LLC	0.14%	Add +4.6%	27,219	$2.6M
Catalyst Financial Partners LLC	0.32%	Add +1.3%	27,182	$2.6M
Valmark Advisers, Inc.	0.03%	Add +0.7%	27,066	$2.6M
HT Partners LLC	0.80%	No change	26,956	$2.6M
Bfsg, LLC	0.25%	New	26,875	$2.6M
Marquette Asset Management, LLC	0.40%	Reduce -0.6%	26,774	$2.6M
SOA Wealth Advisors, LLC.	0.42%	Add +2.4%	26,613	$2.6M
Resonant Capital Advisors, LLC	0.15%	No change	26,391	$2.5M
JFS Wealth Advisors, LLC	0.15%	Reduce -1.6%	26,115	$2.5M
Dagco, Inc.	0.63%	Reduce -0.8%	25,904	$2.5M
Apollon Wealth Management, LLC	0.04%	Add +3.1%	25,875	$2.5M
Russell Investments Group, Ltd.	0.00%	Add +32.6%	25,842	$2.5M
Litman Gregory Wealth Management LLC	0.18%	No change	25,653	$2.5M
Indiana Trust & Investment Management Co	0.75%	No change	25,425	$2.5M
Quantinno Capital Management LP	0.01%	Add +34.6%	25,353	$2.4M
Goelzer Investment Management, Inc.	0.13%	Reduce -0.9%	25,341	$2.4M
Denver PWM, LLC	0.76%	No change	26,450	$2.4M
Wealthcare Advisory Partners LLC	0.05%	Add +6.2%	25,126	$2.4M
Evensky & Katz LLC	0.14%	Reduce -3.3%	24,774	$2.4M
Retirement Income Solutions, Inc.	0.41%	Add +1.2%	24,771	$2.4M
ABLE Financial Group, LLC	0.51%	Reduce -9.2%	24,585	$2.4M
Busey Bank	0.07%	Reduce -3.1%	24,378	$2.4M
Nations Financial Group Inc, /Ia/	0.14%	Reduce -1.4%	24,038	$2.3M
Middleton & Co. Inc.	0.25%	Reduce -5.9%	23,898	$2.3M
Alley Investment Management Company, LLC	0.27%	Reduce -0.6%	23,809	$2.3M
Pinnacle Associates Ltd.	0.03%	Reduce -2.9%	23,731	$2.3M
Meridian Financial Partners LLC	0.95%	No change	23,482	$2.3M
Oliver Luxxe Assets LLC	0.36%	Reduce -0.5%	23,536	$2.3M
Evernest Financial Advisors, LLC	0.64%	No change	23,507	$2.3M
Merit Financial Group, LLC	0.02%	Reduce -19.8%	23,396	$2.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.48%	No change	23,308	$2.3M
Venture Visionary Partners LLC	0.08%	Add +0.1%	23,246	$2.2M
1900 Wealth Management LLC	0.15%	Reduce -3.2%	23,202	$2.2M
Ellenbecker Investment Group	0.33%	Add +0.2%	22,889	$2.2M
LCNB Corp.	0.77%	Add +3.2%	22,871	$2.2M
BG Investment Services, LLC	2.18%	Reduce -3.4%	22,842	$2.2M
Welch & Forbes LLC	0.03%	Add +0.5%	22,832	$2.2M
Appleton Partners Inc.	0.15%	Reduce -0.0%	22,780	$2.2M
Legacy Trust	0.43%	Add +3.3%	22,540	$2.2M
SVB Wealth LLC	0.12%	New	22,377	$2.2M
St. Clair Advisors, LLC	0.57%	Add +0.4%	22,375	$2.2M
Heritage Wealth Advisors	0.09%	No change	22,305	$2.2M
Venturi Wealth Management, LLC	0.10%	No change	22,280	$2.2M
Renaissance Technologies	0.00%	Reduce -2.2%	22,200	$2.1M
Weatherly Asset Management L. P.	0.18%	Reduce -0.4%	22,086	$2.1M
1ST Source Bank	0.11%	Add +28.3%	21,720	$2.1M
TD Waterhouse Canada Inc.	0.01%	Add +17.0%	21,637	$2.1M
Chesley Taft & Associates LLC	0.09%	Reduce -1.8%	21,573	$2.1M
Fiduciary Trust Co	0.02%	No change	21,331	$2.1M
Parallel Advisors, LLC	0.04%	Reduce -0.8%	21,290	$2.1M
Cornerstone Wealth Management, LLC	0.11%	Add +0.5%	21,223	$2.0M
HORAN Wealth, LLC	0.32%	New	21,102	$2.0M
Manchester Capital Management LLC	0.28%	Reduce -4.5%	21,068	$2.0M
One Capital Management, LLC	0.06%	Reduce -2.3%	21,015	$2.0M
Stratos Wealth Advisors, LLC	0.10%	Add +5.9%	20,963	$2.0M
Sagespring Wealth Partners, LLC	0.04%	Add +11.0%	20,847	$2.0M
Americana Partners, LLC	0.06%	Add +194.0%	20,727	$2.0M
Guardian Wealth Advisors, LLC	1.13%	Reduce -8.4%	20,712	$2.0M
BankPlus Wealth Management LLC	1.18%	Add +2.0%	20,708	$2.0M
Conning Inc.	0.07%	Reduce -73.9%	20,598	$2.0M
Tompkins Financial Corp.	0.17%	Add +109.8%	20,553	$2.0M
Asset Allocation Strategies LLC	0.39%	Reduce -14.6%	20,453	$2.0M
Crescent Grove Advisors, LLC	0.19%	Reduce -0.1%	20,424	$2.0M
Roble, Belko & Company, Inc	0.27%	No change	20,403	$2.0M
Forvis Mazars Wealth Advisors, LLC	0.04%	Reduce -1.6%	20,397	$2.0M
U.S. Capital Wealth Advisors, LLC	0.05%	Reduce -4.2%	20,356	$2.0M
Meridian Wealth Management, LLC	0.07%	Reduce -3.5%	20,235	$2.0M
Waters Parkerson & Co., LLC	0.10%	No change	20,191	$1.9M
Farther Finance Advisors, LLC	0.03%	Add +3.9%	20,158	$1.9M
Allworth Financial LP	0.01%	Add +5.6%	20,158	$1.9M
EverSource Wealth Advisors, LLC	0.08%	Add +1034.0%	19,969	$1.9M
Boston Trust Walden Corp	0.01%	No change	19,725	$1.9M
Ancora Advisors LLC	0.04%	Reduce -2.6%	19,701	$1.9M
Saxon Interests, Inc.	0.74%	Reduce -49.7%	19,796	$1.9M
B. Riley Wealth Advisors, Inc.	0.09%	Reduce -38.4%	19,581	$1.9M
Simmons Bank	0.13%	Reduce -2.9%	19,569	$1.9M
Continuum Advisory, LLC	0.20%	Add +9.3%	19,546	$1.9M
Zhang Financial LLC	0.08%	Add +0.0%	19,524	$1.9M
Montecito Bank & Trust	0.29%	—	19,309	$1.9M
PFG Investments, LLC	0.10%	Add +3.7%	19,130	$1.8M
Columbus Macro, LLC	0.21%	Reduce -1.1%	19,094	$1.8M
Peoples Bank	1.13%	Reduce -1.1%	18,992	$1.8M
Fairway Wealth LLC	0.51%	Add +0.3%	18,842	$1.8M
Csenge Advisory Group	0.09%	Add +7.8%	18,841	$1.8M
Private Management Group Inc.	0.05%	No change	18,805	$1.8M
Legacy Bridge, LLC	0.76%	Add +0.5%	18,794	$1.8M
Wealthfront Advisers LLC	0.00%	Add +3.4%	18,742	$1.8M
Choate Investment Advisors	0.04%	Add +1.2%	18,712	$1.8M
Cary Street Partners Financial LLC	0.05%	Reduce -1.0%	18,687	$1.8M
Caliber Wealth Management, LLC / KS	0.20%	Reduce -32.4%	18,659	$1.8M
MassMutual Private Wealth & Trust, FSB	0.05%	Add +0.4%	18,617	$1.8M
Farmers National Bank	0.42%	Add +7.5%	18,509	$1.8M
Belpointe Asset Management LLC	0.07%	Reduce -1.3%	18,481	$1.8M
Zions Bancorporation, National Association	0.09%	No change	18,346	$1.8M
Southern Capital Advisors, LLC	0.83%	Add +6.4%	18,340	$1.8M
Swmg, LLC	0.53%	Add +10.5%	18,211	$1.8M
FMB Wealth Management	0.75%	No change	18,222	$1.8M
MIdWestOne Financial Group, Inc.	0.21%	No change	18,133	$1.8M
Concurrent Investment Advisors, LLC	0.03%	Add +2.7%	17,811	$1.7M
Jordan Park Group LLC	0.10%	Reduce -8.1%	17,790	$1.7M
Newport Capital Group, LLC	1.08%	Reduce -1.9%	17,757	$1.7M
Investors Research Corp	0.32%	Reduce -2.6%	17,704	$1.7M
MBL Wealth, LLC	0.15%	Reduce -1.7%	17,694	$1.7M
Clear Harbor Asset Management, LLC	0.12%	No change	17,669	$1.7M
Roundview Capital LLC	0.11%	No change	17,638	$1.7M
Sage Capital Advisors,llc	0.40%	Reduce -2.4%	17,565	$1.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.10%	Add +1.9%	17,562	$1.7M
White Pine Capital LLC	0.49%	Reduce -11.9%	17,547	$1.7M
Atala Financial Inc	1.06%	Add +20.0%	17,542	$1.7M
Leo Wealth, LLC	0.22%	Add +0.3%	17,511	$1.7M
Davis R M Inc.	0.03%	Reduce -1.7%	17,471	$1.7M
Financial Partners Group, Inc	0.21%	Add +1.8%	17,449	$1.7M
Crumly & Associates Inc.	0.37%	Reduce -20.2%	17,433	$1.7M
Corepath Wealth Partners LLC	1.21%	Add +282.0%	17,110	$1.7M
Strategic Advisors LLC	0.27%	Reduce -4.3%	17,236	$1.7M
Fulcrum Capital LLC	0.34%	Reduce -7.1%	17,170	$1.7M
Matrix Private Capital Group LLC	0.88%	No change	17,166	$1.7M
Plum Street Advisors, LLC	0.63%	Reduce -0.2%	16,921	$1.6M
Strategic Family Wealth Counselors, L.L.C.	0.42%	No change	16,870	$1.6M
Heritage Investors Management Corp.	0.05%	Reduce -2.7%	16,850	$1.6M
Pallas Capital Advisors LLC	0.06%	Reduce -2.5%	16,833	$1.6M
Nvest Financial, LLC	0.93%	Reduce -17.9%	16,709	$1.6M
Lowe Brockenbrough & Co. Inc.	0.08%	Reduce -2.7%	16,683	$1.6M
O'shaughnessy Asset Management, LLC	0.01%	Add +47.3%	16,576	$1.6M
Boston Family Office LLC	0.10%	No change	16,570	$1.6M
Kohmann Bosshard Financial Services, LLC	0.16%	Add +16.8%	16,541	$1.6M
WestHill Financial Advisors, Inc.	0.31%	Add +3.6%	16,484	$1.6M
Ausdal Financial Partners, Inc.	0.08%	Add +88.6%	16,484	$1.6M
HBK Sorce Advisory LLC	0.04%	Reduce -5.0%	16,499	$1.6M
Lazard Asset Management LLC	0.00%	Reduce -16.4%	16,264	$1.6M
Baker Ellis Asset Management LLC	0.19%	No change	16,214	$1.6M
First Hawaiian Bank	0.20%	No change	16,066	$1.6M
Moulton Wealth Management, Inc.	1.12%	Add +17.4%	15,980	$1.5M
Parkside Financial Bank & Trust	0.12%	No change	15,942	$1.5M
Compton Wealth Advisory Group, LLC	0.36%	Add +0.5%	15,900	$1.5M
Rainier Family Wealth Inc.	1.36%	Add +3.6%	15,823	$1.5M
Pinnacle Wealth Management Advisory Group, LLC	0.11%	No change	15,798	$1.5M
Well Done, LLC	0.26%	Add +7.2%	15,713	$1.5M
Calamos Wealth Management LLC	0.06%	Add +12.4%	15,617	$1.5M
Orgel Wealth Management, LLC	0.03%	Reduce -1.6%	15,542	$1.5M
AQR Capital Management	0.00%	Add +179.9%	15,499	$1.5M
Certuity, LLC	0.10%	Reduce -4.2%	15,349	$1.5M
Atlas Brown,Inc.	0.44%	Reduce -1.2%	15,297	$1.5M
IFG Advisors, LLC	0.24%	Add +1.4%	15,264	$1.5M
Webster Bank, N. A.	0.14%	No change	15,227	$1.5M
West Paces Advisors Inc.	0.29%	Reduce -0.3%	15,212	$1.5M
Partners Capital Investment Group, LLP	0.06%	Reduce -14.8%	15,178	$1.5M
Earnest Partners LLC	0.01%	Reduce -27.9%	15,169	$1.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.17%	Add +0.3%	15,166	$1.5M
Gries Financial LLC	0.23%	Reduce -5.4%	15,141	$1.5M
Allspring Global Investments Holdings, LLC	0.00%	Add +156.3%	15,134	$1.5M
Great Valley Advisor Group, Inc.	0.03%	Add +0.1%	15,067	$1.5M
Luminvest Wealth Management LLC	0.47%	No change	15,056	$1.5M
SlateStone Wealth, LLC	0.13%	Reduce -0.7%	15,042	$1.5M
Avior Wealth Management, LLC	0.05%	Add +92.1%	14,916	$1.4M
Parsons Capital Management Inc.	0.08%	Reduce -1.6%	14,902	$1.4M
Perennial Investment Advisors, LLC	0.12%	Reduce -3.4%	14,760	$1.4M
Arkadios Wealth Advisors	0.03%	Add +17.3%	14,756	$1.4M
Sage Mountain Advisors LLC	0.08%	No change	14,756	$1.4M
Hapanowicz & Associates Financial Services, Inc	0.66%	Reduce -2.6%	14,750	$1.4M
Centennial Wealth Advisory LLC	0.40%	Add +1.9%	14,707	$1.4M
Fiducient Advisors LLC	0.17%	Add +13.3%	14,669	$1.4M
MBA Advisors LLC	0.60%	Reduce -2.0%	14,648	$1.4M
Empirical Asset Management, LLC	0.39%	Add +0.7%	14,635	$1.4M
Connecticut Wealth Management, LLC	0.06%	Reduce -11.9%	14,469	$1.4M
Flputnam Investment Management Co.	0.02%	Reduce -5.9%	14,467	$1.4M
Debussy Capital Management LP	0.20%	No change	14,463	$1.4M
GM Advisory Group, LLC	0.06%	Add +0.0%	14,433	$1.4M
RMR Wealth Builders	0.12%	Add +4.4%	14,406	$1.4M
Linscomb Wealth, Inc.	0.06%	Reduce -9.3%	14,396	$1.4M
First Financial Bank - Trust Division	0.12%	No change	14,251	$1.4M
Simplicity Wealth,LLC	0.08%	Add +3.2%	14,220	$1.4M
Bill Few Associates, Inc.	0.35%	Reduce -0.6%	14,193	$1.4M
Daymark Wealth Partners, LLC	0.05%	Reduce -1.0%	14,144	$1.4M
SeaBridge Investment Advisors LLC	0.22%	No change	14,001	$1.4M
Philadelphia Trust Co.	0.09%	No change	13,913	$1.3M
Ehrenkranz Partners L.P.	1.18%	—	13,898	$1.3M
Klingman & Associates, LLC	0.07%	No change	13,897	$1.3M
Dominguez Wealth Management Solutions, Inc.	0.84%	Add +0.1%	13,724	$1.3M
Focus Partners Advisor Solutions, LLC	0.01%	Add +28.2%	13,713	$1.3M
Monetary Management Group Inc.	0.30%	Add +4.6%	13,655	$1.3M
Lyell Wealth Management, LP	0.10%	Reduce -0.2%	13,591	$1.3M
Bison Wealth, LLC	0.12%	Add +35.7%	13,684	$1.3M
Patriot Investment Management Group, Inc.	0.08%	No change	13,484	$1.3M
Winthrop Advisory Group LLC	0.11%	Add +30.4%	13,467	$1.3M
North Berkeley Wealth Management, LLC	1.02%	No change	13,410	$1.3M
Compound Planning, Inc.	0.04%	Reduce -8.9%	13,234	$1.3M
Great Lakes Advisors, LLC	0.01%	Reduce -25.1%	13,186	$1.3M
Tsfg, LLC	0.20%	Reduce -1.2%	13,144	$1.3M
First National Bank of Omaha	0.08%	No change	13,122	$1.3M
Live Oak Private Wealth LLC	0.18%	No change	13,084	$1.3M
Occidental Asset Management, LLC	0.16%	Add +1.0%	12,961	$1.3M
Wells Trecaso Financial Group, LLC	0.59%	Reduce -48.3%	12,929	$1.2M
Sunbeam Capital Management, LLC	0.77%	Add +0.3%	12,871	$1.2M
Consolidated Portfolio Review Corp	0.16%	Add +1.5%	12,848	$1.2M
Benjamin Edwards Inc.	0.01%	Add +13.6%	12,790	$1.2M
CENTRAL TRUST Co	0.03%	Reduce -3.0%	12,754	$1.2M
Strategic Blueprint, LLC	0.05%	Add +334.7%	12,680	$1.2M
Snowden Capital Advisors LLC	0.03%	Add +19.4%	12,614	$1.2M
PFG Advisors	0.05%	New	12,603	$1.2M
Sterling Capital Management LLC	0.02%	Reduce -13.1%	12,536	$1.2M
Assetmark, Inc.	0.00%	Add +139.9%	12,451	$1.2M
Thoroughbred Financial Services, LLC	0.07%	Add +5.9%	12,319	$1.2M
Laird Norton Wetherby Wealth Management, LLC	0.05%	No change	12,208	$1.2M
Cambridge Associates LLC /Ma/	0.02%	New	12,198	$1.2M
Okabena Investment Services Inc.	0.23%	Add +0.6%	12,187	$1.2M
Becker Capital Management Inc.	0.03%	New	12,144	$1.2M
Moneco Advisors, LLC	0.10%	Reduce -10.1%	12,054	$1.2M
Nwam LLC	0.06%	Reduce -8.4%	12,060	$1.2M
Radnor Capital Management, LLC	0.18%	No change	12,010	$1.2M
Seneca Financial Advisors LLC	0.38%	Reduce -12.3%	11,995	$1.2M
Heritage Trust Co	0.12%	Add +3.6%	11,959	$1.2M
Independent Financial Group, LLC	0.03%	Add +4.0%	11,866	$1.1M
Sunbelt Securities, Inc.	0.08%	Reduce -4.1%	11,846	$1.1M
Pps&v Asset Management Consultants, Inc.	0.65%	Reduce -3.0%	11,710	$1.1M
Zacks Investment Management	0.01%	Reduce -7.6%	11,689	$1.1M
Clark Capital Management Group, Inc.	0.01%	Add +8.3%	11,689	$1.1M
Empowered Funds, LLC	0.01%	Add +84.5%	11,654	$1.1M
Pine Haven Investment Counsel, Inc	0.80%	No change	11,522	$1.1M
USAdvisors Wealth Management, LLC	0.38%	Add +4.2%	11,503	$1.1M
Nordwand Advisors, LLC	0.18%	Add +34.6%	11,485	$1.1M
Cypress Capital Group	0.13%	Add +0.6%	11,482	$1.1M
Diversify Advisory Services, LLC	0.04%	Reduce -8.7%	11,572	$1.1M
TPG Financial Advisors, LLC	0.41%	No change	11,361	$1.1M
Cassaday & Co Wealth Management LLC	0.03%	No change	11,329	$1.1M
Blue Trust, Inc.	0.01%	Reduce -4.5%	11,307	$1.1M
Brown Brothers Harriman & Co.	0.01%	No change	11,192	$1.1M
Insigneo Advisory Services, LLC	0.08%	Reduce -1.6%	11,185	$1.1M
Stillwater Capital Advisors, LLC	0.12%	Add +8.4%	11,099	$1.1M
IFP Advisors, Inc	0.03%	Add +9.2%	11,092	$1.1M
Ameritas Advisory Services, LLC	0.07%	Add +155.4%	11,084	$1.1M
RiverFront Investment Group, LLC	0.02%	Add +24.5%	11,016	$1.1M
Jupiter Wealth Management LLC	0.50%	No change	11,000	$1.1M
Columbia Asset Management	0.20%	No change	10,872	$1.0M
Ofc Financial Planning, LLC	1.04%	Reduce -7.2%	10,849	$1.0M
Duncker Streett & Co. Inc.	0.18%	Add +6.1%	10,830	$1.0M
Waldron Private Wealth LLC	0.04%	Reduce -1.0%	10,808	$1.0M
Mason & Associates, LLC	0.26%	No change	11,336	$1.0M
Capital Investment Advisors, LLC	0.02%	Add +10.9%	10,722	$1.0M
Birch Hill Investment Advisors LLC	0.04%	Reduce -0.9%	10,706	$1.0M
Harbor Investment Advisory, LLC	0.09%	No change	10,672	$1.0M
Cliftonlarsonallen Wealth Advisors, LLC	0.02%	Reduce -0.1%	10,669	$1.0M
Ritter Daniher Financial Advisory LLC / DE	0.18%	Reduce -15.2%	10,617	$1.0M
Pinney & Scofield, Inc.	0.64%	No change	10,600	$1.0M
Neuberger Berman Group LLC	0.00%	No change	10,581	$1.0M
Leslie Global Wealth, LLC	0.48%	Reduce -2.2%	10,576	$1.0M
Operose Advisors LLC	0.25%	Add +0.1%	10,551	$1.0M
NBT Bank, N.A.	0.07%	Add +0.1%	10,475	$1.0M
Brasada Capital Management, LP	0.17%	Reduce -0.9%	10,419	$1.0M
Pacific Financial Group Inc.	0.74%	Reduce -1.1%	10,412	$1.0M
New England Professional Planning Group Inc.	0.46%	Reduce -1.2%	10,409	$1.0M
Obermeyer Wealth Partners	0.05%	No change	10,394	$1.0M
RKL Wealth Management LLC	0.09%	Reduce -28.2%	10,341	$998K
Narwhal Capital Management	0.07%	No change	10,231	$988K
Arrowroot Family Office, LLC	0.39%	Add +0.3%	10,223	$987K
Pension & Wealth Management Advisors, Inc.	0.31%	Add +0.0%	10,168	$982K
Savvy Advisors, Inc.	0.04%	Add +274.8%	10,126	$978K
Advisor Resource Council	1.32%	No change	10,112	$976K
Advisors Capital Management, LLC	0.01%	Reduce -0.4%	10,108	$976K
Breakwater Capital Group	0.14%	Reduce -0.1%	9,991	$965K
Burling Wealth Partners, LLC	0.16%	Add +109.8%	9,934	$959K
Jackson Hole Capital Partners, LLC	0.16%	No change	9,927	$958K
Vontobel Holding Ltd.	0.00%	No change	9,925	$958K
GeoWealth Management, LLC	0.03%	Reduce -1.6%	9,865	$953K
American Wealth Advisors, LLC	0.93%	—	9,723	$939K
Vertex Planning Partners, LLC	0.18%	Add +1.6%	9,663	$933K
North Star Investment Management Corp.	0.06%	Add +1.8%	9,660	$933K
Midland Wealth Advisors, LLC	0.05%	Reduce -2.1%	9,631	$930K
Higgins & Schmidt Wealth Strategies LLC	0.47%	Reduce -0.2%	9,618	$929K
Leavell Investment Management, Inc.	0.04%	Reduce -2.6%	9,609	$928K
Optimum Investment Advisors	0.37%	Reduce -4.7%	9,556	$923K
Cyndeo Wealth Partners, LLC	0.05%	Add +0.8%	9,542	$921K
Goldstein Advisors, LLC	0.11%	Reduce -23.9%	9,518	$919K
Plante Moran Financial Advisors, LLC	0.06%	Add +0.6%	9,496	$917K
Edgemoor Investment Advisors, Inc.	0.07%	Add +58.7%	9,460	$913K
Beacon Financial Advisory LLC	0.21%	Add +0.1%	9,431	$911K
Guardian Wealth Advisors, LLC / NC	0.06%	Reduce -0.8%	9,427	$910K
Patten & Patten Inc.	0.05%	New	9,400	$908K
UNIVEST FINANCIAL Corp	0.05%	Reduce -1.2%	9,398	$907K
Jaffetilchin Investment Partners, LLC	0.05%	Reduce -2.5%	9,362	$904K
CreativeOne Wealth, LLC	0.02%	Reduce -25.9%	9,360	$904K
Parthenon LLC	0.10%	Reduce -4.3%	9,323	$900K
Circle Wealth Management, LLC	0.02%	New	9,240	$892K
American National Bank & Trust	0.09%	No change	9,217	$890K
Selective Wealth Management, Inc.	0.28%	No change	9,158	$885K
Harbor Asset Planning, Inc.	0.79%	Add +0.3%	9,142	$883K
Kanawha Capital Management LLC	0.06%	Reduce -2.0%	9,081	$877K
Vanguard Personalized Indexing Management, LLC	0.01%	Add +3.2%	9,021	$871K
Viawealth, LLC	0.48%	No change	9,017	$871K
Center for Financial Planning, Inc.	0.09%	Add +0.1%	9,010	$870K
Fulton Breakefield Broenniman LLC	0.06%	Add +3.5%	8,977	$867K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.02%	No change	8,913	$861K
Paces Ferry Wealth Advisors, LLC	0.36%	Add +0.1%	8,897	$859K
LGL Partners, LLC	0.37%	Add +0.3%	8,894	$859K
Baron Wealth Management LLC	0.28%	Add +0.3%	8,889	$858K
Montis Financial, LLC	0.20%	Reduce -4.5%	8,859	$855K
Rehmann Capital Advisory Group	0.05%	Add +10.5%	8,838	$853K
AmeriServ Wealth Advisors	0.43%	Reduce -3.8%	8,798	$849K
GWN Securities Inc.	0.20%	Add +0.9%	8,749	$846K
MidAtlantic Capital Management, Inc.	0.58%	Reduce -3.1%	8,758	$846K
Foundations Investment Advisors, LLC	0.01%	Reduce -18.2%	8,737	$844K
Mill Capital Management, LLC	0.06%	No change	8,724	$842K
Brown, Lisle/Cummings, Inc.	0.22%	No change	8,700	$840K
Certified Advisory Corp	0.08%	Add +16.2%	8,680	$838K
MCF Advisors LLC	0.05%	Add +1.7%	8,633	$834K
Next Level Private LLC	0.24%	Reduce -1.5%	8,500	$827K
Precision Wealth Strategies, LLC	0.27%	No change	8,533	$824K
Spirepoint Private Client, LLC	0.09%	No change	8,511	$822K
Western Wealth Management, LLC	0.04%	Add +0.8%	8,492	$820K
First Financial Bankshares Inc	0.02%	No change	8,488	$820K
Wealth Dimensions Group, Ltd.	0.17%	Reduce -7.6%	8,478	$819K
Lee Danner & Bass Inc.	0.06%	Add +6.6%	8,445	$815K
Sapient Capital LLC	0.01%	No change	8,439	$814K
Retirement Planning Group, LLC	0.03%	Add +0.7%	8,426	$814K
BLB&B Advisors, LLC	0.04%	No change	8,399	$811K
Glassman Wealth Services	0.11%	No change	8,397	$811K
Ironwood Financial, llc	0.14%	Reduce -12.9%	8,395	$811K
Ashton Thomas Securities, LLC	0.11%	New	8,393	$810K
Baldwin Investment Management, LLC	0.09%	No change	8,363	$807K
S&co Inc.	0.05%	No change	8,344	$805K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.02%	Add +0.3%	8,312	$803K
Independent Advisor Alliance	0.02%	New	8,307	$802K
Curio Wealth, LLC	0.33%	Reduce -7.3%	8,301	$801K
BIP Wealth, LLC	0.04%	Reduce -0.2%	8,298	$801K
Moors & Cabot, Inc.	0.03%	Add +0.6%	8,228	$794K
Shepherd Financial Partners LLC	0.08%	No change	8,226	$794K
Beese Fulmer Investment Management, Inc.	0.05%	Reduce -6.1%	8,210	$793K
Smith Salley Wealth Management	0.04%	Reduce -7.6%	8,161	$788K
Essex Bank	0.18%	Reduce -1.1%	8,157	$788K
AlphaCore Capital LLC	0.03%	Reduce -5.4%	8,099	$782K
Beaumont Financial Advisors, LLC	0.05%	No change	8,071	$779K
TCI Wealth Advisors, Inc.	0.05%	Reduce -0.3%	8,048	$777K
Dana Investment Advisors, Inc.	0.02%	Reduce -1.0%	8,018	$774K
Princeton Global Asset Management LLC	0.13%	No change	7,963	$769K
Mission Wealth Management, LP	0.02%	Reduce -3.5%	7,936	$766K
Foster Dykema Cabot & Partners, LLC	0.05%	Add +1.9%	7,913	$764K
Moody LYNN Lieberson & Walker, LLC	0.04%	No change	7,902	$763K
Wellspring Financial Advisors, LLC	0.07%	No change	7,885	$761K
Investment Advisory Group, LLC	0.21%	Reduce -9.3%	7,843	$757K
Flagstone Financial Management	0.20%	No change	7,823	$755K
Fermata Advisors, LLC	0.19%	Add +0.1%	7,821	$755K
Bensler, LLC	0.08%	Add +0.0%	7,794	$752K
Buckhead Capital Management LLC	0.27%	No change	7,791	$752K
Old Second National Bank of Aurora	0.15%	No change	7,780	$751K
Transcend Capital Advisors, LLC	0.05%	Reduce -4.8%	7,761	$749K
Central Bank & Trust Co.	0.12%	No change	7,753	$749K
Forefront Wealth Partners, LLC	0.19%	New	7,737	$747K
Summit Investment Advisory Services, LLC	0.30%	Add +0.0%	7,693	$743K
Fiduciary Alliance LLC	0.05%	Reduce -5.5%	7,678	$741K
Larson Financial Group LLC	0.03%	Reduce -12.2%	7,641	$738K
Walled Lake Planning & Wealth Management, LLC	0.24%	Add +4.7%	7,632	$737K
JNBA Financial Advisors	0.07%	No change	7,602	$734K
Destiny Wealth Partners, LLC	0.09%	No change	7,592	$733K
Bragg Financial Advisors, Inc	0.02%	Reduce -1.4%	7,553	$729K
Caldwell Trust Co	0.07%	Add +0.6%	7,531	$727K
Invenio Wealth Partners LLC	0.26%	No change	7,529	$727K
Empower Advisory Group, LLC	0.00%	Reduce -0.8%	7,510	$725K
BlueSky Wealth Advisors, LLC	0.10%	No change	7,481	$722K
Brady Family Wealth, LLC	0.22%	Reduce -0.1%	7,397	$714K
Innovative Wealth Building LLC	0.55%	Add +16.4%	7,364	$711K
Kirtland Hills Capital Management, LLC	0.28%	Add +27.2%	7,334	$708K
Endeavor Private Wealth, Inc.	0.22%	Add +73.2%	7,309	$706K
Vista Capital Partners, Inc.	0.07%	New	7,306	$705K
Angeles Wealth Management, LLC	0.04%	No change	7,299	$705K
Kelman-Lazarov, Inc.	0.10%	New	7,283	$703K
ICW Investment Advisors LLC	0.26%	No change	7,274	$702K
FourThought Financial Partners, LLC	0.06%	No change	7,259	$701K
Brand Asset Management Group, Inc.	0.20%	Add +0.0%	7,250	$700K
Ascentis Independent Advisors	0.12%	Reduce -0.4%	7,239	$699K
Revolve Wealth Partners, LLC	0.08%	Add +114.8%	7,217	$697K
Tranquility Partners, LLC	0.23%	Add +0.8%	7,182	$693K
Thompson Siegel & Walmsley LLC	0.01%	No change	7,167	$692K
Greenhouse Wealth Management, LLC	0.42%	Add +0.3%	7,161	$691K
Cynosure Group, LLC	0.08%	Add +0.3%	7,161	$691K
Hunter Associates Investment Management LLC	0.10%	Add +0.0%	7,143	$689K
First Commonwealth Financial Corp	0.11%	Reduce -0.1%	7,053	$681K
BOK Financial Private Wealth, Inc.	0.04%	No change	7,051	$681K
Crestwood Advisors Group, LLC	0.01%	Add +37.0%	7,026	$678K
Cranbrook Wealth Management, LLC	0.14%	No change	7,020	$678K
Anson Capital, Inc.	0.50%	No change	6,933	$669K
Smithfield Trust Co	0.03%	Reduce -2.5%	6,940	$666K
Harbour Investments, Inc.	0.02%	Add +4.4%	6,878	$664K
Advisor OS, LLC	0.06%	Add +1.8%	6,854	$662K
Cassia Capital Partners, LLC	0.36%	Reduce -6.2%	6,838	$660K
Public Employees Retirement System of Ohio	0.00%	New	6,828	$659K
Triad Wealth Partners, LLC	0.09%	Add +1.8%	6,825	$659K
Bear Mountain Capital, Inc.	0.22%	No change	6,784	$657K
Capital Analysts, LLC	0.02%	Reduce -0.6%	6,800	$656K
Moss Adams Wealth Advisors LLC	0.05%	No change	6,786	$655K
First PREMIER Bank	0.15%	Reduce -1.4%	6,783	$655K
McNaughton Wealth Management, LLC	0.28%	Reduce -1.7%	6,779	$655K
Davies Financial Advisors, Inc.	0.53%	Add +0.6%	6,767	$653K
CWA Asset Management Group, LLC	0.02%	Reduce -7.6%	6,729	$650K
First Bancorp, Inc	0.34%	Add +6.7%	6,696	$646K
Wedmont Private Capital	0.02%	Add +0.1%	6,657	$643K
Ballew Advisors, Inc	0.36%	Add +0.0%	6,683	$641K
SilverOak Wealth Management LLC	0.11%	No change	6,610	$638K
Centaurus Financial, Inc.	0.03%	Add +6.5%	6,603	$638K
Osborne Partners Capital Management, LLC	0.03%	No change	6,600	$637K
Veracity Capital LLC	0.20%	Reduce -0.1%	6,535	$631K
Florida Trust Wealth Management Co	0.02%	No change	6,520	$630K
Advisory Resource Group	0.11%	Add +0.2%	6,469	$625K
Segment Wealth Management, LLC	0.04%	No change	6,449	$623K
Axis Wealth Partners, LLC	0.36%	Reduce -77.6%	6,419	$620K
Postrock Partners LLC	0.27%	No change	6,376	$616K
Relyea Zuckerberg Hanson LLC	0.06%	Reduce -20.1%	6,352	$613K
Allen Mooney & Barnes Investment Advisors LLC	0.10%	No change	6,333	$611K
CoreCap Advisors, LLC	0.02%	Add +20.3%	6,315	$610K
Cape Cod Five Cents Savings Bank	0.06%	No change	6,907	$609K
Madison Asset Management, LLC	0.01%	Reduce -12.4%	6,304	$609K
Mathes Company, Inc.	0.22%	No change	6,301	$608K
Reston Wealth Management LLC	0.20%	Add +0.3%	6,291	$607K
Bangor Savings Bank	0.05%	No change	6,270	$605K
AAF Wealth Management, LLC	0.27%	Add +21.5%	6,246	$603K
First American Trust, FSB	0.04%	Add +4.1%	6,239	$602K
CVFG LLC	0.43%	Reduce -0.8%	6,229	$601K
Hollencrest Capital Management	0.02%	Add +1.7%	6,226	$601K
Alesco Advisors, LLC, An ESL Co	0.02%	No change	6,200	$599K
Valley Forge Investment Consultants Inc. Adv	0.17%	No change	6,191	$598K
Uptick Partners, LLC	0.16%	Reduce -1.7%	6,182	$597K
Betterment LLC	0.00%	Add +30.9%	6,177	$596K
Windsor Capital Management, LLC	0.16%	No change	6,170	$596K
Wise Wealth Partners	0.91%	No change	6,170	$596K
Signature Estate & Investment Advisors LLC	0.01%	Reduce -22.9%	6,114	$590K
Cordatus Wealth Management LLC	0.14%	Reduce -5.0%	6,109	$590K
Forum Financial Management, LP	0.01%	No change	6,096	$589K
Compass Capital Corp. /Ma/	0.26%	Add +45.8%	6,070	$585K
Impact Capital Partners LLC	0.18%	Add +174.5%	6,052	$584K
First Nebraska Trust Co	0.05%	No change	6,050	$584K
Rhumbline Advisers	0.00%	Add +26.6%	6,050	$584K
MJP Associates Inc.	0.08%	Add +0.7%	6,039	$583K
Freestone Capital Holdings, LLC	0.02%	Add +5.2%	6,009	$580K
Thomasville National Bank	0.04%	Reduce -12.2%	5,967	$576K
Richardson Capital Management LLC	0.27%	Reduce -0.8%	5,960	$575K
Tableaux LLC	0.23%	Add +100.0%	5,920	$572K
Bolthouse Investments, LLC	0.52%	No change	5,919	$571K
Bearing Point Capital, LLC	0.10%	Add +0.0%	5,916	$571K
Pinnacle Bancorp, Inc.	0.17%	Add +0.4%	5,910	$571K
SMI Advisory Services, LLC	0.11%	Reduce -1.2%	5,818	$566K
Vickerman Investment Advisors, Inc.	0.11%	Reduce -1.4%	5,827	$563K
Alpha Financial Partners LLC	0.36%	Add +1.8%	5,800	$560K
Kendall Capital Management	0.13%	No change	5,800	$560K
Fort Washington Investment Advisors Inc.	0.00%	Reduce -2.8%	5,781	$558K
Fairfield, Bush & Co.	0.29%	Reduce -0.2%	5,754	$556K
Midwest Financial Group LLC	0.26%	Add +80.5%	5,732	$553K
Bar Harbor Wealth Management	0.03%	Reduce -10.1%	5,705	$551K
Westmount Partners, LLC	0.14%	No change	5,706	$551K
Palisade Asset Management, LLC	0.05%	Add +0.0%	5,700	$550K
Park National Corp.	0.02%	Reduce -4.2%	5,694	$550K
Brookstone Capital Management	0.01%	Reduce -3.7%	5,687	$549K
Joel Isaacson & Co., LLC	0.02%	Reduce -1.7%	5,670	$547K
Trust Co of the South	0.09%	Reduce -3.6%	5,669	$547K
Brueske Advisory Services, LLC	0.30%	No change	5,655	$546K
Nicolet Bankshares Inc.	0.09%	No change	5,644	$545K
Forum Private Client Group LLC	0.19%	Reduce -3.3%	5,642	$545K
Sfmg, LLC	0.04%	No change	5,637	$544K
TFC Financial Management, Inc.	0.07%	No change	5,605	$541K
Macroview Investment Management LLC	0.41%	Reduce -0.6%	5,592	$540K
Sandy Cove Advisors, LLC	0.17%	Add +0.1%	5,579	$539K
PKS Advisory Services, LLC	0.12%	Add +0.0%	5,551	$536K
Equitable Trust Co.	0.02%	Add +3.9%	5,532	$534K
Traveka Wealth, LLC	0.24%	New	5,515	$532K
Flagship Harbor Advisors, LLC	0.02%	Add +1.2%	5,493	$530K
Blodgett Wealth Advisors, LLC	0.36%	No change	5,468	$528K
Fourpath Capital Management, LLC	0.07%	No change	5,465	$528K
Caldwell Sutter Capital, Inc.	0.23%	No change	5,464	$528K
Salomon & Ludwin, LLC	0.05%	Reduce -1.1%	5,425	$527K
Torrey Growth & Income Advisors	0.15%	—	5,451	$526K
Jamison Private Wealth Management, Inc.	0.07%	No change	5,449	$526K
Carnegie Investment Counsel	0.01%	Reduce -18.8%	5,446	$526K
Werba Rubin Papier Wealth Management	0.08%	Add +0.3%	5,424	$524K
WealthShield Partners, LLC	0.06%	Add +21.8%	5,394	$521K
GW&K Investment Management, LLC	0.00%	No change	5,381	$520K
QRG Capital Management, Inc.	0.01%	Reduce -8.8%	5,381	$520K
William Mack & Associates, Inc.	0.28%	Add +0.3%	5,380	$519K
First National Bank & Trust Co. of Newtown	0.10%	No change	5,344	$516K
Arbor Wealth Advisors LLC	0.38%	No change	5,337	$515K
Old Mission Investment Co LLC	0.13%	Add +30.2%	5,337	$515K
Beck Bode, LLC	0.08%	Reduce -35.3%	5,309	$513K
Encompass Wealth Advisors, LLC	0.17%	No change	5,309	$513K
Stevens Capital Partners	0.15%	Reduce -4.0%	5,304	$512K
United Community Bank	0.16%	Add +60.6%	5,303	$512K
Altus Wealth Group LLC	0.21%	Reduce -15.5%	5,292	$511K
Fiduciary Advisors, Inc.	0.41%	Add +39.4%	5,283	$510K
Nilsine Partners, LLC	0.05%	Add +113.2%	5,274	$509K
Federation des caisses Desjardins du Quebec	0.00%	Add +24.9%	5,271	$509K
BCS Private Wealth Management, Inc.	0.18%	No change	5,270	$509K
Harbour Capital Advisors, LLC	0.10%	No change	5,260	$508K
Canandaigua National Trust Co of Florida	0.40%	No change	5,180	$500K
SOL Capital Management CO	0.04%	No change	5,180	$500K
Hirtle & Co., LLC	0.02%	No change	5,143	$497K
Dynamic Advisor Solutions LLC	0.01%	Reduce -10.8%	5,142	$496K
LMCG Investments, LLC	0.03%	No change	5,131	$495K
DBK Financial Counsel, LLC	0.41%	No change	5,105	$493K
Everhart Financial Group, Inc.	0.05%	Add +1.7%	5,096	$492K
New Hampshire Trust	0.09%	No change	5,069	$489K
Weil Company, Inc.	0.12%	No change	5,036	$486K
Arthur M. Cohen & Associates, LLC	0.08%	Add +0.2%	5,034	$486K
International Assets Investment Management, LLC	0.04%	No change	5,243	$486K
KFA Private Wealth Group, LLC	0.14%	No change	5,022	$485K
Israel Discount Bank of New York	1.43%	Reduce -7.3%	5,015	$484K
E&G Advisors, LLC	0.11%	No change	5,000	$483K
Herold Advisors, Inc.	0.11%	Add +40.9%	5,000	$483K
Facet Wealth, Inc.	0.01%	No change	4,996	$482K
Christensen, King & Associates Investment Services, Inc.	0.21%	Add +8.1%	4,991	$482K
Castle Wealth Management LLC	0.16%	No change	4,960	$479K
Caprock Group, LLC	0.01%	—	4,952	$476K
Lake Street Private Wealth, LLC	0.06%	Add +2.1%	4,883	$471K
Mgo One Seven LLC	0.01%	Add +15.5%	4,873	$470K
M1 Capital Management LLC	0.20%	No change	4,858	$469K
First Financial Corp.	0.18%	No change	4,840	$467K
Golden State Wealth Management, LLC	0.05%	Add +0.1%	4,834	$467K
Sonoma Allocations LLC	0.17%	—	4,900	$466K
Colonial Trust Co / SC	0.06%	No change	4,825	$466K
Montag A & Associates Inc.	0.02%	No change	4,810	$464K
Clal Insurance Enterprises Holdings Ltd	0.00%	No change	4,804	$464K
Register Financial Advisors LLC	0.18%	Reduce -12.1%	4,784	$462K
Exencial Wealth Advisors, LLC	0.01%	New	4,775	$461K
Valued Retirements, Inc.	0.52%	No change	4,990	$459K
NCM Capital Management, LLC	0.18%	No change	4,752	$459K
Summit Trail Advisors, LLC	0.01%	No change	4,747	$458K
InvesTrust	0.17%	No change	4,743	$458K
Jefferies Financial Group Inc.	0.00%	No change	4,740	$458K
Colonial Trust Advisors	0.04%	No change	4,731	$457K
49 Wealth Management, LLC	0.04%	Add +0.3%	4,718	$456K
Holistic Financial Partners	0.19%	No change	4,712	$455K
Stonebrook Private Inc.	0.10%	No change	4,712	$455K
Lockerman Financial Group, Inc.	0.57%	No change	4,710	$455K
Cadence Bank	0.03%	No change	4,696	$453K
Farmers & Merchants Trust Co of Chambersburg PA	0.13%	No change	4,696	$453K
Kirkwood Financial Services	0.17%	—	4,686	$452K
Resurgent Financial Advisors LLC	0.22%	No change	4,675	$451K
Trust Co	0.05%	Add +11.8%	4,664	$450K
IFG Advisory, LLC	0.02%	Add +6.9%	4,660	$450K
Flagship Private Wealth, LLC	0.18%	Reduce -4.4%	4,638	$448K
Broadview Financial Management, LLC	0.30%	Reduce -0.9%	4,629	$447K
Ledyard National Bank	0.04%	No change	4,619	$446K
West Oak Capital, LLC	0.22%	No change	4,600	$444K
Deutsche Bank AG	0.00%	Add +2.5%	4,588	$443K
Vise Technologies, Inc.	0.02%	Add +68.9%	4,579	$442K
Brooklyn Investment Group	0.06%	Add +1.7%	7,080	$440K
PBMares Wealth Management LLC	0.07%	No change	4,553	$440K
Advisory Alpha, LLC	0.01%	Add +2.0%	4,501	$436K
Invera Wealth Advisors, LLC	0.27%	No change	4,520	$436K
King Wealth Management Group	0.05%	No change	4,520	$436K
Fortis Capital Advisors, LLC	0.07%	Reduce -3.2%	4,508	$435K
MWA Asset Management	0.24%	Reduce -0.8%	4,504	$435K
Hohimer Wealth Management, LLC	0.06%	No change	4,450	$430K
Checchi Capital Advisers, LLC	0.03%	No change	4,444	$429K
Keel Point, LLC	0.03%	Add +0.2%	4,444	$429K
BankPlus Trust Department	0.11%	No change	4,437	$428K
Guardian Asset Advisors, LLC	0.23%	Reduce -12.7%	4,432	$428K
James J. Burns & Company, LLC	0.06%	Reduce -12.0%	4,417	$427K
TBH Global Asset Management, LLC	0.08%	New	4,415	$426K
HMS Capital Management, LLC	0.18%	No change	4,393	$424K
Plancorp, LLC	0.01%	Reduce -9.2%	4,386	$423K
Tred Avon Family Wealth, LLC	0.14%	—	4,335	$419K
Bell Bank	0.02%	No change	4,331	$418K
Truepoint, Inc.	0.01%	No change	4,313	$416K
Bouchey Financial Group, Ltd.	0.03%	Add +1.9%	4,299	$415K
Legacy Financial Advisors, Inc.	0.06%	Reduce -8.9%	4,296	$415K
Mason Investment Advisory Services, Inc.	0.02%	Add +70.1%	4,285	$414K
National Bank of Canada	0.00%	Add +35.9%	4,256	$411K
Founders Financial Alliance, LLC	0.08%	Add +66.0%	4,248	$410K
Kavar Capital Partners Group, LLC	0.05%	Add +19.3%	4,246	$410K
MTM Investment Management, LLC	0.13%	No change	4,229	$408K
Community Bank of Raymore	0.28%	No change	4,229	$408K
Redhawk Wealth Advisors, Inc.	0.05%	Reduce -7.0%	4,220	$407K
BlueChip Wealth Advisors LLC	0.17%	No change	4,218	$407K
Patriot Financial Group Insurance Agency, LLC	0.05%	Reduce -5.9%	4,217	$407K
Capital City Trust Co.	0.10%	No change	4,214	$407K
BAM Wealth Management, LLC	0.31%	—	4,209	$406K
Northeast Investment Management	0.02%	No change	4,209	$406K
Wealthspire Retirement, LLC	0.03%	Reduce -1.1%	4,200	$406K
Mutual Advisors, LLC	0.01%	Add +21.1%	4,177	$404K
AdvisorNet Financial, Inc	0.02%	Reduce -9.1%	4,180	$404K
Sentinel Trust Co. Lba	0.04%	No change	4,165	$402K
Blue Zone Wealth Advisors, LLC	0.08%	Reduce -0.3%	4,162	$402K
Versant Capital Management, Inc	0.05%	No change	4,144	$400K
Baker Avenue Asset Management, LP	0.01%	Add +0.3%	4,121	$398K
Kingswood Wealth Advisors, LLC	0.02%	Add +13.3%	4,113	$397K
Magnus Financial Group LLC	0.03%	Add +4.1%	4,109	$397K
Intrua Financial, LLC	0.05%	Reduce -22.5%	4,100	$396K
JGP Wealth Management, LLC	0.04%	Add +10.4%	4,063	$394K
Arrow Financial Corp	0.04%	No change	4,076	$394K
Aprio Wealth Management, LLC	0.04%	Add +0.3%	4,073	$393K
Lutz Financial Services LLC	0.03%	Reduce -0.1%	4,065	$393K
Richardson Financial Services Inc.	0.24%	Add +25.2%	4,054	$391K
Bridgewater Advisors Inc.	0.03%	Reduce -4.6%	4,121	$389K
Phoenix Wealth Advisors	0.15%	No change	4,001	$386K
REDW Wealth LLC	0.15%	No change	4,000	$386K
RFG Advisory, LLC	0.01%	Reduce -6.2%	3,999	$386K
Associated Banc-Corp	0.01%	No change	3,996	$386K
Ironwood Wealth Management, LLC.	0.13%	Reduce -0.3%	3,987	$385K
Antonelli Financial Advisors, LLC	0.26%	Reduce -14.5%	3,983	$385K
Prairie Wealth Advisors, Inc.	0.16%	No change	3,960	$382K
Sax Wealth Advisors, LLC	0.02%	Add +0.0%	3,935	$380K
Tobias Financial Advisors, Inc.	0.06%	Add +33.5%	3,931	$380K
Duncan Williams Asset Management, LLC	0.11%	Reduce -6.2%	3,922	$379K
First National Advisers, LLC	0.05%	No change	3,900	$377K
Guidance Point Advisors, LLC	0.09%	Add +0.0%	3,890	$376K
McClarren Financial Advisors, Inc.	0.23%	Reduce -95.7%	166	$376K
Tanager Wealth Management LLP	0.04%	No change	3,884	$375K
Landmark Wealth Management, LLC	0.15%	Add +0.9%	3,882	$375K
Sovran Advisors, LLC	0.03%	Reduce -34.1%	3,940	$375K
Affinity Capital Advisors, LLC	0.06%	Reduce -42.2%	3,863	$374K
Steinberganna Wealth Management	0.18%	—	3,877	$374K
Colorado Capital Management, Inc.	0.14%	Reduce -8.1%	3,858	$372K
MGB Wealth Management, LLC	0.11%	New	3,852	$372K
PACK Private Wealth, LLC	0.17%	No change	3,822	$369K
Financial Alternatives, Inc	0.22%	No change	3,814	$368K
Bernardo Wealth Planning LLC	0.07%	Reduce -0.8%	3,805	$367K
V2 Financial group LLC	0.20%	No change	3,800	$367K
Optas, LLC	0.06%	No change	3,800	$367K
Evermay Wealth Management LLC	0.04%	No change	3,784	$365K
CPA Asset Management Group, LLC	0.14%	No change	3,779	$365K
CRA Financial Services, LLC	0.05%	Add +0.0%	3,777	$365K
Atlantic Edge Private Wealth Management, LLC	0.09%	No change	3,757	$363K
Poehling Capital Management, INC.	0.08%	Add +4.5%	3,751	$362K
Mitchell McLeod Pugh & Williams Inc.	0.06%	No change	3,722	$360K
Waterfront Wealth Inc.	0.07%	Reduce -2.2%	3,743	$359K
Winthrop Capital Management, LLC	0.09%	No change	3,716	$359K
HM Payson & Co.	0.01%	Reduce -9.7%	3,714	$359K
Ewa, LLC	0.10%	Reduce -1.8%	3,697	$357K
Towerpoint Wealth, LLC	0.15%	Add +9.1%	3,688	$356K
Shelter Mutual Insurance Co	0.08%	Reduce -9.6%	3,660	$353K
LBMC Investment Advisors, LLC	0.02%	No change	3,658	$353K
Victory Financial Group, LLC	0.05%	No change	3,639	$351K
Cordgrass Capital Advisors, LLC	0.09%	Add +0.4%	3,639	$351K
First Manhattan Co. Llc.	0.00%	No change	3,638	$351K
Townsend Asset Management Corp. /NC/	0.12%	Add +0.0%	3,615	$349K
American Financial & Tax Strategies Inc.	0.17%	Reduce -1.4%	3,602	$348K
Boston Common Asset Management, LLC	0.01%	Add +24.1%	3,602	$348K
Fisher Asset Management	0.00%	New	3,598	$347K
Burney Co./	0.01%	Add +35.3%	3,578	$345K
Ade, LLC	0.17%	New	3,560	$344K
D. Scott Neal, Inc.	0.16%	No change	3,560	$344K
Gallagher Fiduciary Advisors, LLC	0.01%	Add +4.6%	3,553	$343K
Crewe Advisors LLC	0.03%	No change	3,549	$343K
United Bank	0.04%	No change	3,537	$341K
Spinnaker Trust	0.02%	No change	3,524	$340K
Topel & Distasi Wealth Management, LLC	0.17%	No change	3,522	$340K
Bruce G. Allen Investments, LLC	0.24%	Add +0.3%	3,508	$339K
Journey Beyond Wealth, LLC	0.27%	No change	3,448	$333K
Howland Capital Management LLC	0.01%	Reduce -2.8%	3,416	$330K
Tritonpoint Wealth, LLC	0.03%	Add +0.1%	3,413	$329K
Madden Advisory Services, Inc.	0.14%	Add +0.2%	3,404	$329K
Acima Private Wealth, LLC	0.10%	No change	3,404	$329K
Eclectic Associates Inc.	0.06%	Reduce -10.8%	3,400	$328K
Wedgewood Investors Inc.	0.36%	Reduce -3.3%	3,370	$325K
Biltmore Family Office, LLC	0.05%	No change	3,347	$323K
Kure Advisory, LLC	0.20%	No change	3,335	$322K
Objectivity Squared, LLC	0.19%	Add +3.7%	3,304	$319K
Guyasuta Investment Advisors Inc.	0.02%	No change	3,300	$319K
Avantax Planning Partners, Inc.	0.01%	Reduce -16.7%	3,300	$319K
Sage Financial Management Group, Inc.	0.10%	No change	3,293	$318K
Future Fund LLC	0.11%	No change	3,286	$317K
Alpine Bank Wealth Management	0.04%	No change	3,285	$317K
Meridian Investment Counsel Inc.	0.08%	No change	3,275	$316K
Legacy Wealth Management, LLC / MS	0.10%	Reduce -23.6%	3,273	$316K
ARS Wealth Advisors Group, LLC	0.03%	Add +0.1%	3,259	$315K
Balefire, LLC	0.06%	Reduce -24.3%	3,254	$314K
GHP Investment Advisors, Inc.	0.01%	No change	3,229	$312K
Detalus Advisors, LLC	0.08%	Reduce -1.2%	3,218	$311K
AlTi Global, Inc.	0.01%	No change	3,216	$311K
Tennessee Valley Asset Management Partners	0.04%	New	3,197	$309K
Vaughan David Investments LLC	0.01%	No change	3,194	$308K
RPS Advisory Solutions LLC	0.15%	New	3,187	$308K
Willow Creek Wealth Management Inc.	0.03%	Reduce -10.3%	3,187	$308K
Riverview Trust Co	0.37%	No change	3,180	$307K
Thrive Capital Management, LLC	0.08%	New	3,171	$306K
Allstate Corp.	0.01%	New	3,150	$304K
Strategic Financial Concepts, LLC	0.04%	Add +0.3%	3,149	$304K
RFG - Bristol Wealth Advisors, LLC	0.09%	Reduce -12.9%	3,145	$304K
Arete Wealth Advisors, LLC	0.02%	Add +7.5%	3,141	$303K
Diversified Portfolios, Inc.	0.03%	Reduce -0.4%	3,138	$303K
O'ROURKE & COMPANY, Inc	0.13%	No change	3,125	$302K
Pettyjohn, Wood & White, Inc.	0.05%	Reduce -0.8%	3,124	$302K
Rockland Trust Co.	0.01%	New	3,122	$301K
Emerald Advisors, LLC	0.04%	No change	3,117	$301K
Main Line Retirement Advisors, LLC	0.15%	Add +0.3%	3,104	$300K
Members Trust Co	0.01%	Reduce -30.2%	3,104	$300K
Three Cord True Wealth Management, LLC	0.20%	No change	3,103	$300K
Arbor Investment Advisors, LLC	0.04%	No change	3,099	$299K
Petros Family Wealth, LLC	0.25%	No change	3,096	$299K
Marble Harbor Investment Counsel, LLC	0.03%	No change	3,095	$299K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	0.05%	No change	3,084	$298K
First Bank & Trust	0.05%	Add +4.7%	3,082	$298K
Great Oak Capital Partners, LLC	0.08%	Add +0.4%	3,078	$297K
Peak Asset Management, LLC	0.05%	No change	3,075	$297K
Weaver Consulting Group	0.08%	No change	3,058	$295K
Planwiser Financial, LLC	0.23%	Reduce -2.6%	3,075	$294K
Marshall & Sterling Wealth Advisors Inc.	0.19%	No change	3,042	$294K
1834 Investment Advisors Co.	0.04%	No change	3,028	$292K
Noble Wealth Management PBC	0.16%	—	3,026	$292K
Ulland Investment Advisors, LLC	0.22%	No change	3,025	$292K
Adirondack Trust Co.	0.10%	Add +20.6%	3,022	$292K
TPG Advisors LLC	0.19%	No change	3,020	$292K
Formidable Asset Management, LLC	0.05%	No change	3,160	$291K
DHJJ Financial Advisors, Ltd.	0.10%	No change	3,000	$290K
Prudential Financial Inc.	0.00%	Reduce -28.6%	3,000	$290K
Obsidian Personal Planning Solutions LLC	0.10%	No change	3,015	$289K
Royal Harbor Partners, LLC	0.10%	No change	2,987	$288K
Grey Ledge Advisors, LLC	0.07%	No change	2,975	$287K
Columbia Bank	0.08%	New	2,983	$287K
Galvin, Gaustad & Stein, LLC	0.02%	No change	2,964	$286K
Pure Financial Advisors, LLC	0.00%	Reduce -1.8%	2,958	$286K
Peddock Capital Advisors, LLC	0.06%	Reduce -1.8%	2,949	$285K
Apexium Financial, LP	0.01%	Add +0.3%	2,946	$284K
Accelerate Investment Advisors LLC	0.19%	Reduce -2.2%	2,938	$284K
CFS Investment Advisory Services, LLC	0.02%	Add +5.1%	2,910	$283K
Summit Wealth & Retirement Planning, Inc.	0.07%	No change	2,924	$282K
TAGStone Capital, Inc.	0.11%	No change	2,915	$281K
Plan A Wealth LLC	0.14%	Reduce -6.4%	2,915	$281K
Chancellor Financial Group WB LP	0.20%	Reduce -4.3%	2,914	$281K
ORG Partners LLC	0.05%	New	2,910	$281K
First County Bank	0.14%	Reduce -5.7%	2,883	$278K
PGIM Custom Harvest LLC	0.00%	Reduce -2.6%	2,882	$278K
Davis Investment Partners, LLC	0.09%	No change	2,868	$277K
Main Street Financial Solutions, LLC	0.02%	No change	2,860	$276K
Shared Vision Wealth Group LLC	0.12%	Add +4.4%	2,874	$276K
Nixon Peabody Trust Co.	0.02%	Reduce -14.9%	2,850	$275K
TigerOak Management, L.L.C.	0.08%	No change	2,807	$271K
Fairman Group, LLC	0.22%	Add +0.2%	2,803	$271K
American Money Management, LLC	0.05%	No change	2,800	$270K
Nautilus Advisors LLC	0.18%	Add +0.1%	2,791	$269K
Liberty Square Wealth Partners LLC	0.08%	No change	2,782	$269K
K.J. Harrison & Partners Inc	0.04%	New	2,769	$268K
ZWJ Investment Counsel Inc.	0.01%	New	2,759	$266K
Centerpoint Advisory Group	0.21%	Reduce -13.7%	2,753	$266K
Wealth Group Ltd	0.06%	No change	2,753	$266K
Enzi Wealth	0.09%	No change	2,795	$266K
Lantz Financial LLC	0.06%	No change	2,752	$266K
Stephenson & Company, Inc.	0.15%	No change	2,750	$266K
Octavia Wealth Advisors, LLC	0.03%	Reduce -3.0%	2,741	$265K
TCTC Holdings, LLC	0.01%	Reduce -2.2%	2,734	$264K
Hilltop Holdings Inc.	0.01%	Reduce -24.4%	2,720	$263K
Grandfield & Dodd, LLC	0.01%	No change	2,713	$262K
Integral Investment Advisors, Inc.	0.07%	No change	2,706	$261K
Aspen Investment Management Inc	0.10%	No change	2,700	$261K
Archford Capital Strategies, LLC	0.03%	No change	2,700	$261K
Tortoise Investment Management, LLC	0.02%	No change	2,700	$261K
Abundance Wealth Counselors	0.04%	No change	2,698	$260K
Fiduciary Group, LLC	0.02%	Add +13.9%	2,698	$260K
Front Row Advisors LLC	0.09%	No change	2,694	$260K
TruWealth Advisors, LLC	0.01%	Add +0.7%	2,682	$259K
Qube Research & Technologies Ltd	0.00%	Reduce -71.0%	2,682	$259K
Heritage Financial Services, LLC	0.02%	Reduce -14.4%	2,677	$258K
jvl associates llc	0.09%	No change	2,676	$258K
Brandywine Trust Co.	0.04%	No change	2,667	$257K
Cibc World Market Inc.	0.00%	Reduce -5.4%	2,660	$257K
American Trust	0.02%	Add +6.9%	2,655	$256K
Trail Ridge Investment Advisors, LLC	0.11%	No change	2,643	$255K
Silverleafe Capital Partners, LLC	0.08%	No change	2,640	$255K
ARS Investment Partners, LLC	0.02%	Add +5.6%	2,639	$255K
Pinkerton Wealth, LLC	0.03%	No change	2,621	$253K
Integrity Alliance, Llc.	0.01%	Add +0.3%	2,620	$253K
Alaethes Wealth, LLC	0.07%	No change	2,618	$253K
Perkins Coie Trust Co	0.05%	Reduce -3.3%	2,610	$252K
ICONIQ Capital, LLC	0.00%	No change	2,595	$251K
Thrive Wealth Management, LLC	0.04%	No change	2,593	$250K
FSM Wealth Advisors, LLC	0.04%	No change	2,570	$248K
Pacific Sun Financial Corp	0.12%	No change	2,565	$248K
Trust Co. of Vermont	0.01%	Add +3.5%	2,542	$245K
Principle Wealth Partners LLC	0.01%	Reduce -11.2%	2,540	$245K
Henrickson Nauta Wealth Advisors, Inc.	0.08%	Reduce -1.3%	2,536	$245K
BridgePort Financial Solutions, LLC	0.07%	Reduce -0.1%	2,528	$244K
Clear Creek Financial Management, LLC	0.02%	No change	2,518	$243K
Bright Futures Wealth Management, LLC.	0.19%	—	2,512	$243K
Vectors Research Management, LLC	0.08%	No change	2,507	$242K
Accredited Investor Services, LLC	0.17%	Reduce -0.8%	2,500	$241K
LVZ, Inc.	0.03%	Reduce -17.1%	2,500	$241K
Bellevue Asset Management, LLC	0.11%	Add +1.2%	2,496	$241K
Scotia Capital Inc.	0.00%	Reduce -12.3%	2,493	$241K
Vawter Financial, Ltd.	0.11%	New	2,492	$241K
Asio Capital, LLC	0.04%	Reduce -2.5%	2,485	$240K
Fidelity D & D Bancorp Inc.	0.13%	No change	2,476	$239K
Ignite Planners, LLC	0.04%	Add +0.0%	2,467	$238K
Vident Advisory, LLC	0.00%	No change	2,465	$238K
Lansing Street Advisors	0.06%	Reduce -81.0%	2,460	$238K
HighMark Wealth Management LLC	0.10%	Add +0.2%	2,454	$237K
Keystone Wealth Services, LLC	0.05%	No change	2,448	$236K
Horizons Wealth Management	0.16%	Reduce -0.7%	2,446	$236K
Beacon Capital Management, LLC	0.03%	Add +8.7%	2,438	$235K
Frisch Financial Group, Inc.	0.05%	Add +0.3%	2,437	$235K
Hillman Capital Management, Inc.	0.14%	No change	2,433	$235K
Enclave Advisors LLC	0.04%	Add +0.0%	2,431	$235K
GDS Wealth Management	0.02%	Add +0.5%	2,425	$234K
Hobbs Group Advisors, LLC	0.07%	No change	2,410	$233K
SigFig Wealth Management, LLC	0.01%	New	2,403	$232K
Baldwin Wealth Partners LLC	0.02%	No change	2,396	$231K
Dunhill Financial, LLC	0.08%	No change	2,390	$231K
Hilltop Partners LLC	0.07%	Add +0.1%	2,389	$231K
Marino, Stram & Associates LLC	0.04%	Reduce -7.5%	2,385	$230K
Romano Brothers and Company	0.03%	No change	2,375	$229K
Berkshire Asset Management LLC	0.01%	No change	2,373	$229K
Creative Capital Management Investments LLC	0.07%	No change	2,368	$229K
Alpha Omega Wealth Management LLC	0.04%	Reduce -5.2%	2,367	$229K
Bollard Group LLC	0.01%	Add +0.2%	2,361	$228K
Advus Financial Partners, LLC	0.05%	Reduce -0.8%	2,356	$227K
Courage Miller Partners, LLC	0.07%	No change	2,354	$227K
Tradition Wealth Management, LLC	0.02%	Add +0.0%	2,325	$224K
Silver Oak Securities, Incorporated	0.02%	Add +4.3%	2,323	$224K
Welch Group, LLC	0.01%	Add +0.7%	2,321	$224K
Compass Ion Advisors, LLC	0.02%	No change	2,316	$224K
DiNuzzo Private Wealth, Inc.	0.03%	No change	2,325	$223K
Pitcairn Co.	0.02%	No change	2,312	$223K
Wedbush Securities Inc.	0.01%	Reduce -72.7%	2,309	$223K
Athena Investment Management	0.12%	No change	2,299	$222K
Ritholtz Wealth Management	0.00%	No change	2,299	$222K
Benchmark Financial Wealth Advisors, LLC	0.07%	Add +0.3%	2,296	$222K
OneAscent Financial Services LLC	0.01%	Reduce -0.2%	2,290	$221K
MainStreet Investment Advisors LLC	0.03%	No change	2,283	$220K
Confluence Wealth Services, Inc.	0.01%	No change	2,280	$220K
Signal Advisors Wealth, LLC	0.02%	New	2,269	$219K
Warburton Capital Management, LLC	0.13%	No change	2,272	$219K
Pure Portfolios Holdings LLC	0.07%	Reduce -1.0%	2,260	$218K
First Trust Advisors LP	0.00%	No change	2,254	$218K
Roehl & Yi Investment Advisors, LLC	0.09%	Add +0.5%	2,252	$217K
Money Concepts Capital Corp.	0.01%	New	2,249	$217K
Marietta Investment Partners LLC	0.04%	New	2,245	$217K
Firestone Capital Management	0.05%	No change	2,224	$215K
Stokes Family Office, LLC	0.02%	Add +0.7%	2,224	$215K
Barry Investment Advisors, LLC	0.05%	New	2,222	$215K
Personal Cfo Solutions, LLC	0.04%	Reduce -32.6%	2,217	$214K
Mission Creek Capital Partners, Inc.	0.04%	No change	2,217	$214K
Premier Financial Group	0.06%	No change	2,208	$212K
Fingerlakes Wealth Management, Inc.	0.14%	Add +0.2%	2,194	$212K
Arlington Financial Advisors, LLC	0.03%	New	2,191	$212K
Marion Wealth Management	0.05%	No change	2,188	$211K
Norris Perne & French LLP	0.01%	No change	2,187	$211K
Pettee Investors, Inc.	0.12%	No change	2,184	$211K
Horizon Investment Services, LLC	0.08%	Reduce -0.7%	2,183	$211K
Twin Peaks Wealth Advisors, LLC	0.07%	Add +1.6%	2,182	$211K
Armor Investment Advisors, LLC	0.07%	Reduce -77.2%	2,160	$209K
Carlton Hofferkamp & Jenks Wealth Management, LLC	0.07%	No change	2,136	$208K
Financial Advisory Corp	0.03%	Reduce -2.7%	2,140	$207K
Apella Capital, LLC	0.00%	Reduce -8.0%	2,153	$205K
Fonville Wealth Management LLC	0.05%	New	2,119	$205K
Olistico Wealth, LLC	0.11%	Reduce -7.8%	2,108	$204K
Burns Matteson Capital Management, LLC	0.09%	New	2,102	$203K
Independent Family Office, LLC	0.09%	New	2,100	$203K
Pointe Capital Management LLC	0.10%	New	2,087	$202K
McAdam, LLC	0.01%	New	2,081	$201K
Trust Co. of Oklahoma	0.06%	New	2,080	$201K
Topsail Wealth Management, LLC	0.03%	No change	2,076	$200K
Stewardship Advisors, LLC	0.05%	New	2,074	$200K
Teachers Insurance & Annuity Association of America	0.24%	No change	2,062	$199K
Capital Advisors, Ltd. LLC	0.02%	Add +11.3%	2,047	$198K
Westwind Capital	0.04%	No change	1,943	$188K
Millstone Evans Group, LLC	0.12%	No change	1,932	$187K
MRP Capital Investments, LLC	0.15%	Reduce -24.3%	1,946	$179K
Valley National Advisers Inc.	0.03%	Reduce -53.2%	1,820	$175K
Integrity Financial Corp	0.08%	No change	1,805	$174K
Painted Porch Advisors LLC	0.07%	No change	1,800	$174K
LGT Financial Advisors LLC	0.37%	Add +0.3%	1,773	$171K
Hamilton Point Investment Advisors, LLC	0.03%	Add +13.1%	1,759	$170K
Strategic Wealth Partners, Ltd.	0.01%	Reduce -45.9%	1,672	$161K
Ballast Advisors LLC	0.04%	Reduce -12.3%	1,642	$159K
Hazlett, Burt & Watson, Inc.	0.06%	Reduce -7.0%	1,620	$157K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.00%	Add +30.6%	1,579	$153K
CVA Family Office, LLC	0.02%	No change	1,539	$149K
Financial Freedom, LLC	0.07%	Add +0.2%	1,536	$148K
Edmond DE Rothschild Holding S.A.	0.00%	No change	1,523	$147K
MJT & Associates Financial Advisory Group, Inc.	0.12%	No change	1,500	$145K
New Republic Capital, LLC	0.04%	Add +0.1%	1,473	$142K
FSA Wealth Management LLC	0.05%	Reduce -12.5%	1,471	$142K
Capital Investment Advisory Services, LLC	0.01%	Add +3.5%	1,470	$142K
LRI Investments, LLC	0.01%	No change	1,460	$141K
Rothschild Investment LLC	0.01%	Reduce -12.2%	1,438	$139K
Cetera Trust Company, N.A	0.08%	No change	1,425	$138K
CNB Bank	0.06%	No change	1,425	$138K
Medallion Wealth Advisors, LLC	0.05%	No change	1,420	$137K
Investment Counsel Co. of Nevada	0.27%	New	1,373	$133K
Morris Financial Concepts, Inc.	0.05%	No change	1,364	$132K
Elevation Wealth Partners, LLC	0.05%	No change	1,345	$130K
Nemes Rush Group LLC	0.01%	Add +0.3%	1,329	$128K
First Command Advisory Services, Inc.	0.00%	Add +260.4%	1,319	$127K
High Note Wealth, LLC	0.03%	Reduce -7.2%	1,308	$126K
Glen Eagle Advisors, LLC	0.02%	No change	1,292	$125K
Chilton Capital Management LLC	0.00%	New	1,284	$124K
Darwin Wealth Management, LLC	0.04%	Add +0.3%	1,281	$124K
Vermillion & White Wealth Management Group, LLC	0.07%	No change	1,276	$123K
Provenance Wealth Advisors, LLC	0.02%	No change	1,275	$123K
Motco	0.01%	No change	1,208	$117K
Marquette Associates, Inc.	0.14%	No change	1,197	$116K
Anchor Investment Management, LLC	0.01%	Add +0.1%	1,169	$113K
Root Financial Partners, LLC	0.01%	New	1,165	$112K
Aristotle Capital Boston, LLC	0.01%	Reduce -31.3%	1,163	$112K
Covenant Partners, LLC	0.03%	Reduce -15.0%	1,162	$112K
Park Place Capital Corp	0.02%	Reduce -40.8%	1,150	$111K
Truvestments Capital LLC	0.02%	No change	1,140	$110K
Washington Trust Advisors, Inc.	0.01%	Add +22.2%	1,138	$110K
Mechanics Financial Corp	0.04%	Reduce -8.4%	1,127	$109K
Manning & Napier Advisors LLC	0.00%	New	1,123	$108K
Financial Perspectives, Inc	0.03%	Reduce -3.9%	1,043	$101K
West Financial Advisors, LLC	0.02%	No change	1,040	$100K
Arcadia Investment Advisors LLC	0.05%	No change	1,038	$100K
Fourth Dimension Wealth, LLC	0.04%	Add +462.0%	1,034	$100K
Knott David M Jr	0.04%	New	695	$99K
Koesten, Hirschmann & Crabtree, INC.	0.05%	No change	1,000	$97K
Avalon Trust Co	0.01%	No change	1,000	$97K
Harris Associates (Oakmark Funds)	0.00%	No change	1,000	$97K
Rossby Financial, LCC	0.03%	Add +14.3%	997	$96K
Comprehensive Financial Planning, Inc.	0.07%	Add +0.1%	994	$96K
Raleigh Capital Management Inc.	0.04%	Add +354.9%	978	$94K
Lowe Wealth Advisors, LLC	0.03%	No change	958	$92K
Corsicana & Co.	0.05%	—	948	$92K
Hopwood Financial Services, Inc.	0.06%	No change	945	$91K
Morse Asset Management, Inc	0.02%	No change	921	$89K
Mma Asset Management LLC	0.03%	New	914	$88K
Glass Jacobson Investment Advisors llc	0.03%	Add +26.8%	913	$88K
Piscataqua Savings Bank	0.07%	No change	900	$87K
Highline Wealth Partners LLC	0.02%	Add +20.9%	892	$86K
Asset Dedication, LLC	0.01%	No change	887	$86K
CX Institutional	0.00%	Add +370.6%	866	$84K
Bogart Wealth, LLC	0.00%	Add +1.5%	863	$83K
Select Equity Group, L.P.	0.00%	New	858	$83K
GPS Wealth Strategies Group, LLC	0.01%	No change	835	$81K
Cornerstone Planning Group LLC	0.01%	New	573	$79K
Roxbury Financial LLC	0.07%	Reduce -4.5%	794	$77K
Key Financial Inc	0.01%	Add +63.8%	773	$75K
Pittenger & Anderson Inc.	0.00%	No change	766	$74K
Redwood Park Advisors LLC	0.05%	No change	749	$72K
Barrett & Company, Inc.	0.02%	No change	749	$72K
Morling Financial Advisors, LLC	0.02%	Add +16.8%	701	$68K
Quaker Wealth Management, LLC	0.02%	No change	686	$66K
American Capital Advisory, LLC	0.03%	No change	675	$65K
Hughes Financial Services, LLC	0.01%	No change	668	$64K
WealthCollab, LLC	0.03%	No change	664	$64K
North Capital, Inc.	0.05%	Add +0.1%	660	$64K
Ameriflex Group, Inc.	0.02%	Reduce -52.3%	650	$63K
Colony Family Offices, LLC	0.02%	No change	638	$62K
MPWM Advisory Solutions, LLC	0.04%	Reduce -8.9%	612	$59K
Robinswood Financial LLC	0.02%	Reduce -1.0%	612	$59K
Clearstead Trust, LLC	0.01%	Reduce -39.5%	603	$58K
Copia Wealth Management	0.04%	No change	584	$56K
Providence Capital Advisors, LLC	0.01%	No change	580	$56K
Transamerica Financial Advisors, LLC	0.00%	Add +0.3%	578	$56K
Creative Financial Designs Inc.	0.00%	Add +43.0%	569	$55K
Milestone Investment Advisors LLC	0.01%	No change	562	$54K
Woodside Wealth Management LLC	0.04%	No change	560	$54K
SIMA Wealth Partners, LLC	0.04%	Reduce -7.2%	542	$52K
Crews Bank & Trust	0.01%	Add +23.5%	525	$51K
Cedar Mountain Advisors, LLC	0.01%	No change	509	$49K
Bank of New Hampshire	0.01%	No change	500	$48K
Coston, McIsaac & Partners	0.01%	No change	500	$48K
Private Wealth Management Group, LLC	0.01%	Reduce -5.8%	488	$47K
Cary Street Partners Investment Advisory LLC	0.02%	New	488	$47K
AllSquare Wealth Management LLC	0.02%	No change	480	$46K
Rise Advisors, LLC	0.02%	Add +0.2%	472	$46K
Atlantic Private Wealth, LLC	0.03%	No change	466	$45K
Provident Wealth Management, LLC	0.01%	No change	460	$44K
Pacific Center for Financial Services	0.01%	No change	448	$43K
Moisand Fitzgerald Tamayo, LLC	0.00%	No change	418	$40K
Mascoma Wealth Management LLC	0.01%	No change	406	$39K
Realta Investment Advisors	0.01%	Reduce -20.4%	401	$39K
Smartleaf Asset Management LLC	0.00%	Add +192.0%	400	$39K
Wolff Wiese Magana LLC	0.02%	No change	398	$38K
Physician Wealth Advisors, Inc.	0.01%	Reduce -0.8%	390	$38K
Cardiff Park Advisors, LLC	0.00%	No change	380	$37K
Rialto Wealth Management, LLC	0.01%	Reduce -43.2%	379	$37K
Security National Bank	0.01%	No change	360	$35K
Future Financial Wealth Managment LLC	0.02%	No change	343	$33K
Paladin Advisory Group, LLC	0.03%	No change	337	$33K
KERR FINANCIAL PLANNING Corp	0.04%	—	336	$32K
TOWER TRUST & INVESTMENT Co	0.02%	No change	320	$31K
HHM Wealth Advisors, LLC	0.00%	No change	312	$30K
Concord Wealth Partners	0.00%	No change	305	$29K
Advantage Trust Co	0.01%	No change	304	$29K
Peoples Financial Services Corp.	0.01%	No change	300	$29K
Godsey & Gibb, Inc.	0.00%	No change	300	$29K
First Pacific Financial	0.00%	Reduce -1.0%	297	$29K
SJS Investment Consulting Inc.	0.00%	No change	295	$28K
Pin Oak Investment Advisors Inc.	0.02%	No change	247	$24K
Hemington Wealth Management	0.00%	No change	231	$22K
Financial Gravity Asset Management, Inc.	0.00%	—	222	$21K
St Germain D J Co. Inc.	0.00%	No change	216	$21K
Consultiva Wealth Management, Corp.	0.06%	No change	206	$20K
Westside Investment Management, Inc.	0.00%	No change	200	$19K
RMG Wealth Management LLC	0.00%	No change	193	$19K
Measured Wealth Private Client Group, LLC	0.01%	New	192	$19K
Gables Capital Management Inc.	0.01%	No change	190	$18K
Core Alternative Capital	0.01%	No change	190	$18K
Smallwood Wealth Investment Management, LLC	0.01%	No change	190	$18K
McIlrath & Eck, LLC	0.00%	No change	182	$18K
Kelleher Financial Advisors	0.00%	New	180	$17K
Eukles Asset Management	0.01%	No change	166	$16K
Armstrong Advisory Group, Inc.	0.00%	No change	159	$15K
Main Management LLC	0.00%	No change	144	$14K
NFSG Corp	0.00%	No change	145	$14K
SRH Advisors, LLC	0.00%	No change	144	$14K
Cornerstone National Bank & Trust Co	0.01%	No change	141	$14K
Sound Income Strategies, LLC	0.00%	No change	140	$14K
Signaturefd, LLC	0.00%	No change	138	$13K
JPL Wealth Management, LLC	0.00%	New	134	$13K
Annis Gardner Whiting Capital Advisors, LLC	0.00%	No change	131	$13K
NWK Group, Inc.	0.00%	No change	128	$12K
Legacy Wealth Managment, LLC	0.01%	Reduce -69.3%	126	$12K
IAG Wealth Partners, LLC	0.00%	No change	126	$12K
Tucker Asset Management LLC	0.00%	No change	124	$12K
Evolution Wealth Management Inc.	0.01%	Reduce -49.8%	123	$12K
Guerra Advisors Inc	0.00%	New	118	$11K
Flagship Wealth Advisors, LLC	0.00%	No change	109	$11K
Financial Consulate, Inc.	0.00%	New	108	$10K
2UniFi Bank	0.01%	No change	108	$10K
Compass Financial Services Inc	0.00%	New	101	$10K
Jackson, Grant Investment Advisers, Inc.	0.00%	No change	100	$10K
Pandora Wealth, Inc.	0.01%	No change	100	$10K
Strive Asset Management, LLC	0.01%	New	99	$10K
Nalls Sherbakoff Group, LLC	0.01%	No change	96	$9K
Hilltop National Bank	0.00%	No change	87	$8K
Luminist Capital LLC	0.01%	Add +850.0%	76	$7K
First Community Trust NA	0.01%	No change	74	$7K
Clean Yield Group	0.00%	New	56	$5K
Valued Wealth Advisors LLC	0.00%	No change	52	$5K
BTG Pactual Asset Management US LLC	0.00%	No change	49	$5K
Abound Wealth Management	0.00%	Reduce -20.4%	39	$4K
FWL Investment Management, LLC	0.00%	Reduce -97.8%	39	$4K
Rosenberg Matthew Hamilton	0.00%	Reduce -59.1%	38	$4K
Exchange Traded Concepts, LLC	0.00%	Reduce -75.8%	32	$3K
Cloud Capital Management, LLC	0.00%	New	36	$3K
Tower Research Capital LLC (TRC)	0.00%	Reduce -99.8%	27	$3K
Quest 10 Wealth Builders, Inc.	0.00%	No change	24	$2K
Sellwood Investment Partners LLC	0.00%	No change	24	$2K
Kiker Wealth Management, LLC	0.00%	New	21	$2K
Avion Wealth	0.00%	No change	22	$2K
10Elms LLP	0.00%	No change	20	$2K
Caitlin John, LLC	0.00%	New	20	$2K
London Co. of Virginia	0.00%	Add +216.7%	19	$2K
Spurstone Advisory Services, LLC	0.02%	No change	17	$2K
Horizon Investments, LLC	0.00%	No change	16	$2K
N.E.W. Advisory Services LLC	0.00%	No change	14	$1K
New Millennium Group LLC	0.00%	Reduce -97.8%	11	$1K
Logan Capital Management Inc.	0.00%	No change	10	$966
Creekmur Asset Management LLC	0.00%	No change	9	$869
Wealth Watch Advisors, INC	0.00%	New	6	$579
SYM FINANCIAL Corp	0.00%	No change	5	$496
REAP Financial Group, LLC	0.00%	New	5	$483
Kozak & Associates, Inc.	0.00%	New	5	$465
Abich Financial Wealth Management LLC	0.00%	—	2	$193
Global Wealth Strategies & Associates	0.00%	No change	2	$193
Summit Securities Group LLC	0.00%	New	1	$97
Performa Ltd (US), LLC	0.00%	No change	1	$97
Harbor Capital Advisors, Inc.	0.00%	No change	4	$0

"% 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.