iShares Russell Mid-Cap ValuIWSETF
13F holders, Q2 2024 (June 30)856holders +4
51new positions
46sold out
2famous investors
$120.60avg. 13F price*
At the end of Q2 2024, 856 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 4 from Q1 2024. 51 opened new positions and 46 sold out. The largest holders were Jones Financial Companies LLLP ($1.0B), Morgan Stanley ($957.5M) and Tiaa Trust, National Association ($557.1M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $61.5M |
| Exits | 46 | $35.4M |
All 13F filers, Q1 2024 → Q2 2024: 3,252,994 shares bought and 10,414,389 shares sold, net −7,161,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 856 holders
| Jones Financial Companies LLLP | 1.16% | Add +6.0% | 8,289,446 | $1.0B |
| Morgan Stanley | 0.07% | Reduce -0.4% | 7,930,180 | $957.5M |
| Tiaa Trust, National Association | 1.72% | Reduce -63.3% | 4,617,188 | $557.1M |
| Envestnet Portfolio Solutions, Inc. | 1.75% | Add +2.5% | 4,147,092 | $500.7M |
| US Bancorp \de | 0.67% | Add +0.2% | 4,087,102 | $493.5M |
| Wells Fargo & Company | 0.12% | Reduce -1.5% | 3,863,779 | $466.5M |
| Bank of America Corp. | 0.04% | Reduce -15.2% | 3,730,729 | $450.4M |
| Royal Bank of Canada | 0.09% | Add +12.8% | 3,106,489 | $375.1M |
| First Citizens Bank & Trust Co. | 6.59% | Add +2.6% | 2,894,098 | $349.4M |
| Commerce Bank | 1.91% | Reduce -3.8% | 2,435,630 | $294.1M |
| Commonwealth Equity Services, LLC | 0.43% | Reduce -6.5% | 2,237,115 | $270.1M |
| FMR LLC | 0.02% | Reduce -1.3% | 2,035,586 | $245.8M |
| Betterment LLC | 0.60% | Reduce -3.4% | 1,911,224 | $230.8M |
| UBS Group AG | 0.06% | Reduce -3.3% | 1,654,439 | $199.8M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -2.5% | 1,506,951 | $181.9M |
| Victory Capital Management Inc. | 0.15% | Add +1.0% | 1,215,700 | $146.8M |
| Ameriprise Financial Inc. | 0.04% | Add +1.1% | 1,208,497 | $145.9M |
| Zions Bancorporation, N.A. | 10.65% | Reduce -14.6% | 1,101,601 | $133.0M |
| Cassaday & Co Wealth Management LLC | 3.53% | Add +1.8% | 930,308 | $112.3M |
| LPL Financial LLC | 0.05% | Add +4.4% | 877,603 | $106.0M |
| Stephens Inc. | 1.51% | Reduce -0.1% | 820,181 | $99.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -7.3% | 793,561 | $95.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.6% | 708,058 | $85.5M |
| Stephens Group Asset Management, LLC | 7.45% | Reduce -0.7% | 676,677 | $81.7M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +3.4% | 585,867 | $70.7M |
| Truist Financial Corp. | 0.10% | Reduce -2.1% | 547,765 | $66.1M |
| Equitable Holdings, Inc. | 0.62% | Reduce -2.5% | 491,056 | $59.3M |
| Heritage Wealth Advisors | 2.62% | Add +2.5% | 480,649 | $58.0M |
| AMG National Trust Bank | 1.18% | Add +1.9% | 361,994 | $43.7M |
| Wolverine Trading, LLC | 0.69% | New | 350,170 | $42.3M |
| One Capital Management, LLC | 1.41% | Reduce -13.6% | 342,443 | $41.3M |
| Anchor Capital Advisors LLC | 1.16% | Add +139.3% | 341,598 | $41.2M |
| Corient Private Wealth LP | 0.07% | Add +9.2% | 320,443 | $38.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.4% | 316,579 | $38.2M |
| Chicago Partners Investment Group LLC | 1.46% | Reduce -2.7% | 295,642 | $37.7M |
| Cetera Investment Advisers | 0.08% | Reduce -1.5% | 291,327 | $35.2M |
| AE Wealth Management LLC | 0.34% | Add +1.3% | 284,573 | $34.4M |
| Mariner, LLC | 0.06% | Reduce -1.1% | 275,723 | $33.3M |
| GLOBALT Investments LLC / GA | 1.33% | Add +0.9% | 274,863 | $33.2M |
| Wescott Financial Advisory Group, LLC | 3.81% | Reduce -3.7% | 271,970 | $32.8M |
| Cedar Mountain Advisors, LLC | 7.41% | Add +1.0% | 248,687 | $30.0M |
| Focus Partners Wealth | 0.10% | Add +98.4% | 237,140 | $28.6M |
| Natixis Advisors, LLC | 0.06% | Add +962.4% | 236,919 | $28.6M |
| SVB Wealth LLC | 0.70% | Add +16.8% | 234,084 | $28.3M |
| HSBC Holdings PLC | 0.02% | Add +95.7% | 233,692 | $28.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -5.7% | 215,464 | $26.0M |
| Keybank National Association | 0.10% | Reduce -0.7% | 202,933 | $24.5M |
| LPWM LLC | 8.27% | Add +1.4% | 199,757 | $23.9M |
| Pegasus Partners Ltd. | 2.38% | Add +9.0% | 195,098 | $23.6M |
| M&T Bank Corp | 0.08% | Reduce -1.0% | 195,081 | $23.6M |
| Earnest Partners LLC | 0.11% | Add +133.4% | 187,672 | $22.7M |
| Thompson Siegel & Walmsley LLC | 0.36% | Add +112.7% | 184,318 | $22.3M |
| Covenant Partners, LLC | 6.70% | Reduce -5.6% | 182,517 | $22.0M |
| Kestra Advisory Services, LLC | 0.12% | Add +1.3% | 177,080 | $20.9M |
| Hapanowicz & Associates Financial Services, Inc | 11.77% | Add +1.9% | 170,787 | $20.6M |
| Raymond James & Associates | 0.01% | Add +0.7% | 164,924 | $19.9M |
| Moneta Group Investment Advisors LLC | 0.31% | Reduce -0.7% | 161,320 | $19.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +1.5% | 160,178 | $19.3M |
| Badgley Phelps Wealth Managers, LLC | 0.47% | Add +0.0% | 155,836 | $18.8M |
| HighTower Advisors, LLC | 0.03% | Add +4.3% | 153,185 | $18.5M |
| Asset Management Group, Inc. | 2.80% | Reduce -0.7% | 152,752 | $18.4M |
| Rodgers & Associates, LTD | 2.34% | Add +1.8% | 150,599 | $18.2M |
| First Citizens Asset Management, Inc. | 6.45% | Add +0.0% | 143,379 | $17.3M |
| RTD Financial Advisors, Inc. | 2.32% | Add +0.7% | 142,980 | $17.3M |
| Bishop & Co Investment Management, LLC | 10.20% | Reduce -0.1% | 139,218 | $16.8M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -1.9% | 138,637 | $16.6M |
| Fifth Third Bancorp | 0.06% | Reduce -1.5% | 135,616 | $16.4M |
| Stifel Financial Corp. | 0.02% | Add +1.8% | 130,903 | $15.8M |
| Legacy Edge Advisors, LLC | 2.91% | Add +3.5% | 130,732 | $15.8M |
| LBJ Family Wealth Advisors, Ltd. | 9.64% | Reduce -1.8% | 127,003 | $15.3M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 126,049 | $15.2M |
| Captrust Financial Advisors | 0.05% | Reduce -16.5% | 125,914 | $15.2M |
| Avantax Advisory Services, Inc. | 0.11% | Add +5.8% | 122,088 | $14.7M |
| HUB Investment Partners, LLC | 0.70% | Add +8.7% | 119,422 | $14.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.2% | 112,106 | $13.5M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +0.6% | 111,799 | $13.5M |
| Baird Financial Group, Inc. | 0.03% | Reduce -14.4% | 109,709 | $13.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.0% | 108,362 | $13.1M |
| Comerica Bank | 0.05% | Reduce -7.0% | 106,097 | $12.8M |
| Waverly Advisors, LLC | 0.25% | Reduce -0.4% | 105,547 | $12.7M |
| Fifth Third Securities, Inc. | 1.17% | Add +1.4% | 105,128 | $12.7M |
| UMB Bank, n.a. | 0.21% | Reduce -9.5% | 104,232 | $12.6M |
| Bokf, NA | 0.22% | Reduce -4.3% | 99,791 | $12.0M |
| Bank of Montreal | 0.00% | Reduce -0.3% | 96,879 | $12.0M |
| Creative Planning | 0.01% | Reduce -0.3% | 96,200 | $11.6M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Reduce -3.1% | 93,661 | $11.3M |
| Avantax Planning Partners, Inc. | 0.36% | Reduce -56.0% | 93,274 | $11.3M |
| Etfidea, LLC | 3.66% | Add +2.4% | 89,747 | $10.8M |
| Occidental Asset Management, LLC | 1.87% | Add +5.6% | 88,023 | $10.6M |
| Clearstead Advisors, LLC | 0.18% | Add +20518.5% | 87,835 | $10.6M |
| Assetmark, Inc. | 0.03% | Reduce -1.4% | 87,367 | $10.5M |
| Johnson Investment Counsel Inc. | 0.11% | Reduce -0.2% | 83,561 | $10.1M |
| First Horizon Advisors, Inc. | 0.30% | Add +0.1% | 81,467 | $9.8M |
| Accredited Investors Inc. | 0.61% | Reduce -10.5% | 80,912 | $9.8M |
| JMG Financial Group, Ltd. | 0.36% | Reduce -5.3% | 80,789 | $9.8M |
| Simplicity Wealth,LLC | 0.22% | Reduce -25.6% | 80,054 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.18% | Reduce -5.9% | 76,156 | $9.2M |
| Prudential Financial Inc. | 0.01% | Reduce -4.5% | 74,611 | $9.0M |
| Twin Focus Capital Partners, LLC | 1.43% | Reduce -2.6% | 73,907 | $8.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -13.6% | 71,000 | $8.6M |
| MAI Capital Management | 0.08% | Reduce -0.6% | 68,495 | $8.3M |
| WestHill Financial Advisors, Inc. | 1.99% | Reduce -0.5% | 68,062 | $8.2M |
| Prosperity Consulting Group, LLC | 1.09% | Reduce -1.2% | 66,740 | $8.1M |
| Synovus Financial Corp. | 0.11% | Reduce -1.4% | 66,655 | $8.0M |
| Savant Capital, LLC | 0.08% | Reduce -2.3% | 66,176 | $8.0M |
| Financial Planning & Information Services, Inc. | 1.19% | Reduce -1.4% | 64,525 | $7.8M |
| Evergreen Capital Management LLC | 0.28% | Add +4.2% | 64,275 | $7.8M |
| Mill Creek Capital Advisors, LLC | 0.19% | Add +122.1% | 61,597 | $7.4M |
| Cwm, LLC | 0.04% | Add +9.1% | 61,452 | $7.4M |
| Inspirion Wealth Advisors, LLC | 1.13% | Add +1.0% | 60,984 | $7.4M |
| MML Investors Services, LLC | 0.03% | Reduce -12.6% | 59,731 | $7.2M |
| Conning Inc. | 0.27% | Add +8.8% | 59,127 | $7.1M |
| Sanctuary Advisors, LLC | 0.05% | — | 56,926 | $6.8M |
| Pinnacle Financial Partners Inc | 0.14% | Add +6.3% | 55,552 | $6.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -1.0% | 53,501 | $6.5M |
| Corundum Group, Inc. | 2.52% | Add +2.8% | 53,443 | $6.5M |
| McAdam, LLC | 0.38% | Reduce -1.9% | 52,229 | $6.3M |
| NewEdge Advisors, LLC | 0.05% | Add +8.4% | 51,446 | $6.2M |
| Nuance Investments, LLC | 0.18% | Reduce -16.8% | 49,118 | $5.9M |
| James J. Burns & Company, LLC | 1.16% | Add +32.3% | 49,034 | $5.9M |
| Mullaney, Keating & Wright, Inc. | 4.53% | — | 48,372 | $5.8M |
| Processus Wealth & Capital Management, LLC | 4.84% | Add +1.1% | 48,342 | $5.8M |
| Powell Investment Advisors, LLC | 2.95% | Add +0.9% | 47,194 | $5.7M |
| Kingdom Financial Group LLC. | 3.85% | Add +5.5% | 47,102 | $5.7M |
| Bleakley Financial Group, LLC | 0.16% | Reduce -5.7% | 47,077 | $5.7M |
| Ascent Group, LLC | 0.46% | Add +59.8% | 46,571 | $5.6M |
| German American Bancorp, Inc. | 0.65% | Reduce -2.0% | 46,512 | $5.6M |
| Councilor Wealth, LLC | 2.84% | Reduce -15.1% | 45,565 | $5.5M |
| Forte Capital LLC | 0.66% | Reduce -27.6% | 45,141 | $5.5M |
| Bellwether Advisors, LLC | 1.12% | New | 44,176 | $5.3M |
| Farmers & Merchants Investments Inc. | 0.18% | Add +1.1% | 43,908 | $5.3M |
| NewEdge Wealth, LLC | 0.11% | Reduce -6.9% | 43,315 | $5.2M |
| Vance Wealth, LLC | 2.10% | Add +5.8% | 42,288 | $5.1M |
| XML Financial, LLC | 0.51% | Add +0.5% | 42,251 | $5.1M |
| Glenmede Trust Co. NA | 0.02% | Reduce -2.7% | 40,638 | $4.9M |
| Aldebaran Capital, LLC | 4.37% | Reduce -3.0% | 38,764 | $4.7M |
| Mather Group, Llc. | 0.06% | Add +4.2% | 37,171 | $4.7M |
| Summit Financial, LLC | 0.21% | Add +678.6% | 38,068 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.9% | 37,835 | $4.6M |
| Amarillo National Bank | 0.86% | Reduce -1.2% | 37,337 | $4.5M |
| Community Bank, N.A. | 0.59% | Reduce -0.8% | 37,303 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.9% | 36,530 | $4.4M |
| Lido Advisors, LLC | 0.04% | Add +0.9% | 36,438 | $4.4M |
| Investment Partners, LTD. | 1.94% | Reduce -1.5% | 35,835 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Add +3.1% | 34,439 | $4.2M |
| Kennedy Capital Management LLC | 0.09% | Add +264.0% | 33,711 | $4.1M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -2.9% | 33,527 | $4.0M |
| Focus Financial Network, Inc. | 0.17% | Add +0.7% | 31,837 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Add +267.8% | 33,157 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -3.3% | 32,457 | $3.9M |
| Modera Wealth Management, LLC | 0.06% | Reduce -1.0% | 32,284 | $3.9M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -3.7% | 32,004 | $3.9M |
| Auour Investments LLC | 1.44% | Add +2.6% | 31,942 | $3.9M |
| Regions Financial Corp. | 0.03% | Add +5.3% | 31,287 | $3.8M |
| Falcon Wealth Planning | 0.49% | Reduce -4.9% | 31,214 | $3.8M |
| Rwa Wealth Partners, LLC | 0.05% | No change | 30,884 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 30,708 | $3.7M |
| FMA Wealth Management, LLC | 2.98% | Add +0.2% | 30,582 | $3.7M |
| Bridges Investment Management Inc. | 0.05% | Add +26.9% | 29,646 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -2.3% | 29,295 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +13.5% | 28,748 | $3.5M |
| Park Avenue Securities LLC | 0.04% | Add +7.2% | 28,629 | $3.5M |
| ARK & TLK Investments, LLC | 1.29% | No change | 28,477 | $3.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.9% | 28,084 | $3.4M |
| Northeast Financial Consultants Inc | 0.15% | No change | 27,788 | $3.4M |
| Connecticut Wealth Management, LLC | 0.17% | Add +0.3% | 27,719 | $3.3M |
| HBK Sorce Advisory LLC | 0.11% | Reduce -4.9% | 26,771 | $3.2M |
| Condor Capital Management | 0.30% | Add +1.8% | 26,039 | $3.1M |
| Sage Financial Group Inc. | 0.27% | Reduce -1.9% | 25,798 | $3.1M |
| Platte River Wealth Advisors, LLC | 0.85% | Reduce -0.6% | 25,227 | $3.0M |
| Quantum Portfolio Management LLC | 1.74% | Reduce -1.6% | 25,162 | $3.0M |
| Citigroup Inc. | 0.00% | Add +6.6% | 24,291 | $2.9M |
| City Holding Co. | 0.43% | Add +1.2% | 23,916 | $2.9M |
| Harbor Investment Advisory, LLC | 0.30% | No change | 23,914 | $2.9M |
| KMG Fiduciary Partners, LLC | 0.28% | Add +27.2% | 23,823 | $2.9M |
| Blair William & Co. | 0.01% | Add +0.6% | 23,677 | $2.9M |
| Whitaker-Myers Wealth Managers, LTD. | 1.05% | Add +77.3% | 23,491 | $2.8M |
| First Merchants Corp. | 0.11% | Add +0.2% | 23,362 | $2.8M |
| Noble Family Wealth, LLC | 0.80% | Reduce -1.5% | 23,019 | $2.8M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -10.9% | 22,985 | $2.8M |
| MSH Capital Advisors LLC | 0.91% | Add +2.1% | 22,445 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +255.7% | 22,031 | $2.7M |
| FAS Wealth Partners, Inc. | 0.23% | Reduce -1.6% | 21,783 | $2.6M |
| Global Retirement Partners, LLC | 0.08% | Reduce -1.9% | 21,741 | $2.6M |
| Concourse Financial Group Securities, Inc. | 0.16% | Add +2.6% | 21,408 | $2.6M |
| First Pacific Financial | 0.66% | Reduce -3.3% | 21,378 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -31.4% | 21,164 | $2.6M |
| Eukles Asset Management | 1.11% | Add +1.6% | 21,151 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.4% | 21,127 | $2.6M |
| NorthCoast Asset Management LLC | 0.02% | Add +104.3% | 20,948 | $2.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +74.8% | 20,762 | $2.5M |
| Atlas Brown,Inc. | 0.89% | Reduce -0.9% | 20,515 | $2.5M |
| Brown Advisory Inc. | 0.00% | Reduce -0.2% | 20,220 | $2.4M |
| Brighton Jones LLC | 0.08% | Add +0.1% | 19,904 | $2.4M |
| Whitegate Investment Counselors, Inc. | 0.68% | No change | 19,817 | $2.4M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 19,779 | $2.4M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +517.2% | 19,570 | $2.4M |
| Townsquare Capital LLC | 0.03% | Add +69.2% | 19,531 | $2.4M |
| Choreo, LLC | 0.04% | Add +65.7% | 19,437 | $2.3M |
| Fidelis Capital Partners, LLC | 0.32% | Reduce -4.4% | 18,469 | $2.2M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +22.1% | 18,515 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +5.5% | 18,455 | $2.2M |
| BlackRock Inc. | 0.00% | Add +7.1% | 18,383 | $2.2M |
| Wesbanco Bank Inc. | 0.08% | Reduce -1.1% | 18,313 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.15% | Add +54.8% | 17,187 | $2.2M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Reduce -1.3% | 18,143 | $2.2M |
| Whittier Trust Co. | 0.03% | Reduce -0.1% | 18,098 | $2.2M |
| Freedom Investment Management, Inc. | 0.18% | Reduce -8.5% | 17,870 | $2.2M |
| Telos Capital Management, Inc. | 0.23% | Add +0.6% | 17,461 | $2.1M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -5.6% | 17,457 | $2.1M |
| Performance Wealth Partners, LLC | 0.08% | Reduce -4.3% | 17,260 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Reduce -1.2% | 17,151 | $2.1M |
| SageView Advisory Group, LLC | 0.13% | Add +422.6% | 17,010 | $2.1M |
| Glenview Trust Co | 0.04% | Add +2.3% | 16,753 | $2.0M |
| Annapolis Financial Services, LLC | 0.65% | Reduce -0.7% | 16,598 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +4.6% | 16,525 | $2.0M |
| Financial Counselors Inc. | 0.03% | Reduce -1.9% | 16,513 | $2.0M |
| Ballentine Partners, LLC | 0.04% | Add +352.0% | 16,386 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.2% | 16,348 | $2.0M |
| Csenge Advisory Group | 0.11% | Add +43.3% | 16,347 | $2.0M |
| AdvisorNet Financial, Inc | 0.18% | Add +12.0% | 16,261 | $2.0M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -0.9% | 16,157 | $2.0M |
| TFB Advisors LLC | 0.63% | Add +12.5% | 16,053 | $1.9M |
| Beacon Bank & Trust | 0.47% | Reduce -5.0% | 15,339 | $1.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +12.2% | 15,132 | $1.8M |
| Horst & Graben Wealth Management LLC | 0.34% | Add +0.1% | 14,948 | $1.8M |
| Widmann Financial Services, Inc. | 1.45% | Reduce -1.9% | 14,790 | $1.8M |
| Virtue Capital Management, LLC | 0.30% | Reduce -7.3% | 13,996 | $1.8M |
| Tectonic Advisors LLC | 0.13% | Add +30.3% | 14,531 | $1.8M |
| Quadrant Capital Group LLC | 0.13% | Reduce -1.0% | 14,474 | $1.7M |
| Insight 2811, Inc. | 0.91% | Reduce -12.3% | 14,468 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Reduce -4.3% | 14,328 | $1.7M |
| Wintrust Investments LLC | 0.14% | Add +2.1% | 14,216 | $1.7M |
| Home Federal Bank of Tennessee | 0.52% | Reduce -0.1% | 14,193 | $1.7M |
| Tradition Wealth Management, LLC | 0.16% | Reduce -2.3% | 14,032 | $1.7M |
| STAR Financial Bank | 1.30% | Reduce -28.2% | 13,987 | $1.7M |
| Principal Securities, Inc. | 0.05% | Reduce -9.2% | 13,927 | $1.7M |
| Bessemer Group Inc. | 0.00% | Reduce -0.1% | 13,784 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -53.5% | 13,615 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -0.3% | 13,546 | $1.6M |
| Franklin Resources Inc. | 0.00% | No change | 13,503 | $1.6M |
| TD Private Client Wealth LLC | 0.05% | Reduce -8.0% | 13,499 | $1.6M |
| Wittenberg Investment Management, Inc. | 0.55% | Reduce -15.9% | 13,262 | $1.6M |
| Peloton Wealth Strategists | 0.67% | Reduce -1.8% | 13,169 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.8% | 13,139 | $1.6M |
| BHK Investment Advisors, LLC | 0.62% | Add +0.0% | 13,081 | $1.6M |
| Intrepid Financial Planning Group LLC | 0.68% | Reduce -1.2% | 13,057 | $1.6M |
| Broadview Financial Management, LLC | 1.14% | Add +3.2% | 12,992 | $1.6M |
| Trivium Point Advisory, LLC | 0.23% | Reduce -15.2% | 12,855 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.2% | 12,811 | $1.5M |
| Eagle Strategies LLC | 0.29% | Add +95.8% | 12,732 | $1.5M |
| Five Oceans Advisors | 0.79% | Reduce -0.0% | 12,499 | $1.5M |
| CENTRAL TRUST Co | 0.04% | Reduce -1.2% | 12,446 | $1.5M |
| Rehmann Capital Advisory Group | 0.11% | Add +0.1% | 12,324 | $1.5M |
| Pacific Sun Financial Corp | 0.88% | Reduce -0.7% | 12,284 | $1.5M |
| Sonata Capital Group Inc. | 0.76% | No change | 12,196 | $1.5M |
| Park Place Capital Corp | 0.44% | Reduce -1.3% | 11,527 | $1.4M |
| Affinity Capital Advisors, LLC | 0.29% | No change | 11,488 | $1.4M |
| MWA Asset Management | 0.99% | Reduce -0.5% | 11,482 | $1.4M |
| Pure Financial Advisors, LLC | 0.04% | Add +0.4% | 11,478 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Add +2.0% | 11,386 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +5.3% | 11,310 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +2.4% | 11,285 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.1% | 11,105 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -7.2% | 10,882 | $1.3M |
| Renasant Bank | 0.90% | Reduce -0.5% | 10,835 | $1.3M |
| Callan Family Office, LLC | 0.25% | Add +13.5% | 10,793 | $1.3M |
| Legacy Bridge, LLC | 0.77% | No change | 10,781 | $1.3M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -17.4% | 10,763 | $1.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +3.6% | 10,728 | $1.3M |
| Roberts Financial Services LLC | 0.26% | Add +0.0% | 10,628 | $1.3M |
| Courier Capital LLC | 0.10% | No change | 10,623 | $1.3M |
| Prospera Financial Services Inc | 0.04% | Reduce -1.2% | 10,475 | $1.3M |
| MV Capital Management, Inc. | 0.14% | No change | 10,455 | $1.3M |
| WCG Wealth Advisors LLC | 0.09% | New | 10,441 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.18% | Reduce -0.1% | 10,418 | $1.3M |
| Boston Partners | 0.00% | New | 10,320 | $1.2M |
| Financial Guidance Group, Inc. | 0.76% | Reduce -13.6% | 10,186 | $1.2M |
| Country Club Bank | 0.09% | No change | 10,216 | $1.2M |
| First Foundation Advisors | 0.05% | Add +15.0% | 10,079 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 9,711 | $1.2M |
| GeoWealth Management, LLC | 0.05% | New | 9,645 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +4.3% | 9,634 | $1.2M |
| My Legacy Advisors, LLC | 0.37% | Add +32.1% | 9,561 | $1.2M |
| National Philanthropic Trust | 0.02% | No change | 9,466 | $1.1M |
| Evensky & Katz LLC | 0.08% | Reduce -2.4% | 9,415 | $1.1M |
| Chartwell Investment Partners, LLC | 0.04% | New | 9,400 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.2% | 9,321 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.2% | 9,321 | $1.1M |
| PGIM Custom Harvest LLC | 0.03% | Add +0.2% | 9,290 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Add +0.5% | 9,261 | $1.1M |
| LGT Financial Advisors LLC | 2.34% | Reduce -3.4% | 9,198 | $1.1M |
| Truepoint, Inc. | 0.03% | Reduce -6.1% | 9,023 | $1.1M |
| Thomasville National Bank | 0.09% | Reduce -2.6% | 8,982 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Add +0.6% | 8,883 | $1.1M |
| Viewpoint Capital Management LLC | 0.66% | No change | 8,879 | $1.1M |
| FWG Investments, LLC. | 1.07% | Reduce -9.9% | 8,804 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.10% | New | 8,803 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | — | 8,800 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -8.3% | 8,753 | $1.1M |
| First National Trust Co | 0.04% | Add +17.7% | 8,734 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Reduce -0.5% | 8,692 | $1.0M |
| SOL Capital Management CO | 0.13% | No change | 8,641 | $1.0M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -3.4% | 8,636 | $1.0M |
| Trust Point Inc. | 0.08% | No change | 8,578 | $1.0M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +9.6% | 8,454 | $1.0M |
| Washington Trust Bank | 0.10% | Reduce -28.6% | 8,432 | $1.0M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -1.6% | 8,410 | $1.0M |
| Luts & Greenleigh Group, Inc. | 1.05% | — | 8,333 | $1.0M |
| Money Concepts Capital Corp. | 0.08% | Reduce -63.1% | 8,305 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Add +9.3% | 8,227 | $993K |
| Warwick Investment Management, Inc. | 0.23% | No change | 8,081 | $976K |
| NorthRock Partners, LLC | 0.04% | Reduce -0.3% | 7,965 | $962K |
| Global Trust Asset Management, LLC | 0.38% | No change | 7,876 | $951K |
| Strategic Family Wealth Counselors, L.L.C. | 0.36% | No change | 7,850 | $948K |
| Saxon Interests, Inc. | 0.45% | Reduce -10.2% | 7,796 | $941K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.1% | 7,779 | $939K |
| Avior Wealth Management, LLC | 0.04% | Add +3329.2% | 7,750 | $936K |
| CW Advisors, LLC | 0.01% | Add +322.0% | 7,740 | $935K |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -2.4% | 7,682 | $928K |
| International Assets Investment Management, LLC | 0.09% | Add +1.2% | 7,677 | $927K |
| Capital Analysts, LLC | 0.04% | Reduce -8.5% | 7,636 | $922K |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Add +0.0% | 7,544 | $911K |
| Global Wealth Management Investment Advisory, Inc. | 0.21% | Reduce -11.1% | 7,524 | $909K |
| MCF Advisors LLC | 0.07% | Add +0.8% | 7,501 | $906K |
| Private Management Group Inc. | 0.03% | No change | 7,479 | $903K |
| Brookstone Capital Management | 0.01% | Add +9.0% | 7,076 | $896K |
| Tudor Investment Corporation | 0.01% | Add +333.2% | 7,404 | $894K |
| Tranquility Partners, LLC | 0.34% | No change | 7,386 | $892K |
| Wedgewood Investors Inc. | 1.06% | — | 7,382 | $891K |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -1.9% | 7,380 | $891K |
| Allegheny Financial Group | 0.25% | Add +47.0% | 7,327 | $885K |
| New Republic Capital, LLC | 0.44% | Add +1233.1% | 7,292 | $880K |
| Mutual Advisors, LLC | 0.03% | Reduce -0.8% | 6,852 | $869K |
| Intergy Private Wealth, LLC | 0.36% | Reduce -0.1% | 7,188 | $868K |
| Prossimo Advisors, LLC | 0.78% | New | 7,181 | $867K |
| Intrust Bank NA | 0.09% | No change | 7,106 | $858K |
| Sound View Wealth Advisors Group, LLC | 0.09% | Reduce -1.5% | 7,073 | $854K |
| &partners | 0.04% | Add +97.1% | 7,068 | $853K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -5.5% | 6,942 | $838K |
| Ade, LLC | 0.56% | Add +0.1% | 6,913 | $835K |
| Bailard, Inc. | 0.02% | No change | 6,909 | $834K |
| Private Trust Co. NA | 0.09% | Add +14.1% | 6,898 | $833K |
| Lanark Financial, Inc. | 0.08% | Add +0.7% | 6,894 | $832K |
| Graypoint LLC | 0.06% | No change | 6,884 | $831K |
| Rebalance, LLC | 0.07% | No change | 6,834 | $825K |
| Ballew Advisors, Inc | 0.54% | Reduce -7.4% | 6,586 | $821K |
| Vantage Financial Partners, LLC | 0.21% | Add +33.8% | 6,777 | $818K |
| IFP Advisors, Inc | 0.03% | Add +11.4% | 6,663 | $804K |
| Busey Bank | 0.03% | Reduce -4.2% | 6,656 | $804K |
| Allworth Financial LP | 0.01% | Add +16.6% | 6,395 | $799K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | Reduce -0.6% | 6,609 | $798K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -16.5% | 6,481 | $783K |
| Diversified Trust Co. | 0.02% | Add +59.4% | 6,476 | $782K |
| Cozad Asset Management Inc. | 0.08% | Reduce -1.9% | 6,473 | $781K |
| Linscomb Wealth, Inc. | 0.04% | No change | 6,411 | $774K |
| Prosperity Planning, Inc. | 0.26% | No change | 6,386 | $771K |
| Auxano Advisors, LLC | 0.21% | Add +3.3% | 6,322 | $763K |
| Revolve Wealth Partners, LLC | 0.13% | No change | 6,315 | $762K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -2.5% | 6,275 | $758K |
| Bank of Hawaii | 0.03% | Reduce -3.1% | 6,248 | $754K |
| Centennial Bank | 0.37% | Add +6.3% | 6,232 | $752K |
| Port Capital LLC | 0.04% | Reduce -20.4% | 6,193 | $748K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +9.8% | 6,093 | $736K |
| Harbour Capital Advisors, LLC | 0.17% | Reduce -0.4% | 6,150 | $735K |
| Freestone Capital Holdings, LLC | 0.03% | No change | 6,045 | $730K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -1.6% | 6,011 | $726K |
| Stegner Investment Associates Inc. | 0.52% | No change | 6,000 | $724K |
| Mathes Company, Inc. | 0.27% | No change | 5,995 | $724K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +30.2% | 5,986 | $723K |
| Mycio Wealth Partners, LLC | 0.18% | Add +0.3% | 5,936 | $717K |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 5,909 | $714K |
| IHT Wealth Management, LLC | 0.03% | Reduce -6.2% | 5,899 | $712K |
| Retirement Income Solutions, Inc. | 0.17% | Reduce -22.2% | 5,875 | $709K |
| Pointe Capital Management LLC | 0.44% | Reduce -4.9% | 5,853 | $707K |
| Colonial Trust Co / SC | 0.12% | Reduce -16.9% | 5,850 | $706K |
| Crescent Grove Advisors, LLC | 0.08% | Add +4.1% | 5,814 | $702K |
| Romano Brothers and Company | 0.10% | Reduce -3.3% | 5,767 | $696K |
| Jefferies Financial Group Inc. | 0.01% | No change | 5,732 | $692K |
| Stonebridge Financial Planning Group, LLC | 0.35% | Add +11.1% | 5,718 | $690K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.27% | Add +16.0% | 5,407 | $690K |
| Essex Financial Services, Inc. | 0.05% | Add +4.8% | 5,550 | $685K |
| Sandy Spring Bank | 0.03% | Reduce -6.6% | 5,624 | $679K |
| Gryphon Financial Partners LLC | 0.10% | Add +38.2% | 5,601 | $676K |
| Peterson Financial Group, Inc. | 4.12% | Reduce -8.3% | 5,592 | $675K |
| Cedrus LLC | 0.34% | Add +3.2% | 5,559 | $671K |
| Perennial Investment Advisors, LLC | 0.10% | Add +0.1% | 5,558 | $671K |
| HB Wealth Management, LLC | 0.01% | Reduce -16.5% | 5,533 | $668K |
| Arkadios Wealth Advisors | 0.04% | Reduce -25.0% | 5,464 | $660K |
| Willner & Heller, LLC | 0.63% | Add +0.3% | 5,439 | $657K |
| Greenleaf Trust | 0.01% | No change | 5,328 | $643K |
| Financial Management Network Inc. | 0.15% | Reduce -14.4% | 5,371 | $642K |
| Cordant, Inc. | 0.36% | Reduce -2.6% | 5,280 | $638K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | No change | 5,255 | $634K |
| Arcadia Wealth Management, LLC | 0.36% | Reduce -7.1% | 5,230 | $632K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +1.6% | 5,223 | $631K |
| Regimen Wealth, LLC | 0.22% | Add +0.3% | 5,205 | $628K |
| Coldstream Capital Management Inc. | 0.02% | No change | 5,203 | $628K |
| Stonegate Investment Group, LLC | 0.02% | Add +6.7% | 5,184 | $626K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Reduce -1.2% | 5,122 | $618K |
| Baker Tilly Wealth Management, LLC | 0.25% | Reduce -47.2% | 5,087 | $614K |
| Spire Wealth Management | 0.02% | Reduce -7.0% | 5,075 | $613K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,040 | $609K |
| One Day In July LLC | 0.07% | Reduce -17.2% | 4,949 | $598K |
| Davis R M Inc. | 0.01% | Add +0.6% | 4,937 | $596K |
| Highland Capital Management, LLC | 0.04% | Reduce -3.0% | 4,915 | $593K |
| Rockland Trust Co. | 0.03% | No change | 4,895 | $591K |
| Schechter Investment Advisors, LLC | 0.04% | No change | 4,885 | $590K |
| Phillips Financial Management, LLC | 0.05% | Add +2.1% | 4,859 | $587K |
| Aveo Capital Partners, LLC | 0.07% | Add +3.4% | 4,839 | $584K |
| LJI Wealth Management, LLC | 0.13% | No change | 4,807 | $580K |
| Marcum Wealth, LLC | 0.06% | Add +7.7% | 4,804 | $580K |
| TBH Global Asset Management, LLC | 0.13% | Reduce -12.3% | 4,776 | $577K |
| Rockbridge Investment Management, LCC | 0.08% | Add +5.6% | 4,768 | $576K |
| Montag A & Associates Inc. | 0.03% | No change | 4,760 | $575K |
| Monetary Management Group Inc. | 0.15% | No change | 4,750 | $574K |
| Iams Wealth Management, LLC | 0.31% | New | 4,731 | $571K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.1% | 4,725 | $570K |
| Berkeley, Inc | 0.35% | Reduce -50.1% | 4,723 | $570K |
| City Center Advisors, LLC | 0.67% | No change | 4,514 | $566K |
| HRT Financial LP | 0.00% | New | 4,660 | $562K |
| Smith & Howard Wealth Management, LLC | 0.17% | No change | 4,617 | $557K |
| Valmark Advisers, Inc. | 0.01% | Add +1.4% | 4,594 | $555K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -12.0% | 4,586 | $554K |
| DAVENPORT & Co LLC | 0.00% | Add +3.7% | 4,568 | $552K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +14.4% | 4,498 | $543K |
| WASHINGTON TRUST Co | 0.02% | No change | 4,487 | $542K |
| Independence Bank of Kentucky | 0.14% | Add +109.6% | 4,479 | $541K |
| Missouri Trust & Investment Co | 0.20% | Reduce -5.9% | 4,475 | $540K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +20.2% | 4,439 | $536K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -2.1% | 4,216 | $530K |
| Red Tortoise LLC | 0.29% | No change | 4,376 | $528K |
| Manchester Capital Management LLC | 0.06% | No change | 4,376 | $528K |
| Flputnam Investment Management Co. | 0.01% | Add +58.6% | 4,343 | $524K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.3% | 4,330 | $523K |
| Bensler, LLC | 0.07% | No change | 4,329 | $523K |
| Total Wealth Planning, LLC | 0.08% | Reduce -15.4% | 4,033 | $513K |
| Pinnacle Bancorp, Inc. | 0.15% | No change | 4,242 | $512K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +64.1% | 4,159 | $502K |
| Geometric Wealth Advisors | 0.10% | New | 4,155 | $502K |
| Axiom Advisory, LLC | 0.01% | New | 4,102 | $498K |
| Arete Wealth Advisors, LLC | 0.04% | New | 4,123 | $498K |
| 9258 Wealth Management, LLC | 0.08% | Add +1.6% | 4,087 | $493K |
| Kintra Wealth, LLC | 0.35% | Reduce -4.8% | 4,085 | $493K |
| Cooper Financial Group | 0.07% | Add +2.2% | 4,083 | $493K |
| Granite FO LLC | 0.31% | No change | 4,043 | $488K |
| National Bank of Canada | 0.00% | Reduce -39.7% | 4,065 | $486K |
| First Western Trust Bank | 0.02% | Reduce -26.5% | 4,010 | $484K |
| First United Bank & Trust | 0.18% | No change | 3,944 | $476K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.1% | 3,939 | $476K |
| Skyline Advisors, Inc. | 0.21% | Add +0.2% | 3,929 | $474K |
| Guardian Asset Advisors, LLC | 0.35% | Add +2.4% | 3,896 | $471K |
| PFG Investments, LLC | 0.03% | Reduce -0.6% | 3,873 | $468K |
| First National Bank of Omaha | 0.03% | No change | 3,829 | $462K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,826 | $462K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 3,805 | $459K |
| 1ST Source Bank | 0.03% | No change | 3,802 | $459K |
| Granite Group Advisors, LLC | 0.35% | No change | 3,800 | $459K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +80.3% | 3,726 | $450K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.7% | 3,719 | $449K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.6% | 3,702 | $447K |
| Evanson Asset Management, LLC | 0.03% | No change | 3,694 | $446K |
| Financial Alternatives, Inc | 0.33% | No change | 3,662 | $442K |
| Zhang Financial LLC | 0.03% | No change | 3,645 | $440K |
| Halpern Financial, Inc. | 0.12% | Reduce -15.8% | 3,644 | $440K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -12.2% | 3,625 | $438K |
| N.E.W. Advisory Services LLC | 0.05% | No change | 3,616 | $437K |
| Drucker Wealth 3.0, LLC | 0.12% | — | 3,614 | $436K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 3,587 | $433K |
| Parkside Financial Bank & Trust | 0.07% | No change | 3,558 | $430K |
| Compass Ion Advisors, LLC | 0.06% | No change | 3,426 | $429K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.3% | 3,546 | $428K |
| Kanawha Capital Management LLC | 0.03% | Add +108.9% | 3,541 | $428K |
| Simmons Bank | 0.03% | No change | 3,524 | $425K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -22.5% | 3,509 | $424K |
| Guidance Point Advisors, LLC | 0.14% | Add +0.3% | 3,501 | $423K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 3,500 | $423K |
| Merit Financial Group, LLC | 0.01% | Add +1.5% | 3,471 | $419K |
| Facet Wealth, Inc. | 0.01% | Add +3.0% | 3,283 | $419K |
| StoneX Group Inc. | 0.03% | Add +87.4% | 3,400 | $411K |
| NCM Capital Management, LLC | 0.22% | No change | 3,400 | $411K |
| Icon Wealth Advisors, LLC | 0.04% | Add +0.0% | 3,206 | $410K |
| REAP Financial Group, LLC | 0.11% | Reduce -65.3% | 3,366 | $406K |
| Harbour Investments, Inc. | 0.01% | Add +4.8% | 3,353 | $405K |
| Cranbrook Wealth Management, LLC | 0.10% | No change | 3,343 | $404K |
| AlTi Global, Inc. | 0.01% | No change | 3,261 | $394K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +67.6% | 3,252 | $393K |
| Marshall Financial Group Inc. | 0.13% | Add +0.3% | 3,251 | $392K |
| Journey Strategic Wealth LLC | 0.02% | New | 3,251 | $392K |
| Allen Investment Management, LLC | 0.00% | No change | 3,231 | $390K |
| Stevens Capital Partners | 0.20% | Add +0.1% | 3,229 | $390K |
| Westmount Partners, LLC | 0.13% | Add +0.0% | 3,256 | $389K |
| Flagstar Securities, Inc. | 0.11% | Reduce -10.8% | 3,201 | $387K |
| Trilogy Capital Inc. | 0.02% | Add +1.8% | 3,195 | $386K |
| Holland Advisory Services, Inc. | 0.47% | Add +0.3% | 3,178 | $384K |
| Johnson Financial Group, Inc. | 0.02% | Add +2.0% | 3,137 | $379K |
| Financial Advocates Investment Management | 0.02% | Add +63.8% | 3,132 | $378K |
| Clayton Financial Group LLC | 0.16% | Add +59.8% | 2,993 | $375K |
| Berkshire Asset Management LLC | 0.02% | No change | 3,101 | $374K |
| Glass Jacobson Investment Advisors llc | 0.14% | Reduce -1.5% | 3,096 | $374K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | No change | 3,068 | $370K |
| Private Client Services, LLC | 0.23% | Reduce -6.3% | 3,047 | $368K |
| Shufro Rose & Co. LLC | 0.03% | Add +2.0% | 3,043 | $367K |
| Atticus Wealth Management, LLC | 0.12% | Reduce -12.5% | 3,040 | $367K |
| Pinnacle Associates Ltd. | 0.01% | Add +3.4% | 3,017 | $364K |
| Sterling Investment Counsel, LLC | 0.14% | Add +29.6% | 3,008 | $363K |
| Cynosure Group, LLC | 0.06% | Reduce -7.7% | 3,003 | $363K |
| First Bancorp, Inc | 0.27% | No change | 3,000 | $362K |
| Pittenger & Anderson Inc. | 0.01% | No change | 3,000 | $362K |
| Personal Cfo Solutions, LLC | 0.06% | New | 2,977 | $359K |
| Empower Advisory Group, LLC | 0.00% | Add +16.2% | 2,976 | $359K |
| Independent Advisor Alliance | 0.01% | No change | 2,968 | $358K |
| Richardson Capital Management LLC | 0.28% | No change | 2,966 | $358K |
| Pinion Investment Advisors, LLC | 0.18% | Reduce -31.1% | 2,964 | $358K |
| Firestone Capital Management | 0.10% | No change | 2,960 | $357K |
| MIdWestOne Financial Group, Inc. | 0.06% | Reduce -0.3% | 2,945 | $356K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 2,939 | $355K |
| Apella Capital, LLC | 0.02% | Add +0.3% | 2,943 | $352K |
| Means Investment Co., Inc. | 0.04% | Reduce -2.8% | 2,914 | $352K |
| Partners in Financial Planning | 0.08% | Reduce -10.2% | 2,909 | $351K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -3.1% | 2,902 | $350K |
| Davidson Trust Co. | 0.24% | No change | 2,864 | $346K |
| Neuberger Berman Group LLC | 0.00% | Reduce -40.3% | 2,827 | $341K |
| Farther Finance Advisors, LLC | 0.02% | Add +5.2% | 2,853 | $341K |
| GYL Financial Synergies, LLC | 0.03% | No change | 2,801 | $338K |
| Grove Bank & Trust | 0.05% | No change | 2,798 | $338K |
| First Financial Corp. | 0.17% | No change | 2,782 | $336K |
| Breakwater Capital Group | 0.08% | Add +1.2% | 2,775 | $335K |
| TFG Advisers LLC | 0.13% | Reduce -0.2% | 2,761 | $333K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 2,754 | $333K |
| Villere St Denis J & Co. LLC | 0.03% | Add +34.3% | 2,731 | $330K |
| Regal Investment Advisors LLC | 0.02% | Reduce -0.5% | 2,731 | $330K |
| Cohen Capital Management, Inc. | 0.06% | Add +0.1% | 2,723 | $329K |
| Qube Research & Technologies Ltd | 0.00% | Add +1548.5% | 2,720 | $328K |
| TrinityPoint Wealth, LLC | 0.05% | Reduce -6.1% | 2,692 | $325K |
| Dentgroup LLC | 0.26% | No change | 2,687 | $324K |
| PFG Advisors | 0.02% | Add +14.8% | 2,669 | $322K |
| Builder Investment Group Inc. | 0.09% | Reduce -0.8% | 2,663 | $322K |
| Mgo One Seven LLC | 0.02% | Reduce -12.4% | 2,653 | $320K |
| BCGM Wealth Management, LLC | 0.11% | Add +0.0% | 2,652 | $320K |
| Nicolet Bankshares Inc. | 0.07% | No change | 2,644 | $319K |
| Beacon Financial Advisory LLC | 0.12% | Add +0.3% | 2,644 | $319K |
| Parallel Advisors, LLC | 0.01% | Reduce -12.9% | 2,644 | $319K |
| NTV Asset Management LLC | 0.05% | No change | 2,626 | $317K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,619 | $316K |
| Moors & Cabot, Inc. | 0.02% | Reduce -23.0% | 2,612 | $315K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -3.3% | 2,606 | $315K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.4% | 2,603 | $314K |
| Magnus Financial Group LLC | 0.04% | Add +0.1% | 2,600 | $314K |
| Becker Capital Management Inc. | 0.01% | Add +0.0% | 2,595 | $313K |
| Lazard Asset Management LLC | 0.00% | No change | 2,600 | $313K |
| Key Financial Inc | 0.07% | No change | 2,592 | $313K |
| IFG Advisory, LLC | 0.02% | New | 2,587 | $312K |
| Acima Private Wealth, LLC | 0.11% | No change | 2,585 | $312K |
| FDx Advisors, Inc. | 0.09% | Add +0.5% | 2,575 | $311K |
| Edge Capital Group, LLC | 0.01% | Reduce -4.1% | 2,568 | $310K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,568 | $310K |
| Continuum Advisory, LLC | 0.04% | Add +1.1% | 2,547 | $308K |
| Lloyd Advisory Services, LLC. | 0.14% | New | 2,541 | $307K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -1.9% | 2,533 | $306K |
| Appleton Partners Inc. | 0.02% | Add +2.1% | 2,522 | $305K |
| Steele Capital Management, Inc. | 0.02% | Add +5.0% | 2,522 | $305K |
| SlateStone Wealth, LLC | 0.03% | New | 2,500 | $302K |
| Vantage Financial Partners Ltd., Inc. | 0.07% | No change | 2,500 | $302K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 2,497 | $302K |
| American Money Management, LLC | 0.06% | Reduce -6.3% | 2,491 | $301K |
| Ballast, Inc. | 0.09% | No change | 2,487 | $300K |
| Composition Wealth, LLC | 0.01% | Reduce -72.5% | 2,469 | $298K |
| Annex Advisory Services, LLC | 0.01% | Reduce -7.0% | 2,463 | $297K |
| Family Legacy, Inc. | 0.11% | Reduce -1.7% | 2,451 | $296K |
| Joel Isaacson & Co., LLC | 0.02% | Add +33.3% | 2,413 | $291K |
| WealthShield Partners, LLC | 0.04% | Add +20.3% | 2,405 | $290K |
| ORG Partners LLC | 0.04% | New | 2,423 | $290K |
| Everpar Advisors LLC | 0.14% | Reduce -2.5% | 2,386 | $288K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -4.3% | 2,259 | $287K |
| Altus Wealth Group LLC | 0.14% | Reduce -34.6% | 2,368 | $286K |
| Nvest Financial, LLC | 0.18% | Reduce -0.7% | 2,368 | $286K |
| Cascade Financial Partners, LLC | 0.04% | Add +18.5% | 2,352 | $284K |
| Pacific Financial Group Inc. | 0.20% | Reduce -1.2% | 2,342 | $283K |
| Keel Point, LLC | 0.03% | Reduce -11.0% | 2,267 | $282K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,311 | $279K |
| Leeward Investments, LLC - MA | 0.01% | No change | 2,302 | $278K |
| 1834 Investment Advisors Co. | 0.03% | No change | 2,270 | $274K |
| Aft, Forsyth & Company, Inc. | 0.13% | Add +0.1% | 2,259 | $273K |
| KilterHowling LLC | 0.19% | Add +0.3% | 2,252 | $272K |
| Roman Butler Fullerton & Co. | 0.09% | Reduce -4.9% | 2,249 | $271K |
| Foster & Motley Inc. | 0.02% | No change | 2,226 | $269K |
| Elm Partners Management LLC | 0.02% | No change | 2,221 | $268K |
| QRG Capital Management, Inc. | 0.00% | Add +1.5% | 2,217 | $268K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -13.9% | 2,166 | $262K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -33.3% | 2,168 | $262K |
| NBT Bank, N.A. | 0.02% | No change | 2,158 | $261K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -8.9% | 2,157 | $260K |
| Aire Advisors, LLC | 0.06% | Add +7.2% | 2,147 | $259K |
| Cape Investment Advisory, Inc. | 0.12% | Add +2.6% | 2,142 | $259K |
| Union Savings Bank | 0.14% | No change | 2,132 | $257K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.5% | 2,117 | $256K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,110 | $255K |
| Peak Financial Management, Inc. | 0.08% | No change | 2,100 | $254K |
| Theory Financial LLC | 0.12% | Reduce -25.5% | 2,093 | $253K |
| RDA Financial Network | 0.08% | Reduce -2.1% | 2,092 | $253K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +5.6% | 2,091 | $252K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -5.6% | 2,088 | $252K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +8.7% | 2,068 | $250K |
| SkyOak Wealth, LLC | 0.06% | Reduce -16.6% | 2,068 | $250K |
| Legacy Financial Strategies, LLC | 0.06% | No change | 2,070 | $249K |
| Ruggaard & Associates LLC | 0.11% | Reduce -29.1% | 2,057 | $248K |
| Riverpoint Wealth Management Holdings, LLC | 0.07% | No change | 2,035 | $246K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -2.2% | 2,034 | $246K |
| Maryland Capital Advisors Inc. | 0.13% | No change | 2,028 | $245K |
| Western Wealth Management, LLC | 0.02% | Reduce -15.4% | 2,027 | $245K |
| Wealth Alliance, LLC | 0.03% | New | 2,007 | $242K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -0.7% | 2,007 | $242K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 2,005 | $242K |
| American Trust | 0.02% | New | 1,998 | $241K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -14.0% | 1,988 | $240K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | No change | 1,988 | $240K |
| Forte Asset Management LLC | 0.14% | No change | 1,985 | $240K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,978 | $239K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -12.0% | 1,977 | $239K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 1,973 | $238K |
| SouthState Bank Corp | 0.02% | Add +27.5% | 1,968 | $238K |
| First Hawaiian Bank | 0.01% | Add +10.7% | 1,962 | $237K |
| Essex Bank | 0.06% | No change | 1,960 | $237K |
| TPG Financial Advisors, LLC | 0.11% | — | 1,947 | $235K |
| Plancorp, LLC | 0.01% | No change | 1,940 | $234K |
| Moneco Advisors, LLC | 0.03% | No change | 1,937 | $234K |
| Old National Bancorp | 0.01% | Reduce -88.1% | 1,937 | $234K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.3% | 1,899 | $229K |
| Citizens Financial Group Inc. | 0.01% | Add +17.5% | 1,896 | $229K |
| Two Sigma Securities, LLC | 0.01% | Reduce -22.8% | 1,895 | $229K |
| Dagco, Inc. | 0.10% | Reduce -11.6% | 1,894 | $229K |
| Montecito Bank & Trust | 0.05% | Reduce -12.7% | 1,891 | $228K |
| Ancora Advisors LLC | 0.01% | No change | 1,883 | $227K |
| Marotta Asset Management | 0.05% | Reduce -7.0% | 1,902 | $227K |
| Ellevest, Inc. | 0.01% | Reduce -9.4% | 1,856 | $224K |
| Verdence Capital Advisors LLC | 0.02% | Add +6.3% | 1,843 | $223K |
| Madison Wealth Partners, Inc | 0.08% | Add +1.2% | 1,821 | $220K |
| Capital Advisors Inc. | 0.00% | No change | 1,818 | $220K |
| Oarsman Capital, Inc. | 0.05% | Add +12.8% | 1,807 | $218K |
| Resurgent Financial Advisors LLC | 0.14% | New | 1,803 | $218K |
| Nicolet Advisory Services, LLC | 0.02% | No change | 1,803 | $218K |
| Glassman Wealth Services | 0.04% | No change | 1,797 | $217K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -1.2% | 1,797 | $217K |
| Tsfg, LLC | 0.05% | No change | 1,785 | $216K |
| Lathrop Investment Management Co. | 0.04% | No change | 1,781 | $215K |
| Vaughan David Investments LLC | 0.01% | No change | 1,783 | $215K |
| Argent Trust Co | 0.01% | No change | 1,772 | $214K |
| Snowden Capital Advisors LLC | 0.01% | No change | 1,770 | $214K |
| Sigma Investment Counselors Inc. | 0.01% | Add +2.6% | 1,768 | $214K |
| NDVR, Inc. | 0.22% | No change | 1,763 | $213K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,755 | $212K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -22.4% | 1,752 | $212K |
| SYM FINANCIAL Corp | 0.03% | Add +0.1% | 1,744 | $211K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +0.2% | 1,731 | $209K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,730 | $209K |
| Aspiriant, LLC | 0.01% | No change | 1,729 | $209K |
| Cypress Capital Group | 0.02% | No change | 1,717 | $207K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -22.0% | 1,715 | $207K |
| Cibc World Market Inc. | 0.00% | Reduce -0.3% | 1,714 | $207K |
| West Michigan Advisors, LLC | 0.07% | Reduce -2.2% | 1,710 | $206K |
| Essex Private Wealth Management, LLC | 0.52% | Reduce -12.6% | 1,702 | $205K |
| HBC Financial Services, PLLC | 0.13% | No change | 1,620 | $205K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 1,695 | $205K |
| Richardson Financial Services Inc. | 0.15% | Reduce -34.9% | 1,694 | $205K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,682 | $203K |
| Moloney Securities Asset Management, LLC | 0.03% | No change | 1,682 | $203K |
| Legacy Advisors, LLC | 0.02% | No change | 1,680 | $203K |
| Haverford Trust Co | 0.00% | No change | 1,666 | $201K |
| Fiera Capital Corp | 0.00% | Reduce -1.7% | 1,663 | $201K |
| Foundation Wealth Management, LLC | 0.16% | No change | 1,661 | $201K |
| River Wealth Advisors LLC | 0.03% | No change | 1,660 | $200K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 1,660 | $200K |
| Coston, McIsaac & Partners | 0.06% | No change | 1,623 | $195K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +0.3% | 1,600 | $193K |
| Legacies Wealth LLC | 0.16% | Reduce -5.0% | 1,528 | $184K |
| Providence Capital Advisors, LLC | 0.04% | No change | 1,490 | $180K |
| Elevation Wealth Partners, LLC | 0.08% | Add +0.3% | 1,460 | $176K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +102.4% | 1,453 | $175K |
| Country Trust Bank | 0.00% | No change | 1,430 | $173K |
| Versant Capital Management, Inc | 0.04% | No change | 1,396 | $169K |
| Coppell Advisory Solutions LLC | 0.03% | — | 1,369 | $165K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 1,318 | $159K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,305 | $158K |
| Signaturefd, LLC | 0.00% | No change | 1,295 | $156K |
| Bristlecone Advisors, LLC | 0.01% | New | 1,291 | $156K |
| Evermay Wealth Management LLC | 0.02% | Reduce -2.7% | 1,275 | $154K |
| Pineridge Advisors LLC | 0.05% | Reduce -4.2% | 1,251 | $151K |
| 1832 Asset Management L.P. | 0.00% | New | 1,251 | $151K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,250 | $151K |
| GAMMA Investing LLC | 0.02% | Add +55.2% | 1,237 | $149K |
| Townsend Asset Management Corp. /NC/ | 0.05% | Add +0.3% | 1,154 | $139K |
| Koesten, Hirschmann & Crabtree, INC. | 0.09% | No change | 1,108 | $139K |
| St Germain D J Co. Inc. | 0.01% | Reduce -3.9% | 1,149 | $139K |
| Arax Advisory Partners | 0.01% | Add +13.0% | 1,122 | $135K |
| Olistico Wealth, LLC | 0.09% | New | 1,121 | $135K |
| Trust Co. of Vermont | 0.01% | No change | 1,114 | $135K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,093 | $132K |
| SWS Partners | 0.04% | New | 1,056 | $128K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 1,044 | $126K |
| Smithfield Trust Co | 0.01% | No change | 1,019 | $124K |
| Kiely Wealth Advisory Group, Inc. | 0.07% | No change | 990 | $122K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 961 | $116K |
| Blue Trust, Inc. | 0.00% | No change | 889 | $111K |
| Hilltop National Bank | 0.04% | Reduce -24.5% | 904 | $109K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 892 | $108K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.3% | 889 | $107K |
| Cutler Capital Management, LLC | 0.05% | No change | 886 | $107K |
| Cordgrass Capital Advisors, LLC | 0.03% | Add +0.3% | 859 | $104K |
| Bare Financial Services, Inc | 0.05% | Reduce -1.3% | 784 | $100K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -14.3% | 816 | $99K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 814 | $98K |
| Creative Financial Designs Inc. | 0.01% | No change | 785 | $95K |
| Brandywine Global Investment Management, LLC | 0.00% | Add +202.4% | 756 | $91K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -6.8% | 746 | $90K |
| North Star Investment Management Corp. | 0.01% | No change | 745 | $90K |
| Princeton Global Asset Management LLC | 0.02% | Add +5592.3% | 740 | $89K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +13.2% | 738 | $89K |
| Trust Co | 0.01% | No change | 717 | $87K |
| Asset Dedication, LLC | 0.01% | Add +40.9% | 700 | $85K |
| Sound Income Strategies, LLC | 0.01% | Reduce -12.1% | 693 | $84K |
| Steph & Co. | 0.03% | No change | 679 | $82K |
| Great Lakes Retirement, Inc. | 0.01% | New | 678 | $82K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.3% | 661 | $80K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -5.2% | 651 | $79K |
| Ridgewood Investments LLC | 0.04% | New | 612 | $74K |
| Private Wealth Management Group, LLC | 0.03% | Add +401.6% | 612 | $74K |
| Creekmur Asset Management LLC | 0.02% | Add +22.4% | 606 | $73K |
| Provident Wealth Management, LLC | 0.03% | No change | 596 | $72K |
| Raffa Wealth Management, LLC | 0.02% | No change | 572 | $69K |
| Tyler-Stone Wealth Management | 0.03% | No change | 571 | $69K |
| Founders Financial Alliance, LLC | 0.02% | No change | 567 | $68K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 556 | $67K |
| Beacon Capital Management, LLC | 0.01% | Add +15.1% | 527 | $64K |
| Archer Investment Corp | 0.02% | No change | 524 | $63K |
| Riverview Trust Co | 0.06% | No change | 520 | $63K |
| Optimum Investment Advisors | 0.03% | No change | 516 | $62K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 516 | $62K |
| Financial Connections Group, Inc. | 0.03% | New | 517 | $62K |
| Insight Inv LLC | 0.05% | No change | 498 | $60K |
| VitalStone Financial, LLC | 0.04% | Reduce -4.0% | 475 | $57K |
| Bangor Savings Bank | 0.01% | No change | 475 | $57K |
| McIlrath & Eck, LLC | 0.01% | Reduce -4.0% | 474 | $57K |
| Colonial Trust Advisors | 0.01% | No change | 450 | $54K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 441 | $53K |
| Family Firm, Inc. | 0.01% | New | 425 | $51K |
| Biltmore Family Office, LLC | 0.01% | No change | 396 | $48K |
| Cassady Schiller Wealth Management, LLC | 0.02% | Reduce -46.4% | 391 | $47K |
| HM Payson & Co. | 0.00% | No change | 375 | $45K |
| AlphaMark Advisors, LLC | 0.02% | No change | 375 | $45K |
| United Community Bank | 0.02% | No change | 362 | $44K |
| Triad Wealth Partners, LLC | 0.02% | New | 353 | $43K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 350 | $42K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -23.3% | 336 | $41K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.4% | 323 | $39K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +2.4% | 302 | $36K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 293 | $35K |
| Horizons Wealth Management | 0.03% | No change | 280 | $35K |
| Kimelman & Baird, LLC | 0.00% | — | 284 | $34K |
| Strategic Financial Concepts, LLC | 0.02% | New | 112,211 | $34K |
| Windsor Advisory Group, LLC | 0.07% | No change | 270 | $33K |
| Larson Financial Group LLC | 0.00% | Add +7.1% | 270 | $33K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -67.0% | 266 | $32K |
| Tortoise Investment Management, LLC | 0.00% | New | 263 | $32K |
| Investors Research Corp | 0.01% | No change | 259 | $31K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 260 | $31K |
| Register Financial Advisors LLC | 0.02% | No change | 254 | $31K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -38.4% | 250 | $30K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 248 | $30K |
| Deutsche Bank AG | 0.00% | No change | 248 | $30K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Reduce -84.5% | 247 | $30K |
| City State Bank | 0.01% | No change | 240 | $29K |
| PrairieView Partners, LLC | 0.00% | No change | 235 | $28K |
| Rothschild Investment LLC | 0.00% | No change | 225 | $27K |
| Abound Wealth Management | 0.01% | No change | 223 | $27K |
| Bank of New Hampshire | 0.01% | No change | 214 | $26K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 203 | $25K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -96.7% | 200 | $24K |
| Bellevue Asset Management, LLC | 0.01% | No change | 200 | $24K |
| Mechanics Financial Corp | 0.01% | No change | 197 | $24K |
| Gradient Investments LLC | 0.00% | Add +2671.4% | 194 | $23K |
| Rise Advisors, LLC | 0.01% | No change | 191 | $23K |
| Avion Wealth | 0.01% | No change | 192 | $23K |
| Northwest Bank & Trust Co | 0.02% | No change | 190 | $23K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 185 | $22K |
| Centerpoint Advisors, LLC | 0.01% | New | 173 | $21K |
| JDM Financial Group LLC | 0.01% | No change | 168 | $20K |
| Transcendent Capital Group LLC | 0.01% | Add +0.6% | 164 | $20K |
| Fairman Group, LLC | 0.02% | Add +0.6% | 162 | $20K |
| Kelly Financial Services LLC | 0.01% | No change | 160 | $19K |
| American National Bank & Trust | 0.00% | No change | 159 | $19K |
| Field & Main Bank | 0.01% | No change | 150 | $18K |
| Salem Investment Counselors Inc. | 0.00% | Add +92.0% | 144 | $17K |
| Bogart Wealth, LLC | 0.00% | Reduce -22.2% | 137 | $17K |
| Pacifica Partners Inc. | 0.01% | Reduce -27.6% | 134 | $16K |
| Highline Wealth Partners LLC | 0.01% | Add +0.8% | 126 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -73.1% | 125 | $15K |
| Matrix Private Capital Group LLC | 0.01% | No change | 120 | $14K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 119 | $14K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -35.6% | 116 | $14K |
| DT Investment Partners, LLC | 0.00% | No change | 114 | $14K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 109 | $14K |
| Nemes Rush Group LLC | 0.00% | Reduce -40.5% | 113 | $14K |
| CVA Family Office, LLC | 0.00% | Reduce -73.0% | 111 | $13K |
| MilWealth Group LLC | 0.00% | No change | 110 | $13K |
| Gen-Wealth Partners Inc | 0.01% | No change | 110 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 109 | $13K |
| American Capital Advisory, LLC | 0.01% | No change | 110 | $13K |
| Pingora Partners LLC | 0.01% | Reduce -59.1% | 99 | $12K |
| Westside Investment Management, Inc. | 0.00% | New | 96 | $12K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 96 | $12K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 96 | $12K |
| Activest Wealth Management | 0.00% | No change | 95 | $11K |
| Bfsg, LLC | 0.00% | No change | 84 | $10K |
| GoalVest Advisory LLC | 0.00% | No change | 84 | $10K |
| HHM Wealth Advisors, LLC | 0.00% | New | 78 | $9K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 77 | $9K |
| Hexagon Capital Partners LLC | 0.00% | No change | 76 | $9K |
| Stephens Consulting, LLC | 0.00% | No change | 75 | $9K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 75 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 74 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 63 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 59 | $7K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 55 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $6K |
| Angeles Wealth Management, LLC | 0.00% | New | 47 | $6K |
| Carmichael Hill & Associates, Inc. | 0.00% | New | 46 | $6K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 45 | $5K |
| Tucker Asset Management LLC | 0.00% | Reduce -52.2% | 44 | $5K |
| Lynx Investment Advisory | 0.00% | — | 44 | $5K |
| Chelsea Counsel Co. | 0.00% | No change | 42 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 36 | $4K |
| Camelot Portfolios, LLC | 0.00% | New | 35 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 34 | $4K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 31 | $4K |
| New Millennium Group LLC | 0.00% | New | 29 | $4K |
| Robinswood Financial LLC | 0.00% | New | 25 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $3K |
| Dunhill Financial, LLC | 0.00% | No change | 22 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 21 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 20 | $2K |
| Howe & Rusling Inc. | 0.00% | No change | 20 | $2K |
| PFS Partners, LLC | 0.00% | No change | 19 | $2K |
| Baldwin Wealth Partners LLC | 0.00% | New | 19 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 14 | $2K |
| Legend Financial Advisors, Inc. | 0.00% | New | 9 | $1K |
| Operose Advisors LLC | 0.00% | No change | 9 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 9 | $1K |
| Castleview Partners, LLC | 0.00% | No change | 8 | $966 |
| JNBA Financial Advisors | 0.00% | New | 8 | $966 |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $725 |
| Main Street Group, LTD | 0.00% | No change | 4 | $478 |
| Cornerstone Planning Group LLC | 0.00% | Add +33.3% | 4 | $364 |
| McClarren Financial Advisors, Inc. | 0.00% | Add +4.9% | 362 | $50 |
"% of holder's portfolio" is IWS's weight in each manager's 13F, not the share of iShares Russell Mid-Cap Valu the manager owns.