iShares Russell Mid-Cap ValuIWSETF
13F holders, Q3 2024 (September 30)880holders +24
60new positions
43sold out
4famous investors
$132.20avg. 13F price*
At the end of Q3 2024, 880 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 24 from Q2 2024. 60 opened new positions and 43 sold out. The largest holders were Jones Financial Companies LLLP ($1.2B), Morgan Stanley ($1.1B) and US Bancorp \de ($552.7M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $38.2M |
| Exits | 43 | $65.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,912,427 shares bought and 4,687,922 shares sold, net −2,775,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 880 holders
| Jones Financial Companies LLLP | 1.18% | Add +5.4% | 8,736,357 | $1.2B |
| Morgan Stanley | 0.08% | Add +0.4% | 7,962,480 | $1.1B |
| US Bancorp \de | 0.71% | Add +2.3% | 4,179,134 | $552.7M |
| Wells Fargo & Company | 0.12% | Reduce -0.9% | 3,827,353 | $506.2M |
| Envestnet Portfolio Solutions, Inc. | 1.64% | Reduce -7.8% | 3,823,373 | $505.6M |
| Tiaa Trust, National Association | 1.49% | Reduce -17.9% | 3,788,771 | $501.1M |
| Bank of America Corp. | 0.04% | Reduce -1.4% | 3,677,513 | $486.4M |
| Royal Bank of Canada | 0.10% | Add +4.2% | 3,236,356 | $428.0M |
| First Citizens Bank & Trust Co. | 7.44% | Reduce -11.6% | 2,559,610 | $338.5M |
| Commerce Bank | 1.90% | Reduce -3.6% | 2,346,647 | $310.3M |
| Commonwealth Equity Services, LLC | 0.42% | Reduce -7.5% | 2,070,490 | $273.8M |
| FMR LLC | 0.02% | Reduce -0.7% | 2,021,971 | $267.4M |
| Betterment LLC | 0.59% | Reduce -2.9% | 1,855,311 | $245.4M |
| UBS Group AG | 0.06% | Add +2.2% | 1,690,546 | $223.6M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -2.8% | 1,464,783 | $193.7M |
| Ameriprise Financial Inc. | 0.04% | Add +0.4% | 1,212,924 | $160.5M |
| Zions Bancorporation, N.A. | 10.59% | Reduce -0.3% | 1,098,634 | $145.3M |
| Victory Capital Management Inc. | 0.13% | Reduce -14.7% | 1,036,700 | $137.1M |
| LPL Financial LLC | 0.06% | Add +12.6% | 987,928 | $130.7M |
| Cassaday & Co Wealth Management LLC | 3.56% | Add +2.3% | 951,622 | $125.9M |
| Stephens Inc. | 1.53% | Reduce -0.3% | 817,670 | $108.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -0.1% | 792,359 | $104.8M |
| JPMorgan Chase & Co. | 0.01% | Add +0.5% | 711,365 | $94.1M |
| Stephens Group Asset Management, LLC | 7.41% | Reduce -1.0% | 670,188 | $88.6M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -6.4% | 548,633 | $72.6M |
| Heritage Wealth Advisors | 3.09% | Add +3.6% | 498,053 | $65.9M |
| Equitable Holdings, Inc. | 0.62% | Reduce -1.4% | 484,151 | $64.0M |
| Truist Financial Corp. | 0.09% | Reduce -21.0% | 432,798 | $57.2M |
| AMG National Trust Bank | 1.28% | Reduce -1.6% | 356,138 | $47.1M |
| Money Concepts Capital Corp. | 3.54% | Add +4142.9% | 352,376 | $46.6M |
| One Capital Management, LLC | 1.43% | Reduce -1.2% | 338,213 | $44.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +0.5% | 318,079 | $42.1M |
| Chicago Partners Investment Group LLC | 1.41% | Add +1.5% | 300,124 | $39.6M |
| Corient Private Wealth LP | 0.06% | Reduce -7.1% | 297,733 | $39.4M |
| AE Wealth Management LLC | 0.36% | Add +4.3% | 296,892 | $39.3M |
| Cetera Investment Advisers | 0.08% | Reduce -0.6% | 289,553 | $38.3M |
| Mariner, LLC | 0.06% | Reduce -1.1% | 272,775 | $36.1M |
| GLOBALT Investments LLC / GA | 1.31% | Reduce -3.9% | 264,247 | $34.9M |
| Cedar Mountain Advisors, LLC | 7.43% | Add +0.3% | 249,347 | $33.0M |
| Wescott Financial Advisory Group, LLC | 3.35% | Reduce -13.2% | 235,949 | $31.2M |
| Pegasus Partners Ltd. | 2.61% | Add +8.1% | 210,877 | $27.9M |
| Anchor Capital Advisors LLC | 0.74% | Reduce -38.5% | 210,146 | $27.8M |
| Keybank National Association | 0.10% | Add +0.1% | 203,222 | $26.9M |
| LPWM LLC | 8.73% | Add +2.3% | 204,308 | $26.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -8.1% | 197,960 | $26.2M |
| M&T Bank Corp | 0.08% | Reduce -2.5% | 190,284 | $25.2M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -0.6% | 176,024 | $23.3M |
| Covenant Partners, LLC | 6.74% | Reduce -4.0% | 175,216 | $23.2M |
| Raymond James & Associates | 0.01% | Add +2.4% | 168,928 | $22.3M |
| Moneta Group Investment Advisors LLC | 0.31% | Reduce -0.0% | 161,262 | $21.3M |
| Badgley Phelps Wealth Managers, LLC | 0.49% | Add +1.5% | 158,165 | $20.9M |
| HighTower Advisors, LLC | 0.03% | Add +3.2% | 158,113 | $20.9M |
| Rodgers & Associates, LTD | 2.47% | Add +3.9% | 156,393 | $20.7M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -4.2% | 153,495 | $20.3M |
| Asset Management Group, Inc. | 2.84% | Reduce -0.4% | 152,168 | $20.1M |
| RTD Financial Advisors, Inc. | 2.54% | Add +6.2% | 151,872 | $20.1M |
| Legacy Edge Advisors, LLC | 3.00% | Add +8.6% | 141,967 | $18.8M |
| Bishop & Co Investment Management, LLC | 7.06% | Add +0.7% | 140,197 | $18.5M |
| Natixis Advisors, LLC | 0.04% | Reduce -41.2% | 139,379 | $18.4M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -0.3% | 138,238 | $18.3M |
| Fifth Third Bancorp | 0.06% | Reduce -2.2% | 132,655 | $17.5M |
| First Citizens Asset Management, Inc. | 6.07% | Reduce -9.9% | 129,141 | $17.1M |
| Stifel Financial Corp. | 0.02% | Reduce -1.4% | 129,108 | $17.1M |
| LBJ Family Wealth Advisors, Ltd. | 9.96% | Reduce -0.0% | 126,975 | $16.8M |
| Northern Trust Corp. | 0.00% | Add +0.4% | 126,497 | $16.7M |
| Captrust Financial Advisors | 0.05% | Reduce -2.0% | 123,366 | $16.3M |
| Sterling Capital Management LLC | 0.20% | — | 118,462 | $15.7M |
| FSA Wealth Management LLC | 6.11% | — | 115,561 | $15.3M |
| Baird Financial Group, Inc. | 0.03% | Add +4.0% | 114,148 | $15.1M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +0.0% | 111,846 | $14.8M |
| HUB Investment Partners, LLC | 0.64% | Reduce -7.4% | 110,605 | $14.6M |
| Thompson Siegel & Walmsley LLC | 0.22% | Reduce -40.3% | 109,967 | $14.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.2% | 108,484 | $14.3M |
| Comerica Bank | 0.06% | Add +0.2% | 106,291 | $14.1M |
| Waverly Advisors, LLC | 0.26% | Reduce -0.0% | 105,533 | $14.0M |
| Fifth Third Securities, Inc. | 1.30% | Reduce -1.4% | 103,661 | $13.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.1% | 102,881 | $13.6M |
| Hapanowicz & Associates Financial Services, Inc | 6.83% | Reduce -39.9% | 102,608 | $13.6M |
| HSBC Holdings PLC | 0.01% | Reduce -56.7% | 101,087 | $13.4M |
| Bokf, NA | 0.23% | Reduce -0.3% | 99,486 | $13.0M |
| UMB Bank, n.a. | 0.20% | Reduce -6.3% | 97,626 | $12.9M |
| Bank of Montreal | 0.01% | Add +0.4% | 97,268 | $12.8M |
| Clearstead Advisors, LLC | 0.20% | Add +10.5% | 97,054 | $12.8M |
| Johnson Investment Counsel Inc. | 0.13% | Add +14.9% | 96,052 | $12.7M |
| Earnest Partners LLC | 0.05% | Reduce -49.9% | 94,110 | $12.4M |
| Creative Planning | 0.01% | Reduce -2.4% | 93,902 | $12.4M |
| Prosperity Consulting Group, LLC | 0.96% | Add +38.8% | 92,642 | $12.3M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Reduce -1.5% | 92,226 | $12.2M |
| Etfidea, LLC | 3.79% | Add +1.0% | 90,620 | $12.0M |
| Savant Capital, LLC | 0.10% | Add +33.7% | 88,451 | $11.7M |
| Occidental Asset Management, LLC | 1.88% | Add +0.0% | 88,027 | $11.6M |
| Accredited Investors Inc. | 0.62% | Add +1.2% | 81,912 | $10.8M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -34.1% | 80,455 | $10.6M |
| JMG Financial Group, Ltd. | 0.36% | Reduce -0.9% | 80,042 | $10.6M |
| First Horizon Advisors, Inc. | 0.29% | Reduce -2.2% | 79,670 | $10.5M |
| Prudential Financial Inc. | 0.01% | Add +2.0% | 76,099 | $10.1M |
| Kestra Private Wealth Services, LLC | 0.18% | Reduce -2.4% | 74,294 | $9.8M |
| Twin Focus Capital Partners, LLC | 1.51% | Reduce -1.9% | 72,522 | $9.6M |
| MAI Capital Management | 0.09% | Add +3.7% | 70,999 | $9.4M |
| Synovus Financial Corp. | 0.11% | Add +4.8% | 69,873 | $9.2M |
| WestHill Financial Advisors, Inc. | 2.02% | Add +0.2% | 68,198 | $9.0M |
| Cwm, LLC | 0.04% | Add +9.6% | 67,355 | $8.9M |
| Evergreen Capital Management LLC | 0.29% | Add +2.1% | 65,603 | $8.7M |
| Financial Planning & Information Services, Inc. | 1.14% | Reduce -3.3% | 62,389 | $8.3M |
| Mill Creek Capital Advisors, LLC | 0.20% | Add +0.7% | 62,015 | $8.2M |
| MML Investors Services, LLC | 0.03% | Add +2.8% | 61,414 | $8.1M |
| Conning Inc. | 0.28% | Add +3.0% | 60,882 | $8.1M |
| Sanctuary Advisors, LLC | 0.05% | Add +2.0% | 58,074 | $8.1M |
| SVB Wealth LLC | 6.83% | Reduce -74.1% | 60,722 | $8.0M |
| Advisors Preferred, LLC | 1.22% | New | 60,879 | $8.0M |
| Inspirion Wealth Advisors, LLC | 1.12% | Reduce -0.8% | 60,463 | $8.0M |
| Pinnacle Financial Partners Inc | 0.15% | Add +2.9% | 57,136 | $7.6M |
| Private Advisor Group, LLC | 0.04% | Add +1.5% | 54,299 | $7.2M |
| Mercer Global Advisors Inc. | 0.02% | Add +149.2% | 52,642 | $7.0M |
| NewEdge Advisors, LLC | 0.05% | Add +2.3% | 52,605 | $7.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -25.9% | 52,600 | $7.0M |
| McAdam, LLC | 0.38% | Reduce -1.2% | 51,587 | $6.8M |
| Avantax Planning Partners, Inc. | 0.24% | Reduce -45.0% | 51,333 | $6.8M |
| Corundum Group, Inc. | 3.08% | Reduce -4.5% | 51,039 | $6.7M |
| Mullaney, Keating & Wright, Inc. | 4.56% | Add +2.7% | 49,685 | $6.6M |
| Powell Investment Advisors, LLC | 3.03% | Add +3.8% | 48,994 | $6.5M |
| James J. Burns & Company, LLC | 1.17% | Reduce -0.4% | 48,829 | $6.5M |
| Processus Wealth & Capital Management, LLC | 5.28% | Add +0.3% | 48,467 | $6.4M |
| Kingdom Financial Group LLC. | 4.66% | Add +0.0% | 47,122 | $6.2M |
| Bleakley Financial Group, LLC | 0.19% | Reduce -0.3% | 46,959 | $6.2M |
| Councilor Wealth, LLC | 2.95% | Add +0.3% | 45,725 | $6.0M |
| Vance Wealth, LLC | 2.26% | Add +6.8% | 45,177 | $6.0M |
| Sowell Financial Services LLC | 0.28% | New | 44,754 | $5.9M |
| Ascent Group, LLC | 0.44% | Reduce -6.0% | 43,784 | $5.8M |
| Farmers & Merchants Investments Inc. | 0.18% | Reduce -0.4% | 43,737 | $5.8M |
| Howard Bailey Securities, LLC | 2.15% | — | 42,862 | $5.7M |
| KMG Fiduciary Partners, LLC | 0.48% | Add +76.4% | 42,032 | $5.6M |
| XML Financial, LLC | 0.51% | Reduce -0.9% | 41,866 | $5.5M |
| NewEdge Wealth, LLC | 0.10% | Reduce -4.1% | 41,553 | $5.5M |
| Aldebaran Capital, LLC | 4.99% | Add +6.4% | 41,260 | $5.5M |
| Glenmede Trust Co. NA | 0.03% | No change | 40,638 | $5.4M |
| Summit Financial, LLC | 0.20% | Add +1.8% | 38,747 | $5.1M |
| EP Wealth Advisors, LLC | 0.04% | Add +14.6% | 38,405 | $5.1M |
| Mather Group, Llc. | 0.06% | Add +0.7% | 37,446 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.1% | 37,431 | $5.0M |
| Community Bank, N.A. | 0.62% | No change | 37,303 | $4.9M |
| Lido Advisors, LLC | 0.04% | Add +2.3% | 37,267 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.4% | 37,043 | $4.9M |
| Investment Partners, LTD. | 1.87% | Reduce -5.1% | 34,007 | $4.5M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +4.7% | 33,976 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Reduce -1.9% | 33,803 | $4.5M |
| Modera Wealth Management, LLC | 0.06% | Add +1.9% | 32,883 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | New | 32,452 | $4.3M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -0.9% | 31,704 | $4.2M |
| Focus Financial Network, Inc. | 0.17% | Reduce -1.8% | 31,268 | $4.1M |
| Regions Financial Corp. | 0.03% | Reduce -0.9% | 31,012 | $4.1M |
| Falcon Wealth Planning | 0.48% | Reduce -0.8% | 30,978 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 30,708 | $4.1M |
| Simplicity Wealth,LLC | 0.37% | Reduce -62.1% | 30,352 | $4.0M |
| Auour Investments LLC | 1.42% | Reduce -5.4% | 30,210 | $4.0M |
| Bridges Investment Management Inc. | 0.06% | Add +1.2% | 29,991 | $4.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +0.3% | 29,369 | $3.9M |
| Park Avenue Securities LLC | 0.04% | Add +2.2% | 29,268 | $3.9M |
| ARK & TLK Investments, LLC | 1.34% | No change | 28,477 | $3.8M |
| Forte Capital LLC | 0.42% | Reduce -37.1% | 28,390 | $3.8M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -9.6% | 27,930 | $3.7M |
| Northeast Financial Consultants Inc | 0.16% | No change | 27,788 | $3.7M |
| Connecticut Wealth Management, LLC | 0.18% | No change | 27,719 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 27,650 | $3.7M |
| Condor Capital Management | 0.31% | Reduce -0.2% | 25,978 | $3.4M |
| Sage Financial Group Inc. | 0.28% | Add +0.5% | 25,923 | $3.4M |
| City Holding Co. | 0.47% | Add +7.6% | 25,731 | $3.4M |
| Whitaker-Myers Wealth Managers, LTD. | 1.13% | Add +9.3% | 25,686 | $3.4M |
| HBK Sorce Advisory LLC | 0.10% | Reduce -6.6% | 25,008 | $3.3M |
| Platte River Wealth Advisors, LLC | 0.88% | Reduce -2.2% | 24,667 | $3.3M |
| Fidelis Capital Partners, LLC | 0.39% | Add +33.7% | 24,701 | $3.3M |
| First Merchants Corp. | 0.12% | Add +4.2% | 24,352 | $3.2M |
| Harbor Investment Advisory, LLC | 0.31% | No change | 23,914 | $3.2M |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 23,905 | $3.2M |
| Cerity Partners LLC | 0.01% | Add +76.4% | 23,896 | $3.2M |
| Blair William & Co. | 0.01% | Add +0.6% | 23,819 | $3.2M |
| MSH Capital Advisors LLC | 0.96% | Add +6.0% | 23,780 | $3.1M |
| Concourse Financial Group Securities, Inc. | 0.18% | Add +8.7% | 23,276 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -0.1% | 22,951 | $3.0M |
| Atria Investments, Inc | 0.04% | Reduce -20.4% | 22,886 | $3.0M |
| Amarillo National Bank | 0.55% | Reduce -39.0% | 22,782 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Add +21.6% | 22,438 | $3.0M |
| FAS Wealth Partners, Inc. | 0.23% | Add +0.7% | 21,924 | $2.9M |
| Global Retirement Partners, LLC | 0.09% | Reduce -0.1% | 21,710 | $2.9M |
| First Pacific Financial | 0.65% | Reduce -1.4% | 21,083 | $2.8M |
| Noble Family Wealth, LLC | 0.75% | Reduce -8.5% | 21,069 | $2.8M |
| Atlas Brown,Inc. | 0.94% | Add +0.4% | 20,600 | $2.7M |
| Brighton Jones LLC | 0.10% | Add +2.8% | 20,469 | $2.7M |
| Eukles Asset Management | 1.09% | Reduce -3.4% | 20,441 | $2.7M |
| Brown Advisory Inc. | 0.00% | Reduce -0.3% | 20,164 | $2.7M |
| Whitegate Investment Counselors, Inc. | 0.70% | No change | 19,817 | $2.6M |
| Stock Yards Bank & Trust Co. | 0.08% | Add +7.0% | 19,816 | $2.6M |
| Geneos Wealth Management Inc. | 0.10% | Add +20.5% | 19,471 | $2.6M |
| Kennedy Capital Management LLC | 0.06% | Reduce -43.3% | 19,130 | $2.5M |
| Choreo, LLC | 0.04% | Reduce -1.0% | 19,234 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -10.9% | 18,862 | $2.5M |
| BlackRock, Inc. | 0.00% | — | 18,703 | $2.5M |
| Townsquare Capital LLC | 0.03% | Reduce -4.7% | 18,615 | $2.5M |
| Wesbanco Bank Inc. | 0.08% | Add +0.1% | 18,326 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +10.7% | 18,299 | $2.4M |
| Csenge Advisory Group | 0.13% | Add +11.8% | 18,270 | $2.4M |
| Whittier Trust Co. | 0.03% | No change | 18,098 | $2.4M |
| Vanguard Group Inc. | 0.00% | Reduce -9.9% | 17,828 | $2.4M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Reduce -1.8% | 17,825 | $2.4M |
| Nuance Investments, LLC | 0.08% | Reduce -63.7% | 17,811 | $2.3M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -1.4% | 17,204 | $2.3M |
| Telos Capital Management, Inc. | 0.24% | Reduce -2.2% | 17,077 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Reduce -0.4% | 17,076 | $2.3M |
| Glenview Trust Co | 0.04% | Add +0.1% | 16,778 | $2.2M |
| Performance Wealth Partners, LLC | 0.08% | Reduce -3.2% | 16,713 | $2.2M |
| AdvisorNet Financial, Inc | 0.16% | Add +2.6% | 16,687 | $2.2M |
| Annapolis Financial Services, LLC | 0.65% | Add +0.3% | 16,644 | $2.2M |
| Financial Counselors Inc. | 0.03% | Reduce -0.2% | 16,474 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.5% | 16,426 | $2.2M |
| Ballentine Partners, LLC | 0.04% | No change | 16,386 | $2.2M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -9.4% | 16,197 | $2.1M |
| United Asset Strategies, Inc. | 0.20% | New | 16,157 | $2.1M |
| TFB Advisors LLC | 0.62% | Reduce -1.8% | 15,759 | $2.1M |
| Tectonic Advisors LLC | 0.14% | Add +8.1% | 15,707 | $2.1M |
| SageView Advisory Group, LLC | 0.10% | Reduce -8.5% | 15,557 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +7.1% | 15,351 | $2.0M |
| Alpine Bank Wealth Management | 0.32% | — | 15,170 | $2.0M |
| Widmann Financial Services, Inc. | 1.50% | Add +1.3% | 14,977 | $2.0M |
| FineMark National Bank & Trust | 0.07% | Add +69.0% | 14,687 | $1.9M |
| Bessemer Group Inc. | 0.00% | Add +5.6% | 14,559 | $1.9M |
| Brophy Wealth Management, LLC | 0.69% | — | 14,561 | $1.9M |
| Horst & Graben Wealth Management LLC | 0.34% | Reduce -3.1% | 14,491 | $1.9M |
| Quadrant Capital Group LLC | 0.13% | No change | 14,474 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -57.0% | 14,252 | $1.9M |
| Principal Securities, Inc. | 0.05% | Add +2.3% | 14,242 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +10.6% | 14,167 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.12% | Reduce -17.9% | 14,115 | $1.9M |
| Cadence Bank | 0.13% | New | 13,991 | $1.9M |
| Home Federal Bank of Tennessee | 0.53% | Reduce -1.9% | 13,927 | $1.8M |
| Broadview Financial Management, LLC | 1.24% | Add +6.9% | 13,891 | $1.8M |
| Tradition Wealth Management, LLC | 0.16% | Reduce -1.8% | 13,781 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +2.5% | 13,469 | $1.8M |
| Peloton Wealth Strategists | 0.72% | Add +2.3% | 13,469 | $1.8M |
| WCG Wealth Advisors LLC | 0.12% | Add +27.1% | 13,265 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +17.2% | 13,259 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -2.9% | 13,118 | $1.7M |
| STAR Financial Bank | 1.17% | Reduce -6.0% | 13,144 | $1.7M |
| BHK Investment Advisors, LLC | 0.64% | Reduce -0.4% | 13,034 | $1.7M |
| Intrepid Financial Planning Group LLC | 0.74% | Reduce -0.4% | 13,003 | $1.7M |
| Trivium Point Advisory, LLC | 0.24% | Reduce -2.3% | 12,565 | $1.7M |
| TD Private Client Wealth LLC | 0.05% | Reduce -4.2% | 12,930 | $1.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -38.3% | 12,818 | $1.7M |
| Beacon Bank & Trust | 0.39% | Reduce -17.4% | 12,672 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -17.1% | 12,542 | $1.7M |
| Eagle Strategies LLC | 0.30% | Reduce -2.6% | 12,398 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +31.1% | 12,216 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +31.1% | 12,216 | $1.6M |
| Tudor Investment Corporation | 0.02% | Add +64.7% | 12,191 | $1.6M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -1.4% | 12,156 | $1.6M |
| Wittenberg Investment Management, Inc. | 0.52% | Reduce -37.7% | 8,262 | $1.6M |
| Pacific Sun Financial Corp | 0.87% | Reduce -2.7% | 11,954 | $1.6M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -39.3% | 11,889 | $1.6M |
| &partners | 0.03% | Add +68.0% | 11,874 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +10.4% | 11,844 | $1.6M |
| MWA Asset Management | 1.03% | Add +1.8% | 11,689 | $1.5M |
| Pure Financial Advisors, LLC | 0.04% | Add +1.8% | 11,681 | $1.5M |
| Prospera Financial Services Inc | 0.04% | Add +10.8% | 11,602 | $1.5M |
| MV Capital Management, Inc. | 0.16% | Add +10.5% | 11,554 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +6.8% | 11,491 | $1.5M |
| Affinity Capital Advisors, LLC | 0.29% | No change | 11,488 | $1.5M |
| Park Place Capital Corp | 0.44% | Reduce -0.5% | 11,470 | $1.5M |
| Stonegate Investment Group, LLC | 0.04% | Add +117.2% | 11,259 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -95.3% | 11,085 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -0.5% | 11,051 | $1.5M |
| Callan Family Office, LLC | 0.24% | No change | 10,793 | $1.4M |
| Legacy Bridge, LLC | 0.77% | No change | 10,781 | $1.4M |
| Renasant Bank | 0.94% | Reduce -0.5% | 10,778 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -5.1% | 10,708 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.20% | Add +1.6% | 10,585 | $1.4M |
| First Foundation Advisors | 0.05% | Add +4.6% | 10,544 | $1.4M |
| Roberts Financial Services LLC | 0.26% | Reduce -1.0% | 10,518 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Add +8.5% | 10,467 | $1.4M |
| Country Club Bank | 0.09% | Add +2.2% | 10,442 | $1.4M |
| Norden Group LLC | 0.16% | New | 10,384 | $1.4M |
| Courier Capital LLC | 0.09% | Reduce -2.6% | 10,348 | $1.4M |
| My Legacy Advisors, LLC | 0.54% | Add +7.3% | 10,254 | $1.4M |
| Bank of Hawaii | 0.06% | Add +64.0% | 10,249 | $1.4M |
| Insight 2811, Inc. | 0.67% | Reduce -29.8% | 10,155 | $1.3M |
| Financial Guidance Group, Inc. | 0.78% | Reduce -0.4% | 10,144 | $1.3M |
| Greenleaf Trust | 0.01% | Add +90.3% | 10,141 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | New | 9,881 | $1.3M |
| Advisory Services Network, LLC | 0.03% | No change | 10,882 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.6% | 20,825 | $1.3M |
| Transcend Capital Advisors, LLC | 0.09% | Add +5.2% | 9,742 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.3% | 9,741 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +17.0% | 9,625 | $1.3M |
| National Philanthropic Trust | 0.02% | No change | 9,466 | $1.3M |
| Evensky & Katz LLC | 0.08% | Add +0.5% | 9,457 | $1.3M |
| Berkeley, Inc | 0.36% | Add +100.1% | 9,452 | $1.2M |
| Chartwell Investment Partners, LLC | 0.04% | No change | 9,400 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Add +5.5% | 9,368 | $1.2M |
| Sonata Capital Group Inc. | 0.51% | Reduce -24.5% | 9,211 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Add +3.4% | 9,100 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | New | 9,086 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +3.4% | 9,046 | $1.2M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -2.8% | 9,031 | $1.2M |
| Truepoint, Inc. | 0.03% | Reduce -1.7% | 8,872 | $1.2M |
| Viewpoint Capital Management LLC | 0.66% | No change | 8,879 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -35.8% | 8,744 | $1.2M |
| First National Trust Co | 0.04% | No change | 8,734 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +3.4% | 8,693 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -9.9% | 8,683 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Add +37.8% | 8,647 | $1.1M |
| FWG Investments, LLC. | 0.98% | Reduce -2.4% | 8,590 | $1.1M |
| Trust Point Inc. | 0.09% | No change | 8,578 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +23.1% | 8,488 | $1.1M |
| Luts & Greenleigh Group, Inc. | 1.07% | Add +1.6% | 8,466 | $1.1M |
| SOL Capital Management CO | 0.12% | Reduce -2.1% | 8,461 | $1.1M |
| Q3 Asset Management | 0.26% | New | 8,409 | $1.1M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -0.8% | 8,389 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.10% | Reduce -5.3% | 8,338 | $1.1M |
| Capital Analysts, LLC | 0.04% | Add +8.4% | 8,280 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Reduce -34.2% | 8,188 | $1.1M |
| Thomasville National Bank | 0.08% | Reduce -9.2% | 8,158 | $1.1M |
| Warwick Investment Management, Inc. | 0.25% | Add +0.5% | 8,122 | $1.1M |
| Pointe Capital Management LLC | 0.62% | Add +37.8% | 8,063 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +16.0% | 8,052 | $1.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.36% | No change | 7,850 | $1.0M |
| Boston Partners | 0.00% | Reduce -24.0% | 7,844 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -31.1% | 7,839 | $1.0M |
| Saxon Interests, Inc. | 0.47% | Reduce -0.9% | 7,727 | $1.0M |
| Avior Wealth Management, LLC | 0.04% | Reduce -1.1% | 7,668 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -0.8% | 7,622 | $1.0M |
| NorthRock Partners, LLC | 0.03% | Reduce -4.4% | 7,618 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.2% | 7,608 | $1.0M |
| MCF Advisors LLC | 0.07% | Add +0.0% | 7,503 | $992K |
| Brookstone Capital Management | 0.01% | Add +5.2% | 7,447 | $985K |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Reduce -1.5% | 7,434 | $983K |
| Cornerstone Wealth Management, LLC | 0.07% | Add +0.1% | 7,388 | $977K |
| Prossimo Advisors, LLC | 0.71% | Add +2.9% | 7,391 | $977K |
| Allegheny Financial Group | 0.24% | Add +0.7% | 7,376 | $975K |
| Private Management Group Inc. | 0.03% | Reduce -1.6% | 7,359 | $973K |
| Wedgewood Investors Inc. | 1.06% | Reduce -0.5% | 7,346 | $972K |
| Global Wealth Management Investment Advisory, Inc. | 0.21% | Reduce -2.9% | 7,303 | $966K |
| Five Oceans Advisors | 0.46% | Reduce -42.0% | 7,256 | $960K |
| IFP Advisors, Inc | 0.03% | Add +8.5% | 7,229 | $956K |
| Tranquility Partners, LLC | 0.34% | Reduce -3.8% | 7,107 | $940K |
| Intergy Private Wealth, LLC | 0.36% | Reduce -1.2% | 7,102 | $939K |
| Lanark Financial, Inc. | 0.08% | Add +3.0% | 7,099 | $938K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -0.4% | 7,043 | $931K |
| Mutual Advisors, LLC | 0.03% | Add +2.8% | 7,041 | $930K |
| Intrust Bank NA | 0.09% | Reduce -2.1% | 6,955 | $920K |
| Ade, LLC | 0.56% | Add +0.3% | 6,932 | $917K |
| Bailard, Inc. | 0.02% | No change | 6,909 | $914K |
| Graypoint LLC | 0.06% | No change | 6,884 | $910K |
| Rebalance, LLC | 0.07% | No change | 6,834 | $904K |
| Busey Bank | 0.03% | No change | 6,656 | $880K |
| Auxano Advisors, LLC | 0.23% | Add +5.2% | 6,648 | $879K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | No change | 6,609 | $874K |
| Global Trust Asset Management, LLC | 0.32% | Reduce -16.5% | 6,577 | $870K |
| Diversified Trust Co. | 0.02% | No change | 6,476 | $856K |
| Cozad Asset Management Inc. | 0.08% | Reduce -1.1% | 6,403 | $847K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -0.2% | 6,400 | $846K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -1.4% | 6,391 | $845K |
| Vantage Financial Partners, LLC | 0.21% | Reduce -6.6% | 6,332 | $837K |
| Revolve Wealth Partners, LLC | 0.13% | No change | 6,315 | $835K |
| Prosperity Planning, Inc. | 0.37% | Reduce -1.4% | 6,300 | $833K |
| Washington Trust Bank | 0.08% | Reduce -25.4% | 6,292 | $832K |
| Port Capital LLC | 0.04% | Add +0.4% | 6,215 | $822K |
| Harbour Capital Advisors, LLC | 0.19% | No change | 6,150 | $808K |
| Cary Street Partners Investment Advisory LLC | 0.03% | No change | 6,093 | $806K |
| Arkadios Wealth Advisors | 0.05% | Add +11.2% | 6,076 | $804K |
| Ballew Advisors, Inc | 0.54% | Reduce -7.3% | 6,108 | $802K |
| Stegner Investment Associates Inc. | 0.54% | No change | 6,000 | $793K |
| Mycio Wealth Partners, LLC | 0.18% | Add +0.4% | 5,962 | $788K |
| Cedrus LLC | 0.29% | Add +6.9% | 5,945 | $786K |
| Retirement Income Solutions, Inc. | 0.18% | No change | 5,875 | $777K |
| Ieq Capital, LLC | 0.01% | Reduce -0.6% | 5,875 | $777K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 5,814 | $769K |
| Aveo Capital Partners, LLC | 0.08% | Add +19.8% | 5,795 | $766K |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.0% | 5,781 | $764K |
| Jefferies Financial Group Inc. | 0.01% | Add +0.0% | 5,733 | $758K |
| Romano Brothers and Company | 0.09% | Reduce -0.8% | 5,718 | $756K |
| Colonial Trust Co / SC | 0.12% | Reduce -3.0% | 5,672 | $750K |
| Centennial Bank | 0.34% | Reduce -10.4% | 5,581 | $738K |
| Essex Financial Services, Inc. | 0.05% | Add +0.0% | 5,551 | $734K |
| HB Wealth Management, LLC | 0.01% | Reduce -1.2% | 5,467 | $723K |
| Willner & Heller, LLC | 0.64% | Add +0.4% | 5,463 | $722K |
| Stonebridge Financial Planning Group, LLC | 0.34% | Reduce -4.5% | 5,458 | $722K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.27% | Add +1.7% | 5,497 | $718K |
| CW Advisors, LLC | 0.01% | Reduce -30.2% | 5,400 | $714K |
| Sandy Spring Bank | 0.03% | Reduce -4.1% | 5,392 | $713K |
| Financial Advocates Investment Management | 0.04% | Add +95.9% | 6,135 | $713K |
| Perennial Investment Advisors, LLC | 0.09% | Reduce -4.3% | 5,320 | $703K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -12.7% | 5,276 | $698K |
| Cordant, Inc. | 0.35% | Reduce -0.9% | 5,230 | $692K |
| Regimen Wealth, LLC | 0.22% | Add +0.4% | 5,228 | $691K |
| Coldstream Capital Management Inc. | 0.01% | No change | 5,203 | $688K |
| Davis R M Inc. | 0.01% | Add +4.7% | 5,170 | $684K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Reduce -1.9% | 5,154 | $682K |
| Gryphon Financial Partners LLC | 0.09% | Reduce -8.1% | 5,150 | $681K |
| Mathes Company, Inc. | 0.24% | Reduce -14.2% | 5,145 | $680K |
| Spire Wealth Management | 0.02% | No change | 5,075 | $671K |
| Evoke Wealth, LLC | 0.02% | New | 5,073 | $671K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Reduce -1.4% | 5,052 | $668K |
| Arcadia Wealth Management, LLC | 0.35% | Reduce -2.4% | 5,103 | $667K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,040 | $667K |
| Canandaigua National Bank & Trust Co. | 0.06% | New | 5,038 | $666K |
| One Day In July LLC | 0.07% | Add +1.4% | 5,021 | $664K |
| Peterson Financial Group, Inc. | 2.55% | Reduce -10.3% | 5,017 | $664K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +15.2% | 4,990 | $660K |
| OneDigital Investment Advisors LLC | 0.01% | Add +33.5% | 4,966 | $657K |
| Highland Capital Management, LLC | 0.04% | Add +0.1% | 4,919 | $651K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -18.0% | 4,910 | $649K |
| Rockland Trust Co. | 0.03% | No change | 4,895 | $647K |
| Schechter Investment Advisors, LLC | 0.05% | No change | 4,885 | $646K |
| Phillips Financial Management, LLC | 0.05% | No change | 4,859 | $643K |
| Marcum Wealth, LLC | 0.06% | No change | 4,804 | $635K |
| Barclays PLC | 0.00% | New | 4,800 | $635K |
| TBH Global Asset Management, LLC | 0.14% | No change | 4,776 | $632K |
| Monetary Management Group Inc. | 0.16% | No change | 4,750 | $628K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -21.3% | 4,728 | $625K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -1.0% | 4,722 | $624K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.3% | 4,712 | $623K |
| AQR Capital Management | 0.00% | New | 4,705 | $622K |
| LJI Wealth Management, LLC | 0.13% | Reduce -2.2% | 4,700 | $622K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +12.4% | 4,674 | $618K |
| Leisure Capital Management | 0.26% | New | 4,653 | $615K |
| Smith & Howard Wealth Management, LLC | 0.17% | No change | 4,617 | $611K |
| Valmark Advisers, Inc. | 0.01% | Add +0.2% | 4,605 | $609K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.43% | — | 4,529 | $599K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.9% | 4,527 | $599K |
| Missouri Trust & Investment Co | 0.21% | No change | 4,475 | $592K |
| WASHINGTON TRUST Co | 0.02% | Reduce -0.3% | 4,472 | $591K |
| Signal Advisors Wealth, LLC | 0.08% | New | 4,471 | $591K |
| Flputnam Investment Management Co. | 0.01% | Add +2.8% | 4,464 | $590K |
| City Center Advisors, LLC | 0.65% | Reduce -1.4% | 4,449 | $588K |
| Manchester Capital Management LLC | 0.07% | No change | 4,376 | $579K |
| Red Tortoise LLC | 0.29% | Reduce -0.8% | 4,342 | $574K |
| Bensler, LLC | 0.07% | Add +0.0% | 4,330 | $573K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -2.5% | 4,328 | $573K |
| Pinnacle Bancorp, Inc. | 0.15% | Add +0.3% | 4,257 | $563K |
| Financial Management Network Inc. | 0.12% | Reduce -20.8% | 4,256 | $559K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -1.3% | 4,163 | $550K |
| Geometric Wealth Advisors | 0.10% | No change | 4,155 | $549K |
| PFG Investments, LLC | 0.04% | Add +7.0% | 4,142 | $548K |
| 9258 Wealth Management, LLC | 0.08% | Reduce -0.1% | 4,081 | $540K |
| Zacks Investment Management | 0.00% | New | 4,068 | $538K |
| National Bank of Canada | 0.00% | No change | 4,065 | $538K |
| Granite FO LLC | 0.30% | No change | 4,043 | $535K |
| Axiom Advisory, LLC | 0.00% | Add +1.4% | 4,160 | $527K |
| First Western Trust Bank | 0.02% | Reduce -0.7% | 3,981 | $527K |
| Skyline Advisors, Inc. | 0.21% | Add +0.4% | 3,944 | $522K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.1% | 3,937 | $521K |
| First United Bank & Trust | 0.19% | Reduce -0.2% | 3,936 | $521K |
| Guardian Asset Advisors, LLC | 0.35% | Add +0.4% | 3,913 | $517K |
| Total Wealth Planning, LLC | 0.08% | Reduce -3.1% | 3,906 | $517K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +7.7% | 3,903 | $516K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -14.6% | 3,843 | $508K |
| Kintra Wealth, LLC | 0.34% | Reduce -6.1% | 3,837 | $507K |
| First National Bank of Omaha | 0.03% | No change | 3,829 | $506K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,826 | $506K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 3,805 | $503K |
| Assetmark, Inc. | 0.00% | Reduce -95.6% | 3,805 | $503K |
| 1ST Source Bank | 0.03% | No change | 3,802 | $503K |
| Granite Group Advisors, LLC | 0.32% | No change | 3,800 | $503K |
| Enclave Advisors LLC | 0.08% | — | 3,761 | $497K |
| Atticus Wealth Management, LLC | 0.16% | Add +23.5% | 3,755 | $497K |
| Cooper Financial Group | 0.06% | Reduce -8.1% | 3,751 | $496K |
| Eight 31 Financial, LLC | 0.38% | New | 3,731 | $493K |
| Western Wealth Management, LLC | 0.03% | Add +83.8% | 3,725 | $493K |
| Valeo Financial Advisors, LLC | 0.01% | Add +5.0% | 3,725 | $492K |
| Dana Investment Advisors, Inc. | 0.02% | Add +87.4% | 3,705 | $490K |
| Evanson Asset Management, LLC | 0.03% | Add +0.0% | 3,695 | $489K |
| Princeton Global Asset Management LLC | 0.09% | Add +395.8% | 3,669 | $485K |
| Financial Alternatives, Inc | 0.34% | No change | 3,662 | $484K |
| Zhang Financial LLC | 0.03% | No change | 3,645 | $482K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.3% | 3,616 | $478K |
| Halpern Financial, Inc. | 0.12% | No change | 3,644 | $478K |
| Drucker Wealth 3.0, LLC | 0.11% | Reduce -0.7% | 3,588 | $475K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 3,587 | $474K |
| HRT Financial LP | 0.00% | Reduce -23.1% | 3,581 | $473K |
| Parkside Financial Bank & Trust | 0.07% | Add +0.1% | 3,560 | $471K |
| Kanawha Capital Management LLC | 0.03% | No change | 3,541 | $468K |
| Simmons Bank | 0.03% | No change | 3,524 | $466K |
| Guidance Point Advisors, LLC | 0.14% | Add +0.5% | 3,517 | $465K |
| Baker Ellis Asset Management LLC | 0.07% | No change | 3,500 | $463K |
| Allworth Financial LP | 0.00% | Reduce -45.8% | 3,467 | $459K |
| Compass Ion Advisors, LLC | 0.06% | Add +0.1% | 3,429 | $454K |
| NCM Capital Management, LLC | 0.22% | No change | 3,400 | $450K |
| Johnson Financial Group, Inc. | 0.02% | Add +7.2% | 3,362 | $445K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 3,357 | $444K |
| PFG Advisors | 0.03% | Add +25.6% | 3,351 | $443K |
| LGT Financial Advisors LLC | 1.09% | Reduce -63.8% | 3,328 | $440K |
| Qube Research & Technologies Ltd | 0.00% | Add +21.6% | 3,308 | $437K |
| StoneX Group Inc. | 0.03% | Reduce -3.0% | 3,297 | $436K |
| MIdWestOne Financial Group, Inc. | 0.06% | Add +11.6% | 3,287 | $435K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -6.4% | 3,286 | $435K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +25.9% | 3,282 | $434K |
| Stevens Capital Partners | 0.21% | Add +1.5% | 3,278 | $434K |
| Cranbrook Wealth Management, LLC | 0.10% | Reduce -2.1% | 3,274 | $433K |
| Marshall Financial Group Inc. | 0.13% | Add +0.4% | 3,263 | $431K |
| AlTi Global, Inc. | 0.01% | No change | 3,261 | $431K |
| Westmount Partners, LLC | 0.13% | No change | 3,256 | $431K |
| Independence Bank of Kentucky | 0.09% | Reduce -27.6% | 3,244 | $429K |
| Allen Investment Management, LLC | 0.01% | No change | 3,231 | $427K |
| Icon Wealth Advisors, LLC | 0.04% | Add +0.1% | 3,208 | $424K |
| Trilogy Capital Inc. | 0.02% | Add +0.1% | 3,198 | $423K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 3,177 | $420K |
| Pinion Investment Advisors, LLC | 0.17% | Add +5.7% | 3,134 | $414K |
| Holland Advisory Services, Inc. | 0.54% | Reduce -1.7% | 3,124 | $413K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -32.1% | 3,112 | $412K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -4.5% | 3,104 | $411K |
| Glass Jacobson Investment Advisors llc | 0.14% | Add +0.1% | 3,100 | $410K |
| Flagstar Securities, Inc. | 0.10% | Reduce -3.2% | 3,100 | $410K |
| Clayton Financial Group LLC | 0.15% | Add +3.2% | 3,090 | $409K |
| Private Client Services, LLC | 0.22% | Add +0.2% | 3,053 | $404K |
| Householder Group Estate & Retirement Specialist, LLC | 0.12% | Reduce -0.7% | 3,048 | $403K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -16.4% | 3,021 | $400K |
| Annex Advisory Services, LLC | 0.01% | Add +22.4% | 3,014 | $399K |
| Sterling Investment Counsel, LLC | 0.14% | No change | 3,008 | $398K |
| Cynosure Group, LLC | 0.06% | No change | 3,003 | $397K |
| First Bancorp, Inc | 0.28% | No change | 3,000 | $397K |
| Pittenger & Anderson Inc. | 0.01% | No change | 3,000 | $397K |
| Farther Finance Advisors, LLC | 0.01% | Add +4.8% | 2,990 | $395K |
| Richardson Capital Management LLC | 0.27% | No change | 2,966 | $392K |
| Firestone Capital Management | 0.10% | No change | 2,960 | $391K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 2,939 | $389K |
| Apella Capital, LLC | 0.02% | Add +0.4% | 2,954 | $388K |
| Facet Wealth, Inc. | 0.01% | Reduce -9.5% | 2,972 | $387K |
| Partners in Financial Planning | 0.08% | No change | 2,909 | $385K |
| WealthPLAN Partners, LLC | 0.05% | No change | 2,902 | $384K |
| Becker Capital Management Inc. | 0.01% | Add +11.0% | 2,880 | $381K |
| Empower Advisory Group, LLC | 0.00% | Reduce -3.5% | 2,871 | $380K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Add +65.3% | 2,859 | $378K |
| Davidson Trust Co. | 0.19% | Reduce -0.9% | 2,839 | $375K |
| Berkshire Asset Management LLC | 0.02% | No change | 3,101 | $374K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.4% | 2,816 | $372K |
| TrinityPoint Wealth, LLC | 0.05% | Add +4.2% | 2,804 | $371K |
| Breakwater Capital Group | 0.07% | Add +0.9% | 2,800 | $370K |
| Grove Bank & Trust | 0.05% | No change | 2,798 | $370K |
| D. E. Shaw & Co. | 0.00% | New | 2,782 | $368K |
| Shufro Rose & Co. LLC | 0.03% | No change | 3,043 | $367K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 2,754 | $364K |
| Mgo One Seven LLC | 0.02% | Add +3.7% | 2,752 | $364K |
| Means Investment Co., Inc. | 0.04% | Reduce -5.6% | 2,752 | $364K |
| Belpointe Asset Management LLC | 0.02% | New | 2,735 | $362K |
| GYL Financial Synergies, LLC | 0.03% | Reduce -2.5% | 2,731 | $361K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 2,731 | $361K |
| Cohen Capital Management, Inc. | 0.06% | Add +0.2% | 2,728 | $361K |
| First Financial Corp. | 0.17% | Reduce -2.3% | 2,718 | $359K |
| TFG Advisers LLC | 0.13% | Reduce -2.4% | 2,695 | $356K |
| Continuum Advisory, LLC | 0.05% | Add +3.3% | 2,632 | $356K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +23.2% | 2,658 | $352K |
| Beacon Financial Advisory LLC | 0.12% | Add +0.4% | 2,655 | $351K |
| Nicolet Bankshares Inc. | 0.07% | No change | 2,644 | $350K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.1% | 2,642 | $350K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.3% | 2,636 | $349K |
| NTV Asset Management LLC | 0.05% | No change | 2,626 | $347K |
| Builder Investment Group Inc. | 0.09% | Reduce -1.6% | 2,621 | $347K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,619 | $346K |
| Moors & Cabot, Inc. | 0.02% | Add +0.0% | 2,613 | $346K |
| Magnus Financial Group LLC | 0.04% | Add +0.2% | 2,605 | $345K |
| Lazard Asset Management LLC | 0.00% | No change | 2,600 | $343K |
| Acima Private Wealth, LLC | 0.11% | No change | 2,585 | $342K |
| Cascade Financial Partners, LLC | 0.04% | Add +9.8% | 2,583 | $341K |
| FDx Advisors, Inc. | 0.09% | Add +0.1% | 2,577 | $341K |
| BCGM Wealth Management, LLC | 0.11% | Reduce -2.8% | 2,577 | $341K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,568 | $340K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 2,533 | $335K |
| Lloyd Advisory Services, LLC. | 0.16% | Reduce -0.3% | 2,532 | $335K |
| Leeward Investments, LLC - MA | 0.02% | Add +10.0% | 2,532 | $335K |
| Quantinno Capital Management LP | 0.00% | New | 2,525 | $334K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 2,497 | $330K |
| Ballast, Inc. | 0.09% | No change | 2,487 | $329K |
| American Money Management, LLC | 0.07% | Reduce -1.1% | 2,463 | $326K |
| Family Legacy, Inc. | 0.11% | No change | 2,451 | $324K |
| Appleton Partners Inc. | 0.02% | Reduce -3.0% | 2,447 | $324K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -8.0% | 2,775 | $323K |
| Keel Point, LLC | 0.03% | Add +7.4% | 2,434 | $322K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.1% | 2,415 | $319K |
| ORG Partners LLC | 0.05% | Reduce -0.7% | 2,406 | $319K |
| QRG Capital Management, Inc. | 0.00% | Add +7.7% | 2,388 | $316K |
| Dentgroup LLC | 0.24% | Reduce -11.2% | 2,386 | $316K |
| Merit Financial Group, LLC | 0.01% | Reduce -31.9% | 2,362 | $312K |
| Key Financial Inc | 0.07% | Reduce -9.3% | 2,352 | $311K |
| Pacific Financial Group Inc. | 0.23% | Reduce -0.3% | 2,336 | $309K |
| Composition Wealth, LLC | 0.01% | Reduce -5.7% | 2,328 | $308K |
| REAP Financial Group, LLC | 0.08% | Reduce -31.0% | 2,322 | $307K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,311 | $306K |
| RDA Financial Network | 0.09% | Add +8.2% | 2,263 | $299K |
| German American Bancorp, Inc. | 0.03% | Reduce -95.1% | 2,263 | $299K |
| KilterHowling LLC | 0.19% | Add +0.4% | 2,262 | $299K |
| Aft, Forsyth & Company, Inc. | 0.15% | Add +0.1% | 2,262 | $299K |
| Nwam LLC | 0.02% | New | 2,259 | $299K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,259 | $298K |
| Nvest Financial, LLC | 0.17% | Reduce -5.2% | 2,246 | $297K |
| Elm Partners Management LLC | 0.02% | No change | 2,221 | $294K |
| Fulton Bank, N.A. | 0.01% | New | 2,214 | $293K |
| Regal Investment Advisors LLC | 0.02% | Reduce -19.0% | 2,212 | $293K |
| Altus Wealth Group LLC | 0.12% | Reduce -7.1% | 2,199 | $291K |
| Edge Capital Group, LLC | 0.01% | Reduce -14.4% | 2,199 | $291K |
| Roman Butler Fullerton & Co. | 0.09% | Reduce -4.2% | 2,154 | $287K |
| NBT Bank, N.A. | 0.02% | No change | 2,158 | $285K |
| Aire Advisors, LLC | 0.06% | Add +0.2% | 2,152 | $285K |
| Foster & Motley Inc. | 0.02% | Reduce -3.6% | 2,146 | $284K |
| Cape Investment Advisory, Inc. | 0.11% | Add +0.1% | 2,144 | $284K |
| Snowden Capital Advisors LLC | 0.01% | Add +19.8% | 2,121 | $281K |
| Mission Wealth Management, LP | 0.01% | Add +0.1% | 2,118 | $280K |
| Argent Trust Co | 0.01% | Add +18.6% | 2,102 | $278K |
| Peak Financial Management, Inc. | 0.08% | No change | 2,100 | $278K |
| Union Savings Bank | 0.14% | Reduce -1.5% | 2,100 | $278K |
| Legacy Financial Strategies, LLC | 0.06% | No change | 2,070 | $274K |
| SkyOak Wealth, LLC | 0.06% | No change | 2,068 | $273K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | New | 2,066 | $273K |
| Theory Financial LLC | 0.12% | No change | 2,093 | $273K |
| Ruggaard & Associates LLC | 0.12% | No change | 2,057 | $272K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -1.9% | 2,048 | $271K |
| Riverpoint Wealth Management Holdings, LLC | 0.07% | No change | 2,035 | $269K |
| Crestwood Advisors Group, LLC | 0.01% | Add +15.8% | 2,029 | $268K |
| Maryland Capital Advisors Inc. | 0.13% | No change | 2,028 | $268K |
| Oarsman Capital, Inc. | 0.05% | Add +11.6% | 2,016 | $267K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 2,005 | $265K |
| WealthShield Partners, LLC | 0.04% | Reduce -16.8% | 2,000 | $265K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 1,989 | $263K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | No change | 1,988 | $263K |
| 1834 Investment Advisors Co. | 0.03% | Reduce -12.4% | 1,988 | $263K |
| Forte Asset Management LLC | 0.14% | No change | 1,985 | $263K |
| Old National Bancorp | 0.01% | Add +2.1% | 1,977 | $261K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 1,973 | $261K |
| TPG Financial Advisors, LLC | 0.12% | Add +1.3% | 1,972 | $261K |
| First Hawaiian Bank | 0.01% | No change | 1,962 | $259K |
| Essex Bank | 0.06% | No change | 1,960 | $259K |
| Moneco Advisors, LLC | 0.03% | No change | 1,937 | $256K |
| Hazlett, Burt & Watson, Inc. | 0.12% | Add +11.6% | 1,932 | $254K |
| World Investment Advisors | 0.01% | New | 1,912 | $253K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.4% | 1,906 | $252K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 1,902 | $252K |
| Marotta Asset Management | 0.05% | No change | 1,902 | $252K |
| Dagco, Inc. | 0.10% | Add +0.1% | 1,896 | $251K |
| Montecito Bank & Trust | 0.04% | No change | 1,891 | $250K |
| Verdence Capital Advisors LLC | 0.02% | Add +2.2% | 1,884 | $249K |
| Ancora Advisors LLC | 0.01% | No change | 1,883 | $249K |
| Bluespring Wealth Management, LLC | 0.02% | Reduce -6.4% | 1,878 | $248K |
| SouthState Bank Corp | 0.02% | Reduce -6.8% | 1,834 | $243K |
| Madison Wealth Partners, Inc | 0.07% | No change | 1,821 | $241K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -13.8% | 1,819 | $241K |
| Nicolet Advisory Services, LLC | 0.02% | Add +2.2% | 1,842 | $240K |
| Resurgent Financial Advisors LLC | 0.14% | No change | 1,803 | $238K |
| Glassman Wealth Services | 0.04% | No change | 1,797 | $238K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,797 | $238K |
| Tsfg, LLC | 0.05% | Add +0.1% | 1,786 | $236K |
| Lathrop Investment Management Co. | 0.04% | No change | 1,781 | $236K |
| Vaughan David Investments LLC | 0.01% | No change | 1,783 | $236K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -10.5% | 1,770 | $234K |
| NDVR, Inc. | 0.24% | No change | 1,763 | $233K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,755 | $232K |
| SYM FINANCIAL Corp | 0.03% | No change | 1,744 | $231K |
| Aspiriant, LLC | 0.01% | No change | 1,729 | $229K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -2.5% | 1,723 | $228K |
| Private Portfolio Partners LLC | 0.04% | New | 1,718 | $227K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,717 | $227K |
| West Michigan Advisors, LLC | 0.07% | Add +0.1% | 1,711 | $226K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -16.0% | 1,709 | $226K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -17.4% | 1,708 | $226K |
| Essex Private Wealth Management, LLC | 0.53% | No change | 1,702 | $225K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +1.2% | 1,702 | $225K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,695 | $224K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,682 | $222K |
| Legacy Advisors, LLC | 0.02% | No change | 1,680 | $222K |
| Haverford Trust Co | 0.00% | No change | 1,666 | $220K |
| Cibc World Market Inc. | 0.00% | Reduce -3.1% | 1,660 | $220K |
| Fiera Capital Corp | 0.00% | No change | 1,663 | $220K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -1.8% | 1,685 | $220K |
| Foundation Wealth Management, LLC | 0.17% | No change | 1,661 | $220K |
| River Wealth Advisors LLC | 0.03% | No change | 1,660 | $220K |
| Triangle Securities Wealth Management | 0.06% | New | 1,631 | $216K |
| Associated Banc-Corp | 0.01% | New | 1,628 | $215K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 1,625 | $215K |
| Safeguard Investment Advisory Group, LLC | 0.06% | New | 1,621 | $214K |
| Secure Asset Management, LLC | 0.04% | New | 1,620 | $214K |
| Burke & Herbert Bank & Trust Co. | 0.05% | Reduce -2.4% | 1,620 | $214K |
| Coston, McIsaac & Partners | 0.06% | No change | 1,623 | $214K |
| Accelerate Investment Advisors LLC | 0.21% | — | 1,615 | $214K |
| HBC Financial Services, PLLC | 0.13% | No change | 1,620 | $213K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -23.7% | 1,596 | $211K |
| LaFleur & Godfrey LLC | 0.03% | New | 1,590 | $210K |
| Sax Wealth Advisors, LLC | 0.02% | New | 1,579 | $209K |
| Quadcap Wealth Management, LLC | 0.03% | New | 1,566 | $207K |
| Richardson Financial Services Inc. | 0.13% | No change | 1,694 | $205K |
| American State Bank (Iowa) | 0.12% | New | 1,540 | $204K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.6% | 1,520 | $202K |
| Neumann Capital Management, LLC | 0.07% | New | 1,524 | $202K |
| LMCG Investments, LLC | 0.01% | New | 1,520 | $201K |
| Providence Capital Advisors, LLC | 0.04% | No change | 1,490 | $197K |
| Wintrust Investments LLC | 0.14% | Reduce -89.7% | 1,472 | $194K |
| Elevation Wealth Partners, LLC | 0.08% | Add +0.3% | 1,464 | $194K |
| Legacies Wealth LLC | 0.15% | Reduce -6.0% | 1,437 | $190K |
| Country Trust Bank | 0.00% | No change | 1,430 | $189K |
| Versant Capital Management, Inc | 0.04% | No change | 1,396 | $185K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 1,318 | $174K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,305 | $173K |
| Signaturefd, LLC | 0.00% | No change | 1,295 | $171K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,291 | $171K |
| Oakworth Capital, Inc. | 0.01% | New | 1,283 | $170K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,250 | $165K |
| GAMMA Investing LLC | 0.02% | No change | 1,237 | $164K |
| Pineridge Advisors LLC | 0.06% | Reduce -4.2% | 1,199 | $159K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -26.6% | 1,174 | $155K |
| Townsend Asset Management Corp. /NC/ | 0.06% | Add +0.4% | 1,159 | $153K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,149 | $152K |
| Arax Advisory Partners | 0.01% | Add +0.5% | 1,127 | $149K |
| Trust Co. of Vermont | 0.01% | No change | 1,114 | $147K |
| International Assets Investment Management, LLC | 0.01% | Reduce -85.5% | 1,110 | $147K |
| Koesten, Hirschmann & Crabtree, INC. | 0.09% | No change | 1,108 | $147K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,093 | $145K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -51.3% | 1,056 | $140K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 1,044 | $138K |
| Smithfield Trust Co | 0.01% | No change | 1,019 | $136K |
| Kiely Wealth Advisory Group, Inc. | 0.09% | No change | 990 | $135K |
| Blue Trust, Inc. | 0.00% | Add +22.2% | 1,086 | $131K |
| Hilltop National Bank | 0.04% | Add +7.6% | 973 | $129K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 961 | $127K |
| Northwest Financial Advisors | 0.10% | New | 942 | $125K |
| CoreFirst Bank & Trust | 0.07% | New | 942 | $125K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 892 | $118K |
| Sunbelt Securities, Inc. | 0.01% | No change | 889 | $118K |
| Cutler Capital Management, LLC | 0.05% | No change | 886 | $117K |
| Cordgrass Capital Advisors, LLC | 0.03% | Add +0.5% | 863 | $114K |
| Olistico Wealth, LLC | 0.07% | Reduce -24.8% | 843 | $112K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 816 | $108K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 814 | $108K |
| Pflug Koory, LLC | 0.01% | — | 808 | $107K |
| Creative Financial Designs Inc. | 0.01% | No change | 785 | $104K |
| Evermay Wealth Management LLC | 0.02% | Reduce -38.5% | 784 | $104K |
| Bare Financial Services, Inc | 0.04% | No change | 784 | $104K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 746 | $99K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 738 | $98K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -47.0% | 726 | $96K |
| Sound Income Strategies, LLC | 0.01% | Add +3.6% | 718 | $95K |
| Trust Co | 0.01% | No change | 717 | $95K |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -19.9% | 290 | $93K |
| Steph & Co. | 0.03% | No change | 679 | $90K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.5% | 664 | $88K |
| Eastern Bank | 0.00% | New | 660 | $87K |
| Ridgewood Investments LLC | 0.04% | No change | 612 | $81K |
| Asset Dedication, LLC | 0.01% | Reduce -12.7% | 611 | $81K |
| EPG Wealth Management LLC | 0.02% | Add +0.0% | 606 | $80K |
| Provident Wealth Management, LLC | 0.03% | No change | 596 | $79K |
| Beacon Capital Management, LLC | 0.01% | Add +11.2% | 586 | $78K |
| New Republic Capital, LLC | 0.04% | Reduce -92.1% | 573 | $76K |
| Raffa Wealth Management, LLC | 0.02% | No change | 572 | $76K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.3% | 569 | $75K |
| McIlrath & Eck, LLC | 0.01% | Add +18.8% | 563 | $74K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 556 | $74K |
| Flaharty Asset Management, LLC | 0.01% | New | 556 | $74K |
| Archer Investment Corp | 0.02% | No change | 524 | $69K |
| Riverview Trust Co | 0.06% | No change | 520 | $69K |
| Optimum Investment Advisors | 0.03% | No change | 516 | $68K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 516 | $68K |
| Financial Connections Group, Inc. | 0.03% | No change | 517 | $68K |
| Insight Inv LLC | 0.06% | No change | 498 | $66K |
| North Star Investment Management Corp. | 0.00% | Reduce -33.7% | 494 | $65K |
| VitalStone Financial, LLC | 0.04% | No change | 475 | $63K |
| Bangor Savings Bank | 0.01% | No change | 475 | $63K |
| Operose Advisors LLC | 0.02% | Add +5066.7% | 465 | $61K |
| Colonial Trust Advisors | 0.01% | No change | 450 | $60K |
| Montag A & Associates Inc. | 0.00% | Reduce -90.8% | 440 | $58K |
| Russell Investments Group, Ltd. | 0.00% | Add +1086.1% | 427 | $56K |
| Planned Solutions, Inc. | 0.02% | New | 420 | $56K |
| Private Wealth Management Group, LLC | 0.02% | Reduce -32.2% | 415 | $55K |
| Creekmur Asset Management LLC | 0.01% | Reduce -34.2% | 399 | $53K |
| Biltmore Family Office, LLC | 0.01% | No change | 396 | $52K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 391 | $52K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -40.5% | 387 | $51K |
| AlphaMark Advisors, LLC | 0.02% | No change | 375 | $50K |
| HM Payson & Co. | 0.00% | No change | 375 | $50K |
| United Community Bank | 0.02% | No change | 362 | $48K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 350 | $46K |
| Darwin Wealth Management, LLC | 0.01% | New | 335 | $44K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -6.3% | 315 | $42K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +2.6% | 310 | $41K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 293 | $38K |
| Kimelman & Baird, LLC | 0.00% | No change | 284 | $38K |
| Horizons Wealth Management | 0.03% | No change | 280 | $37K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 271 | $36K |
| Windsor Advisory Group, LLC | 0.04% | No change | 270 | $36K |
| Financial Gravity Companies, Inc. | 0.01% | — | 266 | $35K |
| Tortoise Investment Management, LLC | 0.00% | No change | 263 | $35K |
| Investors Research Corp | 0.01% | No change | 259 | $34K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 260 | $34K |
| Legacy Investment Solutions, LLC | 0.02% | — | 249 | $34K |
| Legacy Wealth Managment, LLC | 0.02% | — | 249 | $34K |
| Register Financial Advisors LLC | 0.02% | No change | 254 | $34K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 250 | $33K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 248 | $33K |
| Deutsche Bank AG | 0.00% | No change | 248 | $33K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 247 | $33K |
| PrairieView Partners, LLC | 0.00% | Add +3.4% | 243 | $32K |
| City State Bank | 0.01% | No change | 240 | $32K |
| Gen-Wealth Partners Inc | 0.01% | Add +110.9% | 232 | $31K |
| Rothschild Investment LLC | 0.00% | No change | 225 | $30K |
| Abound Wealth Management | 0.01% | No change | 223 | $29K |
| Private Capital Management LLC | 0.01% | New | 221 | $29K |
| American Capital Advisory, LLC | 0.02% | Add +100.0% | 220 | $29K |
| Bank of New Hampshire | 0.01% | No change | 214 | $28K |
| Authentikos Wealth Advisory, LLC | 0.03% | New | 207 | $27K |
| RE Dickinson Investment Advisors, LLC | 0.02% | No change | 203 | $27K |
| Bogart Wealth, LLC | 0.00% | Add +48.2% | 203 | $27K |
| Bellevue Asset Management, LLC | 0.01% | No change | 200 | $26K |
| Mechanics Financial Corp | 0.01% | No change | 197 | $26K |
| Matrix Private Capital Group LLC | 0.01% | Add +63.3% | 196 | $26K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 192 | $25K |
| Northwest Bank & Trust Co | 0.02% | No change | 190 | $25K |
| Avion Wealth | 0.01% | No change | 192 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 185 | $24K |
| Northwest Investment Counselors, LLC | 0.01% | New | 182 | $24K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -59.0% | 181 | $24K |
| Howe & Rusling Inc. | 0.00% | Add +800.0% | 180 | $24K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +40.8% | 176 | $23K |
| Centerpoint Advisors, LLC | 0.01% | No change | 173 | $23K |
| Transcendent Capital Group LLC | 0.01% | Add +0.6% | 165 | $22K |
| Fairman Group, LLC | 0.02% | Add +0.6% | 163 | $22K |
| American National Bank & Trust | 0.00% | No change | 159 | $21K |
| Field & Main Bank | 0.01% | No change | 150 | $20K |
| Hara Capital LLC | 0.01% | New | 148 | $20K |
| Salem Investment Counselors Inc. | 0.00% | No change | 144 | $19K |
| Talon Private Wealth, LLC | 0.00% | — | 129 | $17K |
| Highline Wealth Partners LLC | 0.01% | No change | 126 | $17K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 119 | $16K |
| Center for Financial Planning, Inc. | 0.00% | No change | 116 | $15K |
| DT Investment Partners, LLC | 0.00% | No change | 114 | $15K |
| CVA Family Office, LLC | 0.00% | No change | 111 | $15K |
| MilWealth Group LLC | 0.00% | No change | 110 | $15K |
| Front Row Advisors LLC | 0.01% | No change | 109 | $14K |
| Nemes Rush Group LLC | 0.00% | No change | 113 | $14K |
| Pacifica Partners Inc. | 0.01% | Reduce -23.1% | 103 | $14K |
| Pingora Partners LLC | 0.01% | No change | 99 | $13K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 96 | $13K |
| Activest Wealth Management | 0.00% | No change | 95 | $13K |
| Ashton Thomas Securities, LLC | 0.00% | New | 92 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 96 | $12K |
| Motco | 0.00% | New | 87 | $12K |
| GoalVest Advisory LLC | 0.00% | No change | 84 | $11K |
| Bfsg, LLC | 0.00% | Reduce -4.8% | 80 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 78 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 77 | $10K |
| Hexagon Capital Partners LLC | 0.00% | No change | 76 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 75 | $10K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 75 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 74 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -3.2% | 61 | $8K |
| Tucker Asset Management LLC | 0.00% | Add +36.4% | 60 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -81.4% | 60 | $8K |
| Tower View Wealth Management LLC | 0.00% | Add +1.7% | 60 | $8K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 55 | $7K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -93.0% | 53 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 51 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $6K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 46 | $6K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 45 | $6K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -6.4% | 44 | $6K |
| Chelsea Counsel Co. | 0.00% | No change | 42 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 34 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 27 | $4K |
| Realta Investment Advisors | 0.00% | New | 26 | $3K |
| New Millennium Group LLC | 0.00% | Reduce -10.3% | 26 | $3K |
| Robinswood Financial LLC | 0.00% | No change | 25 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $3K |
| Dunhill Financial, LLC | 0.00% | No change | 22 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 20 | $3K |
| PFS Partners, LLC | 0.00% | No change | 19 | $3K |
| Eagle Bay Advisors LLC | 0.00% | New | 19 | $3K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 19 | $3K |
| FWL Investment Management, LLC | 0.00% | New | 18 | $2K |
| PFG Private Wealth Management, LLC | 0.00% | New | 16 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 15 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 14 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 14 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $794 |
| Main Street Group, LTD | 0.00% | No change | 4 | $529 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -25.0% | 3 | $398 |
| Sachetta, LLC | 0.00% | New | 2 | $266 |
"% 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.