iShares Russell Mid-Cap ValuIWSETF
13F holders, Q4 2024 (December 31)948holders +68
60new positions
32sold out
4famous investors
$129.01avg. 13F price*
At the end of Q4 2024, 948 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 68 from Q3 2024. 60 opened new positions and 32 sold out. The largest holders were Jones Financial Companies LLLP ($1.2B), Morgan Stanley ($1.0B) and US Bancorp \de ($549.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $34.1M |
| Exits | 32 | $21.5M |
All 13F filers, Q3 2024 → Q4 2024: 4,619,523 shares bought and 1,279,208 shares sold, net +3,340,315 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 948 holders
| Jones Financial Companies LLLP | 1.15% | Add +6.7% | 9,320,249 | $1.2B |
| Morgan Stanley | 0.07% | Reduce -0.4% | 7,929,895 | $1.0B |
| US Bancorp \de | 0.72% | Add +1.7% | 4,251,283 | $549.9M |
| Bank of America Corp. | 0.05% | Add +14.2% | 4,197,949 | $543.0M |
| Wells Fargo & Company | 0.13% | Add +6.3% | 4,069,223 | $526.3M |
| Envestnet Portfolio Solutions, Inc. | 1.64% | Add +1.6% | 3,884,250 | $502.4M |
| Tiaa Trust, National Association | 1.42% | Reduce -4.2% | 3,629,178 | $469.3M |
| Royal Bank of Canada | 0.09% | Add +4.1% | 3,368,056 | $435.6M |
| First Citizens Bank & Trust Co. | 6.10% | Add +0.4% | 2,570,252 | $332.4M |
| Commerce Bank | 1.83% | Reduce -2.4% | 2,290,432 | $296.2M |
| Commonwealth Equity Services, LLC | 0.41% | Add +3.8% | 2,148,301 | $277.9M |
| FMR LLC | 0.02% | Reduce -0.3% | 2,016,124 | $260.8M |
| Betterment LLC | 0.55% | Reduce -3.2% | 1,795,205 | $232.2M |
| UBS Group AG | 0.05% | Add +0.3% | 1,695,569 | $219.3M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -1.3% | 1,445,711 | $187.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.2% | 1,198,106 | $155.0M |
| Zions Bancorporation, N.A. | 9.61% | Add +7.2% | 1,177,815 | $152.3M |
| LPL Financial LLC | 0.06% | Add +11.6% | 1,102,590 | $142.6M |
| Victory Capital Management Inc. | 0.14% | Add +2.9% | 1,067,000 | $138.0M |
| Cassaday & Co Wealth Management LLC | 3.41% | Add +1.6% | 966,560 | $125.0M |
| Stephens Inc. | 1.49% | Add +0.7% | 823,567 | $106.5M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.5% | 772,732 | $99.9M |
| Raymond James Financial Inc. | 0.04% | — | 755,279 | $97.7M |
| JPMorgan Chase & Co. | 0.01% | Add +2.3% | 727,460 | $94.1M |
| Stephens Group Asset Management, LLC | 7.20% | Reduce -0.2% | 668,615 | $86.5M |
| Heritage Wealth Advisors | 3.30% | Add +3.3% | 514,623 | $66.6M |
| Anchor Capital Advisors LLC | 1.84% | Add +137.2% | 498,392 | $64.5M |
| Equitable Holdings, Inc. | 0.58% | Reduce -2.6% | 471,494 | $61.0M |
| Truist Financial Corp. | 0.09% | Add +0.4% | 434,683 | $56.2M |
| Money Concepts Capital Corp. | 3.64% | Add +7.4% | 378,394 | $48.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +11.0% | 352,942 | $45.6M |
| AMG National Trust Bank | 1.24% | Reduce -1.9% | 349,331 | $45.1M |
| One Capital Management, LLC | 1.38% | Reduce -4.9% | 321,755 | $41.6M |
| AE Wealth Management LLC | 0.33% | Add +2.3% | 303,779 | $39.3M |
| SVB Wealth LLC | 0.72% | Add +391.2% | 298,260 | $38.6M |
| Lido Advisors, LLC | 0.24% | Add +694.1% | 295,952 | $38.3M |
| Cetera Investment Advisers | 0.08% | Add +1.3% | 293,256 | $37.9M |
| Thompson Siegel & Walmsley LLC | 0.59% | Add +162.7% | 288,905 | $37.4M |
| Chicago Partners Investment Group LLC | 1.16% | Reduce -10.7% | 268,107 | $34.8M |
| Mariner, LLC | 0.06% | Reduce -2.0% | 267,173 | $34.6M |
| GLOBALT Investments LLC / GA | 1.27% | Reduce -3.2% | 255,896 | $33.1M |
| Cedar Mountain Advisors, LLC | 7.18% | Add +1.3% | 252,667 | $32.7M |
| Wescott Financial Advisory Group, LLC | 3.08% | Reduce -2.5% | 230,162 | $29.8M |
| Natixis Advisors, LLC | 0.05% | Add +50.2% | 209,320 | $27.1M |
| Keybank National Association | 0.10% | Reduce -0.1% | 202,911 | $26.2M |
| LPWM LLC | 8.42% | Reduce -0.8% | 202,699 | $26.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -2.5% | 193,076 | $25.0M |
| M&T Bank Corp | 0.08% | Reduce -3.9% | 182,813 | $23.6M |
| Kestra Advisory Services, LLC | 0.13% | Add +3.3% | 181,789 | $23.5M |
| Covenant Partners, LLC | 7.15% | Add +2.3% | 179,261 | $23.2M |
| Focus Partners Wealth | 0.06% | Add +1443.9% | 171,140 | $22.1M |
| Moneta Group Investment Advisors LLC | 0.30% | Add +2.3% | 164,955 | $21.3M |
| HighTower Advisors, LLC | 0.03% | Add +3.5% | 163,698 | $21.2M |
| RTD Financial Advisors, Inc. | 2.71% | Add +7.5% | 163,216 | $21.1M |
| Rodgers & Associates, LTD | 2.49% | Add +3.1% | 161,250 | $20.9M |
| Badgley Phelps Wealth Managers, LLC | 0.48% | Add +1.1% | 159,838 | $20.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.4% | 157,105 | $20.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +42.0% | 154,026 | $19.9M |
| Asset Management Group, Inc. | 3.49% | Reduce -0.3% | 151,668 | $19.6M |
| Captrust Financial Advisors | 0.05% | Add +16.3% | 143,487 | $18.6M |
| Bishop & Co Investment Management, LLC | 6.91% | Reduce -0.1% | 140,108 | $18.1M |
| Legacy Edge Advisors, LLC | 2.83% | Reduce -2.8% | 138,058 | $17.8M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -1.7% | 135,852 | $17.6M |
| Northern Trust Corp. | 0.00% | Add +6.5% | 134,658 | $17.4M |
| Earnest Partners LLC | 0.08% | Add +38.6% | 130,406 | $16.9M |
| First Citizens Asset Management, Inc. | 6.16% | Add +0.7% | 130,063 | $16.8M |
| Nuance Investments, LLC | 0.67% | Add +623.8% | 128,916 | $16.7M |
| Fifth Third Bancorp | 0.06% | Reduce -4.1% | 127,189 | $16.5M |
| LBJ Family Wealth Advisors, Ltd. | 9.72% | Reduce -0.7% | 126,065 | $16.3M |
| Stifel Financial Corp. | 0.02% | Reduce -3.4% | 124,759 | $16.1M |
| Baird Financial Group, Inc. | 0.03% | Add +2.8% | 117,363 | $15.2M |
| FSA Wealth Management LLC | 6.04% | Reduce -0.4% | 115,077 | $14.9M |
| Corient Private Wealth LP | 0.02% | Reduce -61.4% | 114,998 | $14.9M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +2.3% | 114,359 | $14.8M |
| Creative Planning | 0.01% | Add +19.4% | 112,143 | $14.5M |
| Waverly Advisors, LLC | 0.22% | Add +4.8% | 110,631 | $14.3M |
| Fifth Third Securities, Inc. | 1.17% | Add +2.4% | 106,162 | $13.7M |
| HSBC Holdings PLC | 0.01% | Add +4.7% | 105,860 | $13.7M |
| HUB Investment Partners, LLC | 0.57% | Reduce -5.5% | 104,548 | $13.5M |
| Sterling Capital Management LLC | 0.18% | Reduce -12.1% | 104,136 | $13.5M |
| Comerica Bank | 0.05% | Reduce -2.6% | 103,515 | $13.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.3% | 101,558 | $13.1M |
| Bokf, NA | 0.21% | Reduce -0.6% | 98,870 | $12.6M |
| Bank of Montreal | 0.01% | Reduce -1.0% | 96,293 | $12.5M |
| Johnson Investment Counsel Inc. | 0.12% | Reduce -1.2% | 94,931 | $12.3M |
| Prosperity Consulting Group, LLC | 0.91% | Add +0.4% | 93,004 | $12.0M |
| Occidental Asset Management, LLC | 1.86% | Add +4.4% | 91,916 | $11.9M |
| Evergreen Capital Management LLC | 0.38% | Add +37.0% | 89,903 | $11.6M |
| UMB Bank, n.a. | 0.18% | Reduce -8.2% | 89,632 | $11.6M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -5.3% | 87,374 | $11.3M |
| Clearstead Advisors, LLC | 0.17% | Reduce -10.6% | 86,746 | $11.2M |
| First Horizon Advisors, Inc. | 0.30% | Add +2.9% | 82,014 | $10.6M |
| Accredited Investors Inc. | 0.61% | Reduce -2.1% | 80,163 | $10.4M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -1.5% | 79,252 | $10.3M |
| MAI Capital Management | 0.08% | Add +10.6% | 78,544 | $10.2M |
| JMG Financial Group, Ltd. | 0.35% | Reduce -1.9% | 78,533 | $10.2M |
| Savant Capital, LLC | 0.08% | Reduce -11.5% | 78,250 | $10.1M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +1.0% | 75,056 | $9.7M |
| Twin Focus Capital Partners, LLC | 1.39% | Add +0.5% | 72,882 | $9.4M |
| MML Investors Services, LLC | 0.03% | Add +14.9% | 70,568 | $9.1M |
| WestHill Financial Advisors, Inc. | 2.02% | Add +2.4% | 69,803 | $9.0M |
| Synovus Financial Corp. | 0.11% | Reduce -0.1% | 69,780 | $9.0M |
| Cwm, LLC | 0.04% | Reduce -2.3% | 65,796 | $8.5M |
| Mill Creek Capital Advisors, LLC | 0.19% | Reduce -0.4% | 61,741 | $8.0M |
| Conning Inc. | 0.29% | No change | 60,882 | $7.9M |
| Inspirion Wealth Advisors, LLC | 1.09% | Reduce -0.8% | 60,010 | $7.8M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -2.3% | 56,732 | $7.6M |
| Pinnacle Financial Partners Inc | 0.15% | Add +3.0% | 58,855 | $7.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +6.9% | 56,291 | $7.3M |
| Inlight Wealth Management, LLC | 4.15% | — | 55,548 | $7.2M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Add +360.2% | 54,711 | $7.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +347.7% | 54,688 | $7.1M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +347.7% | 54,688 | $7.1M |
| Avantax Planning Partners, Inc. | 0.25% | Add +5.5% | 54,148 | $7.0M |
| NewEdge Advisors, LLC | 0.04% | Add +2.8% | 54,074 | $7.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -1.4% | 53,567 | $6.9M |
| McAdam, LLC | 0.38% | Add +3.1% | 53,205 | $6.9M |
| Kennedy Capital Management LLC | 0.15% | Add +177.7% | 53,120 | $6.9M |
| Corundum Group, Inc. | 2.41% | Reduce -2.4% | 49,829 | $6.4M |
| Processus Wealth & Capital Management, LLC | 5.12% | Add +2.4% | 49,652 | $6.4M |
| Powell Investment Advisors, LLC | 2.97% | Add +1.1% | 49,527 | $6.4M |
| Modera Wealth Management, LLC | 0.08% | Add +49.3% | 49,104 | $6.4M |
| James J. Burns & Company, LLC | 1.09% | Reduce -0.5% | 48,588 | $6.3M |
| Sowell Financial Services LLC | 0.32% | Add +6.7% | 47,744 | $6.2M |
| Bleakley Financial Group, LLC | 0.18% | Reduce -0.3% | 46,807 | $6.1M |
| Councilor Wealth, LLC | 2.81% | Reduce -0.1% | 45,685 | $5.9M |
| Kingdom Financial Group LLC. | 4.01% | Reduce -3.8% | 45,325 | $5.9M |
| Howard Bailey Securities, LLC | 2.13% | Add +3.6% | 44,391 | $5.7M |
| Vance Wealth, LLC | 2.21% | Reduce -1.9% | 44,314 | $5.7M |
| &partners | 0.07% | Add +269.0% | 43,811 | $5.7M |
| Mullaney, Keating & Wright, Inc. | 3.83% | Reduce -11.7% | 43,861 | $5.7M |
| Ascent Group, LLC | 0.43% | Add +0.1% | 43,807 | $5.7M |
| KMG Fiduciary Partners, LLC | 0.47% | Add +4.1% | 43,748 | $5.7M |
| Farmers & Merchants Investments Inc. | 0.18% | No change | 43,737 | $5.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +13.5% | 42,476 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.2% | 42,307 | $5.5M |
| NewEdge Wealth, LLC | 0.09% | Add +1.5% | 42,177 | $5.5M |
| XML Financial, LLC | 0.50% | Reduce -0.1% | 41,837 | $5.4M |
| Aldebaran Capital, LLC | 4.98% | Reduce -2.0% | 40,417 | $5.2M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +521.7% | 39,730 | $5.1M |
| EP Wealth Advisors, LLC | 0.04% | Add +3.2% | 39,623 | $5.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -26.8% | 38,500 | $5.0M |
| Mather Group, Llc. | 0.06% | No change | 37,446 | $4.8M |
| Park Avenue Securities LLC | 0.05% | Add +24.3% | 36,373 | $4.7M |
| Community Bank, N.A. | 0.59% | Reduce -4.2% | 35,748 | $4.6M |
| Investment Partners, LTD. | 1.89% | Add +4.3% | 35,480 | $4.6M |
| Pathstone Holdings, LLC | 0.02% | Add +2.0% | 34,464 | $4.5M |
| Brady Martz Wealth Solutions, LLC | 1.07% | — | 34,151 | $4.5M |
| Oppenheimer Asset Management Inc. | 0.05% | New | 33,975 | $4.4M |
| BlackRock, Inc. | 0.00% | Add +73.0% | 32,353 | $4.2M |
| LWM Advisors Inc. | 4.15% | — | 31,957 | $4.1M |
| Falcon Wealth Planning | 0.45% | Add +1.8% | 31,530 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +7.1% | 31,464 | $4.1M |
| Auour Investments LLC | 1.42% | Add +0.7% | 30,406 | $4.1M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -1.4% | 31,245 | $4.0M |
| Focus Financial Network, Inc. | 0.16% | Reduce -1.6% | 30,775 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 30,708 | $4.0M |
| Bridges Investment Management Inc. | 0.05% | No change | 29,991 | $3.9M |
| Regions Financial Corp. | 0.03% | Reduce -6.4% | 29,026 | $3.8M |
| ARK & TLK Investments, LLC | 1.28% | No change | 28,477 | $3.7M |
| Atria Investments, Inc | 0.05% | Add +23.2% | 28,201 | $3.6M |
| Whitaker-Myers Wealth Managers, LTD. | 1.06% | Add +9.1% | 28,033 | $3.6M |
| Hapanowicz & Associates Financial Services, Inc | 1.82% | Reduce -72.7% | 27,979 | $3.6M |
| Rwa Wealth Partners, LLC | 0.04% | No change | 27,930 | $3.6M |
| Northeast Financial Consultants Inc | 0.15% | Add +0.1% | 27,828 | $3.6M |
| Connecticut Wealth Management, LLC | 0.18% | Reduce -0.4% | 27,609 | $3.6M |
| City Holding Co. | 0.49% | Add +3.4% | 26,616 | $3.4M |
| Fidelis Capital Partners, LLC | 0.34% | Add +3.5% | 25,573 | $3.4M |
| Condor Capital Management | 0.30% | Add +0.6% | 26,127 | $3.4M |
| Forte Capital LLC | 0.38% | Reduce -8.4% | 26,003 | $3.4M |
| Sage Financial Group Inc. | 0.27% | Reduce -1.4% | 25,563 | $3.3M |
| Concourse Financial Group Securities, Inc. | 0.18% | Add +4.5% | 24,322 | $3.3M |
| Quadrature Capital Ltd | 0.06% | New | 24,962 | $3.2M |
| Blair William & Co. | 0.01% | Add +4.6% | 24,924 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.2% | 24,839 | $3.2M |
| CoreCap Advisors, LLC | 0.15% | Add +48596.1% | 24,835 | $3.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +91.9% | 24,602 | $3.2M |
| Reinhart Partners, Llc. | 0.12% | New | 245,513 | $3.2M |
| First Merchants Corp. | 0.12% | Reduce -0.1% | 24,334 | $3.1M |
| HBK Sorce Advisory LLC | 0.09% | Reduce -2.8% | 24,299 | $3.1M |
| MSH Capital Advisors LLC | 0.97% | Add +0.6% | 23,930 | $3.1M |
| Cerity Partners LLC | 0.01% | Reduce -1.1% | 23,629 | $3.1M |
| Harbor Investment Advisory, LLC | 0.29% | Reduce -1.1% | 23,644 | $3.1M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.4% | 22,853 | $3.0M |
| Widmann Financial Services, Inc. | 2.28% | Add +51.8% | 22,738 | $2.9M |
| Amarillo National Bank | 0.54% | Reduce -0.8% | 22,592 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -33.7% | 22,531 | $2.9M |
| Citigroup Inc. | 0.00% | Reduce -6.1% | 22,446 | $2.9M |
| NorthCoast Asset Management LLC | 0.01% | Add +7.2% | 22,317 | $2.9M |
| Millstone Evans Group, LLC | 1.96% | — | 22,236 | $2.9M |
| FAS Wealth Partners, Inc. | 0.24% | Reduce -0.1% | 21,901 | $2.8M |
| B.O.S.S. Retirement Advisors, LLC | 0.79% | Add +953.4% | 21,763 | $2.8M |
| Stock Yards Bank & Trust Co. | 0.10% | Add +8.2% | 21,438 | $2.8M |
| Merit Financial Group, LLC | 0.05% | Add +796.0% | 21,163 | $2.7M |
| Noble Family Wealth, LLC | 0.75% | No change | 21,069 | $2.7M |
| First Pacific Financial | 0.63% | Reduce -1.4% | 20,785 | $2.7M |
| Atlas Brown,Inc. | 0.92% | Add +0.5% | 20,699 | $2.7M |
| Brighton Jones LLC | 0.08% | Add +1.0% | 20,670 | $2.7M |
| LifeWealth Investments, LLC | 1.75% | — | 20,390 | $2.6M |
| Brown Advisory Inc. | 0.00% | Reduce -1.3% | 19,894 | $2.6M |
| Whitegate Investment Counselors, Inc. | 0.88% | No change | 19,817 | $2.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -51.6% | 19,680 | $2.5M |
| Global Retirement Partners, LLC | 0.07% | Reduce -9.6% | 19,632 | $2.5M |
| Geneos Wealth Management Inc. | 0.09% | Add +0.6% | 19,592 | $2.5M |
| Eukles Asset Management | 1.08% | Reduce -4.4% | 19,548 | $2.5M |
| Choreo, LLC | 0.04% | Add +0.8% | 19,383 | $2.5M |
| Sigma Planning Corp | 0.08% | Add +4.8% | 19,170 | $2.5M |
| Independent Advisor Alliance | 0.03% | New | 18,670 | $2.4M |
| Townsquare Capital LLC | 0.03% | Reduce -0.1% | 18,600 | $2.4M |
| Equitable Trust Co. | 0.13% | New | 18,469 | $2.4M |
| Strive Asset Management, LLC | 1.79% | — | 18,438 | $2.4M |
| Wesbanco Bank Inc. | 0.08% | Add +0.1% | 18,347 | $2.4M |
| AdvisorNet Financial, Inc | 0.20% | Add +9.6% | 18,286 | $2.4M |
| Whittier Trust Co. | 0.03% | Reduce -0.1% | 18,083 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -5.1% | 17,905 | $2.3M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | No change | 17,825 | $2.3M |
| Vanguard Group Inc. | 0.00% | Reduce -1.7% | 17,532 | $2.3M |
| Telos Capital Management, Inc. | 0.24% | Add +0.4% | 17,143 | $2.2M |
| Csenge Advisory Group | 0.12% | Reduce -7.1% | 16,971 | $2.2M |
| Goelzer Investment Management, Inc. | 0.13% | Reduce -1.4% | 16,959 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -1.3% | 16,861 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.4% | 16,650 | $2.2M |
| Summit Financial, LLC | 0.07% | Reduce -57.5% | 16,460 | $2.1M |
| FineMark National Bank & Trust | 0.07% | Add +11.5% | 16,372 | $2.1M |
| United Asset Strategies, Inc. | 0.19% | Add +1.2% | 16,352 | $2.1M |
| Performance Wealth Partners, LLC | 0.07% | Reduce -2.4% | 16,305 | $2.1M |
| Ballentine Partners, LLC | 0.04% | Reduce -1.4% | 16,161 | $2.1M |
| Tectonic Advisors LLC | 0.14% | Add +2.7% | 16,133 | $2.1M |
| SageView Advisory Group, LLC | 0.09% | Add +3.7% | 16,127 | $2.1M |
| Financial Counselors Inc. | 0.03% | Reduce -2.5% | 16,054 | $2.1M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -1.1% | 16,017 | $2.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +35.2% | 16,011 | $2.1M |
| Bessemer Group Inc. | 0.00% | Add +9.3% | 15,914 | $2.1M |
| Principal Securities, Inc. | 0.05% | Add +10.7% | 15,768 | $2.0M |
| Sequent Asset Management, LLC | 0.99% | New | 15,536 | $2.0M |
| TFB Advisors LLC | 0.57% | Reduce -1.4% | 15,534 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Reduce -1.6% | 15,110 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +2.2% | 14,478 | $1.9M |
| Quadrant Capital Group LLC | 0.13% | No change | 14,474 | $1.9M |
| Horst & Graben Wealth Management LLC | 0.33% | Reduce -1.2% | 14,315 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +349.7% | 13,958 | $1.8M |
| WCG Wealth Advisors LLC | 0.12% | Add +4.3% | 13,829 | $1.8M |
| Tradition Wealth Management, LLC | 0.16% | No change | 13,781 | $1.8M |
| Home Federal Bank of Tennessee | 0.53% | Reduce -1.1% | 13,768 | $1.8M |
| Boston Partners | 0.00% | Add +72.7% | 13,545 | $1.8M |
| Peloton Wealth Strategists | 0.72% | Add +0.9% | 13,592 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.3% | 13,512 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.3% | 13,347 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +5.2% | 13,193 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -6.7% | 13,165 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -0.6% | 13,038 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -42.0% | 13,020 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.1% | 12,981 | $1.7M |
| BHK Investment Advisors, LLC | 0.61% | Reduce -2.9% | 12,661 | $1.6M |
| Intrepid Financial Planning Group LLC | 0.69% | Reduce -3.2% | 12,585 | $1.6M |
| Rehmann Capital Advisory Group | 0.10% | Add +3.0% | 12,525 | $1.6M |
| Park Place Capital Corp | 0.45% | Add +8.7% | 12,468 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +62.6% | 12,370 | $1.6M |
| Eagle Strategies LLC | 0.28% | Reduce -0.8% | 12,298 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +26.9% | 12,216 | $1.6M |
| Beacon Bank & Trust | 0.36% | Reduce -4.3% | 12,128 | $1.6M |
| Bank of Hawaii | 0.09% | Add +17.9% | 12,086 | $1.6M |
| UNIVEST FINANCIAL Corp | 0.10% | New | 11,926 | $1.5M |
| Renaissance Technologies | 0.00% | New | 11,900 | $1.5M |
| MWA Asset Management | 1.02% | Add +1.6% | 11,876 | $1.5M |
| MV Capital Management, Inc. | 0.16% | Add +2.1% | 11,798 | $1.5M |
| Ameritas Advisory Services, LLC | 0.05% | Add +49.7% | 11,735 | $1.5M |
| Pacific Sun Financial Corp | 0.82% | Reduce -2.3% | 11,674 | $1.5M |
| STAR Financial Bank | 1.09% | Reduce -11.2% | 11,673 | $1.5M |
| Affinity Capital Advisors, LLC | 0.28% | Add +1.3% | 11,638 | $1.5M |
| Citadel Advisors | 0.00% | Add +32.7% | 11,605 | $1.5M |
| Stonegate Investment Group, LLC | 0.04% | Add +2.7% | 11,561 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +4.4% | 11,539 | $1.5M |
| Trivium Point Advisory, LLC | 0.19% | Reduce -8.4% | 11,503 | $1.5M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -2.2% | 11,424 | $1.5M |
| Naviter Wealth, LLC | 0.18% | New | 11,407 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -1.1% | 11,367 | $1.5M |
| Washington Trust Bank | 0.14% | Add +79.9% | 11,321 | $1.5M |
| TD Private Client Wealth LLC | 0.04% | Reduce -12.8% | 11,278 | $1.5M |
| Coppell Advisory Solutions LLC | 0.20% | Add +1454.0% | 11,282 | $1.5M |
| Bedel Financial Consulting, Inc. | 0.20% | Add +2.7% | 10,874 | $1.5M |
| Roberts Financial Services LLC | 0.27% | Add +6.5% | 11,197 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +2.8% | 11,183 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Add +6.3% | 11,126 | $1.4M |
| Causey Wealth LLC | 0.84% | — | 11,115 | $1.4M |
| Coldstream Capital Management Inc. | 0.03% | Add +111.7% | 11,017 | $1.4M |
| My Legacy Advisors, LLC | 0.55% | Add +5.2% | 10,785 | $1.4M |
| Broadview Financial Management, LLC | 1.01% | Reduce -21.7% | 10,875 | $1.4M |
| Renasant Bank | 0.91% | Add +0.5% | 10,835 | $1.4M |
| American Trust | 0.11% | New | 10,801 | $1.4M |
| Legacy Bridge, LLC | 0.73% | No change | 10,781 | $1.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +30.9% | 10,544 | $1.4M |
| Prospera Financial Services Inc | 0.03% | Reduce -10.2% | 10,424 | $1.3M |
| Norden Group LLC | 0.15% | No change | 10,384 | $1.3M |
| Insight 2811, Inc. | 0.69% | Add +2.2% | 10,376 | $1.3M |
| First Foundation Advisors | 0.05% | Reduce -1.7% | 10,369 | $1.3M |
| Callan Family Office, LLC | 0.09% | Reduce -4.0% | 10,360 | $1.3M |
| Courier Capital LLC | 0.09% | No change | 10,348 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +31.6% | 10,027 | $1.3M |
| Financial Guidance Group, Inc. | 0.70% | Reduce -2.5% | 9,893 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 9,741 | $1.3M |
| Evensky & Katz LLC | 0.08% | Add +0.4% | 9,499 | $1.2M |
| National Philanthropic Trust | 0.02% | No change | 9,466 | $1.2M |
| Greenleaf Trust | 0.01% | Reduce -6.9% | 9,441 | $1.2M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +11.9% | 9,389 | $1.2M |
| Sonata Capital Group Inc. | 0.49% | No change | 9,211 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Add +0.8% | 9,161 | $1.2M |
| PGIM Custom Harvest LLC | 0.02% | No change | 9,031 | $1.2M |
| Private Trust Co. NA | 0.12% | Add +6.3% | 9,023 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +3.9% | 9,019 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Reduce -10.1% | 8,881 | $1.2M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -9.1% | 8,860 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.2% | 8,845 | $1.1M |
| Viewpoint Capital Management LLC | 0.60% | Reduce -0.5% | 8,839 | $1.1M |
| Allegheny Financial Group | 0.29% | Add +19.2% | 8,791 | $1.1M |
| First National Trust Co | 0.04% | No change | 8,734 | $1.1M |
| Truepoint, Inc. | 0.03% | Reduce -1.7% | 8,719 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 8,693 | $1.1M |
| MCF Advisors LLC | 0.08% | Add +15.8% | 8,689 | $1.1M |
| FWG Investments, LLC. | 0.87% | Add +1.0% | 8,673 | $1.1M |
| Cozad Asset Management Inc. | 0.10% | Add +34.7% | 8,623 | $1.1M |
| Trust Point Inc. | 0.08% | No change | 8,578 | $1.1M |
| Luts & Greenleigh Group, Inc. | 1.09% | Add +0.9% | 8,545 | $1.1M |
| SOL Capital Management CO | 0.12% | Reduce -0.6% | 8,411 | $1.1M |
| Country Club Bank | 0.07% | Reduce -19.4% | 8,417 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Add +1.2% | 8,286 | $1.1M |
| Capital Analysts, LLC | 0.04% | Reduce -0.6% | 8,231 | $1.1M |
| Brookstone Capital Management | 0.02% | Add +10.1% | 8,198 | $1.1M |
| Pointe Capital Management LLC | 0.61% | Add +1.3% | 8,166 | $1.1M |
| Warwick Investment Management, Inc. | 0.22% | Reduce -0.5% | 8,081 | $1.0M |
| NorthRock Partners, LLC | 0.03% | Add +5.7% | 8,049 | $1.0M |
| Glenview Trust Co | 0.02% | Reduce -52.5% | 7,962 | $1.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.33% | No change | 7,850 | $1.0M |
| Q3 Asset Management | 0.63% | Reduce -7.4% | 7,789 | $1.0M |
| Thomasville National Bank | 0.07% | Reduce -5.7% | 7,697 | $996K |
| Cadence Bank | 0.07% | Reduce -45.0% | 7,691 | $995K |
| Saxon Interests, Inc. | 0.43% | Reduce -1.3% | 7,628 | $987K |
| Mutual Advisors, LLC | 0.03% | Add +4.8% | 7,380 | $981K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +53.2% | 7,524 | $973K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -13.8% | 7,453 | $964K |
| Cornerstone Wealth Management, LLC | 0.07% | Add +0.8% | 7,447 | $963K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -30.5% | 7,442 | $963K |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Add +0.0% | 7,436 | $962K |
| Prossimo Advisors, LLC | 0.69% | Reduce -0.1% | 7,387 | $955K |
| Ade, LLC | 0.58% | Add +6.2% | 7,362 | $952K |
| Private Management Group Inc. | 0.03% | No change | 7,359 | $952K |
| Wedgewood Investors Inc. | 1.12% | No change | 7,346 | $950K |
| Five Oceans Advisors | 0.43% | No change | 7,256 | $939K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Add +3.0% | 7,253 | $938K |
| IFP Advisors, Inc | 0.03% | Add +0.3% | 7,248 | $937K |
| Global Wealth Management Investment Advisory, Inc. | 0.19% | Reduce -1.4% | 7,203 | $932K |
| Tranquility Partners, LLC | 0.35% | No change | 7,107 | $919K |
| Intergy Private Wealth, LLC | 0.34% | Add +0.1% | 7,106 | $919K |
| Intrust Bank NA | 0.09% | No change | 6,955 | $900K |
| Arax Advisory Partners | 0.06% | Add +516.7% | 6,950 | $899K |
| Bailard, Inc. | 0.02% | No change | 6,909 | $894K |
| Graypoint LLC | 0.05% | No change | 6,884 | $890K |
| Rebalance, LLC | 0.07% | Add +0.5% | 6,865 | $888K |
| AQR Capital Management | 0.00% | Add +44.8% | 6,813 | $881K |
| Avior Wealth Management, LLC | 0.03% | Reduce -13.1% | 6,666 | $862K |
| Busey Bank | 0.03% | No change | 6,656 | $861K |
| Auxano Advisors, LLC | 0.22% | Add +0.0% | 6,649 | $860K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | No change | 6,609 | $855K |
| Parkshore Wealth Management, Inc. | 0.51% | — | 6,543 | $846K |
| Global Trust Asset Management, LLC | 0.32% | Reduce -0.8% | 6,521 | $843K |
| Revolve Wealth Partners, LLC | 0.12% | Add +2.0% | 6,439 | $833K |
| Arkadios Wealth Advisors | 0.04% | Add +3.9% | 6,312 | $816K |
| Prosperity Planning, Inc. | 0.37% | Reduce -1.2% | 6,225 | $805K |
| CW Advisors, LLC | 0.01% | Add +14.8% | 6,200 | $802K |
| Harbour Capital Advisors, LLC | 0.18% | No change | 6,150 | $801K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -3.6% | 6,171 | $798K |
| Heck Capital Advisors, LLC | 0.09% | New | 6,167 | $798K |
| Cary Street Partners Financial LLC | 0.03% | — | 6,139 | $794K |
| Ballew Advisors, Inc | 0.50% | Add +0.2% | 6,118 | $789K |
| IHT Wealth Management, LLC | 0.03% | Add +4.3% | 6,028 | $780K |
| Mycio Wealth Partners, LLC | 0.19% | Add +0.5% | 5,989 | $775K |
| Stegner Investment Associates Inc. | 0.51% | Reduce -0.4% | 5,978 | $773K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.28% | Add +4.1% | 5,723 | $766K |
| StoneX Group Inc. | 0.04% | Add +78.1% | 5,873 | $760K |
| Crescent Grove Advisors, LLC | 0.07% | No change | 5,814 | $752K |
| Diversified Trust Co. | 0.02% | Reduce -10.3% | 5,812 | $752K |
| Jefferies Financial Group Inc. | 0.01% | No change | 5,733 | $741K |
| Ieq Capital, LLC | 0.01% | Reduce -2.6% | 5,724 | $740K |
| Romano Brothers and Company | 0.09% | No change | 5,718 | $740K |
| Port Capital LLC | 0.03% | Reduce -8.6% | 5,681 | $735K |
| Vantage Financial Partners, LLC | 0.18% | Reduce -11.1% | 5,631 | $728K |
| Gryphon Financial Partners LLC | 0.10% | Add +8.4% | 5,584 | $722K |
| Stonebridge Financial Planning Group, LLC | 0.32% | Add +2.0% | 5,565 | $720K |
| HB Wealth Management, LLC | 0.01% | No change | 5,467 | $707K |
| Colonial Trust Co / SC | 0.10% | Reduce -3.7% | 5,461 | $706K |
| Centennial Bank | 0.33% | Reduce -3.8% | 5,369 | $694K |
| Perennial Investment Advisors, LLC | 0.08% | Add +0.8% | 5,363 | $693K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +12.7% | 5,309 | $687K |
| Freestone Capital Holdings, LLC | 0.02% | Add +0.5% | 5,300 | $686K |
| World Investment Advisors | 0.02% | Add +175.9% | 5,275 | $682K |
| Regimen Wealth, LLC | 0.22% | Add +0.5% | 5,252 | $679K |
| Quest 10 Wealth Builders, Inc. | 0.67% | — | 5,222 | $675K |
| One Day In July LLC | 0.07% | Add +2.9% | 5,168 | $668K |
| Nicolet Advisory Services, LLC | 0.06% | Add +183.1% | 5,214 | $666K |
| Mathes Company, Inc. | 0.24% | No change | 5,145 | $665K |
| Aveo Capital Partners, LLC | 0.07% | Reduce -11.6% | 5,122 | $662K |
| Willner & Heller, LLC | 0.58% | Reduce -6.9% | 5,085 | $658K |
| Evoke Wealth, LLC | 0.02% | No change | 5,073 | $656K |
| Cordant, Inc. | 0.34% | Reduce -3.6% | 5,042 | $652K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,040 | $652K |
| Canandaigua National Bank & Trust Co. | 0.06% | No change | 5,038 | $652K |
| Spire Wealth Management | 0.02% | Reduce -1.8% | 4,985 | $645K |
| Mosaic Family Wealth Partners, LLC | 0.09% | Reduce -1.7% | 4,967 | $642K |
| Retirement Income Solutions, Inc. | 0.13% | Reduce -15.5% | 4,964 | $642K |
| Highland Capital Management, LLC | 0.04% | Add +0.1% | 4,923 | $637K |
| Rockland Trust Co. | 0.03% | No change | 4,895 | $633K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +4.6% | 4,888 | $632K |
| Schechter Investment Advisors, LLC | 0.05% | No change | 4,885 | $632K |
| Phillips Financial Management, LLC | 0.05% | No change | 4,859 | $628K |
| Sandy Spring Bank | 0.03% | Reduce -10.1% | 4,847 | $627K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Reduce -6.0% | 4,842 | $626K |
| Legacy Wealth Asset Management, LLC | 0.17% | New | 4,834 | $625K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -3.3% | 4,824 | $624K |
| Marcum Wealth, LLC | 0.05% | No change | 4,804 | $621K |
| TBH Global Asset Management, LLC | 0.15% | No change | 4,776 | $618K |
| Davis R M Inc. | 0.01% | Reduce -7.7% | 4,770 | $617K |
| Arcadia Wealth Management, LLC | 0.31% | Reduce -6.6% | 4,764 | $616K |
| Monetary Management Group Inc. | 0.16% | No change | 4,750 | $614K |
| Berkeley, Inc | 0.32% | Reduce -50.0% | 4,728 | $612K |
| Assetmark, Inc. | 0.00% | Add +23.2% | 4,689 | $606K |
| Legacies Wealth LLC | 0.47% | Add +222.8% | 4,638 | $600K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -1.9% | 4,631 | $599K |
| Smith & Howard Wealth Management, LLC | 0.17% | No change | 4,617 | $597K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.0% | 4,557 | $589K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.62% | No change | 4,529 | $586K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -4.4% | 4,518 | $584K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +16.8% | 4,487 | $580K |
| Missouri Trust & Investment Co | 0.20% | No change | 4,475 | $579K |
| WASHINGTON TRUST Co | 0.02% | No change | 4,472 | $578K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.4% | 4,465 | $577K |
| Essex Financial Services, Inc. | 0.04% | Reduce -20.6% | 4,407 | $570K |
| Manchester Capital Management LLC | 0.07% | No change | 4,376 | $566K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.3% | 4,362 | $564K |
| Red Tortoise LLC | 0.29% | No change | 4,342 | $562K |
| City Center Advisors, LLC | 0.63% | Reduce -2.5% | 4,340 | $561K |
| Bensler, LLC | 0.07% | Add +0.0% | 4,331 | $560K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +19.6% | 4,291 | $555K |
| Financial Management Network Inc. | 0.12% | Add +0.1% | 4,259 | $555K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -1.7% | 4,256 | $551K |
| Cornerstone Financial Group, LLC | 0.54% | — | 4,255 | $550K |
| Pinnacle Bancorp, Inc. | 0.18% | Reduce -0.1% | 4,253 | $550K |
| Geometric Wealth Advisors | 0.10% | Add +1.6% | 4,222 | $546K |
| National Bank of Canada | 0.00% | Add +3.7% | 4,215 | $545K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -6.4% | 4,183 | $541K |
| Pallas Capital Advisors LLC | 0.02% | No change | 4,163 | $538K |
| Iams Wealth Management, LLC | 0.25% | New | 4,152 | $537K |
| Savvy Advisors, Inc. | 0.06% | New | 4,113 | $532K |
| Eight 31 Financial, LLC | 0.40% | Add +10.0% | 4,104 | $531K |
| Zacks Investment Management | 0.00% | Add +0.1% | 4,072 | $527K |
| Granite FO LLC | 0.30% | No change | 4,043 | $523K |
| PFG Investments, LLC | 0.03% | Reduce -2.8% | 4,027 | $521K |
| JP Wealth Management, Inc. | 0.38% | — | 5,868 | $519K |
| Prudential Financial Inc. | 0.00% | Reduce -94.7% | 4,000 | $517K |
| Friday Financial | 0.36% | — | 3,994 | $517K |
| Annex Advisory Services, LLC | 0.02% | Add +31.8% | 3,971 | $514K |
| Skyline Advisors, Inc. | 0.20% | Add +0.5% | 3,962 | $512K |
| Guardian Asset Advisors, LLC | 0.33% | Add +0.3% | 3,925 | $508K |
| First United Bank & Trust | 0.18% | Reduce -0.6% | 3,911 | $506K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 3,905 | $505K |
| First Western Trust Bank | 0.02% | Reduce -2.0% | 3,903 | $505K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.4% | 3,883 | $502K |
| First National Bank of Omaha | 0.03% | No change | 3,829 | $495K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,826 | $495K |
| 1ST Source Bank | 0.03% | No change | 3,802 | $492K |
| Granite Group Advisors, LLC | 0.31% | No change | 3,800 | $491K |
| Linden Thomas Advisory Services, LLC | 0.06% | New | 3,790 | $490K |
| Atticus Wealth Management, LLC | 0.15% | Add +0.3% | 3,767 | $487K |
| LJI Wealth Management, LLC | 0.10% | Reduce -19.9% | 3,765 | $487K |
| Enclave Advisors LLC | 0.08% | No change | 3,761 | $486K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -2.0% | 3,730 | $482K |
| Choate Investment Advisors | 0.01% | New | 3,719 | $481K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.6% | 3,702 | $479K |
| Evanson Asset Management, LLC | 0.03% | Add +0.0% | 3,696 | $478K |
| Parkside Financial Bank & Trust | 0.06% | Add +3.8% | 3,695 | $478K |
| Total Wealth Planning, LLC | 0.07% | Reduce -5.7% | 3,683 | $476K |
| Cooper Financial Group | 0.06% | Reduce -1.8% | 3,682 | $476K |
| Finley Financial, LLC | 0.25% | — | 3,610 | $476K |
| Financial Alternatives, Inc | 0.33% | No change | 3,662 | $474K |
| Zhang Financial LLC | 0.03% | No change | 3,645 | $471K |
| Dynamic Financial Group | 0.47% | — | 3,593 | $465K |
| Simmons Bank | 0.03% | Add +1.4% | 3,573 | $462K |
| Kanawha Capital Management LLC | 0.04% | No change | 3,541 | $458K |
| Guidance Point Advisors, LLC | 0.13% | Add +0.4% | 3,532 | $457K |
| Liberty Square Wealth Partners LLC | 0.17% | — | 3,441 | $457K |
| Drucker Wealth 3.0, LLC | 0.11% | Reduce -1.9% | 3,521 | $455K |
| Princeton Global Asset Management LLC | 0.09% | Reduce -4.1% | 3,517 | $455K |
| Baker Ellis Asset Management LLC | 0.07% | No change | 3,500 | $453K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 3,489 | $451K |
| Wittenberg Investment Management, Inc. | 0.18% | Reduce -57.9% | 3,478 | $450K |
| Western Wealth Management, LLC | 0.02% | Reduce -7.3% | 3,454 | $447K |
| Perigon Wealth Management, LLC | 0.01% | Add +26.8% | 3,343 | $444K |
| Compass Ion Advisors, LLC | 0.05% | Add +0.1% | 3,431 | $444K |
| NCM Capital Management, LLC | 0.20% | No change | 3,400 | $440K |
| Allworth Financial LP | 0.00% | Reduce -6.5% | 3,240 | $435K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -9.4% | 3,356 | $434K |
| PFG Advisors | 0.03% | Reduce -0.1% | 3,349 | $433K |
| LGT Financial Advisors LLC | 0.96% | Add +0.5% | 3,343 | $432K |
| Marshall Financial Group Inc. | 0.13% | Add +0.4% | 3,275 | $424K |
| Cranbrook Wealth Management, LLC | 0.10% | No change | 3,274 | $423K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.6% | 3,264 | $422K |
| Hancock Whitney Corp. | 0.01% | New | 3,263 | $422K |
| Westmount Partners, LLC | 0.13% | Add +0.0% | 3,257 | $421K |
| Stevens Capital Partners | 0.19% | Reduce -0.7% | 3,255 | $421K |
| Sax Wealth Advisors, LLC | 0.03% | Add +106.0% | 3,253 | $421K |
| Independence Bank of Kentucky | 0.06% | No change | 3,244 | $420K |
| Berkshire Asset Management LLC | 0.02% | Add +0.3% | 3,109 | $418K |
| Allen Investment Management, LLC | 0.00% | No change | 3,231 | $418K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +3.3% | 3,216 | $416K |
| Anderson Hoagland & Co. | 0.04% | New | 3,100 | $414K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 3,198 | $414K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.9% | 3,191 | $413K |
| Dagco, Inc. | 0.14% | Add +68.1% | 3,187 | $412K |
| Cascade Financial Partners, LLC | 0.05% | Add +22.6% | 3,166 | $410K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -12.9% | 3,150 | $407K |
| Financial Advocates Investment Management | 0.02% | Reduce -48.8% | 3,144 | $407K |
| Trilogy Capital Inc. | 0.02% | Reduce -2.1% | 3,132 | $405K |
| Holland Advisory Services, Inc. | 0.53% | Reduce -0.3% | 3,115 | $403K |
| Clayton Financial Group LLC | 0.14% | Add +0.3% | 3,099 | $401K |
| Flagstar Securities, Inc. | 0.10% | Reduce -0.3% | 3,089 | $400K |
| Private Client Services, LLC | 0.21% | Add +0.2% | 3,059 | $396K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 3,021 | $391K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -8.8% | 3,018 | $390K |
| Pinnacle Associates Ltd. | 0.01% | Add +8.7% | 3,017 | $390K |
| Pinion Investment Advisors, LLC | 0.15% | Reduce -3.9% | 3,013 | $390K |
| Sterling Investment Counsel, LLC | 0.26% | No change | 3,008 | $389K |
| Cynosure Group, LLC | 0.06% | No change | 3,003 | $388K |
| Glass Jacobson Investment Advisors llc | 0.13% | Reduce -3.1% | 3,003 | $388K |
| First Bancorp, Inc | 0.27% | No change | 3,000 | $388K |
| Pittenger & Anderson Inc. | 0.01% | No change | 3,000 | $388K |
| Householder Group Estate & Retirement Specialist, LLC | 0.29% | Reduce -2.5% | 2,973 | $384K |
| Apella Capital, LLC | 0.01% | Add +0.4% | 2,966 | $384K |
| Richardson Capital Management LLC | 0.24% | No change | 2,966 | $384K |
| Firestone Capital Management | 0.10% | No change | 2,960 | $383K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -40.4% | 2,959 | $383K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 2,939 | $380K |
| Partners in Financial Planning | 0.08% | No change | 2,909 | $376K |
| TrinityPoint Wealth, LLC | 0.05% | Add +3.6% | 2,904 | $376K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -16.6% | 2,804 | $375K |
| Sei Investments Co. | 0.00% | New | 2,863 | $370K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -1.7% | 2,852 | $369K |
| Continuum Advisory, LLC | 0.05% | Add +8.4% | 2,852 | $369K |
| Davidson Trust Co. | 0.19% | No change | 2,839 | $367K |
| Rossby Financial, LCC | 0.23% | — | 2,832 | $366K |
| Neuberger Berman Group LLC | 0.00% | No change | 2,816 | $364K |
| Wealth Alliance, LLC | 0.04% | New | 2,803 | $363K |
| Breakwater Capital Group | 0.07% | Add +0.1% | 2,802 | $362K |
| Grove Bank & Trust | 0.05% | No change | 2,798 | $362K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -7.6% | 2,763 | $357K |
| Leeward Investments, LLC - MA | 0.02% | Add +8.9% | 2,757 | $357K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 2,754 | $356K |
| Means Investment Co., Inc. | 0.04% | No change | 2,752 | $356K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +3.5% | 2,752 | $356K |
| Cohen Capital Management, Inc. | 0.06% | Add +0.1% | 2,732 | $353K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 2,731 | $353K |
| Moors & Cabot, Inc. | 0.02% | Add +4.1% | 2,719 | $352K |
| Snowden Capital Advisors LLC | 0.01% | Add +27.3% | 2,700 | $349K |
| Lord & Richards Wealth Management, LLC | 0.74% | — | 2,693 | $348K |
| First Financial Corp. | 0.16% | Reduce -1.3% | 2,684 | $347K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +33.8% | 2,682 | $347K |
| TFG Advisers LLC | 0.12% | Reduce -1.1% | 2,666 | $345K |
| Beacon Financial Advisory LLC | 0.11% | Add +0.4% | 2,665 | $345K |
| Parallel Advisors, LLC | 0.01% | Add +0.6% | 2,659 | $344K |
| Empower Advisory Group, LLC | 0.00% | Reduce -7.6% | 2,652 | $343K |
| Wedbush Securities Inc. | 0.01% | New | 2,656 | $343K |
| Nicolet Bankshares Inc. | 0.07% | No change | 2,644 | $342K |
| NTV Asset Management LLC | 0.04% | No change | 2,626 | $340K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,619 | $339K |
| ORG Partners LLC | 0.05% | Add +8.6% | 2,612 | $338K |
| Magnus Financial Group LLC | 0.03% | Add +0.2% | 2,610 | $338K |
| IFG Advisory, LLC | 0.02% | New | 2,607 | $337K |
| Sovran Advisors, LLC | 0.05% | — | 2,585 | $337K |
| Corebridge Financial, Inc. | 0.00% | Reduce -71.4% | 2,600 | $336K |
| Becker Capital Management Inc. | 0.01% | Reduce -9.8% | 2,598 | $336K |
| Mgo One Seven LLC | 0.01% | Reduce -5.8% | 2,593 | $335K |
| Nvest Financial, LLC | 0.17% | Add +15.2% | 2,587 | $335K |
| Acima Private Wealth, LLC | 0.11% | No change | 2,585 | $334K |
| D. E. Shaw & Co. | 0.00% | Reduce -7.3% | 2,578 | $333K |
| BCGM Wealth Management, LLC | 0.11% | No change | 2,577 | $333K |
| Builder Investment Group Inc. | 0.09% | Reduce -1.9% | 2,571 | $333K |
| Belpointe Asset Management LLC | 0.02% | Reduce -6.9% | 2,546 | $332K |
| FDx Advisors, Inc. | 0.10% | Reduce -0.5% | 2,563 | $331K |
| Elm Partners Management LLC | 0.02% | Add +14.7% | 2,547 | $329K |
| Rench Wealth Management, Inc. | 0.11% | New | 2,541 | $329K |
| Lloyd Advisory Services, LLC. | 0.16% | Add +0.1% | 2,535 | $328K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 2,533 | $328K |
| QRG Capital Management, Inc. | 0.00% | Add +6.1% | 2,533 | $328K |
| Ancora Advisors LLC | 0.01% | Add +34.3% | 2,528 | $327K |
| Snider Financial Group | 0.10% | New | 2,528 | $327K |
| Composition Wealth, LLC | 0.01% | Add +8.1% | 2,517 | $326K |
| Compass Capital Corp. /Ma/ | 0.13% | — | 2,509 | $325K |
| Rialto Wealth Management, LLC | 0.11% | — | 2,504 | $324K |
| Bearing Point Capital, LLC | 0.07% | — | 2,500 | $323K |
| Arbor Investment Advisors, LLC | 0.05% | No change | 2,497 | $323K |
| Ballast, Inc. | 0.09% | No change | 2,487 | $322K |
| Family Legacy, Inc. | 0.11% | No change | 2,451 | $318K |
| Aspiriant, LLC | 0.01% | Add +42.2% | 2,458 | $318K |
| Appleton Partners Inc. | 0.02% | No change | 2,447 | $316K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 2,417 | $313K |
| Keel Point, LLC | 0.02% | Reduce -1.5% | 2,398 | $310K |
| Key Financial Inc | 0.07% | No change | 2,352 | $304K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,259 | $303K |
| Pacific Financial Group Inc. | 0.22% | Reduce -0.2% | 2,331 | $301K |
| KilterHowling LLC | 0.17% | Add +0.4% | 2,272 | $299K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,311 | $299K |
| Checchi Capital Advisers, LLC | 0.02% | New | 2,308 | $299K |
| NBT Bank, N.A. | 0.02% | Add +7.0% | 2,308 | $299K |
| Theory Financial LLC | 0.12% | Add +9.6% | 2,293 | $297K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -11.7% | 2,268 | $293K |
| Aft, Forsyth & Company, Inc. | 0.14% | Add +0.1% | 2,265 | $293K |
| RDA Financial Network | 0.09% | No change | 2,263 | $293K |
| Nwam LLC | 0.02% | No change | 2,259 | $292K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,253 | $291K |
| White Knight Strategic Wealth Advisors, LLC | 0.12% | New | 2,240 | $290K |
| Transce3nd, LLC | 0.10% | — | 2,235 | $289K |
| Roman Butler Fullerton & Co. | 0.09% | Reduce -0.3% | 2,147 | $288K |
| Fulton Bank, N.A. | 0.01% | No change | 2,214 | $286K |
| Regal Investment Advisors LLC | 0.02% | No change | 2,212 | $286K |
| AlTi Global, Inc. | 0.01% | Reduce -32.3% | 2,208 | $286K |
| Altus Wealth Group LLC | 0.13% | No change | 2,199 | $284K |
| Edge Capital Group, LLC | 0.01% | No change | 2,199 | $284K |
| Cape Investment Advisory, Inc. | 0.11% | Add +2.1% | 2,189 | $283K |
| Headlands Technologies LLC | 0.03% | New | 2,189 | $283K |
| Decker Retirement Planning Inc. | 0.16% | — | 2,179 | $282K |
| Essex Bank | 0.07% | Add +10.7% | 2,170 | $281K |
| Postrock Partners LLC | 0.14% | — | 2,168 | $280K |
| Aire Advisors, LLC | 0.06% | Add +0.3% | 2,158 | $279K |
| Foundation Wealth Management, LLC\PA | 0.14% | — | 2,153 | $278K |
| Lee, Kelleher & Klein Wealth Management | 0.20% | — | 2,135 | $276K |
| Northwest Financial Advisors | 0.23% | Add +126.4% | 2,133 | $276K |
| REAP Financial Group, LLC | 0.07% | Reduce -8.8% | 2,117 | $274K |
| Crestwood Advisors Group, LLC | 0.01% | Add +3.7% | 2,104 | $272K |
| Argent Trust Co | 0.01% | No change | 2,102 | $272K |
| Peak Financial Management, Inc. | 0.08% | No change | 2,100 | $272K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.3% | 2,091 | $270K |
| Topsail Wealth Management, LLC | 0.06% | — | 2,070 | $268K |
| German American Bancorp, Inc. | 0.03% | Reduce -8.8% | 2,065 | $267K |
| MIdWestOne Financial Group, Inc. | 0.04% | Reduce -37.2% | 2,064 | $267K |
| SkyOak Wealth, LLC | 0.06% | Reduce -0.2% | 2,063 | $267K |
| Legacy Financial Strategies, LLC | 0.06% | No change | 2,070 | $267K |
| Union Savings Bank | 0.13% | Reduce -1.9% | 2,060 | $266K |
| Ruggaard & Associates LLC | 0.12% | No change | 2,057 | $266K |
| Modern Wealth Management, LLC | 0.01% | New | 2,041 | $264K |
| Dentgroup LLC | 0.20% | Reduce -14.5% | 2,039 | $264K |
| Riverpoint Wealth Management Holdings, LLC | 0.07% | No change | 2,035 | $263K |
| Delta Financial Group, Inc. | 0.06% | New | 2,035 | $263K |
| Maryland Capital Advisors Inc. | 0.12% | No change | 2,028 | $262K |
| American Money Management, LLC | 0.05% | Reduce -17.7% | 2,026 | $262K |
| BostonPremier Wealth LLC | 0.16% | — | 2,019 | $261K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -38.6% | 2,016 | $261K |
| Oarsman Capital, Inc. | 0.05% | No change | 2,016 | $261K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -1.7% | 2,014 | $260K |
| WealthShield Partners, LLC | 0.04% | No change | 2,000 | $259K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | No change | 1,988 | $257K |
| Forte Asset Management LLC | 0.14% | No change | 1,985 | $257K |
| 1834 Investment Advisors Co. | 0.03% | Reduce -0.3% | 1,981 | $256K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 1,973 | $255K |
| Insight Inv LLC | 0.18% | Add +295.6% | 1,970 | $255K |
| First Hawaiian Bank | 0.01% | No change | 1,962 | $254K |
| Moneco Advisors, LLC | 0.03% | No change | 1,937 | $251K |
| Verdence Capital Advisors LLC | 0.02% | Add +2.6% | 1,934 | $250K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +0.3% | 1,937 | $250K |
| Simplicity Wealth,LLC | 0.05% | Reduce -93.7% | 1,915 | $248K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.4% | 1,914 | $248K |
| Citizens Financial Group Inc. | 0.00% | Add +0.3% | 1,908 | $247K |
| Daymark Wealth Partners, LLC | 0.01% | Add +4.6% | 1,902 | $246K |
| ICONIQ Capital, LLC | 0.00% | New | 1,895 | $245K |
| Montecito Bank & Trust | 0.04% | No change | 1,891 | $245K |
| GHP Investment Advisors, Inc. | 0.01% | Add +5.0% | 1,886 | $244K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,885 | $244K |
| Bluespring Wealth Management, LLC | 0.02% | No change | 1,878 | $243K |
| River Wealth Advisors LLC | 0.03% | Add +12.6% | 1,869 | $242K |
| TPG Financial Advisors, LLC | 0.10% | Reduce -5.8% | 1,858 | $240K |
| Foster & Motley Inc. | 0.02% | Reduce -13.5% | 1,856 | $240K |
| Rahlfs Capital, LLC | 0.24% | — | 1,850 | $239K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +8.1% | 1,847 | $239K |
| TigerOak Management, L.L.C. | 0.09% | — | 1,844 | $239K |
| SouthState Bank Corp | 0.02% | No change | 1,834 | $237K |
| Madison Wealth Partners, Inc | 0.07% | No change | 1,821 | $236K |
| Resurgent Financial Advisors LLC | 0.14% | No change | 1,803 | $233K |
| Glassman Wealth Services | 0.04% | No change | 1,797 | $232K |
| Tsfg, LLC | 0.05% | Add +0.1% | 1,787 | $231K |
| Vaughan David Investments LLC | 0.01% | No change | 1,783 | $231K |
| Lathrop Investment Management Co. | 0.04% | No change | 1,781 | $230K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,770 | $229K |
| NDVR, Inc. | 0.22% | No change | 1,763 | $228K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,755 | $227K |
| SMART Wealth LLC | 0.08% | New | 1,736 | $225K |
| Level Four Advisory Services, LLC | 0.01% | Add +2.9% | 1,734 | $224K |
| Debussy Capital Management LP | 0.03% | New | 1,670 | $224K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -13.2% | 1,727 | $223K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,723 | $223K |
| Private Portfolio Partners LLC | 0.04% | No change | 1,718 | $222K |
| Everpar Advisors LLC | 0.11% | New | 1,713 | $222K |
| Wealthspire Retirement, LLC | 0.02% | No change | 1,709 | $221K |
| Richardson Financial Services Inc. | 0.16% | Add +1.0% | 1,711 | $221K |
| Moloney Securities Asset Management, LLC | 0.03% | No change | 1,702 | $220K |
| Triangle Securities Wealth Management | 0.06% | Add +4.3% | 1,701 | $220K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,695 | $219K |
| West Michigan Advisors, LLC | 0.07% | Reduce -1.1% | 1,693 | $219K |
| Blalock Williams, LLC | 0.25% | — | 1,686 | $218K |
| Legacy Advisors, LLC | 0.02% | No change | 1,680 | $217K |
| Haverford Trust Co | 0.00% | No change | 1,666 | $215K |
| Ibex Wealth Advisors | 0.03% | New | 1,666 | $215K |
| Unified Investment Management | 0.24% | — | 1,665 | $215K |
| Fiera Capital Corp | 0.00% | No change | 1,663 | $215K |
| SYM FINANCIAL Corp | 0.03% | Reduce -4.6% | 1,663 | $215K |
| Cibc World Market Inc. | 0.00% | No change | 1,660 | $215K |
| Foundation Wealth Management, LLC | 0.17% | No change | 1,661 | $215K |
| Accelerate Investment Advisors LLC | 0.19% | Add +1.7% | 1,642 | $212K |
| Blue Trust, Inc. | 0.00% | Add +50.5% | 1,634 | $211K |
| Welch & Forbes LLC | 0.00% | New | 1,631 | $211K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 1,620 | $210K |
| Wintrust Investments LLC | 0.18% | Add +10.2% | 1,622 | $209K |
| HBC Financial Services, PLLC | 0.13% | No change | 1,620 | $209K |
| Coston, McIsaac & Partners | 0.06% | No change | 1,623 | $209K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Reduce -0.4% | 1,614 | $209K |
| Marotta Asset Management | 0.04% | Reduce -15.0% | 1,617 | $208K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.4% | 1,602 | $207K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.6% | 1,599 | $207K |
| Secure Asset Management, LLC | 0.03% | Reduce -1.4% | 1,598 | $207K |
| Arete Wealth Advisors, LLC | 0.01% | New | 1,594 | $206K |
| Lazard Asset Management LLC | 0.00% | Reduce -38.5% | 1,600 | $206K |
| Associated Banc-Corp | 0.01% | Reduce -2.2% | 1,592 | $206K |
| LaFleur & Godfrey LLC | 0.03% | No change | 1,590 | $206K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 1,566 | $203K |
| FLP Wealth Management, LLC | 0.51% | — | 1,548 | $200K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -8.1% | 1,546 | $200K |
| 2UniFi Bank | 0.13% | — | 1,510 | $195K |
| Signaturefd, LLC | 0.00% | Add +14.4% | 1,482 | $192K |
| Parkworth Wealth Management, Inc. | 0.16% | — | 1,452 | $188K |
| Country Trust Bank | 0.00% | No change | 1,430 | $185K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.8% | 1,417 | $183K |
| Versant Capital Management, Inc | 0.04% | No change | 1,396 | $181K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 1,318 | $170K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,305 | $169K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,291 | $167K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,283 | $166K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,250 | $162K |
| GAMMA Investing LLC | 0.01% | No change | 1,237 | $160K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.4% | 1,179 | $153K |
| Townsend Asset Management Corp. /NC/ | 0.06% | Add +0.4% | 1,164 | $151K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,149 | $149K |
| Trust Co. of Vermont | 0.01% | No change | 1,114 | $144K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 1,108 | $143K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,093 | $141K |
| Elevation Wealth Partners, LLC | 0.06% | Reduce -27.1% | 1,068 | $138K |
| Pineridge Advisors LLC | 0.05% | Reduce -12.9% | 1,044 | $135K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 1,044 | $135K |
| High Note Wealth, LLC | 0.03% | New | 1,037 | $134K |
| Smithfield Trust Co | 0.01% | No change | 1,019 | $133K |
| Kiely Wealth Advisory Group, Inc. | 0.08% | No change | 990 | $132K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +12.7% | 1,005 | $130K |
| Hilltop National Bank | 0.04% | No change | 973 | $126K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 961 | $124K |
| Synergy Investment Management, LLC | 0.05% | — | 940 | $122K |
| Midwest Capital Advisors, LLC | 0.09% | — | 905 | $117K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.2% | 900 | $116K |
| Cutler Capital Management, LLC | 0.05% | No change | 886 | $115K |
| CoreFirst Bank & Trust | 0.07% | Reduce -8.2% | 865 | $112K |
| Cordgrass Capital Advisors, LLC | 0.03% | Reduce -0.1% | 862 | $111K |
| Olistico Wealth, LLC | 0.06% | Add +0.1% | 844 | $109K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 814 | $105K |
| Pflug Koory, LLC | 0.01% | No change | 808 | $105K |
| Realta Investment Advisors | 0.04% | Add +2969.2% | 798 | $104K |
| Creative Financial Designs Inc. | 0.01% | No change | 785 | $102K |
| Bare Financial Services, Inc | 0.04% | No change | 784 | $101K |
| Holos Integrated Wealth LLC | 0.07% | — | 767 | $99K |
| Lee Danner & Bass Inc. | 0.01% | New | 767 | $99K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +1.8% | 751 | $97K |
| Trust Co | 0.01% | No change | 717 | $93K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -4.6% | 712 | $92K |
| Stonebridge Financial Group, LLC | 0.01% | — | 699 | $90K |
| Sound Income Strategies, LLC | 0.01% | Reduce -4.6% | 685 | $89K |
| Steph & Co. | 0.03% | No change | 679 | $88K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.5% | 667 | $86K |
| Ameriflex Group, Inc. | 0.04% | — | 641 | $86K |
| Eastern Bank | 0.00% | No change | 660 | $85K |
| Golden State Wealth Management, LLC | 0.01% | — | 654 | $85K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -41.8% | 615 | $80K |
| Sage Mountain Advisors LLC | 0.01% | Add +96.2% | 618 | $80K |
| Ridgewood Investments LLC | 0.04% | No change | 612 | $79K |
| Asset Dedication, LLC | 0.01% | No change | 611 | $79K |
| EPG Wealth Management LLC | 0.02% | Reduce -0.8% | 601 | $78K |
| Provident Wealth Management, LLC | 0.03% | No change | 596 | $77K |
| Beacon Capital Management, LLC | 0.01% | Add +0.5% | 589 | $76K |
| Raffa Wealth Management, LLC | 0.02% | No change | 572 | $74K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.2% | 570 | $74K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 556 | $72K |
| United Community Bank | 0.03% | Add +49.5% | 541 | $70K |
| FPC Investment Advisory, Inc. | 0.05% | New | 516 | $69K |
| Archer Investment Corp | 0.02% | No change | 524 | $68K |
| Riverview Trust Co | 0.06% | No change | 520 | $67K |
| Optimum Investment Advisors | 0.03% | No change | 516 | $67K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 516 | $67K |
| McIlrath & Eck, LLC | 0.01% | Reduce -8.9% | 513 | $66K |
| Financial Connections Group, Inc. | 0.03% | No change | 517 | $66K |
| Russell Investments Group, Ltd. | 0.00% | Add +17.6% | 502 | $65K |
| Reyes Financial Architecture, Inc. | 0.05% | — | 496 | $64K |
| North Star Investment Management Corp. | 0.00% | No change | 494 | $64K |
| Evelyn Partners Asset Management Ltd | 0.02% | — | 483 | $62K |
| Bangor Savings Bank | 0.01% | Reduce -1.9% | 466 | $60K |
| Operose Advisors LLC | 0.02% | No change | 465 | $60K |
| Colonial Trust Advisors | 0.01% | No change | 450 | $58K |
| Aventura Private Wealth, LLC | 0.03% | — | 445 | $58K |
| Private Wealth Management Group, LLC | 0.02% | No change | 415 | $54K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 416 | $52K |
| Creekmur Asset Management LLC | 0.01% | No change | 399 | $52K |
| Biltmore Family Office, LLC | 0.01% | No change | 396 | $51K |
| Bellevue Asset Management, LLC | 0.03% | Add +96.0% | 392 | $51K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 391 | $51K |
| TD Waterhouse Canada Inc. | 0.00% | New | 390 | $50K |
| AlphaMark Advisors, LLC | 0.02% | No change | 375 | $49K |
| HM Payson & Co. | 0.00% | No change | 375 | $49K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 350 | $45K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -80.1% | 341 | $44K |
| Winnacle Wealth LLC | 0.04% | — | 340 | $44K |
| JNBA Financial Advisors | 0.00% | New | 339 | $44K |
| Darwin Wealth Management, LLC | 0.01% | No change | 335 | $43K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +31.6% | 329 | $43K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +81.3% | 319 | $41K |
| Mascoma Wealth Management LLC | 0.01% | New | 309 | $40K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -2.3% | 303 | $39K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 293 | $39K |
| Copia Wealth Management | 0.04% | — | 300 | $39K |
| Kimelman & Baird, LLC | 0.00% | No change | 284 | $37K |
| Horizons Wealth Management | 0.03% | Reduce -0.4% | 279 | $36K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 272 | $35K |
| Windsor Advisory Group, LLC | 0.04% | No change | 270 | $35K |
| Brandywine Global Investment Management, LLC | 0.00% | Add +405.7% | 268 | $35K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 266 | $34K |
| Glen Eagle Advisors, LLC | 0.01% | Add +42.7% | 264 | $34K |
| Tortoise Investment Management, LLC | 0.00% | No change | 263 | $34K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 260 | $34K |
| Investors Research Corp | 0.01% | No change | 259 | $33K |
| Legacy Investment Solutions, LLC | 0.02% | No change | 249 | $33K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 249 | $33K |
| Register Financial Advisors LLC | 0.02% | No change | 254 | $33K |
| Crews Bank & Trust | 0.01% | — | 253 | $33K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -34.9% | 252 | $33K |
| Nova Wealth Management, Inc. | 0.03% | — | 252 | $33K |
| Capital A Wealth Management, LLC | 0.05% | — | 249 | $32K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 248 | $32K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 247 | $32K |
| City State Bank | 0.01% | No change | 240 | $31K |
| PrairieView Partners, LLC | 0.00% | No change | 243 | $31K |
| Gen-Wealth Partners Inc | 0.01% | Add +0.9% | 234 | $30K |
| Albion Financial Group | 0.00% | New | 231 | $30K |
| Rothschild Investment LLC | 0.00% | No change | 225 | $29K |
| Abound Wealth Management | 0.01% | No change | 223 | $29K |
| Private Capital Management LLC | 0.01% | No change | 221 | $29K |
| American Capital Advisory, LLC | 0.02% | No change | 220 | $28K |
| Bank of New Hampshire | 0.01% | No change | 214 | $28K |
| Northwest Bank & Trust Co | 0.02% | No change | 190 | $27K |
| RE Dickinson Investment Advisors, LLC | 0.02% | No change | 203 | $26K |
| Hoese & Co LLP | 0.02% | New | 203 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 203 | $26K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 200 | $26K |
| Mechanics Financial Corp | 0.01% | No change | 197 | $25K |
| New Republic Capital, LLC | 0.02% | Reduce -66.0% | 195 | $25K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 193 | $25K |
| Roxbury Financial LLC | 0.02% | — | 177 | $25K |
| Avion Wealth | 0.01% | No change | 192 | $24K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 181 | $23K |
| Hantz Financial Services, Inc. | 0.00% | New | 176 | $23K |
| Montag A & Associates Inc. | 0.00% | Reduce -60.0% | 176 | $23K |
| Transcendent Capital Group LLC | 0.01% | No change | 165 | $21K |
| Fairman Group, LLC | 0.02% | No change | 163 | $21K |
| one8zero8, LLC | 0.00% | — | 152 | $20K |
| Field & Main Bank | 0.01% | No change | 150 | $19K |
| Hara Capital LLC | 0.01% | No change | 148 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 144 | $19K |
| Winthrop Capital Management, LLC | 0.00% | New | 139 | $18K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 129 | $17K |
| Talon Private Wealth, LLC | 0.00% | No change | 129 | $17K |
| Highline Wealth Partners LLC | 0.01% | Add +0.8% | 127 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +101.7% | 121 | $16K |
| Matrix Private Capital Group LLC | 0.01% | Reduce -38.8% | 120 | $16K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 119 | $15K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 119 | $15K |
| Center for Financial Planning, Inc. | 0.00% | No change | 116 | $15K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 113 | $15K |
| CVA Family Office, LLC | 0.00% | No change | 111 | $14K |
| MilWealth Group LLC | 0.00% | No change | 110 | $14K |
| WPG Advisers, LLC | 0.01% | — | 110 | $14K |
| Front Row Advisors LLC | 0.00% | No change | 109 | $14K |
| Evermay Wealth Management LLC | 0.00% | Reduce -86.3% | 107 | $14K |
| Pacifica Partners Inc. | 0.01% | No change | 103 | $13K |
| Denver PWM, LLC | 0.01% | New | 100 | $13K |
| Providence First Trust Co | 0.00% | New | 100 | $13K |
| Pingora Partners LLC | 0.01% | No change | 99 | $13K |
| Westside Investment Management, Inc. | 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 | $12K |
| American National Bank & Trust | 0.00% | Reduce -40.9% | 94 | $12K |
| Motco | 0.00% | No change | 87 | $11K |
| GoalVest Advisory LLC | 0.00% | No change | 84 | $11K |
| C M Bidwell & Associates Ltd. | 0.01% | New | 82 | $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 |
| Tucker Asset Management LLC | 0.00% | Add +25.0% | 75 | $10K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 75 | $10K |
| Bfsg, LLC | 0.00% | Reduce -6.3% | 75 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 74 | $10K |
| New Millennium Group LLC | 0.01% | Add +165.4% | 69 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $8K |
| Brooklyn Investment Group | 0.00% | New | 64 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 61 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 60 | $8K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 55 | $7K |
| Breakwater Investment Management | 0.00% | New | 55 | $7K |
| Retirement Wealth Solutions LLC | 0.01% | — | 53 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $6K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 45 | $6K |
| WFA Asset Management Corp | 0.00% | New | 44 | $6K |
| Angeles Wealth Management, LLC | 0.00% | No change | 44 | $6K |
| Chelsea Counsel Co. | 0.00% | No change | 42 | $5K |
| BankPlus Trust Department | 0.00% | — | 40 | $5K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 40 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $5K |
| Howe & Rusling Inc. | 0.00% | Reduce -77.8% | 40 | $5K |
| 10Elms LLP | 0.01% | — | 37 | $5K |
| Nemes Rush Group LLC | 0.00% | Reduce -68.1% | 36 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 34 | $4K |
| Evolution Advisers, Inc. | 0.00% | New | 34 | $4K |
| Wolff Wiese Magana LLC | 0.00% | Add +86.7% | 28 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 27 | $4K |
| Robinswood Financial LLC | 0.00% | No change | 25 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 25 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 30 | $3K |
| Synergy Asset Management, LLC | 0.00% | New | 22 | $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 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 19 | $2K |
| FWL Investment Management, LLC | 0.00% | No change | 18 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 14 | $2K |
| Legend Financial Advisors, Inc. | 0.00% | New | 9 | $1K |
| Lanark Financial, Inc. | 0.08% | — | 6 | $840 |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $777 |
| BNP Paribas Financial Markets | 0.00% | Reduce -57.1% | 6 | $776 |
| Main Street Group, LTD | 0.00% | No change | 4 | $518 |
"% 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.