iShares Russell Mid-Cap ValuIWSETF
13F holders, Q1 2025 (March 31)924holders −24
49new positions
61sold out
3famous investors
$125.83avg. 13F price*
At the end of Q1 2025, 924 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, down 24 from Q4 2024. 49 opened new positions and 61 sold out. The largest holders were Jones Financial Companies LLLP ($1.3B), Morgan Stanley ($1.0B) and US Bancorp \de ($548.7M). 3 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $193.3M |
| Exits | 61 | $63.9M |
All 13F filers, Q4 2024 → Q1 2025: 3,713,625 shares bought and 3,735,429 shares sold, net −21,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 924 holders
| Jones Financial Companies LLLP | 1.13% | Add +7.9% | 10,056,638 | $1.3B |
| Morgan Stanley | 0.07% | Add +0.8% | 7,997,577 | $1.0B |
| US Bancorp \de | 0.73% | Add +2.5% | 4,355,252 | $548.7M |
| Envestnet Portfolio Solutions, Inc. | 1.90% | Add +1.6% | 3,944,685 | $496.9M |
| Wells Fargo & Company | 0.12% | Reduce -6.9% | 3,789,786 | $477.4M |
| Bank of America Corp. | 0.04% | Reduce -10.8% | 3,743,377 | $471.6M |
| Tiaa Trust, National Association | 1.33% | Reduce -6.8% | 3,381,633 | $426.0M |
| Royal Bank of Canada | 0.09% | Reduce -1.1% | 3,331,471 | $419.7M |
| First Citizens Bank & Trust Co. | 8.39% | Add +2.0% | 2,621,658 | $330.3M |
| Commonwealth Equity Services, LLC | 0.40% | Add +5.1% | 2,257,427 | $284.4M |
| Commerce Bank | 1.78% | Reduce -3.3% | 2,215,305 | $279.1M |
| FMR LLC | 0.02% | Reduce -1.4% | 1,988,150 | $250.4M |
| Betterment LLC | 0.51% | Reduce -4.7% | 1,710,860 | $215.5M |
| UBS Group AG | 0.05% | Reduce -1.1% | 1,676,983 | $211.2M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -1.6% | 1,422,498 | $179.2M |
| Zions Bancorporation, National Association | 9.58% | — | 1,204,677 | $151.8M |
| LPL Financial LLC | 0.06% | Add +5.4% | 1,161,640 | $146.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -8.9% | 1,091,185 | $137.4M |
| Cassaday & Co Wealth Management LLC | 3.44% | Add +0.6% | 972,214 | $122.5M |
| Victory Capital Management Inc. | 0.12% | Reduce -12.7% | 931,100 | $117.3M |
| Stephens Inc. | 1.51% | Reduce -0.8% | 816,571 | $102.9M |
| Stephens Group Asset Management, LLC | 7.23% | Add +6.4% | 711,118 | $89.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -9.1% | 702,523 | $88.5M |
| Raymond James Financial Inc. | 0.03% | Reduce -8.1% | 693,998 | $87.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.8% | 692,365 | $87.2M |
| American Century Companies Inc. | 0.05% | New | 619,916 | $78.1M |
| Heritage Wealth Advisors | 3.27% | Reduce -0.3% | 513,175 | $64.6M |
| Equitable Holdings, Inc. | 0.56% | Reduce -0.3% | 470,228 | $59.2M |
| Truist Financial Corp. | 0.09% | Reduce -1.1% | 429,707 | $54.1M |
| Money Concepts Capital Corp. | 3.99% | Add +11.9% | 423,388 | $53.3M |
| Pacific Life Fund Advisors LLC | 5.64% | New | 399,226 | $50.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +0.2% | 353,733 | $44.6M |
| AMG National Trust Bank | 1.21% | Reduce -2.0% | 342,268 | $43.1M |
| Lido Advisors, LLC | 0.25% | Add +13.5% | 335,803 | $42.3M |
| Cetera Investment Advisers | 0.08% | Add +11.3% | 326,445 | $41.1M |
| Natixis Advisors, LLC | 0.07% | Add +46.8% | 307,338 | $38.7M |
| One Capital Management, LLC | 1.29% | Reduce -5.7% | 303,559 | $38.2M |
| AE Wealth Management LLC | 0.31% | Reduce -3.6% | 292,979 | $36.9M |
| Mariner, LLC | 0.06% | Add +4.9% | 280,382 | $35.3M |
| Chicago Partners Investment Group LLC | 1.11% | Add +0.3% | 269,033 | $33.5M |
| Cedar Mountain Advisors, LLC | 7.19% | Add +0.9% | 254,871 | $32.1M |
| GLOBALT Investments LLC / GA | 1.28% | Reduce -2.5% | 249,589 | $31.4M |
| HighTower Advisors, LLC | 0.04% | Add +35.9% | 222,485 | $28.0M |
| Corient Private Wealth LP | 0.05% | Add +92.8% | 221,746 | $27.9M |
| Wescott Financial Advisory Group, LLC | 2.83% | Reduce -5.8% | 216,782 | $27.3M |
| LPWM LLC | 8.60% | Add +4.6% | 211,974 | $26.7M |
| Keybank National Association | 0.10% | Reduce -0.3% | 202,402 | $25.5M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -1.8% | 178,596 | $22.5M |
| Northern Trust Corp. | 0.00% | Add +31.8% | 177,484 | $22.4M |
| Covenant Partners, LLC | 7.18% | Reduce -1.7% | 176,163 | $22.2M |
| Wellington Management Group LLP | 0.00% | New | 175,806 | $22.1M |
| M&T Bank Corp | 0.08% | Reduce -3.9% | 175,720 | $22.1M |
| Thompson Siegel & Walmsley LLC | 0.37% | Reduce -40.5% | 172,019 | $21.7M |
| Moneta Group Investment Advisors LLC | 0.29% | Add +3.0% | 169,866 | $21.4M |
| RTD Financial Advisors, Inc. | 2.87% | Add +3.8% | 169,337 | $21.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -13.2% | 167,571 | $21.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +6.6% | 167,464 | $21.1M |
| Rodgers & Associates, LTD | 2.57% | Add +3.8% | 167,407 | $21.1M |
| Focus Partners Wealth | 0.05% | Reduce -2.6% | 166,739 | $21.0M |
| Badgley Phelps Wealth Managers, LLC | 0.50% | Add +2.5% | 163,875 | $20.6M |
| Asset Management Group, Inc. | 3.52% | Reduce -0.3% | 151,190 | $19.0M |
| Captrust Financial Advisors | 0.05% | Add +3.2% | 148,078 | $18.7M |
| Legacy Edge Advisors, LLC | 2.77% | Add +2.1% | 140,919 | $17.8M |
| Bishop & Co Investment Management, LLC | 6.82% | Reduce -0.1% | 140,040 | $17.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.6% | 133,075 | $16.8M |
| Stifel Financial Corp. | 0.02% | Add +5.5% | 131,677 | $16.6M |
| First Citizens Asset Management, Inc. | 6.42% | Add +0.7% | 131,006 | $16.5M |
| Fifth Third Bancorp | 0.06% | Add +2.6% | 130,529 | $16.4M |
| Anchor Capital Advisors LLC | 0.49% | Reduce -73.9% | 129,967 | $16.4M |
| Bellwether Advisors, LLC | 3.37% | New | 127,894 | $16.1M |
| LBJ Family Wealth Advisors, Ltd. | 10.13% | Reduce -0.1% | 125,960 | $15.9M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +4.4% | 119,408 | $15.0M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -1.3% | 134,123 | $14.8M |
| FSA Wealth Management LLC | 6.11% | Reduce -0.7% | 114,284 | $14.4M |
| HSBC Holdings PLC | 0.01% | Add +7.5% | 113,747 | $14.3M |
| Creative Planning | 0.01% | Reduce -1.6% | 110,403 | $13.9M |
| Waverly Advisors, LLC | 0.17% | Reduce -1.0% | 109,504 | $13.8M |
| Fifth Third Securities, Inc. | 1.14% | Add +1.3% | 107,508 | $13.5M |
| Baird Financial Group, Inc. | 0.03% | Reduce -9.8% | 105,877 | $13.3M |
| Comerica Bank | 0.06% | Add +1.9% | 105,447 | $13.3M |
| Sterling Capital Management LLC | 0.21% | Add +1.2% | 105,354 | $13.3M |
| Nuance Investments, LLC | 0.80% | Reduce -24.8% | 97,008 | $12.2M |
| Bokf, NA | 0.21% | Reduce -4.5% | 94,388 | $11.9M |
| Johnson Investment Counsel Inc. | 0.11% | Reduce -0.6% | 94,334 | $11.9M |
| Bank of Montreal | 0.01% | Reduce -2.3% | 94,084 | $11.9M |
| Prosperity Consulting Group, LLC | 0.90% | Reduce -0.2% | 92,815 | $11.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -8.9% | 92,525 | $11.7M |
| Occidental Asset Management, LLC | 1.75% | Reduce -0.1% | 91,818 | $11.6M |
| Evergreen Capital Management LLC | 0.39% | Add +2.0% | 91,742 | $11.6M |
| Clearstead Advisors, LLC | 0.17% | Reduce -0.9% | 85,939 | $10.8M |
| UMB Bank, n.a. | 0.18% | Reduce -4.5% | 85,641 | $10.8M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -4.3% | 83,614 | $10.5M |
| JMG Financial Group, Ltd. | 0.33% | Add +0.4% | 78,832 | $9.9M |
| First Horizon Advisors, Inc. | 0.27% | Reduce -5.7% | 77,351 | $9.7M |
| MAI Capital Management | 0.07% | Reduce -2.9% | 76,249 | $9.6M |
| Savant Capital, LLC | 0.08% | Reduce -3.0% | 75,864 | $9.6M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +0.1% | 75,123 | $9.5M |
| Accredited Investors Inc. | 0.58% | Reduce -7.4% | 74,197 | $9.3M |
| Citigroup Inc. | 0.01% | Add +224.9% | 72,932 | $9.2M |
| WestHill Financial Advisors, Inc. | 2.05% | Add +1.9% | 71,119 | $9.0M |
| Twin Focus Capital Partners, LLC | 1.38% | Reduce -2.9% | 70,747 | $8.9M |
| Synovus Financial Corp. | 0.12% | Add +1.1% | 70,528 | $8.9M |
| Earnest Partners LLC | 0.04% | Reduce -46.1% | 70,261 | $8.9M |
| Cwm, LLC | 0.03% | Add +4.7% | 68,905 | $8.7M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -16.9% | 65,872 | $8.3M |
| MML Investors Services, LLC | 0.03% | Reduce -8.3% | 64,704 | $8.2M |
| Pinnacle Financial Partners Inc | 0.16% | Add +4.5% | 61,499 | $7.7M |
| Conning Inc. | 0.28% | Reduce -0.8% | 60,379 | $7.6M |
| Inspirion Wealth Advisors, LLC | 1.05% | Reduce -0.2% | 59,899 | $7.5M |
| Sei Investments Co. | 0.01% | Add +1970.4% | 59,276 | $7.5M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -0.6% | 56,415 | $7.1M |
| Avantax Planning Partners, Inc. | 0.25% | Add +4.0% | 56,315 | $7.1M |
| Mill Creek Capital Advisors, LLC | 0.17% | Reduce -9.7% | 55,749 | $7.0M |
| Inlight Wealth Management, LLC | 4.31% | Reduce -0.5% | 55,248 | $7.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -2.7% | 54,763 | $6.9M |
| NewEdge Advisors, LLC | 0.04% | Reduce -0.4% | 53,879 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.3% | 52,327 | $6.6M |
| Powell Investment Advisors, LLC | 3.18% | Add +3.7% | 51,350 | $6.5M |
| Processus Wealth & Capital Management, LLC | 5.45% | Add +2.3% | 50,777 | $6.4M |
| BNP Paribas Financial Markets | 0.00% | Add +833233.3% | 50,000 | $6.3M |
| Bank of New York Mellon Corp | 0.00% | Add +100.0% | 49,691 | $6.3M |
| Kennedy Capital Management LLC | 0.15% | Reduce -7.7% | 49,052 | $6.2M |
| Corundum Group, Inc. | 2.95% | Reduce -2.0% | 48,818 | $6.1M |
| Modera Wealth Management, LLC | 0.08% | Reduce -1.5% | 48,377 | $6.1M |
| James J. Burns & Company, LLC | 1.09% | Reduce -0.6% | 48,313 | $6.1M |
| Howard Bailey Securities, LLC | 2.02% | Add +8.2% | 48,020 | $6.0M |
| KMG Fiduciary Partners, LLC | 0.50% | Add +9.4% | 47,874 | $6.0M |
| Bleakley Financial Group, LLC | 0.19% | Reduce -0.8% | 46,415 | $5.8M |
| Ascent Group, LLC | 0.24% | Add +0.2% | 43,899 | $5.5M |
| Farmers & Merchants Investments Inc. | 0.18% | Add +0.1% | 43,761 | $5.5M |
| Kingdom Financial Group LLC. | 4.01% | Reduce -4.2% | 43,415 | $5.5M |
| Mullaney, Keating & Wright, Inc. | 3.68% | Reduce -1.3% | 43,314 | $5.5M |
| Councilor Wealth, LLC | 2.71% | Reduce -5.7% | 43,089 | $5.4M |
| XML Financial, LLC | 0.49% | Add +0.0% | 41,844 | $5.3M |
| Jane Street Group, LLC | 0.01% | New | 41,827 | $5.3M |
| Principal Financial Group Inc. | 0.00% | Add +7.3% | 41,300 | $5.2M |
| Aldebaran Capital, LLC | 4.78% | Reduce -0.9% | 40,045 | $5.0M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +0.3% | 39,843 | $5.0M |
| NewEdge Wealth, LLC | 0.09% | Reduce -5.7% | 39,763 | $5.0M |
| Vance Wealth, LLC | 1.85% | Reduce -12.0% | 39,005 | $4.9M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -3.0% | 38,454 | $4.8M |
| &partners | 0.05% | Reduce -13.1% | 38,082 | $4.7M |
| Mather Group, Llc. | 0.05% | Reduce -0.0% | 37,439 | $4.7M |
| First Merchants Corp. | 0.19% | Add +52.9% | 37,199 | $4.7M |
| McAdam, LLC | 0.29% | Reduce -30.7% | 36,884 | $4.6M |
| Community Bank, N.A. | 0.62% | Add +2.4% | 36,608 | $4.6M |
| LifeWealth Investments, LLC | 2.19% | Add +77.7% | 36,228 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -15.0% | 36,088 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -15.1% | 35,936 | $4.5M |
| Wealthspire Advisors, LLC | 0.03% | Add +121.5% | 35,472 | $4.5M |
| CoreCap Advisors, LLC | 0.19% | Add +38.3% | 34,356 | $4.3M |
| Investment Partners, LTD. | 1.78% | Reduce -3.7% | 34,154 | $4.3M |
| Brady Martz Wealth Solutions, LLC | 0.96% | Reduce -1.5% | 33,632 | $4.2M |
| Simplicity Wealth,LLC | 0.33% | Add +1642.2% | 33,363 | $4.2M |
| Park Avenue Securities LLC | 0.05% | Reduce -9.1% | 33,074 | $4.2M |
| LWM Advisors Inc. | 4.87% | Add +0.6% | 32,137 | $4.1M |
| Focus Financial Network, Inc. | 0.16% | Add +2.3% | 31,484 | $4.0M |
| Pathstone Holdings, LLC | 0.02% | Reduce -9.4% | 31,212 | $3.9M |
| Falcon Wealth Planning | 0.43% | Reduce -1.8% | 30,968 | $3.9M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 30,708 | $3.9M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -2.5% | 30,460 | $3.8M |
| Glenmede Trust Co. NA | 0.02% | Add +54.5% | 30,408 | $3.8M |
| Estate Counselors, LLC | 0.40% | New | 30,250 | $3.8M |
| Bridges Investment Management Inc. | 0.05% | Add +0.2% | 30,048 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -5.6% | 29,712 | $3.7M |
| Regions Financial Corp. | 0.03% | Add +1.9% | 29,562 | $3.7M |
| Whitaker-Myers Wealth Managers, LTD. | 1.02% | Add +3.3% | 28,959 | $3.6M |
| ARK & TLK Investments, LLC | 1.26% | No change | 28,477 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | New | 28,252 | $3.6M |
| Northeast Financial Consultants Inc | 0.16% | No change | 27,828 | $3.5M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -0.6% | 27,775 | $3.5M |
| Connecticut Wealth Management, LLC | 0.18% | No change | 27,609 | $3.5M |
| VestGen Advisors, LLC | 0.16% | — | 27,357 | $3.4M |
| City Holding Co. | 0.47% | Reduce -0.2% | 26,560 | $3.3M |
| Sage Financial Group Inc. | 0.26% | Reduce -0.5% | 25,430 | $3.2M |
| Hapanowicz & Associates Financial Services, Inc | 1.77% | Reduce -9.6% | 25,308 | $3.2M |
| Fidelis Capital Partners, LLC | 0.33% | Add +0.2% | 25,629 | $3.1M |
| Forte Capital LLC | 0.37% | Reduce -5.0% | 24,693 | $3.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -0.2% | 24,550 | $3.1M |
| Blair William & Co. | 0.01% | Reduce -1.6% | 24,528 | $3.1M |
| HBK Sorce Advisory LLC | 0.09% | Reduce -0.1% | 24,277 | $3.1M |
| Private Wealth Asset Management, LLC | 0.44% | — | 24,062 | $3.0M |
| Harbor Investment Advisory, LLC | 0.29% | No change | 23,644 | $3.0M |
| Widmann Financial Services, Inc. | 2.29% | Add +3.0% | 23,419 | $3.0M |
| MSH Capital Advisors LLC | 0.91% | Reduce -2.7% | 23,282 | $2.9M |
| Brown Advisory Inc. | 0.00% | Add +13.6% | 22,599 | $2.8M |
| Amarillo National Bank | 0.55% | No change | 22,592 | $2.8M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -1.7% | 22,462 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -1.2% | 22,257 | $2.8M |
| Equitable Trust Co. | 0.16% | Add +20.5% | 22,255 | $2.8M |
| Atria Investments, Inc | 0.04% | Reduce -21.8% | 22,050 | $2.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.3% | 22,028 | $2.8M |
| Millstone Evans Group, LLC | 1.87% | Reduce -1.5% | 21,899 | $2.8M |
| Condor Capital Management | 0.25% | Reduce -17.4% | 21,593 | $2.7M |
| Sigma Planning Corp | 0.09% | Add +12.1% | 21,488 | $2.7M |
| Noble Family Wealth, LLC | 0.73% | No change | 21,069 | $2.7M |
| New Age Alpha Advisors, LLC | 0.12% | New | 20,991 | $2.6M |
| Stock Yards Bank & Trust Co. | 0.09% | Reduce -3.0% | 20,785 | $2.6M |
| First Pacific Financial | 0.53% | Reduce -0.4% | 20,704 | $2.6M |
| Atlas Brown,Inc. | 0.91% | Reduce -0.4% | 20,611 | $2.6M |
| FAS Wealth Partners, Inc. | 0.21% | Reduce -6.1% | 20,557 | $2.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.75% | Reduce -6.0% | 20,466 | $2.6M |
| Geneos Wealth Management Inc. | 0.08% | Add +1.7% | 19,924 | $2.5M |
| Merit Financial Group, LLC | 0.04% | Reduce -6.3% | 19,821 | $2.5M |
| Whitegate Investment Counselors, Inc. | 0.89% | No change | 19,817 | $2.5M |
| Auour Investments LLC | 0.90% | Reduce -33.2% | 20,314 | $2.5M |
| Brighton Jones LLC | 0.08% | Reduce -5.0% | 19,626 | $2.5M |
| Eukles Asset Management | 1.07% | Reduce -1.0% | 19,355 | $2.4M |
| Brown Brothers Harriman & Co. | 0.02% | Add +93.5% | 18,845 | $2.4M |
| Townsquare Capital LLC | 0.03% | Add +1.2% | 18,818 | $2.4M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -65.8% | 18,738 | $2.4M |
| AdvisorNet Financial, Inc | 0.17% | Add +0.9% | 18,453 | $2.3M |
| BlackRock, Inc. | 0.00% | Reduce -43.3% | 18,346 | $2.3M |
| Choreo, LLC | 0.04% | Reduce -5.6% | 18,290 | $2.3M |
| Tectonic Advisors LLC | 0.14% | Add +12.7% | 18,185 | $2.3M |
| Wesbanco Bank Inc. | 0.08% | Reduce -1.1% | 18,147 | $2.3M |
| Whittier Trust Co. | 0.03% | No change | 18,083 | $2.3M |
| Telos Capital Management, Inc. | 0.25% | Add +4.9% | 17,985 | $2.3M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 17,804 | $2.2M |
| Washington Trust Bank | 0.22% | Add +55.4% | 17,597 | $2.2M |
| Financial Counselors Inc. | 0.03% | Add +9.4% | 17,570 | $2.2M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Reduce -1.9% | 17,494 | $2.2M |
| Cerity Partners LLC | 0.00% | Reduce -28.1% | 16,981 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +10.9% | 16,061 | $2.1M |
| United Asset Strategies, Inc. | 0.20% | Add +2.2% | 16,714 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -0.9% | 16,713 | $2.1M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -2.7% | 16,495 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.9% | 16,337 | $2.1M |
| Strive Asset Management, LLC | 1.42% | Reduce -11.9% | 16,240 | $2.0M |
| Principal Securities, Inc. | 0.05% | No change | 15,768 | $2.0M |
| Ballentine Partners, LLC | 0.04% | No change | 16,161 | $2.0M |
| TFB Advisors LLC | 0.58% | Add +2.5% | 15,927 | $2.0M |
| Sequent Asset Management, LLC | 1.09% | No change | 15,536 | $2.0M |
| SageView Advisory Group, LLC | 0.08% | Reduce -4.8% | 15,358 | $1.9M |
| Alpine Bank Wealth Management | 0.31% | — | 15,170 | $1.9M |
| Bessemer Group Inc. | 0.00% | Reduce -5.0% | 15,127 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +14.8% | 14,945 | $1.9M |
| Freedom Investment Management, Inc. | 0.16% | Reduce -7.8% | 14,764 | $1.9M |
| Quadrant Capital Group LLC | 0.07% | No change | 14,474 | $1.8M |
| Beacon Bank & Trust | 0.44% | Add +19.3% | 14,467 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Reduce -5.3% | 14,316 | $1.8M |
| TradeLink Capital LLC | 10.97% | New | 14,100 | $1.8M |
| Horst & Graben Wealth Management LLC | 0.32% | Reduce -2.2% | 13,997 | $1.8M |
| Peloton Wealth Strategists | 0.75% | Add +2.3% | 13,906 | $1.8M |
| WCG Wealth Advisors LLC | 0.13% | Add +0.2% | 13,854 | $1.7M |
| Tradition Wealth Management, LLC | 0.15% | No change | 13,781 | $1.7M |
| Performance Wealth Partners, LLC | 0.06% | Reduce -15.8% | 13,722 | $1.7M |
| Home Federal Bank of Tennessee | 0.51% | Reduce -1.1% | 13,620 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -25.2% | 13,398 | $1.7M |
| FineMark National Bank & Trust | 0.06% | Reduce -18.2% | 13,392 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -16.6% | 14,149 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 13,005 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -76.3% | 12,963 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -76.3% | 12,963 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.09% | Reduce -2.0% | 12,907 | $1.6M |
| First Foundation Advisors | 0.07% | Add +23.2% | 12,779 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -5.7% | 12,747 | $1.6M |
| Intrepid Financial Planning Group LLC | 0.74% | Add +0.9% | 12,697 | $1.6M |
| Eagle Strategies LLC | 0.28% | Add +2.7% | 12,628 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.2% | 12,560 | $1.6M |
| Stonegate Investment Group, LLC | 0.04% | Add +8.4% | 12,530 | $1.6M |
| Rehmann Capital Advisory Group | 0.10% | Reduce -1.0% | 12,402 | $1.6M |
| BHK Investment Advisors, LLC | 0.66% | Reduce -2.2% | 12,388 | $1.6M |
| MV Capital Management, Inc. | 0.16% | Add +2.3% | 12,073 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -2.4% | 12,069 | $1.5M |
| MWA Asset Management | 1.05% | Add +1.3% | 12,029 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +5.8% | 12,021 | $1.5M |
| UNIVEST FINANCIAL Corp | 0.10% | No change | 11,926 | $1.5M |
| Heck Capital Advisors, LLC | 0.16% | Add +88.2% | 11,604 | $1.5M |
| Pure Financial Advisors, LLC | 0.03% | Add +1.4% | 11,578 | $1.5M |
| Bank of Hawaii | 0.08% | Reduce -4.8% | 11,511 | $1.5M |
| Pacific Sun Financial Corp | 0.82% | Reduce -1.7% | 11,474 | $1.4M |
| Park Place Capital Corp | 0.39% | Reduce -8.0% | 11,470 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -13.8% | 11,371 | $1.4M |
| Naviter Wealth, LLC | 0.17% | No change | 11,407 | $1.4M |
| Trivium Point Advisory, LLC | 0.18% | Reduce -1.8% | 11,295 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +0.5% | 11,236 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -4.2% | 11,058 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.20% | Add +1.1% | 10,992 | $1.4M |
| Legacy Bridge, LLC | 0.76% | No change | 10,781 | $1.4M |
| Renasant Bank | 0.90% | Reduce -0.5% | 10,778 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Reduce -12.2% | 10,730 | $1.4M |
| Broadview Financial Management, LLC | 1.01% | Reduce -1.3% | 10,730 | $1.4M |
| CW Advisors, LLC | 0.02% | Add +70.7% | 10,580 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +171.2% | 10,590 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +1.5% | 10,582 | $1.3M |
| My Legacy Advisors, LLC | 0.51% | Reduce -2.0% | 10,565 | $1.3M |
| Norden Group LLC | 0.15% | No change | 10,384 | $1.3M |
| Callan Family Office, LLC | 0.10% | No change | 10,360 | $1.3M |
| Courier Capital LLC | 0.09% | No change | 10,348 | $1.3M |
| Causey Wealth LLC | 0.73% | Reduce -7.3% | 10,303 | $1.3M |
| Affinity Capital Advisors, LLC | 0.26% | Reduce -4.9% | 11,066 | $1.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -3.0% | 10,228 | $1.3M |
| Insight 2811, Inc. | 0.65% | Reduce -1.6% | 10,215 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | Add +14.6% | 10,178 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Reduce -10.0% | 10,152 | $1.3M |
| Financial Guidance Group, Inc. | 0.67% | Add +0.0% | 9,894 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -1.6% | 9,872 | $1.2M |
| Roberts Financial Services LLC | 0.24% | Reduce -12.7% | 9,778 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -11.5% | 9,750 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -27.0% | 9,748 | $1.2M |
| Country Club Bank | 0.08% | Add +15.6% | 9,733 | $1.2M |
| STAR Financial Bank | 0.88% | Reduce -18.0% | 9,571 | $1.2M |
| Evensky & Katz LLC | 0.08% | Reduce -0.1% | 9,492 | $1.2M |
| National Philanthropic Trust | 0.02% | No change | 9,466 | $1.2M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 9,389 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Add +1.7% | 9,319 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -20.2% | 9,260 | $1.2M |
| RPg Family Wealth Advisory, LLC | 0.32% | New | 9,018 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Add +1.7% | 9,013 | $1.1M |
| Boston Partners | 0.00% | Reduce -33.1% | 9,060 | $1.1M |
| Sonata Capital Group Inc. | 0.49% | Reduce -3.5% | 8,891 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -1.5% | 8,880 | $1.1M |
| PGIM Custom Harvest LLC | 0.03% | Reduce -1.8% | 8,871 | $1.1M |
| Pointe Capital Management LLC | 0.65% | Add +8.5% | 8,862 | $1.1M |
| First National Trust Co | 0.04% | No change | 8,734 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 8,693 | $1.1M |
| Truepoint, Inc. | 0.03% | Reduce -0.7% | 8,656 | $1.1M |
| Trust Point Inc. | 0.10% | No change | 8,578 | $1.1M |
| Private Trust Co. NA | 0.11% | Reduce -5.3% | 8,542 | $1.1M |
| Cozad Asset Management Inc. | 0.11% | Reduce -1.2% | 8,520 | $1.1M |
| Luts & Greenleigh Group, Inc. | 1.06% | Reduce -1.0% | 8,462 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.6% | 8,440 | $1.1M |
| SOL Capital Management CO | 0.12% | No change | 8,411 | $1.1M |
| Capital Analysts, LLC | 0.04% | Add +2.0% | 8,397 | $1.1M |
| Viewpoint Capital Management LLC | 0.57% | Reduce -5.1% | 8,389 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.09% | New | 8,382 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -11.8% | 8,323 | $1.0M |
| Allegheny Financial Group | 0.26% | Reduce -7.6% | 8,121 | $1.0M |
| Fortis Capital Advisors, LLC | 0.21% | New | 8,111 | $1.0M |
| Belpointe Asset Management LLC | 0.05% | Add +218.6% | 8,111 | $1.0M |
| CENTRAL TRUST Co | 0.03% | Reduce -2.3% | 8,098 | $1.0M |
| Warwick Investment Management, Inc. | 0.21% | No change | 8,081 | $1.0M |
| AQR Capital Management | 0.00% | Add +18.6% | 8,080 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +5.8% | 7,959 | $1.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.32% | No change | 7,850 | $989K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -34.0% | 7,748 | $987K |
| Glenview Trust Co | 0.02% | Reduce -2.3% | 7,780 | $980K |
| IFP Advisors, Inc | 0.03% | Add +6.1% | 7,688 | $969K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.0% | 7,667 | $966K |
| Cadence Bank | 0.07% | Reduce -0.6% | 7,644 | $963K |
| Saxon Interests, Inc. | 0.44% | Reduce -1.3% | 7,532 | $949K |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Add +0.8% | 7,494 | $944K |
| Integrity Alliance, Llc. | 0.04% | New | 7,449 | $938K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.0% | 7,445 | $938K |
| Wedgewood Investors Inc. | 1.10% | No change | 7,346 | $925K |
| Private Management Group Inc. | 0.03% | Reduce -0.5% | 7,326 | $923K |
| Sound View Wealth Advisors Group, LLC | 0.07% | No change | 7,253 | $914K |
| Mutual Advisors, LLC | 0.03% | Add +0.7% | 7,431 | $905K |
| Prossimo Advisors, LLC | 0.68% | Reduce -2.8% | 7,177 | $904K |
| Five Oceans Advisors | 0.43% | Reduce -1.3% | 7,163 | $902K |
| Centennial Bank | 0.43% | Add +32.7% | 7,127 | $898K |
| Tranquility Partners, LLC | 0.35% | No change | 7,107 | $895K |
| Intergy Private Wealth, LLC | 0.34% | Reduce -0.1% | 7,095 | $894K |
| Global Wealth Management Investment Advisory, Inc. | 0.18% | Reduce -1.8% | 7,076 | $891K |
| Intrust Bank NA | 0.09% | No change | 6,955 | $876K |
| Bailard, Inc. | 0.02% | No change | 6,909 | $870K |
| Rebalance, LLC | 0.06% | Add +0.3% | 6,889 | $868K |
| Graypoint LLC | 0.05% | No change | 6,884 | $867K |
| Ade, LLC | 0.50% | Reduce -7.3% | 6,825 | $860K |
| Arax Advisory Partners | 0.06% | Reduce -1.9% | 6,815 | $858K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.22% | Add +2.5% | 6,776 | $854K |
| Thomasville National Bank | 0.06% | Reduce -12.0% | 6,770 | $853K |
| Avior Wealth Management, LLC | 0.03% | Add +0.3% | 6,684 | $842K |
| Nicolet Advisory Services, LLC | 0.08% | Add +39.4% | 7,268 | $838K |
| Auxano Advisors, LLC | 0.22% | No change | 6,649 | $838K |
| Lanark Financial, Inc. | 0.07% | — | 6,577 | $828K |
| Parkshore Wealth Management, Inc. | 0.48% | Add +0.0% | 6,544 | $824K |
| MCF Advisors LLC | 0.06% | Reduce -25.8% | 6,445 | $812K |
| Revolve Wealth Partners, LLC | 0.12% | Add +0.0% | 6,440 | $811K |
| Apollon Wealth Management, LLC | 0.02% | Add +62.7% | 6,316 | $796K |
| Arkadios Wealth Advisors | 0.03% | Reduce -1.1% | 6,240 | $786K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -17.2% | 6,174 | $778K |
| Linscomb Wealth, Inc. | 0.04% | No change | 6,171 | $777K |
| Farther Finance Advisors, LLC | 0.02% | Add +122.9% | 6,159 | $777K |
| Summit Financial, LLC | 0.02% | Reduce -62.5% | 6,168 | $777K |
| Prosperity Planning, Inc. | 0.35% | Reduce -1.0% | 6,160 | $776K |
| Cary Street Partners Financial LLC | 0.02% | No change | 6,139 | $773K |
| HB Wealth Management, LLC | 0.01% | Add +11.6% | 6,103 | $769K |
| Mycio Wealth Partners, LLC | 0.18% | Add +0.3% | 6,010 | $757K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.31% | Add +11.4% | 6,373 | $747K |
| Harbour Capital Advisors, LLC | 0.18% | No change | 6,150 | $744K |
| Parallel Advisors, LLC | 0.02% | Add +120.3% | 5,859 | $738K |
| Stegner Investment Associates Inc. | 0.52% | Reduce -2.0% | 5,859 | $738K |
| NorthRock Partners, LLC | 0.02% | Reduce -27.5% | 5,839 | $736K |
| HUB Investment Partners, LLC | 0.03% | Reduce -94.4% | 5,823 | $733K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 5,814 | $732K |
| Jefferies Financial Group Inc. | 0.01% | No change | 5,733 | $722K |
| StoneX Group Inc. | 0.04% | Reduce -2.8% | 5,706 | $719K |
| Busey Bank | 0.02% | Reduce -14.6% | 5,684 | $716K |
| Gryphon Financial Partners LLC | 0.11% | Add +1.7% | 5,677 | $715K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +4589.3% | 5,674 | $715K |
| Romano Brothers and Company | 0.09% | Reduce -0.9% | 5,668 | $714K |
| Ballew Advisors, Inc | 0.48% | Reduce -0.9% | 6,064 | $710K |
| Stonebridge Financial Planning Group, LLC | 0.32% | Add +0.5% | 5,590 | $704K |
| IHT Wealth Management, LLC | 0.02% | Reduce -7.4% | 5,581 | $703K |
| Perennial Investment Advisors, LLC | 0.08% | Add +2.9% | 5,517 | $695K |
| Freestone Capital Holdings, LLC | 0.03% | Add +2.7% | 5,442 | $686K |
| Legacies Wealth LLC | 0.50% | Add +16.7% | 5,414 | $682K |
| Monetary Management Group Inc. | 0.18% | Add +12.6% | 5,350 | $674K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.2% | 5,318 | $670K |
| Regimen Wealth, LLC | 0.21% | Add +0.3% | 5,270 | $664K |
| Quest 10 Wealth Builders, Inc. | 0.71% | Add +0.8% | 5,265 | $663K |
| Colonial Trust Co / SC | 0.10% | Reduce -5.0% | 5,189 | $654K |
| One Day In July LLC | 0.07% | No change | 5,168 | $651K |
| Savvy Advisors, Inc. | 0.07% | Add +25.3% | 5,154 | $649K |
| Assetmark, Inc. | 0.00% | Add +8.8% | 5,104 | $643K |
| Prudential Financial Inc. | 0.00% | Add +27.5% | 5,100 | $642K |
| Davis R M Inc. | 0.01% | Add +6.4% | 5,076 | $639K |
| Evoke Wealth, LLC | 0.02% | No change | 5,073 | $639K |
| Cordant, Inc. | 0.33% | No change | 5,042 | $635K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,040 | $635K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +2.8% | 5,026 | $633K |
| World Investment Advisors | 0.02% | Reduce -4.9% | 5,018 | $632K |
| Diversified Trust Co. | 0.02% | Reduce -13.8% | 5,012 | $631K |
| Port Capital LLC | 0.03% | Reduce -11.8% | 5,010 | $631K |
| Willner & Heller, LLC | 0.58% | Reduce -2.0% | 4,982 | $628K |
| Mosaic Family Wealth Partners, LLC | 0.09% | Reduce -1.5% | 4,892 | $616K |
| Schechter Investment Advisors, LLC | 0.05% | No change | 4,885 | $615K |
| Spire Wealth Management | 0.02% | Reduce -2.0% | 4,885 | $615K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Add +0.5% | 4,864 | $613K |
| Brookstone Capital Management | 0.01% | Reduce -40.7% | 4,864 | $613K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.3% | 4,840 | $610K |
| Canandaigua National Bank & Trust Co. | 0.06% | Reduce -4.0% | 4,838 | $609K |
| Rockland Trust Co. | 0.03% | Reduce -2.0% | 4,796 | $604K |
| Phillips Financial Management, LLC | 0.05% | Reduce -1.4% | 4,790 | $603K |
| Arcadia Wealth Management, LLC | 0.30% | Add +0.5% | 4,786 | $603K |
| Sandy Spring Bank | 0.03% | Reduce -1.6% | 4,772 | $601K |
| Marcum Wealth, LLC | 0.05% | Reduce -0.7% | 4,770 | $601K |
| Ieq Capital, LLC | 0.00% | Reduce -18.0% | 4,693 | $591K |
| Valmark Advisers, Inc. | 0.01% | Add +1.7% | 4,635 | $584K |
| Smith & Howard Wealth Management, LLC | 0.16% | No change | 4,617 | $582K |
| Sax Wealth Advisors, LLC | 0.04% | Add +40.6% | 4,574 | $576K |
| Retirement Income Solutions, Inc. | 0.12% | Reduce -8.4% | 4,548 | $573K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.65% | No change | 4,529 | $571K |
| Highland Capital Management, LLC | 0.03% | Reduce -8.1% | 4,526 | $570K |
| Essex Financial Services, Inc. | 0.04% | Add +2.4% | 4,511 | $568K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.1% | 4,493 | $566K |
| DAVENPORT & Co LLC | 0.00% | Add +0.4% | 4,482 | $565K |
| Missouri Trust & Investment Co | 0.20% | No change | 4,475 | $564K |
| Signal Advisors Wealth, LLC | 0.06% | Add +7.0% | 4,474 | $564K |
| WASHINGTON TRUST Co | 0.02% | No change | 4,472 | $563K |
| Manchester Capital Management LLC | 0.07% | No change | 4,376 | $551K |
| Cornerstone Financial Group, LLC | 0.50% | Add +0.2% | 4,262 | $550K |
| Red Tortoise LLC | 0.29% | No change | 4,342 | $547K |
| Bensler, LLC | 0.07% | Add +0.0% | 4,332 | $546K |
| Flputnam Investment Management Co. | 0.01% | Reduce -1.1% | 4,315 | $544K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -6.2% | 4,240 | $534K |
| American Trust | 0.13% | Reduce -60.9% | 4,226 | $532K |
| Geometric Wealth Advisors | 0.09% | No change | 4,222 | $532K |
| Pinnacle Bancorp, Inc. | 0.17% | Reduce -0.9% | 4,215 | $531K |
| Berkeley, Inc | 0.25% | Reduce -11.0% | 4,207 | $530K |
| Pallas Capital Advisors LLC | 0.02% | No change | 4,163 | $524K |
| QRG Capital Management, Inc. | 0.01% | Add +64.3% | 4,161 | $524K |
| Sowell Financial Services LLC | 0.02% | Reduce -91.3% | 4,151 | $523K |
| City Center Advisors, LLC | 0.61% | Reduce -4.4% | 4,150 | $523K |
| Mathes Company, Inc. | 0.21% | Reduce -19.4% | 4,145 | $522K |
| Eight 31 Financial, LLC | 0.33% | No change | 4,104 | $517K |
| Granite FO LLC | 0.29% | No change | 4,043 | $509K |
| PFG Investments, LLC | 0.03% | Reduce -0.4% | 4,012 | $505K |
| Skyline Advisors, Inc. | 0.20% | Add +0.3% | 3,973 | $501K |
| JP Wealth Management, Inc. | 0.40% | No change | 5,868 | $499K |
| Guardian Asset Advisors, LLC | 0.33% | Add +0.9% | 3,960 | $499K |
| Annex Advisory Services, LLC | 0.01% | Reduce -2.5% | 3,870 | $488K |
| First United Bank & Trust | 0.18% | Reduce -1.9% | 3,836 | $483K |
| First National Bank of Omaha | 0.03% | No change | 3,829 | $482K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,826 | $482K |
| Western Wealth Management, LLC | 0.03% | Add +10.1% | 3,803 | $479K |
| 1ST Source Bank | 0.03% | No change | 3,802 | $479K |
| Granite Group Advisors, LLC | 0.33% | No change | 3,800 | $479K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -12.1% | 3,773 | $475K |
| Quantinno Capital Management LP | 0.00% | New | 3,763 | $474K |
| Enclave Advisors LLC | 0.08% | No change | 3,761 | $474K |
| Financial Management Network Inc. | 0.11% | Reduce -2.0% | 4,172 | $471K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 3,730 | $470K |
| Choate Investment Advisors | 0.01% | No change | 3,719 | $468K |
| Atticus Wealth Management, LLC | 0.15% | Reduce -1.7% | 3,702 | $466K |
| Evanson Asset Management, LLC | 0.03% | Add +0.0% | 3,697 | $466K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -0.1% | 3,690 | $465K |
| National Bank of Canada | 0.00% | Reduce -12.7% | 3,680 | $464K |
| Financial Alternatives, Inc | 0.33% | No change | 3,662 | $461K |
| Quadrature Capital Ltd | 0.01% | Reduce -85.4% | 3,655 | $461K |
| Friday Financial | 0.27% | Reduce -11.0% | 3,556 | $454K |
| Dynamic Financial Group | 0.45% | Reduce -0.3% | 3,582 | $451K |
| Simmons Bank | 0.03% | No change | 3,573 | $450K |
| Total Wealth Planning, LLC | 0.07% | Reduce -3.3% | 3,562 | $449K |
| First Western Trust Bank | 0.02% | Reduce -8.8% | 3,558 | $448K |
| Guidance Point Advisors, LLC | 0.13% | Add +0.4% | 3,545 | $447K |
| Zhang Financial LLC | 0.02% | Reduce -3.2% | 3,528 | $444K |
| Baker Ellis Asset Management LLC | 0.06% | Add +0.5% | 3,517 | $443K |
| Drucker Wealth 3.0, LLC | 0.10% | Reduce -0.3% | 3,512 | $442K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +27.5% | 3,510 | $442K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -5.5% | 3,499 | $439K |
| Finley Financial, LLC | 0.24% | Reduce -1.3% | 3,565 | $438K |
| Cooper Financial Group | 0.06% | Reduce -5.8% | 3,469 | $437K |
| Liberty Square Wealth Partners LLC | 0.17% | No change | 3,441 | $433K |
| Compass Ion Advisors, LLC | 0.05% | Add +0.1% | 3,433 | $432K |
| NCM Capital Management, LLC | 0.19% | No change | 3,400 | $428K |
| Stevens Capital Partners | 0.20% | Add +4.3% | 3,394 | $428K |
| LJI Wealth Management, LLC | 0.08% | Reduce -10.6% | 3,365 | $424K |
| LGT Financial Advisors LLC | 1.29% | Add +0.4% | 3,355 | $423K |
| PFG Advisors | 0.02% | No change | 3,349 | $422K |
| Pinnacle Associates Ltd. | 0.01% | Add +9.4% | 3,302 | $416K |
| Marshall Financial Group Inc. | 0.13% | Add +0.3% | 3,285 | $414K |
| Sterling Investment Counsel, LLC | 0.14% | Add +8.7% | 3,269 | $412K |
| Westmount Partners, LLC | 0.13% | Add +0.0% | 3,258 | $410K |
| Berkshire Asset Management LLC | 0.02% | Add +4.1% | 3,236 | $408K |
| Allen Investment Management, LLC | 0.00% | No change | 3,231 | $407K |
| Elm Partners Management LLC | 0.03% | Add +26.8% | 3,229 | $407K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -8.6% | 3,190 | $402K |
| Composition Wealth, LLC | 0.01% | Add +26.7% | 3,190 | $402K |
| Dagco, Inc. | 0.13% | Add +0.0% | 3,188 | $402K |
| Clayton Financial Group LLC | 0.15% | Add +2.7% | 3,183 | $401K |
| Hancock Whitney Corp. | 0.01% | Reduce -3.0% | 3,165 | $399K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -1.7% | 3,162 | $398K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -1.2% | 3,161 | $398K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 3,151 | $397K |
| Allworth Financial LP | 0.00% | Add +0.1% | 3,243 | $396K |
| Trilogy Capital Inc. | 0.02% | Add +0.1% | 3,134 | $395K |
| WealthPLAN Partners, LLC | 0.06% | Add +8.9% | 3,105 | $391K |
| Flow Traders U.S. LLC | 0.02% | New | 3,101 | $391K |
| Rockbridge Investment Management, LCC | 0.05% | Reduce -33.0% | 3,101 | $391K |
| Holland Advisory Services, Inc. | 0.59% | Reduce -0.8% | 3,089 | $389K |
| Cranbrook Wealth Management, LLC | 0.09% | Reduce -5.8% | 3,085 | $389K |
| Topsail Wealth Management, LLC | 0.08% | Add +49.0% | 3,084 | $388K |
| Glass Jacobson Investment Advisors llc | 0.13% | No change | 3,003 | $388K |
| Private Client Services, LLC | 0.19% | Add +0.2% | 3,064 | $386K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 3,021 | $381K |
| Flagstar Securities, Inc. | 0.10% | Reduce -2.7% | 3,006 | $379K |
| Cynosure Group, LLC | 0.05% | No change | 3,003 | $378K |
| SCS Capital Management LLC | 0.00% | New | 3,001 | $378K |
| First Bancorp, Inc | 0.25% | No change | 3,000 | $378K |
| Pittenger & Anderson Inc. | 0.01% | No change | 3,000 | $378K |
| Richardson Capital Management LLC | 0.23% | Add +0.8% | 2,989 | $377K |
| Firestone Capital Management | 0.10% | No change | 2,960 | $373K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 2,939 | $370K |
| Partners in Financial Planning | 0.07% | No change | 2,909 | $367K |
| Financial Advocates Investment Management | 0.03% | Reduce -7.5% | 2,909 | $366K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.0% | 2,905 | $366K |
| Continuum Advisory, LLC | 0.05% | Add +1.2% | 2,887 | $364K |
| Pinion Investment Advisors, LLC | 0.08% | Reduce -4.7% | 2,873 | $362K |
| Tudor Investment Corporation | 0.00% | New | 2,868 | $361K |
| Neuberger Berman Group LLC | 0.00% | Add +1.6% | 2,860 | $360K |
| Apella Capital, LLC | 0.01% | Add +0.3% | 2,976 | $355K |
| Davidson Trust Co. | 0.17% | Reduce -1.0% | 2,810 | $354K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -11.4% | 2,806 | $353K |
| Breakwater Capital Group | 0.06% | No change | 2,802 | $353K |
| Grove Bank & Trust | 0.05% | Reduce -0.0% | 2,797 | $352K |
| Cherry Tree Wealth Management, LLC | 0.08% | Add +1.3% | 2,791 | $352K |
| Bridgewater Advisors Inc. | 0.03% | New | 2,853 | $351K |
| Kanawha Capital Management LLC | 0.03% | Reduce -22.0% | 2,761 | $348K |
| Leeward Investments, LLC - MA | 0.02% | No change | 2,757 | $347K |
| Means Investment Co., Inc. | 0.04% | Add +0.2% | 2,757 | $347K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -17.6% | 2,755 | $347K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 2,731 | $344K |
| Anderson Hoagland & Co. | 0.04% | No change | 3,100 | $343K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -80.7% | 2,700 | $341K |
| Beacon Financial Advisory LLC | 0.10% | Add +1.3% | 2,700 | $340K |
| Decker Retirement Planning Inc. | 0.21% | Add +23.9% | 2,699 | $340K |
| First Financial Corp. | 0.16% | No change | 2,684 | $338K |
| Transce3nd, LLC | 0.15% | Add +19.7% | 2,675 | $337K |
| TFG Advisers LLC | 0.12% | Add +0.2% | 2,672 | $337K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -52.6% | 2,671 | $336K |
| Nicolet Bankshares Inc. | 0.07% | No change | 2,644 | $333K |
| NTV Asset Management LLC | 0.04% | No change | 2,626 | $331K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,619 | $330K |
| Nvest Financial, LLC | 0.18% | Add +1.0% | 2,613 | $329K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +84.1% | 2,609 | $329K |
| Mgo One Seven LLC | 0.01% | Add +0.1% | 2,597 | $327K |
| IFG Advisory, LLC | 0.02% | Reduce -0.8% | 2,586 | $326K |
| Acima Private Wealth, LLC | 0.12% | No change | 2,585 | $326K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -39.4% | 2,578 | $325K |
| Builder Investment Group Inc. | 0.09% | No change | 2,571 | $324K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -23.4% | 2,570 | $324K |
| Old National Bancorp | 0.01% | New | 2,570 | $324K |
| BCGM Wealth Management, LLC | 0.10% | Reduce -0.4% | 2,566 | $323K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +27.3% | 2,564 | $323K |
| Lloyd Advisory Services, LLC. | 0.16% | Add +0.7% | 2,552 | $321K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.2% | 2,545 | $321K |
| Rench Wealth Management, Inc. | 0.11% | No change | 2,541 | $320K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 2,533 | $319K |
| Ancora Advisors LLC | 0.01% | No change | 2,528 | $318K |
| Sovran Advisors, LLC | 0.04% | Add +4.0% | 2,687 | $318K |
| Compass Capital Corp. /Ma/ | 0.17% | Add +10.0% | 2,761 | $317K |
| Cohen Capital Management, Inc. | 0.05% | Reduce -7.8% | 2,518 | $317K |
| Magnus Financial Group LLC | 0.03% | Reduce -3.7% | 2,514 | $317K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -10.6% | 2,508 | $316K |
| Becker Capital Management Inc. | 0.01% | Reduce -3.6% | 2,504 | $315K |
| City National Bank of Florida | 0.28% | New | 2,500 | $315K |
| Bearing Point Capital, LLC | 0.07% | No change | 2,500 | $315K |
| Ballast, Inc. | 0.09% | No change | 2,487 | $313K |
| FDx Advisors, Inc. | 0.10% | Reduce -3.8% | 2,467 | $311K |
| Snider Financial Group | 0.10% | Reduce -2.5% | 2,465 | $311K |
| Aspiriant, LLC | 0.01% | No change | 2,458 | $310K |
| Keel Point, LLC | 0.02% | Add +2.1% | 2,448 | $308K |
| Appleton Partners Inc. | 0.02% | No change | 2,447 | $308K |
| Moors & Cabot, Inc. | 0.02% | Reduce -10.1% | 2,444 | $308K |
| Planning Directions Inc. | 0.13% | New | 2,434 | $307K |
| Family Legacy, Inc. | 0.10% | Reduce -0.9% | 2,429 | $306K |
| Strategies Wealth Advisors, LLC | 0.04% | New | 2,420 | $305K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.0% | 2,418 | $305K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 2,416 | $304K |
| Key Financial Inc | 0.06% | No change | 2,352 | $296K |
| Pacific Financial Group Inc. | 0.24% | No change | 2,331 | $294K |
| Mission Wealth Management, LP | 0.01% | Add +11.2% | 2,326 | $293K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,311 | $291K |
| NBT Bank, N.A. | 0.02% | No change | 2,308 | $291K |
| Postrock Partners LLC | 0.14% | Add +6.4% | 2,306 | $290K |
| Corebridge Financial, Inc. | 0.00% | Reduce -11.5% | 2,300 | $290K |
| Theory Financial LLC | 0.12% | No change | 2,293 | $289K |
| Verdence Capital Advisors LLC | 0.02% | Add +18.0% | 2,282 | $287K |
| KilterHowling LLC | 0.19% | Add +0.4% | 2,281 | $287K |
| ORG Partners LLC | 0.07% | Reduce -13.2% | 2,268 | $286K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,268 | $286K |
| Aft, Forsyth & Company, Inc. | 0.15% | Add +0.1% | 2,267 | $286K |
| RDA Financial Network | 0.09% | No change | 2,263 | $285K |
| Fulton Bank, N.A. | 0.01% | No change | 2,214 | $279K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 2,211 | $278K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -32.4% | 2,206 | $278K |
| Cape Investment Advisory, Inc. | 0.11% | Add +0.3% | 2,195 | $277K |
| Signaturefd, LLC | 0.01% | Add +48.0% | 2,193 | $276K |
| Essex Bank | 0.07% | No change | 2,170 | $273K |
| Aire Advisors, LLC | 0.06% | Add +0.2% | 2,162 | $272K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,259 | $271K |
| Lee, Kelleher & Klein Wealth Management | 0.20% | No change | 2,135 | $269K |
| Headlands Technologies LLC | 0.03% | Reduce -2.6% | 2,131 | $268K |
| Northwest Financial Advisors | 0.22% | Reduce -0.7% | 2,119 | $267K |
| Caprock Group, LLC | 0.01% | New | 2,114 | $266K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,104 | $265K |
| Argent Trust Co | 0.01% | No change | 2,102 | $265K |
| Peak Financial Management, Inc. | 0.08% | No change | 2,100 | $265K |
| Nwam LLC | 0.02% | Reduce -7.1% | 2,099 | $264K |
| GTS Securities LLC | 0.01% | New | 2,091 | $263K |
| Delta Financial Group, Inc. | 0.06% | Add +0.2% | 2,039 | $261K |
| Legacy Financial Strategies, LLC | 0.06% | No change | 2,070 | $261K |
| Union Savings Bank | 0.13% | No change | 2,060 | $259K |
| SkyOak Wealth, LLC | 0.06% | Reduce -0.2% | 2,058 | $259K |
| Ruggaard & Associates LLC | 0.11% | No change | 2,057 | $259K |
| Altus Wealth Group LLC | 0.12% | Reduce -6.8% | 2,050 | $258K |
| Dentgroup LLC | 0.19% | Reduce -0.1% | 2,037 | $257K |
| Modern Wealth Management, LLC | 0.01% | Reduce -0.2% | 2,036 | $256K |
| Riverpoint Wealth Management Holdings, LLC | 0.07% | No change | 2,035 | $256K |
| Maryland Capital Advisors Inc. | 0.11% | No change | 2,028 | $255K |
| Regal Investment Advisors LLC | 0.02% | Reduce -8.4% | 2,025 | $255K |
| Roman Butler Fullerton & Co. | 0.10% | Add +0.1% | 2,150 | $255K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -25.2% | 2,005 | $253K |
| WealthShield Partners, LLC | 0.03% | No change | 2,000 | $252K |
| Marotta Asset Management | 0.05% | Add +17.6% | 1,902 | $252K |
| Argentarii, LLC | 0.12% | New | 1,996 | $251K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | No change | 1,988 | $250K |
| American Money Management, LLC | 0.05% | Reduce -2.2% | 1,982 | $250K |
| Ironwood Investment Counsel, LLC | 0.04% | No change | 1,973 | $249K |
| Insight Inv LLC | 0.17% | No change | 1,970 | $248K |
| First Hawaiian Bank | 0.04% | No change | 1,962 | $247K |
| Carolinas Wealth Consulting LLC | 0.05% | Add +48.0% | 1,951 | $246K |
| Empower Advisory Group, LLC | 0.00% | Reduce -26.7% | 1,943 | $245K |
| Moneco Advisors, LLC | 0.03% | No change | 1,937 | $244K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -4.5% | 1,926 | $243K |
| Richardson Financial Services Inc. | 0.18% | Add +12.4% | 1,923 | $242K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.3% | 1,920 | $242K |
| Citizens Financial Group Inc. | 0.00% | Add +0.3% | 1,913 | $241K |
| Montecito Bank & Trust | 0.04% | No change | 1,891 | $238K |
| SouthState Bank Corp | 0.01% | Add +3.0% | 1,889 | $238K |
| Bluespring Wealth Management, LLC | 0.02% | No change | 1,878 | $237K |
| River Wealth Advisors LLC | 0.03% | No change | 1,869 | $235K |
| Accelerate Investment Advisors LLC | 0.20% | Add +13.3% | 1,861 | $234K |
| Foster & Motley Inc. | 0.01% | No change | 1,856 | $234K |
| SMART Wealth LLC | 0.08% | Add +6.8% | 1,854 | $234K |
| Foundation Wealth Management, LLC\PA | 0.11% | Reduce -13.9% | 1,853 | $233K |
| Rahlfs Capital, LLC | 0.23% | No change | 1,850 | $233K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -4.3% | 1,821 | $229K |
| Glassman Wealth Services | 0.04% | Add +1.3% | 1,820 | $229K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -0.2% | 1,818 | $229K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -38.8% | 1,810 | $228K |
| Oarsman Capital, Inc. | 0.04% | Reduce -10.4% | 1,807 | $228K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -33.3% | 1,800 | $227K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -2.6% | 1,799 | $227K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -4.7% | 1,797 | $226K |
| Tsfg, LLC | 0.05% | Add +0.1% | 1,788 | $225K |
| Vaughan David Investments LLC | 0.01% | No change | 1,783 | $225K |
| Wolf Group Capital Advisors | 0.08% | New | 1,784 | $225K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +4.6% | 1,780 | $224K |
| Lathrop Investment Management Co. | 0.04% | No change | 1,781 | $224K |
| Resurgent Financial Advisors LLC | 0.14% | Reduce -1.4% | 1,778 | $224K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,770 | $223K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,755 | $221K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.2% | 1,737 | $219K |
| TPG Financial Advisors, LLC | 0.10% | Reduce -6.6% | 1,736 | $219K |
| FLP Wealth Management, LLC | 0.69% | Add +12.0% | 1,734 | $218K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +2.1% | 1,730 | $218K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,723 | $217K |
| Independence Bank of Kentucky | 0.03% | Reduce -47.0% | 1,721 | $217K |
| Wealthspire Retirement, LLC | 0.02% | No change | 1,709 | $215K |
| West Michigan Advisors, LLC | 0.07% | Add +0.8% | 1,706 | $215K |
| BostonPremier Wealth LLC | 0.13% | Reduce -15.6% | 1,705 | $215K |
| Triangle Securities Wealth Management | 0.06% | Add +0.2% | 1,704 | $215K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.7% | 1,697 | $214K |
| Legacy Advisors, LLC | 0.02% | No change | 1,680 | $212K |
| MIdWestOne Financial Group, Inc. | 0.03% | Reduce -19.1% | 1,669 | $210K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +3.4% | 1,668 | $210K |
| Haverford Trust Co | 0.00% | No change | 1,666 | $210K |
| Unified Investment Management | 0.25% | No change | 1,665 | $210K |
| SYM FINANCIAL Corp | 0.03% | No change | 1,663 | $210K |
| Fiera Capital Corp | 0.00% | No change | 1,663 | $209K |
| Princeton Global Asset Management LLC | 0.04% | Reduce -52.7% | 1,662 | $209K |
| Foundation Wealth Management, LLC | 0.16% | No change | 1,661 | $209K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -12.3% | 1,653 | $208K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 1,620 | $204K |
| Coston, McIsaac & Partners | 0.06% | No change | 1,623 | $204K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 1,607 | $202K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Reduce -17.6% | 1,597 | $202K |
| Associated Banc-Corp | 0.01% | Add +0.5% | 1,600 | $202K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 1,596 | $201K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 1,594 | $201K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.6% | 1,590 | $200K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 1,589 | $200K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Add +152.0% | 1,550 | $195K |
| REAP Financial Group, LLC | 0.05% | Reduce -30.5% | 1,471 | $185K |
| Parkworth Wealth Management, Inc. | 0.15% | Add +0.4% | 1,458 | $184K |
| Country Trust Bank | 0.00% | No change | 1,430 | $180K |
| Lazard Asset Management LLC | 0.00% | Reduce -12.5% | 1,400 | $176K |
| Versant Capital Management, Inc | 0.03% | No change | 1,396 | $176K |
| 2UniFi Bank | 0.11% | Reduce -12.6% | 1,320 | $173K |
| eCIO, Inc. | 0.07% | — | 1,369 | $172K |
| Rialto Wealth Management, LLC | 0.05% | Reduce -46.5% | 1,340 | $169K |
| Oakworth Capital, Inc. | 0.01% | Add +2.7% | 1,318 | $166K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,305 | $164K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,291 | $163K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -18.2% | 1,264 | $159K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,250 | $157K |
| GAMMA Investing LLC | 0.01% | No change | 1,237 | $156K |
| Lord & Richards Wealth Management, LLC | 0.17% | Reduce -55.3% | 1,205 | $152K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.4% | 1,184 | $149K |
| Townsend Asset Management Corp. /NC/ | 0.06% | Add +0.3% | 1,168 | $147K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,149 | $145K |
| Trust Co. of Vermont | 0.01% | No change | 1,114 | $140K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 1,108 | $140K |
| Kestra Investment Management, LLC | 0.00% | New | 1,108 | $140K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,093 | $138K |
| Blue Trust, Inc. | 0.00% | Reduce -34.7% | 1,067 | $134K |
| Pineridge Advisors LLC | 0.05% | Reduce -0.5% | 1,039 | $131K |
| High Note Wealth, LLC | 0.03% | No change | 1,037 | $131K |
| Elevation Wealth Partners, LLC | 0.05% | Reduce -6.5% | 999 | $126K |
| Russell Investments Group, Ltd. | 0.00% | Add +94.8% | 978 | $123K |
| Realta Investment Advisors | 0.06% | Add +20.4% | 961 | $121K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 961 | $121K |
| Midwest Capital Advisors, LLC | 0.07% | No change | 905 | $114K |
| Cutler Capital Management, LLC | 0.05% | No change | 886 | $112K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 862 | $109K |
| Smithfield Trust Co | 0.01% | Reduce -18.4% | 831 | $106K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -87.2% | 836 | $105K |
| Olistico Wealth, LLC | 0.06% | Reduce -2.5% | 823 | $104K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 814 | $103K |
| Pflug Koory, LLC | 0.06% | No change | 808 | $102K |
| Creative Financial Designs Inc. | 0.01% | No change | 785 | $99K |
| Bare Financial Services, Inc | 0.04% | No change | 784 | $99K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 751 | $97K |
| Holos Integrated Wealth LLC | 0.06% | No change | 767 | $97K |
| GeoWealth Management, LLC | 0.00% | Reduce -93.1% | 765 | $96K |
| Washington Trust Advisors, Inc. | 0.01% | Add +3.5% | 737 | $93K |
| Trust Co | 0.01% | No change | 717 | $90K |
| New Republic Capital, LLC | 0.04% | Add +248.2% | 679 | $86K |
| Steph & Co. | 0.03% | No change | 679 | $86K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.3% | 669 | $84K |
| Eastern Bank | 0.00% | No change | 660 | $83K |
| Sound Income Strategies, LLC | 0.00% | Reduce -4.5% | 654 | $82K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -4.6% | 624 | $79K |
| Stonebridge Financial Group, LLC | 0.01% | Reduce -10.9% | 623 | $79K |
| Sage Mountain Advisors LLC | 0.01% | No change | 618 | $78K |
| Brandywine Global Investment Management, LLC | 0.00% | Add +129.5% | 615 | $77K |
| Ridgewood Investments LLC | 0.04% | No change | 612 | $77K |
| Asset Dedication, LLC | 0.01% | No change | 611 | $77K |
| EPG Wealth Management LLC | 0.02% | Reduce -0.3% | 599 | $75K |
| Provident Wealth Management, LLC | 0.03% | No change | 596 | $75K |
| Synergy Investment Management, LLC | 0.03% | Reduce -37.5% | 587 | $74K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.3% | 572 | $72K |
| Rossby Financial, LCC | 0.03% | Reduce -79.5% | 581 | $71K |
| Beacon Capital Management, LLC | 0.01% | Reduce -5.3% | 558 | $70K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 556 | $70K |
| Flaharty Asset Management, LLC | 0.01% | New | 556 | $70K |
| United Community Bank | 0.03% | No change | 541 | $68K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -47.6% | 527 | $66K |
| Archer Investment Corp | 0.02% | No change | 524 | $66K |
| Ameriflex Group, Inc. | 0.03% | Reduce -18.7% | 521 | $66K |
| Riverview Trust Co | 0.06% | No change | 520 | $66K |
| Optimum Investment Advisors | 0.03% | No change | 516 | $65K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 516 | $65K |
| Financial Connections Group, Inc. | 0.03% | No change | 517 | $65K |
| McIlrath & Eck, LLC | 0.01% | No change | 513 | $65K |
| Reyes Financial Architecture, Inc. | 0.05% | No change | 496 | $62K |
| North Star Investment Management Corp. | 0.00% | No change | 494 | $62K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 483 | $61K |
| Bangor Savings Bank | 0.01% | No change | 466 | $59K |
| Operose Advisors LLC | 0.02% | No change | 465 | $59K |
| Colonial Trust Advisors | 0.01% | No change | 450 | $57K |
| Aventura Private Wealth, LLC | 0.03% | Reduce -2.3% | 435 | $55K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 420 | $53K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 416 | $52K |
| Private Wealth Management Group, LLC | 0.02% | No change | 415 | $52K |
| Biltmore Family Office, LLC | 0.01% | No change | 396 | $50K |
| Creekmur Asset Management LLC | 0.01% | Reduce -0.8% | 396 | $50K |
| McClarren Financial Advisors, Inc. | 0.03% | New | 251 | $49K |
| HM Payson & Co. | 0.00% | No change | 375 | $47K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 350 | $44K |
| Darwin Wealth Management, LLC | 0.01% | No change | 335 | $43K |
| Winnacle Wealth LLC | 0.04% | No change | 340 | $43K |
| JNBA Financial Advisors | 0.00% | No change | 339 | $43K |
| Investors Research Corp | 0.01% | Add +25.5% | 325 | $41K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 303 | $38K |
| Copia Wealth Management | 0.04% | No change | 300 | $38K |
| Kimelman & Baird, LLC | 0.00% | No change | 284 | $36K |
| Horizons Wealth Management | 0.03% | No change | 279 | $35K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 273 | $34K |
| Windsor Advisory Group, LLC | 0.04% | No change | 270 | $34K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 266 | $34K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 264 | $33K |
| Tortoise Investment Management, LLC | 0.00% | No change | 263 | $33K |
| Register Financial Advisors LLC | 0.02% | No change | 254 | $32K |
| Arlington Trust Co LLC | 0.01% | New | 253 | $32K |
| Crews Bank & Trust | 0.01% | No change | 253 | $32K |
| Nova Wealth Management, Inc. | 0.03% | No change | 252 | $32K |
| AlphaCore Capital LLC | 0.00% | New | 250 | $31K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -24.0% | 250 | $31K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 249 | $31K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 248 | $31K |
| Hughes Financial Services, LLC | 0.01% | New | 247 | $31K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 247 | $31K |
| City State Bank | 0.01% | No change | 240 | $30K |
| PrairieView Partners, LLC | 0.00% | No change | 243 | $30K |
| Gen-Wealth Partners Inc | 0.01% | Add +0.8% | 236 | $30K |
| Rothschild Investment LLC | 0.00% | No change | 225 | $28K |
| Abound Wealth Management | 0.01% | No change | 223 | $28K |
| American Capital Advisory, LLC | 0.01% | No change | 220 | $28K |
| Trifecta Capital Advisors, LLC | 0.01% | New | 220 | $28K |
| Capital A Wealth Management, LLC | 0.03% | Reduce -12.1% | 219 | $28K |
| Bank of New Hampshire | 0.01% | No change | 214 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -34.8% | 208 | $26K |
| Olde Wealth Management, LLC | 0.01% | New | 211 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 203 | $26K |
| Hoese & Co LLP | 0.02% | No change | 203 | $26K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -49.0% | 200 | $25K |
| Mechanics Financial Corp | 0.01% | No change | 197 | $25K |
| Rise Advisors, LLC | 0.01% | Add +0.5% | 194 | $24K |
| Peachtree Investment Partners, LLC | 0.01% | New | 191 | $24K |
| Avion Wealth | 0.01% | No change | 192 | $24K |
| TOWER TRUST & INVESTMENT Co | 0.02% | — | 190 | $23K |
| Roxbury Financial LLC | 0.02% | No change | 177 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -28.9% | 185 | $23K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 181 | $23K |
| Montag A & Associates Inc. | 0.00% | No change | 176 | $22K |
| Fairman Group, LLC | 0.02% | Add +0.6% | 164 | $21K |
| Albion Financial Group | 0.00% | Reduce -29.9% | 162 | $20K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -82.4% | 158 | $20K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -12.5% | 154 | $19K |
| 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 | $18K |
| Winthrop Capital Management, LLC | 0.01% | No change | 139 | $18K |
| Integrity Financial Corp | 0.01% | New | 135 | $17K |
| Center for Financial Planning, Inc. | 0.00% | Add +14.7% | 133 | $17K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 129 | $16K |
| Highline Wealth Partners LLC | 0.01% | No change | 127 | $16K |
| Smartleaf Asset Management LLC | 0.00% | New | 128 | $16K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 293 | $16K |
| Ascentis Wealth Management, LLC | 0.00% | New | 121 | $15K |
| Brooklyn Investment Group | 0.00% | Add +87.5% | 120 | $15K |
| Matrix Private Capital Group LLC | 0.01% | No change | 120 | $15K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 119 | $15K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 119 | $15K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 113 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 111 | $14K |
| MilWealth Group LLC | 0.00% | No change | 110 | $14K |
| Front Row Advisors LLC | 0.01% | No change | 109 | $14K |
| Evermay Wealth Management LLC | 0.00% | No change | 107 | $14K |
| Pacifica Partners Inc. | 0.01% | No change | 103 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 96 | $12K |
| Briaud Financial Planning Inc | 0.00% | New | 100 | $12K |
| Activest Wealth Management | 0.00% | No change | 95 | $12K |
| American National Bank & Trust | 0.00% | No change | 94 | $12K |
| Pingora Partners LLC | 0.01% | Reduce -9.1% | 90 | $11K |
| Motco | 0.00% | No change | 87 | $11K |
| Bfsg, LLC | 0.00% | Add +6.7% | 80 | $10K |
| Elequin Capital, LP | 0.00% | New | 79 | $10K |
| 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 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $8K |
| one8zero8, LLC | 0.00% | Reduce -57.2% | 65 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 61 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 60 | $8K |
| New Millennium Group LLC | 0.00% | Reduce -17.4% | 57 | $7K |
| Alaska Permanent Capital Management, LLC | 0.00% | Reduce -42.7% | 55 | $7K |
| Breakwater Investment Management | 0.00% | No change | 55 | $7K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 55 | $7K |
| MorganRosel Wealth Management, LLC | 0.00% | New | 51 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $6K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -84.5% | 48 | $6K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 45 | $6K |
| Financial Perspectives, Inc | 0.00% | Reduce -41.9% | 43 | $5K |
| Chelsea Counsel Co. | 0.00% | No change | 42 | $5K |
| North Capital, Inc. | 0.00% | — | 40 | $5K |
| BankPlus Trust Department | 0.00% | No change | 40 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $5K |
| NFSG Corp | 0.00% | New | 39 | $5K |
| Whipplewood Advisors, LLC | 0.00% | New | 48 | $5K |
| 10Elms LLP | 0.01% | No change | 37 | $5K |
| Nemes Rush Group LLC | 0.00% | No change | 36 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 34 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 28 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 27 | $3K |
| Robinswood Financial LLC | 0.00% | No change | 25 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 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 |
| Howe & Rusling Inc. | 0.00% | Reduce -50.0% | 20 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 20 | $3K |
| PFS Partners, 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 |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $756 |
| Main Street Group, LTD | 0.00% | No change | 4 | $504 |
| Wagner Wealth Management, LLC | 0.00% | New | 1 | $126 |
| 1 North Wealth Services LLC | 0.00% | New | 1 | $82 |
"% 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.