iShares Russell Mid-Cap ValuIWSETF
13F holders, Q2 2025 (June 30)919holders −5
52new positions
55sold out
6famous investors
$132.08avg. 13F price*
At the end of Q2 2025, 919 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, down 5 from Q1 2025. 52 opened new positions and 55 sold out. The largest holders were Jones Financial Companies LLLP ($1.4B), Morgan Stanley ($1.1B) and Wells Fargo & Company ($502.2M). 6 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $56.0M |
| Exits | 55 | $137.6M |
All 13F filers, Q1 2025 → Q2 2025: 3,048,422 shares bought and 7,251,957 shares sold, net −4,203,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 919 holders
| Jones Financial Companies LLLP | 1.08% | Add +7.4% | 10,804,657 | $1.4B |
| Morgan Stanley | 0.07% | Add +2.0% | 8,159,379 | $1.1B |
| Wells Fargo & Company | 0.11% | Add +0.3% | 3,800,341 | $502.2M |
| Bank of America Corp. | 0.04% | Add +0.4% | 3,759,738 | $496.8M |
| Tiaa Trust, National Association | 1.17% | Add +0.3% | 3,393,013 | $448.3M |
| Envestnet Portfolio Solutions, Inc. | 1.35% | Reduce -29.6% | 2,775,076 | $366.7M |
| First Citizens Bank & Trust Co. | 6.26% | Reduce -0.1% | 2,618,967 | $346.1M |
| Royal Bank of Canada | 0.07% | Reduce -22.7% | 2,576,272 | $340.4M |
| US Bancorp \de | 0.38% | Reduce -47.5% | 2,284,750 | $301.9M |
| Commonwealth Equity Services, LLC | 0.38% | Reduce -2.8% | 2,194,504 | $290.0M |
| Commerce Bank | 1.63% | Reduce -5.8% | 2,087,646 | $275.9M |
| FMR LLC | 0.01% | Reduce -0.9% | 1,970,409 | $260.4M |
| UBS Group AG | 0.05% | Reduce -1.7% | 1,647,734 | $217.7M |
| Betterment LLC | 0.46% | Reduce -4.2% | 1,639,610 | $216.7M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -5.7% | 1,341,852 | $177.3M |
| LPL Financial LLC | 0.05% | Add +0.2% | 1,164,297 | $153.9M |
| Ameriprise Financial Inc. | 0.04% | Add +3.4% | 1,128,123 | $149.5M |
| Cassaday & Co Wealth Management LLC | 3.23% | Add +0.5% | 976,963 | $129.1M |
| Zions Bancorporation, National Association | 6.87% | Reduce -19.6% | 968,256 | $127.9M |
| Victory Capital Management Inc. | 0.08% | Add +1.3% | 943,296 | $124.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +19.1% | 836,341 | $110.5M |
| Stephens Inc. | 1.52% | Add +2.4% | 835,726 | $110.4M |
| Stephens Group Asset Management, LLC | 7.07% | Add +4.6% | 743,919 | $98.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.1% | 677,579 | $89.5M |
| Pacific Life Fund Advisors LLC | 8.92% | Add +57.8% | 630,104 | $83.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -22.6% | 537,009 | $71.0M |
| Heritage Wealth Advisors | 3.23% | Add +0.4% | 515,391 | $68.1M |
| Equitable Holdings, Inc. | 0.49% | Reduce -5.2% | 445,974 | $58.9M |
| Truist Financial Corp. | 0.08% | Add +0.9% | 433,706 | $57.3M |
| Money Concepts Capital Corp. | 3.80% | Add +1.6% | 430,145 | $56.8M |
| AE Wealth Management LLC | 0.35% | Add +24.7% | 365,411 | $48.3M |
| Lido Advisors, LLC | 0.24% | Add +2.4% | 343,702 | $45.4M |
| AMG National Trust Bank | 1.17% | Reduce -1.4% | 337,660 | $44.6M |
| Cetera Investment Advisers | 0.07% | Add +2.7% | 335,123 | $44.3M |
| Mariner, LLC | 0.05% | Add +1.1% | 283,402 | $37.4M |
| SVB Wealth LLC | 1.97% | New | 278,757 | $36.8M |
| Chicago Partners Investment Group LLC | 1.06% | Reduce -0.7% | 267,140 | $36.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -22.4% | 274,503 | $36.3M |
| Cedar Mountain Advisors, LLC | 7.06% | Add +0.9% | 257,168 | $34.0M |
| One Capital Management, LLC | 1.17% | Reduce -15.7% | 255,878 | $33.8M |
| BNP Paribas Financial Markets | 0.03% | Add +397.2% | 248,581 | $32.8M |
| GLOBALT Investments LLC / GA | 1.23% | Reduce -2.9% | 242,249 | $32.0M |
| Osaic Holdings, Inc. | 0.05% | Add +38.3% | 231,764 | $30.3M |
| LPWM LLC | 8.54% | Add +4.6% | 221,668 | $29.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.1% | 217,781 | $28.8M |
| Wescott Financial Advisory Group, LLC | 2.71% | Reduce -1.1% | 214,295 | $28.3M |
| Focus Partners Wealth | 0.06% | Add +24.1% | 206,898 | $27.3M |
| Keybank National Association | 0.10% | Reduce -0.5% | 201,451 | $26.6M |
| Anchor Capital Advisors LLC | 0.75% | Add +49.2% | 193,925 | $25.6M |
| Moneta Group Investment Advisors LLC | 0.28% | Add +6.2% | 180,420 | $23.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 174,660 | $23.1M |
| Rodgers & Associates, LTD | 2.49% | Add +2.6% | 171,776 | $22.7M |
| M&T Bank Corp | 0.08% | Reduce -3.0% | 170,528 | $22.5M |
| Badgley Phelps Wealth Managers, LLC | 0.49% | Add +1.7% | 166,625 | $22.0M |
| Covenant Partners, LLC | 6.29% | Reduce -9.5% | 159,397 | $21.1M |
| Captrust Financial Advisors | 0.05% | Add +7.1% | 158,581 | $21.0M |
| First Citizens Asset Management, Inc. | 7.25% | Add +18.2% | 154,826 | $20.5M |
| Natixis Advisors, LLC | 0.03% | Reduce -50.4% | 152,332 | $20.1M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -9.3% | 151,934 | $20.1M |
| Asset Management Group, Inc. | 3.49% | Add +0.2% | 151,496 | $20.0M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -16.0% | 150,025 | $19.8M |
| Arax Advisory Partners | 0.89% | Add +1986.2% | 142,176 | $19.4M |
| RTD Financial Advisors, Inc. | 2.38% | Reduce -17.0% | 140,569 | $18.6M |
| Bishop & Co Investment Management, LLC | 6.49% | Reduce -2.4% | 136,686 | $18.1M |
| Stifel Financial Corp. | 0.02% | Add +2.6% | 135,051 | $17.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.9% | 134,266 | $17.7M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -0.1% | 134,055 | $17.7M |
| LBJ Family Wealth Advisors, Ltd. | 9.72% | Add +0.4% | 126,510 | $16.7M |
| Sterling Capital Management LLC | 0.24% | Add +19.7% | 126,123 | $16.7M |
| Creative Planning | 0.01% | Add +14.1% | 125,913 | $16.6M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +3.1% | 123,104 | $16.3M |
| Fifth Third Bancorp | 0.05% | Reduce -8.2% | 119,792 | $15.8M |
| Thompson Siegel & Walmsley LLC | 0.27% | Reduce -30.4% | 119,678 | $15.8M |
| HSBC Holdings PLC | 0.01% | Add +1.1% | 114,969 | $15.2M |
| Avantax Planning Partners, Inc. | 0.48% | Add +102.9% | 114,285 | $15.1M |
| Corient Private Wealth LP | 0.02% | Reduce -49.7% | 111,614 | $14.7M |
| FSA Wealth Management LLC | 5.70% | Reduce -3.2% | 110,646 | $14.6M |
| Fifth Third Securities, Inc. | 1.08% | Add +1.4% | 108,971 | $14.4M |
| Waverly Advisors, LLC | 0.16% | Reduce -1.9% | 107,436 | $14.2M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.6% | 105,256 | $13.9M |
| Comerica Bank | 0.05% | Reduce -2.3% | 103,045 | $13.6M |
| Prosperity Consulting Group, LLC | 0.96% | Add +6.9% | 99,197 | $13.1M |
| Evergreen Capital Management LLC | 0.38% | Add +5.5% | 96,789 | $12.8M |
| Bokf, NA | 0.20% | Add +0.1% | 94,444 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.7% | 91,868 | $12.4M |
| Bank of Montreal | 0.01% | Reduce -1.2% | 92,945 | $12.3M |
| Occidental Asset Management, LLC | 1.69% | Add +0.7% | 92,500 | $12.2M |
| Johnson Investment Counsel Inc. | 0.11% | Reduce -6.2% | 88,483 | $11.7M |
| Clearstead Advisors, LLC | 0.16% | Reduce -0.3% | 85,715 | $11.3M |
| First Horizon Advisors, Inc. | 0.28% | Add +7.1% | 82,810 | $10.9M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -1.8% | 82,137 | $10.9M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +5.8% | 79,445 | $10.5M |
| MAI Capital Management | 0.07% | Add +3.8% | 79,110 | $10.5M |
| JMG Financial Group, Ltd. | 0.31% | Reduce -0.5% | 78,414 | $10.4M |
| UMB Bank, n.a. | 0.16% | Reduce -8.7% | 78,233 | $10.3M |
| Savant Capital, LLC | 0.07% | Add +0.3% | 76,109 | $10.1M |
| Simplicity Wealth,LLC | 0.40% | Add +120.3% | 73,514 | $9.7M |
| Synovus Financial Corp. | 0.12% | Add +3.4% | 72,955 | $9.6M |
| Cwm, LLC | 0.03% | Add +4.8% | 72,242 | $9.5M |
| WestHill Financial Advisors, Inc. | 2.00% | Add +0.3% | 71,318 | $9.4M |
| Twin Focus Capital Partners, LLC | 1.27% | Reduce -3.3% | 68,402 | $9.0M |
| Accredited Investors Inc. | 0.52% | Reduce -9.6% | 67,108 | $8.9M |
| XML Financial, LLC | 0.76% | Add +57.7% | 65,980 | $8.7M |
| Earnest Partners LLC | 0.04% | Reduce -8.0% | 64,611 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | Add +26.1% | 62,661 | $8.3M |
| Pinnacle Financial Partners Inc | 0.17% | Add +1.9% | 62,640 | $8.3M |
| MML Investors Services, LLC | 0.02% | Reduce -3.9% | 62,213 | $8.2M |
| Howard Bailey Securities, LLC | 2.49% | Add +27.2% | 61,094 | $8.1M |
| NewEdge Advisors, LLC | 0.04% | Add +11.2% | 59,905 | $7.9M |
| Inspirion Wealth Advisors, LLC | 1.05% | Reduce -0.1% | 59,813 | $7.9M |
| Legacy Edge Advisors, LLC | 1.03% | Reduce -58.7% | 58,243 | $7.7M |
| LifeWealth Investments, LLC | 2.72% | Add +56.3% | 56,613 | $7.5M |
| Mill Creek Capital Advisors, LLC | 0.16% | No change | 55,749 | $7.4M |
| Park Avenue Securities LLC | 0.07% | Add +67.8% | 55,485 | $7.3M |
| Inlight Wealth Management, LLC | 3.79% | Add +0.2% | 55,344 | $7.3M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -1.9% | 55,321 | $7.3M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -16.4% | 55,042 | $7.3M |
| Powell Investment Advisors, LLC | 2.65% | Add +3.9% | 53,335 | $7.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -0.7% | 51,987 | $6.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.3% | 51,334 | $6.8M |
| Processus Wealth & Capital Management, LLC | 5.31% | Add +0.2% | 50,861 | $6.7M |
| KMG Fiduciary Partners, LLC | 0.49% | Add +5.1% | 50,336 | $6.7M |
| Corundum Group, Inc. | 2.92% | Add +2.4% | 49,998 | $6.6M |
| James J. Burns & Company, LLC | 1.07% | Add +2.5% | 49,516 | $6.5M |
| McAdam, LLC | 0.36% | Add +33.2% | 49,117 | $6.5M |
| Modera Wealth Management, LLC | 0.08% | Add +0.1% | 48,412 | $6.4M |
| Conning Inc. | 0.22% | Reduce -22.1% | 47,016 | $6.2M |
| Bleakley Financial Group, LLC | 0.15% | Reduce -2.3% | 45,364 | $6.0M |
| Farmers & Merchants Investments Inc. | 0.17% | Reduce -0.4% | 43,589 | $5.8M |
| Councilor Wealth, LLC | 2.65% | Reduce -0.4% | 42,911 | $5.7M |
| Mullaney, Keating & Wright, Inc. | 3.68% | Reduce -1.8% | 42,525 | $5.6M |
| NewEdge Wealth, LLC | 0.09% | Add +3.2% | 41,052 | $5.5M |
| &partners | 0.04% | Add +6.4% | 40,526 | $5.4M |
| Aldebaran Capital, LLC | 5.15% | Reduce -1.4% | 39,466 | $5.2M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -1.6% | 39,187 | $5.2M |
| New Age Alpha Advisors, LLC | 0.22% | Add +83.7% | 38,561 | $5.1M |
| Wealthspire Advisors, LLC | 0.03% | Add +6.7% | 37,832 | $5.0M |
| First Merchants Corp. | 0.19% | Add +1.7% | 37,828 | $5.0M |
| Investment Partners, LTD. | 1.88% | Add +10.2% | 37,639 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.3% | 37,468 | $5.0M |
| Mather Group, Llc. | 0.05% | Reduce -0.1% | 37,415 | $4.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -9.4% | 37,400 | $4.9M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -3.0% | 37,317 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.9% | 36,783 | $4.9M |
| Community Bank, N.A. | 0.60% | Reduce -5.3% | 34,663 | $4.6M |
| Whitaker-Myers Wealth Managers, LTD. | 1.15% | Add +19.5% | 34,605 | $4.6M |
| CoreCap Advisors, LLC | 0.18% | Reduce -0.0% | 34,351 | $4.5M |
| Brady Martz Wealth Solutions, LLC | 0.83% | Reduce -3.4% | 32,480 | $4.3M |
| Focus Financial Network, Inc. | 0.17% | Add +2.1% | 32,155 | $4.2M |
| LWM Advisors Inc. | 4.75% | Reduce -0.0% | 32,126 | $4.2M |
| Kingdom Financial Group LLC. | 3.55% | Reduce -29.1% | 30,768 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 30,708 | $4.1M |
| Peapack Gladstone Financial Corp. | 0.06% | Reduce -0.1% | 30,445 | $4.0M |
| Glenmede Investment Management, LP | 0.02% | — | 30,356 | $4.0M |
| Bridges Investment Management Inc. | 0.05% | No change | 30,048 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Add +203.6% | 29,590 | $3.9M |
| Regions Financial Corp. | 0.03% | Reduce -0.0% | 29,559 | $3.9M |
| Falcon Wealth Planning | 0.38% | Reduce -8.0% | 28,494 | $3.8M |
| ARK & TLK Investments, LLC | 1.21% | No change | 28,477 | $3.8M |
| Future Fund LLC | 1.65% | New | 27,975 | $3.7M |
| Vance Wealth, LLC | 1.25% | Reduce -28.3% | 27,971 | $3.7M |
| Northeast Financial Consultants Inc | 0.15% | No change | 27,828 | $3.7M |
| Rwa Wealth Partners, LLC | 0.05% | Add +0.2% | 27,820 | $3.7M |
| Ascent Group, LLC | 0.14% | Reduce -36.7% | 27,789 | $3.7M |
| Connecticut Wealth Management, LLC | 0.17% | No change | 27,609 | $3.6M |
| VestGen Advisors, LLC | 0.14% | Add +0.5% | 27,489 | $3.6M |
| Kennedy Capital Management LLC | 0.09% | Reduce -44.1% | 27,395 | $3.6M |
| Citadel Advisors | 0.00% | Add +195.8% | 27,389 | $3.6M |
| Fidelis Capital Partners, LLC | 0.32% | Add +2.9% | 26,361 | $3.5M |
| City Holding Co. | 0.46% | Reduce -0.3% | 26,493 | $3.5M |
| Midwest Trust Co | 0.05% | — | 25,341 | $3.3M |
| Sage Financial Group Inc. | 0.24% | Reduce -2.6% | 24,760 | $3.3M |
| Hapanowicz & Associates Financial Services, Inc | 1.65% | Reduce -2.2% | 24,749 | $3.3M |
| Widmann Financial Services, Inc. | 2.26% | Add +4.7% | 24,511 | $3.2M |
| Blair William & Co. | 0.01% | Reduce -0.5% | 24,399 | $3.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.80% | Add +17.5% | 24,048 | $3.2M |
| MSH Capital Advisors LLC | 0.91% | Add +2.1% | 23,777 | $3.1M |
| Harbor Investment Advisory, LLC | 0.28% | No change | 23,644 | $3.1M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -2.6% | 23,637 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -68.0% | 23,301 | $3.1M |
| Private Wealth Asset Management, LLC | 0.40% | Reduce -4.1% | 23,069 | $3.0M |
| Amarillo National Bank | 0.55% | No change | 22,592 | $3.0M |
| Forte Capital LLC | 0.32% | Reduce -8.8% | 22,521 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.7% | 22,300 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -0.2% | 22,212 | $2.9M |
| Brown Advisory Inc. | 0.00% | Reduce -1.8% | 22,189 | $2.9M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.1% | 22,046 | $2.9M |
| Equitable Trust Co. | 0.14% | Reduce -1.4% | 21,951 | $2.9M |
| Millstone Evans Group, LLC | 1.97% | Reduce -0.0% | 21,890 | $2.9M |
| Condor Capital Management | 0.25% | Add +1.2% | 21,852 | $2.9M |
| First Pacific Financial | 0.42% | Add +3.5% | 21,422 | $2.8M |
| Geneos Wealth Management Inc. | 0.07% | Add +7.4% | 21,393 | $2.8M |
| Sigma Planning Corp | 0.08% | Reduce -0.7% | 21,334 | $2.8M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -15.3% | 20,799 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -33.0% | 20,904 | $2.8M |
| Stock Yards Bank & Trust Co. | 0.09% | Add +0.3% | 20,846 | $2.8M |
| Atlas Brown,Inc. | 0.88% | Add +0.8% | 20,778 | $2.7M |
| Tectonic Advisors LLC | 0.16% | Add +13.8% | 20,701 | $2.7M |
| FAS Wealth Partners, Inc. | 0.20% | Add +0.7% | 20,697 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +26.4% | 20,646 | $2.7M |
| Brighton Jones LLC | 0.07% | Add +1.7% | 19,957 | $2.6M |
| Whitegate Investment Counselors, Inc. | 0.89% | No change | 19,817 | $2.6M |
| Global Retirement Partners, LLC | 0.06% | — | 19,075 | $2.5M |
| Auour Investments LLC | 0.86% | Reduce -6.4% | 19,020 | $2.5M |
| Eukles Asset Management | 1.03% | Reduce -1.9% | 18,991 | $2.5M |
| Brown Brothers Harriman & Co. | 0.02% | Add +0.4% | 18,921 | $2.5M |
| Telos Capital Management, Inc. | 0.25% | Add +5.1% | 18,906 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -15.0% | 18,749 | $2.5M |
| BlackRock, Inc. | 0.00% | Add +1.7% | 18,663 | $2.5M |
| Whittier Trust Co. | 0.03% | Add +1.1% | 18,272 | $2.4M |
| Wesbanco Bank Inc. | 0.07% | Add +0.1% | 18,171 | $2.4M |
| Renaissance Technologies | 0.00% | New | 18,100 | $2.4M |
| Choreo, LLC | 0.03% | Reduce -2.7% | 17,791 | $2.4M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +1.2% | 17,711 | $2.3M |
| Vanguard Group Inc. | 0.00% | Reduce -0.7% | 17,681 | $2.3M |
| Noble Family Wealth, LLC | 0.56% | Reduce -18.3% | 17,213 | $2.3M |
| Advisory Services Network, LLC | 0.04% | Add +50.2% | 16,877 | $2.3M |
| Summit Wealth Group LLC / Co. | 0.57% | — | 17,111 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +17.9% | 16,880 | $2.2M |
| Cerity Partners LLC | 0.00% | Reduce -3.6% | 16,376 | $2.2M |
| Ballentine Partners, LLC | 0.03% | Add +0.1% | 16,170 | $2.1M |
| Goelzer Investment Management, Inc. | 0.12% | Reduce -2.1% | 16,148 | $2.1M |
| First Foundation Advisors | 0.08% | Add +22.5% | 15,653 | $2.1M |
| Sequent Asset Management, LLC | 1.64% | No change | 15,536 | $2.1M |
| Principal Securities, Inc. | 0.04% | Reduce -3.6% | 15,198 | $2.0M |
| Alpine Bank Wealth Management | 0.30% | No change | 15,170 | $2.0M |
| TFB Advisors LLC | 0.52% | Reduce -5.2% | 15,106 | $2.0M |
| Transcend Capital Advisors, LLC | 0.15% | Add +67.4% | 15,087 | $2.0M |
| Nuance Investments, LLC | 0.15% | Reduce -84.5% | 15,045 | $2.0M |
| Bessemer Group Inc. | 0.00% | Reduce -0.6% | 15,034 | $2.0M |
| Freedom Investment Management, Inc. | 0.15% | Reduce -0.6% | 14,679 | $1.9M |
| Bank of Hawaii | 0.10% | Add +26.8% | 14,600 | $1.9M |
| CW Advisors, LLC | 0.02% | Add +37.6% | 14,562 | $1.9M |
| Quadrant Capital Group LLC | 0.07% | No change | 14,474 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -52.0% | 14,266 | $1.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -28.3% | 14,221 | $1.9M |
| Capital Squared Financial LLC | 2.18% | — | 14,171 | $1.9M |
| Peloton Wealth Strategists | 0.76% | Add +1.2% | 14,078 | $1.9M |
| Tradition Wealth Management, LLC | 0.15% | No change | 13,781 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.2% | 13,726 | $1.8M |
| Beacon Bank & Trust | 0.41% | Reduce -6.0% | 13,606 | $1.8M |
| BHK Investment Advisors, LLC | 0.70% | Add +9.0% | 13,506 | $1.8M |
| Horst & Graben Wealth Management LLC | 0.29% | Reduce -4.8% | 13,332 | $1.8M |
| Eagle Strategies LLC | 0.26% | Add +2.4% | 12,926 | $1.7M |
| Stonegate Investment Group, LLC | 0.04% | Add +1.1% | 12,672 | $1.7M |
| Intrepid Financial Planning Group LLC | 0.70% | Reduce -0.2% | 12,668 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.7% | 12,525 | $1.7M |
| Performance Wealth Partners, LLC | 0.05% | Reduce -10.2% | 12,328 | $1.6M |
| Csenge Advisory Group | 0.09% | Reduce -10.4% | 12,676 | $1.6M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -11.3% | 12,281 | $1.6M |
| Rehmann Capital Advisory Group | 0.10% | Reduce -1.7% | 12,195 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +13.5% | 12,181 | $1.6M |
| Courier Capital LLC | 0.10% | Add +15.0% | 11,902 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.3% | 11,896 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -1.4% | 11,852 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -29.6% | 11,757 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -4.4% | 11,535 | $1.5M |
| RPg Family Wealth Advisory, LLC | 0.41% | Add +27.9% | 11,535 | $1.5M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -0.6% | 11,513 | $1.5M |
| Pacific Sun Financial Corp | 0.79% | Reduce -0.7% | 11,394 | $1.5M |
| American Trust | 0.14% | Add +169.6% | 11,393 | $1.5M |
| MWA Asset Management | 0.91% | Reduce -6.6% | 11,240 | $1.5M |
| Naviter Wealth, LLC | 0.18% | Reduce -1.7% | 11,211 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.4% | 11,100 | $1.5M |
| Affinity Capital Advisors, LLC | 0.25% | No change | 11,066 | $1.5M |
| Callan Family Office, LLC | 0.05% | Add +6.7% | 11,050 | $1.5M |
| Bedel Financial Consulting, Inc. | 0.20% | Add +0.1% | 11,007 | $1.5M |
| SageView Advisory Group, LLC | 0.05% | Reduce -31.2% | 10,569 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -32.0% | 10,923 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.9% | 10,843 | $1.4M |
| Legacy Bridge, LLC | 0.68% | No change | 10,781 | $1.4M |
| Broadview Financial Management, LLC | 0.96% | Reduce -0.2% | 10,707 | $1.4M |
| Renasant Bank | 0.92% | Reduce -3.3% | 10,423 | $1.4M |
| Heck Capital Advisors, LLC | 0.12% | Reduce -10.4% | 10,401 | $1.4M |
| Pointe Capital Management LLC | 0.71% | Add +17.3% | 10,396 | $1.4M |
| MV Capital Management, Inc. | 0.14% | Reduce -13.9% | 10,390 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +2.0% | 10,387 | $1.4M |
| Norden Group LLC | 0.15% | No change | 10,384 | $1.4M |
| Prospera Financial Services Inc | 0.03% | Reduce -2.7% | 10,295 | $1.4M |
| My Legacy Advisors, LLC | 0.48% | Reduce -5.6% | 9,975 | $1.4M |
| Insight 2811, Inc. | 0.64% | Add +0.3% | 10,248 | $1.4M |
| Washington Trust Bank | 0.11% | Reduce -42.0% | 10,202 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -21.6% | 10,161 | $1.3M |
| FWG Investments, LLC. | 1.02% | New | 10,123 | $1.3M |
| FineMark National Bank & Trust | 0.05% | Reduce -24.9% | 10,063 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -25.9% | 9,932 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Add +68.8% | 9,890 | $1.3M |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -47.6% | 9,816 | $1.3M |
| Clarion Wealth Managment Partners, LLC | 1.42% | — | 9,814 | $1.3M |
| Financial Guidance Group, Inc. | 0.63% | Reduce -1.6% | 9,739 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.7% | 9,682 | $1.3M |
| Causey Wealth LLC | 0.66% | Reduce -6.3% | 9,656 | $1.3M |
| Country Club Bank | 0.08% | Reduce -0.8% | 9,658 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Add +24.0% | 9,214 | $1.3M |
| Roberts Financial Services LLC | 0.43% | Reduce -2.8% | 9,505 | $1.3M |
| PGIM Custom Harvest LLC | 0.03% | Add +7.1% | 9,504 | $1.3M |
| National Philanthropic Trust | 0.02% | No change | 9,466 | $1.3M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -0.1% | 9,379 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Reduce -8.2% | 9,318 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +91.1% | 9,294 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -6.4% | 9,244 | $1.2M |
| Evensky & Katz LLC | 0.07% | Reduce -4.8% | 9,040 | $1.2M |
| Cozad Asset Management Inc. | 0.10% | Add +5.5% | 8,988 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +12.8% | 8,980 | $1.2M |
| Sonata Capital Group Inc. | 0.47% | Add +0.9% | 8,972 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -12.7% | 8,927 | $1.2M |
| Allegheny Financial Group | 0.26% | Add +9.6% | 8,904 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | No change | 8,880 | $1.2M |
| Luts & Greenleigh Group, Inc. | 1.12% | Add +4.7% | 8,859 | $1.2M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -5.3% | 8,830 | $1.2M |
| SYM FINANCIAL Corp | 0.13% | Add +429.3% | 8,803 | $1.2M |
| Private Trust Co. NA | 0.11% | Add +2.2% | 8,731 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +0.3% | 8,716 | $1.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.22% | Add +22.9% | 8,693 | $1.1M |
| STAR Financial Bank | 0.73% | Reduce -9.2% | 8,687 | $1.1M |
| Home Federal Bank of Tennessee | 0.32% | Reduce -36.9% | 8,599 | $1.1M |
| Trust Point Inc. | 0.11% | No change | 8,578 | $1.1M |
| First National Trust Co | 0.04% | Reduce -2.7% | 8,497 | $1.1M |
| SOL Capital Management CO | 0.11% | Reduce -0.3% | 8,390 | $1.1M |
| Viewpoint Capital Management LLC | 0.54% | Reduce -0.6% | 8,339 | $1.1M |
| Greenleaf Trust | 0.01% | No change | 8,323 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Add +2.5% | 8,302 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.09% | Reduce -1.5% | 8,256 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.5% | 8,231 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Add +96.5% | 8,157 | $1.1M |
| Warwick Investment Management, Inc. | 0.21% | Add +0.6% | 8,133 | $1.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.30% | No change | 7,850 | $1.0M |
| Glenview Trust Co | 0.02% | No change | 7,780 | $1.0M |
| Private Management Group Inc. | 0.03% | Add +5.6% | 7,735 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.6% | 7,710 | $1.0M |
| Ade, LLC | 0.54% | Add +11.9% | 7,639 | $1.0M |
| Cadence Bank | 0.07% | Reduce -0.2% | 7,628 | $1.0M |
| NorthRock Partners, LLC | 0.03% | Add +29.3% | 7,549 | $998K |
| IFP Advisors, Inc | 0.03% | Reduce -2.3% | 7,510 | $992K |
| Capital Analysts, LLC | 0.03% | Reduce -11.2% | 7,455 | $985K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.36% | Add +13.9% | 7,260 | $983K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.4% | 7,414 | $980K |
| Mosaic Family Wealth Partners, LLC | 0.12% | Add +51.1% | 7,393 | $977K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Reduce -2.6% | 7,301 | $965K |
| Wedgewood Investors Inc. | 1.11% | Reduce -0.7% | 7,292 | $964K |
| Nicolet Bankshares Inc. | 0.17% | Add +175.8% | 7,292 | $964K |
| Fortis Capital Advisors, LLC | 0.17% | Reduce -10.5% | 7,257 | $959K |
| Belpointe Asset Management LLC | 0.04% | Reduce -10.5% | 7,257 | $959K |
| Sound View Wealth Advisors Group, LLC | 0.07% | No change | 7,253 | $958K |
| AQR Capital Management | 0.00% | Reduce -11.1% | 7,186 | $950K |
| Saxon Interests, Inc. | 0.44% | No change | 7,532 | $949K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -36.5% | 7,174 | $948K |
| Nvest Financial, LLC | 0.49% | Add +173.9% | 7,157 | $946K |
| Five Oceans Advisors | 0.40% | Reduce -0.3% | 7,138 | $943K |
| Tranquility Partners, LLC | 0.33% | Reduce -0.5% | 7,072 | $934K |
| Franklin Resources Inc. | 0.00% | Reduce -45.8% | 7,043 | $931K |
| Intergy Private Wealth, LLC | 0.32% | Reduce -1.1% | 7,015 | $927K |
| Intrust Bank NA | 0.08% | No change | 6,955 | $919K |
| Rebalance, LLC | 0.06% | Add +0.4% | 6,915 | $914K |
| Bailard, Inc. | 0.02% | No change | 6,909 | $913K |
| Graypoint LLC | 0.05% | No change | 6,884 | $910K |
| Lanark Financial, Inc. | 0.07% | Add +1.3% | 6,665 | $880K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.4% | 6,659 | $880K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.19% | Reduce -2.2% | 6,629 | $876K |
| Truepoint, Inc. | 0.02% | Reduce -24.3% | 6,557 | $866K |
| Quest 10 Wealth Builders, Inc. | 0.84% | Add +24.4% | 6,551 | $866K |
| Summit Financial, LLC | 0.02% | Add +6.0% | 6,535 | $864K |
| Johnson Financial Group, Inc. | 0.04% | Add +160.4% | 6,531 | $863K |
| DAVENPORT & Co LLC | 0.00% | Add +44.7% | 6,485 | $857K |
| MCF Advisors LLC | 0.06% | Add +0.0% | 6,446 | $852K |
| StoneX Group Inc. | 0.04% | Add +11.9% | 6,387 | $844K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.8% | 6,369 | $842K |
| Auxano Advisors, LLC | 0.20% | Reduce -4.9% | 6,323 | $836K |
| Harbour Capital Advisors, LLC | 0.17% | No change | 6,150 | $827K |
| Cary Street Partners Financial LLC | 0.02% | Add +1.6% | 6,236 | $824K |
| Quantinno Capital Management LP | 0.00% | Add +65.6% | 6,232 | $824K |
| Ballew Advisors, Inc | 0.49% | Add +0.1% | 6,073 | $819K |
| Thomasville National Bank | 0.06% | Reduce -8.6% | 6,191 | $818K |
| Linscomb Wealth, Inc. | 0.04% | No change | 6,171 | $815K |
| Assetmark, Inc. | 0.00% | Add +20.9% | 6,169 | $815K |
| Prosperity Planning, Inc. | 0.33% | No change | 6,160 | $814K |
| Revolve Wealth Partners, LLC | 0.11% | Reduce -4.8% | 6,133 | $810K |
| HB Wealth Management, LLC | 0.01% | Add +0.0% | 6,104 | $807K |
| Evoke Wealth, LLC | 0.02% | Add +19.4% | 6,056 | $800K |
| Mycio Wealth Partners, LLC | 0.18% | Add +0.4% | 6,033 | $797K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -3.5% | 5,955 | $787K |
| IHT Wealth Management, LLC | 0.02% | Add +5.7% | 5,897 | $779K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +167.0% | 5,891 | $778K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +16.6% | 5,859 | $774K |
| Crescent Grove Advisors, LLC | 0.07% | No change | 5,814 | $768K |
| Arkadios Wealth Advisors | 0.02% | Reduce -6.9% | 5,811 | $768K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -25.6% | 5,763 | $762K |
| Cramer Rosenthal McGlynn LLC | 0.05% | New | 5,750 | $760K |
| Prossimo Advisors, LLC | 0.60% | Reduce -20.9% | 5,680 | $751K |
| Romano Brothers and Company | 0.09% | Add +0.0% | 5,669 | $749K |
| Parkshore Wealth Management, Inc. | 0.37% | Reduce -13.5% | 5,663 | $748K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -69.4% | 5,648 | $746K |
| Keel Point, LLC | 0.05% | Add +129.4% | 5,616 | $742K |
| Old National Bancorp | 0.01% | Add +116.7% | 5,570 | $736K |
| Stonebridge Financial Planning Group, LLC | 0.31% | Reduce -0.8% | 5,544 | $733K |
| Arcadia Wealth Management, LLC | 0.32% | Add +15.8% | 5,540 | $732K |
| Stegner Investment Associates Inc. | 0.45% | Reduce -5.9% | 5,514 | $729K |
| Gryphon Financial Partners LLC | 0.09% | Reduce -4.4% | 5,429 | $717K |
| HUB Investment Partners, LLC | 0.02% | Reduce -7.8% | 5,367 | $709K |
| Monetary Management Group Inc. | 0.17% | No change | 5,350 | $707K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -49.9% | 5,303 | $701K |
| Regimen Wealth, LLC | 0.22% | Add +0.4% | 5,290 | $699K |
| Tudor Investment Corporation | 0.01% | Add +84.3% | 5,287 | $699K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -3.1% | 5,271 | $697K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -6.0% | 5,186 | $685K |
| Boston Partners | 0.00% | Reduce -43.3% | 5,140 | $682K |
| Principle Wealth Partners LLC | 0.04% | New | 5,155 | $681K |
| One Day In July LLC | 0.06% | Reduce -1.0% | 5,117 | $676K |
| Davis R M Inc. | 0.01% | Add +0.1% | 5,080 | $671K |
| Parcion Private Wealth LLC | 0.05% | New | 5,049 | $667K |
| Cordant, Inc. | 0.32% | No change | 5,042 | $666K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,040 | $666K |
| World Investment Advisors | 0.02% | No change | 5,018 | $663K |
| Diversified Trust Co. | 0.01% | No change | 5,012 | $662K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -18.9% | 4,994 | $660K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.15% | New | 4,953 | $654K |
| Aspiriant, LLC | 0.02% | Add +101.4% | 4,950 | $654K |
| Annex Advisory Services, LLC | 0.02% | Add +26.6% | 4,901 | $648K |
| Canandaigua National Bank & Trust Co. | 0.06% | No change | 4,838 | $639K |
| Two Sigma Securities, LLC | 0.08% | New | 4,810 | $636K |
| Rockland Trust Co. | 0.03% | Reduce -0.2% | 4,787 | $633K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -10.3% | 4,769 | $630K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -63.1% | 4,759 | $629K |
| Sax Wealth Advisors, LLC | 0.04% | Add +3.0% | 4,713 | $623K |
| Stevens Capital Partners | 0.22% | Add +35.4% | 4,597 | $615K |
| Valmark Advisers, Inc. | 0.01% | Add +0.3% | 4,649 | $614K |
| Smith & Howard Wealth Management, LLC | 0.15% | No change | 4,617 | $610K |
| Port Capital LLC | 0.03% | Reduce -8.3% | 4,596 | $607K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 4,548 | $601K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.68% | No change | 4,529 | $598K |
| Essex Financial Services, Inc. | 0.04% | Add +0.1% | 4,516 | $597K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.2% | 4,500 | $595K |
| Phillips Financial Management, LLC | 0.04% | Reduce -6.2% | 4,495 | $594K |
| Strive Asset Management, LLC | 0.36% | Reduce -72.3% | 4,491 | $593K |
| Centennial Bank | 0.25% | Reduce -37.1% | 4,483 | $592K |
| Ieq Capital, LLC | 0.00% | Reduce -4.7% | 4,475 | $591K |
| Missouri Trust & Investment Co | 0.19% | No change | 4,475 | $591K |
| Manchester Capital Management LLC | 0.08% | No change | 4,376 | $578K |
| Red Tortoise LLC | 0.28% | No change | 4,342 | $574K |
| Spire Wealth Management | 0.02% | Reduce -11.2% | 4,339 | $573K |
| Bensler, LLC | 0.06% | Add +0.0% | 4,333 | $573K |
| Park Place Capital Corp | 0.13% | Reduce -62.8% | 4,273 | $572K |
| Atlantic Union Bankshares Corp | 0.01% | New | 4,323 | $571K |
| WASHINGTON TRUST Co | 0.02% | Reduce -3.5% | 4,317 | $570K |
| Bragg Financial Advisors, Inc | 0.02% | Add +1.8% | 4,314 | $570K |
| Financial Management Network Inc. | 0.10% | Add +1.1% | 4,220 | $570K |
| Cornerstone Financial Group, LLC | 0.48% | Add +0.1% | 4,268 | $564K |
| Willner & Heller, LLC | 0.47% | Reduce -15.0% | 4,236 | $560K |
| City Center Advisors, LLC | 0.60% | Add +1.9% | 4,228 | $559K |
| PFG Investments, LLC | 0.03% | Add +5.3% | 4,225 | $558K |
| Allworth Financial LP | 0.00% | Add +30.2% | 4,223 | $558K |
| Geometric Wealth Advisors | 0.08% | No change | 4,222 | $558K |
| Composition Wealth, LLC | 0.01% | Add +32.3% | 4,220 | $558K |
| Berkeley, Inc | 0.20% | Add +0.0% | 4,208 | $556K |
| Pinnacle Bancorp, Inc. | 0.17% | Reduce -0.2% | 4,206 | $556K |
| Busey Bank | 0.02% | Reduce -26.4% | 4,184 | $553K |
| Eight 31 Financial, LLC | 0.36% | No change | 4,104 | $542K |
| JP Wealth Management, Inc. | 0.40% | No change | 5,868 | $540K |
| Highland Capital Management, LLC | 0.03% | Reduce -9.9% | 4,078 | $539K |
| Granite FO LLC | 0.30% | No change | 4,043 | $534K |
| Mathes Company, Inc. | 0.20% | Reduce -3.6% | 3,995 | $528K |
| Skyline Advisors, Inc. | 0.19% | Add +0.3% | 3,985 | $527K |
| Cahaba Wealth Management, Inc. | 0.04% | Reduce -18.1% | 3,966 | $524K |
| Guardian Asset Advisors, LLC | 0.30% | Add +0.0% | 3,961 | $524K |
| Twin Peaks Wealth Advisors, LLC | 0.17% | New | 3,849 | $522K |
| Parkside Financial Bank & Trust | 0.06% | Add +5.6% | 3,897 | $515K |
| Zhang Financial LLC | 0.02% | Add +10.4% | 3,896 | $515K |
| Total Wealth Planning, LLC | 0.06% | Add +8.1% | 3,852 | $509K |
| First National Bank of Omaha | 0.03% | No change | 3,829 | $506K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,826 | $506K |
| 1ST Source Bank | 0.03% | No change | 3,802 | $502K |
| Granite Group Advisors, LLC | 0.30% | No change | 3,800 | $502K |
| Valeo Financial Advisors, LLC | 0.01% | Add +8.6% | 3,800 | $502K |
| Atticus Wealth Management, LLC | 0.13% | Add +1.8% | 3,767 | $498K |
| Enclave Advisors LLC | 0.08% | No change | 3,761 | $497K |
| WealthPLAN Partners, LLC | 0.08% | Add +21.1% | 3,760 | $497K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.3% | 3,752 | $496K |
| Simmons Bank | 0.04% | Add +4.2% | 3,724 | $492K |
| Evanson Asset Management, LLC | 0.03% | No change | 3,697 | $489K |
| Transce3nd, LLC | 0.21% | Add +37.4% | 3,676 | $486K |
| Financial Alternatives, Inc | 0.32% | No change | 3,662 | $484K |
| National Bank of Canada | 0.00% | Reduce -0.7% | 3,655 | $483K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -3.3% | 3,648 | $482K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -12.7% | 3,636 | $480K |
| Colonial Trust Co / SC | 0.07% | Reduce -30.1% | 3,626 | $479K |
| Hancock Whitney Corp. | 0.01% | Add +13.3% | 3,585 | $474K |
| Dynamic Financial Group | 0.46% | Reduce -0.1% | 3,578 | $473K |
| Finley Financial, LLC | 0.24% | No change | 3,565 | $471K |
| Friday Financial | 0.24% | Add +0.1% | 3,560 | $470K |
| Guidance Point Advisors, LLC | 0.13% | Add +0.4% | 3,558 | $470K |
| First Western Trust Bank | 0.02% | No change | 3,558 | $470K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 3,517 | $465K |
| Drucker Wealth 3.0, LLC | 0.09% | Reduce -2.1% | 3,437 | $463K |
| Compass Ion Advisors, LLC | 0.05% | Add +1.9% | 3,497 | $462K |
| Wittenberg Investment Management, Inc. | 0.20% | New | 3,478 | $460K |
| Integrity Alliance, Llc. | 0.03% | Reduce -53.5% | 3,460 | $457K |
| NCM Capital Management, LLC | 0.19% | Add +0.7% | 3,422 | $452K |
| 21 West Wealth Management LLC | 0.46% | — | 3,422 | $452K |
| Cooper Financial Group | 0.05% | Reduce -1.9% | 3,403 | $450K |
| Apella Capital, LLC | 0.01% | Add +12.2% | 3,338 | $447K |
| Flputnam Investment Management Co. | 0.01% | Reduce -21.8% | 3,374 | $446K |
| LGT Financial Advisors LLC | 1.13% | Add +0.4% | 3,368 | $445K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -25.1% | 3,353 | $443K |
| Capital Investment Advisors, LLC | 0.01% | Add +5.0% | 3,309 | $437K |
| Decker Retirement Planning Inc. | 0.25% | Add +22.5% | 3,307 | $437K |
| Marshall Financial Group Inc. | 0.13% | Add +0.3% | 3,295 | $435K |
| LJI Wealth Management, LLC | 0.08% | Reduce -2.8% | 3,272 | $432K |
| Westmount Partners, LLC | 0.12% | No change | 3,258 | $431K |
| Berkshire Asset Management LLC | 0.02% | No change | 3,236 | $428K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.1% | 3,233 | $427K |
| Allen Investment Management, LLC | 0.00% | No change | 3,231 | $427K |
| Coastal Bridge Advisors, LLC | 0.04% | New | 3,202 | $423K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -14.2% | 3,201 | $423K |
| Grove Bank & Trust | 0.05% | Add +14.3% | 3,197 | $422K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.3% | 3,181 | $420K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.0% | 3,162 | $418K |
| JFS Wealth Advisors, LLC | 0.03% | Add +6.6% | 3,133 | $414K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +21.7% | 3,120 | $412K |
| Holland Advisory Services, Inc. | 0.60% | Add +0.4% | 3,101 | $410K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 3,101 | $410K |
| Anderson Hoagland & Co. | 0.04% | No change | 3,100 | $410K |
| First United Bank & Trust | 0.14% | Reduce -19.3% | 3,096 | $409K |
| Trilogy Capital Inc. | 0.02% | Reduce -1.6% | 3,085 | $408K |
| Topsail Wealth Management, LLC | 0.07% | No change | 3,084 | $408K |
| Lloyd Advisory Services, LLC. | 0.20% | Add +20.1% | 3,066 | $405K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Reduce -37.0% | 3,064 | $405K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -4.3% | 3,027 | $400K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 3,021 | $399K |
| Private Client Services, LLC | 0.15% | Reduce -1.8% | 3,009 | $398K |
| Cranbrook Wealth Management, LLC | 0.08% | Reduce -2.5% | 3,007 | $397K |
| SCS Capital Management LLC | 0.00% | No change | 3,001 | $397K |
| First Bancorp, Inc | 0.23% | No change | 3,000 | $396K |
| Pittenger & Anderson Inc. | 0.01% | No change | 3,000 | $396K |
| Gateway Wealth Partners, LLC | 0.08% | New | 2,996 | $396K |
| Richardson Capital Management LLC | 0.21% | Reduce -0.8% | 2,966 | $392K |
| Flagstar Securities, Inc. | 0.11% | Reduce -1.3% | 2,966 | $392K |
| Nwam LLC | 0.02% | Add +38.6% | 2,910 | $391K |
| Firestone Capital Management | 0.09% | No change | 2,960 | $391K |
| Bridgewater Advisors Inc. | 0.03% | Add +0.0% | 2,854 | $390K |
| Partners in Financial Planning | 0.07% | Add +0.0% | 2,910 | $385K |
| Breakwater Capital Group | 0.06% | Add +3.7% | 2,905 | $384K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +81.6% | 2,888 | $382K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +13.3% | 2,871 | $379K |
| Roman Butler Fullerton & Co. | 0.11% | Add +28.4% | 2,760 | $379K |
| Dagco, Inc. | 0.11% | Reduce -10.1% | 2,866 | $379K |
| Fulton Bank, N.A. | 0.01% | Add +28.2% | 2,839 | $375K |
| Davidson Trust Co. | 0.17% | No change | 2,810 | $371K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -20.0% | 2,808 | $371K |
| Glass Jacobson Investment Advisors llc | 0.14% | Reduce -6.5% | 2,807 | $371K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -0.3% | 2,797 | $370K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 2,791 | $369K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.3% | 2,763 | $365K |
| Kanawha Capital Management LLC | 0.03% | No change | 2,761 | $365K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -62.7% | 2,711 | $360K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +0.6% | 2,715 | $359K |
| Pinion Investment Advisors, LLC | 0.12% | Reduce -6.1% | 2,698 | $357K |
| Ironwood Investment Counsel, LLC | 0.06% | Add +36.8% | 2,698 | $357K |
| First Financial Corp. | 0.16% | No change | 2,684 | $355K |
| TFG Advisers LLC | 0.12% | Add +0.3% | 2,679 | $354K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.7% | 2,669 | $353K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +10.3% | 2,664 | $352K |
| Liberty Square Wealth Partners LLC | 0.12% | Reduce -22.6% | 2,662 | $352K |
| Mgo One Seven LLC | 0.01% | Add +1.2% | 2,628 | $347K |
| NTV Asset Management LLC | 0.04% | No change | 2,626 | $347K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,619 | $346K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -2.0% | 2,618 | $346K |
| FLP Wealth Management, LLC | 0.97% | Add +50.5% | 2,610 | $345K |
| Russell Investments Group, Ltd. | 0.00% | Add +166.6% | 2,607 | $344K |
| Fiduciary Wealth Partners, LLC | 0.32% | New | 2,591 | $342K |
| IFG Advisory, LLC | 0.02% | No change | 2,586 | $342K |
| Acima Private Wealth, LLC | 0.12% | No change | 2,585 | $342K |
| Builder Investment Group Inc. | 0.08% | No change | 2,571 | $340K |
| Modern Wealth Management, LLC | 0.01% | Add +25.9% | 2,563 | $339K |
| Rench Wealth Management, Inc. | 0.11% | No change | 2,541 | $336K |
| Vaughan David Investments LLC | 0.01% | Add +42.1% | 2,533 | $335K |
| Ancora Advisors LLC | 0.01% | No change | 2,528 | $334K |
| Cohen Capital Management, Inc. | 0.05% | Add +0.1% | 2,521 | $333K |
| Magnus Financial Group LLC | 0.03% | Add +0.2% | 2,518 | $333K |
| Becker Capital Management Inc. | 0.01% | Add +0.0% | 2,505 | $331K |
| City National Bank of Florida | 0.24% | No change | 2,500 | $330K |
| Bearing Point Capital, LLC | 0.06% | No change | 2,500 | $330K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -4.6% | 2,490 | $329K |
| Ballast, Inc. | 0.09% | No change | 2,487 | $329K |
| QRG Capital Management, Inc. | 0.00% | Reduce -41.0% | 2,455 | $324K |
| Appleton Partners Inc. | 0.02% | No change | 2,447 | $323K |
| Sovran Advisors, LLC | 0.03% | Reduce -10.7% | 2,400 | $322K |
| Means Investment Co., Inc. | 0.03% | Reduce -11.8% | 2,432 | $321K |
| Citizens Financial Group Inc. | 0.01% | Add +26.6% | 2,421 | $320K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 2,420 | $320K |
| Family Legacy, Inc. | 0.10% | Reduce -0.9% | 2,407 | $318K |
| Florida Trust Wealth Management Co | 0.01% | Add +5.4% | 2,390 | $316K |
| ORG Partners LLC | 0.07% | Add +2.8% | 2,332 | $313K |
| SMART Wealth LLC | 0.10% | Add +27.3% | 2,360 | $312K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -3.1% | 2,343 | $310K |
| Theory Financial LLC | 0.12% | No change | 2,293 | $309K |
| United Advisor Group, LLC | 0.05% | New | 2,331 | $308K |
| Pacific Financial Group Inc. | 0.24% | Reduce -0.1% | 2,328 | $308K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,311 | $305K |
| NBT Bank, N.A. | 0.02% | No change | 2,308 | $305K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.8% | 2,307 | $305K |
| Postrock Partners LLC | 0.15% | No change | 2,306 | $305K |
| FDx Advisors, Inc. | 0.09% | Reduce -6.8% | 2,298 | $304K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -11.2% | 2,290 | $303K |
| KilterHowling LLC | 0.18% | Add +0.3% | 2,289 | $302K |
| Providence Capital Advisors, LLC | 0.06% | New | 2,281 | $301K |
| D. E. Shaw & Co. | 0.00% | New | 2,278 | $301K |
| BCGM Wealth Management, LLC | 0.08% | Reduce -11.5% | 2,272 | $300K |
| RDA Financial Network | 0.08% | No change | 2,263 | $299K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,259 | $299K |
| Blue Trust, Inc. | 0.00% | Add +111.1% | 2,252 | $298K |
| Townsquare Capital LLC | 0.03% | Reduce -88.1% | 2,241 | $296K |
| Moors & Cabot, Inc. | 0.01% | Reduce -8.8% | 2,230 | $295K |
| Vista Capital Partners, Inc. | 0.03% | New | 2,214 | $293K |
| Aire Advisors, LLC | 0.06% | Add +1.0% | 2,184 | $289K |
| Argent Trust Co | 0.01% | Add +3.8% | 2,181 | $288K |
| Essex Bank | 0.07% | No change | 2,170 | $287K |
| Harbour Investments, Inc. | 0.01% | Reduce -25.9% | 2,154 | $285K |
| Savvy Advisors, Inc. | 0.02% | Reduce -58.3% | 2,148 | $284K |
| Lee, Kelleher & Klein Wealth Management | 0.19% | No change | 2,135 | $282K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,104 | $278K |
| Peak Financial Management, Inc. | 0.08% | No change | 2,100 | $277K |
| AlTi Global, Inc. | 0.01% | Reduce -5.0% | 2,100 | $277K |
| Union Savings Bank | 0.13% | No change | 2,060 | $277K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -4.5% | 2,097 | $277K |
| Financial Advocates Investment Management | 0.02% | Reduce -28.1% | 2,091 | $276K |
| Legacy Financial Strategies, LLC | 0.05% | No change | 2,070 | $274K |
| Regal Investment Advisors LLC | 0.02% | Add +2.1% | 2,067 | $273K |
| Aft, Forsyth & Company, Inc. | 0.14% | Reduce -9.0% | 2,062 | $272K |
| FSA Advisors, Inc. | 0.22% | New | 2,058 | $272K |
| SkyOak Wealth, LLC | 0.05% | No change | 2,058 | $272K |
| Ruggaard & Associates LLC | 0.11% | No change | 2,057 | $272K |
| Northwest Financial Advisors | 0.38% | Reduce -3.2% | 2,052 | $271K |
| Altus Wealth Group LLC | 0.12% | No change | 2,050 | $271K |
| Compass Capital Corp. /Ma/ | 0.13% | Reduce -26.9% | 2,019 | $269K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | No change | 2,035 | $269K |
| Villere St Denis J & Co. LLC | 0.03% | Reduce -25.6% | 2,033 | $269K |
| Next Capital Management LLC | 0.10% | New | 2,030 | $268K |
| Maryland Capital Advisors Inc. | 0.10% | No change | 2,028 | $268K |
| Fiduciary Trust Co | 0.00% | New | 2,003 | $265K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | No change | 1,988 | $263K |
| Insight Inv LLC | 0.17% | No change | 1,970 | $260K |
| Key Financial Inc | 0.05% | Reduce -16.2% | 1,970 | $260K |
| First Hawaiian Bank | 0.04% | No change | 1,962 | $259K |
| Sterling Investment Counsel, LLC | 0.15% | Reduce -40.0% | 1,960 | $259K |
| Snider Financial Group | 0.07% | Reduce -20.8% | 1,952 | $258K |
| Argentarii, LLC | 0.12% | Reduce -2.6% | 1,945 | $257K |
| Moneco Advisors, LLC | 0.02% | No change | 1,937 | $256K |
| Monograph Wealth Advisors, LLC | 0.03% | New | 1,933 | $255K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.4% | 1,927 | $255K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 1,914 | $253K |
| Elm Partners Management LLC | 0.01% | Reduce -41.1% | 1,903 | $251K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -17.4% | 1,885 | $249K |
| Journey Strategic Wealth LLC | 0.01% | New | 1,881 | $249K |
| Bluespring Wealth Management, LLC | 0.02% | No change | 1,878 | $248K |
| River Wealth Advisors LLC | 0.03% | No change | 1,869 | $247K |
| WealthShield Partners, LLC | 0.03% | Reduce -6.6% | 1,868 | $247K |
| Foster & Motley Inc. | 0.01% | No change | 1,856 | $245K |
| Foundation Wealth Management, LLC\PA | 0.11% | No change | 1,853 | $245K |
| Rahlfs Capital, LLC | 0.22% | No change | 1,850 | $244K |
| Navigation Wealth Management, Inc. | 0.36% | New | 1,845 | $244K |
| Sage Mountain Advisors LLC | 0.02% | Add +198.1% | 1,842 | $243K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +2.3% | 1,840 | $243K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.6% | 1,831 | $242K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Add +8.8% | 1,814 | $240K |
| Planning Directions Inc. | 0.13% | Reduce -25.6% | 1,811 | $239K |
| Oarsman Capital, Inc. | 0.04% | No change | 1,807 | $239K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -1.1% | 1,799 | $238K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +1.0% | 1,797 | $237K |
| Glassman Wealth Services | 0.04% | Reduce -1.3% | 1,797 | $237K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,797 | $237K |
| SouthState Bank Corp | 0.01% | Reduce -5.5% | 1,785 | $236K |
| Lathrop Investment Management Co. | 0.04% | No change | 1,781 | $235K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,770 | $234K |
| Gallacher Capital Management LLC | 0.11% | No change | 1,755 | $232K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.8% | 1,749 | $231K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.2% | 1,741 | $230K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,723 | $228K |
| BostonPremier Wealth LLC | 0.13% | Add +0.3% | 1,711 | $226K |
| Calamos Wealth Management LLC | 0.01% | New | 1,706 | $225K |
| Wealthspire Retirement, LLC | 0.01% | Reduce -0.8% | 1,695 | $224K |
| American Money Management, LLC | 0.04% | Reduce -14.7% | 1,690 | $223K |
| West Michigan Advisors, LLC | 0.06% | Reduce -1.4% | 1,682 | $222K |
| Triangle Securities Wealth Management | 0.05% | Reduce -1.5% | 1,679 | $222K |
| Ibex Wealth Advisors | 0.02% | New | 1,678 | $222K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.3% | 1,675 | $221K |
| Unified Investment Management | 0.24% | No change | 1,665 | $220K |
| Fiera Capital Corp | 0.00% | No change | 1,663 | $220K |
| Foundation Wealth Management, LLC | 0.15% | No change | 1,661 | $219K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -4.0% | 1,661 | $219K |
| New England Private Wealth Advisors LLC | 0.03% | New | 1,611 | $218K |
| MIdWestOne Financial Group, Inc. | 0.03% | Reduce -1.1% | 1,650 | $218K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -15.2% | 1,633 | $216K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 1,620 | $214K |
| Coston, McIsaac & Partners | 0.06% | No change | 1,623 | $214K |
| Marotta Asset Management | 0.04% | Reduce -15.0% | 1,617 | $214K |
| Haverford Trust Co | 0.00% | Reduce -4.5% | 1,591 | $210K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +0.1% | 1,591 | $210K |
| Tsfg, LLC | 0.04% | Reduce -11.1% | 1,589 | $210K |
| Associated Banc-Corp | 0.01% | Reduce -1.6% | 1,575 | $208K |
| Vicus Capital | 0.02% | New | 1,572 | $208K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Reduce -2.0% | 1,565 | $207K |
| Quadcap Wealth Management, LLC | 0.03% | New | 1,566 | $207K |
| LaFleur & Godfrey LLC | 0.03% | New | 1,560 | $206K |
| Headlands Technologies LLC | 0.02% | Reduce -26.8% | 1,560 | $206K |
| Net Worth Advisory Group | 0.05% | New | 1,549 | $205K |
| Empower Advisory Group, LLC | 0.00% | Reduce -20.5% | 1,544 | $204K |
| Independence Bank of Kentucky | 0.03% | Reduce -10.6% | 1,538 | $203K |
| GAMCO Investors | 0.00% | New | 1,535 | $203K |
| Neumann Capital Management, LLC | 0.06% | New | 1,524 | $201K |
| First Command Advisory Services, Inc. | 0.00% | Add +17.8% | 1,489 | $197K |
| Parkworth Wealth Management, Inc. | 0.14% | Add +0.3% | 1,463 | $193K |
| Country Trust Bank | 0.00% | No change | 1,430 | $189K |
| REAP Financial Group, LLC | 0.04% | Reduce -3.7% | 1,416 | $187K |
| Versant Capital Management, Inc | 0.03% | No change | 1,396 | $184K |
| GAMMA Investing LLC | 0.01% | Add +12.6% | 1,393 | $184K |
| Lazard Asset Management LLC | 0.00% | No change | 1,400 | $184K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -18.0% | 1,363 | $180K |
| Rialto Wealth Management, LLC | 0.05% | No change | 1,340 | $177K |
| 2UniFi Bank | 0.10% | No change | 1,320 | $174K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,305 | $172K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,291 | $171K |
| Oakworth Capital, Inc. | 0.01% | Reduce -2.7% | 1,283 | $170K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,250 | $165K |
| Pineridge Advisors LLC | 0.06% | Add +18.6% | 1,232 | $163K |
| Avalon Trust Co | 0.01% | New | 1,221 | $161K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.3% | 1,188 | $157K |
| Townsend Asset Management Corp. /NC/ | 0.06% | Add +0.3% | 1,172 | $155K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,149 | $152K |
| Trust Co. of Vermont | 0.01% | No change | 1,114 | $147K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 1,108 | $146K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,093 | $144K |
| Legacies Wealth LLC | 0.09% | Reduce -80.3% | 1,065 | $141K |
| High Note Wealth, LLC | 0.03% | No change | 1,037 | $137K |
| Richardson Financial Services Inc. | 0.09% | Reduce -47.1% | 1,018 | $136K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.4% | 1,003 | $133K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 961 | $127K |
| Midwest Capital Advisors, LLC | 0.06% | No change | 905 | $120K |
| Matrix Private Capital Group LLC | 0.07% | Add +646.7% | 896 | $118K |
| Cutler Capital Management, LLC | 0.05% | No change | 886 | $117K |
| Sunbelt Securities, Inc. | 0.01% | Add +469.6% | 900 | $116K |
| CoreFirst Bank & Trust | 0.06% | New | 865 | $114K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 862 | $114K |
| Smithfield Trust Co | 0.01% | No change | 831 | $111K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +9.7% | 824 | $109K |
| Olistico Wealth, LLC | 0.06% | Add +0.1% | 824 | $109K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 814 | $108K |
| Pflug Koory, LLC | 0.05% | No change | 808 | $107K |
| Creative Financial Designs Inc. | 0.01% | No change | 785 | $104K |
| Bare Financial Services, Inc | 0.03% | No change | 784 | $104K |
| Holos Integrated Wealth LLC | 0.06% | No change | 767 | $103K |
| Addison Advisors LLC | 0.03% | New | 775 | $102K |
| GeoWealth Management, LLC | 0.00% | Add +1.2% | 774 | $102K |
| Hilltop National Bank | 0.03% | — | 757 | $100K |
| Trust Co | 0.01% | No change | 717 | $95K |
| Sound Income Strategies, LLC | 0.01% | Add +9.6% | 717 | $95K |
| Harbor Asset Planning, Inc. | 0.09% | — | 683 | $90K |
| New Republic Capital, LLC | 0.03% | No change | 679 | $90K |
| Steph & Co. | 0.03% | No change | 679 | $90K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.5% | 672 | $89K |
| Signaturefd, LLC | 0.00% | Reduce -69.5% | 670 | $89K |
| Eastern Bank | 0.00% | No change | 660 | $87K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +25.1% | 659 | $87K |
| GoalVest Advisory LLC | 0.02% | New | 658 | $87K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -23.9% | 636 | $84K |
| Golden State Wealth Management, LLC | 0.01% | No change | 624 | $82K |
| Ridgewood Investments LLC | 0.04% | No change | 612 | $81K |
| Rossby Financial, LCC | 0.03% | Add +5.2% | 611 | $81K |
| Asset Dedication, LLC | 0.01% | No change | 611 | $81K |
| Provident Wealth Management, LLC | 0.03% | No change | 596 | $79K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -4.2% | 589 | $78K |
| HM Payson & Co. | 0.00% | Add +50.7% | 565 | $75K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 556 | $73K |
| United Community Bank | 0.02% | No change | 541 | $71K |
| Archer Investment Corp | 0.02% | No change | 524 | $69K |
| Riverview Trust Co | 0.09% | No change | 520 | $69K |
| Ameriflex Group, Inc. | 0.04% | Add +0.4% | 523 | $69K |
| Optimum Investment Advisors | 0.03% | No change | 516 | $68K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 516 | $68K |
| Financial Connections Group, Inc. | 0.03% | No change | 517 | $68K |
| McIlrath & Eck, LLC | 0.01% | No change | 513 | $68K |
| North Star Investment Management Corp. | 0.00% | No change | 494 | $65K |
| HHM Wealth Advisors, LLC | 0.01% | Add +532.0% | 493 | $65K |
| Beacon Capital Management, LLC | 0.01% | Reduce -11.8% | 492 | $65K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 483 | $64K |
| Bangor Savings Bank | 0.01% | No change | 466 | $62K |
| Operose Advisors LLC | 0.02% | No change | 465 | $61K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -70.3% | 460 | $61K |
| Colonial Trust Advisors | 0.00% | No change | 450 | $59K |
| Realta Investment Advisors | 0.02% | Reduce -53.9% | 443 | $59K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.5% | 422 | $56K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 416 | $55K |
| Private Wealth Management Group, LLC | 0.02% | Reduce -3.6% | 400 | $53K |
| Hollencrest Capital Management | 0.00% | New | 399 | $53K |
| Biltmore Family Office, LLC | 0.01% | No change | 396 | $52K |
| Creekmur Asset Management LLC | 0.01% | No change | 396 | $52K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -46.5% | 394 | $52K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 350 | $46K |
| Fairman Group, LLC | 0.04% | Add +107.3% | 340 | $45K |
| JNBA Financial Advisors | 0.00% | No change | 339 | $45K |
| Elequin Capital, LP | 0.01% | Add +324.1% | 335 | $44K |
| Investors Research Corp | 0.01% | No change | 325 | $43K |
| Aventura Private Wealth, LLC | 0.02% | Reduce -25.5% | 324 | $43K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 303 | $40K |
| Copia Wealth Management | 0.03% | No change | 300 | $40K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 300 | $40K |
| Choate Investment Advisors | 0.00% | Reduce -92.1% | 295 | $39K |
| Kimelman & Baird, LLC | 0.00% | No change | 284 | $38K |
| Horizons Wealth Management | 0.03% | No change | 279 | $37K |
| AlphaCore Capital LLC | 0.00% | Add +8.8% | 272 | $36K |
| Larson Financial Group LLC | 0.00% | Reduce -0.7% | 271 | $36K |
| Windsor Advisory Group, LLC | 0.05% | No change | 270 | $36K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 264 | $35K |
| Tortoise Investment Management, LLC | 0.00% | No change | 263 | $35K |
| Talon Private Wealth, LLC | 0.00% | New | 258 | $34K |
| Howe & Rusling Inc. | 0.00% | Add +1180.0% | 256 | $34K |
| Register Financial Advisors LLC | 0.01% | No change | 254 | $34K |
| Crews Bank & Trust | 0.01% | No change | 253 | $33K |
| Nova Wealth Management, Inc. | 0.02% | No change | 252 | $33K |
| Trust Co. of Toledo NA | 0.00% | New | 251 | $33K |
| Hughes Financial Services, LLC | 0.01% | No change | 247 | $33K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 250 | $33K |
| Legacy Investment Solutions, LLC | 0.02% | — | 249 | $33K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 249 | $33K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | No change | 247 | $33K |
| PrairieView Partners, LLC | 0.00% | No change | 243 | $32K |
| City State Bank | 0.01% | No change | 240 | $32K |
| Bogart Wealth, LLC | 0.00% | Add +17.7% | 239 | $32K |
| Gen-Wealth Partners Inc | 0.01% | Add +1.3% | 239 | $32K |
| Rothschild Investment LLC | 0.00% | No change | 225 | $30K |
| American Capital Advisory, LLC | 0.01% | No change | 220 | $29K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 220 | $29K |
| Bank of New Hampshire | 0.01% | No change | 214 | $28K |
| Westside Investment Management, Inc. | 0.01% | Add +108.3% | 200 | $27K |
| Rise Advisors, LLC | 0.01% | Add +4.1% | 202 | $27K |
| Bellevue Asset Management, LLC | 0.01% | No change | 200 | $26K |
| Mechanics Financial Corp | 0.01% | No change | 197 | $26K |
| Peachtree Investment Partners, LLC | 0.01% | Add +0.5% | 192 | $25K |
| Clearstead Trust, LLC | 0.00% | New | 191 | $25K |
| TOWER TRUST & INVESTMENT Co | 0.02% | No change | 190 | $25K |
| Avion Wealth | 0.01% | No change | 192 | $25K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 193 | $24K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 181 | $24K |
| Roxbury Financial LLC | 0.02% | No change | 177 | $23K |
| Montag A & Associates Inc. | 0.00% | No change | 176 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -15.4% | 176 | $23K |
| Abound Wealth Management | 0.01% | Reduce -22.4% | 173 | $23K |
| Financial Gravity Companies, Inc. | 0.00% | — | 170 | $22K |
| Albion Financial Group | 0.00% | No change | 162 | $21K |
| Hara Capital LLC | 0.01% | No change | 148 | $20K |
| Salem Investment Counselors Inc. | 0.00% | No change | 144 | $19K |
| Winthrop Capital Management, LLC | 0.00% | No change | 139 | $18K |
| Integrity Financial Corp | 0.01% | No change | 135 | $18K |
| Field & Main Bank | 0.01% | Reduce -10.7% | 134 | $18K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 129 | $17K |
| Highline Wealth Partners LLC | 0.01% | Add +0.8% | 128 | $17K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 121 | $16K |
| Pin Oak Investment Advisors Inc. | 0.01% | Reduce -56.3% | 128 | $16K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -24.0% | 117 | $16K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 119 | $16K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 119 | $16K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -12.8% | 116 | $15K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 113 | $15K |
| CVA Family Office, LLC | 0.00% | No change | 111 | $15K |
| MilWealth Group LLC | 0.00% | No change | 110 | $15K |
| Front Row Advisors LLC | 0.01% | No change | 109 | $14K |
| Evermay Wealth Management LLC | 0.00% | No change | 107 | $14K |
| Briaud Financial Planning Inc | 0.01% | No change | 100 | $13K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -46.0% | 100 | $13K |
| Brooklyn Investment Group | 0.00% | Reduce -19.2% | 97 | $13K |
| Activest Wealth Management | 0.00% | No change | 95 | $12K |
| American National Bank & Trust | 0.00% | No change | 94 | $12K |
| Motco | 0.00% | No change | 87 | $12K |
| Qube Research & Technologies Ltd | 0.00% | New | 79 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 77 | $10K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 77 | $10K |
| Pingora Partners LLC | 0.01% | Reduce -16.7% | 75 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 75 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $9K |
| one8zero8, LLC | 0.00% | No change | 65 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 61 | $8K |
| Tower View Wealth Management LLC | 0.00% | No change | 60 | $8K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -89.5% | 60 | $8K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 55 | $7K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 55 | $7K |
| Breakwater Investment Management | 0.00% | No change | 55 | $7K |
| Arlington Trust Co LLC | 0.00% | Reduce -79.0% | 53 | $7K |
| MorganRosel Wealth Management, LLC | 0.00% | No change | 51 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $6K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 45 | $6K |
| Chelsea Counsel Co. | 0.00% | No change | 42 | $6K |
| First Community Trust NA | 0.00% | New | 41 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $5K |
| North Capital, Inc. | 0.00% | No change | 40 | $5K |
| BankPlus Trust Department | 0.00% | No change | 40 | $5K |
| Bfsg, LLC | 0.00% | Reduce -50.0% | 40 | $5K |
| 10Elms LLP | 0.01% | No change | 37 | $5K |
| Rosenberg Matthew Hamilton | 0.00% | New | 37 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 34 | $4K |
| Nemes Rush Group LLC | 0.00% | Reduce -16.7% | 30 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 28 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 27 | $4K |
| New Millennium Group LLC | 0.00% | Reduce -52.6% | 27 | $4K |
| Robinswood Financial LLC | 0.00% | No change | 25 | $3K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | No change | 25 | $3K |
| Pacifica Partners Inc. | 0.00% | Reduce -75.7% | 25 | $3K |
| Dunhill Financial, LLC | 0.00% | No change | 22 | $3K |
| Angeles Wealth Management, LLC | 0.00% | New | 22 | $3K |
| Alerus Financial NA | 0.00% | New | 21 | $3K |
| Broadwater Capital Management LLC | 0.00% | Add +13115.0% | 2,643 | $3K |
| PFS Partners, LLC | 0.00% | No change | 19 | $3K |
| FWL Investment Management, LLC | 0.00% | No change | 18 | $2K |
| Financial Perspectives, Inc | 0.00% | Reduce -74.4% | 11 | $1K |
| Bellwether Advisors, LLC | 0.00% | Reduce -100.0% | 9 | $1K |
| Kilter Group LLC | 0.00% | New | 7 | $925 |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $793 |
| Compass Financial Services Inc | 0.00% | New | 4 | $531 |
| Main Street Group, LTD | 0.00% | No change | 4 | $529 |
| Wagner Wealth Management, LLC | 0.00% | No change | 1 | $132 |
| 1 North Wealth Services LLC | 0.00% | No change | 1 | $87 |
"% 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.