iShares Russell Mid-Cap ValuIWSETF
13F holders, Q3 2025 (September 30)934holders +15
74new positions
51sold out
4famous investors
$139.56avg. 13F price*
At the end of Q3 2025, 934 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 15 from Q2 2025. 74 opened new positions and 51 sold out. The largest holders were Jones Financial Companies LLLP ($1.4B), Morgan Stanley ($1.2B) and Wells Fargo & Company ($524.0M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $154.7M |
| Exits | 51 | $44.7M |
All 13F filers, Q2 2025 → Q3 2025: 2,183,281 shares bought and 2,528,744 shares sold, net −345,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 934 holders
| Jones Financial Companies LLLP | 0.95% | Reduce -7.0% | 10,047,475 | $1.4B |
| Morgan Stanley | 0.07% | Add +1.1% | 8,245,471 | $1.2B |
| Wells Fargo & Company | 0.11% | Reduce -1.3% | 3,751,715 | $524.0M |
| Bank of America Corp. | 0.04% | Reduce -2.3% | 3,675,090 | $513.3M |
| Tiaa Trust, National Association | 1.16% | Add +1.0% | 3,427,479 | $478.7M |
| Envestnet Portfolio Solutions, Inc. | 1.45% | Add +1.7% | 2,823,287 | $394.3M |
| First Citizens Bank & Trust Co. | 8.13% | Add +3.1% | 2,698,999 | $377.0M |
| Royal Bank of Canada | 0.06% | Reduce -4.8% | 2,451,800 | $342.4M |
| US Bancorp \de | 0.36% | Reduce -4.2% | 2,189,330 | $305.8M |
| Commonwealth Equity Services, LLC | 0.38% | Reduce -5.5% | 2,073,188 | $289.6M |
| Commerce Bank | 1.57% | Reduce -3.2% | 2,020,035 | $282.1M |
| FMR LLC | 0.01% | Reduce -1.0% | 1,950,557 | $272.4M |
| UBS Group AG | 0.04% | Reduce -0.6% | 1,637,262 | $228.7M |
| Betterment LLC | 0.44% | Reduce -2.7% | 1,594,763 | $222.7M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -2.2% | 1,312,650 | $183.3M |
| LPL Financial LLC | 0.05% | Add +3.4% | 1,203,672 | $168.1M |
| Ameriprise Financial Inc. | 0.04% | Reduce -2.3% | 1,102,565 | $154.0M |
| Cassaday & Co Wealth Management LLC | 3.20% | Add +1.6% | 992,566 | $138.6M |
| Zions Bancorporation, National Association | 6.60% | Reduce -1.2% | 956,895 | $133.6M |
| Victory Capital Management Inc. | 0.08% | Add +0.2% | 945,096 | $132.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.5% | 857,248 | $119.7M |
| Stephens Inc. | 1.50% | Add +0.9% | 843,697 | $117.8M |
| Vantagepoint Investment Advisers LLC | 0.86% | New | 753,343 | $105.2M |
| JPMorgan Chase & Co. | 0.01% | Add +8.1% | 732,105 | $102.3M |
| Stephens Group Asset Management, LLC | 6.70% | Reduce -4.3% | 712,170 | $99.5M |
| Pacific Life Fund Advisors LLC | 8.88% | Reduce -1.6% | 620,076 | $86.6M |
| Raymond James Financial Inc. | 0.03% | Add +8.1% | 580,628 | $81.1M |
| Heritage Wealth Advisors | 3.21% | Add +1.8% | 524,534 | $73.3M |
| Money Concepts Capital Corp. | 3.77% | Add +1.7% | 437,299 | $61.1M |
| Truist Financial Corp. | 0.08% | Reduce -0.8% | 430,051 | $60.1M |
| Equitable Holdings, Inc. | 0.42% | Reduce -8.5% | 408,017 | $57.0M |
| Cetera Investment Advisers | 0.07% | Add +20.1% | 402,401 | $56.2M |
| AE Wealth Management LLC | 0.33% | Add +0.4% | 366,952 | $51.3M |
| Lido Advisors, LLC | 0.19% | Reduce -2.6% | 334,636 | $46.7M |
| AMG National Trust Bank | 1.13% | Reduce -2.1% | 330,633 | $46.2M |
| Mariner, LLC | 0.05% | Add +4.3% | 295,634 | $41.3M |
| SVB Wealth LLC | 2.19% | Add +4.3% | 290,834 | $40.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +3.0% | 282,781 | $39.5M |
| Chicago Partners Investment Group LLC | 0.97% | Reduce -0.7% | 265,321 | $37.0M |
| One Capital Management, LLC | 1.15% | Add +0.8% | 257,943 | $36.0M |
| Cedar Mountain Advisors, LLC | 6.86% | Reduce -1.9% | 252,309 | $35.2M |
| GLOBALT Investments LLC / GA | 1.22% | Reduce -1.6% | 238,485 | $33.3M |
| Osaic Holdings, Inc. | 0.05% | Add +2.6% | 237,813 | $33.1M |
| LPWM LLC | 8.40% | Add +1.6% | 225,308 | $31.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.9% | 215,702 | $30.1M |
| Anchor Capital Advisors LLC | 0.87% | Add +10.5% | 214,223 | $29.9M |
| Wescott Financial Advisory Group, LLC | 2.63% | Reduce -1.9% | 210,228 | $29.4M |
| Focus Partners Wealth | 0.05% | Reduce -3.2% | 200,196 | $28.0M |
| Keybank National Association | 0.10% | Reduce -0.8% | 199,731 | $27.9M |
| Moneta Group Investment Advisors LLC | 0.20% | Reduce -0.6% | 179,375 | $25.1M |
| Rodgers & Associates, LTD | 2.47% | Reduce -0.0% | 171,753 | $24.0M |
| Moran Wealth Management, LLC | 0.72% | New | 170,086 | $23.8M |
| Badgley Phelps Wealth Managers, LLC | 0.49% | Add +0.8% | 167,953 | $23.5M |
| M&T Bank Corp | 0.08% | Reduce -1.8% | 167,520 | $23.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +4.2% | 158,256 | $22.1M |
| First Citizens Asset Management, Inc. | 7.67% | Add +0.0% | 154,874 | $21.6M |
| Covenant Partners, LLC | 6.13% | Reduce -2.9% | 154,758 | $21.6M |
| Captrust Financial Advisors | 0.04% | Reduce -3.3% | 153,401 | $21.4M |
| Asset Management Group, Inc. | 3.47% | Add +0.3% | 151,958 | $21.2M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -3.1% | 145,313 | $20.3M |
| RTD Financial Advisors, Inc. | 2.43% | Add +3.0% | 144,812 | $20.2M |
| First Citizens Investor Services, Inc. | 7.60% | — | 140,799 | $19.7M |
| Bishop & Co Investment Management, LLC | 6.53% | Add +2.3% | 139,778 | $19.5M |
| Natixis Advisors, LLC | 0.03% | Reduce -9.2% | 138,290 | $19.3M |
| Stifel Financial Corp. | 0.02% | Reduce -0.1% | 134,885 | $18.8M |
| CIBC Private Wealth Group LLC | 0.03% | Add +0.1% | 134,156 | $18.7M |
| Sterling Capital Management LLC | 0.26% | Reduce -0.1% | 125,961 | $17.6M |
| LBJ Family Wealth Advisors, Ltd. | 9.56% | Reduce -0.7% | 125,588 | $17.5M |
| Thompson Siegel & Walmsley LLC | 0.28% | Add +4.5% | 125,114 | $17.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.1% | 124,728 | $17.4M |
| Corient Private Wealth LP | 0.03% | Add +11.2% | 124,133 | $17.3M |
| Creative Planning | 0.01% | Reduce -2.2% | 123,185 | $17.2M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -1.3% | 121,466 | $17.0M |
| Northern Trust Corp. | 0.00% | Reduce -32.0% | 118,813 | $16.6M |
| Fifth Third Bancorp | 0.05% | Reduce -1.3% | 118,272 | $16.5M |
| Fifth Third Securities, Inc. | 1.10% | Add +5.4% | 114,875 | $16.0M |
| Avantax Planning Partners, Inc. | 0.45% | Reduce -2.2% | 111,756 | $15.6M |
| FSA Wealth Management LLC | 5.65% | Add +0.0% | 110,693 | $15.5M |
| Waverly Advisors, LLC | 0.15% | Reduce -1.4% | 105,880 | $14.8M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.9% | 104,261 | $14.6M |
| Prosperity Consulting Group, LLC | 0.69% | Add +1.5% | 100,650 | $14.1M |
| Comerica Bank | 0.05% | Reduce -4.3% | 98,579 | $13.8M |
| Assetmark, Inc. | 0.03% | Add +1496.5% | 98,487 | $13.8M |
| Evergreen Capital Management LLC | 0.33% | Add +1.2% | 97,942 | $13.7M |
| Bokf, NA | 0.19% | Reduce -2.5% | 92,040 | $12.9M |
| Occidental Asset Management, LLC | 1.59% | Reduce -1.8% | 90,874 | $12.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.6% | 87,657 | $12.3M |
| Johnson Investment Counsel Inc. | 0.10% | Reduce -1.1% | 87,496 | $12.2M |
| Clearstead Advisors, LLC | 0.17% | Reduce -1.0% | 84,832 | $11.8M |
| Bank of Montreal | 0.01% | Reduce -8.8% | 84,755 | $11.8M |
| MAI Capital Management | 0.07% | Add +3.9% | 82,205 | $11.5M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -1.3% | 81,092 | $11.3M |
| First Horizon Corp. | 0.52% | — | 79,766 | $11.1M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +0.2% | 79,578 | $11.1M |
| Savant Capital, LLC | 0.07% | Add +1.9% | 77,533 | $10.8M |
| JMG Financial Group, Ltd. | 0.30% | Reduce -3.0% | 76,043 | $10.6M |
| Synovus Financial Corp. | 0.12% | Add +3.5% | 75,513 | $10.5M |
| Earnest Partners LLC | 0.05% | Add +15.7% | 74,731 | $10.4M |
| WestHill Financial Advisors, Inc. | 2.04% | Add +4.3% | 74,350 | $10.4M |
| MML Investors Services, LLC | 0.03% | Add +14.3% | 71,112 | $9.9M |
| Cwm, LLC | 0.03% | Reduce -5.3% | 68,410 | $9.6M |
| Twin Focus Capital Partners, LLC | 1.21% | Reduce -0.0% | 68,381 | $9.6M |
| UMB Bank, n.a. | 0.14% | Reduce -12.9% | 68,126 | $9.5M |
| XML Financial, LLC | 0.76% | Add +0.8% | 66,540 | $9.3M |
| Pinnacle Financial Partners Inc | 0.22% | Add +5.9% | 66,362 | $9.3M |
| Bank of New York Mellon Corp | 0.00% | Add +0.8% | 63,134 | $8.8M |
| Howard Bailey Securities, LLC | 2.50% | Add +3.0% | 62,957 | $8.8M |
| LifeWealth Investments, LLC | 2.82% | Add +8.2% | 61,237 | $8.6M |
| NewEdge Advisors, LLC | 0.04% | Add +1.7% | 60,908 | $8.5M |
| Accredited Investors Inc. | 0.47% | Reduce -9.7% | 60,628 | $8.5M |
| Park Avenue Securities LLC | 0.06% | Add +5.5% | 58,513 | $8.2M |
| Legacy Edge Advisors, LLC | 0.95% | Reduce -0.8% | 57,798 | $8.1M |
| Inspirion Wealth Advisors, LLC | 1.12% | Add +1.1% | 60,463 | $8.0M |
| Mill Creek Capital Advisors, LLC | 0.16% | Add +2.2% | 56,984 | $8.0M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.8% | 55,775 | $7.8M |
| Inlight Wealth Management, LLC | 3.62% | Reduce -0.2% | 55,230 | $7.7M |
| Private Advisor Group, LLC | 0.04% | Add +3.0% | 53,531 | $7.5M |
| Powell Investment Advisors, LLC | 2.58% | Reduce -1.1% | 52,750 | $7.4M |
| Corundum Group, Inc. | 2.99% | Add +4.2% | 52,101 | $7.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.5% | 51,055 | $7.1M |
| KMG Fiduciary Partners, LLC | 0.47% | Add +0.6% | 50,632 | $7.1M |
| James J. Burns & Company, LLC | 1.03% | Add +0.2% | 49,606 | $6.9M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.2% | 48,298 | $6.7M |
| McAdam, LLC | 0.33% | Reduce -3.4% | 47,470 | $6.6M |
| Conning Inc. | 0.23% | No change | 47,016 | $6.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -81.2% | 46,842 | $6.5M |
| &partners | 0.04% | Add +13.3% | 45,930 | $6.5M |
| Processus Wealth & Capital Management, LLC | 4.48% | Reduce -12.1% | 44,696 | $6.2M |
| Bleakley Financial Group, LLC | 0.14% | Reduce -3.1% | 43,950 | $6.1M |
| Farmers & Merchants Investments Inc. | 0.17% | Reduce -0.6% | 43,323 | $6.1M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +8.2% | 42,403 | $5.9M |
| Mullaney, Keating & Wright, Inc. | 3.27% | Reduce -0.7% | 42,235 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +8.5% | 40,650 | $5.7M |
| Nuance Investments, LLC | 0.57% | Add +167.9% | 40,300 | $5.6M |
| NewEdge Wealth, LLC | 0.08% | Reduce -1.0% | 40,631 | $5.6M |
| Arcadia Wealth Management, LLC | 2.21% | Add +621.6% | 39,975 | $5.6M |
| Councilor Wealth, LLC | 2.58% | Reduce -7.3% | 39,767 | $5.6M |
| Aldebaran Capital, LLC | 5.04% | Reduce -0.4% | 39,304 | $5.5M |
| Simplicity Wealth,LLC | 0.32% | Reduce -46.7% | 39,157 | $5.5M |
| First Merchants Corp. | 0.20% | Add +2.7% | 38,845 | $5.4M |
| Alliancebernstein L.P. | 0.00% | Add +30.4% | 38,596 | $5.4M |
| Kingdom Financial Group LLC. | 3.28% | Add +24.8% | 38,397 | $5.4M |
| Investment Partners, LTD. | 1.88% | Add +1.8% | 38,318 | $5.4M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +222.6% | 37,927 | $5.3M |
| Wealthspire Advisors, LLC | 0.03% | Add +0.0% | 37,840 | $5.3M |
| Mather Group, Llc. | 0.05% | Add +0.2% | 37,479 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.6% | 36,548 | $5.1M |
| Whitaker-Myers Wealth Managers, LTD. | 1.09% | Add +3.8% | 35,931 | $5.0M |
| CoreCap Advisors, LLC | 0.18% | Add +0.9% | 34,645 | $4.8M |
| LWM Advisors Inc. | 4.16% | Add +3.2% | 33,157 | $4.6M |
| Community Bank, N.A. | 0.56% | Reduce -4.4% | 33,147 | $4.6M |
| Focus Financial Network, Inc. | 0.16% | Add +0.8% | 32,427 | $4.5M |
| Brady Martz Wealth Solutions, LLC | 0.81% | Reduce -1.2% | 32,076 | $4.5M |
| Regions Financial Corp. | 0.03% | Add +7.5% | 31,782 | $4.4M |
| Midwest Trust Co | 0.06% | Add +24.7% | 31,596 | $4.4M |
| Bridges Investment Management Inc. | 0.05% | Add +2.3% | 30,739 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 30,708 | $4.3M |
| Ascent Group, LLC | 0.15% | Add +8.6% | 30,176 | $4.2M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -1.1% | 30,105 | $4.2M |
| Glenmede Investment Management, LP | 0.02% | Reduce -3.8% | 29,213 | $4.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -21.9% | 29,200 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +182.5% | 28,707 | $4.0M |
| ARK & TLK Investments, LLC | 1.26% | No change | 28,477 | $4.0M |
| Future Fund LLC | 1.38% | No change | 27,975 | $3.9M |
| VestGen Advisors, LLC | 0.13% | Add +0.7% | 27,671 | $3.9M |
| Connecticut Wealth Management, LLC | 0.17% | No change | 27,609 | $3.9M |
| Falcon Wealth Planning | 0.35% | Reduce -3.4% | 27,535 | $3.8M |
| City Holding Co. | 0.46% | Reduce -0.2% | 26,429 | $3.7M |
| Fidelis Capital Partners, LLC | 0.29% | Reduce -0.3% | 26,287 | $3.7M |
| Widmann Financial Services, Inc. | 2.30% | Add +6.6% | 26,136 | $3.7M |
| Vance Wealth, LLC | 1.10% | Reduce -8.1% | 25,720 | $3.6M |
| Kennedy Capital Management LLC | 0.08% | Reduce -6.5% | 25,617 | $3.6M |
| Sage Financial Group Inc. | 0.23% | Reduce -0.1% | 24,728 | $3.5M |
| Hapanowicz & Associates Financial Services, Inc | 1.59% | Reduce -0.3% | 24,682 | $3.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +17.8% | 24,492 | $3.4M |
| Quantinno Capital Management LP | 0.01% | Add +290.1% | 24,309 | $3.4M |
| MSH Capital Advisors LLC | 0.89% | No change | 23,777 | $3.3M |
| Harbor Investment Advisory, LLC | 0.27% | No change | 23,644 | $3.3M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -17.2% | 23,032 | $3.2M |
| Brown Advisory Inc. | 0.00% | Add +2.8% | 22,804 | $3.2M |
| Private Wealth Asset Management, LLC | 0.38% | Reduce -1.3% | 22,769 | $3.2M |
| Amarillo National Bank | 0.55% | No change | 22,592 | $3.2M |
| Sigma Planning Corp | 0.09% | Add +4.8% | 22,350 | $3.1M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -5.1% | 22,429 | $3.1M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.1% | 22,276 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +0.1% | 22,238 | $3.1M |
| Equitable Trust Co. | 0.14% | Add +0.8% | 22,127 | $3.1M |
| Condor Capital Management | 0.25% | Add +0.7% | 21,999 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +5.2% | 21,986 | $3.1M |
| New Age Alpha Advisors, LLC | 0.13% | Reduce -43.4% | 21,810 | $3.0M |
| First Pacific Financial | 0.41% | Reduce -0.5% | 21,324 | $3.0M |
| Millstone Evans Group, LLC | 1.88% | Reduce -3.2% | 21,185 | $3.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.71% | Reduce -12.1% | 21,147 | $3.0M |
| Citigroup Inc. | 0.00% | Reduce -9.7% | 21,049 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -13.8% | 21,026 | $2.9M |
| Stock Yards Bank & Trust Co. | 0.09% | Add +0.2% | 20,883 | $2.9M |
| FAS Wealth Partners, Inc. | 0.20% | Add +0.8% | 20,857 | $2.9M |
| Atlas Brown,Inc. | 0.85% | Reduce -0.4% | 20,686 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.1% | 20,631 | $2.9M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -6.4% | 20,627 | $2.9M |
| Brighton Jones LLC | 0.07% | Add +3.2% | 20,599 | $2.9M |
| Tectonic Advisors LLC | 0.16% | Reduce -1.7% | 20,345 | $2.8M |
| Auour Investments LLC | 0.91% | Add +5.0% | 19,962 | $2.8M |
| Whitegate Investment Counselors, Inc. | 0.91% | No change | 19,817 | $2.8M |
| BlackRock, Inc. | 0.00% | Add +5.7% | 19,732 | $2.8M |
| Quadrant Capital Group LLC | 0.09% | Add +36.3% | 19,726 | $2.8M |
| Global Retirement Partners, LLC | 0.06% | Add +0.1% | 19,090 | $2.7M |
| Eukles Asset Management | 1.03% | Add +0.1% | 19,003 | $2.7M |
| Brown Brothers Harriman & Co. | 0.02% | Add +0.0% | 18,928 | $2.6M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -12.9% | 18,627 | $2.6M |
| Telos Capital Management, Inc. | 0.25% | Reduce -1.9% | 18,557 | $2.6M |
| LMG Wealth Partners, LLC | 0.48% | New | 18,311 | $2.6M |
| Wesbanco Bank Inc. | 0.07% | Add +0.1% | 18,190 | $2.5M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +1.7% | 18,010 | $2.5M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 17,745 | $2.5M |
| Choreo, LLC | 0.03% | Reduce -2.0% | 17,439 | $2.4M |
| Strategic Blueprint, LLC | 0.11% | New | 17,286 | $2.4M |
| Noble Family Wealth, LLC | 0.53% | No change | 17,213 | $2.4M |
| Capital Squared Financial LLC | 2.08% | Add +21.3% | 17,195 | $2.4M |
| Advisory Services Network, LLC | 0.04% | Add +1.4% | 17,106 | $2.4M |
| First Foundation Advisors | 0.09% | Add +9.1% | 17,083 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Reduce -0.7% | 16,770 | $2.3M |
| Whittier Trust Co. | 0.03% | Reduce -9.3% | 16,582 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +1.4% | 16,597 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Add +58.3% | 16,441 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +50.4% | 16,428 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 16,387 | $2.3M |
| Ballentine Partners, LLC | 0.03% | No change | 16,170 | $2.3M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Add +60.0% | 15,701 | $2.2M |
| Sequent Asset Management, LLC | 1.03% | No change | 15,536 | $2.2M |
| Beacon Bank & Trust | 0.46% | Add +12.1% | 15,258 | $2.1M |
| Bessemer Group Inc. | 0.00% | Add +0.3% | 15,073 | $2.1M |
| Alpine Bank Wealth Management | 0.29% | Reduce -1.1% | 14,995 | $2.1M |
| Bank of Hawaii | 0.10% | Add +2.3% | 14,931 | $2.1M |
| Principal Securities, Inc. | 0.03% | Reduce -2.5% | 14,822 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +150.1% | 14,731 | $2.1M |
| IFP Advisors, Inc | 0.05% | Add +95.1% | 14,651 | $2.0M |
| Goelzer Investment Management, Inc. | 0.11% | Reduce -10.2% | 14,501 | $2.0M |
| Parallel Advisors, LLC | 0.04% | Add +44.2% | 14,262 | $2.0M |
| Stonegate Investment Group, LLC | 0.05% | Add +9.6% | 13,894 | $1.9M |
| Tradition Wealth Management, LLC | 0.14% | No change | 13,781 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.8% | 13,615 | $1.9M |
| Horst & Graben Wealth Management LLC | 0.29% | Add +0.6% | 13,411 | $1.9M |
| Peloton Wealth Strategists | 0.75% | Reduce -5.0% | 13,373 | $1.9M |
| Merit Financial Group, LLC | 0.02% | Reduce -6.4% | 13,306 | $1.9M |
| Renasant Bank | 1.17% | Add +26.8% | 13,216 | $1.8M |
| BHK Investment Advisors, LLC | 0.69% | Reduce -2.6% | 13,158 | $1.8M |
| Pointe Capital Management LLC | 0.88% | Add +24.4% | 12,935 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 12,760 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +6.6% | 12,636 | $1.8M |
| Eagle Strategies LLC | 0.24% | Reduce -2.3% | 12,630 | $1.8M |
| Intrepid Financial Planning Group LLC | 0.67% | Reduce -0.9% | 12,558 | $1.8M |
| TFB Advisors LLC | 0.51% | Reduce -16.5% | 12,615 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +12.0% | 12,430 | $1.7M |
| Wealthfront Advisers LLC | 0.00% | Add +1.8% | 12,401 | $1.7M |
| Performance Wealth Partners, LLC | 0.05% | Reduce -0.8% | 12,228 | $1.7M |
| Rehmann Capital Advisory Group | 0.09% | Add +0.1% | 12,205 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -3.3% | 12,113 | $1.7M |
| Farther Finance Advisors, LLC | 0.03% | Add +141.8% | 12,078 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +1.4% | 12,057 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +10.2% | 11,950 | $1.7M |
| Csenge Advisory Group | 0.08% | Reduce -6.3% | 11,884 | $1.7M |
| Courier Capital LLC | 0.09% | Reduce -4.0% | 11,425 | $1.6M |
| Pacific Sun Financial Corp | 0.77% | Reduce -0.1% | 11,379 | $1.6M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -1.8% | 11,303 | $1.6M |
| RPg Family Wealth Advisory, LLC | 0.35% | Reduce -2.1% | 11,294 | $1.6M |
| Naviter Wealth, LLC | 0.18% | No change | 11,211 | $1.6M |
| MWA Asset Management | 0.86% | Reduce -0.6% | 11,175 | $1.6M |
| Affinity Capital Advisors, LLC | 0.24% | No change | 11,066 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -41.1% | 11,047 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.3% | 11,037 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Add +12.7% | 10,907 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +17.7% | 10,878 | $1.5M |
| Legacy Bridge, LLC | 0.63% | No change | 10,781 | $1.5M |
| Heck Capital Advisors, LLC | 0.12% | Add +2.8% | 10,693 | $1.5M |
| Nvest Financial, LLC | 0.85% | Add +47.6% | 10,563 | $1.5M |
| FWG Investments, LLC. | 1.01% | Add +4.3% | 10,559 | $1.5M |
| Callan Family Office, LLC | 0.05% | Reduce -4.7% | 10,531 | $1.5M |
| Broadview Financial Management, LLC | 0.98% | Reduce -2.4% | 10,451 | $1.5M |
| SageView Advisory Group, LLC | 0.05% | Reduce -1.6% | 10,398 | $1.5M |
| MV Capital Management, Inc. | 0.14% | No change | 10,390 | $1.5M |
| Bedel Financial Consulting, Inc. | 0.18% | Reduce -6.1% | 10,335 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.2% | 10,271 | $1.4M |
| Insight 2811, Inc. | 0.64% | Reduce -0.0% | 10,247 | $1.4M |
| American Trust | 0.12% | Reduce -11.3% | 10,111 | $1.4M |
| Allegheny Financial Group | 0.26% | Add +13.5% | 10,110 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -45.9% | 9,800 | $1.4M |
| Financial Guidance Group, Inc. | 0.61% | Add +0.0% | 9,740 | $1.4M |
| FineMark National Bank & Trust | 0.04% | Reduce -3.3% | 9,730 | $1.4M |
| American National Bank of Texas | 1.26% | — | 9,621 | $1.3M |
| AQR Capital Management | 0.00% | Add +33.0% | 9,557 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +256.2% | 9,508 | $1.3M |
| Roberts Financial Services LLC | 0.43% | Reduce -0.3% | 9,477 | $1.3M |
| National Philanthropic Trust | 0.01% | No change | 9,466 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Add +1.7% | 9,370 | $1.3M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -0.3% | 9,349 | $1.3M |
| Clarion Wealth Managment Partners, LLC | 1.28% | Reduce -5.0% | 9,322 | $1.3M |
| TD Private Client Wealth LLC | 0.03% | Reduce -0.6% | 9,264 | $1.3M |
| Sonata Capital Group Inc. | 0.47% | Add +2.5% | 9,199 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.9% | 9,155 | $1.3M |
| Norden Group LLC | 0.13% | Reduce -11.9% | 9,144 | $1.3M |
| Country Club Bank | 0.07% | Reduce -6.3% | 9,053 | $1.3M |
| Cozad Asset Management Inc. | 0.10% | Add +0.0% | 8,989 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +1.2% | 8,985 | $1.3M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -40.6% | 8,959 | $1.3M |
| Evensky & Katz LLC | 0.07% | Reduce -0.9% | 8,955 | $1.3M |
| Brookstone Capital Management | 0.01% | Reduce -4.7% | 8,853 | $1.2M |
| Luts & Greenleigh Group, Inc. | 1.09% | Reduce -1.5% | 8,728 | $1.2M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -1.7% | 8,680 | $1.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.20% | Reduce -0.7% | 8,634 | $1.2M |
| Trust Point Inc. | 0.10% | No change | 8,578 | $1.2M |
| Home Federal Bank of Tennessee | 0.32% | Reduce -0.3% | 8,576 | $1.2M |
| Causey Wealth LLC | 0.58% | Reduce -11.3% | 8,563 | $1.2M |
| Curi Capital, LLC | 0.02% | New | 8,551 | $1.2M |
| First National Trust Co | 0.04% | No change | 8,497 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -3.4% | 8,416 | $1.2M |
| SOL Capital Management CO | 0.10% | No change | 8,390 | $1.2M |
| Viewpoint Capital Management LLC | 0.51% | Reduce -0.5% | 8,299 | $1.2M |
| Private Trust Co. NA | 0.10% | Reduce -6.9% | 8,126 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Add +39.5% | 8,104 | $1.1M |
| STAR Financial Bank | 0.66% | Reduce -7.6% | 8,027 | $1.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.29% | Add +1.9% | 7,999 | $1.1M |
| Dentgroup LLC | 0.72% | New | 7,951 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -11.0% | 7,942 | $1.1M |
| Truepoint, Inc. | 0.03% | Add +20.0% | 7,869 | $1.1M |
| Sowell Financial Services LLC | 0.04% | Reduce -3.8% | 7,851 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.09% | No change | 8,256 | $1.1M |
| Glenview Trust Co | 0.02% | No change | 7,780 | $1.1M |
| NorthRock Partners, LLC | 0.02% | Add +3.0% | 7,772 | $1.1M |
| Evoke Wealth, LLC | 0.02% | Add +27.8% | 7,742 | $1.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.36% | Add +5.3% | 7,647 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.4% | 7,682 | $1.1M |
| StoneX Group Inc. | 0.05% | Add +19.8% | 7,650 | $1.1M |
| Cadence Bank | 0.06% | Reduce -0.1% | 7,618 | $1.1M |
| Saxon Interests, Inc. | 0.42% | Add +1.6% | 7,655 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -8.0% | 7,572 | $1.1M |
| Ade, LLC | 0.53% | Reduce -1.1% | 7,559 | $1.1M |
| Summit Financial, LLC | 0.02% | Add +15.4% | 7,541 | $1.1M |
| Warwick Investment Management, Inc. | 0.18% | Reduce -7.5% | 7,525 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +6.6% | 7,510 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +0.6% | 7,455 | $1.0M |
| Mosaic Family Wealth Partners, LLC | 0.12% | Add +0.0% | 7,394 | $1.0M |
| Private Management Group Inc. | 0.03% | Reduce -4.7% | 7,368 | $1.0M |
| Wedgewood Investors Inc. | 1.12% | No change | 7,292 | $1.0M |
| Nicolet Bankshares Inc. | 0.16% | No change | 7,292 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 7,278 | $1.0M |
| Sound View Wealth Advisors Group, LLC | 0.07% | No change | 7,253 | $1.0M |
| Washington Trust Bank | 0.07% | Reduce -29.4% | 7,207 | $1.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Reduce -2.3% | 7,137 | $997K |
| Five Oceans Advisors | 0.37% | Reduce -0.0% | 7,136 | $997K |
| Quest 10 Wealth Builders, Inc. | 0.91% | Add +8.5% | 7,105 | $992K |
| Capital Analysts, LLC | 0.03% | Reduce -5.2% | 7,065 | $987K |
| Tranquility Partners, LLC | 0.33% | Reduce -0.9% | 7,007 | $979K |
| Intrust Bank NA | 0.08% | No change | 6,955 | $971K |
| Rebalance, LLC | 0.06% | Add +0.4% | 6,943 | $970K |
| Intergy Private Wealth, LLC | 0.30% | Reduce -1.3% | 6,926 | $967K |
| Greenleaf Trust | 0.01% | Reduce -17.1% | 6,902 | $964K |
| Parkside Financial Bank & Trust | 0.07% | Add +77.0% | 6,898 | $963K |
| Bailard, Inc. | 0.02% | Reduce -0.4% | 6,879 | $961K |
| Fortis Capital Advisors, LLC | 0.15% | Reduce -5.7% | 6,846 | $956K |
| Belpointe Asset Management LLC | 0.04% | Reduce -5.7% | 6,846 | $956K |
| Avior Wealth Management, LLC | 0.03% | Add +2.5% | 6,829 | $954K |
| Lanark Financial, Inc. | 0.07% | Add +0.3% | 6,687 | $934K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.20% | No change | 6,629 | $926K |
| Johnson Financial Group, Inc. | 0.03% | Add +1.3% | 6,615 | $924K |
| DAVENPORT & Co LLC | 0.00% | Add +0.8% | 6,539 | $913K |
| Revolve Wealth Partners, LLC | 0.11% | Add +5.0% | 6,440 | $899K |
| MCF Advisors LLC | 0.05% | Reduce -0.5% | 6,415 | $896K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.4% | 6,396 | $893K |
| Auxano Advisors, LLC | 0.19% | Reduce -0.4% | 6,298 | $880K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +6.9% | 6,264 | $875K |
| Linscomb Wealth, Inc. | 0.04% | No change | 6,171 | $862K |
| Harbour Capital Advisors, LLC | 0.18% | No change | 6,150 | $860K |
| Prosperity Planning, Inc. | 0.32% | Reduce -0.8% | 6,113 | $854K |
| Trivium Point Advisory, LLC | 0.09% | Reduce -15.5% | 6,065 | $847K |
| Mycio Wealth Partners, LLC | 0.20% | Add +0.4% | 6,058 | $846K |
| Thomasville National Bank | 0.05% | Reduce -3.3% | 5,988 | $836K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.4% | 5,981 | $835K |
| IHT Wealth Management, LLC | 0.02% | Add +0.8% | 5,941 | $830K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -5.8% | 5,872 | $820K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -41.1% | 5,847 | $817K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 5,814 | $812K |
| Romano Brothers and Company | 0.09% | Add +0.9% | 5,721 | $799K |
| Keel Point, LLC | 0.05% | Add +1.2% | 5,684 | $794K |
| Parkshore Wealth Management, Inc. | 0.32% | Add +0.0% | 5,665 | $791K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +6.0% | 5,624 | $785K |
| Freestone Capital Holdings, LLC | 0.02% | Add +6.1% | 5,593 | $781K |
| HB Wealth Management, LLC | 0.01% | Reduce -8.9% | 5,561 | $777K |
| Stonebridge Financial Planning Group, LLC | 0.29% | Reduce -0.8% | 5,501 | $768K |
| Davis R M Inc. | 0.01% | Add +7.2% | 5,447 | $761K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -43.3% | 5,389 | $753K |
| Signal Advisors Wealth, LLC | 0.07% | Add +60.7% | 5,388 | $753K |
| Atlantic Union Bankshares Corp | 0.01% | Add +24.3% | 5,373 | $750K |
| Monetary Management Group Inc. | 0.17% | No change | 5,350 | $747K |
| Ballew Advisors, Inc | 0.42% | Reduce -11.4% | 5,383 | $746K |
| Regimen Wealth, LLC | 0.22% | Add +0.4% | 5,312 | $742K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +176.6% | 5,294 | $739K |
| Old National Bancorp | 0.01% | Reduce -5.4% | 5,270 | $736K |
| Gryphon Financial Partners LLC | 0.08% | Reduce -4.3% | 5,195 | $726K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -8.1% | 5,188 | $725K |
| One Day In July LLC | 0.06% | Add +0.3% | 5,135 | $717K |
| HUB Investment Partners, LLC | 0.03% | Reduce -5.5% | 5,073 | $709K |
| Parcion Private Wealth LLC | 0.04% | No change | 5,049 | $705K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,040 | $704K |
| World Investment Advisors | 0.01% | Add +0.2% | 5,026 | $702K |
| Cordant, Inc. | 0.32% | Reduce -0.5% | 5,016 | $701K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.15% | No change | 4,953 | $692K |
| Savvy Advisors, Inc. | 0.03% | Add +128.5% | 4,909 | $686K |
| Stevens Capital Partners | 0.20% | Add +6.2% | 4,881 | $682K |
| Canandaigua National Bank & Trust Co. | 0.06% | No change | 4,838 | $676K |
| Flow Traders U.S. LLC | 0.03% | New | 4,801 | $671K |
| Spire Wealth Management | 0.02% | Add +10.4% | 4,790 | $669K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.2% | 4,780 | $668K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 4,746 | $663K |
| Sax Wealth Advisors, LLC | 0.04% | Add +0.1% | 4,717 | $659K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -9.3% | 4,706 | $657K |
| Ironwood Investment Counsel, LLC | 0.10% | Add +74.3% | 4,703 | $657K |
| Smith & Howard Wealth Management, LLC | 0.15% | No change | 4,617 | $645K |
| Allworth Financial LP | 0.00% | Add +9.2% | 4,611 | $644K |
| Port Capital LLC | 0.03% | Add +0.3% | 4,609 | $644K |
| Rockland Trust Co. | 0.03% | Reduce -4.0% | 4,594 | $642K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.3% | 4,590 | $641K |
| Stegner Investment Associates Inc. | 0.35% | Reduce -17.5% | 4,549 | $635K |
| Retirement Income Solutions, Inc. | 0.11% | No change | 4,548 | $635K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.63% | No change | 4,529 | $633K |
| Friday Financial | 0.26% | Add +27.1% | 4,524 | $632K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.1% | 4,506 | $629K |
| Phillips Financial Management, LLC | 0.04% | No change | 4,495 | $628K |
| Composition Wealth, LLC | 0.01% | Add +5.8% | 4,465 | $624K |
| Essex Financial Services, Inc. | 0.04% | Reduce -1.1% | 4,465 | $624K |
| CENTRAL TRUST Co | 0.01% | Reduce -46.3% | 4,461 | $623K |
| Missouri Trust & Investment Co | 0.18% | Reduce -0.6% | 4,450 | $622K |
| City Center Advisors, LLC | 0.60% | Add +4.7% | 4,426 | $618K |
| Manchester Capital Management LLC | 0.08% | No change | 4,376 | $611K |
| TBH Global Asset Management, LLC | 0.12% | New | 4,357 | $609K |
| PFG Advisors | 0.02% | New | 4,357 | $609K |
| Boston Partners | 0.00% | Reduce -15.5% | 4,344 | $607K |
| Red Tortoise LLC | 0.27% | No change | 4,342 | $606K |
| WASHINGTON TRUST Co | 0.02% | No change | 4,317 | $603K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 4,314 | $603K |
| Bensler, LLC | 0.06% | Reduce -0.6% | 4,309 | $602K |
| Cornerstone Financial Group, LLC | 0.46% | Add +0.2% | 4,276 | $597K |
| Annex Advisory Services, LLC | 0.01% | Reduce -13.4% | 4,244 | $593K |
| PFG Investments, LLC | 0.03% | Add +0.2% | 4,234 | $591K |
| Geometric Wealth Advisors | 0.08% | No change | 4,222 | $590K |
| Ieq Capital, LLC | 0.00% | Reduce -5.7% | 4,219 | $589K |
| Financial Management Network Inc. | 0.10% | Reduce -1.3% | 4,164 | $586K |
| Pinnacle Bancorp, Inc. | 0.17% | Reduce -0.3% | 4,195 | $586K |
| Busey Bank | 0.02% | No change | 4,184 | $584K |
| Diversified Trust Co. | 0.01% | Reduce -18.0% | 4,111 | $574K |
| Principle Wealth Partners LLC | 0.03% | Reduce -20.3% | 4,110 | $574K |
| Eight 31 Financial, LLC | 0.32% | No change | 4,104 | $573K |
| Willner & Heller, LLC | 0.44% | Reduce -3.1% | 4,103 | $573K |
| Centennial Bank | 0.23% | Reduce -8.5% | 4,102 | $573K |
| Berkeley, Inc | 0.18% | Reduce -3.5% | 4,060 | $567K |
| JP Wealth Management, Inc. | 0.38% | No change | 5,868 | $567K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.9% | 4,040 | $564K |
| Granite Harbor Advisors, Inc. | 0.24% | New | 4,037 | $564K |
| Skyline Advisors, Inc. | 0.19% | Add +0.4% | 4,000 | $559K |
| Mathes Company, Inc. | 0.20% | No change | 3,995 | $558K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +40.8% | 3,953 | $552K |
| Zhang Financial LLC | 0.02% | Add +0.1% | 3,898 | $544K |
| Decker Retirement Planning Inc. | 0.30% | Add +17.7% | 3,892 | $544K |
| Twin Peaks Wealth Advisors, LLC | 0.19% | Add +0.9% | 3,882 | $542K |
| Pinion Investment Advisors, LLC | 0.15% | Add +41.6% | 3,821 | $537K |
| First National Bank of Omaha | 0.03% | No change | 3,829 | $535K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,826 | $534K |
| Total Wealth Planning, LLC | 0.06% | Reduce -0.9% | 3,819 | $533K |
| 1ST Source Bank | 0.03% | No change | 3,802 | $531K |
| Granite Group Advisors, LLC | 0.32% | No change | 3,800 | $531K |
| Highland Capital Management, LLC | 0.03% | Reduce -7.3% | 3,779 | $528K |
| Enclave Advisors LLC | 0.08% | No change | 3,761 | $525K |
| Atticus Wealth Management, LLC | 0.13% | Reduce -0.3% | 3,757 | $525K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +30.1% | 3,736 | $522K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.2% | 3,706 | $518K |
| Evanson Asset Management, LLC | 0.03% | Add +0.0% | 3,698 | $517K |
| Simmons Bank | 0.03% | Reduce -0.7% | 3,698 | $517K |
| Greenup Street Wealth Management LLC | 0.08% | New | 3,687 | $515K |
| Advocacy Wealth Management, LLC | 0.02% | New | 3,675 | $513K |
| Financial Alternatives, Inc | 0.31% | No change | 3,662 | $511K |
| Guardian Asset Advisors, LLC | 0.27% | Reduce -7.9% | 3,649 | $510K |
| Integrity Alliance, Llc. | 0.02% | Add +5.5% | 3,651 | $510K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -36.7% | 3,650 | $510K |
| ORG Partners LLC | 0.09% | Add +52.8% | 3,563 | $508K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -0.6% | 3,614 | $505K |
| Prudential Financial Inc. | 0.00% | New | 3,600 | $503K |
| Guidance Point Advisors, LLC | 0.12% | Add +0.4% | 3,572 | $499K |
| Finley Financial, LLC | 0.23% | No change | 3,565 | $498K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -7.1% | 3,530 | $493K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.6% | 3,527 | $493K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 3,517 | $491K |
| Vise Technologies, Inc. | 0.02% | New | 3,515 | $491K |
| Compass Ion Advisors, LLC | 0.05% | Add +0.1% | 3,499 | $489K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -7.0% | 3,497 | $488K |
| Wittenberg Investment Management, Inc. | 0.19% | No change | 3,478 | $486K |
| 21 West Wealth Management LLC | 0.45% | No change | 3,422 | $478K |
| Marshall Financial Group Inc. | 0.13% | Add +3.8% | 3,420 | $478K |
| Colonial Trust Co / SC | 0.06% | Reduce -5.8% | 3,415 | $477K |
| Dynamic Financial Group | 0.41% | Reduce -4.6% | 3,414 | $477K |
| Apella Capital, LLC | 0.01% | Add +3.8% | 3,464 | $476K |
| Cooper Financial Group | 0.05% | Add +0.1% | 3,406 | $476K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +17.8% | 3,401 | $475K |
| NCM Capital Management, LLC | 0.18% | Reduce -0.6% | 3,400 | $475K |
| LGT Financial Advisors LLC | 1.02% | Add +0.4% | 3,382 | $472K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -1.8% | 3,375 | $471K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -7.5% | 3,373 | $471K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.9% | 3,306 | $462K |
| Perigon Wealth Management, LLC | 0.01% | Add +18.3% | 3,268 | $456K |
| Berkshire Asset Management LLC | 0.02% | Add +0.0% | 3,237 | $452K |
| Pinnacle Associates Ltd. | 0.01% | No change | 3,233 | $452K |
| Allen Investment Management, LLC | 0.01% | No change | 3,231 | $451K |
| Flputnam Investment Management Co. | 0.01% | Reduce -4.7% | 3,216 | $449K |
| Coastal Bridge Advisors, LLC | 0.03% | No change | 3,202 | $447K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 3,201 | $447K |
| Grove Bank & Trust | 0.05% | No change | 3,197 | $447K |
| JFS Wealth Advisors, LLC | 0.03% | Add +1.1% | 3,168 | $442K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.1% | 3,164 | $442K |
| Park Place Capital Corp | 0.09% | Reduce -26.8% | 3,129 | $437K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.6% | 3,124 | $436K |
| Holland Advisory Services, Inc. | 0.60% | Add +0.4% | 3,114 | $435K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -0.2% | 3,113 | $435K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 3,101 | $433K |
| Anderson Hoagland & Co. | 0.04% | No change | 3,100 | $433K |
| First United Bank & Trust | 0.14% | No change | 3,096 | $432K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Add +0.8% | 3,090 | $432K |
| LJI Wealth Management, LLC | 0.08% | Reduce -5.6% | 3,089 | $431K |
| Trilogy Capital Inc. | 0.02% | Add +0.1% | 3,088 | $431K |
| Topsail Wealth Management, LLC | 0.07% | No change | 3,084 | $431K |
| American Wealth Advisors, LLC | 0.42% | — | 3,061 | $428K |
| LongView Wealth Management | 0.11% | New | 3,025 | $423K |
| Gateway Wealth Partners, LLC | 0.06% | Add +0.8% | 3,021 | $422K |
| First Bancorp, Inc | 0.22% | No change | 3,000 | $419K |
| Pittenger & Anderson Inc. | 0.02% | No change | 3,000 | $419K |
| FLP Wealth Management, LLC | 1.17% | Add +14.2% | 2,981 | $416K |
| Appleton Partners Inc. | 0.03% | Add +21.4% | 2,971 | $415K |
| Cranbrook Wealth Management, LLC | 0.08% | Reduce -1.2% | 2,970 | $415K |
| Richardson Capital Management LLC | 0.20% | No change | 2,966 | $414K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -2.1% | 2,963 | $414K |
| Fortitude Family Office, LLC | 0.11% | New | 2,960 | $413K |
| Firestone Capital Management | 0.09% | No change | 2,960 | $413K |
| Lloyd Advisory Services, LLC. | 0.19% | Reduce -3.5% | 2,960 | $413K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -2.2% | 2,954 | $413K |
| Breakwater Capital Group | 0.06% | Add +1.6% | 2,950 | $412K |
| Private Client Services, LLC | 0.14% | Reduce -2.5% | 2,934 | $410K |
| Partners in Financial Planning | 0.07% | Add +0.0% | 2,911 | $407K |
| Dagco, Inc. | 0.10% | No change | 2,866 | $400K |
| Nwam LLC | 0.02% | Reduce -1.8% | 2,858 | $398K |
| Fulton Bank, N.A. | 0.01% | No change | 2,839 | $397K |
| SMART Wealth LLC | 0.15% | Add +19.9% | 2,830 | $395K |
| Davidson Trust Co. | 0.16% | No change | 2,810 | $392K |
| Glass Jacobson Investment Advisors llc | 0.14% | Add +0.1% | 2,810 | $392K |
| Cascade Financial Partners, LLC | 0.04% | No change | 2,797 | $391K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 2,791 | $390K |
| Kanawha Capital Management LLC | 0.03% | No change | 2,761 | $386K |
| Granite FO LLC | 0.21% | Reduce -32.0% | 2,750 | $384K |
| Roman Butler Fullerton & Co. | 0.10% | Add +0.1% | 2,764 | $382K |
| Navigation Wealth Management, Inc. | 0.56% | Add +48.1% | 2,733 | $382K |
| First Western Trust Bank | 0.02% | Reduce -23.7% | 2,715 | $379K |
| Nicolet Advisory Services, LLC | 0.03% | No change | 2,711 | $379K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +1.2% | 2,697 | $377K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -0.9% | 2,690 | $376K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -3.9% | 2,742 | $376K |
| First Financial Corp. | 0.15% | Reduce -0.3% | 2,676 | $374K |
| Liberty Square Wealth Partners LLC | 0.11% | No change | 2,662 | $372K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +16.2% | 2,661 | $372K |
| SCS Capital Management LLC | 0.00% | Reduce -12.0% | 2,642 | $369K |
| NTV Asset Management LLC | 0.04% | No change | 2,626 | $367K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,619 | $366K |
| Balefire, LLC | 0.07% | New | 2,607 | $364K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.2% | 2,602 | $363K |
| Fiduciary Wealth Partners, LLC | 0.15% | No change | 2,591 | $362K |
| IFG Advisory, LLC | 0.02% | Add +0.0% | 2,587 | $361K |
| Acima Private Wealth, LLC | 0.11% | No change | 2,585 | $361K |
| United Advisor Group, LLC | 0.05% | Add +10.9% | 2,585 | $361K |
| Mgo One Seven LLC | 0.01% | Reduce -1.8% | 2,581 | $360K |
| Builder Investment Group Inc. | 0.08% | No change | 2,571 | $359K |
| PFG Private Wealth Management, LLC | 0.16% | New | 2,571 | $359K |
| Integrity Wealth Solutions LLC | 0.16% | New | 2,571 | $359K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,546 | $356K |
| Flagstar Securities, Inc. | 0.11% | Reduce -14.2% | 2,546 | $356K |
| Vaughan David Investments LLC | 0.01% | No change | 2,533 | $354K |
| Ancora Advisors LLC | 0.01% | No change | 2,528 | $353K |
| Cohen Capital Management, Inc. | 0.06% | Add +0.1% | 2,524 | $353K |
| Vantage Financial Partners, LLC | 0.07% | Reduce -3.8% | 2,519 | $352K |
| Magnus Financial Group LLC | 0.03% | Reduce -0.2% | 2,512 | $351K |
| Becker Capital Management Inc. | 0.01% | Add +0.0% | 2,506 | $350K |
| City National Bank of Florida | 0.23% | No change | 2,500 | $349K |
| Bearing Point Capital, LLC | 0.06% | No change | 2,500 | $349K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.2% | 2,494 | $348K |
| Ballast, Inc. | 0.08% | No change | 2,487 | $347K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +47.8% | 2,475 | $346K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 2,458 | $343K |
| Aspiriant, LLC | 0.01% | Reduce -50.6% | 2,444 | $341K |
| Strategies Wealth Advisors, LLC | 0.04% | No change | 2,420 | $338K |
| Mission Wealth Management, LP | 0.01% | Add +4.5% | 2,412 | $337K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,390 | $334K |
| Sovran Advisors, LLC | 0.03% | Add +1.1% | 2,427 | $334K |
| Family Legacy, Inc. | 0.10% | Reduce -1.0% | 2,382 | $333K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.0% | 2,344 | $327K |
| Argentarii, LLC | 0.13% | Add +19.9% | 2,332 | $326K |
| Pacific Financial Group Inc. | 0.24% | No change | 2,328 | $325K |
| Caprock Group, LLC | 0.01% | — | 2,335 | $324K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,311 | $323K |
| NBT Bank, N.A. | 0.02% | No change | 2,308 | $322K |
| Postrock Partners LLC | 0.14% | No change | 2,306 | $322K |
| Foster Victor Wealth Advisors, LLC | 0.02% | New | 2,280 | $321K |
| KilterHowling LLC | 0.18% | Add +0.4% | 2,298 | $321K |
| Means Investment Co., Inc. | 0.03% | Reduce -5.6% | 2,295 | $321K |
| Fisher Asset Management | 0.00% | New | 2,289 | $320K |
| Theory Financial LLC | 0.11% | No change | 2,293 | $320K |
| Planning Directions Inc. | 0.17% | Add +26.0% | 2,282 | $319K |
| Providence Capital Advisors, LLC | 0.06% | No change | 2,281 | $319K |
| BCGM Wealth Management, LLC | 0.08% | Add +0.3% | 2,280 | $318K |
| RDA Financial Network | 0.08% | No change | 2,263 | $316K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,259 | $316K |
| Citizens Financial Group Inc. | 0.00% | Reduce -6.6% | 2,262 | $316K |
| Next Capital Management LLC | 0.10% | Add +10.6% | 2,246 | $314K |
| Townsquare Capital LLC | 0.05% | Reduce -1.3% | 2,213 | $309K |
| QRG Capital Management, Inc. | 0.00% | Reduce -10.1% | 2,207 | $308K |
| Aire Advisors, LLC | 0.06% | Add +0.1% | 2,186 | $305K |
| Argent Trust Co | 0.01% | No change | 2,181 | $305K |
| Essex Bank | 0.07% | No change | 2,170 | $303K |
| Lee, Kelleher & Klein Wealth Management | 0.18% | No change | 2,135 | $298K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.1% | 2,131 | $298K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,104 | $294K |
| Legacy Financial Strategies, LLC | 0.05% | No change | 2,070 | $289K |
| Regal Investment Advisors LLC | 0.02% | No change | 2,067 | $289K |
| Ruggaard & Associates LLC | 0.11% | No change | 2,057 | $287K |
| Altus Wealth Group LLC | 0.12% | No change | 2,050 | $286K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | No change | 2,035 | $284K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 2,033 | $284K |
| Maryland Capital Advisors Inc. | 0.10% | No change | 2,028 | $283K |
| Modern Wealth Management, LLC | 0.01% | Reduce -20.9% | 2,026 | $283K |
| Compass Capital Corp. /Ma/ | 0.12% | No change | 2,019 | $282K |
| SkyOak Wealth, LLC | 0.05% | Reduce -2.5% | 2,007 | $280K |
| Fiduciary Trust Co | 0.00% | No change | 2,003 | $280K |
| Moors & Cabot, Inc. | 0.01% | Reduce -11.1% | 1,983 | $277K |
| Key Financial Inc | 0.05% | Add +0.2% | 1,974 | $276K |
| First Hawaiian Bank | 0.04% | No change | 1,962 | $274K |
| Snider Financial Group | 0.07% | Add +0.1% | 1,955 | $273K |
| Elm Partners Management LLC | 0.01% | Add +2.3% | 1,946 | $272K |
| Moneco Advisors, LLC | 0.02% | No change | 1,937 | $271K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.4% | 1,934 | $270K |
| Strive Asset Management, LLC | 0.15% | Reduce -57.1% | 1,927 | $269K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,907 | $266K |
| Level Four Advisory Services, LLC | 0.01% | Add +9.5% | 1,906 | $266K |
| Verdence Capital Advisors LLC | 0.02% | No change | 1,885 | $266K |
| Peak Financial Management, Inc. | 0.07% | Reduce -9.5% | 1,900 | $265K |
| Insight Inv LLC | 0.15% | Reduce -5.3% | 1,865 | $260K |
| River Wealth Advisors LLC | 0.03% | Reduce -0.5% | 1,859 | $260K |
| Foster & Motley Inc. | 0.01% | No change | 1,856 | $259K |
| Rahlfs Capital, LLC | 0.20% | No change | 1,850 | $258K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,842 | $257K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 1,840 | $257K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.1% | 1,832 | $256K |
| Montecito Bank & Trust | 0.04% | — | 1,811 | $253K |
| Citadel Advisors | 0.00% | Reduce -93.4% | 1,810 | $253K |
| Bluespring Wealth Management, LLC | 0.02% | Reduce -3.7% | 1,808 | $253K |
| Madison Wealth Partners, Inc | 0.05% | No change | 1,799 | $251K |
| Glassman Wealth Services | 0.04% | No change | 1,797 | $251K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,797 | $251K |
| Aft, Forsyth & Company, Inc. | 0.12% | Reduce -12.9% | 1,795 | $251K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +12.4% | 1,789 | $250K |
| Summit Wealth Group LLC / Co. | 0.03% | Reduce -93.5% | 1,115 | $249K |
| SouthState Bank Corp | 0.01% | Reduce -0.1% | 1,783 | $249K |
| Lathrop Investment Management Co. | 0.05% | No change | 1,781 | $249K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -0.9% | 1,780 | $249K |
| FSA Advisors, Inc. | 0.20% | Reduce -13.6% | 1,779 | $249K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,770 | $247K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -88.0% | 1,761 | $246K |
| Gallacher Capital Management LLC | 0.10% | No change | 1,755 | $245K |
| Snowden Capital Advisors LLC | 0.01% | No change | 1,749 | $244K |
| My Personal CFO, LLC | 0.09% | New | 1,743 | $243K |
| Foundation Wealth Management, LLC\PA | 0.09% | Reduce -5.9% | 1,743 | $243K |
| Eldridge Investment Advisors, Inc. | 0.06% | New | 1,735 | $242K |
| Chesley Taft & Associates LLC | 0.01% | New | 1,729 | $241K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,723 | $241K |
| BostonPremier Wealth LLC | 0.12% | Add +0.3% | 1,717 | $240K |
| Calamos Wealth Management LLC | 0.01% | No change | 1,706 | $238K |
| Wealthspire Retirement, LLC | 0.02% | No change | 1,695 | $237K |
| West Michigan Advisors, LLC | 0.06% | Add +0.5% | 1,691 | $236K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 1,689 | $236K |
| Ibex Wealth Advisors | 0.02% | Add +0.4% | 1,685 | $235K |
| Legacy Advisors, LLC | 0.03% | — | 1,680 | $235K |
| Unified Investment Management | 0.23% | No change | 1,665 | $233K |
| Synergy Asset Management, LLC | 0.01% | New | 1,665 | $233K |
| SYM FINANCIAL Corp | 0.02% | Reduce -81.1% | 1,664 | $232K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,661 | $232K |
| Foundation Wealth Management, LLC | 0.16% | No change | 1,661 | $232K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 1,650 | $230K |
| WealthShield Partners, LLC | 0.03% | Reduce -11.9% | 1,645 | $230K |
| Investmark Advisory Group LLC | 0.10% | New | 1,639 | $229K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,634 | $228K |
| Fiera Capital Corp | 0.00% | Reduce -1.7% | 1,634 | $228K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 1,620 | $226K |
| Triangle Securities Wealth Management | 0.05% | Reduce -3.5% | 1,620 | $226K |
| Marotta Asset Management | 0.04% | No change | 1,617 | $226K |
| FDx Advisors, Inc. | 0.07% | Reduce -29.0% | 1,632 | $226K |
| Coston, McIsaac & Partners | 0.05% | No change | 1,623 | $226K |
| Empower Advisory Group, LLC | 0.00% | Add +4.6% | 1,615 | $226K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.2% | 1,614 | $225K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -1.3% | 1,612 | $225K |
| Blue Trust, Inc. | 0.00% | Reduce -28.9% | 1,602 | $224K |
| Oarsman Capital, Inc. | 0.03% | Reduce -11.3% | 1,602 | $224K |
| LifePlan Investment Advisors, Inc. | 0.09% | New | 1,597 | $223K |
| Tsfg, LLC | 0.04% | Add +0.1% | 1,590 | $222K |
| Associated Banc-Corp | 0.01% | No change | 1,575 | $220K |
| Vicus Capital | 0.02% | Add +0.1% | 1,574 | $220K |
| Quadcap Wealth Management, LLC | 0.03% | No change | 1,566 | $219K |
| Independent Advisor Alliance | 0.01% | New | 1,565 | $219K |
| Cibc World Market Inc. | 0.00% | New | 1,564 | $218K |
| Hazlett, Burt & Watson, Inc. | 0.08% | No change | 1,565 | $218K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | Reduce -22.6% | 1,538 | $215K |
| Independence Bank of Kentucky | 0.03% | No change | 1,538 | $215K |
| Neumann Capital Management, LLC | 0.06% | No change | 1,524 | $213K |
| Madden Advisory Services, Inc. | 0.09% | New | 1,508 | $211K |
| Arbor Investment Advisors, LLC | 0.03% | New | 1,497 | $209K |
| Farmers Trust Co. | 0.04% | New | 1,485 | $207K |
| Financial Sense Advisors, Inc. | 0.04% | New | 1,480 | $207K |
| LMCG Investments, LLC | 0.01% | New | 1,478 | $206K |
| First Citizens Financial Corp | 0.10% | New | 1,475 | $206K |
| Portland Financial Advisors Inc | 0.44% | New | 1,474 | $206K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 1,468 | $205K |
| LaFleur & Godfrey LLC | 0.02% | Reduce -6.4% | 1,460 | $204K |
| HRT Financial LP | 0.00% | New | 1,459 | $203K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 1,449 | $202K |
| Country Trust Bank | 0.00% | No change | 1,430 | $200K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -5.0% | 1,414 | $197K |
| Lazard Asset Management LLC | 0.00% | No change | 1,400 | $196K |
| Versant Capital Management, Inc | 0.03% | No change | 1,396 | $195K |
| GAMMA Investing LLC | 0.01% | Reduce -0.4% | 1,388 | $194K |
| REAP Financial Group, LLC | 0.04% | Reduce -2.6% | 1,379 | $193K |
| Princeton Global Asset Management LLC | 0.03% | No change | 1,363 | $190K |
| 2UniFi Bank | 0.09% | No change | 1,320 | $184K |
| Pineridge Advisors LLC | 0.05% | Add +6.7% | 1,314 | $184K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,305 | $182K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,283 | $179K |
| Eastern Bank | 0.00% | Add +91.1% | 1,261 | $176K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,250 | $175K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.4% | 1,193 | $167K |
| Townsend Asset Management Corp. /NC/ | 0.06% | Add +0.4% | 1,177 | $164K |
| Guerra Advisors Inc | 0.06% | New | 1,157 | $162K |
| Trust Co. of Vermont | 0.01% | Add +3.3% | 1,151 | $161K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,149 | $160K |
| National Bank of Canada | 0.00% | Reduce -69.2% | 1,127 | $157K |
| Rialto Wealth Management, LLC | 0.04% | Reduce -16.8% | 1,115 | $156K |
| Ameriflex Group, Inc. | 0.06% | Add +111.8% | 1,108 | $155K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 1,108 | $155K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,093 | $153K |
| Richardson Financial Services Inc. | 0.09% | No change | 1,018 | $142K |
| CX Institutional | 0.00% | New | 1,007 | $141K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.4% | 1,007 | $141K |
| High Note Wealth, LLC | 0.03% | Reduce -4.3% | 992 | $139K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 961 | $134K |
| Clayton Financial Group LLC | 0.10% | New | 951 | $133K |
| Legacies Wealth LLC | 0.09% | Reduce -11.1% | 947 | $132K |
| Midwest Capital Advisors, LLC | 0.06% | Add +0.4% | 909 | $127K |
| Matrix Private Capital Group LLC | 0.07% | No change | 896 | $125K |
| Cutler Capital Management, LLC | 0.05% | No change | 886 | $124K |
| CoreFirst Bank & Trust | 0.07% | No change | 865 | $121K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 862 | $120K |
| Creative Financial Designs Inc. | 0.01% | Add +8.3% | 850 | $119K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 814 | $114K |
| Pflug Koory, LLC | 0.05% | No change | 808 | $113K |
| Bare Financial Services, Inc | 0.03% | No change | 784 | $110K |
| Holos Integrated Wealth LLC | 0.06% | No change | 767 | $104K |
| Addison Advisors LLC | 0.02% | Reduce -4.1% | 743 | $104K |
| Realta Investment Advisors | 0.03% | Add +62.8% | 721 | $101K |
| Trust Co | 0.01% | No change | 717 | $100K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Add +50.0% | 690 | $96K |
| Harbor Asset Planning, Inc. | 0.09% | Add +0.4% | 686 | $96K |
| New Republic Capital, LLC | 0.03% | No change | 679 | $95K |
| Steph & Co. | 0.03% | No change | 679 | $95K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.3% | 674 | $94K |
| Signaturefd, LLC | 0.00% | No change | 670 | $94K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 659 | $92K |
| GoalVest Advisory LLC | 0.02% | No change | 658 | $92K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -0.8% | 631 | $88K |
| Rossby Financial, LCC | 0.03% | Add +2.6% | 627 | $88K |
| Golden State Wealth Management, LLC | 0.01% | No change | 624 | $87K |
| Smithfield Trust Co | 0.00% | Reduce -26.1% | 614 | $86K |
| Avalon Trust Co | 0.01% | Reduce -50.9% | 600 | $84K |
| Provident Wealth Management, LLC | 0.03% | No change | 596 | $83K |
| Founders Financial Alliance, LLC | 0.02% | Add +858.3% | 575 | $80K |
| Asset Dedication, LLC | 0.01% | Reduce -6.2% | 573 | $80K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 556 | $78K |
| United Community Bank | 0.02% | No change | 541 | $76K |
| Riverview Trust Co | 0.09% | No change | 520 | $73K |
| Optimum Investment Advisors | 0.03% | No change | 516 | $72K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 516 | $72K |
| Financial Connections Group, Inc. | 0.03% | No change | 517 | $72K |
| McIlrath & Eck, LLC | 0.01% | No change | 513 | $72K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -43.3% | 510 | $71K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -39.0% | 503 | $70K |
| Root Financial Partners, LLC | 0.00% | New | 502 | $70K |
| Private Wealth Management Group, LLC | 0.02% | Add +25.5% | 502 | $70K |
| Archer Investment Corp | 0.02% | Reduce -4.2% | 502 | $70K |
| North Star Investment Management Corp. | 0.00% | No change | 494 | $69K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -17.0% | 489 | $68K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 483 | $67K |
| Sound Income Strategies, LLC | 0.00% | Reduce -34.6% | 469 | $65K |
| Bangor Savings Bank | 0.01% | No change | 466 | $65K |
| Operose Advisors LLC | 0.02% | No change | 465 | $65K |
| Colonial Trust Advisors | 0.00% | No change | 450 | $63K |
| Cornerstone Planning Group LLC | 0.01% | New | 430 | $60K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 416 | $58K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 409 | $57K |
| Hollencrest Capital Management | 0.00% | No change | 399 | $56K |
| Biltmore Family Office, LLC | 0.01% | No change | 396 | $55K |
| Creekmur Asset Management LLC | 0.01% | No change | 396 | $55K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 394 | $55K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -9.2% | 383 | $54K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 350 | $49K |
| Fairman Group, LLC | 0.04% | Add +0.6% | 342 | $48K |
| Winnacle Wealth LLC | 0.04% | New | 340 | $48K |
| JNBA Financial Advisors | 0.00% | No change | 339 | $47K |
| Painted Porch Advisors LLC | 0.02% | New | 324 | $45K |
| Aventura Private Wealth, LLC | 0.02% | No change | 324 | $45K |
| Palisade Asset Management, LLC | 0.00% | New | 310 | $43K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.3% | 304 | $42K |
| Copia Wealth Management | 0.03% | No change | 300 | $42K |
| HM Payson & Co. | 0.00% | Reduce -46.9% | 300 | $42K |
| Kimelman & Baird, LLC | 0.00% | No change | 284 | $40K |
| Horizons Wealth Management | 0.03% | No change | 279 | $39K |
| AlphaCore Capital LLC | 0.00% | No change | 272 | $38K |
| Windsor Advisory Group, LLC | 0.03% | No change | 270 | $38K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 264 | $37K |
| Tortoise Investment Management, LLC | 0.00% | No change | 263 | $37K |
| Investors Research Corp | 0.01% | Reduce -20.3% | 259 | $36K |
| Register Financial Advisors LLC | 0.01% | No change | 254 | $35K |
| Crews Bank & Trust | 0.01% | No change | 253 | $35K |
| Nova Wealth Management, Inc. | 0.02% | No change | 252 | $35K |
| Investment Counsel Co. of Nevada | 0.07% | New | 251 | $35K |
| Trust Co. of Toledo NA | 0.00% | No change | 251 | $35K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 249 | $35K |
| Center for Financial Planning, Inc. | 0.00% | Add +113.8% | 248 | $35K |
| Hughes Financial Services, LLC | 0.01% | No change | 247 | $34K |
| Gen-Wealth Partners Inc | 0.01% | Add +0.8% | 241 | $34K |
| City State Bank | 0.01% | No change | 240 | $34K |
| Bogart Wealth, LLC | 0.00% | No change | 239 | $33K |
| American Capital Advisory, LLC | 0.01% | No change | 220 | $31K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 220 | $31K |
| Bank of New Hampshire | 0.01% | No change | 214 | $30K |
| Rossmore Private Capital | 0.00% | New | 210 | $29K |
| Financial Consulate, Inc. | 0.00% | New | 207 | $29K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $28K |
| Bellevue Asset Management, LLC | 0.01% | No change | 200 | $28K |
| Mechanics Financial Corp | 0.01% | No change | 197 | $28K |
| Rise Advisors, LLC | 0.01% | Reduce -3.5% | 195 | $27K |
| Peachtree Investment Partners, LLC | 0.01% | Add +0.5% | 193 | $27K |
| TOWER TRUST & INVESTMENT Co | 0.02% | No change | 190 | $27K |
| Avion Wealth | 0.01% | No change | 192 | $26K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 181 | $25K |
| Clean Yield Group | 0.01% | New | 178 | $25K |
| Roxbury Financial LLC | 0.02% | No change | 177 | $25K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 170 | $24K |
| Albion Financial Group | 0.00% | No change | 162 | $23K |
| Hara Capital LLC | 0.01% | No change | 148 | $21K |
| Hilltop National Bank | 0.01% | Reduce -80.6% | 147 | $21K |
| Salem Investment Counselors Inc. | 0.00% | No change | 144 | $20K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -93.4% | 139 | $19K |
| Winthrop Capital Management, LLC | 0.00% | No change | 139 | $19K |
| Rothschild Investment LLC | 0.00% | Reduce -40.4% | 134 | $19K |
| Field & Main Bank | 0.01% | No change | 134 | $19K |
| Abound Wealth Management | 0.00% | Reduce -23.7% | 132 | $19K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 129 | $18K |
| Highline Wealth Partners LLC | 0.00% | No change | 128 | $18K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 128 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -29.0% | 125 | $17K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 121 | $17K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 119 | $17K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 113 | $16K |
| CVA Family Office, LLC | 0.00% | No change | 111 | $16K |
| Clearstead Trust, LLC | 0.00% | Reduce -41.9% | 111 | $16K |
| Front Row Advisors LLC | 0.01% | No change | 109 | $15K |
| Evermay Wealth Management LLC | 0.00% | No change | 107 | $15K |
| Park Square Financial Group, LLC | 0.06% | New | 101 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 100 | $14K |
| Activest Wealth Management | 0.00% | Add +5.3% | 100 | $14K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +22.1% | 94 | $13K |
| American National Bank & Trust | 0.00% | No change | 94 | $13K |
| Ashton Thomas Securities, LLC | 0.00% | New | 92 | $13K |
| MilWealth Group LLC | 0.00% | Reduce -20.0% | 88 | $12K |
| Motco | 0.00% | No change | 87 | $12K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -84.2% | 78 | $11K |
| Signature Resources Capital Management, LLC | 0.01% | New | 77 | $11K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 77 | $11K |
| Pingora Partners LLC | 0.01% | No change | 75 | $10K |
| Rice Partnership, LLC | 0.00% | New | 72 | $10K |
| Cloud Capital Management, LLC | 0.01% | New | 72 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 71 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $9K |
| one8zero8, LLC | 0.00% | No change | 65 | $9K |
| Blume Capital Management, Inc. | 0.00% | New | 65 | $9K |
| Larson Financial Group LLC | 0.00% | Reduce -76.8% | 63 | $9K |
| Tower View Wealth Management LLC | 0.00% | Add +1.7% | 61 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -4.9% | 58 | $8K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 55 | $8K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 55 | $8K |
| Breakwater Investment Management | 0.00% | No change | 55 | $8K |
| Arlington Trust Co LLC | 0.00% | No change | 53 | $7K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 51 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $7K |
| 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% | No change | 41 | $6K |
| North Capital, Inc. | 0.00% | Add +2.5% | 41 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $6K |
| BankPlus Trust Department | 0.00% | No change | 40 | $6K |
| Atwood & Palmer Inc. | 0.00% | New | 40 | $6K |
| Compass Financial Services Inc | 0.00% | Add +875.0% | 39 | $5K |
| 10Elms LLP | 0.01% | No change | 37 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -71.8% | 33 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 34 | $5K |
| GGM Financial LLC | 0.00% | New | 30 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 30 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 28 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +3.7% | 28 | $4K |
| New Millennium Group LLC | 0.00% | No change | 27 | $4K |
| Robinswood Financial LLC | 0.00% | No change | 25 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 25 | $3K |
| Dunhill Financial, LLC | 0.00% | No change | 22 | $3K |
| Broadwater Capital Management LLC | 0.00% | Reduce -99.2% | 20 | $3K |
| PFS Partners, LLC | 0.00% | No change | 19 | $3K |
| FWL Investment Management, LLC | 0.00% | No change | 18 | $3K |
| Wealth Watch Advisors, INC | 0.00% | New | 17 | $2K |
| Caldwell Trust Co | 0.00% | New | 17 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -85.7% | 17 | $2K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 9 | $1K |
| Kiker Wealth Management, LLC | 0.00% | New | 7 | $978 |
| Kilter Group LLC | 0.00% | No change | 7 | $978 |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $839 |
| Lowe Wealth Advisors, LLC | 0.00% | New | 6 | $838 |
| Main Street Group, LTD | 0.00% | No change | 4 | $559 |
"% 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.