iShares Russell Mid-Cap ValuIWSETF
13F holders, Q4 2025 (December 31)992holders +58
68new positions
55sold out
2famous investors
$140.68avg. 13F price*
At the end of Q4 2025, 992 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 58 from Q3 2025. 68 opened new positions and 55 sold out. The largest holders were Jones Financial Companies LLLP ($1.4B), Morgan Stanley ($1.1B) and Bank of America Corp. ($597.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $78.5M |
| Exits | 55 | $25.0M |
All 13F filers, Q3 2025 → Q4 2025: 3,369,163 shares bought and 3,136,326 shares sold, net +232,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 992 holders
| Jones Financial Companies LLLP | 0.83% | Reduce -3.4% | 9,708,345 | $1.4B |
| Morgan Stanley | 0.07% | Reduce -2.1% | 8,071,505 | $1.1B |
| Bank of America Corp. | 0.04% | Add +15.3% | 4,236,073 | $597.5M |
| Wells Fargo & Company | 0.11% | Add +4.4% | 3,917,401 | $552.5M |
| Tiaa Trust, National Association | 1.14% | Reduce -1.6% | 3,371,310 | $475.6M |
| Envestnet Portfolio Solutions, Inc. | 1.41% | Add +1.2% | 2,856,534 | $402.9M |
| First Citizens Bank & Trust Co. | 8.05% | Add +1.2% | 2,732,375 | $385.4M |
| Royal Bank of Canada | 0.06% | Reduce -2.5% | 2,390,656 | $337.2M |
| US Bancorp \de | 0.35% | Reduce -4.5% | 2,089,915 | $294.8M |
| Commonwealth Equity Services, LLC | 0.37% | Reduce -4.2% | 1,985,396 | $280.0M |
| Commerce Bank | 1.55% | Reduce -1.8% | 1,984,765 | $280.0M |
| FMR LLC | 0.01% | Reduce -0.8% | 1,934,508 | $272.9M |
| UBS Group AG | 0.05% | Add +0.2% | 1,639,942 | $231.3M |
| Betterment LLC | 0.42% | Reduce -2.8% | 1,550,556 | $218.7M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -2.3% | 1,282,032 | $180.8M |
| LPL Financial LLC | 0.05% | Add +0.6% | 1,210,535 | $170.7M |
| Ameriprise Financial Inc. | 0.04% | Add +0.5% | 1,108,454 | $156.4M |
| Envestnet Asset Management Inc. | 0.04% | Add +17.4% | 1,006,776 | $142.0M |
| Cassaday & Co Wealth Management LLC | 2.99% | Add +1.3% | 1,005,128 | $141.8M |
| Zions Bancorporation, National Association | 6.18% | Reduce -0.9% | 948,572 | $133.8M |
| Stephens Inc. | 1.48% | Reduce -0.4% | 840,698 | $118.6M |
| JPMorgan Chase & Co. | 0.01% | Add +8.8% | 796,669 | $112.4M |
| Vantagepoint Investment Advisers LLC | 0.89% | Add +3.8% | 782,258 | $110.3M |
| Stephens Group Asset Management, LLC | 6.71% | Add +0.0% | 712,312 | $100.5M |
| Pacific Life Fund Advisors LLC | 10.27% | Add +14.0% | 706,873 | $99.7M |
| Raymond James Financial Inc. | 0.03% | Add +12.3% | 652,035 | $92.0M |
| Heritage Wealth Advisors | 2.91% | Add +2.9% | 539,682 | $76.1M |
| Money Concepts Capital Corp. | 3.62% | Add +4.5% | 457,119 | $64.5M |
| Truist Financial Corp. | 0.08% | Add +2.2% | 439,522 | $62.0M |
| Cetera Investment Advisers | 0.07% | Add +7.4% | 432,237 | $61.0M |
| Equitable Holdings, Inc. | 0.39% | Add +0.2% | 408,910 | $57.7M |
| AE Wealth Management LLC | 0.31% | Add +2.9% | 377,481 | $53.2M |
| AMG National Trust Bank | 1.06% | Reduce -3.4% | 319,361 | $45.0M |
| Mariner, LLC | 0.05% | Add +7.3% | 317,068 | $44.7M |
| Anchor Capital Advisors LLC | 1.29% | Add +47.0% | 314,790 | $44.4M |
| Lido Advisors, LLC | 0.17% | Reduce -10.2% | 300,540 | $42.3M |
| Chicago Partners Investment Group LLC | 0.96% | Reduce -0.8% | 263,342 | $39.0M |
| SVB Wealth LLC | 2.18% | Reduce -9.7% | 262,626 | $37.0M |
| Cedar Mountain Advisors, LLC | 6.91% | Add +0.7% | 254,035 | $35.8M |
| Thompson Siegel & Walmsley LLC | 0.56% | Add +89.4% | 236,937 | $33.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -16.3% | 236,776 | $33.4M |
| Focus Partners Wealth | 0.04% | Add +18.1% | 236,511 | $33.4M |
| GLOBALT Investments LLC / GA | 1.21% | Reduce -1.4% | 235,182 | $33.2M |
| LPWM LLC | 8.24% | Add +2.8% | 231,561 | $32.7M |
| HighTower Advisors, LLC | 0.03% | Add +1.3% | 218,545 | $30.8M |
| Earnest Partners LLC | 0.13% | Add +176.8% | 206,866 | $29.2M |
| Wescott Financial Advisory Group, LLC | 2.53% | Reduce -2.2% | 205,539 | $29.0M |
| Keybank National Association | 0.10% | Reduce -0.0% | 199,661 | $28.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +25.3% | 198,232 | $28.0M |
| Moneta Group Investment Advisors LLC | 0.19% | Reduce -0.6% | 178,244 | $25.1M |
| Rodgers & Associates, LTD | 2.49% | Add +1.5% | 174,382 | $24.6M |
| Badgley Phelps Wealth Managers, LLC | 0.44% | Add +2.4% | 171,939 | $24.3M |
| Baird Financial Group, Inc. | 0.04% | Add +60.9% | 167,703 | $23.7M |
| Parkway Wealth Management Group, LLC | 3.16% | — | 167,098 | $23.6M |
| CIBC Private Wealth Group LLC | 0.04% | Add +22.1% | 163,760 | $23.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -32.1% | 161,367 | $22.8M |
| Kestra Advisory Services, LLC | 0.09% | Add +9.2% | 158,720 | $22.4M |
| M&T Bank Corp | 0.07% | Reduce -5.4% | 158,476 | $22.4M |
| First Citizens Asset Management, Inc. | 7.68% | Add +0.5% | 155,656 | $22.0M |
| Asset Management Group, Inc. | 3.47% | Add +0.2% | 152,208 | $21.5M |
| Pinnacle Financial Partners, Inc. | 0.15% | — | 144,513 | $20.4M |
| RTD Financial Advisors, Inc. | 2.49% | Reduce -0.2% | 144,494 | $20.4M |
| Natixis Advisors, LLC | 0.03% | Add +3.6% | 143,236 | $20.2M |
| Stifel Financial Corp. | 0.02% | Add +3.8% | 140,048 | $19.8M |
| Bishop & Co Investment Management, LLC | 6.53% | Add +0.0% | 139,793 | $19.7M |
| Creative Planning | 0.01% | Add +12.9% | 139,093 | $19.6M |
| Arax Advisory Partners | 0.56% | New | 147,771 | $19.3M |
| Corient Private Wealth LP | 0.03% | Add +5.7% | 131,141 | $18.5M |
| LBJ Family Wealth Advisors, Ltd. | 9.75% | Add +0.1% | 125,683 | $17.7M |
| Captrust Financial Advisors | 0.03% | Reduce -18.3% | 125,262 | $17.7M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -0.1% | 121,349 | $17.1M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 121,241 | $17.1M |
| Fifth Third Bancorp | 0.05% | Add +0.6% | 119,012 | $16.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.2% | 117,045 | $16.5M |
| Fifth Third Securities, Inc. | 1.08% | Add +1.6% | 116,766 | $16.5M |
| Allworth Financial LP | 0.07% | Add +2432.3% | 116,762 | $16.5M |
| Sterling Capital Management LLC | 0.26% | Reduce -9.1% | 114,482 | $16.1M |
| Prosperity Consulting Group, LLC | 0.71% | Add +10.4% | 111,161 | $15.7M |
| HSBC Holdings PLC | 0.01% | New | 107,949 | $15.2M |
| Waverly Advisors, LLC | 0.12% | Add +1.6% | 107,597 | $15.2M |
| Avantax Planning Partners, Inc. | 0.42% | Reduce -3.9% | 107,419 | $15.2M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Add +568.7% | 104,992 | $14.8M |
| Evergreen Capital Management LLC | 0.32% | Add +3.1% | 100,985 | $14.2M |
| Kingdom Financial Group LLC. | 4.14% | Add +147.7% | 95,096 | $13.4M |
| Comerica Bank | 0.05% | Reduce -4.5% | 94,134 | $13.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.5% | 89,891 | $13.1M |
| MAI Capital Management | 0.08% | Add +12.1% | 92,160 | $13.0M |
| Occidental Asset Management, LLC | 1.55% | Add +0.5% | 91,287 | $12.9M |
| Bokf, NA | 0.20% | Reduce -1.7% | 90,449 | $12.8M |
| Bank of Montreal | 0.01% | Add +6.5% | 90,307 | $12.7M |
| One Capital Management, LLC | 0.38% | Reduce -65.2% | 89,833 | $12.7M |
| First Horizon Corp. | 0.55% | Add +9.2% | 87,120 | $12.3M |
| Johnson Investment Counsel Inc. | 0.10% | Reduce -0.7% | 86,885 | $12.3M |
| Clearstead Advisors, LLC | 0.15% | Reduce -0.5% | 84,378 | $11.9M |
| Savant Capital, LLC | 0.07% | Add +4.8% | 81,224 | $11.5M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -0.9% | 80,398 | $11.3M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -0.1% | 79,540 | $11.2M |
| &partners | 0.06% | Add +72.3% | 79,157 | $11.2M |
| NewEdge Advisors, LLC | 0.04% | Add +26.5% | 77,028 | $10.9M |
| MML Investors Services, LLC | 0.03% | Add +7.1% | 76,142 | $10.7M |
| WestHill Financial Advisors, Inc. | 2.00% | Add +0.6% | 74,805 | $10.6M |
| JMG Financial Group, Ltd. | 0.30% | Reduce -1.9% | 74,632 | $10.5M |
| Cwm, LLC | 0.03% | Add +7.2% | 73,355 | $10.3M |
| Park Avenue Securities LLC | 0.08% | Add +21.0% | 70,824 | $10.0M |
| Twin Focus Capital Partners, LLC | 1.11% | Reduce -0.0% | 68,362 | $9.6M |
| Corundum Group, Inc. | 3.21% | Add +30.3% | 67,887 | $9.6M |
| XML Financial, LLC | 0.78% | Add +1.7% | 67,661 | $9.5M |
| LifeWealth Investments, LLC | 2.97% | Add +8.7% | 66,557 | $9.4M |
| Bank of New York Mellon Corp | 0.00% | Add +4.9% | 66,224 | $9.3M |
| Howard Bailey Securities, LLC | 3.67% | Add +4.9% | 66,054 | $9.3M |
| MidFirst Bank | 0.73% | — | 65,392 | $9.2M |
| UMB Bank, n.a. | 0.12% | Reduce -4.8% | 64,873 | $9.2M |
| Nuance Investments, LLC | 0.94% | Add +49.4% | 60,199 | $8.5M |
| Wellington Management Group LLP | 0.00% | New | 58,876 | $8.3M |
| Legacy Edge Advisors, LLC | 0.89% | Reduce -0.4% | 57,557 | $8.1M |
| FineMark National Bank & Trust | 0.25% | Add +481.0% | 56,530 | $8.0M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -1.1% | 55,142 | $7.8M |
| Inlight Wealth Management, LLC | 2.83% | Reduce -0.7% | 54,837 | $7.7M |
| Private Advisor Group, LLC | 0.04% | Add +2.0% | 54,618 | $7.7M |
| Inspirion Wealth Advisors, LLC | 0.93% | Reduce -10.7% | 53,989 | $7.6M |
| Powell Investment Advisors, LLC | 2.56% | Reduce -0.1% | 52,692 | $7.4M |
| Mill Creek Capital Advisors, LLC | 0.15% | Reduce -7.7% | 52,609 | $7.4M |
| KMG Fiduciary Partners, LLC | 0.51% | Add +0.0% | 50,639 | $7.1M |
| Cramer Rosenthal McGlynn LLC | 0.46% | New | 50,389 | $7.1M |
| Accredited Investors Inc. | 0.37% | Reduce -18.0% | 49,704 | $7.0M |
| James J. Burns & Company, LLC | 0.96% | Reduce -0.1% | 49,566 | $7.0M |
| Conning Inc. | 0.24% | Add +2.2% | 48,042 | $6.8M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.8% | 47,926 | $6.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.2% | 46,742 | $6.6M |
| McAdam, LLC | 0.30% | Reduce -2.5% | 46,266 | $6.5M |
| Processus Wealth & Capital Management, LLC | 4.27% | Add +2.8% | 45,957 | $6.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +83.8% | 45,016 | $6.4M |
| Bleakley Financial Group, LLC | 0.11% | Add +1.8% | 44,737 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +9.7% | 44,596 | $6.3M |
| Assetmark, Inc. | 0.01% | Reduce -55.2% | 44,101 | $6.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.0% | 43,897 | $6.2M |
| Farmers & Merchants Investments Inc. | 0.17% | Reduce -0.3% | 43,199 | $6.1M |
| Ticino Wealth | 2.25% | — | 43,107 | $6.1M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -1.4% | 41,812 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.7% | 41,175 | $5.8M |
| NewEdge Wealth, LLC | 0.07% | Add +0.8% | 40,965 | $5.8M |
| Mullaney, Keating & Wright, Inc. | 3.05% | Reduce -3.0% | 40,961 | $5.8M |
| Arcadia Wealth Management, LLC | 2.13% | Add +1.6% | 40,636 | $5.7M |
| Kennedy Capital Management LLC | 0.12% | Add +58.1% | 40,508 | $5.7M |
| Aldebaran Capital, LLC | 5.08% | Add +2.2% | 40,177 | $5.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +39.8% | 40,119 | $5.7M |
| EP Wealth Advisors, LLC | 0.03% | — | 40,011 | $5.6M |
| First Merchants Corp. | 0.20% | Add +0.4% | 38,992 | $5.5M |
| Whitaker-Myers Wealth Managers, LTD. | 1.15% | Add +8.5% | 38,990 | $5.5M |
| Kelsey Financial, LLC | 4.68% | — | 38,586 | $5.4M |
| Investment Partners, LTD. | 1.90% | Add +0.6% | 38,562 | $5.4M |
| Mather Group, Llc. | 0.05% | Add +0.0% | 37,486 | $5.3M |
| Councilor Wealth, LLC | 2.48% | Reduce -6.5% | 37,179 | $5.2M |
| Regions Financial Corp. | 0.03% | Add +15.0% | 36,544 | $5.2M |
| Simplicity Wealth,LLC | 0.31% | Reduce -6.9% | 36,462 | $5.1M |
| Midwest Trust Co | 0.06% | Add +13.7% | 35,917 | $5.1M |
| CoreCap Advisors, LLC | 0.17% | Add +1.6% | 35,194 | $5.0M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Reduce -8.1% | 34,856 | $4.9M |
| LWM Advisors Inc. | 4.24% | Add +3.0% | 34,154 | $4.8M |
| Focus Financial Network, Inc. | 0.16% | Add +0.6% | 32,630 | $4.6M |
| Global Retirement Partners, LLC | 0.08% | Add +70.8% | 32,597 | $4.6M |
| Community Bank, N.A. | 0.54% | Reduce -2.2% | 32,422 | $4.6M |
| Brady Martz Wealth Solutions, LLC | 0.80% | No change | 32,076 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Add +322.5% | 30,751 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 30,708 | $4.3M |
| VestGen Advisors, LLC | 0.18% | Add +9.9% | 30,415 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Add +38.2% | 30,382 | $4.3M |
| Glenmede Trust Co. NA | 0.02% | — | 28,727 | $4.1M |
| Quantinno Capital Management LP | 0.01% | Add +18.1% | 28,709 | $4.0M |
| ARK & TLK Investments, LLC | 1.10% | No change | 28,477 | $4.0M |
| Auour Investments LLC | 1.27% | Add +41.3% | 28,202 | $4.0M |
| Ascent Group, LLC | 0.14% | Reduce -7.0% | 28,077 | $4.0M |
| Boston Partners | 0.00% | Add +537.3% | 27,682 | $3.9M |
| Bridges Investment Management Inc. | 0.05% | Reduce -9.4% | 27,848 | $3.9M |
| Widmann Financial Services, Inc. | 2.35% | Add +4.3% | 27,273 | $3.8M |
| Falcon Wealth Planning | 0.32% | Reduce -3.1% | 26,681 | $3.8M |
| City Holding Co. | 0.46% | Add +0.8% | 26,649 | $3.8M |
| Connecticut Wealth Management, LLC | 0.16% | Reduce -6.2% | 25,902 | $3.7M |
| Fidelis Capital Partners, LLC | 0.26% | Reduce -1.8% | 25,806 | $3.6M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -15.1% | 25,556 | $3.6M |
| Cerity Partners LLC | 0.01% | Add +48.9% | 24,714 | $3.5M |
| Oppenheimer Asset Management Inc. | 0.04% | New | 24,537 | $3.5M |
| Hapanowicz & Associates Financial Services, Inc | 1.35% | Reduce -1.3% | 24,364 | $3.4M |
| Sigma Planning Corp | 0.09% | Add +7.5% | 24,017 | $3.4M |
| Vance Wealth, LLC | 1.00% | Reduce -6.8% | 23,971 | $3.4M |
| Sage Financial Group Inc. | 0.22% | Reduce -3.1% | 23,963 | $3.4M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -1.1% | 22,170 | $3.4M |
| Private Wealth Asset Management, LLC | 0.37% | Add +4.6% | 23,815 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +76.3% | 25,968 | $3.4M |
| MSH Capital Advisors LLC | 0.72% | No change | 23,777 | $3.4M |
| Harbor Investment Advisory, LLC | 0.25% | Add +0.5% | 23,756 | $3.4M |
| Brown Advisory Inc. | 0.00% | Add +2.3% | 23,320 | $3.3M |
| Equitable Trust Co. | 0.15% | Add +5.3% | 23,295 | $3.3M |
| Citadel Advisors | 0.00% | Add +1180.6% | 23,179 | $3.3M |
| Rwa Wealth Partners, LLC | 0.04% | No change | 23,032 | $3.2M |
| Millstone Evans Group, LLC | 1.89% | Add +7.5% | 22,781 | $3.2M |
| Amarillo National Bank | 0.56% | No change | 22,592 | $3.2M |
| Condor Capital Management | 0.25% | Reduce -0.5% | 21,894 | $3.1M |
| IFP Advisors, Inc | 0.07% | Add +49.3% | 21,870 | $3.1M |
| Tectonic Advisors LLC | 0.16% | Add +6.8% | 21,720 | $3.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.5% | 21,565 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -3.3% | 21,553 | $3.0M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -3.4% | 21,475 | $3.0M |
| Whitegate Investment Counselors, Inc. | 0.94% | Add +8.0% | 21,394 | $3.0M |
| First Pacific Financial | 0.39% | Add +0.2% | 21,376 | $3.0M |
| FAS Wealth Partners, Inc. | 0.19% | Reduce -0.1% | 20,837 | $2.9M |
| Atlas Brown,Inc. | 0.87% | Reduce -0.1% | 20,665 | $2.9M |
| Citigroup Inc. | 0.00% | Reduce -3.7% | 20,265 | $2.9M |
| Stock Yards Bank & Trust Co. | 0.09% | Reduce -3.0% | 20,253 | $2.9M |
| Strategic Blueprint, LLC | 0.17% | Add +16.9% | 20,213 | $2.9M |
| Q3 Asset Management | 0.65% | New | 20,145 | $2.8M |
| Capital Squared Financial LLC | 2.18% | Add +15.4% | 19,838 | $2.8M |
| Whittier Trust Co. | 0.03% | Add +14.4% | 18,976 | $2.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -33.1% | 19,521 | $2.8M |
| Ameritas Advisory Services, LLC | 0.10% | Add +431.6% | 19,404 | $2.7M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +207.1% | 19,235 | $2.7M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -49.4% | 19,141 | $2.7M |
| Brown Brothers Harriman & Co. | 0.01% | Add +1.1% | 19,137 | $2.7M |
| Ironwood Investment Counsel, LLC | 0.37% | Add +303.5% | 18,978 | $2.7M |
| Eukles Asset Management | 1.03% | Reduce -1.2% | 18,768 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Add +11.6% | 18,709 | $2.6M |
| Bank of Hawaii | 0.13% | Add +23.3% | 18,414 | $2.6M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -1.8% | 17,685 | $2.6M |
| Wesbanco Bank Inc. | 0.07% | Add +0.1% | 18,211 | $2.6M |
| Telos Capital Management, Inc. | 0.24% | Reduce -3.6% | 17,893 | $2.5M |
| Parallel Advisors, LLC | 0.05% | Add +25.3% | 17,871 | $2.5M |
| Blair William & Co. | 0.01% | Reduce -15.1% | 17,858 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Add +48.0% | 17,849 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +7.9% | 17,733 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +3.9% | 17,770 | $2.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 17,735 | $2.5M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -5.0% | 17,697 | $2.5M |
| First Foundation Advisors | 0.09% | Add +3.4% | 17,656 | $2.5M |
| Choreo, LLC | 0.03% | Reduce -1.0% | 17,257 | $2.5M |
| Summit Financial, LLC | 0.04% | Add +129.6% | 17,317 | $2.4M |
| LMG Wealth Partners, LLC | 0.45% | Reduce -6.4% | 17,142 | $2.4M |
| Summit Wealth Group LLC / Co. | 0.32% | Add +1437.0% | 17,137 | $2.4M |
| Noble Family Wealth, LLC | 0.50% | Reduce -1.5% | 16,956 | $2.4M |
| Quadrant Capital Group LLC | 0.07% | Reduce -14.3% | 16,911 | $2.4M |
| Key Capital Management, INC | 2.30% | — | 16,452 | $2.3M |
| Ballentine Partners, LLC | 0.03% | No change | 16,170 | $2.3M |
| Matters Capital LLC | 1.81% | — | 15,714 | $2.2M |
| Allegheny Financial Group | 0.33% | Add +54.6% | 15,632 | $2.2M |
| Sequent Asset Management, LLC | 0.97% | No change | 15,536 | $2.2M |
| Bessemer Group Inc. | 0.00% | Add +3.0% | 15,530 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +27.3% | 15,372 | $2.2M |
| Alpine Bank Wealth Management | 0.30% | No change | 14,995 | $2.1M |
| Laurel Oak Wealth Management, LLC | 0.35% | — | 14,890 | $2.1M |
| Goelzer Investment Management, Inc. | 0.09% | No change | 14,501 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Reduce -12.6% | 14,374 | $2.0M |
| Merit Financial Group, LLC | 0.02% | Add +8.0% | 14,375 | $2.0M |
| Pointe Capital Management LLC | 1.00% | Add +10.8% | 14,327 | $2.0M |
| Beacon Bank & Trust | 0.41% | Reduce -6.5% | 14,259 | $2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 14,057 | $2.0M |
| Flow Traders U.S. LLC | 0.07% | Add +191.9% | 14,015 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -63.8% | 13,990 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Add +2.6% | 13,976 | $2.0M |
| One Wealth Advisors, LLC | 0.24% | New | 13,968 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +12.3% | 13,960 | $2.0M |
| Tradition Wealth Management, LLC | 0.14% | No change | 13,781 | $1.9M |
| Peloton Wealth Strategists | 0.77% | Add +2.5% | 13,700 | $1.9M |
| BHK Investment Advisors, LLC | 0.63% | Add +4.1% | 13,695 | $1.9M |
| Arkadios Wealth Advisors | 0.04% | Add +68.7% | 13,674 | $1.9M |
| Horst & Graben Wealth Management LLC | 0.29% | Add +1.8% | 13,653 | $1.9M |
| Principal Securities, Inc. | 0.03% | Reduce -8.6% | 13,548 | $1.9M |
| Secure Asset Management, LLC | 0.29% | New | 12,884 | $1.8M |
| First National Bank of Omaha | 0.05% | Add +226.1% | 12,487 | $1.8M |
| Intrepid Financial Planning Group LLC | 0.67% | Reduce -0.7% | 12,475 | $1.8M |
| Nvest Financial, LLC | 0.73% | Add +17.9% | 12,448 | $1.8M |
| Eagle Strategies LLC | 0.22% | Reduce -2.2% | 12,356 | $1.7M |
| TFB Advisors LLC | 0.48% | Reduce -2.6% | 12,289 | $1.7M |
| Rehmann Capital Advisory Group | 0.09% | Add +0.6% | 12,277 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -98.7% | 12,200 | $1.7M |
| AQR Capital Management | 0.00% | Add +27.4% | 12,172 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.3% | 12,100 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.4% | 12,063 | $1.7M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -4.9% | 12,021 | $1.7M |
| Csenge Advisory Group | 0.08% | Add +1.1% | 12,015 | $1.7M |
| Wealthfront Advisers LLC | 0.00% | Reduce -3.5% | 11,971 | $1.7M |
| Performance Wealth Partners, LLC | 0.05% | Reduce -3.0% | 11,861 | $1.7M |
| Callan Family Office, LLC | 0.04% | Add +11.7% | 11,760 | $1.7M |
| Camelot Portfolios, LLC | 1.02% | New | 11,620 | $1.6M |
| Courier Capital LLC | 0.09% | Add +0.2% | 11,452 | $1.6M |
| Pure Financial Advisors, LLC | 0.02% | Add +1.2% | 11,443 | $1.6M |
| RPg Family Wealth Advisory, LLC | 0.35% | Reduce -0.2% | 11,269 | $1.6M |
| Risk Paradigm Group, LLC | 1.53% | — | 11,257 | $1.6M |
| Naviter Wealth, LLC | 0.21% | No change | 11,211 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +1.4% | 11,197 | $1.6M |
| Pacific Sun Financial Corp | 0.76% | Reduce -2.1% | 11,139 | $1.6M |
| Affinity Capital Advisors, LLC | 0.22% | Add +0.1% | 11,071 | $1.6M |
| MWA Asset Management | 0.87% | Reduce -1.4% | 11,023 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +1.2% | 11,006 | $1.6M |
| Legacy Bridge, LLC | 0.63% | Add +1.6% | 10,950 | $1.5M |
| Heck Capital Advisors, LLC | 0.11% | Add +0.8% | 10,774 | $1.5M |
| FWG Investments, LLC. | 0.96% | Add +1.6% | 10,733 | $1.5M |
| First National Trust Co | 0.05% | Add +25.3% | 10,646 | $1.5M |
| TCW Group Inc. | 0.01% | New | 10,561 | $1.5M |
| Broadview Financial Management, LLC | 0.99% | Add +0.3% | 10,484 | $1.5M |
| Meridian Wealth Management, LLC | 0.05% | Add +19.8% | 10,399 | $1.5M |
| SageView Advisory Group, LLC | 0.05% | Reduce -0.7% | 10,330 | $1.5M |
| TD Private Client Wealth LLC | 0.03% | Add +11.5% | 10,326 | $1.5M |
| Bedel Financial Consulting, Inc. | 0.16% | Reduce -0.2% | 10,314 | $1.5M |
| Insight 2811, Inc. | 0.62% | Reduce -2.3% | 10,015 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -5.2% | 9,738 | $1.4M |
| Financial Guidance Group, Inc. | 0.56% | Add +0.0% | 9,741 | $1.4M |
| Granville Capital, Inc. | 0.73% | — | 9,701 | $1.4M |
| Ponta Wealth Partners, LLC | 1.27% | — | 9,650 | $1.4M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -56.0% | 9,599 | $1.4M |
| Clearwave Capital, LLC | 0.99% | — | 9,531 | $1.3M |
| Norden Group LLC | 0.13% | Add +4.1% | 9,519 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | No change | 9,508 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -14.8% | 9,294 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +14.2% | 9,281 | $1.3M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -0.8% | 9,276 | $1.3M |
| Sonata Capital Group Inc. | 0.47% | Add +0.8% | 9,276 | $1.3M |
| Roberts Financial Services LLC | 0.41% | Reduce -3.5% | 9,146 | $1.3M |
| Walsh & Associates, LLC | 1.27% | — | 9,111 | $1.3M |
| Three Bearings Fiduciary Advisors, Inc. | 1.20% | — | 8,741 | $1.3M |
| Curi Capital, LLC | 0.02% | Add +5.6% | 9,033 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +0.2% | 9,003 | $1.3M |
| Clarion Wealth Managment Partners, LLC | 1.16% | Reduce -4.5% | 8,903 | $1.3M |
| Luts & Greenleigh Group, Inc. | 1.06% | Add +1.6% | 8,866 | $1.3M |
| BlackRock, Inc. | 0.00% | Reduce -55.2% | 8,834 | $1.2M |
| MV Capital Management, Inc. | 0.12% | Reduce -15.2% | 8,814 | $1.2M |
| Renasant Bank | 0.83% | Reduce -34.1% | 8,703 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -3.4% | 8,655 | $1.2M |
| Trust Point Inc. | 0.10% | Add +0.2% | 8,598 | $1.2M |
| Evensky & Katz LLC | 0.07% | Reduce -4.3% | 8,572 | $1.2M |
| Causey Wealth LLC | 0.55% | Add +0.1% | 8,567 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +1.7% | 8,559 | $1.2M |
| Home Federal Bank of Tennessee | 0.31% | Reduce -0.3% | 8,549 | $1.2M |
| National Philanthropic Trust | 0.01% | Reduce -10.0% | 8,522 | $1.2M |
| Asempa Wealth Advisors | 1.03% | — | 8,512 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | Reduce -5.8% | 8,465 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -10.4% | 8,391 | $1.2M |
| SOL Capital Management CO | 0.11% | No change | 8,390 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +10.7% | 8,384 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Add +30.7% | 8,359 | $1.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.26% | No change | 7,999 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +3.4% | 8,214 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +2.9% | 8,076 | $1.1M |
| Global Trust Wealth Management LLC | 0.84% | — | 8,069 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.18% | Reduce -7.2% | 8,017 | $1.1M |
| Truepoint, Inc. | 0.03% | Add +1.5% | 7,986 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.09% | Reduce -3.5% | 7,967 | $1.1M |
| Rebalance, LLC | 0.07% | Add +13.9% | 7,908 | $1.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.37% | Add +3.0% | 7,878 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -14.3% | 7,845 | $1.1M |
| Dentgroup LLC | 0.76% | Reduce -1.5% | 7,834 | $1.1M |
| Glenview Trust Co | 0.02% | No change | 7,780 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.0% | 7,758 | $1.1M |
| NorthRock Partners, LLC | 0.02% | Reduce -1.6% | 7,647 | $1.1M |
| Saxon Interests, Inc. | 0.38% | Reduce -0.3% | 7,633 | $1.1M |
| Lanark Financial, Inc. | 0.08% | Add +13.5% | 7,590 | $1.1M |
| Ade, LLC | 0.52% | Add +0.1% | 7,568 | $1.1M |
| Cadence Bank | 0.06% | Reduce -0.8% | 7,553 | $1.1M |
| Warwick Investment Management, Inc. | 0.16% | No change | 7,525 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -0.2% | 7,440 | $1.0M |
| SB Capital Management Inc | 0.38% | — | 7,411 | $1.0M |
| Mosaic Family Wealth Partners, LLC | 0.11% | Add +0.2% | 7,406 | $1.0M |
| Private Management Group Inc. | 0.03% | Add +0.5% | 7,402 | $1.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.33% | Reduce -65.0% | 7,394 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -33.4% | 7,350 | $1.0M |
| Viewpoint Capital Management LLC | 0.45% | Reduce -12.1% | 7,299 | $1.0M |
| Nicolet Bankshares Inc. | 0.16% | No change | 7,292 | $1.0M |
| Quest 10 Wealth Builders, Inc. | 0.92% | Add +2.4% | 7,278 | $1.0M |
| Sound View Wealth Advisors Group, LLC | 0.07% | No change | 7,253 | $1.0M |
| Foundations Investment Advisors, LLC | 0.01% | Add +21.3% | 7,252 | $1.0M |
| Five Oceans Advisors | 0.36% | Add +0.4% | 7,166 | $1.0M |
| StoneX Group Inc. | 0.04% | Reduce -8.0% | 7,041 | $995K |
| Tranquility Partners, LLC | 0.35% | Reduce -0.6% | 6,967 | $983K |
| Intrust Bank NA | 0.08% | No change | 6,955 | $981K |
| Intergy Private Wealth, LLC | 0.29% | No change | 6,926 | $977K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Reduce -3.3% | 6,903 | $974K |
| Greenleaf Trust | 0.01% | No change | 6,902 | $974K |
| Parkside Financial Bank & Trust | 0.07% | Add +0.0% | 6,899 | $973K |
| Bailard, Inc. | 0.02% | No change | 6,879 | $970K |
| STAR Financial Bank | 0.49% | Reduce -14.5% | 6,862 | $968K |
| Avior Wealth Management, LLC | 0.03% | Add +0.3% | 6,851 | $966K |
| Washington Trust Bank | 0.07% | Reduce -5.7% | 6,798 | $959K |
| Allstreet Capital Advisors LLC | 0.69% | — | 6,774 | $955K |
| Franklin Resources Inc. | 0.00% | Reduce -10.4% | 6,730 | $949K |
| Fortis Capital Advisors, LLC | 0.14% | Reduce -1.9% | 6,713 | $947K |
| Belpointe Asset Management LLC | 0.03% | Reduce -1.9% | 6,713 | $947K |
| Friday Financial | 0.33% | Add +47.6% | 6,677 | $942K |
| World Investment Advisors | 0.02% | Add +32.7% | 6,670 | $941K |
| Cary Street Partners Financial LLC | 0.02% | Add +11.4% | 6,540 | $922K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | Reduce -1.7% | 6,518 | $919K |
| Sacks & Associates, LLC | 0.67% | — | 6,498 | $917K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.4% | 6,446 | $909K |
| Legacy Wealth Asset Management, LLC | 0.22% | New | 6,430 | $907K |
| MCF Advisors LLC | 0.05% | Add +0.0% | 6,417 | $905K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -3.6% | 6,377 | $899K |
| Harbour Capital Advisors, LLC | 0.18% | No change | 6,150 | $877K |
| Linscomb Wealth, Inc. | 0.04% | No change | 6,171 | $870K |
| Auxano Advisors, LLC | 0.17% | Reduce -2.1% | 6,168 | $870K |
| Prosperity Planning, Inc. | 0.32% | No change | 6,113 | $862K |
| Brookstone Capital Management | 0.01% | Reduce -31.1% | 6,100 | $860K |
| Mycio Wealth Partners, LLC | 0.18% | Add +0.5% | 6,086 | $858K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +3.7% | 6,063 | $855K |
| HUB Investment Partners, LLC | 0.02% | Add +18.9% | 6,032 | $851K |
| IHT Wealth Management, LLC | 0.02% | Add +1.1% | 6,005 | $847K |
| BCS Wealth Management | 0.09% | New | 6,000 | $846K |
| Thomasville National Bank | 0.05% | No change | 5,988 | $845K |
| Evoke Wealth, LLC | 0.02% | Reduce -22.9% | 5,970 | $842K |
| Revolve Wealth Partners, LLC | 0.10% | Reduce -7.5% | 5,954 | $840K |
| Wedgewood Investors Inc. | 0.94% | Reduce -19.8% | 5,849 | $825K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 5,814 | $820K |
| Jacobs Equity LLC | 0.79% | — | 5,809 | $819K |
| HB Wealth Management, LLC | 0.01% | Add +2.8% | 5,716 | $806K |
| Keel Point, LLC | 0.05% | Add +0.4% | 5,707 | $805K |
| Parkshore Wealth Management, Inc. | 0.30% | Add +0.4% | 5,689 | $802K |
| Freestone Capital Holdings, LLC | 0.02% | Add +1.5% | 5,677 | $801K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Add +51.9% | 5,673 | $800K |
| Stonebridge Financial Planning Group, LLC | 0.29% | Add +2.4% | 5,635 | $795K |
| PGIM Custom Harvest LLC | 0.01% | Add +4.1% | 5,611 | $791K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -7.5% | 5,609 | $791K |
| Ballew Advisors, Inc | 0.44% | Reduce -0.5% | 5,355 | $788K |
| Twin Peaks Wealth Advisors, LLC | 0.23% | Add +32.0% | 5,123 | $780K |
| Romano Brothers and Company | 0.09% | Reduce -3.4% | 5,526 | $779K |
| Gryphon Financial Partners LLC | 0.08% | Add +4.5% | 5,431 | $766K |
| Davis R M Inc. | 0.01% | Reduce -0.7% | 5,407 | $763K |
| Dean Investment Associates, LLC | 0.11% | New | 5,359 | $756K |
| Monetary Management Group Inc. | 0.17% | No change | 5,350 | $755K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +57.1% | 5,344 | $754K |
| Regimen Wealth, LLC | 0.22% | Add +0.4% | 5,334 | $752K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -1.1% | 5,235 | $738K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -3.4% | 5,206 | $734K |
| Western Wealth Management, LLC | 0.03% | Add +38.7% | 5,139 | $725K |
| Old National Bancorp | 0.01% | Reduce -2.6% | 5,134 | $724K |
| One Day In July LLC | 0.06% | Reduce -0.8% | 5,095 | $719K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,040 | $711K |
| Vise Technologies, Inc. | 0.01% | Add +42.9% | 5,023 | $709K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.15% | No change | 4,953 | $699K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -5.1% | 4,925 | $695K |
| Stevens Capital Partners | 0.18% | Add +0.3% | 4,895 | $691K |
| American Trust | 0.06% | Reduce -52.0% | 4,858 | $685K |
| Canandaigua National Bank & Trust Co. | 0.06% | No change | 4,838 | $682K |
| Spire Wealth Management | 0.02% | Add +0.8% | 4,826 | $681K |
| Prudential Financial Inc. | 0.00% | Add +32.5% | 4,770 | $679K |
| Dorsey & Whitney Trust CO LLC | 0.04% | New | 4,812 | $679K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +1.0% | 4,795 | $676K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.2% | 4,790 | $676K |
| City Center Advisors, LLC | 0.62% | Add +7.7% | 4,765 | $672K |
| ORG Partners LLC | 0.12% | Add +33.4% | 4,752 | $671K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -12.9% | 4,681 | $660K |
| Capital Analysts, LLC | 0.02% | Reduce -34.1% | 4,656 | $657K |
| Valeo Financial Advisors, LLC | 0.01% | Add +31.5% | 4,643 | $655K |
| Missouri Trust & Investment Co | 0.19% | Add +4.2% | 4,636 | $654K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +48.4% | 4,620 | $652K |
| Smith & Howard Wealth Management, LLC | 0.15% | No change | 4,617 | $651K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.54% | Add +1.9% | 4,615 | $651K |
| Rockland Trust Co. | 0.03% | Reduce -0.1% | 4,588 | $647K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.6% | 4,535 | $640K |
| CENTRAL TRUST Co | 0.01% | Add +0.7% | 4,493 | $634K |
| Essex Financial Services, Inc. | 0.04% | Add +0.0% | 4,466 | $630K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -5.1% | 4,464 | $630K |
| Phillips Financial Management, LLC | 0.04% | Reduce -1.2% | 4,442 | $627K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -21.8% | 4,400 | $620K |
| Red Tortoise LLC | 0.26% | No change | 4,342 | $612K |
| Port Capital LLC | 0.03% | Reduce -6.2% | 4,325 | $610K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 4,314 | $608K |
| Bensler, LLC | 0.06% | Add +0.0% | 4,310 | $608K |
| WASHINGTON TRUST Co | 0.02% | Reduce -0.7% | 4,286 | $605K |
| Cornerstone Financial Group, LLC | 0.42% | Add +0.2% | 4,284 | $604K |
| Manchester Capital Management LLC | 0.08% | Reduce -2.3% | 4,275 | $603K |
| PFG Advisors | 0.03% | Reduce -1.9% | 4,275 | $603K |
| Eight 31 Financial, LLC | 0.33% | Add +3.8% | 4,261 | $601K |
| Geometric Wealth Advisors | 0.08% | No change | 4,222 | $596K |
| Pinnacle Bancorp, Inc. | 0.17% | No change | 4,195 | $592K |
| Busey Bank | 0.02% | No change | 4,184 | $590K |
| Decker Retirement Planning Inc. | 0.29% | Add +7.4% | 4,180 | $590K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +5.5% | 4,169 | $588K |
| Financial Management Network Inc. | 0.09% | Reduce -1.0% | 4,121 | $588K |
| Park Place Capital Corp | 0.12% | Add +31.6% | 4,118 | $581K |
| Centennial Advisors, LLC | 0.75% | — | 4,116 | $581K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,110 | $580K |
| Annex Advisory Services, LLC | 0.01% | Reduce -3.2% | 4,108 | $579K |
| Stegner Investment Associates Inc. | 0.31% | Reduce -9.7% | 4,106 | $579K |
| Diversified Trust Co. | 0.01% | Reduce -0.3% | 4,098 | $578K |
| Northern Lights Advisors, Inc. | 0.40% | — | 4,085 | $576K |
| Berkeley, Inc | 0.18% | Add +0.0% | 4,061 | $573K |
| Reinhart Partners, Llc. | 0.02% | New | 4,055 | $572K |
| Centennial Bank | 0.23% | Reduce -1.2% | 4,052 | $572K |
| Willner & Heller, LLC | 0.41% | Reduce -1.3% | 4,049 | $571K |
| Skyline Advisors, Inc. | 0.19% | Add +0.5% | 4,018 | $567K |
| JP Wealth Management, Inc. | 0.40% | No change | 5,868 | $565K |
| PFG Investments, LLC | 0.03% | Reduce -6.2% | 3,971 | $560K |
| WealthShield Partners, LLC | 0.06% | Add +140.6% | 3,957 | $558K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -16.1% | 3,957 | $558K |
| Integrity Alliance, Llc. | 0.02% | Add +8.0% | 3,944 | $556K |
| Meramec Financial Planners, LLC | 0.22% | — | 3,658 | $556K |
| Savvy Advisors, Inc. | 0.02% | Reduce -19.8% | 3,938 | $556K |
| Zhang Financial LLC | 0.02% | Add +0.1% | 3,900 | $550K |
| True Freedom Investing, LLC | 0.04% | New | 3,895 | $549K |
| Cahaba Wealth Management, Inc. | 0.04% | Reduce -4.7% | 3,850 | $543K |
| Granite Group Advisors, LLC | 0.30% | No change | 3,800 | $536K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -1.3% | 3,776 | $533K |
| Ieq Capital, LLC | 0.00% | Reduce -10.8% | 3,764 | $531K |
| Enclave Advisors LLC | 0.08% | No change | 3,761 | $530K |
| Sherman Wealth Management LLC | 0.46% | — | 3,718 | $524K |
| Evanson Asset Management, LLC | 0.03% | Add +0.0% | 3,699 | $522K |
| Simmons Bank | 0.03% | No change | 3,698 | $522K |
| Advocacy Wealth Management, LLC | 0.02% | No change | 3,675 | $518K |
| Highland Capital Management, LLC | 0.03% | Reduce -2.9% | 3,671 | $518K |
| Guardian Asset Advisors, LLC | 0.27% | Add +0.6% | 3,670 | $517K |
| Financial Alternatives, Inc | 0.30% | No change | 3,662 | $517K |
| FLP Wealth Management, LLC | 1.22% | Add +22.6% | 3,656 | $516K |
| 1ST Source Bank | 0.03% | Reduce -4.0% | 3,652 | $515K |
| Apella Capital, LLC | 0.01% | Add +3.9% | 3,599 | $508K |
| Guidance Point Advisors, LLC | 0.12% | Add +0.5% | 3,589 | $506K |
| Parcion Private Wealth LLC | 0.03% | Reduce -28.9% | 3,589 | $506K |
| Finley Financial, LLC | 0.23% | No change | 3,565 | $503K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 3,517 | $496K |
| Compass Ion Advisors, LLC | 0.05% | Add +0.1% | 3,501 | $494K |
| WealthPLAN Partners, LLC | 0.07% | No change | 3,497 | $493K |
| Flputnam Investment Management Co. | 0.01% | Add +8.7% | 3,496 | $493K |
| Wittenberg Investment Management, Inc. | 0.19% | No change | 3,478 | $491K |
| Retirement Income Solutions, Inc. | 0.08% | Reduce -23.5% | 3,478 | $491K |
| Cordant, Inc. | 0.20% | Reduce -31.0% | 3,459 | $488K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -4.3% | 3,459 | $488K |
| Mission Wealth Management, LP | 0.01% | Add +43.4% | 3,458 | $488K |
| 21 West Wealth Management LLC | 0.44% | No change | 3,422 | $483K |
| Colonial Trust Co / SC | 0.06% | Reduce -0.4% | 3,402 | $480K |
| Composition Wealth, LLC | 0.01% | Reduce -23.9% | 3,400 | $480K |
| Bearing Point Capital, LLC | 0.07% | Add +35.6% | 3,391 | $478K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 3,373 | $476K |
| Paladin Partners, LLC | 0.35% | — | 3,360 | $474K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -0.6% | 3,354 | $473K |
| Stonebridge Financial Group, LLC / MO | 0.41% | — | 3,324 | $469K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 3,271 | $461K |
| Cooper Financial Group | 0.05% | Reduce -4.4% | 3,257 | $459K |
| Aspiriant, LLC | 0.01% | Add +33.1% | 3,253 | $459K |
| LongView Wealth Management | 0.11% | Add +2.9% | 3,112 | $457K |
| Allen Investment Management, LLC | 0.01% | No change | 3,231 | $456K |
| Berkshire Asset Management LLC | 0.02% | Reduce -0.3% | 3,228 | $455K |
| Coastal Bridge Advisors, LLC | 0.03% | No change | 3,202 | $452K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 3,201 | $452K |
| Grove Bank & Trust | 0.05% | No change | 3,197 | $451K |
| BTC Capital Management, Inc. | 0.03% | Add +21.5% | 3,181 | $449K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 3,168 | $447K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.1% | 3,166 | $447K |
| CreativeOne Wealth, LLC | 0.01% | Add +23.8% | 3,151 | $444K |
| Invested Advisors | 0.46% | New | 3,148 | $444K |
| Rockbridge Investment Management, LCC | 0.04% | Add +0.9% | 3,128 | $441K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | Add +102.8% | 3,119 | $440K |
| Asset One Wealth Management LLC | 0.06% | — | 2,962 | $438K |
| NCM Capital Management, LLC | 0.16% | Reduce -8.8% | 3,100 | $437K |
| Anderson Hoagland & Co. | 0.04% | No change | 3,100 | $437K |
| First United Bank & Trust | 0.14% | No change | 3,096 | $437K |
| Hancock Whitney Corp. | 0.01% | Reduce -12.3% | 3,092 | $436K |
| Trilogy Capital Inc. | 0.02% | Add +0.1% | 3,092 | $436K |
| Topsail Wealth Management, LLC | 0.06% | No change | 3,084 | $435K |
| Advisors Capital Management, LLC | 0.01% | New | 3,077 | $434K |
| American Wealth Advisors, LLC | 0.43% | Add +0.5% | 3,075 | $434K |
| Gateway Wealth Partners, LLC | 0.05% | Add +1.2% | 3,056 | $431K |
| Atticus Wealth Management, LLC | 0.11% | Reduce -19.2% | 3,034 | $428K |
| Nwam LLC | 0.02% | Add +1.3% | 2,894 | $427K |
| Mgo One Seven LLC | 0.01% | Add +17.0% | 3,020 | $426K |
| Granite Harbor Advisors, Inc. | 0.18% | Reduce -25.2% | 3,019 | $426K |
| First Bancorp, Inc | 0.23% | Add +0.3% | 3,010 | $425K |
| Pittenger & Anderson Inc. | 0.02% | No change | 3,000 | $423K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -7.7% | 2,984 | $421K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.6% | 2,981 | $420K |
| SMART Wealth LLC | 0.13% | Add +5.2% | 2,977 | $420K |
| Cranbrook Wealth Management, LLC | 0.08% | No change | 2,970 | $419K |
| Richardson Capital Management LLC | 0.21% | No change | 2,966 | $418K |
| Fortitude Family Office, LLC | 0.10% | No change | 2,960 | $418K |
| Firestone Capital Management | 0.09% | No change | 2,960 | $418K |
| Appleton Partners Inc. | 0.03% | Reduce -0.5% | 2,956 | $417K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 2,954 | $417K |
| Breakwater Capital Group | 0.06% | Add +0.1% | 2,952 | $416K |
| Private Client Services, LLC | 0.13% | Add +0.2% | 2,940 | $415K |
| Sterling Investment Counsel, LLC | 0.12% | New | 3,198 | $414K |
| Lloyd Advisory Services, LLC. | 0.16% | Reduce -1.2% | 2,924 | $412K |
| Partners in Financial Planning | 0.07% | Add +0.1% | 2,914 | $411K |
| Bridgewater Advisors Inc. | 0.03% | No change | 2,742 | $408K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 2,887 | $407K |
| Diversified Management Inc. | 0.09% | — | 2,875 | $406K |
| Dagco, Inc. | 0.09% | No change | 2,866 | $404K |
| Snowden Capital Advisors LLC | 0.01% | Add +62.4% | 2,841 | $401K |
| Fulton Bank, N.A. | 0.01% | No change | 2,839 | $400K |
| Davidson Trust Co. | 0.17% | No change | 2,810 | $396K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 2,791 | $394K |
| Holland Advisory Services, Inc. | 0.53% | Reduce -10.4% | 2,791 | $394K |
| Navigation Wealth Management, Inc. | 0.58% | Add +1.4% | 2,770 | $391K |
| Kanawha Capital Management LLC | 0.03% | No change | 2,761 | $389K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.3% | 2,751 | $388K |
| Granite FO LLC | 0.21% | No change | 2,750 | $388K |
| Valmark Advisers, Inc. | 0.00% | Reduce -41.0% | 2,708 | $382K |
| Thryve Wealth Management LLC | 0.19% | — | 2,698 | $381K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,697 | $380K |
| Millington Financial Advisors, LLC | 0.17% | New | 2,500 | $380K |
| Pinion Investment Advisors, LLC | 0.09% | Reduce -29.6% | 2,691 | $380K |
| First Financial Corp. | 0.14% | No change | 2,676 | $377K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -9.9% | 2,669 | $376K |
| Liberty Square Wealth Partners LLC | 0.11% | No change | 2,662 | $375K |
| Dynamic Financial Group | 0.32% | Reduce -22.2% | 2,657 | $375K |
| LJI Wealth Management, LLC | 0.06% | Reduce -14.2% | 2,649 | $374K |
| United Advisor Group, LLC | 0.05% | Add +2.4% | 2,647 | $373K |
| NTV Asset Management LLC | 0.04% | No change | 2,626 | $370K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.1% | 2,598 | $366K |
| Fiduciary Wealth Partners, LLC | 0.15% | No change | 2,591 | $365K |
| Magnus Financial Group LLC | 0.03% | Add +3.1% | 2,589 | $365K |
| IFG Advisory, LLC | 0.02% | No change | 2,587 | $365K |
| Acima Private Wealth, LLC | 0.11% | No change | 2,585 | $365K |
| Integrity Wealth Solutions LLC | 0.14% | No change | 2,571 | $363K |
| Planning Directions Inc. | 0.18% | Add +11.5% | 2,544 | $359K |
| First Western Trust Bank | 0.02% | Reduce -6.4% | 2,542 | $359K |
| Builder Investment Group Inc. | 0.08% | Reduce -1.2% | 2,540 | $358K |
| W Advisors, LLC | 0.18% | New | 2,533 | $357K |
| Vaughan David Investments LLC | 0.01% | No change | 2,533 | $357K |
| Ancora Advisors LLC | 0.01% | No change | 2,528 | $357K |
| Cohen Capital Management, Inc. | 0.05% | Add +0.2% | 2,528 | $357K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -9.7% | 2,525 | $356K |
| Joel Isaacson & Co., LLC | 0.01% | Add +7.0% | 2,509 | $354K |
| Collaborative Wealth Managment Inc. | 0.12% | New | 2,509 | $354K |
| Linden Thomas Advisory Services, LLC | 0.04% | New | 2,508 | $354K |
| Mathes Company, Inc. | 0.13% | Reduce -37.4% | 2,500 | $353K |
| City National Bank of Florida | 0.23% | No change | 2,500 | $353K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -6.2% | 2,496 | $352K |
| Ballast, Inc. | 0.08% | No change | 2,487 | $351K |
| Glass Jacobson Investment Advisors llc | 0.13% | Reduce -12.3% | 2,463 | $347K |
| Sovran Advisors, LLC | 0.03% | Reduce -4.0% | 2,331 | $347K |
| Legacy Wealth Partners, LLC | 0.09% | — | 2,456 | $346K |
| XY Planning Network, Inc. | 0.06% | New | 2,440 | $344K |
| Flagstar Securities, Inc. | 0.11% | Reduce -4.4% | 2,434 | $343K |
| Vantage Financial Partners, LLC | 0.07% | Reduce -3.6% | 2,427 | $342K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 2,420 | $341K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +4.5% | 2,416 | $341K |
| Theory Financial LLC | 0.11% | No change | 2,293 | $340K |
| Foster Victor Wealth Advisors, LLC | 0.02% | No change | 2,280 | $338K |
| Becker Capital Management Inc. | 0.01% | Reduce -4.5% | 2,394 | $338K |
| Elevation Wealth Management LLC | 0.32% | — | 2,390 | $337K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,390 | $337K |
| Family Legacy, Inc. | 0.10% | No change | 2,382 | $336K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,259 | $335K |
| Westwood Holdings Group Inc. | 0.00% | New | 2,366 | $334K |
| Caprock Group, LLC | 0.01% | No change | 2,335 | $329K |
| QRG Capital Management, Inc. | 0.00% | Add +5.4% | 2,327 | $328K |
| KilterHowling LLC | 0.17% | Add +0.5% | 2,309 | $326K |
| NBT Bank, N.A. | 0.02% | No change | 2,308 | $326K |
| Postrock Partners LLC | 0.14% | No change | 2,306 | $325K |
| Means Investment Co., Inc. | 0.03% | Add +0.3% | 2,301 | $325K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,293 | $323K |
| Clark Capital Management Group, Inc. | 0.00% | Add +39.8% | 2,285 | $322K |
| Roman Butler Fullerton & Co. | 0.08% | Reduce -21.8% | 2,161 | $322K |
| Providence Capital Advisors, LLC | 0.05% | No change | 2,281 | $322K |
| Citizens Financial Group Inc. | 0.00% | Add +0.8% | 2,280 | $322K |
| BCGM Wealth Management, LLC | 0.08% | No change | 2,280 | $322K |
| RDA Financial Network | 0.08% | No change | 2,263 | $319K |
| Next Capital Management LLC | 0.10% | No change | 2,246 | $317K |
| OneDigital Investment Advisors LLC | 0.00% | Add +15.9% | 2,210 | $312K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | New | 2,194 | $309K |
| Aire Advisors, LLC | 0.06% | Add +0.1% | 2,187 | $309K |
| Argent Trust Co | 0.01% | No change | 2,181 | $308K |
| Fiduciary Trust Co | 0.00% | Add +8.6% | 2,176 | $307K |
| Essex Bank | 0.07% | No change | 2,170 | $306K |
| LifePlan Investment Advisors, Inc. | 0.12% | Add +35.8% | 2,169 | $306K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -12.5% | 2,166 | $306K |
| Lee, Kelleher & Klein Wealth Management | 0.18% | No change | 2,135 | $301K |
| Keating Financial Advisory Services, Inc. | 0.04% | — | 2,132 | $301K |
| Eastern Bank | 0.01% | Add +68.4% | 2,123 | $299K |
| Blue Trust, Inc. | 0.00% | Add +32.5% | 2,122 | $299K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 2,104 | $297K |
| Tailwinds Wealth, LLC | 0.32% | — | 2,102 | $297K |
| Regal Investment Advisors LLC | 0.02% | Add +1.2% | 2,091 | $295K |
| Cape Investment Advisory, Inc. | 0.09% | Add +1402.2% | 2,088 | $294K |
| Legacy Financial Strategies, LLC | 0.05% | No change | 2,070 | $292K |
| Ruggaard & Associates LLC | 0.11% | No change | 2,057 | $290K |
| Modern Wealth Management, LLC | 0.01% | Add +0.8% | 2,042 | $288K |
| Compound Planning, Inc. | 0.01% | New | 2,035 | $287K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | No change | 2,035 | $287K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 2,033 | $287K |
| Maryland Capital Advisors Inc. | 0.10% | No change | 2,028 | $286K |
| Howard Capital Management, LLC | 0.00% | New | 2,027 | $286K |
| Argentarii, LLC | 0.09% | Reduce -13.2% | 2,024 | $285K |
| Union Savings Bank | 0.12% | — | 1,990 | $281K |
| Moran Wealth Management, LLC | 0.01% | Reduce -98.8% | 1,980 | $279K |
| Key Financial Inc | 0.05% | No change | 1,974 | $278K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -30.1% | 1,894 | $278K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -26.6% | 1,973 | $278K |
| Compass Capital Corp. /Ma/ | 0.11% | Reduce -9.9% | 1,820 | $278K |
| SkyOak Wealth, LLC | 0.05% | Reduce -1.9% | 1,969 | $278K |
| Bayban | 0.25% | — | 1,966 | $277K |
| First Hawaiian Bank | 0.04% | No change | 1,962 | $277K |
| Elm Partners Management LLC | 0.01% | No change | 1,946 | $275K |
| Douglass Winthrop Advisors, LLC | 0.00% | Reduce -21.0% | 1,942 | $274K |
| Level Four Advisory Services, LLC | 0.01% | Add +1.7% | 1,939 | $274K |
| Snider Financial Group | 0.07% | Reduce -1.7% | 1,922 | $271K |
| Moneco Advisors, LLC | 0.02% | Reduce -1.2% | 1,914 | $270K |
| Peak Financial Management, Inc. | 0.07% | No change | 1,900 | $268K |
| Networth Advisors, LLC | 0.20% | — | 1,887 | $266K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.1% | 1,886 | $266K |
| Moors & Cabot, Inc. | 0.01% | Reduce -5.8% | 1,869 | $264K |
| Insight Inv LLC | 0.15% | No change | 1,865 | $263K |
| River Wealth Advisors LLC | 0.03% | No change | 1,859 | $262K |
| Foster & Motley Inc. | 0.01% | No change | 1,856 | $262K |
| Daymark Wealth Partners, LLC | 0.01% | Add +1.3% | 1,856 | $262K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +3.5% | 1,851 | $261K |
| Rahlfs Capital, LLC | 0.20% | No change | 1,850 | $261K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,842 | $260K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 1,840 | $260K |
| Madison Wealth Partners, Inc | 0.05% | Add +1.9% | 1,834 | $259K |
| Montecito Bank & Trust | 0.04% | No change | 1,811 | $255K |
| Empower Advisory Group, LLC | 0.00% | Add +12.1% | 1,811 | $255K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -45.3% | 1,808 | $255K |
| Bluespring Wealth Management, LLC | 0.02% | No change | 1,808 | $255K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,797 | $253K |
| Joel Adams & Associates, Inc. | 0.19% | New | 1,796 | $253K |
| Aft, Forsyth & Company, Inc. | 0.11% | Reduce -0.4% | 1,788 | $252K |
| SouthState Bank Corp | 0.01% | No change | 1,783 | $251K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Add +158.0% | 1,780 | $251K |
| Lathrop Investment Management Co. | 0.05% | No change | 1,781 | $251K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,770 | $250K |
| Tme Financial, Inc. | 0.18% | New | 1,768 | $249K |
| Gallacher Capital Management LLC | 0.10% | No change | 1,755 | $248K |
| Lawood & Co. | 0.23% | — | 1,754 | $247K |
| Monograph Wealth Advisors, LLC | 0.02% | New | 1,745 | $246K |
| Foundation Wealth Management, LLC\PA | 0.09% | No change | 1,743 | $246K |
| Heritage Investment Group, Inc. | 0.04% | New | 1,737 | $245K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -1.9% | 1,728 | $244K |
| Calamos Wealth Management LLC | 0.01% | Add +1.2% | 1,726 | $243K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,723 | $243K |
| Gilpin Wealth Management, LLC | 0.19% | — | 1,700 | $240K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.5% | 1,697 | $239K |
| West Michigan Advisors, LLC | 0.05% | Reduce -0.5% | 1,683 | $237K |
| Legacy Advisors, LLC | 0.03% | No change | 1,680 | $237K |
| International Assets Investment Management, LLC | 0.02% | New | 1,676 | $236K |
| BostonPremier Wealth LLC | 0.12% | Reduce -2.9% | 1,667 | $235K |
| Unified Investment Management | 0.24% | No change | 1,665 | $235K |
| SYM FINANCIAL Corp | 0.02% | No change | 1,664 | $235K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -3.9% | 1,661 | $234K |
| Foundation Wealth Management, LLC | 0.16% | Reduce -0.1% | 1,659 | $234K |
| Kintra Wealth, LLC | 0.03% | New | 1,654 | $233K |
| Vigil Wealth Management, LLC | 0.19% | — | 1,653 | $233K |
| Glassman Wealth Services | 0.03% | Reduce -8.5% | 1,645 | $232K |
| Investmark Advisory Group LLC | 0.10% | Add +0.1% | 1,640 | $231K |
| FDx Advisors, Inc. | 0.12% | Add +0.6% | 1,641 | $231K |
| Fiera Capital Corp | 0.00% | No change | 1,634 | $230K |
| Triangle Securities Wealth Management | 0.05% | Add +0.8% | 1,633 | $230K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.3% | 1,619 | $228K |
| Coston, McIsaac & Partners | 0.05% | No change | 1,623 | $228K |
| Earned Wealth Advisors, LLC | 0.02% | New | 1,605 | $226K |
| Oarsman Capital, Inc. | 0.03% | No change | 1,602 | $226K |
| Venture Visionary Partners LLC | 0.01% | New | 1,594 | $225K |
| Synergy Asset Management, LLC | 0.02% | Reduce -4.5% | 1,590 | $224K |
| Align Financial, LLC | 0.13% | — | 224,128 | $224K |
| Tsfg, LLC | 0.03% | Add +0.1% | 1,591 | $224K |
| Associated Banc-Corp | 0.01% | No change | 1,575 | $222K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 1,565 | $221K |
| Quadcap Wealth Management, LLC | 0.03% | Add +0.1% | 1,567 | $221K |
| Independent Advisor Alliance | 0.01% | No change | 1,565 | $221K |
| Wealth Science Advisors LLC | 0.13% | — | 1,554 | $219K |
| Independence Bank of Kentucky | 0.03% | No change | 1,538 | $217K |
| Split Rock Private Trading & Wealth Management, LLC | 0.17% | — | 1,531 | $216K |
| Neumann Capital Management, LLC | 0.06% | No change | 1,524 | $215K |
| Cibc World Market Inc. | 0.00% | Reduce -3.3% | 1,512 | $213K |
| Madden Advisory Services, Inc. | 0.09% | No change | 1,508 | $213K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 1,497 | $211K |
| Almanack Investment Partners, LLC. | 0.04% | New | 1,487 | $210K |
| Farmers Trust Co. | 0.03% | No change | 1,485 | $209K |
| SCS Capital Management LLC | 0.00% | Reduce -43.9% | 1,483 | $209K |
| Financial Sense Advisors, Inc. | 0.04% | No change | 1,480 | $209K |
| Portland Financial Advisors Inc | 0.44% | No change | 1,474 | $208K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 1,449 | $204K |
| LMCG Investments, LLC | 0.01% | Reduce -2.0% | 1,448 | $204K |
| 1832 Asset Management L.P. | 0.00% | New | 1,431 | $202K |
| Country Trust Bank | 0.00% | No change | 1,430 | $202K |
| Interchange Capital Partners, LLC | 0.04% | New | 1,426 | $201K |
| Duncan Williams Asset Management, LLC | 0.05% | New | 1,340 | $201K |
| Kovack Advisors, Inc. | 0.01% | New | 1,421 | $200K |
| MLP3, LLC | 0.22% | — | 1,420 | $200K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,414 | $199K |
| Lazard Asset Management LLC | 0.00% | No change | 1,400 | $197K |
| Versant Capital Management, Inc | 0.02% | No change | 1,396 | $197K |
| GAMMA Investing LLC | 0.01% | No change | 1,388 | $196K |
| REAP Financial Group, LLC | 0.04% | Reduce -0.4% | 1,374 | $194K |
| Princeton Global Asset Management LLC | 0.03% | No change | 1,363 | $192K |
| 2UniFi Bank | 0.09% | Add +2.6% | 1,355 | $191K |
| Anchor Investment Management, LLC | 0.02% | Add +3.3% | 1,348 | $190K |
| Harbour Investments, Inc. | 0.00% | Reduce -39.0% | 1,301 | $184K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,283 | $181K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,250 | $176K |
| Townsend Asset Management Corp. /NC/ | 0.06% | Add +0.4% | 1,182 | $167K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,149 | $162K |
| Rialto Wealth Management, LLC | 0.04% | No change | 1,115 | $157K |
| Trust Co. of Vermont | 0.01% | Reduce -3.2% | 1,114 | $157K |
| National Bank of Canada | 0.00% | Reduce -4.4% | 1,077 | $152K |
| Prestige Wealth Management Group LLC | 0.03% | Reduce -1.6% | 1,076 | $152K |
| Paladin Advisory Group, LLC | 0.11% | New | 1,067 | $151K |
| Realta Investment Advisors | 0.05% | Add +47.9% | 1,066 | $150K |
| Clayton Financial Group LLC | 0.08% | Add +10.4% | 1,050 | $148K |
| Hamilton Point Investment Advisors, LLC | 0.02% | Add +27.6% | 1,039 | $146K |
| Richardson Financial Services Inc. | 0.05% | No change | 1,018 | $144K |
| High Note Wealth, LLC | 0.03% | No change | 992 | $140K |
| Root Financial Partners, LLC | 0.01% | Add +95.4% | 981 | $138K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 961 | $136K |
| Matrix Private Capital Group LLC | 0.07% | Add +5.6% | 946 | $133K |
| Legacies Wealth LLC | 0.07% | Reduce -3.1% | 918 | $129K |
| Van Den Berg Management I, Inc. | 0.03% | New | 913 | $129K |
| Midwest Capital Advisors, LLC | 0.06% | Add +0.4% | 913 | $129K |
| Private Wealth Management Group, LLC | 0.03% | Add +75.7% | 882 | $124K |
| CX Institutional | 0.00% | Reduce -12.7% | 879 | $124K |
| CoreFirst Bank & Trust | 0.07% | No change | 865 | $122K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 862 | $122K |
| Elevation Wealth Partners, LLC | 0.04% | Reduce -16.3% | 843 | $119K |
| Pflug Koory, LLC | 0.05% | No change | 808 | $114K |
| Bare Financial Services, Inc | 0.03% | No change | 784 | $111K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.3% | 779 | $110K |
| Holos Integrated Wealth LLC | 0.06% | No change | 767 | $109K |
| Addison Advisors LLC | 0.02% | No change | 743 | $105K |
| Basepoint Wealth LLC | 0.06% | New | 736 | $104K |
| Trust Co | 0.01% | No change | 717 | $101K |
| New Republic Capital, LLC | 0.03% | Add +3.1% | 700 | $99K |
| Parvin Asset Management, LLC | 0.08% | New | 691 | $97K |
| Harbor Asset Planning, Inc. | 0.08% | Add +0.4% | 689 | $97K |
| Steph & Co. | 0.03% | No change | 679 | $96K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.5% | 677 | $96K |
| Biltmore Family Office, LLC | 0.01% | Add +70.0% | 673 | $95K |
| Smithfield Trust Co | 0.00% | Add +9.8% | 674 | $94K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 659 | $93K |
| GoalVest Advisory LLC | 0.02% | No change | 658 | $93K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 650 | $92K |
| Rossby Financial, LCC | 0.03% | No change | 627 | $88K |
| Avalon Trust Co | 0.01% | No change | 600 | $85K |
| Provident Wealth Management, LLC | 0.02% | No change | 596 | $84K |
| Asset Dedication, LLC | 0.01% | No change | 573 | $81K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -8.5% | 571 | $81K |
| AlphaCore Capital LLC | 0.00% | Add +109.9% | 571 | $81K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +0.5% | 559 | $79K |
| BankPlus Trust Department | 0.02% | Add +1292.5% | 557 | $79K |
| Ameriflex Group, Inc. | 0.04% | Reduce -50.0% | 554 | $78K |
| United Community Bank | 0.03% | No change | 541 | $76K |
| Strive Financial Group ,LLC | 0.04% | — | 535 | $75K |
| Sound Income Strategies, LLC | 0.00% | Add +7.7% | 505 | $75K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Add +1.7% | 525 | $74K |
| Wealth Watch Advisors, INC | 0.03% | Add +2964.7% | 521 | $73K |
| Riverview Trust Co | 0.09% | No change | 520 | $73K |
| Tucker Asset Management LLC | 0.02% | New | 516 | $73K |
| McIlrath & Eck, LLC | 0.01% | Add +0.2% | 514 | $72K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.4% | 512 | $72K |
| Financial Connections Group, Inc. | 0.02% | No change | 517 | $72K |
| Olistico Wealth, LLC | 0.03% | New | 504 | $71K |
| Cornerstone Planning Group LLC | 0.01% | Add +11.6% | 480 | $71K |
| Archer Investment Corp | 0.02% | No change | 502 | $71K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -0.6% | 500 | $71K |
| Strategic Wealth Advisors LLC | 0.06% | — | 500 | $70K |
| North Star Investment Management Corp. | 0.00% | No change | 494 | $70K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 483 | $68K |
| Bangor Savings Bank | 0.01% | No change | 466 | $66K |
| Operose Advisors LLC | 0.02% | No change | 465 | $66K |
| Bravera Wealth | 0.03% | — | 458 | $65K |
| Legacy Wealth Managment, LLC | 0.03% | Add +83.5% | 457 | $64K |
| Colonial Trust Advisors | 0.00% | No change | 450 | $63K |
| City State Bank | 0.02% | Add +80.8% | 434 | $61K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 416 | $59K |
| Hollencrest Capital Management | 0.00% | No change | 399 | $56K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 392 | $55K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.5% | 385 | $54K |
| Richards, Merrill & Peterson, Inc. | 0.02% | Add +392.2% | 379 | $53K |
| Hilton Head Capital Partners, LLC | 0.03% | — | 370 | $52K |
| Howe & Rusling Inc. | 0.00% | New | 361 | $51K |
| Fairman Group, LLC | 0.04% | Add +0.3% | 343 | $48K |
| Motiv8 Investments LLC | 0.03% | New | 337 | $48K |
| JNBA Financial Advisors | 0.00% | No change | 339 | $48K |
| Aventura Private Wealth, LLC | 0.02% | No change | 324 | $46K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 324 | $46K |
| Copia Wealth Management | 0.03% | No change | 300 | $42K |
| HM Payson & Co. | 0.00% | No change | 300 | $42K |
| Kimelman & Baird, LLC | 0.00% | No change | 284 | $40K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 280 | $39K |
| Horizons Wealth Management | 0.03% | No change | 279 | $39K |
| Windsor Advisory Group, LLC | 0.03% | No change | 270 | $38K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 264 | $37K |
| Investors Research Corp | 0.01% | No change | 259 | $37K |
| Register Financial Advisors LLC | 0.01% | No change | 254 | $36K |
| Nova Wealth Management, Inc. | 0.02% | No change | 252 | $36K |
| Investment Counsel Co. of Nevada | 0.08% | No change | 251 | $35K |
| Trust Co. of Toledo NA | 0.00% | No change | 251 | $35K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | Reduce -91.9% | 250 | $35K |
| Laurel Wealth Advisors LLC | 0.00% | New | 248 | $35K |
| Hughes Financial Services, LLC | 0.01% | No change | 247 | $35K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -49.5% | 247 | $35K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -61.2% | 245 | $35K |
| Gen-Wealth Partners Inc | 0.01% | Add +1.2% | 244 | $34K |
| Bogart Wealth, LLC | 0.00% | No change | 239 | $34K |
| Signature Equity Partners, LLC | 0.02% | — | 229 | $32K |
| 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 |
| Triumph Capital Management | 0.01% | New | 211 | $30K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -14.9% | 211 | $30K |
| Rossmore Private Capital | 0.00% | No change | 210 | $30K |
| Crews Bank & Trust | 0.00% | Reduce -17.8% | 208 | $29K |
| Financial Consulate, Inc. | 0.00% | No change | 207 | $29K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $29K |
| Bellevue Asset Management, LLC | 0.01% | No change | 200 | $28K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 200 | $28K |
| Mechanics Financial Corp | 0.01% | No change | 197 | $28K |
| Peachtree Investment Partners, LLC | 0.01% | Add +0.5% | 194 | $27K |
| Avion Wealth | 0.01% | No change | 192 | $27K |
| Covenant Partners, LLC | 0.01% | Reduce -99.9% | 191 | $27K |
| TOWER TRUST & INVESTMENT Co | 0.02% | No change | 190 | $27K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 181 | $26K |
| Clean Yield Group | 0.01% | No change | 178 | $25K |
| Roxbury Financial LLC | 0.02% | No change | 177 | $25K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 170 | $24K |
| Albion Financial Group | 0.00% | No change | 162 | $23K |
| SHP Wealth Management | 0.00% | — | 160 | $23K |
| Monetary Solutions, Ltd | 0.02% | — | 150 | $21K |
| Hara Capital LLC | 0.01% | No change | 148 | $21K |
| Hilltop National Bank | 0.01% | No change | 147 | $21K |
| Pacifica Partners Inc. | 0.01% | Add +468.0% | 142 | $20K |
| Winthrop Capital Management, LLC | 0.00% | No change | 139 | $20K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 128 | $19K |
| Field & Main Bank | 0.01% | No change | 134 | $19K |
| Rothschild Investment LLC | 0.00% | No change | 134 | $19K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 129 | $18K |
| 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% | Add +0.9% | 112 | $16K |
| Clearstead Trust, LLC | 0.00% | No change | 111 | $16K |
| Front Row Advisors LLC | 0.01% | No change | 109 | $15K |
| Evermay Wealth Management LLC | 0.00% | No change | 107 | $15K |
| Smartleaf Asset Management LLC | 0.00% | New | 105 | $15K |
| Abound Wealth Management | 0.00% | Reduce -22.7% | 102 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.0% | 100 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 100 | $14K |
| Elevated Capital Advisors, LLC | 0.00% | New | 97 | $14K |
| American National Bank & Trust | 0.00% | No change | 94 | $13K |
| Sfam, LLC | 0.01% | — | 89 | $13K |
| MilWealth Group LLC | 0.00% | No change | 88 | $12K |
| Bullock Wealth Management Group | 0.01% | — | 87 | $12K |
| Motco | 0.00% | No change | 87 | $12K |
| Highline Wealth Partners LLC | 0.00% | Reduce -35.2% | 83 | $12K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -77.1% | 80 | $11K |
| Signature Resources Capital Management, LLC | 0.01% | Add +2.6% | 79 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 78 | $11K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -18.1% | 77 | $11K |
| Pingora Partners LLC | 0.01% | No change | 75 | $11K |
| CNB Bank | 0.00% | New | 74 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Add +109.1% | 69 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $9K |
| one8zero8, LLC | 0.00% | No change | 65 | $9K |
| Tower View Wealth Management LLC | 0.00% | No change | 61 | $9K |
| Ares Financial Consulting, LLC | 0.01% | — | 60 | $8K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -89.6% | 60 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 58 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 57 | $8K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 55 | $8K |
| Breakwater Investment Management | 0.00% | No change | 55 | $8K |
| Alaska Permanent Capital Management, LLC | 0.00% | Reduce -1.8% | 54 | $8K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 51 | $8K |
| Arlington Trust Co LLC | 0.00% | No change | 53 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 45 | $6K |
| Larson Financial Group LLC | 0.00% | Reduce -31.8% | 43 | $6K |
| Chelsea Counsel Co. | 0.00% | No change | 42 | $6K |
| First Community Trust NA | 0.00% | No change | 41 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $6K |
| Planning Project LLC | 0.00% | — | 41 | $6K |
| Atwood & Palmer Inc. | 0.00% | No change | 40 | $6K |
| Compass Financial Services Inc | 0.00% | No change | 39 | $6K |
| 10Elms LLP | 0.01% | No change | 37 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 34 | $5K |
| GGM Financial LLC | 0.00% | No change | 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% | No change | 28 | $4K |
| New Millennium Group LLC | 0.00% | No change | 27 | $4K |
| Robinswood Financial LLC | 0.00% | No change | 25 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 22 | $3K |
| Sittner & Nelson, LLC | 0.00% | New | 20 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 21 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 20 | $3K |
| PFS Partners, LLC | 0.00% | No change | 19 | $3K |
| FWL Investment Management, LLC | 0.00% | No change | 18 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 17 | $2K |
| Caldwell Trust Co | 0.00% | No change | 17 | $2K |
| YANKCOM Partnership | 0.00% | New | 16 | $2K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 13 | $2K |
| Daytona Street Capital LLC | 0.00% | — | 12 | $2K |
| Quaker Wealth Management, LLC | 0.00% | New | 12 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 11 | $2K |
| Kilter Group LLC | 0.00% | No change | 7 | $988 |
| Blueline Advisors LLC | 0.00% | — | 6 | $896 |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $847 |
| Stephens Consulting, LLC | 0.00% | New | 5 | $706 |
| Fortis Group Advisors, LLC | 0.00% | New | 5 | $705 |
| Activest Wealth Management | 0.00% | Reduce -95.0% | 5 | $705 |
"% 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.