iShares Russell Mid-Cap ValuIWSETF
13F holders, Q1 2026 (March 31)996holders +4
65new positions
48sold out
3famous investors
$146.11avg. 13F price*
At the end of Q1 2026, 996 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 4 from Q4 2025. 65 opened new positions and 48 sold out. The largest holders were Morgan Stanley ($1.2B), Jones Financial Companies LLLP ($1.1B) and Wells Fargo & Company ($573.2M). 3 famous investors held it, including John W. Rogers Jr. (0.0% of Ariel Investments's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $93.4M |
| Exits | 48 | $37.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,106,862 shares bought and 8,201,495 shares sold, net −6,094,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 996 holders
| Morgan Stanley | 0.07% | Reduce -0.1% | 8,065,380 | $1.2B |
| Jones Financial Companies LLLP | 0.53% | Reduce -20.7% | 7,702,234 | $1.1B |
| Wells Fargo & Company | 0.11% | Add +0.4% | 3,933,330 | $573.2M |
| Bank of America Corp. | 0.04% | Reduce -15.8% | 3,567,568 | $519.9M |
| Envestnet Portfolio Solutions, Inc. | 2.24% | Reduce -2.6% | 2,782,303 | $405.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.50% | — | 2,673,419 | $389.6M |
| First Citizens Bank & Trust Co. | 8.18% | Reduce -2.4% | 2,666,348 | $388.6M |
| Royal Bank of Canada | 0.07% | Reduce -0.6% | 2,376,742 | $346.4M |
| US Bancorp \de | 0.36% | Reduce -2.7% | 2,034,314 | $296.5M |
| Commerce Bank | 1.40% | Reduce -0.2% | 1,980,452 | $288.6M |
| FMR LLC | 0.01% | Reduce -0.3% | 1,927,770 | $281.0M |
| Commonwealth Equity Services, LLC | 0.38% | Reduce -6.0% | 1,865,296 | $271.8M |
| UBS Group AG | 0.05% | Add +8.4% | 1,778,173 | $259.2M |
| Betterment LLC | 0.41% | Reduce -4.6% | 1,478,807 | $215.5M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -2.4% | 1,251,682 | $182.4M |
| LPL Financial LLC | 0.05% | Add +3.0% | 1,246,982 | $181.7M |
| Cassaday & Co Wealth Management LLC | 3.18% | Add +1.9% | 1,023,739 | $149.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -10.4% | 992,650 | $144.8M |
| Zions Bancorporation, National Association | 8.90% | Reduce -0.1% | 947,543 | $138.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -6.5% | 941,353 | $137.2M |
| Vantagepoint Investment Advisers LLC | 0.95% | Reduce -1.5% | 770,873 | $112.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.1% | 787,533 | $112.1M |
| Equitable Holdings, Inc. | 0.67% | Reduce -0.5% | 406,855 | $104.2M |
| Stephens Group Asset Management, LLC | 6.63% | Add +0.2% | 713,481 | $104.0M |
| Stephens Inc. | 1.25% | Reduce -18.7% | 683,625 | $99.6M |
| Raymond James Financial Inc. | 0.03% | Reduce -0.5% | 648,853 | $94.6M |
| Pacific Life Fund Advisors LLC | 10.16% | Reduce -14.2% | 606,826 | $88.4M |
| Heritage Wealth Advisors | 3.11% | Add +1.1% | 545,471 | $79.5M |
| Truist Financial Corp. | 0.09% | Reduce -0.6% | 437,111 | $63.7M |
| Cetera Investment Advisers | 0.07% | Reduce -0.3% | 431,101 | $62.8M |
| Money Concepts Capital Corp. | 3.46% | Reduce -6.0% | 429,682 | $62.6M |
| AE Wealth Management LLC | 0.30% | Add +0.8% | 380,308 | $55.4M |
| Proficio Capital Partners LLC | 2.78% | New | 357,500 | $52.1M |
| Lido Advisors, LLC | 0.19% | Add +6.9% | 321,226 | $46.8M |
| AMG National Trust Bank | 1.00% | Reduce -1.3% | 315,369 | $46.0M |
| BNP Paribas Financial Markets | 0.03% | Add +534.0% | 296,327 | $43.2M |
| Mariner, LLC | 0.05% | Reduce -7.6% | 293,064 | $42.6M |
| Anchor Capital Advisors LLC | 1.16% | Reduce -11.6% | 278,371 | $40.6M |
| Chicago Partners Investment Group LLC | 0.89% | Reduce -3.1% | 255,119 | $39.7M |
| SVB Wealth LLC | 2.51% | Reduce -0.5% | 261,202 | $38.1M |
| Natixis Advisors, LLC | 0.05% | Add +80.9% | 259,124 | $37.8M |
| GLOBALT Investments LLC / GA | 1.31% | Add +7.5% | 252,907 | $36.9M |
| Cedar Mountain Advisors, LLC | 7.17% | Reduce -1.0% | 251,582 | $36.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.1% | 241,839 | $35.2M |
| Focus Partners Wealth | 0.04% | Add +1.9% | 241,074 | $35.1M |
| LPWM LLC | 8.34% | Reduce -2.1% | 226,691 | $33.0M |
| Thompson Siegel & Walmsley LLC | 0.57% | Reduce -6.5% | 221,510 | $32.3M |
| HighTower Advisors, LLC | 0.03% | Add +0.0% | 218,629 | $31.9M |
| Tiaa Trust, National Association | 1.92% | Reduce -93.6% | 216,645 | $31.6M |
| Fifth Third Bancorp | 0.05% | Add +71.3% | 203,918 | $29.7M |
| Osaic Holdings, Inc. | 0.04% | Add +25.8% | 202,955 | $29.6M |
| Keybank National Association | 0.11% | Reduce -0.6% | 198,559 | $28.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +66.9% | 195,387 | $28.5M |
| Wescott Financial Advisory Group, LLC | 2.31% | Reduce -12.0% | 180,890 | $26.4M |
| Badgley Phelps Wealth Managers, LLC | 0.52% | Add +3.8% | 178,501 | $26.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -10.3% | 177,890 | $25.9M |
| Moneta Group Investment Advisors LLC | 0.19% | Reduce -0.4% | 177,514 | $25.9M |
| Parkway Wealth Management Group, LLC | 3.19% | Reduce -0.9% | 165,570 | $25.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +7.8% | 171,130 | $24.9M |
| Rodgers & Associates, LTD | 2.53% | Reduce -2.1% | 170,676 | $24.9M |
| Baird Financial Group, Inc. | 0.04% | Add +0.8% | 169,103 | $24.6M |
| First Citizens Asset Management, Inc. | 8.50% | Add +5.7% | 164,471 | $24.0M |
| CIBC Bancorp USA Inc. | 0.03% | — | 164,113 | $23.9M |
| Pinnacle Financial Partners, Inc. | 0.17% | Add +5.7% | 152,784 | $22.3M |
| M&T Bank Corp | 0.07% | Reduce -4.1% | 151,996 | $22.2M |
| Asset Management Group, Inc. | 3.58% | Reduce -0.3% | 151,776 | $22.1M |
| RTD Financial Advisors, Inc. | 2.56% | Reduce -1.0% | 143,113 | $20.9M |
| Stifel Financial Corp. | 0.02% | Add +0.5% | 140,799 | $20.5M |
| Creative Planning | 0.01% | Reduce -4.2% | 133,277 | $19.4M |
| Corient Private Wealth LP | 0.03% | Add +0.6% | 131,986 | $19.2M |
| Captrust Financial Advisors | 0.03% | Add +2.7% | 128,659 | $18.8M |
| Arax Advisory Partners | 0.53% | Reduce -13.2% | 128,308 | $18.7M |
| Sterling Capital Management LLC | 0.35% | Add +9.6% | 125,473 | $18.3M |
| LBJ Family Wealth Advisors, Ltd. | 10.47% | Reduce -0.1% | 125,594 | $17.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -0.6% | 120,612 | $17.6M |
| Fifth Third Securities, Inc. | 1.11% | Add +0.8% | 117,673 | $17.1M |
| Allworth Financial LP | 0.07% | Reduce -0.3% | 116,455 | $17.0M |
| Northern Trust Corp. | 0.00% | Reduce -4.4% | 115,894 | $16.9M |
| Avantax Planning Partners, Inc. | 0.46% | Add +6.3% | 114,135 | $16.6M |
| Prosperity Consulting Group, LLC | 0.73% | Add +1.8% | 113,106 | $16.5M |
| HSBC Holdings PLC | 0.01% | Add +3.9% | 112,144 | $16.3M |
| Waverly Advisors, LLC | 0.12% | Add +0.4% | 108,057 | $15.7M |
| Evergreen Capital Management LLC | 0.33% | Add +3.5% | 104,483 | $15.2M |
| Lloyd Advisory Services, LLC. | 4.11% | Add +3272.6% | 98,615 | $14.4M |
| Kingdom Financial Group LLC. | 4.11% | Add +3.7% | 98,615 | $14.4M |
| Occidental Asset Management, LLC | 1.61% | Add +2.4% | 93,493 | $13.6M |
| First Horizon Corp. | 0.57% | Add +6.7% | 92,925 | $13.5M |
| Bishop & Co Investment Management, LLC | 4.63% | Reduce -33.8% | 92,615 | $13.5M |
| Bokf, NA | 0.20% | Reduce -1.9% | 88,741 | $12.9M |
| MAI Capital Management | 0.07% | Reduce -3.8% | 88,647 | $12.9M |
| Bank of Montreal | 0.01% | Reduce -5.7% | 85,207 | $12.4M |
| Johnson Investment Counsel Inc. | 0.10% | Reduce -2.0% | 85,121 | $12.4M |
| NewEdge Advisors, LLC | 0.04% | Add +10.4% | 85,023 | $12.4M |
| Clearstead Advisors, LLC | 0.11% | Reduce -1.9% | 82,787 | $12.1M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +2.6% | 81,606 | $11.9M |
| Savant Capital, LLC | 0.06% | Reduce -0.3% | 80,966 | $11.8M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -7.1% | 74,663 | $11.6M |
| One Capital Management, LLC | 0.31% | Reduce -14.2% | 77,058 | $11.2M |
| LifeWealth Investments, LLC | 3.34% | Add +15.5% | 76,894 | $11.2M |
| Bank of New York Mellon Corp | 0.00% | Add +16.0% | 76,849 | $11.2M |
| WestHill Financial Advisors, Inc. | 2.10% | Add +0.6% | 75,215 | $11.0M |
| JMG Financial Group, Ltd. | 0.30% | Reduce -0.7% | 74,147 | $10.8M |
| Cwm, LLC | 0.03% | Reduce -3.7% | 70,638 | $10.3M |
| Corundum Group, Inc. | 3.35% | Add +1.4% | 68,811 | $10.0M |
| XML Financial, LLC | 0.80% | Add +0.2% | 67,792 | $9.9M |
| MML Investors Services, LLC | 0.03% | Reduce -12.6% | 66,533 | $9.7M |
| &partners | 0.05% | Reduce -16.9% | 65,763 | $9.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -27.3% | 65,325 | $9.6M |
| Sentinel Advisory Group, LLC | 4.64% | — | 65,328 | $9.5M |
| Twin Focus Capital Partners, LLC | 1.09% | Reduce -4.5% | 65,309 | $9.5M |
| Howard Bailey Securities, LLC | 3.87% | Reduce -2.4% | 64,497 | $9.4M |
| MidFirst Bank | 0.76% | Reduce -3.0% | 63,432 | $9.2M |
| Park Avenue Securities LLC | 0.07% | Reduce -11.3% | 62,839 | $9.2M |
| Earnest Partners LLC | 0.04% | Reduce -70.2% | 61,606 | $9.0M |
| Conning Inc. | 0.30% | Add +24.3% | 59,718 | $8.7M |
| UMB Bank, n.a. | 0.12% | Reduce -11.1% | 57,649 | $8.4M |
| Legacy Edge Advisors, LLC | 0.86% | Reduce -2.0% | 56,398 | $8.2M |
| Private Advisor Group, LLC | 0.04% | Add +1.6% | 55,480 | $8.1M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -0.5% | 54,863 | $8.0M |
| Inlight Wealth Management, LLC | 2.92% | Reduce -1.3% | 54,103 | $7.9M |
| Inspirion Wealth Advisors, LLC | 0.96% | Reduce -1.8% | 53,046 | $7.7M |
| Powell Investment Advisors, LLC | 2.65% | Add +0.1% | 52,760 | $7.7M |
| Mill Creek Capital Advisors, LLC | 0.16% | No change | 52,609 | $7.7M |
| Summit Wealth Group LLC / Co. | 0.78% | Add +196.0% | 50,732 | $7.4M |
| Sowell Financial Services LLC | 0.27% | Add +525.5% | 50,516 | $7.4M |
| KMG Fiduciary Partners, LLC | 0.54% | Reduce -0.3% | 50,498 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +12.5% | 50,161 | $7.3M |
| James J. Burns & Company, LLC | 0.96% | Reduce -2.5% | 48,330 | $7.0M |
| Modera Wealth Management, LLC | 0.08% | Reduce -0.7% | 47,588 | $6.9M |
| Accredited Investors Inc. | 0.37% | Reduce -5.8% | 46,804 | $6.8M |
| Ticino Wealth | 2.33% | Reduce -9.5% | 39,002 | $6.7M |
| Monument Capital Management | 1.68% | New | 45,930 | $6.7M |
| Processus Wealth & Capital Management, LLC | 4.54% | Reduce -0.1% | 45,898 | $6.7M |
| Bleakley Financial Group, LLC | 0.10% | Reduce -0.3% | 44,591 | $6.5M |
| Victory Capital Management Inc. | 0.00% | Add +262.3% | 44,200 | $6.4M |
| Farmers & Merchants Investments Inc. | 0.17% | No change | 43,199 | $6.3M |
| McAdam, LLC | 0.28% | Reduce -6.8% | 43,104 | $6.3M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Reduce -60.1% | 41,939 | $6.1M |
| Arcadia Wealth Management, LLC | 2.19% | Add +2.1% | 41,499 | $6.0M |
| Whitaker-Myers Wealth Managers, LTD. | 1.18% | Add +4.3% | 40,670 | $5.9M |
| Mullaney, Keating & Wright, Inc. | 3.19% | Reduce -1.6% | 40,318 | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +185.5% | 40,134 | $5.8M |
| Aldebaran Capital, LLC | 4.48% | Reduce -0.1% | 40,125 | $5.8M |
| Assetmark, Inc. | 0.01% | Reduce -10.3% | 39,569 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Add +28.0% | 39,362 | $5.7M |
| NewEdge Wealth, LLC | 0.07% | Reduce -4.6% | 39,092 | $5.7M |
| Simplicity Wealth,LLC | 0.32% | Add +6.0% | 38,633 | $5.6M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -4.2% | 38,352 | $5.6M |
| Advisors Preferred, LLC | 0.82% | New | 38,288 | $5.6M |
| Kennedy Capital Management LLC | 0.12% | Reduce -6.2% | 37,993 | $5.5M |
| Midwest Trust Co | 0.07% | Add +5.7% | 37,945 | $5.5M |
| Investment Partners, LTD. | 1.95% | Reduce -2.4% | 37,647 | $5.5M |
| Mather Group, Llc. | 0.05% | Reduce -0.0% | 37,479 | $5.5M |
| Stratos Investment Management, LLC | 0.21% | New | 36,654 | $5.3M |
| Cerity Partners LLC | 0.01% | Add +46.4% | 36,183 | $5.3M |
| Regions Financial Corp. | 0.03% | Reduce -1.7% | 35,928 | $5.2M |
| Councilor Wealth, LLC | 2.54% | Reduce -3.4% | 35,917 | $5.2M |
| Kelsey Financial, LLC | 4.52% | Reduce -8.1% | 35,460 | $5.2M |
| First Merchants Corp. | 0.20% | Reduce -9.6% | 35,242 | $5.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -20.2% | 35,025 | $5.1M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Reduce -1.1% | 34,472 | $5.0M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -19.0% | 33,885 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -18.0% | 33,771 | $4.9M |
| Quantinno Capital Management LP | 0.01% | Add +17.2% | 33,656 | $4.9M |
| Focus Financial Network, Inc. | 0.17% | Add +1.2% | 33,008 | $4.8M |
| LWM Advisors Inc. | 4.14% | Reduce -4.2% | 32,723 | $4.8M |
| VestGen Advisors, LLC | 0.13% | Reduce -0.8% | 30,182 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -20.1% | 32,063 | $4.7M |
| Community Bank, N.A. | 0.55% | Reduce -3.0% | 31,462 | $4.6M |
| Key Capital Management, INC | 3.01% | Add +90.1% | 31,271 | $4.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 30,693 | $4.5M |
| Auour Investments LLC | 1.33% | Add +3.1% | 29,083 | $4.2M |
| ARK & TLK Investments, LLC | 1.13% | No change | 28,477 | $4.2M |
| Bridges Investment Management Inc. | 0.06% | No change | 27,848 | $4.1M |
| Widmann Financial Services, Inc. | 2.40% | Add +1.5% | 27,684 | $4.0M |
| Boston Partners | 0.00% | Reduce -0.1% | 27,646 | $4.0M |
| Glenmede Trust Co. NA | 0.02% | Reduce -3.7% | 27,676 | $4.0M |
| City Holding Co. | 0.49% | Add +1.3% | 27,004 | $3.9M |
| Ascent Group, LLC | 0.14% | Reduce -4.3% | 26,883 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Reduce -12.6% | 26,566 | $3.9M |
| Principal Financial Group Inc. | 0.00% | Add +34.3% | 26,225 | $3.8M |
| Falcon Wealth Planning | 0.26% | Reduce -2.2% | 26,096 | $3.8M |
| HBK Sorce Advisory LLC | 0.08% | Add +8.6% | 24,084 | $3.8M |
| Connecticut Wealth Management, LLC | 0.16% | Add +0.6% | 26,056 | $3.8M |
| Fidelis Capital Partners, LLC | 0.27% | Reduce -0.2% | 25,746 | $3.8M |
| Nuance Investments, LLC | 0.52% | Reduce -57.7% | 25,440 | $3.7M |
| Sigma Planning Corp | 0.10% | Add +1.0% | 24,262 | $3.5M |
| MSH Capital Advisors LLC | 0.75% | Add +2.0% | 24,261 | $3.5M |
| Brady Martz Wealth Solutions, LLC | 0.60% | Reduce -24.6% | 24,174 | $3.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +227.2% | 24,049 | $3.5M |
| Sage Financial Group Inc. | 0.23% | No change | 23,963 | $3.5M |
| Private Wealth Asset Management, LLC | 0.37% | Reduce -0.1% | 23,793 | $3.5M |
| Vance Wealth, LLC | 0.98% | Reduce -2.5% | 23,365 | $3.4M |
| Harbor Investment Advisory, LLC | 0.27% | Reduce -1.7% | 23,355 | $3.4M |
| Amarillo National Bank | 0.58% | No change | 22,592 | $3.3M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -11.6% | 22,588 | $3.3M |
| Tectonic Advisors LLC | 0.17% | Add +3.1% | 22,401 | $3.3M |
| Millstone Evans Group, LLC | 1.96% | Reduce -1.9% | 22,353 | $3.3M |
| New Age Alpha Advisors, LLC | 0.15% | Add +131.0% | 22,173 | $3.2M |
| Equitable Trust Co. | 0.15% | Reduce -5.1% | 22,105 | $3.2M |
| Hapanowicz & Associates Financial Services, Inc | 1.28% | Reduce -9.5% | 22,050 | $3.2M |
| Condor Capital Management | 0.27% | Add +0.1% | 21,916 | $3.2M |
| Stock Yards Bank & Trust Co. | 0.10% | Add +6.5% | 21,568 | $3.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.1% | 21,554 | $3.1M |
| Brown Advisory Inc. | 0.01% | Reduce -7.8% | 21,492 | $3.1M |
| First Pacific Financial | 0.40% | Add +0.5% | 21,473 | $3.1M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.7% | 21,407 | $3.1M |
| Whitegate Investment Counselors, Inc. | 0.99% | No change | 21,394 | $3.1M |
| First Foundation Advisors | 0.12% | Add +20.1% | 21,206 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -1.5% | 21,148 | $3.1M |
| Eukles Asset Management | 1.37% | Add +12.6% | 21,128 | $3.1M |
| FAS Wealth Partners, Inc. | 0.19% | Reduce -0.5% | 20,735 | $3.0M |
| Advisory Services Network, LLC | 0.04% | Add +16.2% | 20,644 | $3.0M |
| Atlas Brown,Inc. | 0.89% | Reduce -2.0% | 20,243 | $3.0M |
| Heck Capital Advisors, LLC | 0.21% | Add +83.1% | 19,731 | $2.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -56.5% | 19,570 | $2.9M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.0% | 19,130 | $2.8M |
| Farther Finance Advisors, LLC | 0.03% | Add +22.8% | 18,878 | $2.8M |
| Brighton Jones LLC | 0.06% | New | 18,934 | $2.8M |
| Capital Squared Financial LLC | 2.08% | Reduce -5.6% | 18,731 | $2.7M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Reduce -0.2% | 18,668 | $2.7M |
| Q3 Asset Management | 0.66% | Reduce -7.9% | 18,551 | $2.7M |
| Strategic Blueprint, LLC | 0.16% | Reduce -8.3% | 18,535 | $2.7M |
| Alliancebernstein L.P. | 0.00% | Add +36.7% | 19,130 | $2.7M |
| Telos Capital Management, Inc. | 0.26% | Add +3.3% | 18,489 | $2.7M |
| Wesbanco Bank Inc. | 0.07% | Add +0.1% | 18,231 | $2.7M |
| AQR Capital Management | 0.00% | Add +47.4% | 17,940 | $2.6M |
| Blair William & Co. | 0.01% | Add +0.3% | 17,908 | $2.6M |
| Whittier Trust Co. | 0.03% | Reduce -7.2% | 17,617 | $2.6M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -0.6% | 17,580 | $2.6M |
| Parallel Advisors, LLC | 0.05% | Reduce -0.1% | 17,844 | $2.6M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -7.3% | 17,742 | $2.6M |
| HUB Investment Partners, LLC | 0.06% | Add +192.4% | 17,636 | $2.6M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -0.5% | 17,604 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +24.5% | 17,385 | $2.5M |
| Quadrant Capital Group LLC | 0.07% | Add +1.8% | 17,223 | $2.5M |
| LMG Wealth Partners, LLC | 0.46% | No change | 17,142 | $2.5M |
| Compound Planning, Inc. | 0.08% | Add +739.4% | 17,081 | $2.5M |
| Bank of Hawaii | 0.13% | Reduce -8.3% | 16,891 | $2.5M |
| Ironwood Investment Counsel, LLC | 0.35% | Reduce -11.1% | 16,878 | $2.5M |
| Noble Family Wealth, LLC | 0.51% | Reduce -0.8% | 16,825 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +38.4% | 16,699 | $2.4M |
| Allegheny Financial Group | 0.33% | Add +6.8% | 16,691 | $2.4M |
| Independent Advisor Alliance | 0.03% | Add +963.1% | 16,638 | $2.4M |
| Ballentine Partners, LLC | 0.03% | Add +0.3% | 16,217 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -21.2% | 15,977 | $2.3M |
| Matters Capital LLC | 2.03% | Add +0.2% | 15,746 | $2.3M |
| Vanguard National Trust Co | 0.14% | — | 15,597 | $2.3M |
| Sequent Asset Management, LLC | 1.08% | No change | 15,536 | $2.3M |
| Bessemer Group Inc. | 0.00% | Reduce -0.0% | 15,527 | $2.3M |
| Pointe Capital Management LLC | 1.11% | Add +7.2% | 15,362 | $2.2M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -34.2% | 15,146 | $2.2M |
| Alpine Bank Wealth Management | 0.32% | No change | 14,995 | $2.2M |
| IFP Advisors, Inc | 0.04% | Reduce -33.0% | 14,659 | $2.1M |
| Arkadios Wealth Advisors | 0.04% | Add +6.9% | 14,613 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +3.5% | 14,467 | $2.1M |
| Horst & Graben Wealth Management LLC | 0.29% | Reduce -0.9% | 13,534 | $2.1M |
| Choreo, LLC | 0.03% | Reduce -16.7% | 14,376 | $2.1M |
| Goelzer Investment Management, Inc. | 0.10% | Reduce -1.1% | 14,341 | $2.1M |
| Meridian Wealth Management, LLC | 0.07% | Add +36.5% | 14,198 | $2.1M |
| Laurel Oak Wealth Management, LLC | 0.35% | Reduce -4.8% | 14,178 | $2.1M |
| Nvest Financial, LLC | 0.76% | Add +12.2% | 13,972 | $2.0M |
| Peloton Wealth Strategists | 0.85% | Add +1.7% | 13,931 | $2.0M |
| Tradition Wealth Management, LLC | 0.14% | No change | 13,781 | $2.0M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Add +141.4% | 13,693 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -29.9% | 13,610 | $2.0M |
| BHK Investment Advisors, LLC | 0.66% | Reduce -0.7% | 13,596 | $2.0M |
| Beacon Bank & Trust | 0.40% | Reduce -5.8% | 13,427 | $2.0M |
| TCW Group Inc. | 0.01% | Add +26.4% | 13,345 | $1.9M |
| TIAA Wealth Investment Management LLC | 0.01% | — | 13,618 | $1.9M |
| Wealthfront Advisers LLC | 0.00% | Add +9.8% | 13,145 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +7.4% | 12,990 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Reduce -10.6% | 12,853 | $1.9M |
| Principal Securities, Inc. | 0.03% | Reduce -5.0% | 12,872 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +49.6% | 12,801 | $1.9M |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 12,600 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -30.1% | 12,482 | $1.8M |
| RPg Family Wealth Advisory, LLC | 0.37% | Add +7.6% | 12,123 | $1.8M |
| Vertrix Wealth Management, LLC | 0.65% | — | 12,112 | $1.8M |
| Csenge Advisory Group | 0.08% | Add +0.7% | 12,104 | $1.8M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -1.5% | 12,093 | $1.8M |
| Eagle Strategies LLC | 0.21% | Reduce -2.7% | 12,018 | $1.8M |
| Intrepid Financial Planning Group LLC | 0.70% | Reduce -4.9% | 11,868 | $1.7M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -38.9% | 11,760 | $1.7M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.3% | 11,747 | $1.7M |
| HRT Financial LP | 0.00% | New | 11,734 | $1.7M |
| Risk Paradigm Group, LLC | 1.45% | Add +3.9% | 11,690 | $1.7M |
| First National Bank of Omaha | 0.05% | Reduce -5.2% | 11,837 | $1.7M |
| Camelot Portfolios, LLC | 1.27% | Reduce -0.3% | 11,579 | $1.7M |
| Secure Asset Management, LLC | 0.27% | Reduce -10.3% | 11,562 | $1.7M |
| Courier Capital LLC | 0.09% | Add +0.2% | 11,471 | $1.7M |
| Callan Family Office, LLC | 0.04% | Reduce -2.6% | 11,448 | $1.7M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -0.8% | 11,352 | $1.7M |
| MWA Asset Management | 0.90% | Add +2.3% | 11,281 | $1.6M |
| Naviter Wealth, LLC | 0.20% | No change | 11,211 | $1.6M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +149.8% | 10,990 | $1.6M |
| Trust Point Inc. | 0.14% | Add +27.7% | 10,982 | $1.6M |
| Legacy Bridge, LLC | 0.61% | No change | 10,950 | $1.6M |
| TD Private Client Wealth LLC | 0.03% | Add +5.9% | 10,938 | $1.6M |
| Pacific Sun Financial Corp | 0.77% | Reduce -2.4% | 10,877 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 10,811 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -2.4% | 10,738 | $1.6M |
| Performance Wealth Partners, LLC | 0.04% | Reduce -11.1% | 10,540 | $1.5M |
| Nicolet Bankshares Inc. | 0.06% | Add +43.2% | 10,444 | $1.5M |
| Broadview Financial Management, LLC | 1.04% | Reduce -0.5% | 10,434 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Reduce -27.5% | 10,420 | $1.5M |
| Affinity Capital Advisors, LLC | 0.21% | Reduce -6.4% | 10,358 | $1.5M |
| Insight 2811, Inc. | 0.65% | Add +2.0% | 10,219 | $1.5M |
| Bedel Financial Consulting, Inc. | 0.17% | Reduce -1.4% | 10,170 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -43.3% | 10,053 | $1.5M |
| FWG Investments, LLC. | 0.93% | Reduce -6.5% | 10,041 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 9,937 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +6.6% | 9,891 | $1.4M |
| Prospera Financial Services Inc | 0.02% | Reduce -0.2% | 9,718 | $1.4M |
| Clearwave Capital, LLC | 0.97% | Add +2.0% | 9,718 | $1.4M |
| Granville Capital, Inc. | 0.74% | No change | 9,701 | $1.4M |
| Ponta Wealth Partners, LLC | 1.13% | No change | 9,650 | $1.4M |
| MV Capital Management, Inc. | 0.14% | Add +9.4% | 9,641 | $1.4M |
| Financial Guidance Group, Inc. | 0.56% | Reduce -1.3% | 9,616 | $1.4M |
| Norden Group LLC | 0.13% | Add +0.4% | 9,559 | $1.4M |
| SageView Advisory Group, LLC | 0.05% | Reduce -7.7% | 9,539 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | No change | 9,508 | $1.4M |
| Luts & Greenleigh Group, Inc. | 1.07% | Add +5.0% | 9,312 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +1.9% | 9,177 | $1.3M |
| Walsh & Associates, LLC | 1.32% | Add +0.0% | 9,112 | $1.3M |
| Sonata Capital Group Inc. | 0.49% | Reduce -2.4% | 9,051 | $1.3M |
| Curi Capital, LLC | 0.02% | No change | 9,033 | $1.3M |
| Clarion Wealth Managment Partners, LLC | 1.19% | Add +0.8% | 8,976 | $1.3M |
| First National Trust Co | 0.04% | Reduce -16.4% | 8,905 | $1.3M |
| Private Trust Co. NA | 0.12% | Reduce -4.3% | 8,886 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -4.8% | 8,851 | $1.3M |
| Three Bearings Fiduciary Advisors, Inc. | 1.23% | No change | 8,741 | $1.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.42% | Add +3.1% | 8,123 | $1.3M |
| BlackRock, Inc. | 0.00% | Reduce -2.2% | 8,643 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +50.6% | 8,611 | $1.3M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -1.3% | 8,547 | $1.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +4.0% | 8,546 | $1.2M |
| National Philanthropic Trust | 0.01% | No change | 8,522 | $1.2M |
| Cozad Asset Management Inc. | 0.10% | Add +0.0% | 8,466 | $1.2M |
| Asempa Wealth Advisors | 1.06% | Reduce -2.6% | 8,289 | $1.2M |
| Evensky & Katz LLC | 0.07% | Reduce -3.0% | 8,318 | $1.2M |
| Fortis Capital Advisors, LLC | 0.16% | Add +23.3% | 8,280 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +23.3% | 8,280 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.6% | 8,165 | $1.2M |
| Causey Wealth LLC | 0.50% | Reduce -4.8% | 8,156 | $1.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.31% | No change | 7,999 | $1.2M |
| Truepoint, Inc. | 0.03% | Reduce -0.3% | 7,966 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +188.7% | 7,941 | $1.2M |
| Rebalance, LLC | 0.07% | Add +0.3% | 7,933 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.1% | 7,922 | $1.2M |
| Ipswich Investment Management Co., Inc. | 0.27% | New | 7,920 | $1.2M |
| Allstreet Capital Advisors LLC | 0.85% | Add +16.8% | 7,913 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.12% | Add +6.6% | 7,897 | $1.2M |
| Glenview Trust Co | 0.02% | Reduce -0.3% | 7,755 | $1.1M |
| Global Trust Wealth Management LLC | 0.85% | Reduce -4.1% | 7,740 | $1.1M |
| Parkside Financial Bank & Trust | 0.09% | Add +12.1% | 7,736 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.17% | Reduce -5.4% | 7,582 | $1.1M |
| Ade, LLC | 0.53% | Add +0.1% | 7,574 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +4.3% | 7,562 | $1.1M |
| Huntington National Bank | 0.01% | New | 7,553 | $1.1M |
| Summit Financial, LLC | 0.01% | Reduce -56.4% | 7,548 | $1.1M |
| Warwick Investment Management, Inc. | 0.16% | No change | 7,525 | $1.1M |
| Home Federal Bank of Tennessee | 0.27% | Reduce -13.2% | 7,424 | $1.1M |
| Johnson Financial Group, Inc. | 0.04% | Add +16.2% | 7,411 | $1.1M |
| NorthRock Partners, LLC | 0.02% | Reduce -3.2% | 7,403 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -0.8% | 7,377 | $1.1M |
| Quest 10 Wealth Builders, Inc. | 0.94% | Add +1.3% | 7,372 | $1.1M |
| Viewpoint Capital Management LLC | 0.50% | No change | 7,299 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.07% | No change | 7,253 | $1.1M |
| Five Oceans Advisors | 0.38% | No change | 7,166 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -9.2% | 7,124 | $1.0M |
| Lanark Financial, Inc. | 0.08% | Reduce -7.0% | 7,062 | $1.0M |
| Roberts Financial Services LLC | 0.33% | Reduce -23.1% | 7,036 | $1.0M |
| Intrust Bank NA | 0.08% | No change | 6,955 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -17.5% | 6,926 | $1.0M |
| Intergy Private Wealth, LLC | 0.30% | No change | 6,926 | $1.0M |
| Private Management Group Inc. | 0.03% | Reduce -6.8% | 6,902 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | Add +0.5% | 6,885 | $1.0M |
| Bailard, Inc. | 0.02% | No change | 6,879 | $1.0M |
| Friday Financial | 0.34% | Add +2.6% | 6,852 | $999K |
| Keel Point, LLC | 0.07% | Add +19.8% | 6,835 | $996K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Reduce -2.0% | 6,764 | $986K |
| Greenleaf Trust | 0.01% | Reduce -2.9% | 6,700 | $976K |
| Franklin Resources Inc. | 0.00% | Reduce -1.2% | 6,648 | $969K |
| Harbour Capital Advisors, LLC | 0.18% | No change | 6,150 | $957K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -0.0% | 6,538 | $953K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.22% | No change | 6,518 | $950K |
| Sacks & Associates, LLC | 0.70% | No change | 6,498 | $947K |
| DAVENPORT & Co LLC | 0.01% | Add +0.7% | 6,489 | $946K |
| Gateway Wealth Partners, LLC | 0.04% | Add +111.7% | 6,470 | $943K |
| Tranquility Partners, LLC | 0.36% | No change | 6,967 | $943K |
| Jacobs Equity LLC | 0.84% | Add +1.7% | 5,908 | $941K |
| MCF Advisors LLC | 0.04% | Add +0.0% | 6,418 | $935K |
| B.O.S.S. Retirement Advisors, LLC | 0.28% | Reduce -13.6% | 6,391 | $931K |
| Saxon Interests, Inc. | 0.32% | Reduce -17.1% | 6,324 | $922K |
| STAR Financial Bank | 0.43% | Reduce -8.0% | 6,314 | $920K |
| Washington Trust Bank | 0.07% | Reduce -7.7% | 6,272 | $914K |
| Renasant Bank | 0.64% | Reduce -28.8% | 6,197 | $903K |
| Auxano Advisors, LLC | 0.18% | No change | 6,168 | $899K |
| Mycio Wealth Partners, LLC | 0.18% | Add +0.3% | 6,105 | $890K |
| Prosperity Planning, Inc. | 0.32% | Reduce -0.2% | 6,102 | $889K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -1.3% | 6,094 | $888K |
| World Investment Advisors | 0.01% | Reduce -9.0% | 6,067 | $884K |
| Evoke Wealth, LLC | 0.02% | Add +0.5% | 6,001 | $875K |
| Revolve Wealth Partners, LLC | 0.11% | Reduce -0.0% | 5,952 | $867K |
| Brookstone Capital Management | 0.01% | Reduce -2.5% | 5,947 | $867K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +28.6% | 5,939 | $866K |
| Koss-Olinger Consulting, LLC | 0.07% | Reduce -25.5% | 5,932 | $865K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.9% | 5,892 | $859K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 5,814 | $847K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -2.4% | 5,916 | $842K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +8.1% | 5,774 | $842K |
| Wedgewood Investors Inc. | 0.95% | Reduce -2.5% | 5,705 | $831K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 5,679 | $828K |
| PGIM Custom Harvest LLC | 0.01% | No change | 5,611 | $818K |
| Diversified Management Inc. | 0.14% | Add +94.8% | 5,600 | $816K |
| Trivium Point Advisory, LLC | 0.15% | Reduce -0.2% | 5,598 | $816K |
| Romano Brothers and Company | 0.09% | Reduce -1.1% | 5,466 | $797K |
| Ballew Advisors, Inc | 0.45% | Reduce -2.7% | 5,210 | $793K |
| Gryphon Financial Partners LLC | 0.08% | No change | 5,431 | $792K |
| Stonebridge Financial Planning Group, LLC | 0.29% | Reduce -5.0% | 5,356 | $781K |
| Regimen Wealth, LLC | 0.23% | Add +0.3% | 5,350 | $780K |
| Monetary Management Group Inc. | 0.19% | No change | 5,350 | $780K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +1.1% | 5,295 | $772K |
| Sei Investments Co. | 0.00% | New | 5,286 | $770K |
| Parkshore Wealth Management, Inc. | 0.26% | Reduce -7.2% | 5,281 | $770K |
| Atria Investments, Inc | 0.01% | Reduce -53.1% | 5,252 | $765K |
| Triad Wealth Partners, LLC | 0.06% | New | 5,194 | $757K |
| Twin Peaks Wealth Advisors, LLC | 0.19% | Add +1.1% | 5,182 | $755K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.1% | 5,133 | $748K |
| Davis R M Inc. | 0.01% | Reduce -5.1% | 5,132 | $748K |
| One Day In July LLC | 0.06% | Reduce -0.4% | 5,076 | $740K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -2.8% | 5,063 | $738K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,040 | $735K |
| Stegner Investment Associates Inc. | 0.40% | Add +22.4% | 5,026 | $732K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.16% | No change | 4,953 | $722K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +18.0% | 4,920 | $717K |
| City Center Advisors, LLC | 0.66% | Add +2.1% | 4,864 | $709K |
| Vise Technologies, Inc. | 0.01% | No change | 5,023 | $709K |
| Spire Wealth Management | 0.02% | Add +0.7% | 4,861 | $708K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -14.6% | 4,851 | $707K |
| Stevens Capital Partners | 0.17% | Reduce -1.2% | 4,838 | $705K |
| Canandaigua National Corp. | 0.06% | — | 4,838 | $705K |
| Old National Bancorp | 0.01% | Reduce -6.3% | 4,809 | $701K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -2.6% | 4,798 | $699K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.0% | 4,788 | $698K |
| Rockland Trust Co. | 0.03% | Add +3.2% | 4,734 | $690K |
| Missouri Trust & Investment Co | 0.20% | Add +1.7% | 4,715 | $687K |
| American Trust | 0.06% | Reduce -4.5% | 4,638 | $676K |
| Smith & Howard Wealth Management, LLC | 0.15% | No change | 4,617 | $673K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.55% | No change | 4,615 | $673K |
| Cornerstone Financial Group, LLC | 0.43% | Add +0.1% | 4,289 | $671K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.8% | 4,606 | $666K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -45.6% | 4,544 | $662K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -3.2% | 4,530 | $660K |
| Spectrum Advisors, Inc. | 0.52% | — | 4,509 | $657K |
| Apella Capital, LLC | 0.01% | Add +16.5% | 4,192 | $654K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -0.6% | 4,439 | $647K |
| Essex Financial Services, Inc. | 0.04% | Reduce -1.0% | 4,421 | $644K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -2.8% | 4,408 | $642K |
| Bragg Financial Advisors, Inc | 0.02% | Add +1.5% | 4,377 | $638K |
| QRG Capital Management, Inc. | 0.01% | Add +86.5% | 4,341 | $633K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -82.4% | 4,318 | $629K |
| Red Tortoise LLC | 0.26% | Reduce -0.6% | 4,316 | $629K |
| Bensler, LLC | 0.06% | Add +0.0% | 4,311 | $628K |
| Decker Retirement Planning Inc. | 0.28% | Add +3.1% | 4,308 | $628K |
| Geometric Wealth Advisors | 0.08% | Add +2.0% | 4,305 | $627K |
| Financial Management Network Inc. | 0.10% | Add +0.0% | 4,122 | $627K |
| Eight 31 Financial, LLC | 0.38% | No change | 4,261 | $621K |
| Port Capital LLC | 0.03% | Reduce -1.8% | 4,249 | $619K |
| Annex Advisory Services, LLC | 0.01% | Add +2.8% | 4,222 | $615K |
| Pinnacle Bancorp, Inc. | 0.18% | No change | 4,195 | $611K |
| Busey Bank | 0.02% | No change | 4,184 | $610K |
| CENTRAL TRUST Co | 0.01% | Reduce -6.9% | 4,183 | $610K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,110 | $599K |
| Northern Lights Advisors, Inc. | 0.40% | No change | 4,085 | $595K |
| Integrity Alliance, Llc. | 0.02% | Add +2.8% | 4,056 | $591K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -15.8% | 4,052 | $591K |
| Willner & Heller, LLC | 0.44% | Add +0.1% | 4,052 | $591K |
| Skyline Advisors, Inc. | 0.20% | Add +0.3% | 4,030 | $587K |
| Paladin Partners, LLC | 0.42% | Add +19.9% | 4,030 | $587K |
| Centennial Bank | 0.21% | Reduce -0.9% | 4,014 | $585K |
| Manchester Capital Management LLC | 0.08% | Reduce -7.0% | 3,975 | $579K |
| Centennial Advisors, LLC | 0.74% | Reduce -3.5% | 3,973 | $579K |
| Guardian Asset Advisors, LLC | 0.34% | Add +7.2% | 3,934 | $573K |
| Enclave Advisors LLC | 0.08% | Add +4.5% | 3,931 | $573K |
| JP Wealth Management, Inc. | 0.39% | No change | 5,868 | $571K |
| PFG Advisors | 0.03% | Reduce -8.8% | 3,901 | $569K |
| Zhang Financial LLC | 0.02% | Add +0.0% | 3,901 | $568K |
| FLP Wealth Management, LLC | 1.17% | Add +6.6% | 3,898 | $568K |
| Diversified Trust Co. | 0.01% | Reduce -4.9% | 3,897 | $568K |
| Granite Group Advisors, LLC | 0.34% | No change | 3,800 | $563K |
| Berkeley, Inc | 0.19% | Reduce -5.7% | 3,829 | $558K |
| Oak Asset Management, LLC | 0.19% | New | 3,811 | $555K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,776 | $550K |
| Cahaba Wealth Management, Inc. | 0.04% | Reduce -2.1% | 3,768 | $549K |
| Ieq Capital, LLC | 0.00% | Reduce -0.5% | 3,747 | $546K |
| Advisors Capital Management, LLC | 0.01% | Add +21.4% | 3,735 | $544K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -2.8% | 3,845 | $542K |
| Pinion Investment Advisors, LLC | 0.13% | Add +38.2% | 3,720 | $542K |
| Next Capital Management LLC | 0.16% | Add +65.3% | 3,712 | $541K |
| LongView Wealth Management | 0.14% | Add +13.1% | 3,518 | $541K |
| Sherman Wealth Management LLC | 0.46% | Reduce -0.4% | 3,703 | $540K |
| Evanson Asset Management, LLC | 0.03% | Add +0.0% | 3,700 | $539K |
| Simmons Bank | 0.04% | No change | 3,698 | $539K |
| Advocacy Wealth Management, LLC | 0.02% | No change | 3,675 | $536K |
| Highland Capital Management, LLC | 0.03% | No change | 3,671 | $535K |
| WASHINGTON TRUST Co | 0.02% | Reduce -14.3% | 3,671 | $535K |
| Financial Alternatives, Inc | 0.29% | No change | 3,662 | $534K |
| 1ST Source Bank | 0.03% | No change | 3,652 | $532K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -24.2% | 3,635 | $530K |
| Guidance Point Advisors, LLC | 0.13% | Add +0.3% | 3,600 | $525K |
| Kintra Wealth, LLC | 0.04% | Add +117.6% | 3,599 | $524K |
| Parcion Private Wealth LLC | 0.03% | No change | 3,589 | $523K |
| Flputnam Investment Management Co. | 0.01% | Add +2.6% | 3,587 | $523K |
| Savvy Advisors, Inc. | 0.01% | Reduce -9.3% | 3,570 | $520K |
| Finley Financial, LLC | 0.24% | No change | 3,565 | $520K |
| Harbour Investments, Inc. | 0.01% | Add +173.3% | 3,555 | $518K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 3,517 | $513K |
| Compass Ion Advisors, LLC | 0.05% | Add +0.1% | 3,503 | $510K |
| Russell Investments Group, Ltd. | 0.00% | Add +34.5% | 3,494 | $509K |
| CreativeOne Wealth, LLC | 0.01% | Add +10.7% | 3,489 | $508K |
| Wittenberg Investment Management, Inc. | 0.19% | No change | 3,478 | $507K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 3,478 | $507K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -0.5% | 3,441 | $501K |
| 21 West Wealth Management LLC | 0.46% | No change | 3,422 | $499K |
| Bearing Point Capital, LLC | 0.08% | No change | 3,391 | $494K |
| PFG Investments, LLC | 0.02% | Reduce -14.8% | 3,384 | $493K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 3,373 | $492K |
| Composition Wealth, LLC | 0.01% | Reduce -0.8% | 3,372 | $491K |
| Stonebridge Financial Group, LLC / MO | 0.41% | Add +1.0% | 3,356 | $489K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | Add +7.2% | 3,344 | $487K |
| Drucker Wealth 3.0, LLC | 0.09% | Reduce -0.3% | 3,344 | $487K |
| Icon Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 3,163 | $487K |
| Blue Trust, Inc. | 0.01% | Add +53.7% | 3,262 | $475K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.0% | 3,060 | $475K |
| Allen Investment Management, LLC | 0.01% | Add +0.4% | 3,245 | $473K |
| Berkshire Asset Management LLC | 0.02% | Add +0.0% | 3,229 | $471K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +0.3% | 3,211 | $468K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 3,168 | $462K |
| Asset One Wealth Management LLC | 0.05% | No change | 2,962 | $461K |
| Invested Advisors | 0.46% | Add +0.1% | 3,152 | $459K |
| WealthPlan Investment Management, LLC | 0.03% | New | 3,149 | $459K |
| Grove Bank & Trust | 0.05% | Reduce -1.8% | 3,141 | $458K |
| Colonial Trust Co / SC | 0.06% | Reduce -8.0% | 3,131 | $456K |
| Rockbridge Investment Management, LCC | 0.04% | Reduce -0.8% | 3,103 | $452K |
| NCM Capital Management, LLC | 0.16% | No change | 3,100 | $452K |
| Anderson Hoagland & Co. | 0.04% | No change | 3,100 | $452K |
| CPC Advisors, LLC | 0.07% | New | 3,088 | $450K |
| Topsail Wealth Management, LLC | 0.07% | No change | 3,084 | $449K |
| Breakwater Capital Group | 0.06% | Add +3.1% | 3,045 | $444K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -5.6% | 3,022 | $440K |
| SMART Wealth LLC | 0.13% | Add +1.4% | 3,018 | $440K |
| First Bancorp, Inc | 0.22% | No change | 3,010 | $439K |
| Firestone Capital Management | 0.09% | Add +1.7% | 3,010 | $439K |
| BCS Wealth Management | 0.09% | Reduce -50.0% | 3,000 | $437K |
| Pittenger & Anderson Inc. | 0.02% | No change | 3,000 | $437K |
| Granite Harbor Advisors, Inc. | 0.19% | Reduce -0.7% | 2,999 | $437K |
| Pinnacle Associates Ltd. | 0.01% | No change | 2,984 | $435K |
| Navigation Wealth Management, Inc. | 1.57% | Add +7.7% | 2,982 | $435K |
| First United Bank & Trust | 0.14% | Reduce -3.7% | 2,981 | $434K |
| American Wealth Advisors, LLC | 0.45% | Reduce -3.2% | 2,976 | $434K |
| Richardson Capital Management LLC | 0.21% | No change | 2,966 | $432K |
| Bridgewater Advisors Inc. | 0.03% | No change | 2,742 | $432K |
| Fortitude Family Office, LLC | 0.10% | No change | 2,960 | $431K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 2,957 | $431K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 2,954 | $430K |
| Appleton Partners Inc. | 0.03% | Reduce -0.3% | 2,946 | $429K |
| Cranbrook Wealth Management, LLC | 0.09% | Reduce -1.8% | 2,918 | $425K |
| Partners in Financial Planning | 0.07% | Add +0.1% | 2,916 | $425K |
| Trilogy Capital Inc. | 0.02% | Reduce -6.0% | 2,907 | $424K |
| Mgo One Seven LLC | 0.01% | Reduce -4.8% | 2,875 | $419K |
| Dagco, Inc. | 0.09% | No change | 2,866 | $418K |
| Fulton Bank, N.A. | 0.01% | No change | 2,839 | $414K |
| Davidson Trust Co. | 0.18% | No change | 2,810 | $410K |
| R.H. Investment Group, LLC | 0.31% | New | 2,688 | $408K |
| Holland Advisory Services, Inc. | 0.55% | Add +0.2% | 2,797 | $408K |
| Kanawha Capital Management LLC | 0.03% | No change | 2,761 | $402K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -15.7% | 2,759 | $402K |
| Planning Directions Inc. | 0.20% | Add +6.6% | 2,712 | $395K |
| Legacy Wealth Partners, LLC | 0.10% | Add +10.3% | 2,708 | $395K |
| Valmark Advisers, Inc. | 0.00% | Reduce -0.7% | 2,688 | $392K |
| Meramec Financial Planners, LLC | 0.16% | Reduce -31.6% | 2,501 | $392K |
| Cherry Tree Wealth Management, LLC | 0.08% | Reduce -4.1% | 2,676 | $390K |
| First Financial Corp. | 0.15% | Reduce -0.1% | 2,674 | $390K |
| Millington Financial Advisors, LLC | 0.16% | No change | 2,500 | $389K |
| Liberty Square Wealth Partners LLC | 0.11% | No change | 2,662 | $388K |
| LJI Wealth Management, LLC | 0.06% | No change | 2,649 | $386K |
| Magnus Financial Group LLC | 0.03% | Add +1.7% | 2,633 | $384K |
| Private Client Services, LLC | 0.11% | Reduce -10.5% | 2,630 | $383K |
| NTV Asset Management LLC | 0.04% | No change | 2,626 | $383K |
| XY Planning Network, Inc. | 0.06% | Add +6.6% | 2,602 | $382K |
| BTC Capital Management, Inc. | 0.03% | Reduce -17.7% | 2,619 | $382K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -2.0% | 2,616 | $381K |
| Nwam LLC | 0.02% | Reduce -10.4% | 2,594 | $378K |
| Atticus Wealth Management, LLC | 0.10% | Reduce -14.6% | 2,590 | $377K |
| Acima Private Wealth, LLC | 0.12% | No change | 2,585 | $377K |
| Dynamic Financial Group | 0.31% | Reduce -2.9% | 2,581 | $376K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -4.3% | 2,581 | $376K |
| Integrity Wealth Solutions LLC | 0.15% | No change | 2,571 | $375K |
| Vanguard Advisers Inc. | 0.00% | — | 2,546 | $371K |
| Builder Investment Group Inc. | 0.08% | No change | 2,540 | $370K |
| Vaughan David Investments LLC | 0.01% | No change | 2,533 | $369K |
| Cohen Capital Management, Inc. | 0.06% | Add +0.1% | 2,530 | $369K |
| Ancora Advisors LLC | 0.01% | No change | 2,528 | $368K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.0% | 2,510 | $366K |
| K.J. Harrison & Partners Inc | 0.06% | New | 2,505 | $365K |
| Evolve Private Wealth, LLC | 0.02% | New | 2,503 | $365K |
| Sovran Advisors, LLC | 0.03% | Reduce -0.3% | 2,325 | $364K |
| Mathes Company, Inc. | 0.13% | No change | 2,500 | $364K |
| Ballast, Inc. | 0.08% | No change | 2,487 | $362K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -1.5% | 2,486 | $362K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +2.1% | 2,327 | $357K |
| Mission Wealth Management, LP | 0.01% | Reduce -29.1% | 2,453 | $357K |
| Level Wealth Management LLC | 0.17% | New | 2,448 | $357K |
| Glass Jacobson Investment Advisors llc | 0.12% | Reduce -0.8% | 2,444 | $356K |
| Prudent Investors Network, Inc. | 0.08% | New | 2,432 | $354K |
| First Western Trust Bank | 0.02% | Reduce -4.4% | 2,430 | $354K |
| Strategies Wealth Advisors, LLC | 0.04% | No change | 2,420 | $353K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,416 | $352K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +11.4% | 2,413 | $352K |
| Becker Capital Management Inc. | 0.01% | Add +0.0% | 2,395 | $349K |
| Moran Wealth Management, LLC | 0.01% | Add +20.9% | 2,393 | $349K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,390 | $348K |
| Flagstar Securities, Inc. | 0.13% | Reduce -2.0% | 2,385 | $348K |
| Family Legacy, Inc. | 0.10% | Reduce -0.3% | 2,374 | $346K |
| Ascentis Independent Advisors | 0.03% | New | 2,363 | $344K |
| Regal Investment Advisors LLC | 0.02% | Add +13.0% | 2,363 | $344K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,259 | $342K |
| Argent Trust Co | 0.01% | Add +7.6% | 2,346 | $342K |
| Elevation Wealth Management LLC | 0.31% | Reduce -3.0% | 2,318 | $338K |
| KilterHowling LLC | 0.17% | Add +0.3% | 2,316 | $338K |
| NBT Bank, N.A. | 0.02% | No change | 2,308 | $336K |
| Postrock Partners LLC | 0.16% | No change | 2,306 | $336K |
| Thryve Wealth Management LLC | 0.22% | Reduce -15.0% | 2,294 | $334K |
| Theory Financial LLC | 0.12% | No change | 2,293 | $334K |
| Means Investment Co., Inc. | 0.03% | Reduce -0.5% | 2,289 | $334K |
| BCGM Wealth Management, LLC | 0.08% | Add +0.0% | 2,281 | $332K |
| Citizens Financial Group Inc. | 0.00% | Reduce -0.2% | 2,275 | $332K |
| RDA Financial Network | 0.08% | No change | 2,263 | $330K |
| Roman Butler Fullerton & Co. | 0.09% | Add +0.1% | 2,163 | $328K |
| United Advisor Group, LLC | 0.04% | Reduce -15.0% | 2,249 | $328K |
| West Bancorporation Inc. | 0.16% | New | 2,208 | $322K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | No change | 2,194 | $320K |
| Aire Advisors, LLC | 0.06% | Add +0.1% | 2,189 | $319K |
| Essex Bank | 0.07% | No change | 2,170 | $316K |
| Crestwood Advisors Group, LLC | 0.01% | Add +2.4% | 2,155 | $314K |
| Lee, Kelleher & Klein Wealth Management | 0.19% | No change | 2,135 | $311K |
| Keating Financial Advisory Services, Inc. | 0.05% | No change | 2,132 | $311K |
| Argentarii, LLC | 0.11% | Add +5.2% | 2,130 | $310K |
| Diversify Wealth Management, LLC | 0.01% | New | 1,980 | $305K |
| Cibc World Market Inc. | 0.00% | Add +38.0% | 2,087 | $304K |
| Modern Wealth Management, LLC | 0.01% | Add +0.9% | 2,060 | $302K |
| Ritholtz Wealth Management | 0.01% | New | 2,072 | $302K |
| Legacy Financial Strategies, LLC | 0.05% | No change | 2,070 | $302K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -1.1% | 2,064 | $301K |
| Cooper Financial Group | 0.03% | Reduce -36.8% | 2,059 | $300K |
| Ruggaard & Associates LLC | 0.12% | No change | 2,057 | $300K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Add +15.2% | 2,050 | $299K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -7.2% | 2,050 | $299K |
| Sterling Investment Counsel, LLC | 0.08% | Reduce -36.1% | 2,044 | $298K |
| LifePlan Investment Advisors, Inc. | 0.12% | Reduce -5.8% | 2,043 | $298K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | No change | 2,035 | $297K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 2,033 | $296K |
| Howard Capital Management, LLC | 0.00% | No change | 2,027 | $295K |
| Verdence Capital Advisors LLC | 0.02% | Add +6.2% | 2,002 | $292K |
| Union Savings Bank | 0.13% | No change | 1,990 | $290K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -20.4% | 1,987 | $290K |
| Key Financial Inc | 0.05% | No change | 1,974 | $288K |
| Madison Wealth Partners, Inc | 0.05% | Add +7.4% | 1,969 | $287K |
| SkyOak Wealth, LLC | 0.05% | No change | 1,969 | $287K |
| Bayban | 0.25% | No change | 1,966 | $287K |
| First Hawaiian Bank | 0.04% | No change | 1,962 | $286K |
| Compass Capital Corp. /Ma/ | 0.10% | No change | 1,820 | $286K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.1% | 1,942 | $283K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,942 | $283K |
| Fragasso Financial Advisors Inc | 0.02% | New | 1,902 | $282K |
| FSA Advisors, Inc. | 0.18% | New | 1,922 | $280K |
| Moneco Advisors, LLC | 0.02% | No change | 1,914 | $279K |
| Daymark Wealth Partners, LLC | 0.01% | Add +3.1% | 1,913 | $279K |
| Peak Financial Management, Inc. | 0.07% | No change | 1,900 | $277K |
| Elm Partners Management LLC | 0.01% | No change | 1,946 | $277K |
| Investmark Advisory Group LLC | 0.12% | Add +13.5% | 1,861 | $271K |
| River Wealth Advisors LLC | 0.03% | No change | 1,859 | $271K |
| Foster & Motley Inc. | 0.01% | No change | 1,856 | $270K |
| Rahlfs Capital, LLC | 0.20% | No change | 1,850 | $270K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,842 | $268K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -0.5% | 1,841 | $268K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 1,840 | $268K |
| Tudor Investment Corporation | 0.00% | New | 1,833 | $267K |
| Montecito Bank & Trust | 0.04% | No change | 1,811 | $264K |
| Bluespring Wealth Management, LLC | 0.02% | No change | 1,808 | $263K |
| Joel Adams & Associates, Inc. | 0.20% | Add +0.3% | 1,802 | $263K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,797 | $262K |
| Networth Advisors, LLC | 0.18% | Reduce -5.1% | 1,791 | $261K |
| Aft, Forsyth & Company, Inc. | 0.12% | Add +0.1% | 1,789 | $261K |
| Lathrop Investment Management Co. | 0.05% | No change | 1,781 | $260K |
| SouthState Bank Corp | 0.01% | No change | 1,783 | $260K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -2.0% | 1,771 | $258K |
| Prudential Financial Inc. | 0.00% | Reduce -62.9% | 1,770 | $258K |
| Gallacher Capital Management LLC | 0.10% | No change | 1,755 | $256K |
| Insight Inv LLC | 0.14% | Reduce -6.1% | 1,752 | $255K |
| Foundation Wealth Management, LLC\PA | 0.09% | No change | 1,743 | $254K |
| Heritage Investment Group, Inc. | 0.04% | No change | 1,737 | $253K |
| WealthShield Partners, LLC | 0.03% | Reduce -56.3% | 1,731 | $252K |
| Calamos Wealth Management LLC | 0.01% | No change | 1,726 | $252K |
| Calamos Advisors LLC | 0.00% | New | 1,726 | $252K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,723 | $251K |
| Eastern Bank | 0.00% | Reduce -19.0% | 1,719 | $251K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.9% | 1,712 | $249K |
| Gilpin Wealth Management, LLC | 0.20% | No change | 1,700 | $248K |
| Moors & Cabot, Inc. | 0.01% | Reduce -9.1% | 1,699 | $248K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -1.7% | 1,698 | $247K |
| Ibex Wealth Advisors | 0.02% | New | 1,698 | $247K |
| StoneX Group Inc. | 0.01% | Reduce -75.9% | 1,696 | $247K |
| Tme Financial, Inc. | 0.17% | Reduce -4.3% | 1,692 | $247K |
| West Michigan Advisors, LLC | 0.05% | Add +0.5% | 1,692 | $247K |
| FDx Advisors, Inc. | 0.08% | Add +2.7% | 1,686 | $246K |
| Legacy Advisors, LLC | 0.03% | No change | 1,680 | $245K |
| Orgel Wealth Management, LLC | 0.01% | New | 1,675 | $244K |
| Lawood & Co. | 0.23% | Reduce -4.7% | 1,672 | $244K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -5.7% | 1,670 | $244K |
| Unified Investment Management | 0.25% | No change | 1,665 | $243K |
| SYM FINANCIAL Corp | 0.02% | No change | 1,664 | $243K |
| Chesley Taft & Associates LLC | 0.01% | No change | 1,661 | $242K |
| BostonPremier Wealth LLC | 0.13% | Reduce -0.4% | 1,661 | $242K |
| Foundation Wealth Management, LLC | 0.16% | Add +0.1% | 1,661 | $242K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -16.1% | 1,655 | $241K |
| Vigil Wealth Management, LLC | 0.19% | No change | 1,653 | $241K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -42.0% | 1,649 | $240K |
| Glassman Wealth Services | 0.03% | No change | 1,645 | $240K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -28.5% | 1,634 | $238K |
| Fiera Capital Corp | 0.00% | No change | 1,634 | $238K |
| Coston, McIsaac & Partners | 0.05% | No change | 1,623 | $236K |
| Empower Advisory Group, LLC | 0.00% | Reduce -10.8% | 1,615 | $235K |
| Oarsman Capital, Inc. | 0.03% | No change | 1,602 | $233K |
| Aspiriant, LLC | 0.01% | Reduce -51.1% | 1,591 | $232K |
| Align Financial, LLC | 0.13% | Reduce -99.3% | 1,589 | $232K |
| Associated Banc-Corp | 0.01% | No change | 1,575 | $230K |
| Triangle Securities Wealth Management | 0.05% | Reduce -3.5% | 1,575 | $230K |
| Synergy Asset Management, LLC | 0.02% | Reduce -1.1% | 1,573 | $229K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -0.1% | 1,566 | $228K |
| Hazlett, Burt & Watson, Inc. | 0.07% | No change | 1,565 | $228K |
| Madden Advisory Services, Inc. | 0.09% | Add +3.4% | 1,559 | $227K |
| Wealth Watch Advisors, INC | 0.09% | Add +196.9% | 1,547 | $225K |
| Cordant, Inc. | 0.09% | Reduce -55.3% | 1,545 | $225K |
| Neumann Capital Management, LLC | 0.07% | No change | 1,524 | $222K |
| Split Rock Private Trading & Wealth Management, LLC | 0.17% | Reduce -0.7% | 1,520 | $222K |
| Snider Financial Group | 0.07% | Reduce -21.1% | 1,516 | $221K |
| Wealth Science Advisors LLC | 0.12% | No change | 1,554 | $219K |
| Earned Wealth Advisors, LLC | 0.01% | Reduce -6.5% | 1,500 | $219K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 1,497 | $218K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 1,487 | $217K |
| Farmers Trust Co. | 0.03% | No change | 1,485 | $216K |
| Financial Sense Advisors, Inc. | 0.05% | No change | 1,480 | $216K |
| Zacks Investment Management | 0.00% | New | 1,471 | $214K |
| Independence Bank of Kentucky | 0.03% | Reduce -4.9% | 1,463 | $213K |
| Synergy Financial Group, LTD | 0.16% | New | 1,455 | $212K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 1,449 | $211K |
| Xcelsior Advisor Partners LLC | 0.08% | New | 1,438 | $210K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,431 | $209K |
| Fiduciary Trust Co | 0.00% | Reduce -34.6% | 1,422 | $207K |
| MLP3, LLC | 0.23% | No change | 1,420 | $207K |
| Pacific Financial Group Inc. | 0.11% | New | 1,415 | $206K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1,414 | $206K |
| Accelerate Investment Advisors LLC | 0.14% | New | 1,413 | $206K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | New | 1,412 | $206K |
| Insigneo Advisory Services, LLC | 0.01% | New | 1,410 | $205K |
| Debussy Capital Management LP | 0.03% | New | 1,405 | $205K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -51.3% | 1,405 | $205K |
| Lazard Asset Management LLC | 0.00% | No change | 1,400 | $204K |
| LaFleur & Godfrey LLC | 0.03% | New | 1,398 | $204K |
| Titleist Asset Management, LLC | 0.02% | New | 1,396 | $204K |
| Versant Capital Management, Inc | 0.02% | Reduce -0.2% | 1,393 | $203K |
| New England Private Wealth Advisors LLC | 0.02% | Reduce -14.1% | 1,391 | $203K |
| Campion Asset Management | 0.14% | New | 1,390 | $203K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 1,389 | $202K |
| First Business Financial Services, Inc. | 0.02% | New | 1,377 | $201K |
| Verum Partners LLC | 0.04% | New | 1,375 | $200K |
| Princeton Global Asset Management LLC | 0.03% | No change | 1,363 | $199K |
| 2UniFi Bank | 0.10% | No change | 1,355 | $197K |
| REAP Financial Group, LLC | 0.04% | Reduce -3.6% | 1,325 | $193K |
| AlphaCore Capital LLC | 0.00% | Add +131.9% | 1,324 | $193K |
| International Assets Investment Management, LLC | 0.01% | Reduce -22.2% | 1,304 | $191K |
| Anchor Investment Management, LLC | 0.02% | Reduce -3.2% | 1,305 | $190K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,283 | $187K |
| Centaurus Financial, Inc. | 0.01% | Add +2.2% | 1,277 | $186K |
| Providence Capital Advisors, LLC | 0.03% | Reduce -45.4% | 1,245 | $181K |
| Townsend Asset Management Corp. /NC/ | 0.06% | Add +0.3% | 1,185 | $173K |
| Paladin Advisory Group, LLC | 0.13% | Add +8.0% | 1,152 | $168K |
| Ariel Investments | 0.00% | New | 1,145 | $167K |
| Realta Investment Advisors | 0.06% | Add +5.8% | 1,128 | $164K |
| St Germain D J Co. Inc. | 0.01% | Reduce -2.2% | 1,124 | $164K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,076 | $157K |
| Synergy Investment Management, LLC | 0.05% | New | 1,056 | $154K |
| Clayton Financial Group LLC | 0.08% | No change | 1,050 | $153K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 1,039 | $151K |
| Richardson Financial Services Inc. | 0.09% | No change | 1,018 | $148K |
| GAMMA Investing LLC | 0.01% | Reduce -27.8% | 1,002 | $146K |
| Root Financial Partners, LLC | 0.01% | Add +1.5% | 996 | $145K |
| High Note Wealth, LLC | 0.03% | No change | 992 | $145K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 961 | $140K |
| Matrix Private Capital Group LLC | 0.07% | No change | 946 | $138K |
| Rialto Wealth Management, LLC | 0.03% | Reduce -18.1% | 913 | $133K |
| Midwest Capital Advisors, LLC | 0.06% | No change | 913 | $133K |
| Capital Analysts, LLC | 0.00% | Reduce -80.5% | 906 | $132K |
| Burk Holdings LLC | 0.06% | New | 902 | $131K |
| National Bank of Canada | 0.00% | Reduce -17.7% | 886 | $129K |
| Private Wealth Management Group, LLC | 0.03% | No change | 882 | $129K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 862 | $126K |
| Tsfg, LLC | 0.02% | Reduce -45.9% | 861 | $125K |
| Elevation Wealth Partners, LLC | 0.04% | Add +0.4% | 846 | $123K |
| Pflug Koory, LLC | 0.05% | No change | 808 | $118K |
| Creative Financial Designs Inc. | 0.01% | Add +2.7% | 800 | $117K |
| Bare Financial Services, Inc | 0.03% | No change | 784 | $114K |
| Holos Integrated Wealth LLC | 0.06% | No change | 767 | $114K |
| CoreCap Advisors, LLC | 0.00% | Reduce -97.8% | 778 | $113K |
| Addison Advisors LLC | 0.02% | No change | 743 | $108K |
| Basepoint Wealth LLC | 0.06% | Add +0.3% | 738 | $108K |
| New Republic Capital, LLC | 0.04% | Add +5.3% | 737 | $107K |
| CX Institutional | 0.00% | Reduce -16.1% | 737 | $107K |
| Trust Co | 0.01% | No change | 717 | $104K |
| Harbor Asset Planning, Inc. | 0.08% | Add +0.4% | 692 | $101K |
| Parvin Asset Management, LLC | 0.07% | No change | 691 | $101K |
| Legacies Wealth LLC | 0.06% | Reduce -25.6% | 683 | $100K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.3% | 679 | $99K |
| Steph & Co. | 0.03% | No change | 679 | $99K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 659 | $96K |
| GoalVest Advisory LLC | 0.02% | Reduce -0.9% | 652 | $95K |
| McIlrath & Eck, LLC | 0.01% | Add +19.5% | 614 | $89K |
| Smithfield Trust Co | 0.00% | Reduce -8.9% | 614 | $89K |
| Avalon Trust Co | 0.01% | No change | 600 | $87K |
| Provident Wealth Management, LLC | 0.03% | No change | 596 | $87K |
| Legacy Wealth Managment, LLC | 0.04% | Add +29.3% | 591 | $86K |
| Founders Financial Alliance, LLC | 0.02% | Add +863.3% | 578 | $84K |
| Asset Dedication, LLC | 0.01% | No change | 573 | $84K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.2% | 572 | $83K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 559 | $81K |
| BankPlus Trust Department | 0.02% | No change | 557 | $81K |
| United Community Bank | 0.03% | No change | 541 | $79K |
| Strive Financial Group ,LLC | 0.04% | No change | 535 | $78K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 525 | $77K |
| Sound Income Strategies, LLC | 0.00% | Add +3.2% | 521 | $76K |
| Riverview Trust Co | 0.09% | No change | 520 | $76K |
| Financial Connections Group, Inc. | 0.03% | No change | 517 | $75K |
| Olistico Wealth, LLC | 0.04% | No change | 504 | $73K |
| Archer Investment Corp | 0.02% | No change | 502 | $73K |
| Bogart Wealth, LLC | 0.00% | Add +108.4% | 498 | $73K |
| Bravera Wealth | 0.03% | Add +8.5% | 497 | $72K |
| Strategic Wealth Advisors LLC | 0.06% | No change | 500 | $72K |
| North Star Investment Management Corp. | 0.00% | No change | 494 | $72K |
| Rothschild Investment LLC | 0.00% | Add +261.9% | 485 | $71K |
| Evelyn Partners Asset Management Ltd | 0.02% | No change | 483 | $70K |
| Tucker Asset Management LLC | 0.02% | Reduce -8.0% | 475 | $69K |
| Bangor Savings Bank | 0.01% | No change | 466 | $68K |
| CoreFirst Bank & Trust | 0.04% | Reduce -46.2% | 465 | $68K |
| Operose Advisors LLC | 0.02% | No change | 465 | $68K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -12.7% | 419 | $66K |
| Colonial Trust Advisors | 0.01% | No change | 450 | $66K |
| City State Bank | 0.02% | Add +2.3% | 444 | $65K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -15.2% | 424 | $62K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 416 | $61K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 406 | $59K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 386 | $56K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 379 | $55K |
| Hilton Head Capital Partners, LLC | 0.03% | No change | 370 | $54K |
| Van Den Berg Management I, Inc. | 0.01% | Reduce -59.7% | 368 | $54K |
| Howe & Rusling Inc. | 0.00% | No change | 361 | $53K |
| Rossby Financial, LCC | 0.01% | Reduce -44.2% | 350 | $51K |
| Fairman Group, LLC | 0.04% | Add +0.3% | 344 | $50K |
| JNBA Financial Advisors | 0.00% | No change | 339 | $49K |
| Aventura Private Wealth, LLC | 0.02% | No change | 324 | $47K |
| Biltmore Family Office, LLC | 0.01% | Reduce -53.9% | 310 | $45K |
| Copia Wealth Management | 0.03% | Add +2.7% | 308 | $45K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -6.5% | 303 | $44K |
| HM Payson & Co. | 0.00% | No change | 300 | $44K |
| Basecamp Wealth Advisors LLC | 0.01% | New | 300 | $44K |
| Kimelman & Baird, LLC | 0.00% | No change | 284 | $41K |
| Horizons Wealth Management | 0.03% | No change | 279 | $41K |
| Windsor Advisory Group, LLC | 0.03% | No change | 270 | $39K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 264 | $38K |
| Register Financial Advisors LLC | 0.01% | No change | 254 | $37K |
| Nova Wealth Management, Inc. | 0.02% | No change | 252 | $37K |
| Investment Counsel Co. of Nevada | 0.08% | No change | 251 | $37K |
| Trust Co. of Toledo NA | 0.00% | No change | 251 | $37K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 250 | $36K |
| Hughes Financial Services, LLC | 0.01% | No change | 247 | $36K |
| Signature Equity Partners, LLC | 0.02% | Add +7.9% | 247 | $36K |
| Gen-Wealth Partners Inc | 0.01% | Add +0.8% | 246 | $36K |
| Forum Finance Group S.A. | 0.02% | — | 285 | $34K |
| American Capital Advisory, LLC | 0.01% | No change | 220 | $32K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 220 | $32K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -10.2% | 220 | $32K |
| Bank of New Hampshire | 0.01% | Reduce -0.5% | 213 | $31K |
| Triumph Capital Management | 0.01% | No change | 211 | $31K |
| Rossmore Private Capital | 0.00% | No change | 210 | $31K |
| Crews Bank & Trust | 0.00% | No change | 208 | $30K |
| Financial Consulate, Inc. | 0.00% | No change | 207 | $30K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $29K |
| Destiny Wealth Partners, LLC | 0.00% | New | 200 | $29K |
| Bellevue Asset Management, LLC | 0.01% | No change | 200 | $29K |
| Mechanics Financial Corp | 0.01% | No change | 197 | $29K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 194 | $28K |
| TOWER TRUST & INVESTMENT Co | 0.02% | No change | 190 | $28K |
| SHP Wealth Management | 0.00% | Add +13.8% | 182 | $27K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 181 | $26K |
| Roxbury Financial LLC | 0.02% | No change | 177 | $26K |
| Signature Resources Capital Management, LLC | 0.01% | Add +116.5% | 171 | $25K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 170 | $25K |
| Avion Wealth | 0.01% | Reduce -13.0% | 167 | $24K |
| Albion Financial Group | 0.00% | No change | 162 | $24K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -69.1% | 158 | $23K |
| Monetary Solutions, Ltd | 0.02% | No change | 150 | $22K |
| Hara Capital LLC | 0.01% | No change | 148 | $22K |
| Salem Investment Counselors Inc. | 0.00% | New | 144 | $21K |
| Legend Capital Advisors LLC | 0.01% | New | 144 | $21K |
| Winthrop Capital Management, LLC | 0.01% | No change | 139 | $20K |
| Field & Main Bank | 0.01% | No change | 134 | $20K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 128 | $19K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 129 | $19K |
| MRP Capital Investments, LLC | 0.02% | New | 122 | $18K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 121 | $18K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 119 | $17K |
| Ameriflex Group, Inc. | 0.01% | Reduce -78.7% | 118 | $17K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -45.0% | 116 | $17K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 113 | $16K |
| CVA Family Office, LLC | 0.00% | No change | 112 | $16K |
| Clearstead Trust, LLC | 0.00% | No change | 111 | $16K |
| Front Row Advisors LLC | 0.01% | No change | 109 | $16K |
| Evermay Wealth Management LLC | 0.00% | No change | 107 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 100 | $15K |
| Smartleaf Asset Management LLC | 0.00% | No change | 105 | $15K |
| Abound Wealth Management | 0.00% | No change | 102 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 100 | $15K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 97 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Add +39.1% | 96 | $14K |
| American National Bank & Trust | 0.00% | No change | 94 | $14K |
| Ashton Thomas Securities, LLC | 0.00% | New | 92 | $13K |
| Thompson Investment Management, Inc. | 0.00% | New | 92 | $13K |
| Sfam, LLC | 0.01% | No change | 89 | $13K |
| Bullock Wealth Management Group | 0.01% | No change | 87 | $13K |
| MilWealth Group LLC | 0.00% | No change | 88 | $13K |
| Motco | 0.00% | No change | 87 | $13K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +189.3% | 81 | $12K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 80 | $12K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 78 | $11K |
| Pingora Partners LLC | 0.01% | No change | 75 | $11K |
| CNB Bank | 0.00% | No change | 74 | $11K |
| 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% | No change | 60 | $9K |
| Advisortrust Partners, LLC | 0.00% | New | 60 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -1.7% | 57 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 57 | $8K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 55 | $8K |
| Breakwater Investment Management | 0.00% | No change | 55 | $8K |
| True Link Financial Advisors, LLC | 0.00% | New | 55 | $8K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 51 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $7K |
| Phillips Financial Management, LLC | 0.00% | Reduce -98.9% | 48 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 45 | $7K |
| Chelsea Counsel Co. | 0.00% | No change | 42 | $6K |
| Larson Financial Group LLC | 0.00% | Reduce -2.3% | 42 | $6K |
| First Community Trust NA | 0.00% | No change | 41 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $6K |
| GGM Financial LLC | 0.00% | Add +30.0% | 39 | $6K |
| 10Elms LLP | 0.00% | No change | 37 | $5K |
| Daytona Street Capital LLC | 0.00% | Add +183.3% | 34 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 34 | $5K |
| Nemes Rush Group LLC | 0.00% | No change | 30 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 28 | $4K |
| Robinswood Financial LLC | 0.00% | No change | 25 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 22 | $3K |
| Darwin Wealth Management, LLC | 0.00% | New | 22 | $3K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 21 | $3K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 21 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 20 | $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 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -93.6% | 18 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 17 | $2K |
| Caldwell Trust Co | 0.00% | No change | 17 | $2K |
| Gill Capital Partners, LLC | 0.00% | New | 16 | $2K |
| Quaker Wealth Management, LLC | 0.00% | No change | 12 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 11 | $2K |
| Kilter Group LLC | 0.00% | No change | 7 | $1K |
| Blueline Advisors LLC | 0.00% | No change | 6 | $925 |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $875 |
| Horizon Investments, LLC | 0.00% | New | 6 | $874 |
| Main Street Group, LTD | 0.00% | New | 5 | $729 |
| Fortis Group Advisors, LLC | 0.00% | No change | 5 | $729 |
| Activest Wealth Management | 0.00% | No change | 5 | $729 |
| SJS Investment Consulting Inc. | 0.00% | New | 4 | $583 |
| YANKCOM Partnership | 0.00% | Reduce -93.8% | 1 | $146 |
"% 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.