iShares Russell Mid-Cap ValuIWSETF
13F holders, Q2 2026 (June 30)1,049holders +53
90new positions
36sold out
6famous investors
$164.63avg. 13F price*
At the end of Q2 2026, 1,049 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 53 from Q1 2026. 90 opened new positions and 36 sold out. The largest holders were Morgan Stanley ($1.3B), Jones Financial Companies LLLP ($1.2B) and Wells Fargo & Company ($597.3M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), John W. Rogers Jr. (0.0% of Ariel Investments's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $40.7M |
| Exits | 36 | $206.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,067,200 shares bought and 5,133,295 shares sold, net −4,066,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,049 holders
| Morgan Stanley | 0.07% | Add +0.2% | 8,080,549 | $1.3B |
| Jones Financial Companies LLLP | 0.46% | Reduce -9.2% | 6,991,663 | $1.2B |
| Wells Fargo & Company | 0.10% | Reduce -7.7% | 3,628,958 | $597.3M |
| Bank of America Corp. | 0.04% | Reduce -2.1% | 3,493,811 | $575.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.55% | Add +2.3% | 2,733,733 | $450.0M |
| Envestnet Portfolio Solutions, Inc. | 1.99% | Reduce -9.3% | 2,522,416 | $415.2M |
| First Citizens Bank & Trust Co. | 5.93% | Reduce -9.7% | 2,408,682 | $396.5M |
| Royal Bank of Canada | 0.06% | Reduce -8.4% | 2,175,825 | $358.1M |
| US Bancorp \de | 0.36% | Reduce -2.4% | 1,985,054 | $326.7M |
| FMR LLC | 0.01% | Reduce -0.7% | 1,915,152 | $315.2M |
| Commerce Bank | 1.38% | Reduce -3.4% | 1,912,761 | $314.8M |
| Commonwealth Equity Services, LLC | 0.39% | Add +0.1% | 1,868,064 | $307.5M |
| UBS Group AG | 0.04% | Reduce -5.2% | 1,686,200 | $277.5M |
| Betterment LLC | 0.39% | Reduce -6.2% | 1,386,524 | $228.2M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -2.1% | 1,224,739 | $201.6M |
| LPL Financial LLC | 0.05% | Reduce -2.1% | 1,220,367 | $200.9M |
| Cassaday & Co Wealth Management LLC | 3.23% | Add +2.0% | 1,043,989 | $171.8M |
| Ameriprise Financial Inc. | 0.03% | Add +3.2% | 1,024,250 | $168.9M |
| Zions Bancorporation, National Association | 9.27% | Reduce -0.7% | 940,874 | $154.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -10.9% | 838,328 | $138.0M |
| Vantagepoint Investment Advisers LLC | 0.94% | Reduce -1.2% | 761,386 | $125.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.5% | 759,625 | $125.3M |
| Stephens Group Asset Management, LLC | 6.60% | Reduce -0.5% | 709,976 | $116.9M |
| Stephens Inc. | 1.24% | Reduce -2.0% | 669,651 | $110.2M |
| Raymond James Financial Inc. | 0.03% | Reduce -1.2% | 641,160 | $105.5M |
| Heritage Wealth Advisors | 3.02% | Reduce -2.0% | 534,456 | $88.0M |
| Cetera Investment Advisers | 0.07% | Add +4.1% | 448,812 | $73.9M |
| Money Concepts Capital Corp. | 3.38% | Add +3.2% | 443,267 | $73.0M |
| Truist Financial Corp. | 0.09% | Reduce -0.9% | 433,102 | $71.3M |
| AE Wealth Management LLC | 0.28% | Reduce -3.2% | 368,117 | $60.6M |
| AMG National Trust Bank | 1.05% | Reduce -1.9% | 309,347 | $50.9M |
| Lido Advisors, LLC | 0.18% | Reduce -3.8% | 308,877 | $50.8M |
| Mariner, LLC | 0.05% | Add +1.9% | 298,489 | $49.1M |
| SVB Wealth LLC | 2.87% | Add +5.8% | 276,422 | $45.5M |
| Cedar Mountain Advisors, LLC | 7.16% | Add +0.5% | 252,713 | $41.6M |
| Chicago Partners Investment Group LLC | 0.83% | Reduce -1.6% | 251,143 | $41.4M |
| GLOBALT Investments LLC / GA | 1.37% | Reduce -2.6% | 246,217 | $40.5M |
| Focus Partners Wealth | 0.04% | Add +0.7% | 242,638 | $39.9M |
| Anchor Capital Advisors LLC | 1.10% | Reduce -14.9% | 236,815 | $39.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -5.8% | 227,724 | $37.5M |
| HighTower Advisors, LLC | 0.03% | Add +0.8% | 220,288 | $36.3M |
| Osaic Holdings, Inc. | 0.04% | Add +7.0% | 217,129 | $35.8M |
| LPWM LLC | 7.90% | Reduce -4.5% | 216,410 | $35.6M |
| Tiaa Trust, National Association | 2.08% | Reduce -1.2% | 214,090 | $35.2M |
| Fifth Third Bancorp | 0.05% | Reduce -0.7% | 202,538 | $33.3M |
| Keybank National Association | 0.11% | Reduce -1.2% | 196,189 | $32.3M |
| Thompson Siegel & Walmsley LLC | 0.58% | Reduce -12.4% | 194,138 | $32.0M |
| Baird Financial Group, Inc. | 0.04% | Add +9.0% | 184,290 | $30.3M |
| Badgley Phelps Wealth Managers, LLC | 0.52% | Add +1.5% | 181,221 | $29.8M |
| CIBC Bancorp USA Inc. | 0.04% | Add +9.0% | 178,812 | $29.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.2% | 177,365 | $29.2M |
| Natixis Advisors, LLC | 0.03% | Reduce -31.8% | 176,817 | $29.1M |
| Arax Advisory Partners | 0.19% | Add +36.6% | 175,240 | $28.8M |
| Wescott Financial Advisory Group, LLC | 2.23% | Reduce -3.2% | 175,179 | $28.8M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.6% | 175,026 | $28.8M |
| Moneta Group Investment Advisors LLC | 0.21% | Reduce -2.7% | 172,757 | $28.4M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -1.1% | 169,326 | $27.9M |
| Rodgers & Associates, LTD | 2.48% | Reduce -2.8% | 165,969 | $27.3M |
| Parkway Wealth Management Group, LLC | 3.15% | Add +0.1% | 165,703 | $27.3M |
| First Citizens Asset Management, Inc. | 8.69% | Add +0.4% | 165,173 | $27.2M |
| Pinnacle Financial Partners, Inc. | 0.17% | Reduce -0.2% | 152,413 | $25.1M |
| M&T Bank Corp | 0.07% | Reduce -0.9% | 150,670 | $24.8M |
| Asset Management Group, Inc. | 3.62% | Reduce -0.9% | 150,365 | $24.8M |
| RTD Financial Advisors, Inc. | 2.58% | Add +0.4% | 143,704 | $23.7M |
| Stifel Financial Corp. | 0.02% | Reduce -0.7% | 139,810 | $23.0M |
| Corient Private Wealth LP | 0.03% | Add +4.7% | 138,168 | $22.7M |
| Captrust Financial Advisors | 0.03% | Add +2.6% | 132,040 | $21.7M |
| Creative Planning | 0.01% | Reduce -1.8% | 130,880 | $21.5M |
| LBJ Family Wealth Advisors, Ltd. | 10.50% | Reduce -0.6% | 124,862 | $20.6M |
| Prosperity Consulting Group, LLC | 0.77% | Add +9.2% | 123,463 | $20.3M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +1.2% | 122,009 | $20.1M |
| Sterling Capital Management LLC | 0.33% | Reduce -5.0% | 119,234 | $19.6M |
| HSBC Holdings PLC | 0.01% | Add +2.8% | 115,302 | $19.0M |
| Fifth Third Securities, Inc. | 1.07% | Reduce -3.0% | 114,199 | $18.8M |
| Evergreen Capital Management LLC | 0.32% | Add +7.6% | 112,413 | $18.5M |
| Avantax Planning Partners, Inc. | 0.46% | Reduce -2.4% | 111,409 | $18.3M |
| Waverly Advisors, LLC | 0.10% | Reduce -0.9% | 107,050 | $17.6M |
| Kingdom Financial Group LLC. | 4.11% | Reduce -0.9% | 97,730 | $16.1M |
| Northern Trust Corp. | 0.00% | Reduce -15.9% | 97,509 | $16.0M |
| First Horizon Corp. | 0.60% | Add +2.1% | 94,904 | $15.6M |
| MAI Capital Management | 0.06% | Add +6.6% | 94,471 | $15.5M |
| Bishop & Co Investment Management, LLC | 4.70% | Add +0.2% | 92,765 | $15.3M |
| Occidental Asset Management, LLC | 1.51% | Reduce -1.0% | 92,587 | $15.2M |
| Bokf, NA | 0.20% | Add +0.4% | 89,096 | $14.7M |
| Bank of Montreal | 0.01% | Add +1.3% | 86,319 | $14.2M |
| Johnson Investment Counsel Inc. | 0.10% | Reduce -1.2% | 84,109 | $13.8M |
| NewEdge Advisors, LLC | 0.04% | Reduce -1.6% | 83,687 | $13.8M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +2.4% | 83,598 | $13.8M |
| Savant Capital, LLC | 0.04% | Add +0.9% | 81,731 | $13.5M |
| Clearstead Advisors, LLC | 0.13% | Reduce -1.4% | 81,640 | $13.4M |
| Moran Wealth Management, LLC | 0.35% | Add +3174.4% | 78,357 | $12.9M |
| Pathstone Holdings, LLC | 0.04% | Add +193.6% | 78,000 | $12.8M |
| LifeWealth Investments, LLC | 3.40% | Add +0.5% | 77,276 | $12.7M |
| WestHill Financial Advisors, Inc. | 2.10% | Reduce -0.3% | 74,979 | $12.3M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -0.5% | 74,326 | $12.2M |
| JMG Financial Group, Ltd. | 0.29% | Reduce -0.5% | 73,795 | $12.1M |
| Sentinel Advisory Group, LLC | 4.63% | Add +5.4% | 68,855 | $11.3M |
| One Capital Management, LLC | 0.31% | No change | 77,058 | $11.2M |
| XML Financial, LLC | 0.81% | Add +0.4% | 68,063 | $11.2M |
| MML Investors Services, LLC | 0.02% | Add +2.3% | 68,028 | $11.2M |
| Twin Focus Capital Partners, LLC | 1.13% | Add +3.2% | 67,423 | $11.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.4% | 66,581 | $11.0M |
| MidFirst Bank | 0.73% | Reduce -0.9% | 62,850 | $10.3M |
| Corundum Group, Inc. | 3.02% | Reduce -10.2% | 61,801 | $10.2M |
| Howard Bailey Securities, LLC | 3.80% | Reduce -4.6% | 61,554 | $10.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -7.6% | 60,364 | $10.0M |
| Conning Inc. | 0.31% | No change | 59,718 | $9.8M |
| Park Avenue Securities LLC | 0.06% | Reduce -11.1% | 55,875 | $9.2M |
| Legacy Edge Advisors, LLC | 0.84% | Reduce -1.1% | 55,797 | $9.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +1.2% | 55,542 | $9.1M |
| Summit Wealth Group LLC / Co. | 0.75% | Add +9.1% | 55,347 | $9.1M |
| UMB Bank, n.a. | 0.11% | Reduce -4.9% | 54,824 | $9.0M |
| Franklin Resources Inc. | 0.00% | Add +713.5% | 54,079 | $8.9M |
| Inlight Wealth Management, LLC | 2.82% | Reduce -0.4% | 53,876 | $8.9M |
| Assetmark, Inc. | 0.02% | Add +35.8% | 53,724 | $8.8M |
| Powell Investment Advisors, LLC | 2.77% | Add +0.9% | 53,243 | $8.8M |
| Inspirion Wealth Advisors, LLC | 1.00% | Reduce -0.1% | 53,012 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.4% | 51,861 | $8.5M |
| Cerity Partners LLC | 0.01% | Add +31.7% | 47,666 | $7.8M |
| Sowell Financial Services LLC | 0.25% | Reduce -6.3% | 47,350 | $7.8M |
| James J. Burns & Company, LLC | 0.84% | Reduce -2.5% | 47,117 | $7.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +32.9% | 46,547 | $7.7M |
| Processus Wealth & Capital Management, LLC | 4.53% | Add +1.3% | 46,478 | $7.7M |
| Ticino Wealth | 2.41% | Add +19.0% | 46,411 | $7.6M |
| Modera Wealth Management, LLC | 0.08% | Reduce -2.9% | 46,208 | $7.6M |
| &partners | 0.03% | Reduce -30.9% | 45,467 | $7.5M |
| Bleakley Financial Group, LLC | 0.09% | Reduce -0.1% | 44,539 | $7.3M |
| Farther Finance Advisors, LLC | 0.06% | Add +131.8% | 43,769 | $7.2M |
| Farmers & Merchants Investments Inc. | 0.17% | Add +0.3% | 43,316 | $7.1M |
| Accredited Investors Inc. | 0.31% | Reduce -8.1% | 42,995 | $7.1M |
| Arcadia Wealth Management, LLC | 2.21% | Add +3.1% | 42,775 | $7.0M |
| Equitable Holdings, Inc. | 0.04% | Reduce -89.6% | 42,307 | $7.0M |
| Whitaker-Myers Wealth Managers, LTD. | 1.13% | Add +1.4% | 41,232 | $6.8M |
| Midwest Trust Co | 0.08% | Add +6.8% | 40,508 | $6.7M |
| Mullaney, Keating & Wright, Inc. | 3.17% | Reduce -1.2% | 39,823 | $6.6M |
| Aldebaran Capital, LLC | 4.90% | Reduce -1.2% | 39,640 | $6.5M |
| Montgomery Financial Services LLC | 5.67% | — | 39,630 | $6.5M |
| NewEdge Wealth, LLC | 0.06% | Reduce -0.3% | 38,987 | $6.4M |
| Mather Group, Llc. | 0.06% | Add +3.9% | 38,937 | $6.4M |
| Key Capital Management, INC | 3.29% | Add +24.1% | 38,806 | $6.4M |
| Investment Partners, LTD. | 1.99% | Add +2.9% | 38,732 | $6.4M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.4% | 38,509 | $6.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -6.2% | 37,644 | $6.2M |
| First Merchants Corp. | 0.22% | Add +6.4% | 37,494 | $6.2M |
| Regions Financial Corp. | 0.04% | Add +2.8% | 36,928 | $6.1M |
| Simplicity Wealth,LLC | 0.20% | Reduce -5.0% | 36,715 | $6.0M |
| Quantinno Capital Management LP | 0.01% | Add +7.1% | 36,033 | $5.9M |
| Kelsey Financial, LLC | 4.50% | Add +1.6% | 36,016 | $5.9M |
| Global Retirement Partners, LLC | 0.09% | — | 35,818 | $5.9M |
| Councilor Wealth, LLC | 2.36% | Reduce -1.3% | 35,451 | $5.8M |
| McAdam, LLC | 0.22% | Reduce -21.5% | 33,846 | $5.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.0% | 33,772 | $5.6M |
| Focus Financial Network, Inc. | 0.17% | Add +1.3% | 33,437 | $5.5M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -2.5% | 33,039 | $5.4M |
| Falcon Wealth Planning | 0.34% | Add +23.4% | 32,213 | $5.3M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Reduce -6.7% | 32,174 | $5.3M |
| LWM Advisors Inc. | 4.42% | Reduce -3.9% | 31,446 | $5.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -43.6% | 31,266 | $5.1M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 30,693 | $5.1M |
| Community Bank, N.A. | 0.53% | Reduce -4.4% | 30,065 | $4.9M |
| Glenmede Trust Co. NA | 0.02% | Add +8.3% | 29,976 | $4.9M |
| Advisors Preferred, LLC | 0.76% | Reduce -22.6% | 29,644 | $4.9M |
| VestGen Advisors, LLC | 0.14% | Reduce -1.3% | 29,798 | $4.9M |
| Widmann Financial Services, Inc. | 2.63% | Add +7.6% | 29,787 | $4.9M |
| Auour Investments LLC | 1.37% | Add +0.1% | 29,101 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -9.5% | 29,028 | $4.8M |
| Integrated Wealth Concepts LLC | 0.03% | Add +20.4% | 28,947 | $4.8M |
| ARK & TLK Investments, LLC | 1.16% | No change | 28,477 | $4.7M |
| City Holding Co. | 0.53% | Add +5.4% | 28,459 | $4.7M |
| Bridges Investment Management Inc. | 0.06% | Add +0.1% | 27,880 | $4.6M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +376.6% | 27,518 | $4.5M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | Reduce -35.1% | 27,223 | $4.5M |
| Earnest Partners LLC | 0.02% | Reduce -55.8% | 27,210 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.08% | New | 27,136 | $4.5M |
| Ascent Group, LLC | 0.13% | Add +0.2% | 26,936 | $4.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.6% | 26,117 | $4.3M |
| Connecticut Wealth Management, LLC | 0.16% | Reduce -0.0% | 26,054 | $4.3M |
| XTX Topco Ltd | 0.06% | New | 25,992 | $4.3M |
| Fidelis Capital Partners, LLC | 0.24% | Add +0.3% | 25,829 | $4.3M |
| MSH Capital Advisors LLC | 0.71% | Add +2.3% | 24,826 | $4.1M |
| Harbor Investment Advisory, LLC | 0.28% | Add +5.6% | 24,658 | $4.1M |
| Alliancebernstein L.P. | 0.00% | Add +45.0% | 27,744 | $4.0M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -1.7% | 23,675 | $4.0M |
| Sigma Planning Corp | 0.10% | Add +0.8% | 24,464 | $4.0M |
| Midwest Professional Planners, LTD. | 0.77% | New | 23,809 | $3.9M |
| Brady Martz Wealth Solutions, LLC | 0.59% | Reduce -2.0% | 23,696 | $3.9M |
| Sage Financial Group Inc. | 0.21% | Reduce -2.1% | 23,453 | $3.9M |
| Tectonic Advisors LLC | 0.18% | Add +4.0% | 23,289 | $3.8M |
| Eukles Asset Management | 1.56% | Add +8.7% | 22,963 | $3.8M |
| Nuance Investments, LLC | 0.64% | Reduce -10.2% | 22,856 | $3.8M |
| Amarillo National Bank | 0.60% | No change | 22,592 | $3.7M |
| Equitable Trust Co. | 0.15% | Add +2.0% | 22,541 | $3.7M |
| First Foundation Advisors | 0.13% | Add +6.2% | 22,525 | $3.7M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -1.3% | 22,301 | $3.7M |
| Brown Advisory Inc. | 0.01% | Add +3.4% | 22,219 | $3.7M |
| Private Wealth Asset Management, LLC | 0.35% | Reduce -7.2% | 22,070 | $3.6M |
| Vance Wealth, LLC | 0.81% | Reduce -6.0% | 21,955 | $3.6M |
| Hapanowicz & Associates Financial Services, Inc | 1.12% | Reduce -0.5% | 21,935 | $3.6M |
| Jane Street Group, LLC | 0.00% | Add +100.0% | 21,621 | $3.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.2% | 21,593 | $3.6M |
| Condor Capital Management | 0.27% | Reduce -1.5% | 21,586 | $3.6M |
| Whitegate Investment Counselors, Inc. | 1.00% | No change | 21,394 | $3.5M |
| Advisory Services Network, LLC | 0.04% | Add +1.6% | 20,972 | $3.5M |
| First Pacific Financial | 0.41% | Reduce -2.4% | 20,950 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -1.2% | 20,897 | $3.4M |
| Stock Yards Bank & Trust Co. | 0.10% | Reduce -3.2% | 20,875 | $3.4M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -2.8% | 20,809 | $3.4M |
| Kennedy Capital Management LLC | 0.06% | Reduce -45.2% | 20,805 | $3.4M |
| FAS Wealth Partners, Inc. | 0.18% | Reduce -0.4% | 20,657 | $3.4M |
| Q3 Asset Management | 0.62% | Add +10.7% | 20,541 | $3.4M |
| Atlas Brown,Inc. | 0.89% | Reduce -1.0% | 20,039 | $3.3M |
| Millstone Evans Group, LLC | 1.76% | Reduce -11.6% | 19,763 | $3.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +8.7% | 19,288 | $3.2M |
| Strategic Blueprint, LLC | 0.16% | Add +4.0% | 19,284 | $3.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 19,130 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +14.1% | 19,055 | $3.1M |
| Brighton Jones LLC | 0.06% | Add +0.5% | 19,031 | $3.1M |
| Capital Squared Financial LLC | 2.00% | Reduce -0.7% | 18,600 | $3.1M |
| AQR Capital Management | 0.00% | Add +2.3% | 18,354 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.0% | 18,262 | $3.0M |
| Wesbanco Bank Inc. | 0.07% | Reduce -0.0% | 18,223 | $3.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -7.2% | 18,155 | $3.0M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Reduce -2.8% | 18,145 | $3.0M |
| Bryn Mawr Trust Advisors, LLC | 0.13% | Add +32.4% | 18,127 | $3.0M |
| IFP Advisors, Inc | 0.05% | Add +22.6% | 17,965 | $3.0M |
| KMG Fiduciary Partners, LLC | 0.27% | Reduce -64.5% | 17,912 | $2.9M |
| Blair William & Co. | 0.01% | Reduce -0.1% | 17,892 | $2.9M |
| Telos Capital Management, Inc. | 0.26% | Reduce -3.6% | 17,820 | $2.9M |
| HUB Investment Partners, LLC | 0.05% | Add +0.9% | 17,797 | $2.9M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | No change | 17,580 | $2.9M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -0.9% | 17,444 | $2.9M |
| Heck Capital Advisors, LLC | 0.17% | Reduce -12.8% | 17,216 | $2.8M |
| Wilmington Savings Fund Society, FSB | 0.06% | Add +34.1% | 17,167 | $2.8M |
| LMG Wealth Partners, LLC | 0.45% | No change | 17,142 | $2.8M |
| Parallel Advisors, LLC | 0.04% | Reduce -4.2% | 17,093 | $2.8M |
| Compound Planning, Inc. | 0.07% | Add +0.0% | 17,084 | $2.8M |
| Whittier Trust Co. | 0.03% | Reduce -3.9% | 16,926 | $2.8M |
| Pointe Capital Management LLC | 1.24% | Add +9.8% | 16,865 | $2.8M |
| Ironwood Investment Counsel, LLC | 0.35% | Reduce -3.2% | 16,336 | $2.7M |
| Allegheny Financial Group | 0.28% | Reduce -2.4% | 16,283 | $2.7M |
| Noble Family Wealth, LLC | 0.48% | Reduce -3.5% | 16,244 | $2.7M |
| Ballentine Partners, LLC | 0.03% | Reduce -0.1% | 16,196 | $2.7M |
| Citigroup Inc. | 0.00% | Add +0.6% | 16,074 | $2.6M |
| Bank of Hawaii | 0.13% | Reduce -5.5% | 15,971 | $2.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -39.7% | 15,825 | $2.6M |
| Matters Capital LLC | 1.81% | Add +0.0% | 15,752 | $2.6M |
| Citadel Advisors | 0.00% | New | 15,618 | $2.6M |
| Vanguard National Trust Co | 0.14% | Reduce -0.3% | 15,554 | $2.6M |
| Sequent Asset Management, LLC | 1.08% | No change | 15,536 | $2.6M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -0.2% | 15,112 | $2.5M |
| Bessemer Group Inc. | 0.00% | Reduce -5.7% | 14,640 | $2.4M |
| Peloton Wealth Strategists | 0.92% | Add +5.0% | 14,623 | $2.4M |
| Quadrant Capital Group LLC | 0.07% | Reduce -16.0% | 14,474 | $2.4M |
| Nvest Financial, LLC | 0.75% | Add +3.5% | 14,458 | $2.4M |
| Tudor Investment Corporation | 0.01% | Add +684.6% | 14,381 | $2.4M |
| Laurel Oak Wealth Management, LLC | 0.34% | Add +1.1% | 14,339 | $2.4M |
| Alpine Bank Wealth Management | 0.30% | Reduce -5.2% | 14,212 | $2.3M |
| BlackRock, Inc. | 0.00% | Add +62.9% | 14,083 | $2.3M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -1.3% | 14,009 | $2.3M |
| Goelzer Investment Management, Inc. | 0.10% | Reduce -2.7% | 13,956 | $2.3M |
| BHK Investment Advisors, LLC | 0.68% | Add +2.0% | 13,873 | $2.3M |
| TIAA Wealth Investment Management LLC | 0.02% | Add +1.2% | 13,784 | $2.3M |
| Tradition Wealth Management, LLC | 0.14% | No change | 13,781 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -6.0% | 13,602 | $2.2M |
| Horst & Graben Wealth Management LLC | 0.29% | Reduce -0.5% | 13,469 | $2.2M |
| HRT Financial LP | 0.00% | Add +14.2% | 13,400 | $2.2M |
| Arkadios Wealth Advisors | 0.03% | Reduce -8.7% | 13,343 | $2.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -70.0% | 13,270 | $2.2M |
| Choreo, LLC | 0.02% | Reduce -7.9% | 13,238 | $2.2M |
| Beacon Bank & Trust | 0.41% | Reduce -3.5% | 12,960 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Add +3.1% | 12,867 | $2.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -1.6% | 12,789 | $2.1M |
| Principal Securities, Inc. | 0.03% | Reduce -1.9% | 12,625 | $2.1M |
| Benjamin Edwards Inc. | 0.02% | Reduce -4.5% | 12,270 | $2.0M |
| Csenge Advisory Group | 0.08% | Add +1.0% | 12,221 | $2.0M |
| First National Bank of Omaha | 0.06% | No change | 11,837 | $2.0M |
| National Philanthropic Trust | 0.03% | Add +37.7% | 11,736 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +106.1% | 11,702 | $1.9M |
| Eagle Strategies LLC | 0.19% | Reduce -2.9% | 11,673 | $1.9M |
| Walsh & Associates, LLC | 1.57% | Add +28.0% | 11,665 | $1.9M |
| Intrepid Financial Planning Group LLC | 0.65% | Reduce -2.4% | 11,581 | $1.9M |
| Naviter Wealth, LLC | 0.17% | Add +2.8% | 11,521 | $1.9M |
| Courier Capital LLC | 0.09% | Add +0.2% | 11,489 | $1.9M |
| Boston Partners | 0.00% | Reduce -58.5% | 11,476 | $1.9M |
| TD Private Client Wealth LLC | 0.03% | Add +3.5% | 11,322 | $1.9M |
| Vertrix Wealth Management, LLC | 0.62% | Reduce -7.0% | 11,268 | $1.9M |
| Insight 2811, Inc. | 0.75% | Add +9.7% | 11,213 | $1.8M |
| Summit Financial, LLC | 0.02% | Add +48.0% | 11,170 | $1.8M |
| Callan Family Office, LLC | 0.04% | Reduce -3.9% | 11,001 | $1.8M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -6.4% | 10,994 | $1.8M |
| Trust Point Inc. | 0.15% | Add +0.1% | 10,991 | $1.8M |
| MWA Asset Management | 0.82% | Reduce -2.6% | 10,983 | $1.8M |
| Legacy Bridge, LLC | 0.56% | No change | 10,950 | $1.8M |
| Transcend Capital Advisors, LLC | 0.12% | Add +26.8% | 10,839 | $1.8M |
| Pacific Sun Financial Corp | 0.73% | Reduce -1.3% | 10,732 | $1.8M |
| Secure Asset Management, LLC | 0.25% | Reduce -7.3% | 10,719 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -0.4% | 10,694 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Add +2.6% | 10,693 | $1.8M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -9.1% | 10,685 | $1.8M |
| Affinity Capital Advisors, LLC | 0.21% | No change | 10,358 | $1.7M |
| Performance Wealth Partners, LLC | 0.04% | Reduce -1.1% | 10,423 | $1.7M |
| Broadview Financial Management, LLC | 1.05% | Reduce -0.3% | 10,397 | $1.7M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -8.7% | 10,360 | $1.7M |
| Bedel Financial Consulting, Inc. | 0.16% | Add +1.2% | 10,294 | $1.7M |
| Nicolet Bankshares Inc. | 0.05% | Reduce -3.9% | 10,038 | $1.7M |
| Argent Trust Co | 0.05% | Add +328.2% | 10,046 | $1.7M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +0.9% | 9,979 | $1.6M |
| Mfa Wealth Advisors, LLC | 0.28% | New | 9,882 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.2% | 9,733 | $1.6M |
| MV Capital Management, Inc. | 0.14% | Add +0.8% | 9,720 | $1.6M |
| Granville Capital, Inc. | 0.71% | No change | 9,701 | $1.6M |
| Ponta Wealth Partners, LLC | 0.85% | No change | 9,650 | $1.6M |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -29.3% | 9,617 | $1.6M |
| Prospera Financial Services Inc | 0.02% | Reduce -1.7% | 9,554 | $1.6M |
| SageView Advisory Group, LLC | 0.05% | Reduce -0.9% | 9,455 | $1.6M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Add +413.5% | 9,454 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.6% | 9,453 | $1.6M |
| Luts & Greenleigh Group, Inc. | 1.16% | Reduce -0.1% | 9,307 | $1.5M |
| Sonata Capital Group Inc. | 0.49% | Add +2.8% | 9,301 | $1.5M |
| Global Trust Wealth Management LLC | 1.05% | Add +20.0% | 9,291 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +0.9% | 9,262 | $1.5M |
| Bluespring Wealth Management, LLC | 0.03% | Add +409.3% | 9,208 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Reduce -30.0% | 9,201 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +86.0% | 9,151 | $1.5M |
| Clearwave Capital, LLC | 0.83% | Reduce -6.0% | 9,136 | $1.5M |
| Private Trust Co. NA | 0.12% | Add +2.4% | 9,103 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +14.5% | 9,068 | $1.5M |
| FWG Investments, LLC. | 0.78% | Reduce -11.2% | 8,914 | $1.5M |
| Clarion Wealth Managment Partners, LLC | 1.18% | Reduce -1.1% | 8,877 | $1.5M |
| Cozad Asset Management Inc. | 0.09% | Add +4.1% | 8,813 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +1.1% | 8,701 | $1.4M |
| Allstreet Capital Advisors LLC | 0.93% | Add +9.7% | 8,683 | $1.4M |
| Three Bearings Fiduciary Advisors, Inc. | 1.27% | Reduce -1.6% | 8,604 | $1.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.46% | Add +5.4% | 8,563 | $1.4M |
| First National Trust Co | 0.05% | Reduce -4.3% | 8,519 | $1.4M |
| Evensky & Katz LLC | 0.07% | Add +0.3% | 8,343 | $1.4M |
| Saxon Interests, Inc. | 0.38% | Add +31.0% | 8,283 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.3% | 8,191 | $1.3M |
| Asempa Wealth Advisors | 1.03% | Reduce -1.4% | 8,172 | $1.3M |
| Financial Guidance Group, Inc. | 0.50% | Reduce -15.7% | 8,103 | $1.3M |
| Renasant Bank | 0.85% | Add +30.3% | 8,075 | $1.3M |
| Strategic Family Wealth Counselors, L.L.C. | 0.31% | No change | 7,999 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -9.9% | 7,977 | $1.3M |
| Rebalance, LLC | 0.07% | Add +0.3% | 7,957 | $1.3M |
| Fortis Capital Advisors, LLC | 0.15% | Reduce -4.0% | 7,945 | $1.3M |
| Belpointe Asset Management LLC | 0.04% | Reduce -4.0% | 7,945 | $1.3M |
| Ipswich Investment Management Co., Inc. | 0.28% | No change | 7,920 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.09% | Reduce -0.6% | 7,849 | $1.3M |
| Glenview Trust Co | 0.02% | Add +0.1% | 7,760 | $1.3M |
| Parkside Financial Bank & Trust | 0.09% | Reduce -0.1% | 7,731 | $1.3M |
| Vise Technologies, Inc. | 0.01% | Add +53.9% | 7,730 | $1.3M |
| Quest 10 Wealth Builders, Inc. | 0.98% | Add +3.5% | 7,626 | $1.3M |
| Ade, LLC | 0.53% | Add +0.1% | 7,579 | $1.2M |
| Norden Group LLC | 0.10% | Reduce -20.8% | 7,569 | $1.2M |
| Warwick Investment Management, Inc. | 0.14% | No change | 7,525 | $1.2M |
| Huntington National Bank | 0.01% | Reduce -0.5% | 7,516 | $1.2M |
| TCW Group Inc. | 0.01% | Reduce -44.4% | 7,425 | $1.2M |
| Home Federal Bank of Tennessee | 0.26% | Reduce -0.0% | 7,421 | $1.2M |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -41.3% | 7,400 | $1.2M |
| Greenleaf Trust | 0.01% | Add +10.3% | 7,393 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +3.8% | 7,393 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -0.1% | 7,372 | $1.2M |
| Causey Wealth LLC | 0.47% | Reduce -9.7% | 7,366 | $1.2M |
| Sound View Wealth Advisors Group, LLC | 0.07% | No change | 7,253 | $1.2M |
| NorthRock Partners, LLC | 0.02% | Reduce -2.1% | 7,250 | $1.2M |
| Five Oceans Advisors | 0.38% | No change | 7,166 | $1.2M |
| Kintra Wealth, LLC | 0.06% | Add +86.5% | 6,711 | $1.2M |
| PKS Advisory Services, LLC | 0.19% | New | 7,056 | $1.2M |
| Friday Financial | 0.31% | Add +1.7% | 6,966 | $1.2M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -7.6% | 6,984 | $1.1M |
| Private Management Group Inc. | 0.03% | Add +1.1% | 6,978 | $1.1M |
| Truepoint, Inc. | 0.02% | Reduce -12.6% | 6,964 | $1.1M |
| Intrust Bank NA | 0.08% | No change | 6,955 | $1.1M |
| Intergy Private Wealth, LLC | 0.26% | No change | 6,926 | $1.1M |
| Lanark Financial, Inc. | 0.08% | Reduce -2.8% | 6,865 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -1.0% | 6,858 | $1.1M |
| Advisors Capital Management, LLC | 0.01% | Add +83.1% | 6,840 | $1.1M |
| Bailard, Inc. | 0.02% | Reduce -1.0% | 6,809 | $1.1M |
| Roberts Financial Services LLC | 0.33% | Reduce -3.4% | 6,797 | $1.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Add +0.0% | 6,765 | $1.1M |
| Keel Point, LLC | 0.07% | Reduce -1.4% | 6,742 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -21.7% | 6,691 | $1.1M |
| Avior Wealth Management, LLC | 0.03% | Reduce -3.6% | 6,639 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +11.3% | 6,613 | $1.1M |
| Sacks & Associates, LLC | 0.73% | No change | 6,498 | $1.1M |
| Johnson Financial Group, Inc. | 0.04% | Reduce -11.6% | 6,555 | $1.1M |
| Cary Street Partners Financial LLC | 0.02% | Add +0.3% | 6,555 | $1.1M |
| Viewpoint Capital Management LLC | 0.55% | Reduce -10.7% | 6,522 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.15% | Reduce -14.4% | 6,490 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +9.3% | 6,463 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.5% | 6,459 | $1.1M |
| MCF Advisors LLC | 0.04% | Add +0.0% | 6,419 | $1.1M |
| Rehmann Capital Advisory Group | 0.05% | Reduce -47.7% | 6,325 | $1.0M |
| Harbour Capital Advisors, LLC | 0.19% | No change | 6,150 | $1.0M |
| Stegner Investment Associates Inc. | 0.48% | Add +23.0% | 6,181 | $1.0M |
| STAR Financial Bank | 0.41% | Reduce -2.1% | 6,180 | $1.0M |
| Auxano Advisors, LLC | 0.19% | No change | 6,168 | $1.0M |
| Mycio Wealth Partners, LLC | 0.19% | Add +0.3% | 6,124 | $1.0M |
| Prosperity Planning, Inc. | 0.32% | Reduce -0.3% | 6,086 | $1.0M |
| Tranquility Partners, LLC | 0.34% | Reduce -13.3% | 6,040 | $994K |
| Sei Investments Co. | 0.00% | Add +13.7% | 6,012 | $990K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.3% | 5,872 | $967K |
| Brookstone Capital Management | 0.01% | Reduce -1.6% | 5,850 | $963K |
| Flow Traders U.S. LLC | 0.04% | New | 5,845 | $962K |
| Revolve Wealth Partners, LLC | 0.10% | Reduce -1.9% | 5,836 | $961K |
| Crescent Grove Advisors, LLC | 0.08% | No change | 5,814 | $957K |
| IFG Advisory, LLC | 0.03% | New | 5,745 | $946K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.20% | Reduce -12.1% | 5,730 | $943K |
| Camelot Portfolios, LLC | 0.67% | Reduce -50.7% | 5,708 | $940K |
| Wedgewood Investors Inc. | 0.96% | Reduce -0.2% | 5,692 | $937K |
| Thomasville National Bank | 0.05% | — | 5,657 | $931K |
| Jacobs Equity LLC | 0.64% | Reduce -4.6% | 5,635 | $928K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -0.1% | 5,608 | $923K |
| QRG Capital Management, Inc. | 0.01% | Add +27.8% | 5,549 | $913K |
| Two Sigma Securities, LLC | 0.08% | New | 5,514 | $908K |
| Romano Brothers and Company | 0.09% | No change | 5,466 | $900K |
| Stonebridge Financial Planning Group, LLC | 0.29% | Add +1.9% | 5,458 | $898K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -50.5% | 5,442 | $896K |
| B.O.S.S. Retirement Advisors, LLC | 0.24% | Reduce -14.9% | 5,437 | $895K |
| Renaissance Technologies | 0.00% | New | 5,400 | $889K |
| Regimen Wealth, LLC | 0.24% | Add +0.3% | 5,367 | $883K |
| Monetary Management Group Inc. | 0.18% | No change | 5,350 | $881K |
| Calton & Associates, Inc. | 0.13% | New | 5,337 | $878K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -5.2% | 5,307 | $874K |
| Gryphon Financial Partners LLC | 0.08% | Reduce -3.4% | 5,245 | $863K |
| New Age Alpha Advisors, LLC | 0.04% | Reduce -76.7% | 5,162 | $850K |
| Savvy Advisors, Inc. | 0.02% | Add +44.5% | 5,158 | $849K |
| Old National Bancorp | 0.02% | Add +7.2% | 5,156 | $849K |
| World Investment Advisors | 0.01% | Reduce -4.4% | 5,799 | $847K |
| Twin Peaks Wealth Advisors, LLC | 0.19% | Reduce -0.9% | 5,136 | $845K |
| Davis R M Inc. | 0.01% | No change | 5,132 | $845K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -3.3% | 5,120 | $843K |
| Atria Investments, Inc | 0.01% | Reduce -3.0% | 5,095 | $839K |
| Valeo Financial Advisors, LLC | 0.02% | Add +9.4% | 5,038 | $830K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,040 | $830K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.16% | No change | 4,953 | $825K |
| Freestone Capital Holdings, LLC | 0.02% | Add +3.1% | 5,004 | $824K |
| 49 Wealth Management, LLC | 0.16% | New | 5,002 | $823K |
| Alongside, LLC | 0.16% | — | 5,002 | $823K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.6% | 4,999 | $823K |
| One Day In July LLC | 0.06% | Reduce -1.7% | 4,991 | $822K |
| Simmons Bank | 0.05% | Add +33.6% | 4,942 | $813K |
| Stevens Capital Partners | 0.15% | Add +1.4% | 4,904 | $807K |
| City Center Advisors, LLC | 0.65% | Add +0.5% | 4,889 | $805K |
| Canandaigua National Bank & Trust Co. | 0.07% | — | 4,838 | $796K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 4,788 | $788K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -5.8% | 4,770 | $785K |
| Allworth Financial LP | 0.00% | Reduce -95.9% | 4,743 | $781K |
| Rockland Trust Co. | 0.03% | Reduce -0.2% | 4,723 | $777K |
| Washington Trust Bank | 0.05% | Reduce -25.6% | 4,666 | $768K |
| Smith & Howard Wealth Management, LLC | 0.16% | No change | 4,617 | $760K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.51% | No change | 4,615 | $760K |
| Missouri Trust & Investment Co | 0.20% | Reduce -5.3% | 4,465 | $746K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 4,530 | $746K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -6.6% | 4,482 | $738K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -0.3% | 4,426 | $729K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.2% | 4,415 | $727K |
| Insigneo Advisory Services, LLC | 0.03% | Add +211.4% | 4,391 | $723K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 4,377 | $720K |
| BIP Wealth, LLC | 0.02% | New | 4,376 | $720K |
| Essex Financial Services, Inc. | 0.04% | Reduce -1.8% | 4,340 | $714K |
| Lloyd Advisory Services, LLC. | 0.28% | Reduce -95.6% | 4,326 | $712K |
| Bensler, LLC | 0.06% | Add +0.3% | 4,323 | $712K |
| Cornerstone Financial Group, LLC | 0.44% | Add +0.1% | 4,295 | $707K |
| RiverGlades Family Offices LLC | 0.32% | New | 4,294 | $707K |
| Geometric Wealth Advisors | 0.08% | Reduce -0.4% | 4,288 | $706K |
| Northern Lights Advisors, Inc. | 0.38% | Add +4.3% | 4,261 | $701K |
| Port Capital LLC | 0.03% | Add +0.2% | 4,258 | $701K |
| FLP Wealth Management, LLC | 1.24% | Add +8.6% | 4,232 | $697K |
| Annex Advisory Services, LLC | 0.01% | Add +0.1% | 4,226 | $696K |
| Pinnacle Bancorp, Inc. | 0.18% | No change | 4,195 | $690K |
| Busey Bank | 0.02% | No change | 4,184 | $689K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.1% | 4,177 | $688K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.24% | — | 4,170 | $686K |
| Ocean Park Asset Management, LLC | 0.03% | New | 4,156 | $684K |
| Exchange Traded Concepts, LLC | 0.00% | New | 4,156 | $684K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,110 | $677K |
| Integrity Alliance, Llc. | 0.02% | Add +1.2% | 4,105 | $676K |
| Financial Management Network Inc. | 0.10% | Reduce -1.9% | 4,044 | $672K |
| Mission Wealth Management, LP | 0.01% | Add +66.0% | 4,072 | $670K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 4,052 | $667K |
| Skyline Advisors, Inc. | 0.21% | Add +0.2% | 4,038 | $665K |
| Paladin Partners, LLC | 0.44% | No change | 4,030 | $663K |
| Apella Capital, LLC | 0.01% | Reduce -4.6% | 4,000 | $663K |
| Parkshore Wealth Management, Inc. | 0.19% | Reduce -24.2% | 4,005 | $659K |
| Willner & Heller, LLC | 0.41% | Reduce -1.2% | 4,004 | $659K |
| Sax Wealth Advisors, LLC | 0.03% | Add +17.1% | 4,502 | $656K |
| JP Wealth Management, Inc. | 0.41% | No change | 5,868 | $647K |
| Decker Retirement Planning Inc. | 0.22% | Reduce -8.7% | 3,932 | $647K |
| Enclave Advisors LLC | 0.08% | No change | 3,931 | $647K |
| Manchester Capital Management LLC | 0.08% | Reduce -1.1% | 3,931 | $647K |
| Eight 31 Financial, LLC | 0.38% | Reduce -7.8% | 3,929 | $647K |
| American Trust | 0.05% | Reduce -15.3% | 3,927 | $646K |
| Diversified Trust Co. | 0.01% | Add +0.4% | 3,914 | $644K |
| Zhang Financial LLC | 0.02% | Add +0.0% | 3,902 | $642K |
| Oak Asset Management, LLC | 0.20% | Add +1.4% | 3,863 | $636K |
| Spire Wealth Management | 0.02% | Reduce -21.5% | 3,815 | $628K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.2% | 3,814 | $628K |
| Composition Wealth, LLC | 0.01% | Add +13.1% | 3,813 | $628K |
| Granite Group Advisors, LLC | 0.37% | No change | 3,800 | $625K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 3,776 | $622K |
| PFG Advisors | 0.03% | Reduce -3.6% | 3,762 | $619K |
| Flputnam Investment Management Co. | 0.01% | Add +7.0% | 3,837 | $616K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +2.1% | 3,711 | $611K |
| Evanson Financial, LLC | 0.03% | — | 3,700 | $609K |
| Advocacy Wealth Management, LLC | 0.02% | No change | 3,675 | $605K |
| LongView Wealth Management | 0.16% | Add +4.4% | 3,674 | $605K |
| WASHINGTON TRUST Co | 0.02% | No change | 3,671 | $604K |
| Financial Alternatives, Inc | 0.30% | No change | 3,662 | $603K |
| 1ST Source Bank | 0.03% | No change | 3,652 | $601K |
| Sherman Wealth Management LLC | 0.45% | Reduce -1.5% | 3,649 | $601K |
| Berkeley, Inc | 0.19% | Reduce -4.8% | 3,645 | $600K |
| Pinion Investment Advisors, LLC | 0.11% | Reduce -2.3% | 3,635 | $598K |
| Modern Wealth Management, LLC | 0.01% | Add +75.4% | 3,614 | $595K |
| Guidance Point Advisors, LLC | 0.13% | Add +0.3% | 3,611 | $594K |
| Guardian Asset Advisors, LLC | 0.27% | Reduce -8.7% | 3,592 | $591K |
| Parcion Private Wealth LLC | 0.03% | No change | 3,589 | $591K |
| Finley Financial, LLC | 0.24% | No change | 3,565 | $587K |
| Centennial Advisors, LLC | 0.70% | Reduce -10.4% | 3,559 | $586K |
| CPC Advisors, LLC | 0.08% | Add +14.8% | 3,545 | $584K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -22.1% | 3,541 | $583K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | Add +72.7% | 3,540 | $583K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 3,517 | $579K |
| Compass Ion Advisors, LLC | 0.05% | No change | 3,503 | $577K |
| Ritter Daniher Financial Advisory LLC / DE | 0.09% | Add +4.1% | 3,480 | $573K |
| Wittenberg Investment Management, Inc. | 0.20% | No change | 3,478 | $572K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.1% | 3,454 | $568K |
| Next Capital Management LLC | 0.15% | Reduce -7.7% | 3,427 | $564K |
| 21 West Wealth Management LLC | 0.48% | No change | 3,422 | $563K |
| Highland Capital Management, LLC | 0.03% | Reduce -7.1% | 3,410 | $561K |
| PFG Investments, LLC | 0.02% | Add +0.6% | 3,405 | $560K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -57.3% | 3,395 | $559K |
| Bearing Point Capital, LLC | 0.08% | No change | 3,391 | $558K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 3,373 | $555K |
| Stonebridge Financial Group, LLC / MO | 0.37% | Add +0.2% | 3,362 | $553K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -48.2% | 3,354 | $552K |
| Rothschild Investment LLC | 0.02% | Add +583.7% | 3,316 | $546K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.5% | 3,287 | $541K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -5.0% | 3,268 | $538K |
| Allen Investment Management, LLC | 0.01% | No change | 3,245 | $534K |
| Berkshire Asset Management LLC | 0.02% | No change | 3,229 | $532K |
| Coastal Bridge Advisors, LLC | 0.03% | No change | 3,211 | $529K |
| JFS Wealth Advisors, LLC | 0.03% | No change | 3,168 | $521K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.1% | 3,165 | $521K |
| WealthPlan Investment Management, LLC | 0.03% | Add +0.4% | 3,162 | $520K |
| Grove Bank & Trust | 0.05% | No change | 3,141 | $517K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -6.1% | 3,139 | $517K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 3,103 | $511K |
| NCM Capital Management, LLC | 0.16% | No change | 3,100 | $510K |
| Anderson Hoagland & Co. | 0.04% | No change | 3,100 | $510K |
| Topsail Wealth Management, LLC | 0.06% | No change | 3,084 | $508K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 3,478 | $507K |
| Navigation Wealth Management, Inc. | 0.69% | Add +2.8% | 3,065 | $504K |
| Colonial Trust Co / SC | 0.06% | Reduce -2.1% | 3,065 | $504K |
| Hancock Whitney Corp. | 0.01% | No change | 3,060 | $504K |
| Regal Investment Advisors LLC | 0.03% | Add +29.1% | 3,051 | $502K |
| Breakwater Capital Group | 0.06% | Reduce -0.2% | 3,039 | $500K |
| Invested Advisors | 0.44% | Reduce -3.8% | 3,033 | $499K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 3,022 | $497K |
| First Bancorp, Inc | 0.20% | No change | 3,010 | $495K |
| Firestone Capital Management | 0.09% | No change | 3,010 | $495K |
| BCS Wealth Management | 0.09% | No change | 3,000 | $494K |
| Pittenger & Anderson Inc. | 0.02% | No change | 3,000 | $494K |
| Pinnacle Associates Ltd. | 0.01% | No change | 2,984 | $491K |
| First United Bank & Trust | 0.14% | No change | 2,981 | $491K |
| Asset One Wealth Management LLC | 0.05% | No change | 2,962 | $490K |
| Richardson Capital Management LLC | 0.21% | No change | 2,966 | $488K |
| American Wealth Advisors, LLC | 0.46% | Reduce -0.5% | 2,960 | $487K |
| Fortitude Family Office, LLC | 0.10% | No change | 2,960 | $487K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 2,958 | $487K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 2,954 | $486K |
| Appleton Partners Inc. | 0.03% | No change | 2,946 | $485K |
| Trexquant Investment LP | 0.00% | New | 2,946 | $485K |
| Davidson Trust Co. | 0.19% | Add +3.9% | 2,920 | $481K |
| Partners in Financial Planning | 0.07% | Add +0.1% | 2,919 | $480K |
| Trilogy Capital Inc. | 0.02% | Add +0.1% | 2,910 | $479K |
| Diversified Management Inc. | 0.10% | Reduce -48.7% | 2,875 | $473K |
| Dagco, Inc. | 0.09% | No change | 2,866 | $472K |
| Valmark Advisers, Inc. | 0.01% | Add +6.1% | 2,851 | $469K |
| Fulton Bank, N.A. | 0.01% | No change | 2,839 | $467K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -18.6% | 2,839 | $467K |
| Kanawha Capital Management LLC | 0.03% | Add +2.2% | 2,821 | $464K |
| Bridgewater Advisors Inc. | 0.03% | No change | 2,742 | $463K |
| Planning Directions Inc. | 0.21% | Add +2.9% | 2,791 | $459K |
| Cranbrook Wealth Management, LLC | 0.09% | Reduce -4.8% | 2,777 | $457K |
| Dynamic Financial Group | 0.34% | Add +7.5% | 2,775 | $457K |
| Legacy Wealth Partners, LLC | 0.10% | Add +2.3% | 2,771 | $456K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 2,761 | $454K |
| Mgo One Seven LLC | 0.01% | Reduce -4.3% | 2,752 | $453K |
| SMART Wealth LLC | 0.10% | Reduce -8.8% | 2,752 | $453K |
| Florida Trust Wealth Management Co | 0.01% | Add +15.0% | 2,749 | $452K |
| Cascade Financial Partners, LLC | 0.04% | Add +10.5% | 2,746 | $452K |
| Sovran Advisors, LLC | 0.03% | Add +12.5% | 2,616 | $443K |
| Caprock Group, LLC | 0.01% | New | 2,692 | $443K |
| R.H. Investment Group, LLC | 0.33% | No change | 2,688 | $442K |
| Holland Advisory Services, Inc. | 0.49% | Reduce -4.0% | 2,685 | $442K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 2,676 | $441K |
| First Financial Corp. | 0.15% | Reduce -0.3% | 2,667 | $439K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 2,662 | $438K |
| XY Planning Network, Inc. | 0.05% | Add +1.7% | 2,646 | $436K |
| Roman Butler Fullerton & Co. | 0.10% | Add +20.9% | 2,614 | $433K |
| NTV Asset Management LLC | 0.04% | No change | 2,626 | $432K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,619 | $431K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 2,616 | $431K |
| Citizens Financial Group Inc. | 0.01% | Add +14.9% | 2,614 | $430K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -51.3% | 2,531 | $427K |
| Acima Private Wealth, LLC | 0.12% | No change | 2,585 | $425K |
| Private Client Services, LLC | 0.11% | Reduce -1.8% | 2,584 | $425K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,581 | $425K |
| Nwam LLC | 0.02% | Reduce -0.8% | 2,574 | $424K |
| Integrity Wealth Solutions LLC | 0.16% | No change | 2,571 | $423K |
| Granite Harbor Advisors, Inc. | 0.17% | Reduce -14.3% | 2,571 | $423K |
| Builder Investment Group Inc. | 0.08% | No change | 2,540 | $418K |
| New Republic Capital, LLC | 0.10% | Add +244.2% | 2,537 | $418K |
| Vaughan David Investments LLC | 0.01% | No change | 2,533 | $417K |
| Cohen Capital Management, Inc. | 0.06% | Add +0.1% | 2,532 | $417K |
| Ancora Advisors LLC | 0.01% | No change | 2,528 | $416K |
| Millington Financial Advisors, LLC | 0.16% | No change | 2,500 | $415K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 2,512 | $413K |
| Mathes Company, Inc. | 0.13% | No change | 2,500 | $412K |
| Ballast, Inc. | 0.08% | No change | 2,487 | $409K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,467 | $406K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +0.2% | 2,449 | $403K |
| Meramec Financial Planners, LLC | 0.15% | Reduce -3.8% | 2,407 | $403K |
| Level Wealth Management LLC | 0.16% | No change | 2,448 | $403K |
| First Western Trust Bank | 0.02% | No change | 2,430 | $400K |
| Strategies Wealth Advisors, LLC | 0.04% | No change | 2,420 | $398K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 2,416 | $398K |
| Atticus Wealth Management, LLC | 0.09% | Reduce -6.8% | 2,415 | $397K |
| Vanguard Advisers Inc. | 0.00% | Reduce -5.5% | 2,406 | $396K |
| LJI Wealth Management, LLC | 0.06% | Reduce -9.5% | 2,398 | $395K |
| Eastern Bank | 0.01% | Add +39.4% | 2,396 | $394K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,344 | $393K |
| Diversify Wealth Management, LLC | 0.01% | Add +18.4% | 2,344 | $393K |
| Family Legacy, Inc. | 0.10% | No change | 2,374 | $391K |
| United Advisor Group, LLC | 0.04% | Add +5.1% | 2,364 | $389K |
| NBT Bank, N.A. | 0.03% | Add +2.3% | 2,362 | $389K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.5% | 2,354 | $387K |
| Clark Capital Management Group, Inc. | 0.00% | Add +42.7% | 2,331 | $384K |
| Becker Capital Management Inc. | 0.01% | Reduce -2.9% | 2,326 | $383K |
| KilterHowling LLC | 0.17% | Add +0.3% | 2,324 | $382K |
| Centennial Bank | 0.12% | Reduce -42.2% | 2,319 | $382K |
| Postrock Partners LLC | 0.15% | No change | 2,306 | $380K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -62.2% | 2,305 | $379K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -1.7% | 2,288 | $379K |
| Theory Financial LLC | 0.12% | No change | 2,293 | $377K |
| BCGM Wealth Management, LLC | 0.08% | No change | 2,281 | $375K |
| Prudential Financial Inc. | 0.00% | Add +28.3% | 2,270 | $374K |
| RDA Financial Network | 0.08% | No change | 2,263 | $372K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,259 | $372K |
| Independent Financial Group, LLC | 0.01% | New | 2,235 | $368K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Add +1.5% | 2,227 | $367K |
| Aire Advisors, LLC | 0.06% | No change | 2,189 | $360K |
| Keating Financial Advisory Services, Inc. | 0.05% | Add +2.5% | 2,186 | $360K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.2% | 2,180 | $359K |
| Essex Bank | 0.08% | No change | 2,170 | $357K |
| J. M. Brown & Associates Inc. | 0.20% | — | 2,163 | $356K |
| Flagstar Securities, Inc. | 0.11% | Reduce -10.4% | 2,136 | $352K |
| Lee, Kelleher & Klein Wealth Management | 0.18% | No change | 2,135 | $351K |
| Wealth Watch Advisors, INC | 0.11% | Add +38.0% | 2,135 | $351K |
| Argentarii, LLC | 0.11% | Reduce -4.4% | 2,037 | $349K |
| Mairs & Power Inc. | 0.00% | New | 2,112 | $348K |
| Cape Investment Advisory, Inc. | 0.09% | Add +2.1% | 2,108 | $347K |
| Cibc World Market Inc. | 0.00% | Add +0.7% | 2,102 | $346K |
| Trust Co. of Vermont | 0.01% | — | 2,084 | $343K |
| Elevation Wealth Management LLC | 0.26% | Reduce -10.1% | 2,083 | $343K |
| Legacy Financial Strategies, LLC | 0.05% | No change | 2,070 | $341K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +16.7% | 2,067 | $340K |
| Magnus Financial Group LLC | 0.02% | Reduce -21.5% | 2,067 | $340K |
| FSA Advisors, Inc. | 0.15% | Add +6.7% | 2,051 | $338K |
| LifePlan Investment Advisors, Inc. | 0.12% | Reduce -0.4% | 2,035 | $335K |
| Riverpoint Wealth Management Holdings, LLC | 0.06% | No change | 2,035 | $335K |
| Villere St Denis J & Co. LLC | 0.04% | No change | 2,033 | $335K |
| Elm Partners Management LLC | 0.01% | Add +4.4% | 2,031 | $334K |
| Maryland Capital Advisors Inc. | 0.11% | — | 2,028 | $334K |
| Howard Capital Management, LLC | 0.00% | No change | 2,027 | $334K |
| Verdence Capital Advisors LLC | 0.02% | No change | 2,002 | $330K |
| Nuveen, LLC | 0.00% | New | 1,999 | $329K |
| Union Savings Bank | 0.13% | No change | 1,990 | $328K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 1,980 | $326K |
| Investmark Advisory Group LLC | 0.12% | Add +6.2% | 1,976 | $325K |
| SkyOak Wealth, LLC | 0.05% | No change | 1,969 | $324K |
| Bayban | 0.25% | No change | 1,966 | $324K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,942 | $320K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -5.7% | 1,934 | $318K |
| Madison Wealth Partners, Inc | 0.04% | Reduce -2.0% | 1,930 | $318K |
| Orgel Wealth Management, LLC | 0.01% | Add +14.8% | 1,923 | $317K |
| First Hawaiian Bank | 0.04% | Reduce -2.1% | 1,921 | $316K |
| Moneco Advisors, LLC | 0.02% | Add +0.2% | 1,918 | $316K |
| Tailwinds Wealth, LLC | 0.19% | New | 1,919 | $316K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.8% | 1,918 | $316K |
| Tme Financial, Inc. | 0.19% | Add +12.8% | 1,908 | $314K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -0.4% | 1,906 | $314K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -2.2% | 1,900 | $313K |
| Peak Financial Management, Inc. | 0.07% | No change | 1,900 | $313K |
| Gotham Asset Management | 0.00% | New | 1,899 | $313K |
| Ruggaard & Associates LLC | 0.11% | Reduce -7.9% | 1,894 | $312K |
| Colton Groome Financial Advisors, LLC | 0.08% | New | 1,886 | $310K |
| River Wealth Advisors LLC | 0.03% | No change | 1,859 | $306K |
| Foster & Motley Inc. | 0.01% | No change | 1,856 | $305K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -68.8% | 1,852 | $305K |
| Rahlfs Capital, LLC | 0.22% | No change | 1,850 | $305K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,842 | $303K |
| Quadcap Wealth Management, LLC | 0.03% | Add +17.6% | 1,841 | $303K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,840 | $303K |
| Montecito Bank & Trust | 0.04% | No change | 1,811 | $298K |
| Angeles Wealth Management, LLC | 0.01% | New | 1,811 | $298K |
| Snowden Capital Advisors LLC | 0.01% | Add +9.2% | 1,800 | $296K |
| Ritholtz Wealth Management | 0.00% | Reduce -13.2% | 1,799 | $296K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 1,797 | $296K |
| Joel Adams & Associates, Inc. | 0.19% | Reduce -0.5% | 1,793 | $295K |
| Balefire, LLC | 0.05% | New | 1,785 | $294K |
| Glassman Wealth Services | 0.04% | Add +8.3% | 1,781 | $293K |
| Lathrop Investment Management Co. | 0.05% | No change | 1,781 | $293K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +26.6% | 1,778 | $293K |
| Insight Inv LLC | 0.14% | No change | 1,752 | $288K |
| Foundation Wealth Management, LLC\PA | 0.09% | No change | 1,743 | $287K |
| Calamos Wealth Management LLC | 0.01% | No change | 1,726 | $284K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 1,723 | $284K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 1,717 | $283K |
| Key Financial Inc | 0.05% | Reduce -13.5% | 1,708 | $281K |
| Cooper Financial Group | 0.02% | Reduce -17.2% | 1,704 | $280K |
| Ibex Wealth Advisors | 0.02% | Add +0.3% | 1,703 | $280K |
| Gilpin Wealth Management, LLC | 0.19% | No change | 1,700 | $280K |
| Sterling Investment Counsel, LLC | 0.07% | Reduce -17.4% | 1,688 | $278K |
| Legacy Advisors, LLC | 0.03% | No change | 1,680 | $277K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Add +1.2% | 1,675 | $276K |
| Compass Capital Corp. /Ma/ | 0.09% | Reduce -11.5% | 1,611 | $276K |
| Heritage Investment Group, Inc. | 0.04% | Reduce -3.7% | 1,673 | $275K |
| Earned Wealth Advisors, LLC | 0.02% | Add +11.5% | 1,672 | $275K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 1,670 | $275K |
| Unified Investment Management | 0.26% | No change | 1,665 | $274K |
| SYM FINANCIAL Corp | 0.02% | Add +0.1% | 1,665 | $274K |
| Kestra Investment Management, LLC | 0.01% | New | 1,664 | $274K |
| BostonPremier Wealth LLC | 0.12% | Reduce -0.3% | 1,656 | $273K |
| Vigil Wealth Management, LLC | 0.19% | No change | 1,653 | $272K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -0.9% | 1,646 | $271K |
| Lawood & Co. | 0.18% | Reduce -1.9% | 1,640 | $270K |
| Empower Advisory Group, LLC | 0.00% | Add +1.4% | 1,638 | $270K |
| Fiera Capital Corp | 0.00% | No change | 1,634 | $269K |
| West Michigan Advisors, LLC | 0.05% | Reduce -4.1% | 1,623 | $267K |
| RFG Advisory, LLC | 0.00% | New | 1,623 | $267K |
| Coston, McIsaac & Partners | 0.05% | No change | 1,623 | $267K |
| Convergence Financial, LLC | 0.02% | New | 1,618 | $266K |
| TBH Global Asset Management, LLC | 0.05% | New | 1,614 | $266K |
| Oarsman Capital, Inc. | 0.03% | No change | 1,602 | $264K |
| Networth Advisors, LLC | 0.15% | Reduce -11.1% | 1,593 | $262K |
| Align Financial, LLC | 0.13% | No change | 1,589 | $262K |
| International Assets Investment Management, LLC | 0.02% | Add +21.6% | 1,585 | $261K |
| FDx Advisors, Inc. | 0.08% | Reduce -6.5% | 1,576 | $259K |
| Lynx Investment Advisory | 0.08% | New | 1,570 | $258K |
| Independent Advisor Alliance | 0.01% | Reduce -90.6% | 1,565 | $258K |
| Xcelsior Advisor Partners LLC | 0.03% | Add +8.7% | 1,563 | $257K |
| Madden Advisory Services, Inc. | 0.09% | No change | 1,559 | $257K |
| Wealth Science Advisors LLC | 0.11% | No change | 1,554 | $256K |
| Triangle Securities Wealth Management | 0.05% | Reduce -1.5% | 1,552 | $255K |
| Cordant, Inc. | 0.09% | No change | 1,545 | $254K |
| Neumann Capital Management, LLC | 0.17% | No change | 1,524 | $251K |
| Monarch Capital Management Inc. | 0.06% | New | 1,520 | $250K |
| Visionary Wealth Advisors | 0.01% | New | 1,519 | $250K |
| Associated Banc-Corp | 0.01% | Reduce -4.1% | 1,511 | $249K |
| Versant Capital Management, Inc | 0.02% | Add +8.0% | 1,505 | $248K |
| Arbor Investment Advisors, LLC | 0.03% | No change | 1,497 | $246K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Reduce -5.0% | 1,487 | $245K |
| Financial Sense Advisors, Inc. | 0.05% | No change | 1,480 | $244K |
| Almanack Investment Partners, LLC. | 0.03% | Reduce -0.5% | 1,480 | $244K |
| Zacks Investment Management | 0.00% | Add +0.1% | 1,473 | $243K |
| Aspiriant, LLC | 0.01% | Reduce -7.6% | 1,470 | $242K |
| New England Private Wealth Advisors LLC | 0.02% | Add +3.9% | 1,445 | $241K |
| Split Rock Private Trading & Wealth Management, LLC | 0.16% | Reduce -3.9% | 1,461 | $240K |
| Synergy Financial Group, LTD | 0.17% | No change | 1,455 | $239K |
| Moors & Cabot, Inc. | 0.01% | Reduce -14.4% | 1,454 | $239K |
| Foundation Wealth Management, LLC | 0.15% | Reduce -13.1% | 1,443 | $238K |
| Accelerate Investment Advisors LLC | 0.14% | Add +1.8% | 1,438 | $237K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -1.0% | 1,434 | $236K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,431 | $236K |
| NBH Bank | 0.10% | — | 1,420 | $234K |
| Pacific Financial Group Inc. | 0.11% | No change | 1,415 | $233K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | No change | 1,412 | $232K |
| Aft, Forsyth & Company, Inc. | 0.11% | Reduce -21.6% | 1,403 | $231K |
| SmartHarvest Portfolios, LLC | 0.07% | New | 1,401 | $231K |
| Lazard Asset Management LLC | 0.00% | No change | 1,400 | $230K |
| Capital Advisors Inc. | 0.00% | New | 1,399 | $230K |
| Campion Asset Management | 0.14% | No change | 1,390 | $229K |
| Titleist Asset Management, LLC | 0.02% | Reduce -1.3% | 1,378 | $227K |
| Independence Bank of Kentucky | 0.03% | Reduce -5.8% | 1,378 | $227K |
| Verum Partners LLC | 0.03% | Add +0.1% | 1,377 | $227K |
| First Business Financial Services, Inc. | 0.02% | No change | 1,377 | $227K |
| Gallacher Capital Management LLC | 0.13% | Reduce -21.8% | 1,373 | $226K |
| Facet Wealth, Inc. | 0.00% | New | 1,369 | $225K |
| Princeton Global Asset Management LLC | 0.03% | No change | 1,363 | $224K |
| Curi Capital, LLC | 0.00% | Reduce -84.9% | 1,360 | $224K |
| Independent Solutions Wealth Management, LLC | 0.03% | New | 1,358 | $224K |
| Stansberry Asset Management, LLC | 0.02% | New | 1,352 | $223K |
| Interchange Capital Partners, LLC | 0.04% | New | 1,362 | $222K |
| Eubel Brady & Suttman Asset Management Inc. | 0.03% | New | 1,335 | $220K |
| SouthState Bank Corp | 0.01% | Reduce -25.1% | 1,335 | $220K |
| Summit Wealth Partners, LLC | 0.03% | New | 1,332 | $219K |
| Austin Wealth Management, LLC | 0.05% | New | 1,318 | $219K |
| REAP Financial Group, LLC | 0.04% | Add +0.1% | 1,326 | $218K |
| AlphaCore Capital LLC | 0.00% | No change | 1,324 | $218K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 1,319 | $217K |
| Everhart Financial Group, Inc. | 0.01% | New | 1,318 | $217K |
| Wealth Care LLC | 0.18% | New | 1,315 | $216K |
| Personal Cfo Solutions, LLC | 0.03% | New | 1,311 | $216K |
| Operose Advisors LLC | 0.04% | Add +180.9% | 1,306 | $215K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,305 | $215K |
| W Advisors, LLC | 0.10% | New | 1,303 | $214K |
| BLB&B Advisors, LLC | 0.01% | New | 1,301 | $214K |
| Centaurus Financial, Inc. | 0.01% | Add +1.7% | 1,299 | $214K |
| Three Bridge Wealth Advisors, LLC | 0.05% | New | 1,300 | $214K |
| Continuum Advisory, LLC | 0.02% | New | 1,298 | $214K |
| First Citizens Financial Corp | 0.09% | New | 1,297 | $213K |
| Monograph Wealth Advisors, LLC | 0.02% | New | 1,296 | $213K |
| Peregrine Asset Advisers, Inc. | 0.05% | New | 1,292 | $213K |
| Synergy Asset Management, LLC | 0.02% | Reduce -17.9% | 1,291 | $212K |
| Montz Harcus Wealth Management LLC | 0.08% | New | 1,289 | $212K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,283 | $211K |
| Shufro Rose & Co. LLC | 0.01% | New | 1,283 | $211K |
| West Bancorporation Inc. | 0.09% | Reduce -42.1% | 1,278 | $210K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | New | 1,278 | $210K |
| Tanager Wealth Management LLP | 0.02% | New | 1,278 | $210K |
| Fiduciary Trust Co | 0.00% | Reduce -10.3% | 1,276 | $210K |
| BancFirst Trust & Investment Management | 0.09% | New | 1,271 | $210K |
| YHB Investment Advisors, Inc. | 0.01% | New | 1,270 | $209K |
| Narus Financial Partners, LLC | 0.05% | New | 1,260 | $207K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | New | 1,258 | $207K |
| Welch & Forbes LLC | 0.00% | New | 1,257 | $207K |
| Means Investment Co., Inc. | 0.02% | Reduce -45.2% | 1,254 | $206K |
| First Manhattan Co. Llc. | 0.00% | New | 1,254 | $206K |
| Cypress Capital Group | 0.02% | New | 1,252 | $206K |
| Providence Capital Advisors, LLC | 0.03% | No change | 1,245 | $205K |
| Wrapmanager Inc. | 0.06% | New | 1,239 | $204K |
| Madison Asset Management, LLC | 0.00% | New | 1,234 | $203K |
| Howe & Rusling Inc. | 0.01% | Add +239.3% | 1,225 | $202K |
| Fiduciary Financial Advisors | 0.02% | New | 1,223 | $201K |
| Townsend Asset Management Corp. /NC/ | 0.06% | Add +0.3% | 1,189 | $196K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +545.9% | 1,169 | $192K |
| Tounjian Advisory Partners, LLC | 0.08% | New | 1,146 | $189K |
| Ariel Investments | 0.00% | No change | 1,145 | $188K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,124 | $185K |
| Synergy Investment Management, LLC | 0.04% | Add +5.3% | 1,112 | $183K |
| Paladin Advisory Group, LLC | 0.12% | Reduce -3.6% | 1,111 | $183K |
| GAMMA Investing LLC | 0.01% | Add +7.5% | 1,077 | $177K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,076 | $177K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 1,039 | $171K |
| Richardson Financial Services Inc. | 0.10% | No change | 1,018 | $168K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,010 | $166K |
| High Note Wealth, LLC | 0.03% | No change | 992 | $163K |
| Realta Investment Advisors | 0.05% | Reduce -14.1% | 969 | $160K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 961 | $158K |
| Blue Trust, Inc. | 0.00% | Reduce -70.9% | 948 | $156K |
| Matrix Private Capital Group LLC | 0.07% | No change | 946 | $156K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -35.4% | 914 | $150K |
| Rialto Wealth Management, LLC | 0.03% | No change | 913 | $150K |
| Midwest Capital Advisors, LLC | 0.06% | No change | 913 | $150K |
| Burk Holdings LLC | 0.05% | No change | 902 | $148K |
| National Bank of Canada | 0.00% | No change | 886 | $146K |
| Tsfg, LLC | 0.02% | Add +0.1% | 862 | $142K |
| Capital Analysts, LLC | 0.00% | Reduce -4.8% | 863 | $142K |
| Cordgrass Capital Advisors, LLC | 0.05% | No change | 862 | $142K |
| Elevation Wealth Partners, LLC | 0.04% | Add +0.2% | 848 | $140K |
| Bare Financial Services, Inc | 0.03% | No change | 784 | $129K |
| CoreCap Advisors, LLC | 0.00% | Add +0.3% | 780 | $128K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.6% | 779 | $128K |
| Holos Integrated Wealth LLC | 0.06% | No change | 767 | $127K |
| Addison Advisors LLC | 0.06% | No change | 743 | $122K |
| Private Wealth Management Group, LLC | 0.03% | Reduce -18.4% | 720 | $119K |
| Trust Co | 0.01% | No change | 717 | $118K |
| Pflug Koory, LLC | 0.05% | Reduce -11.6% | 714 | $118K |
| Harbor Asset Planning, Inc. | 0.09% | Add +0.1% | 693 | $114K |
| Parvin Asset Management, LLC | 0.09% | No change | 691 | $114K |
| Cutler Capital Management, LLC | 0.04% | New | 684 | $113K |
| Basepoint Wealth LLC | 0.06% | Reduce -7.5% | 683 | $112K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.4% | 682 | $112K |
| Steph & Co. | 0.03% | No change | 679 | $112K |
| Acropolis Investment Management, LLC | 0.00% | New | 666 | $110K |
| Smithfield Trust Co | 0.00% | No change | 614 | $102K |
| CX Institutional | 0.00% | Reduce -18.7% | 599 | $99K |
| Avalon Trust Co | 0.01% | No change | 600 | $99K |
| Provident Wealth Management, LLC | 0.03% | No change | 596 | $98K |
| Legacies Wealth LLC | 0.05% | Reduce -13.5% | 591 | $97K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.2% | 579 | $95K |
| Golden State Wealth Management, LLC | 0.01% | No change | 572 | $94K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 568 | $94K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 559 | $92K |
| BankPlus Trust Department | 0.02% | No change | 557 | $92K |
| Strive Financial Group ,LLC | 0.04% | No change | 535 | $88K |
| GoalVest Advisory LLC | 0.02% | Reduce -18.6% | 531 | $87K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 525 | $86K |
| Riverview Trust Co | 0.10% | No change | 520 | $86K |
| Bravera Wealth | 0.03% | Add +3.6% | 515 | $85K |
| Compass Financial Management LLC | 0.01% | — | 494 | $85K |
| Olistico Wealth, LLC | 0.04% | No change | 504 | $83K |
| Archer Investment Corp | 0.02% | No change | 502 | $83K |
| LifeSteps Financial, Inc. | 0.04% | New | 499 | $82K |
| Bogart Wealth, LLC | 0.00% | No change | 498 | $82K |
| North Star Investment Management Corp. | 0.00% | No change | 494 | $81K |
| United Community Bank | 0.03% | Reduce -9.2% | 491 | $81K |
| Tucker Asset Management LLC | 0.02% | No change | 475 | $78K |
| Bangor Savings Bank | 0.01% | No change | 466 | $77K |
| CoreFirst Bank & Trust | 0.04% | No change | 465 | $77K |
| Downshift Financial, LLC | 0.03% | New | 464 | $76K |
| Colonial Trust Advisors | 0.01% | No change | 450 | $74K |
| City State Bank | 0.02% | No change | 444 | $73K |
| Asset Dedication, LLC | 0.00% | Reduce -23.6% | 438 | $72K |
| Strategic Wealth Advisors LLC | 0.06% | No change | 500 | $70K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 424 | $70K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -36.9% | 416 | $68K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.3% | 387 | $64K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 379 | $62K |
| Hilton Head Capital Partners, LLC | 0.03% | No change | 370 | $61K |
| Fairman Group, LLC | 0.04% | Add +0.3% | 345 | $57K |
| JNBA Financial Advisors | 0.00% | No change | 339 | $56K |
| Aventura Private Wealth, LLC | 0.02% | No change | 324 | $53K |
| Biltmore Family Office, LLC | 0.01% | No change | 310 | $51K |
| Copia Wealth Management | 0.03% | No change | 308 | $51K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 303 | $50K |
| HM Payson & Co. | 0.00% | No change | 300 | $49K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 300 | $49K |
| Kimelman & Baird, LLC | 0.00% | No change | 284 | $47K |
| Windsor Advisory Group, LLC | 0.03% | No change | 270 | $44K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 264 | $43K |
| Caldwell Trust Co | 0.00% | Add +1435.3% | 261 | $43K |
| Rosenberg Matthew Hamilton | 0.01% | New | 255 | $42K |
| Register Financial Advisors LLC | 0.01% | No change | 254 | $42K |
| Nova Wealth Management, Inc. | 0.02% | No change | 252 | $41K |
| Investment Counsel Co. of Nevada | 0.08% | No change | 251 | $41K |
| Trust Co. of Toledo NA | 0.00% | No change | 251 | $41K |
| IMA Advisory Services, Inc. | 0.00% | New | 250 | $41K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 250 | $41K |
| Gen-Wealth Partners Inc | 0.01% | Add +0.8% | 248 | $41K |
| Hughes Financial Services, LLC | 0.01% | No change | 247 | $41K |
| Abound Wealth Management | 0.01% | Add +135.3% | 240 | $40K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -43.2% | 238 | $39K |
| Forum Finance Group S.A. | 0.01% | No change | 285 | $38K |
| American Capital Advisory, LLC | 0.01% | No change | 220 | $36K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 220 | $36K |
| McDonald Partners LLC | 0.01% | New | 218 | $36K |
| Bank of New Hampshire | 0.01% | No change | 213 | $35K |
| Brooklyn FI, LLC | 0.01% | New | 212 | $35K |
| Triumph Capital Management | 0.01% | No change | 211 | $35K |
| Rossmore Private Capital | 0.00% | No change | 210 | $35K |
| Crews Bank & Trust | 0.00% | No change | 208 | $34K |
| Financial Consulate, Inc. | 0.00% | No change | 207 | $34K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -6.8% | 205 | $34K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +252.6% | 201 | $33K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $33K |
| Mechanics Financial Corp | 0.01% | No change | 197 | $32K |
| Peachtree Investment Partners, LLC | 0.01% | Add +0.5% | 195 | $32K |
| TOWER TRUST & INVESTMENT Co | 0.02% | No change | 190 | $31K |
| Signature Equity Partners, LLC | 0.01% | Reduce -27.5% | 179 | $29K |
| Roxbury Financial LLC | 0.02% | No change | 177 | $29K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 171 | $28K |
| Financial Gravity Companies, Inc. | 0.00% | — | 170 | $28K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 168 | $28K |
| Avion Wealth | 0.01% | No change | 167 | $27K |
| Allied Private Wealth LLC | 0.02% | — | 163 | $27K |
| Albion Financial Group | 0.00% | No change | 162 | $27K |
| Monetary Solutions, Ltd | 0.02% | No change | 150 | $25K |
| Hara Capital LLC | 0.01% | No change | 148 | $24K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -26.0% | 148 | $24K |
| Hantz Financial Services, Inc. | 0.00% | Add +52.1% | 146 | $24K |
| Salem Investment Counselors Inc. | 0.00% | No change | 144 | $24K |
| SHP Wealth Management | 0.00% | Reduce -23.1% | 140 | $23K |
| Winthrop Capital Management, LLC | 0.01% | No change | 139 | $23K |
| Planning Strategies Inc. | 0.01% | — | 136 | $22K |
| Field & Main Bank | 0.00% | No change | 134 | $22K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 129 | $21K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +611.1% | 128 | $21K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 128 | $21K |
| Darwin Wealth Management, LLC | 0.01% | Add +454.6% | 122 | $20K |
| MRP Capital Investments, LLC | 0.01% | No change | 122 | $20K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 121 | $20K |
| Rossby Financial, LCC | 0.00% | Reduce -65.4% | 121 | $20K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 119 | $20K |
| Center for Financial Planning, Inc. | 0.00% | No change | 116 | $19K |
| Front Row Advisors LLC | 0.01% | No change | 109 | $19K |
| CVA Family Office, LLC | 0.00% | No change | 112 | $18K |
| Clearstead Trust, LLC | 0.00% | No change | 111 | $18K |
| Evermay Wealth Management LLC | 0.00% | No change | 107 | $18K |
| Smartleaf Asset Management LLC | 0.00% | No change | 105 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 100 | $16K |
| RMG Wealth Management LLC | 0.00% | New | 95 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 100 | $16K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 97 | $16K |
| Thompson Investment Management, Inc. | 0.00% | No change | 92 | $15K |
| Sfam, LLC | 0.01% | No change | 89 | $15K |
| MilWealth Group LLC | 0.00% | No change | 88 | $14K |
| Bullock Wealth Management Group | 0.01% | No change | 87 | $14K |
| Motco | 0.00% | No change | 87 | $14K |
| Ameriflex Group, Inc. | 0.01% | Reduce -28.0% | 85 | $14K |
| Cornerstone Financial Management LLC | 0.01% | Add +645.5% | 82 | $14K |
| Markowski Investments | 0.00% | — | 81 | $13K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 81 | $13K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 80 | $13K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 78 | $13K |
| American National Bank & Trust | 0.00% | Reduce -21.3% | 74 | $12K |
| CNB Bank | 0.00% | Reduce -6.8% | 69 | $11K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 65 | $11K |
| one8zero8, LLC | 0.00% | No change | 65 | $11K |
| Tower View Wealth Management LLC | 0.00% | No change | 61 | $10K |
| Ares Financial Consulting, LLC | 0.01% | Add +1.7% | 61 | $10K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 57 | $9K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 55 | $9K |
| Breakwater Investment Management | 0.00% | No change | 55 | $9K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 55 | $9K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 51 | $8K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 50 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 49 | $8K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 48 | $8K |
| Phillips Financial Management, LLC | 0.00% | No change | 48 | $8K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 45 | $7K |
| Chelsea Counsel Co. | 0.00% | No change | 42 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 42 | $7K |
| First Community Trust NA | 0.00% | No change | 41 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 40 | $7K |
| Tidemark, LLC | 0.00% | New | 40 | $7K |
| 10Elms LLP | 0.00% | No change | 37 | $6K |
| Daytona Street Capital LLC | 0.00% | No change | 34 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 34 | $6K |
| Nemes Rush Group LLC | 0.00% | No change | 30 | $5K |
| Anchor Bay Capital, Inc. | 0.00% | — | 27 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 28 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 25 | $4K |
| DecisionPoint Financial, LLC | 0.00% | New | 25 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 22 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 21 | $3K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 21 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 20 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 20 | $3K |
| Arvest Investments, Inc. | 0.00% | New | 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 | $3K |
| Gill Capital Partners, LLC | 0.00% | No change | 16 | $3K |
| GGM Financial LLC | 0.00% | Reduce -64.1% | 14 | $2K |
| Community Financial Services Group, LLC | 0.00% | New | 13 | $2K |
| Quaker Wealth Management, LLC | 0.00% | No change | 12 | $2K |
| Clean Yield Group | 0.00% | New | 12 | $2K |
| Kilter Group LLC | 0.00% | No change | 7 | $1K |
| Blueline Advisors LLC | 0.00% | No change | 6 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $988 |
| Activest Wealth Management | 0.00% | No change | 5 | $823 |
| Main Street Group, LTD | 0.00% | No change | 5 | $823 |
| Fortis Group Advisors, LLC | 0.00% | No change | 5 | $823 |
| SJS Investment Consulting Inc. | 0.00% | No change | 4 | $659 |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 3 | $494 |
| YANKCOM Partnership | 0.00% | No change | 1 | $165 |
"% 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.