iShares Russell 3000 ETFIWVETF
13F holders, Q1 2024 (March 31)757holders
3famous investors
$299.99avg. 13F price*
At the end of Q1 2024, 757 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings. The largest holders were SCS Capital Management LLC ($621.4M), Morgan Stanley ($365.5M) and Northern Trust Corp. ($317.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell 3000 ETF
- CUSIP
- 464287689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $186.3M |
| Exits | 42 | $65.2M |
Ownership 757 holders
| SCS Capital Management LLC | 13.22% | Reduce -1.6% | 2,070,670 | $621.4M |
| Morgan Stanley | 0.03% | Reduce -3.5% | 1,218,060 | $365.5M |
| Northern Trust Corp. | 0.05% | Reduce -5.7% | 1,058,532 | $317.6M |
| BlackRock Inc. | 0.01% | Add +30.5% | 957,956 | $287.5M |
| Bank of America Corp. | 0.03% | Reduce -2.1% | 932,799 | $279.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -1.6% | 728,093 | $218.5M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -11.5% | 658,188 | $197.5M |
| JPMorgan Chase & Co. | 0.02% | Reduce -34.1% | 624,033 | $187.3M |
| Pitcairn Co. | 10.39% | Reduce -1.4% | 534,115 | $160.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.6% | 470,024 | $141.0M |
| UBS Group AG | 0.04% | Reduce -1.1% | 452,011 | $135.6M |
| LPL Financial LLC | 0.07% | Reduce -0.7% | 439,842 | $132.0M |
| Evensky & Katz LLC | 8.55% | Reduce -3.2% | 403,985 | $121.2M |
| UNC Management Company, Inc. | 98.69% | New | 401,152 | $120.4M |
| HighTower Advisors, LLC | 0.15% | Add +2.4% | 317,288 | $95.2M |
| Focus Partners Wealth | 0.74% | Add +4.3% | 302,778 | $90.9M |
| PNC Financial Services Group, Inc. | 0.06% | Add +6.8% | 292,637 | $87.8M |
| TLWM | 19.15% | Reduce -3.4% | 287,606 | $86.3M |
| Sentinel Trust Co. Lba | 10.81% | Add +4.7% | 278,829 | $83.7M |
| Pegasus Partners Ltd. | 7.82% | Add +0.7% | 245,792 | $73.8M |
| Family Firm, Inc. | 15.14% | Reduce -3.9% | 207,017 | $62.1M |
| Captrust Financial Advisors | 0.23% | Add +20.0% | 205,344 | $61.6M |
| Blair William & Co. | 0.19% | Reduce -3.8% | 200,210 | $60.1M |
| Corient Private Wealth LP | 0.10% | Add +1.1% | 195,121 | $58.6M |
| AlphaCore Capital LLC | 15.26% | Reduce -0.6% | 190,700 | $57.2M |
| Waverly Advisors, LLC | 1.34% | Add +103.3% | 189,493 | $56.9M |
| Wells Fargo & Company | 0.01% | Reduce -14.0% | 182,262 | $54.7M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -6.1% | 180,168 | $54.4M |
| Proficio Capital Partners LLC | 5.73% | Add +1.5% | 176,755 | $52.0M |
| Bessemer Group Inc. | 0.09% | Reduce -0.2% | 173,390 | $52.0M |
| Ballentine Partners, LLC | 0.97% | Add +1.6% | 170,152 | $51.1M |
| GM Advisory Group, LLC | 3.52% | Add +3.8% | 167,249 | $50.2M |
| Davis R M Inc. | 1.01% | Reduce -0.5% | 160,272 | $48.1M |
| Bank of Nova Scotia | 0.10% | New | 159,700 | $47.9M |
| Commerce Bank | 0.31% | Add +6.8% | 158,621 | $47.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -24.2% | 157,631 | $47.3M |
| Tiaa Trust, National Association | 0.14% | Reduce -0.6% | 157,086 | $47.1M |
| Calamos Wealth Management LLC | 2.67% | Reduce -0.9% | 155,510 | $46.7M |
| New York State Common Retirement Fund | 0.06% | Reduce -17.1% | 155,034 | $46.5M |
| Stephens Inc. | 0.72% | Add +3.7% | 154,718 | $46.4M |
| Franklin Resources Inc. | 0.01% | Add +1.1% | 144,786 | $43.4M |
| Wind River Trust Co | 13.62% | No change | 124,692 | $37.4M |
| Jones Financial Companies LLLP | 0.05% | Reduce -0.1% | 124,096 | $37.2M |
| Mill Creek Capital Advisors, LLC | 1.01% | Reduce -1.6% | 123,989 | $37.2M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -21.5% | 123,566 | $37.1M |
| Bank of Montreal | 0.01% | Reduce -0.6% | 122,849 | $36.9M |
| Portfolio Strategies, Inc. | 2.50% | Add +0.8% | 122,784 | $36.8M |
| Cerity Partners LLC | 0.10% | Add +120.4% | 121,244 | $36.4M |
| Geneos Wealth Management Inc. | 1.52% | Reduce -8.4% | 110,463 | $33.1M |
| Tanglewood Wealth Management, Inc. | 3.97% | Reduce -5.8% | 106,996 | $32.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -6.1% | 105,354 | $31.6M |
| Cresset Asset Management, LLC | 0.15% | Add +10.6% | 104,857 | $31.5M |
| Hantz Financial Services, Inc. | 0.61% | Reduce -5.7% | 104,691 | $31.4M |
| Caprock Group, LLC | 1.74% | No change | 101,123 | $30.3M |
| Georgetown University | 9.60% | Add +0.3% | 100,090 | $30.0M |
| Waldron Private Wealth LLC | 1.32% | Reduce -1.1% | 97,368 | $29.2M |
| Royal Bank of Canada | 0.01% | Reduce -15.5% | 95,609 | $28.7M |
| NSI Retail Advisors, LLC | 4.21% | No change | 93,400 | $28.0M |
| CSM Advisors, LLC | 1.85% | No change | 93,400 | $28.0M |
| Provenance Wealth Advisors, LLC | 3.93% | Reduce -1.8% | 93,031 | $27.9M |
| Great Diamond Partners, LLC | 6.38% | Add +2.0% | 92,525 | $27.8M |
| US Bancorp \de | 0.04% | Reduce -0.6% | 91,232 | $27.4M |
| Clearstead Advisors, LLC | 1.32% | Add +0.0% | 89,677 | $26.7M |
| Brighton Jones LLC | 0.94% | Reduce -0.7% | 87,059 | $26.1M |
| HB Wealth Management, LLC | 0.32% | Add +0.4% | 85,347 | $25.6M |
| Ieq Capital, LLC | 0.36% | Add +1.7% | 84,634 | $25.4M |
| Brookstone Capital Management | 0.44% | Add +5.0% | 82,416 | $24.7M |
| Comerica Bank | 0.11% | Reduce -6.0% | 81,675 | $24.5M |
| Fifth Third Bancorp | 0.10% | Add +0.2% | 81,420 | $24.4M |
| Mariner, LLC | 0.05% | Add +0.4% | 77,125 | $23.1M |
| Embree Financial Group | 4.50% | Reduce -1.9% | 76,494 | $23.0M |
| Trajan Wealth LLC | 1.51% | — | 74,555 | $22.4M |
| Stairway Partners, LLC | 1.79% | Reduce -4.0% | 73,768 | $22.1M |
| FFT Wealth Management LLC | 1.89% | Reduce -84.2% | 73,051 | $21.9M |
| Brooklyn FI, LLC | 8.92% | Add +0.4% | 72,310 | $21.7M |
| Nations Financial Group Inc, /Ia/ | 1.78% | Reduce -1.8% | 70,460 | $21.1M |
| Christopher J. Hasenberg, Inc | 10.09% | Reduce -1.6% | 68,486 | $20.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +9.4% | 68,022 | $20.4M |
| Savant Capital, LLC | 0.23% | Reduce -4.6% | 67,348 | $20.2M |
| Cetera Investment Advisers | 0.05% | Add +217.1% | 66,913 | $20.1M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.2% | 66,324 | $19.9M |
| Johnson Investment Counsel Inc. | 0.20% | Add +0.6% | 61,899 | $18.6M |
| Truepoint, Inc. | 0.53% | Reduce -4.0% | 61,756 | $18.5M |
| Compass Financial Group, Inc. | 9.42% | Reduce -0.5% | 58,910 | $17.7M |
| Campbell Wealth Management | 1.74% | Reduce -25.9% | 58,286 | $17.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.43% | Reduce -0.6% | 56,016 | $16.8M |
| Wealthstream Advisors, Inc. | 6.22% | Reduce -3.1% | 54,610 | $16.4M |
| Diversified Portfolios, Inc. | 2.30% | Reduce -0.1% | 54,534 | $16.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -7.1% | 54,206 | $16.3M |
| O'Brien Wealth Partners LLC | 3.63% | Reduce -1.8% | 52,309 | $15.7M |
| Buckingham Strategic Wealth, LLC | 0.16% | Reduce -1.6% | 51,880 | $15.6M |
| United Capital Financial Advisors, LLC | 0.13% | Add +6.5% | 51,610 | $15.5M |
| CHURCHILL MANAGEMENT Corp | 0.19% | Reduce -12.6% | 51,485 | $15.4M |
| Truist Financial Corp. | 0.02% | Reduce -13.4% | 50,274 | $15.1M |
| Balentine LLC | 0.44% | Add +2.2% | 48,692 | $14.6M |
| BBR Partners, LLC | 1.15% | Add +0.1% | 48,023 | $14.4M |
| FMR LLC | 0.00% | Add +7.8% | 47,158 | $14.2M |
| Wealthspire Advisors, LLC | 0.19% | Reduce -20.3% | 47,036 | $14.1M |
| Hanover Advisors Inc. | 5.75% | Add +10.9% | 45,640 | $13.7M |
| AlTi Global, Inc. | 0.38% | Add +2.6% | 45,006 | $13.5M |
| Tanager Wealth Management LLP | 2.06% | Reduce -0.9% | 42,483 | $12.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -54.0% | 42,031 | $12.6M |
| First Horizon Advisors, Inc. | 0.39% | Reduce -30.6% | 41,744 | $12.5M |
| Moss Adams Wealth Advisors LLC | 2.01% | Add +21.4% | 41,651 | $12.5M |
| First National Trust Co | 0.49% | Add +1.0% | 40,600 | $12.2M |
| Brown Advisory Inc. | 0.02% | Reduce -11.1% | 40,530 | $12.2M |
| UMB Bank, n.a. | 0.18% | Add +2.0% | 38,632 | $11.6M |
| JFS Wealth Advisors, LLC | 0.90% | Reduce -0.9% | 37,935 | $11.4M |
| Ipswich Investment Management Co., Inc. | 2.64% | Reduce -4.7% | 37,618 | $11.3M |
| Roble, Belko & Company, Inc | 1.92% | Reduce -1.8% | 37,244 | $11.2M |
| Conservest Capital Advisors, Inc. | 1.13% | Add +0.1% | 36,791 | $11.0M |
| Creative Planning | 0.01% | Add +2.2% | 36,103 | $10.8M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -0.2% | 36,087 | $10.8M |
| Cwm, LLC | 0.05% | Add +0.2% | 35,384 | $10.6M |
| Allen Investment Management, LLC | 0.13% | No change | 35,383 | $10.6M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -54.0% | 35,376 | $10.6M |
| Regis Management CO LLC | 3.22% | No change | 35,325 | $10.6M |
| BigSur Wealth Management LLC | 3.29% | Reduce -4.1% | 35,000 | $10.5M |
| Whittier Trust Co. of Nevada Inc. | 0.30% | No change | 34,903 | $10.5M |
| Lido Advisors, LLC | 0.09% | Add +3.9% | 34,569 | $10.4M |
| Citigroup Inc. | 0.01% | Add +0.5% | 33,826 | $10.2M |
| LGL Partners, LLC | 1.66% | Reduce -89.1% | 33,117 | $9.9M |
| M&T Bank Corp | 0.03% | Reduce -4.7% | 33,084 | $9.9M |
| Glenmede Trust Co. NA | 0.05% | Reduce -1.0% | 30,424 | $9.1M |
| Epiq Partners, LLC | 5.99% | Add +3.4% | 29,665 | $8.9M |
| MML Investors Services, LLC | 0.04% | Reduce -9.2% | 29,540 | $8.9M |
| jvl associates llc | 3.60% | No change | 29,127 | $8.7M |
| Intelligence Driven Advisers, LLC | 1.26% | Reduce -19.2% | 28,459 | $8.5M |
| Raymond James & Associates | 0.01% | Reduce -21.5% | 27,773 | $8.3M |
| Fund Evaluation Group, LLC | 0.51% | Add +5.6% | 27,058 | $8.1M |
| Aspiriant, LLC | 0.33% | Reduce -3.5% | 26,437 | $7.9M |
| Forte Asset Management LLC | 4.76% | Add +1.7% | 26,163 | $7.9M |
| Alliancebernstein L.P. | 0.00% | Add +1.2% | 25,685 | $7.7M |
| Halbert Hargrove Global Advisors, LLC | 0.50% | Reduce -6.0% | 25,218 | $7.6M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 25,110 | $7.5M |
| Humankind Investments LLC | 1.95% | No change | 24,570 | $7.4M |
| Strategic Equity Management | 6.14% | Add +67.1% | 24,496 | $7.4M |
| Jordan Park Group LLC | 0.47% | No change | 24,422 | $7.3M |
| Fiduciary Trust Co | 0.11% | No change | 24,359 | $7.3M |
| Geller Advisors LLC | 0.59% | No change | 24,095 | $7.2M |
| Rhumbline Advisers | 0.01% | Reduce -62.5% | 23,351 | $7.0M |
| LCNB Corp. | 2.51% | Reduce -0.1% | 23,128 | $6.9M |
| Running Point Capital Advisors, LLC | 3.09% | No change | 23,007 | $6.9M |
| Norris Perne & French LLP | 0.49% | No change | 22,870 | $6.9M |
| St. Louis Trust Co | 1.07% | Reduce -0.7% | 22,861 | $6.9M |
| Fsa Wealth Partners, Inc. | 1.69% | Add +11.4% | 22,586 | $6.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.32% | Add +0.0% | 22,451 | $6.7M |
| Circle Wealth Management, LLC | 0.17% | No change | 22,119 | $6.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.3% | 21,612 | $6.5M |
| Legacy Trust | 1.59% | Reduce -5.7% | 21,241 | $6.4M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -1.8% | 20,946 | $6.3M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -1.8% | 20,946 | $6.3M |
| Sheridan Capital Management, LLC | 4.66% | Add +8.7% | 20,617 | $6.2M |
| Private Advisor Group, LLC | 0.04% | Reduce -13.2% | 20,479 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Add +0.3% | 20,253 | $6.1M |
| Pathstone Holdings, LLC | 0.03% | Add +42.0% | 19,799 | $5.9M |
| Whittier Trust Co. | 0.09% | No change | 19,560 | $5.9M |
| Winthrop Advisory Group LLC | 0.82% | Add +1.0% | 18,841 | $5.7M |
| Stifel Financial Corp. | 0.01% | Add +10.2% | 18,794 | $5.6M |
| Rebalance, LLC | 0.46% | Reduce -7.3% | 18,736 | $5.6M |
| Triune Financial Partners, LLC | 1.94% | Add +0.3% | 18,669 | $5.6M |
| Chartwell Investment Partners, LLC | 0.19% | No change | 18,487 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -24.3% | 18,111 | $5.4M |
| One Day In July LLC | 0.72% | Add +87.0% | 18,059 | $5.4M |
| Chesapeake Wealth Management | 1.97% | Reduce -4.5% | 17,996 | $5.4M |
| William Howard & Co Financial Advisors Inc | 5.06% | — | 17,975 | $5.4M |
| Cedar Wealth Management, LLC | 1.75% | Add +8.1% | 17,728 | $5.3M |
| BTC Capital Management, Inc. | 0.48% | — | 17,567 | $5.3M |
| Financial Council, LLC | 3.01% | Reduce -1.4% | 16,966 | $5.1M |
| Mission Wealth Management, LP | 0.14% | Add +0.1% | 16,925 | $5.1M |
| Levy Wealth Management Group, LLC | 1.41% | No change | 18,387 | $5.0M |
| Gilbert & Cook, Inc. | 0.68% | Add +0.0% | 16,509 | $5.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -47.0% | 16,290 | $4.9M |
| Chicago Partners Investment Group LLC | 0.21% | Add +0.9% | 16,871 | $4.9M |
| Ascent Wealth Partners, LLC | 0.71% | Reduce -3.1% | 15,928 | $4.8M |
| MPS Loria Financial Planners, LLC | 1.60% | Add +4.4% | 15,925 | $4.8M |
| Strategic Investment Management, LLC | 3.66% | No change | 16,400 | $4.8M |
| Lutz Financial Services LLC | 0.40% | No change | 15,253 | $4.6M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -0.4% | 15,077 | $4.5M |
| Aquire Wealth Advisors, LLC | 1.58% | Reduce -1.7% | 15,075 | $4.5M |
| Summit Trail Advisors, LLC | 0.12% | No change | 15,063 | $4.5M |
| Simmons Bank | 0.34% | Reduce -1.3% | 15,052 | $4.5M |
| Cozad Asset Management Inc. | 0.45% | No change | 14,559 | $4.4M |
| Wbi Investments, LLC | 0.89% | Add +14.1% | 14,333 | $4.3M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Add +608.5% | 14,176 | $4.3M |
| Cambridge Associates LLC /Ma/ | 0.23% | Add +30.6% | 14,063 | $4.2M |
| Valeo Financial Advisors, LLC | 0.15% | No change | 14,545 | $4.2M |
| Citizens Financial Group Inc. | 0.14% | Reduce -0.3% | 13,860 | $4.2M |
| First Heartland Consultants, Inc. | 0.43% | Reduce -63.1% | 13,815 | $4.1M |
| Midwest Professional Planners, LTD. | 1.44% | Reduce -7.0% | 13,696 | $4.1M |
| Blue Fin Capital, Inc. | 0.91% | Reduce -0.1% | 13,660 | $4.1M |
| Cassady Schiller Wealth Management, LLC | 1.78% | Reduce -0.0% | 13,259 | $4.0M |
| Greenline Partners, LLC | 0.63% | No change | 13,244 | $4.0M |
| Twin Focus Capital Partners, LLC | 0.74% | No change | 12,926 | $3.9M |
| Edge Capital Group, LLC | 0.19% | Reduce -0.3% | 12,858 | $3.9M |
| Anderson Hoagland & Co. | 0.43% | Add +17.9% | 12,940 | $3.8M |
| Country Club Bank | 0.27% | Reduce -2.2% | 12,547 | $3.8M |
| Lindbrook Capital, LLC | 0.35% | Reduce -0.8% | 12,298 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.2% | 12,242 | $3.7M |
| Simon Quick Advisors, LLC | 0.27% | Add +3.1% | 12,161 | $3.6M |
| First Hawaiian Bank | 0.11% | Reduce -3.6% | 11,978 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.13% | — | 11,513 | $3.5M |
| Castle Rock Wealth Management, LLC | 0.90% | Add +26.5% | 11,529 | $3.3M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -3.1% | 11,006 | $3.3M |
| JMG Financial Group, Ltd. | 0.12% | Reduce -3.9% | 10,915 | $3.3M |
| Advisory Services Network, LLC | 0.07% | Add +5.1% | 10,888 | $3.3M |
| Zhang Financial LLC | 0.24% | Add +0.0% | 10,859 | $3.3M |
| Aries Wealth Management | 1.05% | Reduce -0.5% | 10,833 | $3.3M |
| Prudential Financial Inc. | 0.00% | Add +5.3% | 10,707 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +6.6% | 10,688 | $3.2M |
| McClarren Financial Advisors, Inc. | 2.30% | Add +0.3% | 10,687 | $3.2M |
| Sand Hill Global Advisors, LLC | 0.15% | Reduce -5.6% | 10,594 | $3.2M |
| Single Point Partners, LLC | 0.73% | Add +0.1% | 10,416 | $3.1M |
| Certuity, LLC | 0.27% | Add +7.0% | 10,285 | $3.1M |
| Sax Wealth Advisors, LLC | 0.36% | Add +0.1% | 10,273 | $3.1M |
| Moneywise, Inc. | 1.65% | Add +295.7% | 10,146 | $3.0M |
| Tolleson Wealth Management, Inc. | 0.60% | No change | 10,140 | $3.0M |
| WASHINGTON TRUST Co | 0.11% | Reduce -9.1% | 10,069 | $3.0M |
| Wealthcare Capital Management LLC | 0.33% | Reduce -13.1% | 9,991 | $3.0M |
| Renaissance Technologies | 0.00% | Add +47.0% | 9,700 | $2.9M |
| Private Capital Management LLC | 0.64% | Add +4.5% | 9,698 | $2.9M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Add +0.1% | 9,555 | $2.9M |
| Integrated Advisors Network LLC | 0.15% | Reduce -1.0% | 9,531 | $2.9M |
| Fort Washington Investment Advisors Inc. | 0.02% | Add +0.1% | 9,437 | $2.8M |
| City Holding Co. | 0.42% | Reduce -7.1% | 9,431 | $2.8M |
| Institute for Wealth Management, LLC. | 0.36% | No change | 9,363 | $2.8M |
| Family Asset Management, LLC | 1.75% | Reduce -0.4% | 9,295 | $2.8M |
| Lakeshore Financial Planning, Inc. | 1.41% | No change | 9,280 | $2.8M |
| Matrix Private Capital Group LLC | 1.85% | No change | 9,117 | $2.7M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +38.3% | 8,935 | $2.7M |
| BOK Financial Private Wealth, Inc. | 0.20% | No change | 8,779 | $2.6M |
| Ironwood Investment Management LLC | 1.28% | Reduce -4.0% | 8,763 | $2.6M |
| FWG Holdings, LLC | 1.38% | Add +6.4% | 8,659 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +8.4% | 8,513 | $2.6M |
| 9258 Wealth Management, LLC | 0.40% | Add +1.2% | 8,459 | $2.5M |
| Saxon Interests, Inc. | 1.21% | Reduce -0.8% | 8,426 | $2.5M |
| First National Bank of Omaha | 0.17% | Reduce -12.1% | 7,902 | $2.5M |
| Curi Capital, LLC | 0.06% | Reduce -42.3% | 8,357 | $2.5M |
| Wedmont Private Capital | 0.18% | Add +0.6% | 8,416 | $2.5M |
| Cahill Financial Advisors Inc. | 0.34% | Reduce -0.2% | 8,315 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +104.1% | 8,255 | $2.5M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.47% | No change | 8,334 | $2.5M |
| Fonville Wealth Management LLC | 1.08% | No change | 8,151 | $2.4M |
| Keybank National Association | 0.01% | Reduce -97.2% | 8,149 | $2.4M |
| Equitable Holdings, Inc. | 0.03% | Add +22.9% | 8,083 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -31.6% | 7,949 | $2.4M |
| Estate Counselors, LLC | 0.27% | Reduce -58.9% | 7,865 | $2.4M |
| Planning Alternatives Ltd. | 0.39% | Add +3.3% | 7,826 | $2.3M |
| Flputnam Investment Management Co. | 0.05% | Reduce -4.7% | 7,734 | $2.3M |
| Renasant Bank | 1.56% | No change | 7,326 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | Add +4.3% | 7,100 | $2.1M |
| Heritage Financial Services, LLC | 0.31% | No change | 6,981 | $2.1M |
| Oxford Financial Group, LTD. LLC | 0.15% | No change | 6,976 | $2.1M |
| Lokken Investment Group LLC | 1.04% | Add +0.3% | 6,945 | $2.1M |
| Boston Financial Mangement LLC | 0.07% | Reduce -0.2% | 6,922 | $2.1M |
| Synovus Financial Corp. | 0.03% | Add +3.5% | 6,900 | $2.1M |
| Waypoint Capital Advisors, LLC | 0.53% | No change | 6,700 | $2.0M |
| Dakota Wealth Management | 0.05% | Add +30.7% | 6,688 | $2.0M |
| Moran Wealth Management, LLC | 0.06% | Reduce -67.6% | 6,670 | $2.0M |
| Hoylecohen, LLC | 0.15% | No change | 6,600 | $2.0M |
| Dunhill Financial, LLC | 1.45% | Reduce -2.4% | 6,502 | $1.9M |
| Independence Bank of Kentucky | 0.58% | Reduce -3.0% | 6,408 | $1.9M |
| Apella Capital, LLC | 0.10% | Add +0.1% | 6,454 | $1.9M |
| Zacks Investment Management | 0.02% | Reduce -71.1% | 6,355 | $1.9M |
| QRG Capital Management, Inc. | 0.02% | Reduce -30.5% | 6,289 | $1.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.2% | 6,224 | $1.9M |
| Red Spruce Capital, LLC | 0.87% | Reduce -2.9% | 6,223 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -10.6% | 6,153 | $1.8M |
| Cohen Capital Management, Inc. | 0.32% | No change | 6,087 | $1.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.27% | No change | 5,903 | $1.8M |
| Wealth Architects, LLC | 0.23% | No change | 5,888 | $1.8M |
| Ledyard National Bank | 0.17% | Reduce -4.3% | 5,887 | $1.8M |
| MAI Capital Management | 0.02% | Add +32.1% | 5,870 | $1.8M |
| Manchester Capital Management LLC | 0.22% | No change | 5,868 | $1.8M |
| Partners Capital Investment Group, LLP | 0.05% | Reduce -83.3% | 5,858 | $1.8M |
| Foster Group, Inc. | 0.09% | Add +17.0% | 5,851 | $1.8M |
| CENTRAL TRUST Co | 0.04% | Reduce -1.2% | 5,725 | $1.7M |
| Vertex Planning Partners, LLC | 0.47% | Reduce -0.6% | 5,719 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +4.2% | 5,699 | $1.7M |
| Nvest Financial, LLC | 1.12% | Add +0.3% | 5,597 | $1.7M |
| Verum Partners LLC | 0.59% | No change | 5,539 | $1.7M |
| Silvia McColl Wealth Management, LLC | 1.42% | Reduce -0.9% | 5,642 | $1.7M |
| Beacon Financial Group | 0.19% | Reduce -4.4% | 5,527 | $1.7M |
| Jaffetilchin Investment Partners, LLC | 0.15% | Reduce -88.8% | 5,439 | $1.6M |
| New England Private Wealth Advisors LLC | 0.28% | Add +0.2% | 5,334 | $1.6M |
| High Probability Advisors, LLC | 0.30% | Reduce -8.6% | 5,328 | $1.6M |
| Portland Global Advisors LLC | 0.22% | No change | 5,295 | $1.6M |
| Xponance LLC | 0.02% | Add +13.1% | 5,274 | $1.6M |
| Aptus Capital Advisors, LLC | 0.03% | Add +943.7% | 5,250 | $1.6M |
| Manchester Financial Inc. | 0.41% | No change | 5,246 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.6% | 5,238 | $1.6M |
| ETF Portfolio Partners, Inc. | 0.50% | Reduce -0.6% | 5,236 | $1.6M |
| Grey Street Capital, LLC | 0.21% | No change | 5,206 | $1.6M |
| KilterHowling LLC | 1.08% | Add +0.3% | 5,144 | $1.5M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Add +10.1% | 5,109 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.2% | 5,086 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +30.1% | 5,027 | $1.5M |
| Sterling Financial Group, Inc. | 0.71% | No change | 5,000 | $1.5M |
| Strategic Blueprint, LLC | 0.11% | Add +8.5% | 4,946 | $1.5M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -40.6% | 4,835 | $1.5M |
| Lowe Wealth Advisors, LLC | 0.67% | Reduce -1.0% | 4,816 | $1.4M |
| GC Wealth Management RIA, LLC | 0.29% | Add +4.0% | 4,809 | $1.4M |
| Graves Light Lenhart Wealth, Inc. | 0.17% | No change | 4,776 | $1.4M |
| Guardian Wealth Advisors, LLC / NC | 0.17% | New | 4,747 | $1.4M |
| Townsquare Capital LLC | 0.02% | Reduce -10.8% | 4,731 | $1.4M |
| GeoWealth Management, LLC | 0.05% | New | 4,718 | $1.4M |
| Citadel Advisors | 0.00% | New | 4,677 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.7% | 4,612 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -22.2% | 4,604 | $1.4M |
| Chesley Taft & Associates LLC | 0.07% | No change | 4,598 | $1.4M |
| IHT Wealth Management, LLC | 0.06% | Add +1.0% | 4,581 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +0.0% | 4,563 | $1.4M |
| Motive Wealth Advisors | 0.83% | New | 4,544 | $1.4M |
| BIP Wealth, LLC | 0.10% | No change | 4,531 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -0.3% | 4,438 | $1.3M |
| CVA Family Office, LLC | 0.24% | No change | 4,400 | $1.3M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -7.8% | 4,342 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -11.0% | 4,321 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 4,297 | $1.3M |
| HC Advisors, LLC | 0.61% | No change | 4,249 | $1.3M |
| Financial Counselors Inc. | 0.02% | Reduce -0.3% | 4,249 | $1.3M |
| Affinity Capital Advisors, LLC | 0.28% | Reduce -28.4% | 4,242 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 4,175 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +7.1% | 4,163 | $1.2M |
| Simplicity Wealth,LLC | 0.03% | New | 4,163 | $1.2M |
| Evoke Wealth, LLC | 0.04% | Add +5.0% | 4,160 | $1.2M |
| Asset Dedication, LLC | 0.09% | No change | 4,150 | $1.2M |
| Independent Financial Group, LLC | 0.06% | Reduce -0.5% | 4,092 | $1.2M |
| Carnegie Investment Counsel | 0.04% | Add +4.4% | 4,045 | $1.2M |
| Sensible Money, LLC | 0.65% | No change | 4,041 | $1.2M |
| SilverOak Wealth Management LLC | 0.30% | No change | 4,035 | $1.2M |
| Vista Capital Partners, Inc. | 0.15% | No change | 4,026 | $1.2M |
| Berkshire Asset Management LLC | 0.06% | Reduce -12.2% | 4,016 | $1.2M |
| USA Financial Formulas | 0.20% | Reduce -4.2% | 4,009 | $1.2M |
| Stonegate Investment Group, LLC | 0.04% | No change | 4,006 | $1.2M |
| Agilis Partners LLC | 0.30% | Reduce -89.8% | 3,964 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Reduce -4.2% | 3,896 | $1.2M |
| Abacus Planning Group, Inc. | 0.23% | No change | 3,882 | $1.2M |
| Ironwood Wealth Management, LLC. | 0.37% | Reduce -0.2% | 3,835 | $1.2M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -1.8% | 3,830 | $1.1M |
| waypoint wealth counsel | 0.87% | Add +0.2% | 3,753 | $1.1M |
| Alera Investment Advisors, LLC | 0.15% | Reduce -15.1% | 3,698 | $1.1M |
| Journey Strategic Wealth LLC | 0.05% | Add +6.0% | 3,630 | $1.1M |
| Hollencrest Capital Management | 0.05% | No change | 3,596 | $1.1M |
| Retirement Planning Group, LLC | 0.08% | No change | 3,577 | $1.1M |
| Firestone Capital Management | 0.30% | Add +0.1% | 3,560 | $1.1M |
| Kovack Advisors, Inc. | 0.13% | Reduce -1.3% | 3,547 | $1.1M |
| Symphony Financial, Ltd. Co. | 0.25% | No change | 3,533 | $1.1M |
| HRT Financial LP | 0.01% | Reduce -29.7% | 3,533 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -5.1% | 3,527 | $1.1M |
| Stokes Family Office, LLC | 0.13% | No change | 3,500 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -33.9% | 3,500 | $1.1M |
| First Interstate Bank | 0.07% | No change | 3,482 | $1.0M |
| Capital Analysts, LLC | 0.05% | No change | 3,426 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | No change | 3,393 | $1.0M |
| Cahaba Wealth Management, Inc. | 0.09% | Add +0.2% | 3,363 | $1.0M |
| Fort Sheridan Advisors LLC | 0.19% | No change | 3,363 | $1.0M |
| Smith Salley Wealth Management | 0.08% | Reduce -4.5% | 3,349 | $1.0M |
| LGT Financial Advisors LLC | 1.16% | Add +0.2% | 3,330 | $1000K |
| Sonata Capital Group Inc. | 0.45% | Reduce -2.2% | 3,300 | $990K |
| XML Financial, LLC | 0.10% | Reduce -1.7% | 3,272 | $982K |
| Graypoint LLC | 0.07% | Reduce -26.9% | 3,266 | $980K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Add +1.0% | 3,254 | $976K |
| Wedbush Securities Inc. | 0.04% | Add +11.3% | 3,253 | $976K |
| SkyOak Wealth, LLC | 0.23% | Reduce -2.6% | 3,236 | $971K |
| Hall Laurie J Trustee | 0.34% | Add +7.3% | 3,231 | $970K |
| HSBC Holdings PLC | 0.00% | Reduce -5.5% | 3,210 | $963K |
| Planning Capital Management Corp | 0.70% | Reduce -3.3% | 3,185 | $956K |
| Keb Asset Management, LLC | 0.32% | No change | 3,169 | $951K |
| GHP Investment Advisors, Inc. | 0.05% | No change | 3,164 | $950K |
| Empower Advisory Group, LLC | 0.00% | Add +13.9% | 3,157 | $947K |
| Visionary Wealth Advisors | 0.06% | Add +0.2% | 3,144 | $943K |
| Avestar Capital, LLC | 0.11% | No change | 3,128 | $939K |
| Parcion Private Wealth LLC | 0.08% | No change | 3,110 | $933K |
| World Investment Advisors | 0.13% | New | 3,060 | $918K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -19.4% | 3,029 | $909K |
| Betterment LLC | 0.00% | Add +19.6% | 3,016 | $905K |
| LWM Advisory Services, LLC | 0.72% | Reduce -0.6% | 3,008 | $903K |
| Greenwood Capital Associates LLC | 0.12% | No change | 2,989 | $897K |
| Beaumont Asset Management, L.L.C. | 0.59% | No change | 2,970 | $891K |
| Condor Capital Management | 0.09% | No change | 2,936 | $881K |
| W Advisors, LLC | 0.59% | Reduce -0.5% | 2,880 | $864K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -0.8% | 2,832 | $850K |
| Ellis Investment Partners, LLC | 0.18% | No change | 2,828 | $849K |
| Prosperity Planning, Inc. | 0.41% | No change | 2,823 | $847K |
| Jackson Wealth Management, LLC | 0.11% | No change | 2,801 | $841K |
| Valmark Advisers, Inc. | 0.01% | Reduce -1.2% | 2,802 | $841K |
| Glenview Trust Co | 0.02% | Add +0.3% | 2,801 | $841K |
| Old Mission Investment Co LLC | 0.28% | No change | 2,800 | $840K |
| Armbruster Capital Management, Inc. | 0.18% | Reduce -1.6% | 2,791 | $838K |
| Coyle Financial Counsel LLC | 0.30% | No change | 2,758 | $828K |
| Choreo, LLC | 0.02% | Add +48.3% | 2,753 | $826K |
| Trek Financial, LLC | 0.06% | Reduce -5.9% | 2,731 | $820K |
| Aprio Wealth Management, LLC | 0.16% | No change | 2,729 | $819K |
| Smartleaf Asset Management LLC | 0.16% | Reduce -4.9% | 2,730 | $819K |
| Lincoln National Corp. | 0.01% | Add +0.0% | 2,712 | $814K |
| Wealth Management Partners, LLC | 0.41% | Reduce -0.4% | 2,703 | $811K |
| Spinnaker Trust | 0.05% | No change | 2,695 | $809K |
| Strategic Family Wealth Counselors, L.L.C. | 0.32% | No change | 2,674 | $802K |
| Blue Edge Capital, LLC | 0.13% | No change | 2,657 | $797K |
| First National Corp. /Ma/ | 0.20% | No change | 2,902 | $794K |
| Mason & Associates Inc | 0.21% | Add +0.0% | 2,647 | $794K |
| Asset Allocation & Management Company, LLC | 0.52% | No change | 2,641 | $793K |
| Cutler Group LLC / CA | 0.39% | Add +4.0% | 2,600 | $780K |
| Steward Partners Investment Solutions, LLC | 0.13% | New | 2,528 | $759K |
| Chilton Capital Management LLC | 0.04% | No change | 2,505 | $752K |
| Oxbow Advisors, LLC | 0.11% | No change | 2,494 | $748K |
| International Assets Investment Management, LLC | 0.08% | Add +0.7% | 2,480 | $742K |
| Martin Capital Advisors, LLP | 0.58% | Reduce -2.8% | 2,470 | $741K |
| Avantax Advisory Services, Inc. | 0.01% | Add +41.2% | 2,460 | $738K |
| Quadrature Capital Ltd | 0.01% | New | 2,456 | $737K |
| Mayflower Financial Advisors, LLC | 0.12% | Add +0.1% | 2,412 | $724K |
| Prospera Financial Services Inc | 0.02% | Reduce -2.5% | 2,394 | $722K |
| Evergreen Capital Management LLC | 0.03% | Add +14.3% | 2,397 | $719K |
| SlateStone Wealth, LLC | 0.07% | No change | 2,393 | $718K |
| Scotia Capital Inc. | 0.00% | Reduce -1.1% | 2,375 | $713K |
| Raymond James Trust N.A. | 0.02% | No change | 2,368 | $711K |
| Gibson Capital, LLC | 0.15% | No change | 2,333 | $700K |
| Wade Financial Advisory, Inc | 0.25% | No change | 2,330 | $699K |
| Sage Mountain Advisors LLC | 0.07% | No change | 2,328 | $699K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 2,323 | $697K |
| Houlihan Financial Resource Group, Ltd. | 0.31% | No change | 2,324 | $697K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +0.3% | 2,308 | $693K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Add +1.3% | 2,282 | $685K |
| Neuberger Berman Group LLC | 0.00% | Reduce -42.0% | 2,264 | $679K |
| Collaborative Wealth Managment Inc. | 0.34% | No change | 2,241 | $672K |
| Punch & Associates Investment Management, Inc. | 0.04% | Add +20.8% | 2,221 | $666K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.6% | 2,209 | $663K |
| TBH Global Asset Management, LLC | 0.13% | Add +1.0% | 2,197 | $659K |
| Fifth Third Wealth Advisors LLC | 0.10% | Add +24.5% | 2,178 | $654K |
| Brown Wealth Management, LLC | 0.27% | Add +0.1% | 2,169 | $651K |
| SVB Wealth LLC | 0.01% | Reduce -0.5% | 2,136 | $641K |
| Dempze Nancy E | 0.48% | No change | 2,102 | $631K |
| Burns J W & Co. Inc. | 0.09% | No change | 2,100 | $630K |
| 1900 Wealth Management LLC | 0.06% | Reduce -5.5% | 2,068 | $621K |
| CM Wealth Advisors LLC | 0.18% | Add +15.8% | 2,089 | $618K |
| Francis Financial, Inc. | 0.20% | Reduce -4.2% | 2,056 | $617K |
| Procyon Advisors, LLC | 0.05% | No change | 2,034 | $610K |
| Ashford Advisors, LLC | 0.15% | No change | 2,033 | $610K |
| Sightline Wealth Advisors, LLC | 0.40% | Add +0.3% | 2,024 | $607K |
| Norden Group LLC | 0.12% | New | 2,018 | $606K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +15.3% | 2,456 | $604K |
| Avantax Planning Partners, Inc. | 0.02% | Add +96.3% | 2,014 | $604K |
| Crewe Advisors LLC | 0.07% | No change | 2,007 | $602K |
| Harbor Advisors LLC | 0.11% | No change | 2,000 | $600K |
| PrairieView Partners, LLC | 0.07% | No change | 1,954 | $587K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -3.9% | 1,951 | $586K |
| Coldstream Capital Management Inc. | 0.01% | No change | 1,951 | $585K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 1,949 | $585K |
| Ancora Advisors LLC | 0.01% | Reduce -2.5% | 1,939 | $582K |
| Avidian Wealth Enterprises, LLC | 0.03% | No change | 1,931 | $579K |
| Cornerstone Capital, Inc. | 0.06% | Add +2.1% | 1,924 | $577K |
| Facet Wealth, Inc. | 0.02% | No change | 1,940 | $574K |
| Waypoint Wealth Partners Inc. | 0.16% | No change | 1,895 | $569K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -16.8% | 1,883 | $565K |
| MSH Capital Advisors LLC | 0.20% | Reduce -38.4% | 1,877 | $563K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -57.3% | 863 | $553K |
| Spire Wealth Management | 0.01% | Add +0.1% | 1,814 | $544K |
| Allworth Financial LP | 0.00% | No change | 1,801 | $540K |
| HM Payson & Co. | 0.01% | No change | 1,790 | $537K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.1% | 1,785 | $536K |
| RKL Wealth Management LLC | 0.05% | Add +0.2% | 1,780 | $534K |
| United Bank | 0.06% | No change | 1,770 | $531K |
| VERITY Wealth Advisors | 0.41% | No change | 1,768 | $531K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.6% | 1,745 | $524K |
| GLOBALT Investments LLC / GA | 0.02% | No change | 1,736 | $521K |
| SouthState Bank Corp | 0.04% | No change | 1,717 | $515K |
| Burt Wealth Advisors | 0.13% | No change | 1,707 | $512K |
| MTM Investment Management, LLC | 0.21% | No change | 1,695 | $509K |
| EPIQ Capital Group, LLC | 0.20% | Add +0.2% | 1,648 | $495K |
| Envoi LLC | 1.17% | Reduce -25.7% | 1,646 | $494K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +0.3% | 1,618 | $486K |
| Pathway Financial Advisors LLC | 0.13% | No change | 1,600 | $480K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.6% | 1,591 | $477K |
| Wealth Effects LLC | 0.18% | No change | 1,587 | $476K |
| Wesbanco Bank Inc. | 0.02% | Reduce -0.6% | 1,582 | $475K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +17.6% | 1,580 | $474K |
| Forum Financial Management, LP | 0.01% | Add +0.8% | 1,578 | $473K |
| Regions Financial Corp. | 0.00% | Reduce -47.6% | 1,567 | $470K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,560 | $468K |
| Bradley & Co. Private Wealth Management, LLC | 0.38% | No change | 1,557 | $467K |
| Linscomb Wealth, Inc. | 0.02% | Add +0.1% | 1,557 | $467K |
| Summit Financial Strategies, Inc. | 0.06% | No change | 1,549 | $465K |
| Vawter Financial, Ltd. | 0.34% | Reduce -2.3% | 1,548 | $465K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +35.0% | 1,543 | $463K |
| Platte River Wealth Advisors, LLC | 0.13% | No change | 1,540 | $462K |
| Realta Investment Advisors | 0.10% | Reduce -0.1% | 1,536 | $461K |
| Quadrant Capital Group LLC | 0.04% | No change | 1,534 | $460K |
| Legacy Financial Advisors, Inc. | 0.08% | Reduce -15.6% | 1,531 | $459K |
| SpiderRock Advisors, LLC | 0.01% | — | 1,543 | $454K |
| Mitchell Sinkler & Starr | 0.11% | No change | 1,500 | $450K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 1,498 | $450K |
| Farther Finance Advisors, LLC | 0.03% | No change | 1,501 | $449K |
| Evanson Asset Management, LLC | 0.03% | No change | 1,490 | $447K |
| ARS Wealth Advisors Group, LLC | 0.06% | Reduce -39.1% | 1,485 | $446K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -4.8% | 1,483 | $445K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 1,475 | $443K |
| RVW Wealth, LLC | 0.05% | Reduce -5.8% | 1,468 | $441K |
| Frank, Rimerman Advisors LLC | 0.08% | Add +32.4% | 1,463 | $439K |
| Core Wealth Management, Inc. | 0.18% | Add +0.6% | 1,416 | $425K |
| Shakespeare Wealth Management, LLC | 0.12% | Add +20.0% | 1,415 | $425K |
| Haverford Trust Co | 0.00% | No change | 1,400 | $420K |
| Camden National Bank | 0.07% | No change | 1,390 | $417K |
| Financial Advocates Investment Management | 0.02% | Reduce -2.5% | 1,371 | $412K |
| Lyell Wealth Management, LP | 0.04% | New | 1,370 | $411K |
| Diversified Trust Co. | 0.01% | Add +0.1% | 1,369 | $411K |
| Eldridge Investment Advisors, Inc. | 0.10% | Reduce -1.4% | 1,364 | $409K |
| Baker Tilly Wealth Management, LLC | 0.07% | Reduce -25.8% | 1,329 | $399K |
| Kingsview Wealth Management, LLC | 0.01% | Add +48.2% | 1,328 | $399K |
| California State Teachers Retirement System | 0.00% | New | 1,323 | $397K |
| Meridian Wealth Management, LLC | 0.07% | No change | 1,321 | $396K |
| Greenhouse Wealth Management, LLC | 0.29% | Reduce -20.6% | 1,312 | $394K |
| Park Avenue Securities LLC | 0.01% | Add +48.6% | 1,309 | $393K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.7% | 1,304 | $391K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -1.8% | 1,304 | $391K |
| Accurate Wealth Management, LLC | 0.11% | Reduce -5.2% | 1,359 | $385K |
| West Paces Advisors Inc. | 0.10% | No change | 1,282 | $385K |
| Gould Capital, LLC | 0.27% | Reduce -2.3% | 1,269 | $381K |
| Lion Street Advisors, LLC | 0.15% | No change | 1,350 | $370K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -12.5% | 1,230 | $369K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -6.2% | 1,221 | $367K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 1,218 | $365K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 1,214 | $364K |
| CWA Asset Management Group, LLC | 0.02% | No change | 1,210 | $363K |
| SOL Capital Management CO | 0.05% | No change | 1,210 | $363K |
| Auour Investments LLC | 0.13% | No change | 1,208 | $362K |
| Sterneck Capital Management, LLC | 0.22% | No change | 1,201 | $360K |
| Private Trust Co. NA | 0.04% | No change | 1,200 | $360K |
| Well Done, LLC | 0.07% | Reduce -71.8% | 1,188 | $356K |
| Apexium Financial, LP | 0.03% | No change | 1,185 | $356K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -45.4% | 1,177 | $353K |
| Global Retirement Partners, LLC | 0.01% | Add +20.8% | 1,162 | $349K |
| Willow Creek Wealth Management Inc. | 0.04% | No change | 1,159 | $348K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 1,150 | $345K |
| Cubic Asset Management, LLC | 0.08% | No change | 1,145 | $344K |
| Sebold Capital Management, Inc. | 0.23% | Reduce -0.2% | 1,135 | $341K |
| REDW Wealth LLC | 0.09% | No change | 1,112 | $334K |
| Keel Point, LLC | 0.03% | Add +0.1% | 1,107 | $332K |
| Revolve Wealth Partners, LLC | 0.06% | No change | 1,106 | $332K |
| Lauterbach Financial Advisors, LLC | 0.22% | Add +0.1% | 1,095 | $328K |
| Grant/GrossMendelsohn, LLC | 0.15% | No change | 1,100 | $327K |
| James J. Burns & Company, LLC | 0.11% | No change | 1,100 | $327K |
| Rappaport Reiches Capital Management, LLC | 0.10% | Add +5.6% | 1,088 | $326K |
| Harbour Investments, Inc. | 0.01% | No change | 1,083 | $325K |
| Pine Ridge Advisers LLC | 0.04% | No change | 1,083 | $325K |
| Moneco Advisors, LLC | 0.05% | Add +0.1% | 1,081 | $324K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 1,074 | $322K |
| 17 Capital Partners, LLC | 0.24% | Add +23.1% | 1,070 | $321K |
| Patten Group, Inc. | 0.08% | No change | 1,070 | $321K |
| Perennial Investment Advisors, LLC | 0.05% | Add +0.1% | 1,070 | $321K |
| Outlook Wealth Advisors, LLC | 0.10% | Reduce -16.1% | 1,068 | $320K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 1,067 | $320K |
| Fluent Financial, LLC | 0.18% | Add +2.4% | 1,061 | $318K |
| Plancorp, LLC | 0.01% | Reduce -4.0% | 1,042 | $313K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 1,037 | $311K |
| Strategic Advocates LLC | 0.12% | Reduce -19.8% | 1,035 | $311K |
| Level Four Advisory Services, LLC | 0.02% | No change | 1,130 | $309K |
| Wealth Management Associates, Inc. | 0.14% | No change | 1,000 | $309K |
| Davidson Investment Advisors | 0.02% | Reduce -22.4% | 1,025 | $308K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | Add +0.9% | 1,023 | $307K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -1.0% | 1,014 | $304K |
| AlphaMark Advisors, LLC | 0.11% | No change | 1,013 | $304K |
| Biltmore Family Office, LLC | 0.06% | No change | 1,005 | $302K |
| Capital Advisors Wealth Management, LLC | 0.06% | No change | 1,000 | $300K |
| LM Advisors LLC | 0.05% | No change | 1,001 | $300K |
| K.J. Harrison & Partners Inc | 0.05% | No change | 989 | $297K |
| Legacy Capital Group California, Inc. | 0.11% | No change | 987 | $296K |
| Jacobs & Co. | 0.03% | No change | 982 | $294K |
| Members Trust Co | 0.01% | No change | 975 | $293K |
| IFP Advisors, Inc | 0.01% | No change | 958 | $288K |
| Altiora Financial Group, LLC | 0.08% | Add +0.2% | 956 | $287K |
| Fermata Advisors, LLC | 0.06% | Add +12.7% | 939 | $282K |
| Ahl Investment Management, Inc. | 0.22% | No change | 937 | $281K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 924 | $277K |
| Financial Gravity Asset Management, Inc. | 0.08% | Reduce -95.0% | 1,010 | $276K |
| Thomasville National Bank | 0.02% | No change | 919 | $276K |
| AE Wealth Management LLC | 0.00% | Reduce -64.1% | 918 | $275K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -22.5% | 913 | $274K |
| Nwam LLC | 0.02% | New | 908 | $272K |
| Sabal Trust CO | 0.02% | Reduce -0.2% | 893 | $268K |
| Partners in Financial Planning | 0.06% | No change | 891 | $267K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 890 | $267K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.2% | 885 | $266K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -92.2% | 883 | $265K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.07% | New | 877 | $263K |
| Marks Group Wealth Management, Inc | 0.03% | Reduce -25.0% | 870 | $261K |
| First Command Advisory Services, Inc. | 0.00% | No change | 867 | $260K |
| Cim Investment Management Inc. | 0.08% | No change | 859 | $258K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 855 | $257K |
| Strategic Wealth Partners Group, LLC | 0.03% | No change | 850 | $255K |
| RIA Advisory Group LLC | 0.10% | New | 847 | $254K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 839 | $252K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 835 | $251K |
| One Charles Private Wealth Services, LLC | 0.11% | Reduce -1.2% | 833 | $250K |
| Keystone Wealth Services, LLC | 0.08% | Reduce -8.3% | 824 | $247K |
| CFO4Life Group, LLC | 0.04% | No change | 824 | $247K |
| Versant Capital Management, Inc | 0.07% | No change | 817 | $245K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 811 | $243K |
| Campion Asset Management | 0.19% | Reduce -8.9% | 804 | $241K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 800 | $240K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -12.6% | 783 | $235K |
| Frisch Financial Group, Inc. | 0.08% | No change | 783 | $235K |
| Silverlake Wealth Management LLC | 0.12% | No change | 783 | $235K |
| Prosperity Financial Group, Inc. | 0.15% | No change | 783 | $235K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 782 | $235K |
| Union Savings Bank | 0.12% | Reduce -31.4% | 781 | $234K |
| Summit Place Financial Advisors, LLC | 0.14% | No change | 775 | $233K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 767 | $230K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 764 | $230K |
| Salomon & Ludwin, LLC | 0.02% | No change | 766 | $230K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.0% | 763 | $229K |
| Gradient Investments LLC | 0.01% | No change | 763 | $229K |
| Anchor Investment Management, LLC | 0.02% | Add +0.3% | 757 | $227K |
| Cape Ann Savings Bank | 0.14% | No change | 755 | $227K |
| DCM Advisors, LLC | 0.09% | Reduce -39.8% | 755 | $227K |
| RMR Wealth Builders | 0.03% | Add +0.1% | 750 | $225K |
| American Financial Advisors, LLC | 0.03% | Add +0.1% | 744 | $223K |
| GSG Advisors LLC | 0.08% | Reduce -28.0% | 749 | $223K |
| Bordeaux Wealth Advisors LLC | 0.07% | New | 737 | $221K |
| Investmark Advisory Group LLC | 0.12% | No change | 735 | $221K |
| Sapient Capital LLC | 0.00% | Reduce -2.8% | 734 | $220K |
| Auxano Advisors, LLC | 0.06% | No change | 734 | $220K |
| LJI Wealth Management, LLC | 0.06% | New | 729 | $219K |
| Empire Financial Management Company, LLC | 0.07% | New | 725 | $218K |
| Cannon Financial Strategists, Inc. | 0.04% | New | 723 | $217K |
| Meritage Portfolio Management | 0.01% | New | 720 | $216K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -37.5% | 717 | $215K |
| Grant Street Asset Management, Inc. | 0.07% | Reduce -6.2% | 707 | $212K |
| TD Private Client Wealth LLC | 0.01% | Add +33.7% | 706 | $212K |
| Principle Wealth Partners LLC | 0.02% | New | 703 | $211K |
| Acropolis Investment Management, LLC | 0.01% | No change | 700 | $210K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 695 | $209K |
| StoneX Group Inc. | 0.02% | Reduce -6.2% | 694 | $208K |
| Atlantic Union Bankshares Corp | 0.02% | New | 692 | $208K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 725 | $207K |
| Canopy Partners, LLC | 0.10% | New | 682 | $205K |
| Cadence Bank | 0.01% | New | 682 | $205K |
| Meridian Wealth Partners, LLC | 0.04% | New | 681 | $204K |
| Titleist Asset Management, LLC | 0.04% | New | 681 | $204K |
| Naviter Wealth, LLC | 0.03% | New | 680 | $204K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 677 | $203K |
| Parsons Capital Management Inc. | 0.01% | New | 675 | $203K |
| Florida Trust Wealth Management Co | 0.01% | New | 675 | $203K |
| CRA Financial Services, LLC | 0.04% | New | 672 | $202K |
| Signal Advisors Wealth, LLC | 0.05% | New | 670 | $201K |
| Uptick Partners, LLC | 0.15% | New | 667 | $200K |
| AQR Capital Management | 0.00% | New | 667 | $200K |
| Granite FO LLC | 0.11% | No change | 612 | $195K |
| Private Wealth Management Group, LLC | 0.09% | Reduce -13.8% | 645 | $194K |
| Newton One Investments LLC | 0.08% | Add +0.3% | 639 | $192K |
| Sugarloaf Wealth Management, LLC | 0.04% | Add +0.3% | 638 | $191K |
| Pacific Center for Financial Services | 0.05% | No change | 630 | $189K |
| Tompkins Financial Corp. | 0.02% | Reduce -4.9% | 625 | $188K |
| Sandy Spring Bank | 0.01% | No change | 624 | $187K |
| Private Ocean, LLC | 0.02% | No change | 614 | $184K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 605 | $182K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 560 | $168K |
| Albion Financial Group | 0.01% | No change | 558 | $167K |
| Signaturefd, LLC | 0.00% | No change | 555 | $167K |
| MCF Advisors LLC | 0.01% | No change | 550 | $165K |
| Salem Investment Counselors Inc. | 0.01% | No change | 518 | $155K |
| Grove Bank & Trust | 0.03% | No change | 515 | $155K |
| BNP Paribas Financial Markets | 0.00% | Add +0.4% | 514 | $154K |
| Phillips Financial Management, LLC | 0.01% | No change | 489 | $147K |
| Pittenger & Anderson Inc. | 0.01% | No change | 450 | $135K |
| Addison Advisors LLC | 0.05% | Add +14.8% | 443 | $133K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 435 | $131K |
| Parkside Financial Bank & Trust | 0.02% | No change | 419 | $126K |
| Pflug Koory, LLC | 0.01% | No change | 417 | $125K |
| Tsfg, LLC | 0.03% | No change | 400 | $120K |
| Key Financial Inc | 0.03% | Reduce -8.1% | 397 | $119K |
| Howe & Rusling Inc. | 0.01% | Reduce -6.2% | 396 | $119K |
| Abound Wealth Management | 0.04% | No change | 388 | $116K |
| HBC Financial Services, PLLC | 0.08% | Add +0.3% | 401 | $115K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 376 | $113K |
| First Manhattan Co. Llc. | 0.00% | No change | 360 | $108K |
| WealthShield Partners, LLC | 0.02% | Reduce -2.7% | 359 | $108K |
| Optimum Investment Advisors | 0.05% | No change | 355 | $107K |
| CoreCap Advisors, LLC | 0.01% | New | 347 | $104K |
| Front Row Advisors LLC | 0.03% | No change | 300 | $90K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.8% | 297 | $89K |
| NWK Group, Inc. | 0.04% | Reduce -14.1% | 293 | $88K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 290 | $87K |
| Cape Investment Advisory, Inc. | 0.04% | Add +0.3% | 288 | $86K |
| Tower View Wealth Management LLC | 0.05% | Reduce -3.2% | 275 | $82K |
| Mma Asset Management LLC | 0.04% | New | 263 | $79K |
| Concord Wealth Partners | 0.01% | Add +0.4% | 261 | $78K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.4% | 238 | $71K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 226 | $68K |
| Bangor Savings Bank | 0.01% | No change | 225 | $68K |
| Hexagon Capital Partners LLC | 0.01% | No change | 214 | $64K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.4% | 214 | $64K |
| Ballast Advisors LLC | 0.02% | Reduce -0.5% | 207 | $62K |
| Delta Asset Management LLC | 0.01% | Reduce -3.5% | 195 | $59K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 181 | $54K |
| Parallel Advisors, LLC | 0.00% | No change | 176 | $53K |
| Legacies Wealth LLC | 0.05% | No change | 175 | $53K |
| Motco | 0.00% | No change | 175 | $53K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 165 | $50K |
| Silicon Valley Capital Partners | 0.01% | No change | 164 | $49K |
| Avior Wealth Management, LLC | 0.00% | Add +226.0% | 163 | $49K |
| FWL Investment Management, LLC | 0.03% | Add +151.7% | 151 | $45K |
| Tidemark, LLC | 0.02% | No change | 148 | $44K |
| Rothschild Investment LLC | 0.00% | No change | 143 | $43K |
| RFP Financial Group LLC | 0.02% | No change | 141 | $42K |
| Atlantic Private Wealth, LLC | 0.03% | No change | 138 | $41K |
| JNBA Financial Advisors | 0.00% | No change | 123 | $37K |
| EPG Wealth Management LLC | 0.01% | No change | 115 | $35K |
| Horizons Wealth Management | 0.02% | No change | 122 | $33K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 108 | $32K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $31K |
| Truvestments Capital LLC | 0.01% | Reduce -46.6% | 102 | $31K |
| GoalVest Advisory LLC | 0.01% | Reduce -50.0% | 100 | $30K |
| Monetary Management Group Inc. | 0.01% | No change | 100 | $30K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $30K |
| Rain Capital Management, LLC | 0.02% | No change | 100 | $30K |
| Breakwater Investment Management | 0.01% | — | 96 | $29K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $28K |
| Tyler-Stone Wealth Management | 0.01% | No change | 92 | $28K |
| Park Place Capital Corp | 0.01% | No change | 90 | $27K |
| Beacon Capital Management, LLC | 0.01% | No change | 88 | $26K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 81 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 76 | $23K |
| Fernwood Investment Management, LLC | 0.01% | New | 76 | $23K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 75 | $23K |
| Activest Wealth Management | 0.01% | No change | 73 | $22K |
| JDM Financial Group LLC | 0.02% | No change | 73 | $22K |
| Federated Hermes, Inc. | 0.00% | Reduce -99.4% | 57 | $17K |
| Coston, McIsaac & Partners | 0.01% | No change | 59 | $17K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 56 | $17K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 53 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 52 | $16K |
| Northwest Investment Counselors, LLC | 0.00% | New | 51 | $15K |
| CNB Bank | 0.01% | No change | 50 | $15K |
| Financial Perspectives, Inc | 0.01% | No change | 50 | $15K |
| Operose Advisors LLC | 0.01% | No change | 49 | $15K |
| Glassman Wealth Services | 0.00% | No change | 49 | $15K |
| Centennial Bank | 0.01% | No change | 47 | $14K |
| Oakworth Capital, Inc. | 0.00% | New | 44 | $13K |
| National Bank of Canada | 0.00% | No change | 43 | $13K |
| Bfsg, LLC | 0.00% | No change | 40 | $12K |
| Retirement Group, LLC | 0.00% | No change | 38 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 32 | $10K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 30 | $9K |
| Simplex Trading, LLC | 0.00% | Reduce -99.0% | 27 | $8K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 26 | $8K |
| Center for Financial Planning, Inc. | 0.00% | No change | 26 | $8K |
| Blue Trust, Inc. | 0.00% | New | 25 | $8K |
| Trust Co | 0.00% | Reduce -4.3% | 22 | $7K |
| North Star Investment Management Corp. | 0.00% | No change | 19 | $6K |
| Armor Investment Advisors, LLC | 0.00% | No change | 15 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -94.7% | 14 | $4K |
| GW&K Investment Management, LLC | 0.00% | No change | 14 | $4K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -97.0% | 5 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 4 | $1K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -33.3% | 2 | $609 |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.