iShares Russell 3000 ETFIWVETF
13F holders, Q2 2024 (June 30)771holders +14
56new positions
36sold out
5famous investors
$298.44avg. 13F price*
At the end of Q2 2024, 771 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 14 from Q1 2024. 56 opened new positions and 36 sold out. The largest holders were SCS Capital Management LLC ($630.4M), Morgan Stanley ($375.4M) and Northern Trust Corp. ($333.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $54.5M |
| Exits | 36 | $81.6M |
All 13F filers, Q1 2024 → Q2 2024: 2,199,530 shares bought and 797,418 shares sold, net +1,402,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 771 holders
| SCS Capital Management LLC | 13.20% | Reduce -1.4% | 2,042,333 | $630.4M |
| Morgan Stanley | 0.03% | Reduce -0.1% | 1,216,222 | $375.4M |
| Northern Trust Corp. | 0.06% | Add +1.9% | 1,078,799 | $333.0M |
| BlackRock Inc. | 0.01% | Add +7.9% | 1,033,687 | $319.1M |
| Bank of America Corp. | 0.03% | Add +0.0% | 933,185 | $288.0M |
| Goldman Sachs Group Inc. | 0.04% | Add +10.8% | 729,204 | $225.1M |
| Bank of New York Mellon Corp | 0.04% | Reduce -0.9% | 721,475 | $222.7M |
| Focus Partners Wealth | 0.63% | Add +100.7% | 607,732 | $187.6M |
| UNC Management Company, Inc. | 99.97% | Add +42.6% | 572,030 | $176.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -15.1% | 529,756 | $163.5M |
| Pitcairn Co. | 9.77% | Reduce -3.0% | 518,380 | $160.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.4% | 463,449 | $143.1M |
| LPL Financial LLC | 0.07% | Add +3.5% | 455,343 | $140.6M |
| UBS Group AG | 0.04% | Reduce -0.1% | 451,778 | $139.5M |
| Evensky & Katz LLC | 8.49% | Reduce -2.2% | 395,212 | $122.0M |
| PNC Financial Services Group, Inc. | 0.07% | Add +11.6% | 326,689 | $100.8M |
| HighTower Advisors, LLC | 0.15% | Reduce -1.0% | 314,007 | $96.9M |
| Sentinel Trust Co. Lba | 11.18% | Add +5.7% | 294,682 | $91.0M |
| TLWM | 19.78% | Add +0.9% | 290,276 | $89.6M |
| Pegasus Partners Ltd. | 7.66% | Add +0.1% | 246,155 | $76.0M |
| Captrust Financial Advisors | 0.24% | Add +17.2% | 240,604 | $74.3M |
| Corient Private Wealth LP | 0.11% | Add +7.8% | 210,366 | $64.9M |
| Family Firm, Inc. | 14.12% | Add +313.6% | 856,336 | $63.3M |
| Blair William & Co. | 0.19% | Reduce -2.4% | 195,350 | $60.3M |
| Waverly Advisors, LLC | 1.14% | Reduce -0.6% | 188,450 | $58.2M |
| AlphaCore Capital LLC | 13.75% | Reduce -3.5% | 184,127 | $56.8M |
| GM Advisory Group, LLC | 3.52% | Add +5.7% | 176,842 | $54.6M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -3.5% | 173,808 | $53.6M |
| Proficio Capital Partners LLC | 5.62% | Reduce -1.8% | 173,516 | $53.6M |
| Bessemer Group Inc. | 0.09% | No change | 173,390 | $53.5M |
| Wells Fargo & Company | 0.01% | Reduce -5.6% | 171,995 | $53.1M |
| Ballentine Partners, LLC | 0.96% | Reduce -0.8% | 168,793 | $52.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.0% | 160,720 | $49.6M |
| Calamos Wealth Management LLC | 2.69% | Add +3.1% | 160,388 | $49.5M |
| Davis R M Inc. | 1.00% | No change | 160,272 | $49.5M |
| Bank of Nova Scotia | 0.10% | No change | 159,700 | $49.3M |
| Commerce Bank | 0.32% | Reduce -0.1% | 158,493 | $48.9M |
| Stephens Inc. | 0.74% | Add +1.5% | 157,049 | $48.5M |
| Franklin Resources Inc. | 0.01% | Reduce -5.5% | 136,768 | $42.2M |
| Cerity Partners LLC | 0.11% | Add +6.2% | 128,750 | $39.7M |
| Mill Creek Capital Advisors, LLC | 0.99% | Add +2.0% | 126,441 | $39.0M |
| Wind River Trust Co | 15.61% | No change | 124,692 | $38.5M |
| New York State Common Retirement Fund | 0.05% | Reduce -20.6% | 123,146 | $38.0M |
| Portfolio Strategies, Inc. | 5.13% | Reduce -0.7% | 121,921 | $37.6M |
| Cresset Asset Management, LLC | 0.16% | Add +15.5% | 121,123 | $37.4M |
| Bank of Montreal | 0.01% | Reduce -2.6% | 119,597 | $37.0M |
| Tiaa Trust, National Association | 0.11% | Reduce -24.5% | 118,537 | $36.6M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -4.6% | 117,827 | $36.4M |
| Osaic Holdings, Inc. | 0.08% | Add +6.9% | 112,669 | $34.8M |
| Geneos Wealth Management Inc. | 1.46% | Reduce -3.3% | 106,876 | $33.0M |
| Caprock Group, LLC | 1.33% | Add +4.7% | 105,917 | $32.7M |
| Hantz Financial Services, Inc. | 0.62% | Reduce -0.4% | 104,245 | $32.2M |
| Royal Bank of Canada | 0.01% | Add +7.5% | 102,776 | $31.7M |
| Jones Financial Companies LLLP | 0.04% | Reduce -17.9% | 101,848 | $31.4M |
| Tanglewood Wealth Management, Inc. | 3.81% | Reduce -7.1% | 99,410 | $30.7M |
| Comerica Bank | 0.13% | Add +21.5% | 99,243 | $30.6M |
| Waldron Private Wealth LLC | 1.32% | Reduce -1.6% | 95,766 | $29.6M |
| Clearstead Advisors, LLC | 0.49% | Add +4.7% | 93,900 | $29.0M |
| NSI Retail Advisors, LLC | 5.06% | No change | 93,400 | $28.8M |
| CSM Advisors, LLC | 2.04% | No change | 93,400 | $28.8M |
| Provenance Wealth Advisors, LLC | 3.95% | Reduce -1.6% | 91,552 | $28.3M |
| US Bancorp \de | 0.04% | Add +0.2% | 91,418 | $28.2M |
| Great Diamond Partners, LLC | 6.46% | Reduce -3.7% | 89,080 | $27.5M |
| Brighton Jones LLC | 0.88% | Reduce -1.2% | 85,976 | $26.5M |
| HB Wealth Management, LLC | 0.31% | Add +0.3% | 85,616 | $26.4M |
| Ieq Capital, LLC | 0.35% | Reduce -0.5% | 84,176 | $26.0M |
| Christopher J. Hasenberg, Inc | 11.45% | Add +19.5% | 81,860 | $25.3M |
| Fifth Third Bancorp | 0.09% | Reduce -5.5% | 76,955 | $23.8M |
| Mariner, LLC | 0.05% | Reduce -2.1% | 75,465 | $23.3M |
| FFT Wealth Management LLC | 2.06% | Add +3.2% | 75,405 | $23.3M |
| Brooklyn FI, LLC | 8.87% | Add +1.7% | 73,545 | $22.7M |
| Embree Financial Group | 4.34% | Reduce -4.3% | 73,197 | $22.6M |
| Trajan Wealth LLC | 1.43% | Reduce -3.2% | 72,186 | $22.3M |
| Stairway Partners, LLC | 1.73% | Reduce -3.5% | 71,158 | $22.0M |
| Nations Financial Group Inc, /Ia/ | 1.78% | Add +0.3% | 70,693 | $21.8M |
| Savant Capital, LLC | 0.22% | Add +4.8% | 70,561 | $21.8M |
| Rockefeller Capital Management L.P. | 0.06% | Add +1.1% | 67,048 | $20.7M |
| Cetera Investment Advisers | 0.05% | Reduce -0.6% | 66,505 | $20.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -5.3% | 64,401 | $19.9M |
| Johnson Investment Counsel Inc. | 0.20% | Add +0.2% | 62,017 | $19.1M |
| Truepoint, Inc. | 0.54% | Reduce -0.1% | 61,683 | $19.0M |
| Brookstone Capital Management | 0.31% | Reduce -29.2% | 58,386 | $18.5M |
| Compass Financial Group, Inc. | 9.16% | Reduce -0.5% | 58,632 | $18.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.43% | Add +0.2% | 56,121 | $17.3M |
| Wealthstream Advisors, Inc. | 6.17% | No change | 54,610 | $16.9M |
| Diversified Portfolios, Inc. | 2.20% | Reduce -0.8% | 54,072 | $16.7M |
| Avantax Advisory Services, Inc. | 0.12% | Add +2025.3% | 52,282 | $16.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -3.7% | 52,200 | $16.1M |
| FMR LLC | 0.00% | Add +9.7% | 51,740 | $16.0M |
| CHURCHILL MANAGEMENT Corp | 0.19% | Add +0.2% | 51,597 | $15.9M |
| O'Brien Wealth Partners LLC | 3.58% | Reduce -1.5% | 51,535 | $15.9M |
| Buckingham Strategic Wealth, LLC | 0.16% | Reduce -0.7% | 51,500 | $15.9M |
| Truist Financial Corp. | 0.02% | Reduce -1.0% | 49,774 | $15.4M |
| Balentine LLC | 0.68% | No change | 48,692 | $15.0M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -6.2% | 48,431 | $14.9M |
| Wealthspire Advisors, LLC | 0.19% | Add +0.4% | 47,240 | $14.6M |
| Citizens Financial Group Inc. | 0.32% | Add +237.0% | 46,706 | $14.4M |
| AlTi Global, Inc. | 0.37% | Reduce -1.3% | 44,426 | $13.7M |
| Crestwood Advisors Group, LLC | 0.28% | New | 43,279 | $13.4M |
| First Horizon Advisors, Inc. | 0.40% | Add +2.2% | 42,644 | $13.2M |
| Hanover Advisors Inc. | 5.63% | Reduce -10.0% | 41,086 | $12.7M |
| Moss Adams Wealth Advisors LLC | 1.75% | Reduce -2.0% | 40,825 | $12.6M |
| Brown Advisory Inc. | 0.02% | Add +0.7% | 40,798 | $12.6M |
| Tanager Wealth Management LLP | 1.84% | Reduce -5.9% | 39,986 | $12.3M |
| UMB Bank, n.a. | 0.20% | Add +1.6% | 39,238 | $12.1M |
| First National Trust Co | 0.50% | Reduce -4.0% | 38,984 | $12.0M |
| Ipswich Investment Management Co., Inc. | 2.69% | Reduce -0.9% | 37,287 | $11.5M |
| Roble, Belko & Company, Inc | 1.92% | Reduce -0.0% | 37,236 | $11.5M |
| Rhumbline Advisers | 0.01% | Add +59.4% | 37,215 | $11.5M |
| JFS Wealth Advisors, LLC | 0.89% | Reduce -3.2% | 36,736 | $11.3M |
| Conservest Capital Advisors, Inc. | 1.19% | No change | 36,791 | $11.0M |
| Creative Planning | 0.01% | Reduce -1.2% | 35,677 | $11.0M |
| Citigroup Inc. | 0.01% | Add +5.0% | 35,512 | $11.0M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -1.9% | 35,388 | $10.9M |
| Allen Investment Management, LLC | 0.13% | No change | 35,383 | $10.9M |
| Regis Management CO LLC | 3.29% | No change | 35,325 | $10.9M |
| Partners Capital Investment Group, LLP | 0.18% | Add +501.0% | 35,208 | $10.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -16.4% | 35,121 | $10.8M |
| Cwm, LLC | 0.05% | Reduce -1.1% | 35,009 | $10.8M |
| BigSur Wealth Management LLC | 3.31% | No change | 35,000 | $10.8M |
| Whittier Trust Co. of Nevada Inc. | 0.30% | No change | 34,903 | $10.8M |
| Lido Advisors, LLC | 0.09% | Reduce -0.4% | 34,439 | $10.6M |
| Epiq Partners, LLC | 6.97% | Add +12.5% | 33,362 | $10.3M |
| LGL Partners, LLC | 1.50% | Add +0.3% | 33,201 | $10.2M |
| M&T Bank Corp | 0.03% | Reduce -0.9% | 32,790 | $10.1M |
| Strategic Equity Management | 6.24% | Add +26.7% | 31,043 | $9.6M |
| Fund Evaluation Group, LLC | 0.59% | Add +14.3% | 30,928 | $9.5M |
| Glenmede Trust Co. NA | 0.05% | Reduce -1.5% | 29,959 | $9.2M |
| Silvercrest Asset Management Group LLC | 0.06% | Reduce -16.9% | 29,400 | $9.1M |
| jvl associates llc | 3.60% | No change | 29,127 | $9.0M |
| Intelligence Driven Advisers, LLC | 1.17% | Reduce -5.8% | 26,810 | $8.3M |
| Forte Asset Management LLC | 4.86% | Add +2.0% | 26,696 | $8.2M |
| Aspiriant, LLC | 0.33% | Reduce -0.3% | 26,362 | $8.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 25,655 | $7.9M |
| MML Investors Services, LLC | 0.03% | Reduce -16.0% | 24,818 | $7.7M |
| Vanguard Group Inc. | 0.00% | Reduce -1.2% | 24,798 | $7.7M |
| Raymond James & Associates | 0.01% | Reduce -11.0% | 24,723 | $7.6M |
| Pathstone Holdings, LLC | 0.03% | Add +24.2% | 24,592 | $7.6M |
| Humankind Investments LLC | 2.01% | No change | 24,570 | $7.6M |
| Fiduciary Trust Co | 0.11% | Reduce -0.3% | 24,292 | $7.5M |
| Running Point Capital Advisors, LLC | 2.94% | Reduce -0.0% | 23,003 | $7.1M |
| St. Louis Trust Co | 1.08% | Add +0.1% | 22,882 | $7.1M |
| Norris Perne & French LLP | 0.51% | No change | 22,870 | $7.1M |
| Victory Capital Management Inc. | 0.01% | Add +40.2% | 22,844 | $7.1M |
| Jordan Park Group LLC | 0.54% | Reduce -6.7% | 22,779 | $7.0M |
| LCNB Corp. | 2.62% | Reduce -1.8% | 22,708 | $7.0M |
| Chartwell Investment Partners, LLC | 0.24% | Add +22.4% | 22,631 | $7.0M |
| Circle Wealth Management, LLC | 0.16% | No change | 22,119 | $6.8M |
| Midwest Professional Planners, LTD. | 2.24% | Add +58.7% | 21,739 | $6.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.31% | Reduce -4.4% | 21,457 | $6.6M |
| Halbert Hargrove Global Advisors, LLC | 0.39% | Reduce -15.4% | 21,329 | $6.6M |
| Legacy Trust | 1.63% | Add +0.2% | 21,292 | $6.6M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -0.9% | 20,759 | $6.4M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -0.9% | 20,759 | $6.4M |
| Advisory Services Network, LLC | 0.13% | Add +89.6% | 20,639 | $6.4M |
| Sheridan Capital Management, LLC | 4.70% | Reduce -0.8% | 20,461 | $6.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -7.0% | 20,091 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Add +0.7% | 20,389 | $6.3M |
| Stifel Financial Corp. | 0.01% | Add +5.0% | 19,737 | $6.1M |
| Whittier Trust Co. | 0.08% | Reduce -1.1% | 19,345 | $6.0M |
| West Paces Advisors Inc. | 1.54% | Add +1393.7% | 19,149 | $5.9M |
| One Day In July LLC | 0.73% | Add +5.2% | 18,992 | $5.9M |
| Winthrop Advisory Group LLC | 0.79% | Add +0.5% | 18,942 | $5.8M |
| Rebalance, LLC | 0.47% | No change | 18,736 | $5.8M |
| Triune Financial Partners, LLC | 1.98% | Add +0.3% | 18,716 | $5.8M |
| Levy Wealth Management Group, LLC | 1.45% | Add +0.1% | 18,402 | $5.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -11.6% | 18,108 | $5.6M |
| Cedar Wealth Management, LLC | 1.81% | Add +1.6% | 18,018 | $5.6M |
| Moneywise, Inc. | 2.88% | Add +73.5% | 17,603 | $5.4M |
| BTC Capital Management, Inc. | 0.50% | No change | 17,567 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.7% | 17,261 | $5.3M |
| William Howard & Co Financial Advisors Inc | 4.90% | Reduce -4.5% | 17,171 | $5.3M |
| Citadel Advisors | 0.01% | Add +266.5% | 17,140 | $5.3M |
| Mission Wealth Management, LP | 0.14% | Add +0.3% | 16,984 | $5.2M |
| Chicago Partners Investment Group LLC | 0.20% | Add +0.2% | 16,901 | $5.2M |
| Strategic Investment Management, LLC | 5.49% | No change | 16,400 | $5.1M |
| Gilbert & Cook, Inc. | 0.75% | Add +0.1% | 16,531 | $5.1M |
| Financial Council, LLC | 2.74% | Reduce -6.3% | 15,891 | $4.9M |
| Ascent Wealth Partners, LLC | 0.72% | Reduce -0.3% | 15,878 | $4.9M |
| MPS Loria Financial Planners, LLC | 1.58% | Reduce -0.4% | 15,855 | $4.9M |
| Geller Advisors LLC | 0.35% | Reduce -36.1% | 15,385 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +23.5% | 15,121 | $4.7M |
| Summit Trail Advisors, LLC | 0.12% | No change | 15,063 | $4.6M |
| Aquire Wealth Advisors, LLC | 1.56% | Reduce -0.4% | 15,008 | $4.6M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -1.1% | 14,912 | $4.6M |
| Cozad Asset Management Inc. | 0.45% | No change | 14,559 | $4.5M |
| Wbi Investments, LLC | 1.08% | Add +0.5% | 14,399 | $4.4M |
| Valeo Financial Advisors, LLC | 0.14% | Reduce -1.7% | 14,295 | $4.4M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +0.1% | 14,187 | $4.4M |
| Lutz Financial Services LLC | 0.38% | Reduce -7.2% | 14,150 | $4.4M |
| Cambridge Associates LLC /Ma/ | 0.20% | No change | 14,063 | $4.3M |
| Simmons Bank | 0.33% | Reduce -6.6% | 14,063 | $4.3M |
| Blue Fin Capital, Inc. | 0.83% | Reduce -1.3% | 13,481 | $4.2M |
| First Heartland Consultants, Inc. | 0.41% | Reduce -3.6% | 13,314 | $4.1M |
| Greenline Partners, LLC | 0.62% | No change | 13,244 | $4.1M |
| Chesapeake Wealth Management | 1.48% | Reduce -26.7% | 13,194 | $4.1M |
| Cassady Schiller Wealth Management, LLC | 1.63% | Reduce -1.9% | 13,004 | $4.0M |
| Edge Capital Group, LLC | 0.19% | Reduce -0.3% | 12,825 | $4.0M |
| First Hawaiian Bank | 0.13% | Add +6.7% | 12,781 | $3.9M |
| Twin Focus Capital Partners, LLC | 0.62% | Reduce -3.1% | 12,526 | $3.9M |
| Country Club Bank | 0.27% | Reduce -1.3% | 12,387 | $3.8M |
| Fiducient Advisors LLC | 0.53% | New | 12,411 | $3.8M |
| Prudential Financial Inc. | 0.01% | Add +13.9% | 12,201 | $3.8M |
| Castle Rock Wealth Management, LLC | 0.94% | Add +5.5% | 12,163 | $3.8M |
| Simon Quick Advisors, LLC | 0.27% | Add +0.2% | 12,183 | $3.8M |
| Wilmington Savings Fund Society, FSB | 0.14% | No change | 11,513 | $3.6M |
| Lindbrook Capital, LLC | 0.32% | Reduce -10.0% | 11,063 | $3.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | No change | 11,006 | $3.4M |
| JMG Financial Group, Ltd. | 0.13% | No change | 10,915 | $3.4M |
| Zhang Financial LLC | 0.23% | Add +0.0% | 10,862 | $3.4M |
| Aries Wealth Management | 1.05% | No change | 10,833 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +0.6% | 10,749 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +35.2% | 10,750 | $3.3M |
| S&co Inc. | 0.23% | New | 10,647 | $3.3M |
| Fsa Wealth Partners, Inc. | 0.90% | Reduce -52.9% | 10,633 | $3.3M |
| Old Mission Capital LLC | 0.09% | New | 10,600 | $3.3M |
| Curi Capital, LLC | 0.08% | Add +25.7% | 10,502 | $3.2M |
| Sowell Financial Services LLC | 0.15% | New | 10,404 | $3.2M |
| Certuity, LLC | 0.25% | Add +0.2% | 10,305 | $3.2M |
| Sand Hill Global Advisors, LLC | 0.14% | Reduce -4.1% | 10,161 | $3.1M |
| Tolleson Wealth Management, Inc. | 0.62% | No change | 10,140 | $3.1M |
| WASHINGTON TRUST Co | 0.11% | Add +0.1% | 10,083 | $3.1M |
| Sax Wealth Advisors, LLC | 0.29% | Reduce -2.4% | 10,023 | $3.1M |
| Wealthcare Capital Management LLC | 0.33% | No change | 9,991 | $3.1M |
| Private Capital Management LLC | 0.59% | Reduce -0.2% | 9,680 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | Add +56.1% | 9,603 | $3.0M |
| Alesco Advisors, LLC, An ESL Co | 0.10% | Add +0.1% | 9,567 | $3.0M |
| Integrated Advisors Network LLC | 0.15% | Reduce -1.1% | 9,431 | $2.9M |
| Fort Washington Investment Advisors Inc. | 0.02% | Reduce -0.2% | 9,419 | $2.9M |
| Institute for Wealth Management, LLC. | 0.39% | No change | 9,363 | $2.9M |
| Family Asset Management, LLC | 1.85% | No change | 9,295 | $2.9M |
| Lakeshore Financial Planning, Inc. | 1.40% | No change | 9,280 | $2.9M |
| Boston Financial Mangement LLC | 0.09% | Add +32.5% | 9,169 | $2.8M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +2.5% | 9,159 | $2.8M |
| Matrix Private Capital Group LLC | 1.77% | No change | 9,117 | $2.8M |
| Equitable Holdings, Inc. | 0.03% | Add +12.2% | 9,068 | $2.8M |
| City Holding Co. | 0.41% | Reduce -4.1% | 9,046 | $2.8M |
| Ironwood Investment Management LLC | 1.49% | Add +3.2% | 9,041 | $2.8M |
| FWG Holdings, LLC | 1.39% | Add +1.5% | 8,787 | $2.8M |
| BOK Financial Private Wealth, Inc. | 0.20% | No change | 8,779 | $2.7M |
| Wedmont Private Capital | 0.17% | Add +0.2% | 8,432 | $2.7M |
| 9258 Wealth Management, LLC | 0.40% | Reduce -1.1% | 8,368 | $2.6M |
| Cahill Financial Advisors Inc. | 0.35% | Add +0.2% | 8,335 | $2.6M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.46% | No change | 8,334 | $2.6M |
| Keybank National Association | 0.01% | Add +1.3% | 8,255 | $2.5M |
| First National Bank of Omaha | 0.16% | Add +0.9% | 7,970 | $2.5M |
| Fonville Wealth Management LLC | 0.97% | Reduce -2.3% | 7,968 | $2.5M |
| Estate Counselors, LLC | 0.27% | Add +0.5% | 7,900 | $2.4M |
| Planning Alternatives Ltd. | 0.39% | Reduce -0.7% | 7,770 | $2.4M |
| Zacks Investment Management | 0.03% | Add +21.5% | 7,722 | $2.4M |
| Saxon Interests, Inc. | 1.12% | Reduce -9.5% | 7,623 | $2.4M |
| HRT Financial LP | 0.01% | Add +115.1% | 7,600 | $2.3M |
| Flputnam Investment Management Co. | 0.04% | Reduce -1.8% | 7,596 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -11.0% | 7,578 | $2.3M |
| Renaissance Technologies | 0.00% | Reduce -22.7% | 7,500 | $2.3M |
| Renasant Bank | 1.56% | No change | 7,326 | $2.3M |
| Heritage Financial Services, LLC | 0.31% | No change | 6,981 | $2.2M |
| Lokken Investment Group LLC | 1.01% | Add +0.5% | 6,977 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 6,847 | $2.1M |
| Meridian Financial Partners LLC | 1.24% | New | 6,635 | $2.1M |
| Waypoint Capital Advisors, LLC | 0.52% | No change | 6,700 | $2.1M |
| Dakota Wealth Management | 0.05% | No change | 6,688 | $2.1M |
| Synovus Financial Corp. | 0.03% | Reduce -3.1% | 6,684 | $2.1M |
| Hoylecohen, LLC | 0.15% | Reduce -0.4% | 6,575 | $2.0M |
| Quadrature Capital Ltd | 0.03% | Add +166.8% | 6,552 | $2.0M |
| Dunhill Financial, LLC | 1.25% | Add +0.6% | 6,543 | $2.0M |
| Apella Capital, LLC | 0.09% | Reduce -0.5% | 6,422 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +113.7% | 6,472 | $2.0M |
| Modera Wealth Management, LLC | 0.03% | Reduce -8.9% | 6,469 | $2.0M |
| HSBC Holdings PLC | 0.00% | Add +95.8% | 6,285 | $1.9M |
| Oxford Financial Group, LTD. LLC | 0.12% | Reduce -12.2% | 6,122 | $1.9M |
| Independence Bank of Kentucky | 0.50% | Reduce -5.0% | 6,088 | $1.9M |
| Cohen Capital Management, Inc. | 0.32% | No change | 6,087 | $1.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.27% | No change | 5,903 | $1.8M |
| MAI Capital Management | 0.02% | Add +0.1% | 5,873 | $1.8M |
| Manchester Capital Management LLC | 0.22% | No change | 5,868 | $1.8M |
| Ledyard National Bank | 0.18% | Reduce -0.3% | 5,867 | $1.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -6.7% | 5,805 | $1.8M |
| Wealth Architects, LLC | 0.22% | Reduce -3.1% | 5,705 | $1.8M |
| Silvia McColl Wealth Management, LLC | 1.44% | Reduce -0.3% | 5,626 | $1.7M |
| Nvest Financial, LLC | 1.06% | Add +0.3% | 5,611 | $1.7M |
| CENTRAL TRUST Co | 0.04% | Reduce -2.8% | 5,564 | $1.7M |
| Vertex Planning Partners, LLC | 0.44% | Reduce -3.1% | 5,540 | $1.7M |
| Verum Partners LLC | 0.55% | No change | 5,539 | $1.7M |
| Beacon Financial Group | 0.19% | Reduce -0.6% | 5,493 | $1.7M |
| GTS Securities LLC | 0.03% | New | 5,396 | $1.7M |
| Tudor Investment Corporation | 0.02% | New | 5,387 | $1.7M |
| New England Private Wealth Advisors LLC | 0.29% | Add +0.3% | 5,348 | $1.7M |
| Portland Global Advisors LLC | 0.22% | No change | 5,295 | $1.6M |
| ETF Portfolio Partners, Inc. | 0.51% | Add +0.8% | 5,277 | $1.6M |
| Aptus Capital Advisors, LLC | 0.03% | No change | 5,250 | $1.6M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Add +2.7% | 5,245 | $1.6M |
| High Probability Advisors, LLC | 0.29% | Reduce -2.8% | 5,180 | $1.6M |
| KilterHowling LLC | 1.08% | Add +0.3% | 5,157 | $1.6M |
| Townsquare Capital LLC | 0.02% | Add +7.0% | 5,060 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Reduce -7.1% | 5,052 | $1.6M |
| Manchester Financial Inc. | 0.38% | Reduce -3.7% | 5,051 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.1% | 5,030 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -0.2% | 5,017 | $1.5M |
| Sterling Financial Group, Inc. | 0.70% | No change | 5,000 | $1.5M |
| Strategic Blueprint, LLC | 0.10% | Add +0.8% | 4,983 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -5.4% | 4,957 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -14.8% | 4,854 | $1.5M |
| Berkshire Asset Management LLC | 0.07% | Add +19.9% | 4,816 | $1.5M |
| GC Wealth Management RIA, LLC | 0.29% | No change | 4,809 | $1.5M |
| Graves Light Lenhart Wealth, Inc. | 0.17% | No change | 4,776 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | — | 5,058 | $1.5M |
| Crescent Grove Advisors, LLC | 0.16% | New | 4,748 | $1.5M |
| Guardian Wealth Advisors, LLC / NC | 0.17% | No change | 4,747 | $1.5M |
| GeoWealth Management, LLC | 0.06% | No change | 4,718 | $1.5M |
| Pinnacle Financial Partners Inc | 0.03% | No change | 4,835 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.7% | 4,683 | $1.4M |
| Lowe Wealth Advisors, LLC | 0.65% | Reduce -4.2% | 4,616 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -0.3% | 4,597 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +0.0% | 4,565 | $1.4M |
| IHT Wealth Management, LLC | 0.05% | Reduce -0.5% | 4,557 | $1.4M |
| Motive Wealth Advisors | 0.84% | No change | 4,544 | $1.4M |
| BIP Wealth, LLC | 0.11% | Reduce -0.0% | 4,529 | $1.4M |
| Chesley Taft & Associates LLC | 0.07% | Reduce -1.6% | 4,523 | $1.4M |
| CVA Family Office, LLC | 0.24% | No change | 4,400 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -1.0% | 4,393 | $1.4M |
| Evercore Wealth Management, LLC | 0.02% | No change | 4,342 | $1.3M |
| Tennessee Valley Asset Management Partners | 0.25% | New | 4,249 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 4,175 | $1.3M |
| Journey Strategic Wealth LLC | 0.05% | Add +14.4% | 4,154 | $1.3M |
| Asset Dedication, LLC | 0.09% | No change | 4,150 | $1.3M |
| Financial Counselors Inc. | 0.02% | Reduce -2.4% | 4,149 | $1.3M |
| SpiderRock Advisors, LLC | 0.03% | Add +163.2% | 4,061 | $1.3M |
| Sensible Money, LLC | 0.61% | 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 |
| Stonegate Investment Group, LLC | 0.04% | No change | 4,006 | $1.2M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -4.1% | 3,992 | $1.2M |
| Simplicity Wealth,LLC | 0.03% | Reduce -4.1% | 3,992 | $1.2M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Add +0.1% | 3,899 | $1.2M |
| Abacus Planning Group, Inc. | 0.23% | No change | 3,882 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.21% | New | 3,856 | $1.2M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -0.9% | 3,797 | $1.2M |
| Independent Financial Group, LLC | 0.05% | Reduce -7.4% | 3,789 | $1.2M |
| Mutual Advisors, LLC | 0.04% | Reduce -13.3% | 3,747 | $1.2M |
| waypoint wealth counsel | 0.89% | Add +0.3% | 3,763 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Add +15.4% | 3,754 | $1.2M |
| Canandaigua National Bank & Trust Co. | 0.13% | New | 3,753 | $1.2M |
| Alera Investment Advisors, LLC | 0.14% | No change | 3,698 | $1.1M |
| Agilis Partners LLC | 0.34% | Reduce -7.6% | 3,664 | $1.1M |
| Ground Swell Capital, LLC | 1.08% | New | 3,632 | $1.1M |
| Hollencrest Capital Management | 0.05% | No change | 3,596 | $1.1M |
| Ironwood Wealth Management, LLC. | 0.36% | Reduce -6.5% | 3,586 | $1.1M |
| Retirement Planning Group, LLC | 0.07% | No change | 3,577 | $1.1M |
| Firestone Capital Management | 0.30% | Add +0.1% | 3,563 | $1.1M |
| Symphony Financial, Ltd. Co. | 0.20% | No change | 3,533 | $1.1M |
| USA Financial Formulas | 0.18% | Reduce -12.1% | 3,526 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +3.5% | 3,513 | $1.1M |
| AQR Capital Management | 0.00% | Add +425.8% | 3,507 | $1.1M |
| Stokes Family Office, LLC | 0.13% | No change | 3,500 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 3,500 | $1.1M |
| Xponance LLC | 0.01% | Reduce -34.2% | 3,470 | $1.1M |
| First Interstate Bank | 0.07% | Reduce -0.9% | 3,449 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -2.7% | 3,431 | $1.1M |
| Capital Analysts, LLC | 0.05% | No change | 3,426 | $1.1M |
| Kovack Advisors, Inc. | 0.12% | Reduce -3.5% | 3,421 | $1.1M |
| Cahaba Wealth Management, Inc. | 0.09% | Add +0.3% | 3,372 | $1.0M |
| Fort Sheridan Advisors LLC | 0.17% | No change | 3,363 | $1.0M |
| SkyOak Wealth, LLC | 0.24% | Add +2.8% | 3,327 | $1.0M |
| XML Financial, LLC | 0.10% | Add +1.3% | 3,315 | $1.0M |
| Sonata Capital Group Inc. | 0.52% | No change | 3,300 | $1.0M |
| Graypoint LLC | 0.07% | Add +0.0% | 3,267 | $1.0M |
| Hall Laurie J Trustee | 0.35% | No change | 3,231 | $997K |
| Smith Salley Wealth Management | 0.07% | Reduce -4.8% | 3,187 | $984K |
| Keb Asset Management, LLC | 0.33% | No change | 3,169 | $978K |
| GHP Investment Advisors, Inc. | 0.05% | Add +0.0% | 3,165 | $977K |
| Wedbush Securities Inc. | 0.03% | Reduce -2.9% | 3,159 | $975K |
| Planning Capital Management Corp | 0.69% | Reduce -1.0% | 3,154 | $974K |
| Visionary Wealth Advisors | 0.06% | Add +0.3% | 3,152 | $973K |
| LWM Advisory Services, LLC | 0.82% | Add +4.6% | 3,146 | $971K |
| Optivise Advisory Services LLC | 0.52% | — | 3,138 | $969K |
| Avestar Capital, LLC | 0.11% | No change | 3,128 | $966K |
| World Investment Advisors | 0.06% | Add +1.7% | 3,112 | $961K |
| Parcion Private Wealth LLC | 0.09% | No change | 3,110 | $960K |
| E&G Advisors, LLC | 0.27% | New | 3,002 | $927K |
| Rwa Wealth Partners, LLC | 0.01% | New | 2,975 | $918K |
| Beaumont Asset Management, L.L.C. | 0.59% | No change | 2,970 | $917K |
| Greenwood Capital Associates LLC | 0.12% | Reduce -1.4% | 2,948 | $910K |
| Condor Capital Management | 0.09% | No change | 2,936 | $906K |
| Red Spruce Capital, LLC | 0.42% | Reduce -53.3% | 2,907 | $897K |
| First National Corp. /Ma/ | 0.21% | No change | 2,902 | $896K |
| Fifth Third Wealth Advisors LLC | 0.07% | Add +33.1% | 2,899 | $895K |
| W Advisors, LLC | 0.58% | Add +0.1% | 2,884 | $890K |
| Choreo, LLC | 0.01% | Add +4.0% | 2,864 | $886K |
| CW Advisors, LLC | 0.01% | New | 2,848 | $879K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 2,832 | $874K |
| Ellis Investment Partners, LLC | 0.18% | Add +0.1% | 2,830 | $873K |
| Prosperity Planning, Inc. | 0.30% | No change | 2,823 | $871K |
| Affinity Capital Advisors, LLC | 0.18% | Reduce -33.8% | 2,808 | $867K |
| Valmark Advisers, Inc. | 0.01% | No change | 2,802 | $865K |
| Jackson Wealth Management, LLC | 0.19% | No change | 2,801 | $865K |
| Old Mission Investment Co LLC | 0.28% | No change | 2,800 | $864K |
| Well Done, LLC | 0.18% | Add +134.2% | 2,782 | $859K |
| IFG Advisory, LLC | 0.06% | New | 2,773 | $856K |
| Glenview Trust Co | 0.02% | Reduce -1.1% | 2,771 | $855K |
| Armbruster Capital Management, Inc. | 0.18% | Reduce -0.8% | 2,770 | $855K |
| Camden National Bank | 0.13% | Add +98.9% | 2,765 | $853K |
| Aprio Wealth Management, LLC | 0.15% | No change | 2,729 | $842K |
| Spinnaker Trust | 0.05% | No change | 2,695 | $832K |
| Coyle Financial Counsel LLC | 0.30% | No change | 2,758 | $828K |
| Wealth Management Partners, LLC | 0.40% | Reduce -1.1% | 2,674 | $825K |
| Strategic Family Wealth Counselors, L.L.C. | 0.31% | No change | 2,674 | $825K |
| Punch & Associates Investment Management, Inc. | 0.05% | Add +20.4% | 2,674 | $825K |
| Blue Edge Capital, LLC | 0.14% | No change | 2,657 | $820K |
| Ameritas Advisory Services, LLC | 0.03% | New | 2,651 | $818K |
| Empower Advisory Group, LLC | 0.00% | Reduce -16.2% | 2,645 | $816K |
| Soltis Investment Advisors LLC | 0.09% | New | 2,643 | $816K |
| Asset Allocation & Management Company, LLC | 0.54% | No change | 2,641 | $815K |
| Mason & Associates Inc | 0.21% | Reduce -1.1% | 2,618 | $808K |
| Smartleaf Asset Management LLC | 0.13% | Reduce -7.3% | 2,531 | $785K |
| Outlook Wealth Advisors, LLC | 0.24% | No change | 1,068 | $783K |
| CM Wealth Advisors LLC | 0.37% | Add +21.0% | 2,528 | $780K |
| Betterment LLC | 0.00% | Reduce -17.4% | 2,492 | $769K |
| Millennium Management | 0.00% | New | 2,470 | $762K |
| International Assets Investment Management, LLC | 0.07% | Reduce -3.0% | 2,405 | $742K |
| Evergreen Capital Management LLC | 0.03% | No change | 2,397 | $740K |
| Chilton Capital Management LLC | 0.03% | Reduce -4.6% | 2,390 | $738K |
| Martin Capital Advisors, LLP | 0.55% | Reduce -4.0% | 2,370 | $732K |
| SlateStone Wealth, LLC | 0.08% | Reduce -2.1% | 2,343 | $723K |
| Wade Financial Advisory, Inc | 0.26% | No change | 2,330 | $719K |
| Sage Mountain Advisors LLC | 0.07% | No change | 2,328 | $719K |
| Cobblestone Capital Advisors LLC | 0.04% | Reduce -0.0% | 2,322 | $717K |
| Raymond James Trust N.A. | 0.02% | Reduce -1.9% | 2,322 | $717K |
| Private Trust Co. NA | 0.08% | Add +93.3% | 2,320 | $716K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +0.3% | 2,314 | $714K |
| Cyndeo Wealth Partners, LLC | 0.06% | New | 2,305 | $711K |
| Prospera Financial Services Inc | 0.02% | Reduce -4.5% | 2,285 | $709K |
| NewEdge Advisors, LLC | 0.01% | Add +30.5% | 2,278 | $703K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.0% | 2,254 | $696K |
| LGT Financial Advisors LLC | 1.47% | Reduce -32.4% | 2,250 | $695K |
| Collaborative Wealth Managment Inc. | 0.34% | No change | 2,241 | $692K |
| TBH Global Asset Management, LLC | 0.15% | No change | 2,197 | $678K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +16.7% | 2,197 | $678K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.9% | 2,154 | $665K |
| Global Retirement Partners, LLC | 0.02% | Add +84.3% | 2,142 | $661K |
| SVB Wealth LLC | 0.02% | No change | 2,136 | $659K |
| Oxbow Advisors, LLC | 0.08% | Reduce -15.6% | 2,105 | $650K |
| Dempze Nancy E | 0.45% | No change | 2,102 | $649K |
| Burns J W & Co. Inc. | 0.09% | Reduce -0.7% | 2,085 | $644K |
| Allworth Financial LP | 0.00% | Add +14.1% | 2,055 | $643K |
| Mason & Associates, LLC | 0.21% | New | 2,082 | $643K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -15.4% | 2,077 | $641K |
| 1900 Wealth Management LLC | 0.06% | Add +0.2% | 2,073 | $640K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +6.8% | 2,063 | $637K |
| HM Payson & Co. | 0.01% | Add +15.2% | 2,062 | $636K |
| Francis Financial, Inc. | 0.19% | No change | 2,056 | $635K |
| Brown Wealth Management, LLC | 0.25% | Reduce -6.0% | 2,039 | $629K |
| Procyon Advisors, LLC | 0.05% | No change | 2,034 | $628K |
| Ashford Advisors, LLC | 0.15% | No change | 2,033 | $628K |
| Scotia Capital Inc. | 0.00% | Reduce -14.6% | 2,029 | $626K |
| Sightline Wealth Advisors, LLC | 0.39% | Add +0.3% | 2,029 | $626K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.1% | 2,016 | $622K |
| Crewe Advisors LLC | 0.07% | No change | 2,007 | $620K |
| Harbor Advisors LLC | 0.11% | No change | 2,000 | $617K |
| Foster Group, Inc. | 0.02% | Reduce -66.5% | 1,962 | $606K |
| Harbor Investment Advisory, LLC | 0.06% | Add +0.1% | 1,952 | $603K |
| Coldstream Capital Management Inc. | 0.01% | No change | 1,951 | $602K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 1,949 | $602K |
| Atria Investments, Inc | 0.01% | Reduce -76.4% | 1,947 | $601K |
| Fulton Breakefield Broenniman LLC | 0.04% | Add +124.2% | 1,917 | $592K |
| Waypoint Wealth Partners Inc. | 0.17% | No change | 1,895 | $585K |
| MSH Capital Advisors LLC | 0.19% | Add +0.1% | 1,878 | $580K |
| Norden Group LLC | 0.12% | Reduce -8.7% | 1,843 | $569K |
| Spire Wealth Management | 0.02% | Reduce -0.4% | 1,807 | $558K |
| RKL Wealth Management LLC | 0.05% | Add +0.3% | 1,785 | $551K |
| Evoke Wealth, LLC | 0.80% | Reduce -57.3% | 1,775 | $548K |
| United Bank | 0.07% | No change | 1,770 | $546K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -3.3% | 1,727 | $533K |
| SouthState Bank Corp | 0.04% | No change | 1,717 | $530K |
| Burt Wealth Advisors | 0.14% | No change | 1,707 | $527K |
| Bokf, NA | 0.01% | New | 1,700 | $525K |
| MTM Investment Management, LLC | 0.21% | No change | 1,695 | $523K |
| PrairieView Partners, LLC | 0.06% | Reduce -13.3% | 1,694 | $522K |
| EPIQ Capital Group, LLC | 0.18% | Add +0.3% | 1,653 | $510K |
| VERITY Wealth Advisors | 0.38% | Reduce -6.6% | 1,651 | $510K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -5.5% | 1,640 | $506K |
| Lion Street Advisors, LLC | 0.19% | Add +20.4% | 1,625 | $502K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +0.3% | 1,623 | $501K |
| OneDigital Investment Advisors LLC | 0.01% | Add +50.3% | 1,614 | $498K |
| Pathway Financial Advisors LLC | 0.13% | No change | 1,600 | $494K |
| Wesbanco Bank Inc. | 0.02% | No change | 1,582 | $488K |
| Forum Financial Management, LP | 0.01% | Add +0.2% | 1,581 | $488K |
| Wealth Effects LLC | 0.18% | Reduce -1.1% | 1,569 | $484K |
| Regions Financial Corp. | 0.00% | No change | 1,567 | $484K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.7% | 1,564 | $483K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,560 | $482K |
| Bradley & Co. Private Wealth Management, LLC | 0.36% | No change | 1,557 | $481K |
| Platte River Wealth Advisors, LLC | 0.13% | No change | 1,540 | $475K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -36.4% | 1,535 | $474K |
| Quadrant Capital Group LLC | 0.04% | No change | 1,534 | $474K |
| Legacy Financial Advisors, Inc. | 0.08% | No change | 1,531 | $473K |
| Mitchell Sinkler & Starr | 0.12% | No change | 1,500 | $472K |
| Mullaney, Keating & Wright, Inc. | 0.37% | — | 1,527 | $471K |
| Vawter Financial, Ltd. | 0.32% | Reduce -2.1% | 1,515 | $468K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 1,498 | $462K |
| Westwood Holdings Group Inc. | 0.00% | No change | 1,483 | $458K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 1,475 | $455K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.8% | 1,472 | $454K |
| RVW Wealth, LLC | 0.05% | Reduce -0.3% | 1,464 | $452K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -5.2% | 1,463 | $452K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 1,463 | $452K |
| Moloney Securities Asset Management, LLC | 0.07% | Add +74.0% | 1,460 | $451K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +35.5% | 1,446 | $446K |
| Envoi LLC | 1.41% | Reduce -12.4% | 1,441 | $445K |
| Cornerstone Capital, Inc. | 0.04% | Reduce -25.8% | 1,427 | $440K |
| Realta Investment Advisors | 0.09% | Reduce -7.4% | 1,423 | $439K |
| Core Wealth Management, Inc. | 0.18% | No change | 1,416 | $437K |
| Shakespeare Wealth Management, LLC | 0.13% | No change | 1,415 | $437K |
| Accurate Wealth Management, LLC | 0.10% | No change | 1,359 | $434K |
| Evanson Asset Management, LLC | 0.03% | Reduce -5.6% | 1,406 | $434K |
| Haverford Trust Co | 0.00% | No change | 1,400 | $432K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.5% | 1,388 | $428K |
| Financial Advocates Investment Management | 0.03% | No change | 1,371 | $423K |
| Diversified Trust Co. | 0.01% | Reduce -0.4% | 1,364 | $421K |
| Mather Group, Llc. | 0.01% | New | 1,403 | $421K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -12.4% | 1,364 | $421K |
| Eldridge Investment Advisors, Inc. | 0.11% | No change | 1,364 | $421K |
| Greenhouse Wealth Management, LLC | 0.30% | No change | 1,312 | $405K |
| HBK Sorce Advisory LLC | 0.01% | No change | 1,304 | $403K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.1% | 1,294 | $399K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -1.1% | 1,289 | $398K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +4.2% | 1,269 | $392K |
| Summit Financial Strategies, Inc. | 0.05% | Reduce -19.9% | 1,241 | $383K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 1,214 | $375K |
| SOL Capital Management CO | 0.04% | No change | 1,210 | $373K |
| Auour Investments LLC | 0.14% | No change | 1,208 | $373K |
| Qube Research & Technologies Ltd | 0.00% | Add +306.1% | 1,206 | $372K |
| Sterneck Capital Management, LLC | 0.21% | No change | 1,201 | $371K |
| First Citizens Bank & Trust Co. | 0.01% | Add +1.9% | 1,199 | $370K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +35.0% | 1,192 | $368K |
| Daymark Wealth Partners, LLC | 0.02% | New | 1,188 | $367K |
| Apexium Financial, LP | 0.03% | No change | 1,185 | $366K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +0.4% | 1,164 | $359K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,156 | $357K |
| Harbour Investments, Inc. | 0.01% | Add +6.6% | 1,154 | $356K |
| 17 Capital Partners, LLC | 0.25% | Add +7.8% | 1,154 | $356K |
| Schmidt P J Investment Management Inc. | 0.06% | No change | 1,150 | $355K |
| Lyell Wealth Management, LP | 0.03% | Reduce -16.1% | 1,150 | $355K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -8.6% | 1,124 | $347K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -8.3% | 1,120 | $346K |
| Revolve Wealth Partners, LLC | 0.06% | No change | 1,106 | $341K |
| Gould Capital, LLC | 0.24% | Reduce -13.1% | 1,103 | $340K |
| James J. Burns & Company, LLC | 0.07% | No change | 1,100 | $340K |
| Grant/GrossMendelsohn, LLC | 0.16% | No change | 1,100 | $340K |
| Centennial Bank | 0.17% | Add +2229.8% | 1,095 | $338K |
| Fluent Financial, LLC | 0.17% | Add +3.2% | 1,095 | $338K |
| Rappaport Reiches Capital Management, LLC | 0.10% | No change | 1,088 | $336K |
| Pine Ridge Advisers LLC | 0.04% | No change | 1,083 | $334K |
| Moneco Advisors, LLC | 0.05% | No change | 1,081 | $334K |
| Lauterbach Financial Advisors, LLC | 0.22% | No change | 1,095 | $332K |
| Perennial Investment Advisors, LLC | 0.05% | No change | 1,070 | $330K |
| Patten Group, Inc. | 0.08% | No change | 1,070 | $330K |
| Alternative Investment Advisors, LLC. | 0.19% | New | 1,056 | $326K |
| Plancorp, LLC | 0.01% | No change | 1,042 | $322K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 1,037 | $320K |
| Davidson Investment Advisors | 0.02% | No change | 1,025 | $316K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | Add +0.1% | 1,024 | $316K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -31.4% | 1,019 | $315K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -0.1% | 1,013 | $313K |
| Financial Gravity Asset Management, Inc. | 0.08% | No change | 1,010 | $312K |
| AE Wealth Management LLC | 0.00% | Add +9.9% | 1,009 | $311K |
| Biltmore Family Office, LLC | 0.06% | No change | 1,005 | $310K |
| LM Advisors LLC | 0.06% | No change | 1,001 | $309K |
| Wealth Management Associates, Inc. | 0.14% | No change | 1,000 | $309K |
| Capital Advisors Wealth Management, LLC | 0.06% | No change | 1,000 | $309K |
| REDW Wealth LLC | 0.08% | Reduce -11.0% | 990 | $306K |
| K.J. Harrison & Partners Inc | 0.05% | No change | 989 | $305K |
| Legacy Capital Group California, Inc. | 0.11% | No change | 987 | $305K |
| Jacobs & Co. | 0.03% | No change | 982 | $303K |
| Vista Investment Partners LLC | 0.10% | New | 980 | $302K |
| Members Trust Co | 0.01% | No change | 975 | $301K |
| Rossmore Private Capital | 0.04% | New | 968 | $299K |
| Altiora Financial Group, LLC | 0.07% | Add +0.2% | 958 | $296K |
| IFP Advisors, Inc | 0.01% | Reduce -1.3% | 946 | $292K |
| AlphaMark Advisors, LLC | 0.10% | Reduce -6.5% | 947 | $292K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 924 | $285K |
| Thomasville National Bank | 0.02% | No change | 919 | $284K |
| Fermata Advisors, LLC | 0.07% | Reduce -2.2% | 918 | $283K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 913 | $282K |
| Sebold Capital Management, Inc. | 0.19% | Reduce -20.4% | 903 | $279K |
| Sabal Trust CO | 0.02% | No change | 893 | $276K |
| Partners in Financial Planning | 0.06% | No change | 891 | $275K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 890 | $275K |
| NewEdge Wealth, LLC | 0.01% | New | 885 | $273K |
| Sei Investments Co. | 0.00% | New | 884 | $273K |
| Everhart Financial Group, Inc. | 0.07% | New | 882 | $272K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.06% | No change | 877 | $271K |
| Schorn Wealth LLC | 0.10% | New | 871 | $269K |
| Marks Group Wealth Management, Inc | 0.03% | No change | 870 | $269K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -0.1% | 866 | $267K |
| Ascentis Independent Advisors | 0.06% | — | 855 | $264K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +41.0% | 853 | $263K |
| Moran Wealth Management, LLC | 0.01% | Reduce -87.4% | 839 | $259K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 835 | $258K |
| Keystone Wealth Services, LLC | 0.08% | No change | 824 | $254K |
| CFO4Life Group, LLC | 0.05% | No change | 824 | $254K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +4.8% | 821 | $253K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -5.1% | 819 | $253K |
| Empire Financial Management Company, LLC | 0.08% | Add +12.7% | 817 | $252K |
| Versant Capital Management, Inc | 0.06% | No change | 817 | $252K |
| Arbor Investment Advisors, LLC | 0.04% | No change | 811 | $250K |
| Sargent Investment Group, LLC | 0.05% | New | 810 | $250K |
| Russell Investments Group, Ltd. | 0.00% | Add +274.8% | 802 | $248K |
| One Charles Private Wealth Services, LLC | 0.10% | Reduce -3.8% | 801 | $247K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 800 | $247K |
| Cim Investment Management Inc. | 0.08% | Reduce -7.9% | 791 | $244K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +14.0% | 792 | $244K |
| Anchor Investment Management, LLC | 0.03% | Add +4.4% | 790 | $244K |
| Campion Asset Management | 0.19% | Reduce -2.4% | 785 | $242K |
| Strategic Advocates LLC | 0.10% | Reduce -24.1% | 785 | $242K |
| Frisch Financial Group, Inc. | 0.07% | No change | 783 | $242K |
| Silverlake Wealth Management LLC | 0.10% | No change | 783 | $242K |
| Prosperity Financial Group, Inc. | 0.15% | No change | 783 | $242K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.1% | 779 | $241K |
| Salomon & Ludwin, LLC | 0.03% | Add +1.6% | 778 | $240K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -0.8% | 776 | $240K |
| Summit Place Financial Advisors, LLC | 0.14% | No change | 775 | $239K |
| Ahl Investment Management, Inc. | 0.17% | Reduce -18.0% | 768 | $237K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 769 | $237K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 764 | $236K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 725 | $233K |
| Cape Ann Savings Bank | 0.14% | No change | 755 | $233K |
| Veracity Capital LLC | 0.10% | New | 751 | $232K |
| GSG Advisors LLC | 0.08% | No change | 749 | $232K |
| RMR Wealth Builders | 0.03% | Add +0.1% | 751 | $232K |
| Gradient Investments LLC | 0.01% | Reduce -1.7% | 750 | $232K |
| Auxano Advisors, LLC | 0.06% | Add +1.1% | 742 | $229K |
| Bordeaux Wealth Advisors LLC | 0.04% | No change | 737 | $227K |
| Investmark Advisory Group LLC | 0.12% | No change | 735 | $227K |
| Sapient Capital LLC | 0.00% | No change | 734 | $227K |
| LJI Wealth Management, LLC | 0.05% | No change | 729 | $225K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 723 | $223K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -18.5% | 721 | $222K |
| Meritage Portfolio Management | 0.01% | No change | 720 | $222K |
| Principle Wealth Partners LLC | 0.02% | Add +0.1% | 704 | $217K |
| Acropolis Investment Management, LLC | 0.01% | No change | 700 | $216K |
| Legacy Advisors, LLC | 0.03% | New | 699 | $216K |
| Grant Street Asset Management, Inc. | 0.07% | Reduce -1.3% | 698 | $215K |
| StoneX Group Inc. | 0.02% | Reduce -1.0% | 687 | $212K |
| Canopy Partners, LLC | 0.10% | No change | 682 | $211K |
| Meridian Wealth Partners, LLC | 0.04% | No change | 681 | $210K |
| Titleist Asset Management, LLC | 0.03% | No change | 681 | $210K |
| Naviter Wealth, LLC | 0.03% | No change | 680 | $210K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 677 | $209K |
| Parsons Capital Management Inc. | 0.01% | No change | 675 | $208K |
| Florida Trust Wealth Management Co | 0.01% | No change | 675 | $208K |
| CRA Financial Services, LLC | 0.04% | No change | 672 | $207K |
| Advisors Capital Management, LLC | 0.00% | New | 669 | $207K |
| Cibc World Market Inc. | 0.00% | New | 660 | $204K |
| Philip James Wealth Mangement, LLC | 0.13% | New | 653 | $202K |
| Rezny Wealth Management, Inc. | 0.05% | New | 650 | $201K |
| Rockland Trust Co. | 0.01% | New | 650 | $201K |
| Birch Hill Investment Advisors LLC | 0.01% | New | 650 | $201K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 649 | $200K |
| Uptick Partners, LLC | 0.15% | No change | 667 | $200K |
| Private Wealth Management Group, LLC | 0.09% | No change | 645 | $199K |
| Newton One Investments LLC | 0.09% | Add +0.2% | 640 | $198K |
| Sugarloaf Wealth Management, LLC | 0.04% | Add +0.2% | 639 | $197K |
| Pacific Center for Financial Services | 0.05% | No change | 630 | $194K |
| Sandy Spring Bank | 0.01% | No change | 624 | $193K |
| Private Ocean, LLC | 0.02% | No change | 614 | $189K |
| Tompkins Financial Corp. | 0.02% | Reduce -2.4% | 610 | $188K |
| BNP Paribas Financial Markets | 0.00% | Add +12.7% | 579 | $179K |
| Union Savings Bank | 0.09% | Reduce -26.0% | 578 | $178K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 560 | $173K |
| Albion Financial Group | 0.01% | No change | 558 | $172K |
| MCF Advisors LLC | 0.01% | No change | 550 | $170K |
| Grove Bank & Trust | 0.03% | No change | 515 | $159K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.5% | 510 | $157K |
| Phillips Financial Management, LLC | 0.01% | No change | 489 | $151K |
| Signaturefd, LLC | 0.00% | Reduce -15.7% | 468 | $144K |
| Pittenger & Anderson Inc. | 0.01% | No change | 450 | $139K |
| Addison Advisors LLC | 0.04% | No change | 443 | $137K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.7% | 442 | $136K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 435 | $134K |
| Parkside Financial Bank & Trust | 0.02% | No change | 419 | $129K |
| HBC Financial Services, PLLC | 0.08% | No change | 401 | $124K |
| Marquette Asset Management, LLC | 0.02% | New | 401 | $124K |
| Tsfg, LLC | 0.03% | No change | 400 | $123K |
| Key Financial Inc | 0.03% | No change | 397 | $123K |
| Abound Wealth Management | 0.04% | No change | 388 | $120K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 365 | $113K |
| WealthShield Partners, LLC | 0.02% | No change | 359 | $111K |
| Optimum Investment Advisors | 0.05% | No change | 355 | $110K |
| Great Lakes Retirement, Inc. | 0.01% | New | 343 | $106K |
| Cranbrook Wealth Management, LLC | 0.03% | Reduce -12.5% | 329 | $102K |
| Front Row Advisors LLC | 0.03% | No change | 300 | $93K |
| 1620 Investment Advisors, Inc. | 0.07% | New | 293 | $90K |
| NWK Group, Inc. | 0.04% | No change | 293 | $90K |
| Simplex Trading, LLC | 0.00% | Add +988.9% | 294 | $90K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 290 | $90K |
| Cape Investment Advisory, Inc. | 0.04% | No change | 288 | $89K |
| Tower View Wealth Management LLC | 0.05% | Reduce -4.7% | 262 | $81K |
| Concord Wealth Partners | 0.01% | Add +0.4% | 262 | $81K |
| Assetmark, Inc. | 0.00% | Add +1671.4% | 248 | $77K |
| Howe & Rusling Inc. | 0.01% | Reduce -38.4% | 244 | $75K |
| Founders Financial Alliance, LLC | 0.02% | No change | 238 | $73K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 226 | $70K |
| Bangor Savings Bank | 0.01% | No change | 225 | $69K |
| Hexagon Capital Partners LLC | 0.01% | No change | 214 | $66K |
| Ballast Advisors LLC | 0.02% | No change | 207 | $64K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -86.6% | 201 | $62K |
| Delta Asset Management LLC | 0.01% | No change | 195 | $60K |
| Morris Financial Concepts, Inc. | 0.03% | No change | 181 | $56K |
| Parallel Advisors, LLC | 0.00% | No change | 176 | $54K |
| Legacies Wealth LLC | 0.05% | No change | 175 | $54K |
| Motco | 0.00% | No change | 175 | $54K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 165 | $51K |
| Silicon Valley Capital Partners | 0.01% | Add +0.6% | 165 | $51K |
| ORG Partners LLC | 0.01% | New | 152 | $47K |
| FWL Investment Management, LLC | 0.02% | No change | 151 | $47K |
| Tidemark, LLC | 0.02% | No change | 148 | $46K |
| Rothschild Investment LLC | 0.00% | No change | 143 | $44K |
| RFP Financial Group LLC | 0.02% | No change | 141 | $44K |
| Atlantic Private Wealth, LLC | 0.03% | Add +0.7% | 139 | $43K |
| Federated Hermes, Inc. | 0.00% | Add +142.1% | 138 | $43K |
| Denver PWM, LLC | 0.02% | New | 136 | $42K |
| Horizons Wealth Management | 0.03% | No change | 122 | $38K |
| JNBA Financial Advisors | 0.00% | No change | 123 | $38K |
| Financial Connections Group, Inc. | 0.02% | New | 120 | $37K |
| Arlington Trust Co LLC | 0.01% | New | 113 | $35K |
| Beacon Capital Management, LLC | 0.01% | Add +25.0% | 110 | $34K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 108 | $33K |
| GoalVest Advisory LLC | 0.01% | No change | 100 | $31K |
| Monetary Management Group Inc. | 0.01% | No change | 100 | $31K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $31K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 100 | $31K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $30K |
| Rain Capital Management, LLC | 0.02% | No change | 100 | $30K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $29K |
| Tyler-Stone Wealth Management | 0.01% | No change | 92 | $28K |
| Park Place Capital Corp | 0.01% | No change | 90 | $28K |
| Breakwater Investment Management | 0.01% | Reduce -13.5% | 83 | $26K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 81 | $25K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 75 | $23K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 76 | $23K |
| Activest Wealth Management | 0.01% | No change | 73 | $23K |
| JDM Financial Group LLC | 0.02% | No change | 73 | $22K |
| Coston, McIsaac & Partners | 0.01% | No change | 59 | $18K |
| Avior Wealth Management, LLC | 0.00% | Reduce -65.6% | 56 | $17K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 56 | $17K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 53 | $16K |
| 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 |
| Oakworth Capital, Inc. | 0.00% | No change | 44 | $14K |
| National Bank of Canada | 0.00% | No change | 43 | $13K |
| Principal Securities, Inc. | 0.00% | No change | 32 | $10K |
| Cornerstone Planning Group LLC | 0.00% | New | 32 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 30 | $9K |
| 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% | No change | 25 | $8K |
| Strategic Financial Concepts, LLC | 0.00% | New | 221,226 | $7K |
| Trust Co | 0.00% | Reduce -13.6% | 19 | $6K |
| North Star Investment Management Corp. | 0.00% | No change | 19 | $6K |
| Armor Investment Advisors, LLC | 0.00% | No change | 15 | $5K |
| Evermay Wealth Management LLC | 0.00% | New | 14 | $4K |
| GW&K Investment Management, LLC | 0.00% | No change | 14 | $4K |
| McClarren Financial Advisors, Inc. | 0.03% | Reduce -79.8% | 2,160 | $3K |
| Bfsg, LLC | 0.00% | Reduce -77.5% | 9 | $3K |
| London Co. of Virginia | 0.00% | Add +0.0% | 8 | $3K |
| New Republic Capital, LLC | 0.00% | New | 8 | $2K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 5 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 4 | $1K |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.