iShares Russell 3000 ETFIWVETF
13F holders, Q3 2025 (September 30)825holders +1
40new positions
29sold out
4famous investors
$378.89avg. 13F price*
At the end of Q3 2025, 825 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 1 from Q2 2025. 40 opened new positions and 29 sold out. The largest holders were SCS Capital Management LLC ($707.3M), Goldman Sachs Group Inc. ($546.7M) and BlackRock, Inc. ($524.0M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $45.4M |
| Exits | 29 | $19.0M |
All 13F filers, Q2 2025 → Q3 2025: 876,665 shares bought and 1,906,190 shares sold, net −1,029,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 825 holders
| SCS Capital Management LLC | 7.71% | Reduce -0.5% | 1,866,416 | $707.3M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -11.4% | 1,442,724 | $546.7M |
| BlackRock, Inc. | 0.01% | Add +15.2% | 1,382,882 | $524.0M |
| Morgan Stanley | 0.03% | Add +2.0% | 1,310,089 | $496.4M |
| Northern Trust Corp. | 0.05% | Reduce -3.0% | 1,018,981 | $386.1M |
| Bank of America Corp. | 0.02% | Reduce -6.9% | 654,938 | $248.2M |
| UNC Management Company, Inc. | 22.39% | Reduce -9.2% | 525,303 | $199.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.4% | 517,588 | $196.1M |
| LPL Financial LLC | 0.06% | Add +2.5% | 512,894 | $194.4M |
| Ameriprise Financial Inc. | 0.03% | Reduce -11.3% | 399,706 | $151.4M |
| UBS Group AG | 0.03% | Reduce -6.8% | 396,764 | $150.3M |
| FMR LLC | 0.01% | Add +40.8% | 396,207 | $150.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.7% | 349,979 | $132.6M |
| Evensky & Katz LLC | 7.68% | Reduce -3.2% | 349,440 | $132.4M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.5% | 349,410 | $132.4M |
| Focus Partners Wealth | 0.21% | Reduce -6.1% | 342,759 | $129.9M |
| Pitcairn Co. | 10.21% | Reduce -5.8% | 341,309 | $129.3M |
| HighTower Advisors, LLC | 0.14% | Add +5.5% | 320,850 | $121.6M |
| TLWM | 20.12% | Add +0.5% | 295,342 | $111.9M |
| Lido Advisors, LLC | 0.46% | Reduce -3.5% | 290,399 | $110.0M |
| Mercer Global Advisors Inc. | 0.17% | Add +16.6% | 273,239 | $103.5M |
| Wells Fargo & Company | 0.02% | Add +0.4% | 265,580 | $100.6M |
| Sentinel Trust Co. Lba | 9.44% | Reduce -1.1% | 244,362 | $92.6M |
| Captrust Financial Advisors | 0.17% | Reduce -0.6% | 224,940 | $85.2M |
| Corient Private Wealth LP | 0.13% | Add +2.3% | 222,651 | $84.4M |
| Bricktown Capital, LLC | 12.52% | Add +12.3% | 200,520 | $76.0M |
| Blair William & Co. | 0.20% | Reduce -1.4% | 195,652 | $74.1M |
| GM Advisory Group, LLC | 2.91% | Add +1.5% | 180,383 | $68.4M |
| Commerce Bank | 0.38% | Add +8.9% | 179,034 | $67.8M |
| Calamos Wealth Management LLC | 2.47% | Add +0.1% | 178,120 | $67.5M |
| Ieq Capital, LLC | 0.20% | Add +14.9% | 171,591 | $65.0M |
| Bessemer Group Inc. | 0.10% | Add +2.1% | 169,314 | $64.2M |
| Ballentine Partners, LLC | 0.88% | Reduce -0.2% | 166,606 | $63.1M |
| Cetera Investment Advisers | 0.07% | Add +67.8% | 161,283 | $61.1M |
| Bank of Nova Scotia | 0.11% | No change | 159,700 | $60.5M |
| Davis R M Inc. | 1.06% | No change | 159,610 | $60.5M |
| Proficio Capital Partners LLC | 4.00% | Add +0.1% | 153,477 | $58.2M |
| Waverly Advisors, LLC | 0.58% | Reduce -1.5% | 153,402 | $58.1M |
| Stephens Inc. | 0.72% | Add +5.6% | 148,187 | $56.2M |
| FFT Wealth Management LLC | 9.50% | Add +0.4% | 136,498 | $51.7M |
| Franklin Resources Inc. | 0.01% | Reduce -0.6% | 135,137 | $51.2M |
| Geneos Wealth Management Inc. | 1.29% | Add +2.9% | 134,444 | $50.9M |
| AlphaCore Capital LLC | 1.66% | Reduce -7.1% | 130,180 | $49.3M |
| Mill Creek Capital Advisors, LLC | 1.01% | Reduce -0.7% | 129,348 | $49.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -15.2% | 128,796 | $48.8M |
| Wind River Trust Co | 17.38% | Reduce -0.5% | 124,042 | $47.0M |
| Caprock Group, LLC | 1.15% | — | 126,876 | $46.6M |
| Cresset Asset Management, LLC | 0.20% | Add +0.1% | 118,337 | $44.8M |
| Clearstead Advisors, LLC | 0.56% | Reduce -2.3% | 101,666 | $38.5M |
| Jones Financial Companies LLLP | 0.03% | Add +4.3% | 100,694 | $37.9M |
| Osaic Holdings, Inc. | 0.05% | Add +2.1% | 101,915 | $37.8M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -1.6% | 99,618 | $37.7M |
| Pennington Partners & Co., LLC | 17.52% | Reduce -1.2% | 97,512 | $37.0M |
| Wealthspire Advisors, LLC | 0.19% | Add +1.3% | 96,742 | $36.7M |
| Mariner, LLC | 0.05% | Add +1.8% | 94,148 | $35.7M |
| Bank of Montreal | 0.01% | Reduce -12.4% | 89,549 | $33.9M |
| Waldron Private Wealth LLC | 1.35% | Reduce -5.0% | 87,925 | $33.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -42.1% | 87,280 | $33.1M |
| Hantz Financial Services, Inc. | 0.50% | Reduce -4.6% | 86,708 | $32.9M |
| Comerica Bank | 0.12% | Reduce -5.0% | 86,390 | $32.7M |
| Provenance Wealth Advisors, LLC | 4.16% | Add +1.1% | 84,974 | $32.2M |
| US Bancorp \de | 0.04% | Reduce -2.1% | 84,235 | $31.9M |
| Brighton Jones LLC | 0.75% | Reduce -1.2% | 82,343 | $31.2M |
| AQR Capital Management | 0.02% | Add +238.5% | 81,282 | $30.8M |
| HB Wealth Management, LLC | 0.21% | Reduce -2.4% | 80,503 | $30.5M |
| Great Diamond Partners, LLC | 5.63% | Reduce -2.1% | 76,626 | $29.0M |
| Brooklyn FI, LLC | 6.49% | Reduce -1.2% | 76,349 | $28.9M |
| Tanglewood Wealth Management, Inc. | 2.65% | Reduce -0.4% | 75,182 | $28.5M |
| Portfolio Strategies, Inc. | 3.26% | Reduce -1.5% | 73,975 | $28.0M |
| Tiaa Trust, National Association | 0.07% | Reduce -1.7% | 73,034 | $27.7M |
| Finley Financial, LLC | 12.69% | Add +2.7% | 72,370 | $27.4M |
| Embree Financial Group | 3.62% | Reduce -0.8% | 71,188 | $27.0M |
| Savant Capital, LLC | 0.16% | Add +1.7% | 69,189 | $26.2M |
| Fifth Third Bancorp | 0.08% | Reduce -4.2% | 67,272 | $25.5M |
| Nations Financial Group Inc, /Ia/ | 1.56% | Reduce -2.9% | 65,949 | $25.0M |
| Johnson Investment Counsel Inc. | 0.20% | Reduce -1.0% | 63,175 | $23.9M |
| Strategic Investment Management, LLC | 12.81% | Reduce -2.6% | 62,511 | $23.7M |
| Royal Bank of Canada | 0.00% | Reduce -27.1% | 62,363 | $23.6M |
| Stairway Partners, LLC | 1.25% | Reduce -1.4% | 62,244 | $23.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.1% | 61,451 | $23.3M |
| Trajan Wealth LLC | 0.98% | Reduce -4.3% | 59,887 | $22.7M |
| Epiq Partners, LLC | 11.04% | Add +1.0% | 59,777 | $22.7M |
| Truepoint, Inc. | 0.52% | Reduce -0.5% | 59,549 | $22.6M |
| Concurrent Investment Advisors, LLC | 0.38% | Reduce -7.9% | 58,003 | $22.0M |
| Diversified Portfolios, Inc. | 1.93% | Reduce -0.2% | 57,697 | $21.9M |
| Citizens Financial Group Inc. | 0.30% | Reduce -0.9% | 57,177 | $21.7M |
| Whittier Trust Co. of Nevada Inc. | 0.45% | Reduce -0.7% | 55,207 | $21.0M |
| Brookstone Capital Management | 0.25% | Add +4.0% | 55,288 | $21.0M |
| Strategic Equity Management | 7.74% | Reduce -0.0% | 55,142 | $20.9M |
| Wealthstream Advisors, Inc. | 3.09% | No change | 53,882 | $20.4M |
| Compass Financial Group, Inc. | 8.87% | Reduce -8.6% | 52,138 | $19.8M |
| O'Brien Wealth Partners LLC | 2.59% | Reduce -0.9% | 50,371 | $19.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.38% | Reduce -1.6% | 50,162 | $19.0M |
| Moss Adams Wealth Advisors LLC | 1.46% | Reduce -3.4% | 49,470 | $18.7M |
| Balentine LLC | 0.69% | Add +0.3% | 49,216 | $18.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.8% | 48,559 | $18.4M |
| KDK Private Wealth Management, LLC | 17.15% | Add +0.1% | 44,655 | $16.9M |
| Citigroup Inc. | 0.01% | Add +1.4% | 43,909 | $16.6M |
| Fund Evaluation Group, LLC | 0.60% | Add +0.1% | 43,529 | $16.5M |
| Crestwood Advisors Group, LLC | 0.28% | Add +0.1% | 43,472 | $16.5M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -2.3% | 42,810 | $16.2M |
| Cwm, LLC | 0.05% | Add +22.3% | 41,986 | $15.9M |
| Brevan Howard Capital Management LP | 0.23% | New | 41,937 | $15.8M |
| First Horizon Corp. | 0.73% | — | 41,229 | $15.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +9.0% | 40,818 | $15.5M |
| Rhumbline Advisers | 0.01% | Add +41.8% | 40,182 | $15.2M |
| AlTi Global, Inc. | 0.35% | Reduce -0.4% | 39,916 | $15.1M |
| Kestra Advisory Services, LLC | 0.07% | Add +7.4% | 39,883 | $15.1M |
| Hanover Advisors Inc. | 5.74% | Reduce -5.0% | 39,020 | $14.8M |
| Tanager Wealth Management LLP | 1.54% | Reduce -1.6% | 38,808 | $14.7M |
| Moneywise, Inc. | 6.63% | Reduce -1.1% | 38,649 | $14.6M |
| First National Trust Co | 0.50% | Add +4.2% | 38,430 | $14.6M |
| Creative Planning | 0.01% | Add +4.7% | 38,200 | $14.5M |
| JFS Wealth Advisors, LLC | 0.84% | Add +10.7% | 37,951 | $14.4M |
| Truist Financial Corp. | 0.02% | Reduce -1.0% | 37,579 | $14.2M |
| Ipswich Investment Management Co., Inc. | 3.30% | Reduce -1.6% | 37,265 | $14.1M |
| Conservest Capital Advisors, Inc. | 1.30% | Add +0.2% | 37,081 | $14.1M |
| Roble, Belko & Company, Inc | 1.87% | No change | 36,350 | $13.8M |
| Brown Advisory Inc. | 0.02% | Reduce -5.0% | 35,871 | $13.6M |
| Allen Investment Management, LLC | 0.15% | No change | 35,325 | $13.4M |
| American Family Investments, Inc. | 0.69% | No change | 34,518 | $13.1M |
| Glenmede Investment Management, LP | 0.06% | Add +86.1% | 34,393 | $13.0M |
| UMB Bank, n.a. | 0.18% | Reduce -9.1% | 32,833 | $12.4M |
| Quantinno Capital Management LP | 0.03% | Add +55.4% | 32,435 | $12.3M |
| BigSur Wealth Management LLC | 2.94% | No change | 31,700 | $12.0M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -1.2% | 31,686 | $12.0M |
| Partners Capital Investment Group, LLP | 0.45% | Add +0.3% | 29,764 | $11.3M |
| jvl associates llc | 3.65% | No change | 29,127 | $11.0M |
| Nepc LLC | 0.28% | Add +0.0% | 27,849 | $10.6M |
| Stifel Financial Corp. | 0.01% | Reduce -2.0% | 27,704 | $10.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +9.2% | 27,651 | $10.5M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 25,898 | $9.8M |
| One Day In July LLC | 0.82% | Add +0.1% | 25,541 | $9.7M |
| Pathstone Holdings, LLC | 0.04% | Add +0.5% | 25,533 | $9.7M |
| Aspiriant, LLC | 0.30% | Reduce -0.2% | 25,466 | $9.7M |
| Vanguard Group Inc. | 0.00% | No change | 24,806 | $9.4M |
| Rebalance, LLC | 0.56% | Add +0.2% | 24,652 | $9.3M |
| Humankind Investments LLC | 2.13% | No change | 24,570 | $9.3M |
| Keybank National Association | 0.03% | Reduce -1.1% | 24,455 | $9.3M |
| Post Resch Tallon Group Inc. | 8.08% | Add +1.1% | 23,977 | $9.1M |
| Forte Asset Management LLC | 4.26% | Reduce -0.0% | 23,360 | $8.9M |
| Fiduciary Trust Co | 0.10% | Reduce -0.7% | 23,256 | $8.8M |
| Norris Perne & French LLP | 0.60% | Add +0.0% | 22,880 | $8.7M |
| Running Point Capital Advisors, LLC | 2.28% | Reduce -2.2% | 22,490 | $8.5M |
| Circle Wealth Management, LLC | 0.16% | Add +0.2% | 22,161 | $8.4M |
| Advisory Services Network, LLC | 0.12% | Add +0.3% | 22,124 | $8.4M |
| St. Louis Trust Co | 1.04% | Add +0.0% | 21,951 | $8.3M |
| Cerity Partners LLC | 0.01% | Reduce -57.6% | 21,930 | $8.3M |
| LCNB Corp. | 2.87% | Reduce -1.9% | 21,643 | $8.2M |
| Vigilare Wealth Management | 2.82% | Add +1.2% | 21,481 | $8.1M |
| Wilmington Savings Fund Society, FSB | 0.19% | No change | 21,315 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.1% | 21,124 | $8.0M |
| Baird Financial Group, Inc. | 0.01% | Add +0.6% | 20,406 | $7.7M |
| Sheridan Capital Management, LLC | 4.03% | Add +4.5% | 20,158 | $7.6M |
| Legacy Trust | 1.49% | Reduce -1.4% | 19,909 | $7.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.31% | Reduce -6.2% | 19,729 | $7.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -23.6% | 19,631 | $7.4M |
| Whittier Trust Co. | 0.08% | Add +0.4% | 19,043 | $7.3M |
| Lowe Brockenbrough & Co. Inc. | 0.37% | Reduce -3.4% | 19,097 | $7.2M |
| Halbert Hargrove Global Advisors, LLC | 0.35% | Add +5.1% | 19,089 | $7.2M |
| Jordan Park Group LLC | 0.41% | Add +0.1% | 18,926 | $7.2M |
| West Paces Advisors Inc. | 1.42% | Reduce -0.1% | 18,871 | $7.2M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +1.8% | 18,468 | $7.0M |
| Triune Financial Partners, LLC | 1.70% | Reduce -2.0% | 17,851 | $6.8M |
| Elyxium Wealth, LLC | 2.34% | No change | 17,730 | $6.7M |
| Cedar Wealth Management, LLC | 2.06% | Reduce -1.7% | 17,725 | $6.7M |
| BTC Capital Management, Inc. | 0.46% | No change | 17,567 | $6.7M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +35.8% | 17,026 | $6.5M |
| Victory Capital Management Inc. | 0.00% | No change | 17,236 | $6.5M |
| Winthrop Advisory Group LLC | 0.57% | Add +1.6% | 17,129 | $6.5M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | Add +101.9% | 17,052 | $6.5M |
| MML Investors Services, LLC | 0.02% | Reduce -2.4% | 16,831 | $6.4M |
| Gilbert & Cook, Inc. | 0.81% | No change | 16,575 | $6.3M |
| Mission Wealth Management, LP | 0.12% | Reduce -1.8% | 16,087 | $6.1M |
| Ascent Wealth Partners, LLC | 0.69% | Reduce -0.2% | 15,797 | $6.0M |
| Stone House Investment Management, LLC | 0.99% | Reduce -1.2% | 15,557 | $5.9M |
| Aries Wealth Management | 1.37% | No change | 15,294 | $5.8M |
| Klingenstein Fields & Co. LP | 0.21% | New | 14,862 | $5.6M |
| Chicago Partners Investment Group LLC | 0.15% | Reduce -16.1% | 14,291 | $5.6M |
| Financial Council, LLC | 2.47% | Reduce -1.0% | 14,670 | $5.6M |
| Cambridge Associates LLC /Ma/ | 0.10% | No change | 14,597 | $5.5M |
| Cozad Asset Management Inc. | 0.44% | No change | 14,559 | $5.5M |
| Silvercrest Asset Management Group LLC | 0.04% | Reduce -1.0% | 14,448 | $5.5M |
| Valeo Financial Advisors, LLC | 0.12% | Add +0.0% | 14,417 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -5.6% | 14,389 | $5.5M |
| William Howard & Co Financial Advisors Inc | 4.62% | Reduce -4.7% | 14,320 | $5.4M |
| Midwest Professional Planners, LTD. | 1.31% | Reduce -1.7% | 14,210 | $5.4M |
| Summit Trail Advisors, LLC | 0.07% | Reduce -2.0% | 13,975 | $5.3M |
| Prudential Financial Inc. | 0.01% | Reduce -27.9% | 13,960 | $5.3M |
| Aquire Wealth Advisors, LLC | 1.29% | Reduce -0.4% | 13,820 | $5.2M |
| Greenline Partners, LLC | 0.61% | No change | 13,244 | $5.0M |
| Simon Quick Advisors, LLC | 0.23% | Reduce -1.4% | 13,168 | $5.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.0% | 13,145 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +26.4% | 12,759 | $4.8M |
| Savvy Advisors, Inc. | 0.22% | New | 12,698 | $4.8M |
| Sowell Financial Services LLC | 0.18% | Add +0.2% | 12,667 | $4.8M |
| Lutz Financial Services LLC | 0.35% | Reduce -4.4% | 12,666 | $4.8M |
| MPS Loria Financial Planners, LLC | 1.26% | Add +1.0% | 12,526 | $4.7M |
| Intelligence Driven Advisers, LLC | 0.65% | Reduce -7.0% | 12,430 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -1.5% | 12,217 | $4.6M |
| Blue Fin Capital, Inc. | 0.73% | Reduce -0.9% | 12,177 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Add +20.5% | 12,116 | $4.6M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -0.6% | 11,907 | $4.5M |
| Curi Capital, LLC | 0.08% | Reduce -8.0% | 11,723 | $4.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +1.9% | 11,674 | $4.4M |
| New Republic Capital, LLC | 1.34% | Add +256.1% | 11,535 | $4.4M |
| Country Club Bank | 0.26% | Reduce -0.6% | 11,534 | $4.4M |
| Twin Focus Capital Partners, LLC | 0.55% | No change | 11,360 | $4.3M |
| Simmons Bank | 0.28% | Reduce -11.3% | 11,026 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +0.1% | 10,907 | $4.1M |
| First Heartland Consultants, Inc. | 0.33% | Reduce -0.3% | 10,884 | $4.1M |
| HRT Financial LP | 0.01% | Reduce -7.5% | 10,803 | $4.1M |
| Single Point Partners, LLC | 0.82% | Add +0.2% | 10,675 | $4.0M |
| Xponance LLC | 0.03% | Add +70.6% | 10,622 | $4.0M |
| Chesapeake Wealth Management | 1.23% | Reduce -4.8% | 10,609 | $4.0M |
| Ironwood Investment Management LLC | 1.73% | Add +4.7% | 10,455 | $4.0M |
| McClarren Financial Advisors, Inc. | 2.42% | Reduce -32.3% | 7,137 | $4.0M |
| Equitable Holdings, Inc. | 0.03% | Add +0.8% | 10,393 | $3.9M |
| Certuity, LLC | 0.27% | Reduce -1.5% | 10,241 | $3.9M |
| Sax Wealth Advisors, LLC | 0.21% | Reduce -4.2% | 10,220 | $3.9M |
| Zhang Financial LLC | 0.16% | Reduce -1.6% | 10,100 | $3.8M |
| LM Advisors LLC | 0.54% | Add +884.9% | 9,849 | $3.7M |
| Sand Hill Global Advisors, LLC | 0.13% | Reduce -0.5% | 9,802 | $3.7M |
| Alesco Advisors, LLC, An ESL Co | 0.10% | No change | 9,608 | $3.6M |
| WASHINGTON TRUST Co | 0.12% | Reduce -5.4% | 9,427 | $3.6M |
| Fort Washington Investment Advisors Inc. | 0.02% | Add +0.4% | 9,403 | $3.6M |
| Institute for Wealth Management, LLC. | 0.37% | No change | 9,363 | $3.5M |
| My Personal CFO, LLC | 1.36% | New | 9,286 | $3.5M |
| Foundation Wealth Management, LLC\PA | 1.36% | Reduce -0.6% | 9,286 | $3.5M |
| Fiduciary Wealth Partners, LLC | 1.47% | Add +144.6% | 9,235 | $3.5M |
| Lakeshore Financial Planning, Inc. | 1.28% | Reduce -0.3% | 9,124 | $3.5M |
| Family Office Research LLC | 1.51% | Reduce -1.1% | 9,087 | $3.4M |
| Tolleson Wealth Management, Inc. | 0.53% | No change | 9,066 | $3.4M |
| Cahill Financial Advisors Inc. | 0.39% | Add +0.1% | 9,009 | $3.4M |
| M&T Bank Corp | 0.01% | Reduce -0.2% | 8,944 | $3.4M |
| Wedmont Private Capital | 0.12% | Add +0.2% | 8,837 | $3.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +44.3% | 8,754 | $3.3M |
| BOK Financial Private Wealth, Inc. | 0.21% | Reduce -0.0% | 8,752 | $3.3M |
| Mosaic Advisors LLC | 8.02% | New | 8,729 | $3.3M |
| First Hawaiian Bank | 0.42% | Reduce -6.1% | 8,635 | $3.3M |
| Wealthcare Capital Management LLC | 0.33% | Reduce -9.3% | 8,524 | $3.2M |
| Matrix Private Capital Group LLC | 1.70% | No change | 8,477 | $3.2M |
| Fiducient Advisors LLC | 0.37% | Reduce -3.6% | 8,375 | $3.2M |
| Chokshi & Queen Wealth Advisors, Inc | 1.66% | Reduce -6.9% | 8,299 | $3.1M |
| JMG Financial Group, Ltd. | 0.09% | Reduce -1.2% | 8,252 | $3.1M |
| Integrated Advisors Network LLC | 0.13% | Reduce -1.1% | 8,223 | $3.1M |
| City Holding Co. | 0.39% | Reduce -3.5% | 8,130 | $3.1M |
| Evelyn Partners Asset Management Ltd | 0.69% | No change | 8,078 | $3.1M |
| Castle Rock Wealth Management, LLC | 0.67% | Add +3.2% | 8,019 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.2% | 8,018 | $3.0M |
| Zacks Investment Management | 0.02% | Add +2.1% | 8,013 | $3.0M |
| XY Planning Network, Inc. | 1.03% | No change | 8,613 | $3.0M |
| NewEdge Wealth, LLC | 0.04% | Add +0.1% | 7,830 | $3.0M |
| MAI Capital Management | 0.02% | Add +1.7% | 7,834 | $3.0M |
| First National Bank of Omaha | 0.18% | No change | 7,612 | $2.9M |
| Planning Alternatives Ltd. | 0.37% | Reduce -0.9% | 7,607 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.14% | Reduce -0.3% | 7,455 | $2.8M |
| Flputnam Investment Management Co. | 0.04% | Reduce -0.6% | 7,401 | $2.8M |
| Renasant Bank | 1.76% | No change | 7,326 | $2.8M |
| Sterling Capital Management LLC | 0.04% | Reduce -26.1% | 7,315 | $2.8M |
| Fonville Wealth Management LLC | 0.62% | Reduce -1.1% | 7,228 | $2.7M |
| Wealthedge Investment Advisors, LLC | 1.01% | Reduce -0.1% | 7,040 | $2.7M |
| IMA Advisory Services, Inc. | 0.26% | No change | 6,690 | $2.5M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Add +2.2% | 6,609 | $2.5M |
| Rialto Wealth Management, LLC | 0.64% | Reduce -3.4% | 6,559 | $2.5M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.1% | 6,403 | $2.4M |
| Signature Resources Capital Management, LLC | 1.32% | No change | 6,380 | $2.4M |
| GeoWealth Management, LLC | 0.09% | Add +3.1% | 6,335 | $2.4M |
| Oxford Financial Group, LTD. LLC | 0.14% | Reduce -0.5% | 6,331 | $2.4M |
| Renaissance Technologies | 0.00% | Add +3.3% | 6,300 | $2.4M |
| Meridian Financial Partners LLC | 0.99% | Reduce -1.8% | 6,231 | $2.4M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.1% | 6,282 | $2.4M |
| SouthState Bank Corp | 0.11% | Reduce -5.8% | 6,208 | $2.4M |
| OneAscent Financial Services LLC | 0.16% | No change | 6,192 | $2.3M |
| Apella Capital, LLC | 0.05% | Add +0.0% | 6,192 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | New | 6,038 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -41.9% | 5,910 | $2.2M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 5,907 | $2.2M |
| Vertex Planning Partners, LLC | 0.42% | Add +6.3% | 5,815 | $2.2M |
| Yardley Wealth Management LLC | 1.23% | Reduce -0.5% | 5,804 | $2.2M |
| Avant Financial Advisors LLC | 1.63% | Reduce -2.4% | 5,712 | $2.2M |
| Strategic Blueprint, LLC | 0.09% | Add +1.6% | 5,695 | $2.2M |
| Nvest Financial, LLC | 1.24% | Add +0.3% | 5,690 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.1% | 5,659 | $2.1M |
| Independence Bank of Kentucky | 0.27% | Reduce -0.3% | 5,620 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.25% | No change | 5,548 | $2.1M |
| Verum Partners LLC | 0.45% | No change | 5,539 | $2.1M |
| Silvia McColl Wealth Management, LLC | 1.41% | Reduce -0.7% | 5,504 | $2.1M |
| Wealth Architects, LLC | 0.20% | No change | 5,495 | $2.1M |
| CENTRAL TRUST Co | 0.04% | No change | 5,484 | $2.1M |
| Cambria Investment Management, L.P. | 0.12% | Add +1.5% | 5,419 | $2.1M |
| Empowered Funds, LLC | 0.02% | Reduce -36.2% | 5,419 | $2.1M |
| Heritage Financial Services, LLC | 0.18% | Reduce -2.6% | 5,395 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +7.9% | 5,365 | $2.0M |
| Portland Global Advisors LLC | 0.22% | No change | 5,275 | $2.0M |
| BCS Private Wealth Management, Inc. | 0.71% | No change | 5,241 | $2.0M |
| KilterHowling LLC | 1.10% | Add +0.3% | 5,230 | $2.0M |
| Beacon Financial Group | 0.19% | Reduce -1.3% | 5,223 | $2.0M |
| Independent Financial Group, LLC | 0.05% | Reduce -3.6% | 5,219 | $2.0M |
| High Probability Advisors, LLC | 0.27% | No change | 5,180 | $2.0M |
| KCM Investment Advisors LLC | 0.06% | No change | 5,117 | $1.9M |
| Harvest Investment Services, LLC | 0.39% | Add +0.6% | 5,063 | $1.9M |
| Manchester Financial Inc. | 0.38% | No change | 5,051 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +0.1% | 5,001 | $1.9M |
| Ledyard National Bank | 0.17% | Reduce -1.9% | 4,931 | $1.9M |
| Punch & Associates Investment Management, Inc. | 0.11% | Add +5.4% | 4,927 | $1.9M |
| Synovus Financial Corp. | 0.02% | Add +0.7% | 4,904 | $1.9M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Reduce -1.0% | 4,859 | $1.8M |
| waypoint wealth counsel | 0.72% | Add +0.3% | 4,845 | $1.8M |
| Guardian Wealth Advisors, LLC / NC | 0.12% | Add +0.2% | 4,804 | $1.8M |
| Berkshire Asset Management LLC | 0.08% | Reduce -24.6% | 4,750 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.3% | 4,698 | $1.8M |
| Sterling Financial Group, Inc. | 0.56% | No change | 4,670 | $1.8M |
| Cohen Capital Management, Inc. | 0.27% | Reduce -7.9% | 4,637 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.3% | 4,575 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.8% | 4,559 | $1.7M |
| GC Wealth Management RIA, LLC | 0.06% | Reduce -2.2% | 4,548 | $1.7M |
| Journey Strategic Wealth LLC | 0.05% | Add +105.8% | 4,547 | $1.7M |
| New England Private Wealth Advisors LLC | 0.23% | Reduce -3.0% | 4,545 | $1.7M |
| Motive Wealth Advisors | 0.74% | No change | 4,508 | $1.7M |
| Dunhill Financial, LLC | 0.57% | Reduce -5.7% | 4,476 | $1.7M |
| Timonier Family Office, LTD. | 0.55% | No change | 4,468 | $1.7M |
| BIP Wealth, LLC | 0.08% | Reduce -0.2% | 4,405 | $1.7M |
| CVA Family Office, LLC | 0.21% | No change | 4,348 | $1.6M |
| Chesley Taft & Associates LLC | 0.07% | Reduce -1.1% | 4,338 | $1.6M |
| Tennessee Valley Asset Management Partners | 0.22% | No change | 4,249 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -1.3% | 4,226 | $1.6M |
| Well Done, LLC | 0.27% | Add +66.3% | 4,192 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +0.0% | 4,180 | $1.6M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -2.6% | 4,142 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -0.1% | 4,142 | $1.6M |
| Johnson Financial Group, Inc. | 0.06% | Add +13.0% | 4,087 | $1.5M |
| Crescent Grove Advisors, LLC | 0.14% | Reduce -1.4% | 3,968 | $1.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.43% | Add +0.2% | 3,905 | $1.5M |
| Midwest Trust Co | 0.02% | No change | 3,893 | $1.5M |
| Stonegate Investment Group, LLC | 0.03% | Reduce -0.7% | 3,885 | $1.5M |
| Abacus Planning Group, Inc. | 0.20% | No change | 3,882 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -2.6% | 3,880 | $1.5M |
| Capital Analysts, LLC | 0.04% | Add +0.0% | 3,874 | $1.5M |
| Canandaigua National Bank & Trust Co. | 0.13% | Add +0.4% | 3,860 | $1.5M |
| SilverOak Wealth Management LLC | 0.25% | No change | 3,859 | $1.5M |
| MIdWestOne Financial Group, Inc. | 0.18% | No change | 3,856 | $1.5M |
| Pure Financial Advisors, LLC | 0.02% | Add +3.9% | 3,848 | $1.5M |
| Asset Dedication, LLC | 0.10% | No change | 3,838 | $1.5M |
| Vista Capital Partners, Inc. | 0.15% | No change | 3,822 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.3% | 3,789 | $1.4M |
| Wesbanco Bank Inc. | 0.04% | No change | 3,753 | $1.4M |
| Retirement Planning Group, LLC | 0.05% | Add +4.8% | 3,749 | $1.4M |
| Sensible Money, LLC | 0.48% | No change | 3,729 | $1.4M |
| Firestone Capital Management | 0.31% | Add +0.1% | 3,728 | $1.4M |
| Augustine Asset Management Inc. | 0.28% | No change | 3,714 | $1.4M |
| Cambridge Financial Group, LLC | 0.45% | New | 3,707 | $1.4M |
| ETF Portfolio Partners, Inc. | 0.37% | Reduce -0.3% | 3,690 | $1.4M |
| World Investment Advisors | 0.03% | Reduce -14.8% | 3,651 | $1.4M |
| Blue Capital, Inc. | 1.01% | Add +5.8% | 3,597 | $1.4M |
| Atria Investments, Inc | 0.02% | New | 3,576 | $1.4M |
| FineMark National Bank & Trust | 0.04% | No change | 3,564 | $1.4M |
| Indiana Trust & Investment Management Co | 0.41% | No change | 3,547 | $1.3M |
| Lowe Wealth Advisors, LLC | 0.49% | Reduce -7.2% | 3,512 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.15% | No change | 3,500 | $1.3M |
| Stokes Family Office, LLC | 0.13% | No change | 3,500 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.12% | No change | 3,496 | $1.3M |
| Bernardo Wealth Planning LLC | 0.25% | No change | 3,411 | $1.3M |
| Grove Bank & Trust | 0.15% | Add +580.0% | 3,400 | $1.3M |
| Fort Sheridan Advisors LLC | 0.17% | No change | 3,363 | $1.3M |
| Naples Global Advisors, LLC | 0.10% | No change | 3,348 | $1.3M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 3,345 | $1.3M |
| Cahaba Wealth Management, Inc. | 0.09% | Add +0.2% | 3,321 | $1.3M |
| Atala Financial Inc | 0.79% | No change | 3,319 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Add +1.9% | 3,303 | $1.3M |
| Sonata Capital Group Inc. | 0.46% | No change | 3,280 | $1.2M |
| XML Financial, LLC | 0.10% | Reduce -0.9% | 3,273 | $1.2M |
| Zions Bancorporation, National Association | 0.06% | No change | 3,270 | $1.2M |
| Lokken Investment Group LLC | 0.42% | Reduce -2.3% | 3,252 | $1.2M |
| Smith Salley Wealth Management | 0.06% | Reduce -0.9% | 3,209 | $1.2M |
| Visionary Wealth Advisors | 0.06% | Add +0.2% | 3,196 | $1.2M |
| Stonebrook Private Inc. | 0.26% | Reduce -8.0% | 3,183 | $1.2M |
| GHP Investment Advisors, Inc. | 0.05% | No change | 3,167 | $1.2M |
| Keb Asset Management, LLC | 0.27% | Reduce -1.4% | 3,144 | $1.2M |
| Carter Financial Group, INC. | 0.71% | No change | 3,115 | $1.2M |
| Parcion Private Wealth LLC | 0.07% | No change | 3,110 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.6% | 3,102 | $1.2M |
| Sage Mountain Advisors LLC | 0.07% | No change | 3,053 | $1.2M |
| Rossmore Private Capital | 0.12% | Add +7.2% | 3,047 | $1.2M |
| LWM Advisory Services, LLC | 0.67% | No change | 3,040 | $1.2M |
| E&G Advisors, LLC | 0.26% | No change | 3,002 | $1.1M |
| Paulson Wealth Management Inc. | 0.27% | No change | 2,982 | $1.1M |
| Frank, Rimerman Advisors LLC | 0.07% | No change | 2,978 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 2,975 | $1.1M |
| Beaumont Asset Management, L.L.C. | 0.56% | No change | 2,945 | $1.1M |
| Condor Capital Management | 0.09% | No change | 2,936 | $1.1M |
| First National Corp. /Ma/ | 0.21% | No change | 2,902 | $1.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +134.5% | 2,898 | $1.1M |
| Greenwood Capital Associates LLC | 0.13% | Reduce -18.7% | 2,880 | $1.1M |
| Hunter Associates Investment Management LLC | 0.15% | No change | 2,850 | $1.1M |
| Evoke Wealth, LLC | 0.02% | No change | 2,837 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +0.3% | 2,826 | $1.1M |
| Old Mission Investment Co LLC | 0.26% | No change | 2,800 | $1.1M |
| Jackson Wealth Management, LLC | 0.11% | No change | 2,801 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -17.3% | 2,795 | $1.1M |
| Glenview Trust Co | 0.02% | Add +0.7% | 2,793 | $1.1M |
| &partners | 0.01% | Add +21.4% | 2,764 | $1.0M |
| SkyOak Wealth, LLC | 0.20% | Reduce -1.4% | 2,760 | $1.0M |
| Allworth Financial LP | 0.00% | Add +14.9% | 2,729 | $1.0M |
| Aprio Wealth Management, LLC | 0.10% | No change | 2,729 | $1.0M |
| IFG Advisory, LLC | 0.05% | Reduce -0.5% | 2,678 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +8.5% | 2,676 | $1.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.26% | No change | 2,674 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +8.4% | 2,657 | $1.0M |
| Tudor Investment Corporation | 0.01% | Add +340.3% | 2,646 | $1.0M |
| Empower Advisory Group, LLC | 0.00% | No change | 2,645 | $1.0M |
| Soltis Investment Advisors LLC | 0.07% | No change | 2,643 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.8% | 2,642 | $1.0M |
| Asset Allocation & Management Company, LLC | 0.43% | No change | 2,641 | $1.0M |
| Wealth Management Partners, LLC | 0.32% | Reduce -0.3% | 2,641 | $1.0M |
| CoreCap Advisors, LLC | 0.04% | Add +4.4% | 2,632 | $997K |
| Northeast Planning Associates, Inc. / NH / | 0.84% | No change | 2,600 | $985K |
| Kovack Advisors, Inc. | 0.09% | Reduce -1.6% | 2,582 | $978K |
| First Interstate Bank | 0.05% | No change | 2,560 | $970K |
| Baring Financial LLC | 0.66% | Reduce -1.8% | 2,558 | $969K |
| Smartleaf Asset Management LLC | 0.06% | Reduce -2.5% | 2,557 | $966K |
| Quadrant Private Wealth Management, LLC | 0.18% | Add +0.2% | 2,545 | $965K |
| Mason & Associates Inc | 0.19% | Reduce -0.1% | 2,545 | $964K |
| Nestegg Advisors, Inc. | 0.84% | No change | 2,497 | $946K |
| International Assets Investment Management, LLC | 0.08% | No change | 2,692 | $945K |
| Prosperity Planning, Inc. | 0.35% | No change | 2,485 | $942K |
| Coyle Financial Counsel LLC | 0.21% | No change | 2,460 | $932K |
| Coldstream Capital Management Inc. | 0.01% | Add +3.3% | 2,439 | $924K |
| W Advisors, LLC | 0.49% | Add +0.2% | 2,435 | $923K |
| Stock Yards Bank & Trust Co. | 0.03% | No change | 2,432 | $922K |
| AGH Wealth Advisors, LLC | 0.67% | Reduce -3.5% | 2,406 | $912K |
| Modern Wealth Management, LLC | 0.02% | No change | 2,394 | $907K |
| Red Spruce Capital, LLC | 0.36% | Reduce -6.8% | 2,355 | $892K |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -63.2% | 2,354 | $892K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +0.2% | 2,346 | $889K |
| Blue Edge Capital, LLC | 0.13% | No change | 2,344 | $888K |
| Private Trust Co. NA | 0.08% | Reduce -0.3% | 2,329 | $883K |
| Cobblestone Capital Advisors LLC | 0.04% | No change | 2,310 | $875K |
| TBH Global Asset Management, LLC | 0.17% | New | 2,236 | $847K |
| Norden Group LLC | 0.08% | Reduce -0.1% | 2,193 | $831K |
| Acropolis Investment Management, LLC | 0.04% | Add +236.4% | 2,355 | $827K |
| FWG Holdings, LLC | 0.36% | Reduce -0.8% | 2,117 | $825K |
| Destiny Wealth Partners, LLC | 0.10% | No change | 2,154 | $816K |
| Ascent Group, LLC | 0.03% | Reduce -23.7% | 2,149 | $814K |
| Brown Wealth Management, LLC | 0.23% | Add +3.0% | 2,126 | $805K |
| Wedbush Securities Inc. | 0.03% | Reduce -31.9% | 2,116 | $802K |
| Hollencrest Capital Management | 0.03% | No change | 2,116 | $802K |
| Dempze Nancy E | 0.44% | No change | 2,102 | $797K |
| Evergreen Capital Management LLC | 0.02% | No change | 2,097 | $795K |
| Burns J W & Co. Inc. | 0.09% | No change | 2,085 | $790K |
| Sightline Wealth Advisors, LLC | 0.35% | Add +0.2% | 2,057 | $780K |
| Patten & Patten Inc. | 0.05% | New | 2,047 | $776K |
| Martin Capital Advisors, LLP | 0.47% | Reduce -9.7% | 2,040 | $773K |
| Choreo, LLC | 0.01% | No change | 2,020 | $765K |
| LGT Financial Advisors LLC | 1.65% | Add +0.3% | 2,018 | $765K |
| Harbor Advisors LLC | 0.12% | No change | 2,000 | $758K |
| Bokf, NA | 0.01% | No change | 2,000 | $758K |
| Collaborative Wealth Managment Inc. | 0.30% | Reduce -1.2% | 1,975 | $748K |
| Harbor Investment Advisory, LLC | 0.06% | Add +0.1% | 1,972 | $747K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.1% | 1,957 | $741K |
| Facet Wealth, Inc. | 0.02% | No change | 1,940 | $735K |
| Topsail Wealth Management, LLC | 0.12% | No change | 1,931 | $732K |
| Oxbow Advisors, LLC | 0.07% | No change | 1,929 | $731K |
| Diversified Trust Co. | 0.01% | Add +43.6% | 1,907 | $723K |
| Sentinel Wealth Management, Inc. | 0.63% | No change | 1,906 | $722K |
| MSH Capital Advisors LLC | 0.19% | Add +0.9% | 1,905 | $722K |
| William Mack & Associates, Inc. | 0.39% | Add +0.2% | 1,902 | $721K |
| Affinity Capital Advisors, LLC | 0.11% | Reduce -16.6% | 1,887 | $718K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 1,892 | $717K |
| Brooklyn Investment Group | 0.10% | Add +5.7% | 2,051 | $716K |
| USA Financial Formulas | 0.13% | Reduce -16.4% | 1,877 | $711K |
| SlateStone Wealth, LLC | 0.06% | No change | 1,868 | $708K |
| Dakota Wealth Management | 0.01% | Reduce -70.4% | 1,868 | $708K |
| Ashford Advisors, LLC | 0.15% | Reduce -69.9% | 1,848 | $700K |
| Armbruster Capital Management, Inc. | 0.12% | Add +0.5% | 1,810 | $686K |
| RKL Wealth Management LLC | 0.06% | Add +0.3% | 1,810 | $686K |
| Global View Capital Management LLC | 0.14% | Add +57.6% | 1,789 | $678K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -6.8% | 1,765 | $669K |
| Ellis Investment Partners, LLC | 0.12% | Reduce -2.1% | 1,745 | $661K |
| McLean Asset Management Corp | 0.14% | Add +4.2% | 1,721 | $658K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +1.9% | 1,715 | $650K |
| Foster Group, Inc. | 0.02% | No change | 1,712 | $649K |
| Forum Financial Management, LP | 0.01% | Add +4.3% | 1,710 | $648K |
| Fiduciary Alliance LLC | 0.04% | No change | 1,700 | $644K |
| MTM Investment Management, LLC | 0.20% | No change | 1,695 | $642K |
| Scotia Capital Inc. | 0.00% | Reduce -15.0% | 1,680 | $637K |
| Burke & Herbert Bank & Trust Co. | 0.14% | No change | 1,668 | $632K |
| Mason & Associates, LLC | 0.16% | No change | 1,788 | $628K |
| VERITY Wealth Advisors | 0.40% | No change | 1,651 | $626K |
| Ironwood Wealth Management, LLC. | 0.21% | Reduce -15.8% | 1,620 | $614K |
| 1900 Wealth Management LLC | 0.04% | Add +0.3% | 1,619 | $613K |
| 17 Capital Partners, LLC | 0.33% | Add +8.9% | 1,611 | $610K |
| Pathway Financial Advisors LLC | 0.08% | No change | 1,600 | $606K |
| Boston Trust Walden Corp | 0.00% | No change | 1,590 | $603K |
| Poinciana Advisors Group, LLC | 0.51% | Reduce -0.9% | 1,587 | $601K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.6% | 1,581 | $599K |
| Wealth Effects LLC | 0.19% | No change | 1,569 | $595K |
| QRG Capital Management, Inc. | 0.01% | Reduce -30.6% | 1,568 | $594K |
| NorthCoast Asset Management LLC | 0.00% | Add +16.0% | 1,558 | $590K |
| Bradley & Co. Private Wealth Management, LLC | 0.33% | No change | 1,557 | $590K |
| HM Payson & Co. | 0.01% | No change | 1,550 | $587K |
| Maridea Wealth Management LLC | 0.09% | Reduce -20.4% | 1,538 | $587K |
| Valmark Advisers, Inc. | 0.01% | Reduce -36.7% | 1,539 | $583K |
| Moloney Securities Asset Management, LLC | 0.07% | Add +0.1% | 1,533 | $581K |
| RVW Wealth, LLC | 0.04% | No change | 1,522 | $577K |
| Mayflower Financial Advisors, LLC | 0.07% | No change | 1,521 | $576K |
| Mullaney, Keating & Wright, Inc. | 0.32% | Add +0.1% | 1,517 | $575K |
| Vawter Financial, Ltd. | 0.26% | New | 1,515 | $574K |
| Fulton Breakefield Broenniman LLC | 0.04% | No change | 1,507 | $571K |
| Mitchell Sinkler & Starr | 0.26% | No change | 1,500 | $568K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 1,487 | $563K |
| Prospera Financial Services Inc | 0.01% | Add +0.2% | 1,466 | $559K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.1% | 1,450 | $550K |
| Benjamin Edwards Inc. | 0.01% | No change | 1,434 | $543K |
| May Hill Capital, LLC | 0.16% | Add +0.1% | 1,431 | $542K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -8.1% | 1,425 | $540K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -9.0% | 1,420 | $538K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +39.4% | 1,415 | $536K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +14.6% | 1,412 | $535K |
| Global Retirement Partners, LLC | 0.01% | Add +0.1% | 1,412 | $535K |
| Haverford Trust Co | 0.00% | No change | 1,400 | $531K |
| Camden National Bank | 0.07% | No change | 1,390 | $527K |
| Blue Chip Partners, LLC | 0.04% | Add +0.3% | 1,381 | $523K |
| Core Wealth Management, Inc. | 0.17% | No change | 1,377 | $522K |
| Burt Wealth Advisors | 0.13% | No change | 1,364 | $517K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 1,352 | $512K |
| Ackerman Asset Management, LLC | 0.37% | No change | 1,350 | $512K |
| Meridian Wealth Management, LLC | 0.02% | No change | 1,322 | $501K |
| Grey Fox Wealth Advisors, LLC | 0.10% | No change | 1,318 | $499K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +14.5% | 1,317 | $499K |
| Financial Gravity Asset Management, Inc. | 0.10% | — | 1,315 | $498K |
| Detalus Advisors, LLC | 0.13% | No change | 1,314 | $498K |
| Greenhouse Wealth Management, LLC | 0.30% | No change | 1,312 | $497K |
| CM Wealth Advisors LLC | 0.13% | No change | 1,271 | $482K |
| CWA Asset Management Group, LLC | 0.02% | No change | 1,242 | $471K |
| Shakespeare Wealth Management, LLC | 0.11% | Add +0.1% | 1,233 | $467K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 1,232 | $467K |
| Crewe Advisors LLC | 0.04% | Reduce -1.2% | 1,217 | $461K |
| Apexium Financial, LP | 0.02% | No change | 1,213 | $460K |
| SOL Capital Management CO | 0.04% | No change | 1,210 | $459K |
| Auour Investments LLC | 0.15% | No change | 1,208 | $458K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -10.8% | 1,187 | $450K |
| Plancorp, LLC | 0.01% | No change | 1,187 | $450K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 1,183 | $448K |
| Lyell Wealth Management, LP | 0.03% | No change | 1,150 | $436K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +76.9% | 1,150 | $436K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.1% | 1,148 | $435K |
| Heck Capital Advisors, LLC | 0.03% | No change | 1,147 | $435K |
| Fluent Financial, LLC | 0.17% | Add +1.7% | 1,146 | $434K |
| Willow Creek Wealth Management Inc. | 0.04% | Reduce -0.9% | 1,144 | $434K |
| Betterment LLC | 0.00% | Add +13.3% | 1,141 | $432K |
| Verus Capital Partners, LLC | 0.03% | No change | 1,139 | $432K |
| HBK Sorce Advisory LLC | 0.01% | No change | 1,136 | $430K |
| First American Trust, FSB | 0.03% | Reduce -5.9% | 1,133 | $429K |
| WJ Financial Advisors LLC | 0.42% | — | 1,131 | $429K |
| NorthRock Partners, LLC | 0.01% | No change | 1,120 | $424K |
| Revolve Wealth Partners, LLC | 0.05% | Add +0.2% | 1,110 | $420K |
| Mather Group, Llc. | 0.00% | Add +0.1% | 1,104 | $418K |
| James J. Burns & Company, LLC | 0.06% | No change | 1,100 | $417K |
| Magnolia Private Wealth, LLC | 0.30% | No change | 1,096 | $415K |
| Lauterbach Financial Advisors, LLC | 0.21% | Add +0.1% | 1,096 | $415K |
| Atlantic Union Bankshares Corp | 0.01% | Add +73.7% | 1,084 | $411K |
| Pine Ridge Advisers LLC | 0.03% | No change | 1,083 | $410K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -2.0% | 1,086 | $410K |
| Spire Wealth Management | 0.01% | No change | 1,070 | $405K |
| Outlook Wealth Advisors, LLC | 0.10% | No change | 1,068 | $405K |
| Alternative Investment Advisors, LLC. | 0.18% | Reduce -0.2% | 1,067 | $404K |
| Moneco Advisors, LLC | 0.03% | Add +0.1% | 1,058 | $401K |
| IFP Advisors, Inc | 0.01% | Reduce -1.2% | 1,056 | $400K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | Add +0.2% | 1,041 | $395K |
| Chilton Capital Management LLC | 0.01% | No change | 1,040 | $394K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 1,038 | $393K |
| AE Wealth Management LLC | 0.00% | Add +0.7% | 1,030 | $390K |
| Vise Technologies, Inc. | 0.01% | Reduce -75.0% | 1,022 | $387K |
| Biltmore Family Office, LLC | 0.05% | No change | 1,005 | $381K |
| Wealth Management Associates, Inc. | 0.13% | No change | 1,000 | $379K |
| Capital Advisors Wealth Management, LLC | 0.05% | No change | 1,000 | $379K |
| Manchester Capital Management LLC | 0.05% | No change | 1,000 | $379K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 988 | $374K |
| Versant Capital Management, Inc | 0.05% | Add +0.3% | 988 | $374K |
| Legacy Capital Group California, Inc. | 0.10% | No change | 987 | $374K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 982 | $372K |
| Jacobs & Co. | 0.04% | No change | 982 | $372K |
| DT Investment Partners, LLC | 0.03% | No change | 975 | $369K |
| Members Trust Co | 0.01% | No change | 975 | $369K |
| KPP Advisory Services LLC | 0.05% | Add +48.5% | 971 | $368K |
| Altiora Financial Group, LLC | 0.07% | No change | 967 | $366K |
| Cornerstone Capital, Inc. | 0.04% | No change | 959 | $363K |
| Citadel Advisors | 0.00% | Reduce -64.0% | 958 | $363K |
| Patten Group, Inc. | 0.07% | Reduce -3.5% | 957 | $363K |
| Root Financial Partners, LLC | 0.02% | New | 957 | $363K |
| Regions Financial Corp. | 0.00% | No change | 957 | $363K |
| Harbour Investments, Inc. | 0.01% | No change | 951 | $360K |
| Eldridge Investment Advisors, Inc. | 0.08% | Reduce -6.4% | 944 | $358K |
| Tribridge Partners Financial LLC | 0.16% | No change | 918 | $349K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.1% | 920 | $349K |
| Thomasville National Bank | 0.02% | No change | 919 | $348K |
| Promus Capital, LLC | 0.22% | No change | 918 | $348K |
| Nwam LLC | 0.02% | No change | 908 | $344K |
| Capital Squared Financial LLC | 0.30% | Reduce -4.7% | 907 | $344K |
| Davidson Investment Advisors | 0.01% | No change | 900 | $341K |
| Jane Street Group, LLC | 0.00% | Reduce -75.1% | 900 | $341K |
| Merit Financial Group, LLC | 0.00% | Reduce -4.8% | 897 | $340K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -1.1% | 881 | $334K |
| Schorn Wealth LLC | 0.10% | Add +0.2% | 880 | $334K |
| Principle Wealth Partners LLC | 0.02% | Reduce -20.1% | 868 | $329K |
| Schnieders Capital Management, Llc. | 0.05% | — | 864 | $327K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Reduce -5.5% | 851 | $323K |
| Salomon & Ludwin, LLC | 0.03% | Add +0.2% | 845 | $322K |
| Legacy Financial Advisors, Inc. | 0.04% | No change | 849 | $322K |
| Tepp RIA, LLC | 0.35% | No change | 819 | $310K |
| Meritage Portfolio Management | 0.02% | Add +15.4% | 818 | $310K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -7.4% | 813 | $308K |
| Veracity Capital LLC | 0.10% | Reduce -42.3% | 809 | $307K |
| Assetmark, Inc. | 0.00% | Reduce -69.0% | 806 | $305K |
| Francis Financial, Inc. | 0.05% | No change | 803 | $304K |
| Alpine Bank Wealth Management | 0.04% | No change | 800 | $303K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 788 | $299K |
| Silverlake Wealth Management LLC | 0.07% | No change | 783 | $297K |
| Frisch Financial Group, Inc. | 0.07% | No change | 783 | $297K |
| Prosperity Financial Group, Inc. | 0.11% | Reduce -0.1% | 782 | $297K |
| StoneX Group Inc. | 0.01% | Reduce -6.8% | 782 | $296K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 778 | $295K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 777 | $294K |
| Hancock Whitney Corp. | 0.01% | No change | 768 | $291K |
| Eclectic Associates Inc. | 0.05% | Reduce -14.5% | 767 | $291K |
| Anchor Investment Management, LLC | 0.02% | Add +0.3% | 767 | $291K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 764 | $290K |
| RMR Wealth Builders | 0.02% | Add +0.1% | 755 | $286K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -8.6% | 753 | $285K |
| Burling Wealth Partners, LLC | 0.05% | No change | 750 | $284K |
| Summit Place Financial Advisors, LLC | 0.13% | Reduce -3.9% | 745 | $282K |
| M3 Advisory Group, LLC | 0.17% | Add +0.3% | 740 | $280K |
| Investmark Advisory Group LLC | 0.12% | No change | 735 | $279K |
| Auxano Advisors, LLC | 0.06% | No change | 735 | $278K |
| Marquette Asset Management, LLC | 0.04% | Add +11.0% | 734 | $278K |
| RIA Advisory Group LLC | 0.07% | Reduce -2.1% | 734 | $278K |
| Sapient Capital LLC | 0.00% | No change | 734 | $277K |
| Cape Ann Savings Bank | 0.15% | Reduce -4.0% | 725 | $275K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -2.2% | 725 | $275K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 723 | $274K |
| Evanson Asset Management, LLC | 0.02% | Reduce -49.1% | 716 | $271K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 710 | $271K |
| Flagship Harbor Advisors, LLC | 0.01% | No change | 713 | $270K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 710 | $269K |
| Legacy Advisors, LLC | 0.03% | — | 703 | $266K |
| Bawa N Mallick Trust | 0.10% | No change | 700 | $265K |
| Centurion Wealth Management LLC | 0.06% | No change | 700 | $265K |
| SVB Wealth LLC | 0.01% | Reduce -45.2% | 696 | $264K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -1.1% | 688 | $261K |
| Canopy Partners, LLC | 0.09% | No change | 682 | $258K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -47.9% | 682 | $258K |
| Titleist Asset Management, LLC | 0.02% | No change | 681 | $258K |
| Empire Financial Management Company, LLC | 0.06% | Reduce -4.2% | 678 | $257K |
| Florida Trust Wealth Management Co | 0.01% | No change | 675 | $256K |
| Cim Investment Management Inc. | 0.07% | No change | 668 | $253K |
| Knightsbridge Asset Management, LLC | 0.04% | No change | 668 | $253K |
| Grant Street Asset Management, Inc. | 0.05% | Reduce -2.2% | 665 | $252K |
| Philip James Wealth Mangement, LLC | 0.03% | Add +0.1% | 662 | $251K |
| Linden Thomas Advisory Services, LLC | 0.03% | New | 659 | $250K |
| Sunbelt Securities, Inc. | 0.02% | Add +380.9% | 654 | $248K |
| Meridian Wealth Partners, LLC | 0.03% | No change | 650 | $246K |
| Rezny Wealth Management, Inc. | 0.06% | No change | 650 | $246K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 650 | $246K |
| Rockland Trust Co. | 0.01% | No change | 650 | $246K |
| Private Wealth Management Group, LLC | 0.07% | No change | 645 | $244K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 635 | $241K |
| BostonPremier Wealth LLC | 0.12% | Reduce -66.3% | 635 | $240K |
| SwitchPoint Financial Planning, LLC | 0.17% | No change | 634 | $240K |
| Ahl Investment Management, Inc. | 0.16% | Reduce -17.6% | 633 | $240K |
| Berman McAleer LLC | 0.03% | — | 632 | $239K |
| Pacific Center for Financial Services | 0.06% | No change | 630 | $239K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 626 | $237K |
| Optivise Advisory Services LLC | 0.14% | Reduce -79.6% | 622 | $236K |
| LJI Wealth Management, LLC | 0.04% | Reduce -5.0% | 615 | $233K |
| CFO4Life Group, LLC | 0.03% | Reduce -6.7% | 615 | $233K |
| Granite FO LLC | 0.13% | No change | 612 | $232K |
| Partners in Financial Planning | 0.04% | No change | 611 | $232K |
| ICONIQ Capital, LLC | 0.00% | No change | 603 | $229K |
| Creative Financial Designs Inc. | 0.02% | No change | 601 | $228K |
| CRA Financial Services, LLC | 0.03% | Reduce -9.1% | 600 | $227K |
| von Borstel & Associates, Inc. | 0.03% | New | 584 | $225K |
| Rothschild Investment LLC | 0.01% | No change | 593 | $225K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -6.5% | 588 | $223K |
| Campion Asset Management | 0.16% | Reduce -15.4% | 587 | $222K |
| Newton One Investments LLC | 0.07% | Add +0.3% | 585 | $222K |
| Wayfinding Financial, LLC | 0.10% | No change | 584 | $221K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.2% | 581 | $220K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -1.7% | 566 | $219K |
| Strategic Advocates LLC | 0.06% | No change | 574 | $218K |
| Earned Wealth Advisors, LLC | 0.04% | No change | 573 | $217K |
| Uptick Partners, LLC | 0.06% | Reduce -16.6% | 569 | $216K |
| Mutual Advisors, LLC | 0.00% | No change | 562 | $215K |
| Freestone Capital Holdings, LLC | 0.01% | New | 567 | $215K |
| Procyon Advisors, LLC | 0.01% | Reduce -1.6% | 566 | $215K |
| Burney Co./ | 0.01% | New | 566 | $214K |
| Victory Financial Group, LLC | 0.03% | New | 562 | $213K |
| Harfst & Associates, Inc. | 0.04% | New | 561 | $213K |
| Passive Capital Management, LLC. | 0.07% | New | 561 | $213K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 560 | $212K |
| DecisionMap Wealth Management, LLC | 0.14% | New | 559 | $212K |
| Albion Financial Group | 0.01% | No change | 558 | $211K |
| TCP Asset Management, LLC | 0.04% | New | 557 | $211K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 555 | $210K |
| Austin Private Wealth, LLC | 0.02% | New | 555 | $210K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -92.3% | 554 | $210K |
| BetterWealth, LLC | 0.05% | New | 551 | $209K |
| EdgeRock Capital LLC | 0.06% | New | 550 | $208K |
| MCF Advisors LLC | 0.01% | No change | 550 | $208K |
| Kearns & Associates LLC | 0.11% | New | 549 | $208K |
| Austin Wealth Management, LLC | 0.03% | New | 548 | $208K |
| Allegheny Financial Group | 0.04% | New | 547 | $207K |
| Marks Group Wealth Management, Inc | 0.02% | New | 545 | $207K |
| Cadence Bank | 0.01% | Reduce -20.1% | 545 | $207K |
| American Financial Advisors, LLC | 0.03% | New | 543 | $206K |
| One Charles Private Wealth Services, LLC | 0.05% | Reduce -17.5% | 542 | $205K |
| Synergy Investment Management, LLC | 0.08% | New | 540 | $205K |
| WealthShield Partners, LLC | 0.02% | No change | 532 | $202K |
| Signet Financial Management, LLC | 0.02% | New | 530 | $201K |
| Security National Bank | 0.03% | No change | 509 | $193K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 504 | $191K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -75.3% | 495 | $188K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 487 | $185K |
| Phillips Financial Management, LLC | 0.01% | No change | 473 | $179K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -56.5% | 458 | $174K |
| Signaturefd, LLC | 0.00% | Reduce -0.2% | 446 | $169K |
| Addison Advisors LLC | 0.04% | No change | 443 | $168K |
| Key Financial Inc | 0.03% | Reduce -7.2% | 438 | $167K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 435 | $165K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.2% | 422 | $160K |
| Prestige Wealth Management Group LLC | 0.03% | Add +0.3% | 404 | $153K |
| Tsfg, LLC | 0.02% | No change | 400 | $152K |
| Pittenger & Anderson Inc. | 0.01% | No change | 395 | $150K |
| Operose Advisors LLC | 0.04% | Add +671.4% | 378 | $143K |
| TFC Financial Management, Inc. | 0.02% | No change | 375 | $142K |
| Kilter Group LLC | 0.07% | No change | 370 | $140K |
| Quadrant Capital Group LLC | 0.00% | New | 369 | $140K |
| Optimum Investment Advisors | 0.05% | No change | 350 | $133K |
| Golden State Wealth Management, LLC | 0.01% | No change | 345 | $131K |
| Abound Wealth Management | 0.03% | No change | 343 | $130K |
| Gould Capital, LLC | 0.08% | Reduce -67.0% | 331 | $125K |
| Blue Trust, Inc. | 0.00% | Add +107.0% | 325 | $123K |
| Front Row Advisors LLC | 0.04% | No change | 300 | $114K |
| NWK Group, Inc. | 0.04% | No change | 293 | $111K |
| one8zero8, LLC | 0.02% | No change | 290 | $110K |
| Rowlandmiller & Partners.adv | 0.02% | No change | 285 | $108K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 275 | $104K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -5.5% | 273 | $103K |
| Mma Asset Management LLC | 0.03% | New | 266 | $101K |
| GAMMA Investing LLC | 0.01% | New | 262 | $99K |
| Concord Wealth Partners | 0.01% | Reduce -0.4% | 261 | $99K |
| Howe & Rusling Inc. | 0.01% | Reduce -64.9% | 259 | $98K |
| Russell Investments Group, Ltd. | 0.00% | No change | 248 | $94K |
| Founders Financial Alliance, LLC | 0.02% | Add +4.2% | 246 | $93K |
| JNBA Financial Advisors | 0.01% | No change | 240 | $91K |
| Tower View Wealth Management LLC | 0.05% | No change | 239 | $91K |
| Bangor Savings Bank | 0.01% | No change | 225 | $85K |
| Parallel Advisors, LLC | 0.00% | Reduce -59.0% | 224 | $85K |
| Millstone Evans Group, LLC | 0.05% | No change | 208 | $79K |
| Centennial Bank | 0.03% | No change | 207 | $78K |
| Realta Investment Advisors | 0.03% | Reduce -49.4% | 200 | $76K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 200 | $76K |
| Pflug Koory, LLC | 0.04% | No change | 198 | $75K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -40.0% | 195 | $74K |
| Center for Financial Planning, Inc. | 0.01% | No change | 176 | $67K |
| Legacies Wealth LLC | 0.04% | No change | 175 | $66K |
| Arcadia Investment Management Corp. | 0.01% | New | 175 | $66K |
| Silicon Valley Capital Partners | 0.01% | No change | 167 | $63K |
| Missouri Trust & Investment Co | 0.02% | New | 167 | $63K |
| Delta Asset Management LLC | 0.01% | No change | 167 | $63K |
| ORG Partners LLC | 0.01% | No change | 152 | $58K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 148 | $56K |
| Tidemark, LLC | 0.02% | No change | 148 | $56K |
| Atlantic Private Wealth, LLC | 0.03% | No change | 140 | $53K |
| Ballast Advisors LLC | 0.01% | Reduce -0.7% | 140 | $53K |
| Team Financial Group, LLC | 0.02% | No change | 131 | $50K |
| Horizons Wealth Management | 0.03% | No change | 122 | $46K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.3% | 120 | $45K |
| Financial Connections Group, Inc. | 0.02% | No change | 120 | $45K |
| Copia Wealth Management | 0.03% | Reduce -39.1% | 117 | $44K |
| Hughes Financial Services, LLC | 0.01% | No change | 108 | $42K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 110 | $42K |
| London Co. of Virginia | 0.00% | Reduce -11.6% | 107 | $40K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +6.0% | 106 | $40K |
| Monetary Management Group Inc. | 0.01% | No change | 100 | $38K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $38K |
| Caldwell Trust Co | 0.00% | No change | 98 | $37K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $35K |
| Breakwater Investment Management | 0.01% | No change | 83 | $31K |
| Park Place Capital Corp | 0.01% | Reduce -7.8% | 83 | $31K |
| 2UniFi Bank | 0.01% | No change | 75 | $28K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 75 | $28K |
| Cloud Capital Management, LLC | 0.01% | New | 75 | $28K |
| Activest Wealth Management | 0.01% | No change | 73 | $28K |
| JDM Financial Group LLC | 0.01% | No change | 73 | $28K |
| Motco | 0.00% | No change | 68 | $26K |
| FWL Investment Management, LLC | 0.01% | No change | 60 | $23K |
| Coston, McIsaac & Partners | 0.01% | No change | 59 | $22K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 56 | $21K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 55 | $21K |
| CNB Bank | 0.01% | No change | 50 | $19K |
| Financial Perspectives, Inc | 0.01% | No change | 50 | $19K |
| Glassman Wealth Services | 0.00% | No change | 49 | $18K |
| Armor Investment Advisors, LLC | 0.01% | Add +318.2% | 46 | $17K |
| Oakworth Capital, Inc. | 0.00% | No change | 44 | $17K |
| National Bank of Canada | 0.00% | No change | 43 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -87.1% | 39 | $15K |
| Trust Co | 0.00% | Add +2.9% | 35 | $13K |
| Cornerstone Planning Group LLC | 0.00% | No change | 32 | $13K |
| Principal Securities, Inc. | 0.00% | Reduce -70.9% | 32 | $12K |
| Federated Hermes, Inc. | 0.00% | Reduce -80.0% | 32 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 31 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $11K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 28 | $11K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 26 | $10K |
| Financial Life Planners | 0.01% | New | 22 | $8K |
| GW&K Investment Management, LLC | 0.00% | No change | 14 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $4K |
| Bfsg, LLC | 0.00% | No change | 9 | $3K |
| TD Private Client Wealth LLC | 0.00% | Reduce -99.5% | 8 | $3K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 5 | $2K |
| Proathlete Wealth Management LLC | 0.00% | Reduce -93.4% | 5 | $2K |
| Morling Financial Advisors, LLC | 0.00% | New | 1 | $379 |
| Aventura Private Wealth, LLC | 0.00% | No change | 1 | $379 |
| Nemes Rush Group LLC | 0.00% | No change | 1 | $379 |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.