iShares Russell 3000 ETFIWVETF
13F holders, Q4 2025 (December 31)898holders +73
72new positions
34sold out
4famous investors
$384.37avg. 13F price*
At the end of Q4 2025, 898 institutions reported holding iShares Russell 3000 ETF (IWV) in their 13F filings, up 73 from Q3 2025. 72 opened new positions and 34 sold out. The largest holders were SCS Capital Management LLC ($725.3M), Rhumbline Advisers ($608.2M) and Goldman Sachs Group Inc. ($591.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $127.6M |
| Exits | 34 | $78.8M |
All 13F filers, Q3 2025 → Q4 2025: 3,314,938 shares bought and 811,947 shares sold, net +2,502,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 898 holders
| SCS Capital Management LLC | 7.68% | Add +0.5% | 1,874,800 | $725.3M |
| Rhumbline Advisers | 0.49% | Add +3812.5% | 1,572,121 | $608.2M |
| Goldman Sachs Group Inc. | 0.08% | Add +6.0% | 1,529,174 | $591.6M |
| BlackRock, Inc. | 0.01% | Add +4.9% | 1,450,129 | $561.0M |
| Morgan Stanley | 0.03% | Reduce -1.9% | 1,284,822 | $497.0M |
| Northern Trust Corp. | 0.05% | Add +0.1% | 1,019,733 | $394.5M |
| Bank of America Corp. | 0.02% | Add +26.6% | 829,251 | $320.8M |
| UNC Management Company, Inc. | 18.44% | Add +0.3% | 526,768 | $203.8M |
| Pitcairn Wealth Advisors LLC | 17.81% | — | 511,769 | $198.0M |
| LPL Financial LLC | 0.05% | Reduce -2.5% | 500,222 | $193.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.4% | 474,049 | $183.4M |
| Ameriprise Financial Inc. | 0.04% | Add +6.0% | 423,533 | $163.8M |
| FMR LLC | 0.01% | Reduce -0.5% | 394,291 | $152.5M |
| UBS Group AG | 0.03% | Reduce -3.7% | 382,081 | $147.8M |
| Focus Partners Wealth | 0.16% | Add +6.3% | 364,394 | $141.0M |
| Bank of New York Mellon Corp | 0.02% | Add +0.3% | 351,056 | $135.8M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.0% | 346,062 | $133.9M |
| Evensky & Katz LLC | 7.55% | Reduce -1.0% | 345,905 | $133.8M |
| HighTower Advisors, LLC | 0.13% | Reduce -2.6% | 312,640 | $120.9M |
| Wells Fargo & Company | 0.02% | Add +11.2% | 295,437 | $114.3M |
| TLWM | 19.91% | Reduce -4.8% | 281,190 | $108.8M |
| Lido Advisors, LLC | 0.42% | Reduce -5.0% | 275,736 | $106.4M |
| Mercer Global Advisors Inc. | 0.16% | Reduce -0.3% | 272,375 | $105.4M |
| American Family Investments, Inc. | 3.78% | Add +687.5% | 271,840 | $105.2M |
| Captrust Financial Advisors | 0.18% | Add +11.6% | 250,978 | $97.1M |
| Sentinel Trust Co. Lba | 9.30% | Reduce -0.1% | 244,041 | $94.4M |
| Corient Private Wealth LP | 0.12% | Add +0.7% | 224,117 | $85.6M |
| Bricktown Capital, LLC | 13.12% | Add +0.5% | 201,495 | $77.9M |
| Blair William & Co. | 0.21% | Add +1.5% | 198,671 | $76.9M |
| GM Advisory Group, LLC | 2.69% | Reduce -1.7% | 177,357 | $68.6M |
| Ieq Capital, LLC | 0.20% | Add +1.8% | 174,731 | $67.6M |
| Beacon Pointe Advisors, LLC | 0.47% | Add +1265.2% | 174,191 | $67.4M |
| Brown Advisory Inc. | 0.09% | Add +345.6% | 159,824 | $61.8M |
| Bank of Nova Scotia | 0.09% | No change | 159,700 | $61.8M |
| Davis R M Inc. | 1.06% | Add +0.0% | 159,675 | $61.8M |
| Calamos Wealth Management LLC | 2.13% | Reduce -11.6% | 157,379 | $60.9M |
| Stephens Inc. | 0.76% | Add +6.0% | 157,056 | $60.8M |
| Geneos Wealth Management Inc. | 1.48% | Add +16.7% | 156,881 | $60.7M |
| Cetera Investment Advisers | 0.07% | Reduce -4.5% | 153,986 | $59.6M |
| Proficio Capital Partners LLC | 4.17% | No change | 153,477 | $59.4M |
| Waverly Advisors, LLC | 0.48% | Reduce -0.8% | 152,147 | $58.9M |
| Commerce Bank | 0.31% | Reduce -19.1% | 144,869 | $56.0M |
| Bessemer Group Inc. | 0.09% | Reduce -14.5% | 144,712 | $56.0M |
| Raymond James Financial Inc. | 0.02% | Add +9.2% | 140,613 | $54.4M |
| FFT Wealth Management LLC | 10.07% | Add +0.1% | 136,681 | $52.9M |
| Franklin Resources Inc. | 0.01% | Reduce -0.1% | 135,038 | $52.2M |
| Ballentine Partners, LLC | 0.72% | Reduce -20.9% | 131,695 | $50.9M |
| Mill Creek Capital Advisors, LLC | 1.01% | Reduce -0.5% | 128,714 | $49.8M |
| Caprock Group, LLC | 1.02% | Reduce -1.3% | 125,252 | $48.5M |
| Wind River Trust Co | 17.92% | No change | 124,042 | $48.0M |
| Royal Bank of Canada | 0.01% | Add +89.8% | 118,398 | $45.8M |
| Cresset Asset Management, LLC | 0.19% | Reduce -0.6% | 117,601 | $45.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +29.9% | 113,347 | $43.8M |
| AlphaCore Capital LLC | 0.96% | Reduce -15.2% | 110,352 | $42.7M |
| AQR Capital Management | 0.02% | Add +27.5% | 103,654 | $40.1M |
| Jones Financial Companies LLLP | 0.02% | Add +2.8% | 103,513 | $40.0M |
| Clearstead Advisors, LLC | 0.50% | Add +0.3% | 101,977 | $39.4M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -0.6% | 99,019 | $38.3M |
| Osaic Holdings, Inc. | 0.06% | Reduce -3.2% | 98,676 | $38.2M |
| Mariner, LLC | 0.05% | Add +4.6% | 98,467 | $38.1M |
| Pennington Partners & Co., LLC | 15.14% | Add +0.2% | 97,673 | $37.8M |
| Concurrent Investment Advisors, LLC | 0.42% | Add +63.5% | 94,846 | $36.7M |
| Bank of Montreal | 0.01% | Reduce -1.1% | 88,516 | $34.2M |
| Comerica Bank | 0.13% | Reduce -0.1% | 86,282 | $33.4M |
| Provenance Wealth Advisors, LLC | 3.55% | Reduce -2.7% | 82,693 | $32.0M |
| Waldron Private Wealth LLC | 1.26% | Reduce -6.3% | 82,402 | $31.9M |
| Hantz Financial Services, Inc. | 0.47% | Reduce -5.0% | 82,385 | $31.9M |
| HB Wealth Management, LLC | 0.20% | Reduce -0.7% | 79,930 | $30.9M |
| US Bancorp \de | 0.04% | Reduce -5.5% | 79,633 | $30.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +25.0% | 76,804 | $29.7M |
| Tanglewood Wealth Management, Inc. | 2.65% | Reduce -0.6% | 74,744 | $28.9M |
| Great Diamond Partners, LLC | 5.51% | Reduce -3.4% | 74,019 | $28.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.58% | New | 71,885 | $27.8M |
| Finley Financial, LLC | 12.73% | Reduce -0.7% | 71,838 | $27.8M |
| First Trust Advisors LP | 0.02% | New | 71,474 | $27.6M |
| Portfolio Strategies, Inc. | 3.18% | Reduce -3.9% | 71,095 | $27.5M |
| Tiaa Trust, National Association | 0.06% | Reduce -4.3% | 69,869 | $27.0M |
| Savant Capital, LLC | 0.15% | Reduce -1.3% | 68,299 | $26.4M |
| Brooklyn FI, LLC | 5.62% | Reduce -11.0% | 67,934 | $26.3M |
| Nations Financial Group Inc, /Ia/ | 1.37% | Add +2.0% | 67,262 | $26.0M |
| Fifth Third Bancorp | 0.08% | Reduce -0.3% | 67,068 | $25.9M |
| Epiq Partners, LLC | 11.68% | Add +5.2% | 62,864 | $24.3M |
| Stairway Partners, LLC | 1.17% | Reduce -5.9% | 58,578 | $22.7M |
| Truepoint, Inc. | 0.51% | Reduce -1.7% | 58,557 | $22.7M |
| Trajan Wealth LLC | 0.94% | Reduce -3.0% | 58,111 | $22.5M |
| Johnson Investment Counsel Inc. | 0.18% | Reduce -8.3% | 57,938 | $22.4M |
| Diversified Portfolios, Inc. | 1.82% | Reduce -2.1% | 56,470 | $21.8M |
| Citizens Financial Group Inc. | 0.29% | Reduce -1.5% | 56,340 | $21.8M |
| Strategic Equity Management | 7.35% | Add +1.6% | 56,009 | $21.7M |
| Greenspring Advisors, LLC | 1.29% | New | 54,247 | $21.0M |
| Compass Financial Group, Inc. | 8.81% | Reduce -1.1% | 51,590 | $20.0M |
| Truist Financial Corp. | 0.03% | Add +36.4% | 51,268 | $19.8M |
| O'Brien Wealth Partners LLC | 2.58% | Add +0.0% | 50,376 | $19.5M |
| Whittier Trust Co. of Nevada Inc. | 0.40% | Reduce -10.9% | 49,207 | $19.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.36% | Reduce -0.7% | 49,795 | $19.3M |
| Moss Adams Wealth Advisors LLC | 1.37% | Reduce -1.0% | 48,986 | $19.0M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -49.5% | 48,874 | $18.9M |
| Brookstone Capital Management | 0.21% | Reduce -13.3% | 47,919 | $18.5M |
| Strategic Investment Management, LLC | 9.38% | Reduce -23.5% | 47,841 | $18.5M |
| Balentine LLC | 0.69% | Reduce -4.9% | 46,785 | $18.1M |
| Nepc LLC | 0.38% | Add +65.0% | 45,961 | $17.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -5.5% | 45,901 | $17.8M |
| KDK Private Wealth Management, LLC | 15.24% | Add +1.0% | 45,121 | $17.5M |
| Citigroup Inc. | 0.01% | Add +1.8% | 44,679 | $17.3M |
| United Capital Financial Advisors, LLC | 0.10% | Add +1.4% | 43,425 | $16.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.4% | 42,217 | $16.6M |
| Fund Evaluation Group, LLC | 0.54% | Reduce -2.3% | 42,519 | $16.4M |
| Crestwood Advisors Group, LLC | 0.27% | Reduce -2.2% | 42,515 | $16.4M |
| Cwm, LLC | 0.04% | Reduce -0.5% | 41,779 | $16.2M |
| Creative Planning | 0.01% | Add +9.1% | 41,692 | $16.1M |
| First Horizon Corp. | 0.71% | No change | 41,229 | $15.9M |
| Embree Financial Group | 1.94% | Reduce -42.8% | 40,712 | $15.7M |
| Kestra Advisory Services, LLC | 0.06% | Add +0.8% | 40,198 | $15.6M |
| AlTi Global, Inc. | 0.33% | Reduce -0.0% | 39,912 | $15.4M |
| Moneywise, Inc. | 6.36% | Add +2.3% | 39,534 | $15.3M |
| First National Trust Co | 0.49% | Reduce -0.2% | 38,336 | $14.8M |
| Ipswich Investment Management Co., Inc. | 3.43% | Add +2.8% | 38,324 | $14.8M |
| Hanover Advisors Inc. | 5.75% | Reduce -1.8% | 38,315 | $14.8M |
| Zacks Investment Management | 0.12% | Add +375.1% | 38,072 | $14.7M |
| Tanager Wealth Management LLP | 1.42% | Reduce -5.1% | 36,835 | $14.2M |
| Roble, Belko & Company, Inc | 1.83% | Reduce -0.6% | 36,119 | $14.0M |
| Quantinno Capital Management LP | 0.03% | Add +8.8% | 35,307 | $13.7M |
| Allen Investment Management, LLC | 0.15% | Reduce -0.6% | 35,131 | $13.6M |
| Conservest Capital Advisors, Inc. | 1.20% | Reduce -6.9% | 34,507 | $13.3M |
| JFS Wealth Advisors, LLC | 0.72% | Reduce -12.4% | 33,246 | $12.9M |
| CIBC Private Wealth Group LLC | 0.02% | Add +2.2% | 32,369 | $12.5M |
| BigSur Wealth Management LLC | 2.97% | No change | 31,700 | $12.3M |
| Stifel Financial Corp. | 0.01% | Add +11.8% | 30,960 | $12.0M |
| UMB Bank, n.a. | 0.16% | Reduce -6.2% | 30,791 | $11.9M |
| Partners Capital Investment Group, LLP | 0.43% | Add +0.3% | 29,847 | $11.5M |
| Federated Hermes, Inc. | 0.02% | Add +92715.6% | 29,701 | $11.5M |
| jvl associates llc | 3.67% | No change | 29,127 | $11.3M |
| Glenmede Trust Co. NA | 0.05% | — | 28,152 | $10.9M |
| Post Resch Tallon Group Inc. | 8.81% | Add +12.5% | 26,973 | $10.4M |
| Apella Capital, LLC | 0.20% | Add +328.6% | 26,542 | $10.3M |
| Alliancebernstein L.P. | 0.00% | Add +2.3% | 26,499 | $10.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -5.7% | 26,066 | $10.1M |
| One Day In July LLC | 0.82% | Add +0.7% | 25,730 | $10.0M |
| Pathstone Holdings, LLC | 0.04% | Add +0.5% | 25,666 | $9.9M |
| Cerity Partners LLC | 0.01% | Add +14.1% | 25,026 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +18.3% | 24,980 | $9.7M |
| Vanguard Group Inc. | 0.00% | No change | 24,806 | $9.6M |
| Rebalance, LLC | 0.56% | Add +0.2% | 24,696 | $9.6M |
| Humankind Investments LLC | 4.26% | No change | 24,570 | $9.5M |
| Aspiriant, LLC | 0.27% | Reduce -3.7% | 24,515 | $9.5M |
| Keybank National Association | 0.03% | Add +0.1% | 24,467 | $9.5M |
| Advisory Services Network, LLC | 0.13% | Add +10.5% | 24,442 | $9.5M |
| Forte Asset Management LLC | 4.10% | Reduce -0.1% | 23,345 | $9.0M |
| Fiduciary Trust Co | 0.10% | Reduce -1.0% | 23,017 | $8.9M |
| Norris Perne & French LLP | 0.59% | No change | 22,880 | $8.9M |
| Running Point Capital Advisors, LLC | 2.35% | Reduce -0.8% | 22,315 | $8.6M |
| Circle Wealth Management, LLC | 0.13% | No change | 22,161 | $8.6M |
| St. Louis Trust Co | 0.97% | Reduce -0.3% | 21,875 | $8.5M |
| Whittier Trust Co. | 0.09% | Add +12.6% | 21,443 | $8.4M |
| Wilmington Savings Fund Society, FSB | 0.20% | Add +0.9% | 21,505 | $8.3M |
| LCNB Corp. | 2.76% | Reduce -1.6% | 21,298 | $8.2M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +76.6% | 21,025 | $8.1M |
| Sheridan Capital Management, LLC | 4.08% | Add +3.1% | 20,789 | $8.0M |
| Baird Financial Group, Inc. | 0.01% | Add +0.1% | 20,425 | $7.9M |
| Legacy Trust | 1.42% | Reduce -1.2% | 19,664 | $7.6M |
| NewEdge Advisors, LLC | 0.03% | Add +49.5% | 19,645 | $7.6M |
| Mueller Wealth, LLC | 6.25% | — | 19,536 | $7.6M |
| MML Investors Services, LLC | 0.02% | Add +12.1% | 18,863 | $7.3M |
| First National Bank of Omaha | 0.21% | Add +144.8% | 18,636 | $7.2M |
| Moran Wealth Management, LLC | 0.22% | New | 18,660 | $7.2M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +0.3% | 18,524 | $7.2M |
| Jordan Park Group LLC | 0.41% | Reduce -2.2% | 18,515 | $7.2M |
| Cedar Wealth Management, LLC | 2.13% | Add +3.8% | 18,390 | $7.1M |
| Triune Financial Partners, LLC | 1.63% | Reduce -0.8% | 17,714 | $7.0M |
| West Paces Advisors Inc. | 1.34% | Reduce -5.0% | 17,936 | $6.9M |
| Halbert Hargrove Global Advisors, LLC | 0.33% | Reduce -6.7% | 17,803 | $6.9M |
| U.S. Capital Wealth Advisors, LLC | 0.18% | Add +4.1% | 17,756 | $6.9M |
| Elyxium Wealth, LLC | 1.90% | No change | 17,730 | $6.9M |
| WHI TRUST Co LLC | 5.26% | — | 17,645 | $6.8M |
| EP Wealth Advisors, LLC | 0.03% | — | 17,121 | $6.6M |
| Ascent Wealth Partners, LLC | 0.76% | Add +7.9% | 17,043 | $6.6M |
| BTC Capital Management, Inc. | 0.45% | Reduce -5.0% | 16,691 | $6.5M |
| Gilbert & Cook, Inc. | 0.81% | Add +0.1% | 16,583 | $6.4M |
| Winthrop Advisory Group LLC | 0.54% | Reduce -3.5% | 16,525 | $6.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +37.3% | 16,028 | $6.2M |
| Mission Wealth Management, LP | 0.13% | Reduce -1.4% | 15,868 | $6.1M |
| Aries Wealth Management | 1.31% | No change | 15,294 | $5.9M |
| Sterling Capital Management LLC | 0.10% | Add +107.8% | 15,201 | $5.9M |
| Curi Capital, LLC | 0.10% | Add +29.5% | 15,178 | $5.9M |
| Chicago Partners Investment Group LLC | 0.14% | Add +4.5% | 14,930 | $5.9M |
| Klingenstein Fields & Co. LP | 0.22% | Add +0.3% | 14,900 | $5.8M |
| Midwest Professional Planners, LTD. | 1.35% | Add +3.6% | 14,722 | $5.7M |
| Financial Council, LLC | 2.26% | Reduce -0.1% | 14,660 | $5.7M |
| Valeo Financial Advisors, LLC | 0.13% | Add +1.3% | 14,607 | $5.7M |
| Cozad Asset Management Inc. | 0.44% | Add +0.3% | 14,606 | $5.7M |
| Cambridge Associates LLC /Ma/ | 0.09% | No change | 14,597 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Add +1.2% | 14,560 | $5.6M |
| William Howard & Co Financial Advisors Inc | 4.65% | Reduce -0.3% | 14,271 | $5.5M |
| Tudor Investment Corporation | 0.03% | Add +434.8% | 14,150 | $5.5M |
| Silvercrest Asset Management Group LLC | 0.04% | Reduce -2.8% | 14,041 | $5.4M |
| Summit Trail Advisors, LLC | 0.09% | Reduce -1.7% | 13,740 | $5.3M |
| Sowell Financial Services LLC | 0.19% | Add +6.9% | 13,544 | $5.2M |
| Aquire Wealth Advisors, LLC | 1.35% | Reduce -3.0% | 13,402 | $5.2M |
| Greenline Partners, LLC | 0.59% | No change | 13,244 | $5.1M |
| Basecamp Wealth Advisors LLC | 1.06% | — | 12,868 | $5.0M |
| MPS Loria Financial Planners, LLC | 1.26% | Add +1.5% | 12,719 | $4.9M |
| Lowe Brockenbrough & Co. Inc. | 0.24% | Reduce -33.6% | 12,672 | $4.9M |
| Anchyra Partners LLC | 1.50% | — | 12,666 | $4.9M |
| Savvy Advisors, Inc. | 0.16% | Reduce -0.9% | 12,581 | $4.9M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +0.7% | 12,299 | $4.8M |
| New Republic Capital, LLC | 1.27% | Add +6.2% | 12,255 | $4.7M |
| Lutz Financial Services LLC | 0.32% | Reduce -3.9% | 12,175 | $4.7M |
| Blue Fin Capital, Inc. | 0.73% | Reduce -0.0% | 12,174 | $4.7M |
| Intelligence Driven Advisers, LLC | 0.65% | Reduce -4.9% | 11,825 | $4.6M |
| HRT Financial LP | 0.01% | Add +8.6% | 11,735 | $4.5M |
| Arcus Capital Partners, LLC | 1.60% | New | 11,494 | $4.4M |
| Simon Quick Advisors, LLC | 0.19% | Reduce -13.4% | 11,405 | $4.4M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -33.7% | 11,293 | $4.4M |
| Twin Focus Capital Partners, LLC | 0.50% | Reduce -0.9% | 11,253 | $4.4M |
| MAI Capital Management | 0.03% | Add +42.6% | 11,169 | $4.3M |
| Norden Group LLC | 0.41% | Add +399.5% | 10,954 | $4.2M |
| First Heartland Consultants, Inc. | 0.32% | Reduce -0.1% | 10,873 | $4.2M |
| Ironwood Investment Management LLC | 1.75% | Add +2.9% | 10,758 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Add +3.0% | 10,701 | $4.1M |
| Single Point Partners, LLC | 0.82% | Add +0.1% | 10,683 | $4.1M |
| Chesapeake Wealth Management | 1.20% | Reduce -1.8% | 10,419 | $4.0M |
| Certuity, LLC | 0.25% | Add +0.2% | 10,263 | $4.0M |
| Sax Wealth Advisors, LLC | 0.18% | Reduce -0.7% | 10,148 | $3.9M |
| McClarren Financial Advisors, Inc. | 2.34% | Reduce -9.3% | 6,477 | $3.9M |
| Zhang Financial LLC | 0.14% | Reduce -0.5% | 10,050 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -9.1% | 9,920 | $3.8M |
| Simmons Bank | 0.25% | Reduce -10.7% | 9,852 | $3.8M |
| Sand Hill Global Advisors, LLC | 0.13% | Reduce -0.8% | 9,722 | $3.8M |
| Alesco Advisors, LLC, An ESL Co | 0.10% | No change | 9,608 | $3.7M |
| Fort Washington Investment Advisors Inc. | 0.02% | Add +0.0% | 9,405 | $3.6M |
| Institute for Wealth Management, LLC. | 0.38% | No change | 9,363 | $3.6M |
| WASHINGTON TRUST Co | 0.12% | Reduce -1.9% | 9,249 | $3.6M |
| Family Office Research LLC | 1.44% | Reduce -0.5% | 9,042 | $3.5M |
| Lakeshore Financial Planning, Inc. | 1.26% | Reduce -0.2% | 9,106 | $3.5M |
| Tolleson Wealth Management, Inc. | 0.51% | No change | 9,066 | $3.5M |
| Cahill Financial Advisors Inc. | 0.38% | Add +0.2% | 9,023 | $3.5M |
| Wedmont Private Capital | 0.12% | Add +0.2% | 8,855 | $3.5M |
| M&T Bank Corp | 0.01% | Reduce -0.2% | 8,924 | $3.5M |
| Foundation Wealth Management, LLC\PA | 1.23% | Reduce -5.6% | 8,768 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +44.9% | 8,748 | $3.4M |
| Fiduciary Wealth Partners, LLC | 1.37% | Reduce -6.2% | 8,663 | $3.4M |
| First Hawaiian Bank | 0.44% | Reduce -1.5% | 8,506 | $3.3M |
| Wealthcare Capital Management LLC | 0.32% | Reduce -1.1% | 8,434 | $3.3M |
| BOK Financial Private Wealth, Inc. | 0.20% | Reduce -4.3% | 8,374 | $3.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -57.6% | 8,332 | $3.2M |
| Integrated Advisors Network LLC | 0.14% | No change | 8,223 | $3.2M |
| Matrix Private Capital Group LLC | 1.61% | Reduce -3.4% | 8,190 | $3.2M |
| Park Avenue Securities LLC | 0.03% | Add +160.8% | 8,090 | $3.1M |
| Evelyn Partners Asset Management Ltd | 0.73% | Add +0.1% | 8,085 | $3.1M |
| Chokshi & Queen Wealth Advisors, Inc | 1.61% | Reduce -4.0% | 7,966 | $3.1M |
| NewEdge Wealth, LLC | 0.03% | Add +0.7% | 7,887 | $3.1M |
| City Holding Co. | 0.37% | Reduce -3.4% | 7,856 | $3.0M |
| Renaissance Technologies | 0.00% | Add +21.9% | 7,680 | $3.0M |
| Mosaic Advisors LLC | 5.67% | Reduce -12.9% | 7,603 | $2.9M |
| Vise Technologies, Inc. | 0.06% | Add +641.8% | 7,581 | $2.9M |
| Planning Alternatives Ltd. | 0.37% | Reduce -0.7% | 7,556 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +1.1% | 7,535 | $2.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -6.9% | 7,466 | $2.9M |
| Clark Capital Management Group, Inc. | 0.02% | New | 7,365 | $2.8M |
| Flputnam Investment Management Co. | 0.04% | Reduce -0.6% | 7,356 | $2.8M |
| Renasant Bank | 1.92% | No change | 7,326 | $2.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -16.9% | 7,273 | $2.8M |
| JMG Financial Group, Ltd. | 0.08% | Reduce -11.9% | 7,267 | $2.8M |
| Prudential Financial Inc. | 0.00% | Reduce -50.0% | 6,980 | $2.7M |
| XY Planning Network, Inc. | 0.47% | Reduce -18.8% | 6,990 | $2.7M |
| Fonville Wealth Management LLC | 0.55% | Reduce -3.4% | 6,986 | $2.7M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Add +2.5% | 6,776 | $2.6M |
| Wealthedge Investment Advisors, LLC | 0.96% | Reduce -4.5% | 6,724 | $2.6M |
| IMA Advisory Services, Inc. | 0.25% | No change | 6,690 | $2.6M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 6,674 | $2.6M |
| American State Bank (Iowa) | 1.20% | New | 6,471 | $2.5M |
| Signature Resources Capital Management, LLC | 1.25% | No change | 6,380 | $2.5M |
| Oxford Financial Group, LTD. LLC | 0.13% | No change | 6,331 | $2.4M |
| GeoWealth Management, LLC | 0.09% | Reduce -0.6% | 6,300 | $2.4M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 6,282 | $2.4M |
| Meridian Financial Partners LLC | 0.96% | Reduce -0.6% | 6,194 | $2.4M |
| OpenArc Corporate Advisory, LLC | 0.04% | — | 6,244 | $2.4M |
| Modera Wealth Management, LLC | 0.03% | Reduce -2.7% | 6,229 | $2.4M |
| SouthState Bank Corp | 0.11% | Add +0.2% | 6,220 | $2.4M |
| OneAscent Financial Services LLC | 0.22% | Add +0.1% | 6,197 | $2.4M |
| Portland Global Advisors LLC | 0.25% | Add +15.0% | 6,067 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 5,907 | $2.3M |
| Rialto Wealth Management, LLC | 0.54% | Reduce -10.5% | 5,871 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.9% | 5,858 | $2.3M |
| Avant Financial Advisors LLC | 1.62% | Add +2.2% | 5,838 | $2.3M |
| Strategic Blueprint, LLC | 0.13% | Add +1.9% | 5,804 | $2.2M |
| Yardley Wealth Management LLC | 1.18% | Reduce -0.8% | 5,759 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.1% | 5,719 | $2.2M |
| Nvest Financial, LLC | 0.92% | Add +0.3% | 5,706 | $2.2M |
| Sigma Planning Corp | 0.06% | Add +4.4% | 5,599 | $2.2M |
| Verum Partners LLC | 0.43% | No change | 5,539 | $2.1M |
| Castle Rock Wealth Management, LLC | 0.46% | Reduce -31.8% | 5,470 | $2.1M |
| Garde Capital, Inc. | 0.13% | New | 5,502 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.24% | Reduce -0.9% | 5,500 | $2.1M |
| Silvia McColl Wealth Management, LLC | 1.41% | Reduce -0.2% | 5,495 | $2.1M |
| CENTRAL TRUST Co | 0.04% | No change | 5,484 | $2.1M |
| Independence Bank of Kentucky | 0.26% | Reduce -2.5% | 5,479 | $2.1M |
| Wealth Architects, LLC | 0.19% | Reduce -1.2% | 5,430 | $2.1M |
| Cambria Investment Management, L.P. | 0.12% | No change | 5,419 | $2.1M |
| Heritage Financial Services, LLC | 0.17% | Reduce -3.0% | 5,232 | $2.0M |
| BCS Private Wealth Management, Inc. | 0.69% | Reduce -0.6% | 5,211 | $2.0M |
| Beacon Financial Group | 0.20% | Reduce -0.7% | 5,186 | $2.0M |
| Xponance LLC | 0.01% | Reduce -51.2% | 5,181 | $2.0M |
| High Probability Advisors, LLC | 0.27% | No change | 5,180 | $2.0M |
| McGlone Suttner Wealth Management, Inc. | 0.27% | New | 5,172 | $2.0M |
| Bakala Capital LLC | 9.45% | New | 5,165 | $2.0M |
| Tocqueville Asset Management L.P. | 0.03% | New | 5,147 | $2.0M |
| &partners | 0.01% | Add +85.3% | 5,123 | $2.0M |
| Pure Financial Advisors, LLC | 0.03% | Add +32.7% | 5,106 | $2.0M |
| Punch & Associates Investment Management, Inc. | 0.12% | Add +3.4% | 5,093 | $2.0M |
| Manchester Financial Inc. | 0.37% | No change | 5,051 | $2.0M |
| waypoint wealth counsel | 0.72% | Add +4.2% | 5,050 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -0.3% | 4,984 | $1.9M |
| Dakota Wealth Management | 0.03% | Add +165.7% | 4,964 | $1.9M |
| Ledyard National Bank | 0.16% | Reduce -0.4% | 4,911 | $1.9M |
| QRG Capital Management, Inc. | 0.02% | Add +209.6% | 4,855 | $1.9M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Reduce -0.3% | 4,847 | $1.9M |
| Independent Financial Group, LLC | 0.04% | Reduce -7.3% | 4,840 | $1.9M |
| Guardian Wealth Advisors, LLC / NC | 0.12% | Add +0.2% | 4,813 | $1.9M |
| Berkshire Asset Management LLC | 0.08% | No change | 4,750 | $1.8M |
| Cohen Capital Management, Inc. | 0.27% | No change | 4,637 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.9% | 4,617 | $1.8M |
| GC Wealth Management RIA, LLC | 0.06% | No change | 4,548 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.5% | 4,535 | $1.8M |
| Motive Wealth Advisors | 0.74% | No change | 4,508 | $1.7M |
| Chesley Taft & Associates LLC | 0.07% | Add +3.9% | 4,508 | $1.7M |
| Timonier Family Office, LTD. | 0.55% | No change | 4,468 | $1.7M |
| BIP Wealth, LLC | 0.06% | No change | 4,405 | $1.7M |
| Dunhill Financial, LLC | 0.54% | Reduce -1.6% | 4,402 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +63.6% | 4,377 | $1.7M |
| CVA Family Office, LLC | 0.19% | No change | 4,348 | $1.7M |
| KilterHowling LLC | 0.84% | Reduce -17.7% | 4,306 | $1.7M |
| Tennessee Valley Asset Management Partners | 0.21% | No change | 4,249 | $1.6M |
| Evercore Wealth Management, LLC | 0.02% | Add +2.2% | 4,232 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -10.0% | 4,228 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | No change | 4,226 | $1.6M |
| Fuller & Thaler Asset Management, Inc. | 0.01% | New | 4,163 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.4% | 4,162 | $1.6M |
| New England Private Wealth Advisors LLC | 0.20% | Reduce -8.5% | 4,157 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 4,142 | $1.6M |
| Midwest Trust Co | 0.02% | Add +5.9% | 4,123 | $1.6M |
| 12th Street Asset Management Company, LLC | 0.26% | New | 4,049 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.7% | 3,965 | $1.5M |
| Well Done, LLC | 0.23% | Reduce -5.9% | 3,946 | $1.5M |
| RFG - Bristol Wealth Advisors, LLC | 0.42% | Add +0.2% | 3,912 | $1.5M |
| Abacus Planning Group, Inc. | 0.20% | No change | 3,882 | $1.5M |
| Capital Analysts, LLC | 0.04% | Add +0.1% | 3,876 | $1.5M |
| Canandaigua National Bank & Trust Co. | 0.13% | No change | 3,860 | $1.5M |
| MIdWestOne Financial Group, Inc. | 0.17% | No change | 3,856 | $1.5M |
| Asset Dedication, LLC | 0.10% | No change | 3,838 | $1.5M |
| World Investment Advisors | 0.02% | Add +4.8% | 3,828 | $1.5M |
| Vista Capital Partners, Inc. | 0.15% | No change | 3,822 | $1.5M |
| Sensible Money, LLC | 0.46% | No change | 3,729 | $1.4M |
| Wesbanco Bank Inc. | 0.04% | Reduce -0.6% | 3,729 | $1.4M |
| Firestone Capital Management | 0.31% | Reduce -0.1% | 3,726 | $1.4M |
| Cambridge Financial Group, LLC | 0.50% | No change | 3,707 | $1.4M |
| Johnson Financial Group, Inc. | 0.05% | Reduce -9.1% | 3,716 | $1.4M |
| Augustine Asset Management Inc. | 0.29% | No change | 3,714 | $1.4M |
| Retirement Planning Group, LLC | 0.05% | Reduce -1.0% | 3,711 | $1.4M |
| ETF Portfolio Partners, Inc. | 0.37% | No change | 3,690 | $1.4M |
| SilverOak Wealth Management LLC | 0.22% | Reduce -5.0% | 3,666 | $1.4M |
| Indiana Trust & Investment Management Co | 0.40% | No change | 3,547 | $1.4M |
| Graves Light Lenhart Wealth, Inc. | 0.14% | No change | 3,500 | $1.4M |
| Stokes Family Office, LLC | 0.12% | No change | 3,500 | $1.4M |
| Wellspring Financial Advisors, LLC | 0.11% | No change | 3,496 | $1.4M |
| FineMark National Bank & Trust | 0.04% | Reduce -2.3% | 3,482 | $1.3M |
| Crescent Grove Advisors, LLC | 0.13% | Reduce -13.5% | 3,433 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +519.0% | 3,429 | $1.3M |
| Bernardo Wealth Planning LLC | 0.25% | No change | 3,411 | $1.3M |
| Grove Bank & Trust | 0.15% | No change | 3,400 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +277.8% | 3,400 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +278.9% | 3,399 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Add +17.0% | 3,390 | $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 +0.1% | 3,323 | $1.3M |
| Atala Financial Inc | 0.82% | No change | 3,319 | $1.3M |
| XML Financial, LLC | 0.10% | Add +0.2% | 3,280 | $1.3M |
| Zions Bancorporation, National Association | 0.06% | No change | 3,270 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +21.6% | 3,231 | $1.2M |
| Smith Salley Wealth Management | 0.06% | Add +0.4% | 3,221 | $1.2M |
| Sonata Capital Group Inc. | 0.45% | Reduce -2.1% | 3,210 | $1.2M |
| Visionary Wealth Advisors | 0.06% | Add +0.3% | 3,205 | $1.2M |
| Rossmore Private Capital | 0.11% | Add +5.0% | 3,199 | $1.2M |
| Smartleaf Asset Management LLC | 0.05% | Add +23.6% | 3,160 | $1.2M |
| GHP Investment Advisors, Inc. | 0.05% | Add +0.0% | 3,168 | $1.2M |
| Callan Family Office, LLC | 0.03% | New | 3,156 | $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 |
| Sage Mountain Advisors LLC | 0.06% | No change | 3,053 | $1.2M |
| LWM Advisory Services, LLC | 0.69% | No change | 3,040 | $1.2M |
| E&G Advisors, LLC | 0.26% | No change | 3,002 | $1.2M |
| CoreCap Advisors, LLC | 0.04% | Add +13.5% | 2,987 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.07% | No change | 2,978 | $1.2M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 2,975 | $1.2M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -35.0% | 2,954 | $1.1M |
| Beaumont Asset Management, L.L.C. | 0.57% | No change | 2,945 | $1.1M |
| Paulson Wealth Management Inc. | 0.26% | Reduce -1.5% | 2,938 | $1.1M |
| Condor Capital Management | 0.09% | No change | 2,936 | $1.1M |
| Gross & Hartman Investments LLC | 0.64% | — | 2,919 | $1.1M |
| Safe Harbor Family Capital, LLC | 0.99% | — | 2,918 | $1.1M |
| Greenwood Capital Associates LLC | 0.12% | No change | 2,880 | $1.1M |
| Glenview Trust Co | 0.02% | Add +2.3% | 2,858 | $1.1M |
| International Assets Investment Management, LLC | 0.08% | Add +5.9% | 2,852 | $1.1M |
| Hunter Associates Investment Management LLC | 0.15% | No change | 2,850 | $1.1M |
| Jackson Wealth Management, LLC | 0.11% | No change | 2,801 | $1.1M |
| Old Mission Investment Co LLC | 0.26% | No change | 2,800 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | No change | 2,795 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -2.6% | 2,753 | $1.1M |
| Sargent Investment Group, LLC | 0.13% | New | 2,749 | $1.1M |
| SkyOak Wealth, LLC | 0.19% | Reduce -0.9% | 2,736 | $1.1M |
| Aprio Wealth Management, LLC | 0.06% | No change | 2,729 | $1.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.23% | No change | 2,674 | $1.0M |
| Soltis Investment Advisors LLC | 0.07% | No change | 2,643 | $1.0M |
| Asset Allocation & Management Company, LLC | 0.41% | No change | 2,641 | $1.0M |
| IFG Advisory, LLC | 0.04% | Reduce -2.0% | 2,624 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -26.9% | 2,616 | $1.0M |
| Gallagher Fiduciary Advisors, LLC | 0.03% | New | 2,606 | $1.0M |
| Wealth Management Partners, LLC | 0.29% | Reduce -2.0% | 2,587 | $1.0M |
| Kovack Advisors, Inc. | 0.05% | Add +0.0% | 2,583 | $999K |
| Evoke Wealth, LLC | 0.02% | Reduce -9.2% | 2,577 | $997K |
| Waterloo Capital, L.P. | 0.07% | New | 2,573 | $995K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.7% | 2,570 | $994K |
| First Interstate Bank | 0.05% | No change | 2,560 | $990K |
| Quadrant Private Wealth Management, LLC | 0.16% | Add +0.2% | 2,550 | $986K |
| W1M Asset Management Ltd | 0.01% | New | 2,526 | $977K |
| Nestegg Advisors, Inc. | 0.83% | No change | 2,497 | $966K |
| HSBC Holdings PLC | 0.00% | New | 2,490 | $963K |
| Coyle Financial Counsel LLC | 0.20% | No change | 2,460 | $952K |
| Keb Asset Management, LLC | 0.19% | Reduce -22.0% | 2,452 | $949K |
| W Advisors, LLC | 0.47% | Reduce -0.0% | 2,434 | $941K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +8.8% | 4,221 | $940K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.6% | 2,401 | $929K |
| Clearbridge Investments, LLC | 0.00% | New | 2,399 | $928K |
| IHT Wealth Management, LLC | 0.02% | Reduce -28.5% | 2,363 | $914K |
| Acropolis Investment Management, LLC | 0.04% | No change | 2,355 | $911K |
| Capstone Financial Advisors, Inc. | 0.05% | Add +0.3% | 2,353 | $910K |
| Blue Edge Capital, LLC | 0.12% | No change | 2,344 | $907K |
| Investor's Fiduciary Advisor Network, LLC | 0.19% | New | 2,336 | $903K |
| Private Trust Co. NA | 0.08% | No change | 2,329 | $901K |
| Houlihan Financial Resource Group, Ltd. | 0.35% | New | 2,324 | $899K |
| Brooklyn Investment Group | 0.04% | Add +11.6% | 2,289 | $893K |
| Baring Financial LLC | 0.54% | Reduce -9.8% | 2,306 | $892K |
| Bayshore Capital Advisors, LLC | 0.44% | — | 2,301 | $890K |
| Red Spruce Capital, LLC | 0.35% | Reduce -2.3% | 2,301 | $890K |
| Modern Wealth Management, LLC | 0.02% | Reduce -4.2% | 2,294 | $887K |
| Prosperity Planning, Inc. | 0.33% | Reduce -8.3% | 2,280 | $882K |
| Patten & Patten Inc. | 0.05% | Add +9.8% | 2,247 | $869K |
| AGH Wealth Advisors, LLC | 0.65% | Reduce -7.1% | 2,236 | $865K |
| Northeast Planning Associates, Inc. / NH / | 0.60% | Reduce -15.0% | 2,210 | $855K |
| Destiny Wealth Partners, LLC | 0.10% | No change | 2,154 | $850K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -10.7% | 2,172 | $840K |
| KLCM Advisors, Inc. | 0.07% | New | 2,165 | $838K |
| MSH Capital Advisors LLC | 0.18% | Add +12.1% | 2,136 | $826K |
| Brown Wealth Management, LLC | 0.22% | Add +0.2% | 2,130 | $824K |
| Hollencrest Capital Management | 0.03% | No change | 2,116 | $819K |
| Arax Advisory Partners | 0.02% | New | 2,109 | $816K |
| Dempze Nancy E | 0.42% | No change | 2,102 | $813K |
| Evergreen Capital Management LLC | 0.02% | No change | 2,097 | $811K |
| Mason & Associates Inc | 0.15% | Reduce -17.7% | 2,095 | $810K |
| Burns J W & Co. Inc. | 0.09% | No change | 2,085 | $807K |
| Sightline Wealth Advisors, LLC | 0.34% | Add +0.3% | 2,063 | $798K |
| Martin Capital Advisors, LLP | 0.46% | No change | 2,040 | $789K |
| Empower Advisory Group, LLC | 0.00% | Reduce -23.3% | 2,030 | $785K |
| Ascent Group, LLC | 0.03% | Reduce -5.9% | 2,022 | $782K |
| Annex Advisory Services, LLC | 0.01% | New | 2,016 | $780K |
| FWG Holdings, LLC | 0.30% | Reduce -6.3% | 1,983 | $779K |
| Harbor Advisors LLC | 0.12% | No change | 2,000 | $774K |
| Bokf, NA | 0.01% | No change | 2,000 | $774K |
| Global View Capital Management LLC | 0.14% | Add +10.9% | 1,984 | $768K |
| Collaborative Wealth Managment Inc. | 0.27% | No change | 1,975 | $764K |
| Harbor Investment Advisory, LLC | 0.06% | No change | 1,972 | $763K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.1% | 1,959 | $758K |
| Facet Wealth, Inc. | 0.01% | Reduce -2.4% | 1,894 | $749K |
| Topsail Wealth Management, LLC | 0.11% | No change | 1,931 | $747K |
| Allworth Financial LP | 0.00% | Reduce -29.5% | 1,925 | $745K |
| Diversified Trust Co. | 0.01% | Reduce -0.1% | 1,906 | $737K |
| Sentinel Wealth Management, Inc. | 0.61% | No change | 1,906 | $737K |
| Choreo, LLC | 0.01% | Reduce -7.7% | 1,864 | $726K |
| SlateStone Wealth, LLC | 0.06% | No change | 1,868 | $723K |
| Waystone Advisors LLC | 0.62% | — | 1,866 | $722K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.5% | 1,863 | $721K |
| Forum Financial Management, LP | 0.01% | Add +8.6% | 1,857 | $718K |
| Wedbush Securities Inc. | 0.02% | Reduce -13.0% | 1,841 | $712K |
| Oxbow Advisors, LLC | 0.06% | Reduce -4.9% | 1,835 | $710K |
| Armbruster Capital Management, Inc. | 0.12% | Add +0.5% | 1,819 | $704K |
| RKL Wealth Management LLC | 0.06% | Add +0.3% | 1,815 | $702K |
| Climber Capital SA | 0.45% | — | 1,800 | $695K |
| Cim Investment Management Inc. | 0.18% | Add +166.9% | 1,783 | $690K |
| McLean Asset Management Corp | 0.12% | Add +1.8% | 1,752 | $689K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.2% | 1,768 | $684K |
| USA Financial Formulas | 0.12% | Reduce -6.3% | 1,759 | $680K |
| Burke & Herbert Bank & Trust Co. | 0.19% | Add +5.3% | 1,756 | $679K |
| Stronghold Wealth Management L.L.C. | 1.00% | — | 1,755 | $679K |
| Ellis Investment Partners, LLC | 0.12% | Add +0.1% | 1,747 | $676K |
| ASL Financial, LLC | 0.52% | — | 1,715 | $663K |
| Ashton Thomas Private Wealth, LLC | 0.02% | No change | 1,715 | $663K |
| 1834 Investment Advisors Co. | 0.08% | New | 1,714 | $663K |
| Foster Group, Inc. | 0.02% | No change | 1,712 | $662K |
| MTM Investment Management, LLC | 0.21% | No change | 1,695 | $656K |
| Third View Private Wealth, LLC | 0.09% | — | 1,690 | $654K |
| Rehmann Capital Advisory Group | 0.03% | Add +5.4% | 1,666 | $645K |
| TritonPoint Partners, LLC | 0.34% | — | 1,666 | $644K |
| Fiduciary Alliance LLC | 0.04% | Reduce -2.3% | 1,661 | $642K |
| Bradley & Co. Private Wealth Management, LLC | 0.34% | Add +6.2% | 1,653 | $639K |
| VERITY Wealth Advisors | 0.40% | No change | 1,651 | $639K |
| Mullaney, Keating & Wright, Inc. | 0.34% | Add +8.7% | 1,649 | $638K |
| Anchor Capital Advisors LLC | 0.02% | New | 1,640 | $634K |
| Affinity Capital Advisors, LLC | 0.09% | Reduce -13.1% | 1,639 | $634K |
| Pathway Financial Advisors LLC | 0.08% | No change | 1,600 | $630K |
| 1900 Wealth Management LLC | 0.04% | Add +0.3% | 1,623 | $628K |
| Ironwood Wealth Management, LLC. | 0.18% | No change | 1,620 | $627K |
| Boston Trust Walden Corp | 0.00% | No change | 1,590 | $615K |
| Poinciana Advisors Group, LLC | 0.48% | No change | 1,587 | $614K |
| Ashford Advisors, LLC | 0.13% | Reduce -14.3% | 1,583 | $612K |
| Patten Group, Inc. | 0.11% | Add +65.4% | 1,583 | $612K |
| Wealth Effects LLC | 0.19% | No change | 1,569 | $607K |
| Global Retirement Partners, LLC | 0.01% | Add +10.6% | 1,561 | $604K |
| HM Payson & Co. | 0.01% | No change | 1,550 | $600K |
| Cookson Peirce & Co. Inc. | 0.02% | New | 1,533 | $593K |
| RVW Wealth, LLC | 0.04% | No change | 1,522 | $589K |
| Mayflower Financial Advisors, LLC | 0.07% | No change | 1,521 | $588K |
| Scotia Capital Inc. | 0.00% | Reduce -9.8% | 1,515 | $586K |
| Vawter Financial, Ltd. | 0.25% | No change | 1,515 | $586K |
| Benjamin Edwards Inc. | 0.01% | Add +5.0% | 1,506 | $583K |
| Mitchell Sinkler & Starr | 0.26% | No change | 1,500 | $580K |
| Reicon Wealth Advisors, LLC | 0.42% | — | 1,495 | $578K |
| Stonebrook Private Inc. | 0.12% | Reduce -53.2% | 1,490 | $576K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 1,487 | $575K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.7% | 1,474 | $570K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.6% | 1,457 | $567K |
| Mason & Associates, LLC | 0.13% | Reduce -18.2% | 1,462 | $566K |
| CWA Asset Management Group, LLC | 0.02% | Add +16.7% | 1,449 | $561K |
| 17 Capital Partners, LLC | 0.29% | Reduce -10.4% | 1,443 | $558K |
| Curry Webb Wealth Management LLC | 0.28% | — | 1,435 | $555K |
| Fidelis Capital Partners, LLC | 0.04% | New | 1,429 | $553K |
| May Hill Capital, LLC | 0.15% | Reduce -0.3% | 1,427 | $552K |
| Valmark Advisers, Inc. | 0.01% | Reduce -7.9% | 1,417 | $548K |
| ARS Wealth Advisors Group, LLC | 0.05% | No change | 1,415 | $547K |
| Haverford Trust Co | 0.00% | No change | 1,400 | $542K |
| Camden National Bank | 0.07% | No change | 1,390 | $538K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.5% | 1,389 | $537K |
| Blue Chip Partners, LLC | 0.04% | Add +0.2% | 1,384 | $536K |
| Maridea Wealth Management LLC | 0.08% | Reduce -10.3% | 1,379 | $533K |
| One Capital Management, LLC | 0.02% | New | 1,378 | $533K |
| Core Wealth Management, Inc. | 0.16% | Reduce -0.9% | 1,364 | $528K |
| William Mack & Associates, Inc. | 0.25% | Reduce -28.9% | 1,352 | $523K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 1,352 | $523K |
| Ackerman Asset Management, LLC | 0.35% | No change | 1,350 | $522K |
| Daybright Advisory Services, Inc. | 0.14% | — | 1,341 | $519K |
| Meridian Wealth Management, LLC | 0.02% | No change | 1,322 | $511K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -6.6% | 1,319 | $510K |
| Grey Fox Wealth Advisors, LLC | 0.10% | No change | 1,318 | $510K |
| Schmidt P J Investment Management Inc. | 0.08% | No change | 1,317 | $509K |
| Detalus Advisors, LLC | 0.12% | No change | 1,314 | $508K |
| Greenhouse Wealth Management, LLC | 0.29% | Reduce -4.0% | 1,260 | $487K |
| Thrivent Financial for Lutherans | 0.00% | Add +62.0% | 1,260 | $487K |
| CM Wealth Advisors LLC | 0.11% | Reduce -1.5% | 1,252 | $484K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 1,232 | $477K |
| Integrity Alliance, Llc. | 0.02% | New | 1,225 | $474K |
| Crewe Advisors LLC | 0.04% | No change | 1,217 | $471K |
| SOL Capital Management CO | 0.04% | No change | 1,210 | $468K |
| Auour Investments LLC | 0.15% | No change | 1,208 | $467K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -19.9% | 1,207 | $467K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -15.3% | 1,203 | $465K |
| Madrid Wealth Management, LLC | 0.38% | — | 1,200 | $464K |
| Betterment LLC | 0.00% | Add +5.1% | 1,199 | $464K |
| Plancorp, LLC | 0.01% | No change | 1,187 | $459K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,183 | $458K |
| Shakespeare Wealth Management, LLC | 0.10% | Reduce -4.1% | 1,183 | $458K |
| Harbour Investments, Inc. | 0.01% | Add +22.9% | 1,169 | $452K |
| Lyell Wealth Management, LP | 0.03% | No change | 1,150 | $445K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 1,150 | $445K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.1% | 1,149 | $445K |
| Heck Capital Advisors, LLC | 0.03% | No change | 1,147 | $444K |
| Verus Capital Partners, LLC | 0.03% | No change | 1,139 | $441K |
| Versant Capital Management, Inc | 0.06% | Add +15.1% | 1,137 | $440K |
| WJ Financial Advisors LLC | 0.39% | Reduce -0.6% | 1,124 | $435K |
| First American Trust, FSB | 0.03% | Reduce -1.6% | 1,115 | $431K |
| Revolve Wealth Partners, LLC | 0.05% | Add +0.4% | 1,114 | $431K |
| Mather Group, Llc. | 0.00% | No change | 1,104 | $427K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -4.6% | 1,084 | $426K |
| James J. Burns & Company, LLC | 0.06% | No change | 1,100 | $426K |
| HighPoint Advisor Group LLC | 0.01% | New | 1,100 | $426K |
| Magnolia Private Wealth, LLC | 0.30% | No change | 1,096 | $424K |
| Lauterbach Financial Advisors, LLC | 0.21% | No change | 1,096 | $424K |
| Fluent Financial, LLC | 0.16% | Reduce -4.9% | 1,090 | $422K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 1,084 | $419K |
| Consolidated Portfolio Review Corp | 0.04% | New | 1,083 | $419K |
| Pine Ridge Advisers LLC | 0.03% | No change | 1,083 | $419K |
| Alternative Investment Advisors, LLC. | 0.18% | Add +0.3% | 1,070 | $414K |
| Spire Wealth Management | 0.01% | No change | 1,070 | $414K |
| Outlook Wealth Advisors, LLC | 0.09% | No change | 1,068 | $413K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -10.5% | 1,062 | $411K |
| Moneco Advisors, LLC | 0.03% | Add +0.2% | 1,060 | $410K |
| IFP Advisors, Inc | 0.01% | No change | 1,056 | $409K |
| J.Safra Asset Management Corp | 0.02% | New | 1,051 | $407K |
| Davidson Investment Advisors | 0.02% | Add +16.7% | 1,050 | $406K |
| Chilton Capital Management LLC | 0.01% | No change | 1,040 | $402K |
| AE Wealth Management LLC | 0.00% | Add +0.9% | 1,039 | $402K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 1,038 | $401K |
| WLTH Capital Management, LLC | 0.31% | — | 1,018 | $395K |
| Walled Lake Planning & Wealth Management, LLC | 0.12% | Reduce -3.3% | 1,007 | $390K |
| Biltmore Family Office, LLC | 0.05% | No change | 1,005 | $389K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -9.6% | 982 | $388K |
| Wealth Management Associates, Inc. | 0.13% | No change | 1,000 | $387K |
| Manchester Capital Management LLC | 0.05% | No change | 1,000 | $387K |
| Capital Advisors Wealth Management, LLC | 0.05% | No change | 1,000 | $387K |
| NorthRock Partners, LLC | 0.01% | Reduce -10.7% | 1,000 | $387K |
| Broussard Financial Group LLC | 0.31% | — | 987 | $382K |
| Legacy Capital Group California, Inc. | 0.09% | No change | 987 | $382K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 982 | $380K |
| Jacobs & Co. | 0.04% | No change | 982 | $379K |
| DT Investment Partners, LLC | 0.03% | No change | 975 | $377K |
| Members Trust Co | 0.01% | No change | 975 | $377K |
| Altiora Financial Group, LLC | 0.06% | No change | 967 | $374K |
| Cornerstone Capital, Inc. | 0.04% | No change | 959 | $371K |
| Regions Financial Corp. | 0.00% | No change | 957 | $370K |
| Blom & Howell Financial Planning, Inc. | 0.36% | — | 949 | $367K |
| Eldridge Investment Advisors, Inc. | 0.08% | No change | 944 | $365K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.3% | 923 | $357K |
| KPP Advisory Services LLC | 0.05% | Reduce -5.2% | 921 | $356K |
| Thomasville National Bank | 0.02% | No change | 919 | $356K |
| Tribridge Partners Financial LLC | 0.15% | No change | 918 | $355K |
| Nwam LLC | 0.02% | No change | 908 | $352K |
| Kesler, Norman & Wride, LLC | 0.06% | New | 900 | $348K |
| Eclectic Associates Inc. | 0.05% | Add +15.1% | 883 | $341K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.2% | 883 | $341K |
| Capital Squared Financial LLC | 0.27% | Reduce -2.8% | 882 | $341K |
| Schnieders Capital Management, Llc. | 0.05% | No change | 864 | $334K |
| Meridian Wealth Partners, LLC | 0.05% | Add +32.8% | 863 | $334K |
| Keating Financial Advisory Services, Inc. | 0.04% | — | 856 | $331K |
| Salomon & Ludwin, LLC | 0.03% | Add +0.2% | 847 | $331K |
| Reynders McVeigh Capital Management, LLC | 0.02% | No change | 851 | $329K |
| Capital Investment Counsel, LLC | 0.05% | New | 839 | $325K |
| Western Wealth Management, LLC | 0.01% | New | 822 | $318K |
| Tepp RIA, LLC | 0.31% | No change | 819 | $317K |
| Veracity Capital LLC | 0.09% | Add +1.1% | 818 | $317K |
| Principle Wealth Partners LLC | 0.02% | Reduce -6.0% | 816 | $316K |
| CFG Wealth Management Services, Inc. | 0.30% | — | 813 | $315K |
| Meritage Portfolio Management | 0.02% | Reduce -0.9% | 811 | $314K |
| J. Derek Lewis & Associates Inc. | 0.07% | — | 804 | $311K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 803 | $311K |
| Francis Financial, Inc. | 0.06% | No change | 803 | $311K |
| Carnegie Investment Counsel | 0.01% | New | 801 | $310K |
| Alpine Bank Wealth Management | 0.04% | No change | 800 | $309K |
| Arkadios Wealth Advisors | 0.01% | New | 790 | $306K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 789 | $305K |
| Briggs Wealth Management, Inc | 0.33% | — | 788 | $305K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 788 | $305K |
| Assetmark, Inc. | 0.00% | Reduce -2.5% | 786 | $304K |
| Silverlake Wealth Management LLC | 0.07% | No change | 783 | $303K |
| Frisch Financial Group, Inc. | 0.07% | No change | 783 | $303K |
| Prosperity Financial Group, Inc. | 0.11% | Add +0.1% | 783 | $303K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 777 | $301K |
| Legacy Financial Advisors, Inc. | 0.04% | Reduce -8.7% | 775 | $300K |
| Anchor Investment Management, LLC | 0.02% | Add +0.3% | 769 | $298K |
| KFA Private Wealth Group, LLC | 0.07% | New | 767 | $297K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.3% | 766 | $296K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 764 | $296K |
| RMR Wealth Builders | 0.02% | Add +0.1% | 756 | $292K |
| Burling Wealth Partners, LLC | 0.05% | No change | 750 | $290K |
| Summit Place Financial Advisors, LLC | 0.14% | No change | 745 | $288K |
| Procyon Advisors, LLC | 0.01% | Add +31.1% | 742 | $287K |
| M3 Advisory Group, LLC | 0.17% | Add +0.3% | 742 | $287K |
| Titleist Asset Management, LLC | 0.02% | Add +8.8% | 741 | $287K |
| Sapient Capital LLC | 0.00% | No change | 734 | $286K |
| Citadel Advisors | 0.00% | Reduce -23.7% | 731 | $283K |
| Investmark Advisory Group LLC | 0.12% | Reduce -0.8% | 729 | $282K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 710 | $281K |
| Auxano Advisors, LLC | 0.06% | Reduce -1.2% | 726 | $281K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 725 | $280K |
| Cape Ann Savings Bank | 0.14% | No change | 725 | $280K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 723 | $280K |
| RIA Advisory Group LLC | 0.07% | Reduce -1.5% | 723 | $280K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +1.0% | 720 | $279K |
| Evanson Asset Management, LLC | 0.01% | No change | 716 | $277K |
| Shepherd Street Advisors LLC | 0.26% | — | 708 | $274K |
| First Citizens Bank & Trust Co. | 0.01% | Add +2.5% | 705 | $273K |
| Petersen Hastings Wealth Advisors Inc. | 0.03% | — | 704 | $272K |
| Legacy Advisors, LLC | 0.03% | No change | 703 | $272K |
| Bawa N Mallick Trust | 0.10% | No change | 700 | $271K |
| Centurion Wealth Management LLC | 0.06% | No change | 700 | $271K |
| Earned Wealth Advisors, LLC | 0.02% | Add +21.8% | 698 | $270K |
| Marquette Asset Management, LLC | 0.04% | Reduce -5.3% | 695 | $269K |
| Bingham Private Wealth, LLC | 0.23% | — | 691 | $267K |
| Summit Wealth Group LLC / Co. | 0.04% | New | 686 | $265K |
| Winthrop Partners - WNY, LLC | 0.14% | — | 685 | $265K |
| Canopy Partners, LLC | 0.09% | No change | 682 | $264K |
| Benchmark Financial, LLC | 0.26% | — | 680 | $263K |
| Florida Trust Wealth Management Co | 0.01% | No change | 675 | $261K |
| OneDigital Investment Advisors LLC | 0.00% | Add +5.8% | 672 | $260K |
| VestGen Advisors, LLC | 0.01% | New | 671 | $259K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -1.8% | 670 | $259K |
| Knightsbridge Asset Management, LLC | 0.04% | No change | 668 | $258K |
| Acumen Wealth Advisors, LLC | 0.07% | — | 665 | $257K |
| Philip James Wealth Mangement, LLC | 0.03% | Add +0.3% | 664 | $257K |
| QTR Family Wealth, LLC | 0.11% | New | 650 | $256K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -7.0% | 660 | $255K |
| Linden Thomas Advisory Services, LLC | 0.03% | No change | 659 | $255K |
| Grant Street Asset Management, Inc. | 0.05% | Reduce -1.1% | 658 | $255K |
| Schorn Wealth LLC | 0.08% | Reduce -26.0% | 651 | $252K |
| Rezny Wealth Management, Inc. | 0.05% | No change | 650 | $251K |
| Naviter Wealth, LLC | 0.03% | New | 650 | $251K |
| Rockland Trust Co. | 0.01% | No change | 650 | $251K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 650 | $251K |
| Private Wealth Management Group, LLC | 0.07% | No change | 645 | $250K |
| Snowden Capital Advisors LLC | 0.01% | New | 638 | $247K |
| BostonPremier Wealth LLC | 0.13% | Add +0.2% | 636 | $246K |
| SwitchPoint Financial Planning, LLC | 0.17% | No change | 634 | $245K |
| Empire Financial Management Company, LLC | 0.05% | Reduce -6.5% | 634 | $245K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 626 | $242K |
| Optivise Advisory Services LLC | 0.14% | No change | 622 | $241K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 620 | $240K |
| MainStreet Investment Advisors LLC | 0.03% | New | 619 | $239K |
| Pacific Center for Financial Services | 0.06% | No change | 630 | $239K |
| LJI Wealth Management, LLC | 0.04% | No change | 615 | $238K |
| SVB Wealth LLC | 0.01% | Reduce -11.6% | 615 | $238K |
| Granite FO LLC | 0.13% | No change | 612 | $237K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -38.1% | 612 | $237K |
| Partners in Financial Planning | 0.04% | No change | 611 | $236K |
| Vigilare Wealth Management | 0.08% | Reduce -97.2% | 607 | $235K |
| Ascentis Independent Advisors | 0.04% | New | 603 | $233K |
| ICONIQ Capital, LLC | 0.00% | No change | 603 | $233K |
| CFO4Life Group, LLC | 0.03% | Reduce -2.4% | 600 | $232K |
| CRA Financial Services, LLC | 0.03% | No change | 600 | $232K |
| Stone Wealth Partners | 0.21% | — | 596 | $231K |
| Rothschild Investment LLC | 0.01% | No change | 593 | $229K |
| First Command Advisory Services, Inc. | 0.00% | No change | 588 | $227K |
| Newton One Investments LLC | 0.07% | Add +0.2% | 586 | $227K |
| Wayfinding Financial, LLC | 0.10% | No change | 584 | $225K |
| Apollon Wealth Management, LLC | 0.00% | No change | 581 | $225K |
| London Co. of Virginia | 0.00% | Add +442.1% | 580 | $225K |
| SB Capital Management Inc | 0.08% | — | 578 | $224K |
| Strategic Advocates LLC | 0.06% | No change | 574 | $224K |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.00% | New | 578 | $224K |
| Earnest Partners LLC | 0.00% | New | 576 | $223K |
| StoneX Group Inc. | 0.01% | Reduce -27.5% | 567 | $220K |
| Mutual Advisors, LLC | 0.00% | Add +1.1% | 568 | $220K |
| Freestone Capital Holdings, LLC | 0.01% | Add +0.2% | 568 | $220K |
| Burney Co./ | 0.01% | No change | 566 | $219K |
| Victory Financial Group, LLC | 0.03% | Add +0.2% | 563 | $218K |
| Passive Capital Management, LLC. | 0.07% | No change | 561 | $217K |
| Creative Financial Designs Inc. | 0.01% | Reduce -6.7% | 561 | $217K |
| Godfrey Financial Associates, Inc. | 0.19% | — | 560 | $217K |
| DecisionMap Wealth Management, LLC | 0.13% | No change | 559 | $216K |
| Albion Financial Group | 0.01% | No change | 558 | $216K |
| DV Trading LLC | 0.02% | — | 556 | $215K |
| Austin Wealth Management, LLC | 0.03% | No change | 548 | $215K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 555 | $215K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -15.1% | 555 | $215K |
| BetterWealth, LLC | 0.05% | No change | 551 | $213K |
| Gateway Wealth Partners, LLC | 0.02% | New | 550 | $213K |
| MCF Advisors LLC | 0.01% | No change | 550 | $213K |
| Kearns & Associates LLC | 0.11% | No change | 549 | $212K |
| Allegheny Financial Group | 0.03% | Add +0.2% | 548 | $212K |
| Uptick Partners, LLC | 0.05% | Reduce -3.9% | 547 | $212K |
| Marks Group Wealth Management, Inc | 0.02% | No change | 545 | $211K |
| Cadence Bank | 0.01% | No change | 545 | $211K |
| American Financial Advisors, LLC | 0.03% | Add +0.2% | 544 | $211K |
| Harfst & Associates, Inc. | 0.04% | Reduce -4.5% | 536 | $207K |
| Campion Asset Management | 0.14% | Reduce -8.9% | 535 | $207K |
| WealthShield Partners, LLC | 0.02% | No change | 532 | $206K |
| Signet Financial Management, LLC | 0.02% | No change | 530 | $205K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -8.1% | 520 | $205K |
| Synergy Investment Management, LLC | 0.07% | Reduce -2.4% | 527 | $204K |
| Parsons Capital Management Inc. | 0.01% | New | 525 | $203K |
| Lanham O'Dell & Company, Inc. | 0.06% | New | 525 | $203K |
| Peak Retirement Planning, Inc. | 0.05% | New | 524 | $203K |
| Shepherd Financial Partners LLC | 0.02% | New | 524 | $203K |
| GSG Advisors LLC | 0.05% | New | 517 | $200K |
| Security National Bank | 0.03% | No change | 509 | $197K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 504 | $195K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -61.7% | 504 | $195K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +0.2% | 496 | $192K |
| Estate Planners Group, LLC | 0.08% | — | 488 | $189K |
| VSM Wealth Advisory, LLC | 0.06% | No change | 487 | $188K |
| Root Financial Partners, LLC | 0.01% | Reduce -49.3% | 485 | $188K |
| Phillips Financial Management, LLC | 0.01% | No change | 473 | $183K |
| Union Savings Bank | 0.08% | — | 472 | $183K |
| Align Financial, LLC | 0.10% | — | 179,885 | $180K |
| Signaturefd, LLC | 0.00% | No change | 446 | $173K |
| Addison Advisors LLC | 0.04% | No change | 443 | $171K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | No change | 435 | $168K |
| Key Financial Inc | 0.03% | Reduce -3.0% | 425 | $164K |
| Parkside Financial Bank & Trust | 0.01% | No change | 422 | $163K |
| Prestige Wealth Management Group LLC | 0.03% | Add +0.3% | 405 | $157K |
| Tsfg, LLC | 0.02% | No change | 400 | $155K |
| Realta Investment Advisors | 0.05% | Add +97.5% | 395 | $153K |
| Pittenger & Anderson Inc. | 0.01% | No change | 395 | $153K |
| SageView Advisory Group, LLC | 0.01% | New | 391 | $151K |
| Blue Trust, Inc. | 0.00% | Add +19.1% | 387 | $150K |
| Operose Advisors LLC | 0.03% | No change | 378 | $146K |
| Stone House Investment Management, LLC | 0.02% | Reduce -97.6% | 377 | $146K |
| TFC Financial Management, Inc. | 0.02% | No change | 375 | $145K |
| Kilter Group LLC | 0.06% | No change | 370 | $143K |
| Quadrant Capital Group LLC | 0.00% | No change | 369 | $143K |
| TD Private Client Wealth LLC | 0.00% | Add +4312.5% | 353 | $137K |
| Golden State Wealth Management, LLC | 0.01% | No change | 345 | $133K |
| Abound Wealth Management | 0.03% | Reduce -11.1% | 305 | $118K |
| Front Row Advisors LLC | 0.04% | No change | 300 | $116K |
| NWK Group, Inc. | 0.04% | No change | 293 | $113K |
| SHP Wealth Management | 0.01% | — | 291 | $112K |
| one8zero8, LLC | 0.02% | No change | 290 | $112K |
| Rowlandmiller & Partners.adv | 0.02% | No change | 285 | $110K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 275 | $106K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 273 | $106K |
| Concord Wealth Partners | 0.01% | Add +0.4% | 262 | $101K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 261 | $101K |
| Howe & Rusling Inc. | 0.01% | No change | 259 | $100K |
| CoreFirst Bank & Trust | 0.05% | New | 258 | $100K |
| Cape Investment Advisory, Inc. | 0.03% | Add +533.3% | 247 | $96K |
| JNBA Financial Advisors | 0.01% | No change | 240 | $93K |
| Duncker Streett & Co. Inc. | 0.02% | Reduce -57.1% | 240 | $93K |
| Tower View Wealth Management LLC | 0.05% | Add +0.4% | 240 | $93K |
| Gould Capital, LLC | 0.06% | Reduce -28.1% | 238 | $92K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -3.7% | 237 | $92K |
| Bangor Savings Bank | 0.01% | No change | 225 | $87K |
| Parallel Advisors, LLC | 0.00% | No change | 224 | $87K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.1% | 218 | $84K |
| Millstone Evans Group, LLC | 0.05% | No change | 208 | $80K |
| Centennial Bank | 0.03% | No change | 207 | $80K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 200 | $77K |
| Pflug Koory, LLC | 0.04% | No change | 198 | $77K |
| GAMMA Investing LLC | 0.00% | Reduce -25.6% | 195 | $75K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -57.4% | 195 | $75K |
| Legacies Wealth LLC | 0.04% | No change | 175 | $68K |
| Strategic Wealth Advisors LLC | 0.06% | — | 175 | $67K |
| Center for Financial Planning, Inc. | 0.01% | Reduce -2.8% | 171 | $66K |
| Silicon Valley Capital Partners | 0.01% | Add +0.6% | 168 | $65K |
| Missouri Trust & Investment Co | 0.02% | No change | 167 | $65K |
| Lodestone Wealth Management LLC | 0.03% | New | 166 | $64K |
| MidFirst Bank | 0.01% | — | 166 | $64K |
| Laurel Wealth Advisors LLC | 0.01% | New | 165 | $64K |
| Delta Asset Management LLC | 0.01% | Reduce -2.4% | 163 | $63K |
| ORG Partners LLC | 0.01% | No change | 152 | $59K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 148 | $57K |
| Tidemark, LLC | 0.02% | No change | 148 | $57K |
| Atlantic Private Wealth, LLC | 0.03% | Add +0.7% | 141 | $54K |
| Ballast Advisors LLC | 0.01% | Reduce -6.4% | 131 | $51K |
| Team Financial Group, LLC | 0.02% | No change | 131 | $51K |
| Advocate Investing Services LLC | 0.04% | — | 126 | $49K |
| Horizons Wealth Management | 0.03% | No change | 122 | $47K |
| Financial Connections Group, Inc. | 0.02% | No change | 120 | $46K |
| Copia Wealth Management | 0.03% | No change | 117 | $45K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 110 | $43K |
| Hughes Financial Services, LLC | 0.01% | No change | 108 | $42K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 106 | $41K |
| Monetary Management Group Inc. | 0.01% | No change | 100 | $39K |
| LRI Investments, LLC | 0.00% | New | 100 | $39K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $39K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 93 | $36K |
| Breakwater Investment Management | 0.01% | No change | 83 | $32K |
| Park Place Capital Corp | 0.01% | No change | 83 | $32K |
| Smithfield Trust Co | 0.00% | New | 77 | $30K |
| JDM Financial Group LLC | 0.01% | No change | 73 | $28K |
| Motco | 0.00% | No change | 68 | $26K |
| Sittner & Nelson, LLC | 0.01% | New | 63 | $25K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -20.0% | 60 | $23K |
| FWL Investment Management, LLC | 0.01% | No change | 60 | $23K |
| Trust Co | 0.00% | Add +65.7% | 58 | $22K |
| Coston, McIsaac & Partners | 0.01% | No change | 59 | $22K |
| High Point Wealth Management, LLC | 0.02% | — | 57 | $22K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 56 | $22K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 55 | $21K |
| Walsh & Associates, LLC | 0.02% | — | 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 | $19K |
| Oakworth Capital, Inc. | 0.00% | No change | 44 | $17K |
| National Bank of Canada | 0.00% | No change | 43 | $17K |
| Cambient Family Office, LLC | 0.00% | — | 42 | $16K |
| McGuire Capital Advisors Inc. | 0.01% | — | 34 | $13K |
| North Star Investment Management Corp. | 0.00% | New | 34 | $13K |
| Creative Capital Management Investments LLC | 0.00% | New | 31 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 31 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $12K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 28 | $11K |
| Mb, Levis & Associates, LLC | 0.00% | Add +3.9% | 27 | $10K |
| LM Advisors LLC | 0.04% | Reduce -61.2% | 3,818 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | — | 25 | $10K |
| Vision Retirement, LLC | 0.00% | — | 20 | $8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 19 | $7K |
| MH & Associates Securities Management Corp. | 0.00% | — | 14 | $5K |
| GW&K Investment Management, LLC | 0.00% | No change | 14 | $5K |
| Armor Investment Advisors, LLC | 0.00% | Reduce -76.1% | 11 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 10 | $4K |
| Rossby Financial, LCC | 0.00% | New | 10 | $4K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 10 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 10 | $4K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 9 | $3K |
| Silver Oak Securities, Incorporated | 0.00% | No change | 5 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 5 | $2K |
| Bfsg, LLC | 0.00% | Reduce -44.4% | 5 | $2K |
| Bullseye Investment Management, LLC | 0.00% | New | 3 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 1 | $387 |
| Nemes Rush Group LLC | 0.00% | No change | 1 | $387 |
"% of holder's portfolio" is IWV's weight in each manager's 13F, not the share of iShares Russell 3000 ETF the manager owns.