iShares Russell Top 200 GrowIWYETF
13F holders, Q3 2024 (September 30)507holders +3
52new positions
47sold out
4famous investors
$196.43avg. 13F price*
At the end of Q3 2024, 507 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 3 from Q2 2024. 52 opened new positions and 47 sold out. The largest holders were Tiaa Trust, National Association ($1.4B), Envestnet Portfolio Solutions, Inc. ($1.2B) and Ameriprise Financial Inc. ($452.5M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Russell Top 200 Grow
- CUSIP
- 464289438
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $69.3M |
| Exits | 47 | $250.3M |
All 13F filers, Q2 2024 → Q3 2024: 2,053,731 shares bought and 6,375,288 shares sold, net −4,321,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 507 holders
| Tiaa Trust, National Association | 4.30% | Add +4.4% | 6,553,091 | $1.4B |
| Envestnet Portfolio Solutions, Inc. | 3.75% | Reduce -6.1% | 5,243,988 | $1.2B |
| Ameriprise Financial Inc. | 0.12% | Add +4.8% | 2,056,849 | $452.5M |
| LPL Financial LLC | 0.18% | Add +0.9% | 1,883,035 | $414.4M |
| Commonwealth Equity Services, LLC | 0.54% | Reduce -4.2% | 1,633,062 | $359.4M |
| Bank of America Corp. | 0.03% | Add +0.2% | 1,519,807 | $334.4M |
| Morgan Stanley | 0.02% | Add +1.7% | 1,388,494 | $305.5M |
| Mariner, LLC | 0.53% | Add +25.9% | 1,354,619 | $298.1M |
| Truist Financial Corp. | 0.24% | Reduce -9.1% | 684,425 | $150.6M |
| AE Wealth Management LLC | 1.31% | Reduce -1.1% | 654,101 | $143.9M |
| MML Investors Services, LLC | 0.45% | Reduce -14.2% | 560,850 | $123.4M |
| Atlantic Union Bankshares Corp | 6.34% | Add +44.0% | 496,078 | $109.2M |
| First Citizens Bank & Trust Co. | 2.24% | Reduce -4.8% | 5,006,890 | $101.8M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Add +5.4% | 456,345 | $100.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -84.3% | 446,747 | $98.3M |
| Pegasus Partners Ltd. | 8.98% | Add +9.6% | 435,847 | $95.9M |
| Wilmington Savings Fund Society, FSB | 1.69% | Reduce -4.1% | 428,764 | $94.3M |
| UBS Group AG | 0.02% | Add +8.2% | 379,387 | $83.5M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +1.9% | 378,754 | $83.3M |
| Wells Fargo & Company | 0.02% | Add +3.3% | 340,859 | $75.0M |
| Intelligence Driven Advisers, LLC | 10.31% | Reduce -3.6% | 327,830 | $72.1M |
| First Citizens Asset Management, Inc. | 23.89% | Reduce -0.2% | 305,486 | $67.2M |
| SOA Wealth Advisors, LLC. | 12.44% | Add +0.1% | 296,465 | $65.2M |
| Portfolio Strategies, Inc. | 8.29% | Add +3.1% | 279,293 | $61.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -36.5% | 269,696 | $59.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.35% | Reduce -1.7% | 266,109 | $58.6M |
| One Capital Management, LLC | 1.67% | Add +2.6% | 238,315 | $52.4M |
| Two Sigma Investments, LP | 0.12% | Add +532.2% | 237,700 | $52.3M |
| Avantax Advisory Services, Inc. | 0.34% | Reduce -8.5% | 237,365 | $52.2M |
| Royal Bank of Canada | 0.01% | Reduce -3.1% | 234,524 | $51.6M |
| Bryn Mawr Trust Advisors, LLC | 2.76% | Reduce -12.1% | 232,371 | $51.1M |
| Kestra Advisory Services, LLC | 0.25% | Add +0.3% | 203,733 | $44.8M |
| Wharton Business Group, LLC | 2.01% | Add +1.8% | 203,216 | $44.7M |
| NewEdge Advisors, LLC | 0.26% | Add +18.2% | 181,230 | $39.9M |
| Equitable Holdings, Inc. | 0.38% | Add +10.7% | 179,883 | $39.6M |
| Cetera Investment Advisers | 0.08% | Reduce -36.2% | 170,495 | $37.5M |
| HighTower Advisors, LLC | 0.05% | Reduce -7.5% | 165,111 | $36.3M |
| Hantz Financial Services, Inc. | 0.62% | Add +11.8% | 158,850 | $35.0M |
| Bank of Montreal | 0.02% | Reduce -25.9% | 159,054 | $34.8M |
| Thrivent Financial for Lutherans | 0.06% | Add +30.4% | 149,106 | $32.8M |
| Kestra Private Wealth Services, LLC | 0.60% | Reduce -0.2% | 148,883 | $32.8M |
| Compton Wealth Advisory Group, LLC | 7.48% | Reduce -4.1% | 134,625 | $29.6M |
| Sterling Capital Management LLC | 0.38% | — | 134,561 | $29.6M |
| SVB Wealth LLC | 25.08% | Reduce -60.0% | 133,962 | $29.5M |
| ProVise Management Group, LLC | 2.19% | Add +4.4% | 125,802 | $27.7M |
| Aspire Capital Advisors LLC | 7.85% | Add +4.0% | 119,650 | $26.3M |
| Williams Financial, LLC | 15.71% | Add +0.9% | 114,198 | $25.1M |
| Wealthcare Advisory Partners LLC | 0.68% | Reduce -5.7% | 108,902 | $24.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -3.9% | 104,714 | $23.0M |
| Global Retirement Partners, LLC | 0.69% | Reduce -6.4% | 104,488 | $23.0M |
| 9258 Wealth Management, LLC | 3.38% | Reduce -1.8% | 103,916 | $22.9M |
| Bush Investment Group, LLC | 18.23% | Reduce -0.3% | 103,618 | $22.8M |
| M&T Bank Corp | 0.07% | Reduce -0.3% | 98,488 | $21.7M |
| Integrated Capital Management, LLC | 11.16% | — | 95,709 | $21.1M |
| Valmark Advisers, Inc. | 0.32% | Reduce -0.8% | 93,108 | $20.5M |
| Howard Bailey Securities, LLC | 7.53% | — | 90,280 | $19.9M |
| Zimmermann Investment Management & Planning LLC | 5.71% | Add +14.2% | 84,505 | $18.6M |
| DAVENPORT & Co LLC | 0.11% | Add +5.5% | 83,940 | $18.5M |
| Horst & Graben Wealth Management LLC | 3.18% | Reduce -10.8% | 80,415 | $17.7M |
| Moneco Advisors, LLC | 2.05% | Add +60.0% | 75,004 | $16.5M |
| Brookstone Capital Management | 0.23% | Add +7.7% | 70,655 | $15.5M |
| Forum Private Client Group LLC | 6.73% | Reduce -1.2% | 68,899 | $15.2M |
| WJ Wealth Management, LLC | 5.31% | Add +0.6% | 68,500 | $15.1M |
| Stonebridge Financial Planning Group, LLC | 7.06% | Reduce -0.6% | 67,323 | $14.8M |
| Investors Research Corp | 3.14% | Add +6.2% | 65,293 | $14.4M |
| Titleist Asset Management, LLC | 2.04% | Add +3.2% | 64,170 | $14.1M |
| McAdam, LLC | 0.76% | Add +2.4% | 61,620 | $13.6M |
| Family Capital Management, Inc. | 8.54% | Add +0.7% | 60,220 | $13.3M |
| Simplicity Wealth,LLC | 1.22% | Add +1.1% | 59,613 | $13.1M |
| Voya Investment Management LLC | 0.02% | Reduce -30.3% | 58,567 | $12.9M |
| Raymond James & Associates | 0.01% | Add +32.4% | 58,338 | $12.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.1% | 56,186 | $12.4M |
| Cosner Financial Group, LLC | 7.96% | Reduce -0.3% | 56,104 | $12.3M |
| Benchmark Financial Wealth Advisors, LLC | 3.99% | Add +7.6% | 54,446 | $12.0M |
| Kovack Advisors, Inc. | 1.27% | Reduce -5.7% | 54,439 | $12.0M |
| Bluesphere Advisors LLC | 5.56% | New | 51,119 | $11.2M |
| Aspire Wealth Management Corp | 6.01% | Add +1.3% | 50,736 | $11.2M |
| Certified Advisory Corp | 1.24% | Add +7.0% | 50,658 | $11.1M |
| Elevation Capital Advisory, LLC | 4.88% | Reduce -9.5% | 50,252 | $11.1M |
| BNP Paribas Financial Markets | 0.01% | Add +25165.7% | 50,026 | $11.0M |
| Thoroughbred Financial Services, LLC | 0.70% | Add +7.3% | 49,178 | $10.8M |
| JSF Financial, LLC | 3.14% | Reduce -1.2% | 48,825 | $10.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.58% | Add +3.3% | 48,744 | $10.7M |
| Apexium Financial, LP | 0.68% | Add +6.0% | 46,761 | $10.3M |
| Geneos Wealth Management Inc. | 0.38% | Reduce -18.2% | 45,651 | $10.0M |
| Asset Allocation Strategies LLC | 2.78% | Reduce -5.3% | 44,418 | $9.8M |
| JPMorgan Chase & Co. | 0.00% | Add +38.6% | 44,410 | $9.8M |
| Perennial Investment Advisors, LLC | 1.26% | Add +664.8% | 44,080 | $9.7M |
| Crumly & Associates Inc. | 2.55% | Reduce -2.5% | 41,874 | $9.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +228.7% | 41,766 | $9.2M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -11.5% | 40,289 | $8.9M |
| Auxano Advisors, LLC | 2.28% | Add +27.8% | 40,070 | $8.8M |
| Kingdom Financial Group LLC. | 6.49% | Reduce -4.3% | 99,399 | $8.7M |
| Private Advisor Group, LLC | 0.05% | Reduce -10.9% | 38,690 | $8.5M |
| Jackson Wealth Management, LLC | 0.99% | Add +69.7% | 37,542 | $8.3M |
| GeoWealth Management, LLC | 0.28% | Add +55.8% | 35,779 | $7.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.4% | 35,315 | $7.8M |
| Journey Strategic Wealth LLC | 0.28% | Reduce -1.5% | 34,888 | $7.7M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -2.0% | 34,718 | $7.6M |
| Capital Asset Advisory Services LLC | 0.37% | New | 33,948 | $7.5M |
| Axxcess Wealth Management, LLC | 0.19% | Add +365.8% | 33,815 | $7.4M |
| Ameliora Wealth Management Ltd. | 3.09% | Reduce -0.8% | 33,717 | $7.4M |
| Prosperity Consulting Group, LLC | 0.56% | New | 32,521 | $7.2M |
| Processus Wealth & Capital Management, LLC | 5.82% | Reduce -4.9% | 32,111 | $7.1M |
| IFP Advisors, Inc | 0.25% | Add +2.0% | 31,110 | $6.8M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -55.1% | 30,968 | $6.8M |
| Flagstar Securities, Inc. | 1.71% | Reduce -1.7% | 30,645 | $6.7M |
| Concorde Asset Management, LLC | 3.72% | Add +1620.0% | 29,962 | $6.6M |
| 626 Financial, LLC | 3.64% | Add +5.4% | 29,851 | $6.6M |
| Milestone Investment Advisors LLC | 1.78% | Reduce -33.4% | 28,961 | $6.4M |
| Jones Financial Companies LLLP | 0.01% | Add +592.8% | 29,001 | $6.3M |
| Burns Matteson Capital Management, LLC | 3.46% | Reduce -3.4% | 28,047 | $6.2M |
| Wolf Group Capital Advisors | 2.89% | Add +10.5% | 38,283 | $6.1M |
| Fifth Third Securities, Inc. | 0.56% | Add +13.7% | 26,864 | $5.9M |
| Meridian Financial Partners LLC | 2.96% | Add +3.5% | 26,607 | $5.9M |
| Mgo One Seven LLC | 0.25% | Reduce -11.2% | 26,335 | $5.8M |
| World Investment Advisors | 0.18% | Reduce -38.6% | 25,905 | $5.7M |
| Harbor Investment Advisory, LLC | 0.56% | No change | 25,734 | $5.7M |
| McIlrath & Eck, LLC | 0.72% | Add +2.8% | 25,276 | $5.6M |
| Financial Partners Group, Inc | 0.77% | Reduce -0.3% | 23,694 | $5.2M |
| Kingsview Wealth Management, LLC | 0.10% | Add +7.9% | 21,829 | $4.8M |
| Berger Financial Group, Inc | 0.35% | Add +1.2% | 21,723 | $4.8M |
| Waldron Private Wealth LLC | 0.20% | Reduce -8.9% | 21,694 | $4.8M |
| Sugar Maple Asset Management, LLC | 4.13% | Reduce -7.1% | 21,608 | $4.8M |
| Avior Wealth Management, LLC | 0.18% | Reduce -5.8% | 20,881 | $4.6M |
| Harbour Investments, Inc. | 0.14% | Add +0.0% | 20,866 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -93.4% | 20,826 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -93.4% | 20,826 | $4.6M |
| FMR LLC | 0.00% | Add +5.3% | 20,663 | $4.5M |
| Fidelis Capital Partners, LLC | 0.54% | New | 20,493 | $4.5M |
| Trinity Wealth Management, LLC | 2.06% | Add +1.6% | 20,386 | $4.5M |
| Future Financial Wealth Managment LLC | 3.16% | Add +2.7% | 20,102 | $4.4M |
| Consolidated Portfolio Review Corp | 0.97% | Add +2.4% | 19,728 | $4.3M |
| Mezzasalma Advisors, LLC | 1.70% | Add +0.3% | 19,603 | $4.3M |
| Win Advisors, Inc. | 2.00% | Reduce -36.2% | 19,366 | $4.3M |
| Cozad Asset Management Inc. | 0.40% | Reduce -0.9% | 18,924 | $4.2M |
| Marshall Wace, LLP | 0.01% | Add +212.3% | 18,897 | $4.2M |
| FWG Investments, LLC. | 3.48% | Reduce -0.9% | 18,284 | $4.0M |
| Cresset Asset Management, LLC | 0.02% | New | 17,634 | $3.9M |
| Darwin Wealth Management, LLC | 1.06% | New | 17,507 | $3.9M |
| Summit Trail Advisors, LLC | 0.09% | Add +2.1% | 17,154 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +16.4% | 16,335 | $3.7M |
| Florida Financial Advisors, LLC | 1.92% | Add +2.4% | 16,922 | $3.7M |
| Oak Harvest Investment Services | 0.53% | Add +22.2% | 16,755 | $3.7M |
| Visionary Wealth Advisors | 0.22% | Reduce -0.4% | 16,732 | $3.7M |
| Global Wealth Management Investment Advisory, Inc. | 0.76% | Reduce -1.6% | 16,056 | $3.5M |
| Passumpsic Savings Bank | 2.32% | Add +5.4% | 16,055 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -5.8% | 15,838 | $3.5M |
| Citadel Advisors | 0.00% | New | 15,665 | $3.4M |
| Fiduciary Group, LLC | 0.35% | Add +131.8% | 15,613 | $3.4M |
| Bond & Devick Financial Network, Inc. | 1.45% | New | 15,428 | $3.4M |
| Corient Private Wealth LP | 0.01% | Add +10.1% | 15,297 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.4% | 15,249 | $3.4M |
| Blair William & Co. | 0.01% | Add +16.9% | 14,969 | $3.3M |
| Symphony Financial Services, Inc. | 2.75% | Add +37.4% | 14,695 | $3.2M |
| Stokes Capital Advisors, LLC | 0.82% | Reduce -5.3% | 14,538 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +45.7% | 14,154 | $3.1M |
| Betterment LLC | 0.01% | Add +10.6% | 13,747 | $3.0M |
| Ieq Capital, LLC | 0.04% | Reduce -0.3% | 13,674 | $3.0M |
| CHB Investment Group, LLC | 1.59% | — | 13,627 | $3.0M |
| Advisory Services Network, LLC | 0.06% | No change | 13,940 | $3.0M |
| Foundations Investment Advisors, LLC | 0.06% | Add +33.5% | 13,556 | $3.0M |
| Samalin Investment Counsel, LLC | 1.29% | Reduce -1.3% | 13,486 | $3.0M |
| Perigon Wealth Management, LLC | 0.08% | Add +51.4% | 13,369 | $2.9M |
| Lloyd Advisory Services, LLC. | 1.38% | Reduce -12.2% | 12,976 | $2.9M |
| Comerica Bank | 0.01% | Add +5.5% | 12,676 | $2.8M |
| Glenmede Trust Co. NA | 0.01% | No change | 12,558 | $2.8M |
| Money Concepts Capital Corp. | 0.20% | Add +9.3% | 11,858 | $2.6M |
| OxenFree Capital LLC | 2.02% | Reduce -2.8% | 11,698 | $2.6M |
| Prostatis Group LLC | 0.83% | Add +99.5% | 11,486 | $2.5M |
| Keel Point, LLC | 0.20% | Add +0.1% | 11,114 | $2.4M |
| PFG Investments, LLC | 0.16% | Reduce -2.2% | 10,999 | $2.4M |
| Spire Wealth Management | 0.08% | Reduce -58.0% | 10,982 | $2.4M |
| Arcadia Wealth Management, LLC | 1.25% | Reduce -3.2% | 10,788 | $2.4M |
| Peterson Financial Group, Inc. | 9.12% | Reduce -9.5% | 10,765 | $2.4M |
| Compound Planning, Inc. | 0.15% | Reduce -22.8% | 10,722 | $2.4M |
| Walled Lake Planning & Wealth Management, LLC | 0.88% | Reduce -2.7% | 10,661 | $2.3M |
| Principal Securities, Inc. | 0.05% | Reduce -92.3% | 10,308 | $2.3M |
| Cornerstone Planning Group LLC | 0.59% | Reduce -5.2% | 9,844 | $2.2M |
| Financial Freedom, LLC | 1.18% | Add +2.9% | 10,111 | $2.2M |
| Hilltop Holdings Inc. | 0.14% | Reduce -9.0% | 10,065 | $2.2M |
| Creative Planning | 0.00% | Reduce -0.3% | 9,976 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -18.6% | 9,905 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -78.1% | 9,822 | $2.2M |
| Independent Advisor Alliance | 0.08% | Add +5.2% | 9,432 | $2.1M |
| Rockport Wealth LLC | 0.54% | Reduce -23.7% | 9,284 | $2.0M |
| Dana Investment Advisors, Inc. | 0.07% | Add +10.7% | 9,207 | $2.0M |
| Mutual Advisors, LLC | 0.06% | New | 9,072 | $2.0M |
| Optivise Advisory Services LLC | 1.04% | Reduce -47.2% | 9,016 | $2.0M |
| CreativeOne Wealth, LLC | 0.07% | Add +86.3% | 8,726 | $1.9M |
| Leavell Investment Management, Inc. | 0.10% | Add +31.4% | 8,665 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -20.6% | 8,651 | $1.9M |
| Mason & Associates, LLC | 0.57% | Reduce -1.8% | 8,471 | $1.9M |
| Venture Visionary Partners LLC | 0.08% | Add +0.1% | 8,309 | $1.8M |
| Nwam LLC | 0.11% | New | 8,241 | $1.8M |
| Meridian Wealth Management, LLC | 0.09% | New | 8,109 | $1.8M |
| Peninsula Wealth, LLC | 0.31% | New | 7,971 | $1.8M |
| Empire Life Investments Inc. | 0.11% | Add +33.3% | 8,000 | $1.8M |
| Legacy Edge Advisors, LLC | 0.28% | Add +9.8% | 7,929 | $1.7M |
| Cerity Partners LLC | 0.00% | Add +219.7% | 7,910 | $1.7M |
| Leo Wealth, LLC | 0.16% | Reduce -43.8% | 7,866 | $1.7M |
| Deutsche Bank AG | 0.00% | Reduce -7.8% | 7,693 | $1.7M |
| Western Wealth Management, LLC | 0.10% | Add +4.5% | 7,613 | $1.7M |
| AdvisorNet Financial, Inc | 0.12% | Add +0.0% | 7,577 | $1.7M |
| Dover Advisors, LLC | 0.94% | Add +9.7% | 7,493 | $1.6M |
| D. E. Shaw & Co. | 0.00% | New | 7,481 | $1.6M |
| Whelan Financial | 0.66% | No change | 7,314 | $1.6M |
| New England Private Wealth Advisors LLC | 0.25% | Reduce -3.1% | 7,176 | $1.6M |
| Signal Advisors Wealth, LLC | 0.23% | New | 7,174 | $1.6M |
| SageView Advisory Group, LLC | 0.08% | Add +0.1% | 7,065 | $1.6M |
| Sovereign Financial Group, Inc. | 0.36% | Add +44.1% | 7,036 | $1.5M |
| Synovus Financial Corp. | 0.02% | Reduce -3.0% | 7,035 | $1.5M |
| Argent Trust Co | 0.06% | Add +1.4% | 7,009 | $1.5M |
| Vantage Financial Partners, LLC | 0.38% | Reduce -82.5% | 6,948 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +158.8% | 6,883 | $1.5M |
| Financial Counselors Inc. | 0.02% | Reduce -2.2% | 6,811 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +2.2% | 6,795 | $1.5M |
| Focus Financial Network, Inc. | 0.06% | Reduce -13.5% | 6,681 | $1.5M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.8% | 6,678 | $1.5M |
| Avestar Capital, LLC | 0.16% | No change | 6,536 | $1.4M |
| Stephens Inc. | 0.02% | Add +5.8% | 6,476 | $1.4M |
| GTS Securities LLC | 0.03% | Reduce -1.7% | 6,379 | $1.4M |
| BCGM Wealth Management, LLC | 0.44% | Reduce -3.3% | 6,166 | $1.4M |
| TNF LLC | 0.49% | No change | 6,037 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +14.9% | 6,061 | $1.3M |
| Coppell Advisory Solutions LLC | 0.19% | Add +369.9% | 5,879 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 5,629 | $1.2M |
| Arkadios Wealth Advisors | 0.07% | Add +13.4% | 5,623 | $1.2M |
| Wedmont Private Capital | 0.07% | Reduce -14.4% | 5,611 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -16.5% | 5,498 | $1.2M |
| Private Trust Co. NA | 0.12% | Add +0.4% | 5,431 | $1.2M |
| &partners | 0.02% | New | 5,023 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +0.3% | 5,280 | $1.2M |
| MBL Wealth, LLC | 0.12% | Add +2.2% | 5,110 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +1.3% | 5,088 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.26% | Reduce -19.4% | 5,024 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.22% | Add +123.4% | 4,963 | $1.1M |
| WBH Advisory Inc. | 0.10% | Add +6.1% | 4,892 | $1.1M |
| Waverly Advisors, LLC | 0.02% | New | 4,882 | $1.1M |
| REAP Financial Group, LLC | 0.26% | Reduce -30.5% | 4,870 | $1.1M |
| Wick Capital Partners, LLC | 0.34% | No change | 4,726 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +14.9% | 4,691 | $1.0M |
| Northern Trust Corp. | 0.00% | Add +8.9% | 4,534 | $998K |
| Tennessee Valley Asset Management Partners | 0.17% | Add +10.6% | 4,531 | $997K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +8.0% | 4,513 | $993K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +31.5% | 4,387 | $965K |
| Allworth Financial LP | 0.01% | Reduce -4.7% | 4,380 | $964K |
| Pallas Capital Advisors LLC | 0.04% | No change | 4,271 | $953K |
| AMG National Trust Bank | 0.03% | No change | 4,250 | $935K |
| Quadrature Capital Ltd | 0.02% | New | 4,238 | $932K |
| Stewardship Advisors, LLC | 0.26% | Reduce -8.5% | 4,217 | $928K |
| Elevated Capital Advisors, LLC | 0.24% | Reduce -65.7% | 4,181 | $920K |
| Cwm, LLC | 0.00% | Reduce -5.3% | 4,164 | $916K |
| Janney Montgomery Scott LLC | 0.00% | Add +15.7% | 4,142 | $911K |
| Strategic Equity Management | 0.43% | Reduce -10.4% | 4,130 | $909K |
| Cyr Financial Inc. | 0.84% | Add +0.9% | 4,111 | $905K |
| Advisory Alpha, LLC | 0.03% | Reduce -2.2% | 4,103 | $903K |
| Tudor Investment Corporation | 0.01% | New | 4,074 | $896K |
| NewEdge Wealth, LLC | 0.02% | Add +38.8% | 3,972 | $874K |
| MAI Capital Management | 0.01% | Reduce -12.5% | 3,965 | $872K |
| Round Rock Advisors LLC | 0.20% | Add +1.5% | 3,957 | $871K |
| CMC Financial Group | 1.27% | Add +193.0% | 3,912 | $861K |
| AQR Capital Management | 0.00% | No change | 3,788 | $834K |
| Forte Capital LLC | 0.09% | Add +46.9% | 3,694 | $813K |
| Savant Capital, LLC | 0.01% | Add +237.2% | 3,669 | $807K |
| Diversified Trust Co. | 0.02% | Add +3.5% | 3,656 | $805K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -0.4% | 3,569 | $785K |
| First Heartland Consultants, Inc. | 0.08% | Reduce -12.8% | 3,520 | $775K |
| Pineridge Advisors LLC | 0.29% | Reduce -6.5% | 3,505 | $771K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -41.4% | 3,492 | $768K |
| Godshalk Welsh Capital Management, Inc. | 0.48% | Add +4.5% | 3,485 | $767K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 3,430 | $755K |
| GenWealth Group, Inc. | 0.17% | Reduce -0.4% | 3,407 | $750K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.4% | 3,346 | $736K |
| Choreo, LLC | 0.01% | Add +2.8% | 3,377 | $731K |
| Merit Financial Group, LLC | 0.02% | Reduce -13.2% | 3,321 | $731K |
| Larson Financial Group LLC | 0.04% | Add +6.6% | 3,238 | $713K |
| Atwater Malick LLC | 0.23% | Add +33.6% | 3,211 | $707K |
| Benjamin Edwards Inc. | 0.01% | Add +115.2% | 3,191 | $705K |
| Safeguard Investment Advisory Group, LLC | 0.20% | Add +0.1% | 3,187 | $701K |
| Redwood Financial Network Corp | 0.54% | Add +15.6% | 3,139 | $691K |
| Montag A & Associates Inc. | 0.03% | Reduce -1.6% | 3,110 | $684K |
| TruWealth Advisors, LLC | 0.04% | Add +11.1% | 3,103 | $683K |
| Apollon Wealth Management, LLC | 0.02% | Add +23.9% | 3,056 | $672K |
| SMART Wealth LLC | 0.26% | Add +82.2% | 3,008 | $662K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -25.3% | 3,004 | $661K |
| Keybank National Association | 0.00% | Add +8.0% | 2,985 | $657K |
| Ballast Advisors LLC | 0.20% | No change | 2,969 | $653K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,957 | $651K |
| James Investment Research, Inc. | 0.07% | Reduce -6.1% | 2,895 | $637K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -9.6% | 2,898 | $634K |
| TCP Asset Management, LLC | 0.15% | New | 2,877 | $633K |
| Sigma Planning Corp | 0.02% | Reduce -50.5% | 2,855 | $628K |
| Belmont Capital, LLC | 0.10% | New | 2,847 | $626K |
| Cibc World Market Inc. | 0.00% | Add +0.8% | 2,821 | $621K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.1% | 2,810 | $618K |
| Norris Perne & French LLP | 0.04% | No change | 2,800 | $616K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,778 | $611K |
| N.E.W. Advisory Services LLC | 0.06% | Add +0.1% | 2,709 | $596K |
| Merkkuri Wealth Advisors LLC | 0.47% | Add +0.1% | 2,702 | $595K |
| KMG Fiduciary Partners, LLC | 0.05% | New | 2,690 | $592K |
| SIMA Wealth Partners, LLC | 0.51% | No change | 2,684 | $591K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,666 | $587K |
| Bank of New York Mellon Corp | 0.00% | No change | 2,636 | $580K |
| World Equity Group, Inc. | 0.21% | New | 2,588 | $569K |
| Triumph Capital Management | 0.20% | New | 2,564 | $564K |
| Key Client Fiduciary Advisors, LLC | 0.26% | Add +0.1% | 2,562 | $564K |
| Pacific Financial Group Inc. | 0.40% | Add +0.1% | 2,481 | $546K |
| National Wealth Management Group, LLC | 0.37% | Reduce -19.1% | 2,478 | $545K |
| Mission Wealth Management, LP | 0.01% | No change | 2,469 | $543K |
| ArchPoint Investors | 0.18% | No change | 2,450 | $539K |
| Beaumont Financial Advisors, LLC | 0.04% | No change | 2,426 | $534K |
| Independent Financial Group, LLC | 0.02% | Reduce -6.1% | 2,415 | $531K |
| Yoder Wealth Management, Inc. | 0.32% | No change | 2,411 | $531K |
| Total Clarity Wealth Management, Inc. | 0.17% | Reduce -12.9% | 2,404 | $529K |
| Regions Financial Corp. | 0.00% | No change | 2,398 | $528K |
| HBW Advisory Services LLC | 0.08% | New | 2,392 | $526K |
| FSA Advisors, Inc. | 0.52% | Add +14.2% | 2,425 | $520K |
| Tyler-Stone Wealth Management | 0.10% | Add +100.0% | 2,352 | $518K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -4.7% | 2,325 | $512K |
| Capital Analysts, LLC | 0.02% | Add +140.4% | 2,301 | $506K |
| Townsquare Capital LLC | 0.01% | Reduce -1.0% | 2,261 | $498K |
| Beacon Financial Advisory LLC | 0.17% | Reduce -6.7% | 2,247 | $494K |
| Equitable Trust Co. | 0.03% | No change | 2,220 | $489K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -4.2% | 2,184 | $480K |
| Retireful, LLC | 0.35% | Add +3.0% | 2,169 | $477K |
| FSB Premier Wealth Management, Inc. | 0.19% | Reduce -5.6% | 2,129 | $469K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 2,126 | $468K |
| MidAtlantic Capital Management, Inc. | 0.34% | Add +3.9% | 2,123 | $467K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -89.9% | 2,131 | $466K |
| Secure Asset Management, LLC | 0.08% | Add +34.5% | 2,098 | $462K |
| Instrumental Wealth, LLC | 0.45% | Add +0.6% | 2,046 | $459K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,058 | $453K |
| Oliver Lagore Vanvalin Investment Group | 0.12% | Reduce -10.8% | 2,041 | $449K |
| Argent Financial Group, Inc. | 0.05% | — | 2,013 | $443K |
| LexAurum Advisors, LLC | 0.09% | Reduce -20.0% | 1,930 | $425K |
| Integrated Advisors Network LLC | 0.02% | Reduce -4.5% | 1,898 | $418K |
| Intrepid Capital Management Inc. | 0.23% | Reduce -9.3% | 1,891 | $416K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 1,875 | $413K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,869 | $411K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +6.3% | 1,829 | $402K |
| HRC Wealth Management, LLC | 0.26% | Add +0.1% | 1,816 | $400K |
| Woodmont Investment Counsel LLC | 0.03% | Add +0.1% | 1,787 | $393K |
| Colonial Trust Co / SC | 0.06% | No change | 1,761 | $388K |
| Moors & Cabot, Inc. | 0.02% | Add +30.4% | 1,758 | $387K |
| Rodgers & Associates, LTD | 0.05% | Reduce -24.7% | 1,755 | $386K |
| LifePlan Investment Advisors, Inc. | 0.25% | Add +0.1% | 1,748 | $385K |
| Principle Wealth Partners LLC | 0.03% | No change | 1,736 | $382K |
| Founders Financial Alliance, LLC | 0.11% | No change | 1,718 | $378K |
| Balefire, LLC | 0.13% | Reduce -1.4% | 1,683 | $370K |
| Fermata Advisors, LLC | 0.08% | No change | 1,681 | $370K |
| Life Planning Partners, Inc | 0.33% | No change | 1,680 | $370K |
| Valued Retirements, Inc. | 0.50% | New | 1,664 | $366K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.2% | 1,653 | $364K |
| Verum Partners LLC | 0.11% | Add +0.2% | 1,633 | $359K |
| FC Advisory LLC | 0.12% | New | 1,592 | $350K |
| Chemung Canal Trust Co. | 0.07% | Reduce -7.0% | 1,580 | $348K |
| Creative Financial Designs Inc. | 0.03% | Add +0.1% | 1,564 | $344K |
| Financial Advocates Investment Management | 0.02% | Reduce -29.5% | 1,763 | $342K |
| NBT Bank, N.A. | 0.02% | No change | 1,530 | $337K |
| Bourgeon Capital Management LLC | 0.06% | New | 1,525 | $336K |
| Rooted Wealth Advisors, Inc. | 0.15% | Reduce -6.7% | 1,530 | $332K |
| Ethos Financial Group, LLC | 0.05% | Reduce -95.9% | 1,501 | $330K |
| BCU Wealth Advisors, LLC | 0.19% | Add +0.1% | 1,435 | $316K |
| PFG Advisors | 0.02% | Add +0.1% | 1,435 | $316K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.6% | 1,433 | $315K |
| Meridian Management Co. | 0.08% | No change | 1,421 | $313K |
| Sandy Cove Advisors, LLC | 0.13% | No change | 1,419 | $312K |
| Goldstein Advisors, LLC | 0.05% | No change | 1,416 | $312K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -15.3% | 1,414 | $311K |
| Aft, Forsyth & Company, Inc. | 0.15% | Add +0.1% | 1,412 | $311K |
| DDD Partners, LLC | 0.03% | New | 1,410 | $310K |
| Novak & Powell Financial Services, Inc. | 0.18% | No change | 1,400 | $308K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -50.6% | 1,397 | $307K |
| Commerce Bank | 0.00% | Reduce -7.1% | 1,383 | $304K |
| Fiduciary Alliance LLC | 0.04% | Add +42.5% | 1,377 | $303K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 1,373 | $302K |
| WMS Partners, LLC | 0.02% | Add +9.7% | 1,361 | $299K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -4.7% | 1,349 | $297K |
| Prosperity Wealth Management, Inc. | 0.12% | Reduce -1.3% | 1,347 | $296K |
| Summit X, LLC | 0.07% | Reduce -4.6% | 1,380 | $296K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 1,324 | $291K |
| Able Wealth Management LLC | 0.22% | New | 1,322 | $291K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -1.1% | 1,312 | $289K |
| Fiduciary Family Office, LLC | 0.10% | Reduce -13.3% | 1,311 | $288K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -7.2% | 1,288 | $283K |
| Catalyst Financial Partners LLC | 0.06% | No change | 1,282 | $282K |
| Bessemer Group Inc. | 0.00% | No change | 1,282 | $282K |
| Whitegate Investment Counselors, Inc. | 0.07% | Reduce -12.1% | 1,269 | $279K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -99.4% | 1,269 | $279K |
| Smartleaf Asset Management LLC | 0.03% | No change | 1,255 | $274K |
| Peachtree Investment Partners, LLC | 0.10% | New | 1,240 | $273K |
| Pinnacle Financial Partners Inc | 0.01% | New | 1,238 | $272K |
| NWF Advisory Services Inc. | 0.04% | Add +0.2% | 1,225 | $270K |
| Operose Advisors LLC | 0.09% | No change | 1,218 | $268K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,200 | $264K |
| Regal Investment Advisors LLC | 0.02% | Reduce -59.2% | 1,183 | $260K |
| Sound Income Strategies, LLC | 0.02% | No change | 1,177 | $259K |
| New Century Financial Group, LLC | 0.09% | Reduce -81.5% | 1,156 | $254K |
| Mason & Associates Inc | 0.06% | Add +2.3% | 1,153 | $254K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,150 | $253K |
| Nicholas Wealth, LLC. | 0.15% | Reduce -26.7% | 1,111 | $244K |
| Cannon Wealth Management Services, LLC | 0.22% | — | 1,108 | $244K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -65.2% | 1,092 | $240K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 1,079 | $238K |
| Smith, Moore & Co. | 0.02% | Add +5.0% | 1,075 | $237K |
| MY Wealth Management Inc. | 0.24% | New | 1,055 | $232K |
| Slagle Financial, LLC | 0.10% | Add +0.3% | 1,033 | $227K |
| Prospera Financial Services Inc | 0.01% | Reduce -37.5% | 1,023 | $225K |
| Northwest Quadrant Wealth Management, LLC | 0.05% | Add +0.2% | 1,024 | $225K |
| Chilton Investment Co. Inc. | 0.01% | New | 1,018 | $224K |
| Lido Advisors, LLC | 0.00% | New | 1,013 | $223K |
| Fort Point Capital Partners LLC | 0.03% | No change | 999 | $220K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 996 | $219K |
| Essex Financial Services, Inc. | 0.02% | New | 955 | $215K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -1.1% | 959 | $211K |
| Rothschild Wealth LLC | 0.06% | No change | 955 | $210K |
| CoreCap Advisors, LLC | 0.01% | New | 953 | $210K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 933 | $209K |
| Trademark Financial Management, LLC | 0.17% | Add +0.4% | 950 | $209K |
| Aprio Wealth Management, LLC | 0.03% | New | 944 | $208K |
| SouthState Bank Corp | 0.01% | No change | 929 | $204K |
| Financial Council, LLC | 0.11% | Reduce -5.9% | 926 | $204K |
| BlueChip Wealth Advisors LLC | 0.11% | New | 924 | $203K |
| United Advisor Group, LLC | 0.05% | New | 918 | $202K |
| Townsend Asset Management Corp. /NC/ | 0.07% | New | 875 | $193K |
| Blue Chip Partners, LLC | 0.02% | Add +2.5% | 821 | $181K |
| Rice Partnership, LLC | 0.04% | No change | 790 | $174K |
| Caitlin John, LLC | 0.11% | Reduce -19.7% | 719 | $167K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 715 | $157K |
| Family Asset Management, LLC | 0.09% | Reduce -0.8% | 696 | $153K |
| Raleigh Capital Management Inc. | 0.06% | No change | 675 | $149K |
| EPG Wealth Management LLC | 0.04% | Add +0.0% | 664 | $146K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.1% | 662 | $146K |
| Parkside Financial Bank & Trust | 0.02% | No change | 655 | $144K |
| Center for Financial Planning, Inc. | 0.02% | No change | 618 | $136K |
| Key Financial Inc | 0.03% | No change | 602 | $132K |
| Asset Dedication, LLC | 0.01% | No change | 550 | $121K |
| Centaurus Financial, Inc. | 0.01% | Add +2.1% | 544 | $120K |
| FSC Wealth Advisors, LLC | 0.08% | Add +0.2% | 526 | $116K |
| Authentikos Wealth Advisory, LLC | 0.11% | New | 523 | $115K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +37.9% | 433 | $95K |
| Fairway Wealth LLC | 0.05% | No change | 416 | $92K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 404 | $89K |
| Richardson Financial Services Inc. | 0.05% | No change | 384 | $82K |
| HM Payson & Co. | 0.00% | No change | 363 | $80K |
| Franklin Resources Inc. | 0.00% | Add +17.8% | 317 | $71K |
| Truvestments Capital LLC | 0.02% | New | 320 | $70K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -50.1% | 299 | $66K |
| Simplex Trading, LLC | 0.00% | Reduce -10.8% | 290 | $63K |
| West Paces Advisors Inc. | 0.02% | No change | 286 | $63K |
| Castleview Partners, LLC | 0.04% | Add +3.3% | 285 | $63K |
| Mattson Financial Services, LLC | 0.02% | No change | 255 | $55K |
| Creekmur Asset Management LLC | 0.01% | Reduce -0.4% | 247 | $54K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -3.1% | 221 | $49K |
| Continuum Advisory, LLC | 0.01% | Reduce -48.4% | 205 | $47K |
| Bokf, NA | 0.00% | No change | 216 | $47K |
| Sunbelt Securities, Inc. | 0.00% | New | 211 | $46K |
| West Branch Capital LLC | 0.02% | Reduce -4.8% | 200 | $44K |
| Russell Investments Group, Ltd. | 0.00% | Add +6.0% | 195 | $43K |
| Citigroup Inc. | 0.00% | Reduce -77.6% | 190 | $42K |
| VitalStone Financial, LLC | 0.03% | Add +78.3% | 189 | $42K |
| International Assets Investment Management, LLC | 0.00% | Reduce -82.1% | 189 | $42K |
| City Holding Co. | 0.01% | Reduce -9.8% | 185 | $41K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 181 | $40K |
| New Millennium Group LLC | 0.02% | Reduce -3.9% | 175 | $39K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 175 | $39K |
| Rosenberg Matthew Hamilton | 0.01% | New | 162 | $36K |
| Salomon & Ludwin, LLC | 0.00% | No change | 156 | $34K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 123 | $27K |
| Ancora Advisors LLC | 0.00% | No change | 118 | $26K |
| Robinswood Financial LLC | 0.01% | No change | 118 | $26K |
| Lanark Financial, Inc. | 0.00% | No change | 115 | $25K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $23K |
| ORG Partners LLC | 0.00% | No change | 100 | $22K |
| Tompkins Financial Corp. | 0.00% | No change | 100 | $22K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $22K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -82.8% | 98 | $22K |
| Lindbrook Capital, LLC | 0.00% | No change | 95 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | Add +51.7% | 91 | $20K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 88 | $19K |
| Anchor Investment Management, LLC | 0.00% | No change | 85 | $19K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 83 | $18K |
| Parallel Advisors, LLC | 0.00% | Reduce -72.0% | 83 | $18K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 77 | $17K |
| WR Wealth Planners, LLC | 0.00% | Add +1.4% | 72 | $16K |
| Sandy Spring Bank | 0.00% | Add +20.7% | 70 | $15K |
| Horizon Financial Services, LLC | 0.01% | Add +1.7% | 60 | $13K |
| Beacon Capital Management, LLC | 0.00% | Reduce -60.0% | 50 | $11K |
| Stephens Consulting, LLC | 0.00% | New | 49 | $11K |
| Rogco, LP | 0.00% | New | 47 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 45 | $10K |
| National Bank of Canada | 0.00% | No change | 40 | $9K |
| PSI Advisors, LLC | 0.00% | Reduce -9.3% | 39 | $9K |
| Dunhill Financial, LLC | 0.00% | No change | 36 | $8K |
| Olistico Wealth, LLC | 0.00% | Add +9.7% | 34 | $8K |
| Belvedere Trading LLC | 0.00% | Reduce -93.7% | 28 | $6K |
| Horizon Investments, LLC | 0.00% | No change | 25 | $6K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 22 | $5K |
| Byrne Asset Management LLC | 0.00% | No change | 20 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 20 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -89.5% | 19 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 13 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 10 | $2K |
| LGT Financial Advisors LLC | 0.00% | Add +16.7% | 7 | $2K |
| Quadrant Capital Group LLC | 0.00% | New | 5 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $881 |
"% of holder's portfolio" is IWY's weight in each manager's 13F, not the share of iShares Russell Top 200 Grow the manager owns.