iShares Russell Top 200 GrowIWYETF
13F holders, Q4 2024 (December 31)589holders +82
75new positions
28sold out
4famous investors
$214.64avg. 13F price*
At the end of Q4 2024, 589 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 82 from Q3 2024. 75 opened new positions and 28 sold out. The largest holders were Tiaa Trust, National Association ($1.5B), Envestnet Portfolio Solutions, Inc. ($1.3B) and Envestnet Asset Management Inc. ($657.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell Top 200 Grow
- CUSIP
- 464289438
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $276.8M |
| Exits | 28 | $21.7M |
All 13F filers, Q3 2024 → Q4 2024: 7,745,071 shares bought and 1,083,195 shares sold, net +6,661,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 589 holders
| Tiaa Trust, National Association | 4.46% | Reduce -4.7% | 6,245,400 | $1.5B |
| Envestnet Portfolio Solutions, Inc. | 4.13% | Add +2.3% | 5,365,087 | $1.3B |
| Envestnet Asset Management Inc. | 0.21% | Add +525.5% | 2,794,522 | $657.5M |
| Ameriprise Financial Inc. | 0.14% | Add +15.0% | 2,365,017 | $556.2M |
| LPL Financial LLC | 0.21% | Add +17.5% | 2,212,667 | $520.6M |
| Commonwealth Equity Services, LLC | 0.58% | Add +2.8% | 1,679,168 | $395.1M |
| Bank of America Corp. | 0.03% | Reduce -0.7% | 1,509,168 | $355.1M |
| Mariner, LLC | 0.59% | Add +10.5% | 1,497,299 | $352.3M |
| Morgan Stanley | 0.02% | Add +3.2% | 1,433,550 | $337.3M |
| Clark Capital Management Group, Inc. | 1.34% | New | 816,710 | $192.1M |
| First Citizens Bank & Trust Co. | 3.44% | Add +0.8% | 5,046,206 | $187.2M |
| Truist Financial Corp. | 0.25% | Reduce -2.9% | 664,322 | $156.3M |
| AE Wealth Management LLC | 1.30% | Reduce -0.6% | 650,022 | $152.9M |
| MML Investors Services, LLC | 0.48% | Add +4.9% | 588,510 | $138.5M |
| Atlantic Union Bankshares Corp | 6.89% | Add +1.5% | 503,540 | $118.5M |
| Lido Advisors, LLC | 0.74% | Add +49307.9% | 500,502 | $117.8M |
| Wells Fargo & Company | 0.03% | Add +36.3% | 464,517 | $109.3M |
| SVB Wealth LLC | 2.02% | Add +243.1% | 459,585 | $108.1M |
| Raymond James Financial Inc. | 0.04% | — | 451,298 | $106.2M |
| Wilmington Savings Fund Society, FSB | 1.81% | Reduce -0.3% | 427,624 | $100.6M |
| UBS Group AG | 0.02% | Add +6.1% | 402,521 | $94.7M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Reduce -11.9% | 402,074 | $94.6M |
| Osaic Holdings, Inc. | 0.21% | Add +55.5% | 419,299 | $92.1M |
| Orion Porfolio Solutions, LLC | 0.80% | Add +1532.5% | 339,988 | $80.0M |
| Orion Portfolio Solutions, LLC | 0.80% | Add +1532.5% | 339,988 | $80.0M |
| First Citizens Asset Management, Inc. | 26.41% | Add +0.4% | 306,807 | $72.2M |
| SOA Wealth Advisors, LLC. | 12.88% | Add +0.3% | 297,290 | $69.9M |
| Two Sigma Investments, LP | 0.17% | Add +24.9% | 296,900 | $69.9M |
| Cetera Investment Advisers | 0.14% | Add +70.6% | 290,877 | $68.4M |
| Portfolio Strategies, Inc. | 9.08% | Reduce -2.6% | 271,992 | $64.0M |
| Victory Financial Group, LLC | 16.33% | — | 264,123 | $62.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.15% | Reduce -5.6% | 251,227 | $59.1M |
| Bryn Mawr Trust Advisors, LLC | 3.11% | Add +5.6% | 245,447 | $57.7M |
| Royal Bank of Canada | 0.01% | Add +3.8% | 243,475 | $57.3M |
| Avantax Advisory Services, Inc. | 0.35% | Add +0.5% | 238,544 | $56.1M |
| One Capital Management, LLC | 1.84% | Reduce -1.1% | 235,714 | $55.5M |
| Intelligence Driven Advisers, LLC | 10.08% | Reduce -30.5% | 227,736 | $53.6M |
| Hantz Financial Services, Inc. | 0.85% | Add +31.2% | 208,446 | $49.0M |
| Wharton Business Group, LLC | 2.07% | Reduce -4.2% | 194,669 | $45.8M |
| NewEdge Advisors, LLC | 0.27% | Add +4.8% | 189,905 | $44.7M |
| HighTower Advisors, LLC | 0.06% | Add +8.1% | 178,544 | $42.0M |
| Principal Securities, Inc. | 0.86% | Add +1478.7% | 162,735 | $38.3M |
| Bank of Montreal | 0.02% | Reduce -3.1% | 154,162 | $36.3M |
| Equitable Holdings, Inc. | 0.34% | Reduce -14.4% | 153,991 | $36.2M |
| Kestra Private Wealth Services, LLC | 0.61% | Add +2.4% | 152,435 | $35.9M |
| Thrivent Financial for Lutherans | 0.07% | Add +2.8% | 153,306 | $35.7M |
| Sterling Capital Management LLC | 0.43% | Reduce -0.4% | 134,065 | $31.5M |
| ProVise Management Group, LLC | 2.55% | Add +0.7% | 126,676 | $29.8M |
| Compton Wealth Advisory Group, LLC | 7.56% | Reduce -7.5% | 124,542 | $29.3M |
| Aspire Capital Advisors LLC | 8.34% | Add +3.6% | 123,950 | $29.2M |
| Global Retirement Partners, LLC | 0.82% | Add +16.0% | 121,204 | $28.5M |
| Williams Financial, LLC | 16.59% | Reduce -0.8% | 113,271 | $26.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +7.2% | 112,230 | $26.4M |
| Waverly Advisors, LLC | 0.41% | Add +2193.6% | 111,972 | $26.3M |
| Wealthcare Advisory Partners LLC | 0.70% | Reduce -1.0% | 107,818 | $25.4M |
| Valmark Advisers, Inc. | 0.38% | Add +11.2% | 103,499 | $24.4M |
| M&T Bank Corp | 0.08% | Add +4.9% | 103,344 | $24.3M |
| Bush Investment Group, LLC | 18.77% | Reduce -1.4% | 102,206 | $24.0M |
| Integrated Capital Management, LLC | 12.49% | Add +4.3% | 99,808 | $23.5M |
| Moneco Advisors, LLC | 2.41% | Add +29.7% | 97,283 | $22.9M |
| Kingdom Financial Group LLC. | 14.86% | Reduce -7.0% | 92,399 | $21.7M |
| Howard Bailey Securities, LLC | 7.99% | Add +1.3% | 91,481 | $21.5M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -55.2% | 91,322 | $21.5M |
| DAVENPORT & Co LLC | 0.13% | Add +8.6% | 91,158 | $21.4M |
| GeoWealth Management, LLC | 0.66% | Add +141.2% | 86,288 | $20.3M |
| Merit Financial Group, LLC | 0.34% | Add +2301.4% | 79,750 | $18.8M |
| Hidden Cove Wealth Management, LLC | 15.07% | — | 78,937 | $18.6M |
| Fischer Financial Services, Inc. | 5.68% | — | 76,610 | $18.0M |
| Horst & Graben Wealth Management LLC | 3.20% | Reduce -4.9% | 76,453 | $18.0M |
| Brookstone Capital Management | 0.26% | Add +6.4% | 75,154 | $17.7M |
| Perennial Investment Advisors, LLC | 1.91% | Add +55.9% | 68,712 | $16.2M |
| Investors Research Corp | 3.52% | Add +4.2% | 68,055 | $16.0M |
| WJ Wealth Management, LLC | 5.51% | Reduce -0.7% | 68,025 | $16.0M |
| Forum Private Client Group LLC | 7.04% | Reduce -2.4% | 67,219 | $15.8M |
| Stonebridge Financial Planning Group, LLC | 6.98% | Reduce -1.4% | 66,389 | $15.6M |
| Richard P Slaughter Associates Inc | 3.35% | New | 63,558 | $15.0M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +103.6% | 63,046 | $14.8M |
| Benchmark Financial Wealth Advisors, LLC | 4.55% | Add +10.9% | 60,359 | $14.2M |
| Family Capital Management, Inc. | 8.50% | Reduce -0.6% | 59,860 | $14.1M |
| Anderson Financial Strategies, LLC | 8.39% | — | 59,170 | $13.9M |
| McAdam, LLC | 0.76% | Reduce -4.4% | 58,925 | $13.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.2% | 57,996 | $13.6M |
| Titleist Asset Management, LLC | 1.55% | Reduce -10.8% | 57,219 | $13.5M |
| Cosner Financial Group, LLC | 8.26% | Reduce -1.4% | 55,292 | $13.0M |
| Jones Financial Companies LLLP | 0.01% | Add +82.8% | 53,020 | $12.5M |
| Geneos Wealth Management Inc. | 0.43% | Add +14.7% | 52,360 | $12.3M |
| Auxano Advisors, LLC | 3.09% | Add +30.1% | 52,120 | $12.3M |
| Certified Advisory Corp | 1.33% | Add +2.7% | 52,007 | $12.2M |
| Thoroughbred Financial Services, LLC | 0.74% | Add +5.1% | 51,678 | $12.2M |
| Win Advisors, Inc. | 5.85% | Add +165.3% | 51,376 | $12.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.63% | Add +5.3% | 51,350 | $12.1M |
| Kovack Advisors, Inc. | 1.18% | Reduce -6.4% | 50,935 | $12.0M |
| JPMorgan Chase & Co. | 0.00% | Add +10.3% | 49,003 | $11.5M |
| Apexium Financial, LP | 0.70% | Add +4.7% | 48,945 | $11.5M |
| JSF Financial, LLC | 3.05% | Reduce -0.6% | 48,532 | $11.4M |
| Bluesphere Advisors LLC | 5.59% | Reduce -5.1% | 48,522 | $11.4M |
| Private Advisor Group, LLC | 0.06% | Add +24.8% | 48,297 | $11.4M |
| Asset Allocation Strategies LLC | 2.59% | Add +1.3% | 45,004 | $10.7M |
| B.O.S.S. Retirement Advisors, LLC | 2.95% | Add +803.6% | 44,844 | $10.6M |
| Axxcess Wealth Management, LLC | 0.25% | Add +29.4% | 43,756 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.7% | 42,072 | $9.9M |
| Seros Financial, LLC | 8.89% | — | 46,047 | $9.9M |
| LifeWealth Investments, LLC | 6.52% | — | 41,837 | $9.8M |
| Crumly & Associates Inc. | 2.68% | Reduce -0.3% | 41,753 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +0.2% | 40,375 | $9.5M |
| Prosperity Consulting Group, LLC | 0.71% | Add +23.8% | 40,274 | $9.5M |
| SigFig Wealth Management, LLC | 0.33% | New | 38,948 | $9.2M |
| Prime Capital Investment Advisors, LLC | 0.13% | Add +10.7% | 38,445 | $9.0M |
| Jackson Wealth Management, LLC | 0.97% | Reduce -3.2% | 36,331 | $8.5M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Add +256.9% | 35,060 | $8.2M |
| Elevation Capital Advisory, LLC | 3.52% | Reduce -30.4% | 34,953 | $8.2M |
| Journey Strategic Wealth LLC | 0.30% | Reduce -0.7% | 34,635 | $8.1M |
| Baird Financial Group, Inc. | 0.02% | Reduce -2.5% | 34,417 | $8.1M |
| Meridian Financial Partners LLC | 4.26% | Add +28.8% | 34,259 | $8.1M |
| Ethos Financial Group, LLC | 1.05% | Add +2154.4% | 33,838 | $8.0M |
| Fifth Third Securities, Inc. | 0.67% | Add +25.6% | 33,732 | $7.9M |
| 626 Financial, LLC | 4.27% | Add +12.7% | 33,628 | $7.9M |
| Capital Asset Advisory Services LLC | 0.39% | Reduce -2.3% | 33,160 | $7.9M |
| Ameliora Wealth Management Ltd. | 2.89% | Reduce -3.0% | 32,721 | $7.7M |
| Processus Wealth & Capital Management, LLC | 5.98% | Reduce -0.7% | 31,872 | $7.5M |
| Prostatis Group LLC | 2.18% | Add +176.8% | 31,799 | $7.5M |
| Captrust Financial Advisors | 0.02% | Add +458.7% | 31,449 | $7.4M |
| Concorde Asset Management, LLC | 3.80% | Add +3.4% | 30,990 | $7.3M |
| Flagstar Securities, Inc. | 1.80% | Add +0.4% | 30,780 | $7.2M |
| Burns Matteson Capital Management, LLC | 3.93% | Add +6.3% | 29,813 | $7.0M |
| Financial Advocates Investment Management | 0.40% | Add +3675.7% | 66,566 | $7.0M |
| IFP Advisors, Inc | 0.23% | Reduce -4.9% | 29,586 | $7.0M |
| Independent Advisor Alliance | 0.09% | Add +211.6% | 29,386 | $6.9M |
| Veridan Wealth LLC | 3.20% | — | 28,987 | $6.8M |
| World Investment Advisors | 0.19% | Add +11.3% | 28,838 | $6.8M |
| Family Manage LLC | 1.06% | New | 27,820 | $6.5M |
| Milestone Investment Advisors LLC | 1.75% | Reduce -5.7% | 27,316 | $6.4M |
| Wolf Group Capital Advisors | 2.94% | No change | 38,283 | $6.1M |
| FMR LLC | 0.00% | Add +24.7% | 25,766 | $6.1M |
| McIlrath & Eck, LLC | 0.77% | Add +1.7% | 25,696 | $6.0M |
| Harbor Investment Advisory, LLC | 0.56% | Reduce -1.0% | 25,474 | $6.0M |
| YANKCOM Partnership | 3.15% | — | 25,025 | $5.9M |
| AssuredPartners Investment Advisors, LLC | 1.12% | — | 24,372 | $5.7M |
| Centennial Wealth Advisory LLC | 2.22% | New | 24,049 | $5.7M |
| Financial Partners Group, Inc | 0.81% | Reduce -0.1% | 23,669 | $5.6M |
| Silver Oak Securities, Incorporated | 0.51% | Add +986.1% | 23,144 | $5.5M |
| Berger Financial Group, Inc | 0.36% | Add +2.3% | 22,220 | $5.2M |
| Oak Harvest Investment Services | 0.72% | Add +31.0% | 21,951 | $5.2M |
| Foundations Investment Advisors, LLC | 0.10% | Add +61.2% | 21,851 | $5.1M |
| Waldron Private Wealth LLC | 0.21% | No change | 21,694 | $5.1M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -1.7% | 21,462 | $5.0M |
| Fidelis Capital Partners, LLC | 0.50% | Add +4.4% | 21,401 | $5.0M |
| Trinity Wealth Management, LLC | 2.20% | Add +1.2% | 20,622 | $4.9M |
| Future Financial Wealth Managment LLC | 3.54% | Add +2.3% | 20,559 | $4.8M |
| Harbour Investments, Inc. | 0.14% | Reduce -1.5% | 20,544 | $4.8M |
| Consolidated Portfolio Review Corp | 0.76% | Add +4.1% | 20,530 | $4.8M |
| Cozad Asset Management Inc. | 0.44% | Add +5.4% | 19,950 | $4.7M |
| Sugar Maple Asset Management, LLC | 3.57% | Reduce -7.7% | 19,950 | $4.7M |
| Avior Wealth Management, LLC | 0.17% | Reduce -6.1% | 19,602 | $4.6M |
| Empire Life Investments Inc. | 0.29% | Add +145.0% | 19,600 | $4.6M |
| Mezzasalma Advisors, LLC | 1.46% | Reduce -1.8% | 19,248 | $4.5M |
| Symphony Financial Services, Inc. | 3.59% | Add +29.3% | 19,007 | $4.5M |
| Nova Wealth Management, Inc. | 3.86% | — | 18,963 | $4.5M |
| Perigon Wealth Management, LLC | 0.11% | Add +41.7% | 18,944 | $4.4M |
| Park Avenue Securities LLC | 0.05% | New | 18,830 | $4.4M |
| Prime Buchholz LLC | 1.44% | — | 18,738 | $4.4M |
| Betterment LLC | 0.01% | Add +34.9% | 18,543 | $4.4M |
| Florida Financial Advisors, LLC | 1.88% | Add +5.5% | 17,846 | $4.2M |
| Summit Financial, LLC | 0.15% | New | 17,675 | $4.2M |
| FWG Investments, LLC. | 3.23% | Reduce -3.5% | 17,649 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +10.8% | 17,557 | $4.1M |
| Visionary Wealth Advisors | 0.24% | Add +4.0% | 17,408 | $4.1M |
| Fiduciary Group, LLC | 0.39% | Add +6.8% | 16,668 | $3.9M |
| Passumpsic Savings Bank | 2.38% | Add +1.2% | 16,243 | $3.8M |
| CreativeOne Wealth, LLC | 0.12% | Add +85.7% | 16,205 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -3.8% | 15,719 | $3.8M |
| Blair William & Co. | 0.01% | Add +4.1% | 15,588 | $3.7M |
| Darwin Wealth Management, LLC | 1.23% | Reduce -11.0% | 15,582 | $3.7M |
| Mgo One Seven LLC | 0.14% | Reduce -41.4% | 15,442 | $3.6M |
| Jane Street Group, LLC | 0.01% | New | 15,436 | $3.6M |
| CFC Planning Co LLC | 3.88% | — | 15,412 | $3.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.74% | Reduce -4.5% | 15,330 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.7% | 14,837 | $3.5M |
| Sovran Advisors, LLC | 0.50% | — | 15,118 | $3.5M |
| Stokes Capital Advisors, LLC | 0.90% | Add +1.3% | 14,732 | $3.5M |
| US Bancorp \de | 0.00% | Add +69.7% | 14,679 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.2% | 14,601 | $3.4M |
| Bond & Devick Financial Network, Inc. | 1.45% | No change | 15,428 | $3.4M |
| Samalin Investment Counsel, LLC | 1.41% | Add +3.0% | 13,891 | $3.3M |
| Ieq Capital, LLC | 0.03% | Reduce -0.2% | 13,645 | $3.2M |
| Comerica Bank | 0.01% | Add +4.5% | 13,253 | $3.1M |
| Voya Investment Management LLC | 0.00% | Reduce -78.5% | 12,613 | $3.0M |
| Glenmede Trust Co. NA | 0.02% | No change | 12,558 | $3.0M |
| Advisory Services Network, LLC | 0.05% | Reduce -12.9% | 12,144 | $2.9M |
| CHB Investment Group, LLC | 1.54% | Reduce -11.3% | 12,093 | $2.8M |
| Renaissance Technologies | 0.00% | New | 12,000 | $2.8M |
| Quest 10 Wealth Builders, Inc. | 2.72% | — | 11,633 | $2.7M |
| OxenFree Capital LLC | 2.01% | Reduce -3.0% | 11,351 | $2.7M |
| Money Concepts Capital Corp. | 0.20% | Reduce -5.1% | 11,255 | $2.6M |
| PFG Investments, LLC | 0.16% | Add +1.5% | 11,167 | $2.6M |
| Keel Point, LLC | 0.21% | Add +0.2% | 11,138 | $2.6M |
| Colonial River Investments, LLC | 1.21% | New | 10,601 | $2.5M |
| Creative Planning | 0.00% | Add +6.1% | 10,583 | $2.5M |
| Flow Traders U.S. LLC | 0.10% | New | 10,547 | $2.5M |
| Rockport Wealth LLC | 1.09% | Add +20.4% | 11,174 | $2.5M |
| Walled Lake Planning & Wealth Management, LLC | 0.91% | Reduce -2.2% | 10,423 | $2.5M |
| Financial Freedom, LLC | 1.29% | Add +3.0% | 10,412 | $2.4M |
| Cwm, LLC | 0.01% | Add +140.7% | 10,022 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +0.0% | 9,908 | $2.3M |
| Arcadia Wealth Management, LLC | 1.16% | Reduce -9.3% | 9,784 | $2.3M |
| Spire Wealth Management | 0.07% | Reduce -11.8% | 9,688 | $2.3M |
| Hilltop Holdings Inc. | 0.14% | Reduce -4.9% | 9,575 | $2.3M |
| Mutual Advisors, LLC | 0.06% | Add +5.5% | 9,575 | $2.2M |
| Dana Investment Advisors, Inc. | 0.07% | Add +2.6% | 9,443 | $2.2M |
| American Trust | 0.17% | New | 9,308 | $2.2M |
| Strategic Financial Concepts, LLC | 0.41% | Add +621.5% | 9,156 | $2.2M |
| IHT Wealth Management, LLC | 0.07% | Add +31.4% | 9,041 | $2.1M |
| Bawa N Mallick Trust | 0.93% | — | 9,006 | $2.1M |
| Strategic Wealth Investment Group, LLC | 0.12% | New | 35,349 | $2.1M |
| Nwam LLC | 0.13% | Add +7.3% | 8,839 | $2.1M |
| Focus Partners Wealth | 0.01% | Add +28.7% | 8,746 | $2.1M |
| Ameritas Advisory Services, LLC | 0.07% | Add +524.4% | 8,723 | $2.1M |
| Leavell Investment Management, Inc. | 0.10% | No change | 8,665 | $2.0M |
| Argent Trust Co | 0.08% | Add +22.5% | 8,589 | $2.0M |
| &partners | 0.02% | Add +68.0% | 8,439 | $2.0M |
| Optivise Advisory Services LLC | 1.07% | Reduce -6.4% | 8,442 | $2.0M |
| Liberty Square Wealth Partners LLC | 0.72% | — | 8,199 | $2.0M |
| Venture Visionary Partners LLC | 0.08% | Add +0.1% | 8,317 | $2.0M |
| Mason & Associates, LLC | 0.58% | Reduce -2.6% | 8,254 | $1.9M |
| Post Resch Tallon Group Inc. | 1.82% | — | 8,032 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Add +18.4% | 7,904 | $1.9M |
| Savvy Advisors, Inc. | 0.22% | New | 7,860 | $1.8M |
| Western Wealth Management, LLC | 0.10% | Add +3.0% | 7,838 | $1.8M |
| Kelly Financial Services LLC | 0.66% | New | 7,827 | $1.8M |
| Signal Advisors Wealth, LLC | 0.21% | Add +8.9% | 7,815 | $1.8M |
| Meridian Wealth Management, LLC | 0.09% | Reduce -4.3% | 7,757 | $1.8M |
| Dover Advisors, LLC | 1.05% | Add +3.5% | 7,757 | $1.8M |
| Cornerstone Planning Group LLC | 0.45% | Reduce -21.2% | 7,757 | $1.8M |
| AdvisorNet Financial, Inc | 0.15% | Add +2.1% | 7,733 | $1.8M |
| Peninsula Wealth, LLC | 0.31% | Reduce -4.0% | 7,650 | $1.8M |
| Leo Wealth, LLC | 0.16% | Reduce -3.6% | 7,585 | $1.8M |
| Sovereign Financial Group, Inc. | 0.41% | Add +7.6% | 7,572 | $1.8M |
| Synovus Financial Corp. | 0.02% | Add +4.7% | 7,368 | $1.7M |
| Whelan Financial | 0.68% | No change | 7,314 | $1.7M |
| New England Private Wealth Advisors LLC | 0.27% | Add +0.1% | 7,184 | $1.7M |
| Financial Counselors Inc. | 0.02% | Add +4.6% | 7,127 | $1.7M |
| Vantage Financial Partners, LLC | 0.42% | Add +2.1% | 7,095 | $1.7M |
| SageView Advisory Group, LLC | 0.07% | Reduce -0.7% | 7,016 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | Add +3.0% | 6,885 | $1.6M |
| Fifth Third Bancorp | 0.01% | Add +27.1% | 6,709 | $1.6M |
| Wick Capital Partners, LLC | 0.46% | Add +41.6% | 6,692 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +119.1% | 6,581 | $1.5M |
| Legacy Edge Advisors, LLC | 0.24% | Reduce -18.0% | 6,504 | $1.5M |
| Avestar Capital, LLC | 0.14% | No change | 6,536 | $1.5M |
| New Century Financial Group, LLC | 0.64% | Add +447.3% | 6,327 | $1.5M |
| Able Wealth Management LLC | 0.99% | Add +383.9% | 6,397 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -5.6% | 6,116 | $1.4M |
| Valued Retirements, Inc. | 1.89% | Add +258.6% | 5,968 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -18.9% | 12,405 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -22.8% | 5,943 | $1.4M |
| Arkadios Wealth Advisors | 0.08% | Add +5.4% | 5,925 | $1.4M |
| Wedmont Private Capital | 0.07% | Add +4.4% | 5,860 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -5.0% | 5,759 | $1.4M |
| BCGM Wealth Management, LLC | 0.42% | Reduce -7.7% | 5,693 | $1.3M |
| Lord & Richards Wealth Management, LLC | 2.81% | — | 5,667 | $1.3M |
| Coppell Advisory Solutions LLC | 0.18% | Reduce -6.1% | 5,518 | $1.3M |
| Private Trust Co. NA | 0.13% | Reduce -1.9% | 5,328 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +15.4% | 5,234 | $1.2M |
| Fortitude Family Office, LLC | 0.44% | New | 5,220 | $1.2M |
| Lloyd Advisory Services, LLC. | 0.58% | Reduce -60.2% | 5,169 | $1.2M |
| WBH Advisory Inc. | 0.11% | Add +5.1% | 5,141 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +13.2% | 5,108 | $1.2M |
| MBL Wealth, LLC | 0.12% | No change | 5,110 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -1.2% | 5,025 | $1.2M |
| Werba Rubin Papier Wealth Management | 0.28% | No change | 5,024 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -11.4% | 4,869 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.2% | 4,680 | $1.1M |
| Tennessee Valley Asset Management Partners | 0.18% | Add +2.6% | 4,648 | $1.1M |
| Elm3 Financial Group, LLC | 0.93% | — | 4,611 | $1.1M |
| Decker Retirement Planning Inc. | 0.63% | — | 4,602 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -42.1% | 4,579 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 4,564 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | — | 4,526 | $1.1M |
| Allworth Financial LP | 0.01% | Reduce -0.2% | 4,372 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.8% | 4,463 | $1.1M |
| Transce3nd, LLC | 0.35% | — | 4,419 | $1.0M |
| Pallas Capital Advisors LLC | 0.04% | No change | 4,271 | $1.0M |
| REAP Financial Group, LLC | 0.25% | Reduce -13.6% | 4,209 | $990K |
| AMG National Trust Bank | 0.03% | Reduce -5.3% | 4,025 | $947K |
| NewEdge Wealth, LLC | 0.02% | No change | 3,972 | $935K |
| Round Rock Advisors LLC | 0.19% | No change | 3,957 | $931K |
| Atwater Malick LLC | 0.31% | Add +23.2% | 3,955 | $930K |
| MAI Capital Management | 0.01% | Reduce -1.3% | 3,915 | $921K |
| Stewardship Advisors, LLC | 0.25% | Reduce -7.3% | 3,907 | $919K |
| Sigma Planning Corp | 0.03% | Add +36.4% | 3,895 | $916K |
| SMART Wealth LLC | 0.32% | Add +28.9% | 3,878 | $912K |
| Landing Point Financial Group, LLC | 0.69% | — | 3,802 | $908K |
| Founders Financial Securities LLC | 0.08% | New | 3,848 | $905K |
| Forte Capital LLC | 0.10% | Add +3.3% | 3,814 | $897K |
| Advisory Alpha, LLC | 0.03% | Reduce -7.4% | 3,799 | $894K |
| AQR Capital Management | 0.00% | No change | 3,788 | $891K |
| Citadel Advisors | 0.00% | Reduce -76.1% | 3,744 | $881K |
| TruWealth Advisors, LLC | 0.05% | Add +20.6% | 3,743 | $881K |
| Independent Financial Group, LLC | 0.03% | Add +54.9% | 3,740 | $880K |
| Strategic Equity Management | 0.37% | Reduce -9.6% | 3,732 | $878K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -0.2% | 3,561 | $863K |
| First Heartland Consultants, Inc. | 0.09% | Add +4.0% | 3,660 | $861K |
| CMC Financial Group | 1.84% | Reduce -6.5% | 3,657 | $860K |
| Diversified Trust Co. | 0.02% | Reduce -0.9% | 3,622 | $852K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | Add +5.3% | 3,610 | $849K |
| Triumph Capital Management | 0.29% | Add +38.7% | 3,556 | $837K |
| Godshalk Welsh Capital Management, Inc. | 0.54% | Add +1.4% | 3,535 | $832K |
| Savant Capital, LLC | 0.01% | Reduce -3.8% | 3,529 | $830K |
| Pine Valley Investments Ltd Liability Co | 0.05% | New | 3,498 | $823K |
| Cahaba Wealth Management, Inc. | 0.07% | No change | 3,492 | $822K |
| Choreo, LLC | 0.01% | Add +0.2% | 3,384 | $801K |
| Citizens Financial Group Inc. | 0.02% | Add +0.0% | 3,347 | $787K |
| GenWealth Group, Inc. | 0.18% | Reduce -2.0% | 3,340 | $786K |
| Benjamin Edwards Inc. | 0.01% | Add +3.1% | 3,290 | $776K |
| Safeguard Investment Advisory Group, LLC | 0.21% | Add +3.4% | 3,295 | $775K |
| Larson Financial Group LLC | 0.04% | No change | 3,238 | $762K |
| Redwood Financial Network Corp | 0.56% | Add +1.8% | 3,195 | $752K |
| Townsquare Capital LLC | 0.01% | Add +40.7% | 3,182 | $749K |
| Csenge Advisory Group | 0.04% | New | 3,177 | $747K |
| Pineridge Advisors LLC | 0.28% | Reduce -9.4% | 3,176 | $747K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 3,158 | $743K |
| FLP Wealth Management, LLC | 1.88% | — | 3,123 | $735K |
| Founders Financial Alliance, LLC | 0.20% | Add +81.3% | 3,115 | $733K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.0% | 3,092 | $727K |
| Ballast Advisors LLC | 0.22% | No change | 2,969 | $699K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,957 | $696K |
| Compound Planning, Inc. | 0.03% | Reduce -73.1% | 2,888 | $679K |
| TCP Asset Management, LLC | 0.15% | No change | 2,877 | $677K |
| Bison Wealth, LLC | 0.08% | — | 2,873 | $676K |
| Montag A & Associates Inc. | 0.03% | Reduce -8.2% | 2,855 | $672K |
| Secure Asset Management, LLC | 0.10% | Add +35.9% | 2,851 | $671K |
| Belmont Capital, LLC | 0.11% | No change | 2,847 | $670K |
| Norris Perne & French LLP | 0.05% | No change | 2,800 | $659K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,778 | $654K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -4.3% | 2,774 | $653K |
| Catalyst Financial Partners LLC | 0.12% | Add +115.9% | 2,768 | $651K |
| James Investment Research, Inc. | 0.08% | Reduce -4.5% | 2,765 | $651K |
| Keybank National Association | 0.00% | Reduce -8.4% | 2,735 | $643K |
| N.E.W. Advisory Services LLC | 0.06% | Add +0.1% | 2,712 | $638K |
| Merkkuri Wealth Advisors LLC | 0.50% | Add +0.1% | 2,705 | $636K |
| Essex Financial Services, Inc. | 0.04% | Add +183.3% | 2,705 | $636K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.1% | 2,695 | $634K |
| SIMA Wealth Partners, LLC | 0.54% | No change | 2,684 | $631K |
| Fingerlakes Wealth Management, Inc. | 0.51% | New | 2,663 | $627K |
| Bank of New York Mellon Corp | 0.00% | No change | 2,636 | $620K |
| KMG Fiduciary Partners, LLC | 0.05% | Reduce -3.2% | 2,604 | $613K |
| Key Client Fiduciary Advisors, LLC | 0.27% | Add +0.1% | 2,565 | $603K |
| Regions Financial Corp. | 0.00% | Add +4.8% | 2,512 | $591K |
| Atria Investments, Inc | 0.01% | New | 2,510 | $591K |
| HBW Advisory Services LLC | 0.06% | Add +4.8% | 2,506 | $590K |
| Compass Financial Services Inc | 0.33% | — | 2,498 | $588K |
| Fig Financial Advisory Services Inc. | 0.40% | — | 2,475 | $582K |
| ArchPoint Investors | 0.19% | No change | 2,450 | $576K |
| Yoder Wealth Management, Inc. | 0.31% | No change | 2,411 | $567K |
| Pacific Financial Group Inc. | 0.42% | Reduce -3.0% | 2,407 | $566K |
| BlackRock, Inc. | 0.00% | New | 2,369 | $557K |
| Total Clarity Wealth Management, Inc. | 0.18% | Reduce -1.6% | 2,365 | $556K |
| Ameriflex Group, Inc. | 0.25% | — | 2,317 | $552K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 2,325 | $547K |
| Integrated Advisors Network LLC | 0.03% | Add +20.0% | 2,277 | $536K |
| Capital Analysts, LLC | 0.02% | Reduce -2.3% | 2,249 | $529K |
| HBK Sorce Advisory LLC | 0.02% | New | 2,241 | $527K |
| Tyler-Stone Wealth Management | 0.09% | Reduce -5.2% | 2,229 | $524K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 2,227 | $524K |
| Equitable Trust Co. | 0.03% | No change | 2,220 | $522K |
| Maripau Wealth Management LLC | 0.31% | New | 2,209 | $520K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 2,184 | $514K |
| EWG Elevate Inc. | 0.16% | New | 2,181 | $513K |
| Retireful, LLC | 0.29% | No change | 2,169 | $510K |
| Simplicity Wealth,LLC | 0.11% | Reduce -96.4% | 2,156 | $507K |
| Guerra Advisors Inc | 0.28% | — | 2,154 | $507K |
| Prasad Wealth Partners, LLC | 0.16% | — | 2,134 | $502K |
| FSB Premier Wealth Management, Inc. | 0.20% | Add +0.1% | 2,131 | $501K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 2,126 | $500K |
| MidAtlantic Capital Management, Inc. | 0.37% | No change | 2,123 | $499K |
| FSA Advisors, Inc. | 0.61% | Reduce -12.5% | 2,122 | $499K |
| Russell Investments Group, Ltd. | 0.00% | Add +978.0% | 2,102 | $495K |
| Cyr Financial Inc. | 0.45% | Reduce -49.4% | 2,081 | $490K |
| Barnes Wealth Management Group, Inc | 0.32% | — | 2,055 | $483K |
| Alpha Financial Partners LLC | 0.38% | New | 2,019 | $475K |
| Cibc World Market Inc. | 0.00% | Reduce -28.9% | 2,006 | $472K |
| Hershey Financial Advisers, LLC | 0.41% | — | 1,985 | $467K |
| HRC Wealth Management, LLC | 0.28% | Add +8.8% | 1,975 | $465K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 1,959 | $461K |
| World Equity Group, Inc. | 0.10% | Reduce -24.5% | 1,955 | $460K |
| Heritage Trust Co | 0.05% | — | 1,942 | $457K |
| National Wealth Management Group, LLC | 0.29% | Reduce -24.1% | 1,881 | $443K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 1,875 | $441K |
| Intrepid Capital Management Inc. | 0.28% | Reduce -1.1% | 1,870 | $440K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,846 | $434K |
| Joel Isaacson & Co., LLC | 0.02% | New | 1,837 | $432K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.1% | 1,831 | $431K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 1,787 | $420K |
| Absolute Capital Management, LLC | 0.23% | New | 1,766 | $419K |
| Oliver Lagore Vanvalin Investment Group | 0.11% | Reduce -13.5% | 1,765 | $415K |
| Principle Wealth Partners LLC | 0.03% | No change | 1,736 | $408K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -7.2% | 1,734 | $408K |
| LifePlan Investment Advisors, Inc. | 0.25% | Reduce -1.7% | 1,719 | $404K |
| Farther Finance Advisors, LLC | 0.01% | Add +27.1% | 1,714 | $403K |
| Fermata Advisors, LLC | 0.07% | Add +0.1% | 1,682 | $396K |
| Life Planning Partners, Inc | 0.37% | Reduce -0.1% | 1,679 | $395K |
| Moors & Cabot, Inc. | 0.02% | Reduce -5.2% | 1,666 | $392K |
| Comprehensive Financial Planning, Inc. | 0.33% | — | 1,658 | $390K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 1,655 | $389K |
| Balefire, LLC | 0.13% | Reduce -1.5% | 1,657 | $388K |
| EP Wealth Advisors, LLC | 0.00% | Add +14.7% | 1,644 | $387K |
| Rodgers & Associates, LTD | 0.05% | Reduce -6.7% | 1,638 | $385K |
| Tudor Investment Corporation | 0.00% | Reduce -59.8% | 1,636 | $385K |
| Verum Partners LLC | 0.11% | Add +0.1% | 1,634 | $385K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 1,631 | $384K |
| LexAurum Advisors, LLC | 0.08% | Reduce -16.7% | 1,607 | $378K |
| FC Advisory LLC | 0.13% | Reduce -0.2% | 1,589 | $374K |
| Creative Financial Designs Inc. | 0.03% | No change | 1,564 | $368K |
| NFSG Corp | 0.09% | New | 1,538 | $362K |
| NBT Bank, N.A. | 0.03% | No change | 1,530 | $360K |
| Prospect Financial Services LLC | 0.20% | New | 1,527 | $359K |
| Bourgeon Capital Management LLC | 0.07% | Add +0.1% | 1,527 | $359K |
| Rooted Wealth Advisors, Inc. | 0.14% | Reduce -1.0% | 1,515 | $358K |
| Verus Capital Partners, LLC | 0.03% | New | 1,489 | $350K |
| Chilton Investment Co. Inc. | 0.01% | Add +45.9% | 1,485 | $349K |
| Colonial Trust Co / SC | 0.05% | Reduce -17.0% | 1,461 | $344K |
| Zimmermann Investment Management & Planning LLC | 14.99% | — | 1,445 | $340K |
| Fiduciary Alliance LLC | 0.03% | Add +4.7% | 1,442 | $339K |
| Manchester Financial Inc. | 0.07% | New | 1,440 | $339K |
| Qube Research & Technologies Ltd | 0.00% | Add +31.8% | 1,439 | $339K |
| BCU Wealth Advisors, LLC | 0.19% | Add +0.1% | 1,437 | $338K |
| PFG Advisors | 0.02% | Add +0.1% | 1,436 | $338K |
| Meridian Management Co. | 0.09% | No change | 1,421 | $334K |
| Sandy Cove Advisors, LLC | 0.13% | No change | 1,419 | $334K |
| Americana Partners, LLC | 0.01% | New | 1,419 | $334K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.1% | 1,416 | $333K |
| Goldstein Advisors, LLC | 0.05% | No change | 1,416 | $333K |
| Aft, Forsyth & Company, Inc. | 0.16% | Add +0.1% | 1,413 | $332K |
| DDD Partners, LLC | 0.04% | No change | 1,410 | $332K |
| Instrumental Wealth, LLC | 0.31% | Reduce -31.6% | 1,399 | $331K |
| Summit X, LLC | 0.07% | Add +1.5% | 1,401 | $330K |
| Chemung Canal Trust Co. | 0.07% | Reduce -12.3% | 1,385 | $326K |
| Prosperity Wealth Management, Inc. | 0.13% | Add +1.7% | 1,370 | $322K |
| WMS Partners, LLC | 0.02% | No change | 1,361 | $320K |
| Lion Street Advisors, LLC | 0.10% | New | 1,328 | $312K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.5% | 1,317 | $310K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -3.1% | 1,271 | $309K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 1,288 | $303K |
| Bessemer Group Inc. | 0.00% | No change | 1,282 | $302K |
| Whitegate Investment Counselors, Inc. | 0.10% | Add +0.2% | 1,272 | $299K |
| Virtue Capital Management, LLC | 0.06% | New | 1,265 | $298K |
| Smartleaf Asset Management LLC | 0.03% | No change | 1,255 | $298K |
| Smith, Moore & Co. | 0.03% | Add +17.3% | 1,261 | $297K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | — | 1,259 | $296K |
| Arete Wealth Advisors, LLC | 0.02% | New | 1,244 | $293K |
| Aptus Capital Advisors, LLC | 0.00% | Add +207.7% | 1,243 | $292K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 1,238 | $291K |
| Wbi Investments, LLC | 0.07% | New | 1,221 | $287K |
| Apella Capital, LLC | 0.01% | New | 1,203 | $283K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,200 | $282K |
| Members Wealth LLC | 0.21% | — | 1,164 | $278K |
| Calton & Associates, Inc. | 0.12% | New | 1,178 | $277K |
| Mason & Associates Inc | 0.06% | No change | 1,153 | $271K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,150 | $271K |
| Trexquant Investment LP | 0.00% | New | 1,111 | $261K |
| Cannon Wealth Management Services, LLC | 0.23% | No change | 1,108 | $261K |
| Linden Thomas Advisory Services, LLC | 0.03% | New | 1,090 | $256K |
| D.A. Davidson & Co. | 0.00% | New | 1,080 | $254K |
| United Advisor Group, LLC | 0.05% | Add +17.5% | 1,079 | $254K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -55.6% | 1,076 | $253K |
| Sound Income Strategies, LLC | 0.02% | Reduce -10.6% | 1,052 | $248K |
| CoreCap Advisors, LLC | 0.01% | Add +9.6% | 1,044 | $246K |
| MY Wealth Management Inc. | 0.24% | Reduce -1.8% | 1,036 | $244K |
| Northwest Quadrant Wealth Management, LLC | 0.05% | Add +0.1% | 1,025 | $241K |
| Freedom Investment Management, Inc. | 0.02% | New | 1,013 | $238K |
| Operose Advisors LLC | 0.08% | Reduce -17.8% | 1,001 | $236K |
| Fort Point Capital Partners LLC | 0.03% | No change | 999 | $235K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 997 | $235K |
| Slagle Financial, LLC | 0.11% | Reduce -3.6% | 996 | $234K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.9% | 993 | $234K |
| Peachtree Investment Partners, LLC | 0.09% | Reduce -20.2% | 990 | $233K |
| Voya Financial Advisors, Inc. | 0.03% | New | 980 | $232K |
| Fiera Capital Corp | 0.00% | New | 979 | $230K |
| HB Wealth Management, LLC | 0.00% | New | 975 | $229K |
| Aprio Wealth Management, LLC | 0.03% | Add +2.9% | 971 | $228K |
| Rothschild Wealth LLC | 0.07% | No change | 955 | $225K |
| SouthState Bank Corp | 0.01% | No change | 929 | $219K |
| Financial Council, LLC | 0.11% | No change | 926 | $218K |
| IFG Advisory, LLC | 0.01% | New | 924 | $217K |
| Goelzer Investment Management, Inc. | 0.01% | New | 924 | $217K |
| BlueChip Wealth Advisors LLC | 0.12% | No change | 924 | $217K |
| Ledyard National Bank | 0.02% | New | 920 | $216K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -4.3% | 918 | $216K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 906 | $213K |
| OneDigital Investment Advisors LLC | 0.00% | New | 904 | $213K |
| Nicholas Wealth, LLC. | 0.12% | Reduce -17.5% | 917 | $212K |
| L & S Advisors Inc | 0.03% | New | 903 | $212K |
| Pacific Sun Financial Corp | 0.12% | New | 902 | $212K |
| First National Trust Co | 0.01% | New | 880 | $207K |
| GWN Securities Inc. | 0.06% | — | 874 | $207K |
| Wealth Alliance, LLC | 0.02% | New | 879 | $207K |
| Townsend Asset Management Corp. /NC/ | 0.08% | Add +0.1% | 876 | $206K |
| Rather & Kittrell, Inc. | 0.05% | New | 860 | $202K |
| Bravias Capital Group, LLC | 0.16% | — | 848 | $202K |
| Parkside Financial Bank & Trust | 0.03% | Add +22.9% | 805 | $189K |
| Rice Partnership, LLC | 0.04% | No change | 790 | $186K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -15.8% | 786 | $185K |
| Kestra Investment Management, LLC | 0.01% | New | 748 | $176K |
| Caitlin John, LLC | 0.11% | No change | 719 | $169K |
| Raleigh Capital Management Inc. | 0.06% | No change | 675 | $159K |
| Mather Group, Llc. | 0.00% | New | 660 | $155K |
| Signaturefd, LLC | 0.00% | New | 650 | $153K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -2.4% | 646 | $152K |
| EPG Wealth Management LLC | 0.04% | Reduce -5.9% | 625 | $147K |
| Assetmark, Inc. | 0.00% | Add +3152.6% | 618 | $145K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -1.5% | 609 | $143K |
| Key Financial Inc | 0.03% | No change | 602 | $142K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -58.7% | 567 | $133K |
| Asset Dedication, LLC | 0.01% | No change | 550 | $129K |
| Blue Trust, Inc. | 0.00% | New | 548 | $129K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.0% | 533 | $125K |
| FSC Wealth Advisors, LLC | 0.08% | No change | 526 | $124K |
| Rialto Wealth Management, LLC | 0.04% | — | 500 | $118K |
| Park Square Financial Group, LLC | 0.08% | — | 490 | $115K |
| Continuum Advisory, LLC | 0.01% | Add +113.2% | 437 | $103K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 433 | $102K |
| Richardson Financial Services Inc. | 0.07% | Add +9.9% | 422 | $100K |
| Fairway Wealth LLC | 0.04% | No change | 416 | $98K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -42.0% | 415 | $98K |
| Capital A Wealth Management, LLC | 0.15% | — | 397 | $93K |
| China Universal Asset Management Co., Ltd. | 0.01% | New | 391 | $92K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | — | 390 | $92K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.2% | 384 | $90K |
| HM Payson & Co. | 0.00% | No change | 363 | $85K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.5% | 340 | $80K |
| Truvestments Capital LLC | 0.02% | No change | 320 | $75K |
| Franklin Resources Inc. | 0.00% | No change | 317 | $75K |
| Salem Investment Counselors Inc. | 0.00% | No change | 299 | $70K |
| West Paces Advisors Inc. | 0.02% | No change | 286 | $67K |
| Castleview Partners, LLC | 0.04% | Add +0.7% | 287 | $67K |
| Rosenberg Matthew Hamilton | 0.02% | Add +66.0% | 269 | $63K |
| New Millennium Group LLC | 0.04% | Add +49.1% | 261 | $61K |
| Simplex Trading, LLC | 0.00% | Reduce -13.1% | 252 | $59K |
| Creekmur Asset Management LLC | 0.01% | No change | 247 | $58K |
| FPC Investment Advisory, Inc. | 0.04% | New | 238 | $57K |
| Mattson Financial Services, LLC | 0.02% | No change | 255 | $56K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +25.1% | 219 | $52K |
| Bokf, NA | 0.00% | No change | 216 | $50K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.5% | 212 | $50K |
| HHM Wealth Advisors, LLC | 0.01% | New | 207 | $49K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -13.6% | 191 | $45K |
| City Holding Co. | 0.01% | No change | 185 | $44K |
| Chilton Capital Management LLC | 0.00% | New | 181 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +282.2% | 172 | $40K |
| Birchbrook, Inc. | 0.02% | New | 158 | $37K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -2.6% | 152 | $36K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +3600.0% | 148 | $35K |
| West Branch Capital LLC | 0.01% | Reduce -33.5% | 133 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | Add +41.8% | 129 | $30K |
| Ancora Advisors LLC | 0.00% | No change | 118 | $28K |
| Robinswood Financial LLC | 0.01% | No change | 118 | $28K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $24K |
| ORG Partners LLC | 0.00% | No change | 100 | $24K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $24K |
| Lindbrook Capital, LLC | 0.00% | No change | 95 | $22K |
| Parallel Advisors, LLC | 0.00% | Add +6.0% | 88 | $21K |
| Anchor Investment Management, LLC | 0.00% | No change | 85 | $20K |
| Heritage Wealth Advisors | 0.00% | New | 83 | $20K |
| Accredited Wealth Management, LLC | 0.02% | — | 80 | $19K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 77 | $18K |
| WR Wealth Planners, LLC | 0.01% | Add +2.8% | 74 | $17K |
| Sandy Spring Bank | 0.00% | No change | 70 | $16K |
| Van Eck Associates Corp. | 0.00% | New | 68 | $16K |
| Citigroup Inc. | 0.00% | Reduce -65.3% | 66 | $16K |
| Horizon Financial Services, LLC | 0.01% | No change | 60 | $14K |
| Beacon Capital Management, LLC | 0.00% | No change | 50 | $12K |
| Synergy Asset Management, LLC | 0.00% | New | 49 | $11K |
| National Bank of Canada | 0.00% | No change | 40 | $9K |
| PSI Advisors, LLC | 0.00% | No change | 39 | $9K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -63.3% | 36 | $8K |
| Dunhill Financial, LLC | 0.00% | No change | 36 | $8K |
| Olistico Wealth, LLC | 0.00% | No change | 34 | $8K |
| Atlatl Advisers LLC | 0.00% | — | 33 | $8K |
| Synergy Investment Management, LLC | 0.00% | — | 26 | $6K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 22 | $5K |
| Byrne Asset Management LLC | 0.00% | No change | 20 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 20 | $5K |
| Horizon Investments, LLC | 0.00% | Reduce -24.0% | 19 | $4K |
| Red Tortoise LLC | 0.00% | New | 13 | $3K |
| Stephens Consulting, LLC | 0.00% | Reduce -73.5% | 13 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 13 | $3K |
| LGT Financial Advisors LLC | 0.01% | Add +71.4% | 12 | $3K |
| Richards, Merrill & Peterson, Inc. | 0.00% | — | 2 | $471 |
| Quadrant Capital Group LLC | 0.00% | Reduce -60.0% | 2 | $471 |
"% 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.