iShares Russell Top 200 GrowIWYETF
13F holders, Q1 2025 (March 31)557holders −32
49new positions
76sold out
4famous investors
$188.32avg. 13F price*
At the end of Q1 2025, 557 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, down 32 from Q4 2024. 49 opened new positions and 76 sold out. The largest holders were Tiaa Trust, National Association ($1.3B), Envestnet Portfolio Solutions, Inc. ($1.1B) and Ameriprise Financial Inc. ($509.4M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $49.9M |
| Exits | 76 | $381.2M |
All 13F filers, Q4 2024 → Q1 2025: 2,257,285 shares bought and 8,036,324 shares sold, net −5,779,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 557 holders
| Tiaa Trust, National Association | 3.97% | Reduce -3.5% | 6,030,046 | $1.3B |
| Envestnet Portfolio Solutions, Inc. | 4.14% | Reduce -4.5% | 5,124,012 | $1.1B |
| Ameriprise Financial Inc. | 0.14% | Add +2.1% | 2,415,448 | $509.4M |
| Bank of America Corp. | 0.04% | Add +45.0% | 2,189,099 | $461.8M |
| LPL Financial LLC | 0.18% | Reduce -1.4% | 2,182,703 | $460.4M |
| Mariner, LLC | 0.56% | Add +6.0% | 1,587,297 | $334.8M |
| Morgan Stanley | 0.02% | Reduce -14.8% | 1,222,042 | $257.8M |
| Commonwealth Equity Services, LLC | 0.29% | Reduce -41.3% | 985,725 | $207.9M |
| Truist Financial Corp. | 0.22% | Reduce -1.6% | 653,774 | $137.9M |
| AE Wealth Management LLC | 1.06% | Reduce -7.8% | 599,558 | $126.5M |
| Lido Advisors, LLC | 0.63% | Add +0.1% | 501,013 | $105.7M |
| Atlantic Union Bankshares Corp | 6.35% | Reduce -1.2% | 497,504 | $104.9M |
| MML Investors Services, LLC | 0.34% | Reduce -18.3% | 480,599 | $101.4M |
| Raymond James Financial Inc. | 0.04% | Add +6.0% | 478,328 | $100.9M |
| UBS Group AG | 0.02% | Add +14.1% | 459,410 | $96.9M |
| Two Sigma Investments, LP | 0.20% | Add +41.4% | 419,700 | $88.5M |
| Victory Financial Group, LLC | 16.78% | Add +57.4% | 415,819 | $87.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -85.3% | 411,682 | $86.8M |
| Wilmington Savings Fund Society, FSB | 1.61% | Reduce -4.8% | 407,244 | $85.9M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Reduce -1.3% | 396,790 | $83.7M |
| Wells Fargo & Company | 0.02% | Reduce -22.2% | 361,190 | $76.2M |
| Osaic Holdings, Inc. | 0.16% | Reduce -20.3% | 334,273 | $70.6M |
| First Citizens Asset Management, Inc. | 24.43% | Reduce -3.0% | 297,760 | $62.8M |
| Portfolio Strategies, Inc. | 8.84% | Reduce -0.5% | 270,709 | $57.1M |
| Royal Bank of Canada | 0.01% | Add +4.9% | 255,415 | $53.9M |
| SOA Wealth Advisors, LLC. | 10.36% | Reduce -20.9% | 235,202 | $49.6M |
| Avantax Advisory Services, Inc. | 0.30% | Reduce -3.2% | 230,984 | $48.7M |
| One Capital Management, LLC | 1.61% | Reduce -4.0% | 226,215 | $47.7M |
| Intelligence Driven Advisers, LLC | 9.17% | Reduce -0.9% | 225,629 | $47.6M |
| Bryn Mawr Trust Advisors, LLC | 2.75% | Reduce -11.5% | 217,277 | $45.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.81% | Reduce -18.5% | 204,727 | $43.2M |
| Wharton Business Group, LLC | 1.87% | Add +0.6% | 195,904 | $41.3M |
| Richard P Slaughter Associates Inc | 9.64% | Add +207.7% | 195,535 | $41.2M |
| Principal Securities, Inc. | 0.86% | No change | 162,735 | $38.3M |
| Thrivent Financial for Lutherans | 0.08% | Add +3.2% | 158,168 | $35.8M |
| Cetera Investment Advisers | 0.07% | Reduce -42.2% | 168,212 | $35.5M |
| First Citizens Bank & Trust Co. | 0.90% | Reduce -2.7% | 4,908,369 | $35.4M |
| NewEdge Advisors, LLC | 0.20% | Reduce -17.6% | 156,531 | $33.0M |
| Kestra Private Wealth Services, LLC | 0.55% | Add +1.6% | 154,832 | $32.7M |
| DAVENPORT & Co LLC | 0.18% | Add +59.5% | 145,439 | $30.7M |
| HighTower Advisors, LLC | 0.04% | Reduce -23.5% | 136,644 | $28.8M |
| Hantz Financial Services, Inc. | 0.50% | Reduce -35.5% | 134,367 | $28.3M |
| ProVise Management Group, LLC | 2.35% | Add +3.6% | 131,277 | $27.7M |
| Sterling Capital Management LLC | 0.43% | Reduce -2.7% | 130,423 | $27.5M |
| Compton Wealth Advisory Group, LLC | 7.20% | Reduce -1.2% | 123,004 | $25.9M |
| Moneco Advisors, LLC | 2.51% | Add +18.1% | 114,869 | $24.2M |
| Aspire Capital Advisors LLC | 7.08% | Reduce -9.3% | 112,425 | $23.7M |
| Waverly Advisors, LLC | 0.29% | Add +0.3% | 112,252 | $23.7M |
| M&T Bank Corp | 0.08% | Add +0.1% | 103,440 | $21.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -8.2% | 103,030 | $21.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +77.5% | 102,914 | $21.7M |
| Bush Investment Group, LLC | 16.33% | Add +0.5% | 102,748 | $21.7M |
| Valmark Advisers, Inc. | 0.32% | Reduce -1.5% | 101,901 | $21.5M |
| Integrated Capital Management, LLC | 11.73% | Add +1.2% | 101,012 | $21.3M |
| Perennial Investment Advisors, LLC | 2.36% | Add +44.3% | 99,166 | $20.9M |
| Howard Bailey Securities, LLC | 6.86% | Add +6.7% | 97,612 | $20.6M |
| Merit Financial Group, LLC | 0.28% | Add +12.3% | 89,526 | $18.9M |
| Kingdom Financial Group LLC. | 13.43% | Reduce -6.0% | 86,862 | $18.3M |
| Brookstone Capital Management | 0.25% | Add +9.0% | 81,927 | $17.3M |
| Fischer Financial Services, Inc. | 5.44% | Add +4.4% | 80,004 | $16.9M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -13.1% | 79,398 | $16.7M |
| Hidden Cove Wealth Management, LLC | 12.73% | Reduce -3.3% | 76,308 | $16.1M |
| JPMorgan Chase & Co. | 0.00% | Add +54.4% | 75,675 | $16.0M |
| Jones Financial Companies LLLP | 0.01% | Add +40.9% | 74,690 | $15.7M |
| LifeWealth Investments, LLC | 7.42% | Add +74.9% | 73,183 | $15.4M |
| Investors Research Corp | 3.32% | Add +6.6% | 72,567 | $15.3M |
| JSF Financial, LLC | 3.83% | Add +41.9% | 68,875 | $14.5M |
| Forum Private Client Group LLC | 6.28% | Add +2.0% | 68,547 | $14.5M |
| Anderson Financial Strategies, LLC | 8.72% | Add +14.2% | 67,577 | $14.3M |
| Horst & Graben Wealth Management LLC | 2.55% | Reduce -11.7% | 67,478 | $14.2M |
| Titleist Asset Management, LLC | 1.62% | Add +15.5% | 66,112 | $13.9M |
| Stonebridge Financial Planning Group, LLC | 6.14% | Reduce -4.0% | 63,740 | $13.4M |
| Family Capital Management, Inc. | 7.96% | Add +2.2% | 61,184 | $12.9M |
| McAdam, LLC | 0.78% | Add +1.4% | 59,723 | $12.6M |
| VestGen Advisors, LLC | 0.56% | — | 58,786 | $12.4M |
| Simplicity Wealth,LLC | 0.94% | Add +2559.3% | 57,334 | $12.1M |
| Equitable Holdings, Inc. | 0.11% | Reduce -63.1% | 56,785 | $12.0M |
| Cosner Financial Group, LLC | 7.20% | Add +1.0% | 55,841 | $11.8M |
| Auxano Advisors, LLC | 3.09% | Add +6.2% | 55,360 | $11.7M |
| Thoroughbred Financial Services, LLC | 0.71% | Add +5.0% | 54,250 | $11.4M |
| Certified Advisory Corp | 1.29% | Add +4.0% | 54,099 | $11.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.60% | Add +3.3% | 53,027 | $11.2M |
| Family Manage LLC | 1.85% | Add +90.4% | 52,976 | $11.2M |
| Williams Financial, LLC | 7.67% | Reduce -54.0% | 52,043 | $11.0M |
| Kovack Advisors, Inc. | 1.14% | Add +0.2% | 51,027 | $10.8M |
| CW Advisors, LLC | 0.13% | New | 49,601 | $10.5M |
| Prime Capital Investment Advisors, LLC | 0.12% | Add +28.3% | 49,329 | $10.4M |
| Prosperity Consulting Group, LLC | 0.80% | Add +21.3% | 48,836 | $10.3M |
| Apexium Financial, LP | 0.61% | Reduce -1.1% | 48,393 | $10.2M |
| Bluesphere Advisors LLC | 5.77% | Reduce -1.4% | 47,820 | $10.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +12.6% | 47,357 | $10.0M |
| Benchmark Financial Wealth Advisors, LLC | 3.67% | Reduce -23.7% | 46,048 | $9.7M |
| Asset Allocation Strategies LLC | 2.33% | Reduce -1.2% | 44,450 | $9.4M |
| Private Advisor Group, LLC | 0.06% | Reduce -8.2% | 44,357 | $9.4M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +7.6% | 43,456 | $9.2M |
| Geneos Wealth Management Inc. | 0.30% | Reduce -18.5% | 42,674 | $9.0M |
| Crumly & Associates Inc. | 2.42% | Reduce -0.4% | 41,580 | $8.8M |
| B.O.S.S. Retirement Advisors, LLC | 2.52% | Reduce -8.2% | 41,158 | $8.7M |
| Ethos Financial Group, LLC | 0.77% | No change | 33,838 | $8.0M |
| Fifth Third Securities, Inc. | 0.67% | Add +11.3% | 37,545 | $7.9M |
| Bond & Devick Financial Network, Inc. | 2.80% | Add +137.1% | 36,581 | $7.7M |
| Voya Investment Management LLC | 0.01% | Add +189.3% | 36,490 | $7.7M |
| 626 Financial, LLC | 3.94% | Add +7.9% | 36,279 | $7.7M |
| Wealthcare Advisory Partners LLC | 0.20% | Reduce -66.5% | 36,101 | $7.6M |
| Meridian Financial Partners LLC | 3.70% | Add +1.0% | 34,601 | $7.3M |
| Seros Financial, LLC | 5.40% | Reduce -25.6% | 34,264 | $7.2M |
| Wolf Group Capital Advisors | 2.40% | Reduce -11.4% | 33,923 | $7.2M |
| Citadel Advisors | 0.01% | Add +805.0% | 33,882 | $7.1M |
| Journey Strategic Wealth LLC | 0.24% | Reduce -4.5% | 33,073 | $7.0M |
| Veridan Wealth LLC | 3.13% | Add +13.1% | 32,797 | $6.9M |
| Capital Asset Advisory Services LLC | 0.35% | Reduce -3.4% | 32,044 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -5.7% | 32,446 | $6.8M |
| Processus Wealth & Capital Management, LLC | 5.81% | Add +1.5% | 32,337 | $6.8M |
| Axxcess Wealth Management, LLC | 0.18% | Reduce -26.7% | 32,068 | $6.8M |
| WJ Wealth Management, LLC | 2.32% | Reduce -54.2% | 31,145 | $6.6M |
| Burns Matteson Capital Management, LLC | 3.37% | Reduce -0.4% | 29,706 | $6.3M |
| Flagstar Securities, Inc. | 1.60% | Reduce -3.8% | 29,606 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +545.9% | 29,480 | $6.2M |
| IFP Advisors, Inc | 0.18% | Reduce -4.9% | 28,137 | $5.9M |
| Ameliora Wealth Management Ltd. | 2.16% | Reduce -16.6% | 27,273 | $5.8M |
| Harbor Investment Advisory, LLC | 0.55% | Add +6.0% | 27,002 | $5.7M |
| Trivium Point Advisory, LLC | 0.69% | New | 26,471 | $5.6M |
| Captrust Financial Advisors | 0.01% | Reduce -19.0% | 25,462 | $5.4M |
| AssuredPartners Investment Advisors, LLC | 1.03% | Add +3.6% | 25,240 | $5.3M |
| Milestone Investment Advisors LLC | 1.47% | Reduce -7.9% | 25,160 | $5.3M |
| FMR LLC | 0.00% | Reduce -3.1% | 24,959 | $5.3M |
| YANKCOM Partnership | 2.88% | Reduce -0.7% | 24,851 | $5.2M |
| Oak Harvest Investment Services | 0.73% | Add +12.3% | 24,655 | $5.2M |
| Caprock Group, LLC | 0.16% | New | 24,583 | $5.2M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -62.1% | 23,912 | $5.0M |
| Financial Partners Group, Inc | 0.76% | Reduce -0.9% | 23,452 | $4.9M |
| McIlrath & Eck, LLC | 0.61% | Reduce -9.1% | 23,361 | $4.9M |
| Cozad Asset Management Inc. | 0.49% | Add +15.6% | 23,061 | $4.9M |
| Berger Financial Group, Inc | 0.34% | Add +3.7% | 23,050 | $4.9M |
| Financial Freedom, LLC | 2.68% | Add +112.2% | 22,093 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +39.5% | 21,936 | $4.6M |
| Waldron Private Wealth LLC | 0.22% | No change | 21,694 | $4.6M |
| Perigon Wealth Management, LLC | 0.12% | Add +13.8% | 21,564 | $4.5M |
| Harbour Investments, Inc. | 0.13% | Add +4.5% | 21,469 | $4.5M |
| Fidelis Capital Partners, LLC | 0.48% | Reduce -1.1% | 21,174 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -93.8% | 21,146 | $4.5M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -93.8% | 21,146 | $4.5M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -2.0% | 21,032 | $4.4M |
| Betterment LLC | 0.01% | Add +10.4% | 20,464 | $4.3M |
| Trinity Wealth Management, LLC | 1.97% | Reduce -0.8% | 20,462 | $4.3M |
| Future Financial Wealth Managment LLC | 3.16% | Reduce -0.8% | 20,401 | $4.3M |
| Empire Life Investments Inc. | 0.28% | Add +3.6% | 20,300 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +354.4% | 20,280 | $4.3M |
| Symphony Financial Services, Inc. | 2.78% | Add +6.1% | 20,159 | $4.3M |
| Nova Wealth Management, Inc. | 3.64% | Add +5.4% | 19,984 | $4.2M |
| Mezzasalma Advisors, LLC | 1.43% | Add +2.0% | 19,642 | $4.1M |
| Patton Albertson Miller Group, LLC | 0.61% | New | 19,467 | $4.1M |
| Fiduciary Group, LLC | 0.40% | Add +12.8% | 18,797 | $4.0M |
| Prime Buchholz LLC | 1.38% | No change | 18,738 | $4.0M |
| Cyndeo Wealth Partners, LLC | 0.26% | Add +888.8% | 18,540 | $3.9M |
| Sugar Maple Asset Management, LLC | 3.04% | Reduce -8.3% | 18,297 | $3.9M |
| Summit Financial, LLC | 0.11% | Add +2.1% | 18,053 | $3.8M |
| Consolidated Portfolio Review Corp | 0.61% | Reduce -12.1% | 18,051 | $3.8M |
| Avior Wealth Management, LLC | 0.14% | Reduce -9.2% | 17,795 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 17,709 | $3.7M |
| Visionary Wealth Advisors | 0.22% | Add +0.3% | 17,455 | $3.7M |
| Darwin Wealth Management, LLC | 1.23% | No change | 15,582 | $3.7M |
| FWG Investments, LLC. | 4.14% | Reduce -5.3% | 16,723 | $3.5M |
| Blair William & Co. | 0.01% | Add +6.0% | 16,524 | $3.5M |
| Florida Financial Advisors, LLC | 1.37% | Reduce -7.5% | 16,516 | $3.5M |
| Elevation Capital Advisory, LLC | 1.49% | Reduce -53.5% | 16,245 | $3.4M |
| Mgo One Seven LLC | 0.13% | Add +5.2% | 16,244 | $3.4M |
| Silver Oak Securities, Incorporated | 0.31% | Reduce -31.1% | 15,956 | $3.4M |
| US Bancorp \de | 0.00% | Add +7.5% | 15,772 | $3.3M |
| Comerica Bank | 0.01% | Add +18.6% | 15,712 | $3.3M |
| Samalin Investment Counsel, LLC | 1.33% | Add +11.7% | 15,515 | $3.3M |
| Stokes Capital Advisors, LLC | 0.82% | Add +3.2% | 15,210 | $3.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.61% | Reduce -5.2% | 14,534 | $3.1M |
| Rossby Financial, LCC | 1.32% | New | 14,385 | $3.1M |
| GWN Securities Inc. | 0.17% | Add +1544.5% | 14,373 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 13,987 | $3.0M |
| Sovran Advisors, LLC | 0.38% | Reduce -3.0% | 14,671 | $2.9M |
| Kelly Financial Group LLC | 0.90% | New | 13,693 | $2.9M |
| Creative Planning | 0.00% | Add +28.8% | 13,634 | $2.9M |
| Ieq Capital, LLC | 0.02% | Reduce -0.1% | 13,629 | $2.9M |
| Keel Point, LLC | 0.21% | Add +16.2% | 12,945 | $2.7M |
| PFG Investments, LLC | 0.18% | Add +15.8% | 12,931 | $2.7M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -21.4% | 12,731 | $2.7M |
| Glenmede Trust Co. NA | 0.01% | No change | 12,558 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -15.4% | 12,549 | $2.6M |
| Advisory Services Network, LLC | 0.05% | Reduce -4.2% | 11,630 | $2.5M |
| CHB Investment Group, LLC | 1.30% | Reduce -3.9% | 11,621 | $2.5M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -46.9% | 11,606 | $2.4M |
| Money Concepts Capital Corp. | 0.18% | Add +1.9% | 11,473 | $2.4M |
| Quest 10 Wealth Builders, Inc. | 2.55% | Reduce -2.9% | 11,302 | $2.4M |
| IHT Wealth Management, LLC | 0.07% | Add +23.9% | 11,202 | $2.4M |
| Argent Trust Co | 0.09% | Add +23.1% | 10,569 | $2.2M |
| OxenFree Capital LLC | 1.66% | Reduce -1.0% | 11,239 | $2.2M |
| Cwm, LLC | 0.01% | Add +1.1% | 10,136 | $2.1M |
| Northeast Planning Associates, Inc. / NH / | 1.73% | New | 9,901 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.8% | 9,828 | $2.1M |
| World Equity Group, Inc. | 0.59% | Add +397.7% | 9,730 | $2.1M |
| Arcadia Wealth Management, LLC | 1.00% | Reduce -1.8% | 9,613 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -72.7% | 9,582 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Add +34.6% | 10,642 | $2.0M |
| Able Wealth Management LLC | 1.18% | Add +47.0% | 9,404 | $2.0M |
| Valued Retirements, Inc. | 2.53% | Add +52.7% | 9,114 | $1.9M |
| Bawa N Mallick Trust | 0.90% | No change | 9,006 | $1.9M |
| SCS Capital Management LLC | 0.02% | New | 8,950 | $1.9M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -5.3% | 8,938 | $1.9M |
| Independent Advisor Alliance | 0.06% | Reduce -69.7% | 8,895 | $1.9M |
| &partners | 0.02% | Add +5.4% | 8,897 | $1.9M |
| Venture Visionary Partners LLC | 0.08% | Add +6.5% | 8,854 | $1.9M |
| Leavell Investment Management, Inc. | 0.09% | Add +1.5% | 8,793 | $1.9M |
| AdvisorNet Financial, Inc | 0.14% | Add +13.1% | 8,744 | $1.8M |
| Focus Partners Wealth | 0.00% | Reduce -0.6% | 8,697 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Reduce -10.5% | 8,569 | $1.8M |
| Optivise Advisory Services LLC | 0.99% | Reduce -0.8% | 8,376 | $1.8M |
| Post Resch Tallon Group Inc. | 1.80% | Add +3.9% | 8,346 | $1.8M |
| Fortis Capital Advisors, LLC | 0.35% | New | 8,217 | $1.7M |
| Belpointe Asset Management LLC | 0.09% | New | 8,217 | $1.7M |
| Liberty Square Wealth Partners LLC | 0.66% | No change | 8,199 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +42.3% | 8,194 | $1.7M |
| Spire Wealth Management | 0.06% | Reduce -15.5% | 8,185 | $1.7M |
| Signal Advisors Wealth, LLC | 0.17% | Add +4.1% | 8,137 | $1.7M |
| Sovereign Financial Group, Inc. | 0.39% | Add +5.8% | 8,012 | $1.7M |
| Hilltop Holdings Inc. | 0.11% | Reduce -16.5% | 7,995 | $1.7M |
| Western Wealth Management, LLC | 0.11% | Add +0.9% | 7,912 | $1.7M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -0.7% | 7,700 | $1.6M |
| Savvy Advisors, Inc. | 0.16% | Reduce -2.7% | 7,646 | $1.6M |
| Dover Advisors, LLC | 0.69% | Reduce -3.6% | 7,477 | $1.6M |
| Mason & Associates, LLC | 0.45% | Reduce -9.9% | 7,433 | $1.6M |
| Whelan Financial | 0.60% | Reduce -0.0% | 7,312 | $1.5M |
| New England Private Wealth Advisors LLC | 0.23% | Add +0.1% | 7,192 | $1.5M |
| Cornerstone Planning Group LLC | 0.36% | Reduce -4.9% | 7,374 | $1.5M |
| Strategic Financial Concepts, LLC | 0.28% | Reduce -22.7% | 7,078 | $1.5M |
| Synovus Financial Corp. | 0.02% | Reduce -4.5% | 7,036 | $1.5M |
| SageView Advisory Group, LLC | 0.06% | Add +0.1% | 7,026 | $1.5M |
| Focus Financial Network, Inc. | 0.06% | Add +1.6% | 6,998 | $1.5M |
| Prostatis Group LLC | 0.46% | Reduce -78.1% | 6,955 | $1.5M |
| Financial Counselors Inc. | 0.02% | Reduce -2.7% | 6,936 | $1.5M |
| Vantage Financial Partners, LLC | 0.36% | Reduce -2.8% | 6,898 | $1.5M |
| Wick Capital Partners, LLC | 0.42% | No change | 6,692 | $1.4M |
| Legacy Edge Advisors, LLC | 0.21% | Reduce -2.4% | 6,348 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 6,299 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -6.5% | 6,150 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -50.9% | 6,091 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -10.4% | 6,009 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -3.3% | 5,917 | $1.2M |
| Arkadios Wealth Advisors | 0.05% | Reduce -1.6% | 5,827 | $1.2M |
| Deutsche Bank AG | 0.00% | Reduce -2.1% | 5,815 | $1.2M |
| Wedmont Private Capital | 0.06% | Add +0.0% | 5,861 | $1.2M |
| BCGM Wealth Management, LLC | 0.37% | Reduce -1.0% | 5,635 | $1.2M |
| Decker Retirement Planning Inc. | 0.74% | Add +21.7% | 5,602 | $1.2M |
| Walled Lake Planning & Wealth Management, LLC | 0.42% | Reduce -46.8% | 5,545 | $1.2M |
| WBH Advisory Inc. | 0.11% | Add +5.2% | 5,407 | $1.1M |
| Transce3nd, LLC | 0.50% | Add +20.0% | 5,301 | $1.1M |
| Private Trust Co. NA | 0.11% | Reduce -1.6% | 5,241 | $1.1M |
| Fortitude Family Office, LLC | 0.39% | No change | 5,220 | $1.1M |
| MBL Wealth, LLC | 0.11% | No change | 5,110 | $1.1M |
| Lord & Richards Wealth Management, LLC | 1.22% | Reduce -10.2% | 5,087 | $1.1M |
| Lloyd Advisory Services, LLC. | 0.53% | Reduce -2.5% | 5,041 | $1.1M |
| Werba Rubin Papier Wealth Management | 0.23% | No change | 5,024 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -3.2% | 4,865 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -94.4% | 4,861 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +3.3% | 4,835 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.8% | 4,830 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +2.0% | 4,673 | $986K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -9.7% | 4,614 | $980K |
| Park Avenue Securities LLC | 0.01% | Reduce -75.8% | 4,560 | $962K |
| D. E. Shaw & Co. | 0.00% | New | 4,536 | $957K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -0.1% | 4,523 | $954K |
| Allworth Financial LP | 0.01% | Add +3.4% | 4,522 | $948K |
| Fingerlakes Wealth Management, Inc. | 0.78% | Add +63.1% | 4,343 | $916K |
| Catalyst Financial Partners LLC | 0.17% | Add +54.3% | 4,272 | $901K |
| Pallas Capital Advisors LLC | 0.04% | No change | 4,271 | $901K |
| TruWealth Advisors, LLC | 0.05% | Add +12.0% | 4,192 | $884K |
| Stewardship Advisors, LLC | 0.23% | Add +4.8% | 4,093 | $863K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +31.9% | 4,077 | $860K |
| Round Rock Advisors LLC | 0.16% | Add +0.8% | 3,987 | $841K |
| SMART Wealth LLC | 0.30% | Add +1.6% | 3,939 | $831K |
| AQR Capital Management | 0.00% | Add +3.4% | 3,915 | $826K |
| Tennessee Valley Asset Management Partners | 0.13% | Reduce -15.8% | 3,912 | $825K |
| NewEdge Wealth, LLC | 0.01% | Reduce -2.1% | 3,887 | $820K |
| Strategic Equity Management | 0.34% | Add +3.6% | 3,866 | $815K |
| Advisory Alpha, LLC | 0.03% | Add +1.5% | 3,857 | $814K |
| Northern Trust Corp. | 0.00% | Reduce -26.9% | 3,828 | $807K |
| First Heartland Consultants, Inc. | 0.08% | Add +1.3% | 3,709 | $782K |
| Truvestments Capital LLC | 0.17% | Add +1046.3% | 3,668 | $774K |
| CMC Financial Group | 1.74% | Reduce -0.3% | 3,648 | $770K |
| Prospect Financial Services LLC | 0.43% | Add +138.8% | 3,646 | $769K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 3,610 | $761K |
| Godshalk Welsh Capital Management, Inc. | 0.49% | Add +1.4% | 3,585 | $756K |
| Elm3 Financial Group, LLC | 0.65% | Reduce -23.5% | 3,527 | $744K |
| Forte Capital LLC | 0.09% | Reduce -9.3% | 3,459 | $730K |
| Fifth Third Wealth Advisors LLC | 0.04% | New | 3,452 | $728K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -1.2% | 3,451 | $728K |
| Atwater Malick LLC | 0.24% | Reduce -13.5% | 3,420 | $721K |
| Secure Asset Management, LLC | 0.14% | Add +19.3% | 3,400 | $717K |
| Redwood Financial Network Corp | 0.54% | Add +6.0% | 3,386 | $714K |
| Tudor Investment Corporation | 0.01% | Add +106.8% | 3,384 | $714K |
| FLP Wealth Management, LLC | 2.26% | Add +8.1% | 3,376 | $712K |
| Citizens Financial Group Inc. | 0.01% | Add +0.0% | 3,348 | $706K |
| GenWealth Group, Inc. | 0.15% | Reduce -0.4% | 3,327 | $702K |
| Safeguard Investment Advisory Group, LLC | 0.19% | Reduce -0.5% | 3,280 | $692K |
| Keybank National Association | 0.00% | Add +18.6% | 3,243 | $684K |
| Larson Financial Group LLC | 0.03% | Add +0.0% | 3,239 | $683K |
| Savant Capital, LLC | 0.01% | Reduce -9.6% | 3,191 | $673K |
| Essex Financial Services, Inc. | 0.05% | Add +15.1% | 3,113 | $657K |
| Founders Financial Alliance, LLC | 0.16% | Reduce -2.2% | 3,046 | $643K |
| Townsquare Capital LLC | 0.01% | Reduce -5.1% | 3,020 | $637K |
| MAI Capital Management | 0.00% | Reduce -23.0% | 3,013 | $636K |
| Financial Advocates Investment Management | 0.04% | Reduce -95.5% | 2,995 | $632K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -66.3% | 2,937 | $631K |
| Ballast Advisors LLC | 0.20% | No change | 2,969 | $626K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,957 | $624K |
| REAP Financial Group, LLC | 0.15% | Reduce -31.5% | 2,882 | $608K |
| Montag A & Associates Inc. | 0.03% | No change | 2,855 | $602K |
| Belmont Capital, LLC | 0.11% | No change | 2,847 | $601K |
| Heck Capital Advisors, LLC | 0.07% | New | 2,841 | $599K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 2,840 | $598K |
| Landing Point Financial Group, LLC | 0.45% | Reduce -25.7% | 2,825 | $596K |
| Norris Perne & French LLP | 0.04% | No change | 2,800 | $591K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.1% | 2,778 | $586K |
| Pineridge Advisors LLC | 0.23% | Reduce -12.8% | 2,771 | $585K |
| Independent Financial Group, LLC | 0.02% | Reduce -26.4% | 2,754 | $581K |
| Sigma Planning Corp | 0.02% | Reduce -29.6% | 2,742 | $578K |
| Qube Research & Technologies Ltd | 0.00% | Add +89.2% | 2,723 | $574K |
| N.E.W. Advisory Services LLC | 0.04% | Add +0.1% | 2,715 | $573K |
| Merkkuri Wealth Advisors LLC | 0.49% | Add +0.1% | 2,708 | $571K |
| TCP Asset Management, LLC | 0.13% | Reduce -5.9% | 2,707 | $571K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 2,695 | $568K |
| SIMA Wealth Partners, LLC | 0.47% | No change | 2,684 | $566K |
| Sculati Wealth Management, LLC | 0.23% | New | 2,649 | $559K |
| Total Clarity Wealth Management, Inc. | 0.18% | No change | 2,365 | $556K |
| Bank of New York Mellon Corp | 0.00% | No change | 2,636 | $556K |
| Prosperity Wealth Management, Inc. | 0.25% | Add +85.3% | 2,539 | $536K |
| Key Client Fiduciary Advisors, LLC | 0.25% | Reduce -1.1% | 2,538 | $535K |
| Regions Financial Corp. | 0.00% | No change | 2,512 | $530K |
| Compass Financial Services Inc | 0.28% | Add +0.1% | 2,500 | $527K |
| ArchPoint Investors | 0.17% | No change | 2,450 | $517K |
| Johnson Investment Counsel Inc. | 0.01% | New | 2,448 | $516K |
| Diversified Trust Co. | 0.01% | Reduce -32.7% | 2,436 | $514K |
| Concorde Asset Management, LLC | 0.27% | Reduce -92.1% | 2,441 | $510K |
| Pacific Financial Group Inc. | 0.41% | Add +0.4% | 2,416 | $510K |
| AMG National Trust Bank | 0.01% | Reduce -40.0% | 2,415 | $509K |
| Yoder Wealth Management, Inc. | 0.29% | No change | 2,411 | $509K |
| BlackRock, Inc. | 0.00% | No change | 2,369 | $500K |
| KMG Fiduciary Partners, LLC | 0.04% | Reduce -9.4% | 2,358 | $497K |
| Vista Investment Partners Ii, LLC | 0.27% | New | 2,351 | $496K |
| Sowell Financial Services LLC | 0.02% | New | 2,335 | $492K |
| Ameriflex Group, Inc. | 0.20% | Add +0.1% | 2,319 | $489K |
| Russell Investments Group, Ltd. | 0.00% | Add +10.0% | 2,312 | $488K |
| HRC Wealth Management, LLC | 0.30% | Add +14.7% | 2,266 | $478K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +23.5% | 2,261 | $477K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.1% | 2,244 | $473K |
| PTM Wealth Management, LLC | 0.50% | — | 2,511 | $471K |
| Equitable Trust Co. | 0.03% | No change | 2,220 | $468K |
| Capital Analysts, LLC | 0.02% | Reduce -2.3% | 2,198 | $464K |
| Beacon Financial Advisory LLC | 0.14% | New | 2,195 | $463K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 2,191 | $462K |
| Tyler-Stone Wealth Management | 0.08% | Reduce -2.2% | 2,179 | $460K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.4% | 2,176 | $459K |
| Cyr Financial Inc. | 0.41% | Add +3.5% | 2,153 | $454K |
| Mercer Global Advisors Inc. | 0.00% | Add +15.9% | 2,139 | $451K |
| Prasad Wealth Partners, LLC | 0.15% | Add +0.1% | 2,136 | $450K |
| Cibc World Market Inc. | 0.00% | Add +6.4% | 2,134 | $450K |
| FSB Premier Wealth Management, Inc. | 0.18% | Reduce -0.1% | 2,129 | $449K |
| Revolve Wealth Partners, LLC | 0.06% | No change | 2,126 | $448K |
| MidAtlantic Capital Management, Inc. | 0.35% | No change | 2,123 | $448K |
| Maripau Wealth Management LLC | 0.26% | Reduce -4.1% | 2,119 | $447K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -9.8% | 2,096 | $442K |
| Guerra Advisors Inc | 0.24% | Reduce -4.7% | 2,052 | $433K |
| Bank of Montreal | 0.00% | Reduce -98.7% | 2,042 | $431K |
| Alpha Financial Partners LLC | 0.34% | No change | 2,019 | $426K |
| FSA Advisors, Inc. | 0.34% | Reduce -5.6% | 2,004 | $423K |
| National Wealth Management Group, LLC | 0.28% | Add +6.2% | 1,997 | $421K |
| Barnes Wealth Management Group, Inc | 0.27% | Reduce -3.9% | 1,975 | $417K |
| Heritage Trust Co | 0.05% | Reduce -0.6% | 1,930 | $407K |
| Integrated Advisors Network LLC | 0.02% | Reduce -16.9% | 1,891 | $399K |
| Intrepid Capital Management Inc. | 0.24% | No change | 1,870 | $394K |
| James Investment Research, Inc. | 0.05% | Reduce -32.9% | 1,855 | $391K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -33.7% | 1,841 | $388K |
| AlphaCore Capital LLC | 0.03% | New | 1,805 | $381K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 1,787 | $377K |
| Accurate Wealth Management, LLC | 0.07% | New | 1,833 | $374K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -3.5% | 1,772 | $374K |
| HB Wealth Management, LLC | 0.00% | Add +80.6% | 1,761 | $371K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +7.5% | 1,754 | $370K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -49.9% | 1,753 | $370K |
| EP Wealth Advisors, LLC | 0.00% | Add +5.9% | 1,741 | $367K |
| Principle Wealth Partners LLC | 0.03% | No change | 1,736 | $366K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,734 | $366K |
| Moors & Cabot, Inc. | 0.02% | Add +1.2% | 1,686 | $356K |
| HBW Advisory Services LLC | 0.05% | Reduce -33.0% | 1,679 | $354K |
| Life Planning Partners, Inc | 0.32% | No change | 1,679 | $354K |
| Arete Wealth Advisors, LLC | 0.03% | Add +33.9% | 1,666 | $351K |
| Comprehensive Financial Planning, Inc. | 0.34% | Add +0.1% | 1,659 | $350K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 1,656 | $349K |
| Fermata Advisors, LLC | 0.06% | Reduce -2.6% | 1,639 | $346K |
| LifePlan Investment Advisors, Inc. | 0.20% | Reduce -4.7% | 1,639 | $346K |
| Rodgers & Associates, LTD | 0.04% | No change | 1,638 | $346K |
| Verum Partners LLC | 0.09% | Add +0.1% | 1,636 | $345K |
| LexAurum Advisors, LLC | 0.07% | Add +0.1% | 1,608 | $339K |
| FC Advisory LLC | 0.11% | Add +0.1% | 1,591 | $336K |
| Instrumental Wealth, LLC | 0.29% | Add +8.5% | 1,518 | $323K |
| NBT Bank, N.A. | 0.02% | No change | 1,530 | $323K |
| Bourgeon Capital Management LLC | 0.07% | Add +0.1% | 1,529 | $322K |
| Prospera Financial Services Inc | 0.01% | Add +51.6% | 1,505 | $318K |
| Chilton Investment Co. Inc. | 0.01% | No change | 1,485 | $313K |
| Colonial Trust Co / SC | 0.05% | No change | 1,461 | $308K |
| Members Wealth LLC | 0.23% | Add +24.7% | 1,452 | $306K |
| PFG Advisors | 0.02% | Add +0.2% | 1,439 | $304K |
| BCU Wealth Advisors, LLC | 0.16% | Add +0.1% | 1,438 | $303K |
| Sandy Cove Advisors, LLC | 0.12% | No change | 1,419 | $299K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.1% | 1,418 | $299K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +56.4% | 1,417 | $299K |
| Goldstein Advisors, LLC | 0.04% | No change | 1,416 | $299K |
| DDD Partners, LLC | 0.04% | No change | 1,410 | $297K |
| Verus Capital Partners, LLC | 0.03% | Reduce -5.4% | 1,409 | $297K |
| Fiduciary Alliance LLC | 0.03% | Reduce -2.8% | 1,402 | $296K |
| Novak & Powell Financial Services, Inc. | 0.18% | New | 1,400 | $295K |
| Kelly Financial Services LLC | 0.10% | Reduce -82.2% | 1,394 | $294K |
| Smith, Moore & Co. | 0.03% | Add +7.5% | 1,356 | $286K |
| Rooted Wealth Advisors, Inc. | 0.12% | Reduce -1.4% | 1,493 | $284K |
| 1832 Asset Management L.P. | 0.00% | Add +17.0% | 1,345 | $284K |
| Aft, Forsyth & Company, Inc. | 0.15% | Reduce -4.9% | 1,344 | $283K |
| Summit X, LLC | 0.06% | Reduce -6.1% | 1,316 | $277K |
| Creative Financial Designs Inc. | 0.02% | Reduce -16.1% | 1,313 | $277K |
| Bessemer Group Inc. | 0.00% | No change | 1,282 | $270K |
| Chemung Canal Trust Co. | 0.06% | Reduce -8.5% | 1,267 | $267K |
| Smartleaf Asset Management LLC | 0.03% | No change | 1,255 | $264K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 1,249 | $263K |
| IFG Advisory, LLC | 0.01% | Add +34.1% | 1,239 | $261K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 1,238 | $261K |
| Goelzer Investment Management, Inc. | 0.02% | Add +33.5% | 1,234 | $260K |
| Parkside Financial Bank & Trust | 0.03% | Add +51.7% | 1,221 | $258K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,200 | $253K |
| Apella Capital, LLC | 0.01% | No change | 1,203 | $251K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | Reduce -6.8% | 1,173 | $247K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -5.2% | 1,205 | $246K |
| Harvest Investment Services, LLC | 0.07% | New | 1,162 | $245K |
| Mason & Associates Inc | 0.06% | No change | 1,153 | $243K |
| United Advisor Group, LLC | 0.05% | Add +6.0% | 1,144 | $241K |
| Calton & Associates, Inc. | 0.05% | Reduce -3.9% | 1,132 | $239K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -9.9% | 1,120 | $236K |
| D.A. Davidson & Co. | 0.00% | No change | 1,080 | $228K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 1,076 | $227K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -45.6% | 1,065 | $226K |
| Fiduciary Family Office, LLC | 0.07% | New | 1,065 | $225K |
| Alta Wealth Advisors LLC | 0.10% | New | 1,064 | $224K |
| Wedbush Securities Inc. | 0.01% | New | 1,049 | $221K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -20.7% | 1,044 | $220K |
| MY Wealth Management Inc. | 0.21% | No change | 1,036 | $219K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -19.4% | 1,038 | $218K |
| Slagle Financial, LLC | 0.10% | Add +4.0% | 1,036 | $218K |
| Citigroup Inc. | 0.00% | Add +1465.2% | 1,033 | $218K |
| Northwest Quadrant Wealth Management, LLC | 0.05% | No change | 1,025 | $216K |
| Cannon Wealth Management Services, LLC | 0.19% | Reduce -10.2% | 995 | $216K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 1,023 | $216K |
| Pinnacle Associates Ltd. | 0.00% | New | 1,023 | $216K |
| Americana Partners, LLC | 0.01% | Reduce -28.6% | 1,013 | $214K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.5% | 1,012 | $213K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.6% | 1,006 | $212K |
| Operose Advisors LLC | 0.07% | No change | 1,001 | $211K |
| Fort Point Capital Partners LLC | 0.02% | No change | 999 | $211K |
| NFSG Corp | 0.05% | Reduce -35.4% | 993 | $209K |
| Ascent Group, LLC | 0.01% | New | 985 | $208K |
| Avestar Capital, LLC | 0.02% | Reduce -85.0% | 979 | $207K |
| Hobbs Group Advisors, LLC | 0.08% | New | 973 | $205K |
| Two Sigma Securities, LLC | 0.03% | New | 970 | $205K |
| Trademark Financial Management, LLC | 0.16% | New | 967 | $204K |
| World Investment Advisors | 0.01% | Reduce -96.7% | 953 | $201K |
| Peachtree Investment Partners, LLC | 0.08% | Reduce -4.0% | 950 | $200K |
| Parallel Advisors, LLC | 0.00% | Add +958.0% | 931 | $196K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -49.2% | 870 | $185K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.9% | 817 | $172K |
| SouthState Bank Corp | 0.01% | Reduce -13.8% | 801 | $169K |
| Rice Partnership, LLC | 0.03% | No change | 790 | $167K |
| Sound Income Strategies, LLC | 0.01% | Reduce -29.9% | 738 | $156K |
| Brooklyn Investment Group | 0.03% | New | 714 | $151K |
| Centaurus Financial, Inc. | 0.01% | Add +31.7% | 702 | $148K |
| Mather Group, Llc. | 0.00% | No change | 660 | $139K |
| Center for Financial Planning, Inc. | 0.02% | Add +2.8% | 626 | $132K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -3.1% | 626 | $132K |
| EPG Wealth Management LLC | 0.04% | Add +0.2% | 626 | $132K |
| BNP Paribas Financial Markets | 0.00% | Add +59.9% | 614 | $130K |
| Key Financial Inc | 0.03% | No change | 602 | $127K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 567 | $120K |
| Blue Trust, Inc. | 0.00% | No change | 548 | $116K |
| Smithfield Trust Co | 0.01% | New | 535 | $113K |
| FSC Wealth Advisors, LLC | 0.07% | Add +0.2% | 527 | $111K |
| Rialto Wealth Management, LLC | 0.03% | No change | 500 | $105K |
| Rosenberg Matthew Hamilton | 0.02% | Add +74.0% | 468 | $99K |
| Beacon Capital Management, LLC | 0.01% | Add +800.0% | 450 | $95K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 433 | $91K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -54.4% | 419 | $88K |
| Fairway Wealth LLC | 0.03% | No change | 416 | $88K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 415 | $88K |
| Asset Dedication, LLC | 0.01% | Reduce -25.4% | 410 | $86K |
| China Universal Asset Management Co., Ltd. | 0.01% | No change | 391 | $82K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | No change | 390 | $82K |
| Cedar Mountain Advisors, LLC | 0.02% | Add +381.8% | 371 | $78K |
| HM Payson & Co. | 0.00% | No change | 363 | $77K |
| Capital A Wealth Management, LLC | 0.07% | Reduce -15.9% | 334 | $70K |
| Franklin Resources Inc. | 0.00% | No change | 317 | $67K |
| New Republic Capital, LLC | 0.03% | New | 307 | $65K |
| Salem Investment Counselors Inc. | 0.00% | No change | 299 | $63K |
| West Paces Advisors Inc. | 0.01% | No change | 286 | $60K |
| Mattson Financial Services, LLC | 0.02% | No change | 255 | $54K |
| Creekmur Asset Management LLC | 0.01% | No change | 247 | $52K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 219 | $52K |
| Richards, Merrill & Peterson, Inc. | 0.03% | Add +11500.0% | 232 | $49K |
| New Millennium Group LLC | 0.03% | Reduce -13.4% | 226 | $48K |
| Bokf, NA | 0.00% | No change | 216 | $46K |
| Continuum Advisory, LLC | 0.01% | Reduce -50.8% | 215 | $45K |
| Sunbelt Securities, Inc. | 0.00% | No change | 212 | $45K |
| Lanark Financial, Inc. | 0.00% | — | 209 | $44K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 207 | $44K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 188 | $40K |
| City Holding Co. | 0.01% | No change | 185 | $39K |
| Chilton Capital Management LLC | 0.00% | No change | 181 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 172 | $36K |
| Coldstream Capital Management Inc. | 0.00% | New | 171 | $36K |
| Birchbrook, Inc. | 0.02% | No change | 158 | $33K |
| Salomon & Ludwin, LLC | 0.00% | No change | 152 | $32K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 148 | $31K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -27.8% | 138 | $29K |
| Ancora Advisors LLC | 0.00% | No change | 118 | $25K |
| Robinswood Financial LLC | 0.01% | No change | 118 | $25K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -18.6% | 105 | $22K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $22K |
| Ascentis Wealth Management, LLC | 0.01% | New | 100 | $21K |
| Mascoma Wealth Management LLC | 0.01% | New | 100 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $21K |
| Anchor Investment Management, LLC | 0.00% | Add +11.8% | 95 | $20K |
| Lindbrook Capital, LLC | 0.00% | No change | 95 | $20K |
| Simplex Trading, LLC | 0.00% | Reduce -62.3% | 95 | $20K |
| Activest Wealth Management | 0.01% | New | 91 | $19K |
| West Branch Capital LLC | 0.01% | Reduce -34.6% | 87 | $18K |
| Heritage Wealth Advisors | 0.00% | No change | 83 | $18K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 80 | $17K |
| Van Eck Associates Corp. | 0.00% | Add +1.5% | 69 | $15K |
| Horizon Financial Services, LLC | 0.01% | No change | 60 | $13K |
| Bogart Wealth, LLC | 0.00% | New | 56 | $12K |
| National Bank of Canada | 0.00% | No change | 40 | $8K |
| Flaharty Asset Management, LLC | 0.00% | New | 38 | $8K |
| Dunhill Financial, LLC | 0.00% | No change | 36 | $8K |
| Olistico Wealth, LLC | 0.00% | No change | 34 | $7K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -13.9% | 31 | $7K |
| Headlands Technologies LLC | 0.00% | New | 25 | $5K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 22 | $5K |
| Byrne Asset Management LLC | 0.00% | No change | 20 | $4K |
| Keystone Global Partners, LLC | 0.00% | — | 19 | $4K |
| LGT Financial Advisors LLC | 0.01% | Add +58.3% | 19 | $4K |
| Pacifica Partners Inc. | 0.00% | No change | 20 | $4K |
| Horizon Investments, LLC | 0.00% | No change | 19 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -96.9% | 19 | $4K |
| Main Street Group, LTD | 0.00% | New | 14 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 13 | $3K |
| Global Wealth Strategies & Associates | 0.00% | New | 3 | $633 |
| Quadrant Capital Group LLC | 0.00% | No change | 2 | $422 |
"% 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.