iShares Russell Top 200 GrowIWYETF
13F holders, Q2 2025 (June 30)573holders +16
67new positions
52sold out
4famous investors
$224.31avg. 13F price*
At the end of Q2 2025, 573 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 16 from Q1 2025. 67 opened new positions and 52 sold out. The largest holders were Tiaa Trust, National Association ($1.5B), Envestnet Portfolio Solutions, Inc. ($1.2B) and Ameriprise Financial Inc. ($594.6M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $365.6M |
| Exits | 52 | $79.7M |
All 13F filers, Q1 2025 → Q2 2025: 2,954,508 shares bought and 1,953,583 shares sold, net +1,000,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 573 holders
| Tiaa Trust, National Association | 3.92% | Add +1.2% | 6,102,300 | $1.5B |
| Envestnet Portfolio Solutions, Inc. | 4.56% | Reduce -1.9% | 5,027,841 | $1.2B |
| Ameriprise Financial Inc. | 0.15% | Reduce -0.3% | 2,408,984 | $594.6M |
| Bank of America Corp. | 0.04% | Add +0.9% | 2,209,077 | $544.6M |
| LPL Financial LLC | 0.18% | Add +0.6% | 2,196,699 | $541.5M |
| Mariner, LLC | 0.53% | Reduce -5.7% | 1,496,630 | $368.9M |
| Morgan Stanley | 0.02% | Add +5.3% | 1,286,847 | $317.2M |
| Commonwealth Equity Services, LLC | 0.31% | Reduce -4.9% | 937,852 | $231.2M |
| First Citizens Bank & Trust Co. | 3.40% | Reduce -1.8% | 4,817,814 | $187.6M |
| Wells Fargo & Company | 0.04% | Add +88.0% | 679,015 | $167.4M |
| AE Wealth Management LLC | 1.13% | Add +4.7% | 627,860 | $154.8M |
| Boulay Financial Advisors, LLC | 21.80% | New | 586,277 | $144.5M |
| Truist Financial Corp. | 0.21% | Reduce -10.8% | 582,864 | $143.7M |
| MML Investors Services, LLC | 0.36% | Add +5.2% | 505,791 | $124.7M |
| UBS Group AG | 0.03% | Add +7.0% | 491,459 | $121.1M |
| Atlantic Union Bankshares Corp | 2.67% | Reduce -4.7% | 474,099 | $116.9M |
| Raymond James Financial Inc. | 0.04% | Reduce -0.9% | 473,945 | $116.8M |
| Lido Advisors, LLC | 0.62% | Reduce -5.8% | 471,888 | $116.3M |
| Victory Financial Group, LLC | 17.50% | Add +7.6% | 447,463 | $110.3M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.7% | 400,610 | $98.8M |
| Wilmington Savings Fund Society, FSB | 1.66% | Reduce -7.0% | 378,684 | $93.3M |
| Osaic Holdings, Inc. | 0.17% | Add +12.5% | 376,169 | $92.8M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -13.0% | 345,263 | $85.1M |
| SVB Wealth LLC | 4.26% | New | 322,606 | $79.5M |
| First Citizens Asset Management, Inc. | 26.05% | Add +0.1% | 298,042 | $73.5M |
| Two Sigma Investments, LP | 0.14% | Reduce -29.8% | 294,500 | $72.6M |
| Intelligence Driven Advisers, LLC | 10.08% | Add +20.2% | 271,149 | $66.8M |
| Portfolio Strategies, Inc. | 8.50% | Reduce -2.2% | 264,830 | $65.2M |
| SOA Wealth Advisors, LLC. | 11.23% | Add +5.8% | 248,717 | $61.3M |
| Royal Bank of Canada | 0.01% | Reduce -6.0% | 240,229 | $59.2M |
| Bryn Mawr Trust Advisors, LLC | 3.17% | Add +8.0% | 234,572 | $57.8M |
| Avantax Advisory Services, Inc. | 0.31% | Reduce -2.0% | 226,275 | $55.8M |
| Wharton Business Group, LLC | 2.06% | Add +0.9% | 197,634 | $48.7M |
| Richard P Slaughter Associates Inc | 9.63% | Reduce -2.0% | 191,684 | $47.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.78% | Reduce -8.3% | 187,654 | $46.3M |
| Cetera Investment Advisers | 0.08% | Add +7.7% | 181,144 | $44.7M |
| Kestra Private Wealth Services, LLC | 0.58% | Add +5.0% | 162,540 | $40.1M |
| DAVENPORT & Co LLC | 0.22% | Add +11.0% | 161,482 | $39.8M |
| NewEdge Advisors, LLC | 0.20% | Reduce -1.4% | 154,374 | $38.1M |
| Proficio Capital Partners LLC | 2.30% | New | 150,033 | $37.0M |
| HighTower Advisors, LLC | 0.04% | Add +4.4% | 142,694 | $35.2M |
| Sterling Capital Management LLC | 0.50% | Add +9.4% | 142,663 | $35.2M |
| Global Retirement Partners, LLC | 0.83% | — | 136,269 | $33.6M |
| Hantz Financial Services, Inc. | 0.53% | Reduce -1.0% | 133,025 | $32.8M |
| ProVise Management Group, LLC | 2.55% | Reduce -0.4% | 130,751 | $32.2M |
| Moneco Advisors, LLC | 2.80% | Add +6.4% | 122,248 | $30.1M |
| Compton Wealth Advisory Group, LLC | 7.56% | Reduce -1.4% | 121,265 | $29.9M |
| CW Advisors, LLC | 0.29% | Add +142.2% | 120,120 | $29.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +12.9% | 116,296 | $28.7M |
| Aspire Capital Advisors LLC | 7.91% | Add +3.4% | 116,215 | $28.6M |
| Simplicity Wealth,LLC | 1.16% | Add +97.5% | 113,247 | $27.9M |
| Perennial Investment Advisors, LLC | 2.67% | Add +12.6% | 111,677 | $27.5M |
| Waverly Advisors, LLC | 0.30% | Reduce -0.5% | 111,713 | $27.5M |
| Integrated Capital Management, LLC | 12.61% | Add +3.0% | 104,017 | $26.3M |
| Valmark Advisers, Inc. | 0.36% | Add +1.8% | 103,763 | $25.6M |
| M&T Bank Corp | 0.09% | Reduce -0.7% | 102,763 | $25.3M |
| Howard Bailey Securities, LLC | 7.74% | Add +4.3% | 101,835 | $25.1M |
| Jones Financial Companies LLLP | 0.02% | Add +31.6% | 98,312 | $24.1M |
| Brookstone Capital Management | 0.31% | Add +15.3% | 94,439 | $23.3M |
| LifeWealth Investments, LLC | 8.43% | Add +28.5% | 94,037 | $23.2M |
| Bush Investment Group, LLC | 15.16% | Reduce -10.9% | 91,566 | $22.6M |
| Kestra Advisory Services, LLC | 0.11% | Add +13.9% | 90,433 | $22.3M |
| Voya Investment Management LLC | 0.03% | Add +145.5% | 89,597 | $22.1M |
| Merit Financial Group, LLC | 0.23% | Reduce -4.8% | 85,249 | $21.0M |
| Titleist Asset Management, LLC | 2.05% | Add +26.2% | 83,443 | $20.6M |
| Fischer Financial Services, Inc. | 6.04% | Add +4.2% | 83,325 | $20.5M |
| Wealthcare Advisory Partners LLC | 0.45% | Add +123.3% | 80,605 | $19.9M |
| Forum Private Client Group LLC | 7.51% | Add +15.4% | 79,080 | $19.5M |
| Investors Research Corp | 3.76% | Add +7.2% | 77,781 | $19.2M |
| Hidden Cove Wealth Management, LLC | 13.60% | Reduce -0.2% | 76,178 | $18.8M |
| JSF Financial, LLC | 4.36% | Add +7.9% | 74,342 | $18.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.1% | 71,791 | $17.7M |
| Family Capital Management, Inc. | 8.16% | Add +3.2% | 63,144 | $15.6M |
| One Capital Management, LLC | 0.53% | Reduce -72.6% | 62,066 | $15.3M |
| Stonebridge Financial Planning Group, LLC | 6.35% | Reduce -3.2% | 61,717 | $15.2M |
| Cosner Financial Group, LLC | 8.45% | Add +10.3% | 61,578 | $15.2M |
| Horst & Graben Wealth Management LLC | 2.44% | Reduce -11.3% | 59,889 | $14.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.8% | 58,845 | $14.5M |
| Thoroughbred Financial Services, LLC | 1.01% | Add +8.3% | 58,760 | $14.5M |
| VestGen Advisors, LLC | 0.58% | Reduce -3.6% | 56,639 | $14.5M |
| Certified Advisory Corp | 1.50% | Add +7.9% | 58,361 | $14.4M |
| Auxano Advisors, LLC | 3.28% | Add +2.9% | 56,940 | $14.0M |
| Equitable Holdings, Inc. | 0.11% | Reduce -2.6% | 55,325 | $13.6M |
| McAdam, LLC | 0.71% | Reduce -12.1% | 52,516 | $12.9M |
| Performance Wealth Partners, LLC | 0.41% | New | 51,639 | $12.7M |
| Kingdom Financial Group LLC. | 10.94% | Reduce -41.5% | 50,793 | $12.5M |
| Apexium Financial, LP | 0.65% | Add +2.8% | 49,751 | $12.3M |
| Prosperity Consulting Group, LLC | 0.89% | Add +1.3% | 49,490 | $12.2M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +8.1% | 46,984 | $11.6M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -4.9% | 46,930 | $11.6M |
| Bluesphere Advisors LLC | 5.55% | Reduce -5.5% | 45,188 | $11.1M |
| Asset Allocation Strategies LLC | 2.45% | Add +1.3% | 45,020 | $11.1M |
| Family Manage LLC | 1.62% | Reduce -18.5% | 43,177 | $10.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -9.9% | 42,675 | $10.6M |
| Benchmark Financial Wealth Advisors, LLC | 3.44% | Reduce -8.4% | 42,179 | $10.4M |
| B.O.S.S. Retirement Advisors, LLC | 2.61% | Add +2.3% | 42,089 | $10.4M |
| Crumly & Associates Inc. | 2.49% | Reduce -0.4% | 41,428 | $10.2M |
| Sculati Wealth Management, LLC | 3.83% | Add +1458.8% | 41,292 | $10.2M |
| Fifth Third Securities, Inc. | 0.73% | Add +5.6% | 39,644 | $9.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -12.2% | 38,957 | $9.6M |
| Bond & Devick Financial Network, Inc. | 3.12% | Add +3.9% | 38,000 | $9.4M |
| 626 Financial, LLC | 4.31% | Add +2.7% | 37,250 | $9.2M |
| Meridian Financial Partners LLC | 4.24% | Add +5.8% | 36,601 | $9.0M |
| Seros Financial, LLC | 5.55% | Add +3.7% | 35,537 | $8.8M |
| Win Advisors, Inc. | 4.04% | New | 33,965 | $8.4M |
| EWG Elevate Inc. | 2.56% | New | 33,767 | $8.3M |
| World Investment Advisors | 0.19% | Add +3401.9% | 33,373 | $8.2M |
| Foronjy Financial LLC | 3.83% | — | 33,220 | $8.2M |
| Baird Financial Group, Inc. | 0.01% | Add +2.1% | 33,143 | $8.2M |
| Journey Strategic Wealth LLC | 0.26% | Reduce -1.4% | 32,605 | $8.0M |
| Harbor Investment Advisory, LLC | 0.70% | Add +18.0% | 31,854 | $7.9M |
| CGC Financial Services, LLC | 2.65% | New | 31,781 | $7.8M |
| YANKCOM Partnership | 3.77% | Add +25.7% | 31,231 | $7.7M |
| Burns Matteson Capital Management, LLC | 3.71% | Add +5.0% | 31,185 | $7.7M |
| Processus Wealth & Capital Management, LLC | 6.06% | Reduce -3.7% | 31,139 | $7.7M |
| Florida Financial Advisors, LLC | 1.84% | Add +86.2% | 30,759 | $7.6M |
| WJ Wealth Management, LLC | 2.32% | Reduce -4.2% | 29,823 | $7.4M |
| IFP Advisors, Inc | 0.21% | Add +4.6% | 29,427 | $7.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -82.1% | 28,250 | $7.0M |
| Trivium Point Advisory, LLC | 0.75% | Add +5.8% | 28,016 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +54.4% | 27,338 | $6.7M |
| McIlrath & Eck, LLC | 0.75% | Add +13.7% | 26,562 | $6.5M |
| Cozad Asset Management Inc. | 0.57% | Add +14.8% | 26,476 | $6.5M |
| Oak Harvest Investment Services | 0.81% | Add +5.9% | 26,116 | $6.4M |
| Stratos Investment Management, LLC | 0.29% | New | 26,025 | $6.4M |
| FMR LLC | 0.00% | Add +2.1% | 25,490 | $6.3M |
| Captrust Financial Advisors | 0.01% | Add +0.1% | 25,488 | $6.3M |
| TABR Capital Management, LLC | 5.26% | New | 24,907 | $6.1M |
| Systelligence, LLC | 1.13% | New | 24,887 | $6.1M |
| Flagstar Securities, Inc. | 1.68% | Reduce -16.6% | 24,684 | $6.1M |
| Principal Financial Group Inc. | 0.00% | New | 24,448 | $6.0M |
| Betterment LLC | 0.01% | Add +15.6% | 23,660 | $5.8M |
| Financial Partners Group, Inc | 0.80% | Add +0.0% | 23,459 | $5.8M |
| Bouvel Investment Partners, LLC | 1.96% | New | 23,446 | $5.8M |
| Milestone Investment Advisors LLC | 1.48% | Reduce -8.6% | 22,996 | $5.7M |
| Argent Trust Co | 0.21% | Add +109.9% | 22,189 | $5.5M |
| Financial Freedom, LLC | 2.92% | Reduce -0.4% | 22,000 | $5.4M |
| Berger Financial Group, Inc | 0.35% | Reduce -4.9% | 21,925 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.3% | 21,877 | $5.4M |
| Perigon Wealth Management, LLC | 0.13% | Add +1.4% | 21,869 | $5.4M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -48.8% | 21,835 | $5.4M |
| Waldron Private Wealth LLC | 0.23% | No change | 21,694 | $5.3M |
| Harbour Investments, Inc. | 0.13% | Reduce -0.4% | 21,378 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.4% | 21,371 | $5.3M |
| Axxcess Wealth Management, LLC | 0.13% | Reduce -33.5% | 21,338 | $5.3M |
| Empire Life Investments Inc. | 0.33% | Add +4.9% | 21,300 | $5.3M |
| Nova Wealth Management, Inc. | 3.81% | Add +5.4% | 21,072 | $5.2M |
| Capital Asset Advisory Services LLC | 0.24% | Reduce -33.6% | 21,275 | $5.2M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -0.3% | 20,974 | $5.2M |
| Fiduciary Group, LLC | 0.48% | Add +9.7% | 20,616 | $5.1M |
| Cyndeo Wealth Partners, LLC | 0.30% | Add +10.6% | 20,507 | $5.1M |
| Symphony Financial Services, Inc. | 3.01% | Add +1.5% | 20,461 | $5.0M |
| Fidelis Capital Partners, LLC | 0.45% | Reduce -9.8% | 19,109 | $4.9M |
| Mezzasalma Advisors, LLC | 1.47% | Add +1.3% | 19,906 | $4.9M |
| Future Financial Wealth Managment LLC | 3.34% | Reduce -2.5% | 19,890 | $4.9M |
| US Bancorp \de | 0.01% | Add +24.7% | 19,666 | $4.8M |
| Patton Albertson Miller Group, LLC | 0.63% | No change | 19,467 | $4.8M |
| Summit Trail Advisors, LLC | 0.08% | New | 19,342 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -9.4% | 19,165 | $4.7M |
| Elevation Capital Advisory, LLC | 1.84% | Add +14.3% | 18,575 | $4.6M |
| Samalin Investment Counsel, LLC | 1.75% | Add +18.9% | 18,448 | $4.5M |
| Consolidated Portfolio Review Corp | 0.61% | Reduce -0.6% | 17,940 | $4.4M |
| Principal Securities, Inc. | 0.08% | Reduce -89.2% | 17,642 | $4.3M |
| Summit Financial, LLC | 0.10% | Reduce -2.4% | 17,612 | $4.3M |
| Avior Wealth Management, LLC | 0.15% | Reduce -3.2% | 17,220 | $4.2M |
| FWG Investments, LLC. | 3.11% | Reduce -0.9% | 16,576 | $4.1M |
| Blair William & Co. | 0.01% | Reduce -1.8% | 16,221 | $4.0M |
| Ameliora Wealth Management Ltd. | 1.41% | Reduce -41.5% | 15,950 | $3.9M |
| Prime Buchholz LLC | 1.25% | Reduce -15.1% | 15,914 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.14% | New | 15,851 | $3.9M |
| Silver Oak Securities, Incorporated | 0.32% | Reduce -2.9% | 15,487 | $3.8M |
| Mgo One Seven LLC | 0.12% | Reduce -4.9% | 15,446 | $3.8M |
| Ieq Capital, LLC | 0.02% | Add +11.9% | 15,255 | $3.8M |
| Darwin Wealth Management, LLC | 1.28% | Reduce -3.8% | 14,988 | $3.7M |
| Comerica Bank | 0.01% | Reduce -6.6% | 14,674 | $3.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.67% | No change | 14,534 | $3.6M |
| Sovran Advisors, LLC | 0.37% | Reduce -2.2% | 14,346 | $3.5M |
| Fortis Capital Advisors, LLC | 0.63% | Add +73.1% | 14,221 | $3.5M |
| Belpointe Asset Management LLC | 0.15% | Add +73.1% | 14,221 | $3.5M |
| Stephens Inc. | 0.05% | Add +138.5% | 14,110 | $3.5M |
| Rossby Financial, LCC | 1.29% | Reduce -3.3% | 13,910 | $3.4M |
| Stokes Capital Advisors, LLC | 0.84% | Reduce -8.6% | 13,907 | $3.4M |
| Nwam LLC | 0.20% | New | 13,336 | $3.4M |
| Visionary Wealth Advisors | 0.17% | Reduce -22.5% | 13,526 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.5% | 13,493 | $3.3M |
| Kelly Financial Group LLC | 0.95% | Reduce -2.5% | 13,353 | $3.3M |
| EP Wealth Advisors, LLC | 0.02% | Add +654.7% | 13,140 | $3.2M |
| Foundations Investment Advisors, LLC | 0.05% | Add +8.1% | 12,549 | $3.1M |
| Glenmede Investment Management, LP | 0.02% | — | 12,436 | $3.1M |
| Corient Private Wealth LP | 0.00% | Add +97.2% | 12,010 | $3.0M |
| CIBC Private Wealth Group LLC | 0.01% | Add +11.9% | 11,910 | $2.9M |
| CHB Investment Group, LLC | 1.49% | Add +1.7% | 11,821 | $2.9M |
| Advisory Services Network, LLC | 0.05% | Reduce -2.5% | 11,344 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -7.3% | 11,635 | $2.9M |
| Quest 10 Wealth Builders, Inc. | 2.77% | Add +2.2% | 11,551 | $2.8M |
| Creative Planning | 0.00% | Reduce -15.4% | 11,533 | $2.8M |
| Keel Point, LLC | 0.18% | Reduce -12.5% | 11,323 | $2.8M |
| OxenFree Capital LLC | 1.70% | Reduce -0.2% | 11,217 | $2.8M |
| Money Concepts Capital Corp. | 0.18% | Reduce -3.2% | 11,107 | $2.7M |
| Valued Retirements, Inc. | 2.99% | Add +18.0% | 10,756 | $2.7M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -16.2% | 10,669 | $2.6M |
| Lloyd Advisory Services, LLC. | 1.25% | Add +108.3% | 10,498 | $2.6M |
| Northeast Planning Associates, Inc. / NH / | 2.34% | Add +4.1% | 10,304 | $2.5M |
| Whelan Financial | 0.90% | Add +38.7% | 10,140 | $2.5M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +1.6% | 9,987 | $2.5M |
| Dover Advisors, LLC | 1.07% | Add +32.4% | 9,896 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -2.4% | 9,890 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +20.4% | 9,866 | $2.4M |
| &partners | 0.02% | Add +9.5% | 9,742 | $2.4M |
| Golden State Wealth Management, LLC | 0.29% | New | 9,635 | $2.4M |
| Arcadia Wealth Management, LLC | 1.01% | Reduce -2.0% | 9,419 | $2.3M |
| Dana Investment Advisors, Inc. | 0.08% | Add +3.9% | 9,289 | $2.3M |
| AdvisorNet Financial, Inc | 0.15% | Add +6.0% | 9,267 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -73.0% | 9,153 | $2.3M |
| Independent Advisor Alliance | 0.06% | Add +2.2% | 9,094 | $2.2M |
| Venture Visionary Partners LLC | 0.08% | Add +2.3% | 9,054 | $2.2M |
| Focus Partners Wealth | 0.00% | Add +3.8% | 9,031 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Add +1.5% | 8,700 | $2.2M |
| Bawa N Mallick Trust | 0.92% | No change | 9,006 | $2.2M |
| SCS Capital Management LLC | 0.02% | No change | 8,950 | $2.2M |
| Rockport Wealth LLC | 0.51% | New | 8,938 | $2.2M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -3.0% | 8,529 | $2.1M |
| Optivise Advisory Services LLC | 1.06% | Add +0.0% | 8,378 | $2.1M |
| Focus Financial Network, Inc. | 0.08% | Add +19.1% | 8,334 | $2.1M |
| Post Resch Tallon Group Inc. | 1.96% | Reduce -1.5% | 8,221 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +68.6% | 8,203 | $2.0M |
| Western Wealth Management, LLC | 0.11% | Reduce -1.2% | 7,817 | $1.9M |
| Liberty Square Wealth Partners LLC | 0.66% | Reduce -5.3% | 7,761 | $1.9M |
| Synovus Financial Corp. | 0.02% | Add +10.0% | 7,737 | $1.9M |
| Sovereign Financial Group, Inc. | 0.39% | Reduce -4.2% | 7,679 | $1.9M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -0.7% | 7,644 | $1.9M |
| Vista Investment Partners Ii, LLC | 0.91% | Add +224.3% | 7,623 | $1.9M |
| Midwest Trust Co | 0.03% | — | 7,600 | $1.9M |
| Spire Wealth Management | 0.07% | Reduce -7.2% | 7,600 | $1.9M |
| Savvy Advisors, Inc. | 0.12% | Reduce -1.2% | 7,556 | $1.9M |
| Cornerstone Planning Group LLC | 0.38% | Reduce -1.4% | 7,267 | $1.8M |
| New England Private Wealth Advisors LLC | 0.27% | Add +0.1% | 7,199 | $1.8M |
| Mason & Associates, LLC | 0.46% | Reduce -0.1% | 7,429 | $1.8M |
| IHT Wealth Management, LLC | 0.05% | Reduce -33.8% | 7,414 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -69.2% | 7,361 | $1.8M |
| SageView Advisory Group, LLC | 0.07% | Reduce -0.5% | 6,991 | $1.8M |
| Sugar Maple Asset Management, LLC | 1.39% | Reduce -60.6% | 7,217 | $1.8M |
| Inscription Capital, LLC | 0.25% | New | 7,128 | $1.8M |
| Hilltop Holdings Inc. | 0.11% | Reduce -11.9% | 7,046 | $1.7M |
| Leo Wealth, LLC | 0.13% | New | 7,032 | $1.7M |
| Heck Capital Advisors, LLC | 0.15% | Add +146.3% | 6,998 | $1.7M |
| Johnson Investment Counsel Inc. | 0.01% | Add +177.2% | 6,786 | $1.7M |
| Vantage Financial Partners, LLC | 0.38% | Reduce -1.9% | 6,765 | $1.7M |
| Wick Capital Partners, LLC | 0.43% | Add +91.6% | 12,824 | $1.6M |
| Tactive Advisors, LLC | 0.51% | — | 6,385 | $1.6M |
| Private Trust Co. NA | 0.15% | Add +19.0% | 6,238 | $1.5M |
| Transce3nd, LLC | 0.64% | Add +15.5% | 6,121 | $1.5M |
| Coppell Advisory Solutions LLC | 0.18% | New | 6,094 | $1.5M |
| Signal Advisors Wealth, LLC | 0.12% | Reduce -25.9% | 6,027 | $1.5M |
| Fifth Third Bancorp | 0.01% | Reduce -0.7% | 5,966 | $1.5M |
| Wedmont Private Capital | 0.06% | Add +0.0% | 5,862 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -0.1% | 5,806 | $1.4M |
| WBH Advisory Inc. | 0.12% | Add +5.6% | 5,712 | $1.4M |
| Independent Financial Group, LLC | 0.04% | Add +107.3% | 5,708 | $1.4M |
| Atwater Malick LLC | 0.45% | Add +66.8% | 5,703 | $1.4M |
| Fingerlakes Wealth Management, Inc. | 1.03% | Add +28.9% | 5,599 | $1.4M |
| Decker Retirement Planning Inc. | 0.79% | Reduce -0.9% | 5,549 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +20.7% | 5,502 | $1.4M |
| Legacy Edge Advisors, LLC | 0.18% | Reduce -14.1% | 5,455 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +12.9% | 5,454 | $1.3M |
| AQR Capital Management | 0.00% | Add +38.1% | 5,406 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +31.8% | 5,373 | $1.3M |
| Arkadios Wealth Advisors | 0.04% | Reduce -8.5% | 5,333 | $1.3M |
| Sowell Financial Services LLC | 0.05% | Add +128.1% | 5,327 | $1.3M |
| BCGM Wealth Management, LLC | 0.37% | Reduce -5.6% | 5,320 | $1.3M |
| Fortitude Family Office, LLC | 0.43% | No change | 5,220 | $1.3M |
| NewEdge Wealth, LLC | 0.02% | Add +27.0% | 4,937 | $1.3M |
| MBL Wealth, LLC | 0.12% | No change | 5,110 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Add +4.8% | 5,094 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.23% | No change | 5,024 | $1.2M |
| TruWealth Advisors, LLC | 0.07% | Add +19.4% | 5,006 | $1.2M |
| Able Wealth Management LLC | 0.62% | Reduce -47.2% | 4,964 | $1.2M |
| FLP Wealth Management, LLC | 3.36% | Add +43.7% | 4,850 | $1.2M |
| Allworth Financial LP | 0.01% | Add +4.0% | 4,701 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +0.0% | 4,674 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -0.0% | 4,613 | $1.1M |
| Brueske Advisory Services, LLC | 0.77% | New | 4,583 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +113.7% | 4,570 | $1.1M |
| Pallas Capital Advisors LLC | 0.04% | No change | 4,271 | $1.1M |
| SMART Wealth LLC | 0.33% | Add +8.3% | 4,265 | $1.1M |
| Stewardship Advisors, LLC | 0.26% | No change | 4,093 | $1.0M |
| Prospect Financial Services LLC | 0.63% | Add +11.7% | 4,071 | $1.0M |
| Round Rock Advisors LLC | 0.17% | Add +1.1% | 4,032 | $994K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +15.1% | 3,974 | $980K |
| Confluence Wealth Services, Inc. | 0.05% | Add +215.3% | 3,799 | $936K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -38.8% | 3,764 | $928K |
| Gibbs Wealth Management | 0.18% | New | 3,753 | $925K |
| Accurate Wealth Management, LLC | 0.14% | Add +102.7% | 3,715 | $925K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -17.2% | 3,744 | $923K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -23.2% | 3,715 | $916K |
| Truvestments Capital LLC | 0.18% | Add +0.0% | 3,669 | $905K |
| CMC Financial Group | 2.05% | No change | 3,648 | $899K |
| Advisory Alpha, LLC | 0.03% | Reduce -5.5% | 3,644 | $899K |
| Godshalk Welsh Capital Management, Inc. | 0.55% | Add +0.7% | 3,610 | $890K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | No change | 3,610 | $890K |
| D. E. Shaw & Co. | 0.00% | Reduce -21.2% | 3,574 | $881K |
| Cahaba Wealth Management, Inc. | 0.07% | No change | 3,451 | $851K |
| Compass Financial Services Inc | 0.41% | Add +37.3% | 3,432 | $846K |
| Larson Financial Group LLC | 0.03% | Add +5.4% | 3,413 | $841K |
| Forte Capital LLC | 0.09% | Reduce -1.9% | 3,394 | $837K |
| Safeguard Investment Advisory Group, LLC | 0.21% | Add +2.9% | 3,375 | $832K |
| Redwood Financial Network Corp | 0.56% | Reduce -0.9% | 3,355 | $827K |
| Fisher Asset Management | 0.00% | New | 3,329 | $821K |
| GenWealth Group, Inc. | 0.17% | No change | 3,327 | $820K |
| Northern Trust Corp. | 0.00% | Reduce -13.9% | 3,296 | $812K |
| Elm3 Financial Group, LLC | 0.67% | Reduce -6.9% | 3,285 | $810K |
| Gradient Investments LLC | 0.01% | New | 3,249 | $801K |
| Keybank National Association | 0.00% | No change | 3,243 | $799K |
| GTS Securities LLC | 0.04% | New | 3,203 | $790K |
| Secure Asset Management, LLC | 0.15% | Reduce -5.8% | 3,201 | $789K |
| Savant Capital, LLC | 0.01% | No change | 3,191 | $787K |
| Catalyst Financial Partners LLC | 0.09% | Reduce -26.1% | 3,159 | $779K |
| Founders Financial Alliance, LLC | 0.17% | Add +0.0% | 3,047 | $751K |
| MAI Capital Management | 0.01% | Add +0.8% | 3,037 | $749K |
| Farther Finance Advisors, LLC | 0.01% | Add +246.2% | 3,012 | $742K |
| Ballast Advisors LLC | 0.22% | No change | 2,969 | $732K |
| FSA Advisors, Inc. | 0.59% | Add +48.0% | 2,967 | $731K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -20.1% | 2,962 | $730K |
| KMG Fiduciary Partners, LLC | 0.05% | Add +23.3% | 2,907 | $717K |
| REAP Financial Group, LLC | 0.17% | Reduce -0.4% | 2,871 | $708K |
| Landing Point Financial Group, LLC | 0.44% | Add +1.2% | 2,859 | $705K |
| Montag A & Associates Inc. | 0.03% | No change | 2,855 | $704K |
| Belmont Capital, LLC | 0.11% | No change | 2,847 | $702K |
| Onyx Bridge Wealth Group LLC | 0.09% | New | 2,839 | $700K |
| Essex Financial Services, Inc. | 0.05% | Reduce -8.8% | 2,838 | $700K |
| Pineridge Advisors LLC | 0.25% | Add +1.5% | 2,812 | $693K |
| Norris Perne & French LLP | 0.05% | No change | 2,800 | $690K |
| Level Four Advisory Services, LLC | 0.03% | Add +0.1% | 2,780 | $686K |
| Sigma Planning Corp | 0.02% | Add +0.2% | 2,747 | $677K |
| N.E.W. Advisory Services LLC | 0.07% | Add +0.1% | 2,718 | $670K |
| Tradewinds, LLC. | 0.51% | New | 2,710 | $668K |
| Merkkuri Wealth Advisors LLC | 0.51% | Add +0.1% | 2,710 | $668K |
| TCP Asset Management, LLC | 0.13% | No change | 2,707 | $667K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.1% | 2,698 | $665K |
| SIMA Wealth Partners, LLC | 0.53% | No change | 2,684 | $662K |
| Key Client Fiduciary Advisors, LLC | 0.27% | Add +4.3% | 2,646 | $652K |
| Bank of New York Mellon Corp | 0.00% | No change | 2,636 | $650K |
| Prosperity Wealth Management, Inc. | 0.24% | Add +3.7% | 2,633 | $649K |
| Prospera Financial Services Inc | 0.01% | Add +73.8% | 2,615 | $645K |
| PTM Wealth Management, LLC | 0.42% | Add +0.7% | 2,529 | $628K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Reduce -95.2% | 2,535 | $625K |
| Regions Financial Corp. | 0.00% | No change | 2,512 | $619K |
| BlackRock, Inc. | 0.00% | Add +4.5% | 2,475 | $610K |
| ArchPoint Investors | 0.18% | No change | 2,450 | $604K |
| Diversified Trust Co. | 0.01% | No change | 2,436 | $600K |
| American Trust | 0.06% | New | 2,418 | $596K |
| AMG National Trust Bank | 0.02% | No change | 2,415 | $595K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +10.1% | 2,413 | $595K |
| Yoder Wealth Management, Inc. | 0.31% | No change | 2,411 | $594K |
| Pacific Financial Group Inc. | 0.46% | Reduce -0.9% | 2,393 | $590K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -66.3% | 2,383 | $587K |
| HRC Wealth Management, LLC | 0.30% | Add +0.1% | 2,268 | $559K |
| Headlands Technologies LLC | 0.07% | Add +8800.0% | 2,225 | $548K |
| Capital Analysts, LLC | 0.02% | Add +0.4% | 2,206 | $544K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.9% | 2,202 | $543K |
| Beacon Financial Advisory LLC | 0.14% | No change | 2,195 | $541K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 2,177 | $537K |
| Prasad Wealth Partners, LLC | 0.15% | Add +0.1% | 2,137 | $527K |
| FSB Premier Wealth Management, Inc. | 0.19% | Reduce -0.1% | 2,126 | $524K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 2,126 | $524K |
| MidAtlantic Capital Management, Inc. | 0.37% | No change | 2,123 | $523K |
| Cibc World Market Inc. | 0.00% | Reduce -1.3% | 2,106 | $519K |
| Maripau Wealth Management LLC | 0.25% | Reduce -4.3% | 2,027 | $500K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -3.5% | 2,023 | $499K |
| Alpha Financial Partners LLC | 0.36% | No change | 2,019 | $498K |
| Financial Advocates Investment Management | 0.04% | Reduce -32.7% | 2,016 | $497K |
| Barnes Wealth Management Group, Inc | 0.29% | Add +1.7% | 2,009 | $495K |
| Total Clarity Wealth Management, Inc. | 0.14% | Reduce -15.4% | 2,001 | $493K |
| Guerra Advisors Inc | 0.23% | Reduce -3.0% | 1,990 | $491K |
| National Wealth Management Group, LLC | 0.27% | Reduce -0.6% | 1,986 | $489K |
| Cyr Financial Inc. | 0.37% | Reduce -10.0% | 1,938 | $478K |
| Bank of Montreal | 0.00% | Reduce -6.0% | 1,920 | $473K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +35.4% | 1,919 | $473K |
| Heritage Trust Co | 0.05% | Reduce -1.6% | 1,900 | $468K |
| Tyler-Stone Wealth Management | 0.07% | Reduce -14.0% | 1,873 | $462K |
| Evolution Wealth Management Inc. | 0.56% | — | 1,852 | $457K |
| Woodmont Investment Counsel LLC | 0.03% | Add +3.0% | 1,841 | $454K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,841 | $454K |
| Integrated Advisors Network LLC | 0.02% | Reduce -2.7% | 1,840 | $454K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +4.0% | 1,823 | $449K |
| Carnegie Investment Counsel | 0.01% | New | 1,799 | $443K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -39.3% | 1,795 | $442K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.1% | 1,773 | $437K |
| Apella Capital, LLC | 0.01% | Add +46.5% | 1,762 | $435K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.2% | 1,750 | $431K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -23.0% | 1,741 | $429K |
| Principle Wealth Partners LLC | 0.03% | No change | 1,736 | $428K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,734 | $427K |
| Moors & Cabot, Inc. | 0.02% | No change | 1,686 | $416K |
| Life Planning Partners, Inc | 0.33% | No change | 1,679 | $414K |
| Rothschild Wealth LLC | 0.10% | New | 1,677 | $413K |
| Comprehensive Financial Planning, Inc. | 0.32% | Add +0.1% | 1,661 | $409K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 1,658 | $409K |
| Rodgers & Associates, LTD | 0.04% | No change | 1,638 | $404K |
| Verum Partners LLC | 0.09% | Add +0.1% | 1,638 | $404K |
| Two Sigma Securities, LLC | 0.05% | Add +66.7% | 1,617 | $399K |
| Instrumental Wealth, LLC | 0.31% | Add +3.7% | 1,574 | $393K |
| FC Advisory LLC | 0.12% | Reduce -0.1% | 1,589 | $392K |
| LexAurum Advisors, LLC | 0.06% | Reduce -3.4% | 1,553 | $383K |
| Bourgeon Capital Management LLC | 0.08% | Add +0.1% | 1,530 | $377K |
| NBT Bank, N.A. | 0.03% | No change | 1,530 | $377K |
| Harvest Investment Services, LLC | 0.08% | Add +31.6% | 1,529 | $377K |
| Libra Wealth LLC | 0.12% | New | 1,525 | $376K |
| Oliver Lagore Vanvalin Investment Group | 0.15% | — | 1,765 | $372K |
| AlphaCore Capital LLC | 0.01% | Reduce -16.4% | 1,509 | $372K |
| D.A. Davidson & Co. | 0.00% | Add +38.3% | 1,494 | $368K |
| LifePlan Investment Advisors, Inc. | 0.18% | Reduce -10.6% | 1,465 | $361K |
| Rooted Wealth Advisors, Inc. | 0.12% | Reduce -3.0% | 1,448 | $360K |
| BCU Wealth Advisors, LLC | 0.16% | Add +0.1% | 1,440 | $355K |
| GWN Securities Inc. | 0.07% | Reduce -90.1% | 1,421 | $352K |
| Goelzer Investment Management, Inc. | 0.02% | Add +15.1% | 1,420 | $350K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.1% | 1,419 | $350K |
| Sandy Cove Advisors, LLC | 0.13% | No change | 1,419 | $350K |
| DDD Partners, LLC | 0.04% | No change | 1,410 | $348K |
| Verus Capital Partners, LLC | 0.03% | No change | 1,409 | $347K |
| Fiduciary Alliance LLC | 0.03% | Add +0.1% | 1,403 | $346K |
| Charles Schwab Trust Co | 0.03% | New | 1,402 | $346K |
| Novak & Powell Financial Services, Inc. | 0.24% | No change | 1,400 | $345K |
| Kelly Financial Services LLC | 0.10% | Reduce -0.2% | 1,391 | $343K |
| IFG Advisory, LLC | 0.02% | Add +11.1% | 1,376 | $339K |
| United Advisor Group, LLC | 0.06% | Add +19.4% | 1,366 | $337K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,345 | $332K |
| James Investment Research, Inc. | 0.04% | Reduce -27.6% | 1,344 | $331K |
| Fermata Advisors, LLC | 0.09% | Reduce -18.1% | 1,343 | $331K |
| World Equity Group, Inc. | 0.09% | Reduce -86.3% | 1,336 | $329K |
| Smartleaf Asset Management LLC | 0.03% | Add +7.0% | 1,343 | $329K |
| Evoke Wealth, LLC | 0.01% | New | 1,324 | $326K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -55.1% | 1,320 | $325K |
| Aft, Forsyth & Company, Inc. | 0.17% | Reduce -2.2% | 1,314 | $324K |
| Creative Financial Designs Inc. | 0.02% | No change | 1,313 | $324K |
| HBW Advisory Services LLC | 0.04% | Reduce -22.8% | 1,297 | $320K |
| Ameriflex Group, Inc. | 0.17% | Reduce -43.7% | 1,305 | $318K |
| Summit X, LLC | 0.06% | Reduce -2.3% | 1,286 | $317K |
| Bessemer Group Inc. | 0.00% | No change | 1,282 | $316K |
| Trexquant Investment LP | 0.00% | New | 1,268 | $313K |
| Chemung Canal Trust Co. | 0.07% | No change | 1,267 | $312K |
| HB Wealth Management, LLC | 0.00% | Reduce -29.5% | 1,241 | $306K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 1,238 | $305K |
| Brooklyn Investment Group | 0.04% | Add +73.0% | 1,235 | $304K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -46.9% | 1,228 | $303K |
| Parkside Financial Bank & Trust | 0.03% | No change | 1,221 | $301K |
| Benjamin Edwards Inc. | 0.00% | New | 1,220 | $301K |
| NWF Advisory Services Inc. | 0.04% | New | 1,217 | $300K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,200 | $296K |
| Calton & Associates, Inc. | 0.05% | Add +5.7% | 1,196 | $295K |
| Goldstein Advisors, LLC | 0.04% | Reduce -15.8% | 1,193 | $294K |
| Kestra Investment Management, LLC | 0.01% | New | 1,190 | $293K |
| Blue Trust, Inc. | 0.00% | Add +115.5% | 1,181 | $291K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | Add +0.1% | 1,174 | $289K |
| Mason & Associates Inc | 0.07% | Add +0.3% | 1,157 | $285K |
| K.J. Harrison & Partners Inc | 0.05% | New | 1,138 | $281K |
| XY Planning Network, Inc. | 0.09% | New | 1,131 | $279K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 1,122 | $277K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -10.8% | 1,114 | $275K |
| Red Door Wealth Management, LLC | 0.03% | New | 1,113 | $274K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,106 | $273K |
| Stablepoint Partners, LLC | 0.05% | New | 1,100 | $271K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.7% | 1,090 | $269K |
| Fiduciary Family Office, LLC | 0.09% | No change | 1,065 | $263K |
| Intrepid Capital Management Inc. | 0.14% | Reduce -43.1% | 1,064 | $262K |
| Harbor Asset Planning, Inc. | 0.25% | — | 1,053 | $259K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.1% | 1,026 | $253K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,023 | $252K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,023 | $252K |
| Americana Partners, LLC | 0.01% | No change | 1,013 | $250K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 1,013 | $250K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -3.8% | 1,004 | $248K |
| Operose Advisors LLC | 0.07% | No change | 1,001 | $247K |
| MY Wealth Management Inc. | 0.24% | Reduce -3.6% | 999 | $246K |
| Cannon Wealth Management Services, LLC | 0.20% | No change | 995 | $245K |
| Vise Technologies, Inc. | 0.01% | — | 983 | $242K |
| NorthCoast Asset Management LLC | 0.00% | New | 972 | $240K |
| Parallel Advisors, LLC | 0.00% | Add +4.2% | 970 | $239K |
| NFSG Corp | 0.04% | Reduce -3.0% | 963 | $237K |
| Trademark Financial Management, LLC | 0.14% | Reduce -0.6% | 961 | $237K |
| Wealth Alliance, LLC | 0.03% | New | 954 | $235K |
| Peachtree Investment Partners, LLC | 0.09% | No change | 950 | $234K |
| Aprio Wealth Management, LLC | 0.03% | New | 947 | $233K |
| Pacific Sun Financial Corp | 0.12% | New | 942 | $232K |
| Manchester Financial Inc. | 0.05% | New | 934 | $230K |
| Slagle Financial, LLC | 0.09% | Reduce -9.9% | 933 | $230K |
| Financial Council, LLC | 0.11% | New | 926 | $228K |
| BlueChip Wealth Advisors LLC | 0.09% | New | 924 | $228K |
| L & S Advisors Inc | 0.03% | New | 904 | $223K |
| Wedbush Securities Inc. | 0.01% | Reduce -14.0% | 902 | $222K |
| CoreCap Advisors, LLC | 0.01% | Reduce -10.9% | 896 | $221K |
| Composition Wealth, LLC | 0.00% | New | 890 | $220K |
| Nicholas Wealth, LLC. | 0.19% | New | 887 | $219K |
| First National Trust Co | 0.01% | New | 880 | $217K |
| Townsend Asset Management Corp. /NC/ | 0.08% | New | 878 | $216K |
| Sound Income Strategies, LLC | 0.01% | Add +18.8% | 877 | $216K |
| Rather & Kittrell, Inc. | 0.04% | New | 860 | $212K |
| Bravias Capital Group, LLC | 0.15% | New | 848 | $209K |
| Persium Advisors, LLC | 0.17% | New | 837 | $206K |
| Drive Wealth Management, LLC | 0.04% | New | 826 | $204K |
| Rice Partnership, LLC | 0.03% | No change | 790 | $195K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 779 | $192K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -11.0% | 727 | $179K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +10.4% | 691 | $170K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.7% | 683 | $168K |
| Colonial Trust Co / SC | 0.02% | Reduce -56.5% | 636 | $157K |
| Key Financial Inc | 0.03% | No change | 602 | $148K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -9.4% | 567 | $140K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 567 | $140K |
| Smithfield Trust Co | 0.01% | No change | 535 | $132K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -80.9% | 521 | $128K |
| Rialto Wealth Management, LLC | 0.03% | No change | 500 | $123K |
| SouthState Bank Corp | 0.01% | Reduce -37.7% | 499 | $123K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 468 | $115K |
| Beacon Capital Management, LLC | 0.01% | No change | 450 | $111K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 433 | $107K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 419 | $103K |
| Assetmark, Inc. | 0.00% | Add +2094.7% | 417 | $103K |
| Fairway Wealth LLC | 0.03% | No change | 416 | $103K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 415 | $102K |
| Asset Dedication, LLC | 0.01% | No change | 410 | $101K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | Add +0.3% | 391 | $96K |
| HM Payson & Co. | 0.00% | No change | 363 | $90K |
| Citigroup Inc. | 0.00% | Reduce -65.2% | 360 | $89K |
| GW&K Investment Management, LLC | 0.00% | New | 344 | $85K |
| New Republic Capital, LLC | 0.03% | No change | 307 | $76K |
| Salem Investment Counselors Inc. | 0.00% | No change | 299 | $74K |
| Franklin Resources Inc. | 0.00% | Reduce -8.5% | 290 | $71K |
| Creekmur Asset Management LLC | 0.01% | No change | 247 | $61K |
| Bokf, NA | 0.00% | No change | 216 | $53K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 207 | $51K |
| Lanark Financial, Inc. | 0.00% | No change | 209 | $51K |
| Sunbelt Securities, Inc. | 0.00% | No change | 212 | $50K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 188 | $46K |
| City Holding Co. | 0.01% | No change | 185 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 172 | $42K |
| New Millennium Group LLC | 0.02% | Reduce -26.6% | 166 | $41K |
| Birchbrook, Inc. | 0.02% | No change | 158 | $39K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 148 | $36K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 143 | $35K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +2.2% | 141 | $35K |
| Robinswood Financial LLC | 0.01% | No change | 118 | $29K |
| Alerus Financial NA | 0.00% | New | 118 | $29K |
| Ancora Advisors LLC | 0.00% | No change | 118 | $29K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $25K |
| Mascoma Wealth Management LLC | 0.01% | Add +1.0% | 101 | $25K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $25K |
| CENTRAL TRUST Co | 0.00% | New | 100 | $25K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 100 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 95 | $23K |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.0% | 92 | $23K |
| Activest Wealth Management | 0.01% | No change | 91 | $22K |
| Heritage Wealth Advisors | 0.00% | No change | 83 | $20K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 80 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -26.7% | 77 | $19K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -50.0% | 76 | $19K |
| Van Eck Associates Corp. | 0.00% | No change | 69 | $17K |
| Clearstead Trust, LLC | 0.00% | New | 63 | $16K |
| Horizon Financial Services, LLC | 0.01% | No change | 60 | $15K |
| National Bank of Canada | 0.00% | No change | 40 | $10K |
| Dunhill Financial, LLC | 0.00% | Reduce -2.8% | 35 | $9K |
| Olistico Wealth, LLC | 0.00% | No change | 34 | $8K |
| LGT Financial Advisors LLC | 0.02% | Add +36.8% | 26 | $6K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 22 | $5K |
| Byrne Asset Management LLC | 0.00% | No change | 20 | $5K |
| Main Street Group, LTD | 0.00% | No change | 14 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 13 | $3K |
| Trust Co. of Toledo NA | 0.00% | New | 11 | $3K |
| Keystone Global Partners, LLC | 0.00% | Reduce -68.4% | 6 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -98.2% | 4 | $1K |
| Winch Advisory Services, LLC | 0.00% | New | 4 | $987 |
| Global Wealth Strategies & Associates | 0.00% | No change | 3 | $740 |
| China Universal Asset Management Co., Ltd. | 0.00% | Reduce -99.7% | 1 | $247 |
"% 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.