iShares Russell Top 200 GrowIWYETF
13F holders, Q3 2025 (September 30)619holders +46
76new positions
29sold out
6famous investors
$251.93avg. 13F price*
At the end of Q3 2025, 619 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 46 from Q2 2025. 76 opened new positions and 29 sold out. The largest holders were Tiaa Trust, National Association ($1.6B), Envestnet Portfolio Solutions, Inc. ($1.3B) and Ameriprise Financial Inc. ($869.8M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Russell Top 200 Grow
- CUSIP
- 464289438
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $138.1M |
| Exits | 29 | $90.1M |
All 13F filers, Q2 2025 → Q3 2025: 3,866,781 shares bought and 2,046,842 shares sold, net +1,819,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 619 holders
| Tiaa Trust, National Association | 3.94% | Reduce -2.6% | 5,943,258 | $1.6B |
| Envestnet Portfolio Solutions, Inc. | 4.84% | Reduce -4.7% | 4,793,792 | $1.3B |
| Ameriprise Financial Inc. | 0.20% | Add +32.0% | 3,180,008 | $869.8M |
| LPL Financial LLC | 0.19% | Add +8.7% | 2,388,164 | $653.5M |
| Bank of America Corp. | 0.04% | Reduce -4.4% | 2,112,677 | $578.1M |
| Mariner, LLC | 0.52% | Reduce -2.4% | 1,460,755 | $399.7M |
| Envestnet Asset Management Inc. | 0.10% | Add +231.3% | 1,327,228 | $363.2M |
| Morgan Stanley | 0.02% | Add +1.5% | 1,306,536 | $357.5M |
| Commonwealth Equity Services, LLC | 0.33% | Add +0.1% | 938,911 | $256.9M |
| First Citizens Bank & Trust Co. | 5.45% | Reduce -5.0% | 4,577,231 | $252.6M |
| Wells Fargo & Company | 0.04% | Add +5.8% | 718,537 | $196.6M |
| AE Wealth Management LLC | 1.09% | Reduce -0.3% | 625,759 | $171.2M |
| Truist Financial Corp. | 0.22% | Add +0.0% | 582,910 | $159.5M |
| Boulay Financial Advisors, LLC | 21.98% | Reduce -2.4% | 572,205 | $156.6M |
| Osaic Holdings, Inc. | 0.21% | Add +51.7% | 570,480 | $152.0M |
| Atlantic Union Bankshares Corp | 2.58% | Add +5.7% | 501,116 | $137.1M |
| Raymond James Financial Inc. | 0.04% | Add +4.7% | 495,999 | $135.7M |
| Lido Advisors, LLC | 0.54% | Add +0.1% | 472,601 | $129.3M |
| UBS Group AG | 0.02% | Reduce -9.9% | 442,840 | $121.2M |
| Victory Financial Group, LLC | 16.62% | Reduce -1.3% | 441,664 | $120.9M |
| Cetera Investment Advisers | 0.13% | Add +130.3% | 417,107 | $114.1M |
| MML Investors Services, LLC | 0.30% | Reduce -18.4% | 413,003 | $113.0M |
| Wilmington Savings Fund Society, FSB | 2.48% | Reduce -0.9% | 375,287 | $102.7M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +4.6% | 361,057 | $98.8M |
| SVB Wealth LLC | 4.74% | Reduce -0.2% | 321,996 | $88.1M |
| First Citizens Asset Management, Inc. | 28.79% | Reduce -0.5% | 296,539 | $81.1M |
| First Citizens Investor Services, Inc. | 29.16% | — | 275,704 | $75.4M |
| Intelligence Driven Advisers, LLC | 10.14% | Reduce -1.4% | 267,295 | $73.1M |
| Portfolio Strategies, Inc. | 8.28% | Reduce -1.7% | 260,376 | $71.2M |
| Bryn Mawr Trust Advisors, LLC | 3.51% | Add +10.2% | 258,491 | $70.7M |
| SOA Wealth Advisors, LLC. | 11.22% | Add +1.2% | 251,619 | $68.9M |
| Clark Capital Management Group, Inc. | 0.43% | New | 251,390 | $68.8M |
| Royal Bank of Canada | 0.01% | Add +0.4% | 241,135 | $66.0M |
| Wharton Business Group, LLC | 2.36% | Reduce -0.1% | 197,394 | $54.0M |
| DAVENPORT & Co LLC | 0.25% | Add +6.7% | 172,267 | $47.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.74% | Reduce -8.5% | 171,625 | $47.0M |
| Hantz Financial Services, Inc. | 0.69% | Add +26.0% | 167,617 | $45.9M |
| Prosperity Consulting Group, LLC | 2.26% | Add +238.1% | 167,301 | $45.8M |
| Kestra Private Wealth Services, LLC | 0.59% | Add +1.0% | 164,233 | $44.9M |
| NewEdge Advisors, LLC | 0.19% | Reduce -0.3% | 153,915 | $42.1M |
| Richard P Slaughter Associates Inc | 9.02% | Reduce -20.2% | 152,957 | $41.9M |
| Global Retirement Partners, LLC | 0.90% | Add +7.8% | 146,957 | $40.2M |
| Sterling Capital Management LLC | 0.54% | Reduce -5.4% | 135,006 | $36.9M |
| ProVise Management Group, LLC | 2.64% | Reduce -0.1% | 130,634 | $35.7M |
| Moneco Advisors, LLC | 2.91% | Add +4.1% | 127,249 | $34.8M |
| Orion Porfolio Solutions, LLC | 0.26% | Add +548.8% | 124,348 | $34.0M |
| Perennial Investment Advisors, LLC | 2.74% | Add +8.3% | 121,002 | $33.1M |
| Compton Wealth Advisory Group, LLC | 7.58% | Reduce -1.3% | 119,680 | $32.8M |
| Aspire Capital Advisors LLC | 7.89% | Add +0.6% | 116,950 | $32.0M |
| Jones Financial Companies LLLP | 0.02% | Add +17.8% | 115,835 | $31.4M |
| Waverly Advisors, LLC | 0.31% | Add +0.7% | 112,532 | $30.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -5.9% | 109,420 | $29.9M |
| Principal Securities, Inc. | 0.49% | Add +518.3% | 109,086 | $29.9M |
| HighTower Advisors, LLC | 0.03% | Reduce -24.9% | 107,101 | $29.3M |
| Valmark Advisers, Inc. | 0.37% | Add +0.5% | 104,307 | $28.5M |
| Howard Bailey Securities, LLC | 8.09% | Add +2.0% | 103,846 | $28.4M |
| LifeWealth Investments, LLC | 9.08% | Add +7.1% | 100,691 | $27.6M |
| M&T Bank Corp | 0.09% | Reduce -3.8% | 98,834 | $27.0M |
| Brookstone Capital Management | 0.32% | Add +3.3% | 97,518 | $26.7M |
| Kestra Advisory Services, LLC | 0.12% | Add +2.8% | 92,941 | $25.4M |
| Titleist Asset Management, LLC | 2.07% | Add +3.0% | 85,959 | $23.5M |
| Merit Financial Group, LLC | 0.21% | Reduce -1.4% | 84,050 | $23.0M |
| Forum Private Client Group LLC | 8.18% | Add +6.2% | 83,945 | $23.0M |
| Fischer Financial Services, Inc. | 6.14% | Reduce -0.1% | 83,282 | $22.8M |
| Thrivent Financial for Lutherans | 0.04% | Add +185.1% | 80,544 | $22.0M |
| Investors Research Corp | 4.08% | Add +3.5% | 80,543 | $22.0M |
| Hidden Cove Wealth Management, LLC | 14.38% | Add +4.4% | 79,522 | $21.8M |
| Wealthcare Advisory Partners LLC | 0.45% | Reduce -2.5% | 78,616 | $21.5M |
| Bush Investment Group, LLC | 12.01% | Reduce -19.1% | 74,062 | $20.3M |
| JSF Financial, LLC | 4.41% | Reduce -2.3% | 72,640 | $19.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 71,199 | $19.5M |
| Win Advisors, Inc. | 9.47% | Add +109.5% | 71,144 | $19.5M |
| Performance Wealth Partners, LLC | 0.50% | Add +26.5% | 65,327 | $17.9M |
| Family Capital Management, Inc. | 8.30% | Add +0.6% | 63,515 | $17.4M |
| Stonebridge Financial Planning Group, LLC | 6.42% | Add +1.3% | 62,519 | $17.1M |
| Kingdom Financial Group LLC. | 10.43% | Add +22.8% | 62,354 | $17.1M |
| Thoroughbred Financial Services, LLC | 1.03% | Add +3.5% | 60,795 | $16.6M |
| Auxano Advisors, LLC | 3.52% | Add +6.1% | 60,426 | $16.5M |
| Certified Advisory Corp | 1.55% | Add +2.4% | 59,782 | $16.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.4% | 58,593 | $16.0M |
| Horst & Graben Wealth Management LLC | 2.43% | Reduce -2.9% | 58,173 | $15.9M |
| Equitable Holdings, Inc. | 0.12% | Add +4.1% | 57,595 | $15.8M |
| VestGen Advisors, LLC | 0.52% | Add +0.6% | 56,997 | $15.6M |
| Simplicity Wealth,LLC | 0.87% | Reduce -51.5% | 54,884 | $15.0M |
| Apexium Financial, LP | 0.69% | Add +4.6% | 52,045 | $14.2M |
| Elevation Capital Advisory, LLC | 5.68% | Add +180.0% | 52,003 | $14.2M |
| Sculati Wealth Management, LLC | 4.93% | Add +23.6% | 51,053 | $14.0M |
| McAdam, LLC | 0.69% | Reduce -2.9% | 50,981 | $14.0M |
| Family Manage LLC | 1.93% | Add +17.6% | 50,797 | $13.9M |
| One Capital Management, LLC | 0.44% | Reduce -18.2% | 50,788 | $13.9M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +0.6% | 47,249 | $12.9M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -0.1% | 46,868 | $12.8M |
| Asset Allocation Strategies LLC | 2.45% | Add +0.4% | 45,187 | $12.4M |
| Argent Trust Co | 0.42% | Add +94.8% | 43,212 | $11.8M |
| Benchmark Financial Wealth Advisors, LLC | 3.55% | Add +2.1% | 43,060 | $11.8M |
| Bluesphere Advisors LLC | 5.37% | Reduce -5.2% | 42,820 | $11.7M |
| Private Advisor Group, LLC | 0.06% | Add +8.1% | 42,121 | $11.5M |
| Fifth Third Securities, Inc. | 0.77% | Add +4.3% | 41,341 | $11.3M |
| Crumly & Associates Inc. | 2.47% | Reduce -0.6% | 41,202 | $11.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -6.1% | 40,059 | $11.0M |
| Onyx Bridge Wealth Group LLC | 1.18% | Add +1298.6% | 39,706 | $10.9M |
| Bond & Devick Financial Network, Inc. | 3.23% | Add +3.4% | 39,301 | $10.8M |
| Meridian Financial Partners LLC | 4.37% | Add +3.5% | 37,871 | $10.5M |
| Atwater Malick LLC | 3.04% | Add +571.0% | 38,270 | $10.5M |
| 626 Financial, LLC | 4.56% | Add +1.4% | 37,785 | $10.3M |
| IAG Wealth Partners, LLC | 1.22% | New | 37,217 | $10.2M |
| CGC Financial Services, LLC | 2.80% | Add +16.9% | 37,150 | $10.2M |
| B.O.S.S. Retirement Advisors, LLC | 2.43% | Reduce -11.9% | 37,073 | $10.1M |
| Voya Investment Management LLC | 0.01% | Reduce -59.1% | 36,607 | $10.0M |
| World Investment Advisors | 0.20% | Add +6.1% | 35,421 | $9.7M |
| Seros Financial, LLC | 5.84% | Reduce -0.8% | 35,263 | $9.6M |
| Baird Financial Group, Inc. | 0.01% | Add +3.0% | 34,131 | $9.3M |
| Ameliora Wealth Management Ltd. | 3.10% | Add +113.6% | 34,067 | $9.3M |
| Burns Matteson Capital Management, LLC | 3.72% | Add +3.8% | 32,367 | $8.9M |
| Journey Strategic Wealth LLC | 0.25% | Reduce -1.7% | 32,038 | $8.8M |
| YANKCOM Partnership | 3.95% | Add +2.6% | 32,031 | $8.8M |
| Trivium Point Advisory, LLC | 0.88% | Add +12.6% | 31,549 | $8.6M |
| Harbor Investment Advisory, LLC | 0.70% | Reduce -3.1% | 30,861 | $8.4M |
| Processus Wealth & Capital Management, LLC | 6.04% | Reduce -1.1% | 30,804 | $8.4M |
| Equity Wealth Partners, LLC | 6.79% | — | 30,576 | $8.4M |
| Ethos Financial Group, LLC | 0.65% | New | 30,000 | $8.2M |
| Veridan Wealth LLC | 2.82% | — | 29,910 | $8.2M |
| FMR LLC | 0.00% | Add +14.3% | 29,140 | $8.0M |
| Foronjy Financial LLC | 3.48% | Reduce -12.5% | 29,065 | $8.0M |
| IFP Advisors, Inc | 0.21% | Reduce -1.6% | 28,956 | $7.9M |
| Oak Harvest Investment Services | 0.89% | Add +6.9% | 27,913 | $7.6M |
| Stifel Financial Corp. | 0.01% | Reduce -1.0% | 27,068 | $7.4M |
| McIlrath & Eck, LLC | 0.76% | Add +1.2% | 26,877 | $7.4M |
| Cozad Asset Management Inc. | 0.58% | Add +0.6% | 26,623 | $7.3M |
| Geneos Wealth Management Inc. | 0.18% | Add +18.6% | 25,889 | $7.1M |
| Providence Financial Advisors, LLC | 6.68% | — | 25,587 | $7.0M |
| Captrust Financial Advisors | 0.01% | Reduce -0.6% | 25,328 | $6.9M |
| Concorde Asset Management, LLC | 2.72% | — | 23,646 | $6.5M |
| Perigon Wealth Management, LLC | 0.13% | Add +7.5% | 23,504 | $6.4M |
| Financial Partners Group, Inc | 0.80% | Reduce -0.1% | 23,423 | $6.4M |
| Fiduciary Group, LLC | 0.56% | Add +12.0% | 23,094 | $6.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.9% | 23,055 | $6.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +4.5% | 22,860 | $6.3M |
| Bouvel Investment Partners, LLC | 1.91% | Reduce -2.8% | 22,792 | $6.2M |
| Symphony Financial Services, Inc. | 3.34% | Add +10.7% | 22,651 | $6.2M |
| Betterment LLC | 0.01% | Reduce -4.5% | 22,590 | $6.2M |
| Milestone Investment Advisors LLC | 1.54% | Reduce -1.8% | 22,581 | $6.2M |
| Consolidated Portfolio Review Corp | 0.77% | Add +24.1% | 22,267 | $6.1M |
| Harbour Investments, Inc. | 0.14% | Add +3.3% | 22,082 | $6.0M |
| Empire Life Investments Inc. | 0.35% | Add +2.0% | 21,720 | $5.9M |
| Berger Financial Group, Inc | 0.36% | Reduce -0.9% | 21,719 | $5.9M |
| Waldron Private Wealth LLC | 0.24% | Reduce -0.9% | 21,501 | $5.9M |
| Axxcess Wealth Management, LLC | 0.12% | Add +0.4% | 21,424 | $5.9M |
| Capital Asset Advisory Services LLC | 0.25% | Add +0.5% | 21,389 | $5.9M |
| WJ Wealth Management, LLC | 2.54% | Reduce -31.9% | 20,323 | $5.8M |
| Citadel Advisors | 0.00% | Add +128.7% | 20,935 | $5.7M |
| Cyndeo Wealth Partners, LLC | 0.31% | No change | 20,507 | $5.6M |
| Mezzasalma Advisors, LLC | 1.42% | Add +1.6% | 20,220 | $5.5M |
| US Bancorp \de | 0.01% | Add +2.6% | 20,183 | $5.5M |
| Stephens Inc. | 0.07% | Add +41.8% | 20,006 | $5.5M |
| Patton Albertson Miller Group, LLC | 0.64% | No change | 19,467 | $5.3M |
| Future Financial Wealth Managment LLC | 3.34% | Reduce -2.5% | 19,394 | $5.3M |
| Summit Trail Advisors, LLC | 0.07% | No change | 19,342 | $5.3M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +21.1% | 19,204 | $5.3M |
| Fidelis Capital Partners, LLC | 0.41% | No change | 19,109 | $5.2M |
| Nova Wealth Management, Inc. | 3.61% | Reduce -11.0% | 18,750 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | New | 18,614 | $5.1M |
| Flagstar Securities, Inc. | 1.55% | Reduce -24.9% | 18,549 | $5.1M |
| Belpointe Asset Management LLC | 0.19% | Add +28.7% | 18,301 | $5.0M |
| CIBC Private Wealth Group LLC | 0.01% | Add +52.4% | 18,153 | $5.0M |
| Samalin Investment Counsel, LLC | 1.68% | Reduce -4.0% | 17,715 | $4.8M |
| Ieq Capital, LLC | 0.01% | Add +15.5% | 17,614 | $4.8M |
| Summit Financial, LLC | 0.07% | Reduce -0.6% | 17,503 | $4.8M |
| FWG Investments, LLC. | 3.22% | Add +3.5% | 17,157 | $4.7M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -18.8% | 17,036 | $4.7M |
| Avior Wealth Management, LLC | 0.15% | Reduce -2.5% | 16,796 | $4.6M |
| Financial Freedom, LLC | 2.28% | Reduce -24.0% | 16,728 | $4.6M |
| EWG Elevate Inc. | 1.40% | Reduce -51.5% | 16,372 | $4.5M |
| Sovran Advisors, LLC | 0.39% | Add +8.2% | 15,519 | $4.4M |
| Darwin Wealth Management, LLC | 1.35% | Add +3.6% | 15,531 | $4.3M |
| Tudor Investment Corporation | 0.03% | New | 15,348 | $4.2M |
| Mgo One Seven LLC | 0.10% | Reduce -2.5% | 15,060 | $4.1M |
| Comerica Bank | 0.02% | Add +1.1% | 14,838 | $4.1M |
| SigFig Wealth Management, LLC | 0.12% | New | 14,460 | $3.9M |
| Nwam LLC | 0.21% | Add +6.7% | 14,226 | $3.9M |
| Global Wealth Management Investment Advisory, Inc. | 0.66% | Reduce -1.4% | 14,332 | $3.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -41.6% | 14,273 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.3% | 14,215 | $3.9M |
| Blair William & Co. | 0.01% | Reduce -12.5% | 14,198 | $3.9M |
| Fortis Capital Advisors, LLC | 0.60% | Reduce -2.7% | 13,840 | $3.8M |
| Stokes Capital Advisors, LLC | 0.86% | Reduce -2.7% | 13,535 | $3.7M |
| Florida Financial Advisors, LLC | 1.14% | Reduce -56.3% | 13,438 | $3.7M |
| Visionary Wealth Advisors | 0.17% | Reduce -0.8% | 13,422 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +14.8% | 13,356 | $3.7M |
| Golden State Wealth Management, LLC | 0.40% | Add +37.4% | 13,234 | $3.6M |
| Rossby Financial, LCC | 1.19% | Reduce -6.7% | 12,975 | $3.6M |
| Kelly Financial Group LLC | 0.95% | Reduce -2.5% | 13,022 | $3.6M |
| Quest 10 Wealth Builders, Inc. | 3.07% | Add +5.3% | 12,161 | $3.3M |
| Park Avenue Securities LLC | 0.03% | Add +120.0% | 12,106 | $3.3M |
| CreativeOne Wealth, LLC | 0.08% | Add +12.6% | 12,013 | $3.3M |
| Signal Advisors Wealth, LLC | 0.30% | Add +98.5% | 11,961 | $3.3M |
| Creative Planning | 0.00% | Add +2.9% | 11,865 | $3.2M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -5.5% | 11,862 | $3.2M |
| Farther Finance Advisors, LLC | 0.05% | Add +288.5% | 11,701 | $3.2M |
| Curi Capital, LLC | 0.06% | New | 11,592 | $3.2M |
| OxenFree Capital LLC | 1.74% | Add +1.8% | 11,422 | $3.2M |
| Advisory Services Network, LLC | 0.05% | Add +1.1% | 11,470 | $3.1M |
| Glenmede Investment Management, LP | 0.02% | Reduce -8.0% | 11,439 | $3.1M |
| Keel Point, LLC | 0.19% | Reduce -0.3% | 11,287 | $3.1M |
| Corient Private Wealth LP | 0.00% | Reduce -7.4% | 11,123 | $3.0M |
| Caprock Group, LLC | 0.07% | — | 11,298 | $2.9M |
| Money Concepts Capital Corp. | 0.18% | Reduce -5.2% | 10,528 | $2.9M |
| Lloyd Advisory Services, LLC. | 1.33% | Reduce -2.0% | 10,290 | $2.8M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +3.9% | 10,247 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +0.9% | 10,078 | $2.8M |
| Focus Financial Network, Inc. | 0.10% | Add +20.8% | 10,070 | $2.8M |
| Cwm, LLC | 0.01% | Add +1.5% | 10,039 | $2.7M |
| Global View Capital Management LLC | 0.58% | New | 10,024 | $2.7M |
| Whelan Financial | 0.85% | Reduce -3.3% | 9,806 | $2.7M |
| &partners | 0.02% | Reduce -0.4% | 9,706 | $2.7M |
| Valued Retirements, Inc. | 2.99% | No change | 10,756 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | New | 9,597 | $2.6M |
| AdvisorNet Financial, Inc | 0.15% | Add +3.0% | 9,547 | $2.6M |
| Dana Investment Advisors, Inc. | 0.08% | Add +2.5% | 9,524 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +76.3% | 9,470 | $2.6M |
| Focus Partners Wealth | 0.00% | Add +4.8% | 9,463 | $2.6M |
| Renaissance Technologies | 0.00% | New | 9,400 | $2.6M |
| IHT Wealth Management, LLC | 0.06% | Add +26.1% | 9,352 | $2.6M |
| Dover Advisors, LLC | 1.02% | Reduce -5.6% | 9,339 | $2.6M |
| Independent Advisor Alliance | 0.07% | Add +0.6% | 9,147 | $2.5M |
| Bawa N Mallick Trust | 0.93% | Add +0.0% | 9,007 | $2.5M |
| SCS Capital Management LLC | 0.03% | No change | 8,950 | $2.4M |
| Mutual Advisors, LLC | 0.05% | Add +1.4% | 8,826 | $2.4M |
| Venture Visionary Partners LLC | 0.08% | Reduce -2.9% | 8,789 | $2.4M |
| Leavell Investment Management, Inc. | 0.10% | Add +2.0% | 8,701 | $2.4M |
| Stratos Investment Management, LLC | 0.10% | Reduce -67.2% | 8,529 | $2.3M |
| Arcadia Wealth Management, LLC | 0.92% | Reduce -10.4% | 8,437 | $2.3M |
| Post Resch Tallon Group Inc. | 2.03% | Add +1.5% | 8,341 | $2.3M |
| Heck Capital Advisors, LLC | 0.18% | Add +18.3% | 8,281 | $2.3M |
| Northeast Planning Associates, Inc. / NH / | 1.89% | Reduce -21.1% | 8,135 | $2.2M |
| Sovereign Financial Group, Inc. | 0.41% | Add +5.4% | 8,092 | $2.2M |
| Western Wealth Management, LLC | 0.12% | Add +1.8% | 7,954 | $2.2M |
| Rockport Wealth LLC | 0.44% | Reduce -11.0% | 7,952 | $2.2M |
| Synovus Financial Corp. | 0.02% | Add +2.7% | 7,949 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Add +38.5% | 7,907 | $2.2M |
| Spire Wealth Management | 0.07% | Add +3.5% | 7,870 | $2.2M |
| Inscription Capital, LLC | 0.23% | Add +10.3% | 7,859 | $2.2M |
| Hilltop Holdings Inc. | 0.11% | Add +8.0% | 7,611 | $2.1M |
| Cornerstone Planning Group LLC | 0.33% | Add +1.0% | 7,338 | $2.1M |
| Private Trust Co. NA | 0.18% | Add +21.0% | 7,549 | $2.1M |
| Johnson Investment Counsel Inc. | 0.02% | Add +11.2% | 7,549 | $2.1M |
| Midwest Trust Co | 0.03% | Reduce -1.1% | 7,516 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -9.6% | 7,417 | $2.0M |
| Savvy Advisors, Inc. | 0.09% | Reduce -1.9% | 7,413 | $2.0M |
| Liberty Square Wealth Partners LLC | 0.62% | Reduce -5.5% | 7,332 | $2.0M |
| New England Private Wealth Advisors LLC | 0.26% | Add +0.1% | 7,206 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.09% | New | 7,136 | $2.0M |
| Fingerlakes Wealth Management, Inc. | 1.26% | Add +26.4% | 7,079 | $1.9M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -7.6% | 7,060 | $1.9M |
| SageView Advisory Group, LLC | 0.07% | Reduce -0.1% | 6,984 | $1.9M |
| Ciovacco Capital Management LLC | 0.95% | New | 6,894 | $1.9M |
| Mayflower Financial Advisors, LLC | 0.24% | New | 6,877 | $1.9M |
| Tactive Advisors, LLC | 0.53% | Add +6.5% | 6,797 | $1.9M |
| Mason & Associates, LLC | 0.46% | No change | 7,429 | $1.8M |
| Wick Capital Partners, LLC | 0.44% | Reduce -47.9% | 6,683 | $1.8M |
| Coppell Advisory Solutions LLC | 0.19% | Add +8.9% | 6,635 | $1.8M |
| Vantage Financial Partners, LLC | 0.37% | Reduce -4.0% | 6,498 | $1.8M |
| Decker Retirement Planning Inc. | 0.97% | Add +15.6% | 6,414 | $1.8M |
| Centennial Wealth Advisory LLC | 0.49% | New | 6,396 | $1.7M |
| WBH Advisory Inc. | 0.13% | Add +8.1% | 6,174 | $1.7M |
| AQR Capital Management | 0.00% | Add +10.0% | 5,946 | $1.6M |
| Sugar Maple Asset Management, LLC | 1.15% | Reduce -18.5% | 5,879 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -2.8% | 5,645 | $1.5M |
| Fifth Third Bancorp | 0.00% | Reduce -5.8% | 5,620 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Add +5.0% | 5,599 | $1.5M |
| Legacy Edge Advisors, LLC | 0.18% | Add +1.4% | 5,534 | $1.5M |
| Able Wealth Management LLC | 0.57% | Add +11.4% | 5,532 | $1.5M |
| Wedmont Private Capital | 0.06% | Reduce -7.6% | 5,417 | $1.5M |
| FLP Wealth Management, LLC | 4.16% | Add +11.3% | 5,396 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -3.1% | 5,283 | $1.4M |
| BCGM Wealth Management, LLC | 0.38% | Reduce -1.0% | 5,267 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Add +3.3% | 5,264 | $1.4M |
| Patten & Patten Inc. | 0.08% | New | 5,221 | $1.4M |
| Fortitude Family Office, LLC | 0.39% | No change | 5,220 | $1.4M |
| MBL Wealth, LLC | 0.12% | No change | 5,110 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | No change | 4,937 | $1.4M |
| Werba Rubin Papier Wealth Management | 0.22% | No change | 5,024 | $1.4M |
| TruWealth Advisors, LLC | 0.07% | No change | 5,006 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +7.4% | 4,955 | $1.4M |
| SMART Wealth LLC | 0.51% | Add +14.9% | 4,902 | $1.3M |
| Allworth Financial LP | 0.01% | Add +2.2% | 4,803 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +0.1% | 4,679 | $1.3M |
| Landing Point Financial Group, LLC | 0.66% | Add +62.9% | 4,657 | $1.3M |
| Brueske Advisory Services, LLC | 0.68% | Add +0.1% | 4,589 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +274.8% | 4,572 | $1.3M |
| Accurate Wealth Management, LLC | 0.16% | Add +22.9% | 4,564 | $1.2M |
| Arete Wealth Advisors, LLC | 0.08% | New | 4,513 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +17.7% | 4,429 | $1.2M |
| Cosner Financial Group, LLC | 0.63% | Reduce -17.6% | 50,746 | $1.2M |
| Pallas Capital Advisors LLC | 0.04% | No change | 4,271 | $1.2M |
| Gradient Investments LLC | 0.02% | Add +30.9% | 4,252 | $1.2M |
| Stewardship Advisors, LLC | 0.27% | Add +3.3% | 4,228 | $1.2M |
| KERR FINANCIAL PLANNING Corp | 1.62% | — | 4,162 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.25% | New | 4,143 | $1.1M |
| Round Rock Advisors LLC | 0.18% | Add +0.4% | 4,047 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +22.0% | 4,020 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.04% | No change | 3,974 | $1.1M |
| Kelly Financial Services LLC | 0.28% | Add +182.3% | 3,927 | $1.1M |
| Prospect Financial Services LLC | 0.60% | Reduce -5.9% | 3,831 | $1.0M |
| Confluence Wealth Services, Inc. | 0.05% | Reduce -0.1% | 3,795 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +36.9% | 3,760 | $1.0M |
| Redwood Financial Network Corp | 0.64% | Add +10.3% | 3,699 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -19.8% | 3,664 | $1.0M |
| Truvestments Capital LLC | 0.18% | Reduce -0.3% | 3,657 | $1.0M |
| Advisory Alpha, LLC | 0.03% | Reduce -1.3% | 3,596 | $991K |
| Godshalk Welsh Capital Management, Inc. | 0.57% | No change | 3,610 | $988K |
| Kohmann Bosshard Financial Services, LLC | 0.10% | No change | 3,610 | $988K |
| Advyzon Investment Management, LLC | 0.17% | New | 3,564 | $975K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -4.5% | 3,547 | $971K |
| Cahaba Wealth Management, Inc. | 0.07% | No change | 3,451 | $944K |
| Tennessee Valley Asset Management Partners | 0.13% | New | 3,441 | $942K |
| Compass Financial Services Inc | 0.42% | Add +0.0% | 3,433 | $939K |
| Citigroup Inc. | 0.00% | Add +852.8% | 3,430 | $939K |
| Merkkuri Wealth Advisors LLC | 0.67% | Add +24.7% | 3,379 | $925K |
| Optivise Advisory Services LLC | 0.54% | Reduce -60.2% | 3,335 | $913K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -10.9% | 3,335 | $913K |
| Larson Financial Group LLC | 0.03% | Reduce -4.3% | 3,268 | $894K |
| GenWealth Group, Inc. | 0.17% | Reduce -2.2% | 3,253 | $890K |
| Secure Asset Management, LLC | 0.15% | Reduce -0.2% | 3,196 | $880K |
| Savant Capital, LLC | 0.01% | No change | 3,191 | $873K |
| Prospera Financial Services Inc | 0.01% | Add +18.7% | 3,103 | $850K |
| Level Four Advisory Services, LLC | 0.03% | Add +10.5% | 3,073 | $841K |
| Founders Financial Alliance, LLC | 0.16% | Reduce -0.2% | 3,042 | $832K |
| FSA Advisors, Inc. | 0.65% | Add +1.9% | 3,022 | $827K |
| Bank of New York Mellon Corp | 0.00% | Add +14.6% | 3,021 | $827K |
| Essex Financial Services, Inc. | 0.05% | Add +6.3% | 3,018 | $826K |
| MAI Capital Management | 0.01% | Reduce -0.8% | 3,013 | $825K |
| Elm3 Financial Group, LLC | 0.67% | Reduce -9.3% | 2,980 | $815K |
| Pineridge Advisors LLC | 0.23% | Add +5.9% | 2,977 | $815K |
| Ballast Advisors LLC | 0.22% | No change | 2,969 | $812K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +22.4% | 2,954 | $808K |
| Catalyst Financial Partners LLC | 0.10% | Reduce -7.3% | 2,928 | $801K |
| Keybank National Association | 0.00% | Reduce -12.1% | 2,851 | $780K |
| Gateway Investment Advisers LLC | 0.01% | New | 2,847 | $779K |
| LifePlan Investment Advisors, Inc. | 0.32% | Add +93.0% | 2,828 | $774K |
| REAP Financial Group, LLC | 0.17% | Reduce -2.2% | 2,809 | $769K |
| Norris Perne & French LLP | 0.05% | No change | 2,800 | $766K |
| Fisher Asset Management | 0.00% | Reduce -16.5% | 2,779 | $761K |
| Key Client Fiduciary Advisors, LLC | 0.26% | Add +5.0% | 2,777 | $760K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.4% | 2,736 | $749K |
| N.E.W. Advisory Services LLC | 0.07% | Add +0.1% | 2,720 | $744K |
| TCP Asset Management, LLC | 0.13% | No change | 2,707 | $741K |
| SIMA Wealth Partners, LLC | 0.56% | No change | 2,684 | $734K |
| Safeguard Investment Advisory Group, LLC | 0.18% | Reduce -20.5% | 2,684 | $734K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -11.5% | 2,622 | $717K |
| Montag A & Associates Inc. | 0.03% | Reduce -8.6% | 2,610 | $714K |
| PTM Wealth Management, LLC | 0.42% | Add +0.4% | 2,538 | $701K |
| Prosperity Wealth Management, Inc. | 0.23% | Reduce -4.0% | 2,527 | $692K |
| Prasad Wealth Partners, LLC | 0.19% | Add +18.0% | 2,521 | $690K |
| Regions Financial Corp. | 0.00% | No change | 2,512 | $687K |
| Ameriflex Group, Inc. | 0.26% | Add +91.9% | 2,504 | $685K |
| Synergy Asset Management, LLC | 0.02% | New | 2,466 | $675K |
| American Trust | 0.06% | Add +1.4% | 2,453 | $671K |
| ArchPoint Investors | 0.18% | No change | 2,450 | $670K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -84.2% | 2,442 | $668K |
| Diversified Trust Co. | 0.01% | No change | 2,436 | $667K |
| Yoder Wealth Management, Inc. | 0.31% | No change | 2,411 | $660K |
| AMG National Trust Bank | 0.02% | Reduce -0.4% | 2,405 | $658K |
| Quantinno Capital Management LP | 0.00% | New | 2,372 | $649K |
| BlackRock, Inc. | 0.00% | Reduce -4.3% | 2,369 | $648K |
| Pacific Financial Group Inc. | 0.48% | Reduce -2.0% | 2,345 | $642K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Reduce -9.3% | 2,299 | $629K |
| HRC Wealth Management, LLC | 0.31% | Add +1.4% | 2,299 | $629K |
| KMG Fiduciary Partners, LLC | 0.04% | Reduce -21.5% | 2,281 | $624K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +4.1% | 2,266 | $620K |
| HRT Financial LP | 0.00% | New | 2,206 | $603K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -7.6% | 2,201 | $602K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.1% | 2,204 | $601K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -0.9% | 2,175 | $595K |
| Capital Analysts, LLC | 0.02% | Reduce -2.6% | 2,148 | $588K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 2,147 | $588K |
| Sowell Financial Services LLC | 0.02% | Reduce -59.8% | 2,140 | $586K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 2,126 | $582K |
| FSB Premier Wealth Management, Inc. | 0.19% | Reduce -0.1% | 2,123 | $581K |
| MidAtlantic Capital Management, Inc. | 0.40% | No change | 2,123 | $581K |
| Bank of Montreal | 0.00% | Add +8.0% | 2,073 | $567K |
| Capital Advisors Wealth Management, LLC | 0.08% | Add +5.9% | 2,033 | $556K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 2,023 | $554K |
| Barnes Wealth Management Group, Inc | 0.30% | No change | 2,009 | $550K |
| Cyr Financial Inc. | 0.38% | Add +3.6% | 2,007 | $549K |
| Cibc World Market Inc. | 0.00% | Reduce -6.3% | 1,973 | $540K |
| Maripau Wealth Management LLC | 0.27% | Reduce -3.0% | 1,967 | $538K |
| National Wealth Management Group, LLC | 0.20% | Reduce -1.5% | 1,957 | $536K |
| GTS Securities LLC | 0.02% | Reduce -38.9% | 1,957 | $536K |
| Alpha Financial Partners LLC | 0.35% | Reduce -3.2% | 1,955 | $535K |
| Total Clarity Wealth Management, Inc. | 0.14% | Reduce -4.6% | 1,909 | $522K |
| Heritage Trust Co | 0.06% | No change | 1,900 | $520K |
| Guerra Advisors Inc | 0.19% | Reduce -4.9% | 1,893 | $518K |
| Evolution Wealth Management Inc. | 0.52% | No change | 1,852 | $507K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 1,841 | $504K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,841 | $504K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.2% | 1,836 | $502K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.1% | 1,825 | $499K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,795 | $491K |
| GWN Securities Inc. | 0.11% | Add +25.8% | 1,788 | $491K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.1% | 1,775 | $486K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +1.7% | 1,771 | $485K |
| Apella Capital, LLC | 0.01% | No change | 1,762 | $478K |
| Principle Wealth Partners LLC | 0.03% | No change | 1,736 | $475K |
| Wealthspire Advisors, LLC | 0.00% | No change | 1,734 | $475K |
| Atria Investments, Inc | 0.01% | New | 1,718 | $470K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +116.8% | 1,689 | $462K |
| HBW Advisory Services LLC | 0.05% | Add +29.9% | 1,685 | $461K |
| Life Planning Partners, Inc | 0.34% | No change | 1,679 | $459K |
| Rothschild Wealth LLC | 0.10% | Reduce -0.2% | 1,674 | $458K |
| Comprehensive Financial Planning, Inc. | 0.31% | Add +0.1% | 1,663 | $455K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 1,660 | $454K |
| Instrumental Wealth, LLC | 0.32% | Add +1.3% | 1,594 | $452K |
| Composition Wealth, LLC | 0.01% | Add +84.6% | 1,643 | $450K |
| Destination Wealth Management | 0.01% | New | 1,589 | $435K |
| LexAurum Advisors, LLC | 0.06% | Add +0.1% | 1,554 | $425K |
| Bourgeon Capital Management LLC | 0.08% | No change | 1,530 | $419K |
| NBT Bank, N.A. | 0.03% | No change | 1,530 | $419K |
| Krilogy Financial LLC | 0.02% | New | 1,488 | $418K |
| Harvest Investment Services, LLC | 0.08% | Reduce -0.1% | 1,528 | $418K |
| Libra Wealth LLC | 0.13% | No change | 1,525 | $417K |
| Rodgers & Associates, LTD | 0.04% | Reduce -7.6% | 1,513 | $414K |
| AlphaCore Capital LLC | 0.01% | No change | 1,509 | $413K |
| Two Sigma Investments, LP | 0.00% | Reduce -99.5% | 1,500 | $410K |
| Verum Partners LLC | 0.09% | Reduce -8.7% | 1,495 | $409K |
| D.A. Davidson & Co. | 0.00% | No change | 1,494 | $409K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 1,472 | $403K |
| PFG Advisors | 0.02% | New | 1,443 | $395K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | New | 1,439 | $394K |
| BCU Wealth Advisors, LLC | 0.16% | Reduce -0.1% | 1,439 | $394K |
| United Advisor Group, LLC | 0.05% | Add +5.0% | 1,435 | $393K |
| Rooted Wealth Advisors, Inc. | 0.12% | Reduce -1.3% | 1,429 | $392K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.1% | 1,420 | $389K |
| Sandy Cove Advisors, LLC | 0.12% | No change | 1,419 | $388K |
| Members Wealth LLC | 0.24% | — | 1,402 | $386K |
| DDD Partners, LLC | 0.02% | No change | 1,410 | $386K |
| Verus Capital Partners, LLC | 0.03% | No change | 1,409 | $386K |
| Fiduciary Alliance LLC | 0.03% | No change | 1,403 | $384K |
| Novak & Powell Financial Services, Inc. | 0.20% | No change | 1,400 | $383K |
| Financial Advocates Investment Management | 0.21% | Reduce -30.9% | 1,394 | $381K |
| Headlands Technologies LLC | 0.03% | Reduce -37.6% | 1,388 | $380K |
| IFG Advisory, LLC | 0.02% | No change | 1,376 | $377K |
| Smartleaf Asset Management LLC | 0.02% | Add +3.0% | 1,383 | $376K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,345 | $368K |
| Fermata Advisors, LLC | 0.09% | Reduce -0.1% | 1,342 | $367K |
| HB Wealth Management, LLC | 0.00% | Add +8.1% | 1,341 | $367K |
| apricus wealth, LLC | 0.20% | New | 1,340 | $367K |
| Evoke Wealth, LLC | 0.01% | Add +0.1% | 1,325 | $363K |
| Aft, Forsyth & Company, Inc. | 0.17% | Reduce -0.2% | 1,311 | $359K |
| Chemung Canal Trust Co. | 0.07% | No change | 1,267 | $347K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +11.1% | 1,247 | $341K |
| Carnegie Investment Counsel | 0.01% | Reduce -31.1% | 1,240 | $339K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 1,238 | $339K |
| Wedbush Securities Inc. | 0.01% | Add +36.8% | 1,234 | $338K |
| Compound Planning, Inc. | 0.01% | New | 1,224 | $335K |
| Parkside Financial Bank & Trust | 0.03% | No change | 1,221 | $334K |
| NWF Advisory Services Inc. | 0.04% | Add +0.2% | 1,219 | $333K |
| FC Advisory LLC | 0.10% | Reduce -23.4% | 1,218 | $333K |
| TFO Wealth Partners, LLC | 0.05% | New | 1,218 | $333K |
| Neuberger Berman Group LLC | 0.00% | New | 1,200 | $328K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,200 | $328K |
| Kestra Investment Management, LLC | 0.01% | Add +0.1% | 1,191 | $326K |
| Blue Trust, Inc. | 0.00% | No change | 1,181 | $323K |
| Investor's Fiduciary Advisor Network, LLC | 0.11% | Add +0.8% | 1,183 | $323K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.0% | 1,179 | $323K |
| Oppenheimer & Co. Inc. | 0.00% | Add +5.7% | 1,169 | $320K |
| Mason & Associates Inc | 0.06% | Add +0.1% | 1,158 | $317K |
| CoreCap Advisors, LLC | 0.01% | Add +29.2% | 1,158 | $317K |
| Mattson Financial Services, LLC | 0.08% | New | 1,154 | $316K |
| Moors & Cabot, Inc. | 0.01% | Reduce -32.6% | 1,137 | $311K |
| Calton & Associates, Inc. | 0.05% | Reduce -5.0% | 1,136 | $311K |
| Creative Financial Designs Inc. | 0.02% | Reduce -15.0% | 1,116 | $305K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,114 | $305K |
| James Investment Research, Inc. | 0.03% | Reduce -17.3% | 1,112 | $304K |
| Centaurus Financial, Inc. | 0.01% | Add +61.6% | 1,104 | $302K |
| Stablepoint Partners, LLC | 0.05% | No change | 1,100 | $301K |
| Dudley Capital Management, LLC | 0.14% | New | 1,100 | $301K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.8% | 1,070 | $293K |
| Fiduciary Family Office, LLC | 0.08% | No change | 1,065 | $291K |
| Intrepid Capital Management Inc. | 0.14% | No change | 1,064 | $291K |
| Brooklyn Investment Group | 0.04% | Reduce -4.3% | 1,182 | $289K |
| Harbor Asset Planning, Inc. | 0.26% | No change | 1,053 | $288K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +41.7% | 1,030 | $282K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.1% | 1,027 | $281K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,023 | $280K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,023 | $280K |
| XY Planning Network, Inc. | 0.09% | No change | 1,131 | $279K |
| Goldstein Advisors, LLC | 0.03% | Reduce -15.1% | 1,013 | $277K |
| Americana Partners, LLC | 0.01% | No change | 1,013 | $277K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.1% | 1,005 | $275K |
| MY Wealth Management Inc. | 0.24% | No change | 999 | $273K |
| Cannon Wealth Management Services, LLC | 0.21% | No change | 995 | $272K |
| Avestar Capital, LLC | 0.02% | New | 979 | $268K |
| Vise Technologies, Inc. | 0.01% | Reduce -0.6% | 977 | $267K |
| NorthCoast Asset Management LLC | 0.00% | No change | 972 | $266K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.0% | 960 | $263K |
| Trademark Financial Management, LLC | 0.15% | Reduce -0.2% | 959 | $262K |
| Wealth Alliance, LLC | 0.03% | No change | 954 | $261K |
| Peachtree Investment Partners, LLC | 0.09% | No change | 950 | $260K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.1% | 948 | $259K |
| Csenge Advisory Group | 0.01% | New | 948 | $259K |
| Pacific Sun Financial Corp | 0.12% | No change | 942 | $258K |
| Financial Council, LLC | 0.11% | No change | 926 | $253K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.11% | New | 917 | $251K |
| NFSG Corp | 0.04% | Reduce -5.7% | 908 | $248K |
| Slagle Financial, LLC | 0.09% | Reduce -2.9% | 906 | $248K |
| L & S Advisors Inc | 0.03% | No change | 904 | $247K |
| Colonial River Investments, LLC | 0.09% | New | 895 | $245K |
| Trexquant Investment LP | 0.00% | Reduce -30.0% | 888 | $243K |
| First National Trust Co | 0.01% | No change | 880 | $241K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Add +0.1% | 879 | $240K |
| D. E. Shaw & Co. | 0.00% | Reduce -75.5% | 876 | $240K |
| Haverford Trust Co | 0.00% | New | 861 | $236K |
| Manchester Financial Inc. | 0.05% | Reduce -7.9% | 860 | $235K |
| Rather & Kittrell, Inc. | 0.04% | No change | 860 | $235K |
| Bravias Capital Group, LLC | 0.16% | No change | 848 | $232K |
| Persium Advisors, LLC | 0.17% | No change | 837 | $229K |
| Mason Investment Advisory Services, Inc. | 0.01% | New | 828 | $227K |
| Drive Wealth Management, LLC | 0.05% | No change | 826 | $226K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 823 | $225K |
| Red Door Wealth Management, LLC | 0.02% | Reduce -26.6% | 817 | $224K |
| Sterling Investment Advisors, Ltd. | 0.04% | New | 810 | $222K |
| Cordatus Wealth Management LLC | 0.05% | New | 799 | $219K |
| Rice Partnership, LLC | 0.03% | No change | 790 | $216K |
| Sunbelt Securities, Inc. | 0.01% | Add +270.8% | 786 | $215K |
| Fiduciary Trust Co | 0.00% | New | 783 | $214K |
| Eclectic Associates Inc. | 0.04% | New | 780 | $213K |
| Family Investment Center, Inc. | 0.04% | New | 774 | $212K |
| Centerpoint Advisory Group | 0.16% | New | 765 | $209K |
| Hobbs Group Advisors, LLC | 0.07% | New | 764 | $209K |
| Clearstead Advisors, LLC | 0.00% | New | 764 | $209K |
| Wisconsin Wealth Advisors, LLC | 0.20% | New | 756 | $207K |
| CWA Asset Management Group, LLC | 0.01% | New | 753 | $206K |
| Flputnam Investment Management Co. | 0.00% | New | 753 | $206K |
| Brown Advisory Inc. | 0.00% | New | 752 | $206K |
| Tilia Fiduciary Partners, Inc. | 0.12% | New | 749 | $205K |
| Willner & Heller, LLC | 0.16% | New | 747 | $204K |
| Eastern Bank | 0.00% | New | 716 | $196K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -0.4% | 688 | $188K |
| Mather Group, Llc. | 0.00% | New | 660 | $181K |
| Bessemer Group Inc. | 0.00% | Reduce -50.0% | 641 | $175K |
| Colonial Trust Co / SC | 0.02% | No change | 636 | $174K |
| Financial Consulate, Inc. | 0.02% | New | 606 | $166K |
| Center for Financial Planning, Inc. | 0.02% | No change | 567 | $155K |
| Smithfield Trust Co | 0.01% | No change | 535 | $147K |
| Alerus Financial NA | 0.01% | Add +333.9% | 512 | $140K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -10.4% | 508 | $139K |
| Rialto Wealth Management, LLC | 0.04% | No change | 500 | $137K |
| SouthState Bank Corp | 0.01% | No change | 499 | $137K |
| Sound Income Strategies, LLC | 0.01% | Reduce -48.6% | 451 | $125K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -65.9% | 450 | $123K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 433 | $118K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -8.3% | 429 | $117K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 419 | $115K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 415 | $114K |
| Asset Dedication, LLC | 0.01% | No change | 410 | $112K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | Add +0.3% | 392 | $107K |
| Assetmark, Inc. | 0.00% | Reduce -10.1% | 375 | $103K |
| HM Payson & Co. | 0.00% | No change | 363 | $99K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -31.1% | 359 | $98K |
| Franklin Resources Inc. | 0.00% | Add +20.0% | 348 | $95K |
| GW&K Investment Management, LLC | 0.00% | No change | 344 | $94K |
| Fairway Wealth LLC | 0.03% | Reduce -19.0% | 337 | $92K |
| New Republic Capital, LLC | 0.03% | No change | 307 | $84K |
| Salem Investment Counselors Inc. | 0.00% | No change | 299 | $82K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 266 | $73K |
| Clayton Financial Group LLC | 0.05% | New | 257 | $70K |
| Creekmur Asset Management LLC | 0.01% | No change | 247 | $68K |
| Key Financial Inc | 0.01% | Reduce -59.5% | 244 | $67K |
| Dunhill Financial, LLC | 0.02% | Add +545.7% | 226 | $62K |
| Bokf, NA | 0.00% | No change | 216 | $59K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 207 | $57K |
| Lanark Financial, Inc. | 0.00% | Reduce -7.2% | 194 | $53K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +27.0% | 188 | $51K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 188 | $51K |
| City Holding Co. | 0.01% | No change | 185 | $51K |
| Richardson Financial Services Inc. | 0.03% | New | 179 | $49K |
| New Millennium Group LLC | 0.02% | No change | 166 | $45K |
| Birchbrook, Inc. | 0.02% | No change | 158 | $43K |
| Anchor Investment Management, LLC | 0.00% | Add +49.5% | 142 | $39K |
| Main Street Group, LTD | 0.01% | Add +907.1% | 141 | $39K |
| Caitlin John, LLC | 0.03% | New | 135 | $37K |
| Root Financial Partners, LLC | 0.00% | New | 126 | $34K |
| Ancora Advisors LLC | 0.00% | No change | 118 | $32K |
| Robinswood Financial LLC | 0.01% | No change | 118 | $32K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 114 | $31K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $28K |
| Mascoma Wealth Management LLC | 0.01% | No change | 101 | $28K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 100 | $27K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $27K |
| CENTRAL TRUST Co | 0.00% | No change | 100 | $27K |
| Bfsg, LLC | 0.00% | New | 92 | $25K |
| Activest Wealth Management | 0.01% | No change | 91 | $25K |
| TruNorth Capital Management, LLC | 0.00% | New | 90 | $25K |
| Heritage Wealth Advisors | 0.00% | No change | 83 | $23K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 80 | $22K |
| Park Square Financial Group, LLC | 0.09% | New | 79 | $22K |
| TFC Financial Management, Inc. | 0.00% | New | 75 | $21K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -2.6% | 74 | $20K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 70 | $19K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -51.8% | 68 | $19K |
| Anfield Capital Management, LLC | 0.01% | New | 63 | $17K |
| Clearstead Trust, LLC | 0.00% | No change | 63 | $17K |
| Horizon Financial Services, LLC | 0.01% | No change | 60 | $16K |
| Van Eck Associates Corp. | 0.00% | Reduce -13.0% | 60 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -73.8% | 45 | $12K |
| National Bank of Canada | 0.00% | No change | 40 | $11K |
| LGT Financial Advisors LLC | 0.02% | Add +23.1% | 32 | $9K |
| First Horizon Corp. | 0.00% | — | 32 | $9K |
| Signaturefd, LLC | 0.00% | New | 23 | $6K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 22 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 22 | $6K |
| Byrne Asset Management LLC | 0.00% | No change | 20 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 13 | $4K |
| Valley National Advisers Inc. | 0.00% | New | 14 | $3K |
| FAS Wealth Partners, Inc. | 0.00% | New | 10 | $3K |
| Operose Advisors LLC | 0.00% | Reduce -99.4% | 6 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 3 | $821 |
"% 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.