iShares Russell Top 200 GrowIWYETF
13F holders, Q4 2025 (December 31)648holders +29
41new positions
37sold out
3famous investors
$255.22avg. 13F price*
At the end of Q4 2025, 648 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 29 from Q3 2025. 41 opened new positions and 37 sold out. The largest holders were Tiaa Trust, National Association ($1.6B), Envestnet Portfolio Solutions, Inc. ($1.3B) and Ameriprise Financial Inc. ($981.5M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Russell Top 200 Grow
- CUSIP
- 464289438
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $91.2M |
| Exits | 37 | $111.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,835,067 shares bought and 2,404,949 shares sold, net −569,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 648 holders
| Tiaa Trust, National Association | 3.90% | Reduce -1.1% | 5,878,296 | $1.6B |
| Envestnet Portfolio Solutions, Inc. | 4.62% | Reduce -0.8% | 4,754,627 | $1.3B |
| Ameriprise Financial Inc. | 0.22% | Add +11.5% | 3,544,292 | $981.5M |
| LPL Financial LLC | 0.18% | Add +0.1% | 2,390,619 | $662.1M |
| Bank of America Corp. | 0.04% | Add +0.2% | 2,116,490 | $586.1M |
| Mariner, LLC | 0.48% | Add +0.4% | 1,466,054 | $406.0M |
| Morgan Stanley | 0.02% | Add +1.2% | 1,322,246 | $366.2M |
| First Citizens Bank & Trust Co. | 5.43% | Reduce -0.6% | 4,550,074 | $260.1M |
| Commonwealth Equity Services, LLC | 0.33% | Reduce -6.3% | 880,113 | $243.7M |
| Wells Fargo & Company | 0.04% | Add +0.2% | 719,984 | $199.4M |
| AE Wealth Management LLC | 1.01% | Add +2.0% | 638,124 | $176.7M |
| Boulay Financial Advisors, LLC | 19.18% | Add +3.0% | 589,152 | $163.2M |
| Osaic Holdings, Inc. | 0.22% | Reduce -5.3% | 540,221 | $149.7M |
| Raymond James Financial Inc. | 0.04% | Add +4.9% | 520,232 | $144.1M |
| Truist Financial Corp. | 0.19% | Reduce -11.5% | 515,893 | $142.9M |
| Atlantic Union Bankshares Corp | 2.62% | Add +0.8% | 505,011 | $139.9M |
| Lido Advisors, LLC | 0.50% | Reduce -2.9% | 459,007 | $127.1M |
| Victory Financial Group, LLC | 15.63% | Add +1.6% | 448,535 | $124.2M |
| UBS Group AG | 0.02% | Reduce -6.2% | 415,349 | $115.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -69.6% | 403,944 | $111.9M |
| MML Investors Services, LLC | 0.26% | Reduce -7.5% | 381,814 | $105.7M |
| Wilmington Savings Fund Society, FSB | 2.44% | Reduce -0.2% | 374,599 | $103.7M |
| Cetera Investment Advisers | 0.11% | Reduce -14.2% | 358,026 | $99.2M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -3.1% | 349,767 | $96.9M |
| SVB Wealth LLC | 4.94% | Reduce -6.1% | 302,455 | $83.8M |
| First Citizens Asset Management, Inc. | 28.47% | Reduce -0.9% | 293,986 | $81.4M |
| Two Sigma Investments, LP | 0.12% | Add +17849.3% | 269,240 | $74.6M |
| Bryn Mawr Trust Advisors, LLC | 3.50% | Add +1.7% | 262,960 | $72.8M |
| Royal Bank of Canada | 0.01% | Add +6.1% | 255,827 | $70.8M |
| Portfolio Strategies, Inc. | 8.12% | Reduce -2.8% | 253,178 | $70.1M |
| SOA Wealth Advisors, LLC. | 11.45% | Reduce -0.5% | 250,269 | $69.3M |
| Intelligence Driven Advisers, LLC | 9.84% | Reduce -7.0% | 248,596 | $68.8M |
| Wharton Business Group, LLC | 2.12% | Add +1.9% | 201,169 | $55.7M |
| Prosperity Consulting Group, LLC | 2.50% | Add +19.9% | 200,596 | $55.6M |
| DAVENPORT & Co LLC | 0.28% | Add +7.3% | 184,766 | $51.2M |
| Hantz Financial Services, Inc. | 0.73% | Add +7.0% | 179,292 | $49.7M |
| NewEdge Advisors, LLC | 0.17% | Add +7.7% | 165,710 | $45.9M |
| Kestra Private Wealth Services, LLC | 0.57% | Add +0.4% | 164,867 | $45.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.67% | Reduce -6.2% | 161,053 | $44.6M |
| Richard P Slaughter Associates Inc | 9.02% | Add +1.6% | 155,383 | $43.0M |
| Kingdom Financial Group LLC. | 13.23% | Add +147.9% | 154,568 | $42.8M |
| Global Retirement Partners, LLC | 0.75% | Add +4.5% | 153,595 | $42.5M |
| Jones Financial Companies LLLP | 0.02% | Add +24.6% | 144,381 | $40.0M |
| Perennial Investment Advisors, LLC | 3.05% | Add +15.0% | 139,155 | $38.6M |
| Moneco Advisors, LLC | 3.00% | Add +7.3% | 136,475 | $37.8M |
| ProVise Management Group, LLC | 2.54% | Reduce -1.4% | 128,760 | $35.7M |
| Proficio Capital Partners LLC | 2.31% | New | 118,686 | $32.9M |
| Compton Wealth Advisory Group, LLC | 7.16% | Reduce -1.2% | 118,232 | $32.7M |
| Aspire Capital Advisors LLC | 7.62% | Add +0.1% | 117,114 | $32.4M |
| Waverly Advisors, LLC | 0.25% | Reduce -0.7% | 111,746 | $30.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +1.9% | 111,442 | $30.9M |
| Howard Bailey Securities, LLC | 11.98% | Add +5.7% | 109,752 | $30.4M |
| Sterling Capital Management LLC | 0.50% | Reduce -18.8% | 109,678 | $30.4M |
| LifeWealth Investments, LLC | 9.61% | Add +8.8% | 109,527 | $30.3M |
| Valmark Advisers, Inc. | 0.35% | Reduce -1.6% | 102,590 | $28.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +74.0% | 101,938 | $28.2M |
| Brookstone Capital Management | 0.32% | Add +3.5% | 100,907 | $27.9M |
| HighTower Advisors, LLC | 0.03% | Reduce -9.3% | 97,164 | $26.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +1.6% | 94,466 | $26.2M |
| M&T Bank Corp | 0.08% | Reduce -10.5% | 88,453 | $24.5M |
| Titleist Asset Management, LLC | 1.97% | Add +2.3% | 87,959 | $24.4M |
| Merit Financial Group, LLC | 0.19% | Add +1.0% | 84,883 | $23.5M |
| One Capital Management, LLC | 0.71% | Add +66.1% | 84,343 | $23.4M |
| Fischer Financial Services, Inc. | 6.13% | Add +0.4% | 83,624 | $23.2M |
| Forum Private Client Group LLC | 7.88% | Reduce -0.5% | 83,505 | $23.1M |
| Investors Research Corp | 4.17% | Add +2.0% | 82,197 | $22.8M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -0.9% | 79,784 | $22.2M |
| Wealthcare Advisory Partners LLC | 0.43% | Add +0.1% | 78,664 | $21.8M |
| JPMorgan Chase & Co. | 0.00% | Add +8.6% | 77,312 | $21.4M |
| Arkadios Wealth Advisors | 0.42% | Add +1262.9% | 76,311 | $21.1M |
| Hidden Cove Wealth Management, LLC | 13.61% | Reduce -4.5% | 75,940 | $21.0M |
| Bush Investment Group, LLC | 11.48% | Add +0.1% | 74,112 | $20.5M |
| Performance Wealth Partners, LLC | 0.53% | Add +8.6% | 70,950 | $19.6M |
| RTD Financial Advisors, Inc. | 2.38% | New | 70,494 | $19.5M |
| JSF Financial, LLC | 4.00% | Reduce -4.1% | 69,692 | $19.3M |
| Principal Securities, Inc. | 0.29% | Reduce -38.3% | 67,305 | $18.6M |
| Family Capital Management, Inc. | 7.99% | Add +2.3% | 64,954 | $18.0M |
| Equitable Holdings, Inc. | 0.12% | Add +10.7% | 63,752 | $17.7M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +33.0% | 62,861 | $17.4M |
| Auxano Advisors, LLC | 3.40% | Add +3.0% | 62,225 | $17.2M |
| Stonebridge Financial Planning Group, LLC | 6.22% | Reduce -0.5% | 62,200 | $17.2M |
| Thoroughbred Financial Services, LLC | 1.00% | Reduce -0.2% | 60,690 | $16.8M |
| Certified Advisory Corp | 1.53% | Add +1.1% | 60,455 | $16.7M |
| Simplicity Wealth,LLC | 0.98% | Add +8.6% | 59,580 | $16.5M |
| Argent Trust Co | 0.55% | Add +34.7% | 58,208 | $16.1M |
| Horst & Graben Wealth Management LLC | 2.40% | Reduce -1.1% | 57,523 | $15.9M |
| Sculati Wealth Management, LLC | 5.39% | Add +8.1% | 55,167 | $15.3M |
| United Capital Financial Advisors, LLC | 0.09% | New | 54,281 | $15.0M |
| Equity Wealth Partners, LLC | 9.51% | Add +73.2% | 52,948 | $14.7M |
| Voya Investment Management LLC | 0.02% | Add +42.1% | 52,019 | $14.4M |
| Cosner Financial Group, LLC | 7.24% | Add +1.0% | 51,234 | $14.2M |
| Family Manage LLC | 1.76% | Reduce -1.0% | 50,307 | $13.9M |
| McAdam, LLC | 0.63% | Reduce -3.1% | 49,398 | $13.7M |
| Atwater Malick LLC | 3.74% | Add +27.9% | 48,958 | $13.6M |
| Prime Capital Investment Advisors, LLC | 0.16% | Add +2.9% | 48,212 | $13.4M |
| Asset Allocation Strategies LLC | 2.46% | Add +6.1% | 47,942 | $13.3M |
| Benchmark Financial Wealth Advisors, LLC | 3.35% | Reduce -2.1% | 42,143 | $11.7M |
| Seros Financial, LLC | 6.77% | Add +18.3% | 41,706 | $11.5M |
| Bluesphere Advisors LLC | 5.07% | Reduce -3.3% | 41,418 | $11.5M |
| Crumly & Associates Inc. | 2.39% | Reduce -0.2% | 41,131 | $11.4M |
| Fifth Third Securities, Inc. | 0.73% | Reduce -2.5% | 40,294 | $11.2M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.4% | 40,270 | $11.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.5% | 39,453 | $10.9M |
| Bond & Devick Financial Network, Inc. | 3.06% | Reduce -0.1% | 39,266 | $10.9M |
| 626 Financial, LLC | 4.62% | Add +2.3% | 38,657 | $10.7M |
| CGC Financial Services, LLC | 2.84% | Add +3.2% | 38,347 | $10.6M |
| Meridian Financial Partners LLC | 4.10% | Add +1.6% | 38,490 | $10.4M |
| Baird Financial Group, Inc. | 0.02% | Add +9.7% | 37,457 | $10.4M |
| Ameliora Wealth Management Ltd. | 3.15% | Add +9.7% | 37,364 | $10.3M |
| IAG Wealth Partners, LLC | 1.19% | Reduce -0.2% | 37,126 | $10.3M |
| YANKCOM Partnership | 3.87% | Add +2.5% | 32,835 | $9.1M |
| Burns Matteson Capital Management, LLC | 3.57% | Reduce -0.8% | 32,100 | $8.9M |
| Processus Wealth & Capital Management, LLC | 5.80% | Add +3.1% | 31,762 | $8.8M |
| Cwm, LLC | 0.02% | Add +216.3% | 31,749 | $8.8M |
| Matters Capital LLC | 7.18% | — | 31,682 | $8.8M |
| Axxcess Wealth Management, LLC | 0.16% | Add +47.0% | 31,492 | $8.7M |
| IFP Advisors, Inc | 0.20% | Add +8.6% | 31,432 | $8.7M |
| Journey Strategic Wealth LLC | 0.23% | Reduce -2.4% | 31,269 | $8.7M |
| Trivium Point Advisory, LLC | 0.87% | Reduce -1.1% | 31,186 | $8.6M |
| Elevation Capital Advisory, LLC | 3.51% | Reduce -40.3% | 31,055 | $8.6M |
| Wellington Grp LLC | 2.81% | — | 30,452 | $8.4M |
| Cozad Asset Management Inc. | 0.65% | Add +14.0% | 30,355 | $8.4M |
| Oak Harvest Investment Services | 0.91% | Add +8.4% | 30,254 | $8.4M |
| Veridan Wealth LLC | 2.78% | Reduce -0.2% | 29,859 | $8.3M |
| FMR LLC | 0.00% | Add +1.7% | 29,645 | $8.2M |
| Redstone Wealth Management, LLC | 6.47% | — | 29,546 | $8.2M |
| Mueller Wealth, LLC | 6.76% | — | 29,478 | $8.2M |
| Harbor Investment Advisory, LLC | 0.61% | Reduce -5.3% | 29,241 | $8.1M |
| Sunrise Financial Services, LLC | 5.99% | — | 28,685 | $7.9M |
| Capital Asset Advisory Services LLC | 0.32% | Add +32.4% | 28,318 | $7.9M |
| Stratos Investment Management, LLC | 0.31% | Add +230.9% | 28,223 | $7.8M |
| Sanctuary Advisors, LLC | 0.04% | Add +19.5% | 27,319 | $7.6M |
| Key Capital Management, INC | 7.43% | — | 27,079 | $7.5M |
| Foronjy Financial LLC | 3.10% | Reduce -7.6% | 26,849 | $7.4M |
| Stifel Financial Corp. | 0.01% | Reduce -0.8% | 26,845 | $7.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +100.2% | 26,734 | $7.4M |
| Everest Financial Group LLC | 1.64% | — | 26,453 | $7.3M |
| Providence Financial Advisors, LLC | 6.81% | Reduce -3.6% | 24,668 | $6.8M |
| Fiduciary Group, LLC | 0.57% | Add +5.8% | 24,437 | $6.8M |
| Concorde Asset Management, LLC | 2.70% | Add +3.3% | 24,414 | $6.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.3% | 24,287 | $6.7M |
| Empire Life Investments Inc. | 0.37% | Add +10.1% | 23,920 | $6.6M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -1.7% | 23,107 | $6.4M |
| Financial Partners Group, Inc | 0.74% | Reduce -0.2% | 23,366 | $6.4M |
| Symphony Financial Services, Inc. | 3.25% | Add +1.1% | 22,894 | $6.3M |
| McIlrath & Eck, LLC | 0.59% | Reduce -15.0% | 22,834 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Add +22.1% | 22,732 | $6.3M |
| Bouvel Investment Partners, LLC | 1.80% | Reduce -1.1% | 22,540 | $6.2M |
| RFG Advisory, LLC | 0.12% | New | 22,283 | $6.2M |
| Waldron Private Wealth LLC | 0.24% | Add +3.1% | 22,161 | $6.1M |
| Geneos Wealth Management Inc. | 0.15% | Reduce -15.5% | 21,886 | $6.1M |
| Betterment LLC | 0.01% | Reduce -3.2% | 21,861 | $6.1M |
| AssuredPartners Investment Advisors, LLC | 0.88% | Add +414.2% | 21,303 | $5.9M |
| Stephens Inc. | 0.07% | Add +6.2% | 21,249 | $5.9M |
| Berger Financial Group, Inc | 0.34% | Reduce -2.3% | 21,219 | $5.9M |
| Milestone Investment Advisors LLC | 1.42% | Reduce -6.1% | 21,199 | $5.9M |
| Harbour Investments, Inc. | 0.12% | Reduce -4.7% | 21,055 | $5.8M |
| Silver Oak Securities, Incorporated | 0.39% | Add +751.2% | 20,786 | $5.8M |
| Future Financial Wealth Managment LLC | 3.89% | Add +11.5% | 21,633 | $5.8M |
| VestGen Advisors, LLC | 0.24% | Reduce -64.0% | 20,546 | $5.7M |
| US Bancorp \de | 0.01% | Add +0.7% | 20,329 | $5.6M |
| WJ Wealth Management, LLC | 2.46% | Reduce -0.1% | 20,302 | $5.6M |
| PCM Encore, LLC | 1.18% | — | 20,050 | $5.6M |
| Summit Trail Advisors, LLC | 0.10% | Add +3.4% | 20,002 | $5.5M |
| Mezzasalma Advisors, LLC | 1.33% | Add +46.6% | 29,641 | $5.5M |
| Onyx Bridge Wealth Group LLC | 0.58% | Reduce -50.0% | 19,834 | $5.5M |
| Patton Albertson Miller Group, LLC | 0.63% | No change | 19,467 | $5.4M |
| Kovack Advisors, Inc. | 0.25% | New | 19,180 | $5.3M |
| Granville Capital, Inc. | 2.74% | — | 18,651 | $5.2M |
| World Investment Advisors | 0.08% | Reduce -47.8% | 18,508 | $5.1M |
| Nova Wealth Management, Inc. | 3.50% | Reduce -1.6% | 18,440 | $5.1M |
| Fidelis Capital Partners, LLC | 0.37% | Reduce -4.3% | 18,289 | $5.1M |
| Passumpsic Savings Bank | 2.77% | — | 18,263 | $5.1M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.3% | 18,094 | $5.0M |
| Kingsview Wealth Management, LLC | 0.07% | Add +5.3% | 17,947 | $5.0M |
| Samalin Investment Counsel, LLC | 1.75% | Reduce -0.1% | 17,690 | $4.9M |
| Flagstar Securities, Inc. | 1.64% | Reduce -4.7% | 17,682 | $4.9M |
| FWG Investments, LLC. | 3.10% | Add +2.3% | 17,549 | $4.9M |
| Cyndeo Wealth Partners, LLC | 0.26% | Reduce -15.2% | 17,399 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -86.4% | 16,961 | $4.7M |
| Summit Financial, LLC | 0.07% | Reduce -5.3% | 16,568 | $4.6M |
| Avior Wealth Management, LLC | 0.14% | Reduce -2.3% | 16,406 | $4.5M |
| Nwam LLC | 0.25% | Add +14.1% | 16,227 | $4.5M |
| Brown Advisory Inc. | 0.01% | Add +1994.7% | 15,752 | $4.4M |
| Ieq Capital, LLC | 0.01% | Reduce -10.8% | 15,708 | $4.4M |
| Financial Freedom, LLC | 2.03% | Reduce -11.6% | 14,785 | $4.1M |
| Sovran Advisors, LLC | 0.34% | Reduce -4.6% | 14,799 | $4.1M |
| Principal Financial Group Inc. | 0.00% | Add +0.3% | 14,318 | $4.0M |
| Mgo One Seven LLC | 0.08% | Reduce -6.9% | 14,021 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.0% | 13,931 | $3.9M |
| Stokes Capital Advisors, LLC | 0.85% | Reduce -0.1% | 13,516 | $3.7M |
| OxenFree Capital LLC | 1.96% | Add +18.1% | 13,489 | $3.7M |
| Global Wealth Management Investment Advisory, Inc. | 0.59% | Reduce -7.1% | 13,309 | $3.7M |
| Fortis Capital Advisors, LLC | 0.54% | Reduce -4.4% | 13,231 | $3.7M |
| Belpointe Asset Management LLC | 0.13% | Reduce -27.7% | 13,231 | $3.7M |
| Visionary Wealth Advisors | 0.17% | Reduce -1.6% | 13,201 | $3.7M |
| Kelly Financial Group LLC | 0.92% | Add +0.8% | 13,128 | $3.6M |
| B.O.S.S. Retirement Advisors, LLC | 1.14% | Reduce -64.6% | 13,109 | $3.6M |
| Florida Financial Advisors, LLC | 0.97% | Reduce -3.8% | 12,923 | $3.6M |
| Farther Finance Advisors, LLC | 0.04% | Add +9.3% | 12,791 | $3.5M |
| Golden State Wealth Management, LLC | 0.37% | Reduce -3.6% | 12,758 | $3.5M |
| Quest 10 Wealth Builders, Inc. | 3.14% | Add +4.3% | 12,683 | $3.5M |
| Comerica Bank | 0.01% | Reduce -14.6% | 12,666 | $3.5M |
| Foundations Investment Advisors, LLC | 0.05% | Add +5.2% | 12,475 | $3.5M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -35.1% | 12,455 | $3.4M |
| Focus Partners Wealth | 0.00% | Add +31.8% | 12,468 | $3.4M |
| Benchmark Financial, LLC | 3.32% | — | 12,010 | $3.3M |
| Valued Retirements, Inc. | 3.23% | Add +11.1% | 11,945 | $3.3M |
| Blair William & Co. | 0.01% | Reduce -16.7% | 11,826 | $3.3M |
| Signal Advisors Wealth, LLC | 0.26% | Reduce -3.0% | 11,604 | $3.2M |
| Creative Planning | 0.00% | Reduce -2.3% | 11,596 | $3.2M |
| Curi Capital, LLC | 0.06% | No change | 11,592 | $3.2M |
| Advisory Services Network, LLC | 0.04% | Reduce -1.0% | 11,360 | $3.1M |
| Rhodes Investment Advisors Inc. | 2.53% | — | 11,315 | $3.1M |
| Keel Point, LLC | 0.19% | Reduce -0.3% | 11,256 | $3.1M |
| Glenmede Trust Co. NA | 0.01% | — | 10,523 | $2.9M |
| Focus Financial Network, Inc. | 0.10% | Add +4.3% | 10,502 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +2.4% | 10,496 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +2.9% | 10,369 | $2.9M |
| Vantus Wealth LLC | 2.09% | — | 10,260 | $2.8M |
| Spire Wealth Management | 0.09% | Add +28.6% | 10,125 | $2.8M |
| Advyzon Investment Management, LLC | 0.32% | Add +182.2% | 10,058 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +4.6% | 10,039 | $2.8M |
| AdvisorNet Financial, Inc | 0.15% | Add +4.3% | 9,962 | $2.8M |
| &partners | 0.01% | Add +2.1% | 9,906 | $2.7M |
| Whelan Financial | 0.84% | Reduce -0.5% | 9,759 | $2.7M |
| Dover Advisors, LLC | 1.03% | Add +2.3% | 9,556 | $2.6M |
| Independent Advisor Alliance | 0.06% | Add +3.6% | 9,476 | $2.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | Add +90.2% | 9,426 | $2.6M |
| Dana Investment Advisors, Inc. | 0.07% | Reduce -3.1% | 9,232 | $2.6M |
| Mutual Advisors, LLC | 0.05% | Add +4.3% | 9,204 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.3% | 9,159 | $2.5M |
| Bawa N Mallick Trust | 0.93% | Add +0.0% | 9,008 | $2.5M |
| Money Concepts Capital Corp. | 0.14% | Reduce -14.7% | 8,980 | $2.5M |
| SCS Capital Management LLC | 0.03% | No change | 8,950 | $2.5M |
| Inscription Capital, LLC | 0.25% | Add +13.7% | 8,936 | $2.5M |
| Private Trust Co. NA | 0.21% | Add +14.3% | 8,630 | $2.4M |
| Venture Visionary Partners LLC | 0.08% | Reduce -1.9% | 8,621 | $2.4M |
| Johnson Investment Counsel Inc. | 0.02% | Add +13.4% | 8,558 | $2.4M |
| IHT Wealth Management, LLC | 0.06% | Reduce -9.3% | 8,487 | $2.4M |
| Independent Financial Group, LLC | 0.05% | Add +7.1% | 8,468 | $2.3M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 8,442 | $2.3M |
| Post Resch Tallon Group Inc. | 1.95% | Add +0.1% | 8,353 | $2.3M |
| Western Wealth Management, LLC | 0.11% | Add +3.6% | 8,238 | $2.3M |
| Arcadia Wealth Management, LLC | 0.84% | Reduce -3.1% | 8,173 | $2.3M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -6.1% | 8,168 | $2.3M |
| Northeast Planning Associates, Inc. / NH / | 1.60% | Add +0.3% | 8,159 | $2.3M |
| Perspective Wealth Advisors LLC | 1.60% | — | 8,099 | $2.2M |
| Fingerlakes Wealth Management, Inc. | 1.41% | Add +13.1% | 8,007 | $2.2M |
| Sovereign Financial Group, Inc. | 0.38% | Reduce -4.1% | 7,761 | $2.1M |
| Midwest Trust Co | 0.03% | Add +0.9% | 7,583 | $2.1M |
| Heck Capital Advisors, LLC | 0.15% | Reduce -9.5% | 7,496 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -38.2% | 7,424 | $2.1M |
| Savvy Advisors, Inc. | 0.07% | Reduce -0.6% | 7,372 | $2.0M |
| Liberty Square Wealth Partners LLC | 0.58% | Add +0.3% | 7,352 | $2.0M |
| New England Private Wealth Advisors LLC | 0.25% | Add +0.9% | 7,272 | $2.0M |
| Leo Wealth, LLC | 0.14% | New | 7,174 | $2.0M |
| Tactive Advisors, LLC | 0.58% | Add +5.4% | 7,164 | $2.0M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -0.2% | 7,043 | $2.0M |
| Hilltop Holdings Inc. | 0.12% | Reduce -8.2% | 6,990 | $1.9M |
| Mason & Associates, LLC | 0.44% | Reduce -6.0% | 6,983 | $1.9M |
| Cornerstone Planning Group LLC | 0.30% | Reduce -4.8% | 6,982 | $1.9M |
| Decker Retirement Planning Inc. | 0.95% | Add +8.1% | 6,935 | $1.9M |
| Ciovacco Capital Management LLC | 0.96% | Add +0.3% | 6,916 | $1.9M |
| Mayflower Financial Advisors, LLC | 0.23% | Reduce -0.1% | 6,870 | $1.9M |
| Centennial Advisors, LLC | 2.45% | — | 6,805 | $1.9M |
| Coppell Advisory Solutions LLC | 0.18% | Add +1.5% | 6,734 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.07% | Add +69.5% | 6,735 | $1.9M |
| Wick Capital Partners, LLC | 0.33% | Reduce -0.1% | 6,677 | $1.8M |
| MAI Capital Management | 0.01% | Add +121.1% | 6,661 | $1.8M |
| SageView Advisory Group, LLC | 0.06% | Reduce -7.0% | 6,497 | $1.8M |
| Vantage Financial Partners, LLC | 0.36% | Reduce -2.5% | 6,336 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -75.1% | 6,312 | $1.7M |
| WBH Advisory Inc. | 0.13% | Add +0.7% | 6,218 | $1.7M |
| Caprock Group, LLC | 0.04% | Reduce -45.8% | 6,125 | $1.7M |
| FLP Wealth Management, LLC | 3.95% | Add +11.6% | 6,019 | $1.7M |
| Tailwinds Wealth, LLC | 1.78% | — | 5,963 | $1.7M |
| Gradient Investments LLC | 0.03% | Add +40.2% | 5,962 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.6% | 5,420 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -5.1% | 5,358 | $1.5M |
| Fifth Third Bancorp | 0.00% | Reduce -5.2% | 5,330 | $1.5M |
| BCGM Wealth Management, LLC | 0.37% | Add +0.1% | 5,271 | $1.5M |
| Legacy Edge Advisors, LLC | 0.16% | Reduce -5.1% | 5,250 | $1.5M |
| Patten & Patten Inc. | 0.08% | No change | 5,221 | $1.4M |
| Fortitude Family Office, LLC | 0.34% | No change | 5,220 | $1.4M |
| Lloyd Advisory Services, LLC. | 0.55% | Reduce -50.1% | 5,134 | $1.4M |
| MBL Wealth, LLC | 0.11% | No change | 5,110 | $1.4M |
| SMART Wealth LLC | 0.43% | Add +4.2% | 5,110 | $1.4M |
| Wedmont Private Capital | 0.05% | Reduce -7.0% | 5,037 | $1.4M |
| Allworth Financial LP | 0.01% | Add +5.5% | 5,065 | $1.4M |
| TruWealth Advisors, LLC | 0.07% | Add +0.4% | 5,024 | $1.4M |
| Werba Rubin Papier Wealth Management | 0.38% | No change | 5,024 | $1.4M |
| Able Wealth Management LLC | 0.44% | Reduce -9.8% | 4,991 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Add +0.1% | 4,944 | $1.4M |
| Landing Point Financial Group, LLC | 0.68% | Add +5.9% | 4,930 | $1.4M |
| Rockport Wealth LLC | 0.26% | Reduce -39.1% | 4,846 | $1.3M |
| Keating Financial Advisory Services, Inc. | 0.18% | — | 4,696 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Reduce -12.6% | 4,600 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -2.0% | 4,583 | $1.3M |
| Strategic Financial Concepts, LLC | 1.15% | Add +107.1% | 4,558 | $1.3M |
| Sugar Maple Asset Management, LLC | 0.83% | Reduce -24.6% | 4,433 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -25.6% | 4,423 | $1.2M |
| Accurate Wealth Management, LLC | 0.15% | Reduce -6.0% | 4,289 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Reduce -6.3% | 4,282 | $1.2M |
| Pallas Capital Advisors LLC | 0.04% | No change | 4,271 | $1.2M |
| Stewardship Advisors, LLC | 0.27% | Add +0.5% | 4,249 | $1.2M |
| KERR FINANCIAL PLANNING Corp | 1.57% | Add +6.4% | 4,428 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +31.5% | 3,973 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -3.8% | 7,134 | $1.1M |
| Catalyst Financial Partners LLC | 0.12% | Add +34.3% | 3,932 | $1.1M |
| Orleans Capital Management Corp. | 0.67% | New | 3,900 | $1.1M |
| Brooklyn Investment Group | 0.05% | Add +221.1% | 3,795 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -4.7% | 3,830 | $1.1M |
| Prospect Financial Services LLC | 0.60% | Reduce -1.6% | 3,768 | $1.0M |
| Round Rock Advisors LLC | 0.16% | Reduce -7.9% | 3,727 | $1.0M |
| Truvestments Capital LLC | 0.18% | Reduce -0.7% | 3,631 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Reduce -70.0% | 3,627 | $1.0M |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 3,610 | $1000K |
| Godshalk Welsh Capital Management, Inc. | 0.57% | Reduce -0.0% | 3,609 | $999K |
| Secure Asset Management, LLC | 0.16% | Add +12.1% | 3,581 | $992K |
| Confluence Wealth Services, Inc. | 0.04% | Reduce -5.8% | 3,574 | $990K |
| Redwood Financial Network Corp | 0.63% | Reduce -4.0% | 3,552 | $984K |
| Founders Financial Securities LLC | 0.06% | New | 3,495 | $968K |
| Sigma Planning Corp | 0.03% | Reduce -7.6% | 3,474 | $962K |
| Cahaba Wealth Management, Inc. | 0.07% | No change | 3,451 | $956K |
| Compass Financial Services Inc | 0.41% | Add +0.0% | 3,434 | $951K |
| Linden Thomas Advisory Services, LLC | 0.10% | New | 3,433 | $951K |
| Savant Capital, LLC | 0.01% | Add +7.5% | 3,430 | $950K |
| Prospera Financial Services Inc | 0.02% | Add +10.3% | 3,423 | $949K |
| Networth Advisors, LLC | 0.70% | — | 3,411 | $945K |
| Merkkuri Wealth Advisors LLC | 0.64% | Add +0.1% | 3,382 | $937K |
| Cary Street Partners Financial LLC | 0.02% | Add +0.6% | 3,355 | $929K |
| Optivise Advisory Services LLC | 0.53% | Add +0.1% | 3,337 | $924K |
| Larson Financial Group LLC | 0.03% | Add +0.0% | 3,269 | $905K |
| Darwin Wealth Management, LLC | 0.28% | Reduce -79.0% | 3,265 | $904K |
| Advisory Alpha, LLC | 0.02% | Reduce -9.3% | 3,260 | $903K |
| Westco Advisory Services Inc. | 0.55% | — | 3,227 | $894K |
| Tennessee Valley Asset Management Partners | 0.11% | Reduce -7.1% | 3,198 | $886K |
| Fisher Asset Management | 0.00% | Add +13.6% | 3,157 | $874K |
| Keybank National Association | 0.00% | Add +8.1% | 3,081 | $853K |
| GenWealth Group, Inc. | 0.15% | Reduce -5.7% | 3,068 | $851K |
| Founders Financial Alliance, LLC | 0.16% | Add +0.1% | 3,046 | $844K |
| Essex Financial Services, Inc. | 0.05% | Add +0.0% | 3,019 | $836K |
| Ballast Advisors LLC | 0.23% | No change | 2,969 | $822K |
| Quantinno Capital Management LP | 0.00% | Add +25.1% | 2,967 | $822K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -4.0% | 2,950 | $817K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -17.7% | 2,919 | $808K |
| Key Client Fiduciary Advisors, LLC | 0.28% | Add +4.0% | 2,888 | $800K |
| Gateway Investment Advisers LLC | 0.01% | No change | 2,847 | $788K |
| Norris Perne & French LLP | 0.05% | No change | 2,800 | $775K |
| Elm3 Financial Group, LLC | 0.64% | Reduce -7.2% | 2,767 | $766K |
| Composition Wealth, LLC | 0.01% | Add +68.0% | 2,761 | $765K |
| First Heartland Consultants, Inc. | 0.06% | Add +4.4% | 2,738 | $758K |
| HBK Sorce Advisory LLC | 0.02% | Add +28.6% | 2,835 | $756K |
| N.E.W. Advisory Services LLC | 0.06% | Add +0.1% | 2,722 | $754K |
| TCP Asset Management, LLC | 0.13% | No change | 2,707 | $750K |
| Regions Financial Corp. | 0.00% | Add +7.4% | 2,698 | $747K |
| REAP Financial Group, LLC | 0.15% | Reduce -4.0% | 2,697 | $747K |
| Daviman Financial, LLC | 0.43% | — | 2,670 | $739K |
| Prosperity Wealth Management, Inc. | 0.24% | Add +4.3% | 2,635 | $730K |
| SIMA Wealth Partners, LLC | 0.55% | Reduce -1.9% | 2,634 | $729K |
| Montag A & Associates Inc. | 0.03% | Reduce -2.4% | 2,548 | $706K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.0% | 2,543 | $704K |
| PTM Wealth Management, LLC | 0.39% | Reduce -0.3% | 2,529 | $700K |
| ArchPoint Investors | 0.16% | No change | 2,450 | $679K |
| Diversified Trust Co. | 0.01% | No change | 2,436 | $675K |
| Yoder Wealth Management, Inc. | 0.30% | No change | 2,411 | $668K |
| AMG National Trust Bank | 0.02% | No change | 2,405 | $666K |
| Stronghold Wealth Management L.L.C. | 0.98% | — | 2,399 | $664K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,387 | $661K |
| BlackRock, Inc. | 0.00% | No change | 2,369 | $656K |
| Pacific Financial Group Inc. | 0.36% | Reduce -0.1% | 2,342 | $649K |
| American Trust | 0.05% | Reduce -4.9% | 2,332 | $646K |
| HRC Wealth Management, LLC | 0.31% | Add +0.1% | 2,301 | $637K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +56.1% | 2,298 | $636K |
| Synergy Asset Management, LLC | 0.07% | Reduce -7.5% | 2,281 | $632K |
| KMG Fiduciary Partners, LLC | 0.04% | Reduce -0.1% | 2,279 | $631K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -1.5% | 2,232 | $618K |
| Capital Analysts, LLC | 0.02% | Add +3.1% | 2,214 | $613K |
| Triad Wealth Partners, LLC | 0.06% | New | 2,196 | $608K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Reduce -4.5% | 2,196 | $608K |
| Smith Shellnut Wilson LLC | 0.23% | New | 2,183 | $605K |
| Sowell Financial Services LLC | 0.02% | Add +1.8% | 2,179 | $603K |
| Focused Alpha, LLC | 0.17% | — | 2,143 | $594K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 2,126 | $589K |
| FSB Premier Wealth Management, Inc. | 0.19% | Add +0.1% | 2,125 | $589K |
| MidAtlantic Capital Management, Inc. | 0.38% | No change | 2,123 | $588K |
| Bank of Montreal | 0.00% | Add +2.1% | 2,116 | $586K |
| Wealthspire Advisors, LLC | 0.00% | Add +19.8% | 2,077 | $575K |
| Capital Advisors Wealth Management, LLC | 0.08% | Add +1.8% | 2,069 | $573K |
| Barnes Wealth Management Group, Inc | 0.30% | Add +2.1% | 2,052 | $568K |
| Corient Private Wealth LP | 0.00% | Reduce -81.6% | 2,044 | $566K |
| Safeguard Investment Advisory Group, LLC | 0.14% | Reduce -24.0% | 2,039 | $565K |
| Beacon Financial Advisory LLC | 0.13% | Reduce -6.8% | 2,027 | $561K |
| LifePlan Investment Advisors, Inc. | 0.23% | Reduce -28.5% | 2,023 | $560K |
| Compound Planning, Inc. | 0.02% | Add +63.1% | 1,997 | $553K |
| Cyr Financial Inc. | 0.34% | Reduce -2.0% | 1,967 | $545K |
| Alpha Financial Partners LLC | 0.33% | Add +0.1% | 1,957 | $542K |
| Vise Technologies, Inc. | 0.01% | Add +95.5% | 1,910 | $529K |
| Heritage Trust Co | 0.05% | No change | 1,900 | $526K |
| Maripau Wealth Management LLC | 0.24% | Reduce -4.5% | 1,879 | $520K |
| National Wealth Management Group, LLC | 0.18% | Reduce -4.5% | 1,870 | $518K |
| Evolution Wealth Management Inc. | 0.42% | No change | 1,852 | $513K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 1,841 | $510K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,841 | $510K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.1% | 1,827 | $506K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.4% | 1,811 | $502K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,795 | $497K |
| Prasad Wealth Partners, LLC | 0.13% | Reduce -29.4% | 1,779 | $493K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.1% | 1,776 | $492K |
| IFG Advisory, LLC | 0.02% | Add +28.3% | 1,766 | $489K |
| Apella Capital, LLC | 0.01% | Add +0.2% | 1,765 | $489K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -13.3% | 1,755 | $486K |
| GTS Securities LLC | 0.02% | Reduce -11.0% | 1,742 | $482K |
| HBW Advisory Services LLC | 0.05% | Add +3.1% | 1,738 | $481K |
| Principle Wealth Partners LLC | 0.03% | No change | 1,736 | $481K |
| Harvest Investment Services, LLC | 0.09% | Add +13.6% | 1,736 | $481K |
| Strive Financial Group ,LLC | 0.25% | — | 1,715 | $475K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -53.5% | 1,702 | $471K |
| Garton & Associates Financial Advisors LLC | 0.27% | — | 1,695 | $470K |
| Win Advisors, Inc. | 0.20% | Reduce -97.7% | 1,674 | $464K |
| HighPoint Advisor Group LLC | 0.01% | New | 1,664 | $461K |
| Comprehensive Financial Planning, Inc. | 0.30% | Add +0.1% | 1,664 | $461K |
| CoreCap Advisors, LLC | 0.02% | Add +43.4% | 1,660 | $460K |
| Total Clarity Wealth Management, Inc. | 0.11% | Reduce -14.3% | 1,636 | $453K |
| Rothschild Wealth LLC | 0.04% | Reduce -2.8% | 1,627 | $451K |
| EP Wealth Advisors, LLC | 0.00% | — | 1,616 | $448K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +29.2% | 1,611 | $446K |
| Instrumental Wealth, LLC | 0.27% | Add +5.3% | 1,679 | $444K |
| Blom & Howell Financial Planning, Inc. | 0.44% | — | 1,599 | $443K |
| GWN Securities Inc. | 0.09% | Reduce -11.1% | 1,589 | $440K |
| Russell Investments Group, Ltd. | 0.00% | Add +34.5% | 1,586 | $439K |
| Bourgeon Capital Management LLC | 0.07% | No change | 1,530 | $424K |
| NBT Bank, N.A. | 0.03% | No change | 1,530 | $424K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -14.6% | 1,512 | $419K |
| AlphaCore Capital LLC | 0.01% | No change | 1,509 | $418K |
| Strategic Blueprint, LLC | 0.02% | New | 1,503 | $416K |
| Verum Partners LLC | 0.08% | Add +0.1% | 1,497 | $415K |
| Smartleaf Asset Management LLC | 0.02% | Add +5.9% | 1,465 | $409K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | Add +24.8% | 1,476 | $408K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -12.8% | 1,448 | $401K |
| PFG Advisors | 0.02% | Add +0.1% | 1,444 | $400K |
| Rodgers & Associates, LTD | 0.04% | Reduce -4.6% | 1,443 | $400K |
| Krilogy Financial LLC | 0.01% | Reduce -2.4% | 1,452 | $399K |
| BCU Wealth Advisors, LLC | 0.15% | Add +0.1% | 1,440 | $399K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | No change | 1,439 | $399K |
| Verus Capital Partners, LLC | 0.03% | Add +1.3% | 1,427 | $395K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.1% | 1,422 | $394K |
| Sandy Cove Advisors, LLC | 0.12% | No change | 1,419 | $393K |
| DDD Partners, LLC | 0.02% | No change | 1,410 | $390K |
| Fiduciary Alliance LLC | 0.03% | No change | 1,403 | $389K |
| Crestwood Advisors Group, LLC | 0.01% | New | 1,396 | $387K |
| Arax Advisory Partners | 0.01% | New | 1,387 | $384K |
| Novak & Powell Financial Services, Inc. | 0.20% | Reduce -1.4% | 1,380 | $382K |
| NWF Advisory Services Inc. | 0.04% | Add +13.0% | 1,377 | $381K |
| Neuberger Berman Group LLC | 0.00% | Add +13.1% | 1,357 | $376K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,345 | $372K |
| HB Wealth Management, LLC | 0.00% | No change | 1,341 | $371K |
| Fermata Advisors, LLC | 0.09% | Reduce -0.3% | 1,338 | $371K |
| Mattson Financial Services, LLC | 0.09% | Add +15.7% | 1,335 | $370K |
| Parvin Asset Management, LLC | 0.30% | New | 1,330 | $368K |
| Members Wealth LLC | 0.23% | Reduce -4.8% | 1,334 | $367K |
| Rooted Wealth Advisors, Inc. | 0.10% | Reduce -3.4% | 1,381 | $366K |
| Evoke Wealth, LLC | 0.01% | Reduce -0.3% | 1,321 | $366K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,318 | $365K |
| United Advisor Group, LLC | 0.05% | Reduce -8.2% | 1,317 | $365K |
| Aft, Forsyth & Company, Inc. | 0.16% | No change | 1,311 | $363K |
| Kelly Financial Services LLC | 0.09% | Reduce -66.9% | 1,300 | $360K |
| Parallel Advisors, LLC | 0.01% | Add +35.1% | 1,297 | $359K |
| Independent Wealth Advisors LLC | 0.37% | — | 1,267 | $351K |
| Chemung Canal Trust Co. | 0.07% | No change | 1,267 | $351K |
| Pinnacle Associates Ltd. | 0.00% | Add +23.3% | 1,261 | $349K |
| Ameriflex Group, Inc. | 0.18% | Reduce -49.8% | 1,257 | $348K |
| Maridea Wealth Management LLC | 0.05% | New | 1,256 | $348K |
| Carnegie Investment Counsel | 0.01% | No change | 1,240 | $343K |
| Kestra Investment Management, LLC | 0.01% | Add +4.0% | 1,239 | $343K |
| Wedbush Securities Inc. | 0.01% | No change | 1,234 | $342K |
| Parkside Financial Bank & Trust | 0.03% | No change | 1,221 | $338K |
| TFO Wealth Partners, LLC | 0.05% | No change | 1,218 | $337K |
| FC Advisory LLC | 0.10% | Reduce -0.3% | 1,215 | $336K |
| D.A. Davidson & Co. | 0.00% | Reduce -19.3% | 1,205 | $334K |
| HRT Financial LP | 0.00% | Reduce -45.4% | 1,205 | $333K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,200 | $332K |
| Blue Trust, Inc. | 0.00% | No change | 1,181 | $327K |
| Wbi Investments, LLC | 0.09% | New | 1,179 | $327K |
| Mason & Associates Inc | 0.06% | No change | 1,158 | $321K |
| XY Planning Network, Inc. | 0.06% | Add +1.3% | 1,146 | $317K |
| Life Planning Partners, Inc | 0.24% | Reduce -32.0% | 1,142 | $316K |
| Moors & Cabot, Inc. | 0.01% | No change | 1,137 | $315K |
| Calton & Associates, Inc. | 0.05% | Add +0.1% | 1,137 | $315K |
| Creative Financial Designs Inc. | 0.02% | Add +1.6% | 1,134 | $314K |
| Dudley Capital Management, LLC | 0.14% | Add +2.7% | 1,130 | $313K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,114 | $309K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.2% | 1,114 | $309K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -75.0% | 1,108 | $307K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,104 | $306K |
| Assetmark, Inc. | 0.00% | Add +193.6% | 1,101 | $305K |
| Stablepoint Partners, LLC | 0.05% | No change | 1,100 | $305K |
| James Investment Research, Inc. | 0.03% | Reduce -3.1% | 1,077 | $298K |
| K.J. Harrison & Partners Inc | 0.04% | New | 1,072 | $297K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,071 | $297K |
| Fiduciary Family Office, LLC | 0.08% | No change | 1,065 | $295K |
| Harbor Asset Planning, Inc. | 0.25% | Add +0.1% | 1,054 | $292K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.1% | 1,028 | $285K |
| Intrepid Capital Management Inc. | 0.14% | Reduce -3.8% | 1,024 | $284K |
| Trademark Financial Management, LLC | 0.16% | Add +6.8% | 1,024 | $284K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,023 | $283K |
| Goldstein Advisors, LLC | 0.03% | No change | 1,013 | $281K |
| Americana Partners, LLC | 0.01% | No change | 1,013 | $281K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,000 | $277K |
| MY Wealth Management Inc. | 0.24% | No change | 999 | $277K |
| Cannon Wealth Management Services, LLC | 0.19% | No change | 995 | $276K |
| Granite Islands Private Wealth, LLC | 0.25% | — | 998 | $275K |
| Avestar Capital, LLC | 0.02% | No change | 979 | $271K |
| Beaird Harris Wealth Management, LLC | 0.02% | New | 953 | $264K |
| Wealth Alliance, LLC | 0.03% | Reduce -0.3% | 951 | $264K |
| Peachtree Investment Partners, LLC | 0.09% | No change | 950 | $263K |
| Aprio Wealth Management, LLC | 0.02% | Add +0.1% | 949 | $263K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -6.3% | 942 | $261K |
| Pacific Sun Financial Corp | 0.13% | Reduce -0.5% | 937 | $259K |
| Financial Council, LLC | 0.10% | No change | 926 | $256K |
| Trexquant Investment LP | 0.00% | Add +4.2% | 925 | $256K |
| Coquina Private Wealth LLC | 0.21% | — | 924 | $256K |
| NFSG Corp | 0.04% | Add +1.8% | 924 | $256K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +11.7% | 919 | $255K |
| Expressive Wealth LLC | 0.27% | — | 906 | $251K |
| L & S Advisors Inc | 0.03% | Add +0.1% | 905 | $251K |
| Sei Investments Co. | 0.00% | New | 900 | $249K |
| Slagle Financial, LLC | 0.09% | Reduce -1.0% | 897 | $248K |
| First National Trust Co | 0.01% | No change | 880 | $244K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Add +0.1% | 880 | $244K |
| NorthRock Partners, LLC | 0.00% | New | 875 | $242K |
| Manchester Financial Inc. | 0.04% | Add +0.8% | 867 | $240K |
| Rather & Kittrell, Inc. | 0.04% | No change | 860 | $238K |
| Rossby Financial, LCC | 0.07% | Reduce -93.4% | 852 | $236K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 846 | $234K |
| Haverford Trust Co | 0.00% | Reduce -2.2% | 842 | $233K |
| Renaissance Technologies | 0.00% | Reduce -91.1% | 840 | $233K |
| Persium Advisors, LLC | 0.17% | No change | 837 | $232K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 828 | $229K |
| Drive Wealth Management, LLC | 0.04% | No change | 826 | $229K |
| Bravias Capital Group, LLC | 0.14% | Reduce -3.0% | 823 | $228K |
| Red Door Wealth Management, LLC | 0.02% | Add +0.2% | 819 | $227K |
| Sterling Investment Advisors, Ltd. | 0.04% | No change | 810 | $224K |
| Cordatus Wealth Management LLC | 0.05% | No change | 799 | $221K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1675.6% | 799 | $221K |
| Rice Partnership, LLC | 0.03% | No change | 790 | $219K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -32.4% | 790 | $219K |
| Sunbelt Securities, Inc. | 0.01% | No change | 786 | $218K |
| Fiduciary Trust Co | 0.00% | No change | 783 | $217K |
| Eclectic Associates Inc. | 0.03% | No change | 780 | $216K |
| Family Investment Center, Inc. | 0.04% | No change | 774 | $214K |
| Tilia Fiduciary Partners, Inc. | 0.12% | Add +2.4% | 767 | $212K |
| Centerpoint Advisory Group | 0.16% | No change | 765 | $212K |
| Hobbs Group Advisors, LLC | 0.06% | No change | 764 | $212K |
| Garden State Investment Advisory Services LLC | 0.05% | New | 759 | $210K |
| Cibc World Market Inc. | 0.00% | Reduce -61.6% | 757 | $210K |
| Wisconsin Wealth Advisors, LLC | 0.21% | No change | 756 | $209K |
| CWA Asset Management Group, LLC | 0.01% | No change | 753 | $209K |
| Flputnam Investment Management Co. | 0.00% | No change | 753 | $209K |
| Willner & Heller, LLC | 0.15% | No change | 747 | $207K |
| Sound Income Strategies, LLC | 0.01% | Add +63.6% | 738 | $202K |
| Bessemer Group Inc. | 0.00% | No change | 641 | $178K |
| Colonial Trust Co / SC | 0.02% | No change | 636 | $176K |
| Financial Consulate, Inc. | 0.02% | No change | 606 | $168K |
| Clearstead Advisors, LLC | 0.00% | Reduce -23.8% | 582 | $161K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -1.4% | 559 | $155K |
| Smithfield Trust Co | 0.01% | No change | 535 | $148K |
| Go Invest LLC | 0.05% | — | 505 | $140K |
| Rialto Wealth Management, LLC | 0.03% | No change | 500 | $138K |
| SouthState Bank Corp | 0.01% | No change | 499 | $138K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 433 | $120K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 429 | $119K |
| Eastern Bank | 0.00% | Reduce -40.5% | 426 | $118K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 419 | $116K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 415 | $115K |
| Asset Dedication, LLC | 0.01% | No change | 410 | $114K |
| JFS Wealth Advisors, LLC | 0.01% | New | 407 | $113K |
| Commonwealth Retirement Investments LLC | 0.03% | New | 373 | $103K |
| HM Payson & Co. | 0.00% | No change | 363 | $101K |
| GW&K Investment Management, LLC | 0.00% | No change | 344 | $95K |
| Planning Project LLC | 0.02% | — | 340 | $94K |
| New Republic Capital, LLC | 0.02% | Reduce -0.7% | 305 | $84K |
| Clayton Financial Group LLC | 0.04% | No change | 257 | $71K |
| Key Financial Inc | 0.01% | No change | 244 | $68K |
| Bullock Wealth Management Group | 0.03% | — | 238 | $66K |
| Elevated Capital Advisors, LLC | 0.02% | New | 235 | $65K |
| Dunhill Financial, LLC | 0.02% | Reduce -1.8% | 222 | $61K |
| Bokf, NA | 0.00% | No change | 216 | $60K |
| Tucker Asset Management LLC | 0.02% | New | 210 | $58K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 207 | $57K |
| Triumph Capital Management | 0.01% | New | 197 | $55K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -61.6% | 195 | $54K |
| Lanark Financial, Inc. | 0.00% | No change | 194 | $54K |
| International Assets Investment Management, LLC | 0.00% | New | 189 | $52K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 188 | $52K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 188 | $52K |
| City Holding Co. | 0.01% | No change | 185 | $51K |
| Park Square Financial Group, LLC | 0.28% | Add +154.4% | 201 | $47K |
| Birchbrook, Inc. | 0.02% | No change | 158 | $44K |
| New Millennium Group LLC | 0.02% | Reduce -4.8% | 158 | $44K |
| Caitlin John, LLC | 0.02% | No change | 135 | $37K |
| Franklin Resources Inc. | 0.00% | Reduce -62.4% | 131 | $36K |
| Optima Capital LLC | 0.01% | New | 120 | $33K |
| Fairway Wealth LLC | 0.01% | Reduce -65.0% | 118 | $33K |
| Ancora Advisors LLC | 0.00% | No change | 118 | $33K |
| Robinswood Financial LLC | 0.01% | No change | 118 | $33K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $29K |
| Alerus Financial NA | 0.00% | Reduce -79.9% | 103 | $29K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Reduce -73.7% | 103 | $28K |
| Mascoma Wealth Management LLC | 0.01% | No change | 101 | $28K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 100 | $28K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $28K |
| CENTRAL TRUST Co | 0.00% | No change | 100 | $28K |
| Root Financial Partners, LLC | 0.00% | Reduce -22.2% | 98 | $27K |
| Anchor Investment Management, LLC | 0.00% | Reduce -33.1% | 95 | $26K |
| Activest Wealth Management | 0.00% | No change | 91 | $25K |
| Heritage Wealth Advisors | 0.00% | No change | 83 | $23K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 80 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 74 | $20K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 70 | $19K |
| Cape Investment Advisory, Inc. | 0.01% | New | 68 | $19K |
| Citigroup Inc. | 0.00% | Reduce -98.1% | 64 | $18K |
| Anfield Capital Management, LLC | 0.01% | No change | 63 | $18K |
| Clearstead Trust, LLC | 0.00% | No change | 63 | $17K |
| Van Eck Associates Corp. | 0.00% | No change | 60 | $17K |
| Signature Equity Partners, LLC | 0.01% | — | 61 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 61 | $17K |
| Horizon Financial Services, LLC | 0.01% | No change | 60 | $17K |
| Ransom Advisory, Ltd | 0.01% | New | 54 | $15K |
| North Star Investment Management Corp. | 0.00% | New | 47 | $13K |
| Princeton Global Asset Management LLC | 0.00% | New | 44 | $12K |
| National Bank of Canada | 0.00% | No change | 40 | $11K |
| Olistico Wealth, LLC | 0.00% | New | 34 | $9K |
| LGT Financial Advisors LLC | 0.06% | Add +3.1% | 33 | $9K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -52.9% | 32 | $9K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 27 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -93.0% | 25 | $7K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 22 | $6K |
| Byrne Asset Management LLC | 0.00% | No change | 20 | $6K |
| Camelot Portfolios, LLC | 0.00% | New | 16 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 13 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -50.0% | 11 | $3K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 10 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 9 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $1K |
| Valley National Advisers Inc. | 0.00% | Reduce -57.1% | 6 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -99.6% | 3 | $831 |
"% 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.