iShares Russell Top 200 GrowIWYETF
13F holders, Q1 2026 (March 31)644holders −4
43new positions
44sold out
3famous investors
$227.78avg. 13F price*
At the end of Q1 2026, 644 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, down 4 from Q4 2025. 43 opened new positions and 44 sold out. The largest holders were Tiaa-Cref Individual & Institutional Services, LLC ($1.3B), Envestnet Portfolio Solutions, Inc. ($1.2B) and Ameriprise Financial Inc. ($881.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $55.6M |
| Exits | 44 | $33.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,061,744 shares bought and 6,925,702 shares sold, net −3,863,958 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 644 holders
| Tiaa-Cref Individual & Institutional Services, LLC | 4.86% | — | 5,073,815 | $1.3B |
| Envestnet Portfolio Solutions, Inc. | 6.53% | Reduce -0.3% | 4,738,488 | $1.2B |
| Ameriprise Financial Inc. | 0.21% | Reduce -0.1% | 3,541,861 | $881.2M |
| Bank of America Corp. | 0.06% | Add +58.6% | 3,357,374 | $835.4M |
| LPL Financial LLC | 0.16% | Reduce -0.1% | 2,387,655 | $594.1M |
| Mariner, LLC | 0.41% | Reduce -4.9% | 1,393,999 | $346.9M |
| Morgan Stanley | 0.02% | Add +2.4% | 1,354,526 | $337.1M |
| Commonwealth Equity Services, LLC | 0.32% | Add +4.2% | 916,739 | $228.1M |
| Wells Fargo & Company | 0.04% | Add +2.6% | 738,446 | $183.8M |
| AE Wealth Management LLC | 0.89% | Add +3.3% | 658,865 | $164.0M |
| Boulay Financial Advisors, LLC | 17.42% | Add +3.5% | 610,081 | $151.8M |
| Osaic Holdings, Inc. | 0.21% | Add +5.2% | 568,039 | $141.4M |
| Raymond James Financial Inc. | 0.04% | Add +8.2% | 562,937 | $140.1M |
| First Citizens Bank & Trust Co. | 2.64% | Reduce -0.6% | 4,522,656 | $125.4M |
| Atlantic Union Bankshares Corp | 2.39% | Reduce -1.1% | 499,514 | $124.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +17.9% | 476,413 | $118.6M |
| Victory Financial Group, LLC | 14.14% | Add +3.1% | 462,598 | $115.1M |
| Truist Financial Corp. | 0.15% | Reduce -10.9% | 459,861 | $114.4M |
| UBS Group AG | 0.02% | Add +2.8% | 426,828 | $106.2M |
| Lido Advisors, LLC | 0.42% | Reduce -7.1% | 426,268 | $106.1M |
| MML Investors Services, LLC | 0.27% | Add +3.3% | 394,279 | $98.1M |
| Cetera Investment Advisers | 0.10% | Add +4.4% | 373,839 | $93.0M |
| Wilmington Savings Fund Society, FSB | 2.21% | Reduce -0.5% | 372,712 | $92.7M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +2.9% | 359,804 | $89.5M |
| First Citizens Asset Management, Inc. | 26.72% | Add +3.0% | 302,820 | $75.4M |
| Two Sigma Investments, LP | 0.06% | Add +12.2% | 302,000 | $75.1M |
| Prosperity Consulting Group, LLC | 3.24% | Add +45.6% | 292,068 | $72.7M |
| SVB Wealth LLC | 4.47% | Reduce -9.9% | 272,431 | $67.8M |
| Royal Bank of Canada | 0.01% | Add +3.2% | 263,939 | $65.7M |
| Bryn Mawr Trust Advisors, LLC | 3.12% | Reduce -1.6% | 258,769 | $64.4M |
| Portfolio Strategies, Inc. | 7.62% | Reduce -1.9% | 248,470 | $61.8M |
| DAVENPORT & Co LLC | 0.31% | Add +20.1% | 221,899 | $55.2M |
| Tiaa Trust, National Association | 3.14% | Reduce -96.5% | 207,497 | $51.6M |
| SOA Wealth Advisors, LLC. | 9.70% | Reduce -17.3% | 206,948 | $51.5M |
| Intelligence Driven Advisers, LLC | 8.93% | Reduce -17.2% | 205,774 | $51.2M |
| Wharton Business Group, LLC | 1.89% | Add +0.1% | 201,369 | $50.1M |
| Hantz Financial Services, Inc. | 0.73% | Add +6.8% | 191,554 | $47.7M |
| Jones Financial Companies LLLP | 0.02% | Add +29.3% | 186,712 | $45.0M |
| NewEdge Advisors, LLC | 0.16% | Add +8.7% | 180,190 | $44.8M |
| Perennial Investment Advisors, LLC | 3.34% | Add +20.9% | 168,225 | $41.9M |
| Lloyd Advisory Services, LLC. | 11.98% | Add +3177.4% | 168,261 | $41.9M |
| Kingdom Financial Group LLC. | 11.98% | Add +8.9% | 168,261 | $41.9M |
| One Capital Management, LLC | 1.11% | Add +93.2% | 162,986 | $40.6M |
| Kestra Private Wealth Services, LLC | 0.48% | Reduce -4.9% | 156,757 | $39.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.55% | Reduce -6.5% | 150,522 | $37.5M |
| Moneco Advisors, LLC | 2.90% | Add +10.1% | 150,279 | $37.4M |
| Aspire Capital Advisors LLC | 8.14% | Add +24.0% | 145,234 | $36.1M |
| Richard P Slaughter Associates Inc | 7.67% | Reduce -8.3% | 142,511 | $35.5M |
| Sterling Capital Management LLC | 0.66% | Add +27.0% | 139,295 | $34.7M |
| ProVise Management Group, LLC | 2.38% | Add +3.3% | 133,032 | $33.1M |
| LifeWealth Investments, LLC | 9.83% | Add +20.8% | 132,322 | $32.9M |
| HighTower Advisors, LLC | 0.03% | Add +29.0% | 125,329 | $31.2M |
| Compton Wealth Advisory Group, LLC | 6.64% | Add +0.5% | 118,862 | $29.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.3% | 114,007 | $28.4M |
| Waverly Advisors, LLC | 0.21% | Add +1.4% | 113,353 | $28.2M |
| Howard Bailey Securities, LLC | 11.45% | Add +1.9% | 111,862 | $27.8M |
| Thrivent Financial for Lutherans | 0.05% | Add +34.7% | 107,450 | $26.7M |
| Valmark Advisers, Inc. | 0.31% | Add +3.3% | 105,934 | $26.4M |
| Brookstone Capital Management | 0.30% | Add +3.9% | 104,883 | $26.1M |
| Kestra Advisory Services, LLC | 0.09% | Add +6.4% | 100,503 | $25.0M |
| Merit Financial Group, LLC | 0.18% | Add +17.3% | 99,559 | $24.8M |
| JPMorgan Chase & Co. | 0.00% | Add +31.4% | 101,559 | $24.4M |
| Titleist Asset Management, LLC | 1.79% | Add +8.5% | 95,463 | $23.8M |
| Forum Private Client Group LLC | 7.29% | Add +5.1% | 87,781 | $21.9M |
| Fischer Financial Services, Inc. | 7.13% | Add +1.9% | 85,244 | $21.2M |
| M&T Bank Corp | 0.07% | Reduce -4.1% | 84,816 | $21.1M |
| Investors Research Corp | 3.93% | Add +0.4% | 82,548 | $20.5M |
| JSF Financial, LLC | 3.85% | Add +13.2% | 78,861 | $19.6M |
| Bush Investment Group, LLC | 10.69% | Add +6.1% | 78,615 | $19.6M |
| Performance Wealth Partners, LLC | 0.56% | Add +10.3% | 78,264 | $19.5M |
| RTD Financial Advisors, Inc. | 2.38% | Add +10.3% | 77,793 | $19.4M |
| Arkadios Wealth Advisors | 0.32% | Add +1.8% | 77,670 | $19.3M |
| Independent Advisor Alliance | 0.20% | Add +678.3% | 73,747 | $18.4M |
| Old National Bancorp | 0.30% | New | 72,450 | $18.0M |
| Hidden Cove Wealth Management, LLC | 10.63% | Reduce -12.4% | 66,496 | $16.5M |
| Horst & Graben Wealth Management LLC | 2.27% | Add +2.3% | 58,824 | $16.5M |
| Certified Advisory Corp | 1.46% | Add +8.2% | 65,409 | $16.3M |
| Simplicity Wealth,LLC | 0.90% | Add +7.7% | 64,138 | $16.0M |
| Family Capital Management, Inc. | 7.08% | Reduce -1.5% | 63,993 | $15.9M |
| Equitable Holdings, Inc. | 0.10% | Reduce -10.9% | 56,831 | $15.7M |
| Principal Securities, Inc. | 0.23% | Reduce -7.3% | 62,380 | $15.5M |
| Thoroughbred Financial Services, LLC | 0.90% | Reduce -0.5% | 60,377 | $15.0M |
| Stonebridge Financial Planning Group, LLC | 5.47% | Reduce -3.7% | 59,896 | $14.9M |
| Equity Wealth Partners, LLC | 9.62% | Add +12.9% | 59,794 | $14.9M |
| Sculati Wealth Management, LLC | 5.38% | Add +6.0% | 58,491 | $14.6M |
| Voya Investment Management LLC | 0.02% | Add +9.6% | 56,994 | $14.2M |
| Stratos Wealth Partners, LTD. | 0.16% | Reduce -10.8% | 56,099 | $14.0M |
| Atwater Malick LLC | 3.76% | Add +14.3% | 55,975 | $13.9M |
| Key Capital Management, INC | 8.90% | Add +100.0% | 54,162 | $13.5M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -0.6% | 53,931 | $13.4M |
| McAdam, LLC | 0.60% | Add +7.8% | 53,251 | $13.3M |
| Cosner Financial Group, LLC | 7.11% | Add +1.6% | 52,046 | $13.0M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +6.0% | 51,130 | $12.7M |
| Bluesphere Advisors LLC | 4.50% | Add +22.8% | 50,848 | $12.7M |
| Private Advisor Group, LLC | 0.06% | Add +26.0% | 50,738 | $12.6M |
| Asset Allocation Strategies LLC | 2.24% | Add +5.5% | 50,576 | $12.6M |
| Argent Trust Co | 0.37% | Reduce -24.4% | 44,005 | $11.0M |
| Fifth Third Securities, Inc. | 0.70% | Add +8.6% | 43,777 | $10.9M |
| IAG Wealth Partners, LLC | 1.18% | Add +14.2% | 42,383 | $10.5M |
| Meridian Financial Partners LLC | 3.99% | Add +8.1% | 41,607 | $10.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +54.0% | 41,164 | $10.2M |
| Bond & Devick Financial Network, Inc. | 2.85% | Add +4.4% | 41,009 | $10.2M |
| Crumly & Associates Inc. | 2.14% | Reduce -0.3% | 41,008 | $10.2M |
| Benchmark Financial Wealth Advisors, LLC | 2.82% | Reduce -3.0% | 40,872 | $10.2M |
| Sanctuary Advisors, LLC | 0.05% | Add +46.2% | 39,938 | $9.9M |
| Baird Financial Group, Inc. | 0.02% | Add +4.4% | 39,119 | $9.7M |
| CGC Financial Services, LLC | 2.75% | Reduce -0.3% | 38,252 | $9.5M |
| Kovack Advisors, Inc. | 0.51% | Add +97.4% | 37,866 | $9.4M |
| Wellington Grp LLC | 2.89% | Add +23.9% | 37,717 | $9.4M |
| YANKCOM Partnership | 3.86% | Add +14.8% | 37,695 | $9.4M |
| Wealthcare Advisory Partners LLC | 0.17% | Reduce -55.8% | 34,752 | $8.6M |
| Family Manage LLC | 1.03% | Reduce -31.6% | 34,423 | $8.6M |
| Cozad Asset Management Inc. | 0.66% | Add +10.9% | 33,655 | $8.4M |
| Burns Matteson Capital Management, LLC | 3.26% | Add +4.7% | 33,623 | $8.4M |
| Capital Asset Advisory Services LLC | 0.31% | Add +2.6% | 29,063 | $8.1M |
| Win Advisors, Inc. | 3.68% | Add +1829.1% | 32,293 | $8.0M |
| Oak Harvest Investment Services | 0.84% | Add +6.6% | 32,238 | $8.0M |
| FMR LLC | 0.00% | Add +8.0% | 32,003 | $8.0M |
| Processus Wealth & Capital Management, LLC | 5.39% | Add +0.4% | 31,902 | $7.9M |
| Matters Capital LLC | 6.99% | Add +0.0% | 31,685 | $7.9M |
| 626 Financial, LLC | 3.52% | Reduce -18.1% | 31,646 | $7.9M |
| Sunrise Financial Services, LLC | 5.54% | Add +9.5% | 31,399 | $7.8M |
| Cornerstone Wealth, LLC | 4.33% | — | 27,574 | $7.7M |
| Journey Strategic Wealth LLC | 0.19% | Reduce -2.2% | 30,593 | $7.6M |
| Jump Financial, LLC | 0.12% | New | 30,058 | $7.5M |
| Veridan Wealth LLC | 2.79% | Reduce -0.6% | 29,679 | $7.4M |
| Harbor Investment Advisory, LLC | 0.58% | Add +0.5% | 29,391 | $7.3M |
| Foronjy Financial LLC | 2.93% | Add +5.4% | 28,303 | $7.0M |
| Providence Financial Advisors, LLC | 3.93% | Add +12.5% | 27,746 | $6.9M |
| Everest Financial Group LLC | 1.13% | Add +4.5% | 27,646 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +1.1% | 27,138 | $6.8M |
| Fiduciary Group, LLC | 0.56% | Add +8.3% | 26,477 | $6.6M |
| IFP Advisors, Inc | 0.13% | Reduce -18.9% | 25,481 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -36.5% | 25,066 | $6.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.9% | 24,988 | $6.2M |
| Future Financial Wealth Managment LLC | 4.00% | Add +4.6% | 22,623 | $6.2M |
| RFG Advisory, LLC | 0.11% | Add +7.1% | 23,861 | $5.9M |
| Perigon Wealth Management, LLC | 0.11% | Add +2.8% | 23,749 | $5.9M |
| Empire Life Investments Inc. | 0.36% | Reduce -1.8% | 23,485 | $5.9M |
| McIlrath & Eck, LLC | 0.44% | Add +3.6% | 23,663 | $5.9M |
| Compound Planning, Inc. | 0.18% | Add +1074.7% | 23,458 | $5.8M |
| Principal Financial Group Inc. | 0.00% | Add +63.3% | 23,384 | $5.8M |
| VestGen Advisors, LLC | 0.16% | Reduce -2.2% | 20,091 | $5.8M |
| Financial Partners Group, Inc | 0.68% | Reduce -1.6% | 23,002 | $5.7M |
| Envision Financial Transparency, LLC | 5.43% | — | 22,476 | $5.6M |
| Waldron Private Wealth LLC | 0.22% | No change | 22,161 | $5.5M |
| Berger Financial Group, Inc | 0.31% | Add +3.9% | 22,040 | $5.5M |
| Harbour Investments, Inc. | 0.08% | Add +3.5% | 21,797 | $5.4M |
| Symphony Financial Services, Inc. | 2.78% | Reduce -4.9% | 21,771 | $5.4M |
| Bouvel Investment Partners, LLC | 1.56% | Reduce -4.2% | 21,594 | $5.4M |
| Milestone Investment Advisors LLC | 1.28% | Add +0.7% | 21,348 | $5.3M |
| Renaissance Technologies | 0.01% | Add +2433.3% | 21,280 | $5.3M |
| US Bancorp \de | 0.01% | Add +2.1% | 20,757 | $5.2M |
| Summit Trail Advisors, LLC | 0.07% | Add +3.4% | 20,691 | $5.1M |
| Stephens Inc. | 0.06% | Reduce -4.3% | 20,335 | $5.1M |
| Creative Planning | 0.00% | Add +74.4% | 20,227 | $5.0M |
| PCM Encore, LLC | 1.02% | Reduce -0.3% | 19,982 | $5.0M |
| Mezzasalma Advisors, LLC | 1.26% | Add +3.0% | 30,516 | $4.9M |
| Betterment LLC | 0.01% | Reduce -9.2% | 19,857 | $4.9M |
| PFG Investments, LLC | 0.23% | New | 19,680 | $4.9M |
| Summit Financial, LLC | 0.06% | Add +12.9% | 18,706 | $4.7M |
| XTX Topco Ltd | 0.08% | New | 18,671 | $4.6M |
| Granville Capital, Inc. | 2.43% | No change | 18,651 | $4.6M |
| Samalin Investment Counsel, LLC | 1.65% | Add +5.3% | 18,619 | $4.6M |
| CIBC Bancorp USA Inc. | 0.01% | — | 18,605 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -81.9% | 18,433 | $4.6M |
| Fifth Third Bancorp | 0.01% | Add +242.9% | 18,278 | $4.5M |
| Kingsview Wealth Management, LLC | 0.06% | Add +1.7% | 18,245 | $4.5M |
| WJ Wealth Management, LLC | 2.08% | Reduce -12.2% | 17,836 | $4.4M |
| Cyndeo Wealth Partners, LLC | 0.23% | Reduce -0.2% | 17,369 | $4.3M |
| Sovran Advisors, LLC | 0.34% | Add +4.4% | 15,451 | $4.3M |
| Flagstar Securities, Inc. | 1.56% | Reduce -2.3% | 17,270 | $4.3M |
| Ameliora Wealth Management Ltd. | 1.37% | Reduce -53.9% | 17,244 | $4.3M |
| FWG Investments, LLC. | 2.70% | Reduce -2.8% | 17,067 | $4.2M |
| Nova Wealth Management, Inc. | 2.75% | Reduce -7.9% | 16,989 | $4.2M |
| Nwam LLC | 0.24% | Add +3.7% | 16,822 | $4.2M |
| Fidelis Capital Partners, LLC | 0.29% | Reduce -11.2% | 16,234 | $4.0M |
| Concorde Asset Management, LLC | 1.98% | Reduce -33.7% | 16,192 | $4.0M |
| Elevation Capital Advisory, LLC | 1.69% | Reduce -48.5% | 15,980 | $4.0M |
| Avior Wealth Management, LLC | 0.11% | Reduce -3.3% | 15,873 | $3.9M |
| Brown Advisory Inc. | 0.01% | No change | 15,752 | $3.9M |
| Ieq Capital, LLC | 0.02% | Reduce -1.9% | 15,416 | $3.8M |
| Gradient Investments LLC | 0.06% | Add +152.8% | 15,073 | $3.8M |
| Fortis Capital Advisors, LLC | 0.47% | Add +9.2% | 14,445 | $3.6M |
| Belpointe Asset Management LLC | 0.13% | Add +9.2% | 14,445 | $3.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.1% | 14,226 | $3.5M |
| Kelly Financial Group LLC | 0.89% | Add +8.2% | 14,206 | $3.5M |
| Mgo One Seven LLC | 0.07% | Add +0.5% | 14,084 | $3.5M |
| Cooper Financial Group | 0.35% | New | 14,078 | $3.5M |
| Financial Freedom, LLC | 1.74% | Reduce -5.0% | 14,041 | $3.5M |
| OxenFree Capital LLC | 1.67% | Reduce -7.0% | 12,549 | $3.4M |
| Stokes Capital Advisors, LLC | 0.77% | Add +1.8% | 13,763 | $3.4M |
| Onyx Bridge Wealth Group LLC | 0.37% | Reduce -31.1% | 13,655 | $3.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +4.6% | 13,378 | $3.4M |
| Quest 10 Wealth Builders, Inc. | 2.94% | Add +6.3% | 13,485 | $3.4M |
| Visionary Wealth Advisors | 0.15% | Add +0.2% | 13,224 | $3.3M |
| Florida Financial Advisors, LLC | 0.78% | Add +1.6% | 13,131 | $3.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.50% | Reduce -3.0% | 12,912 | $3.2M |
| LaSalle St. Investment Advisors, LLC | 0.44% | New | 12,640 | $3.1M |
| Keel Point, LLC | 0.21% | Add +11.9% | 12,599 | $3.1M |
| Focus Partners Wealth | 0.00% | Reduce -0.8% | 12,370 | $3.1M |
| Benchmark Financial, LLC | 2.72% | Add +1.3% | 12,165 | $3.0M |
| Valued Retirements, Inc. | 2.96% | Add +1.8% | 12,163 | $3.0M |
| Patton Albertson Miller Group, LLC | 0.35% | Reduce -38.8% | 11,912 | $3.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.88% | Reduce -11.7% | 11,576 | $2.9M |
| Curi Capital, LLC | 0.05% | Reduce -0.4% | 11,547 | $2.9M |
| WCG Wealth Advisors LLC | 0.08% | New | 11,532 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +25.0% | 11,445 | $2.8M |
| Signal Advisors Wealth, LLC | 0.19% | Reduce -1.6% | 11,414 | $2.8M |
| Rhodes Investment Advisors Inc. | 2.44% | Add +0.8% | 11,400 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -9.1% | 11,322 | $2.8M |
| Trivium Point Advisory, LLC | 0.51% | Reduce -63.9% | 11,271 | $2.8M |
| Advisory Services Network, LLC | 0.04% | Reduce -1.0% | 11,246 | $2.8M |
| Advyzon Investment Management, LLC | 0.25% | Add +11.0% | 11,160 | $2.8M |
| Spectrum Advisors, Inc. | 2.19% | — | 11,152 | $2.8M |
| Blair William & Co. | 0.01% | Reduce -6.1% | 11,107 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1009.3% | 11,093 | $2.8M |
| Stratos Wealth Advisors, LLC | 0.17% | Add +4.3% | 10,947 | $2.7M |
| Fifth Third Wealth Advisors LLC | 0.09% | Add +62.2% | 10,922 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +4.5% | 10,841 | $2.7M |
| Johnson Investment Counsel Inc. | 0.02% | Add +24.1% | 10,617 | $2.6M |
| HRT Financial LP | 0.01% | Add +772.7% | 10,516 | $2.6M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -17.7% | 10,267 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +1.9% | 10,235 | $2.5M |
| Cwm, LLC | 0.01% | Reduce -68.0% | 10,153 | $2.5M |
| &partners | 0.01% | Add +1.5% | 10,059 | $2.5M |
| Glenmede Trust Co. NA | 0.01% | Reduce -5.0% | 9,992 | $2.5M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -0.2% | 9,945 | $2.5M |
| Whelan Financial | 0.75% | Reduce -0.9% | 9,672 | $2.4M |
| AssuredPartners Investment Advisors, LLC | 0.26% | Reduce -55.3% | 9,523 | $2.4M |
| Silver Oak Securities, Incorporated | 0.17% | Reduce -53.9% | 9,579 | $2.4M |
| Inscription Capital, LLC | 0.25% | Add +7.0% | 9,557 | $2.4M |
| Private Trust Co. NA | 0.20% | Add +6.1% | 9,159 | $2.3M |
| SCS Capital Management LLC | 0.02% | No change | 8,950 | $2.2M |
| Focus Financial Network, Inc. | 0.08% | Reduce -15.5% | 8,876 | $2.2M |
| Western Wealth Management, LLC | 0.08% | Add +7.2% | 8,833 | $2.2M |
| Mutual Advisors, LLC | 0.05% | Reduce -5.6% | 8,691 | $2.2M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -6.3% | 8,647 | $2.2M |
| Venture Visionary Partners LLC | 0.07% | Add +0.1% | 8,631 | $2.1M |
| Perspective Wealth Advisors LLC | 1.39% | Add +6.6% | 8,630 | $2.1M |
| Northeast Planning Associates, Inc. / NH / | 1.44% | Add +5.7% | 8,626 | $2.1M |
| Dover Advisors, LLC | 0.88% | Reduce -10.2% | 8,583 | $2.1M |
| Triad Wealth Partners, LLC | 0.17% | Add +287.7% | 8,514 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 1.40% | Add +5.6% | 8,457 | $2.1M |
| Money Concepts Capital Corp. | 0.12% | Reduce -6.0% | 8,439 | $2.1M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -0.4% | 8,411 | $2.1M |
| Midwest Trust Co | 0.03% | Add +10.8% | 8,405 | $2.1M |
| Independent Financial Group, LLC | 0.05% | Reduce -1.7% | 8,327 | $2.1M |
| GTS Securities LLC | 0.07% | Add +371.5% | 8,213 | $2.0M |
| Arcadia Wealth Management, LLC | 0.72% | Reduce -1.9% | 8,022 | $2.0M |
| Bawa N Mallick Trust | 0.82% | Reduce -11.2% | 8,000 | $2.0M |
| Cornerstone Planning Group LLC | 0.26% | Add +0.1% | 6,988 | $2.0M |
| Post Resch Tallon Group Inc. | 1.59% | Reduce -6.7% | 7,793 | $2.0M |
| Sovereign Financial Group, Inc. | 0.33% | Reduce -0.7% | 7,705 | $1.9M |
| Leavell Investment Management, Inc. | 0.08% | Reduce -7.1% | 7,590 | $1.9M |
| Liberty Square Wealth Partners LLC | 0.51% | No change | 7,352 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +15.8% | 7,309 | $1.8M |
| Decker Retirement Planning Inc. | 0.82% | Add +4.9% | 7,277 | $1.8M |
| New England Private Wealth Advisors LLC | 0.20% | Reduce -2.5% | 7,092 | $1.8M |
| Spire Wealth Management | 0.06% | Reduce -30.5% | 7,037 | $1.8M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -0.8% | 6,989 | $1.7M |
| Mayflower Financial Advisors, LLC | 0.21% | Add +1.6% | 6,982 | $1.7M |
| Mason & Associates, LLC | 0.40% | Reduce -0.7% | 6,932 | $1.7M |
| MAI Capital Management | 0.01% | Add +4.0% | 6,928 | $1.7M |
| Tactive Advisors, LLC | 0.48% | Reduce -3.8% | 6,895 | $1.7M |
| Strategic Financial Concepts, LLC | 0.42% | Add +51.2% | 6,892 | $1.7M |
| Centennial Advisors, LLC | 2.18% | Add +1.0% | 6,874 | $1.7M |
| FLP Wealth Management, LLC | 3.52% | Add +13.9% | 6,856 | $1.7M |
| Heck Capital Advisors, LLC | 0.13% | Reduce -9.0% | 6,820 | $1.7M |
| Wick Capital Partners, LLC | 0.30% | No change | 6,677 | $1.7M |
| Leo Wealth, LLC | 0.12% | Reduce -7.1% | 6,663 | $1.7M |
| WBH Advisory Inc. | 0.12% | Add +4.9% | 6,523 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +491.7% | 6,556 | $1.6M |
| SageView Advisory Group, LLC | 0.06% | Reduce -0.4% | 6,470 | $1.6M |
| Stratos Investment Management, LLC | 0.06% | Reduce -77.4% | 6,389 | $1.6M |
| AQR Capital Management | 0.00% | Add +42.4% | 6,300 | $1.6M |
| Redstone Wealth Management, LLC | 1.21% | Reduce -79.3% | 6,110 | $1.5M |
| Accurate Wealth Management, LLC | 0.18% | Add +32.9% | 5,701 | $1.5M |
| Savvy Advisors, Inc. | 0.04% | Reduce -20.9% | 5,829 | $1.5M |
| SMART Wealth LLC | 0.42% | Add +12.7% | 5,758 | $1.4M |
| Landing Point Financial Group, LLC | 0.68% | Add +14.8% | 5,662 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -40.8% | 5,576 | $1.4M |
| Strategic Blueprint, LLC | 0.08% | Add +264.5% | 5,478 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.9% | 5,372 | $1.3M |
| World Investment Advisors | 0.02% | Reduce -71.1% | 5,351 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -37.4% | 5,317 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +211.9% | 5,308 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -1.1% | 5,299 | $1.3M |
| BCGM Wealth Management, LLC | 0.33% | Add +0.1% | 5,274 | $1.3M |
| Wedmont Private Capital | 0.04% | No change | 5,037 | $1.3M |
| Patten & Patten Inc. | 0.08% | No change | 5,221 | $1.3M |
| Golden State Wealth Management, LLC | 0.14% | Reduce -59.3% | 5,199 | $1.3M |
| KERR FINANCIAL PLANNING Corp | 0.90% | Add +4.0% | 4,606 | $1.3M |
| TruWealth Advisors, LLC | 0.06% | Add +2.1% | 5,130 | $1.3M |
| Legacy Edge Advisors, LLC | 0.13% | Reduce -2.9% | 5,100 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.17% | Reduce -0.3% | 5,011 | $1.2M |
| MBL Wealth, LLC | 0.09% | Reduce -2.1% | 5,000 | $1.2M |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.1% | 4,937 | $1.2M |
| Allworth Financial LP | 0.00% | Reduce -4.9% | 4,819 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +11.4% | 4,769 | $1.2M |
| Keating Financial Advisory Services, Inc. | 0.19% | Add +1.4% | 4,763 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +2.1% | 4,681 | $1.2M |
| Catalyst Financial Partners LLC | 0.14% | Add +18.4% | 4,656 | $1.2M |
| Hilltop Holdings Inc. | 0.10% | Reduce -35.9% | 4,481 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -80.0% | 4,367 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -5.6% | 4,343 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +26.5% | 4,331 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +25.3% | 4,297 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -42.4% | 4,280 | $1.1M |
| Pallas Capital Advisors LLC | 0.04% | No change | 4,271 | $1.1M |
| Stewardship Advisors, LLC | 0.24% | Reduce -0.2% | 4,241 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -75.1% | 4,223 | $1.1M |
| Sugar Maple Asset Management, LLC | 0.63% | Reduce -5.3% | 4,199 | $1.0M |
| Brooklyn Investment Group | 0.03% | Add +9.9% | 4,169 | $1.0M |
| Seros Financial, LLC | 0.66% | Reduce -90.1% | 4,137 | $1.0M |
| Northern Trust Corp. | 0.00% | Add +6.9% | 4,093 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.7% | 4,040 | $1.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +60.0% | 3,820 | $951K |
| Ameritas Advisory Services, LLC | 0.04% | New | 3,787 | $942K |
| Round Rock Advisors LLC | 0.14% | Add +0.4% | 3,742 | $931K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +7.8% | 3,722 | $926K |
| Truvestments Capital LLC | 0.17% | Add +2.3% | 3,713 | $924K |
| Secure Asset Management, LLC | 0.14% | Add +2.6% | 3,675 | $915K |
| Sigma Planning Corp | 0.03% | Add +5.5% | 3,666 | $912K |
| Redwood Financial Network Corp | 0.60% | Add +3.0% | 3,660 | $911K |
| BlackRock, Inc. | 0.00% | Add +53.4% | 3,635 | $904K |
| Kohmann Bosshard Financial Services, LLC | 0.09% | No change | 3,610 | $898K |
| Godshalk Welsh Capital Management, Inc. | 0.52% | No change | 3,609 | $898K |
| Compass Financial Services Inc | 0.37% | Add +0.0% | 3,435 | $855K |
| HBK Sorce Advisory LLC | 0.02% | Add +3.6% | 2,937 | $851K |
| Merkkuri Wealth Advisors LLC | 0.56% | Add +0.1% | 3,384 | $842K |
| Westco Advisory Services Inc. | 0.54% | Add +4.5% | 3,372 | $839K |
| Quantinno Capital Management LP | 0.00% | Add +13.1% | 3,356 | $835K |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -6.5% | 3,342 | $832K |
| Optivise Advisory Services LLC | 0.50% | No change | 3,337 | $830K |
| Advisory Alpha, LLC | 0.02% | Add +1.4% | 3,306 | $823K |
| Larson Financial Group LLC | 0.03% | Add +0.6% | 3,289 | $818K |
| Networth Advisors, LLC | 0.57% | Reduce -4.2% | 3,269 | $813K |
| Gibbs Wealth Management | 0.11% | New | 3,265 | $812K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -3.8% | 3,229 | $803K |
| Prospect Financial Services LLC | 0.49% | Reduce -14.9% | 3,208 | $798K |
| FSA Advisors, Inc. | 0.52% | New | 3,189 | $794K |
| Essex Financial Services, Inc. | 0.04% | Add +5.2% | 3,175 | $790K |
| Park Avenue Securities LLC | 0.01% | Reduce -12.5% | 3,173 | $790K |
| Able Wealth Management LLC | 0.21% | Reduce -37.2% | 3,135 | $780K |
| Keybank National Association | 0.00% | No change | 3,081 | $767K |
| GenWealth Group, Inc. | 0.13% | Reduce -0.4% | 3,055 | $760K |
| Founders Financial Alliance, LLC | 0.14% | Add +0.0% | 3,047 | $758K |
| Mueller Wealth, LLC | 0.59% | Reduce -89.8% | 2,995 | $745K |
| Ballast Advisors LLC | 0.21% | No change | 2,969 | $739K |
| Tower Bridge Advisors | 0.07% | New | 2,900 | $722K |
| Key Client Fiduciary Advisors, LLC | 0.25% | Reduce -0.4% | 2,876 | $716K |
| Darwin Wealth Management, LLC | 0.22% | Reduce -12.3% | 2,864 | $713K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.1% | 2,827 | $704K |
| Optiver Holding B.V. | 0.03% | New | 2,821 | $702K |
| Apella Capital, LLC | 0.01% | Add +41.9% | 2,504 | $696K |
| Composition Wealth, LLC | 0.01% | Add +0.2% | 2,766 | $688K |
| First Heartland Consultants, Inc. | 0.05% | Add +0.9% | 2,764 | $688K |
| Parallel Advisors, LLC | 0.01% | Add +113.0% | 2,763 | $688K |
| Elm3 Financial Group, LLC | 0.58% | Reduce -0.8% | 2,744 | $683K |
| Regions Financial Corp. | 0.00% | No change | 2,698 | $671K |
| REAP Financial Group, LLC | 0.13% | No change | 2,697 | $671K |
| Wealthspire Advisors, LLC | 0.01% | Add +28.6% | 2,670 | $664K |
| SIMA Wealth Partners, LLC | 0.50% | No change | 2,634 | $655K |
| Fortitude Family Office, LLC | 0.15% | Reduce -50.0% | 2,610 | $649K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.6% | 2,559 | $637K |
| Montag A & Associates Inc. | 0.03% | No change | 2,548 | $634K |
| Investor's Fiduciary Advisor Network, LLC | 0.19% | Add +72.2% | 2,542 | $632K |
| PTM Wealth Management, LLC | 0.33% | Reduce -1.1% | 2,502 | $631K |
| N.E.W. Advisory Services LLC | 0.05% | Reduce -8.2% | 2,498 | $622K |
| Neuberger Berman Group LLC | 0.00% | Add +81.1% | 2,457 | $611K |
| ArchPoint Investors | 0.15% | No change | 2,450 | $610K |
| American Trust | 0.05% | Add +4.7% | 2,441 | $607K |
| Diversified Trust Co. | 0.01% | No change | 2,436 | $606K |
| Yoder Wealth Management, Inc. | 0.27% | No change | 2,411 | $600K |
| AMG National Trust Bank | 0.01% | Reduce -0.4% | 2,395 | $596K |
| Stronghold Wealth Management L.L.C. | 0.90% | Reduce -0.6% | 2,384 | $593K |
| Sowell Financial Services LLC | 0.02% | Add +8.5% | 2,365 | $588K |
| Johnson Financial Group, LLC | 0.04% | New | 2,331 | $580K |
| Pacific Financial Group Inc. | 0.31% | Reduce -1.0% | 2,319 | $577K |
| HRC Wealth Management, LLC | 0.27% | Add +0.7% | 2,316 | $576K |
| Auxano Advisors, LLC | 0.11% | Reduce -96.3% | 2,313 | $576K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +1.4% | 2,310 | $575K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -1.0% | 2,276 | $566K |
| Capital Analysts, LLC | 0.01% | Add +1.3% | 2,242 | $557K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.1% | 2,229 | $555K |
| TCP Asset Management, LLC | 0.07% | Reduce -17.7% | 2,229 | $555K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -25.4% | 2,202 | $548K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -31.6% | 2,189 | $545K |
| CoreCap Advisors, LLC | 0.02% | Add +30.9% | 2,173 | $541K |
| Focused Alpha, LLC | 0.17% | Add +0.4% | 2,151 | $535K |
| FSB Premier Wealth Management, Inc. | 0.17% | Add +0.6% | 2,137 | $532K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 2,126 | $529K |
| Vise Technologies, Inc. | 0.01% | No change | 1,910 | $529K |
| MidAtlantic Capital Management, Inc. | 0.36% | No change | 2,123 | $528K |
| Bank of Montreal | 0.00% | Reduce -0.8% | 2,099 | $522K |
| Synergy Asset Management, LLC | 0.06% | Reduce -8.6% | 2,086 | $519K |
| Barnes Wealth Management Group, Inc | 0.26% | Add +1.0% | 2,073 | $516K |
| Corient Private Wealth LP | 0.00% | Add +6.2% | 2,170 | $510K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -6.9% | 2,045 | $509K |
| Beacon Financial Advisory LLC | 0.11% | No change | 2,027 | $504K |
| Daviman Financial, LLC | 0.30% | Reduce -24.1% | 2,026 | $504K |
| Jane Street Group, LLC | 0.00% | New | 2,025 | $504K |
| Heritage Trust Co | 0.05% | Add +6.2% | 2,018 | $502K |
| Hershey Financial Advisers, LLC | 0.43% | New | 2,016 | $502K |
| Capital Advisors Wealth Management, LLC | 0.07% | Reduce -3.5% | 1,996 | $497K |
| Cyr Financial Inc. | 0.29% | Add +0.1% | 1,970 | $490K |
| Alpha Financial Partners LLC | 0.29% | Add +0.1% | 1,958 | $487K |
| AlphaCore Capital LLC | 0.01% | Add +26.8% | 1,914 | $476K |
| Rossby Financial, LCC | 0.10% | Add +122.0% | 1,891 | $475K |
| Safeguard Investment Advisory Group, LLC | 0.13% | Reduce -7.0% | 1,897 | $472K |
| Rothschild Wealth LLC | 0.04% | Add +15.4% | 1,877 | $467K |
| Mattson Financial Services, LLC | 0.11% | Add +40.5% | 1,875 | $467K |
| Evolution Wealth Management Inc. | 0.34% | No change | 1,852 | $461K |
| National Wealth Management Group, LLC | 0.17% | Reduce -1.2% | 1,847 | $460K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 1,841 | $458K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,841 | $458K |
| EP Wealth Advisors, LLC | 0.00% | Add +13.4% | 1,832 | $456K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.1% | 1,828 | $455K |
| Integrated Advisors Network LLC | 0.02% | No change | 1,811 | $451K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,795 | $447K |
| Harvest Investment Services, LLC | 0.08% | Add +3.3% | 1,793 | $446K |
| Prasad Wealth Partners, LLC | 0.12% | No change | 1,779 | $443K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 1,777 | $442K |
| GWN Securities Inc. | 0.08% | Add +10.3% | 1,753 | $436K |
| HighPoint Advisor Group LLC | 0.02% | Add +5.0% | 1,747 | $435K |
| Strive Financial Group ,LLC | 0.23% | Add +1.2% | 1,735 | $432K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,736 | $432K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -1.6% | 1,727 | $430K |
| LifePlan Investment Advisors, Inc. | 0.17% | Reduce -16.5% | 1,689 | $420K |
| HBW Advisory Services LLC | 0.04% | Reduce -3.0% | 1,686 | $419K |
| Instrumental Wealth, LLC | 0.26% | Add +0.2% | 1,682 | $419K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +2.3% | 1,673 | $416K |
| Comprehensive Financial Planning, Inc. | 0.29% | Add +0.1% | 1,665 | $414K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 1,665 | $414K |
| Maripau Wealth Management LLC | 0.18% | Reduce -12.8% | 1,638 | $408K |
| HB Wealth Management, LLC | 0.00% | Add +21.3% | 1,627 | $405K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.5% | 1,625 | $404K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.4% | 1,604 | $399K |
| Krilogy Financial LLC | 0.01% | No change | 1,452 | $398K |
| Smith Shellnut Wilson LLC | 0.17% | Reduce -27.6% | 1,581 | $393K |
| Arvest Bank Trust Division | 0.02% | New | 1,577 | $392K |
| LexAurum Advisors, LLC | 0.05% | — | 1,568 | $390K |
| Proficio Capital Partners LLC | 0.02% | Reduce -98.7% | 1,525 | $389K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,557 | $387K |
| Rooted Wealth Advisors, Inc. | 0.10% | No change | 1,381 | $383K |
| Bourgeon Capital Management LLC | 0.07% | No change | 1,530 | $381K |
| NBT Bank, N.A. | 0.02% | No change | 1,530 | $381K |
| Retireful, LLC | 0.53% | New | 1,393 | $378K |
| Blom & Howell Financial Planning, Inc. | 0.37% | Reduce -5.4% | 1,513 | $376K |
| Members Wealth LLC | 0.22% | No change | 1,334 | $373K |
| NWF Advisory Services Inc. | 0.04% | Add +8.9% | 1,500 | $373K |
| Verum Partners LLC | 0.07% | Add +0.1% | 1,498 | $373K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -1.2% | 1,494 | $372K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +32.3% | 1,474 | $367K |
| Rodgers & Associates, LTD | 0.04% | Add +1.9% | 1,471 | $366K |
| United Advisor Group, LLC | 0.05% | Add +11.4% | 1,467 | $365K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 1,449 | $361K |
| PFG Advisors | 0.02% | Reduce -0.1% | 1,443 | $359K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 1,439 | $358K |
| Verus Capital Partners, LLC | 0.02% | No change | 1,427 | $355K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.1% | 1,423 | $354K |
| Sandy Cove Advisors, LLC | 0.11% | No change | 1,419 | $353K |
| DDD Partners, LLC | 0.02% | No change | 1,410 | $351K |
| Fiduciary Alliance LLC | 0.02% | Reduce -9.1% | 1,275 | $349K |
| BCU Wealth Advisors, LLC | 0.13% | Reduce -2.7% | 1,401 | $349K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 1,396 | $347K |
| JFS Wealth Advisors, LLC | 0.02% | Add +239.1% | 1,380 | $343K |
| Novak & Powell Financial Services, Inc. | 0.18% | No change | 1,380 | $343K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,345 | $335K |
| Fermata Advisors, LLC | 0.07% | No change | 1,338 | $333K |
| Kelly Financial Services LLC | 0.08% | Add +2.9% | 1,337 | $333K |
| Parvin Asset Management, LLC | 0.24% | No change | 1,330 | $331K |
| Mather Group, Llc. | 0.00% | New | 1,321 | $329K |
| Evoke Wealth, LLC | 0.01% | Reduce -0.1% | 1,319 | $328K |
| Kiley Juergens Wealth Management, LLC | 0.06% | New | 1,305 | $325K |
| Aft, Forsyth & Company, Inc. | 0.15% | Reduce -3.0% | 1,271 | $316K |
| Chemung Canal Trust Co. | 0.06% | No change | 1,267 | $315K |
| Independent Wealth Advisors LLC | 0.31% | No change | 1,267 | $315K |
| Calton & Associates, Inc. | 0.05% | Add +11.2% | 1,264 | $315K |
| Carnegie Investment Counsel | 0.01% | No change | 1,240 | $309K |
| D.A. Davidson & Co. | 0.00% | Add +1.7% | 1,225 | $305K |
| Fisher Asset Management | 0.00% | Reduce -61.4% | 1,219 | $303K |
| TFO Wealth Partners, LLC | 0.04% | No change | 1,218 | $303K |
| Trexquant Investment LP | 0.00% | Add +31.5% | 1,216 | $303K |
| FC Advisory LLC | 0.09% | Add +0.1% | 1,216 | $302K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -0.6% | 1,214 | $302K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,200 | $299K |
| Maridea Wealth Management LLC | 0.04% | Reduce -5.4% | 1,188 | $296K |
| XY Planning Network, Inc. | 0.05% | Add +2.5% | 1,175 | $295K |
| Blue Trust, Inc. | 0.00% | No change | 1,181 | $294K |
| Fortress Private Ledger, LLC | 0.09% | New | 1,156 | $288K |
| Rockport Wealth LLC | 0.05% | Reduce -76.3% | 1,150 | $286K |
| Life Planning Partners, Inc | 0.22% | No change | 1,142 | $284K |
| Moors & Cabot, Inc. | 0.01% | No change | 1,137 | $283K |
| Transcend Capital Advisors, LLC | 0.02% | New | 1,136 | $283K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -13.9% | 1,135 | $283K |
| Dudley Capital Management, LLC | 0.12% | Add +0.4% | 1,135 | $282K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | New | 1,122 | $279K |
| Mason & Associates Inc | 0.05% | Add +0.1% | 1,159 | $278K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,114 | $277K |
| Aptus Capital Advisors, LLC | 0.00% | Add +3.4% | 1,107 | $275K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,104 | $275K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -22.9% | 1,130 | $271K |
| Fiduciary Family Office, LLC | 0.08% | No change | 1,065 | $265K |
| Obsidian Cio, LLC | 0.24% | New | 1,060 | $264K |
| Harbor Asset Planning, Inc. | 0.22% | Add +0.2% | 1,056 | $263K |
| Pacific Sun Financial Corp | 0.13% | Add +12.2% | 1,051 | $262K |
| Trademark Financial Management, LLC | 0.13% | Add +1.7% | 1,041 | $259K |
| Northwest Quadrant Wealth Management, LLC | 0.05% | Add +0.1% | 1,029 | $256K |
| Intrepid Capital Management Inc. | 0.12% | No change | 1,024 | $255K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,023 | $255K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -18.9% | 1,023 | $255K |
| James Investment Research, Inc. | 0.03% | Reduce -7.4% | 997 | $248K |
| Cannon Wealth Management Services, LLC | 0.17% | No change | 995 | $248K |
| Goldstein Advisors, LLC | 0.03% | Reduce -1.9% | 994 | $247K |
| Aprio Wealth Management, LLC | 0.01% | Add +1.9% | 967 | $241K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +2.0% | 961 | $239K |
| Wealth Alliance, LLC | 0.02% | Reduce -1.8% | 934 | $232K |
| Americana Partners, LLC | 0.01% | Reduce -8.1% | 931 | $232K |
| Financial Council, LLC | 0.09% | No change | 926 | $230K |
| Coquina Private Wealth LLC | 0.18% | No change | 924 | $230K |
| NFSG Corp | 0.04% | No change | 924 | $230K |
| Wedbush Securities Inc. | 0.01% | Reduce -25.9% | 914 | $228K |
| Facet Wealth, Inc. | 0.00% | New | 916 | $228K |
| L & S Advisors Inc | 0.03% | Add +0.1% | 906 | $225K |
| Stablepoint Partners, LLC | 0.03% | Reduce -18.2% | 900 | $224K |
| Founders Financial Securities LLC | 0.01% | Reduce -75.4% | 861 | $224K |
| Eclectic Associates Inc. | 0.03% | Add +14.6% | 894 | $222K |
| Snowden Capital Advisors LLC | 0.01% | New | 891 | $222K |
| Slagle Financial, LLC | 0.07% | Reduce -1.1% | 887 | $221K |
| Sei Investments Co. | 0.00% | Reduce -1.9% | 883 | $220K |
| Townsend Asset Management Corp. /NC/ | 0.08% | No change | 880 | $219K |
| First National Trust Co | 0.01% | No change | 880 | $219K |
| MY Wealth Management Inc. | 0.21% | Add +3.7% | 1,036 | $219K |
| Manchester Financial Inc. | 0.04% | Reduce -0.1% | 866 | $216K |
| Centerpoint Advisory Group | 0.16% | Add +13.1% | 865 | $215K |
| Rather & Kittrell, Inc. | 0.03% | No change | 860 | $214K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -6.9% | 856 | $213K |
| Headlands Technologies LLC | 0.02% | New | 849 | $211K |
| Webster Bank, N. A. | 0.02% | New | 848 | $211K |
| Haverford Trust Co | 0.00% | No change | 842 | $210K |
| Persium Advisors, LLC | 0.16% | No change | 837 | $208K |
| Creative Financial Designs Inc. | 0.01% | Reduce -26.4% | 835 | $208K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 828 | $206K |
| Assetmark, Inc. | 0.00% | Reduce -24.9% | 827 | $206K |
| Drive Wealth Management, LLC | 0.04% | No change | 826 | $206K |
| Elevation Point Wealth Partners, LLC | 0.00% | Reduce -2.6% | 824 | $205K |
| Bravias Capital Group, LLC | 0.13% | No change | 823 | $205K |
| Legacy Financial Advisors, Inc. | 0.03% | New | 823 | $205K |
| Red Door Wealth Management, LLC | 0.02% | No change | 819 | $204K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +2.3% | 817 | $203K |
| Sterling Investment Advisors, Ltd. | 0.04% | No change | 810 | $202K |
| QRG Capital Management, Inc. | 0.00% | New | 810 | $202K |
| Bessemer Group Inc. | 0.00% | Add +20.4% | 772 | $193K |
| Sound Income Strategies, LLC | 0.01% | Add +2.0% | 753 | $189K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 744 | $185K |
| Colonial Trust Co / SC | 0.02% | No change | 636 | $158K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 615 | $153K |
| Financial Consulate, Inc. | 0.02% | No change | 606 | $151K |
| Clearstead Advisors, LLC | 0.00% | No change | 582 | $145K |
| Key Financial Inc | 0.03% | Add +131.2% | 564 | $140K |
| Acropolis Investment Management, LLC | 0.01% | New | 561 | $140K |
| Center for Financial Planning, Inc. | 0.01% | No change | 559 | $139K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 535 | $133K |
| Smithfield Trust Co | 0.01% | No change | 535 | $133K |
| Go Invest LLC | 0.04% | Add +2.6% | 518 | $129K |
| Rialto Wealth Management, LLC | 0.03% | No change | 500 | $124K |
| SouthState Bank Corp | 0.01% | No change | 499 | $124K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 429 | $107K |
| Evelyn Partners Asset Management Ltd | 0.03% | New | 425 | $106K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 415 | $103K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.4% | 414 | $103K |
| Asset Dedication, LLC | 0.01% | No change | 410 | $102K |
| New Republic Capital, LLC | 0.03% | Add +29.5% | 395 | $98K |
| HM Payson & Co. | 0.00% | No change | 363 | $90K |
| GW&K Investment Management, LLC | 0.00% | No change | 344 | $86K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.9% | 344 | $86K |
| Salem Investment Counselors Inc. | 0.00% | New | 299 | $74K |
| Vanguard Advisers Inc. | 0.00% | — | 289 | $72K |
| Clayton Financial Group LLC | 0.03% | No change | 257 | $64K |
| Simplex Trading, LLC | 0.00% | New | 246 | $61K |
| Bullock Wealth Management Group | 0.03% | No change | 238 | $60K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 235 | $58K |
| Dunhill Financial, LLC | 0.01% | Reduce -0.5% | 221 | $55K |
| Bokf, NA | 0.00% | No change | 216 | $54K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 214 | $54K |
| Arax Advisory Partners | 0.00% | Reduce -84.5% | 215 | $54K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -72.9% | 213 | $53K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 207 | $52K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 195 | $49K |
| Lanark Financial, Inc. | 0.00% | No change | 194 | $48K |
| International Assets Investment Management, LLC | 0.00% | No change | 189 | $47K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 188 | $47K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 188 | $47K |
| Eastern Bank | 0.00% | Reduce -56.6% | 185 | $46K |
| City Holding Co. | 0.01% | No change | 185 | $46K |
| Triumph Capital Management | 0.01% | Reduce -10.7% | 176 | $44K |
| Birchbrook, Inc. | 0.02% | No change | 158 | $39K |
| Main Street Group, LTD | 0.01% | New | 141 | $35K |
| Robinswood Financial LLC | 0.01% | Add +19.5% | 141 | $35K |
| Franklin Resources Inc. | 0.00% | No change | 131 | $33K |
| Ameriflex Group, Inc. | 0.02% | Reduce -89.9% | 127 | $32K |
| Fairway Wealth LLC | 0.01% | No change | 118 | $29K |
| Citigroup Inc. | 0.00% | Add +82.8% | 117 | $29K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $26K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 103 | $26K |
| Mascoma Wealth Management LLC | 0.01% | No change | 101 | $25K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 100 | $25K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $25K |
| CENTRAL TRUST Co | 0.00% | No change | 100 | $25K |
| Caitlin John, LLC | 0.01% | Reduce -28.1% | 97 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 95 | $24K |
| Activest Wealth Management | 0.00% | No change | 91 | $23K |
| Qube Research & Technologies Ltd | 0.00% | Add +256.0% | 89 | $22K |
| Root Financial Partners, LLC | 0.00% | Reduce -10.2% | 88 | $22K |
| Alerus Financial NA | 0.00% | Reduce -14.6% | 88 | $22K |
| Heritage Wealth Advisors | 0.00% | No change | 83 | $21K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 80 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 74 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 70 | $17K |
| Anfield Capital Management, LLC | 0.00% | No change | 63 | $16K |
| Clearstead Trust, LLC | 0.00% | No change | 63 | $16K |
| Signature Equity Partners, LLC | 0.01% | No change | 61 | $15K |
| Horizon Financial Services, LLC | 0.01% | No change | 60 | $15K |
| North Star Investment Management Corp. | 0.00% | No change | 47 | $12K |
| Princeton Global Asset Management LLC | 0.00% | No change | 44 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -34.4% | 40 | $10K |
| National Bank of Canada | 0.00% | No change | 40 | $10K |
| LGT Financial Advisors LLC | 0.05% | Add +9.1% | 36 | $9K |
| Rothschild Investment LLC | 0.00% | New | 33 | $8K |
| Van Eck Associates Corp. | 0.00% | Reduce -45.0% | 33 | $8K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 32 | $8K |
| Olistico Wealth, LLC | 0.00% | Reduce -20.6% | 27 | $7K |
| SHP Wealth Management | 0.00% | New | 24 | $6K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 22 | $5K |
| Byrne Asset Management LLC | 0.00% | No change | 20 | $5K |
| Synergy Investment Management, LLC | 0.00% | New | 20 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 13 | $4K |
| Pittenger & Anderson Inc. | 0.00% | New | 12 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | Add +22.2% | 11 | $3K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 10 | $3K |
| Ancora Advisors LLC | 0.00% | Reduce -92.4% | 9 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 4 | $1K |
"% 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.