iShares Russell Top 200 GrowIWYETF
13F holders, Q2 2026 (June 30)686holders +42
75new positions
31sold out
4famous investors
$290.25avg. 13F price*
At the end of Q2 2026, 686 institutions reported holding iShares Russell Top 200 Grow (IWY) in their 13F filings, up 42 from Q1 2026. 75 opened new positions and 31 sold out. The largest holders were Tiaa-Cref Individual & Institutional Services, LLC ($1.4B), Envestnet Portfolio Solutions, Inc. ($1.1B) and Ameriprise Financial Inc. ($1.0B). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell Top 200 Grow
- CUSIP
- 464289438
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $70.4M |
| Exits | 31 | $43.0M |
All 13F filers, Q1 2026 → Q2 2026: 1,462,181 shares bought and 4,469,100 shares sold, net −3,006,919 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 686 holders
| Tiaa-Cref Individual & Institutional Services, LLC | 4.78% | Reduce -5.8% | 4,777,201 | $1.4B |
| Envestnet Portfolio Solutions, Inc. | 5.05% | Reduce -23.3% | 3,635,042 | $1.1B |
| Ameriprise Financial Inc. | 0.21% | Reduce -0.4% | 3,526,143 | $1.0B |
| First Citizens Bank & Trust Co. | 14.89% | Reduce -24.3% | 3,425,577 | $995.5M |
| Bank of America Corp. | 0.06% | Add +0.4% | 3,371,795 | $979.9M |
| LPL Financial LLC | 0.15% | Reduce -1.6% | 2,348,860 | $682.6M |
| Morgan Stanley | 0.02% | Reduce -0.1% | 1,353,744 | $393.4M |
| Mariner, LLC | 0.30% | Reduce -28.8% | 992,209 | $288.4M |
| Commonwealth Equity Services, LLC | 0.30% | Reduce -9.7% | 828,066 | $240.7M |
| Wells Fargo & Company | 0.04% | Add +4.8% | 773,855 | $224.9M |
| AE Wealth Management LLC | 0.93% | Add +3.9% | 684,496 | $198.9M |
| Osaic Holdings, Inc. | 0.21% | Add +9.5% | 622,017 | $180.9M |
| Boulay Financial Advisors, LLC | 16.60% | Add +1.1% | 617,030 | $179.3M |
| Raymond James Financial Inc. | 0.05% | Add +5.5% | 593,910 | $172.6M |
| Atlantic Union Bankshares Corp | 2.72% | Add +12.3% | 560,723 | $163.0M |
| Victory Financial Group, LLC | 13.84% | Reduce -2.0% | 453,284 | $131.7M |
| Truist Financial Corp. | 0.15% | Reduce -3.6% | 443,280 | $128.8M |
| UBS Group AG | 0.02% | Reduce -0.5% | 424,651 | $123.4M |
| MML Investors Services, LLC | 0.24% | Add +4.0% | 410,157 | $119.2M |
| Lido Advisors, LLC | 0.42% | Reduce -5.6% | 402,312 | $116.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -16.2% | 399,156 | $116.0M |
| Cetera Investment Advisers | 0.10% | Add +2.4% | 382,891 | $111.3M |
| Wilmington Savings Fund Society, FSB | 2.34% | Reduce -3.2% | 360,678 | $104.8M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Reduce -2.1% | 352,122 | $102.3M |
| DAVENPORT & Co LLC | 0.46% | Add +40.0% | 310,652 | $90.3M |
| First Citizens Asset Management, Inc. | 27.51% | Reduce -2.2% | 296,224 | $86.1M |
| SVB Wealth LLC | 5.39% | Add +8.0% | 294,116 | $85.5M |
| Royal Bank of Canada | 0.01% | Add +2.3% | 270,034 | $78.5M |
| Bryn Mawr Trust Advisors, LLC | 3.24% | Reduce -1.2% | 255,752 | $74.3M |
| Prosperity Consulting Group, LLC | 2.71% | Reduce -15.6% | 246,540 | $71.6M |
| Kestra Advisory Services, LLC | 0.23% | Add +138.7% | 239,884 | $69.7M |
| Portfolio Strategies, Inc. | 6.47% | Reduce -8.6% | 227,020 | $66.0M |
| SOA Wealth Advisors, LLC. | 10.20% | Add +1.0% | 208,928 | $60.7M |
| Jones Financial Companies LLLP | 0.02% | Add +16.0% | 216,668 | $60.3M |
| Intelligence Driven Advisers, LLC | 9.71% | Add +0.0% | 205,851 | $59.8M |
| Wharton Business Group, LLC | 1.97% | Add +0.9% | 203,184 | $59.0M |
| Hantz Financial Services, Inc. | 0.79% | Add +4.6% | 200,440 | $58.3M |
| Tiaa Trust, National Association | 3.34% | Reduce -6.2% | 194,546 | $56.5M |
| Kingdom Financial Group LLC. | 13.46% | Add +7.8% | 181,309 | $52.7M |
| Perennial Investment Advisors, LLC | 3.41% | Add +4.4% | 175,672 | $51.1M |
| NewEdge Advisors, LLC | 0.15% | Reduce -4.3% | 172,484 | $50.1M |
| Global Retirement Partners, LLC | 0.77% | — | 172,371 | $50.1M |
| Kestra Private Wealth Services, LLC | 0.49% | Reduce -1.9% | 153,748 | $44.7M |
| Private Advisor Group, LLC | 0.20% | Add +201.1% | 152,777 | $44.4M |
| Moneco Advisors, LLC | 2.65% | Reduce -0.7% | 149,208 | $43.4M |
| Aspire Capital Advisors LLC | 8.15% | Reduce -0.8% | 144,097 | $41.9M |
| LifeWealth Investments, LLC | 10.93% | Add +6.3% | 140,725 | $40.9M |
| One Capital Management, LLC | 1.13% | No change | 162,986 | $40.6M |
| ProVise Management Group, LLC | 2.68% | Add +3.2% | 137,347 | $39.9M |
| Sterling Capital Management LLC | 0.67% | Reduce -3.3% | 134,720 | $39.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.51% | Reduce -10.6% | 134,581 | $39.1M |
| Richard P Slaughter Associates Inc | 7.61% | Reduce -7.3% | 132,048 | $38.4M |
| Waverly Advisors, LLC | 0.22% | Add +12.6% | 127,577 | $37.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +8.3% | 123,419 | $35.9M |
| Principal Financial Group Inc. | 0.02% | Add +405.3% | 118,149 | $34.3M |
| Compton Wealth Advisory Group, LLC | 6.82% | Reduce -1.2% | 117,409 | $33.8M |
| Brookstone Capital Management | 0.34% | Add +9.7% | 115,100 | $33.5M |
| Howard Bailey Securities, LLC | 12.52% | Add +2.7% | 114,885 | $33.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -8.5% | 114,671 | $33.3M |
| JPMorgan Chase & Co. | 0.00% | Add +2.0% | 103,600 | $29.6M |
| Titleist Asset Management, LLC | 1.95% | Add +4.3% | 99,554 | $28.9M |
| Merit Financial Group, LLC | 0.18% | Reduce -2.5% | 97,027 | $28.2M |
| Forum Private Client Group LLC | 7.85% | Add +3.4% | 90,802 | $26.4M |
| JSF Financial, LLC | 4.23% | Add +14.6% | 90,402 | $26.3M |
| Performance Wealth Partners, LLC | 0.65% | Add +14.6% | 89,705 | $26.1M |
| Valmark Advisers, Inc. | 0.27% | Reduce -16.9% | 87,978 | $25.6M |
| Fischer Financial Services, Inc. | 6.26% | Add +0.6% | 85,786 | $24.9M |
| Investors Research Corp | 4.25% | Reduce -1.0% | 81,693 | $23.7M |
| RTD Financial Advisors, Inc. | 2.55% | Add +3.6% | 80,599 | $23.4M |
| Arkadios Wealth Advisors | 0.35% | Add +0.1% | 77,729 | $22.6M |
| M&T Bank Corp | 0.07% | Reduce -10.1% | 76,279 | $22.2M |
| Montgomery Financial Services LLC | 18.72% | — | 74,091 | $21.5M |
| Key Capital Management, INC | 10.64% | Add +31.3% | 71,128 | $20.7M |
| Hidden Cove Wealth Management, LLC | 11.11% | Add +4.3% | 69,390 | $20.2M |
| Horst & Graben Wealth Management LLC | 2.64% | Add +18.6% | 69,778 | $20.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +266.1% | 67,480 | $19.6M |
| Stratos Wealth Partners, LTD. | 0.20% | Add +20.3% | 67,477 | $19.6M |
| Simplicity Wealth,LLC | 0.65% | Add +2.6% | 65,838 | $19.1M |
| Certified Advisory Corp | 1.54% | Add +0.5% | 65,757 | $19.1M |
| Family Capital Management, Inc. | 7.28% | Add +0.9% | 64,584 | $18.8M |
| Equity Wealth Partners, LLC | 6.72% | Add +7.5% | 64,297 | $18.7M |
| Stonebridge Financial Planning Group, LLC | 5.60% | Add +1.1% | 60,541 | $17.6M |
| Thoroughbred Financial Services, LLC | 0.84% | Reduce -0.7% | 59,933 | $17.4M |
| Atwater Malick LLC | 3.76% | Add +6.1% | 59,374 | $17.3M |
| Sculati Wealth Management, LLC | 5.69% | Add +4.2% | 60,965 | $17.0M |
| United Capital Financial Advisors, LLC | 0.09% | Add +2.6% | 55,322 | $16.1M |
| Asset Allocation Strategies LLC | 2.43% | Add +7.2% | 54,215 | $15.8M |
| Cosner Financial Group, LLC | 7.98% | Add +2.7% | 53,468 | $15.5M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +0.9% | 51,573 | $15.0M |
| Equitable Holdings, Inc. | 0.09% | Reduce -11.2% | 50,483 | $14.7M |
| Elevation Capital Advisory, LLC | 5.57% | Add +210.7% | 49,647 | $14.4M |
| Voya Investment Management LLC | 0.01% | Reduce -13.3% | 49,417 | $14.4M |
| McAdam, LLC | 0.55% | Reduce -7.6% | 49,227 | $14.3M |
| Bluesphere Advisors LLC | 4.31% | Reduce -5.5% | 48,040 | $14.0M |
| CGC Financial Services, LLC | 3.13% | Add +25.4% | 47,947 | $13.9M |
| Principal Securities, Inc. | 0.16% | Reduce -27.8% | 45,018 | $13.1M |
| Meridian Financial Partners LLC | 4.27% | Add +3.9% | 43,243 | $12.5M |
| Fifth Third Securities, Inc. | 0.71% | Reduce -1.7% | 43,048 | $12.5M |
| Bond & Devick Financial Network, Inc. | 3.02% | Add +2.9% | 42,216 | $12.3M |
| Cornerstone Wealth, LLC | 6.18% | Add +53.0% | 42,197 | $12.2M |
| Baird Financial Group, Inc. | 0.02% | Add +6.0% | 41,456 | $12.0M |
| Argent Trust Co | 0.35% | Reduce -6.0% | 41,375 | $12.0M |
| YANKCOM Partnership | 4.30% | Add +9.3% | 41,218 | $12.0M |
| IAG Wealth Partners, LLC | 1.18% | Reduce -3.3% | 40,968 | $11.9M |
| Wellington Grp LLC | 3.14% | Add +8.2% | 40,802 | $11.9M |
| Crumly & Associates Inc. | 2.24% | Reduce -1.9% | 40,226 | $11.7M |
| Benchmark Financial Wealth Advisors, LLC | 2.82% | Reduce -3.9% | 39,277 | $11.4M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -2.2% | 39,054 | $11.3M |
| Susquehanna International Group, LLP | 0.01% | New | 36,483 | $10.6M |
| Cozad Asset Management Inc. | 0.66% | Add +4.1% | 35,042 | $10.2M |
| Ameritas Advisory Services, LLC | 0.21% | Add +824.6% | 35,016 | $10.2M |
| Wealthcare Advisory Partners LLC | 0.19% | Reduce -1.6% | 34,206 | $9.9M |
| Sunrise Financial Services, LLC | 5.76% | Add +6.2% | 33,346 | $9.7M |
| Family Manage LLC | 1.01% | Reduce -4.2% | 32,971 | $9.6M |
| Burns Matteson Capital Management, LLC | 3.03% | Reduce -2.3% | 32,859 | $9.5M |
| FMR LLC | 0.00% | Add +2.1% | 32,686 | $9.5M |
| Trivium Point Advisory, LLC | 0.85% | Add +185.7% | 32,199 | $9.4M |
| Matters Capital LLC | 6.44% | Add +0.0% | 31,688 | $9.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -24.0% | 31,289 | $9.1M |
| Oak Harvest Investment Services | 0.85% | Reduce -3.3% | 31,172 | $9.1M |
| Processus Wealth & Capital Management, LLC | 5.33% | Reduce -2.9% | 30,982 | $9.0M |
| Axxcess Wealth Management, LLC | 0.14% | New | 30,927 | $9.0M |
| Providence Financial Advisors, LLC | 5.03% | Add +9.6% | 30,416 | $8.8M |
| Veridan Wealth LLC | 3.02% | Add +0.4% | 29,791 | $8.7M |
| Basso Capital Management, L.P. | 2.11% | New | 29,496 | $8.6M |
| Harbor Investment Advisory, LLC | 0.60% | Add +0.0% | 29,392 | $8.5M |
| Capital Asset Advisory Services LLC | 0.30% | Reduce -2.1% | 28,440 | $8.3M |
| Stifel Financial Corp. | 0.01% | Add +4.3% | 28,318 | $8.2M |
| D. E. Shaw & Co. | 0.01% | New | 27,724 | $8.1M |
| Everest Financial Group LLC | 1.09% | Reduce -0.1% | 27,633 | $8.0M |
| Fiduciary Group, LLC | 0.62% | Add +3.2% | 27,323 | $7.9M |
| 626 Financial, LLC | 3.10% | Reduce -13.8% | 27,291 | $7.9M |
| Compound Planning, Inc. | 0.20% | Add +10.1% | 25,823 | $7.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.7% | 25,656 | $7.5M |
| Foronjy Financial LLC | 2.68% | Reduce -11.3% | 25,094 | $7.3M |
| IFP Advisors, Inc | 0.13% | Reduce -2.5% | 24,854 | $7.2M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -1.9% | 23,285 | $6.8M |
| Symphony Financial Services, Inc. | 3.01% | Add +5.7% | 23,021 | $6.7M |
| Creative Planning | 0.00% | Add +13.5% | 22,952 | $6.7M |
| Financial Partners Group, Inc | 0.68% | Reduce -0.5% | 22,890 | $6.7M |
| US Bancorp \de | 0.01% | Add +7.3% | 22,269 | $6.5M |
| PFG Investments, LLC | 0.25% | Add +13.2% | 22,270 | $6.5M |
| Waldron Private Wealth LLC | 0.22% | Reduce -0.4% | 22,078 | $6.4M |
| Future Financial Wealth Managment LLC | 3.89% | Reduce -0.5% | 22,502 | $6.2M |
| Stephens Inc. | 0.07% | Add +2.3% | 20,804 | $6.0M |
| Farther Finance Advisors, LLC | 0.05% | Add +55.2% | 20,757 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -80.7% | 20,723 | $6.0M |
| Summit Trail Advisors, LLC | 0.08% | No change | 20,691 | $6.0M |
| Berger Financial Group, Inc | 0.30% | Reduce -7.0% | 20,505 | $6.0M |
| Mezzasalma Advisors, LLC | 1.17% | Add +6.4% | 32,471 | $5.8M |
| Milestone Investment Advisors LLC | 1.25% | Reduce -6.5% | 19,964 | $5.8M |
| Harbour Investments, Inc. | 0.07% | Reduce -13.2% | 18,919 | $5.5M |
| Kovack Advisors, Inc. | 0.26% | Reduce -50.1% | 18,877 | $5.5M |
| Summit Financial, LLC | 0.06% | Add +0.8% | 18,865 | $5.5M |
| Granville Capital, Inc. | 2.42% | No change | 18,651 | $5.4M |
| Samalin Investment Counsel, LLC | 1.74% | Reduce -0.1% | 18,598 | $5.4M |
| VestGen Advisors, LLC | 0.16% | Reduce -7.5% | 18,585 | $5.4M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -0.5% | 18,518 | $5.4M |
| Fifth Third Bancorp | 0.01% | Add +0.9% | 18,440 | $5.4M |
| Kingsview Wealth Management, LLC | 0.06% | Add +0.3% | 18,307 | $5.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +1026.9% | 18,076 | $5.3M |
| Onyx Bridge Wealth Group LLC | 0.46% | Add +27.7% | 17,437 | $5.1M |
| HRT Financial LP | 0.01% | Add +65.4% | 17,394 | $5.1M |
| PCM Encore, LLC | 0.88% | Reduce -13.5% | 17,293 | $5.0M |
| AssuredPartners Investment Advisors, LLC | 0.49% | Add +80.8% | 17,214 | $5.0M |
| Flagstar Securities, Inc. | 1.50% | Reduce -1.2% | 17,055 | $5.0M |
| Cyndeo Wealth Partners, LLC | 0.23% | Reduce -2.9% | 16,869 | $4.9M |
| FWG Investments, LLC. | 2.58% | Reduce -1.5% | 16,809 | $4.9M |
| Nwam LLC | 0.24% | Reduce -0.8% | 16,681 | $4.8M |
| Gradient Investments LLC | 0.07% | Add +9.6% | 16,519 | $4.8M |
| Nova Wealth Management, Inc. | 2.58% | Reduce -5.2% | 16,098 | $4.7M |
| Fidelis Capital Partners, LLC | 0.27% | Reduce -0.9% | 16,081 | $4.7M |
| RFG Advisory, LLC | 0.07% | Reduce -33.4% | 15,889 | $4.6M |
| Betterment LLC | 0.01% | Reduce -20.4% | 15,810 | $4.6M |
| Carolina Wealth Management Inc | 2.10% | — | 15,714 | $4.6M |
| Avior Wealth Management, LLC | 0.12% | Reduce -3.1% | 15,380 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -39.8% | 15,097 | $4.4M |
| Concorde Asset Management, LLC | 2.53% | Reduce -7.1% | 15,043 | $4.4M |
| Quest 10 Wealth Builders, Inc. | 3.33% | Add +9.2% | 14,731 | $4.3M |
| Cooper Financial Group | 0.35% | Add +4.2% | 14,671 | $4.3M |
| Sovran Advisors, LLC | 0.32% | Add +0.9% | 15,591 | $4.2M |
| Brown Advisory Inc. | 0.01% | Reduce -7.8% | 14,527 | $4.2M |
| OneDigital Investment Advisors LLC | 0.04% | Add +29.6% | 14,380 | $4.2M |
| Kelly Financial Group LLC | 0.90% | Reduce -1.6% | 13,985 | $4.1M |
| Financial Freedom, LLC | 1.84% | Reduce -1.6% | 13,821 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +20.0% | 13,733 | $4.0M |
| Mgo One Seven LLC | 0.07% | Reduce -2.6% | 13,724 | $4.0M |
| WCG Wealth Advisors LLC | 0.09% | Add +18.1% | 13,620 | $4.0M |
| Nicolet Bankshares Inc. | 0.13% | New | 13,708 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.2% | 13,490 | $3.9M |
| Florida Financial Advisors, LLC | 0.66% | Add +2.3% | 13,437 | $3.9M |
| Visionary Wealth Advisors | 0.15% | Add +0.9% | 13,338 | $3.9M |
| Stokes Capital Advisors, LLC | 0.83% | Reduce -3.6% | 13,264 | $3.9M |
| Focus Partners Wealth | 0.00% | Add +5.1% | 12,998 | $3.8M |
| Global Wealth Management Investment Advisory, Inc. | 0.53% | Reduce -0.8% | 12,808 | $3.7M |
| LaSalle St. Investment Advisors, LLC | 0.45% | Add +0.5% | 12,706 | $3.7M |
| Keel Point, LLC | 0.21% | Reduce -0.8% | 12,493 | $3.6M |
| Benchmark Financial, LLC | 2.93% | Add +1.6% | 12,364 | $3.6M |
| Belpointe Asset Management LLC | 0.12% | Reduce -15.0% | 12,281 | $3.6M |
| Empire Life Investments Inc. | 0.20% | Reduce -48.1% | 12,197 | $3.5M |
| Advyzon Investment Management, LLC | 0.26% | Add +9.0% | 12,163 | $3.5M |
| Vantus Wealth LLC | 1.88% | — | 12,074 | $3.5M |
| OxenFree Capital LLC | 1.54% | Reduce -5.7% | 11,840 | $3.4M |
| Fifth Third Wealth Advisors LLC | 0.09% | Add +5.6% | 11,538 | $3.4M |
| Rhodes Investment Advisors Inc. | 2.46% | Add +1.0% | 11,515 | $3.3M |
| Fortis Capital Advisors, LLC | 0.38% | Reduce -20.4% | 11,501 | $3.3M |
| Advisory Services Network, LLC | 0.04% | Reduce -0.8% | 11,155 | $3.2M |
| Blair William & Co. | 0.01% | Add +0.2% | 11,133 | $3.2M |
| Valued Retirements, Inc. | 2.88% | Reduce -9.4% | 11,019 | $3.2M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +1.1% | 10,962 | $3.2M |
| &partners | 0.01% | Add +8.7% | 10,931 | $3.2M |
| Stratos Wealth Advisors, LLC | 0.17% | Reduce -0.2% | 10,925 | $3.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.85% | Reduce -6.1% | 10,873 | $3.2M |
| Signal Advisors Wealth, LLC | 0.17% | Reduce -4.8% | 10,861 | $3.2M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -1.3% | 10,483 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.6% | 10,169 | $3.0M |
| Renaissance Technologies | 0.00% | Reduce -52.3% | 10,160 | $3.0M |
| AdvisorNet Financial, Inc | 0.13% | Add +0.9% | 10,031 | $2.9M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.6% | 9,933 | $2.9M |
| Inscription Capital, LLC | 0.26% | Add +3.9% | 9,930 | $2.9M |
| WJ Wealth Management, LLC | 1.14% | Reduce -44.5% | 9,901 | $2.9M |
| Independent Financial Group, LLC | 0.05% | Add +16.7% | 9,719 | $2.8M |
| Midwest Trust Co | 0.03% | Add +15.4% | 9,698 | $2.8M |
| Fingerlakes Wealth Management, Inc. | 1.48% | Add +11.9% | 9,468 | $2.8M |
| Independent Advisor Alliance | 0.06% | Reduce -87.2% | 9,435 | $2.7M |
| Jump Financial, LLC | 0.03% | Reduce -69.7% | 9,121 | $2.7M |
| Dover Advisors, LLC | 1.08% | Add +11.3% | 9,556 | $2.6M |
| Ieq Capital, LLC | 0.01% | Reduce -41.4% | 9,039 | $2.6M |
| Bawa N Mallick Trust | 0.85% | Add +12.6% | 9,010 | $2.6M |
| Focus Financial Network, Inc. | 0.08% | Add +1.1% | 8,973 | $2.6M |
| Strategic Blueprint, LLC | 0.13% | Add +63.5% | 8,959 | $2.6M |
| Whelan Financial | 0.71% | Reduce -7.4% | 8,957 | $2.6M |
| SCS Capital Management LLC | 0.02% | No change | 8,950 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -21.2% | 8,926 | $2.6M |
| Private Trust Co. NA | 0.21% | Reduce -3.6% | 8,830 | $2.6M |
| Perspective Wealth Advisors LLC | 1.41% | Add +1.9% | 8,794 | $2.6M |
| Mayflower Financial Advisors, LLC | 0.22% | Add +24.4% | 8,686 | $2.5M |
| Waterloo Capital, L.P. | 0.14% | New | 8,686 | $2.5M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +2.4% | 8,613 | $2.5M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.9% | 8,613 | $2.5M |
| Venture Visionary Partners LLC | 0.07% | Reduce -0.9% | 8,554 | $2.5M |
| MAI Capital Management | 0.01% | Add +23.3% | 8,542 | $2.5M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +1019.2% | 8,327 | $2.4M |
| Bouvel Investment Partners, LLC | 0.54% | Reduce -61.8% | 8,254 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +11.4% | 8,142 | $2.4M |
| Lloyd Advisory Services, LLC. | 0.91% | Reduce -95.2% | 8,072 | $2.3M |
| Western Wealth Management, LLC | 0.08% | Reduce -9.4% | 8,002 | $2.3M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -8.5% | 7,909 | $2.3M |
| FLP Wealth Management, LLC | 4.06% | Add +14.5% | 7,852 | $2.3M |
| Arcadia Wealth Management, LLC | 0.70% | Reduce -4.1% | 7,693 | $2.2M |
| Meridian Wealth Management, LLC | 0.07% | Add +9.9% | 7,683 | $2.2M |
| Sovereign Financial Group, Inc. | 0.34% | Reduce -0.5% | 7,664 | $2.2M |
| Post Resch Tallon Group Inc. | 1.53% | Reduce -2.3% | 7,613 | $2.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -25.9% | 7,604 | $2.2M |
| Nuveen, LLC | 0.00% | New | 7,503 | $2.2M |
| Patton Albertson Miller Group, LLC | 0.21% | Reduce -37.6% | 7,433 | $2.2M |
| Liberty Square Wealth Partners LLC | 0.51% | Reduce -0.3% | 7,332 | $2.1M |
| Prospera Financial Services Inc | 0.03% | Add +69.0% | 7,319 | $2.1M |
| Leavell Investment Management, Inc. | 0.08% | Reduce -4.7% | 7,236 | $2.1M |
| Tactive Advisors, LLC | 0.51% | Add +3.1% | 7,112 | $2.1M |
| Decker Retirement Planning Inc. | 0.70% | Reduce -3.4% | 7,029 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 7,000 | $2.0M |
| Accurate Wealth Management, LLC | 0.19% | Add +22.0% | 6,956 | $2.0M |
| AQR Capital Management | 0.00% | Add +10.2% | 6,941 | $2.0M |
| Mason & Associates, LLC | 0.42% | Add +0.0% | 6,933 | $2.0M |
| Caprock Group, LLC | 0.04% | New | 6,856 | $2.0M |
| Cornerstone Planning Group LLC | 0.25% | Add +0.1% | 6,993 | $2.0M |
| WBH Advisory Inc. | 0.13% | Add +3.2% | 6,733 | $2.0M |
| New England Private Wealth Advisors LLC | 0.19% | Add +0.1% | 7,097 | $2.0M |
| Centennial Advisors, LLC | 2.32% | Reduce -2.7% | 6,686 | $1.9M |
| Wick Capital Partners, LLC | 0.29% | No change | 6,677 | $1.9M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.9% | 6,616 | $1.9M |
| SageView Advisory Group, LLC | 0.06% | Reduce -0.6% | 6,434 | $1.9M |
| Stratos Investment Management, LLC | 0.06% | Reduce -4.5% | 6,102 | $1.8M |
| XTX Topco Ltd | 0.02% | Reduce -68.3% | 5,916 | $1.7M |
| Savvy Advisors, Inc. | 0.04% | Reduce -0.2% | 5,816 | $1.7M |
| Money Concepts Capital Corp. | 0.08% | Reduce -32.4% | 5,705 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.1% | 5,701 | $1.7M |
| Tailwinds Wealth, LLC | 0.96% | New | 5,617 | $1.6M |
| Vise Technologies, Inc. | 0.02% | Add +191.4% | 5,565 | $1.6M |
| SMART Wealth LLC | 0.35% | Reduce -4.2% | 5,515 | $1.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -1.3% | 5,504 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Add +7.5% | 5,308 | $1.5M |
| Patten & Patten Inc. | 0.08% | No change | 5,221 | $1.5M |
| Benjamin Edwards Inc. | 0.01% | Add +6.0% | 5,057 | $1.5M |
| Wedmont Private Capital | 0.04% | Add +0.0% | 5,038 | $1.5M |
| Werba Rubin Papier Wealth Management | 0.18% | Add +0.1% | 5,016 | $1.5M |
| MBL Wealth, LLC | 0.10% | No change | 5,000 | $1.5M |
| IHT Wealth Management, LLC | 0.03% | Reduce -6.8% | 4,953 | $1.4M |
| Allworth Financial LP | 0.01% | Add +2.1% | 4,920 | $1.4M |
| Strategic Financial Concepts, LLC | 0.42% | Reduce -29.6% | 4,853 | $1.4M |
| Dagco, Inc. | 0.26% | New | 4,828 | $1.4M |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -50.0% | 4,786 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -10.7% | 4,732 | $1.4M |
| World Investment Advisors | 0.02% | Add +0.3% | 5,366 | $1.4M |
| Legacy Edge Advisors, LLC | 0.12% | Reduce -8.4% | 4,670 | $1.4M |
| Keating Financial Advisory Services, Inc. | 0.18% | Reduce -2.9% | 4,623 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.1% | 4,613 | $1.3M |
| GeoWealth Management, LLC | 0.04% | Add +5.9% | 4,601 | $1.3M |
| KERR FINANCIAL PLANNING Corp | 1.48% | Reduce -0.8% | 4,571 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -3.4% | 4,522 | $1.3M |
| Citadel Advisors | 0.00% | New | 4,490 | $1.3M |
| Savant Capital, LLC | 0.00% | No change | 4,297 | $1.2M |
| Pallas Capital Advisors LLC | 0.04% | No change | 4,271 | $1.2M |
| Stewardship Advisors, LLC | 0.26% | Add +0.1% | 4,243 | $1.2M |
| Geneos Wealth Management Inc. | 0.02% | Reduce -3.7% | 4,204 | $1.2M |
| BCGM Wealth Management, LLC | 0.25% | Reduce -22.2% | 4,101 | $1.2M |
| Ameliora Wealth Management Ltd. | 0.35% | Reduce -76.4% | 4,068 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 4,024 | $1.2M |
| Hilltop Holdings Inc. | 0.09% | Reduce -11.2% | 3,981 | $1.2M |
| Northeast Planning Associates, Inc. / NH / | 0.86% | Reduce -51.3% | 4,199 | $1.1M |
| Catalyst Financial Partners LLC | 0.11% | Reduce -16.6% | 3,883 | $1.1M |
| Seros Financial, LLC | 0.58% | Reduce -7.5% | 3,826 | $1.1M |
| Round Rock Advisors LLC | 0.14% | Add +1.7% | 3,807 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.0% | 3,796 | $1.1M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -12.4% | 3,747 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +2.2% | 3,747 | $1.1M |
| Confluence Wealth Services, Inc. | 0.03% | Add +10.2% | 3,682 | $1.1M |
| Kohmann Bosshard Financial Services, LLC | 0.09% | Add +1.6% | 3,666 | $1.1M |
| Sugar Maple Asset Management, LLC | 0.69% | Reduce -12.7% | 3,665 | $1.1M |
| BlackRock, Inc. | 0.00% | No change | 3,635 | $1.1M |
| Truvestments Capital LLC | 0.16% | Reduce -2.2% | 3,630 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.57% | No change | 3,609 | $1.0M |
| Redwood Financial Network Corp | 0.58% | Reduce -2.0% | 3,587 | $1.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -6.7% | 3,566 | $1.0M |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -4.3% | 3,562 | $1.0M |
| Optivise Advisory Services LLC | 0.52% | Add +5.3% | 3,515 | $1.0M |
| FSA Advisors, Inc. | 0.46% | Add +9.1% | 3,480 | $1.0M |
| HUB Investment Partners, LLC | 0.02% | New | 3,438 | $999K |
| Compass Financial Services Inc | 0.37% | Add +0.0% | 3,436 | $999K |
| Focused Alpha, LLC | 0.25% | Add +57.1% | 3,380 | $982K |
| Quantinno Capital Management LP | 0.00% | Reduce -0.6% | 3,335 | $969K |
| Colton Groome Financial Advisors, LLC | 0.23% | New | 3,330 | $968K |
| Advisory Alpha, LLC | 0.02% | Add +0.2% | 3,313 | $963K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +44.9% | 3,298 | $958K |
| Prospect Financial Services LLC | 0.48% | Add +2.3% | 3,281 | $954K |
| Clear Harbor Asset Management, LLC | 0.06% | New | 3,273 | $951K |
| Larson Financial Group LLC | 0.02% | Reduce -1.1% | 3,253 | $945K |
| Golden State Wealth Management, LLC | 0.09% | Reduce -37.9% | 3,229 | $938K |
| Cary Street Partners Financial LLC | 0.02% | No change | 3,229 | $938K |
| HBK Sorce Advisory LLC | 0.02% | Add +9.4% | 3,213 | $931K |
| Westco Advisory Services Inc. | 0.56% | Reduce -5.3% | 3,192 | $928K |
| Essex Financial Services, Inc. | 0.05% | Add +0.0% | 3,176 | $923K |
| Networth Advisors, LLC | 0.53% | Reduce -4.6% | 3,118 | $906K |
| Keybank National Association | 0.00% | No change | 3,081 | $895K |
| Rossby Financial, LCC | 0.16% | Add +61.7% | 3,057 | $888K |
| Merkkuri Wealth Advisors LLC | 0.54% | Reduce -11.5% | 2,996 | $871K |
| Founders Financial Alliance, LLC | 0.12% | Reduce -1.7% | 2,994 | $870K |
| Ballast Advisors LLC | 0.21% | No change | 2,969 | $863K |
| Park Avenue Securities LLC | 0.01% | Reduce -8.8% | 2,894 | $841K |
| Key Client Fiduciary Advisors, LLC | 0.24% | Reduce -1.8% | 2,825 | $821K |
| Regions Financial Corp. | 0.00% | Add +4.2% | 2,810 | $817K |
| Tower Bridge Advisors | 0.07% | Reduce -3.5% | 2,800 | $814K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +9.2% | 2,795 | $812K |
| Wealthspire Advisors, LLC | 0.00% | Add +4.4% | 2,788 | $810K |
| Sowell Financial Services LLC | 0.03% | Add +17.8% | 2,785 | $809K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +66.4% | 2,770 | $805K |
| Darwin Wealth Management, LLC | 0.22% | Reduce -4.0% | 2,751 | $800K |
| Triad Wealth Partners, LLC | 0.05% | Reduce -67.0% | 2,811 | $793K |
| REAP Financial Group, LLC | 0.13% | Add +0.0% | 2,698 | $784K |
| Elm3 Financial Group, LLC | 0.53% | Reduce -3.1% | 2,660 | $773K |
| Orgel Wealth Management, LLC | 0.01% | New | 2,635 | $766K |
| SIMA Wealth Partners, LLC | 0.54% | No change | 2,634 | $765K |
| Fortitude Family Office, LLC | 0.15% | No change | 2,610 | $759K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -6.6% | 2,582 | $750K |
| GenWealth Group, Inc. | 0.12% | Reduce -16.3% | 2,558 | $743K |
| Montag A & Associates Inc. | 0.03% | Reduce -0.5% | 2,536 | $737K |
| J. M. Brown & Associates Inc. | 0.42% | — | 2,506 | $728K |
| N.E.W. Advisory Services LLC | 0.05% | Add +0.1% | 2,500 | $727K |
| American Trust | 0.06% | Add +1.3% | 2,473 | $719K |
| Neuberger Berman Group LLC | 0.00% | No change | 2,457 | $714K |
| ArchPoint Investors | 0.15% | No change | 2,450 | $712K |
| Trademark Financial Management, LLC | 0.29% | Add +134.1% | 2,437 | $708K |
| Diversified Trust Co. | 0.01% | No change | 2,436 | $708K |
| Yoder Wealth Management, Inc. | 0.27% | No change | 2,411 | $701K |
| Mueller Wealth, LLC | 0.48% | Reduce -19.6% | 2,409 | $700K |
| Composition Wealth, LLC | 0.01% | Reduce -13.1% | 2,403 | $698K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +2.3% | 2,362 | $686K |
| AMG National Trust Bank | 0.01% | Reduce -1.7% | 2,355 | $684K |
| Apella Capital, LLC | 0.01% | Reduce -4.0% | 2,403 | $682K |
| Russell Investments Group, Ltd. | 0.00% | Add +43.8% | 2,337 | $679K |
| Level Four Advisory Services, LLC | 0.02% | Add +5.7% | 2,327 | $676K |
| AlphaCore Capital LLC | 0.01% | Add +21.5% | 2,325 | $676K |
| Pacific Financial Group Inc. | 0.32% | Add +0.1% | 2,321 | $674K |
| CoreCap Advisors, LLC | 0.02% | Add +6.8% | 2,320 | $674K |
| HRC Wealth Management, LLC | 0.28% | Add +0.1% | 2,318 | $674K |
| Stronghold Wealth Management L.L.C. | 0.89% | Reduce -3.5% | 2,300 | $668K |
| TCP Asset Management, LLC | 0.07% | Add +2.0% | 2,273 | $661K |
| Parallel Advisors, LLC | 0.01% | Reduce -17.9% | 2,267 | $659K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -1.3% | 2,201 | $640K |
| Landing Point Financial Group, LLC | 0.22% | Reduce -61.3% | 2,194 | $638K |
| Barnes Wealth Management Group, Inc | 0.29% | Add +4.7% | 2,171 | $631K |
| PTM Wealth Management, LLC | 0.28% | Reduce -8.5% | 2,290 | $629K |
| EP Wealth Advisors, LLC | 0.00% | Add +18.0% | 2,162 | $628K |
| Capital Analysts, LLC | 0.01% | Reduce -4.0% | 2,152 | $626K |
| FSB Premier Wealth Management, Inc. | 0.18% | Add +0.1% | 2,139 | $622K |
| Revolve Wealth Partners, LLC | 0.06% | No change | 2,126 | $618K |
| MidAtlantic Capital Management, Inc. | 0.38% | No change | 2,123 | $617K |
| Smith Shellnut Wilson LLC | 0.23% | Add +32.2% | 2,090 | $607K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -27.5% | 2,049 | $595K |
| Secure Asset Management, LLC | 0.08% | Reduce -45.1% | 2,018 | $587K |
| Daviman Financial, LLC | 0.32% | Reduce -0.6% | 2,014 | $585K |
| Heritage Trust Co | 0.05% | Reduce -0.2% | 2,014 | $585K |
| Beacon Financial Advisory LLC | 0.12% | Reduce -0.7% | 2,013 | $585K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -52.6% | 2,002 | $582K |
| Simon Quick Advisors, LLC | 0.02% | New | 2,001 | $581K |
| Capital Advisors Wealth Management, LLC | 0.07% | No change | 1,996 | $580K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -3.0% | 1,984 | $577K |
| Alpha Financial Partners LLC | 0.30% | Add +0.1% | 1,960 | $570K |
| Cyr Financial Inc. | 0.29% | Reduce -1.2% | 1,947 | $566K |
| Able Wealth Management LLC | 0.13% | Reduce -38.5% | 1,928 | $560K |
| Harvest Investment Services, LLC | 0.09% | Add +7.0% | 1,919 | $558K |
| Granite Islands Private Wealth, LLC | 0.41% | New | 1,917 | $556K |
| Safeguard Investment Advisory Group, LLC | 0.13% | Add +0.1% | 1,899 | $552K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +2.6% | 1,875 | $545K |
| Rothschild Wealth LLC | 0.04% | Reduce -0.1% | 1,875 | $545K |
| Redstone Wealth Management, LLC | 0.36% | Reduce -69.3% | 1,873 | $544K |
| Tounjian Advisory Partners, LLC | 0.23% | New | 1,872 | $544K |
| Mattson Financial Services, LLC | 0.11% | Add +2.0% | 1,913 | $543K |
| Evolution Wealth Management Inc. | 0.32% | No change | 1,852 | $538K |
| Seven Mile Advisory | 0.36% | New | 1,851 | $538K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 1,841 | $535K |
| National Wealth Management Group, LLC | 0.16% | Reduce -0.7% | 1,834 | $533K |
| Tennessee Valley Asset Management Partners | 0.06% | Reduce -16.8% | 1,822 | $529K |
| Integrated Advisors Network LLC | 0.02% | No change | 1,811 | $526K |
| LifePlan Investment Advisors, Inc. | 0.18% | Add +6.7% | 1,802 | $524K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,795 | $522K |
| Investor's Fiduciary Advisor Network, LLC | 0.18% | Reduce -29.5% | 1,791 | $520K |
| HighPoint Advisor Group LLC | 0.02% | Add +2.1% | 1,783 | $518K |
| Prasad Wealth Partners, LLC | 0.12% | Add +0.1% | 1,780 | $517K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 1,778 | $517K |
| HBW Advisory Services LLC | 0.05% | Add +4.5% | 1,761 | $512K |
| IFG Advisory, LLC | 0.02% | New | 1,756 | $510K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,736 | $505K |
| Strive Financial Group ,LLC | 0.22% | Reduce -0.8% | 1,722 | $500K |
| Instrumental Wealth, LLC | 0.25% | Add +0.7% | 1,694 | $492K |
| D.A. Davidson & Co. | 0.00% | Add +38.1% | 1,692 | $492K |
| Comprehensive Financial Planning, Inc. | 0.26% | Add +0.1% | 1,667 | $485K |
| Auxano Advisors, LLC | 0.09% | Reduce -28.2% | 1,660 | $482K |
| HB Wealth Management, LLC | 0.00% | No change | 1,627 | $473K |
| Synergy Asset Management, LLC | 0.04% | Reduce -22.4% | 1,619 | $471K |
| Maripau Wealth Management LLC | 0.17% | Reduce -1.5% | 1,614 | $469K |
| Total Clarity Wealth Management, Inc. | 0.09% | Reduce -5.3% | 1,585 | $461K |
| Arvest Bank Trust Division | 0.02% | No change | 1,577 | $458K |
| GWN Securities Inc. | 0.08% | Reduce -10.3% | 1,573 | $457K |
| Proficio Capital Partners LLC | 0.02% | Add +2.6% | 1,565 | $455K |
| LexAurum Advisors, LLC | 0.05% | Reduce -1.1% | 1,551 | $451K |
| NBT Bank, N.A. | 0.03% | No change | 1,530 | $445K |
| United Advisor Group, LLC | 0.05% | Add +4.0% | 1,525 | $443K |
| Blom & Howell Financial Planning, Inc. | 0.36% | Reduce -1.7% | 1,487 | $432K |
| NWF Advisory Services Inc. | 0.04% | Reduce -1.9% | 1,472 | $428K |
| Rodgers & Associates, LTD | 0.04% | No change | 1,471 | $428K |
| Ethos Financial Group, LLC | 0.03% | New | 1,599 | $425K |
| Verum Partners LLC | 0.06% | Reduce -2.9% | 1,454 | $423K |
| Krilogy Financial LLC | 0.01% | Add +0.1% | 1,453 | $422K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 1,451 | $422K |
| PFG Advisors | 0.02% | Add +0.1% | 1,444 | $420K |
| Verus Capital Partners, LLC | 0.02% | No change | 1,427 | $415K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.1% | 1,424 | $414K |
| Sandy Cove Advisors, LLC | 0.10% | No change | 1,419 | $412K |
| DDD Partners, LLC | 0.03% | No change | 1,410 | $410K |
| BCU Wealth Advisors, LLC | 0.14% | Add +0.1% | 1,403 | $408K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 1,396 | $406K |
| Novak & Powell Financial Services, Inc. | 0.19% | No change | 1,380 | $401K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -20.1% | 1,380 | $401K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 1,380 | $401K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +20.4% | 1,367 | $397K |
| Rooted Wealth Advisors, Inc. | 0.10% | Reduce -1.3% | 1,363 | $396K |
| Retireful, LLC | 0.37% | No change | 1,393 | $395K |
| 1832 Asset Management L.P. | 0.00% | No change | 1,345 | $391K |
| Arax Advisory Partners | 0.00% | Add +524.2% | 1,342 | $390K |
| Kelly Financial Services LLC | 0.08% | Reduce -0.1% | 1,336 | $388K |
| Fermata Advisors, LLC | 0.08% | Reduce -0.4% | 1,333 | $387K |
| Fortress Private Ledger, LLC | 0.11% | Add +15.3% | 1,333 | $387K |
| Parvin Asset Management, LLC | 0.31% | No change | 1,330 | $387K |
| Mather Group, Llc. | 0.00% | Add +0.1% | 1,322 | $384K |
| Operose Advisors LLC | 0.07% | New | 1,320 | $384K |
| Forefront Wealth Partners, LLC | 0.12% | New | 1,317 | $383K |
| Kiley Juergens Wealth Management, LLC | 0.06% | No change | 1,305 | $379K |
| Aptus Capital Advisors, LLC | 0.00% | Add +17.2% | 1,297 | $377K |
| Heck Capital Advisors, LLC | 0.02% | Reduce -81.2% | 1,285 | $373K |
| Fiduciary Alliance LLC | 0.03% | No change | 1,275 | $370K |
| Wedbush Securities Inc. | 0.01% | Add +39.3% | 1,273 | $370K |
| Aft, Forsyth & Company, Inc. | 0.18% | Add +0.1% | 1,272 | $370K |
| Independent Wealth Advisors LLC | 0.33% | No change | 1,267 | $368K |
| Carnegie Investment Counsel | 0.01% | No change | 1,240 | $360K |
| Kestra Investment Management, LLC | 0.01% | New | 1,239 | $360K |
| Astoria Portfolio Advisors LLC. | 0.06% | New | 1,234 | $359K |
| Private Wealth Group, LLC | 0.14% | New | 1,221 | $355K |
| TFO Wealth Partners, LLC | 0.04% | Add +0.1% | 1,219 | $354K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,214 | $353K |
| Tenzing Financial LLC | 0.24% | New | 1,226 | $353K |
| RiverGlades Family Offices LLC | 0.16% | New | 1,211 | $352K |
| Members Wealth LLC | 0.19% | Reduce -9.8% | 1,203 | $350K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,200 | $349K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 1,194 | $347K |
| Invesco Ltd. | 0.00% | New | 1,194 | $347K |
| XY Planning Network, Inc. | 0.04% | No change | 1,175 | $341K |
| Sei Investments Co. | 0.00% | Add +32.3% | 1,168 | $339K |
| Dudley Capital Management, LLC | 0.14% | Add +2.3% | 1,161 | $337K |
| Corient Private Wealth LP | 0.00% | Reduce -46.7% | 1,157 | $336K |
| Citizens Financial Group Inc. | 0.00% | New | 1,153 | $335K |
| Rockport Wealth LLC | 0.06% | No change | 1,150 | $334K |
| Life Planning Partners, Inc | 0.25% | No change | 1,142 | $332K |
| Headlands Technologies LLC | 0.04% | Add +34.2% | 1,139 | $331K |
| Moors & Cabot, Inc. | 0.01% | No change | 1,137 | $330K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 1,136 | $330K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | Add +0.1% | 1,123 | $326K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,114 | $324K |
| Smartleaf Asset Management LLC | 0.01% | No change | 1,130 | $323K |
| Fiduciary Family Office, LLC | 0.08% | No change | 1,065 | $310K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -28.1% | 1,060 | $308K |
| Harbor Asset Planning, Inc. | 0.23% | No change | 1,056 | $307K |
| Obsidian Cio, LLC | 0.23% | Reduce -1.7% | 1,042 | $303K |
| QRG Capital Management, Inc. | 0.00% | Add +28.1% | 1,038 | $302K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Add +0.1% | 1,030 | $299K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,023 | $297K |
| Pinnacle Associates Ltd. | 0.00% | No change | 1,023 | $297K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +22.9% | 1,004 | $292K |
| Cannon Wealth Management Services, LLC | 0.16% | No change | 995 | $289K |
| Chemung Canal Trust Co. | 0.05% | Reduce -22.1% | 987 | $287K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.10% | — | 982 | $285K |
| Mason & Associates Inc | 0.05% | Reduce -15.5% | 979 | $285K |
| Avestar Capital, LLC | 0.02% | New | 979 | $285K |
| James Investment Research, Inc. | 0.03% | Reduce -2.1% | 976 | $284K |
| MY Wealth Management Inc. | 0.20% | Reduce -6.6% | 968 | $281K |
| Aprio Wealth Management, LLC | 0.01% | Add +0.1% | 968 | $281K |
| Manchester Financial Inc. | 0.05% | Add +11.3% | 964 | $280K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 961 | $279K |
| Americana Partners, LLC | 0.01% | No change | 931 | $271K |
| Pacific Sun Financial Corp | 0.11% | Reduce -11.8% | 927 | $269K |
| Financial Council, LLC | 0.09% | No change | 926 | $269K |
| Coquina Private Wealth LLC | 0.18% | No change | 924 | $269K |
| Calton & Associates, Inc. | 0.04% | Reduce -27.5% | 916 | $266K |
| MW Advisory, LLC | 0.11% | — | 915 | $266K |
| Wealth Alliance, LLC | 0.02% | Reduce -2.4% | 912 | $265K |
| L & S Advisors Inc | 0.03% | No change | 906 | $263K |
| Intrepid Capital Management Inc. | 0.11% | Reduce -12.4% | 897 | $261K |
| Snowden Capital Advisors LLC | 0.01% | No change | 891 | $259K |
| First National Trust Co | 0.01% | No change | 880 | $256K |
| Spire Wealth Management | 0.01% | Reduce -87.5% | 879 | $256K |
| Slagle Financial, LLC | 0.08% | Reduce -2.3% | 867 | $252K |
| Flputnam Investment Management Co. | 0.00% | New | 1,026 | $251K |
| Centerpoint Advisory Group | 0.16% | No change | 865 | $251K |
| Creative Financial Designs Inc. | 0.01% | Add +3.4% | 863 | $251K |
| Rather & Kittrell, Inc. | 0.03% | No change | 860 | $250K |
| Quotient Wealth Partners, LLC | 0.01% | New | 858 | $249K |
| Legacy Financial Advisors, Inc. | 0.03% | Add +3.0% | 848 | $246K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -1.1% | 847 | $246K |
| Goldstein Advisors, LLC | 0.02% | Reduce -14.9% | 846 | $246K |
| Wisconsin Wealth Advisors, LLC | 0.21% | New | 844 | $245K |
| Haverford Trust Co | 0.00% | No change | 842 | $245K |
| Persium Advisors, LLC | 0.16% | No change | 837 | $243K |
| NFSG Corp | 0.03% | Reduce -10.4% | 828 | $241K |
| Drive Wealth Management, LLC | 0.04% | No change | 826 | $240K |
| Elevation Point Wealth Partners, LLC | 0.00% | No change | 824 | $239K |
| Bravias Capital Group, LLC | 0.14% | No change | 823 | $239K |
| Citigroup Inc. | 0.00% | Add +602.6% | 822 | $239K |
| Red Door Wealth Management, LLC | 0.02% | Add +0.1% | 820 | $238K |
| Townsend Asset Management Corp. /NC/ | 0.08% | Reduce -7.6% | 813 | $236K |
| Sterling Investment Advisors, Ltd. | 0.04% | No change | 810 | $235K |
| Warner Financial, Inc. | 0.07% | New | 809 | $235K |
| Assetmark, Inc. | 0.00% | Reduce -2.5% | 806 | $234K |
| Zacks Investment Management | 0.00% | New | 802 | $233K |
| Two Sigma Investments, LP | 0.00% | Reduce -99.7% | 800 | $232K |
| Prostatis Group LLC | 0.05% | New | 799 | $232K |
| Cordatus Wealth Management LLC | 0.05% | New | 799 | $232K |
| Connecticut Wealth Management, LLC | 0.01% | New | 798 | $232K |
| Partners in Financial Planning | 0.04% | New | 796 | $231K |
| Marino, Stram & Associates LLC | 0.04% | New | 791 | $230K |
| Rice Partnership, LLC | 0.03% | New | 790 | $230K |
| Fiduciary Trust Co | 0.00% | New | 783 | $228K |
| Oppenheimer & Co. Inc. | 0.00% | New | 777 | $226K |
| Family Investment Center, Inc. | 0.04% | New | 774 | $225K |
| CWA Asset Management Group, LLC | 0.01% | New | 753 | $219K |
| Peachtree Investment Partners, LLC | 0.07% | New | 750 | $218K |
| Willner & Heller, LLC | 0.14% | New | 749 | $218K |
| Founders Financial Securities LLC | 0.01% | Reduce -13.6% | 744 | $216K |
| Sound Income Strategies, LLC | 0.01% | Reduce -1.6% | 741 | $215K |
| PUREfi Wealth, LLC | 0.12% | New | 739 | $215K |
| Ring Mountain Capital, LLC | 0.09% | New | 739 | $215K |
| Root Financial Partners, LLC | 0.01% | Add +736.4% | 736 | $214K |
| Cedar Wealth Management, LLC | 0.05% | New | 722 | $210K |
| Valeo Financial Advisors, LLC | 0.00% | New | 721 | $209K |
| IFG Advisors, LLC | 0.03% | New | 712 | $207K |
| CFC Planning Co LLC | 0.12% | New | 710 | $206K |
| MBE Wealth Management, LLC | 0.07% | New | 708 | $206K |
| Quantbot Technologies LP | 0.01% | New | 701 | $204K |
| Kinetic Wealth Investment Advisors LLC | 0.10% | — | 699 | $203K |
| Cibc World Market Inc. | 0.00% | New | 697 | $203K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | New | 694 | $202K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 694 | $202K |
| Centaurus Financial, Inc. | 0.01% | Reduce -38.2% | 682 | $198K |
| Bessemer Group Inc. | 0.00% | Reduce -17.0% | 641 | $186K |
| Colonial Trust Co / SC | 0.02% | No change | 636 | $185K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 615 | $179K |
| Financial Consulate, Inc. | 0.02% | No change | 606 | $176K |
| Clearstead Advisors, LLC | 0.00% | No change | 582 | $169K |
| Key Financial Inc | 0.03% | No change | 564 | $164K |
| Acropolis Investment Management, LLC | 0.01% | No change | 561 | $163K |
| Center for Financial Planning, Inc. | 0.02% | No change | 559 | $162K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +161.7% | 560 | $159K |
| Commonwealth Retirement Investments LLC | 0.04% | New | 534 | $155K |
| Smithfield Trust Co | 0.01% | No change | 535 | $155K |
| Go Invest LLC | 0.04% | Add +0.6% | 521 | $151K |
| Rialto Wealth Management, LLC | 0.03% | No change | 500 | $145K |
| SouthState Bank Corp | 0.01% | No change | 499 | $145K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 429 | $125K |
| Bank of Montreal | 0.00% | Reduce -79.7% | 427 | $124K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 415 | $121K |
| Asset Dedication, LLC | 0.01% | No change | 410 | $119K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +900.0% | 400 | $116K |
| New Republic Capital, LLC | 0.03% | No change | 395 | $115K |
| HM Payson & Co. | 0.00% | No change | 363 | $106K |
| BNP Paribas Financial Markets | 0.00% | New | 351 | $102K |
| GW&K Investment Management, LLC | 0.00% | No change | 344 | $100K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 344 | $100K |
| Simplex Trading, LLC | 0.00% | Add +29.7% | 319 | $93K |
| Compass Financial Management LLC | 0.01% | — | 316 | $92K |
| Planning Strategies Inc. | 0.06% | — | 313 | $91K |
| Vanguard Advisers Inc. | 0.00% | Add +6.9% | 309 | $90K |
| Salem Investment Counselors Inc. | 0.00% | No change | 299 | $87K |
| Valued Wealth Advisors LLC | 0.03% | New | 297 | $86K |
| West Paces Advisors Inc. | 0.01% | New | 286 | $83K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -55.1% | 240 | $70K |
| Continuum Advisory, LLC | 0.01% | New | 239 | $69K |
| Regatta Research & Money Management | 0.07% | — | 237 | $69K |
| Bullock Wealth Management Group | 0.03% | No change | 238 | $68K |
| Elevated Capital Advisors, LLC | 0.02% | No change | 235 | $68K |
| Dunhill Financial, LLC | 0.01% | No change | 221 | $64K |
| Bokf, NA | 0.00% | No change | 216 | $63K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 207 | $60K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 195 | $57K |
| Lanark Financial, Inc. | 0.00% | No change | 194 | $56K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 188 | $55K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 188 | $55K |
| Eastern Bank | 0.00% | No change | 185 | $54K |
| City Holding Co. | 0.01% | No change | 185 | $54K |
| Triumph Capital Management | 0.01% | Add +0.6% | 177 | $51K |
| International Assets Investment Management, LLC | 0.00% | Reduce -10.6% | 169 | $49K |
| Birchbrook, Inc. | 0.02% | No change | 158 | $46K |
| Main Street Group, LTD | 0.01% | No change | 141 | $41K |
| Ameriflex Group, Inc. | 0.02% | Add +3.9% | 132 | $38K |
| Franklin Resources Inc. | 0.00% | No change | 131 | $38K |
| Colonial Trust Advisors | 0.00% | New | 124 | $36K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | No change | 103 | $30K |
| Financial Perspectives, Inc | 0.01% | No change | 103 | $30K |
| Mascoma Wealth Management LLC | 0.01% | No change | 101 | $29K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 100 | $29K |
| Global Trust Asset Management, LLC | 0.01% | New | 100 | $29K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 100 | $29K |
| CENTRAL TRUST Co | 0.00% | No change | 100 | $29K |
| Anchor Investment Management, LLC | 0.00% | No change | 95 | $28K |
| Activest Wealth Management | 0.01% | No change | 91 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 74 | $21K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 70 | $20K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 80 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | New | 68 | $20K |
| Clearstead Trust, LLC | 0.00% | No change | 63 | $18K |
| Caitlin John, LLC | 0.01% | Reduce -36.1% | 62 | $18K |
| Signature Equity Partners, LLC | 0.01% | No change | 61 | $18K |
| Horizon Financial Services, LLC | 0.01% | No change | 60 | $17K |
| Princeton Global Asset Management LLC | 0.00% | No change | 44 | $13K |
| National Bank of Canada | 0.00% | No change | 40 | $12K |
| Harborfront Financial Group LLC | 0.04% | — | 36 | $10K |
| Atlatl Advisers LLC | 0.00% | New | 33 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 33 | $10K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 32 | $9K |
| Van Eck Associates Corp. | 0.00% | Reduce -3.0% | 32 | $9K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 30 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 28 | $8K |
| Alerus Financial NA | 0.00% | Reduce -69.3% | 27 | $8K |
| Olistico Wealth, LLC | 0.00% | Reduce -7.4% | 25 | $7K |
| Institute for Wealth Management, LLC. | 0.00% | New | 25 | $7K |
| Robinswood Financial LLC | 0.00% | Reduce -83.7% | 23 | $7K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 22 | $6K |
| Byrne Asset Management LLC | 0.00% | No change | 20 | $6K |
| Downshift Financial, LLC | 0.00% | New | 20 | $6K |
| Synergy Investment Management, LLC | 0.00% | No change | 20 | $6K |
| Quent Capital, LLC | 0.00% | New | 13 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 13 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 11 | $3K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 10 | $3K |
| GAMMA Investing LLC | 0.00% | New | 10 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 9 | $3K |
| 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.