iShares Core Intl Stock ETFIXUSETF

13F holders, Q1 2026 (March 31)
1,004holders +37
87new positions
45sold out
4famous investors
$85.35avg. 13F price*

At the end of Q1 2026, 1,004 institutions reported holding iShares Core Intl Stock ETF (IXUS) in their 13F filings, up 37 from Q4 2025. 87 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($24.1B), Acorns Advisers, LLC ($3.2B) and Alliancebernstein L.P. ($2.1B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
iShares Core Intl Stock ETF
CUSIP
46432F834
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 715Q1 2024Q2 2024: 720Q2 2024Q3 2024: 757Q3 2024Q4 2024: 790Q4 2024Q1 2025: 797Q1 2025Q2 2025: 844Q2 2025Q3 2025: 852Q3 2025Q4 2025: 967Q4 2025Q1 2026: 1,004Q1 2026Q2 2026: 1,058Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions87$198.8M
Exits45$531.4M

All 13F filers, Q4 2025 → Q1 2026: 25,167,262 shares bought and 24,159,481 shares sold, net +1,007,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,004 holders

BlackRock, Inc. 0.42% Reduce -4.1% 278,457,370 $24.1B
Acorns Advisers, LLC 23.49% Reduce -0.4% 36,473,678 $3.2B
Alliancebernstein L.P. 0.68% Add +5.6% 24,661,661 $2.1B
Morgan Stanley 0.07% Add +33.8% 13,262,708 $1.1B
Envestnet Asset Management Inc. 0.27% Add +0.2% 11,763,889 $1.0B
Captrust Financial Advisors 1.65% Add +1.3% 10,893,003 $943.7M
US Bancorp \de 1.02% Reduce -13.8% 9,757,608 $843.9M
Bank of America Corp. 0.06% Add +6.6% 8,763,373 $759.3M
D.A. Davidson & Co. 4.08% Reduce -1.1% 7,763,644 $672.6M
Focus Partners Wealth 0.67% Add +5.0% 6,997,022 $606.2M
Sequoia Financial Advisors, LLC 2.94% Add +4.0% 6,049,116 $524.1M
Mill Creek Capital Advisors, LLC 9.54% Add +2.5% 5,357,466 $464.2M
LPL Financial LLC 0.10% Add +4.2% 4,496,745 $389.6M
Amica Mutual Insurance Co. 24.86% No change 3,343,208 $289.5M
Adventist Health System Sunbelt Healthcare Corp. 9.58% Reduce -7.6% 3,160,786 $273.9M
Clark Capital Management Group, Inc. 1.59% Add +4.0% 2,975,068 $257.8M
Waldron Private Wealth LLC 9.79% Add +5.2% 2,897,980 $251.1M
Mariner, LLC 0.25% Reduce -4.7% 2,479,197 $213.8M
UBS Group AG 0.04% Add +20.2% 2,464,044 $213.5M
Fund Evaluation Group, LLC 6.21% Add +14.1% 2,331,612 $202.0M
Royal Bank of Canada 0.04% Reduce -7.4% 2,295,065 $198.8M
Ameriprise Financial Inc. 0.04% Add +3.3% 2,126,467 $184.3M
Davidson Investment Advisors 7.93% Add +2.6% 2,121,117 $183.8M
National Bank of Canada 0.19% Add +435.8% 2,088,708 $181.0M
Wells Fargo & Company 0.03% Add +4.1% 1,977,577 $171.3M
HighTower Advisors, LLC 0.17% Reduce -0.2% 1,856,710 $160.9M
Cahaba Wealth Management, Inc. 10.40% Add +0.9% 1,768,120 $153.2M
AMG National Trust Bank 3.24% Add +6.9% 1,722,589 $149.2M
Cetera Investment Advisers 0.15% Add +6.3% 1,673,737 $145.0M
Hardy Reed LLC 10.02% Reduce -0.6% 1,585,811 $137.4M
Gerber Kawasaki Wealth & Investment Management 4.35% Add +6.0% 1,575,292 $136.6M
Commonwealth Equity Services, LLC 0.18% Add +10.4% 1,508,300 $130.7M
Janney Montgomery Scott LLC 0.32% Reduce -5.0% 1,502,702 $130.2M
Allworth Financial LP 0.50% Reduce -3.1% 1,421,431 $123.2M
Nearwater Capital Markets, Ltd 2.89% New 1,413,600 $122.5M
Raymond James Financial Inc. 0.04% Add +9.7% 1,413,502 $122.5M
Orion Porfolio Solutions, LLC 0.99% Reduce -1.0% 1,337,955 $115.9M
Prime Capital Investment Advisors, LLC 1.17% Add +0.7% 1,163,580 $100.8M
Bank of Hawaii 5.25% Reduce -2.2% 1,157,644 $100.3M
Compass Ion Advisors, LLC 9.34% Add +0.2% 1,130,660 $98.0M
Clearstead Advisors, LLC 0.83% Add +220.7% 1,050,229 $91.0M
TRUE Private Wealth Advisors 8.44% Add +43.1% 1,022,003 $88.5M
Capitolis Liquid Global Markets LLC 0.55% — 997,500 $86.4M
Osaic Holdings, Inc. 0.12% Add +25.4% 965,085 $83.6M
JPMorgan Chase & Co. 0.01% Add +9.1% 946,536 $79.3M
Capstone Financial Advisors, Inc. 4.23% Reduce -1.2% 906,322 $78.5M
Cambridge Investment Research Advisors, Inc. 0.20% Add +17.4% 894,681 $77.5M
Jones Financial Companies LLLP 0.04% Add +12.7% 906,913 $76.7M
AlphaCore Capital LLC 1.81% Add +12.8% 882,322 $76.4M
Alerus Financial NA 3.63% Reduce -5.3% 845,846 $73.3M
Wealthspire Advisors, LLC 0.57% Add +5.0% 835,385 $72.4M
Forvis Mazars Wealth Advisors, LLC 1.24% Reduce -1.9% 752,870 $65.2M
Legacy Wealth Management, LLC 3.74% Reduce -1.8% 739,814 $64.1M
Lowe Brockenbrough & Co. Inc. 3.18% Add +4.2% 735,451 $63.7M
Northwestern Mutual Wealth Management Co. 0.04% Add +18.6% 706,982 $61.3M
Aviso Financial Inc. 2.10% Add +13.1% 682,105 $59.1M
Corient Private Wealth LP 0.08% Reduce -8.5% 663,929 $57.3M
M&T Bank Corp 0.18% Reduce -3.0% 626,632 $54.3M
Tiller Private Wealth, Inc. 19.23% Add +0.2% 624,614 $54.1M
Stifel Financial Corp. 0.05% Add +12.0% 587,638 $50.9M
Adventist Health System/ West 8.49% Add +62.3% 552,898 $47.9M
Equitable Trust Co. 2.19% Reduce -0.8% 548,756 $47.5M
Astoria Strategic Wealth, Inc. 11.91% Reduce -1.1% 541,603 $46.9M
Composition Wealth, LLC 0.63% Reduce -10.2% 532,827 $46.2M
Chesley Taft & Associates LLC 1.89% Add +3.5% 521,388 $45.2M
Bricktown Capital, LLC 8.50% Add +21.5% 498,244 $43.2M
MML Investors Services, LLC 0.12% Reduce -1.7% 487,543 $42.2M
Allen Investment Management, LLC 0.51% Add +22.7% 476,486 $41.3M
Johnson Financial Group, Inc. 1.47% Reduce -3.2% 469,956 $40.7M
Geneos Wealth Management Inc. 0.93% Reduce -2.6% 463,067 $40.1M
World Investment Advisors 0.65% Add +0.1% 462,081 $40.0M
Steward Partners Investment Advisory, LLC 0.19% Add +838.8% 432,583 $37.5M
Standpoint Asset Management, LLC 9.00% Reduce -3.7% 428,100 $37.1M
Principal Securities, Inc. 0.54% Reduce -0.1% 425,599 $36.9M
Charter Oak Capital Management, LLC 2.63% Reduce -5.8% 390,861 $33.9M
PNC Financial Services Group, Inc. 0.02% Reduce -3.9% 380,902 $33.0M
Lodestar Private Asset Management LLC 3.19% Add +18.3% 373,286 $32.3M
Waverly Advisors, LLC 0.24% Add +239.9% 368,630 $31.9M
Savant Capital, LLC 0.15% Add +24.9% 362,427 $31.4M
HUB Investment Partners, LLC 0.71% Add +11.2% 334,140 $28.9M
Meridian Wealth Partners, LLC 3.96% Add +3.3% 332,809 $28.8M
Phillips Financial Management, LLC 2.00% Reduce -33.1% 318,532 $27.6M
Goldman Sachs Group Inc. 0.00% Reduce -73.9% 284,682 $24.7M
Brookstone Capital Management 0.27% Reduce -1.0% 274,186 $23.8M
Ullmann Wealth Partners Group, LLC 2.44% Reduce -5.1% 271,605 $23.5M
Cerity Partners LLC 0.03% Add +9.0% 267,513 $23.2M
Integrated Wealth Concepts LLC 0.18% Add +10.2% 267,021 $23.1M
Wick Capital Partners, LLC 4.19% Add +10.4% 265,292 $23.0M
Bank of Nova Scotia 0.04% New 263,700 $22.8M
Regatta Capital Group, LLC 3.39% Add +7.7% 258,460 $22.4M
Aptus Capital Advisors, LLC 0.19% Reduce -44.6% 255,566 $22.1M
Creative Planning 0.01% Add +20.8% 253,588 $22.0M
Advisory Services Network, LLC 0.28% Add +2.6% 243,903 $21.1M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -36.0% 241,717 $21.1M
Ieq Capital, LLC 0.10% Add +10008.7% 240,385 $20.8M
Magnolia Wealth Management, LLC 11.83% Add +0.2% 234,427 $20.3M
Finley Financial, LLC 9.30% Add +10.3% 229,382 $19.9M
MontVue Capital Management, Inc. 13.38% Add +0.5% 226,627 $19.6M
Alliance Wealth Advisors, LLC 4.21% Add +51.4% 224,161 $19.4M
Private Advisor Group, LLC 0.09% Add +11.9% 223,143 $19.3M
Goldstein Advisors, LLC 2.15% Add +10.0% 223,071 $19.3M
EP Wealth Advisors, LLC 0.09% Add +568.8% 217,851 $18.9M
Park Avenue Securities LLC 0.15% Add +2.4% 214,544 $18.6M
Tide Cove Capital Partners LLC 12.59% Add +3106.6% 199,740 $18.5M
Strategic Point Investment Advisors, LLC 2.67% Add +0.2% 212,400 $18.4M
Bank of Montreal 0.01% Add +2.5% 211,395 $18.3M
Spectrum Investment Advisors, Inc. 9.07% Add +3.5% 210,797 $18.3M
Vestmark Advisory Solutions, Inc. 0.20% Add +3.5% 208,217 $18.0M
Skyline Advisors, Inc. 6.25% Reduce -43.9% 206,663 $17.9M
Kastel Capital Advisors, LLC 10.75% No change 206,903 $17.5M
McKinley Carter Wealth Services, Inc. 1.00% Reduce -3.5% 199,872 $17.3M
Patrick Mauro Investment Advisor, INC. 8.68% Add +8.8% 199,360 $17.3M
First Hawaiian Bank 2.41% Reduce -9.4% 198,551 $17.2M
Pension & Wealth Management Advisors, Inc. 5.03% Add +1.0% 195,772 $17.0M
J. R. Prunier Capital Management LLC 6.98% Add +3.6% 189,530 $16.4M
White Lighthouse Investment Management Inc. 2.23% Reduce -1.0% 185,764 $16.1M
Baker Ellis Asset Management LLC 1.90% Add +4.3% 184,470 $16.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.23% Reduce -11.1% 181,603 $15.7M
HB Wealth Management, LLC 0.10% Reduce -17.0% 180,736 $15.7M
Trinity Wealth Management, LLC 5.72% Add +6.2% 179,929 $15.6M
Choreo, LLC 0.19% Reduce -1.8% 179,926 $15.6M
AssuredPartners Investment Advisors, LLC 1.69% Add +6235.0% 177,317 $15.5M
Angeles Wealth Management, LLC 0.84% Reduce -2.2% 178,509 $15.5M
Dynasty Wealth Management, LLC 0.13% Add +60.6% 176,932 $15.3M
Coldstream Capital Management Inc. 0.18% Reduce -9.3% 170,183 $14.7M
Assetmark, Inc. 0.03% Reduce -1.9% 209,287 $14.7M
TD Capital Management LLC 1.25% Reduce -2.2% 160,034 $13.9M
Howland Capital Management LLC 0.54% Reduce -0.7% 158,448 $13.7M
Financial Designs Corp 7.61% Reduce -0.1% 157,872 $13.7M
Verus Financial Partners, Inc. 1.22% Reduce -1.4% 146,762 $13.6M
Gotham Asset Management 0.04% Add +23.9% 153,815 $13.3M
FMR LLC 0.00% Add +12.0% 145,188 $12.6M
Thrivent Financial for Lutherans 0.02% Reduce -60.2% 144,645 $12.5M
ES4, LLC 8.02% Reduce -12.1% 143,288 $12.4M
WealthCollab, LLC 5.11% Add +0.7% 143,229 $12.4M
Keybank National Association 0.04% Reduce -9.3% 139,003 $12.0M
Greenwood Capital Associates LLC 1.32% Add +2.1% 138,323 $12.0M
Baron Silver Stevens Financial Advisors, LLC 1.74% Add +2.2% 138,261 $12.0M
Forum Private Client Group LLC 3.92% Reduce -11.8% 136,497 $11.8M
Forte Asset Management LLC 5.04% Reduce -0.1% 132,437 $11.5M
Wealthcare Advisory Partners LLC 0.22% Add +39.0% 130,778 $11.3M
Carl P. Sherr & Co., LLC 5.27% Add +1.9% 129,453 $11.2M
Eldridge Investment Advisors, Inc. 2.45% Add +1.7% 129,029 $11.2M
Rockefeller Capital Management L.P. 0.02% Add +2.9% 128,885 $11.2M
Traveka Wealth, LLC 4.18% Add +49.1% 126,426 $11.0M
Forbes J M & Co. LLP 0.92% Add +2.1% 125,474 $10.9M
Cherrydale Wealth Management, LLC 3.36% Reduce -4.2% 125,376 $10.9M
KFA Private Wealth Group, LLC 2.57% Add +7.9% 123,818 $10.7M
United Capital Financial Advisors, LLC 0.07% Reduce -1.3% 122,187 $10.6M
Kestra Advisory Services, LLC 0.04% Add +1.7% 119,863 $10.4M
Scotia Capital Inc. 0.04% Reduce -49.3% 119,442 $10.3M
Patriot Financial Group Insurance Agency, LLC 0.58% Add +109.3% 119,138 $10.3M
MCF Advisors LLC 0.44% Reduce -4.5% 116,234 $10.1M
Smithfield Trust Co 0.43% Add +1.5% 113,209 $9.8M
Riggs Asset Managment Co. Inc. 2.01% Add +0.1% 112,942 $9.8M
Bank of New York Mellon Corp 0.00% Reduce -19.7% 108,820 $9.4M
Independent Advisor Alliance 0.10% New 106,208 $9.2M
Diversify Wealth Management, LLC 0.16% Add +101.6% 99,548 $9.1M
Ascent Group, LLC 0.31% Reduce -6.7% 104,388 $9.0M
Farther Finance Advisors, LLC 0.09% Add +7.1% 103,071 $9.0M
Baird Financial Group, Inc. 0.01% Add +18.7% 104,141 $9.0M
Cadinha & Co. LLC 1.67% Reduce -51.9% 103,402 $9.0M
Atria Investments, Inc 0.10% Reduce -4.0% 101,280 $8.8M
Cwm, LLC 0.02% Add +29.2% 100,817 $8.7M
Savvy Advisors, Inc. 0.23% Reduce -12.3% 100,254 $8.7M
Catalyst Private Wealth, LLC 4.67% Add +0.4% 99,570 $8.6M
Madison Wealth Partners, Inc 1.37% Add +1.3% 99,343 $8.6M
Modern Wealth Management, LLC 0.15% Reduce -0.8% 98,085 $8.6M
Ancora Advisors LLC 0.18% Add +4.2% 99,117 $8.6M
Winthrop Partners - WNY, LLC 4.57% Reduce -1.5% 99,031 $8.6M
Newton One Investments LLC 2.25% Reduce -3.7% 95,556 $8.3M
Flagship Harbor Advisors, LLC 0.35% Add +230.1% 92,552 $8.0M
Equitable Holdings, Inc. 0.05% Add +17.1% 94,715 $8.0M
Summit Financial, LLC 0.10% Add +3.0% 92,477 $8.0M
Swmg, LLC 2.27% Reduce -2.7% 91,747 $7.9M
First Command Advisory Services, Inc. 0.05% Add +18.9% 91,239 $7.9M
Oppenheimer & Co. Inc. 0.10% Add +1.1% 91,223 $7.9M
Hill Island Financial LLC 1.92% Reduce -3.7% 91,017 $7.9M
Physician Wealth Advisors, Inc. 1.09% Add +0.2% 90,142 $7.8M
FC Advisory LLC 2.26% Reduce -3.9% 89,454 $7.8M
James J. Burns & Company, LLC 1.04% Reduce -2.0% 88,481 $7.7M
Money Concepts Capital Corp. 0.42% Reduce -0.2% 88,350 $7.7M
Capital Analysts, LLC 0.20% Reduce -16.4% 87,259 $7.6M
Weatherly Asset Management L. P. 0.60% Add +9.1% 85,328 $7.4M
St. Louis Trust Co 0.85% Reduce -1.9% 84,316 $7.3M
NBT Bank, N.A. 0.45% Add +5763.6% 80,038 $6.9M
CFO4Life Group, LLC 1.06% Reduce -0.6% 79,901 $6.9M
Manning & Napier Advisors LLC 0.10% Add +80.1% 79,884 $6.9M
Fairvoy Private Wealth, LLC 1.64% Reduce -4.9% 79,477 $6.9M
Nwam LLC 0.39% Add +2.1% 78,454 $6.8M
Allianz Asset Management GmbH 0.01% No change 78,126 $6.8M
Focus Partners Advisor Solutions, LLC 0.07% Reduce -4.5% 76,947 $6.7M
Zhang Financial LLC 0.23% Add +9.3% 76,794 $6.7M
Beacon Pointe Advisors, LLC 0.04% Add +133.9% 76,556 $6.6M
Gleason Group, Inc. 0.65% Add +1.0% 76,293 $6.6M
Hubbell Strickland Wealth Management, LLC 2.63% Add +7.1% 76,115 $6.6M
Family Manage LLC 0.78% Reduce -5.6% 74,839 $6.5M
Brasada Capital Management, LP 1.19% Add +1122.0% 73,821 $6.5M
Great Valley Advisor Group, Inc. 0.12% Add +1.3% 74,143 $6.4M
Investment Advisory Services Group LLC 5.54% Add +93.6% 73,523 $6.4M
Strategic Blueprint, LLC 0.37% Add +1.0% 72,590 $6.3M
Lunt Capital Management, Inc. 2.39% Reduce -3.2% 71,768 $6.2M
Alpha Financial Partners LLC 3.68% Add +0.3% 71,751 $6.2M
Mercer Global Advisors Inc. 0.01% Add +52.4% 71,098 $6.2M
Fifth Third Bancorp 0.01% Add +12830.0% 70,598 $6.1M
Brandes Investment Partners, LP 0.04% Reduce -53.5% 68,387 $5.9M
NYL Investors LLC 2.23% Reduce -5.3% 68,069 $5.9M
GuidedMoney, LLC 3.09% No change 68,019 $5.9M
Benjamin Edwards Inc. 0.06% Reduce -0.7% 66,894 $5.8M
Mesirow Financial Investment Management, Inc. 0.09% Add +16.3% 65,890 $5.7M
Soltis Investment Advisors LLC 0.37% Reduce -0.3% 65,175 $5.6M
WBH Advisory Inc. 0.42% Reduce -0.1% 64,040 $5.6M
Townsend Financial Planning, LLC 5.35% Reduce -14.4% 63,764 $5.5M
Blair William & Co. 0.02% Add +176.8% 63,758 $5.5M
Manuka Financial, LLC 3.40% Reduce -2.1% 63,521 $5.5M
Commerce Bank 0.03% Add +493.4% 63,255 $5.5M
GeoWealth Management, LLC 0.20% Reduce -1.6% 62,640 $5.4M
Wesbanco Bank Inc. 0.15% Add +13.2% 62,373 $5.4M
Crescent Grove Advisors, LLC 0.53% Reduce -1.0% 62,210 $5.4M
Davidson Trust Co. 2.31% Add +6.0% 61,732 $5.3M
LVM Capital Management Ltd. 0.50% Reduce -3.2% 61,118 $5.3M
Ellis Investment Partners, LLC 0.91% Add +2.1% 60,776 $5.3M
Natixis Advisors, LLC 0.01% Add +10.9% 60,149 $5.2M
Mission Wealth Management, LP 0.11% Add +6.7% 59,787 $5.2M
Windward Private Wealth Management Inc. 1.77% Reduce -0.7% 59,081 $5.1M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -40.8% 57,930 $5.0M
Wealthspire Retirement, LLC 0.30% Reduce -2.4% 57,533 $5.0M
Guardsman Private Capital Management, Inc. 3.86% No change 56,955 $4.9M
CreativeOne Wealth, LLC 0.11% Add +7.3% 56,682 $4.9M
TBH Global Asset Management, LLC 0.99% New 56,507 $4.9M
TCV Trust & Wealth Management, Inc. 0.41% Reduce -0.8% 56,499 $4.9M
Ethos Financial Group, LLC 0.36% Add +0.5% 56,405 $4.9M
Atlas Legacy Advisors, LLC 0.88% Add +2.3% 55,376 $4.8M
Gryphon Financial Partners LLC 0.49% Add +3.9% 53,957 $4.7M
Catalyst Investment Management LLC 5.17% Reduce -12.0% 49,486 $4.7M
Downshift Financial, LLC 2.40% Reduce -8.8% 50,567 $4.6M
AE Wealth Management LLC 0.02% Reduce -1.0% 52,738 $4.6M
Tortoise Investment Management, LLC 0.38% Reduce -1.9% 52,637 $4.6M
Prairieview Wealth Partners, LLC 3.72% Add +0.8% 52,396 $4.5M
NewEdge Advisors, LLC 0.02% Reduce -1.7% 52,334 $4.5M
Park Place Capital Corp 0.90% Reduce -1.0% 51,756 $4.5M
Everest Private Wealth 2.27% No change 51,676 $4.5M
Fiduciary Advisors, Inc. 3.36% Reduce -4.3% 51,658 $4.5M
Firestone Capital Management 0.93% Add +16.1% 51,518 $4.5M
Oliver Luxxe Assets LLC 0.66% Add +6.0% 51,022 $4.4M
Pitcairn Wealth Advisors LLC 0.41% Reduce -2.0% 52,148 $4.4M
Advisory Resource Group 0.74% Reduce -0.5% 49,799 $4.3M
Pacific Park Financial, Inc. 2.81% Add +3.5% 49,643 $4.3M
Johnson Investment Counsel Inc. 0.03% Add +21.9% 49,588 $4.3M
Jaffetilchin Investment Partners, LLC 0.26% Add +0.1% 49,514 $4.3M
Shelter Mutual Insurance Co 0.94% Reduce -3.9% 48,818 $4.2M
GWN Securities Inc. 0.80% Add +4.3% 48,372 $4.2M
Gateway Wealth Partners, LLC 0.16% Add +457.6% 47,955 $4.2M
Moneta Group Investment Advisors LLC 0.03% Reduce -4.7% 47,778 $4.1M
Thoroughbred Financial Services, LLC 0.25% Reduce -5.2% 47,608 $4.1M
AdvisorNet Financial, Inc 0.21% Add +6.5% 47,276 $4.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.71% Add +1.2% 47,173 $4.1M
Spire Wealth Management 0.14% Add +8.2% 47,034 $4.1M
Sentinel Wealth Management, Inc. 3.21% Reduce -1.1% 46,289 $4.0M
Guidance Point Advisors, LLC 0.97% Add +8.5% 46,267 $4.0M
Wescott Financial Advisory Group, LLC 0.35% Reduce -1.8% 46,026 $4.0M
COFG Advisors, LLC 0.97% Add +38.7% 45,126 $3.9M
Kestra Private Wealth Services, LLC 0.05% Add +24.1% 45,121 $3.9M
Truist Financial Corp. 0.01% Add +261.5% 44,883 $3.9M
Disciplina Capital Management LLC 0.41% No change 44,760 $3.9M
Squarepoint Ops LLC 0.01% Add +44.8% 44,730 $3.9M
Lineweaver Wealth Advisors, LLC 0.52% New 44,548 $3.9M
Chicago Partners Investment Group LLC 0.09% Reduce -1.3% 41,042 $3.8M
Pinnacle Associates Ltd. 0.05% Add +0.7% 43,800 $3.8M
Beacon Financial Planning, Inc. 1.44% Add +8.3% 43,022 $3.7M
Nisa Investment Advisors, LLC 0.01% No change 43,000 $3.7M
SteelPeak Wealth, LLC 0.12% New 42,632 $3.7M
Kingsview Wealth Management, LLC 0.05% Reduce -1.6% 42,631 $3.7M
Integrity Alliance, Llc. 0.14% Add +3.3% 42,618 $3.7M
Pennsylvania Capital Management Inc. 1.06% No change 42,618 $3.7M
Private Wealth Asset Management, LLC 0.39% Add +2.4% 42,525 $3.7M
Fifth Third Securities, Inc. 0.24% Add +77.9% 42,297 $3.7M
Freedom Day Solutions, LLC 0.98% Reduce -6.4% 42,195 $3.7M
Amplius Wealth Advisors, LLC 0.30% Add +0.7% 41,854 $3.6M
PFG Advisors 0.18% Add +5.7% 41,685 $3.6M
Carnegie Investment Counsel 0.07% No change 41,674 $3.6M
Balentine LLC 0.14% No change 41,439 $3.6M
Winthrop Advisory Group LLC 0.29% Add +16.5% 41,351 $3.6M
OneDigital Investment Advisors LLC 0.04% Reduce -2.0% 41,321 $3.6M
Blue Edge Capital, LLC 0.47% Add +2.5% 40,937 $3.5M
Olde Wealth Management, LLC 1.12% Add +0.3% 40,771 $3.5M
Robertson Stephens Wealth Management, LLC 0.10% Reduce -5.0% 40,696 $3.5M
Transamerica Financial Advisors, LLC 0.30% Reduce -9.6% 40,447 $3.5M
Northern Trust Corp. 0.00% Add +6.0% 40,289 $3.5M
Roble, Belko & Company, Inc 0.44% Reduce -4.9% 39,711 $3.4M
AQR Capital Management 0.00% Add +55.8% 39,585 $3.4M
Integrated Advisors Network LLC 0.18% Reduce -17.6% 39,505 $3.4M
Bellwether Advisors, LLC 0.58% Add +3.5% 39,301 $3.4M
Abundance Wealth Counselors 0.49% Reduce -1.2% 39,091 $3.4M
Main Street Research LLC 0.19% Add +22.2% 38,583 $3.3M
Rather & Kittrell, Inc. 0.52% Reduce -0.7% 38,561 $3.3M
Capital Developers, LLC 2.99% Reduce -2.4% 38,318 $3.3M
Cornerstone Wealth Management, LLC 0.17% Add +1.8% 38,102 $3.3M
Wealthcare Capital Management LLC 0.33% Reduce -2.0% 37,833 $3.3M
Cyndeo Wealth Partners, LLC 0.17% Add +0.9% 37,441 $3.2M
Naples Global Advisors, LLC 0.24% Reduce -0.4% 37,378 $3.2M
Simplicity Wealth,LLC 0.18% Reduce -9.3% 36,968 $3.2M
Barrett & Company, Inc. 1.09% Add +17.3% 36,627 $3.2M
Single Point Partners, LLC 0.63% Add +449.1% 189,515 $3.2M
Cresset Asset Management, LLC 0.01% Add +65.2% 36,570 $3.2M
Taylor & Morgan Wealth Management, LLC 1.80% Add +10.8% 36,453 $3.2M
Penobscot Wealth Management 0.93% Reduce -2.3% 36,336 $3.1M
Garden State Investment Advisory Services LLC 0.75% Add +7.5% 36,265 $3.1M
Gladstone Institutional Advisory LLC 0.12% Reduce -6.1% 36,266 $3.1M
Pinnacle Wealth Management Advisory Group, LLC 0.21% Add +1.1% 35,560 $3.1M
Blueprint Financial Advisors LLC 0.45% Reduce -30.9% 35,130 $3.0M
Blueprint Investment Partners LLC 0.31% Reduce -30.9% 35,130 $3.0M
Quantinno Capital Management LP 0.01% Add +242.3% 34,873 $3.0M
Independent Solutions Wealth Management, LLC 0.44% Add +25.2% 34,741 $3.0M
Marietta Wealth Management, LLC 0.36% Reduce -1.9% 34,724 $3.0M
Valmark Advisers, Inc. 0.04% Add +3.2% 34,645 $3.0M
Mather Group, Llc. 0.03% No change 34,350 $3.0M
Wealth Group Ltd 0.67% Add +7.6% 34,014 $2.9M
Sentinel Trust Co. Lba 0.29% Add +40.2% 33,500 $2.9M
Ade, LLC 1.37% Reduce -1.4% 32,975 $2.9M
Haverford Trust Co 0.03% Add +1.1% 32,490 $2.8M
Sharkey, Howes & Javer 0.38% Add +1.9% 32,449 $2.8M
Kelly Financial Group LLC 0.70% Reduce -3.0% 32,334 $2.8M
SageView Advisory Group, LLC 0.10% Reduce -0.1% 32,188 $2.8M
Essex Financial Services, Inc. 0.16% Add +2.8% 31,941 $2.8M
O'shaughnessy Asset Management, LLC 0.01% Reduce -6.7% 31,930 $2.8M
Beacon Bridge Wealth Partners, LLC 0.92% Add +0.9% 31,809 $2.8M
Cozad Asset Management Inc. 0.21% Add +0.6% 31,270 $2.7M
Garrison Point Advisors, LLC 1.23% Add +4.6% 31,177 $2.7M
Betterment LLC 0.01% Add +13.3% 31,086 $2.7M
Signal Tree Financial Partners LLC 2.02% Reduce -0.4% 30,818 $2.7M
Lakeridge Wealth Management LLC 1.15% Add +16.9% 30,779 $2.7M
Collective Family Office LLC 0.59% Reduce -11.9% 30,476 $2.6M
Brown Advisory Inc. 0.00% No change 30,438 $2.6M
Oarsman Capital, Inc. 0.32% Reduce -0.6% 30,088 $2.6M
Advocate Group LLC 0.41% No change 30,001 $2.6M
Klingman & Associates, LLC 0.13% Reduce -0.2% 29,919 $2.6M
&partners 0.01% Reduce -0.8% 29,694 $2.6M
Goldstone Financial Group, LLC 0.28% Reduce -57.0% 29,561 $2.6M
Advyzon Investment Management, LLC 0.23% Add +2.2% 29,547 $2.6M
Snowden Capital Advisors LLC 0.07% Add +2.5% 29,194 $2.5M
Madson Wealth Advisors Inc 2.09% — 29,063 $2.5M
Argent Trust Co 0.08% Reduce -0.9% 28,832 $2.5M
Cardiff Park Advisors, LLC 0.20% Add +8.2% 28,654 $2.5M
Williams & Novak, LLC 1.86% No change 28,278 $2.5M
Sanctuary Advisors, LLC 0.01% Add +3.6% 28,433 $2.5M
Brighton Jones LLC 0.05% New 28,247 $2.4M
Victory Financial Group, LLC 0.30% Reduce -6.8% 28,191 $2.4M
Chatham Capital Group, Inc. 0.35% Add +4.7% 28,020 $2.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +104.0% 28,020 $2.4M
Carr Financial Group Corp 0.63% Reduce -1.6% 27,589 $2.4M
Revolve Wealth Partners, LLC 0.31% Reduce -6.2% 27,170 $2.4M
Glenmede Trust Co. NA 0.01% Add +386.7% 27,004 $2.3M
BlueChip Wealth Advisors LLC 1.02% No change 26,922 $2.3M
Sterling Investment Counsel, LLC 0.65% Reduce -1.7% 26,708 $2.3M
Keel Point, LLC 0.15% New 26,454 $2.3M
Isthmus Partners, LLC 0.24% New 26,263 $2.3M
Rede Wealth, LLC 0.82% Reduce -10.3% 26,232 $2.3M
Element Wealth, LLC 0.94% Add +4.5% 26,115 $2.3M
XML Financial, LLC 0.18% Add +4.7% 26,006 $2.3M
Van Cleef Asset Management,Inc 0.24% Reduce -0.0% 25,641 $2.2M
MAI Capital Management 0.01% Add +67.1% 25,231 $2.2M
Donor Advised Charitable Giving, Inc. 0.06% No change 24,957 $2.2M
Arkadios Wealth Advisors 0.04% Add +17.3% 24,934 $2.2M
Connecticut Wealth Management, LLC 0.09% Reduce -7.7% 24,685 $2.1M
Pinnacle Financial Partners, Inc. 0.02% Add +1.6% 24,633 $2.1M
Financial Management Professionals, Inc. 0.24% New 24,386 $2.1M
Bond & Devick Financial Network, Inc. 0.59% Add +5.4% 24,323 $2.1M
Pathstone Holdings, LLC 0.01% Add +4.1% 24,152 $2.1M
Global Strategic Investment Solutions, LLC 0.20% No change 23,815 $2.1M
Red Lighthouse Investment Management, LLC 0.70% Reduce -1.4% 23,791 $2.1M
Brandywine Oak Private Wealth LLC 0.17% Add +0.2% 23,764 $2.1M
Procyon Advisors, LLC 0.10% No change 23,759 $2.1M
Summit Wealth Partners, LLC 0.33% Reduce -1.4% 23,756 $2.1M
J.W. Cole Advisors, Inc. 0.07% Add +25.3% 23,562 $2.0M
Vicus Capital 0.15% Add +9.5% 23,363 $2.0M
Flagship Private Wealth, LLC 0.82% Add +23.6% 23,309 $2.0M
Kathmere Capital Management, LLC 0.12% Reduce -3.7% 23,225 $2.0M
Sjbenen Advisory, LLC 1.68% Reduce -27.1% 23,186 $2.0M
JGP Wealth Management, LLC 0.20% Reduce -16.1% 22,690 $2.0M
Empowered Funds, LLC 0.01% Add +1.3% 22,109 $1.9M
New England Professional Planning Group Inc. 0.80% Reduce -13.7% 22,091 $1.9M
Legacy Bridge, LLC 0.72% Add +26.6% 21,933 $1.9M
Voisard Asset Management Group, Inc. 0.40% Add +2.5% 21,829 $1.9M
MA Private Wealth 0.32% Reduce -5.9% 21,756 $1.9M
Vise Technologies, Inc. 0.04% No change 22,001 $1.9M
Intentional Wealth Strategies, LLC 1.73% — 21,492 $1.9M
Neuberger Berman Group LLC 0.00% Add +1.0% 21,440 $1.9M
Verum Partners LLC 0.35% Reduce -2.2% 21,387 $1.9M
Capital Planning Advisors, LLC 0.27% Add +1.4% 21,323 $1.8M
Factor Wealth Management LTD 0.35% Reduce -3.4% 21,258 $1.8M
Arlington Trust Co LLC 0.16% Reduce -0.8% 21,247 $1.8M
Belpointe Asset Management LLC 0.07% Add +2.3% 21,186 $1.8M
Triad Wealth Partners, LLC 0.14% Add +82.3% 20,744 $1.8M
Glass Jacobson Investment Advisors llc 0.62% Add +1.1% 20,654 $1.8M
Sage Financial Group Inc. 0.12% No change 20,576 $1.8M
Luminvest Wealth Management LLC 0.46% Add +1.9% 20,501 $1.8M
Asset Dedication, LLC 0.12% Reduce -6.6% 20,474 $1.8M
GSG Advisors LLC 0.46% Add +15.5% 20,305 $1.8M
Arrowroot Family Office, LLC 0.58% Reduce -0.3% 20,234 $1.8M
Alliance Wealth Advisors, LLC 0.82% Add +5.2% 20,036 $1.7M
Canandaigua National Corp. 0.15% — 19,658 $1.7M
High Probability Advisors, LLC 0.22% Reduce -1.3% 19,497 $1.7M
Seeds Investor LLC 0.23% Add +9.3% 17,860 $1.7M
Valtrion Capital Management, LLC 1.56% Reduce -3.4% 19,100 $1.7M
ETF Portfolio Partners, Inc. 0.43% Add +0.6% 19,037 $1.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 19,035 $1.6M
PFG Investments, LLC 0.08% Add +81.5% 19,029 $1.6M
Golden State Wealth Management, LLC 0.18% Add +8.7% 18,845 $1.6M
Csenge Advisory Group 0.07% Add +6.2% 18,698 $1.6M
IHT Wealth Management, LLC 0.04% Add +3.7% 18,664 $1.6M
Apollon Wealth Management, LLC 0.03% Reduce -1.9% 18,649 $1.6M
Clear Creek Financial Management, LLC 0.12% Add +1.0% 18,631 $1.6M
Mgo One Seven LLC 0.03% Add +43.4% 18,161 $1.6M
Shared Vision Wealth Group LLC 0.64% Reduce -44.1% 18,131 $1.6M
Jamison Private Wealth Management, Inc. 0.19% Add +4.5% 17,845 $1.5M
Arista Wealth Management, LLC 0.19% Reduce -0.2% 17,844 $1.5M
Roundview Capital LLC 0.10% Add +2.5% 17,738 $1.5M
StoneX Group Inc. 0.08% Reduce -8.8% 17,696 $1.5M
WealthShield Partners, LLC 0.17% Add +0.2% 17,682 $1.5M
Gainplan LLC 1.12% New 17,255 $1.5M
Burk Holdings LLC 0.64% No change 17,207 $1.5M
Rothschild Wealth LLC 0.13% Add +36.1% 17,206 $1.5M
Adkins Seale Capital Management LLC 1.43% No change 16,709 $1.4M
Crews Bank & Trust 0.21% Reduce -2.1% 16,665 $1.4M
Proffitt & Goodson Inc. 0.22% No change 16,529 $1.4M
Cambridge Financial Group, LLC 0.48% Reduce -9.4% 16,294 $1.4M
Sagespring Wealth Partners, LLC 0.03% Reduce -3.5% 16,271 $1.4M
Rooted Wealth Advisors, Inc. 0.37% Reduce -1.1% 14,981 $1.4M
Canopy Partners, LLC 0.48% No change 16,185 $1.4M
Brown Brothers Harriman & Co. 0.01% Add +4.5% 16,056 $1.4M
RFG Advisory, LLC 0.03% Add +48.0% 15,926 $1.4M
Harbour Investments, Inc. 0.02% Add +398.2% 15,918 $1.4M
Western Wealth Management, LLC 0.05% Add +5.0% 15,546 $1.3M
Twelve Points Wealth Management LLC 0.30% Add +14.0% 15,506 $1.3M
Cary Street Partners Financial LLC 0.03% Reduce -0.8% 15,275 $1.3M
Clark Asset Management, LLC 0.12% Reduce -17.9% 15,022 $1.3M
Quest 10 Wealth Builders, Inc. 1.14% Reduce -0.8% 15,019 $1.3M
Maple Capital Management, Inc. 0.09% Reduce -4.3% 14,686 $1.3M
Avantax Planning Partners, Inc. 0.03% Reduce -0.7% 14,624 $1.3M
Byrne Asset Management LLC 0.75% Reduce -0.1% 14,594 $1.3M
Arete Wealth Advisors, LLC 0.09% Add +7.9% 14,592 $1.3M
Boyum Wealth Architects LLC 0.52% Reduce -1.9% 13,444 $1.3M
Sandy Cove Advisors, LLC 0.37% Add +1.6% 14,434 $1.3M
Caprock Group, LLC 0.03% Add +12.5% 14,416 $1.2M
Breakwater Capital Group 0.16% Add +6.9% 14,198 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.40% Add +1.4% 13,095 $1.2M
Note Advisors, LLC 0.60% No change 13,856 $1.2M
Sightline Wealth Advisors, LLC 0.51% Reduce -61.4% 13,797 $1.2M
IFP Advisors, Inc 0.02% Reduce -5.6% 13,582 $1.2M
McIlrath & Eck, LLC 0.09% Reduce -4.0% 13,500 $1.2M
Financial Alternatives, Inc 0.63% Reduce -2.4% 13,491 $1.2M
Pacific Point Advisors, LLC 0.62% New 13,480 $1.2M
Keystone Financial Group, Inc. 0.61% Reduce -43.0% 13,447 $1.2M
Pennington Partners & Co., LLC 0.40% Add +10.0% 13,325 $1.2M
Wedbush Securities Inc. 0.03% Reduce -2.4% 13,235 $1.1M
JMG Financial Group, Ltd. 0.03% Add +7.0% 13,234 $1.1M
4WEALTH Advisors, Inc. 0.97% Add +42.5% 13,606 $1.1M
Advisors Management Group Inc. 0.21% Add +1.5% 13,057 $1.1M
Leo H. Evart, Inc. 0.96% — 12,981 $1.1M
Tred Avon Family Wealth, LLC 0.37% No change 12,810 $1.1M
GenTrust, LLC 0.05% Reduce -0.5% 12,553 $1.1M
T. Rowe Price Associates Inc. 0.00% New 12,500 $1.1M
SC&H Financial Advisors, Inc. 0.16% Add +0.1% 12,399 $1.1M
Parsons Capital Management Inc. 0.05% Add +182.2% 12,366 $1.1M
Venturi Wealth Management, LLC 0.05% Add +40.6% 12,359 $1.1M
Columbia River Financial Group, LLC 0.62% No change 12,338 $1.1M
Nemes Rush Group LLC 0.10% No change 12,328 $1.1M
RKL Wealth Management LLC 0.10% Reduce -6.6% 12,307 $1.1M
Mutual Advisors, LLC 0.02% Reduce -42.0% 12,275 $1.1M
Parallel Advisors, LLC 0.02% Add +2.3% 12,262 $1.1M
Cushing Capital Partners, LLC 0.82% Reduce -6.4% 12,262 $1.1M
CGN Advisors LLC 0.08% Reduce -3.4% 12,232 $1.1M
Prospera Financial Services Inc 0.02% Reduce -3.9% 12,009 $1.0M
Capstone Wealth Management, LLC 0.72% Reduce -0.4% 11,965 $1.0M
Mayport, LLC 0.19% Add +15.9% 11,908 $1.0M
Balefire, LLC 0.19% Add +13.0% 11,806 $1.0M
Aspen Wealth Management LLC 0.20% No change 11,787 $1.0M
Stirlingshire Investments, Inc. 0.89% Reduce -0.7% 11,779 $1.0M
Joel Isaacson & Co., LLC 0.03% Add +4.5% 11,765 $1.0M
Hilltop Partners LLC 0.26% Reduce -1.6% 11,717 $1.0M
Tocqueville Asset Management L.P. 0.01% No change 11,700 $1.0M
Flputnam Investment Management Co. 0.02% Reduce -17.8% 11,688 $1.0M
Broadview Financial Management, LLC 0.69% Reduce -2.7% 11,680 $1.0M
Life Planning Partners, Inc 0.77% Reduce -0.3% 11,669 $1.0M
NorthRock Partners, LLC 0.02% Reduce -1.9% 11,663 $1.0M
PW Nova Financial Services LLC 0.27% Add +175.5% 11,574 $1.0M
Kingswood Wealth Advisors, LLC 0.05% Add +12.0% 11,682 $994K
LJI Wealth Management, LLC 0.16% Reduce -24.7% 11,377 $986K
TAGStone Capital, Inc. 0.34% Reduce -2.8% 11,227 $973K
Wedmont Private Capital 0.03% Add +0.2% 10,594 $968K
VERITY Wealth Advisors 0.64% Add +2.4% 11,144 $966K
Lido Advisors, LLC 0.00% New 11,079 $960K
GKV Capital Management Co., Inc. 0.36% Reduce -8.8% 11,036 $956K
Inman Jager Wealth Management, LLC 0.56% Add +1.4% 11,028 $955K
HORAN Wealth, LLC 0.09% No change 11,133 $942K
DecisionMap Wealth Management, LLC 0.60% Add +1.4% 10,787 $935K
Bailard, Inc. 0.02% No change 10,781 $934K
Integrity Advisory Solutions, LLC 0.12% Add +2.3% 10,700 $927K
Independent Wealth Advisors LLC 0.91% Add +8.1% 10,692 $926K
Ally Invest Advisors Inc. 0.06% Add +25.5% 10,643 $922K
MorganRosel Wealth Management, LLC 0.36% Reduce -10.4% 10,610 $919K
SWS Partners 0.23% Reduce -1.7% 10,607 $919K
Meridian Wealth Management, LLC 0.03% Add +0.4% 10,489 $909K
Brady Martz Wealth Solutions, LLC 0.15% Add +3.6% 10,226 $886K
Financial Council, LLC 0.34% Add +0.5% 10,224 $886K
FSM Wealth Advisors, LLC 0.11% No change 10,178 $882K
Michels Family Financial, LLC 0.63% No change 10,137 $878K
SilverOak Wealth Management LLC 0.14% Add +9.6% 10,095 $875K
Guardian Wealth Advisors, LLC / NC 0.06% Add +4.0% 10,087 $874K
Wealth Enhancement Trust Services, Inc. 0.11% Reduce -6.3% 10,063 $872K
RBF Capital, LLC 0.04% No change 10,000 $866K
Squire Investment Management Company, LLC 0.24% No change 9,995 $866K
Daybright Advisory Services, Inc. 0.24% No change 9,865 $855K
Boston Standard Wealth Management, LLC 0.14% No change 9,515 $834K
Adams Wealth Management 0.18% Add +0.4% 9,611 $833K
CacheTech Inc. 0.16% Add +0.4% 9,611 $833K
CFS Investment Advisory Services, LLC 0.06% Reduce -7.4% 8,799 $829K
Ritholtz Wealth Management 0.01% Add +8.7% 9,556 $828K
Mitchell Capital Management Co. 0.15% Add +21.0% 9,514 $824K
Canandaigua National Trust Co of Florida 0.66% Reduce -73.1% 9,417 $816K
Stokes Family Office, LLC 0.08% Add +26.5% 9,363 $811K
Clare Market Investments LLC 0.17% — 9,355 $811K
Naviter Wealth, LLC 0.10% New 9,312 $807K
Snider Financial Group 0.24% Add +2.4% 9,295 $805K
Legacies Wealth LLC 0.51% Reduce -83.8% 9,271 $803K
Integrity Wealth Solutions LLC 0.31% Add +1.1% 9,161 $794K
Mars Jewett Financial Group, Inc. 0.25% Add +144.4% 8,927 $773K
AlTi Global, Inc. 0.02% No change 8,817 $764K
Icon Wealth Advisors, LLC 0.05% Reduce -13.6% 8,373 $764K
Courage Miller Partners, LLC 0.22% Reduce -39.4% 8,793 $762K
Sax Wealth Advisors, LLC 0.04% No change 8,974 $760K
Argonautica Private Wealth Management, Inc. 0.23% Add +47.2% 8,730 $756K
Wealth Effects LLC 0.26% Add +8.3% 8,590 $744K
Pine Valley Investments Ltd Liability Co 0.04% Add +1.3% 8,524 $739K
Private Trust Co. NA 0.07% Reduce -1.3% 8,461 $733K
Rehmann Capital Advisory Group 0.04% Reduce -2.3% 8,383 $726K
Hutchens & Kramer Investment Management Group, LLC 0.23% Add +0.9% 8,355 $724K
Cherry Tree Wealth Management, LLC 0.15% Reduce -0.8% 8,233 $713K
Fermata Advisors, LLC 0.16% Reduce -0.4% 8,148 $706K
Fisher Asset Management 0.00% New 8,074 $700K
Columbus Macro, LLC 0.07% Reduce -1.6% 8,074 $700K
SCS Capital Management LLC 0.01% No change 8,041 $697K
Global Assets Advisory, LLC 0.20% New 7,586 $693K
Alpine Woods Capital Investors, LLC 0.17% New 8,000 $693K
Unique Wealth, LLC 0.10% New 7,965 $690K
Clearstead Trust, LLC 0.11% Add +103.5% 7,953 $689K
Investment Advisory Group, LLC 0.17% Add +3.1% 7,948 $689K
Biltmore Family Office, LLC 0.10% No change 7,908 $685K
Ballast Financial Advisors LLC 0.70% Add +22.0% 7,879 $683K
Sigma Planning Corp 0.02% Add +0.7% 7,791 $675K
Aspect Partners, LLC 0.28% Add +0.9% 7,768 $673K
Cassilly Financial Group LLC 0.58% No change 7,733 $670K
Essential Planning, LLC. 0.21% Reduce -11.2% 7,723 $669K
Sara-Bay Financial 0.20% Add +1.2% 7,664 $664K
Confluence Wealth Services, Inc. 0.03% Add +0.2% 7,613 $660K
Stratos Wealth Partners, LTD. 0.01% Reduce -23.0% 7,563 $655K
Hantz Financial Services, Inc. 0.01% Add +13.0% 7,447 $645K
Cahill Financial Advisors Inc. 0.07% Add +2.2% 7,376 $639K
J.E. Simmons & Co., P.C. 0.43% Reduce -7.5% 7,370 $639K
Cantor Fitzgerald Investment Advisors L.P. 0.05% No change 7,274 $630K
Pallas Capital Advisors LLC 0.02% No change 7,233 $627K
KDT Advisors, LLC 1.00% Reduce -0.1% 7,215 $625K
Client 1ST Advisory Group, LLC 0.19% Reduce -0.4% 7,213 $625K
Ameritas Advisory Services, LLC 0.02% Add +2.4% 7,124 $617K
DMC Group, LLC 0.42% Reduce -9.9% 7,121 $617K
U.S. Capital Wealth Advisors, LLC 0.02% Add +3.0% 7,106 $616K
Legacy Advisors, LLC 0.07% New 7,095 $615K
Greenline Partners, LLC 0.07% Reduce -24.9% 7,085 $614K
Mayflower Financial Advisors, LLC 0.07% Add +2.2% 7,073 $613K
Truefg, LLC 0.16% Reduce -0.7% 7,069 $612K
Madison Park Capital Advisors, LLC 0.48% Reduce -4.0% 7,065 $612K
KOM Wealth Management Group, LLC 0.41% Reduce -0.0% 6,868 $595K
Independent Financial Group, LLC 0.01% Add +2.9% 6,777 $587K
Regal Investment Advisors LLC 0.03% Reduce -10.1% 6,753 $585K
Atlas Private Wealth Advisors 0.14% No change 6,740 $584K
Elevation Point Wealth Partners, LLC 0.01% New 6,715 $582K
Arax Advisory Partners 0.02% Reduce -58.4% 6,691 $580K
Karras Company, Inc. 0.59% Add +3.9% 6,662 $577K
Sound Stewardship, LLC 0.26% Reduce -1.1% 6,653 $576K
49 Wealth Management, LLC 0.04% No change 6,550 $567K
Harbor Investment Advisory, LLC 0.04% Add +1.6% 6,526 $565K
Hoxton Planning & Management, LLC 0.17% Add +2.2% 6,516 $565K
Watershed Private Wealth LLC 0.17% Reduce -1.5% 6,368 $552K
Signal Advisors Wealth, LLC 0.04% Reduce -4.9% 6,337 $549K
Jacobson & Schmitt Advisors, LLC 0.10% Reduce -6.3% 6,336 $549K
Linscomb Wealth, Inc. 0.02% Reduce -2.2% 6,244 $541K
Selective Wealth Management, Inc. 0.16% New 5,930 $541K
Verdence Capital Advisors LLC 0.03% Reduce -5.2% 6,186 $536K
Ausdal Financial Partners, Inc. 0.02% Add +3.4% 6,168 $534K
Strathmore Capital Advisors, Inc. 0.15% New 5,732 $531K
Renaissance Technologies 0.00% Add +48.8% 6,100 $529K
Wealthfront Advisers LLC 0.00% New 6,099 $528K
STAR Financial Bank 0.25% New 6,087 $527K
HighPoint Advisor Group LLC 0.02% Add +6.5% 6,069 $526K
Beirne Wealth Consulting Services, LLC 0.15% Add +35.2% 6,056 $525K
OpenArc Corporate Advisory, LLC 0.01% Reduce -35.7% 6,053 $524K
Ashton Thomas Private Wealth, LLC 0.01% Add +7.9% 6,052 $524K
Maripau Wealth Management LLC 0.23% Reduce -5.2% 6,020 $522K
Signaturefd, LLC 0.01% Add +9.6% 6,009 $521K
Aegis Wealth Management LLC 0.30% No change 6,000 $520K
Continental Investors Services, Inc. 0.49% Reduce -0.9% 5,392 $517K
Valpey Financial Services, LLC 0.34% Add +5.9% 5,957 $516K
Sfam, LLC 0.48% No change 5,936 $514K
Nations Financial Group Inc, /Ia/ 0.03% Add +9.3% 5,900 $511K
UNIVEST FINANCIAL Corp 0.03% Add +0.3% 5,884 $510K
Fiduciary Financial Group, LLC 0.07% No change 5,860 $508K
Glenview Trust Co 0.01% Reduce -2.8% 5,794 $502K
Cogent Strategic Wealth LLC 0.51% No change 5,779 $501K
Traynor Capital Management, Inc. 0.03% Add +13.4% 5,976 $500K
Fairway Wealth LLC 0.13% No change 5,766 $500K
Tectonic Advisors LLC 0.03% No change 5,729 $496K
Sovran Advisors, LLC 0.04% Reduce -3.9% 5,285 $492K
Sharper & Granite LLC 0.17% Reduce -0.5% 5,658 $490K
Quotient Wealth Partners, LLC 0.01% Add +91.9% 5,627 $488K
Burling Wealth Partners, LLC 0.08% No change 5,622 $487K
Moors & Cabot, Inc. 0.02% Reduce -6.0% 5,558 $482K
Wise Wealth Partners 0.65% No change 5,544 $480K
Up Strategic Wealth Investment Advisors LLC 0.30% No change 5,042 $478K
Portside Wealth Group, LLC 0.06% New 5,496 $476K
Private Capital Management, LLC 0.05% Add +13.1% 5,489 $476K
Benchmark Financial Wealth Advisors, LLC 0.13% No change 5,489 $476K
Summit Wealth Group, LLC 0.11% No change 5,482 $475K
Westmount Partners, LLC 0.12% No change 5,449 $472K
Wealth Management Associates, Inc. 0.16% No change 5,445 $472K
Wolff Wiese Magana LLC 0.26% No change 5,439 $471K
Novus Advisors, LLC 1.05% New 5,428 $470K
MBL Wealth, LLC 0.04% Add +5.8% 5,419 $470K
Good Harbor Advisors, Inc. 0.51% No change 5,387 $467K
55 North Private Wealth, LLC 0.12% Reduce -3.7% 5,375 $466K
Marex Group Ltd 0.00% Add +1.1% 5,370 $465K
ZEGA Investments, LLC 0.09% New 5,352 $464K
ForthRight Wealth Management, LLC 0.13% Add +12.0% 5,328 $462K
Financial Engines Advisors L.L.C. 0.00% Reduce -6.1% 5,322 $461K
Bison Wealth, LLC 0.04% No change 4,794 $458K
Romano Brothers and Company 0.05% Add +74.9% 5,288 $458K
Pure Financial Advisors, LLC 0.01% Add +2.4% 5,275 $457K
Everstar Asset Management, LLC 0.24% Reduce -15.9% 5,273 $457K
Merit Financial Group, LLC 0.00% Add +11.3% 5,263 $456K
AAF Wealth Management, LLC 0.19% Reduce -9.6% 5,263 $456K
Howe & Rusling Inc. 0.03% Add +6.0% 5,247 $455K
Smartleaf Asset Management LLC 0.02% Add +1119.8% 5,416 $454K
International Assets Investment Management, LLC 0.03% Reduce -9.3% 5,175 $453K
SHP Wealth Management 0.03% Reduce -36.5% 5,228 $453K
Pinnacle Wealth Management Group, Inc. 0.22% Add +11.9% 5,160 $447K
Vertex Planning Partners, LLC 0.09% Add +15.8% 5,150 $446K
PUREfi Wealth, LLC 0.29% Reduce -0.1% 5,143 $446K
Franklin Resources Inc. 0.00% No change 5,125 $444K
Curi Capital, LLC 0.01% Add +2.8% 5,109 $443K
Obermeyer Wealth Partners 0.02% Add +53.3% 5,092 $441K
Sage Mountain Advisors LLC 0.03% Add +19.0% 5,056 $438K
Aspiring Ventures, LLC 0.15% No change 5,000 $433K
ARS Investment Partners, LLC 0.02% No change 5,000 $433K
Urban Wealth Management, LLC 0.44% Reduce -35.4% 4,969 $431K
Next Capital Management LLC 0.13% No change 4,962 $430K
Wealth Alliance, LLC 0.04% Reduce -9.4% 4,927 $427K
Tenon Financial LLC 0.17% No change 4,925 $427K
Tradewinds, LLC. 0.14% New 4,575 $426K
Modera Wealth Management, LLC 0.01% Reduce -7.4% 4,910 $425K
Thrive Wealth Management, LLC 0.06% Add +2.0% 4,898 $424K
Dagco, Inc. 0.09% No change 4,885 $423K
Continuum Advisory, LLC 0.04% Reduce -9.6% 4,884 $423K
Koshinski Asset Management, Inc. 0.03% No change 4,882 $423K
Insigneo Advisory Services, LLC 0.03% Add +28.5% 4,829 $418K
Planning Center, Inc. 0.04% No change 4,822 $418K
JDH Wealth Management, LLC 0.28% Reduce -8.1% 4,804 $416K
UMB Bank, n.a. 0.01% No change 4,786 $415K
KWB Wealth 0.04% No change 4,896 $414K
B. Riley Wealth Advisors, Inc. 0.03% Add +21.3% 4,909 $411K
Evanson Asset Management, LLC 0.02% No change 4,740 $411K
Spectrum Strategic Capital Management, LLC 0.22% Reduce -10.2% 4,727 $410K
Strid Group, LLC 0.05% No change 4,716 $409K
Wealthcare Capital Partners, LLC 0.19% Reduce -1.8% 4,710 $408K
VestGen Advisors, LLC 0.01% New 4,254 $403K
Level Four Advisory Services, LLC 0.01% Add +3.3% 4,639 $402K
Tranquility Partners, LLC 0.15% No change 4,609 $399K
Advisor OS, LLC 0.03% No change 4,591 $398K
Sovereign Financial Group, Inc. 0.07% Reduce -5.2% 4,541 $393K
TFC Financial Management, Inc. 0.05% No change 4,529 $392K
AlphaStar Capital Management, LLC 0.03% Add +0.0% 4,505 $390K
Intelligence Driven Advisers, LLC 0.07% Reduce -1.1% 4,490 $389K
Marshall Financial Group, LLC 0.06% Reduce -34.0% 4,482 $388K
May Hill Capital, LLC 0.10% Reduce -1.6% 4,470 $387K
Riverbend Wealth Management, LLC 0.24% Add +2.0% 4,451 $386K
True North Advisors, LLC 0.04% No change 4,445 $385K
Able Wealth Management LLC 0.10% No change 4,417 $383K
Gibbs Wealth Management 0.05% New 4,383 $380K
Silver Oak Securities, Incorporated 0.03% Reduce -51.1% 4,373 $379K
Concurrent Investment Advisors, LLC 0.00% New 4,356 $377K
Medallion Wealth Advisors, LLC 0.12% No change 4,336 $376K
McGlone Suttner Wealth Management, Inc. 0.05% No change 4,329 $375K
Vision Retirement, LLC 0.11% Reduce -25.8% 4,326 $375K
M3 Advisory Group, LLC 0.23% Add +1.4% 4,321 $374K
waypoint wealth counsel 0.19% No change 4,314 $374K
Evernest Financial Advisors, LLC 0.08% No change 4,014 $371K
Main Street Financial Solutions, LLC 0.03% Reduce -12.9% 4,262 $369K
MJP Associates Inc. 0.04% No change 4,255 $369K
Ballentine Partners, LLC 0.01% Reduce -19.8% 4,252 $368K
GTS Securities LLC 0.01% Reduce -70.6% 4,247 $368K
BIP Wealth, LLC 0.01% Add +5.0% 4,194 $363K
Facet Wealth, Inc. 0.01% Add +5.1% 4,134 $358K
Duncker Streett & Co. Inc. 0.07% No change 4,110 $356K
Beckerman Institutional, LLC 0.19% No change 4,102 $355K
Enzi Wealth 0.12% No change 4,100 $355K
Roof Eidam Maycock Peralta, LLC 0.08% No change 4,070 $353K
Invested Advisors 0.35% Add +18.7% 4,049 $351K
Calton & Associates, Inc. 0.05% Reduce -0.5% 4,012 $348K
TPG Advisors LLC 0.22% Reduce -0.4% 4,012 $348K
Total Clarity Wealth Management, Inc. 0.08% Add +13.2% 3,995 $346K
Birchbrook, Inc. 0.17% No change 3,987 $345K
GDS Wealth Management 0.02% Add +0.0% 3,986 $345K
Cooper Financial Group 0.03% Add +7.3% 3,983 $345K
Spartan Wealth Advisory Services LLC 0.03% — 3,965 $344K
ATLas Financial Planning LLC 0.31% Reduce -4.7% 3,956 $343K
Venture Visionary Partners LLC 0.01% New 3,955 $343K
RAM Investment Partners, LLC 0.06% No change 3,955 $343K
Embree Financial Group 0.04% No change 3,938 $341K
Silverlake Wealth Management LLC 0.07% Add +10.4% 3,900 $338K
Kiley Juergens Wealth Management, LLC 0.06% New 3,900 $338K
Sunbelt Securities, Inc. 0.02% Add +131.4% 3,885 $337K
Russell Investments Group, Ltd. 0.00% Reduce -0.5% 3,882 $336K
Financial Architects, LLC 0.18% No change 3,880 $336K
Brand Asset Management Group, Inc. 0.09% New 3,875 $336K
RPG Investment Advisory, LLC 0.04% New 3,863 $335K
American Financial Advisors, LLC 0.04% Add +12.0% 3,861 $335K
Summit Investment Advisory Services, LLC 0.12% No change 3,848 $333K
Kaufman Rossin Wealth, LLC 0.19% No change 3,837 $332K
Security Financial Services, INC. 0.05% Reduce -50.3% 3,837 $332K
Perigon Wealth Management, LLC 0.01% Add +3.4% 3,830 $332K
Stephens Inc. 0.00% No change 3,811 $330K
Colorado Capital Management, Inc. 0.12% Add +17.8% 3,807 $330K
CENTRAL TRUST Co 0.01% No change 3,785 $328K
Bartlett & Co. Wealth Management LLC 0.00% New 3,516 $325K
SIMA Wealth Partners, LLC 0.25% Add +8.3% 3,722 $322K
Laurel Oak Wealth Management, LLC 0.05% Add +19.9% 3,708 $321K
Capital Advisors, Ltd. LLC 0.04% No change 3,698 $320K
Advisors Capital Management, LLC 0.00% Reduce -6.0% 3,678 $319K
Blue Water Asset Management 0.11% Add +0.0% 3,675 $318K
LeClair Wealth Partners LLC 0.11% New 3,675 $318K
Access Financial Services, Inc. 0.11% Add +8.7% 3,670 $318K
FSA Advisors, Inc. 0.21% Add +4.0% 3,654 $317K
Impact Partnership Wealth, LLC 0.04% Add +26.1% 3,647 $316K
Apella Capital, LLC 0.00% Add +23.5% 3,346 $315K
Strategic Investment Solutions, Inc. 0.08% Add +0.3% 3,623 $314K
Keystone Financial Group 0.02% No change 3,601 $312K
BlueStem Wealth Partners, LLC 0.03% New 3,532 $306K
Kestra Investment Management, LLC 0.01% Add +22.9% 3,521 $305K
Tactive Advisors, LLC 0.09% Reduce -2.1% 3,513 $304K
CoreCap Advisors, LLC 0.01% Add +0.7% 3,511 $304K
Capital Investment Counsel, LLC 0.04% Reduce -2.8% 3,508 $304K
CVFG LLC 0.04% Add +0.7% 3,497 $303K
Evolve Private Wealth, LLC 0.02% Reduce -1.5% 3,496 $303K
Libra Wealth LLC 0.09% No change 3,485 $302K
Sterling Investment Advisors LLC 0.14% Add +1.2% 3,473 $301K
First Heartland Consultants, Inc. 0.02% Reduce -1.9% 3,440 $298K
CIBC Bancorp USA Inc. 0.00% — 3,404 $295K
Cooper/Haims Advisors, LLC 0.14% Add +7.8% 3,393 $294K
Bravias Capital Group, LLC 0.19% No change 3,367 $292K
Drucker Wealth 3.0, LLC 0.05% Reduce -0.7% 3,361 $291K
Seascape Capital Management 0.08% No change 3,355 $291K
True Blue Financial, LLC 0.23% New 3,337 $289K
Valeo Financial Advisors, LLC 0.01% Add +2.8% 3,312 $287K
Beacon Financial Advisory LLC 0.06% Reduce -0.3% 3,309 $287K
Graves Light Lenhart Wealth, Inc. 0.03% No change 3,254 $282K
Williams Jones Wealth Management, LLC. 0.00% Add +7.5% 3,240 $281K
Beacon Bank & Trust 0.06% Reduce -4.3% 3,235 $280K
Dorsey & Whitney Trust CO LLC 0.02% No change 3,232 $280K
Claro Advisors Inc. 0.03% Add +5.8% 3,230 $280K
Reflection Asset Management 0.17% No change 3,023 $279K
Talon Private Wealth, LLC 0.04% — 3,221 $279K
Greenwood Gearhart LLC 0.01% Reduce -7.8% 3,211 $278K
Certified Advisory Corp 0.02% No change 3,180 $276K
Creative Financial Designs Inc. 0.02% Reduce -2.7% 3,174 $275K
Foundations Investment Advisors, LLC 0.00% Add +4.2% 3,170 $275K
Helium Advisors LLC 0.26% Add +6.9% 3,162 $274K
Fi3 FINANCIAL ADVISORS, LLC 0.08% No change 3,151 $273K
Stratos Investment Management, LLC 0.01% No change 3,142 $272K
TritonPoint Partners, LLC 0.10% No change 3,141 $272K
Sanchez Levi Garrett 0.17% — 3,132 $271K
Sapient Capital LLC 0.00% New 3,130 $271K
Baker Avenue Asset Management, LP 0.01% Add +30.5% 3,105 $269K
BlackDiamond Wealth Management, LLC 0.13% Reduce -25.6% 3,103 $269K
Dakota Wealth Management 0.01% No change 3,087 $267K
Shufro Rose & Co. LLC 0.02% No change 3,025 $262K
Lakeshore Financial Planning, Inc. 0.10% No change 3,024 $262K
Red Mountain Financial, LLC 0.24% No change 2,976 $258K
DAVENPORT & Co LLC 0.00% New 2,970 $257K
Cornerstone Planning Group LLC 0.03% Add +317.8% 2,745 $257K
Hazlett, Burt & Watson, Inc. 0.08% No change 2,969 $257K
Jim Saulnier & Associates, LLC 0.12% No change 2,945 $255K
Patriot Investment Management Group, Inc. 0.02% No change 2,928 $254K
TCI Wealth Advisors, Inc. 0.01% New 2,910 $252K
Ashton Thomas Securities, LLC 0.03% New 2,904 $252K
Lee Danner & Bass Inc. 0.02% No change 2,900 $251K
Cape Investment Advisory, Inc. 0.08% Add +21.5% 2,882 $250K
EPG Wealth Management LLC 0.07% Add +7.5% 2,849 $247K
Compound Planning, Inc. 0.01% New 2,837 $246K
Liberty Wealth Management LLC 0.03% New 2,828 $245K
Citigroup Inc. 0.00% Add +1.8% 2,818 $244K
National Wealth Management Group, LLC 0.09% Add +7.3% 2,809 $243K
Bedel Financial Consulting, Inc. 0.03% No change 2,767 $240K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% New 2,765 $240K
Polaris Investment Advisors, LLC 0.17% No change 2,763 $239K
NewEdge Wealth, LLC 0.00% Add +9.2% 2,734 $237K
Capital Group Private Client Services, Inc. 0.00% Reduce -5.7% 2,717 $235K
Cornerstone Advisors Asset Management, LLC 0.04% No change 2,698 $234K
Rossby Financial, LCC 0.05% Reduce -20.4% 2,639 $231K
Birchcreek Wealth Management, LLC 0.11% New 2,641 $229K
Cora Capital Advisors LLC 0.08% No change 2,632 $228K
RFP Financial Group LLC 0.12% New 2,616 $227K
Aaron Wealth Advisors LLC 0.01% New 2,592 $225K
Magnus Financial Group LLC 0.02% Reduce -52.1% 2,569 $223K
Means Investment Co., Inc. 0.02% No change 2,567 $222K
Element Pointe Advisors, LLC 0.04% No change 2,566 $222K
Obsidian Cio, LLC 0.20% New 2,540 $220K
American State Bank (Iowa) 0.11% No change 2,525 $219K
Raab & Moskowitz Asset Management LLC 0.05% Add +2.7% 2,508 $217K
Vanguard Advisers Inc. 0.00% — 2,503 $217K
EverSource Wealth Advisors, LLC 0.01% Add +20.0% 2,478 $215K
Invera Wealth Advisors, LLC 0.14% New 2,442 $212K
Commonwealth Retirement Investments LLC 0.07% Reduce -1.6% 2,441 $211K
Empower Advisory Group, LLC 0.00% Add +0.4% 2,424 $210K
Accredited Investors Inc. 0.01% New 2,421 $210K
Hobbs Group Advisors, LLC 0.06% No change 2,414 $209K
Christensen, King & Associates Investment Services, Inc. 0.09% Reduce -3.9% 2,413 $209K
LFG Wealth Partners, LLC 0.13% New 2,412 $209K
Falcon Wealth Planning 0.01% New 2,410 $209K
BridgePort Financial Solutions, LLC 0.06% Add +1.3% 2,396 $208K
Clear Investment Research, LLC 0.32% Reduce -22.4% 2,395 $207K
Holos Integrated Wealth LLC 0.10% Add +194.8% 2,358 $207K
Klaas Financial Asset Advisors, LLC 0.03% Reduce -5.0% 2,376 $206K
Forza Wealth Management, LLC 0.07% Reduce -10.5% 2,344 $203K
Huntington National Bank 0.00% New 2,315 $201K
Tannin Capital LLC 0.15% New 2,312 $200K
LPWM LLC 0.05% New 2,312 $200K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% New 2,311 $200K
MidFirst Bank 0.02% No change 2,225 $193K
TD Waterhouse Canada Inc. 0.00% Add +0.3% 2,201 $193K
Godfrey Financial Associates, Inc. 0.15% Add +2.0% 2,085 $181K
Key Financial Inc 0.03% No change 2,053 $178K
Torren Management, LLC 0.09% No change 2,042 $177K
DT Investment Partners, LLC 0.01% No change 2,038 $177K
CoreFirst Bank & Trust 0.09% Reduce -6.9% 2,034 $176K
Tacita Capital Inc 0.10% No change 1,919 $166K
KM Capital Management Ltd. 0.11% Reduce -38.2% 1,716 $164K
Delos Wealth Advisors, LLC 0.09% Add +31.8% 1,850 $160K
Glen Eagle Advisors, LLC 0.02% Add +13.2% 1,805 $156K
WFA of San Diego, LLC 0.12% Reduce -1.4% 1,784 $155K
Lanark Financial, Inc. 0.01% Reduce -8.7% 1,773 $154K
Wellington Shields & Co., LLC 0.04% New 1,750 $152K
Raleigh Capital Management Inc. 0.05% Add +198.5% 1,743 $151K
Princeton Global Asset Management LLC 0.02% Add +26.8% 1,734 $150K
Toth Financial Advisory Corp. 0.02% New 1,648 $143K
Ameriflex Group, Inc. 0.07% Reduce -12.6% 1,608 $139K
HHM Wealth Advisors, LLC 0.01% No change 1,485 $129K
Comprehensive Financial Planning, Inc. 0.08% No change 1,400 $121K
Addison Advisors LLC 0.03% No change 1,393 $121K
Tucker Asset Management LLC 0.04% Add +54.5% 1,366 $118K
Main Street Group, LTD 0.04% New 1,345 $117K
CVA Family Office, LLC 0.01% No change 1,324 $115K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,233 $113K
Capital Investment Advisory Services, LLC 0.01% Add +5.1% 1,235 $107K
Global Trust Asset Management, LLC 0.04% No change 1,196 $104K
Federation des caisses Desjardins du Quebec 0.00% No change 1,162 $101K
Simplex Trading, LLC 0.00% Add +591.6% 1,155 $100K
TD Private Client Wealth LLC 0.00% Reduce -3.2% 1,127 $98K
Missouri Trust & Investment Co 0.03% New 1,125 $97K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,124 $97K
GHP Investment Advisors, Inc. 0.00% No change 966 $84K
Gallagher Fiduciary Advisors, LLC 0.00% Add +10169.4% 7,241,805 $84K
POM Investment Strategies, LLC 0.10% New 959 $83K
Breakwater Investment Management 0.03% No change 910 $79K
Retiremitten Financial LLC 0.04% — 898 $78K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 890 $77K
Synergy Investment Management, LLC 0.02% New 877 $76K
ESL Trust Services, LLC 0.01% Reduce -21.9% 875 $76K
Anfield Capital Management, LLC 0.02% Add +1.2% 857 $74K
Cranbrook Wealth Management, LLC 0.01% No change 824 $71K
Root Financial Partners, LLC 0.00% Add +1369.6% 823 $71K
Oakworth Capital, Inc. 0.00% No change 818 $71K
Rothschild Investment LLC 0.00% No change 795 $69K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 785 $68K
FAS Wealth Partners, Inc. 0.00% Reduce -5.6% 762 $66K
Wilmington Savings Fund Society, FSB 0.00% New 760 $66K
MeadowBrook Investment Advisors LLC 0.06% No change 725 $63K
Colonial Trust Co / SC 0.01% Reduce -16.0% 707 $61K
Indiana Trust & Investment Management Co 0.02% Add +48.4% 705 $61K
Wellington Grp LLC 0.02% Reduce -36.3% 663 $57K
Bank of New Hampshire 0.01% No change 651 $56K
SOA Wealth Advisors, LLC. 0.01% No change 640 $55K
Signature Equity Partners, LLC 0.03% No change 630 $55K
Morris Financial Concepts, Inc. 0.02% No change 600 $52K
Larson Financial Group LLC 0.00% Reduce -46.9% 600 $52K
Blume Capital Management, Inc. 0.01% No change 594 $51K
JFS Wealth Advisors, LLC 0.00% New 585 $51K
Financial Life Planners 0.04% New 578 $50K
McGuire Capital Advisors Inc. 0.03% No change 576 $50K
Tompkins Financial Corp. 0.00% No change 573 $50K
Abound Wealth Management 0.01% No change 568 $49K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 547 $47K
Mascoma Wealth Management LLC 0.01% No change 510 $44K
Heritage Wealth Advisors 0.00% No change 498 $43K
St Germain D J Co. Inc. 0.00% No change 490 $42K
YANKCOM Partnership 0.02% No change 449 $39K
IAG Wealth Partners, LLC 0.00% No change 436 $38K
United Financial Planning Group LLC 0.02% Add +46.6% 431 $37K
Strategic Wealth Advisors LLC 0.03% No change 416 $36K
Avion Wealth 0.01% No change 426 $36K
MPWM Advisory Solutions, LLC 0.02% No change 415 $36K
Financial Perspectives, Inc 0.01% No change 408 $35K
Lloyd Advisory Services, LLC. 0.01% New 399 $35K
Kingdom Financial Group LLC. 0.01% New 399 $35K
Retirement Wealth Solutions LLC 0.02% No change 397 $34K
Canton Hathaway, LLC 0.01% No change 389 $34K
Miller Capital Partners, Inc. 0.02% No change 385 $33K
LFA - Lugano Financial Advisors SA 0.02% No change 369 $32K
Halbert Hargrove Global Advisors, LLC 0.00% No change 367 $32K
REAP Financial Group, LLC 0.01% No change 351 $30K
Luken Investment Analytics, LLC 0.01% No change 347 $30K
Wellington Shields Capital Management, LLC 0.00% New 320 $28K
Founders Financial Alliance, LLC 0.01% Reduce -0.6% 318 $28K
Westside Investment Management, Inc. 0.00% No change 311 $27K
Matrix Private Capital Group LLC 0.01% New 307 $27K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% No change 305 $26K
Sound Income Strategies, LLC 0.00% Add +0.3% 299 $26K
Capital Investment Counsel, Inc 0.00% No change 300 $26K
Strategic Wealth Partners, Ltd. 0.00% No change 288 $25K
Twin Peaks Wealth Advisors, LLC 0.01% New 280 $24K
Park Square Financial Group, LLC 0.18% Reduce -72.4% 279 $24K
Bogart Wealth, LLC 0.00% No change 276 $24K
Networth Advisors, LLC 0.02% Reduce -9.1% 271 $23K
Cedar Mountain Advisors, LLC 0.00% New 270 $23K
LRI Investments, LLC 0.00% No change 250 $22K
VSM Wealth Advisory, LLC 0.01% No change 245 $21K
United Community Bank 0.01% No change 232 $20K
Paladin Advisory Group, LLC 0.01% Add +40.5% 215 $19K
Westend Capital Management, LLC 0.01% New 213 $18K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 210 $18K
Beaird Harris Wealth Management, LLC 0.00% No change 208 $18K
Activest Wealth Management 0.00% Reduce -35.3% 202 $18K
West Branch Capital LLC 0.00% New 200 $17K
GAMMA Investing LLC 0.00% No change 198 $17K
Tsfg, LLC 0.00% No change 195 $17K
Hanson & Doremus Investment Management 0.00% No change 187 $16K
Rossmore Private Capital 0.00% No change 175 $15K
Financial Freedom, LLC 0.01% No change 174 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 166 $14K
Evolution Wealth Management Inc. 0.01% No change 160 $14K
Sachetta, LLC 0.01% Add +9.7% 159 $14K
Blue Trust, Inc. 0.00% Reduce -34.9% 157 $14K
Plante Moran Financial Advisors, LLC 0.00% No change 150 $13K
Fortitude Family Office, LLC 0.00% No change 137 $12K
3Chopt Investment Partners, LLC 0.00% New 136 $12K
Timmons Wealth Management, LLC 0.01% No change 135 $12K
Millstone Evans Group, LLC 0.01% No change 133 $12K
Triumph Capital Management 0.00% No change 129 $11K
Key Capital Management, INC 0.01% Reduce -4.5% 127 $11K
Go Invest LLC 0.00% Add +6.9% 124 $11K
Parkside Financial Bank & Trust 0.00% No change 122 $11K
Birchwood Financial Partners, Inc. 0.01% No change 121 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -3.2% 120 $10K
Copia Wealth Management 0.01% No change 106 $9K
NFSG Corp 0.00% No change 103 $9K
WPG Advisers, LLC 0.01% Reduce -68.0% 100 $9K
Rialto Wealth Management, LLC 0.00% New 99 $9K
Coston, McIsaac & Partners 0.00% No change 100 $8K
Independence Bank of Kentucky 0.00% No change 88 $8K
West Paces Advisors Inc. 0.00% No change 84 $7K
Archer Investment Corp 0.00% Add +182.8% 82 $7K
GW&K Investment Management, LLC 0.00% Add +172.4% 79 $7K
Colonial Trust Advisors 0.00% No change 80 $7K
Oxford Financial Group, LTD. LLC 0.00% No change 73 $6K
Smallwood Wealth Investment Management, LLC 0.00% New 73 $6K
Clark Wealth Partners 0.00% New 56 $5K
Cambient Family Office, LLC 0.00% No change 56 $5K
Stone House Investment Management, LLC 0.00% Reduce -100.0% 54 $5K
SJS Investment Consulting Inc. 0.00% No change 51 $4K
Aventura Private Wealth, LLC 0.00% No change 50 $4K
Atlantic Private Wealth, LLC 0.00% No change 49 $4K
Whittier Trust Co. of Nevada Inc. 0.00% No change 48 $4K
Resources Management Corp. /CT/ 0.00% Add +21.9% 50 $4K
HighMark Wealth Management LLC 0.00% Reduce -37.0% 46 $4K
Basepoint Wealth LLC 0.00% No change 45 $4K
GGM Financial LLC 0.00% Reduce -34.9% 41 $4K
Atwood & Palmer Inc. 0.00% New 36 $3K
Orion Capital Management LLC 0.00% No change 32 $3K
Global Wealth Strategies & Associates 0.00% No change 32 $3K
Ascentis Independent Advisors 0.00% New 28 $2K
Trust Co 0.00% No change 26 $2K
Versant Capital Management, Inc 0.00% New 26 $2K
Salem Investment Counselors Inc. 0.00% New 25 $2K
Valley National Advisers Inc. 0.00% New 33 $2K
PFS Partners, LLC 0.00% Reduce -78.3% 21 $2K
Crewe Advisors LLC 0.00% No change 19 $2K
Wiser Advisor Group LLC 0.00% No change 18 $2K
Quadrant Capital Group LLC 0.00% No change 18 $2K
Benson Wealth Management INC 0.00% No change 14 $1K
MV Capital Management, Inc. 0.00% No change 14 $1K
CKW Financial Group 0.00% No change 9 $1K
Greykasell Wealth Strategies, Inc. 0.00% No change 11 $971
Cassaday & Co Wealth Management LLC 0.00% New 10 $867
Walsh & Associates, LLC 0.00% No change 8 $706
RHL Group, LLC 0.00% Reduce -36.4% 7 $606
Richard W. Paul & Associates, LLC 0.00% Add +50.0% 3 $260

"% of holder's portfolio" is IXUS's weight in each manager's 13F, not the share of iShares Core Intl Stock ETF the manager owns.