iShares Core Intl Stock ETFIXUSETF

13F holders, Q2 2026 (June 30)
1,058holders +54
95new positions
37sold out
4famous investors
$94.97avg. 13F price*

At the end of Q2 2026, 1,058 institutions reported holding iShares Core Intl Stock ETF (IXUS) in their 13F filings, up 54 from Q1 2026. 95 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($26.2B), Acorns Advisers, LLC ($3.6B) and Alliancebernstein L.P. ($2.2B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions95$230.9M
Exits37$245.8M

All 13F filers, Q1 2026 → Q2 2026: 18,244,755 shares bought and 23,251,114 shares sold, net −5,006,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,058 holders

BlackRock, Inc. 0.39% Reduce -1.6% 274,117,987 $26.2B
Acorns Advisers, LLC 23.23% Add +2.3% 37,327,069 $3.6B
Alliancebernstein L.P. 0.74% Add +4.6% 25,793,599 $2.2B
Envestnet Asset Management Inc. 0.27% Add +2.1% 12,009,882 $1.1B
US Bancorp \de 1.21% Add +19.4% 11,650,196 $1.1B
Captrust Financial Advisors 1.56% Reduce -1.9% 10,690,453 $1.0B
Morgan Stanley 0.05% Reduce -24.7% 9,990,270 $953.5M
Bank of America Corp. 0.05% Reduce -7.6% 8,096,593 $772.7M
D.A. Davidson & Co. 4.18% Add +1.9% 7,913,764 $755.3M
Focus Partners Wealth 0.68% Reduce -0.2% 6,980,418 $666.2M
Sequoia Financial Advisors, LLC 3.00% Add +4.1% 6,296,845 $601.0M
Pathstone Holdings, LLC 1.50% Add +22214.3% 5,389,360 $514.4M
LPL Financial LLC 0.11% Add +11.7% 5,023,941 $479.5M
Adventist Health System Sunbelt Healthcare Corp. 9.67% Reduce 0.0% 3,160,758 $301.7M
Amica Mutual Insurance Co. 24.53% Reduce -7.8% 3,083,208 $294.5M
Clark Capital Management Group, Inc. 1.53% Reduce -1.1% 2,941,250 $280.7M
Waldron Private Wealth LLC 9.55% Reduce -0.3% 2,890,655 $275.9M
UBS Group AG 0.04% Add +2.0% 2,513,209 $239.9M
Mariner, LLC 0.24% Reduce -0.9% 2,455,521 $233.9M
Royal Bank of Canada 0.04% Add +1.8% 2,335,950 $222.9M
Ameriprise Financial Inc. 0.04% Add +2.9% 2,187,306 $208.7M
Fund Evaluation Group, LLC 5.50% Reduce -8.4% 2,134,934 $203.8M
Davidson Investment Advisors 8.28% Add +0.1% 2,122,254 $202.5M
Wells Fargo & Company 0.03% Add +4.3% 2,061,566 $196.8M
HighTower Advisors, LLC 0.18% Add +2.8% 1,909,445 $182.2M
Cahaba Wealth Management, Inc. 10.41% Add +2.2% 1,807,604 $172.5M
AMG National Trust Bank 3.53% Add +4.5% 1,799,901 $171.8M
Cetera Investment Advisers 0.15% Add +5.8% 1,771,279 $169.1M
Gerber Kawasaki Wealth & Investment Management 4.28% Add +6.7% 1,680,304 $160.4M
Hardy Reed LLC 9.71% Reduce -0.0% 1,585,303 $151.3M
Commonwealth Equity Services, LLC 0.19% Add +4.2% 1,571,026 $149.9M
Janney Montgomery Scott LLC 0.28% Add +1.5% 1,525,461 $145.6M
Raymond James Financial Inc. 0.04% Add +7.6% 1,521,349 $145.2M
Prime Capital Investment Advisors, LLC 1.30% Add +20.7% 1,404,457 $134.0M
Orion Porfolio Solutions, LLC 0.94% Reduce -3.4% 1,292,181 $123.3M
Allworth Financial LP 0.50% Reduce -13.3% 1,232,210 $117.6M
Compass Ion Advisors, LLC 9.48% Add +1.9% 1,152,135 $110.0M
Osaic Holdings, Inc. 0.13% Add +18.9% 1,147,148 $109.5M
Bank of Hawaii 5.36% Reduce -1.7% 1,137,805 $108.6M
Clearstead Advisors, LLC 0.94% Reduce -0.3% 1,047,523 $100.0M
Jones Financial Companies LLLP 0.04% Add +13.2% 1,026,979 $97.1M
JPMorgan Chase & Co. 0.01% Add +4.3% 987,573 $93.6M
AlphaCore Capital LLC 1.68% Add +8.5% 956,986 $91.3M
Capstone Financial Advisors, Inc. 4.24% Add +0.6% 911,328 $87.0M
Cambridge Investment Research Advisors, Inc. 0.19% Add +1.0% 903,872 $86.3M
TRUE Private Wealth Advisors 7.10% Reduce -15.6% 862,127 $82.3M
Alerus Financial NA 3.53% Reduce -0.1% 845,112 $80.7M
Wealthspire Advisors, LLC 0.44% Add +0.9% 842,622 $80.4M
Lowe Brockenbrough & Co. Inc. 3.23% Add +3.4% 760,416 $72.6M
Aviso Financial Inc. 2.47% Add +9.3% 745,177 $71.1M
Legacy Wealth Management, LLC 3.64% Reduce -1.5% 728,716 $69.5M
Forvis Mazars Wealth Advisors, LLC 1.16% Reduce -3.3% 728,090 $69.5M
Corient Private Wealth LP 0.09% Add +0.3% 666,181 $63.6M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -10.4% 633,567 $60.5M
Stifel Financial Corp. 0.05% Add +6.3% 624,773 $59.6M
Tiller Private Wealth, Inc. 18.57% Reduce -0.6% 621,092 $59.3M
M&T Bank Corp 0.17% Reduce -1.6% 616,609 $58.8M
Steward Partners Investment Advisory, LLC 0.29% Add +37.3% 594,031 $56.7M
Composition Wealth, LLC 0.66% Add +11.1% 591,873 $56.5M
MML Investors Services, LLC 0.11% Add +18.3% 576,881 $55.1M
Adventist Health System/ West 8.27% No change 552,898 $52.8M
Astoria Strategic Wealth, Inc. 11.83% Add +0.2% 542,748 $51.8M
Chesley Taft & Associates LLC 2.01% Add +3.6% 540,179 $51.6M
Equitable Trust Co. 2.11% Reduce -3.5% 529,756 $50.6M
Factory Mutual Insurance Co. 0.47% New 524,000 $50.0M
Waverly Advisors, LLC 0.29% Add +40.6% 518,215 $49.5M
Bricktown Capital, LLC 8.86% Add +3.2% 514,044 $49.1M
Allen Investment Management, LLC 0.54% Add +0.9% 480,805 $45.9M
Johnson Financial Group, Inc. 1.47% Reduce -0.0% 469,910 $44.8M
Geneos Wealth Management Inc. 0.90% Add +0.0% 463,174 $44.2M
Mercer Global Advisors Inc. 0.05% Add +531.9% 449,280 $42.9M
Standpoint Asset Management, LLC 8.89% Add +3.8% 444,300 $42.4M
World Investment Advisors 0.67% Add +0.0% 462,244 $40.3M
SWF LLC 2.63% New 412,419 $39.4M
Lodestar Private Asset Management LLC 3.38% Add +9.8% 409,902 $39.1M
Principal Securities, Inc. 0.46% Reduce -5.0% 404,333 $38.6M
Graney & King, LLC 13.64% New 397,614 $37.9M
PNC Financial Services Group, Inc. 0.02% Add +1.2% 385,388 $36.8M
Savant Capital, LLC 0.10% Reduce -0.1% 361,898 $34.5M
HUB Investment Partners, LLC 0.61% Add +4.2% 348,109 $33.2M
Meridian Wealth Partners, LLC 3.89% Add +1.1% 336,456 $32.1M
Stone House Investment Management, LLC 4.12% Add +601788.9% 325,020 $31.0M
Mars Jewett Financial Group, Inc. 6.20% Add +3493.8% 320,820 $30.6M
Integrated Wealth Concepts LLC 0.19% Add +16.7% 311,599 $29.7M
Wick Capital Partners, LLC 4.24% Add +11.0% 294,580 $28.1M
Regatta Capital Group, LLC 3.72% Add +12.0% 289,517 $27.6M
Aptus Capital Advisors, LLC 0.19% Add +8.8% 277,937 $26.5M
Cerity Partners LLC 0.03% Add +2.2% 273,452 $26.1M
Brookstone Capital Management 0.26% Reduce -0.5% 272,923 $26.0M
Creative Planning 0.02% Add +6.4% 269,832 $25.8M
Ullmann Wealth Partners Group, LLC 2.32% Reduce -1.6% 267,386 $25.5M
Alliance Wealth Advisors, LLC 4.81% Add +19.0% 266,800 $25.5M
49 Wealth Management, LLC 4.83% Add +3950.3% 265,293 $25.3M
Alongside, LLC 4.83% — 265,293 $25.3M
Mirae Asset Global Investments Co., Ltd. 0.05% New 258,912 $24.7M
Wealth Enhancement Advisory Services, LLC 0.04% Add +4.9% 253,609 $24.2M
Phillips Financial Management, LLC 1.66% Reduce -25.5% 237,405 $22.7M
Magnolia Wealth Management, LLC 11.73% Add +0.1% 234,771 $22.4M
Finley Financial, LLC 8.77% Reduce -0.5% 228,192 $21.8M
Patrick Mauro Investment Advisor, INC. 10.92% Add +14.2% 227,748 $21.7M
Advisory Services Network, LLC 0.25% Reduce -6.8% 227,271 $21.7M
MontVue Capital Management, Inc. 12.12% Reduce -2.6% 220,795 $21.1M
Private Advisor Group, LLC 0.10% Reduce -1.4% 219,975 $21.0M
Park Avenue Securities LLC 0.13% Add +1.0% 216,735 $20.7M
Strategic Point Investment Advisors, LLC 2.69% Add +1.6% 215,909 $20.6M
Tide Cove Capital Partners LLC 12.65% Add +1.4% 202,436 $19.5M
Bank of Montreal 0.01% Reduce -3.8% 203,450 $19.4M
Spectrum Investment Advisors, Inc. 7.87% Reduce -4.4% 201,581 $19.2M
Vestmark Advisory Solutions, Inc. 0.18% Reduce -5.0% 197,891 $18.9M
First Hawaiian Bank 2.39% Reduce -0.3% 197,871 $18.9M
ES4, LLC 9.78% Add +36.2% 195,098 $18.6M
St. Louis Trust Co 2.11% Add +0.0% 84,346 $18.4M
Dynasty Wealth Management, LLC 0.13% Add +7.2% 189,668 $18.1M
McKinley Carter Wealth Services, Inc. 0.93% Reduce -5.4% 189,126 $18.1M
EP Wealth Advisors, LLC 0.07% Reduce -13.6% 188,288 $18.0M
Baker Ellis Asset Management LLC 1.84% Add +0.9% 186,101 $17.8M
Cadinha & Co. LLC 2.61% Add +78.7% 184,768 $17.6M
Spinnaker Trust 0.85% New 184,159 $17.6M
White Lighthouse Investment Management Inc. 2.18% Reduce -1.5% 182,901 $17.5M
Global Retirement Partners, LLC 0.27% — 182,082 $17.4M
HB Wealth Management, LLC 0.10% Reduce -1.2% 178,576 $17.0M
Choreo, LLC 0.19% Reduce -0.8% 178,529 $17.0M
Angeles Wealth Management, LLC 0.78% Reduce -0.1% 178,358 $17.0M
AssuredPartners Investment Advisors, LLC 1.63% Reduce -0.9% 175,684 $16.8M
Pension & Wealth Management Advisors, Inc. 4.46% Reduce -11.6% 173,127 $16.5M
FMR LLC 0.00% Add +18.7% 172,370 $16.5M
Goldstein Advisors, LLC 1.47% Reduce -24.7% 168,051 $16.0M
Kastel Capital Advisors, LLC 10.09% Reduce -11.0% 184,076 $15.9M
Goldman Sachs Group Inc. 0.00% Reduce -41.4% 166,979 $15.9M
Trinity Wealth Management, LLC 5.05% Reduce -7.4% 166,651 $15.9M
Rockefeller Capital Management L.P. 0.02% Add +26.9% 163,548 $15.6M
TD Capital Management LLC 1.21% Reduce -2.8% 155,513 $14.8M
Gotham Asset Management 0.03% No change 153,815 $14.7M
Financial Designs Corp 7.85% Reduce -2.8% 153,403 $14.6M
Assetmark, Inc. 0.03% Reduce -0.9% 207,433 $14.6M
Verus Financial Partners, Inc. 1.21% Add +0.7% 147,737 $14.1M
Thrivent Financial for Lutherans 0.02% Reduce -0.4% 144,003 $13.7M
WealthCollab, LLC 4.95% No change 143,229 $13.7M
Baron Silver Stevens Financial Advisors, LLC 1.73% Add +3.4% 142,981 $13.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.18% Reduce -22.0% 141,607 $13.5M
Wealthcare Advisory Partners LLC 0.26% Add +7.7% 140,901 $13.4M
Keybank National Association 0.04% Reduce -0.2% 138,737 $13.2M
Greenwood Capital Associates LLC 1.29% Reduce -0.4% 137,758 $13.1M
Brasada Capital Management, LP 2.37% Add +85.8% 137,189 $13.1M
Eldridge Investment Advisors, Inc. 2.57% Add +5.5% 136,061 $13.0M
Forte Asset Management LLC 5.30% Add +2.6% 135,907 $13.0M
Traveka Wealth, LLC 4.31% Add +7.3% 135,685 $12.9M
Money Concepts Capital Corp. 0.60% Add +53.1% 135,268 $12.9M
Howland Capital Management LLC 0.46% Reduce -16.5% 132,348 $12.6M
Sykon Capital LLC 3.89% New 132,289 $12.6M
Skyline Advisors, Inc. 3.95% Reduce -36.2% 131,900 $12.6M
Carl P. Sherr & Co., LLC 5.12% Reduce -1.1% 128,087 $12.2M
Cherrydale Wealth Management, LLC 3.12% Reduce -0.4% 124,908 $11.9M
Forbes J M & Co. LLP 0.94% Reduce -0.6% 124,730 $11.9M
Kestra Advisory Services, LLC 0.04% Add +2.1% 122,394 $11.7M
United Capital Financial Advisors, LLC 0.06% Reduce -0.2% 121,940 $11.6M
Equitable Holdings, Inc. 0.07% Add +27.8% 121,021 $11.6M
Flagship Harbor Advisors, LLC 0.43% Add +26.2% 116,827 $11.1M
MCF Advisors LLC 0.40% Add +0.2% 116,456 $11.1M
Citigroup Inc. 0.01% Add +3994.3% 115,377 $11.0M
Smithfield Trust Co 0.43% Reduce -0.1% 113,117 $10.8M
Scotia Capital Inc. 0.04% Reduce -5.5% 112,876 $10.8M
Coldstream Capital Management Inc. 0.14% Reduce -33.7% 112,820 $10.8M
Forum Private Client Group LLC 3.18% Reduce -18.1% 111,851 $10.7M
Riggs Asset Managment Co. Inc. 1.90% Reduce -1.5% 111,247 $10.6M
Baird Financial Group, Inc. 0.01% Add +6.1% 110,492 $10.5M
Ascent Group, LLC 0.29% Reduce -1.1% 103,258 $9.9M
Summit Financial, LLC 0.11% Add +10.3% 102,027 $9.7M
Madison Wealth Partners, Inc 1.22% Add +0.9% 100,263 $9.6M
DV Equities, LLC 1.38% — 100,000 $9.5M
Atria Investments, Inc 0.10% Reduce -1.9% 99,345 $9.5M
Ancora Advisors LLC 0.18% Add +0.0% 99,138 $9.5M
Winthrop Partners - WNY, LLC 4.65% Reduce -0.6% 98,469 $9.4M
Advisors Capital Management, LLC 0.10% Add +2574.5% 98,369 $9.4M
Modern Wealth Management, LLC 0.11% Reduce -1.8% 96,322 $9.2M
Newton One Investments LLC 2.30% Add +0.1% 95,687 $9.1M
Catalyst Private Wealth, LLC 4.34% Reduce -5.4% 94,206 $9.0M
Winthrop Advisory Group LLC 0.60% Add +126.4% 93,618 $8.9M
Swmg, LLC 2.10% Add +2.8% 94,284 $8.9M
Farther Finance Advisors, LLC 0.07% Reduce -9.8% 92,962 $8.9M
Bank of New York Mellon Corp 0.00% Reduce -15.2% 92,326 $8.8M
Oppenheimer & Co. Inc. 0.09% Add +0.4% 91,582 $8.7M
Diversify Advisory Services, LLC 0.15% New 92,686 $8.7M
Diversify Wealth Management, LLC 0.15% Reduce -6.9% 92,686 $8.7M
Savvy Advisors, Inc. 0.19% Reduce -9.6% 90,674 $8.7M
Physician Wealth Advisors, Inc. 1.03% Add +0.1% 90,195 $8.6M
Vaquero Private Wealth, Ltd. 1.76% — 89,603 $8.6M
FC Advisory LLC 2.26% Reduce -0.2% 89,307 $8.5M
James J. Burns & Company, LLC 0.91% Reduce -0.5% 88,048 $8.4M
Weatherly Asset Management L. P. 0.58% Add +0.9% 86,077 $8.2M
Fairvoy Private Wealth, LLC 1.65% Add +7.9% 85,779 $8.2M
Hill Island Financial LLC 1.73% Reduce -6.5% 85,126 $8.1M
Manning & Napier Advisors LLC 0.10% Add +6.5% 85,094 $8.1M
Capital Analysts, LLC 0.19% Reduce -2.6% 84,966 $8.1M
Beacon Pointe Advisors, LLC 0.04% Add +9.2% 83,606 $8.0M
Quantinno Capital Management LP 0.01% Add +138.4% 83,144 $7.9M
Hubbell Strickland Wealth Management, LLC 2.85% Add +8.7% 82,722 $7.9M
Natixis Advisors, LLC 0.01% Add +35.8% 81,662 $7.8M
Investment Advisory Services Group LLC 5.69% Add +10.8% 81,425 $7.8M
Gateway Wealth Partners, LLC 0.46% Add +68.9% 80,979 $7.7M
Zhang Financial LLC 0.22% Add +4.4% 80,174 $7.7M
Pitcairn Wealth Advisors LLC 0.83% Add +52.4% 79,478 $7.6M
First Command Advisory Services, Inc. 0.05% Reduce -12.9% 79,433 $7.6M
Wesbanco Bank Inc. 0.19% Add +26.7% 79,003 $7.5M
Nwam LLC 0.37% Reduce -0.4% 78,162 $7.5M
OneDigital Investment Advisors LLC 0.06% Add +89.2% 78,159 $7.5M
Abundance Wealth Counselors 0.48% Add +98.8% 77,718 $7.4M
Gallagher Fiduciary Advisors, LLC 0.24% Reduce -98.9% 77,355 $7.4M
CFO4Life Group, LLC 0.99% Reduce -3.3% 77,266 $7.4M
Gleason Group, Inc. 0.64% Add +1.2% 77,240 $7.4M
Strategic Blueprint, LLC 0.36% Add +3.9% 75,411 $7.2M
Great Valley Advisor Group, Inc. 0.11% Add +1.0% 74,916 $7.1M
Allianz Asset Management GmbH 0.01% Reduce -4.7% 74,466 $7.1M
Family Manage LLC 0.74% Reduce -1.6% 73,660 $7.0M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -4.3% 73,656 $7.0M
Alpha Financial Partners LLC 3.63% Add +0.8% 72,356 $6.9M
Crescent Grove Advisors, LLC 0.58% Add +16.1% 72,209 $6.9M
Benjamin Edwards Inc. 0.06% Add +6.8% 71,468 $6.8M
GuidedMoney, LLC 3.15% Add +5.0% 71,400 $6.8M
Lunt Capital Management, Inc. 2.47% Reduce -1.5% 70,663 $6.7M
NYL Investors LLC 2.57% Add +3.3% 70,326 $6.7M
Commerce Bank 0.03% Add +11.2% 70,326 $6.7M
KFA Private Wealth Group, LLC 1.55% Reduce -45.7% 67,282 $6.4M
Mesirow Financial Investment Management, Inc. 0.10% Add +1.6% 66,932 $6.4M
Fifth Third Bancorp 0.01% Reduce -6.0% 66,348 $6.3M
Johnson Investment Counsel Inc. 0.05% Add +33.5% 66,224 $6.3M
Soltis Investment Advisors LLC 0.36% Reduce -0.0% 65,152 $6.2M
Signaturefd, LLC 0.08% Add +976.1% 64,662 $6.2M
Brown Advisory Inc. 0.01% Add +111.4% 64,358 $6.1M
WBH Advisory Inc. 0.41% Add +0.2% 64,191 $6.1M
Blair William & Co. 0.02% Add +0.3% 63,972 $6.1M
Manuka Financial, LLC 3.15% No change 63,521 $6.1M
Ellis Investment Partners, LLC 0.92% Add +4.5% 63,518 $6.1M
LVM Capital Management Ltd. 0.50% Add +3.3% 63,103 $6.0M
Mission Wealth Management, LP 0.07% Add +4.0% 62,155 $5.9M
Davidson Trust Co. 2.25% Reduce -2.3% 60,317 $5.8M
Townsend Financial Planning, LLC 5.01% Reduce -5.5% 60,239 $5.7M
Patriot Financial Group Insurance Agency, LLC 0.59% Reduce -49.6% 59,988 $5.7M
CreativeOne Wealth, LLC 0.12% Add +5.0% 59,539 $5.7M
Firestone Capital Management 1.05% Add +15.1% 59,271 $5.7M
Catalyst Investment Management LLC 5.08% Add +18.6% 58,712 $5.6M
Windward Private Wealth Management Inc. 1.78% Reduce -1.5% 58,205 $5.6M
NewEdge Advisors, LLC 0.02% Add +10.6% 57,874 $5.5M
GeoWealth Management, LLC 0.17% Reduce -7.6% 57,868 $5.5M
TCV Trust & Wealth Management, Inc. 0.41% Add +1.0% 57,087 $5.4M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -1.6% 57,014 $5.4M
AE Wealth Management LLC 0.03% Add +7.3% 56,601 $5.4M
Atlas Legacy Advisors, LLC 0.79% Add +0.7% 55,769 $5.3M
COFG Advisors, LLC 0.92% Add +23.3% 55,632 $5.3M
Gryphon Financial Partners LLC 0.48% Add +3.0% 55,596 $5.3M
Ethos Financial Group, LLC 0.35% Add +1.4% 57,169 $5.3M
Wealthspire Retirement, LLC 0.29% Reduce -3.9% 55,280 $5.2M
Blueprint Investment Partners LLC 0.43% Add +55.3% 54,546 $5.2M
Lineweaver Wealth Advisors, LLC 0.62% Add +22.3% 54,491 $5.2M
Blueprint Financial Advisors LLC 0.58% Add +55.0% 54,439 $5.2M
Guardsman Private Capital Management, Inc. 3.63% Reduce -4.7% 54,282 $5.2M
Pinnacle Associates Ltd. 0.06% Add +23.6% 54,147 $5.2M
AdvisorNet Financial, Inc 0.23% Add +13.6% 53,725 $5.1M
Axxcess Wealth Management, LLC 0.08% New 53,427 $5.1M
Prairieview Wealth Partners, LLC 3.71% Reduce -0.6% 52,080 $5.0M
Everest Private Wealth 1.84% No change 51,676 $4.9M
Oliver Luxxe Assets LLC 0.73% Add +1.2% 51,634 $4.9M
Downshift Financial, LLC 2.22% Add +1.4% 51,274 $4.9M
Truist Financial Corp. 0.01% Add +14.1% 51,213 $4.9M
TBH Global Asset Management, LLC 0.89% Reduce -9.5% 51,160 $4.9M
Fiduciary Advisors, Inc. 3.26% Reduce -1.6% 50,817 $4.8M
Advisory Resource Group 0.71% Add +0.0% 49,819 $4.8M
Northern Trust Corp. 0.00% Add +23.6% 49,813 $4.8M
Tortoise Investment Management, LLC 0.35% Reduce -6.9% 49,007 $4.7M
Shelter Mutual Insurance Co 0.99% No change 48,818 $4.7M
SteelPeak Wealth, LLC 0.12% Add +13.6% 48,418 $4.6M
GWN Securities Inc. 0.77% Reduce -0.3% 48,215 $4.6M
Spire Wealth Management 0.14% Add +1.5% 47,722 $4.6M
Park Place Capital Corp 0.72% Reduce -8.3% 47,477 $4.5M
Guidance Point Advisors, LLC 0.96% Add +0.8% 46,628 $4.5M
Fifth Third Securities, Inc. 0.25% Add +10.0% 46,511 $4.4M
Sentinel Wealth Management, Inc. 3.10% Reduce -0.3% 46,130 $4.4M
Thoroughbred Financial Services, LLC 0.21% Reduce -3.2% 46,093 $4.4M
Beacon Financial Planning, Inc. 1.47% Add +5.6% 45,432 $4.3M
Leonard Rickey Investment Advisors P.L.L.C. 0.67% Reduce -4.8% 44,886 $4.3M
IFG Advisory, LLC 0.15% New 44,556 $4.3M
Wescott Financial Advisory Group, LLC 0.33% Reduce -3.9% 44,235 $4.2M
Barrett & Company, Inc. 1.18% Add +20.8% 44,234 $4.2M
Taylor & Morgan Wealth Management, LLC 2.08% Add +21.3% 44,217 $4.2M
Private Wealth Asset Management, LLC 0.41% Add +3.8% 44,135 $4.2M
Compass Financial Management LLC 0.51% — 43,599 $4.2M
Disciplina Capital Management LLC 0.43% Reduce -2.5% 43,620 $4.2M
Nisa Investment Advisors, LLC 0.01% No change 43,000 $4.1M
Pennsylvania Capital Management Inc. 1.03% No change 42,618 $4.1M
Caprock Group, LLC 0.08% Add +192.2% 42,126 $4.0M
Carnegie Investment Counsel 0.08% Add +0.0% 41,680 $4.0M
Balentine LLC 0.14% No change 41,439 $4.0M
Chicago Partners Investment Group LLC 0.08% Add +3.0% 42,260 $3.9M
Olde Wealth Management, LLC 1.11% Add +0.5% 40,993 $3.9M
Blue Edge Capital, LLC 0.47% Add +0.0% 40,950 $3.9M
Integrity Alliance, Llc. 0.12% Reduce -5.3% 40,351 $3.9M
Robertson Stephens Wealth Management, LLC 0.09% Reduce -2.1% 39,829 $3.8M
Amplius Wealth Advisors, LLC 0.28% Reduce -4.9% 39,818 $3.8M
Kestra Private Wealth Services, LLC 0.04% Reduce -12.7% 39,408 $3.8M
Bellwether Advisors, LLC 0.56% Add +0.0% 39,313 $3.8M
Moneta Group Investment Advisors LLC 0.03% Reduce -17.8% 39,284 $3.7M
Simplicity Wealth,LLC 0.13% Add +5.9% 39,139 $3.7M
Main Street Research LLC 0.18% Add +1.3% 39,073 $3.7M
Freedom Day Solutions, LLC 0.82% Reduce -7.8% 38,904 $3.7M
Kingsview Wealth Management, LLC 0.04% Reduce -9.7% 38,488 $3.7M
Cyndeo Wealth Partners, LLC 0.17% Add +2.1% 38,245 $3.7M
Cornerstone Wealth Management, LLC 0.16% Add +0.2% 38,164 $3.6M
Roble, Belko & Company, Inc 0.39% Reduce -4.0% 38,136 $3.6M
Rather & Kittrell, Inc. 0.51% Reduce -1.4% 38,000 $3.6M
Single Point Partners, LLC 0.63% Add +0.6% 190,730 $3.6M
Wealthcare Capital Management LLC 0.34% Reduce -1.8% 37,152 $3.5M
Naples Global Advisors, LLC 0.22% Reduce -1.2% 36,919 $3.5M
Independent Solutions Wealth Management, LLC 0.46% Add +5.9% 36,803 $3.5M
Transamerica Financial Advisors, LLC 0.30% Reduce -9.1% 36,770 $3.5M
Sentinel Trust Co. Lba 0.30% Add +7.4% 35,992 $3.4M
Garden State Investment Advisory Services LLC 0.67% Reduce -1.2% 35,845 $3.4M
Valmark Advisers, Inc. 0.04% Add +2.5% 35,494 $3.4M
Gladstone Institutional Advisory LLC 0.11% Reduce -2.2% 35,456 $3.4M
Pinnacle Wealth Management Advisory Group, LLC 0.20% Reduce -0.4% 35,417 $3.4M
Penobscot Wealth Management 0.90% Reduce -3.0% 35,249 $3.4M
Integrated Advisors Network LLC 0.15% Reduce -11.6% 34,939 $3.3M
Mather Group, Llc. 0.03% No change 34,350 $3.3M
Pacific Park Financial, Inc. 1.90% Reduce -31.0% 34,252 $3.3M
O'shaughnessy Asset Management, LLC 0.02% Add +6.8% 34,116 $3.3M
Wealth Group Ltd 0.62% Add +0.0% 34,022 $3.2M
Beacon Bridge Wealth Partners, LLC 0.91% Add +5.7% 33,625 $3.2M
Marietta Wealth Management, LLC 0.33% Reduce -3.6% 33,470 $3.2M
Ade, LLC 1.35% Add +1.5% 33,466 $3.2M
MAI Capital Management 0.01% Add +32.4% 33,403 $3.2M
AQR Capital Management 0.00% Reduce -16.1% 33,231 $3.2M
Lakeridge Wealth Management LLC 1.16% Add +7.7% 33,162 $3.2M
Sharkey, Howes & Javer 0.38% Add +1.8% 33,040 $3.2M
Garrison Point Advisors, LLC 1.27% Add +5.3% 32,828 $3.1M
SageView Advisory Group, LLC 0.10% Add +0.3% 32,288 $3.1M
Essex Financial Services, Inc. 0.15% Add +0.9% 32,220 $3.1M
Belpointe Asset Management LLC 0.10% Add +52.0% 32,214 $3.1M
Kelly Financial Group LLC 0.68% Reduce -1.6% 31,830 $3.0M
Oarsman Capital, Inc. 0.32% Add +5.7% 31,795 $3.0M
Betterment LLC 0.01% Add +1.9% 31,683 $3.0M
Sjbenen Advisory, LLC 1.80% Add +36.7% 31,690 $3.0M
Victory Financial Group, LLC 0.31% Add +11.3% 31,362 $3.0M
&partners 0.01% Add +5.3% 31,274 $3.0M
Argent Trust Co 0.09% Add +8.5% 31,272 $3.0M
Cozad Asset Management Inc. 0.19% Reduce -0.0% 31,265 $3.0M
Cresset Asset Management, LLC 0.01% Reduce -14.8% 31,174 $3.0M
Signal Tree Financial Partners LLC 1.95% Reduce -0.2% 30,753 $2.9M
Advocate Group LLC 0.43% No change 30,001 $2.9M
Collective Family Office LLC 0.58% Reduce -2.2% 29,800 $2.8M
Klingman & Associates, LLC 0.12% Reduce -1.4% 29,484 $2.8M
Carr Financial Group Corp 0.64% Add +5.9% 29,206 $2.8M
Sanctuary Advisors, LLC 0.01% Add +1.9% 28,981 $2.8M
Cardiff Park Advisors, LLC 0.21% Add +0.9% 28,923 $2.8M
Arax Advisory Partners 0.02% Add +331.7% 28,884 $2.8M
Goldstone Financial Group, LLC 0.25% Reduce -3.2% 28,606 $2.7M
Madson Wealth Advisors Inc 1.84% Reduce -2.3% 28,407 $2.7M
Advyzon Investment Management, LLC 0.20% Reduce -3.9% 28,397 $2.7M
Williams & Novak, LLC 1.80% No change 28,278 $2.7M
Snowden Capital Advisors LLC 0.06% Reduce -3.9% 28,071 $2.7M
Chatham Capital Group, Inc. 0.34% No change 28,020 $2.7M
J.W. Cole Advisors, Inc. 0.05% Add +17.7% 27,723 $2.6M
Brighton Jones LLC 0.05% Reduce -1.9% 27,703 $2.6M
Rede Wealth, LLC 0.87% Add +5.0% 27,536 $2.6M
Revolve Wealth Partners, LLC 0.27% Reduce -0.7% 26,994 $2.6M
BlueChip Wealth Advisors LLC 0.97% No change 26,922 $2.6M
Isthmus Partners, LLC 0.25% Add +1.3% 26,615 $2.5M
Keel Point, LLC 0.15% No change 26,454 $2.5M
Rothschild Wealth LLC 0.20% Add +53.4% 26,399 $2.5M
Haverford Trust Co 0.02% Reduce -19.1% 26,301 $2.5M
XML Financial, LLC 0.18% Reduce -0.4% 25,909 $2.5M
Element Wealth, LLC 0.92% Reduce -1.7% 25,662 $2.4M
Triad Wealth Partners, LLC 0.14% Add +22.8% 25,463 $2.4M
Donor Advised Charitable Giving, Inc. 0.05% Add +1.3% 25,275 $2.4M
Van Cleef Asset Management,Inc 0.24% Reduce -2.0% 25,119 $2.4M
Flagship Private Wealth, LLC 0.85% Add +7.6% 25,086 $2.4M
Citadel Advisors 0.00% New 24,922 $2.4M
QRG Capital Management, Inc. 0.02% New 24,902 $2.4M
Sax Wealth Advisors, LLC 0.10% Add +204.8% 27,356 $2.4M
Connecticut Wealth Management, LLC 0.09% No change 24,685 $2.4M
Arkadios Wealth Advisors 0.04% Reduce -1.4% 24,598 $2.3M
Bond & Devick Financial Network, Inc. 0.58% Add +1.1% 24,594 $2.3M
Summit Wealth Partners, LLC 0.33% Add +2.9% 24,443 $2.3M
Vise Technologies, Inc. 0.03% Add +10.6% 24,339 $2.3M
Vicus Capital 0.15% Add +4.1% 24,317 $2.3M
Brandywine Oak Private Wealth LLC 0.17% Add +1.5% 24,118 $2.3M
Pinnacle Financial Partners, Inc. 0.02% Reduce -2.2% 24,095 $2.3M
Sterling Investment Counsel, LLC 0.54% Reduce -10.1% 24,009 $2.3M
Global Strategic Investment Solutions, LLC 0.21% Add +0.8% 24,000 $2.3M
Red Lighthouse Investment Management, LLC 0.68% Reduce 0.0% 23,790 $2.3M
Procyon Advisors, LLC 0.10% Add +0.0% 23,760 $2.3M
JGP Wealth Management, LLC 0.20% Add +4.5% 23,718 $2.3M
Kathmere Capital Management, LLC 0.12% Add +1.3% 23,521 $2.2M
Glass Jacobson Investment Advisors llc 0.68% Add +11.4% 23,002 $2.2M
New England Professional Planning Group Inc. 0.81% Add +2.9% 22,723 $2.2M
Canandaigua National Bank & Trust Co. 0.18% — 22,443 $2.1M
Empowered Funds, LLC 0.01% Add +0.7% 22,253 $2.1M
Legacy Bridge, LLC 0.65% No change 21,933 $2.1M
Voisard Asset Management Group, Inc. 0.39% Reduce -0.3% 21,768 $2.1M
PFG Investments, LLC 0.08% Add +12.6% 21,418 $2.0M
Verum Partners LLC 0.31% Reduce -0.8% 21,227 $2.0M
Ipswich Investment Management Co., Inc. 0.43% New 21,176 $2.0M
GSG Advisors LLC 0.44% Add +3.6% 21,037 $2.0M
MA Private Wealth 0.30% Reduce -3.4% 21,014 $2.0M
Alliance Wealth Advisors, LLC 0.80% Add +4.8% 21,007 $2.0M
Bluespring Wealth Management, LLC 0.04% New 20,785 $2.0M
Financial Management Professionals, Inc. 0.19% Reduce -14.8% 20,771 $2.0M
High Probability Advisors, LLC 0.21% Add +6.2% 20,709 $2.0M
Golden State Wealth Management, LLC 0.18% Add +9.6% 20,654 $2.0M
Glenmede Trust Co. NA 0.01% Reduce -23.5% 20,650 $2.0M
Sage Financial Group Inc. 0.11% Add +0.0% 20,577 $2.0M
Asset Dedication, LLC 0.12% No change 20,474 $2.0M
Arrowroot Family Office, LLC 0.55% Add +0.1% 20,246 $1.9M
Luminvest Wealth Management LLC 0.45% Reduce -1.6% 20,181 $1.9M
Two Sigma Securities, LLC 0.17% New 20,047 $1.9M
Intentional Wealth Strategies, LLC 1.79% Reduce -6.7% 20,044 $1.9M
IHT Wealth Management, LLC 0.04% Add +7.0% 19,976 $1.9M
Mgo One Seven LLC 0.03% Add +8.1% 19,632 $1.9M
Neuberger Berman Group LLC 0.00% Reduce -8.7% 19,576 $1.9M
Apollon Wealth Management, LLC 0.02% Add +4.1% 19,421 $1.9M
PW Nova Financial Services LLC 0.40% Add +67.5% 19,387 $1.9M
Gainplan LLC 0.73% Add +11.9% 19,314 $1.8M
Valtrion Capital Management, LLC 1.36% Add +0.1% 19,120 $1.8M
ETF Portfolio Partners, Inc. 0.43% Reduce -0.2% 18,993 $1.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -0.8% 18,874 $1.8M
Arlington Trust Co LLC 0.15% Reduce -12.2% 18,664 $1.8M
Shared Vision Wealth Group LLC 0.61% Add +2.2% 18,527 $1.8M
Clear Creek Financial Management, LLC 0.11% Reduce -2.3% 18,200 $1.7M
StoneX Group Inc. 0.07% Add +2.1% 18,067 $1.7M
Arista Wealth Management, LLC 0.18% Reduce -0.2% 17,805 $1.7M
Roundview Capital LLC 0.09% No change 17,738 $1.7M
Jamison Private Wealth Management, Inc. 0.17% Reduce -2.5% 17,397 $1.7M
Burk Holdings LLC 0.61% No change 17,207 $1.6M
Cedar Mountain Advisors, LLC 0.28% Add +6234.8% 17,104 $1.6M
Kachkovsky & Fisher, Inc. 1.56% — 17,006 $1.6M
Factor Wealth Management LTD 0.24% Reduce -21.0% 16,786 $1.6M
Adkins Seale Capital Management LLC 1.42% No change 16,709 $1.6M
Western Wealth Management, LLC 0.05% Add +6.8% 16,599 $1.6M
Seeds Investor LLC 0.16% Reduce -7.3% 16,566 $1.6M
Crews Bank & Trust 0.21% Reduce -0.6% 16,560 $1.6M
Proffitt & Goodson Inc. 0.22% No change 16,529 $1.6M
Cambridge Financial Group, LLC 0.49% No change 16,294 $1.6M
Brown Brothers Harriman & Co. 0.01% Add +1.4% 16,286 $1.6M
Fisher Asset Management 0.00% Add +101.6% 16,279 $1.6M
Canopy Partners, LLC 0.46% No change 16,185 $1.5M
Stash Investments, LLC 0.50% New 16,169 $1.5M
Sagespring Wealth Partners, LLC 0.02% Reduce -2.3% 15,891 $1.5M
Cary Street Partners Financial LLC 0.03% Add +2.7% 15,683 $1.5M
Twelve Points Wealth Management LLC 0.30% Add +0.7% 15,612 $1.5M
WealthShield Partners, LLC 0.23% Reduce -12.8% 15,424 $1.5M
Harbour Investments, Inc. 0.02% Reduce -3.7% 15,332 $1.5M
Pacific Point Advisors, LLC 0.66% Add +12.9% 15,217 $1.5M
Brandes Investment Partners, LP 0.01% Reduce -77.8% 15,146 $1.4M
Clark Asset Management, LLC 0.11% No change 15,022 $1.4M
Quest 10 Wealth Builders, Inc. 1.11% Reduce -0.4% 14,965 $1.4M
Lido Advisors, LLC 0.01% Add +34.6% 14,915 $1.4M
Breakwater Capital Group 0.17% Add +3.9% 14,749 $1.4M
Sandy Cove Advisors, LLC 0.35% Add +2.1% 14,734 $1.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.45% Add +13.3% 14,843 $1.4M
Independent Wealth Advisors LLC 1.27% Add +37.2% 14,674 $1.4M
Parsons Capital Management Inc. 0.06% Add +17.9% 14,579 $1.4M
Csenge Advisory Group 0.06% Reduce -23.6% 14,295 $1.4M
4WEALTH Advisors, Inc. 1.05% Add +5.7% 14,386 $1.4M
Arete Wealth Advisors, LLC 0.09% Reduce -3.2% 14,129 $1.3M
Rooted Wealth Advisors, Inc. 0.33% Reduce -5.9% 14,103 $1.3M
Prospera Financial Services Inc 0.02% Add +15.8% 13,907 $1.3M
Parallel Advisors, LLC 0.02% Add +13.0% 13,858 $1.3M
Note Advisors, LLC 0.57% Reduce -0.0% 13,852 $1.3M
Mutual Advisors, LLC 0.02% Add +11.9% 13,739 $1.3M
Byrne Asset Management LLC 0.72% Reduce -6.3% 13,677 $1.3M
Keystone Financial Group, Inc. 0.67% Reduce -0.4% 13,389 $1.3M
Pennington Partners & Co., LLC 0.41% No change 13,325 $1.3M
JMG Financial Group, Ltd. 0.03% No change 13,234 $1.3M
Financial Alternatives, Inc 0.62% Reduce -2.3% 13,175 $1.3M
Leo H. Evart, Inc. 0.99% Add +1.3% 13,147 $1.3M
Advisors Management Group Inc. 0.21% Add +0.3% 13,095 $1.2M
Avantax Planning Partners, Inc. 0.03% Reduce -10.9% 13,036 $1.2M
Maple Capital Management, Inc. 0.07% Reduce -12.0% 12,924 $1.2M
Alpha Wealth Funds, LLC 0.76% New 12,829 $1.2M
Tred Avon Family Wealth, LLC 0.38% No change 12,810 $1.2M
Balefire, LLC 0.20% Add +8.4% 12,794 $1.2M
Boyum Wealth Architects LLC 0.49% Reduce -2.9% 13,049 $1.2M
Concurrent Investment Advisors, LLC 0.01% Add +193.0% 12,764 $1.2M
Kingswood Wealth Advisors, LLC 0.05% Add +9.4% 12,776 $1.2M
SCS Capital Management LLC 0.01% Add +58.1% 12,711 $1.2M
Wilmington Savings Fund Society, FSB 0.03% Add +1565.8% 12,660 $1.2M
GenTrust, LLC 0.05% No change 12,553 $1.2M
Vertex Planning Partners, LLC 0.18% Add +143.7% 12,552 $1.2M
Joel Isaacson & Co., LLC 0.03% Add +6.3% 12,512 $1.2M
RFG Advisory, LLC 0.02% Reduce -21.5% 12,508 $1.2M
T. Rowe Price Associates Inc. 0.00% No change 12,500 $1.2M
SC&H Financial Advisors, Inc. 0.16% Add +0.8% 12,497 $1.2M
Sfam, LLC 0.97% Add +108.9% 12,401 $1.2M
Nemes Rush Group LLC 0.10% Add +0.3% 12,365 $1.2M
Venturi Wealth Management, LLC 0.05% No change 12,359 $1.2M
RKL Wealth Management LLC 0.09% Add +0.4% 12,353 $1.2M
Cushing Capital Partners, LLC 0.81% Add +0.4% 12,313 $1.2M
NBT Bank, N.A. 0.08% Reduce -84.7% 12,280 $1.2M
Columbia River Financial Group, LLC 0.62% Reduce -2.0% 12,096 $1.2M
VERITY Wealth Advisors 0.69% Add +7.9% 12,028 $1.1M
Aspen Wealth Management LLC 0.19% Add +1.3% 11,938 $1.1M
Mayport, LLC 0.18% No change 11,908 $1.1M
Capstone Wealth Management, LLC 0.53% Reduce -0.6% 11,897 $1.1M
Stirlingshire Investments, Inc. 0.83% Add +0.1% 11,787 $1.1M
CGN Advisors LLC 0.08% Reduce -3.9% 11,752 $1.1M
Tocqueville Asset Management L.P. 0.01% No change 11,700 $1.1M
NorthRock Partners, LLC 0.02% Reduce -0.2% 11,644 $1.1M
Hilltop Partners LLC 0.27% Reduce -1.1% 11,583 $1.1M
Flputnam Investment Management Co. 0.01% Reduce -1.5% 11,508 $1.1M
Ally Invest Advisors Inc. 0.07% Add +7.5% 11,446 $1.1M
HORAN Wealth, LLC 0.14% Add +2.3% 11,389 $1.1M
Broadview Financial Management, LLC 0.66% Reduce -2.7% 11,368 $1.1M
GKV Capital Management Co., Inc. 0.35% Add +2.6% 11,324 $1.1M
TAGStone Capital, Inc. 0.34% Reduce -0.3% 11,191 $1.1M
Inman Jager Wealth Management, LLC 0.57% Add +1.4% 11,179 $1.1M
Life Planning Partners, Inc 0.78% Reduce -5.2% 11,061 $1.1M
PKS Advisory Services, LLC 0.17% New 11,046 $1.1M
Sightline Wealth Advisors, LLC 0.38% Reduce -20.2% 11,007 $1.1M
SeaCrest Wealth Management, LLC 0.12% New 10,985 $1.0M
Wedbush Securities Inc. 0.03% Reduce -17.4% 10,934 $1.0M
Bailard, Inc. 0.02% No change 10,781 $1.0M
Meridian Wealth Management, LLC 0.03% Add +2.1% 10,709 $1.0M
Wedmont Private Capital 0.03% Add +0.6% 10,662 $1.0M
MorganRosel Wealth Management, LLC 0.34% No change 10,610 $1.0M
KDT Advisors, LLC 1.40% Add +46.8% 10,590 $1.0M
SWS Partners 0.21% Reduce -2.2% 10,376 $990K
FSM Wealth Advisors, LLC 0.11% Add +1.3% 10,311 $984K
Michels Family Financial, LLC 0.63% Add +1.3% 10,266 $980K
Financial Council, LLC 0.32% No change 10,224 $976K
Guardian Wealth Advisors, LLC / NC 0.06% Add +1.3% 10,217 $975K
SilverOak Wealth Management LLC 0.12% Add +0.3% 10,130 $967K
Rehmann Capital Advisory Group 0.04% Add +20.7% 10,122 $966K
Brady Martz Wealth Solutions, LLC 0.15% Reduce -1.4% 10,085 $963K
Investment Advisory Group, LLC 0.21% Add +26.6% 10,062 $960K
Wealth Enhancement Trust Services, Inc. 0.11% Reduce -0.3% 10,033 $958K
RBF Capital, LLC 0.04% No change 10,000 $954K
Squire Investment Management Company, LLC 0.23% No change 9,995 $954K
Integrity Advisory Solutions, LLC 0.10% Reduce -6.8% 9,970 $952K
Greenline Partners, LLC 0.10% Add +40.2% 9,930 $948K
DecisionMap Wealth Management, LLC 0.52% Reduce -9.1% 9,809 $936K
Daybright Advisory Services, Inc. 0.22% No change 9,865 $933K
Mitchell Capital Management Co. 0.14% Add +2.6% 9,758 $931K
Brand Asset Management Group, Inc. 0.20% Add +149.9% 9,685 $924K
Stratos Wealth Partners, LTD. 0.01% Add +27.8% 9,668 $923K
Wealthfront Advisers LLC 0.00% Add +58.5% 9,665 $922K
Boston Standard Wealth Management, LLC 0.13% Add +1.3% 9,637 $912K
Adams Wealth Management 0.17% Reduce -0.9% 9,525 $909K
CacheTech Inc. 0.15% Reduce -0.9% 9,525 $909K
Blue Trust, Inc. 0.01% Add +5926.8% 9,462 $903K
Stokes Family Office, LLC 0.11% Add +0.8% 9,443 $901K
PFG Advisors 0.05% Reduce -77.5% 9,382 $895K
Clare Market Investments LLC 0.16% No change 9,355 $893K
Naviter Wealth, LLC 0.08% No change 9,312 $889K
Legacies Wealth LLC 0.48% No change 9,271 $885K
Clearstead Trust, LLC 0.12% Add +16.4% 9,253 $883K
Integrity Wealth Solutions LLC 0.33% Add +0.8% 9,232 $881K
Ritholtz Wealth Management 0.01% Reduce -4.2% 9,158 $874K
DMC Group, LLC 0.59% Add +26.4% 9,000 $859K
Argonautica Private Wealth Management, Inc. 0.21% Add +3.0% 8,995 $858K
Platform Wealth Management, LLC 0.31% — 8,980 $857K
Snider Financial Group 0.22% Reduce -4.5% 8,874 $847K
Private Trust Co. NA 0.07% Add +4.5% 8,842 $844K
AlTi Global, Inc. 0.02% No change 8,817 $841K
Courage Miller Partners, LLC 0.22% Reduce -0.1% 8,785 $838K
Confluence Wealth Services, Inc. 0.02% Add +13.4% 8,634 $824K
Wealth Effects LLC 0.22% No change 8,590 $820K
CFS Investment Advisory Services, LLC 0.05% Reduce -2.7% 8,559 $811K
LJI Wealth Management, LLC 0.11% Reduce -25.8% 8,439 $805K
Evanson Financial, LLC 0.04% — 8,432 $805K
Icon Wealth Advisors, LLC 0.05% Add +0.6% 8,426 $804K
Hutchens & Kramer Investment Management Group, LLC 0.21% Reduce -0.0% 8,352 $797K
Cherry Tree Wealth Management, LLC 0.15% Add +1.0% 8,317 $794K
Equity Wealth Partners, LLC 0.28% New 8,295 $792K
Unique Wealth, LLC 0.09% Add +3.9% 8,275 $790K
Ballast Financial Advisors LLC 0.71% Add +4.8% 8,257 $788K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -3.2% 8,254 $788K
Fermata Advisors, LLC 0.16% Add +0.5% 8,187 $781K
Sigma Planning Corp 0.02% Add +3.8% 8,083 $771K
ARS Investment Partners, LLC 0.03% Add +61.3% 8,065 $770K
Alpine Woods Capital Investors, LLC 0.17% No change 8,000 $764K
J.E. Simmons & Co., P.C. 0.43% Add +7.9% 7,955 $759K
Cahill Financial Advisors Inc. 0.07% Add +7.6% 7,939 $758K
Biltmore Family Office, LLC 0.10% No change 7,908 $755K
Sara-Bay Financial 0.20% Add +2.9% 7,887 $753K
Cassilly Financial Group LLC 0.54% No change 7,733 $738K
Venture Visionary Partners LLC 0.02% Add +95.2% 7,721 $737K
Columbus Macro, LLC 0.07% Reduce -6.1% 7,578 $723K
Valeo Financial Advisors, LLC 0.02% Add +127.5% 7,535 $719K
Hantz Financial Services, Inc. 0.01% Add +0.1% 7,458 $712K
Nuveen, LLC 0.00% New 7,377 $704K
Bouvel Investment Partners, LLC 0.16% New 7,326 $699K
STAR Financial Bank 0.28% Add +20.1% 7,308 $697K
Mayflower Financial Advisors, LLC 0.06% Add +3.0% 7,288 $696K
Cantor Fitzgerald Investment Advisors L.P. 0.05% No change 7,274 $694K
Pallas Capital Advisors LLC 0.02% No change 7,233 $690K
Essential Planning, LLC. 0.19% Reduce -6.6% 7,214 $689K
Madison Park Capital Advisors, LLC 0.49% Add +1.8% 7,195 $687K
Karras Company, Inc. 0.62% Add +7.7% 7,176 $685K
Client 1ST Advisory Group, LLC 0.18% Reduce -0.6% 7,173 $685K
Watershed Private Wealth LLC 0.19% Add +12.4% 7,157 $683K
Truefg, LLC 0.16% No change 7,069 $675K
True Blue Financial, LLC 0.28% Add +110.0% 7,006 $669K
Independent Financial Group, LLC 0.01% Add +3.0% 6,980 $666K
Signal Advisors Wealth, LLC 0.03% Add +9.3% 6,923 $661K
IFP Advisors, Inc 0.01% Reduce -49.5% 6,865 $655K
Legacy Advisors, LLC 0.06% Reduce -4.0% 6,810 $650K
Hoxton Planning & Management, LLC 0.17% Add +3.7% 6,756 $645K
Atlas Private Wealth Advisors 0.14% No change 6,740 $643K
Elevation Point Wealth Partners, LLC 0.01% Add +0.2% 6,730 $642K
UMB Bank, n.a. 0.01% Add +39.9% 6,693 $639K
KOM Wealth Management Group, LLC 0.38% Reduce -4.8% 6,541 $624K
Sound Stewardship, LLC 0.26% Reduce -1.7% 6,540 $624K
Vantus Wealth LLC 0.33% — 6,481 $619K
HighPoint Advisor Group LLC 0.02% Add +6.5% 6,465 $617K
William Mack & Associates, Inc. 0.21% New 6,327 $604K
Traynor Capital Management, Inc. 0.03% Add +5.5% 6,303 $602K
Jacobson & Schmitt Advisors, LLC 0.10% Reduce -0.9% 6,276 $599K
OpenArc Corporate Advisory, LLC 0.01% Add +3.5% 6,264 $598K
Verdence Capital Advisors LLC 0.03% Add +0.4% 6,210 $593K
Kestra Investment Management, LLC 0.01% Add +75.0% 6,162 $588K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.1% 6,117 $584K
Nations Financial Group Inc, /Ia/ 0.03% Add +3.6% 6,115 $584K
Benchmark Financial Wealth Advisors, LLC 0.14% Add +11.0% 6,093 $581K
Maripau Wealth Management LLC 0.21% Add +0.9% 6,072 $580K
Merit Financial Group, LLC 0.00% Add +15.3% 6,069 $579K
Lake Street Private Wealth, LLC 0.07% New 6,029 $575K
Aegis Wealth Management LLC 0.27% No change 6,000 $573K
Regal Investment Advisors LLC 0.03% Reduce -11.7% 5,961 $569K
Sovereign Financial Group, Inc. 0.09% Add +30.9% 5,946 $567K
Fiduciary Financial Group, LLC 0.06% No change 5,860 $559K
Private Capital Management, LLC 0.05% Add +6.4% 5,840 $557K
Fairway Wealth LLC 0.13% Add +1.3% 5,839 $557K
ZEGA Investments, LLC 0.09% Add +8.7% 5,816 $555K
Tectonic Advisors LLC 0.03% Add +1.3% 5,802 $554K
Glenview Trust Co 0.01% No change 5,794 $553K
Selective Wealth Management, Inc. 0.14% No change 5,930 $552K
Indivisible Partners 0.03% New 5,781 $552K
Urban Wealth Management, LLC 0.48% Add +16.1% 5,771 $551K
Beirne Wealth Consulting Services, LLC 0.11% Reduce -5.0% 5,755 $550K
Sharper & Granite LLC 0.17% Add +1.4% 5,736 $547K
MBL Wealth, LLC 0.04% Add +5.8% 5,733 $547K
RPG Investment Advisory, LLC 0.06% Add +48.0% 5,718 $546K
Valpey Financial Services, LLC 0.32% Reduce -4.1% 5,711 $545K
Ausdal Financial Partners, Inc. 0.02% Reduce -7.7% 5,696 $544K
Level Four Advisory Services, LLC 0.02% Add +22.6% 5,689 $543K
Romano Brothers and Company 0.05% Add +6.6% 5,638 $538K
UNIVEST FINANCIAL Corp 0.03% Reduce -4.4% 5,626 $537K
Burling Wealth Partners, LLC 0.08% Add +0.0% 5,624 $537K
Westmount Partners, LLC 0.12% Add +2.1% 5,563 $531K
Advisor Resource Council 0.18% New 5,512 $530K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -80.3% 5,530 $528K
Facet Wealth, Inc. 0.01% Add +33.5% 5,521 $527K
Strathmore Capital Advisors, Inc. 0.14% Reduce -2.8% 5,574 $526K
Portside Wealth Group, LLC 0.06% Reduce -0.3% 5,482 $523K
Wealth Management Associates, Inc. 0.14% Add +0.1% 5,449 $520K
Wolff Wiese Magana LLC 0.24% No change 5,439 $519K
55 North Private Wealth, LLC 0.10% Add +0.9% 5,424 $518K
Novus Advisors, LLC 1.08% Reduce -0.1% 5,422 $517K
Linscomb Wealth, Inc. 0.02% Reduce -13.3% 5,414 $517K
Continuum Advisory, LLC 0.04% Add +10.7% 5,408 $516K
International Assets Investment Management, LLC 0.03% Add +5.6% 5,463 $515K
Thrive Wealth Management, LLC 0.07% Add +10.0% 5,390 $514K
Good Harbor Advisors, Inc. 0.50% No change 5,387 $514K
Smartleaf Asset Management LLC 0.02% No change 5,416 $513K
Pure Financial Advisors, LLC 0.01% Add +1.6% 5,362 $512K
Moors & Cabot, Inc. 0.02% Reduce -3.5% 5,361 $512K
Harbor Investment Advisory, LLC 0.04% Reduce -17.9% 5,358 $511K
Continental Investors Services, Inc. 0.40% Reduce -2.1% 5,279 $510K
Summit Wealth Group, LLC 0.10% Reduce -3.0% 5,319 $508K
Raleigh Capital Management Inc. 0.16% Add +202.3% 5,270 $503K
Wealth Alliance, LLC 0.04% Add +6.9% 5,269 $503K
Insigneo Advisory Services, LLC 0.02% Add +8.6% 5,242 $500K
AAF Wealth Management, LLC 0.18% Reduce -0.5% 5,236 $500K
Silver Oak Securities, Incorporated 0.03% Add +19.1% 5,206 $497K
Everstar Asset Management, LLC 0.24% Reduce -1.6% 5,187 $495K
Liberty Capital Management, Inc. 0.08% — 5,159 $492K
Pinnacle Wealth Management Group, Inc. 0.23% Reduce -0.2% 5,150 $492K
Financial Engines Advisors L.L.C. 0.00% Reduce -3.3% 5,144 $491K
Koshinski Asset Management, Inc. 0.03% Add +5.0% 5,126 $489K
Franklin Resources Inc. 0.00% No change 5,125 $489K
Up Strategic Wealth Investment Advisors LLC 0.29% No change 5,042 $487K
Obermeyer Wealth Partners 0.02% No change 5,092 $486K
Ameritas Advisory Services, LLC 0.01% Reduce -28.6% 5,084 $485K
Prelude Capital Management, LLC 0.04% New 5,040 $481K
Sovran Advisors, LLC 0.04% Reduce -1.2% 5,223 $481K
Aspiring Ventures, LLC 0.13% No change 5,000 $477K
Cogent Strategic Wealth LLC 0.45% Reduce -14.1% 4,963 $474K
Next Capital Management LLC 0.13% No change 4,962 $474K
Dagco, Inc. 0.09% Add +1.3% 4,947 $472K
Tenon Financial LLC 0.15% No change 4,925 $470K
KWB Wealth 0.04% Add +0.3% 4,910 $469K
Bison Wealth, LLC 0.04% Add +0.1% 4,800 $462K
Planning Center, Inc. 0.04% No change 4,822 $460K
Modera Wealth Management, LLC 0.00% Reduce -1.9% 4,815 $460K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -1.7% 4,825 $457K
Strid Group, LLC 0.05% No change 4,716 $450K
Spectrum Strategic Capital Management, LLC 0.22% Reduce -1.4% 4,663 $445K
PUREfi Wealth, LLC 0.24% Reduce -9.7% 4,643 $443K
VestGen Advisors, LLC 0.01% Add +9.1% 4,639 $443K
Advisor OS, LLC 0.03% Add +1.0% 4,638 $443K
Tranquility Partners, LLC 0.15% No change 4,609 $440K
Howe & Rusling Inc. 0.03% Reduce -12.2% 4,609 $440K
ForthRight Wealth Management, LLC 0.11% Reduce -13.8% 4,591 $438K
TFC Financial Management, Inc. 0.05% Add +1.3% 4,586 $438K
Wealthcare Capital Partners, LLC 0.18% Reduce -2.7% 4,582 $437K
BlackDiamond Wealth Management, LLC 0.18% Add +44.1% 4,472 $433K
AlphaStar Capital Management, LLC 0.03% Add +0.3% 4,520 $431K
Sage Mountain Advisors LLC 0.03% Reduce -10.9% 4,506 $430K
Accredited Investors Inc. 0.02% Add +85.5% 4,490 $429K
Intelligence Driven Advisers, LLC 0.07% Reduce -0.1% 4,484 $428K
Riverbend Wealth Management, LLC 0.22% Add +0.6% 4,476 $427K
Able Wealth Management LLC 0.10% Add +1.3% 4,472 $427K
Claro Advisors Inc. 0.04% Add +37.7% 4,448 $425K
True North Advisors, LLC 0.04% Reduce -0.1% 4,441 $424K
Foundations Investment Advisors, LLC 0.00% Add +38.5% 4,389 $419K
Colorado Capital Management, Inc. 0.14% Add +14.6% 4,364 $417K
Vision Retirement, LLC 0.10% Add +0.9% 4,366 $417K
Quotient Wealth Partners, LLC 0.01% Reduce -22.5% 4,363 $416K
M3 Advisory Group, LLC 0.22% Add +0.9% 4,361 $416K
Marex Group Ltd 0.00% Reduce -19.0% 4,352 $415K
McGlone Suttner Wealth Management, Inc. 0.05% Add +0.1% 4,334 $414K
waypoint wealth counsel 0.26% No change 4,314 $412K
Laurel Oak Wealth Management, LLC 0.06% Add +16.0% 4,301 $410K
JDH Wealth Management, LLC 0.25% Reduce -10.8% 4,283 $409K
CIBC Bancorp USA Inc. 0.00% Add +25.6% 4,275 $408K
MJP Associates Inc. 0.04% No change 4,255 $406K
Ballentine Partners, LLC 0.01% No change 4,252 $406K
Curi Capital, LLC 0.01% Reduce -17.3% 4,223 $403K
Silverlake Wealth Management LLC 0.08% Add +7.3% 4,183 $399K
BIP Wealth, LLC 0.01% Reduce -0.7% 4,165 $398K
CoreCap Advisors, LLC 0.01% Add +18.4% 4,156 $397K
Stephens Inc. 0.00% Add +9.0% 4,154 $396K
Duncker Streett & Co. Inc. 0.07% Add +0.8% 4,143 $395K
Calton & Associates, Inc. 0.06% Add +2.8% 4,123 $393K
Roof Eidam Maycock Peralta, LLC 0.08% Add +1.3% 4,121 $393K
May Hill Capital, LLC 0.08% Reduce -8.2% 4,105 $392K
TPG Advisors LLC 0.21% Add +1.6% 4,076 $389K
Beckerman Institutional, LLC 0.18% Reduce -0.7% 4,074 $389K
LFG Wealth Partners, LLC 0.18% Add +67.7% 4,045 $386K
Lanark Financial, Inc. 0.03% Add +127.4% 4,032 $385K
Evernest Financial Advisors, LLC 0.08% No change 4,014 $383K
Impact Partnership Wealth, LLC 0.04% Add +9.4% 3,991 $381K
Russell Investments Group, Ltd. 0.00% Add +2.7% 3,988 $381K
Birchbrook, Inc. 0.18% No change 3,987 $381K
GDS Wealth Management 0.02% Reduce -0.2% 3,978 $380K
Regions Financial Corp. 0.00% New 3,972 $379K
Spartan Wealth Advisory Services LLC 0.03% No change 3,965 $378K
Aspect Partners, LLC 0.14% Reduce -49.1% 3,957 $378K
ATLas Financial Planning LLC 0.31% No change 3,956 $378K
RAM Investment Partners, LLC 0.06% No change 3,955 $377K
FSA Advisors, Inc. 0.17% Add +7.6% 3,931 $375K
Capital Investment Advisory Services, LLC 0.02% Add +216.4% 3,908 $373K
Kiley Juergens Wealth Management, LLC 0.06% No change 3,900 $372K
Tactive Advisors, LLC 0.09% Add +10.8% 3,894 $372K
American Financial Advisors, LLC 0.04% Add +0.8% 3,890 $371K
Summit Investment Advisory Services, LLC 0.09% No change 3,848 $367K
Perigon Wealth Management, LLC 0.01% Add +0.5% 3,848 $367K
SHP Wealth Management 0.03% Reduce -26.9% 3,823 $365K
Kaufman Rossin Wealth, LLC 0.17% No change 3,837 $364K
Talon Private Wealth, LLC 0.04% Add +18.4% 3,812 $364K
Security Financial Services, INC. 0.05% Reduce -0.7% 3,811 $364K
SIMA Wealth Partners, LLC 0.26% Add +2.1% 3,800 $363K
CENTRAL TRUST Co 0.01% No change 3,785 $361K
Main Street Financial Solutions, LLC 0.02% Reduce -11.2% 3,783 $361K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Add +38.0% 4,350 $360K
Financial Architects, LLC 0.17% Reduce -2.8% 3,770 $360K
Transcend Capital Advisors, LLC 0.02% New 3,761 $359K
Enzi Wealth 0.11% Reduce -7.5% 3,793 $359K
Rossby Financial, LCC 0.07% Add +41.6% 3,738 $357K
Blue Water Asset Management 0.11% Add +1.3% 3,723 $355K
Access Financial Services, Inc. 0.12% Add +0.9% 3,704 $354K
Capital Advisors, Ltd. LLC 0.04% No change 3,698 $353K
Strategic Investment Solutions, Inc. 0.08% Add +1.0% 3,658 $349K
Keystone Financial Group 0.02% Add +0.3% 3,613 $345K
BlueStem Wealth Partners, LLC 0.03% Add +0.5% 3,548 $339K
Total Clarity Wealth Management, Inc. 0.07% Reduce -11.2% 3,548 $339K
Sterling Investment Advisors LLC 0.15% Add +0.6% 3,492 $333K
CVFG LLC 0.04% Reduce -0.1% 3,492 $333K
Libra Wealth LLC 0.09% No change 3,485 $333K
Alpine Global Management, LLC 0.05% New 3,483 $332K
Squarepoint Ops LLC 0.00% Reduce -92.2% 3,479 $332K
Park State Asset Management 0.32% New 3,465 $331K
Cooper/Haims Advisors, LLC 0.14% Add +0.3% 3,402 $325K
Bravias Capital Group, LLC 0.19% No change 3,367 $321K
Princeton Global Asset Management LLC 0.05% Add +92.4% 3,336 $318K
Apella Capital, LLC 0.00% Add +0.4% 3,358 $318K
Beacon Financial Advisory LLC 0.06% No change 3,309 $316K
First Heartland Consultants, Inc. 0.02% Reduce -4.5% 3,285 $314K
Graves Light Lenhart Wealth, Inc. 0.03% No change 3,254 $311K
Williams Jones Wealth Management, LLC. 0.00% No change 3,240 $309K
Dorsey & Whitney Trust CO LLC 0.02% Add +0.1% 3,236 $309K
Seascape Capital Management 0.07% Reduce -4.1% 3,217 $307K
Creative Financial Designs Inc. 0.01% Add +1.2% 3,213 $307K
Helium Advisors LLC 0.25% Add +1.1% 3,196 $305K
Certified Advisory Corp 0.02% No change 3,180 $303K
Stratos Investment Management, LLC 0.01% Add +1.0% 3,174 $303K
DAVENPORT & Co LLC 0.00% Add +6.7% 3,170 $303K
TritonPoint Partners, LLC 0.02% No change 3,141 $300K
Sonoma Private Wealth LLC 0.32% New 3,140 $300K
Rialto Wealth Management, LLC 0.06% Add +3063.6% 3,132 $299K
Sapient Capital LLC 0.00% No change 3,130 $299K
Beacon Bank & Trust 0.06% Reduce -3.3% 3,127 $298K
Veracity Capital LLC 0.08% New 3,110 $297K
Dakota Wealth Management 0.01% No change 3,087 $295K
Drucker Wealth 3.0, LLC 0.05% Reduce -8.2% 3,085 $294K
TCI Wealth Advisors, Inc. 0.01% Add +5.3% 3,065 $292K
Conservest Capital Advisors, Inc. 0.02% New 3,041 $290K
Lee Danner & Bass Inc. 0.02% Add +4.7% 3,035 $290K
Shufro Rose & Co. LLC 0.02% No change 3,025 $289K
Lakeshore Financial Planning, Inc. 0.09% No change 3,024 $289K
Sanchez Levi Garrett 0.16% Reduce -3.5% 3,022 $288K
Means Investment Co., Inc. 0.02% Add +17.5% 3,016 $288K
Marshall Financial Group, LLC 0.04% Reduce -32.9% 3,008 $287K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -14.7% 3,000 $286K
Red Mountain Financial, LLC 0.24% Add +0.7% 2,998 $286K
LPWM LLC 0.06% Add +29.2% 2,987 $285K
Hazlett, Burt & Watson, Inc. 0.08% Add +0.8% 2,992 $285K
Hobbs Group Advisors, LLC 0.07% Add +22.3% 2,951 $282K
Jim Saulnier & Associates, LLC 0.11% No change 2,945 $281K
Patriot Investment Management Group, Inc. 0.02% No change 2,928 $279K
Kovack Advisors, Inc. 0.01% New 2,958 $279K
Cooper Financial Group 0.02% Reduce -26.9% 2,910 $278K
Cape Investment Advisory, Inc. 0.07% Add +0.4% 2,893 $276K
EPG Wealth Management LLC 0.07% Add +0.2% 2,854 $272K
Compound Planning, Inc. 0.01% No change 2,837 $271K
First Fiduciary Investment Counsel, Inc. 0.05% New 2,824 $270K
Magnus Financial Group LLC 0.02% Add +7.8% 2,769 $264K
Bedel Financial Consulting, Inc. 0.03% No change 2,767 $264K
Polaris Investment Advisors, LLC 0.17% No change 2,763 $264K
Capital Advisors Wealth Management, LLC 0.03% New 2,739 $261K
NewEdge Wealth, LLC 0.00% Add +0.1% 2,736 $261K
Vanguard Advisers Inc. 0.00% Add +9.0% 2,729 $260K
Capital Group Private Client Services, Inc. 0.00% No change 2,717 $259K
Cornerstone Advisors Asset Management, LLC 0.03% No change 2,698 $257K
Wellington Shields & Co., LLC 0.06% Add +52.6% 2,670 $255K
Invera Wealth Advisors, LLC 0.14% Add +8.3% 2,645 $252K
Baker Avenue Asset Management, LP 0.00% Reduce -14.8% 2,645 $252K
Cora Capital Advisors LLC 0.07% No change 2,632 $251K
XTX Topco Ltd 0.00% New 2,630 $251K
Wilkins Miller Wealth Management, LLC 0.14% New 2,630 $251K
RFP Financial Group LLC 0.11% Add +0.3% 2,625 $251K
Aaron Wealth Advisors LLC 0.01% Add +0.1% 2,594 $248K
Inlight Wealth Management, LLC 0.08% New 2,594 $248K
Invested Advisors 0.22% Reduce -36.3% 2,578 $246K
Liberty Wealth Management LLC 0.03% No change 2,828 $245K
Parkway Wealth Management Group, LLC 0.03% New 2,559 $244K
Empower Advisory Group, LLC 0.00% Add +5.2% 2,551 $243K
Meeder Advisory Services, Inc. 0.01% New 2,536 $242K
Embree Financial Group 0.02% Reduce -35.8% 2,527 $241K
American State Bank (Iowa) 0.10% No change 2,525 $241K
Market Street Wealth Management Advisors LLC 0.03% New 2,520 $241K
Trust Point Inc. 0.02% New 2,514 $240K
National Wealth Management Group, LLC 0.07% Reduce -11.0% 2,501 $239K
Raab & Moskowitz Asset Management LLC 0.05% Reduce -0.9% 2,486 $237K
Godfrey Financial Associates, Inc. 0.18% Add +18.3% 2,467 $235K
Commonwealth Retirement Investments LLC 0.06% No change 2,441 $233K
Element Pointe Advisors, LLC 0.04% Reduce -5.0% 2,438 $233K
Christensen, King & Associates Investment Services, Inc. 0.09% No change 2,413 $230K
Capital Investment Counsel, LLC 0.03% Reduce -31.3% 2,411 $230K
Ieq Capital, LLC 0.00% Reduce -99.0% 2,409 $230K
Greenwood Gearhart LLC 0.01% Reduce -25.3% 2,399 $229K
BridgePort Financial Solutions, LLC 0.06% No change 2,396 $229K
Falcon Wealth Planning 0.01% Reduce -1.1% 2,384 $228K
Abacus Planning Group, Inc. 0.03% New 2,369 $226K
Forza Wealth Management, LLC 0.07% No change 2,344 $224K
Clear Investment Research, LLC 0.34% Reduce -3.0% 2,322 $222K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% No change 2,311 $221K
Plan Group Financial, LLC 0.04% New 2,270 $217K
Alesco Advisors, LLC, An ESL Co 0.01% New 2,265 $216K
Opus Financial Solutions LLC 0.17% New 2,254 $215K
Maridea Wealth Management LLC 0.02% New 2,254 $215K
TD Waterhouse Canada Inc. 0.00% Add +3.4% 2,275 $215K
Busey Bank 0.01% New 2,241 $214K
Uptick Partners, LLC 0.03% New 2,241 $214K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.12% New 2,681 $214K
Wise Wealth Partners 0.36% Reduce -59.9% 2,226 $212K
MidFirst Bank 0.02% No change 2,225 $212K
Onyx Bridge Wealth Group LLC 0.02% New 2,224 $212K
Klaas Financial Asset Advisors, LLC 0.03% Reduce -6.7% 2,216 $211K
Holos Integrated Wealth LLC 0.10% Reduce -5.2% 2,236 $211K
Dynamic Advisor Solutions LLC 0.01% New 2,213 $211K
Harbor Group, Inc. 0.02% New 2,196 $210K
Boothbay Fund Management, LLC 0.00% New 2,180 $208K
Forum Financial Management, LP 0.00% New 2,174 $207K
Accurate Wealth Management, LLC 0.02% New 2,172 $207K
Atlantic Family Wealth, LLC 0.13% New 2,142 $204K
Larson Financial Group LLC 0.01% Add +256.0% 2,136 $204K
Madrona Financial Services, LLC 0.04% New 2,129 $203K
Wealthquest Corp 0.01% New 2,123 $203K
Silvercrest Asset Management Group LLC 0.00% New 2,117 $202K
Independence Financial Advisors, LLC 0.05% New 2,111 $202K
Old Mission Investment Co LLC 0.04% New 2,105 $201K
Tacita Capital Inc 0.11% Add +9.5% 2,101 $201K
Key Financial Inc 0.03% No change 2,053 $196K
Torren Management, LLC 0.10% No change 2,042 $195K
CoreFirst Bank & Trust 0.10% No change 2,034 $194K
Delos Wealth Advisors, LLC 0.10% Add +5.8% 1,958 $187K
Ameriflex Group, Inc. 0.08% Add +20.0% 1,929 $184K
DT Investment Partners, LLC 0.01% Reduce -7.4% 1,888 $180K
Operose Advisors LLC 0.03% New 1,858 $177K
EverSource Wealth Advisors, LLC 0.01% Reduce -28.0% 1,785 $170K
IMA Advisory Services, Inc. 0.01% New 1,700 $162K
TD Private Client Wealth LLC 0.00% Add +40.4% 1,582 $151K
Glen Eagle Advisors, LLC 0.02% Reduce -13.8% 1,555 $148K
National Bank of Canada 0.00% Reduce -99.9% 1,519 $145K
HHM Wealth Advisors, LLC 0.01% No change 1,485 $142K
Comprehensive Financial Planning, Inc. 0.07% Add +1.3% 1,418 $135K
Addison Advisors LLC 0.06% No change 1,393 $133K
Tucker Asset Management LLC 0.03% No change 1,366 $130K
Main Street Group, LTD 0.03% No change 1,345 $128K
CVA Family Office, LLC 0.01% No change 1,324 $126K
Fiduciary Financial Advisors 0.01% New 1,240 $118K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,233 $118K
Global Trust Asset Management, LLC 0.04% No change 1,196 $114K
Brown, Lisle/Cummings, Inc. 0.02% No change 1,124 $107K
Cornerstone Planning Group LLC 0.01% Reduce -60.1% 1,094 $103K
ESL Trust Services, LLC 0.02% Add +20.8% 1,057 $101K
Private Wealth Management Group, LLC 0.02% New 1,000 $95K
GHP Investment Advisors, Inc. 0.00% Add +2.6% 991 $95K
Federation des caisses Desjardins du Quebec 0.00% Reduce -20.2% 927 $88K
Breakwater Investment Management 0.03% No change 910 $87K
Colonial Trust Co / SC 0.01% Add +28.3% 907 $87K
Ball & Co Wealth Management Inc. 0.06% New 910 $86K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 890 $85K
Synergy Investment Management, LLC 0.02% No change 877 $84K
Aventura Private Wealth, LLC 0.02% Add +1568.0% 834 $80K
Cranbrook Wealth Management, LLC 0.01% No change 824 $79K
Quarry LP 0.01% New 820 $78K
Rothschild Investment LLC 0.00% No change 795 $76K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 785 $75K
FAS Wealth Partners, Inc. 0.00% Add +1.3% 772 $74K
JFS Wealth Advisors, LLC 0.00% Add +28.6% 752 $72K
MeadowBrook Investment Advisors LLC 0.06% No change 725 $69K
Indiana Trust & Investment Management Co 0.02% No change 705 $67K
Oakworth Capital, Inc. 0.00% Reduce -13.2% 710 $67K
Simplex Trading, LLC 0.00% Reduce -40.5% 687 $66K
Blueline Advisors LLC 0.04% New 669 $64K
Bank of New Hampshire 0.01% No change 651 $62K
SOA Wealth Advisors, LLC. 0.01% No change 640 $61K
Morris Financial Concepts, Inc. 0.02% No change 600 $57K
Blume Capital Management, Inc. 0.01% No change 594 $57K
Financial Life Planners 0.04% Add +1.4% 586 $56K
McGuire Capital Advisors Inc. 0.03% No change 576 $55K
Tompkins Financial Corp. 0.00% No change 573 $55K
Abound Wealth Management 0.01% No change 568 $54K
Toth Financial Advisory Corp. 0.01% Reduce -66.6% 550 $52K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 547 $52K
Signature Equity Partners, LLC 0.02% Reduce -15.2% 534 $51K
Mascoma Wealth Management LLC 0.01% No change 510 $49K
Heritage Wealth Advisors 0.00% Add +1.0% 503 $48K
St Germain D J Co. Inc. 0.00% No change 490 $47K
YANKCOM Partnership 0.02% No change 449 $43K
United Financial Planning Group LLC 0.02% Add +1.2% 436 $42K
IAG Wealth Partners, LLC 0.00% No change 436 $42K
Avion Wealth 0.01% No change 426 $40K
MPWM Advisory Solutions, LLC 0.02% No change 415 $40K
Financial Perspectives, Inc 0.01% Add +0.5% 410 $39K
Matrix Private Capital Group LLC 0.02% Add +32.6% 407 $39K
Kingdom Financial Group LLC. 0.01% Add +1.3% 404 $39K
Canton Hathaway, LLC 0.01% No change 389 $37K
Miller Capital Partners, Inc. 0.01% No change 385 $37K
LFA - Lugano Financial Advisors SA 0.02% No change 369 $35K
McDonald Partners LLC 0.01% New 369 $35K
Halbert Hargrove Global Advisors, LLC 0.00% No change 367 $35K
Strategic Wealth Advisors LLC 0.03% No change 416 $35K
StrongBox Wealth, LLC 0.01% New 361 $34K
REAP Financial Group, LLC 0.01% No change 351 $33K
Luken Investment Analytics, LLC 0.01% No change 347 $33K
Medallion Wealth Advisors, LLC 0.01% Reduce -92.4% 330 $31K
Kelleher Financial Advisors 0.00% New 321 $31K
Westside Investment Management, Inc. 0.00% No change 311 $30K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% No change 305 $29K
Capital Investment Counsel, Inc 0.00% No change 300 $29K
LRI Investments, LLC 0.00% Add +15.2% 288 $27K
Hamilton Point Investment Advisors, LLC 0.00% New 284 $27K
Vanguard National Trust Co 0.00% New 280 $27K
Plante Moran Financial Advisors, LLC 0.00% Add +86.0% 279 $27K
Bogart Wealth, LLC 0.00% No change 276 $26K
Networth Advisors, LLC 0.02% Add +1.1% 274 $26K
Retirement Wealth Solutions LLC 0.01% Reduce -36.0% 254 $24K
FWL Investment Management, LLC 0.00% New 251 $24K
VSM Wealth Advisory, LLC 0.01% No change 245 $23K
United Community Bank 0.01% No change 232 $22K
Silver Grove Financial Group, Inc. 0.01% New 231 $22K
Founders Financial Alliance, LLC 0.00% Reduce -28.9% 226 $22K
Armstrong Advisory Group, Inc. 0.00% New 222 $21K
Paladin Advisory Group, LLC 0.01% Add +1.4% 218 $21K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 210 $20K
Beaird Harris Wealth Management, LLC 0.00% No change 208 $20K
Oakmont Advisory Group, LLC 0.02% New 208 $20K
West Branch Capital LLC 0.00% Add +1.5% 203 $19K
Activest Wealth Management 0.00% No change 202 $19K
Tsfg, LLC 0.00% Add +1.0% 197 $19K
Hanson & Doremus Investment Management 0.00% No change 187 $18K
Rossmore Private Capital 0.00% No change 175 $17K
Strategic Wealth Partners, Ltd. 0.00% Reduce -39.9% 173 $17K
TIAA Wealth Investment Management LLC 0.00% New 171 $16K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 166 $16K
Evolution Wealth Management Inc. 0.01% No change 160 $15K
GAMMA Investing LLC 0.00% Reduce -19.2% 160 $15K
Sachetta, LLC 0.01% Add +0.6% 160 $15K
LifeSteps Financial, Inc. 0.01% New 157 $15K
Triumph Capital Management 0.00% Add +19.4% 154 $15K
Fortitude Family Office, LLC 0.00% Add +1.5% 139 $13K
Timmons Wealth Management, LLC 0.01% Add +1.5% 137 $13K
3Chopt Investment Partners, LLC 0.00% No change 136 $13K
Go Invest LLC 0.00% Add +7.3% 133 $13K
Key Capital Management, INC 0.01% No change 127 $12K
Investors Research Corp 0.00% New 123 $12K
Birchwood Financial Partners, Inc. 0.01% Add +1.6% 123 $12K
Parkside Financial Bank & Trust 0.00% No change 122 $12K
Wellington Shields Capital Management, LLC 0.00% Reduce -62.5% 120 $11K
Copia Wealth Management 0.01% No change 106 $10K
Financial Consulate, Inc. 0.00% New 105 $10K
NFSG Corp 0.00% Add +1.9% 105 $10K
Allspring Global Investments Holdings, LLC 0.00% New 105 $10K
WPG Advisers, LLC 0.01% No change 100 $10K
Coston, McIsaac & Partners 0.00% No change 100 $9K
Independence Bank of Kentucky 0.00% No change 88 $8K
GGM Financial LLC 0.00% Add +109.8% 86 $8K
West Paces Advisors Inc. 0.00% Add +1.2% 85 $8K
GW&K Investment Management, LLC 0.00% No change 79 $8K
Millstone Evans Group, LLC 0.00% Reduce -38.4% 82 $8K
Colonial Trust Advisors 0.00% No change 80 $8K
Concord Wealth Partners 0.00% New 79 $8K
Richardson Financial Services Inc. 0.00% New 78 $7K
Cassaday & Co Wealth Management LLC 0.00% Add +630.0% 73 $7K
Oxford Financial Group, LTD. LLC 0.00% No change 73 $7K
Cary Street Partners Investment Advisory LLC 0.00% New 71 $7K
Cambient Family Office, LLC 0.00% No change 56 $5K
Archer Investment Corp 0.00% Reduce -34.1% 54 $5K
Bessemer Group Inc. 0.00% New 53 $5K
SJS Investment Consulting Inc. 0.00% No change 51 $5K
Atlantic Private Wealth, LLC 0.00% No change 49 $5K
Whittier Trust Co. of Nevada Inc. 0.00% No change 48 $5K
HighMark Wealth Management LLC 0.00% No change 46 $4K
Basepoint Wealth LLC 0.00% Add +2.2% 46 $4K
Buck Wealth Strategies, LLC 0.00% New 44 $4K
Punch & Associates Investment Management, Inc. 0.00% New 42 $4K
Atwood & Palmer Inc. 0.00% No change 36 $3K
Valley National Advisers Inc. 0.00% No change 33 $3K
Orion Capital Management LLC 0.00% No change 32 $3K
Barnes Dennig Private Wealth Management LLC 0.00% New 29 $3K
Trust Co 0.00% No change 26 $2K
Versant Capital Management, Inc 0.00% No change 26 $2K
Salem Investment Counselors Inc. 0.00% No change 25 $2K
Crewe Advisors LLC 0.00% No change 19 $2K
Wiser Advisor Group LLC 0.00% Add +5.6% 19 $2K
Glassman Wealth Services 0.00% New 16 $2K
MV Capital Management, Inc. 0.00% No change 14 $1K
Benson Wealth Management INC 0.00% No change 14 $1K
Quent Capital, LLC 0.00% New 12 $1K
Greykasell Wealth Strategies, Inc. 0.00% No change 11 $1K
Anchor Bay Capital, Inc. 0.00% — 11 $1K
CKW Financial Group 0.00% No change 9 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.7% 10 $954
Walsh & Associates, LLC 0.00% No change 8 $788
Kilter Group LLC 0.00% New 4 $382
Richard W. Paul & Associates, LLC 0.00% No change 3 $286
Coppell Advisory Solutions LLC 0.00% New 47,218 $10

"% 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.