iShares Ustechnology ETFIYWETF
13F holders, Q1 2024 (March 31)971holders
1famous investor
$135.04avg. 13F price*
At the end of Q1 2024, 971 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.5B), Morgan Stanley ($785.2M) and PGIM Custom Harvest LLC ($586.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ustechnology ETF
- CUSIP
- 464287721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $127.3M |
| Exits | 64 | $40.5M |
Ownership 971 holders
| Envestnet Asset Management Inc. | 0.58% | Add +8.7% | 11,442,003 | $1.5B |
| Morgan Stanley | 0.06% | Reduce -6.6% | 5,813,562 | $785.2M |
| PGIM Custom Harvest LLC | 14.53% | Add +2.3% | 4,345,729 | $586.9M |
| Bank of America Corp. | 0.06% | Reduce -0.2% | 4,328,472 | $584.6M |
| LPL Financial LLC | 0.28% | Add +12.0% | 3,820,080 | $515.9M |
| JPMorgan Chase & Co. | 0.04% | Add +12.1% | 3,121,521 | $421.6M |
| UBS Group AG | 0.09% | Reduce -1.3% | 2,101,632 | $283.8M |
| BlackRock Inc. | 0.01% | Reduce -5.3% | 2,072,662 | $279.9M |
| Envestnet Portfolio Solutions, Inc. | 0.69% | Add +8.1% | 1,360,028 | $183.7M |
| Wells Fargo & Company | 0.05% | Add +7.2% | 1,344,188 | $181.5M |
| Ameriprise Financial Inc. | 0.04% | Reduce -7.7% | 1,203,967 | $162.6M |
| Cwm, LLC | 0.77% | Add +8.8% | 1,173,803 | $158.5M |
| Park Avenue Securities LLC | 1.84% | Add +9.9% | 1,054,653 | $142.4M |
| Royal Bank of Canada | 0.03% | Add +12.3% | 1,014,374 | $137.0M |
| FIL Ltd | 0.13% | Reduce -33.9% | 962,364 | $130.0M |
| MML Investors Services, LLC | 0.51% | Add +13.3% | 908,737 | $122.7M |
| Commonwealth Equity Services, LLC | 0.20% | Add +10.9% | 887,182 | $119.8M |
| Dynasty Wealth Management, LLC | 3.80% | — | 882,744 | $119.2M |
| Raymond James Financial Services Advisors, Inc. | 0.18% | Add +6.7% | 882,381 | $119.2M |
| Cetera Investment Advisers | 0.24% | Add +131.6% | 743,002 | $100.3M |
| Parker Investment Management, LLC | 17.25% | Add +69.3% | 738,604 | $99.8M |
| Janney Montgomery Scott LLC | 0.27% | Add +3.3% | 682,254 | $92.1M |
| RiverFront Investment Group, LLC | 2.57% | Add +22.2% | 675,676 | $91.3M |
| Raymond James & Associates | 0.05% | Add +3.5% | 553,635 | $74.8M |
| OneDigital Investment Advisors LLC | 1.06% | Add +16.4% | 498,598 | $67.3M |
| Osaic Holdings, Inc. | 0.14% | Reduce -59.3% | 473,804 | $64.0M |
| United Capital Financial Advisors, LLC | 0.48% | Reduce -2.7% | 428,675 | $57.9M |
| Stifel Financial Corp. | 0.07% | Reduce -0.1% | 423,244 | $57.2M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.8% | 417,077 | $56.3M |
| Captrust Financial Advisors | 0.20% | Reduce -3.1% | 401,084 | $54.2M |
| 1832 Asset Management L.P. | 0.09% | Add +6689.2% | 373,406 | $50.4M |
| Quotient Wealth Partners, LLC | 1.78% | Add +16.7% | 369,014 | $49.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +59.0% | 353,439 | $47.7M |
| NewEdge Advisors, LLC | 0.40% | Add +8.9% | 343,142 | $46.3M |
| Avantax Advisory Services, Inc. | 0.41% | Add +82.4% | 342,524 | $46.3M |
| CW Advisors, LLC | 0.78% | Reduce -4.2% | 336,467 | $45.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -39.3% | 335,533 | $45.3M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +8.5% | 315,190 | $42.6M |
| JB Capital LLC | 2.69% | Add +10.6% | 298,740 | $40.3M |
| Kestra Advisory Services, LLC | 0.27% | Add +8.5% | 298,004 | $40.2M |
| Prudential Financial Inc. | 0.05% | Add +6.4% | 286,063 | $38.6M |
| Portfolio Strategies, Inc. | 2.49% | Add +16.8% | 271,125 | $36.6M |
| Two Sigma Investments, LP | 0.09% | Reduce -41.5% | 257,800 | $34.8M |
| HighTower Advisors, LLC | 0.05% | Add +2.7% | 243,947 | $33.0M |
| Thrivent Financial for Lutherans | 0.06% | Add +76.5% | 212,904 | $28.8M |
| First Merchants Corp. | 2.14% | Reduce -10.5% | 210,805 | $28.5M |
| Foundations Investment Advisors, LLC | 0.74% | Add +11.3% | 210,624 | $28.4M |
| Howard Capital Management Group, LLC | 2.13% | Reduce -2.0% | 204,293 | $27.6M |
| Apexium Financial, LP | 2.04% | Add +3.3% | 199,062 | $26.9M |
| Commerce Bank | 0.16% | Reduce -0.6% | 180,796 | $24.4M |
| Private Advisor Group, LLC | 0.18% | Add +1.1% | 180,643 | $24.4M |
| Integrated Wealth Concepts LLC | 0.35% | Add +0.5% | 179,206 | $24.2M |
| Mariner, LLC | 0.05% | Add +23.8% | 173,336 | $23.4M |
| Advisory Services Network, LLC | 0.51% | Reduce -2.8% | 171,476 | $23.2M |
| Stratos Wealth Partners, LTD. | 0.39% | Add +46.6% | 170,209 | $23.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +33.6% | 162,898 | $22.0M |
| Atria Wealth Solutions, Inc. | 0.25% | Add +4.3% | 161,427 | $21.8M |
| Two Sigma Advisers, LP | 0.05% | Reduce -33.4% | 159,100 | $21.5M |
| Truist Financial Corp. | 0.03% | Add +7.6% | 153,219 | $20.7M |
| SPC Financial, Inc. | 1.87% | Reduce -0.7% | 147,695 | $19.9M |
| J.W. Cole Advisors, Inc. | 0.99% | Add +858.2% | 144,967 | $19.6M |
| Advocacy Wealth Management, LLC | 1.64% | Add +24.2% | 140,908 | $19.0M |
| Tidal Investments LLC | 0.32% | Add +25.6% | 140,082 | $19.0M |
| Atria Investments, Inc | 0.26% | Add +11.9% | 138,173 | $18.7M |
| AE Wealth Management LLC | 0.21% | Reduce -50.2% | 136,314 | $18.4M |
| CreativeOne Wealth, LLC | 0.73% | Add +52.4% | 136,038 | $18.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +17.2% | 133,157 | $18.0M |
| US Bancorp \de | 0.02% | Add +1.5% | 131,966 | $17.8M |
| Perigon Wealth Management, LLC | 0.52% | Add +43.3% | 126,914 | $17.1M |
| MA Private Wealth | 3.42% | Reduce -0.9% | 124,903 | $16.9M |
| Capital Investment Advisors, LLC | 0.39% | Reduce -4.0% | 122,372 | $16.5M |
| Austin Private Wealth, LLC | 1.88% | Add +19.1% | 121,459 | $16.4M |
| Stillwater Capital Advisors, LLC | 2.39% | Reduce -2.5% | 119,515 | $16.1M |
| Bank of Montreal | 0.01% | Add +20.8% | 116,837 | $16.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -24.3% | 117,558 | $15.9M |
| Prospera Financial Services Inc | 0.47% | Add +19.6% | 116,282 | $15.7M |
| Creative Planning | 0.02% | Add +5.9% | 116,096 | $15.7M |
| Icon Wealth Advisors, LLC | 1.40% | Add +9.7% | 111,946 | $15.1M |
| Mendel Capital Management LLC | 9.62% | Reduce -2.5% | 107,560 | $14.5M |
| First Citizens Financial Corp | 8.50% | Add +2.5% | 105,999 | $14.3M |
| Citadel Advisors | 0.01% | Add +177.3% | 102,179 | $13.8M |
| First Horizon Advisors, Inc. | 0.41% | Add +7.2% | 97,013 | $13.1M |
| Tritonpoint Wealth, LLC | 1.37% | Add +7.3% | 115,332 | $13.1M |
| Horst & Graben Wealth Management LLC | 2.59% | Reduce -0.6% | 94,211 | $12.7M |
| Partners Capital Investment Group, LLP | 0.36% | New | 88,808 | $12.0M |
| AdvisorNet Financial, Inc | 1.15% | Add +264.6% | 88,463 | $11.9M |
| Marshall Wace, LLP | 0.02% | New | 87,642 | $11.8M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -7.3% | 87,085 | $11.8M |
| One Wealth Advisors, LLC | 2.02% | Add +5.3% | 85,784 | $11.6M |
| Schroder Investment Management Group | 0.01% | New | 85,504 | $11.5M |
| Spire Wealth Management | 0.21% | Add +0.3% | 84,966 | $11.5M |
| Rollins Financial Advisors, LLC | 2.16% | Add +0.0% | 84,774 | $11.4M |
| Mercer Global Advisors Inc. | 0.03% | Add +98.1% | 83,914 | $11.3M |
| Simplicity Wealth,LLC | 0.27% | Add +584.5% | 83,320 | $11.3M |
| SteelPeak Wealth, LLC | 0.57% | Add +18.8% | 82,860 | $11.2M |
| Gries Financial LLC | 1.84% | Add +0.2% | 81,570 | $11.0M |
| Commonwealth Financial Services, LLC | 2.59% | Add +0.1% | 89,529 | $11.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.29% | Reduce -27.0% | 80,799 | $10.9M |
| Security Financial Services, INC. | 2.41% | Reduce -1.8% | 79,166 | $10.7M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +6.0% | 77,360 | $10.4M |
| High Falls Advisors, Inc | 2.63% | Reduce -2.4% | 77,359 | $10.4M |
| National Bank of Canada | 0.02% | Reduce -0.0% | 77,950 | $10.4M |
| Merit Financial Group, LLC | 0.25% | Add +27.2% | 78,380 | $10.4M |
| Brookstone Capital Management | 0.18% | Add +52.3% | 76,476 | $10.3M |
| Townsquare Capital LLC | 0.15% | Add +38.3% | 76,371 | $10.3M |
| HC Advisors, LLC | 4.91% | Add +6.0% | 76,335 | $10.3M |
| Stonebridge Financial Planning Group, LLC | 5.42% | Reduce -4.5% | 75,930 | $10.3M |
| Strategic Blueprint, LLC | 0.73% | Add +6.1% | 75,873 | $10.2M |
| Invst, LLC | 1.21% | Add +13.4% | 75,421 | $10.2M |
| Farther Finance Advisors, LLC | 0.62% | Add +29.5% | 75,235 | $10.2M |
| Buttonwood Financial Group, LLC | 6.01% | Reduce -2.9% | 75,286 | $10.2M |
| Cary Street Partners Investment Advisory LLC | 0.42% | Reduce -15.9% | 74,309 | $10.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.11% | Add +106.2% | 74,197 | $10.0M |
| Corient Private Wealth LP | 0.02% | Add +5.2% | 74,057 | $10.0M |
| Stone House Investment Management, LLC | 2.34% | Add +52.4% | 73,749 | $10.0M |
| Sandy Spring Bank | 0.45% | Reduce -1.9% | 73,359 | $9.9M |
| Mechanics Bank Trust Department | 1.42% | Reduce -12.2% | 71,764 | $9.7M |
| Pettinga Financial Advisors LLC | 2.46% | Add +3.7% | 71,480 | $9.7M |
| Comerica Bank | 0.04% | Add +50.9% | 71,174 | $9.6M |
| Ciovacco Capital Management LLC | 6.44% | Add +0.9% | 70,905 | $9.6M |
| Blue Trust, Inc. | 0.13% | Add +38.1% | 70,247 | $9.5M |
| Bleakley Financial Group, LLC | 0.27% | Reduce -7.9% | 68,407 | $9.2M |
| West Wealth Group, LLC | 3.40% | Add +5.8% | 68,029 | $9.2M |
| Sharkey, Howes & Javer | 1.48% | Reduce -5.8% | 66,849 | $9.0M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +3.9% | 65,475 | $8.8M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +3.9% | 65,475 | $8.8M |
| HRT Financial LP | 0.05% | New | 64,738 | $8.7M |
| Weybosset Research & Management LLC | 3.13% | No change | 2,044 | $8.7M |
| Keebeck Wealth Management | 1.28% | Add +5.9% | 64,553 | $8.7M |
| Signature Wealth Management Partners, LLC | 7.08% | Add +0.8% | 64,446 | $8.7M |
| Perennial Investment Advisors, LLC | 1.32% | Add +38.3% | 64,133 | $8.7M |
| MMBG Investment Advisors Co. | 0.85% | Reduce -4.4% | 59,550 | $8.0M |
| Concurrent Investment Advisors, LLC | 0.33% | Add +27.8% | 59,338 | $8.0M |
| Liberty Wealth Management LLC | 1.55% | Add +1.0% | 58,921 | $7.9M |
| Lido Advisors, LLC | 0.07% | Reduce -4.9% | 57,841 | $7.8M |
| Lowe Brockenbrough & Co. Inc. | 0.53% | New | 57,600 | $7.8M |
| Migdal Insurance & Financial Holdings Ltd. | 0.12% | Reduce -1.6% | 57,143 | $7.7M |
| Spectrum Wealth Counsel, LLC | 0.94% | Add +0.0% | 56,947 | $7.7M |
| Compound Planning, Inc. | 0.70% | Add +118.8% | 56,293 | $7.6M |
| Kickstand Ventures, Llc. | 2.12% | Add +1.7% | 55,445 | $7.5M |
| Wealth Alliance, LLC | 0.98% | Add +8.4% | 55,185 | $7.5M |
| Focus Financial Network, Inc. | 0.36% | — | 57,955 | $7.4M |
| Baird Financial Group, Inc. | 0.02% | Add +32.2% | 53,586 | $7.2M |
| Kelly Financial Services LLC | 2.74% | Reduce -3.0% | 52,944 | $7.2M |
| Pathstone Holdings, LLC | 0.03% | Reduce -4.0% | 52,896 | $7.1M |
| Cypress Wealth Services, LLC | 1.65% | Add +11.1% | 52,492 | $7.1M |
| Keystone Financial Services | 3.09% | Add +6.9% | 52,379 | $7.1M |
| Cadent Capital Advisors, LLC | 2.78% | Reduce -2.2% | 51,387 | $6.9M |
| Canada Pension Plan Investment Board | 0.01% | No change | 50,000 | $6.8M |
| Pinkerton Wealth, LLC | 1.07% | Add +25.2% | 49,442 | $6.7M |
| ONE Advisory Partners, LLC | 3.28% | Reduce -4.9% | 49,361 | $6.7M |
| Financial Life Advisors | 2.77% | Add +4.0% | 49,083 | $6.6M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Add +3.2% | 63,125 | $6.6M |
| WCG Wealth Advisors LLC | 0.55% | Add +27.6% | 49,052 | $6.6M |
| SageView Advisory Group, LLC | 0.33% | New | 63,184 | $6.6M |
| Berkeley Capital Partners, LLC | 2.01% | Reduce -26.0% | 48,741 | $6.6M |
| Crown Wealth Group, LLC | 3.39% | Reduce -1.6% | 48,659 | $6.6M |
| Signify Wealth | 10.85% | Add +10.9% | 48,440 | $6.5M |
| Prostatis Group LLC | 2.46% | New | 48,091 | $6.5M |
| Physician Wealth Advisors, Inc. | 1.36% | Add +14.2% | 49,396 | $6.5M |
| J.Safra Asset Management Corp | 0.73% | No change | 47,904 | $6.5M |
| FMR LLC | 0.00% | Add +15.0% | 47,888 | $6.5M |
| TSA Wealth Managment LLC | 2.81% | Add +3.8% | 47,822 | $6.5M |
| Norden Group LLC | 1.31% | New | 47,727 | $6.4M |
| Perkins Coie Trust Co | 1.49% | Add +24.9% | 46,904 | $6.3M |
| Summit X, LLC | 1.60% | Reduce -14.3% | 46,362 | $6.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -0.7% | 45,465 | $6.1M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +7.4% | 45,280 | $6.1M |
| Moloney Securities Asset Management, LLC | 0.93% | Add +279.0% | 45,248 | $6.1M |
| HSBC Holdings PLC | 0.00% | Reduce -89.7% | 45,077 | $6.1M |
| Scotia Capital Inc. | 0.04% | Add +3.5% | 44,269 | $6.0M |
| TNF LLC | 2.36% | Add +4.3% | 46,243 | $6.0M |
| Snowden Capital Advisors LLC | 0.19% | Add +4.9% | 43,772 | $5.9M |
| Flow Traders U.S. LLC | 0.32% | New | 43,742 | $5.9M |
| Johnson Investment Counsel Inc. | 0.06% | Reduce -1.7% | 43,626 | $5.9M |
| Concourse Financial Group Securities, Inc. | 0.38% | Add +2.1% | 43,557 | $5.9M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -46.1% | 43,451 | $5.9M |
| Essex LLC | 1.35% | Reduce -3.1% | 43,270 | $5.8M |
| Pittenger & Anderson Inc. | 0.24% | Reduce -0.3% | 43,015 | $5.8M |
| Apollon Wealth Management, LLC | 0.18% | Reduce -1.6% | 42,971 | $5.8M |
| Jackson Wealth Management, LLC | 0.72% | Add +1.8% | 42,922 | $5.8M |
| Fifth Third Securities, Inc. | 0.56% | Reduce -0.9% | 42,859 | $5.8M |
| Creative Financial Designs Inc. | 0.53% | Reduce -4.4% | 41,870 | $5.7M |
| Simmons Bank | 0.42% | Reduce -1.4% | 41,725 | $5.6M |
| Cottonwood Capital Advisors, LLC | 4.43% | Reduce -3.3% | 42,621 | $5.6M |
| Patton Albertson Miller Group, LLC | 0.82% | Add +193.3% | 40,642 | $5.5M |
| KWB Wealth | 0.73% | New | 40,346 | $5.4M |
| Richard P Slaughter Associates Inc | 1.32% | New | 40,235 | $5.4M |
| Ssi Investment Management LLC | 2.15% | Add +0.8% | 40,150 | $5.4M |
| EverSource Wealth Advisors, LLC | 0.42% | Add +19.1% | 42,117 | $5.4M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Add +0.3% | 39,117 | $5.3M |
| Cary Street Partners Asset Management LLC | 0.81% | Reduce -23.9% | 38,620 | $5.2M |
| Legacy Financial Group LLC | 1.04% | Add +2023.0% | 38,214 | $5.2M |
| Mutual Advisors, LLC | 0.17% | Reduce -6.5% | 38,112 | $5.1M |
| Independent Financial Group, LLC | 0.24% | Reduce -0.4% | 38,040 | $5.1M |
| M&T Bank Corp | 0.02% | No change | 37,518 | $5.1M |
| PAX Financial Group, LLC | 1.02% | Add +7.4% | 37,509 | $5.1M |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 37,450 | $5.1M |
| TRUE Private Wealth Advisors | 0.58% | Add +0.1% | 37,229 | $5.0M |
| Certuity, LLC | 0.44% | Add +0.1% | 36,981 | $5.0M |
| Sigma Planning Corp | 0.16% | Add +178.2% | 36,965 | $5.0M |
| RFG Advisory, LLC | 0.17% | Add +10.4% | 36,893 | $5.0M |
| Tactive Advisors, LLC | 2.62% | Add +19.3% | 36,543 | $4.9M |
| WealthBridge Capital Management, LLC | 1.65% | Reduce -2.6% | 36,290 | $4.9M |
| AdvisorShares Investments LLC | 0.90% | Add +56.3% | 36,094 | $4.9M |
| Concentric Wealth Management, LLC | 1.28% | Reduce -2.9% | 35,567 | $4.8M |
| Ascent Group, LLC | 0.42% | Add +19.0% | 35,535 | $4.8M |
| Principal Securities, Inc. | 0.15% | Add +195.1% | 35,007 | $4.7M |
| Carnegie Investment Counsel | 0.14% | Reduce -1.8% | 34,061 | $4.6M |
| Apeiron RIA LLC | 1.32% | Add +3.3% | 33,742 | $4.6M |
| Amundi | 0.00% | Reduce -42.0% | 35,438 | $4.6M |
| Pettyjohn, Wood & White, Inc. | 0.90% | Reduce -0.9% | 33,616 | $4.5M |
| First Heartland Consultants, Inc. | 0.47% | Add +241.9% | 33,450 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | New | 33,430 | $4.5M |
| Regal Investment Advisors LLC | 0.31% | Reduce -8.1% | 33,277 | $4.5M |
| Empirical Asset Management, LLC | 2.16% | New | 33,145 | $4.5M |
| Trek Financial, LLC | 0.35% | Reduce -36.9% | 33,144 | $4.5M |
| Staley Capital Advisers Inc. | 0.21% | Reduce -11.3% | 33,100 | $4.5M |
| Clear Creek Financial Management, LLC | 0.57% | Reduce -10.9% | 32,840 | $4.4M |
| Rothschild Wealth LLC | 1.55% | — | 32,502 | $4.4M |
| Three Seasons Wealth, LLC | 3.07% | Add +37.0% | 32,592 | $4.4M |
| Graypoint LLC | 0.31% | Add +5.6% | 32,011 | $4.3M |
| GTS Securities LLC | 0.12% | New | 32,000 | $4.3M |
| Ewa, LLC | 1.93% | Add +1438.7% | 32,004 | $4.3M |
| Cardinal Strategic Wealth Guidance | 1.59% | Reduce -5.6% | 31,373 | $4.2M |
| IFG Advisory, LLC | 0.31% | Add +6.6% | 30,809 | $4.2M |
| Sharp Wealth Advisory, LLC | 3.85% | Add +13.8% | 30,628 | $4.1M |
| One Capital Management, LLC | 0.15% | Reduce -0.3% | 30,419 | $4.1M |
| WealthShield Partners, LLC | 0.66% | Add +11.8% | 30,375 | $4.1M |
| Forthright Family Wealth Advisory LLC | 2.74% | Add +3.8% | 30,268 | $4.1M |
| Householder Group Estate & Retirement Specialist, LLC | 1.21% | Add +80.9% | 30,148 | $4.1M |
| Founders Financial Securities LLC | 0.43% | Reduce -3.8% | 30,057 | $4.1M |
| Choreo, LLC | 0.10% | Add +1.1% | 30,050 | $4.1M |
| Forte Asset Management LLC | 2.44% | Reduce -6.9% | 29,841 | $4.0M |
| IHT Wealth Management, LLC | 0.16% | Add +44.0% | 29,576 | $4.0M |
| Montecito Bank & Trust | 0.80% | Reduce -12.5% | 29,554 | $4.0M |
| Seaview Investment Managers LLC | 1.20% | Add +47.0% | 29,437 | $4.0M |
| Swmg, LLC | 1.77% | Add +9.0% | 29,067 | $3.9M |
| Sowell Financial Services LLC | 0.18% | Reduce -2.6% | 28,986 | $3.9M |
| Maxwell Wealth Strategies Inc. | 1.98% | Add +31.3% | 28,119 | $3.9M |
| Csenge Advisory Group | 0.21% | Add +3.4% | 28,275 | $3.8M |
| Ameritas Advisory Services, LLC | 0.16% | Add +37.2% | 29,067 | $3.8M |
| EWG Elevate Inc. | 1.44% | Reduce -64.6% | 28,000 | $3.8M |
| Jaffetilchin Investment Partners, LLC | 0.34% | Add +0.2% | 27,997 | $3.8M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | Reduce -4.2% | 27,885 | $3.8M |
| Bay Harbor Wealth Management, LLC | 1.34% | Add +24.3% | 27,681 | $3.7M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -0.5% | 27,531 | $3.7M |
| Beacon Financial Group | 0.43% | Add +40.0% | 27,531 | $3.7M |
| Cobblestone Asset Management LLC | 2.52% | Add +3.8% | 27,504 | $3.7M |
| Avid Wealth Partners LLC | 2.98% | Reduce -80.5% | 27,432 | $3.7M |
| Country Club Bank | 0.26% | Add +0.3% | 27,407 | $3.7M |
| Financial Management Professionals, Inc. | 0.54% | Reduce -8.4% | 26,974 | $3.6M |
| WBH Advisory Inc. | 0.37% | Add +0.0% | 26,947 | $3.6M |
| Parallel Advisors, LLC | 0.10% | Reduce -2.5% | 26,701 | $3.6M |
| Cibc World Market Inc. | 0.01% | Reduce -3.3% | 25,875 | $3.5M |
| Derbend Asset Management | 1.72% | Add +7.2% | 25,824 | $3.5M |
| Madrona Financial Services, LLC | 1.21% | Add +6.5% | 25,631 | $3.5M |
| Cahill Financial Advisors Inc. | 0.47% | New | 25,382 | $3.4M |
| Stephens Inc. | 0.05% | Add +22.0% | 25,345 | $3.4M |
| Gilliland Jeter Wealth Management LLC | 1.17% | Add +1.0% | 24,904 | $3.4M |
| Rathbones Group PLC | 0.02% | Add +8.0% | 24,873 | $3.4M |
| One Wealth Management Investment & Advisory Services, LLC | 1.36% | Add +5.0% | 24,548 | $3.3M |
| CoreCap Advisors, LLC | 0.17% | Add +6.0% | 24,403 | $3.3M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -2.3% | 24,356 | $3.3M |
| Weinberger Asset Management, Inc | 1.59% | Add +0.1% | 24,326 | $3.3M |
| Sunbelt Securities, Inc. | 0.36% | Add +1.4% | 24,184 | $3.3M |
| DT Investment Partners, LLC | 0.33% | Reduce -7.4% | 23,880 | $3.2M |
| Harbour Investments, Inc. | 0.11% | Add +5.7% | 23,856 | $3.2M |
| Mayflower Financial Advisors, LLC | 0.53% | Add +9.6% | 23,551 | $3.2M |
| KKM Financial LLC | 1.54% | Add +13.8% | 23,373 | $3.2M |
| Laidlaw Wealth Management LLC | 1.75% | Reduce -0.6% | 23,149 | $3.1M |
| My Legacy Advisors, LLC | 1.05% | Add +11.8% | 23,097 | $3.1M |
| SigFig Wealth Management, LLC | 0.11% | Add +4.2% | 22,994 | $3.1M |
| ShoreHaven Wealth Partners, LLC | 1.70% | Add +7.7% | 22,883 | $3.1M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +0.0% | 22,799 | $3.1M |
| Blair William & Co. | 0.01% | Reduce -3.3% | 22,470 | $3.0M |
| Acropolis Investment Management, LLC | 0.20% | Reduce -2.5% | 22,207 | $3.0M |
| Connecticut Wealth Management, LLC | 0.16% | No change | 22,128 | $3.0M |
| Financial Counselors Inc. | 0.05% | Reduce -1.2% | 21,844 | $3.0M |
| Mgo One Seven LLC | 0.15% | Reduce -12.1% | 21,640 | $2.9M |
| Elevation Point Wealth Partners, LLC | 0.22% | Add +17.7% | 21,638 | $2.9M |
| Central Pacific Bank - Trust Division | 0.38% | — | 21,482 | $2.9M |
| Cerity Partners LLC | 0.01% | Reduce -7.8% | 21,328 | $2.9M |
| Aptus Capital Advisors, LLC | 0.06% | Add +2180.3% | 21,138 | $2.9M |
| Citigroup Inc. | 0.00% | Reduce -1.3% | 20,797 | $2.8M |
| Northeast Financial Consultants Inc | 0.14% | Reduce -2.6% | 20,755 | $2.8M |
| Ieq Capital, LLC | 0.04% | No change | 20,678 | $2.8M |
| True Vision MN LLC | 1.96% | Add +29.4% | 21,249 | $2.8M |
| Counterweight Ventures, LLC | 2.21% | Reduce -4.5% | 20,368 | $2.8M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -3.2% | 20,135 | $2.7M |
| Clifford Swan Investment Counsel LLC | 0.10% | No change | 20,000 | $2.7M |
| Nwam LLC | 0.22% | Reduce -1.8% | 19,954 | $2.7M |
| MAI Capital Management | 0.03% | Reduce -1.2% | 19,667 | $2.7M |
| Keybank National Association | 0.01% | Reduce -2.0% | 19,653 | $2.7M |
| Balboa Wealth Partners | 0.84% | Add +64.9% | 19,476 | $2.6M |
| Gen-Wealth Partners Inc | 1.30% | — | 19,418 | $2.6M |
| Avidian Wealth Enterprises, LLC | 0.14% | Add +1.1% | 19,305 | $2.6M |
| Condor Capital Management | 0.26% | Reduce -10.0% | 19,299 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +2.7% | 19,251 | $2.6M |
| Beacon Bridge Wealth Partners, LLC | 1.23% | Add +20.1% | 19,235 | $2.6M |
| First Hawaiian Bank | 0.08% | No change | 18,859 | $2.5M |
| Shared Vision Wealth Group LLC | 1.58% | Add +6.3% | 18,777 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.15% | Add +12.2% | 18,733 | $2.5M |
| Pinnacle Associates Ltd. | 0.04% | No change | 18,618 | $2.5M |
| Haverford Trust Co | 0.03% | No change | 18,555 | $2.5M |
| Tradition Wealth Management, LLC | 0.25% | Reduce -0.1% | 18,519 | $2.5M |
| Matthew Goff Investment Advisor, LLC | 0.50% | Add +2.6% | 18,284 | $2.5M |
| Parsons Capital Management Inc. | 0.17% | No change | 18,277 | $2.5M |
| IFP Advisors, Inc | 0.11% | Reduce -0.5% | 18,113 | $2.4M |
| Laurel Wealth Advisors LLC | 0.42% | Add +0.8% | 18,022 | $2.4M |
| First United Bank & Trust | 0.90% | Reduce -1.4% | 17,950 | $2.4M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -4.9% | 17,775 | $2.4M |
| Private Trust Co. NA | 0.26% | Reduce -0.4% | 17,726 | $2.4M |
| Equitable Holdings, Inc. | 0.03% | Add +19.4% | 17,302 | $2.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.40% | Add +444.7% | 17,222 | $2.3M |
| Assetmark, Inc. | 0.01% | Add +6.3% | 17,132 | $2.3M |
| Firethorn Wealth Partners, LLC | 1.36% | Add +6.1% | 17,121 | $2.3M |
| Eq LLC | 1.42% | Add +17.3% | 17,064 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -8.6% | 16,935 | $2.3M |
| Raymond James Trust N.A. | 0.06% | Add +1.7% | 16,794 | $2.3M |
| Tempus Wealth Planning, LLC | 0.98% | Add +1.6% | 16,509 | $2.2M |
| New Potomac Partners, LLC | 1.23% | Reduce -5.2% | 16,384 | $2.2M |
| Lincoln National Corp. | 0.03% | Add +39.3% | 16,375 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +11.3% | 16,366 | $2.2M |
| Glenview Trust Co | 0.05% | Reduce -3.3% | 16,314 | $2.2M |
| Transamerica Financial Advisors, LLC | 0.22% | Add +43.3% | 16,276 | $2.2M |
| Ayalon Insurance Comp Ltd. | 0.73% | No change | 16,230 | $2.2M |
| Capital Advisory Group Advisory Services, LLC | 1.04% | Add +0.3% | 16,229 | $2.2M |
| Duncker Streett & Co. Inc. | 0.43% | No change | 16,210 | $2.2M |
| Conservest Capital Advisors, Inc. | 0.22% | Reduce -1.6% | 16,155 | $2.2M |
| Adell Harriman & Carpenter Inc. | 0.18% | Reduce -0.9% | 16,100 | $2.2M |
| Terra Nova Asset Management LLC | 1.72% | Add +8.0% | 15,999 | $2.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.52% | Reduce -3.1% | 15,750 | $2.1M |
| Koshinski Asset Management, Inc. | 0.21% | Add +660.1% | 15,323 | $2.1M |
| Diversify Advisory Services, LLC | 0.12% | — | 15,259 | $2.1M |
| Hoxton Planning & Management, LLC | 0.99% | Add +0.2% | 15,314 | $2.1M |
| Leeward Financial Partners, LLC | 0.87% | No change | 15,302 | $2.1M |
| PFG Investments, LLC | 0.12% | Add +5.1% | 15,264 | $2.1M |
| Trustmark Bank Trust Department | 0.17% | Reduce -3.3% | 15,202 | $2.1M |
| World Equity Group, Inc. | 0.42% | Add +0.8% | 15,138 | $2.0M |
| Joel Isaacson & Co., LLC | 0.11% | Add +3.4% | 15,059 | $2.0M |
| Brown Advisory Inc. | 0.00% | Reduce -0.1% | 14,910 | $2.0M |
| Market Street Wealth Management Advisors LLC | 0.35% | Reduce -6.9% | 14,717 | $2.0M |
| W Advisors, LLC | 1.34% | Add +1.7% | 14,484 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Add +11.4% | 14,463 | $2.0M |
| HB Wealth Management, LLC | 0.02% | Reduce -1.6% | 14,171 | $1.9M |
| Roof Eidam Maycock Peralta, LLC | 0.53% | No change | 14,165 | $1.9M |
| Mosley Wealth Management | 1.79% | Reduce -0.2% | 14,085 | $1.9M |
| Vertex Planning Partners, LLC | 0.53% | Add +10.7% | 14,069 | $1.9M |
| Advus Financial Partners, LLC | 0.59% | Add +15.0% | 14,035 | $1.9M |
| Lantz Financial LLC | 0.61% | Add +16.9% | 14,033 | $1.9M |
| Pallas Capital Advisors LLC | 0.08% | Reduce -6.4% | 13,954 | $1.9M |
| Lwmg, LLC | 0.43% | Reduce -14.9% | 13,945 | $1.9M |
| Fort Point Capital Partners LLC | 0.25% | Add +4.9% | 13,930 | $1.9M |
| LVW Advisors, LLC | 0.32% | Add +0.6% | 13,870 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Add +11.1% | 13,829 | $1.9M |
| Morningstar Investment Services LLC | 0.02% | Reduce -17.6% | 13,755 | $1.9M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -0.8% | 13,767 | $1.9M |
| LongView Wealth Management | 0.73% | Reduce -0.3% | 13,569 | $1.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.29% | Add +7.3% | 13,562 | $1.8M |
| Centaurus Financial, Inc. | 0.13% | Add +11.7% | 13,528 | $1.8M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +0.3% | 13,410 | $1.8M |
| Ancora Advisors LLC | 0.04% | Add +94.3% | 13,306 | $1.8M |
| Keystone Wealth Services, LLC | 0.58% | Reduce -1.1% | 13,254 | $1.8M |
| Centurion Wealth Management LLC | 0.70% | Add +2.1% | 13,181 | $1.8M |
| Pinnacle Family Advisors, LLC | 0.95% | Add +0.1% | 13,141 | $1.8M |
| Waddell & Associates, LLC | 0.24% | No change | 13,090 | $1.8M |
| Montz Harcus Wealth Management LLC | 1.19% | Add +0.1% | 13,039 | $1.8M |
| FFG Retirement Advisors LLC | 1.23% | Reduce -9.0% | 12,980 | $1.8M |
| JFS Wealth Advisors, LLC | 0.14% | Add +18.0% | 12,916 | $1.7M |
| Signal Advisors Wealth, LLC | 0.43% | Add +13.2% | 12,828 | $1.7M |
| Visionary Wealth Advisors | 0.12% | Add +0.2% | 12,713 | $1.7M |
| Bordeaux Wealth Advisors LLC | 0.57% | No change | 12,600 | $1.7M |
| Principle Wealth Partners LLC | 0.13% | No change | 12,592 | $1.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +334.2% | 12,574 | $1.7M |
| WR Wealth Planners, LLC | 0.53% | Reduce -8.0% | 12,570 | $1.7M |
| Global Retirement Partners, LLC | 0.06% | Reduce -7.2% | 12,524 | $1.7M |
| Legacy Private Trust Co. | 0.12% | Reduce -0.8% | 12,396 | $1.7M |
| Verus Capital Partners, LLC | 0.19% | Add +32.7% | 12,387 | $1.7M |
| AlphaMark Advisors, LLC | 0.59% | Reduce -6.3% | 12,347 | $1.7M |
| Valmark Advisers, Inc. | 0.03% | Add +5.6% | 12,300 | $1.7M |
| Aurora Private Wealth, Inc. | 1.42% | Reduce -0.9% | 12,151 | $1.6M |
| Westwood Wealth Management | 0.80% | Reduce -6.4% | 12,055 | $1.6M |
| Bragg Financial Advisors, Inc | 0.07% | Add +0.3% | 11,991 | $1.6M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -5.4% | 9,876 | $1.6M |
| Financial Perspectives, Inc | 0.61% | Add +0.9% | 11,836 | $1.6M |
| Harmony Asset Management LLC | 0.66% | Add +41.0% | 11,799 | $1.6M |
| Concorde Asset Management, LLC | 1.09% | Add +25.6% | 11,796 | $1.6M |
| Howard Capital Management, LLC | 0.17% | Add +2.0% | 11,671 | $1.6M |
| Magnus Financial Group LLC | 0.19% | Add +5.0% | 11,573 | $1.6M |
| Atmos Capital Gestao DE Recursos Ltda. | 0.19% | No change | 11,558 | $1.6M |
| Sonata Capital Group Inc. | 0.70% | No change | 11,460 | $1.5M |
| Graves Light Lenhart Wealth, Inc. | 0.18% | Reduce -2.0% | 11,452 | $1.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +1.0% | 11,400 | $1.5M |
| Global Financial Private Client, LLC | 0.66% | Add +0.6% | 11,310 | $1.5M |
| Maripau Wealth Management LLC | 1.14% | Add +2.6% | 11,212 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -16.5% | 11,044 | $1.5M |
| Nikulski Financial, Inc. | 0.49% | Add +26.0% | 10,967 | $1.5M |
| Carret Asset Management, LLC | 0.17% | Reduce -0.7% | 10,961 | $1.5M |
| Venturi Wealth Management, LLC | 0.09% | Add +14.8% | 10,871 | $1.5M |
| Marcum Wealth, LLC | 0.15% | Add +6.7% | 10,837 | $1.5M |
| Castle Rock Wealth Management, LLC | 0.40% | Add +9.5% | 11,420 | $1.4M |
| Clarus Wealth Advisors | 0.82% | Reduce -6.0% | 10,852 | $1.4M |
| Smithbridge Asset Management Inc. | 0.30% | Reduce -1.6% | 10,592 | $1.4M |
| Ballew Advisors, Inc | 0.98% | No change | 10,690 | $1.4M |
| Barclays PLC | 0.00% | New | 10,555 | $1.4M |
| Apollon Financial, LLC | 0.49% | Add +0.0% | 10,470 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 10,458 | $1.4M |
| Charter Oak Capital Management, LLC | 0.15% | Reduce -2.0% | 10,353 | $1.4M |
| Maltin Wealth Management, Inc. | 0.79% | Reduce -0.3% | 10,351 | $1.4M |
| Copperleaf Capital, LLC | 1.21% | Add +3.4% | 10,329 | $1.4M |
| Aviance Capital Partners, LLC | 0.21% | Reduce -3.0% | 10,304 | $1.4M |
| Patten & Patten Inc. | 0.10% | Reduce -0.5% | 10,280 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.47% | No change | 10,702 | $1.4M |
| Transcend Capital Advisors, LLC | 0.11% | Add +5.9% | 10,237 | $1.4M |
| Navellier & Associates Inc. | 0.17% | Reduce -27.6% | 10,203 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.35% | Add +22.4% | 10,200 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.5% | 10,200 | $1.4M |
| Essex Financial Services, Inc. | 0.13% | Add +35.7% | 10,190 | $1.4M |
| Boston Family Office LLC | 0.10% | No change | 10,100 | $1.4M |
| Clearview Wealth Advisors LLC | 1.39% | Add +161.8% | 10,092 | $1.4M |
| Lake Street Private Wealth, LLC | 0.19% | Add +1.4% | 10,063 | $1.4M |
| International Assets Investment Management, LLC | 0.14% | Add +6.6% | 9,945 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -87.2% | 9,817 | $1.3M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -1.9% | 9,761 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +47.5% | 9,760 | $1.3M |
| Wealthstar Advisors, LLC | 0.46% | Reduce -61.0% | 9,733 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +16073.3% | 9,704 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 9,696 | $1.3M |
| HCR Wealth Advisors | 0.20% | Reduce -0.9% | 9,650 | $1.3M |
| NCM Capital Management, LLC | 0.73% | Reduce -3.3% | 9,610 | $1.3M |
| Chesley Taft & Associates LLC | 0.07% | No change | 9,600 | $1.3M |
| First National Trust Co | 0.05% | Reduce -1.4% | 9,517 | $1.3M |
| Flagstar Securities, Inc. | 0.36% | Add +58.5% | 9,488 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Reduce -23.7% | 9,465 | $1.3M |
| Curi Capital, LLC | 0.03% | Add +36.5% | 9,348 | $1.3M |
| Meridian Wealth Management, LLC | 0.21% | Reduce -4.2% | 9,258 | $1.3M |
| Meridian Wealth Advisors, LLC | 0.23% | No change | 9,216 | $1.2M |
| Meridian Management Co. | 0.34% | No change | 9,200 | $1.2M |
| Client 1ST Advisory Group, LLC | 0.55% | Reduce -5.5% | 9,054 | $1.2M |
| Wealthspire Retirement, LLC | 0.10% | Add +52.3% | 9,001 | $1.2M |
| Eudaimonia Partners, LLC | 0.29% | Add +0.3% | 8,943 | $1.2M |
| Gateway Wealth Partners, LLC | 0.43% | Add +8.2% | 8,937 | $1.2M |
| First Citizens Bank & Trust Co. | 0.02% | New | 8,920 | $1.2M |
| Beach Investment Counsel Inc. | 0.15% | No change | 9,800 | $1.2M |
| Absolute Capital Management, LLC | 0.76% | Reduce -34.4% | 8,826 | $1.2M |
| Twin Peaks Wealth Advisors, LLC | 0.66% | Add +34.0% | 8,737 | $1.2M |
| Catalina Capital Group, LLC | 0.50% | Add +6.9% | 8,705 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | Add +11.3% | 8,705 | $1.2M |
| &partners | 0.16% | New | 8,662 | $1.2M |
| Bush Investment Group, LLC | 1.03% | Add +4.2% | 8,643 | $1.2M |
| Silver Oak Securities, Incorporated | 0.18% | Reduce -65.0% | 8,557 | $1.2M |
| WESPAC Advisors, LLC | 0.67% | Add +250.6% | 8,537 | $1.2M |
| Coastal Bridge Advisors, LLC | 0.26% | No change | 8,383 | $1.1M |
| Riverview Capital Advisers, LLC | 0.39% | No change | 9,834 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +8.4% | 8,350 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +25.2% | 8,281 | $1.1M |
| Raleigh Capital Management Inc. | 0.48% | Add +15.0% | 8,274 | $1.1M |
| Lanark Financial, Inc. | 0.10% | Reduce -1.8% | 7,406 | $1.1M |
| Etfidea, LLC | 0.38% | Reduce -0.1% | 8,202 | $1.1M |
| Dakota Wealth Management | 0.03% | Add +121.3% | 8,175 | $1.1M |
| Interchange Capital Partners, LLC | 0.74% | Add +12.3% | 7,604 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +10.2% | 8,089 | $1.1M |
| Freestone Capital Holdings, LLC | 0.04% | Add +0.1% | 8,050 | $1.1M |
| CX Institutional | 0.05% | Add +0.8% | 8,018 | $1.1M |
| Advisory Alpha, LLC | 0.04% | Reduce -4.4% | 7,877 | $1.1M |
| Source Financial Advisors LLC | 0.32% | Reduce -30.7% | 7,863 | $1.1M |
| Dohj, LLC | 0.28% | Add +0.8% | 7,848 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.33% | Add +24.5% | 7,829 | $1.1M |
| MKT Advisors LLC | 0.58% | Add +45.6% | 7,921 | $1.1M |
| Eudaimonia Advisors LLC | 0.56% | Add +7.0% | 7,782 | $1.1M |
| Regimen Wealth, LLC | 0.36% | Reduce -4.2% | 7,766 | $1.0M |
| SVB Wealth LLC | 0.02% | Reduce -11.1% | 7,758 | $1.0M |
| Franklin Resources Inc. | 0.00% | No change | 7,715 | $1.0M |
| FPC Investment Advisory, Inc. | 1.01% | — | 7,965 | $1.0M |
| M3 Advisory Group, LLC | 0.93% | Reduce -0.8% | 7,564 | $1.0M |
| RCS Financial Planning, LLC | 0.63% | Reduce -28.9% | 7,559 | $1.0M |
| Allstate Corp. | 0.07% | New | 7,550 | $1.0M |
| Commonwealth Retirement Investments LLC | 0.48% | Add +20.5% | 7,500 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.0% | 7,421 | $1.0M |
| Prio Wealth Limited Partnership | 0.03% | No change | 7,335 | $991K |
| WealthPLAN Partners, LLC | 0.10% | Add +0.6% | 7,286 | $984K |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.2% | 7,281 | $983K |
| American Institute for Advanced Investment Management, LLP | 0.78% | Reduce -3.2% | 7,263 | $981K |
| Cooper Financial Group | 0.16% | Reduce -3.7% | 7,256 | $980K |
| Kaydan Wealth Management, Inc. | 0.33% | No change | 7,184 | $970K |
| Investment Advisory Group, LLC | 0.40% | Add +1.6% | 7,114 | $961K |
| Diversified Trust Co. | 0.03% | Reduce -58.3% | 7,041 | $951K |
| Debussy Capital Management LP | 0.28% | Add +1.5% | 7,049 | $944K |
| Capital Analysts, LLC | 0.04% | Reduce -0.1% | 6,985 | $943K |
| Redwood Investment Management, LLC | 0.09% | Add +49.8% | 6,942 | $938K |
| Eaton Financial Holdings Company, LLC | 0.49% | Add +8.4% | 6,941 | $937K |
| Westside Investment Management, Inc. | 0.22% | Reduce -2.2% | 6,901 | $933K |
| Lane & Associates LLC | 0.59% | Add +1.9% | 6,891 | $931K |
| N.E.W. Advisory Services LLC | 0.10% | Reduce -2.3% | 6,889 | $930K |
| Gladstone Institutional Advisory LLC | 0.05% | Add +0.7% | 6,855 | $926K |
| Tennessee Valley Asset Management Partners | 0.22% | Add +11.7% | 6,827 | $922K |
| First Western Trust Bank | 0.04% | No change | 6,700 | $905K |
| Sutton Place Investors LLC | 0.45% | Add +44.9% | 6,692 | $904K |
| Maryland Capital Advisors Inc. | 0.56% | No change | 6,680 | $902K |
| Park National Corp. | 0.03% | Reduce -4.3% | 6,619 | $894K |
| Willner & Heller, LLC | 0.89% | Add +0.1% | 6,591 | $890K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -11.5% | 6,588 | $890K |
| Wintrust Investments LLC | 0.08% | Reduce -5.2% | 6,445 | $870K |
| Kovack Advisors, Inc. | 0.10% | Add +16.5% | 6,353 | $858K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +9.7% | 6,319 | $853K |
| Northwest Capital Management Inc | 0.27% | Add +64.5% | 6,238 | $843K |
| Schnieders Capital Management LLC | 0.18% | No change | 6,230 | $841K |
| Transform Wealth, LLC | 0.08% | Reduce -0.1% | 6,225 | $841K |
| Full Sail Capital, LLC | 0.06% | Add +12.2% | 6,216 | $840K |
| Focus Partners Wealth | 0.01% | Add +162.9% | 6,204 | $838K |
| Better Money Decisions, LLC | 0.66% | Add +0.1% | 6,136 | $829K |
| FAS Wealth Partners, Inc. | 0.07% | No change | 6,135 | $829K |
| Invictus Private Wealth, LLC | 0.07% | Reduce -0.8% | 6,115 | $826K |
| NorthRock Partners, LLC | 0.03% | Add +4.1% | 6,080 | $821K |
| Theory Financial LLC | 0.42% | Add +47.5% | 6,068 | $820K |
| Redhawk Wealth Advisors, Inc. | 0.13% | New | 6,057 | $818K |
| Lavaca Capital LLC | 0.49% | No change | 6,000 | $810K |
| Genesee Capital Advisors, LLC | 0.44% | Add +7.6% | 5,991 | $809K |
| Montag A & Associates Inc. | 0.04% | Reduce -1.3% | 5,986 | $808K |
| Concord Wealth Partners | 0.14% | Add +2.1% | 5,936 | $802K |
| Certus Wealth Management, LLC | 0.64% | Add +3.7% | 6,059 | $801K |
| Chapin Davis, Inc. | 0.29% | No change | 5,812 | $785K |
| Moors & Cabot, Inc. | 0.04% | Add +193.8% | 5,797 | $783K |
| Girard Partners LTD. | 0.07% | Add +4.6% | 5,774 | $780K |
| Verger Capital Management LLC | 0.40% | Add +0.1% | 5,732 | $774K |
| TrinityPoint Wealth, LLC | 0.13% | Reduce -8.8% | 5,666 | $765K |
| Greenleaf Trust | 0.01% | No change | 5,657 | $764K |
| Secure Asset Management, LLC | 0.18% | Add +176.4% | 5,646 | $763K |
| Fortis Group Advisors, LLC | 0.14% | Reduce -1.8% | 5,616 | $758K |
| Sovereign Financial Group, Inc. | 0.20% | Add +3.4% | 5,613 | $758K |
| Prudent Investors Network, Inc. | 0.29% | — | 5,612 | $758K |
| Hyman Charles D | 0.04% | No change | 5,572 | $753K |
| OMNI 360 Wealth, Inc. | 0.62% | Add +15.9% | 5,540 | $748K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +7.8% | 5,500 | $743K |
| Financial Gravity Asset Management, Inc. | 0.21% | Reduce -98.1% | 6,041 | $742K |
| Rational Advisors, Inc. | 0.07% | Reduce -29.9% | 5,478 | $740K |
| Allen Investment Management, LLC | 0.01% | No change | 5,464 | $738K |
| StoneX Group Inc. | 0.07% | Add +3.1% | 5,445 | $735K |
| Affiance Financial, LLC | 0.20% | No change | 5,434 | $734K |
| TrueWealth Advisors, LLC | 0.28% | Reduce -5.3% | 5,409 | $731K |
| Eagle Strategies LLC | 0.16% | Add +11.2% | 5,387 | $728K |
| CWA Asset Management Group, LLC | 0.04% | Add +0.2% | 5,332 | $720K |
| Spinnaker Trust | 0.05% | No change | 5,303 | $716K |
| Worth Asset Management, LLC | 0.44% | New | 5,264 | $711K |
| Emergent Wealth Advisors, LLC | 0.61% | Reduce -45.5% | 5,068 | $708K |
| LifePlan Investment Advisors, Inc. | 0.56% | Add +17.7% | 5,212 | $704K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.9% | 5,205 | $703K |
| Palumbo Wealth Management LLC | 0.31% | No change | 5,200 | $702K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -17.3% | 5,196 | $702K |
| Kesler, Norman & Wride, LLC | 0.15% | Reduce -30.4% | 5,188 | $701K |
| RHS Financial, LLC | 0.41% | Add +33.8% | 5,175 | $699K |
| KPP Advisory Services LLC | 0.19% | New | 5,110 | $690K |
| BCU Wealth Advisors, LLC | 0.58% | Add +8.7% | 5,070 | $685K |
| Synovus Financial Corp. | 0.01% | Reduce -6.5% | 5,064 | $684K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +73.7% | 5,056 | $683K |
| Occidental Asset Management, LLC | 0.13% | Reduce -13.1% | 4,964 | $670K |
| Choate Investment Advisors | 0.02% | Reduce -20.6% | 4,950 | $669K |
| Washington Trust Bank | 0.06% | Reduce -0.8% | 4,938 | $667K |
| Saxon Interests, Inc. | 0.32% | Add +32.1% | 4,930 | $666K |
| WealthCare Investment Partners, LLC | 0.32% | Add +108.6% | 4,921 | $665K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +0.3% | 4,906 | $663K |
| Cutter & CO Brokerage, Inc. | 0.16% | Add +0.0% | 4,874 | $658K |
| Rede Wealth, LLC | 0.28% | No change | 4,868 | $657K |
| Sierra Summit Advisors LLC | 0.18% | No change | 4,812 | $650K |
| Orange Investment Advisors, Inc. | 0.08% | Reduce -5.0% | 4,790 | $647K |
| AlTi Global, Inc. | 0.02% | No change | 4,680 | $632K |
| Burns J W & Co. Inc. | 0.09% | No change | 4,675 | $631K |
| Aspire Wealth Management Corp | 0.38% | Add +33.5% | 4,652 | $628K |
| Executive Wealth Management, LLC | 0.06% | Add +0.0% | 4,629 | $627K |
| Wealthstream Advisors, Inc. | 0.24% | No change | 4,623 | $624K |
| Beacon Financial Advisory LLC | 0.30% | Reduce -1.3% | 4,604 | $622K |
| Cornerstone Wealth Group, LLC | 0.06% | New | 4,517 | $610K |
| United Capital Management of KS, Inc. | 0.14% | Reduce -10.4% | 4,487 | $606K |
| Roman Butler Fullerton & Co. | 0.23% | Add +0.0% | 4,797 | $606K |
| Warner Financial, Inc. | 0.30% | No change | 4,420 | $597K |
| LexAurum Advisors, LLC | 0.15% | Reduce -10.4% | 4,414 | $596K |
| Courier Capital LLC | 0.04% | No change | 4,400 | $594K |
| Dentgroup LLC | 0.49% | Add +13.3% | 4,387 | $593K |
| Savant Capital, LLC | 0.01% | Reduce -1.1% | 4,366 | $590K |
| Meritage Portfolio Management | 0.04% | No change | 4,362 | $589K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.4% | 4,351 | $588K |
| XML Financial, LLC | 0.06% | Add +0.0% | 4,339 | $586K |
| Ehrlich Financial Group | 0.49% | Add +109.3% | 4,337 | $586K |
| Hilltop Holdings Inc. | 0.06% | No change | 4,305 | $581K |
| Neuberger Berman Group LLC | 0.00% | Add +0.5% | 4,221 | $570K |
| MV Capital Management, Inc. | 0.07% | Reduce -10.6% | 4,204 | $568K |
| Western Wealth Management, LLC | 0.04% | Reduce -69.0% | 4,179 | $564K |
| Harbor Investment Advisory, LLC | 0.06% | Add +1.6% | 4,177 | $564K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.4% | 4,156 | $561K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,151 | $561K |
| Simon Quick Advisors, LLC | 0.04% | Add +0.0% | 4,111 | $555K |
| Sterling Investment Advisors LLC | 0.32% | Add +68.0% | 4,076 | $551K |
| Chesapeake Wealth Management | 0.20% | Reduce -4.2% | 4,055 | $548K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +1.3% | 4,049 | $547K |
| Hilltop Partners LLC | 0.19% | Add +2.3% | 4,034 | $545K |
| Wetzel Investment Advisors, Inc. | 0.32% | Add +3.0% | 4,225 | $543K |
| Advance Capital Management, Inc. | 0.04% | New | 3,998 | $540K |
| Modera Wealth Management, LLC | 0.01% | Add +5.3% | 3,989 | $539K |
| ELCO Management Co., LLC | 0.33% | Add +13.1% | 3,960 | $535K |
| PFG Advisors | 0.04% | Add +2.5% | 3,958 | $535K |
| One Charles Private Wealth Services, LLC | 0.23% | No change | 3,920 | $529K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,889 | $525K |
| IMZ Advisory Inc | 0.27% | Reduce -21.8% | 3,872 | $523K |
| Relyea Zuckerberg Hanson LLC | 0.09% | New | 3,870 | $523K |
| Elevated Capital Advisors, LLC | 0.15% | New | 3,868 | $522K |
| Family Manage LLC | 0.10% | No change | 3,860 | $521K |
| Betterment LLC | 0.00% | Add +25.3% | 3,859 | $521K |
| D L Carlson Investment Group Inc. | 0.10% | Reduce -3.4% | 3,845 | $519K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.6% | 3,839 | $519K |
| Strategy Asset Managers LLC | 0.11% | Reduce -4.8% | 3,832 | $518K |
| WT Wealth Management | 0.18% | Reduce -3.1% | 3,805 | $514K |
| Guidance Capital, Inc. | 0.19% | Add +76.7% | 3,898 | $511K |
| Garde Capital, Inc. | 0.04% | No change | 3,759 | $507K |
| Schorn Wealth LLC | 0.19% | New | 3,684 | $498K |
| Strategic Equity Management | 0.41% | New | 3,643 | $492K |
| Grant/GrossMendelsohn, LLC | 0.23% | Add +0.1% | 3,648 | $490K |
| VestGen Investment Management | 0.15% | Reduce -1.7% | 3,624 | $489K |
| Naples Global Advisors, LLC | 0.05% | No change | 3,601 | $486K |
| TFG Advisers LLC | 0.19% | Add +0.1% | 3,573 | $483K |
| Root Financial Partners, LLC | 0.14% | No change | 3,558 | $481K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +25.6% | 3,557 | $480K |
| Arkadios Wealth Advisors | 0.04% | Add +2.1% | 3,551 | $480K |
| Drive Wealth Management, LLC | 0.13% | No change | 3,535 | $477K |
| Kanawha Capital Management LLC | 0.04% | No change | 3,512 | $474K |
| Level Four Advisory Services, LLC | 0.03% | No change | 3,850 | $473K |
| Associated Banc-Corp | 0.01% | No change | 3,479 | $470K |
| Old North State Wealth Management, LLC | 0.31% | Add +31.9% | 3,469 | $469K |
| Biondo Investment Advisors, LLC | 0.07% | New | 3,465 | $468K |
| Financial Advocates Investment Management | 0.03% | Add +3.2% | 3,526 | $466K |
| Aspire Private Capital, LLC | 0.12% | Add +4.8% | 3,386 | $457K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -6.5% | 3,510 | $452K |
| Oxinas Partners, LLC | 0.29% | Add +0.1% | 3,321 | $449K |
| Divergent Wealth Advisors | 0.09% | No change | 3,315 | $448K |
| Realta Investment Advisors | 0.09% | Add +26.9% | 3,299 | $446K |
| Avantax Planning Partners, Inc. | 0.01% | Add +0.7% | 3,292 | $445K |
| Atlas Brown,Inc. | 0.16% | Add +14.2% | 3,256 | $440K |
| CVA Family Office, LLC | 0.08% | No change | 3,227 | $436K |
| Rockland Trust Co. | 0.02% | Reduce -14.9% | 3,222 | $435K |
| Almanack Investment Partners, LLC. | 0.07% | Reduce -5.8% | 3,214 | $434K |
| Sensible Money, LLC | 0.23% | No change | 3,200 | $432K |
| Columbia Bank | 0.18% | — | 3,200 | $432K |
| Asset Dedication, LLC | 0.03% | No change | 3,200 | $432K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -0.1% | 3,191 | $431K |
| Kingsview Wealth Management, LLC | 0.01% | Add +67.4% | 3,152 | $426K |
| Correct Capital Wealth Management | 0.10% | No change | 3,131 | $423K |
| Hutchens & Kramer Investment Management Group, LLC | 0.25% | New | 3,098 | $420K |
| Samalin Investment Counsel, LLC | 0.20% | Reduce -7.6% | 3,105 | $419K |
| Salomon & Ludwin, LLC | 0.04% | No change | 3,100 | $419K |
| TBH Global Asset Management, LLC | 0.08% | No change | 3,092 | $418K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +3.3% | 3,082 | $416K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.0% | 3,067 | $414K |
| Intrepid Financial Planning Group LLC | 0.18% | Reduce -1.6% | 3,050 | $412K |
| WESPAC Advisors SoCal, LLC | 0.11% | No change | 3,010 | $407K |
| Penobscot Wealth Management | 0.26% | Add +0.1% | 3,005 | $406K |
| Carderock Capital Management Inc. | 0.11% | No change | 3,000 | $405K |
| Manchester Capital Management LLC | 0.05% | No change | 3,000 | $405K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,999 | $405K |
| Flputnam Investment Management Co. | 0.01% | Add +15.0% | 2,990 | $404K |
| W.H. Cornerstone Investments Inc. | 0.29% | Reduce -27.0% | 2,950 | $398K |
| Coldstream Capital Management Inc. | 0.01% | Add +58.2% | 2,936 | $397K |
| TD Private Client Wealth LLC | 0.01% | Add +174.5% | 2,921 | $395K |
| Ellevest, Inc. | 0.02% | Reduce -10.8% | 2,903 | $392K |
| Baker Tilly Wealth Management, LLC | 0.07% | Reduce -21.9% | 2,902 | $392K |
| Lantern Wealth Advisors, LLC | 0.28% | Add +30.9% | 2,900 | $392K |
| Next Level Private LLC | 0.18% | New | 2,896 | $391K |
| Paces Ferry Wealth Advisors, LLC | 0.25% | Add +0.1% | 2,889 | $390K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.0% | 2,854 | $385K |
| Waverly Advisors, LLC | 0.01% | New | 2,827 | $382K |
| Redwood Financial Network Corp | 0.33% | Add +4.0% | 2,821 | $381K |
| Nicolet Advisory Services, LLC | 0.04% | No change | 2,828 | $380K |
| Asset Management Group, Inc. | 0.06% | No change | 2,802 | $378K |
| Sound Income Strategies, LLC | 0.03% | Add +54.1% | 2,797 | $378K |
| Lifeworks Advisors, LLC | 0.11% | New | 2,786 | $376K |
| Beverly Hills Private Wealth, LLC | 0.09% | Reduce -6.6% | 2,784 | $376K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,743 | $370K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 2,739 | $370K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | No change | 2,737 | $370K |
| Beaird Harris Wealth Management, LLC | 0.04% | No change | 2,725 | $368K |
| Harbour Trust & Investment Management Co | 0.05% | Reduce -1.0% | 2,716 | $367K |
| Litman Gregory Wealth Management LLC | 0.03% | New | 2,712 | $366K |
| Ceera Investments, LLC | 0.16% | No change | 2,695 | $364K |
| Modern Wealth Management, LLC | 0.03% | New | 2,666 | $360K |
| Kowal Investment Group, LLC | 0.08% | Reduce -5.0% | 2,664 | $360K |
| HT Partners LLC | 0.13% | No change | 2,612 | $353K |
| Norwood Financial Corp | 0.51% | No change | 2,612 | $353K |
| Harvest Investment Services, LLC | 0.14% | Reduce -5.8% | 2,605 | $352K |
| First City Capital Management, Inc. | 0.19% | No change | 2,600 | $351K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -0.8% | 2,601 | $351K |
| Simplex Trading, LLC | 0.01% | Add +15.5% | 2,593 | $350K |
| Moneywise, Inc. | 0.19% | New | 2,584 | $349K |
| Midwest Heritage Bank, FSB | 0.18% | Add +25.8% | 2,569 | $347K |
| Financial Freedom, LLC | 0.21% | New | 2,567 | $347K |
| Stevard, LLC | 0.31% | New | 2,544 | $344K |
| Jacobi Capital Management LLC | 0.03% | No change | 2,544 | $344K |
| Peddock Capital Advisors, LLC | 0.09% | No change | 2,505 | $338K |
| Granite Bay Wealth Management, LLC | 0.19% | Reduce -98.7% | 2,500 | $338K |
| Resurgent Financial Advisors LLC | 0.18% | Reduce -2.7% | 2,495 | $337K |
| Bensler, LLC | 0.05% | Add +0.0% | 2,473 | $334K |
| Carson Advisory Inc. | 0.23% | Reduce -0.2% | 2,441 | $330K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -8.8% | 2,441 | $330K |
| Essex Bank | 0.10% | No change | 2,680 | $329K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,425 | $328K |
| Accredited Investors Inc. | 0.02% | Add +0.3% | 2,423 | $327K |
| Imprint Wealth LLC | 0.08% | New | 2,412 | $327K |
| Ratio Wealth Group | 0.06% | No change | 2,408 | $325K |
| Hobart Private Capital, LLC | 0.10% | Reduce -2.2% | 2,403 | $325K |
| Ranch Capital Advisors Inc. | 0.18% | No change | 2,400 | $324K |
| Ignite Planners, LLC | 0.09% | No change | 2,390 | $324K |
| Blue Fin Capital, Inc. | 0.07% | No change | 2,389 | $323K |
| Garrison Point Advisors, LLC | 0.21% | Reduce -1.0% | 2,375 | $321K |
| Alterna Wealth Management, Inc. | 0.26% | Add +27.2% | 2,374 | $321K |
| Bright Financial Advisors, Inc. | 0.24% | — | 5,347 | $320K |
| Presilium Private Wealth, LLC | 0.08% | Reduce -11.2% | 2,368 | $320K |
| Semmax Financial Advisors Inc. | 0.11% | Add +44.8% | 2,375 | $319K |
| Gryphon Financial Partners LLC | 0.05% | Reduce -43.7% | 2,363 | $319K |
| Circle Wealth Management, LLC | 0.01% | Reduce -34.5% | 2,356 | $318K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -0.6% | 2,353 | $318K |
| Tilson Financial Group, Inc. | 0.17% | Add +0.0% | 2,335 | $315K |
| Altfest L J & Co. Inc. | 0.04% | No change | 2,330 | $315K |
| Capital Market Strategies LLC | 0.24% | Add +2.6% | 2,324 | $314K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +9.8% | 2,320 | $313K |
| Latitude Advisors, LLC | 0.19% | New | 2,288 | $309K |
| HM Payson & Co. | 0.01% | Add +1.1% | 2,275 | $307K |
| Madden Advisory Services, Inc. | 0.16% | No change | 2,274 | $307K |
| Aveo Capital Partners, LLC | 0.03% | Add +9.3% | 2,321 | $307K |
| Weaver Consulting Group | 0.11% | Reduce -1.1% | 2,269 | $306K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | No change | 2,260 | $305K |
| Cassady Schiller Wealth Management, LLC | 0.14% | No change | 2,256 | $305K |
| Blue Barn Wealth, LLC | 0.17% | Add +0.0% | 2,245 | $303K |
| Money Concepts Capital Corp. | 0.03% | Reduce -0.7% | 2,244 | $303K |
| HHM Wealth Advisors, LLC | 0.05% | No change | 2,241 | $303K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -18.8% | 2,229 | $301K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 2,200 | $297K |
| Anchor Investment Management, LLC | 0.03% | Reduce -2.3% | 2,197 | $297K |
| Fifth Third Bancorp | 0.00% | Reduce -17.4% | 2,184 | $295K |
| Trexquant Investment LP | 0.01% | Add +3.0% | 2,183 | $295K |
| Chicago Partners Investment Group LLC | 0.01% | Add +8.0% | 2,287 | $294K |
| Rappaport Reiches Capital Management, LLC | 0.09% | New | 2,175 | $294K |
| Mission Wealth Management, LP | 0.01% | No change | 2,168 | $293K |
| JT Stratford LLC | 0.06% | Reduce -9.1% | 2,148 | $290K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.8% | 2,143 | $289K |
| Atlantic Edge Private Wealth Management, LLC | 0.10% | No change | 2,140 | $289K |
| TFB Advisors LLC | 0.10% | Add +4.8% | 2,265 | $288K |
| Arvest Trust Co. N A | 0.02% | No change | 2,124 | $287K |
| Center for Financial Planning, Inc. | 0.04% | No change | 2,100 | $284K |
| Bremer Bank National Association | 0.05% | No change | 2,088 | $282K |
| Garrison Asset Management, LLC | 0.15% | No change | 2,080 | $281K |
| First National Bank of Omaha | 0.02% | Reduce -14.9% | 2,000 | $281K |
| Peachtree Investment Partners, LLC | 0.11% | Reduce -19.5% | 2,062 | $278K |
| Panoramic Investment Advisors, LLC | 0.20% | Add +13.1% | 2,045 | $276K |
| GFS Advisors, LLC | 0.05% | Reduce -17.5% | 2,035 | $275K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 2,031 | $274K |
| Baldwin Investment Management, LLC | 0.04% | No change | 2,030 | $274K |
| Widmann Financial Services, Inc. | 0.23% | Add +1.3% | 2,026 | $274K |
| Axiom Advisory, LLC | 0.20% | Add +0.1% | 2,014 | $272K |
| Dover Advisors, LLC | 0.18% | No change | 2,000 | $270K |
| Waypoint Capital Advisors, LLC | 0.07% | No change | 2,000 | $270K |
| Cambridge Advisors Inc. | 0.06% | No change | 2,000 | $270K |
| Jag Capital Management, LLC | 0.04% | No change | 2,000 | $270K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,997 | $270K |
| Key Financial Inc | 0.07% | No change | 1,995 | $269K |
| FinTrust Capital Advisors, LLC | 0.05% | Reduce -6.7% | 1,990 | $269K |
| New Republic Capital, LLC | 0.17% | Add +1.1% | 1,988 | $269K |
| Revolve Wealth Partners, LLC | 0.05% | No change | 1,972 | $266K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -31.3% | 1,972 | $266K |
| Colonial Trust Co / SC | 0.05% | Reduce -1.7% | 1,966 | $266K |
| Pitcairn Co. | 0.02% | No change | 1,963 | $265K |
| Front Row Advisors LLC | 0.10% | No change | 1,955 | $264K |
| Peoples Bank | 0.15% | No change | 1,954 | $264K |
| Journey Strategic Wealth LLC | 0.01% | New | 1,935 | $261K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,924 | $260K |
| Clearstead Advisors, LLC | 0.01% | Add +134.5% | 1,932 | $260K |
| Lakeshore Financial Planning, Inc. | 0.13% | Reduce -0.1% | 1,911 | $258K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,910 | $258K |
| V2 Financial group LLC | 0.18% | New | 1,900 | $257K |
| Nilsine Partners, LLC | 0.03% | Add +2.8% | 1,895 | $256K |
| Novak & Powell Financial Services, Inc. | 0.19% | Add +7.6% | 1,894 | $256K |
| Stratos Investment Management, LLC | 0.02% | New | 1,890 | $255K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -5.2% | 1,890 | $255K |
| Founders Financial Alliance, LLC | 0.08% | Reduce -1.8% | 1,889 | $255K |
| Dagco, Inc. | 0.12% | New | 1,885 | $255K |
| Chemistry Wealth Management LLC | 0.07% | Reduce -4.3% | 1,884 | $254K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 1,882 | $254K |
| Resonant Capital Advisors, LLC | 0.02% | New | 1,878 | $254K |
| Oliver Lagore Vanvalin Investment Group | 0.08% | Reduce -8.9% | 1,874 | $253K |
| Semus Wealth Partners LLC | 0.21% | Add +8.9% | 1,866 | $252K |
| Planning Directions Inc. | 0.17% | New | 1,853 | $250K |
| Roble, Belko & Company, Inc | 0.04% | No change | 1,835 | $248K |
| Unionview, LLC | 0.20% | Reduce -22.2% | 1,824 | $246K |
| FWG Investments, LLC. | 0.27% | Reduce -10.4% | 1,814 | $245K |
| Stokes Family Office, LLC | 0.03% | No change | 1,805 | $244K |
| Campion Asset Management | 0.19% | No change | 1,800 | $243K |
| Transcendent Capital Group LLC | 0.14% | No change | 1,800 | $243K |
| Advisors Management Group Inc. | 0.06% | Reduce -18.6% | 1,792 | $242K |
| Central Valley Advisors, LLC | 0.12% | New | 1,786 | $241K |
| Herold Advisors, Inc. | 0.06% | Add +4.8% | 1,786 | $241K |
| Dodds Wealth, LLC | 0.10% | Reduce -7.5% | 1,769 | $239K |
| Vermillion & White Wealth Management Group, LLC | 0.19% | Add +81.8% | 1,769 | $239K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 1,760 | $238K |
| Bailard, Inc. | 0.01% | No change | 1,756 | $237K |
| Everhart Financial Group, Inc. | 0.07% | New | 1,736 | $234K |
| Human Investing LLC | 0.05% | No change | 1,732 | $234K |
| Mandatum Life Insurance Co Ltd | 0.08% | No change | 1,722 | $233K |
| First Financial Bankshares Inc | 0.01% | No change | 1,720 | $232K |
| Callan Capital, LLC | 0.02% | No change | 1,714 | $231K |
| Bray Capital Advisors | 0.06% | Reduce -3.4% | 1,707 | $231K |
| Gray Wealth Management Inc. | 0.10% | No change | 1,701 | $230K |
| Marco Investment Management LLC | 0.02% | No change | 1,700 | $230K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 1,700 | $230K |
| First Bancorp, Inc | 0.17% | Reduce -9.4% | 1,695 | $229K |
| Marino, Stram & Associates LLC | 0.05% | Reduce -4.2% | 1,694 | $229K |
| Baker Avenue Asset Management, LP | 0.01% | Add +2.2% | 1,679 | $227K |
| Firestone Capital Management | 0.06% | No change | 1,645 | $222K |
| 9258 Wealth Management, LLC | 0.03% | No change | 1,642 | $222K |
| NFSG Corp | 0.10% | Add +310.3% | 1,637 | $221K |
| QRG Capital Management, Inc. | 0.00% | New | 1,635 | $221K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -3.5% | 1,632 | $220K |
| MGB Wealth Management, LLC | 0.09% | No change | 1,628 | $220K |
| Powell Investment Advisors, LLC | 0.12% | Add +0.1% | 1,624 | $219K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -0.8% | 1,623 | $219K |
| Flower City Capital | 0.15% | New | 1,620 | $219K |
| Procyon Advisors, LLC | 0.02% | New | 1,617 | $218K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,612 | $218K |
| WMS Partners, LLC | 0.01% | Reduce -23.9% | 1,611 | $218K |
| Acorn Wealth Advisors, LLC | 0.11% | New | 1,608 | $217K |
| Resources Management Corp. /CT/ | 0.03% | No change | 1,603 | $217K |
| BIP Wealth, LLC | 0.02% | New | 1,600 | $216K |
| TCWP LLC | 0.57% | Reduce -11.9% | 1,592 | $215K |
| Resolute Wealth Strategies, LLC | 0.13% | New | 1,592 | $215K |
| Grey Ledge Advisors, LLC | 0.06% | New | 1,582 | $214K |
| Patten Group, Inc. | 0.05% | New | 1,564 | $211K |
| Smith, Moore & Co. | 0.02% | New | 1,555 | $210K |
| Banco Santander, S.A. | 0.00% | New | 1,548 | $209K |
| Deutsche Bank AG | 0.00% | No change | 1,548 | $209K |
| Rehmann Capital Advisory Group | 0.02% | New | 1,536 | $207K |
| Corrado Advisors, LLC | 0.14% | New | 1,532 | $207K |
| Steele Capital Management, Inc. | 0.01% | New | 1,526 | $206K |
| Western Financial Corp | 0.13% | Reduce -22.1% | 1,525 | $206K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,505 | $203K |
| Nottingham Advisors, Inc. | 0.02% | New | 1,500 | $203K |
| GM Advisory Group, LLC | 0.01% | New | 1,488 | $201K |
| ICA Group Wealth Management, LLC | 0.04% | Add +0.3% | 1,434 | $194K |
| Tucker Asset Management LLC | 0.04% | Add +2216.1% | 1,297 | $175K |
| CENTRAL TRUST Co | 0.00% | Reduce -28.3% | 1,275 | $172K |
| REAP Financial Group, LLC | 0.05% | Add +9.7% | 1,267 | $171K |
| LGT Financial Advisors LLC | 0.19% | Add +16.7% | 1,218 | $165K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 1,203 | $162K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -21.1% | 1,200 | $162K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 1,158 | $156K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +75.5% | 1,079 | $146K |
| Avior Wealth Management, LLC | 0.01% | Add +742.2% | 1,078 | $146K |
| Rothschild Investment LLC | 0.01% | Reduce -3.7% | 1,039 | $140K |
| Main Street Group, LTD | 0.07% | No change | 1,029 | $139K |
| Ransom Advisory, Ltd | 0.07% | — | 1,000 | $135K |
| Bessemer Group Inc. | 0.00% | No change | 1,001 | $135K |
| Founders Capital Management | 0.09% | No change | 949 | $128K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -47.1% | 965 | $127K |
| Caitlin John, LLC | 0.10% | No change | 942 | $127K |
| Optimum Investment Advisors | 0.06% | No change | 938 | $127K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 924 | $125K |
| Bokf, NA | 0.00% | Add +20.1% | 903 | $122K |
| Hanson & Doremus Investment Management | 0.02% | Reduce -2.1% | 896 | $121K |
| Signaturefd, LLC | 0.00% | Add +37.3% | 895 | $121K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -36.8% | 860 | $116K |
| Colonial Trust Advisors | 0.01% | No change | 846 | $114K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 844 | $114K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 800 | $108K |
| NBT Bank, N.A. | 0.01% | Reduce -43.0% | 797 | $108K |
| Carolinas Wealth Consulting LLC | 0.02% | New | 776 | $105K |
| Future Financial Wealth Managment LLC | 0.08% | New | 770 | $104K |
| Caldwell Trust Co | 0.01% | No change | 760 | $103K |
| Salem Investment Counselors Inc. | 0.00% | No change | 732 | $99K |
| Continuum Advisory, LLC | 0.01% | New | 707 | $94K |
| Tyler-Stone Wealth Management | 0.04% | Reduce -2.2% | 674 | $91K |
| MTM Investment Management, LLC | 0.03% | No change | 607 | $82K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Reduce -9.5% | 607 | $82K |
| Burkett Financial Services, LLC | 0.04% | Add +0.2% | 603 | $81K |
| Criterion Capital Advisors, LLC | 0.05% | Reduce -10.7% | 552 | $75K |
| First Personal Financial Services | 0.02% | No change | 542 | $73K |
| CKW Financial Group | 0.01% | No change | 540 | $73K |
| Family Asset Management, LLC | 0.04% | No change | 523 | $71K |
| LifeSteps Financial, Inc. | 0.05% | New | 520 | $70K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -60.9% | 512 | $69K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 484 | $65K |
| Gradient Investments LLC | 0.00% | Reduce -42.5% | 481 | $65K |
| Newton One Investments LLC | 0.03% | Add +0.2% | 477 | $64K |
| Creekmur Asset Management LLC | 0.02% | Reduce -17.9% | 459 | $62K |
| SYM FINANCIAL Corp | 0.01% | New | 452 | $61K |
| Balentine LLC | 0.00% | No change | 416 | $56K |
| GAMMA Investing LLC | 0.01% | No change | 414 | $56K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 412 | $56K |
| Adirondack Trust Co. | 0.02% | No change | 402 | $54K |
| West Paces Advisors Inc. | 0.01% | No change | 400 | $54K |
| First Manhattan Co. Llc. | 0.00% | No change | 400 | $54K |
| Centennial Bank | 0.03% | No change | 396 | $53K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 394 | $53K |
| Davis Capital Management | 0.05% | Reduce -5.1% | 388 | $53K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 386 | $52K |
| Provident Wealth Management, LLC | 0.02% | No change | 366 | $49K |
| Fernwood Investment Management, LLC | 0.01% | New | 360 | $49K |
| Tidemark, LLC | 0.03% | Reduce -15.8% | 340 | $46K |
| PSI Advisors, LLC | 0.02% | No change | 340 | $46K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 335 | $45K |
| SouthState Bank Corp | 0.00% | No change | 320 | $43K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -87.4% | 309 | $42K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 300 | $41K |
| Park Place Capital Corp | 0.01% | Reduce -39.0% | 291 | $39K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +164.5% | 283 | $38K |
| Pacifica Partners Inc. | 0.02% | No change | 280 | $38K |
| Element Wealth, LLC | 0.02% | Add +90.5% | 280 | $38K |
| GoalVest Advisory LLC | 0.01% | No change | 270 | $36K |
| VitalStone Financial, LLC | 0.03% | New | 264 | $36K |
| Heritage Wealth Advisors | 0.00% | Reduce -30.1% | 265 | $36K |
| Wagner Wealth Management, LLC | 0.01% | No change | 260 | $35K |
| Richardson Capital Management LLC | 0.02% | No change | 218 | $29K |
| Clear Point Advisors Inc. | 0.02% | No change | 209 | $28K |
| TrinityBridge Ltd | 0.00% | No change | 175 | $24K |
| Larson Financial Group LLC | 0.00% | No change | 168 | $23K |
| Tsfg, LLC | 0.01% | No change | 160 | $22K |
| Independence Bank of Kentucky | 0.01% | No change | 160 | $22K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 160 | $22K |
| North Star Investment Management Corp. | 0.00% | New | 160 | $22K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | Add +0.7% | 156 | $21K |
| JDM Financial Group LLC | 0.01% | No change | 151 | $20K |
| City Holding Co. | 0.00% | No change | 150 | $20K |
| Highline Wealth Partners LLC | 0.01% | No change | 130 | $18K |
| Halpern Financial, Inc. | 0.00% | No change | 120 | $16K |
| EPG Wealth Management LLC | 0.00% | No change | 119 | $16K |
| Anfield Capital Management, LLC | 0.01% | New | 111 | $15K |
| Joseph Group Capital Management | 0.01% | No change | 106 | $14K |
| Lindbrook Capital, LLC | 0.00% | No change | 100 | $14K |
| Armor Investment Advisors, LLC | 0.01% | New | 92 | $12K |
| American National Bank & Trust | 0.00% | No change | 92 | $12K |
| Fortitude Family Office, LLC | 0.01% | Reduce -53.4% | 88 | $12K |
| Retirement Group, LLC | 0.00% | No change | 84 | $11K |
| Investors Research Corp | 0.00% | No change | 82 | $11K |
| Castleview Partners, LLC | 0.01% | New | 74 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 71 | $10K |
| Slocum, Gordon & Co LLP | 0.01% | No change | 68 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 62 | $8K |
| Arax Advisory Partners | 0.00% | New | 61 | $8K |
| ESL Trust Services, LLC | 0.00% | New | 60 | $8K |
| POM Investment Strategies, LLC | 0.01% | New | 57 | $8K |
| Janiczek Wealth Management, LLC | 0.00% | New | 50 | $7K |
| Archer Investment Corp | 0.00% | Add +15.0% | 46 | $6K |
| Evergreen Private Wealth LLC | 0.00% | Add +21.6% | 45 | $6K |
| Hollencrest Capital Management | 0.00% | No change | 45 | $6K |
| Dunhill Financial, LLC | 0.00% | No change | 41 | $6K |
| Central Bank & Trust Co. | 0.00% | Reduce -18.8% | 39 | $5K |
| Progressive Investment Management Corp | 0.00% | New | 38 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 37 | $5K |
| Albion Financial Group | 0.00% | No change | 36 | $5K |
| Thompson Investment Management, Inc. | 0.00% | New | 33 | $4K |
| Woodmont Investment Counsel LLC | 0.00% | New | 23 | $3K |
| Johnson Financial Group, Inc. | 0.00% | New | 21 | $3K |
| NewSquare Capital LLC | 0.00% | New | 19 | $3K |
| Clean Yield Group | 0.00% | New | 17 | $2K |
| Crewe Advisors LLC | 0.00% | New | 16 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 15 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 16 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 13 | $2K |
| First Pacific Financial | 0.00% | Reduce -64.7% | 12 | $2K |
| Phillips Financial Management, LLC | 0.00% | Reduce -66.7% | 11 | $1K |
| AllSquare Wealth Management LLC | 0.00% | No change | 10 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 9 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -73.3% | 8 | $1K |
| Arcadia Investment Management Corp. | 0.00% | Add +60.0% | 8 | $1K |
| Oakworth Capital, Inc. | 0.00% | No change | 7 | $945 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $541 |
| Glassman Wealth Services | 0.00% | No change | 3 | $405 |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.