iShares Ustechnology ETFIYWETF
13F holders, Q2 2024 (June 30)1,032holders +61
103new positions
45sold out
4famous investors
$149.59avg. 13F price*
At the end of Q2 2024, 1,032 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 61 from Q1 2024. 103 opened new positions and 45 sold out. The largest holders were Envestnet Asset Management Inc. ($1.8B), Morgan Stanley ($873.7M) and PGIM Custom Harvest LLC ($692.8M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Ustechnology ETF
- CUSIP
- 464287721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $76.1M |
| Exits | 45 | $55.3M |
All 13F filers, Q1 2024 → Q2 2024: 6,379,903 shares bought and 2,813,096 shares sold, net +3,566,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,032 holders
| Envestnet Asset Management Inc. | 0.62% | Add +3.3% | 11,813,520 | $1.8B |
| Morgan Stanley | 0.07% | Reduce -0.1% | 5,805,120 | $873.7M |
| PGIM Custom Harvest LLC | 15.47% | Add +5.9% | 4,603,468 | $692.8M |
| Bank of America Corp. | 0.06% | Add +1.4% | 4,389,825 | $660.7M |
| LPL Financial LLC | 0.30% | Add +5.2% | 4,016,825 | $604.5M |
| JPMorgan Chase & Co. | 0.04% | Add +6.1% | 3,311,796 | $498.4M |
| UBS Group AG | 0.10% | Add +0.7% | 2,115,193 | $318.3M |
| BlackRock Inc. | 0.01% | Reduce -6.4% | 1,939,605 | $291.9M |
| Envestnet Portfolio Solutions, Inc. | 0.73% | Add +2.2% | 1,390,175 | $209.2M |
| Wells Fargo & Company | 0.05% | Reduce -7.6% | 1,242,498 | $187.0M |
| Ameriprise Financial Inc. | 0.05% | Add +0.6% | 1,210,887 | $183.0M |
| Cwm, LLC | 0.80% | Reduce -3.5% | 1,132,408 | $170.4M |
| Royal Bank of Canada | 0.04% | Add +7.2% | 1,087,539 | $163.7M |
| Park Avenue Securities LLC | 1.96% | Add +1.3% | 1,068,282 | $160.8M |
| Parker Investment Management, LLC | 25.57% | Add +44.6% | 1,067,765 | $160.7M |
| 1832 Asset Management L.P. | 0.28% | Add +173.9% | 1,022,598 | $153.9M |
| Raymond James Financial Services Advisors, Inc. | 0.20% | Add +8.2% | 954,317 | $143.6M |
| Commonwealth Equity Services, LLC | 0.22% | Add +3.3% | 916,315 | $137.9M |
| MML Investors Services, LLC | 0.53% | Reduce -3.8% | 873,978 | $131.5M |
| Cetera Investment Advisers | 0.26% | Add +0.9% | 750,041 | $112.9M |
| RiverFront Investment Group, LLC | 2.91% | Add +7.4% | 725,878 | $109.2M |
| OneDigital Investment Advisors LLC | 1.32% | Add +40.3% | 699,603 | $105.3M |
| Janney Montgomery Scott LLC | 0.31% | Reduce -0.2% | 680,972 | $102.5M |
| Dynasty Wealth Management, LLC | 2.84% | Reduce -27.4% | 641,030 | $96.5M |
| Raymond James & Associates | 0.06% | Add +12.3% | 621,436 | $93.5M |
| HSBC Holdings PLC | 0.06% | Add +1170.2% | 572,587 | $86.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +59.5% | 563,886 | $84.9M |
| Stifel Financial Corp. | 0.08% | Add +12.2% | 474,823 | $71.5M |
| NewEdge Advisors, LLC | 0.46% | Add +22.4% | 419,852 | $63.2M |
| Osaic Holdings, Inc. | 0.15% | Reduce -11.5% | 419,183 | $63.1M |
| United Capital Financial Advisors, LLC | 0.53% | Reduce -3.9% | 411,848 | $62.0M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.4% | 407,188 | $61.3M |
| Two Sigma Investments, LP | 0.14% | Add +47.6% | 380,500 | $57.3M |
| Captrust Financial Advisors | 0.18% | Reduce -5.3% | 379,924 | $57.2M |
| Portfolio Strategies, Inc. | 7.49% | Add +34.6% | 364,979 | $54.9M |
| Bank of New York Mellon Corp | 0.01% | Add +6.9% | 358,761 | $54.0M |
| Avantax Advisory Services, Inc. | 0.37% | Add +1.9% | 349,195 | $52.6M |
| Quotient Wealth Partners, LLC | 1.83% | Reduce -5.9% | 347,203 | $52.3M |
| Sanctuary Advisors, LLC | 0.36% | — | 381,462 | $50.0M |
| CW Advisors, LLC | 0.79% | Reduce -1.7% | 330,709 | $49.8M |
| Kestra Advisory Services, LLC | 0.26% | Add +8.8% | 324,339 | $46.4M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Reduce -3.5% | 304,086 | $45.8M |
| JB Capital LLC | 2.80% | Reduce -0.6% | 297,034 | $44.7M |
| Prudential Financial Inc. | 0.07% | Add +2.9% | 294,374 | $44.3M |
| Two Sigma Advisers, LP | 0.09% | Add +62.7% | 258,900 | $39.0M |
| J.W. Cole Advisors, Inc. | 1.76% | Add +71.7% | 248,882 | $37.5M |
| Thrivent Financial for Lutherans | 0.07% | Add +9.2% | 232,431 | $35.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -4.7% | 232,383 | $35.0M |
| Foundations Investment Advisors, LLC | 0.80% | Add +3.8% | 218,612 | $32.9M |
| Howard Capital Management Group, LLC | 2.29% | Add +1.1% | 206,608 | $31.1M |
| Apexium Financial, LP | 2.17% | Add +1.5% | 201,993 | $30.4M |
| First Merchants Corp. | 1.22% | Reduce -4.4% | 201,514 | $30.3M |
| AE Wealth Management LLC | 0.28% | Add +38.7% | 189,077 | $28.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +14.4% | 186,322 | $28.0M |
| BNP Paribas Financial Markets | 0.03% | Add +2390.1% | 184,789 | $27.8M |
| Integrated Wealth Concepts LLC | 0.38% | Add +2.7% | 184,010 | $27.7M |
| Mariner, LLC | 0.05% | Add +4.9% | 181,907 | $27.4M |
| Advisory Services Network, LLC | 0.56% | Add +5.5% | 180,943 | $27.2M |
| Commerce Bank | 0.18% | Reduce -0.4% | 180,021 | $27.1M |
| Private Advisor Group, LLC | 0.18% | Reduce -3.0% | 175,198 | $26.4M |
| Stratos Wealth Partners, LTD. | 0.42% | Add +1.9% | 173,410 | $26.1M |
| Atria Wealth Solutions, Inc. | 0.27% | Add +1.2% | 163,384 | $24.6M |
| Truist Financial Corp. | 0.04% | Add +4.3% | 159,797 | $24.0M |
| SPC Financial, Inc. | 2.05% | Reduce -0.3% | 147,247 | $22.2M |
| Advocacy Wealth Management, LLC | 1.76% | Add +0.3% | 141,370 | $21.3M |
| Atria Investments, Inc | 0.27% | Add +0.8% | 139,290 | $21.0M |
| Austin Private Wealth, LLC | 2.16% | Add +10.0% | 133,580 | $20.1M |
| Perigon Wealth Management, LLC | 0.57% | Add +3.7% | 131,613 | $19.8M |
| US Bancorp \de | 0.03% | Reduce -2.4% | 128,814 | $19.4M |
| Alera Investment Advisors, LLC | 2.31% | New | 127,470 | $19.2M |
| MA Private Wealth | 3.68% | Reduce -1.0% | 123,663 | $18.6M |
| Capital Investment Advisors, LLC | 0.41% | Reduce -0.8% | 121,401 | $18.3M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -9.4% | 120,668 | $18.2M |
| Prospera Financial Services Inc | 0.50% | Add +1.9% | 118,467 | $17.8M |
| Stillwater Capital Advisors, LLC | 2.47% | Reduce -1.5% | 117,738 | $17.7M |
| Creative Planning | 0.02% | Add +0.7% | 116,882 | $17.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.8% | 116,662 | $17.6M |
| Axiom Advisory, LLC | 0.19% | Add +6202.0% | 126,922 | $17.5M |
| Commonwealth Financial Services, LLC | 3.56% | Add +23.4% | 110,435 | $17.3M |
| Tritonpoint Wealth, LLC | 1.64% | Reduce -2.0% | 113,031 | $17.0M |
| Schroder Investment Management Group | 0.02% | Add +28.4% | 109,771 | $16.5M |
| CFS Investment Advisory Services, LLC | 1.30% | New | 106,813 | $16.1M |
| First Citizens Financial Corp | 9.51% | Add +0.8% | 106,810 | $16.1M |
| Bank of Montreal | 0.00% | Reduce -10.5% | 104,589 | $15.9M |
| Mendel Capital Management LLC | 10.15% | Reduce -3.0% | 104,319 | $15.7M |
| AdvisorNet Financial, Inc | 1.42% | Add +17.1% | 103,582 | $15.6M |
| Icon Wealth Advisors, LLC | 1.38% | Reduce -5.0% | 106,318 | $15.6M |
| First Horizon Advisors, Inc. | 0.46% | Add +2.7% | 99,619 | $15.0M |
| Farther Finance Advisors, LLC | 0.71% | Add +28.5% | 96,701 | $14.7M |
| Partners Capital Investment Group, LLP | 0.24% | Add +8.1% | 95,969 | $14.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.55% | Add +15.5% | 93,299 | $14.0M |
| CreativeOne Wealth, LLC | 0.70% | Reduce -32.2% | 92,251 | $13.9M |
| Horst & Graben Wealth Management LLC | 2.65% | Reduce -2.1% | 92,232 | $13.9M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -1.9% | 85,388 | $13.4M |
| Invst, LLC | 1.47% | Add +16.2% | 87,634 | $13.3M |
| SteelPeak Wealth, LLC | 0.62% | Add +4.7% | 86,776 | $13.1M |
| Brookstone Capital Management | 0.21% | Add +12.3% | 85,887 | $12.9M |
| IHT Wealth Management, LLC | 0.47% | Add +185.9% | 84,558 | $12.7M |
| Rollins Financial Advisors, LLC | 2.16% | Reduce -1.2% | 83,741 | $12.6M |
| Townsquare Capital LLC | 0.17% | Add +6.6% | 81,415 | $12.3M |
| Merit Financial Group, LLC | 0.27% | Add +3.3% | 80,992 | $12.2M |
| One Wealth Advisors, LLC | 2.60% | Add +2.0% | 87,471 | $12.1M |
| Security Financial Services, INC. | 2.60% | Add +0.5% | 79,519 | $12.0M |
| Compound Planning, Inc. | 0.88% | Add +40.0% | 78,814 | $11.9M |
| Strategic Blueprint, LLC | 0.80% | Add +2.9% | 78,101 | $11.8M |
| Corient Private Wealth LP | 0.02% | Add +5.0% | 77,799 | $11.7M |
| Stone House Investment Management, LLC | 3.03% | Add +5.2% | 77,576 | $11.7M |
| Gries Financial LLC | 2.39% | Reduce -5.5% | 77,042 | $11.6M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -0.6% | 76,883 | $11.6M |
| National Bank of Canada | 0.02% | Reduce -3.0% | 75,642 | $11.5M |
| High Falls Advisors, Inc | 2.78% | Reduce -1.6% | 76,088 | $11.5M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +15.0% | 75,318 | $11.3M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +15.0% | 75,318 | $11.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -10.7% | 74,923 | $11.3M |
| HC Advisors, LLC | 10.40% | Reduce -1.9% | 74,901 | $11.3M |
| Buttonwood Financial Group, LLC | 6.42% | Reduce -1.7% | 73,981 | $11.2M |
| Ciovacco Capital Management LLC | 7.24% | Add +5.3% | 74,673 | $11.2M |
| Stonebridge Financial Planning Group, LLC | 5.63% | Reduce -2.0% | 74,387 | $11.2M |
| Pettinga Financial Advisors LLC | 2.76% | Add +2.4% | 73,165 | $11.0M |
| Cary Street Partners Investment Advisory LLC | 0.44% | Reduce -1.8% | 72,950 | $11.0M |
| Simplicity Wealth,LLC | 0.24% | Reduce -13.7% | 71,922 | $10.8M |
| Sandy Spring Bank | 0.48% | Reduce -2.0% | 71,911 | $10.8M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Add +12.3% | 70,890 | $10.7M |
| Moloney Securities Asset Management, LLC | 1.55% | Add +56.2% | 70,658 | $10.6M |
| West Wealth Group, LLC | 3.71% | Add +2.5% | 69,740 | $10.5M |
| Perennial Investment Advisors, LLC | 1.50% | Add +8.4% | 69,539 | $10.5M |
| Sharkey, Howes & Javer | 1.67% | Add +2.5% | 68,547 | $10.3M |
| Keebeck Wealth Management | 1.46% | Add +2.3% | 66,047 | $9.9M |
| Equitable Holdings, Inc. | 0.10% | Add +281.2% | 65,954 | $9.9M |
| Tidal Investments LLC | 0.14% | Reduce -53.0% | 65,906 | $9.9M |
| Mechanics Bank Trust Department | 1.38% | Reduce -10.9% | 63,926 | $9.6M |
| Signature Wealth Management Partners, LLC | 7.25% | Reduce -1.6% | 63,402 | $9.5M |
| Blue Trust, Inc. | 0.13% | Add +0.2% | 70,409 | $9.5M |
| Pinkerton Wealth, LLC | 1.40% | Add +22.0% | 60,303 | $9.1M |
| Comerica Bank | 0.04% | Reduce -15.8% | 59,936 | $9.0M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +0.5% | 59,654 | $9.0M |
| Focus Financial Network, Inc. | 0.38% | Add +0.9% | 58,491 | $8.8M |
| Spire Wealth Management | 0.31% | Reduce -31.3% | 58,412 | $8.8M |
| Signify Wealth | 12.56% | Add +19.7% | 57,977 | $8.7M |
| Lowe Brockenbrough & Co. Inc. | 0.58% | No change | 57,600 | $8.7M |
| Modern Wealth Management, LLC | 0.64% | Add +2053.9% | 57,423 | $8.6M |
| Kickstand Ventures, Llc. | 2.36% | Add +3.5% | 57,370 | $8.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.14% | Add +0.2% | 57,274 | $8.6M |
| Lido Advisors, LLC | 0.07% | Reduce -2.1% | 56,621 | $8.5M |
| FMR LLC | 0.00% | Add +17.8% | 56,423 | $8.5M |
| Wealth Alliance, LLC | 1.09% | Add +1.4% | 55,975 | $8.4M |
| Bleakley Financial Group, LLC | 0.24% | Reduce -20.4% | 54,465 | $8.2M |
| Norden Group LLC | 1.66% | Add +14.0% | 54,427 | $8.2M |
| Cypress Wealth Services, LLC | 1.81% | Add +3.0% | 54,068 | $8.1M |
| Kelly Financial Services LLC | 2.88% | Add +1.0% | 53,490 | $8.1M |
| Keystone Financial Services | 3.33% | Add +2.1% | 53,471 | $8.0M |
| Patton Albertson Miller Group, LLC | 1.14% | Add +30.7% | 53,121 | $8.0M |
| Cadent Capital Advisors, LLC | 3.23% | Add +2.7% | 52,777 | $7.9M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.7% | 52,541 | $7.9M |
| FIL Ltd | 0.01% | Reduce -94.6% | 52,252 | $7.9M |
| Physician Wealth Advisors, Inc. | 1.44% | Add +1.2% | 49,984 | $7.8M |
| Financial Life Advisors | 3.10% | Add +3.4% | 50,758 | $7.6M |
| Spectrum Wealth Counsel, LLC | 0.97% | Reduce -10.9% | 50,725 | $7.6M |
| Perkins Coie Trust Co | 1.77% | Add +7.8% | 50,565 | $7.6M |
| WCG Wealth Advisors LLC | 0.56% | Add +3.0% | 50,545 | $7.6M |
| Canada Pension Plan Investment Board | 0.01% | No change | 50,000 | $7.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -8.0% | 49,287 | $7.4M |
| Snowden Capital Advisors LLC | 0.22% | Add +12.3% | 49,151 | $7.4M |
| ONE Advisory Partners, LLC | 3.40% | Reduce -0.7% | 49,017 | $7.4M |
| Liberty Wealth Management LLC | 1.35% | Add +420.4% | 306,641 | $7.4M |
| MMBG Investment Advisors Co. | 0.79% | Reduce -17.9% | 48,883 | $7.4M |
| Prostatis Group LLC | 2.57% | Add +1.1% | 48,624 | $7.3M |
| Summit X, LLC | 1.64% | Add +4.2% | 48,317 | $7.3M |
| J.Safra Asset Management Corp | 0.73% | No change | 47,904 | $7.2M |
| Berkeley Capital Partners, LLC | 2.12% | Reduce -4.1% | 46,740 | $7.0M |
| TSA Wealth Managment LLC | 2.99% | Reduce -2.4% | 46,659 | $7.0M |
| Crown Wealth Group, LLC | 3.45% | Reduce -5.6% | 45,944 | $6.9M |
| EverSource Wealth Advisors, LLC | 0.46% | Add +12.1% | 47,194 | $6.9M |
| Apollon Wealth Management, LLC | 0.21% | Add +6.2% | 45,617 | $6.9M |
| Northern Trust Corp. | 0.00% | Add +21.6% | 45,520 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -0.7% | 45,162 | $6.8M |
| TNF LLC | 2.48% | Add +1.1% | 46,728 | $6.7M |
| Scotia Capital Inc. | 0.04% | Add +0.5% | 44,493 | $6.7M |
| Cottonwood Capital Advisors, LLC | 5.23% | Add +0.3% | 42,738 | $6.7M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -3.3% | 43,783 | $6.6M |
| Ascent Group, LLC | 0.53% | Add +22.7% | 43,612 | $6.6M |
| Essex LLC | 1.46% | Add +0.1% | 43,310 | $6.5M |
| Fifth Third Securities, Inc. | 0.60% | Add +0.9% | 43,229 | $6.5M |
| Richard P Slaughter Associates Inc | 1.53% | Add +6.9% | 43,017 | $6.5M |
| Pittenger & Anderson Inc. | 0.27% | No change | 43,015 | $6.5M |
| Concourse Financial Group Securities, Inc. | 0.40% | Reduce -2.9% | 42,285 | $6.4M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -3.5% | 42,089 | $6.3M |
| Simmons Bank | 0.47% | Reduce -0.1% | 41,682 | $6.3M |
| Jones Financial Companies LLLP | 0.01% | Add +324.5% | 41,190 | $6.2M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -5.3% | 41,167 | $6.2M |
| Principal Securities, Inc. | 0.17% | Add +17.4% | 41,105 | $6.2M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Add +4.0% | 40,690 | $6.1M |
| Creative Financial Designs Inc. | 0.55% | Reduce -2.9% | 40,677 | $6.1M |
| Cary Street Partners Asset Management LLC | 0.87% | Add +2.3% | 39,498 | $5.9M |
| Ssi Investment Management LLC | 2.35% | Reduce -1.8% | 39,420 | $5.9M |
| Independent Financial Group, LLC | 0.24% | Add +2.6% | 39,028 | $5.9M |
| PAX Financial Group, LLC | 1.14% | Add +3.5% | 38,805 | $5.8M |
| Legacy Financial Group LLC | 1.14% | Add +0.4% | 38,368 | $5.8M |
| M&T Bank Corp | 0.02% | Reduce -0.1% | 37,490 | $5.6M |
| Mutual Advisors, LLC | 0.17% | Add +2.5% | 39,051 | $5.6M |
| First Heartland Consultants, Inc. | 0.56% | Add +10.9% | 37,090 | $5.6M |
| Empirical Asset Management, LLC | 2.10% | Add +11.9% | 37,079 | $5.6M |
| Certuity, LLC | 0.44% | Add +0.0% | 36,994 | $5.6M |
| Cahill Financial Advisors Inc. | 0.76% | Add +44.7% | 36,724 | $5.5M |
| Sigma Planning Corp | 0.17% | Reduce -1.5% | 36,399 | $5.5M |
| AdvisorShares Investments LLC | 0.95% | Reduce -0.9% | 35,767 | $5.4M |
| WealthBridge Capital Management, LLC | 1.80% | Reduce -0.6% | 36,063 | $5.4M |
| Beacon Financial Group | 0.62% | Add +30.4% | 35,898 | $5.4M |
| KWB Wealth | 0.74% | Reduce -1.4% | 39,771 | $5.4M |
| Concentric Wealth Management, LLC | 1.39% | Reduce -0.1% | 35,522 | $5.3M |
| Clear Creek Financial Management, LLC | 0.65% | Add +8.1% | 35,514 | $5.3M |
| Apeiron RIA LLC | 1.62% | Add +4.4% | 35,227 | $5.3M |
| Regal Investment Advisors LLC | 0.35% | Add +5.7% | 35,180 | $5.3M |
| TRUE Private Wealth Advisors | 0.60% | Reduce -5.9% | 35,041 | $5.3M |
| Maia Wealth LLC | 1.57% | — | 33,391 | $5.2M |
| Amundi | 0.00% | Reduce -5.2% | 33,597 | $5.2M |
| Centaurus Financial, Inc. | 0.34% | Add +150.8% | 33,929 | $5.1M |
| Pettyjohn, Wood & White, Inc. | 0.98% | Add +0.2% | 33,682 | $5.1M |
| RPS Advisory Solutions LLC | 4.66% | — | 33,544 | $5.0M |
| Carnegie Investment Counsel | 0.16% | Reduce -1.6% | 33,511 | $5.0M |
| Staley Capital Advisers Inc. | 0.23% | No change | 33,100 | $5.0M |
| RFG Advisory, LLC | 0.16% | Reduce -12.4% | 32,306 | $4.9M |
| Waverly Advisors, LLC | 0.10% | Add +1040.6% | 32,244 | $4.9M |
| Sharp Wealth Advisory, LLC | 4.14% | Add +4.6% | 32,041 | $4.8M |
| Three Seasons Wealth, LLC | 2.65% | Reduce -2.1% | 31,896 | $4.8M |
| Choreo, LLC | 0.08% | Add +4.8% | 31,501 | $4.8M |
| Graypoint LLC | 0.33% | Reduce -0.8% | 31,747 | $4.8M |
| Trek Financial, LLC | 0.38% | Reduce -4.3% | 31,723 | $4.8M |
| IFG Advisory, LLC | 0.31% | Add +2.9% | 31,694 | $4.8M |
| Rothschild Wealth LLC | 1.54% | Reduce -3.0% | 31,523 | $4.7M |
| Founders Financial Securities LLC | 0.44% | Add +3.1% | 30,985 | $4.7M |
| One Capital Management, LLC | 0.16% | Add +1.2% | 30,775 | $4.6M |
| Ewa, LLC | 1.92% | Reduce -4.0% | 30,719 | $4.6M |
| Koshinski Asset Management, Inc. | 0.43% | Add +92.8% | 29,545 | $4.6M |
| WealthShield Partners, LLC | 0.70% | Add +1.1% | 30,697 | $4.6M |
| Madrona Financial Services, LLC | 1.41% | Add +19.0% | 30,493 | $4.6M |
| Forthright Family Wealth Advisory LLC | 2.95% | Add +0.4% | 30,392 | $4.6M |
| Avid Wealth Partners LLC | 3.55% | Add +10.7% | 30,361 | $4.6M |
| Cardinal Strategic Wealth Guidance | 1.64% | Reduce -3.6% | 30,234 | $4.6M |
| Ameritas Advisory Services, LLC | 0.17% | Add +3.1% | 29,962 | $4.5M |
| Central Pacific Bank - Trust Division | 0.55% | Add +35.1% | 29,015 | $4.4M |
| Swmg, LLC | 1.93% | Reduce -0.8% | 28,833 | $4.3M |
| Forte Asset Management LLC | 2.54% | Reduce -4.0% | 28,651 | $4.3M |
| Bay Harbor Wealth Management, LLC | 1.48% | Add +1.8% | 28,170 | $4.2M |
| Avidian Wealth Enterprises, LLC | 0.20% | Add +45.5% | 28,099 | $4.2M |
| Maxwell Wealth Strategies Inc. | 2.07% | Reduce -0.1% | 28,084 | $4.2M |
| Montecito Bank & Trust | 0.86% | Reduce -5.1% | 28,035 | $4.2M |
| Jaffetilchin Investment Partners, LLC | 0.36% | Reduce -0.1% | 27,962 | $4.2M |
| Rathbones Group PLC | 0.02% | Add +10.9% | 27,575 | $4.2M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | Reduce -1.1% | 27,565 | $4.1M |
| Country Club Bank | 0.29% | No change | 27,407 | $4.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.26% | Add +58.5% | 27,299 | $4.1M |
| Citigroup Inc. | 0.00% | Add +29.6% | 26,943 | $4.1M |
| Parallel Advisors, LLC | 0.10% | No change | 26,701 | $4.0M |
| Financial Management Professionals, Inc. | 0.55% | Reduce -1.0% | 26,693 | $4.0M |
| WBH Advisory Inc. | 0.40% | Reduce -3.0% | 26,142 | $3.9M |
| Ashton Thomas Securities, LLC | 0.94% | — | 24,912 | $3.9M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -6.4% | 25,758 | $3.9M |
| Assetmark, Inc. | 0.01% | Add +49.2% | 25,554 | $3.8M |
| Sunbelt Securities, Inc. | 0.39% | Add +5.5% | 25,523 | $3.8M |
| Stephens Inc. | 0.06% | Add +0.5% | 25,458 | $3.8M |
| Jackson Wealth Management, LLC | 0.81% | Reduce -41.6% | 25,066 | $3.8M |
| Gilliland Jeter Wealth Management LLC | 1.26% | Add +0.2% | 24,954 | $3.8M |
| Harbour Investments, Inc. | 0.13% | Add +4.4% | 24,901 | $3.7M |
| My Legacy Advisors, LLC | 1.20% | Add +7.7% | 24,881 | $3.7M |
| Cobblestone Asset Management LLC | 2.42% | Reduce -9.9% | 24,789 | $3.7M |
| Cibc World Market Inc. | 0.01% | Reduce -4.5% | 24,719 | $3.7M |
| Mayflower Financial Advisors, LLC | 0.61% | Add +4.7% | 24,653 | $3.7M |
| Secure Asset Management, LLC | 0.70% | Add +333.4% | 24,471 | $3.7M |
| Weinberger Asset Management, Inc | 1.73% | Add +0.1% | 24,339 | $3.7M |
| D.A. Davidson & Co. | 0.03% | Add +68.0% | 24,290 | $3.7M |
| Householder Group Estate & Retirement Specialist, LLC | 1.01% | Reduce -20.3% | 24,019 | $3.6M |
| KKM Financial LLC | 1.71% | Add +3.1% | 24,109 | $3.6M |
| DT Investment Partners, LLC | 0.32% | No change | 23,880 | $3.6M |
| &partners | 0.16% | Add +173.3% | 23,674 | $3.6M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -3.5% | 23,515 | $3.5M |
| One Wealth Management Investment & Advisory Services, LLC | 1.41% | Reduce -4.4% | 23,465 | $3.5M |
| Cerity Partners LLC | 0.01% | Add +9.6% | 23,380 | $3.5M |
| Tradition Wealth Management, LLC | 0.34% | Add +25.9% | 23,313 | $3.5M |
| Blair William & Co. | 0.01% | Add +2.1% | 22,950 | $3.5M |
| Beacon Bridge Wealth Partners, LLC | 1.57% | Add +17.9% | 22,685 | $3.4M |
| SigFig Wealth Management, LLC | 0.13% | Reduce -1.4% | 22,662 | $3.4M |
| Laidlaw Wealth Management LLC | 1.87% | Reduce -2.2% | 22,637 | $3.4M |
| ShoreHaven Wealth Partners, LLC | 1.77% | Reduce -2.4% | 22,329 | $3.4M |
| Connecticut Wealth Management, LLC | 0.17% | No change | 22,128 | $3.3M |
| Mgo One Seven LLC | 0.16% | Add +1.5% | 21,956 | $3.3M |
| Acropolis Investment Management, LLC | 0.20% | Reduce -2.9% | 21,567 | $3.2M |
| Financial Counselors Inc. | 0.05% | Reduce -1.3% | 21,560 | $3.2M |
| Counterweight Ventures, LLC | 2.43% | Add +5.2% | 21,427 | $3.2M |
| Keybank National Association | 0.01% | Add +9.0% | 21,417 | $3.2M |
| Sowell Financial Services LLC | 0.15% | Reduce -27.4% | 21,035 | $3.2M |
| Focus Partners Wealth | 0.01% | Add +231.3% | 20,552 | $3.2M |
| Northeast Financial Consultants Inc | 0.14% | No change | 20,755 | $3.1M |
| Csenge Advisory Group | 0.18% | Reduce -26.7% | 20,730 | $3.1M |
| True Vision MN LLC | 2.02% | Reduce -2.6% | 20,693 | $3.1M |
| Ieq Capital, LLC | 0.04% | No change | 20,678 | $3.1M |
| Balboa Wealth Partners | 0.82% | Add +6.0% | 20,636 | $3.1M |
| Ancora Advisors LLC | 0.08% | Add +52.5% | 20,290 | $3.1M |
| Clifford Swan Investment Counsel LLC | 0.11% | No change | 20,000 | $3.0M |
| MAI Capital Management | 0.03% | Add +1.4% | 19,952 | $3.0M |
| Morningstar Investment Services LLC | 0.03% | Add +42.4% | 19,592 | $3.0M |
| Elevation Point Wealth Partners, LLC | 0.23% | Reduce -9.4% | 19,612 | $3.0M |
| Condor Capital Management | 0.28% | Add +1.5% | 19,591 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.15% | Add +4.0% | 19,483 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Add +1.1% | 19,458 | $2.9M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Reduce -14.7% | 19,438 | $2.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +1175.0% | 19,189 | $2.9M |
| Gen-Wealth Partners Inc | 1.39% | Reduce -1.3% | 19,172 | $2.9M |
| Financial Freedom, LLC | 1.63% | Add +643.8% | 19,092 | $2.9M |
| Shared Vision Wealth Group LLC | 1.65% | Add +0.3% | 18,839 | $2.8M |
| Spectrum Planning & Advisory Services Inc. | 2.72% | — | 18,666 | $2.8M |
| Pinnacle Associates Ltd. | 0.04% | Add +0.2% | 18,648 | $2.8M |
| Laurel Wealth Advisors LLC | 0.49% | Add +3.2% | 18,592 | $2.8M |
| Seaview Investment Managers LLC | 0.84% | Reduce -37.0% | 18,538 | $2.8M |
| First Hawaiian Bank | 0.09% | Reduce -2.3% | 18,424 | $2.8M |
| Haverford Trust Co | 0.03% | Reduce -0.9% | 18,392 | $2.8M |
| Eq LLC | 1.65% | Add +7.4% | 18,325 | $2.8M |
| Parsons Capital Management Inc. | 0.19% | No change | 18,277 | $2.8M |
| Private Trust Co. NA | 0.29% | Add +2.4% | 18,148 | $2.7M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -10.6% | 18,002 | $2.7M |
| Diversify Advisory Services, LLC | 0.15% | Add +12.7% | 17,196 | $2.7M |
| Matthew Goff Investment Advisor, LLC | 0.55% | Reduce -2.2% | 17,885 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +5.1% | 17,804 | $2.7M |
| First United Bank & Trust | 0.99% | Reduce -1.0% | 17,765 | $2.7M |
| IFP Advisors, Inc | 0.11% | Reduce -2.5% | 17,665 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +6.6% | 17,449 | $2.6M |
| Firethorn Wealth Partners, LLC | 1.46% | Add +0.1% | 17,142 | $2.6M |
| Raymond James Trust N.A. | 0.06% | Add +1.6% | 17,071 | $2.6M |
| Capital Advisory Group Advisory Services, LLC | 1.09% | Add +4.4% | 16,945 | $2.6M |
| Valmark Advisers, Inc. | 0.04% | Add +37.0% | 16,847 | $2.5M |
| Tempus Wealth Planning, LLC | 1.04% | Add +0.2% | 16,540 | $2.5M |
| Western Wealth Management, LLC | 0.18% | Add +290.2% | 16,305 | $2.5M |
| Transamerica Financial Advisors, LLC | 0.26% | No change | 16,276 | $2.5M |
| Ayalon Insurance Comp Ltd. | 0.80% | No change | 16,230 | $2.4M |
| Terra Nova Asset Management LLC | 1.92% | Add +1.3% | 16,210 | $2.4M |
| Duncker Streett & Co. Inc. | 0.47% | No change | 16,210 | $2.4M |
| Northwest Capital Management Inc | 0.89% | Add +159.3% | 16,175 | $2.4M |
| Adell Harriman & Carpenter Inc. | 0.18% | Reduce -1.2% | 15,900 | $2.4M |
| New Potomac Partners, LLC | 1.31% | Reduce -3.0% | 15,887 | $2.4M |
| PFG Investments, LLC | 0.17% | Add +3.1% | 15,732 | $2.4M |
| Outlook Wealth Advisors, LLC | 0.74% | Add +25.9% | 9,855 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +4.6% | 15,595 | $2.3M |
| Global Retirement Partners, LLC | 0.07% | Add +24.3% | 15,562 | $2.3M |
| Citizens Financial Group Inc. | 0.05% | New | 15,491 | $2.3M |
| JFS Wealth Advisors, LLC | 0.18% | Add +19.7% | 15,465 | $2.3M |
| Leeward Financial Partners, LLC | 0.94% | No change | 15,302 | $2.3M |
| Hoxton Planning & Management, LLC | 1.07% | Reduce -0.3% | 15,263 | $2.3M |
| FFG Retirement Advisors LLC | 1.59% | Add +17.1% | 15,200 | $2.3M |
| Joel Isaacson & Co., LLC | 0.12% | Add +0.0% | 15,061 | $2.3M |
| Quadrant Private Wealth Management, LLC | 0.51% | Add +46.0% | 14,897 | $2.2M |
| Mosley Wealth Management | 1.90% | Add +5.2% | 14,812 | $2.2M |
| W Advisors, LLC | 1.46% | Add +2.0% | 14,768 | $2.2M |
| Trustmark Bank Trust Department | 0.18% | Reduce -2.9% | 14,755 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.33% | Add +8.2% | 14,677 | $2.2M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -17.7% | 14,628 | $2.2M |
| Lantz Financial LLC | 0.68% | Add +4.1% | 14,614 | $2.2M |
| Virtue Capital Management, LLC | 0.38% | New | 14,538 | $2.2M |
| Tudor Investment Corporation | 0.02% | New | 14,578 | $2.2M |
| Conservest Capital Advisors, Inc. | 0.24% | No change | 16,155 | $2.2M |
| Glenview Trust Co | 0.04% | Reduce -11.7% | 14,407 | $2.2M |
| Vertex Planning Partners, LLC | 0.56% | Add +2.4% | 14,406 | $2.2M |
| Keystone Wealth Services, LLC | 0.67% | Add +8.0% | 14,319 | $2.2M |
| Advus Financial Partners, LLC | 0.65% | Add +1.6% | 14,253 | $2.1M |
| Fort Point Capital Partners LLC | 0.27% | Add +2.0% | 14,205 | $2.1M |
| Roof Eidam Maycock Peralta, LLC | 0.58% | No change | 14,165 | $2.1M |
| LVW Advisors, LLC | 0.31% | Add +1.7% | 14,112 | $2.1M |
| HB Wealth Management, LLC | 0.02% | Reduce -1.4% | 13,965 | $2.1M |
| Market Street Wealth Management Advisors LLC | 0.36% | Reduce -5.2% | 13,951 | $2.1M |
| Lwmg, LLC | 0.44% | Reduce -0.0% | 13,940 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Add +0.7% | 13,927 | $2.1M |
| Flagstar Securities, Inc. | 0.57% | Add +45.9% | 13,843 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -0.1% | 13,757 | $2.1M |
| Navellier & Associates Inc. | 0.24% | Add +34.2% | 13,694 | $2.1M |
| LongView Wealth Management | 0.76% | Add +0.4% | 13,619 | $2.0M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.58% | Reduce -13.8% | 13,578 | $2.0M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +0.6% | 13,484 | $2.0M |
| Pallas Capital Advisors LLC | 0.09% | Reduce -3.9% | 13,411 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.3% | 13,272 | $2.0M |
| Waddell & Associates, LLC | 0.26% | Add +0.1% | 13,098 | $2.0M |
| Montz Harcus Wealth Management LLC | 1.27% | Add +0.1% | 13,046 | $2.0M |
| Copperleaf Capital, LLC | 1.56% | Add +25.6% | 12,975 | $2.0M |
| EWG Elevate Inc. | 0.71% | Reduce -53.9% | 12,914 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.15% | Add +32.0% | 12,879 | $1.9M |
| WR Wealth Planners, LLC | 0.59% | Add +1.8% | 12,792 | $1.9M |
| Bordeaux Wealth Advisors LLC | 0.36% | No change | 12,600 | $1.9M |
| Natixis Advisors, LLC | 0.00% | New | 12,597 | $1.9M |
| Principle Wealth Partners LLC | 0.14% | No change | 12,592 | $1.9M |
| Financial Advocates Investment Management | 0.11% | Add +245.5% | 12,183 | $1.8M |
| Verus Capital Partners, LLC | 0.19% | Reduce -2.3% | 12,105 | $1.8M |
| Legacy Private Trust Co. | 0.13% | Reduce -2.4% | 12,098 | $1.8M |
| Castle Rock Wealth Management, LLC | 0.45% | Add +4.7% | 11,959 | $1.8M |
| Capital Analysts, LLC | 0.08% | Add +72.7% | 12,066 | $1.8M |
| Westwood Wealth Management | 0.72% | Reduce -0.0% | 12,050 | $1.8M |
| Arkadios Wealth Advisors | 0.12% | Add +237.1% | 11,969 | $1.8M |
| Bragg Financial Advisors, Inc | 0.08% | Reduce -0.4% | 11,940 | $1.8M |
| Ballew Advisors, Inc | 1.19% | Add +7.0% | 11,441 | $1.8M |
| AlphaMark Advisors, LLC | 0.62% | Reduce -3.6% | 11,902 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | New | 11,900 | $1.8M |
| Financial Perspectives, Inc | 0.66% | Add +0.2% | 11,856 | $1.8M |
| Magnus Financial Group LLC | 0.20% | Add +1.8% | 11,778 | $1.8M |
| Interchange Capital Partners, LLC | 0.65% | Add +54.5% | 11,750 | $1.8M |
| EP Wealth Advisors, LLC | 0.02% | Add +2.1% | 11,643 | $1.8M |
| Harmony Asset Management LLC | 0.73% | Reduce -1.8% | 11,587 | $1.7M |
| Atmos Capital Gestao DE Recursos Ltda. | 0.24% | No change | 11,558 | $1.7M |
| Howard Capital Management, LLC | 0.17% | Reduce -1.1% | 11,544 | $1.7M |
| Sonata Capital Group Inc. | 0.89% | No change | 11,460 | $1.7M |
| Visionary Wealth Advisors | 0.11% | Reduce -10.6% | 11,366 | $1.7M |
| Global Financial Private Client, LLC | 0.71% | Add +0.0% | 11,311 | $1.7M |
| Client 1ST Advisory Group, LLC | 0.73% | Add +24.5% | 11,276 | $1.7M |
| Clarus Wealth Advisors | 0.89% | Reduce -2.8% | 10,548 | $1.7M |
| Graves Light Lenhart Wealth, Inc. | 0.19% | Reduce -4.4% | 10,945 | $1.7M |
| First National Trust Co | 0.07% | Add +16.1% | 11,049 | $1.7M |
| Nikulski Financial, Inc. | 0.53% | No change | 10,967 | $1.7M |
| International Assets Investment Management, LLC | 0.15% | Add +8.6% | 10,801 | $1.6M |
| Maripau Wealth Management LLC | 1.11% | Reduce -4.0% | 10,765 | $1.6M |
| Wealthgarden F.S. LLC | 1.70% | — | 10,740 | $1.6M |
| Twin Peaks Wealth Advisors, LLC | 0.80% | Add +21.5% | 10,613 | $1.6M |
| Marcum Wealth, LLC | 0.16% | Reduce -2.7% | 10,544 | $1.6M |
| Wesbanco Bank Inc. | 0.06% | Add +20.4% | 10,485 | $1.6M |
| Apollon Financial, LLC | 0.51% | No change | 10,470 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 10,458 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Add +2.4% | 10,441 | $1.6M |
| Concorde Asset Management, LLC | 0.96% | Reduce -12.3% | 10,351 | $1.6M |
| Carret Asset Management, LLC | 0.18% | Reduce -5.8% | 10,331 | $1.6M |
| Aviance Capital Partners, LLC | 0.22% | No change | 10,304 | $1.6M |
| Maltin Wealth Management, Inc. | 0.83% | Reduce -0.6% | 10,286 | $1.5M |
| Theory Financial LLC | 0.73% | Add +69.4% | 10,280 | $1.5M |
| Worth Asset Management, LLC | 0.91% | Add +94.2% | 10,221 | $1.5M |
| Patten & Patten Inc. | 0.11% | Reduce -0.7% | 10,209 | $1.5M |
| Boston Family Office LLC | 0.11% | No change | 10,100 | $1.5M |
| Wealthspire Retirement, LLC | 0.13% | Add +11.8% | 10,067 | $1.5M |
| Venturi Wealth Management, LLC | 0.09% | Reduce -7.5% | 10,057 | $1.5M |
| Canvas Wealth Advisors, LLC | 0.47% | No change | 10,702 | $1.5M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -1.8% | 10,050 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +24.2% | 10,047 | $1.5M |
| Relative Value Partners Group, LLC | 0.20% | New | 10,039 | $1.5M |
| Lake Street Private Wealth, LLC | 0.20% | Reduce -0.2% | 10,039 | $1.5M |
| Charter Oak Capital Management, LLC | 0.16% | Reduce -3.7% | 9,970 | $1.5M |
| Catalina Capital Group, LLC | 0.57% | Add +14.2% | 9,937 | $1.5M |
| Geneos Wealth Management Inc. | 0.07% | Add +0.8% | 9,836 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -9.5% | 9,995 | $1.5M |
| Beach Investment Counsel Inc. | 0.18% | No change | 9,800 | $1.5M |
| HCR Wealth Advisors | 0.21% | No change | 9,650 | $1.5M |
| Chesley Taft & Associates LLC | 0.07% | No change | 9,600 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.11% | Reduce -1.2% | 9,576 | $1.4M |
| Gateway Wealth Partners, LLC | 0.43% | Add +6.8% | 9,541 | $1.4M |
| GeoWealth Management, LLC | 0.06% | Add +0.4% | 9,504 | $1.4M |
| NCM Capital Management, LLC | 0.75% | Reduce -1.6% | 9,460 | $1.4M |
| Aurora Private Wealth, Inc. | 1.24% | Reduce -22.3% | 9,436 | $1.4M |
| Curi Capital, LLC | 0.03% | No change | 9,348 | $1.4M |
| Meridian Wealth Advisors, LLC | 0.25% | No change | 9,216 | $1.4M |
| Strategic Equity Management | 0.90% | Add +152.7% | 9,205 | $1.4M |
| Meridian Management Co. | 0.38% | No change | 9,200 | $1.4M |
| Smithbridge Asset Management Inc. | 0.29% | Reduce -13.8% | 9,132 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Add +9.0% | 9,028 | $1.4M |
| World Investment Advisors | 0.08% | New | 8,972 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | No change | 8,920 | $1.3M |
| Bush Investment Group, LLC | 1.14% | Add +2.3% | 8,845 | $1.3M |
| Absolute Capital Management, LLC | 0.80% | Reduce -0.5% | 8,785 | $1.3M |
| Gallagher Fiduciary Advisors, LLC | 0.29% | Add +4.2% | 8,701 | $1.3M |
| Essex Financial Services, Inc. | 0.10% | Reduce -7.2% | 9,461 | $1.3M |
| Fortis Group Advisors, LLC | 0.26% | Add +54.0% | 8,650 | $1.3M |
| RCS Financial Planning, LLC | 0.75% | Add +11.6% | 8,436 | $1.3M |
| MKT Advisors LLC | 0.63% | Add +2.1% | 8,091 | $1.3M |
| Dakota Wealth Management | 0.03% | No change | 8,175 | $1.2M |
| Merkkuri Wealth Advisors LLC | 1.13% | — | 8,147 | $1.2M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -61.5% | 8,139 | $1.2M |
| Dohj, LLC | 0.30% | Add +3.0% | 8,087 | $1.2M |
| Freestone Capital Holdings, LLC | 0.04% | Add +0.1% | 8,055 | $1.2M |
| Commonwealth Retirement Investments LLC | 0.55% | Add +7.2% | 8,037 | $1.2M |
| Advisory Alpha, LLC | 0.05% | Reduce -0.1% | 7,873 | $1.2M |
| Marshall Wace, LLP | 0.00% | Reduce -91.0% | 7,845 | $1.2M |
| Source Financial Advisors LLC | 0.36% | Reduce -0.5% | 7,822 | $1.2M |
| Etfidea, LLC | 0.40% | Reduce -5.2% | 7,775 | $1.2M |
| SVB Wealth LLC | 0.03% | No change | 7,758 | $1.2M |
| FPC Investment Advisory, Inc. | 1.05% | Reduce -2.6% | 7,756 | $1.2M |
| CX Institutional | 0.05% | Reduce -3.5% | 7,740 | $1.2M |
| Franklin Resources Inc. | 0.00% | No change | 7,715 | $1.2M |
| Redwood Investment Management, LLC | 0.10% | Add +10.9% | 7,698 | $1.2M |
| KPP Advisory Services LLC | 0.31% | Add +50.6% | 7,697 | $1.2M |
| Alterna Wealth Management, Inc. | 1.01% | Add +221.3% | 7,627 | $1.1M |
| Regimen Wealth, LLC | 0.39% | Reduce -2.6% | 7,566 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -24.5% | 7,455 | $1.1M |
| Investment Advisory Group, LLC | 0.44% | Add +5.6% | 7,510 | $1.1M |
| Riverview Capital Advisers, LLC | 0.38% | No change | 9,834 | $1.1M |
| M3 Advisory Group, LLC | 0.93% | Reduce -1.1% | 7,482 | $1.1M |
| WealthPLAN Partners, LLC | 0.12% | Add +2.3% | 7,456 | $1.1M |
| WealthCare Investment Partners, LLC | 0.52% | Add +50.2% | 7,391 | $1.1M |
| Sovereign Financial Group, Inc. | 0.28% | Add +31.4% | 7,377 | $1.1M |
| Lanark Financial, Inc. | 0.10% | Reduce -1.3% | 7,312 | $1.1M |
| Cooper Financial Group | 0.16% | Add +0.1% | 7,265 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.84% | No change | 7,263 | $1.1M |
| Lane & Associates LLC | 0.64% | Add +4.6% | 7,205 | $1.1M |
| Debussy Capital Management LP | 0.31% | Add +2.2% | 7,203 | $1.1M |
| Tennessee Valley Asset Management Partners | 0.20% | Add +5.4% | 7,196 | $1.1M |
| Prio Wealth Limited Partnership | 0.03% | Reduce -1.9% | 7,195 | $1.1M |
| Kaydan Wealth Management, Inc. | 0.38% | No change | 7,184 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Add +271.1% | 7,169 | $1.1M |
| Sutton Place Investors LLC | 0.72% | Add +6.7% | 7,142 | $1.1M |
| Fullcircle Wealth LLC | 0.52% | — | 7,368 | $1.1M |
| Diversified Trust Co. | 0.03% | No change | 7,041 | $1.1M |
| N.E.W. Advisory Services LLC | 0.11% | No change | 6,889 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -5.7% | 6,866 | $1.0M |
| Westside Investment Management, Inc. | 0.23% | Reduce -1.7% | 6,785 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.11% | Add +6.0% | 6,701 | $1.0M |
| First Western Trust Bank | 0.05% | No change | 6,700 | $1.0M |
| Maryland Capital Advisors Inc. | 0.54% | No change | 6,680 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +15.2% | 6,677 | $1.0M |
| Fulcrum Equity Management | 0.90% | New | 6,672 | $1.0M |
| Olde Wealth Management, LLC | 0.38% | New | 6,667 | $1.0M |
| Willner & Heller, LLC | 0.95% | Add +0.1% | 6,595 | $992K |
| Wintrust Investments LLC | 0.08% | No change | 6,445 | $970K |
| Clearview Wealth Advisors LLC | 0.84% | Reduce -36.6% | 6,394 | $962K |
| Park National Corp. | 0.04% | Reduce -3.8% | 6,369 | $959K |
| OMNI 360 Wealth, Inc. | 0.72% | Add +13.6% | 6,293 | $947K |
| Schnieders Capital Management LLC | 0.19% | Add +0.6% | 6,270 | $944K |
| Transform Wealth, LLC | 0.07% | No change | 6,225 | $937K |
| Full Sail Capital, LLC | 0.06% | Reduce -0.4% | 6,193 | $932K |
| Optivise Advisory Services LLC | 0.50% | — | 6,174 | $929K |
| Better Money Decisions, LLC | 0.70% | Add +0.1% | 6,139 | $924K |
| FAS Wealth Partners, Inc. | 0.08% | Reduce -0.4% | 6,113 | $920K |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -11.0% | 6,100 | $918K |
| Invictus Private Wealth, LLC | 0.08% | Reduce -0.3% | 6,100 | $918K |
| Certus Wealth Management, LLC | 0.69% | Add +0.3% | 6,078 | $915K |
| Coastal Bridge Advisors, LLC | 0.23% | Reduce -27.7% | 6,063 | $912K |
| Kovack Advisors, Inc. | 0.10% | Reduce -4.7% | 6,054 | $911K |
| Genesee Capital Advisors, LLC | 0.45% | Add +1.0% | 6,052 | $911K |
| GTS Securities LLC | 0.02% | Reduce -81.1% | 6,049 | $910K |
| WESPAC Advisors, LLC | 0.71% | Reduce -29.4% | 6,029 | $907K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +18.7% | 6,002 | $903K |
| Lavaca Capital LLC | 0.49% | No change | 6,000 | $903K |
| Montag A & Associates Inc. | 0.05% | No change | 5,986 | $901K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -9.8% | 5,943 | $894K |
| One Charles Private Wealth Services, LLC | 0.37% | Add +51.2% | 5,926 | $892K |
| Concord Wealth Partners | 0.16% | Reduce -0.3% | 5,916 | $890K |
| Girard Partners LTD. | 0.08% | No change | 5,774 | $869K |
| Verger Capital Management LLC | 0.44% | Add +0.1% | 5,735 | $863K |
| Chapin Davis, Inc. | 0.29% | Reduce -1.6% | 5,718 | $861K |
| Guidance Capital, Inc. | 0.28% | Add +49.8% | 5,838 | $854K |
| Fsa Wealth Partners, Inc. | 0.23% | New | 5,663 | $852K |
| Greenleaf Trust | 0.01% | No change | 5,657 | $851K |
| Aprio Wealth Management, LLC | 0.15% | New | 5,626 | $847K |
| Prudent Investors Network, Inc. | 0.31% | No change | 5,612 | $845K |
| Tiaa Trust, National Association | 0.00% | Add +7.6% | 5,601 | $843K |
| TrinityPoint Wealth, LLC | 0.13% | Reduce -1.3% | 5,592 | $842K |
| Quadrature Capital Ltd | 0.01% | New | 5,507 | $829K |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 5,500 | $828K |
| LifePlan Investment Advisors, Inc. | 0.60% | Add +5.4% | 5,495 | $827K |
| NorthRock Partners, LLC | 0.03% | Reduce -9.7% | 5,488 | $826K |
| Allen Investment Management, LLC | 0.01% | No change | 5,464 | $822K |
| Raleigh Capital Management Inc. | 0.35% | Reduce -34.2% | 5,446 | $820K |
| Hyman Charles D | 0.05% | Reduce -2.4% | 5,436 | $818K |
| Affiance Financial, LLC | 0.21% | Reduce -0.7% | 5,396 | $812K |
| TrueWealth Advisors, LLC | 0.30% | Reduce -1.2% | 5,345 | $804K |
| BCU Wealth Advisors, LLC | 0.59% | Add +5.3% | 5,339 | $804K |
| Spinnaker Trust | 0.05% | No change | 5,303 | $798K |
| Barclays PLC | 0.00% | Reduce -50.0% | 5,274 | $794K |
| Emergent Wealth Advisors, LLC | 0.63% | Add +3.5% | 5,245 | $789K |
| Moneywise, Inc. | 0.42% | Add +102.9% | 5,244 | $789K |
| Redhawk Wealth Advisors, Inc. | 0.12% | Reduce -14.1% | 5,203 | $783K |
| Palumbo Wealth Management LLC | 0.33% | No change | 5,200 | $783K |
| Optiver Holding B.V. | 0.01% | New | 5,175 | $779K |
| Garde Capital, Inc. | 0.05% | Add +35.4% | 5,090 | $766K |
| Roman Butler Fullerton & Co. | 0.25% | Add +0.0% | 4,799 | $762K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -3.8% | 4,999 | $752K |
| Choate Investment Advisors | 0.02% | No change | 4,950 | $745K |
| Saxon Interests, Inc. | 0.35% | Add +0.0% | 4,932 | $742K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +0.0% | 4,907 | $738K |
| Beacon Financial Advisory LLC | 0.28% | Add +6.6% | 4,906 | $738K |
| Rede Wealth, LLC | 0.67% | No change | 4,868 | $733K |
| Occidental Asset Management, LLC | 0.13% | Reduce -2.0% | 4,866 | $732K |
| Kesler, Norman & Wride, LLC | 0.15% | Reduce -6.4% | 4,855 | $731K |
| Eagle Strategies LLC | 0.14% | Reduce -10.1% | 4,843 | $729K |
| Cutter & CO Brokerage, Inc. | 0.18% | Reduce -0.9% | 4,830 | $727K |
| Sierra Summit Advisors LLC | 0.18% | No change | 4,812 | $724K |
| Synovus Financial Corp. | 0.01% | Reduce -5.1% | 4,804 | $723K |
| Burns J W & Co. Inc. | 0.10% | Add +0.8% | 4,710 | $709K |
| Wells Financial Advisors INC | 0.47% | New | 4,708 | $709K |
| Empower Advisory Group, LLC | 0.00% | Add +7.8% | 4,691 | $706K |
| AlTi Global, Inc. | 0.02% | No change | 4,680 | $704K |
| Aspire Wealth Management Corp | 0.40% | Reduce -0.0% | 4,651 | $700K |
| Presidio Capital Management, LLC | 0.49% | New | 4,627 | $696K |
| Wealthstream Advisors, Inc. | 0.25% | No change | 4,623 | $696K |
| Symphony Financial Services, Inc. | 0.60% | — | 4,418 | $693K |
| Adapt Wealth Advisors, LLC | 0.43% | New | 4,596 | $692K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +9.6% | 4,551 | $685K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.21% | New | 4,537 | $683K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 4,500 | $680K |
| Cornerstone Wealth Group, LLC | 0.06% | No change | 4,517 | $680K |
| Flow Traders U.S. LLC | 0.03% | Reduce -89.7% | 4,502 | $678K |
| Thoroughbred Financial Services, LLC | 0.04% | New | 4,445 | $668K |
| Warner Financial, Inc. | 0.32% | No change | 4,420 | $665K |
| Arete Wealth Advisors, LLC | 0.05% | New | 4,411 | $665K |
| Courier Capital LLC | 0.05% | No change | 4,400 | $662K |
| LexAurum Advisors, LLC | 0.16% | Reduce -0.4% | 4,398 | $662K |
| Savant Capital, LLC | 0.01% | Add +0.7% | 4,396 | $662K |
| Divergent Wealth Advisors | 0.13% | Add +32.2% | 4,381 | $659K |
| Meritage Portfolio Management | 0.04% | No change | 4,362 | $656K |
| United Capital Management of KS, Inc. | 0.14% | Reduce -3.0% | 4,354 | $655K |
| XML Financial, LLC | 0.07% | No change | 4,339 | $653K |
| Allstate Corp. | 0.05% | Reduce -43.7% | 4,250 | $640K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.4% | 4,205 | $633K |
| PFG Advisors | 0.04% | Add +5.6% | 4,179 | $629K |
| Washington Trust Bank | 0.06% | Reduce -15.4% | 4,176 | $628K |
| Simon Quick Advisors, LLC | 0.04% | No change | 4,111 | $619K |
| Procyon Advisors, LLC | 0.05% | Add +154.0% | 4,107 | $618K |
| Financial Gravity Asset Management, Inc. | 0.15% | Reduce -32.1% | 4,101 | $617K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -1.9% | 4,097 | $617K |
| Kowal Investment Group, LLC | 0.12% | Add +53.5% | 4,089 | $615K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +0.2% | 4,057 | $611K |
| Orange Investment Advisors, Inc. | 0.08% | Add +5.2% | 5,040 | $609K |
| Hilltop Partners LLC | 0.22% | No change | 4,034 | $607K |
| Sterling Investment Advisors LLC | 0.37% | Reduce -1.7% | 4,008 | $603K |
| Modera Wealth Management, LLC | 0.01% | No change | 3,989 | $600K |
| Qube Research & Technologies Ltd | 0.00% | Add +1188.7% | 3,982 | $599K |
| Axxcess Wealth Management, LLC | 0.02% | Add +2.2% | 3,975 | $598K |
| Root Financial Partners, LLC | 0.14% | Add +11.0% | 3,949 | $594K |
| Hilltop Holdings Inc. | 0.07% | Reduce -8.4% | 3,942 | $593K |
| MV Capital Management, Inc. | 0.07% | Reduce -7.1% | 3,904 | $588K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -6.4% | 3,890 | $586K |
| Advance Capital Management, Inc. | 0.03% | Reduce -2.9% | 3,883 | $584K |
| Family Manage LLC | 0.10% | No change | 3,860 | $581K |
| Jane Street Group, LLC | 0.00% | Reduce -60.7% | 3,858 | $581K |
| D L Carlson Investment Group Inc. | 0.11% | Add +0.2% | 3,851 | $580K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +7.6% | 3,827 | $576K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.6% | 3,818 | $575K |
| Wetzel Investment Advisors, Inc. | 0.33% | No change | 4,225 | $571K |
| WT Wealth Management | 0.19% | Reduce -0.8% | 3,776 | $568K |
| Elevated Capital Advisors, LLC | 0.16% | Reduce -3.3% | 3,742 | $563K |
| Quantinno Capital Management LP | 0.01% | New | 3,697 | $557K |
| StoneX Group Inc. | 0.04% | Reduce -32.3% | 3,687 | $555K |
| Schorn Wealth LLC | 0.20% | No change | 3,684 | $554K |
| Grant/GrossMendelsohn, LLC | 0.25% | No change | 3,648 | $549K |
| Chesapeake Wealth Management | 0.20% | Reduce -10.1% | 3,644 | $548K |
| Daymark Wealth Partners, LLC | 0.03% | New | 3,622 | $545K |
| Naples Global Advisors, LLC | 0.05% | No change | 3,601 | $542K |
| Hutchens & Kramer Investment Management Group, LLC | 0.30% | Add +15.0% | 3,563 | $542K |
| JARISLOWSKY, FRASER Ltd | 0.00% | New | 3,595 | $541K |
| TFG Advisers LLC | 0.21% | Add +0.0% | 3,574 | $538K |
| Dentgroup LLC | 0.43% | Reduce -18.9% | 3,557 | $535K |
| Sax Wealth Advisors, LLC | 0.05% | New | 3,537 | $532K |
| Drive Wealth Management, LLC | 0.14% | No change | 3,535 | $532K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.1% | 3,513 | $529K |
| Kanawha Capital Management LLC | 0.04% | No change | 3,512 | $529K |
| VestGen Investment Management | 0.16% | Reduce -3.1% | 3,512 | $529K |
| Aspire Private Capital, LLC | 0.14% | Add +3.3% | 3,499 | $527K |
| Associated Banc-Corp | 0.02% | No change | 3,479 | $524K |
| ELCO Management Co., LLC | 0.30% | Reduce -12.6% | 3,460 | $521K |
| Oxinas Partners, LLC | 0.34% | Add +3.1% | 3,423 | $515K |
| Biondo Investment Advisors, LLC | 0.08% | Reduce -2.0% | 3,395 | $511K |
| Coldstream Capital Management Inc. | 0.01% | Add +15.3% | 3,386 | $510K |
| Atlas Brown,Inc. | 0.18% | Add +3.8% | 3,379 | $509K |
| Stonebrook Private Inc. | 0.15% | New | 3,373 | $508K |
| Peachtree Investment Partners, LLC | 0.20% | Add +62.8% | 3,356 | $505K |
| Realta Investment Advisors | 0.10% | No change | 3,299 | $497K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 3,292 | $495K |
| Old North State Wealth Management, LLC | 0.33% | Reduce -5.5% | 3,277 | $494K |
| Lantern Wealth Advisors, LLC | 0.36% | Add +12.7% | 3,269 | $492K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +40.4% | 3,257 | $490K |
| Sensible Money, LLC | 0.23% | No change | 3,200 | $482K |
| Columbia Bank | 0.19% | No change | 3,200 | $482K |
| Asset Dedication, LLC | 0.03% | No change | 3,200 | $482K |
| Fisher Asset Management | 0.00% | New | 3,189 | $480K |
| Crescent Grove Advisors, LLC | 0.05% | Add +5.4% | 3,162 | $476K |
| Correct Capital Wealth Management | 0.11% | No change | 3,131 | $471K |
| Samalin Investment Counsel, LLC | 0.22% | Add +0.5% | 3,120 | $470K |
| Strategy Asset Managers LLC | 0.10% | Add +12.2% | 4,301 | $468K |
| TBH Global Asset Management, LLC | 0.10% | No change | 3,092 | $465K |
| Penobscot Wealth Management | 0.28% | Reduce -1.0% | 2,975 | $465K |
| Flputnam Investment Management Co. | 0.01% | Add +2.6% | 3,067 | $462K |
| Stevard, LLC | 0.40% | Add +20.1% | 3,055 | $460K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.4% | 3,045 | $458K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -4.7% | 3,040 | $458K |
| CVA Family Office, LLC | 0.08% | Reduce -6.2% | 3,027 | $456K |
| WESPAC Advisors SoCal, LLC | 0.11% | No change | 3,010 | $453K |
| Redwood Financial Network Corp | 0.38% | Add +6.6% | 3,007 | $453K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -3.2% | 3,002 | $452K |
| Carderock Capital Management Inc. | 0.12% | No change | 3,000 | $452K |
| Manchester Capital Management LLC | 0.05% | No change | 3,000 | $452K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -3.1% | 2,985 | $449K |
| Nicolet Advisory Services, LLC | 0.04% | No change | 2,828 | $449K |
| Savvy Advisors, Inc. | 0.15% | New | 2,958 | $445K |
| Intrepid Financial Planning Group LLC | 0.19% | Reduce -3.1% | 2,955 | $445K |
| Next Level Private LLC | 0.20% | Add +1.4% | 2,938 | $442K |
| Maiden Cove Capital, LLC | 0.95% | — | 3,214 | $436K |
| Paces Ferry Wealth Advisors, LLC | 0.26% | No change | 2,889 | $435K |
| SOA Wealth Advisors, LLC. | 0.09% | Reduce -6.1% | 2,879 | $433K |
| Rappaport Reiches Capital Management, LLC | 0.13% | Add +31.7% | 2,865 | $431K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.0% | 2,855 | $430K |
| Stratos Investment Management, LLC | 0.04% | Add +49.8% | 2,831 | $426K |
| Resurgent Financial Advisors LLC | 0.27% | Add +13.2% | 2,825 | $425K |
| Lifeworks Advisors, LLC | 0.12% | Add +1.0% | 2,814 | $424K |
| TD Private Client Wealth LLC | 0.01% | Reduce -3.8% | 2,811 | $423K |
| Asset Management Group, Inc. | 0.06% | No change | 2,802 | $422K |
| Picton Mahoney Asset Management | 0.02% | New | 2,800 | $421K |
| Ellevest, Inc. | 0.02% | Reduce -4.8% | 2,763 | $416K |
| 3Chopt Investment Partners, LLC | 0.13% | New | 2,750 | $414K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +0.8% | 2,748 | $414K |
| Belpointe Asset Management LLC | 0.03% | New | 2,744 | $413K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,743 | $413K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 2,739 | $412K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 2,712 | $408K |
| Beverly Hills Private Wealth, LLC | 0.09% | Reduce -2.7% | 2,709 | $408K |
| Ceera Investments, LLC | 0.17% | No change | 2,695 | $406K |
| RDA Financial Network | 0.13% | New | 2,680 | $403K |
| Essex Bank | 0.11% | No change | 2,680 | $403K |
| Sound Income Strategies, LLC | 0.03% | Reduce -5.0% | 2,658 | $400K |
| Latitude Advisors, LLC | 0.24% | Add +15.0% | 2,631 | $396K |
| HT Partners LLC | 0.14% | No change | 2,612 | $393K |
| First City Capital Management, Inc. | 0.22% | No change | 2,600 | $391K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,601 | $391K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -32.8% | 2,586 | $389K |
| Harvest Investment Services, LLC | 0.15% | Reduce -1.0% | 2,579 | $388K |
| Semmax Financial Advisors Inc. | 0.12% | Add +13.1% | 2,685 | $386K |
| Legacy Edge Advisors, LLC | 0.07% | Add +56.9% | 2,546 | $383K |
| Jacobi Capital Management LLC | 0.03% | No change | 2,544 | $383K |
| Peddock Capital Advisors, LLC | 0.10% | No change | 2,505 | $377K |
| QRG Capital Management, Inc. | 0.00% | Add +52.9% | 2,500 | $376K |
| Harbour Trust & Investment Management Co | 0.04% | Reduce -8.2% | 2,494 | $375K |
| Ignite Planners, LLC | 0.09% | No change | 2,390 | $373K |
| Blue Fin Capital, Inc. | 0.07% | Add +3.6% | 2,476 | $373K |
| Bensler, LLC | 0.05% | Add +0.0% | 2,474 | $372K |
| Horizon Wealth Management, LLC | 0.09% | New | 2,471 | $372K |
| First Personal Financial Services | 0.08% | Add +353.5% | 2,458 | $370K |
| ORG Partners LLC | 0.05% | New | 2,420 | $368K |
| Aveo Capital Partners, LLC | 0.04% | Add +5.0% | 2,436 | $367K |
| Private Ocean, LLC | 0.03% | New | 2,433 | $366K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,425 | $365K |
| Accredited Investors Inc. | 0.02% | No change | 2,423 | $365K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -0.8% | 2,421 | $364K |
| Fifth Third Bancorp | 0.00% | Add +10.4% | 2,412 | $363K |
| IMZ Advisory Inc | 0.18% | Reduce -37.7% | 2,411 | $363K |
| World Equity Group, Inc. | 0.11% | Reduce -84.1% | 2,404 | $362K |
| Ranch Capital Advisors Inc. | 0.19% | No change | 2,400 | $361K |
| Ascentis Independent Advisors | 0.07% | — | 2,372 | $357K |
| HHM Wealth Advisors, LLC | 0.05% | Add +5.6% | 2,367 | $356K |
| Circle Wealth Management, LLC | 0.01% | No change | 2,356 | $355K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -0.0% | 2,352 | $354K |
| Altfest L J & Co. Inc. | 0.05% | No change | 2,330 | $351K |
| Garrison Point Advisors, LLC | 0.23% | Reduce -2.1% | 2,325 | $350K |
| Capital Market Strategies LLC | 0.22% | No change | 2,324 | $350K |
| Midwest Heritage Bank, FSB | 0.18% | Reduce -9.9% | 2,314 | $348K |
| Granite Bay Wealth Management, LLC | 0.19% | Reduce -8.0% | 2,300 | $346K |
| HM Payson & Co. | 0.01% | Add +0.7% | 2,290 | $345K |
| Madden Advisory Services, Inc. | 0.17% | No change | 2,274 | $342K |
| AQR Capital Management | 0.00% | New | 2,271 | $342K |
| Weaver Consulting Group | 0.12% | No change | 2,269 | $341K |
| TFB Advisors LLC | 0.11% | No change | 2,265 | $341K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.09% | No change | 2,260 | $340K |
| Cassady Schiller Wealth Management, LLC | 0.14% | No change | 2,256 | $340K |
| Blue Barn Wealth, LLC | 0.19% | Add +0.1% | 2,247 | $338K |
| Gryphon Financial Partners LLC | 0.05% | Reduce -5.2% | 2,241 | $337K |
| Money Concepts Capital Corp. | 0.03% | Reduce -1.1% | 2,219 | $334K |
| Lloyd Advisory Services, LLC. | 0.16% | New | 2,218 | $334K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.7% | 2,214 | $333K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 2,200 | $331K |
| AlphaStar Capital Management, LLC | 0.03% | New | 2,185 | $329K |
| Mission Wealth Management, LP | 0.01% | No change | 2,168 | $326K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.1% | 2,285 | $323K |
| Anchor Investment Management, LLC | 0.03% | Reduce -2.5% | 2,142 | $322K |
| Atlantic Edge Private Wealth Management, LLC | 0.11% | No change | 2,140 | $322K |
| Petix & Botte Co | 0.09% | New | 2,133 | $321K |
| Betterment LLC | 0.00% | Reduce -45.0% | 2,124 | $320K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -0.9% | 2,124 | $320K |
| Arvest Trust Co. N A | 0.02% | No change | 2,124 | $320K |
| Dagco, Inc. | 0.14% | Add +11.8% | 2,108 | $317K |
| Center for Financial Planning, Inc. | 0.05% | No change | 2,100 | $316K |
| Pinnacle Family Advisors, LLC | 0.17% | Reduce -84.0% | 2,096 | $315K |
| Bremer Bank National Association | 0.06% | No change | 2,088 | $314K |
| Garrison Asset Management, LLC | 0.16% | No change | 2,080 | $313K |
| BlackDiamond Wealth Management, LLC | 0.20% | New | 2,233 | $308K |
| Semus Wealth Partners LLC | 0.24% | Add +9.2% | 2,037 | $307K |
| GFS Advisors, LLC | 0.05% | Add +3880.2% | 80,997 | $306K |
| Herold Advisors, Inc. | 0.07% | Add +13.8% | 2,032 | $306K |
| Baldwin Investment Management, LLC | 0.04% | No change | 2,030 | $306K |
| Widmann Financial Services, Inc. | 0.25% | No change | 2,026 | $305K |
| Rockland Trust Co. | 0.02% | Reduce -37.1% | 2,026 | $305K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -1.5% | 2,000 | $301K |
| Dover Advisors, LLC | 0.19% | No change | 2,000 | $301K |
| Waypoint Capital Advisors, LLC | 0.08% | No change | 2,000 | $301K |
| Cambridge Advisors Inc. | 0.07% | No change | 2,000 | $301K |
| First National Bank of Omaha | 0.02% | No change | 2,000 | $301K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,997 | $301K |
| Key Financial Inc | 0.07% | No change | 1,995 | $300K |
| JT Stratford LLC | 0.06% | Reduce -7.2% | 1,994 | $300K |
| Vermillion & White Wealth Management Group, LLC | 0.22% | Add +12.0% | 1,982 | $298K |
| Peninsula Wealth, LLC | 0.06% | New | 1,909 | $298K |
| Global Trust Asset Management, LLC | 0.12% | New | 1,975 | $297K |
| New Republic Capital, LLC | 0.15% | Reduce -0.7% | 1,974 | $297K |
| Revolve Wealth Partners, LLC | 0.05% | No change | 1,972 | $297K |
| Colonial Trust Co / SC | 0.05% | No change | 1,966 | $296K |
| Pitcairn Co. | 0.02% | No change | 1,963 | $295K |
| Acorn Wealth Advisors, LLC | 0.15% | Add +22.0% | 1,962 | $295K |
| Lakeshore Financial Planning, Inc. | 0.14% | Add +2.3% | 1,955 | $294K |
| Front Row Advisors LLC | 0.10% | No change | 1,955 | $294K |
| Edgestream Partners, L.P. | 0.01% | New | 1,955 | $294K |
| Peoples Bank | 0.15% | No change | 1,954 | $294K |
| Hobart Private Capital, LLC | 0.08% | Reduce -19.0% | 1,947 | $293K |
| W.H. Cornerstone Investments Inc. | 0.21% | Reduce -34.0% | 1,948 | $293K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,924 | $290K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,910 | $287K |
| Nilsine Partners, LLC | 0.04% | No change | 1,895 | $285K |
| Novak & Powell Financial Services, Inc. | 0.18% | No change | 1,894 | $285K |
| Presilium Private Wealth, LLC | 0.07% | Reduce -20.1% | 1,893 | $285K |
| GPS Wealth Strategies Group, LLC | 0.04% | No change | 1,890 | $284K |
| Chemistry Wealth Management LLC | 0.07% | No change | 1,884 | $284K |
| Planning Directions Inc. | 0.19% | Add +0.6% | 1,864 | $280K |
| Tranquility Partners, LLC | 0.11% | New | 1,853 | $279K |
| Dodds Wealth, LLC | 0.11% | No change | 1,769 | $277K |
| Marino, Stram & Associates LLC | 0.07% | Add +8.3% | 1,835 | $276K |
| Roble, Belko & Company, Inc | 0.05% | No change | 1,835 | $276K |
| Powell Investment Advisors, LLC | 0.14% | Add +12.3% | 1,824 | $275K |
| Unionview, LLC | 0.22% | No change | 1,824 | $275K |
| NFSG Corp | 0.10% | Add +11.2% | 1,821 | $274K |
| V2 Financial group LLC | 0.18% | No change | 1,900 | $274K |
| Steele Capital Management, Inc. | 0.02% | Add +18.6% | 1,810 | $272K |
| Campion Asset Management | 0.21% | No change | 1,800 | $271K |
| Transcendent Capital Group LLC | 0.16% | No change | 1,800 | $271K |
| Advisors Management Group Inc. | 0.07% | No change | 1,792 | $270K |
| LGT Financial Advisors LLC | 0.56% | Add +45.1% | 1,767 | $266K |
| Balyasny Asset Management L.P. | 0.00% | New | 1,768 | $266K |
| Independence Bank of Kentucky | 0.07% | Add +1001.9% | 1,763 | $265K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 1,760 | $265K |
| Bailard, Inc. | 0.01% | No change | 1,756 | $264K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -86.0% | 1,756 | $264K |
| FWG Investments, LLC. | 0.27% | Reduce -3.5% | 1,751 | $264K |
| Everhart Financial Group, Inc. | 0.07% | No change | 1,736 | $261K |
| Oliver Lagore Vanvalin Investment Group | 0.07% | Reduce -7.5% | 1,733 | $261K |
| Human Investing LLC | 0.05% | No change | 1,732 | $261K |
| Mandatum Life Insurance Co Ltd | 0.09% | No change | 1,722 | $259K |
| First Financial Bankshares Inc | 0.01% | No change | 1,720 | $259K |
| Callan Capital, LLC | 0.02% | No change | 1,714 | $258K |
| Bray Capital Advisors | 0.06% | No change | 1,707 | $257K |
| Gray Wealth Management Inc. | 0.11% | No change | 1,701 | $256K |
| Marco Investment Management LLC | 0.02% | No change | 1,700 | $256K |
| First Bancorp, Inc | 0.19% | No change | 1,695 | $255K |
| Ariadne Wealth Management, LP | 0.20% | — | 1,686 | $254K |
| MGB Wealth Management, LLC | 0.09% | No change | 1,628 | $252K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -11.7% | 1,668 | $251K |
| Financial Sense Advisors, Inc. | 0.08% | New | 1,666 | $251K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -2.1% | 1,643 | $247K |
| 9258 Wealth Management, LLC | 0.04% | No change | 1,642 | $247K |
| Allegheny Financial Group | 0.07% | New | 1,641 | $247K |
| MSH Capital Advisors LLC | 0.08% | New | 1,640 | $247K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -15.4% | 1,636 | $246K |
| Accurate Wealth Management, LLC | 0.06% | New | 1,569 | $246K |
| Flower City Capital | 0.16% | No change | 1,620 | $244K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 1,620 | $244K |
| FinTrust Capital Advisors, LLC | 0.04% | Reduce -18.6% | 1,619 | $244K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -1.1% | 1,614 | $243K |
| Lion Street Advisors, LLC | 0.09% | New | 1,613 | $243K |
| WMS Partners, LLC | 0.02% | No change | 1,611 | $242K |
| Smith, Moore & Co. | 0.03% | Add +3.5% | 1,610 | $242K |
| Resources Management Corp. /CT/ | 0.04% | No change | 1,603 | $241K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -5.9% | 1,600 | $241K |
| BIP Wealth, LLC | 0.02% | No change | 1,600 | $241K |
| Resolute Wealth Strategies, LLC | 0.14% | Add +0.1% | 1,593 | $240K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 1,582 | $238K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -20.1% | 1,576 | $237K |
| Global Assets Advisory, LLC | 0.38% | New | 1,571 | $236K |
| Omega Financial Group, LLC | 0.10% | New | 1,567 | $236K |
| Patten Group, Inc. | 0.06% | No change | 1,564 | $235K |
| Leo Wealth, LLC | 0.02% | New | 1,543 | $235K |
| Nottingham Advisors, Inc. | 0.03% | Add +3.6% | 1,554 | $234K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 1,549 | $233K |
| GAMMA Investing LLC | 0.03% | Add +274.1% | 1,549 | $233K |
| Banco Santander, S.A. | 0.00% | No change | 1,548 | $233K |
| Deutsche Bank AG | 0.00% | No change | 1,548 | $233K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 1,545 | $232K |
| Peak Financial Management, Inc. | 0.07% | New | 1,543 | $232K |
| Corrado Advisors, LLC | 0.15% | Add +0.1% | 1,533 | $231K |
| Firestone Capital Management | 0.06% | Reduce -7.0% | 1,530 | $230K |
| Everpar Advisors LLC | 0.11% | New | 1,513 | $228K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -2.9% | 1,492 | $225K |
| Fort Sheridan Advisors LLC | 0.04% | New | 1,490 | $224K |
| GM Advisory Group, LLC | 0.01% | No change | 1,488 | $224K |
| Avior Wealth Management, LLC | 0.01% | Add +37.9% | 1,487 | $224K |
| Obsidian Cio, LLC | 0.05% | New | 1,462 | $220K |
| TCWP LLC | 0.54% | Reduce -8.2% | 1,461 | $220K |
| Arlington Capital Management, Inc. | 0.19% | New | 1,459 | $220K |
| Yeomans Consulting Group, Inc. | 0.08% | New | 1,457 | $219K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +34.5% | 1,451 | $218K |
| White Pine Capital LLC | 0.08% | New | 1,432 | $216K |
| Paragon Capital Management Ltd | 0.04% | New | 1,416 | $213K |
| Western Financial Corp | 0.13% | Reduce -7.5% | 1,411 | $212K |
| Insight 2811, Inc. | 0.11% | New | 1,410 | $212K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +20.7% | 1,398 | $210K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 1,398 | $210K |
| Saxony Capital Management, LLC | 0.23% | New | 1,397 | $210K |
| WealthTrust Asset Management, LLC | 0.15% | New | 1,395 | $210K |
| Cozad Asset Management Inc. | 0.02% | New | 1,390 | $209K |
| Bell Bank | 0.02% | New | 1,390 | $209K |
| Verum Partners LLC | 0.07% | New | 1,389 | $209K |
| Two West Capital Advisors LLC | 0.20% | — | 1,383 | $208K |
| Janney Capital Management LLC | 0.01% | New | 1,360 | $205K |
| Zacks Investment Management | 0.00% | New | 1,358 | $204K |
| China Universal Asset Management Co., Ltd. | 0.03% | New | 1,350 | $203K |
| Tarbox Family Office, Inc. | 0.04% | New | 1,348 | $203K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 1,346 | $203K |
| Provident Wealth Management, LLC | 0.07% | Add +259.6% | 1,316 | $198K |
| SWS Partners | 0.06% | New | 1,269 | $191K |
| CENTRAL TRUST Co | 0.00% | Reduce -3.0% | 1,237 | $186K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -24.8% | 1,212 | $182K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 1,203 | $181K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,200 | $181K |
| Tucker Asset Management LLC | 0.04% | Reduce -11.0% | 1,154 | $174K |
| Johnson Financial Group, Inc. | 0.01% | Add +4885.7% | 1,047 | $158K |
| Signaturefd, LLC | 0.00% | Add +16.5% | 1,043 | $157K |
| Rothschild Investment LLC | 0.01% | No change | 1,039 | $156K |
| Main Street Group, LTD | 0.07% | Add +0.1% | 1,030 | $156K |
| REAP Financial Group, LLC | 0.04% | Reduce -18.9% | 1,028 | $155K |
| Bessemer Group Inc. | 0.00% | No change | 1,001 | $151K |
| Ransom Advisory, Ltd | 0.08% | No change | 1,000 | $151K |
| Larson Financial Group LLC | 0.01% | Add +485.7% | 984 | $148K |
| IAG Wealth Partners, LLC | 0.03% | New | 978 | $147K |
| Founders Capital Management | 0.09% | No change | 949 | $143K |
| Caitlin John, LLC | 0.10% | No change | 942 | $142K |
| VitalStone Financial, LLC | 0.10% | Add +255.7% | 939 | $141K |
| Optimum Investment Advisors | 0.06% | No change | 938 | $141K |
| SIMA Wealth Partners, LLC | 0.13% | — | 900 | $135K |
| Hanson & Doremus Investment Management | 0.02% | No change | 896 | $135K |
| Family Firm, Inc. | 0.03% | New | 897 | $135K |
| Hexagon Capital Partners LLC | 0.03% | No change | 860 | $129K |
| Colonial Trust Advisors | 0.01% | No change | 846 | $127K |
| Continuum Advisory, LLC | 0.02% | Add +19.5% | 845 | $127K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 776 | $117K |
| Bokf, NA | 0.00% | Reduce -15.3% | 765 | $115K |
| Caldwell Trust Co | 0.01% | No change | 760 | $114K |
| Zions Bancorporation, N.A. | 0.01% | New | 702 | $106K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -4.4% | 700 | $105K |
| Criterion Capital Advisors, LLC | 0.07% | Add +25.2% | 691 | $104K |
| Arlington Trust Co LLC | 0.02% | New | 688 | $104K |
| NBT Bank, N.A. | 0.01% | Reduce -14.2% | 684 | $103K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 658 | $99K |
| Angeles Wealth Management, LLC | 0.01% | New | 645 | $97K |
| Tyler-Stone Wealth Management | 0.04% | Reduce -5.9% | 634 | $95K |
| MTM Investment Management, LLC | 0.04% | No change | 607 | $91K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 607 | $91K |
| Burkett Financial Services, LLC | 0.05% | No change | 603 | $91K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -30.1% | 675 | $90K |
| Cape Investment Advisory, Inc. | 0.04% | Add +7.6% | 551 | $83K |
| CKW Financial Group | 0.01% | No change | 540 | $82K |
| Family Asset Management, LLC | 0.05% | No change | 523 | $79K |
| Gradient Investments LLC | 0.00% | No change | 481 | $72K |
| Newton One Investments LLC | 0.03% | No change | 477 | $72K |
| Creekmur Asset Management LLC | 0.02% | Add +0.2% | 460 | $69K |
| SYM FINANCIAL Corp | 0.01% | Add +0.2% | 453 | $68K |
| Coppell Advisory Solutions LLC | 0.01% | — | 434 | $65K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -14.3% | 415 | $62K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 412 | $62K |
| Adirondack Trust Co. | 0.02% | No change | 402 | $61K |
| West Paces Advisors Inc. | 0.02% | No change | 400 | $60K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +40.3% | 397 | $60K |
| Centennial Bank | 0.03% | No change | 396 | $60K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 394 | $59K |
| Davis Capital Management | 0.05% | No change | 388 | $59K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 386 | $58K |
| Loomis Sayles & Co. L P | 0.00% | New | 369 | $56K |
| Financial Network Wealth Advisors LLC | 0.04% | New | 361 | $54K |
| Cultivar Capital, Inc. | 0.04% | New | 351 | $53K |
| Tidemark, LLC | 0.02% | Add +0.9% | 343 | $52K |
| PSI Advisors, LLC | 0.02% | No change | 340 | $51K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 335 | $50K |
| SouthState Bank Corp | 0.00% | No change | 320 | $48K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 300 | $45K |
| Balentine LLC | 0.00% | Reduce -29.6% | 293 | $44K |
| Pacifica Partners Inc. | 0.02% | No change | 280 | $43K |
| Element Wealth, LLC | 0.02% | Reduce -1.4% | 276 | $42K |
| Chris Bulman Inc | 0.03% | — | 272 | $41K |
| GoalVest Advisory LLC | 0.01% | No change | 270 | $41K |
| Wagner Wealth Management, LLC | 0.01% | No change | 260 | $39K |
| Richardson Capital Management LLC | 0.03% | No change | 218 | $33K |
| Clear Point Advisors Inc. | 0.03% | No change | 209 | $31K |
| Investors Research Corp | 0.01% | Add +150.0% | 205 | $31K |
| Central Bank & Trust Co. | 0.00% | Add +343.6% | 173 | $26K |
| TrinityBridge Ltd | 0.00% | No change | 175 | $26K |
| Rosenberg Matthew Hamilton | 0.01% | Add +133.8% | 166 | $25K |
| Park Place Capital Corp | 0.01% | Reduce -43.6% | 164 | $25K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 160 | $24K |
| Tsfg, LLC | 0.01% | No change | 160 | $24K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | No change | 156 | $23K |
| JDM Financial Group LLC | 0.02% | No change | 151 | $23K |
| City Holding Co. | 0.00% | No change | 150 | $23K |
| Dunhill Financial, LLC | 0.01% | Add +231.7% | 136 | $20K |
| Citadel Advisors | 0.00% | Reduce -99.9% | 133 | $20K |
| Highline Wealth Partners LLC | 0.01% | No change | 130 | $20K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -91.3% | 125 | $19K |
| Tompkins Financial Corp. | 0.00% | New | 122 | $18K |
| Halpern Financial, Inc. | 0.01% | No change | 120 | $18K |
| Triad Wealth Partners, LLC | 0.01% | New | 106 | $16K |
| Joseph Group Capital Management | 0.01% | No change | 106 | $16K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | New | 101 | $15K |
| Thompson Investment Management, Inc. | 0.00% | Add +193.9% | 97 | $15K |
| Armor Investment Advisors, LLC | 0.01% | No change | 92 | $14K |
| American National Bank & Trust | 0.00% | No change | 92 | $14K |
| Fortitude Family Office, LLC | 0.01% | No change | 88 | $13K |
| Albion Financial Group | 0.00% | Add +141.7% | 87 | $13K |
| Heritage Wealth Advisors | 0.00% | Reduce -67.9% | 85 | $13K |
| Castleview Partners, LLC | 0.01% | No change | 74 | $11K |
| Slocum, Gordon & Co LLP | 0.01% | No change | 68 | $10K |
| Quantbot Technologies LP | 0.00% | New | 66 | $10K |
| Arax Advisory Partners | 0.00% | No change | 61 | $9K |
| ESL Trust Services, LLC | 0.00% | No change | 60 | $9K |
| Chesapeake Asset Management LLC | 0.01% | New | 59 | $9K |
| POM Investment Strategies, LLC | 0.01% | No change | 57 | $9K |
| Hollencrest Capital Management | 0.00% | Add +15.6% | 52 | $8K |
| Opal Wealth Advisors, LLC | 0.00% | New | 52 | $8K |
| Smithfield Trust Co | 0.00% | New | 47 | $7K |
| Archer Investment Corp | 0.00% | No change | 46 | $7K |
| Evergreen Private Wealth LLC | 0.00% | No change | 45 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -27.4% | 45 | $7K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 43 | $6K |
| Progressive Investment Management Corp | 0.00% | No change | 38 | $6K |
| Country Trust Bank | 0.00% | New | 38 | $6K |
| Van Eck Associates Corp. | 0.00% | New | 32 | $5K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 30 | $5K |
| Strategic Financial Concepts, LLC | 0.00% | New | 84,859 | $4K |
| New England Capital Financial Advisors LLC | 0.00% | New | 27 | $4K |
| Mather Group, Llc. | 0.00% | New | 30 | $4K |
| Crewe Advisors LLC | 0.00% | Add +43.8% | 23 | $3K |
| St Germain D J Co. Inc. | 0.00% | New | 19 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 15 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 16 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 13 | $2K |
| Phillips Financial Management, LLC | 0.00% | No change | 11 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 10 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 9 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 8 | $1K |
| Arcadia Investment Management Corp. | 0.00% | No change | 8 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 8 | $1K |
| Oakworth Capital, Inc. | 0.00% | No change | 7 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $602 |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.