iShares Ustechnology ETFIYWETF
13F holders, Q3 2024 (September 30)1,073holders +41
81new positions
47sold out
5famous investors
$151.55avg. 13F price*
At the end of Q3 2024, 1,073 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 41 from Q2 2024. 81 opened new positions and 47 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), Morgan Stanley ($888.1M) and PGIM Custom Harvest LLC ($685.4M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Ustechnology ETF
- CUSIP
- 464287721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $75.6M |
| Exits | 47 | $39.5M |
All 13F filers, Q2 2024 → Q3 2024: 3,536,323 shares bought and 5,473,560 shares sold, net −1,937,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,073 holders
| Envestnet Asset Management Inc. | 0.53% | Reduce -9.1% | 10,735,715 | $1.6B |
| Morgan Stanley | 0.06% | Add +0.9% | 5,857,254 | $888.1M |
| PGIM Custom Harvest LLC | 13.87% | Reduce -1.8% | 4,520,492 | $685.4M |
| Bank of America Corp. | 0.06% | Reduce -2.7% | 4,271,100 | $647.6M |
| LPL Financial LLC | 0.28% | Add +2.9% | 4,133,439 | $626.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -6.2% | 3,106,276 | $471.0M |
| UBS Group AG | 0.08% | Reduce -6.9% | 1,969,553 | $298.6M |
| BlackRock, Inc. | 0.00% | — | 1,426,653 | $216.3M |
| Envestnet Portfolio Solutions, Inc. | 0.63% | Reduce -8.3% | 1,274,111 | $193.2M |
| Royal Bank of Canada | 0.04% | Add +14.9% | 1,249,601 | $189.5M |
| Wells Fargo & Company | 0.05% | Add +0.3% | 1,246,252 | $189.0M |
| Ameriprise Financial Inc. | 0.05% | Add +2.6% | 1,241,895 | $188.3M |
| 1832 Asset Management L.P. | 0.31% | Add +19.1% | 1,218,315 | $184.7M |
| Cwm, LLC | 0.72% | Reduce -2.5% | 1,104,002 | $167.4M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Add +0.9% | 963,013 | $146.0M |
| Park Avenue Securities LLC | 1.56% | Reduce -14.5% | 913,398 | $138.5M |
| Dynasty Wealth Management, LLC | 4.13% | Add +41.5% | 906,996 | $136.6M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -6.2% | 859,435 | $130.3M |
| MML Investors Services, LLC | 0.46% | Reduce -5.5% | 825,812 | $125.2M |
| RiverFront Investment Group, LLC | 2.76% | Add +6.5% | 773,426 | $117.3M |
| Cetera Investment Advisers | 0.24% | Reduce -3.0% | 727,730 | $110.3M |
| OneDigital Investment Advisors LLC | 1.24% | Add +2.1% | 714,361 | $108.3M |
| Raymond James & Associates | 0.06% | Add +1.6% | 631,178 | $95.7M |
| Janney Montgomery Scott LLC | 0.26% | Reduce -8.4% | 623,596 | $94.5M |
| Two Sigma Investments, LP | 0.22% | Add +63.0% | 620,100 | $94.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.2% | 565,070 | $85.7M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +4550.8% | 553,450 | $83.9M |
| Parker Investment Management, LLC | 13.14% | Reduce -49.8% | 535,888 | $81.3M |
| Stifel Financial Corp. | 0.07% | Reduce -2.0% | 465,365 | $70.6M |
| NewEdge Advisors, LLC | 0.44% | Add +6.3% | 446,312 | $67.7M |
| Osaic Holdings, Inc. | 0.14% | Reduce -2.9% | 407,140 | $61.8M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.1% | 394,553 | $59.8M |
| United Capital Financial Advisors, LLC | 0.47% | Reduce -8.8% | 375,380 | $56.9M |
| Captrust Financial Advisors | 0.16% | Reduce -4.5% | 362,796 | $55.0M |
| HighTower Advisors, LLC | 0.08% | Add +55.1% | 360,435 | $54.6M |
| Portfolio Strategies, Inc. | 7.37% | Reduce -1.4% | 359,981 | $54.6M |
| Quotient Wealth Partners, LLC | 1.79% | Add +3.6% | 359,589 | $54.5M |
| Avantax Advisory Services, Inc. | 0.35% | Add +0.2% | 349,973 | $53.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.7% | 345,501 | $52.4M |
| CW Advisors, LLC | 0.66% | Reduce -1.6% | 325,270 | $49.3M |
| Kestra Advisory Services, LLC | 0.27% | Reduce -0.7% | 322,132 | $48.8M |
| Sanctuary Advisors, LLC | 0.31% | Reduce -19.9% | 305,475 | $48.6M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -4.9% | 289,217 | $43.9M |
| Thrivent Financial for Lutherans | 0.08% | Add +18.8% | 276,060 | $41.9M |
| JB Capital LLC | 2.35% | Reduce -9.1% | 270,031 | $40.9M |
| Prudential Financial Inc. | 0.06% | Reduce -11.3% | 261,047 | $39.6M |
| Foundations Investment Advisors, LLC | 0.82% | Add +17.7% | 257,260 | $39.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +30.6% | 243,325 | $36.9M |
| Howard Capital Management Group, LLC | 2.22% | Add +1.1% | 208,920 | $31.7M |
| Apexium Financial, LP | 2.05% | Add +1.4% | 204,785 | $31.0M |
| Private Advisor Group, LLC | 0.19% | Add +15.5% | 202,284 | $30.7M |
| First Merchants Corp. | 1.16% | Reduce -1.0% | 199,522 | $30.3M |
| J.W. Cole Advisors, Inc. | 1.24% | Reduce -21.7% | 194,980 | $29.6M |
| Stratos Wealth Partners, LTD. | 0.43% | Add +12.1% | 194,375 | $29.5M |
| Advisory Services Network, LLC | 0.56% | No change | 180,943 | $27.2M |
| AE Wealth Management LLC | 0.24% | Reduce -7.9% | 174,217 | $26.4M |
| Commerce Bank | 0.16% | Reduce -3.3% | 174,106 | $26.4M |
| Mariner, LLC | 0.05% | Reduce -5.0% | 172,731 | $26.2M |
| Integrated Wealth Concepts LLC | 0.31% | Reduce -8.7% | 167,980 | $25.5M |
| Advocacy Wealth Management, LLC | 1.92% | Add +14.3% | 161,586 | $24.5M |
| Two Sigma Advisers, LP | 0.06% | Reduce -38.0% | 160,500 | $24.3M |
| Atria Wealth Solutions, Inc. | 0.26% | Reduce -2.5% | 159,233 | $24.1M |
| Truist Financial Corp. | 0.04% | Reduce -4.5% | 152,656 | $23.1M |
| CreativeOne Wealth, LLC | 0.72% | Add +51.0% | 139,264 | $21.1M |
| SPC Financial, Inc. | 1.81% | Reduce -8.0% | 135,422 | $20.5M |
| Perigon Wealth Management, LLC | 0.52% | Reduce -2.9% | 127,789 | $19.4M |
| Apollon Wealth Management, LLC | 0.55% | Add +179.1% | 127,307 | $19.3M |
| Axiom Advisory, LLC | 0.18% | Add +1.7% | 129,025 | $19.0M |
| Austin Private Wealth, LLC | 1.86% | Reduce -7.0% | 124,298 | $18.8M |
| Alera Investment Advisors, LLC | 2.20% | Reduce -2.9% | 123,813 | $18.8M |
| US Bancorp \de | 0.02% | Reduce -7.4% | 119,251 | $18.1M |
| Capital Investment Advisors, LLC | 0.37% | Reduce -1.9% | 119,049 | $18.1M |
| Atria Investments, Inc | 0.22% | Reduce -14.7% | 118,853 | $18.0M |
| Prospera Financial Services Inc | 0.46% | Reduce -0.3% | 118,116 | $17.9M |
| MA Private Wealth | 3.32% | Reduce -5.3% | 117,089 | $17.8M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -3.1% | 116,957 | $17.7M |
| Creative Planning | 0.02% | Reduce -0.1% | 116,754 | $17.7M |
| IHT Wealth Management, LLC | 0.47% | Add +30.0% | 109,932 | $16.7M |
| Stillwater Capital Advisors, LLC | 2.15% | Reduce -6.8% | 109,752 | $16.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -7.8% | 107,565 | $16.3M |
| Bank of Montreal | 0.01% | Add +1.9% | 106,630 | $16.1M |
| Tritonpoint Wealth, LLC | 1.47% | Reduce -5.7% | 106,610 | $16.1M |
| First Citizens Financial Corp | 8.49% | Reduce -0.9% | 105,798 | $16.0M |
| Partners Capital Investment Group, LLP | 0.26% | Add +10.2% | 105,797 | $16.0M |
| Commonwealth Financial Services, LLC | 3.10% | Reduce -4.1% | 105,874 | $15.7M |
| AdvisorNet Financial, Inc | 1.17% | Reduce -0.3% | 103,218 | $15.6M |
| CFS Investment Advisory Services, LLC | 1.31% | Reduce -3.5% | 103,027 | $15.6M |
| Farther Finance Advisors, LLC | 0.58% | Add +5.4% | 101,947 | $15.5M |
| Icon Wealth Advisors, LLC | 1.28% | Reduce -4.8% | 101,196 | $15.3M |
| Corient Private Wealth LP | 0.02% | Add +26.2% | 98,206 | $14.9M |
| First Horizon Advisors, Inc. | 0.41% | Reduce -1.8% | 97,823 | $14.8M |
| Mendel Capital Management LLC | 9.08% | Reduce -6.4% | 97,608 | $14.8M |
| HSBC Holdings PLC | 0.01% | Reduce -83.0% | 97,483 | $14.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.23% | Add +1.8% | 94,997 | $14.4M |
| Compound Planning, Inc. | 0.88% | Add +17.8% | 92,854 | $14.1M |
| Equitable Holdings, Inc. | 0.13% | Add +39.1% | 91,767 | $13.9M |
| Horst & Graben Wealth Management LLC | 2.45% | Reduce -2.4% | 89,994 | $13.6M |
| Horizon Wealth Management, LLC | 2.68% | Add +3482.2% | 88,517 | $13.4M |
| Ciovacco Capital Management LLC | 7.82% | Add +18.1% | 88,214 | $13.4M |
| CIBC Private Wealth Group LLC | 0.02% | Add +0.7% | 85,952 | $13.0M |
| One Wealth Advisors, LLC | 1.94% | Reduce -4.5% | 83,507 | $12.7M |
| Townsquare Capital LLC | 0.15% | Add +0.1% | 81,529 | $12.4M |
| Security Financial Services, INC. | 2.51% | Add +2.1% | 81,214 | $12.3M |
| Gries Financial LLC | 2.25% | Add +2.7% | 79,088 | $12.0M |
| Strategic Blueprint, LLC | 0.74% | Add +0.9% | 78,833 | $12.0M |
| Rollins Financial Advisors, LLC | 1.96% | Reduce -6.8% | 78,068 | $11.8M |
| Perennial Investment Advisors, LLC | 1.52% | Add +11.1% | 77,283 | $11.7M |
| SteelPeak Wealth, LLC | 0.51% | Reduce -11.9% | 76,463 | $11.6M |
| Pettinga Financial Advisors LLC | 2.73% | Add +3.8% | 75,947 | $11.5M |
| Richard P Slaughter Associates Inc | 2.63% | Add +73.8% | 74,771 | $11.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +1.9% | 76,319 | $11.3M |
| HC Advisors, LLC | 9.25% | Reduce -0.9% | 74,203 | $11.3M |
| Stone House Investment Management, LLC | 2.30% | Reduce -5.4% | 73,411 | $11.1M |
| Brookstone Capital Management | 0.16% | Reduce -14.6% | 73,373 | $11.1M |
| Buttonwood Financial Group, LLC | 6.62% | Reduce -1.6% | 72,792 | $11.0M |
| Stonebridge Financial Planning Group, LLC | 5.25% | Reduce -2.4% | 72,628 | $11.0M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -5.5% | 72,624 | $11.0M |
| National Bank of Canada | 0.01% | Reduce -4.9% | 71,906 | $10.9M |
| Sandy Spring Bank | 0.45% | Reduce -0.5% | 71,589 | $10.9M |
| Cary Street Partners Investment Advisory LLC | 0.40% | Reduce -2.7% | 70,957 | $10.8M |
| West Wealth Group, LLC | 3.48% | Add +1.5% | 70,815 | $10.7M |
| Jones Financial Companies LLLP | 0.01% | Add +71.3% | 70,581 | $10.7M |
| High Falls Advisors, Inc | 2.40% | Reduce -9.2% | 69,080 | $10.5M |
| Blue Trust, Inc. | 0.13% | Reduce -3.7% | 67,792 | $10.2M |
| Scarborough Advisors, LLC | 1.62% | New | 66,067 | $10.0M |
| Moloney Securities Asset Management, LLC | 1.35% | Reduce -6.7% | 65,951 | $10.0M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -13.9% | 64,840 | $9.8M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -13.9% | 64,840 | $9.8M |
| Patton Albertson Miller Group, LLC | 1.30% | Add +18.6% | 63,007 | $9.6M |
| Signature Wealth Management Partners, LLC | 6.91% | Reduce -0.7% | 62,988 | $9.6M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Reduce -10.4% | 63,521 | $9.5M |
| FMR LLC | 0.00% | Add +11.0% | 62,648 | $9.5M |
| Sharkey, Howes & Javer | 1.35% | Reduce -8.7% | 62,555 | $9.5M |
| Mechanics Bank Trust Department | 1.26% | Reduce -2.2% | 62,528 | $9.5M |
| Pinkerton Wealth, LLC | 1.38% | Add +3.6% | 62,492 | $9.5M |
| Gitterman Wealth Management, LLC | 3.91% | New | 61,874 | $9.4M |
| Keebeck Wealth Management | 1.31% | Reduce -10.0% | 59,436 | $9.0M |
| Concurrent Investment Advisors, LLC | 0.26% | Reduce -1.8% | 58,556 | $8.9M |
| Cahill Financial Advisors Inc. | 1.21% | Add +59.4% | 58,545 | $8.9M |
| Modern Wealth Management, LLC | 0.54% | Add +0.7% | 57,822 | $8.8M |
| Lido Advisors, LLC | 0.07% | Add +1.6% | 57,555 | $8.7M |
| Trek Financial, LLC | 0.65% | Add +80.5% | 57,254 | $8.7M |
| Norden Group LLC | 1.01% | Add +3.5% | 56,358 | $8.5M |
| Focus Financial Network, Inc. | 0.34% | Reduce -5.1% | 55,516 | $8.4M |
| Comerica Bank | 0.03% | Reduce -7.5% | 55,445 | $8.4M |
| Spire Wealth Management | 0.28% | Reduce -5.5% | 55,207 | $8.4M |
| Schroder Investment Management Group | 0.01% | Reduce -49.8% | 55,115 | $8.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.13% | Reduce -4.6% | 54,656 | $8.3M |
| Prostatis Group LLC | 2.67% | Add +10.6% | 53,779 | $8.2M |
| Cypress Wealth Services, LLC | 1.67% | Reduce -1.6% | 53,215 | $8.1M |
| Kelly Financial Services LLC | 2.95% | Reduce -0.7% | 53,138 | $8.1M |
| CoreCap Advisors, LLC | 0.38% | New | 52,831 | $8.0M |
| Bleakley Financial Group, LLC | 0.24% | Reduce -3.3% | 52,645 | $8.0M |
| Financial Life Advisors | 3.00% | Add +3.2% | 52,404 | $7.9M |
| Cadent Capital Advisors, LLC | 2.70% | Reduce -0.8% | 52,330 | $7.9M |
| Invst, LLC | 0.96% | Reduce -40.6% | 52,068 | $7.9M |
| Signify Wealth | 9.57% | Reduce -11.2% | 51,491 | $7.8M |
| Pathstone Holdings, LLC | 0.03% | Reduce -2.3% | 51,320 | $7.8M |
| WCG Wealth Advisors LLC | 0.53% | Add +1.5% | 51,286 | $7.8M |
| Perkins Coie Trust Co | 1.72% | Add +1.3% | 51,220 | $7.8M |
| Wealth Alliance, LLC | 0.92% | Reduce -9.6% | 50,631 | $7.7M |
| Spectrum Wealth Counsel, LLC | 0.91% | Reduce -0.3% | 50,566 | $7.7M |
| Canada Pension Plan Investment Board | 0.01% | No change | 50,000 | $7.6M |
| Citigroup Inc. | 0.01% | Add +84.1% | 49,610 | $7.5M |
| Liberty Wealth Management LLC | 1.28% | Reduce -83.8% | 49,553 | $7.5M |
| ONE Advisory Partners, LLC | 3.29% | Add +1.0% | 49,504 | $7.5M |
| MMBG Investment Advisors Co. | 0.77% | No change | 48,883 | $7.4M |
| Physician Wealth Advisors, Inc. | 1.33% | Reduce -4.4% | 47,775 | $7.4M |
| &partners | 0.14% | Add +103.0% | 48,066 | $7.3M |
| J.Safra Asset Management Corp | 0.69% | No change | 47,904 | $7.2M |
| KWB Wealth | 0.94% | Add +20.2% | 47,813 | $7.2M |
| TNF LLC | 2.58% | Reduce -0.9% | 46,286 | $7.1M |
| Principal Securities, Inc. | 0.17% | Add +14.3% | 46,973 | $7.1M |
| Kickstand Ventures, Llc. | 1.81% | Reduce -18.5% | 46,762 | $7.1M |
| TSA Wealth Managment LLC | 2.85% | Reduce -0.1% | 46,635 | $7.1M |
| Northern Trust Corp. | 0.00% | Add +1.4% | 46,143 | $7.0M |
| Summit X, LLC | 1.68% | Reduce -5.1% | 45,836 | $6.9M |
| Keystone Financial Services | 2.66% | Reduce -15.3% | 45,316 | $6.9M |
| Snowden Capital Advisors LLC | 0.21% | Reduce -8.0% | 45,235 | $6.9M |
| Ascent Group, LLC | 0.52% | Add +3.7% | 45,218 | $6.9M |
| EverSource Wealth Advisors, LLC | 0.43% | Reduce -4.4% | 45,129 | $6.8M |
| Tower Research Capital LLC (TRC) | 0.18% | New | 45,025 | $6.8M |
| Cottonwood Capital Advisors, LLC | 5.01% | Add +5.3% | 44,980 | $6.8M |
| Scotia Capital Inc. | 0.04% | Add +0.3% | 44,628 | $6.8M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +8.2% | 44,534 | $6.8M |
| Johnson Investment Counsel Inc. | 0.07% | Add +5.3% | 44,341 | $6.7M |
| Fifth Third Securities, Inc. | 0.64% | Add +2.5% | 44,297 | $6.7M |
| Merit Financial Group, LLC | 0.15% | Reduce -46.8% | 43,092 | $6.5M |
| Pittenger & Anderson Inc. | 0.24% | No change | 43,015 | $6.5M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -1.9% | 42,955 | $6.5M |
| Essex LLC | 1.33% | Reduce -1.4% | 42,725 | $6.5M |
| Jackson Wealth Management, LLC | 0.76% | Add +67.7% | 42,043 | $6.4M |
| RFG Advisory, LLC | 0.19% | Add +30.1% | 42,044 | $6.4M |
| Beacon Financial Group | 0.69% | Add +16.0% | 41,631 | $6.3M |
| Simmons Bank | 0.46% | Reduce -0.3% | 41,540 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -17.6% | 40,636 | $6.2M |
| Creative Financial Designs Inc. | 0.51% | Reduce -2.4% | 39,688 | $6.0M |
| Mutual Advisors, LLC | 0.18% | Reduce -0.7% | 38,790 | $6.0M |
| PAX Financial Group, LLC | 1.07% | Add +1.5% | 39,384 | $6.0M |
| Regal Investment Advisors LLC | 0.42% | Add +11.4% | 39,198 | $5.9M |
| M&T Bank Corp | 0.02% | Reduce -0.0% | 37,474 | $5.7M |
| Berkeley Capital Partners, LLC | 1.62% | Reduce -19.9% | 37,446 | $5.7M |
| Certuity, LLC | 0.61% | Add +0.0% | 37,009 | $5.6M |
| Empirical Asset Management, LLC | 1.99% | Reduce -0.5% | 36,890 | $5.6M |
| Cary Street Partners Asset Management LLC | 0.73% | Reduce -7.7% | 36,445 | $5.5M |
| RPS Advisory Solutions LLC | 3.91% | Add +7.3% | 35,976 | $5.5M |
| WealthBridge Capital Management, LLC | 1.55% | Reduce -1.0% | 35,705 | $5.4M |
| Concentric Wealth Management, LLC | 1.31% | Reduce -0.3% | 35,402 | $5.4M |
| First Heartland Consultants, Inc. | 0.58% | Reduce -4.8% | 35,310 | $5.4M |
| Legacy Financial Group LLC | 1.03% | Reduce -8.0% | 35,288 | $5.4M |
| One Capital Management, LLC | 0.17% | Add +12.3% | 34,549 | $5.2M |
| Sharp Wealth Advisory, LLC | 4.02% | Add +7.1% | 34,326 | $5.2M |
| Clear Creek Financial Management, LLC | 0.59% | Reduce -3.4% | 34,296 | $5.2M |
| Independent Financial Group, LLC | 0.19% | Reduce -12.8% | 34,015 | $5.2M |
| Pettyjohn, Wood & White, Inc. | 0.94% | Reduce -0.3% | 33,582 | $5.1M |
| AdvisorShares Investments LLC | 0.97% | Reduce -7.0% | 33,258 | $5.0M |
| Amundi | 0.00% | Reduce -2.0% | 32,911 | $5.0M |
| Concourse Financial Group Securities, Inc. | 0.30% | Reduce -21.5% | 33,192 | $5.0M |
| Sigma Planning Corp | 0.15% | Reduce -8.8% | 33,187 | $5.0M |
| Staley Capital Advisers Inc. | 0.22% | No change | 33,100 | $5.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.43% | Add +20.6% | 32,913 | $5.0M |
| Carnegie Investment Counsel | 0.15% | Reduce -1.9% | 32,887 | $5.0M |
| Avid Wealth Partners LLC | 3.46% | Add +6.2% | 32,235 | $4.9M |
| Madrona Financial Services, LLC | 1.34% | Add +4.2% | 31,778 | $4.8M |
| Ssi Investment Management LLC | 1.84% | Reduce -19.5% | 31,750 | $4.8M |
| Cardinal Strategic Wealth Guidance | 1.57% | Add +4.8% | 31,690 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +35.3% | 31,642 | $4.8M |
| Crown Wealth Group, LLC | 2.08% | Reduce -31.3% | 31,588 | $4.8M |
| Forte Asset Management LLC | 2.55% | Add +9.9% | 31,500 | $4.8M |
| Graypoint LLC | 0.30% | Reduce -1.9% | 31,155 | $4.7M |
| Maia Wealth LLC | 1.16% | Reduce -8.6% | 30,507 | $4.7M |
| Founders Financial Securities LLC | 0.43% | Reduce -0.8% | 30,747 | $4.7M |
| Swmg, LLC | 1.92% | Add +0.5% | 28,973 | $4.6M |
| Integrated Capital Management, LLC | 2.45% | — | 30,483 | $4.6M |
| Schmidt P J Investment Management Inc. | 0.79% | New | 30,314 | $4.6M |
| Choreo, LLC | 0.07% | Reduce -2.1% | 30,827 | $4.6M |
| Forthright Family Wealth Advisory LLC | 2.93% | Reduce -9.4% | 27,548 | $4.6M |
| Maxwell Wealth Strategies Inc. | 1.93% | Add +5.1% | 29,523 | $4.5M |
| Ewa, LLC | 1.59% | Reduce -9.0% | 27,965 | $4.5M |
| Koshinski Asset Management, Inc. | 0.38% | Reduce -1.8% | 29,021 | $4.4M |
| Jaffetilchin Investment Partners, LLC | 0.33% | Add +2.4% | 28,634 | $4.3M |
| Avidian Wealth Enterprises, LLC | 0.20% | Add +1.7% | 28,579 | $4.3M |
| TRUE Private Wealth Advisors | 0.52% | Reduce -18.6% | 28,529 | $4.3M |
| IFG Advisory, LLC | 0.28% | Reduce -10.0% | 28,520 | $4.3M |
| Beacon Bridge Wealth Partners, LLC | 1.85% | Add +24.9% | 28,344 | $4.3M |
| Bay Harbor Wealth Management, LLC | 1.40% | Add +0.2% | 28,220 | $4.3M |
| Rathbones Group PLC | 0.02% | Add +1.7% | 28,041 | $4.3M |
| Montecito Bank & Trust | 0.72% | Add +0.0% | 28,040 | $4.3M |
| Assetmark, Inc. | 0.01% | Add +8.1% | 27,631 | $4.2M |
| Financial Freedom, LLC | 2.21% | Add +44.3% | 27,557 | $4.2M |
| WealthShield Partners, LLC | 0.57% | Reduce -10.3% | 27,519 | $4.2M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | Reduce -0.5% | 27,440 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Add +106.1% | 27,349 | $4.1M |
| Financial Management Professionals, Inc. | 0.51% | Add +2.4% | 27,322 | $4.1M |
| Country Club Bank | 0.28% | No change | 27,407 | $4.1M |
| Blair William & Co. | 0.01% | Add +18.6% | 27,217 | $4.1M |
| Western Wealth Management, LLC | 0.23% | Add +61.5% | 26,339 | $4.0M |
| Morningstar Investment Services LLC | 0.04% | Add +34.3% | 26,312 | $4.0M |
| WBH Advisory Inc. | 0.37% | Reduce -0.5% | 26,015 | $3.9M |
| Parallel Advisors, LLC | 0.09% | Reduce -3.0% | 25,901 | $3.9M |
| Stephens Inc. | 0.06% | Add +1.6% | 25,870 | $3.9M |
| Central Pacific Bank - Trust Division | 0.51% | Reduce -12.5% | 25,382 | $3.8M |
| Cibc World Market Inc. | 0.01% | Add +2.6% | 25,365 | $3.8M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -1.6% | 25,332 | $3.8M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -15.8% | 25,230 | $3.8M |
| Ancora Advisors LLC | 0.09% | Add +22.8% | 24,920 | $3.8M |
| Mayflower Financial Advisors, LLC | 0.56% | Reduce -0.1% | 24,618 | $3.7M |
| Sunbelt Securities, Inc. | 0.37% | Reduce -3.7% | 24,587 | $3.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +27.4% | 24,440 | $3.7M |
| Weinberger Asset Management, Inc | 1.57% | Add +0.1% | 24,356 | $3.7M |
| Gilliland Jeter Wealth Management LLC | 1.19% | Reduce -2.4% | 24,352 | $3.7M |
| Baker Avenue Asset Management, LP | 0.12% | Add +1376.8% | 24,263 | $3.7M |
| Secure Asset Management, LLC | 0.62% | Reduce -1.5% | 24,108 | $3.7M |
| DT Investment Partners, LLC | 0.29% | No change | 23,880 | $3.6M |
| Harbour Investments, Inc. | 0.11% | Reduce -4.9% | 23,692 | $3.6M |
| ShoreHaven Wealth Partners, LLC | 1.72% | Add +5.1% | 23,475 | $3.6M |
| Cresset Asset Management, LLC | 0.01% | Add +20.5% | 23,452 | $3.6M |
| Ashton Thomas Securities, LLC | 0.67% | Reduce -8.7% | 22,747 | $3.4M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -3.3% | 22,735 | $3.4M |
| KKM Financial LLC | 1.69% | Reduce -6.7% | 22,495 | $3.4M |
| Laidlaw Wealth Management LLC | 1.68% | Reduce -1.0% | 22,403 | $3.4M |
| Cobblestone Asset Management LLC | 2.04% | Reduce -9.7% | 22,386 | $3.4M |
| Tradition Wealth Management, LLC | 0.30% | Reduce -4.8% | 22,196 | $3.4M |
| Financial Counselors Inc. | 0.05% | Add +2.3% | 22,060 | $3.3M |
| Householder Group Estate & Retirement Specialist, LLC | 0.96% | Reduce -9.0% | 21,855 | $3.3M |
| Acropolis Investment Management, LLC | 0.19% | Add +0.2% | 21,607 | $3.3M |
| Keybank National Association | 0.01% | Add +0.3% | 21,489 | $3.3M |
| Apeiron RIA LLC | 0.93% | Reduce -39.1% | 21,465 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -53.2% | 21,156 | $3.2M |
| Eq LLC | 1.60% | Add +15.1% | 21,092 | $3.2M |
| International Assets Investment Management, LLC | 0.26% | Add +94.8% | 21,040 | $3.2M |
| SigFig Wealth Management, LLC | 0.12% | Reduce -6.8% | 21,117 | $3.2M |
| MAI Capital Management | 0.03% | Add +4.8% | 20,917 | $3.2M |
| Balboa Wealth Partners | 0.79% | Add +0.5% | 20,736 | $3.1M |
| Ieq Capital, LLC | 0.04% | No change | 20,678 | $3.1M |
| Northeast Financial Consultants Inc | 0.14% | Reduce -0.9% | 20,563 | $3.1M |
| Csenge Advisory Group | 0.16% | Reduce -4.9% | 19,713 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +3.1% | 20,091 | $3.0M |
| Clifford Swan Investment Counsel LLC | 0.11% | No change | 20,000 | $3.0M |
| Montis Financial, LLC | 1.07% | New | 19,943 | $3.0M |
| True Vision MN LLC | 1.80% | Reduce -4.0% | 19,859 | $3.0M |
| Nwam LLC | 0.18% | New | 19,720 | $3.0M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Add +41.2% | 19,659 | $3.0M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -0.5% | 19,346 | $2.9M |
| Gen-Wealth Partners Inc | 1.28% | Reduce -2.1% | 18,760 | $2.9M |
| Condor Capital Management | 0.26% | Reduce -1.9% | 19,221 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Reduce -21.6% | 19,039 | $2.9M |
| Shared Vision Wealth Group LLC | 1.53% | Add +0.6% | 18,946 | $2.9M |
| Sowell Financial Services LLC | 0.13% | Reduce -10.4% | 18,849 | $2.9M |
| Laurel Wealth Advisors LLC | 0.46% | Add +1.1% | 18,792 | $2.8M |
| Connecticut Wealth Management, LLC | 0.14% | Reduce -15.1% | 18,788 | $2.8M |
| Spectrum Planning & Advisory Services Inc. | 2.73% | Add +0.5% | 18,761 | $2.8M |
| Citadel Advisors | 0.00% | Add +13924.1% | 18,652 | $2.8M |
| Parsons Capital Management Inc. | 0.17% | Reduce -1.3% | 18,047 | $2.7M |
| Matthew Goff Investment Advisor, LLC | 0.52% | No change | 17,885 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +1.5% | 17,715 | $2.7M |
| Mosley Wealth Management | 1.83% | Add +15.6% | 17,128 | $2.7M |
| First United Bank & Trust | 0.96% | Reduce -0.8% | 17,625 | $2.7M |
| Quadrant Private Wealth Management, LLC | 0.66% | Add +18.3% | 17,615 | $2.7M |
| Mgo One Seven LLC | 0.11% | Reduce -20.3% | 17,503 | $2.7M |
| Waverly Advisors, LLC | 0.05% | Reduce -46.0% | 17,428 | $2.6M |
| Capital Advisory Group Advisory Services, LLC | 1.04% | Add +2.2% | 17,321 | $2.6M |
| Global Retirement Partners, LLC | 0.08% | Add +10.6% | 17,211 | $2.6M |
| Promethium Advisors,llc | 1.81% | — | 16,870 | $2.6M |
| Elevation Point Wealth Partners, LLC | 0.25% | Reduce -14.0% | 16,867 | $2.6M |
| Capital Analysts, LLC | 0.10% | Add +38.0% | 16,648 | $2.5M |
| Tempus Wealth Planning, LLC | 0.92% | Add +0.1% | 16,552 | $2.5M |
| Terra Nova Asset Management LLC | 1.85% | Add +1.5% | 16,454 | $2.5M |
| Haverford Trust Co | 0.02% | Reduce -10.7% | 16,429 | $2.5M |
| Certus Wealth Management, LLC | 1.73% | Add +169.8% | 16,396 | $2.5M |
| Smartleaf Asset Management LLC | 0.30% | New | 16,412 | $2.5M |
| Private Trust Co. NA | 0.25% | Reduce -10.4% | 16,258 | $2.5M |
| Ayalon Insurance Comp Ltd. | 0.77% | No change | 16,230 | $2.5M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -9.9% | 16,219 | $2.5M |
| Duncker Streett & Co. Inc. | 0.45% | No change | 16,210 | $2.5M |
| Valmark Advisers, Inc. | 0.04% | Reduce -3.8% | 16,210 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +28.1% | 16,136 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +2.7% | 16,018 | $2.4M |
| Adell Harriman & Carpenter Inc. | 0.18% | No change | 15,900 | $2.4M |
| Northwest Capital Management Inc | 0.87% | Reduce -1.8% | 15,892 | $2.4M |
| JFS Wealth Advisors, LLC | 0.16% | Add +2.4% | 15,831 | $2.4M |
| Meridian Wealth Management, LLC | 0.12% | New | 15,803 | $2.4M |
| W Advisors, LLC | 1.46% | Add +6.2% | 15,684 | $2.4M |
| Financial Advocates Investment Management | 0.13% | Add +192.6% | 35,652 | $2.4M |
| New Potomac Partners, LLC | 1.22% | Reduce -1.6% | 15,632 | $2.4M |
| Firethorn Wealth Partners, LLC | 1.20% | Reduce -9.2% | 15,572 | $2.4M |
| Barclays PLC | 0.00% | Add +192.7% | 15,437 | $2.3M |
| Seaview Investment Managers LLC | 0.70% | Reduce -16.9% | 15,414 | $2.3M |
| Virtue Capital Management, LLC | 0.47% | Add +5.4% | 15,328 | $2.3M |
| Raymond James Trust N.A. | 0.05% | Reduce -10.3% | 15,308 | $2.3M |
| Leeward Financial Partners, LLC | 0.88% | No change | 15,302 | $2.3M |
| Diversify Advisory Services, LLC | 0.12% | Reduce -13.7% | 14,841 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -14.6% | 15,212 | $2.3M |
| Citizens Financial Group Inc. | 0.05% | Reduce -2.2% | 15,152 | $2.3M |
| FFG Retirement Advisors LLC | 1.49% | Reduce -0.7% | 15,093 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | New | 15,075 | $2.3M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -0.2% | 18,618 | $2.3M |
| My Legacy Advisors, LLC | 0.90% | Reduce -39.5% | 15,064 | $2.3M |
| Transamerica Financial Advisors, LLC | 0.22% | Reduce -7.9% | 14,986 | $2.3M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +11.1% | 14,974 | $2.3M |
| Keystone Wealth Services, LLC | 0.63% | Add +4.4% | 14,954 | $2.3M |
| Joel Isaacson & Co., LLC | 0.11% | Reduce -0.9% | 14,922 | $2.3M |
| Fort Point Capital Partners LLC | 0.28% | Add +5.0% | 14,921 | $2.3M |
| First Hawaiian Bank | 0.07% | Reduce -19.1% | 14,903 | $2.3M |
| HB Wealth Management, LLC | 0.02% | Add +6.6% | 14,882 | $2.3M |
| Flagstar Securities, Inc. | 0.56% | Add +5.9% | 14,655 | $2.2M |
| Centaurus Financial, Inc. | 0.14% | Reduce -56.9% | 14,627 | $2.2M |
| Simplicity Wealth,LLC | 0.20% | Reduce -79.8% | 14,538 | $2.2M |
| Lane & Associates LLC | 1.20% | Add +100.9% | 14,475 | $2.2M |
| Silver Oak Securities, Incorporated | 0.23% | New | 14,564 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.16% | Add +622.4% | 14,447 | $2.2M |
| Conservest Capital Advisors, Inc. | 0.22% | No change | 16,155 | $2.2M |
| PFG Investments, LLC | 0.14% | Reduce -8.8% | 14,352 | $2.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.54% | Add +5.1% | 14,271 | $2.2M |
| Strategic Equity Management | 1.02% | Add +54.7% | 14,242 | $2.2M |
| Roof Eidam Maycock Peralta, LLC | 0.55% | No change | 14,165 | $2.1M |
| Glenview Trust Co | 0.04% | Reduce -1.7% | 14,165 | $2.1M |
| Vertex Planning Partners, LLC | 0.51% | Reduce -1.7% | 14,159 | $2.1M |
| Lantz Financial LLC | 0.58% | Reduce -3.3% | 14,135 | $2.1M |
| Lwmg, LLC | 0.41% | Add +1.1% | 14,101 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.29% | Reduce -4.2% | 14,058 | $2.1M |
| Advus Financial Partners, LLC | 0.61% | Reduce -1.7% | 14,016 | $2.1M |
| Hoxton Planning & Management, LLC | 0.82% | Reduce -9.0% | 13,888 | $2.1M |
| Market Street Wealth Management Advisors LLC | 0.35% | Reduce -0.6% | 13,874 | $2.1M |
| Verus Capital Partners, LLC | 0.21% | Add +14.5% | 13,865 | $2.1M |
| Harmony Asset Management LLC | 0.77% | Add +19.4% | 13,829 | $2.1M |
| Trustmark Bank Trust Department | 0.16% | Reduce -6.4% | 13,815 | $2.1M |
| LVW Advisors, LLC | 0.26% | Reduce -4.1% | 13,539 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -3.2% | 13,316 | $2.0M |
| IFP Advisors, Inc | 0.07% | Reduce -25.2% | 13,215 | $2.0M |
| WR Wealth Planners, LLC | 0.55% | Add +2.7% | 13,142 | $2.0M |
| Stonebrook Private Inc. | 0.53% | Add +289.4% | 13,134 | $2.0M |
| Copperleaf Capital, LLC | 1.52% | Add +1.1% | 13,115 | $2.0M |
| Waddell & Associates, LLC | 0.24% | No change | 13,098 | $2.0M |
| Montz Harcus Wealth Management LLC | 1.16% | Add +0.1% | 13,055 | $2.0M |
| LongView Wealth Management | 0.63% | Reduce -4.3% | 13,039 | $2.0M |
| Counterweight Ventures, LLC | 1.39% | Reduce -39.4% | 12,986 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.13% | Reduce -1.2% | 12,720 | $1.9M |
| EP Wealth Advisors, LLC | 0.02% | Add +9.2% | 12,712 | $1.9M |
| Triad Wealth Partners, LLC | 1.02% | Add +11843.4% | 12,660 | $1.9M |
| Bordeaux Wealth Advisors LLC | 0.35% | Add +0.1% | 12,607 | $1.9M |
| Principle Wealth Partners LLC | 0.14% | No change | 12,592 | $1.9M |
| Castle Rock Wealth Management, LLC | 0.46% | Add +5.2% | 12,576 | $1.9M |
| Three Seasons Wealth, LLC | 0.99% | Reduce -61.1% | 12,415 | $1.9M |
| Centurion Wealth Management LLC | 0.60% | — | 12,369 | $1.9M |
| AlphaMark Advisors, LLC | 0.64% | Add +3.4% | 12,302 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Add +35.7% | 12,249 | $1.9M |
| Client 1ST Advisory Group, LLC | 0.73% | Add +7.6% | 12,138 | $1.8M |
| Legacy Private Trust Co. | 0.12% | Reduce -1.1% | 11,966 | $1.8M |
| Financial Perspectives, Inc | 0.62% | Add +0.2% | 11,880 | $1.8M |
| Bragg Financial Advisors, Inc | 0.07% | Reduce -0.7% | 11,859 | $1.8M |
| Magnus Financial Group LLC | 0.18% | Add +0.6% | 11,845 | $1.8M |
| Westwood Wealth Management | 0.70% | Reduce -2.3% | 11,775 | $1.8M |
| World Investment Advisors | 0.06% | Add +30.2% | 11,682 | $1.8M |
| Eagle Strategies LLC | 0.32% | Add +140.4% | 11,641 | $1.8M |
| Concorde Asset Management, LLC | 0.97% | Add +9.7% | 11,353 | $1.7M |
| Ballew Advisors, Inc | 1.15% | Reduce -2.9% | 11,107 | $1.7M |
| Twin Peaks Wealth Advisors, LLC | 0.79% | Add +6.6% | 11,314 | $1.7M |
| Arkadios Wealth Advisors | 0.10% | Reduce -5.7% | 11,291 | $1.7M |
| Visionary Wealth Advisors | 0.10% | Reduce -0.8% | 11,279 | $1.7M |
| Howard Capital Management, LLC | 0.03% | Reduce -2.6% | 11,249 | $1.7M |
| Global Financial Private Client, LLC | 0.66% | Reduce -0.9% | 11,205 | $1.7M |
| First National Trust Co | 0.06% | Reduce -0.3% | 11,014 | $1.7M |
| Panoramic Investment Advisors, LLC | 1.15% | — | 11,006 | $1.7M |
| Canvas Wealth Advisors, LLC | 0.45% | No change | 10,702 | $1.6M |
| Clarus Wealth Advisors | 0.82% | Add +1.9% | 10,745 | $1.6M |
| Graves Light Lenhart Wealth, Inc. | 0.20% | Reduce -2.7% | 10,653 | $1.6M |
| Interchange Capital Partners, LLC | 0.57% | Reduce -9.3% | 10,652 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Add +1.0% | 10,560 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Add +11.0% | 10,551 | $1.6M |
| Sonata Capital Group Inc. | 0.67% | Reduce -8.6% | 10,480 | $1.6M |
| Freestone Capital Holdings, LLC | 0.05% | Add +29.9% | 10,467 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | No change | 10,441 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.45% | Add +5.2% | 10,367 | $1.6M |
| Signal Advisors Wealth, LLC | 0.22% | New | 10,333 | $1.6M |
| Apollon Financial, LLC | 0.46% | Reduce -1.3% | 10,331 | $1.6M |
| Maltin Wealth Management, Inc. | 0.76% | Add +0.1% | 10,293 | $1.6M |
| Marcum Wealth, LLC | 0.14% | Reduce -3.0% | 10,226 | $1.6M |
| Wealthspire Retirement, LLC | 0.12% | Add +1.0% | 10,168 | $1.5M |
| Aviance Capital Partners, LLC | 0.20% | Reduce -1.6% | 10,144 | $1.5M |
| Theory Financial LLC | 0.68% | Reduce -0.9% | 10,186 | $1.5M |
| Patten & Patten Inc. | 0.10% | Reduce -1.0% | 10,109 | $1.5M |
| Boston Family Office LLC | 0.10% | No change | 10,100 | $1.5M |
| Geneos Wealth Management Inc. | 0.06% | Add +1.6% | 9,993 | $1.5M |
| Moneywise, Inc. | 0.75% | Add +90.5% | 9,992 | $1.5M |
| Carret Asset Management, LLC | 0.16% | Reduce -3.4% | 9,981 | $1.5M |
| Charter Oak Capital Management, LLC | 0.14% | Reduce -0.7% | 9,897 | $1.5M |
| Venturi Wealth Management, LLC | 0.08% | Reduce -2.1% | 9,848 | $1.5M |
| Aurora Private Wealth, Inc. | 1.17% | Add +4.3% | 9,841 | $1.5M |
| Beach Investment Counsel Inc. | 0.18% | No change | 9,800 | $1.5M |
| Nikulski Financial, Inc. | 0.44% | Reduce -10.7% | 9,795 | $1.5M |
| Wealthgarden F.S. LLC | 1.44% | Reduce -9.3% | 9,742 | $1.5M |
| Lake Street Private Wealth, LLC | 0.24% | Reduce -3.3% | 9,704 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -76.2% | 9,682 | $1.5M |
| HCR Wealth Advisors | 0.19% | Add +0.0% | 9,651 | $1.5M |
| Chesley Taft & Associates LLC | 0.07% | No change | 9,600 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | Reduce -8.6% | 9,585 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.11% | No change | 9,576 | $1.5M |
| NCM Capital Management, LLC | 0.69% | No change | 9,460 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -6.4% | 9,404 | $1.4M |
| Curi Capital, LLC | 0.03% | Add +0.1% | 9,362 | $1.4M |
| Tennessee Valley Asset Management Partners | 0.23% | Add +29.9% | 9,351 | $1.4M |
| Gateway Wealth Partners, LLC | 0.39% | Reduce -2.4% | 9,316 | $1.4M |
| Meridian Wealth Advisors, LLC | 0.23% | No change | 9,216 | $1.4M |
| Meridian Management Co. | 0.35% | No change | 9,200 | $1.4M |
| CPR Investments Inc. | 1.31% | New | 9,144 | $1.4M |
| First Citizens Bank & Trust Co. | 0.03% | Add +1.2% | 9,025 | $1.4M |
| WealthCare Investment Partners, LLC | 0.60% | Add +22.8% | 9,076 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -10.5% | 8,991 | $1.4M |
| Fortis Group Advisors, LLC | 0.25% | Add +3.1% | 8,917 | $1.4M |
| Smithbridge Asset Management Inc. | 0.23% | Reduce -5.0% | 8,675 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -58.0% | 8,630 | $1.3M |
| EWG Elevate Inc. | 0.52% | Reduce -33.7% | 8,557 | $1.3M |
| Bush Investment Group, LLC | 1.03% | Reduce -3.5% | 8,531 | $1.3M |
| Advisory Alpha, LLC | 0.05% | Add +8.3% | 8,529 | $1.3M |
| Source Financial Advisors LLC | 0.38% | Add +8.2% | 8,460 | $1.3M |
| Dakota Wealth Management | 0.03% | No change | 8,175 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -18.9% | 8,102 | $1.2M |
| Navellier & Associates Inc. | 0.17% | Reduce -41.0% | 8,075 | $1.2M |
| Dohj, LLC | 0.29% | Add +1.4% | 8,201 | $1.2M |
| Absolute Capital Management, LLC | 0.73% | Reduce -8.3% | 8,059 | $1.2M |
| Merkkuri Wealth Advisors LLC | 0.96% | Reduce -1.7% | 8,006 | $1.2M |
| Franklin Resources Inc. | 0.00% | No change | 7,715 | $1.2M |
| RCS Financial Planning, LLC | 0.67% | Reduce -6.3% | 7,905 | $1.2M |
| Unique Wealth, LLC | 0.27% | New | 7,864 | $1.2M |
| Catalina Capital Group, LLC | 0.40% | Reduce -22.6% | 7,686 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | Add +14.4% | 7,665 | $1.2M |
| MKT Advisors LLC | 0.54% | Reduce -4.0% | 7,766 | $1.2M |
| Investment Advisory Group, LLC | 0.40% | Add +1.0% | 7,583 | $1.1M |
| FPC Investment Advisory, Inc. | 0.97% | Reduce -1.7% | 7,625 | $1.1M |
| Hudson Portfolio Management LLC | 1.13% | — | 7,560 | $1.1M |
| Cooper Financial Group | 0.15% | Add +3.0% | 7,479 | $1.1M |
| CX Institutional | 0.05% | Reduce -3.4% | 7,479 | $1.1M |
| Inscription Capital, LLC | 0.17% | New | 7,475 | $1.1M |
| Regimen Wealth, LLC | 0.37% | Reduce -1.2% | 7,472 | $1.1M |
| Riverview Capital Advisers, LLC | 0.35% | No change | 9,834 | $1.1M |
| Etfidea, LLC | 0.35% | Reduce -4.9% | 7,394 | $1.1M |
| Redwood Investment Management, LLC | 0.10% | Reduce -4.1% | 7,384 | $1.1M |
| Debussy Capital Management LP | 0.32% | Add +2.3% | 7,366 | $1.1M |
| Genesee Capital Advisors, LLC | 0.54% | Add +21.4% | 7,347 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.9% | 7,337 | $1.1M |
| M3 Advisory Group, LLC | 0.82% | Reduce -2.0% | 7,333 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Reduce -0.4% | 7,286 | $1.1M |
| Kaydan Wealth Management, Inc. | 0.32% | Add +0.0% | 7,185 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.78% | Reduce -1.3% | 7,168 | $1.1M |
| Axecap Investments, LLC | 0.82% | — | 7,164 | $1.1M |
| Prio Wealth Limited Partnership | 0.03% | Reduce -0.6% | 7,155 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -1.8% | 7,323 | $1.1M |
| Commonwealth Retirement Investments LLC | 0.45% | Reduce -11.2% | 7,140 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +15.7% | 7,058 | $1.1M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -48.5% | 6,912 | $1.1M |
| Fulcrum Equity Management | 0.90% | Add +5.1% | 7,012 | $1.1M |
| Fullcircle Wealth LLC | 0.48% | Reduce -7.4% | 6,824 | $1.1M |
| Essex Financial Services, Inc. | 0.08% | Reduce -28.2% | 6,794 | $1.1M |
| Eaton Financial Holdings Company, LLC | 0.43% | — | 6,981 | $1.1M |
| Sovereign Financial Group, Inc. | 0.24% | Reduce -6.8% | 6,873 | $1.0M |
| Quadrature Capital Ltd | 0.02% | Add +24.3% | 6,843 | $1.0M |
| Westside Investment Management, Inc. | 0.22% | Add +1.7% | 6,901 | $1.0M |
| World Equity Group, Inc. | 0.37% | Add +183.0% | 6,804 | $1.0M |
| WealthPLAN Partners, LLC | 0.14% | Reduce -8.8% | 6,803 | $1.0M |
| Sutton Place Investors LLC | 0.63% | Reduce -4.9% | 6,794 | $1.0M |
| Guidance Capital, Inc. | 0.32% | Add +13.7% | 6,637 | $1.0M |
| Clearview Wealth Advisors LLC | 0.79% | Add +5.4% | 6,742 | $1.0M |
| First Western Trust Bank | 0.05% | No change | 6,700 | $1.0M |
| Maryland Capital Advisors Inc. | 0.49% | No change | 6,680 | $1.0M |
| Olde Wealth Management, LLC | 0.36% | No change | 6,667 | $1.0M |
| Willner & Heller, LLC | 0.89% | Add +0.1% | 6,599 | $1.0M |
| KPP Advisory Services LLC | 0.24% | Reduce -15.4% | 6,515 | $988K |
| OMNI 360 Wealth, Inc. | 0.67% | Add +1.8% | 6,409 | $972K |
| Integrated Advisors Network LLC | 0.05% | New | 6,320 | $958K |
| Schnieders Capital Management LLC | 0.18% | No change | 6,270 | $951K |
| Transform Wealth, LLC | 0.06% | No change | 6,225 | $944K |
| Park National Corp. | 0.03% | Reduce -2.6% | 6,200 | $940K |
| Saxon Interests, Inc. | 0.43% | Add +25.6% | 6,196 | $939K |
| Full Sail Capital, LLC | 0.06% | No change | 6,193 | $939K |
| Better Money Decisions, LLC | 0.66% | Add +0.1% | 6,146 | $932K |
| Optivise Advisory Services LLC | 0.49% | Reduce -0.5% | 6,141 | $931K |
| Aprio Wealth Management, LLC | 0.15% | Add +8.9% | 6,126 | $929K |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.0% | 6,114 | $927K |
| WESPAC Advisors, LLC | 0.68% | Add +0.7% | 6,073 | $921K |
| RHS Financial, LLC | 0.46% | New | 6,066 | $920K |
| Coastal Bridge Advisors, LLC | 0.23% | No change | 6,063 | $919K |
| Invictus Private Wealth, LLC | 0.07% | Reduce -0.8% | 6,051 | $917K |
| N.E.W. Advisory Services LLC | 0.09% | Reduce -12.3% | 6,045 | $917K |
| Quantinno Capital Management LP | 0.01% | Add +62.6% | 6,011 | $912K |
| Lavaca Capital LLC | 0.44% | No change | 6,000 | $910K |
| Alterna Wealth Management, Inc. | 0.81% | Reduce -21.8% | 5,963 | $904K |
| Concord Wealth Partners | 0.15% | No change | 5,916 | $897K |
| Montag A & Associates Inc. | 0.04% | Reduce -2.5% | 5,838 | $885K |
| UNIVEST FINANCIAL Corp | 0.06% | New | 5,741 | $870K |
| AQR Capital Management | 0.00% | Add +152.3% | 5,729 | $869K |
| Chapin Davis, Inc. | 0.28% | No change | 5,718 | $867K |
| Burns J W & Co. Inc. | 0.11% | Add +21.0% | 5,697 | $864K |
| Greenleaf Trust | 0.01% | No change | 5,657 | $858K |
| Tiaa Trust, National Association | 0.00% | Add +1.0% | 5,656 | $858K |
| Diversified Trust Co. | 0.02% | Reduce -19.9% | 5,641 | $855K |
| LifePlan Investment Advisors, Inc. | 0.55% | Add +2.4% | 5,626 | $853K |
| BCU Wealth Advisors, LLC | 0.50% | Add +4.2% | 5,562 | $843K |
| TrinityPoint Wealth, LLC | 0.12% | Reduce -0.9% | 5,542 | $840K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -7.8% | 5,531 | $839K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 5,500 | $834K |
| NorthRock Partners, LLC | 0.03% | Add +0.1% | 5,493 | $833K |
| Allen Investment Management, LLC | 0.01% | No change | 5,464 | $828K |
| Affiance Financial, LLC | 0.20% | No change | 5,396 | $818K |
| CWA Asset Management Group, LLC | 0.04% | — | 5,328 | $808K |
| Spinnaker Trust | 0.05% | No change | 5,303 | $804K |
| Caprock Group, LLC | 0.03% | New | 5,301 | $804K |
| Palumbo Wealth Management LLC | 0.31% | No change | 5,200 | $788K |
| Kovack Advisors, Inc. | 0.08% | Reduce -14.4% | 5,183 | $786K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +2.9% | 5,142 | $780K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +12.7% | 5,131 | $778K |
| Quartz Partners, LLC | 0.48% | — | 5,091 | $772K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +56.3% | 5,089 | $772K |
| Emergent Wealth Advisors, LLC | 0.57% | Reduce -3.4% | 5,068 | $768K |
| TrueWealth Advisors, LLC | 0.25% | Reduce -6.2% | 5,015 | $760K |
| Choate Investment Advisors | 0.02% | No change | 4,950 | $751K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +11.4% | 4,951 | $750K |
| Savant Capital, LLC | 0.01% | Add +12.0% | 4,925 | $747K |
| Cutter & CO Brokerage, Inc. | 0.17% | Add +1.8% | 4,917 | $746K |
| Symphony Financial Services, Inc. | 0.63% | Add +11.1% | 4,909 | $744K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +0.0% | 4,908 | $744K |
| Mainstream Capital Management LLC | 0.63% | — | 4,882 | $740K |
| Roman Butler Fullerton & Co. | 0.22% | Add +0.0% | 4,801 | $740K |
| Rede Wealth, LLC | 0.28% | No change | 4,868 | $738K |
| Beacon Financial Advisory LLC | 0.25% | Reduce -0.8% | 4,867 | $738K |
| Occidental Asset Management, LLC | 0.12% | Reduce -0.3% | 4,849 | $735K |
| Sierra Summit Advisors LLC | 0.17% | No change | 4,812 | $730K |
| Synovus Financial Corp. | 0.01% | Reduce -0.3% | 4,787 | $726K |
| D. E. Shaw & Co. | 0.00% | New | 4,771 | $723K |
| AlTi Global, Inc. | 0.02% | No change | 4,680 | $710K |
| Executive Wealth Management, LLC | 0.06% | New | 4,657 | $706K |
| Orange Investment Advisors, Inc. | 0.08% | Reduce -7.9% | 4,640 | $704K |
| Wealthstream Advisors, Inc. | 0.13% | No change | 4,623 | $701K |
| Adapt Wealth Advisors, LLC | 0.37% | No change | 4,596 | $697K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Reduce -11.8% | 4,587 | $695K |
| Raleigh Capital Management Inc. | 0.27% | Reduce -16.7% | 4,538 | $688K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.19% | Reduce -0.4% | 4,520 | $685K |
| Cornerstone Wealth Group, LLC | 0.06% | No change | 4,517 | $685K |
| Two Sigma Securities, LLC | 0.05% | New | 4,497 | $682K |
| Warner Financial, Inc. | 0.30% | No change | 4,420 | $670K |
| Courier Capital LLC | 0.05% | Add +0.3% | 4,415 | $669K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.3% | 4,395 | $666K |
| Divergent Wealth Advisors | 0.12% | Add +0.0% | 4,382 | $664K |
| Elios Financial Group Inc. | 0.31% | — | 4,382 | $664K |
| Wetzel Investment Advisors, Inc. | 0.33% | Add +3.3% | 4,365 | $662K |
| Meritage Portfolio Management | 0.04% | No change | 4,362 | $661K |
| Hutchens & Kramer Investment Management Group, LLC | 0.36% | Add +24.7% | 4,442 | $658K |
| United Capital Management of KS, Inc. | 0.14% | Reduce -0.5% | 4,332 | $657K |
| XML Financial, LLC | 0.06% | Reduce -0.4% | 4,323 | $655K |
| LexAurum Advisors, LLC | 0.14% | Reduce -2.2% | 4,303 | $652K |
| Yeomans Consulting Group, Inc. | 0.24% | Add +194.0% | 4,283 | $649K |
| Presidio Capital Management, LLC | 0.41% | Reduce -8.6% | 4,231 | $642K |
| Aspire Wealth Management Corp | 0.34% | Reduce -9.6% | 4,204 | $637K |
| Harbor Investment Advisory, LLC | 0.06% | Add +2.3% | 4,190 | $635K |
| B.O.S.S. Retirement Advisors, LLC | 0.13% | New | 4,115 | $624K |
| Simon Quick Advisors, LLC | 0.04% | No change | 4,111 | $623K |
| Procyon Advisors, LLC | 0.04% | Reduce -0.2% | 4,099 | $621K |
| Washington Trust Bank | 0.06% | Reduce -2.1% | 4,088 | $620K |
| Clearstead Advisors, LLC | 0.01% | Reduce -43.1% | 4,082 | $619K |
| GFS Advisors, LLC | 0.13% | Reduce -95.0% | 4,035 | $612K |
| Kesler, Norman & Wride, LLC | 0.12% | Reduce -17.1% | 4,024 | $610K |
| Hilltop Partners LLC | 0.20% | Reduce -0.7% | 4,006 | $607K |
| Westover Capital Advisors, LLC | 0.12% | New | 4,000 | $606K |
| Modera Wealth Management, LLC | 0.01% | Add +0.2% | 3,996 | $606K |
| Kowal Investment Group, LLC | 0.11% | Reduce -2.4% | 3,993 | $605K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +30.5% | 5,873 | $604K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.9% | 3,963 | $600K |
| Root Financial Partners, LLC | 0.10% | No change | 3,949 | $599K |
| Prudent Investors Network, Inc. | 0.18% | Reduce -29.9% | 3,931 | $596K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -3.3% | 3,925 | $595K |
| Advance Capital Management, Inc. | 0.03% | No change | 3,883 | $589K |
| Valeo Financial Advisors, LLC | 0.02% | Add +9.9% | 3,861 | $585K |
| Family Manage LLC | 0.10% | No change | 3,860 | $585K |
| Journey Strategic Wealth LLC | 0.02% | Add +135.4% | 3,851 | $584K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 3,827 | $580K |
| QRG Capital Management, Inc. | 0.01% | Add +53.0% | 3,826 | $580K |
| Strategy Asset Managers LLC | 0.11% | Reduce -11.3% | 3,817 | $579K |
| Jane Street Group, LLC | 0.00% | Reduce -1.6% | 3,798 | $576K |
| One Charles Private Wealth Services, LLC | 0.22% | Reduce -36.3% | 3,778 | $573K |
| Sterling Investment Advisors LLC | 0.32% | Reduce -7.3% | 3,716 | $564K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +95.2% | 3,690 | $560K |
| Schorn Wealth LLC | 0.19% | No change | 3,684 | $559K |
| Associated Banc-Corp | 0.02% | Add +4.9% | 3,650 | $553K |
| Grant/GrossMendelsohn, LLC | 0.24% | No change | 3,648 | $553K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -55.3% | 3,642 | $552K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -38.7% | 3,642 | $552K |
| StoneX Group Inc. | 0.04% | Reduce -1.7% | 3,625 | $550K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.0% | 3,623 | $549K |
| Chesapeake Wealth Management | 0.19% | Reduce -0.9% | 3,612 | $548K |
| WT Wealth Management | 0.17% | Reduce -6.9% | 3,515 | $546K |
| JARISLOWSKY, FRASER Ltd | 0.00% | No change | 3,595 | $545K |
| TFG Advisers LLC | 0.20% | Add +0.5% | 3,592 | $545K |
| MV Capital Management, Inc. | 0.06% | Reduce -9.0% | 3,554 | $539K |
| Neuberger Berman Group LLC | 0.00% | Reduce -15.6% | 3,549 | $538K |
| Drive Wealth Management, LLC | 0.14% | Add +0.4% | 3,548 | $538K |
| Sax Wealth Advisors, LLC | 0.05% | No change | 3,537 | $536K |
| Dentgroup LLC | 0.39% | Reduce -2.9% | 3,453 | $524K |
| Oxinas Partners, LLC | 0.32% | Add +0.1% | 3,425 | $519K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -10.4% | 3,419 | $518K |
| Kanawha Capital Management LLC | 0.04% | Reduce -2.9% | 3,412 | $517K |
| Biondo Investment Advisors, LLC | 0.07% | Add +0.4% | 3,410 | $517K |
| Old North State Wealth Management, LLC | 0.29% | Add +3.3% | 3,386 | $514K |
| Aspire Private Capital, LLC | 0.12% | Reduce -3.9% | 3,362 | $510K |
| Hilltop Holdings Inc. | 0.03% | Reduce -14.7% | 3,361 | $509K |
| VestGen Investment Management | 0.14% | Reduce -4.6% | 3,350 | $508K |
| Litman Gregory Wealth Management LLC | 0.04% | Add +23.4% | 3,346 | $507K |
| Maiden Cove Capital, LLC | 0.78% | Add +2.8% | 3,303 | $501K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 3,292 | $499K |
| Naples Global Advisors, LLC | 0.05% | Reduce -8.6% | 3,291 | $499K |
| Redwood Financial Network Corp | 0.38% | Add +7.3% | 3,225 | $489K |
| Asset Dedication, LLC | 0.03% | Add +0.4% | 3,213 | $487K |
| AlphaStar Capital Management, LLC | 0.04% | Add +47.0% | 3,211 | $487K |
| Atlas Brown,Inc. | 0.17% | Reduce -5.2% | 3,204 | $486K |
| Sensible Money, LLC | 0.21% | No change | 3,200 | $485K |
| Columbia Bank | 0.18% | No change | 3,200 | $485K |
| ELCO Management Co., LLC | 0.26% | Reduce -8.7% | 3,160 | $479K |
| Samalin Investment Counsel, LLC | 0.21% | Add +0.5% | 3,134 | $475K |
| Correct Capital Wealth Management | 0.11% | No change | 3,131 | $475K |
| TBH Global Asset Management, LLC | 0.10% | No change | 3,092 | $469K |
| Accelerate Investment Advisors LLC | 0.46% | — | 3,073 | $466K |
| Flputnam Investment Management Co. | 0.01% | No change | 3,067 | $465K |
| D L Carlson Investment Group Inc. | 0.08% | Reduce -20.4% | 3,066 | $465K |
| Latitude Advisors, LLC | 0.26% | Add +16.1% | 3,055 | $463K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 3,040 | $461K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -10.3% | 3,038 | $461K |
| Old Mission Capital LLC | 0.01% | New | 3,032 | $460K |
| CVA Family Office, LLC | 0.07% | No change | 3,027 | $459K |
| Private Client Services, LLC | 0.25% | New | 3,023 | $458K |
| Rappaport Reiches Capital Management, LLC | 0.12% | Add +5.3% | 3,017 | $457K |
| Carderock Capital Management Inc. | 0.11% | No change | 3,000 | $455K |
| Manchester Capital Management LLC | 0.05% | No change | 3,000 | $455K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -0.1% | 2,998 | $455K |
| TD Private Client Wealth LLC | 0.01% | Add +6.5% | 2,995 | $454K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -32.0% | 2,999 | $453K |
| Penobscot Wealth Management | 0.24% | Add +0.1% | 2,978 | $451K |
| Accurate Wealth Management, LLC | 0.09% | Add +84.5% | 2,894 | $446K |
| Next Level Private LLC | 0.18% | Add +0.1% | 2,940 | $446K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -26.3% | 2,930 | $444K |
| Paces Ferry Wealth Advisors, LLC | 0.25% | Add +0.0% | 2,890 | $438K |
| Intrepid Financial Planning Group LLC | 0.19% | Reduce -2.5% | 2,880 | $437K |
| SOA Wealth Advisors, LLC. | 0.08% | Add +0.0% | 2,880 | $437K |
| Nicolet Advisory Services, LLC | 0.04% | Add +2.9% | 2,909 | $436K |
| Verger Capital Management LLC | 0.22% | Reduce -50.0% | 2,870 | $435K |
| PFG Advisors | 0.03% | Reduce -31.7% | 2,856 | $433K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.0% | 2,856 | $433K |
| Peachtree Investment Partners, LLC | 0.16% | Reduce -15.4% | 2,838 | $430K |
| Pinion Investment Advisors, LLC | 0.18% | New | 2,823 | $428K |
| Good Life Advisors, LLC | 0.03% | New | 2,822 | $428K |
| Crescent Grove Advisors, LLC | 0.04% | Reduce -10.9% | 2,817 | $427K |
| Yardley Wealth Management LLC | 0.25% | — | 2,817 | $427K |
| Resurgent Financial Advisors LLC | 0.25% | Reduce -0.5% | 2,812 | $426K |
| Asset Management Group, Inc. | 0.06% | No change | 2,802 | $425K |
| Dagco, Inc. | 0.17% | Add +31.4% | 2,771 | $420K |
| Ellevest, Inc. | 0.02% | No change | 2,763 | $419K |
| Sound Income Strategies, LLC | 0.03% | Add +3.5% | 2,752 | $417K |
| Financial Gravity Companies, Inc. | 0.11% | — | 2,745 | $416K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,743 | $416K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 2,739 | $415K |
| Semmax Financial Advisors Inc. | 0.11% | Reduce -3.9% | 2,580 | $415K |
| WESPAC Advisors SoCal, LLC | 0.10% | Reduce -10.0% | 2,710 | $411K |
| Ceera Investments, LLC | 0.15% | No change | 2,695 | $409K |
| Beaird Harris Wealth Management, LLC | 0.04% | Reduce -2.2% | 2,688 | $408K |
| Essex Bank | 0.10% | No change | 2,680 | $406K |
| Moors & Cabot, Inc. | 0.02% | Reduce -60.4% | 2,642 | $401K |
| Leavell Investment Management, Inc. | 0.02% | Add +0.8% | 2,622 | $398K |
| Stratos Investment Management, LLC | 0.03% | Reduce -7.5% | 2,618 | $397K |
| HT Partners LLC | 0.14% | No change | 2,612 | $396K |
| RDA Financial Network | 0.12% | Reduce -2.8% | 2,605 | $395K |
| First City Capital Management, Inc. | 0.20% | No change | 2,600 | $394K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -8.0% | 2,589 | $393K |
| Midwest Heritage Bank, FSB | 0.18% | Add +11.7% | 2,585 | $392K |
| HM Payson & Co. | 0.01% | Add +9.3% | 2,504 | $380K |
| Harbour Trust & Investment Management Co | 0.04% | No change | 2,494 | $378K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +60.4% | 2,485 | $377K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.4% | 2,499 | $377K |
| Bensler, LLC | 0.05% | Add +0.4% | 2,483 | $376K |
| Blue Fin Capital, Inc. | 0.07% | No change | 2,476 | $375K |
| First Personal Financial Services | 0.08% | No change | 2,458 | $373K |
| Quadcap Wealth Management, LLC | 0.06% | Add +0.9% | 2,443 | $370K |
| Intrua Financial, LLC | 0.06% | New | 2,437 | $369K |
| Harvest Investment Services, LLC | 0.12% | Reduce -5.9% | 2,427 | $368K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,425 | $368K |
| Accredited Investors Inc. | 0.02% | Add +0.0% | 2,424 | $367K |
| IMZ Advisory Inc | 0.17% | Add +0.1% | 2,413 | $366K |
| Ranch Capital Advisors Inc. | 0.17% | No change | 2,400 | $364K |
| Ignite Planners, LLC | 0.08% | No change | 2,390 | $362K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -36.2% | 2,386 | $362K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -2.1% | 2,385 | $362K |
| Ascentis Independent Advisors | 0.06% | No change | 2,372 | $360K |
| Peddock Capital Advisors, LLC | 0.09% | Reduce -5.5% | 2,368 | $359K |
| HHM Wealth Advisors, LLC | 0.05% | No change | 2,367 | $359K |
| BlackDiamond Wealth Management, LLC | 0.22% | Reduce -0.2% | 2,228 | $358K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +0.3% | 2,358 | $358K |
| Tilson Financial Group, Inc. | 0.15% | New | 2,336 | $354K |
| Altfest L J & Co. Inc. | 0.05% | No change | 2,330 | $353K |
| Garrison Point Advisors, LLC | 0.22% | No change | 2,325 | $353K |
| Westfuller Advisors, LLC | 0.25% | — | 2,324 | $352K |
| Capital Market Strategies LLC | 0.21% | No change | 2,324 | $352K |
| Betterment LLC | 0.00% | Add +9.3% | 2,321 | $352K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 2,287 | $352K |
| TFB Advisors LLC | 0.10% | Add +2.0% | 2,310 | $350K |
| Weaver Consulting Group | 0.11% | No change | 2,269 | $344K |
| Cassady Schiller Wealth Management, LLC | 0.13% | No change | 2,256 | $342K |
| Semus Wealth Partners LLC | 0.24% | Add +10.7% | 2,255 | $342K |
| Blue Barn Wealth, LLC | 0.17% | Add +0.0% | 2,248 | $341K |
| Independence Bank of Kentucky | 0.07% | Add +26.7% | 2,233 | $339K |
| Millennium Management | 0.00% | New | 2,228 | $338K |
| Money Concepts Capital Corp. | 0.03% | Add +0.3% | 2,225 | $337K |
| Vermillion & White Wealth Management Group, LLC | 0.25% | Add +11.8% | 2,216 | $336K |
| Avior Wealth Management, LLC | 0.01% | Add +48.4% | 2,207 | $335K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -18.5% | 2,207 | $335K |
| Silicon Valley Capital Partners | 0.04% | New | 2,202 | $334K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 2,200 | $334K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | Reduce -3.0% | 2,193 | $333K |
| Peninsula Wealth, LLC | 0.06% | Add +11.8% | 2,134 | $329K |
| Mission Wealth Management, LP | 0.01% | No change | 2,168 | $329K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +33.5% | 2,163 | $328K |
| Atlantic Edge Private Wealth Management, LLC | 0.10% | No change | 2,140 | $324K |
| ORG Partners LLC | 0.05% | Reduce -11.7% | 2,138 | $324K |
| Garde Capital, Inc. | 0.02% | Reduce -58.1% | 2,133 | $323K |
| Anchor Investment Management, LLC | 0.03% | Reduce -1.3% | 2,114 | $321K |
| Center for Financial Planning, Inc. | 0.04% | No change | 2,100 | $318K |
| Circle Wealth Management, LLC | 0.01% | Reduce -11.2% | 2,093 | $317K |
| Fifth Third Bancorp | 0.00% | Reduce -13.2% | 2,093 | $317K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +39.2% | 2,020 | $317K |
| Bremer Bank National Association | 0.06% | No change | 2,088 | $317K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -2.3% | 2,076 | $315K |
| Jacobi Capital Management LLC | 0.02% | Reduce -19.6% | 2,044 | $310K |
| Baldwin Investment Management, LLC | 0.04% | No change | 2,030 | $308K |
| Widmann Financial Services, Inc. | 0.23% | No change | 2,026 | $307K |
| MSH Capital Advisors LLC | 0.09% | Add +23.3% | 2,022 | $307K |
| Madden Advisory Services, Inc. | 0.14% | Reduce -11.1% | 2,022 | $307K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -33.7% | 2,019 | $306K |
| Garrison Asset Management, LLC | 0.15% | Reduce -3.1% | 2,015 | $306K |
| Lloyd Advisory Services, LLC. | 0.15% | Reduce -9.3% | 2,011 | $305K |
| Dover Advisors, LLC | 0.17% | No change | 2,000 | $303K |
| Cambridge Advisors Inc. | 0.07% | No change | 2,000 | $303K |
| Waypoint Capital Advisors, LLC | 0.06% | No change | 2,000 | $303K |
| First National Bank of Omaha | 0.02% | No change | 2,000 | $303K |
| Pinnacle Family Advisors, LLC | 0.16% | Reduce -5.2% | 1,987 | $301K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -22.2% | 1,980 | $300K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -50.4% | 1,977 | $300K |
| Revolve Wealth Partners, LLC | 0.05% | No change | 1,972 | $299K |
| Colonial Trust Co / SC | 0.05% | No change | 1,966 | $298K |
| Petix & Botte Co | 0.08% | Reduce -8.0% | 1,963 | $298K |
| Pitcairn Co. | 0.02% | No change | 1,963 | $298K |
| Lakeshore Financial Planning, Inc. | 0.13% | Add +0.1% | 1,956 | $297K |
| Peoples Bank | 0.15% | No change | 1,954 | $296K |
| Planning Directions Inc. | 0.18% | Add +4.3% | 1,945 | $295K |
| Hobart Private Capital, LLC | 0.08% | Reduce -0.3% | 1,942 | $294K |
| FWG Investments, LLC. | 0.25% | Add +10.8% | 1,941 | $294K |
| Rockland Trust Co. | 0.01% | Reduce -4.6% | 1,933 | $293K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -12.9% | 1,928 | $292K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,924 | $292K |
| GAMMA Investing LLC | 0.03% | Add +23.9% | 1,919 | $291K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,910 | $290K |
| Marino, Stram & Associates LLC | 0.06% | Add +3.6% | 1,902 | $288K |
| V2 Financial group LLC | 0.19% | No change | 1,900 | $288K |
| Nilsine Partners, LLC | 0.04% | No change | 1,895 | $287K |
| Novak & Powell Financial Services, Inc. | 0.17% | No change | 1,894 | $287K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -15.6% | 1,891 | $287K |
| Allegheny Financial Group | 0.07% | Add +15.1% | 1,889 | $286K |
| Chemistry Wealth Management LLC | 0.07% | No change | 1,884 | $286K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +21.4% | 1,875 | $284K |
| New Republic Capital, LLC | 0.16% | Reduce -6.6% | 1,843 | $279K |
| Tiller Private Wealth, Inc. | 0.12% | New | 1,840 | $279K |
| Roble, Belko & Company, Inc | 0.04% | No change | 1,835 | $278K |
| Herold Advisors, Inc. | 0.06% | Reduce -9.9% | 1,831 | $278K |
| LGT Financial Advisors LLC | 0.68% | Add +3.5% | 1,828 | $277K |
| Clark Capital Management Group, Inc. | 0.00% | Add +15.9% | 1,827 | $277K |
| Front Row Advisors LLC | 0.10% | Reduce -6.7% | 1,825 | $277K |
| Powell Investment Advisors, LLC | 0.13% | Add +0.1% | 1,825 | $277K |
| Unionview, LLC | 0.22% | No change | 1,824 | $277K |
| Dodds Wealth, LLC | 0.09% | Add +0.1% | 1,770 | $274K |
| Lion Street Advisors, LLC | 0.10% | Add +11.7% | 1,801 | $273K |
| Campion Asset Management | 0.20% | No change | 1,800 | $273K |
| Transcendent Capital Group LLC | 0.14% | No change | 1,800 | $273K |
| Advisors Management Group Inc. | 0.06% | No change | 1,792 | $272K |
| Ariadne Wealth Management, LP | 0.15% | No change | 1,686 | $272K |
| Presilium Private Wealth, LLC | 0.06% | Reduce -5.3% | 1,793 | $272K |
| Global Trust Asset Management, LLC | 0.10% | Reduce -9.4% | 1,790 | $271K |
| Key Financial Inc | 0.06% | Reduce -11.0% | 1,776 | $269K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 1,760 | $267K |
| JT Stratford LLC | 0.05% | Reduce -11.8% | 1,758 | $267K |
| Bailard, Inc. | 0.01% | No change | 1,756 | $266K |
| Tranquility Partners, LLC | 0.10% | Reduce -5.5% | 1,752 | $266K |
| Everpar Advisors LLC | 0.14% | Add +15.3% | 1,744 | $264K |
| Everhart Financial Group, Inc. | 0.06% | No change | 1,736 | $263K |
| Human Investing LLC | 0.05% | No change | 1,732 | $263K |
| Mandatum Life Insurance Co Ltd | 0.08% | No change | 1,722 | $261K |
| First Financial Bankshares Inc | 0.01% | No change | 1,720 | $261K |
| Callan Capital, LLC | 0.02% | No change | 1,714 | $260K |
| Bray Capital Advisors | 0.06% | No change | 1,707 | $259K |
| Gray Wealth Management Inc. | 0.10% | Add +0.1% | 1,702 | $258K |
| Valtinson Bruner Financial Planning LLC | 0.09% | New | 1,702 | $258K |
| Marco Investment Management LLC | 0.02% | No change | 1,700 | $258K |
| First Bancorp, Inc | 0.18% | No change | 1,695 | $257K |
| Optiver Holding B.V. | 0.01% | Reduce -67.3% | 1,692 | $257K |
| Financial Sense Advisors, Inc. | 0.07% | Add +0.1% | 1,667 | $253K |
| Fisher Asset Management | 0.00% | Reduce -48.4% | 1,645 | $250K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,641 | $249K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -1.5% | 1,643 | $249K |
| 9258 Wealth Management, LLC | 0.04% | No change | 1,642 | $249K |
| Central Valley Advisors, LLC | 0.14% | New | 1,634 | $248K |
| MGB Wealth Management, LLC | 0.09% | No change | 1,628 | $247K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 1,627 | $247K |
| WASHINGTON TRUST Co | 0.01% | Reduce -18.8% | 1,622 | $246K |
| Flower City Capital | 0.14% | No change | 1,620 | $246K |
| Trexquant Investment LP | 0.00% | New | 1,620 | $246K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +15.6% | 1,616 | $245K |
| WMS Partners, LLC | 0.01% | No change | 1,611 | $244K |
| Catalyst Financial Partners LLC | 0.05% | New | 1,609 | $244K |
| Savvy Advisors, Inc. | 0.05% | Reduce -45.6% | 1,608 | $244K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 1,600 | $243K |
| BIP Wealth, LLC | 0.02% | No change | 1,600 | $243K |
| Resolute Wealth Strategies, LLC | 0.13% | Add +0.1% | 1,594 | $242K |
| Resources Management Corp. /CT/ | 0.03% | Reduce -0.9% | 1,588 | $241K |
| Grey Ledge Advisors, LLC | 0.06% | No change | 1,582 | $240K |
| Smith, Moore & Co. | 0.02% | Reduce -2.0% | 1,577 | $239K |
| Omega Financial Group, LLC | 0.09% | No change | 1,567 | $238K |
| Patten Group, Inc. | 0.05% | No change | 1,564 | $237K |
| Banco Santander, S.A. | 0.00% | No change | 1,548 | $235K |
| Deutsche Bank AG | 0.00% | No change | 1,548 | $235K |
| Argent Trust Co | 0.01% | New | 1,547 | $235K |
| Peak Financial Management, Inc. | 0.07% | No change | 1,543 | $234K |
| Corrado Advisors, LLC | 0.15% | Add +0.1% | 1,534 | $233K |
| Firestone Capital Management | 0.06% | No change | 1,530 | $232K |
| Sigma Investment Counselors Inc. | 0.01% | New | 1,524 | $231K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -3.5% | 1,500 | $227K |
| Jefferies Financial Group Inc. | 0.00% | New | 1,489 | $226K |
| GM Advisory Group, LLC | 0.01% | No change | 1,488 | $226K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,479 | $224K |
| Saxony Capital Management, LLC | 0.20% | Add +5.4% | 1,473 | $223K |
| Obsidian Cio, LLC | 0.05% | Add +0.1% | 1,463 | $222K |
| Arlington Capital Management, Inc. | 0.18% | No change | 1,459 | $221K |
| Innova Wealth Partners | 0.18% | New | 1,459 | $221K |
| Guidance Point Advisors, LLC | 0.07% | New | 1,453 | $220K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -2.9% | 1,449 | $220K |
| Jackson Square Capital, LLC | 0.05% | New | 1,443 | $219K |
| Oliver Lagore Vanvalin Investment Group | 0.06% | Reduce -17.0% | 1,439 | $218K |
| White Pine Capital LLC | 0.07% | No change | 1,432 | $217K |
| FinTrust Capital Advisors, LLC | 0.04% | Reduce -11.9% | 1,426 | $216K |
| Paragon Capital Management Ltd | 0.04% | No change | 1,416 | $215K |
| Insigneo Advisory Services, LLC | 0.02% | New | 1,412 | $214K |
| Insight 2811, Inc. | 0.11% | No change | 1,410 | $214K |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -83.8% | 1,406 | $213K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 1,398 | $212K |
| WealthTrust Asset Management, LLC | 0.16% | No change | 1,395 | $212K |
| Bell Bank | 0.02% | No change | 1,390 | $211K |
| Cozad Asset Management Inc. | 0.02% | No change | 1,390 | $211K |
| Verum Partners LLC | 0.06% | Add +0.1% | 1,390 | $211K |
| Freedom Investment Management, Inc. | 0.02% | New | 1,377 | $209K |
| Two West Capital Advisors LLC | 0.17% | Reduce -0.7% | 1,373 | $208K |
| Fort Sheridan Advisors LLC | 0.03% | Reduce -8.1% | 1,370 | $208K |
| Janney Capital Management LLC | 0.01% | No change | 1,360 | $206K |
| Soundwatch Capital LLC | 0.03% | New | 1,351 | $205K |
| Tarbox Family Office, Inc. | 0.03% | No change | 1,348 | $204K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 1,346 | $204K |
| Heritage Family Offices, LLP | 0.10% | New | 1,341 | $203K |
| Acorn Wealth Advisors, LLC | 0.09% | Reduce -31.7% | 1,340 | $203K |
| Syntegra Private Wealth Group, LLC | 0.02% | Reduce -17.4% | 1,333 | $202K |
| Private Portfolio Partners LLC | 0.04% | New | 1,328 | $201K |
| First International Bank & Trust | 0.06% | New | 1,320 | $200K |
| Provident Wealth Management, LLC | 0.07% | No change | 1,316 | $200K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -26.0% | 1,300 | $197K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,296 | $197K |
| CENTRAL TRUST Co | 0.00% | Add +2.5% | 1,268 | $192K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,212 | $184K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 1,203 | $182K |
| Picton Mahoney Asset Management | 0.01% | Reduce -57.1% | 1,200 | $182K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,200 | $182K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.4% | 1,143 | $173K |
| Cape Investment Advisory, Inc. | 0.07% | Add +100.2% | 1,103 | $167K |
| Rothschild Wealth LLC | 0.05% | Reduce -51.5% | 15,299 | $160K |
| Rothschild Investment LLC | 0.01% | No change | 1,039 | $158K |
| Main Street Group, LTD | 0.07% | Reduce -0.1% | 1,029 | $156K |
| Signaturefd, LLC | 0.00% | Reduce -3.1% | 1,011 | $153K |
| Bessemer Group Inc. | 0.00% | No change | 1,001 | $152K |
| Ransom Advisory, Ltd | 0.07% | No change | 1,000 | $152K |
| Caitlin John, LLC | 0.10% | No change | 942 | $151K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -5.7% | 987 | $150K |
| Larson Financial Group LLC | 0.01% | No change | 984 | $149K |
| IAG Wealth Partners, LLC | 0.03% | No change | 978 | $148K |
| Hemington Wealth Management | 0.04% | New | 985 | $148K |
| Founders Capital Management | 0.09% | No change | 949 | $144K |
| Optimum Investment Advisors | 0.06% | No change | 938 | $142K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 936 | $142K |
| SIMA Wealth Partners, LLC | 0.12% | No change | 900 | $136K |
| Hanson & Doremus Investment Management | 0.02% | No change | 896 | $136K |
| VitalStone Financial, LLC | 0.09% | Reduce -6.5% | 878 | $133K |
| Planned Solutions, Inc. | 0.05% | New | 878 | $133K |
| Colonial Trust Advisors | 0.01% | No change | 846 | $128K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -2.3% | 840 | $127K |
| REAP Financial Group, LLC | 0.03% | Reduce -18.5% | 838 | $127K |
| Future Financial Wealth Managment LLC | 0.09% | New | 805 | $122K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 776 | $118K |
| Caldwell Trust Co | 0.01% | No change | 760 | $115K |
| Bokf, NA | 0.00% | No change | 765 | $115K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 720 | $109K |
| Zions Bancorporation, N.A. | 0.01% | No change | 702 | $106K |
| Continuum Advisory, LLC | 0.01% | Reduce -21.9% | 660 | $105K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -1.3% | 691 | $105K |
| Arlington Trust Co LLC | 0.02% | No change | 688 | $104K |
| Criterion Capital Advisors, LLC | 0.07% | No change | 691 | $104K |
| NBT Bank, N.A. | 0.01% | No change | 684 | $104K |
| Armstrong Advisory Group, Inc. | 0.01% | New | 648 | $98K |
| Angeles Wealth Management, LLC | 0.01% | Add +0.2% | 646 | $98K |
| Wintrust Investments LLC | 0.07% | Reduce -90.1% | 640 | $97K |
| Fortitude Family Office, LLC | 0.04% | Add +609.1% | 624 | $95K |
| MTM Investment Management, LLC | 0.04% | No change | 607 | $92K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 607 | $92K |
| Burkett Financial Services, LLC | 0.04% | Add +0.2% | 604 | $92K |
| Northwest Financial Advisors | 0.07% | New | 600 | $91K |
| Truvestments Capital LLC | 0.02% | New | 587 | $89K |
| Realta Investment Advisors | 0.04% | Reduce -83.3% | 552 | $87K |
| Brown Brothers Harriman & Co. | 0.00% | Add +81.7% | 545 | $83K |
| CKW Financial Group | 0.01% | No change | 540 | $80K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -25.8% | 501 | $79K |
| Creekmur Asset Management LLC | 0.02% | No change | 460 | $70K |
| SYM FINANCIAL Corp | 0.01% | No change | 453 | $69K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 434 | $66K |
| Davis Capital Management | 0.05% | Add +10.6% | 429 | $65K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 415 | $63K |
| Legacy Investment Solutions, LLC | 0.04% | — | 392 | $63K |
| Legacy Wealth Managment, LLC | 0.04% | — | 392 | $63K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 412 | $62K |
| Family Asset Management, LLC | 0.04% | Reduce -22.0% | 408 | $62K |
| Adirondack Trust Co. | 0.02% | No change | 402 | $61K |
| West Paces Advisors Inc. | 0.01% | No change | 400 | $61K |
| Centennial Bank | 0.03% | No change | 396 | $60K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 394 | $60K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 386 | $59K |
| Loomis Sayles & Co. L P | 0.00% | No change | 369 | $56K |
| Financial Network Wealth Advisors LLC | 0.05% | No change | 361 | $55K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -9.1% | 361 | $55K |
| Private Capital Management LLC | 0.01% | New | 355 | $54K |
| Activest Wealth Management | 0.02% | New | 345 | $52K |
| PSI Advisors, LLC | 0.02% | No change | 340 | $52K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 335 | $51K |
| Authentikos Wealth Advisory, LLC | 0.05% | New | 327 | $50K |
| SouthState Bank Corp | 0.00% | No change | 320 | $49K |
| Balentine LLC | 0.00% | No change | 293 | $44K |
| Pacifica Partners Inc. | 0.02% | No change | 280 | $42K |
| Tucker Asset Management LLC | 0.01% | Reduce -75.9% | 278 | $42K |
| TrinityBridge Ltd | 0.00% | Add +57.1% | 275 | $42K |
| Element Wealth, LLC | 0.02% | No change | 276 | $42K |
| GoalVest Advisory LLC | 0.01% | No change | 270 | $41K |
| FIL Ltd | 0.00% | Reduce -99.5% | 233 | $35K |
| Richardson Capital Management LLC | 0.02% | No change | 218 | $33K |
| Clear Point Advisors Inc. | 0.02% | No change | 209 | $32K |
| Arax Advisory Partners | 0.00% | Add +237.7% | 206 | $31K |
| Investors Research Corp | 0.01% | No change | 205 | $31K |
| Tidemark, LLC | 0.01% | Reduce -43.7% | 193 | $29K |
| Phillips Financial Management, LLC | 0.00% | Add +1545.5% | 181 | $27K |
| Park Place Capital Corp | 0.01% | No change | 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% | Reduce -2.6% | 152 | $23K |
| JDM Financial Group LLC | 0.01% | No change | 151 | $23K |
| City Holding Co. | 0.00% | No change | 150 | $23K |
| Lindbrook Capital, LLC | 0.00% | New | 139 | $21K |
| Dunhill Financial, LLC | 0.01% | No change | 136 | $21K |
| Wells Financial Advisors INC | 0.03% | Reduce -97.2% | 132 | $20K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 126 | $19K |
| MCF Advisors LLC | 0.00% | New | 125 | $19K |
| Halpern Financial, Inc. | 0.00% | No change | 120 | $18K |
| Abich Financial Wealth Management LLC | 0.04% | New | 115 | $17K |
| Brooklyn Investment Group | 0.01% | New | 108 | $16K |
| Joseph Group Capital Management | 0.01% | No change | 106 | $16K |
| Beacon Capital Management, LLC | 0.00% | New | 103 | $16K |
| Morse Asset Management, Inc | 0.00% | New | 100 | $15K |
| Thompson Investment Management, Inc. | 0.00% | No change | 97 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -42.8% | 95 | $14K |
| Armor Investment Advisors, LLC | 0.01% | No change | 92 | $14K |
| American National Bank & Trust | 0.00% | No change | 92 | $14K |
| Tompkins Financial Corp. | 0.00% | Reduce -24.6% | 92 | $14K |
| Albion Financial Group | 0.00% | No change | 87 | $13K |
| Evermay Wealth Management LLC | 0.00% | New | 85 | $13K |
| Heritage Wealth Advisors | 0.00% | No change | 85 | $13K |
| Castleview Partners, LLC | 0.01% | No change | 74 | $11K |
| Slocum, Gordon & Co LLP | 0.00% | No change | 68 | $10K |
| Grand Wealth Management, LLC | 0.01% | New | 67 | $10K |
| Chesapeake Asset Management LLC | 0.01% | Add +11.9% | 66 | $10K |
| ESL Trust Services, LLC | 0.00% | No change | 60 | $9K |
| POM Investment Strategies, LLC | 0.01% | No change | 57 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 52 | $8K |
| Hobbs Group Advisors, LLC | 0.00% | New | 49 | $7K |
| Smithfield Trust Co | 0.00% | No change | 47 | $7K |
| Archer Investment Corp | 0.00% | No change | 46 | $7K |
| Evergreen Private Wealth LLC | 0.00% | No change | 45 | $7K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 43 | $7K |
| Hartford Financial Management Inc. | 0.00% | New | 38 | $6K |
| Country Trust Bank | 0.00% | No change | 38 | $6K |
| Peterson Financial Group, Inc. | 0.02% | New | 33 | $5K |
| Van Eck Associates Corp. | 0.00% | No change | 32 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 23 | $3K |
| Darwin Wealth Management, LLC | 0.00% | New | 19 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 19 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 18 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 15 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 16 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 10 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 9 | $1K |
| Indiana Trust & Investment Management Co | 0.00% | New | 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% | No change | 8 | $1K |
| Oarsman Capital, Inc. | 0.00% | New | 7 | $1K |
| Oakworth Capital, Inc. | 0.00% | No change | 7 | $1K |
| Howe & Rusling Inc. | 0.00% | New | 6 | $910 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $607 |
| Glen Eagle Advisors, LLC | 0.00% | New | 4 | $606 |
| China Universal Asset Management Co., Ltd. | 0.00% | Reduce -99.9% | 1 | $152 |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.