iShares Ustechnology ETFIYWETF
13F holders, Q4 2024 (December 31)1,152holders +79
55new positions
43sold out
5famous investors
$159.48avg. 13F price*
At the end of Q4 2024, 1,152 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 79 from Q3 2024. 55 opened new positions and 43 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), Morgan Stanley ($933.6M) and LPL Financial LLC ($815.4M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Ustechnology ETF
- CUSIP
- 464287721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $32.9M |
| Exits | 43 | $102.1M |
All 13F filers, Q3 2024 → Q4 2024: 4,306,675 shares bought and 5,312,549 shares sold, net −1,005,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,152 holders
| Envestnet Asset Management Inc. | 0.52% | Reduce -5.1% | 10,190,956 | $1.6B |
| Morgan Stanley | 0.07% | Reduce -0.1% | 5,852,278 | $933.6M |
| LPL Financial LLC | 0.33% | Add +23.7% | 5,111,322 | $815.4M |
| PGIM Custom Harvest LLC | 13.52% | Reduce -4.1% | 4,336,753 | $691.8M |
| Bank of America Corp. | 0.06% | Add +0.6% | 4,297,527 | $685.5M |
| JPMorgan Chase & Co. | 0.04% | Add +10.1% | 3,420,965 | $545.7M |
| UBS Group AG | 0.07% | Reduce -0.9% | 1,952,305 | $311.4M |
| Raymond James Financial Inc. | 0.09% | — | 1,605,731 | $256.1M |
| Wells Fargo & Company | 0.05% | Add +14.2% | 1,423,744 | $227.1M |
| Dynasty Wealth Management, LLC | 3.86% | Add +54.8% | 1,404,039 | $224.0M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Reduce -1.5% | 1,254,978 | $200.2M |
| Ameriprise Financial Inc. | 0.05% | Reduce -3.5% | 1,198,391 | $191.1M |
| Cwm, LLC | 0.71% | Reduce -2.2% | 1,079,917 | $172.3M |
| Royal Bank of Canada | 0.04% | Reduce -14.2% | 1,072,099 | $171.0M |
| Park Avenue Securities LLC | 1.53% | Add +2.0% | 931,780 | $148.6M |
| Commonwealth Equity Services, LLC | 0.20% | Add +1.6% | 873,105 | $139.3M |
| MML Investors Services, LLC | 0.47% | Add +3.0% | 850,386 | $135.7M |
| RiverFront Investment Group, LLC | 2.95% | Add +5.1% | 812,668 | $129.6M |
| BlackRock, Inc. | 0.00% | Reduce -43.2% | 810,617 | $129.3M |
| HSBC Holdings PLC | 0.08% | Add +682.9% | 763,232 | $121.8M |
| Two Sigma Investments, LP | 0.28% | Add +19.0% | 737,924 | $117.7M |
| Cetera Investment Advisers | 0.23% | Reduce -4.8% | 692,586 | $110.5M |
| OneDigital Investment Advisors LLC | 1.22% | Reduce -8.0% | 657,463 | $104.9M |
| Janney Montgomery Scott LLC | 0.27% | Reduce -2.6% | 607,648 | $96.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +3.2% | 583,027 | $93.0M |
| Sagespring Wealth Partners, LLC | 2.38% | — | 565,671 | $90.2M |
| Parker Investment Management, LLC | 13.47% | Add +1.1% | 541,925 | $86.4M |
| NewEdge Advisors, LLC | 0.50% | Add +18.0% | 526,572 | $84.0M |
| Stifel Financial Corp. | 0.08% | Add +6.7% | 496,590 | $79.2M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -13.4% | 479,122 | $76.4M |
| Osaic Holdings, Inc. | 0.15% | Add +10.6% | 450,092 | $67.0M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.3% | 389,359 | $62.1M |
| HighTower Advisors, LLC | 0.08% | Add +1.6% | 366,122 | $58.4M |
| Quotient Wealth Partners, LLC | 1.90% | Add +1.3% | 364,362 | $58.1M |
| Avantax Advisory Services, Inc. | 0.36% | Add +3.4% | 362,009 | $57.7M |
| Portfolio Strategies, Inc. | 8.01% | Reduce -1.7% | 353,960 | $56.5M |
| Kestra Advisory Services, LLC | 0.31% | Add +9.1% | 351,433 | $56.1M |
| United Capital Financial Advisors, LLC | 0.47% | Reduce -6.9% | 349,564 | $55.8M |
| Bank of New York Mellon Corp | 0.01% | Add +0.0% | 345,595 | $55.1M |
| Captrust Financial Advisors | 0.16% | Reduce -4.9% | 345,087 | $55.0M |
| Sanctuary Advisors, LLC | 0.34% | Add +9.4% | 334,123 | $53.6M |
| CW Advisors, LLC | 0.73% | Add +1.7% | 330,921 | $52.8M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -0.2% | 275,408 | $44.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +12.0% | 272,595 | $43.5M |
| JB Capital LLC | 2.34% | Reduce -3.0% | 261,921 | $41.8M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -11.6% | 255,741 | $40.8M |
| Foundations Investment Advisors, LLC | 0.78% | Reduce -1.5% | 253,382 | $40.4M |
| Atlas Legacy Advisors, LLC | 9.28% | — | 240,052 | $38.3M |
| Private Advisor Group, LLC | 0.19% | Add +3.2% | 208,775 | $33.3M |
| Apexium Financial, LP | 2.00% | Add +1.0% | 206,846 | $33.0M |
| Howard Capital Management Group, LLC | 2.23% | Reduce -2.1% | 204,423 | $32.6M |
| First Merchants Corp. | 1.21% | Reduce -1.1% | 197,391 | $31.5M |
| Mariner, LLC | 0.05% | Add +8.8% | 187,947 | $30.0M |
| Stratos Wealth Partners, LTD. | 0.42% | Reduce -4.9% | 184,887 | $29.5M |
| Advocacy Wealth Management, LLC | 2.09% | Add +6.5% | 172,049 | $27.4M |
| Commerce Bank | 0.17% | Reduce -1.5% | 171,496 | $27.4M |
| Advisory Services Network, LLC | 0.48% | Reduce -10.5% | 161,921 | $25.8M |
| Truist Financial Corp. | 0.04% | Add +1.9% | 155,631 | $24.8M |
| Atria Wealth Solutions, Inc. | 0.27% | Reduce -4.8% | 151,613 | $24.2M |
| AE Wealth Management LLC | 0.18% | Reduce -21.6% | 136,517 | $21.8M |
| CreativeOne Wealth, LLC | 0.66% | Reduce -3.0% | 135,146 | $21.6M |
| SPC Financial, Inc. | 1.87% | Reduce -0.5% | 134,804 | $21.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +18.5% | 127,506 | $20.3M |
| Perigon Wealth Management, LLC | 0.49% | Reduce -1.1% | 126,404 | $20.1M |
| Austin Private Wealth, LLC | 1.87% | Add +0.3% | 124,724 | $19.9M |
| Creative Planning | 0.02% | Add +6.0% | 123,810 | $19.8M |
| Prospera Financial Services Inc | 0.45% | Add +1.8% | 120,247 | $19.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.5% | 119,896 | $19.1M |
| MA Private Wealth | 3.52% | Add +0.8% | 118,089 | $18.8M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -30.6% | 116,516 | $18.6M |
| Capital Investment Advisors, LLC | 0.38% | Reduce -2.6% | 115,955 | $18.5M |
| US Bancorp \de | 0.02% | Reduce -5.7% | 112,429 | $17.9M |
| Tritonpoint Wealth, LLC | 1.62% | Add +5.1% | 112,066 | $17.9M |
| J.W. Cole Advisors, Inc. | 0.72% | Reduce -42.6% | 111,842 | $17.8M |
| Atria Investments, Inc | 0.22% | Reduce -5.9% | 111,813 | $17.8M |
| Perennial Investment Advisors, LLC | 2.10% | Add +44.1% | 111,366 | $17.8M |
| IHT Wealth Management, LLC | 0.57% | Add +0.7% | 110,711 | $17.7M |
| Stillwater Capital Advisors, LLC | 2.17% | Reduce -0.0% | 109,743 | $17.5M |
| First Citizens Financial Corp | 8.97% | Reduce -2.0% | 103,631 | $16.5M |
| Jones Financial Companies LLLP | 0.02% | Add +45.8% | 102,930 | $16.4M |
| Compound Planning, Inc. | 0.83% | Add +10.8% | 102,841 | $16.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.33% | Add +8.1% | 102,687 | $16.4M |
| Bank of Montreal | 0.01% | Reduce -5.0% | 101,256 | $16.2M |
| Equitable Holdings, Inc. | 0.15% | Add +7.5% | 98,676 | $15.7M |
| CFS Investment Advisory Services, LLC | 1.41% | Reduce -4.5% | 98,408 | $15.7M |
| Farther Finance Advisors, LLC | 0.56% | Reduce -4.5% | 97,306 | $15.5M |
| Icon Wealth Advisors, LLC | 1.27% | Reduce -4.4% | 96,742 | $15.4M |
| Mendel Capital Management LLC | 9.23% | Reduce -2.3% | 95,392 | $15.2M |
| Lifelong Wealth Advisors, Inc. | 6.83% | — | 95,440 | $15.2M |
| First Horizon Advisors, Inc. | 0.40% | Reduce -7.5% | 90,468 | $14.4M |
| Partners Capital Investment Group, LLP | 0.39% | Reduce -16.1% | 88,808 | $14.2M |
| Ciovacco Capital Management LLC | 8.05% | Add +0.1% | 88,325 | $14.1M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -2.4% | 83,898 | $13.5M |
| Horst & Graben Wealth Management LLC | 2.39% | Reduce -6.6% | 84,087 | $13.4M |
| One Wealth Advisors, LLC | 1.97% | Reduce -0.1% | 83,423 | $13.3M |
| Merit Financial Group, LLC | 0.24% | Add +93.5% | 83,397 | $13.3M |
| Guerra Advisors Inc | 7.16% | — | 80,914 | $12.9M |
| Corient Private Wealth LP | 0.02% | Reduce -18.1% | 80,437 | $12.8M |
| Commonwealth Financial Services, LLC | 2.50% | Reduce -24.4% | 80,011 | $12.8M |
| Patton Albertson Miller Group, LLC | 1.70% | Add +26.4% | 79,673 | $12.7M |
| Integrity Alliance, Llc. | 1.36% | — | 78,439 | $12.5M |
| Security Financial Services, INC. | 2.53% | Reduce -3.9% | 78,021 | $12.4M |
| Strategic Blueprint, LLC | 0.73% | Reduce -1.9% | 77,299 | $12.3M |
| Gries Financial LLC | 2.18% | Reduce -2.8% | 76,871 | $12.3M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +4.5% | 75,881 | $12.1M |
| HC Advisors, LLC | 9.67% | Add +1.8% | 75,529 | $12.0M |
| Richard P Slaughter Associates Inc | 2.67% | Reduce -0.2% | 74,616 | $11.9M |
| Buttonwood Financial Group, LLC | 6.49% | Reduce -2.3% | 71,132 | $11.7M |
| West Wealth Group, LLC | 3.47% | Add +3.0% | 72,940 | $11.6M |
| National Bank of Canada | 0.01% | Add +0.8% | 72,451 | $11.6M |
| Modern Wealth Management, LLC | 0.43% | Add +25.1% | 72,327 | $11.5M |
| SteelPeak Wealth, LLC | 0.48% | Reduce -5.5% | 72,270 | $11.5M |
| Pettinga Financial Advisors LLC | 2.57% | Reduce -6.2% | 71,216 | $11.4M |
| Rollins Financial Advisors, LLC | 1.76% | Reduce -9.6% | 70,548 | $11.3M |
| Sandy Spring Bank | 0.45% | Reduce -1.8% | 70,337 | $11.2M |
| Brookstone Capital Management | 0.16% | Reduce -5.5% | 69,332 | $11.1M |
| Stonebridge Financial Planning Group, LLC | 4.93% | Reduce -4.7% | 69,196 | $11.0M |
| FMR LLC | 0.00% | Add +7.3% | 67,201 | $10.7M |
| High Falls Advisors, Inc | 2.41% | Reduce -5.8% | 65,070 | $10.4M |
| Scarborough Advisors, LLC | 1.43% | Reduce -4.0% | 63,404 | $10.1M |
| Signature Wealth Management Partners, LLC | 6.88% | Reduce -0.3% | 62,825 | $10.0M |
| Mechanics Bank Trust Department | 1.33% | Add +0.1% | 62,584 | $10.0M |
| Sharkey, Howes & Javer | 1.39% | Reduce -0.8% | 62,045 | $9.9M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -4.5% | 61,906 | $9.9M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -4.5% | 61,906 | $9.9M |
| Cahill Financial Advisors Inc. | 1.34% | Add +5.7% | 61,900 | $9.9M |
| Gitterman Wealth Management, LLC | 4.12% | Reduce -0.1% | 61,811 | $9.9M |
| &partners | 0.11% | Add +22.6% | 58,906 | $9.6M |
| Stone House Investment Management, LLC | 2.42% | Reduce -18.8% | 59,645 | $9.5M |
| Keebeck Wealth Management | 1.37% | Add +0.1% | 59,490 | $9.5M |
| MAI Capital Management | 0.07% | Add +177.6% | 58,073 | $9.3M |
| Finley Financial, LLC | 4.79% | — | 57,421 | $9.2M |
| Principal Securities, Inc. | 0.20% | Add +20.3% | 56,500 | $9.0M |
| Schroder Investment Management Group | 0.01% | No change | 55,115 | $8.9M |
| Spire Wealth Management | 0.27% | Add +0.2% | 55,310 | $8.8M |
| Comerica Bank | 0.04% | Reduce -1.2% | 54,781 | $8.7M |
| Signify Wealth | 9.79% | Add +5.6% | 54,361 | $8.7M |
| Blue Trust, Inc. | 0.11% | Reduce -20.4% | 53,945 | $8.6M |
| Lido Advisors, LLC | 0.05% | Reduce -6.7% | 53,673 | $8.6M |
| Concurrent Investment Advisors, LLC | 0.23% | Reduce -8.6% | 53,538 | $8.5M |
| Kelly Financial Services LLC | 3.04% | Reduce -0.6% | 52,802 | $8.4M |
| Cadent Capital Advisors, LLC | 2.93% | Add +0.6% | 52,628 | $8.4M |
| Prostatis Group LLC | 2.43% | Reduce -2.7% | 52,311 | $8.3M |
| Financial Life Advisors | 3.13% | Reduce -0.2% | 52,309 | $8.3M |
| Cypress Wealth Services, LLC | 1.67% | Reduce -1.8% | 52,284 | $8.3M |
| Bleakley Financial Group, LLC | 0.25% | Reduce -0.8% | 52,227 | $8.3M |
| Cerity Partners LLC | 0.02% | Add +63.9% | 51,871 | $8.3M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.4% | 51,115 | $8.2M |
| Invst, LLC | 0.99% | Reduce -2.0% | 50,999 | $8.1M |
| Perkins Coie Trust Co | 1.79% | Reduce -0.6% | 50,924 | $8.1M |
| Jackson Wealth Management, LLC | 0.91% | Add +19.9% | 50,410 | $8.0M |
| WCG Wealth Advisors LLC | 0.53% | Reduce -2.1% | 50,216 | $8.0M |
| Canada Pension Plan Investment Board | 0.01% | No change | 50,000 | $8.0M |
| Johnson Investment Counsel Inc. | 0.08% | Add +10.4% | 48,959 | $7.8M |
| Wealth Alliance, LLC | 0.93% | Reduce -3.3% | 48,946 | $7.8M |
| EverSource Wealth Advisors, LLC | 0.44% | Add +7.8% | 48,632 | $7.8M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +8.6% | 48,369 | $7.7M |
| J.Safra Asset Management Corp | 0.63% | No change | 47,904 | $7.7M |
| Cary Street Partners Financial LLC | 0.25% | — | 47,763 | $7.6M |
| Certuity, LLC | 0.83% | Add +28.9% | 47,716 | $7.6M |
| Fifth Third Securities, Inc. | 0.64% | Add +7.4% | 47,559 | $7.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.11% | Reduce -13.8% | 47,135 | $7.5M |
| ONE Advisory Partners, LLC | 3.33% | Reduce -4.9% | 47,088 | $7.5M |
| Spectrum Wealth Counsel, LLC | 0.88% | Reduce -7.3% | 46,897 | $7.5M |
| Liberty Wealth Management LLC | 1.24% | Reduce -6.1% | 46,533 | $7.4M |
| Ashton Thomas Private Wealth, LLC | 0.29% | Add +1170.2% | 46,262 | $7.4M |
| Keystone Financial Services | 2.80% | Add +1.1% | 45,790 | $7.3M |
| Scotia Capital Inc. | 0.04% | Add +2.5% | 45,764 | $7.3M |
| Physician Wealth Advisors, Inc. | 1.23% | Reduce -4.3% | 45,718 | $7.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 45,432 | $7.2M |
| Ascent Group, LLC | 0.54% | Reduce -0.1% | 45,171 | $7.2M |
| Cottonwood Capital Advisors, LLC | 5.16% | Add +0.2% | 45,069 | $7.2M |
| Kickstand Ventures, Llc. | 1.83% | Reduce -4.1% | 44,842 | $7.2M |
| TSA Wealth Managment LLC | 2.90% | Reduce -4.0% | 44,762 | $7.1M |
| RFG Advisory, LLC | 0.20% | Add +6.4% | 44,734 | $7.1M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +0.3% | 43,078 | $6.9M |
| Pittenger & Anderson Inc. | 0.25% | No change | 43,015 | $6.9M |
| Apollon Wealth Management, LLC | 0.16% | Reduce -66.3% | 42,963 | $6.9M |
| Beacon Financial Group | 0.73% | Add +2.7% | 42,767 | $6.8M |
| Focus Financial Network, Inc. | 0.27% | Reduce -23.2% | 42,658 | $6.8M |
| Summit X, LLC | 1.51% | Reduce -7.1% | 42,584 | $6.8M |
| Snowden Capital Advisors LLC | 0.21% | Reduce -6.0% | 42,514 | $6.8M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Reduce -33.3% | 42,398 | $6.8M |
| Assetmark, Inc. | 0.02% | Add +52.6% | 42,158 | $6.7M |
| Baird Financial Group, Inc. | 0.01% | Add +3.0% | 41,868 | $6.7M |
| Simmons Bank | 0.48% | Reduce -1.1% | 41,080 | $6.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -46.5% | 40,850 | $6.5M |
| Variant Private Wealth, LLC | 6.21% | — | 40,796 | $6.5M |
| First Heartland Consultants, Inc. | 0.67% | Add +15.2% | 40,669 | $6.5M |
| Creative Financial Designs Inc. | 0.52% | Add +0.1% | 39,738 | $6.3M |
| PAX Financial Group, LLC | 1.13% | Add +0.8% | 39,717 | $6.3M |
| Essex LLC | 1.33% | Reduce -7.1% | 39,705 | $6.3M |
| KWB Wealth | 0.78% | Reduce -13.7% | 41,253 | $6.3M |
| Independent Financial Group, LLC | 0.21% | Add +14.5% | 38,940 | $6.2M |
| Berkeley Capital Partners, LLC | 1.71% | Add +2.9% | 38,530 | $6.1M |
| Three Seasons Wealth, LLC | 2.99% | Add +209.5% | 38,424 | $6.1M |
| Regal Investment Advisors LLC | 0.46% | Reduce -2.5% | 38,202 | $6.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.83% | Add +15.1% | 37,868 | $6.0M |
| M&T Bank Corp | 0.02% | Add +1.0% | 37,837 | $6.0M |
| Mutual Advisors, LLC | 0.17% | Reduce -2.3% | 37,903 | $6.0M |
| Empirical Asset Management, LLC | 1.94% | Reduce -0.7% | 36,643 | $5.8M |
| Centerline Wealth Advisors, LLC | 3.42% | — | 36,567 | $5.8M |
| Crown Wealth Group, LLC | 2.36% | Add +15.3% | 36,432 | $5.8M |
| Midwest Capital Advisors, LLC | 4.24% | — | 36,402 | $5.8M |
| Amundi | 0.00% | Add +9.1% | 35,920 | $5.8M |
| Tableaux LLC | 4.76% | — | 36,085 | $5.8M |
| WealthBridge Capital Management, LLC | 1.57% | Reduce -1.1% | 35,328 | $5.6M |
| Concourse Financial Group Securities, Inc. | 0.32% | Add +1.3% | 33,610 | $5.6M |
| Citadel Advisors | 0.01% | Add +84.0% | 34,328 | $5.5M |
| CoreCap Advisors, LLC | 0.25% | Reduce -35.7% | 33,959 | $5.4M |
| Ssi Investment Management LLC | 1.92% | Add +6.2% | 33,732 | $5.4M |
| IFP Advisors, Inc | 0.18% | Add +154.9% | 33,691 | $5.4M |
| Madrona Financial Services, LLC | 1.46% | Add +6.0% | 33,675 | $5.4M |
| Pettyjohn, Wood & White, Inc. | 0.98% | Reduce -0.4% | 33,457 | $5.3M |
| Legacy Financial Group LLC | 0.86% | Reduce -5.5% | 33,343 | $5.3M |
| PFG Investments, LLC | 0.33% | Add +131.8% | 33,269 | $5.3M |
| Staley Capital Advisers Inc. | 0.23% | Reduce -0.2% | 33,025 | $5.3M |
| Kilter Group LLC | 3.41% | — | 32,835 | $5.2M |
| Swmg, LLC | 2.09% | Add +8.9% | 31,544 | $5.2M |
| Schmidt P J Investment Management Inc. | 0.90% | Add +7.6% | 32,607 | $5.2M |
| Carnegie Investment Counsel | 0.15% | Reduce -1.8% | 32,284 | $5.1M |
| Sigma Planning Corp | 0.16% | Reduce -2.8% | 32,243 | $5.1M |
| AdvisorShares Investments LLC | 0.98% | Reduce -3.8% | 31,996 | $5.1M |
| Ameritas Advisory Services, LLC | 0.17% | Add +24.2% | 31,342 | $5.0M |
| Graypoint LLC | 0.30% | Reduce -0.6% | 30,958 | $4.9M |
| Founders Financial Securities LLC | 0.44% | Reduce -0.0% | 30,738 | $4.9M |
| Citigroup Inc. | 0.00% | Reduce -38.1% | 30,719 | $4.9M |
| Sovran Advisors, LLC | 0.69% | — | 30,987 | $4.9M |
| Maxwell Wealth Strategies Inc. | 1.98% | Add +3.0% | 30,400 | $4.8M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +212.6% | 30,266 | $4.8M |
| Maia Wealth LLC | 1.04% | Add +0.6% | 30,693 | $4.8M |
| Ewa, LLC | 1.81% | Add +8.0% | 30,200 | $4.8M |
| Avid Wealth Partners LLC | 3.41% | Reduce -6.7% | 30,086 | $4.8M |
| Western Wealth Management, LLC | 0.26% | Add +13.6% | 29,909 | $4.8M |
| Trek Financial, LLC | 0.35% | Reduce -48.0% | 29,792 | $4.8M |
| Cardinal Strategic Wealth Guidance | 1.51% | Reduce -6.3% | 29,681 | $4.7M |
| Runnymede Capital Advisors, Inc. | 4.13% | — | 29,655 | $4.7M |
| Blair William & Co. | 0.01% | Add +8.3% | 29,475 | $4.7M |
| Forte Asset Management LLC | 2.50% | Reduce -6.5% | 29,467 | $4.7M |
| Choreo, LLC | 0.07% | Reduce -5.0% | 29,289 | $4.7M |
| Rothschild Wealth LLC | 1.35% | Add +89.6% | 29,005 | $4.6M |
| Financial Freedom, LLC | 2.42% | Add +4.5% | 28,811 | $4.6M |
| Jaffetilchin Investment Partners, LLC | 0.33% | Add +0.2% | 28,703 | $4.6M |
| Beacon Bridge Wealth Partners, LLC | 1.94% | Add +1.0% | 28,626 | $4.6M |
| Montecito Bank & Trust | 0.78% | Add +1.1% | 28,344 | $4.5M |
| Ancora Advisors LLC | 0.10% | Add +13.7% | 28,331 | $4.5M |
| Bay Harbor Wealth Management, LLC | 1.46% | Add +0.2% | 28,271 | $4.5M |
| Avidian Wealth Enterprises, LLC | 0.20% | Reduce -1.6% | 28,124 | $4.5M |
| IFG Advisory, LLC | 0.25% | Reduce -1.9% | 27,979 | $4.5M |
| Central Pacific Bank - Trust Division | 0.61% | Add +10.2% | 27,972 | $4.5M |
| Baker Avenue Asset Management, LP | 0.14% | Add +14.3% | 27,744 | $4.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +13.3% | 27,689 | $4.4M |
| Country Club Bank | 0.29% | No change | 27,407 | $4.4M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | Add +0.5% | 27,576 | $4.4M |
| Financial Management Professionals, Inc. | 0.55% | Add +0.2% | 27,375 | $4.4M |
| Rathbones Group PLC | 0.02% | Reduce -4.0% | 26,921 | $4.3M |
| Triad Wealth Partners, LLC | 1.54% | Add +111.8% | 26,818 | $4.3M |
| WealthShield Partners, LLC | 0.61% | Reduce -2.6% | 26,797 | $4.3M |
| Gallagher Capital Advisors, LLC | 3.11% | — | 26,737 | $4.3M |
| Stephens Inc. | 0.06% | Add +3.0% | 26,652 | $4.3M |
| Parallel Advisors, LLC | 0.09% | Add +0.7% | 26,086 | $4.2M |
| Meridian Wealth Management, LLC | 0.20% | Add +64.7% | 26,021 | $4.2M |
| Apeiron RIA LLC | 1.15% | Add +20.0% | 25,757 | $4.1M |
| 1832 Asset Management L.P. | 0.01% | Reduce -97.9% | 25,707 | $4.1M |
| WBH Advisory Inc. | 0.38% | Reduce -1.8% | 25,559 | $4.1M |
| Harbour Investments, Inc. | 0.12% | Add +6.2% | 25,170 | $4.0M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -1.1% | 25,048 | $4.0M |
| Cibc World Market Inc. | 0.01% | Reduce -1.3% | 25,047 | $4.0M |
| Townsquare Capital LLC | 0.05% | Reduce -69.3% | 25,044 | $4.0M |
| Forthright Family Wealth Advisory LLC | 2.60% | Reduce -9.1% | 25,034 | $4.0M |
| TRUE Private Wealth Advisors | 0.48% | Reduce -12.9% | 24,858 | $4.0M |
| Mayflower Financial Advisors, LLC | 0.59% | Add +0.8% | 24,808 | $4.0M |
| Glenview Trust Co | 0.07% | Add +73.8% | 24,621 | $3.9M |
| Weinberger Asset Management, Inc | 1.62% | Add +0.1% | 24,367 | $3.9M |
| Koshinski Asset Management, Inc. | 0.33% | Reduce -16.4% | 24,254 | $3.9M |
| Eq LLC | 1.82% | Add +14.9% | 24,232 | $3.9M |
| Gilliland Jeter Wealth Management LLC | 1.30% | Reduce -1.1% | 24,086 | $3.8M |
| MMBG Investment Advisors Co. | 0.41% | Reduce -50.8% | 24,053 | $3.8M |
| DT Investment Partners, LLC | 0.32% | No change | 23,880 | $3.8M |
| Jane Street Group, LLC | 0.01% | Add +509.6% | 23,153 | $3.7M |
| ShoreHaven Wealth Partners, LLC | 1.73% | Reduce -2.1% | 22,986 | $3.7M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +1664.5% | 22,938 | $3.7M |
| Secure Asset Management, LLC | 0.55% | Reduce -5.0% | 22,901 | $3.7M |
| Sunbelt Securities, Inc. | 0.32% | Reduce -8.6% | 22,472 | $3.6M |
| Sowell Financial Services LLC | 0.19% | Add +19.8% | 22,587 | $3.6M |
| Laidlaw Wealth Management LLC | 1.56% | No change | 22,403 | $3.6M |
| International Assets Investment Management, LLC | 0.30% | Add +6.4% | 22,393 | $3.6M |
| Dale Q Rice Investment Management Ltd | 1.57% | — | 22,380 | $3.6M |
| Global Retirement Partners, LLC | 0.10% | Add +29.8% | 22,337 | $3.6M |
| Independent Advisor Alliance | 0.05% | New | 22,249 | $3.5M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -3.4% | 21,953 | $3.5M |
| Acropolis Investment Management, LLC | 0.20% | Reduce -0.7% | 21,466 | $3.4M |
| Tradition Wealth Management, LLC | 0.30% | Reduce -3.6% | 21,406 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +5.5% | 21,198 | $3.4M |
| Keybank National Association | 0.01% | Reduce -1.4% | 21,192 | $3.4M |
| Quadrant Private Wealth Management, LLC | 0.83% | Add +19.5% | 21,048 | $3.4M |
| Valmark Advisers, Inc. | 0.05% | Add +29.4% | 20,967 | $3.3M |
| SigFig Wealth Management, LLC | 0.12% | Reduce -1.8% | 20,742 | $3.3M |
| Smartleaf Asset Management LLC | 0.34% | Add +25.2% | 20,548 | $3.3M |
| Ieq Capital, LLC | 0.03% | No change | 20,678 | $3.3M |
| Nwam LLC | 0.20% | Add +4.5% | 20,616 | $3.3M |
| Northeast Financial Consultants Inc | 0.14% | No change | 20,563 | $3.3M |
| Financial Counselors Inc. | 0.05% | Reduce -8.9% | 20,093 | $3.2M |
| Cobblestone Asset Management LLC | 2.09% | Reduce -10.3% | 20,071 | $3.2M |
| Clifford Swan Investment Counsel LLC | 0.11% | No change | 20,000 | $3.2M |
| D.A. Davidson & Co. | 0.03% | Add +2.0% | 19,421 | $3.1M |
| True Vision MN LLC | 1.84% | Reduce -2.3% | 19,403 | $3.1M |
| Hobbs Wealth Management, LLC | 3.53% | — | 19,347 | $3.1M |
| Natixis Advisors, LLC | 0.01% | Add +19.8% | 19,333 | $3.1M |
| Laurel Wealth Advisors LLC | 0.48% | Add +2.1% | 19,192 | $3.1M |
| Capital Advisory Group Advisory Services, LLC | 1.09% | Add +10.0% | 19,051 | $3.0M |
| Quest 10 Wealth Builders, Inc. | 3.02% | — | 19,021 | $3.0M |
| One Wealth Capital Management, LLC | 1.54% | — | 19,011 | $3.0M |
| Gen-Wealth Partners Inc | 1.30% | Add +0.8% | 18,902 | $3.0M |
| KKM Financial LLC | 1.25% | Reduce -16.2% | 18,851 | $3.0M |
| Condor Capital Management | 0.26% | Reduce -2.1% | 18,808 | $3.0M |
| Connecticut Wealth Management, LLC | 0.15% | No change | 18,788 | $3.0M |
| BridgePort Financial Solutions, LLC | 1.35% | — | 19,662 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -20.3% | 18,699 | $3.0M |
| Pinnacle Associates Ltd. | 0.04% | Add +0.2% | 18,663 | $3.0M |
| Csenge Advisory Group | 0.16% | Reduce -6.3% | 18,479 | $2.9M |
| True Freedom Investing, LLC | 1.27% | — | 18,307 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +3.2% | 18,276 | $2.9M |
| Shared Vision Wealth Group LLC | 1.53% | Reduce -3.7% | 18,248 | $2.9M |
| Parsons Capital Management Inc. | 0.16% | No change | 18,047 | $2.9M |
| M1 Capital Management LLC | 1.55% | — | 17,979 | $2.9M |
| Caprock Group, LLC | 0.09% | Add +237.4% | 17,885 | $2.9M |
| Matthew Goff Investment Advisor, LLC | 0.53% | Reduce -0.3% | 17,841 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +17.2% | 17,832 | $2.8M |
| Spectrum Planning & Advisory Services Inc. | 2.47% | Reduce -5.0% | 17,828 | $2.8M |
| Capital Analysts, LLC | 0.11% | Add +6.9% | 17,802 | $2.8M |
| EP Wealth Advisors, LLC | 0.02% | Add +39.4% | 17,714 | $2.8M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -9.1% | 17,589 | $2.8M |
| First United Bank & Trust | 1.01% | Reduce -0.8% | 17,483 | $2.8M |
| Mosley Wealth Management | 1.71% | Add +0.3% | 17,179 | $2.8M |
| Flow Traders U.S. LLC | 0.11% | New | 17,102 | $2.7M |
| First Hawaiian Bank | 0.09% | Add +13.3% | 16,888 | $2.7M |
| Promethium Advisors,llc | 1.84% | No change | 16,870 | $2.7M |
| Mgo One Seven LLC | 0.10% | Reduce -4.2% | 16,762 | $2.7M |
| Montis Financial, LLC | 0.83% | Reduce -16.0% | 16,753 | $2.7M |
| Terra Nova Asset Management LLC | 2.01% | Add +0.8% | 16,578 | $2.6M |
| Flagstar Securities, Inc. | 0.66% | Add +12.9% | 16,541 | $2.6M |
| Haverford Trust Co | 0.03% | No change | 16,429 | $2.6M |
| Tempus Wealth Planning, LLC | 0.80% | Reduce -0.9% | 16,405 | $2.6M |
| Certus Wealth Management, LLC | 1.74% | Reduce -2.8% | 15,942 | $2.6M |
| Ayalon Insurance Comp Ltd. | 0.80% | No change | 16,230 | $2.6M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.8% | 16,088 | $2.6M |
| JFS Wealth Advisors, LLC | 0.18% | Add +1.6% | 16,088 | $2.6M |
| Lane & Associates LLC | 1.32% | Add +10.5% | 16,001 | $2.6M |
| W Advisors, LLC | 1.58% | Add +1.9% | 15,980 | $2.5M |
| Brown Advisory Inc. | 0.00% | Reduce -1.0% | 15,861 | $2.5M |
| Conservest Capital Advisors, Inc. | 0.26% | Reduce -2.1% | 15,812 | $2.5M |
| First Manhattan Co. Llc. | 0.01% | New | 15,739 | $2.5M |
| Collier Financial | 2.24% | — | 15,726 | $2.5M |
| Strategic Equity Management | 1.05% | Add +9.9% | 15,650 | $2.5M |
| SWP Financial LLC | 1.51% | New | 15,650 | $2.5M |
| Citizens Financial Group Inc. | 0.05% | Add +2.6% | 15,546 | $2.5M |
| Davis Wealth Advisors, LLC | 2.72% | — | 15,499 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -43.4% | 15,477 | $2.5M |
| Kingswood Wealth Advisors, LLC | 0.18% | Add +6.4% | 15,368 | $2.5M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +2.5% | 15,342 | $2.4M |
| Leeward Financial Partners, LLC | 0.87% | No change | 15,302 | $2.4M |
| Unique Wealth, LLC | 0.51% | Add +93.5% | 15,216 | $2.4M |
| Adell Harriman & Carpenter Inc. | 0.17% | Reduce -5.0% | 15,100 | $2.4M |
| Private Trust Co. NA | 0.25% | Reduce -7.2% | 15,082 | $2.4M |
| Benjamin Edwards Inc. | 0.03% | Reduce -0.3% | 15,024 | $2.4M |
| Duncker Streett & Co. Inc. | 0.44% | Reduce -7.4% | 15,010 | $2.4M |
| Fort Point Capital Partners LLC | 0.27% | Add +0.6% | 15,006 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +642.5% | 14,999 | $2.4M |
| Keystone Wealth Services, LLC | 0.63% | Add +0.0% | 14,956 | $2.4M |
| Virtue Capital Management, LLC | 0.48% | Reduce -2.5% | 14,945 | $2.4M |
| Joel Isaacson & Co., LLC | 0.11% | Add +0.0% | 14,923 | $2.4M |
| Transamerica Financial Advisors, LLC | 0.23% | Reduce -0.8% | 14,863 | $2.4M |
| HB Wealth Management, LLC | 0.02% | Reduce -0.5% | 14,806 | $2.4M |
| Vertex Planning Partners, LLC | 0.52% | Add +4.4% | 14,777 | $2.4M |
| Second Half Financial Partners, LLC | 1.15% | New | 14,753 | $2.4M |
| My Legacy Advisors, LLC | 0.91% | Reduce -3.0% | 14,615 | $2.3M |
| Firethorn Wealth Partners, LLC | 1.16% | Reduce -5.9% | 14,658 | $2.3M |
| FFG Retirement Advisors LLC | 1.52% | Reduce -3.5% | 14,570 | $2.3M |
| Elevation Point Wealth Partners, LLC | 0.19% | Reduce -14.1% | 14,497 | $2.3M |
| Centaurus Financial, Inc. | 0.14% | Reduce -2.0% | 14,332 | $2.3M |
| Northwest Capital Management Inc | 0.97% | Reduce -10.4% | 14,234 | $2.3M |
| Roof Eidam Maycock Peralta, LLC | 0.58% | No change | 14,165 | $2.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.55% | Reduce -1.3% | 14,093 | $2.2M |
| CPR Investments Inc. | 2.02% | Add +53.8% | 14,065 | $2.2M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -28.9% | 13,982 | $2.2M |
| LVW Advisors, LLC | 0.27% | Add +1.9% | 13,799 | $2.2M |
| Trustmark Bank Trust Department | 0.16% | Reduce -0.3% | 13,781 | $2.2M |
| Waverly Advisors, LLC | 0.03% | Reduce -21.1% | 13,754 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.29% | Reduce -2.5% | 13,712 | $2.2M |
| Client 1ST Advisory Group, LLC | 0.84% | Add +12.4% | 13,640 | $2.2M |
| Focus Partners Wealth | 0.01% | Add +57.8% | 13,620 | $2.2M |
| Advus Financial Partners, LLC | 0.61% | Reduce -3.0% | 13,596 | $2.2M |
| Lantz Financial LLC | 0.58% | Reduce -4.1% | 13,553 | $2.2M |
| Castle Rock Wealth Management, LLC | 0.51% | Add +2.9% | 12,939 | $2.1M |
| Eagle Strategies LLC | 0.37% | Add +14.2% | 13,291 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -0.2% | 13,287 | $2.1M |
| Arkadios Wealth Advisors | 0.11% | Add +16.9% | 13,201 | $2.1M |
| Ibex Wealth Advisors | 0.25% | New | 13,201 | $2.1M |
| Savant Capital, LLC | 0.02% | Add +167.0% | 13,149 | $2.1M |
| Market Street Wealth Management Advisors LLC | 0.35% | Reduce -5.5% | 13,107 | $2.1M |
| Synergy Investment Management, LLC | 0.90% | — | 13,100 | $2.1M |
| Waddell & Associates, LLC | 0.21% | No change | 13,098 | $2.1M |
| LongView Wealth Management | 0.64% | Add +0.4% | 13,094 | $2.1M |
| Concorde Asset Management, LLC | 1.09% | Add +14.9% | 13,047 | $2.1M |
| Counterweight Ventures, LLC | 1.47% | Add +0.3% | 13,023 | $2.1M |
| Panoramic Investment Advisors, LLC | 1.35% | Add +17.6% | 12,945 | $2.1M |
| Navellier & Associates Inc. | 0.24% | Add +57.7% | 12,736 | $2.0M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -13.4% | 12,845 | $2.0M |
| Stonebrook Private Inc. | 0.53% | Reduce -3.5% | 12,670 | $2.0M |
| Clear Creek Financial Management, LLC | 0.22% | Reduce -63.1% | 12,658 | $2.0M |
| Bordeaux Wealth Advisors LLC | 0.32% | Reduce -0.1% | 12,600 | $2.0M |
| Hoxton Planning & Management, LLC | 0.76% | Reduce -9.8% | 12,534 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.13% | Reduce -1.6% | 12,511 | $2.0M |
| Moloney Securities Asset Management, LLC | 0.27% | Reduce -81.1% | 12,475 | $2.0M |
| Westbourne Investments, Inc. | 1.15% | — | 12,260 | $2.0M |
| Ballew Advisors, Inc | 1.23% | Add +11.2% | 12,353 | $1.9M |
| Fortis Group Advisors, LLC | 0.36% | Add +35.7% | 12,098 | $1.9M |
| Financial Advocates Investment Management | 0.11% | Reduce -66.2% | 12,044 | $1.9M |
| Magnus Financial Group LLC | 0.19% | Add +1.6% | 12,029 | $1.9M |
| Financial Perspectives, Inc | 0.64% | Add +1.0% | 12,004 | $1.9M |
| Twin Peaks Wealth Advisors, LLC | 0.81% | Add +5.3% | 11,908 | $1.9M |
| Principle Wealth Partners LLC | 0.13% | Reduce -5.8% | 11,862 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Reduce -3.7% | 11,801 | $1.9M |
| WESPAC Advisors, LLC | 1.38% | Add +93.8% | 11,769 | $1.9M |
| AlphaMark Advisors, LLC | 0.81% | Reduce -4.4% | 11,765 | $1.9M |
| Legacy Private Trust Co. | 0.12% | Reduce -1.9% | 11,741 | $1.9M |
| Verus Capital Partners, LLC | 0.18% | Reduce -15.4% | 11,735 | $1.9M |
| Westwood Wealth Management | 0.68% | Reduce -0.4% | 11,725 | $1.9M |
| Bragg Financial Advisors, Inc | 0.08% | Reduce -1.4% | 11,694 | $1.9M |
| Centurion Wealth Management LLC | 0.58% | Reduce -5.5% | 11,686 | $1.9M |
| Moneywise, Inc. | 0.93% | Add +15.7% | 11,565 | $1.8M |
| World Investment Advisors | 0.05% | Reduce -1.3% | 11,527 | $1.8M |
| Howard Capital Management, LLC | 0.03% | Reduce -0.3% | 11,215 | $1.8M |
| Montz Harcus Wealth Management LLC | 1.00% | Reduce -14.2% | 11,204 | $1.8M |
| Global Financial Private Client, LLC | 0.67% | Reduce -0.8% | 11,117 | $1.8M |
| Nikulski Financial, Inc. | 0.52% | Add +13.3% | 11,094 | $1.8M |
| Yardley Wealth Management LLC | 0.85% | Add +300.0% | 11,268 | $1.8M |
| Clarus Wealth Advisors | 0.87% | Add +3.6% | 11,127 | $1.7M |
| Canvas Wealth Advisors, LLC | 0.43% | No change | 10,702 | $1.7M |
| Copperleaf Capital, LLC | 1.08% | Reduce -18.4% | 10,696 | $1.7M |
| Barnes Wealth Management Group, Inc | 1.14% | — | 10,690 | $1.7M |
| EWG Elevate Inc. | 0.52% | Add +24.9% | 10,690 | $1.7M |
| WealthCare Investment Partners, LLC | 0.74% | Add +17.8% | 10,687 | $1.7M |
| Ridgeline Wealth, LLC | 1.37% | — | 10,555 | $1.7M |
| Tennessee Valley Asset Management Partners | 0.28% | Add +12.4% | 10,512 | $1.7M |
| Sonata Capital Group Inc. | 0.69% | Add +0.1% | 10,485 | $1.7M |
| Freestone Capital Holdings, LLC | 0.06% | Add +0.0% | 10,470 | $1.7M |
| Wesbanco Bank Inc. | 0.06% | Add +8.1% | 10,365 | $1.7M |
| Catalina Capital Group, LLC | 0.54% | Add +34.8% | 10,357 | $1.7M |
| Apollon Financial, LLC | 0.41% | Add +0.2% | 10,351 | $1.7M |
| First National Trust Co | 0.06% | Reduce -6.2% | 10,329 | $1.6M |
| Quantinno Capital Management LP | 0.02% | Add +69.9% | 10,214 | $1.6M |
| Theory Financial LLC | 0.68% | Add +0.2% | 10,209 | $1.6M |
| Marcum Wealth, LLC | 0.14% | Reduce -0.2% | 10,208 | $1.6M |
| Wealthspire Retirement, LLC | 0.13% | Add +0.1% | 10,177 | $1.6M |
| Geneos Wealth Management Inc. | 0.06% | Add +1.2% | 10,112 | $1.6M |
| Seaview Investment Managers LLC | 0.45% | Reduce -34.5% | 10,094 | $1.6M |
| Maltin Wealth Management, Inc. | 0.79% | Reduce -2.0% | 10,090 | $1.6M |
| GeoWealth Management, LLC | 0.05% | Reduce -4.5% | 10,081 | $1.6M |
| Nova Wealth Management, Inc. | 1.38% | — | 10,008 | $1.6M |
| Patten & Patten Inc. | 0.11% | Reduce -1.0% | 10,005 | $1.6M |
| Aviance Capital Partners, LLC | 0.22% | Reduce -1.6% | 9,981 | $1.6M |
| Aurora Private Wealth, Inc. | 1.19% | Add +1.0% | 9,938 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.46% | Reduce -4.2% | 9,933 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -6.6% | 9,861 | $1.6M |
| Charter Oak Capital Management, LLC | 0.15% | Reduce -0.7% | 9,829 | $1.6M |
| Bison Wealth, LLC | 0.19% | — | 9,809 | $1.6M |
| Beach Investment Counsel Inc. | 0.21% | No change | 9,800 | $1.6M |
| Endeavor Private Wealth, Inc. | 1.48% | — | 9,791 | $1.6M |
| Wealthstar Advisors, LLC | 0.67% | — | 9,712 | $1.5M |
| Boston Family Office LLC | 0.11% | Reduce -4.0% | 9,700 | $1.5M |
| Lake Street Private Wealth, LLC | 0.25% | Reduce -0.1% | 9,692 | $1.5M |
| Harmony Asset Management LLC | 0.61% | Reduce -30.0% | 9,683 | $1.5M |
| Interchange Capital Partners, LLC | 0.56% | Reduce -9.2% | 9,673 | $1.5M |
| Visionary Wealth Advisors | 0.09% | Reduce -14.3% | 9,667 | $1.5M |
| Chesley Taft & Associates LLC | 0.07% | No change | 9,600 | $1.5M |
| Patriot Investment Management Group, Inc. | 0.11% | No change | 9,576 | $1.5M |
| Carret Asset Management, LLC | 0.17% | Reduce -4.1% | 9,571 | $1.5M |
| Wealthgarden F.S. LLC | 1.43% | Reduce -1.9% | 9,556 | $1.5M |
| NCM Capital Management, LLC | 0.67% | Reduce -1.1% | 9,361 | $1.5M |
| HCR Wealth Advisors | 0.19% | Reduce -3.1% | 9,354 | $1.5M |
| Silver Oak Securities, Incorporated | 0.14% | Reduce -37.2% | 9,141 | $1.5M |
| Meridian Wealth Advisors, LLC | 0.24% | No change | 9,216 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +2.4% | 9,204 | $1.5M |
| Meridian Management Co. | 0.39% | No change | 9,200 | $1.5M |
| Gateway Wealth Partners, LLC | 0.38% | Reduce -1.5% | 9,175 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | No change | 9,025 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.15% | Add +16.8% | 8,950 | $1.4M |
| Graves Light Lenhart Wealth, Inc. | 0.18% | Reduce -16.5% | 8,892 | $1.4M |
| World Equity Group, Inc. | 0.30% | Add +30.0% | 8,844 | $1.4M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -91.5% | 8,823 | $1.4M |
| Advisory Alpha, LLC | 0.05% | Reduce -0.3% | 8,505 | $1.4M |
| Retirement Wealth Solutions LLC | 1.14% | — | 8,575 | $1.4M |
| CX Institutional | 0.05% | Add +13.4% | 8,479 | $1.4M |
| Bush Investment Group, LLC | 1.05% | Reduce -1.1% | 8,438 | $1.3M |
| Allworth Financial LP | 0.01% | Reduce -1.3% | 8,001 | $1.3M |
| Sofi Wealth, LLC | 0.09% | New | 8,303 | $1.3M |
| Dakota Wealth Management | 0.03% | No change | 8,175 | $1.3M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -17.2% | 8,155 | $1.3M |
| Cooper Financial Group | 0.16% | Add +9.0% | 8,152 | $1.3M |
| Dohj, LLC | 0.30% | Reduce -0.8% | 8,133 | $1.3M |
| Moors & Cabot, Inc. | 0.06% | Add +207.6% | 8,127 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +14.4% | 8,074 | $1.3M |
| Merkkuri Wealth Advisors LLC | 1.01% | Add +0.2% | 8,023 | $1.3M |
| Bawa N Mallick Trust | 0.56% | — | 8,000 | $1.3M |
| Strategic Wealth Investment Group, LLC | 0.07% | New | 3,097 | $1.3M |
| Franklin Resources Inc. | 0.00% | Add +2.9% | 7,940 | $1.3M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -16.5% | 7,851 | $1.3M |
| RCS Financial Planning, LLC | 0.66% | Reduce -1.7% | 7,773 | $1.2M |
| Redwood Financial Network Corp | 0.92% | Add +140.9% | 7,770 | $1.2M |
| SVB Wealth LLC | 0.02% | New | 7,758 | $1.2M |
| Absolute Capital Management, LLC | 0.67% | Reduce -5.6% | 7,608 | $1.2M |
| Redwood Investment Management, LLC | 0.12% | Add +3.0% | 7,608 | $1.2M |
| Genesee Capital Advisors, LLC | 0.56% | Add +3.5% | 7,604 | $1.2M |
| Fulcrum Equity Management | 1.19% | Add +8.0% | 7,572 | $1.2M |
| MKT Advisors LLC | 0.53% | Reduce -3.6% | 7,487 | $1.2M |
| Debussy Capital Management LP | 0.18% | Add +3.9% | 7,655 | $1.2M |
| Investment Advisory Group, LLC | 0.40% | Reduce -0.9% | 7,511 | $1.2M |
| Rossby Financial, LCC | 0.76% | — | 7,496 | $1.2M |
| DecisionMap Wealth Management, LLC | 0.94% | — | 7,455 | $1.2M |
| WR Wealth Planners, LLC | 0.38% | Reduce -43.4% | 7,434 | $1.2M |
| Fullcircle Wealth LLC | 0.48% | Add +4.8% | 7,151 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.1% | 7,402 | $1.2M |
| Stanich Group LLC | 0.88% | — | 7,376 | $1.2M |
| Guidance Capital, Inc. | 0.36% | Add +6.9% | 7,095 | $1.2M |
| M3 Advisory Group, LLC | 0.83% | Reduce -1.1% | 7,253 | $1.2M |
| Kaydan Wealth Management, Inc. | 0.38% | No change | 7,185 | $1.1M |
| Commonwealth Retirement Investments LLC | 0.47% | Add +0.1% | 7,150 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -2.6% | 7,146 | $1.1M |
| Riverview Capital Advisers, LLC | 0.34% | No change | 9,834 | $1.1M |
| Blalock Williams, LLC | 1.31% | — | 7,059 | $1.1M |
| Saxon Interests, Inc. | 0.50% | Add +13.9% | 7,056 | $1.1M |
| Axecap Investments, LLC | 0.85% | Reduce -1.6% | 7,047 | $1.1M |
| Latitude Advisors, LLC | 0.63% | Add +130.3% | 7,035 | $1.1M |
| Hudson Portfolio Management LLC | 1.09% | Reduce -8.0% | 6,955 | $1.1M |
| Stillwater Wealth Management Group | 0.99% | — | 6,922 | $1.1M |
| American Institute for Advanced Investment Management, LLP | 0.82% | Reduce -3.6% | 6,913 | $1.1M |
| Westside Investment Management, Inc. | 0.23% | No change | 6,901 | $1.1M |
| KPP Advisory Services LLC | 0.26% | Add +5.8% | 6,894 | $1.1M |
| Curi Capital, LLC | 0.03% | Reduce -26.7% | 6,862 | $1.1M |
| AlTi Global, Inc. | 0.03% | Add +46.3% | 6,846 | $1.1M |
| Eaton Financial Holdings Company, LLC | 0.42% | Reduce -3.1% | 6,763 | $1.1M |
| Essex Financial Services, Inc. | 0.08% | Reduce -1.3% | 6,709 | $1.1M |
| First Western Trust Bank | 0.05% | No change | 6,700 | $1.1M |
| Sutton Place Investors LLC | 0.62% | Reduce -1.6% | 6,683 | $1.1M |
| Maryland Capital Advisors Inc. | 0.49% | No change | 6,680 | $1.1M |
| Olde Wealth Management, LLC | 0.38% | No change | 6,667 | $1.1M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -4.3% | 6,615 | $1.1M |
| Willner & Heller, LLC | 0.92% | Add +0.1% | 6,602 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +18.2% | 6,536 | $1.0M |
| Unified Investment Management | 1.18% | — | 6,516 | $1.0M |
| Glenmede Trust Co. NA | 0.01% | Reduce -37.8% | 6,491 | $1.0M |
| RHS Financial, LLC | 0.53% | Add +6.7% | 6,475 | $1.0M |
| SkyView Investment Advisors, LLC | 0.16% | New | 6,431 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.68% | Reduce -0.6% | 6,368 | $1.0M |
| AQR Capital Management | 0.00% | Add +11.1% | 6,367 | $1.0M |
| Strategic Wealth Partners, Ltd. | 0.08% | New | 6,152 | $1.0M |
| Sovereign Financial Group, Inc. | 0.23% | Reduce -8.0% | 6,322 | $1.0M |
| StoneX Group Inc. | 0.06% | Add +74.2% | 6,316 | $1.0M |
| Signal Advisors Wealth, LLC | 0.11% | Reduce -39.0% | 6,304 | $1.0M |
| PKS Advisory Services, LLC | 0.25% | — | 6,297 | $1.0M |
| Better Money Decisions, LLC | 0.69% | Add +2.0% | 6,267 | $1000K |
| Aptus Capital Advisors, LLC | 0.01% | Add +71.8% | 6,256 | $998K |
| Tiaa Trust, National Association | 0.00% | Add +10.4% | 6,244 | $996K |
| Full Sail Capital, LLC | 0.06% | Add +0.1% | 6,202 | $989K |
| Park National Corp. | 0.04% | No change | 6,200 | $989K |
| Renaissance Technologies | 0.00% | New | 6,200 | $989K |
| Optivise Advisory Services LLC | 0.53% | Add +0.4% | 6,163 | $983K |
| Coastal Bridge Advisors, LLC | 0.24% | No change | 6,063 | $967K |
| Invictus Private Wealth, LLC | 0.07% | Reduce -0.1% | 6,043 | $964K |
| Clearview Wealth Advisors LLC | 0.73% | Reduce -10.5% | 6,037 | $963K |
| Lavaca Capital LLC | 0.42% | No change | 6,000 | $957K |
| Insigneo Advisory Services, LLC | 0.10% | Add +321.2% | 5,947 | $949K |
| Regimen Wealth, LLC | 0.31% | Reduce -20.4% | 5,950 | $948K |
| FAS Wealth Partners, Inc. | 0.08% | Reduce -3.4% | 5,907 | $942K |
| Alterna Wealth Management, Inc. | 0.79% | Reduce -1.2% | 5,894 | $940K |
| WealthPLAN Partners, LLC | 0.13% | Reduce -13.4% | 5,891 | $940K |
| Capital A Wealth Management, LLC | 1.56% | — | 5,878 | $938K |
| Transform Wealth, LLC | 0.05% | Reduce -6.0% | 5,851 | $933K |
| Montag A & Associates Inc. | 0.04% | No change | 5,838 | $931K |
| FPC Investment Advisory, Inc. | 0.67% | Reduce -24.2% | 5,778 | $923K |
| CWA Asset Management Group, LLC | 0.05% | Add +6.6% | 5,680 | $906K |
| Greenleaf Trust | 0.01% | No change | 5,657 | $902K |
| Diversified Trust Co. | 0.02% | No change | 5,641 | $900K |
| Journey Strategic Wealth LLC | 0.03% | Add +46.2% | 5,631 | $898K |
| Aprio Wealth Management, LLC | 0.13% | Reduce -8.2% | 5,626 | $897K |
| Maripau Wealth Management LLC | 0.53% | New | 5,569 | $888K |
| Comprehensive Financial Planning, Inc. | 0.75% | — | 5,544 | $884K |
| TrinityPoint Wealth, LLC | 0.12% | No change | 5,542 | $884K |
| N.E.W. Advisory Services LLC | 0.08% | Reduce -8.5% | 5,533 | $883K |
| Capital Investment Advisory Services, LLC | 0.08% | Add +12.6% | 5,527 | $882K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 5,500 | $877K |
| NorthRock Partners, LLC | 0.03% | No change | 5,493 | $876K |
| Allen Investment Management, LLC | 0.01% | No change | 5,464 | $872K |
| Investor's Fiduciary Advisor Network, LLC | 0.33% | — | 5,455 | $870K |
| Chapin Davis, Inc. | 0.28% | No change | 5,718 | $867K |
| Concord Wealth Partners | 0.14% | Reduce -8.2% | 5,431 | $866K |
| LifePlan Investment Advisors, Inc. | 0.53% | Reduce -4.5% | 5,374 | $857K |
| Worth Asset Management, LLC | 0.45% | New | 5,322 | $849K |
| Apex Wealth Management, LLC | 0.73% | — | 5,318 | $848K |
| Presidio Capital Management, LLC | 0.45% | Add +24.6% | 5,273 | $841K |
| UNIVEST FINANCIAL Corp | 0.05% | Reduce -8.6% | 5,246 | $837K |
| Pinkerton Wealth, LLC | 0.12% | Reduce -91.6% | 5,233 | $835K |
| BCU Wealth Advisors, LLC | 0.48% | Reduce -6.0% | 5,227 | $834K |
| Palumbo Wealth Management LLC | 0.31% | No change | 5,200 | $830K |
| Beacon Financial Advisory LLC | 0.27% | Add +6.6% | 5,189 | $828K |
| Kesler, Norman & Wride, LLC | 0.18% | Add +28.9% | 5,188 | $828K |
| Clearstead Advisors, LLC | 0.01% | Add +26.9% | 5,182 | $827K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +4.0% | 5,149 | $821K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -1.1% | 5,072 | $809K |
| TrueWealth Advisors, LLC | 0.27% | Add +0.9% | 5,061 | $807K |
| Qube Research & Technologies Ltd | 0.00% | Add +155.8% | 5,057 | $807K |
| Kovack Advisors, Inc. | 0.08% | Reduce -2.6% | 5,049 | $805K |
| BBR Partners, LLC | 0.06% | New | 5,048 | $805K |
| Emergent Wealth Advisors, LLC | 0.58% | Reduce -0.5% | 5,043 | $805K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -2.0% | 4,989 | $796K |
| Choate Investment Advisors | 0.02% | No change | 4,950 | $790K |
| Mainstream Capital Management LLC | 0.55% | Add +1.3% | 4,945 | $789K |
| Empower Advisory Group, LLC | 0.00% | Add +12.1% | 4,925 | $786K |
| Vantage Point Financial LLC | 0.42% | — | 4,920 | $785K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.16% | Add +7.9% | 4,876 | $778K |
| Petix & Botte Co | 0.20% | Add +148.2% | 4,873 | $777K |
| Rede Wealth, LLC | 0.30% | No change | 4,868 | $777K |
| Occidental Asset Management, LLC | 0.12% | No change | 4,849 | $773K |
| Sierra Summit Advisors LLC | 0.15% | No change | 4,812 | $768K |
| Synovus Financial Corp. | 0.01% | No change | 4,787 | $764K |
| Affiance Financial, LLC | 0.18% | Reduce -11.7% | 4,767 | $760K |
| Symphony Financial Services, Inc. | 0.61% | Reduce -3.0% | 4,761 | $760K |
| Roman Butler Fullerton & Co. | 0.24% | Add +0.0% | 4,802 | $755K |
| Avior Wealth Management, LLC | 0.03% | Add +114.0% | 4,723 | $754K |
| Burns J W & Co. Inc. | 0.10% | Reduce -17.5% | 4,698 | $749K |
| QRG Capital Management, Inc. | 0.01% | Add +22.7% | 4,696 | $749K |
| Stratos Investment Management, LLC | 0.04% | Add +79.1% | 4,690 | $748K |
| Anchor Pointe Wealth Management, LLC | 0.97% | — | 4,647 | $748K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -8.9% | 4,685 | $747K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +36.7% | 4,674 | $746K |
| Executive Wealth Management, LLC | 0.06% | No change | 4,657 | $743K |
| Orange Investment Advisors, Inc. | 0.08% | No change | 4,640 | $740K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Add +0.8% | 4,623 | $738K |
| Wealthstream Advisors, Inc. | 0.14% | No change | 4,623 | $737K |
| Lighthouse Financial LLC | 0.60% | — | 4,600 | $734K |
| Harbor Investment Advisory, LLC | 0.07% | Add +9.6% | 4,590 | $732K |
| One Capital Management, LLC | 0.02% | Reduce -86.9% | 4,516 | $720K |
| Cornerstone Wealth Group, LLC | 0.06% | Reduce -0.3% | 4,505 | $719K |
| Spinnaker Trust | 0.05% | Reduce -15.1% | 4,503 | $718K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +21.6% | 4,488 | $716K |
| Mission Wealth Management, LP | 0.02% | Add +107.0% | 4,488 | $716K |
| Schnieders Capital Management LLC | 0.14% | Reduce -28.7% | 4,470 | $713K |
| Cutter & CO Brokerage, Inc. | 0.17% | Reduce -9.7% | 4,439 | $708K |
| Wetzel Investment Advisors, Inc. | 0.35% | Add +1.1% | 4,412 | $704K |
| Courier Capital LLC | 0.05% | Reduce -0.3% | 4,400 | $702K |
| XML Financial, LLC | 0.06% | Add +1.7% | 4,396 | $701K |
| Adapt Wealth Advisors, LLC | 0.35% | Reduce -4.3% | 4,396 | $701K |
| Elios Financial Group Inc. | 0.33% | Reduce -0.1% | 4,377 | $698K |
| Meritage Portfolio Management | 0.04% | No change | 4,362 | $696K |
| Hutchens & Kramer Investment Management Group, LLC | 0.37% | Reduce -2.8% | 4,320 | $689K |
| Raleigh Capital Management Inc. | 0.27% | Reduce -4.8% | 4,319 | $689K |
| Warner Financial, Inc. | 0.30% | Reduce -2.4% | 4,313 | $688K |
| Rik Saylor Financial, Inc. | 0.63% | — | 4,276 | $682K |
| United Capital Management of KS, Inc. | 0.12% | Reduce -1.4% | 4,271 | $681K |
| 5T Wealth, LLC | 0.37% | — | 4,251 | $678K |
| Integrated Capital Management, LLC | 0.36% | Reduce -86.1% | 4,231 | $675K |
| LexAurum Advisors, LLC | 0.13% | Reduce -1.9% | 4,223 | $674K |
| Arete Wealth Advisors, LLC | 0.05% | Add +39.8% | 4,193 | $670K |
| Horizon Wealth Management, LLC | 0.12% | Reduce -95.3% | 4,199 | $670K |
| Golden State Wealth Management, LLC | 0.10% | — | 4,172 | $666K |
| Advance Capital Management, Inc. | 0.03% | Add +6.5% | 4,137 | $660K |
| B.O.S.S. Retirement Advisors, LLC | 0.18% | Add +0.1% | 4,121 | $657K |
| Simon Quick Advisors, LLC | 0.04% | Add +0.0% | 4,112 | $656K |
| Intrua Financial, LLC | 0.11% | Add +68.3% | 4,101 | $654K |
| Procyon Advisors, LLC | 0.04% | No change | 4,099 | $654K |
| Argyle Capital Partners, LLC | 0.56% | — | 4,061 | $648K |
| Dagco, Inc. | 0.21% | Add +46.4% | 4,056 | $647K |
| GFS Advisors, LLC | 0.10% | No change | 4,035 | $644K |
| Essex Bank | 0.16% | Add +49.8% | 4,015 | $640K |
| Ameriflex Group, Inc. | 0.29% | — | 4,007 | $640K |
| Root Financial Partners, LLC | 0.08% | Add +1.4% | 4,004 | $639K |
| Westover Capital Advisors, LLC | 0.14% | No change | 4,000 | $638K |
| Biondo Investment Advisors, LLC | 0.09% | Add +17.3% | 4,000 | $638K |
| Washington Trust Bank | 0.06% | Reduce -2.3% | 3,993 | $637K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.2% | 3,989 | $636K |
| Prudent Investors Network, Inc. | 0.18% | Add +0.4% | 3,946 | $629K |
| Barclays PLC | 0.00% | Reduce -74.7% | 3,905 | $623K |
| Valeo Financial Advisors, LLC | 0.02% | Add +1.1% | 3,902 | $622K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.7% | 5,717 | $619K |
| Family Manage LLC | 0.10% | No change | 3,860 | $616K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -3.2% | 3,835 | $612K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 3,827 | $610K |
| Strategy Asset Managers LLC | 0.12% | Reduce -0.2% | 3,810 | $608K |
| Neuberger Berman Group LLC | 0.00% | Add +6.8% | 3,790 | $605K |
| Hilltop Partners LLC | 0.20% | Reduce -6.5% | 3,747 | $598K |
| Quartz Partners, LLC | 0.36% | Reduce -27.3% | 3,701 | $590K |
| JARISLOWSKY, FRASER Ltd | 0.00% | Add +2.9% | 3,700 | $590K |
| Schorn Wealth LLC | 0.19% | No change | 3,684 | $588K |
| Grant/GrossMendelsohn, LLC | 0.30% | Reduce -0.1% | 3,644 | $581K |
| Accelerate Investment Advisors LLC | 0.51% | Add +18.6% | 3,643 | $581K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.0% | 3,624 | $578K |
| Hilltop Holdings Inc. | 0.04% | Add +7.4% | 3,610 | $576K |
| TFG Advisers LLC | 0.21% | Add +0.3% | 3,603 | $575K |
| Chesapeake Wealth Management | 0.20% | Reduce -0.8% | 3,583 | $572K |
| MV Capital Management, Inc. | 0.06% | No change | 3,554 | $567K |
| Sax Wealth Advisors, LLC | 0.04% | No change | 3,537 | $564K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -10.1% | 3,528 | $563K |
| Dentgroup LLC | 0.43% | Add +1.0% | 3,486 | $556K |
| WT Wealth Management | 0.17% | Reduce -1.6% | 3,460 | $552K |
| Michels Family Financial, LLC | 0.50% | — | 3,456 | $551K |
| Oxinas Partners, LLC | 0.32% | Add +0.0% | 3,426 | $547K |
| RVW Wealth, LLC | 0.05% | New | 3,413 | $544K |
| ELCO Management Co., LLC | 0.29% | Add +7.9% | 3,410 | $544K |
| Drive Wealth Management, LLC | 0.13% | Reduce -4.5% | 3,389 | $541K |
| Old North State Wealth Management, LLC | 0.30% | Reduce -0.1% | 3,384 | $541K |
| Fairvoy Private Wealth, LLC | 0.14% | — | 3,363 | $536K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 3,346 | $534K |
| Private Client Services, LLC | 0.29% | Add +10.6% | 3,343 | $533K |
| Moment Partners, LLC | 0.10% | — | 3,339 | $533K |
| RDA Financial Network | 0.15% | Add +27.6% | 3,325 | $530K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 3,292 | $525K |
| Naples Global Advisors, LLC | 0.05% | No change | 3,291 | $525K |
| Lantern Wealth Advisors, LLC | 0.34% | New | 3,279 | $523K |
| Atlas Brown,Inc. | 0.18% | Add +1.5% | 3,252 | $519K |
| Kanawha Capital Management LLC | 0.04% | Reduce -4.7% | 3,251 | $519K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +37.5% | 3,242 | $517K |
| Sensible Money, LLC | 0.22% | No change | 3,200 | $510K |
| Asset Dedication, LLC | 0.04% | Reduce -0.4% | 3,200 | $510K |
| WealthTrak Capital Management LLC | 0.43% | — | 3,189 | $509K |
| Avantra Family Wealth, Inc. | 0.47% | — | 3,166 | $505K |
| Columbia Bank | 0.17% | No change | 3,200 | $501K |
| Samalin Investment Counsel, LLC | 0.21% | No change | 3,134 | $500K |
| Correct Capital Wealth Management | 0.10% | No change | 3,131 | $499K |
| Rappaport Reiches Capital Management, LLC | 0.13% | Add +3.4% | 3,118 | $497K |
| Atlatl Advisers LLC | 0.29% | — | 3,117 | $497K |
| TBH Global Asset Management, LLC | 0.12% | No change | 3,092 | $493K |
| Flputnam Investment Management Co. | 0.01% | Add +0.2% | 3,074 | $490K |
| Aspire Private Capital, LLC | 0.12% | Reduce -9.5% | 3,044 | $486K |
| JT Stratford LLC | 0.08% | Add +73.0% | 3,041 | $485K |
| Antonelli Financial Advisors, LLC | 0.41% | — | 3,040 | $485K |
| Sound Income Strategies, LLC | 0.03% | Add +10.2% | 3,033 | $484K |
| D L Carlson Investment Group Inc. | 0.09% | Reduce -1.4% | 3,023 | $482K |
| Carderock Capital Management Inc. | 0.12% | No change | 3,000 | $479K |
| Semmax Financial Advisors Inc. | 0.13% | Add +12.3% | 2,896 | $478K |
| Vident Advisory, LLC | 0.01% | New | 2,979 | $475K |
| Accurate Wealth Management, LLC | 0.09% | Add +3.9% | 3,007 | $475K |
| Manchester Capital Management LLC | 0.06% | Reduce -1.1% | 2,968 | $473K |
| Maiden Cove Capital, LLC | 0.72% | Reduce -10.4% | 2,959 | $472K |
| Next Level Private LLC | 0.19% | Add +0.0% | 2,941 | $469K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.6% | 2,914 | $465K |
| Paces Ferry Wealth Advisors, LLC | 0.22% | No change | 2,890 | $461K |
| Vermillion & White Wealth Management Group, LLC | 0.34% | Add +29.9% | 2,878 | $459K |
| Verger Capital Management LLC | 0.23% | Add +0.0% | 2,871 | $458K |
| TD Private Client Wealth LLC | 0.01% | Reduce -4.4% | 2,862 | $457K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.0% | 2,857 | $456K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -6.2% | 2,850 | $455K |
| Penobscot Wealth Management | 0.21% | Reduce -4.4% | 2,848 | $454K |
| Intrepid Financial Planning Group LLC | 0.19% | Reduce -1.3% | 2,844 | $454K |
| Peachtree Investment Partners, LLC | 0.17% | Add +0.0% | 2,839 | $453K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,817 | $449K |
| Resurgent Financial Advisors LLC | 0.26% | Reduce -0.1% | 2,809 | $448K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -7.7% | 2,805 | $447K |
| Asset Management Group, Inc. | 0.08% | No change | 2,802 | $447K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -2.8% | 2,828 | $446K |
| Associated Banc-Corp | 0.01% | Reduce -23.4% | 2,794 | $446K |
| Fisher Asset Management | 0.00% | Add +68.3% | 2,769 | $442K |
| Ellevest, Inc. | 0.03% | No change | 2,763 | $441K |
| Chicago Partners Investment Group LLC | 0.01% | Add +19.2% | 2,726 | $439K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,743 | $438K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 2,739 | $437K |
| Puff Wealth Management, LLC | 0.76% | — | 2,726 | $435K |
| WESPAC Advisors SoCal, LLC | 0.10% | No change | 2,710 | $432K |
| Warm Springs Advisors Inc. | 0.40% | — | 2,695 | $430K |
| Beaird Harris Wealth Management, LLC | 0.04% | Reduce -0.9% | 2,665 | $425K |
| PFG Advisors | 0.03% | Reduce -7.1% | 2,653 | $423K |
| Lifeworks Advisors, LLC | 0.08% | Add +1.2% | 2,620 | $418K |
| VestGen Investment Management | 0.11% | Reduce -22.0% | 2,612 | $417K |
| HT Partners LLC | 0.14% | No change | 2,612 | $417K |
| Center for Financial Planning, Inc. | 0.06% | Add +24.1% | 2,606 | $416K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -0.8% | 2,601 | $415K |
| Granite Bay Wealth Management, LLC | 0.15% | New | 2,579 | $411K |
| CVA Family Office, LLC | 0.06% | Reduce -16.5% | 2,527 | $403K |
| Betterment LLC | 0.00% | Add +8.6% | 2,520 | $402K |
| SOA Wealth Advisors, LLC. | 0.07% | Reduce -12.9% | 2,507 | $400K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.7% | 2,503 | $399K |
| Fifth Third Bancorp | 0.00% | Add +19.6% | 2,503 | $399K |
| Aveo Capital Partners, LLC | 0.04% | Add +4.9% | 2,501 | $399K |
| Blue Fin Capital, Inc. | 0.07% | Add +1.0% | 2,500 | $399K |
| Bensler, LLC | 0.05% | No change | 2,483 | $396K |
| Harbour Trust & Investment Management Co | 0.04% | Reduce -0.9% | 2,472 | $394K |
| Sterling Investment Advisors LLC | 0.23% | Reduce -33.9% | 2,456 | $392K |
| PUREfi Wealth, LLC | 0.38% | — | 2,449 | $391K |
| TFB Advisors LLC | 0.11% | Add +5.2% | 2,429 | $387K |
| Accredited Investors Inc. | 0.02% | No change | 2,424 | $387K |
| Financial Gravity Companies, Inc. | 0.09% | Reduce -11.7% | 2,423 | $387K |
| Cidel Asset Management Inc. | 0.03% | Reduce -0.1% | 2,423 | $387K |
| IMZ Advisory Inc | 0.18% | Add +0.0% | 2,414 | $385K |
| First City Capital Management, Inc. | 0.20% | Reduce -7.7% | 2,400 | $383K |
| Ranch Capital Advisors Inc. | 0.18% | No change | 2,400 | $383K |
| FWG Investments, LLC. | 0.30% | Add +23.5% | 2,397 | $382K |
| Semus Wealth Partners LLC | 0.25% | Add +6.3% | 2,396 | $382K |
| Ceera Investments, LLC | 0.13% | Reduce -11.1% | 2,395 | $382K |
| Independence Bank of Kentucky | 0.06% | Add +6.7% | 2,383 | $380K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +68.8% | 2,373 | $378K |
| Ascentis Independent Advisors | 0.07% | Add +0.0% | 2,373 | $378K |
| Peddock Capital Advisors, LLC | 0.09% | No change | 2,368 | $378K |
| Transce3nd, LLC | 0.13% | — | 2,344 | $374K |
| Tilson Financial Group, Inc. | 0.15% | No change | 2,336 | $373K |
| Altfest L J & Co. Inc. | 0.05% | No change | 2,330 | $372K |
| Westfuller Advisors, LLC | 0.24% | Add +0.0% | 2,325 | $371K |
| Capital Market Strategies LLC | 0.21% | No change | 2,324 | $371K |
| HHM Wealth Advisors, LLC | 0.05% | Reduce -1.9% | 2,323 | $371K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +6.3% | 2,300 | $367K |
| Confluence Wealth Services, Inc. | 0.02% | New | 2,202 | $366K |
| Ignite Planners, LLC | 0.08% | Reduce -5.7% | 2,253 | $366K |
| Garrison Point Advisors, LLC | 0.17% | Reduce -1.5% | 2,290 | $365K |
| Verdence Capital Advisors LLC | 0.03% | Add +9.9% | 2,282 | $364K |
| Balboa Wealth Partners | 0.08% | Reduce -89.0% | 2,279 | $364K |
| Weaver Consulting Group | 0.11% | No change | 2,269 | $362K |
| Kingsview Wealth Management, LLC | 0.01% | Add +12.1% | 2,263 | $361K |
| Cassady Schiller Wealth Management, LLC | 0.13% | No change | 2,256 | $360K |
| Sierra Ocean, LLC | 0.29% | — | 2,252 | $359K |
| Blue Barn Wealth, LLC | 0.19% | Add +0.0% | 2,249 | $359K |
| BlackDiamond Wealth Management, LLC | 0.21% | No change | 2,228 | $355K |
| Innovative Wealth Building LLC | 0.32% | — | 2,226 | $355K |
| BIP Wealth, LLC | 0.02% | Add +38.9% | 2,223 | $355K |
| Planning Directions Inc. | 0.21% | Add +14.2% | 2,222 | $354K |
| Silicon Valley Capital Partners | 0.04% | No change | 2,202 | $351K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 2,200 | $351K |
| HM Payson & Co. | 0.01% | Reduce -12.1% | 2,200 | $351K |
| MSH Capital Advisors LLC | 0.11% | Add +8.6% | 2,196 | $350K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.09% | No change | 2,193 | $350K |
| GAMMA Investing LLC | 0.03% | Add +13.3% | 2,174 | $347K |
| Tyche Wealth Partners LLC | 0.07% | New | 2,143 | $342K |
| Atlantic Edge Private Wealth Management, LLC | 0.11% | No change | 2,140 | $341K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -14.4% | 2,139 | $341K |
| Garde Capital, Inc. | 0.02% | No change | 2,133 | $340K |
| Two Sigma Securities, LLC | 0.06% | Reduce -52.7% | 2,128 | $339K |
| Lion Street Advisors, LLC | 0.11% | Add +17.7% | 2,120 | $338K |
| First American Bank | 0.02% | New | 2,117 | $338K |
| Smith, Moore & Co. | 0.03% | Add +33.8% | 2,110 | $337K |
| One Charles Private Wealth Services, LLC | 0.11% | Reduce -44.5% | 2,095 | $334K |
| Circle Wealth Management, LLC | 0.01% | No change | 2,093 | $334K |
| Bremer Bank National Association | 0.07% | No change | 2,088 | $333K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -12.8% | 2,081 | $332K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -14.8% | 2,081 | $332K |
| Anchor Investment Management, LLC | 0.03% | Reduce -2.1% | 2,070 | $330K |
| Jefferies Financial Group Inc. | 0.00% | Add +38.8% | 2,066 | $330K |
| Clark Capital Management Group, Inc. | 0.00% | Add +12.2% | 2,049 | $327K |
| Money Concepts Capital Corp. | 0.02% | Reduce -8.0% | 2,048 | $327K |
| Jacobi Capital Management LLC | 0.02% | No change | 2,044 | $326K |
| Baldwin Investment Management, LLC | 0.04% | No change | 2,030 | $324K |
| Widmann Financial Services, Inc. | 0.25% | No change | 2,026 | $323K |
| Madden Advisory Services, Inc. | 0.15% | No change | 2,022 | $323K |
| Midwest Heritage Bank, FSB | 0.15% | Reduce -21.9% | 2,020 | $322K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -8.7% | 2,016 | $322K |
| Venture Visionary Partners LLC | 0.01% | Add +4.4% | 2,008 | $320K |
| Dover Advisors, LLC | 0.18% | No change | 2,000 | $319K |
| Argentarii, LLC | 0.16% | — | 2,000 | $319K |
| Rialto Wealth Management, LLC | 0.11% | — | 2,000 | $319K |
| Cambridge Advisors Inc. | 0.07% | No change | 2,000 | $319K |
| First National Bank of Omaha | 0.02% | No change | 2,000 | $319K |
| Marino, Stram & Associates LLC | 0.07% | Add +4.6% | 1,990 | $317K |
| ORG Partners LLC | 0.04% | Reduce -7.3% | 1,982 | $317K |
| LGT Financial Advisors LLC | 0.70% | Add +8.3% | 1,980 | $316K |
| Forefront Wealth Partners, LLC | 0.23% | — | 1,976 | $315K |
| Revolve Wealth Partners, LLC | 0.05% | No change | 1,972 | $315K |
| Peninsula Wealth, LLC | 0.05% | Reduce -7.7% | 1,969 | $314K |
| Colonial Trust Co / SC | 0.05% | No change | 1,966 | $314K |
| Pitcairn Co. | 0.02% | No change | 1,963 | $313K |
| Lakeshore Financial Planning, Inc. | 0.13% | No change | 1,956 | $312K |
| Peoples Bank | 0.18% | No change | 1,954 | $312K |
| Hobart Private Capital, LLC | 0.08% | No change | 1,942 | $310K |
| Everpar Advisors LLC | 0.16% | Add +11.2% | 1,940 | $309K |
| Rockland Trust Co. | 0.02% | No change | 1,933 | $308K |
| New Republic Capital, LLC | 0.20% | Add +4.5% | 1,925 | $307K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,910 | $305K |
| V2 Financial group LLC | 0.18% | No change | 1,900 | $303K |
| Nilsine Partners, LLC | 0.03% | No change | 1,895 | $302K |
| Novak & Powell Financial Services, Inc. | 0.18% | No change | 1,894 | $302K |
| Guidance Point Advisors, LLC | 0.09% | Add +30.2% | 1,892 | $302K |
| Gryphon Financial Partners LLC | 0.04% | No change | 1,891 | $302K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.3% | 1,881 | $300K |
| Lloyd Advisory Services, LLC. | 0.14% | Reduce -6.5% | 1,880 | $300K |
| Hopwood Financial Services, Inc. | 0.22% | — | 1,860 | $297K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -3.8% | 1,854 | $296K |
| Richmond Investment Services, LLC | 0.17% | — | 1,845 | $294K |
| Tiller Private Wealth, Inc. | 0.12% | No change | 1,840 | $294K |
| Roble, Belko & Company, Inc | 0.05% | No change | 1,835 | $293K |
| Powell Investment Advisors, LLC | 0.13% | No change | 1,825 | $291K |
| Front Row Advisors LLC | 0.10% | No change | 1,825 | $291K |
| Advisors Management Group Inc. | 0.07% | Add +1.7% | 1,823 | $291K |
| Unionview, LLC | 0.21% | No change | 1,824 | $291K |
| Transcendent Capital Group LLC | 0.15% | Add +0.8% | 1,815 | $290K |
| Herold Advisors, Inc. | 0.06% | Reduce -1.0% | 1,812 | $289K |
| Trexquant Investment LP | 0.00% | Add +11.7% | 1,809 | $289K |
| Potentia Wealth | 0.13% | — | 1,808 | $288K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 1,805 | $288K |
| Campion Asset Management | 0.22% | No change | 1,800 | $287K |
| Pennington Partners & Co., LLC | 0.14% | — | 1,782 | $284K |
| Key Financial Inc | 0.06% | No change | 1,776 | $283K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 1,760 | $281K |
| Bailard, Inc. | 0.01% | No change | 1,756 | $280K |
| Dodds Wealth, LLC | 0.09% | Reduce -4.6% | 1,688 | $280K |
| Tranquility Partners, LLC | 0.11% | No change | 1,752 | $279K |
| Everhart Financial Group, Inc. | 0.06% | Add +0.5% | 1,745 | $278K |
| Argent Trust Co | 0.01% | Add +12.2% | 1,735 | $277K |
| Gray Wealth Management Inc. | 0.10% | Add +1.8% | 1,732 | $276K |
| Human Investing LLC | 0.05% | No change | 1,732 | $276K |
| Pinnacle Family Advisors, LLC | 0.13% | Reduce -12.9% | 1,731 | $276K |
| RPS Advisory Solutions LLC | 0.17% | Reduce -95.2% | 1,730 | $276K |
| Mandatum Life Insurance Co Ltd | 0.08% | No change | 1,722 | $275K |
| Harvest Investment Services, LLC | 0.07% | Reduce -29.1% | 1,722 | $275K |
| Savvy Advisors, Inc. | 0.03% | Add +7.0% | 1,720 | $274K |
| First Financial Bankshares Inc | 0.01% | No change | 1,720 | $274K |
| Ariadne Wealth Management, LP | 0.13% | No change | 1,686 | $274K |
| Tudor Investment Corporation | 0.00% | New | 1,717 | $274K |
| Callan Capital, LLC | 0.02% | No change | 1,714 | $273K |
| Bray Capital Advisors | 0.07% | No change | 1,707 | $272K |
| Thoma Capital Management LLC | 0.19% | — | 1,704 | $272K |
| Marco Investment Management LLC | 0.02% | No change | 1,700 | $271K |
| Blue Oak Capital, LLC | 0.16% | — | 1,699 | $271K |
| Advisors Preferred, LLC | 0.04% | New | 1,689 | $269K |
| First Bancorp, Inc | 0.18% | Reduce -0.3% | 1,689 | $269K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +3.8% | 1,678 | $268K |
| Jackson Square Capital, LLC | 0.06% | Add +16.1% | 1,676 | $267K |
| Two West Capital Advisors LLC | 0.23% | Add +21.5% | 1,668 | $266K |
| NorthCoast Asset Management LLC | 0.00% | No change | 1,641 | $262K |
| Founders Financial Alliance, LLC | 0.07% | No change | 1,643 | $262K |
| Central Valley Advisors, LLC | 0.12% | No change | 1,634 | $261K |
| MGB Wealth Management, LLC | 0.08% | No change | 1,628 | $260K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.1% | 1,628 | $260K |
| Flower City Capital | 0.16% | No change | 1,620 | $258K |
| Chemistry Wealth Management LLC | 0.06% | Reduce -14.3% | 1,614 | $257K |
| WMS Partners, LLC | 0.01% | No change | 1,611 | $257K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -19.6% | 1,593 | $256K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -0.4% | 1,602 | $256K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 1,600 | $255K |
| Resolute Wealth Strategies, LLC | 0.13% | No change | 1,594 | $254K |
| Sigma Investment Counselors Inc. | 0.01% | Add +4.5% | 1,593 | $254K |
| Soundwatch Capital LLC | 0.03% | Add +17.9% | 1,593 | $254K |
| Resources Management Corp. /CT/ | 0.03% | Reduce -0.2% | 1,585 | $253K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 1,582 | $252K |
| Omega Financial Group, LLC | 0.10% | Add +0.9% | 1,581 | $252K |
| Summit Financial, LLC | 0.01% | New | 1,579 | $252K |
| Global Trust Asset Management, LLC | 0.09% | Reduce -12.6% | 1,565 | $250K |
| Patten Group, Inc. | 0.06% | No change | 1,564 | $249K |
| Banco Santander, S.A. | 0.00% | No change | 1,548 | $247K |
| Deutsche Bank AG | 0.00% | No change | 1,548 | $247K |
| Corrado Advisors, LLC | 0.16% | Add +0.1% | 1,535 | $245K |
| Objective Capital Management, LLC | 0.16% | New | 1,531 | $244K |
| Firestone Capital Management | 0.06% | No change | 1,530 | $244K |
| Nottingham Advisors, Inc. | 0.03% | No change | 1,500 | $239K |
| GM Advisory Group, LLC | 0.01% | No change | 1,488 | $237K |
| Obsidian Cio, LLC | 0.04% | No change | 1,463 | $233K |
| GKV Capital Management Co., Inc. | 0.10% | — | 1,462 | $233K |
| Arlington Capital Management, Inc. | 0.16% | Add +0.1% | 1,460 | $233K |
| Novus Advisors, LLC | 0.23% | — | 1,455 | $232K |
| Evelyn Partners Asset Management Ltd | 0.06% | — | 1,448 | $231K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -0.3% | 1,444 | $230K |
| Heritage Family Offices, LLP | 0.11% | Add +6.9% | 1,434 | $229K |
| White Pine Capital LLC | 0.08% | No change | 1,432 | $228K |
| Peak Financial Management, Inc. | 0.07% | Reduce -7.3% | 1,431 | $228K |
| Retirement Planning Group, LLC | 0.01% | New | 1,424 | $227K |
| Paragon Capital Management Ltd | 0.05% | No change | 1,416 | $226K |
| Bonfire Financial | 0.20% | — | 1,414 | $226K |
| Insight 2811, Inc. | 0.12% | No change | 1,410 | $225K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 1,398 | $223K |
| WealthTrust Asset Management, LLC | 0.16% | Add +0.1% | 1,396 | $223K |
| Advisor OS, LLC | 0.03% | New | 1,393 | $222K |
| Kelly Financial Group LLC | 0.08% | — | 1,391 | $222K |
| Verum Partners LLC | 0.06% | No change | 1,390 | $222K |
| Cozad Asset Management Inc. | 0.02% | No change | 1,390 | $222K |
| Bell Bank | 0.02% | No change | 1,390 | $222K |
| NFSG Corp | 0.06% | New | 1,379 | $220K |
| Janney Capital Management LLC | 0.01% | Add +0.7% | 1,370 | $219K |
| Magnolia Capital Advisors LLC | 0.06% | New | 1,366 | $218K |
| Presilium Private Wealth, LLC | 0.05% | Reduce -24.0% | 1,363 | $217K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -2.0% | 1,349 | $215K |
| Tarbox Family Office, Inc. | 0.04% | No change | 1,348 | $215K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 1,346 | $215K |
| Acorn Wealth Advisors, LLC | 0.09% | No change | 1,340 | $214K |
| Valtinson Bruner Financial Planning LLC | 0.07% | Reduce -21.9% | 1,329 | $212K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | Reduce -7.6% | 1,329 | $212K |
| Private Portfolio Partners LLC | 0.04% | No change | 1,328 | $212K |
| First International Bank & Trust | 0.07% | No change | 1,320 | $211K |
| Provident Wealth Management, LLC | 0.07% | No change | 1,316 | $210K |
| Seneca House Advisors | 0.08% | New | 1,308 | $209K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +0.9% | 1,308 | $209K |
| Arbor Investment Advisors, LLC | 0.03% | New | 1,304 | $208K |
| Meeder Advisory Services, Inc. | 0.01% | New | 1,304 | $208K |
| Allegheny Financial Group | 0.05% | Reduce -31.2% | 1,300 | $207K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 1,299 | $207K |
| West Coast Financial LLC | 0.02% | New | 1,295 | $207K |
| JGP Wealth Management, LLC | 0.03% | New | 1,293 | $206K |
| Stokes Family Office, LLC | 0.02% | New | 1,285 | $205K |
| SWS Partners | 0.06% | New | 1,270 | $203K |
| Tyler-Stone Wealth Management | 0.04% | New | 1,268 | $202K |
| CENTRAL TRUST Co | 0.01% | No change | 1,268 | $202K |
| Syntegra Private Wealth Group, LLC | 0.02% | Reduce -5.0% | 1,266 | $202K |
| DDFG, Inc | 0.06% | New | 1,262 | $201K |
| Cary Street Partners Investment Advisory LLC | 0.13% | Reduce -98.3% | 1,234 | $197K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,212 | $193K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,200 | $191K |
| Sava Infond d.o.o. | 0.03% | — | 1,160 | $185K |
| Flagship Wealth Advisors, LLC | 0.11% | — | 1,150 | $183K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +17.8% | 1,103 | $176K |
| Rothschild Investment LLC | 0.01% | No change | 1,039 | $166K |
| Main Street Group, LTD | 0.07% | No change | 1,029 | $164K |
| Wells Financial Advisors INC | 0.22% | Add +676.5% | 1,025 | $164K |
| Bessemer Group Inc. | 0.00% | No change | 1,001 | $160K |
| Ransom Advisory, Ltd | 0.07% | No change | 1,000 | $160K |
| WASHINGTON TRUST Co | 0.01% | Reduce -38.5% | 997 | $159K |
| Larson Financial Group LLC | 0.01% | Add +0.4% | 988 | $158K |
| Hemington Wealth Management | 0.04% | No change | 985 | $157K |
| IAG Wealth Partners, LLC | 0.03% | No change | 978 | $156K |
| Hurley Capital, LLC | 0.12% | — | 936 | $152K |
| Cape Investment Advisory, Inc. | 0.06% | Reduce -13.9% | 950 | $152K |
| Founders Capital Management | 0.10% | No change | 949 | $151K |
| Signaturefd, LLC | 0.00% | Reduce -6.2% | 948 | $151K |
| Caitlin John, LLC | 0.10% | No change | 942 | $150K |
| Optimum Investment Advisors | 0.07% | No change | 938 | $150K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +41.8% | 919 | $147K |
| SIMA Wealth Partners, LLC | 0.12% | No change | 900 | $144K |
| Hanson & Doremus Investment Management | 0.02% | No change | 896 | $143K |
| Cherry Tree Wealth Management, LLC | 0.04% | Reduce -26.2% | 888 | $142K |
| Colonial Trust Advisors | 0.01% | No change | 846 | $135K |
| FLP Wealth Management, LLC | 0.34% | — | 822 | $131K |
| REAP Financial Group, LLC | 0.03% | Reduce -2.6% | 816 | $130K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -3.0% | 815 | $130K |
| Caldwell Trust Co | 0.01% | Add +3.0% | 783 | $125K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 776 | $124K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -96.3% | 775 | $124K |
| Bokf, NA | 0.00% | No change | 765 | $121K |
| Centricity Wealth Management, LLC | 0.11% | — | 748 | $119K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 720 | $115K |
| Zions Bancorporation, N.A. | 0.01% | No change | 702 | $112K |
| Salem Investment Counselors Inc. | 0.00% | No change | 691 | $110K |
| Arlington Trust Co LLC | 0.02% | No change | 688 | $110K |
| Continuum Advisory, LLC | 0.01% | Add +2.0% | 673 | $107K |
| Criterion Capital Advisors, LLC | 0.07% | No change | 691 | $104K |
| Angeles Wealth Management, LLC | 0.01% | No change | 646 | $103K |
| Fortitude Family Office, LLC | 0.04% | No change | 624 | $100K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 770 | $99K |
| MTM Investment Management, LLC | 0.04% | No change | 607 | $97K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 607 | $97K |
| Burkett Financial Services, LLC | 0.04% | No change | 604 | $96K |
| Picton Mahoney Asset Management | 0.00% | Reduce -50.0% | 600 | $96K |
| NBT Bank, N.A. | 0.01% | Reduce -14.0% | 588 | $94K |
| Truvestments Capital LLC | 0.02% | Reduce -1.2% | 580 | $93K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 545 | $87K |
| CKW Financial Group | 0.01% | No change | 540 | $86K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -46.2% | 531 | $85K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 568 | $81K |
| Cornerstone Planning Group LLC | 0.02% | Add +0.6% | 504 | $79K |
| Coppell Advisory Solutions LLC | 0.01% | Add +11.8% | 485 | $78K |
| Newton One Investments LLC | 0.03% | New | 478 | $76K |
| PSI Advisors, LLC | 0.02% | Add +36.2% | 463 | $74K |
| Creekmur Asset Management LLC | 0.02% | No change | 460 | $73K |
| Wintrust Investments LLC | 0.06% | Reduce -28.1% | 460 | $73K |
| Aventura Private Wealth, LLC | 0.04% | — | 456 | $73K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +9.9% | 456 | $73K |
| SYM FINANCIAL Corp | 0.01% | No change | 453 | $72K |
| Element Wealth, LLC | 0.04% | Add +63.4% | 451 | $72K |
| New Wave Wealth Advisors LLC | 0.03% | New | 442 | $71K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 412 | $66K |
| Adirondack Trust Co. | 0.02% | No change | 402 | $64K |
| West Paces Advisors Inc. | 0.02% | No change | 400 | $64K |
| Centennial Bank | 0.03% | No change | 396 | $63K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 394 | $63K |
| Davis Capital Management | 0.05% | Reduce -9.6% | 388 | $62K |
| Dunhill Financial, LLC | 0.03% | Add +183.8% | 386 | $62K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 386 | $62K |
| China Universal Asset Management Co., Ltd. | 0.01% | Add +37900.0% | 380 | $61K |
| Loomis Sayles & Co. L P | 0.00% | No change | 369 | $59K |
| Financial Network Wealth Advisors LLC | 0.11% | No change | 361 | $58K |
| Realta Investment Advisors | 0.02% | Reduce -36.2% | 352 | $57K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 351 | $56K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -3.0% | 350 | $56K |
| Belvedere Trading LLC | 0.00% | New | 345 | $55K |
| Kestra Investment Management, LLC | 0.00% | New | 335 | $53K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 335 | $53K |
| Atala Financial Inc | 0.04% | — | 325 | $52K |
| Arax Advisory Partners | 0.00% | Add +43.7% | 296 | $47K |
| Avion Wealth | 0.01% | New | 300 | $47K |
| Balentine LLC | 0.00% | No change | 293 | $47K |
| Pacifica Partners Inc. | 0.02% | No change | 280 | $45K |
| TrinityBridge Ltd | 0.00% | No change | 275 | $44K |
| GoalVest Advisory LLC | 0.01% | No change | 270 | $43K |
| SouthState Bank Corp | 0.00% | Reduce -18.8% | 260 | $41K |
| Activest Wealth Management | 0.01% | Reduce -27.3% | 251 | $40K |
| Headlands Technologies LLC | 0.00% | New | 248 | $40K |
| BNP Paribas Financial Markets | 0.00% | Reduce -78.8% | 242 | $39K |
| Future Financial Wealth Managment LLC | 0.03% | Reduce -70.2% | 240 | $38K |
| FIL Ltd | 0.00% | No change | 233 | $37K |
| Brooklyn Investment Group | 0.01% | Add +84.3% | 199 | $32K |
| Richardson Capital Management LLC | 0.02% | Reduce -9.2% | 198 | $32K |
| Tucker Asset Management LLC | 0.01% | Reduce -29.1% | 197 | $31K |
| Tidemark, LLC | 0.01% | No change | 193 | $31K |
| Park Place Capital Corp | 0.01% | No change | 164 | $26K |
| Tsfg, LLC | 0.01% | Add +2.5% | 164 | $26K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | No change | 152 | $24K |
| Tompkins Financial Corp. | 0.00% | Add +65.2% | 152 | $24K |
| JDM Financial Group LLC | 0.01% | No change | 151 | $24K |
| City Holding Co. | 0.00% | No change | 150 | $24K |
| Rosenberg Matthew Hamilton | 0.01% | Add +34.7% | 128 | $20K |
| EPG Wealth Management LLC | 0.01% | No change | 126 | $20K |
| Investors Research Corp | 0.00% | Reduce -40.0% | 123 | $20K |
| Joseph Group Capital Management | 0.01% | No change | 106 | $17K |
| Morse Asset Management, Inc | 0.00% | No change | 100 | $16K |
| Beacon Capital Management, LLC | 0.00% | Reduce -8.7% | 94 | $15K |
| Armor Investment Advisors, LLC | 0.01% | No change | 92 | $15K |
| American National Bank & Trust | 0.00% | No change | 92 | $15K |
| MCF Advisors LLC | 0.00% | Reduce -27.2% | 91 | $15K |
| Albion Financial Group | 0.00% | No change | 87 | $14K |
| Evermay Wealth Management LLC | 0.00% | No change | 85 | $14K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -15.5% | 82 | $13K |
| Bellevue Asset Management, LLC | 0.01% | Add +446.7% | 82 | $13K |
| Castleview Partners, LLC | 0.01% | No change | 74 | $12K |
| Slocum, Gordon & Co LLP | 0.01% | No change | 68 | $11K |
| Grand Wealth Management, LLC | 0.01% | No change | 67 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 67 | $11K |
| Chesapeake Asset Management LLC | 0.01% | No change | 66 | $11K |
| Van Eck Associates Corp. | 0.00% | Add +100.0% | 64 | $10K |
| Archer Investment Corp | 0.00% | Add +21.7% | 56 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 52 | $8K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 52 | $8K |
| Smithfield Trust Co | 0.00% | No change | 47 | $8K |
| Evergreen Private Wealth LLC | 0.00% | No change | 45 | $7K |
| Elevation Wealth Partners, LLC | 0.00% | New | 45 | $7K |
| Colony Family Offices, LLC | 0.00% | New | 44 | $7K |
| Glassman Wealth Services | 0.00% | New | 42 | $7K |
| Roxbury Financial LLC | 0.01% | — | 40 | $6K |
| Country Trust Bank | 0.00% | No change | 38 | $6K |
| Park Square Financial Group, LLC | 0.00% | — | 34 | $5K |
| POM Investment Strategies, LLC | 0.00% | Reduce -45.6% | 31 | $5K |
| Lindbrook Capital, LLC | 0.00% | Reduce -80.6% | 27 | $4K |
| Decker Retirement Planning Inc. | 0.00% | — | 21 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 19 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 16 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 18 | $3K |
| Modus Advisors, LLC | 0.00% | New | 16 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Add +66.7% | 15 | $2K |
| Affinity Wealth LLC | 0.00% | — | 13 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 10 | $2K |
| Indiana Trust & Investment Management Co | 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% | No change | 8 | $1K |
| Lanark Financial, Inc. | 0.11% | — | 7 | $1K |
| Oakworth Capital, Inc. | 0.00% | No change | 7 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $639 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $638 |
| Abound Wealth Management | 0.00% | New | 3 | $479 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -100.0% | 4 | $0 |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.