iShares Ustechnology ETFIYWETF
13F holders, Q1 2025 (March 31)1,100holders −52
58new positions
93sold out
6famous investors
$140.52avg. 13F price*
At the end of Q1 2025, 1,100 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, down 52 from Q4 2024. 58 opened new positions and 93 sold out. The largest holders were Envestnet Asset Management Inc. ($1.4B), Morgan Stanley ($836.0M) and LPL Financial LLC ($749.4M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ustechnology ETF
- CUSIP
- 464287721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $59.7M |
| Exits | 93 | $66.3M |
All 13F filers, Q4 2024 → Q1 2025: 4,921,847 shares bought and 2,619,192 shares sold, net +2,302,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,100 holders
| Envestnet Asset Management Inc. | 0.46% | Reduce -0.7% | 10,121,577 | $1.4B |
| Morgan Stanley | 0.06% | Add +1.7% | 5,952,408 | $836.0M |
| LPL Financial LLC | 0.29% | Add +4.4% | 5,335,760 | $749.4M |
| PGIM Custom Harvest LLC | 15.20% | Add +4.4% | 4,528,761 | $636.0M |
| Bank of America Corp. | 0.06% | Add +4.4% | 4,484,747 | $629.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -2.2% | 3,344,640 | $469.7M |
| UBS Group AG | 0.06% | Reduce -4.2% | 1,870,638 | $262.7M |
| Raymond James Financial Inc. | 0.08% | Reduce -6.5% | 1,501,234 | $210.8M |
| Wells Fargo & Company | 0.05% | Add +4.3% | 1,484,829 | $208.5M |
| Dynasty Wealth Management, LLC | 3.06% | Reduce -6.8% | 1,308,001 | $183.7M |
| Two Sigma Investments, LP | 0.39% | Add +65.1% | 1,218,124 | $171.1M |
| Ameriprise Financial Inc. | 0.04% | Reduce -5.8% | 1,129,480 | $158.5M |
| Cwm, LLC | 0.59% | Reduce -3.0% | 1,047,713 | $147.1M |
| Royal Bank of Canada | 0.03% | Reduce -2.7% | 1,043,316 | $146.5M |
| Manufacturers Life Insurance Company, The | 0.14% | Add +113.3% | 1,021,938 | $143.5M |
| Park Avenue Securities LLC | 1.67% | Add +3.7% | 966,309 | $135.7M |
| Commonwealth Equity Services, LLC | 0.19% | Add +8.3% | 945,244 | $132.8M |
| Envestnet Portfolio Solutions, Inc. | 0.50% | Reduce -26.0% | 928,411 | $130.4M |
| MML Investors Services, LLC | 0.43% | Add +8.2% | 920,001 | $129.2M |
| RiverFront Investment Group, LLC | 2.62% | Add +3.1% | 838,208 | $117.7M |
| BlackRock, Inc. | 0.00% | Add +2.3% | 829,472 | $116.5M |
| HSBC Holdings PLC | 0.07% | Add +0.0% | 763,350 | $107.2M |
| Cetera Investment Advisers | 0.19% | Add +1.5% | 703,233 | $98.8M |
| OneDigital Investment Advisors LLC | 1.09% | Reduce -0.1% | 656,978 | $92.3M |
| Janney Montgomery Scott LLC | 0.25% | Add +2.2% | 620,840 | $87.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.3% | 584,484 | $82.1M |
| NewEdge Advisors, LLC | 0.48% | Add +9.3% | 575,669 | $80.8M |
| Sagespring Wealth Partners, LLC | 1.97% | Reduce -1.6% | 556,840 | $78.2M |
| Stifel Financial Corp. | 0.08% | Add +2.4% | 508,710 | $71.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -7.2% | 417,579 | $58.7M |
| Sofi Wealth, LLC | 4.28% | Add +4780.8% | 405,256 | $56.9M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.4% | 379,904 | $53.4M |
| Quotient Wealth Partners, LLC | 1.70% | Add +4.2% | 379,814 | $53.3M |
| Bank of New York Mellon Corp | 0.01% | Add +9.1% | 376,895 | $52.9M |
| HighTower Advisors, LLC | 0.07% | Add +2.7% | 375,924 | $52.8M |
| Kestra Advisory Services, LLC | 0.25% | Add +3.1% | 362,246 | $50.9M |
| Portfolio Strategies, Inc. | 7.66% | Reduce -0.5% | 352,319 | $49.5M |
| United Capital Financial Advisors, LLC | 0.41% | Reduce -1.5% | 344,441 | $48.4M |
| Captrust Financial Advisors | 0.12% | Reduce -1.6% | 339,574 | $47.7M |
| Sanctuary Advisors, LLC | 0.33% | Reduce -0.0% | 334,002 | $46.9M |
| Avantax Advisory Services, Inc. | 0.28% | Reduce -9.6% | 327,183 | $45.9M |
| Ashton Thomas Private Wealth, LLC | 1.74% | Add +597.9% | 322,863 | $45.3M |
| CW Advisors, LLC | 0.54% | Reduce -3.7% | 318,535 | $44.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +16.2% | 316,672 | $44.5M |
| Parker Investment Management, LLC | 7.77% | Reduce -42.9% | 309,444 | $43.5M |
| Thrivent Financial for Lutherans | 0.10% | Add +1.0% | 278,155 | $43.3M |
| Foundations Investment Advisors, LLC | 0.74% | Add +12.9% | 286,146 | $40.2M |
| JB Capital LLC | 2.18% | Add +7.5% | 281,513 | $39.5M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +9.3% | 279,640 | $39.3M |
| Rockefeller Capital Management L.P. | 0.09% | Add +120.5% | 264,401 | $37.1M |
| Atlas Legacy Advisors, LLC | 8.46% | Reduce -7.3% | 222,465 | $33.3M |
| Private Advisor Group, LLC | 0.19% | Add +6.3% | 221,847 | $31.2M |
| Merit Financial Group, LLC | 0.43% | Add +147.5% | 206,402 | $29.0M |
| Stratos Wealth Partners, LTD. | 0.44% | Add +9.6% | 202,611 | $28.5M |
| Apexium Financial, LP | 1.68% | Reduce -2.9% | 200,929 | $28.2M |
| Howard Capital Management Group, LLC | 2.15% | Reduce -3.8% | 196,742 | $27.6M |
| Advocacy Wealth Management, LLC | 1.84% | Add +11.8% | 192,302 | $27.0M |
| First Merchants Corp. | 1.05% | Reduce -5.5% | 186,559 | $26.2M |
| Advisory Services Network, LLC | 0.50% | Add +14.9% | 185,992 | $26.1M |
| Mariner, LLC | 0.04% | Reduce -2.2% | 183,794 | $25.8M |
| Truist Financial Corp. | 0.04% | Add +9.1% | 169,773 | $23.8M |
| Creative Planning | 0.02% | Add +36.5% | 169,052 | $23.7M |
| Commerce Bank | 0.15% | Reduce -2.7% | 166,928 | $23.4M |
| Ascent Group, LLC | 0.96% | Add +251.7% | 158,880 | $22.3M |
| AE Wealth Management LLC | 0.18% | Add +10.1% | 150,358 | $21.1M |
| Atria Wealth Solutions, Inc. | 0.25% | Reduce -4.1% | 145,440 | $20.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +12.4% | 143,291 | $20.1M |
| Austin Private Wealth, LLC | 1.72% | Add +9.3% | 136,271 | $19.1M |
| Perennial Investment Advisors, LLC | 2.13% | Add +21.0% | 134,754 | $18.9M |
| CreativeOne Wealth, LLC | 0.56% | Reduce -0.8% | 134,005 | $18.8M |
| SPC Financial, Inc. | 1.65% | Reduce -0.6% | 133,965 | $18.8M |
| Jones Financial Companies LLLP | 0.02% | Add +25.1% | 128,778 | $18.1M |
| Equitable Holdings, Inc. | 0.17% | Add +27.8% | 126,123 | $17.7M |
| Atria Investments, Inc | 0.23% | Add +12.4% | 125,630 | $17.6M |
| IHT Wealth Management, LLC | 0.53% | Add +9.6% | 121,355 | $17.0M |
| Integrated Wealth Concepts LLC | 0.20% | Add +3.8% | 120,996 | $17.0M |
| Prospera Financial Services Inc | 0.39% | Reduce -0.0% | 120,213 | $16.9M |
| MA Private Wealth | 3.15% | Add +1.1% | 119,366 | $16.8M |
| Compound Planning, Inc. | 0.74% | Add +11.6% | 114,734 | $16.1M |
| Integrity Alliance, Llc. | 0.64% | Add +46.2% | 114,697 | $16.1M |
| Perigon Wealth Management, LLC | 0.41% | Reduce -10.2% | 113,520 | $15.9M |
| Capital Investment Advisors, LLC | 0.31% | Reduce -2.7% | 112,873 | $15.9M |
| Stillwater Capital Advisors, LLC | 2.20% | Add +2.1% | 112,020 | $15.7M |
| US Bancorp \de | 0.02% | Reduce -0.7% | 111,638 | $15.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.23% | Add +6.6% | 109,465 | $15.5M |
| Tritonpoint Wealth, LLC | 1.45% | Reduce -3.0% | 108,746 | $15.3M |
| Icon Wealth Advisors, LLC | 1.26% | Add +12.3% | 108,643 | $15.3M |
| Partners Capital Investment Group, LLP | 0.25% | Add +19.1% | 105,813 | $14.9M |
| Farther Finance Advisors, LLC | 0.37% | Add +6.1% | 103,219 | $14.6M |
| First Citizens Financial Corp | 8.22% | Reduce -0.1% | 103,471 | $14.5M |
| Patton Albertson Miller Group, LLC | 2.14% | Add +28.9% | 102,701 | $14.4M |
| Bank of Montreal | 0.01% | Add +1.4% | 102,693 | $14.4M |
| CFS Investment Advisory Services, LLC | 1.24% | Add +0.5% | 98,847 | $13.9M |
| Lifelong Wealth Advisors, Inc. | 6.28% | Reduce -0.0% | 95,423 | $13.4M |
| Mendel Capital Management LLC | 7.99% | Reduce -1.5% | 93,965 | $13.2M |
| First Horizon Advisors, Inc. | 0.36% | Add +1.8% | 92,067 | $12.9M |
| Shepherd Financial Partners LLC | 1.45% | New | 88,240 | $12.4M |
| Ciovacco Capital Management LLC | 8.50% | Reduce -2.2% | 86,412 | $12.1M |
| Horst & Graben Wealth Management LLC | 2.13% | Add +0.6% | 84,623 | $11.9M |
| HC Advisors, LLC | 8.85% | Add +11.5% | 84,182 | $11.8M |
| One Wealth Advisors, LLC | 1.74% | Reduce -0.7% | 82,851 | $11.6M |
| Susquehanna International Group, LLP | 0.02% | Add +431.9% | 82,329 | $11.6M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +8.2% | 82,093 | $11.5M |
| Corient Private Wealth LP | 0.02% | Add +1.1% | 81,354 | $11.4M |
| Modern Wealth Management, LLC | 0.36% | Add +11.4% | 80,590 | $11.3M |
| Strategic Blueprint, LLC | 0.61% | Add +2.9% | 79,572 | $11.2M |
| Security Financial Services, INC. | 2.20% | Add +0.9% | 78,750 | $11.1M |
| West Wealth Group, LLC | 3.20% | Add +4.5% | 76,228 | $10.8M |
| RVW Wealth, LLC | 1.01% | Add +2127.5% | 76,025 | $10.7M |
| Guerra Advisors Inc | 5.86% | Reduce -7.8% | 74,605 | $10.5M |
| Stone House Investment Management, LLC | 2.03% | Add +19.3% | 71,171 | $10.0M |
| National Bank of Canada | 0.01% | Reduce -2.4% | 70,736 | $9.9M |
| SteelPeak Wealth, LLC | 0.42% | Reduce -2.4% | 70,560 | $9.9M |
| Pettinga Financial Advisors LLC | 2.31% | Reduce -1.9% | 69,901 | $9.8M |
| Buttonwood Financial Group, LLC | 5.74% | Add +3.6% | 73,709 | $9.8M |
| FMR LLC | 0.00% | Add +2.2% | 68,678 | $9.6M |
| Rollins Financial Advisors, LLC | 1.64% | Reduce -4.9% | 67,068 | $9.4M |
| Sharkey, Howes & Javer | 1.34% | Add +7.7% | 66,814 | $9.4M |
| Sandy Spring Bank | 0.39% | Reduce -5.4% | 66,512 | $9.3M |
| Cahill Financial Advisors Inc. | 1.26% | Add +6.4% | 65,847 | $9.2M |
| High Falls Advisors, Inc | 2.17% | Add +1.1% | 65,795 | $9.2M |
| Scarborough Advisors, LLC | 1.31% | Add +3.6% | 65,711 | $9.2M |
| Principal Securities, Inc. | 0.20% | Add +1.2% | 57,157 | $9.1M |
| Gries Financial LLC | 1.76% | Reduce -15.8% | 64,734 | $9.1M |
| Signature Wealth Management Partners, LLC | 5.94% | Add +2.8% | 64,552 | $9.1M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -12.6% | 73,360 | $9.0M |
| Pathstone Holdings, LLC | 0.04% | Add +23.8% | 63,258 | $8.9M |
| Keebeck Wealth Management | 1.31% | Add +6.2% | 63,149 | $8.9M |
| Stonebridge Financial Planning Group, LLC | 4.05% | Reduce -8.8% | 63,129 | $8.9M |
| Mechanics Bank Trust Department | 1.19% | Reduce -0.8% | 62,066 | $8.7M |
| Trek Financial, LLC | 0.63% | Add +106.5% | 61,527 | $8.6M |
| Finley Financial, LLC | 4.70% | Add +2.8% | 59,026 | $8.4M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -5.5% | 58,491 | $8.2M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -5.5% | 58,491 | $8.2M |
| B. Riley Wealth Advisors, Inc. | 0.24% | Add +35.3% | 57,382 | $8.1M |
| MAI Capital Management | 0.06% | Reduce -2.9% | 56,373 | $7.9M |
| Blue Trust, Inc. | 0.10% | Add +2.7% | 55,396 | $7.8M |
| Spire Wealth Management | 0.25% | Reduce -0.4% | 55,065 | $7.7M |
| &partners | 0.08% | Reduce -7.2% | 54,647 | $7.7M |
| Cerity Partners LLC | 0.02% | Add +5.1% | 54,535 | $7.7M |
| Kelly Financial Services LLC | 2.66% | Add +3.0% | 54,407 | $7.6M |
| Ssi Investment Management LLC | 3.09% | Add +61.1% | 54,332 | $7.6M |
| J.W. Cole Advisors, Inc. | 0.24% | Reduce -51.6% | 54,117 | $7.6M |
| Financial Life Advisors | 2.79% | Add +1.8% | 53,247 | $7.5M |
| Cypress Wealth Services, LLC | 1.50% | Add +0.4% | 52,507 | $7.4M |
| Lido Advisors, LLC | 0.04% | Reduce -2.7% | 52,216 | $7.3M |
| Cadent Capital Advisors, LLC | 2.78% | Reduce -1.1% | 52,034 | $7.3M |
| Perkins Coie Trust Co | 1.65% | Add +1.6% | 51,746 | $7.3M |
| Jackson Wealth Management, LLC | 0.88% | Add +2.2% | 51,515 | $7.2M |
| Assetmark, Inc. | 0.02% | Add +22.0% | 51,418 | $7.2M |
| Johnson Investment Counsel Inc. | 0.07% | Add +4.7% | 51,258 | $7.2M |
| Wealth Alliance, LLC | 0.86% | Add +3.1% | 50,468 | $7.1M |
| KWB Wealth | 0.85% | Add +7.6% | 44,375 | $7.1M |
| Comerica Bank | 0.03% | Reduce -8.1% | 50,349 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +3.7% | 50,162 | $7.0M |
| Canada Pension Plan Investment Board | 0.01% | No change | 50,000 | $7.0M |
| ONE Advisory Partners, LLC | 2.95% | Add +4.3% | 49,126 | $6.9M |
| Spectrum Wealth Counsel, LLC | 0.83% | Add +4.6% | 49,071 | $6.9M |
| Physician Wealth Advisors, Inc. | 1.19% | Add +7.3% | 49,062 | $6.9M |
| Focus Financial Network, Inc. | 0.28% | Add +13.7% | 48,501 | $6.8M |
| WCG Wealth Advisors LLC | 0.51% | Reduce -4.2% | 48,103 | $6.8M |
| Liberty Wealth Management LLC | 1.29% | Add +3.4% | 48,100 | $6.8M |
| J.Safra Asset Management Corp | 0.55% | No change | 47,904 | $6.7M |
| Certuity, LLC | 0.70% | Reduce -0.1% | 47,674 | $6.7M |
| Keystone Financial Services | 2.52% | Add +2.7% | 47,034 | $6.6M |
| Bleakley Financial Group, LLC | 0.21% | Reduce -10.3% | 46,842 | $6.6M |
| Kickstand Ventures, Llc. | 1.68% | Add +3.7% | 46,484 | $6.5M |
| Fifth Third Securities, Inc. | 0.55% | Reduce -2.6% | 46,319 | $6.5M |
| Beacon Financial Group | 0.70% | Add +7.0% | 45,775 | $6.4M |
| TSA Wealth Managment LLC | 2.54% | Add +1.6% | 45,472 | $6.4M |
| Citigroup Inc. | 0.00% | Add +47.8% | 45,402 | $6.4M |
| Cottonwood Capital Advisors, LLC | 4.67% | Add +0.3% | 45,215 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Add +6.4% | 44,557 | $6.3M |
| Cary Street Partners Financial LLC | 0.20% | Reduce -6.8% | 44,495 | $6.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.09% | Reduce -5.8% | 44,401 | $6.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +8.0% | 44,113 | $6.2M |
| Vestmark Advisory Solutions, Inc. | 0.16% | New | 44,066 | $6.2M |
| Snowden Capital Advisors LLC | 0.20% | Add +1.8% | 43,287 | $6.1M |
| Pittenger & Anderson Inc. | 0.22% | No change | 43,015 | $6.0M |
| IFP Advisors, Inc | 0.19% | Add +27.2% | 42,841 | $6.0M |
| Summit X, LLC | 1.26% | Add +0.6% | 42,837 | $6.0M |
| Northern Trust Corp. | 0.00% | Reduce -6.9% | 42,303 | $5.9M |
| PAX Financial Group, LLC | 1.05% | Add +5.8% | 42,004 | $5.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -4.0% | 41,371 | $5.8M |
| Midwest Capital Advisors, LLC | 3.56% | Add +13.3% | 41,253 | $5.8M |
| Sigma Planning Corp | 0.18% | Add +26.3% | 40,735 | $5.7M |
| Simmons Bank | 0.43% | Reduce -0.9% | 40,723 | $5.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.57% | Add +7.2% | 40,591 | $5.7M |
| Apollon Wealth Management, LLC | 0.12% | Reduce -6.1% | 40,339 | $5.7M |
| Tableaux LLC | 4.08% | Add +11.7% | 40,315 | $5.7M |
| Scotia Capital Inc. | 0.03% | Reduce -13.2% | 39,734 | $5.6M |
| Regal Investment Advisors LLC | 0.45% | Add +3.5% | 39,529 | $5.6M |
| Essex LLC | 1.19% | Reduce -1.7% | 39,025 | $5.5M |
| Variant Private Wealth, LLC | 5.87% | Reduce -4.5% | 38,973 | $5.5M |
| Creative Financial Designs Inc. | 0.44% | Reduce -1.9% | 38,973 | $5.5M |
| Berkeley Capital Partners, LLC | 1.50% | Add +0.8% | 38,818 | $5.5M |
| M&T Bank Corp | 0.02% | Add +0.5% | 38,029 | $5.3M |
| Brookstone Capital Management | 0.08% | Reduce -45.7% | 37,634 | $5.3M |
| Central Pacific Bank - Trust Division | 0.76% | Add +34.1% | 37,499 | $5.3M |
| Empirical Asset Management, LLC | 1.79% | Add +1.8% | 37,309 | $5.2M |
| Wealthspire Advisors, LLC | 0.03% | Add +131.2% | 37,190 | $5.2M |
| First Heartland Consultants, Inc. | 0.54% | Reduce -8.6% | 37,167 | $5.2M |
| Summit Financial Consulting LLC | 4.79% | — | 36,761 | $5.2M |
| Mutual Advisors, LLC | 0.15% | Reduce -4.7% | 36,122 | $5.1M |
| Centerline Wealth Advisors, LLC | 3.06% | Add +0.1% | 36,584 | $5.1M |
| Jane Street Group, LLC | 0.01% | Add +58.0% | 36,583 | $5.1M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Add +43.5% | 35,943 | $5.0M |
| WealthBridge Capital Management, LLC | 1.38% | Reduce -1.9% | 34,666 | $4.9M |
| Legacy Financial Group LLC | 0.75% | Add +3.5% | 34,504 | $4.8M |
| Forte Asset Management LLC | 2.43% | Add +16.7% | 34,400 | $4.8M |
| AdvisorShares Investments LLC | 0.94% | Add +5.5% | 33,739 | $4.8M |
| Kilter Group LLC | 3.11% | Add +3.3% | 33,901 | $4.8M |
| Cardinal Strategic Wealth Guidance | 1.52% | Add +14.0% | 33,840 | $4.8M |
| Avid Wealth Partners LLC | 3.19% | Add +11.4% | 33,513 | $4.7M |
| Schmidt P J Investment Management Inc. | 0.86% | Add +2.5% | 33,438 | $4.7M |
| Crown Wealth Group, LLC | 2.43% | Reduce -8.4% | 33,383 | $4.7M |
| Staley Capital Advisers Inc. | 0.21% | Add +0.2% | 33,080 | $4.6M |
| PFG Investments, LLC | 0.30% | Reduce -0.9% | 32,980 | $4.6M |
| Rothschild Wealth LLC | 1.29% | Add +13.3% | 32,867 | $4.6M |
| Ancora Advisors LLC | 0.10% | Add +15.3% | 32,669 | $4.6M |
| Pettyjohn, Wood & White, Inc. | 0.88% | Reduce -2.5% | 32,625 | $4.6M |
| Ewa, LLC | 1.70% | Add +7.6% | 32,494 | $4.6M |
| Swmg, LLC | 1.79% | Add +0.3% | 31,641 | $4.5M |
| Triad Wealth Partners, LLC | 1.40% | Add +19.4% | 32,024 | $4.5M |
| Quadrature Capital Ltd | 0.10% | New | 31,797 | $4.5M |
| Beacon Bridge Wealth Partners, LLC | 1.88% | Add +9.5% | 31,356 | $4.4M |
| CoreCap Advisors, LLC | 0.19% | Reduce -8.9% | 30,947 | $4.3M |
| Blair William & Co. | 0.01% | Add +4.2% | 30,708 | $4.3M |
| Founders Financial Securities LLC | 0.36% | Reduce -1.9% | 30,164 | $4.3M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -12.1% | 27,542 | $4.3M |
| Bay Harbor Wealth Management, LLC | 1.35% | Add +7.2% | 30,300 | $4.3M |
| Invst, LLC | 0.58% | Reduce -41.0% | 30,067 | $4.2M |
| Maia Wealth LLC | 0.96% | Add +0.6% | 30,873 | $4.2M |
| Graypoint LLC | 0.26% | Reduce -3.3% | 29,936 | $4.2M |
| EWG Elevate Inc. | 1.57% | Add +176.1% | 29,518 | $4.1M |
| Schroder Investment Management Group | 0.00% | Reduce -46.8% | 29,340 | $4.1M |
| Unique Wealth, LLC | 0.78% | Add +92.9% | 29,347 | $4.1M |
| Baker Avenue Asset Management, LP | 0.13% | Add +5.3% | 29,221 | $4.1M |
| Runnymede Capital Advisors, Inc. | 3.94% | Reduce -1.5% | 29,215 | $4.1M |
| Jaffetilchin Investment Partners, LLC | 0.29% | Add +0.8% | 28,937 | $4.1M |
| IFG Advisory, LLC | 0.22% | Add +2.1% | 28,561 | $4.0M |
| Sovran Advisors, LLC | 0.52% | Reduce -1.9% | 30,385 | $4.0M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Reduce -7.0% | 28,163 | $4.0M |
| Montecito Bank & Trust | 0.70% | Reduce -0.7% | 28,151 | $4.0M |
| Avidian Wealth Enterprises, LLC | 0.18% | Reduce -0.0% | 28,115 | $3.9M |
| Choreo, LLC | 0.06% | Reduce -4.8% | 27,898 | $3.9M |
| Kingsman Wealth Management, Inc. | 2.85% | — | 27,771 | $3.9M |
| International Assets Investment Management, LLC | 0.34% | Add +23.7% | 27,692 | $3.9M |
| Harbour Investments, Inc. | 0.11% | Add +9.7% | 27,613 | $3.9M |
| WealthShield Partners, LLC | 0.50% | Add +2.1% | 27,373 | $3.8M |
| Financial Freedom, LLC | 2.20% | Reduce -5.2% | 27,307 | $3.8M |
| Eq LLC | 1.77% | Add +11.3% | 26,963 | $3.8M |
| Rathbones Group PLC | 0.02% | Add +0.1% | 26,943 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -49.9% | 26,832 | $3.8M |
| Stephens Inc. | 0.06% | Add +0.6% | 26,811 | $3.8M |
| Gallagher Capital Advisors, LLC | 2.87% | Add +0.1% | 26,778 | $3.8M |
| Ethos Financial Group, LLC | 0.36% | New | 26,422 | $3.7M |
| Parallel Advisors, LLC | 0.08% | Add +1.1% | 26,366 | $3.7M |
| Prostatis Group LLC | 1.17% | Reduce -49.7% | 26,320 | $3.7M |
| Ferguson Wellman Capital Management, Inc. | 0.07% | Reduce -4.7% | 26,268 | $3.7M |
| Mayflower Financial Advisors, LLC | 0.56% | Add +5.9% | 26,264 | $3.7M |
| Carnegie Investment Counsel | 0.09% | Reduce -9.8% | 29,119 | $3.6M |
| McNaughton Wealth Management, LLC | 1.76% | New | 25,824 | $3.6M |
| Independent Financial Group, LLC | 0.12% | Reduce -33.9% | 25,727 | $3.6M |
| Forthright Family Wealth Advisory LLC | 2.38% | Add +2.3% | 25,613 | $3.6M |
| Meridian Wealth Management, LLC | 0.17% | Reduce -2.6% | 25,332 | $3.6M |
| Country Club Bank | 0.23% | Reduce -9.6% | 24,791 | $3.5M |
| WBH Advisory Inc. | 0.33% | Reduce -2.9% | 24,813 | $3.5M |
| RFG Advisory, LLC | 0.09% | Reduce -44.6% | 24,787 | $3.5M |
| Cibc World Market Inc. | 0.01% | Reduce -1.6% | 24,645 | $3.5M |
| Townsquare Capital LLC | 0.04% | Reduce -2.2% | 24,484 | $3.4M |
| Brown Advisory Inc. | 0.00% | Add +54.3% | 24,466 | $3.4M |
| Koshinski Asset Management, Inc. | 0.29% | Add +0.6% | 24,410 | $3.4M |
| Weinberger Asset Management, Inc | 1.47% | Add +0.1% | 24,379 | $3.4M |
| MMBG Investment Advisors Co. | 0.38% | No change | 24,053 | $3.4M |
| Secure Asset Management, LLC | 0.67% | Add +3.5% | 23,692 | $3.3M |
| Quadrant Private Wealth Management, LLC | 0.83% | Add +12.4% | 23,658 | $3.3M |
| ShoreHaven Wealth Partners, LLC | 1.58% | Add +2.4% | 23,548 | $3.3M |
| Cobblestone Asset Management LLC | 1.92% | Add +16.4% | 23,373 | $3.3M |
| Sunbelt Securities, Inc. | 0.29% | Add +1.3% | 22,763 | $3.2M |
| Smartleaf Asset Management LLC | 0.31% | Add +10.6% | 22,727 | $3.2M |
| DT Investment Partners, LLC | 0.31% | Reduce -5.0% | 22,678 | $3.2M |
| Western Wealth Management, LLC | 0.21% | Reduce -24.6% | 22,558 | $3.2M |
| Dale Q Rice Investment Management Ltd | 1.62% | No change | 22,380 | $3.1M |
| Gilliland Jeter Wealth Management LLC | 1.10% | Reduce -7.9% | 22,186 | $3.1M |
| Valmark Advisers, Inc. | 0.05% | Add +5.4% | 22,098 | $3.1M |
| Arkadios Wealth Advisors | 0.12% | Add +66.4% | 21,965 | $3.1M |
| Tradition Wealth Management, LLC | 0.27% | Add +2.3% | 21,903 | $3.1M |
| SigFig Wealth Management, LLC | 0.11% | Add +2.5% | 21,271 | $3.0M |
| Keybank National Association | 0.01% | Reduce -0.3% | 21,118 | $3.0M |
| Acropolis Investment Management, LLC | 0.17% | Reduce -2.6% | 20,903 | $2.9M |
| Spectrum Planning & Advisory Services Inc. | 2.43% | Add +16.4% | 20,748 | $2.9M |
| Ieq Capital, LLC | 0.02% | No change | 20,678 | $2.9M |
| Apeiron RIA LLC | 0.88% | Reduce -19.9% | 20,625 | $2.9M |
| Northeast Financial Consultants Inc | 0.13% | Add +0.0% | 20,564 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -6.7% | 20,476 | $2.9M |
| Financial Counselors Inc. | 0.04% | Add +0.7% | 20,223 | $2.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -27.5% | 20,073 | $2.8M |
| Clifford Swan Investment Counsel LLC | 0.10% | No change | 20,000 | $2.8M |
| Hobbs Wealth Management, LLC | 3.10% | Add +3.0% | 19,918 | $2.8M |
| Laurel Wealth Advisors LLC | 0.43% | Add +3.1% | 19,782 | $2.8M |
| BridgePort Financial Solutions, LLC | 1.25% | Add +0.2% | 19,701 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +5.3% | 19,692 | $2.8M |
| Certus Wealth Management, LLC | 1.88% | Add +11.7% | 17,805 | $2.8M |
| Capital Analysts, LLC | 0.10% | Add +10.5% | 19,664 | $2.8M |
| True Vision MN LLC | 1.64% | Add +0.4% | 19,475 | $2.7M |
| Natixis Advisors, LLC | 0.01% | Add +0.1% | 19,347 | $2.7M |
| Gen-Wealth Partners Inc | 1.13% | Add +2.3% | 19,339 | $2.7M |
| Quest 10 Wealth Builders, Inc. | 2.90% | Reduce -2.7% | 18,508 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +4.4% | 19,073 | $2.7M |
| Pinnacle Associates Ltd. | 0.04% | Add +1.5% | 18,946 | $2.7M |
| One Wealth Capital Management, LLC | 1.42% | Reduce -0.6% | 18,906 | $2.7M |
| Csenge Advisory Group | 0.15% | Add +8.9% | 20,129 | $2.6M |
| Condor Capital Management | 0.25% | Reduce -0.4% | 18,733 | $2.6M |
| Capital Advisory Group Advisory Services, LLC | 0.99% | Reduce -2.6% | 18,559 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +3.0% | 18,359 | $2.6M |
| Connecticut Wealth Management, LLC | 0.13% | Reduce -3.0% | 18,232 | $2.6M |
| Caprock Group, LLC | 0.08% | No change | 17,885 | $2.5M |
| Matthew Goff Investment Advisor, LLC | 0.46% | No change | 17,841 | $2.5M |
| Parsons Capital Management Inc. | 0.14% | Reduce -1.7% | 17,747 | $2.5M |
| SWP Financial LLC | 1.52% | Add +13.3% | 17,737 | $2.5M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -0.3% | 17,543 | $2.5M |
| Mullooly Asset Management, Inc. | 1.11% | — | 17,372 | $2.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.59% | Add +22.6% | 17,284 | $2.4M |
| Shared Vision Wealth Group LLC | 1.32% | Reduce -5.3% | 17,276 | $2.4M |
| Montis Financial, LLC | 0.71% | Add +3.0% | 17,253 | $2.4M |
| JFS Wealth Advisors, LLC | 0.16% | Add +6.9% | 17,204 | $2.4M |
| M1 Capital Management LLC | 1.50% | Reduce -4.8% | 17,116 | $2.4M |
| Synergy Investment Management, LLC | 1.00% | Add +30.4% | 17,081 | $2.4M |
| First United Bank & Trust | 0.89% | Reduce -3.4% | 16,888 | $2.4M |
| W Advisors, LLC | 1.48% | Add +5.5% | 16,864 | $2.4M |
| Tempus Wealth Planning, LLC | 0.70% | Add +2.4% | 16,800 | $2.4M |
| Strategic Equity Management | 0.99% | Add +7.2% | 16,774 | $2.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -5.5% | 16,739 | $2.4M |
| Terra Nova Asset Management LLC | 1.84% | Add +0.2% | 16,610 | $2.3M |
| HB Wealth Management, LLC | 0.02% | Add +11.7% | 16,541 | $2.3M |
| Promethium Advisors,llc | 1.49% | Reduce -2.0% | 16,535 | $2.3M |
| Lane & Associates LLC | 1.25% | Add +3.2% | 16,514 | $2.3M |
| VestGen Advisors, LLC | 0.11% | — | 16,495 | $2.3M |
| Haverford Trust Co | 0.02% | No change | 16,429 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -52.3% | 16,382 | $2.3M |
| Waverly Advisors, LLC | 0.03% | Add +18.2% | 16,261 | $2.3M |
| Lakeshore Capital Group, Inc. | 2.20% | New | 16,241 | $2.3M |
| Ayalon Insurance Comp Ltd. | 0.74% | No change | 16,230 | $2.3M |
| Glenview Trust Co | 0.04% | Reduce -34.2% | 16,211 | $2.3M |
| KKM Financial LLC | 0.96% | Reduce -14.0% | 16,205 | $2.3M |
| CPR Investments Inc. | 2.00% | Add +14.3% | 16,070 | $2.3M |
| Commonwealth Financial Services, LLC | 0.46% | Reduce -80.0% | 15,984 | $2.2M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +6.1% | 15,914 | $2.2M |
| Vertex Planning Partners, LLC | 0.49% | Add +7.4% | 15,868 | $2.2M |
| First Manhattan Co. Llc. | 0.01% | Add +0.0% | 15,740 | $2.2M |
| Flagstar Securities, Inc. | 0.56% | Reduce -6.5% | 15,466 | $2.2M |
| Leeward Financial Partners, LLC | 0.81% | Add +1.0% | 15,452 | $2.2M |
| Davis Wealth Advisors, LLC | 2.44% | Reduce -0.6% | 15,406 | $2.2M |
| Conservest Capital Advisors, Inc. | 0.23% | Reduce -2.6% | 15,393 | $2.2M |
| Fort Point Capital Partners LLC | 0.24% | Add +2.0% | 15,310 | $2.2M |
| Mgo One Seven LLC | 0.08% | Reduce -8.8% | 15,288 | $2.1M |
| Focus Partners Wealth | 0.01% | Add +11.7% | 15,215 | $2.1M |
| Duncker Streett & Co. Inc. | 0.42% | Add +0.3% | 15,053 | $2.1M |
| Sowell Financial Services LLC | 0.10% | Reduce -33.4% | 15,034 | $2.1M |
| Joel Isaacson & Co., LLC | 0.10% | Add +0.0% | 14,924 | $2.1M |
| Transamerica Financial Advisors, LLC | 0.21% | Add +0.3% | 14,915 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.18% | Add +2.9% | 14,911 | $2.1M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -3.4% | 14,823 | $2.1M |
| Firethorn Wealth Partners, LLC | 0.99% | Add +0.8% | 14,779 | $2.1M |
| Endeavor Private Wealth, Inc. | 1.12% | Add +50.0% | 14,682 | $2.1M |
| Benjamin Edwards Inc. | 0.03% | Reduce -2.4% | 14,667 | $2.1M |
| Citizens Financial Group Inc. | 0.04% | Reduce -6.7% | 14,506 | $2.0M |
| Client 1ST Advisory Group, LLC | 0.79% | Add +6.3% | 14,495 | $2.0M |
| My Legacy Advisors, LLC | 0.78% | Reduce -0.9% | 14,479 | $2.0M |
| Second Half Financial Partners, LLC | 1.01% | Reduce -1.9% | 14,465 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +3.2% | 14,425 | $2.0M |
| Tyche Wealth Partners LLC | 0.44% | Add +573.1% | 14,425 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Add +4.1% | 14,274 | $2.0M |
| LVW Advisors, LLC | 0.24% | Add +3.2% | 14,240 | $2.0M |
| Stonebrook Private Inc. | 0.52% | Add +12.0% | 14,193 | $2.0M |
| Eagle Strategies LLC | 0.35% | Add +6.3% | 14,131 | $2.0M |
| Keystone Wealth Services, LLC | 0.53% | Reduce -6.4% | 14,004 | $2.0M |
| Lantz Financial LLC | 0.53% | Add +2.6% | 13,906 | $2.0M |
| Panoramic Investment Advisors, LLC | 1.31% | Add +6.9% | 13,834 | $1.9M |
| Advus Financial Partners, LLC | 0.53% | Reduce -0.4% | 13,547 | $1.9M |
| Trustmark Bank Trust Department | 0.14% | Reduce -1.7% | 13,545 | $1.9M |
| Concorde Asset Management, LLC | 1.02% | Add +4.7% | 13,655 | $1.9M |
| Virtue Capital Management, LLC | 0.22% | Reduce -9.5% | 13,528 | $1.9M |
| Twin Peaks Wealth Advisors, LLC | 0.86% | Add +15.8% | 13,794 | $1.9M |
| Roof Eidam Maycock Peralta, LLC | 0.50% | Reduce -5.3% | 13,408 | $1.9M |
| Centaurus Financial, Inc. | 0.11% | Reduce -6.6% | 13,387 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.17% | Reduce -13.1% | 13,358 | $1.9M |
| Centurion Wealth Management LLC | 0.58% | No change | 11,686 | $1.9M |
| Counterweight Ventures, LLC | 1.33% | Add +1.5% | 13,224 | $1.9M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -0.8% | 13,176 | $1.9M |
| Waddell & Associates, LLC | 0.22% | Add +0.1% | 13,113 | $1.8M |
| LongView Wealth Management | 0.55% | Reduce -0.0% | 13,092 | $1.8M |
| Gotham Asset Management | 0.02% | New | 13,034 | $1.8M |
| Simplicity Wealth,LLC | 0.14% | New | 12,990 | $1.8M |
| Castle Rock Wealth Management, LLC | 0.48% | Reduce -1.8% | 12,704 | $1.8M |
| Ibex Wealth Advisors | 0.24% | Reduce -3.3% | 12,765 | $1.8M |
| Balance Wealth Partners LLC | 1.16% | — | 12,697 | $1.8M |
| GWN Securities Inc. | 0.10% | New | 12,047 | $1.8M |
| Bordeaux Wealth Advisors LLC | 0.33% | No change | 12,600 | $1.8M |
| LRI Investments, LLC | 0.17% | New | 12,465 | $1.8M |
| Hoxton Planning & Management, LLC | 0.67% | Reduce -0.6% | 12,457 | $1.7M |
| Outlook Wealth Advisors, LLC | 0.49% | Add +25.2% | 12,436 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.11% | Reduce -0.7% | 12,419 | $1.7M |
| Savant Capital, LLC | 0.01% | Reduce -5.9% | 12,373 | $1.7M |
| Moneywise, Inc. | 0.92% | Add +6.5% | 12,311 | $1.7M |
| Moloney Securities Asset Management, LLC | 0.23% | Reduce -1.6% | 12,278 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Add +3.8% | 12,250 | $1.7M |
| Financial Perspectives, Inc | 0.58% | Add +0.5% | 12,067 | $1.7M |
| FFG Retirement Advisors LLC | 1.15% | Reduce -17.4% | 12,039 | $1.7M |
| Westbourne Investments, Inc. | 1.02% | Reduce -2.0% | 12,010 | $1.7M |
| Adell Harriman & Carpenter Inc. | 0.13% | Reduce -20.5% | 12,000 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.29% | Reduce -8.6% | 11,974 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.09% | New | 11,957 | $1.7M |
| Old Mission Capital LLC | 0.03% | New | 11,911 | $1.7M |
| Verus Capital Partners, LLC | 0.17% | Add +1.4% | 11,902 | $1.7M |
| Magnus Financial Group LLC | 0.16% | Reduce -1.3% | 11,877 | $1.7M |
| Principle Wealth Partners LLC | 0.12% | No change | 11,862 | $1.7M |
| Bragg Financial Advisors, Inc | 0.07% | No change | 11,694 | $1.6M |
| Ballew Advisors, Inc | 1.10% | Reduce -2.3% | 12,068 | $1.6M |
| Silver Oak Securities, Incorporated | 0.15% | Add +27.3% | 11,637 | $1.6M |
| Legacy Private Trust Co. | 0.11% | Reduce -0.8% | 11,650 | $1.6M |
| Coastal Bridge Advisors, LLC | 0.23% | Add +90.7% | 11,562 | $1.6M |
| Tennessee Valley Asset Management Partners | 0.26% | Add +10.0% | 11,561 | $1.6M |
| Freestone Capital Holdings, LLC | 0.06% | Add +9.6% | 11,475 | $1.6M |
| Northwest Capital Management Inc | 0.66% | Reduce -19.6% | 11,442 | $1.6M |
| Copperleaf Capital, LLC | 0.96% | Add +6.6% | 11,401 | $1.6M |
| World Investment Advisors | 0.04% | Reduce -1.7% | 11,332 | $1.6M |
| Nikulski Financial, Inc. | 0.47% | Add +0.4% | 11,139 | $1.6M |
| Global Financial Private Client, LLC | 0.60% | Add +0.1% | 11,124 | $1.6M |
| Barnes Wealth Management Group, Inc | 1.00% | Add +3.7% | 11,081 | $1.6M |
| Journey Strategic Wealth LLC | 0.05% | Add +96.1% | 11,042 | $1.6M |
| Howard Capital Management, LLC | 0.04% | Reduce -1.9% | 10,998 | $1.5M |
| Nova Wealth Management, Inc. | 1.33% | Add +9.3% | 10,936 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Reduce -43.9% | 10,889 | $1.5M |
| Quantinno Capital Management LP | 0.01% | Add +5.7% | 10,792 | $1.5M |
| Engineers Gate Manager LP | 0.03% | New | 10,777 | $1.5M |
| WealthCare Investment Partners, LLC | 0.64% | Add +10.6% | 11,819 | $1.5M |
| Diversify Advisory Services, LLC | 0.09% | Reduce -17.8% | 10,564 | $1.5M |
| Catalina Capital Group, LLC | 0.99% | Add +1.7% | 10,530 | $1.5M |
| Sonata Capital Group Inc. | 0.64% | No change | 10,485 | $1.5M |
| Ridgeline Wealth, LLC | 1.25% | Reduce -0.7% | 10,482 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Add +3.9% | 10,477 | $1.5M |
| Seaview Investment Managers LLC | 0.36% | Add +3.7% | 10,466 | $1.5M |
| Theory Financial LLC | 0.62% | Add +2.5% | 10,460 | $1.5M |
| Montz Harcus Wealth Management LLC | 0.80% | Reduce -7.3% | 10,380 | $1.5M |
| Wesbanco Bank Inc. | 0.05% | No change | 10,365 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Add +12.2% | 10,329 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +104.0% | 10,315 | $1.4M |
| Retirement Wealth Solutions LLC | 1.16% | Add +19.4% | 10,237 | $1.4M |
| BBR Partners, LLC | 0.10% | Add +102.6% | 10,226 | $1.4M |
| NCM Capital Management, LLC | 0.65% | Add +9.2% | 10,224 | $1.4M |
| Archford Capital Strategies, LLC | 0.21% | New | 10,197 | $1.4M |
| 1832 Asset Management L.P. | 0.00% | Reduce -60.4% | 10,188 | $1.4M |
| Wealthspire Retirement, LLC | 0.11% | No change | 10,177 | $1.4M |
| Private Trust Co. NA | 0.15% | Reduce -32.7% | 10,152 | $1.4M |
| Westwood Wealth Management | 0.61% | Reduce -14.1% | 10,075 | $1.4M |
| AQR Capital Management | 0.00% | Add +58.1% | 10,066 | $1.4M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -0.5% | 10,063 | $1.4M |
| Patten & Patten Inc. | 0.09% | No change | 10,005 | $1.4M |
| Aviance Capital Partners, LLC | 0.20% | No change | 9,981 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.36% | No change | 10,702 | $1.4M |
| Maltin Wealth Management, Inc. | 0.66% | Reduce -1.3% | 9,956 | $1.4M |
| Redwood Financial Network Corp | 1.06% | Add +27.8% | 9,931 | $1.4M |
| Harmony Asset Management LLC | 0.59% | Add +2.5% | 9,928 | $1.4M |
| Interchange Capital Partners, LLC | 0.39% | Add +2.4% | 9,900 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 9,861 | $1.4M |
| Belpointe Asset Management LLC | 0.07% | New | 9,823 | $1.4M |
| Beach Investment Counsel Inc. | 0.20% | No change | 9,800 | $1.4M |
| Marcum Wealth, LLC | 0.12% | Reduce -4.1% | 9,787 | $1.4M |
| AdvisorNet Financial, Inc | 0.10% | Add +10.8% | 9,778 | $1.4M |
| Boston Family Office LLC | 0.10% | No change | 9,700 | $1.4M |
| Lake Street Private Wealth, LLC | 0.22% | No change | 9,692 | $1.4M |
| Gateway Wealth Partners, LLC | 0.30% | Add +5.3% | 9,665 | $1.4M |
| Visionary Wealth Advisors | 0.08% | Reduce -0.3% | 9,635 | $1.4M |
| Chesley Taft & Associates LLC | 0.07% | No change | 9,600 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 9,576 | $1.3M |
| Debussy Capital Management LP | 0.22% | Add +24.9% | 9,565 | $1.3M |
| Carret Asset Management, LLC | 0.15% | Reduce -0.3% | 9,541 | $1.3M |
| Cooper Financial Group | 0.18% | Add +16.6% | 9,506 | $1.3M |
| Apollon Financial, LLC | 0.31% | Reduce -8.9% | 9,434 | $1.3M |
| Charter Oak Capital Management, LLC | 0.12% | Reduce -5.0% | 9,335 | $1.3M |
| HCR Wealth Advisors | 0.17% | Reduce -1.3% | 9,229 | $1.3M |
| Meridian Management Co. | 0.40% | No change | 9,200 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.15% | Add +2.6% | 9,184 | $1.3M |
| Meridian Wealth Advisors, LLC | 0.22% | Reduce -1.4% | 9,086 | $1.3M |
| First Citizens Bank & Trust Co. | 0.03% | No change | 9,025 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +11.8% | 9,025 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.15% | No change | 8,892 | $1.2M |
| Signet Financial Management, LLC | 0.16% | New | 8,646 | $1.2M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -32.0% | 8,613 | $1.2M |
| Wealthstar Advisors, LLC | 0.55% | Reduce -11.9% | 8,551 | $1.2M |
| Wealth Quarterback LLC | 0.68% | New | 8,548 | $1.2M |
| Fulcrum Equity Management | 1.31% | Add +12.4% | 8,510 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +35.3% | 8,462 | $1.2M |
| Wealthgarden F.S. LLC | 1.13% | Reduce -12.1% | 8,401 | $1.2M |
| First National Trust Co | 0.05% | Reduce -18.7% | 8,399 | $1.2M |
| Barclays PLC | 0.00% | Add +115.0% | 8,395 | $1.2M |
| Bush Investment Group, LLC | 0.88% | Reduce -0.9% | 8,362 | $1.2M |
| Advisory Alpha, LLC | 0.04% | Reduce -1.9% | 8,342 | $1.2M |
| Bison Wealth, LLC | 0.11% | Reduce -15.2% | 8,323 | $1.2M |
| Guidance Capital, Inc. | 0.35% | Add +10.5% | 7,842 | $1.2M |
| RCS Financial Planning, LLC | 0.61% | Add +5.6% | 8,206 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | Add +0.7% | 8,183 | $1.1M |
| Dakota Wealth Management | 0.03% | No change | 8,175 | $1.1M |
| DecisionMap Wealth Management, LLC | 0.87% | Add +9.6% | 8,173 | $1.1M |
| Merkkuri Wealth Advisors LLC | 0.98% | Add +1.7% | 8,160 | $1.1M |
| Allworth Financial LP | 0.01% | Add +1.4% | 8,113 | $1.1M |
| Riverview Capital Advisers, LLC | 0.35% | No change | 9,834 | $1.1M |
| Alterna Wealth Management, Inc. | 0.86% | Add +36.2% | 8,026 | $1.1M |
| Bawa N Mallick Trust | 0.53% | No change | 8,000 | $1.1M |
| Richard P Slaughter Associates Inc | 0.26% | Reduce -89.3% | 7,950 | $1.1M |
| Rossby Financial, LCC | 0.48% | Add +3.6% | 7,764 | $1.1M |
| Redwood Investment Management, LLC | 0.12% | Add +3.2% | 7,851 | $1.1M |
| Investment Advisory Group, LLC | 0.36% | Add +3.0% | 7,738 | $1.1M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -5.5% | 7,709 | $1.1M |
| Fullcircle Wealth LLC | 0.44% | Add +5.8% | 7,564 | $1.1M |
| Franklin Resources Inc. | 0.00% | Reduce -3.7% | 7,644 | $1.1M |
| Aprio Wealth Management, LLC | 0.13% | Add +35.5% | 7,623 | $1.1M |
| Dohj, LLC | 0.24% | Reduce -6.6% | 7,598 | $1.1M |
| Saxon Interests, Inc. | 0.50% | Add +6.9% | 7,544 | $1.1M |
| Stanich Group LLC | 0.78% | Add +2.1% | 7,528 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -4.1% | 7,528 | $1.1M |
| Lanark Financial, Inc. | 0.09% | — | 7,379 | $1.0M |
| Commonwealth Retirement Investments LLC | 0.42% | Add +2.7% | 7,340 | $1.0M |
| KPP Advisory Services LLC | 0.19% | Add +5.2% | 7,250 | $1.0M |
| CX Institutional | 0.04% | Reduce -14.9% | 7,218 | $1.0M |
| MKT Advisors LLC | 0.47% | Add +8.0% | 8,089 | $1.0M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +44.3% | 7,200 | $1.0M |
| M3 Advisory Group, LLC | 0.80% | Reduce -0.8% | 7,194 | $1.0M |
| Kaydan Wealth Management, Inc. | 0.32% | No change | 7,185 | $1.0M |
| CWA Asset Management Group, LLC | 0.05% | Add +26.1% | 7,165 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +51.5% | 7,096 | $997K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.8% | 7,086 | $995K |
| Absolute Capital Management, LLC | 0.57% | Reduce -7.3% | 7,056 | $991K |
| American Institute for Advanced Investment Management, LLP | 0.75% | Add +0.8% | 6,968 | $979K |
| Hudson Portfolio Management LLC | 0.94% | No change | 6,955 | $977K |
| Westside Investment Management, Inc. | 0.21% | Reduce -0.1% | 6,894 | $970K |
| Blalock Williams, LLC | 1.09% | Reduce -2.2% | 6,904 | $970K |
| Glenmede Trust Co. NA | 0.01% | Add +6.2% | 6,891 | $968K |
| Yukon Wealth Management, Inc. | 0.40% | — | 6,882 | $967K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -9.3% | 6,713 | $950K |
| Sutton Place Investors LLC | 0.63% | Add +0.3% | 6,706 | $942K |
| First Western Trust Bank | 0.05% | No change | 6,700 | $941K |
| Essex Financial Services, Inc. | 0.07% | Reduce -0.3% | 6,690 | $940K |
| Maryland Capital Advisors Inc. | 0.41% | No change | 6,680 | $938K |
| Ameriflex Group, Inc. | 0.38% | Add +66.4% | 6,669 | $937K |
| Olde Wealth Management, LLC | 0.33% | No change | 6,667 | $936K |
| Fortis Group Advisors, LLC | 0.18% | Reduce -45.0% | 6,659 | $935K |
| Millennium Management | 0.00% | New | 6,606 | $928K |
| Willner & Heller, LLC | 0.86% | Add +0.1% | 6,606 | $928K |
| Avior Wealth Management, LLC | 0.04% | Add +39.9% | 6,605 | $928K |
| OMNI 360 Wealth, Inc. | 0.61% | Add +2.6% | 6,532 | $917K |
| LifePlan Investment Advisors, Inc. | 0.53% | Add +21.1% | 6,507 | $914K |
| Nwam LLC | 0.08% | Reduce -68.5% | 6,494 | $912K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -2.4% | 6,459 | $907K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -86.8% | 6,400 | $899K |
| Zhang Financial LLC | 0.05% | New | 6,347 | $891K |
| PKS Advisory Services, LLC | 0.24% | Add +0.5% | 6,327 | $889K |
| Better Money Decisions, LLC | 0.59% | Add +0.1% | 6,270 | $881K |
| BCU Wealth Advisors, LLC | 0.46% | Add +19.1% | 6,228 | $875K |
| Sovereign Financial Group, Inc. | 0.20% | Reduce -3.0% | 6,130 | $861K |
| WealthPLAN Partners, LLC | 0.12% | Add +3.1% | 6,073 | $853K |
| Park National Corp. | 0.03% | Reduce -2.4% | 6,050 | $850K |
| Unified Investment Management | 1.00% | Reduce -7.2% | 6,045 | $849K |
| FPC Investment Advisory, Inc. | 0.58% | Reduce -0.7% | 5,735 | $845K |
| Invictus Private Wealth, LLC | 0.07% | Reduce -0.6% | 6,010 | $844K |
| Lavaca Capital LLC | 0.38% | No change | 6,000 | $843K |
| Tiaa Trust, National Association | 0.00% | Reduce -4.0% | 5,994 | $842K |
| Financial Advocates Investment Management | 0.06% | Reduce -37.9% | 7,478 | $841K |
| Latitude Advisors, LLC | 0.49% | Reduce -15.0% | 5,979 | $840K |
| Insigneo Advisory Services, LLC | 0.09% | Reduce -1.3% | 5,872 | $825K |
| FAS Wealth Partners, Inc. | 0.07% | Reduce -0.9% | 5,854 | $822K |
| Regimen Wealth, LLC | 0.26% | Reduce -1.6% | 5,852 | $822K |
| Stillwater Wealth Management Group | 0.71% | Reduce -15.5% | 5,850 | $822K |
| Montag A & Associates Inc. | 0.04% | No change | 5,838 | $820K |
| AlTi Global, Inc. | 0.02% | Reduce -15.2% | 5,807 | $816K |
| Dagco, Inc. | 0.26% | Add +43.0% | 5,800 | $815K |
| StoneX Group Inc. | 0.04% | Reduce -8.4% | 5,785 | $812K |
| Vantage Point Financial LLC | 0.41% | Add +17.3% | 5,770 | $810K |
| Full Sail Capital, LLC | 0.05% | Reduce -7.5% | 5,740 | $806K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -12.2% | 5,739 | $806K |
| Chapin Davis, Inc. | 0.27% | No change | 5,718 | $803K |
| Greenleaf Trust | 0.01% | No change | 5,657 | $794K |
| Signal Advisors Wealth, LLC | 0.08% | Reduce -10.4% | 5,648 | $793K |
| Axecap Investments, LLC | 0.67% | Reduce -20.0% | 5,639 | $792K |
| Transform Wealth, LLC | 0.05% | Reduce -4.3% | 5,602 | $787K |
| World Equity Group, Inc. | 0.22% | Reduce -36.7% | 5,600 | $787K |
| Clearview Wealth Advisors LLC | 0.59% | Reduce -7.3% | 5,595 | $786K |
| Kesler, Norman & Wride, LLC | 0.15% | Add +7.7% | 5,588 | $785K |
| Beacon Financial Advisory LLC | 0.24% | Add +7.5% | 5,580 | $784K |
| NorthRock Partners, LLC | 0.03% | Add +1.5% | 5,576 | $783K |
| N.E.W. Advisory Services LLC | 0.06% | Reduce -0.3% | 5,517 | $775K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 5,500 | $772K |
| Genesee Capital Advisors, LLC | 0.38% | Reduce -28.1% | 5,468 | $768K |
| Allen Investment Management, LLC | 0.01% | No change | 5,464 | $767K |
| Concord Wealth Partners | 0.13% | No change | 5,431 | $763K |
| Courier Capital LLC | 0.05% | Add +23.4% | 5,430 | $763K |
| Optivise Advisory Services LLC | 0.43% | Reduce -12.5% | 5,395 | $758K |
| Eaton Financial Holdings Company, LLC | 0.31% | Reduce -21.1% | 5,333 | $749K |
| UNIVEST FINANCIAL Corp | 0.05% | Add +0.1% | 5,250 | $737K |
| Palumbo Wealth Management LLC | 0.24% | No change | 5,200 | $730K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -0.0% | 5,148 | $722K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.0% | 5,131 | $721K |
| Mainstream Capital Management LLC | 0.57% | Add +3.0% | 5,092 | $715K |
| Obsidian Cio, LLC | 0.12% | Add +246.0% | 5,062 | $711K |
| Arete Wealth Advisors, LLC | 0.05% | Add +20.3% | 5,045 | $708K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -1.0% | 5,022 | $705K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.12% | Add +2.7% | 5,008 | $703K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -9.6% | 4,994 | $701K |
| Choate Investment Advisors | 0.02% | No change | 4,950 | $695K |
| Symphony Financial Services, Inc. | 0.45% | Add +4.0% | 4,949 | $695K |
| Petix & Botte Co | 0.18% | Add +1.0% | 4,921 | $691K |
| Maripau Wealth Management LLC | 0.40% | Reduce -11.9% | 4,906 | $689K |
| Aurora Private Wealth, Inc. | 0.55% | Reduce -50.7% | 4,902 | $688K |
| Stratos Investment Management, LLC | 0.04% | Add +3.8% | 4,870 | $684K |
| Rede Wealth, LLC | 0.24% | No change | 4,868 | $684K |
| Investor's Fiduciary Advisor Network, LLC | 0.32% | Reduce -11.1% | 4,850 | $681K |
| Occidental Asset Management, LLC | 0.10% | Reduce -0.5% | 4,824 | $677K |
| Sierra Summit Advisors LLC | 0.15% | No change | 4,812 | $676K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.7% | 4,794 | $673K |
| Intrepid Financial Planning Group LLC | 0.31% | Add +67.3% | 4,759 | $668K |
| Burns J W & Co. Inc. | 0.09% | Reduce -0.1% | 4,693 | $659K |
| Roman Butler Fullerton & Co. | 0.26% | Add +0.0% | 4,804 | $658K |
| Synovus Financial Corp. | 0.01% | Reduce -2.2% | 4,683 | $658K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +22.0% | 4,678 | $657K |
| Affiance Financial, LLC | 0.15% | Reduce -1.9% | 4,676 | $657K |
| Wealthstream Advisors, Inc. | 0.12% | No change | 4,623 | $649K |
| Harbor Investment Advisory, LLC | 0.06% | Add +0.4% | 4,610 | $647K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +2.1% | 4,584 | $644K |
| Mission Wealth Management, LP | 0.02% | Add +2.1% | 4,581 | $643K |
| Schnieders Capital Management LLC | 0.14% | Add +1.4% | 4,532 | $636K |
| One Capital Management, LLC | 0.02% | No change | 4,516 | $634K |
| Cornerstone Wealth Group, LLC | 0.05% | No change | 4,505 | $633K |
| Spinnaker Trust | 0.04% | No change | 4,503 | $632K |
| Lighthouse Financial LLC | 0.55% | Reduce -2.2% | 4,500 | $632K |
| Buck Wealth Strategies, LLC | 0.11% | New | 4,498 | $632K |
| Orange Investment Advisors, Inc. | 0.08% | Reduce -3.1% | 4,495 | $631K |
| Simon Quick Advisors, LLC | 0.04% | Add +9.0% | 4,481 | $629K |
| Wetzel Investment Advisors, Inc. | 0.32% | Add +1.4% | 4,476 | $629K |
| Kovack Advisors, Inc. | 0.07% | Reduce -11.6% | 4,466 | $627K |
| JT Stratford LLC | 0.11% | Add +46.8% | 4,463 | $627K |
| Brookwood Investment Group LLC | 0.11% | — | 4,405 | $619K |
| Elios Financial Group Inc. | 0.30% | Add +0.5% | 4,397 | $618K |
| Adapt Wealth Advisors, LLC | 0.30% | No change | 4,396 | $617K |
| Hilltop Holdings Inc. | 0.04% | Add +21.6% | 4,390 | $616K |
| Meritage Portfolio Management | 0.04% | No change | 4,362 | $613K |
| Warner Financial, Inc. | 0.27% | No change | 4,313 | $606K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -8.3% | 4,284 | $602K |
| Rik Saylor Financial, Inc. | 0.53% | No change | 4,276 | $601K |
| LexAurum Advisors, LLC | 0.12% | Add +1.1% | 4,269 | $600K |
| Raleigh Capital Management Inc. | 0.27% | Reduce -1.2% | 4,266 | $599K |
| Savvy Advisors, Inc. | 0.06% | Add +146.4% | 4,239 | $595K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 4,238 | $595K |
| Planned Solutions, Inc. | 0.24% | New | 4,210 | $591K |
| Emergent Wealth Advisors, LLC | 0.43% | Reduce -16.7% | 4,200 | $590K |
| Golden State Wealth Management, LLC | 0.09% | Add +0.5% | 4,194 | $589K |
| United Capital Management of KS, Inc. | 0.12% | Reduce -1.8% | 4,194 | $589K |
| TrueWealth Advisors, LLC | 0.19% | Reduce -17.4% | 4,179 | $587K |
| Advance Capital Management, Inc. | 0.03% | No change | 4,137 | $581K |
| B.O.S.S. Retirement Advisors, LLC | 0.17% | Reduce -0.9% | 4,083 | $573K |
| Cutter & CO Brokerage, Inc. | 0.14% | Reduce -8.1% | 4,080 | $573K |
| 5T Wealth, LLC | 0.32% | Reduce -4.4% | 4,063 | $571K |
| Valeo Financial Advisors, LLC | 0.02% | Add +3.7% | 4,048 | $569K |
| GFS Advisors, LLC | 0.11% | No change | 4,035 | $567K |
| Procyon Advisors, LLC | 0.03% | Reduce -1.6% | 4,035 | $567K |
| Argyle Capital Partners, LLC | 0.48% | Reduce -1.1% | 4,017 | $564K |
| Hutchens & Kramer Investment Management Group, LLC | 0.31% | Reduce -7.1% | 4,014 | $564K |
| Modera Wealth Management, LLC | 0.01% | Add +0.6% | 4,012 | $563K |
| Westover Capital Advisors, LLC | 0.12% | No change | 4,000 | $562K |
| Dodds Wealth, LLC | 0.18% | Add +137.0% | 4,000 | $562K |
| Washington Trust Bank | 0.06% | No change | 3,993 | $561K |
| Advisor Resource Council | 0.05% | New | 3,999 | $560K |
| RPS Advisory Solutions LLC | 0.40% | Add +130.2% | 3,983 | $559K |
| Root Financial Partners, LLC | 0.06% | Reduce -1.4% | 3,950 | $555K |
| Accelerate Investment Advisors LLC | 0.46% | Add +8.0% | 3,934 | $553K |
| Diversified Trust Co. | 0.01% | Reduce -31.2% | 3,880 | $545K |
| Family Manage LLC | 0.09% | No change | 3,860 | $542K |
| RHS Financial, LLC | 0.30% | Reduce -40.6% | 3,848 | $540K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 3,827 | $538K |
| Strategy Asset Managers LLC | 0.11% | No change | 3,810 | $535K |
| Private Client Services, LLC | 0.26% | Add +12.7% | 3,769 | $529K |
| Prudent Investors Network, Inc. | 0.15% | Reduce -4.9% | 3,751 | $527K |
| QRG Capital Management, Inc. | 0.01% | Reduce -20.2% | 3,749 | $527K |
| Hilltop Partners LLC | 0.18% | Reduce -0.6% | 3,725 | $523K |
| Kingsview Wealth Management, LLC | 0.01% | Add +63.9% | 3,710 | $521K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +14.2% | 3,702 | $520K |
| JARISLOWSKY, FRASER Ltd | 0.00% | No change | 3,700 | $520K |
| Biondo Investment Advisors, LLC | 0.07% | Reduce -7.9% | 3,685 | $518K |
| Schorn Wealth LLC | 0.17% | No change | 3,684 | $517K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +4.2% | 3,676 | $516K |
| Comprehensive Financial Planning, Inc. | 0.50% | Reduce -34.5% | 3,633 | $510K |
| Sax Wealth Advisors, LLC | 0.04% | Add +2.7% | 3,633 | $510K |
| TFG Advisers LLC | 0.19% | Add +0.8% | 3,632 | $510K |
| Grant/GrossMendelsohn, LLC | 0.28% | Reduce -1.5% | 3,588 | $510K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.0% | 3,625 | $509K |
| SkyView Investment Advisors, LLC | 0.08% | Reduce -43.8% | 3,616 | $508K |
| Safeguard Financial, LLC | 0.11% | New | 3,599 | $506K |
| Presidio Capital Management, LLC | 0.21% | Reduce -32.0% | 3,586 | $504K |
| Chesapeake Wealth Management | 0.18% | Reduce -0.9% | 3,549 | $498K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +54.2% | 3,546 | $498K |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.7% | 3,497 | $491K |
| WT Wealth Management | 0.16% | Add +0.6% | 3,481 | $489K |
| Michels Family Financial, LLC | 0.44% | Reduce -0.6% | 3,437 | $483K |
| Oxinas Partners, LLC | 0.28% | Add +0.2% | 3,433 | $482K |
| May Hill Capital, LLC | 0.18% | New | 3,373 | $474K |
| XML Financial, LLC | 0.04% | Reduce -23.4% | 3,366 | $473K |
| Old North State Wealth Management, LLC | 0.26% | Reduce -0.9% | 3,355 | $472K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 3,346 | $470K |
| Essex Bank | 0.12% | Reduce -16.7% | 3,345 | $470K |
| Moment Partners, LLC | 0.09% | No change | 3,339 | $469K |
| Intrua Financial, LLC | 0.07% | Reduce -18.9% | 3,327 | $467K |
| WealthTrak Capital Management LLC | 0.40% | Add +4.1% | 3,321 | $466K |
| Flputnam Investment Management Co. | 0.01% | Add +7.8% | 3,313 | $465K |
| Dentgroup LLC | 0.35% | Reduce -5.0% | 3,311 | $465K |
| Fairvoy Private Wealth, LLC | 0.13% | Reduce -1.6% | 3,309 | $465K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 3,292 | $462K |
| RDA Financial Network | 0.14% | Reduce -1.7% | 3,269 | $459K |
| Kanawha Capital Management LLC | 0.04% | No change | 3,251 | $457K |
| Aspire Private Capital, LLC | 0.11% | Add +6.3% | 3,236 | $454K |
| Naples Global Advisors, LLC | 0.04% | Reduce -2.5% | 3,207 | $450K |
| Horizon Wealth Management, LLC | 0.08% | Reduce -23.7% | 3,202 | $450K |
| Sensible Money, LLC | 0.19% | No change | 3,200 | $449K |
| Columbia Bank | 0.16% | No change | 3,200 | $449K |
| Asset Dedication, LLC | 0.04% | No change | 3,200 | $449K |
| Semmax Financial Advisors Inc. | 0.12% | Add +4.6% | 3,028 | $449K |
| NewEdge Wealth, LLC | 0.01% | New | 3,152 | $443K |
| Correct Capital Wealth Management | 0.09% | No change | 3,131 | $440K |
| Atlatl Advisers LLC | 0.28% | Reduce -1.5% | 3,071 | $431K |
| TD Private Client Wealth LLC | 0.01% | Add +7.1% | 3,066 | $431K |
| Antonelli Financial Advisors, LLC | 0.34% | Reduce -0.1% | 3,038 | $427K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -85.7% | 3,037 | $427K |
| Samalin Investment Counsel, LLC | 0.17% | Reduce -5.0% | 2,977 | $418K |
| Manchester Capital Management LLC | 0.05% | No change | 2,968 | $417K |
| Next Level Private LLC | 0.15% | Add +0.0% | 2,942 | $413K |
| Summit Financial, LLC | 0.01% | Add +84.2% | 2,909 | $409K |
| Integrated Capital Management, LLC | 0.22% | Reduce -31.3% | 2,906 | $408K |
| Paces Ferry Wealth Advisors, LLC | 0.20% | No change | 2,890 | $406K |
| Resurgent Financial Advisors LLC | 0.24% | Add +2.9% | 2,889 | $406K |
| Carderock Capital Management Inc. | 0.11% | Reduce -4.2% | 2,875 | $404K |
| Verger Capital Management LLC | 0.18% | Add +0.1% | 2,873 | $403K |
| D L Carlson Investment Group Inc. | 0.08% | Reduce -5.1% | 2,870 | $403K |
| Penobscot Wealth Management | 0.17% | Add +0.0% | 2,849 | $400K |
| Freedom Investment Management, Inc. | 0.03% | Add +110.2% | 2,835 | $398K |
| Yardley Wealth Management LLC | 0.23% | Reduce -75.0% | 2,817 | $396K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 2,817 | $396K |
| MSH Capital Advisors LLC | 0.12% | Add +27.7% | 2,805 | $394K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 2,805 | $394K |
| Rappaport Reiches Capital Management, LLC | 0.10% | Reduce -10.0% | 2,805 | $394K |
| Asset Management Group, Inc. | 0.07% | No change | 2,802 | $394K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +54.9% | 2,795 | $392K |
| Associated Banc-Corp | 0.01% | No change | 2,794 | $392K |
| Lifeworks Advisors, LLC | 0.07% | Add +6.5% | 2,790 | $392K |
| Bensler, LLC | 0.05% | Add +11.7% | 2,773 | $389K |
| Sound Income Strategies, LLC | 0.02% | Reduce -9.2% | 2,754 | $387K |
| 3Chopt Investment Partners, LLC | 0.10% | New | 2,746 | $386K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,743 | $385K |
| Legacy Financial Advisors, Inc. | 0.06% | No change | 2,739 | $385K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.2% | 2,730 | $383K |
| Puff Wealth Management, LLC | 0.68% | Add +0.1% | 2,728 | $383K |
| Confluence Wealth Services, Inc. | 0.02% | Add +28.6% | 2,832 | $382K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -4.7% | 2,598 | $381K |
| Warm Springs Advisors Inc. | 0.38% | Add +0.6% | 2,712 | $381K |
| WESPAC Advisors SoCal, LLC | 0.10% | No change | 2,710 | $381K |
| Fifth Third Bancorp | 0.00% | Add +7.3% | 2,685 | $377K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +13.1% | 2,683 | $377K |
| Nicolet Advisory Services, LLC | 0.04% | Add +0.2% | 2,833 | $376K |
| PUREfi Wealth, LLC | 0.37% | Add +8.9% | 2,668 | $375K |
| Transce3nd, LLC | 0.16% | Add +11.8% | 2,620 | $368K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +101.5% | 2,618 | $368K |
| HT Partners LLC | 0.13% | No change | 2,612 | $367K |
| Smith, Moore & Co. | 0.03% | Add +23.6% | 2,608 | $366K |
| Peachtree Investment Partners, LLC | 0.14% | Reduce -8.8% | 2,590 | $364K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -1.7% | 2,556 | $359K |
| Atlas Brown,Inc. | 0.13% | Reduce -21.6% | 2,550 | $358K |
| Semus Wealth Partners LLC | 0.25% | Add +5.2% | 2,520 | $354K |
| Beaird Harris Wealth Management, LLC | 0.03% | Reduce -6.0% | 2,505 | $352K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 2,503 | $352K |
| Blue Fin Capital, Inc. | 0.07% | Reduce -0.1% | 2,498 | $351K |
| Betterment LLC | 0.00% | Reduce -1.3% | 2,488 | $349K |
| Central Bank & Trust Co. | 0.06% | New | 2,424 | $340K |
| Accredited Investors Inc. | 0.02% | No change | 2,424 | $340K |
| TFB Advisors LLC | 0.10% | Reduce -0.3% | 2,422 | $340K |
| Lion Street Advisors, LLC | 0.11% | Add +13.7% | 2,411 | $339K |
| PFG Advisors | 0.02% | Reduce -9.4% | 2,403 | $337K |
| First City Capital Management, Inc. | 0.20% | No change | 2,400 | $337K |
| Ranch Capital Advisors Inc. | 0.16% | No change | 2,400 | $337K |
| Cidel Asset Management Inc. | 0.02% | Reduce -0.9% | 2,400 | $337K |
| Tudor Investment Corporation | 0.00% | Add +39.6% | 2,397 | $337K |
| Ceera Investments, LLC | 0.12% | No change | 2,395 | $336K |
| Harvest Investment Services, LLC | 0.09% | Add +38.5% | 2,385 | $335K |
| SCS Capital Management LLC | 0.00% | New | 2,385 | $335K |
| Center for Financial Planning, Inc. | 0.04% | Reduce -8.5% | 2,384 | $335K |
| Financial Gravity Asset Management, Inc. | 0.07% | — | 2,383 | $335K |
| Peddock Capital Advisors, LLC | 0.08% | No change | 2,368 | $333K |
| Everpar Advisors LLC | 0.18% | Add +21.4% | 2,355 | $331K |
| Jefferies Financial Group Inc. | 0.01% | Add +13.6% | 2,347 | $330K |
| Granite Bay Wealth Management, LLC | 0.11% | Reduce -9.2% | 2,341 | $329K |
| Ignite Planners, LLC | 0.06% | Add +0.0% | 2,254 | $329K |
| Tilson Financial Group, Inc. | 0.13% | Add +0.0% | 2,337 | $328K |
| HHM Wealth Advisors, LLC | 0.04% | Add +0.4% | 2,332 | $328K |
| Sterling Investment Advisors LLC | 0.18% | Reduce -5.1% | 2,330 | $327K |
| Altfest L J & Co. Inc. | 0.04% | No change | 2,330 | $327K |
| Westfuller Advisors, LLC | 0.22% | Add +0.0% | 2,326 | $327K |
| Capital Market Strategies LLC | 0.22% | No change | 2,324 | $326K |
| Harbour Trust & Investment Management Co | 0.04% | Reduce -6.3% | 2,317 | $325K |
| Independence Bank of Kentucky | 0.05% | Reduce -3.2% | 2,306 | $324K |
| IMZ Advisory Inc | 0.15% | Reduce -4.9% | 2,295 | $322K |
| Garrison Point Advisors, LLC | 0.16% | No change | 2,290 | $322K |
| Weaver Consulting Group | 0.10% | No change | 2,269 | $319K |
| Planning Directions Inc. | 0.14% | Add +1.4% | 2,254 | $317K |
| Sierra Ocean, LLC | 0.25% | Reduce -0.1% | 2,250 | $316K |
| Blue Barn Wealth, LLC | 0.16% | Add +0.0% | 2,250 | $316K |
| Clark Capital Management Group, Inc. | 0.00% | Add +9.7% | 2,247 | $316K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -22.9% | 2,319 | $315K |
| Adams Wealth Management | 0.06% | New | 2,228 | $313K |
| CacheTech Inc. | 0.06% | New | 2,228 | $313K |
| BIP Wealth, LLC | 0.02% | No change | 2,223 | $312K |
| Silicon Valley Capital Partners | 0.04% | Add +0.1% | 2,204 | $310K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 2,200 | $309K |
| HM Payson & Co. | 0.01% | No change | 2,200 | $309K |
| Innovative Wealth Building LLC | 0.28% | Reduce -1.3% | 2,198 | $309K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | No change | 2,193 | $308K |
| Two West Capital Advisors LLC | 0.26% | Add +35.5% | 2,260 | $307K |
| NorthCoast Asset Management LLC | 0.00% | Add +32.7% | 2,177 | $306K |
| Apex Wealth Management, LLC | 0.27% | Reduce -59.2% | 2,170 | $305K |
| Oldfather Financial Services, LLC | 0.12% | New | 2,170 | $305K |
| GAMMA Investing LLC | 0.02% | Reduce -0.4% | 2,166 | $304K |
| Caliber Wealth Management, LLC / KS | 0.04% | — | 2,156 | $303K |
| VestGen Investment Management | 0.23% | Reduce -18.1% | 2,140 | $301K |
| Atlantic Edge Private Wealth Management, LLC | 0.09% | No change | 2,140 | $301K |
| Garde Capital, Inc. | 0.02% | Add +0.1% | 2,134 | $300K |
| Smithbridge Asset Management Inc. | 0.06% | — | 2,115 | $297K |
| Resolute Wealth Strategies, LLC | 0.16% | Add +31.4% | 2,095 | $294K |
| Circle Wealth Management, LLC | 0.01% | No change | 2,093 | $294K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -8.3% | 2,093 | $294K |
| Bremer Bank National Association | 0.05% | No change | 2,088 | $293K |
| HRT Financial LP | 0.00% | New | 2,092 | $293K |
| Ascentis Independent Advisors | 0.06% | Reduce -12.4% | 2,078 | $292K |
| Powell Investment Advisors, LLC | 0.14% | Add +13.9% | 2,078 | $292K |
| Pinnacle Family Advisors, LLC | 0.16% | Add +19.2% | 2,063 | $290K |
| Guidance Point Advisors, LLC | 0.09% | Add +8.2% | 2,047 | $288K |
| Money Concepts Capital Corp. | 0.02% | Reduce -0.2% | 2,044 | $287K |
| Jackson Square Capital, LLC | 0.09% | Add +22.0% | 2,044 | $287K |
| Jacobi Capital Management LLC | 0.02% | No change | 2,044 | $287K |
| Baldwin Investment Management, LLC | 0.03% | No change | 2,030 | $285K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -91.9% | 2,023 | $284K |
| Madden Advisory Services, Inc. | 0.13% | No change | 2,022 | $284K |
| Anchor Investment Management, LLC | 0.03% | Reduce -2.3% | 2,022 | $284K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -5.8% | 2,016 | $283K |
| Venture Visionary Partners LLC | 0.01% | No change | 2,008 | $282K |
| Widmann Financial Services, Inc. | 0.22% | Reduce -1.3% | 2,000 | $281K |
| Argentarii, LLC | 0.14% | No change | 2,000 | $281K |
| Dover Advisors, LLC | 0.12% | No change | 2,000 | $281K |
| Rialto Wealth Management, LLC | 0.09% | No change | 2,000 | $281K |
| Cambridge Advisors Inc. | 0.06% | No change | 2,000 | $281K |
| MV Capital Management, Inc. | 0.03% | Reduce -43.7% | 2,000 | $281K |
| First National Bank of Omaha | 0.02% | No change | 2,000 | $281K |
| LGT Financial Advisors LLC | 0.85% | Reduce -0.3% | 1,975 | $278K |
| Marino, Stram & Associates LLC | 0.06% | Reduce -1.4% | 1,963 | $276K |
| Pitcairn Co. | 0.02% | No change | 1,963 | $276K |
| Three Seasons Wealth, LLC | 0.14% | Reduce -94.9% | 1,959 | $275K |
| Lakeshore Financial Planning, Inc. | 0.11% | No change | 1,956 | $275K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -3.2% | 1,952 | $274K |
| Herold Advisors, Inc. | 0.06% | Add +7.2% | 1,943 | $273K |
| Hobart Private Capital, LLC | 0.07% | Reduce -0.1% | 1,941 | $273K |
| Fisher Asset Management | 0.00% | Reduce -30.4% | 1,926 | $271K |
| Peoples Bank | 0.18% | Reduce -1.4% | 1,926 | $270K |
| Colonial Trust Co / SC | 0.04% | Reduce -2.3% | 1,920 | $270K |
| Midwest Heritage Bank, FSB | 0.11% | Reduce -5.0% | 1,919 | $270K |
| Human Investing LLC | 0.05% | Add +10.6% | 1,916 | $269K |
| CVA Family Office, LLC | 0.04% | Reduce -24.2% | 1,915 | $269K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -8.0% | 1,914 | $269K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,910 | $268K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -8.3% | 1,908 | $268K |
| V2 Financial group LLC | 0.17% | No change | 1,900 | $267K |
| Nilsine Partners, LLC | 0.03% | No change | 1,895 | $266K |
| Novak & Powell Financial Services, Inc. | 0.17% | No change | 1,894 | $266K |
| Gryphon Financial Partners LLC | 0.04% | No change | 1,891 | $266K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +12.0% | 1,880 | $264K |
| SOA Wealth Advisors, LLC. | 0.05% | Reduce -25.3% | 1,873 | $263K |
| Hopwood Financial Services, Inc. | 0.20% | No change | 1,860 | $261K |
| Transcendent Capital Group LLC | 0.15% | Add +1.9% | 1,849 | $260K |
| New Republic Capital, LLC | 0.11% | Reduce -4.2% | 1,844 | $259K |
| First Bancorp, Inc | 0.17% | Add +9.1% | 1,843 | $259K |
| Roble, Belko & Company, Inc | 0.04% | No change | 1,835 | $258K |
| Rockland Trust Co. | 0.01% | Reduce -5.1% | 1,835 | $258K |
| Potentia Wealth | 0.12% | Add +1.2% | 1,830 | $257K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -7.2% | 1,830 | $257K |
| Advisors Management Group Inc. | 0.06% | No change | 1,823 | $256K |
| Campion Asset Management | 0.20% | No change | 1,800 | $253K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -5.2% | 1,784 | $251K |
| Pennington Partners & Co., LLC | 0.14% | No change | 1,782 | $250K |
| Ariadne Wealth Management, LP | 0.13% | No change | 1,686 | $250K |
| Key Financial Inc | 0.05% | No change | 1,776 | $249K |
| Everhart Financial Group, Inc. | 0.03% | Add +1.5% | 1,771 | $249K |
| Tiller Private Wealth, Inc. | 0.10% | Reduce -4.1% | 1,765 | $248K |
| Gradient Capital Advisors, LLC | 0.08% | No change | 1,760 | $247K |
| Bailard, Inc. | 0.01% | No change | 1,756 | $247K |
| Quartz Partners, LLC | 0.15% | Reduce -52.6% | 1,754 | $246K |
| Tranquility Partners, LLC | 0.10% | No change | 1,752 | $246K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -5.7% | 1,749 | $246K |
| Argent Trust Co | 0.01% | Add +0.4% | 1,742 | $245K |
| Thoma Capital Management LLC | 0.17% | Add +2.2% | 1,741 | $245K |
| Brueske Advisory Services, LLC | 0.23% | New | 1,726 | $242K |
| Mandatum Life Insurance Co Ltd | 0.07% | No change | 1,722 | $242K |
| First Financial Bankshares Inc | 0.01% | No change | 1,720 | $242K |
| Lloyd Advisory Services, LLC. | 0.12% | Reduce -8.8% | 1,714 | $241K |
| Callan Capital, LLC | 0.02% | Reduce -0.1% | 1,713 | $241K |
| Marco Investment Management LLC | 0.02% | No change | 1,700 | $239K |
| BNP Paribas Financial Markets | 0.00% | Add +597.1% | 1,687 | $237K |
| Elevation Wealth Partners, LLC | 0.10% | Add +3533.3% | 1,635 | $230K |
| Central Valley Advisors, LLC | 0.09% | No change | 1,634 | $229K |
| MGB Wealth Management, LLC | 0.08% | No change | 1,628 | $229K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -1.1% | 1,625 | $228K |
| Flower City Capital | 0.15% | No change | 1,620 | $228K |
| Provident Wealth Management, LLC | 0.08% | Add +22.8% | 1,616 | $227K |
| Trexquant Investment LP | 0.00% | Reduce -11.4% | 1,603 | $225K |
| BlackDiamond Wealth Management, LLC | 0.15% | Reduce -31.9% | 1,517 | $225K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -1.6% | 1,602 | $225K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 1,600 | $225K |
| Resources Management Corp. /CT/ | 0.03% | No change | 1,585 | $223K |
| Grey Ledge Advisors, LLC | 0.06% | No change | 1,582 | $222K |
| Omega Financial Group, LLC | 0.09% | No change | 1,581 | $222K |
| Mosaic Advisors LLC | 0.33% | New | 1,580 | $222K |
| Banco Santander, S.A. | 0.00% | No change | 1,548 | $217K |
| Deutsche Bank AG | 0.00% | No change | 1,548 | $217K |
| Corrado Advisors, LLC | 0.14% | Add +0.1% | 1,536 | $216K |
| Objective Capital Management, LLC | 0.27% | No change | 1,531 | $215K |
| Firestone Capital Management | 0.06% | No change | 1,530 | $215K |
| Peak Planning Group, LLC | 0.09% | New | 1,519 | $213K |
| Magnolia Capital Advisors LLC | 0.06% | Add +11.2% | 1,519 | $213K |
| Forefront Wealth Partners, LLC | 0.14% | Reduce -23.6% | 1,510 | $212K |
| Chemistry Wealth Management LLC | 0.05% | Reduce -6.4% | 1,510 | $212K |
| Novus Advisors, LLC | 0.21% | Add +3.7% | 1,509 | $212K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +7.2% | 1,498 | $210K |
| Patten Group, Inc. | 0.05% | Reduce -4.5% | 1,494 | $210K |
| GM Advisory Group, LLC | 0.01% | No change | 1,488 | $209K |
| GKV Capital Management Co., Inc. | 0.10% | No change | 1,462 | $205K |
| Center For Asset Management LLC | 0.13% | New | 1,461 | $205K |
| Wolverine Trading, LLC | 0.01% | New | 1,458 | $205K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -49.0% | 1,457 | $205K |
| Evelyn Partners Asset Management Ltd | 0.06% | No change | 1,448 | $203K |
| White Pine Capital LLC | 0.07% | No change | 1,432 | $201K |
| Peak Financial Management, Inc. | 0.06% | No change | 1,431 | $201K |
| Capital A Wealth Management, LLC | 0.21% | Reduce -75.7% | 1,428 | $201K |
| Larson Financial Group LLC | 0.01% | Add +31.4% | 1,298 | $182K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +5.0% | 1,296 | $182K |
| Front Row Advisors LLC | 0.07% | Reduce -29.1% | 1,294 | $182K |
| CENTRAL TRUST Co | 0.00% | No change | 1,268 | $178K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.7% | 1,260 | $177K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,212 | $170K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,200 | $169K |
| Bessemer Group Inc. | 0.00% | Add +19.8% | 1,199 | $168K |
| Signaturefd, LLC | 0.00% | Add +22.6% | 1,162 | $163K |
| Sava Infond d.o.o. | 0.03% | No change | 1,160 | $163K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -95.0% | 1,151 | $162K |
| Flagship Wealth Advisors, LLC | 0.07% | No change | 1,150 | $162K |
| NFSG Corp | 0.04% | Reduce -18.9% | 1,118 | $157K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 919 | $147K |
| Main Street Group, LTD | 0.06% | No change | 1,029 | $145K |
| Wells Financial Advisors INC | 0.20% | No change | 1,025 | $144K |
| Rothschild Investment LLC | 0.01% | Reduce -1.8% | 1,020 | $143K |
| Cape Investment Advisory, Inc. | 0.06% | Add +5.5% | 1,002 | $141K |
| WASHINGTON TRUST Co | 0.01% | No change | 997 | $140K |
| Russell Investments Group, Ltd. | 0.00% | Add +28.5% | 996 | $140K |
| Richardson Capital Management LLC | 0.09% | Add +398.0% | 986 | $138K |
| Hemington Wealth Management | 0.02% | No change | 985 | $138K |
| IAG Wealth Partners, LLC | 0.02% | No change | 978 | $137K |
| Optimum Investment Advisors | 0.06% | No change | 938 | $132K |
| Hurley Capital, LLC | 0.10% | Add +0.1% | 937 | $132K |
| Hexagon Capital Partners LLC | 0.02% | Add +12.3% | 915 | $129K |
| SIMA Wealth Partners, LLC | 0.10% | No change | 900 | $126K |
| Hanson & Doremus Investment Management | 0.02% | No change | 896 | $126K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 888 | $125K |
| Founders Capital Management | 0.08% | Reduce -10.0% | 854 | $120K |
| Colonial Trust Advisors | 0.01% | No change | 846 | $119K |
| AlphaCore Capital LLC | 0.01% | New | 808 | $113K |
| Greykasell Wealth Strategies, Inc. | 0.06% | New | 794 | $112K |
| ORG Partners LLC | 0.03% | Reduce -60.5% | 783 | $111K |
| Cheviot Value Management, LLC | 0.01% | New | 750 | $110K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 776 | $109K |
| Bokf, NA | 0.00% | No change | 765 | $107K |
| Continuum Advisory, LLC | 0.01% | Add +11.4% | 750 | $105K |
| Centricity Wealth Management, LLC | 0.10% | No change | 748 | $105K |
| Caldwell Trust Co | 0.01% | Reduce -6.4% | 733 | $103K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 720 | $101K |
| Zions Bancorporation, National Association | 0.01% | — | 702 | $99K |
| Picton Mahoney Asset Management | 0.00% | Add +16.7% | 700 | $98K |
| Salem Investment Counselors Inc. | 0.00% | No change | 691 | $97K |
| Arlington Trust Co LLC | 0.02% | No change | 688 | $97K |
| American National Bank & Trust | 0.01% | Add +612.0% | 655 | $92K |
| Angeles Wealth Management, LLC | 0.01% | No change | 646 | $91K |
| Cornerstone Planning Group LLC | 0.02% | Add +32.3% | 667 | $90K |
| Fortitude Family Office, LLC | 0.03% | No change | 624 | $88K |
| Townsend Asset Management Corp. /NC/ | 0.03% | No change | 607 | $85K |
| MTM Investment Management, LLC | 0.03% | Reduce -1.1% | 600 | $85K |
| Burkett Financial Services, LLC | 0.03% | No change | 604 | $85K |
| NBT Bank, N.A. | 0.01% | No change | 588 | $83K |
| Truvestments Capital LLC | 0.02% | No change | 580 | $81K |
| Johnson Financial Group, Inc. | 0.00% | Add +7.3% | 570 | $80K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 568 | $80K |
| CKW Financial Group | 0.01% | No change | 540 | $77K |
| Elevate Wealth Advisory, Inc. | 0.05% | New | 545 | $77K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 545 | $77K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 456 | $73K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -58.5% | 2,373 | $71K |
| PSI Advisors, LLC | 0.02% | Add +6.7% | 494 | $69K |
| Newton One Investments LLC | 0.02% | No change | 478 | $67K |
| Creekmur Asset Management LLC | 0.01% | No change | 460 | $65K |
| Aventura Private Wealth, LLC | 0.03% | No change | 456 | $64K |
| SYM FINANCIAL Corp | 0.01% | No change | 453 | $64K |
| Collier Financial | 0.05% | Reduce -97.2% | 447 | $63K |
| Clark Wealth Partners | 0.04% | New | 424 | $60K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 412 | $58K |
| Adirondack Trust Co. | 0.02% | No change | 402 | $56K |
| First Community Trust NA | 0.05% | New | 400 | $56K |
| West Paces Advisors Inc. | 0.01% | No change | 400 | $56K |
| Biltmore Family Office, LLC | 0.01% | New | 400 | $56K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 394 | $55K |
| Dunhill Financial, LLC | 0.02% | No change | 386 | $54K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 386 | $54K |
| Global Trust Asset Management, LLC | 0.03% | Reduce -76.0% | 375 | $53K |
| REAP Financial Group, LLC | 0.01% | Reduce -54.0% | 375 | $53K |
| Davis Capital Management | 0.04% | Reduce -3.6% | 374 | $53K |
| Loomis Sayles & Co. L P | 0.00% | No change | 369 | $52K |
| Financial Network Wealth Advisors LLC | 0.07% | No change | 361 | $51K |
| Realta Investment Advisors | 0.02% | No change | 352 | $49K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 335 | $47K |
| Avion Wealth | 0.01% | No change | 300 | $47K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Reduce -88.6% | 328 | $46K |
| Atala Financial Inc | 0.03% | No change | 325 | $46K |
| Arax Advisory Partners | 0.00% | Add +6.1% | 314 | $44K |
| Tidemark, LLC | 0.02% | Add +56.0% | 301 | $42K |
| Balentine LLC | 0.00% | No change | 293 | $41K |
| GoalVest Advisory LLC | 0.01% | No change | 270 | $38K |
| Pacifica Partners Inc. | 0.02% | No change | 280 | $37K |
| SouthState Bank Corp | 0.00% | No change | 260 | $37K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 240 | $34K |
| Accredited Wealth Management, LLC | 0.03% | New | 237 | $33K |
| Park Square Financial Group, LLC | 0.03% | Add +588.2% | 234 | $33K |
| Centennial Bank | 0.01% | Reduce -46.0% | 214 | $30K |
| Trust Co. of Vermont | 0.00% | New | 214 | $30K |
| Nalls Sherbakoff Group, LLC | 0.02% | — | 200 | $28K |
| Tucker Asset Management LLC | 0.01% | Reduce -3.0% | 191 | $27K |
| Hoey Investments, Inc. | 0.01% | New | 190 | $27K |
| Park Place Capital Corp | 0.01% | No change | 164 | $23K |
| Tsfg, LLC | 0.00% | No change | 164 | $23K |
| Tompkins Financial Corp. | 0.00% | No change | 152 | $21K |
| JDM Financial Group LLC | 0.01% | No change | 151 | $21K |
| City Holding Co. | 0.00% | No change | 150 | $21K |
| Abound Wealth Management | 0.01% | Add +4600.0% | 141 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 137 | $19K |
| Webster Bank, N. A. | 0.00% | New | 136 | $19K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 133 | $19K |
| EPG Wealth Management LLC | 0.00% | No change | 126 | $18K |
| Investors Research Corp | 0.00% | No change | 123 | $17K |
| Wayfinding Financial, LLC | 0.01% | New | 121 | $17K |
| Joseph Group Capital Management | 0.01% | No change | 106 | $15K |
| Murphy & Mullick Capital Management Corp | 0.01% | New | 102 | $14K |
| Morse Asset Management, Inc | 0.00% | No change | 100 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -25.8% | 95 | $13K |
| Beacon Capital Management, LLC | 0.00% | No change | 94 | $13K |
| Armor Investment Advisors, LLC | 0.01% | No change | 92 | $13K |
| Brooklyn Investment Group | 0.00% | Reduce -54.3% | 91 | $13K |
| IMG Wealth Management, Inc. | 0.01% | New | 91 | $13K |
| Evermay Wealth Management LLC | 0.00% | No change | 85 | $12K |
| Bellevue Asset Management, LLC | 0.01% | No change | 82 | $12K |
| Thompson Investment Management, Inc. | 0.00% | No change | 82 | $12K |
| MCF Advisors LLC | 0.00% | Reduce -11.0% | 81 | $11K |
| Slocum, Gordon & Co LLP | 0.01% | No change | 68 | $10K |
| Grand Wealth Management, LLC | 0.01% | No change | 67 | $9K |
| Chesapeake Asset Management LLC | 0.01% | No change | 66 | $9K |
| Van Eck Associates Corp. | 0.00% | No change | 64 | $9K |
| West Branch Capital LLC | 0.00% | New | 60 | $8K |
| Bogart Wealth, LLC | 0.00% | Add +600.0% | 56 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 52 | $7K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 52 | $7K |
| Archer Investment Corp | 0.00% | Reduce -17.9% | 46 | $6K |
| Evergreen Private Wealth LLC | 0.00% | No change | 45 | $6K |
| Smithfield Trust Co | 0.00% | No change | 47 | $6K |
| Glassman Wealth Services | 0.00% | Reduce -14.3% | 36 | $5K |
| Albion Financial Group | 0.00% | Reduce -58.6% | 36 | $5K |
| Lindbrook Capital, LLC | 0.00% | No change | 27 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 19 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 18 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 15 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 16 | $2K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 20 | $2K |
| Affinity Wealth LLC | 0.00% | No change | 13 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 10 | $1K |
| 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 |
| Costello Asset Management, INC | 0.00% | New | 7 | $985 |
| Oakworth Capital, Inc. | 0.00% | No change | 7 | $983 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 6 | $842 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $562 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $562 |
| TrinityBridge Ltd | 0.00% | No change | 275 | $0 |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.