iShares Ustechnology ETFIYWETF
13F holders, Q2 2025 (June 30)1,166holders +66
131new positions
55sold out
6famous investors
$173.27avg. 13F price*
At the end of Q2 2025, 1,166 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 66 from Q1 2025. 131 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), Morgan Stanley ($1.0B) and LPL Financial LLC ($938.4M). 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 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 131 | $139.1M |
| Exits | 55 | $52.7M |
All 13F filers, Q1 2025 → Q2 2025: 4,103,694 shares bought and 6,317,286 shares sold, net −2,213,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,166 holders
| Envestnet Asset Management Inc. | 0.47% | Reduce -8.1% | 9,298,418 | $1.6B |
| Morgan Stanley | 0.07% | Reduce -0.2% | 5,940,167 | $1.0B |
| LPL Financial LLC | 0.31% | Add +1.5% | 5,416,010 | $938.4M |
| Bank of America Corp. | 0.06% | Add +2.7% | 4,605,305 | $798.0M |
| PGIM Custom Harvest LLC | 15.57% | Reduce -3.7% | 4,362,545 | $755.9M |
| JPMorgan Chase & Co. | 0.04% | Reduce -4.8% | 3,185,104 | $551.9M |
| UBS Group AG | 0.07% | Reduce -3.2% | 1,810,133 | $313.6M |
| Raymond James Financial Inc. | 0.10% | Add +6.5% | 1,598,623 | $277.0M |
| Wells Fargo & Company | 0.06% | Add +6.3% | 1,578,554 | $273.5M |
| HSBC Holdings PLC | 0.13% | Add +52.6% | 1,164,822 | $201.8M |
| Ameriprise Financial Inc. | 0.05% | Add +2.4% | 1,156,536 | $200.5M |
| Dynasty Wealth Management, LLC | 3.10% | Reduce -19.7% | 1,050,498 | $182.0M |
| Royal Bank of Canada | 0.03% | Reduce -5.8% | 982,887 | $170.3M |
| Cwm, LLC | 0.55% | Reduce -13.5% | 906,393 | $157.1M |
| MML Investors Services, LLC | 0.44% | Reduce -3.7% | 886,278 | $153.6M |
| Two Sigma Investments, LP | 0.29% | Reduce -27.7% | 880,824 | $152.6M |
| Park Avenue Securities LLC | 1.38% | Reduce -10.3% | 867,095 | $150.2M |
| RiverFront Investment Group, LLC | 2.91% | Add +2.8% | 861,595 | $149.3M |
| Manufacturers Life Insurance Company, The | 0.13% | Reduce -19.1% | 827,221 | $143.3M |
| Envestnet Portfolio Solutions, Inc. | 0.49% | Reduce -16.7% | 773,764 | $134.1M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -19.2% | 764,124 | $132.4M |
| Parker Investment Management, LLC | 18.61% | Add +126.4% | 700,717 | $121.4M |
| Cetera Investment Advisers | 0.20% | Reduce -3.4% | 679,018 | $117.7M |
| Janney Montgomery Scott LLC | 0.29% | Add +1.4% | 629,554 | $109.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +7.1% | 625,742 | $108.4M |
| OneDigital Investment Advisors LLC | 1.13% | Reduce -10.4% | 588,846 | $102.0M |
| Sagespring Wealth Partners, LLC | 1.95% | Reduce -6.2% | 522,502 | $90.5M |
| NewEdge Advisors, LLC | 0.46% | Reduce -10.1% | 517,376 | $89.6M |
| Stifel Financial Corp. | 0.08% | Reduce -4.8% | 484,538 | $84.0M |
| Osaic Holdings, Inc. | 0.14% | Add +9.2% | 455,807 | $78.8M |
| Sofi Wealth, LLC | 4.45% | Add +3.6% | 420,020 | $72.8M |
| Kestra Advisory Services, LLC | 0.34% | Add +10.1% | 398,674 | $69.1M |
| Quotient Wealth Partners, LLC | 1.95% | Add +0.8% | 382,977 | $66.4M |
| HighTower Advisors, LLC | 0.08% | Reduce -0.4% | 374,589 | $64.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.4% | 374,478 | $64.9M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +16.8% | 369,743 | $64.1M |
| Sanctuary Advisors, LLC | 0.38% | Add +6.9% | 356,960 | $61.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.7% | 355,456 | $61.6M |
| Portfolio Strategies, Inc. | 7.88% | Reduce -0.8% | 349,410 | $60.5M |
| Captrust Financial Advisors | 0.13% | Add +0.4% | 340,996 | $59.1M |
| Avantax Advisory Services, Inc. | 0.31% | Add +0.1% | 327,678 | $56.8M |
| CW Advisors, LLC | 0.53% | Reduce -0.7% | 316,228 | $54.8M |
| United Capital Financial Advisors, LLC | 0.44% | Reduce -8.5% | 315,106 | $54.6M |
| Foundations Investment Advisors, LLC | 0.86% | Add +9.8% | 314,185 | $54.4M |
| Rockefeller Capital Management L.P. | 0.11% | Add +6.9% | 282,556 | $49.0M |
| BlackRock, Inc. | 0.00% | Reduce -66.4% | 278,924 | $48.3M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -7.4% | 259,048 | $44.9M |
| NorthCoast Asset Management LLC | 0.18% | Add +11300.4% | 248,187 | $43.0M |
| Private Advisor Group, LLC | 0.23% | Add +10.1% | 244,327 | $42.3M |
| Merit Financial Group, LLC | 0.46% | Add +16.4% | 240,171 | $41.6M |
| JB Capital LLC | 1.93% | Reduce -18.5% | 229,398 | $39.7M |
| Atlas Legacy Advisors, LLC | 8.49% | Reduce -0.1% | 222,300 | $38.5M |
| Stratos Wealth Partners, LTD. | 0.52% | Add +9.4% | 221,650 | $38.4M |
| Apexium Financial, LP | 1.86% | Add +0.8% | 202,438 | $35.1M |
| Pinkerton Wealth, LLC | 4.09% | New | 197,934 | $34.3M |
| Howard Capital Management Group, LLC | 2.35% | Reduce -0.9% | 194,892 | $33.8M |
| Advocacy Wealth Management, LLC | 2.04% | Reduce -0.2% | 191,964 | $33.3M |
| Vestmark Advisory Solutions, Inc. | 0.47% | Add +323.9% | 186,792 | $32.4M |
| Mariner, LLC | 0.05% | Reduce -0.3% | 183,162 | $31.7M |
| First Merchants Corp. | 1.22% | Reduce -2.5% | 181,849 | $31.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.03% | Add +14772.9% | 171,187 | $29.7M |
| Truist Financial Corp. | 0.04% | Reduce -2.6% | 165,391 | $28.7M |
| Jones Financial Companies LLLP | 0.02% | Add +25.4% | 161,525 | $27.7M |
| Creative Planning | 0.02% | Reduce -5.5% | 159,756 | $27.7M |
| Commerce Bank | 0.16% | Reduce -5.7% | 157,480 | $27.3M |
| Marshall Wace, LLP | 0.03% | New | 155,464 | $26.9M |
| Integrated Wealth Concepts LLC | 0.26% | Add +24.4% | 150,521 | $26.1M |
| Perennial Investment Advisors, LLC | 2.51% | Add +10.5% | 148,940 | $25.8M |
| Ascent Group, LLC | 0.97% | Reduce -9.2% | 144,290 | $25.0M |
| IHT Wealth Management, LLC | 0.66% | Add +13.8% | 138,066 | $23.9M |
| Equitable Holdings, Inc. | 0.20% | Add +8.4% | 136,771 | $23.7M |
| True Freedom Investing, LLC | 9.32% | — | 136,642 | $23.7M |
| Atria Investments, Inc | 0.25% | Reduce -0.9% | 124,468 | $21.6M |
| Compound Planning, Inc. | 0.80% | Add +6.3% | 121,976 | $21.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -16.7% | 119,336 | $20.9M |
| MA Private Wealth | 3.72% | Add +0.7% | 120,144 | $20.8M |
| Austin Private Wealth, LLC | 1.59% | Reduce -15.2% | 115,559 | $20.0M |
| Perigon Wealth Management, LLC | 0.46% | Add +0.6% | 114,246 | $19.8M |
| CreativeOne Wealth, LLC | 0.52% | Reduce -14.8% | 114,226 | $19.8M |
| Concurrent Investment Advisors, LLC | 0.38% | Add +325.3% | 114,122 | $19.8M |
| Patton Albertson Miller Group, LLC | 2.60% | Add +11.0% | 113,957 | $19.7M |
| Stillwater Capital Advisors, LLC | 2.46% | Reduce -0.5% | 111,485 | $19.3M |
| AE Wealth Management LLC | 0.14% | Reduce -26.0% | 111,330 | $19.3M |
| Capital Investment Advisors, LLC | 0.34% | Reduce -2.2% | 110,401 | $19.1M |
| Tritonpoint Wealth, LLC | 1.72% | Reduce -1.3% | 107,372 | $18.6M |
| Icon Wealth Advisors, LLC | 1.30% | Reduce -2.8% | 105,584 | $18.3M |
| Bank of Montreal | 0.01% | Add +1.5% | 104,252 | $18.1M |
| US Bancorp \de | 0.02% | Reduce -7.3% | 103,453 | $17.9M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +19.8% | 98,383 | $17.0M |
| Buttonwood Financial Group, LLC | 8.56% | Add +31.3% | 96,799 | $16.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.09% | Reduce -11.8% | 96,516 | $16.7M |
| First Citizens Financial Corp | 8.83% | Reduce -10.5% | 92,630 | $16.1M |
| CFS Investment Advisory Services, LLC | 1.30% | Reduce -6.9% | 92,053 | $15.9M |
| Shepherd Financial Partners LLC | 1.66% | Add +2.9% | 90,776 | $15.7M |
| Mendel Capital Management LLC | 8.95% | Reduce -3.5% | 90,645 | $15.7M |
| First Horizon Advisors, Inc. | 0.41% | Reduce -1.6% | 90,573 | $15.7M |
| Pettinga Financial Advisors LLC | 3.38% | Add +27.4% | 89,073 | $15.4M |
| Horizon Wealth Management, LLC | 2.70% | Add +2674.3% | 88,834 | $15.4M |
| Advisory Services Network, LLC | 0.25% | Reduce -54.8% | 84,022 | $15.2M |
| RVW Wealth, LLC | 1.27% | Add +13.5% | 86,278 | $14.9M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +44.6% | 84,600 | $14.7M |
| HC Advisors, LLC | 9.97% | Reduce -3.2% | 81,474 | $14.1M |
| Corient Private Wealth LP | 0.02% | Reduce -0.2% | 81,169 | $14.1M |
| Horst & Graben Wealth Management LLC | 2.32% | Reduce -4.6% | 80,737 | $14.0M |
| Ssi Investment Management LLC | 5.56% | Add +46.5% | 79,605 | $13.8M |
| Stone House Investment Management, LLC | 2.52% | Add +10.9% | 78,963 | $13.7M |
| One Wealth Advisors, LLC | 1.87% | Reduce -6.2% | 77,759 | $13.5M |
| &partners | 0.10% | Add +42.2% | 77,704 | $13.5M |
| Strategic Blueprint, LLC | 0.66% | Reduce -2.7% | 77,438 | $13.4M |
| Security Financial Services, INC. | 2.33% | Reduce -3.2% | 76,214 | $13.2M |
| West Wealth Group, LLC | 3.21% | Reduce -6.8% | 71,060 | $12.9M |
| FMR LLC | 0.00% | Add +7.9% | 74,106 | $12.8M |
| Farther Finance Advisors, LLC | 0.25% | Reduce -29.0% | 73,284 | $12.7M |
| Guerra Advisors Inc | 5.92% | Reduce -3.1% | 72,318 | $12.5M |
| National Bank of Canada | 0.01% | Add +0.1% | 70,774 | $12.3M |
| Rollins Financial Advisors, LLC | 1.92% | Add +3.7% | 69,542 | $12.0M |
| Cahill Financial Advisors Inc. | 1.49% | Add +5.1% | 69,212 | $12.0M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -8.1% | 67,450 | $11.7M |
| M&T Bank Corp | 0.04% | Add +76.8% | 67,247 | $11.7M |
| Atria Wealth Solutions, Inc. | 0.26% | Reduce -53.9% | 66,992 | $11.6M |
| Atlantic Union Bankshares Corp | 0.26% | New | 65,526 | $11.4M |
| Signature Wealth Management Partners, LLC | 6.44% | Add +0.8% | 65,048 | $11.3M |
| Lifelong Wealth Advisors, Inc. | 3.72% | Reduce -32.2% | 64,710 | $11.2M |
| Summit X, LLC | 2.02% | Add +46.2% | 62,612 | $10.8M |
| CPR Investments Inc. | 8.40% | Add +288.6% | 62,442 | $10.8M |
| Pathstone Holdings, LLC | 0.04% | Reduce -2.3% | 61,782 | $10.7M |
| Stonebridge Financial Planning Group, LLC | 4.44% | Reduce -2.8% | 61,354 | $10.6M |
| Gries Financial LLC | 1.93% | Reduce -5.6% | 61,116 | $10.6M |
| SteelPeak Wealth, LLC | 0.41% | Reduce -14.0% | 60,698 | $10.5M |
| Sharkey, Howes & Javer | 1.38% | Reduce -11.2% | 59,329 | $10.3M |
| Finley Financial, LLC | 5.15% | Add +0.1% | 59,106 | $10.2M |
| High Falls Advisors, Inc | 2.26% | Reduce -10.4% | 58,931 | $10.2M |
| Prospera Financial Services Inc | 0.19% | Reduce -51.5% | 58,274 | $10.1M |
| J.W. Cole Advisors, Inc. | 0.21% | Add +6.0% | 57,342 | $9.9M |
| Keebeck Wealth Management | 1.30% | Reduce -9.5% | 57,143 | $9.9M |
| Johnson Investment Counsel Inc. | 0.09% | Add +10.6% | 56,687 | $9.8M |
| Kickstand Ventures, Llc. | 2.29% | Add +21.6% | 56,514 | $9.8M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -79.9% | 55,949 | $9.7M |
| MAI Capital Management | 0.07% | Reduce -1.0% | 55,797 | $9.7M |
| Financial Life Advisors | 3.29% | Add +4.1% | 55,444 | $9.6M |
| Cerity Partners LLC | 0.02% | Add +1.5% | 55,348 | $9.6M |
| Kelly Financial Services LLC | 2.81% | Add +1.3% | 55,103 | $9.5M |
| Dynamic Advisor Solutions LLC | 0.29% | Add +183.7% | 54,103 | $9.4M |
| Principal Financial Group Inc. | 0.00% | New | 53,961 | $9.3M |
| Assetmark, Inc. | 0.02% | Add +4.8% | 53,908 | $9.3M |
| Principal Securities, Inc. | 0.17% | Reduce -6.8% | 53,246 | $9.2M |
| Spire Wealth Management | 0.33% | Reduce -3.6% | 53,058 | $9.2M |
| Lido Advisors, LLC | 0.05% | Add +1.2% | 52,821 | $9.2M |
| Mechanics Bank Trust Department | 1.31% | Reduce -15.3% | 52,541 | $9.1M |
| Focus Partners Wealth | 0.02% | Add +244.8% | 52,454 | $9.1M |
| Cadent Capital Advisors, LLC | 2.92% | Reduce -1.1% | 51,474 | $8.9M |
| Jackson Wealth Management, LLC | 0.97% | Reduce -0.5% | 51,250 | $8.9M |
| Perkins Coie Trust Co | 1.49% | Reduce -2.5% | 50,471 | $8.7M |
| Fifth Third Securities, Inc. | 0.66% | Add +8.8% | 50,397 | $8.7M |
| ONE Advisory Partners, LLC | 2.91% | Reduce -0.7% | 48,798 | $8.7M |
| Crown Wealth Group, LLC | 3.27% | Add +50.5% | 50,231 | $8.7M |
| Canada Pension Plan Investment Board | 0.01% | No change | 50,000 | $8.7M |
| Comerica Bank | 0.03% | Reduce -1.9% | 49,415 | $8.6M |
| Essex LLC | 1.67% | Add +25.5% | 48,987 | $8.5M |
| Centerline Wealth Advisors, LLC | 4.15% | Add +33.3% | 48,764 | $8.4M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -3.7% | 48,305 | $8.4M |
| Cypress Wealth Services, LLC | 1.49% | Reduce -8.2% | 48,178 | $8.3M |
| J.Safra Asset Management Corp | 0.58% | No change | 47,904 | $8.3M |
| WCG Wealth Advisors LLC | 0.53% | Reduce -1.1% | 47,579 | $8.2M |
| Bleakley Financial Group, LLC | 0.21% | Add +1.3% | 47,441 | $8.2M |
| Certuity, LLC | 0.77% | Reduce -1.4% | 47,017 | $8.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +6.4% | 46,925 | $8.1M |
| Central Pacific Bank - Trust Division | 1.08% | Add +25.1% | 46,893 | $8.1M |
| Blue Trust, Inc. | 0.10% | Reduce -15.5% | 46,827 | $8.1M |
| Prostatis Group LLC | 2.26% | Add +73.0% | 45,535 | $7.9M |
| Cottonwood Capital Advisors, LLC | 5.26% | Add +0.0% | 45,223 | $7.8M |
| Wealth Alliance, LLC | 0.87% | Reduce -10.7% | 45,072 | $7.8M |
| Liberty Wealth Management LLC | 1.22% | Reduce -6.8% | 44,821 | $7.8M |
| Beacon Financial Group | 0.80% | Reduce -2.9% | 44,436 | $7.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.5% | 44,316 | $7.7M |
| Ashton Thomas Private Wealth, LLC | 0.27% | Reduce -86.3% | 44,256 | $7.7M |
| Capital Analysts, LLC | 0.25% | Add +123.8% | 44,008 | $7.6M |
| IFP Advisors, Inc | 0.22% | Add +1.9% | 43,667 | $7.6M |
| KWB Wealth | 0.91% | Add +20.4% | 53,406 | $7.5M |
| Focus Financial Network, Inc. | 0.30% | Reduce -10.8% | 43,247 | $7.5M |
| Tableaux LLC | 4.28% | Add +6.9% | 43,088 | $7.5M |
| Pittenger & Anderson Inc. | 0.27% | No change | 43,015 | $7.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.09% | Reduce -3.2% | 42,991 | $7.4M |
| Physician Wealth Advisors, Inc. | 1.15% | Reduce -13.6% | 42,388 | $7.3M |
| Cary Street Partners Financial LLC | 0.20% | Reduce -6.2% | 41,745 | $7.2M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +0.6% | 41,599 | $7.2M |
| Scotia Capital Inc. | 0.03% | Add +3.1% | 40,986 | $7.1M |
| Ciovacco Capital Management LLC | 3.82% | Reduce -53.0% | 40,573 | $7.0M |
| TSA Wealth Managment LLC | 2.55% | Reduce -11.4% | 40,278 | $7.0M |
| Simmons Bank | 0.49% | Reduce -1.6% | 40,052 | $6.9M |
| Apollon Wealth Management, LLC | 0.14% | Reduce -1.0% | 39,942 | $6.9M |
| Commonwealth Financial Services, LLC | 1.33% | Add +149.2% | 39,830 | $6.9M |
| Sigma Planning Corp | 0.21% | Reduce -3.2% | 39,448 | $6.8M |
| Kingswood Wealth Advisors, LLC | 0.54% | Add +193.7% | 39,233 | $6.8M |
| Berkeley Capital Partners, LLC | 1.72% | Add +0.8% | 39,113 | $6.8M |
| Schroder Investment Management Group | 0.01% | Add +33.5% | 39,180 | $6.7M |
| First Heartland Consultants, Inc. | 0.59% | Add +2.7% | 38,174 | $6.6M |
| Mutual Advisors, LLC | 0.16% | Add +0.2% | 36,187 | $6.5M |
| Empirical Asset Management, LLC | 1.99% | Reduce -0.4% | 37,154 | $6.4M |
| Keystone Financial Services | 2.18% | Reduce -21.3% | 37,013 | $6.4M |
| Regal Investment Advisors LLC | 0.48% | Reduce -6.7% | 36,875 | $6.4M |
| Midwest Capital Advisors, LLC | 3.36% | Reduce -10.7% | 36,835 | $6.4M |
| Snowden Capital Advisors LLC | 0.19% | Reduce -15.6% | 36,543 | $6.3M |
| PAX Financial Group, LLC | 1.20% | Reduce -13.8% | 36,208 | $6.3M |
| Triad Wealth Partners, LLC | 1.26% | Add +12.9% | 36,141 | $6.3M |
| Northern Trust Corp. | 0.00% | Reduce -14.7% | 36,107 | $6.3M |
| Brookstone Capital Management | 0.08% | Reduce -4.7% | 35,857 | $6.2M |
| Schmidt P J Investment Management Inc. | 1.07% | Add +6.5% | 35,626 | $6.2M |
| Ancora Advisors LLC | 0.13% | Add +8.1% | 35,311 | $6.1M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Reduce -2.0% | 35,210 | $6.1M |
| WealthBridge Capital Management, LLC | 1.48% | Reduce -2.8% | 33,701 | $5.8M |
| PFG Investments, LLC | 0.34% | Add +1.6% | 33,503 | $5.8M |
| Citigroup Inc. | 0.00% | Reduce -26.7% | 33,289 | $5.8M |
| Independent Financial Group, LLC | 0.16% | Add +28.9% | 33,151 | $5.7M |
| Staley Capital Advisers Inc. | 0.24% | Reduce -0.2% | 33,020 | $5.7M |
| Swmg, LLC | 1.91% | Reduce -0.7% | 31,406 | $5.7M |
| Integrity Alliance, Llc. | 0.31% | Reduce -71.5% | 32,720 | $5.7M |
| Avidian Wealth Enterprises, LLC | 0.23% | Add +15.2% | 32,386 | $5.6M |
| Creative Financial Designs Inc. | 0.40% | Reduce -17.4% | 32,213 | $5.6M |
| Trek Financial, LLC | 0.37% | Reduce -47.9% | 32,086 | $5.6M |
| Pettyjohn, Wood & White, Inc. | 0.99% | Reduce -1.9% | 32,000 | $5.5M |
| Blair William & Co. | 0.02% | Add +3.0% | 31,641 | $5.5M |
| Beacon Bridge Wealth Partners, LLC | 2.15% | Reduce -0.3% | 31,279 | $5.4M |
| Smartleaf Asset Management LLC | 0.47% | Add +37.6% | 31,279 | $5.4M |
| Sovran Advisors, LLC | 0.56% | Add +0.9% | 30,655 | $5.4M |
| Graypoint LLC | 0.30% | Add +2.7% | 30,735 | $5.3M |
| Founders Financial Securities LLC | 0.40% | Add +1.6% | 30,660 | $5.3M |
| Apeiron RIA LLC | 1.35% | Add +46.6% | 30,236 | $5.2M |
| Legacy Financial Group LLC | 0.73% | Reduce -12.5% | 30,192 | $5.2M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +7.2% | 30,181 | $5.2M |
| Global Retirement Partners, LLC | 0.13% | — | 29,829 | $5.2M |
| Runnymede Capital Advisors, Inc. | 4.66% | Reduce -0.1% | 29,185 | $5.1M |
| AdvisorShares Investments LLC | 0.91% | Reduce -13.6% | 29,168 | $5.1M |
| Invst, LLC | 0.63% | Reduce -3.5% | 29,025 | $5.0M |
| Harbour Investments, Inc. | 0.13% | Add +4.9% | 28,966 | $5.0M |
| Carnegie Investment Counsel | 0.10% | Reduce -0.6% | 28,943 | $5.0M |
| Jaffetilchin Investment Partners, LLC | 0.33% | Reduce -0.1% | 28,900 | $5.0M |
| IFG Advisory, LLC | 0.25% | Add +1.1% | 28,885 | $5.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +72.1% | 28,808 | $5.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.97% | Reduce -30.1% | 28,382 | $4.9M |
| Mgo One Seven LLC | 0.16% | Add +84.8% | 28,259 | $4.9M |
| Arkadios Wealth Advisors | 0.15% | Add +28.0% | 28,112 | $4.9M |
| Forte Asset Management LLC | 2.47% | Reduce -18.7% | 27,965 | $4.8M |
| CoreCap Advisors, LLC | 0.19% | Reduce -9.8% | 27,918 | $4.8M |
| Kingsman Wealth Management, Inc. | 2.95% | Reduce -1.5% | 27,349 | $4.7M |
| Financial Freedom, LLC | 2.53% | Reduce -0.6% | 27,146 | $4.7M |
| Rathbones Group PLC | 0.02% | Add +0.2% | 26,993 | $4.7M |
| Avid Wealth Partners LLC | 2.67% | Reduce -19.5% | 26,970 | $4.7M |
| Maia Wealth LLC | 0.89% | Reduce -13.2% | 26,810 | $4.6M |
| Kilter Group LLC | 2.44% | Reduce -21.0% | 26,785 | $4.6M |
| Mayflower Financial Advisors, LLC | 0.65% | Add +2.0% | 26,782 | $4.6M |
| Koshinski Asset Management, Inc. | 0.35% | Add +8.3% | 26,449 | $4.6M |
| Unique Wealth, LLC | 0.74% | Reduce -10.3% | 26,326 | $4.6M |
| Ferguson Wellman Capital Management, Inc. | 0.08% | No change | 26,268 | $4.6M |
| Ethos Financial Group, LLC | 0.39% | Reduce -1.0% | 26,156 | $4.5M |
| Parallel Advisors, LLC | 0.09% | Reduce -1.3% | 26,016 | $4.5M |
| Stephens Inc. | 0.06% | Reduce -4.5% | 25,596 | $4.4M |
| Meridian Wealth Management, LLC | 0.19% | Add +0.7% | 25,511 | $4.4M |
| Country Club Bank | 0.28% | Add +3.3% | 25,602 | $4.4M |
| Keybank National Association | 0.02% | Add +18.3% | 24,978 | $4.3M |
| Forthright Family Wealth Advisory LLC | 2.74% | Reduce -2.6% | 24,935 | $4.3M |
| Brown Advisory Inc. | 0.01% | Add +1.5% | 24,831 | $4.3M |
| WBH Advisory Inc. | 0.37% | Reduce -0.0% | 24,811 | $4.3M |
| Rothschild Wealth LLC | 1.05% | Reduce -24.6% | 24,779 | $4.3M |
| Weinberger Asset Management, Inc | 1.63% | Add +0.1% | 24,392 | $4.2M |
| Cibc World Market Inc. | 0.01% | Reduce -2.4% | 24,060 | $4.2M |
| MMBG Investment Advisors Co. | 0.41% | No change | 24,053 | $4.2M |
| Simplicity Wealth,LLC | 0.17% | Add +83.6% | 23,844 | $4.1M |
| Bay Harbor Wealth Management, LLC | 1.19% | Reduce -21.5% | 23,775 | $4.1M |
| Western Wealth Management, LLC | 0.24% | Add +4.4% | 23,553 | $4.1M |
| Natixis Advisors, LLC | 0.01% | Add +21.2% | 23,451 | $4.1M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -59.3% | 23,334 | $4.0M |
| Tower Research Capital LLC (TRC) | 0.11% | New | 23,066 | $4.0M |
| Gilliland Jeter Wealth Management LLC | 1.30% | Add +3.7% | 23,014 | $4.0M |
| McNaughton Wealth Management, LLC | 1.77% | Reduce -11.1% | 22,949 | $4.0M |
| WealthShield Partners, LLC | 0.48% | Reduce -16.7% | 22,808 | $4.0M |
| Valmark Advisers, Inc. | 0.06% | Add +3.0% | 22,773 | $3.9M |
| DT Investment Partners, LLC | 0.35% | No change | 22,678 | $3.9M |
| Geneos Wealth Management Inc. | 0.10% | Add +123.6% | 22,501 | $3.9M |
| Secure Asset Management, LLC | 0.71% | Reduce -7.1% | 22,006 | $3.8M |
| Quadrant Private Wealth Management, LLC | 0.79% | Reduce -7.0% | 21,996 | $3.8M |
| Cardinal Strategic Wealth Guidance | 1.10% | Reduce -35.0% | 21,994 | $3.8M |
| Laurel Wealth Advisors LLC | 0.55% | Add +7.7% | 21,297 | $3.7M |
| ShoreHaven Wealth Partners, LLC | 1.50% | Reduce -10.5% | 21,083 | $3.7M |
| Sowell Financial Services LLC | 0.15% | Add +40.2% | 21,077 | $3.7M |
| Nwam LLC | 0.21% | Add +218.4% | 20,674 | $3.6M |
| Wealthstar Advisors, LLC | 1.36% | Add +144.4% | 20,897 | $3.6M |
| Ieq Capital, LLC | 0.02% | Add +0.8% | 20,844 | $3.6M |
| Acropolis Investment Management, LLC | 0.20% | Reduce -0.9% | 20,713 | $3.6M |
| Sunbelt Securities, Inc. | 0.32% | Reduce -1.3% | 22,472 | $3.6M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +12.5% | 20,659 | $3.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +2.8% | 20,641 | $3.6M |
| Cresset Asset Management, LLC | 0.02% | Add +4.6% | 20,601 | $3.6M |
| Northeast Financial Consultants Inc | 0.15% | No change | 20,564 | $3.6M |
| Tyche Wealth Partners LLC | 0.71% | Add +41.7% | 20,439 | $3.5M |
| USA Financial Formulas | 0.60% | New | 20,429 | $3.5M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -0.7% | 20,326 | $3.5M |
| Modern Wealth Management, LLC | 0.09% | Reduce -75.1% | 20,038 | $3.5M |
| Clifford Swan Investment Counsel LLC | 0.12% | No change | 20,000 | $3.5M |
| Tradition Wealth Management, LLC | 0.27% | Reduce -11.8% | 19,327 | $3.3M |
| Midwest Trust Co | 0.05% | — | 19,315 | $3.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.72% | Add +11.3% | 19,242 | $3.3M |
| Pinnacle Associates Ltd. | 0.05% | Add +1.1% | 19,147 | $3.3M |
| BBR Partners, LLC | 0.20% | Add +85.6% | 18,982 | $3.3M |
| Cobblestone Asset Management LLC | 1.72% | Reduce -19.1% | 18,903 | $3.3M |
| Wealth Quarterback LLC | 1.54% | Add +120.0% | 18,804 | $3.3M |
| SigFig Wealth Management, LLC | 0.11% | Reduce -11.7% | 18,791 | $3.2M |
| Quest 10 Wealth Builders, Inc. | 3.13% | Add +0.2% | 18,537 | $3.2M |
| Choreo, LLC | 0.04% | Reduce -33.8% | 18,472 | $3.2M |
| BridgePort Financial Solutions, LLC | 1.06% | Reduce -6.7% | 18,384 | $3.2M |
| Condor Capital Management | 0.28% | Reduce -1.9% | 18,373 | $3.2M |
| Capital Advisory Group Advisory Services, LLC | 1.14% | Reduce -1.2% | 18,344 | $3.2M |
| True Vision MN LLC | 1.75% | Reduce -6.1% | 18,284 | $3.2M |
| Inscription Capital, LLC | 0.46% | New | 18,256 | $3.2M |
| Connecticut Wealth Management, LLC | 0.15% | No change | 18,232 | $3.2M |
| WealthPlan Investment Management, LLC | 0.23% | New | 18,113 | $3.1M |
| Matthew Goff Investment Advisor, LLC | 0.57% | No change | 17,841 | $3.1M |
| RFG Advisory, LLC | 0.07% | Reduce -28.4% | 17,750 | $3.1M |
| Csenge Advisory Group | 0.16% | Reduce -3.9% | 19,347 | $3.1M |
| Shared Vision Wealth Group LLC | 1.52% | Reduce -3.1% | 16,744 | $3.0M |
| Flagstar Securities, Inc. | 0.83% | Add +11.3% | 17,210 | $3.0M |
| Parsons Capital Management Inc. | 0.18% | Reduce -3.4% | 17,152 | $3.0M |
| Gallagher Capital Advisors, LLC | 2.39% | Reduce -39.1% | 16,309 | $3.0M |
| Stonebrook Private Inc. | 0.69% | Add +19.9% | 17,022 | $2.9M |
| Tempus Wealth Planning, LLC | 0.73% | Add +1.3% | 17,015 | $2.9M |
| Gen-Wealth Partners Inc | 1.14% | Reduce -12.1% | 17,004 | $2.9M |
| W Advisors, LLC | 1.69% | Add +0.6% | 16,956 | $2.9M |
| One Wealth Capital Management, LLC | 1.37% | Reduce -11.1% | 16,808 | $2.9M |
| Haverford Trust Co | 0.03% | Add +2.2% | 16,784 | $2.9M |
| Mullooly Asset Management, Inc. | 1.22% | Reduce -3.6% | 16,746 | $2.9M |
| Certus Wealth Management, LLC | 1.86% | Reduce -6.2% | 16,703 | $2.9M |
| Hobbs Wealth Management, LLC | 2.75% | Reduce -16.5% | 16,638 | $2.9M |
| JFS Wealth Advisors, LLC | 0.18% | Reduce -3.5% | 16,606 | $2.9M |
| Balboa Wealth Partners | 0.57% | New | 16,443 | $2.8M |
| Spectrum Planning & Advisory Services Inc. | 1.84% | Reduce -20.8% | 16,443 | $2.8M |
| Ayalon Insurance Comp Ltd. | 0.81% | No change | 16,230 | $2.8M |
| Lakeshore Financial Planning, Inc. | 1.13% | Add +728.6% | 16,207 | $2.8M |
| Terra Nova Asset Management LLC | 1.94% | Reduce -3.4% | 16,048 | $2.8M |
| Waverly Advisors, LLC | 0.03% | Reduce -1.4% | 16,035 | $2.8M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -57.0% | 16,000 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +0.2% | 15,950 | $2.8M |
| First United Bank & Trust | 0.96% | Reduce -5.6% | 15,946 | $2.8M |
| AQR Capital Management | 0.00% | Add +57.3% | 15,835 | $2.7M |
| Second Half Financial Partners, LLC | 1.29% | Add +9.3% | 15,817 | $2.7M |
| Joel Isaacson & Co., LLC | 0.11% | Add +5.8% | 15,797 | $2.7M |
| Virtue Capital Management, LLC | 0.50% | Add +16.6% | 15,777 | $2.7M |
| Promethium Advisors,llc | 1.66% | Reduce -4.7% | 15,760 | $2.7M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.1% | 15,723 | $2.7M |
| Citizens Financial Group Inc. | 0.04% | Add +7.5% | 15,601 | $2.7M |
| Leeward Financial Partners, LLC | 0.85% | No change | 15,452 | $2.7M |
| Panoramic Investment Advisors, LLC | 1.64% | Add +11.3% | 15,404 | $2.7M |
| Fort Point Capital Partners LLC | 0.27% | Add +0.5% | 15,390 | $2.7M |
| Montis Financial, LLC | 0.73% | Reduce -11.9% | 15,200 | $2.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.30% | Add +6.0% | 15,123 | $2.6M |
| Duncker Streett & Co. Inc. | 0.48% | No change | 15,053 | $2.6M |
| Eagle Strategies LLC | 0.39% | Add +5.7% | 14,938 | $2.6M |
| Gotham Asset Management | 0.02% | Add +14.3% | 14,895 | $2.6M |
| Conservest Capital Advisors, Inc. | 0.25% | Reduce -3.6% | 14,843 | $2.6M |
| Ameritas Advisory Services, LLC | 0.13% | Reduce -46.4% | 14,763 | $2.6M |
| Eq LLC | 0.99% | Reduce -45.4% | 14,726 | $2.6M |
| Transamerica Financial Advisors, LLC | 0.24% | Reduce -1.4% | 14,704 | $2.5M |
| Davis Wealth Advisors, LLC | 2.69% | Reduce -5.1% | 14,624 | $2.5M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -1.4% | 14,611 | $2.5M |
| LVW Advisors, LLC | 0.28% | Add +2.3% | 14,566 | $2.5M |
| Renaissance Technologies | 0.00% | New | 14,500 | $2.5M |
| KKM Financial LLC | 0.87% | Reduce -10.6% | 14,496 | $2.5M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -0.5% | 14,358 | $2.5M |
| M1 Capital Management LLC | 1.25% | Reduce -16.4% | 14,306 | $2.5M |
| Keystone Wealth Services, LLC | 0.59% | Add +0.7% | 14,098 | $2.4M |
| SWP Financial LLC | 1.34% | Reduce -20.8% | 14,046 | $2.4M |
| Lakeshore Capital Group, Inc. | 2.16% | Reduce -13.6% | 14,033 | $2.4M |
| Client 1ST Advisory Group, LLC | 0.88% | Reduce -3.3% | 14,022 | $2.4M |
| Twin Peaks Wealth Advisors, LLC | 0.79% | Reduce -5.1% | 13,094 | $2.4M |
| My Legacy Advisors, LLC | 0.86% | Reduce -5.0% | 13,749 | $2.4M |
| Advus Financial Partners, LLC | 0.62% | Add +2.6% | 13,904 | $2.4M |
| Endeavor Private Wealth, Inc. | 1.12% | Reduce -6.7% | 13,701 | $2.4M |
| Glenview Trust Co | 0.04% | Reduce -15.5% | 13,700 | $2.4M |
| Centaurus Financial, Inc. | 0.14% | Add +2.1% | 13,672 | $2.4M |
| Counterweight Ventures, LLC | 1.54% | Add +2.6% | 13,575 | $2.4M |
| Trustmark Bank Trust Department | 0.16% | Reduce -0.1% | 13,530 | $2.3M |
| Roof Eidam Maycock Peralta, LLC | 0.57% | No change | 13,408 | $2.3M |
| Partners Capital Investment Group, LLP | 0.09% | Reduce -87.4% | 13,367 | $2.3M |
| Vertex Planning Partners, LLC | 0.48% | Reduce -16.4% | 13,273 | $2.3M |
| Ewa, LLC | 0.72% | Reduce -59.5% | 13,159 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Reduce -10.6% | 13,118 | $2.3M |
| Waddell & Associates, LLC | 0.24% | Reduce -0.1% | 13,098 | $2.3M |
| LongView Wealth Management | 0.68% | Reduce -0.4% | 13,039 | $2.3M |
| Firethorn Wealth Partners, LLC | 0.98% | Reduce -11.9% | 13,025 | $2.3M |
| Quantinno Capital Management LP | 0.01% | Add +17.5% | 12,684 | $2.2M |
| Lantz Financial LLC | 0.55% | Reduce -8.9% | 12,663 | $2.2M |
| Bordeaux Wealth Advisors LLC | 0.28% | No change | 12,600 | $2.2M |
| Savant Capital, LLC | 0.02% | Add +1.8% | 12,593 | $2.2M |
| Elevation Point Wealth Partners, LLC | 0.17% | Reduce -16.0% | 12,521 | $2.2M |
| LRI Investments, LLC | 0.18% | No change | 12,465 | $2.2M |
| Financial Perspectives, Inc | 0.65% | Add +3.3% | 12,461 | $2.2M |
| Ballew Advisors, Inc | 1.28% | Add +1.5% | 12,254 | $2.2M |
| May Hill Capital, LLC | 0.71% | Add +266.9% | 12,377 | $2.1M |
| Nova Wealth Management, Inc. | 1.56% | Add +12.3% | 12,286 | $2.1M |
| Legacy Private Trust Co. | 0.14% | Add +3.8% | 12,091 | $2.1M |
| Balance Wealth Partners LLC | 1.23% | Reduce -4.8% | 12,081 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -8.6% | 12,042 | $2.1M |
| Adell Harriman & Carpenter Inc. | 0.14% | No change | 12,000 | $2.1M |
| WealthCare Investment Partners, LLC | 0.74% | Reduce -1.3% | 11,669 | $2.0M |
| Outlook Wealth Advisors, LLC | 0.53% | Reduce -5.0% | 11,819 | $2.0M |
| Market Street Wealth Management Advisors LLC | 0.33% | Reduce -1.7% | 11,773 | $2.0M |
| 1832 Asset Management L.P. | 0.00% | Add +15.4% | 11,762 | $2.0M |
| Bragg Financial Advisors, Inc | 0.07% | No change | 11,694 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Reduce -4.8% | 11,666 | $2.0M |
| Verus Capital Partners, LLC | 0.18% | Reduce -2.1% | 11,655 | $2.0M |
| Westbourne Investments, Inc. | 1.07% | Reduce -3.3% | 11,620 | $2.0M |
| Principle Wealth Partners LLC | 0.13% | Reduce -2.3% | 11,588 | $2.0M |
| FFG Retirement Advisors LLC | 1.25% | Reduce -4.1% | 11,546 | $2.0M |
| Copperleaf Capital, LLC | 1.01% | Add +0.9% | 11,505 | $2.0M |
| Freestone Capital Holdings, LLC | 0.07% | Add +0.0% | 11,479 | $2.0M |
| Magnus Financial Group LLC | 0.17% | Reduce -3.5% | 11,458 | $2.0M |
| Dale Q Rice Investment Management Ltd | 1.64% | Reduce -50.0% | 11,189 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +4.3% | 11,358 | $2.0M |
| HB Wealth Management, LLC | 0.02% | Reduce -31.8% | 11,274 | $2.0M |
| Canvas Wealth Advisors, LLC | 0.38% | No change | 10,702 | $1.9M |
| Hoxton Planning & Management, LLC | 0.67% | Reduce -10.1% | 11,197 | $1.9M |
| Catalina Capital Group, LLC | 1.30% | Add +5.6% | 11,120 | $1.9M |
| Theory Financial LLC | 0.73% | Add +1.4% | 10,605 | $1.9M |
| Global Financial Private Client, LLC | 0.72% | Reduce -0.3% | 11,095 | $1.9M |
| Coastal Bridge Advisors, LLC | 0.16% | Reduce -4.6% | 11,035 | $1.9M |
| Summit Financial, LLC | 0.04% | Add +270.9% | 10,791 | $1.9M |
| Financial Advocates Investment Management | 0.15% | Add +44.2% | 10,783 | $1.9M |
| World Investment Advisors | 0.04% | Reduce -4.9% | 10,773 | $1.9M |
| Castle Rock Wealth Management, LLC | 0.43% | Reduce -18.7% | 10,330 | $1.9M |
| Silver Oak Securities, Incorporated | 0.15% | Reduce -7.9% | 10,714 | $1.9M |
| NCM Capital Management, LLC | 0.75% | Add +3.2% | 10,551 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.11% | Reduce -15.1% | 10,540 | $1.8M |
| Sonata Capital Group Inc. | 0.73% | Reduce -0.1% | 10,480 | $1.8M |
| Centurion Wealth Management LLC | 0.52% | Reduce -10.8% | 10,419 | $1.8M |
| Montz Harcus Wealth Management LLC | 0.87% | Add +0.1% | 10,386 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +0.4% | 10,370 | $1.8M |
| Wesbanco Bank Inc. | 0.05% | No change | 10,365 | $1.8M |
| AdvisorNet Financial, Inc | 0.12% | Add +5.6% | 10,322 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Reduce -41.4% | 10,275 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Add +44.6% | 10,245 | $1.8M |
| Wealthspire Retirement, LLC | 0.12% | Reduce -0.6% | 10,119 | $1.8M |
| Westwood Wealth Management | 0.58% | Reduce -0.8% | 9,995 | $1.7M |
| Maltin Wealth Management, Inc. | 0.78% | Add +0.1% | 9,961 | $1.7M |
| Barnes Wealth Management Group, Inc | 1.01% | Reduce -10.8% | 9,885 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.19% | Add +7.2% | 9,842 | $1.7M |
| Aviance Capital Partners, LLC | 0.22% | Reduce -1.7% | 9,812 | $1.7M |
| Patten & Patten Inc. | 0.11% | Reduce -2.0% | 9,805 | $1.7M |
| Northside Capital Management, LLC | 0.13% | New | 9,800 | $1.7M |
| Ridgeline Wealth, LLC | 1.38% | Reduce -6.8% | 9,764 | $1.7M |
| Retirement Wealth Solutions LLC | 1.23% | Reduce -4.7% | 9,759 | $1.7M |
| Boston Family Office LLC | 0.11% | No change | 9,700 | $1.7M |
| Visionary Wealth Advisors | 0.09% | Add +0.2% | 9,653 | $1.7M |
| Meridian Management Co. | 0.46% | No change | 9,200 | $1.7M |
| Allworth Financial LP | 0.01% | Add +18.4% | 9,609 | $1.7M |
| Chesley Taft & Associates LLC | 0.07% | No change | 9,600 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +6.4% | 9,599 | $1.7M |
| Lake Street Private Wealth, LLC | 0.24% | Reduce -1.0% | 9,592 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.11% | No change | 9,576 | $1.7M |
| Apollon Financial, LLC | 0.35% | Add +1.1% | 9,534 | $1.7M |
| Carret Asset Management, LLC | 0.18% | Reduce -0.4% | 9,501 | $1.6M |
| Private Trust Co. NA | 0.16% | Reduce -6.5% | 9,497 | $1.6M |
| Fifth Third Wealth Advisors LLC | 0.07% | Reduce -20.6% | 9,490 | $1.6M |
| Signet Financial Management, LLC | 0.21% | Add +9.6% | 9,478 | $1.6M |
| Redwood Financial Network Corp | 1.10% | Reduce -5.0% | 9,429 | $1.6M |
| CX Institutional | 0.06% | Add +30.6% | 9,424 | $1.6M |
| Advisory Alpha, LLC | 0.05% | Add +12.8% | 9,406 | $1.6M |
| Harmony Asset Management LLC | 0.61% | Reduce -5.4% | 9,394 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -5.0% | 9,373 | $1.6M |
| Charter Oak Capital Management, LLC | 0.14% | Reduce -0.6% | 9,284 | $1.6M |
| HCR Wealth Advisors | 0.19% | No change | 9,229 | $1.6M |
| Journey Strategic Wealth LLC | 0.05% | Reduce -16.7% | 9,198 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Reduce -12.5% | 9,170 | $1.6M |
| Alterna Wealth Management, Inc. | 1.26% | Add +12.8% | 9,049 | $1.6M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +27.0% | 9,015 | $1.6M |
| Fulcrum Equity Management | 1.60% | Add +5.3% | 8,965 | $1.6M |
| Clear Creek Financial Management, LLC | 0.15% | Add +4.0% | 8,960 | $1.6M |
| Gateway Wealth Partners, LLC | 0.29% | Reduce -8.0% | 8,888 | $1.5M |
| Meridian Wealth Advisors, LLC | 0.24% | Reduce -4.2% | 8,706 | $1.5M |
| Debussy Capital Management LP | 0.23% | Reduce -9.0% | 8,704 | $1.5M |
| Interchange Capital Partners, LLC | 0.35% | Reduce -12.4% | 8,670 | $1.5M |
| Moloney Securities Asset Management, LLC | 0.18% | Reduce -30.2% | 8,572 | $1.5M |
| Nikulski Financial, Inc. | 0.41% | Reduce -23.1% | 8,565 | $1.5M |
| DecisionMap Wealth Management, LLC | 1.01% | Add +4.2% | 8,517 | $1.5M |
| Bison Wealth, LLC | 0.12% | Add +0.9% | 8,402 | $1.5M |
| Guidance Capital, Inc. | 0.42% | Add +5.1% | 8,241 | $1.5M |
| First National Trust Co | 0.05% | No change | 8,399 | $1.5M |
| RCS Financial Planning, LLC | 0.72% | Add +1.4% | 8,323 | $1.4M |
| Lewis Asset Management, LLC | 0.68% | New | 8,322 | $1.4M |
| SPC Financial, Inc. | 0.12% | Reduce -93.9% | 8,212 | $1.4M |
| Dakota Wealth Management | 0.03% | Reduce -0.4% | 8,139 | $1.4M |
| Tradewinds, LLC. | 1.07% | New | 8,099 | $1.4M |
| Merkkuri Wealth Advisors LLC | 1.07% | Reduce -0.8% | 8,099 | $1.4M |
| Moors & Cabot, Inc. | 0.07% | Reduce -1.1% | 8,096 | $1.4M |
| Investment Advisory Group, LLC | 0.42% | Add +3.8% | 8,031 | $1.4M |
| Bawa N Mallick Trust | 0.57% | No change | 8,000 | $1.4M |
| Belpointe Asset Management LLC | 0.06% | Reduce -20.0% | 7,856 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +1.2% | 7,734 | $1.3M |
| Redwood Investment Management, LLC | 0.14% | Reduce -1.6% | 7,728 | $1.3M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -31.7% | 7,214 | $1.3M |
| Sax Wealth Advisors, LLC | 0.08% | Add +109.9% | 7,625 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -10.9% | 7,543 | $1.3M |
| Stanich Group LLC | 1.17% | Reduce -1.0% | 7,456 | $1.3M |
| Wealthgarden F.S. LLC | 1.08% | Reduce -14.2% | 7,206 | $1.3M |
| TRUE Private Wealth Advisors | 0.15% | Add +272.5% | 7,536 | $1.3M |
| MKT Advisors LLC | 0.51% | Reduce -6.7% | 7,546 | $1.3M |
| Intrepid Financial Planning Group LLC | 0.53% | Add +54.0% | 7,330 | $1.3M |
| Rossby Financial, LCC | 0.47% | Reduce -6.5% | 7,259 | $1.3M |
| Lanark Financial, Inc. | 0.10% | Reduce -2.2% | 7,219 | $1.3M |
| Aprio Wealth Management, LLC | 0.14% | Reduce -5.4% | 7,212 | $1.2M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -6.6% | 7,198 | $1.2M |
| Fullcircle Wealth LLC | 0.47% | Reduce -9.0% | 6,882 | $1.2M |
| KPP Advisory Services LLC | 0.21% | Reduce -0.8% | 7,192 | $1.2M |
| Kaydan Wealth Management, Inc. | 0.41% | No change | 7,185 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -0.6% | 7,157 | $1.2M |
| Yukon Wealth Management, Inc. | 0.44% | Add +3.5% | 7,123 | $1.2M |
| M3 Advisory Group, LLC | 0.85% | Reduce -1.4% | 7,092 | $1.2M |
| Buck Wealth Strategies, LLC | 0.19% | Add +55.9% | 7,013 | $1.2M |
| Bush Investment Group, LLC | 0.81% | Reduce -16.5% | 6,979 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +21.5% | 6,973 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.09% | — | 6,941 | $1.2M |
| Avior Wealth Management, LLC | 0.04% | Add +5.0% | 6,934 | $1.2M |
| CWA Asset Management Group, LLC | 0.05% | Reduce -3.6% | 6,910 | $1.2M |
| Glenmede Investment Management, LP | 0.01% | — | 6,891 | $1.2M |
| Kovack Advisors, Inc. | 0.12% | Add +54.2% | 6,887 | $1.2M |
| Curi Capital, LLC | 0.02% | New | 6,855 | $1.2M |
| Essex Financial Services, Inc. | 0.08% | Add +2.5% | 6,854 | $1.2M |
| Westside Investment Management, Inc. | 0.22% | Reduce -0.8% | 6,836 | $1.2M |
| Cooper Financial Group | 0.14% | Reduce -28.3% | 6,813 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -81.4% | 6,797 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -10.3% | 6,755 | $1.2M |
| Graves Light Lenhart Wealth, Inc. | 0.14% | Reduce -24.1% | 6,748 | $1.2M |
| Brooktree Capital Management | 0.76% | New | 6,746 | $1.2M |
| American Institute for Advanced Investment Management, LLP | 0.83% | Reduce -3.4% | 6,733 | $1.2M |
| Hudson Portfolio Management LLC | 1.09% | Reduce -3.2% | 6,730 | $1.2M |
| First Western Trust Bank | 0.05% | No change | 6,700 | $1.2M |
| Ibex Wealth Advisors | 0.12% | Reduce -47.6% | 6,682 | $1.2M |
| Maryland Capital Advisors Inc. | 0.45% | No change | 6,680 | $1.2M |
| BCU Wealth Advisors, LLC | 0.52% | Add +6.7% | 6,648 | $1.2M |
| Willner & Heller, LLC | 0.96% | Add +0.1% | 6,609 | $1.1M |
| Quadrature Capital Ltd | 0.02% | Reduce -79.3% | 6,591 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.71% | Add +0.6% | 6,574 | $1.1M |
| Riverview Capital Advisers, LLC | 0.32% | No change | 9,834 | $1.1M |
| PKS Advisory Services, LLC | 0.28% | Add +2.7% | 6,496 | $1.1M |
| Full Sail Capital, LLC | 0.06% | Add +13.0% | 6,486 | $1.1M |
| 5T Wealth, LLC | 0.57% | Add +59.2% | 6,468 | $1.1M |
| Zhang Financial LLC | 0.05% | Add +0.1% | 6,356 | $1.1M |
| Ameriflex Group, Inc. | 0.57% | Reduce -4.7% | 6,356 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Add +22.6% | 6,291 | $1.1M |
| LifePlan Investment Advisors, Inc. | 0.54% | Reduce -3.5% | 6,280 | $1.1M |
| Better Money Decisions, LLC | 0.66% | Add +0.1% | 6,273 | $1.1M |
| Blalock Williams, LLC | 1.07% | Reduce -10.3% | 6,190 | $1.1M |
| Harbor Investment Advisory, LLC | 0.10% | Add +34.0% | 6,178 | $1.1M |
| Saxon Interests, Inc. | 0.50% | No change | 7,544 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | Reduce -78.1% | 6,075 | $1.1M |
| Sutton Place Investors LLC | 0.63% | Reduce -9.6% | 6,062 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +70.7% | 6,054 | $1.0M |
| Unified Investment Management | 1.12% | No change | 6,045 | $1.0M |
| Lifestyle Asset Management, Inc. | 0.49% | New | 6,013 | $1.0M |
| Lavaca Capital LLC | 0.42% | No change | 6,000 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +27.7% | 5,975 | $1.0M |
| Park National Corp. | 0.03% | Reduce -1.8% | 5,940 | $1.0M |
| Latitude Advisors, LLC | 0.52% | Reduce -1.0% | 5,919 | $1.0M |
| Yeomans Consulting Group, Inc. | 0.42% | New | 5,979 | $1.0M |
| Montag A & Associates Inc. | 0.05% | Add +1.0% | 5,898 | $1.0M |
| Obsidian Cio, LLC | 0.15% | Add +16.2% | 5,883 | $1.0M |
| Invictus Private Wealth, LLC | 0.07% | Reduce -2.3% | 5,870 | $1.0M |
| FAS Wealth Partners, Inc. | 0.08% | No change | 5,854 | $1.0M |
| FPC Investment Advisory, Inc. | 0.63% | Reduce -2.9% | 5,571 | $1.0M |
| WealthPLAN Partners, LLC | 0.16% | Reduce -4.3% | 5,813 | $1.0M |
| Tactive Advisors, LLC | 0.32% | — | 5,795 | $1.0M |
| Chapin Davis, Inc. | 0.27% | Add +0.0% | 5,719 | $991K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +3.6% | 5,700 | $988K |
| Fortis Group Advisors, LLC | 0.18% | Reduce -18.7% | 5,415 | $982K |
| Greenleaf Trust | 0.01% | No change | 5,657 | $980K |
| Sovereign Financial Group, Inc. | 0.20% | Reduce -8.3% | 5,619 | $974K |
| Tiaa Trust, National Association | 0.00% | Reduce -6.7% | 5,590 | $969K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -12.7% | 5,588 | $968K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.12% | Add +11.4% | 5,580 | $967K |
| Commonwealth Retirement Investments LLC | 0.37% | Reduce -24.2% | 5,562 | $964K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -14.4% | 5,530 | $958K |
| NorthRock Partners, LLC | 0.02% | Reduce -1.1% | 5,516 | $956K |
| Axecap Investments, LLC | 0.62% | Reduce -2.9% | 5,478 | $949K |
| Hilltop Holdings Inc. | 0.06% | Add +24.6% | 5,470 | $948K |
| Allen Investment Management, LLC | 0.01% | No change | 5,464 | $947K |
| Courier Capital LLC | 0.06% | Add +0.5% | 5,459 | $946K |
| N.E.W. Advisory Services LLC | 0.09% | Reduce -1.2% | 5,453 | $945K |
| Concord Asset Management, LLC | 0.14% | New | 5,431 | $941K |
| Concord Wealth Partners | 0.14% | No change | 5,431 | $941K |
| Regimen Wealth, LLC | 0.29% | Reduce -8.4% | 5,363 | $929K |
| Howard Capital Management, LLC | 0.01% | Reduce -51.4% | 5,349 | $927K |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -6.3% | 5,293 | $917K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | New | 5,273 | $914K |
| Insigneo Advisory Services, LLC | 0.08% | Reduce -10.3% | 5,264 | $912K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -21.1% | 5,295 | $906K |
| Optivise Advisory Services LLC | 0.46% | Reduce -3.1% | 5,228 | $906K |
| Northwest Capital Management Inc | 0.49% | Reduce -54.4% | 5,223 | $905K |
| Clearview Wealth Advisors LLC | 0.63% | Reduce -6.7% | 5,223 | $905K |
| Palumbo Wealth Management LLC | 0.28% | No change | 5,200 | $901K |
| UNIVEST FINANCIAL Corp | 0.05% | Reduce -1.0% | 5,197 | $900K |
| Penobscot Wealth Management | 0.32% | Add +81.8% | 5,180 | $898K |
| PUREfi Wealth, LLC | 0.71% | Add +92.9% | 5,147 | $892K |
| Arete Wealth Advisors, LLC | 0.06% | Add +1.1% | 5,098 | $883K |
| Fsa Wealth Partners, Inc. | 0.42% | New | 5,077 | $880K |
| Empower Advisory Group, LLC | 0.00% | Add +5.8% | 5,071 | $879K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +1.4% | 5,062 | $877K |
| Synovus Financial Corp. | 0.01% | Add +7.9% | 5,053 | $876K |
| Wealthstream Advisors, Inc. | 0.15% | Add +9.2% | 5,048 | $875K |
| Vantage Point Financial LLC | 0.38% | Reduce -12.8% | 5,034 | $872K |
| Mainstream Capital Management LLC | 0.63% | Reduce -1.2% | 5,033 | $872K |
| Dagco, Inc. | 0.24% | Reduce -13.6% | 5,009 | $868K |
| Roman Butler Fullerton & Co. | 0.26% | Add +0.0% | 4,805 | $865K |
| Choate Investment Advisors | 0.02% | No change | 4,950 | $858K |
| Symphony Financial Services, Inc. | 0.51% | Reduce -0.1% | 4,946 | $857K |
| Petix & Botte Co | 0.21% | Add +0.0% | 4,923 | $853K |
| Aurora Private Wealth, Inc. | 0.63% | Add +0.0% | 4,903 | $850K |
| Rede Wealth, LLC | 0.30% | No change | 4,868 | $843K |
| Sierra Summit Advisors LLC | 0.15% | No change | 4,812 | $834K |
| Occidental Asset Management, LLC | 0.11% | Reduce -0.4% | 4,804 | $832K |
| B.O.S.S. Retirement Advisors, LLC | 0.21% | Add +17.3% | 4,789 | $830K |
| Kingsview Wealth Management, LLC | 0.01% | Add +28.6% | 4,771 | $827K |
| Mosaic Advisors LLC | 1.21% | Add +201.6% | 4,765 | $826K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +3.1% | 4,726 | $819K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +26.9% | 4,696 | $814K |
| Burns J W & Co. Inc. | 0.10% | Reduce -0.3% | 4,680 | $811K |
| Affiance Financial, LLC | 0.16% | No change | 4,676 | $810K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +8.4% | 4,645 | $805K |
| Cornerstone Wealth Group, LLC | 0.06% | Add +2.2% | 4,606 | $798K |
| Mission Wealth Management, LP | 0.02% | No change | 4,581 | $794K |
| Beacon Financial Advisory LLC | 0.20% | Reduce -18.3% | 4,558 | $790K |
| Schnieders Capital Management LLC | 0.14% | No change | 4,532 | $785K |
| StoneX Group Inc. | 0.04% | Reduce -22.0% | 4,510 | $781K |
| Spinnaker Trust | 0.05% | No change | 4,503 | $780K |
| Lighthouse Financial LLC | 0.60% | No change | 4,500 | $780K |
| Orange Investment Advisors, Inc. | 0.09% | Reduce -0.3% | 4,480 | $776K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 4,471 | $775K |
| Adapt Wealth Advisors, LLC | 0.34% | No change | 4,396 | $762K |
| Wetzel Investment Advisors, Inc. | 0.35% | Reduce -2.2% | 4,376 | $758K |
| Warner Financial, Inc. | 0.31% | No change | 4,313 | $747K |
| Rik Saylor Financial, Inc. | 0.57% | Add +0.0% | 4,277 | $741K |
| Accelerate Investment Advisors LLC | 0.55% | Add +7.9% | 4,246 | $736K |
| Private Client Services, LLC | 0.28% | Add +11.6% | 4,207 | $729K |
| Emergent Wealth Advisors, LLC | 0.46% | Reduce -0.2% | 4,192 | $726K |
| Maripau Wealth Management LLC | 0.36% | Reduce -15.1% | 4,167 | $721K |
| Richmond Investment Services, LLC | 0.15% | New | 4,143 | $718K |
| Advance Capital Management, Inc. | 0.03% | No change | 4,137 | $717K |
| Stratos Investment Management, LLC | 0.03% | Reduce -15.2% | 4,130 | $716K |
| United Capital Management of KS, Inc. | 0.11% | Reduce -1.6% | 4,128 | $715K |
| Investor's Fiduciary Advisor Network, LLC | 0.27% | Reduce -14.8% | 4,132 | $715K |
| Root Financial Partners, LLC | 0.07% | Add +4.2% | 4,116 | $713K |
| Simon Quick Advisors, LLC | 0.04% | Reduce -8.2% | 4,112 | $713K |
| LexAurum Advisors, LLC | 0.11% | Reduce -3.8% | 4,106 | $711K |
| Kesler, Norman & Wride, LLC | 0.13% | Reduce -26.6% | 4,101 | $710K |
| TrueWealth Advisors, LLC | 0.21% | Reduce -2.2% | 4,087 | $708K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.1% | 4,051 | $702K |
| BLVD Private Wealth, LLC | 0.65% | — | 4,005 | $694K |
| Dodds Wealth, LLC | 0.19% | Add +0.0% | 4,001 | $693K |
| Westover Capital Advisors, LLC | 0.14% | No change | 4,000 | $693K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.1% | 3,966 | $687K |
| JT Stratford LLC | 0.10% | Reduce -12.0% | 3,928 | $681K |
| Argyle Capital Partners, LLC | 0.56% | Reduce -3.1% | 3,892 | $674K |
| Family Manage LLC | 0.10% | No change | 3,860 | $669K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.0% | 3,828 | $663K |
| Biondo Investment Advisors, LLC | 0.09% | Add +3.4% | 3,810 | $660K |
| QRG Capital Management, Inc. | 0.01% | Add +1.0% | 3,785 | $656K |
| Brookwood Investment Group LLC | 0.11% | Reduce -14.6% | 3,762 | $652K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +2.3% | 3,759 | $651K |
| Meritage Portfolio Management | 0.04% | Reduce -13.9% | 3,757 | $651K |
| Prudent Investors Network, Inc. | 0.18% | No change | 3,751 | $650K |
| Elios Financial Group Inc. | 0.29% | Reduce -15.0% | 3,736 | $647K |
| Hilltop Partners LLC | 0.19% | Reduce -0.3% | 3,715 | $644K |
| Schorn Wealth LLC | 0.21% | No change | 3,684 | $638K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | New | 3,678 | $637K |
| Comprehensive Financial Planning, Inc. | 0.50% | Add +0.1% | 3,635 | $630K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.1% | 3,627 | $628K |
| GFS Advisors, LLC | 0.09% | Reduce -10.7% | 3,604 | $624K |
| SkyView Investment Advisors, LLC | 0.09% | Reduce -0.1% | 3,611 | $620K |
| Savvy Advisors, Inc. | 0.04% | Reduce -16.1% | 3,557 | $616K |
| Neuberger Berman Group LLC | 0.00% | Add +1.7% | 3,557 | $616K |
| Integrated Capital Management, LLC | 0.29% | Add +17.4% | 3,413 | $612K |
| TFG Advisers LLC | 0.21% | Reduce -3.4% | 3,508 | $608K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +39.9% | 3,505 | $607K |
| Washington Trust Bank | 0.05% | Reduce -12.5% | 3,495 | $606K |
| WT Wealth Management | 0.18% | Reduce -0.1% | 3,476 | $602K |
| Chesapeake Wealth Management | 0.20% | Reduce -2.3% | 3,469 | $601K |
| Presidio Capital Management, LLC | 0.23% | Reduce -3.6% | 3,455 | $599K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +31.2% | 3,435 | $595K |
| Oxinas Partners, LLC | 0.31% | Add +0.1% | 3,435 | $595K |
| Old National Bancorp | 0.01% | New | 3,407 | $590K |
| Correct Capital Wealth Management | 0.11% | Add +8.6% | 3,400 | $589K |
| WealthTrak Capital Management LLC | 0.49% | Add +1.8% | 3,382 | $586K |
| Strategy Asset Managers LLC | 0.11% | Reduce -11.3% | 3,379 | $585K |
| XML Financial, LLC | 0.05% | Reduce -0.4% | 3,352 | $581K |
| Litman Gregory Wealth Management LLC | 0.05% | No change | 3,346 | $580K |
| Essex Bank | 0.14% | No change | 3,345 | $580K |
| Everpar Advisors LLC | 0.26% | Add +41.9% | 3,342 | $579K |
| Moment Partners, LLC | 0.11% | No change | 3,339 | $579K |
| NewEdge Wealth, LLC | 0.01% | No change | 3,152 | $574K |
| Intrua Financial, LLC | 0.08% | Reduce -0.6% | 3,306 | $573K |
| Old North State Wealth Management, LLC | 0.30% | Reduce -1.9% | 3,293 | $572K |
| Hutchens & Kramer Investment Management Group, LLC | 0.26% | Reduce -16.9% | 3,336 | $572K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 3,292 | $570K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -34.9% | 3,270 | $567K |
| Diversified Trust Co. | 0.01% | Reduce -15.8% | 3,269 | $566K |
| Two West Capital Advisors LLC | 0.37% | Add +38.6% | 3,133 | $564K |
| GWN Securities Inc. | 0.10% | Reduce -73.3% | 3,212 | $563K |
| Michels Family Financial, LLC | 0.48% | Reduce -5.5% | 3,248 | $563K |
| Columbia Bank | 0.17% | No change | 3,200 | $560K |
| Asset Dedication, LLC | 0.04% | Add +0.4% | 3,213 | $557K |
| Freedom Investment Management, Inc. | 0.04% | Add +13.2% | 3,210 | $556K |
| Naples Global Advisors, LLC | 0.05% | No change | 3,207 | $556K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.2% | 3,206 | $556K |
| RDA Financial Network | 0.15% | Reduce -2.0% | 3,202 | $555K |
| Sensible Money, LLC | 0.21% | No change | 3,200 | $554K |
| Raleigh Capital Management Inc. | 0.23% | Reduce -25.4% | 3,181 | $551K |
| Samalin Investment Counsel, LLC | 0.21% | Add +5.7% | 3,147 | $545K |
| Golden State Wealth Management, LLC | 0.07% | Reduce -25.9% | 3,106 | $538K |
| D. E. Shaw & Co. | 0.00% | New | 3,103 | $538K |
| Pinnacle Financial Partners Inc | 0.01% | Add +9.4% | 3,069 | $532K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,047 | $528K |
| Tobias Financial Advisors, Inc. | 0.09% | New | 3,032 | $525K |
| Antonelli Financial Advisors, LLC | 0.38% | Reduce -0.2% | 3,031 | $525K |
| Aspire Private Capital, LLC | 0.12% | Reduce -7.1% | 3,006 | $521K |
| Canal Capital Management, LLC | 0.08% | New | 2,982 | $517K |
| Manchester Capital Management LLC | 0.07% | No change | 2,968 | $514K |
| Caliber Wealth Management, LLC / KS | 0.06% | Add +37.4% | 2,963 | $513K |
| Next Level Private LLC | 0.17% | Add +0.1% | 2,944 | $510K |
| Nicolet Advisory Services, LLC | 0.04% | Add +0.8% | 2,856 | $506K |
| Fairvoy Private Wealth, LLC | 0.13% | Reduce -11.9% | 2,914 | $505K |
| Paces Ferry Wealth Advisors, LLC | 0.23% | Add +0.0% | 2,891 | $501K |
| JARISLOWSKY, FRASER Ltd | 0.00% | Reduce -22.0% | 2,885 | $500K |
| Absolute Capital Management, LLC | 0.25% | Reduce -59.2% | 2,876 | $498K |
| Carderock Capital Management Inc. | 0.13% | No change | 2,875 | $498K |
| Verger Capital Management LLC | 0.20% | Add +0.0% | 2,874 | $498K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.1% | 2,869 | $497K |
| Atlatl Advisers LLC | 0.23% | Reduce -6.7% | 2,865 | $496K |
| Tudor Investment Corporation | 0.00% | Add +19.3% | 2,859 | $495K |
| Main Street Financial Solutions, LLC | 0.04% | Add +95.7% | 2,851 | $494K |
| Fifth Third Bancorp | 0.00% | Add +6.1% | 2,848 | $493K |
| Confluence Wealth Services, Inc. | 0.03% | Add +0.3% | 2,841 | $492K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 2,817 | $488K |
| Asset Management Group, Inc. | 0.08% | No change | 2,802 | $486K |
| Allstate Corp. | 0.03% | New | 2,800 | $485K |
| Bensler, LLC | 0.05% | Add +0.0% | 2,774 | $481K |
| D L Carlson Investment Group Inc. | 0.09% | Reduce -3.7% | 2,763 | $479K |
| Kanawha Capital Management LLC | 0.04% | Reduce -15.4% | 2,751 | $477K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,743 | $475K |
| Legacy Financial Advisors, Inc. | 0.07% | No change | 2,739 | $475K |
| Composition Wealth, LLC | 0.01% | New | 2,734 | $474K |
| Puff Wealth Management, LLC | 0.77% | Add +0.0% | 2,729 | $473K |
| Yardley Wealth Management LLC | 0.26% | Reduce -3.3% | 2,723 | $472K |
| WESPAC Advisors SoCal, LLC | 0.10% | No change | 2,710 | $470K |
| MSH Capital Advisors LLC | 0.13% | Reduce -3.9% | 2,696 | $467K |
| Semmax Financial Advisors Inc. | 0.12% | Reduce -16.1% | 2,539 | $467K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -4.7% | 2,659 | $461K |
| Dentgroup LLC | 0.32% | Reduce -20.0% | 2,649 | $459K |
| Fisher Asset Management | 0.00% | Add +37.3% | 2,644 | $458K |
| Lion Street Advisors, LLC | 0.14% | Add +9.6% | 2,643 | $458K |
| HT Partners LLC | 0.14% | No change | 2,612 | $453K |
| Resurgent Financial Advisors LLC | 0.25% | Reduce -9.8% | 2,606 | $452K |
| Smith, Moore & Co. | 0.04% | Reduce -0.3% | 2,600 | $451K |
| AlphaCore Capital LLC | 0.02% | Add +221.7% | 2,599 | $450K |
| Warm Springs Advisors Inc. | 0.39% | Reduce -4.2% | 2,599 | $450K |
| Lantern Wealth Advisors, LLC | 0.27% | — | 2,574 | $446K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,556 | $443K |
| Jefferies Financial Group Inc. | 0.01% | Add +8.3% | 2,542 | $440K |
| Atlas Brown,Inc. | 0.14% | Reduce -0.6% | 2,536 | $439K |
| Trexquant Investment LP | 0.00% | Add +57.8% | 2,529 | $438K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 2,503 | $434K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -6.6% | 2,426 | $433K |
| Blue Fin Capital, Inc. | 0.07% | Reduce -0.2% | 2,493 | $432K |
| World Equity Group, Inc. | 0.12% | Reduce -55.9% | 2,469 | $428K |
| Strathmore Capital Advisors, Inc. | 0.19% | — | 2,420 | $427K |
| ORG Partners LLC | 0.09% | Add +215.3% | 2,469 | $423K |
| Transce3nd, LLC | 0.18% | Reduce -7.3% | 2,430 | $421K |
| Accredited Investors Inc. | 0.02% | No change | 2,424 | $420K |
| Parkside Financial Bank & Trust | 0.04% | Add +30000.0% | 2,408 | $417K |
| Ranch Capital Advisors Inc. | 0.18% | Add +0.2% | 2,404 | $417K |
| Harvest Investment Services, LLC | 0.09% | Add +0.8% | 2,403 | $416K |
| First City Capital Management, Inc. | 0.24% | No change | 2,400 | $416K |
| Cidel Asset Management Inc. | 0.03% | No change | 2,400 | $416K |
| Ceera Investments, LLC | 0.13% | No change | 2,395 | $415K |
| Gryphon Financial Partners LLC | 0.05% | Add +26.4% | 2,391 | $414K |
| Powell Investment Advisors, LLC | 0.16% | Add +14.7% | 2,384 | $413K |
| Center for Financial Planning, Inc. | 0.05% | No change | 2,384 | $413K |
| TFB Advisors LLC | 0.11% | Reduce -1.6% | 2,382 | $413K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 2,373 | $411K |
| SCS Capital Management LLC | 0.00% | Reduce -0.6% | 2,370 | $411K |
| IMZ Advisory Inc | 0.16% | Add +0.1% | 2,297 | $410K |
| Peddock Capital Advisors, LLC | 0.09% | No change | 2,368 | $410K |
| Bailard, Inc. | 0.01% | Add +34.2% | 2,356 | $408K |
| Planning Directions Inc. | 0.23% | Add +4.5% | 2,355 | $408K |
| Tilson Financial Group, Inc. | 0.15% | No change | 2,337 | $405K |
| HHM Wealth Advisors, LLC | 0.05% | No change | 2,332 | $404K |
| Altfest L J & Co. Inc. | 0.05% | No change | 2,330 | $404K |
| Westfuller Advisors, LLC | 0.23% | Add +0.0% | 2,327 | $403K |
| Sterling Investment Advisors LLC | 0.21% | Reduce -0.1% | 2,327 | $403K |
| Capital Market Strategies LLC | 0.28% | No change | 2,324 | $403K |
| Ignite Planners, LLC | 0.07% | Reduce -0.6% | 2,241 | $401K |
| Sierra Ocean, LLC | 0.29% | Add +2.4% | 2,305 | $400K |
| Granite Bay Wealth Management, LLC | 0.13% | Reduce -1.8% | 2,300 | $399K |
| Harbour Trust & Investment Management Co | 0.04% | Reduce -0.9% | 2,295 | $398K |
| Associated Banc-Corp | 0.01% | Reduce -18.0% | 2,291 | $397K |
| Garrison Point Advisors, LLC | 0.18% | No change | 2,290 | $397K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -18.1% | 2,290 | $397K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -2.7% | 2,257 | $397K |
| Financial Gravity Companies, Inc. | 0.08% | — | 2,269 | $393K |
| Weaver Consulting Group | 0.11% | No change | 2,269 | $393K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -25.4% | 2,265 | $393K |
| Blue Barn Wealth, LLC | 0.18% | Add +0.0% | 2,251 | $390K |
| VestGen Advisors, LLC | 0.02% | Reduce -87.0% | 2,153 | $390K |
| Marino, Stram & Associates LLC | 0.08% | Add +14.3% | 2,244 | $389K |
| New Insight Wealth Advisors | 0.16% | New | 2,237 | $388K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -17.7% | 2,208 | $383K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | Add +0.6% | 2,207 | $382K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -92.5% | 2,206 | $382K |
| Silicon Valley Capital Partners | 0.04% | Add +0.1% | 2,205 | $382K |
| Roble, Belko & Company, Inc | 0.06% | Add +20.1% | 2,203 | $382K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 2,200 | $381K |
| Advyzon Investment Management, LLC | 0.08% | New | 2,198 | $381K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.13% | Add +427.9% | 2,175 | $377K |
| AlTi Global, Inc. | 0.01% | Reduce -62.7% | 2,166 | $375K |
| Semus Wealth Partners LLC | 0.24% | Reduce -14.3% | 2,160 | $374K |
| One Charles Private Wealth Services, LLC | 0.10% | New | 2,153 | $373K |
| Independence Bank of Kentucky | 0.05% | Reduce -6.9% | 2,146 | $372K |
| Atlantic Edge Private Wealth Management, LLC | 0.10% | No change | 2,140 | $371K |
| Venture Visionary Partners LLC | 0.01% | Add +6.4% | 2,137 | $370K |
| Garde Capital, Inc. | 0.02% | Add +0.1% | 2,136 | $370K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 2,133 | $370K |
| Seaview Investment Managers LLC | 0.08% | Reduce -79.7% | 2,121 | $368K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -5.7% | 2,119 | $367K |
| Susquehanna International Group, LLP | 0.00% | Reduce -97.4% | 2,118 | $367K |
| Brighton Jones LLC | 0.01% | New | 2,106 | $365K |
| GAMMA Investing LLC | 0.02% | Reduce -3.2% | 2,097 | $363K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -59.3% | 2,093 | $362K |
| Ascentis Independent Advisors | 0.07% | Reduce -0.3% | 2,072 | $359K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -1.1% | 2,071 | $359K |
| Money Concepts Capital Corp. | 0.02% | No change | 2,044 | $354K |
| Jacobi Capital Management LLC | 0.02% | No change | 2,044 | $354K |
| Summit Financial Wealth Advisors, LLC | 0.06% | New | 2,033 | $352K |
| Americana Partners, LLC | 0.01% | New | 2,033 | $352K |
| Baldwin Investment Management, LLC | 0.04% | No change | 2,030 | $352K |
| Townsquare Capital LLC | 0.03% | Reduce -91.7% | 2,030 | $352K |
| Anchor Investment Management, LLC | 0.03% | No change | 2,022 | $350K |
| Level Four Advisory Services, LLC | 0.01% | No change | 2,016 | $349K |
| Widmann Financial Services, Inc. | 0.24% | No change | 2,000 | $347K |
| Argentarii, LLC | 0.16% | No change | 2,000 | $347K |
| Dover Advisors, LLC | 0.15% | No change | 2,000 | $347K |
| Rialto Wealth Management, LLC | 0.10% | No change | 2,000 | $347K |
| Cambridge Advisors Inc. | 0.07% | No change | 2,000 | $347K |
| MV Capital Management, Inc. | 0.04% | No change | 2,000 | $347K |
| First National Bank of Omaha | 0.02% | No change | 2,000 | $347K |
| Tiller Private Wealth, Inc. | 0.13% | Add +12.3% | 1,983 | $344K |
| Sound Income Strategies, LLC | 0.02% | Reduce -28.1% | 1,979 | $343K |
| Madden Advisory Services, Inc. | 0.15% | Reduce -2.2% | 1,978 | $343K |
| Key Financial Inc | 0.07% | Add +11.3% | 1,976 | $342K |
| TD Private Client Wealth LLC | 0.01% | Reduce -35.8% | 1,968 | $341K |
| Pitcairn Co. | 0.02% | No change | 1,963 | $340K |
| Acorn Wealth Advisors, LLC | 0.13% | New | 1,961 | $340K |
| Midwest Heritage Bank, FSB | 0.13% | Add +1.8% | 1,954 | $339K |
| Resolute Wealth Strategies, LLC | 0.18% | Reduce -6.9% | 1,951 | $338K |
| IFG Advisors, LLC | 0.06% | New | 1,930 | $334K |
| Peoples Bank | 0.21% | No change | 1,926 | $334K |
| Colonial Trust Co / SC | 0.05% | No change | 1,920 | $333K |
| CVA Family Office, LLC | 0.05% | No change | 1,915 | $332K |
| Pinnacle Family Advisors, LLC | 0.16% | Reduce -7.4% | 1,911 | $331K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,910 | $331K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 1,908 | $331K |
| V2 Financial group LLC | 0.20% | No change | 1,900 | $329K |
| Potentia Wealth | 0.19% | Add +3.7% | 1,897 | $329K |
| Nilsine Partners, LLC | 0.03% | No change | 1,895 | $328K |
| Novak & Powell Financial Services, Inc. | 0.23% | No change | 1,894 | $328K |
| Eaton Financial Holdings Company, LLC | 0.10% | Reduce -64.5% | 1,892 | $328K |
| MN Wealth Advisors, LLC | 0.19% | New | 1,888 | $327K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +0.1% | 1,874 | $325K |
| Hopwood Financial Services, Inc. | 0.25% | No change | 1,860 | $322K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -1.3% | 1,856 | $322K |
| Oldfather Financial Services, LLC | 0.11% | Reduce -14.8% | 1,848 | $320K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -79.5% | 1,848 | $320K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.6% | 1,847 | $320K |
| FWG Investments, LLC. | 0.24% | New | 1,838 | $318K |
| Rockland Trust Co. | 0.02% | No change | 1,835 | $318K |
| InTrack Investment Management Inc | 0.21% | New | 1,833 | $318K |
| Resolute Wealth Advisor, Inc. | 0.18% | — | 1,748 | $317K |
| Revolve Wealth Partners, LLC | 0.04% | No change | 1,830 | $317K |
| One Capital Management, LLC | 0.01% | Reduce -59.6% | 1,824 | $316K |
| Advisors Management Group Inc. | 0.06% | No change | 1,823 | $316K |
| Forefront Wealth Partners, LLC | 0.22% | Add +30.9% | 1,976 | $315K |
| Peak Planning Group, LLC | 0.20% | Add +19.4% | 1,814 | $314K |
| 3Chopt Investment Partners, LLC | 0.08% | Reduce -34.1% | 1,810 | $314K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +12.9% | 1,809 | $313K |
| Human Investing LLC | 0.05% | Reduce -5.8% | 1,804 | $313K |
| Ariadne Wealth Management, LP | 0.15% | No change | 1,686 | $312K |
| Smithbridge Asset Management Inc. | 0.05% | Reduce -14.8% | 1,803 | $312K |
| Campion Asset Management | 0.23% | No change | 1,800 | $312K |
| Facet Wealth, Inc. | 0.01% | New | 1,719 | $312K |
| Everhart Financial Group, Inc. | 0.04% | Add +0.8% | 1,785 | $309K |
| Pennington Partners & Co., LLC | 0.17% | No change | 1,782 | $309K |
| First Financial Bankshares Inc | 0.01% | Add +3.1% | 1,773 | $307K |
| Richard P Slaughter Associates Inc | 0.06% | Reduce -77.8% | 1,761 | $305K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 1,760 | $305K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -1.4% | 1,759 | $305K |
| Tranquility Partners, LLC | 0.11% | No change | 1,752 | $304K |
| Argent Trust Co | 0.01% | Add +0.3% | 1,747 | $303K |
| Betterment LLC | 0.00% | Reduce -30.0% | 1,741 | $302K |
| Thoma Capital Management LLC | 0.19% | No change | 1,741 | $302K |
| Mandatum Life Insurance Co Ltd | 0.08% | No change | 1,722 | $298K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -11.9% | 1,720 | $298K |
| Hobart Private Capital, LLC | 0.07% | Reduce -12.4% | 1,701 | $295K |
| Marco Investment Management LLC | 0.02% | No change | 1,700 | $295K |
| Three Seasons Wealth, LLC | 0.03% | Reduce -14.1% | 1,682 | $291K |
| Mma Asset Management LLC | 0.11% | New | 1,680 | $291K |
| KM Capital Management Ltd. | 0.14% | New | 1,660 | $288K |
| VestGen Investment Management | 0.21% | Reduce -22.6% | 1,657 | $287K |
| Evolution Wealth Management Inc. | 0.35% | — | 1,642 | $285K |
| HM Payson & Co. | 0.00% | Reduce -25.4% | 1,640 | $284K |
| Central Valley Advisors, LLC | 0.10% | No change | 1,634 | $283K |
| Circle Wealth Management, LLC | 0.01% | Reduce -22.0% | 1,633 | $283K |
| Flower City Capital | 0.17% | No change | 1,620 | $281K |
| Provident Wealth Management, LLC | 0.09% | No change | 1,616 | $280K |
| BIP Wealth, LLC | 0.02% | Reduce -27.4% | 1,615 | $280K |
| Klingman & Associates, LLC | 0.02% | New | 1,601 | $277K |
| ELCO Management Co., LLC | 0.15% | New | 1,600 | $277K |
| Grey Ledge Advisors, LLC | 0.07% | No change | 1,582 | $274K |
| Resources Management Corp. /CT/ | 0.04% | Reduce -0.9% | 1,570 | $272K |
| Elevated Capital Advisors, LLC | 0.08% | No change | 1,914 | $269K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,549 | $268K |
| Banco Santander, S.A. | 0.00% | No change | 1,548 | $268K |
| Chemistry Wealth Management LLC | 0.06% | Add +2.0% | 1,540 | $267K |
| Corrado Advisors, LLC | 0.16% | No change | 1,536 | $266K |
| Accel Wealth Management | 0.09% | New | 1,533 | $266K |
| Objective Capital Management, LLC | 0.30% | Add +0.1% | 1,532 | $265K |
| Firestone Capital Management | 0.06% | No change | 1,530 | $265K |
| Lloyd Advisory Services, LLC. | 0.13% | Reduce -11.3% | 1,520 | $263K |
| Bonfire Financial | 0.21% | New | 1,509 | $262K |
| Worth Asset Management, LLC | 0.13% | New | 1,508 | $261K |
| BlackDiamond Wealth Management, LLC | 0.15% | No change | 1,517 | $260K |
| Patten Group, Inc. | 0.05% | No change | 1,494 | $259K |
| GM Advisory Group, LLC | 0.01% | No change | 1,488 | $258K |
| Valtinson Bruner Financial Planning LLC | 0.08% | New | 1,487 | $258K |
| Evelyn Partners Asset Management Ltd | 0.06% | No change | 1,448 | $251K |
| Advisor OS, LLC | 0.02% | New | 1,447 | $251K |
| Novus Advisors, LLC | 0.38% | Reduce -4.5% | 1,441 | $250K |
| White Pine Capital LLC | 0.08% | No change | 1,432 | $248K |
| Werba Rubin Papier Wealth Management | 0.05% | New | 1,432 | $248K |
| Peak Financial Management, Inc. | 0.07% | No change | 1,431 | $248K |
| GKV Capital Management Co., Inc. | 0.11% | Reduce -2.7% | 1,422 | $246K |
| Consolidated Portfolio Review Corp | 0.03% | New | 1,420 | $246K |
| Good Life Advisors, LLC | 0.02% | New | 1,418 | $246K |
| Summit Wealth Group, LLC | 0.06% | New | 1,415 | $245K |
| Insight 2811, Inc. | 0.12% | New | 1,410 | $244K |
| Peachtree Investment Partners, LLC | 0.09% | Reduce -45.7% | 1,407 | $244K |
| Omega Financial Group, LLC | 0.09% | Reduce -11.1% | 1,405 | $243K |
| Larson Financial Group LLC | 0.01% | Add +7.6% | 1,397 | $242K |
| Legacy Edge Advisors, LLC | 0.03% | New | 1,393 | $241K |
| Kelly Financial Group LLC | 0.07% | New | 1,392 | $241K |
| Cozad Asset Management Inc. | 0.02% | New | 1,390 | $241K |
| Bell Bank | 0.01% | New | 1,390 | $241K |
| Verum Partners LLC | 0.05% | New | 1,371 | $237K |
| New Republic Capital, LLC | 0.08% | Reduce -26.0% | 1,365 | $236K |
| Janney Capital Management LLC | 0.02% | New | 1,360 | $236K |
| Claro Advisors Inc. | 0.04% | New | 1,349 | $234K |
| Tarbox Family Office, Inc. | 0.04% | New | 1,348 | $234K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 1,346 | $233K |
| LGT Financial Advisors LLC | 0.59% | Reduce -31.9% | 1,344 | $233K |
| IVC Wealth Advisors LLC | 0.11% | New | 1,345 | $233K |
| Ironwood Investment Counsel, LLC | 0.04% | New | 1,344 | $233K |
| MBL Wealth, LLC | 0.02% | New | 1,329 | $230K |
| Vident Advisory, LLC | 0.00% | New | 1,329 | $230K |
| DDFG, Inc | 0.06% | New | 1,326 | $230K |
| XY Planning Network, Inc. | 0.08% | New | 1,320 | $229K |
| Rehmann Capital Advisory Group | 0.01% | New | 1,313 | $228K |
| Meridian Wealth Partners, LLC | 0.03% | New | 1,310 | $227K |
| Seneca House Advisors | 0.10% | New | 1,308 | $227K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 1,304 | $226K |
| Allegheny Financial Group | 0.05% | New | 1,300 | $225K |
| Wells Financial Advisors INC | 0.31% | Add +26.3% | 1,295 | $224K |
| Sigma Investment Counselors Inc. | 0.01% | New | 1,290 | $224K |
| Mascagni Wealth Management, Inc. | 0.19% | New | 1,287 | $223K |
| First Trust Advisors LP | 0.00% | New | 1,284 | $222K |
| Novem Group | 0.03% | New | 1,280 | $222K |
| Catalyst Financial Partners LLC | 0.02% | New | 1,274 | $221K |
| SWS Partners | 0.06% | New | 1,271 | $220K |
| Tyler-Stone Wealth Management | 0.04% | New | 1,268 | $220K |
| BNP Paribas Financial Markets | 0.00% | Reduce -24.8% | 1,268 | $220K |
| Sequent Planning LLC | 0.07% | New | 1,254 | $217K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -3.9% | 1,245 | $216K |
| Griffin Asset Management, Inc. | 0.03% | New | 1,245 | $216K |
| CENTRAL TRUST Co | 0.00% | Reduce -3.1% | 1,228 | $213K |
| RPS Advisory Solutions LLC | 0.12% | Reduce -68.9% | 1,238 | $212K |
| Fiduciary Group, LLC | 0.02% | New | 1,224 | $212K |
| DSG Capital Advisors, LLC | 0.04% | New | 1,220 | $211K |
| Sfmg, LLC | 0.02% | New | 1,220 | $211K |
| Guidance Point Advisors, LLC | 0.06% | Reduce -40.5% | 1,219 | $211K |
| River Wealth Advisors LLC | 0.03% | New | 1,217 | $211K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,212 | $210K |
| WMG Financial Advisors, LLC | 0.08% | New | 1,208 | $209K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 1,207 | $209K |
| Parkshore Wealth Management, Inc. | 0.10% | New | 1,204 | $209K |
| Paragon Capital Management Ltd | 0.04% | New | 1,200 | $208K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,200 | $208K |
| Independent Advisor Alliance | 0.01% | New | 1,197 | $207K |
| Alliancebernstein L.P. | 0.00% | New | 1,194 | $207K |
| Claris Financial LLC | 0.16% | New | 1,190 | $206K |
| NFSG Corp | 0.03% | Add +6.3% | 1,188 | $206K |
| Altura Wealth Advisors Inc. | 0.12% | New | 1,187 | $206K |
| Evanson Asset Management, LLC | 0.01% | New | 1,180 | $204K |
| Financial Sense Advisors, Inc. | 0.05% | New | 1,179 | $204K |
| BNC Wealth Management, LLC | 0.06% | New | 1,173 | $203K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,173 | $203K |
| JGP Wealth Management, LLC | 0.02% | New | 1,171 | $203K |
| Presilium Private Wealth, LLC | 0.04% | New | 1,170 | $203K |
| Zacks Investment Management | 0.00% | New | 1,168 | $202K |
| Oregon Pacific Wealth Management, LLC | 0.19% | New | 1,165 | $202K |
| Fiduciary Alliance LLC | 0.02% | New | 1,164 | $202K |
| Signaturefd, LLC | 0.00% | No change | 1,162 | $201K |
| Front Row Advisors LLC | 0.07% | Reduce -10.3% | 1,161 | $201K |
| Sava Infond d.o.o. | 0.03% | No change | 1,160 | $201K |
| Inspire Advisors, LLC | 0.02% | New | 1,159 | $201K |
| Flagship Wealth Advisors, LLC | 0.08% | No change | 1,150 | $199K |
| Russell Investments Group, Ltd. | 0.00% | Add +9.8% | 1,094 | $190K |
| Oliver Lagore Vanvalin Investment Group | 0.07% | — | 1,314 | $185K |
| Tucker Asset Management LLC | 0.06% | Add +455.5% | 1,061 | $184K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -34.7% | 1,061 | $184K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -16.0% | 1,058 | $183K |
| Bessemer Group Inc. | 0.00% | Reduce -11.9% | 1,056 | $183K |
| Deutsche Bank AG | 0.00% | Reduce -31.8% | 1,056 | $183K |
| Arax Advisory Partners | 0.01% | Add +228.7% | 1,032 | $179K |
| Main Street Group, LTD | 0.06% | No change | 1,029 | $178K |
| Rothschild Investment LLC | 0.01% | No change | 1,020 | $177K |
| Angeles Wealth Management, LLC | 0.01% | Add +55.7% | 1,006 | $174K |
| MGB Wealth Management, LLC | 0.06% | Reduce -39.6% | 984 | $170K |
| Hemington Wealth Management | 0.02% | No change | 985 | $170K |
| IAG Wealth Partners, LLC | 0.02% | No change | 978 | $169K |
| Richardson Capital Management LLC | 0.09% | Reduce -4.9% | 938 | $163K |
| Optimum Investment Advisors | 0.07% | No change | 938 | $163K |
| Hurley Capital, LLC | 0.11% | No change | 937 | $162K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 919 | $159K |
| SIMA Wealth Partners, LLC | 0.13% | No change | 900 | $156K |
| Hanson & Doremus Investment Management | 0.02% | No change | 896 | $155K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 888 | $154K |
| Colonial Trust Advisors | 0.01% | No change | 846 | $147K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -19.3% | 809 | $140K |
| Barclays PLC | 0.00% | Reduce -90.5% | 800 | $139K |
| Cheviot Value Management, LLC | 0.02% | No change | 750 | $138K |
| Greykasell Wealth Strategies, Inc. | 0.07% | No change | 794 | $138K |
| Bokf, NA | 0.00% | No change | 765 | $133K |
| Caldwell Trust Co | 0.01% | No change | 733 | $127K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 720 | $125K |
| Zions Bancorporation, National Association | 0.01% | No change | 702 | $122K |
| Arlington Trust Co LLC | 0.02% | No change | 688 | $119K |
| Centricity Wealth Management, LLC | 0.09% | Reduce -9.4% | 678 | $117K |
| American National Bank & Trust | 0.01% | No change | 655 | $113K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -5.9% | 650 | $113K |
| Founders Capital Management | 0.07% | Reduce -25.8% | 634 | $110K |
| Headlands Technologies LLC | 0.01% | New | 623 | $108K |
| Goodman Advisory Group, LLC | 0.04% | New | 610 | $106K |
| Townsend Asset Management Corp. /NC/ | 0.04% | No change | 607 | $105K |
| Burkett Financial Services, LLC | 0.04% | No change | 604 | $105K |
| Picton Mahoney Asset Management | 0.00% | Reduce -14.3% | 600 | $104K |
| MTM Investment Management, LLC | 0.03% | No change | 600 | $104K |
| NBT Bank, N.A. | 0.01% | No change | 588 | $102K |
| Truvestments Capital LLC | 0.02% | No change | 580 | $100K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 568 | $98K |
| Hartford Financial Management Inc. | 0.03% | New | 547 | $95K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 545 | $94K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 545 | $94K |
| West Paces Advisors Inc. | 0.02% | Add +36.0% | 544 | $94K |
| CKW Financial Group | 0.01% | No change | 540 | $93K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -6.8% | 531 | $92K |
| Crewe Advisors LLC | 0.01% | New | 522 | $90K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -26.1% | 493 | $89K |
| Newton One Investments LLC | 0.03% | No change | 478 | $83K |
| MeadowBrook Investment Advisors LLC | 0.07% | New | 465 | $81K |
| Creekmur Asset Management LLC | 0.01% | Add +0.2% | 461 | $80K |
| Aventura Private Wealth, LLC | 0.03% | No change | 456 | $79K |
| SYM FINANCIAL Corp | 0.01% | No change | 453 | $79K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -4.8% | 434 | $75K |
| Fortitude Family Office, LLC | 0.02% | Reduce -30.8% | 432 | $75K |
| REAP Financial Group, LLC | 0.02% | Add +11.2% | 417 | $72K |
| Adirondack Trust Co. | 0.03% | No change | 402 | $70K |
| First Community Trust NA | 0.06% | No change | 400 | $69K |
| Biltmore Family Office, LLC | 0.01% | No change | 400 | $69K |
| Cordgrass Capital Advisors, LLC | 0.02% | No change | 394 | $68K |
| Dunhill Financial, LLC | 0.02% | No change | 386 | $67K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 386 | $67K |
| Park Place Capital Corp | 0.01% | Add +128.7% | 375 | $64K |
| Financial Network Wealth Advisors LLC | 0.08% | No change | 361 | $63K |
| Realta Investment Advisors | 0.02% | No change | 352 | $61K |
| Belvedere Trading LLC | 0.00% | New | 343 | $59K |
| First Command Advisory Services, Inc. | 0.00% | New | 339 | $59K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 335 | $58K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 328 | $57K |
| Clarity Asset Management, Inc. | 0.03% | New | 300 | $52K |
| Balentine LLC | 0.00% | No change | 293 | $51K |
| Team Financial Group, LLC | 0.02% | New | 287 | $50K |
| GoalVest Advisory LLC | 0.01% | No change | 270 | $47K |
| SouthState Bank Corp | 0.00% | No change | 260 | $45K |
| Hoey Investments, Inc. | 0.01% | Add +31.6% | 250 | $43K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -33.3% | 246 | $43K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 240 | $42K |
| Accredited Wealth Management, LLC | 0.03% | No change | 237 | $41K |
| SJS Investment Consulting Inc. | 0.01% | New | 235 | $41K |
| Park Square Financial Group, LLC | 0.03% | No change | 234 | $41K |
| Private Wealth Asset Management, LLC | 0.01% | New | 227 | $39K |
| Tsfg, LLC | 0.01% | Add +35.4% | 222 | $38K |
| Centennial Bank | 0.02% | No change | 214 | $37K |
| Nalls Sherbakoff Group, LLC | 0.03% | No change | 200 | $35K |
| Pacifica Partners Inc. | 0.01% | Reduce -28.6% | 200 | $34K |
| Tidemark, LLC | 0.01% | Reduce -35.9% | 193 | $33K |
| Clark Wealth Partners | 0.02% | Reduce -56.4% | 185 | $32K |
| Bogart Wealth, LLC | 0.00% | Add +189.3% | 162 | $28K |
| Harbor Asset Planning, Inc. | 0.03% | — | 156 | $27K |
| Tompkins Financial Corp. | 0.00% | No change | 152 | $26K |
| JDM Financial Group LLC | 0.01% | No change | 151 | $26K |
| City Holding Co. | 0.00% | No change | 150 | $26K |
| Brooklyn Investment Group | 0.00% | Add +62.6% | 148 | $26K |
| Bell Investment Advisors, Inc | 0.00% | New | 143 | $25K |
| Gitterman Wealth Management, LLC | 0.01% | New | 140 | $24K |
| Advisors Preferred, LLC | 0.00% | New | 138 | $24K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -64.0% | 135 | $23K |
| EPG Wealth Management LLC | 0.01% | No change | 126 | $22K |
| Rice Partnership, LLC | 0.00% | New | 107 | $19K |
| Joseph Group Capital Management | 0.01% | No change | 106 | $18K |
| Morse Asset Management, Inc | 0.00% | No change | 100 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 95 | $16K |
| Beacon Capital Management, LLC | 0.00% | No change | 94 | $16K |
| Armor Investment Advisors, LLC | 0.01% | No change | 92 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -36.5% | 87 | $15K |
| Investors Research Corp | 0.00% | Reduce -30.1% | 86 | $15K |
| Thompson Investment Management, Inc. | 0.00% | No change | 82 | $14K |
| Avion Wealth | 0.00% | Reduce -71.7% | 85 | $14K |
| MCF Advisors LLC | 0.00% | Reduce -7.4% | 75 | $13K |
| Bellevue Asset Management, LLC | 0.01% | Reduce -15.8% | 69 | $12K |
| Slocum, Gordon & Co LLP | 0.01% | No change | 68 | $12K |
| Grand Wealth Management, LLC | 0.01% | No change | 67 | $12K |
| Chesapeake Asset Management LLC | 0.01% | No change | 66 | $11K |
| Van Eck Associates Corp. | 0.00% | No change | 64 | $11K |
| Archer Investment Corp | 0.00% | Add +34.8% | 62 | $11K |
| West Branch Capital LLC | 0.00% | No change | 60 | $10K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.4% | 60 | $10K |
| Capital A Wealth Management, LLC | 0.11% | Reduce -94.4% | 80 | $10K |
| Hollencrest Capital Management | 0.00% | No change | 52 | $9K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 52 | $9K |
| Evergreen Private Wealth LLC | 0.00% | Add +15.6% | 52 | $9K |
| Smithfield Trust Co | 0.00% | No change | 47 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -97.3% | 45 | $8K |
| Glassman Wealth Services | 0.00% | No change | 36 | $6K |
| Albion Financial Group | 0.00% | No change | 36 | $6K |
| Providence Capital Advisors, LLC | 0.00% | New | 24 | $4K |
| Roxbury Financial LLC | 0.00% | New | 19 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 19 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 16 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 20 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Add +300.0% | 16 | $3K |
| Eastern Bank | 0.00% | New | 14 | $2K |
| Affinity Wealth LLC | 0.00% | No change | 13 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 10 | $2K |
| Alerus Financial NA | 0.00% | New | 10 | $2K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 9 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 9 | $2K |
| Arcadia Investment Management Corp. | 0.00% | No change | 8 | $1K |
| Costello Asset Management, INC | 0.00% | No change | 7 | $1K |
| Oakworth Capital, Inc. | 0.00% | No change | 7 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 6 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $694 |
| Darwin Wealth Management, LLC | 0.00% | New | 4 | $693 |
| Viewpoint Capital Management LLC | 0.00% | New | 1 | $173 |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.