iShares Ustechnology ETFIYWETF

13F holders, Q1 2026 (March 31)
1,183holders −71
59new positions
128sold out
4famous investors
$181.48avg. 13F price*

At the end of Q1 2026, 1,183 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, down 71 from Q4 2025. 59 opened new positions and 128 sold out. The largest holders were Morgan Stanley ($912.4M), PGIM Custom Harvest LLC ($824.7M) and Bank of America Corp. ($618.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares Ustechnology ETF
CUSIP
464287721
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions59$155.8M
Exits128$265.7M

All 13F filers, Q4 2025 → Q1 2026: 2,013,605 shares bought and 10,530,108 shares sold, net −8,516,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,183 holders

Morgan Stanley 0.06% Reduce -12.9% 5,029,291 $912.4M
PGIM Custom Harvest LLC 12.88% Add +4.4% 4,545,590 $824.7M
Bank of America Corp. 0.05% Reduce -4.3% 3,409,351 $618.5M
LPL Financial LLC 0.15% Reduce -15.4% 3,040,202 $551.6M
UBS Group AG 0.06% Reduce -3.6% 1,757,173 $318.8M
Wells Fargo & Company 0.05% Reduce -2.9% 1,506,132 $273.2M
Raymond James Financial Inc. 0.08% Reduce -0.5% 1,468,783 $266.5M
JPMorgan Chase & Co. 0.02% Reduce -63.8% 1,460,181 $253.4M
Envestnet Asset Management Inc. 0.06% Reduce -34.7% 1,320,707 $239.6M
RiverFront Investment Group, LLC 2.82% Add +9.4% 1,005,018 $182.3M
HSBC Holdings PLC 0.11% Add +10.3% 977,825 $177.4M
Two Sigma Investments, LP 0.14% Reduce -11.4% 920,124 $166.9M
Royal Bank of Canada 0.03% Reduce -6.8% 892,561 $161.9M
Commonwealth Equity Services, LLC 0.17% Reduce -7.1% 669,765 $121.5M
Ameriprise Financial Inc. 0.03% Reduce -17.9% 611,190 $111.2M
Osaic Holdings, Inc. 0.16% Reduce -8.8% 598,842 $108.7M
FIL Ltd 0.08% New 594,181 $107.8M
Cetera Investment Advisers 0.10% Reduce -10.2% 509,382 $92.4M
Kestra Advisory Services, LLC 0.34% Add +11.0% 495,359 $89.9M
Northwestern Mutual Wealth Management Co. 0.04% Add +0.9% 398,344 $72.3M
Portfolio Strategies, Inc. 8.79% Reduce -1.8% 391,292 $71.3M
PNC Financial Services Group, Inc. 0.04% Reduce -1.4% 366,500 $66.5M
Dynasty Wealth Management, LLC 0.56% Reduce -64.2% 352,756 $64.0M
HighTower Advisors, LLC 0.07% Add +3.0% 350,516 $63.6M
Goldman Sachs Group Inc. 0.01% Reduce -43.7% 330,991 $60.0M
Focus Partners Wealth 0.07% Add +3.8% 324,275 $58.8M
United Capital Financial Advisors, LLC 0.36% Add +0.2% 319,444 $58.0M
Pinkerton Wealth, LLC 5.16% Add +39.3% 283,941 $56.7M
Captrust Financial Advisors 0.10% Reduce -1.0% 302,706 $54.9M
Rockefeller Capital Management L.P. 0.09% Add +2.2% 286,960 $52.1M
Jones Financial Companies LLLP 0.02% Add +13.3% 272,075 $47.9M
BlackRock, Inc. 0.00% Reduce -0.6% 252,802 $45.9M
Stifel Financial Corp. 0.04% Reduce -23.1% 246,655 $44.7M
Atlas Legacy Advisors, LLC 7.91% Reduce -0.1% 238,125 $43.3M
Sanctuary Advisors, LLC 0.23% Add +10.6% 231,479 $42.0M
MML Investors Services, LLC 0.11% Reduce -37.2% 219,713 $39.9M
Parker Investment Management, LLC 5.64% Reduce -18.3% 204,533 $37.1M
NewEdge Advisors, LLC 0.12% Reduce -0.1% 182,775 $33.2M
Howard Capital Management Group, LLC 2.17% Reduce -0.6% 180,258 $32.7M
OneDigital Investment Advisors LLC 0.31% Reduce -21.0% 176,788 $32.1M
Private Advisor Group, LLC 0.15% Reduce -2.8% 176,456 $32.0M
First Merchants Corp. 1.14% Reduce -2.5% 165,820 $30.1M
Creative Planning 0.02% Reduce -4.6% 152,552 $27.7M
Stratos Wealth Partners, LTD. 0.31% Add +2.3% 150,850 $27.4M
Assetmark, Inc. 0.06% Add +19.9% 149,687 $27.2M
Commerce Bank 0.13% Reduce -0.7% 146,065 $26.5M
Equitable Holdings, Inc. 0.17% Reduce -9.7% 137,277 $26.3M
Compound Planning, Inc. 0.78% Add +3.9% 138,883 $25.2M
Mariner, LLC 0.03% Reduce -4.9% 135,395 $24.5M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -33.2% 134,649 $24.4M
Perigon Wealth Management, LLC 0.39% Reduce -0.8% 117,791 $21.4M
Integrated Wealth Concepts LLC 0.16% Add +7.4% 107,391 $19.5M
Patton Albertson Miller Group, LLC 2.29% Reduce -4.2% 106,508 $19.3M
Capital Investment Advisors, LLC 0.28% Reduce -0.8% 106,084 $19.2M
Macro Advisors, Inc. 7.84% — 104,636 $19.0M
Sagespring Wealth Partners, LLC 0.34% Reduce -85.2% 103,774 $18.8M
Stillwater Capital Advisors, LLC 2.09% Reduce -5.9% 100,837 $18.3M
Perennial Investment Advisors, LLC 1.44% Reduce -1.0% 99,543 $18.1M
Advisory Services Network, LLC 0.23% Reduce -12.9% 96,159 $17.4M
Tritonpoint Wealth, LLC 1.85% Reduce -1.6% 95,326 $17.3M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -23.3% 92,017 $17.1M
Bank of Montreal 0.01% Reduce -11.9% 91,448 $16.6M
Corient Private Wealth LP 0.02% Reduce -2.5% 91,378 $16.4M
First Citizens Financial Corp 7.71% Reduce -0.3% 90,017 $16.3M
HC Advisors, LLC 10.81% Add +7.3% 89,028 $16.2M
RVW Wealth, LLC 1.25% Add +4.3% 88,766 $16.1M
FMR LLC 0.00% Add +4.7% 86,127 $15.6M
Mendel Capital Management LLC 7.86% — 86,108 $15.6M
Cerity Partners LLC 0.02% Add +8.0% 85,863 $15.6M
Merit Financial Group, LLC 0.11% Reduce -12.4% 84,632 $15.4M
Migdal Insurance & Financial Holdings Ltd. 0.13% Add +0.6% 80,351 $14.6M
Truist Financial Corp. 0.02% Reduce -7.2% 78,983 $14.3M
WCG Wealth Advisors LLC 0.39% Reduce -13.5% 76,703 $13.9M
&partners 0.07% Reduce -15.2% 76,970 $13.9M
Atria Investments, Inc 0.15% Add +28.8% 76,288 $13.8M
Schroder Investment Management Group 0.01% Reduce -23.6% 78,173 $13.6M
Atlantic Union Bankshares Corp 0.25% Add +14.0% 73,036 $13.3M
National Bank of Canada 0.01% Reduce -0.1% 70,702 $12.8M
Pettinga Financial Advisors LLC 2.41% Add +2.3% 70,685 $12.8M
Cwm, LLC 0.03% Reduce -45.4% 69,802 $12.7M
Citadel Advisors 0.01% Add +641.7% 69,158 $12.5M
Hemming& Wealth Management, Inc. 8.73% Add +59.5% 68,947 $12.5M
Marshall Wace, LLP 0.01% New 68,023 $12.3M
Farther Finance Advisors, LLC 0.12% Add +10.6% 66,391 $12.2M
Fifth Third Securities, Inc. 0.77% Add +20.6% 65,334 $11.9M
Cottonwood Capital Advisors, LLC 8.17% Add +39.7% 63,874 $11.6M
Thrivent Financial for Lutherans 0.02% Reduce -9.0% 63,123 $11.5M
Johnson Investment Counsel Inc. 0.09% Reduce -14.9% 62,759 $11.4M
CIBC Bancorp USA Inc. 0.02% — 62,596 $11.4M
Signature Wealth Management Partners, LLC 5.64% Add +0.8% 62,031 $11.3M
Finley Financial, LLC 5.23% Add +1.0% 61,617 $11.2M
M&T Bank Corp 0.04% Reduce -5.2% 60,347 $10.9M
Prospera Financial Services Inc 0.17% Reduce -10.6% 59,146 $10.7M
Citigroup Inc. 0.01% Add +0.8% 59,033 $10.7M
Rollins Financial Advisors, LLC 1.69% Reduce -5.6% 58,861 $10.7M
Principal Financial Group Inc. 0.01% No change 57,381 $10.4M
Lido Advisors, LLC 0.04% Reduce -7.2% 56,922 $10.3M
Steward Partners Investment Advisory, LLC 0.05% Reduce -21.9% 56,719 $10.3M
Pathstone Holdings, LLC 0.04% Reduce -0.8% 55,763 $10.1M
OpenArc Corporate Advisory, LLC 0.14% Reduce -65.4% 55,448 $10.1M
Perkins Coie Trust Co 1.93% Add +1.6% 55,419 $10.1M
MAI Capital Management 0.06% Reduce -1.1% 55,418 $10.1M
Stonebridge Financial Planning Group, LLC 3.66% Reduce -6.2% 54,905 $10.0M
Jackson Wealth Management, LLC 1.01% Add +0.3% 54,089 $9.8M
Kickstand Ventures, Llc. 2.06% Add +1.0% 53,965 $9.8M
Quantinno Capital Management LP 0.02% Add +91.2% 52,482 $9.5M
High Point Wealth Management, LLC 9.33% Reduce -0.9% 52,116 $9.5M
Bartlett & Co. Wealth Management LLC 0.12% Reduce -0.8% 41,966 $9.3M
Lifelong Wealth Advisors, Inc. 2.47% Reduce -1.7% 51,018 $9.3M
Cadent Capital Advisors, LLC 2.39% Reduce -5.3% 49,732 $9.0M
Mechanics Bank Trust Department 1.24% Reduce -0.5% 49,448 $9.0M
Prime Capital Investment Advisors, LLC 0.10% Add +4.3% 48,992 $8.9M
Financial Life Advisors 2.75% Reduce -11.0% 48,634 $8.8M
IHT Wealth Management, LLC 0.20% Reduce -7.8% 48,578 $8.8M
J.Safra Asset Management Corp 0.47% No change 47,904 $8.7M
Essex LLC 1.53% Add +0.7% 47,849 $8.7M
Bank of New York Mellon Corp 0.00% Add +15.8% 47,504 $8.6M
Mercer Global Advisors Inc. 0.01% Reduce -9.7% 46,978 $8.5M
Bleakley Financial Group, LLC 0.13% Reduce -3.0% 46,666 $8.5M
Spire Wealth Management 0.28% Reduce -2.5% 46,022 $8.3M
Certuity, LLC 0.55% Reduce -0.7% 46,016 $8.3M
Kingswood Wealth Advisors, LLC 0.38% Reduce -4.0% 44,706 $8.1M
Dynamic Advisor Solutions LLC 0.25% Add +1.3% 43,468 $7.9M
Federation des caisses Desjardins du Quebec 0.03% Reduce -1.8% 43,408 $7.9M
MA Private Wealth 1.33% Reduce -1.1% 43,204 $7.8M
BBR Partners, LLC 0.44% Add +4.9% 43,189 $7.8M
Pittenger & Anderson Inc. 0.31% No change 43,015 $7.8M
Tableaux LLC 3.67% Add +37.5% 41,784 $7.6M
One Wealth Advisors, LLC 0.93% Reduce -8.3% 41,105 $7.5M
BNP Paribas Financial Markets 0.00% Add +8.8% 40,440 $7.3M
Prostatis Group LLC 1.87% Reduce -25.1% 40,263 $7.3M
Strategic Blueprint, LLC 0.41% Reduce -3.0% 39,078 $7.1M
Keebeck Wealth Management 0.80% Reduce -7.8% 39,071 $7.1M
Scotia Capital Inc. 0.03% Reduce -2.8% 38,939 $7.1M
Simmons Bank 0.47% Reduce -3.3% 38,605 $7.0M
Baird Financial Group, Inc. 0.01% Reduce -8.1% 38,489 $7.0M
CFS Investment Advisory Services, LLC 0.48% Reduce -4.0% 33,097 $7.0M
Ashton Thomas Private Wealth, LLC 0.16% Reduce -4.6% 37,755 $6.8M
Principal Securities, Inc. 0.10% Reduce -4.5% 37,191 $6.7M
Cary Street Partners Financial LLC 0.17% Reduce -5.1% 36,797 $6.7M
Valor Advisors LLC 5.45% No change 32,477 $6.5M
Crown Wealth Group, LLC 1.90% Reduce -18.6% 35,716 $6.5M
Northern Trust Corp. 0.00% Reduce -5.5% 35,589 $6.5M
IFP Advisors, Inc 0.13% Reduce -1.9% 35,385 $6.4M
Empirical Asset Management, LLC 1.70% Reduce -0.8% 35,364 $6.4M
U.S. Capital Wealth Advisors, LLC 0.16% Add +16.3% 35,147 $6.4M
Harbour Investments, Inc. 0.10% Add +15.4% 34,629 $6.3M
Fifth Third Bancorp 0.01% Add +1022.1% 34,045 $6.2M
Kingsman Wealth Management, Inc. 3.43% Reduce -5.7% 33,665 $6.1M
Gerald Baker Financial Group LLC 1.93% — 33,630 $6.1M
Schmidt P J Investment Management Inc. 1.03% Reduce -0.4% 33,616 $6.1M
Sigma Planning Corp 0.17% Reduce -1.5% 33,024 $6.0M
Staley Capital Advisers Inc. 0.25% Reduce -0.5% 32,810 $6.0M
EP Wealth Advisors, LLC 0.03% Reduce -3.2% 32,693 $5.9M
Ieq Capital, LLC 0.03% No change 32,570 $5.9M
Swmg, LLC 1.67% Add +9.0% 32,260 $5.9M
Fortitude Family Office, LLC 1.31% Reduce -0.3% 32,215 $5.8M
Integrity Alliance, Llc. 0.22% Add +1.1% 32,102 $5.8M
Daybright Advisory Services, Inc. 1.61% Reduce -0.5% 31,984 $5.8M
WealthBridge Capital Management, LLC 1.31% Reduce -1.6% 31,350 $5.7M
First Heartland Consultants, Inc. 0.43% Reduce -3.0% 31,260 $5.7M
Centerline Wealth Advisors, LLC 2.04% Reduce -16.9% 31,235 $5.7M
Independent Advisor Alliance 0.06% Add +1632.2% 30,798 $5.6M
Pettyjohn, Wood & White, Inc. 0.87% Reduce -2.0% 30,220 $5.5M
Laurel Wealth Advisors LLC 0.53% Add +1.1% 22,616 $5.4M
Ssi Investment Management LLC 0.44% Reduce -46.5% 29,619 $5.4M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -64.4% 29,462 $5.3M
Blair William & Co. 0.02% Reduce -3.0% 29,377 $5.3M
S&A Financial Services, Inc. 3.62% — 29,058 $5.3M
Runnymede Capital Advisors, Inc. 4.51% New 28,950 $5.3M
Liberty Wealth Management LLC 0.66% Reduce -34.5% 28,877 $5.2M
Jaffetilchin Investment Partners, LLC 0.31% Reduce -0.5% 28,755 $5.2M
Ethos Financial Group, LLC 0.38% No change 26,094 $5.2M
Quotient Wealth Partners, LLC 0.13% Reduce -21.0% 27,976 $5.1M
US Bancorp \de 0.01% Reduce -23.6% 27,484 $5.0M
Carnegie Investment Counsel 0.10% Reduce -4.2% 27,433 $5.0M
Valmark Advisers, Inc. 0.06% Add +10.3% 27,378 $5.0M
Montecito Bank & Trust 0.82% Reduce -0.1% 27,351 $5.0M
Security Financial Services, INC. 0.78% Reduce -3.3% 27,098 $4.9M
Koshinski Asset Management, Inc. 0.31% Add +6.7% 27,044 $4.9M
Brown Advisory Inc. 0.01% Add +9.6% 26,928 $4.9M
Stephens Inc. 0.06% Add +2.9% 26,696 $4.8M
1832 Asset Management L.P. 0.01% Reduce -12.9% 26,658 $4.8M
Financial Freedom, LLC 2.38% Reduce -2.3% 26,330 $4.8M
Eagle Strategies LLC 0.57% Add +94.3% 26,233 $4.8M
Avid Wealth Partners LLC 2.25% Reduce -5.1% 26,233 $4.8M
Gallagher Capital Advisors, LLC 3.19% Reduce -1.9% 26,076 $4.7M
Natixis Advisors, LLC 0.01% Add +11.8% 25,984 $4.7M
Avidian Wealth Enterprises, LLC 0.15% Reduce -0.5% 25,957 $4.7M
First National Bank of Omaha 0.14% Reduce -0.1% 26,787 $4.7M
Ciovacco Capital Management LLC 2.72% Reduce -38.2% 25,680 $4.7M
CoreCap Advisors, LLC 0.15% Reduce -41.5% 24,982 $4.5M
CPR Investments Inc. 3.02% Reduce -56.6% 24,959 $4.5M
Parallel Advisors, LLC 0.08% Reduce -1.1% 24,926 $4.5M
Fort Washington Investment Advisors Inc. 0.02% Add +38.7% 24,759 $4.5M
Citizens Financial Group Inc. 0.06% Add +21.1% 24,649 $4.5M
Ferguson Wellman Capital Management, Inc. 0.06% Reduce -4.3% 24,623 $4.5M
Cresset Asset Management, LLC 0.02% Add +9.7% 24,605 $4.5M
Focus Financial Network, Inc. 0.16% Reduce -43.0% 24,462 $4.4M
Weinberger Asset Management, Inc 1.66% Add +0.0% 24,415 $4.4M
Elevated Financial Group LLC 1.47% Reduce -39.3% 24,366 $4.4M
Gilliland Jeter Wealth Management LLC 1.30% Add +0.7% 24,200 $4.4M
WBH Advisory Inc. 0.33% Reduce -0.7% 23,717 $4.4M
Ameritas Advisory Services, LLC 0.17% Reduce -1.8% 23,893 $4.3M
Rathbones Group PLC 0.02% Reduce -5.6% 23,746 $4.3M
Arax Advisory Partners 0.12% Add +290.3% 23,732 $4.3M
Cornerstone Wealth Management, LLC 0.21% Add +0.9% 23,186 $4.2M
O'shaughnessy Asset Management, LLC 0.02% Add +7.0% 23,144 $4.2M
Geneos Wealth Management Inc. 0.10% Add +2.6% 22,983 $4.2M
Keybank National Association 0.02% Reduce -3.1% 22,749 $4.1M
CreativeOne Wealth, LLC 0.10% Add +14.4% 22,745 $4.1M
DT Investment Partners, LLC 0.34% No change 22,678 $4.1M
Forthright Family Wealth Advisory LLC 2.74% Add +15.2% 30,268 $4.1M
Independent Financial Group, LLC 0.09% Reduce -44.6% 22,475 $4.1M
Creative Financial Designs Inc. 0.25% Reduce -24.8% 22,352 $4.1M
Sovran Advisors, LLC 0.31% Add +1.7% 18,190 $4.0M
Sunbelt Securities, Inc. 0.25% Reduce -1.2% 21,691 $3.9M
Elwood & Goetz Wealth Advisory Group, LLC 0.67% Add +27.7% 21,667 $3.9M
Horst & Graben Wealth Management LLC 0.54% Reduce -2.6% 17,954 $3.9M
D.A. Davidson & Co. 0.02% Add +99.0% 21,454 $3.9M
Patriot Financial Group Insurance Agency, LLC 0.22% Add +102.0% 21,354 $3.9M
Kestra Private Wealth Services, LLC 0.05% Reduce -2.2% 21,060 $3.8M
Allstate Corp. 0.04% Reduce -25.4% 20,956 $3.8M
Arkadios Wealth Advisors 0.06% Reduce -21.2% 20,954 $3.8M
Ascent Group, LLC 0.13% Reduce -3.1% 20,941 $3.8M
Mgo One Seven LLC 0.08% Reduce -4.0% 20,920 $3.8M
VestGen Advisors, LLC 0.10% Add +6.0% 15,608 $3.7M
Susquehanna International Group, LLP 0.00% Add +38.1% 20,321 $3.7M
Apollon Wealth Management, LLC 0.06% Reduce -5.7% 20,290 $3.7M
Cibc World Market Inc. 0.01% Reduce -11.6% 20,251 $3.7M
Mutual Advisors, LLC 0.08% Reduce -13.2% 20,123 $3.7M
Counterweight Ventures, LLC 2.04% Reduce -23.9% 20,074 $3.6M
Clifford Swan Investment Counsel LLC 0.12% No change 20,033 $3.6M
Money Concepts Capital Corp. 0.20% Add +56.3% 19,855 $3.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.20% Reduce -38.0% 19,793 $3.6M
Acropolis Investment Management, LLC 0.16% Reduce -2.8% 19,777 $3.6M
Midwest Trust Co 0.04% Add +0.1% 19,377 $3.5M
Meridian Wealth Management, LLC 0.12% Reduce -9.8% 19,311 $3.5M
Peapack Gladstone Financial Corp. 0.04% Reduce -1.3% 19,194 $3.5M
Shepherd Financial Partners LLC 0.33% Reduce -47.6% 18,957 $3.4M
Icon Wealth Advisors, LLC 0.22% Reduce -51.2% 15,908 $3.4M
Mosley Wealth Management 1.54% Add +0.6% 17,399 $3.4M
Pinnacle Associates Ltd. 0.04% Reduce -0.7% 18,708 $3.4M
Cypress Wealth Services, LLC 0.47% Reduce -7.0% 18,460 $3.3M
Lakeshore Financial Planning, Inc. 1.21% Reduce -1.8% 18,415 $3.3M
Connecticut Wealth Management, LLC 0.14% Add +0.8% 18,387 $3.3M
Snowden Capital Advisors LLC 0.09% Add +4.7% 18,359 $3.3M
Foundations Investment Advisors, LLC 0.04% Reduce -18.3% 18,322 $3.3M
TSA Wealth Managment LLC 1.06% Reduce -7.7% 18,143 $3.3M
Joel Isaacson & Co., LLC 0.11% Add +0.0% 18,139 $3.3M
Quest 10 Wealth Builders, Inc. 2.88% Add +1.4% 18,107 $3.3M
Concurrent Investment Advisors, LLC 0.04% Reduce -88.2% 18,081 $3.3M
Inscription Capital, LLC 0.34% Add +3.2% 18,067 $3.3M
AQR Capital Management 0.00% Reduce -1.6% 18,044 $3.3M
Caprock Group, LLC 0.08% Reduce -1.7% 17,820 $3.2M
Tennessee Valley Asset Management Partners 0.42% Reduce -0.4% 17,634 $3.2M
Central Pacific Bank - Trust Division 0.43% Reduce -58.3% 17,630 $3.2M
Cahill Financial Advisors Inc. 0.34% Reduce -74.7% 17,528 $3.2M
Amundi 0.00% Reduce -7.1% 17,327 $3.1M
Parsons Capital Management Inc. 0.14% Add +0.1% 17,279 $3.1M
Western Wealth Management, LLC 0.12% Add +25.9% 17,175 $3.1M
RFG Advisory, LLC 0.06% Reduce -0.6% 17,168 $3.1M
HB Wealth Management, LLC 0.02% No change 17,101 $3.1M
Matthew Goff Investment Advisor, LLC 0.51% Reduce -1.2% 16,903 $3.1M
Ayalon Insurance Comp Ltd. 0.62% Add +3.5% 16,800 $3.0M
Haverford Trust Co 0.03% No change 16,784 $3.0M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -18.3% 16,533 $3.0M
Forte Asset Management LLC 1.31% Reduce -22.4% 16,409 $3.0M
Terra Nova Asset Management LLC 2.17% Reduce -1.8% 16,184 $2.9M
Client 1ST Advisory Group, LLC 0.89% Add +8.7% 16,067 $2.9M
Beacon Pointe Advisors, LLC 0.02% Add +17.0% 16,035 $2.9M
Tyche Wealth Partners LLC 0.45% Add +1.9% 15,999 $2.9M
Lakeridge Wealth Management LLC 1.25% Add +0.5% 15,978 $2.9M
Wealth Alliance, LLC 0.29% Reduce -19.4% 15,969 $2.9M
Gotham Asset Management 0.01% Add +3.1% 15,921 $2.9M
First Manhattan Co. Llc. 0.01% No change 15,916 $2.9M
Mullooly Asset Management, Inc. 1.06% Reduce -0.8% 15,861 $2.9M
Focus Partners Advisor Solutions, LLC 0.03% Add +59.3% 15,753 $2.9M
Choreo, LLC 0.04% Reduce -2.5% 15,746 $2.9M
Adams Wealth Management 0.62% Add +8.8% 15,612 $2.8M
CacheTech Inc. 0.55% Add +8.8% 15,612 $2.8M
Sanchez Gaunt Capital Management, LLC 1.77% — 15,597 $2.8M
Commonwealth Financial Services, LLC 0.45% Reduce -54.1% 15,566 $2.8M
Wallace Hart LLC 3.86% Add +68.5% 15,460 $2.8M
Promethium Advisors,llc 1.44% Reduce -2.4% 15,285 $2.8M
Integrity Advisory Solutions, LLC 0.37% Reduce -0.5% 15,274 $2.8M
Regal Investment Advisors LLC 0.16% Reduce -1.2% 15,259 $2.8M
Stock Yards Bank & Trust Co. 0.09% Add +23.4% 15,080 $2.7M
Glenview Trust Co 0.04% Reduce -12.0% 15,060 $2.7M
Leeward Financial Partners, LLC 0.81% No change 15,002 $2.7M
MMBG Investment Advisors Co. 0.25% Reduce -1.4% 14,991 $2.7M
KKM Financial LLC 0.48% No change 13,505 $2.7M
Second Half Financial Partners, LLC 1.21% No change 14,855 $2.7M
W Advisors, LLC 1.38% Reduce -0.6% 14,841 $2.7M
Waverly Advisors, LLC 0.02% Reduce -3.6% 14,754 $2.7M
Nova Wealth Management, Inc. 1.73% Add +32.5% 14,674 $2.7M
NorthRock Partners, LLC 0.04% Reduce -39.2% 14,651 $2.7M
First United Bank & Trust 0.86% Reduce -8.0% 14,544 $2.6M
Flagstar Securities, Inc. 0.95% Reduce -13.2% 14,501 $2.6M
Trustmark Bank Trust Department 0.17% Reduce -6.8% 14,430 $2.6M
Condor Capital Management 0.22% Reduce -8.2% 14,419 $2.6M
Ewa, LLC 0.59% Add +24.7% 14,233 $2.6M
LongView Wealth Management 0.64% Reduce -2.3% 12,687 $2.6M
Tempus Wealth Planning, LLC 0.58% Reduce -2.2% 13,837 $2.5M
AE Wealth Management LLC 0.01% Reduce -69.2% 13,798 $2.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +216.7% 13,794 $2.5M
May Hill Capital, LLC 0.62% Add +43.0% 13,718 $2.5M
Lakeshore Capital Group, Inc. 2.03% Reduce -1.4% 13,692 $2.5M
Wealthspire Advisors, LLC 0.02% Reduce -14.0% 13,581 $2.5M
Duncker Streett & Co. Inc. 0.47% Reduce -8.7% 13,555 $2.5M
Conservest Capital Advisors, Inc. 0.22% Reduce -0.1% 13,485 $2.4M
Roof Eidam Maycock Peralta, LLC 0.56% No change 13,408 $2.4M
Waddell & Associates, LLC 0.14% Add +1.7% 13,316 $2.4M
PFG Investments, LLC 0.11% Reduce -13.0% 13,287 $2.4M
Mayflower Financial Advisors, LLC 0.29% Add +0.5% 13,140 $2.4M
Evolve Private Wealth, LLC 0.13% Add +1.6% 13,103 $2.4M
Quantbot Technologies LP 0.10% Add +390.3% 13,013 $2.4M
Financial Perspectives, Inc 0.65% Add +1.0% 12,924 $2.3M
Savant Capital, LLC 0.01% Reduce -3.8% 12,825 $2.3M
World Investment Advisors 0.04% Reduce -10.2% 12,689 $2.3M
Allworth Financial LP 0.01% Add +1.5% 12,502 $2.3M
Eq LLC 0.64% Add +12.3% 12,471 $2.3M
LRI Investments, LLC 0.20% No change 12,465 $2.3M
Apella Capital, LLC 0.03% Add +1.0% 10,758 $2.3M
Montis Financial, LLC 0.46% Reduce -3.8% 12,388 $2.2M
Ballew Advisors, Inc 1.26% Reduce -2.2% 11,536 $2.2M
Centaurus Financial, Inc. 0.10% Reduce -12.3% 12,149 $2.2M
Keystone Wealth Services, LLC 0.46% Reduce -5.5% 11,951 $2.2M
ONE Advisory Partners, LLC 0.66% Reduce -10.4% 11,854 $2.2M
Silver Oak Securities, Incorporated 0.16% Reduce -11.0% 11,796 $2.1M
Nwam LLC 0.12% Reduce -22.5% 11,769 $2.1M
Concorde Asset Management, LLC 1.05% Reduce -8.9% 11,759 $2.1M
Bragg Financial Advisors, Inc 0.07% Reduce -0.1% 11,679 $2.1M
Avior Wealth Management, LLC 0.06% Add +43.3% 11,658 $2.1M
Benjamin Edwards Inc. 0.02% Reduce -19.0% 11,593 $2.1M
Principle Wealth Partners LLC 0.12% No change 11,548 $2.1M
Sowell Financial Services LLC 0.08% Reduce -40.0% 11,515 $2.1M
Kovack Advisors, Inc. 0.11% Add +7.1% 11,380 $2.1M
Castle Rock Wealth Management, LLC 0.45% Add +2.3% 11,246 $2.1M
Advus Financial Partners, LLC 0.52% Reduce -1.7% 11,408 $2.1M
Outlook Wealth Advisors, LLC 0.50% Reduce -0.8% 11,399 $2.1M
Steelhead Wealth Management LLC 1.04% — 11,348 $2.1M
Earned Wealth Advisors, LLC 0.14% New 11,301 $2.1M
Market Street Wealth Management Advisors LLC 0.32% Reduce -0.8% 11,239 $2.0M
AdvisorNet Financial, Inc 0.11% Add +3.3% 11,228 $2.0M
Dale Q Rice Investment Management Ltd 1.54% Reduce -0.0% 11,195 $2.0M
Legacy Private Trust Co. 0.13% Reduce -1.8% 11,158 $2.0M
SeaCrest Wealth Management, LLC 0.22% Add +1.9% 11,105 $2.0M
Diversify Wealth Management, LLC 0.04% Add +46.1% 9,306 $2.0M
Cpwa, LLC 2.40% — 8,365 $2.0M
Ibex Wealth Advisors 0.19% Reduce -3.3% 11,035 $2.0M
S. R. Schill & Associates 1.34% New 10,956 $2.0M
Redwood Financial Network Corp 1.30% Add +6.3% 10,954 $2.0M
Belvedere Trading LLC 0.26% New 10,878 $2.0M
Canvas Wealth Advisors, LLC 0.33% No change 10,702 $1.9M
Apollon Financial, LLC 0.27% Reduce -2.3% 10,694 $1.9M
Allen Investment Management, LLC 0.02% No change 10,606 $1.9M
Sonata Capital Group Inc. 0.70% No change 10,480 $1.9M
Global Financial Private Client, LLC 0.62% No change 10,464 $1.9M
WealthCare Investment Partners, LLC 0.52% Reduce -6.3% 10,175 $1.9M
NCM Capital Management, LLC 0.68% Reduce -0.5% 10,422 $1.9M
Coastal Bridge Advisors, LLC 0.13% Reduce -0.7% 10,410 $1.9M
Patten & Patten Inc. 0.11% No change 10,273 $1.9M
Wesbanco Bank Inc. 0.05% No change 10,216 $1.9M
Oppenheimer & Co. Inc. 0.02% Add +1.1% 10,105 $1.8M
Beacon Financial Group 0.18% Reduce -14.4% 10,079 $1.8M
Wealthspire Retirement, LLC 0.11% Reduce -0.7% 10,063 $1.8M
Brookstone Capital Management 0.02% Reduce -34.1% 10,044 $1.8M
West Wealth Group, LLC 0.36% Reduce -8.5% 9,962 $1.8M
BridgePort Financial Solutions, LLC 0.51% Reduce -18.2% 9,941 $1.8M
Csenge Advisory Group 0.08% Reduce -0.3% 9,869 $1.8M
Visionary Wealth Advisors 0.08% Reduce -1.2% 9,869 $1.8M
Magnus Financial Group LLC 0.15% Reduce -8.3% 9,820 $1.8M
Northside Capital Management, LLC 0.16% No change 9,800 $1.8M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -9.6% 10,139 $1.8M
Maia Wealth LLC 0.30% Reduce -4.5% 9,629 $1.7M
Maltin Wealth Management, Inc. 0.66% Reduce -3.0% 9,535 $1.7M
Boston Family Office LLC 0.11% No change 9,500 $1.7M
AlphaCore Capital LLC 0.04% Reduce -6.3% 9,468 $1.7M
Westbourne Investments, Inc. 0.81% Reduce -1.0% 9,388 $1.7M
Aptus Capital Advisors, LLC 0.01% Reduce -3.0% 9,376 $1.7M
International Assets Investment Management, LLC 0.12% Reduce -2.0% 9,170 $1.7M
Carret Asset Management, LLC 0.17% Reduce -0.2% 9,312 $1.7M
Beacon Bridge Wealth Partners, LLC 0.56% Reduce -0.3% 9,301 $1.7M
Kelly Financial Services LLC 0.41% Reduce -4.4% 9,280 $1.7M
Lake Street Private Wealth, LLC 0.22% Reduce -1.8% 9,275 $1.7M
Moneta Group Investment Advisors LLC 0.01% Add +7.3% 9,262 $1.7M
Aviance Capital Partners, LLC 0.20% Reduce -1.4% 9,217 $1.7M
Journey Strategic Wealth LLC 0.04% Add +10.8% 9,216 $1.7M
Meridian Management Co. 0.42% No change 9,200 $1.7M
Rwa Wealth Partners, LLC 0.02% No change 9,146 $1.7M
AdvisorShares Investments LLC 0.30% Reduce -71.4% 9,132 $1.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 9,044 $1.6M
First National Trust Co 0.06% Reduce -0.7% 9,039 $1.6M
Montz Harcus Wealth Management LLC 0.66% Reduce -13.8% 9,011 $1.6M
Advisory Alpha, LLC 0.04% Reduce -4.2% 9,010 $1.6M
Blue Trust, Inc. 0.02% Reduce -2.2% 8,979 $1.6M
Catalina Capital Group, LLC 0.98% Add +0.7% 8,824 $1.6M
Investment Advisory Group, LLC 0.40% Add +2.3% 8,738 $1.6M
HCR Wealth Advisors 0.16% Reduce -6.1% 8,654 $1.6M
Fifth Third Wealth Advisors LLC 0.05% No change 8,584 $1.6M
Samara Investment Management, LLC 1.61% — 8,566 $1.6M
Chesley Taft & Associates LLC 0.06% Reduce -0.6% 8,551 $1.6M
Debussy Capital Management LP 0.21% Reduce -0.0% 8,527 $1.5M
Balance Wealth Partners LLC 0.48% Reduce -0.1% 8,470 $1.5M
Cyndeo Wealth Partners, LLC 0.08% Reduce -30.4% 8,398 $1.5M
Franklin Resources Inc. 0.00% No change 8,334 $1.5M
Lewis Asset Management, LLC 0.62% Reduce -1.9% 8,312 $1.5M
Freestone Capital Holdings, LLC 0.05% Add +0.0% 8,260 $1.5M
CX Institutional 0.05% Reduce -6.4% 8,250 $1.5M
Sax Wealth Advisors, LLC 0.07% No change 7,454 $1.5M
Intrepid Financial Planning Group LLC 0.60% Reduce -1.0% 8,192 $1.5M
DAVENPORT & Co LLC 0.01% Reduce -5.8% 8,180 $1.5M
Rossby Financial, LCC 0.31% Add +11.1% 7,970 $1.5M
Aprio Wealth Management, LLC 0.08% Add +14.7% 8,093 $1.5M
Vise Technologies, Inc. 0.03% No change 7,352 $1.5M
Meridian Wealth Advisors, LLC 0.19% No change 8,076 $1.5M
NewEdge Wealth, LLC 0.02% Add +167.3% 8,007 $1.5M
Davis Wealth Advisors, LLC 1.21% Reduce -0.3% 8,002 $1.5M
Bawa N Mallick Trust 0.59% No change 8,000 $1.5M
Charter Oak Capital Management, LLC 0.11% Add +0.1% 7,997 $1.5M
Modern Wealth Management, LLC 0.02% Reduce -12.2% 7,844 $1.4M
Asempa Wealth Advisors 1.26% Reduce -0.7% 7,842 $1.4M
Sharkey, Howes & Javer 0.19% Reduce -8.2% 7,957 $1.4M
Compass Financial Group, Inc. (Ohio) 1.05% Reduce -2.8% 7,939 $1.4M
QRG Capital Management, Inc. 0.01% Reduce -5.5% 7,936 $1.4M
Private Trust Co. NA 0.13% Reduce -4.2% 7,841 $1.4M
Pinnacle Financial Partners, Inc. 0.01% Add +1.7% 7,747 $1.4M
Apeiron RIA LLC 0.32% Reduce -16.6% 7,683 $1.4M
Curi Capital, LLC 0.02% Add +4.8% 7,657 $1.4M
Interchange Capital Partners, LLC 0.44% Add +127.7% 9,840 $1.4M
Moors & Cabot, Inc. 0.06% Add +3.7% 7,612 $1.4M
Unique Wealth, LLC 0.19% Reduce -73.4% 7,596 $1.4M
Summit Wealth Group LLC / Co. 0.14% New 7,573 $1.4M
Kiley Juergens Wealth Management, LLC 0.24% New 7,533 $1.4M
Pallas Capital Advisors LLC 0.05% Reduce -5.5% 7,381 $1.3M
Aurora Private Wealth, Inc. 0.95% Reduce -0.1% 6,761 $1.3M
Greenspring Advisors, LLC 0.08% Add +6.8% 7,358 $1.3M
Keeler & Nadler Financial Planning & Wealth Management 0.45% Reduce -18.1% 7,320 $1.3M
Elevation Point Wealth Partners, LLC 0.03% New 7,316 $1.3M
Saxon Interests, Inc. 0.45% Add +0.6% 7,201 $1.3M
Kaydan Wealth Management, Inc. 0.44% No change 7,185 $1.3M
Invesco Ltd. 0.00% Add +1.1% 7,167 $1.3M
TD Waterhouse Canada Inc. 0.00% Reduce -41.2% 6,945 $1.3M
Clear Creek Financial Management, LLC 0.10% Reduce -38.3% 6,995 $1.3M
M3 Advisory Group, LLC 0.78% Add +0.1% 6,977 $1.3M
First Citizens Bank & Trust Co. 0.03% Reduce -10.5% 6,954 $1.3M
Victory Financial Group, LLC 0.15% Add +13.9% 6,948 $1.3M
Adell Harriman & Carpenter Inc. 0.08% Reduce -7.3% 6,925 $1.3M
Americana Partners, LLC 0.03% Add +226.5% 6,892 $1.3M
Lanark Financial, Inc. 0.09% Reduce -0.6% 6,882 $1.2M
Westside Investment Management, Inc. 0.19% Reduce -0.2% 6,837 $1.2M
Stanich Group LLC 0.95% Add +0.1% 6,852 $1.2M
Accredited Investors Inc. 0.07% Add +181.1% 6,814 $1.2M
Glenmede Trust Co. NA 0.01% Reduce -5.2% 6,796 $1.2M
CWA Asset Management Group, LLC 0.04% Reduce -2.3% 6,795 $1.2M
American Institute for Advanced Investment Management, LLP 0.80% Reduce -5.4% 6,780 $1.2M
Empowered Funds, LLC 0.01% New 6,769 $1.2M
Wealthcare Advisory Partners LLC 0.02% Reduce -3.1% 6,748 $1.2M
Nikulski Financial, Inc. 0.30% Add +0.0% 6,735 $1.2M
MLG Wealth Management DBA Pine Grove Financial Group 0.14% Reduce -23.8% 6,714 $1.2M
First Western Trust Bank 0.06% No change 6,700 $1.2M
Olde Wealth Management, LLC 0.38% No change 6,667 $1.2M
Ridgeline Wealth, LLC 0.86% Reduce -29.0% 6,629 $1.2M
Harmony Asset Management LLC 0.36% Add +4.4% 6,583 $1.2M
Stratos Investment Management, LLC 0.05% Add +8.4% 6,531 $1.2M
KPP Advisory Services LLC 0.17% Add +1.5% 6,498 $1.2M
Willner & Heller, LLC 0.88% Reduce -1.9% 6,490 $1.2M
Fortis Group Advisors, LLC 0.19% Reduce -0.2% 5,395 $1.2M
Brooktree Capital Management 0.93% No change 6,476 $1.2M
Zhang Financial LLC 0.04% No change 6,454 $1.2M
Essex Financial Services, Inc. 0.07% Reduce -0.0% 6,448 $1.2M
PKS Advisory Services, LLC 0.27% Reduce -2.4% 6,424 $1.2M
Graves Light Lenhart Wealth, Inc. 0.12% No change 6,348 $1.2M
MKT Advisors LLC 0.38% Add +10.6% 6,118 $1.1M
Redstone Wealth Management, LLC 0.90% Reduce -0.3% 6,257 $1.1M
Wealthstar Advisors, LLC 0.67% Reduce -19.1% 6,240 $1.1M
Riverview Capital Advisers, LLC 0.38% No change 9,834 $1.1M
Stillwater Wealth Management Group 0.69% Add +5.6% 6,180 $1.1M
Dagco, Inc. 0.24% Add +3.9% 6,112 $1.1M
Orion Porfolio Solutions, LLC 0.01% Reduce -84.3% 6,107 $1.1M
Accel Wealth Management 0.29% Reduce -24.3% 6,103 $1.1M
Hudson Portfolio Management LLC 0.93% No change 6,100 $1.1M
Ashton Thomas Securities, LLC 0.14% New 6,069 $1.1M
Lavaca Capital LLC 0.20% No change 6,059 $1.1M
Berkeley Capital Partners, LLC 0.25% Reduce -84.2% 6,019 $1.1M
Comprehensive Financial Planning, Inc. 0.75% Reduce -2.2% 6,000 $1.1M
Clearstead Advisors, LLC 0.01% Reduce -3.1% 5,956 $1.1M
Harbor Investment Advisory, LLC 0.08% Add +3.0% 5,901 $1.1M
Shared Vision Wealth Group LLC 0.43% Reduce -15.6% 5,839 $1.1M
WealthPlan Investment Management, LLC 0.06% Reduce -8.8% 5,824 $1.1M
Westwood Wealth Management 0.41% New 5,810 $1.1M
Advyzon Investment Management, LLC 0.09% Add +82.2% 5,802 $1.1M
Park National Corp. 0.03% Reduce -0.8% 5,800 $1.1M
Patriot Investment Management Group, Inc. 0.07% No change 5,789 $1.1M
Wedbush Securities Inc. 0.03% Reduce -14.8% 5,787 $1.1M
Invictus Private Wealth, LLC 0.06% Reduce -1.4% 5,749 $1.0M
Moulton Wealth Management, Inc. 0.71% New 5,654 $1.0M
Chapin Davis, Inc. 0.23% No change 5,719 $1.0M
Greenleaf Trust 0.01% Add +1.0% 5,712 $1.0M
Montag A & Associates Inc. 0.05% Reduce -1.3% 5,690 $1.0M
Yukon Wealth Management, Inc. 0.61% Reduce -3.6% 5,664 $1.0M
Cassaday & Co Wealth Management LLC 0.02% Reduce -6.2% 5,620 $1.0M
Strategic Financial Concepts, LLC 0.25% New 5,600 $1.0M
Tradition Wealth Management, LLC 0.07% Reduce -5.4% 5,596 $1.0M
Purewater Capital LLC 0.97% — 5,578 $1.0M
Panoramic Investment Advisors, LLC 0.54% Reduce -1.9% 5,520 $1.0M
Bison Wealth, LLC 0.10% Add +1.1% 4,161 $1.0M
Symphony Financial Services, Inc. 0.50% Reduce -0.2% 5,372 $975K
Sierra Summit Advisors LLC 0.14% Add +11.4% 5,361 $973K
Northland Securities, Inc. 0.92% Reduce -1.1% 5,355 $972K
Granville Capital, Inc. 0.51% Reduce -1.7% 5,354 $971K
Unified Investment Management 1.00% No change 5,345 $970K
Kingsview Wealth Management, LLC 0.01% Add +17.9% 5,345 $970K
N.E.W. Advisory Services LLC 0.07% No change 5,304 $962K
Ascentis Independent Advisors 0.07% Add +146.8% 5,283 $959K
Concord Wealth Partners 0.12% No change 5,254 $953K
Cornerstone Wealth Group, LLC 0.06% Reduce -6.9% 4,537 $950K
Palumbo Wealth Management LLC 0.23% No change 5,200 $943K
Firethorn Wealth Partners, LLC 0.34% Reduce -5.2% 5,134 $931K
Dakota Wealth Management 0.02% No change 5,075 $921K
Tactive Advisors, LLC 0.26% Reduce -5.5% 5,073 $920K
Roman Butler Fullerton & Co. 0.25% Reduce -1.5% 4,734 $914K
Quadrant Private Wealth Management, LLC 0.14% Reduce -41.1% 5,024 $911K
Courier Capital LLC 0.05% Reduce -8.8% 4,979 $903K
Penobscot Wealth Management 0.27% Reduce -1.8% 4,953 $899K
Choate Investment Advisors 0.02% No change 4,950 $898K
UNIVEST FINANCIAL Corp 0.05% Reduce -5.0% 4,934 $895K
Lane Brothers & Co. Inc. 0.65% Reduce -3.5% 4,891 $887K
Rede Wealth, LLC 0.32% No change 4,868 $883K
FAS Wealth Partners, Inc. 0.06% Reduce -0.0% 4,864 $882K
Cardinal Point Capital Management ULC 0.05% New 4,849 $880K
LiftPoint Family Wealth Advisors LLC 0.73% Reduce -53.0% 4,832 $877K
HighPoint Advisor Group LLC 0.04% Add +5.8% 4,830 $876K
Marex Group Ltd 0.01% New 4,820 $874K
Capital Investment Advisory Services, LLC 0.06% Reduce -8.9% 4,815 $873K
Buck Wealth Strategies, LLC 0.11% Reduce -5.8% 4,811 $873K
Retirement Wealth Solutions LLC 0.55% Reduce -15.8% 4,808 $872K
Capital Analysts, LLC 0.02% Reduce -80.0% 4,801 $871K
Lighthouse Financial LLC 0.53% Add +0.1% 4,795 $870K
Private Client Services, LLC 0.26% Add +0.5% 4,772 $866K
Laurel Oak Wealth Management, LLC 0.15% No change 4,768 $865K
Certified Advisory Corp 0.08% New 4,745 $861K
Russell Investments Group, Ltd. 0.00% Add +3.2% 4,742 $860K
Old North State Wealth Management, LLC 0.39% Add +24.8% 4,695 $853K
Navellier & Associates Inc. 0.09% Add +2.3% 4,691 $851K
Schnieders Capital Management, Llc. 0.13% No change 4,632 $840K
Burns J W & Co. Inc. 0.10% Reduce -0.2% 4,610 $836K
Presidio Capital Management, LLC 0.24% Add +21.4% 4,585 $832K
Mission Wealth Management, LP 0.02% No change 4,581 $831K
Adapt Wealth Advisors, LLC 0.30% Add +0.5% 4,571 $829K
Mainstream Capital Management LLC 0.55% Reduce -0.4% 4,536 $823K
Westmount Partners, LLC 0.20% New 4,530 $822K
Smartleaf Asset Management LLC 0.03% Reduce -21.5% 4,731 $821K
Occidental Asset Management, LLC 0.10% Reduce -3.0% 4,506 $818K
Signature Estate & Investment Advisors LLC 0.02% Add +22.1% 4,493 $815K
Summit Financial, LLC 0.01% Reduce -65.2% 4,461 $809K
Vestmark Advisory Solutions, Inc. 0.01% New 4,429 $804K
CrossGen Wealth, LLC 0.70% Add +0.3% 4,418 $802K
Sequoia Financial Advisors, LLC 0.00% Reduce -1.7% 4,418 $801K
Affiance Financial, LLC 0.13% No change 4,400 $798K
EverSource Wealth Advisors, LLC 0.02% Add +21.7% 4,382 $795K
Empower Advisory Group, LLC 0.00% Reduce -42.8% 4,346 $788K
Cooper Financial Group 0.08% Reduce -29.9% 4,319 $784K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.2% 4,311 $782K
Warner Financial, Inc. 0.27% No change 4,313 $782K
WT Wealth Management 0.23% Add +4.2% 4,295 $779K
Spinnaker Trust 0.04% No change 4,286 $778K
Orange Investment Advisors, Inc. 0.10% Reduce -2.8% 4,250 $771K
Signet Private Wealth LLC 0.73% Reduce -4.0% 4,227 $767K
Asset Dedication, LLC 0.05% Add +1.6% 4,187 $760K
Qube Research & Technologies Ltd 0.00% Add +31.7% 4,162 $755K
Root Financial Partners, LLC 0.03% Add +0.2% 4,161 $755K
Latitude Advisors, LLC 0.34% Reduce -27.1% 4,143 $752K
Advance Capital Management, Inc. 0.03% No change 4,137 $751K
Rik Saylor Financial, Inc. 0.57% Reduce -3.3% 4,122 $748K
Modera Wealth Management, LLC 0.01% Add +1.0% 4,009 $727K
Westover Capital Advisors, LLC 0.13% No change 4,000 $726K
Cannon Advisors, Inc. 0.54% No change 3,980 $722K
Valeo Financial Advisors, LLC 0.02% No change 3,977 $722K
Bedminster, LLC 0.67% Reduce -14.5% 3,957 $718K
Axq Capital, LP 0.09% New 3,943 $715K
Dodds Wealth, LLC 0.18% Reduce -0.6% 3,939 $715K
Great Valley Advisor Group, Inc. 0.01% Add +4.6% 3,912 $710K
Wetzel Investment Advisors, Inc. 0.28% No change 3,906 $709K
Family Manage LLC 0.08% No change 3,860 $700K
Mill Creek Capital Advisors, LLC 0.01% Add +0.0% 3,829 $695K
Gladstone Institutional Advisory LLC 0.03% Reduce -14.0% 3,734 $678K
Prudent Investors Network, Inc. 0.15% Reduce -0.6% 3,715 $674K
JFS Wealth Advisors, LLC 0.04% Reduce -3.0% 3,710 $673K
Sei Investments Co. 0.00% New 3,710 $673K
Hilltop Partners LLC 0.17% Reduce -0.6% 3,694 $670K
Schorn Wealth LLC 0.20% No change 3,684 $668K
Amicus Financial Advisors, LLC 0.18% Reduce -2.8% 3,674 $667K
United Capital Management of KS, Inc. 0.10% Reduce -3.0% 3,671 $666K
Argyle Capital Partners, LLC 0.48% Reduce -6.3% 3,658 $664K
GFS Advisors, LLC 0.04% Add +88.2% 3,735 $663K
PFG Advisors 0.03% Reduce -3.1% 3,636 $660K
Lantz Financial LLC 0.14% Reduce -6.5% 3,619 $657K
SkyView Investment Advisors, LLC 0.09% No change 3,606 $654K
TrueWealth Advisors, LLC 0.16% Reduce -1.7% 3,594 $652K
JB Capital LLC 0.03% Reduce -54.5% 3,566 $647K
BLVD Private Wealth, LLC 0.56% Reduce -6.2% 3,564 $647K
Hoxton Planning & Management, LLC 0.19% Reduce -8.7% 3,524 $639K
Independent Solutions Wealth Management, LLC 0.09% Add +42.8% 3,511 $637K
Urban Wealth Management, LLC 0.65% Reduce -1.7% 3,510 $637K
Ausdal Financial Partners, Inc. 0.03% Reduce -12.1% 3,443 $625K
Next Level Private LLC 0.14% Add +16.9% 3,443 $625K
ASL Financial, LLC 0.50% Reduce -4.6% 3,431 $622K
Willis Johnson & Associates, Inc. 0.04% Reduce -3.0% 3,430 $622K
Oxinas Partners, LLC 0.28% Reduce -0.2% 3,429 $622K
Daymark Wealth Partners, LLC 0.02% Reduce -5.7% 3,422 $621K
Correct Capital Wealth Management 0.12% No change 3,400 $617K
Ancora Advisors LLC 0.01% Reduce -4.9% 3,397 $616K
Avalon Trust Co 0.04% Add +64.8% 3,396 $616K
Fisher Asset Management 0.00% Add +32.6% 3,388 $615K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -18.1% 3,379 $613K
Chesapeake Wealth Management 0.19% Reduce -0.8% 3,376 $612K
Coldstream Capital Management Inc. 0.01% New 3,368 $611K
Intrua Financial, LLC 0.07% Add +2.0% 3,365 $610K
XML Financial, LLC 0.05% Reduce -1.2% 3,352 $608K
Essex Bank 0.13% No change 3,345 $607K
Moment Partners, LLC 0.11% No change 3,339 $606K
PUREfi Wealth, LLC 0.39% Reduce -17.0% 3,308 $600K
Avantax Planning Partners, Inc. 0.02% No change 3,296 $598K
FPC Investment Advisory, Inc. 0.30% Reduce -21.0% 2,753 $598K
Spectrum Planning & Advisory Services Inc. 0.29% Reduce -19.4% 3,280 $595K
Insigneo Advisory Services, LLC 0.04% Reduce -6.4% 3,279 $595K
World Equity Group, Inc. 0.15% Add +14.6% 3,269 $593K
Old National Bancorp 0.01% Reduce -1.8% 3,248 $589K
Aspen Investment Management Inc 0.18% Add +0.5% 3,215 $583K
Retirement Planning Group, LLC 0.02% Reduce -36.4% 3,211 $582K
Sensible Money, LLC 0.18% No change 3,200 $581K
Columbia Bank 0.17% No change 3,200 $581K
Naples Global Advisors, LLC 0.04% No change 3,199 $580K
Strathmore Capital Advisors, Inc. 0.16% Add +16.0% 2,662 $578K
Bradley Foster & Sargent Inc. 0.01% Reduce -2.5% 3,168 $575K
Triad Wealth Partners, LLC 0.05% Reduce -33.0% 3,161 $573K
Diversified Trust Co. 0.01% Reduce -3.4% 3,158 $573K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -2.6% 3,145 $571K
TBH Global Asset Management, LLC 0.11% Reduce -96.5% 3,128 $567K
Neuberger Berman Group LLC 0.00% Reduce -8.6% 3,067 $556K
Cornerstone Wealth, LLC 0.31% — 2,580 $556K
Kesler, Norman & Wride, LLC 0.10% Reduce -29.5% 3,049 $553K
Fiduciary Group, LLC 0.05% No change 3,044 $552K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +57.0% 3,037 $551K
Tobias Financial Advisors, Inc. 0.08% No change 3,032 $550K
Clark Capital Management Group, Inc. 0.00% Reduce -10.3% 2,990 $542K
Harvest Investment Services, LLC 0.10% Reduce -7.3% 2,988 $542K
Canal Capital Management, LLC 0.07% Add +0.0% 2,984 $541K
Nicolet Bankshares Inc. 0.02% New 2,935 $541K
Manchester Capital Management LLC 0.08% No change 2,968 $538K
Michels Family Financial, LLC 0.39% Reduce -1.1% 2,958 $537K
Brighton Jones LLC 0.01% New 2,954 $536K
Samalin Investment Counsel, LLC 0.19% Reduce -4.0% 2,937 $533K
Main Street Group, LTD 0.17% Add +101.7% 2,899 $526K
Paces Ferry Wealth Advisors, LLC 0.22% Add +0.0% 2,892 $525K
Petix & Botte Co 0.23% Reduce -50.1% 2,879 $522K
Carderock Capital Management Inc. 0.13% No change 2,875 $522K
Madrid Wealth Management, LLC 0.39% Reduce -12.2% 2,867 $520K
Visionary Horizons, LLC 0.26% New 2,860 $519K
Trek Financial, LLC 0.03% Reduce -90.7% 2,838 $515K
REDW Wealth LLC 0.20% New 2,816 $511K
Savvy Advisors, Inc. 0.01% Reduce -2.7% 2,810 $510K
Goodman Advisory Group, LLC 0.13% New 2,809 $510K
Godfrey Financial Associates, Inc. 0.44% Add +7.1% 2,806 $509K
Verus Capital Partners, LLC 0.03% Reduce -47.4% 2,788 $506K
Chicago Partners Investment Group LLC 0.01% Add +0.1% 2,358 $505K
Bensler, LLC 0.05% Add +0.0% 2,771 $503K
Asset Management Group, Inc. 0.08% No change 2,770 $503K
Main Street Financial Solutions, LLC 0.04% Add +0.0% 2,767 $502K
LVW Advisors, LLC 0.05% Reduce -79.3% 2,761 $501K
Strategy Asset Managers LLC 0.08% Reduce -2.3% 2,745 $498K
Legacy Financial Advisors, Inc. 0.07% No change 2,739 $497K
WESPAC Advisors SoCal, LLC 0.10% No change 2,710 $492K
Kanawha Capital Management LLC 0.03% No change 2,701 $490K
Annis Gardner Whiting Capital Advisors, LLC 0.08% Reduce -1.8% 2,700 $490K
Hilltop Holdings Inc. 0.04% Reduce -36.5% 2,690 $488K
Asset Advisory Group, Inc. 0.24% Reduce -0.9% 2,689 $488K
Trexquant Investment LP 0.00% Add +23.5% 2,667 $484K
Accurate Wealth Management, LLC 0.06% Add +17.6% 2,461 $478K
CVA Family Office, LLC 0.05% Add +37.0% 2,635 $478K
Crestwood Advisors Group, LLC 0.01% Add +33.3% 2,629 $477K
Flputnam Investment Management Co. 0.01% Reduce -9.0% 2,629 $477K
Scarborough Advisors, LLC 0.05% New 2,613 $474K
HT Partners LLC 0.14% No change 2,612 $474K
Signal Advisors Wealth, LLC 0.03% Reduce -3.5% 2,606 $473K
Smith, Moore & Co. 0.03% Reduce -5.5% 2,600 $472K
Ameriflex Group, Inc. 0.24% No change 2,596 $471K
OMNI 360 Wealth, Inc. 0.24% Reduce -10.3% 2,581 $468K
Leavell Investment Management, Inc. 0.02% No change 2,576 $467K
Blue Fin Capital, Inc. 0.08% Add +3.3% 2,524 $458K
IFG Advisors, LLC 0.07% Add +0.1% 2,508 $455K
Beaird Harris Wealth Management, LLC 0.03% No change 2,505 $454K
Antonelli Financial Advisors, LLC 0.31% Reduce -17.1% 2,503 $454K
Synergy Asset Management, LLC 0.05% Add +67.8% 2,497 $453K
Advisors Capital Management, LLC 0.01% Reduce -3.7% 2,488 $452K
Washington Trust Bank 0.03% Reduce -11.9% 2,461 $446K
IMC-Chicago, LLC 0.01% New 2,449 $444K
LexAurum Advisors, LLC 0.06% — 2,443 $443K
Simplex Trading, LLC 0.01% New 2,438 $442K
Parkside Financial Bank & Trust 0.03% No change 2,426 $440K
True North Advisors, LLC 0.05% New 2,420 $439K
Resonant Capital Advisors, LLC 0.02% No change 2,407 $437K
Facet Wealth, Inc. 0.01% Reduce -5.9% 2,405 $436K
Golden State Wealth Management, LLC 0.05% Reduce -8.6% 2,400 $436K
Cidel Asset Management Inc. 0.02% No change 2,400 $435K
Ranch Capital Advisors Inc. 0.16% No change 2,400 $435K
Inspire Advisors, LLC 0.04% Add +44.0% 2,400 $435K
Powell Investment Advisors, LLC 0.15% Add +0.0% 2,386 $433K
Center for Financial Planning, Inc. 0.05% No change 2,384 $433K
Alterna Wealth Management, Inc. 0.33% Reduce -1.6% 2,380 $432K
Stonebrook Private Inc. 0.09% Reduce -87.4% 2,378 $431K
SCS Capital Management LLC 0.00% No change 2,370 $430K
Transcend Capital Advisors, LLC 0.03% Add +17.0% 2,370 $430K
Peddock Capital Advisors, LLC 0.09% No change 2,368 $430K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -14.1% 2,349 $426K
Yardley Wealth Management LLC 0.22% Reduce -9.6% 2,347 $426K
Tilson Financial Group, Inc. 0.13% Reduce -7.5% 2,338 $424K
Altfest L J & Co. Inc. 0.05% No change 2,330 $423K
Westfuller Advisors, LLC 0.18% Add +0.0% 2,330 $423K
Well Done, LLC 0.06% No change 2,324 $422K
Thoroughbred Financial Services, LLC 0.03% Reduce -0.8% 2,321 $421K
Warm Springs Advisors Inc. 0.36% No change 2,312 $419K
Wealthgarden F.S. LLC 0.29% Reduce -2.4% 2,311 $419K
Bailard, Inc. 0.01% No change 2,306 $418K
Independence Bank of Kentucky 0.05% No change 2,296 $417K
WealthShield Partners, LLC 0.05% Reduce -47.2% 2,294 $416K
BIP Wealth, LLC 0.02% Add +39.6% 2,293 $416K
Garrison Point Advisors, LLC 0.19% No change 2,290 $415K
Nilsine Partners, LLC 0.03% No change 1,895 $414K
HBK Sorce Advisory LLC 0.01% New 1,730 $413K
Crescent Grove Advisors, LLC 0.04% No change 2,272 $412K
Alliancebernstein L.P. 0.00% Add +15.5% 2,054 $410K
Elevation Wealth Management LLC 0.38% Reduce -0.8% 2,259 $410K
Livet Wealth, LLC 0.26% Add +0.0% 2,254 $409K
Weaver Consulting Group 0.10% Reduce -1.2% 2,254 $409K
Breachway Investments LLC 0.39% No change 2,206 $407K
New Insight Wealth Advisors 0.15% No change 2,237 $406K
Madson Wealth Advisors Inc 0.33% — 2,218 $402K
Integrated Capital Management, LLC 0.17% Reduce -25.4% 2,209 $401K
Silicon Valley Capital Partners 0.04% Add +0.1% 2,207 $400K
InTrack Investment Management Inc 0.23% Reduce -18.5% 2,205 $400K
Evolution Wealth Management Inc. 0.29% Reduce -8.1% 2,204 $400K
Ignite Planners, LLC 0.06% Reduce -0.4% 2,202 $399K
BOK Financial Private Wealth, Inc. 0.02% No change 2,200 $399K
Ceera Investments, LLC 0.17% No change 2,180 $395K
TritonPoint Partners, LLC 0.15% Add +35.3% 2,177 $395K
Level Four Advisory Services, LLC 0.01% Add +5.6% 2,175 $395K
AlTi Global, Inc. 0.01% No change 2,166 $393K
Vision Retirement, LLC 0.11% Reduce -39.3% 2,163 $392K
Pitcairn Wealth Advisors LLC 0.04% No change 1,963 $392K
Harbour Trust & Investment Management Co 0.04% Reduce -1.6% 2,157 $391K
Brookwood Investment Group LLC 0.05% Reduce -17.3% 2,154 $391K
Accelerate Investment Advisors LLC 0.26% Reduce -0.6% 2,140 $388K
Atlantic Edge Private Wealth Management, LLC 0.10% No change 2,140 $388K
Garde Capital, Inc. 0.02% Add +0.1% 2,138 $388K
Eagle Wealth Advisors LLC 0.36% No change 2,136 $388K
Baker Avenue Asset Management, LP 0.01% Reduce -3.2% 2,132 $387K
Acorn Wealth Advisors, LLC 0.11% Reduce -6.2% 2,124 $385K
Sutton Place Investors LLC 0.21% Reduce -2.3% 2,123 $385K
D L Carlson Investment Group Inc. 0.07% Reduce -7.2% 2,115 $384K
Steinberganna Wealth Management 0.18% No change 2,108 $383K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.09% No change 2,107 $382K
Cassilly Financial Group LLC 0.33% Add +3.1% 2,094 $380K
JT Stratford LLC 0.05% Add +0.6% 2,078 $377K
StoneX Group Inc. 0.02% Reduce -66.4% 2,057 $373K
Center for Wealth Management Advisory 0.27% No change 2,052 $372K
First City Capital Management, Inc. 0.20% No change 2,050 $372K
Jacobi Capital Management LLC 0.02% No change 2,044 $371K
Reflection Asset Management 0.23% No change 1,676 $369K
GAMMA Investing LLC 0.02% Reduce -10.3% 2,029 $368K
Caliber Wealth Management, LLC / KS 0.04% Reduce -5.4% 2,003 $363K
Argentarii, LLC 0.13% No change 2,000 $363K
Rialto Wealth Management, LLC 0.08% No change 2,000 $363K
Cambridge Advisors Inc. 0.07% No change 2,000 $363K
MV Capital Management, Inc. 0.04% No change 2,000 $363K
Associated Banc-Corp 0.01% Reduce -4.8% 1,998 $362K
Financial Solutions Advisory Group, Inc. 0.05% — 1,970 $357K
Tiller Private Wealth, Inc. 0.13% Add +0.4% 1,961 $356K
Frankly Finances, LLC 0.32% No change 1,960 $356K
Sierra Ocean, LLC 0.29% Reduce -1.2% 1,960 $356K
Resolute Wealth Strategies, LLC 0.15% Add +0.1% 1,952 $354K
Dover Advisors, LLC 0.15% No change 1,950 $354K
OFS Enterprise LLC 0.10% — 1,946 $353K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -5.4% 1,946 $353K
Keystone Financial Services 0.10% Reduce -76.2% 1,945 $353K
First American Trust, FSB 0.02% Reduce -13.7% 1,944 $353K
Fulcrum Equity Management 0.34% Reduce -77.8% 1,940 $352K
Baldwin Investment Management, LLC 0.04% No change 1,930 $350K
Peoples Bank 0.21% No change 1,926 $349K
Venture Visionary Partners LLC 0.01% No change 1,924 $349K
Colonial Trust Co / SC 0.05% No change 1,920 $348K
Cary Street Partners Investment Advisory LLC 0.09% Reduce -7.3% 1,918 $348K
RCS Financial Planning, LLC 0.18% Reduce -44.0% 1,913 $347K
DF Dent & Co. Inc. 0.01% No change 1,910 $347K
Doliver Advisors, LP 0.08% No change 1,909 $346K
Marino, Stram & Associates LLC 0.06% No change 1,907 $346K
Centurion Wealth Management LLC 0.08% No change 1,902 $345K
V2 Financial group LLC 0.16% No change 1,900 $345K
Sterling Investment Advisors LLC 0.17% No change 1,898 $344K
Key Financial Inc 0.06% No change 1,896 $344K
Novak & Powell Financial Services, Inc. 0.19% No change 1,894 $344K
Resolute Capital, LLC 0.14% Add +0.1% 1,892 $343K
Confluence Wealth Services, Inc. 0.01% Add +2.7% 1,891 $343K
Perryman Financial Advisory Inc. 0.05% No change 1,890 $343K
Verdence Capital Advisors LLC 0.02% Reduce -0.8% 1,886 $342K
Transcendent Capital Group LLC 0.16% No change 1,884 $342K
One Charles Private Wealth Services, LLC 0.09% Reduce -10.3% 1,883 $342K
SOA Wealth Advisors, LLC. 0.06% No change 1,875 $340K
GWN Securities Inc. 0.06% Reduce -1.4% 1,865 $338K
Quadcap Wealth Management, LLC 0.04% Reduce -0.8% 1,865 $338K
Hopwood Financial Services, Inc. 0.23% No change 1,860 $337K
Wealth Quarterback LLC 0.13% Reduce -82.3% 1,856 $337K
Anchor Investment Management, LLC 0.03% Reduce -1.5% 1,849 $335K
Titleist Asset Management, LLC 0.03% Add +3.8% 1,847 $335K
Roble, Belko & Company, Inc 0.04% No change 1,835 $333K
Human Investing LLC 0.05% No change 1,834 $333K
Planning Directions Inc. 0.17% Reduce -29.9% 1,830 $332K
Composition Wealth, LLC 0.00% Reduce -2.3% 1,825 $331K
Bessemer Group Inc. 0.00% Reduce -39.9% 1,823 $331K
Townsquare Capital LLC 0.07% No change 1,821 $330K
McDonald Partners LLC 0.08% Add +27.6% 1,819 $330K
Peak Planning Group, LLC 0.09% No change 1,814 $329K
3Chopt Investment Partners, LLC 0.08% No change 1,810 $328K
SteelPeak Wealth, LLC 0.01% Add +2.3% 1,806 $328K
Storen Legacy Partners, LLC 0.10% New 1,806 $328K
Summit Financial Consulting LLC 0.23% Reduce -95.4% 1,803 $327K
Polaris Investment Advisors, LLC 0.24% Reduce -10.3% 1,801 $327K
Widmann Financial Services, Inc. 0.19% No change 1,800 $327K
ELCO Management Co., LLC 0.16% New 1,800 $327K
Granite Bay Wealth Management, LLC 0.07% No change 1,800 $327K
Huntington National Bank 0.00% New 1,800 $327K
Bravera Wealth 0.15% No change 1,796 $326K
Evergreen Capital Management LLC 0.01% No change 1,787 $324K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -2.5% 1,785 $324K
Pennington Partners & Co., LLC 0.11% No change 1,782 $323K
Berman McAleer LLC 0.04% No change 1,775 $322K
Gryphon Financial Partners LLC 0.03% Reduce -5.1% 1,770 $321K
Betterment LLC 0.00% Add +11.0% 1,772 $321K
One Capital Management, LLC 0.01% Reduce -37.0% 1,765 $320K
Gradient Capital Advisors, LLC 0.08% No change 1,760 $319K
Atlas Brown,Inc. 0.10% Reduce -15.6% 1,752 $318K
Resolute Wealth Advisor, Inc. 0.18% — 1,748 $317K
Center For Asset Management LLC 0.16% Add +4.7% 1,747 $317K
Sound Income Strategies, LLC 0.02% Reduce -1.1% 1,703 $314K
Mandatum Life Insurance Co Ltd 0.07% No change 1,722 $312K
Three Seasons Wealth, LLC 0.12% Reduce -96.5% 1,709 $310K
VectorGlobal IAG, Inc. 0.08% — 1,701 $309K
Marco Investment Management LLC 0.02% No change 1,700 $308K
Tranquility Partners, LLC 0.12% No change 1,698 $308K
Guidance Capital, Inc. 0.07% Reduce -84.2% 1,367 $308K
Plante Moran Financial Advisors, LLC 0.02% Add +0.6% 1,690 $307K
Investor's Fiduciary Advisor Network, LLC 0.09% Reduce -87.1% 1,689 $306K
Ariadne Wealth Management, LP 0.14% No change 1,686 $306K
Madden Advisory Services, Inc. 0.12% Reduce -0.9% 1,683 $305K
Mma Asset Management LLC 0.11% No change 1,680 $305K
Sequent Planning LLC 0.07% New 1,674 $304K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% No change 1,672 $303K
Genesee Capital Advisors, LLC 0.13% Reduce -0.1% 1,669 $303K
HM Payson & Co. 0.00% No change 1,640 $298K
Flower City Capital 0.15% No change 1,620 $294K
Shelter Rock Management, LLC 0.31% No change 1,619 $294K
Provident Wealth Management, LLC 0.09% No change 1,616 $293K
Uptick Partners, LLC 0.06% Add +41.1% 1,614 $293K
Chatterton & Associates Inc. 0.20% Add +36.2% 1,501 $291K
Klingman & Associates, LLC 0.01% No change 1,601 $290K
Financial Gravity Asset Management, Inc. 0.05% Reduce -1.0% 1,590 $288K
Larson Financial Group LLC 0.01% Add +5.7% 1,588 $288K
Advisors Management Group Inc. 0.05% No change 1,591 $288K
True Freedom Investing, LLC 0.02% Reduce -98.2% 1,587 $288K
Beacon Financial Advisory LLC 0.06% Reduce -20.1% 1,580 $287K
Forum Financial Management, LP 0.00% Add +42.0% 1,556 $282K
Vident Advisory, LLC 0.00% Reduce -5.8% 1,553 $282K
A4 Wealth Advisors LLC 0.23% Reduce -26.4% 1,547 $281K
Valtinson Bruner Financial Planning LLC 0.08% Add +3.0% 1,545 $280K
Midwest Heritage Bank, FSB 0.09% Reduce -15.7% 1,543 $280K
Daviman Financial, LLC 0.17% Reduce -6.9% 1,543 $280K
71 West Capital Partners 0.01% Add +1.8% 1,538 $279K
Corrado Advisors, LLC 0.15% Add +0.1% 1,538 $279K
Objective Capital Management, LLC 0.28% Add +0.1% 1,533 $278K
Campion Asset Management 0.19% No change 1,530 $278K
Thoma Capital Management LLC 0.16% Add +0.5% 1,522 $276K
Strategic Wealth Partners, Ltd. 0.02% Reduce -1.7% 1,513 $275K
Claro Advisors Inc. 0.03% Add +10.5% 1,512 $274K
Bonfire Financial 0.21% Add +0.1% 1,511 $274K
DMC Group, LLC 0.18% New 1,504 $273K
Summit Wealth Group, LLC 0.06% Add +7.8% 1,501 $272K
Verum Partners LLC 0.05% Add +9.2% 1,497 $272K
5T Wealth, LLC 0.11% Reduce -29.9% 1,496 $271K
BlackDiamond Wealth Management, LLC 0.13% No change 1,488 $270K
GM Advisory Group, LLC 0.01% No change 1,488 $270K
Rothschild Wealth LLC 0.02% Reduce -35.4% 1,485 $269K
Firestone Capital Management 0.06% Reduce -3.3% 1,480 $268K
Elevated Capital Advisors, LLC 0.07% Reduce -11.2% 1,478 $268K
HHM Wealth Advisors, LLC 0.03% Reduce -4.1% 1,475 $268K
Resources Management Corp. /CT/ 0.04% No change 1,470 $267K
XY Planning Network, Inc. 0.04% Reduce -25.7% 1,437 $265K
DecisionMap Wealth Management, LLC 0.17% Reduce -1.8% 1,455 $264K
Adkins Seale Capital Management LLC 0.26% No change 1,455 $264K
Everpar Advisors LLC 0.09% Reduce -16.2% 1,454 $264K
Evelyn Partners Asset Management Ltd 0.06% No change 1,448 $263K
Founders Financial Alliance, LLC 0.05% Add +65.8% 1,447 $263K
Curtis Wealth Management LLC 0.25% Reduce -6.0% 1,445 $262K
Balentine LLC 0.01% No change 1,437 $261K
Werba Rubin Papier Wealth Management 0.04% No change 1,433 $260K
White Pine Capital LLC 0.07% No change 1,432 $260K
Third View Private Wealth, LLC 0.04% Add +0.5% 1,426 $259K
IVC Wealth Advisors LLC 0.11% No change 1,420 $258K
YHB Investment Advisors, Inc. 0.02% New 1,418 $257K
Sage Mountain Advisors LLC 0.02% No change 1,412 $256K
Insight 2811, Inc. 0.11% No change 1,410 $256K
Peak Financial Management, Inc. 0.06% No change 1,406 $255K
Ironwood Investment Counsel, LLC 0.04% Reduce -5.0% 1,402 $254K
MSH Capital Advisors LLC 0.05% New 1,402 $254K
Hobart Private Capital, LLC 0.05% Reduce -14.2% 1,402 $254K
Leo Wealth, LLC 0.02% Reduce -0.8% 1,394 $253K
Cozad Asset Management Inc. 0.02% No change 1,390 $252K
Bell Bank 0.01% No change 1,390 $252K
Fairvoy Private Wealth, LLC 0.06% Reduce -42.0% 1,382 $251K
Endeavor Private Wealth, Inc. 0.07% Reduce -60.6% 1,379 $250K
Soundwatch Capital LLC 0.03% Reduce -25.8% 1,378 $250K
Beverly Hills Private Wealth, LLC 0.04% No change 1,378 $250K
IMZ Advisory Inc 0.09% Add +2.9% 1,355 $246K
Tarbox Family Office, Inc. 0.04% No change 1,348 $245K
Snowwater Investment Partners, LLC 0.23% No change 1,343 $244K
Florida Trust Wealth Management Co 0.01% Add +30.4% 1,337 $243K
Legacy Financial Group LLC 0.03% Reduce -16.8% 1,332 $242K
WealthTrust Asset Management, LLC 0.14% Add +27.1% 1,331 $241K
Venturi Wealth Management, LLC 0.01% Reduce -82.3% 1,329 $241K
Theory Financial LLC 0.08% Reduce -27.9% 1,328 $241K
DDFG, Inc 0.05% No change 1,326 $241K
Tower Research Capital LLC (TRC) 0.01% Reduce -84.1% 1,324 $240K
Allegheny Financial Group 0.03% No change 1,310 $238K
Seneca House Advisors 0.09% No change 1,308 $237K
Stratos Wealth Advisors, LLC 0.01% Reduce -41.5% 1,301 $236K
Hutchens & Kramer Investment Management Group, LLC 0.07% Reduce -0.2% 1,300 $236K
Activest Wealth Management 0.04% Reduce -91.7% 1,300 $236K
Balboa Wealth Partners 0.04% Reduce -92.0% 1,293 $235K
St. Louis Trust Co 0.03% New 1,290 $234K
Mascagni Wealth Management, Inc. 0.17% No change 1,287 $233K
Adirondack Capital Advisors, LLC 0.15% No change 1,284 $233K
First Financial Bankshares Inc 0.00% No change 1,278 $232K
Waldron Private Wealth LLC 0.01% No change 1,272 $231K
Sigma Investment Counselors Inc. 0.01% No change 1,266 $230K
Cahaba Wealth Management, Inc. 0.02% No change 1,263 $229K
Xcelsior Advisor Partners LLC 0.09% Add +1.6% 1,261 $229K
Sfmg, LLC 0.02% Add +0.1% 1,261 $229K
Portus Wealth Advisors, LLC 0.22% No change 1,260 $229K
Kelly Financial Group LLC 0.06% Add +0.1% 1,252 $227K
Griffin Asset Management, Inc. 0.03% No change 1,245 $226K
Vontobel Holding Ltd. 0.00% New 1,241 $225K
Patten Group, Inc. 0.04% No change 1,238 $225K
CENTRAL TRUST Co 0.00% No change 1,237 $224K
Midwest Capital Advisors, LLC 0.10% Reduce -15.0% 1,233 $224K
Potentia Wealth 0.09% Reduce -32.0% 1,232 $224K
DSG Capital Advisors, LLC 0.04% No change 1,220 $221K
River Wealth Advisors LLC 0.03% No change 1,217 $221K
Everhart Financial Group, Inc. 0.02% No change 1,214 $220K
KTF Investments, LLC 0.04% Reduce -13.4% 1,212 $220K
Live Oak Investment Partners 0.13% Add +0.7% 1,208 $219K
Parkshore Wealth Management, Inc. 0.07% No change 1,204 $218K
JGP Wealth Management, LLC 0.02% Add +1.5% 1,200 $218K
Wealth Effects LLC 0.08% No change 1,200 $218K
Paragon Capital Management Ltd 0.05% No change 1,200 $218K
Oxford Financial Group, LTD. LLC 0.01% No change 1,200 $218K
Mesirow Financial Investment Management, Inc. 0.00% No change 1,200 $218K
Omega Financial Group, LLC 0.07% Add +0.1% 1,198 $217K
Rockland Trust Co. 0.01% Reduce -2.1% 1,187 $215K
Zacks Investment Management 0.00% Reduce -13.7% 1,187 $215K
Evanson Asset Management, LLC 0.01% Reduce -1.3% 1,180 $214K
BNC Wealth Management, LLC 0.06% No change 1,173 $213K
Guidance Point Advisors, LLC 0.05% Add +0.9% 1,166 $212K
Capstone Financial Advisors, Inc. 0.01% Add +0.1% 1,159 $210K
Legacy Wealth Partners, LLC 0.05% Reduce -13.1% 1,151 $209K
KLCM Advisors, Inc. 0.02% No change 1,145 $208K
One Day In July LLC 0.02% No change 1,144 $208K
Advisor OS, LLC 0.01% Reduce -5.9% 1,139 $207K
Frederick Financial Consultants, LLC 0.10% No change 1,139 $207K
Altura Wealth Advisors Inc. 0.09% Reduce -4.1% 1,138 $206K
TD Private Client Wealth LLC 0.00% Reduce -5.3% 1,129 $205K
Clarus Group, Inc. 0.07% No change 1,120 $203K
Fort Sheridan Advisors LLC 0.02% No change 1,118 $203K
Broussard Financial Group LLC 0.16% Reduce -7.0% 1,117 $203K
Three Cord True Wealth Management, LLC 0.11% No change 1,115 $202K
DUTCH ASSET Corp 0.14% Reduce -15.2% 1,113 $202K
Financial Advisors Network, Inc. 0.03% No change 1,107 $201K
Fourth Dimension Wealth, LLC 0.08% No change 1,100 $200K
Front Row Advisors LLC 0.07% No change 1,094 $198K
IFG Advisory, LLC 0.57% Reduce -95.0% 1,090 $198K
GW&K Investment Management, LLC 0.00% Reduce -0.5% 1,087 $197K
Stone House Investment Management, LLC 0.03% Reduce -81.0% 1,070 $194K
Evergreen Advisors, LLC 0.04% No change 1,038 $188K
Signaturefd, LLC 0.00% No change 1,038 $188K
Angeles Wealth Management, LLC 0.01% No change 1,006 $183K
IAG Wealth Partners, LLC 0.02% No change 978 $177K
Turtle Creek Wealth Advisors, LLC 0.01% New 968 $176K
Armstrong Advisory Group, Inc. 0.01% Add +4.3% 959 $174K
Caitlin John, LLC 0.10% No change 942 $171K
Hurley Capital, LLC 0.09% No change 937 $170K
Twin Peaks Wealth Advisors, LLC 0.04% New 927 $168K
GGM Financial LLC 0.08% No change 904 $164K
Picton Mahoney Asset Management 0.00% Add +50.0% 900 $163K
EFG International AG 0.00% No change 900 $163K
Cherry Tree Wealth Management, LLC 0.03% No change 888 $161K
Physician Wealth Advisors, Inc. 0.02% Reduce -44.3% 859 $156K
SIMA Wealth Partners, LLC 0.12% Reduce -5.6% 850 $154K
Colonial Trust Advisors 0.01% No change 818 $148K
Richardson Capital Management LLC 0.07% Reduce -7.1% 815 $148K
Peachtree Investment Partners, LLC 0.06% Reduce -42.9% 804 $146K
CoreFirst Bank & Trust 0.08% No change 800 $145K
Aventura Private Wealth, LLC 0.05% Add +73.0% 789 $143K
New Republic Capital, LLC 0.05% Reduce -12.6% 764 $139K
Missouri Trust & Investment Co 0.04% New 750 $136K
Whittier Trust Co. of Nevada Inc. 0.00% No change 720 $134K
Caldwell Trust Co 0.01% No change 733 $133K
Vanguard National Trust Co 0.01% — 724 $131K
Zions Bancorporation, National Association 0.01% No change 702 $127K
Barclays PLC 0.00% Reduce -95.6% 699 $127K
Tucker Asset Management LLC 0.04% Reduce -27.5% 657 $119K
Synergy Investment Management, LLC 0.04% New 656 $119K
American National Bank & Trust 0.01% No change 655 $119K
Adirondack Trust Co. 0.04% No change 654 $119K
Salem Investment Counselors Inc. 0.00% New 650 $118K
Wells Financial Advisors INC 0.52% No change 625 $113K
Greykasell Wealth Strategies, Inc. 0.05% Reduce -21.7% 622 $113K
Townsend Asset Management Corp. /NC/ 0.04% Add +1.3% 615 $112K
Bokf, NA 0.00% Reduce -2.9% 610 $111K
Burkett Financial Services, LLC 0.04% Add +0.2% 605 $110K
Align Financial, LLC 0.06% Reduce -99.5% 600 $109K
MTM Investment Management, LLC 0.03% No change 600 $109K
NFSG Corp 0.02% Reduce -50.3% 593 $108K
Medallion Wealth Advisors, LLC 0.03% No change 584 $106K
NBT Bank, N.A. 0.01% Add +191.0% 582 $106K
Truvestments Capital LLC 0.02% No change 580 $105K
Deutsche Bank AG 0.00% Reduce -36.6% 572 $104K
True Link Financial Advisors, LLC 0.01% New 570 $103K
CKW Financial Group 0.01% No change 540 $100K
Cheviot Value Management, LLC 0.01% Reduce -26.7% 550 $100K
Hartford Financial Management Inc. 0.03% No change 547 $99K
Elevate Wealth Advisory, Inc. 0.06% No change 545 $99K
Brown Brothers Harriman & Co. 0.00% No change 545 $99K
Johnson Financial Group, Inc. 0.00% No change 531 $96K
Founders Capital Management 0.04% Reduce -22.7% 490 $89K
Newton One Investments LLC 0.02% Add +0.2% 479 $87K
Crewe Advisors LLC 0.01% No change 474 $86K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -89.0% 474 $86K
MeadowBrook Investment Advisors LLC 0.08% No change 465 $84K
SYM FINANCIAL Corp 0.01% No change 454 $82K
Morton Brown Family Wealth, LLC 0.02% New 452 $82K
Millstone Evans Group, LLC 0.05% No change 450 $82K
Glass Jacobson Investment Advisors llc 0.03% No change 434 $79K
Cornerstone Planning Group LLC 0.01% Reduce -83.5% 346 $78K
Mather Group, Llc. 0.00% New 403 $73K
BankChampaign, National Association 0.07% Add +89.6% 400 $73K
First Community Trust NA 0.05% No change 400 $73K
Global Trust Asset Management, LLC 0.03% Reduce -17.5% 400 $73K
West Paces Advisors Inc. 0.01% No change 400 $73K
Biltmore Family Office, LLC 0.01% No change 400 $73K
Dunhill Financial, LLC 0.02% No change 386 $70K
Hamilton Point Investment Advisors, LLC 0.01% No change 386 $70K
Davis Capital Management 0.05% Reduce -0.3% 373 $68K
First Command Advisory Services, Inc. 0.00% No change 371 $67K
Financial Network Wealth Advisors LLC 0.07% No change 361 $65K
Merkkuri Wealth Advisors LLC 0.04% New 353 $64K
Realta Investment Advisors 0.02% No change 352 $64K
Beacon Investment Advisory Services, Inc. 0.00% New 352 $64K
Pursuit Wealth Strategies, LLC 0.09% Add +0.3% 349 $63K
Park Place Capital Corp 0.01% No change 348 $63K
Cordgrass Capital Advisors, LLC 0.01% No change 344 $62K
UMB Bank, n.a. 0.00% Add +1.8% 340 $62K
GHP Investment Advisors, Inc. 0.00% No change 335 $61K
Keating Financial Advisory Services, Inc. 0.01% Add +3.5% 329 $60K
MCF Advisors LLC 0.00% No change 312 $57K
Lodestone Wealth Management LLC 0.02% No change 309 $56K
Clark Wealth Partners 0.04% Reduce -5.8% 293 $53K
Bay Harbor Wealth Management, LLC 0.01% No change 291 $53K
Meramec Financial Planners, LLC 0.02% No change 243 $51K
Team Financial Group, LLC 0.02% No change 282 $51K
Sofi Wealth, LLC 0.00% Add +1.1% 280 $51K
Leo H. Evart, Inc. 0.04% — 270 $49K
Basso Capital Management, L.P. 0.03% No change 270 $49K
GoalVest Advisory LLC 0.01% No change 270 $49K
Forum Finance Group S.A. 0.03% — 321 $48K
SJS Investment Consulting Inc. 0.01% No change 235 $43K
SouthState Bank Corp 0.00% No change 235 $43K
Private Wealth Asset Management, LLC 0.00% No change 227 $41K
Transamerica Financial Advisors, LLC 0.00% Reduce -98.5% 217 $39K
Centennial Bank 0.01% No change 214 $39K
Financial Consulate, Inc. 0.00% Add +800.0% 207 $38K
Beacon Financial Strategies CORP 0.02% No change 205 $37K
Nalls Sherbakoff Group, LLC 0.03% No change 200 $36K
Capital Advisor Network LLC 0.05% — 197 $36K
Tidemark, LLC 0.01% No change 190 $34K
Hoey Investments, Inc. 0.01% No change 190 $34K
Hantz Financial Services, Inc. 0.00% No change 188 $34K
Collier Financial 0.02% Add +0.6% 175 $32K
Destiny Wealth Partners, LLC 0.00% New 174 $32K
Citizens National Bank Trust Department 0.01% New 170 $31K
Tsfg, LLC 0.00% No change 164 $30K
Lloyd Advisory Services, LLC. 0.01% Reduce -42.6% 160 $29K
Kingdom Financial Group LLC. 0.01% No change 160 $29K
Bangor Savings Bank 0.00% No change 158 $29K
Harbor Asset Planning, Inc. 0.02% No change 156 $28K
Tompkins Financial Corp. 0.00% Reduce -6.8% 152 $28K
JDM Financial Group LLC 0.01% No change 151 $27K
City Holding Co. 0.00% No change 150 $27K
Triumph Capital Management 0.01% No change 143 $26K
Bell Investment Advisors, Inc 0.00% No change 143 $26K
Strategic Advisory Partners, LLC 0.02% New 140 $25K
Miller Capital Partners, Inc. 0.01% No change 140 $25K
Gen-Wealth Partners Inc 0.01% Reduce -97.0% 137 $25K
Monetary Solutions, Ltd 0.02% No change 130 $24K
Hollencrest Capital Management 0.00% Add +146.2% 128 $23K
EPG Wealth Management LLC 0.01% No change 126 $23K
Magnolia Wealth Management, LLC 0.01% New 125 $23K
Evolution Advisers, Inc. 0.01% Reduce -12.7% 124 $22K
Pinnacle Bancorp, Inc. 0.01% No change 121 $22K
Arcadia Investment Management Corp. 0.00% No change 119 $22K
Go Invest LLC 0.01% No change 112 $20K
Clear Investment Research, LLC 0.03% New 106 $19K
Sankala Group LLC 0.02% Reduce -22.1% 106 $19K
Measured Wealth Private Client Group, LLC 0.01% Add +180.6% 101 $18K
Pacifica Partners Inc. 0.01% Reduce -50.0% 100 $18K
Morse Asset Management, Inc 0.00% No change 100 $18K
Allianz Asset Management GmbH 0.00% Reduce -50.0% 100 $18K
Rosenberg Matthew Hamilton 0.00% No change 95 $17K
Armor Investment Advisors, LLC 0.01% No change 92 $17K
Investors Research Corp 0.00% No change 86 $16K
PlanVest Financial, Inc 0.01% — 84 $15K
Thompson Investment Management, Inc. 0.00% No change 82 $15K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 80 $15K
Bogart Wealth, LLC 0.00% No change 80 $15K
NorthAvenue LLC 0.01% No change 77 $14K
Darwin Wealth Management, LLC 0.00% No change 76 $14K
Joseph Group Capital Management 0.00% No change 75 $14K
Bellevue Asset Management, LLC 0.01% No change 69 $13K
Benson Wealth Management INC 0.02% No change 69 $13K
Grand Wealth Management, LLC 0.01% No change 67 $12K
Chesapeake Asset Management LLC 0.01% No change 66 $12K
Cedar Mountain Advisors, LLC 0.00% No change 65 $12K
Archer Investment Corp 0.00% No change 62 $11K
Lowe Brockenbrough & Co. Inc. 0.00% No change 61 $11K
West Branch Capital LLC 0.00% No change 60 $11K
Van Eck Associates Corp. 0.00% No change 56 $10K
MPWM Advisory Solutions, LLC 0.01% No change 52 $9K
Cambient Family Office, LLC 0.00% No change 50 $9K
Smithfield Trust Co 0.00% No change 47 $9K
Birchwood Financial Partners, Inc. 0.01% Reduce -51.5% 48 $9K
Elevation Wealth Partners, LLC 0.00% No change 45 $8K
Rothschild Investment LLC 0.00% Reduce -95.2% 40 $7K
Albion Financial Group 0.00% No change 39 $7K
Strategic Investment Solutions, Inc. 0.00% No change 38 $7K
Glassman Wealth Services 0.00% No change 36 $7K
SWAN Capital LLC 0.00% No change 35 $6K
Cardinal Strategic Wealth Guidance 0.00% New 31 $6K
Ankerstar Wealth, LLC 0.01% No change 31 $6K
Country Trust Bank 0.00% No change 30 $5K
Basepoint Wealth LLC 0.00% New 28 $5K
Abound Wealth Management 0.00% Reduce -60.9% 25 $5K
Hanson & Doremus Investment Management 0.00% New 22 $4K
Raleigh Capital Management Inc. 0.00% Reduce -80.4% 21 $4K
Wilmington Savings Fund Society, FSB 0.00% No change 20 $4K
Roxbury Financial LLC 0.00% No change 19 $3K
Strategic Advocates LLC 0.02% Reduce -81.7% 19 $3K
St Germain D J Co. Inc. 0.00% No change 19 $3K
Consultiva Wealth Management, Corp. 0.01% No change 16 $3K
Chapman Financial Group, LLC 0.00% No change 13 $2K
Glen Eagle Advisors, LLC 0.00% No change 12 $2K
Alerus Financial NA 0.00% No change 10 $2K
Chelsea Counsel Co. 0.00% No change 9 $2K
Indiana Trust & Investment Management Co 0.00% No change 9 $2K
Hilton Head Capital Partners, LLC 0.00% No change 8 $1K
SHP Wealth Management 0.00% No change 8 $1K
Costello Asset Management, INC 0.00% No change 7 $1K
First Horizon Corp. 0.00% Reduce -99.6% 7 $1K
Oakworth Capital, Inc. 0.00% No change 7 $1K
Imprint Wealth LLC 0.00% Reduce -78.3% 5 $907
United Financial Planning Group LLC 0.00% No change 4 $726
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $726
Viewpoint Capital Management LLC 0.00% No change 2 $363
Kilter Group LLC 0.00% Reduce -93.1% 2 $363
Pinnacle Wealth Planning Services, Inc. 0.00% No change 2 $363

"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.