iShares Ustechnology ETFIYWETF

13F holders, Q2 2026 (June 30)
1,301holders +118
160new positions
46sold out
5famous investors
$251.69avg. 13F price*

At the end of Q2 2026, 1,301 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 118 from Q1 2026. 160 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($1.3B), PGIM Custom Harvest LLC ($1.1B) and Bank of America Corp. ($866.2M). 5 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 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions160$442.7M
Exits46$100.9M

All 13F filers, Q1 2026 → Q2 2026: 4,284,418 shares bought and 2,972,164 shares sold, net +1,312,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,301 holders

Morgan Stanley 0.07% Reduce -1.3% 4,965,507 $1.3B
PGIM Custom Harvest LLC 14.37% Add +0.1% 4,549,815 $1.1B
Bank of America Corp. 0.06% Add +0.7% 3,434,260 $866.2M
LPL Financial LLC 0.17% Reduce -0.1% 3,035,854 $765.7M
UBS Group AG 0.07% Reduce -1.7% 1,727,967 $435.8M
Wells Fargo & Company 0.07% Reduce -1.6% 1,482,795 $374.0M
Raymond James Financial Inc. 0.10% Reduce -2.3% 1,435,567 $362.1M
Envestnet Asset Management Inc. 0.08% Add +2.4% 1,352,659 $341.2M
JPMorgan Chase & Co. 0.02% Reduce -8.4% 1,337,767 $329.4M
Schroder Investment Management Group 0.22% Add +1513.7% 1,261,481 $310.6M
RiverFront Investment Group, LLC 3.48% Add +3.8% 1,043,122 $263.1M
Royal Bank of Canada 0.04% Add +3.3% 922,417 $232.7M
Manufacturers Life Insurance Company, The 0.16% New 795,221 $200.6M
HSBC Holdings PLC 0.10% Reduce -18.8% 794,128 $200.3M
FIL Ltd 0.14% Add +32.5% 787,551 $198.6M
Commonwealth Equity Services, LLC 0.21% Reduce -0.1% 669,449 $168.9M
Osaic Holdings, Inc. 0.19% Add +6.6% 638,240 $161.0M
Ameriprise Financial Inc. 0.03% Reduce -2.9% 593,207 $149.6M
Kestra Advisory Services, LLC 0.39% Reduce -3.6% 477,728 $120.5M
Cetera Investment Advisers 0.11% Reduce -9.1% 462,996 $116.8M
Captrust Financial Advisors 0.15% Add +30.5% 394,966 $99.6M
Portfolio Strategies, Inc. 9.70% Add +0.2% 392,227 $98.9M
Goldman Sachs Group Inc. 0.01% Add +17.7% 389,496 $98.2M
PNC Financial Services Group, Inc. 0.05% Add +1.6% 372,361 $93.9M
HighTower Advisors, LLC 0.08% Reduce -4.6% 334,262 $84.3M
Focus Partners Wealth 0.09% Add +1.4% 328,689 $82.9M
United Capital Financial Advisors, LLC 0.45% Reduce -0.1% 319,172 $80.6M
Dynasty Wealth Management, LLC 0.56% Reduce -14.7% 300,880 $75.9M
Rockefeller Capital Management L.P. 0.11% Add +2.3% 293,418 $74.0M
MML Investors Services, LLC 0.15% Add +31.2% 288,268 $72.7M
Jones Financial Companies LLLP 0.03% Add +10.5% 300,558 $72.1M
Two Sigma Investments, LP 0.06% Reduce -69.3% 282,300 $71.2M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -35.0% 259,001 $65.3M
Atlas Legacy Advisors, LLC 9.15% Add +3.4% 246,172 $61.8M
Sanctuary Advisors, LLC 0.28% Add +4.5% 241,829 $61.0M
Stifel Financial Corp. 0.05% Reduce -5.3% 233,713 $59.0M
BlackRock, Inc. 0.00% Reduce -11.3% 224,115 $56.5M
Axxcess Wealth Management, LLC 0.83% New 206,739 $52.1M
Parker Investment Management, LLC 6.24% Reduce -0.0% 204,468 $51.6M
Janney Montgomery Scott LLC 0.10% New 203,626 $51.4M
NewEdge Advisors, LLC 0.14% Reduce -1.4% 180,228 $45.5M
Howard Capital Management Group, LLC 2.72% Reduce -2.1% 176,535 $44.5M
OneDigital Investment Advisors LLC 0.37% Reduce -1.6% 173,863 $43.9M
First Merchants Corp. 1.44% Reduce -2.4% 161,871 $40.8M
Assetmark, Inc. 0.07% Add +7.2% 160,431 $40.5M
Stratos Wealth Partners, LTD. 0.39% Add +1.2% 152,728 $38.5M
Creative Planning 0.02% Reduce -0.2% 152,265 $38.4M
Commerce Bank 0.16% Reduce -0.5% 145,376 $36.7M
Cambridge Investment Research Advisors, Inc. 0.08% Add +5.0% 141,383 $35.7M
Compound Planning, Inc. 0.85% Reduce -7.3% 128,742 $32.5M
Equitable Holdings, Inc. 0.19% Reduce -7.9% 126,439 $31.9M
Perigon Wealth Management, LLC 0.45% Reduce -3.5% 113,658 $28.7M
Patton Albertson Miller Group, LLC 2.71% Add +1.2% 107,832 $27.2M
Capital Investment Advisors, LLC 0.35% Reduce -1.0% 105,036 $26.5M
Mariner, LLC 0.03% Reduce -24.2% 102,615 $25.8M
Stillwater Capital Advisors, LLC 2.57% Reduce -0.8% 100,052 $25.2M
Park Avenue Securities LLC 0.16% New 98,807 $24.9M
FMR LLC 0.00% Add +13.3% 97,559 $24.6M
Cerity Partners LLC 0.03% Add +13.6% 97,544 $24.6M
Integrated Wealth Concepts LLC 0.16% Reduce -10.6% 95,969 $24.2M
Sagespring Wealth Partners, LLC 0.37% Reduce -9.0% 94,407 $23.8M
TritonPoint Partners, LLC 1.96% Add +4211.1% 93,853 $23.7M
Private Advisor Group, LLC 0.11% Reduce -47.2% 93,125 $23.5M
Tritonpoint Wealth, LLC 2.29% Reduce -3.0% 92,429 $23.3M
Wealth Enhancement Advisory Services, LLC 0.04% Add +1.0% 92,976 $23.3M
Advisory Services Network, LLC 0.26% Reduce -4.6% 91,702 $23.1M
Perennial Investment Advisors, LLC 1.54% Reduce -8.4% 91,197 $23.0M
Bank of Montreal 0.01% Reduce -0.7% 90,781 $22.9M
Atria Investments, Inc 0.23% Add +18.0% 90,046 $22.7M
RVW Wealth, LLC 1.49% Add +1.1% 89,777 $22.6M
First Citizens Financial Corp 9.40% Reduce -0.9% 89,186 $22.5M
Corient Private Wealth LP 0.03% Reduce -3.0% 88,630 $22.4M
HC Advisors, LLC 13.33% Reduce -2.2% 87,053 $22.0M
Mendel Capital Management LLC 9.62% Reduce -1.6% 84,767 $21.4M
Merit Financial Group, LLC 0.13% Reduce -1.2% 83,644 $21.1M
Arax Advisory Partners 0.14% Add +247.0% 82,347 $20.8M
Migdal Insurance & Financial Holdings Ltd. 0.13% Add +0.3% 80,582 $20.3M
Truist Financial Corp. 0.02% Reduce -0.7% 78,430 $19.8M
Macro Advisors, Inc. 6.26% Reduce -25.6% 77,817 $19.6M
Atlantic Union Bankshares Corp 0.31% Reduce -0.3% 72,794 $18.4M
WCG Wealth Advisors LLC 0.43% Reduce -5.6% 72,429 $18.3M
National Bank of Canada 0.02% Reduce -0.6% 70,286 $17.7M
Fifth Third Securities, Inc. 0.96% Add +2.3% 66,865 $16.9M
Camarda Financial Advisors, LLC 5.01% New 65,684 $16.6M
Cottonwood Capital Advisors, LLC 9.85% Add +1.4% 64,798 $16.3M
Mercer Global Advisors Inc. 0.02% Add +36.4% 64,058 $16.2M
Rollins Financial Advisors, LLC 2.12% Add +8.6% 63,934 $16.1M
Pettinga Financial Advisors LLC 2.54% Reduce -11.0% 62,900 $15.9M
Johnson Investment Counsel Inc. 0.11% Reduce -0.7% 62,336 $15.7M
Farther Finance Advisors, LLC 0.12% Reduce -7.1% 61,699 $15.5M
Signature Wealth Management Partners, LLC 7.23% Reduce -0.8% 61,513 $15.5M
J.W. Cole Advisors, Inc. 0.26% New 60,936 $15.4M
Finley Financial, LLC 6.15% Reduce -1.7% 60,556 $15.3M
Citigroup Inc. 0.01% Add +0.9% 59,554 $15.0M
Pathstone Holdings, LLC 0.04% Add +5.2% 58,678 $14.8M
Prospera Financial Services Inc 0.21% Reduce -2.3% 57,766 $14.6M
Principal Financial Group Inc. 0.01% No change 57,381 $14.5M
&partners 0.06% Reduce -25.2% 57,592 $14.4M
MAI Capital Management 0.05% Add +1.7% 56,352 $14.2M
M&T Bank Corp 0.04% Reduce -8.2% 55,378 $14.0M
CIBC Bancorp USA Inc. 0.02% Reduce -12.6% 54,690 $13.8M
Stonebridge Financial Planning Group, LLC 4.37% Reduce -1.0% 54,362 $13.7M
Bank of New York Mellon Corp 0.00% Add +11.2% 52,838 $13.3M
Perkins Coie Trust Co 2.20% Reduce -4.9% 52,686 $13.3M
Belvedere Trading LLC 1.10% Add +381.8% 52,411 $13.2M
Mechanics Bank Trust Department 1.62% Add +4.9% 51,874 $13.1M
Quantinno Capital Management LP 0.02% Reduce -1.2% 51,863 $13.1M
Lido Advisors, LLC 0.05% Reduce -9.5% 51,502 $13.0M
Steward Partners Investment Advisory, LLC 0.07% Reduce -10.5% 50,749 $12.8M
High Point Wealth Management, LLC 10.68% Reduce -2.7% 50,732 $12.8M
Cresset Asset Management, LLC 0.05% Add +100.0% 49,210 $12.4M
J.Safra Asset Management Corp 0.56% No change 47,904 $12.1M
Prime Capital Investment Advisors, LLC 0.12% Reduce -2.4% 47,802 $12.1M
Independent Financial Group, LLC 0.22% Add +111.4% 47,508 $12.0M
OpenArc Corporate Advisory, LLC 0.14% Reduce -15.8% 46,701 $11.8M
Certuity, LLC 0.57% Add +0.0% 46,029 $11.6M
Kingswood Wealth Advisors, LLC 0.47% Add +2.9% 45,985 $11.6M
Bleakley Financial Group, LLC 0.15% Reduce -1.7% 45,878 $11.6M
Spire Wealth Management 0.35% Reduce -1.0% 45,565 $11.5M
IHT Wealth Management, LLC 0.24% Reduce -6.6% 45,383 $11.4M
Cadent Capital Advisors, LLC 2.36% Reduce -9.4% 45,056 $11.4M
Essex LLC 1.71% Reduce -6.4% 44,767 $11.3M
Crown Wealth Group, LLC 2.84% Add +23.8% 44,221 $11.2M
Lifelong Wealth Advisors, Inc. 2.59% Reduce -14.6% 43,554 $11.0M
Swmg, LLC 2.57% Add +36.4% 43,987 $10.9M
BBR Partners, LLC 0.51% No change 43,189 $10.9M
Pittenger & Anderson Inc. 0.39% No change 43,015 $10.8M
Three Seasons Wealth, LLC 0.99% Add +2412.9% 42,945 $10.8M
Bartlett & Co. Wealth Management LLC 0.14% Add +2.0% 42,796 $10.8M
Kickstand Ventures, Llc. 1.96% Reduce -20.9% 42,688 $10.8M
Federation des caisses Desjardins du Quebec 0.03% Reduce -3.0% 42,123 $10.6M
CoreCap Advisors, LLC 0.30% Add +63.5% 40,859 $10.3M
One Wealth Advisors, LLC 1.13% Reduce -1.1% 40,648 $10.3M
Scotia Capital Inc. 0.04% Add +3.6% 40,341 $10.2M
Northern Trust Corp. 0.00% Add +12.7% 40,124 $10.1M
Dynamic Advisor Solutions LLC 0.29% Reduce -8.1% 39,953 $10.1M
Baird Financial Group, Inc. 0.01% Add +2.3% 39,370 $9.9M
Tableaux LLC 4.09% Reduce -7.8% 38,529 $9.7M
Simmons Bank 0.55% Reduce -0.7% 38,347 $9.7M
Ashton Thomas Private Wealth, LLC 0.20% Reduce -1.4% 37,237 $9.4M
Keebeck Wealth Management 0.92% Reduce -4.9% 37,163 $9.4M
Harbour Investments, Inc. 0.13% Add +6.6% 36,919 $9.3M
Thrivent Financial for Lutherans 0.02% Reduce -42.2% 36,499 $9.2M
Strategic Blueprint, LLC 0.46% Reduce -7.1% 36,296 $9.2M
Prostatis Group LLC 2.13% Reduce -10.1% 36,208 $9.1M
Central Pacific Bank - Trust Division 0.96% Add +104.6% 36,065 $9.1M
Cary Street Partners Financial LLC 0.20% Reduce -3.5% 35,517 $9.0M
EP Wealth Advisors, LLC 0.03% Add +6.7% 34,871 $8.8M
IFP Advisors, Inc 0.15% Reduce -4.1% 33,944 $8.6M
Gerald Baker Financial Group LLC 2.41% Reduce -0.3% 33,520 $8.5M
Fifth Third Bancorp 0.01% Reduce -2.1% 33,341 $8.4M
Kingsman Wealth Management, Inc. 3.93% Reduce -1.0% 33,318 $8.4M
Ieq Capital, LLC 0.04% Add +1.1% 32,935 $8.3M
Schmidt P J Investment Management Inc. 1.29% Reduce -2.0% 32,931 $8.3M
Staley Capital Advisers Inc. 0.32% No change 32,810 $8.3M
Valor Advisors LLC 6.04% No change 32,477 $8.2M
Empirical Asset Management, LLC 1.84% Reduce -8.3% 32,446 $8.2M
Fortitude Family Office, LLC 1.58% No change 32,215 $8.1M
Wealth Enhancement Trust Services, Inc. 0.90% New 32,169 $8.1M
Summit Financial Consulting LLC 5.45% Add +1666.0% 31,841 $8.0M
CPR Investments Inc. 6.00% Add +23.9% 30,918 $7.8M
Pettyjohn, Wood & White, Inc. 1.11% No change 30,220 $7.6M
WealthBridge Capital Management, LLC 1.51% Reduce -3.6% 30,218 $7.6M
1832 Asset Management L.P. 0.01% Add +12.2% 29,900 $7.5M
CFS Investment Advisory Services, LLC 0.50% Reduce -6.7% 30,884 $7.5M
First Heartland Consultants, Inc. 0.49% Reduce -4.7% 29,777 $7.5M
Ssi Investment Management LLC 2.58% Add +0.5% 29,758 $7.5M
Blair William & Co. 0.02% Add +1.1% 29,713 $7.5M
Integrity Alliance, Llc. 0.23% Reduce -9.2% 29,147 $7.4M
Runnymede Capital Advisors, Inc. 4.35% Reduce -0.1% 28,930 $7.3M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -2.0% 28,858 $7.3M
AQR Capital Management 0.00% Add +58.8% 28,645 $7.2M
Ameritas Advisory Services, LLC 0.15% Add +19.7% 28,600 $7.2M
US Bancorp \de 0.01% Add +2.2% 28,085 $7.1M
Brown Advisory Inc. 0.01% Add +3.3% 27,803 $7.0M
Quotient Wealth Partners, LLC 0.17% Reduce -0.7% 27,770 $7.0M
Valmark Advisers, Inc. 0.07% Add +1.0% 27,663 $7.0M
Natixis Advisors, LLC 0.01% Add +5.7% 27,455 $6.9M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +65.7% 27,387 $6.9M
Gallagher Capital Advisors, LLC 3.95% Add +5.0% 27,388 $6.9M
Montecito Bank & Trust 1.03% Reduce -0.4% 27,245 $6.9M
Koshinski Asset Management, Inc. 0.36% Add +0.1% 27,063 $6.8M
Security Financial Services, INC. 0.94% Reduce -0.7% 26,906 $6.8M
Stephens Inc. 0.08% Reduce -0.5% 26,560 $6.7M
AdvisorShares Investments LLC 0.80% Add +189.0% 26,393 $6.7M
Sigma Planning Corp 0.17% Reduce -20.1% 26,378 $6.7M
CreativeOne Wealth, LLC 0.14% Add +15.9% 26,370 $6.7M
Carnegie Investment Counsel 0.13% Reduce -3.9% 26,353 $6.6M
MA Private Wealth 0.99% Reduce -39.2% 26,280 $6.6M
First National Bank of Omaha 0.19% Add +0.3% 26,870 $6.6M
Financial Freedom, LLC 3.04% Reduce -0.3% 26,237 $6.6M
Ethos Financial Group, LLC 0.44% Reduce -0.8% 25,895 $6.5M
Ciovacco Capital Management LLC 2.90% Add +0.7% 25,866 $6.5M
S&A Financial Services, Inc. 3.97% Reduce -11.3% 25,761 $6.5M
Centerline Wealth Advisors, LLC 2.03% Reduce -17.8% 25,688 $6.5M
Avidian Wealth Enterprises, LLC 0.18% Reduce -1.1% 25,661 $6.5M
Parallel Advisors, LLC 0.10% Add +1.9% 25,399 $6.4M
Forthright Family Wealth Advisory LLC 3.62% Reduce -16.1% 25,388 $6.4M
Elevated Financial Group LLC 1.80% Add +3.9% 25,314 $6.4M
Focus Financial Network, Inc. 0.19% Add +1.1% 24,743 $6.2M
Citizens Financial Group Inc. 0.07% Add +0.0% 24,650 $6.2M
XTX Topco Ltd 0.08% New 24,569 $6.2M
Fort Washington Investment Advisors Inc. 0.03% Reduce -1.2% 24,467 $6.2M
USA Financial Formulas 1.12% — 24,341 $6.1M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -1.3% 24,313 $6.1M
Gilliland Jeter Wealth Management LLC 1.61% Add +0.4% 24,307 $6.1M
Eagle Strategies LLC 0.61% Reduce -7.4% 24,302 $6.1M
Financial Life Advisors 1.73% Reduce -50.3% 24,153 $6.1M
Cornerstone Wealth Management, LLC 0.26% Add +3.0% 23,870 $6.0M
Money Concepts Capital Corp. 0.28% Add +19.8% 23,780 $6.0M
WBH Advisory Inc. 0.40% No change 23,717 $6.0M
Keybank National Association 0.02% Add +1.9% 23,174 $5.8M
Geneos Wealth Management Inc. 0.12% Add +0.4% 23,080 $5.8M
Weinberger Asset Management, Inc 1.86% Add +0.0% 24,422 $5.8M
Vise Technologies, Inc. 0.07% Add +211.3% 22,885 $5.8M
DT Investment Partners, LLC 0.43% No change 22,678 $5.7M
Rathbones Group PLC 0.02% Reduce -4.8% 22,596 $5.7M
Laurel Wealth Advisors LLC 0.55% Reduce -0.2% 22,566 $5.7M
IFG Advisory, LLC 0.20% Add +1942.6% 22,264 $5.6M
Elwood & Goetz Wealth Advisory Group, LLC 0.81% Add +0.7% 21,828 $5.5M
Mgo One Seven LLC 0.09% Add +3.1% 21,570 $5.4M
Meridian Wealth Management, LLC 0.16% Add +9.0% 21,052 $5.3M
O'shaughnessy Asset Management, LLC 0.02% Reduce -9.2% 21,013 $5.3M
Foundations Investment Advisors, LLC 0.05% Add +14.0% 20,894 $5.3M
Liberty Wealth Management LLC 0.66% No change 28,877 $5.2M
Ascent Group, LLC 0.16% Reduce -1.6% 20,600 $5.2M
Arkadios Wealth Advisors 0.08% Reduce -2.3% 20,475 $5.2M
Cibc World Market Inc. 0.01% Add +0.6% 20,377 $5.1M
Kestra Private Wealth Services, LLC 0.06% Reduce -4.8% 20,042 $5.1M
Clifford Swan Investment Counsel LLC 0.16% Reduce -0.2% 20,000 $5.0M
Hemming& Wealth Management, Inc. 3.06% Reduce -71.1% 19,938 $5.0M
Counterweight Ventures, LLC 2.49% Reduce -1.3% 19,807 $5.0M
Beacon Pointe Advisors, LLC 0.02% Add +20.5% 19,325 $4.9M
Global Retirement Partners, LLC 0.07% — 19,322 $4.9M
Acropolis Investment Management, LLC 0.19% Reduce -2.4% 19,300 $4.9M
Lakeshore Financial Planning, Inc. 1.55% Add +3.9% 19,141 $4.8M
Mutual Advisors, LLC 0.09% Reduce -5.5% 19,027 $4.8M
Midwest Trust Co 0.05% Reduce -2.0% 18,998 $4.8M
Peapack Gladstone Financial Corp. 0.05% Reduce -1.9% 18,839 $4.8M
Tennessee Valley Asset Management Partners 0.52% Add +6.4% 18,762 $4.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.23% Reduce -5.4% 18,730 $4.7M
Inscription Capital, LLC 0.42% Add +2.8% 18,570 $4.7M
Cypress Wealth Services, LLC 0.57% Reduce -0.3% 18,410 $4.6M
Quest 10 Wealth Builders, Inc. 3.59% Add +1.2% 18,329 $4.6M
Parsons Capital Management Inc. 0.21% Add +5.0% 18,141 $4.6M
Joel Isaacson & Co., LLC 0.13% Add +0.0% 18,140 $4.6M
Snowden Capital Advisors LLC 0.11% Reduce -1.3% 18,113 $4.6M
Pinnacle Associates Ltd. 0.05% Reduce -3.2% 18,112 $4.6M
Stock Yards Bank & Trust Co. 0.13% Add +18.0% 17,793 $4.5M
Caprock Group, LLC 0.09% Reduce -0.2% 17,783 $4.5M
D.A. Davidson & Co. 0.02% Reduce -17.5% 17,704 $4.5M
Connecticut Wealth Management, LLC 0.17% Reduce -3.8% 17,688 $4.5M
Horst & Graben Wealth Management LLC 0.58% Reduce -0.7% 17,838 $4.4M
VestGen Advisors, LLC 0.13% Add +11.9% 17,467 $4.4M
RFG Advisory, LLC 0.07% Add +0.0% 17,169 $4.3M
Flow Traders U.S. LLC 0.18% New 17,158 $4.3M
Concurrent Investment Advisors, LLC 0.04% Reduce -5.4% 17,110 $4.3M
Terra Nova Asset Management LLC 2.63% Add +5.2% 17,021 $4.3M
Centaurus Financial, Inc. 0.17% Add +38.8% 16,861 $4.3M
Western Wealth Management, LLC 0.14% Reduce -2.2% 16,799 $4.2M
Ayalon Insurance Comp Ltd. 0.52% No change 16,800 $4.2M
Haverford Trust Co 0.04% No change 16,784 $4.2M
HB Wealth Management, LLC 0.02% Reduce -1.9% 16,774 $4.2M
Matthew Goff Investment Advisor, LLC 0.71% Reduce -1.4% 16,670 $4.2M
Wallace Hart LLC 2.61% Add +6.9% 16,531 $4.2M
Focus Partners Advisor Solutions, LLC 0.04% Add +4.9% 16,530 $4.2M
TSA Wealth Managment LLC 1.17% Reduce -9.7% 16,376 $4.1M
Cahill Financial Advisors Inc. 0.40% Reduce -6.6% 16,375 $4.1M
Client 1ST Advisory Group, LLC 1.10% Add +1.4% 16,287 $4.1M
Wealthspire Advisors, LLC 0.02% Add +19.8% 16,263 $4.1M
Tyche Wealth Partners LLC 0.57% Add +0.3% 16,055 $4.0M
Arete Wealth Advisors, LLC 0.27% New 16,036 $4.0M
Flagstar Securities, Inc. 1.22% Add +10.4% 16,013 $4.0M
Apollon Wealth Management, LLC 0.05% Reduce -21.2% 15,994 $4.0M
Mullooly Asset Management, Inc. 1.24% Add +0.4% 15,926 $4.0M
First Manhattan Co. Llc. 0.01% Reduce -0.1% 15,903 $4.0M
Gotham Asset Management 0.01% Reduce -1.0% 15,766 $4.0M
Teucrium Investment Advisors, LLC 3.54% New 15,760 $4.0M
May Hill Capital, LLC 0.83% Add +14.8% 15,745 $4.0M
Icon Wealth Advisors, LLC 0.24% Reduce -1.9% 15,600 $3.9M
Regal Investment Advisors LLC 0.20% Add +1.7% 15,520 $3.9M
Wealth Alliance, LLC 0.33% Reduce -3.3% 15,443 $3.9M
Sanchez Gaunt Capital Management, LLC 2.17% Reduce -1.0% 15,441 $3.9M
Waverly Advisors, LLC 0.02% Add +4.5% 15,411 $3.9M
Sovran Advisors, LLC 0.29% Reduce -8.3% 16,689 $3.9M
Adams Wealth Management 0.74% Reduce -1.9% 15,323 $3.9M
CacheTech Inc. 0.63% Reduce -1.9% 15,323 $3.9M
Choreo, LLC 0.04% Reduce -3.2% 15,242 $3.8M
Commonwealth Financial Services, LLC 0.52% Reduce -2.3% 15,205 $3.8M
Promethium Advisors,llc 1.82% Reduce -1.5% 15,060 $3.8M
Leeward Financial Partners, LLC 0.99% No change 15,002 $3.8M
MMBG Investment Advisors Co. 0.30% No change 14,991 $3.8M
Integrity Advisory Solutions, LLC 0.39% Reduce -1.9% 14,985 $3.8M
Forte Asset Management LLC 1.54% Reduce -8.8% 14,958 $3.8M
Second Half Financial Partners, LLC 1.55% Add +0.7% 14,955 $3.8M
W Advisors, LLC 1.70% Reduce -0.1% 14,834 $3.7M
Ewa, LLC 0.67% Add +2.4% 14,579 $3.7M
Trustmark Bank Trust Department 0.22% Reduce -0.2% 14,395 $3.6M
Stonebridge Financial Group, LLC 0.50% — 14,238 $3.6M
First United Bank & Trust 1.03% Reduce -2.8% 14,137 $3.6M
Daybright Advisory Services, Inc. 0.82% Reduce -54.6% 14,506 $3.5M
Avior Wealth Management, LLC 0.09% Add +17.3% 13,673 $3.4M
Lakeshore Capital Group, Inc. 2.54% Reduce -0.5% 13,621 $3.4M
Glenview Trust Co 0.05% Reduce -9.8% 13,587 $3.4M
Tempus Wealth Planning, LLC 0.67% Reduce -2.4% 13,504 $3.4M
Roof Eidam Maycock Peralta, LLC 0.67% No change 13,408 $3.4M
Savant Capital, LLC 0.01% Add +4.0% 13,333 $3.4M
Silver Oak Securities, Incorporated 0.20% Add +13.0% 13,332 $3.4M
Earned Wealth Advisors, LLC 0.22% Add +17.8% 13,317 $3.4M
Waddell & Associates, LLC 0.17% No change 13,316 $3.4M
Eq LLC 0.82% Add +6.7% 13,310 $3.4M
Conservest Capital Advisors, Inc. 0.27% Reduce -1.5% 13,284 $3.4M
Condor Capital Management 0.25% Reduce -7.9% 13,282 $3.4M
PFG Investments, LLC 0.13% Reduce -1.5% 13,082 $3.3M
Financial Perspectives, Inc 0.80% Add +0.6% 12,996 $3.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -8.5% 12,624 $3.2M
LongView Wealth Management 0.81% Reduce -1.4% 12,509 $3.2M
LRI Investments, LLC 0.25% No change 12,465 $3.1M
Concorde Asset Management, LLC 1.79% Add +4.3% 12,266 $3.1M
Nuveen, LLC 0.00% New 12,159 $3.1M
Duncker Streett & Co. Inc. 0.52% Reduce -10.3% 12,153 $3.1M
Montis Financial, LLC 0.62% Reduce -2.5% 12,085 $3.0M
AE Wealth Management LLC 0.01% Reduce -12.9% 12,024 $3.0M
Keystone Wealth Services, LLC 0.56% Add +0.3% 11,984 $3.0M
Amundi 0.00% Reduce -31.3% 11,907 $3.0M
Benjamin Edwards Inc. 0.03% Add +2.3% 11,855 $3.0M
Principal Securities, Inc. 0.04% Reduce -68.1% 11,858 $3.0M
KKM Financial LLC 0.41% Reduce -12.2% 11,857 $3.0M
Virtue Capital Management, LLC 0.40% New 11,808 $3.0M
Outlook Wealth Advisors, LLC 0.64% Add +3.1% 11,758 $3.0M
Allworth Financial LP 0.01% Reduce -6.1% 11,740 $3.0M
AdvisorNet Financial, Inc 0.13% Add +3.7% 11,642 $2.9M
Bragg Financial Advisors, Inc 0.08% Reduce -0.6% 11,615 $2.9M
Oak Barrel Wealth Advisory LLC 1.29% — 11,580 $2.9M
Principle Wealth Partners LLC 0.14% No change 11,548 $2.9M
Nwam LLC 0.15% Reduce -1.9% 11,542 $2.9M
Mayflower Financial Advisors, LLC 0.25% Reduce -12.2% 11,542 $2.9M
Redwood Financial Network Corp 1.60% Add +4.6% 11,456 $2.9M
ONE Advisory Partners, LLC 0.78% Reduce -4.7% 11,300 $2.9M
NorthRock Partners, LLC 0.04% Reduce -23.6% 11,188 $2.8M
SeaCrest Wealth Management, LLC 0.31% Add +0.5% 11,159 $2.8M
Dale Q Rice Investment Management Ltd 1.52% Reduce -0.5% 11,143 $2.8M
Ballew Advisors, Inc 1.45% Add +0.0% 11,538 $2.8M
Market Street Wealth Management Advisors LLC 0.40% Reduce -1.1% 11,116 $2.8M
Aptus Capital Advisors, LLC 0.02% Add +18.4% 11,098 $2.8M
Steelhead Wealth Management LLC 1.11% Reduce -3.7% 10,929 $2.8M
Legacy Private Trust Co. 0.15% Reduce -2.4% 10,895 $2.7M
Castle Rock Wealth Management, LLC 0.54% Reduce -2.2% 11,002 $2.7M
Canvas Wealth Advisors, LLC 0.38% No change 10,702 $2.7M
Patriot Financial Group Insurance Agency, LLC 0.28% Reduce -50.0% 10,682 $2.7M
Allen Investment Management, LLC 0.03% No change 10,606 $2.7M
Nova Wealth Management, Inc. 1.48% Reduce -27.8% 10,601 $2.7M
Apollon Financial, LLC 0.31% Reduce -1.4% 10,539 $2.7M
Moneta Group Investment Advisors LLC 0.02% Add +13.2% 10,480 $2.6M
Sonata Capital Group Inc. 0.85% No change 10,480 $2.6M
Global Financial Private Client, LLC 0.72% No change 10,464 $2.6M
Coastal Bridge Advisors, LLC 0.16% No change 10,410 $2.6M
Apella Capital, LLC 0.04% Add +0.0% 10,760 $2.6M
NCM Capital Management, LLC 0.81% Reduce -0.6% 10,359 $2.6M
Avid Wealth Partners LLC 1.26% Reduce -60.5% 10,348 $2.6M
Patten & Patten Inc. 0.14% No change 10,273 $2.6M
Avalon Capital Management 0.61% New 10,265 $2.6M
Wesbanco Bank Inc. 0.06% Add +0.1% 10,225 $2.6M
Oppenheimer & Co. Inc. 0.03% Add +0.1% 10,119 $2.6M
Brookstone Capital Management 0.03% Add +0.0% 10,047 $2.5M
B. Riley Wealth Advisors, Inc. 0.14% Add +1.4% 10,286 $2.5M
Wealthspire Retirement, LLC 0.14% Reduce -0.0% 10,059 $2.5M
Beacon Financial Group 0.23% Reduce -1.5% 9,927 $2.5M
WealthCare Investment Partners, LLC 0.61% Reduce -2.8% 9,895 $2.5M
Kovack Advisors, Inc. 0.12% Reduce -12.5% 9,955 $2.5M
International Assets Investment Management, LLC 0.15% Add +9.0% 9,994 $2.5M
Magnus Financial Group LLC 0.18% Add +0.1% 9,825 $2.5M
Visionary Wealth Advisors 0.10% Reduce -0.6% 9,810 $2.5M
Northside Capital Management, LLC 0.20% No change 9,800 $2.5M
Westbourne Investments, Inc. 0.99% Add +2.5% 9,618 $2.4M
Csenge Advisory Group 0.10% Reduce -3.0% 9,568 $2.4M
Maltin Wealth Management, Inc. 0.80% Reduce -0.3% 9,510 $2.4M
Diversify Advisory Services, LLC 0.04% New 10,188 $2.4M
Diversify Wealth Management, LLC 0.04% Add +9.5% 10,188 $2.4M
Carret Asset Management, LLC 0.20% Reduce -0.5% 9,262 $2.3M
Lake Street Private Wealth, LLC 0.27% Reduce -0.2% 9,258 $2.3M
Meridian Management Co. 0.52% No change 9,200 $2.3M
Rwa Wealth Partners, LLC 0.02% No change 9,146 $2.3M
Kelly Financial Services LLC 0.49% Reduce -2.1% 9,089 $2.3M
First National Trust Co 0.08% No change 9,039 $2.3M
Aviance Capital Partners, LLC 0.23% Reduce -3.6% 8,886 $2.2M
Investment Advisory Group, LLC 0.48% Add +1.0% 8,822 $2.2M
Maia Wealth LLC 0.33% Reduce -8.5% 8,810 $2.2M
Samara Investment Management, LLC 2.03% Add +2.2% 8,757 $2.2M
Fifth Third Wealth Advisors LLC 0.06% Add +1.3% 8,694 $2.2M
Advisory Alpha, LLC 0.05% Reduce -4.5% 8,609 $2.2M
HRT Financial LP 0.00% New 8,606 $2.2M
HCR Wealth Advisors 0.19% Reduce -1.6% 8,516 $2.1M
Balance Wealth Partners LLC 0.57% Add +0.5% 8,508 $2.1M
TD Waterhouse Canada Inc. 0.01% Add +24.1% 8,622 $2.1M
Boston Family Office LLC 0.13% Reduce -10.5% 8,500 $2.1M
AlphaCore Capital LLC 0.04% Reduce -10.4% 8,483 $2.1M
Chesley Taft & Associates LLC 0.08% Reduce -1.5% 8,421 $2.1M
Freestone Capital Holdings, LLC 0.06% Add +1.4% 8,379 $2.1M
Modern Wealth Management, LLC 0.03% Add +6.7% 8,372 $2.1M
DAVENPORT & Co LLC 0.01% Add +2.3% 8,370 $2.1M
Franklin Resources Inc. 0.00% No change 8,334 $2.1M
Allied Private Wealth LLC 1.34% — 8,538 $2.1M
Lewis Asset Management, LLC 0.73% Reduce -0.4% 8,277 $2.1M
CX Institutional 0.06% Reduce -0.6% 8,205 $2.1M
Cpwa, LLC 2.40% Reduce -2.0% 8,198 $2.1M
Intrepid Financial Planning Group LLC 0.70% Add +0.1% 8,198 $2.1M
Advus Financial Partners, LLC 0.47% Reduce -28.2% 8,192 $2.1M
Aprio Wealth Management, LLC 0.10% Reduce -0.4% 8,059 $2.0M
Meridian Wealth Advisors, LLC 0.23% Reduce -0.3% 8,051 $2.0M
Bawa N Mallick Trust 0.65% No change 8,000 $2.0M
Sharkey, Howes & Javer 0.24% Reduce -0.2% 7,941 $2.0M
Pallas Capital Advisors LLC 0.06% Add +7.3% 7,917 $2.0M
QRG Capital Management, Inc. 0.02% Reduce -0.9% 7,866 $2.0M
NewEdge Wealth, LLC 0.02% Reduce -2.0% 7,847 $2.0M
Private Trust Co. NA 0.16% Reduce -0.1% 7,837 $2.0M
Navellier & Associates Inc. 0.16% Add +67.0% 7,835 $2.0M
Victory Financial Group, LLC 0.21% Add +12.0% 7,784 $2.0M
West Wealth Group, LLC 0.32% Reduce -22.3% 7,744 $2.0M
Unique Wealth, LLC 0.23% Add +1.9% 7,741 $2.0M
Tower Research Capital LLC (TRC) 0.05% Add +476.2% 7,629 $1.9M
Asempa Wealth Advisors 1.46% Reduce -3.4% 7,573 $1.9M
Certified Advisory Corp 0.15% Add +59.1% 7,551 $1.9M
Sowell Financial Services LLC 0.06% Reduce -34.5% 7,539 $1.9M
Kiley Juergens Wealth Management, LLC 0.30% Reduce -0.3% 7,509 $1.9M
Moors & Cabot, Inc. 0.07% Reduce -1.5% 7,495 $1.9M
Rossby Financial, LCC 0.34% Reduce -7.2% 7,399 $1.9M
Greenspring Advisors, LLC 0.10% Reduce -0.4% 7,329 $1.8M
Elevation Point Wealth Partners, LLC 0.03% Add +0.1% 7,322 $1.8M
Summit Wealth Group LLC / Co. 0.15% Reduce -3.7% 7,290 $1.8M
BridgePort Financial Solutions, LLC 0.47% Reduce -27.0% 7,253 $1.8M
Stratos Investment Management, LLC 0.07% Add +11.0% 7,250 $1.8M
Maloon Powers Pitre Higgins & Dennehy, LLC 0.63% — 7,243 $1.8M
Kaydan Wealth Management, Inc. 0.55% No change 7,185 $1.8M
Compass Financial Group, Inc. (Ohio) 1.21% Reduce -9.7% 7,172 $1.8M
Curi Capital, LLC 0.03% Reduce -7.2% 7,108 $1.8M
Clear Creek Financial Management, LLC 0.12% Add +1.4% 7,094 $1.8M
Pinnacle Financial Partners, Inc. 0.01% Reduce -9.2% 7,035 $1.8M
Westside Investment Management, Inc. 0.23% Add +2.5% 7,007 $1.8M
First Citizens Bank & Trust Co. 0.03% Add +0.6% 6,995 $1.8M
Saxon Interests, Inc. 0.48% Reduce -3.7% 6,935 $1.7M
American Institute for Advanced Investment Management, LLP 1.01% Add +2.2% 6,929 $1.7M
Lanark Financial, Inc. 0.12% Reduce -0.1% 6,878 $1.7M
Americana Partners, LLC 0.04% Reduce -0.8% 6,840 $1.7M
Insigneo Advisory Services, LLC 0.06% Add +107.3% 6,797 $1.7M
Adell Harriman & Carpenter Inc. 0.09% Reduce -2.0% 6,788 $1.7M
Aurora Private Wealth, Inc. 1.08% Add +0.0% 6,764 $1.7M
First Western Trust Bank 0.08% No change 6,700 $1.7M
Maryland Capital Advisors Inc. 0.54% — 6,680 $1.7M
Olde Wealth Management, LLC 0.48% No change 6,667 $1.7M
CWA Asset Management Group, LLC 0.05% Reduce -2.1% 6,651 $1.7M
Empowered Funds, LLC 0.01% Reduce -2.0% 6,632 $1.7M
Ridgeline Wealth, LLC 0.98% Reduce -0.2% 6,617 $1.7M
Cyndeo Wealth Partners, LLC 0.08% Reduce -21.8% 6,565 $1.7M
Blue Trust, Inc. 0.02% Reduce -27.2% 6,539 $1.6M
Purewater Capital LLC 1.18% Add +16.5% 6,499 $1.6M
Harmony Asset Management LLC 0.44% Reduce -1.3% 6,498 $1.6M
Brooktree Capital Management 1.07% No change 6,476 $1.6M
M3 Advisory Group, LLC 0.85% Reduce -7.4% 6,462 $1.6M
Zhang Financial LLC 0.05% No change 6,454 $1.6M
Firethorn Wealth Partners, LLC 0.52% Add +24.4% 6,386 $1.6M
Two Sigma Securities, LLC 0.14% New 6,385 $1.6M
Willner & Heller, LLC 1.01% Reduce -1.8% 6,372 $1.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -29.8% 6,352 $1.6M
Graves Light Lenhart Wealth, Inc. 0.15% No change 6,348 $1.6M
Summit Financial, LLC 0.02% Add +41.8% 6,324 $1.6M
Berkeley Capital Partners, LLC 0.33% Add +4.3% 6,280 $1.6M
Essex Financial Services, Inc. 0.08% Reduce -3.0% 6,254 $1.6M
MLG Wealth Management DBA Pine Grove Financial Group 0.16% Reduce -7.1% 6,238 $1.6M
Ibex Wealth Advisors 0.12% Reduce -43.5% 6,234 $1.6M
Sei Investments Co. 0.00% Add +66.1% 6,161 $1.6M
Dagco, Inc. 0.28% Reduce -0.1% 6,107 $1.5M
PKS Advisory Services, LLC 0.24% Reduce -5.5% 6,073 $1.5M
Lavaca Capital LLC 0.16% No change 6,059 $1.5M
Creative Financial Designs Inc. 0.07% Reduce -72.9% 6,048 $1.5M
Comprehensive Financial Planning, Inc. 0.81% Add +0.5% 6,032 $1.5M
Keeler & Nadler Financial Planning & Wealth Management 0.43% Reduce -17.6% 6,029 $1.5M
Worth Asset Management, LLC 0.48% New 5,996 $1.5M
Harbor Investment Advisory, LLC 0.10% Reduce -0.1% 5,898 $1.5M
Wealthstar Advisors, LLC 0.74% Reduce -5.8% 5,879 $1.5M
Montz Harcus Wealth Management LLC 0.52% Reduce -35.5% 5,811 $1.5M
Patriot Investment Management Group, Inc. 0.08% No change 5,789 $1.5M
Park National Corp. 0.04% Reduce -0.5% 5,773 $1.5M
Petix & Botte Co 0.29% Add +100.0% 5,758 $1.5M
Invictus Private Wealth, LLC 0.08% No change 5,749 $1.5M
Wedbush Securities Inc. 0.04% Reduce -0.6% 5,750 $1.4M
Clearstead Advisors, LLC 0.01% Reduce -3.8% 5,731 $1.4M
Chapin Davis, Inc. 0.25% Reduce -0.3% 5,700 $1.4M
World Investment Advisors 0.02% Reduce -38.3% 7,825 $1.4M
Greenleaf Trust 0.01% Reduce -1.0% 5,657 $1.4M
Cassaday & Co Wealth Management LLC 0.03% No change 5,620 $1.4M
Tradition Wealth Management, LLC 0.09% No change 5,596 $1.4M
Beacon Bridge Wealth Partners, LLC 0.40% Reduce -39.9% 5,595 $1.4M
Westwood Wealth Management 0.41% Reduce -3.8% 5,590 $1.4M
Moulton Wealth Management, Inc. 0.93% Reduce -0.2% 5,644 $1.4M
Hudson Portfolio Management LLC 1.06% Reduce -8.6% 5,575 $1.4M
Shared Vision Wealth Group LLC 0.48% Reduce -4.5% 5,574 $1.4M
HighPoint Advisor Group LLC 0.05% Add +15.2% 5,563 $1.4M
Balboa Wealth Partners 0.19% Add +326.0% 5,508 $1.4M
MKT Advisors LLC 0.43% Reduce -6.7% 5,707 $1.4M
Savvy Advisors, Inc. 0.03% Add +93.1% 5,426 $1.4M
Sax Wealth Advisors, LLC 0.06% Add +0.9% 7,525 $1.4M
Fortis Group Advisors, LLC 0.22% Reduce -0.1% 5,390 $1.4M
Granville Capital, Inc. 0.60% Add +0.0% 5,355 $1.4M
Accredited Investors Inc. 0.06% Reduce -22.1% 5,307 $1.3M
WealthPlan Investment Management, LLC 0.07% Reduce -9.0% 5,302 $1.3M
Russell Investments Group, Ltd. 0.00% Add +11.3% 5,278 $1.3M
Symphony Financial Services, Inc. 0.60% Reduce -1.9% 5,270 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -14.0% 5,250 $1.3M
Concord Wealth Partners 0.15% Reduce -0.8% 5,210 $1.3M
KM Capital Management Ltd. 0.62% New 5,206 $1.3M
Palumbo Wealth Management LLC 0.27% No change 5,200 $1.3M
Old North State Wealth Management, LLC 0.56% Add +10.3% 5,177 $1.3M
Signaturefd, LLC 0.02% Add +398.6% 5,176 $1.3M
Strategic Financial Concepts, LLC 0.39% Reduce -7.7% 5,167 $1.3M
Yukon Wealth Management, Inc. 0.37% Reduce -9.0% 5,152 $1.3M
Tactive Advisors, LLC 0.32% Add +1.2% 5,133 $1.3M
Montag A & Associates Inc. 0.05% Reduce -9.8% 5,130 $1.3M
Capital Analysts, LLC 0.03% Add +6.1% 5,096 $1.3M
Qube Research & Technologies Ltd 0.00% Add +22.2% 5,087 $1.3M
Dakota Wealth Management 0.02% No change 5,075 $1.3M
Advyzon Investment Management, LLC 0.09% Reduce -13.3% 5,031 $1.3M
Plancorp, LLC 0.03% New 5,142 $1.3M
Courier Capital LLC 0.06% No change 4,979 $1.3M
Choate Investment Advisors 0.02% No change 4,950 $1.2M
UNIVEST FINANCIAL Corp 0.06% No change 4,934 $1.2M
Rede Wealth, LLC 0.41% No change 4,868 $1.2M
FAS Wealth Partners, Inc. 0.06% No change 4,864 $1.2M
Penobscot Wealth Management 0.33% Reduce -1.9% 4,860 $1.2M
Capital Investment Advisory Services, LLC 0.08% Add +0.9% 4,859 $1.2M
Unified Investment Management 1.14% Reduce -9.2% 4,855 $1.2M
Signature Estate & Investment Advisors LLC 0.02% Add +7.5% 4,829 $1.2M
Sierra Summit Advisors LLC 0.14% Reduce -10.2% 4,812 $1.2M
Retirement Wealth Solutions LLC 0.67% No change 4,808 $1.2M
Lighthouse Financial LLC 0.63% No change 4,795 $1.2M
Cardinal Point Capital Management ULC 0.07% Reduce -1.5% 4,775 $1.2M
Triad Wealth Partners, LLC 0.07% Add +55.1% 4,903 $1.2M
Retirement Planning Group, LLC 0.03% Add +47.5% 4,736 $1.2M
Schnieders Capital Management, Llc. 0.16% Add +1.7% 4,712 $1.2M
BNP Paribas Financial Markets 0.00% Reduce -88.3% 4,710 $1.2M
Glenmede Trust Co. NA 0.01% Reduce -31.1% 4,684 $1.2M
Lane Brothers & Co. Inc. 0.77% Reduce -4.3% 4,683 $1.2M
Northland Securities, Inc. 0.68% Reduce -13.0% 4,658 $1.2M
Smartleaf Asset Management LLC 0.04% No change 4,731 $1.2M
Laurel Oak Wealth Management, LLC 0.17% Reduce -3.4% 4,606 $1.2M
Private Client Services, LLC 0.30% Reduce -3.7% 4,595 $1.2M
Roman Butler Fullerton & Co. 0.28% Add +0.0% 4,735 $1.2M
Burns J W & Co. Inc. 0.12% Reduce -1.1% 4,560 $1.2M
Westmount Partners, LLC 0.25% No change 4,530 $1.1M
Mainstream Capital Management LLC 0.69% Reduce -0.5% 4,515 $1.1M
CrossGen Wealth, LLC 0.88% Add +1.6% 4,488 $1.1M
Tudor Investment Corporation 0.00% New 4,485 $1.1M
Occidental Asset Management, LLC 0.11% Reduce -0.5% 4,482 $1.1M
Riverview Capital Advisers, LLC 0.32% No change 9,834 $1.1M
N.E.W. Advisory Services LLC 0.08% Reduce -15.9% 4,459 $1.1M
Stanich Group LLC 0.71% Reduce -35.0% 4,455 $1.1M
Vestmark Advisory Solutions, Inc. 0.01% Add +0.1% 4,435 $1.1M
Sequoia Financial Advisors, LLC 0.01% No change 4,418 $1.1M
Cornerstone Wealth Group, LLC 0.07% Reduce -2.6% 4,417 $1.1M
Affiance Financial, LLC 0.16% No change 4,400 $1.1M
Integras Partners LLC 0.61% New 4,396 $1.1M
Presidio Capital Management, LLC 0.27% Reduce -5.3% 4,343 $1.1M
Financial Engines Advisors L.L.C. 0.00% Add +0.4% 4,329 $1.1M
Lakeridge Wealth Management LLC 0.40% Reduce -72.9% 4,323 $1.1M
Cooper Financial Group 0.09% Add +0.0% 4,320 $1.1M
Warner Financial, Inc. 0.32% No change 4,313 $1.1M
Modera Wealth Management, LLC 0.01% Add +6.6% 4,275 $1.1M
LiftPoint Family Wealth Advisors LLC 0.73% Reduce -11.6% 4,271 $1.1M
Orange Investment Advisors, Inc. 0.13% Add +0.5% 4,270 $1.1M
Signet Private Wealth LLC 0.85% No change 4,227 $1.1M
Harvest Investment Services, LLC 0.16% Add +41.2% 4,218 $1.1M
Asset Dedication, LLC 0.07% No change 4,187 $1.1M
Neuberger Berman Group LLC 0.00% Add +36.1% 4,174 $1.1M
Root Financial Partners, LLC 0.04% Add +0.2% 4,170 $1.1M
Spinnaker Trust 0.05% Reduce -3.2% 4,148 $1.0M
Nicolet Bankshares Inc. 0.03% Add +44.0% 4,227 $1.0M
Advance Capital Management, Inc. 0.03% No change 4,137 $1.0M
Wealthcare Advisory Partners LLC 0.02% Reduce -38.7% 4,135 $1.0M
Bison Wealth, LLC 0.10% Add +0.6% 4,185 $1.0M
Rik Saylor Financial, Inc. 0.68% Reduce -1.0% 4,079 $1.0M
Valeo Financial Advisors, LLC 0.02% Add +0.9% 4,012 $1.0M
Westover Capital Advisors, LLC 0.17% No change 4,000 $1.0M
Invesco Ltd. 0.00% Reduce -44.2% 3,998 $1.0M
Argyle Capital Partners, LLC 0.63% Add +8.3% 3,963 $1000K
Latitude Advisors, LLC 0.40% Reduce -4.3% 3,963 $1000K
Mission Wealth Management, LP 0.01% Reduce -14.0% 3,939 $994K
Gladstone Institutional Advisory LLC 0.03% Add +5.0% 3,922 $989K
Schuylkill Financial LLC 0.91% — 3,921 $989K
Great Valley Advisor Group, Inc. 0.02% Reduce -1.2% 3,865 $975K
Family Manage LLC 0.10% No change 3,860 $974K
Dodds Wealth, LLC 0.22% Reduce -2.2% 3,851 $971K
Accel Wealth Management 0.22% Reduce -37.1% 3,840 $969K
TrueWealth Advisors, LLC 0.22% Add +6.4% 3,825 $965K
Ausdal Financial Partners, Inc. 0.04% Add +9.1% 3,756 $947K
JB Capital LLC 0.03% Add +5.2% 3,752 $946K
Prudent Investors Network, Inc. 0.18% No change 3,715 $937K
JFS Wealth Advisors, LLC 0.05% No change 3,710 $936K
Davis Wealth Advisors, LLC 0.72% Reduce -53.7% 3,703 $934K
Hilltop Partners LLC 0.23% No change 3,694 $932K
Amicus Financial Advisors, LLC 0.23% No change 3,674 $927K
Kingsview Wealth Management, LLC 0.01% Reduce -32.3% 3,619 $913K
Evolve Private Wealth, LLC 0.06% Reduce -72.4% 3,619 $913K
United Capital Management of KS, Inc. 0.12% Reduce -2.6% 3,574 $901K
BLVD Private Wealth, LLC 0.67% Reduce -0.4% 3,551 $896K
Wetzel Investment Advisors, Inc. 0.31% Reduce -9.5% 3,534 $891K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Add +3.9% 3,512 $886K
Lantz Financial LLC 0.16% Reduce -3.4% 3,496 $882K
Susquehanna International Group, LLP 0.00% Reduce -82.9% 3,483 $879K
EverSource Wealth Advisors, LLC 0.03% Reduce -21.0% 3,461 $873K
Astoria Portfolio Advisors LLC. 0.15% New 3,455 $871K
Daymark Wealth Partners, LLC 0.02% Add +0.5% 3,438 $867K
ASL Financial, LLC 0.61% No change 3,431 $865K
Oxinas Partners, LLC 0.34% Add +0.0% 3,430 $865K
Urban Wealth Management, LLC 0.75% Reduce -3.0% 3,405 $859K
Correct Capital Wealth Management 0.15% No change 3,400 $858K
Avalon Trust Co 0.05% No change 3,396 $857K
Bedminster, LLC 0.73% Reduce -14.3% 3,390 $855K
World Equity Group, Inc. 0.19% Add +3.6% 3,386 $854K
Intrua Financial, LLC 0.08% Add +0.3% 3,375 $851K
Coldstream Capital Management Inc. 0.01% Add +0.0% 3,369 $850K
Nikulski Financial, Inc. 0.18% Reduce -50.1% 3,360 $847K
XML Financial, LLC 0.06% No change 3,352 $845K
Hoxton Planning & Management, LLC 0.22% Reduce -4.9% 3,350 $845K
Essex Bank 0.18% No change 3,345 $844K
Moment Partners, LLC 0.15% No change 3,339 $842K
Visionary Horizons, LLC 0.35% Add +16.6% 3,335 $841K
Mosley Wealth Management 0.26% Reduce -81.0% 3,300 $832K
Avantax Planning Partners, Inc. 0.02% No change 3,296 $831K
Cornerstone Wealth, LLC 0.42% Add +29.7% 3,346 $831K
Interchange Capital Partners, LLC 0.16% Reduce -66.6% 3,284 $828K
Old National Bancorp 0.02% No change 3,248 $819K
Diversified Trust Co. 0.01% Add +2.1% 3,225 $813K
Aspen Investment Management Inc 0.22% No change 3,215 $811K
Main Street Group, LTD 0.20% Add +10.8% 3,213 $810K
Sensible Money, LLC 0.21% No change 3,200 $807K
Columbia Bank 0.18% No change 3,200 $807K
Hilltop Holdings Inc. 0.06% Add +17.5% 3,160 $797K
Ancora Advisors LLC 0.02% Reduce -7.3% 3,149 $794K
TBH Global Asset Management, LLC 0.14% No change 3,128 $789K
Next Level Private LLC 0.15% Reduce -9.6% 3,111 $785K
Naples Global Advisors, LLC 0.05% Reduce -3.1% 3,099 $782K
Bradley Foster & Sargent Inc. 0.01% Reduce -2.2% 3,099 $782K
Howard Capital Management, LLC 0.01% New 3,087 $779K
Fiduciary Group, LLC 0.06% No change 3,044 $768K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 3,037 $766K
Shepherd Financial Partners LLC 0.06% Reduce -84.0% 3,032 $765K
Tobias Financial Advisors, Inc. 0.10% Reduce -0.2% 3,025 $763K
Canal Capital Management, LLC 0.09% Add +0.0% 2,985 $753K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -5.2% 2,983 $753K
Manchester Capital Management LLC 0.10% No change 2,968 $749K
Maridea Wealth Management LLC 0.08% New 2,921 $737K
Spectrum Planning & Advisory Services Inc. 0.33% Reduce -11.2% 2,912 $735K
Chesapeake Wealth Management 0.20% Reduce -14.3% 2,892 $729K
Paces Ferry Wealth Advisors, LLC 0.27% No change 2,892 $729K
Carderock Capital Management Inc. 0.16% No change 2,875 $725K
Schorn Wealth LLC 0.19% Reduce -22.2% 2,866 $723K
PUREfi Wealth, LLC 0.40% Reduce -13.4% 2,865 $723K
Michels Family Financial, LLC 0.46% Reduce -3.3% 2,862 $722K
Madrid Wealth Management, LLC 0.47% Reduce -0.4% 2,855 $720K
Flputnam Investment Management Co. 0.01% Add +14.0% 2,998 $719K
Godfrey Financial Associates, Inc. 0.55% Add +1.6% 2,850 $719K
Kesler, Norman & Wride, LLC 0.11% Reduce -7.0% 2,836 $715K
REDW Wealth LLC 0.25% No change 2,816 $710K
Cambria Investment Management, L.P. 0.04% New 2,807 $708K
Bensler, LLC 0.06% No change 2,771 $699K
Asset Management Group, Inc. 0.10% No change 2,770 $699K
Crestwood Advisors Group, LLC 0.01% Add +5.3% 2,769 $698K
Trek Financial, LLC 0.03% Reduce -3.5% 2,739 $691K
Empower Advisory Group, LLC 0.00% Reduce -37.3% 2,724 $687K
WESPAC Advisors SoCal, LLC 0.12% No change 2,710 $684K
Annis Gardner Whiting Capital Advisors, LLC 0.10% No change 2,700 $681K
HUB Investment Partners, LLC 0.01% New 2,679 $676K
Jackson Wealth Management, LLC 0.40% Reduce -95.1% 2,666 $672K
Samalin Investment Counsel, LLC 0.22% Reduce -9.6% 2,656 $670K
Kanawha Capital Management LLC 0.04% Reduce -1.9% 2,651 $669K
Vontobel Holding Ltd. 0.00% Add +113.1% 2,645 $667K
CVA Family Office, LLC 0.06% No change 2,635 $665K
HT Partners LLC 0.18% No change 2,612 $659K
OMNI 360 Wealth, Inc. 0.30% Add +1.1% 2,610 $658K
Golden State Wealth Management, LLC 0.06% Add +8.6% 2,607 $658K
Legacy Financial Advisors, Inc. 0.08% Reduce -4.8% 2,607 $658K
Smith, Moore & Co. 0.04% No change 2,600 $656K
Ameriflex Group, Inc. 0.27% Reduce -0.3% 2,588 $653K
Prairie Advisory, LLC 0.16% — 2,585 $652K
Asset Advisory Group, Inc. 0.28% Reduce -4.0% 2,580 $651K
Founders Financial Alliance, LLC 0.09% Add +78.0% 2,575 $650K
Leavell Investment Management, Inc. 0.02% Reduce -0.2% 2,570 $648K
Signal Advisors Wealth, LLC 0.03% Reduce -1.4% 2,569 $648K
Buck Wealth Strategies, LLC 0.07% Reduce -46.9% 2,557 $645K
Titleist Asset Management, LLC 0.04% Add +38.4% 2,556 $645K
Scarborough Advisors, LLC 0.07% Reduce -0.1% 2,610 $640K
Thoroughbred Financial Services, LLC 0.03% Add +9.1% 2,532 $638K
Blue Fin Capital, Inc. 0.09% No change 2,524 $637K
Strategy Asset Managers LLC 0.10% Reduce -8.1% 2,522 $636K
McDonald Partners LLC 0.15% Add +38.1% 2,512 $634K
IFG Advisors, LLC 0.09% Add +0.1% 2,510 $633K
Beaird Harris Wealth Management, LLC 0.04% No change 2,505 $632K
Fisher Asset Management 0.00% Reduce -26.2% 2,501 $631K
Advisors Capital Management, LLC 0.01% Add +0.0% 2,489 $628K
Antonelli Financial Advisors, LLC 0.43% Reduce -1.7% 2,461 $621K
XY Planning Network, Inc. 0.08% Add +70.2% 2,446 $617K
Brighton Jones LLC 0.01% Reduce -17.6% 2,435 $614K
Parkside Financial Bank & Trust 0.04% No change 2,426 $612K
Resonant Capital Advisors, LLC 0.03% No change 2,407 $607K
Accurate Wealth Management, LLC 0.06% Reduce -1.5% 2,423 $606K
Ranch Capital Advisors Inc. 0.19% No change 2,400 $605K
Cidel Asset Management Inc. 0.03% No change 2,400 $605K
Fulcrum Equity Management 0.49% Add +23.7% 2,400 $605K
Clark Capital Management Group, Inc. 0.00% Reduce -20.0% 2,393 $603K
Powell Investment Advisors, LLC 0.19% No change 2,386 $602K
Center for Financial Planning, Inc. 0.06% No change 2,384 $601K
Inspire Advisors, LLC 0.04% Reduce -0.6% 2,385 $601K
SCS Capital Management LLC 0.01% No change 2,370 $598K
Main Street Financial Solutions, LLC 0.04% Reduce -14.4% 2,368 $597K
Peddock Capital Advisors, LLC 0.12% No change 2,368 $597K
PFG Advisors 0.03% Reduce -35.1% 2,361 $596K
Transcend Capital Advisors, LLC 0.04% Reduce -0.4% 2,360 $595K
Bailard, Inc. 0.01% Add +1.8% 2,347 $592K
Tilson Financial Group, Inc. 0.16% No change 2,338 $590K
Westfuller Advisors, LLC 0.21% No change 2,330 $588K
Altfest L J & Co. Inc. 0.06% No change 2,330 $588K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -1.5% 2,313 $584K
Warm Springs Advisors Inc. 0.40% No change 2,312 $583K
Stonebrook Private Inc. 0.11% Reduce -3.0% 2,307 $582K
Ignite Planners, LLC 0.08% Add +4.5% 2,302 $581K
Wealthgarden F.S. LLC 0.33% Reduce -0.6% 2,298 $580K
Independence Bank of Kentucky 0.07% No change 2,296 $579K
BIP Wealth, LLC 0.02% No change 2,293 $578K
Garrison Point Advisors, LLC 0.23% No change 2,290 $578K
Crescent Grove Advisors, LLC 0.05% No change 2,272 $573K
StoneX Group Inc. 0.02% Add +9.7% 2,256 $569K
Washington Trust Bank 0.04% Reduce -8.4% 2,255 $569K
Weaver Consulting Group 0.12% No change 2,254 $568K
Elevation Wealth Management LLC 0.42% Reduce -0.6% 2,246 $567K
New Insight Wealth Advisors 0.17% No change 2,237 $564K
D. E. Shaw & Co. 0.00% New 2,232 $563K
One Charles Private Wealth Services, LLC 0.13% Add +18.1% 2,224 $561K
WealthShield Partners, LLC 0.09% Reduce -3.6% 2,212 $558K
Facet Wealth, Inc. 0.01% Reduce -8.2% 2,208 $557K
JT Stratford LLC 0.06% Add +5.9% 2,200 $555K
BOK Financial Private Wealth, Inc. 0.03% No change 2,200 $555K
Chicago Partners Investment Group LLC 0.01% Reduce -1.5% 2,323 $554K
Livet Wealth, LLC 0.32% Reduce -2.7% 2,193 $553K
Evolution Wealth Management Inc. 0.32% Reduce -0.6% 2,190 $552K
AlTi Global, Inc. 0.01% No change 2,166 $546K
Harbour Trust & Investment Management Co 0.05% No change 2,157 $544K
Strathmore Capital Advisors, Inc. 0.15% Reduce -16.5% 2,222 $543K
Vision Retirement, LLC 0.13% Reduce -1.0% 2,142 $540K
Accelerate Investment Advisors LLC 0.31% No change 2,140 $540K
Atlantic Edge Private Wealth Management, LLC 0.11% No change 2,140 $540K
Garde Capital, Inc. 0.02% No change 2,138 $539K
Sound Income Strategies, LLC 0.02% Add +25.4% 2,136 $539K
Eagle Wealth Advisors LLC 0.41% No change 2,136 $539K
Sutton Place Investors LLC 0.26% Reduce -0.3% 2,116 $534K
Steinberganna Wealth Management 0.22% Add +0.1% 2,109 $532K
Silicon Valley Capital Partners 0.04% Reduce -4.5% 2,107 $532K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.11% No change 2,107 $531K
OFS Enterprise LLC 0.14% Add +7.9% 2,100 $530K
Madson Wealth Advisors Inc 0.36% Reduce -5.4% 2,098 $529K
D L Carlson Investment Group Inc. 0.08% Reduce -1.3% 2,088 $527K
Marex Group Ltd 0.00% Reduce -56.7% 2,088 $527K
Acorn Wealth Advisors, LLC 0.13% Reduce -3.1% 2,057 $519K
Center for Wealth Management Advisory 0.32% No change 2,052 $518K
First City Capital Management, Inc. 0.25% No change 2,050 $517K
Jacobi Capital Management LLC 0.03% No change 2,044 $516K
Cassilly Financial Group LLC 0.37% Reduce -2.7% 2,037 $514K
Transcendent Capital Group LLC 0.20% Add +8.0% 2,035 $513K
Cary Street Partners Investment Advisory LLC 0.10% Add +5.8% 2,029 $512K
Rialto Wealth Management, LLC 0.10% No change 2,000 $504K
Cambridge Advisors Inc. 0.09% No change 2,000 $504K
MV Capital Management, Inc. 0.04% No change 2,000 $504K
Associated Banc-Corp 0.01% No change 1,998 $504K
Argentarii, LLC 0.15% No change 2,000 $502K
Ceera Investments, LLC 0.21% Reduce -9.6% 1,970 $497K
Frankly Finances, LLC 0.39% No change 1,960 $494K
Resolute Wealth Strategies, LLC 0.19% No change 1,952 $492K
Financial Solutions Advisory Group, Inc. 0.06% No change 1,970 $491K
Guardian Wealth Advisors, LLC / NC 0.03% No change 1,946 $491K
Sierra Ocean, LLC 0.34% Reduce -0.7% 1,946 $491K
Center For Asset Management LLC 0.22% Add +11.2% 1,942 $490K
Tiller Private Wealth, Inc. 0.15% Reduce -1.5% 1,931 $487K
Baldwin Investment Management, LLC 0.05% No change 1,930 $487K
Peoples Bank 0.25% No change 1,926 $486K
Venture Visionary Partners LLC 0.01% No change 1,924 $485K
Colonial Trust Co / SC 0.06% No change 1,920 $484K
Keystone Financial Services 0.12% Reduce -1.3% 1,920 $484K
Flagship Private Wealth, LLC 0.17% New 1,918 $484K
DF Dent & Co. Inc. 0.01% No change 1,910 $482K
Level Four Advisory Services, LLC 0.01% Reduce -12.2% 1,909 $482K
Doliver Advisors, LP 0.11% No change 1,909 $482K
Marino, Stram & Associates LLC 0.08% No change 1,907 $481K
Baker Avenue Asset Management, LP 0.01% Reduce -10.8% 1,901 $480K
Confluence Wealth Services, Inc. 0.01% Add +0.5% 1,901 $479K
V2 Financial group LLC 0.18% No change 1,900 $479K
FPC Investment Advisory, Inc. 0.23% Reduce -27.2% 2,003 $479K
Daviman Financial, LLC 0.26% Add +23.1% 1,899 $479K
GAMMA Investing LLC 0.02% Reduce -6.5% 1,896 $478K
Nilsine Partners, LLC 0.03% No change 1,895 $478K
Novak & Powell Financial Services, Inc. 0.23% No change 1,894 $478K
Resolute Capital, LLC 0.16% Reduce -0.4% 1,885 $475K
SOA Wealth Advisors, LLC. 0.08% Add +0.1% 1,876 $473K
Key Financial Inc 0.08% Reduce -1.1% 1,875 $473K
Centurion Wealth Management LLC 0.11% Reduce -1.5% 1,874 $473K
Yardley Wealth Management LLC 0.21% Reduce -20.2% 1,872 $472K
GWN Securities Inc. 0.08% Add +0.4% 1,872 $472K
TD Private Client Wealth LLC 0.01% Add +65.5% 1,869 $471K
Verdence Capital Advisors LLC 0.02% Reduce -1.0% 1,867 $471K
Perryman Financial Advisory Inc. 0.06% Reduce -1.3% 1,865 $470K
Hopwood Financial Services, Inc. 0.27% No change 1,860 $469K
Roble, Belko & Company, Inc 0.05% No change 1,835 $463K
Human Investing LLC 0.06% No change 1,834 $463K
Townsquare Capital LLC 0.08% No change 1,821 $459K
EFG International AG 0.01% Add +102.2% 1,820 $459K
Bessemer Group Inc. 0.00% Reduce -0.3% 1,818 $459K
Peak Planning Group, LLC 0.10% No change 1,814 $458K
3Chopt Investment Partners, LLC 0.09% No change 1,810 $457K
Brookwood Investment Group LLC 0.05% Reduce -16.1% 1,807 $456K
Composition Wealth, LLC 0.01% Reduce -1.3% 1,802 $455K
Widmann Financial Services, Inc. 0.24% No change 1,800 $454K
ELCO Management Co., LLC 0.20% No change 1,800 $454K
Huntington National Bank 0.00% No change 1,800 $454K
Granite Bay Wealth Management, LLC 0.04% No change 1,800 $454K
Bravera Wealth 0.17% No change 1,796 $453K
Bluespring Wealth Management, LLC 0.01% New 1,792 $452K
Evergreen Capital Management LLC 0.01% No change 1,787 $451K
Planning Directions Inc. 0.21% Reduce -2.4% 1,786 $450K
Pennington Partners & Co., LLC 0.14% No change 1,782 $449K
SteelPeak Wealth, LLC 0.01% Reduce -1.7% 1,776 $448K
Betterment LLC 0.00% Add +0.2% 1,776 $448K
Berman McAleer LLC 0.05% No change 1,775 $448K
Gryphon Financial Partners LLC 0.04% No change 1,770 $447K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -1.1% 1,765 $445K
Gradient Capital Advisors, LLC 0.10% No change 1,760 $444K
Greenwood Gearhart LLC 0.02% New 1,744 $440K
Storen Legacy Partners, LLC 0.12% Reduce -4.3% 1,729 $436K
Sterling Investment Advisors LLC 0.20% Reduce -9.1% 1,726 $435K
Mandatum Life Insurance Co Ltd 0.08% No change 1,722 $434K
Integrated Capital Management, LLC 0.16% Reduce -22.1% 1,722 $434K
HBK Sorce Advisory LLC 0.01% Reduce -0.2% 1,726 $434K
Atlas Brown,Inc. 0.12% Reduce -2.0% 1,716 $433K
Polaris Investment Advisors, LLC 0.28% Reduce -5.4% 1,704 $430K
Marco Investment Management LLC 0.03% No change 1,700 $429K
Zenith Solutions, Inc. 0.39% — 1,690 $426K
Madden Advisory Services, Inc. 0.15% No change 1,683 $425K
Tranquility Partners, LLC 0.15% Reduce -1.1% 1,680 $424K
Mma Asset Management LLC 0.13% No change 1,680 $424K
Plante Moran Financial Advisors, LLC 0.02% Reduce -0.6% 1,680 $424K
Strategic Wealth Partners, Ltd. 0.03% Add +10.6% 1,673 $422K
Independent Advisor Alliance 0.01% Reduce -94.6% 1,670 $421K
Elevated Capital Advisors, LLC 0.12% Add +12.7% 1,666 $420K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -0.9% 1,657 $418K
Harborfront Financial Group LLC 1.57% — 1,656 $418K
Fiduciary Alliance LLC 0.03% New 1,652 $417K
HM Payson & Co. 0.01% No change 1,640 $414K
Vident Advisory, LLC 0.00% Add +5.0% 1,631 $411K
Chatterton & Associates Inc. 0.24% Add +9.9% 1,649 $411K
Shelter Rock Management, LLC 0.40% Add +0.5% 1,627 $410K
LexAurum Advisors, LLC 0.05% Reduce -33.6% 1,623 $409K
Flower City Capital 0.18% No change 1,620 $409K
Provident Wealth Management, LLC 0.10% No change 1,616 $408K
Sequent Planning LLC 0.09% Reduce -3.9% 1,609 $406K
Adirondack Capital Advisors, LLC 0.22% Add +24.9% 1,604 $405K
Synergy Asset Management, LLC 0.04% Reduce -35.8% 1,604 $405K
LVW Advisors, LLC 0.03% Reduce -42.2% 1,597 $403K
Advisors Management Group Inc. 0.07% No change 1,591 $401K
Financial Gravity Companies, Inc. 0.06% — 1,564 $394K
Balyasny Asset Management L.P. 0.00% New 1,560 $393K
Beacon Financial Advisory LLC 0.08% Reduce -1.9% 1,550 $391K
Xcelsior Advisor Partners LLC 0.05% Add +22.8% 1,549 $391K
Valtinson Bruner Financial Planning LLC 0.10% No change 1,545 $390K
Abundance Wealth Counselors 0.03% New 1,545 $390K
Dover Advisors, LLC 0.16% No change 1,950 $389K
Midwest Heritage Bank, FSB 0.11% No change 1,543 $389K
Corrado Advisors, LLC 0.18% No change 1,538 $388K
First American Trust, FSB 0.02% Reduce -20.9% 1,538 $388K
71 West Capital Partners 0.01% No change 1,538 $388K
Curtis Wealth Management LLC 0.33% Add +6.4% 1,537 $388K
Belpointe Asset Management LLC 0.01% New 1,535 $387K
Everpar Advisors LLC 0.11% Add +5.5% 1,534 $387K
Campion Asset Management 0.24% No change 1,530 $386K
Objective Capital Management, LLC 0.34% Reduce -0.3% 1,528 $385K
Bonfire Financial 0.24% No change 1,511 $381K
Uptick Partners, LLC 0.06% Reduce -6.9% 1,502 $379K
Fiscal Wisdom Wealth Management, LLC 0.32% New 1,500 $378K
Caliber Wealth Management, LLC / KS 0.04% Reduce -25.2% 1,498 $378K
A4 Wealth Advisors LLC 0.25% Reduce -3.2% 1,497 $378K
5T Wealth, LLC 0.14% No change 1,496 $377K
Summit Wealth Group, LLC 0.08% Reduce -0.4% 1,495 $377K
Rose Capital Advisors LLC 0.20% — 1,480 $373K
Firestone Capital Management 0.07% No change 1,480 $373K
Anchor Investment Management, LLC 0.03% Reduce -20.0% 1,479 $373K
Klingman & Associates, LLC 0.02% Reduce -7.8% 1,476 $372K
HHM Wealth Advisors, LLC 0.04% No change 1,475 $372K
Claro Advisors Inc. 0.04% Reduce -2.7% 1,471 $371K
Resources Management Corp. /CT/ 0.05% No change 1,470 $371K
Rothschild Wealth LLC 0.03% Reduce -1.0% 1,470 $371K
Willis Johnson & Associates, Inc. 0.02% Reduce -57.5% 1,456 $367K
Adkins Seale Capital Management LLC 0.33% No change 1,455 $367K
DecisionMap Wealth Management, LLC 0.20% Reduce -0.2% 1,452 $366K
BlackDiamond Wealth Management, LLC 0.15% Reduce -2.9% 1,445 $365K
Apeiron RIA LLC 0.09% Reduce -81.2% 1,441 $363K
Balentine LLC 0.01% No change 1,437 $362K
Werba Rubin Papier Wealth Management 0.04% No change 1,433 $361K
White Pine Capital LLC 0.09% No change 1,432 $361K
Third View Private Wealth, LLC 0.04% No change 1,426 $360K
IVC Wealth Advisors LLC 0.14% No change 1,420 $358K
Lifestyle Asset Management, Inc. 0.10% New 1,420 $358K
Financial Advisors Network, Inc. 0.04% Add +28.3% 1,420 $358K
YHB Investment Advisors, Inc. 0.02% No change 1,418 $358K
Bell Bank 0.01% Add +2.0% 1,418 $358K
Sage Mountain Advisors LLC 0.02% No change 1,412 $356K
Insight 2811, Inc. 0.14% No change 1,410 $356K
Peak Financial Management, Inc. 0.08% No change 1,406 $355K
Cozad Asset Management Inc. 0.02% No change 1,390 $351K
Ironwood Investment Counsel, LLC 0.05% Reduce -1.0% 1,388 $350K
Soundwatch Capital LLC 0.04% No change 1,378 $348K
Beverly Hills Private Wealth, LLC 0.07% No change 1,378 $348K
Lynx Investment Advisory 0.11% New 1,368 $345K
Verum Partners LLC 0.05% Reduce -9.7% 1,352 $341K
Tarbox Family Office, Inc. 0.05% No change 1,348 $340K
Wealth Quarterback LLC 0.10% Reduce -27.6% 1,344 $339K
Snowwater Investment Partners, LLC 0.23% No change 1,343 $339K
Investor's Fiduciary Advisor Network, LLC 0.11% Reduce -20.7% 1,340 $338K
Florida Trust Wealth Management Co 0.01% No change 1,337 $337K
Endeavor Private Wealth, Inc. 0.08% Reduce -3.3% 1,333 $336K
WealthTrust Asset Management, LLC 0.18% Reduce -0.9% 1,319 $333K
Forum Financial Management, LP 0.00% Reduce -15.3% 1,318 $332K
Venturi Wealth Management, LLC 0.01% Reduce -1.0% 1,316 $332K
Theory Financial LLC 0.10% Reduce -0.9% 1,316 $332K
DDD Partners, LLC 0.02% New 1,316 $332K
Guidance Capital, Inc. 0.07% No change 1,367 $332K
Quadcap Wealth Management, LLC 0.03% Reduce -29.5% 1,314 $331K
Allegheny Financial Group 0.04% Add +0.1% 1,311 $331K
Seneca House Advisors 0.12% No change 1,308 $330K
Stevens Capital Partners 0.06% New 1,284 $324K
Mascagni Wealth Management, Inc. 0.20% Reduce -0.2% 1,284 $324K
Redstone Wealth Management, LLC 0.21% Reduce -79.5% 1,283 $324K
First Financial Bankshares Inc 0.01% No change 1,278 $322K
E6 Portfolios, LLC 0.26% New 1,275 $322K
RCS Financial Planning, LLC 0.15% Reduce -33.4% 1,274 $321K
Waldron Private Wealth LLC 0.01% No change 1,272 $321K
One Capital Management, LLC 0.01% No change 1,765 $320K
Cahaba Wealth Management, Inc. 0.02% No change 1,263 $319K
Sfmg, LLC 0.02% No change 1,261 $318K
Portus Wealth Advisors, LLC 0.26% No change 1,260 $318K
Resolute Wealth Advisor, Inc. 0.18% No change 1,748 $317K
Fairvoy Private Wealth, LLC 0.06% Reduce -9.0% 1,257 $317K
Everhart Financial Group, Inc. 0.02% Add +2.9% 1,249 $315K
Kelly Financial Group LLC 0.07% Reduce -0.2% 1,249 $315K
Griffin Asset Management, Inc. 0.03% No change 1,245 $314K
Fca Corp. 0.08% New 1,238 $312K
Patten Group, Inc. 0.05% No change 1,238 $312K
Panoramic Investment Advisors, LLC 0.15% Reduce -77.6% 1,236 $312K
Potentia Wealth 0.13% No change 1,232 $311K
Alliancebernstein L.P. 0.00% Reduce -16.6% 1,713 $311K
DDFG, Inc 0.06% Reduce -7.8% 1,222 $308K
River Wealth Advisors LLC 0.03% No change 1,217 $307K
JGP Wealth Management, LLC 0.03% Add +1.3% 1,215 $307K
CENTRAL TRUST Co 0.01% Reduce -2.4% 1,207 $304K
Parkshore Wealth Management, Inc. 0.09% No change 1,204 $304K
DSG Capital Advisors, LLC 0.04% No change 1,220 $303K
Wincap Financial LLC 0.16% New 1,200 $303K
Wealth Effects LLC 0.08% No change 1,200 $303K
Paragon Capital Management Ltd 0.06% No change 1,200 $303K
Oxford Financial Group, LTD. LLC 0.02% No change 1,200 $303K
Mesirow Financial Investment Management, Inc. 0.00% No change 1,200 $303K
Larson Financial Group LLC 0.01% Reduce -24.5% 1,199 $302K
Omega Financial Group, LLC 0.09% No change 1,198 $302K
Whittier Trust Co. 0.00% New 1,206 $298K
KPP Advisory Services LLC 0.04% Reduce -81.8% 1,182 $298K
Heritage Oak Wealth Advisors LLC 0.09% New 1,180 $298K
Evanson Financial, LLC 0.01% — 1,180 $298K
BNC Wealth Management, LLC 0.07% No change 1,173 $296K
MSH Capital Advisors LLC 0.05% Reduce -16.7% 1,168 $295K
St. Louis Trust Co 0.03% No change 1,290 $295K
Legacy Financial Group LLC 0.03% Reduce -12.3% 1,168 $295K
Guidance Point Advisors, LLC 0.06% No change 1,166 $294K
KTF Investments, LLC 0.03% Reduce -4.3% 1,160 $293K
Capstone Financial Advisors, Inc. 0.01% No change 1,159 $292K
Cedar Wealth Management, LLC 0.07% New 1,155 $291K
Legacy Wealth Partners, LLC 0.07% No change 1,151 $290K
Flagship Wealth Advisors, LLC 0.06% New 1,150 $290K
Pitcairn Wealth Advisors LLC 0.03% Reduce -41.4% 1,150 $290K
Total Clarity Wealth Management, Inc. 0.06% New 1,145 $289K
KLCM Advisors, Inc. 0.02% No change 1,145 $289K
One Day In July LLC 0.02% No change 1,144 $289K
Advisor OS, LLC 0.02% No change 1,139 $287K
Frederick Financial Consultants, LLC 0.12% Reduce -0.3% 1,136 $287K
Quantbot Technologies LP 0.01% Reduce -91.3% 1,134 $286K
Financial Management Professionals, Inc. 0.03% New 1,133 $286K
Midwest Capital Advisors, LLC 0.12% Reduce -8.4% 1,129 $285K
Seven Mile Advisory 0.19% New 1,121 $283K
Clarus Group, Inc. 0.10% No change 1,120 $282K
Oak Asset Management, LLC 0.09% New 1,120 $282K
Stratos Wealth Advisors, LLC 0.02% Reduce -14.0% 1,119 $282K
Fort Sheridan Advisors LLC 0.03% No change 1,118 $282K
Broussard Financial Group LLC 0.23% No change 1,117 $282K
Hutchens & Kramer Investment Management Group, LLC 0.08% Reduce -14.2% 1,116 $281K
Focused Alpha, LLC 0.07% New 1,116 $281K
Rockland Trust Co. 0.01% Reduce -6.0% 1,116 $281K
Three Cord True Wealth Management, LLC 0.13% No change 1,115 $281K
Live Oak Investment Partners 0.15% Reduce -8.0% 1,112 $280K
First Trust Advisors LP 0.00% New 1,109 $280K
Cascade Investment Group, Inc. 0.16% New 1,100 $277K
Fulton Breakefield Broenniman LLC 0.02% New 1,100 $277K
Croban 0.12% New 1,098 $277K
Bedel Financial Consulting, Inc. 0.03% New 1,091 $275K
Taylor Financial Group, Inc. 0.15% New 1,088 $274K
WealthCare Asset Management, LLC 0.11% New 1,084 $273K
GW&K Investment Management, LLC 0.00% Reduce -0.6% 1,081 $273K
Aspiriant, LLC 0.01% New 1,081 $273K
Simplicity Wealth,LLC 0.01% New 1,080 $272K
Altura Wealth Advisors Inc. 0.09% Reduce -5.4% 1,077 $272K
NTV Asset Management LLC 0.03% New 1,076 $271K
Waystone Advisors LLC 0.20% New 1,075 $271K
Wealth Management Partners, LLC 0.06% New 1,072 $270K
Sigma Investment Counselors Inc. 0.01% Reduce -15.8% 1,066 $269K
Milestone Asset Management, LLC 0.04% New 1,066 $269K
DV Trading LLC 0.02% New 1,061 $268K
Jackson Square Capital, LLC 0.04% New 1,058 $267K
Koss-Olinger Consulting, LLC 0.02% New 1,050 $265K
Galvin, Gaustad & Stein, LLC 0.02% New 1,050 $265K
NDWM LLC 0.15% New 1,045 $264K
Almanack Investment Partners, LLC. 0.03% New 1,040 $262K
RHS Financial, LLC 0.11% New 1,039 $262K
Evergreen Advisors, LLC 0.06% No change 1,038 $262K
Opinicus Capital, Inc. 0.14% New 1,038 $262K
Hobart Private Capital, LLC 0.04% Reduce -26.1% 1,036 $261K
Zacks Investment Management 0.00% Reduce -13.5% 1,027 $259K
Zullo Investment Group, Inc. 0.09% New 1,017 $257K
American Trust 0.02% New 1,016 $256K
Bank of Nova Scotia Trust Co. 0.02% New 1,011 $255K
First Bancorp, Inc 0.10% New 1,010 $255K
Y-Intercept (Hong Kong) Ltd 0.01% New 1,007 $254K
Angeles Wealth Management, LLC 0.01% Add +0.1% 1,007 $254K
Ground Swell Capital, LLC 0.28% New 1,001 $252K
Succession Financial, Inc. 0.24% — 1,000 $252K
Websterrogers Financial Advisors, LLC 0.06% New 1,000 $252K
WASHINGTON TRUST Co 0.01% New 997 $251K
Destiny Capital Corp 0.12% New 984 $248K
Finer Wealth Management, Inc. 0.11% New 984 $248K
Compass Financial Management LLC 0.03% — 983 $248K
InTrack Investment Management Inc 0.12% Reduce -55.4% 983 $248K
Aldebaran Financial Inc. 0.20% New 978 $247K
IAG Wealth Partners, LLC 0.02% No change 978 $247K
Powers Advisory Group, LLC 0.08% New 975 $246K
Quantum Financial Partners LLC 0.13% — 970 $245K
Burns Matteson Capital Management, LLC 0.08% New 960 $242K
Athena Investment Management 0.14% New 960 $242K
Armstrong Advisory Group, Inc. 0.01% No change 959 $242K
White Lighthouse Investment Management Inc. 0.03% New 947 $239K
Clearwater Capital Advisors, LLC 0.02% New 945 $238K
Athena Wealth Management, LLC 0.18% New 942 $238K
Caitlin John, LLC 0.13% No change 942 $238K
Pacific Sun Financial Corp 0.10% New 940 $237K
Hurley Capital, LLC 0.12% No change 937 $236K
Novus Advisors, LLC 0.49% New 936 $236K
DUTCH ASSET Corp 0.12% Reduce -16.7% 927 $234K
Verus Capital Partners, LLC 0.01% Reduce -66.8% 926 $234K
Drucker Wealth 3.0, LLC 0.04% New 921 $232K
Sound View Wealth Advisors Group, LLC 0.01% New 921 $232K
Tannin Capital LLC 0.15% New 920 $232K
Blalock Williams, LLC 0.15% New 919 $232K
Simon Quick Advisors, LLC 0.01% New 907 $229K
Novem Group 0.02% New 904 $228K
Advisors Preferred, LLC 0.04% New 934 $227K
Hexagon Capital Partners LLC 0.03% New 900 $227K
Cherry Tree Wealth Management, LLC 0.04% Add +0.1% 889 $224K
Pure Financial Advisors, LLC 0.00% New 887 $224K
Round Rock Advisors LLC 0.03% New 883 $223K
River Street Advisors LLC 0.07% New 882 $222K
Fonville Wealth Management LLC 0.04% New 880 $222K
Three Magnolias Financial Advisors, LLC 0.12% New 875 $221K
Chemistry Wealth Management LLC 0.04% New 875 $221K
Journey Advisory Group, LLC 0.02% New 870 $219K
FF Advisors,LLC 0.08% New 867 $219K
Pathway Financial Advisors LLC 0.03% New 896 $218K
Arlington Capital Management, Inc. 0.14% New 863 $218K
GGM Financial LLC 0.08% Reduce -4.5% 863 $218K
Capital Advantage, Inc. 0.03% New 863 $218K
SIMA Wealth Partners, LLC 0.15% No change 850 $214K
Invera Wealth Advisors, LLC 0.12% New 850 $214K
United Asset Strategies, Inc. 0.02% New 850 $214K
Banco Santander, S.A. 0.00% New 848 $214K
Pinnacle Wealth Management Advisory Group, LLC 0.01% New 847 $214K
Flynn Zito Capital Management, LLC 0.06% New 844 $213K
Selective Wealth Management, Inc. 0.06% New 890 $213K
First County Bank 0.10% New 841 $212K
Gilbert Capital Group, Inc. 0.15% New 834 $210K
SYM FINANCIAL Corp 0.02% Add +83.5% 833 $210K
Peachtree Investment Partners, LLC 0.07% Add +3.1% 829 $209K
Presilium Private Wealth, LLC 0.03% New 828 $209K
Hartford Financial Management Inc. 0.05% Add +50.5% 823 $208K
Nadler Financial Group, Inc. 0.02% New 820 $207K
Colonial Trust Advisors 0.01% No change 818 $206K
Cornell Pochily Investment Advisors, Inc. 0.06% New 816 $206K
Zevin Asset Management LLC 0.03% New 816 $206K
Summit Trail Advisors, LLC 0.00% New 816 $206K
Richardson Capital Management LLC 0.09% No change 815 $206K
Wealth Group Ltd 0.04% New 812 $205K
Cathy Pareto & Associates, Inc. 0.12% New 811 $205K
Private Wealth Partners, LLC 0.01% New 810 $204K
Magnolia Capital Advisors LLC 0.03% New 802 $202K
Peninsula Asset Management Inc. 0.10% New 800 $202K
Praetorian Wealth Management, Inc. 0.03% New 800 $202K
Legacy Advisors, LLC 0.02% New 800 $202K
Dock Street Asset Management Inc. 0.02% New 800 $202K
Goelzer Investment Management, Inc. 0.01% New 800 $202K
Simplex Trading, LLC 0.01% Reduce -67.2% 800 $202K
AMG National Trust Bank 0.00% New 800 $202K
Bank Pictet & Cie (Europe) AG 0.00% New 800 $202K
Capital Advisors Inc. 0.00% New 800 $202K
Evercore Wealth Management, LLC 0.00% New 800 $202K
Welch & Forbes LLC 0.00% New 800 $202K
New Republic Capital, LLC 0.04% No change 764 $193K
Physician Wealth Advisors, Inc. 0.02% Reduce -13.0% 747 $188K
Caldwell Trust Co 0.01% No change 733 $185K
Vanguard National Trust Co 0.01% No change 724 $183K
Whittier Trust Co. of Nevada Inc. 0.00% Add +3.9% 748 $182K
Regatta Research & Money Management 0.17% — 719 $181K
Zions Bancorporation, National Association 0.01% No change 702 $177K
Fourth Dimension Wealth, LLC 0.06% Reduce -36.4% 700 $177K
Picton Mahoney Asset Management 0.00% Reduce -22.2% 700 $177K
Tucker Asset Management LLC 0.04% No change 657 $166K
Synergy Investment Management, LLC 0.04% No change 656 $166K
American National Bank & Trust 0.01% No change 655 $165K
Adirondack Trust Co. 0.05% No change 654 $165K
CoreFirst Bank & Trust 0.08% Reduce -18.8% 650 $164K
Salem Investment Counselors Inc. 0.00% No change 650 $164K
Allspring Global Investments Holdings, LLC 0.00% New 660 $161K
Bollard Group LLC 0.00% New 625 $158K
Wells Financial Advisors INC 1.46% No change 625 $158K
Greykasell Wealth Strategies, Inc. 0.06% No change 622 $157K
Townsend Asset Management Corp. /NC/ 0.05% No change 615 $155K
Burkett Financial Services, LLC 0.05% No change 605 $153K
Align Financial, LLC 0.08% No change 600 $151K
MTM Investment Management, LLC 0.04% No change 600 $151K
Truvestments Capital LLC 0.02% No change 580 $146K
Davis Capital Management 0.09% Add +53.6% 573 $145K
Deutsche Bank AG 0.00% No change 572 $144K
Cheviot Value Management, LLC 0.01% No change 550 $139K
Elevate Wealth Advisory, Inc. 0.08% No change 545 $137K
Brown Brothers Harriman & Co. 0.00% No change 545 $137K
Continuum Advisory, LLC 0.01% New 544 $137K
CKW Financial Group 0.01% No change 540 $134K
Johnson Financial Group, Inc. 0.00% No change 531 $134K
LifeSteps Financial, Inc. 0.06% New 520 $131K
NFSG Corp 0.02% Reduce -14.0% 510 $129K
Founders Capital Management 0.05% No change 490 $124K
Newton One Investments LLC 0.03% No change 479 $121K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +0.2% 475 $120K
Crewe Advisors LLC 0.01% No change 474 $120K
Medallion Wealth Advisors, LLC 0.04% Reduce -18.8% 474 $120K
MeadowBrook Investment Advisors LLC 0.09% No change 465 $117K
Stone House Investment Management, LLC 0.02% Reduce -56.8% 462 $116K
Aventura Private Wealth, LLC 0.04% Reduce -42.2% 456 $115K
Morton Brown Family Wealth, LLC 0.03% No change 452 $114K
Millstone Evans Group, LLC 0.06% No change 450 $114K
Fiduciary Financial Advisors 0.01% New 450 $113K
Glass Jacobson Investment Advisors llc 0.03% Add +0.2% 435 $110K
Keating Financial Advisory Services, Inc. 0.01% Add +24.3% 409 $103K
Mather Group, Llc. 0.00% No change 403 $102K
BankChampaign, National Association 0.08% No change 400 $101K
First Community Trust NA 0.05% No change 400 $101K
West Paces Advisors Inc. 0.02% No change 400 $101K
Biltmore Family Office, LLC 0.01% No change 400 $101K
Archer Investment Corp 0.02% Add +538.7% 396 $100K
Hamilton Point Investment Advisors, LLC 0.01% No change 386 $97K
Cape Investment Advisory, Inc. 0.03% New 382 $96K
Bokf, NA 0.00% Reduce -40.3% 364 $92K
Financial Network Wealth Advisors LLC 0.09% No change 361 $91K
Beacon Investment Advisory Services, Inc. 0.00% No change 352 $89K
Pursuit Wealth Strategies, LLC 0.11% No change 349 $88K
Cordgrass Capital Advisors, LLC 0.03% No change 344 $87K
Park Place Capital Corp 0.01% Reduce -2.3% 340 $86K
UMB Bank, n.a. 0.00% No change 340 $86K
GHP Investment Advisors, Inc. 0.00% No change 335 $84K
Realta Investment Advisors 0.03% Reduce -4.8% 335 $84K
Cornerstone Planning Group LLC 0.01% Reduce -0.3% 345 $84K
MCF Advisors LLC 0.00% No change 312 $79K
Turtle Creek Wealth Advisors, LLC 0.00% Reduce -68.2% 308 $78K
Lodestone Wealth Management LLC 0.03% Reduce -4.8% 294 $74K
Clark Wealth Partners 0.04% No change 293 $74K
Bay Harbor Wealth Management, LLC 0.02% No change 291 $73K
Dunhill Financial, LLC 0.01% Reduce -25.9% 286 $72K
Lloyd Advisory Services, LLC. 0.03% Add +74.4% 279 $70K
Leo H. Evart, Inc. 0.05% No change 270 $68K
GoalVest Advisory LLC 0.01% No change 270 $68K
Forum Finance Group S.A. 0.02% No change 321 $65K
SJS Investment Consulting Inc. 0.01% No change 235 $59K
SouthState Bank Corp 0.00% No change 235 $59K
Meramec Financial Planners, LLC 0.02% Add +0.4% 244 $57K
Pinnacle Wealth Planning Services, Inc. 0.01% Add +10850.0% 219 $55K
Grove Bank & Trust 0.01% New 218 $55K
First Command Advisory Services, Inc. 0.00% Reduce -41.8% 216 $54K
Centennial Bank 0.02% No change 214 $54K
Financial Consulate, Inc. 0.01% No change 207 $52K
Beacon Financial Strategies CORP 0.03% No change 205 $52K
Sankala Group LLC 0.03% Add +94.3% 206 $51K
Nalls Sherbakoff Group, LLC 0.04% No change 200 $50K
Tidemark, LLC 0.01% No change 190 $48K
Hoey Investments, Inc. 0.01% No change 190 $48K
Downshift Financial, LLC 0.02% New 186 $47K
Capital Advisor Network LLC 0.06% Reduce -8.6% 180 $45K
Hantz Financial Services, Inc. 0.00% Reduce -8.5% 172 $43K
Citizens National Bank Trust Department 0.01% No change 170 $43K
Commonwealth Retirement Investments LLC 0.01% New 168 $42K
Sofi Wealth, LLC 0.00% Reduce -40.4% 167 $42K
Collier Financial 0.03% Reduce -6.9% 163 $41K
Tsfg, LLC 0.01% No change 164 $41K
Kingdom Financial Group LLC. 0.01% No change 160 $40K
Bangor Savings Bank 0.00% No change 158 $40K
Highline Wealth Partners LLC 0.01% New 157 $40K
Harbor Asset Planning, Inc. 0.03% No change 156 $39K
Institute for Wealth Management, LLC. 0.00% New 156 $39K
Tompkins Financial Corp. 0.00% No change 152 $38K
JDM Financial Group LLC 0.01% No change 151 $38K
Global Trust Asset Management, LLC 0.01% Reduce -62.5% 150 $38K
JPL Wealth Management, LLC 0.01% New 146 $37K
Triumph Capital Management 0.01% No change 143 $36K
Bell Investment Advisors, Inc 0.01% No change 143 $36K
Miller Capital Partners, Inc. 0.01% No change 140 $35K
Activest Wealth Management 0.01% Reduce -89.2% 140 $35K
Front Row Advisors LLC 0.01% Reduce -87.8% 134 $34K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 136 $33K
Monetary Solutions, Ltd 0.03% No change 130 $33K
Hollencrest Capital Management 0.00% No change 128 $32K
EPG Wealth Management LLC 0.01% No change 126 $32K
Evolution Advisers, Inc. 0.01% No change 124 $31K
Pinnacle Bancorp, Inc. 0.01% No change 121 $31K
Go Invest LLC 0.01% Add +0.9% 113 $28K
Transamerica Financial Advisors, LLC 0.00% Reduce -48.4% 112 $28K
Measured Wealth Private Client Group, LLC 0.01% No change 101 $25K
Morse Asset Management, Inc 0.00% No change 100 $25K
Pacifica Partners Inc. 0.01% No change 100 $24K
Rosenberg Matthew Hamilton 0.00% No change 95 $24K
Armor Investment Advisors, LLC 0.01% No change 92 $23K
PlanVest Financial, Inc 0.01% No change 84 $21K
Glen Eagle Advisors, LLC 0.00% Add +583.3% 82 $21K
Thompson Investment Management, Inc. 0.00% No change 82 $21K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 80 $20K
Bogart Wealth, LLC 0.00% No change 80 $20K
Darwin Wealth Management, LLC 0.01% No change 76 $19K
Joseph Group Capital Management 0.00% No change 75 $19K
Bellevue Asset Management, LLC 0.01% No change 69 $17K
Benson Wealth Management INC 0.02% No change 69 $17K
Security National Bank of Sioux City Iowa 0.01% New 68 $17K
NorthAvenue LLC 0.01% Reduce -13.0% 67 $17K
Chesapeake Asset Management LLC 0.01% No change 66 $17K
Cedar Mountain Advisors, LLC 0.00% No change 65 $16K
Lowe Brockenbrough & Co. Inc. 0.00% No change 61 $15K
West Branch Capital LLC 0.00% No change 60 $15K
Trust Co. of Vermont 0.00% — 59 $15K
Van Eck Associates Corp. 0.00% No change 56 $14K
MPWM Advisory Solutions, LLC 0.01% No change 52 $13K
Highland Investment Advisors LLC 0.01% — 51 $13K
Cambient Family Office, LLC 0.00% No change 50 $13K
City Holding Co. 0.00% Reduce -66.7% 50 $13K
Gen-Wealth Partners Inc 0.00% Reduce -64.2% 49 $12K
Smithfield Trust Co 0.00% No change 47 $12K
Investors Research Corp 0.00% Reduce -46.5% 46 $12K
Elevation Wealth Partners, LLC 0.00% No change 45 $11K
Bfsg, LLC 0.00% New 45 $11K
Strive Financial Group ,LLC 0.00% New 40 $10K
Rothschild Investment LLC 0.00% No change 40 $10K
Albion Financial Group 0.00% No change 39 $10K
Strategic Investment Solutions, Inc. 0.00% No change 38 $10K
Glassman Wealth Services 0.00% No change 36 $9K
NBT Bank, N.A. 0.00% Reduce -93.8% 36 $9K
SWAN Capital LLC 0.00% No change 35 $9K
Ankerstar Wealth, LLC 0.01% No change 31 $8K
Country Trust Bank 0.00% No change 30 $8K
Corsicana & Co. 0.00% New 25 $6K
Abound Wealth Management 0.00% No change 25 $6K
Hanson & Doremus Investment Management 0.00% No change 22 $6K
Advocate Investing Services LLC 0.00% New 23 $6K
Raleigh Capital Management Inc. 0.00% No change 21 $5K
Roxbury Financial LLC 0.00% No change 19 $5K
Strategic Advocates LLC 0.02% No change 19 $5K
McGuire Capital Advisors Inc. 0.00% New 19 $5K
St Germain D J Co. Inc. 0.00% No change 19 $5K
Consultiva Wealth Management, Corp. 0.01% No change 16 $4K
Vima LLC 0.00% — 16 $4K
Chapman Financial Group, LLC 0.00% No change 13 $3K
Wilmington Savings Fund Society, FSB 0.00% Reduce -35.0% 13 $3K
Core Capital Management & Research, inc. 0.00% — 12 $3K
Alerus Financial NA 0.00% No change 10 $3K
Chelsea Counsel Co. 0.00% No change 9 $2K
Indiana Trust & Investment Management Co 0.00% No change 9 $2K
SHP Wealth Management 0.00% No change 8 $2K
Costello Asset Management, INC 0.00% No change 7 $2K
First Horizon Corp. 0.00% No change 7 $2K
Oakworth Capital, Inc. 0.00% No change 7 $2K
Imprint Wealth LLC 0.01% No change 5 $1K
Barclays PLC 0.00% Reduce -99.3% 5 $1K
United Financial Planning Group LLC 0.00% No change 4 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $1K
Valley National Advisers Inc. 0.00% New 4 $1K
Kilter Group LLC 0.00% No change 2 $505
Aristotle Capital Management, LLC 0.00% New 2 $448
Banque Cantonale Vaudoise 0.00% New 208 $53

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