Ishr Ibx Usd Invgd CB ETF-UiLQDETF
13F holders, Q1 2024 (March 31)1,053holders
10famous investors
$108.88avg. 13F price*
At the end of Q1 2024, 1,053 institutions reported holding Ishr Ibx Usd Invgd CB ETF-Ui (LQD) in their 13F filings. The largest holders were Bank of America Corp. ($2.3B), Meiji Yasuda Life Insurance Co ($2.1B) and Fisher Asset Management ($1.7B). 10 famous investors held it, including George Soros (1.0% of Soros Fund Management's portfolio), Ken Fisher (0.8% of Fisher Asset Management's portfolio) and Ray Dalio (0.6% of Bridgewater Associates's portfolio).
- Company
- Ishr Ibx Usd Invgd CB ETF-Ui
- Filed as
- ISHARES TR (Q1 2024)
- CUSIP
- 464287242
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $976.9M |
| Exits | 133 | $1.2B |
Ownership 1,053 holders
| Bank of America Corp. | 0.23% | Reduce -16.8% | 21,052,759 | $2.3B |
| Meiji Yasuda Life Insurance Co | 44.13% | Add +3.4% | 19,120,368 | $2.1B |
| Fisher Asset Management | 0.80% | Add +5.2% | 15,820,098 | $1.7B |
| NYL Investors LLC | 56.84% | Add +54.4% | 14,399,810 | $1.6B |
| Japan Science & Technology Agency | 18.68% | No change | 13,806,450 | $1.5B |
| BlackRock Inc. | 0.04% | Reduce -0.3% | 13,764,040 | $1.5B |
| Prudential Financial Inc. | 1.64% | Add +163.6% | 10,710,576 | $1.2B |
| Financial Engines Advisors L.L.C. | 2.61% | Add +0.3% | 10,629,430 | $1.2B |
| Allianz Investment Management U.S. LLC | 70.20% | No change | 10,227,705 | $1.1B |
| Morgan Stanley | 0.08% | Reduce -24.2% | 9,214,522 | $1.0B |
| Jane Street Group, LLC | 0.88% | Add +21.0% | 6,210,773 | $676.5M |
| Wealthfront Advisers LLC | 2.27% | Add +5.6% | 5,953,739 | $648.5M |
| Envestnet Asset Management Inc. | 0.21% | Reduce -46.4% | 5,053,516 | $550.4M |
| Ameriprise Financial Inc. | 0.13% | Add +0.7% | 4,156,286 | $452.7M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 4.65% | Add +18.1% | 4,040,400 | $440.1M |
| UBS Group AG | 0.14% | Add +10.7% | 3,837,994 | $418.0M |
| Wells Fargo & Company | 0.09% | Reduce -2.6% | 3,210,691 | $349.7M |
| Northern Trust Corp. | 0.06% | Reduce -19.9% | 3,193,256 | $347.8M |
| Diameter Capital Partners LP | 71.89% | New | 3,000,000 | $326.8M |
| LPL Financial LLC | 0.15% | Reduce -28.1% | 2,547,842 | $277.5M |
| Empower Annuity Insurance Co | 100.00% | No change | 2,456,850 | $267.6M |
| Centiva Capital, LP | 16.37% | New | 2,452,706 | $267.1M |
| Barclays PLC | 0.12% | Reduce -14.1% | 2,425,600 | $264.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -16.9% | 2,365,344 | $257.6M |
| Assetmark, Inc. | 0.82% | Reduce -49.1% | 2,304,932 | $251.1M |
| State of Michigan Retirement System | 1.27% | No change | 2,172,400 | $236.6M |
| Members Trust Co | 6.61% | Reduce -20.7% | 2,036,030 | $221.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.30% | Add +7.0% | 1,967,230 | $214.3M |
| Schroder Investment Management Group | 0.22% | Reduce -21.1% | 1,726,306 | $188.0M |
| Marshall Wace, LLP | 0.30% | Add +112.4% | 1,665,612 | $181.4M |
| Principal Financial Group Inc. | 0.10% | Add +137.7% | 1,588,830 | $173.1M |
| Mutual of America Capital Management LLC | 1.85% | No change | 1,578,140 | $171.9M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -2.9% | 1,492,204 | $162.5M |
| SPX Gestao de Recursos Ltda | 13.28% | Add +202.5% | 1,391,268 | $151.5M |
| Citigroup Inc. | 0.16% | Add +492.7% | 1,347,148 | $146.7M |
| Royal Bank of Canada | 0.04% | Reduce -3.4% | 1,340,129 | $146.0M |
| Panagora Asset Management Inc. | 0.75% | Add +8.0% | 1,315,176 | $143.2M |
| Money Design Co.,Ltd. | 7.46% | Add +29.7% | 1,258,111 | $137.0M |
| FMR LLC | 0.01% | Reduce -53.8% | 1,226,558 | $133.6M |
| BNP Paribas | 6.12% | — | 1,203,650 | $131.1M |
| Stifel Financial Corp. | 0.14% | Reduce -9.0% | 1,162,231 | $126.6M |
| Man Group plc | 0.33% | Add +7.6% | 1,099,903 | $119.8M |
| Susquehanna International Group Ltd. | 27.61% | New | 1,072,498 | $116.8M |
| Bridgewater Associates | 0.56% | Add +5.5% | 1,013,200 | $110.4M |
| D. E. Shaw & Co. | 0.15% | Reduce -76.1% | 985,500 | $107.3M |
| Allspring Global Investments Holdings, LLC | 0.15% | Add +27.9% | 865,235 | $94.2M |
| Mackenzie Financial Corp. | 0.13% | Add +2.8% | 854,500 | $93.1M |
| State of New Jersey Common Pension Fund D | 0.26% | Add +45.5% | 800,000 | $87.1M |
| Mariner, LLC | 0.18% | Add +4.0% | 786,659 | $85.7M |
| Cetera Investment Advisers | 0.19% | Add +56.9% | 725,655 | $79.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.17% | Add +97.5% | 715,890 | $78.0M |
| Country Trust Bank | 1.93% | Add +2.7% | 682,823 | $74.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +1.7% | 675,794 | $73.6M |
| Valmark Advisers, Inc. | 1.28% | Add +13.5% | 675,011 | $73.5M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Reduce -51.2% | 666,912 | $72.6M |
| Sumitomo Mitsui Financial Group, Inc. | 2.16% | Reduce -2.5% | 639,802 | $69.7M |
| Susquehanna International Group, LLP | 0.10% | Add +949.8% | 614,627 | $66.9M |
| MML Investors Services, LLC | 0.27% | Reduce -31.5% | 608,011 | $66.2M |
| Hudson Bay Capital Management LP | 0.66% | No change | 600,000 | $65.4M |
| Legal & General Group Plc | 0.02% | Reduce -62.0% | 582,591 | $63.4M |
| Ocean Park Asset Management, LLC | 2.95% | Add +0.1% | 574,960 | $62.6M |
| Osaic Holdings, Inc. | 0.14% | Reduce -69.6% | 558,554 | $60.9M |
| iA Global Asset Management Inc. | 1.21% | Add +33.2% | 541,200 | $58.9M |
| TruWealth Advisors, LLC | 4.10% | Add +2.6% | 539,163 | $58.7M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +10.8% | 468,490 | $51.0M |
| Nuveen Asset Management, LLC | 0.01% | No change | 462,157 | $50.3M |
| Jefferies Financial Group Inc. | 1.09% | Add +254.1% | 456,704 | $49.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.11% | Reduce -16.0% | 442,185 | $48.2M |
| GDS Wealth Management | 5.39% | Add +16.7% | 422,329 | $46.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.4% | 421,135 | $45.9M |
| Conning Inc. | 1.55% | No change | 416,358 | $45.3M |
| Creative Planning | 0.05% | Add +2.1% | 416,151 | $45.3M |
| Bank of Korea | 100.00% | No change | 396,053 | $43.1M |
| Wealthstar Advisors, LLC | 14.94% | Reduce -1.0% | 394,139 | $42.9M |
| Raymond James & Associates | 0.03% | Add +3.0% | 388,263 | $42.3M |
| LVZ, Inc. | 5.68% | Add +4.6% | 383,347 | $41.8M |
| BNP Paribas Financial Markets | 0.05% | Add +14.7% | 380,831 | $41.5M |
| Truist Financial Corp. | 0.06% | Reduce -6.6% | 367,928 | $40.1M |
| Prudential PLC | 0.33% | Reduce -53.6% | 367,011 | $40.0M |
| SimpliFi, Inc. | 17.35% | Add +19.8% | 348,337 | $37.9M |
| Park Avenue Securities LLC | 0.49% | Reduce -55.6% | 347,874 | $37.9M |
| CTC Alternative Strategies, Ltd. | 23.43% | Add +130.1% | 345,100 | $37.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -46.1% | 339,522 | $37.0M |
| Sigma Planning Corp | 1.12% | Add +150.8% | 327,706 | $35.7M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -24.0% | 318,687 | $34.7M |
| HighTower Advisors, LLC | 0.06% | Add +19.2% | 316,386 | $34.4M |
| Millennium Management | 0.03% | Add +283.8% | 311,173 | $33.9M |
| USA Financial Formulas | 5.48% | Add +5.4% | 310,375 | $33.8M |
| Townsend & Associates, Inc | 3.93% | Add +2.3% | 319,794 | $33.7M |
| Capital Analysts, LLC | 1.53% | Add +0.7% | 301,788 | $32.9M |
| HSBC Holdings PLC | 0.02% | Reduce -10.4% | 301,198 | $32.8M |
| Toronto Dominion Bank | 0.05% | No change | 300,000 | $32.7M |
| Atria Wealth Solutions, Inc. | 0.35% | Reduce -12.5% | 282,524 | $30.8M |
| Focus Partners Wealth | 0.25% | Add +1991.7% | 280,082 | $30.5M |
| Keybank National Association | 0.12% | Reduce -2.5% | 273,522 | $29.8M |
| Willis Johnson & Associates, Inc. | 2.53% | Add +237.6% | 267,479 | $29.1M |
| Edmond DE Rothschild Holding S.A. | 0.48% | Reduce -0.1% | 262,349 | $28.6M |
| Insight Wealth Strategies, LLC | 4.09% | Add +22.5% | 255,776 | $27.9M |
| First Foundation Advisors | 1.10% | Add +103.7% | 251,810 | $27.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -81.4% | 250,187 | $27.3M |
| One William Street Capital Management, L.P. | 41.05% | New | 250,000 | $27.2M |
| O'shaughnessy Asset Management, LLC | 0.30% | Add +1080.9% | 249,633 | $27.2M |
| Petrus Trust Company, LTA | 2.45% | Add +8.8% | 248,751 | $27.1M |
| Soros Fund Management | 1.04% | New | 245,000 | $26.7M |
| Exchange Traded Concepts, LLC | 0.68% | Reduce -7.3% | 240,457 | $26.2M |
| Composition Wealth, LLC | 0.64% | New | 234,837 | $25.6M |
| CIBC Private Wealth Group LLC | 0.05% | Add +29.8% | 236,346 | $25.4M |
| Ritholtz Wealth Management | 0.85% | New | 227,459 | $24.8M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -2.8% | 226,686 | $24.7M |
| Arax Advisory Partners | 2.60% | Add +5.1% | 226,620 | $24.7M |
| Invst, LLC | 2.92% | Add +7.1% | 229,152 | $24.6M |
| Verition Fund Management LLC | 0.26% | Add +4.1% | 223,462 | $24.3M |
| M&T Bank Corp | 0.08% | Reduce -9.9% | 221,092 | $24.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -19.6% | 220,152 | $24.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.38% | Add +1.4% | 218,066 | $23.8M |
| Stevens Capital Management LP | 4.56% | Reduce -30.4% | 215,441 | $23.5M |
| Quantitative Strategies, Inc. | 12.87% | Add +4.3% | 205,156 | $22.3M |
| Joule Financial, LLC | 9.11% | Add +8.9% | 203,047 | $22.1M |
| Alpha Cubed Investments, LLC | 1.15% | Add +74.9% | 202,344 | $22.0M |
| Point72 Asset Management | 0.06% | Add +704.0% | 200,999 | $21.9M |
| Neuberger Berman Group LLC | 0.02% | Reduce -77.5% | 200,989 | $21.9M |
| One River Asset Management, LLC | 6.74% | New | 197,049 | $21.5M |
| Westshore Wealth, LLC | 8.92% | Add +7.9% | 196,462 | $21.4M |
| Members Advisory Group LLC | 12.05% | Add +3.4% | 195,296 | $21.3M |
| Wela Strategies, Inc. | 10.02% | Add +4.9% | 194,645 | $21.2M |
| Schonfeld Strategic Advisors LLC | 0.17% | Reduce -51.5% | 193,746 | $21.1M |
| Regal Investment Advisors LLC | 1.42% | Add +1.7% | 190,649 | $20.8M |
| Fort Washington Investment Advisors Inc. | 0.13% | Reduce -0.1% | 183,773 | $20.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.23% | Add +9.1% | 184,031 | $20.0M |
| Iron Horse Wealth Management, LLC | 7.80% | Add +9.7% | 181,000 | $19.7M |
| TD Private Client Wealth LLC | 0.64% | Add +10.0% | 177,925 | $19.4M |
| NewEdge Advisors, LLC | 0.17% | Add +23.1% | 177,218 | $19.3M |
| Alley Investment Management Company, LLC | 2.63% | Add +2.6% | 175,371 | $19.1M |
| National Mutual Funds Management Ltd. | 100.00% | Add +26.8% | 173,760 | $18.9M |
| CI Investments Inc. | 0.07% | Add +0.0% | 171,386 | $18.7M |
| Guggenheim Capital LLC | 0.13% | Reduce -0.4% | 169,896 | $18.5M |
| Hilltop Holdings Inc. | 2.00% | Add +1.3% | 165,669 | $18.0M |
| Zacks Investment Management | 0.19% | Add +76.9% | 164,147 | $17.9M |
| Bank of Montreal | 0.01% | Reduce -62.4% | 162,838 | $17.8M |
| Mechanics Bank Trust Department | 2.58% | Reduce -8.8% | 161,132 | $17.6M |
| 5th Street Advisors, LLC | 9.88% | Add +4.6% | 159,999 | $17.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Add +358.8% | 150,825 | $16.4M |
| United Capital Financial Advisors, LLC | 0.13% | Reduce -58.2% | 150,161 | $16.4M |
| Ssi Investment Management LLC | 6.47% | Add +2.4% | 150,135 | $16.4M |
| Canal Capital Management, LLC | 2.74% | Add +464.2% | 149,949 | $16.3M |
| Kingsview Wealth Management, LLC | 0.41% | Add +4.5% | 148,326 | $16.2M |
| Barings LLC | 0.41% | Reduce -80.2% | 147,446 | $16.1M |
| Leo Wealth, LLC | 1.62% | Reduce -4.3% | 146,734 | $15.8M |
| Sei Investments Co. | 0.02% | Reduce -68.6% | 144,411 | $15.7M |
| Stratos Investment Management, LLC | 1.53% | Add +16.1% | 143,554 | $15.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.25% | Add +179.2% | 142,400 | $15.5M |
| Prime Capital Investment Advisors, LLC | 0.22% | Add +11.9% | 142,336 | $15.5M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.42% | Add +21.3% | 137,722 | $15.0M |
| Strategic Wealth Partners, Ltd. | 1.63% | Add +11.9% | 136,170 | $14.8M |
| Betterment LLC | 0.04% | Reduce -0.7% | 136,153 | $14.8M |
| Cwm, LLC | 0.07% | Add +45.2% | 135,447 | $14.8M |
| Fulton Breakefield Broenniman LLC | 1.13% | Reduce -11.3% | 135,318 | $14.7M |
| TD Asset Management Inc | 0.01% | Reduce -3.8% | 134,836 | $14.7M |
| IHT Wealth Management, LLC | 0.59% | Reduce -1.9% | 134,764 | $14.7M |
| Equitable Holdings, Inc. | 0.16% | Add +10.2% | 134,186 | $14.6M |
| Fifth Third Bancorp | 0.06% | Add +23.9% | 133,750 | $14.6M |
| Vision Capital Management, Inc. | 2.16% | Add +3.0% | 133,229 | $14.5M |
| DDFG, Inc | 4.58% | Add +3.6% | 132,333 | $14.4M |
| Wesbanco Bank Inc. | 0.54% | Add +212.6% | 131,672 | $14.3M |
| Cresta Advisors, Ltd. | 8.93% | Add +1.2% | 129,211 | $14.1M |
| American International Group, Inc. | 0.05% | No change | 126,800 | $13.8M |
| Scotia Capital Inc. | 0.08% | Add +24.0% | 126,353 | $13.8M |
| Trajan Wealth LLC | 0.93% | — | 126,179 | $13.7M |
| Integrated Advisors Network LLC | 0.70% | Add +66.0% | 126,121 | $13.7M |
| Renaissance Technologies | 0.02% | New | 125,000 | $13.6M |
| US Bancorp \de | 0.02% | Reduce -39.3% | 124,136 | $13.5M |
| Passaic Partners LLC | 1.91% | New | 121,847 | $13.3M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -44.3% | 120,321 | $13.1M |
| Quadrature Capital Ltd | 0.22% | New | 118,501 | $12.9M |
| Northcape Wealth Management, LLC | 4.64% | Add +0.8% | 116,844 | $12.7M |
| Kestra Advisory Services, LLC | 0.08% | Add +21.3% | 113,377 | $12.3M |
| BTG Pactual Global Asset Management Ltd | 3.91% | New | 112,540 | $12.3M |
| Old Mission Capital LLC | 0.30% | Add +74.0% | 111,027 | $12.1M |
| Jones Road Capital Management, L.P. | 12.34% | Add +0.1% | 109,344 | $11.9M |
| Daiwa Securities Group Inc. | 0.07% | Add +2.1% | 108,460 | $11.8M |
| Baird Financial Group, Inc. | 0.02% | Reduce -15.7% | 107,452 | $11.7M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -76.1% | 106,186 | $11.6M |
| Keel Point, LLC | 1.14% | Add +9.9% | 101,414 | $11.0M |
| Bain Capital Credit, LP | 2.10% | No change | 100,294 | $10.9M |
| Macquarie Group Ltd. | 0.01% | Add +54.8% | 100,046 | $10.9M |
| Allstate Corp. | 0.77% | Reduce -60.2% | 100,000 | $10.9M |
| MetLife Investment Management, LLC | 0.07% | Add +137.4% | 96,400 | $10.5M |
| Shelter Mutual Insurance Co | 2.67% | No change | 95,196 | $10.4M |
| Lifeworks Advisors, LLC | 2.90% | Add +27.8% | 95,154 | $10.4M |
| Concourse Financial Group Securities, Inc. | 0.67% | Reduce -17.9% | 94,794 | $10.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -46.2% | 94,380 | $10.3M |
| Gotham Asset Management | 0.15% | New | 93,930 | $10.2M |
| HMS Capital Management, LLC | 5.66% | Add +1.8% | 93,775 | $10.2M |
| AAFMAA Wealth Management & Trust LLC | 5.57% | Add +13.3% | 93,754 | $10.2M |
| Petix & Botte Co | 2.52% | New | 93,163 | $10.1M |
| Topel & Distasi Wealth Management, LLC | 4.48% | Add +19.3% | 93,092 | $10.1M |
| Insight Wealth Partners, LLC | 6.56% | Add +8.5% | 92,765 | $10.1M |
| MTC Wealth Management LLC | 4.62% | Reduce -3.9% | 92,344 | $10.1M |
| Towercrest Capital Management | 1.70% | Add +1.6% | 92,322 | $10.1M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.1% | 91,469 | $10.0M |
| CreativeOne Wealth, LLC | 0.40% | Add +13.9% | 91,220 | $9.9M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +6.2% | 90,891 | $9.9M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -40.4% | 90,274 | $9.8M |
| Freedom Investment Management, Inc. | 0.78% | Reduce -18.4% | 89,173 | $9.7M |
| Private Advisor Group, LLC | 0.07% | Reduce -2.4% | 87,983 | $9.6M |
| Lakeridge Wealth Management LLC | 6.16% | Add +6.4% | 87,233 | $9.5M |
| Twele Capital Management, Inc. | 2.14% | Add +4.6% | 87,036 | $9.5M |
| Invictus Private Wealth, LLC | 0.84% | Reduce -11.5% | 86,651 | $9.4M |
| Comerica Bank | 0.04% | Reduce -9.9% | 86,003 | $9.4M |
| Clark Capital Management Group, Inc. | 0.07% | Reduce -17.0% | 85,823 | $9.3M |
| Synovus Financial Corp. | 0.12% | Add +13.5% | 85,786 | $9.3M |
| Sun Life Financial Inc. | 0.59% | New | 86,000 | $9.3M |
| Parallax Volatility Advisers, L.P. | 0.31% | Add +137.1% | 84,617 | $9.2M |
| SevenBridge Financial Group, LLC | 2.04% | Reduce -2.1% | 84,600 | $9.0M |
| 1832 Asset Management L.P. | 0.02% | Reduce -93.9% | 82,384 | $9.0M |
| Genus Capital Management Inc. | 1.16% | — | 82,225 | $9.0M |
| Provida Pension Fund Administrator | 0.22% | No change | 81,800 | $8.9M |
| Corient Private Wealth LP | 0.02% | Reduce -7.6% | 81,696 | $8.9M |
| Citadel Advisors | 0.01% | Reduce -93.2% | 79,909 | $8.7M |
| Easterly Investment Partners LLC | 0.65% | Add +6.8% | 78,690 | $8.6M |
| Stephens Inc. | 0.13% | Add +3.2% | 78,275 | $8.5M |
| Oppenheimer & Co. Inc. | 0.14% | Add +7.5% | 78,134 | $8.5M |
| IFG Advisory, LLC | 0.63% | Add +66.3% | 77,746 | $8.5M |
| Rothschild Wealth LLC | 2.93% | — | 76,501 | $8.3M |
| Alliancebernstein L.P. | 0.00% | Add +0.5% | 76,429 | $8.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +848.5% | 75,175 | $8.2M |
| Captrust Financial Advisors | 0.03% | Reduce -18.9% | 74,814 | $8.1M |
| First National Corp. /Ma/ | 1.99% | Reduce -0.5% | 73,115 | $8.1M |
| Welch & Forbes LLC | 0.11% | Reduce -1.1% | 73,212 | $8.0M |
| Tudor Investment Corporation | 0.10% | New | 73,062 | $8.0M |
| Pinkerton Wealth, LLC | 1.27% | Add +4.8% | 72,544 | $7.9M |
| Donaldson Capital Management, LLC | 0.32% | Add +8.4% | 70,644 | $7.7M |
| Pinnacle Financial Partners Inc | 0.17% | Add +2.2% | 70,410 | $7.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Reduce -11.9% | 69,868 | $7.6M |
| Central Pacific Bank - Trust Division | 0.98% | — | 69,705 | $7.5M |
| Heartwood Wealth Advisors LLC | 0.92% | Add +5.5% | 68,690 | $7.5M |
| UG Investment Advisers Ltd. | 2.43% | No change | 66,820 | $7.3M |
| First Hawaiian Bank | 0.22% | Reduce -0.1% | 66,127 | $7.2M |
| Dai-ichi Life Holdings, Inc. | 8.77% | — | 65,625 | $7.1M |
| One Capital Management, LLC | 0.26% | Reduce -18.9% | 65,280 | $7.1M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +11.4% | 64,768 | $7.1M |
| Bulltick Wealth Management, LLC | 1.47% | Add +4.8% | 64,728 | $7.1M |
| Lincoln National Corp. | 0.11% | Add +52.1% | 63,992 | $7.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +305.6% | 63,223 | $6.9M |
| Vestmark Advisory Solutions, Inc. | 0.30% | Reduce -1.4% | 63,149 | $6.9M |
| Strong Tower Advisory Services | 2.76% | Add +9.3% | 63,890 | $6.9M |
| Perigon Wealth Management, LLC | 0.21% | Add +3.7% | 62,699 | $6.8M |
| First Trust Advisors LP | 0.01% | Add +7.2% | 62,239 | $6.8M |
| HRT Financial LP | 0.04% | Reduce -51.6% | 61,899 | $6.7M |
| Stratos Wealth Advisors, LLC | 0.39% | Reduce -17.4% | 61,064 | $6.7M |
| Atria Investments, Inc | 0.09% | Reduce -48.0% | 61,018 | $6.6M |
| Providence First Trust Co | 2.87% | Add +118.5% | 60,832 | $6.6M |
| Institutional & Family Asset Management, LLC | 1.05% | Add +101.0% | 60,558 | $6.6M |
| Tidal Investments LLC | 0.11% | New | 60,158 | $6.6M |
| Aozora Bank, LTD. | 6.93% | No change | 60,000 | $6.5M |
| Vontobel Holding Ltd. | 0.05% | Add +9.7% | 59,772 | $6.5M |
| Nvwm, LLC | 1.78% | Add +0.5% | 59,442 | $6.5M |
| WBH Advisory Inc. | 0.65% | Add +0.5% | 58,146 | $6.3M |
| Chesapeake Wealth Management | 2.31% | Add +3.3% | 58,065 | $6.3M |
| Red Wave Investments LLC | 2.36% | Reduce -7.5% | 57,866 | $6.3M |
| Milestone Asset Management, LLC | 1.79% | New | 57,380 | $6.2M |
| Financial Advocates Investment Management | 0.36% | Add +203.1% | 68,128 | $6.2M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -64.5% | 56,650 | $6.2M |
| Curran Financial Partners, LLC | 2.14% | Add +3.4% | 56,567 | $6.2M |
| Providence Capital Advisors, LLC | 1.34% | Add +28.5% | 56,370 | $6.1M |
| Capstone Investment Advisors, LLC | 0.21% | Reduce -42.9% | 55,301 | $6.0M |
| J.Safra Asset Management Corp | 0.67% | Add +8.0% | 54,679 | $6.0M |
| Modus Advisors, LLC | 2.18% | Add +5.9% | 54,034 | $5.9M |
| Midwest Financial Group LLC | 3.93% | Reduce -1.9% | 53,656 | $5.8M |
| Condor Capital Management | 0.56% | Add +20.3% | 52,621 | $5.7M |
| Full Sail Capital, LLC | 0.40% | Reduce -0.9% | 52,428 | $5.7M |
| TD Waterhouse Canada Inc. | 0.04% | Add +37.2% | 52,172 | $5.7M |
| Anchor Capital Advisors LLC | 0.14% | No change | 49,566 | $5.4M |
| Mutual Advisors, LLC | 0.17% | Add +1.1% | 48,710 | $5.3M |
| Capital Investment Advisors, LLC | 0.12% | Reduce -13.3% | 48,440 | $5.3M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -1.0% | 47,831 | $5.2M |
| Bar Harbor Wealth Management | 0.35% | Reduce -8.1% | 47,788 | $5.2M |
| Highland Financial Advisors, LLC | 2.05% | Add +11.5% | 46,999 | $5.1M |
| Deutsche Bank AG | 0.00% | Reduce -30.8% | 46,992 | $5.1M |
| Voya Investment Management LLC | 0.01% | Reduce -95.2% | 46,863 | $5.1M |
| Balefire, LLC | 1.83% | Add +24643.6% | 46,518 | $5.1M |
| Jmac Enterprises LLC | 0.94% | Add +25.8% | 46,165 | $5.0M |
| Ameritas Investment Partners, Inc. | 0.17% | No change | 46,102 | $5.0M |
| First American Trust, FSB | 0.51% | Reduce -25.5% | 44,906 | $4.9M |
| Clear Creek Financial Management, LLC | 0.62% | Add +4.1% | 44,800 | $4.9M |
| ShoreHaven Wealth Partners, LLC | 2.67% | Reduce -5.0% | 44,528 | $4.9M |
| Foundations Investment Advisors, LLC | 0.13% | Add +2.1% | 44,276 | $4.8M |
| Evergreen Capital Management LLC | 0.18% | Reduce -2.9% | 43,783 | $4.8M |
| Independent Solutions Wealth Management, LLC | 1.12% | Reduce -25.8% | 43,271 | $4.7M |
| Wayfinding Financial, LLC | 2.72% | Add +21.3% | 43,697 | $4.7M |
| Mariner Investment Group LLC | 1.45% | New | 42,500 | $4.6M |
| Fairview Capital Investment Management, LLC | 0.26% | Add +580.9% | 41,734 | $4.5M |
| Meeder Asset Management Inc. | 0.29% | Add +10.3% | 41,670 | $4.5M |
| Lanark Financial, Inc. | 0.43% | Reduce -1.1% | 41,598 | $4.5M |
| CoreCap Advisors, LLC | 0.24% | Reduce -24.6% | 41,505 | $4.5M |
| Bishop & Co Investment Management, LLC | 1.87% | Reduce -0.2% | 41,471 | $4.5M |
| Flputnam Investment Management Co. | 0.10% | Add +14.1% | 41,243 | $4.5M |
| Gries Financial LLC | 0.73% | Add +81.1% | 40,340 | $4.4M |
| Cerity Partners LLC | 0.01% | Reduce -0.5% | 39,812 | $4.3M |
| CW Advisors, LLC | 0.07% | Reduce -14.1% | 39,437 | $4.3M |
| Evolution Wealth Advisors, LLC | 0.82% | Reduce -0.2% | 39,255 | $4.3M |
| Elm Partners Management LLC | 0.34% | Add +4.8% | 39,249 | $4.3M |
| Plan Group Financial, LLC | 2.80% | Add +13.8% | 39,170 | $4.3M |
| Roberts Financial Services LLC | 0.87% | Add +0.6% | 38,943 | $4.2M |
| State Street Corp. | 0.00% | Reduce -59.4% | 38,053 | $4.1M |
| Onyx Bridge Wealth Group LLC | 0.73% | Add +1004.1% | 38,952 | $4.1M |
| National Bank of Canada | 0.01% | Add +3.4% | 38,332 | $4.1M |
| SteelPeak Wealth, LLC | 0.21% | Reduce -44.1% | 37,357 | $4.1M |
| Lionsbridge Wealth Management LLC | 3.13% | Add +17.9% | 37,199 | $4.1M |
| NewEdge Wealth, LLC | 0.09% | Add +13.8% | 38,234 | $4.0M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -1.8% | 39,537 | $4.0M |
| Partners Value Investments L.P. | 0.06% | No change | 36,515 | $4.0M |
| Pacific Wealth Management | 2.26% | No change | 35,735 | $4.0M |
| Founders Financial Securities LLC | 0.41% | Add +0.9% | 35,582 | $3.9M |
| Ameritas Advisory Services, LLC | 0.16% | Add +10.7% | 35,153 | $3.8M |
| Farrell Financial LLC | 3.04% | Reduce -5.9% | 34,141 | $3.7M |
| Westwood Holdings Group Inc. | 0.03% | Add +8.7% | 33,927 | $3.7M |
| Rovin Capital /Ut/ | 1.50% | Reduce -5.7% | 33,530 | $3.7M |
| AMG National Trust Bank | 0.11% | Reduce -0.2% | 33,220 | $3.6M |
| Forefront Analytics, LLC | 1.75% | Add +0.6% | 33,158 | $3.6M |
| Advisory Alpha, LLC | 0.15% | Reduce -0.8% | 33,144 | $3.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.23% | Add +15.5% | 32,921 | $3.6M |
| Family Asset Management, LLC | 2.25% | Add +1.3% | 32,956 | $3.6M |
| Blair William & Co. | 0.01% | Add +14.1% | 32,861 | $3.6M |
| Andina Capital Management, LLC | 2.78% | New | 32,668 | $3.6M |
| Advisory Services Network, LLC | 0.08% | Reduce -22.7% | 32,492 | $3.5M |
| Royal Harbor Partners, LLC | 1.51% | New | 31,767 | $3.5M |
| RFG Advisory, LLC | 0.12% | Reduce -21.6% | 31,584 | $3.4M |
| Two Sigma Investments, LP | 0.01% | New | 31,570 | $3.4M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -24.8% | 31,448 | $3.4M |
| EFG Asset Management (Americas) Corp. | 1.04% | Reduce -48.6% | 31,345 | $3.4M |
| Wellspring Financial Advisors, LLC | 0.54% | Reduce -39.8% | 31,234 | $3.4M |
| Horizon Investments, LLC | 0.09% | Reduce -2.2% | 31,406 | $3.4M |
| Fifth Third Securities, Inc. | 0.33% | Reduce -5.8% | 31,134 | $3.4M |
| Heritage Wealth Management, Inc. | 3.33% | Add +1.5% | 30,813 | $3.4M |
| Herold Advisors, Inc. | 0.80% | Reduce -0.4% | 30,311 | $3.3M |
| Sharkey, Howes & Javer | 0.54% | Reduce -61.4% | 30,278 | $3.3M |
| Lantern Wealth Advisors, LLC | 2.30% | Reduce -0.8% | 30,078 | $3.3M |
| High Falls Advisors, Inc | 0.82% | Reduce -65.5% | 30,056 | $3.3M |
| Eagle Strategies LLC | 0.72% | New | 29,953 | $3.3M |
| Ironwood Financial, llc | 0.74% | Add +40.9% | 29,682 | $3.2M |
| Cornerstone Management, Inc. | 0.72% | Add +12.6% | 29,619 | $3.2M |
| Mokosak Advisory Group, LLC | 1.06% | Add +6.2% | 29,517 | $3.2M |
| Sykon Capital LLC | 1.16% | Reduce -11.4% | 29,357 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -10.3% | 29,283 | $3.2M |
| Commerce Bank | 0.02% | Add +11.3% | 29,202 | $3.2M |
| Sowell Financial Services LLC | 0.15% | Reduce -12.8% | 29,032 | $3.2M |
| Warwick Investment Management, Inc. | 0.74% | Add +2.7% | 28,477 | $3.1M |
| Frank, Rimerman Advisors LLC | 0.60% | Reduce -2.8% | 28,386 | $3.1M |
| Graypoint LLC | 0.22% | Add +19.1% | 27,819 | $3.0M |
| Surience Private Wealth LLC | 2.85% | New | 27,591 | $3.0M |
| Edgestream Partners, L.P. | 0.15% | Reduce -58.5% | 27,590 | $3.0M |
| United Community Bank | 1.16% | Reduce -14.1% | 27,426 | $3.0M |
| Regions Financial Corp. | 0.02% | Reduce -6.8% | 27,231 | $3.0M |
| Duncker Streett & Co. Inc. | 0.58% | Reduce -6.9% | 26,765 | $2.9M |
| One Wealth Advisors, LLC | 0.50% | Reduce -2.9% | 26,553 | $2.9M |
| Meeder Advisory Services, Inc. | 0.29% | Add +1.0% | 26,478 | $2.9M |
| Mma Asset Management LLC | 1.33% | Reduce -1.5% | 26,671 | $2.8M |
| Interactive Financial Advisors, Inc. | 1.56% | Reduce -10.9% | 25,958 | $2.8M |
| Van Hulzen Asset Management, LLC | 0.19% | Add +29.4% | 25,777 | $2.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -94.4% | 25,735 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -46.4% | 25,666 | $2.8M |
| Icon Wealth Advisors, LLC | 0.26% | Reduce -64.0% | 25,255 | $2.8M |
| Farther Finance Advisors, LLC | 0.17% | Reduce -9.0% | 25,489 | $2.7M |
| AE Wealth Management LLC | 0.03% | Reduce -65.5% | 25,036 | $2.7M |
| New England Asset Management Inc. | 0.44% | No change | 25,000 | $2.7M |
| Spectrum Wealth Counsel, LLC | 0.33% | Add +0.1% | 24,709 | $2.7M |
| TSA Wealth Managment LLC | 1.17% | Reduce -43.0% | 24,623 | $2.7M |
| Northwest & Ethical Investments L.P. | 0.08% | Reduce -44.9% | 24,300 | $2.6M |
| Center For Asset Management LLC | 2.14% | Reduce -22.8% | 23,958 | $2.6M |
| Cobblestone Capital Advisors LLC | 0.16% | Reduce -71.0% | 23,773 | $2.6M |
| Saxony Capital Management, LLC | 3.12% | Add +12.1% | 23,736 | $2.6M |
| Franklin Resources Inc. | 0.00% | Reduce -5.9% | 23,447 | $2.6M |
| Spectrum Strategic Capital Management, LLC | 1.93% | Add +4.0% | 23,272 | $2.5M |
| Corepath Wealth Partners LLC | 2.80% | Reduce -32.6% | 24,056 | $2.5M |
| Brookstone Capital Management | 0.04% | Reduce -35.5% | 23,119 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -58.4% | 23,091 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -58.4% | 23,091 | $2.5M |
| Arlington Capital Management, Inc. | 2.07% | Reduce -9.9% | 22,896 | $2.5M |
| Verus Capital Partners, LLC | 0.27% | Reduce -30.9% | 22,727 | $2.5M |
| Principal Securities, Inc. | 0.08% | Add +32.0% | 22,637 | $2.5M |
| Advus Financial Partners, LLC | 0.76% | Add +2.5% | 22,629 | $2.5M |
| Alliance Wealth Management Group | 0.72% | Add +4.0% | 22,569 | $2.5M |
| Burns J W & Co. Inc. | 0.34% | Reduce -2.4% | 22,523 | $2.5M |
| Viawealth, LLC | 1.53% | Add +2.4% | 22,507 | $2.5M |
| Eukles Asset Management | 1.06% | Add +2.3% | 22,397 | $2.4M |
| Crabel Capital Management, LLC | 2.11% | Reduce -58.5% | 22,280 | $2.4M |
| Baker Avenue Asset Management, LP | 0.09% | Reduce -5.2% | 22,255 | $2.4M |
| Independent Financial Group, LLC | 0.11% | Add +69.6% | 22,214 | $2.4M |
| Loomis Sayles & Co. L P | 0.00% | Reduce -92.8% | 22,104 | $2.4M |
| Roundview Capital LLC | 0.20% | Add +1.8% | 21,953 | $2.4M |
| KG Capital Management | 0.94% | Add +0.4% | 21,731 | $2.4M |
| Sarasin & Partners LLP | 0.02% | Reduce -11.0% | 21,555 | $2.3M |
| Fortis Group Advisors, LLC | 0.43% | Add +17.5% | 21,535 | $2.3M |
| IPG Investment Advisors LLC | 0.50% | Reduce -24.6% | 21,111 | $2.3M |
| Clarus Wealth Advisors | 1.29% | Add +5.0% | 21,516 | $2.3M |
| Strategic Investment Advisors / MI | 0.29% | Reduce -82.7% | 20,805 | $2.3M |
| Brady Family Wealth, LLC | 0.72% | Add +5.4% | 20,514 | $2.2M |
| UMB Bank, n.a. | 0.04% | Reduce -10.7% | 20,495 | $2.2M |
| Americana Partners, LLC | 0.19% | Reduce -6.7% | 20,352 | $2.2M |
| Simplicity Wealth,LLC | 0.05% | Add +37.3% | 20,351 | $2.2M |
| King Wealth Management Group | 0.39% | Reduce -5.2% | 20,184 | $2.2M |
| Seamount Financial Group Inc. | 1.92% | Add +0.3% | 20,111 | $2.2M |
| Flagship Private Wealth, LLC | 1.41% | Add +11.0% | 20,086 | $2.2M |
| Asset Management One Co., Ltd. | 0.01% | Add +199.6% | 19,800 | $2.2M |
| Norway Savings Bank | 0.90% | Add +70.4% | 19,745 | $2.2M |
| Aurora Private Wealth, Inc. | 1.86% | Reduce -0.8% | 19,790 | $2.1M |
| Sunesis Advisors, LLC | 1.25% | No change | 19,683 | $2.1M |
| Arcataur Capital Management LLC | 0.77% | Reduce -0.2% | 19,590 | $2.1M |
| Wedbush Securities Inc. | 0.08% | Add +18.1% | 19,325 | $2.1M |
| Apollon Wealth Management, LLC | 0.07% | Add +9.7% | 19,036 | $2.1M |
| Investment Advisory Group, LLC | 0.85% | Add +0.0% | 18,794 | $2.0M |
| Pacifica Partners Inc. | 0.91% | Reduce -1.1% | 18,899 | $2.0M |
| First Heartland Consultants, Inc. | 0.21% | Add +465.8% | 18,738 | $2.0M |
| Mandatum Life Insurance Co Ltd | 0.68% | Add +0.6% | 18,694 | $2.0M |
| Agilis Partners LLC | 0.52% | No change | 18,683 | $2.0M |
| Aspire Wealth Management Corp | 1.22% | Reduce -28.2% | 18,493 | $2.0M |
| Mgo One Seven LLC | 0.10% | Reduce -1.5% | 18,447 | $2.0M |
| JB Capital LLC | 0.13% | Reduce -88.5% | 18,439 | $2.0M |
| Two Sigma Securities, LLC | 0.10% | New | 18,399 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -13.8% | 18,325 | $2.0M |
| Townsquare Capital LLC | 0.03% | Reduce -82.0% | 18,311 | $2.0M |
| Alterna Wealth Management, Inc. | 1.61% | Reduce -1.4% | 18,210 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 1.06% | Add +443.9% | 18,206 | $2.0M |
| Wealth Alliance, LLC | 0.26% | Reduce -52.0% | 18,131 | $2.0M |
| Roger Wittlin Investment Advisory, LLC | 1.38% | Reduce -9.5% | 18,065 | $2.0M |
| Family Capital Management, Inc. | 1.37% | Reduce -10.9% | 18,016 | $2.0M |
| Berkeley Capital Partners, LLC | 0.59% | Reduce -0.2% | 17,916 | $2.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -23.1% | 17,907 | $2.0M |
| OneAscent Wealth Management LLC | 0.75% | Reduce -9.0% | 17,875 | $1.9M |
| Avior Wealth Management, LLC | 0.09% | Reduce -17.1% | 17,843 | $1.9M |
| Quadrant Private Wealth Management, LLC | 0.49% | Add +2.7% | 17,761 | $1.9M |
| Choreo, LLC | 0.05% | Reduce -0.0% | 17,510 | $1.9M |
| Eastern Bank | 0.08% | Reduce -93.4% | 17,359 | $1.9M |
| Western Wealth Management, LLC | 0.15% | Reduce -1.3% | 17,316 | $1.9M |
| Wescott Financial Advisory Group, LLC | 0.23% | Add +423.4% | 17,266 | $1.9M |
| GM Advisory Group, LLC | 0.13% | Reduce -5.8% | 17,207 | $1.9M |
| SignalPoint Asset Management, LLC | 0.51% | Reduce -3.6% | 17,077 | $1.9M |
| Camden National Bank | 0.32% | Reduce -2.5% | 16,890 | $1.8M |
| Lake Street Private Wealth, LLC | 0.26% | Add +22.8% | 16,877 | $1.8M |
| Claro Advisors Inc. | 0.32% | Reduce -40.5% | 16,802 | $1.8M |
| Sonata Capital Group Inc. | 0.83% | Add +0.2% | 16,796 | $1.8M |
| Trek Financial, LLC | 0.14% | Reduce -53.5% | 16,732 | $1.8M |
| Financial Life Advisors | 0.76% | Reduce -41.9% | 16,722 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.22% | Reduce -3.8% | 16,630 | $1.8M |
| Silver Oak Securities, Incorporated | 0.28% | Add +98.7% | 16,596 | $1.8M |
| Eq LLC | 1.11% | Reduce -24.2% | 16,581 | $1.8M |
| Constant Guidance Financial LLC | 1.66% | Reduce -88.3% | 16,726 | $1.8M |
| Jacobi Capital Management LLC | 0.17% | Add +7.2% | 16,409 | $1.8M |
| Ascent Group, LLC | 0.16% | Reduce -29.2% | 16,164 | $1.8M |
| Y.D. More Investments Ltd | 0.31% | Add +0.1% | 15,938 | $1.7M |
| WealthShield Partners, LLC | 0.28% | Reduce -21.8% | 15,913 | $1.7M |
| IFP Advisors, Inc | 0.08% | Reduce -4.7% | 15,841 | $1.7M |
| Blue Trust, Inc. | 0.02% | Reduce -59.7% | 15,716 | $1.7M |
| Sheets Smith Wealth Management | 0.19% | Add +1.1% | 15,570 | $1.7M |
| Florin Court Capital LLP | 1.45% | Add +94.9% | 15,400 | $1.7M |
| Flagstar Securities, Inc. | 0.47% | Add +74.6% | 15,346 | $1.7M |
| Aptus Capital Advisors, LLC | 0.04% | Add +81.1% | 15,020 | $1.6M |
| Bcwm, LLC | 0.56% | Add +2.0% | 14,903 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -5.9% | 14,890 | $1.6M |
| Ballast, Inc. | 0.51% | Reduce -0.5% | 14,889 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Reduce -9.7% | 14,214 | $1.5M |
| Coombe, Bender & Co LLC | 0.94% | Add +8.0% | 14,161 | $1.5M |
| Shared Vision Wealth Group LLC | 0.96% | Add +1.9% | 14,119 | $1.5M |
| Wooster Corthell Wealth Management, Inc. | 0.35% | Add +0.6% | 13,988 | $1.5M |
| Smartleaf Asset Management LLC | 0.29% | Reduce -1.7% | 13,942 | $1.5M |
| Chesley Taft & Associates LLC | 0.08% | Add +0.4% | 13,923 | $1.5M |
| Nwam LLC | 0.12% | Reduce -7.2% | 13,945 | $1.5M |
| NorthRock Partners, LLC | 0.06% | Reduce -14.1% | 13,592 | $1.5M |
| GC Wealth Management RIA, LLC | 0.30% | Add +0.7% | 13,555 | $1.5M |
| North Star Investment Management Corp. | 0.10% | Add +4.2% | 13,516 | $1.5M |
| Keystone Wealth Services, LLC | 0.48% | Add +4.9% | 13,487 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.78% | Add +9.9% | 13,478 | $1.5M |
| StoneX Group Inc. | 0.13% | Add +80.2% | 13,477 | $1.5M |
| Csenge Advisory Group | 0.08% | Reduce -48.1% | 13,313 | $1.5M |
| Worth Financial Advisory Group, LLC | 1.00% | Add +4.8% | 13,280 | $1.4M |
| Level Four Advisory Services, LLC | 0.08% | No change | 13,012 | $1.4M |
| Hollencrest Capital Management | 0.07% | Reduce -4.8% | 13,217 | $1.4M |
| American Financial & Tax Strategies Inc. | 0.77% | Reduce -0.7% | 13,112 | $1.4M |
| CMG Global Holdings, LLC | 0.98% | Reduce -0.5% | 13,070 | $1.4M |
| Allie Family Office LLC | 0.84% | No change | 13,025 | $1.4M |
| West Wealth Group, LLC | 0.52% | New | 12,888 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +19.2% | 12,604 | $1.4M |
| Brasada Capital Management, LP | 0.25% | Add +10.4% | 12,530 | $1.4M |
| Probity Advisors, Inc. | 0.28% | Reduce -57.2% | 12,522 | $1.4M |
| Prospera Financial Services Inc | 0.04% | Reduce -6.5% | 12,499 | $1.4M |
| Founders Financial Alliance, LLC | 0.41% | Add +2.4% | 12,462 | $1.4M |
| Invesco Ltd. | 0.00% | Add +2.5% | 12,416 | $1.4M |
| Virtue Capital Management, LLC | 0.24% | Reduce -23.2% | 12,699 | $1.3M |
| Park Place Capital Corp | 0.48% | Reduce -23.7% | 12,359 | $1.3M |
| PAX Financial Group, LLC | 0.27% | Reduce -11.0% | 12,312 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +5.7% | 12,306 | $1.3M |
| Independent Family Office, LLC | 0.72% | Reduce -12.1% | 12,283 | $1.3M |
| Laurel Wealth Advisors LLC | 0.23% | Reduce -2.2% | 12,201 | $1.3M |
| CV Advisors LLC | 0.80% | Reduce -6.2% | 12,190 | $1.3M |
| XTX Topco Ltd | 0.18% | Add +227.2% | 12,021 | $1.3M |
| Proquility Private Wealth Partners, LLC | 0.45% | Add +91.5% | 12,015 | $1.3M |
| AXS Investments LLC | 0.31% | Reduce -20.0% | 12,000 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -38.7% | 11,893 | $1.3M |
| BLB&B Advisors, LLC | 0.07% | Reduce -15.6% | 11,818 | $1.3M |
| Clare Market Investments LLC | 0.40% | Reduce -2.3% | 11,659 | $1.3M |
| Exchange Capital Management, Inc. | 0.21% | Reduce -2.9% | 11,576 | $1.3M |
| Van Strum & Towne Inc. | 0.46% | Reduce -0.9% | 11,519 | $1.3M |
| ICA Group Wealth Management, LLC | 0.24% | Reduce -34.8% | 11,206 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +5.3% | 11,161 | $1.2M |
| Cabana LLC | 5.15% | Add +4.0% | 11,108 | $1.2M |
| Compound Planning, Inc. | 0.11% | Reduce -21.1% | 11,040 | $1.2M |
| Neumann Capital Management, LLC | 0.43% | Add +0.5% | 11,038 | $1.2M |
| LexAurum Advisors, LLC | 0.30% | Add +29.9% | 11,004 | $1.2M |
| World Equity Group, Inc. | 0.25% | Reduce -22.1% | 11,000 | $1.2M |
| SigFig Wealth Management, LLC | 0.04% | Reduce -57.2% | 10,959 | $1.2M |
| Tompkins Financial Corp. | 0.13% | Add +16.7% | 10,940 | $1.2M |
| Summit X, LLC | 0.30% | Reduce -55.9% | 10,742 | $1.2M |
| Indiana Trust & Investment Management Co | 0.47% | No change | 10,730 | $1.2M |
| Cypress Financial Planning LLC | 0.54% | Reduce -19.2% | 10,726 | $1.2M |
| Cambridge Advisors Inc. | 0.28% | Reduce -0.9% | 10,710 | $1.2M |
| Camelot Technology Advisors, Inc. | 1.08% | Reduce -1.3% | 10,695 | $1.2M |
| Global Trust Asset Management, LLC | 0.48% | Reduce -0.1% | 10,688 | $1.2M |
| Sunbelt Securities, Inc. | 0.13% | Add +15.0% | 10,629 | $1.2M |
| Allworth Financial LP | 0.01% | Add +2.0% | 10,557 | $1.1M |
| Diversify Advisory Services, LLC | 0.07% | — | 10,641 | $1.1M |
| Running Point Capital Advisors, LLC | 0.51% | Reduce -1.9% | 10,471 | $1.1M |
| JT Stratford LLC | 0.22% | Reduce -15.6% | 10,244 | $1.1M |
| Bright Financial Advisors, Inc. | 0.83% | — | 13,218 | $1.1M |
| Etesian Wealth Advisors, Inc. | 0.64% | Reduce -4.9% | 10,186 | $1.1M |
| Cascade Financial Partners, LLC | 0.16% | — | 10,396 | $1.1M |
| Lane & Associates LLC | 0.69% | Add +14.1% | 10,117 | $1.1M |
| Ledyard National Bank | 0.11% | Reduce -1.1% | 10,105 | $1.1M |
| Bay Harbor Wealth Management, LLC | 0.39% | Reduce -62.6% | 10,075 | $1.1M |
| Diversified, LLC | 0.15% | Add +16.5% | 10,012 | $1.1M |
| Park National Corp. | 0.04% | Reduce -1.3% | 10,004 | $1.1M |
| Wunderlich Capital Managemnt | 0.49% | No change | 9,952 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Add +1.5% | 9,900 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +258.2% | 9,898 | $1.1M |
| Performance Wealth Partners, LLC | 0.05% | Add +105.7% | 11,717 | $1.1M |
| LYNX Capital Group Ltd. | 0.72% | Add +0.0% | 9,854 | $1.1M |
| Coordinated Financial Services, Inc. | 0.95% | — | 9,809 | $1.1M |
| Focus Financial Network, Inc. | 0.05% | — | 10,062 | $1.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 9,579 | $1.0M |
| Castleview Partners, LLC | 0.58% | Reduce -3.7% | 9,499 | $1.0M |
| TNF LLC | 0.41% | Reduce -54.6% | 9,830 | $1.0M |
| Tempus Wealth Planning, LLC | 0.45% | Add +82.5% | 9,438 | $1.0M |
| Renasant Bank | 0.73% | Reduce -7.1% | 9,371 | $1.0M |
| Ridgewood Investments LLC | 0.54% | Add +15.4% | 9,316 | $1.0M |
| True Vision MN LLC | 0.71% | Reduce -41.0% | 9,613 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -14.8% | 9,266 | $1.0M |
| Sharper & Granite LLC | 0.48% | No change | 9,365 | $1.0M |
| Bellecapital International Ltd. | 0.22% | No change | 9,173 | $999K |
| Traynor Capital Management, Inc. | 0.09% | Reduce -2.6% | 9,160 | $998K |
| GFG Capital, LLC | 0.26% | Reduce -94.9% | 9,130 | $994K |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +12.0% | 9,128 | $994K |
| Spire Wealth Management | 0.02% | Reduce -60.3% | 8,944 | $974K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -5.3% | 8,929 | $973K |
| Rathbones Group PLC | 0.01% | No change | 8,899 | $969K |
| Omega Financial Group, LLC | 0.39% | Add +0.1% | 8,844 | $963K |
| Private Trust Co. NA | 0.10% | Reduce -13.7% | 8,831 | $962K |
| Arrowroot Family Office, LLC | 0.61% | Add +19.1% | 8,794 | $958K |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -38.1% | 8,771 | $955K |
| Global Retirement Partners, LLC | 0.04% | Reduce -37.8% | 8,728 | $951K |
| FinTrust Capital Advisors, LLC | 0.18% | Reduce -43.5% | 8,698 | $947K |
| Hancock Whitney Corp. | 0.03% | Reduce -38.7% | 8,679 | $945K |
| LPWM LLC | 0.35% | Add +5.5% | 8,888 | $942K |
| Kaizen Financial Strategies | 0.64% | Reduce -0.2% | 8,647 | $942K |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -5.7% | 8,586 | $935K |
| Syntax Research, Inc. | 0.71% | Reduce -0.6% | 8,584 | $935K |
| Castle Rock Wealth Management, LLC | 0.26% | Add +5.8% | 8,892 | $934K |
| Cornerstone Wealth Group, LLC | 0.09% | Add +318.1% | 8,555 | $932K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -41.5% | 8,515 | $927K |
| Liberty Wealth Management LLC | 0.18% | Reduce -69.6% | 8,505 | $926K |
| Fermata Advisors, LLC | 0.20% | Reduce -87.0% | 8,325 | $907K |
| Winthrop Advisory Group LLC | 0.13% | Add +41.3% | 8,316 | $906K |
| Old Mission Investment Co LLC | 0.30% | Reduce -18.0% | 8,300 | $904K |
| FineMark National Bank & Trust | 0.03% | Add +4.0% | 8,276 | $901K |
| Sage Investment Advisers LLC | 1.03% | Reduce -0.5% | 8,268 | $901K |
| Investment House LLC | 0.05% | Reduce -1.2% | 8,265 | $900K |
| Riggs Asset Managment Co. Inc. | 0.26% | Reduce -7.0% | 8,256 | $899K |
| Smallwood Wealth Investment Management, LLC | 0.69% | No change | 8,223 | $896K |
| Argonautica Private Wealth Management, Inc. | 0.32% | Add +6.3% | 8,162 | $889K |
| Magnus Financial Group LLC | 0.11% | Add +24.4% | 8,124 | $885K |
| TRUE Private Wealth Advisors | 0.10% | Reduce -45.3% | 8,108 | $883K |
| Moors & Cabot, Inc. | 0.05% | Reduce -0.1% | 8,082 | $880K |
| Compass Ion Advisors, LLC | 0.13% | Reduce -9.1% | 8,025 | $874K |
| Silverlake Wealth Management LLC | 0.44% | Add +21.0% | 8,024 | $874K |
| David J Yvars Group | 0.58% | Add +9.1% | 7,953 | $866K |
| Raymond James Trust N.A. | 0.02% | Reduce -4.8% | 7,920 | $863K |
| Camarda Financial Advisors, LLC | 0.35% | Reduce -5.6% | 7,919 | $863K |
| E Fund Management Co., Ltd. | 0.05% | No change | 7,900 | $860K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.56% | No change | 7,900 | $860K |
| PFG Advisors | 0.06% | Add +1.6% | 7,895 | $860K |
| Titleist Asset Management, LLC | 0.15% | Reduce -29.9% | 7,867 | $857K |
| Dohj, LLC | 0.22% | Add +31.8% | 7,763 | $846K |
| Oxinas Partners, LLC | 0.54% | Add +246.2% | 7,586 | $826K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -4.1% | 7,570 | $825K |
| Midwest Professional Planners, LTD. | 0.29% | Add +0.3% | 7,542 | $821K |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -23.5% | 7,515 | $818K |
| Merit Financial Group, LLC | 0.02% | Reduce -81.1% | 7,662 | $815K |
| EPIQ Capital Group, LLC | 0.32% | Add +68.4% | 7,472 | $814K |
| Strategic Blueprint, LLC | 0.06% | Reduce -12.5% | 7,435 | $810K |
| Greytown Advisors Inc. | 0.43% | No change | 7,093 | $773K |
| Outlook Wealth Advisors, LLC | 0.24% | New | 7,041 | $767K |
| Heritage Trust Co | 0.10% | Add +0.1% | 7,024 | $765K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.4% | 7,000 | $762K |
| City State Bank | 0.33% | Add +16.9% | 6,910 | $753K |
| Berger Financial Group, Inc | 0.06% | Reduce -23.0% | 6,911 | $753K |
| Copperleaf Capital, LLC | 0.65% | Reduce -26.9% | 6,909 | $752K |
| Pinebridge Investments, L.P. | 0.01% | Add +36.4% | 6,891 | $751K |
| Arrien Investments, Inc. | 0.59% | New | 6,826 | $743K |
| Mount Lucas Management LP | 0.25% | Add +37.8% | 6,735 | $734K |
| McAdam, LLC | 0.05% | Add +0.6% | 6,730 | $733K |
| Rockingstone Advisors LLC | 0.38% | Reduce -2.5% | 6,705 | $730K |
| Gouws Capital LLC | 0.55% | Add +7.2% | 6,676 | $727K |
| Cypress Wealth Services, LLC | 0.17% | Reduce -62.8% | 6,664 | $726K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -15.7% | 6,656 | $725K |
| Centurion Wealth Management LLC | 0.28% | Reduce -65.7% | 6,618 | $721K |
| Watershed Private Wealth LLC | 0.32% | Reduce -84.9% | 6,544 | $713K |
| TFB Advisors LLC | 0.26% | Reduce -60.6% | 6,715 | $705K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +12.2% | 6,451 | $702K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -11.8% | 6,407 | $698K |
| Modern Wealth Management, LLC | 0.06% | Add +57.3% | 6,402 | $697K |
| Adaptive Financial Consulting, LLC | 0.31% | Add +8.6% | 6,369 | $694K |
| Redwood Investment Management, LLC | 0.07% | Reduce -61.2% | 6,348 | $691K |
| Trexquant Investment LP | 0.01% | New | 6,320 | $688K |
| Palouse Capital Management, Inc. | 0.45% | Reduce -18.3% | 6,266 | $682K |
| Regimen Wealth, LLC | 0.24% | Add +0.0% | 6,256 | $681K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.3% | 6,196 | $675K |
| Horst & Graben Wealth Management LLC | 0.14% | Add +60.4% | 6,180 | $673K |
| Koshinski Asset Management, Inc. | 0.07% | Add +94.4% | 6,116 | $666K |
| Greenup Street Wealth Management LLC | 0.17% | New | 6,104 | $665K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 6,076 | $663K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -70.3% | 6,012 | $655K |
| Summit Wealth Partners, LLC | 0.14% | Reduce -6.3% | 5,986 | $652K |
| Cynosure Group, LLC | 0.12% | Reduce -4.0% | 5,926 | $645K |
| Cobblestone Asset Management LLC | 0.44% | Reduce -77.6% | 5,908 | $643K |
| RDA Financial Network | 0.22% | Add +0.6% | 5,827 | $635K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -12.9% | 5,814 | $633K |
| Main Street Financial Solutions, LLC | 0.07% | Add +2.0% | 5,782 | $630K |
| New England Professional Planning Group Inc. | 0.32% | No change | 5,718 | $623K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -2.3% | 5,667 | $617K |
| KMG Fiduciary Partners, LLC | 0.06% | Reduce -18.9% | 5,666 | $617K |
| Coppell Advisory Solutions Corp. | 0.12% | — | 5,608 | $611K |
| Daymark Wealth Partners, LLC | 0.03% | Add +34.8% | 5,588 | $609K |
| Private Portfolio Partners LLC | 0.13% | Add +3.6% | 5,570 | $607K |
| Peak Financial Management, Inc. | 0.19% | Reduce -0.6% | 5,550 | $604K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +158.0% | 5,541 | $604K |
| Natixis | 0.00% | Add +139.1% | 5,540 | $603K |
| Life Line Wealth Management LLC | 0.23% | Add +11.6% | 5,533 | $603K |
| Fonville Wealth Management LLC | 0.26% | Add +3.9% | 5,487 | $598K |
| PPM America Inc. | 3.98% | New | 5,475 | $596K |
| Independence Bank of Kentucky | 0.18% | No change | 5,464 | $595K |
| Summa Corp. | 0.32% | No change | 5,450 | $594K |
| Fort Point Capital Partners LLC | 0.08% | Reduce -3.4% | 5,418 | $590K |
| Intergy Private Wealth, LLC | 0.24% | Reduce -5.3% | 5,413 | $590K |
| GTS Securities LLC | 0.02% | New | 5,402 | $588K |
| Carmichael Hill & Associates, Inc. | 0.24% | Add +74.4% | 5,401 | $588K |
| GeoWealth Management, LLC | 0.02% | Reduce -50.6% | 5,369 | $585K |
| Tiemann Investment Advisors, LLC | 0.26% | No change | 5,330 | $581K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,300 | $577K |
| Harbour Investments, Inc. | 0.02% | Reduce -27.8% | 5,287 | $576K |
| Cosner Financial Group, LLC | 0.41% | Reduce -26.0% | 5,272 | $574K |
| Creative Financial Designs Inc. | 0.05% | Add +71.9% | 5,249 | $572K |
| Melfa Wealth Management, Inc. | 0.41% | New | 5,224 | $569K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -72.4% | 5,163 | $562K |
| Solstein Capital, LLC | 0.39% | Reduce -36.8% | 5,153 | $561K |
| James Investment Research, Inc. | 0.07% | Add +33.5% | 5,093 | $555K |
| Ancora Advisors LLC | 0.01% | Add +4.9% | 5,089 | $554K |
| Bright Futures Wealth Management, LLC. | 0.30% | — | 5,132 | $553K |
| Cibc World Market Inc. | 0.00% | New | 5,066 | $552K |
| Sierra Capital LLC | 0.07% | Reduce -50.5% | 4,970 | $541K |
| Peregrine Asset Advisers, Inc. | 0.22% | Reduce -6.9% | 4,963 | $541K |
| Banco BTG Pactual S.A. | 0.17% | New | 5,000 | $540K |
| HCR Wealth Advisors | 0.08% | Add +1.3% | 4,935 | $538K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -65.9% | 4,931 | $537K |
| Vermillion & White Wealth Management Group, LLC | 0.43% | Reduce -1.8% | 4,907 | $534K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -5.6% | 4,897 | $533K |
| Fiera Capital Corp | 0.00% | Add +2.4% | 4,878 | $531K |
| M3 Advisory Group, LLC | 0.48% | Add +12.9% | 4,856 | $529K |
| International Assets Investment Management, LLC | 0.05% | Reduce -27.1% | 4,892 | $526K |
| Cantor Fitzgerald, L. P. | 0.13% | Add +1.3% | 4,803 | $523K |
| Kepos Capital LP | 0.14% | Reduce -9.4% | 4,800 | $523K |
| Keystone Financial Services | 0.23% | Reduce -84.6% | 4,793 | $522K |
| Gradient Capital Advisors, LLC | 0.19% | Reduce -4.8% | 4,751 | $517K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +2.5% | 4,744 | $517K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -60.0% | 4,689 | $511K |
| Investments & Financial Planning, LLC | 0.35% | Add +1.7% | 4,658 | $507K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -36.9% | 4,639 | $505K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +45.2% | 4,580 | $499K |
| NTV Asset Management LLC | 0.08% | Reduce -1.1% | 4,575 | $498K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -29.6% | 4,533 | $494K |
| Ehrlich Financial Group | 0.41% | Add +18.5% | 4,518 | $492K |
| Banque Pictet & Cie SA | 0.01% | Reduce -84.0% | 4,474 | $487K |
| Propel Bio Management, LLC | 0.28% | No change | 4,456 | $485K |
| Simplify Asset Management Inc. | 0.05% | Reduce -95.3% | 4,456 | $485K |
| Algorithmic Investment Models, LLC | 0.36% | Add +6.8% | 4,443 | $484K |
| Canvas Wealth Advisors, LLC | 0.16% | Add +104.4% | 4,600 | $484K |
| Stone House Investment Management, LLC | 0.11% | Reduce -88.5% | 4,392 | $478K |
| Wealth Advisory Solutions, LLC | 0.12% | Add +8.5% | 4,346 | $473K |
| Rareview Capital LLC | 0.46% | New | 4,339 | $473K |
| Innealta Capital, LLC | 0.20% | Reduce -12.5% | 4,329 | $472K |
| HB Wealth Management, LLC | 0.01% | Add +1.4% | 4,287 | $467K |
| Advisors Asset Management, Inc. | 0.01% | Add +5.3% | 4,265 | $465K |
| TFG Advisers LLC | 0.18% | Reduce -9.0% | 4,262 | $464K |
| CVA Family Office, LLC | 0.08% | Add +0.0% | 4,255 | $463K |
| Chicago Partners Investment Group LLC | 0.02% | New | 4,385 | $462K |
| Ground Swell Capital, LLC | 0.48% | New | 4,242 | $462K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -3.6% | 4,191 | $456K |
| Source Financial Advisors LLC | 0.14% | Add +35.0% | 4,170 | $454K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +3.5% | 4,151 | $453K |
| Morningstar Investment Services LLC | 0.01% | Reduce -65.4% | 4,126 | $450K |
| Aft, Forsyth & Company, Inc. | 0.26% | Reduce -0.5% | 4,127 | $450K |
| Breakwater Capital Group | 0.11% | Add +53.0% | 4,103 | $447K |
| Gateway Wealth Partners, LLC | 0.16% | Reduce -39.9% | 4,072 | $444K |
| Life Planning Partners, Inc | 0.44% | No change | 4,044 | $440K |
| White Pine Capital LLC | 0.16% | Reduce -24.9% | 4,126 | $433K |
| Moser Wealth Advisors, LLC | 0.24% | No change | 3,965 | $432K |
| Cypress Capital Group | 0.05% | Reduce -12.6% | 3,961 | $431K |
| Planned Solutions, Inc. | 0.21% | No change | 3,942 | $429K |
| Phillips Financial Management, LLC | 0.03% | Add +0.2% | 3,912 | $426K |
| Abich Financial Wealth Management LLC | 0.33% | Add +723.7% | 3,896 | $424K |
| Optimum Investment Advisors | 0.19% | Add +109.3% | 3,883 | $423K |
| SVB Wealth LLC | 0.01% | Reduce -4.9% | 3,860 | $420K |
| Avaii Wealth Management, LLC | 0.25% | Reduce -41.0% | 3,855 | $420K |
| Private Wealth Group, LLC | 0.21% | New | 3,779 | $412K |
| Addison Capital Co | 0.20% | New | 3,755 | $409K |
| 1ST Source Bank | 0.02% | Add +2.8% | 3,748 | $408K |
| IMS Capital Management | 0.19% | Reduce -1.7% | 3,735 | $407K |
| Exchange Bank | 0.33% | No change | 3,722 | $405K |
| Detalus Advisors, LLC | 0.14% | Reduce -8.1% | 3,716 | $405K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -57.7% | 3,682 | $401K |
| Headlands Technologies LLC | 0.10% | Add +28.5% | 3,674 | $400K |
| SlateStone Wealth, LLC | 0.04% | No change | 3,608 | $393K |
| Independent Wealth Network Inc. | 0.18% | Add +14.8% | 3,606 | $393K |
| Prairie Wealth Advisors, Inc. | 0.18% | — | 3,605 | $393K |
| Venture Visionary Partners LLC | 0.02% | Add +5.5% | 3,605 | $393K |
| Waverly Advisors, LLC | 0.01% | Add +49.1% | 3,591 | $391K |
| Atlas Private Wealth Advisors | 0.13% | Reduce -53.1% | 3,581 | $390K |
| CAP Partners, LLC | 0.34% | Reduce -42.3% | 3,529 | $384K |
| L.M. Kohn & Company | 0.11% | Add +52.4% | 3,501 | $381K |
| Adams Asset Advisors, LLC | 0.05% | Reduce -15.2% | 3,476 | $379K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -38.8% | 3,538 | $376K |
| Haverford Trust Co | 0.00% | No change | 3,448 | $376K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -22.9% | 3,437 | $374K |
| Financial Counselors Inc. | 0.01% | Add +28.2% | 3,435 | $374K |
| Disciplined Investments, LLC | 0.20% | New | 3,384 | $369K |
| ProVise Management Group, LLC | 0.03% | Add +2.0% | 3,343 | $364K |
| Modera Wealth Management, LLC | 0.01% | Reduce -36.9% | 3,315 | $361K |
| Meadow Creek Wealth Advisors LLC | 0.25% | Reduce -0.6% | 3,314 | $361K |
| Fluent Financial, LLC | 0.20% | Add +1.1% | 3,313 | $361K |
| HUB Investment Partners, LLC | 0.02% | Add +10.4% | 3,302 | $360K |
| Fortis Capital Management LLC | 0.09% | Reduce -1.9% | 3,289 | $358K |
| Mosley Wealth Management | 0.33% | Reduce -50.4% | 3,255 | $355K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -40.9% | 3,245 | $353K |
| Empower Advisory Group, LLC | 0.00% | Add +13.0% | 3,244 | $353K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -57.1% | 3,240 | $353K |
| Wheelhouse Advisory Group LLC | 0.27% | Reduce -1.1% | 3,234 | $352K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +61.2% | 3,224 | $351K |
| City Center Advisors, LLC | 0.41% | — | 3,207 | $349K |
| Bokf, NA | 0.01% | Reduce -36.4% | 3,240 | $348K |
| Summit Financial, LLC | 0.02% | New | 3,184 | $347K |
| Security Financial Services, INC. | 0.08% | Reduce -82.9% | 3,159 | $344K |
| Towneley Capital Management, Inc / DE | 0.08% | Add +0.6% | 3,147 | $343K |
| ARS Wealth Advisors Group, LLC | 0.05% | New | 3,115 | $339K |
| Spreng Capital Management, Inc. | 0.18% | Reduce -7.4% | 3,113 | $339K |
| Savvy Advisors, Inc. | 0.19% | Reduce -11.3% | 3,063 | $334K |
| Sawgrass Asset Management LLC | 0.04% | No change | 3,029 | $330K |
| Aquire Wealth Advisors, LLC | 0.11% | No change | 3,015 | $328K |
| Strategy Asset Managers LLC | 0.07% | Reduce -7.9% | 2,996 | $326K |
| Berkshire Money Management, Inc. | 0.04% | New | 2,985 | $325K |
| Forte Asset Management LLC | 0.20% | Reduce -1.2% | 2,973 | $324K |
| City Holding Co. | 0.05% | Reduce -37.9% | 2,964 | $323K |
| Napatree Capital LLC | 0.31% | No change | 3,066 | $322K |
| Retirement Group, LLC | 0.11% | Reduce -4.9% | 2,910 | $317K |
| Good Life Advisors, LLC | 0.03% | Add +9.8% | 2,903 | $316K |
| Resurgent Financial Advisors LLC | 0.17% | Reduce -33.0% | 2,877 | $313K |
| VestGen Investment Management | 0.09% | Reduce -87.7% | 2,868 | $312K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.1% | 2,864 | $312K |
| Raleigh Capital Management Inc. | 0.13% | Add +228.8% | 2,861 | $312K |
| Fiduciary Trust Co | 0.00% | Reduce -1.5% | 2,838 | $309K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.4% | 2,836 | $309K |
| Robinson Smith Wealth Advisors LLC | 0.30% | Reduce -0.1% | 2,831 | $308K |
| Rothschild Investment LLC | 0.02% | No change | 2,820 | $307K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -62.4% | 2,804 | $305K |
| Caldwell Trust Co | 0.04% | No change | 2,795 | $304K |
| Signal Advisors Wealth, LLC | 0.08% | Reduce -25.8% | 2,793 | $304K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -1.6% | 2,737 | $298K |
| OxenFree Capital LLC | 0.27% | Reduce -0.6% | 2,727 | $297K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -9.5% | 2,723 | $297K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -27.7% | 2,718 | $296K |
| BCS Wealth Management | 0.10% | Add +0.1% | 2,719 | $296K |
| Verity & Verity, LLC | 0.03% | New | 2,671 | $291K |
| Legacy Financial Group LLC | 0.06% | New | 2,670 | $291K |
| Tucker Asset Management LLC | 0.07% | Add +8650.0% | 2,625 | $286K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -4.4% | 2,613 | $285K |
| Strait & Sound Wealth Management LLC | 0.16% | Reduce -6.4% | 2,674 | $283K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Reduce -5.4% | 2,584 | $281K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.3% | 2,548 | $277K |
| Acorn Wealth Advisors, LLC | 0.14% | Add +0.2% | 2,536 | $276K |
| Waterloo Capital, L.P. | 0.04% | Reduce -36.4% | 2,529 | $275K |
| Wintrust Investments LLC | 0.02% | Add +0.4% | 2,514 | $274K |
| Dimension Capital Management LLC | 0.05% | No change | 2,513 | $274K |
| Beacon Financial Group | 0.03% | Reduce -25.6% | 2,509 | $273K |
| NBT Bank, N.A. | 0.02% | Reduce -33.0% | 2,502 | $273K |
| Jentner Corp | 0.10% | No change | 2,500 | $272K |
| Tritonpoint Wealth, LLC | 0.03% | Add +359.3% | 11,294 | $272K |
| ONE Advisory Partners, LLC | 0.13% | Reduce -90.6% | 2,497 | $272K |
| Walker Asset Management, LLC | 0.18% | Add +0.5% | 2,490 | $271K |
| Empirical Asset Management, LLC | 0.13% | Add +0.7% | 2,479 | $270K |
| Maripau Wealth Management LLC | 0.20% | Reduce -30.8% | 2,478 | $270K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +181.0% | 2,476 | $270K |
| RPg Family Wealth Advisory, LLC | 0.09% | New | 2,466 | $269K |
| WR Wealth Planners, LLC | 0.08% | Reduce -37.0% | 2,453 | $267K |
| DAVENPORT & Co LLC | 0.00% | Reduce -20.9% | 2,452 | $267K |
| Grandview Asset Management LLC | 0.12% | Add +0.1% | 2,450 | $267K |
| Legacy Edge Advisors, LLC | 0.06% | New | 2,441 | $266K |
| Albion Financial Group | 0.02% | Reduce -78.2% | 2,435 | $265K |
| PFG Investments, LLC | 0.02% | Add +29.0% | 2,434 | $265K |
| Belpointe Asset Management LLC | 0.02% | Reduce -17.2% | 2,431 | $265K |
| Wealth Effects LLC | 0.10% | Reduce -9.5% | 2,420 | $264K |
| SWS Partners | 0.08% | No change | 2,406 | $262K |
| Sandy Spring Bank | 0.01% | Add +139.9% | 2,404 | $262K |
| Colton Groome Financial Advisors, LLC | 0.10% | Reduce -41.2% | 2,341 | $255K |
| BHK Investment Advisors, LLC | 0.10% | Add +0.7% | 2,361 | $254K |
| RiverGlades Family Offices LLC | 0.20% | Reduce -1.5% | 2,378 | $254K |
| J. W. Coons Advisors, LLC | 0.04% | No change | 2,327 | $253K |
| Dumont & Blake Investment Advisors LLC | 0.07% | No change | 2,309 | $251K |
| Kanawha Capital Management LLC | 0.02% | Add +0.3% | 2,293 | $250K |
| Red Spruce Capital, LLC | 0.12% | No change | 2,287 | $249K |
| Baker Tilly Wealth Management, LLC | 0.04% | Reduce -28.0% | 2,287 | $249K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -33.5% | 2,287 | $249K |
| Concord Wealth Partners | 0.04% | Add +0.6% | 2,285 | $249K |
| LGT Financial Advisors LLC | 0.29% | Reduce -15.7% | 2,277 | $248K |
| Nilsine Partners, LLC | 0.03% | No change | 2,275 | $248K |
| Balboa Wealth Partners | 0.08% | Reduce -74.6% | 2,269 | $247K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -74.6% | 2,210 | $241K |
| Sandhill Capital Partners LLC | 0.02% | Add +3.1% | 2,205 | $240K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,205 | $240K |
| Jessup Wealth Management, Inc | 0.10% | Reduce -1.4% | 2,197 | $239K |
| Mainstay Capital Management LLC | 0.05% | Reduce -96.3% | 2,196 | $239K |
| Chapin Davis, Inc. | 0.09% | Reduce -3.6% | 2,195 | $239K |
| Destiny Wealth Partners, LLC | 0.04% | Reduce -32.6% | 2,192 | $239K |
| Guardian Capital Advisors LP | 0.03% | New | 2,264 | $238K |
| Larson Financial Group LLC | 0.02% | Add +4.0% | 2,178 | $237K |
| Davies Financial Advisors, Inc. | 0.24% | — | 2,165 | $236K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -2.9% | 2,147 | $234K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +5.7% | 29,927 | $234K |
| Financial Sense Advisors, Inc. | 0.08% | New | 2,130 | $232K |
| 4Thought Financial Group Inc. | 0.15% | Add +19.8% | 2,128 | $232K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +0.6% | 2,127 | $232K |
| Apexium Financial, LP | 0.02% | Reduce -7.8% | 2,108 | $230K |
| Channel Wealth LLC | 0.09% | Reduce -50.0% | 2,106 | $229K |
| Norden Group LLC | 0.05% | New | 2,104 | $229K |
| Vident Advisory, LLC | 0.00% | Reduce -33.3% | 2,100 | $229K |
| Verde Capital Management | 0.08% | Add +9.5% | 2,099 | $229K |
| Parkside Financial Bank & Trust | 0.04% | No change | 2,081 | $227K |
| Powell Investment Advisors, LLC | 0.12% | Add +0.7% | 2,052 | $224K |
| Caldwell Sutter Capital, Inc. | 0.11% | Add +2.5% | 2,037 | $222K |
| Archer Investment Corp | 0.07% | Add +0.5% | 2,031 | $221K |
| CNB Bank | 0.11% | No change | 2,024 | $220K |
| Hexagon Capital Partners LLC | 0.05% | Reduce -18.1% | 2,015 | $219K |
| Meridian Wealth Management, LLC | 0.04% | Add +4.2% | 2,006 | $218K |
| Private Wealth Partners, LLC | 0.02% | No change | 2,000 | $218K |
| Root Financial Partners, LLC | 0.06% | New | 1,978 | $215K |
| Bank of Nova Scotia | 0.00% | New | 1,968 | $214K |
| Truefg, LLC | 0.08% | Reduce -1.4% | 1,966 | $214K |
| Key Financial Inc | 0.05% | No change | 1,952 | $213K |
| Richardson Financial Services Inc. | 0.15% | Reduce -13.2% | 1,978 | $211K |
| Claret Asset Management Corp | 0.04% | Reduce -9.5% | 1,906 | $208K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 1,880 | $205K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.4% | 1,875 | $204K |
| Obsidian Cio, LLC | 0.05% | New | 1,874 | $204K |
| Pine Harbor Wealth Management, LLC | 0.13% | Add +0.4% | 1,846 | $201K |
| Procyon Advisors, LLC | 0.02% | Reduce -1.4% | 1,842 | $201K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -39.7% | 1,840 | $200K |
| Colonial Trust Co / SC | 0.04% | Add +18.1% | 1,797 | $196K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.6% | 1,794 | $195K |
| Heck Capital Advisors, LLC | 0.03% | New | 1,775 | $193K |
| Global Assets Advisory, LLC | 0.12% | New | 1,796 | $193K |
| Whittier Trust Co. | 0.00% | Reduce -66.0% | 1,749 | $190K |
| Kelly Financial Services LLC | 0.07% | Reduce -96.9% | 1,737 | $189K |
| Beacon Capital Management, LLC | 0.04% | Add +99.9% | 1,667 | $182K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -24.8% | 1,471 | $160K |
| Templeton & Phillips Capital Management, LLC | 0.14% | New | 1,416 | $154K |
| Continuum Advisory, LLC | 0.02% | Reduce -86.3% | 1,419 | $151K |
| Sachetta, LLC | 0.07% | No change | 1,344 | $149K |
| Bank of New Hampshire | 0.04% | Add +3.5% | 1,346 | $147K |
| Front Row Advisors LLC | 0.05% | Add +82.9% | 1,330 | $145K |
| Benjamin Edwards Inc. | 0.03% | Reduce -17.5% | 1,293 | $141K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 1,280 | $139K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -96.7% | 1,232 | $135K |
| Tidemark, LLC | 0.07% | Reduce -0.1% | 1,234 | $134K |
| Covestor Ltd | 0.08% | Add +2.2% | 1,219 | $133K |
| Clearstead Advisors, LLC | 0.01% | No change | 1,214 | $129K |
| Wallace Hart LLC | 0.11% | — | 1,173 | $128K |
| Bessemer Group Inc. | 0.00% | Reduce -20.7% | 1,130 | $123K |
| Tsfg, LLC | 0.03% | Reduce -8.3% | 1,074 | $117K |
| Sound Income Strategies, LLC | 0.01% | Add +2.9% | 995 | $108K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 973 | $106K |
| Webster Bank, N. A. | 0.01% | No change | 967 | $105K |
| Boyd Watterson Asset Management LLC | 0.04% | Reduce -37.2% | 965 | $105K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -18.6% | 934 | $102K |
| AlphaCentric Advisors LLC | 0.06% | Add +30.9% | 920 | $100K |
| Raffa Wealth Management, LLC | 0.03% | No change | 910 | $99K |
| Financial Freedom, LLC | 0.06% | Add +0.8% | 901 | $98K |
| Provenance Wealth Advisors, LLC | 0.01% | New | 881 | $96K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 872 | $95K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -87.7% | 864 | $94K |
| Main Street Group, LTD | 0.04% | New | 840 | $92K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -1.6% | 836 | $91K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 805 | $89K |
| Rosenberg Matthew Hamilton | 0.03% | Add +59.1% | 805 | $86K |
| Register Financial Advisors LLC | 0.04% | No change | 775 | $84K |
| Signaturefd, LLC | 0.00% | Add +661.4% | 769 | $84K |
| Peoples Bank | 0.06% | Reduce -66.2% | 730 | $80K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 715 | $78K |
| Adirondack Trust Co. | 0.03% | No change | 714 | $78K |
| Salem Investment Counselors Inc. | 0.00% | Add +43.5% | 712 | $78K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Reduce -23.4% | 692 | $75K |
| CENTRAL TRUST Co | 0.00% | Reduce -52.5% | 677 | $74K |
| Barrett & Company, Inc. | 0.03% | No change | 655 | $71K |
| PrairieView Partners, LLC | 0.01% | No change | 642 | $70K |
| Union Savings Bank | 0.04% | No change | 630 | $69K |
| HM Payson & Co. | 0.00% | New | 629 | $69K |
| Aspire Private Capital, LLC | 0.02% | Reduce -78.4% | 624 | $68K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -62.1% | 619 | $66K |
| Frazier Financial Advisors, LLC | 0.05% | New | 590 | $64K |
| Element Wealth, LLC | 0.04% | Add +6.8% | 585 | $64K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -75.1% | 573 | $62K |
| NWK Group, Inc. | 0.03% | Add +2.1% | 572 | $62K |
| Security National Bank | 0.01% | No change | 560 | $61K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 542 | $59K |
| Mechanics Financial Corp | 0.03% | No change | 531 | $58K |
| Activest Wealth Management | 0.03% | No change | 527 | $57K |
| Centerpoint Advisors, LLC | 0.02% | Add +43.6% | 520 | $57K |
| West Paces Advisors Inc. | 0.01% | No change | 500 | $54K |
| TCTC Holdings, LLC | 0.00% | Reduce -38.5% | 500 | $54K |
| Future Financial Wealth Managment LLC | 0.04% | New | 486 | $53K |
| Northwest Capital Management Inc | 0.02% | No change | 470 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -76.3% | 481 | $50K |
| Community Bank, N.A. | 0.01% | No change | 459 | $50K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -58.9% | 453 | $49K |
| Trust Co. of Vermont | 0.00% | No change | 450 | $49K |
| AlphaMark Advisors, LLC | 0.02% | Add +6.8% | 411 | $45K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -12.2% | 410 | $45K |
| Colonial Trust Advisors | 0.00% | Reduce -8.3% | 409 | $45K |
| Caitlin John, LLC | 0.03% | Add +185.6% | 397 | $43K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -97.5% | 391 | $43K |
| Nemes Rush Group LLC | 0.01% | No change | 382 | $42K |
| Criterion Capital Advisors, LLC | 0.03% | Reduce -29.2% | 374 | $41K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 368 | $41K |
| Avion Wealth | 0.01% | No change | 354 | $39K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 356 | $39K |
| Old Second National Bank of Aurora | 0.01% | No change | 349 | $38K |
| Spirit of America Management Corp. | 0.01% | New | 357 | $38K |
| Gould Capital, LLC | 0.03% | No change | 347 | $38K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 336 | $37K |
| Realta Investment Advisors | 0.01% | New | 304 | $33K |
| FWL Investment Management, LLC | 0.02% | Add +2.7% | 301 | $33K |
| Oakworth Capital, Inc. | 0.00% | Add +31.6% | 283 | $31K |
| Montag A & Associates Inc. | 0.00% | No change | 275 | $30K |
| Godsey & Gibb, Inc. | 0.00% | No change | 271 | $30K |
| Friedenthal Financial | 0.02% | Reduce -99.3% | 270 | $29K |
| Cambridge Trust Co. | 0.00% | No change | 270 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 265 | $29K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 263 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.6% | 247 | $27K |
| TD Capital Management LLC | 0.00% | No change | 240 | $26K |
| Creekmur Asset Management LLC | 0.01% | New | 238 | $26K |
| Highline Wealth Partners LLC | 0.01% | New | 235 | $26K |
| Quent Capital, LLC | 0.00% | Reduce -91.3% | 234 | $26K |
| New Republic Capital, LLC | 0.02% | Reduce -91.5% | 226 | $25K |
| Thompson Investment Management, Inc. | 0.00% | Add +95.7% | 225 | $25K |
| Matrix Trust Co | 0.01% | No change | 223 | $24K |
| Global Financial Private Client, LLC | 0.01% | Reduce -70.1% | 222 | $24K |
| Mather Group, Llc. | 0.00% | New | 215 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 216 | $24K |
| Silicon Valley Capital Partners | 0.00% | Add +0.5% | 214 | $23K |
| Pittenger & Anderson Inc. | 0.00% | No change | 210 | $23K |
| Cassady Schiller Wealth Management, LLC | 0.01% | Add +3.5% | 207 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 203 | $22K |
| Picton Mahoney Asset Management | 0.00% | Reduce -96.3% | 200 | $22K |
| Tyler-Stone Wealth Management | 0.01% | No change | 200 | $22K |
| Citizens National Bank Trust Department | 0.01% | Reduce -30.1% | 200 | $22K |
| EPG Wealth Management LLC | 0.01% | Reduce -12.1% | 197 | $21K |
| DecisionPoint Financial, LLC | 0.01% | New | 200 | $21K |
| Bangor Savings Bank | 0.00% | No change | 193 | $21K |
| Wolff Wiese Magana LLC | 0.02% | No change | 184 | $20K |
| Summit Securities Group LLC | 0.01% | New | 170 | $19K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -26.2% | 169 | $18K |
| Pflug Koory, LLC | 0.00% | No change | 164 | $18K |
| SRH Advisors, LLC | 0.01% | No change | 160 | $17K |
| Operose Advisors LLC | 0.01% | New | 160 | $17K |
| Transcendent Capital Group LLC | 0.01% | No change | 155 | $17K |
| PSI Advisors, LLC | 0.01% | Add +1430.0% | 153 | $17K |
| MB Generational Wealth, LLC | 0.01% | New | 18,811 | $16K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 150 | $16K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -83.8% | 137 | $15K |
| Ballast Advisors LLC | 0.00% | No change | 134 | $15K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 135 | $14K |
| Eagle Bay Advisors LLC | 0.01% | New | 129 | $14K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +0.8% | 127 | $14K |
| NFSG Corp | 0.01% | Reduce -11.3% | 126 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -11.4% | 124 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 121 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -15.0% | 119 | $13K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 118 | $13K |
| Stephens Consulting, LLC | 0.00% | No change | 118 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 116 | $13K |
| Piscataqua Savings Bank | 0.01% | Add +3.6% | 114 | $12K |
| Jones Financial Companies LLLP | 0.00% | New | 110 | $12K |
| Centennial Bank | 0.01% | No change | 102 | $11K |
| WASHINGTON TRUST Co | 0.00% | Reduce -80.4% | 100 | $11K |
| Investors Research Corp | 0.00% | Add +136.8% | 90 | $10K |
| JCIC Asset Management Inc. | 0.00% | No change | 85 | $9K |
| Gradient Investments LLC | 0.00% | Reduce -84.0% | 78 | $8K |
| First Manhattan Co. Llc. | 0.00% | Reduce -62.8% | 76 | $8K |
| Itau Unibanco Holding S.A. | 0.00% | No change | 75 | $8K |
| Sittner & Nelson, LLC | 0.00% | New | 69 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 69 | $8K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -48.1% | 68 | $7K |
| Spotlight Asset Group, Inc. | 0.01% | Reduce -94.1% | 66 | $7K |
| Breakwater Investment Management | 0.00% | — | 66 | $7K |
| Global Wealth Strategies & Associates | 0.00% | New | 58 | $6K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -87.7% | 53 | $6K |
| Hanseatic Management Services Inc. | 0.01% | No change | 52 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 47 | $5K |
| SYM FINANCIAL Corp | 0.00% | Reduce -85.6% | 45 | $5K |
| M&R Capital Management Inc. | 0.00% | No change | 40 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 39 | $4K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +44.0% | 36 | $4K |
| Woodmont Investment Counsel LLC | 0.00% | New | 35 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 25 | $3K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 27 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 23 | $3K |
| Western Pacific Wealth Management, LP | 0.00% | New | 22 | $2K |
| First United Bank & Trust | 0.00% | No change | 20 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 22 | $2K |
| VitalStone Financial, LLC | 0.00% | Reduce -42.1% | 22 | $2K |
| SouthState Bank Corp | 0.00% | New | 17 | $2K |
| MGB Wealth Management, LLC | 0.00% | No change | 17 | $2K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 16 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 15 | $2K |
| First Personal Financial Services | 0.00% | Reduce -97.1% | 15 | $2K |
| St Germain D J Co. Inc. | 0.00% | New | 15 | $2K |
| Clear Point Advisors Inc. | 0.00% | No change | 14 | $1K |
| American Capital Advisory, LLC | 0.00% | New | 12 | $1K |
| Truvestments Capital LLC | 0.00% | Reduce -85.3% | 11 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 18 | $1K |
| First Pacific Financial | 0.00% | Reduce -40.0% | 9 | $981 |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | No change | 6 | $654 |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -85.0% | 6 | $654 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 5 | $501 |
| MTM Investment Management, LLC | 0.00% | No change | 4 | $436 |
| Rakuten Securities, Inc. | 0.00% | New | 2 | $218 |
| Macroview Investment Management LLC | 0.00% | No change | 1 | $112 |
"% of holder's portfolio" is LQD's weight in each manager's 13F, not the share of Ishr Ibx Usd Invgd CB ETF-Ui the manager owns.