Ishr Ibx Usd Invgd CB ETF-UiLQDETF
13F holders, Q2 2024 (June 30)1,008holders −45
75new positions
126sold out
8famous investors
$107.09avg. 13F price*
At the end of Q2 2024, 1,008 institutions reported holding Ishr Ibx Usd Invgd CB ETF-Ui (LQD) in their 13F filings, down 45 from Q1 2024. 75 opened new positions and 126 sold out. The largest holders were Bank of America Corp. ($2.5B), Meiji Yasuda Life Insurance Co ($2.0B) and Fisher Asset Management ($1.7B). 8 famous investors held it, including Ken Fisher (0.7% of Fisher Asset Management's portfolio), Ray Dalio (0.6% of Bridgewater Associates's portfolio) and George Soros (0.4% of Soros Fund Management's portfolio).
- Company
- Ishr Ibx Usd Invgd CB ETF-Ui
- Filed as
- ISHARES TR (Q2 2024)
- CUSIP
- 464287242
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $286.3M |
| Exits | 126 | $541.9M |
All 13F filers, Q1 2024 → Q2 2024: 14,619,202 shares bought and 40,970,598 shares sold, net −26,351,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,008 holders
| Bank of America Corp. | 0.24% | Add +11.5% | 23,478,773 | $2.5B |
| Meiji Yasuda Life Insurance Co | 41.14% | No change | 19,120,368 | $2.0B |
| Fisher Asset Management | 0.75% | Add +1.4% | 16,038,275 | $1.7B |
| Japan Science & Technology Agency | 20.54% | No change | 13,806,450 | $1.5B |
| BlackRock Inc. | 0.03% | Reduce -0.1% | 13,754,927 | $1.5B |
| Financial Engines Advisors L.L.C. | 2.56% | Add +1.3% | 10,768,552 | $1.2B |
| Allianz Investment Management U.S. LLC | 69.94% | No change | 10,227,705 | $1.1B |
| Morgan Stanley | 0.07% | Reduce -5.3% | 8,726,413 | $934.8M |
| NYL Investors LLC | 59.82% | Reduce -45.9% | 7,792,288 | $834.7M |
| Wealthfront Advisers LLC | 2.20% | Add +2.5% | 6,104,015 | $653.9M |
| Prudential Financial Inc. | 0.91% | Reduce -47.1% | 5,663,101 | $606.6M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 4.32% | No change | 4,040,400 | $432.8M |
| Ameriprise Financial Inc. | 0.11% | Reduce -9.4% | 3,765,197 | $403.4M |
| UBS Group AG | 0.12% | Reduce -5.1% | 3,640,614 | $390.0M |
| Northern Trust Corp. | 0.06% | Add +10.7% | 3,533,723 | $378.5M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -30.3% | 3,521,742 | $377.2M |
| Wells Fargo & Company | 0.09% | Add +1.7% | 3,266,596 | $349.9M |
| Jane Street Group, LLC | 0.35% | Reduce -51.7% | 3,000,443 | $321.4M |
| HSBC Holdings PLC | 0.19% | Add +791.6% | 2,685,525 | $288.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.34% | Add +31.0% | 2,577,825 | $276.1M |
| Empower Annuity Insurance Co | 100.00% | No change | 2,456,850 | $263.2M |
| LPL Financial LLC | 0.12% | Reduce -9.6% | 2,302,876 | $246.7M |
| State of Michigan Retirement System | 1.20% | No change | 2,172,400 | $232.7M |
| Members Trust Co | 6.53% | Reduce -1.3% | 2,010,344 | $215.3M |
| Barclays PLC | 0.10% | Reduce -18.4% | 1,979,525 | $212.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -20.0% | 1,893,016 | $202.8M |
| Schroder Investment Management Group | 0.20% | Reduce -0.5% | 1,718,367 | $184.1M |
| Mutual of America Capital Management LLC | 1.85% | No change | 1,578,140 | $169.1M |
| Assetmark, Inc. | 0.50% | Reduce -34.0% | 1,520,216 | $162.8M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -4.4% | 1,426,268 | $152.8M |
| Royal Bank of Canada | 0.03% | Add +0.3% | 1,344,224 | $144.0M |
| Money Design Co.,Ltd. | 7.66% | Add +5.5% | 1,326,912 | $142.1M |
| Hudson Bay Capital Management LP | 1.22% | Add +116.7% | 1,300,000 | $139.3M |
| Panagora Asset Management Inc. | 0.69% | Reduce -1.9% | 1,290,176 | $138.2M |
| FMR LLC | 0.01% | Reduce -3.2% | 1,187,391 | $127.2M |
| Stifel Financial Corp. | 0.14% | Add +0.6% | 1,168,773 | $125.2M |
| Bridgewater Associates | 0.56% | Reduce -1.9% | 994,200 | $106.5M |
| Legal & General Group Plc | 0.03% | Add +54.5% | 900,141 | $96.4M |
| Man Group plc | 0.25% | Reduce -21.1% | 867,513 | $92.9M |
| Allspring Global Investments Holdings, LLC | 0.15% | Reduce -0.4% | 861,446 | $92.3M |
| Sumitomo Mitsui Financial Group, Inc. | 2.74% | Add +28.4% | 821,188 | $88.0M |
| D. E. Shaw & Co. | 0.13% | Reduce -16.8% | 819,800 | $87.8M |
| Principal Financial Group Inc. | 0.05% | Reduce -51.2% | 775,000 | $83.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.41% | Add +7.2% | 767,358 | $82.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +8.4% | 732,490 | $78.5M |
| Marshall Wace, LLP | 0.11% | Reduce -58.0% | 699,068 | $74.9M |
| Valmark Advisers, Inc. | 1.25% | Add +1.8% | 687,069 | $73.6M |
| Country Trust Bank | 1.85% | Add +0.0% | 682,961 | $73.2M |
| Neuberger Berman Group LLC | 0.06% | Add +228.2% | 659,649 | $70.7M |
| MML Investors Services, LLC | 0.28% | Add +5.5% | 641,497 | $68.7M |
| CTC Alternative Strategies, Ltd. | 27.04% | Add +72.4% | 595,000 | $63.7M |
| Focus Partners Wealth | 0.21% | Add +110.2% | 588,788 | $63.1M |
| TruWealth Advisors, LLC | 4.18% | Add +9.0% | 587,608 | $62.9M |
| Point72 Asset Management | 0.21% | Add +191.2% | 585,204 | $62.7M |
| Cetera Investment Advisers | 0.14% | Reduce -23.0% | 558,433 | $59.8M |
| Capula Management Ltd | 0.66% | New | 550,000 | $58.9M |
| State of New Jersey Common Pension Fund D | 0.25% | Reduce -32.4% | 540,991 | $58.0M |
| Prudential PLC | 0.38% | Add +38.8% | 509,335 | $54.6M |
| Diameter Capital Partners LP | 18.14% | Reduce -83.3% | 500,000 | $53.6M |
| Osaic Holdings, Inc. | 0.13% | Reduce -11.4% | 494,670 | $53.0M |
| iA Global Asset Management Inc. | 1.00% | Reduce -9.2% | 491,200 | $52.6M |
| GDS Wealth Management | 5.73% | Add +15.5% | 487,734 | $52.2M |
| Citigroup Inc. | 0.05% | Reduce -64.3% | 481,228 | $51.5M |
| Nuveen Asset Management, LLC | 0.01% | No change | 462,157 | $49.5M |
| Creative Planning | 0.05% | Add +3.7% | 431,621 | $46.2M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Reduce -8.5% | 428,753 | $45.9M |
| Raymond James & Associates | 0.03% | Add +8.2% | 419,938 | $45.0M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Reduce -37.4% | 417,617 | $44.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.9% | 417,193 | $44.7M |
| Bank of Korea | 100.00% | No change | 396,053 | $42.4M |
| LVZ, Inc. | 5.74% | Add +2.5% | 393,128 | $42.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.09% | Reduce -17.1% | 366,595 | $39.3M |
| Walleye Capital LLC | 0.45% | New | 365,000 | $39.1M |
| Composition Wealth, LLC | 0.92% | Add +50.4% | 353,121 | $37.8M |
| Sigma Planning Corp | 1.19% | Add +7.2% | 351,247 | $37.6M |
| BNP Paribas Financial Markets | 0.04% | Reduce -8.4% | 348,952 | $37.4M |
| USA Financial Formulas | 6.01% | Add +11.4% | 345,897 | $37.1M |
| Truist Financial Corp. | 0.06% | Reduce -7.5% | 340,221 | $36.4M |
| SimpliFi, Inc. | 16.66% | Reduce -3.3% | 336,830 | $36.1M |
| Townsend & Associates, Inc | 3.95% | Add +2.6% | 328,093 | $35.6M |
| Jefferies Financial Group Inc. | 0.74% | Reduce -28.6% | 326,014 | $34.9M |
| Squarepoint Ops LLC | 0.13% | New | 324,873 | $34.8M |
| Kestra Advisory Services, LLC | 0.19% | Add +183.5% | 321,463 | $33.6M |
| Capital Analysts, LLC | 1.47% | Add +3.2% | 311,400 | $33.4M |
| O'shaughnessy Asset Management, LLC | 0.34% | Add +23.0% | 306,946 | $32.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.84% | New | 303,000 | $32.5M |
| Toronto Dominion Bank | 0.05% | No change | 300,000 | $32.1M |
| Willis Johnson & Associates, Inc. | 2.56% | Add +9.2% | 292,030 | $31.3M |
| HighTower Advisors, LLC | 0.05% | Reduce -8.9% | 288,086 | $30.8M |
| Park Avenue Securities LLC | 0.36% | Reduce -20.4% | 276,843 | $29.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -13.5% | 275,755 | $29.5M |
| Keybank National Association | 0.12% | Reduce -0.8% | 271,339 | $29.1M |
| Atria Wealth Solutions, Inc. | 0.32% | Reduce -5.5% | 266,998 | $28.6M |
| Insight Wealth Strategies, LLC | 4.04% | Add +3.6% | 264,891 | $28.4M |
| First Foundation Advisors | 1.08% | Add +4.7% | 263,693 | $28.2M |
| Edmond DE Rothschild Holding S.A. | 0.48% | Reduce -0.0% | 262,319 | $28.1M |
| Conning Inc. | 1.00% | Reduce -39.9% | 250,101 | $26.8M |
| Petrus Trust Company, LTA | 2.49% | No change | 248,751 | $26.6M |
| Arax Advisory Partners | 2.51% | Add +5.8% | 239,867 | $25.7M |
| Ritholtz Wealth Management | 0.84% | Add +4.4% | 237,497 | $25.4M |
| Centiva Capital, LP | 1.21% | Reduce -90.5% | 231,996 | $24.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +0.1% | 220,357 | $23.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.39% | No change | 218,066 | $23.4M |
| Alpha Cubed Investments, LLC | 1.11% | Add +7.7% | 217,896 | $23.3M |
| Quantitative Strategies, Inc. | 13.18% | Add +5.0% | 215,509 | $23.1M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -10.6% | 211,406 | $22.9M |
| Westshore Wealth, LLC | 9.38% | Add +7.0% | 210,221 | $22.5M |
| Diversify Advisory Services, LLC | 1.21% | Add +1825.1% | 204,848 | $22.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.1% | 204,948 | $22.0M |
| Joule Financial, LLC | 8.89% | Add +0.6% | 204,215 | $21.9M |
| Mackenzie Financial Corp. | 0.03% | Reduce -76.3% | 202,600 | $21.7M |
| Members Advisory Group LLC | 11.74% | Add +2.8% | 200,691 | $21.5M |
| National Mutual Funds Management Ltd. | 100.00% | Add +12.9% | 196,195 | $21.0M |
| Allstate Corp. | 1.69% | Add +94.1% | 194,105 | $20.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.22% | Add +4.8% | 192,838 | $20.7M |
| Wela Strategies, Inc. | 9.62% | Reduce -1.0% | 192,748 | $20.6M |
| Regal Investment Advisors LLC | 1.36% | Add +0.9% | 192,393 | $20.6M |
| Wellington Management Group LLP | 0.00% | New | 192,300 | $20.6M |
| Stratos Investment Management, LLC | 1.67% | Add +31.0% | 188,050 | $20.1M |
| Iron Horse Wealth Management, LLC | 7.67% | Add +3.5% | 187,372 | $20.1M |
| Alley Investment Management Company, LLC | 2.71% | Add +5.6% | 185,269 | $19.8M |
| Fort Washington Investment Advisors Inc. | 0.13% | Add +0.1% | 184,048 | $19.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -18.8% | 183,996 | $19.7M |
| Janus Henderson Group PLC | 0.01% | New | 176,811 | $18.9M |
| Hilltop Holdings Inc. | 2.19% | Add +5.8% | 175,235 | $18.8M |
| TD Private Client Wealth LLC | 0.59% | Reduce -1.8% | 174,682 | $18.7M |
| CI Investments Inc. | 0.07% | Add +0.0% | 171,414 | $18.4M |
| Guggenheim Capital LLC | 0.13% | Add +0.9% | 171,386 | $18.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +6256.0% | 161,950 | $17.3M |
| Mechanics Bank Trust Department | 2.48% | Add +0.3% | 161,617 | $17.3M |
| Bank of Montreal | 0.01% | Reduce -2.0% | 159,498 | $17.3M |
| Kingsview Wealth Management, LLC | 0.40% | Add +7.0% | 158,733 | $17.0M |
| Zacks Investment Management | 0.19% | Reduce -3.4% | 158,570 | $17.0M |
| 5th Street Advisors, LLC | 8.86% | Reduce -1.1% | 158,178 | $16.9M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.32% | Add +10.9% | 157,900 | $16.9M |
| Macquarie Group Ltd. | 0.02% | Add +55.6% | 155,633 | $16.7M |
| Equitable Holdings, Inc. | 0.17% | Add +12.7% | 151,221 | $16.2M |
| Kohlberg Kravis Roberts & Co. L.P. | 0.61% | New | 150,200 | $16.1M |
| Canal Capital Management, LLC | 2.75% | Add +0.1% | 150,169 | $16.1M |
| Scotia Capital Inc. | 0.09% | Add +17.0% | 147,863 | $15.8M |
| Sanctuary Advisors, LLC | 0.11% | — | 149,165 | $15.7M |
| Strategic Wealth Partners, Ltd. | 1.63% | Add +7.2% | 145,954 | $15.6M |
| Ssi Investment Management LLC | 6.17% | Reduce -3.0% | 145,551 | $15.6M |
| IHT Wealth Management, LLC | 0.58% | Add +7.8% | 145,244 | $15.6M |
| Fifth Third Bancorp | 0.06% | Add +8.5% | 145,094 | $15.5M |
| Integrated Advisors Network LLC | 0.79% | Add +13.4% | 143,022 | $15.3M |
| BNP Paribas | 0.77% | Reduce -88.2% | 142,127 | $15.2M |
| Leo Wealth, LLC | 1.55% | Reduce -2.9% | 142,454 | $15.2M |
| Vision Capital Management, Inc. | 2.19% | Add +3.4% | 137,697 | $14.8M |
| NewEdge Advisors, LLC | 0.11% | Reduce -22.8% | 136,831 | $14.7M |
| M&T Bank Corp | 0.05% | Reduce -38.2% | 136,539 | $14.6M |
| Barings LLC | 0.36% | Reduce -8.0% | 135,627 | $14.5M |
| Betterment LLC | 0.04% | Reduce -0.4% | 135,594 | $14.5M |
| DDFG, Inc | 4.44% | Add +1.5% | 134,270 | $14.4M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -7.9% | 131,072 | $14.0M |
| Thrivent Financial for Lutherans | 0.03% | Add +38.0% | 130,232 | $13.9M |
| Cresta Advisors, Ltd. | 8.21% | Add +0.1% | 129,301 | $13.9M |
| Fulton Breakefield Broenniman LLC | 1.01% | Reduce -5.6% | 127,754 | $13.7M |
| Corebridge Financial, Inc. | 0.07% | — | 126,800 | $13.6M |
| BTG Pactual Asset Management US LLC | 3.37% | — | 125,737 | $13.5M |
| Greystone Financial Group, LLC | 2.63% | New | 125,611 | $13.5M |
| Passaic Partners LLC | 1.96% | Add +2.3% | 124,628 | $13.4M |
| Trajan Wealth LLC | 0.85% | Reduce -2.3% | 123,321 | $13.2M |
| Wesbanco Bank Inc. | 0.49% | Reduce -7.8% | 121,441 | $13.0M |
| Soros Fund Management | 0.40% | Reduce -50.7% | 120,734 | $12.9M |
| Northcape Wealth Management, LLC | 4.56% | Add +1.1% | 118,104 | $12.7M |
| TD Asset Management Inc | 0.01% | Reduce -15.3% | 114,248 | $12.2M |
| Oppenheimer & Co. Inc. | 0.19% | Add +42.2% | 111,115 | $11.9M |
| Clark Capital Management Group, Inc. | 0.09% | Add +28.7% | 110,429 | $11.8M |
| Daiwa Securities Group Inc. | 0.06% | Add +1.0% | 109,560 | $11.7M |
| Jones Road Capital Management, L.P. | 12.43% | No change | 109,344 | $11.7M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.1% | 107,369 | $11.5M |
| Concourse Financial Group Securities, Inc. | 0.70% | Add +9.4% | 103,710 | $11.1M |
| Millennium Management | 0.01% | Reduce -66.8% | 103,430 | $11.1M |
| Bain Capital Credit, LP | 2.12% | No change | 100,294 | $10.7M |
| Lifeworks Advisors, LLC | 2.95% | Add +3.9% | 98,827 | $10.6M |
| Towercrest Capital Management | 1.73% | Add +6.5% | 98,365 | $10.5M |
| Stratos Wealth Advisors, LLC | 0.52% | Add +59.3% | 97,293 | $10.4M |
| Clearstead Advisors, LLC | 0.18% | Add +7879.4% | 96,870 | $10.4M |
| Sei Investments Co. | 0.01% | Reduce -32.9% | 96,850 | $10.4M |
| AAFMAA Wealth Management & Trust LLC | 5.08% | Add +2.8% | 96,365 | $10.3M |
| Shelter Mutual Insurance Co | 2.65% | No change | 95,196 | $10.2M |
| HMS Capital Management, LLC | 5.26% | Add +0.6% | 94,340 | $10.1M |
| Gotham Asset Management | 0.13% | No change | 93,930 | $10.1M |
| Topel & Distasi Wealth Management, LLC | 4.42% | Add +0.8% | 93,814 | $10.0M |
| Lakeridge Wealth Management LLC | 5.96% | Add +6.2% | 92,597 | $9.9M |
| Insight Wealth Partners, LLC | 6.42% | Reduce -0.3% | 92,492 | $9.9M |
| Dai-ichi Life Holdings, Inc. | 11.51% | Add +38.1% | 90,625 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.16% | Reduce -0.1% | 90,841 | $9.7M |
| Mariner, LLC | 0.02% | Reduce -88.7% | 89,216 | $9.6M |
| Comerica Bank | 0.04% | Add +3.7% | 89,178 | $9.6M |
| MTC Wealth Management LLC | 4.52% | Reduce -4.0% | 88,652 | $9.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.3% | 88,499 | $9.5M |
| Twele Capital Management, Inc. | 2.11% | No change | 87,036 | $9.3M |
| SevenBridge Financial Group, LLC | 2.03% | Reduce -0.8% | 83,917 | $9.2M |
| Invictus Private Wealth, LLC | 0.77% | Reduce -1.3% | 85,508 | $9.2M |
| Synovus Financial Corp. | 0.12% | Reduce -2.3% | 83,776 | $9.0M |
| Corient Private Wealth LP | 0.02% | Add +2.3% | 83,551 | $9.0M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +224.5% | 83,510 | $8.9M |
| Private Advisor Group, LLC | 0.06% | Reduce -5.6% | 83,043 | $8.9M |
| IFG Advisory, LLC | 0.57% | Add +5.8% | 82,246 | $8.8M |
| Susquehanna International Group, LLP | 0.02% | Reduce -86.7% | 82,001 | $8.8M |
| Schonfeld Strategic Advisors LLC | 0.07% | Reduce -57.7% | 81,991 | $8.8M |
| Edgestream Partners, L.P. | 0.42% | Add +196.5% | 81,795 | $8.8M |
| Provida Pension Fund Administrator | 0.22% | No change | 81,800 | $8.8M |
| Strong Tower Advisory Services | 2.85% | Add +26.9% | 81,062 | $8.7M |
| US Bancorp \de | 0.01% | Reduce -34.8% | 80,897 | $8.7M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +68.0% | 80,330 | $8.6M |
| Capstone Investment Advisors, LLC | 0.39% | Add +44.9% | 80,101 | $8.6M |
| 1832 Asset Management L.P. | 0.02% | Reduce -3.0% | 79,948 | $8.6M |
| Easterly Investment Partners LLC | 0.74% | No change | 78,690 | $8.4M |
| Stephens Inc. | 0.13% | Add +0.3% | 78,518 | $8.4M |
| Alliancebernstein L.P. | 0.00% | Add +1.1% | 77,238 | $8.3M |
| Pinkerton Wealth, LLC | 1.27% | Add +6.3% | 77,089 | $8.3M |
| Mutual Advisors, LLC | 0.25% | Add +54.6% | 75,329 | $8.2M |
| Bulltick Wealth Management, LLC | 2.29% | Add +18.1% | 76,476 | $8.2M |
| TD Waterhouse Canada Inc. | 0.07% | Add +46.9% | 76,624 | $8.1M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -16.5% | 75,399 | $8.1M |
| First National Corp. /Ma/ | 1.92% | Add +3.1% | 75,396 | $8.1M |
| Tudor Investment Corporation | 0.09% | No change | 73,062 | $7.8M |
| Welch & Forbes LLC | 0.10% | Reduce -1.2% | 72,341 | $7.8M |
| Captrust Financial Advisors | 0.02% | Reduce -4.0% | 71,789 | $7.7M |
| Allianz Asset Management GmbH | 0.01% | New | 71,500 | $7.7M |
| Pinnacle Financial Partners Inc | 0.16% | Reduce -0.5% | 70,054 | $7.6M |
| Donaldson Capital Management, LLC | 0.32% | Reduce -0.2% | 70,500 | $7.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -79.3% | 70,416 | $7.5M |
| Heartwood Wealth Advisors LLC | 0.89% | Add +1.8% | 69,889 | $7.5M |
| Perigon Wealth Management, LLC | 0.22% | Add +11.0% | 69,568 | $7.5M |
| State Street Corp. | 0.00% | Add +81.3% | 68,981 | $7.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Reduce -11.6% | 61,755 | $7.4M |
| Central Pacific Bank - Trust Division | 0.92% | Reduce -1.7% | 68,520 | $7.3M |
| WBH Advisory Inc. | 0.74% | Add +17.8% | 68,502 | $7.3M |
| Freedom Investment Management, Inc. | 0.59% | Reduce -24.3% | 67,486 | $7.2M |
| Susquehanna International Group Ltd. | 1.81% | Reduce -93.7% | 67,421 | $7.2M |
| Providence First Trust Co | 3.16% | Add +7.7% | 65,499 | $7.0M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -2.3% | 63,303 | $6.8M |
| Institutional & Family Asset Management, LLC | 1.04% | Add +4.4% | 63,214 | $6.8M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Reduce -0.1% | 63,074 | $6.8M |
| Summit Financial, LLC | 0.31% | Add +1868.1% | 62,663 | $6.7M |
| EFG Asset Management (Americas) Corp. | 1.31% | Add +98.7% | 62,276 | $6.7M |
| Vontobel Holding Ltd. | 0.02% | Add +4.2% | 62,266 | $6.7M |
| First Hawaiian Bank | 0.22% | Reduce -6.6% | 61,764 | $6.6M |
| Rwa Wealth Partners, LLC | 0.09% | Add +7.5% | 60,901 | $6.5M |
| Nvwm, LLC | 1.73% | Add +1.8% | 60,512 | $6.5M |
| Aozora Bank, LTD. | 6.87% | No change | 60,000 | $6.4M |
| Curran Financial Partners, LLC | 2.13% | Add +4.9% | 59,325 | $6.4M |
| Compound Planning, Inc. | 0.46% | Add +422.4% | 57,671 | $6.2M |
| Providence Capital Advisors, LLC | 1.35% | Add +2.2% | 57,613 | $6.2M |
| MetLife Investment Management, LLC | 0.04% | Reduce -41.2% | 56,700 | $6.1M |
| Chesapeake Wealth Management | 2.16% | Reduce -4.1% | 55,679 | $6.0M |
| Condor Capital Management | 0.57% | Add +5.4% | 55,483 | $5.9M |
| Red Wave Investments LLC | 2.19% | Reduce -4.2% | 55,415 | $5.9M |
| First American Trust, FSB | 0.59% | Add +21.8% | 54,695 | $5.9M |
| J.Safra Asset Management Corp | 0.59% | Reduce -0.0% | 54,666 | $5.9M |
| Modus Advisors, LLC | 2.07% | Add +0.9% | 54,506 | $5.8M |
| Midwest Financial Group LLC | 3.67% | Add +0.4% | 53,863 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -49.9% | 53,211 | $5.7M |
| Deutsche Bank AG | 0.00% | Add +12.9% | 53,042 | $5.7M |
| Fiduciary Financial Group, LLC | 1.37% | — | 51,770 | $5.7M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -56.5% | 52,350 | $5.6M |
| Jmac Enterprises LLC | 0.98% | Add +12.8% | 52,095 | $5.6M |
| Cobblestone Capital Advisors LLC | 0.34% | Add +118.8% | 52,011 | $5.6M |
| Full Sail Capital, LLC | 0.37% | Reduce -2.3% | 51,233 | $5.5M |
| First Trust Advisors LP | 0.01% | Reduce -18.3% | 50,874 | $5.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -66.3% | 50,825 | $5.4M |
| Rothschild Wealth LLC | 1.76% | Reduce -33.9% | 50,582 | $5.4M |
| Fairview Capital Investment Management, LLC | 0.30% | Add +21.0% | 50,486 | $5.4M |
| Capital Investment Advisors, LLC | 0.12% | Add +3.7% | 50,226 | $5.4M |
| BlueCrest Capital Management Ltd | 1.50% | New | 50,000 | $5.4M |
| Keel Point, LLC | 0.48% | Reduce -53.1% | 47,583 | $5.3M |
| Ameritas Investment Partners, Inc. | 0.18% | Add +6.5% | 49,102 | $5.3M |
| Bar Harbor Wealth Management | 0.34% | Reduce -1.3% | 47,190 | $5.1M |
| Anchor Capital Advisors LLC | 0.14% | Reduce -6.6% | 46,286 | $5.0M |
| Clear Creek Financial Management, LLC | 0.58% | Reduce -0.9% | 44,411 | $4.8M |
| Balefire, LLC | 1.69% | Reduce -4.7% | 44,350 | $4.8M |
| Elm Partners Management LLC | 0.36% | Add +11.7% | 43,845 | $4.7M |
| Wayfinding Financial, LLC | 2.64% | Add +0.3% | 43,819 | $4.7M |
| Independent Solutions Wealth Management, LLC | 1.07% | Add +0.5% | 43,483 | $4.7M |
| Evergreen Capital Management LLC | 0.17% | Reduce -1.0% | 43,358 | $4.6M |
| Sowell Financial Services LLC | 0.22% | Add +46.6% | 42,569 | $4.6M |
| Lanark Financial, Inc. | 0.41% | Add +1.9% | 42,387 | $4.5M |
| Rovin Capital /Ut/ | 1.89% | Add +26.2% | 42,314 | $4.5M |
| Milestone Asset Management, LLC | 1.13% | Reduce -26.4% | 42,246 | $4.5M |
| Plan Group Financial, LLC | 2.76% | Add +7.7% | 42,186 | $4.5M |
| Flputnam Investment Management Co. | 0.08% | Add +2.1% | 42,117 | $4.5M |
| One Capital Management, LLC | 0.15% | Reduce -35.6% | 42,022 | $4.5M |
| CreativeOne Wealth, LLC | 0.23% | Reduce -54.3% | 41,708 | $4.5M |
| ShoreHaven Wealth Partners, LLC | 2.35% | Reduce -6.4% | 41,669 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +2.8% | 40,943 | $4.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -45.6% | 40,878 | $4.4M |
| Roberts Financial Services LLC | 0.88% | Add +5.0% | 40,874 | $4.4M |
| Onyx Bridge Wealth Group LLC | 0.72% | Add +4.9% | 40,862 | $4.4M |
| Evolution Wealth Advisors, LLC | 0.83% | Add +1.4% | 39,794 | $4.3M |
| Bishop & Co Investment Management, LLC | 2.59% | Reduce -4.0% | 39,801 | $4.3M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -73.6% | 39,685 | $4.3M |
| CW Advisors, LLC | 0.07% | Reduce -0.1% | 39,407 | $4.2M |
| Surience Private Wealth LLC | 5.39% | Add +41.8% | 39,117 | $4.2M |
| Crabel Capital Management, LLC | 5.04% | Add +72.1% | 38,347 | $4.1M |
| AMG National Trust Bank | 0.11% | Add +15.4% | 38,338 | $4.1M |
| NewEdge Wealth, LLC | 0.09% | Reduce -0.3% | 38,124 | $4.1M |
| National Bank of Canada | 0.01% | Reduce -1.3% | 37,821 | $4.0M |
| Family Asset Management, LLC | 2.54% | Add +11.9% | 36,893 | $4.0M |
| Lionsbridge Wealth Management LLC | 3.17% | Reduce -0.8% | 36,891 | $4.0M |
| Partners Value Investments L.P. | 0.06% | No change | 36,515 | $3.9M |
| Principal Securities, Inc. | 0.11% | Add +59.6% | 36,127 | $3.9M |
| Founders Financial Securities LLC | 0.36% | Add +1.2% | 35,999 | $3.9M |
| Blair William & Co. | 0.01% | Add +8.9% | 35,771 | $3.8M |
| Cornerstone Management, Inc. | 0.83% | Add +19.4% | 35,351 | $3.8M |
| Forefront Analytics, LLC | 1.76% | Add +3.5% | 34,309 | $3.7M |
| Balyasny Asset Management L.P. | 0.01% | New | 34,246 | $3.7M |
| Loomis Sayles & Co. L P | 0.01% | Add +52.4% | 33,695 | $3.6M |
| Heritage Wealth Management, Inc. | 3.48% | Add +9.2% | 33,644 | $3.6M |
| RFG Advisory, LLC | 0.12% | Add +4.8% | 33,095 | $3.5M |
| Royal Harbor Partners, LLC | 1.46% | Add +3.6% | 32,905 | $3.5M |
| Graypoint LLC | 0.24% | Add +16.5% | 32,406 | $3.5M |
| Westwood Holdings Group Inc. | 0.03% | Reduce -5.6% | 32,019 | $3.4M |
| Farrell Financial LLC | 2.65% | Reduce -7.2% | 31,700 | $3.4M |
| Fifth Third Securities, Inc. | 0.31% | Add +1.6% | 31,628 | $3.4M |
| Advisory Services Network, LLC | 0.07% | Reduce -3.2% | 31,462 | $3.4M |
| Marex Group Ltd | 0.09% | New | 31,433 | $3.4M |
| Meeder Advisory Services, Inc. | 0.24% | Add +17.7% | 31,171 | $3.3M |
| Herold Advisors, Inc. | 0.76% | Add +1.4% | 30,745 | $3.3M |
| Lantern Wealth Advisors, LLC | 2.37% | Add +1.4% | 30,498 | $3.3M |
| Idaho Trust Co | 1.67% | New | 30,417 | $3.3M |
| Horizon Investments, LLC | 0.09% | Reduce -3.9% | 30,169 | $3.2M |
| Mokosak Advisory Group, LLC | 1.05% | Add +0.1% | 29,551 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.6% | 29,444 | $3.2M |
| Ironwood Financial, llc | 0.71% | Reduce -0.8% | 29,430 | $3.2M |
| Commerce Bank | 0.02% | Reduce -1.2% | 28,854 | $3.1M |
| Cwm, LLC | 0.01% | Reduce -78.7% | 28,799 | $3.1M |
| Regions Financial Corp. | 0.02% | Add +5.1% | 28,622 | $3.1M |
| Wellspring Financial Advisors, LLC | 0.34% | Reduce -9.3% | 28,317 | $3.0M |
| Frank, Rimerman Advisors LLC | 0.21% | Reduce -0.7% | 28,196 | $3.0M |
| Warwick Investment Management, Inc. | 0.70% | Reduce -1.3% | 28,094 | $3.0M |
| Atria Investments, Inc | 0.04% | Reduce -54.0% | 28,081 | $3.0M |
| Asset Management One Co., Ltd. | 0.01% | Add +39.6% | 27,650 | $3.0M |
| Center For Asset Management LLC | 1.95% | Add +15.0% | 27,562 | $3.0M |
| Pictet Asset Management Holding SA | 0.00% | New | 27,480 | $2.9M |
| United Community Bank | 1.15% | Reduce -2.9% | 26,622 | $2.9M |
| Mma Asset Management LLC | 1.33% | Reduce -0.3% | 26,605 | $2.8M |
| Duncker Streett & Co. Inc. | 0.54% | Reduce -1.3% | 26,408 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.8% | 62,095 | $2.8M |
| Interactive Financial Advisors, Inc. | 1.53% | Reduce -0.5% | 25,840 | $2.8M |
| Alliance Wealth Management Group | 0.77% | Add +11.9% | 25,257 | $2.7M |
| Corepath Wealth Partners LLC | 2.84% | Add +3.3% | 24,859 | $2.7M |
| New England Asset Management Inc. | 0.47% | No change | 25,000 | $2.7M |
| Viawealth, LLC | 1.61% | Add +7.5% | 24,203 | $2.6M |
| Spectrum Strategic Capital Management, LLC | 1.84% | Add +1.0% | 23,509 | $2.5M |
| KG Capital Management | 0.86% | Add +7.1% | 23,281 | $2.5M |
| Townsquare Capital LLC | 0.03% | Add +26.8% | 23,213 | $2.5M |
| Eukles Asset Management | 1.06% | Add +2.3% | 22,910 | $2.5M |
| Sykon Capital LLC | 0.91% | Reduce -22.9% | 22,631 | $2.4M |
| Arlington Capital Management, Inc. | 2.10% | Reduce -1.6% | 22,535 | $2.4M |
| Franklin Resources Inc. | 0.00% | Reduce -4.9% | 22,295 | $2.4M |
| Roundview Capital LLC | 0.19% | Add +1.5% | 22,274 | $2.4M |
| Burns J W & Co. Inc. | 0.32% | Reduce -1.9% | 22,099 | $2.4M |
| Strategic Investment Advisors / MI | 0.29% | Add +5.3% | 21,917 | $2.3M |
| Van Hulzen Asset Management, LLC | 0.16% | Reduce -15.1% | 21,875 | $2.3M |
| Baker Avenue Asset Management, LP | 0.08% | Reduce -2.0% | 21,817 | $2.3M |
| Advus Financial Partners, LLC | 0.71% | Reduce -4.1% | 21,707 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -31.1% | 21,652 | $2.3M |
| Sarasin & Partners LLP | 0.02% | No change | 21,555 | $2.3M |
| Insigneo Advisory Services, LLC | 0.26% | New | 20,833 | $2.3M |
| Apollon Wealth Management, LLC | 0.07% | Add +11.8% | 21,272 | $2.3M |
| Invst, LLC | 0.25% | Reduce -90.7% | 21,209 | $2.3M |
| Alterna Wealth Management, Inc. | 1.97% | Add +15.1% | 20,966 | $2.2M |
| Brady Family Wealth, LLC | 0.72% | Add +1.8% | 20,891 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -19.1% | 20,760 | $2.2M |
| Flagship Private Wealth, LLC | 1.30% | Add +1.9% | 20,472 | $2.2M |
| Financial Advocates Investment Management | 0.14% | Reduce -70.1% | 20,369 | $2.2M |
| First Heartland Consultants, Inc. | 0.21% | Add +6.7% | 20,000 | $2.1M |
| Verus Capital Partners, LLC | 0.22% | Reduce -12.5% | 19,896 | $2.1M |
| Seamount Financial Group Inc. | 1.74% | Reduce -1.2% | 19,873 | $2.1M |
| Eq LLC | 1.27% | Add +19.0% | 19,734 | $2.1M |
| Camden National Bank | 0.33% | Add +16.7% | 19,718 | $2.1M |
| Sunesis Advisors, LLC | 1.25% | No change | 19,683 | $2.1M |
| Aurora Private Wealth, Inc. | 1.84% | Reduce -0.8% | 19,637 | $2.1M |
| Arcataur Capital Management LLC | 0.74% | Reduce -0.6% | 19,480 | $2.1M |
| Bessemer Group Inc. | 0.00% | Add +1621.9% | 19,457 | $2.1M |
| Foguth Wealth Management, LLC. | 0.92% | New | 19,433 | $2.1M |
| Wescott Financial Advisory Group, LLC | 0.24% | Add +12.3% | 19,384 | $2.1M |
| Joseph P. Lucia & Associates, LLC | 1.06% | Add +6.5% | 19,382 | $2.1M |
| King Wealth Management Group | 0.34% | Reduce -4.4% | 19,287 | $2.1M |
| Pacifica Partners Inc. | 0.89% | Add +1.6% | 19,198 | $2.1M |
| Quadrant Private Wealth Management, LLC | 0.46% | Add +6.2% | 18,862 | $2.0M |
| Mandatum Life Insurance Co Ltd | 0.68% | Add +0.8% | 18,838 | $2.0M |
| Jacobi Capital Management LLC | 0.17% | Add +13.9% | 18,692 | $2.0M |
| Investment Advisory Group, LLC | 0.77% | Reduce -0.6% | 18,691 | $2.0M |
| Agilis Partners LLC | 0.61% | No change | 18,683 | $2.0M |
| UMB Bank, n.a. | 0.03% | Reduce -9.3% | 18,593 | $2.0M |
| Choreo, LLC | 0.03% | Add +6.7% | 18,688 | $2.0M |
| Brookstone Capital Management | 0.03% | Reduce -21.9% | 18,067 | $2.0M |
| Mgo One Seven LLC | 0.09% | Reduce -1.4% | 18,192 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Reduce -6.2% | 18,127 | $1.9M |
| Berkeley Capital Partners, LLC | 0.58% | Add +0.2% | 17,944 | $1.9M |
| Avior Wealth Management, LLC | 0.08% | Add +0.4% | 17,908 | $1.9M |
| Flagstar Securities, Inc. | 0.52% | Add +16.5% | 17,882 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -29.4% | 17,670 | $1.9M |
| Clarus Wealth Advisors | 0.99% | Reduce -19.8% | 17,261 | $1.9M |
| Y.D. More Investments Ltd | 0.19% | Add +8.4% | 17,279 | $1.8M |
| James Investment Research, Inc. | 0.22% | Add +232.4% | 16,929 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.20% | Add +0.9% | 16,787 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -27.6% | 16,726 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -27.6% | 16,726 | $1.8M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -33.8% | 16,876 | $1.8M |
| Relative Value Partners Group, LLC | 0.23% | New | 16,639 | $1.8M |
| Lake Street Private Wealth, LLC | 0.23% | Reduce -1.4% | 16,639 | $1.8M |
| Headlands Technologies LLC | 0.19% | Add +351.9% | 16,603 | $1.8M |
| Saxony Capital Management, LLC | 1.94% | Reduce -30.6% | 16,482 | $1.8M |
| SignalPoint Asset Management, LLC | 0.47% | Reduce -3.8% | 16,428 | $1.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -8.4% | 16,395 | $1.8M |
| Gries Financial LLC | 0.35% | Reduce -60.2% | 16,039 | $1.7M |
| Blue Trust, Inc. | 0.02% | No change | 15,716 | $1.7M |
| Thrive Capital Management, LLC | 0.78% | New | 15,972 | $1.7M |
| Bcwm, LLC | 0.61% | Add +6.3% | 15,840 | $1.7M |
| Sheets Smith Wealth Management | 0.20% | Add +0.9% | 15,718 | $1.7M |
| Ballast, Inc. | 0.52% | Add +5.3% | 15,683 | $1.7M |
| High Falls Advisors, Inc | 0.40% | Reduce -48.8% | 15,382 | $1.6M |
| J. Safra Sarasin Holding AG | 0.03% | — | 15,000 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -18.5% | 14,939 | $1.6M |
| Florin Court Capital LLP | 2.17% | Reduce -4.5% | 14,700 | $1.6M |
| Claro Advisors Inc. | 0.25% | Reduce -12.6% | 14,690 | $1.6M |
| Tompkins Financial Corp. | 0.16% | Add +30.2% | 14,242 | $1.5M |
| Eastern Bank | 0.06% | Reduce -18.4% | 14,169 | $1.5M |
| Chesley Taft & Associates LLC | 0.08% | Add +1.8% | 14,168 | $1.5M |
| Aspire Wealth Management Corp | 0.87% | Reduce -23.6% | 14,137 | $1.5M |
| Worth Financial Advisory Group, LLC | 0.99% | Add +6.1% | 14,094 | $1.5M |
| Sunbelt Securities, Inc. | 0.15% | Add +32.5% | 14,088 | $1.5M |
| Sharkey, Howes & Javer | 0.24% | Reduce -53.5% | 14,067 | $1.5M |
| LexAurum Advisors, LLC | 0.37% | Add +27.1% | 13,982 | $1.5M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +9.5% | 13,804 | $1.5M |
| Keystone Wealth Services, LLC | 0.46% | Add +2.0% | 13,763 | $1.5M |
| Family Capital Management, Inc. | 1.00% | Reduce -23.8% | 13,733 | $1.5M |
| Wooster Corthell Wealth Management, Inc. | 0.33% | Reduce -1.9% | 13,728 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +11.3% | 13,693 | $1.5M |
| Brasada Capital Management, LP | 0.26% | Add +7.0% | 13,403 | $1.5M |
| Coombe, Bender & Co LLC | 0.86% | Reduce -4.2% | 13,566 | $1.5M |
| Hollencrest Capital Management | 0.06% | Add +0.7% | 13,315 | $1.4M |
| American Financial & Tax Strategies Inc. | 0.75% | Add +0.7% | 13,201 | $1.4M |
| GC Wealth Management RIA, LLC | 0.28% | Reduce -3.0% | 13,153 | $1.4M |
| Allie Family Office LLC | 0.84% | No change | 13,025 | $1.4M |
| CMG Global Holdings, LLC | 0.92% | Reduce -0.5% | 13,010 | $1.4M |
| IPG Investment Advisors LLC | 0.30% | Reduce -38.6% | 12,952 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.68% | Reduce -6.8% | 12,559 | $1.3M |
| Independent Financial Group, LLC | 0.05% | Reduce -43.7% | 12,514 | $1.3M |
| CV Advisors LLC | 0.74% | Add +1.9% | 12,417 | $1.3M |
| Invesco Ltd. | 0.00% | No change | 12,416 | $1.3M |
| Proquility Private Wealth Partners, LLC | 0.45% | Add +2.0% | 12,256 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +8.2% | 12,078 | $1.3M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -67.7% | 12,052 | $1.3M |
| Laurel Wealth Advisors LLC | 0.22% | Reduce -1.6% | 12,001 | $1.3M |
| IFP Advisors, Inc | 0.05% | Reduce -24.8% | 11,913 | $1.3M |
| Lane & Associates LLC | 0.75% | Add +17.2% | 11,857 | $1.3M |
| Independent Family Office, LLC | 0.71% | Reduce -4.8% | 11,694 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -17.9% | 11,676 | $1.3M |
| Van Strum & Towne Inc. | 0.45% | Reduce -0.5% | 11,459 | $1.2M |
| Virtue Capital Management, LLC | 0.21% | Reduce -10.9% | 11,309 | $1.2M |
| Neumann Capital Management, LLC | 0.42% | Add +3.1% | 11,378 | $1.2M |
| Greytown Advisors Inc. | 0.71% | Add +60.4% | 11,377 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -71.3% | 11,345 | $1.2M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -13.6% | 11,246 | $1.2M |
| Roger Wittlin Investment Advisory, LLC | 0.77% | Reduce -37.9% | 11,216 | $1.2M |
| Icon Wealth Advisors, LLC | 0.11% | Reduce -56.8% | 10,904 | $1.2M |
| Running Point Capital Advisors, LLC | 0.49% | Add +5.4% | 11,036 | $1.2M |
| Silverlake Wealth Management LLC | 0.48% | Add +36.5% | 10,951 | $1.2M |
| Optivise Advisory Services LLC | 0.63% | — | 10,925 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -8.6% | 10,871 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | Reduce -8.3% | 10,839 | $1.2M |
| Coordinated Financial Services, Inc. | 1.00% | Add +9.7% | 10,764 | $1.2M |
| Cambridge Advisors Inc. | 0.27% | No change | 10,710 | $1.1M |
| Global Trust Asset Management, LLC | 0.46% | Reduce -1.0% | 10,583 | $1.1M |
| Exchange Capital Management, Inc. | 0.18% | Reduce -8.8% | 10,561 | $1.1M |
| Diversified, LLC | 0.13% | Add +4.7% | 10,486 | $1.1M |
| JT Stratford LLC | 0.21% | Add +1.1% | 10,362 | $1.1M |
| Cascade Financial Partners, LLC | 0.15% | Reduce -0.8% | 10,308 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +17.2% | 10,278 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -17.9% | 10,264 | $1.1M |
| Smartleaf Asset Management LLC | 0.18% | Reduce -27.1% | 10,170 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Add +2.3% | 10,131 | $1.1M |
| Simplicity Wealth,LLC | 0.02% | Reduce -50.4% | 10,100 | $1.1M |
| LPWM LLC | 0.37% | Add +12.2% | 9,973 | $1.1M |
| LYNX Capital Group Ltd. | 0.74% | Add +1.3% | 9,978 | $1.1M |
| Indiana Trust & Investment Management Co | 0.39% | Reduce -7.1% | 9,970 | $1.1M |
| Etesian Wealth Advisors, Inc. | 0.60% | Reduce -2.2% | 9,965 | $1.1M |
| Wunderlich Capital Managemnt | 0.48% | No change | 9,952 | $1.1M |
| Cypress Financial Planning LLC | 0.45% | Reduce -7.4% | 9,930 | $1.1M |
| Camelot Technology Advisors, Inc. | 0.99% | Reduce -7.3% | 9,915 | $1.1M |
| Focus Financial Network, Inc. | 0.05% | Reduce -3.5% | 9,714 | $1.1M |
| Allworth Financial LP | 0.01% | Reduce -7.5% | 9,760 | $1.1M |
| Founders Financial Alliance, LLC | 0.31% | Reduce -21.1% | 9,830 | $1.1M |
| JB Capital LLC | 0.07% | Reduce -47.0% | 9,770 | $1.0M |
| Magnus Financial Group LLC | 0.12% | Add +20.2% | 9,763 | $1.0M |
| Ledyard National Bank | 0.10% | Reduce -3.4% | 9,759 | $1.0M |
| Park Place Capital Corp | 0.33% | Reduce -21.5% | 9,707 | $1.0M |
| WealthShield Partners, LLC | 0.16% | Reduce -39.7% | 9,599 | $1.0M |
| Rathbones Group PLC | 0.01% | Add +6.7% | 9,499 | $1.0M |
| Financial Life Advisors | 0.40% | Reduce -44.8% | 9,230 | $989K |
| Hancock Whitney Corp. | 0.03% | Add +6.2% | 9,217 | $987K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.8% | 9,192 | $985K |
| Bellecapital International Ltd. | 0.21% | No change | 9,173 | $983K |
| Ridgewood Investments LLC | 0.49% | Reduce -1.8% | 9,150 | $980K |
| GFG Capital, LLC | 0.27% | No change | 9,130 | $978K |
| Axiom Advisory, LLC | 0.01% | New | 9,160 | $978K |
| Private Trust Co. NA | 0.11% | Add +3.3% | 9,120 | $977K |
| Arrowroot Family Office, LLC | 0.62% | Add +3.5% | 9,099 | $975K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -8.8% | 9,032 | $968K |
| Dohj, LLC | 0.24% | Add +15.1% | 8,932 | $957K |
| Tradewinds, LLC. | 0.29% | New | 8,875 | $951K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -2.3% | 8,720 | $934K |
| Castle Rock Wealth Management, LLC | 0.23% | Reduce -1.1% | 8,799 | $934K |
| Global Retirement Partners, LLC | 0.03% | Reduce -0.5% | 8,687 | $931K |
| PFG Advisors | 0.06% | Add +10.0% | 8,685 | $930K |
| Pacific Wealth Management | 0.46% | Reduce -76.2% | 8,516 | $912K |
| Omega Financial Group, LLC | 0.36% | Reduce -5.5% | 8,360 | $896K |
| Renasant Bank | 0.62% | Reduce -10.9% | 8,347 | $894K |
| Argonautica Private Wealth Management, Inc. | 0.30% | Add +1.2% | 8,261 | $885K |
| Kaizen Financial Strategies | 0.55% | Reduce -6.4% | 8,096 | $882K |
| Compass Ion Advisors, LLC | 0.12% | No change | 8,025 | $874K |
| Wealth Alliance, LLC | 0.11% | Reduce -55.2% | 8,130 | $871K |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -5.3% | 8,128 | $871K |
| Fortis Group Advisors, LLC | 0.17% | Reduce -62.4% | 8,108 | $869K |
| Castleview Partners, LLC | 0.49% | Reduce -14.9% | 8,081 | $866K |
| David J Yvars Group | 0.54% | Add +0.9% | 8,026 | $860K |
| Canvas Wealth Advisors, LLC | 0.26% | Add +70.8% | 7,857 | $856K |
| Investment House LLC | 0.05% | Reduce -3.6% | 7,965 | $853K |
| ICA Group Wealth Management, LLC | 0.51% | Reduce -29.0% | 7,957 | $852K |
| Winthrop Advisory Group LLC | 0.12% | Reduce -4.8% | 7,915 | $848K |
| Camarda Financial Advisors, LLC | 0.33% | Reduce -0.4% | 7,890 | $845K |
| Traynor Capital Management, Inc. | 0.07% | Reduce -14.1% | 7,871 | $843K |
| Ascent Group, LLC | 0.07% | Reduce -51.9% | 7,771 | $832K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Reduce -76.5% | 7,753 | $831K |
| Syntax Research, Inc. | 0.66% | Reduce -9.7% | 7,751 | $830K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -19.6% | 7,700 | $825K |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -53.6% | 7,699 | $825K |
| Old Mission Investment Co LLC | 0.27% | Reduce -7.4% | 7,683 | $823K |
| Main Street Financial Solutions, LLC | 0.08% | Add +32.3% | 7,647 | $819K |
| FineMark National Bank & Trust | 0.03% | Reduce -7.9% | 7,623 | $817K |
| Oxinas Partners, LLC | 0.54% | Reduce -0.1% | 7,576 | $812K |
| Probity Advisors, Inc. | 0.17% | Reduce -39.5% | 7,573 | $811K |
| EPIQ Capital Group, LLC | 0.28% | Add +1.1% | 7,558 | $810K |
| Moors & Cabot, Inc. | 0.04% | Reduce -6.6% | 7,549 | $809K |
| Trivium Point Advisory, LLC | 0.12% | New | 7,536 | $807K |
| Strategic Blueprint, LLC | 0.05% | Add +0.2% | 7,453 | $798K |
| Titleist Asset Management, LLC | 0.12% | Reduce -7.1% | 7,305 | $783K |
| Copperleaf Capital, LLC | 0.62% | Add +5.6% | 7,296 | $782K |
| TNF LLC | 0.29% | Reduce -26.3% | 7,246 | $780K |
| Midwest Professional Planners, LTD. | 0.26% | Reduce -4.4% | 7,211 | $772K |
| TSA Wealth Managment LLC | 0.33% | Reduce -70.8% | 7,199 | $771K |
| FinTrust Capital Advisors, LLC | 0.14% | Reduce -18.3% | 7,111 | $762K |
| Tempus Wealth Planning, LLC | 0.32% | Reduce -24.7% | 7,106 | $761K |
| Fiducient Advisors LLC | 0.10% | New | 7,072 | $758K |
| Arrien Investments, Inc. | 0.59% | Add +3.3% | 7,054 | $756K |
| StoneX Group Inc. | 0.06% | Reduce -47.9% | 7,023 | $752K |
| McDonald Partners LLC | 0.20% | New | 7,000 | $750K |
| Federated Hermes, Inc. | 0.00% | No change | 7,000 | $750K |
| Belvedere Trading LLC | 0.04% | New | 6,980 | $748K |
| Cornerstone Wealth Group, LLC | 0.07% | Reduce -18.9% | 6,937 | $743K |
| Atlas Private Wealth Advisors | 0.12% | Add +93.7% | 6,936 | $743K |
| City State Bank | 0.30% | No change | 6,910 | $740K |
| Heritage Trust Co | 0.10% | Reduce -1.9% | 6,889 | $738K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -10.1% | 6,805 | $729K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -54.9% | 6,773 | $726K |
| Raymond James Trust N.A. | 0.02% | Reduce -14.7% | 6,755 | $724K |
| Wealthgarden F.S. LLC | 0.76% | — | 6,730 | $721K |
| Highland Financial Advisors, LLC | 0.27% | Reduce -85.7% | 6,720 | $720K |
| Jones Financial Companies LLLP | 0.00% | Add +5953.6% | 6,659 | $713K |
| KMG Fiduciary Partners, LLC | 0.07% | Add +17.5% | 6,656 | $713K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 6,656 | $713K |
| Life Planning Partners, Inc | 0.64% | Add +63.9% | 6,627 | $710K |
| New Century Financial Group, LLC | 0.30% | New | 6,592 | $706K |
| Mount Lucas Management LP | 0.25% | Reduce -3.3% | 6,512 | $698K |
| West Wealth Group, LLC | 0.25% | Reduce -49.6% | 6,495 | $696K |
| Two West Capital Advisors LLC | 0.66% | — | 6,470 | $693K |
| Blackhawk Capital Partners, LLC | 0.42% | New | 6,426 | $688K |
| Liberty Wealth Management LLC | 0.13% | Add +224.5% | 27,597 | $683K |
| Berger Financial Group, Inc | 0.05% | Reduce -8.7% | 6,311 | $676K |
| Finer Wealth Management, Inc. | 0.44% | New | 6,295 | $674K |
| McAdam, LLC | 0.04% | Reduce -7.8% | 6,206 | $665K |
| Graham Capital Management, L.P. | 0.04% | New | 6,200 | $664K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.1% | 6,199 | $664K |
| Prosperity Planning, Inc. | 0.23% | New | 6,197 | $664K |
| Sharper & Granite LLC | 0.32% | Reduce -34.0% | 6,180 | $662K |
| Wealth Advisory Solutions, LLC | 0.18% | Add +42.0% | 6,173 | $661K |
| Gouws Capital LLC | 0.47% | Reduce -8.2% | 6,128 | $656K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 6,076 | $651K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -1.6% | 6,021 | $650K |
| TFB Advisors LLC | 0.21% | Reduce -9.8% | 6,058 | $649K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -25.4% | 6,053 | $648K |
| RDA Financial Network | 0.21% | Add +3.5% | 6,031 | $646K |
| Intergy Private Wealth, LLC | 0.27% | Add +10.9% | 6,001 | $643K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -29.6% | 5,994 | $642K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -20.6% | 5,969 | $639K |
| Melfa Wealth Management, Inc. | 0.44% | Add +13.4% | 5,926 | $635K |
| Daymark Wealth Partners, LLC | 0.03% | Add +5.8% | 5,911 | $633K |
| Palouse Capital Management, Inc. | 0.42% | Reduce -6.5% | 5,860 | $628K |
| Shared Vision Wealth Group LLC | 0.36% | Reduce -58.7% | 5,827 | $624K |
| Adaptive Financial Consulting, LLC | 0.27% | Reduce -8.6% | 5,824 | $624K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -10.6% | 5,731 | $614K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -87.1% | 5,728 | $614K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -83.7% | 5,725 | $613K |
| New England Professional Planning Group Inc. | 0.32% | No change | 5,718 | $613K |
| Fort Point Capital Partners LLC | 0.08% | Add +5.3% | 5,706 | $611K |
| Equita Financial Network, Inc. | 0.25% | New | 5,694 | $610K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.1% | 5,672 | $608K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -6.3% | 5,634 | $604K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +1.6% | 5,632 | $603K |
| Waverly Advisors, LLC | 0.01% | Add +56.2% | 5,609 | $601K |
| Rockingstone Advisors LLC | 0.31% | Reduce -16.6% | 5,592 | $599K |
| Natixis | 0.00% | Add +0.8% | 5,584 | $598K |
| Fonville Wealth Management LLC | 0.24% | Add +1.2% | 5,552 | $595K |
| Bokf, NA | 0.01% | Add +71.0% | 5,539 | $593K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -5.9% | 5,470 | $586K |
| Independence Bank of Kentucky | 0.16% | No change | 5,464 | $585K |
| Sierra Capital LLC | 0.08% | Add +9.7% | 5,450 | $584K |
| Harbour Investments, Inc. | 0.02% | Add +3.1% | 5,451 | $584K |
| Summa Corp. | 0.28% | No change | 5,450 | $584K |
| Drucker Wealth 3.0, LLC | 0.15% | — | 5,430 | $582K |
| Arete Wealth Advisors, LLC | 0.05% | New | 5,415 | $580K |
| XTX Topco Ltd | 0.05% | Reduce -55.0% | 5,413 | $580K |
| Carmichael Hill & Associates, Inc. | 0.24% | Add +0.1% | 5,405 | $579K |
| Creative Financial Designs Inc. | 0.05% | Add +3.0% | 5,404 | $579K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -41.8% | 5,316 | $569K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,300 | $568K |
| Cosner Financial Group, LLC | 0.40% | Reduce -0.5% | 5,245 | $562K |
| Summit Wealth Partners, LLC | 0.12% | Reduce -13.6% | 5,175 | $554K |
| Solstein Capital, LLC | 0.36% | Add +0.2% | 5,165 | $553K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +8.0% | 5,123 | $549K |
| Bright Futures Wealth Management, LLC. | 0.30% | Reduce -3.6% | 4,947 | $547K |
| Wealthspire Advisors, LLC | 0.01% | Add +3.5% | 5,105 | $547K |
| Gradient Capital Advisors, LLC | 0.19% | Add +6.5% | 5,062 | $542K |
| Napa Wealth Management | 0.37% | New | 5,059 | $542K |
| Vermillion & White Wealth Management Group, LLC | 0.41% | Add +2.4% | 5,024 | $538K |
| Savvy Advisors, Inc. | 0.17% | Add +63.5% | 5,009 | $537K |
| HCR Wealth Advisors | 0.08% | Add +1.1% | 4,990 | $535K |
| Tiemann Investment Advisors, LLC | 0.24% | Reduce -6.7% | 4,975 | $533K |
| Fiera Capital Corp | 0.00% | Add +1.3% | 4,942 | $529K |
| ABLE Financial Group, LLC | 0.19% | New | 4,928 | $528K |
| Smallwood Wealth Investment Management, LLC | 0.41% | Reduce -40.2% | 4,919 | $527K |
| Peregrine Asset Advisers, Inc. | 0.21% | Reduce -1.5% | 4,888 | $524K |
| M3 Advisory Group, LLC | 0.43% | Add +0.2% | 4,865 | $521K |
| Walleye Trading LLC | 0.01% | New | 4,761 | $510K |
| Diversify Wealth Management, LLC | 0.06% | — | 4,566 | $504K |
| Western Wealth Management, LLC | 0.04% | Reduce -72.9% | 4,685 | $502K |
| Investments & Financial Planning, LLC | 0.34% | Add +0.4% | 4,678 | $501K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -5.7% | 4,618 | $495K |
| Dumont & Blake Investment Advisors LLC | 0.07% | Add +100.0% | 4,618 | $495K |
| Source Financial Advisors LLC | 0.15% | Add +9.9% | 4,583 | $491K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -61.6% | 4,503 | $482K |
| Belpointe Asset Management LLC | 0.03% | Add +84.1% | 4,475 | $479K |
| Banque Pictet & Cie SA | 0.00% | No change | 4,474 | $479K |
| Riggs Asset Managment Co. Inc. | 0.14% | Reduce -46.1% | 4,453 | $477K |
| Redwood Investment Management, LLC | 0.04% | Reduce -30.1% | 4,439 | $476K |
| Csenge Advisory Group | 0.03% | Reduce -66.9% | 4,405 | $472K |
| International Assets Investment Management, LLC | 0.04% | Reduce -10.2% | 4,394 | $471K |
| GTS Securities LLC | 0.01% | Reduce -19.3% | 4,360 | $467K |
| RTD Financial Advisors, Inc. | 0.06% | New | 4,348 | $466K |
| SlateStone Wealth, LLC | 0.05% | Add +20.4% | 4,344 | $465K |
| Rareview Capital LLC | 0.44% | Reduce -1.3% | 4,284 | $459K |
| Evercore Wealth Management, LLC | 0.01% | Add +1.7% | 4,264 | $457K |
| Modern Wealth Management, LLC | 0.03% | Reduce -33.6% | 4,249 | $455K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +6.9% | 31,993 | $452K |
| White Pine Capital LLC | 0.17% | Add +2.1% | 4,211 | $451K |
| Forte Asset Management LLC | 0.27% | Add +41.2% | 4,198 | $450K |
| Coppell Advisory Solutions LLC | 0.07% | — | 4,187 | $449K |
| Merit Financial Group, LLC | 0.01% | Reduce -45.8% | 4,155 | $445K |
| CVA Family Office, LLC | 0.08% | Reduce -2.8% | 4,136 | $443K |
| GeoWealth Management, LLC | 0.02% | Reduce -23.2% | 4,125 | $442K |
| Fortis Capital Management LLC | 0.09% | Add +25.3% | 4,120 | $441K |
| Kepos Capital LP | 0.17% | Reduce -14.6% | 4,100 | $439K |
| Strategy Asset Managers LLC | 0.10% | Add +34.3% | 4,023 | $435K |
| NTV Asset Management LLC | 0.06% | Reduce -11.3% | 4,056 | $434K |
| Worth Asset Management, LLC | 0.26% | New | 4,044 | $433K |
| HB Wealth Management, LLC | 0.01% | Reduce -5.7% | 4,042 | $433K |
| Aft, Forsyth & Company, Inc. | 0.21% | Reduce -2.2% | 4,036 | $432K |
| EP Wealth Advisors, LLC | 0.00% | Add +48.2% | 4,027 | $431K |
| Avaii Wealth Management, LLC | 0.24% | Add +3.3% | 3,982 | $427K |
| Watershed Private Wealth LLC | 0.18% | Reduce -39.3% | 3,972 | $425K |
| Moser Wealth Advisors, LLC | 0.23% | No change | 3,965 | $425K |
| Advisory Alpha, LLC | 0.02% | Reduce -88.1% | 3,945 | $423K |
| Planned Solutions, Inc. | 0.21% | No change | 3,942 | $422K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -38.9% | 3,939 | $422K |
| Addison Capital Co | 0.18% | Add +4.6% | 3,927 | $421K |
| Optimum Investment Advisors | 0.19% | Add +0.8% | 3,913 | $419K |
| Carrera Capital Advisors | 0.14% | — | 3,908 | $419K |
| IMS Capital Management | 0.19% | No change | 3,735 | $417K |
| Kovack Advisors, Inc. | 0.05% | New | 3,881 | $416K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -6.8% | 3,868 | $414K |
| Lazari Capital Management, Inc. | 0.18% | New | 3,816 | $409K |
| Horst & Graben Wealth Management LLC | 0.08% | Reduce -38.5% | 3,799 | $407K |
| Phillips Financial Management, LLC | 0.03% | Reduce -3.0% | 3,795 | $406K |
| Coldstream Capital Management Inc. | 0.01% | New | 3,781 | $405K |
| Life Line Wealth Management LLC | 0.15% | Reduce -32.2% | 3,749 | $402K |
| 1ST Source Bank | 0.02% | No change | 3,748 | $401K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -12.6% | 3,728 | $399K |
| Exchange Bank | 0.34% | No change | 3,722 | $399K |
| Venture Visionary Partners LLC | 0.02% | Add +2.7% | 3,702 | $397K |
| TFG Advisers LLC | 0.15% | Reduce -13.3% | 3,695 | $396K |
| Financial Counselors Inc. | 0.01% | Add +7.5% | 3,694 | $396K |
| L.M. Kohn & Company | 0.11% | Add +5.3% | 3,685 | $395K |
| Peak Financial Management, Inc. | 0.12% | Reduce -33.9% | 3,671 | $393K |
| Disciplined Investments, LLC | 0.21% | Add +8.4% | 3,667 | $393K |
| Modera Wealth Management, LLC | 0.01% | Add +9.9% | 3,645 | $391K |
| Private Wealth Group, LLC | 0.20% | Reduce -4.3% | 3,615 | $387K |
| SG Americas Securities, LLC | 0.00% | New | 3,594 | $385K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -75.9% | 3,593 | $385K |
| Independent Wealth Network Inc. | 0.18% | Reduce -0.9% | 3,575 | $383K |
| Raleigh Capital Management Inc. | 0.16% | Add +22.8% | 3,514 | $376K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +7.7% | 3,472 | $372K |
| Haverford Trust Co | 0.00% | No change | 3,448 | $369K |
| J. W. Coons Advisors, LLC | 0.07% | Add +45.1% | 3,377 | $362K |
| Cypress Capital Group | 0.04% | Reduce -15.9% | 3,331 | $357K |
| Arkadios Wealth Advisors | 0.02% | New | 3,317 | $355K |
| Meadow Creek Wealth Advisors LLC | 0.33% | Reduce -0.3% | 3,304 | $354K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -27.6% | 3,284 | $352K |
| ProVise Management Group, LLC | 0.03% | Reduce -2.2% | 3,270 | $350K |
| City Center Advisors, LLC | 0.41% | No change | 3,207 | $349K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -5.6% | 3,246 | $348K |
| NorthRock Partners, LLC | 0.01% | Reduce -76.2% | 3,230 | $346K |
| Adams Asset Advisors, LLC | 0.05% | Reduce -7.1% | 3,229 | $346K |
| Perennial Investment Advisors, LLC | 0.05% | New | 3,209 | $344K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +0.3% | 3,125 | $335K |
| SVB Wealth LLC | 0.01% | Reduce -19.2% | 3,120 | $334K |
| &partners | 0.01% | New | 3,117 | $334K |
| Market Street Wealth Management Advisors LLC | 0.06% | Reduce -33.0% | 3,107 | $333K |
| 4Thought Financial Group Inc. | 0.21% | Add +46.0% | 3,107 | $333K |
| Financial Sense Advisors, Inc. | 0.11% | Add +45.5% | 3,098 | $332K |
| Napatree Capital LLC | 0.27% | No change | 3,066 | $328K |
| Spreng Capital Management, Inc. | 0.17% | Reduce -1.6% | 3,063 | $328K |
| GM Advisory Group, LLC | 0.02% | Reduce -82.3% | 3,041 | $326K |
| Wheelhouse Advisory Group LLC | 0.23% | Reduce -5.8% | 3,047 | $325K |
| Sawgrass Asset Management LLC | 0.04% | No change | 3,029 | $324K |
| Aquire Wealth Advisors, LLC | 0.11% | Add +0.4% | 3,028 | $324K |
| Cresset Asset Management, LLC | 0.00% | Add +57.3% | 2,950 | $316K |
| Americana Partners, LLC | 0.02% | Reduce -85.6% | 2,937 | $315K |
| Detalus Advisors, LLC | 0.11% | Reduce -21.3% | 2,924 | $313K |
| Breakwater Capital Group | 0.07% | Reduce -29.3% | 2,899 | $311K |
| OxenFree Capital LLC | 0.27% | Add +6.2% | 2,897 | $310K |
| Resurgent Financial Advisors LLC | 0.19% | Add +0.4% | 2,889 | $309K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +0.1% | 2,867 | $307K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -19.1% | 2,861 | $306K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.6% | 2,853 | $306K |
| Robinson Smith Wealth Advisors LLC | 0.27% | No change | 2,831 | $303K |
| Fiduciary Trust Co | 0.00% | Reduce -0.5% | 2,825 | $303K |
| Good Life Advisors, LLC | 0.02% | Reduce -2.7% | 2,824 | $303K |
| Rothschild Investment LLC | 0.02% | No change | 2,820 | $302K |
| Caldwell Trust Co | 0.03% | No change | 2,795 | $299K |
| 180 Wealth Advisors, LLC | 0.05% | New | 2,736 | $298K |
| Summit X, LLC | 0.07% | Reduce -74.2% | 2,773 | $297K |
| CAP Partners, LLC | 0.24% | Reduce -22.1% | 2,749 | $294K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -16.3% | 2,713 | $291K |
| RPg Family Wealth Advisory, LLC | 0.09% | Add +9.3% | 2,694 | $289K |
| Pure Financial Advisors, LLC | 0.01% | New | 2,689 | $288K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -43.9% | 2,632 | $282K |
| Empower Advisory Group, LLC | 0.00% | Reduce -19.1% | 2,625 | $281K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -49.8% | 2,594 | $278K |
| City Holding Co. | 0.04% | Reduce -12.8% | 2,584 | $277K |
| Clare Market Investments LLC | 0.08% | Reduce -78.1% | 2,557 | $274K |
| Wintrust Investments LLC | 0.02% | Add +1.4% | 2,550 | $273K |
| Empirical Asset Management, LLC | 0.10% | Add +2.7% | 2,545 | $273K |
| Walker Asset Management, LLC | 0.18% | Add +1.1% | 2,517 | $270K |
| World Equity Group, Inc. | 0.08% | Reduce -77.2% | 2,512 | $269K |
| Dimension Capital Management LLC | 0.05% | No change | 2,513 | $269K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -22.6% | 2,513 | $269K |
| Jentner Corp | 0.09% | No change | 2,500 | $268K |
| Fiduciary Family Office, LLC | 0.11% | New | 2,490 | $267K |
| Acorn Wealth Advisors, LLC | 0.13% | Reduce -2.2% | 2,480 | $266K |
| Legacy Edge Advisors, LLC | 0.05% | Add +1.1% | 2,469 | $264K |
| Larson Financial Group LLC | 0.02% | Add +12.4% | 2,449 | $262K |
| World Investment Advisors | 0.02% | New | 2,439 | $261K |
| WR Wealth Planners, LLC | 0.08% | Reduce -1.8% | 2,408 | $258K |
| BHK Investment Advisors, LLC | 0.10% | Add +1.1% | 2,388 | $256K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.8% | 2,381 | $255K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.6% | 2,347 | $251K |
| Wealth Effects LLC | 0.09% | Reduce -3.4% | 2,338 | $250K |
| Ancora Advisors LLC | 0.01% | Reduce -54.1% | 2,337 | $250K |
| RiverGlades Family Offices LLC | 0.19% | Reduce -2.2% | 2,326 | $249K |
| Kanawha Capital Management LLC | 0.02% | Add +1.2% | 2,320 | $248K |
| Concord Wealth Partners | 0.04% | Add +1.0% | 2,307 | $247K |
| Red Spruce Capital, LLC | 0.11% | No change | 2,287 | $245K |
| Guardian Capital Advisors LP | 0.03% | No change | 2,264 | $245K |
| Nilsine Partners, LLC | 0.03% | No change | 2,275 | $244K |
| Sandhill Capital Partners LLC | 0.02% | Add +3.1% | 2,274 | $244K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +5.6% | 2,268 | $243K |
| Wick Capital Partners, LLC | 0.08% | New | 2,253 | $241K |
| Thompson Siegel & Walmsley LLC | 0.00% | New | 2,227 | $239K |
| Cottage Street Advisors LLC | 0.14% | New | 2,224 | $238K |
| NBT Bank, N.A. | 0.02% | Reduce -11.4% | 2,216 | $237K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,210 | $237K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,205 | $236K |
| Chapin Davis, Inc. | 0.08% | Add +0.1% | 2,197 | $235K |
| Trilogy Capital Inc. | 0.01% | New | 2,189 | $234K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -20.5% | 2,175 | $233K |
| Davies Financial Advisors, Inc. | 0.22% | No change | 2,165 | $232K |
| PFG Investments, LLC | 0.02% | Reduce -12.0% | 2,141 | $229K |
| DAVENPORT & Co LLC | 0.00% | Reduce -13.7% | 2,115 | $227K |
| Tidal Investments LLC | 0.00% | Reduce -96.5% | 2,109 | $226K |
| Norden Group LLC | 0.05% | No change | 2,104 | $225K |
| Vident Advisory, LLC | 0.01% | No change | 2,100 | $225K |
| Beacon Financial Group | 0.03% | Reduce -16.7% | 2,091 | $224K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -19.1% | 2,091 | $223K |
| Parkside Financial Bank & Trust | 0.04% | No change | 2,081 | $223K |
| SWS Partners | 0.07% | Reduce -13.8% | 2,073 | $222K |
| Root Financial Partners, LLC | 0.05% | Add +3.9% | 2,055 | $220K |
| Security Financial Services, INC. | 0.05% | Reduce -35.0% | 2,054 | $220K |
| Wedgewood Investors Inc. | 0.26% | — | 2,048 | $219K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -10.6% | 2,044 | $219K |
| Consolidated Portfolio Review Corp | 0.05% | New | 2,041 | $219K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 2,037 | $218K |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -50.1% | 2,030 | $217K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -25.5% | 2,028 | $217K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -22.5% | 2,026 | $217K |
| SOA Wealth Advisors, LLC. | 0.04% | Reduce -4.8% | 2,024 | $217K |
| CNB Bank | 0.10% | No change | 2,024 | $217K |
| Berkshire Asset Management LLC | 0.01% | New | 2,005 | $215K |
| Eagle Strategies LLC | 0.04% | Reduce -93.3% | 2,002 | $214K |
| Park National Corp. | 0.01% | Reduce -80.2% | 1,980 | $212K |
| Powell Investment Advisors, LLC | 0.11% | Reduce -3.5% | 1,980 | $212K |
| Bank of Nova Scotia | 0.00% | No change | 1,968 | $211K |
| Truefg, LLC | 0.08% | Reduce -0.2% | 1,962 | $210K |
| Key Financial Inc | 0.05% | No change | 1,952 | $209K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +3.7% | 1,950 | $209K |
| Verde Capital Management | 0.07% | Reduce -7.5% | 1,942 | $208K |
| Richardson Financial Services Inc. | 0.15% | Reduce -2.2% | 1,935 | $207K |
| Archer Investment Corp | 0.06% | Reduce -5.1% | 1,927 | $206K |
| Hexagon Capital Partners LLC | 0.04% | Reduce -5.4% | 1,906 | $204K |
| Claret Asset Management Corp | 0.04% | No change | 1,906 | $204K |
| Obsidian Cio, LLC | 0.05% | Add +1.1% | 1,895 | $203K |
| Continuum Advisory, LLC | 0.03% | Add +28.4% | 1,822 | $195K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.2% | 1,797 | $192K |
| Colonial Trust Co / SC | 0.03% | Reduce -2.8% | 1,747 | $187K |
| Beacon Capital Management, LLC | 0.03% | Add +0.1% | 1,669 | $179K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +2.0% | 1,501 | $161K |
| Spire Wealth Management | 0.01% | Reduce -84.1% | 1,420 | $152K |
| Templeton & Phillips Capital Management, LLC | 0.13% | No change | 1,416 | $152K |
| Albion Financial Group | 0.01% | Reduce -42.0% | 1,412 | $151K |
| Benjamin Edwards Inc. | 0.03% | Add +7.0% | 1,383 | $148K |
| Bank of New Hampshire | 0.04% | No change | 1,346 | $144K |
| Sachetta, LLC | 0.06% | Reduce -5.2% | 1,274 | $139K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 1,280 | $137K |
| Transamerica Financial Advisors, LLC | 0.01% | No change | 1,232 | $132K |
| Wallace Hart LLC | 0.10% | No change | 1,173 | $126K |
| Covestor Ltd | 0.08% | Reduce -4.2% | 1,168 | $125K |
| Front Row Advisors LLC | 0.04% | Reduce -14.6% | 1,136 | $122K |
| Whittier Trust Co. | 0.00% | Reduce -35.8% | 1,123 | $120K |
| Peoples Bank | 0.09% | Add +50.7% | 1,100 | $118K |
| LGT Financial Advisors LLC | 0.24% | Reduce -52.6% | 1,080 | $116K |
| Kelly Financial Services LLC | 0.04% | Reduce -38.3% | 1,071 | $115K |
| Olistico Wealth, LLC | 0.07% | New | 1,050 | $112K |
| Tsfg, LLC | 0.03% | Reduce -2.8% | 1,044 | $112K |
| Mather Group, Llc. | 0.00% | Add +364.6% | 999 | $109K |
| Webster Bank, N. A. | 0.01% | Add +1.6% | 982 | $105K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +4.0% | 971 | $104K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 965 | $103K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | New | 961 | $103K |
| North Star Investment Management Corp. | 0.01% | Reduce -93.0% | 942 | $101K |
| AlphaCentric Advisors LLC | 0.07% | Reduce -0.1% | 919 | $98K |
| Financial Freedom, LLC | 0.06% | Add +1.1% | 911 | $98K |
| Raffa Wealth Management, LLC | 0.03% | No change | 910 | $97K |
| Sound Income Strategies, LLC | 0.01% | Reduce -9.8% | 897 | $96K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 872 | $93K |
| Main Street Group, LTD | 0.04% | Add +0.1% | 841 | $90K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +575.0% | 837 | $90K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 836 | $90K |
| Sandy Spring Bank | 0.00% | Reduce -66.3% | 811 | $87K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -17.8% | 800 | $86K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 805 | $85K |
| Signaturefd, LLC | 0.00% | Add +1.4% | 780 | $84K |
| Chris Bulman Inc | 0.06% | — | 777 | $83K |
| Register Financial Advisors LLC | 0.04% | Reduce -4.7% | 739 | $79K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -9.3% | 730 | $78K |
| AlphaMark Advisors, LLC | 0.03% | Add +74.7% | 718 | $77K |
| Salem Investment Counselors Inc. | 0.00% | Add +0.8% | 718 | $77K |
| NewSquare Capital LLC | 0.01% | New | 718 | $77K |
| Adirondack Trust Co. | 0.03% | No change | 714 | $76K |
| CENTRAL TRUST Co | 0.00% | No change | 677 | $73K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Reduce -2.3% | 676 | $72K |
| Strategic Financial Concepts, LLC | 0.04% | New | 15,459 | $71K |
| Barrett & Company, Inc. | 0.03% | No change | 655 | $70K |
| PrairieView Partners, LLC | 0.01% | No change | 642 | $68K |
| Abich Financial Wealth Management LLC | 0.04% | Reduce -84.5% | 606 | $65K |
| Element Wealth, LLC | 0.04% | Add +0.8% | 590 | $63K |
| Union Savings Bank | 0.03% | Reduce -7.9% | 580 | $62K |
| Caitlin John, LLC | 0.04% | Add +44.8% | 575 | $62K |
| Viewpoint Capital Management LLC | 0.04% | New | 562 | $60K |
| Security National Bank | 0.01% | No change | 560 | $60K |
| NWK Group, Inc. | 0.02% | Reduce -3.1% | 554 | $59K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 542 | $58K |
| Centerpoint Advisors, LLC | 0.02% | Add +1.9% | 530 | $57K |
| Mechanics Financial Corp | 0.03% | No change | 531 | $57K |
| Activest Wealth Management | 0.02% | No change | 527 | $56K |
| West Paces Advisors Inc. | 0.01% | No change | 500 | $54K |
| TCTC Holdings, LLC | 0.00% | No change | 500 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.5% | 488 | $53K |
| Northwest Capital Management Inc | 0.02% | No change | 470 | $50K |
| Trust Co. of Vermont | 0.00% | No change | 450 | $48K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -31.3% | 425 | $47K |
| 1620 Investment Advisors, Inc. | 0.04% | New | 427 | $46K |
| Tidemark, LLC | 0.02% | Reduce -65.9% | 421 | $45K |
| Atticus Wealth Management, LLC | 0.01% | Add +1.0% | 414 | $44K |
| Colonial Trust Advisors | 0.00% | Reduce -2.2% | 400 | $43K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -46.0% | 386 | $41K |
| Nemes Rush Group LLC | 0.01% | No change | 382 | $41K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 368 | $39K |
| Criterion Capital Advisors, LLC | 0.02% | Reduce -1.9% | 367 | $39K |
| Anfield Capital Management, LLC | 0.02% | New | 361 | $39K |
| Old Second National Bank of Aurora | 0.01% | No change | 349 | $37K |
| HM Payson & Co. | 0.00% | Reduce -44.7% | 348 | $37K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -59.8% | 347 | $37K |
| Avion Wealth | 0.01% | No change | 354 | $37K |
| FWL Investment Management, LLC | 0.02% | Add +12.3% | 338 | $36K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 336 | $36K |
| Gould Capital, LLC | 0.02% | Reduce -12.4% | 304 | $33K |
| Realta Investment Advisors | 0.01% | No change | 304 | $33K |
| Aspire Private Capital, LLC | 0.01% | Reduce -52.1% | 299 | $32K |
| Oakworth Capital, Inc. | 0.00% | Reduce -0.3% | 282 | $30K |
| PSI Advisors, LLC | 0.01% | Add +81.7% | 278 | $30K |
| Friedenthal Financial | 0.02% | Add +2.6% | 277 | $30K |
| Montag A & Associates Inc. | 0.00% | No change | 275 | $29K |
| Godsey & Gibb, Inc. | 0.00% | No change | 271 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 265 | $28K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 263 | $28K |
| ORG Partners LLC | 0.00% | New | 253 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +108.4% | 248 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 247 | $26K |
| Community Bank, N.A. | 0.00% | Reduce -46.6% | 245 | $26K |
| TD Capital Management LLC | 0.00% | No change | 240 | $26K |
| Investors Research Corp | 0.01% | Add +164.4% | 238 | $25K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -48.3% | 234 | $25K |
| Bangor Savings Bank | 0.00% | Add +16.6% | 225 | $24K |
| Matrix Trust Co | 0.01% | No change | 223 | $24K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +869.6% | 223 | $24K |
| Silicon Valley Capital Partners | 0.00% | Add +1.4% | 217 | $23K |
| Anchor Investment Management, LLC | 0.00% | No change | 216 | $23K |
| Pittenger & Anderson Inc. | 0.00% | No change | 210 | $22K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 207 | $22K |
| Bogart Wealth, LLC | 0.00% | No change | 203 | $22K |
| Citizens National Bank Trust Department | 0.00% | No change | 200 | $21K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -99.2% | 200 | $21K |
| Picton Mahoney Asset Management | 0.00% | No change | 200 | $21K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 188 | $20K |
| Wolff Wiese Magana LLC | 0.02% | No change | 184 | $20K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.2% | 171 | $18K |
| Operose Advisors LLC | 0.01% | Add +0.6% | 161 | $17K |
| SRH Advisors, LLC | 0.01% | No change | 160 | $17K |
| Transcendent Capital Group LLC | 0.01% | No change | 155 | $17K |
| Family Firm, Inc. | 0.00% | New | 151 | $16K |
| Tyler-Stone Wealth Management | 0.01% | Reduce -25.0% | 150 | $16K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 150 | $16K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 135 | $15K |
| Ballast Advisors LLC | 0.00% | No change | 134 | $14K |
| Eagle Bay Advisors LLC | 0.01% | No change | 129 | $14K |
| Global Financial Private Client, LLC | 0.01% | Reduce -41.9% | 129 | $14K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +0.8% | 128 | $14K |
| Triad Wealth Partners, LLC | 0.01% | New | 126 | $13K |
| NFSG Corp | 0.01% | No change | 126 | $13K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | New | 119 | $13K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 121 | $13K |
| Stephens Consulting, LLC | 0.00% | No change | 118 | $13K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 118 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 116 | $12K |
| Rakuten Securities, Inc. | 0.01% | Add +5700.0% | 116 | $12K |
| Piscataqua Savings Bank | 0.01% | Reduce -3.5% | 110 | $12K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -51.1% | 110 | $12K |
| Smithfield Trust Co | 0.00% | New | 100 | $11K |
| Gradient Investments LLC | 0.00% | Add +24.4% | 97 | $10K |
| JCIC Asset Management Inc. | 0.00% | No change | 85 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -79.8% | 79 | $8K |
| Ashton Thomas Securities, LLC | 0.00% | — | 78 | $8K |
| Itau Unibanco Holding S.A. | 0.00% | No change | 75 | $8K |
| Asset Dedication, LLC | 0.00% | New | 71 | $8K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 69 | $7K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 69 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -50.4% | 68 | $7K |
| Innealta Capital, LLC | 0.00% | Reduce -98.5% | 67 | $7K |
| Spotlight Asset Group, Inc. | 0.00% | No change | 66 | $7K |
| Breakwater Investment Management | 0.00% | No change | 66 | $7K |
| Bank & Trust Co | 0.01% | — | 65 | $7K |
| Great Lakes Retirement, Inc. | 0.00% | New | 60 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | New | 56 | $6K |
| Cypress Capital, LLC | 0.00% | New | 54 | $6K |
| Wagner Wealth Management, LLC | 0.00% | No change | 53 | $6K |
| Hanseatic Management Services Inc. | 0.01% | No change | 52 | $6K |
| Quent Capital, LLC | 0.00% | Reduce -78.2% | 51 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 47 | $5K |
| SYM FINANCIAL Corp | 0.00% | No change | 45 | $5K |
| WASHINGTON TRUST Co | 0.00% | Reduce -58.0% | 42 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 39 | $4K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +2.8% | 37 | $4K |
| M&R Capital Management Inc. | 0.00% | Reduce -12.5% | 35 | $4K |
| Tucker Asset Management LLC | 0.00% | Reduce -98.9% | 30 | $3K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 27 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 21 | $3K |
| VitalStone Financial, LLC | 0.00% | No change | 22 | $2K |
| First United Bank & Trust | 0.00% | No change | 20 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 22 | $2K |
| MGB Wealth Management, LLC | 0.00% | No change | 17 | $2K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 16 | $2K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 15 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 15 | $2K |
| First Personal Financial Services | 0.00% | No change | 15 | $2K |
| Clear Point Advisors Inc. | 0.00% | No change | 14 | $1K |
| MCF Advisors LLC | 0.00% | New | 12 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 18 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 9 | $964 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 5 | $493 |
| MTM Investment Management, LLC | 0.00% | No change | 4 | $428 |
| Macroview Investment Management LLC | 0.00% | No change | 1 | $112 |
| Strengthening Families & Communities, LLC | 0.00% | New | 3 | $0 |
"% 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.