Ishr Ibx Usd Invgd CB ETF-UiLQDETF
13F holders, Q3 2024 (September 30)1,048holders +40
105new positions
67sold out
7famous investors
$113.04avg. 13F price*
At the end of Q3 2024, 1,048 institutions reported holding Ishr Ibx Usd Invgd CB ETF-Ui (LQD) in their 13F filings, up 40 from Q2 2024. 105 opened new positions and 67 sold out. The largest holders were Bank of America Corp. ($2.5B), Meiji Yasuda Life Insurance Co ($2.2B) and BlackRock, Inc. ($1.7B). 7 famous investors held it, including Ray Dalio (0.6% of Bridgewater Associates's portfolio), David E. Shaw (0.5% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.2% of Fisher Asset Management's portfolio).
- Company
- Ishr Ibx Usd Invgd CB ETF-Ui
- Filed as
- ISHARES TR (Q3 2024)
- CUSIP
- 464287242
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $666.2M |
| Exits | 67 | $354.3M |
All 13F filers, Q2 2024 → Q3 2024: 29,037,080 shares bought and 31,122,030 shares sold, net −2,084,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,048 holders
| Bank of America Corp. | 0.22% | Reduce -4.9% | 22,336,070 | $2.5B |
| Meiji Yasuda Life Insurance Co | 39.98% | No change | 19,120,368 | $2.2B |
| BlackRock, Inc. | 0.04% | — | 14,959,822 | $1.7B |
| Japan Science & Technology Agency | 20.62% | No change | 13,806,450 | $1.6B |
| Financial Engines Advisors L.L.C. | 2.49% | Reduce -1.7% | 10,580,939 | $1.2B |
| Morgan Stanley | 0.08% | Add +5.3% | 9,189,041 | $1.0B |
| NYL Investors LLC | 63.98% | Add +14.4% | 8,916,703 | $1.0B |
| Allianz Investment Management U.S. LLC | 67.23% | Reduce -14.7% | 8,727,705 | $986.1M |
| Wealthfront Advisers LLC | 2.17% | Add +2.5% | 6,253,899 | $706.6M |
| Ameriprise Financial Inc. | 0.17% | Add +54.1% | 5,803,140 | $655.6M |
| Fisher Asset Management | 0.19% | Reduce -74.6% | 4,074,115 | $460.3M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 4.10% | No change | 4,040,400 | $456.5M |
| Wells Fargo & Company | 0.11% | Add +22.9% | 4,015,007 | $453.6M |
| UBS Group AG | 0.12% | Add +5.5% | 3,842,064 | $434.1M |
| Envestnet Asset Management Inc. | 0.14% | Add +7.3% | 3,776,906 | $426.7M |
| Northern Trust Corp. | 0.07% | Add +2.5% | 3,623,070 | $409.3M |
| D. E. Shaw & Co. | 0.54% | Add +309.4% | 3,356,200 | $379.2M |
| Prudential Financial Inc. | 0.46% | Reduce -49.5% | 2,861,613 | $323.3M |
| Assetmark, Inc. | 0.92% | Add +87.3% | 2,846,989 | $321.7M |
| Jane Street Group, LLC | 0.50% | Reduce -8.1% | 2,758,423 | $311.6M |
| LPL Financial LLC | 0.13% | Add +12.9% | 2,599,192 | $293.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.31% | Reduce -0.0% | 2,576,725 | $291.1M |
| Empower Annuity Insurance Co | 100.00% | No change | 2,456,850 | $277.6M |
| Migdal Insurance & Financial Holdings Ltd. | 3.98% | Add +899.7% | 2,180,000 | $246.3M |
| State of Michigan Retirement System | 1.22% | No change | 2,172,400 | $245.4M |
| Schroder Investment Management Group | 0.23% | Add +13.2% | 1,945,030 | $220.3M |
| JPMorgan Chase & Co. | 0.02% | Reduce -6.5% | 1,770,233 | $200.0M |
| Mutual of America Capital Management LLC | 1.88% | No change | 1,578,140 | $178.3M |
| BNP Paribas | 6.78% | Add +917.3% | 1,445,852 | $163.4M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -0.8% | 1,415,526 | $159.9M |
| Money Design Co.,Ltd. | 7.93% | Add +6.3% | 1,410,068 | $159.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.39% | Add +2656.2% | 1,400,825 | $158.3M |
| Members Trust Co | 4.94% | Reduce -33.0% | 1,347,851 | $152.3M |
| Barclays PLC | 0.06% | Reduce -36.8% | 1,250,985 | $141.3M |
| Liberty Mutual Group Asset Management Inc. | 21.21% | New | 1,239,000 | $140.0M |
| Man Group plc | 0.39% | Add +35.9% | 1,178,795 | $133.2M |
| Panagora Asset Management Inc. | 0.63% | Reduce -10.1% | 1,159,849 | $131.0M |
| FMR LLC | 0.01% | Reduce -2.8% | 1,154,384 | $130.4M |
| Stifel Financial Corp. | 0.13% | Reduce -3.7% | 1,125,393 | $127.1M |
| Royal Bank of Canada | 0.03% | Reduce -18.8% | 1,091,050 | $123.3M |
| Bridgewater Associates | 0.63% | Reduce -1.1% | 983,200 | $111.1M |
| Bank of New York Mellon Corp | 0.02% | Add +356.6% | 935,762 | $105.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.47% | Add +21.6% | 932,963 | $105.7M |
| Deutsche Bank AG | 0.04% | Add +1634.8% | 920,200 | $104.0M |
| Principal Financial Group Inc. | 0.05% | Add +5.8% | 820,000 | $92.6M |
| MML Investors Services, LLC | 0.34% | Add +27.8% | 819,494 | $92.6M |
| Hudson Bay Capital Management LP | 0.73% | Reduce -38.5% | 800,000 | $90.4M |
| Legal & General Group Plc | 0.02% | Reduce -12.6% | 786,648 | $88.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +1010.1% | 781,658 | $88.3M |
| State of New Jersey Common Pension Fund D | 0.35% | Add +40.7% | 760,991 | $86.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +2.1% | 747,800 | $84.5M |
| TruWealth Advisors, LLC | 5.04% | Add +24.0% | 728,829 | $82.3M |
| Valmark Advisers, Inc. | 1.25% | Add +2.7% | 705,483 | $79.7M |
| Country Trust Bank | 1.89% | Reduce -0.0% | 682,866 | $77.2M |
| Sumitomo Mitsui Financial Group, Inc. | 1.69% | Reduce -18.8% | 667,012 | $75.4M |
| Neuberger Berman Group LLC | 0.05% | Reduce -6.6% | 616,364 | $69.6M |
| Marshall Wace, LLP | 0.09% | Reduce -13.0% | 608,200 | $68.7M |
| Cetera Investment Advisers | 0.15% | Add +7.5% | 600,123 | $67.8M |
| Allspring Global Investments Holdings, LLC | 0.10% | Reduce -31.6% | 589,181 | $66.6M |
| Raymond James & Associates | 0.04% | Add +38.5% | 581,525 | $65.7M |
| Citadel Advisors | 0.07% | New | 574,482 | $64.9M |
| Osaic Holdings, Inc. | 0.14% | Add +11.9% | 553,416 | $62.6M |
| Voya Investment Management LLC | 0.07% | New | 549,402 | $62.1M |
| GDS Wealth Management | 5.96% | Add +11.0% | 541,408 | $61.2M |
| Brigade Capital Management, LP | 41.05% | New | 512,500 | $57.9M |
| Nomura Asset Management Co. Ltd. | 0.17% | Add +490.4% | 493,035 | $55.7M |
| iA Global Asset Management Inc. | 0.97% | No change | 491,200 | $55.5M |
| BNP Paribas Financial Markets | 0.05% | Add +37.1% | 478,461 | $54.1M |
| Nuveen Asset Management, LLC | 0.01% | No change | 462,157 | $52.2M |
| Payden & Rygel | 4.00% | New | 459,173 | $51.9M |
| HSBC Holdings PLC | 0.03% | Reduce -83.2% | 450,009 | $50.9M |
| Atria Investments, Inc | 0.63% | Add +1491.3% | 446,866 | $50.5M |
| Stevens Capital Management LP | 7.16% | New | 445,500 | $50.3M |
| Creative Planning | 0.05% | Add +1.6% | 438,487 | $49.5M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -1.1% | 423,901 | $47.9M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Reduce -2.5% | 407,150 | $46.0M |
| USA Financial Formulas | 7.02% | Add +15.6% | 399,781 | $45.2M |
| Millennium Management | 0.04% | Add +286.0% | 399,213 | $45.1M |
| Bank of Korea | 100.00% | No change | 396,053 | $44.7M |
| LVZ, Inc. | 5.66% | Reduce -0.4% | 391,439 | $44.2M |
| Gallagher Fiduciary Advisors, LLC | 8.77% | New | 383,225 | $43.3M |
| Schonfeld Strategic Advisors LLC | 0.33% | Add +339.4% | 360,287 | $40.7M |
| SimpliFi, Inc. | 16.89% | Add +0.1% | 337,232 | $38.1M |
| Citigroup Inc. | 0.04% | Reduce -30.0% | 336,673 | $38.0M |
| CTC Alternative Strategies, Ltd. | 46.52% | Reduce -44.7% | 329,290 | $37.2M |
| Townsend & Associates, Inc | 3.80% | Add +3.3% | 338,969 | $37.0M |
| HighTower Advisors, LLC | 0.05% | Add +13.3% | 326,459 | $36.9M |
| Capital Analysts, LLC | 1.48% | Add +3.5% | 322,278 | $36.4M |
| O'shaughnessy Asset Management, LLC | 0.32% | Add +6.9% | 328,223 | $36.4M |
| Sigma Planning Corp | 1.10% | Reduce -9.7% | 317,065 | $35.8M |
| Kestra Advisory Services, LLC | 0.20% | Reduce -1.8% | 315,612 | $35.7M |
| IHT Wealth Management, LLC | 1.00% | Add +115.7% | 313,249 | $35.4M |
| SG Americas Securities, LLC | 0.14% | Add +8602.5% | 312,768 | $35.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Reduce -16.1% | 307,755 | $34.8M |
| Truist Financial Corp. | 0.05% | Reduce -9.9% | 306,450 | $34.6M |
| First Foundation Advisors | 1.28% | Add +14.0% | 300,611 | $34.0M |
| Willis Johnson & Associates, Inc. | 2.55% | Add +1.8% | 297,136 | $33.6M |
| Park Avenue Securities LLC | 0.37% | Add +4.6% | 289,541 | $32.7M |
| Edmond DE Rothschild Holding S.A. | 0.52% | Add +7.7% | 282,604 | $31.9M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -0.1% | 275,550 | $31.1M |
| Insight Wealth Strategies, LLC | 3.92% | Reduce -0.6% | 263,337 | $29.8M |
| Keybank National Association | 0.11% | Reduce -4.5% | 259,021 | $29.3M |
| Petrus Trust Company, LTA | 2.78% | Add +1.5% | 252,374 | $28.5M |
| Atria Wealth Solutions, Inc. | 0.31% | Reduce -5.5% | 252,333 | $28.5M |
| Rothschild Wealth LLC | 8.50% | Reduce -2.4% | 49,357 | $28.5M |
| Balyasny Asset Management L.P. | 0.07% | Add +632.5% | 250,860 | $28.3M |
| BlueCrest Capital Management Ltd | 14.09% | Add +400.0% | 250,000 | $28.2M |
| Diversify Advisory Services, LLC | 1.52% | Add +25.6% | 257,311 | $28.2M |
| Ritholtz Wealth Management | 0.85% | Add +5.1% | 249,543 | $28.2M |
| Arax Advisory Partners | 2.37% | Reduce -2.0% | 235,086 | $26.6M |
| Squarepoint Ops LLC | 0.09% | Reduce -28.4% | 232,743 | $26.3M |
| Old Mission Capital LLC | 0.57% | New | 230,914 | $26.1M |
| Stratos Investment Management, LLC | 1.76% | Add +18.5% | 222,881 | $25.2M |
| Mackenzie Financial Corp. | 0.03% | Add +8.6% | 220,000 | $24.9M |
| Quantitative Strategies, Inc. | 13.14% | Add +1.8% | 219,406 | $24.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -0.9% | 218,345 | $24.7M |
| Conning Inc. | 0.85% | Reduce -13.0% | 217,697 | $24.6M |
| Westshore Wealth, LLC | 9.93% | Add +1.9% | 214,310 | $24.2M |
| Alpha Cubed Investments, LLC | 1.08% | Reduce -1.7% | 214,268 | $24.2M |
| Joule Financial, LLC | 8.76% | Add +4.4% | 213,158 | $24.1M |
| Invst, LLC | 2.89% | Add +897.6% | 211,577 | $23.9M |
| Prudential PLC | 0.12% | Reduce -58.6% | 210,935 | $23.8M |
| Wela Strategies, Inc. | 10.19% | Add +7.4% | 206,938 | $23.4M |
| Members Advisory Group LLC | 11.63% | Add +2.6% | 205,867 | $23.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.23% | Add +6.0% | 204,369 | $23.1M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -4.6% | 201,653 | $22.8M |
| Hilltop Holdings Inc. | 1.48% | Add +14.1% | 199,963 | $22.6M |
| Alley Investment Management Company, LLC | 2.82% | Add +6.3% | 196,988 | $22.3M |
| Regal Investment Advisors LLC | 1.55% | Add +1.9% | 196,051 | $22.1M |
| Scotia Capital Inc. | 0.12% | Add +31.9% | 194,957 | $22.0M |
| Iron Horse Wealth Management, LLC | 7.50% | Add +3.7% | 194,296 | $22.0M |
| DDFG, Inc | 6.03% | Add +39.1% | 186,749 | $21.1M |
| Equitable Holdings, Inc. | 0.19% | Add +17.7% | 177,992 | $20.1M |
| TD Private Client Wealth LLC | 0.57% | Add +0.7% | 175,934 | $19.9M |
| Bank of Montreal | 0.01% | Add +8.6% | 173,151 | $19.6M |
| CI Investments Inc. | 0.07% | Add +1.2% | 173,494 | $19.6M |
| Leo Wealth, LLC | 1.72% | Add +17.1% | 166,888 | $18.9M |
| Rwa Wealth Partners, LLC | 0.23% | Add +173.5% | 166,552 | $18.8M |
| Zacks Investment Management | 0.16% | Add +0.0% | 158,599 | $17.9M |
| Strategic Wealth Partners, Ltd. | 1.70% | Add +7.5% | 156,912 | $17.7M |
| Mechanics Bank Trust Department | 2.32% | Reduce -4.5% | 154,343 | $17.4M |
| Canal Capital Management, LLC | 2.78% | Add +2.5% | 153,864 | $17.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -17.9% | 150,988 | $17.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +15.9% | 150,884 | $17.0M |
| One Capital Management, LLC | 0.54% | Add +258.8% | 150,790 | $17.0M |
| Walleye Capital LLC | 0.20% | Reduce -58.9% | 150,000 | $16.9M |
| Allianz Asset Management GmbH | 0.03% | Add +108.9% | 149,374 | $16.9M |
| Macquarie Group Ltd. | 0.02% | Reduce -5.0% | 147,818 | $16.7M |
| BTG Pactual Asset Management US LLC | 2.35% | Add +13.9% | 143,183 | $16.2M |
| Ssi Investment Management LLC | 6.17% | Reduce -1.7% | 143,123 | $16.2M |
| 5th Street Advisors, LLC | 7.82% | Reduce -10.1% | 142,242 | $16.1M |
| Jefferies Financial Group Inc. | 0.28% | Reduce -57.0% | 140,028 | $15.8M |
| LMR Partners LLP | 0.44% | New | 140,000 | $15.8M |
| Vision Capital Management, Inc. | 2.23% | Add +1.6% | 139,884 | $15.8M |
| Integrated Advisors Network LLC | 0.76% | Reduce -2.5% | 139,406 | $15.8M |
| Fifth Third Bancorp | 0.06% | Reduce -6.7% | 135,401 | $15.3M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -5.7% | 140,667 | $15.2M |
| Strategic Investment Advisors / MI | 1.66% | Add +511.7% | 134,067 | $15.1M |
| Daiichi Life Insurance Co., Ltd. | 0.38% | New | 134,000 | $15.1M |
| APG Asset Management US Inc. | 0.10% | New | 133,000 | $15.0M |
| Guggenheim Capital LLC | 0.11% | Reduce -22.5% | 132,793 | $15.0M |
| Cresta Advisors, Ltd. | 7.81% | Add +2.3% | 132,211 | $14.9M |
| Passaic Partners LLC | 2.22% | Add +5.5% | 131,436 | $14.8M |
| Northcape Wealth Management, LLC | 4.80% | Add +9.8% | 129,702 | $14.7M |
| Betterment LLC | 0.04% | Reduce -4.4% | 129,683 | $14.7M |
| Greystone Financial Group, LLC | 2.62% | Add +3.2% | 129,620 | $14.6M |
| Lifeworks Advisors, LLC | 2.84% | Add +29.5% | 127,956 | $14.5M |
| Graham Capital Management, L.P. | 0.77% | Add +1959.7% | 127,700 | $14.4M |
| Stratos Wealth Advisors, LLC | 0.66% | Add +30.4% | 126,881 | $14.3M |
| Corebridge Financial, Inc. | 0.08% | No change | 126,800 | $14.3M |
| M&T Bank Corp | 0.05% | Reduce -7.3% | 126,614 | $14.3M |
| Fulton Breakefield Broenniman LLC | 0.98% | Reduce -3.3% | 123,599 | $14.0M |
| Prime Capital Investment Advisors, LLC | 0.20% | Reduce -6.5% | 122,601 | $13.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -25.0% | 121,504 | $13.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.92% | Reduce -24.6% | 119,000 | $13.4M |
| Concourse Financial Group Securities, Inc. | 0.79% | Add +13.0% | 117,205 | $13.2M |
| Parallax Volatility Advisers, L.P. | 0.40% | New | 116,502 | $13.2M |
| Baird Financial Group, Inc. | 0.03% | Add +7.7% | 115,584 | $13.1M |
| Daiwa Securities Group Inc. | 0.06% | Add +5.3% | 115,390 | $13.0M |
| NewEdge Advisors, LLC | 0.08% | Reduce -16.1% | 114,868 | $13.0M |
| Oppenheimer & Co. Inc. | 0.20% | Add +3.3% | 114,746 | $13.0M |
| Kingsview Wealth Management, LLC | 0.27% | Reduce -28.2% | 113,964 | $12.9M |
| CHB Investment Group, LLC | 6.76% | — | 112,717 | $12.7M |
| Towercrest Capital Management | 2.02% | Add +12.6% | 110,750 | $12.5M |
| Barings LLC | 0.30% | Reduce -18.4% | 110,627 | $12.5M |
| State Street Corp. | 0.00% | Add +57.5% | 108,642 | $12.3M |
| Banco Santander, S.A. | 0.14% | New | 108,280 | $12.2M |
| TD Asset Management Inc | 0.01% | Reduce -6.1% | 107,316 | $12.2M |
| US Bancorp \de | 0.02% | Add +31.8% | 106,611 | $12.0M |
| Insight Wealth Partners, LLC | 7.35% | Add +15.2% | 106,567 | $12.0M |
| HMS Capital Management, LLC | 5.57% | Add +6.5% | 100,497 | $11.4M |
| Bain Capital Credit, LP | 2.34% | No change | 100,294 | $11.3M |
| Toronto Dominion Bank | 0.02% | Reduce -66.7% | 100,000 | $11.3M |
| Lakeridge Wealth Management LLC | 6.18% | Add +7.5% | 99,539 | $11.2M |
| AAFMAA Wealth Management & Trust LLC | 4.86% | Add +1.3% | 97,639 | $11.0M |
| IFG Advisory, LLC | 0.70% | Add +18.1% | 97,107 | $11.0M |
| Sei Investments Co. | 0.01% | No change | 96,850 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +5.6% | 95,966 | $10.8M |
| Jones Road Capital Management, L.P. | 10.91% | Reduce -13.0% | 95,173 | $10.8M |
| Gotham Asset Management | 0.11% | Add +1.0% | 94,860 | $10.7M |
| Topel & Distasi Wealth Management, LLC | 4.42% | Add +0.7% | 94,480 | $10.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +6.6% | 94,359 | $10.7M |
| Trajan Wealth LLC | 0.63% | Reduce -23.6% | 94,218 | $10.6M |
| Synovus Financial Corp. | 0.12% | Add +11.8% | 93,643 | $10.6M |
| Wesbanco Bank Inc. | 0.36% | Reduce -23.0% | 93,467 | $10.6M |
| Shelter Mutual Insurance Co | 2.49% | No change | 95,196 | $10.4M |
| Net Worth Advisory Group | 3.09% | — | 92,118 | $10.4M |
| TD Waterhouse Canada Inc. | 0.08% | Add +20.1% | 92,009 | $10.4M |
| Providence First Trust Co | 4.29% | Add +36.4% | 89,370 | $10.1M |
| MTC Wealth Management LLC | 4.54% | Add +0.4% | 88,969 | $10.1M |
| Twele Capital Management, Inc. | 2.09% | Add +1.1% | 88,029 | $9.9M |
| Constant Guidance Financial LLC | 8.43% | New | 87,930 | $9.9M |
| SevenBridge Financial Group, LLC | 1.91% | Add +7.6% | 90,306 | $9.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.23% | Reduce -71.5% | 86,500 | $9.8M |
| Invictus Private Wealth, LLC | 0.76% | Reduce -0.1% | 85,462 | $9.7M |
| Corient Private Wealth LP | 0.01% | Reduce -0.5% | 83,160 | $9.4M |
| Provida Pension Fund Administrator | 0.20% | No change | 81,800 | $9.2M |
| Mariner, LLC | 0.02% | Reduce -8.4% | 81,696 | $9.2M |
| Avantax Advisory Services, Inc. | 0.06% | Add +7.4% | 80,962 | $9.1M |
| Comerica Bank | 0.04% | Reduce -10.2% | 80,050 | $9.0M |
| Pinkerton Wealth, LLC | 1.31% | Add +3.7% | 79,925 | $9.0M |
| Strong Tower Advisory Services | 2.52% | Reduce -1.4% | 79,913 | $9.0M |
| National Mutual Funds Management Ltd. | 100.00% | Reduce -59.5% | 79,473 | $9.0M |
| Easterly Investment Partners LLC | 0.71% | No change | 78,690 | $8.9M |
| Donaldson Capital Management, LLC | 0.34% | Add +11.5% | 78,585 | $8.9M |
| Perigon Wealth Management, LLC | 0.24% | Add +12.6% | 78,296 | $8.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -6.2% | 77,919 | $8.8M |
| Alliancebernstein L.P. | 0.00% | Add +0.7% | 77,795 | $8.8M |
| Townsquare Capital LLC | 0.10% | Add +233.4% | 77,402 | $8.7M |
| Dai-ichi Life Holdings, Inc. | 10.11% | Reduce -15.9% | 76,202 | $8.6M |
| Stephens Inc. | 0.12% | Reduce -3.0% | 76,140 | $8.6M |
| Axos Invest Inc. | 5.88% | — | 76,069 | $8.6M |
| 1832 Asset Management L.P. | 0.01% | Reduce -6.2% | 75,035 | $8.5M |
| Allstate Corp. | 0.81% | Reduce -61.4% | 75,000 | $8.5M |
| Bulltick Wealth Management, LLC | 2.08% | Reduce -3.1% | 74,123 | $8.4M |
| Captrust Financial Advisors | 0.02% | Add +2.9% | 73,843 | $8.3M |
| WBH Advisory Inc. | 0.79% | Add +7.3% | 73,486 | $8.3M |
| Tudor Investment Corporation | 0.09% | Add +0.4% | 73,375 | $8.3M |
| Anfield Capital Management, LLC | 3.12% | Add +19949.6% | 72,379 | $8.2M |
| AMJ Financial Wealth Management | 2.34% | New | 72,017 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +32.8% | 70,648 | $8.0M |
| Heartwood Wealth Advisors LLC | 0.88% | Add +1.1% | 70,627 | $8.0M |
| Welch & Forbes LLC | 0.10% | Reduce -3.9% | 69,501 | $7.9M |
| Balefire, LLC | 2.62% | Add +55.0% | 68,760 | $7.8M |
| Mutual Advisors, LLC | 0.22% | Reduce -7.0% | 70,017 | $7.7M |
| Central Pacific Bank - Trust Division | 1.00% | Reduce -1.7% | 67,345 | $7.6M |
| Clearstead Advisors, LLC | 0.12% | Reduce -32.0% | 65,890 | $7.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -19.9% | 65,660 | $7.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -11.0% | 54,969 | $7.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -63.4% | 64,685 | $7.3M |
| Capstone Investment Advisors, LLC | 0.25% | Reduce -20.4% | 63,801 | $7.2M |
| Fortis Group Advisors, LLC | 1.31% | Add +676.2% | 62,933 | $7.1M |
| Curran Financial Partners, LLC | 2.01% | Add +5.6% | 62,633 | $7.1M |
| Exencial Wealth Advisors, LLC | 0.25% | Reduce -1.8% | 62,191 | $7.0M |
| Summit Financial, LLC | 0.27% | Reduce -1.2% | 61,924 | $7.0M |
| EFG Asset Management (Americas) Corp. | 1.37% | Reduce -0.8% | 61,784 | $7.0M |
| First American Trust, FSB | 0.69% | Add +12.8% | 61,726 | $7.0M |
| Vontobel Holding Ltd. | 0.02% | Reduce -2.3% | 60,854 | $6.9M |
| First Hawaiian Bank | 0.22% | Reduce -2.2% | 60,389 | $6.8M |
| Pinnacle Financial Partners Inc | 0.14% | Reduce -14.2% | 60,096 | $6.8M |
| Aozora Bank, LTD. | 6.91% | No change | 60,000 | $6.8M |
| Vestmark Advisory Solutions, Inc. | 0.25% | Reduce -5.1% | 59,854 | $6.8M |
| Compound Planning, Inc. | 0.42% | Add +3.2% | 59,520 | $6.7M |
| NorthCoast Asset Management LLC | 0.05% | Add +578.8% | 59,191 | $6.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.1% | 58,940 | $6.7M |
| Jmac Enterprises LLC | 1.06% | Add +12.4% | 58,535 | $6.6M |
| Nvwm, LLC | 1.68% | Reduce -3.6% | 58,326 | $6.6M |
| J.Safra Asset Management Corp | 0.62% | Add +5.7% | 57,762 | $6.5M |
| Providence Capital Advisors, LLC | 1.30% | Add +0.5% | 57,882 | $6.5M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -28.0% | 57,837 | $6.5M |
| Condor Capital Management | 0.59% | Add +3.8% | 57,566 | $6.5M |
| Chesapeake Wealth Management | 2.19% | Add +2.1% | 56,855 | $6.4M |
| Modus Advisors, LLC | 2.10% | Add +4.0% | 56,694 | $6.4M |
| Innealta Capital, LLC | 2.58% | Add +83314.9% | 55,888 | $6.3M |
| Fiduciary Financial Group, LLC | 1.45% | Add +9.7% | 56,793 | $6.3M |
| First Trust Advisors LP | 0.01% | Add +8.4% | 55,128 | $6.2M |
| Onyx Bridge Wealth Group LLC | 0.93% | Add +33.0% | 54,362 | $6.1M |
| Midwest Financial Group LLC | 3.60% | Add +0.9% | 54,325 | $6.1M |
| Mma Asset Management LLC | 1.62% | Add +113.0% | 56,670 | $6.1M |
| Fairview Capital Investment Management, LLC | 0.33% | Add +5.9% | 53,449 | $6.0M |
| Capital Investment Advisors, LLC | 0.12% | Add +1.8% | 51,133 | $5.8M |
| Red Wave Investments LLC | 2.00% | Reduce -8.4% | 50,741 | $5.7M |
| Crabel Capital Management, LLC | 4.01% | Add +31.7% | 50,489 | $5.7M |
| Loomis Sayles & Co. L P | 0.01% | Add +48.2% | 49,949 | $5.6M |
| CoreCap Advisors, LLC | 0.26% | New | 49,757 | $5.6M |
| Ameritas Investment Partners, Inc. | 0.18% | No change | 49,102 | $5.5M |
| Bar Harbor Wealth Management | 0.34% | Add +0.3% | 47,335 | $5.3M |
| Freedom Investment Management, Inc. | 0.42% | Reduce -31.5% | 46,243 | $5.2M |
| Plan Group Financial, LLC | 2.71% | Add +7.6% | 45,408 | $5.1M |
| Flputnam Investment Management Co. | 0.09% | Add +6.0% | 44,627 | $5.0M |
| Sax Wealth Advisors, LLC | 0.45% | New | 44,213 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +5.0% | 42,994 | $4.9M |
| Independent Solutions Wealth Management, LLC | 1.09% | Reduce -2.2% | 42,523 | $4.8M |
| Clear Creek Financial Management, LLC | 0.54% | Reduce -5.3% | 42,043 | $4.8M |
| Evergreen Capital Management LLC | 0.16% | Reduce -3.6% | 41,792 | $4.7M |
| Cobblestone Capital Advisors LLC | 0.26% | Reduce -20.7% | 41,228 | $4.7M |
| United Capital Financial Advisors, LLC | 0.04% | Add +1.7% | 40,351 | $4.6M |
| Lanark Financial, Inc. | 0.38% | Reduce -5.0% | 40,254 | $4.5M |
| Evolution Wealth Advisors, LLC | 0.80% | Reduce -0.9% | 39,414 | $4.5M |
| CW Advisors, LLC | 0.06% | Reduce -0.1% | 39,352 | $4.4M |
| Roberts Financial Services LLC | 0.82% | Reduce -4.7% | 38,967 | $4.4M |
| Bishop & Co Investment Management, LLC | 1.66% | Reduce -2.9% | 38,629 | $4.4M |
| RFG Advisory, LLC | 0.13% | Add +15.9% | 38,344 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +30.0% | 38,281 | $4.3M |
| NewEdge Wealth, LLC | 0.08% | Add +0.1% | 38,181 | $4.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -6.9% | 38,042 | $4.3M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -28.0% | 37,683 | $4.3M |
| Walleye Trading LLC | 0.10% | Add +691.3% | 37,674 | $4.3M |
| Full Sail Capital, LLC | 0.27% | Reduce -26.5% | 37,664 | $4.3M |
| Flagship Private Wealth, LLC | 2.16% | Add +81.2% | 37,088 | $4.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -35.5% | 36,600 | $4.1M |
| Meeder Advisory Services, Inc. | 0.27% | Add +17.3% | 36,552 | $4.1M |
| Partners Value Investments L.P. | 0.05% | No change | 36,515 | $4.1M |
| Lionsbridge Wealth Management LLC | 3.23% | Reduce -1.8% | 36,232 | $4.1M |
| Sowell Financial Services LLC | 0.19% | Reduce -14.9% | 36,216 | $4.1M |
| Blair William & Co. | 0.01% | Add +1.1% | 36,183 | $4.1M |
| Cornerstone Management, Inc. | 0.83% | Reduce -0.3% | 35,259 | $4.0M |
| Royal Harbor Partners, LLC | 1.54% | Add +6.3% | 34,991 | $4.0M |
| Family Asset Management, LLC | 2.37% | Reduce -5.3% | 34,943 | $3.9M |
| Two Sigma Investments, LP | 0.01% | New | 34,700 | $3.9M |
| Forefront Analytics, LLC | 1.84% | Add +0.8% | 34,567 | $3.9M |
| Graypoint LLC | 0.25% | Add +5.6% | 34,216 | $3.9M |
| Signal Advisors Wealth, LLC | 0.55% | New | 34,126 | $3.9M |
| Foguth Wealth Management, LLC. | 1.38% | Add +76.4% | 34,272 | $3.8M |
| Founders Financial Securities LLC | 0.35% | Reduce -6.8% | 33,548 | $3.8M |
| AMG National Trust Bank | 0.10% | Reduce -12.8% | 33,439 | $3.8M |
| Idaho Trust Co | 1.81% | Add +9.3% | 33,250 | $3.8M |
| Heritage Wealth Management, Inc. | 3.37% | Reduce -1.7% | 33,082 | $3.7M |
| Belvedere Trading LLC | 0.22% | Add +371.1% | 32,881 | $3.7M |
| Anchor Capital Advisors LLC | 0.10% | Reduce -29.6% | 32,596 | $3.7M |
| Cwm, LLC | 0.02% | Add +11.5% | 32,100 | $3.6M |
| Alliance Wealth Advisors, LLC | 0.95% | New | 31,954 | $3.6M |
| Transamerica Financial Advisors, LLC | 0.35% | Add +2443.3% | 31,333 | $3.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.30% | Add +454.4% | 31,234 | $3.5M |
| Alliance Wealth Management Group | 0.93% | Add +23.0% | 31,065 | $3.5M |
| Brophy Wealth Management, LLC | 1.25% | — | 30,980 | $3.5M |
| Keel Point, LLC | 0.29% | Reduce -35.0% | 30,952 | $3.5M |
| Farrell Financial LLC | 2.47% | Add +0.3% | 31,808 | $3.5M |
| Herold Advisors, Inc. | 0.76% | Add +0.4% | 30,875 | $3.5M |
| Fifth Third Securities, Inc. | 0.33% | Reduce -2.6% | 30,795 | $3.5M |
| Lantern Wealth Advisors, LLC | 2.41% | Add +0.8% | 30,728 | $3.5M |
| Horizon Investments, LLC | 0.09% | Add +0.4% | 30,297 | $3.4M |
| Pinebridge Investments, L.P. | 0.03% | New | 30,048 | $3.4M |
| Regions Financial Corp. | 0.02% | Add +4.5% | 29,920 | $3.4M |
| Commerce Bank | 0.02% | Add +3.5% | 29,849 | $3.4M |
| Advisory Services Network, LLC | 0.07% | No change | 31,462 | $3.4M |
| Syntax Research, Inc. | 2.28% | Add +284.1% | 29,769 | $3.4M |
| Wooster Corthell Wealth Management, Inc. | 0.70% | Add +110.5% | 28,902 | $3.3M |
| Camden National Bank | 0.47% | Add +46.5% | 28,891 | $3.3M |
| Burns J W & Co. Inc. | 0.42% | Add +30.6% | 28,862 | $3.3M |
| Tidal Investments LLC | 0.04% | Add +1260.4% | 28,690 | $3.2M |
| All Season Financial Advisors, Inc. | 2.72% | New | 28,310 | $3.2M |
| Center For Asset Management LLC | 1.91% | Add +2.4% | 28,235 | $3.2M |
| Surience Private Wealth LLC | 3.26% | Reduce -27.8% | 28,235 | $3.2M |
| Frank, Rimerman Advisors LLC | 0.23% | No change | 28,196 | $3.2M |
| Warwick Investment Management, Inc. | 0.75% | Add +0.3% | 28,175 | $3.2M |
| Mokosak Advisory Group, LLC | 0.95% | Reduce -4.7% | 28,176 | $3.2M |
| Westwood Holdings Group Inc. | 0.02% | Reduce -13.1% | 27,834 | $3.1M |
| Joseph P. Lucia & Associates, LLC | 1.44% | Add +43.1% | 27,741 | $3.1M |
| Asset Management One Co., Ltd. | 0.01% | No change | 27,650 | $3.1M |
| Elm Partners Management LLC | 0.22% | Reduce -37.1% | 27,577 | $3.1M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -35.3% | 26,977 | $3.0M |
| Ironwood Financial, llc | 0.63% | Reduce -9.6% | 26,617 | $3.0M |
| Eukles Asset Management | 1.20% | Add +15.7% | 26,496 | $3.0M |
| Sharkey, Howes & Javer | 0.43% | Add +88.0% | 26,453 | $3.0M |
| Duncker Streett & Co. Inc. | 0.54% | Reduce -0.5% | 26,278 | $3.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +20.4% | 26,076 | $2.9M |
| One Wealth Advisors, LLC | 0.45% | New | 25,874 | $2.9M |
| Interactive Financial Advisors, Inc. | 1.49% | Reduce -0.6% | 25,699 | $2.9M |
| MIdWestOne Financial Group, Inc. | 0.39% | New | 25,059 | $2.8M |
| New England Asset Management Inc. | 0.46% | No change | 25,000 | $2.8M |
| Corepath Wealth Partners LLC | 2.74% | Add +2.4% | 25,454 | $2.8M |
| Sykon Capital LLC | 0.99% | Add +10.2% | 24,936 | $2.8M |
| Insigneo Advisory Services, LLC | 0.28% | Add +19.2% | 24,835 | $2.8M |
| Viawealth, LLC | 1.61% | Add +1.0% | 24,448 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +13.9% | 23,638 | $2.7M |
| Arlington Capital Management, Inc. | 2.20% | Add +4.9% | 23,631 | $2.7M |
| Innova Wealth Partners | 2.20% | New | 23,631 | $2.7M |
| KG Capital Management | 0.85% | Add +0.7% | 23,450 | $2.6M |
| Baker Avenue Asset Management, LP | 0.08% | Add +6.2% | 23,164 | $2.6M |
| Rareview Capital LLC | 1.93% | Add +432.8% | 22,827 | $2.6M |
| Wescott Financial Advisory Group, LLC | 0.28% | Add +17.5% | 22,781 | $2.6M |
| Private Advisory Group LLC | 0.32% | New | 22,582 | $2.6M |
| Mgo One Seven LLC | 0.11% | Add +23.4% | 22,447 | $2.5M |
| Roundview Capital LLC | 0.18% | Reduce -0.2% | 22,232 | $2.5M |
| Natixis | 0.02% | Add +296.1% | 22,116 | $2.5M |
| ShoreHaven Wealth Partners, LLC | 1.20% | Reduce -47.0% | 22,091 | $2.5M |
| Copperwynd Financial, LLC | 0.74% | New | 21,884 | $2.5M |
| Pacifica Partners Inc. | 1.00% | Add +11.3% | 21,365 | $2.4M |
| James Investment Research, Inc. | 0.28% | Add +25.3% | 21,218 | $2.4M |
| Jacobi Capital Management LLC | 0.18% | Add +13.2% | 21,163 | $2.4M |
| Franklin Resources Inc. | 0.00% | Reduce -3.7% | 21,477 | $2.4M |
| Van Hulzen Asset Management, LLC | 0.17% | Reduce -4.2% | 20,956 | $2.4M |
| Seamount Financial Group Inc. | 1.78% | Add +5.3% | 20,916 | $2.4M |
| Florin Court Capital LLP | 1.89% | Add +41.5% | 20,800 | $2.3M |
| Brady Family Wealth, LLC | 0.70% | Reduce -1.6% | 20,552 | $2.3M |
| Alterna Wealth Management, Inc. | 2.05% | Reduce -3.8% | 20,168 | $2.3M |
| Calton & Associates, Inc. | 0.86% | New | 19,991 | $2.3M |
| a16z Perennial Management, L.P. | 0.28% | New | 19,876 | $2.2M |
| Aurora Private Wealth, Inc. | 1.75% | Add +0.3% | 19,693 | $2.2M |
| Sunesis Advisors, LLC | 1.34% | No change | 19,683 | $2.2M |
| AE Wealth Management LLC | 0.02% | Add +10.5% | 19,524 | $2.2M |
| Bessemer Group Inc. | 0.00% | No change | 19,457 | $2.2M |
| Y.D. More Investments Ltd | 0.23% | Add +12.4% | 19,414 | $2.2M |
| Arcataur Capital Management LLC | 0.74% | Reduce -0.5% | 19,375 | $2.2M |
| Agilis Partners LLC | 0.61% | Add +2.8% | 19,214 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +14.2% | 19,094 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +14.2% | 19,094 | $2.2M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -10.3% | 19,092 | $2.2M |
| Mandatum Life Insurance Co Ltd | 0.66% | Add +0.9% | 19,004 | $2.1M |
| Rovin Capital /Ut/ | 0.80% | Reduce -55.1% | 19,000 | $2.1M |
| Investment Advisory Group, LLC | 0.73% | Reduce -0.7% | 18,554 | $2.1M |
| Vicus Capital | 0.19% | New | 18,539 | $2.1M |
| Tompkins Financial Corp. | 0.20% | Add +29.0% | 18,376 | $2.1M |
| Flagstar Securities, Inc. | 0.52% | Add +1.9% | 18,218 | $2.1M |
| Wedbush Securities Inc. | 0.08% | Reduce -0.1% | 18,103 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +231.7% | 18,079 | $2.0M |
| Financial Advocates Investment Management | 0.11% | Reduce -9.7% | 18,396 | $2.0M |
| Lake Street Private Wealth, LLC | 0.33% | Add +7.8% | 17,933 | $2.0M |
| Choreo, LLC | 0.03% | Reduce -5.2% | 17,719 | $2.0M |
| Berkeley Capital Partners, LLC | 0.57% | Reduce -1.2% | 17,729 | $2.0M |
| Sunbelt Securities, Inc. | 0.20% | Add +25.8% | 17,722 | $2.0M |
| King Wealth Management Group | 0.31% | Reduce -8.2% | 17,708 | $2.0M |
| Claro Advisors Inc. | 0.26% | Add +19.4% | 17,539 | $2.0M |
| UMB Bank, n.a. | 0.03% | Reduce -6.0% | 17,478 | $2.0M |
| Marex Group Ltd | 0.04% | Reduce -45.0% | 17,296 | $2.0M |
| LexAurum Advisors, LLC | 0.43% | Add +23.2% | 17,232 | $1.9M |
| Level Four Advisory Services, LLC | 0.08% | Add +57.7% | 17,735 | $1.9M |
| PFG Advisors | 0.12% | Add +96.5% | 17,064 | $1.9M |
| Avior Wealth Management, LLC | 0.08% | Reduce -5.2% | 16,973 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +154.1% | 16,922 | $1.9M |
| Saxony Capital Management, LLC | 1.75% | Add +2.5% | 16,901 | $1.9M |
| Sonata Capital Group Inc. | 0.80% | New | 16,843 | $1.9M |
| J. Safra Sarasin Holding AG | 0.03% | Add +12.0% | 16,800 | $1.9M |
| Latitude Advisors, LLC | 1.07% | New | 16,798 | $1.9M |
| Clarus Wealth Advisors | 0.96% | Reduce -1.3% | 17,034 | $1.9M |
| Spectrum Strategic Capital Management, LLC | 1.27% | Reduce -29.3% | 16,620 | $1.9M |
| VestGen Investment Management | 0.52% | New | 16,520 | $1.9M |
| SignalPoint Asset Management, LLC | 0.43% | Add +0.1% | 16,440 | $1.9M |
| Sarasin & Partners LLP | 0.02% | Reduce -24.0% | 16,375 | $1.9M |
| SeaCrest Wealth Management, LLC | 0.20% | Reduce -3.0% | 16,279 | $1.8M |
| Brasada Capital Management, LP | 0.32% | Add +21.3% | 16,263 | $1.8M |
| Sheets Smith Wealth Management | 0.22% | Add +2.5% | 16,104 | $1.8M |
| Ballast, Inc. | 0.51% | Add +0.8% | 15,816 | $1.8M |
| Brookstone Capital Management | 0.03% | Reduce -13.4% | 15,640 | $1.8M |
| Advus Financial Partners, LLC | 0.50% | Reduce -28.6% | 15,489 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +50.6% | 15,483 | $1.7M |
| Foundations Investment Advisors, LLC | 0.04% | Add +167.7% | 15,336 | $1.7M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -9.4% | 15,295 | $1.7M |
| Proquility Private Wealth Partners, LLC | 0.55% | Add +23.5% | 15,141 | $1.7M |
| Thrive Capital Management, LLC | 0.80% | Reduce -5.5% | 15,085 | $1.7M |
| Allie Family Office LLC | 0.91% | Add +15.4% | 15,025 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.4% | 14,874 | $1.7M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +6.3% | 14,671 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +16.6% | 14,591 | $1.6M |
| TFB Advisors LLC | 0.48% | Add +138.0% | 14,419 | $1.6M |
| Financial Sense Advisors, Inc. | 0.45% | Add +365.1% | 14,409 | $1.6M |
| Worth Financial Advisory Group, LLC | 0.95% | Add +2.0% | 14,376 | $1.6M |
| Chesley Taft & Associates LLC | 0.08% | Add +0.6% | 14,258 | $1.6M |
| Nwam LLC | 0.10% | New | 14,124 | $1.6M |
| FineMark National Bank & Trust | 0.05% | Add +82.4% | 13,907 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +1.5% | 13,893 | $1.6M |
| Keystone Wealth Services, LLC | 0.43% | Add +0.6% | 13,849 | $1.6M |
| Eastern Bank | 0.03% | Reduce -2.6% | 13,796 | $1.6M |
| Norden Group LLC | 0.18% | Add +544.4% | 13,559 | $1.5M |
| High Falls Advisors, Inc | 0.35% | Reduce -12.2% | 13,504 | $1.5M |
| Verus Capital Partners, LLC | 0.15% | Reduce -32.2% | 13,497 | $1.5M |
| Gries Financial LLC | 0.29% | Reduce -16.0% | 13,477 | $1.5M |
| IFP Advisors, Inc | 0.05% | Add +10.9% | 13,213 | $1.5M |
| GC Wealth Management RIA, LLC | 0.26% | Add +0.1% | 13,170 | $1.5M |
| Orleans Capital Management Corp. | 0.84% | New | 13,010 | $1.5M |
| American Financial & Tax Strategies Inc. | 0.75% | Reduce -1.5% | 13,006 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +44.0% | 13,002 | $1.5M |
| CMG Global Holdings, LLC | 0.83% | Reduce -0.2% | 12,980 | $1.5M |
| Family Capital Management, Inc. | 0.93% | Reduce -7.0% | 12,774 | $1.4M |
| Waterloo Capital, L.P. | 0.16% | New | 12,566 | $1.4M |
| Global Trust Asset Management, LLC | 0.53% | Add +18.6% | 12,550 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +3.5% | 12,506 | $1.4M |
| Invesco Ltd. | 0.00% | No change | 12,416 | $1.4M |
| Arrien Investments, Inc. | 1.01% | Add +75.6% | 12,386 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.66% | Reduce -1.8% | 12,338 | $1.4M |
| Hollencrest Capital Management | 0.06% | Reduce -9.4% | 12,062 | $1.4M |
| Silverlake Wealth Management LLC | 0.52% | Add +10.1% | 12,058 | $1.4M |
| Van Strum & Towne Inc. | 0.47% | Add +5.0% | 12,034 | $1.4M |
| Ascent Group, LLC | 0.10% | Add +54.3% | 11,994 | $1.4M |
| LPWM LLC | 0.44% | Add +20.0% | 11,970 | $1.3M |
| Arrow Investment Advisors, LLC | 1.25% | New | 11,860 | $1.3M |
| Fiducient Advisors LLC | 0.15% | Add +67.4% | 11,838 | $1.3M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -1.8% | 11,832 | $1.3M |
| Financial Partners Group, Inc | 0.20% | New | 11,691 | $1.3M |
| Running Point Capital Advisors, LLC | 0.50% | Add +4.4% | 11,524 | $1.3M |
| Laurel Wealth Advisors LLC | 0.21% | Reduce -4.1% | 11,511 | $1.3M |
| Raymond James Trust N.A. | 0.03% | Add +70.4% | 11,510 | $1.3M |
| World Investment Advisors | 0.04% | Add +370.5% | 11,476 | $1.3M |
| Edgestream Partners, L.P. | 0.06% | Reduce -86.0% | 11,476 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +22.7% | 11,277 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +3.4% | 11,242 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.31% | Reduce -40.5% | 11,232 | $1.3M |
| Smartleaf Asset Management LLC | 0.15% | Add +8.6% | 11,040 | $1.3M |
| JT Stratford LLC | 0.21% | Add +5.3% | 10,910 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -7.1% | 10,844 | $1.2M |
| Icon Wealth Advisors, LLC | 0.10% | Reduce -1.0% | 10,791 | $1.2M |
| Roger Wittlin Investment Advisory, LLC | 0.70% | Reduce -3.9% | 10,782 | $1.2M |
| Parsons Capital Management Inc. | 0.08% | Add +6.4% | 10,778 | $1.2M |
| Worth Asset Management, LLC | 0.66% | Add +166.5% | 10,778 | $1.2M |
| Arrowroot Family Office, LLC | 0.71% | Add +18.2% | 10,752 | $1.2M |
| Cambridge Advisors Inc. | 0.26% | No change | 10,710 | $1.2M |
| Optivise Advisory Services LLC | 0.64% | Reduce -2.0% | 10,706 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | New | 10,700 | $1.2M |
| Disciplined Investments, LLC | 0.59% | Add +188.6% | 10,581 | $1.2M |
| Riggs Asset Managment Co. Inc. | 0.32% | Add +135.9% | 10,507 | $1.2M |
| Diversified, LLC | 0.13% | Add +0.1% | 10,494 | $1.2M |
| Diversified Enterprises, LLC | 0.13% | — | 10,494 | $1.2M |
| LYNX Capital Group Ltd. | 0.77% | Add +4.9% | 10,470 | $1.2M |
| Independent Family Office, LLC | 0.59% | Reduce -10.8% | 10,434 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | Reduce -6.1% | 10,178 | $1.1M |
| Montecito Bank & Trust | 0.19% | New | 10,102 | $1.1M |
| Magnus Financial Group LLC | 0.12% | Add +3.3% | 10,081 | $1.1M |
| Simplicity Wealth,LLC | 0.11% | Reduce -0.5% | 10,049 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +143.3% | 10,038 | $1.1M |
| Perennial Investment Advisors, LLC | 0.15% | Add +211.8% | 10,006 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Add +13.7% | 9,881 | $1.1M |
| Indiana Trust & Investment Management Co | 0.38% | Reduce -1.0% | 9,870 | $1.1M |
| Arete Wealth Advisors, LLC | 0.10% | Add +82.3% | 9,874 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +7.9% | 9,844 | $1.1M |
| Neumann Capital Management, LLC | 0.37% | Reduce -13.9% | 9,795 | $1.1M |
| Etesian Wealth Advisors, Inc. | 0.50% | Reduce -2.0% | 9,770 | $1.1M |
| Ledyard National Bank | 0.10% | Reduce -0.3% | 9,732 | $1.1M |
| Cascade Financial Partners, LLC | 0.14% | Reduce -2.8% | 10,015 | $1.1M |
| Park Place Capital Corp | 0.31% | Reduce -0.3% | 9,675 | $1.1M |
| Lane & Associates LLC | 0.59% | Reduce -18.5% | 9,666 | $1.1M |
| Winthrop Advisory Group LLC | 0.13% | Add +20.8% | 9,561 | $1.1M |
| Founders Financial Alliance, LLC | 0.30% | Reduce -3.0% | 9,532 | $1.1M |
| WealthShield Partners, LLC | 0.15% | Reduce -1.0% | 9,504 | $1.1M |
| Rathbones Group PLC | 0.01% | Reduce -0.7% | 9,431 | $1.1M |
| Strategy Asset Managers LLC | 0.20% | Add +133.0% | 9,372 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Reduce -4.9% | 9,235 | $1.0M |
| Wealth Alliance, LLC | 0.12% | Add +13.2% | 9,199 | $1.0M |
| Bellecapital International Ltd. | 0.21% | No change | 9,173 | $1.0M |
| Axiom Advisory, LLC | 0.01% | Add +2.2% | 9,361 | $1.0M |
| CV Advisors LLC | 0.53% | Reduce -26.8% | 9,090 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | Add +49.6% | 9,007 | $1.0M |
| Hancock Whitney Corp. | 0.03% | Reduce -2.9% | 8,950 | $1.0M |
| Cypress Financial Planning LLC | 0.37% | Reduce -10.1% | 8,923 | $1.0M |
| JB Capital LLC | 0.06% | Reduce -9.1% | 8,885 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Add +112.1% | 8,813 | $996K |
| Curtis Advisory Group, LLC | 0.28% | New | 8,810 | $995K |
| Castle Rock Wealth Management, LLC | 0.24% | Add +0.8% | 8,865 | $986K |
| Camelot Technology Advisors, Inc. | 0.87% | Reduce -12.2% | 8,710 | $984K |
| Ridgewood Investments LLC | 0.49% | Reduce -5.1% | 8,680 | $981K |
| Pacific Wealth Management | 0.45% | Add +1.4% | 8,637 | $976K |
| Argonautica Private Wealth Management, Inc. | 0.32% | Add +2.9% | 8,497 | $960K |
| Renasant Bank | 0.62% | Add +0.4% | 8,384 | $947K |
| &partners | 0.02% | Add +167.6% | 8,342 | $942K |
| Traynor Capital Management, Inc. | 0.08% | Add +5.6% | 8,314 | $939K |
| Omega Financial Group, LLC | 0.36% | Reduce -0.6% | 8,313 | $939K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -26.8% | 8,304 | $936K |
| Camarda Financial Advisors, LLC | 0.35% | Add +4.6% | 8,251 | $932K |
| EPIQ Capital Group, LLC | 0.26% | Add +7.1% | 8,094 | $914K |
| David J Yvars Group | 0.56% | Add +0.4% | 8,059 | $911K |
| Castleview Partners, LLC | 0.52% | Reduce -0.5% | 8,040 | $908K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -70.9% | 8,000 | $904K |
| Compass Ion Advisors, LLC | 0.11% | Reduce -0.4% | 7,991 | $903K |
| Investment House LLC | 0.05% | No change | 7,965 | $900K |
| Kaizen Financial Strategies | 0.52% | Reduce -2.1% | 7,927 | $896K |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -2.7% | 7,910 | $894K |
| Csenge Advisory Group | 0.05% | Add +82.4% | 8,034 | $890K |
| Oxinas Partners, LLC | 0.54% | Add +2.6% | 7,771 | $878K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 7,700 | $870K |
| Moors & Cabot, Inc. | 0.04% | Add +1.8% | 7,682 | $868K |
| Life Planning Partners, Inc | 0.77% | Add +15.9% | 7,678 | $867K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Reduce -1.2% | 7,662 | $866K |
| Old Mission Investment Co LLC | 0.26% | Reduce -0.9% | 7,617 | $861K |
| Wealthgarden F.S. LLC | 0.83% | Add +12.3% | 7,559 | $854K |
| Ascentis Independent Advisors | 0.13% | New | 7,529 | $851K |
| McDonald Partners LLC | 0.21% | Add +7.1% | 7,500 | $847K |
| Exchange Capital Management, Inc. | 0.13% | Reduce -29.0% | 7,498 | $847K |
| Allworth Financial LP | 0.01% | Reduce -23.3% | 7,483 | $845K |
| Wealth Advisory Solutions, LLC | 0.23% | Add +20.6% | 7,442 | $841K |
| Midwest Professional Planners, LTD. | 0.25% | Add +1.8% | 7,344 | $830K |
| Everstar Asset Management, LLC | 0.57% | — | 7,315 | $826K |
| Tempus Wealth Planning, LLC | 0.30% | Add +2.9% | 7,313 | $826K |
| Strategic Blueprint, LLC | 0.05% | Reduce -2.4% | 7,271 | $822K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -5.3% | 7,245 | $819K |
| Titleist Asset Management, LLC | 0.12% | Reduce -1.0% | 7,230 | $817K |
| Crestwood Advisors Group, LLC | 0.02% | Add +8.4% | 7,216 | $815K |
| Per Stirling Capital Management, LLC. | 0.11% | Add +40.7% | 7,209 | $814K |
| Prospera Financial Services Inc | 0.02% | Reduce -29.9% | 7,198 | $814K |
| Trivium Point Advisory, LLC | 0.11% | Reduce -1.1% | 7,453 | $807K |
| Copperleaf Capital, LLC | 0.61% | Reduce -3.6% | 7,033 | $795K |
| Capasso Planning Partners LLC | 0.23% | New | 7,006 | $792K |
| Federated Hermes, Inc. | 0.00% | No change | 7,000 | $791K |
| City State Bank | 0.28% | No change | 6,910 | $781K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +22.6% | 6,904 | $780K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +29.0% | 6,859 | $776K |
| Argent Financial Group, Inc. | 0.09% | — | 6,853 | $774K |
| GTS Securities LLC | 0.02% | Add +57.0% | 6,845 | $773K |
| Savvy Advisors, Inc. | 0.15% | Add +34.5% | 6,737 | $761K |
| FinTrust Capital Advisors, LLC | 0.13% | Reduce -5.3% | 6,735 | $761K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -59.0% | 6,725 | $760K |
| Intergy Private Wealth, LLC | 0.29% | Add +12.0% | 6,721 | $759K |
| New Century Financial Group, LLC | 0.28% | Add +1.9% | 6,716 | $759K |
| Mount Lucas Management LP | 0.26% | Add +2.6% | 6,681 | $755K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -2.5% | 6,638 | $750K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.0% | 6,637 | $750K |
| TNF LLC | 0.27% | Reduce -6.2% | 6,797 | $745K |
| Melfa Wealth Management, Inc. | 0.49% | Add +10.8% | 6,569 | $742K |
| KMG Fiduciary Partners, LLC | 0.06% | Reduce -1.8% | 6,539 | $739K |
| Good Life Advisors, LLC | 0.05% | Add +130.7% | 6,516 | $736K |
| Atlas Private Wealth Advisors | 0.11% | Reduce -6.1% | 6,512 | $736K |
| StoneX Group Inc. | 0.05% | Reduce -7.5% | 6,497 | $734K |
| RDA Financial Network | 0.22% | Add +6.1% | 6,397 | $723K |
| McAdam, LLC | 0.04% | Add +2.8% | 6,377 | $720K |
| TRUE Private Wealth Advisors | 0.08% | Add +1.3% | 6,134 | $693K |
| Gouws Capital LLC | 0.47% | No change | 6,128 | $692K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.3% | 6,216 | $688K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 6,076 | $686K |
| L.M. Kohn & Company | 0.17% | Add +64.3% | 6,053 | $684K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.8% | 6,040 | $682K |
| TSA Wealth Managment LLC | 0.27% | Reduce -16.3% | 6,027 | $681K |
| Napa Wealth Management | 0.32% | Add +18.9% | 6,017 | $680K |
| Berger Financial Group, Inc | 0.05% | Reduce -5.3% | 5,974 | $675K |
| Adaptive Financial Consulting, LLC | 0.27% | Add +1.1% | 5,887 | $665K |
| Afg Fiduciary Services Limited Partnership | 0.45% | New | 6,000 | $665K |
| Virtue Capital Management, LLC | 0.13% | Reduce -48.4% | 5,836 | $659K |
| Portside Wealth Group, LLC | 0.11% | New | 5,834 | $659K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -2.9% | 5,797 | $655K |
| Two West Capital Advisors LLC | 0.53% | Reduce -10.8% | 5,773 | $652K |
| Liberty Wealth Management LLC | 0.11% | Reduce -79.1% | 5,768 | $652K |
| Cresset Asset Management, LLC | 0.00% | Add +95.4% | 5,765 | $651K |
| Shared Vision Wealth Group LLC | 0.35% | Reduce -1.3% | 5,751 | $650K |
| Kepos Capital LP | 0.28% | Add +39.0% | 5,700 | $644K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.8% | 5,684 | $642K |
| 4J Wealth Management LLC | 0.49% | New | 5,653 | $639K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.4% | 5,650 | $638K |
| Fonville Wealth Management LLC | 0.22% | Add +0.1% | 5,559 | $628K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -20.1% | 5,544 | $626K |
| Rockingstone Advisors LLC | 0.31% | Reduce -1.6% | 5,502 | $622K |
| Creative Financial Designs Inc. | 0.05% | Add +1.8% | 5,502 | $622K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -7.0% | 5,495 | $621K |
| Fort Point Capital Partners LLC | 0.08% | Reduce -4.0% | 5,475 | $619K |
| Sierra Capital LLC | 0.07% | No change | 5,450 | $616K |
| Summa Corp. | 0.30% | No change | 5,450 | $616K |
| Carmichael Hill & Associates, Inc. | 0.23% | Add +0.5% | 5,430 | $613K |
| Belpointe Asset Management LLC | 0.04% | Add +20.1% | 5,375 | $607K |
| Sharper & Granite LLC | 0.27% | Reduce -13.9% | 5,320 | $601K |
| Private Portfolio Partners LLC | 0.11% | New | 5,320 | $601K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,300 | $599K |
| Sawgrass Asset Management LLC | 0.06% | Add +74.5% | 5,285 | $597K |
| Wealthspire Advisors, LLC | 0.01% | Add +3.3% | 5,271 | $596K |
| Cosner Financial Group, LLC | 0.38% | No change | 5,245 | $593K |
| Focus Partners Wealth | 0.00% | Reduce -99.1% | 5,195 | $587K |
| HCR Wealth Advisors | 0.08% | Add +3.9% | 5,186 | $586K |
| Independence Bank of Kentucky | 0.13% | Reduce -5.2% | 5,179 | $585K |
| Bokf, NA | 0.01% | Reduce -5.9% | 5,214 | $585K |
| Solstein Capital, LLC | 0.31% | No change | 5,165 | $584K |
| Palouse Capital Management, Inc. | 0.37% | Reduce -12.1% | 5,154 | $582K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -1.1% | 5,118 | $578K |
| Gradient Capital Advisors, LLC | 0.19% | Add +1.1% | 5,117 | $578K |
| Dorsey Wright & Associates | 0.14% | New | 5,092 | $575K |
| IPG Investment Advisors LLC | 0.12% | Reduce -61.2% | 5,023 | $567K |
| Waverly Advisors, LLC | 0.01% | Reduce -11.6% | 4,961 | $560K |
| ABLE Financial Group, LLC | 0.17% | Add +0.6% | 4,959 | $560K |
| Modera Wealth Management, LLC | 0.01% | Add +35.6% | 4,941 | $558K |
| Smallwood Wealth Investment Management, LLC | 0.40% | Reduce -0.2% | 4,911 | $555K |
| Peregrine Asset Advisers, Inc. | 0.19% | No change | 4,888 | $552K |
| Global Assets Advisory, LLC | 0.30% | New | 4,871 | $551K |
| M3 Advisory Group, LLC | 0.40% | No change | 4,865 | $550K |
| Tiemann Investment Advisors, LLC | 0.23% | Reduce -4.0% | 4,775 | $539K |
| Drucker Wealth 3.0, LLC | 0.13% | Reduce -12.3% | 4,761 | $538K |
| Banque Pictet & Cie SA | 0.01% | Add +6.2% | 4,749 | $537K |
| Vermillion & White Wealth Management Group, LLC | 0.39% | Reduce -6.3% | 4,706 | $532K |
| HB Wealth Management, LLC | 0.01% | Add +16.3% | 4,701 | $531K |
| Bright Futures Wealth Management, LLC. | 0.26% | Reduce -1.9% | 4,852 | $530K |
| Ground Swell Capital, LLC | 0.75% | New | 4,660 | $526K |
| Fiera Capital Corp | 0.00% | Reduce -6.3% | 4,630 | $523K |
| Ocean Park Asset Management, LLC | 0.02% | New | 4,620 | $522K |
| Exchange Traded Concepts, LLC | 0.01% | New | 4,620 | $522K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 4,618 | $522K |
| Performance Wealth Partners, LLC | 0.02% | Add +1.4% | 4,567 | $516K |
| Source Financial Advisors LLC | 0.15% | Reduce -0.4% | 4,565 | $516K |
| Western Wealth Management, LLC | 0.03% | Reduce -4.1% | 4,495 | $508K |
| Avaii Wealth Management, LLC | 0.25% | Add +11.9% | 4,457 | $504K |
| Kensington Asset Management, LLC | 0.03% | New | 4,600 | $501K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -19.1% | 4,427 | $500K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -43.2% | 4,375 | $496K |
| Investments & Financial Planning, LLC | 0.31% | Reduce -6.4% | 4,377 | $495K |
| RTD Financial Advisors, Inc. | 0.06% | Add +0.3% | 4,361 | $493K |
| Forte Asset Management LLC | 0.26% | Add +2.8% | 4,316 | $488K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 4,308 | $487K |
| Probity Advisors, Inc. | 0.09% | Reduce -43.3% | 4,294 | $485K |
| NBT Bank, N.A. | 0.03% | Add +91.9% | 4,252 | $480K |
| International Assets Investment Management, LLC | 0.04% | Reduce -3.3% | 4,250 | $480K |
| White Pine Capital LLC | 0.16% | Add +0.8% | 4,246 | $480K |
| Tradewinds, LLC. | 0.15% | Reduce -52.5% | 4,213 | $476K |
| J. W. Coons Advisors, LLC | 0.09% | Add +24.6% | 4,207 | $475K |
| Composition Wealth, LLC | 0.01% | Reduce -98.8% | 4,180 | $472K |
| Peoples Bank | 0.31% | Add +277.3% | 4,150 | $469K |
| Lazari Capital Management, Inc. | 0.20% | Add +7.0% | 4,085 | $462K |
| NTV Asset Management LLC | 0.06% | No change | 4,056 | $458K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -0.5% | 31,848 | $458K |
| Principal Securities, Inc. | 0.01% | Reduce -88.8% | 4,028 | $455K |
| AlphaMark Advisors, LLC | 0.16% | Add +459.3% | 4,016 | $454K |
| Dohj, LLC | 0.11% | Reduce -55.3% | 3,995 | $451K |
| Hudson Portfolio Management LLC | 0.44% | — | 3,966 | $448K |
| Moser Wealth Advisors, LLC | 0.23% | No change | 3,965 | $448K |
| Carrera Capital Advisors | 0.11% | Add +1.1% | 3,949 | $446K |
| Planned Solutions, Inc. | 0.18% | No change | 3,942 | $445K |
| Optimum Investment Advisors | 0.19% | Add +0.6% | 3,938 | $445K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 3,862 | $436K |
| Venture Visionary Partners LLC | 0.02% | Add +3.2% | 3,821 | $432K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +9.1% | 3,789 | $428K |
| Life Line Wealth Management LLC | 0.15% | Add +1.1% | 3,789 | $428K |
| Modern Wealth Management, LLC | 0.03% | Reduce -11.1% | 3,777 | $427K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -98.0% | 3,773 | $426K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -15.2% | 3,874 | $423K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -7.1% | 3,741 | $423K |
| IMS Capital Management | 0.19% | No change | 3,735 | $422K |
| Exchange Bank | 0.34% | No change | 3,722 | $421K |
| Canvas Wealth Advisors, LLC | 0.12% | Reduce -52.8% | 3,710 | $419K |
| Arkadios Wealth Advisors | 0.02% | Add +11.8% | 3,709 | $419K |
| Financial Counselors Inc. | 0.01% | No change | 3,694 | $417K |
| Peak Financial Management, Inc. | 0.12% | Add +0.1% | 3,674 | $415K |
| City Center Advisors, LLC | 0.46% | Add +13.6% | 3,642 | $411K |
| Redwood Investment Management, LLC | 0.04% | Reduce -18.0% | 3,639 | $411K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.0% | 3,630 | $410K |
| Caldwell Trust Co | 0.04% | Add +28.8% | 3,601 | $407K |
| Ieq Capital, LLC | 0.00% | New | 3,565 | $403K |
| Phillips Financial Management, LLC | 0.03% | Reduce -6.8% | 3,539 | $400K |
| Cottage Street Advisors LLC | 0.22% | Add +58.6% | 3,528 | $399K |
| Caitlin John, LLC | 0.26% | Add +539.0% | 3,674 | $398K |
| Aft, Forsyth & Company, Inc. | 0.20% | Reduce -13.2% | 3,502 | $396K |
| Kovack Advisors, Inc. | 0.04% | Reduce -11.1% | 3,451 | $390K |
| Haverford Trust Co | 0.00% | No change | 3,448 | $390K |
| Independent Wealth Network Inc. | 0.17% | Reduce -4.0% | 3,432 | $388K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +4.3% | 3,425 | $387K |
| Resurgent Financial Advisors LLC | 0.23% | Add +18.2% | 3,416 | $386K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -14.3% | 3,315 | $374K |
| Heck Capital Advisors, LLC | 0.04% | New | 3,307 | $374K |
| Meadow Creek Wealth Advisors LLC | 0.29% | Reduce -0.8% | 3,279 | $370K |
| ProVise Management Group, LLC | 0.03% | Add +0.0% | 3,271 | $370K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +38.6% | 3,252 | $367K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -0.1% | 3,242 | $366K |
| Adams Asset Advisors, LLC | 0.05% | No change | 3,229 | $365K |
| Fortis Capital Management LLC | 0.07% | Reduce -22.4% | 3,198 | $361K |
| CVA Family Office, LLC | 0.06% | Reduce -23.9% | 3,149 | $356K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +0.5% | 3,140 | $355K |
| Addison Capital Co | 0.14% | Reduce -20.2% | 3,135 | $354K |
| Napatree Capital LLC | 0.24% | No change | 3,066 | $346K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +18.0% | 3,062 | $346K |
| Aquire Wealth Advisors, LLC | 0.11% | Add +0.6% | 3,047 | $344K |
| Horst & Graben Wealth Management LLC | 0.06% | Reduce -21.3% | 2,990 | $338K |
| Security Financial Services, INC. | 0.07% | Add +45.2% | 2,983 | $337K |
| TFG Advisers LLC | 0.12% | Reduce -20.4% | 2,942 | $332K |
| Breakwater Capital Group | 0.07% | Add +1.4% | 2,938 | $332K |
| Acorn Wealth Advisors, LLC | 0.14% | Add +16.8% | 2,896 | $327K |
| Personal Cfo Solutions, LLC | 0.05% | New | 2,891 | $327K |
| Guardian Capital Advisors LP | 0.03% | Add +27.3% | 2,882 | $326K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.5% | 2,868 | $324K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +0.0% | 2,868 | $324K |
| First Horizon Advisors, Inc. | 0.01% | Add +8.2% | 2,849 | $322K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -23.7% | 2,844 | $321K |
| Apexium Financial, LP | 0.02% | New | 2,838 | $321K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +4.5% | 2,836 | $320K |
| Robinson Smith Wealth Advisors LLC | 0.27% | No change | 2,831 | $320K |
| Detalus Advisors, LLC | 0.11% | Reduce -3.2% | 2,830 | $320K |
| OxenFree Capital LLC | 0.25% | Reduce -2.4% | 2,827 | $319K |
| Americana Partners, LLC | 0.02% | Reduce -3.8% | 2,827 | $319K |
| Fiduciary Trust Co | 0.00% | No change | 2,825 | $319K |
| Rothschild Investment LLC | 0.02% | No change | 2,820 | $319K |
| 1ST Source Bank | 0.02% | Reduce -24.8% | 2,820 | $319K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -9.9% | 2,798 | $316K |
| Cypress Capital Group | 0.04% | Reduce -16.4% | 2,785 | $315K |
| Wealth Quarterback LLC | 0.16% | New | 2,759 | $312K |
| Wheelhouse Advisory Group LLC | 0.20% | Reduce -11.5% | 2,696 | $305K |
| Root Financial Partners, LLC | 0.05% | Add +30.1% | 2,673 | $302K |
| Empirical Asset Management, LLC | 0.11% | Add +3.2% | 2,626 | $297K |
| West Wealth Group, LLC | 0.10% | Reduce -59.8% | 2,614 | $295K |
| Legacy Edge Advisors, LLC | 0.05% | Add +5.8% | 2,612 | $295K |
| DAVENPORT & Co LLC | 0.00% | Add +23.4% | 2,611 | $295K |
| BHK Investment Advisors, LLC | 0.11% | Add +7.6% | 2,569 | $290K |
| CAP Partners, LLC | 0.22% | Reduce -6.7% | 2,564 | $290K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -55.3% | 2,560 | $289K |
| Voya Financial Advisors, Inc. | 0.03% | New | 2,534 | $287K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -41.0% | 2,516 | $284K |
| Gateway Wealth Partners, LLC | 0.08% | Add +23.9% | 2,516 | $284K |
| Dimension Capital Management LLC | 0.05% | No change | 2,513 | $284K |
| Jentner Corp | 0.09% | No change | 2,500 | $282K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.0% | 2,493 | $282K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -31.4% | 2,466 | $279K |
| Larson Financial Group LLC | 0.02% | Add +0.7% | 2,465 | $278K |
| SageView Advisory Group, LLC | 0.01% | New | 2,456 | $278K |
| Sandhill Capital Partners LLC | 0.02% | Add +7.9% | 2,454 | $277K |
| Geneos Wealth Management Inc. | 0.01% | Add +21.1% | 2,454 | $277K |
| Summit X, LLC | 0.07% | Reduce -6.7% | 2,588 | $277K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.4% | 2,437 | $275K |
| Walker Asset Management, LLC | 0.17% | Reduce -3.2% | 2,436 | $275K |
| Naviter Wealth, LLC | 0.04% | New | 2,414 | $273K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -3.9% | 2,414 | $273K |
| Talisman Wealth Advisors LLC | 0.29% | New | 11,166 | $272K |
| Strata Wealth Advisors, LLC | 0.09% | New | 2,379 | $269K |
| Wealth Effects LLC | 0.09% | Add +0.4% | 2,348 | $265K |
| Kanawha Capital Management LLC | 0.02% | Add +1.1% | 2,345 | $265K |
| Advisory Alpha, LLC | 0.01% | Reduce -40.8% | 2,335 | $264K |
| City Holding Co. | 0.04% | Reduce -9.7% | 2,334 | $264K |
| RiverGlades Family Offices LLC | 0.19% | No change | 2,326 | $263K |
| Dumont & Blake Investment Advisors LLC | 0.07% | Reduce -50.0% | 2,308 | $261K |
| Red Spruce Capital, LLC | 0.12% | No change | 2,287 | $258K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3.5% | 2,287 | $258K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 2,282 | $258K |
| Benjamin Edwards Inc. | 0.00% | Add +64.9% | 2,280 | $258K |
| Nilsine Partners, LLC | 0.03% | No change | 2,275 | $257K |
| Charter Oak Capital Management, LLC | 0.02% | New | 2,264 | $256K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,205 | $249K |
| Chapin Davis, Inc. | 0.08% | Add +0.1% | 2,199 | $248K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,175 | $246K |
| Fiduciary Family Office, LLC | 0.08% | Reduce -13.1% | 2,164 | $244K |
| Thompson Siegel & Walmsley LLC | 0.00% | Reduce -3.5% | 2,150 | $243K |
| Watershed Private Wealth LLC | 0.10% | Reduce -45.9% | 2,150 | $243K |
| Wick Capital Partners, LLC | 0.08% | Reduce -5.8% | 2,123 | $240K |
| PFG Investments, LLC | 0.02% | Reduce -0.9% | 2,122 | $240K |
| United Advisor Group, LLC | 0.05% | New | 2,121 | $240K |
| Columbia Advisory Partners LLC | 0.23% | New | 2,103 | $238K |
| Concord Wealth Partners | 0.04% | Reduce -8.9% | 2,101 | $237K |
| Vident Advisory, LLC | 0.01% | No change | 2,100 | $237K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -7.9% | 2,088 | $236K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +114.6% | 2,062 | $233K |
| LifePro Asset Management | 0.14% | New | 2,057 | $232K |
| Wedgewood Investors Inc. | 0.25% | No change | 2,048 | $231K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.7% | 2,042 | $231K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -0.1% | 2,038 | $230K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 2,037 | $230K |
| Hoxton Planning & Management, LLC | 0.09% | New | 2,034 | $230K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 2,024 | $229K |
| CNB Bank | 0.11% | No change | 2,024 | $229K |
| NorthRock Partners, LLC | 0.01% | Reduce -37.3% | 2,024 | $229K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +2.6% | 2,001 | $226K |
| Powell Investment Advisors, LLC | 0.11% | Add +1.1% | 2,001 | $226K |
| Eagle Strategies LLC | 0.04% | Reduce -0.5% | 1,992 | $225K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Reduce -5.5% | 1,977 | $223K |
| Truefg, LLC | 0.07% | No change | 1,962 | $222K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -50.4% | 1,953 | $221K |
| Key Financial Inc | 0.05% | No change | 1,952 | $221K |
| Ancora Advisors LLC | 0.01% | Reduce -16.9% | 1,941 | $219K |
| Claret Asset Management Corp | 0.04% | No change | 1,906 | $215K |
| Berkshire Asset Management LLC | 0.01% | No change | 2,005 | $215K |
| Paloma Partners Management Co | 0.01% | New | 1,900 | $215K |
| GM Advisory Group, LLC | 0.01% | Reduce -38.1% | 1,882 | $213K |
| Hexagon Capital Partners LLC | 0.04% | Reduce -1.8% | 1,872 | $211K |
| Procyon Advisors, LLC | 0.01% | New | 1,866 | $211K |
| Continuum Advisory, LLC | 0.03% | Add +6.8% | 1,946 | $211K |
| Harmony Asset Management LLC | 0.08% | New | 1,847 | $209K |
| Richardson Financial Services Inc. | 0.13% | No change | 1,935 | $207K |
| WR Wealth Planners, LLC | 0.06% | Reduce -23.8% | 1,834 | $207K |
| Citizens Financial Group Inc. | 0.00% | New | 1,821 | $206K |
| OPTIMAS CAPITAL Ltd | 0.19% | New | 1,818 | $205K |
| Obsidian Cio, LLC | 0.04% | Reduce -4.5% | 1,810 | $205K |
| Bank of Nova Scotia | 0.00% | Reduce -8.5% | 1,801 | $203K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -0.2% | 1,793 | $203K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -91.0% | 1,792 | $202K |
| Pioneer Wealth Management Group | 0.10% | New | 1,778 | $201K |
| Pine Harbor Wealth Management, LLC | 0.10% | New | 1,770 | $200K |
| Colonial Trust Co / SC | 0.03% | No change | 1,747 | $197K |
| Bank of New Hampshire | 0.05% | Add +23.4% | 1,661 | $188K |
| HighMark Wealth Management LLC | 0.09% | New | 1,487 | $168K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.7% | 1,475 | $167K |
| Templeton & Phillips Capital Management, LLC | 0.12% | No change | 1,416 | $160K |
| Wolverine Asset Management LLC | 0.02% | New | 1,400 | $158K |
| Spire Wealth Management | 0.01% | Reduce -6.4% | 1,329 | $150K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 1,280 | $145K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -69.7% | 1,270 | $144K |
| LGT Financial Advisors LLC | 0.33% | Add +8.9% | 1,176 | $133K |
| Wallace Hart LLC | 0.10% | No change | 1,173 | $133K |
| Whittier Trust Co. | 0.00% | No change | 1,123 | $127K |
| Tsfg, LLC | 0.03% | Add +6.5% | 1,112 | $126K |
| Rosenberg Matthew Hamilton | 0.03% | Add +32.7% | 1,068 | $121K |
| Olistico Wealth, LLC | 0.07% | No change | 1,050 | $119K |
| Blue Trust, Inc. | 0.00% | Reduce -93.2% | 1,072 | $115K |
| Boyd Watterson Asset Management LLC | 0.03% | Add +3.6% | 1,000 | $113K |
| Johnson Financial Group, Inc. | 0.01% | New | 1,000 | $113K |
| Sound Income Strategies, LLC | 0.01% | Add +8.4% | 972 | $110K |
| Webster Bank, N. A. | 0.01% | Reduce -1.5% | 967 | $109K |
| Albion Financial Group | 0.01% | Reduce -32.7% | 950 | $107K |
| North Star Investment Management Corp. | 0.01% | Add +0.5% | 947 | $107K |
| Financial Freedom, LLC | 0.06% | Add +1.1% | 921 | $104K |
| Sachetta, LLC | 0.04% | Reduce -28.3% | 913 | $103K |
| Raffa Wealth Management, LLC | 0.02% | No change | 910 | $103K |
| AlphaCentric Advisors LLC | 0.08% | Reduce -2.3% | 898 | $101K |
| Covestor Ltd | 0.06% | Reduce -23.6% | 892 | $101K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | New | 872 | $99K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 872 | $99K |
| Financial Network Wealth Advisors LLC | 0.08% | New | 863 | $98K |
| Main Street Group, LTD | 0.04% | Reduce -0.1% | 840 | $95K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 837 | $95K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 836 | $94K |
| Front Row Advisors LLC | 0.03% | Reduce -28.1% | 817 | $92K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +11.6% | 815 | $92K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 800 | $90K |
| Barrett & Company, Inc. | 0.04% | Add +18.8% | 778 | $88K |
| Register Financial Advisors LLC | 0.04% | No change | 739 | $83K |
| Adirondack Trust Co. | 0.03% | No change | 714 | $81K |
| Signaturefd, LLC | 0.00% | Reduce -8.6% | 713 | $81K |
| Venturi Wealth Management, LLC | 0.00% | Add +98.8% | 690 | $78K |
| Element Wealth, LLC | 0.04% | Add +8.0% | 637 | $72K |
| Beacon Capital Management, LLC | 0.01% | Reduce -62.8% | 621 | $70K |
| Aspect Partners, LLC | 0.04% | New | 579 | $65K |
| Union Savings Bank | 0.03% | Reduce -1.9% | 569 | $64K |
| Security National Bank | 0.01% | No change | 560 | $63K |
| NWK Group, Inc. | 0.03% | Add +0.7% | 558 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.9% | 546 | $62K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 542 | $61K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -25.8% | 533 | $60K |
| Centerpoint Advisors, LLC | 0.02% | No change | 530 | $60K |
| Mechanics Financial Corp | 0.03% | No change | 531 | $60K |
| Activest Wealth Management | 0.02% | No change | 527 | $60K |
| West Paces Advisors Inc. | 0.01% | No change | 500 | $56K |
| TCTC Holdings, LLC | 0.00% | No change | 500 | $56K |
| Future Financial Wealth Managment LLC | 0.04% | New | 486 | $55K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Reduce -28.3% | 485 | $55K |
| Mather Group, Llc. | 0.00% | Reduce -52.5% | 475 | $54K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 472 | $53K |
| Northwest Capital Management Inc | 0.02% | No change | 470 | $53K |
| Quent Capital, LLC | 0.01% | Add +811.8% | 465 | $53K |
| Trust Co. of Vermont | 0.00% | No change | 450 | $51K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 427 | $48K |
| Tidemark, LLC | 0.02% | No change | 421 | $48K |
| Mascoma Wealth Management LLC | 0.01% | New | 420 | $47K |
| Atticus Wealth Management, LLC | 0.02% | Add +1.2% | 419 | $47K |
| CENTRAL TRUST Co | 0.00% | Reduce -39.4% | 410 | $46K |
| Sandy Spring Bank | 0.00% | Reduce -50.8% | 399 | $45K |
| Glen Eagle Advisors, LLC | 0.01% | Add +3.4% | 399 | $45K |
| AdvisorNet Financial, Inc | 0.00% | Add +398.7% | 394 | $45K |
| Smithfield Trust Co | 0.00% | Add +297.0% | 397 | $44K |
| Nemes Rush Group LLC | 0.01% | No change | 382 | $42K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 368 | $42K |
| Hemington Wealth Management | 0.01% | New | 378 | $41K |
| FWL Investment Management, LLC | 0.02% | Add +4.4% | 353 | $40K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 367 | $39K |
| Avion Wealth | 0.01% | No change | 354 | $39K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 336 | $38K |
| ORG Partners LLC | 0.01% | Add +25.3% | 317 | $37K |
| Oakworth Capital, Inc. | 0.00% | Add +13.1% | 319 | $36K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +25.5% | 310 | $35K |
| Gould Capital, LLC | 0.02% | No change | 304 | $34K |
| Aspire Private Capital, LLC | 0.01% | No change | 299 | $34K |
| Wintrust Investments LLC | 0.02% | Reduce -88.3% | 298 | $33K |
| Friedenthal Financial | 0.02% | No change | 277 | $31K |
| United Community Bank | 0.01% | Reduce -99.0% | 277 | $31K |
| Montag A & Associates Inc. | 0.00% | No change | 275 | $31K |
| Godsey & Gibb, Inc. | 0.00% | No change | 271 | $31K |
| Pacific Center for Financial Services | 0.01% | No change | 265 | $30K |
| Wagner Wealth Management, LLC | 0.01% | Add +398.1% | 264 | $30K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 263 | $30K |
| Atwood & Palmer Inc. | 0.00% | New | 257 | $29K |
| Oarsman Capital, Inc. | 0.01% | New | 256 | $29K |
| SWAN Capital LLC | 0.01% | New | 251 | $28K |
| Bogart Wealth, LLC | 0.00% | Add +22.2% | 248 | $28K |
| TD Capital Management LLC | 0.00% | No change | 240 | $27K |
| Investors Research Corp | 0.01% | No change | 238 | $27K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 230 | $26K |
| Bangor Savings Bank | 0.00% | No change | 225 | $25K |
| Matrix Trust Co | 0.00% | No change | 223 | $25K |
| Silicon Valley Capital Partners | 0.00% | Add +0.9% | 219 | $25K |
| Anchor Investment Management, LLC | 0.00% | No change | 216 | $24K |
| Pittenger & Anderson Inc. | 0.00% | No change | 210 | $24K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 207 | $23K |
| Picton Mahoney Asset Management | 0.00% | No change | 200 | $23K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -51.1% | 208 | $23K |
| Citizens National Bank Trust Department | 0.00% | No change | 200 | $23K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 197 | $22K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -16.7% | 195 | $22K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 188 | $21K |
| PSI Advisors, LLC | 0.01% | Reduce -33.5% | 185 | $21K |
| Wolff Wiese Magana LLC | 0.01% | No change | 184 | $21K |
| Darwin Wealth Management, LLC | 0.01% | New | 172 | $19K |
| Community Bank, N.A. | 0.00% | Reduce -30.6% | 170 | $19K |
| Pflug Koory, LLC | 0.00% | — | 164 | $19K |
| Operose Advisors LLC | 0.01% | Add +1.2% | 163 | $18K |
| SRH Advisors, LLC | 0.01% | No change | 160 | $18K |
| Kennebec Savings Bank | 0.02% | — | 156 | $18K |
| Transcendent Capital Group LLC | 0.01% | No change | 155 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -39.1% | 151 | $17K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 150 | $17K |
| Eagle Bay Advisors LLC | 0.01% | Add +16.3% | 150 | $17K |
| Ballast Advisors LLC | 0.00% | No change | 134 | $15K |
| Financial Gravity Companies, Inc. | 0.00% | — | 134 | $15K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +0.8% | 129 | $15K |
| Global Financial Private Client, LLC | 0.01% | No change | 129 | $15K |
| Wells Financial Advisors INC | 0.02% | New | 122 | $14K |
| 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 |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +66.7% | 115 | $13K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 119 | $13K |
| Realta Investment Advisors | 0.01% | Reduce -62.2% | 115 | $13K |
| Thompson Investment Management, Inc. | 0.00% | No change | 110 | $12K |
| Piscataqua Savings Bank | 0.01% | No change | 110 | $12K |
| Tradewinds Capital Management, LLC | 0.00% | New | 102 | $12K |
| New Potomac Partners, LLC | 0.01% | New | 100 | $11K |
| Legacy Investment Solutions, LLC | 0.01% | — | 92 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | — | 92 | $10K |
| JCIC Asset Management Inc. | 0.00% | No change | 85 | $10K |
| Itau Unibanco Holding S.A. | 0.00% | No change | 75 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 71 | $8K |
| Abich Financial Wealth Management LLC | 0.02% | Reduce -88.6% | 69 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 69 | $8K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -66.5% | 67 | $8K |
| Breakwater Investment Management | 0.00% | No change | 66 | $7K |
| Bank & Trust Co | 0.01% | No change | 65 | $7K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -50.4% | 60 | $7K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -69.6% | 52 | $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% | No change | 45 | $5K |
| Morling Financial Advisors, LLC | 0.00% | New | 42 | $5K |
| WASHINGTON TRUST Co | 0.00% | No change | 42 | $5K |
| Peterson Financial Group, Inc. | 0.02% | New | 41 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 39 | $4K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 37 | $4K |
| M&R Capital Management Inc. | 0.00% | No change | 35 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | New | 34 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 30 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | Reduce -65.4% | 27 | $3K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 27 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +14.3% | 24 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | Reduce -89.7% | 23 | $3K |
| Balentine LLC | 0.00% | New | 23 | $3K |
| VitalStone Financial, LLC | 0.00% | No change | 22 | $2K |
| First United Bank & Trust | 0.00% | No change | 20 | $2K |
| Hobbs Group Advisors, LLC | 0.00% | New | 20 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 22 | $2K |
| MGB Wealth Management, LLC | 0.00% | No change | 17 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -99.2% | 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% | No change | 15 | $2K |
| St Germain D J Co. Inc. | 0.00% | New | 14 | $2K |
| Clear Point Advisors Inc. | 0.00% | No change | 14 | $2K |
| Aspire Wealth Management Corp | 0.00% | Reduce -99.9% | 13 | $1K |
| Truvestments Capital LLC | 0.00% | New | 11 | $1K |
| Cohen & Steers, Inc. | 0.00% | New | 13 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -96.5% | 4 | $452 |
| Kozak & Associates, Inc. | 0.00% | New | 4 | $448 |
| MTM Investment Management, LLC | 0.00% | No change | 4 | $446 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 3 | $345 |
| Macroview Investment Management LLC | 0.00% | No change | 1 | $119 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -80.0% | 1 | $69 |
| Archer Investment Corp | 0.00% | Reduce -100.0% | 1 | $66 |
"% 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.