Ishr Ibx Usd Invgd CB ETF-UiLQDETF
13F holders, Q1 2025 (March 31)1,036holders −49
68new positions
106sold out
8famous investors
$108.58avg. 13F price*
At the end of Q1 2025, 1,036 institutions reported holding Ishr Ibx Usd Invgd CB ETF-Ui (LQD) in their 13F filings, down 49 from Q4 2024. 68 opened new positions and 106 sold out. The largest holders were Meiji Yasuda Life Insurance Co ($2.1B), Bank of America Corp. ($2.0B) and BlackRock, Inc. ($1.6B). 8 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), David E. Shaw (0.2% 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 (Q1 2025)
- CUSIP
- 464287242
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $966.6M |
| Exits | 106 | $889.4M |
All 13F filers, Q4 2024 → Q1 2025: 41,775,428 shares bought and 25,439,304 shares sold, net +16,336,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,036 holders
| Meiji Yasuda Life Insurance Co | 41.50% | No change | 19,120,368 | $2.1B |
| Bank of America Corp. | 0.18% | Add +9.0% | 18,473,457 | $2.0B |
| BlackRock, Inc. | 0.03% | Add +6.3% | 14,684,535 | $1.6B |
| Japan Science & Technology Agency | 23.08% | No change | 13,806,450 | $1.5B |
| Financial Engines Advisors L.L.C. | 2.49% | Reduce -0.6% | 10,673,053 | $1.2B |
| Wealthfront Advisers LLC | 2.84% | Add +17.7% | 9,739,318 | $1.1B |
| Morgan Stanley | 0.07% | Add +4.1% | 9,596,229 | $1.0B |
| Allianz Investment Management U.S. LLC | 51.14% | No change | 8,715,455 | $926.7M |
| NYL Investors LLC | 54.86% | Add +442.2% | 7,794,361 | $847.2M |
| Goldman Sachs Group Inc. | 0.16% | Add +3361.2% | 7,765,613 | $844.0M |
| Ameriprise Financial Inc. | 0.20% | Add +51.7% | 6,859,875 | $744.6M |
| Nuveen, LLC | 0.21% | — | 6,472,157 | $703.5M |
| Sona Asset Management (us) LLC | 52.13% | New | 6,042,278 | $656.7M |
| Envestnet Asset Management Inc. | 0.16% | Add +4.9% | 4,619,666 | $502.1M |
| UBS Group AG | 0.11% | Add +7.0% | 4,592,413 | $499.1M |
| Wells Fargo & Company | 0.11% | Reduce -30.1% | 4,195,563 | $456.0M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 3.94% | No change | 4,040,400 | $439.2M |
| Northwestern Mutual Investment Management Company, LLC | 5.94% | Add +31.4% | 3,443,100 | $374.2M |
| LPL Financial LLC | 0.14% | Add +10.1% | 3,414,796 | $371.2M |
| FMR LLC | 0.02% | Add +200.7% | 3,408,821 | $370.5M |
| Fisher Asset Management | 0.15% | Reduce -6.8% | 3,264,251 | $354.8M |
| Northern Trust Corp. | 0.05% | Reduce -5.3% | 3,117,878 | $338.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.27% | Add +2.2% | 2,729,805 | $296.7M |
| Empower Annuity Insurance Co | 100.00% | No change | 2,456,850 | $267.0M |
| State of Michigan Retirement System | 1.36% | No change | 2,172,400 | $236.1M |
| Assetmark, Inc. | 0.61% | Reduce -6.0% | 2,040,030 | $221.7M |
| Migdal Insurance & Financial Holdings Ltd. | 3.00% | No change | 1,965,000 | $213.6M |
| Schroder Investment Management Group | 0.19% | Add +1.2% | 1,689,304 | $183.3M |
| Prudential Financial Inc. | 0.26% | Reduce -43.6% | 1,682,957 | $182.9M |
| Mutual of America Capital Management LLC | 1.98% | No change | 1,578,140 | $171.5M |
| Members Trust Co | 5.86% | Add +17.6% | 1,546,708 | $168.1M |
| Money Design Co.,Ltd. | 7.96% | Reduce -0.1% | 1,469,401 | $159.7M |
| Royal Bank of Canada | 0.04% | Reduce -2.6% | 1,468,454 | $159.6M |
| D. E. Shaw & Co. | 0.19% | Add +9463.1% | 1,381,100 | $150.1M |
| Bank of New York Mellon Corp | 0.03% | Add +469.8% | 1,290,878 | $140.3M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -4.4% | 1,245,745 | $135.4M |
| Stifel Financial Corp. | 0.12% | Add +2.6% | 1,074,544 | $116.8M |
| Bridgewater Associates | 0.52% | Add +3.0% | 1,024,100 | $111.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.45% | Add +31.8% | 1,013,521 | $110.1M |
| JPMorgan Chase & Co. | 0.01% | Add +3.9% | 1,012,801 | $110.1M |
| APG Asset Management US Inc. | 0.84% | New | 1,005,000 | $109.2M |
| Raymond James Financial Inc. | 0.04% | Add +4.6% | 976,933 | $106.2M |
| Barclays PLC | 0.05% | Reduce -14.2% | 965,118 | $104.9M |
| MetLife Investment Management, LLC | 0.56% | Add +2442.0% | 953,260 | $103.6M |
| Jane Street Group, LLC | 0.17% | Reduce -76.1% | 877,800 | $95.4M |
| MML Investors Services, LLC | 0.31% | Add +2.8% | 844,529 | $91.8M |
| Cetera Investment Advisers | 0.17% | Add +21.6% | 828,499 | $90.0M |
| Principal Financial Group Inc. | 0.05% | Add +1.4% | 820,000 | $89.1M |
| Allspring Global Investments Holdings, LLC | 0.15% | Add +13.3% | 797,588 | $86.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +4.3% | 788,865 | $85.7M |
| Valmark Advisers, Inc. | 1.29% | Add +6.1% | 787,400 | $85.6M |
| Marshall Wace, LLP | 0.11% | Reduce -1.0% | 772,600 | $84.0M |
| Sumitomo Mitsui Financial Group, Inc. | 1.49% | Reduce -56.5% | 747,022 | $81.2M |
| Man Group plc | 0.25% | Add +563.7% | 737,309 | $80.1M |
| Neuberger Berman Group LLC | 0.06% | Add +22.2% | 677,484 | $73.6M |
| iA Global Asset Management Inc. | 1.24% | Add +8.2% | 661,200 | $71.9M |
| Country Trust Bank | 1.81% | Reduce -3.3% | 660,323 | $71.8M |
| GDS Wealth Management | 6.10% | Add +10.4% | 658,274 | $71.5M |
| Citigroup Inc. | 0.05% | Add +28.6% | 611,786 | $66.5M |
| Prudential PLC | 0.32% | Reduce -42.6% | 583,692 | $63.4M |
| State of New Jersey Common Pension Fund D | 0.25% | No change | 510,991 | $55.5M |
| Readystate Asset Management LP | 4.77% | New | 481,300 | $52.3M |
| Creative Planning | 0.05% | Add +0.4% | 470,449 | $51.1M |
| TruWealth Advisors, LLC | 2.92% | Add +3.0% | 445,208 | $48.4M |
| Panagora Asset Management Inc. | 0.24% | Reduce -44.0% | 439,849 | $47.8M |
| Atria Investments, Inc | 0.61% | Reduce -0.2% | 437,560 | $47.6M |
| Osaic Holdings, Inc. | 0.11% | Reduce -15.9% | 434,506 | $47.3M |
| Gallagher Fiduciary Advisors, LLC | 1.51% | Add +5.3% | 421,576 | $45.8M |
| Walleye Capital LLC | 0.54% | Reduce -27.3% | 400,000 | $43.5M |
| Janus Henderson Group PLC | 0.02% | Add +47.0% | 386,068 | $41.9M |
| Envestnet Portfolio Solutions, Inc. | 0.16% | Reduce -17.9% | 375,799 | $40.8M |
| Truist Financial Corp. | 0.06% | Add +15.7% | 365,984 | $39.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.09% | No change | 350,825 | $38.1M |
| Focus Partners Wealth | 0.09% | Add +1.6% | 340,978 | $37.1M |
| O'shaughnessy Asset Management, LLC | 0.29% | Reduce -0.8% | 334,258 | $36.3M |
| BNP Paribas Financial Markets | 0.03% | Reduce -13.9% | 332,485 | $36.1M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -4.6% | 319,799 | $34.8M |
| Sigma Planning Corp | 1.10% | Add +3.6% | 317,716 | $34.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.45% | New | 317,050 | $34.5M |
| HighTower Advisors, LLC | 0.05% | Add +7.3% | 308,779 | $33.6M |
| USA Financial Formulas | 5.53% | Reduce -22.5% | 308,139 | $33.5M |
| Toronto Dominion Bank | 0.08% | Add +200.0% | 300,000 | $32.6M |
| Stratos Investment Management, LLC | 1.72% | Add +5.3% | 297,090 | $32.3M |
| HSBC Holdings PLC | 0.02% | Reduce -52.5% | 296,840 | $32.2M |
| TD Asset Management Inc | 0.03% | Add +615.7% | 284,823 | $31.0M |
| Ritholtz Wealth Management | 0.87% | Add +4.5% | 266,527 | $29.0M |
| Arax Advisory Partners | 1.84% | Add +7.8% | 263,987 | $28.7M |
| DDFG, Inc | 7.84% | Add +43.3% | 260,318 | $28.3M |
| Petrus Trust Company, LTA | 2.56% | No change | 252,374 | $27.4M |
| Spahn Wealth & Retirement LLC | 19.94% | Reduce -0.1% | 249,974 | $27.2M |
| Constellation Investments, Inc. | 1.29% | No change | 249,317 | $27.1M |
| Cheviot Value Management, LLC | 3.20% | New | 243,593 | $26.0M |
| Keybank National Association | 0.10% | Reduce -4.3% | 238,919 | $26.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +1.4% | 238,234 | $25.9M |
| Joule Financial, LLC | 9.06% | Add +3.5% | 237,617 | $25.8M |
| Westshore Wealth, LLC | 10.82% | Add +6.8% | 234,535 | $25.5M |
| BNP Paribas | 1.04% | Reduce -86.2% | 229,818 | $25.0M |
| Kingsview Wealth Management, LLC | 0.47% | Add +8.6% | 229,376 | $24.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.25% | Reduce -4.3% | 226,208 | $24.6M |
| Wela Strategies, Inc. | 10.08% | Add +2.0% | 219,642 | $23.9M |
| Conning Inc. | 0.87% | No change | 217,697 | $23.7M |
| CIBC Private Wealth Group LLC | 0.05% | Add +18.1% | 224,639 | $23.7M |
| Equitable Holdings, Inc. | 0.22% | Add +14.0% | 213,977 | $23.3M |
| Mackenzie Financial Corp. | 0.03% | Reduce -0.8% | 213,100 | $23.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Reduce -24.3% | 209,435 | $22.8M |
| Regal Investment Advisors LLC | 1.81% | Reduce -0.1% | 206,168 | $22.4M |
| Alley Investment Management Company, LLC | 2.79% | Add +2.9% | 204,320 | $22.2M |
| Scotia Capital Inc. | 0.12% | Add +0.5% | 204,121 | $22.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -0.4% | 200,353 | $21.8M |
| TD Private Client Wealth LLC | 0.59% | Add +7.0% | 197,568 | $21.5M |
| Y.D. More Investments Ltd | 1.84% | Add +830.1% | 193,276 | $21.0M |
| Hilltop Holdings Inc. | 1.28% | Add +2.2% | 187,124 | $20.3M |
| IHT Wealth Management, LLC | 0.63% | Add +14.5% | 186,771 | $20.3M |
| Payden & Rygel | 1.73% | Add +211.1% | 185,127 | $20.1M |
| Baird Financial Group, Inc. | 0.04% | Add +32.7% | 179,814 | $19.5M |
| Alpha Cubed Investments, LLC | 0.86% | Add +3.4% | 178,191 | $19.4M |
| CI Investments Inc. | 0.08% | Add +1.0% | 175,084 | $19.0M |
| Daiichi Life Insurance Co., Ltd. | 0.55% | Reduce -8.4% | 174,000 | $18.9M |
| Strong Tower Advisory Services | 4.63% | Add +202.5% | 176,448 | $18.8M |
| Canal Capital Management, LLC | 3.15% | Add +19.2% | 173,026 | $18.8M |
| Summit Financial Consulting LLC | 17.05% | — | 169,110 | $18.4M |
| Lifeworks Advisors, LLC | 3.03% | Add +21.8% | 167,921 | $18.3M |
| Allstate Corp. | 0.53% | No change | 166,965 | $18.1M |
| Rockefeller Capital Management L.P. | 0.04% | Add +35.3% | 166,005 | $18.0M |
| Betterment LLC | 0.04% | Add +5.3% | 163,182 | $17.7M |
| Willis Johnson & Associates, Inc. | 1.32% | Add +3.2% | 160,803 | $17.5M |
| Bank of Montreal | 0.01% | Add +10.4% | 159,729 | $17.4M |
| Vision Capital Management, Inc. | 2.47% | Add +7.3% | 157,950 | $17.2M |
| Mechanics Bank Trust Department | 2.29% | Add +0.7% | 154,275 | $16.8M |
| Zacks Investment Management | 0.16% | Add +10.8% | 153,595 | $16.7M |
| Corient Private Wealth LP | 0.03% | Add +100.5% | 153,570 | $16.7M |
| Sanctuary Advisors, LLC | 0.12% | Add +0.5% | 151,834 | $16.5M |
| Clark Capital Management Group, Inc. | 0.12% | Add +4.9% | 149,513 | $16.3M |
| Ssi Investment Management LLC | 6.55% | Reduce -2.6% | 149,048 | $16.2M |
| Curran Financial Partners, LLC | 3.88% | Add +62.0% | 145,595 | $15.8M |
| Macquarie Group Ltd. | 0.02% | Reduce -3.8% | 144,902 | $15.7M |
| Edmond DE Rothschild Holding S.A. | 0.27% | Reduce -50.2% | 141,699 | $15.4M |
| MAI Capital Management | 0.12% | Add +3.6% | 140,492 | $15.3M |
| Strategic Investment Advisors / MI | 1.61% | Add +2.9% | 140,061 | $15.2M |
| Passaic Partners LLC | 2.21% | Reduce -56.7% | 134,275 | $14.6M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -66.0% | 133,193 | $14.5M |
| Iron Horse Wealth Management, LLC | 4.63% | Reduce -34.5% | 132,772 | $14.4M |
| 5th Street Advisors, LLC | 6.88% | Reduce -4.2% | 131,334 | $14.3M |
| HMS Capital Management, LLC | 7.88% | Add +23.0% | 133,157 | $14.2M |
| Towercrest Capital Management | 2.69% | Reduce -5.2% | 130,026 | $14.1M |
| Northcape Wealth Management, LLC | 4.55% | Add +0.5% | 129,604 | $14.1M |
| Hudson Capital Management LLC | 4.44% | Add +2.5% | 129,406 | $14.1M |
| Atria Wealth Solutions, Inc. | 0.17% | Reduce -31.3% | 128,812 | $14.0M |
| Oppenheimer & Co. Inc. | 0.21% | Add +8.1% | 127,948 | $13.9M |
| 1607 Capital Partners, LLC | 1.12% | Add +6.2% | 127,800 | $13.9M |
| Corebridge Financial, Inc. | 0.08% | No change | 126,800 | $13.8M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -11.3% | 125,313 | $13.6M |
| CNO Financial Group, Inc. | 11.36% | — | 125,000 | $13.6M |
| Providence First Trust Co | 5.50% | Reduce -3.8% | 124,844 | $13.6M |
| State Street Corp. | 0.00% | Reduce -9.1% | 124,465 | $13.5M |
| Legal & General Group Plc | 0.00% | Add +1.9% | 123,216 | $13.4M |
| Cresta Advisors, Ltd. | 6.90% | Reduce -7.3% | 122,548 | $13.3M |
| Fifth Third Bancorp | 0.05% | Reduce -5.6% | 122,353 | $13.3M |
| Insight Wealth Partners, LLC | 7.95% | Add +7.7% | 121,581 | $13.2M |
| Asset Management One Co., Ltd. | 0.05% | Add +58.8% | 121,080 | $13.2M |
| Townsquare Capital LLC | 0.14% | Add +92.0% | 119,412 | $13.0M |
| CHB Investment Group, LLC | 6.84% | Add +1.0% | 118,309 | $12.9M |
| MTC Wealth Management LLC | 6.31% | Add +34.0% | 118,135 | $12.8M |
| Guggenheim Capital LLC | 0.12% | Reduce -9.8% | 117,977 | $12.8M |
| Fsa Wealth Partners, Inc. | 4.84% | New | 117,752 | $12.8M |
| Daiwa Securities Group Inc. | 0.05% | Add +0.6% | 117,513 | $12.8M |
| Dai-ichi Life Holdings, Inc. | 14.13% | Add +4.3% | 116,124 | $12.6M |
| Lakeridge Wealth Management LLC | 6.14% | Add +6.0% | 113,025 | $12.3M |
| Barings LLC | 0.31% | No change | 110,627 | $12.0M |
| Foguth Wealth Management, LLC. | 2.91% | Add +128.9% | 110,215 | $12.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Add +86.6% | 109,662 | $11.9M |
| Independence Financial Advisors, LLC | 4.51% | — | 109,242 | $11.9M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +7.0% | 108,241 | $11.8M |
| Wealthstar Advisors, LLC | 5.37% | Reduce -50.5% | 107,842 | $11.7M |
| Trajan Wealth LLC | 0.63% | Add +10.7% | 106,848 | $11.6M |
| Signal Advisors Wealth, LLC | 1.13% | Add +52.9% | 106,592 | $11.6M |
| TD Waterhouse Canada Inc. | 0.09% | Add +6.1% | 104,640 | $11.4M |
| Allianz Asset Management GmbH | 0.02% | Reduce -30.1% | 104,374 | $11.3M |
| IFG Advisory, LLC | 0.62% | Reduce -0.9% | 102,910 | $11.2M |
| Fulton Breakefield Broenniman LLC | 0.79% | Reduce -2.6% | 100,505 | $10.9M |
| Mufg Securities Americas Inc. | 1.26% | No change | 100,000 | $10.9M |
| Point72 Asset Management | 0.03% | New | 100,000 | $10.9M |
| Synovus Financial Corp. | 0.14% | Reduce -3.7% | 99,988 | $10.9M |
| LPWM LLC | 3.50% | Add +2.5% | 99,884 | $10.9M |
| Gotham Asset Management | 0.09% | Add +5.0% | 98,630 | $10.7M |
| Genus Capital Management Inc. | 1.54% | — | 97,637 | $10.6M |
| Winthrop Capital Management, LLC | 2.92% | Add +4.4% | 97,539 | $10.6M |
| Nomura Asset Management Co. Ltd. | 0.03% | Add +359.8% | 95,335 | $10.4M |
| Shelter Mutual Insurance Co | 2.49% | No change | 95,196 | $10.3M |
| Twele Capital Management, Inc. | 2.19% | Reduce 0.0% | 94,860 | $10.3M |
| Avantax Advisory Services, Inc. | 0.06% | Add +19.9% | 93,625 | $10.2M |
| Topel & Distasi Wealth Management, LLC | 4.70% | Reduce -5.1% | 92,533 | $10.1M |
| Net Worth Advisory Group | 3.13% | Add +0.5% | 91,622 | $10.0M |
| M&T Bank Corp | 0.04% | Add +0.6% | 89,346 | $9.7M |
| Jones Road Capital Management, L.P. | 11.47% | Reduce -7.8% | 87,700 | $9.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.62% | No change | 87,700 | $9.5M |
| Wesbanco Bank Inc. | 0.33% | Reduce -4.6% | 87,315 | $9.5M |
| Captrust Financial Advisors | 0.02% | Reduce -4.2% | 86,645 | $9.4M |
| Leo Wealth, LLC | 1.34% | Reduce -47.2% | 85,577 | $9.3M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -36.9% | 84,420 | $9.2M |
| GWN Securities Inc. | 0.51% | Add +528.6% | 85,452 | $9.1M |
| Donaldson Capital Management, LLC | 0.34% | Add +0.5% | 83,307 | $9.1M |
| Provida Pension Fund Administrator | 0.18% | No change | 81,800 | $8.9M |
| Anfield Capital Management, LLC | 3.19% | Add +6.6% | 79,432 | $8.6M |
| Easterly Investment Partners LLC | 0.71% | No change | 78,690 | $8.6M |
| Stephens Inc. | 0.13% | Add +2.5% | 78,506 | $8.5M |
| Rovin Capital /Ut/ | 2.69% | Add +257.6% | 77,002 | $8.4M |
| Heartwood Wealth Advisors LLC | 0.95% | Add +8.5% | 76,814 | $8.3M |
| Mariner, LLC | 0.01% | Reduce -3.6% | 75,174 | $8.2M |
| Deutsche Bank AG | 0.00% | Reduce -90.1% | 74,831 | $8.1M |
| Integrated Advisors Network LLC | 0.41% | Add +8.7% | 74,792 | $8.1M |
| Tudor Investment Corporation | 0.07% | No change | 73,062 | $7.9M |
| National Mutual Funds Management Ltd. | 100.00% | Reduce -8.5% | 72,751 | $7.9M |
| Invictus Private Wealth, LLC | 0.62% | Reduce -6.4% | 72,319 | $7.9M |
| Kohlberg Kravis Roberts & Co. L.P. | 0.20% | New | 72,232 | $7.9M |
| WBH Advisory Inc. | 0.73% | Reduce -1.0% | 72,113 | $7.8M |
| Axos Invest Inc. | 6.04% | Reduce -6.0% | 71,740 | $7.8M |
| Castleark Management LLC | 0.27% | No change | 71,170 | $7.7M |
| Aptus Capital Advisors, LLC | 0.09% | Add +27.3% | 70,915 | $7.7M |
| Wayfinding Financial, LLC | 3.37% | Add +1.9% | 70,831 | $7.7M |
| Comerica Bank | 0.03% | Reduce -5.1% | 69,986 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 69,587 | $7.6M |
| Mutual Advisors, LLC | 0.22% | Reduce -7.3% | 69,794 | $7.5M |
| Rothschild Wealth LLC | 2.10% | Add +16.8% | 68,960 | $7.5M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +0.8% | 68,686 | $7.5M |
| EFG Asset Management (Americas) Corp. | 1.50% | Add +8.2% | 68,218 | $7.4M |
| Perigon Wealth Management, LLC | 0.19% | Reduce -3.8% | 68,120 | $7.4M |
| Summit Financial, LLC | 0.21% | Add +7.4% | 68,115 | $7.4M |
| Private Advisor Group, LLC | 0.04% | Reduce -12.7% | 67,966 | $7.4M |
| First Foundation Advisors | 0.30% | Reduce -79.6% | 67,348 | $7.3M |
| Central Pacific Bank - Trust Division | 1.05% | Reduce -1.0% | 66,645 | $7.2M |
| Jmac Enterprises LLC | 1.69% | Reduce -0.6% | 65,591 | $7.1M |
| NorthCoast Asset Management LLC | 0.04% | Add +62.9% | 65,524 | $7.1M |
| Insight Wealth Strategies, LLC | 0.96% | Reduce -75.2% | 65,429 | $7.1M |
| Midwest Financial Group LLC | 4.11% | Add +20.5% | 65,149 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -44.7% | 64,756 | $7.0M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -2.3% | 64,276 | $7.0M |
| Fairvoy Private Wealth, LLC | 1.92% | Add +27.9% | 64,158 | $7.0M |
| Fiduciary Financial Group, LLC | 1.51% | Add +16.8% | 65,947 | $6.9M |
| Principal Securities, Inc. | 0.15% | Add +0.3% | 64,772 | $6.9M |
| First American Trust, FSB | 0.63% | Reduce -3.7% | 62,619 | $6.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -7.4% | 62,414 | $6.8M |
| Headlands Technologies LLC | 0.77% | Add +200.9% | 62,086 | $6.7M |
| Chesapeake Wealth Management | 2.39% | Add +2.6% | 61,669 | $6.7M |
| Eq LLC | 3.11% | Add +344.8% | 61,288 | $6.7M |
| Vontobel Holding Ltd. | 0.02% | Reduce -1.0% | 60,922 | $6.6M |
| Nvwm, LLC | 1.76% | Add +4.3% | 60,827 | $6.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -73.7% | 60,283 | $6.6M |
| Welch & Forbes LLC | 0.09% | Reduce -2.2% | 60,270 | $6.6M |
| Balefire, LLC | 2.24% | Reduce -0.7% | 60,237 | $6.5M |
| Bulltick Wealth Management, LLC | 1.74% | Reduce -24.9% | 60,188 | $6.5M |
| Aozora Bank, LTD. | 6.82% | No change | 60,000 | $6.5M |
| Providence Capital Advisors, LLC | 1.33% | Add +0.3% | 59,058 | $6.4M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -4.6% | 58,859 | $6.4M |
| Police & Firemen's Retirement System of New Jersey | 0.06% | New | 58,100 | $6.3M |
| Edgestream Partners, L.P. | 0.21% | New | 58,062 | $6.3M |
| Modus Advisors, LLC | 2.04% | Reduce -1.3% | 57,464 | $6.2M |
| US Bancorp \de | 0.01% | Reduce -80.2% | 57,195 | $6.2M |
| First Trust Advisors LP | 0.01% | Add +9.3% | 57,105 | $6.2M |
| SevenBridge Financial Group, LLC | 1.22% | Reduce -33.3% | 58,016 | $6.2M |
| Idaho Trust Co | 2.51% | Add +2.2% | 56,626 | $6.2M |
| Alliance Wealth Management Group | 1.65% | Add +17.4% | 56,449 | $6.1M |
| Evelyn Partners Investment Management (Europe) Ltd | 2.28% | Reduce -1.3% | 56,067 | $6.1M |
| Pinnacle Financial Partners Inc | 0.12% | Reduce -2.5% | 56,285 | $6.0M |
| Vestmark Advisory Solutions, Inc. | 0.16% | Reduce -6.8% | 55,619 | $6.0M |
| Flputnam Investment Management Co. | 0.11% | Add +11.9% | 52,873 | $5.7M |
| NewEdge Wealth, LLC | 0.10% | Add +38.3% | 52,751 | $5.7M |
| Plan Group Financial, LLC | 2.00% | Add +11.5% | 51,645 | $5.6M |
| Capital Investment Advisors, LLC | 0.11% | Add +0.8% | 51,585 | $5.6M |
| Keystone Global Partners, LLC | 3.89% | — | 51,078 | $5.6M |
| Sax Wealth Advisors, LLC | 0.39% | Add +7.5% | 50,129 | $5.4M |
| Compound Planning, Inc. | 0.25% | Reduce -18.8% | 50,127 | $5.4M |
| GTS Securities LLC | 0.23% | New | 49,289 | $5.4M |
| Rochester Wealth Strategies, LLC | 4.15% | — | 48,099 | $5.2M |
| Fairview Capital Investment Management, LLC | 0.27% | Add +3.0% | 47,337 | $5.1M |
| Madrid Financial Services | 3.74% | Reduce -10.6% | 47,244 | $5.1M |
| Bar Harbor Wealth Management | 0.34% | Add +0.3% | 46,707 | $5.1M |
| Millennium Management | 0.01% | Reduce -57.0% | 46,652 | $5.1M |
| Turn8 Private Wealth Inc. | 3.94% | Add +14.0% | 46,299 | $5.0M |
| Red Wave Investments LLC | 1.80% | Reduce -3.6% | 46,112 | $5.0M |
| Fifth Third Securities, Inc. | 0.42% | Reduce -7.3% | 46,099 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +62.5% | 45,395 | $4.9M |
| HRT Financial LP | 0.03% | Reduce -82.1% | 43,548 | $4.7M |
| Freedom Investment Management, Inc. | 0.39% | Reduce -3.1% | 43,267 | $4.7M |
| Tower Research Capital LLC (TRC) | 0.14% | Add +8795.9% | 42,967 | $4.7M |
| Pines Wealth Management, LLC | 2.12% | Add +9.3% | 43,610 | $4.6M |
| Burns J W & Co. Inc. | 0.59% | Add +14.6% | 42,123 | $4.6M |
| Ball & Co Wealth Management Inc. | 4.86% | New | 41,739 | $4.5M |
| Graypoint LLC | 0.28% | Reduce -6.5% | 41,215 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +39.4% | 39,654 | $4.3M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +1418.3% | 39,551 | $4.3M |
| Full Sail Capital, LLC | 0.28% | Add +5.8% | 39,443 | $4.3M |
| CoreCap Advisors, LLC | 0.19% | Reduce -10.9% | 39,205 | $4.3M |
| Camden National Bank | 0.63% | Add +14.1% | 39,142 | $4.3M |
| PKS Advisory Services, LLC | 1.16% | Add +0.1% | 39,180 | $4.3M |
| James Investment Research, Inc. | 0.54% | Add +5.6% | 38,961 | $4.2M |
| Cornerstone Management, Inc. | 0.79% | Add +1.7% | 38,820 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +26.4% | 38,673 | $4.2M |
| Ssa Swiss Advisors AG | 2.13% | — | 38,289 | $4.2M |
| Ameritas Investment Partners, Inc. | 0.14% | Reduce -23.9% | 38,102 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -32.5% | 37,850 | $4.1M |
| MFG Wealth Management, Inc. | 3.92% | Add +0.1% | 37,759 | $4.1M |
| Roberts Financial Services LLC | 0.80% | Reduce -1.5% | 37,716 | $4.1M |
| Founders Financial Securities LLC | 0.35% | Add +15.8% | 37,722 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -6.5% | 37,290 | $4.1M |
| Crabel Capital Management, LLC | 4.37% | Add +145.9% | 37,208 | $4.0M |
| Evolution Wealth Advisors, LLC | 0.67% | Reduce -2.0% | 37,060 | $4.0M |
| SBI Securities Co., Ltd. | 0.13% | Add +8.3% | 36,631 | $4.0M |
| Herold Advisors, Inc. | 0.86% | Add +9.0% | 35,946 | $3.9M |
| AAFMAA Wealth Management & Trust LLC | 1.77% | Reduce -65.6% | 35,857 | $3.9M |
| MIdWestOne Financial Group, Inc. | 0.55% | Add +32.4% | 35,588 | $3.9M |
| AMG National Trust Bank | 0.11% | Reduce -0.9% | 34,704 | $3.8M |
| Sowell Financial Services LLC | 0.17% | Add +1.8% | 34,655 | $3.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -46.0% | 34,616 | $3.8M |
| Bishop & Co Investment Management, LLC | 1.45% | Reduce -1.7% | 34,578 | $3.8M |
| Meeder Advisory Services, Inc. | 0.22% | Add +3.8% | 34,199 | $3.7M |
| Advisory Services Network, LLC | 0.07% | Add +2.7% | 33,949 | $3.7M |
| Lanark Financial, Inc. | 0.31% | — | 33,852 | $3.7M |
| Independent Solutions Wealth Management, LLC | 0.82% | Add +1.1% | 33,742 | $3.7M |
| Joseph P. Lucia & Associates, LLC | 1.67% | Add +1.9% | 33,642 | $3.7M |
| Heritage Wealth Management, Inc. | 3.10% | Reduce -3.2% | 33,369 | $3.6M |
| Capital Analysts, LLC | 0.13% | Reduce -89.9% | 33,023 | $3.6M |
| Westwood Holdings Group Inc. | 0.03% | Add +20.6% | 32,304 | $3.5M |
| BTG Pactual Asset Management US LLC | 0.45% | Reduce -65.6% | 32,174 | $3.5M |
| Lionsbridge Wealth Management LLC | 3.08% | Reduce -8.6% | 31,887 | $3.5M |
| Wolverine Trading, LLC | 0.11% | New | 31,675 | $3.4M |
| Cwm, LLC | 0.01% | Reduce -5.0% | 31,564 | $3.4M |
| Mokosak Advisory Group, LLC | 1.03% | Add +5.4% | 30,642 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -97.1% | 30,279 | $3.3M |
| Syntax Research, Inc. | 2.27% | Add +19.3% | 30,260 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -29.0% | 30,161 | $3.3M |
| Level Four Advisory Services, LLC | 0.13% | Add +69.2% | 30,027 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.7% | 30,024 | $3.3M |
| Capstone Investment Advisors, LLC | 0.04% | Reduce -76.3% | 29,601 | $3.2M |
| Spectrum Strategic Capital Management, LLC | 2.02% | Add +2.4% | 29,585 | $3.2M |
| Invst, LLC | 0.44% | Add +0.6% | 29,364 | $3.2M |
| TT Capital Management LLC | 2.68% | Add +25.1% | 29,330 | $3.2M |
| Frank, Rimerman Advisors LLC | 0.25% | No change | 29,313 | $3.2M |
| Wescott Financial Advisory Group, LLC | 0.33% | Add +10.7% | 29,257 | $3.2M |
| Anchor Capital Advisors LLC | 0.09% | Reduce -6.7% | 29,246 | $3.2M |
| Farrell Financial LLC | 2.29% | Reduce -8.1% | 28,940 | $3.1M |
| Corepath Wealth Partners LLC | 2.92% | Add +10.4% | 28,947 | $3.1M |
| CV Advisors LLC | 1.08% | Reduce -1.3% | 28,175 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.1% | 28,165 | $3.1M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +0.1% | 28,165 | $3.1M |
| Mma Asset Management LLC | 1.28% | Add +7.8% | 27,983 | $3.0M |
| Commerce Bank | 0.02% | Reduce -6.5% | 27,759 | $3.0M |
| Eukles Asset Management | 1.32% | Add +1.2% | 27,724 | $3.0M |
| Horizon Investments, LLC | 0.09% | Reduce -7.1% | 27,821 | $3.0M |
| Wooster Corthell Wealth Management, Inc. | 0.61% | Reduce -1.1% | 27,561 | $3.0M |
| Keel Point, LLC | 0.23% | Reduce -0.3% | 27,543 | $3.0M |
| Flagship Private Wealth, LLC | 1.42% | Add +4.5% | 27,398 | $3.0M |
| Crews Bank & Trust | 0.50% | Add +1.3% | 27,156 | $3.0M |
| Union Bancaire Privee, UBP SA | 0.06% | Reduce -8.1% | 27,764 | $2.9M |
| Transamerica Financial Advisors, LLC | 0.30% | Reduce -6.0% | 26,980 | $2.9M |
| Tme Financial, Inc. | 2.52% | Reduce -15.0% | 26,699 | $2.9M |
| Edge Financial Advisors LLC | 1.83% | New | 26,635 | $2.9M |
| Calton & Associates, Inc. | 0.66% | New | 26,522 | $2.9M |
| Baker Avenue Asset Management, LP | 0.09% | Add +5.4% | 26,461 | $2.9M |
| Argyle Capital Partners, LLC | 2.44% | Add +7.5% | 26,160 | $2.8M |
| One Wealth Advisors, LLC | 0.42% | Add +4.4% | 25,823 | $2.8M |
| Ironwood Financial, llc | 0.60% | Reduce -1.0% | 25,758 | $2.8M |
| KG Capital Management | 0.90% | Add +4.1% | 25,678 | $2.8M |
| Constant Guidance Financial LLC | 3.50% | New | 25,612 | $2.8M |
| CreativeOne Wealth, LLC | 0.08% | Add +2.3% | 25,464 | $2.8M |
| Farther Finance Advisors, LLC | 0.07% | Add +87.4% | 25,411 | $2.8M |
| UMB Bank, n.a. | 0.05% | Add +74.4% | 25,333 | $2.8M |
| Regions Financial Corp. | 0.02% | Reduce -9.6% | 25,234 | $2.7M |
| Tompkins Financial Corp. | 0.26% | Add +13.5% | 25,041 | $2.7M |
| LYNX Capital Group Ltd. | 1.40% | Reduce -0.0% | 25,019 | $2.7M |
| New England Asset Management Inc. | 0.46% | No change | 25,000 | $2.7M |
| Pacifica Partners Inc. | 1.23% | Add +10.6% | 24,775 | $2.7M |
| Interactive Financial Advisors, Inc. | 1.42% | Reduce -1.6% | 24,784 | $2.7M |
| Note Advisors, LLC | 2.22% | Add +4.8% | 24,694 | $2.7M |
| Clearstead Advisors, LLC | 0.04% | Reduce -58.4% | 24,693 | $2.7M |
| Duncker Streett & Co. Inc. | 0.52% | Reduce -0.1% | 24,271 | $2.6M |
| Alpha Wealth Funds, LLC | 2.84% | Add +7.2% | 24,102 | $2.6M |
| Citizens Financial Group Inc. | 0.05% | Reduce -60.5% | 24,019 | $2.6M |
| Jacobi Capital Management LLC | 0.19% | Add +8.8% | 23,850 | $2.6M |
| Blackhawk Capital Partners, LLC | 1.32% | New | 23,563 | $2.6M |
| Pinebridge Investments, L.P. | 0.02% | Add +28.9% | 23,383 | $2.5M |
| Jefferies Financial Group Inc. | 0.05% | New | 23,162 | $2.5M |
| Seamount Financial Group Inc. | 1.71% | Add +8.5% | 23,105 | $2.5M |
| Franklin Resources Inc. | 0.00% | Add +10.7% | 22,981 | $2.5M |
| J.Safra Asset Management Corp | 0.20% | Reduce -49.0% | 22,869 | $2.5M |
| Avior Wealth Management, LLC | 0.09% | Reduce -3.7% | 22,767 | $2.5M |
| CVFG LLC | 2.24% | Add +11.9% | 22,627 | $2.5M |
| Broyhill Asset Management, LLC | 1.97% | Add +54.1% | 22,226 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -10.6% | 22,141 | $2.4M |
| Viawealth, LLC | 1.48% | Reduce -9.5% | 22,123 | $2.4M |
| Alterna Wealth Management, Inc. | 1.82% | Add +2.5% | 22,064 | $2.4M |
| Mgo One Seven LLC | 0.09% | Reduce -11.8% | 21,926 | $2.4M |
| Sei Investments Co. | 0.00% | No change | 21,850 | $2.4M |
| Alliance Wealth Advisors, LLC | 0.62% | Reduce -16.1% | 21,839 | $2.4M |
| FineMark National Bank & Trust | 0.09% | Add +11.3% | 21,650 | $2.4M |
| Sovran Advisors, LLC | 0.30% | Add +31.5% | 21,905 | $2.3M |
| Brady Family Wealth, LLC | 0.74% | Add +3.0% | 21,392 | $2.3M |
| Clarus Wealth Advisors | 1.23% | Add +17.3% | 21,550 | $2.3M |
| Banco Santander, S.A. | 0.03% | Reduce -83.5% | 20,893 | $2.3M |
| Warwick Investment Management, Inc. | 0.47% | Reduce -8.9% | 20,616 | $2.2M |
| OneAscent Financial Services LLC | 0.14% | Add +49.8% | 20,252 | $2.2M |
| Squarepoint Ops LLC | 0.01% | Add +73.1% | 20,131 | $2.2M |
| Soros Fund Management | 0.05% | Reduce -96.5% | 20,000 | $2.2M |
| Flagstar Securities, Inc. | 0.55% | Reduce -0.5% | 19,923 | $2.2M |
| National Bank of Canada | 0.00% | Add +36.1% | 19,759 | $2.1M |
| Roundview Capital LLC | 0.15% | Reduce -5.7% | 19,655 | $2.1M |
| Cornerstone Advisors Asset Management, LLC | 0.43% | New | 19,388 | $2.1M |
| CW Advisors, LLC | 0.03% | Reduce -56.4% | 19,283 | $2.1M |
| Arrien Investments, Inc. | 1.50% | Add +2.9% | 19,285 | $2.1M |
| Brasada Capital Management, LP | 0.41% | Add +52.3% | 19,713 | $2.1M |
| Mandatum Life Insurance Co Ltd | 0.63% | Reduce -1.4% | 18,802 | $2.0M |
| Insigneo Advisory Services, LLC | 0.21% | Reduce -28.5% | 18,733 | $2.0M |
| Brookwood Investment Group LLC | 0.35% | — | 18,547 | $2.0M |
| Ballast, Inc. | 0.57% | Add +9.0% | 18,474 | $2.0M |
| Aurora Private Wealth, Inc. | 1.58% | Add +8.2% | 18,210 | $2.0M |
| Arcataur Capital Management LLC | 0.67% | Reduce -6.1% | 18,170 | $2.0M |
| Coordinated Financial Services, Inc. | 1.52% | — | 17,981 | $2.0M |
| RFG Advisory, LLC | 0.05% | Reduce -52.8% | 17,863 | $1.9M |
| Berkeley Capital Partners, LLC | 0.53% | Reduce -0.1% | 17,775 | $1.9M |
| Lake Street Private Wealth, LLC | 0.31% | Add +1.3% | 17,676 | $1.9M |
| Copia Wealth Management | 1.76% | Add +4.0% | 17,478 | $1.9M |
| LexAurum Advisors, LLC | 0.37% | No change | 17,451 | $1.9M |
| Bcwm, LLC | 0.66% | Add +3.7% | 17,381 | $1.9M |
| Sonata Capital Group Inc. | 0.80% | Add +0.1% | 16,845 | $1.8M |
| Cosner Financial Group, LLC | 1.12% | Add +220.9% | 16,831 | $1.8M |
| King Wealth Management Group | 0.28% | Reduce -4.8% | 16,780 | $1.8M |
| Financial Advocates Investment Management | 0.13% | Add +3.9% | 17,377 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.87% | Reduce -2.6% | 16,661 | $1.8M |
| Investment Advisory Group, LLC | 0.60% | Reduce -0.9% | 16,598 | $1.8M |
| BankPlus Wealth Management LLC | 1.32% | Add +37.9% | 16,497 | $1.8M |
| Bessemer Group Inc. | 0.00% | Add +0.4% | 16,482 | $1.8M |
| Keystone Wealth Services, LLC | 0.48% | Add +0.1% | 16,437 | $1.8M |
| Van Hulzen Asset Management, LLC | 0.16% | Reduce -17.6% | 16,263 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +9.5% | 16,113 | $1.8M |
| Choreo, LLC | 0.03% | Reduce -7.7% | 16,041 | $1.7M |
| &partners | 0.02% | Reduce -56.1% | 16,055 | $1.7M |
| Perennial Investment Advisors, LLC | 0.20% | Add +32.0% | 15,990 | $1.7M |
| Allie Family Office LLC | 0.95% | No change | 15,909 | $1.7M |
| JB Capital LLC | 0.09% | Add +32.6% | 15,655 | $1.7M |
| Clear Creek Financial Management, LLC | 0.18% | Reduce -63.8% | 15,561 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Reduce -2.3% | 15,523 | $1.7M |
| Prospera Financial Services Inc | 0.04% | Reduce -2.8% | 15,309 | $1.7M |
| Bay Capital Advisors, LLC | 1.38% | Add +20.6% | 15,243 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -85.3% | 15,099 | $1.6M |
| Sunbelt Securities, Inc. | 0.15% | Add +11.9% | 15,094 | $1.6M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 15,000 | $1.6M |
| 1832 Asset Management L.P. | 0.00% | Reduce -73.5% | 14,978 | $1.6M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +0.9% | 14,877 | $1.6M |
| Chesley Taft & Associates LLC | 0.08% | Add +3.2% | 14,838 | $1.6M |
| Marex Group Ltd | 0.03% | Add +2.9% | 14,438 | $1.6M |
| Freedom Financial Partners LLC | 0.73% | Reduce -1.2% | 14,333 | $1.6M |
| Natixis | 0.01% | Add +69.5% | 14,313 | $1.6M |
| Uptown Financial Advisors LLC | 1.60% | Add +7.2% | 14,281 | $1.6M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -1.7% | 14,197 | $1.5M |
| Melfa Wealth Management, Inc. | 1.02% | Add +40.5% | 13,927 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -4.5% | 13,883 | $1.5M |
| Smartleaf Asset Management LLC | 0.15% | Add +29.9% | 13,876 | $1.5M |
| Financial Sense Advisors, Inc. | 0.43% | Add +1.6% | 13,758 | $1.5M |
| Worth Financial Advisory Group, LLC | 0.95% | Reduce -3.2% | 13,694 | $1.5M |
| Running Point Capital Advisors, LLC | 0.47% | Add +4.8% | 13,598 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Add +23.1% | 13,594 | $1.5M |
| Hancock Whitney Corp. | 0.05% | Add +12.1% | 13,495 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.12% | Add +15.4% | 13,444 | $1.5M |
| Disciplined Investments, LLC | 0.67% | Add +14.3% | 13,424 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -12.7% | 13,373 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -6.0% | 13,335 | $1.4M |
| Gries Financial LLC | 0.28% | Reduce -3.9% | 13,317 | $1.4M |
| Forefront Wealth Partners, LLC | 0.99% | Reduce -5.0% | 13,313 | $1.4M |
| IFP Advisors, Inc | 0.04% | Add +8.2% | 13,311 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +8.8% | 13,091 | $1.4M |
| World Investment Advisors | 0.04% | Add +13.6% | 13,034 | $1.4M |
| American Financial & Tax Strategies Inc. | 0.76% | Reduce -0.0% | 12,987 | $1.4M |
| Fiducient Advisors LLC | 0.17% | Add +2.7% | 12,869 | $1.4M |
| Onyx Bridge Wealth Group LLC | 0.20% | Reduce -81.9% | 12,870 | $1.4M |
| Orleans Capital Management Corp. | 0.82% | No change | 12,835 | $1.4M |
| CMG Global Holdings, LLC | 0.91% | Reduce -0.1% | 12,927 | $1.4M |
| Arete Wealth Advisors, LLC | 0.11% | Add +84.8% | 12,672 | $1.4M |
| StoneX Group Inc. | 0.07% | Reduce -8.5% | 12,507 | $1.4M |
| Icon Wealth Advisors, LLC | 0.11% | Reduce -6.7% | 12,254 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.07% | Reduce -35.4% | 12,101 | $1.3M |
| Claro Advisors Inc. | 0.18% | Reduce -0.3% | 12,046 | $1.3M |
| Silverlake Wealth Management LLC | 0.50% | Reduce -5.3% | 12,019 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +213.6% | 11,913 | $1.3M |
| Arrow Investment Advisors, LLC | 1.36% | No change | 11,860 | $1.3M |
| VestGen Investment Management | 0.97% | Reduce -13.1% | 11,775 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.32% | Add +3.8% | 11,761 | $1.3M |
| TFB Advisors LLC | 0.37% | Reduce -2.5% | 11,759 | $1.3M |
| Magnus Financial Group LLC | 0.12% | Add +6.9% | 11,612 | $1.3M |
| GC Wealth Management RIA, LLC | 0.23% | Reduce -4.2% | 11,523 | $1.3M |
| Ascent Group, LLC | 0.05% | Reduce -8.3% | 11,513 | $1.3M |
| Van Strum & Towne Inc. | 0.42% | No change | 11,427 | $1.2M |
| Ocean Park Asset Management, LLC | 0.04% | New | 11,353 | $1.2M |
| Exchange Traded Concepts, LLC | 0.02% | New | 11,353 | $1.2M |
| SYM FINANCIAL Corp | 0.15% | Add +15014.7% | 11,336 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -42.4% | 11,291 | $1.2M |
| Diversified Enterprises, LLC | 0.10% | Reduce -3.2% | 11,262 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.56% | Reduce -2.2% | 11,223 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | Reduce -4.3% | 11,160 | $1.2M |
| Proquility Private Wealth Partners, LLC | 0.37% | Reduce -5.0% | 11,088 | $1.2M |
| Riggs Asset Managment Co. Inc. | 0.34% | Reduce -3.7% | 11,039 | $1.2M |
| Hollencrest Capital Management | 0.05% | Reduce -8.4% | 11,003 | $1.2M |
| WealthShield Partners, LLC | 0.15% | Reduce -4.8% | 10,899 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Reduce -25.8% | 10,861 | $1.2M |
| Laurel Wealth Advisors LLC | 0.18% | Reduce -4.6% | 10,841 | $1.2M |
| Evergreen Capital Management LLC | 0.04% | Reduce -74.3% | 10,742 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -12.2% | 10,737 | $1.2M |
| Cambridge Advisors Inc. | 0.26% | No change | 10,710 | $1.2M |
| Center For Asset Management LLC | 0.70% | Reduce -26.6% | 10,566 | $1.1M |
| High Falls Advisors, Inc | 0.27% | Reduce -17.3% | 10,514 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -9.5% | 10,476 | $1.1M |
| Neumann Capital Management, LLC | 0.39% | Add +0.5% | 10,467 | $1.1M |
| Verition Fund Management LLC | 0.01% | New | 10,436 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -19.1% | 10,329 | $1.1M |
| Strategy Asset Managers LLC | 0.23% | Add +11.4% | 10,236 | $1.1M |
| Family Capital Management, Inc. | 0.68% | Reduce -10.1% | 10,126 | $1.1M |
| Camelot Technology Advisors, Inc. | 1.00% | Add +0.1% | 9,956 | $1.1M |
| Nwam LLC | 0.09% | Reduce -40.4% | 9,951 | $1.1M |
| Curtis Advisory Group, LLC | 0.31% | Add +2.1% | 9,802 | $1.1M |
| Verus Capital Partners, LLC | 0.11% | Reduce -17.1% | 9,743 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +10.8% | 9,725 | $1.1M |
| BLB&B Advisors, LLC | 0.05% | Reduce -3.2% | 9,712 | $1.1M |
| Ledyard National Bank | 0.10% | No change | 9,644 | $1.0M |
| Acropolis Investment Management, LLC | 0.06% | No change | 9,585 | $1.0M |
| Simplicity Wealth,LLC | 0.08% | Add +79.7% | 9,538 | $1.0M |
| Rathbones Group PLC | 0.01% | Add +0.8% | 9,511 | $1.0M |
| Sincerus Advisory, LLC | 1.08% | Reduce -11.3% | 9,395 | $1.0M |
| Lido Advisors, LLC | 0.01% | Reduce -12.1% | 9,373 | $1.0M |
| Wealth Alliance, LLC | 0.12% | Reduce -1.6% | 9,182 | $998K |
| Bellecapital International Ltd. | 0.20% | No change | 9,173 | $997K |
| Caisse de depot et placement du Quebec | 0.00% | New | 9,150 | $995K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -15.2% | 9,128 | $992K |
| Intergy Private Wealth, LLC | 0.37% | Add +23.0% | 9,053 | $984K |
| Eastern Bank | 0.02% | Reduce -6.6% | 9,046 | $983K |
| Innealta Capital, LLC | 0.53% | Reduce -76.6% | 8,998 | $978K |
| David J Yvars Group | 0.77% | Add +9.5% | 8,986 | $977K |
| Life Planning Partners, Inc | 0.88% | Add +8.8% | 8,950 | $973K |
| Etesian Wealth Advisors, Inc. | 0.42% | Reduce -6.7% | 8,926 | $970K |
| Roger Wittlin Investment Advisory, LLC | 0.57% | Reduce -10.3% | 8,901 | $967K |
| Global Assets Advisory, LLC | 0.18% | Add +361.3% | 9,033 | $967K |
| Alteri Wealth LLC | 0.42% | Add +318.2% | 8,886 | $966K |
| AssuredPartners Investment Advisors, LLC | 0.19% | Add +6.4% | 8,842 | $961K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.5% | 8,802 | $957K |
| Founders Financial Alliance, LLC | 0.23% | Reduce -7.6% | 8,737 | $950K |
| Montecito Bank & Trust | 0.17% | Add +0.1% | 8,729 | $949K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +3.5% | 8,651 | $940K |
| Midwest Professional Planners, LTD. | 0.29% | Add +19.8% | 8,626 | $938K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -6.0% | 8,501 | $924K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +1.4% | 8,500 | $924K |
| Indiana Trust & Investment Management Co | 0.33% | Reduce -12.2% | 8,485 | $922K |
| PFG Advisors | 0.05% | Reduce -0.5% | 8,472 | $921K |
| Koshinski Asset Management, Inc. | 0.08% | Add +1.5% | 8,471 | $921K |
| FreeGulliver LLC | 0.47% | No change | 8,460 | $920K |
| GeoWealth Management, LLC | 0.04% | Reduce -11.6% | 8,450 | $918K |
| CBIZ Investment Advisory Services, LLC | 0.04% | Reduce -1.7% | 8,402 | $913K |
| Focus Financial Network, Inc. | 0.04% | Reduce -5.8% | 8,393 | $912K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -12.7% | 8,327 | $905K |
| Strategic Blueprint, LLC | 0.05% | Add +2.1% | 8,238 | $895K |
| Moors & Cabot, Inc. | 0.05% | Add +2.5% | 8,220 | $893K |
| Tempus Wealth Planning, LLC | 0.27% | Add +1.4% | 8,203 | $892K |
| Wealth Advisory Solutions, LLC | 0.23% | Add +6.9% | 8,021 | $872K |
| Capitol Family Office, Inc. | 1.23% | New | 7,997 | $869K |
| Cypress Financial Planning LLC | 0.31% | Reduce -13.0% | 7,910 | $860K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.8% | 7,827 | $851K |
| Tidal Investments LLC | 0.01% | Reduce -35.8% | 7,856 | $851K |
| Texas Bank & Trust Co | 0.36% | No change | 7,782 | $846K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 7,700 | $837K |
| McDonald Partners LLC | 0.21% | Add +1.0% | 7,578 | $824K |
| Diversify Advisory Services, LLC | 0.05% | Add +29.9% | 7,588 | $823K |
| Main Street Financial Solutions, LLC | 0.07% | Add +7.7% | 7,571 | $823K |
| RDA Financial Network | 0.25% | Add +4.9% | 7,567 | $822K |
| Investment House LLC | 0.05% | Reduce -5.0% | 7,565 | $822K |
| Wealthgarden F.S. LLC | 0.79% | Add +7.8% | 7,542 | $820K |
| Cascade Financial Partners, LLC | 0.10% | Reduce -25.1% | 7,505 | $816K |
| Csenge Advisory Group | 0.05% | Reduce -1.1% | 7,521 | $803K |
| Rockingstone Advisors LLC | 0.36% | Add +2.4% | 7,383 | $802K |
| Ofc Financial Planning, LLC | 0.90% | Reduce -1.1% | 7,338 | $798K |
| Birch Financial Group, LLC | 0.70% | Add +141.7% | 7,212 | $784K |
| Clarendon Private LLC | 0.81% | Reduce -0.1% | 7,033 | $764K |
| Ridgewood Investments LLC | 0.36% | Reduce -5.2% | 7,028 | $764K |
| Mount Lucas Management LP | 0.35% | Reduce -0.7% | 6,936 | $754K |
| Virtue Capital Management, LLC | 0.09% | Add +12.7% | 6,915 | $752K |
| City State Bank | 0.25% | No change | 6,910 | $751K |
| Everstar Asset Management, LLC | 0.49% | Reduce -5.2% | 6,775 | $736K |
| GK Wealth Management LLC | 0.91% | Reduce -5.5% | 6,691 | $727K |
| Banque Pictet & Cie SA | 0.01% | Add +40.7% | 6,683 | $726K |
| Merit Financial Group, LLC | 0.01% | Reduce -12.4% | 6,682 | $726K |
| Titleist Asset Management, LLC | 0.08% | Reduce -6.5% | 6,660 | $724K |
| World Equity Group, Inc. | 0.21% | New | 6,640 | $723K |
| Traynor Capital Management, Inc. | 0.06% | Reduce -3.8% | 6,616 | $719K |
| Omega Financial Group, LLC | 0.27% | Reduce -18.8% | 6,527 | $709K |
| Trivium Point Advisory, LLC | 0.09% | Reduce -4.1% | 6,465 | $703K |
| Summa Corp. | 0.41% | No change | 6,450 | $701K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.8% | 6,401 | $696K |
| Adaptive Financial Consulting, LLC | 0.30% | Add +8.1% | 6,389 | $694K |
| IPG Investment Advisors LLC | 0.16% | Add +4.8% | 6,357 | $691K |
| Credit Agricole S A | 0.00% | Add +27.4% | 6,332 | $688K |
| Compass Ion Advisors, LLC | 0.08% | Add +1.0% | 6,291 | $684K |
| Arlington Capital Management, Inc. | 0.52% | Add +6.4% | 6,265 | $681K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -21.6% | 6,231 | $677K |
| Belpointe Asset Management LLC | 0.04% | Add +16.6% | 6,202 | $673K |
| 10Elms LLP | 0.80% | Reduce -1.0% | 6,186 | $672K |
| Gouws Capital LLC | 0.44% | No change | 6,178 | $671K |
| Greenup Street Wealth Management LLC | 0.13% | Reduce -15.7% | 6,175 | $671K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -4.7% | 6,174 | $671K |
| Acorn Wealth Advisors, LLC | 0.28% | Add +110.6% | 6,122 | $665K |
| International Private Wealth Advisors LLC | 0.63% | Add +0.2% | 6,071 | $660K |
| Sharper & Granite LLC | 0.27% | Add +9.0% | 6,050 | $658K |
| Florin Court Capital LLP | 0.68% | New | 6,000 | $652K |
| Jain Global LLC | 0.01% | New | 6,000 | $652K |
| Kaizen Financial Strategies | 0.38% | Reduce -21.6% | 5,975 | $649K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -17.2% | 5,946 | $646K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 5,939 | $646K |
| Axis Wealth Partners, LLC | 0.47% | Reduce -14.3% | 5,899 | $641K |
| Finer Wealth Management, Inc. | 0.38% | Add +0.1% | 5,881 | $639K |
| Creative Financial Designs Inc. | 0.05% | Add +7.0% | 5,846 | $635K |
| Sheets Smith Wealth Management | 0.08% | Reduce -1.6% | 5,788 | $629K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -16.2% | 5,782 | $628K |
| Triumph Capital Management | 0.21% | Add +95.8% | 5,749 | $625K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -18.1% | 5,720 | $622K |
| Lane & Associates LLC | 0.33% | Reduce -2.4% | 5,706 | $620K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -21.1% | 5,666 | $616K |
| Savant Capital, LLC | 0.01% | Add +8.8% | 5,627 | $612K |
| Parallel Advisors, LLC | 0.01% | Reduce -21.2% | 5,595 | $608K |
| Fonville Wealth Management LLC | 0.18% | Add +0.1% | 5,576 | $604K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.02% | Reduce -15.9% | 5,516 | $600K |
| Independent Family Office, LLC | 0.31% | No change | 5,500 | $598K |
| Heritage Trust Co | 0.07% | Reduce -14.5% | 5,472 | $595K |
| Cresset Asset Management, LLC | 0.00% | Add +4.0% | 5,380 | $585K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | Add +31.4% | 5,351 | $582K |
| Lazari Capital Management, Inc. | 0.24% | Reduce -4.5% | 5,340 | $580K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,300 | $576K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.0% | 5,300 | $576K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -10.0% | 5,242 | $570K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -0.5% | 5,197 | $565K |
| Solstein Capital, LLC | 0.33% | No change | 5,165 | $561K |
| Shared Vision Wealth Group LLC | 0.30% | Reduce -3.2% | 5,098 | $554K |
| Savvy Advisors, Inc. | 0.06% | Reduce -30.1% | 5,070 | $551K |
| Gradient Capital Advisors, LLC | 0.18% | Reduce -1.3% | 5,048 | $549K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -7.5% | 5,042 | $548K |
| McAdam, LLC | 0.03% | Reduce -9.8% | 5,038 | $548K |
| AE Wealth Management LLC | 0.00% | Reduce -77.7% | 5,023 | $546K |
| M3 Advisory Group, LLC | 0.43% | Add +2.3% | 4,977 | $541K |
| ABLE Financial Group, LLC | 0.15% | No change | 4,967 | $540K |
| RTD Financial Advisors, Inc. | 0.07% | Reduce -2.2% | 4,937 | $537K |
| Afg Fiduciary Services Limited Partnership | 0.39% | No change | 5,000 | $535K |
| HCR Wealth Advisors | 0.07% | Reduce -2.3% | 4,924 | $535K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +27.6% | 4,896 | $532K |
| Hohimer Wealth Management, LLC | 0.10% | No change | 4,827 | $525K |
| Sierra Capital LLC | 0.06% | Reduce -11.9% | 4,803 | $522K |
| Fiera Capital Corp | 0.00% | Add +3.5% | 4,790 | $521K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 4,770 | $518K |
| Smallwood Wealth Investment Management, LLC | 0.33% | No change | 4,753 | $517K |
| Bokf, NA | 0.01% | No change | 4,752 | $516K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +9.5% | 4,719 | $513K |
| Cidel Asset Management Inc. | 0.03% | New | 4,708 | $512K |
| Two West Capital Advisors LLC | 0.42% | Reduce -4.9% | 4,787 | $504K |
| Fourth Dimension Wealth, LLC | 0.24% | Reduce -1.4% | 4,603 | $500K |
| Arkadios Wealth Advisors | 0.02% | Add +77.4% | 4,600 | $500K |
| J. W. Coons Advisors, LLC | 0.13% | No change | 4,582 | $498K |
| Caliber Wealth Management, LLC / KS | 0.07% | — | 4,560 | $496K |
| Norden Group LLC | 0.06% | Reduce -54.6% | 4,532 | $493K |
| Tiemann Investment Advisors, LLC | 0.22% | Reduce -5.2% | 4,524 | $492K |
| Independence Bank of Kentucky | 0.08% | Reduce -1.0% | 4,509 | $490K |
| Modera Wealth Management, LLC | 0.01% | Add +2.2% | 4,488 | $488K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -75.1% | 4,453 | $484K |
| Park Place Capital Corp | 0.13% | Reduce -7.7% | 4,452 | $484K |
| Atlas Private Wealth Advisors | 0.07% | Reduce -0.8% | 4,428 | $481K |
| Venture Visionary Partners LLC | 0.02% | Add +4.8% | 4,423 | $481K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +35.3% | 4,406 | $479K |
| Western Wealth Management, LLC | 0.03% | Add +2.4% | 4,332 | $471K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -61.5% | 4,329 | $471K |
| Investments & Financial Planning, LLC | 0.31% | Reduce -0.9% | 4,326 | $470K |
| Peregrine Asset Advisers, Inc. | 0.18% | Reduce -1.0% | 4,312 | $469K |
| City Center Advisors, LLC | 0.55% | Add +13.8% | 4,294 | $467K |
| Dorsey Wright & Associates | 0.12% | Reduce -15.8% | 4,289 | $466K |
| Avantra Family Wealth, Inc. | 0.45% | Add +32.5% | 4,277 | $465K |
| Winthrop Advisory Group LLC | 0.06% | Reduce -42.5% | 4,231 | $460K |
| Berger Financial Group, Inc | 0.03% | Reduce -4.6% | 4,213 | $458K |
| Palouse Capital Management, Inc. | 0.31% | Reduce -7.8% | 4,180 | $454K |
| Cornerstone Wealth Group, LLC | 0.04% | Reduce -16.0% | 4,179 | $454K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +36.6% | 4,157 | $452K |
| Kelly Financial Services LLC | 0.16% | Reduce -1.8% | 4,147 | $451K |
| Proficio Capital Partners LLC | 0.03% | Reduce -29.9% | 4,086 | $444K |
| MJT & Associates Financial Advisory Group, Inc. | 0.42% | — | 4,056 | $441K |
| Independent Advisor Alliance | 0.01% | Reduce -95.7% | 4,050 | $440K |
| Hudock, Inc. | 0.08% | Add +110.5% | 4,017 | $437K |
| Forte Asset Management LLC | 0.22% | No change | 4,014 | $436K |
| Hudson Portfolio Management LLC | 0.42% | Add +0.9% | 4,002 | $435K |
| Vision Financial Markets LLC | 0.47% | No change | 4,000 | $435K |
| Portside Wealth Group, LLC | 0.07% | Reduce -11.0% | 3,985 | $433K |
| CAP Partners, LLC | 0.31% | Add +47.5% | 3,977 | $432K |
| L.M. Kohn & Company | 0.11% | Reduce -2.0% | 3,974 | $432K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -23.8% | 3,955 | $430K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -4.8% | 3,951 | $429K |
| Planned Solutions, Inc. | 0.18% | No change | 3,942 | $428K |
| Allworth Financial LP | 0.00% | Reduce -23.8% | 3,988 | $428K |
| Financial Counselors Inc. | 0.01% | No change | 3,935 | $428K |
| Advyzon Investment Management, LLC | 0.15% | Add +6.8% | 3,922 | $426K |
| City National Bank of Florida | 0.38% | No change | 3,898 | $424K |
| Horst & Graben Wealth Management LLC | 0.08% | Add +59.3% | 3,897 | $424K |
| Diversify Wealth Management, LLC | 0.03% | Add +1.8% | 3,894 | $422K |
| Life Line Wealth Management LLC | 0.15% | Add +0.8% | 3,872 | $421K |
| Harbour Investments, Inc. | 0.01% | Add +17.7% | 3,860 | $420K |
| Old Mission Investment Co LLC | 0.13% | Reduce -20.6% | 3,842 | $418K |
| Optimum Investment Advisors | 0.20% | Add +0.2% | 3,816 | $415K |
| Peak Financial Management, Inc. | 0.12% | Add +1.9% | 3,808 | $414K |
| Legacy Edge Advisors, LLC | 0.06% | Add +42.6% | 3,788 | $412K |
| HB Wealth Management, LLC | 0.00% | Reduce -11.8% | 3,778 | $411K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 3,773 | $410K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +15.2% | 3,762 | $409K |
| IMS Capital Management | 0.20% | No change | 3,735 | $406K |
| Detalus Advisors, LLC | 0.13% | Add +16.5% | 3,726 | $405K |
| Cottage Street Advisors LLC | 0.20% | Add +0.7% | 3,717 | $404K |
| International Assets Investment Management, LLC | 0.04% | Reduce -20.2% | 3,711 | $403K |
| Worth Asset Management, LLC | 0.22% | New | 3,670 | $399K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.4% | 3,616 | $393K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -2.8% | 3,606 | $392K |
| Caldwell Trust Co | 0.04% | No change | 3,601 | $391K |
| Fortis Capital Management LLC | 0.08% | Reduce -0.9% | 3,593 | $390K |
| Moser Wealth Advisors, LLC | 0.20% | Add +2.1% | 3,565 | $387K |
| NTV Asset Management LLC | 0.05% | No change | 3,556 | $387K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -23.8% | 3,501 | $380K |
| Curat Global, LLC | 0.46% | — | 3,439 | $374K |
| Mezzasalma Advisors, LLC | 0.13% | No change | 3,386 | $368K |
| Renasant Bank | 0.24% | Reduce -3.2% | 3,384 | $368K |
| Independent Wealth Network Inc. | 0.15% | Reduce -0.2% | 3,370 | $366K |
| Ameriflex Group, Inc. | 0.15% | Add +1.3% | 3,356 | $365K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -4.8% | 3,377 | $365K |
| Resurgent Financial Advisors LLC | 0.22% | Reduce -2.0% | 3,347 | $364K |
| Fiduciary Trust Co | 0.00% | Reduce -2.9% | 3,310 | $360K |
| Lighthouse Financial LLC | 0.31% | New | 3,300 | $359K |
| Phillips Financial Management, LLC | 0.03% | Reduce -4.5% | 3,293 | $358K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.0% | 31,075 | $358K |
| ProVise Management Group, LLC | 0.03% | No change | 3,272 | $356K |
| Meadow Creek Wealth Advisors LLC | 0.26% | Reduce -0.5% | 3,262 | $355K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -12.7% | 3,260 | $354K |
| Summit Wealth Partners, LLC | 0.07% | Reduce -2.1% | 3,256 | $354K |
| Adams Asset Advisors, LLC | 0.05% | No change | 3,229 | $351K |
| Robinson Smith Wealth Advisors LLC | 0.29% | No change | 3,221 | $350K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 3,221 | $350K |
| TSA Wealth Managment LLC | 0.14% | Reduce -35.0% | 3,213 | $349K |
| Personal Cfo Solutions, LLC | 0.07% | Add +9.7% | 3,157 | $343K |
| CVA Family Office, LLC | 0.05% | No change | 3,151 | $343K |
| Cibc World Market Inc. | 0.00% | Add +59.0% | 3,122 | $339K |
| RMR Capital Management, LLC | 0.24% | Add +0.8% | 3,108 | $338K |
| Canvas Wealth Advisors, LLC | 0.09% | Reduce -9.9% | 3,177 | $336K |
| RPg Family Wealth Advisory, LLC | 0.10% | New | 3,079 | $335K |
| Redwood Investment Management, LLC | 0.04% | Reduce -2.0% | 3,063 | $333K |
| White Pine Capital LLC | 0.11% | Reduce -28.5% | 3,036 | $330K |
| Advisor Resource Council | 0.03% | New | 3,000 | $326K |
| Mission Wealth Management, LP | 0.01% | New | 2,936 | $319K |
| Maxele Advisors, LLC | 0.31% | Reduce -6.4% | 2,936 | $319K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.4% | 2,926 | $317K |
| Dohj, LLC | 0.07% | Reduce -49.0% | 2,886 | $314K |
| NWF Advisory Services Inc. | 0.04% | New | 2,872 | $312K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 2,868 | $312K |
| Napatree Capital LLC | 0.18% | Reduce -6.5% | 2,866 | $312K |
| Gateway Wealth Partners, LLC | 0.07% | Add +0.5% | 2,853 | $310K |
| Empirical Asset Management, LLC | 0.11% | Add +6.2% | 2,840 | $309K |
| Beacon Financial Advisory LLC | 0.09% | New | 2,830 | $308K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +0.3% | 2,829 | $307K |
| Guardian Partners Inc. | 0.03% | Reduce -4.3% | 2,882 | $306K |
| Composition Wealth, LLC | 0.01% | Reduce -9.2% | 2,818 | $306K |
| Avaii Wealth Management, LLC | 0.16% | Reduce -47.2% | 2,800 | $304K |
| Haverford Trust Co | 0.00% | Reduce -20.6% | 2,777 | $302K |
| Caitlin John, LLC | 0.29% | Reduce -30.8% | 2,762 | $300K |
| Optiver Holding B.V. | 0.01% | Reduce -89.2% | 2,715 | $295K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 2,711 | $295K |
| TFG Advisers LLC | 0.11% | Reduce -8.5% | 2,689 | $292K |
| Vermillion & White Wealth Management Group, LLC | 0.21% | Reduce -33.6% | 2,674 | $291K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -27.3% | 2,660 | $289K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +9.1% | 2,660 | $289K |
| Saiph Capital, LLC | 0.14% | No change | 2,657 | $289K |
| West Wealth Group, LLC | 0.09% | Add +3.1% | 2,652 | $288K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -5.3% | 2,650 | $288K |
| OxenFree Capital LLC | 0.22% | Reduce -9.6% | 2,708 | $286K |
| Two Sigma Securities, LLC | 0.04% | Reduce -82.4% | 2,631 | $286K |
| BHK Investment Advisors, LLC | 0.12% | Add +0.7% | 2,625 | $285K |
| Larson Financial Group LLC | 0.01% | Add +1.2% | 2,622 | $285K |
| Aft, Forsyth & Company, Inc. | 0.15% | Reduce -16.0% | 2,622 | $285K |
| Blalock Williams, LLC | 0.32% | Add +6.8% | 2,621 | $285K |
| Beacon Financial Group | 0.03% | New | 2,612 | $284K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.8% | 2,603 | $283K |
| Harbor Investment Advisory, LLC | 0.03% | Add +19.5% | 2,600 | $283K |
| Brendel Financial Advisors LLC | 0.17% | Add +35.3% | 2,585 | $281K |
| Belvedere Trading LLC | 0.02% | New | 2,574 | $280K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.7% | 2,571 | $279K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.8% | 2,551 | $277K |
| Nilsine Partners, LLC | 0.03% | No change | 2,525 | $274K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,516 | $273K |
| Dimension Capital Management LLC | 0.05% | No change | 2,513 | $273K |
| Invesco Ltd. | 0.00% | Add +4.4% | 2,512 | $273K |
| Integrity Alliance, Llc. | 0.01% | New | 2,505 | $272K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -22.3% | 2,505 | $272K |
| Reliant Investment Partners, LLC | 0.28% | Reduce -3.8% | 2,501 | $272K |
| Talisman Wealth Advisors LLC | 0.28% | No change | 11,166 | $270K |
| TigerOak Management, L.L.C. | 0.10% | Add +5.4% | 2,456 | $267K |
| Group One Trading LLC | 0.01% | Reduce -50.1% | 2,451 | $266K |
| Walker Asset Management, LLC | 0.16% | Reduce -1.3% | 2,432 | $264K |
| Waterloo Capital, L.P. | 0.02% | Reduce -28.4% | 2,423 | $263K |
| Cyndeo Wealth Partners, LLC | 0.02% | No change | 2,415 | $262K |
| Sandhill Capital Partners LLC | 0.02% | Reduce -2.6% | 2,412 | $262K |
| Naviter Wealth, LLC | 0.03% | No change | 2,414 | $262K |
| Wealth Effects LLC | 0.11% | No change | 2,405 | $261K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +8.2% | 2,404 | $261K |
| JTC Employer Solutions Trustee Ltd | 0.02% | Reduce -60.5% | 2,399 | $261K |
| DAVENPORT & Co LLC | 0.00% | Reduce -46.0% | 2,381 | $259K |
| WP Advisors, LLC | 0.09% | New | 2,380 | $259K |
| Glass Jacobson Investment Advisors llc | 0.08% | No change | 2,414 | $258K |
| Tradewinds, LLC. | 0.07% | Reduce -8.1% | 2,355 | $256K |
| Security Financial Services, INC. | 0.05% | Add +17.7% | 2,340 | $254K |
| Chapin Davis, Inc. | 0.09% | Add +5.5% | 2,319 | $252K |
| Dumont & Blake Investment Advisors LLC | 0.07% | No change | 2,308 | $251K |
| Berkshire Money Management, Inc. | 0.03% | New | 2,304 | $250K |
| Aquire Wealth Advisors, LLC | 0.08% | Add +0.4% | 2,291 | $249K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.5% | 2,282 | $248K |
| Florida Trust Wealth Management Co | 0.01% | New | 2,218 | $241K |
| Red Spruce Capital, LLC | 0.11% | No change | 2,207 | $240K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,205 | $240K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 2,190 | $238K |
| Talon Private Wealth, LLC | 0.03% | New | 2,183 | $238K |
| Tyche Wealth Partners LLC | 0.05% | New | 2,181 | $237K |
| PFG Investments, LLC | 0.02% | Reduce -4.0% | 2,177 | $237K |
| Spire Wealth Management | 0.01% | Reduce -6.2% | 2,173 | $236K |
| HUB Investment Partners, LLC | 0.01% | New | 2,160 | $235K |
| SG Americas Securities, LLC | 0.00% | New | 2,144 | $233K |
| Obsidian Cio, LLC | 0.04% | Add +4.0% | 2,140 | $233K |
| Concord Wealth Partners | 0.04% | Add +0.6% | 2,137 | $232K |
| Wick Capital Partners, LLC | 0.07% | No change | 2,123 | $231K |
| Advisors Asset Management, Inc. | 0.00% | Add +16.4% | 2,112 | $230K |
| Hoxton Planning & Management, LLC | 0.09% | Reduce -0.2% | 2,108 | $229K |
| Vident Advisory, LLC | 0.00% | No change | 2,100 | $228K |
| Concorde Asset Management, LLC | 0.12% | Add +0.3% | 2,111 | $226K |
| Advisory Alpha, LLC | 0.01% | Add +9.6% | 2,070 | $225K |
| Thompson Siegel & Walmsley LLC | 0.00% | Add +2.6% | 2,052 | $223K |
| Caldwell Sutter Capital, Inc. | 0.11% | No change | 2,037 | $221K |
| Vista Cima Wealth Management LLC | 0.24% | No change | 2,036 | $221K |
| SOA Wealth Advisors, LLC. | 0.05% | Reduce -1.9% | 2,013 | $219K |
| Breakwater Capital Group | 0.04% | Reduce -30.0% | 1,989 | $216K |
| Cardiff Park Advisors, LLC | 0.02% | Add +10.0% | 1,977 | $215K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -9.4% | 1,967 | $214K |
| Berkshire Asset Management LLC | 0.01% | No change | 2,005 | $214K |
| RiverGlades Family Offices LLC | 0.15% | Reduce -1.0% | 1,966 | $214K |
| Key Financial Inc | 0.05% | No change | 1,952 | $212K |
| Comprehensive Money Management Services LLC | 0.17% | No change | 1,950 | $212K |
| Consolidated Portfolio Review Corp | 0.03% | Add +1.1% | 1,949 | $212K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 1,947 | $212K |
| Wheelhouse Advisory Group LLC | 0.12% | Reduce -15.4% | 1,945 | $211K |
| Powell Investment Advisors, LLC | 0.10% | Reduce -4.2% | 1,944 | $211K |
| Camarda Financial Advisors, LLC | 0.09% | Reduce -78.4% | 1,916 | $208K |
| Bank Pictet & Cie (Europe) AG | 0.00% | No change | 1,907 | $207K |
| SageView Advisory Group, LLC | 0.01% | Reduce -11.8% | 1,906 | $207K |
| City Holding Co. | 0.03% | Reduce -7.6% | 1,897 | $206K |
| Finley Financial, LLC | 0.11% | No change | 1,900 | $206K |
| Advus Financial Partners, LLC | 0.06% | Reduce -36.8% | 1,888 | $205K |
| Procyon Advisors, LLC | 0.01% | Reduce -0.4% | 1,875 | $204K |
| CNB Bank | 0.10% | No change | 1,867 | $203K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -87.6% | 1,859 | $202K |
| Harmony Asset Management LLC | 0.08% | New | 1,854 | $201K |
| Wedgewood Investors Inc. | 0.24% | New | 1,848 | $201K |
| VestGen Advisors, LLC | 0.01% | — | 1,845 | $201K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -25.5% | 1,841 | $200K |
| Rothschild Investment LLC | 0.01% | No change | 1,820 | $198K |
| Ancora Advisors LLC | 0.00% | Reduce -8.0% | 1,779 | $193K |
| Continuum Advisory, LLC | 0.02% | Reduce -5.1% | 1,738 | $189K |
| Richardson Financial Services Inc. | 0.14% | Reduce -0.3% | 1,690 | $184K |
| Bank of New Hampshire | 0.05% | No change | 1,661 | $181K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -0.3% | 1,594 | $173K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -21.5% | 1,554 | $169K |
| Bellwether Advisors, LLC | 0.03% | No change | 1,512 | $164K |
| Consultiva Wealth Management, Corp. | 0.56% | No change | 1,488 | $162K |
| Ameliora Wealth Management Ltd. | 0.06% | No change | 1,475 | $160K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -23.3% | 1,429 | $155K |
| Templeton & Phillips Capital Management, LLC | 0.11% | No change | 1,416 | $154K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -16.1% | 1,360 | $148K |
| NBT Bank, N.A. | 0.01% | Reduce -5.2% | 1,324 | $144K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 1,280 | $139K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -0.8% | 1,218 | $132K |
| Legacy Wealth Managment, LLC | 0.09% | Add +6350.0% | 1,161 | $126K |
| Adirondack Trust Co. | 0.05% | No change | 1,138 | $124K |
| Operose Advisors LLC | 0.04% | Add +584.2% | 1,129 | $123K |
| Whittier Trust Co. | 0.00% | No change | 1,123 | $122K |
| Murphy & Mullick Capital Management Corp | 0.11% | No change | 1,066 | $116K |
| Olistico Wealth, LLC | 0.07% | No change | 1,050 | $114K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -2.6% | 1,026 | $112K |
| LGT Financial Advisors LLC | 0.34% | Add +4.6% | 1,018 | $111K |
| Raffa Wealth Management, LLC | 0.02% | No change | 1,000 | $109K |
| Webster Bank, N. A. | 0.01% | No change | 967 | $105K |
| Covestor Ltd | 0.07% | Add +0.8% | 969 | $105K |
| Tsfg, LLC | 0.02% | Reduce -13.2% | 966 | $105K |
| Boyd Watterson Asset Management LLC | 0.03% | Reduce -6.5% | 965 | $105K |
| NorthRock Partners, LLC | 0.00% | Reduce -24.6% | 963 | $105K |
| Financial Freedom, LLC | 0.06% | Add +0.8% | 941 | $102K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 931 | $99K |
| Sound Income Strategies, LLC | 0.01% | Reduce -1.1% | 905 | $98K |
| Rialto Wealth Management, LLC | 0.03% | No change | 900 | $98K |
| Front Row Advisors LLC | 0.04% | No change | 888 | $97K |
| Blue Trust, Inc. | 0.00% | Reduce -39.3% | 887 | $96K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -91.8% | 873 | $95K |
| Peoples Bank | 0.06% | Reduce -53.6% | 865 | $94K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 800 | $87K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -6.6% | 782 | $85K |
| Barrett & Company, Inc. | 0.04% | No change | 778 | $85K |
| Register Financial Advisors LLC | 0.04% | No change | 739 | $80K |
| PSI Advisors, LLC | 0.03% | Add +1.7% | 717 | $78K |
| N.E.W. Advisory Services LLC | 0.01% | New | 703 | $76K |
| Park Square Financial Group, LLC | 0.06% | Reduce -18.4% | 698 | $76K |
| North Star Investment Management Corp. | 0.01% | Add +0.6% | 678 | $74K |
| Colonial Trust Co / SC | 0.01% | Reduce -82.0% | 659 | $72K |
| MRP Capital Investments, LLC | 0.07% | No change | 650 | $71K |
| Matrix Trust Co | 0.01% | Add +179.4% | 623 | $68K |
| Financial Network Wealth Advisors LLC | 0.09% | Reduce -0.2% | 600 | $65K |
| Centerpoint Advisors, LLC | 0.02% | Add +2.2% | 594 | $65K |
| NWK Group, Inc. | 0.03% | Add +1.4% | 597 | $65K |
| AdvisorNet Financial, Inc | 0.00% | Add +49.5% | 589 | $64K |
| Beacon Capital Management, LLC | 0.01% | Reduce -6.9% | 581 | $63K |
| Union Savings Bank | 0.03% | No change | 569 | $62K |
| Security National Bank | 0.01% | No change | 560 | $61K |
| Mechanics Financial Corp | 0.03% | No change | 531 | $58K |
| Activest Wealth Management | 0.02% | No change | 527 | $57K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -5.9% | 513 | $56K |
| Raleigh Capital Management Inc. | 0.02% | Add +0.6% | 505 | $55K |
| Bogart Wealth, LLC | 0.00% | Add +102.8% | 503 | $55K |
| West Paces Advisors Inc. | 0.01% | No change | 500 | $54K |
| TCTC Holdings, LLC | 0.00% | No change | 500 | $54K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -7.3% | 497 | $54K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 486 | $53K |
| Elequin Capital, LP | 0.01% | New | 445 | $48K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 427 | $46K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Reduce -7.8% | 427 | $46K |
| Tidemark, LLC | 0.02% | No change | 421 | $46K |
| Mascoma Wealth Management LLC | 0.01% | No change | 420 | $46K |
| CENTRAL TRUST Co | 0.00% | Add +14.4% | 420 | $46K |
| Mather Group, Llc. | 0.00% | Add +27.1% | 413 | $45K |
| FWL Investment Management, LLC | 0.02% | Add +11.5% | 388 | $42K |
| Hemington Wealth Management | 0.01% | No change | 378 | $41K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 368 | $40K |
| Ballast Advisors LLC | 0.01% | Add +172.4% | 365 | $40K |
| Costello Asset Management, INC | 0.02% | New | 357 | $39K |
| Transce3nd, LLC | 0.02% | Reduce -48.5% | 354 | $38K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -28.3% | 352 | $38K |
| Avion Wealth | 0.01% | No change | 354 | $37K |
| Centennial Bank | 0.02% | New | 314 | $34K |
| Biltmore Family Office, LLC | 0.01% | No change | 300 | $33K |
| Friedenthal Financial | 0.02% | Add +3.1% | 298 | $32K |
| ORG Partners LLC | 0.01% | No change | 277 | $31K |
| Oakworth Capital, Inc. | 0.00% | No change | 278 | $30K |
| Montag A & Associates Inc. | 0.00% | No change | 275 | $30K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 272 | $30K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -75.0% | 271 | $29K |
| Sandy Spring Bank | 0.00% | No change | 271 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 265 | $29K |
| Sachetta, LLC | 0.01% | Reduce -71.5% | 261 | $28K |
| Luminist Capital LLC | 0.03% | Reduce -7.3% | 255 | $28K |
| Cornerstone Planning Group LLC | 0.01% | Add +39.0% | 260 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 247 | $27K |
| TD Capital Management LLC | 0.00% | No change | 240 | $26K |
| Banque Cantonale Vaudoise | 0.00% | — | 238 | $26K |
| Investors Research Corp | 0.01% | No change | 238 | $26K |
| AlphaCore Capital LLC | 0.00% | New | 227 | $25K |
| Bangor Savings Bank | 0.00% | Reduce -3.6% | 217 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 216 | $23K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 211 | $23K |
| Pittenger & Anderson Inc. | 0.00% | No change | 210 | $23K |
| Signaturefd, LLC | 0.00% | Add +69.1% | 208 | $23K |
| Picton Mahoney Asset Management | 0.00% | No change | 200 | $22K |
| Nalls Sherbakoff Group, LLC | 0.02% | — | 200 | $22K |
| Citizens National Bank Trust Department | 0.00% | No change | 200 | $22K |
| Fortis Group Advisors, LLC | 0.00% | No change | 200 | $22K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -41.1% | 198 | $22K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 195 | $21K |
| Nemes Rush Group LLC | 0.00% | No change | 192 | $21K |
| EPG Wealth Management LLC | 0.01% | Reduce -3.0% | 191 | $21K |
| United Community Bank | 0.01% | No change | 181 | $20K |
| Hurley Capital, LLC | 0.01% | No change | 175 | $19K |
| Darwin Wealth Management, LLC | 0.01% | No change | 172 | $18K |
| Pflug Koory, LLC | 0.01% | No change | 164 | $18K |
| SRH Advisors, LLC | 0.01% | No change | 160 | $17K |
| Kennebec Savings Bank | 0.02% | No change | 156 | $17K |
| Winch Advisory Services, LLC | 0.00% | Add +0.7% | 151 | $16K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 150 | $16K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Add +0.8% | 132 | $14K |
| Global Financial Private Client, LLC | 0.01% | No change | 129 | $14K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 122 | $13K |
| Collier Financial | 0.01% | Add +0.8% | 119 | $13K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 118 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 117 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 116 | $13K |
| Center for Financial Planning, Inc. | 0.00% | New | 112 | $12K |
| Piscataqua Savings Bank | 0.01% | No change | 110 | $12K |
| Rossby Financial, LCC | 0.01% | New | 108 | $12K |
| Gould Capital, LLC | 0.01% | Reduce -65.8% | 104 | $11K |
| Smithfield Trust Co | 0.00% | Reduce -74.8% | 100 | $11K |
| GAMMA Investing LLC | 0.00% | Reduce -16.0% | 100 | $11K |
| WASHINGTON TRUST Co | 0.00% | New | 95 | $10K |
| Godsey & Gibb, Inc. | 0.00% | New | 94 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 91 | $10K |
| Trust Co. of Vermont | 0.00% | New | 88 | $10K |
| JCIC Asset Management Inc. | 0.00% | No change | 85 | $9K |
| Granite Investment Partners, LLC | 0.00% | No change | 85 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 84 | $9K |
| SJS Investment Consulting Inc. | 0.00% | New | 78 | $8K |
| Realta Investment Advisors | 0.00% | Reduce -26.0% | 77 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | Add +208.3% | 74 | $8K |
| Itau Unibanco Holding S.A. | 0.00% | New | 75 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 69 | $8K |
| Pandora Wealth, Inc. | 0.00% | — | 66 | $7K |
| Stephens Consulting, LLC | 0.00% | Reduce -44.1% | 66 | $7K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 66 | $7K |
| Bank & Trust Co | 0.01% | No change | 65 | $7K |
| Kiker Wealth Management, LLC | 0.00% | New | 61 | $7K |
| Graney & King, LLC | 0.00% | No change | 55 | $6K |
| Wagner Wealth Management, LLC | 0.00% | No change | 54 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 53 | $6K |
| Synergy Investment Management, LLC | 0.00% | No change | 52 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 51 | $6K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -56.4% | 48 | $5K |
| Punch & Associates Investment Management, Inc. | 0.00% | Add +21.6% | 45 | $5K |
| Holos Integrated Wealth LLC | 0.00% | No change | 38 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 35 | $4K |
| Inlight Wealth Management, LLC | 0.00% | New | 32 | $3K |
| Capital A Wealth Management, LLC | 0.00% | No change | 30 | $3K |
| NFSG Corp | 0.00% | Reduce -79.4% | 26 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +4.2% | 25 | $3K |
| Innovative Advisory Group, LLC | 0.00% | Add +20.0% | 24 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 23 | $3K |
| 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 |
| Catherine Avery Investment Management LLC | 0.00% | No change | 17 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -63.8% | 17 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 17 | $2K |
| Robinswood Financial LLC | 0.00% | New | 13 | $1K |
| CX Institutional | 0.00% | New | 6 | $1K |
| MTM Investment Management, LLC | 0.00% | No change | 4 | $435 |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -95.7% | 2 | $217 |
"% 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.