Ishr Ibx Usd Invgd CB ETF-UiLQDETF
13F holders, Q2 2025 (June 30)1,051holders +15
90new positions
82sold out
9famous investors
$107.84avg. 13F price*
At the end of Q2 2025, 1,051 institutions reported holding Ishr Ibx Usd Invgd CB ETF-Ui (LQD) in their 13F filings, up 15 from Q1 2025. 90 opened new positions and 82 sold out. The largest holders were Meiji Yasuda Life Insurance Co ($2.1B), Bank of America Corp. ($2.0B) and Morgan Stanley ($1.8B). 9 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Ishr Ibx Usd Invgd CB ETF-Ui
- Filed as
- ISHARES TR (Q2 2025)
- CUSIP
- 464287242
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $736.8M |
| Exits | 82 | $434.5M |
All 13F filers, Q1 2025 → Q2 2025: 43,999,296 shares bought and 33,410,641 shares sold, net +10,588,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,051 holders
| Meiji Yasuda Life Insurance Co | 62.36% | No change | 19,120,368 | $2.1B |
| Bank of America Corp. | 0.16% | Reduce -2.2% | 18,069,386 | $2.0B |
| Morgan Stanley | 0.12% | Add +69.8% | 16,290,767 | $1.8B |
| BlackRock, Inc. | 0.03% | Reduce -2.6% | 14,305,123 | $1.6B |
| Japan Science & Technology Agency | 24.03% | No change | 13,806,450 | $1.5B |
| Financial Engines Advisors L.L.C. | 2.33% | Reduce -0.2% | 10,653,146 | $1.2B |
| Wealthfront Advisers LLC | 2.61% | Reduce -5.0% | 9,254,116 | $1.0B |
| Nuveen, LLC | 0.27% | Add +37.1% | 8,872,157 | $972.5M |
| Allianz Investment Management U.S. LLC | 37.32% | Reduce -9.8% | 7,862,205 | $861.8M |
| Sona Asset Management (us) LLC | 48.00% | Reduce -4.4% | 5,774,092 | $632.9M |
| Wells Fargo & Company | 0.12% | Add +21.4% | 5,092,295 | $558.2M |
| UBS Group AG | 0.12% | Add +9.5% | 5,027,382 | $551.1M |
| Envestnet Asset Management Inc. | 0.16% | Add +6.3% | 4,908,920 | $538.0M |
| Ameriprise Financial Inc. | 0.12% | Reduce -33.9% | 4,533,397 | $496.8M |
| Sumitomo Mitsui Financial Group, Inc. | 7.91% | Add +492.2% | 4,423,974 | $484.9M |
| APG Asset Management US Inc. | 3.62% | Add +340.6% | 4,428,000 | $484.2M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 3.58% | No change | 4,040,400 | $442.9M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -51.3% | 3,782,252 | $414.6M |
| LPL Financial LLC | 0.12% | Reduce -2.4% | 3,331,751 | $365.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.29% | Add +20.0% | 3,275,575 | $359.0M |
| Verition Fund Management LLC | 2.06% | Add +29921.1% | 3,133,000 | $343.4M |
| Fisher Asset Management | 0.13% | Reduce -6.2% | 3,062,270 | $335.7M |
| Canada Pension Plan Investment Board | 0.26% | New | 2,800,000 | $306.9M |
| Empower Annuity Insurance Co | 100.00% | No change | 2,456,850 | $269.3M |
| Susquehanna International Group, LLP | 0.37% | Add +7256.8% | 2,227,578 | $244.2M |
| State of Michigan Retirement System | 1.23% | No change | 2,172,400 | $238.1M |
| Northwestern Mutual Investment Management Company, LLC | 3.62% | Reduce -37.7% | 2,144,774 | $235.1M |
| Barclays PLC | 0.09% | Add +119.6% | 2,119,450 | $232.3M |
| Northern Trust Corp. | 0.03% | Reduce -32.7% | 2,097,592 | $229.9M |
| Assetmark, Inc. | 0.53% | Add +0.1% | 2,041,487 | $223.8M |
| Migdal Insurance & Financial Holdings Ltd. | 2.56% | No change | 1,965,000 | $215.4M |
| JPMorgan Chase & Co. | 0.01% | Add +82.9% | 1,852,569 | $203.1M |
| Prudential Financial Inc. | 0.23% | Reduce -1.4% | 1,659,426 | $181.9M |
| Mutual of America Capital Management LLC | 1.86% | No change | 1,578,140 | $173.0M |
| HSBC Holdings PLC | 0.11% | Add +430.4% | 1,574,529 | $172.5M |
| Money Design Co.,Ltd. | 8.43% | Add +6.1% | 1,558,854 | $170.9M |
| Members Trust Co | 5.63% | Reduce -3.6% | 1,491,422 | $163.5M |
| Principal Financial Group Inc. | 0.07% | Add +56.7% | 1,285,000 | $140.8M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -0.6% | 1,238,416 | $135.7M |
| Schroder Investment Management Group | 0.11% | Reduce -28.7% | 1,204,783 | $132.1M |
| BNP Paribas | 4.26% | Add +420.8% | 1,196,854 | $131.2M |
| Royal Bank of Canada | 0.02% | Reduce -21.6% | 1,150,753 | $126.1M |
| FMR LLC | 0.01% | Reduce -69.5% | 1,040,634 | $114.1M |
| Bridgewater Associates | 0.46% | Add +1.1% | 1,035,300 | $113.5M |
| Raymond James Financial Inc. | 0.04% | Reduce -3.5% | 942,827 | $103.3M |
| MetLife Investment Management, LLC | 0.61% | Reduce -1.2% | 941,560 | $103.2M |
| Prudential PLC | 0.62% | Add +58.5% | 925,429 | $101.4M |
| Cetera Investment Advisers | 0.17% | Add +10.8% | 917,684 | $100.6M |
| Stifel Financial Corp. | 0.10% | Reduce -14.8% | 915,075 | $100.3M |
| MML Investors Services, LLC | 0.28% | Add +6.4% | 898,630 | $98.5M |
| Allspring Global Investments Holdings, LLC | 0.16% | Add +11.9% | 892,850 | $97.9M |
| SG Americas Securities, LLC | 0.42% | Add +39975.2% | 859,213 | $94.2M |
| NYL Investors LLC | 26.55% | Reduce -89.2% | 839,925 | $92.1M |
| Man Group plc | 0.20% | Add +9.5% | 807,256 | $88.5M |
| Valmark Advisers, Inc. | 1.23% | Add +2.1% | 804,299 | $88.2M |
| Hudson Bay Capital Management LP | 0.63% | New | 780,000 | $85.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.29% | Reduce -25.7% | 753,238 | $82.6M |
| iA Global Asset Management Inc. | 1.09% | No change | 661,200 | $72.5M |
| Country Trust Bank | 1.62% | No change | 660,323 | $72.4M |
| Osaic Holdings, Inc. | 0.12% | Add +46.3% | 635,584 | $69.5M |
| Truist Financial Corp. | 0.10% | Add +71.4% | 627,280 | $68.8M |
| GDS Wealth Management | 4.98% | Reduce -5.4% | 622,867 | $68.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -24.3% | 597,456 | $65.5M |
| Point72 Europe (London) LLP | 3.08% | New | 545,000 | $59.7M |
| State of New Jersey Common Pension Fund D | 0.22% | No change | 510,991 | $56.0M |
| Creative Planning | 0.04% | Reduce -0.2% | 469,568 | $51.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.11% | Add +112.0% | 443,905 | $48.7M |
| SIH Partners, LLLP | 4.36% | New | 419,386 | $46.0M |
| Janus Henderson Group PLC | 0.02% | Add +1.5% | 391,902 | $43.0M |
| Park Avenue Securities LLC | 0.39% | New | 390,168 | $42.8M |
| O'shaughnessy Asset Management, LLC | 0.29% | Add +15.5% | 385,977 | $42.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.08% | No change | 350,825 | $38.5M |
| USA Financial Formulas | 6.51% | Add +12.9% | 347,983 | $38.1M |
| HighTower Advisors, LLC | 0.05% | Add +10.0% | 339,758 | $37.2M |
| Marshall Wace, LLP | 0.04% | Reduce -56.7% | 334,200 | $36.6M |
| Focus Partners Wealth | 0.08% | Reduce -2.8% | 331,338 | $36.3M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Reduce -12.7% | 328,023 | $36.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.40% | Add +0.4% | 318,275 | $34.9M |
| Citigroup Inc. | 0.02% | Reduce -48.0% | 318,221 | $34.9M |
| Sigma Planning Corp | 1.04% | Reduce -0.6% | 315,901 | $34.6M |
| Stratos Investment Management, LLC | 1.53% | Add +2.6% | 304,833 | $33.4M |
| Millennium Management | 0.03% | Add +553.3% | 304,782 | $33.4M |
| Clark Capital Management Group, Inc. | 0.22% | Add +94.5% | 290,853 | $31.9M |
| Ritholtz Wealth Management | 0.70% | Add +9.1% | 290,638 | $31.9M |
| Jefferies Financial Group Inc. | 0.53% | Add +1109.5% | 280,135 | $30.7M |
| Arax Advisory Partners | 1.39% | Add +4.5% | 276,008 | $30.3M |
| CIBC Private Wealth Group LLC | 0.05% | Add +17.3% | 263,397 | $28.9M |
| Cheviot Value Management, LLC | 3.24% | Add +6.0% | 258,320 | $28.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -80.0% | 257,560 | $28.2M |
| Constellation Investments, Inc. | 1.26% | No change | 249,317 | $27.3M |
| Westshore Wealth, LLC | 10.28% | Add +4.0% | 243,851 | $26.7M |
| Joule Financial, LLC | 8.64% | Add +2.2% | 242,784 | $26.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.1% | 238,067 | $26.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.24% | Add +5.0% | 237,585 | $26.0M |
| Kingsview Wealth Management, LLC | 0.44% | Add +3.1% | 236,571 | $25.9M |
| Equitable Holdings, Inc. | 0.21% | Add +10.5% | 236,539 | $25.9M |
| American Family Investments, Inc. | 1.38% | New | 230,000 | $25.2M |
| TD Asset Management Inc | 0.02% | Reduce -21.6% | 223,369 | $24.5M |
| Keybank National Association | 0.09% | Reduce -7.1% | 221,950 | $24.3M |
| Leo Wealth, LLC | 1.88% | Add +158.0% | 220,779 | $24.2M |
| Wela Strategies, Inc. | 9.55% | Add +0.5% | 220,689 | $24.2M |
| Mackenzie Financial Corp. | 0.03% | Add +0.4% | 214,000 | $23.5M |
| Modern Wealth Management, LLC | 0.57% | New | 211,318 | $23.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +17.0% | 194,186 | $23.1M |
| Regal Investment Advisors LLC | 1.72% | Add +1.5% | 209,214 | $22.9M |
| Alpha Cubed Investments, LLC | 0.87% | Add +16.9% | 208,215 | $22.8M |
| Atria Investments, Inc | 0.27% | Reduce -52.5% | 207,684 | $22.8M |
| TD Private Client Wealth LLC | 0.55% | Add +3.7% | 204,954 | $22.5M |
| Daiichi Life Insurance Co., Ltd. | 0.63% | Add +17.2% | 204,000 | $22.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +0.6% | 201,553 | $22.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -40.3% | 198,603 | $21.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -38.3% | 197,446 | $21.6M |
| Strong Tower Advisory Services | 4.24% | Add +11.2% | 196,194 | $21.5M |
| Alley Investment Management Company, LLC | 2.59% | Reduce -4.4% | 195,238 | $21.4M |
| Silphium Asset Management Ltd | 7.58% | New | 194,200 | $21.3M |
| Hilltop Holdings Inc. | 1.33% | Add +1.3% | 189,556 | $20.8M |
| CI Investments Inc. | 0.08% | Add +7.4% | 188,110 | $20.6M |
| Petrus Trust Company, LTA | 2.13% | Reduce -25.8% | 187,374 | $20.5M |
| IHT Wealth Management, LLC | 0.56% | Add +0.3% | 187,361 | $20.5M |
| Readystate Asset Management LP | 1.53% | Reduce -61.5% | 185,058 | $20.3M |
| Walleye Capital LLC | 0.21% | Reduce -54.0% | 184,189 | $20.2M |
| Scotia Capital Inc. | 0.09% | Reduce -11.1% | 181,504 | $19.9M |
| Edmond DE Rothschild Holding S.A. | 0.32% | Add +27.5% | 180,606 | $19.8M |
| Gallagher Fiduciary Advisors, LLC | 0.76% | Add +949.2% | 4,423,192 | $19.7M |
| Canal Capital Management, LLC | 3.01% | Add +0.8% | 174,338 | $19.1M |
| Betterment LLC | 0.04% | Add +4.5% | 170,591 | $18.7M |
| ExodusPoint Capital Management, LP | 0.23% | New | 169,000 | $18.5M |
| Lifeworks Advisors, LLC | 2.75% | Add +0.3% | 168,431 | $18.5M |
| Spahn Wealth & Retirement LLC | 11.69% | Reduce -33.6% | 165,893 | $18.2M |
| DDFG, Inc | 4.56% | Reduce -36.4% | 165,520 | $18.1M |
| Willis Johnson & Associates, Inc. | 1.22% | Add +2.1% | 164,163 | $18.0M |
| Vision Capital Management, Inc. | 2.35% | Add +3.3% | 163,124 | $17.9M |
| Strategic Wealth Partners, Ltd. | 1.37% | — | 158,434 | $17.4M |
| Conning Inc. | 0.62% | Reduce -28.0% | 156,697 | $17.2M |
| Principal Securities, Inc. | 0.32% | Add +141.4% | 156,394 | $17.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Add +40.6% | 154,145 | $16.9M |
| Zacks Investment Management | 0.14% | Add +0.3% | 154,104 | $16.9M |
| Allianz Asset Management GmbH | 0.02% | Add +43.1% | 149,374 | $16.4M |
| Kestra Advisory Services, LLC | 0.08% | Add +10.6% | 147,354 | $16.2M |
| Macquarie Group Ltd. | 0.02% | No change | 144,902 | $15.9M |
| Bank of Montreal | 0.01% | Reduce -11.3% | 141,620 | $15.5M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -7.3% | 140,677 | $15.4M |
| Ssi Investment Management LLC | 6.21% | Reduce -5.7% | 140,599 | $15.4M |
| MAI Capital Management | 0.11% | Reduce -1.0% | 139,094 | $15.2M |
| Towercrest Capital Management | 2.71% | Add +6.6% | 138,636 | $15.2M |
| Mechanics Bank Trust Department | 2.17% | Reduce -10.5% | 138,061 | $15.1M |
| Asset Management One Co., Ltd. | 0.05% | Add +13.4% | 137,280 | $15.0M |
| Oppenheimer & Co. Inc. | 0.20% | Add +6.6% | 136,351 | $14.9M |
| Iron Horse Wealth Management, LLC | 4.32% | Add +0.5% | 133,464 | $14.6M |
| 1607 Capital Partners, LLC | 1.18% | Add +3.7% | 132,510 | $14.5M |
| HMS Capital Management, LLC | 6.47% | Reduce -1.6% | 131,032 | $14.4M |
| Northcape Wealth Management, LLC | 4.33% | Reduce -0.0% | 129,575 | $14.2M |
| Hudson Capital Management LLC | 4.14% | Reduce -0.2% | 129,118 | $14.2M |
| Guggenheim Capital LLC | 0.11% | Add +9.2% | 128,767 | $14.1M |
| Strategic Investment Advisors / MI | 1.37% | Reduce -8.2% | 128,619 | $14.1M |
| Mustico Financial Group, Inc. | 12.94% | — | 127,697 | $14.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +111.2% | 127,303 | $14.0M |
| Providence First Trust Co | 4.85% | Add +0.4% | 125,355 | $13.7M |
| CNO Financial Group, Inc. | 8.47% | No change | 125,000 | $13.7M |
| Fsa Wealth Partners, Inc. | 6.56% | Add +5.3% | 123,939 | $13.6M |
| Mariner Investment Group LLC | 4.93% | New | 123,200 | $13.5M |
| Horizon Investments, LLC | 0.21% | Add +344.4% | 123,631 | $13.4M |
| Tudor Investment Corporation | 0.10% | Add +65.0% | 120,562 | $13.2M |
| Daiwa Securities Group Inc. | 0.05% | Add +2.0% | 119,860 | $13.1M |
| Fifth Third Bancorp | 0.05% | Reduce -2.5% | 119,303 | $13.1M |
| Lakeridge Wealth Management LLC | 6.00% | Add +5.4% | 119,090 | $13.1M |
| CHB Investment Group, LLC | 6.41% | Reduce -3.0% | 114,723 | $12.6M |
| MTC Wealth Management LLC | 6.03% | Reduce -3.1% | 114,489 | $12.5M |
| Independence Financial Advisors, LLC | 4.78% | Add +2.7% | 112,184 | $12.3M |
| Cresta Advisors, Ltd. | 5.99% | Reduce -8.5% | 112,175 | $12.3M |
| 5th Street Advisors, LLC | 6.08% | Reduce -14.9% | 111,736 | $12.2M |
| Stratos Wealth Partners, LTD. | 0.17% | Add +2.5% | 110,959 | $12.2M |
| Gotham Asset Management | 0.07% | Add +9.3% | 107,796 | $11.8M |
| Insight Wealth Partners, LLC | 6.50% | Reduce -12.0% | 106,939 | $11.7M |
| Net Worth Advisory Group | 2.52% | Add +13.3% | 103,851 | $11.4M |
| IFG Advisory, LLC | 0.57% | Add +0.5% | 103,399 | $11.3M |
| Trajan Wealth LLC | 0.55% | Reduce -3.4% | 103,253 | $11.3M |
| Dai-ichi Life Holdings, Inc. | 13.09% | Reduce -11.6% | 102,642 | $11.2M |
| Baird Financial Group, Inc. | 0.02% | Reduce -43.4% | 101,722 | $11.1M |
| Synovus Financial Corp. | 0.13% | Add +0.2% | 100,209 | $11.0M |
| Toronto Dominion Bank | 0.02% | Reduce -66.7% | 100,000 | $11.0M |
| Centiva Capital, LP | 0.72% | New | 98,553 | $10.8M |
| LPWM LLC | 3.14% | Reduce -1.8% | 98,141 | $10.8M |
| Genus Capital Management Inc. | 1.38% | Add +0.5% | 98,127 | $10.8M |
| Winthrop Capital Management, LLC | 2.70% | Reduce -0.3% | 97,300 | $10.7M |
| Twele Capital Management, Inc. | 2.10% | Add +1.9% | 96,690 | $10.6M |
| Fulton Breakefield Broenniman LLC | 0.71% | Reduce -4.2% | 96,275 | $10.6M |
| Wealthstar Advisors, LLC | 3.94% | Reduce -11.4% | 95,492 | $10.5M |
| Shelter Mutual Insurance Co | 2.42% | No change | 95,196 | $10.4M |
| Curran Financial Partners, LLC | 2.24% | Reduce -36.5% | 92,385 | $10.1M |
| EFG Asset Management (Americas) Corp. | 1.86% | Add +35.0% | 92,130 | $10.1M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -2.4% | 91,401 | $10.0M |
| Topel & Distasi Wealth Management, LLC | 5.20% | Reduce -2.1% | 90,585 | $9.9M |
| Invictus Private Wealth, LLC | 0.67% | Add +23.3% | 89,193 | $9.8M |
| Wayfinding Financial, LLC | 4.33% | Add +24.4% | 88,139 | $9.7M |
| Wesbanco Bank Inc. | 0.29% | Add +1.0% | 88,157 | $9.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.58% | No change | 87,700 | $9.6M |
| Foguth Wealth Management, LLC. | 2.03% | Reduce -21.4% | 86,675 | $9.5M |
| Signal Advisors Wealth, LLC | 0.74% | Reduce -19.4% | 85,956 | $9.4M |
| Donaldson Capital Management, LLC | 0.34% | Add +1.1% | 84,188 | $9.2M |
| TD Waterhouse Canada Inc. | 0.07% | Reduce -20.0% | 83,747 | $9.2M |
| Private Advisor Group, LLC | 0.05% | Add +20.8% | 82,079 | $9.0M |
| Provida Pension Fund Administrator | 0.16% | No change | 81,800 | $9.0M |
| Crabel Capital Management, LLC | 5.41% | Add +116.6% | 80,582 | $8.8M |
| Deutsche Bank AG | 0.00% | Add +6.6% | 79,750 | $8.7M |
| Anfield Capital Management, LLC | 2.86% | Reduce -0.9% | 78,724 | $8.6M |
| Easterly Investment Partners LLC | 0.62% | No change | 78,690 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -37.3% | 78,579 | $8.6M |
| Stephens Inc. | 0.12% | Reduce -0.7% | 77,963 | $8.5M |
| Heartwood Wealth Advisors LLC | 0.88% | Add +0.5% | 77,221 | $8.5M |
| Symmetry Investments LP | 0.71% | New | 77,000 | $8.4M |
| Y.D. More Investments Ltd | 0.58% | Reduce -60.2% | 76,944 | $8.4M |
| WBH Advisory Inc. | 0.71% | Add +6.1% | 76,497 | $8.4M |
| M&T Bank Corp | 0.03% | Reduce -15.3% | 75,660 | $8.3M |
| Jmac Enterprises LLC | 1.77% | Add +15.1% | 75,467 | $8.3M |
| Beta Wealth Group, Inc. | 2.99% | New | 74,462 | $8.2M |
| First American Trust, FSB | 0.65% | Add +18.8% | 74,360 | $8.2M |
| Mariner, LLC | 0.01% | Reduce -1.3% | 74,224 | $8.1M |
| Capstone Investment Advisors, LLC | 0.08% | Add +144.0% | 72,219 | $7.9M |
| Barings LLC | 0.19% | Reduce -35.2% | 71,727 | $7.9M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +3.9% | 71,383 | $7.8M |
| Rothschild Wealth LLC | 1.92% | Add +3.5% | 71,340 | $7.8M |
| Pinkerton Wealth, LLC | 0.93% | New | 70,733 | $7.8M |
| Fiduciary Financial Group, LLC | 1.40% | Add +7.4% | 70,803 | $7.7M |
| Axos Invest Inc. | 5.78% | Reduce -2.7% | 69,804 | $7.7M |
| Nvwm, LLC | 1.85% | Add +14.6% | 69,735 | $7.6M |
| Corient Private Wealth LP | 0.01% | Reduce -54.8% | 69,348 | $7.6M |
| Paloma Partners Management Co | 3.26% | New | 69,073 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.7% | 67,739 | $7.4M |
| Mutual Advisors, LLC | 0.18% | Reduce -2.7% | 67,910 | $7.4M |
| Comerica Bank | 0.03% | Reduce -5.0% | 66,470 | $7.3M |
| Integrated Advisors Network LLC | 0.33% | Reduce -11.4% | 66,288 | $7.3M |
| Keystone Global Partners, LLC | 3.91% | Add +28.2% | 65,469 | $7.2M |
| First Foundation Advisors | 0.27% | Reduce -2.9% | 65,411 | $7.2M |
| Fairvoy Private Wealth, LLC | 1.78% | Add +1.6% | 65,191 | $7.1M |
| Summit Financial, LLC | 0.16% | Reduce -4.3% | 65,183 | $7.1M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -6.0% | 64,064 | $7.0M |
| Insight Wealth Strategies, LLC | 0.88% | Reduce -2.7% | 63,665 | $7.0M |
| Chesapeake Wealth Management | 2.27% | Add +0.7% | 62,114 | $6.8M |
| Cerity Partners LLC | 0.01% | Add +55.4% | 61,630 | $6.8M |
| US Bancorp \de | 0.01% | Add +7.7% | 61,614 | $6.8M |
| Vontobel Holding Ltd. | 0.02% | Add +0.7% | 61,325 | $6.7M |
| Providence Capital Advisors, LLC | 1.22% | Add +2.3% | 60,433 | $6.6M |
| Captrust Financial Advisors | 0.01% | Reduce -30.6% | 60,157 | $6.6M |
| Central Pacific Bank - Trust Division | 0.87% | Reduce -9.9% | 60,045 | $6.6M |
| Aozora Bank, LTD. | 6.78% | No change | 60,000 | $6.6M |
| Balefire, LLC | 1.43% | Reduce -0.5% | 59,931 | $6.6M |
| State Street Corp. | 0.00% | Reduce -52.3% | 59,341 | $6.5M |
| Modus Advisors, LLC | 1.92% | Add +2.5% | 58,890 | $6.5M |
| Welch & Forbes LLC | 0.08% | Reduce -2.5% | 58,745 | $6.4M |
| Alliance Wealth Management Group | 1.64% | Add +3.8% | 58,617 | $6.4M |
| Police & Firemen's Retirement System of New Jersey | 0.06% | No change | 58,100 | $6.4M |
| Rwa Wealth Partners, LLC | 0.08% | Reduce -1.4% | 58,046 | $6.4M |
| First Trust Advisors LP | 0.01% | Add +0.3% | 57,282 | $6.3M |
| Evelyn Partners Investment Management (Europe) Ltd | 2.23% | Add +1.1% | 56,712 | $6.2M |
| Compound Planning, Inc. | 0.23% | Add +10.7% | 55,464 | $6.1M |
| Jane Street Group, LLC | 0.01% | Reduce -93.7% | 55,383 | $6.1M |
| Midwest Financial Group LLC | 3.18% | Reduce -15.3% | 55,195 | $6.0M |
| Atria Wealth Solutions, Inc. | 0.14% | Reduce -57.4% | 54,882 | $6.0M |
| Idaho Trust Co | 2.14% | Reduce -3.7% | 54,527 | $6.0M |
| Sax Wealth Advisors, LLC | 0.36% | Add +8.6% | 54,457 | $6.0M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -2.3% | 54,322 | $6.0M |
| Flputnam Investment Management Co. | 0.10% | Add +2.4% | 54,115 | $5.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +17.1% | 53,137 | $5.8M |
| NewEdge Advisors, LLC | 0.03% | Add +50.5% | 52,109 | $5.7M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -26.6% | 52,065 | $5.7M |
| Capital Investment Advisors, LLC | 0.10% | Add +0.2% | 51,710 | $5.7M |
| Two Sigma Securities, LLC | 0.69% | Add +1849.6% | 51,294 | $5.6M |
| NewEdge Wealth, LLC | 0.09% | Reduce -3.1% | 51,093 | $5.6M |
| David J Yvars Group | 3.19% | Add +453.4% | 49,727 | $5.5M |
| Fifth Third Securities, Inc. | 0.40% | Add +5.6% | 48,678 | $5.3M |
| Pinnacle Financial Partners Inc | 0.11% | Reduce -13.8% | 48,518 | $5.3M |
| Exencial Wealth Advisors, LLC | 0.18% | Reduce -26.7% | 47,125 | $5.2M |
| Turn8 Private Wealth Inc. | 3.66% | Reduce -0.1% | 46,239 | $5.1M |
| Allstate Corp. | 0.36% | Reduce -72.4% | 46,010 | $5.0M |
| Red Wave Investments LLC | 1.65% | Reduce -0.9% | 45,688 | $5.0M |
| Two Sigma Investments, LP | 0.01% | New | 45,555 | $5.0M |
| Bar Harbor Wealth Management | 0.32% | Reduce -3.0% | 45,288 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -29.2% | 44,212 | $4.8M |
| Pines Wealth Management, LLC | 1.71% | Add +1.8% | 44,394 | $4.8M |
| SevenBridge Financial Group, LLC | 0.83% | Reduce -25.9% | 42,994 | $4.7M |
| BCS Private Wealth Management, Inc. | 1.77% | — | 42,910 | $4.7M |
| Fairview Capital Investment Management, LLC | 0.24% | Reduce -10.3% | 42,460 | $4.7M |
| Founders Financial Securities LLC | 0.35% | Add +10.6% | 41,714 | $4.6M |
| Camden National Bank | 0.65% | Add +4.7% | 40,991 | $4.5M |
| Freedom Investment Management, Inc. | 0.36% | Reduce -5.7% | 40,795 | $4.5M |
| Madrid Financial Services | 3.01% | Reduce -14.2% | 40,517 | $4.4M |
| IPG Investment Advisors LLC | 0.86% | Add +532.1% | 40,186 | $4.4M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -52.6% | 40,000 | $4.4M |
| Rochester Wealth Strategies, LLC | 3.11% | Reduce -17.8% | 39,530 | $4.3M |
| Burns J W & Co. Inc. | 0.52% | Reduce -6.8% | 39,267 | $4.3M |
| SBI Securities Co., Ltd. | 0.12% | Add +6.9% | 39,159 | $4.3M |
| Graypoint LLC | 0.24% | Reduce -5.7% | 38,887 | $4.3M |
| Cornerstone Management, Inc. | 0.74% | Reduce -0.1% | 38,764 | $4.2M |
| Full Sail Capital, LLC | 0.24% | Reduce -3.5% | 38,068 | $4.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -2.2% | 37,814 | $4.1M |
| James Investment Research, Inc. | 0.49% | Reduce -3.0% | 37,788 | $4.1M |
| Lantern Wealth Advisors, LLC | 2.45% | — | 37,582 | $4.1M |
| Herold Advisors, Inc. | 0.86% | Add +3.8% | 37,306 | $4.1M |
| Ssa Swiss Advisors AG | 1.96% | Reduce -2.3% | 37,393 | $4.1M |
| Plan Group Financial, LLC | 1.34% | Reduce -28.2% | 37,081 | $4.1M |
| Evolution Wealth Advisors, LLC | 0.59% | Reduce -1.4% | 36,556 | $4.0M |
| IMC-Chicago, LLC | 0.10% | New | 36,502 | $4.0M |
| Advisory Services Network, LLC | 0.06% | Add +7.7% | 36,568 | $4.0M |
| Sagil Capital LLP | 2.14% | New | 36,200 | $4.0M |
| PKS Advisory Services, LLC | 0.97% | Reduce -8.5% | 35,846 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +18.4% | 35,553 | $3.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -10.6% | 35,358 | $3.9M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -46.3% | 35,159 | $3.9M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -7.9% | 35,102 | $3.8M |
| Brevan Howard Capital Management LP | 0.04% | New | 35,000 | $3.8M |
| Sowell Financial Services LLC | 0.16% | Add +0.3% | 34,778 | $3.8M |
| Heritage Wealth Management, Inc. | 2.88% | Add +3.9% | 34,662 | $3.8M |
| Syntax Research, Inc. | 2.68% | Add +13.9% | 34,468 | $3.8M |
| Cwm, LLC | 0.01% | Add +8.8% | 34,350 | $3.8M |
| Joseph P. Lucia & Associates, LLC | 1.53% | Add +1.1% | 34,004 | $3.7M |
| BTG Pactual Asset Management US LLC | 0.50% | Add +5.2% | 33,833 | $3.7M |
| Independent Solutions Wealth Management, LLC | 0.72% | Reduce -0.5% | 33,581 | $3.7M |
| Capital Analysts, LLC | 0.12% | Add +1.4% | 33,471 | $3.7M |
| Tme Financial, Inc. | 2.95% | Add +24.7% | 33,291 | $3.6M |
| Alpha Wealth Funds, LLC | 3.39% | Add +37.4% | 33,107 | $3.6M |
| Lanark Financial, Inc. | 0.29% | Reduce -3.2% | 32,763 | $3.6M |
| Rovin Capital /Ut/ | 1.04% | Reduce -59.5% | 31,226 | $3.4M |
| Westwood Holdings Group Inc. | 0.02% | Reduce -4.5% | 30,866 | $3.4M |
| Wescott Financial Advisory Group, LLC | 0.32% | Add +5.3% | 30,803 | $3.4M |
| Prelude Capital Management, LLC | 0.33% | New | 30,730 | $3.4M |
| Mma Asset Management LLC | 1.28% | Add +8.7% | 30,420 | $3.3M |
| Corepath Wealth Partners LLC | 2.81% | Add +5.5% | 30,532 | $3.3M |
| AMG National Trust Bank | 0.09% | Reduce -12.9% | 30,209 | $3.3M |
| CoreCap Advisors, LLC | 0.13% | Reduce -23.9% | 29,838 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -1.3% | 29,771 | $3.3M |
| Mokosak Advisory Group, LLC | 0.91% | Reduce -4.1% | 29,388 | $3.2M |
| TT Capital Management LLC | 2.61% | Add +0.0% | 29,335 | $3.2M |
| Roberts Financial Services LLC | 1.10% | Reduce -22.7% | 29,160 | $3.2M |
| Frank, Rimerman Advisors LLC | 0.21% | Reduce -0.8% | 29,075 | $3.2M |
| Calton & Associates, Inc. | 0.55% | Add +9.6% | 29,070 | $3.2M |
| Anchor Capital Advisors LLC | 0.09% | Reduce -0.6% | 29,065 | $3.2M |
| Farrell Financial LLC | 2.12% | Reduce -0.6% | 28,762 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -24.1% | 28,721 | $3.1M |
| Apella Capital, LLC | 0.08% | New | 28,790 | $3.1M |
| Flagship Private Wealth, LLC | 1.32% | Add +3.8% | 28,429 | $3.1M |
| Cohen & Steers, Inc. | 0.01% | Add +0.0% | 28,398 | $3.1M |
| Tompkins Financial Corp. | 0.29% | Add +13.2% | 28,334 | $3.1M |
| Commerce Bank | 0.02% | Add +0.8% | 27,967 | $3.1M |
| Argyle Capital Partners, LLC | 2.49% | Add +5.5% | 27,592 | $3.0M |
| Eukles Asset Management | 1.23% | Reduce -1.0% | 27,451 | $3.0M |
| Transamerica Financial Advisors, LLC | 0.28% | Add +1.6% | 27,409 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +23.6% | 27,362 | $3.0M |
| Union Bancaire Privee, UBP SA | 0.04% | No change | 27,764 | $3.0M |
| Waterloo Capital, L.P. | 0.24% | Add +1005.5% | 26,785 | $2.9M |
| KG Capital Management | 0.86% | Add +3.5% | 26,570 | $2.9M |
| Waverly Advisors, LLC | 0.03% | Add +200.9% | 26,482 | $2.9M |
| Keel Point, LLC | 0.19% | Reduce -4.1% | 26,418 | $2.9M |
| CV Advisors LLC | 0.89% | Reduce -6.3% | 26,400 | $2.9M |
| Regions Financial Corp. | 0.02% | Add +4.2% | 26,283 | $2.9M |
| One Wealth Advisors, LLC | 0.40% | Add +1.5% | 26,205 | $2.9M |
| Baker Avenue Asset Management, LP | 0.08% | Reduce -1.7% | 26,016 | $2.9M |
| Invst, LLC | 0.35% | Reduce -12.6% | 25,676 | $2.8M |
| Note Advisors, LLC | 1.94% | Add +3.6% | 25,595 | $2.8M |
| Ironwood Financial, llc | 0.60% | No change | 25,758 | $2.8M |
| Spectrum Strategic Capital Management, LLC | 1.78% | Reduce -13.9% | 25,475 | $2.8M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -0.5% | 25,278 | $2.8M |
| LYNX Capital Group Ltd. | 1.32% | Add +0.0% | 25,021 | $2.7M |
| New England Asset Management Inc. | 0.45% | No change | 25,000 | $2.7M |
| MFG Wealth Management, Inc. | 2.31% | Reduce -33.8% | 24,998 | $2.7M |
| Jacobi Capital Management LLC | 0.18% | Add +4.0% | 24,803 | $2.7M |
| Pacifica Partners Inc. | 1.10% | Add +0.2% | 24,820 | $2.7M |
| Crews Bank & Trust | 0.42% | Reduce -9.7% | 24,526 | $2.7M |
| Alterna Wealth Management, Inc. | 2.14% | Add +10.7% | 24,418 | $2.7M |
| CVFG LLC | 2.12% | Add +7.7% | 24,378 | $2.7M |
| Clearstead Advisors, LLC | 0.04% | Reduce -1.3% | 24,376 | $2.7M |
| Constant Guidance Financial LLC | 2.68% | Reduce -4.9% | 24,360 | $2.7M |
| Interactive Financial Advisors, Inc. | 1.29% | Reduce -2.4% | 24,181 | $2.7M |
| Seamount Financial Group Inc. | 1.36% | Add +4.1% | 24,048 | $2.6M |
| Bishop & Co Investment Management, LLC | 0.94% | Reduce -30.9% | 23,891 | $2.6M |
| MIdWestOne Financial Group, Inc. | 0.34% | Reduce -33.0% | 23,834 | $2.6M |
| Duncker Streett & Co. Inc. | 0.47% | Reduce -2.5% | 23,673 | $2.6M |
| &partners | 0.02% | Add +46.1% | 23,459 | $2.6M |
| Citizens Financial Group Inc. | 0.04% | Reduce -2.8% | 23,346 | $2.6M |
| J.Safra Asset Management Corp | 0.18% | Add +2.0% | 23,330 | $2.6M |
| Sovran Advisors, LLC | 0.26% | Add +5.5% | 23,101 | $2.5M |
| Wooster Corthell Wealth Management, Inc. | 0.46% | Reduce -17.9% | 22,625 | $2.5M |
| Bulltick Wealth Management, LLC | 0.61% | Reduce -62.6% | 22,490 | $2.5M |
| Franklin Resources Inc. | 0.00% | Reduce -3.8% | 22,112 | $2.4M |
| Avior Wealth Management, LLC | 0.08% | Reduce -3.3% | 22,025 | $2.4M |
| Flagstar Securities, Inc. | 0.67% | Add +10.5% | 22,012 | $2.4M |
| Clarus Wealth Advisors | 1.11% | Add +2.7% | 22,128 | $2.4M |
| Aspiriant, LLC | 0.08% | New | 21,626 | $2.4M |
| Mgo One Seven LLC | 0.08% | Reduce -1.9% | 21,498 | $2.4M |
| Brady Family Wealth, LLC | 0.72% | Reduce -0.6% | 21,274 | $2.3M |
| Foundations Investment Advisors, LLC | 0.04% | Add +377.5% | 21,262 | $2.3M |
| Sig Brokerage, LP | 0.63% | New | 20,848 | $2.3M |
| Arrien Investments, Inc. | 1.43% | Add +6.9% | 20,620 | $2.3M |
| ShoreHaven Wealth Partners, LLC | 0.92% | Add +23.6% | 20,597 | $2.3M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -12.6% | 20,435 | $2.2M |
| BankPlus Wealth Management LLC | 1.48% | Add +23.5% | 20,370 | $2.2M |
| Gladwyn Financial Advisors, Inc. | 1.71% | — | 20,166 | $2.2M |
| Insigneo Advisory Services, LLC | 0.19% | Add +7.5% | 20,134 | $2.2M |
| Squarepoint Ops LLC | 0.00% | No change | 20,131 | $2.2M |
| Soros Fund Management | 0.06% | No change | 20,000 | $2.2M |
| DRW Securities, LLC | 0.15% | New | 19,957 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Add +197.1% | 19,854 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +41.6% | 19,655 | $2.2M |
| UMB Bank, n.a. | 0.03% | Reduce -22.7% | 19,589 | $2.1M |
| FineMark National Bank & Trust | 0.07% | Reduce -10.7% | 19,340 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -31.9% | 19,183 | $2.1M |
| CW Advisors, LLC | 0.02% | Reduce -0.8% | 19,119 | $2.1M |
| Brookwood Investment Group LLC | 0.34% | Add +2.4% | 18,983 | $2.1M |
| Viawealth, LLC | 1.23% | Reduce -14.2% | 18,978 | $2.1M |
| Mandatum Life Insurance Co Ltd | 0.54% | No change | 18,802 | $2.1M |
| Lake Street Private Wealth, LLC | 0.29% | Add +6.3% | 18,787 | $2.1M |
| Broyhill Asset Management, LLC | 1.86% | Reduce -15.8% | 18,718 | $2.1M |
| Good Steward Wealth Advisors,LLC | 1.60% | New | 18,610 | $2.0M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -38.5% | 18,456 | $2.0M |
| Perennial Investment Advisors, LLC | 0.20% | Add +14.7% | 18,341 | $2.0M |
| Lighthouse Financial LLC | 1.53% | Add +454.0% | 18,283 | $2.0M |
| Coordinated Financial Services, Inc. | 1.41% | — | 18,256 | $2.0M |
| Aurora Private Wealth, Inc. | 1.48% | Add +0.1% | 18,223 | $2.0M |
| Arcataur Capital Management LLC | 0.62% | Reduce -0.4% | 18,100 | $2.0M |
| Brasada Capital Management, LP | 0.34% | Reduce -7.9% | 18,162 | $2.0M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -30.1% | 17,803 | $2.0M |
| Berkeley Capital Partners, LLC | 0.49% | Reduce -0.0% | 17,770 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -72.7% | 17,683 | $1.9M |
| Ballast, Inc. | 0.50% | Reduce -4.9% | 17,562 | $1.9M |
| Hancock Whitney Corp. | 0.04% | Add +29.6% | 17,496 | $1.9M |
| LexAurum Advisors, LLC | 0.30% | No change | 17,451 | $1.9M |
| Nwam LLC | 0.11% | Add +72.9% | 17,207 | $1.9M |
| Edge Financial Advisors LLC | 0.98% | Reduce -36.2% | 17,002 | $1.9M |
| Cosner Financial Group, LLC | 1.03% | Reduce -0.1% | 16,811 | $1.8M |
| National Bank of Canada | 0.00% | Reduce -16.3% | 16,533 | $1.8M |
| Bcwm, LLC | 0.57% | Reduce -5.0% | 16,517 | $1.8M |
| Marex Group Ltd | 0.03% | Add +13.4% | 16,380 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.43% | Reduce -25.0% | 16,379 | $1.8M |
| Keystone Wealth Services, LLC | 0.43% | Reduce -0.6% | 16,347 | $1.8M |
| Investment Advisory Group, LLC | 0.54% | Reduce -1.7% | 16,309 | $1.8M |
| Van Hulzen Asset Management, LLC | 0.15% | Add +0.1% | 16,273 | $1.8M |
| Bessemer Group Inc. | 0.00% | Reduce -1.8% | 16,194 | $1.8M |
| Roundview Capital LLC | 0.12% | Reduce -18.0% | 16,125 | $1.8M |
| Advisors Preferred, LLC | 0.29% | New | 16,083 | $1.8M |
| Smartleaf Asset Management LLC | 0.15% | Add +15.9% | 16,078 | $1.8M |
| King Wealth Management Group | 0.24% | Reduce -5.3% | 15,885 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.9% | 15,809 | $1.7M |
| Sonata Capital Group Inc. | 0.69% | Reduce -6.7% | 15,721 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +18.8% | 15,546 | $1.7M |
| Cambridge Advisors Inc. | 0.35% | Add +43.9% | 15,410 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Add +0.5% | 15,386 | $1.7M |
| Headlands Technologies LLC | 0.20% | Reduce -75.7% | 15,070 | $1.7M |
| Legal & General Group Plc | 0.00% | Reduce -87.8% | 15,068 | $1.7M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 15,000 | $1.6M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +0.3% | 14,928 | $1.6M |
| Florin Court Capital LLP | 1.67% | Add +148.3% | 14,900 | $1.6M |
| Ascent Group, LLC | 0.06% | Add +26.1% | 14,518 | $1.6M |
| Warwick Investment Management, Inc. | 0.31% | Reduce -30.3% | 14,369 | $1.6M |
| Allie Family Office LLC | 0.78% | Reduce -10.3% | 14,269 | $1.6M |
| Melfa Wealth Management, Inc. | 0.99% | Add +2.2% | 14,236 | $1.6M |
| Simplicity Wealth,LLC | 0.06% | Add +48.5% | 14,165 | $1.6M |
| Freedom Financial Partners LLC | 0.65% | Reduce -1.3% | 14,153 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +4.9% | 14,108 | $1.5M |
| Running Point Capital Advisors, LLC | 0.43% | Add +3.7% | 14,100 | $1.5M |
| Financial Advocates Investment Management | 0.13% | Reduce -18.9% | 14,085 | $1.5M |
| Financial Sense Advisors, Inc. | 0.38% | Add +2.2% | 14,061 | $1.5M |
| Clear Creek Financial Management, LLC | 0.15% | Reduce -10.6% | 13,914 | $1.5M |
| Copia Wealth Management | 1.28% | Reduce -20.6% | 13,887 | $1.5M |
| Independent Financial Group, LLC | 0.04% | Add +27.4% | 13,833 | $1.5M |
| Center For Asset Management LLC | 0.93% | Add +33.9% | 14,145 | $1.5M |
| Forefront Wealth Partners, LLC | 1.03% | Add +5.2% | 14,007 | $1.5M |
| Uptown Financial Advisors LLC | 1.38% | Reduce -5.3% | 13,526 | $1.5M |
| Arrowroot Family Office, LLC | 0.66% | — | 13,518 | $1.5M |
| Brian Low Financial Group, LLC | 1.38% | — | 13,437 | $1.5M |
| IFP Advisors, Inc | 0.04% | Add +0.9% | 13,426 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -0.1% | 13,360 | $1.5M |
| Disciplined Investments, LLC | 0.62% | Reduce -0.5% | 13,353 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -0.4% | 13,280 | $1.5M |
| True Freedom Investing, LLC | 0.57% | — | 13,179 | $1.4M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -10.7% | 13,485 | $1.4M |
| Fiducient Advisors LLC | 0.18% | Add +2.1% | 13,134 | $1.4M |
| StoneX Group Inc. | 0.07% | Add +4.9% | 13,116 | $1.4M |
| Orleans Capital Management Corp. | 0.75% | Add +0.8% | 12,935 | $1.4M |
| Gries Financial LLC | 0.26% | Reduce -3.4% | 12,871 | $1.4M |
| CMG Global Holdings, LLC | 0.73% | Reduce -0.7% | 12,835 | $1.4M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -11.5% | 12,568 | $1.4M |
| Blair William & Co. | 0.00% | Add +20.1% | 12,401 | $1.4M |
| Banco Santander, S.A. | 0.01% | Reduce -40.7% | 12,388 | $1.4M |
| Silverlake Wealth Management LLC | 0.40% | Add +1.9% | 12,252 | $1.3M |
| AlTi Global, Inc. | 0.03% | New | 12,271 | $1.3M |
| Simon Quick Advisors, LLC | 0.07% | New | 12,087 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +1.3% | 12,070 | $1.3M |
| Abacus Wealth Partners, LLC | 0.20% | New | 12,024 | $1.3M |
| TFB Advisors LLC | 0.34% | Add +1.6% | 11,943 | $1.3M |
| Arrow Investment Advisors, LLC | 1.26% | No change | 11,860 | $1.3M |
| Exchange Traded Concepts, LLC | 0.02% | Add +3.5% | 11,748 | $1.3M |
| Icon Wealth Advisors, LLC | 0.09% | Reduce -4.2% | 11,744 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +9.1% | 11,716 | $1.3M |
| First International Bank of Israel Ltd. | 0.75% | — | 11,662 | $1.3M |
| 1832 Asset Management L.P. | 0.00% | Reduce -22.2% | 11,647 | $1.3M |
| RFG Advisory, LLC | 0.03% | Reduce -35.0% | 11,617 | $1.3M |
| Eq LLC | 0.49% | Reduce -81.1% | 11,607 | $1.3M |
| GC Wealth Management RIA, LLC | 0.10% | Reduce -0.3% | 11,491 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.52% | Add +2.2% | 11,468 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.17% | Reduce -11.1% | 11,448 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Add +0.8% | 11,380 | $1.2M |
| Ocean Park Asset Management, LLC | 0.04% | No change | 11,353 | $1.2M |
| Adams Asset Advisors, LLC | 0.18% | Add +246.2% | 11,180 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | Reduce -0.1% | 11,147 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -30.7% | 11,113 | $1.2M |
| American Financial & Tax Strategies Inc. | 0.63% | Reduce -14.5% | 11,102 | $1.2M |
| Van Strum & Towne Inc. | 0.38% | Reduce -4.0% | 10,972 | $1.2M |
| Intergy Private Wealth, LLC | 0.41% | Add +20.5% | 10,910 | $1.2M |
| VestGen Investment Management | 0.85% | Reduce -7.9% | 10,841 | $1.2M |
| Riggs Asset Managment Co. Inc. | 0.29% | Reduce -1.9% | 10,833 | $1.2M |
| Laurel Wealth Advisors LLC | 0.17% | Reduce -1.8% | 10,647 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -31.5% | 10,633 | $1.2M |
| Hollencrest Capital Management | 0.05% | Reduce -5.3% | 10,421 | $1.1M |
| GWN Securities Inc. | 0.21% | Reduce -87.8% | 10,385 | $1.1M |
| Magnus Financial Group LLC | 0.10% | Reduce -10.6% | 10,381 | $1.1M |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -89.1% | 10,372 | $1.1M |
| Alteri Wealth LLC | 0.44% | Add +16.6% | 10,361 | $1.1M |
| Evergreen Capital Management LLC | 0.03% | Reduce -4.3% | 10,281 | $1.1M |
| Strategy Asset Managers LLC | 0.21% | Add +0.2% | 10,253 | $1.1M |
| Birch Financial Group, LLC | 0.89% | Add +40.6% | 10,142 | $1.1M |
| Savvy Advisors, Inc. | 0.07% | Add +100.0% | 10,140 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | — | 10,074 | $1.1M |
| Camelot Technology Advisors, Inc. | 0.95% | Add +0.4% | 9,992 | $1.1M |
| WealthShield Partners, LLC | 0.13% | Reduce -8.9% | 9,930 | $1.1M |
| Family Capital Management, Inc. | 0.57% | Reduce -2.2% | 9,903 | $1.1M |
| Renaissance Technologies | 0.00% | New | 9,900 | $1.1M |
| Ledyard National Bank | 0.10% | No change | 9,644 | $1.1M |
| Rathbones Group PLC | 0.00% | Add +0.8% | 9,583 | $1.1M |
| Verus Capital Partners, LLC | 0.09% | Reduce -2.0% | 9,550 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +9.0% | 9,430 | $1.0M |
| Wealth Advisory Solutions, LLC | 0.26% | Add +15.5% | 9,262 | $1.0M |
| Bellecapital International Ltd. | 0.18% | No change | 9,173 | $1.0M |
| HighMark Wealth Management LLC | 0.48% | New | 9,014 | $988K |
| Diversify Advisory Services, LLC | 0.04% | Add +18.6% | 9,003 | $987K |
| Roger Wittlin Investment Advisory, LLC | 0.55% | Add +1.2% | 9,004 | $987K |
| World Investment Advisors | 0.02% | Reduce -30.9% | 9,003 | $987K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -1.4% | 9,000 | $986K |
| Wealth Alliance, LLC | 0.11% | Reduce -2.8% | 8,925 | $978K |
| Natixis | 0.00% | Reduce -37.7% | 8,922 | $978K |
| BLB&B Advisors, LLC | 0.05% | Reduce -8.6% | 8,882 | $974K |
| Sincerus Advisory, LLC | 0.91% | Reduce -5.2% | 8,908 | $971K |
| Innealta Capital, LLC | 0.51% | Reduce -2.7% | 8,754 | $960K |
| Lido Advisors, LLC | 0.01% | Reduce -7.0% | 8,721 | $956K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +1.6% | 8,635 | $946K |
| Lifestyle Asset Management, Inc. | 0.44% | New | 8,587 | $941K |
| Thrive Capital Management, LLC | 0.29% | New | 8,582 | $941K |
| GeoWealth Management, LLC | 0.04% | Add +1.4% | 8,569 | $939K |
| FreeGulliver LLC | 0.43% | No change | 8,460 | $927K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -77.4% | 8,414 | $922K |
| CBIZ Investment Advisory Services, LLC | 0.04% | No change | 8,402 | $921K |
| Focus Financial Network, Inc. | 0.04% | Reduce -0.3% | 8,368 | $917K |
| Private Advisory Group LLC | 0.08% | New | 8,256 | $905K |
| Tempus Wealth Planning, LLC | 0.22% | Add +0.2% | 8,219 | $901K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -4.2% | 8,142 | $892K |
| Brown Brothers Harriman & Co. | 0.01% | Add +5.4% | 8,115 | $889K |
| Capitol Family Office, Inc. | 1.16% | Add +1.3% | 8,102 | $888K |
| Founders Financial Alliance, LLC | 0.20% | Reduce -7.5% | 8,077 | $885K |
| Life Planning Partners, Inc | 0.70% | Reduce -10.1% | 8,046 | $882K |
| Cypress Financial Planning LLC | 0.29% | Add +1.4% | 8,018 | $879K |
| Venture Visionary Partners LLC | 0.03% | Add +81.2% | 8,015 | $879K |
| Diversified Enterprises, LLC | 0.07% | Reduce -29.2% | 7,969 | $873K |
| Moors & Cabot, Inc. | 0.04% | Reduce -4.3% | 7,867 | $862K |
| Clarendon Private LLC | 0.83% | Add +11.8% | 7,865 | $862K |
| Texas Bank & Trust Co | 0.34% | No change | 7,782 | $853K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -9.3% | 7,680 | $842K |
| Indiana Trust & Investment Management Co | 0.28% | Reduce -9.5% | 7,677 | $841K |
| Wealthgarden F.S. LLC | 0.70% | Add +2.0% | 7,696 | $840K |
| Main Street Financial Solutions, LLC | 0.06% | Add +1.1% | 7,652 | $839K |
| Csenge Advisory Group | 0.04% | Add +3.3% | 7,767 | $837K |
| Investment House LLC | 0.04% | No change | 7,565 | $829K |
| City State Bank | 0.25% | Add +7.2% | 7,410 | $812K |
| Private Trust Co. NA | 0.08% | Reduce -23.9% | 7,401 | $811K |
| Cascade Financial Partners, LLC | 0.10% | Reduce -1.4% | 7,399 | $811K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -5.7% | 7,379 | $809K |
| RDA Financial Network | 0.22% | Reduce -2.5% | 7,374 | $808K |
| Ofc Financial Planning, LLC | 0.85% | No change | 7,338 | $804K |
| D.A. Davidson & Co. | 0.01% | Reduce -31.6% | 7,164 | $785K |
| McDonald Partners LLC | 0.19% | Reduce -6.6% | 7,078 | $776K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -45.0% | 6,964 | $763K |
| Mount Lucas Management LP | 0.36% | Add +0.1% | 6,945 | $761K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +12.3% | 6,934 | $760K |
| High Falls Advisors, Inc | 0.17% | Reduce -35.2% | 6,814 | $747K |
| Norden Group LLC | 0.08% | Add +48.6% | 6,735 | $738K |
| Banque Pictet & Cie SA | 0.01% | No change | 6,683 | $733K |
| Ridgewood Investments LLC | 0.32% | Reduce -4.9% | 6,681 | $732K |
| Cobblestone Capital Advisors LLC | 0.04% | Reduce -45.2% | 6,632 | $727K |
| Titleist Asset Management, LLC | 0.07% | Reduce -0.6% | 6,622 | $726K |
| White Pine Capital LLC | 0.23% | Add +115.8% | 6,552 | $718K |
| Omega Financial Group, LLC | 0.26% | Add +0.2% | 6,540 | $717K |
| Midwestern Financial, LLC | 0.67% | — | 6,529 | $716K |
| Haverford Trust Co | 0.01% | Add +134.7% | 6,518 | $714K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -1.4% | 6,524 | $713K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Add +21.5% | 6,503 | $713K |
| HB Wealth Management, LLC | 0.01% | Add +72.0% | 6,499 | $712K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.0% | 6,403 | $702K |
| Etesian Wealth Advisors, Inc. | 0.26% | Reduce -28.5% | 6,386 | $700K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +30.4% | 6,382 | $700K |
| Everstar Asset Management, LLC | 0.43% | Reduce -5.9% | 6,375 | $699K |
| Rockingstone Advisors LLC | 0.37% | Reduce -13.7% | 6,375 | $699K |
| Kaizen Financial Strategies | 0.36% | Add +6.4% | 6,356 | $697K |
| Quadrant Private Wealth Management, LLC | 0.14% | Reduce -46.0% | 6,348 | $696K |
| Greenup Street Wealth Management LLC | 0.12% | Add +2.0% | 6,297 | $690K |
| Arlington Capital Management, Inc. | 0.60% | Add +0.3% | 6,283 | $689K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 6,231 | $683K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -3.8% | 6,219 | $682K |
| Adaptive Financial Consulting, LLC | 0.28% | Reduce -3.0% | 6,200 | $680K |
| 10Elms LLP | 0.75% | No change | 6,186 | $678K |
| Gouws Capital LLC | 0.41% | No change | 6,178 | $677K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +4.0% | 6,177 | $677K |
| International Private Wealth Advisors LLC | 0.58% | Add +1.1% | 6,135 | $672K |
| Eastern Bank | 0.01% | Reduce -32.4% | 6,119 | $671K |
| Fairscale Capital, LLC | 0.49% | New | 6,116 | $667K |
| AE Wealth Management LLC | 0.00% | Add +20.9% | 6,073 | $666K |
| Fonville Wealth Management LLC | 0.17% | Add +8.8% | 6,066 | $665K |
| Strategic Blueprint, LLC | 0.03% | Reduce -26.6% | 6,051 | $663K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +6.6% | 6,041 | $662K |
| Compass Ion Advisors, LLC | 0.07% | Reduce -4.2% | 6,029 | $661K |
| Lazari Capital Management, Inc. | 0.25% | Add +12.2% | 5,991 | $657K |
| GK Wealth Management LLC | 0.65% | Reduce -10.8% | 5,972 | $655K |
| Allworth Financial LP | 0.00% | Add +48.9% | 5,936 | $651K |
| Creative Financial Designs Inc. | 0.05% | Add +0.8% | 5,890 | $646K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.3% | 5,765 | $632K |
| Finer Wealth Management, Inc. | 0.34% | Reduce -2.0% | 5,763 | $632K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +20.4% | 5,741 | $629K |
| Savant Capital, LLC | 0.00% | Add +2.0% | 5,740 | $629K |
| Sharper & Granite LLC | 0.24% | Reduce -5.8% | 5,700 | $623K |
| Sheets Smith Wealth Management | 0.07% | Reduce -2.0% | 5,671 | $622K |
| Optiver Holding B.V. | 0.02% | Add +108.1% | 5,650 | $619K |
| Independent Family Office, LLC | 0.28% | No change | 5,500 | $603K |
| EP Wealth Advisors, LLC | 0.00% | Add +26.6% | 5,480 | $601K |
| Heritage Trust Co | 0.07% | No change | 5,472 | $600K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -34.8% | 5,433 | $595K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.8% | 5,381 | $590K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -10.8% | 5,303 | $581K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 5,300 | $581K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.7% | 5,279 | $579K |
| Two West Capital Advisors LLC | 0.38% | Add +10.1% | 5,269 | $574K |
| Virtue Capital Management, LLC | 0.11% | Reduce -24.5% | 5,221 | $572K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -2.7% | 5,158 | $565K |
| Lewis Asset Management, LLC | 0.27% | New | 5,144 | $564K |
| Solstein Capital, LLC | 0.29% | Reduce -0.5% | 5,137 | $563K |
| Hohimer Wealth Management, LLC | 0.10% | Add +6.0% | 5,117 | $561K |
| Summa Corp. | 0.29% | Reduce -20.9% | 5,100 | $559K |
| TRUE Private Wealth Advisors | 0.06% | Reduce -2.6% | 5,062 | $555K |
| Neumann Capital Management, LLC | 0.17% | Reduce -52.4% | 4,988 | $547K |
| Afg Fiduciary Services Limited Partnership | 0.35% | No change | 5,000 | $547K |
| Gradient Capital Advisors, LLC | 0.16% | Reduce -1.3% | 4,983 | $546K |
| M3 Advisory Group, LLC | 0.38% | No change | 4,977 | $546K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +27.2% | 4,785 | $525K |
| Hudson Portfolio Management LLC | 0.49% | Add +19.1% | 4,767 | $523K |
| Smallwood Wealth Investment Management, LLC | 0.30% | Reduce -0.3% | 4,741 | $520K |
| Boreal Capital Management LLC | 0.50% | — | 4,740 | $520K |
| Cidel Asset Management Inc. | 0.03% | No change | 4,708 | $516K |
| Axis Wealth Partners, LLC | 0.34% | Reduce -20.7% | 4,679 | $513K |
| McAdam, LLC | 0.03% | Reduce -7.4% | 4,667 | $512K |
| City Center Advisors, LLC | 0.55% | Add +8.6% | 4,661 | $511K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -1.8% | 4,634 | $508K |
| J. W. Coons Advisors, LLC | 0.11% | No change | 4,582 | $502K |
| Independent Advisor Alliance | 0.01% | Add +12.6% | 4,560 | $500K |
| Rock Creek Group LLC | 0.06% | New | 4,500 | $493K |
| Independence Bank of Kentucky | 0.07% | Reduce -1.0% | 4,463 | $489K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.8% | 4,408 | $483K |
| Advyzon Investment Management, LLC | 0.11% | Add +12.4% | 4,408 | $483K |
| Kelly Financial Services LLC | 0.14% | Add +5.7% | 4,382 | $480K |
| Arkadios Wealth Advisors | 0.01% | Reduce -4.8% | 4,381 | $480K |
| Belpointe Asset Management LLC | 0.02% | Reduce -29.6% | 4,369 | $479K |
| Hudock, Inc. | 0.08% | Add +8.7% | 4,367 | $479K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -4.3% | 4,365 | $478K |
| HCR Wealth Advisors | 0.06% | Reduce -11.6% | 4,354 | $477K |
| Peregrine Asset Advisers, Inc. | 0.15% | Add +0.0% | 4,313 | $473K |
| Fiera Capital Corp | 0.00% | Reduce -10.5% | 4,286 | $470K |
| Investments & Financial Planning, LLC | 0.27% | Reduce -1.2% | 4,275 | $469K |
| Summit Financial Consulting LLC | 0.42% | Reduce -97.5% | 4,235 | $464K |
| Claro Advisors Inc. | 0.08% | Reduce -64.9% | 4,232 | $464K |
| Bay Capital Advisors, LLC | 0.35% | Reduce -72.4% | 4,203 | $461K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.4% | 4,195 | $460K |
| Virtus Fixed Income Advisers, LLC | 0.46% | — | 4,195 | $460K |
| Tiemann Investment Advisors, LLC | 0.19% | Reduce -7.8% | 4,173 | $457K |
| Avantra Family Wealth, Inc. | 0.38% | Reduce -2.4% | 4,173 | $457K |
| Triumph Capital Management | 0.14% | Reduce -28.4% | 4,117 | $451K |
| Proficio Capital Partners LLC | 0.03% | No change | 4,086 | $448K |
| Midwest Trust Co | 0.01% | — | 4,072 | $446K |
| Leuthold Group, LLC | 0.05% | New | 4,063 | $445K |
| Atlas Private Wealth Advisors | 0.06% | Reduce -8.6% | 4,049 | $444K |
| Palouse Capital Management, Inc. | 0.30% | Reduce -3.7% | 4,027 | $441K |
| Forte Asset Management LLC | 0.22% | No change | 4,014 | $440K |
| Vision Financial Markets LLC | 0.41% | No change | 4,000 | $438K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -10.2% | 3,959 | $434K |
| Planned Solutions, Inc. | 0.17% | No change | 3,942 | $432K |
| Dorsey Wright & Associates | 0.10% | Reduce -8.2% | 3,937 | $432K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -0.6% | 3,928 | $431K |
| Legacy Edge Advisors, LLC | 0.06% | Add +3.5% | 3,919 | $430K |
| OneAscent Financial Services LLC | 0.03% | Reduce -80.8% | 3,894 | $427K |
| Horst & Graben Wealth Management LLC | 0.07% | Reduce -0.1% | 3,895 | $427K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +18.8% | 3,874 | $425K |
| Old Mission Investment Co LLC | 0.12% | Reduce -0.1% | 3,838 | $421K |
| Peak Financial Management, Inc. | 0.12% | Add +0.1% | 3,811 | $418K |
| Curat Global, LLC | 0.40% | Add +10.2% | 3,789 | $415K |
| Life Line Wealth Management LLC | 0.13% | Reduce -3.0% | 3,757 | $412K |
| Cottage Street Advisors LLC | 0.21% | Add +1.1% | 3,757 | $412K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -3.6% | 3,752 | $412K |
| Portside Wealth Group, LLC | 0.06% | Reduce -7.7% | 3,678 | $403K |
| Shared Vision Wealth Group LLC | 0.20% | Reduce -27.6% | 3,690 | $403K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -7.8% | 3,645 | $400K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.0% | 3,628 | $398K |
| Saiph Capital, LLC | 0.15% | Add +36.1% | 3,616 | $396K |
| Coldstream Capital Management Inc. | 0.01% | No change | 3,616 | $396K |
| ABLE Financial Group, LLC | 0.10% | Reduce -27.4% | 3,606 | $395K |
| Caldwell Trust Co | 0.04% | No change | 3,601 | $395K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.0% | 31,383 | $394K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -28.8% | 3,590 | $394K |
| Western Wealth Management, LLC | 0.02% | Reduce -17.6% | 3,569 | $391K |
| Moser Wealth Advisors, LLC | 0.19% | No change | 3,565 | $391K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -15.3% | 3,539 | $388K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -15.3% | 3,522 | $386K |
| Fiduciary Trust Co | 0.00% | Add +5.7% | 3,497 | $383K |
| Resurgent Financial Advisors LLC | 0.21% | Add +3.6% | 3,469 | $380K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -3.9% | 3,466 | $380K |
| Park Place Capital Corp | 0.09% | Reduce -22.0% | 3,473 | $380K |
| Bokf, NA | 0.01% | Reduce -27.5% | 3,445 | $378K |
| Optimum Investment Advisors | 0.16% | Reduce -9.9% | 3,437 | $377K |
| Phillips Financial Management, LLC | 0.03% | Add +4.4% | 3,437 | $377K |
| Global Assets Advisory, LLC | 0.15% | Reduce -61.9% | 3,444 | $377K |
| NTV Asset Management LLC | 0.04% | Reduce -4.2% | 3,406 | $373K |
| Independent Wealth Network Inc. | 0.14% | Add +0.6% | 3,391 | $372K |
| Mezzasalma Advisors, LLC | 0.11% | No change | 3,386 | $371K |
| Winthrop Advisory Group LLC | 0.04% | Reduce -21.1% | 3,338 | $366K |
| Harmony Asset Management LLC | 0.14% | Add +79.7% | 3,332 | $365K |
| LM Advisors LLC | 0.05% | New | 3,294 | $361K |
| Garden State Investment Advisory Services LLC | 0.10% | New | 3,271 | $359K |
| ProVise Management Group, LLC | 0.03% | No change | 3,272 | $359K |
| Meadow Creek Wealth Advisors LLC | 0.24% | No change | 3,262 | $358K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -14.6% | 3,223 | $353K |
| Sound Income Strategies, LLC | 0.02% | Add +253.4% | 3,198 | $351K |
| Oxinas Partners, LLC | 0.18% | New | 3,188 | $349K |
| Summit Wealth Partners, LLC | 0.07% | Reduce -2.1% | 3,186 | $349K |
| Personal Cfo Solutions, LLC | 0.06% | Add +0.3% | 3,165 | $347K |
| CVA Family Office, LLC | 0.05% | Add +0.1% | 3,153 | $346K |
| Canvas Wealth Advisors, LLC | 0.07% | No change | 3,177 | $346K |
| RMR Capital Management, LLC | 0.25% | Add +1.2% | 3,144 | $345K |
| Fourth Dimension Wealth, LLC | 0.15% | Reduce -31.9% | 3,134 | $344K |
| TSA Wealth Managment LLC | 0.12% | Reduce -5.3% | 3,042 | $333K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Reduce -65.6% | 3,040 | $333K |
| Cresset Asset Management, LLC | 0.00% | Reduce -43.7% | 3,029 | $332K |
| Redwood Investment Management, LLC | 0.03% | Reduce -2.1% | 2,999 | $329K |
| Mission Wealth Management, LP | 0.01% | Add +2.2% | 3,001 | $329K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -11.4% | 2,993 | $328K |
| Guardian Partners Inc. | 0.03% | Add +4.3% | 3,007 | $327K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.6% | 2,943 | $323K |
| Berkshire Money Management, Inc. | 0.03% | Add +27.7% | 2,942 | $322K |
| Composition Wealth, LLC | 0.01% | Add +4.0% | 2,931 | $321K |
| International Assets Investment Management, LLC | 0.03% | Reduce -21.4% | 2,916 | $320K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +6.1% | 2,876 | $315K |
| Tidal Investments LLC | 0.00% | Reduce -63.4% | 2,873 | $314K |
| Brendel Financial Advisors LLC | 0.17% | Add +10.1% | 2,845 | $312K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +0.6% | 2,845 | $312K |
| Maxele Advisors, LLC | 0.27% | Reduce -4.1% | 2,816 | $309K |
| Avaii Wealth Management, LLC | 0.14% | Reduce -0.4% | 2,790 | $306K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -21.6% | 2,744 | $301K |
| TruWealth Advisors, LLC | 0.02% | Reduce -99.4% | 2,741 | $300K |
| IMS Capital Management | 0.14% | Reduce -26.8% | 2,735 | $300K |
| Advisors Asset Management, Inc. | 0.01% | Add +28.4% | 2,712 | $297K |
| OxenFree Capital LLC | 0.18% | Reduce -0.1% | 2,704 | $296K |
| Vermillion & White Wealth Management Group, LLC | 0.19% | No change | 2,674 | $293K |
| NWF Advisory Services Inc. | 0.03% | Reduce -7.6% | 2,654 | $291K |
| Market Street Wealth Management Advisors LLC | 0.05% | No change | 2,650 | $290K |
| Larson Financial Group LLC | 0.01% | Add +0.5% | 2,635 | $289K |
| SVB Wealth LLC | 0.02% | New | 2,628 | $288K |
| Aft, Forsyth & Company, Inc. | 0.15% | Add +0.1% | 2,624 | $288K |
| Invesco Ltd. | 0.00% | Add +3.9% | 2,611 | $286K |
| Riverbend Wealth Management, LLC | 0.22% | New | 2,605 | $286K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -19.2% | 2,602 | $285K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 2,600 | $285K |
| Camarda Financial Advisors, LLC | 0.11% | Add +34.0% | 2,568 | $281K |
| BHK Investment Advisors, LLC | 0.11% | Reduce -3.0% | 2,545 | $279K |
| Richardson Financial Services Inc. | 0.19% | Add +50.4% | 2,542 | $278K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.5% | 2,533 | $278K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,516 | $276K |
| Dimension Capital Management LLC | 0.04% | No change | 2,513 | $275K |
| Texas Yale Capital Corp. | 0.01% | Add +13.6% | 2,504 | $274K |
| MSH Capital Advisors LLC | 0.08% | New | 2,501 | $274K |
| Reliant Investment Partners, LLC | 0.24% | Reduce -0.1% | 2,499 | $274K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +3.8% | 2,496 | $274K |
| Talisman Wealth Advisors LLC | 0.25% | Add +0.0% | 11,167 | $271K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -83.7% | 2,465 | $270K |
| TigerOak Management, L.L.C. | 0.09% | Add +0.1% | 2,458 | $269K |
| TFG Advisers LLC | 0.09% | Reduce -9.0% | 2,447 | $268K |
| Renasant Bank | 0.18% | Reduce -27.8% | 2,444 | $268K |
| Wealth Effects LLC | 0.10% | Add +0.8% | 2,425 | $266K |
| United Asset Strategies, Inc. | 0.02% | New | 2,418 | $265K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.0% | 2,416 | $265K |
| Sandhill Capital Partners LLC | 0.02% | Add +0.1% | 2,415 | $265K |
| WP Advisors, LLC | 0.07% | Add +1.1% | 2,407 | $264K |
| Silver Oak Advisory Group, Inc. | 0.13% | New | 2,400 | $263K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 2,399 | $263K |
| Walker Asset Management, LLC | 0.15% | Reduce -1.5% | 2,396 | $263K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -6.2% | 2,394 | $262K |
| Empirical Asset Management, LLC | 0.08% | Reduce -16.4% | 2,374 | $260K |
| Pioneer Wealth Management Group | 0.10% | New | 2,374 | $260K |
| Naviter Wealth, LLC | 0.03% | Reduce -1.7% | 2,373 | $260K |
| PFG Investments, LLC | 0.02% | Add +8.8% | 2,369 | $260K |
| Wick Capital Partners, LLC | 0.07% | Add +1276.0% | 29,213 | $258K |
| Farringdon Capital, Ltd. | 0.09% | New | 2,345 | $257K |
| Detalus Advisors, LLC | 0.07% | Reduce -37.6% | 2,326 | $255K |
| Chapin Davis, Inc. | 0.07% | Add +0.0% | 2,320 | $254K |
| WMG Financial Advisors, LLC | 0.09% | New | 2,316 | $254K |
| Integrity Alliance, Llc. | 0.01% | Reduce -7.9% | 2,308 | $253K |
| Dumont & Blake Investment Advisors LLC | 0.07% | No change | 2,308 | $253K |
| Cibc World Market Inc. | 0.00% | Reduce -26.1% | 2,307 | $253K |
| HUB Investment Partners, LLC | 0.01% | Add +6.3% | 2,295 | $252K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.0% | 2,281 | $250K |
| Aquire Wealth Advisors, LLC | 0.07% | Reduce -1.2% | 2,263 | $248K |
| Integrated Capital Management, LLC | 0.12% | New | 2,280 | $248K |
| American Trust | 0.02% | New | 2,257 | $247K |
| DAVENPORT & Co LLC | 0.00% | Reduce -6.3% | 2,231 | $245K |
| Obsidian Cio, LLC | 0.04% | Add +3.5% | 2,215 | $243K |
| Red Spruce Capital, LLC | 0.10% | No change | 2,207 | $242K |
| Ancora Advisors LLC | 0.01% | Add +23.2% | 2,191 | $240K |
| Kovack Advisors, Inc. | 0.02% | New | 2,189 | $240K |
| Northwest Bancshares, Inc. | 0.04% | New | 2,174 | $238K |
| Spire Wealth Management | 0.01% | Reduce -0.5% | 2,163 | $237K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -3.0% | 2,151 | $236K |
| Bank Pictet & Cie (Europe) AG | 0.01% | Add +11.6% | 2,129 | $233K |
| AQR Capital Management | 0.00% | New | 2,108 | $231K |
| Breakwater Capital Group | 0.04% | Add +5.8% | 2,105 | $231K |
| Vident Advisory, LLC | 0.00% | No change | 2,100 | $230K |
| Concord Asset Management, LLC | 0.03% | New | 2,095 | $230K |
| Concord Wealth Partners | 0.03% | Reduce -2.0% | 2,095 | $230K |
| Fortis Advisors, LLC | 0.15% | New | 2,085 | $229K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 2,081 | $228K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 2,052 | $225K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 2,037 | $223K |
| Vista Cima Wealth Management LLC | 0.21% | No change | 2,036 | $223K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +1.0% | 2,034 | $223K |
| Berkshire Asset Management LLC | 0.01% | No change | 2,005 | $220K |
| L2 Asset Management, LLC | 0.04% | New | 1,989 | $218K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.3% | 1,972 | $216K |
| Forefront Analytics, LLC | 0.24% | New | 1,975 | $216K |
| RiverGlades Family Offices LLC | 0.14% | No change | 1,966 | $215K |
| Chapman Financial Group, LLC | 0.18% | — | 1,954 | $214K |
| Key Financial Inc | 0.04% | No change | 1,952 | $214K |
| Fortis Capital Management LLC | 0.03% | Reduce -45.7% | 1,951 | $214K |
| Comprehensive Money Management Services LLC | 0.16% | No change | 1,950 | $214K |
| Hoxton Planning & Management, LLC | 0.07% | Reduce -7.5% | 1,950 | $214K |
| Premier Path Wealth Partners, LLC | 0.03% | New | 1,947 | $213K |
| Beacon Financial Group | 0.02% | Reduce -25.5% | 1,947 | $213K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -11.5% | 1,939 | $212K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -27.2% | 1,937 | $212K |
| Addison Capital Co | 0.07% | New | 1,931 | $212K |
| City National Bank of Florida | 0.15% | Reduce -51.0% | 1,910 | $209K |
| Finley Financial, LLC | 0.10% | No change | 1,900 | $208K |
| Acorn Wealth Advisors, LLC | 0.08% | Reduce -69.2% | 1,883 | $206K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -27.9% | 1,876 | $206K |
| CNB Bank | 0.10% | No change | 1,867 | $205K |
| Consolidated Portfolio Review Corp | 0.03% | Reduce -5.0% | 1,852 | $203K |
| Nilsine Partners, LLC | 0.02% | Reduce -26.7% | 1,850 | $203K |
| MMBG Investment Advisors Co. | 0.02% | New | 1,850 | $203K |
| Wedgewood Investors Inc. | 0.23% | No change | 1,848 | $203K |
| Advisory Alpha, LLC | 0.01% | Reduce -11.4% | 1,833 | $201K |
| Rothschild Investment LLC | 0.01% | No change | 1,820 | $199K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -8.8% | 1,802 | $198K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -4.5% | 1,775 | $195K |
| Bank of New Hampshire | 0.05% | No change | 1,661 | $182K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | Reduce -70.2% | 1,645 | $180K |
| City Holding Co. | 0.02% | Reduce -13.9% | 1,633 | $179K |
| Glass Jacobson Investment Advisors llc | 0.07% | Reduce -35.5% | 1,558 | $171K |
| Covestor Ltd | 0.10% | Add +55.8% | 1,510 | $166K |
| Bellwether Advisors, LLC | 0.03% | No change | 1,512 | $166K |
| Consultiva Wealth Management, Corp. | 0.50% | No change | 1,488 | $163K |
| Ameliora Wealth Management Ltd. | 0.06% | No change | 1,475 | $162K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.3% | 1,433 | $157K |
| Operose Advisors LLC | 0.04% | Add +26.7% | 1,430 | $157K |
| Templeton & Phillips Capital Management, LLC | 0.11% | No change | 1,416 | $155K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -48.2% | 1,378 | $151K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 1,360 | $149K |
| NBT Bank, N.A. | 0.01% | No change | 1,324 | $145K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 1,280 | $140K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +4.9% | 1,278 | $140K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -33.7% | 1,220 | $134K |
| Webster Bank, N. A. | 0.01% | Add +22.8% | 1,187 | $130K |
| Boyd Watterson Asset Management LLC | 0.04% | Add +18.4% | 1,143 | $125K |
| Adirondack Trust Co. | 0.05% | No change | 1,138 | $125K |
| Whittier Trust Co. | 0.00% | No change | 1,123 | $123K |
| Powell Investment Advisors, LLC | 0.04% | Reduce -45.3% | 1,063 | $117K |
| Murphy & Mullick Capital Management Corp | 0.09% | No change | 1,066 | $116K |
| Olistico Wealth, LLC | 0.06% | No change | 1,050 | $115K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.7% | 1,003 | $110K |
| Financial Freedom, LLC | 0.06% | Add +1.2% | 952 | $104K |
| Activest Wealth Management | 0.02% | Add +77.4% | 935 | $102K |
| Talon Private Wealth, LLC | 0.01% | Reduce -58.2% | 912 | $100K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -9.0% | 910 | $100K |
| Rialto Wealth Management, LLC | 0.03% | No change | 900 | $99K |
| Front Row Advisors LLC | 0.03% | No change | 888 | $97K |
| Tsfg, LLC | 0.02% | Reduce -13.6% | 835 | $92K |
| Banque Cantonale Vaudoise | 0.00% | Add +235.3% | 798 | $88K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 800 | $88K |
| Barrett & Company, Inc. | 0.03% | No change | 778 | $85K |
| Colonial Trust Co / SC | 0.01% | Add +9.9% | 724 | $79K |
| Park Square Financial Group, LLC | 0.06% | Add +3.3% | 721 | $79K |
| Register Financial Advisors LLC | 0.03% | Reduce -4.9% | 703 | $77K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -10.7% | 698 | $77K |
| North Star Investment Management Corp. | 0.01% | Add +0.7% | 683 | $75K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -56.1% | 682 | $75K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -4.0% | 675 | $74K |
| Blue Trust, Inc. | 0.00% | Reduce -24.6% | 669 | $73K |
| MRP Capital Investments, LLC | 0.05% | No change | 650 | $71K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -38.0% | 636 | $70K |
| Centerpoint Advisors, LLC | 0.02% | No change | 594 | $65K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 593 | $65K |
| NWK Group, Inc. | 0.02% | Reduce -2.5% | 582 | $64K |
| Union Savings Bank | 0.03% | No change | 569 | $62K |
| Security National Bank | 0.01% | No change | 560 | $61K |
| Financial Network Wealth Advisors LLC | 0.07% | Reduce -7.0% | 558 | $61K |
| Transce3nd, LLC | 0.03% | Add +52.8% | 541 | $59K |
| Mechanics Financial Corp | 0.02% | No change | 531 | $58K |
| Salem Investment Counselors Inc. | 0.00% | Add +3.5% | 531 | $58K |
| West Paces Advisors Inc. | 0.01% | No change | 500 | $55K |
| TCTC Holdings, LLC | 0.00% | No change | 500 | $55K |
| Choate Investment Advisors | 0.00% | New | 500 | $55K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 486 | $53K |
| Clearstead Trust, LLC | 0.01% | New | 469 | $51K |
| Global Trust Asset Management, LLC | 0.03% | Reduce -48.7% | 448 | $49K |
| 2UniFi Bank | 0.03% | New | 446 | $49K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +0.7% | 430 | $47K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 427 | $47K |
| Tidemark, LLC | 0.01% | No change | 421 | $46K |
| Mascoma Wealth Management LLC | 0.01% | No change | 420 | $46K |
| Ameriflex Group, Inc. | 0.02% | Reduce -87.5% | 421 | $46K |
| Point72 Asset Management | 0.00% | Reduce -99.6% | 403 | $44K |
| FWL Investment Management, LLC | 0.01% | Reduce -1.3% | 383 | $42K |
| Hemington Wealth Management | 0.01% | No change | 378 | $41K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 368 | $40K |
| Ballast Advisors LLC | 0.01% | No change | 365 | $40K |
| Costello Asset Management, INC | 0.01% | Add +0.6% | 359 | $39K |
| Avion Wealth | 0.01% | No change | 354 | $38K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -2.3% | 344 | $38K |
| Beacon Capital Management, LLC | 0.00% | Reduce -42.9% | 332 | $36K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -34.8% | 324 | $35K |
| Centennial Bank | 0.01% | No change | 314 | $34K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -67.1% | 306 | $34K |
| Bogart Wealth, LLC | 0.00% | Reduce -41.0% | 297 | $33K |
| ORG Partners LLC | 0.01% | No change | 277 | $31K |
| Oakworth Capital, Inc. | 0.00% | No change | 278 | $30K |
| CENTRAL TRUST Co | 0.00% | Reduce -34.0% | 277 | $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% | No change | 271 | $30K |
| Atlantic Union Bankshares Corp | 0.00% | New | 271 | $30K |
| Friedenthal Financial | 0.02% | Reduce -10.1% | 268 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 265 | $29K |
| Sachetta, LLC | 0.01% | Add +1.1% | 264 | $29K |
| Anchor Investment Management, LLC | 0.00% | Add +21.3% | 262 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.3% | 260 | $28K |
| Biltmore Family Office, LLC | 0.00% | Reduce -16.7% | 250 | $27K |
| Trust Co. of Toledo NA | 0.00% | New | 250 | $27K |
| TD Capital Management LLC | 0.00% | No change | 240 | $26K |
| Total Investment Management Inc. | 0.00% | New | 240 | $26K |
| Investors Research Corp | 0.01% | No change | 238 | $26K |
| Luminist Capital LLC | 0.03% | Reduce -9.4% | 231 | $25K |
| AlphaCore Capital LLC | 0.00% | No change | 227 | $25K |
| Glen Eagle Advisors, LLC | 0.00% | Add +202.7% | 224 | $25K |
| Signaturefd, LLC | 0.00% | Add +5.3% | 219 | $24K |
| Bangor Savings Bank | 0.00% | No change | 217 | $24K |
| Pittenger & Anderson Inc. | 0.00% | No change | 210 | $23K |
| Picton Mahoney Asset Management | 0.00% | No change | 200 | $22K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 200 | $22K |
| Hilltop National Bank | 0.01% | — | 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% | No change | 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% | No change | 191 | $21K |
| First Command Advisory Services, Inc. | 0.00% | New | 190 | $21K |
| Delos Wealth Advisors, LLC | 0.02% | New | 189 | $21K |
| Realta Investment Advisors | 0.01% | Add +129.9% | 177 | $19K |
| Hurley Capital, LLC | 0.01% | No change | 175 | $19K |
| Brooklyn Investment Group | 0.00% | New | 170 | $19K |
| Rossby Financial, LCC | 0.01% | Add +54.6% | 167 | $18K |
| Pflug Koory, LLC | 0.01% | No change | 164 | $18K |
| Kennebec Savings Bank | 0.02% | No change | 156 | $17K |
| Painted Porch Advisors LLC | 0.01% | New | 154 | $17K |
| Winch Advisory Services, LLC | 0.00% | Add +1.3% | 153 | $17K |
| Clarity Asset Management, Inc. | 0.01% | New | 146 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +21.4% | 142 | $16K |
| United Community Bank | 0.01% | Reduce -22.1% | 141 | $15K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Reduce -3.8% | 127 | $14K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 122 | $13K |
| DecisionPoint Financial, LLC | 0.00% | New | 122 | $13K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 118 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 116 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 112 | $12K |
| Piscataqua Savings Bank | 0.01% | No change | 110 | $12K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 109 | $12K |
| Crewe Advisors LLC | 0.00% | New | 104 | $11K |
| Smithfield Trust Co | 0.00% | No change | 100 | $11K |
| Hantz Financial Services, Inc. | 0.00% | New | 101 | $11K |
| Gould Capital, LLC | 0.01% | Reduce -10.6% | 93 | $10K |
| Trust Co. of Vermont | 0.00% | No change | 88 | $10K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -49.4% | 87 | $10K |
| Granite Investment Partners, LLC | 0.00% | No change | 85 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 84 | $9K |
| Main Street Group, LTD | 0.00% | New | 83 | $9K |
| Itau Unibanco Holding S.A. | 0.00% | No change | 75 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 69 | $8K |
| LGT Financial Advisors LLC | 0.02% | Reduce -93.5% | 66 | $7K |
| Stephens Consulting, LLC | 0.00% | No change | 66 | $7K |
| Pandora Wealth, Inc. | 0.00% | No change | 66 | $7K |
| Dogwood Wealth Management LLC | 0.00% | New | 66 | $7K |
| Bank & Trust Co | 0.01% | No change | 65 | $7K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 56 | $6K |
| Graney & King, LLC | 0.00% | No change | 55 | $6K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.9% | 55 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.9% | 54 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | — | 53 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -80.4% | 51 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 51 | $6K |
| Thompson Investment Management, Inc. | 0.00% | No change | 48 | $5K |
| SYM FINANCIAL Corp | 0.00% | Reduce -99.6% | 45 | $5K |
| Punch & Associates Investment Management, Inc. | 0.00% | No change | 45 | $5K |
| Kiker Wealth Management, LLC | 0.00% | Reduce -27.9% | 44 | $5K |
| Evolution Wealth Management Inc. | 0.01% | — | 41 | $4K |
| Holos Integrated Wealth LLC | 0.00% | No change | 38 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 35 | $4K |
| NFSG Corp | 0.00% | No change | 26 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 25 | $3K |
| Innovative Advisory Group, LLC | 0.00% | Add +4.2% | 25 | $3K |
| Nova Wealth Management, Inc. | 0.00% | New | 25 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 25 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 23 | $3K |
| Founders Capital Management | 0.00% | New | 23 | $3K |
| Rakuten Securities, Inc. | 0.00% | Add +29.4% | 22 | $2K |
| FSA Wealth Management LLC | 0.00% | New | 20 | $2K |
| First United Bank & Trust | 0.00% | No change | 20 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 22 | $2K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 18 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 18 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -98.5% | 18 | $2K |
| MGB Wealth Management, LLC | 0.00% | Add +5.9% | 18 | $2K |
| Capital A Wealth Management, LLC | 0.02% | Reduce -43.3% | 17 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 17 | $2K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 17 | $2K |
| Inlight Wealth Management, LLC | 0.00% | Reduce -56.3% | 14 | $2K |
| Quaker Wealth Management, LLC | 0.00% | — | 14 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 13 | $1K |
| CX Institutional | 0.00% | No change | 6 | $1K |
| Asset Dedication, LLC | 0.00% | New | 9 | $987 |
| Creekmur Asset Management LLC | 0.00% | New | 7 | $767 |
| Legend Financial Advisors, Inc. | 0.00% | New | 4 | $438 |
| MTM Investment Management, LLC | 0.00% | No change | 4 | $438 |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 2 | $219 |
"% 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.