iShares MBS ETFMBBETF
13F holders, Q1 2024 (March 31)840holders
2famous investors
$92.39avg. 13F price*
At the end of Q1 2024, 840 institutions reported holding iShares MBS ETF (MBB) in their 13F filings. The largest holders were Bank of America Corp. ($6.6B), JPMorgan Chase & Co. ($2.3B) and Envestnet Asset Management Inc. ($2.1B). 2 famous investors held it, including Ray Dalio (0.7% of Bridgewater Associates's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares MBS ETF
- CUSIP
- 464288588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $239.4M |
| Exits | 89 | $199.9M |
Ownership 840 holders
| Bank of America Corp. | 0.65% | Reduce -5.0% | 71,545,155 | $6.6B |
| JPMorgan Chase & Co. | 0.21% | Reduce -16.5% | 25,243,920 | $2.3B |
| Envestnet Asset Management Inc. | 0.77% | Add +4.0% | 22,207,494 | $2.1B |
| LPL Financial LLC | 0.84% | Reduce -1.8% | 16,893,562 | $1.6B |
| Ameriprise Financial Inc. | 0.35% | Reduce -0.3% | 13,614,889 | $1.3B |
| Jane Street Group, LLC | 1.01% | Add +542.0% | 8,429,084 | $779.0M |
| Morgan Stanley | 0.06% | Add +8.4% | 7,657,956 | $707.7M |
| Charles Schwab Investment Advisory, Inc. | 0.68% | Reduce -1.7% | 5,368,826 | $496.2M |
| Tiaa Trust, National Association | 1.32% | Add +11.8% | 4,661,182 | $431.3M |
| Stifel Financial Corp. | 0.37% | Add +17.4% | 3,552,022 | $328.3M |
| Truist Financial Corp. | 0.49% | Add +9.4% | 3,502,304 | $323.7M |
| Bank of New York Mellon Corp | 0.06% | Reduce -2.8% | 3,437,850 | $317.7M |
| Wells Fargo & Company | 0.08% | Add +7.7% | 3,252,902 | $300.6M |
| State of Tennessee, Department of Treasury | 1.04% | Add +3.1% | 3,036,443 | $280.6M |
| Envestnet Portfolio Solutions, Inc. | 0.97% | Add +6.3% | 2,792,215 | $258.1M |
| Allworth Financial LP | 1.81% | Add +5.8% | 2,777,089 | $256.7M |
| Bank of Montreal | 0.07% | Add +157.8% | 2,494,119 | $230.7M |
| BlackRock Inc. | 0.01% | Reduce -7.1% | 2,415,680 | $223.3M |
| Cwm, LLC | 1.04% | Reduce -0.3% | 2,321,736 | $214.6M |
| Rwa Wealth Partners, LLC | 2.83% | Add +1.9% | 2,278,662 | $210.6M |
| Royal Bank of Canada | 0.05% | Reduce -7.4% | 2,012,251 | $186.0M |
| Sei Investments Co. | 0.27% | Add +5.3% | 1,976,660 | $182.7M |
| UBS Group AG | 0.06% | Add +8.8% | 1,898,736 | $175.5M |
| FMR LLC | 0.01% | Reduce -5.0% | 1,801,249 | $166.5M |
| Midland Wealth Advisors, LLC | 9.83% | Add +7.3% | 1,727,134 | $159.6M |
| Dynasty Wealth Management, LLC | 5.04% | — | 1,710,087 | $158.0M |
| Quotient Wealth Partners, LLC | 5.49% | Add +12.9% | 1,662,621 | $153.7M |
| State of Michigan Retirement System | 0.78% | Add +189.5% | 1,565,800 | $144.7M |
| United Capital Financial Advisors, LLC | 1.17% | Reduce -1.1% | 1,529,518 | $141.4M |
| Cetera Investment Advisers | 0.33% | Add +103.0% | 1,495,419 | $138.2M |
| Blue Trust, Inc. | 1.93% | Add +2.6% | 1,480,433 | $136.8M |
| Bridgewater Associates | 0.69% | Add +1.8% | 1,478,500 | $136.6M |
| Park Avenue Securities LLC | 1.64% | Add +4.2% | 1,376,978 | $127.3M |
| Janney Montgomery Scott LLC | 0.37% | Add +1.1% | 1,334,126 | $123.3M |
| Hancock Whitney Corp. | 4.25% | Add +5.7% | 1,330,431 | $123.0M |
| OneDigital Investment Advisors LLC | 1.92% | Add +8.8% | 1,318,925 | $121.9M |
| MML Investors Services, LLC | 0.48% | Add +2.3% | 1,262,697 | $116.7M |
| State Street Corp. | 0.00% | New | 1,184,000 | $109.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -0.3% | 1,073,501 | $99.2M |
| Municipal Employees' Retirement System of Michigan | 1.27% | Reduce -1.5% | 1,066,311 | $98.5M |
| Money Design Co.,Ltd. | 5.31% | Add +16.8% | 1,055,097 | $97.5M |
| Asset Management One Co., Ltd. | 0.36% | Reduce -0.8% | 1,009,546 | $93.3M |
| Bessemer Group Inc. | 0.17% | Add +2198.6% | 994,220 | $91.9M |
| Composition Wealth, LLC | 2.06% | Add +31.6% | 884,349 | $81.7M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -6.6% | 675,712 | $62.4M |
| Evoke Wealth, LLC | 1.77% | Add +15398.7% | 643,196 | $59.4M |
| Sensible Financial Planning & Management, LLC. | 12.99% | Add +4.6% | 635,717 | $58.8M |
| Avidian Wealth Enterprises, LLC | 3.02% | Add +8.4% | 610,959 | $56.5M |
| Alliancebernstein L.P. | 0.02% | Add +0.4% | 605,018 | $55.9M |
| US Bancorp \de | 0.08% | Reduce -70.7% | 604,430 | $55.9M |
| Haverford Trust Co | 0.52% | Add +0.4% | 540,307 | $49.9M |
| Fisher Asset Management | 0.02% | Add +21.3% | 538,725 | $49.8M |
| Johnson Financial Group, Inc. | 2.66% | Reduce -5.6% | 534,780 | $49.4M |
| Rockland Trust Co. | 2.53% | Add +5.8% | 519,594 | $48.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -72.4% | 518,402 | $47.9M |
| Raymond James & Associates | 0.03% | Add +21.4% | 513,448 | $47.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -6.5% | 504,771 | $46.7M |
| Korea Investment CORP | 0.12% | No change | 500,000 | $46.2M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Reduce -2.3% | 497,232 | $46.0M |
| Mill Creek Capital Advisors, LLC | 1.22% | Add +35.3% | 487,978 | $45.1M |
| CIBC Asset Management Inc | 0.15% | Add +15.7% | 480,213 | $44.4M |
| Willis Johnson & Associates, Inc. | 3.73% | Add +5.6% | 464,178 | $42.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Reduce -6.8% | 443,400 | $41.0M |
| SkyView Investment Advisors, LLC | 7.44% | Add +3.2% | 434,131 | $40.1M |
| Capital Investment Advisors, LLC | 0.89% | Reduce -2.7% | 413,916 | $38.3M |
| Allianz Asset Management GmbH | 0.06% | Reduce -2.5% | 399,109 | $36.9M |
| CreativeOne Wealth, LLC | 1.43% | Add +68.2% | 388,434 | $35.9M |
| Conning Inc. | 1.22% | No change | 387,672 | $35.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.09% | New | 383,780 | $35.5M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -3.4% | 373,231 | $34.5M |
| Thrivent Financial for Lutherans | 0.07% | Add +16.8% | 372,329 | $34.4M |
| Assetmark, Inc. | 0.11% | Reduce -4.3% | 366,593 | $33.9M |
| Rockefeller Capital Management L.P. | 0.10% | Add +49.8% | 360,013 | $33.3M |
| Sumitomo Mitsui Financial Group, Inc. | 1.02% | Add +2.1% | 354,716 | $32.8M |
| Capital Advisors Inc. | 0.69% | Reduce -2.3% | 349,208 | $32.3M |
| Strategic Wealth Partners, Ltd. | 3.45% | Add +11.0% | 339,990 | $31.4M |
| Zurich Insurance Group Ltd | 0.29% | No change | 338,060 | $31.2M |
| JB Capital LLC | 2.08% | Add +6.5% | 337,296 | $31.2M |
| Nottingham Advisors, Inc. | 3.78% | Add +122.5% | 334,479 | $30.9M |
| Osaic Holdings, Inc. | 0.07% | Reduce -84.0% | 318,571 | $29.5M |
| Atria Wealth Solutions, Inc. | 0.33% | Add +0.7% | 314,778 | $29.1M |
| Franklin Resources Inc. | 0.01% | Reduce -39.7% | 303,638 | $28.1M |
| Lutz Financial Services LLC | 2.45% | Add +134.5% | 303,450 | $28.0M |
| NewEdge Advisors, LLC | 0.24% | Add +34.2% | 301,535 | $27.9M |
| Resona Asset Management Co.,Ltd. | 0.16% | — | 299,892 | $27.7M |
| Sage Advisory Services, Ltd.Co. | 7.39% | Add +30.1% | 293,029 | $27.1M |
| Corient Private Wealth LP | 0.05% | Reduce -31.5% | 291,454 | $26.9M |
| St Germain D J Co. Inc. | 1.31% | Add +4.2% | 289,551 | $26.8M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +3.7% | 288,623 | $26.7M |
| Foundations Investment Advisors, LLC | 0.66% | Add +7.5% | 274,490 | $25.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +9.5% | 270,137 | $25.0M |
| Creative Planning | 0.03% | Reduce -22.0% | 259,974 | $24.0M |
| Acorns Advisers, LLC | 0.25% | Add +8.2% | 246,645 | $22.8M |
| Clearwater Capital Advisors, LLC | 2.42% | Add +10.3% | 245,571 | $22.7M |
| Galvin, Gaustad & Stein, LLC | 2.05% | Reduce -2.1% | 237,949 | $22.0M |
| Concourse Financial Group Securities, Inc. | 1.42% | Add +3.0% | 237,239 | $21.9M |
| Keybank National Association | 0.09% | Add +15.0% | 236,405 | $21.8M |
| Arvest Investments, Inc. | 3.46% | Add +2.6% | 236,152 | $21.8M |
| West Coast Financial LLC | 2.64% | Add +18.7% | 235,767 | $21.8M |
| Bangor Savings Bank | 2.20% | Add +25.5% | 233,120 | $21.5M |
| Parnassus Investments, LLC | 0.05% | No change | 232,752 | $21.5M |
| Horst & Graben Wealth Management LLC | 4.26% | Add +2.1% | 226,237 | $20.9M |
| Rational Advisors, Inc. | 1.98% | Add +92.2% | 225,492 | $20.8M |
| Tortoise Investment Management, LLC | 2.50% | Reduce -3.2% | 222,414 | $20.6M |
| RKL Wealth Management LLC | 1.99% | Add +3.1% | 216,882 | $20.0M |
| Brookstone Capital Management | 0.36% | Reduce -1.7% | 215,417 | $19.9M |
| Pathstone Holdings, LLC | 0.09% | Reduce -0.0% | 206,082 | $19.0M |
| FDx Advisors, Inc. | 2.82% | Reduce -3.5% | 201,035 | $18.6M |
| Integrated Wealth Concepts LLC | 0.27% | Reduce -8.0% | 200,919 | $18.6M |
| CTC Alternative Strategies, Ltd. | 11.52% | New | 200,000 | $18.5M |
| Eagle Ridge Investment Management | 1.69% | Add +1.4% | 198,442 | $18.3M |
| Parkside Investments, LLC | 2.91% | Add +133.2% | 198,325 | $18.3M |
| Confluence Investment Management LLC | 0.25% | New | 197,700 | $18.3M |
| Advocacy Wealth Management, LLC | 1.55% | Add +39.1% | 194,484 | $18.0M |
| Atria Investments, Inc | 0.25% | Add +0.3% | 193,491 | $17.9M |
| Prudential Financial Inc. | 0.02% | Reduce -1.1% | 190,883 | $17.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -41.5% | 188,686 | $17.4M |
| Kingsview Wealth Management, LLC | 0.43% | Add +4.9% | 187,108 | $17.3M |
| Kestra Advisory Services, LLC | 0.11% | Add +17.7% | 182,464 | $16.9M |
| Stephens Inc. | 0.26% | Add +11.8% | 179,479 | $16.6M |
| Modera Wealth Management, LLC | 0.25% | Add +4.1% | 178,543 | $16.5M |
| Meridian Wealth Partners, LLC | 2.97% | Add +5.3% | 178,048 | $16.5M |
| Mariner, LLC | 0.03% | Add +5.5% | 170,855 | $15.8M |
| High Falls Advisors, Inc | 3.93% | Add +1.9% | 168,798 | $15.6M |
| Sharkey, Howes & Javer | 2.54% | Add +6.7% | 167,834 | $15.5M |
| AE Wealth Management LLC | 0.17% | Reduce -43.9% | 160,844 | $14.9M |
| NewSquare Capital LLC | 1.30% | Reduce -1.3% | 159,089 | $14.7M |
| TCW Group Inc. | 0.15% | Add +0.4% | 158,062 | $14.6M |
| CIBC Private Wealth Group LLC | 0.03% | Add +94.9% | 155,081 | $14.2M |
| Goelzer Investment Management, Inc. | 0.80% | Add +29.4% | 153,511 | $14.2M |
| Banque Cantonale Vaudoise | 0.56% | Add +0.1% | 153,400 | $14.2M |
| Park Avenue Institutional Advisers LLC | 30.99% | No change | 152,000 | $14.0M |
| Private Advisor Group, LLC | 0.10% | Reduce -3.2% | 151,354 | $14.0M |
| Perigon Wealth Management, LLC | 0.40% | Reduce -1.2% | 142,901 | $13.2M |
| Boltwood Capital Management | 4.07% | Add +3.0% | 142,025 | $13.1M |
| Guggenheim Capital LLC | 0.09% | Add +8.1% | 141,263 | $13.1M |
| Austin Private Wealth, LLC | 1.50% | Add +13.3% | 142,127 | $13.0M |
| Icon Wealth Advisors, LLC | 1.20% | Add +2.4% | 140,282 | $13.0M |
| Lineweaver Wealth Advisors, LLC | 3.04% | Add +4.9% | 138,550 | $12.8M |
| Prime Capital Investment Advisors, LLC | 0.18% | Reduce -12.0% | 137,631 | $12.7M |
| Global Retirement Partners, LLC | 0.47% | Reduce -4.5% | 135,986 | $12.6M |
| HighTower Advisors, LLC | 0.02% | Add +41.5% | 134,211 | $12.4M |
| Leuthold Group, LLC | 1.37% | Reduce -2.5% | 132,067 | $12.2M |
| Tandem Wealth Advisors LLC | 6.70% | Add +3.6% | 132,704 | $12.2M |
| Hilltop Holdings Inc. | 1.34% | Add +3.8% | 130,470 | $12.1M |
| SteelPeak Wealth, LLC | 0.62% | Add +14.8% | 130,020 | $12.0M |
| Trek Financial, LLC | 0.94% | Add +3.3% | 128,041 | $11.8M |
| Lincoln Capital Corp. | 5.11% | Add +5.4% | 126,438 | $11.7M |
| Betterment LLC | 0.03% | Reduce -3.9% | 125,112 | $11.6M |
| Avantax Advisory Services, Inc. | 0.10% | Add +7.9% | 123,372 | $11.4M |
| Beacon Bridge Wealth Partners, LLC | 5.19% | Add +7.7% | 119,027 | $11.0M |
| First Trust Advisors LP | 0.01% | Reduce -20.9% | 117,012 | $10.8M |
| Shelter Mutual Insurance Co | 2.77% | No change | 116,520 | $10.8M |
| Stone House Investment Management, LLC | 2.49% | Add +37.7% | 114,522 | $10.6M |
| Invst, LLC | 1.23% | Add +6.3% | 113,201 | $10.4M |
| Farther Finance Advisors, LLC | 0.62% | Add +26.1% | 110,700 | $10.1M |
| Altfest L J & Co. Inc. | 1.43% | Add +1.9% | 109,056 | $10.1M |
| Cary Street Partners Investment Advisory LLC | 0.42% | Reduce -2.8% | 108,403 | $10.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +22.3% | 107,486 | $9.9M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +5.4% | 105,938 | $9.8M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +5.4% | 105,938 | $9.8M |
| Vise Technologies, Inc. | 1.92% | Add +9.7% | 105,720 | $9.8M |
| Security Financial Services, INC. | 2.19% | Add +25.4% | 105,015 | $9.7M |
| CI Investments Inc. | 0.04% | Reduce -10.6% | 103,857 | $9.6M |
| Kelly Financial Services LLC | 3.65% | Add +66.5% | 103,350 | $9.6M |
| Checchi Capital Advisers, LLC | 0.75% | Add +9.0% | 103,345 | $9.6M |
| Community Trust & Investment Co. | 0.67% | Add +7.1% | 103,068 | $9.5M |
| Cabot Wealth Management Inc. | 1.24% | Add +21.9% | 102,526 | $9.5M |
| Wooster Corthell Wealth Management, Inc. | 2.16% | Add +3.5% | 102,218 | $9.4M |
| Proficio Capital Partners LLC | 1.03% | New | 100,968 | $9.3M |
| Bartlett & Co. Wealth Management LLC | 0.14% | Add +6.5% | 99,030 | $9.2M |
| One Wealth Advisors, LLC | 1.57% | Add +8.3% | 97,607 | $9.0M |
| Cim, LLC | 1.36% | Add +5.1% | 97,224 | $9.0M |
| Financial Advocates Investment Management | 0.52% | Add +0.9% | 96,266 | $8.9M |
| Vestmark Advisory Solutions, Inc. | 0.38% | Reduce -46.8% | 96,126 | $8.9M |
| HTLF Bank | 1.02% | Add +13.6% | 96,025 | $8.9M |
| Blankinship & Foster, LLC | 2.32% | Add +0.3% | 95,800 | $8.9M |
| Meiji Yasuda Asset Management Co Ltd. | 0.37% | Add +13.3% | 94,555 | $8.7M |
| Theory Financial LLC | 4.36% | Add +2.5% | 92,580 | $8.6M |
| TSA Wealth Managment LLC | 3.71% | Add +2.5% | 92,229 | $8.5M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Add +33.9% | 93,033 | $8.3M |
| EverSource Wealth Advisors, LLC | 0.64% | Add +701.5% | 91,432 | $8.2M |
| Lifeworks Advisors, LLC | 2.29% | Add +39.1% | 88,270 | $8.2M |
| Kelman-Lazarov, Inc. | 1.58% | Add +30.9% | 87,755 | $8.1M |
| Westover Capital Advisors, LLC | 2.35% | Add +12.0% | 86,992 | $8.0M |
| Cornerstone Management, Inc. | 1.77% | Add +10.3% | 86,242 | $8.0M |
| Geneos Wealth Management Inc. | 0.36% | Reduce -20.5% | 85,808 | $7.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.6% | 85,695 | $7.9M |
| Stratos Wealth Advisors, LLC | 0.47% | Add +0.8% | 85,230 | $7.9M |
| Leavell Investment Management, Inc. | 0.45% | Add +47.5% | 84,944 | $7.9M |
| Farmers & Merchants Investments Inc. | 0.26% | Add +36.6% | 84,244 | $7.8M |
| Merit Financial Group, LLC | 0.18% | Add +1.8% | 84,795 | $7.7M |
| Rehmann Capital Advisory Group | 0.57% | Add +9.2% | 82,639 | $7.6M |
| TNF LLC | 3.01% | Add +0.0% | 84,541 | $7.6M |
| Rothschild Wealth LLC | 2.66% | — | 81,739 | $7.6M |
| West Family Investments, Inc. | 2.32% | No change | 80,697 | $7.5M |
| PAX Financial Group, LLC | 1.50% | Reduce -3.9% | 81,003 | $7.5M |
| Horizon Investments, LLC | 0.19% | Reduce -68.9% | 80,682 | $7.4M |
| McKinley Carter Wealth Services, Inc. | 0.49% | Reduce -39.8% | 79,804 | $7.4M |
| Alternative Investment Advisors, LLC. | 4.39% | Add +5.2% | 79,630 | $7.3M |
| Mather Group, Llc. | 0.11% | Reduce -0.9% | 77,169 | $7.3M |
| Voya Financial Advisors, Inc. | 0.82% | Add +5.4% | 77,018 | $7.1M |
| Edge Wealth Management LLC | 1.47% | Add +12.7% | 75,626 | $7.0M |
| Spectrum Investment Advisors, Inc. | 5.14% | Add +2.0% | 75,283 | $7.0M |
| Principal Securities, Inc. | 0.22% | Add +7.4% | 74,893 | $6.9M |
| FFG Retirement Advisors LLC | 4.83% | New | 74,242 | $6.9M |
| Madison Asset Management, LLC | 0.08% | Reduce -6.9% | 72,821 | $6.7M |
| Pacific Sage Partners, LLC | 1.74% | Add +0.5% | 72,806 | $6.7M |
| BNP Paribas Financial Markets | 0.01% | Add +26.7% | 72,203 | $6.7M |
| Optas, LLC | 1.79% | Reduce -0.3% | 71,046 | $6.6M |
| Parkside Advisors LLC | 1.69% | Reduce -1.7% | 70,943 | $6.6M |
| Summit X, LLC | 1.67% | Reduce -3.2% | 70,458 | $6.5M |
| LVW Advisors, LLC | 1.10% | Reduce -0.1% | 70,195 | $6.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +39.0% | 69,870 | $6.5M |
| Snider Financial Group | 2.65% | Reduce -35.0% | 68,761 | $6.4M |
| Shared Vision Wealth Group LLC | 3.93% | Add +17.4% | 68,051 | $6.3M |
| Federated Hermes, Inc. | 0.01% | Add +239.9% | 66,300 | $6.1M |
| Bay Harbor Wealth Management, LLC | 2.19% | Add +3.8% | 65,916 | $6.1M |
| Keystone Financial Services | 2.64% | Add +7.7% | 65,488 | $6.1M |
| Invesco Ltd. | 0.00% | Add +1.9% | 65,466 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Add +5.0% | 65,159 | $6.0M |
| AAFMAA Wealth Management & Trust LLC | 3.27% | Add +13.4% | 64,751 | $6.0M |
| WBH Advisory Inc. | 0.61% | Add +6.3% | 64,226 | $5.9M |
| Lincoln National Corp. | 0.09% | Add +71.5% | 63,471 | $5.9M |
| Pinnacle Wealth Management Group, Inc. | 4.29% | Add +83.1% | 62,499 | $5.8M |
| Cobblestone Asset Management LLC | 3.91% | Add +8.8% | 62,366 | $5.8M |
| Comerica Bank | 0.02% | Add +27.0% | 61,807 | $5.7M |
| Dohj, LLC | 1.51% | Add +6.8% | 61,669 | $5.7M |
| Adapt Wealth Advisors, LLC | 4.05% | — | 61,497 | $5.7M |
| NewEdge Wealth, LLC | 0.13% | Add +17.7% | 61,811 | $5.6M |
| M&T Bank Corp | 0.02% | Reduce -18.5% | 60,164 | $5.6M |
| Ascent Group, LLC | 0.49% | Add +46.8% | 60,061 | $5.6M |
| SigFig Wealth Management, LLC | 0.20% | Add +7.1% | 59,358 | $5.5M |
| GYL Financial Synergies, LLC | 0.43% | Reduce -0.5% | 59,350 | $5.5M |
| Spire Wealth Management | 0.10% | Add +5.4% | 59,233 | $5.5M |
| CW Advisors, LLC | 0.09% | Add +0.6% | 58,385 | $5.4M |
| Forefront Analytics, LLC | 2.61% | Reduce -0.1% | 58,314 | $5.4M |
| Liberty Wealth Management LLC | 1.05% | Reduce -22.2% | 58,200 | $5.4M |
| Endurance Services Ltd | 1.03% | No change | 57,544 | $5.3M |
| Penserra Capital Management LLC | 0.07% | New | 57,500 | $5.3M |
| Equitable Holdings, Inc. | 0.06% | Add +5.1% | 57,420 | $5.3M |
| Manhattan West Asset Management, LLC | 1.26% | Add +19.3% | 56,916 | $5.3M |
| Legacy Financial Group LLC | 1.06% | Add +1994.2% | 56,691 | $5.2M |
| Townsquare Capital LLC | 0.08% | Reduce -48.4% | 55,706 | $5.1M |
| Bernardo Wealth Planning LLC | 1.42% | Add +12.0% | 55,106 | $5.1M |
| Spectrum Wealth Counsel, LLC | 0.62% | Reduce -1.1% | 55,057 | $5.1M |
| Fort Point Capital Partners LLC | 0.69% | Add +8.1% | 55,004 | $5.1M |
| Anfield Capital Management, LLC | 2.45% | New | 54,934 | $5.1M |
| Graypoint LLC | 0.36% | Add +4.6% | 54,008 | $5.0M |
| Advisory Services Network, LLC | 0.11% | Add +21.9% | 53,595 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +13.8% | 52,510 | $4.9M |
| Captrust Financial Advisors | 0.02% | Reduce -19.5% | 52,435 | $4.8M |
| Boyd Watterson Asset Management LLC | 1.76% | Reduce -17.9% | 52,275 | $4.8M |
| Trajan Wealth LLC | 0.32% | — | 51,928 | $4.8M |
| Lindenwold Advisors, INC | 2.56% | Add +10.0% | 51,823 | $4.8M |
| GeoWealth Management, LLC | 0.18% | Add +264.8% | 51,379 | $4.7M |
| Stansberry Asset Management, LLC | 0.68% | Reduce -2.3% | 51,281 | $4.7M |
| WCG Wealth Advisors LLC | 0.40% | Add +81.0% | 51,137 | $4.7M |
| Wealth Alliance, LLC | 0.62% | Add +11.2% | 50,854 | $4.7M |
| Advus Financial Partners, LLC | 1.44% | Add +1.2% | 50,378 | $4.7M |
| Essential Planning, LLC. | 2.32% | Add +0.3% | 49,227 | $4.6M |
| Nisa Investment Advisors, LLC | 0.03% | New | 50,000 | $4.6M |
| First American Trust, FSB | 0.48% | Add +13.1% | 49,916 | $4.6M |
| Journey Strategic Wealth LLC | 0.20% | Add +18.0% | 49,490 | $4.6M |
| Hudson Capital Management LLC | 1.60% | Add +17.7% | 48,290 | $4.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.1% | 47,860 | $4.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Reduce -2.9% | 47,582 | $4.4M |
| Buttonwood Financial Group, LLC | 2.60% | Add +57.2% | 47,496 | $4.4M |
| Cypress Wealth Services, LLC | 1.02% | Add +4.4% | 47,443 | $4.4M |
| Choreo, LLC | 0.11% | Reduce -20.8% | 47,380 | $4.4M |
| Regal Investment Advisors LLC | 0.30% | Add +3.8% | 46,821 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +61.0% | 45,693 | $4.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.50% | Add +2.4% | 45,504 | $4.2M |
| Bailard, Inc. | 0.11% | Add +206.8% | 44,967 | $4.2M |
| True Vision MN LLC | 2.88% | Add +25.8% | 45,594 | $4.1M |
| Cerity Partners LLC | 0.01% | Reduce -17.6% | 43,709 | $4.0M |
| MA Private Wealth | 0.81% | Add +684.7% | 43,329 | $4.0M |
| Park Place Capital Corp | 1.42% | Add +1.7% | 42,849 | $4.0M |
| Pettinga Financial Advisors LLC | 1.01% | Add +45.9% | 42,757 | $4.0M |
| Simplicity Wealth,LLC | 0.09% | Add +28.4% | 42,671 | $3.9M |
| Centurion Wealth Management LLC | 1.55% | Add +9.1% | 42,494 | $3.9M |
| Marshall Wace, LLP | 0.01% | New | 42,000 | $3.9M |
| Aptus Capital Advisors, LLC | 0.08% | Add +25603.1% | 41,896 | $3.9M |
| Northwest Capital Management Inc | 1.23% | Add +7.6% | 41,668 | $3.9M |
| James Investment Research, Inc. | 0.45% | Add +2.4% | 41,117 | $3.8M |
| Oarsman Capital, Inc. | 0.91% | Add +23.0% | 41,112 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +56.5% | 40,742 | $3.8M |
| RFG Advisory, LLC | 0.13% | Reduce -1.6% | 40,730 | $3.8M |
| IFG Advisory, LLC | 0.28% | Add +20.9% | 40,476 | $3.7M |
| Smith Salley Wealth Management | 0.29% | New | 40,104 | $3.7M |
| Columbus Macro, LLC | 1.39% | Add +1.8% | 39,765 | $3.7M |
| NorthRock Partners, LLC | 0.14% | Reduce -22.4% | 39,453 | $3.6M |
| Boothbay Fund Management, LLC | 0.11% | Add +26.3% | 39,089 | $3.6M |
| Compound Planning, Inc. | 0.33% | Add +60.2% | 39,010 | $3.6M |
| Belpointe Asset Management LLC | 0.27% | Add +1209.8% | 38,706 | $3.6M |
| Beacon Financial Group | 0.41% | Add +40.2% | 38,671 | $3.6M |
| Diversify Advisory Services, LLC | 0.21% | — | 38,883 | $3.6M |
| Sachetta, LLC | 1.69% | No change | 37,808 | $3.6M |
| Kickstand Ventures, Llc. | 1.00% | Add +26.9% | 38,392 | $3.5M |
| Cresset Asset Management, LLC | 0.02% | Reduce -82.4% | 38,253 | $3.5M |
| WealthShield Partners, LLC | 0.57% | Add +5.5% | 38,078 | $3.5M |
| Retirement Capital Strategies | 1.43% | Reduce -73.4% | 37,885 | $3.5M |
| Quattro Financial Advisors LLC | 0.99% | Add +39988.3% | 37,683 | $3.5M |
| Mutual Advisors, LLC | 0.11% | Add +6.7% | 37,423 | $3.5M |
| Focus Financial Network, Inc. | 0.17% | — | 38,441 | $3.4M |
| Hart & Patterson Financial Group LLC | 1.69% | Add +1.0% | 36,986 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.3% | 36,981 | $3.4M |
| Insight Wealth Strategies, LLC | 0.50% | Add +5.6% | 36,891 | $3.4M |
| Apeiron RIA LLC | 0.98% | Add +4.0% | 36,752 | $3.4M |
| Proffitt & Goodson Inc. | 0.60% | Add +2.7% | 36,747 | $3.4M |
| West Wealth Group, LLC | 1.24% | Reduce -29.5% | 36,218 | $3.3M |
| Swmg, LLC | 1.50% | Reduce -27.3% | 35,945 | $3.3M |
| Integrated Advisors Network LLC | 0.17% | Reduce -0.6% | 35,679 | $3.3M |
| Semmax Financial Advisors Inc. | 1.08% | Add +15.1% | 36,205 | $3.3M |
| Sheets Smith Wealth Management | 0.36% | Reduce -4.9% | 34,683 | $3.2M |
| My Legacy Advisors, LLC | 1.06% | Add +15.9% | 34,232 | $3.2M |
| Ehrlich Financial Group | 2.58% | Add +477.6% | 33,113 | $3.1M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -10.7% | 32,748 | $3.0M |
| Sunesis Advisors, LLC | 1.76% | Add +17.5% | 32,530 | $3.0M |
| Private Trust Co. NA | 0.32% | Reduce -9.8% | 32,084 | $3.0M |
| Snowden Capital Advisors LLC | 0.09% | Add +11.7% | 32,026 | $3.0M |
| Csenge Advisory Group | 0.16% | Add +14.2% | 31,028 | $2.9M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +32.6% | 30,999 | $2.9M |
| Tradition Wealth Management, LLC | 0.29% | Add +3.4% | 30,826 | $2.8M |
| Brown Advisory Inc. | 0.00% | Add +15.2% | 30,780 | $2.8M |
| Jmac Enterprises LLC | 0.53% | Add +27.2% | 30,585 | $2.8M |
| Foster & Motley Inc. | 0.19% | Reduce -7.8% | 30,187 | $2.8M |
| First Horizon Advisors, Inc. | 0.09% | Add +35.3% | 30,130 | $2.8M |
| Harbour Investments, Inc. | 0.10% | Reduce -2.6% | 29,851 | $2.8M |
| Mayflower Financial Advisors, LLC | 0.46% | Add +13.5% | 29,809 | $2.8M |
| ShoreHaven Wealth Partners, LLC | 1.51% | Reduce -11.4% | 29,739 | $2.7M |
| Clearview Wealth Advisors LLC | 2.77% | Add +150.8% | 29,322 | $2.7M |
| Syon Capital LLC | 0.25% | Add +34.7% | 28,775 | $2.7M |
| Allstate Corp. | 0.18% | Reduce -50.1% | 28,003 | $2.6M |
| Renasant Bank | 1.84% | Reduce -5.7% | 27,929 | $2.6M |
| Signal Advisors Wealth, LLC | 0.64% | Add +4.4% | 27,864 | $2.6M |
| Citizens & Northern Corp. | 0.86% | Add +14.2% | 27,638 | $2.6M |
| Van Hulzen Asset Management, LLC | 0.17% | Add +2.5% | 27,328 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +12.8% | 27,153 | $2.5M |
| Hoxton Planning & Management, LLC | 1.19% | Add +7.2% | 27,004 | $2.5M |
| IHT Wealth Management, LLC | 0.10% | Add +47.1% | 26,862 | $2.5M |
| Mosley Wealth Management | 2.29% | Reduce -1.8% | 26,434 | $2.4M |
| AdvisorNet Financial, Inc | 0.23% | Reduce -2.1% | 26,348 | $2.4M |
| Wedbush Securities Inc. | 0.09% | Add +102.4% | 25,794 | $2.4M |
| Copperleaf Capital, LLC | 2.05% | Add +7.3% | 25,664 | $2.4M |
| Elevation Point Wealth Partners, LLC | 0.18% | Reduce -51.2% | 25,110 | $2.3M |
| Financial Advisory Group | 0.41% | Reduce -37.1% | 24,954 | $2.3M |
| One Wealth Management Investment & Advisory Services, LLC | 0.94% | Add +28.5% | 24,949 | $2.3M |
| Client 1ST Advisory Group, LLC | 1.03% | Reduce -12.8% | 24,921 | $2.3M |
| Sowell Financial Services LLC | 0.11% | Add +9.4% | 24,877 | $2.3M |
| Maripau Wealth Management LLC | 1.70% | Reduce -2.5% | 24,538 | $2.3M |
| US Financial Advisors, LLC | 0.78% | Add +7.0% | 24,246 | $2.2M |
| Old Mission Capital LLC | 0.05% | Add +543.2% | 24,114 | $2.2M |
| Israel Discount Bank of New York | 2.76% | Reduce -27.8% | 23,987 | $2.2M |
| Ancora Advisors LLC | 0.05% | Add +137.4% | 23,985 | $2.2M |
| Family Asset Management, LLC | 1.35% | Reduce -14.2% | 23,251 | $2.1M |
| Montecito Bank & Trust | 0.43% | Add +16.4% | 23,179 | $2.1M |
| Little House Capital LLC | 0.70% | New | 22,852 | $2.1M |
| Strategic Blueprint, LLC | 0.15% | Reduce -2.2% | 22,753 | $2.1M |
| MIdWestOne Financial Group, Inc. | 0.38% | Reduce -4.0% | 22,727 | $2.1M |
| Financial Counselors Inc. | 0.04% | Add +1.8% | 22,598 | $2.1M |
| Propel Bio Management, LLC | 1.21% | No change | 22,400 | $2.1M |
| Simplify Asset Management Inc. | 0.20% | Reduce -72.2% | 22,400 | $2.1M |
| Brown Wealth Management, LLC | 0.85% | Add +0.6% | 22,328 | $2.1M |
| New Century Financial Group, LLC | 1.42% | Reduce -18.3% | 22,110 | $2.0M |
| Morningstar Investment Services LLC | 0.02% | Reduce -18.3% | 22,024 | $2.0M |
| Kepos Capital LP | 0.53% | Add +25.7% | 22,000 | $2.0M |
| TRUE Private Wealth Advisors | 0.23% | Reduce -7.7% | 21,553 | $2.0M |
| Lodestar Private Asset Management LLC | 0.28% | Add +5.5% | 21,497 | $2.0M |
| Creative Financial Designs Inc. | 0.19% | Add +16.9% | 21,346 | $2.0M |
| Watershed Private Wealth LLC | 0.87% | New | 21,214 | $2.0M |
| Impact Partnership Wealth, LLC | 0.78% | Reduce -39.5% | 21,182 | $2.0M |
| Sierra Capital LLC | 0.26% | Reduce -12.7% | 21,124 | $2.0M |
| Chesapeake Capital Corp. | 1.44% | Reduce -25.7% | 20,941 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +14.3% | 20,885 | $1.9M |
| IFP Advisors, Inc | 0.08% | Reduce -27.1% | 20,863 | $1.9M |
| Cobblestone Capital Advisors LLC | 0.12% | Reduce -32.3% | 20,674 | $1.9M |
| Western Wealth Management, LLC | 0.15% | Reduce -10.3% | 20,277 | $1.9M |
| Parallel Advisors, LLC | 0.05% | Add +30.9% | 19,830 | $1.8M |
| Evergreen Capital Management LLC | 0.07% | Reduce -34.3% | 19,735 | $1.8M |
| Jacobi Capital Management LLC | 0.17% | Add +11.4% | 19,718 | $1.8M |
| Riggs Asset Managment Co. Inc. | 0.53% | Reduce -7.1% | 19,695 | $1.8M |
| Vantage Financial Partners, LLC | 0.49% | Add +0.3% | 19,604 | $1.8M |
| DB Fitzpatrick & Co, Inc | 1.64% | Add +8.9% | 19,399 | $1.8M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 19,387 | $1.8M |
| Peninsula Wealth, LLC | 0.35% | Add +12.4% | 19,209 | $1.8M |
| Verus Capital Partners, LLC | 0.20% | Add +37.1% | 19,162 | $1.8M |
| Coordinated Financial Services, Inc. | 1.57% | — | 19,154 | $1.8M |
| GHP Investment Advisors, Inc. | 0.09% | Add +0.7% | 19,115 | $1.8M |
| Vernal Point Advisors, LLC | 1.50% | No change | 19,000 | $1.8M |
| Modern Wealth Management, LLC | 0.16% | Add +454.0% | 18,748 | $1.7M |
| Parsons Capital Management Inc. | 0.12% | Reduce -10.0% | 18,503 | $1.7M |
| Girard Partners LTD. | 0.16% | Add +9.2% | 18,322 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.99% | Add +0.1% | 18,111 | $1.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Add +20.1% | 18,013 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -5.8% | 17,986 | $1.7M |
| Advisory Research Inc. | 0.32% | No change | 17,518 | $1.6M |
| Scissortail Wealth Management, LLC | 0.42% | New | 17,345 | $1.6M |
| Cibc World Markets Corp. | 0.01% | New | 17,252 | $1.6M |
| Annandale Capital, LLC | 0.36% | No change | 17,238 | $1.6M |
| WealthPLAN Partners, LLC | 0.16% | Add +5.1% | 17,174 | $1.6M |
| DMC Group, LLC | 1.36% | Add +4.3% | 17,034 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +1.9% | 16,411 | $1.5M |
| Gateway Wealth Partners, LLC | 0.54% | Reduce -2.0% | 16,314 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +248.9% | 16,150 | $1.5M |
| Farmers National Bank | 0.44% | No change | 16,078 | $1.5M |
| Delphi Financial Group, Inc. | 0.95% | Reduce -24.4% | 15,500 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Add +26.4% | 15,477 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +14.5% | 15,339 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Reduce -0.7% | 15,327 | $1.4M |
| Hexagon Capital Partners LLC | 0.31% | Add +42.0% | 15,266 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +18.1% | 15,259 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.35% | Add +0.4% | 15,142 | $1.4M |
| Stelac Advisory Services LLC | 0.66% | Add +28.9% | 15,098 | $1.4M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -11.4% | 15,087 | $1.4M |
| RHS Financial, LLC | 0.79% | Add +2.0% | 14,722 | $1.4M |
| Venturi Wealth Management, LLC | 0.09% | Add +2.6% | 14,710 | $1.4M |
| Redwood Investment Management, LLC | 0.13% | Add +5.4% | 14,682 | $1.4M |
| Lane & Associates LLC | 0.85% | Reduce -18.1% | 14,575 | $1.3M |
| OneAscent Wealth Management LLC | 0.51% | Reduce -15.2% | 14,314 | $1.3M |
| Transcend Capital Advisors, LLC | 0.11% | Add +1.9% | 14,248 | $1.3M |
| Horizon Family Wealth, Inc. | 1.01% | Reduce -55.6% | 14,121 | $1.3M |
| Braun-Bostich & Associates Inc. | 1.08% | Add +55.1% | 14,001 | $1.3M |
| Verition Fund Management LLC | 0.01% | Add +180.0% | 14,000 | $1.3M |
| Regimen Wealth, LLC | 0.45% | Reduce -1.5% | 13,938 | $1.3M |
| Strategy Asset Managers LLC | 0.27% | Reduce -16.4% | 13,789 | $1.3M |
| Emergent Wealth Advisors, LLC | 1.09% | Reduce -26.8% | 13,451 | $1.3M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -1.8% | 13,634 | $1.3M |
| Capital Analysts, LLC | 0.06% | Add +41.8% | 13,478 | $1.2M |
| Synovus Financial Corp. | 0.02% | Add +4.8% | 13,454 | $1.2M |
| J. W. Coons Advisors, LLC | 0.22% | No change | 13,404 | $1.2M |
| BCU Wealth Advisors, LLC | 1.04% | Add +15.6% | 13,293 | $1.2M |
| Arete Wealth Advisors, LLC | 0.11% | Reduce -2.7% | 13,205 | $1.2M |
| Twin Peaks Wealth Advisors, LLC | 0.68% | Add +16.5% | 13,158 | $1.2M |
| Prospera Financial Services Inc | 0.04% | Reduce -10.4% | 12,789 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -15.7% | 12,702 | $1.2M |
| Sutton Place Investors LLC | 0.57% | Add +20.3% | 12,484 | $1.2M |
| Gen-Wealth Partners Inc | 0.57% | — | 12,466 | $1.2M |
| Lido Advisors, LLC | 0.01% | Add +207.3% | 12,450 | $1.2M |
| Alterna Wealth Management, Inc. | 0.90% | Reduce -15.2% | 12,032 | $1.1M |
| BNP Paribas | 0.05% | — | 12,000 | $1.1M |
| Washington Trust Bank | 0.10% | New | 11,780 | $1.1M |
| Arax Advisory Partners | 0.11% | Reduce -0.8% | 11,513 | $1.1M |
| Chartwell Investment Partners, LLC | 0.04% | Add +34.1% | 11,470 | $1.1M |
| RCS Financial Planning, LLC | 0.65% | Reduce -37.8% | 11,346 | $1.0M |
| HSBC Holdings PLC | 0.00% | Reduce -55.9% | 11,259 | $1.0M |
| Bush Investment Group, LLC | 0.91% | Add +0.5% | 11,198 | $1.0M |
| Two Sigma Securities, LLC | 0.05% | New | 11,041 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +6.5% | 10,916 | $1.0M |
| Crabel Capital Management, LLC | 0.88% | Reduce -58.2% | 10,884 | $1.0M |
| NBT Bank, N.A. | 0.07% | Reduce -12.2% | 10,807 | $999K |
| Carr Financial Group Corp | 0.33% | Reduce -41.6% | 10,794 | $998K |
| Avaii Wealth Management, LLC | 0.58% | Add +2.4% | 10,678 | $987K |
| Rareview Capital LLC | 0.94% | Reduce -86.5% | 10,358 | $957K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -13.4% | 10,227 | $945K |
| Clear Creek Financial Management, LLC | 0.12% | Add +0.0% | 10,123 | $936K |
| Dark Forest Capital Management LP | 0.16% | Reduce -29.1% | 10,020 | $926K |
| Trilogy Capital Inc. | 0.05% | Reduce -16.9% | 10,019 | $926K |
| Concorde Asset Management, LLC | 0.63% | Reduce -13.1% | 10,014 | $925K |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -13.2% | 9,916 | $916K |
| FC Advisory LLC | 0.34% | Reduce -0.7% | 9,895 | $915K |
| Diversified, LLC | 0.13% | Add +17.1% | 9,847 | $910K |
| CAP Partners, LLC | 0.80% | Reduce -14.9% | 9,785 | $904K |
| Vertex Planning Partners, LLC | 0.25% | Add +18.3% | 9,737 | $900K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.3% | 9,606 | $888K |
| Pacific Financial Group Inc. | 0.61% | Add +5.0% | 9,558 | $883K |
| LifePlan Investment Advisors, Inc. | 0.69% | Add +5.9% | 9,385 | $867K |
| Beverly Hills Private Wealth, LLC | 0.20% | Reduce -66.0% | 9,367 | $866K |
| UMB Bank, n.a. | 0.01% | Add +5.3% | 9,356 | $865K |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -4.8% | 9,239 | $854K |
| Range Financial Group LLC | 0.44% | Add +8.4% | 9,206 | $851K |
| GFG Capital, LLC | 0.22% | Reduce -18.4% | 9,198 | $850K |
| Acropolis Investment Management, LLC | 0.05% | Reduce -1.5% | 9,083 | $839K |
| Smartleaf Asset Management LLC | 0.16% | Add +11.3% | 9,017 | $836K |
| Westwood Holdings Group Inc. | 0.01% | Add +38.0% | 8,995 | $831K |
| Keebeck Wealth Management | 0.12% | Add +8.4% | 8,913 | $824K |
| 1900 Wealth Management LLC | 0.07% | Reduce -46.6% | 8,798 | $813K |
| VestGen Investment Management | 0.25% | Add +0.8% | 8,776 | $811K |
| First Heartland Consultants, Inc. | 0.08% | Add +0.7% | 8,743 | $808K |
| Advisor Resource Council | 0.34% | Reduce -85.4% | 8,582 | $807K |
| ICA Group Wealth Management, LLC | 0.16% | Reduce -20.9% | 8,698 | $804K |
| Iams Wealth Management, LLC | 0.49% | Add +39.3% | 8,725 | $800K |
| Claro Advisors Inc. | 0.14% | Reduce -64.5% | 8,644 | $799K |
| LexAurum Advisors, LLC | 0.20% | Reduce -2.2% | 8,559 | $791K |
| Fidelis Capital Partners, LLC | 0.12% | Add +101.9% | 8,558 | $791K |
| Market Street Wealth Management Advisors LLC | 0.14% | Reduce -62.9% | 8,522 | $788K |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -3.7% | 8,462 | $782K |
| Cooper Financial Group | 0.13% | Reduce -2.9% | 8,445 | $781K |
| Perennial Investment Advisors, LLC | 0.12% | Add +21.4% | 8,428 | $779K |
| Moneda S.A. Administradora General de Fondos | 0.44% | Reduce -3.7% | 8,406 | $777K |
| Signet Financial Management, LLC | 0.11% | Reduce -4.5% | 8,342 | $771K |
| Tempus Wealth Planning, LLC | 0.34% | Add +25.1% | 8,338 | $771K |
| Maxwell Wealth Strategies Inc. | 0.39% | Reduce -12.8% | 8,479 | $769K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -10.6% | 8,288 | $766K |
| SWS Partners | 0.23% | Add +4.8% | 8,202 | $758K |
| Community Bank, N.A. | 0.10% | Reduce -68.3% | 8,158 | $754K |
| Raymond James Trust N.A. | 0.02% | Reduce -7.6% | 8,149 | $753K |
| Barings LLC | 0.02% | No change | 8,100 | $749K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 8,086 | $747K |
| Lion Street Advisors, LLC | 0.30% | No change | 7,838 | $737K |
| Concord Investment Counsel Inc. | 0.26% | — | 7,881 | $728K |
| SageView Advisory Group, LLC | 0.04% | New | 14,120 | $724K |
| Ade, LLC | 0.48% | Reduce -4.9% | 7,799 | $721K |
| International Assets Investment Management, LLC | 0.08% | Add +11.1% | 7,849 | $719K |
| Coldstream Capital Management Inc. | 0.02% | Add +7.1% | 7,773 | $718K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -76.5% | 7,696 | $711K |
| Capital Investment Counsel, LLC | 0.15% | Add +31.6% | 7,646 | $707K |
| Bokf, NA | 0.01% | No change | 7,705 | $706K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +242.6% | 7,605 | $703K |
| Cypress Capital, LLC | 0.19% | Reduce -10.7% | 7,577 | $700K |
| Fiduciary Trust Co | 0.01% | Add +3.5% | 7,446 | $688K |
| Vontobel Holding Ltd. | 0.01% | No change | 7,400 | $684K |
| First Citizens Bank & Trust Co. | 0.01% | Add +58.0% | 7,316 | $676K |
| Delta Wealth Advisors LLC | 0.70% | — | 7,296 | $674K |
| Bigelow Investment Advisors, LLC | 0.33% | Reduce -0.0% | 7,168 | $662K |
| Sovereign Financial Group, Inc. | 0.17% | Add +4.4% | 7,123 | $658K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +39.9% | 7,120 | $658K |
| Western Financial Corp | 0.40% | Reduce -15.0% | 7,102 | $656K |
| VCI Wealth Management LLC | 0.44% | Add +17.2% | 7,067 | $653K |
| Angeles Investment Advisors, LLC | 0.03% | No change | 7,000 | $647K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -17.7% | 6,936 | $641K |
| Nwam LLC | 0.05% | Add +11.6% | 7,011 | $638K |
| Legacy Capital Group California, Inc. | 0.23% | Reduce -4.7% | 6,891 | $637K |
| Resurgent Financial Advisors LLC | 0.34% | Add +2.8% | 6,876 | $635K |
| RDA Financial Network | 0.22% | Reduce -15.2% | 6,844 | $633K |
| Aspire Private Capital, LLC | 0.16% | Add +9.5% | 6,770 | $626K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -10.2% | 6,757 | $624K |
| Blair William & Co. | 0.00% | Add +147.0% | 6,699 | $619K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -4.0% | 6,630 | $613K |
| Adams Wealth Management | 0.15% | Add +5.0% | 6,590 | $609K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -1.7% | 6,566 | $607K |
| Tidal Investments LLC | 0.01% | Reduce -24.9% | 6,507 | $601K |
| Principal Financial Group Inc. | 0.00% | Add +3.7% | 6,448 | $596K |
| 180 Wealth Advisors, LLC | 0.11% | Reduce -0.5% | 6,445 | $596K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +6.3% | 6,436 | $595K |
| First National Corp. /Ma/ | 0.15% | No change | 6,309 | $594K |
| Rede Wealth, LLC | 0.25% | Add +97.3% | 6,414 | $593K |
| Magnus Financial Group LLC | 0.07% | Add +17.9% | 6,401 | $592K |
| Evolution Wealth Advisors, LLC | 0.11% | No change | 6,401 | $592K |
| Advisory Alpha, LLC | 0.02% | Reduce -5.1% | 6,384 | $590K |
| Financial Enhancement Group LLC | 0.10% | Reduce -33.1% | 6,464 | $585K |
| Pinnacle Family Advisors, LLC | 0.31% | Reduce -2.5% | 6,294 | $582K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -39.9% | 6,284 | $581K |
| FineMark National Bank & Trust | 0.02% | Reduce -8.0% | 6,282 | $581K |
| JT Stratford LLC | 0.12% | Add +8.4% | 6,264 | $579K |
| Absolute Capital Management, LLC | 0.37% | Reduce -5.2% | 6,248 | $577K |
| Courier Capital LLC | 0.04% | No change | 6,195 | $573K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | New | 6,060 | $560K |
| Financial Gravity Asset Management, Inc. | 0.16% | Reduce -98.3% | 5,895 | $555K |
| Friedenthal Financial | 0.34% | Add +3.0% | 5,995 | $554K |
| TrueWealth Advisors, LLC | 0.21% | Add +0.6% | 5,972 | $552K |
| MKT Advisors LLC | 0.30% | Add +25.2% | 6,112 | $551K |
| World Equity Group, Inc. | 0.11% | Reduce -21.6% | 5,940 | $549K |
| EP Wealth Advisors, LLC | 0.01% | Add +7.6% | 5,930 | $548K |
| Clare Market Investments LLC | 0.17% | Reduce -11.6% | 5,916 | $547K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.6% | 5,865 | $542K |
| WR Wealth Planners, LLC | 0.17% | Reduce -15.3% | 5,862 | $542K |
| Pinnacle Bancorp, Inc. | 0.16% | Add +38.6% | 5,776 | $534K |
| Verdence Capital Advisors LLC | 0.05% | Add +2.5% | 5,774 | $534K |
| Summit Financial, LLC | 0.03% | Reduce -3.2% | 5,739 | $530K |
| Main Street Financial Solutions, LLC | 0.06% | Add +60.0% | 5,682 | $525K |
| Wintrust Investments LLC | 0.05% | Add +22.6% | 5,667 | $524K |
| Keel Point, LLC | 0.05% | Add +0.8% | 5,473 | $506K |
| Global Assets Advisory, LLC | 0.30% | New | 5,494 | $503K |
| Trinity Wealth Management, LLC | 0.26% | Reduce -8.3% | 5,380 | $497K |
| Narus Financial Partners, LLC | 0.21% | Add +7.7% | 5,377 | $497K |
| TAP Consulting, LLC | 0.11% | New | 5,341 | $494K |
| Level Four Advisory Services, LLC | 0.03% | No change | 5,206 | $490K |
| Vermillion & White Wealth Management Group, LLC | 0.39% | Add +78.7% | 5,259 | $486K |
| Tranquilli Financial Advisor LLC | 0.32% | Reduce -62.7% | 5,221 | $483K |
| Haverford Financial Services, Inc. | 0.14% | Reduce -1.8% | 5,212 | $482K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.2% | 5,198 | $480K |
| Tritonpoint Wealth, LLC | 0.05% | Add +581.4% | 37,484 | $474K |
| Catalina Capital Group, LLC | 0.20% | Add +1.9% | 5,084 | $470K |
| TD Private Client Wealth LLC | 0.02% | Reduce -4.6% | 5,083 | $470K |
| Koshinski Asset Management, Inc. | 0.05% | Add +15.3% | 5,018 | $464K |
| AlphaCentric Advisors LLC | 0.28% | New | 5,000 | $462K |
| Successful Portfolios LLC | 0.31% | Add +23.9% | 4,987 | $461K |
| Financial Life Advisors | 0.19% | Reduce -64.9% | 4,934 | $456K |
| Coppell Advisory Solutions Corp. | 0.09% | — | 4,929 | $456K |
| Oliver Lagore Vanvalin Investment Group | 0.14% | Reduce -6.3% | 4,912 | $454K |
| Silverlake Wealth Management LLC | 0.23% | Add +9.9% | 4,889 | $452K |
| First International Bank & Trust | 0.16% | Add +1.9% | 4,877 | $451K |
| Breakwater Capital Group | 0.11% | Add +11.2% | 4,874 | $450K |
| Founders Financial Securities LLC | 0.05% | Reduce -43.2% | 4,873 | $450K |
| OMNI 360 Wealth, Inc. | 0.37% | Add +13.9% | 4,858 | $449K |
| Midwest Heritage Bank, FSB | 0.24% | Add +9.8% | 4,857 | $449K |
| Legacy Edge Advisors, LLC | 0.09% | Add +94.5% | 4,805 | $444K |
| Beacon Financial Advisory LLC | 0.22% | Reduce -6.7% | 4,793 | $443K |
| Meridian Wealth Management, LLC | 0.07% | Reduce -23.1% | 4,719 | $436K |
| Latitude Advisors, LLC | 0.27% | Add +26.7% | 4,699 | $434K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -7.4% | 4,685 | $433K |
| Norway Savings Bank | 0.18% | Reduce -45.7% | 4,662 | $431K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -9.4% | 4,593 | $425K |
| Wellington Wealth Strategies, LLC. | 0.19% | New | 4,524 | $418K |
| Baker Tilly Wealth Management, LLC | 0.08% | Reduce -15.7% | 4,521 | $418K |
| FinTrust Capital Advisors, LLC | 0.08% | Add +2.4% | 4,505 | $416K |
| NorthCoast Asset Management LLC | 0.01% | Add +23.5% | 4,493 | $415K |
| Financial Freedom, LLC | 0.24% | Add +0.6% | 4,380 | $405K |
| Patten Group, Inc. | 0.10% | Reduce -16.9% | 4,379 | $405K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +0.5% | 4,372 | $404K |
| Fermata Advisors, LLC | 0.09% | New | 4,370 | $404K |
| W Advisors, LLC | 0.27% | Add +3.0% | 4,329 | $400K |
| LongView Wealth Management | 0.15% | Reduce -29.6% | 4,215 | $390K |
| Mgo One Seven LLC | 0.02% | Reduce -10.7% | 4,192 | $387K |
| Heritage Wealth Management, LLC | 0.20% | Reduce -4.0% | 4,175 | $386K |
| Semus Wealth Partners LLC | 0.32% | Reduce -9.0% | 4,160 | $384K |
| ONE Advisory Partners, LLC | 0.19% | Add +0.8% | 4,129 | $382K |
| Resonant Capital Advisors, LLC | 0.03% | New | 4,123 | $381K |
| IVC Wealth Advisors LLC | 0.22% | Reduce -3.0% | 4,066 | $376K |
| Virtue Capital Management, LLC | 0.07% | Reduce -12.2% | 4,052 | $367K |
| Americana Partners, LLC | 0.03% | Reduce -66.6% | 3,941 | $364K |
| HFG Wealth Management, LLC | 0.21% | Reduce -88.8% | 3,878 | $358K |
| Cynosure Group, LLC | 0.06% | Reduce -74.9% | 3,817 | $353K |
| PPM America Inc. | 2.35% | New | 3,800 | $351K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | New | 3,803 | $348K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +9.3% | 3,653 | $338K |
| FSC Wealth Advisors, LLC | 0.23% | Add +65.1% | 3,552 | $328K |
| Raffa Wealth Management, LLC | 0.10% | No change | 3,519 | $325K |
| Connecticut Wealth Management, LLC | 0.02% | Add +0.9% | 3,508 | $324K |
| Monetary Management Group Inc. | 0.09% | No change | 3,500 | $323K |
| CoreCap Advisors, LLC | 0.02% | Add +4.1% | 3,491 | $323K |
| Berger Financial Group, Inc | 0.03% | Add +25.3% | 3,463 | $320K |
| Moneco Advisors, LLC | 0.05% | Reduce -7.7% | 3,453 | $319K |
| BOS Asset Management, LLC | 0.17% | Reduce -51.1% | 3,448 | $319K |
| Centaurus Financial, Inc. | 0.02% | Add +104.8% | 3,441 | $318K |
| W.H. Cornerstone Investments Inc. | 0.23% | Reduce -39.8% | 3,432 | $317K |
| Windward Private Wealth Management Inc. | 0.13% | Reduce -1.6% | 3,416 | $316K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -5.6% | 3,414 | $316K |
| Ifrah Financial Services, Inc. | 0.09% | Add +2.5% | 3,411 | $315K |
| PFG Advisors | 0.02% | Reduce -14.5% | 3,356 | $310K |
| City State Bank | 0.14% | Add +0.8% | 3,334 | $308K |
| Independent Financial Group, LLC | 0.01% | Add +4.5% | 3,330 | $308K |
| First Citizens Asset Management, Inc. | 0.12% | Reduce -7.7% | 3,312 | $306K |
| Citigroup Inc. | 0.00% | Reduce -32.2% | 3,298 | $305K |
| Legacy Private Trust Co. | 0.02% | New | 3,285 | $304K |
| Petix & Botte Co | 0.08% | Reduce -29.5% | 3,284 | $304K |
| Strait & Sound Wealth Management LLC | 0.17% | Add +3.7% | 3,309 | $298K |
| Global Financial Private Client, LLC | 0.13% | Reduce -12.2% | 3,249 | $298K |
| United Community Bank | 0.11% | No change | 3,190 | $295K |
| Whittier Trust Co. | 0.00% | Reduce -0.6% | 3,146 | $291K |
| HBW Advisory Services LLC | 0.05% | No change | 3,086 | $290K |
| Private Portfolio Partners LLC | 0.06% | Reduce -7.1% | 3,122 | $289K |
| Colonial Trust Co / SC | 0.05% | Reduce -12.3% | 3,116 | $288K |
| Flagstar Securities, Inc. | 0.08% | Add +13.7% | 3,098 | $286K |
| C2C Wealth Management, LLC | 0.28% | No change | 3,041 | $281K |
| Estate Counselors, LLC | 0.03% | New | 3,020 | $279K |
| Core Wealth Partners LLC | 0.21% | New | 3,012 | $278K |
| StoneX Group Inc. | 0.02% | Reduce -41.5% | 2,993 | $277K |
| First Hawaiian Bank | 0.01% | Reduce -28.0% | 2,985 | $276K |
| Twin City Private Wealth, LLC | 0.27% | — | 2,983 | $276K |
| Bristlecone Advisors, LLC | 0.02% | Add +4.3% | 2,970 | $274K |
| HB Wealth Management, LLC | 0.00% | New | 2,938 | $272K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -13.8% | 2,928 | $271K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -12.1% | 2,979 | $270K |
| Colton Groome Financial Advisors, LLC | 0.11% | Reduce -61.5% | 2,905 | $268K |
| Continuum Advisory, LLC | 0.04% | Reduce -6.7% | 2,940 | $268K |
| RPg Family Wealth Advisory, LLC | 0.08% | New | 2,889 | $267K |
| FSB Premier Wealth Management, Inc. | 0.12% | New | 2,887 | $267K |
| Lanark Financial, Inc. | 0.02% | Reduce -8.1% | 2,839 | $262K |
| Delos Wealth Advisors, LLC | 0.29% | Add +1.3% | 2,812 | $260K |
| World Investment Advisors | 0.04% | Reduce -82.5% | 2,779 | $257K |
| Chesapeake Wealth Management | 0.09% | Reduce -41.9% | 2,778 | $257K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +0.6% | 2,750 | $254K |
| Scotia Capital Inc. | 0.00% | Reduce -0.4% | 2,745 | $254K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -27.3% | 2,731 | $252K |
| Kingdom Financial Group LLC. | 0.18% | New | 2,719 | $251K |
| Fiduciary Alliance LLC | 0.04% | Reduce -58.0% | 2,727 | $250K |
| Rosenberg Matthew Hamilton | 0.07% | Add +96.7% | 2,703 | $248K |
| Argent Trust Co | 0.01% | Reduce -40.7% | 2,677 | $247K |
| Eagle Global Advisors LLC | 0.01% | Reduce -2.9% | 2,652 | $245K |
| American Financial Advisors, LLC | 0.03% | Reduce -2.3% | 2,639 | $244K |
| New Republic Capital, LLC | 0.15% | Add +5.0% | 2,636 | $244K |
| Collaborative Wealth Managment Inc. | 0.12% | Add +18.4% | 2,539 | $235K |
| Richardson Financial Services Inc. | 0.17% | Add +65.1% | 2,537 | $234K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -4.3% | 2,540 | $234K |
| Enterprise Bank & Trust Co | 0.08% | No change | 2,485 | $230K |
| FWG Investments, LLC. | 0.25% | Add +0.9% | 2,477 | $229K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.1% | 2,453 | $227K |
| Vident Advisory, LLC | 0.00% | Reduce -33.5% | 2,450 | $226K |
| Objective Capital Management, LLC | 0.15% | New | 2,442 | $226K |
| Waterloo Capital, L.P. | 0.03% | Reduce -10.3% | 2,420 | $224K |
| Eq LLC | 0.14% | New | 2,378 | $220K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 2,375 | $219K |
| Rice Partnership, LLC | 0.05% | New | 2,339 | $216K |
| Lake Street Private Wealth, LLC | 0.03% | Add +0.4% | 2,285 | $211K |
| Northland Capital Management LLC | 0.15% | No change | 2,282 | $211K |
| Intellectus Partners, LLC | 0.06% | No change | 2,282 | $211K |
| Money Concepts Capital Corp. | 0.02% | New | 2,277 | $210K |
| Cornerstone Planning Group LLC | 0.07% | Reduce -55.5% | 2,319 | $210K |
| Avior Wealth Management, LLC | 0.01% | Add +986.5% | 2,249 | $208K |
| Farrell Financial LLC | 0.17% | Reduce -23.2% | 2,248 | $208K |
| Commerce Bank | 0.00% | Reduce -24.7% | 2,226 | $206K |
| Waverly Advisors, LLC | 0.00% | New | 2,220 | $205K |
| AlTi Global, Inc. | 0.01% | New | 2,212 | $204K |
| River Street Advisors LLC | 0.14% | New | 2,212 | $204K |
| Regions Financial Corp. | 0.00% | Add +1.5% | 2,203 | $204K |
| Peoples Bank | 0.11% | No change | 2,177 | $201K |
| Bulltick Wealth Management, LLC | 0.04% | Reduce -13.6% | 2,172 | $201K |
| Raleigh Capital Management Inc. | 0.08% | Reduce -18.4% | 2,120 | $196K |
| Tidemark, LLC | 0.11% | Reduce -19.5% | 2,053 | $190K |
| REAP Financial Group, LLC | 0.05% | Reduce -4.8% | 2,028 | $187K |
| Deutsche Bank AG | 0.00% | Add +1927.7% | 1,906 | $176K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -88.0% | 1,900 | $176K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,750 | $162K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.6% | 1,720 | $159K |
| Aspire Wealth Management Corp | 0.10% | Add +1.7% | 1,716 | $159K |
| Sound Income Strategies, LLC | 0.01% | Add +29.7% | 1,637 | $151K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -10.0% | 1,557 | $144K |
| Sanctuary Wealth Management, L.L.C. | 0.12% | No change | 1,533 | $142K |
| LGT Financial Advisors LLC | 0.16% | Reduce -28.6% | 1,507 | $139K |
| Crewe Advisors LLC | 0.02% | Add +62.8% | 1,426 | $132K |
| Cape Investment Advisory, Inc. | 0.06% | Reduce -29.7% | 1,394 | $129K |
| Archer Investment Corp | 0.04% | Reduce -19.9% | 1,390 | $128K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -4.2% | 1,336 | $124K |
| Phillips Financial Management, LLC | 0.01% | Reduce -3.5% | 1,308 | $121K |
| Criterion Capital Advisors, LLC | 0.08% | Add +1.3% | 1,231 | $114K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -17.9% | 1,106 | $102K |
| Hall Laurie J Trustee | 0.04% | No change | 1,100 | $102K |
| Annapolis Financial Services, LLC | 0.03% | Reduce -4.8% | 1,076 | $99K |
| TD Waterhouse Canada Inc. | 0.00% | Add +402.8% | 1,081 | $99K |
| Tucker Asset Management LLC | 0.02% | Add +313.6% | 1,067 | $99K |
| Concord Wealth Partners | 0.02% | Reduce -37.8% | 1,050 | $97K |
| Abich Financial Wealth Management LLC | 0.07% | Reduce -29.7% | 1,037 | $96K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -99.4% | 939 | $87K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +900.0% | 930 | $86K |
| Provenance Wealth Advisors, LLC | 0.01% | New | 920 | $85K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 870 | $80K |
| Realta Investment Advisors | 0.02% | New | 852 | $79K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +1.2% | 829 | $77K |
| American National Bank & Trust | 0.01% | New | 826 | $76K |
| Palisade Asset Management, LLC | 0.01% | New | 792 | $73K |
| Element Wealth, LLC | 0.04% | Add +605.5% | 769 | $71K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 769 | $71K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 754 | $70K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 750 | $69K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -45.1% | 707 | $65K |
| Tsfg, LLC | 0.02% | Reduce -26.4% | 698 | $65K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +3.0% | 659 | $61K |
| Motco | 0.00% | New | 650 | $60K |
| Signaturefd, LLC | 0.00% | Add +130.0% | 605 | $56K |
| Headlands Technologies LLC | 0.01% | New | 592 | $55K |
| National Bank of Canada | 0.00% | No change | 601 | $55K |
| Gradient Investments LLC | 0.00% | Reduce -38.6% | 574 | $53K |
| Templeton & Phillips Capital Management, LLC | 0.05% | New | 553 | $51K |
| Highline Wealth Partners LLC | 0.02% | Add +1703.3% | 541 | $50K |
| MB Generational Wealth, LLC | 0.04% | New | 18,155 | $46K |
| AllSquare Wealth Management LLC | 0.03% | No change | 500 | $46K |
| Ransom Advisory, Ltd | 0.02% | — | 500 | $46K |
| Gilliland Jeter Wealth Management LLC | 0.02% | New | 493 | $46K |
| CENTRAL TRUST Co | 0.00% | Add +64.6% | 456 | $42K |
| Alaska Wealth Advisors, LLC | 0.01% | Reduce -37.7% | 419 | $39K |
| Rothschild Investment LLC | 0.00% | Add +14.3% | 407 | $38K |
| Thompson Investment Management, Inc. | 0.01% | No change | 395 | $37K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 391 | $36K |
| Oakworth Capital, Inc. | 0.00% | No change | 375 | $35K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 366 | $34K |
| Versant Capital Management, Inc | 0.01% | New | 351 | $32K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 340 | $31K |
| Centennial Bank | 0.02% | Add +11.0% | 322 | $30K |
| Castleview Partners, LLC | 0.02% | No change | 313 | $29K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -90.3% | 300 | $28K |
| Financial Management Professionals, Inc. | 0.00% | New | 282 | $26K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -26.7% | 277 | $26K |
| MCF Advisors LLC | 0.00% | Reduce -0.4% | 261 | $24K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 200 | $18K |
| Birchbrook, Inc. | 0.01% | No change | 199 | $18K |
| Tyler-Stone Wealth Management | 0.01% | No change | 198 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +18900.0% | 190 | $18K |
| First Pacific Financial | 0.00% | Add +656.0% | 189 | $17K |
| Heck Capital Advisors, LLC | 0.00% | Add +0.6% | 182 | $17K |
| First Personal Financial Services | 0.00% | New | 179 | $17K |
| Hantz Financial Services, Inc. | 0.00% | New | 165 | $15K |
| Qube Research & Technologies Ltd | 0.00% | No change | 159 | $15K |
| Valley Wealth Managers, Inc. | 0.00% | Add +133.8% | 152 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 150 | $14K |
| Cambridge Trust Co. | 0.00% | No change | 145 | $13K |
| Front Row Advisors LLC | 0.00% | Add +363.3% | 139 | $13K |
| Webster Bank, N. A. | 0.00% | No change | 134 | $12K |
| Retirement Group, LLC | 0.00% | No change | 122 | $11K |
| Breakwater Investment Management | 0.01% | — | 119 | $11K |
| Bogart Wealth, LLC | 0.00% | Reduce -99.0% | 119 | $11K |
| Fifth Third Bancorp | 0.00% | Reduce -32.0% | 119 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | Add +11.3% | 118 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +791.7% | 107 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 103 | $10K |
| Future Financial Wealth Managment LLC | 0.01% | New | 102 | $9K |
| Barclays PLC | 0.00% | Reduce -50.0% | 100 | $9K |
| FSA Wealth Management LLC | 0.00% | No change | 98 | $9K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 92 | $9K |
| Private Ocean, LLC | 0.00% | No change | 92 | $9K |
| American Capital Advisory, LLC | 0.01% | New | 89 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 92 | $8K |
| Sandy Spring Bank | 0.00% | New | 87 | $8K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | New | 82 | $8K |
| WestEnd Advisors, LLC | 0.00% | No change | 81 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +368.8% | 75 | $7K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 74 | $7K |
| Valley National Advisers Inc. | 0.00% | No change | 73 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 62 | $6K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 61 | $6K |
| SRH Advisors, LLC | 0.00% | New | 61 | $6K |
| Consultiva Wealth Management, Corp. | 0.05% | — | 61 | $6K |
| Bfsg, LLC | 0.00% | Reduce -17.9% | 55 | $5K |
| Howe & Rusling Inc. | 0.00% | Reduce -74.4% | 55 | $5K |
| NFSG Corp | 0.00% | Add +25.0% | 55 | $5K |
| Central Bank & Trust Co. | 0.00% | No change | 51 | $5K |
| Clean Yield Group | 0.00% | New | 46 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 45 | $4K |
| WASHINGTON TRUST Co | 0.00% | New | 44 | $4K |
| Asset Dedication, LLC | 0.00% | New | 47 | $4K |
| ESL Trust Services, LLC | 0.00% | New | 43 | $4K |
| EPG Wealth Management LLC | 0.00% | Add +2.4% | 42 | $4K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 37 | $3K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 37 | $3K |
| WFA Asset Management Corp | 0.00% | New | 34 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 31 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 29 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 28 | $3K |
| Trivant Custom Portfolio Group, LLC | 0.00% | Reduce -99.5% | 26 | $2K |
| Investors Research Corp | 0.00% | No change | 23 | $2K |
| Western Pacific Wealth Management, LP | 0.00% | New | 19 | $2K |
| PSI Advisors, LLC | 0.00% | No change | 19 | $2K |
| Creekmur Asset Management LLC | 0.00% | Add +18.8% | 19 | $2K |
| Beacon Capital Management, LLC | 0.00% | New | 18 | $2K |
| Caitlin John, LLC | 0.00% | No change | 16 | $1K |
| North Star Investment Management Corp. | 0.00% | No change | 16 | $1K |
| Balefire, LLC | 0.00% | Add +1400.0% | 15 | $1K |
| Eukles Asset Management | 0.00% | No change | 14 | $1K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 14 | $1K |
| Piscataqua Savings Bank | 0.00% | New | 14 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 13 | $1K |
| Granite FO LLC | 0.00% | New | 12 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 10 | $953 |
| Naples Money Management LLC | 0.00% | No change | 10 | $924 |
| Key Financial Inc | 0.00% | No change | 10 | $924 |
| Vima LLC | 0.00% | No change | 7 | $663 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 4 | $370 |
| AlphaMark Advisors, LLC | 0.00% | No change | 5 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 5 | $0 |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.