iShares MBS ETFMBBETF
13F holders, Q2 2024 (June 30)836holders −4
69new positions
85sold out
3famous investors
$91.79avg. 13F price*
At the end of Q2 2024, 836 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, down 4 from Q1 2024. 69 opened new positions and 85 sold out. The largest holders were Bank of America Corp. ($6.7B), JPMorgan Chase & Co. ($2.7B) and Envestnet Asset Management Inc. ($2.3B). 3 famous investors held it, including Ray Dalio (0.7% of Bridgewater Associates's portfolio), Ken Fisher (0.7% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $166.4M |
| Exits | 85 | $263.5M |
All 13F filers, Q1 2024 → Q2 2024: 43,127,116 shares bought and 19,322,018 shares sold, net +23,805,098 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 836 holders
| Bank of America Corp. | 0.64% | Add +1.7% | 72,791,978 | $6.7B |
| JPMorgan Chase & Co. | 0.23% | Add +15.4% | 29,143,369 | $2.7B |
| Envestnet Asset Management Inc. | 0.80% | Add +12.7% | 25,036,908 | $2.3B |
| LPL Financial LLC | 0.83% | Add +6.8% | 18,051,515 | $1.7B |
| Fisher Asset Management | 0.67% | Add +3029.9% | 16,861,335 | $1.5B |
| Ameriprise Financial Inc. | 0.34% | Reduce -0.3% | 13,581,137 | $1.2B |
| Morgan Stanley | 0.05% | Add +0.3% | 7,685,011 | $705.6M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +6383.3% | 5,555,839 | $510.1M |
| Tiaa Trust, National Association | 1.35% | Add +2.3% | 4,768,602 | $437.8M |
| Stifel Financial Corp. | 0.36% | Reduce -0.8% | 3,522,971 | $323.4M |
| Truist Financial Corp. | 0.48% | Reduce -2.9% | 3,401,119 | $312.3M |
| Bank of New York Mellon Corp | 0.06% | Reduce -3.7% | 3,309,517 | $303.8M |
| State of Tennessee, Department of Treasury | 1.07% | Add +4.9% | 3,185,752 | $292.5M |
| Allworth Financial LP | 1.79% | Add +8.0% | 2,998,855 | $278.3M |
| Envestnet Portfolio Solutions, Inc. | 0.91% | Add +1.5% | 2,835,063 | $260.3M |
| PNC Financial Services Group, Inc. | 0.17% | Add +646.5% | 2,786,023 | $255.8M |
| Wells Fargo & Company | 0.06% | Reduce -20.2% | 2,596,877 | $238.4M |
| Rwa Wealth Partners, LLC | 2.96% | Add +7.2% | 2,443,681 | $224.4M |
| Sei Investments Co. | 0.31% | Add +20.8% | 2,387,756 | $219.2M |
| BlackRock Inc. | 0.00% | Reduce -6.5% | 2,259,258 | $207.4M |
| Cwm, LLC | 0.97% | Reduce -3.7% | 2,235,868 | $205.3M |
| Dynasty Wealth Management, LLC | 5.25% | Add +13.4% | 1,940,076 | $178.1M |
| UBS Group AG | 0.05% | Add +1.1% | 1,919,120 | $176.2M |
| Royal Bank of Canada | 0.04% | Reduce -6.0% | 1,891,162 | $173.6M |
| Quotient Wealth Partners, LLC | 5.86% | Add +9.6% | 1,822,529 | $167.3M |
| FMR LLC | 0.01% | Add +0.9% | 1,817,946 | $166.9M |
| Midland Wealth Advisors, LLC | 9.68% | Add +3.0% | 1,778,339 | $163.3M |
| OneDigital Investment Advisors LLC | 1.85% | Add +22.5% | 1,616,040 | $148.4M |
| United Capital Financial Advisors, LLC | 1.19% | Reduce -1.4% | 1,508,146 | $138.5M |
| Blue Trust, Inc. | 1.87% | Reduce -0.3% | 1,476,042 | $136.4M |
| Bridgewater Associates | 0.70% | Reduce -1.6% | 1,454,200 | $133.5M |
| Cetera Investment Advisers | 0.31% | Reduce -3.2% | 1,448,176 | $133.0M |
| Park Avenue Securities LLC | 1.59% | Add +3.0% | 1,418,270 | $130.2M |
| Janney Montgomery Scott LLC | 0.39% | Add +4.3% | 1,391,515 | $127.8M |
| Hancock Whitney Corp. | 4.27% | Add +3.0% | 1,370,141 | $125.8M |
| Composition Wealth, LLC | 3.04% | Add +53.5% | 1,357,075 | $124.6M |
| MML Investors Services, LLC | 0.49% | Add +3.6% | 1,308,553 | $120.1M |
| Money Design Co.,Ltd. | 5.90% | Add +13.1% | 1,193,101 | $109.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.08% | Add +4.5% | 1,121,472 | $103.0M |
| Bank of Montreal | 0.03% | Reduce -59.4% | 1,012,219 | $93.7M |
| Bessemer Group Inc. | 0.16% | No change | 994,220 | $91.3M |
| Asset Management One Co., Ltd. | 0.33% | Reduce -6.8% | 940,914 | $86.4M |
| Merit Financial Group, LLC | 1.80% | Add +946.2% | 887,094 | $81.4M |
| NorthCoast Asset Management LLC | 0.64% | Add +18155.2% | 820,205 | $75.4M |
| Sensible Financial Planning & Management, LLC. | 13.12% | Add +4.0% | 661,103 | $60.7M |
| Avidian Wealth Enterprises, LLC | 2.80% | Add +3.7% | 633,313 | $58.1M |
| Raymond James & Associates | 0.04% | Add +23.0% | 631,313 | $58.0M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -8.2% | 620,527 | $57.0M |
| State of Michigan Retirement System | 0.28% | Reduce -61.7% | 600,000 | $55.1M |
| Alliancebernstein L.P. | 0.02% | Reduce -3.4% | 584,470 | $53.7M |
| Allianz Asset Management GmbH | 0.09% | Add +45.3% | 579,909 | $53.2M |
| CIBC Asset Management Inc | 0.19% | Add +20.7% | 579,658 | $53.2M |
| US Bancorp \de | 0.07% | Reduce -7.7% | 557,870 | $51.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.25% | Add +6.7% | 538,736 | $49.7M |
| Rockland Trust Co. | 2.57% | Add +2.3% | 531,644 | $48.8M |
| Willis Johnson & Associates, Inc. | 3.79% | Add +8.4% | 503,275 | $46.2M |
| Mill Creek Capital Advisors, LLC | 1.17% | Add +2.6% | 500,530 | $46.0M |
| Korea Investment CORP | 0.12% | No change | 500,000 | $45.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.3% | 490,746 | $45.1M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -2.5% | 484,979 | $44.5M |
| NewEdge Advisors, LLC | 0.32% | Add +57.0% | 473,381 | $43.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.11% | Add +19.0% | 456,713 | $41.9M |
| SkyView Investment Advisors, LLC | 7.32% | Add +0.5% | 436,410 | $40.9M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +57.8% | 426,380 | $39.1M |
| Capital Investment Advisors, LLC | 0.87% | Add +1.0% | 418,092 | $38.4M |
| Conning Inc. | 1.33% | No change | 387,672 | $35.6M |
| Thrivent Financial for Lutherans | 0.07% | Add +3.7% | 386,245 | $35.5M |
| Manning & Napier Advisors LLC | 0.40% | — | 380,956 | $35.0M |
| Sumitomo Mitsui Financial Group, Inc. | 1.07% | Add +6.0% | 375,886 | $34.5M |
| Lutz Financial Services LLC | 2.98% | Add +22.6% | 371,967 | $34.2M |
| Strategic Wealth Partners, Ltd. | 3.47% | Add +6.5% | 361,963 | $33.2M |
| CFS Investment Advisory Services, LLC | 2.68% | New | 360,378 | $33.1M |
| Osaic Holdings, Inc. | 0.08% | Add +10.7% | 352,497 | $32.4M |
| Nottingham Advisors, Inc. | 3.80% | Add +4.4% | 349,198 | $32.1M |
| JB Capital LLC | 1.96% | Add +1.2% | 341,457 | $31.3M |
| Capital Advisors Inc. | 0.65% | Reduce -2.5% | 340,600 | $31.3M |
| Zurich Insurance Group Ltd | 0.27% | No change | 338,060 | $31.0M |
| Assetmark, Inc. | 0.09% | Reduce -10.8% | 326,842 | $30.0M |
| Johnson Financial Group, Inc. | 1.45% | Reduce -39.2% | 325,235 | $29.9M |
| Sanctuary Advisors, LLC | 0.22% | — | 330,475 | $29.7M |
| Corient Private Wealth LP | 0.05% | Add +5.0% | 306,037 | $28.1M |
| Atria Wealth Solutions, Inc. | 0.31% | Reduce -3.6% | 303,414 | $27.9M |
| Foundations Investment Advisors, LLC | 0.67% | Add +9.1% | 299,401 | $27.5M |
| Sage Advisory Services, Ltd.Co. | 7.66% | Add +1.4% | 297,228 | $27.3M |
| St Germain D J Co. Inc. | 1.31% | Add +1.5% | 294,005 | $27.0M |
| Franklin Resources Inc. | 0.01% | Reduce -3.6% | 292,641 | $26.9M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -19.9% | 288,222 | $26.5M |
| PointState Capital LP | 0.73% | New | 274,678 | $25.2M |
| West Coast Financial LLC | 2.94% | Add +14.5% | 269,856 | $24.8M |
| Bangor Savings Bank | 2.45% | Add +14.6% | 267,199 | $24.5M |
| Park Avenue Institutional Advisers LLC | 36.21% | Add +74.3% | 265,000 | $24.3M |
| Acorns Advisers, LLC | 0.26% | Add +6.1% | 261,624 | $24.0M |
| Clearwater Capital Advisors, LLC | 2.48% | Add +3.9% | 255,071 | $23.4M |
| Arvest Investments, Inc. | 3.55% | Add +2.3% | 241,476 | $22.2M |
| Integrated Wealth Concepts LLC | 0.30% | Add +18.4% | 237,831 | $21.8M |
| CreativeOne Wealth, LLC | 1.09% | Reduce -39.6% | 234,681 | $21.5M |
| Parnassus Investments, LLC | 0.05% | No change | 232,752 | $21.4M |
| Galvin, Gaustad & Stein, LLC | 2.01% | Reduce -2.2% | 232,706 | $21.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -19.4% | 232,685 | $21.4M |
| Concourse Financial Group Securities, Inc. | 1.29% | Reduce -5.3% | 224,682 | $20.6M |
| Horst & Graben Wealth Management LLC | 3.91% | Reduce -1.6% | 222,728 | $20.4M |
| Keybank National Association | 0.08% | Reduce -5.9% | 222,533 | $20.4M |
| Tortoise Investment Management, LLC | 2.29% | Reduce -1.8% | 218,344 | $20.0M |
| RKL Wealth Management LLC | 1.93% | Add +0.4% | 217,834 | $20.0M |
| Modera Wealth Management, LLC | 0.29% | Add +19.6% | 213,557 | $19.6M |
| Advocacy Wealth Management, LLC | 1.61% | Add +9.3% | 212,482 | $19.5M |
| HighTower Advisors, LLC | 0.03% | Add +56.6% | 210,185 | $19.3M |
| Parkside Investments, LLC | 3.01% | Add +4.9% | 208,060 | $19.1M |
| Pathstone Holdings, LLC | 0.09% | Add +0.1% | 206,374 | $18.9M |
| Prudential Financial Inc. | 0.03% | Add +7.7% | 205,630 | $18.9M |
| Eagle Ridge Investment Management | 1.74% | Add +3.2% | 204,766 | $18.8M |
| Northland Capital Management LLC | 13.10% | Add +8830.5% | 203,793 | $18.7M |
| Toronto Dominion Bank | 0.03% | New | 200,000 | $18.4M |
| Kingsview Wealth Management, LLC | 0.43% | Add +6.4% | 199,080 | $18.3M |
| FDx Advisors, Inc. | 5.00% | Reduce -1.9% | 197,124 | $18.1M |
| Confluence Investment Management LLC | 0.26% | Reduce -0.8% | 196,153 | $18.0M |
| Creative Planning | 0.02% | Reduce -25.6% | 193,406 | $17.8M |
| Meridian Wealth Partners, LLC | 3.10% | Add +7.6% | 191,558 | $17.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 188,686 | $17.3M |
| Atria Investments, Inc | 0.22% | Reduce -3.3% | 187,061 | $17.2M |
| Stephens Inc. | 0.25% | Add +0.2% | 179,851 | $16.5M |
| Sharkey, Howes & Javer | 2.62% | Add +5.2% | 176,634 | $16.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +4.0% | 189,817 | $16.0M |
| High Falls Advisors, Inc | 3.85% | Add +2.1% | 172,420 | $15.8M |
| Mariner, LLC | 0.03% | Reduce -1.1% | 168,883 | $15.5M |
| CIBC Private Wealth Group LLC | 0.03% | Add +7.0% | 165,896 | $15.3M |
| Resona Asset Management Co.,Ltd. | 0.09% | Reduce -44.7% | 165,805 | $15.2M |
| Avantax Advisory Services, Inc. | 0.11% | Add +33.3% | 164,480 | $15.1M |
| Banque Cantonale Vaudoise | 0.60% | Add +6.5% | 163,450 | $15.0M |
| NewSquare Capital LLC | 1.29% | Add +2.6% | 163,199 | $15.0M |
| TCW Group Inc. | 0.13% | Reduce -0.1% | 157,922 | $14.5M |
| Global Retirement Partners, LLC | 0.44% | Add +12.8% | 153,423 | $14.1M |
| AE Wealth Management LLC | 0.14% | Reduce -5.0% | 152,828 | $14.0M |
| Austin Private Wealth, LLC | 1.48% | Add +5.1% | 149,411 | $13.7M |
| Alera Investment Advisors, LLC | 1.64% | New | 148,214 | $13.6M |
| Perigon Wealth Management, LLC | 0.39% | Add +2.8% | 146,871 | $13.5M |
| Goelzer Investment Management, Inc. | 0.75% | Reduce -5.4% | 145,249 | $13.3M |
| Marshall Wace, LLP | 0.02% | Add +241.4% | 143,400 | $13.2M |
| Private Advisor Group, LLC | 0.09% | Reduce -6.0% | 142,260 | $13.1M |
| Guggenheim Capital LLC | 0.09% | Reduce -1.1% | 139,776 | $12.8M |
| Icon Wealth Advisors, LLC | 1.12% | Reduce -4.2% | 134,384 | $12.6M |
| Boltwood Capital Management | 3.93% | Reduce -3.5% | 136,992 | $12.6M |
| Tandem Wealth Advisors LLC | 6.68% | Add +2.3% | 135,808 | $12.5M |
| SteelPeak Wealth, LLC | 0.59% | Add +4.3% | 135,642 | $12.5M |
| BNP Paribas Financial Markets | 0.01% | Add +87.4% | 135,328 | $12.4M |
| Hilltop Holdings Inc. | 1.42% | Add +1.9% | 132,995 | $12.2M |
| Leuthold Group, LLC | 1.40% | Reduce -0.4% | 131,587 | $12.1M |
| Invst, LLC | 1.30% | Add +14.7% | 129,805 | $11.8M |
| Kelman-Lazarov, Inc. | 2.19% | Add +45.9% | 128,032 | $11.8M |
| Spectrum Investment Advisors, Inc. | 8.45% | Add +67.1% | 125,792 | $11.5M |
| Stone House Investment Management, LLC | 2.99% | Add +9.4% | 125,321 | $11.5M |
| Farther Finance Advisors, LLC | 0.55% | Add +13.4% | 125,574 | $11.4M |
| Vise Technologies, Inc. | 1.98% | Add +16.5% | 123,125 | $11.3M |
| Trek Financial, LLC | 0.88% | Reduce -5.7% | 120,691 | $11.1M |
| EverSource Wealth Advisors, LLC | 0.74% | Add +28.8% | 117,769 | $11.1M |
| Beacon Bridge Wealth Partners, LLC | 4.95% | Reduce -1.2% | 117,568 | $10.8M |
| Checchi Capital Advisers, LLC | 0.85% | Add +13.3% | 117,079 | $10.7M |
| Shelter Mutual Insurance Co | 2.78% | No change | 116,520 | $10.7M |
| Leavell Investment Management, Inc. | 0.57% | Add +33.5% | 113,376 | $10.4M |
| Altfest L J & Co. Inc. | 1.40% | Add +2.1% | 111,315 | $10.2M |
| Comerica Bank | 0.04% | Add +79.2% | 110,774 | $10.2M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +4.6% | 110,767 | $10.2M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +4.6% | 110,767 | $10.2M |
| Kelly Financial Services LLC | 3.63% | Add +6.9% | 110,471 | $10.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.7% | 110,351 | $10.1M |
| Federated Hermes, Inc. | 0.02% | Add +61.8% | 107,250 | $9.8M |
| Security Financial Services, INC. | 2.14% | Add +2.0% | 107,069 | $9.8M |
| Cabot Wealth Management Inc. | 1.29% | Add +4.2% | 106,836 | $9.8M |
| World Investment Advisors | 0.61% | Add +3728.8% | 106,401 | $9.8M |
| Rational Advisors, Inc. | 0.98% | Reduce -52.9% | 106,272 | $9.8M |
| Cim, LLC | 1.43% | Add +2.4% | 99,563 | $9.5M |
| CI Investments Inc. | 0.04% | No change | 103,857 | $9.5M |
| Wooster Corthell Wealth Management, Inc. | 2.16% | Add +1.6% | 103,840 | $9.5M |
| Financial Advocates Investment Management | 0.59% | Add +7.8% | 103,740 | $9.5M |
| Cornerstone Management, Inc. | 2.09% | Add +19.9% | 103,425 | $9.5M |
| Brookstone Capital Management | 0.15% | Reduce -53.5% | 100,104 | $9.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 101,000 | $9.3M |
| Farmers & Merchants Investments Inc. | 0.31% | Add +19.3% | 100,541 | $9.2M |
| Advisors Preferred, LLC | 1.59% | New | 101,363 | $9.2M |
| Betterment LLC | 0.02% | Reduce -21.0% | 98,852 | $9.1M |
| HTLF Bank | 1.03% | Add +2.2% | 98,139 | $9.0M |
| Bartlett & Co. Wealth Management LLC | 0.14% | Reduce -1.9% | 97,200 | $8.9M |
| Community Trust & Investment Co. | 0.61% | Reduce -5.7% | 97,180 | $8.9M |
| First Trust Advisors LP | 0.01% | Reduce -17.8% | 96,210 | $8.8M |
| Theory Financial LLC | 4.16% | Add +3.6% | 95,958 | $8.8M |
| Blankinship & Foster, LLC | 2.26% | Reduce -0.5% | 95,361 | $8.8M |
| TSA Wealth Managment LLC | 3.73% | Add +3.4% | 95,341 | $8.8M |
| Legal & General Group Plc | 0.00% | New | 95,000 | $8.7M |
| Lifeworks Advisors, LLC | 2.40% | Add +6.3% | 93,858 | $8.6M |
| Cary Street Partners Investment Advisory LLC | 0.34% | Reduce -14.0% | 93,219 | $8.6M |
| TD Asset Management Inc | 0.01% | New | 90,000 | $8.3M |
| Stratos Wealth Advisors, LLC | 0.41% | Add +5.4% | 89,814 | $8.2M |
| TNF LLC | 2.97% | Add +3.0% | 87,052 | $8.1M |
| PAX Financial Group, LLC | 1.57% | Add +8.2% | 87,673 | $8.0M |
| Rehmann Capital Advisory Group | 0.57% | Add +4.7% | 86,548 | $7.9M |
| Westover Capital Advisors, LLC | 2.04% | Reduce -0.6% | 86,444 | $7.9M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -38.0% | 85,279 | $7.8M |
| Alternative Investment Advisors, LLC. | 4.41% | Add +5.6% | 84,100 | $7.7M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Reduce -9.7% | 84,004 | $7.7M |
| Principal Securities, Inc. | 0.21% | Add +12.0% | 83,893 | $7.7M |
| Mather Group, Llc. | 0.09% | Add +7.7% | 83,091 | $7.7M |
| Rothschild Wealth LLC | 2.46% | Add +1.0% | 82,529 | $7.6M |
| Geneos Wealth Management Inc. | 0.34% | Reduce -4.2% | 82,221 | $7.5M |
| Voya Financial Advisors, Inc. | 0.84% | Add +4.8% | 80,692 | $7.4M |
| West Family Investments, Inc. | 2.23% | No change | 80,697 | $7.4M |
| McKinley Carter Wealth Services, Inc. | 0.47% | Add +1.6% | 81,052 | $7.4M |
| Vestmark Advisory Solutions, Inc. | 0.31% | Reduce -16.1% | 80,654 | $7.4M |
| Meiji Yasuda Asset Management Co Ltd. | 0.30% | Reduce -16.0% | 79,447 | $7.3M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +878.1% | 79,086 | $7.3M |
| FFG Retirement Advisors LLC | 4.98% | Add +4.9% | 77,866 | $7.1M |
| Pacific Sage Partners, LLC | 1.74% | Add +5.2% | 76,605 | $7.0M |
| Ascent Group, LLC | 0.57% | Add +27.4% | 76,549 | $7.0M |
| Madison Asset Management, LLC | 0.09% | Add +4.7% | 76,234 | $7.0M |
| Municipal Employees' Retirement System of Michigan | 0.10% | Reduce -93.0% | 74,870 | $6.9M |
| Edge Wealth Management LLC | 1.43% | Reduce -2.4% | 73,791 | $6.8M |
| Pinnacle Wealth Management Group, Inc. | 4.56% | Add +17.4% | 73,349 | $6.7M |
| Optas, LLC | 1.73% | Add +3.0% | 73,195 | $6.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -83.6% | 72,900 | $6.7M |
| Summit X, LLC | 1.49% | Add +2.5% | 72,257 | $6.6M |
| LVW Advisors, LLC | 0.98% | Add +2.8% | 72,140 | $6.6M |
| Lincoln Capital Corp. | 2.84% | Reduce -43.1% | 71,914 | $6.6M |
| Parkside Advisors LLC | 1.66% | Reduce -0.2% | 70,795 | $6.5M |
| Choreo, LLC | 0.11% | Add +50.4% | 71,246 | $6.5M |
| Keystone Financial Services | 2.64% | Add +6.0% | 69,392 | $6.4M |
| Snider Financial Group | 2.46% | Add +0.9% | 69,391 | $6.4M |
| Kestra Investment Management, LLC | 0.43% | — | 68,153 | $6.3M |
| Dakota Wealth Management | 0.14% | New | 66,555 | $6.1M |
| Bay Harbor Wealth Management, LLC | 2.13% | Add +0.9% | 66,515 | $6.1M |
| Bernardo Wealth Planning LLC | 1.64% | Add +20.4% | 66,344 | $6.1M |
| AAFMAA Wealth Management & Trust LLC | 2.99% | Add +2.4% | 66,305 | $6.1M |
| Invesco Ltd. | 0.00% | Add +0.9% | 66,088 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +77.0% | 65,437 | $6.0M |
| WBH Advisory Inc. | 0.60% | Add +0.0% | 64,245 | $5.9M |
| Shared Vision Wealth Group LLC | 3.40% | Reduce -6.4% | 63,669 | $5.8M |
| Dohj, LLC | 1.45% | Add +2.8% | 63,377 | $5.8M |
| NewEdge Wealth, LLC | 0.13% | Add +2.1% | 63,089 | $5.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.64% | Add +37.9% | 62,752 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.8% | 62,699 | $5.8M |
| Equitable Holdings, Inc. | 0.06% | Add +6.7% | 61,281 | $5.6M |
| Forefront Analytics, LLC | 2.69% | Add +5.0% | 61,210 | $5.6M |
| SigFig Wealth Management, LLC | 0.21% | Add +2.4% | 60,780 | $5.6M |
| Spectrum Wealth Counsel, LLC | 0.71% | Add +10.4% | 60,760 | $5.6M |
| Cobblestone Asset Management LLC | 3.61% | Reduce -2.8% | 60,638 | $5.6M |
| New York Life Investment Management LLC | 0.06% | New | 60,161 | $5.5M |
| SIMA Wealth Partners, LLC | 5.27% | — | 60,153 | $5.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -14.3% | 59,895 | $5.5M |
| Advisory Services Network, LLC | 0.11% | Add +11.3% | 59,675 | $5.5M |
| GYL Financial Synergies, LLC | 0.42% | Add +0.1% | 59,390 | $5.5M |
| CW Advisors, LLC | 0.09% | Add +1.2% | 59,083 | $5.4M |
| Manhattan West Asset Management, LLC | 1.45% | Add +2.5% | 58,333 | $5.4M |
| Liberty Wealth Management LLC | 0.97% | Add +187.6% | 167,356 | $5.3M |
| Endurance Services Ltd | 0.99% | No change | 57,544 | $5.3M |
| Townsquare Capital LLC | 0.07% | Add +2.9% | 57,311 | $5.3M |
| Northwest Capital Management Inc | 1.92% | Add +37.3% | 57,202 | $5.3M |
| Lindenwold Advisors, INC | 2.78% | Add +9.5% | 56,726 | $5.2M |
| Legacy Financial Group LLC | 1.01% | Reduce -0.9% | 56,151 | $5.2M |
| National Bank of Canada | 0.01% | Add +9301.2% | 56,501 | $5.1M |
| Proficio Capital Partners LLC | 0.54% | Reduce -44.8% | 55,700 | $5.1M |
| Wealth Alliance, LLC | 0.65% | Add +8.2% | 55,010 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +2.8% | 53,955 | $5.0M |
| Journey Strategic Wealth LLC | 0.21% | Add +7.0% | 52,943 | $4.9M |
| Stansberry Asset Management, LLC | 0.67% | Add +1.6% | 52,108 | $4.8M |
| Compound Planning, Inc. | 0.35% | Add +32.5% | 51,674 | $4.7M |
| Boyd Watterson Asset Management LLC | 1.37% | Reduce -1.2% | 51,659 | $4.7M |
| Graypoint LLC | 0.33% | Reduce -5.0% | 51,283 | $4.7M |
| Essential Planning, LLC. | 2.06% | Add +3.7% | 51,056 | $4.7M |
| Fort Point Capital Partners LLC | 0.60% | Reduce -7.3% | 51,012 | $4.7M |
| WCG Wealth Advisors LLC | 0.35% | Reduce -0.3% | 50,959 | $4.7M |
| First American Trust, FSB | 0.47% | Add +1.6% | 50,737 | $4.7M |
| IFG Advisory, LLC | 0.30% | Add +25.3% | 50,717 | $4.7M |
| Captrust Financial Advisors | 0.01% | Reduce -3.5% | 50,586 | $4.6M |
| Advus Financial Partners, LLC | 1.40% | Reduce -0.5% | 50,140 | $4.6M |
| Buttonwood Financial Group, LLC | 2.63% | Add +6.7% | 50,653 | $4.6M |
| Regal Investment Advisors LLC | 0.30% | Add +6.8% | 49,995 | $4.6M |
| Bailard, Inc. | 0.13% | Add +10.9% | 49,866 | $4.6M |
| Hudson Capital Management LLC | 1.58% | Add +2.5% | 49,507 | $4.5M |
| Belpointe Asset Management LLC | 0.31% | Add +26.4% | 48,936 | $4.5M |
| True Vision MN LLC | 2.92% | Add +7.2% | 48,883 | $4.5M |
| Trajan Wealth LLC | 0.29% | Reduce -6.3% | 48,685 | $4.5M |
| Nuveen Asset Management, LLC | 0.00% | No change | 47,860 | $4.4M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +52.7% | 47,339 | $4.3M |
| Haverford Trust Co | 0.05% | Reduce -91.2% | 47,311 | $4.3M |
| Beacon Financial Group | 0.49% | Add +21.4% | 46,951 | $4.3M |
| Harbour Investments, Inc. | 0.15% | Add +57.1% | 46,895 | $4.3M |
| Simplicity Wealth,LLC | 0.10% | Add +9.8% | 46,855 | $4.3M |
| Cypress Wealth Services, LLC | 0.95% | Reduce -2.1% | 46,466 | $4.3M |
| Ashton Thomas Securities, LLC | 1.03% | — | 46,021 | $4.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Reduce -2.9% | 46,187 | $4.2M |
| Aptus Capital Advisors, LLC | 0.08% | Add +8.8% | 45,597 | $4.2M |
| Pettinga Financial Advisors LLC | 1.05% | Add +6.4% | 45,512 | $4.2M |
| Ancora Advisors LLC | 0.10% | Add +88.9% | 45,305 | $4.2M |
| Adapt Wealth Advisors, LLC | 2.49% | Reduce -29.6% | 43,326 | $4.0M |
| Diversify Advisory Services, LLC | 0.22% | Add +9.6% | 42,619 | $3.9M |
| M&T Bank Corp | 0.01% | Reduce -29.7% | 42,290 | $3.9M |
| James Investment Research, Inc. | 0.46% | Add +1.9% | 41,902 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -9.6% | 41,328 | $3.8M |
| ORG Partners LLC | 0.47% | New | 41,408 | $3.8M |
| Semmax Financial Advisors Inc. | 1.13% | Add +9.6% | 39,685 | $3.8M |
| Smith Salley Wealth Management | 0.27% | Add +1.2% | 40,572 | $3.7M |
| Insight Wealth Strategies, LLC | 0.53% | Add +9.9% | 40,535 | $3.7M |
| RFG Advisory, LLC | 0.12% | Reduce -0.6% | 40,469 | $3.7M |
| My Legacy Advisors, LLC | 1.19% | Add +18.1% | 40,429 | $3.7M |
| Tritonpoint Wealth, LLC | 0.36% | Add +7.5% | 40,304 | $3.7M |
| Focus Financial Network, Inc. | 0.16% | Add +3.2% | 39,681 | $3.7M |
| Columbus Macro, LLC | 1.40% | Reduce -0.8% | 39,428 | $3.6M |
| WealthShield Partners, LLC | 0.55% | Add +2.6% | 39,053 | $3.6M |
| Mutual Advisors, LLC | 0.11% | Add +2.6% | 38,396 | $3.6M |
| Cerity Partners LLC | 0.01% | Reduce -11.1% | 38,862 | $3.6M |
| Impact Partnership Wealth, LLC | 0.91% | Add +78.8% | 37,876 | $3.5M |
| Spectrum Planning & Advisory Services Inc. | 3.34% | — | 37,551 | $3.5M |
| Hart & Patterson Financial Group LLC | 1.71% | Add +1.7% | 37,626 | $3.5M |
| Apeiron RIA LLC | 1.04% | Add +0.3% | 36,854 | $3.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -4.1% | 36,676 | $3.4M |
| West Wealth Group, LLC | 1.18% | Add +0.1% | 36,271 | $3.3M |
| Mayflower Financial Advisors, LLC | 0.54% | Add +20.8% | 36,010 | $3.3M |
| Kickstand Ventures, Llc. | 0.89% | Reduce -7.5% | 35,496 | $3.3M |
| Modern Wealth Management, LLC | 0.24% | Add +86.8% | 35,019 | $3.2M |
| Integrated Advisors Network LLC | 0.17% | Reduce -2.2% | 34,903 | $3.2M |
| Proffitt & Goodson Inc. | 0.56% | Reduce -5.2% | 34,854 | $3.2M |
| Snowden Capital Advisors LLC | 0.10% | Add +8.5% | 34,746 | $3.2M |
| Private Trust Co. NA | 0.34% | Add +7.8% | 34,575 | $3.2M |
| Sachetta, LLC | 1.35% | Reduce -12.0% | 33,277 | $3.1M |
| Jmac Enterprises LLC | 0.54% | Add +9.6% | 33,507 | $3.1M |
| Capital Analysts, LLC | 0.14% | Add +148.4% | 33,484 | $3.1M |
| Syon Capital LLC | 0.28% | Add +15.7% | 33,287 | $3.1M |
| Swmg, LLC | 1.36% | Reduce -7.7% | 33,172 | $3.0M |
| Ehrlich Financial Group | 2.40% | Add +0.2% | 33,171 | $3.0M |
| IHT Wealth Management, LLC | 0.11% | Add +22.0% | 32,770 | $3.0M |
| Sunesis Advisors, LLC | 1.78% | Add +0.5% | 32,692 | $3.0M |
| Inspire Advisors, LLC | 0.40% | New | 32,541 | $3.0M |
| First Horizon Advisors, Inc. | 0.09% | Add +7.2% | 32,293 | $3.0M |
| Oarsman Capital, Inc. | 0.65% | Reduce -21.6% | 32,237 | $3.0M |
| Sheets Smith Wealth Management | 0.35% | Reduce -7.8% | 31,959 | $2.9M |
| Tradition Wealth Management, LLC | 0.28% | Add +1.2% | 31,202 | $2.9M |
| Morningstar Investment Services LLC | 0.03% | Add +40.2% | 30,868 | $2.8M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 30,815 | $2.8M |
| Quattro Financial Advisors LLC | 0.73% | Reduce -18.8% | 30,600 | $2.8M |
| Braun-Bostich & Associates Inc. | 2.02% | Add +111.2% | 29,574 | $2.7M |
| ShoreHaven Wealth Partners, LLC | 1.41% | Reduce -1.8% | 29,196 | $2.7M |
| Hoxton Planning & Management, LLC | 1.23% | Add +6.6% | 28,782 | $2.6M |
| Elevation Point Wealth Partners, LLC | 0.21% | Add +14.0% | 28,629 | $2.6M |
| Csenge Advisory Group | 0.15% | Reduce -8.0% | 28,548 | $2.6M |
| Park Place Capital Corp | 0.83% | Reduce -33.9% | 28,306 | $2.6M |
| Foster & Motley Inc. | 0.18% | Reduce -6.8% | 28,126 | $2.6M |
| Sierra Capital LLC | 0.34% | Add +32.5% | 27,987 | $2.6M |
| Van Hulzen Asset Management, LLC | 0.17% | Add +1.6% | 27,752 | $2.5M |
| Citizens & Northern Corp. | 0.79% | No change | 27,638 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +1.5% | 27,552 | $2.5M |
| Peninsula Wealth, LLC | 0.47% | Add +41.4% | 27,161 | $2.5M |
| Copperleaf Capital, LLC | 2.01% | Add +6.5% | 27,323 | $2.5M |
| Maripau Wealth Management LLC | 1.69% | Add +10.1% | 27,020 | $2.5M |
| Wedbush Securities Inc. | 0.09% | Add +3.3% | 26,633 | $2.4M |
| Mosley Wealth Management | 2.06% | Reduce -0.4% | 26,322 | $2.4M |
| AdvisorNet Financial, Inc | 0.22% | Reduce -1.5% | 25,956 | $2.4M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -22.6% | 25,359 | $2.3M |
| Renasant Bank | 1.59% | Reduce -9.8% | 25,204 | $2.3M |
| Client 1ST Advisory Group, LLC | 1.00% | Add +1.0% | 25,172 | $2.3M |
| One Wealth Management Investment & Advisory Services, LLC | 0.91% | Reduce -0.0% | 24,946 | $2.3M |
| Washington Trust Bank | 0.23% | Add +111.0% | 24,860 | $2.3M |
| Kepos Capital LP | 0.88% | Add +11.4% | 24,500 | $2.2M |
| Cobblestone Capital Advisors LLC | 0.14% | Add +17.1% | 24,201 | $2.2M |
| Capital International Investors | 0.00% | New | 23,910 | $2.2M |
| Brown Wealth Management, LLC | 0.87% | Add +5.1% | 23,459 | $2.2M |
| Jacobi Capital Management LLC | 0.18% | Add +17.1% | 23,098 | $2.1M |
| Kapitalo Investimentos Ltda | 0.64% | New | 23,095 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +50.7% | 22,993 | $2.1M |
| Creative Financial Designs Inc. | 0.19% | Add +7.6% | 22,973 | $2.1M |
| Arkadios Wealth Advisors | 0.14% | New | 22,917 | $2.1M |
| HSBC Holdings PLC | 0.00% | Add +102.5% | 22,798 | $2.1M |
| Watershed Private Wealth LLC | 0.89% | Add +7.4% | 22,785 | $2.1M |
| Parallel Advisors, LLC | 0.05% | Add +13.8% | 22,577 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Add +37.1% | 22,503 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +6.3% | 22,205 | $2.0M |
| New Century Financial Group, LLC | 0.86% | Reduce -0.3% | 22,041 | $2.0M |
| Verus Capital Partners, LLC | 0.21% | Add +13.0% | 21,646 | $2.0M |
| Family Asset Management, LLC | 1.27% | Reduce -7.8% | 21,425 | $2.0M |
| Strategy Asset Managers LLC | 0.43% | Add +51.3% | 20,860 | $1.9M |
| Lido Advisors, LLC | 0.02% | Add +69.0% | 21,037 | $1.9M |
| Lodestar Private Asset Management LLC | 0.26% | Reduce -4.3% | 20,562 | $1.9M |
| Delphi Financial Group, Inc. | 1.08% | Add +32.3% | 20,500 | $1.9M |
| Quadrant Private Wealth Management, LLC | 0.43% | Add +35.1% | 20,459 | $1.9M |
| IFP Advisors, Inc | 0.07% | Reduce -2.5% | 20,342 | $1.9M |
| TRUE Private Wealth Advisors | 0.21% | Reduce -5.6% | 20,339 | $1.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Add +12.5% | 20,270 | $1.9M |
| MA Private Wealth | 0.36% | Reduce -53.8% | 20,023 | $1.8M |
| Montecito Bank & Trust | 0.37% | Reduce -14.0% | 19,933 | $1.8M |
| DB Fitzpatrick & Co, Inc | 1.66% | Add +0.6% | 19,518 | $1.8M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 19,387 | $1.8M |
| GHP Investment Advisors, Inc. | 0.09% | Add +1.4% | 19,377 | $1.8M |
| Ascentis Independent Advisors | 0.36% | — | 19,091 | $1.8M |
| Vernal Point Advisors, LLC | 1.24% | No change | 19,000 | $1.7M |
| Coordinated Financial Services, Inc. | 1.51% | Reduce -1.4% | 18,890 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.31% | Reduce -17.8% | 18,681 | $1.7M |
| Strategic Blueprint, LLC | 0.12% | Reduce -18.3% | 18,591 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.96% | Add +2.6% | 18,574 | $1.7M |
| Girard Partners LTD. | 0.16% | Add +0.4% | 18,396 | $1.7M |
| Retirement Capital Strategies | 0.67% | Reduce -51.8% | 18,268 | $1.7M |
| Maia Wealth LLC | 0.50% | — | 17,839 | $1.7M |
| Alterna Wealth Management, Inc. | 1.45% | Add +49.3% | 17,969 | $1.6M |
| WealthPLAN Partners, LLC | 0.18% | Add +4.5% | 17,940 | $1.6M |
| DMC Group, LLC | 1.41% | Add +5.2% | 17,927 | $1.6M |
| Prospera Financial Services Inc | 0.05% | Add +38.0% | 17,651 | $1.6M |
| Advisory Research Inc. | 0.30% | No change | 17,518 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -57.1% | 17,481 | $1.6M |
| Scissortail Wealth Management, LLC | 0.40% | Reduce -1.0% | 17,176 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +9.8% | 16,998 | $1.6M |
| Israel Discount Bank of New York | 2.48% | Reduce -29.3% | 16,958 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -71.5% | 16,876 | $1.5M |
| NorthRock Partners, LLC | 0.06% | Reduce -57.3% | 16,854 | $1.5M |
| Gateway Wealth Partners, LLC | 0.46% | Add +2.7% | 16,748 | $1.5M |
| Trilogy Capital Inc. | 0.08% | Add +66.0% | 16,630 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +2.6% | 16,568 | $1.5M |
| GeoWealth Management, LLC | 0.07% | Reduce -68.0% | 16,450 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +7.1% | 16,422 | $1.5M |
| Redwood Investment Management, LLC | 0.13% | Add +11.5% | 16,375 | $1.5M |
| Regimen Wealth, LLC | 0.51% | Add +16.4% | 16,230 | $1.5M |
| Clearview Wealth Advisors LLC | 1.29% | Reduce -45.0% | 16,121 | $1.5M |
| Farmers National Bank | 0.44% | No change | 16,078 | $1.5M |
| Stelac Advisory Services LLC | 0.61% | Add +5.5% | 15,933 | $1.5M |
| Vantage Financial Partners, LLC | 0.38% | Reduce -18.7% | 15,932 | $1.5M |
| Lion Street Advisors, LLC | 0.53% | Add +98.8% | 15,586 | $1.4M |
| Axiom Advisory, LLC | 0.02% | New | 15,498 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Add +0.0% | 15,328 | $1.4M |
| Optivise Advisory Services LLC | 0.76% | — | 15,327 | $1.4M |
| Western Wealth Management, LLC | 0.10% | Reduce -24.7% | 15,263 | $1.4M |
| Hexagon Capital Partners LLC | 0.30% | Reduce -1.9% | 14,976 | $1.4M |
| Twin Peaks Wealth Advisors, LLC | 0.69% | Add +13.6% | 14,953 | $1.4M |
| Crabel Capital Management, LLC | 1.68% | Add +36.6% | 14,872 | $1.4M |
| Perennial Investment Advisors, LLC | 0.19% | Add +75.5% | 14,792 | $1.4M |
| BCU Wealth Advisors, LLC | 1.00% | Add +10.6% | 14,705 | $1.4M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -3.3% | 14,587 | $1.3M |
| J. W. Coons Advisors, LLC | 0.24% | Add +6.0% | 14,204 | $1.3M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -1.1% | 14,096 | $1.3M |
| Fifth Third Securities, Inc. | 0.12% | Add +1.9% | 13,899 | $1.3M |
| Emergent Wealth Advisors, LLC | 1.01% | Add +2.2% | 13,746 | $1.3M |
| Venturi Wealth Management, LLC | 0.07% | Reduce -6.7% | 13,732 | $1.3M |
| Synovus Financial Corp. | 0.02% | Add +1.6% | 13,676 | $1.3M |
| RHS Financial, LLC | 0.77% | Reduce -7.4% | 13,630 | $1.3M |
| Fullcircle Wealth LLC | 0.61% | — | 13,446 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Reduce -46.3% | 13,354 | $1.2M |
| RCS Financial Planning, LLC | 0.71% | Add +15.2% | 13,075 | $1.2M |
| Chartwell Investment Partners, LLC | 0.04% | Add +12.7% | 12,930 | $1.2M |
| Maiden Cove Capital, LLC | 2.57% | — | 12,920 | $1.2M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -2.6% | 12,863 | $1.2M |
| Parsons Capital Management Inc. | 0.08% | Reduce -31.3% | 12,713 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.29% | New | 12,700 | $1.2M |
| Tidal Investments LLC | 0.02% | Add +94.3% | 12,640 | $1.2M |
| Gen-Wealth Partners Inc | 0.55% | Reduce -1.3% | 12,309 | $1.1M |
| Riggs Asset Managment Co. Inc. | 0.34% | Reduce -37.6% | 12,284 | $1.1M |
| Sutton Place Investors LLC | 0.75% | Reduce -2.1% | 12,225 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -4.5% | 12,128 | $1.1M |
| Bush Investment Group, LLC | 0.95% | Add +8.1% | 12,109 | $1.1M |
| RDA Financial Network | 0.36% | Add +76.3% | 12,064 | $1.1M |
| BNP Paribas | 0.06% | No change | 12,000 | $1.1M |
| Concorde Asset Management, LLC | 0.68% | Add +19.4% | 11,956 | $1.1M |
| Dark Forest Capital Management LP | 0.20% | Add +18.1% | 11,834 | $1.1M |
| Moors & Cabot, Inc. | 0.06% | Add +6.3% | 11,600 | $1.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +48.4% | 11,535 | $1.1M |
| Arax Advisory Partners | 0.10% | Reduce -0.1% | 11,501 | $1.1M |
| Beverly Hills Private Wealth, LLC | 0.22% | Add +17.8% | 11,031 | $1.0M |
| Avaii Wealth Management, LLC | 0.55% | Add +2.0% | 10,887 | $1000K |
| SWS Partners | 0.29% | Add +29.4% | 10,612 | $974K |
| Diversified, LLC | 0.11% | Add +7.8% | 10,611 | $974K |
| 180 Wealth Advisors, LLC | 0.15% | Add +58.4% | 10,211 | $948K |
| LifePlan Investment Advisors, Inc. | 0.68% | Add +9.0% | 10,227 | $939K |
| Tempus Wealth Planning, LLC | 0.39% | Add +22.1% | 10,178 | $934K |
| Chesapeake Capital Corp. | 1.22% | Reduce -51.4% | 10,175 | $934K |
| CAP Partners, LLC | 0.75% | Add +3.0% | 10,083 | $926K |
| Jane Street Group, LLC | 0.00% | Reduce -99.9% | 9,958 | $914K |
| Range Financial Group LLC | 0.47% | Add +7.7% | 9,912 | $910K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -3.4% | 9,880 | $907K |
| NBT Bank, N.A. | 0.06% | Reduce -10.2% | 9,708 | $891K |
| Vertex Planning Partners, LLC | 0.23% | Reduce -0.7% | 9,674 | $888K |
| Fidelis Capital Partners, LLC | 0.13% | Add +10.0% | 9,413 | $887K |
| Pacific Financial Group Inc. | 0.62% | Add +0.5% | 9,604 | $882K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -0.1% | 9,594 | $881K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +48.8% | 9,579 | $880K |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -5.5% | 9,563 | $878K |
| Keebeck Wealth Management | 0.13% | Add +6.7% | 9,508 | $873K |
| Carr Financial Group Corp | 0.28% | Reduce -12.5% | 9,446 | $867K |
| FC Advisory LLC | 0.32% | Reduce -4.6% | 9,440 | $867K |
| Seed Wealth Management, Inc. | 0.75% | New | 9,420 | $865K |
| GFG Capital, LLC | 0.23% | No change | 9,198 | $844K |
| Acropolis Investment Management, LLC | 0.05% | Add +1.1% | 9,185 | $843K |
| Westwood Holdings Group Inc. | 0.01% | Add +1.5% | 9,129 | $838K |
| Lane & Associates LLC | 0.49% | Reduce -37.9% | 9,057 | $832K |
| Wealthgarden F.S. LLC | 0.87% | — | 9,035 | $829K |
| VestGen Investment Management | 0.25% | Add +2.8% | 9,020 | $828K |
| UMB Bank, n.a. | 0.01% | Reduce -5.1% | 8,882 | $815K |
| Cibc World Markets Corp. | 0.01% | Reduce -48.8% | 8,830 | $811K |
| US Financial Advisors, LLC | 0.27% | Reduce -64.0% | 8,738 | $802K |
| Cooper Financial Group | 0.12% | Add +3.0% | 8,700 | $799K |
| Evergreen Capital Management LLC | 0.03% | Reduce -56.0% | 8,685 | $797K |
| LexAurum Advisors, LLC | 0.20% | Add +1.3% | 8,667 | $796K |
| Cahill Financial Advisors Inc. | 0.11% | Add +1.6% | 8,601 | $790K |
| Old Second National Bank of Aurora | 0.20% | New | 8,569 | $787K |
| Pinnacle Bancorp, Inc. | 0.23% | Add +48.0% | 8,546 | $785K |
| FSB Premier Wealth Management, Inc. | 0.35% | Add +194.3% | 8,495 | $780K |
| Maxwell Wealth Strategies Inc. | 0.38% | Reduce -0.4% | 8,447 | $776K |
| Sovereign Financial Group, Inc. | 0.19% | Add +18.2% | 8,418 | $773K |
| Signet Financial Management, LLC | 0.10% | Reduce -0.4% | 8,307 | $763K |
| Two West Capital Advisors LLC | 0.72% | — | 8,251 | $758K |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +15.5% | 8,225 | $755K |
| Community Bank, N.A. | 0.10% | Add +0.4% | 8,193 | $752K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -12.0% | 8,132 | $747K |
| Raymond James Trust N.A. | 0.02% | Reduce -0.4% | 8,120 | $745K |
| Barings LLC | 0.02% | No change | 8,100 | $744K |
| Moneda S.A. Administradora General de Fondos | 0.52% | Reduce -3.9% | 8,077 | $742K |
| Presidio Capital Management, LLC | 0.52% | New | 8,075 | $741K |
| Annandale Capital, LLC | 0.15% | Reduce -54.5% | 7,851 | $721K |
| Koshinski Asset Management, Inc. | 0.07% | Add +54.9% | 7,771 | $717K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -8.2% | 7,611 | $708K |
| Bokf, NA | 0.01% | No change | 7,705 | $707K |
| Global Assets Advisory, LLC | 1.13% | Add +40.2% | 7,702 | $707K |
| Summit Wealth Group, LLC | 0.21% | New | 7,705 | $707K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +0.1% | 7,700 | $707K |
| Cypress Capital, LLC | 0.19% | Add +0.2% | 7,593 | $697K |
| Resurgent Financial Advisors LLC | 0.43% | Add +10.1% | 7,568 | $695K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.5% | 7,565 | $695K |
| Claro Advisors Inc. | 0.11% | Reduce -12.9% | 7,529 | $691K |
| Legacy Edge Advisors, LLC | 0.13% | Add +55.4% | 7,466 | $685K |
| Ade, LLC | 0.46% | Reduce -5.2% | 7,395 | $679K |
| First Citizens Bank & Trust Co. | 0.01% | Add +0.2% | 7,333 | $673K |
| Qube Research & Technologies Ltd | 0.00% | Add +4496.2% | 7,308 | $671K |
| Blair William & Co. | 0.00% | Add +8.4% | 7,259 | $666K |
| Summit Financial, LLC | 0.03% | Add +26.1% | 7,237 | $664K |
| PFG Advisors | 0.04% | Add +115.4% | 7,229 | $664K |
| BOS Asset Management, LLC | 0.31% | Add +109.7% | 7,229 | $664K |
| Susquehanna International Group, LLP | 0.00% | New | 7,205 | $661K |
| Naples Global Advisors, LLC | 0.07% | New | 7,158 | $657K |
| Magnus Financial Group LLC | 0.07% | Add +11.6% | 7,144 | $656K |
| Fiduciary Trust Co | 0.01% | Reduce -5.1% | 7,066 | $649K |
| Aspire Private Capital, LLC | 0.17% | Add +3.5% | 7,005 | $643K |
| Bigelow Investment Advisors, LLC | 0.30% | Reduce -3.4% | 6,925 | $636K |
| 1900 Wealth Management LLC | 0.06% | Reduce -21.8% | 6,880 | $632K |
| Western Financial Corp | 0.38% | Reduce -3.1% | 6,879 | $632K |
| Millennium Management | 0.00% | New | 6,853 | $629K |
| JGP Wealth Management, LLC | 0.09% | New | 6,797 | $624K |
| River Street Advisors LLC | 0.38% | Add +204.7% | 6,740 | $619K |
| Capital Investment Counsel, LLC | 0.12% | Reduce -12.0% | 6,731 | $618K |
| MKT Advisors LLC | 0.30% | Add +7.2% | 6,553 | $604K |
| Friedenthal Financial | 0.38% | Add +9.7% | 6,574 | $604K |
| Silverlake Wealth Management LLC | 0.24% | Add +32.5% | 6,478 | $595K |
| JT Stratford LLC | 0.11% | Add +2.6% | 6,426 | $590K |
| Evolution Wealth Advisors, LLC | 0.11% | No change | 6,401 | $588K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -4.0% | 6,364 | $584K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +5.0% | 6,360 | $584K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +6.8% | 6,267 | $575K |
| FineMark National Bank & Trust | 0.02% | Reduce -0.3% | 6,265 | $575K |
| Trinity Wealth Management, LLC | 0.28% | Add +15.6% | 6,217 | $571K |
| New England Asset Management Inc. | 0.10% | New | 6,199 | $569K |
| Courier Capital LLC | 0.05% | No change | 6,195 | $569K |
| Rede Wealth, LLC | 0.52% | Reduce -3.9% | 6,167 | $566K |
| Absolute Capital Management, LLC | 0.34% | Reduce -1.5% | 6,152 | $565K |
| Wintrust Investments LLC | 0.05% | Add +8.2% | 6,132 | $563K |
| Beacon Financial Advisory LLC | 0.21% | Add +26.8% | 6,078 | $558K |
| Pinnacle Family Advisors, LLC | 0.31% | Reduce -3.6% | 6,064 | $557K |
| Fermata Advisors, LLC | 0.13% | Add +36.0% | 5,941 | $545K |
| Advisory Alpha, LLC | 0.02% | Reduce -7.3% | 5,917 | $543K |
| Adams Wealth Management | 0.13% | Reduce -10.2% | 5,917 | $543K |
| CacheTech Inc. | 0.13% | — | 5,917 | $543K |
| Latitude Advisors, LLC | 0.33% | Add +24.3% | 5,839 | $536K |
| Rosenberg Matthew Hamilton | 0.16% | Add +117.5% | 5,879 | $534K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -41.7% | 5,782 | $531K |
| TrueWealth Advisors, LLC | 0.19% | Reduce -4.1% | 5,728 | $526K |
| WR Wealth Planners, LLC | 0.16% | Reduce -2.6% | 5,709 | $524K |
| International Assets Investment Management, LLC | 0.05% | Reduce -27.9% | 5,656 | $519K |
| Smartleaf Asset Management LLC | 0.08% | Reduce -37.8% | 5,610 | $518K |
| Financial Enhancement Group LLC | 0.08% | Reduce -14.9% | 5,498 | $517K |
| Keel Point, LLC | 0.05% | Reduce -1.4% | 5,395 | $512K |
| Catalina Capital Group, LLC | 0.19% | Add +9.1% | 5,546 | $509K |
| Berkshire Asset Management LLC | 0.03% | New | 5,542 | $509K |
| Narus Financial Partners, LLC | 0.20% | Add +2.9% | 5,532 | $508K |
| Legacy Capital Group California, Inc. | 0.18% | Reduce -20.0% | 5,510 | $506K |
| Merkkuri Wealth Advisors LLC | 0.46% | — | 5,485 | $504K |
| Rareview Capital LLC | 0.48% | Reduce -47.4% | 5,444 | $500K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -21.8% | 5,426 | $498K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -19.4% | 5,293 | $486K |
| Successful Portfolios LLC | 0.33% | Add +4.0% | 5,186 | $476K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -23.7% | 5,154 | $473K |
| First International Bank & Trust | 0.16% | Add +5.7% | 5,154 | $473K |
| TD Private Client Wealth LLC | 0.01% | Add +0.8% | 5,126 | $471K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -14.3% | 5,085 | $467K |
| Drucker Wealth 3.0, LLC | 0.12% | — | 5,065 | $465K |
| Vermillion & White Wealth Management Group, LLC | 0.35% | Reduce -3.7% | 5,063 | $465K |
| Flagstar Securities, Inc. | 0.12% | Add +58.7% | 4,916 | $451K |
| OMNI 360 Wealth, Inc. | 0.34% | Add +1.0% | 4,908 | $451K |
| FSC Wealth Advisors, LLC | 0.32% | Add +34.6% | 4,780 | $439K |
| Mgo One Seven LLC | 0.02% | Add +11.5% | 4,675 | $429K |
| Oliver Lagore Vanvalin Investment Group | 0.12% | Reduce -5.6% | 4,638 | $426K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -0.3% | 4,581 | $421K |
| Midwest Heritage Bank, FSB | 0.21% | Reduce -6.1% | 4,559 | $419K |
| Delta Wealth Advisors LLC | 0.41% | Reduce -38.3% | 4,504 | $414K |
| Vident Advisory, LLC | 0.01% | Add +83.1% | 4,487 | $412K |
| Financial Freedom, LLC | 0.23% | Add +1.0% | 4,422 | $406K |
| Valmark Advisers, Inc. | 0.01% | New | 4,414 | $405K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +0.6% | 4,399 | $404K |
| Hutchens & Kramer Investment Management Group, LLC | 0.22% | Add +16.9% | 4,444 | $404K |
| FinTrust Capital Advisors, LLC | 0.07% | Reduce -2.5% | 4,393 | $403K |
| SignalPoint Asset Management, LLC | 0.11% | New | 4,391 | $403K |
| Petix & Botte Co | 0.11% | Add +32.7% | 4,358 | $400K |
| Independent Financial Group, LLC | 0.02% | Add +30.2% | 4,337 | $398K |
| Horizon Family Wealth, Inc. | 0.30% | Reduce -70.1% | 4,221 | $388K |
| ONE Advisory Partners, LLC | 0.18% | Add +1.3% | 4,182 | $384K |
| Fulcrum Equity Management | 0.34% | New | 4,178 | $384K |
| W Advisors, LLC | 0.25% | Reduce -4.9% | 4,118 | $378K |
| Venture Visionary Partners LLC | 0.02% | Reduce -21.2% | 4,098 | $376K |
| Centaurus Financial, Inc. | 0.03% | Add +18.9% | 4,091 | $376K |
| IVC Wealth Advisors LLC | 0.21% | Reduce -0.7% | 4,039 | $371K |
| Heritage Oak Wealth Advisors LLC | 0.19% | — | 4,014 | $369K |
| Patten Group, Inc. | 0.09% | Reduce -9.2% | 3,978 | $365K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +16.3% | 3,972 | $365K |
| Americana Partners, LLC | 0.03% | No change | 3,941 | $362K |
| Market Street Wealth Management Advisors LLC | 0.06% | Reduce -54.5% | 3,877 | $356K |
| Citigroup Inc. | 0.00% | Add +16.8% | 3,852 | $354K |
| Financial Counselors Inc. | 0.01% | Reduce -83.1% | 3,811 | $350K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -40.2% | 3,756 | $345K |
| Breakwater Capital Group | 0.08% | Reduce -24.2% | 3,696 | $339K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -79.8% | 3,633 | $334K |
| Empirical Asset Management, LLC | 0.12% | New | 3,609 | $331K |
| Heritage Wealth Management, LLC | 0.18% | Reduce -14.5% | 3,568 | $328K |
| Heritage Family Offices, LLP | 0.18% | — | 3,568 | $328K |
| LongView Wealth Management | 0.12% | Reduce -16.3% | 3,527 | $324K |
| Raffa Wealth Management, LLC | 0.09% | No change | 3,519 | $323K |
| Windward Private Wealth Management Inc. | 0.13% | Add +2.7% | 3,508 | $322K |
| Monetary Management Group Inc. | 0.09% | No change | 3,500 | $321K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -39.3% | 3,452 | $317K |
| Bristlecone Advisors, LLC | 0.03% | Add +15.7% | 3,437 | $316K |
| Core Wealth Partners LLC | 0.22% | Add +14.1% | 3,437 | $316K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -6.7% | 3,408 | $313K |
| Ifrah Financial Services, Inc. | 0.09% | Reduce -0.1% | 3,407 | $313K |
| RTD Financial Advisors, Inc. | 0.04% | New | 3,382 | $311K |
| Eagle Global Advisors LLC | 0.02% | Add +26.4% | 3,352 | $308K |
| City State Bank | 0.12% | Reduce -0.8% | 3,307 | $304K |
| Legacy Private Trust Co. | 0.02% | No change | 3,285 | $302K |
| Continuum Advisory, LLC | 0.04% | Add +11.3% | 3,271 | $300K |
| First Citizens Asset Management, Inc. | 0.11% | Reduce -1.7% | 3,257 | $299K |
| Global Financial Private Client, LLC | 0.12% | No change | 3,249 | $298K |
| WMG Financial Advisors, LLC | 0.16% | New | 3,221 | $296K |
| Lanark Financial, Inc. | 0.03% | Add +13.1% | 3,210 | $294K |
| Angeles Investment Advisors, LLC | 0.01% | Reduce -54.3% | 3,200 | $294K |
| Berger Financial Group, Inc | 0.02% | Reduce -8.8% | 3,159 | $290K |
| Moneco Advisors, LLC | 0.04% | Reduce -8.8% | 3,151 | $289K |
| DAVENPORT & Co LLC | 0.00% | New | 3,115 | $286K |
| Aveo Capital Partners, LLC | 0.03% | Add +3.4% | 3,080 | $283K |
| World Equity Group, Inc. | 0.08% | Reduce -48.4% | 3,068 | $282K |
| C2C Wealth Management, LLC | 0.27% | No change | 3,041 | $279K |
| Empower Advisory Group, LLC | 0.00% | New | 3,026 | $278K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +3.2% | 3,021 | $277K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -15.0% | 2,983 | $274K |
| Whittier Trust Co. | 0.00% | Reduce -5.2% | 2,981 | $274K |
| Financial Life Advisors | 0.11% | Reduce -39.9% | 2,967 | $272K |
| Founders Financial Securities LLC | 0.03% | Reduce -39.2% | 2,962 | $272K |
| &partners | 0.01% | New | 2,962 | $272K |
| Confluence Wealth Services, Inc. | 0.02% | New | 2,950 | $271K |
| Horizon Investments, LLC | 0.01% | Reduce -96.3% | 2,945 | $269K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.9% | 2,882 | $265K |
| Avior Wealth Management, LLC | 0.01% | Add +27.5% | 2,868 | $263K |
| Delos Wealth Advisors, LLC | 0.25% | Add +0.2% | 2,817 | $259K |
| Savvy Advisors, Inc. | 0.08% | New | 2,797 | $257K |
| Financial Sense Advisors, Inc. | 0.08% | New | 2,759 | $253K |
| StoneX Group Inc. | 0.02% | Reduce -7.9% | 2,757 | $253K |
| New Republic Capital, LLC | 0.13% | Add +3.3% | 2,722 | $250K |
| Virtue Capital Management, LLC | 0.04% | Reduce -33.6% | 2,689 | $250K |
| Financial Gravity Asset Management, Inc. | 0.06% | Reduce -54.0% | 2,713 | $249K |
| Clearstead Advisors, LLC | 0.00% | Add +695.3% | 2,704 | $248K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -2.3% | 2,688 | $247K |
| Argent Trust Co | 0.01% | No change | 2,677 | $246K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -2.3% | 2,669 | $245K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +11.9% | 2,657 | $244K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 2,641 | $242K |
| FWG Investments, LLC. | 0.24% | Add +5.6% | 2,615 | $240K |
| Enterprise Bank & Trust Co | 0.08% | No change | 2,485 | $228K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -3.0% | 2,463 | $226K |
| KPP Advisory Services LLC | 0.06% | New | 2,444 | $224K |
| Eq LLC | 0.13% | Add +2.6% | 2,440 | $224K |
| HBW Advisory Services LLC | 0.04% | Reduce -21.7% | 2,415 | $222K |
| Chesapeake Wealth Management | 0.08% | Reduce -15.7% | 2,343 | $215K |
| Rice Partnership, LLC | 0.05% | No change | 2,339 | $215K |
| Lloyd Advisory Services, LLC. | 0.10% | New | 2,328 | $214K |
| Peoples Bank | 0.11% | Add +6.0% | 2,307 | $212K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -9.2% | 2,306 | $212K |
| Relative Value Partners Group, LLC | 0.03% | New | 2,301 | $211K |
| Lake Street Private Wealth, LLC | 0.03% | Add +0.7% | 2,301 | $211K |
| GTS Securities LLC | 0.00% | New | 2,295 | $211K |
| Richardson Financial Services Inc. | 0.15% | Reduce -9.9% | 2,286 | $210K |
| Intellectus Partners, LLC | 0.06% | No change | 2,282 | $210K |
| Excalibur Management Corp. | 0.08% | New | 2,261 | $208K |
| Strait & Sound Wealth Management LLC | 0.11% | Reduce -31.8% | 2,257 | $207K |
| Commerce Bank | 0.00% | No change | 2,226 | $204K |
| MSH Capital Advisors LLC | 0.07% | New | 2,218 | $204K |
| AlTi Global, Inc. | 0.01% | No change | 2,212 | $203K |
| Regions Financial Corp. | 0.00% | No change | 2,203 | $202K |
| Tevis Investment Management | 0.16% | New | 2,188 | $201K |
| Fiduciary Family Office, LLC | 0.08% | New | 2,180 | $200K |
| Raleigh Capital Management Inc. | 0.08% | Reduce -0.1% | 2,119 | $195K |
| Zions Bancorporation, N.A. | 0.02% | New | 2,055 | $189K |
| United Community Bank | 0.07% | Reduce -39.1% | 1,944 | $178K |
| Deutsche Bank AG | 0.00% | No change | 1,906 | $175K |
| Colonial Trust Co / SC | 0.03% | Reduce -41.8% | 1,814 | $167K |
| Aspire Wealth Management Corp | 0.09% | Add +2.7% | 1,763 | $162K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,750 | $161K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.0% | 1,737 | $159K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,679 | $154K |
| Signaturefd, LLC | 0.00% | Add +171.7% | 1,644 | $151K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -33.3% | 1,546 | $147K |
| Tidemark, LLC | 0.07% | Reduce -23.3% | 1,574 | $144K |
| Loomis Sayles & Co. L P | 0.00% | Add +64.5% | 1,545 | $142K |
| Sanctuary Wealth Management, L.L.C. | 0.11% | No change | 1,533 | $141K |
| Lynx Investment Advisory | 0.10% | — | 1,525 | $140K |
| Cape Investment Advisory, Inc. | 0.06% | Add +2.8% | 1,433 | $132K |
| First Heartland Consultants, Inc. | 0.01% | Add +28.3% | 11,218 | $130K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.4% | 1,341 | $123K |
| Sound Income Strategies, LLC | 0.01% | Reduce -18.1% | 1,340 | $123K |
| Anfield Capital Management, LLC | 0.06% | Reduce -97.6% | 1,319 | $121K |
| Phillips Financial Management, LLC | 0.01% | No change | 1,308 | $120K |
| Abich Financial Wealth Management LLC | 0.08% | Add +24.7% | 1,293 | $119K |
| Archer Investment Corp | 0.03% | Reduce -8.6% | 1,271 | $117K |
| Criterion Capital Advisors, LLC | 0.07% | Reduce -1.9% | 1,207 | $111K |
| Fifth Third Bancorp | 0.00% | Add +859.7% | 1,142 | $105K |
| Crewe Advisors LLC | 0.01% | Reduce -21.9% | 1,113 | $102K |
| Hall Laurie J Trustee | 0.04% | No change | 1,100 | $101K |
| Annapolis Financial Services, LLC | 0.03% | No change | 1,076 | $99K |
| Concord Wealth Partners | 0.02% | Reduce -4.7% | 1,001 | $92K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +816.8% | 981 | $90K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -12.0% | 973 | $89K |
| Larson Financial Group LLC | 0.01% | Add +2993.6% | 959 | $88K |
| LGT Financial Advisors LLC | 0.18% | Reduce -39.4% | 913 | $84K |
| Tucker Asset Management LLC | 0.02% | Reduce -17.9% | 876 | $80K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 870 | $80K |
| Wolverine Asset Management LLC | 0.01% | New | 866 | $80K |
| Princeton Global Asset Management LLC | 0.02% | New | 838 | $77K |
| American National Bank & Trust | 0.01% | Reduce -0.2% | 824 | $76K |
| Realta Investment Advisors | 0.01% | Reduce -11.5% | 754 | $69K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -10.1% | 674 | $69K |
| REAP Financial Group, LLC | 0.02% | Reduce -63.5% | 741 | $68K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 707 | $65K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 669 | $61K |
| AllSquare Wealth Management LLC | 0.04% | Add +31.2% | 656 | $60K |
| Tsfg, LLC | 0.01% | Reduce -6.0% | 656 | $60K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Add +30.6% | 644 | $59K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -1.1% | 652 | $59K |
| Coppell Advisory Solutions LLC | 0.01% | — | 635 | $58K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -25.1% | 621 | $57K |
| Strengthening Families & Communities, LLC | 0.02% | New | 613 | $56K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -61.0% | 608 | $56K |
| Independence Bank of Kentucky | 0.01% | New | 593 | $54K |
| Arlington Trust Co LLC | 0.01% | New | 570 | $52K |
| Templeton & Phillips Capital Management, LLC | 0.04% | No change | 553 | $51K |
| Element Wealth, LLC | 0.03% | Reduce -33.3% | 513 | $47K |
| Ransom Advisory, Ltd | 0.02% | No change | 500 | $46K |
| CENTRAL TRUST Co | 0.00% | No change | 456 | $42K |
| PSI Advisors, LLC | 0.01% | Add +2289.5% | 454 | $42K |
| Thompson Investment Management, Inc. | 0.01% | No change | 395 | $36K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 391 | $36K |
| Oakworth Capital, Inc. | 0.00% | No change | 375 | $34K |
| Alaska Wealth Advisors, LLC | 0.01% | Reduce -11.0% | 373 | $34K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 366 | $34K |
| Rothschild Investment LLC | 0.00% | Reduce -11.1% | 362 | $33K |
| Tompkins Financial Corp. | 0.00% | New | 361 | $33K |
| ICA Group Wealth Management, LLC | 0.02% | Reduce -95.9% | 357 | $33K |
| Versant Capital Management, Inc | 0.01% | No change | 351 | $32K |
| Chris Bulman Inc | 0.02% | — | 343 | $31K |
| Bramshill Investments, LLC | 0.00% | New | 319 | $29K |
| Castleview Partners, LLC | 0.02% | No change | 313 | $29K |
| Webster Bank, N. A. | 0.00% | Add +97.0% | 264 | $24K |
| Beutel, Goodman & Co Ltd. | 0.00% | New | 270 | $24K |
| MCF Advisors LLC | 0.00% | Reduce -0.4% | 260 | $24K |
| Sandy Spring Bank | 0.00% | Add +195.4% | 257 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -79.7% | 219 | $20K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -22.0% | 216 | $20K |
| 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 |
| Heck Capital Advisors, LLC | 0.00% | Add +1.1% | 184 | $17K |
| First Personal Financial Services | 0.00% | No change | 179 | $16K |
| McIlrath & Eck, LLC | 0.00% | New | 169 | $16K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 152 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 150 | $14K |
| Family Firm, Inc. | 0.00% | New | 144 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -11.5% | 146 | $13K |
| Bogart Wealth, LLC | 0.00% | Add +18.5% | 141 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 139 | $13K |
| Opal Wealth Advisors, LLC | 0.00% | New | 131 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -97.2% | 131 | $12K |
| Hobbs Group Advisors, LLC | 0.00% | — | 129 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -83.2% | 127 | $12K |
| Breakwater Investment Management | 0.00% | No change | 119 | $11K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +26.1% | 116 | $11K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 113 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 103 | $10K |
| Gradient Investments LLC | 0.00% | Reduce -81.9% | 104 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 103 | $9K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -94.7% | 100 | $9K |
| Innealta Capital, LLC | 0.00% | New | 97 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -90.0% | 93 | $9K |
| Private Ocean, LLC | 0.00% | No change | 92 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 92 | $8K |
| WestEnd Advisors, LLC | 0.00% | No change | 81 | $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 |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -47.5% | 62 | $6K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 61 | $6K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 61 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 60 | $6K |
| Bfsg, LLC | 0.00% | No change | 55 | $5K |
| Central Bank & Trust Co. | 0.00% | No change | 51 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 45 | $4K |
| NFSG Corp | 0.00% | Reduce -20.0% | 44 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 37 | $3K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -88.0% | 36 | $3K |
| Kathleen S. Wright Associates Inc. | 0.00% | Reduce -8.1% | 34 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 34 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 28 | $3K |
| Centennial Bank | 0.00% | Reduce -90.1% | 32 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 29 | $3K |
| Triad Wealth Partners, LLC | 0.00% | New | 23 | $2K |
| Investors Research Corp | 0.00% | No change | 23 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 18 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -76.0% | 18 | $2K |
| WASHINGTON TRUST Co | 0.00% | Reduce -59.1% | 18 | $2K |
| Caitlin John, LLC | 0.00% | No change | 16 | $1K |
| North Star Investment Management Corp. | 0.00% | No change | 16 | $1K |
| Eukles Asset Management | 0.00% | No change | 14 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 14 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 13 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 10 | $947 |
| Key Financial Inc | 0.00% | No change | 10 | $918 |
| Naples Money Management LLC | 0.00% | No change | 10 | $909 |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 8 | $735 |
| Creekmur Asset Management LLC | 0.00% | Reduce -63.2% | 7 | $643 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 4 | $367 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.5% | 1 | $92 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 5 | $0 |
| First Command Advisory Services, Inc. | 0.00% | Reduce -50.0% | 14 | $0 |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.