iShares MBS ETFMBBETF
13F holders, Q3 2024 (September 30)876holders +40
101new positions
64sold out
6famous investors
$95.65avg. 13F price*
At the end of Q3 2024, 876 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, up 40 from Q2 2024. 101 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($7.1B), JPMorgan Chase & Co. ($3.3B) and Envestnet Asset Management Inc. ($2.6B). 6 famous investors held it, including Ray Dalio (0.8% of Bridgewater Associates's portfolio), Ken Fisher (0.7% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MBS ETF
- CUSIP
- 464288588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 101 | $381.3M |
| Exits | 64 | $628.0M |
All 13F filers, Q2 2024 → Q3 2024: 27,744,699 shares bought and 11,379,347 shares sold, net +16,365,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 876 holders
| Bank of America Corp. | 0.62% | Add +1.9% | 74,159,744 | $7.1B |
| JPMorgan Chase & Co. | 0.27% | Add +18.9% | 34,664,743 | $3.3B |
| Envestnet Asset Management Inc. | 0.85% | Add +9.6% | 27,433,729 | $2.6B |
| LPL Financial LLC | 0.82% | Add +6.3% | 19,189,697 | $1.8B |
| Fisher Asset Management | 0.72% | Add +8.3% | 18,265,598 | $1.8B |
| Ameriprise Financial Inc. | 0.34% | Add +3.0% | 13,986,668 | $1.3B |
| Morgan Stanley | 0.06% | Add +3.4% | 7,945,448 | $761.3M |
| Tiaa Trust, National Association | 1.39% | Add +2.1% | 4,867,483 | $466.4M |
| Truist Financial Corp. | 0.58% | Add +14.0% | 3,878,172 | $371.6M |
| Stifel Financial Corp. | 0.36% | Add +0.8% | 3,550,412 | $340.2M |
| State of Tennessee, Department of Treasury | 1.12% | Add +4.2% | 3,320,848 | $318.2M |
| Bank of New York Mellon Corp | 0.06% | Reduce -1.0% | 3,275,512 | $313.8M |
| Allworth Financial LP | 1.79% | Add +2.4% | 3,069,901 | $294.1M |
| Envestnet Portfolio Solutions, Inc. | 0.94% | Add +6.7% | 3,024,334 | $289.8M |
| PNC Financial Services Group, Inc. | 0.17% | Add +0.8% | 2,809,438 | $269.2M |
| Wells Fargo & Company | 0.06% | Reduce -0.0% | 2,596,575 | $248.8M |
| Cwm, LLC | 0.99% | Add +6.9% | 2,389,977 | $229.0M |
| Rwa Wealth Partners, LLC | 2.81% | Reduce -3.9% | 2,347,565 | $224.9M |
| BlackRock, Inc. | 0.00% | — | 2,217,685 | $212.5M |
| Dynasty Wealth Management, LLC | 5.66% | Add +23.6% | 2,398,912 | $187.2M |
| Sei Investments Co. | 0.24% | Reduce -20.0% | 1,909,245 | $182.9M |
| Quotient Wealth Partners, LLC | 5.85% | Add +2.0% | 1,858,657 | $178.1M |
| Royal Bank of Canada | 0.04% | Reduce -3.8% | 1,818,868 | $174.3M |
| UBS Group AG | 0.05% | Reduce -10.7% | 1,714,273 | $164.2M |
| MML Investors Services, LLC | 0.58% | Add +26.5% | 1,655,546 | $158.6M |
| OneDigital Investment Advisors LLC | 1.80% | Add +1.7% | 1,642,972 | $157.4M |
| Cetera Investment Advisers | 0.32% | Add +4.4% | 1,512,367 | $144.9M |
| United Capital Financial Advisors, LLC | 1.18% | Reduce -0.8% | 1,495,429 | $143.3M |
| Janney Montgomery Scott LLC | 0.40% | Add +6.7% | 1,484,825 | $142.3M |
| Composition Wealth, LLC | 3.28% | Add +9.0% | 1,478,730 | $141.7M |
| Park Avenue Securities LLC | 1.59% | Add +3.9% | 1,473,560 | $141.2M |
| Bridgewater Associates | 0.77% | Reduce -2.6% | 1,416,200 | $135.7M |
| Hancock Whitney Corp. | 4.20% | Reduce -0.7% | 1,361,230 | $130.4M |
| Midland Wealth Advisors, LLC | 7.52% | Reduce -24.8% | 1,338,248 | $128.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +165.2% | 1,301,517 | $124.7M |
| Money Design Co.,Ltd. | 6.02% | Add +5.9% | 1,263,660 | $121.1M |
| Blue Trust, Inc. | 1.57% | Reduce -11.2% | 1,310,361 | $120.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -2.4% | 1,094,763 | $104.9M |
| Bank of Montreal | 0.05% | Add +2.9% | 1,041,964 | $100.2M |
| Bessemer Group Inc. | 0.16% | Reduce -0.0% | 993,955 | $95.2M |
| Asset Management One Co., Ltd. | 0.33% | Add +4.3% | 981,744 | $94.1M |
| FMR LLC | 0.01% | Reduce -46.8% | 967,542 | $92.7M |
| Hilton Capital Management, LLC | 6.88% | New | 924,599 | $88.6M |
| Assetmark, Inc. | 0.24% | Add +171.6% | 887,766 | $85.1M |
| Merit Financial Group, LLC | 1.76% | Reduce -7.2% | 822,994 | $78.9M |
| NorthCoast Asset Management LLC | 0.55% | Reduce -0.4% | 816,968 | $78.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +696.6% | 804,598 | $77.1M |
| BNP Paribas Financial Markets | 0.07% | Add +486.8% | 794,105 | $76.1M |
| Thrivent Financial for Lutherans | 0.14% | Add +92.5% | 743,690 | $71.3M |
| Raymond James & Associates | 0.04% | Add +9.1% | 688,947 | $66.0M |
| Sensible Financial Planning & Management, LLC. | 12.65% | Add +1.2% | 668,862 | $64.1M |
| Jane Street Group, LLC | 0.10% | Add +6392.8% | 646,550 | $61.9M |
| Nottingham Advisors, Inc. | 6.85% | Add +85.1% | 646,383 | $61.9M |
| Avidian Wealth Enterprises, LLC | 2.81% | Add +2.0% | 646,310 | $61.9M |
| Evoke Wealth, LLC | 1.68% | New | 643,351 | $61.6M |
| Osaic Holdings, Inc. | 0.13% | Add +76.7% | 622,685 | $59.7M |
| Allianz Asset Management GmbH | 0.09% | Add +4.7% | 607,009 | $58.2M |
| State of Michigan Retirement System | 0.29% | No change | 600,000 | $57.5M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -5.5% | 586,721 | $56.2M |
| Alliancebernstein L.P. | 0.02% | Add +0.1% | 585,202 | $56.1M |
| CIBC Asset Management Inc | 0.18% | Reduce -0.7% | 575,674 | $55.2M |
| Rockland Trust Co. | 2.65% | Add +5.7% | 561,962 | $53.8M |
| NewEdge Advisors, LLC | 0.34% | Add +15.7% | 547,596 | $52.5M |
| US Bancorp \de | 0.07% | Reduce -2.8% | 542,086 | $51.9M |
| Bank of Hawaii | 2.13% | New | 532,164 | $51.0M |
| Brookstone Capital Management | 0.75% | Add +428.0% | 528,594 | $50.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.22% | Reduce -2.5% | 525,041 | $50.5M |
| Willis Johnson & Associates, Inc. | 3.70% | Add +1.0% | 508,203 | $48.7M |
| Mill Creek Capital Advisors, LLC | 1.16% | Add +0.6% | 503,754 | $48.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.12% | Add +10.2% | 503,172 | $48.2M |
| Korea Investment CORP | 0.11% | No change | 500,000 | $47.9M |
| Talon Private Wealth, LLC | 9.77% | — | 484,673 | $46.4M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Reduce -2.7% | 471,907 | $45.2M |
| SkyView Investment Advisors, LLC | 7.16% | Add +3.0% | 449,278 | $43.0M |
| Capital Investment Advisors, LLC | 0.82% | Reduce -0.2% | 417,229 | $40.0M |
| Lutz Financial Services LLC | 3.21% | Add +10.9% | 412,704 | $39.5M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Reduce -4.5% | 407,137 | $39.0M |
| Strategic Wealth Partners, Ltd. | 3.62% | Add +8.5% | 392,863 | $37.6M |
| Conning Inc. | 1.28% | No change | 387,672 | $37.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.83% | Add +2.6% | 385,559 | $36.9M |
| Manning & Napier Advisors LLC | 0.40% | Reduce -0.2% | 380,148 | $36.4M |
| CFS Investment Advisory Services, LLC | 2.96% | Add +2.1% | 368,076 | $35.3M |
| Zurich Insurance Group Ltd | 0.27% | No change | 338,060 | $32.4M |
| Capital Advisors Inc. | 0.65% | Reduce -1.3% | 336,190 | $32.2M |
| JB Capital LLC | 1.85% | Reduce -1.6% | 335,835 | $32.2M |
| AE Wealth Management LLC | 0.29% | Add +116.6% | 330,991 | $31.7M |
| Checchi Capital Advisers, LLC | 2.35% | Add +181.0% | 329,023 | $31.5M |
| Corient Private Wealth LP | 0.05% | Add +6.0% | 324,500 | $31.1M |
| Sanctuary Advisors, LLC | 0.20% | Add +0.6% | 332,314 | $30.8M |
| Foundations Investment Advisors, LLC | 0.64% | Add +6.4% | 318,530 | $30.5M |
| CreativeOne Wealth, LLC | 1.02% | Add +33.0% | 312,194 | $29.9M |
| Atria Wealth Solutions, Inc. | 0.32% | Add +2.8% | 311,829 | $29.9M |
| St Germain D J Co. Inc. | 1.32% | Add +2.4% | 300,919 | $28.8M |
| Franklin Resources Inc. | 0.01% | Add +1.4% | 296,709 | $27.9M |
| Bangor Savings Bank | 2.60% | Add +8.1% | 288,847 | $27.7M |
| West Coast Financial LLC | 3.02% | Add +6.1% | 286,223 | $27.4M |
| Johnson Financial Group, Inc. | 1.25% | Reduce -12.2% | 285,670 | $27.4M |
| Sage Advisory Services, Ltd.Co. | 7.66% | No change | 297,228 | $27.3M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -1.5% | 283,837 | $27.2M |
| Cabot Wealth Management Inc. | 3.35% | Add +162.0% | 279,918 | $26.8M |
| Resona Asset Management Co.,Ltd. | 0.15% | Add +68.1% | 278,773 | $26.7M |
| Acorns Advisers, LLC | 0.26% | Add +3.3% | 270,140 | $25.9M |
| Insight Wealth Strategies, LLC | 3.40% | Add +565.4% | 269,706 | $25.8M |
| Prudential Financial Inc. | 0.04% | Add +29.9% | 267,216 | $25.6M |
| Concourse Financial Group Securities, Inc. | 1.51% | Add +18.0% | 265,140 | $25.4M |
| Clearwater Capital Advisors, LLC | 2.46% | Add +3.3% | 263,386 | $25.2M |
| Kestra Investment Management, LLC | 1.03% | Add +265.9% | 249,363 | $23.9M |
| Arvest Investments, Inc. | 3.51% | Add +0.3% | 242,279 | $23.2M |
| Galvin, Gaustad & Stein, LLC | 2.06% | Add +2.0% | 237,341 | $22.7M |
| Parnassus Investments, LLC | 0.05% | No change | 232,752 | $22.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -1.9% | 228,180 | $21.9M |
| HighTower Advisors, LLC | 0.03% | Add +8.1% | 227,133 | $21.8M |
| Horst & Graben Wealth Management LLC | 3.90% | Add +1.8% | 226,830 | $21.7M |
| Advocacy Wealth Management, LLC | 1.70% | Add +6.4% | 226,102 | $21.7M |
| Modera Wealth Management, LLC | 0.28% | Add +5.9% | 226,101 | $21.7M |
| Meridian Wealth Partners, LLC | 3.33% | Add +16.8% | 223,782 | $21.4M |
| Eagle Ridge Investment Management | 1.83% | Add +6.5% | 218,132 | $20.9M |
| Northside Capital Management, LLC | 3.23% | New | 215,409 | $20.6M |
| Keybank National Association | 0.08% | Reduce -4.0% | 213,600 | $20.5M |
| RKL Wealth Management LLC | 1.84% | Reduce -2.7% | 212,009 | $20.3M |
| Park Avenue Institutional Advisers LLC | 37.31% | Reduce -21.2% | 208,915 | $20.0M |
| Pathstone Holdings, LLC | 0.09% | Reduce -0.4% | 205,588 | $19.7M |
| Federated Hermes, Inc. | 0.04% | Add +91.0% | 204,870 | $19.6M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -14.3% | 203,951 | $19.5M |
| Banque Cantonale Vaudoise | 0.79% | Add +22.3% | 199,850 | $19.1M |
| Hilltop Holdings Inc. | 1.22% | Add +46.5% | 194,818 | $18.7M |
| Penserra Capital Management LLC | 0.40% | New | 192,619 | $18.5M |
| Westover Capital Advisors, LLC | 3.53% | Add +121.9% | 191,802 | $18.4M |
| Confluence Investment Management LLC | 0.24% | Reduce -3.1% | 190,066 | $18.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 188,686 | $18.1M |
| Sharkey, Howes & Javer | 2.57% | Add +6.8% | 188,593 | $18.1M |
| Atria Investments, Inc | 0.22% | Add +0.4% | 187,824 | $18.0M |
| Orion Porfolio Solutions, LLC | 0.17% | Add +62.1% | 179,565 | $17.2M |
| Orion Portfolio Solutions, LLC | 0.17% | Add +62.1% | 179,565 | $17.2M |
| Mariner, LLC | 0.03% | Add +6.0% | 179,071 | $17.2M |
| Avantax Advisory Services, Inc. | 0.11% | Add +8.4% | 178,331 | $17.1M |
| Creative Planning | 0.02% | Reduce -10.1% | 173,801 | $16.7M |
| NewSquare Capital LLC | 1.32% | Add +6.0% | 173,042 | $16.6M |
| Private Advisor Group, LLC | 0.10% | Add +20.7% | 171,762 | $16.5M |
| Dakota Wealth Management | 0.37% | Add +157.0% | 171,046 | $16.4M |
| FDx Advisors, Inc. | 4.44% | Reduce -13.7% | 170,139 | $16.3M |
| High Falls Advisors, Inc | 3.72% | Reduce -1.8% | 169,395 | $16.2M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -2.4% | 161,842 | $15.5M |
| Marshall Wace, LLP | 0.02% | Add +11.2% | 159,400 | $15.3M |
| Austin Private Wealth, LLC | 1.49% | Add +5.9% | 158,211 | $15.2M |
| TCW Group Inc. | 0.13% | Reduce -0.8% | 156,701 | $15.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +38.2% | 152,538 | $14.6M |
| Perigon Wealth Management, LLC | 0.39% | Add +3.0% | 151,344 | $14.5M |
| Kingsview Wealth Management, LLC | 0.30% | Reduce -24.1% | 151,110 | $14.5M |
| Alera Investment Advisors, LLC | 1.69% | Add +1.2% | 149,964 | $14.4M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -21.3% | 149,338 | $14.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +126.3% | 148,050 | $14.2M |
| Old Mission Capital LLC | 0.30% | New | 144,775 | $13.9M |
| Farther Finance Advisors, LLC | 0.52% | Add +14.3% | 143,566 | $13.8M |
| Northland Capital Management LLC | 7.86% | Reduce -29.7% | 143,340 | $13.7M |
| SteelPeak Wealth, LLC | 0.60% | Add +4.5% | 141,700 | $13.6M |
| Kelman-Lazarov, Inc. | 2.34% | Add +10.6% | 141,654 | $13.6M |
| Trek Financial, LLC | 1.01% | Add +16.5% | 140,656 | $13.5M |
| Global Retirement Partners, LLC | 0.40% | Reduce -9.1% | 139,439 | $13.4M |
| Parkside Investments, LLC | 2.01% | Reduce -33.2% | 138,930 | $13.3M |
| Tandem Wealth Advisors LLC | 6.72% | Add +1.9% | 138,340 | $13.3M |
| Tortoise Investment Management, LLC | 1.38% | Reduce -36.9% | 137,765 | $13.2M |
| Icon Wealth Advisors, LLC | 1.09% | Add +1.4% | 136,210 | $13.1M |
| Boltwood Capital Management | 3.80% | Reduce -2.4% | 133,747 | $12.8M |
| Stone House Investment Management, LLC | 2.61% | Add +5.0% | 131,634 | $12.6M |
| Leuthold Group, LLC | 1.39% | Reduce -1.1% | 130,168 | $12.5M |
| Spectrum Investment Advisors, Inc. | 8.42% | Add +1.9% | 128,160 | $12.3M |
| Lifeworks Advisors, LLC | 2.41% | Add +36.5% | 128,073 | $12.3M |
| Invst, LLC | 1.46% | Reduce -3.0% | 125,951 | $12.1M |
| Stratos Wealth Advisors, LLC | 0.55% | Add +40.0% | 125,722 | $12.0M |
| Baker Avenue Asset Management, LP | 0.38% | New | 125,214 | $12.0M |
| Beacon Bridge Wealth Partners, LLC | 5.13% | Add +6.0% | 124,614 | $11.9M |
| Vise Technologies, Inc. | 1.49% | Reduce -0.7% | 122,220 | $11.7M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Add +20.9% | 117,490 | $11.3M |
| Guggenheim Capital LLC | 0.08% | Reduce -15.9% | 117,481 | $11.3M |
| EverSource Wealth Advisors, LLC | 0.71% | Reduce -0.6% | 117,091 | $11.2M |
| Principal Securities, Inc. | 0.26% | Add +35.6% | 113,795 | $10.9M |
| Leavell Investment Management, Inc. | 0.54% | Reduce -0.4% | 112,885 | $10.8M |
| Altfest L J & Co. Inc. | 1.43% | Add +0.8% | 112,181 | $10.7M |
| World Investment Advisors | 0.34% | Add +4.5% | 111,232 | $10.7M |
| Comerica Bank | 0.04% | Reduce -1.3% | 109,311 | $10.5M |
| Security Financial Services, INC. | 2.11% | Add +1.1% | 108,203 | $10.4M |
| One Wealth Advisors, LLC | 1.58% | New | 107,498 | $10.3M |
| Shelter Mutual Insurance Co | 2.44% | Reduce -5.7% | 109,870 | $10.2M |
| Farmers & Merchants Investments Inc. | 0.32% | Add +5.8% | 106,344 | $10.2M |
| Citadel Advisors | 0.01% | New | 104,949 | $10.1M |
| Kelly Financial Services LLC | 3.66% | Reduce -5.7% | 104,129 | $10.0M |
| Cornerstone Management, Inc. | 2.06% | Reduce -0.2% | 103,202 | $9.9M |
| Rehmann Capital Advisory Group | 0.64% | Add +17.6% | 101,788 | $9.8M |
| Financial Advocates Investment Management | 0.55% | Reduce -2.5% | 101,200 | $9.7M |
| Community Trust & Investment Co. | 0.61% | Add +3.2% | 100,284 | $9.6M |
| Cim, LLC | 1.37% | Add +0.0% | 99,588 | $9.5M |
| Anchor Capital Advisors LLC | 0.25% | New | 96,954 | $9.3M |
| Baird Financial Group, Inc. | 0.02% | Add +54.0% | 96,556 | $9.3M |
| TSA Wealth Managment LLC | 3.72% | Add +1.1% | 96,435 | $9.2M |
| Theory Financial LLC | 4.02% | Add +2.5% | 98,360 | $9.1M |
| CI Investments Inc. | 0.03% | Reduce -8.6% | 94,957 | $9.1M |
| WBH Advisory Inc. | 0.85% | Add +45.7% | 93,624 | $9.0M |
| Cary Street Partners Investment Advisory LLC | 0.33% | Reduce -0.4% | 92,826 | $8.9M |
| Blankinship & Foster, LLC | 2.15% | Reduce -3.7% | 91,855 | $8.8M |
| TD Asset Management Inc | 0.01% | No change | 90,000 | $8.7M |
| Wooster Corthell Wealth Management, Inc. | 1.84% | Reduce -13.4% | 89,925 | $8.6M |
| Ascent Group, LLC | 0.65% | Add +17.3% | 89,761 | $8.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.05% | New | 89,437 | $8.6M |
| Voya Financial Advisors, Inc. | 0.91% | Add +8.6% | 87,654 | $8.4M |
| PAX Financial Group, LLC | 1.51% | Add +0.2% | 87,824 | $8.4M |
| First Trust Advisors LP | 0.01% | Reduce -9.7% | 86,930 | $8.3M |
| Meiji Yasuda Asset Management Co Ltd. | 0.32% | Add +8.7% | 86,379 | $8.3M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Add +2.0% | 85,698 | $8.2M |
| Betterment LLC | 0.02% | Reduce -14.0% | 85,014 | $8.1M |
| Geneos Wealth Management Inc. | 0.31% | Add +2.3% | 84,118 | $8.1M |
| FFG Retirement Advisors LLC | 5.25% | Add +8.0% | 84,090 | $8.1M |
| TNF LLC | 2.90% | Reduce -1.1% | 86,108 | $8.0M |
| McKinley Carter Wealth Services, Inc. | 0.48% | Add +2.0% | 82,692 | $7.9M |
| Harbour Investments, Inc. | 0.24% | Add +75.8% | 82,417 | $7.9M |
| West Family Investments, Inc. | 2.64% | No change | 80,697 | $7.8M |
| Anfield Capital Management, LLC | 2.95% | Add +6023.5% | 80,769 | $7.7M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -5.6% | 80,475 | $7.7M |
| Alternative Investment Advisors, LLC. | 4.05% | Reduce -4.3% | 80,473 | $7.7M |
| Municipal Employees' Retirement System of Michigan | 0.10% | Add +7.0% | 80,099 | $7.7M |
| Impact Partnership Wealth, LLC | 1.73% | Add +110.7% | 79,821 | $7.6M |
| Edge Wealth Management LLC | 1.52% | Add +7.2% | 79,085 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Add +968.4% | 76,977 | $7.4M |
| Pacific Sage Partners, LLC | 1.73% | Reduce -0.7% | 76,060 | $7.3M |
| LVW Advisors, LLC | 0.92% | Add +4.0% | 75,047 | $7.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.61% | Add +18.4% | 74,300 | $7.1M |
| Optas, LLC | 1.62% | Add +0.6% | 73,656 | $7.1M |
| Regal Investment Advisors LLC | 0.49% | Add +45.9% | 72,941 | $7.0M |
| Bernardo Wealth Planning LLC | 1.69% | Add +11.9% | 74,236 | $7.0M |
| Lincoln Capital Corp. | 2.85% | Add +1.0% | 72,620 | $7.0M |
| Clark Capital Management Group, Inc. | 0.05% | New | 71,760 | $6.9M |
| Journey Strategic Wealth LLC | 0.25% | Add +33.7% | 70,796 | $6.8M |
| Bailard, Inc. | 0.17% | Add +40.6% | 70,131 | $6.7M |
| Snider Financial Group | 2.44% | Add +0.3% | 69,586 | $6.7M |
| Choreo, LLC | 0.10% | Reduce -3.0% | 69,115 | $6.6M |
| Parkside Advisors LLC | 1.58% | Reduce -2.2% | 69,250 | $6.6M |
| Keystone Financial Services | 2.56% | Reduce -0.6% | 68,962 | $6.6M |
| SIMA Wealth Partners, LLC | 5.67% | Add +13.2% | 68,093 | $6.5M |
| Bay Harbor Wealth Management, LLC | 2.13% | Add +2.3% | 68,033 | $6.5M |
| Invesco Ltd. | 0.00% | Add +2.4% | 67,700 | $6.5M |
| AAFMAA Wealth Management & Trust LLC | 2.83% | Add +0.9% | 66,897 | $6.4M |
| Summit X, LLC | 1.56% | Reduce -3.4% | 69,801 | $6.4M |
| Scarborough Advisors, LLC | 1.02% | New | 66,163 | $6.3M |
| IHT Wealth Management, LLC | 0.18% | Add +101.8% | 66,116 | $6.3M |
| Financial Enhancement Group LLC | 1.23% | Add +1123.7% | 67,279 | $6.3M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -16.8% | 65,823 | $6.3M |
| Equitable Holdings, Inc. | 0.06% | Add +7.1% | 65,644 | $6.3M |
| Shared Vision Wealth Group LLC | 3.33% | Add +2.1% | 64,992 | $6.2M |
| WCG Wealth Advisors LLC | 0.41% | Add +23.2% | 62,769 | $6.0M |
| Financial Partners Group, Inc | 0.88% | New | 62,393 | $6.0M |
| Manhattan West Asset Management, LLC | 1.54% | Add +6.5% | 62,130 | $6.0M |
| Spectrum Wealth Counsel, LLC | 0.70% | Add +1.6% | 61,732 | $5.9M |
| IFG Advisory, LLC | 0.37% | Add +20.5% | 61,133 | $5.9M |
| Cobblestone Asset Management LLC | 3.50% | Add +0.2% | 60,781 | $5.8M |
| SigFig Wealth Management, LLC | 0.21% | Reduce -1.0% | 60,147 | $5.8M |
| GYL Financial Synergies, LLC | 0.43% | Add +1.0% | 59,972 | $5.7M |
| Forefront Analytics, LLC | 2.69% | Reduce -2.6% | 59,615 | $5.7M |
| CW Advisors, LLC | 0.08% | Add +0.8% | 59,533 | $5.7M |
| Legacy Financial Group LLC | 1.08% | Add +3.9% | 58,347 | $5.6M |
| Endurance Services Ltd | 0.92% | No change | 57,544 | $5.5M |
| Advisory Services Network, LLC | 0.11% | No change | 59,675 | $5.5M |
| Wealth Alliance, LLC | 0.65% | Add +3.8% | 57,116 | $5.5M |
| Northwest Capital Management Inc | 1.97% | Reduce -0.4% | 56,969 | $5.5M |
| Liberty Wealth Management LLC | 0.92% | Reduce -66.3% | 56,390 | $5.4M |
| Benjamin Edwards Inc. | 0.08% | New | 56,133 | $5.4M |
| Boyd Watterson Asset Management LLC | 1.48% | Add +7.8% | 55,679 | $5.3M |
| Fort Point Capital Partners LLC | 0.67% | Add +9.1% | 55,639 | $5.3M |
| Proficio Capital Partners LLC | 0.53% | Reduce -1.0% | 55,155 | $5.3M |
| Lindenwold Advisors, INC | 2.65% | Reduce -3.3% | 54,873 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.8% | 53,548 | $5.1M |
| Ancora Advisors LLC | 0.12% | Add +17.5% | 53,245 | $5.1M |
| Dohj, LLC | 1.19% | Reduce -16.1% | 53,153 | $5.1M |
| True Vision MN LLC | 3.01% | Add +7.4% | 52,491 | $5.0M |
| Beacon Financial Group | 0.54% | Add +10.9% | 52,055 | $5.0M |
| Compound Planning, Inc. | 0.31% | Reduce -0.3% | 51,500 | $4.9M |
| Rational Advisors, Inc. | 0.49% | Reduce -51.8% | 51,275 | $4.9M |
| Essential Planning, LLC. | 2.00% | Reduce -0.4% | 50,842 | $4.9M |
| Advus Financial Partners, LLC | 1.39% | Add +1.2% | 50,733 | $4.9M |
| First American Trust, FSB | 0.48% | Reduce -0.6% | 50,430 | $4.8M |
| Capital Analysts, LLC | 0.20% | Add +50.5% | 50,405 | $4.8M |
| Buttonwood Financial Group, LLC | 2.88% | Reduce -1.0% | 50,131 | $4.8M |
| Hudson Capital Management LLC | 1.59% | Add +1.2% | 50,084 | $4.8M |
| Triad Wealth Partners, LLC | 2.55% | Add +217517.4% | 50,052 | $4.8M |
| Captrust Financial Advisors | 0.01% | Reduce -1.5% | 49,829 | $4.8M |
| Stansberry Asset Management, LLC | 0.63% | Reduce -5.7% | 49,117 | $4.7M |
| Belpointe Asset Management LLC | 0.28% | Reduce -0.3% | 48,796 | $4.7M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +2.0% | 48,299 | $4.6M |
| Pettinga Financial Advisors LLC | 1.08% | Add +4.9% | 47,755 | $4.6M |
| Trajan Wealth LLC | 0.27% | Reduce -2.9% | 47,293 | $4.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -21.9% | 46,770 | $4.5M |
| Cypress Wealth Services, LLC | 0.92% | Add +0.3% | 46,586 | $4.5M |
| Columbus Macro, LLC | 1.60% | Add +17.7% | 46,407 | $4.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Reduce -1.1% | 45,695 | $4.4M |
| Graypoint LLC | 0.28% | Reduce -11.1% | 45,615 | $4.4M |
| Riggs Asset Managment Co. Inc. | 1.19% | Add +270.1% | 45,457 | $4.4M |
| Ashton Thomas Securities, LLC | 0.84% | Reduce -1.6% | 45,302 | $4.3M |
| Centurion Wealth Management LLC | 1.33% | — | 43,567 | $4.2M |
| Simplicity Wealth,LLC | 0.39% | Reduce -7.2% | 43,484 | $4.2M |
| &partners | 0.08% | Add +1337.1% | 42,566 | $4.2M |
| Smith Salley Wealth Management | 0.26% | Add +4.3% | 42,295 | $4.1M |
| Modern Wealth Management, LLC | 0.25% | Add +20.6% | 42,249 | $4.0M |
| James Investment Research, Inc. | 0.46% | Reduce -1.3% | 41,345 | $4.0M |
| Focus Financial Network, Inc. | 0.16% | Add +3.9% | 41,227 | $3.9M |
| Inspire Advisors, LLC | 0.47% | Add +25.1% | 40,710 | $3.9M |
| Proffitt & Goodson Inc. | 0.63% | Add +15.0% | 40,080 | $3.8M |
| Morningstar Investment Services LLC | 0.04% | Add +28.6% | 39,707 | $3.8M |
| Family Asset Management, LLC | 2.29% | Add +85.9% | 39,823 | $3.8M |
| Mutual Advisors, LLC | 0.11% | Add +5.7% | 40,596 | $3.8M |
| WealthShield Partners, LLC | 0.51% | Add +1.1% | 39,497 | $3.8M |
| Mayflower Financial Advisors, LLC | 0.56% | Add +8.6% | 39,090 | $3.7M |
| Cerity Partners LLC | 0.01% | Add +0.5% | 39,068 | $3.7M |
| Semmax Financial Advisors Inc. | 1.03% | Add +2.0% | 40,493 | $3.7M |
| Signal Advisors Wealth, LLC | 0.53% | New | 38,908 | $3.7M |
| Apeiron RIA LLC | 1.06% | Add +5.1% | 38,725 | $3.7M |
| Private Trust Co. NA | 0.37% | Add +10.6% | 38,249 | $3.7M |
| Kickstand Ventures, Llc. | 0.93% | Add +7.5% | 38,164 | $3.7M |
| Jmac Enterprises LLC | 0.58% | Add +12.7% | 37,769 | $3.6M |
| First Horizon Advisors, Inc. | 0.10% | Add +16.3% | 37,557 | $3.6M |
| Tritonpoint Wealth, LLC | 0.33% | Reduce -8.1% | 37,047 | $3.6M |
| Csenge Advisory Group | 0.18% | Add +31.0% | 37,400 | $3.5M |
| HTLF Bank | 0.38% | Reduce -63.0% | 36,271 | $3.5M |
| Centennial Wealth Advisory LLC | 1.35% | New | 36,230 | $3.5M |
| Townsquare Capital LLC | 0.04% | Reduce -37.3% | 35,930 | $3.4M |
| Syon Capital LLC | 0.30% | Add +7.8% | 35,885 | $3.4M |
| Diversify Advisory Services, LLC | 0.18% | Reduce -14.8% | 36,330 | $3.4M |
| Snowden Capital Advisors LLC | 0.10% | Add +1.9% | 35,422 | $3.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -3.4% | 35,416 | $3.4M |
| Integrated Advisors Network LLC | 0.16% | Add +1.2% | 35,312 | $3.4M |
| Wayfinding Financial, LLC | 2.51% | New | 35,242 | $3.4M |
| Brown Advisory Inc. | 0.00% | Add +13.0% | 34,834 | $3.3M |
| Haverford Trust Co | 0.03% | Reduce -27.7% | 34,209 | $3.3M |
| Citizens & Northern Corp. | 0.98% | Add +23.0% | 34,003 | $3.3M |
| Swmg, LLC | 1.33% | Add +5.3% | 34,947 | $3.2M |
| Sunesis Advisors, LLC | 1.93% | Add +2.1% | 33,382 | $3.2M |
| Florin Court Capital LLP | 2.54% | New | 32,900 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -21.2% | 32,554 | $3.1M |
| M&T Bank Corp | 0.01% | Reduce -23.9% | 32,203 | $3.1M |
| Sachetta, LLC | 1.20% | Reduce -5.0% | 31,622 | $3.0M |
| Oarsman Capital, Inc. | 0.56% | Reduce -1.9% | 31,617 | $3.0M |
| Tradition Wealth Management, LLC | 0.27% | Add +1.1% | 31,535 | $3.0M |
| Sheets Smith Wealth Management | 0.37% | Reduce -1.9% | 31,368 | $3.0M |
| Alpha Financial Partners LLC | 2.11% | New | 30,894 | $3.0M |
| Ehrlich Financial Group | 2.11% | Reduce -6.9% | 30,894 | $3.0M |
| Faithward Advisors, LLC | 0.51% | New | 30,343 | $2.9M |
| Sierra Capital LLC | 0.35% | Add +8.4% | 30,343 | $2.9M |
| Client 1ST Advisory Group, LLC | 1.15% | Add +20.5% | 30,334 | $2.9M |
| Retirement Capital Strategies | 1.13% | Add +64.9% | 30,121 | $2.9M |
| Quattro Financial Advisors LLC | 0.81% | No change | 30,600 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +28.3% | 29,495 | $2.8M |
| Hoxton Planning & Management, LLC | 1.09% | Add +2.4% | 29,466 | $2.8M |
| Van Hulzen Asset Management, LLC | 0.20% | Add +5.9% | 29,393 | $2.8M |
| Peninsula Wealth, LLC | 0.49% | Add +9.3% | 29,694 | $2.8M |
| Maripau Wealth Management LLC | 2.42% | Add +8.0% | 29,179 | $2.8M |
| Braun-Bostich & Associates Inc. | 1.92% | Reduce -2.7% | 28,783 | $2.8M |
| My Legacy Advisors, LLC | 1.08% | Reduce -29.1% | 28,652 | $2.7M |
| Axxcess Wealth Management, LLC | 0.07% | Add +390.9% | 28,381 | $2.7M |
| ShoreHaven Wealth Partners, LLC | 1.29% | Reduce -4.5% | 27,888 | $2.7M |
| Stockman Wealth Management, Inc. | 0.41% | New | 27,665 | $2.7M |
| Apollon Wealth Management, LLC | 0.07% | Add +9.0% | 27,651 | $2.6M |
| Copperleaf Capital, LLC | 2.02% | Add +0.8% | 27,553 | $2.6M |
| Verus Capital Partners, LLC | 0.26% | Add +27.2% | 27,541 | $2.6M |
| Mosley Wealth Management | 1.80% | Add +7.3% | 28,233 | $2.6M |
| Elevation Point Wealth Partners, LLC | 0.25% | Reduce -5.0% | 27,207 | $2.6M |
| Park Place Capital Corp | 0.74% | Reduce -4.8% | 26,938 | $2.6M |
| Hart & Patterson Financial Group LLC | 1.19% | Reduce -30.3% | 26,228 | $2.5M |
| Jacobi Capital Management LLC | 0.19% | Add +13.0% | 26,103 | $2.5M |
| Crabel Capital Management, LLC | 1.74% | Add +73.6% | 25,816 | $2.5M |
| AdvisorNet Financial, Inc | 0.18% | Reduce -0.7% | 25,766 | $2.5M |
| Foster & Motley Inc. | 0.15% | Reduce -9.4% | 25,485 | $2.4M |
| Adapt Wealth Advisors, LLC | 1.29% | Reduce -42.1% | 25,085 | $2.4M |
| Washington Trust Bank | 0.23% | No change | 24,860 | $2.4M |
| Cobblestone Capital Advisors LLC | 0.13% | Add +2.0% | 24,696 | $2.4M |
| Renasant Bank | 1.55% | Reduce -2.5% | 24,579 | $2.4M |
| Arkadios Wealth Advisors | 0.13% | Add +6.6% | 24,430 | $2.3M |
| D L Carlson Investment Group Inc. | 0.42% | New | 24,235 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -12.4% | 24,144 | $2.3M |
| Watershed Private Wealth LLC | 0.92% | Add +5.6% | 24,062 | $2.3M |
| Creative Financial Designs Inc. | 0.19% | Add +3.4% | 23,760 | $2.3M |
| Capital International Investors | 0.00% | Reduce -1.0% | 23,671 | $2.3M |
| Spectrum Planning & Advisory Services Inc. | 2.15% | Reduce -37.8% | 23,365 | $2.2M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +3.0% | 23,169 | $2.2M |
| Citigroup Inc. | 0.00% | Add +495.1% | 22,925 | $2.2M |
| GeoWealth Management, LLC | 0.08% | Add +37.9% | 22,678 | $2.2M |
| RFG Advisory, LLC | 0.07% | Reduce -44.0% | 22,675 | $2.2M |
| ORG Partners LLC | 0.35% | Reduce -45.5% | 22,571 | $2.2M |
| IFP Advisors, Inc | 0.08% | Add +10.4% | 22,450 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -2.8% | 21,579 | $2.1M |
| Lido Advisors, LLC | 0.02% | Add +1.2% | 21,287 | $2.0M |
| Parallel Advisors, LLC | 0.05% | Reduce -6.5% | 21,117 | $2.0M |
| Strategy Asset Managers LLC | 0.38% | Reduce -0.0% | 20,851 | $2.0M |
| Lodestar Private Asset Management LLC | 0.25% | Add +0.6% | 20,693 | $2.0M |
| MIdWestOne Financial Group, Inc. | 0.27% | Add +10.2% | 20,591 | $2.0M |
| Delphi Financial Group, Inc. | 1.13% | No change | 20,500 | $2.0M |
| Alterna Wealth Management, Inc. | 1.75% | Add +13.1% | 20,317 | $1.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Add +0.1% | 20,294 | $1.9M |
| MA Private Wealth | 0.36% | Add +0.9% | 20,196 | $1.9M |
| UNIVEST FINANCIAL Corp | 0.13% | New | 20,012 | $1.9M |
| Claro Advisors Inc. | 0.25% | Add +164.7% | 19,929 | $1.9M |
| Maia Wealth LLC | 0.47% | Add +14.7% | 20,460 | $1.9M |
| DB Fitzpatrick & Co, Inc | 1.65% | Add +0.9% | 19,692 | $1.9M |
| D.A. Davidson & Co. | 0.02% | Add +15.4% | 19,620 | $1.9M |
| GHP Investment Advisors, Inc. | 0.09% | Add +0.9% | 19,543 | $1.9M |
| New Century Financial Group, LLC | 0.69% | Reduce -11.3% | 19,541 | $1.9M |
| Quadrant Private Wealth Management, LLC | 0.46% | Reduce -4.5% | 19,530 | $1.9M |
| TRUE Private Wealth Advisors | 0.22% | Reduce -4.4% | 19,448 | $1.9M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 19,387 | $1.9M |
| Stelac Advisory Services LLC | 0.74% | Add +20.2% | 19,146 | $1.8M |
| DMC Group, LLC | 1.48% | Add +6.4% | 19,068 | $1.8M |
| Vernal Point Advisors, LLC | 1.41% | No change | 19,000 | $1.8M |
| Strategic Blueprint, LLC | 0.11% | Add +0.6% | 18,707 | $1.8M |
| Dark Forest Capital Management LP | 0.23% | Add +57.4% | 18,631 | $1.8M |
| Capital Asset Advisory Services LLC | 0.09% | New | 18,710 | $1.8M |
| Kepos Capital LP | 0.77% | Reduce -25.3% | 18,300 | $1.8M |
| Firethorn Wealth Partners, LLC | 0.88% | Reduce -3.0% | 18,007 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +2.7% | 17,954 | $1.7M |
| Clearview Wealth Advisors LLC | 1.33% | Add +11.3% | 17,947 | $1.7M |
| Western Wealth Management, LLC | 0.10% | Add +17.4% | 17,917 | $1.7M |
| WealthPLAN Partners, LLC | 0.23% | Reduce -0.5% | 17,857 | $1.7M |
| Scissortail Wealth Management, LLC | 0.41% | Reduce -99.5% | 92 | $1.7M |
| Advisory Research Inc. | 0.30% | No change | 17,518 | $1.7M |
| Ascentis Wealth Management, LLC | 0.62% | — | 17,369 | $1.7M |
| Redwood Investment Management, LLC | 0.15% | Add +5.3% | 17,249 | $1.7M |
| RHS Financial, LLC | 0.83% | Add +26.4% | 17,233 | $1.7M |
| Trilogy Capital Inc. | 0.08% | Add +3.4% | 17,196 | $1.6M |
| Twin Peaks Wealth Advisors, LLC | 0.76% | Add +14.7% | 17,156 | $1.6M |
| Wela Strategies, Inc. | 0.72% | New | 17,133 | $1.6M |
| Spire Wealth Management | 0.06% | Add +1.2% | 17,079 | $1.6M |
| Montecito Bank & Trust | 0.28% | Reduce -15.3% | 16,894 | $1.6M |
| Regimen Wealth, LLC | 0.51% | Add +1.6% | 16,487 | $1.6M |
| Community Bank, N.A. | 0.19% | Add +96.7% | 16,113 | $1.5M |
| Concorde Asset Management, LLC | 0.87% | Add +34.1% | 16,030 | $1.5M |
| BCU Wealth Advisors, LLC | 0.91% | Add +8.6% | 15,966 | $1.5M |
| Lion Street Advisors, LLC | 0.52% | Add +0.9% | 15,727 | $1.5M |
| Synovus Financial Corp. | 0.02% | Add +13.8% | 15,570 | $1.5M |
| Axiom Advisory, LLC | 0.01% | Add +1.6% | 15,744 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Add +1.1% | 15,494 | $1.5M |
| Gateway Wealth Partners, LLC | 0.40% | Reduce -8.5% | 15,326 | $1.5M |
| Hexagon Capital Partners LLC | 0.28% | Add +0.9% | 15,119 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -43.4% | 15,063 | $1.4M |
| Optivise Advisory Services LLC | 0.76% | Reduce -2.0% | 15,019 | $1.4M |
| Vantage Financial Partners, LLC | 0.35% | Reduce -7.1% | 14,799 | $1.4M |
| Venturi Wealth Management, LLC | 0.07% | Add +7.0% | 14,695 | $1.4M |
| J. W. Coons Advisors, LLC | 0.26% | Add +3.4% | 14,681 | $1.4M |
| Edgestream Partners, L.P. | 0.06% | New | 14,644 | $1.4M |
| RDA Financial Network | 0.43% | Add +18.6% | 14,306 | $1.4M |
| Transcend Capital Advisors, LLC | 0.09% | Add +0.8% | 14,209 | $1.4M |
| Fullcircle Wealth LLC | 0.61% | Add +9.1% | 14,669 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -14.4% | 14,176 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -14.5% | 14,034 | $1.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.09% | New | 13,954 | $1.3M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -0.1% | 13,888 | $1.3M |
| HRT Financial LP | 0.01% | New | 13,872 | $1.3M |
| Emergent Wealth Advisors, LLC | 0.98% | Add +0.5% | 13,819 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Reduce -7.5% | 13,487 | $1.3M |
| Silverlake Wealth Management LLC | 0.49% | Add +107.3% | 13,432 | $1.3M |
| RCS Financial Planning, LLC | 0.71% | Add +2.3% | 13,370 | $1.3M |
| Perennial Investment Advisors, LLC | 0.17% | Reduce -9.8% | 13,339 | $1.3M |
| Wealthgarden F.S. LLC | 1.23% | Add +45.5% | 13,147 | $1.3M |
| NorthRock Partners, LLC | 0.04% | Reduce -22.3% | 13,095 | $1.3M |
| First Heartland Consultants, Inc. | 0.14% | Add +16.8% | 13,102 | $1.3M |
| Chesapeake Capital Corp. | 1.14% | Add +27.9% | 13,014 | $1.3M |
| Tidal Investments LLC | 0.01% | Add +3.1% | 13,029 | $1.2M |
| Chartwell Investment Partners, LLC | 0.04% | No change | 12,930 | $1.2M |
| Bush Investment Group, LLC | 0.97% | Add +5.0% | 12,712 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Reduce -6.2% | 12,523 | $1.2M |
| Keebeck Wealth Management | 0.17% | Add +29.5% | 12,313 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +26.6% | 12,132 | $1.2M |
| Estate Counselors, LLC | 0.12% | New | 12,065 | $1.2M |
| BNP Paribas | 0.05% | No change | 12,000 | $1.2M |
| PFG Investments, LLC | 0.07% | New | 11,892 | $1.1M |
| Sutton Place Investors LLC | 0.69% | Reduce -3.5% | 11,803 | $1.1M |
| Tempus Wealth Planning, LLC | 0.41% | Add +14.8% | 11,684 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -4.6% | 11,569 | $1.1M |
| LifePlan Investment Advisors, Inc. | 0.70% | Add +12.5% | 11,506 | $1.1M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.4% | 11,490 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Reduce -1.8% | 11,391 | $1.1M |
| Ascentis Independent Advisors | 0.17% | Reduce -40.4% | 11,375 | $1.1M |
| Mather Group, Llc. | 0.01% | Reduce -86.4% | 11,307 | $1.1M |
| Bokf, NA | 0.02% | Add +45.4% | 11,200 | $1.1M |
| VestGen Investment Management | 0.30% | Add +22.6% | 11,057 | $1.1M |
| Magnus Financial Group LLC | 0.11% | Add +54.6% | 11,048 | $1.1M |
| Maiden Cove Capital, LLC | 1.64% | Reduce -15.0% | 10,981 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Add +167.2% | 10,929 | $1.0M |
| Gen-Wealth Partners Inc | 0.45% | Reduce -9.0% | 11,205 | $1.0M |
| Clear Creek Financial Management, LLC | 0.12% | Add +12.7% | 10,777 | $1.0M |
| HSBC Holdings PLC | 0.00% | Reduce -52.8% | 10,756 | $1.0M |
| Fidelis Capital Partners, LLC | 0.12% | Add +17.4% | 11,055 | $1.0M |
| Fiduciary Trust Co | 0.01% | Add +51.4% | 10,701 | $1.0M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -18.2% | 10,527 | $1.0M |
| Diversified, LLC | 0.11% | Reduce -0.9% | 10,513 | $1.0M |
| Diversified Enterprises, LLC | 0.11% | — | 10,513 | $1.0M |
| Vertex Planning Partners, LLC | 0.24% | Add +8.5% | 10,495 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +42.6% | 10,425 | $999K |
| Arax Advisory Partners | 0.09% | Reduce -9.5% | 10,410 | $997K |
| CAP Partners, LLC | 0.73% | Add +1.7% | 10,253 | $982K |
| Israel Discount Bank of New York | 1.44% | Reduce -40.5% | 10,086 | $966K |
| Point72 Asset Management | 0.00% | New | 10,000 | $958K |
| BOS Asset Management, LLC | 0.35% | Add +36.9% | 9,897 | $948K |
| Resurgent Financial Advisors LLC | 0.55% | Add +30.1% | 9,850 | $944K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.3% | 9,719 | $931K |
| Carr Financial Group Corp | 0.28% | Add +2.7% | 9,702 | $930K |
| Elios Financial Group Inc. | 0.43% | — | 9,652 | $925K |
| Cooper Financial Group | 0.12% | Add +10.8% | 9,637 | $923K |
| Stephens Inc. | 0.01% | Reduce -94.7% | 9,544 | $914K |
| SWS Partners | 0.29% | Reduce -10.5% | 9,493 | $911K |
| FC Advisory LLC | 0.31% | Add +0.3% | 9,471 | $907K |
| Seed Wealth Management, Inc. | 0.72% | No change | 9,420 | $903K |
| Two West Capital Advisors LLC | 0.73% | Add +13.4% | 9,358 | $897K |
| Acropolis Investment Management, LLC | 0.05% | Add +1.0% | 9,274 | $889K |
| Pacific Financial Group Inc. | 0.65% | Reduce -3.8% | 9,239 | $885K |
| 180 Wealth Advisors, LLC | 0.14% | Reduce -9.9% | 9,195 | $881K |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +9.9% | 9,041 | $866K |
| Pinnacle Bancorp, Inc. | 0.23% | Add +4.4% | 8,924 | $855K |
| UMB Bank, n.a. | 0.01% | No change | 8,882 | $851K |
| Old Second National Bank of Aurora | 0.21% | Add +3.5% | 8,871 | $850K |
| Parsons Capital Management Inc. | 0.05% | Reduce -30.9% | 8,781 | $841K |
| First Citizens Bank & Trust Co. | 0.02% | Add +19.5% | 8,765 | $840K |
| NBT Bank, N.A. | 0.06% | Reduce -10.0% | 8,733 | $837K |
| Aspire Private Capital, LLC | 0.20% | Add +24.6% | 8,732 | $837K |
| LexAurum Advisors, LLC | 0.19% | Add +0.6% | 8,717 | $835K |
| Evergreen Capital Management LLC | 0.03% | Reduce -0.3% | 8,655 | $829K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +12.2% | 8,485 | $813K |
| Fermata Advisors, LLC | 0.16% | Add +42.0% | 8,436 | $808K |
| Good Life Advisors, LLC | 0.05% | New | 8,370 | $802K |
| Bristlecone Advisors, LLC | 0.06% | Add +142.1% | 8,321 | $797K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +1.9% | 8,287 | $794K |
| Signet Financial Management, LLC | 0.10% | Reduce -0.5% | 8,269 | $792K |
| Sovereign Financial Group, Inc. | 0.18% | Reduce -2.4% | 8,217 | $787K |
| Summit Wealth Group, LLC | 0.23% | Add +6.3% | 8,188 | $784K |
| Barings LLC | 0.02% | No change | 8,100 | $776K |
| AQR Capital Management | 0.00% | New | 8,072 | $773K |
| Trinity Wealth Management, LLC | 0.35% | Add +29.7% | 8,065 | $773K |
| Blair William & Co. | 0.00% | Add +10.3% | 8,010 | $767K |
| Prospera Financial Services Inc | 0.02% | Reduce -54.9% | 7,963 | $766K |
| Pinnacle Wealth Management Group, Inc. | 0.48% | Reduce -89.2% | 7,930 | $760K |
| JGP Wealth Management, LLC | 0.10% | Add +16.2% | 7,896 | $756K |
| Naples Global Advisors, LLC | 0.07% | Add +10.0% | 7,875 | $755K |
| River Street Advisors LLC | 0.41% | Add +16.8% | 7,874 | $754K |
| Heck Capital Advisors, LLC | 0.09% | Add +4178.8% | 7,873 | $754K |
| US Financial Advisors, LLC | 0.23% | Reduce -10.7% | 7,800 | $747K |
| Raymond James Trust N.A. | 0.02% | Reduce -4.1% | 7,788 | $746K |
| Trivium Point Advisory, LLC | 0.10% | New | 8,075 | $746K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +1.1% | 7,787 | $746K |
| Annandale Capital, LLC | 0.15% | Reduce -2.7% | 7,636 | $732K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -1.8% | 7,632 | $731K |
| Rosenberg Matthew Hamilton | 0.19% | Add +27.9% | 7,522 | $721K |
| MKT Advisors LLC | 0.34% | Add +14.6% | 7,508 | $718K |
| Cypress Capital, LLC | 0.19% | Reduce -1.3% | 7,493 | $718K |
| Hutchens & Kramer Investment Management Group, LLC | 0.40% | Add +67.3% | 7,433 | $712K |
| Maxwell Wealth Strategies Inc. | 0.30% | Reduce -9.3% | 7,658 | $711K |
| Summit Financial, LLC | 0.03% | Add +2.5% | 7,417 | $711K |
| Absolute Capital Management, LLC | 0.42% | Add +19.9% | 7,373 | $706K |
| United Advisor Group, LLC | 0.16% | New | 7,315 | $701K |
| Ade, LLC | 0.42% | Reduce -3.0% | 7,170 | $687K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -27.5% | 7,164 | $686K |
| Evolution Wealth Advisors, LLC | 0.12% | Add +11.4% | 7,132 | $683K |
| JT Stratford LLC | 0.12% | Add +10.0% | 7,068 | $677K |
| Nwam LLC | 0.04% | New | 6,920 | $663K |
| Bigelow Investment Advisors, LLC | 0.30% | Reduce -0.2% | 6,910 | $662K |
| Western Financial Corp | 0.37% | Add +0.1% | 6,886 | $660K |
| Legacy Edge Advisors, LLC | 0.10% | Reduce -8.6% | 6,824 | $654K |
| Advisor Resource Council | 0.30% | New | 6,785 | $650K |
| Latitude Advisors, LLC | 0.37% | Add +15.3% | 6,735 | $645K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +5.7% | 6,721 | $644K |
| GTS Securities LLC | 0.01% | Add +184.7% | 6,533 | $626K |
| Mgo One Seven LLC | 0.03% | Add +38.8% | 6,489 | $622K |
| Global Assets Advisory, LLC | 0.34% | Reduce -16.1% | 6,460 | $619K |
| Lane & Associates LLC | 0.33% | Reduce -29.2% | 6,416 | $615K |
| StoneX Group Inc. | 0.04% | Add +132.2% | 6,402 | $613K |
| Merkkuri Wealth Advisors LLC | 0.48% | Add +15.5% | 6,337 | $607K |
| Level Four Advisory Services, LLC | 0.03% | New | 6,410 | $595K |
| New England Asset Management Inc. | 0.10% | No change | 6,199 | $594K |
| Courier Capital LLC | 0.04% | No change | 6,195 | $594K |
| FineMark National Bank & Trust | 0.02% | Reduce -1.2% | 6,190 | $593K |
| Quartz Partners, LLC | 0.37% | — | 6,185 | $593K |
| Beacon Financial Advisory LLC | 0.20% | Add +1.6% | 6,173 | $591K |
| 1900 Wealth Management LLC | 0.05% | Reduce -10.5% | 6,156 | $590K |
| AlTi Global, Inc. | 0.01% | Add +176.5% | 6,116 | $586K |
| Rede Wealth, LLC | 0.22% | Reduce -1.0% | 6,103 | $585K |
| Smartleaf Asset Management LLC | 0.07% | Add +8.3% | 6,075 | $584K |
| CoreCap Advisors, LLC | 0.03% | New | 6,040 | $579K |
| Presidio Capital Management, LLC | 0.37% | Reduce -25.3% | 6,030 | $578K |
| Angeles Investment Advisors, LLC | 0.03% | Add +87.8% | 6,010 | $576K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +15.2% | 5,935 | $569K |
| Friedenthal Financial | 0.33% | Reduce -9.9% | 5,923 | $567K |
| Advisory Alpha, LLC | 0.02% | No change | 5,917 | $567K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -87.2% | 5,824 | $558K |
| WR Wealth Planners, LLC | 0.15% | Add +1.4% | 5,786 | $554K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -8.0% | 5,766 | $552K |
| Tudor Investment Corporation | 0.01% | New | 5,750 | $551K |
| Narus Financial Partners, LLC | 0.20% | Add +3.8% | 5,743 | $550K |
| Beverly Hills Private Wealth, LLC | 0.11% | Reduce -48.1% | 5,720 | $548K |
| Vermillion & White Wealth Management Group, LLC | 0.40% | Add +11.8% | 5,660 | $542K |
| EP Wealth Advisors, LLC | 0.00% | Add +9.9% | 5,588 | $535K |
| Adams Wealth Management | 0.11% | Reduce -6.3% | 5,544 | $531K |
| CacheTech Inc. | 0.11% | Reduce -6.3% | 5,544 | $531K |
| Keel Point, LLC | 0.04% | Add +2.4% | 5,526 | $529K |
| Legacy Capital Group California, Inc. | 0.18% | No change | 5,510 | $528K |
| Rareview Capital LLC | 0.39% | No change | 5,444 | $522K |
| Ocean Park Asset Management, LLC | 0.02% | New | 5,420 | $519K |
| Exchange Traded Concepts, LLC | 0.01% | New | 5,420 | $519K |
| Aveo Capital Partners, LLC | 0.05% | Add +75.3% | 5,398 | $517K |
| Berkshire Asset Management LLC | 0.03% | No change | 5,542 | $509K |
| FSC Wealth Advisors, LLC | 0.36% | Add +10.3% | 5,271 | $505K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -29.0% | 5,405 | $504K |
| Freedom Investment Management, Inc. | 0.04% | Add +39.6% | 5,242 | $502K |
| Pinion Investment Advisors, LLC | 0.21% | New | 5,231 | $501K |
| Catalina Capital Group, LLC | 0.17% | Reduce -6.2% | 5,203 | $498K |
| Successful Portfolios LLC | 0.34% | Add +0.3% | 5,201 | $498K |
| OMNI 360 Wealth, Inc. | 0.34% | Add +3.8% | 5,093 | $488K |
| W Advisors, LLC | 0.30% | Add +23.2% | 5,075 | $486K |
| TD Private Client Wealth LLC | 0.01% | Reduce -1.3% | 5,058 | $485K |
| Pinnacle Family Advisors, LLC | 0.25% | Reduce -16.9% | 5,036 | $483K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -45.7% | 4,959 | $475K |
| Core Wealth Partners LLC | 0.28% | Add +39.9% | 4,809 | $461K |
| PFG Advisors | 0.03% | Reduce -33.6% | 4,799 | $460K |
| Independent Financial Group, LLC | 0.02% | Add +9.8% | 4,760 | $456K |
| Rothschild Wealth LLC | 0.14% | Reduce -97.5% | 2,057 | $454K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +18.7% | 4,716 | $452K |
| Financial Sense Advisors, Inc. | 0.12% | Add +70.7% | 4,710 | $451K |
| Elevated Capital Advisors, LLC | 0.12% | New | 4,637 | $444K |
| Midwest Heritage Bank, FSB | 0.20% | Add +0.2% | 4,569 | $438K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 4,561 | $437K |
| ONE Advisory Partners, LLC | 0.19% | Add +8.7% | 4,546 | $436K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -1.6% | 4,509 | $432K |
| Financial Freedom, LLC | 0.23% | Add +1.0% | 4,466 | $428K |
| FSB Premier Wealth Management, Inc. | 0.17% | Reduce -47.5% | 4,458 | $427K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +1.3% | 4,454 | $427K |
| Flagstar Securities, Inc. | 0.11% | Reduce -9.6% | 4,444 | $426K |
| Delta Wealth Advisors LLC | 0.41% | Reduce -1.8% | 4,421 | $424K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -16.5% | 4,419 | $423K |
| Heritage Family Offices, LLP | 0.22% | Add +23.4% | 4,403 | $422K |
| Drucker Wealth 3.0, LLC | 0.10% | Reduce -13.5% | 4,383 | $420K |
| Oliver Lagore Vanvalin Investment Group | 0.11% | Reduce -6.5% | 4,336 | $415K |
| Americana Partners, LLC | 0.03% | Add +9.8% | 4,327 | $415K |
| Clark Asset Management, LLC | 0.09% | New | 4,182 | $401K |
| Patten Group, Inc. | 0.09% | Add +5.0% | 4,179 | $400K |
| TrueWealth Advisors, LLC | 0.13% | Reduce -27.1% | 4,177 | $400K |
| Commerce Bank | 0.00% | Add +87.2% | 4,166 | $399K |
| Venture Visionary Partners LLC | 0.02% | No change | 4,098 | $393K |
| Loomis Sayles & Co. L P | 0.00% | Add +163.4% | 4,069 | $390K |
| Breakwater Capital Group | 0.08% | Add +8.1% | 3,995 | $383K |
| Financial Counselors Inc. | 0.01% | Add +4.6% | 3,988 | $382K |
| Empirical Asset Management, LLC | 0.13% | Add +9.6% | 3,954 | $379K |
| World Equity Group, Inc. | 0.13% | Add +26.5% | 3,881 | $372K |
| Market Street Wealth Management Advisors LLC | 0.06% | No change | 3,877 | $371K |
| Objective Capital Management, LLC | 0.22% | — | 3,825 | $366K |
| Certus Wealth Management, LLC | 0.25% | New | 3,812 | $365K |
| Accurate Wealth Management, LLC | 0.07% | New | 3,811 | $360K |
| Petix & Botte Co | 0.10% | Reduce -13.8% | 3,756 | $360K |
| DAVENPORT & Co LLC | 0.00% | Add +19.4% | 3,721 | $356K |
| Cibc World Markets Corp. | 0.00% | Reduce -57.9% | 3,719 | $356K |
| Fulcrum Equity Management | 0.30% | Reduce -11.8% | 3,687 | $353K |
| IVC Wealth Advisors LLC | 0.19% | Reduce -9.6% | 3,652 | $350K |
| FinTrust Capital Advisors, LLC | 0.06% | Reduce -18.1% | 3,600 | $345K |
| MMBG Investment Advisors Co. | 0.04% | New | 3,551 | $340K |
| WMG Financial Advisors, LLC | 0.15% | Add +9.9% | 3,540 | $339K |
| Voisard Asset Management Group, Inc. | 0.14% | New | 3,537 | $339K |
| Avaii Wealth Management, LLC | 0.17% | Reduce -67.7% | 3,521 | $337K |
| Raffa Wealth Management, LLC | 0.08% | No change | 3,519 | $337K |
| Madison Asset Management, LLC | 0.00% | Reduce -95.4% | 3,519 | $337K |
| Monetary Management Group Inc. | 0.09% | No change | 3,500 | $335K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -36.1% | 3,467 | $332K |
| Ifrah Financial Services, Inc. | 0.09% | Add +1.6% | 3,460 | $332K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -5.0% | 3,450 | $331K |
| Private Portfolio Partners LLC | 0.06% | New | 3,448 | $330K |
| Windward Private Wealth Management Inc. | 0.13% | Reduce -2.5% | 3,422 | $328K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.3% | 3,418 | $328K |
| RTD Financial Advisors, Inc. | 0.04% | Add +0.1% | 3,386 | $324K |
| Eagle Global Advisors LLC | 0.02% | No change | 3,352 | $321K |
| City State Bank | 0.12% | No change | 3,307 | $317K |
| Legacy Private Trust Co. | 0.02% | No change | 3,285 | $315K |
| Valmark Advisers, Inc. | 0.00% | Reduce -25.6% | 3,284 | $315K |
| First Citizens Asset Management, Inc. | 0.11% | Add +0.4% | 3,269 | $313K |
| Founders Financial Securities LLC | 0.03% | Add +10.1% | 3,260 | $312K |
| Continuum Advisory, LLC | 0.04% | Add +1.9% | 3,334 | $308K |
| MSH Capital Advisors LLC | 0.09% | Add +43.6% | 3,186 | $305K |
| Horizon Investments, LLC | 0.01% | Add +8.5% | 3,196 | $304K |
| Berger Financial Group, Inc | 0.02% | No change | 3,159 | $303K |
| Argent Trust Co | 0.01% | Add +17.7% | 3,151 | $302K |
| FWG Investments, LLC. | 0.26% | Add +20.1% | 3,140 | $301K |
| Eq LLC | 0.15% | Add +28.2% | 3,127 | $300K |
| Global Financial Private Client, LLC | 0.12% | Reduce -3.9% | 3,123 | $299K |
| KPP Advisory Services LLC | 0.07% | Add +25.5% | 3,067 | $294K |
| Principal Financial Group Inc. | 0.00% | New | 3,021 | $289K |
| LongView Wealth Management | 0.09% | Reduce -15.1% | 2,996 | $287K |
| Waters Parkerson & Co., LLC | 0.01% | New | 3,000 | $287K |
| Whittier Trust Co. | 0.00% | No change | 2,981 | $286K |
| Raleigh Capital Management Inc. | 0.11% | Add +40.6% | 2,979 | $285K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.6% | 2,973 | $285K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,967 | $284K |
| NewEdge Wealth, LLC | 0.01% | Reduce -95.3% | 2,945 | $282K |
| Delos Wealth Advisors, LLC | 0.25% | Add +4.3% | 2,938 | $281K |
| Avior Wealth Management, LLC | 0.01% | Add +2.2% | 2,931 | $281K |
| C2C Wealth Management, LLC | 0.26% | Reduce -0.9% | 3,014 | $280K |
| Savvy Advisors, Inc. | 0.06% | Add +4.3% | 2,918 | $280K |
| Empower Advisory Group, LLC | 0.00% | Reduce -4.2% | 2,899 | $278K |
| Moneda S.A. Administradora General de Fondos | 0.23% | Reduce -64.4% | 2,873 | $275K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.8% | 2,858 | $274K |
| Brass Tax Wealth Management, Inc. | 0.06% | New | 2,813 | $270K |
| Lanark Financial, Inc. | 0.02% | Reduce -13.0% | 2,793 | $267K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +2.0% | 2,742 | $263K |
| New Republic Capital, LLC | 0.15% | Reduce -0.4% | 2,711 | $260K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 2,657 | $255K |
| Fiduciary Family Office, LLC | 0.08% | Add +21.0% | 2,638 | $253K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -61.3% | 2,606 | $250K |
| Chesley Taft & Associates LLC | 0.01% | New | 2,571 | $246K |
| Regions Financial Corp. | 0.00% | Add +14.7% | 2,526 | $242K |
| Enterprise Bank & Trust Co | 0.08% | No change | 2,485 | $238K |
| Waterloo Capital, L.P. | 0.03% | New | 2,482 | $238K |
| Fiduciary Alliance LLC | 0.03% | New | 2,481 | $238K |
| Vident Advisory, LLC | 0.01% | Reduce -45.4% | 2,450 | $235K |
| Clearstead Advisors, LLC | 0.00% | Reduce -9.9% | 2,437 | $233K |
| Richardson Financial Services Inc. | 0.15% | Add +9.4% | 2,501 | $230K |
| Algorithmic Investment Models, LLC | 0.17% | New | 2,389 | $229K |
| HBW Advisory Services LLC | 0.03% | Reduce -1.9% | 2,370 | $227K |
| Ignite Planners, LLC | 0.05% | New | 2,358 | $226K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -63.0% | 2,357 | $226K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -4.4% | 2,355 | $226K |
| Rice Partnership, LLC | 0.05% | No change | 2,339 | $224K |
| Chesapeake Wealth Management | 0.08% | Reduce -0.7% | 2,326 | $223K |
| Trust Point Inc. | 0.02% | New | 2,323 | $223K |
| Meridian Wealth Management, LLC | 0.01% | New | 2,318 | $222K |
| Horizon Family Wealth, Inc. | 0.16% | Reduce -45.3% | 2,310 | $221K |
| Lake Street Private Wealth, LLC | 0.04% | Add +0.1% | 2,303 | $221K |
| Intellectus Partners, LLC | 0.06% | No change | 2,282 | $219K |
| Sound Income Strategies, LLC | 0.01% | Add +63.0% | 2,184 | $209K |
| Bulltick Wealth Management, LLC | 0.05% | New | 2,172 | $208K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -74.8% | 2,170 | $208K |
| Calton & Associates, Inc. | 0.08% | New | 2,158 | $207K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -6.5% | 2,155 | $207K |
| Waverly Advisors, LLC | 0.00% | New | 2,152 | $206K |
| Peoples Bank | 0.10% | Reduce -8.2% | 2,118 | $203K |
| Kavar Capital Partners Group, LLC | 0.03% | New | 2,103 | $201K |
| Sterling Wealth Management, Inc. | 0.07% | New | 2,092 | $200K |
| Zions Bancorporation, N.A. | 0.01% | No change | 2,055 | $197K |
| Deutsche Bank AG | 0.00% | No change | 1,906 | $183K |
| Colonial Trust Co / SC | 0.03% | Reduce -1.6% | 1,784 | $171K |
| Aspire Wealth Management Corp | 0.09% | Add +1.0% | 1,781 | $171K |
| Sunbelt Securities, Inc. | 0.02% | Add +32.7% | 1,780 | $171K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.0% | 1,754 | $168K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,750 | $168K |
| Cape Investment Advisory, Inc. | 0.07% | Add +21.1% | 1,736 | $166K |
| Tidemark, LLC | 0.06% | Add +0.1% | 1,575 | $151K |
| Sanctuary Wealth Management, L.L.C. | 0.10% | No change | 1,533 | $147K |
| Signaturefd, LLC | 0.00% | Reduce -13.2% | 1,427 | $137K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,246 | $119K |
| Criterion Capital Advisors, LLC | 0.07% | No change | 1,207 | $111K |
| Phillips Financial Management, LLC | 0.01% | Reduce -12.8% | 1,140 | $109K |
| Hall Laurie J Trustee | 0.03% | No change | 1,100 | $105K |
| Annapolis Financial Services, LLC | 0.03% | No change | 1,076 | $103K |
| Founders Financial Alliance, LLC | 0.03% | Add +8.3% | 1,054 | $101K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -30.3% | 1,078 | $100K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 973 | $93K |
| Larson Financial Group LLC | 0.01% | No change | 959 | $92K |
| Gilliland Jeter Wealth Management LLC | 0.03% | Add +41.9% | 914 | $88K |
| Beacon Capital Management, LLC | 0.01% | Add +4911.1% | 902 | $86K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 870 | $83K |
| Crewe Advisors LLC | 0.01% | Reduce -23.8% | 848 | $81K |
| Headlands Technologies LLC | 0.01% | New | 837 | $80K |
| PSI Advisors, LLC | 0.02% | Add +79.1% | 813 | $78K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.1% | 633 | $72K |
| Wintrust Investments LLC | 0.05% | Reduce -88.1% | 727 | $69K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 707 | $68K |
| Coppell Advisory Solutions LLC | 0.01% | Add +8.2% | 687 | $66K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 669 | $64K |
| AllSquare Wealth Management LLC | 0.04% | No change | 656 | $63K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +0.3% | 654 | $62K |
| Financial Gravity Companies, Inc. | 0.02% | — | 641 | $61K |
| REAP Financial Group, LLC | 0.01% | Reduce -15.1% | 629 | $60K |
| Strengthening Families & Communities, LLC | 0.02% | Add +1.0% | 619 | $59K |
| Independence Bank of Kentucky | 0.01% | No change | 593 | $57K |
| Arlington Trust Co LLC | 0.01% | No change | 570 | $55K |
| Templeton & Phillips Capital Management, LLC | 0.04% | No change | 553 | $53K |
| Element Wealth, LLC | 0.03% | Add +2.3% | 525 | $50K |
| Ransom Advisory, Ltd | 0.02% | No change | 500 | $48K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +2650.0% | 495 | $47K |
| Tsfg, LLC | 0.01% | Reduce -25.9% | 486 | $47K |
| Twin City Private Wealth, LLC | 0.04% | New | 488 | $47K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +254.2% | 464 | $44K |
| CENTRAL TRUST Co | 0.00% | No change | 456 | $44K |
| LGT Financial Advisors LLC | 0.11% | Reduce -50.3% | 454 | $44K |
| Financial Network Wealth Advisors LLC | 0.03% | New | 440 | $42K |
| Fifth Third Bancorp | 0.00% | Reduce -61.6% | 438 | $42K |
| Thompson Investment Management, Inc. | 0.01% | No change | 395 | $38K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 391 | $37K |
| Tucker Asset Management LLC | 0.01% | Reduce -56.2% | 384 | $37K |
| MeadowBrook Investment Advisors LLC | 0.03% | Add +413.5% | 380 | $36K |
| Alaska Wealth Advisors, LLC | 0.01% | Add +0.5% | 375 | $36K |
| Oakworth Capital, Inc. | 0.00% | No change | 375 | $36K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 366 | $35K |
| Rothschild Investment LLC | 0.00% | Add +0.8% | 365 | $35K |
| Flaharty Asset Management, LLC | 0.00% | New | 359 | $34K |
| Godsey & Gibb, Inc. | 0.00% | New | 349 | $33K |
| United Community Bank | 0.01% | Reduce -82.3% | 344 | $33K |
| Abich Financial Wealth Management LLC | 0.07% | Reduce -74.1% | 335 | $32K |
| St. Johns Investment Management Company, LLC | 0.01% | New | 318 | $30K |
| Castleview Partners, LLC | 0.02% | No change | 313 | $30K |
| Hobbs Group Advisors, LLC | 0.01% | Add +115.5% | 278 | $27K |
| Concord Wealth Partners | 0.00% | Reduce -72.7% | 273 | $26K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 271 | $26K |
| Webster Bank, N. A. | 0.00% | No change | 264 | $25K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 270 | $25K |
| MCF Advisors LLC | 0.00% | Reduce -1.1% | 257 | $25K |
| Fortitude Family Office, LLC | 0.01% | New | 250 | $24K |
| Eastern Bank | 0.00% | New | 215 | $21K |
| Lindbrook Capital, LLC | 0.00% | New | 211 | $20K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 200 | $19K |
| Archer Investment Corp | 0.01% | Reduce -84.4% | 198 | $19K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -9.3% | 196 | $19K |
| First Personal Financial Services | 0.00% | No change | 179 | $17K |
| McIlrath & Eck, LLC | 0.00% | Add +5.9% | 179 | $17K |
| TruNorth Capital Management, LLC | 0.00% | New | 150 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 150 | $14K |
| WestEnd Advisors, LLC | 0.00% | Add +85.2% | 150 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | Add +5.5% | 134 | $13K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -39.7% | 132 | $13K |
| American National Bank & Trust | 0.00% | Reduce -85.0% | 124 | $12K |
| Wagner Wealth Management, LLC | 0.00% | New | 123 | $12K |
| Kozak & Associates, Inc. | 0.00% | New | 122 | $12K |
| Breakwater Investment Management | 0.00% | No change | 119 | $11K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 109 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $10K |
| FSA Wealth Management LLC | 0.00% | — | 98 | $9K |
| Abound Wealth Management | 0.00% | New | 95 | $9K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +176.5% | 94 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 93 | $9K |
| Darwin Wealth Management, LLC | 0.00% | New | 92 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 92 | $9K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 85 | $8K |
| Providence Capital Advisors, LLC | 0.00% | New | 83 | $8K |
| Valley National Advisers Inc. | 0.00% | Add +8.2% | 79 | $7K |
| Peterson Financial Group, Inc. | 0.03% | New | 69 | $7K |
| Atlas Capital Advisors Inc. | 0.00% | New | 67 | $6K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -57.2% | 65 | $6K |
| Covestor Ltd | 0.00% | New | 67 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 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% | No change | 60 | $6K |
| Evermay Wealth Management LLC | 0.00% | New | 58 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | New | 57 | $5K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 56 | $5K |
| Bfsg, LLC | 0.00% | No change | 55 | $5K |
| Sandy Spring Bank | 0.00% | Reduce -78.6% | 55 | $5K |
| National Bank of Canada | 0.00% | Reduce -99.9% | 38 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 37 | $4K |
| Richard Bernstein Advisors LLC | 0.00% | No change | 36 | $3K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 34 | $3K |
| Chesapeake Asset Management LLC | 0.00% | New | 34 | $3K |
| Davis Capital Management | 0.00% | New | 32 | $3K |
| Centennial Bank | 0.00% | No change | 32 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +10.7% | 31 | $3K |
| Front Row Advisors LLC | 0.00% | Reduce -78.4% | 30 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2300.0% | 24 | $2K |
| Investors Research Corp | 0.00% | No change | 23 | $2K |
| Bogart Wealth, LLC | 0.00% | Reduce -83.7% | 23 | $2K |
| Pacifica Partners Inc. | 0.00% | Reduce -79.6% | 21 | $2K |
| Barrett & Company, Inc. | 0.00% | Reduce -55.6% | 20 | $2K |
| Asset Dedication, LLC | 0.00% | New | 19 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 19 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | — | 19 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 17 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +100.0% | 16 | $2K |
| North Star Investment Management Corp. | 0.00% | No change | 16 | $2K |
| Caitlin John, LLC | 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 |
| Morton Brown Family Wealth, LLC | 0.00% | New | 13 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.7% | 13 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 10 | $988 |
| Key Financial Inc | 0.00% | No change | 10 | $958 |
| Howe & Rusling Inc. | 0.00% | New | 8 | $767 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 4 | $383 |
| POM Investment Strategies, LLC | 0.00% | New | 2 | $192 |
| Fourpath Capital Management, LLC | 0.00% | New | 1 | $96 |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.