iShares MBS ETFMBBETF
13F holders, Q4 2024 (December 31)927holders +51
78new positions
93sold out
6famous investors
$91.70avg. 13F price*
At the end of Q4 2024, 927 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, up 51 from Q3 2024. 78 opened new positions and 93 sold out. The largest holders were Bank of America Corp. ($7.0B), JPMorgan Chase & Co. ($4.7B) and Envestnet Asset Management Inc. ($2.6B). 6 famous investors held it, including Ken Fisher (0.7% of Fisher Asset Management's portfolio), Ray Dalio (0.6% of Bridgewater Associates'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $288.9M |
| Exits | 93 | $275.8M |
All 13F filers, Q3 2024 → Q4 2024: 41,601,530 shares bought and 10,602,120 shares sold, net +30,999,410 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 927 holders
| Bank of America Corp. | 0.65% | Add +2.5% | 75,986,265 | $7.0B |
| JPMorgan Chase & Co. | 0.38% | Add +49.2% | 51,720,881 | $4.7B |
| Envestnet Asset Management Inc. | 0.85% | Add +4.9% | 28,770,337 | $2.6B |
| LPL Financial LLC | 0.82% | Add +13.9% | 21,858,016 | $2.0B |
| Fisher Asset Management | 0.72% | Add +7.9% | 19,701,940 | $1.8B |
| Ameriprise Financial Inc. | 0.34% | Add +3.8% | 14,523,151 | $1.3B |
| Morgan Stanley | 0.05% | Add +7.4% | 8,535,034 | $782.5M |
| Tiaa Trust, National Association | 1.50% | Add +10.8% | 5,392,178 | $494.4M |
| State of Tennessee, Department of Treasury | 1.61% | Add +45.5% | 4,833,636 | $443.1M |
| Stifel Financial Corp. | 0.37% | Add +10.0% | 3,906,155 | $358.1M |
| Truist Financial Corp. | 0.53% | Reduce -4.6% | 3,701,493 | $339.4M |
| Bank of New York Mellon Corp | 0.06% | Add +7.9% | 3,533,548 | $324.0M |
| Allworth Financial LP | 1.74% | Add +12.0% | 3,439,456 | $315.6M |
| Essential Planning, LLC. | 2.01% | Add +6413.4% | 3,311,529 | $308.5M |
| Envestnet Portfolio Solutions, Inc. | 0.99% | Add +8.7% | 3,286,521 | $301.3M |
| PNC Financial Services Group, Inc. | 0.18% | Add +4.3% | 2,931,127 | $268.7M |
| Wells Fargo & Company | 0.06% | Reduce -1.1% | 2,568,385 | $235.5M |
| BlackRock, Inc. | 0.00% | Add +10.2% | 2,443,568 | $224.0M |
| Rwa Wealth Partners, LLC | 2.71% | Add +2.4% | 2,403,354 | $220.3M |
| Cwm, LLC | 0.90% | Reduce -0.5% | 2,377,610 | $218.0M |
| Sei Investments Co. | 0.24% | Add +7.8% | 2,057,175 | $188.6M |
| Dynasty Wealth Management, LLC | 3.12% | Reduce -17.9% | 1,970,053 | $180.6M |
| MML Investors Services, LLC | 0.62% | Add +18.0% | 1,953,940 | $179.1M |
| Quotient Wealth Partners, LLC | 5.77% | Add +3.5% | 1,923,148 | $176.3M |
| Royal Bank of Canada | 0.03% | Reduce -3.3% | 1,759,512 | $161.3M |
| UBS Group AG | 0.04% | Add +2.6% | 1,759,343 | $161.3M |
| OneDigital Investment Advisors LLC | 1.79% | Add +2.5% | 1,684,673 | $154.5M |
| Park Avenue Securities LLC | 1.53% | Add +9.9% | 1,619,778 | $148.5M |
| Cetera Investment Advisers | 0.30% | Add +4.8% | 1,585,607 | $145.4M |
| Composition Wealth, LLC | 2.92% | Add +6.2% | 1,570,328 | $144.0M |
| Janney Montgomery Scott LLC | 0.38% | Add +0.4% | 1,490,429 | $136.6M |
| United Capital Financial Advisors, LLC | 1.15% | Reduce -0.5% | 1,488,518 | $136.5M |
| Bridgewater Associates | 0.60% | Add +1.3% | 1,434,700 | $131.5M |
| Hancock Whitney Corp. | 3.91% | Reduce -1.1% | 1,346,244 | $123.4M |
| Midland Wealth Advisors, LLC | 7.37% | Reduce -0.3% | 1,334,924 | $122.4M |
| Money Design Co.,Ltd. | 6.24% | Add +4.9% | 1,325,199 | $121.6M |
| Raymond James Financial Inc. | 0.04% | — | 1,258,410 | $115.4M |
| Blue Trust, Inc. | 1.47% | Reduce -4.5% | 1,251,908 | $114.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +4.0% | 1,138,013 | $104.3M |
| Bank of Montreal | 0.05% | Add +7.6% | 1,121,359 | $102.8M |
| Asset Management One Co., Ltd. | 0.30% | Reduce -2.5% | 957,684 | $87.6M |
| Merit Financial Group, LLC | 1.50% | Add +10.7% | 910,780 | $83.5M |
| Assetmark, Inc. | 0.22% | Reduce -0.4% | 883,971 | $81.0M |
| Bessemer Group Inc. | 0.12% | Reduce -16.1% | 833,945 | $76.5M |
| NorthCoast Asset Management LLC | 0.36% | Reduce -2.2% | 798,933 | $73.3M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -6.5% | 695,650 | $64.4M |
| NewEdge Advisors, LLC | 0.38% | Add +25.3% | 686,274 | $62.9M |
| Alliancebernstein L.P. | 0.02% | Add +15.5% | 675,816 | $62.0M |
| Avidian Wealth Enterprises, LLC | 2.76% | Add +3.7% | 670,014 | $61.4M |
| Sensible Financial Planning & Management, LLC. | 12.73% | Add +0.2% | 669,913 | $61.4M |
| Evoke Wealth, LLC | 1.69% | Add +2.9% | 661,944 | $60.7M |
| Nottingham Advisors, Inc. | 7.30% | Reduce -2.9% | 627,634 | $57.5M |
| Commonwealth Equity Services, LLC | 0.08% | Add +2.8% | 603,040 | $55.3M |
| State of Michigan Retirement System | 0.29% | No change | 600,000 | $55.0M |
| CIBC Asset Management Inc | 0.17% | Reduce -1.6% | 566,286 | $51.9M |
| Rockland Trust Co. | 2.62% | Add +0.1% | 562,493 | $51.6M |
| CW Advisors, LLC | 0.70% | Add +838.6% | 558,802 | $51.2M |
| State of New Jersey Common Pension Fund D | 0.20% | New | 550,000 | $50.4M |
| Constellation Investments, Inc. | 2.29% | — | 548,000 | $50.2M |
| Willis Johnson & Associates, Inc. | 3.74% | Add +4.5% | 531,254 | $48.7M |
| US Bancorp \de | 0.06% | Reduce -2.2% | 530,243 | $48.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.12% | Add +3.7% | 521,606 | $47.8M |
| Mill Creek Capital Advisors, LLC | 1.12% | Add +0.6% | 506,988 | $46.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Reduce -4.6% | 500,782 | $46.0M |
| Korea Investment CORP | 0.11% | No change | 500,000 | $45.8M |
| SkyView Investment Advisors, LLC | 7.00% | Add +4.5% | 469,280 | $43.8M |
| Osaic Holdings, Inc. | 0.10% | Reduce -24.6% | 469,832 | $43.1M |
| Johns Hopkins University | 1.61% | New | 466,020 | $42.7M |
| Allianz Asset Management GmbH | 0.06% | Reduce -23.6% | 463,700 | $42.5M |
| Lutz Financial Services LLC | 3.37% | Add +10.3% | 455,033 | $41.7M |
| Northern Trust Corp. | 0.01% | New | 427,214 | $39.2M |
| AE Wealth Management LLC | 0.33% | Add +28.5% | 425,425 | $39.0M |
| FMR LLC | 0.00% | Reduce -56.4% | 421,699 | $38.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.09% | Add +122.5% | 419,846 | $38.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.50% | Add +6.5% | 410,733 | $37.7M |
| Corient Private Wealth LP | 0.06% | Add +25.1% | 405,903 | $37.2M |
| Brookstone Capital Management | 0.54% | Reduce -24.0% | 401,514 | $36.8M |
| Capital Investment Advisors, LLC | 0.74% | Reduce -4.6% | 397,945 | $36.5M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -2.4% | 397,496 | $36.4M |
| Strategic Wealth Partners, Ltd. | 3.00% | Add +0.2% | 393,696 | $36.2M |
| Conning Inc. | 1.31% | No change | 387,672 | $35.5M |
| JB Capital LLC | 1.91% | Add +10.8% | 371,962 | $34.1M |
| Foundations Investment Advisors, LLC | 0.66% | Add +16.2% | 370,039 | $33.9M |
| Talon Private Wealth, LLC | 6.95% | Reduce -25.2% | 362,695 | $33.3M |
| Hilton Capital Management, LLC | 2.78% | Reduce -62.1% | 350,597 | $32.1M |
| Sanctuary Advisors, LLC | 0.20% | Add +4.3% | 346,492 | $32.0M |
| Manning & Napier Advisors LLC | 0.36% | Reduce -8.7% | 347,204 | $31.8M |
| Atria Wealth Solutions, Inc. | 0.35% | Add +10.6% | 344,878 | $31.6M |
| Zurich Insurance Group Ltd | 0.25% | No change | 338,060 | $31.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -74.2% | 335,240 | $30.7M |
| CreativeOne Wealth, LLC | 0.93% | Add +6.4% | 332,288 | $30.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +114.9% | 318,157 | $29.2M |
| Bangor Savings Bank | 2.72% | Add +9.5% | 316,189 | $29.0M |
| West Coast Financial LLC | 3.13% | Add +8.3% | 309,975 | $28.4M |
| St Germain D J Co. Inc. | 1.28% | Add +2.0% | 307,008 | $28.1M |
| Concourse Financial Group Securities, Inc. | 1.58% | Add +14.6% | 303,740 | $27.9M |
| Franklin Resources Inc. | 0.01% | Add +1.9% | 302,201 | $27.7M |
| Confluence Investment Management LLC | 0.37% | Add +54.7% | 293,979 | $27.0M |
| Insight Wealth Strategies, LLC | 3.60% | Add +8.7% | 293,125 | $26.9M |
| Clearwater Capital Advisors, LLC | 2.59% | Add +9.6% | 288,541 | $26.5M |
| Acorns Advisers, LLC | 0.26% | Add +6.8% | 288,507 | $26.4M |
| Cabot Wealth Management Inc. | 3.26% | Add +0.1% | 280,343 | $25.7M |
| Modera Wealth Management, LLC | 0.31% | Add +22.0% | 275,859 | $25.3M |
| Kestra Investment Management, LLC | 0.98% | Add +8.6% | 270,756 | $24.8M |
| Citadel Advisors | 0.02% | Add +153.8% | 266,353 | $24.4M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -6.2% | 266,129 | $24.4M |
| Integrity Alliance, Llc. | 2.61% | — | 262,604 | $24.1M |
| Kingsview Wealth Management, LLC | 0.46% | Add +70.4% | 257,553 | $23.6M |
| Baird Financial Group, Inc. | 0.04% | Add +162.1% | 253,102 | $23.2M |
| Advocacy Wealth Management, LLC | 1.71% | Add +8.5% | 245,350 | $22.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | New | 243,000 | $22.2M |
| Arvest Investments, Inc. | 3.51% | Reduce -1.1% | 239,714 | $22.0M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +4.6% | 238,578 | $21.9M |
| Galvin, Gaustad & Stein, LLC | 1.98% | Add +0.1% | 237,670 | $21.8M |
| Horst & Graben Wealth Management LLC | 3.84% | Add +3.8% | 235,390 | $21.6M |
| Meridian Wealth Partners, LLC | 3.20% | Add +2.9% | 230,320 | $21.1M |
| Integrated Wealth Concepts LLC | 0.24% | Add +11.4% | 227,244 | $20.8M |
| Sage Advisory Services, Ltd.Co. | 11.95% | Reduce -26.1% | 219,688 | $20.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -4.3% | 217,461 | $19.9M |
| Northside Capital Management, LLC | 5.28% | Add +0.5% | 216,466 | $19.8M |
| Private Advisor Group, LLC | 0.11% | Add +25.6% | 215,703 | $19.8M |
| Eagle Ridge Investment Management | 1.70% | Reduce -2.8% | 212,035 | $19.4M |
| RKL Wealth Management LLC | 1.72% | Reduce -0.5% | 210,859 | $19.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +35.8% | 207,197 | $19.0M |
| Keybank National Association | 0.07% | Reduce -4.7% | 203,610 | $18.7M |
| Dakota Wealth Management | 0.42% | Add +17.5% | 201,003 | $18.4M |
| Castleark Management LLC | 0.63% | New | 196,905 | $18.1M |
| Sharkey, Howes & Javer | 2.52% | Add +3.6% | 195,431 | $17.9M |
| Federated Hermes, Inc. | 0.04% | Reduce -4.7% | 195,335 | $17.9M |
| Mariner, LLC | 0.03% | Add +7.7% | 192,781 | $17.7M |
| CFS Investment Advisory Services, LLC | 1.56% | Reduce -48.4% | 190,091 | $17.4M |
| Marshall Wace, LLP | 0.02% | Add +18.8% | 189,300 | $17.4M |
| Avantax Advisory Services, Inc. | 0.11% | Add +4.9% | 187,049 | $17.1M |
| Johnson Financial Group, Inc. | 0.80% | Reduce -35.5% | 184,128 | $17.0M |
| Penserra Capital Management LLC | 0.31% | Reduce -4.7% | 183,579 | $16.8M |
| Pallas Capital Advisors LLC | 0.71% | Add +3248.9% | 181,011 | $16.6M |
| SteelPeak Wealth, LLC | 0.68% | Add +25.2% | 177,461 | $16.3M |
| Kestra Advisory Services, LLC | 0.09% | Add +18.2% | 176,542 | $16.2M |
| Perigon Wealth Management, LLC | 0.40% | Add +16.1% | 175,631 | $16.1M |
| Austin Private Wealth, LLC | 1.51% | Add +10.8% | 175,278 | $16.1M |
| Atria Investments, Inc | 0.20% | Reduce -7.0% | 174,770 | $16.0M |
| High Falls Advisors, Inc | 3.69% | Add +2.6% | 173,743 | $15.9M |
| NewSquare Capital LLC | 1.26% | Reduce -0.8% | 171,599 | $15.7M |
| FDx Advisors, Inc. | 4.45% | Reduce -2.5% | 165,828 | $15.2M |
| Resona Asset Management Co.,Ltd. | 0.09% | Reduce -41.0% | 164,367 | $15.1M |
| Leavell Investment Management, Inc. | 0.74% | Add +45.5% | 164,280 | $15.1M |
| Creative Planning | 0.01% | Reduce -5.7% | 163,831 | $15.0M |
| MAI Capital Management | 0.11% | New | 162,822 | $14.9M |
| Kelman-Lazarov, Inc. | 2.63% | Add +12.5% | 159,356 | $14.6M |
| Farther Finance Advisors, LLC | 0.53% | Add +10.7% | 158,857 | $14.6M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -1.6% | 159,303 | $14.5M |
| TCW Group Inc. | 0.12% | Add +0.2% | 157,047 | $14.4M |
| Global Retirement Partners, LLC | 0.41% | Add +11.8% | 155,925 | $14.3M |
| Parnassus Investments, LLC | 0.03% | Reduce -33.4% | 155,000 | $14.2M |
| Tandem Wealth Advisors LLC | 7.15% | Add +10.5% | 152,867 | $14.0M |
| Independent Advisor Alliance | 0.18% | New | 151,619 | $13.9M |
| Hilltop Holdings Inc. | 0.87% | Reduce -22.6% | 150,852 | $13.8M |
| Invst, LLC | 1.64% | Add +16.6% | 146,829 | $13.5M |
| Lifeworks Advisors, LLC | 2.41% | Add +13.8% | 145,793 | $13.4M |
| Stratos Wealth Advisors, LLC | 0.63% | Add +13.7% | 142,993 | $13.1M |
| Parkside Investments, LLC | 1.97% | Add +2.9% | 142,986 | $13.1M |
| Icon Wealth Advisors, LLC | 1.06% | Add +3.3% | 140,644 | $12.9M |
| Boltwood Capital Management | 3.83% | Add +2.5% | 137,122 | $12.6M |
| Modern Wealth Management, LLC | 0.47% | Add +222.7% | 136,323 | $12.5M |
| Manufacturers Life Insurance Company, The | 0.01% | New | 135,227 | $12.4M |
| Baker Avenue Asset Management, LP | 0.37% | Add +3.8% | 129,958 | $11.9M |
| Spectrum Investment Advisors, Inc. | 7.93% | Add +1.2% | 129,657 | $11.9M |
| Financial Advocates Investment Management | 0.67% | Add +27.4% | 128,934 | $11.8M |
| Leuthold Group, LLC | 1.40% | Reduce -2.2% | 127,287 | $11.7M |
| Vise Technologies, Inc. | 0.97% | Add +3.8% | 126,919 | $11.6M |
| Pictet North America Advisors SA | 1.10% | New | 126,186 | $11.6M |
| Connable Office Inc. | 1.19% | New | 125,110 | $11.5M |
| Comerica Bank | 0.05% | Add +13.5% | 124,063 | $11.4M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Add +5.1% | 123,495 | $11.3M |
| Farmers & Merchants Investments Inc. | 0.35% | Add +14.1% | 121,291 | $11.1M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -34.4% | 117,847 | $10.8M |
| Orion Portfolio Solutions, LLC | 0.11% | Reduce -34.4% | 117,847 | $10.8M |
| Tortoise Investment Management, LLC | 1.13% | Reduce -15.3% | 116,649 | $10.7M |
| One Wealth Advisors, LLC | 1.57% | Add +7.5% | 115,587 | $10.6M |
| Loomis Sayles & Co. L P | 0.01% | Add +2701.2% | 113,979 | $10.4M |
| EverSource Wealth Advisors, LLC | 0.59% | Reduce -2.9% | 113,680 | $10.4M |
| Principal Securities, Inc. | 0.23% | Reduce -0.7% | 113,057 | $10.4M |
| Natixis Advisors, LLC | 0.02% | New | 112,829 | $10.3M |
| Kelly Financial Services LLC | 3.71% | Add +7.8% | 112,249 | $10.3M |
| Cornerstone Management, Inc. | 1.99% | Add +8.4% | 111,884 | $10.3M |
| Stone House Investment Management, LLC | 2.61% | Reduce -15.0% | 111,874 | $10.3M |
| Security Financial Services, INC. | 2.09% | Add +3.4% | 111,854 | $10.3M |
| Checchi Capital Advisers, LLC | 0.75% | Reduce -66.5% | 110,045 | $10.1M |
| Shelter Mutual Insurance Co | 2.51% | No change | 109,870 | $10.1M |
| Trek Financial, LLC | 0.75% | Reduce -22.1% | 109,620 | $10.0M |
| WBH Advisory Inc. | 0.91% | Add +14.7% | 107,340 | $9.8M |
| Altfest L J & Co. Inc. | 1.25% | Reduce -4.7% | 106,881 | $9.8M |
| Beacon Bridge Wealth Partners, LLC | 4.15% | Reduce -14.6% | 106,485 | $9.8M |
| Hudson Capital Management LLC | 3.05% | Add +106.4% | 103,377 | $9.5M |
| Theory Financial LLC | 3.96% | Add +4.9% | 103,203 | $9.5M |
| Bernardo Wealth Planning LLC | 2.23% | Add +38.8% | 103,027 | $9.3M |
| Cim, LLC | 1.33% | Add +2.0% | 101,627 | $9.3M |
| Community Trust & Investment Co. | 0.57% | Add +0.3% | 100,575 | $9.2M |
| TSA Wealth Managment LLC | 3.69% | Add +2.7% | 99,000 | $9.1M |
| Rehmann Capital Advisory Group | 0.57% | Reduce -3.5% | 98,278 | $9.0M |
| Wooster Corthell Wealth Management, Inc. | 1.94% | Add +8.3% | 97,387 | $8.9M |
| CI Investments Inc. | 0.03% | Add +1.6% | 96,457 | $8.8M |
| Guggenheim Capital LLC | 0.07% | Reduce -18.7% | 95,523 | $8.8M |
| Anchor Capital Advisors LLC | 0.25% | Reduce -3.0% | 94,018 | $8.6M |
| Voya Financial Advisors, Inc. | 0.94% | Add +6.9% | 93,712 | $8.6M |
| Ascent Group, LLC | 0.64% | Add +4.3% | 93,597 | $8.6M |
| Allstate Corp. | 0.25% | New | 92,553 | $8.5M |
| Rothschild Wealth LLC | 2.46% | Add +4359.1% | 91,723 | $8.4M |
| Compound Planning, Inc. | 0.42% | Add +77.5% | 91,403 | $8.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.68% | Add +22.8% | 91,267 | $8.4M |
| First Trust Advisors LP | 0.01% | Add +3.6% | 90,089 | $8.3M |
| TD Asset Management Inc | 0.01% | No change | 90,000 | $8.3M |
| Betterment LLC | 0.02% | Add +5.5% | 89,700 | $8.2M |
| Blankinship & Foster, LLC | 2.01% | Reduce -3.1% | 88,958 | $8.2M |
| McKinley Carter Wealth Services, Inc. | 0.49% | Add +6.1% | 87,702 | $8.0M |
| Triad Wealth Partners, LLC | 2.89% | Add +74.1% | 87,157 | $8.0M |
| Cary Street Partners Financial LLC | 0.26% | — | 87,150 | $8.0M |
| Edge Wealth Management LLC | 1.61% | Add +9.4% | 86,507 | $7.9M |
| Harbour Investments, Inc. | 0.23% | Add +3.9% | 85,628 | $7.9M |
| PAX Financial Group, LLC | 1.40% | Reduce -2.7% | 85,461 | $7.8M |
| Geneos Wealth Management Inc. | 0.27% | Add +1.4% | 85,316 | $7.8M |
| Proficio Capital Partners LLC | 0.63% | Add +54.0% | 84,964 | $7.8M |
| Regal Investment Advisors LLC | 0.58% | Add +16.3% | 84,802 | $7.8M |
| Westover Capital Advisors, LLC | 1.70% | Reduce -56.0% | 84,475 | $7.7M |
| Meiji Yasuda Asset Management Co Ltd. | 0.29% | Reduce -2.8% | 83,971 | $7.7M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +55.9% | 83,484 | $7.7M |
| Anfield Capital Management, LLC | 2.76% | Add +2.9% | 83,097 | $7.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -89.5% | 82,990 | $7.6M |
| Park Avenue Institutional Advisers LLC | 54.06% | Reduce -60.4% | 82,790 | $7.6M |
| Voisard Asset Management Group, Inc. | 2.52% | Add +2221.2% | 82,102 | $7.5M |
| West Family Investments, Inc. | 2.59% | Add +0.5% | 81,058 | $7.4M |
| Vertex Planning Partners, LLC | 1.62% | Add +661.1% | 79,882 | $7.3M |
| Alternative Investment Advisors, LLC. | 3.77% | Reduce -2.0% | 78,852 | $7.2M |
| FFG Retirement Advisors LLC | 4.70% | Reduce -6.6% | 78,530 | $7.2M |
| Pacific Sage Partners, LLC | 1.63% | Add +2.5% | 77,959 | $7.1M |
| Journey Strategic Wealth LLC | 0.26% | Add +7.1% | 75,803 | $6.9M |
| SIMA Wealth Partners, LLC | 5.91% | Add +11.3% | 75,782 | $6.9M |
| LVW Advisors, LLC | 0.85% | Add +0.7% | 75,579 | $6.9M |
| Manhattan West Asset Management, LLC | 1.87% | Add +21.6% | 75,534 | $6.9M |
| IFG Advisory, LLC | 0.39% | Add +22.6% | 74,981 | $6.9M |
| Choreo, LLC | 0.10% | Add +6.1% | 73,354 | $6.7M |
| Winthrop Capital Management, LLC | 1.78% | New | 73,084 | $6.7M |
| Equitable Holdings, Inc. | 0.06% | Add +10.9% | 72,779 | $6.7M |
| Lincoln Capital Corp. | 2.74% | Reduce -0.1% | 72,569 | $6.7M |
| Optas, LLC | 1.43% | Reduce -1.6% | 72,492 | $6.6M |
| Forefront Analytics, LLC | 3.09% | Add +21.4% | 72,363 | $6.6M |
| AAFMAA Wealth Management & Trust LLC | 2.87% | Add +6.9% | 71,534 | $6.6M |
| Bailard, Inc. | 0.17% | Add +1.7% | 71,330 | $6.5M |
| Bay Harbor Wealth Management, LLC | 2.12% | Add +4.7% | 71,216 | $6.5M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -12.1% | 70,752 | $6.5M |
| Keystone Financial Services | 2.46% | Add +1.5% | 69,980 | $6.4M |
| Summit X, LLC | 1.42% | No change | 69,801 | $6.4M |
| Snider Financial Group | 1.98% | Add +0.1% | 69,676 | $6.4M |
| Scarborough Advisors, LLC | 0.90% | Add +4.5% | 69,109 | $6.3M |
| Shared Vision Wealth Group LLC | 3.28% | Add +4.6% | 67,966 | $6.2M |
| Parkside Advisors LLC | 1.47% | Reduce -1.9% | 67,930 | $6.2M |
| Spectrum Wealth Counsel, LLC | 0.73% | Add +9.4% | 67,510 | $6.2M |
| World Investment Advisors | 0.17% | Reduce -39.4% | 67,413 | $6.2M |
| Smith Salley Wealth Management | 0.40% | Add +58.8% | 67,163 | $6.2M |
| Capital International Investors | 0.00% | Add +180.8% | 66,467 | $6.1M |
| Legacy Financial Group LLC | 0.97% | Add +12.0% | 65,356 | $6.0M |
| WCG Wealth Advisors LLC | 0.40% | Add +4.0% | 65,259 | $6.0M |
| Wealth Alliance, LLC | 0.71% | Add +13.0% | 64,566 | $5.9M |
| Impact Partnership Wealth, LLC | 1.19% | Reduce -19.5% | 64,282 | $5.9M |
| SigFig Wealth Management, LLC | 0.21% | Add +6.3% | 63,936 | $5.9M |
| Ancora Advisors LLC | 0.13% | Add +17.2% | 62,426 | $5.7M |
| Cobblestone Asset Management LLC | 3.70% | Add +1.9% | 61,925 | $5.7M |
| Beacon Financial Group | 0.61% | Add +17.9% | 61,375 | $5.6M |
| Signal Advisors Wealth, LLC | 0.63% | Add +56.2% | 60,778 | $5.6M |
| Advisory Services Network, LLC | 0.10% | Add +1.1% | 60,339 | $5.5M |
| Fort Point Capital Partners LLC | 0.60% | Add +4.2% | 57,996 | $5.3M |
| Captrust Financial Advisors | 0.02% | Add +16.1% | 57,864 | $5.3M |
| Endurance Services Ltd | 0.88% | No change | 57,544 | $5.3M |
| Lindenwold Advisors, INC | 2.80% | Add +4.2% | 57,200 | $5.2M |
| Prudential Financial Inc. | 0.01% | Reduce -78.7% | 56,873 | $5.2M |
| Liberty Wealth Management LLC | 0.86% | Add +0.7% | 56,774 | $5.2M |
| True Vision MN LLC | 3.03% | Add +6.2% | 55,734 | $5.1M |
| Pettinga Financial Advisors LLC | 1.16% | Add +16.7% | 55,726 | $5.1M |
| First American Trust, FSB | 0.51% | Add +10.1% | 55,544 | $5.1M |
| Northwest Capital Management Inc | 2.17% | Reduce -3.2% | 55,154 | $5.1M |
| Capital Analysts, LLC | 0.20% | Add +8.8% | 54,860 | $5.0M |
| Courier Capital LLC | 0.35% | Add +782.7% | 54,683 | $5.0M |
| Advus Financial Partners, LLC | 1.39% | Add +6.0% | 53,755 | $4.9M |
| Focus Partners Wealth | 0.01% | New | 53,339 | $4.9M |
| Buttonwood Financial Group, LLC | 2.71% | Add +6.4% | 53,329 | $4.9M |
| Boyd Watterson Asset Management LLC | 1.37% | Reduce -4.5% | 53,170 | $4.9M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +8.0% | 52,163 | $4.8M |
| Dohj, LLC | 1.09% | Reduce -2.9% | 51,611 | $4.7M |
| Trajan Wealth LLC | 0.26% | Add +8.8% | 51,439 | $4.7M |
| Cypress Wealth Services, LLC | 0.94% | Add +9.7% | 51,100 | $4.7M |
| &partners | 0.06% | Add +20.1% | 51,133 | $4.7M |
| Belpointe Asset Management LLC | 0.28% | Reduce -0.4% | 48,610 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.3% | 50,196 | $4.6M |
| Rational Advisors, Inc. | 0.47% | Reduce -2.3% | 50,114 | $4.6M |
| Pathstone Holdings, LLC | 0.02% | Reduce -75.9% | 49,587 | $4.5M |
| Columbus Macro, LLC | 0.63% | Add +6.6% | 49,457 | $4.5M |
| Cerity Partners LLC | 0.01% | Add +21.1% | 47,298 | $4.3M |
| HTLF Bank | 0.48% | Add +27.8% | 46,340 | $4.2M |
| Graypoint LLC | 0.26% | Add +1.4% | 46,245 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Reduce -46.2% | 46,071 | $4.2M |
| Foster & Motley Inc. | 0.27% | Add +79.7% | 45,800 | $4.2M |
| Riggs Asset Managment Co. Inc. | 1.11% | Reduce -0.1% | 45,395 | $4.2M |
| Proffitt & Goodson Inc. | 0.69% | Add +12.5% | 45,094 | $4.1M |
| Ashton Thomas Securities, LLC | 1.13% | Reduce -1.1% | 44,818 | $4.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -2.0% | 44,779 | $4.1M |
| Focus Financial Network, Inc. | 0.16% | Add +7.3% | 44,239 | $4.1M |
| Municipal Employees' Retirement System of Michigan | 0.06% | Reduce -45.1% | 43,971 | $4.0M |
| Mayflower Financial Advisors, LLC | 0.60% | Add +12.2% | 43,869 | $4.0M |
| Sovran Advisors, LLC | 0.56% | — | 43,821 | $4.0M |
| Kickstand Ventures, Llc. | 1.00% | Add +11.7% | 42,641 | $3.9M |
| Sunesis Advisors, LLC | 2.37% | Add +27.3% | 42,504 | $3.9M |
| WealthShield Partners, LLC | 0.55% | Add +7.3% | 42,393 | $3.9M |
| Semmax Financial Advisors Inc. | 1.04% | Add +4.2% | 42,179 | $3.9M |
| Jane Street Group, LLC | 0.01% | Reduce -93.5% | 42,347 | $3.9M |
| Inspire Advisors, LLC | 0.47% | Add +3.7% | 42,216 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.15% | New | 41,951 | $3.8M |
| Jmac Enterprises LLC | 0.60% | Add +10.7% | 41,812 | $3.8M |
| Csenge Advisory Group | 0.20% | Add +7.6% | 40,244 | $3.7M |
| Apeiron RIA LLC | 1.00% | Add +0.8% | 39,034 | $3.6M |
| Mutual Advisors, LLC | 0.10% | Reduce -4.5% | 38,770 | $3.6M |
| James Investment Research, Inc. | 0.42% | Reduce -6.7% | 38,568 | $3.5M |
| Client 1ST Advisory Group, LLC | 1.36% | Add +26.9% | 38,499 | $3.5M |
| Townsquare Capital LLC | 0.04% | Add +5.8% | 38,027 | $3.5M |
| Spectrum Planning & Advisory Services Inc. | 3.01% | Add +61.9% | 37,836 | $3.5M |
| Atlatl Advisers LLC | 2.00% | — | 37,132 | $3.4M |
| Swmg, LLC | 1.35% | Add +5.3% | 36,795 | $3.4M |
| Tritonpoint Wealth, LLC | 0.30% | Reduce -2.6% | 36,090 | $3.3M |
| First Horizon Advisors, Inc. | 0.09% | Reduce -4.2% | 35,985 | $3.3M |
| Centurion Wealth Management LLC | 1.03% | Reduce -17.9% | 35,758 | $3.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +500.3% | 35,629 | $3.3M |
| Snowden Capital Advisors LLC | 0.10% | Add +0.3% | 35,537 | $3.3M |
| Integrated Advisors Network LLC | 0.16% | Add +0.6% | 35,537 | $3.3M |
| IHT Wealth Management, LLC | 0.10% | Reduce -46.7% | 35,237 | $3.2M |
| Synergy Investment Management, LLC | 1.39% | — | 35,132 | $3.2M |
| Private Trust Co. NA | 0.33% | Reduce -8.4% | 35,030 | $3.2M |
| Sachetta, LLC | 1.24% | Add +8.5% | 34,311 | $3.1M |
| Citizens & Northern Corp. | 0.85% | Reduce -0.9% | 33,681 | $3.1M |
| Oarsman Capital, Inc. | 0.53% | Add +5.7% | 33,426 | $3.1M |
| Tradition Wealth Management, LLC | 0.26% | Add +1.1% | 31,899 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -2.3% | 31,819 | $2.9M |
| Apollon Wealth Management, LLC | 0.07% | Add +14.8% | 31,738 | $2.9M |
| Mosley Wealth Management | 1.80% | Add +11.8% | 31,554 | $2.9M |
| Diversify Advisory Services, LLC | 0.16% | Reduce -12.6% | 31,756 | $2.9M |
| Sierra Capital LLC | 0.34% | Add +3.3% | 31,337 | $2.9M |
| Maripau Wealth Management LLC | 1.70% | Add +7.4% | 31,328 | $2.9M |
| Sheets Smith Wealth Management | 0.35% | Reduce -0.9% | 31,087 | $2.9M |
| Hoxton Planning & Management, LLC | 1.08% | Add +4.7% | 30,852 | $2.8M |
| Quattro Financial Advisors LLC | 0.72% | Reduce -0.2% | 30,537 | $2.8M |
| DecisionMap Wealth Management, LLC | 2.21% | — | 30,480 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +26.1% | 30,439 | $2.8M |
| Exchange Traded Concepts, LLC | 0.06% | Add +455.0% | 30,080 | $2.8M |
| Van Hulzen Asset Management, LLC | 0.20% | Add +2.1% | 30,003 | $2.8M |
| My Legacy Advisors, LLC | 1.07% | Add +5.0% | 30,080 | $2.7M |
| 5T Wealth, LLC | 1.51% | — | 29,981 | $2.7M |
| Cobblestone Capital Advisors LLC | 0.15% | Add +20.7% | 29,807 | $2.7M |
| Centennial Wealth Advisory LLC | 1.07% | Reduce -18.2% | 29,644 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.4% | 29,380 | $2.7M |
| Tme Financial, Inc. | 2.49% | — | 27,829 | $2.7M |
| ShoreHaven Wealth Partners, LLC | 1.25% | Add +3.6% | 28,898 | $2.6M |
| Benjamin Edwards Inc. | 0.04% | Reduce -48.7% | 28,804 | $2.6M |
| One Wealth Capital Management, LLC | 1.33% | — | 28,566 | $2.6M |
| Haverford Trust Co | 0.03% | Reduce -18.3% | 27,943 | $2.6M |
| Jacobi Capital Management LLC | 0.19% | Add +5.1% | 27,433 | $2.5M |
| Aptus Capital Advisors, LLC | 0.03% | Add +365.0% | 27,082 | $2.5M |
| Elevation Point Wealth Partners, LLC | 0.20% | Reduce -2.5% | 26,531 | $2.4M |
| IFP Advisors, Inc | 0.08% | Add +17.6% | 26,403 | $2.4M |
| Hart & Patterson Financial Group LLC | 1.17% | Reduce -0.1% | 26,204 | $2.4M |
| Watershed Private Wealth LLC | 0.94% | Add +8.8% | 26,190 | $2.4M |
| Braun-Bostich & Associates Inc. | 1.73% | Reduce -9.2% | 26,134 | $2.4M |
| M&T Bank Corp | 0.01% | Reduce -19.9% | 25,807 | $2.4M |
| Brown Advisory Inc. | 0.00% | Reduce -26.4% | 25,627 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -27.7% | 25,605 | $2.3M |
| Barnes Wealth Management Group, Inc | 1.57% | — | 25,578 | $2.3M |
| ArborFi Advisors, LLC | 2.35% | — | 25,571 | $2.3M |
| Copperleaf Capital, LLC | 1.45% | Reduce -9.4% | 24,975 | $2.3M |
| Invesco Ltd. | 0.00% | Reduce -63.2% | 24,936 | $2.3M |
| Washington Trust Bank | 0.22% | No change | 24,860 | $2.3M |
| Peninsula Wealth, LLC | 0.39% | Reduce -16.4% | 24,834 | $2.3M |
| DB Fitzpatrick & Co, Inc | 2.08% | Add +25.6% | 24,729 | $2.3M |
| Park Place Capital Corp | 0.63% | Reduce -8.3% | 24,704 | $2.3M |
| D L Carlson Investment Group Inc. | 0.40% | Add +1.9% | 24,691 | $2.3M |
| Verus Capital Partners, LLC | 0.21% | Reduce -12.4% | 24,120 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +10.7% | 23,895 | $2.2M |
| Arkadios Wealth Advisors | 0.12% | Reduce -4.0% | 23,461 | $2.2M |
| Kilter Group LLC | 1.39% | — | 23,334 | $2.1M |
| Parallel Advisors, LLC | 0.05% | Add +9.5% | 23,117 | $2.1M |
| Creative Financial Designs Inc. | 0.17% | Reduce -2.7% | 23,118 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Add +15.0% | 22,562 | $2.1M |
| ORG Partners LLC | 0.28% | Reduce -1.2% | 22,295 | $2.0M |
| MA Private Wealth | 0.38% | Add +9.6% | 22,138 | $2.0M |
| Endeavor Private Wealth, Inc. | 1.92% | — | 22,084 | $2.0M |
| UNIVEST FINANCIAL Corp | 0.13% | Add +10.1% | 22,029 | $2.0M |
| Quadrant Private Wealth Management, LLC | 0.49% | Add +11.9% | 21,853 | $2.0M |
| Renasant Bank | 1.29% | Reduce -11.9% | 21,645 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Add +5.7% | 21,448 | $2.0M |
| Strategy Asset Managers LLC | 0.37% | Add +1.1% | 21,087 | $1.9M |
| RDA Financial Network | 0.56% | Add +47.4% | 21,082 | $1.9M |
| Coldstream Capital Management Inc. | 0.04% | Add +81.8% | 20,889 | $1.9M |
| Lifelong Wealth Advisors, Inc. | 0.86% | — | 20,756 | $1.9M |
| RHS Financial, LLC | 0.97% | Add +18.9% | 20,492 | $1.9M |
| Lodestar Private Asset Management LLC | 0.23% | Reduce -1.4% | 20,409 | $1.9M |
| Lido Advisors, LLC | 0.01% | Reduce -4.7% | 20,295 | $1.9M |
| Strategic Blueprint, LLC | 0.11% | Add +8.2% | 20,239 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -29.1% | 20,130 | $1.8M |
| Stephens Inc. | 0.03% | Add +110.4% | 20,077 | $1.8M |
| Procyon Advisors, LLC | 0.12% | New | 20,015 | $1.8M |
| DMC Group, LLC | 1.48% | Add +4.3% | 19,896 | $1.8M |
| MIdWestOne Financial Group, Inc. | 0.26% | Reduce -3.4% | 19,882 | $1.8M |
| Stelac Advisory Services LLC | 0.71% | Add +3.4% | 19,801 | $1.8M |
| Twin Peaks Wealth Advisors, LLC | 0.77% | Add +14.7% | 19,678 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -16.0% | 19,464 | $1.8M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.0% | 19,388 | $1.8M |
| Maia Wealth LLC | 0.38% | Reduce -7.3% | 18,960 | $1.7M |
| Vernal Point Advisors, LLC | 1.20% | No change | 19,000 | $1.7M |
| New Century Financial Group, LLC | 0.74% | Reduce -2.6% | 19,038 | $1.7M |
| Clearview Wealth Advisors LLC | 1.32% | Add +5.2% | 18,881 | $1.7M |
| WealthPLAN Partners, LLC | 0.24% | Add +5.2% | 18,793 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +235.4% | 18,741 | $1.7M |
| BCU Wealth Advisors, LLC | 0.98% | Add +17.0% | 18,681 | $1.7M |
| Redwood Investment Management, LLC | 0.17% | Add +7.7% | 18,581 | $1.7M |
| Coordinated Financial Services, Inc. | 1.33% | — | 18,368 | $1.7M |
| Concorde Asset Management, LLC | 0.88% | Add +14.6% | 18,362 | $1.7M |
| Western Wealth Management, LLC | 0.09% | Add +1.8% | 18,247 | $1.7M |
| Lion Street Advisors, LLC | 0.53% | Add +15.6% | 18,175 | $1.7M |
| RFG Advisory, LLC | 0.05% | Reduce -20.3% | 18,069 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.82% | Add +0.2% | 18,045 | $1.7M |
| Gateway Wealth Partners, LLC | 0.42% | Add +15.1% | 17,643 | $1.6M |
| Bingham Private Wealth, LLC | 1.71% | — | 17,547 | $1.6M |
| Advisory Research Inc. | 0.27% | No change | 17,518 | $1.6M |
| Scissortail Wealth Management, LLC | 0.41% | Add +18865.2% | 17,448 | $1.6M |
| Claro Advisors Inc. | 0.22% | Reduce -12.6% | 17,425 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -3.3% | 17,362 | $1.6M |
| Prime Buchholz LLC | 0.52% | — | 17,924 | $1.6M |
| Ascentis Wealth Management, LLC | 0.55% | Reduce -1.0% | 17,200 | $1.6M |
| Hexagon Capital Partners LLC | 0.29% | Add +13.3% | 17,134 | $1.6M |
| Trilogy Capital Inc. | 0.08% | Reduce -0.9% | 17,044 | $1.6M |
| Regimen Wealth, LLC | 0.51% | Add +3.1% | 17,004 | $1.6M |
| Community Bank, N.A. | 0.20% | Add +4.5% | 16,831 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Add +8.3% | 16,787 | $1.5M |
| Spire Wealth Management | 0.05% | Reduce -2.1% | 16,725 | $1.5M |
| Bristlecone Advisors, LLC | 0.12% | Add +100.8% | 16,708 | $1.5M |
| GHP Investment Advisors, Inc. | 0.07% | Reduce -15.0% | 16,613 | $1.5M |
| Synovus Financial Corp. | 0.02% | Add +5.6% | 16,446 | $1.5M |
| Silverlake Wealth Management LLC | 0.58% | Add +20.9% | 16,234 | $1.5M |
| Farmers National Bank | 0.43% | — | 16,078 | $1.5M |
| Davis Wealth Advisors, LLC | 1.62% | — | 16,062 | $1.5M |
| Montecito Bank & Trust | 0.25% | Reduce -6.2% | 15,852 | $1.5M |
| Kepos Capital LP | 1.25% | Reduce -14.2% | 15,700 | $1.4M |
| Naples Global Advisors, LLC | 0.13% | Add +96.1% | 15,446 | $1.4M |
| First Heartland Consultants, Inc. | 0.14% | Add +17.1% | 15,339 | $1.4M |
| Fullcircle Wealth LLC | 0.57% | Add +3.3% | 15,149 | $1.4M |
| BOS Asset Management, LLC | 0.49% | Add +51.4% | 14,985 | $1.4M |
| M1 Capital Management LLC | 0.74% | — | 14,879 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.52% | — | 14,840 | $1.4M |
| Magnus Financial Group LLC | 0.13% | Add +33.9% | 14,797 | $1.4M |
| Venturi Wealth Management, LLC | 0.07% | Add +0.7% | 14,791 | $1.4M |
| Wealthgarden F.S. LLC | 1.25% | Add +11.3% | 14,636 | $1.3M |
| Optivise Advisory Services LLC | 0.72% | Reduce -3.0% | 14,561 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.11% | Add +363800.0% | 14,556 | $1.3M |
| Fifth Third Securities, Inc. | 0.11% | Add +4.3% | 14,490 | $1.3M |
| Emergent Wealth Advisors, LLC | 0.96% | Add +4.5% | 14,442 | $1.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.09% | Add +3.0% | 14,380 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +2.1% | 14,323 | $1.3M |
| Dark Forest Capital Management LP | 0.19% | Reduce -23.4% | 14,274 | $1.3M |
| Banque Pictet & Cie SA | 0.01% | New | 14,182 | $1.3M |
| Arete Wealth Advisors, LLC | 0.09% | Add +32.8% | 13,980 | $1.3M |
| Keebeck Wealth Management | 0.18% | Add +13.4% | 13,960 | $1.3M |
| Cooper Financial Group | 0.15% | Add +44.8% | 13,954 | $1.3M |
| Bush Investment Group, LLC | 0.97% | Add +6.9% | 13,589 | $1.2M |
| GWN Securities Inc. | 0.33% | — | 13,571 | $1.2M |
| Rareview Capital LLC | 0.90% | Add +137.6% | 12,932 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -6.7% | 13,221 | $1.2M |
| Florin Court Capital LLP | 1.26% | Reduce -59.9% | 13,200 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +13.1% | 13,089 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -13.6% | 13,014 | $1.2M |
| Fermata Advisors, LLC | 0.22% | Add +54.2% | 13,009 | $1.2M |
| Alteri Wealth LLC | 0.33% | — | 13,001 | $1.2M |
| Tidal Investments LLC | 0.01% | Reduce -0.5% | 12,971 | $1.2M |
| Chesapeake Capital Corp. | 1.21% | Reduce -0.5% | 12,955 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +4.3% | 12,654 | $1.2M |
| J. W. Coons Advisors, LLC | 0.30% | Reduce -13.9% | 12,634 | $1.2M |
| RCS Financial Planning, LLC | 0.62% | Reduce -5.5% | 12,630 | $1.2M |
| CAP Partners, LLC | 0.81% | Add +22.8% | 12,595 | $1.2M |
| Alterna Wealth Management, Inc. | 0.97% | Reduce -38.5% | 12,495 | $1.1M |
| Patten & Patten Inc. | 0.08% | New | 12,492 | $1.1M |
| Bestgate Wealth Advisors, LLC | 2.29% | — | 12,458 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Add +41.8% | 12,430 | $1.1M |
| Ascentis Independent Advisors | 0.22% | Add +9.2% | 12,426 | $1.1M |
| NorthRock Partners, LLC | 0.04% | Reduce -6.5% | 12,237 | $1.1M |
| LifePlan Investment Advisors, Inc. | 0.69% | Add +5.2% | 12,100 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Add +5.5% | 12,021 | $1.1M |
| BNP Paribas | 0.02% | No change | 12,000 | $1.1M |
| Tempus Wealth Planning, LLC | 0.34% | Add +2.7% | 12,000 | $1.1M |
| Resurgent Financial Advisors LLC | 0.65% | Add +21.7% | 11,989 | $1.1M |
| Vantage Financial Partners, LLC | 0.27% | Reduce -20.8% | 11,716 | $1.1M |
| Sutton Place Investors LLC | 0.62% | Reduce -1.1% | 11,674 | $1.1M |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -12.7% | 11,647 | $1.1M |
| JGP Wealth Management, LLC | 0.14% | Add +46.8% | 11,591 | $1.1M |
| Gen-Wealth Partners Inc | 0.45% | Add +2.0% | 11,426 | $1.0M |
| UMB Bank, n.a. | 0.02% | Add +28.1% | 11,382 | $1.0M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Reduce -15.7% | 11,365 | $1.0M |
| Trivium Point Advisory, LLC | 0.13% | Add +40.2% | 11,322 | $1.0M |
| Clear Creek Financial Management, LLC | 0.11% | Add +4.8% | 11,299 | $1.0M |
| Two West Capital Advisors LLC | 0.88% | Add +20.2% | 11,247 | $1.0M |
| Diversified Enterprises, LLC | 0.10% | Add +5.5% | 11,096 | $1.0M |
| Lord & Richards Wealth Management, LLC | 2.14% | — | 11,060 | $1.0M |
| Range Financial Group LLC | 0.46% | New | 10,981 | $1.0M |
| Fiduciary Trust Co | 0.01% | Add +1.4% | 10,851 | $995K |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -42.2% | 10,818 | $990K |
| HSBC Holdings PLC | 0.00% | Reduce -0.1% | 10,741 | $985K |
| Summit Wealth Group, LLC | 0.28% | Add +30.5% | 10,688 | $980K |
| Pinnacle Bancorp, Inc. | 0.32% | Add +18.5% | 10,572 | $969K |
| Mather Group, Llc. | 0.01% | Reduce -8.2% | 10,382 | $952K |
| Commerce Bank | 0.01% | Add +144.8% | 10,198 | $935K |
| Acropolis Investment Management, LLC | 0.05% | Add +9.1% | 10,113 | $927K |
| Sovereign Financial Group, Inc. | 0.21% | Add +23.1% | 10,111 | $927K |
| Diversified Portfolios, Inc. | 0.10% | New | 10,012 | $918K |
| Point72 Asset Management | 0.00% | No change | 10,000 | $917K |
| Maiden Cove Capital, LLC | 1.40% | Reduce -9.0% | 9,993 | $916K |
| Clarendon Private LLC | 0.96% | — | 9,962 | $913K |
| TRUE Private Wealth Advisors | 0.11% | Reduce -49.1% | 9,903 | $908K |
| OneAscent Financial Services LLC | 0.08% | New | 9,796 | $898K |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +8.0% | 9,766 | $895K |
| Elios Financial Group Inc. | 0.41% | Reduce -0.9% | 9,567 | $877K |
| Arax Advisory Partners | 0.06% | Reduce -8.3% | 9,551 | $876K |
| FC Advisory LLC | 0.29% | Add +0.4% | 9,506 | $871K |
| Aspire Private Capital, LLC | 0.22% | Add +8.8% | 9,505 | $871K |
| Nwam LLC | 0.05% | Add +37.0% | 9,483 | $869K |
| Pacific Financial Group Inc. | 0.64% | Add +2.3% | 9,452 | $867K |
| Farringdon Capital, Ltd. | 0.36% | — | 9,447 | $866K |
| Seed Wealth Management, Inc. | 0.70% | No change | 9,420 | $864K |
| Natural Investments, LLC | 0.24% | — | 9,399 | $861K |
| Israel Discount Bank of New York | 0.62% | Reduce -7.5% | 9,325 | $855K |
| SWS Partners | 0.26% | Reduce -1.9% | 9,308 | $853K |
| Bison Wealth, LLC | 0.10% | — | 9,232 | $846K |
| LexAurum Advisors, LLC | 0.17% | Add +5.6% | 9,205 | $844K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -35.8% | 9,123 | $836K |
| AQR Capital Management | 0.00% | Add +12.7% | 9,100 | $834K |
| Fourth Dimension Wealth, LLC | 0.43% | — | 8,955 | $821K |
| VestGen Investment Management | 0.22% | Reduce -19.7% | 8,874 | $814K |
| Prospera Financial Services Inc | 0.02% | Add +10.9% | 8,828 | $812K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 8,744 | $802K |
| GeoWealth Management, LLC | 0.03% | Reduce -61.9% | 8,643 | $792K |
| K2 Financial Inc. | 0.78% | — | 8,687 | $785K |
| NBT Bank, N.A. | 0.05% | Reduce -3.2% | 8,452 | $775K |
| Trust Point Inc. | 0.05% | Add +263.1% | 8,436 | $773K |
| Koshinski Asset Management, Inc. | 0.07% | Add +9.8% | 8,378 | $768K |
| Rosenberg Matthew Hamilton | 0.20% | Add +9.4% | 8,227 | $754K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -1.1% | 8,199 | $752K |
| 180 Wealth Advisors, LLC | 0.12% | Reduce -11.3% | 8,161 | $748K |
| Signet Financial Management, LLC | 0.10% | Reduce -1.5% | 8,148 | $747K |
| Pinion Investment Advisors, LLC | 0.30% | Add +55.2% | 8,118 | $744K |
| Barings LLC | 0.02% | No change | 8,100 | $743K |
| Trinity Wealth Management, LLC | 0.33% | Reduce -0.6% | 8,021 | $735K |
| Maxwell Wealth Strategies Inc. | 0.30% | Add +4.3% | 7,991 | $733K |
| Hobbs Wealth Management, LLC | 0.84% | — | 7,988 | $732K |
| Ade, LLC | 0.44% | Add +9.3% | 7,835 | $718K |
| Chapman Financial Group, LLC | 0.58% | — | 7,834 | $718K |
| Delta Wealth Advisors LLC | 0.67% | Add +76.2% | 7,791 | $714K |
| PFG Investments, LLC | 0.04% | Reduce -34.5% | 7,785 | $714K |
| Gotham Asset Management | 0.01% | New | 7,782 | $713K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -20.6% | 7,722 | $708K |
| Beacon Financial Advisory LLC | 0.23% | Add +25.0% | 7,716 | $707K |
| Presidio Capital Management, LLC | 0.38% | Add +27.6% | 7,693 | $705K |
| Retirement Wealth Solutions LLC | 0.59% | — | 7,735 | $700K |
| US Financial Advisors, LLC | 0.21% | Reduce -2.6% | 7,599 | $697K |
| Blair William & Co. | 0.00% | Reduce -5.1% | 7,599 | $697K |
| Absolute Capital Management, LLC | 0.39% | Add +3.0% | 7,592 | $697K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -10.7% | 7,580 | $695K |
| Hutchens & Kramer Investment Management Group, LLC | 0.38% | Add +1.4% | 7,534 | $691K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +118.0% | 7,520 | $689K |
| JT Stratford LLC | 0.11% | Add +6.0% | 7,494 | $687K |
| International Assets Investment Management, LLC | 0.06% | New | 7,465 | $684K |
| Smartleaf Asset Management LLC | 0.07% | Add +22.2% | 7,426 | $681K |
| Cypress Capital, LLC | 0.19% | Reduce -3.9% | 7,198 | $660K |
| Annandale Capital, LLC | 0.13% | Reduce -7.4% | 7,074 | $649K |
| Merkkuri Wealth Advisors LLC | 0.51% | Add +11.6% | 7,069 | $648K |
| Summit Financial, LLC | 0.02% | Reduce -5.6% | 7,000 | $642K |
| Latitude Advisors, LLC | 0.36% | Add +2.4% | 6,899 | $632K |
| Carr Financial Group Corp | 0.20% | Reduce -29.4% | 6,847 | $628K |
| Legacy Edge Advisors, LLC | 0.10% | Reduce -0.6% | 6,785 | $623K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +0.4% | 6,748 | $619K |
| Rede Wealth, LLC | 0.23% | Add +7.0% | 6,528 | $598K |
| Legacy Capital Wealth Partners, LLC | 0.15% | New | 6,506 | $596K |
| Bigelow Investment Advisors, LLC | 0.27% | Reduce -7.7% | 6,379 | $585K |
| Freedom Investment Management, Inc. | 0.05% | Add +20.9% | 6,339 | $581K |
| Bell Investment Advisors, Inc | 0.11% | New | 6,289 | $577K |
| Narus Financial Partners, LLC | 0.19% | Add +9.4% | 6,285 | $576K |
| Fidelis Capital Partners, LLC | 0.06% | Reduce -43.9% | 6,205 | $570K |
| GEN Financial Management, INC. | 0.37% | — | 6,202 | $569K |
| New England Asset Management Inc. | 0.10% | No change | 6,199 | $568K |
| AlTi Global, Inc. | 0.01% | No change | 6,116 | $561K |
| PFG Advisors | 0.03% | Add +26.4% | 6,065 | $556K |
| Quartz Partners, LLC | 0.34% | Reduce -2.6% | 6,026 | $552K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.2% | 5,905 | $541K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -18.0% | 5,876 | $539K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.3% | 5,841 | $536K |
| Global Assets Advisory, LLC | 0.29% | Reduce -9.9% | 5,817 | $533K |
| Catalina Capital Group, LLC | 0.17% | Add +11.3% | 5,792 | $531K |
| Aveo Capital Partners, LLC | 0.06% | Add +7.2% | 5,786 | $530K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +26.3% | 5,759 | $528K |
| FSC Wealth Advisors, LLC | 0.34% | Add +8.0% | 5,690 | $522K |
| W Advisors, LLC | 0.32% | Add +11.1% | 5,639 | $517K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +19.4% | 5,632 | $516K |
| Citigroup Inc. | 0.00% | Reduce -75.6% | 5,598 | $513K |
| Evergreen Capital Management LLC | 0.02% | Reduce -35.6% | 5,570 | $511K |
| Advisor Resource Council | 0.36% | Reduce -18.3% | 5,546 | $508K |
| 1900 Wealth Management LLC | 0.04% | Reduce -10.0% | 5,538 | $508K |
| Transce3nd, LLC | 0.17% | — | 5,536 | $508K |
| OMNI 360 Wealth, Inc. | 0.34% | Add +8.3% | 5,513 | $505K |
| FAS Wealth Partners, Inc. | 0.04% | Add +21.6% | 5,482 | $503K |
| WealthTrak Capital Management LLC | 0.42% | — | 5,454 | $500K |
| Novus Advisors, LLC | 0.50% | — | 5,434 | $498K |
| Vermillion & White Wealth Management Group, LLC | 0.37% | Reduce -4.2% | 5,422 | $497K |
| Western Financial Corp | 0.27% | Reduce -21.8% | 5,384 | $494K |
| Legacy Capital Group California, Inc. | 0.15% | Reduce -2.4% | 5,377 | $493K |
| Mgo One Seven LLC | 0.02% | Reduce -17.3% | 5,368 | $492K |
| Heritage Family Offices, LLP | 0.24% | Add +20.9% | 5,325 | $488K |
| Financial Enhancement Group LLC | 0.07% | Reduce -92.0% | 5,378 | $486K |
| TD Private Client Wealth LLC | 0.01% | Add +4.7% | 5,296 | $486K |
| FineMark National Bank & Trust | 0.02% | Reduce -14.5% | 5,290 | $485K |
| Successful Portfolios LLC | 0.32% | Add +1.3% | 5,270 | $483K |
| World Equity Group, Inc. | 0.10% | Add +35.5% | 5,258 | $482K |
| Avantra Family Wealth, Inc. | 0.45% | — | 5,196 | $476K |
| MKT Advisors LLC | 0.21% | Reduce -30.8% | 5,197 | $476K |
| Central Bank & Trust Co. | 0.07% | New | 5,166 | $474K |
| Symphony Financial, Ltd. Co. | 0.07% | New | 5,084 | $467K |
| Wealthedge Investment Advisors, LLC | 0.21% | — | 5,054 | $463K |
| Fairvoy Private Wealth, LLC | 0.12% | — | 5,043 | $462K |
| Pinnacle Family Advisors, LLC | 0.22% | Reduce -0.5% | 5,013 | $460K |
| Independent Financial Group, LLC | 0.02% | Add +5.2% | 5,006 | $459K |
| Evolution Wealth Advisors, LLC | 0.08% | Reduce -29.9% | 5,000 | $458K |
| Friedenthal Financial | 0.27% | Reduce -15.6% | 4,999 | $458K |
| Empirical Asset Management, LLC | 0.15% | Add +26.2% | 4,989 | $457K |
| Lane & Associates LLC | 0.24% | Reduce -23.1% | 4,937 | $455K |
| Pinnacle Wealth Management Group, Inc. | 0.28% | Reduce -37.6% | 4,948 | $454K |
| FWG Investments, LLC. | 0.35% | Add +56.2% | 4,904 | $450K |
| Dai-ichi Life Holdings, Inc. | 0.49% | New | 4,900 | $448K |
| ONE Advisory Partners, LLC | 0.20% | Add +7.3% | 4,876 | $447K |
| Keel Point, LLC | 0.04% | Reduce -11.8% | 4,875 | $447K |
| TrueWealth Advisors, LLC | 0.15% | Add +16.2% | 4,852 | $445K |
| Beverly Hills Private Wealth, LLC | 0.09% | Reduce -15.4% | 4,837 | $443K |
| Kooman & Associates | 0.16% | New | 4,800 | $440K |
| Adams Wealth Management | 0.08% | Reduce -14.0% | 4,770 | $437K |
| CacheTech Inc. | 0.08% | Reduce -14.0% | 4,770 | $437K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -81.7% | 4,710 | $432K |
| Ehrlich Financial Group | 0.30% | Reduce -84.9% | 4,657 | $427K |
| Venture Visionary Partners LLC | 0.02% | Add +12.2% | 4,599 | $422K |
| Larson Financial Group LLC | 0.02% | Add +375.8% | 4,563 | $418K |
| Ameriflex Group, Inc. | 0.19% | — | 4,465 | $412K |
| DAVENPORT & Co LLC | 0.00% | Add +20.6% | 4,486 | $411K |
| Cary Street Partners Investment Advisory LLC | 0.27% | Reduce -95.2% | 4,455 | $408K |
| Pines Wealth Management, LLC | 0.18% | — | 4,491 | $407K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.3% | 4,434 | $407K |
| Estate Counselors, LLC | 0.04% | Reduce -63.5% | 4,400 | $403K |
| Oliver Lagore Vanvalin Investment Group | 0.10% | Add +1.0% | 4,379 | $401K |
| HB Wealth Management, LLC | 0.00% | Add +53.1% | 4,375 | $401K |
| CoreCap Advisors, LLC | 0.02% | Reduce -27.7% | 4,367 | $400K |
| Core Wealth Partners LLC | 0.23% | Reduce -9.4% | 4,356 | $399K |
| Americana Partners, LLC | 0.02% | No change | 4,327 | $397K |
| Moneco Advisors, LLC | 0.04% | New | 4,307 | $395K |
| BridgePort Financial Solutions, LLC | 0.18% | — | 4,206 | $394K |
| Matauro, LLC | 0.08% | — | 4,270 | $391K |
| Financial Sense Advisors, Inc. | 0.13% | Reduce -10.2% | 4,232 | $388K |
| Certus Wealth Management, LLC | 0.25% | Add +8.2% | 4,124 | $380K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -8.0% | 4,096 | $376K |
| Fiducient Advisors LLC | 0.05% | New | 4,089 | $375K |
| Financial Freedom, LLC | 0.20% | Reduce -8.5% | 4,087 | $375K |
| Centaurus Financial, Inc. | 0.02% | Reduce -63.0% | 4,042 | $371K |
| Victory Financial Group, LLC | 0.10% | — | 4,036 | $370K |
| Accurate Wealth Management, LLC | 0.07% | Add +6.5% | 4,060 | $368K |
| International Private Wealth Advisors LLC | 0.37% | New | 4,007 | $367K |
| Private Portfolio Partners LLC | 0.07% | Add +16.2% | 4,006 | $367K |
| Heritage Oak Wealth Advisors LLC | 0.17% | New | 3,980 | $365K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -14.7% | 3,954 | $363K |
| Cibc World Markets Corp. | 0.00% | Add +5.3% | 3,918 | $359K |
| Objective Capital Management, LLC | 0.24% | Add +1.9% | 3,897 | $357K |
| IVC Wealth Advisors LLC | 0.20% | Add +5.5% | 3,854 | $353K |
| Financial Counselors Inc. | 0.01% | Reduce -4.8% | 3,797 | $348K |
| United Advisor Group, LLC | 0.07% | Reduce -48.2% | 3,789 | $347K |
| StoneX Group Inc. | 0.02% | Reduce -41.1% | 3,772 | $346K |
| Flagstar Securities, Inc. | 0.09% | Reduce -15.4% | 3,761 | $345K |
| RTD Financial Advisors, Inc. | 0.04% | Add +10.7% | 3,749 | $344K |
| Eagle Global Advisors LLC | 0.01% | Add +10.7% | 3,712 | $340K |
| WMG Financial Advisors, LLC | 0.15% | Add +4.3% | 3,692 | $338K |
| Midwest Heritage Bank, FSB | 0.16% | Reduce -19.3% | 3,687 | $338K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | New | 3,651 | $335K |
| Clark Asset Management, LLC | 0.06% | Reduce -13.9% | 3,600 | $330K |
| Petix & Botte Co | 0.09% | Reduce -5.3% | 3,558 | $326K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,551 | $326K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -54.4% | 3,550 | $325K |
| Continuum Advisory, LLC | 0.04% | Add +5.6% | 3,522 | $323K |
| Raffa Wealth Management, LLC | 0.08% | No change | 3,519 | $323K |
| Madison Asset Management, LLC | 0.00% | No change | 3,519 | $323K |
| Madison Investment Advisors, LLC | 0.00% | — | 3,519 | $323K |
| Comprehensive Money Management Services LLC | 0.27% | — | 3,515 | $322K |
| Monetary Management Group Inc. | 0.08% | No change | 3,500 | $321K |
| KPP Advisory Services LLC | 0.08% | Add +13.8% | 3,489 | $320K |
| Retirement Planning Group, LLC | 0.02% | New | 3,463 | $318K |
| LongView Wealth Management | 0.10% | Add +15.4% | 3,457 | $317K |
| Capital A Wealth Management, LLC | 0.53% | — | 3,455 | $317K |
| Fulcrum Equity Management | 0.31% | Reduce -6.5% | 3,446 | $316K |
| MSH Capital Advisors LLC | 0.10% | Add +7.8% | 3,434 | $315K |
| BCS Wealth Management | 0.08% | New | 3,421 | $314K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -11.9% | 3,416 | $313K |
| Windward Private Wealth Management Inc. | 0.12% | Reduce -0.7% | 3,397 | $311K |
| Parsons Capital Management Inc. | 0.02% | Reduce -62.3% | 3,309 | $303K |
| City State Bank | 0.11% | No change | 3,307 | $303K |
| Principal Financial Group Inc. | 0.00% | Add +9.0% | 3,293 | $302K |
| Legacy Private Trust Co. | 0.02% | No change | 3,285 | $301K |
| Angeles Investment Advisors, LLC | 0.01% | Reduce -46.8% | 3,200 | $293K |
| Patten Group, Inc. | 0.06% | Reduce -23.8% | 3,184 | $292K |
| Global Financial Private Client, LLC | 0.11% | Add +1.5% | 3,169 | $291K |
| Blalock Williams, LLC | 0.34% | — | 3,168 | $290K |
| Oregon Pacific Wealth Management, LLC | 0.28% | — | 3,164 | $290K |
| Eq LLC | 0.14% | Add +0.6% | 3,145 | $288K |
| New Republic Capital, LLC | 0.19% | Add +15.6% | 3,134 | $287K |
| Valmark Advisers, Inc. | 0.00% | Reduce -4.6% | 3,133 | $287K |
| Berger Financial Group, Inc | 0.02% | Reduce -1.2% | 3,121 | $286K |
| Argent Trust Co | 0.01% | Reduce -1.3% | 3,110 | $285K |
| F/m Investments LLC | 0.01% | New | 3,082 | $283K |
| Algorithmic Investment Models, LLC | 0.22% | Add +29.0% | 3,081 | $282K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -11.3% | 3,070 | $281K |
| First Citizens Asset Management, Inc. | 0.10% | Reduce -7.3% | 3,032 | $278K |
| Chesley Taft & Associates LLC | 0.01% | Add +17.5% | 3,021 | $277K |
| C2C Wealth Management, LLC | 0.26% | No change | 3,014 | $276K |
| Brighton Jones LLC | 0.01% | New | 2,981 | $273K |
| HBW Advisory Services LLC | 0.03% | Add +25.6% | 2,976 | $273K |
| Talisman Wealth Advisors LLC | 0.29% | New | 2,952 | $271K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.8% | 2,949 | $270K |
| Vantage Point Financial LLC | 0.14% | — | 2,934 | $269K |
| WR Wealth Planners, LLC | 0.09% | Reduce -49.8% | 2,903 | $266K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 2,875 | $264K |
| Moneda S.A. Administradora General de Fondos | 0.27% | No change | 2,873 | $263K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -17.4% | 2,863 | $262K |
| Breakwater Capital Group | 0.05% | Reduce -28.4% | 2,862 | $262K |
| Ridgeline Wealth, LLC | 0.21% | — | 2,838 | $260K |
| Waverly Advisors, LLC | 0.00% | Add +30.9% | 2,818 | $258K |
| Colton Groome Financial Advisors, LLC | 0.10% | New | 2,810 | $258K |
| GatePass Capital, LLC | 0.28% | — | 2,766 | $254K |
| Money Concepts Capital Corp. | 0.02% | New | 2,733 | $251K |
| Avior Wealth Management, LLC | 0.01% | Reduce -7.0% | 2,726 | $250K |
| Birch Financial Group, LLC | 0.28% | — | 2,696 | $247K |
| BIP Wealth, LLC | 0.02% | New | 2,693 | $247K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -1.9% | 2,691 | $247K |
| Brass Tax Wealth Management, Inc. | 0.05% | Reduce -5.2% | 2,668 | $245K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -22.0% | 2,666 | $244K |
| Clearstead Advisors, LLC | 0.00% | Add +9.4% | 2,665 | $244K |
| Whittier Trust Co. | 0.00% | Reduce -13.0% | 2,594 | $238K |
| Golden State Wealth Management, LLC | 0.04% | — | 2,584 | $237K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +9.1% | 2,571 | $236K |
| Wayfinding Financial, LLC | 0.13% | Reduce -92.7% | 2,571 | $235K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -4.4% | 2,539 | $233K |
| Vident Advisory, LLC | 0.00% | Add +2.4% | 2,508 | $230K |
| Enterprise Bank & Trust Co | 0.07% | No change | 2,485 | $228K |
| Ameritas Advisory Services, LLC | 0.01% | Add +15.3% | 2,484 | $228K |
| FLP Wealth Management, LLC | 0.58% | — | 2,469 | $226K |
| Ignite Planners, LLC | 0.05% | Add +4.9% | 2,473 | $226K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,460 | $226K |
| Yoffe Investment Management, LLC | 0.33% | — | 2,458 | $225K |
| Disciplined Investors, L.L.C. | 0.22% | — | 2,492 | $225K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -50.6% | 2,449 | $225K |
| Raleigh Capital Management Inc. | 0.09% | Reduce -18.0% | 2,442 | $224K |
| Savvy Advisors, Inc. | 0.03% | Reduce -16.9% | 2,424 | $222K |
| Orleans Capital Management Corp. | 0.12% | New | 2,393 | $220K |
| Auour Investments LLC | 0.08% | New | 2,342 | $216K |
| Rice Partnership, LLC | 0.04% | No change | 2,339 | $214K |
| KDK Private Wealth Management, LLC | 0.22% | — | 2,303 | $211K |
| Intellectus Partners, LLC | 0.05% | Add +0.8% | 2,300 | $211K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -2.1% | 2,254 | $207K |
| Magnolia Capital Advisors LLC | 0.05% | New | 2,221 | $204K |
| Kelly Financial Group LLC | 0.07% | — | 2,219 | $203K |
| Collaborative Wealth Managment Inc. | 0.09% | Reduce -6.5% | 2,201 | $202K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | New | 2,189 | $201K |
| Sound Income Strategies, LLC | 0.01% | Reduce -5.6% | 2,061 | $189K |
| PSI Advisors, LLC | 0.06% | Add +153.0% | 2,057 | $189K |
| Richardson Financial Services Inc. | 0.13% | Reduce -18.0% | 2,051 | $188K |
| Independence Bank of Kentucky | 0.03% | Add +233.9% | 1,980 | $182K |
| Novem Group | 0.03% | — | 1,979 | $181K |
| Elequin Capital, LP | 0.03% | New | 1,954 | $179K |
| Deutsche Bank AG | 0.00% | No change | 1,906 | $175K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +50.9% | 1,880 | $172K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.3% | 1,777 | $163K |
| Caldwell Trust Co | 0.02% | New | 1,760 | $161K |
| Colonial Trust Co / SC | 0.02% | Reduce -1.6% | 1,755 | $161K |
| Horizon Investments, LLC | 0.00% | Reduce -45.0% | 1,757 | $160K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,750 | $160K |
| Cape Investment Advisory, Inc. | 0.06% | Reduce -0.2% | 1,733 | $159K |
| Fifth Third Bancorp | 0.00% | Add +272.8% | 1,633 | $150K |
| Fairway Wealth LLC | 0.06% | New | 1,570 | $144K |
| Rialto Wealth Management, LLC | 0.04% | — | 1,486 | $136K |
| Signaturefd, LLC | 0.00% | Add +2.9% | 1,469 | $135K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -20.9% | 1,408 | $129K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +183.0% | 1,401 | $128K |
| Tidemark, LLC | 0.05% | Reduce -11.9% | 1,388 | $127K |
| Bokf, NA | 0.00% | Reduce -88.0% | 1,338 | $121K |
| WPG Advisers, LLC | 0.11% | — | 1,311 | $120K |
| Criterion Capital Advisors, LLC | 0.07% | No change | 1,207 | $111K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,202 | $110K |
| Wood Tarver Financial Group, LLC | 0.04% | — | 1,165 | $106K |
| Hall Laurie J Trustee | 0.03% | No change | 1,100 | $101K |
| Coppell Advisory Solutions LLC | 0.01% | Add +45.9% | 1,002 | $92K |
| Ransom Advisory, Ltd | 0.04% | Add +100.0% | 1,000 | $92K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.2% | 985 | $90K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -8.3% | 966 | $89K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -10.9% | 960 | $88K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 870 | $80K |
| Crewe Advisors LLC | 0.01% | Reduce -0.2% | 846 | $78K |
| SouthState Bank Corp | 0.00% | New | 818 | $75K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +18.7% | 794 | $73K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -61.9% | 783 | $72K |
| Wintrust Investments LLC | 0.06% | Add +6.6% | 775 | $71K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +7.4% | 680 | $69K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 707 | $65K |
| Tucker Asset Management LLC | 0.01% | Add +74.5% | 670 | $61K |
| AllSquare Wealth Management LLC | 0.03% | No change | 656 | $60K |
| CENTRAL TRUST Co | 0.00% | Add +41.5% | 645 | $59K |
| Activest Wealth Management | 0.02% | New | 628 | $58K |
| Financial Gravity Companies, Inc. | 0.01% | Reduce -4.5% | 612 | $56K |
| REAP Financial Group, LLC | 0.01% | Reduce -6.5% | 588 | $54K |
| Arlington Trust Co LLC | 0.01% | No change | 570 | $52K |
| Templeton & Phillips Capital Management, LLC | 0.04% | No change | 553 | $51K |
| Lavaca Capital LLC | 0.02% | New | 454 | $42K |
| Phillips Financial Management, LLC | 0.00% | Reduce -60.5% | 450 | $41K |
| Rothschild Investment LLC | 0.00% | Add +19.4% | 436 | $40K |
| Key Financial Inc | 0.01% | Add +4220.0% | 432 | $40K |
| Truvestments Capital LLC | 0.01% | New | 398 | $36K |
| Thompson Investment Management, Inc. | 0.01% | No change | 395 | $36K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 391 | $36K |
| Twin City Private Wealth, LLC | 0.03% | Reduce -21.7% | 382 | $35K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 380 | $35K |
| Aventura Private Wealth, LLC | 0.02% | — | 377 | $35K |
| Element Wealth, LLC | 0.02% | Reduce -30.7% | 364 | $33K |
| Godsey & Gibb, Inc. | 0.00% | No change | 349 | $32K |
| Beacon Capital Management, LLC | 0.00% | Reduce -62.1% | 342 | $31K |
| Reyes Financial Architecture, Inc. | 0.02% | — | 325 | $30K |
| Castleview Partners, LLC | 0.02% | No change | 313 | $29K |
| Eastern Bank | 0.00% | Add +29.8% | 279 | $26K |
| MCF Advisors LLC | 0.00% | Add +7.8% | 277 | $25K |
| Delos Wealth Advisors, LLC | 0.02% | Reduce -90.7% | 273 | $25K |
| Concord Wealth Partners | 0.00% | No change | 273 | $25K |
| Webster Bank, N. A. | 0.00% | No change | 264 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 262 | $24K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 270 | $24K |
| Bellevue Asset Management, LLC | 0.01% | New | 253 | $23K |
| Fortitude Family Office, LLC | 0.01% | No change | 250 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 243 | $22K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 241 | $22K |
| Archer Investment Corp | 0.01% | Add +18.7% | 235 | $22K |
| Park Square Financial Group, LLC | 0.01% | — | 223 | $20K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 216 | $20K |
| Tompkins Financial Corp. | 0.00% | New | 211 | $19K |
| Bellwether Advisors, LLC | 0.00% | New | 208 | $19K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 200 | $18K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.5% | 199 | $18K |
| Towne Trust Company, N.A | 0.01% | New | 196 | $18K |
| LGT Financial Advisors LLC | 0.04% | Reduce -57.3% | 194 | $18K |
| Heck Capital Advisors, LLC | 0.00% | Reduce -97.7% | 180 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 179 | $16K |
| Howe & Rusling Inc. | 0.00% | Add +2087.5% | 175 | $16K |
| Realta Investment Advisors | 0.01% | New | 169 | $15K |
| Dogwood Wealth Management LLC | 0.01% | New | 168 | $15K |
| Tsfg, LLC | 0.00% | Reduce -66.7% | 162 | $15K |
| Mattson Financial Services, LLC | 0.00% | New | 156 | $15K |
| Pineridge Advisors LLC | 0.01% | New | 156 | $14K |
| TruNorth Capital Management, LLC | 0.00% | No change | 150 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 150 | $14K |
| WestEnd Advisors, LLC | 0.00% | No change | 150 | $14K |
| BankPlus Trust Department | 0.00% | — | 145 | $13K |
| Hantz Financial Services, Inc. | 0.00% | New | 141 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 134 | $12K |
| American National Bank & Trust | 0.00% | No change | 124 | $11K |
| Breakwater Investment Management | 0.00% | No change | 119 | $11K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +5.5% | 115 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +17.2% | 109 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $9K |
| FSA Wealth Management LLC | 0.00% | No change | 98 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 92 | $8K |
| Kiker Wealth Management, LLC | 0.01% | — | 89 | $8K |
| Colony Family Offices, LLC | 0.00% | New | 81 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +337.5% | 70 | $6K |
| Barrett & Company, Inc. | 0.00% | Add +245.0% | 69 | $6K |
| New Wave Wealth Advisors LLC | 0.00% | New | 65 | $6K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 65 | $6K |
| Whipplewood Advisors, LLC | 0.00% | — | 62 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 62 | $6K |
| Consultiva Wealth Management, Corp. | 0.03% | 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 |
| Decker Retirement Planning Inc. | 0.00% | — | 60 | $6K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 57 | $5K |
| EPG Wealth Management LLC | 0.00% | Add +1.8% | 57 | $5K |
| Bfsg, LLC | 0.00% | No change | 55 | $5K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 50 | $5K |
| Brooklyn Investment Group | 0.00% | New | 47 | $4K |
| NFSG Corp | 0.00% | New | 44 | $4K |
| 2UniFi Bank | 0.00% | — | 43 | $4K |
| Sandy Spring Bank | 0.00% | Reduce -27.3% | 40 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +56.5% | 36 | $3K |
| Richard Bernstein Advisors LLC | 0.00% | No change | 36 | $3K |
| Chesapeake Asset Management LLC | 0.00% | No change | 34 | $3K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 34 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 31 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $3K |
| Roxbury Financial LLC | 0.00% | — | 26 | $3K |
| Topsail Wealth Management, LLC | 0.00% | — | 24 | $2K |
| New Millennium Group LLC | 0.00% | New | 23 | $2K |
| Investors Research Corp | 0.00% | No change | 23 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | Add +10.5% | 21 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Add +10.5% | 21 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 21 | $2K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 20 | $2K |
| Millstone Evans Group, LLC | 0.00% | — | 20 | $2K |
| Coastline Trust Co | 0.00% | New | 19 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | New | 16 | $1K |
| 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% | No change | 13 | $1K |
| Affinity Wealth LLC | 0.00% | — | 12 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 10 | $946 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -58.3% | 10 | $917 |
| Highline Wealth Partners LLC | 0.00% | New | 7 | $642 |
| Darwin Wealth Management, LLC | 0.00% | Reduce -95.7% | 4 | $366 |
| Lanark Financial, Inc. | 0.03% | — | 3 | $295 |
| Synergy Asset Management, LLC | 0.00% | New | 2 | $192 |
| Capital Investment Counsel, Inc | 0.00% | New | 1 | $92 |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.