iShares MBS ETFMBBETF
13F holders, Q1 2025 (March 31)937holders +10
96new positions
74sold out
6famous investors
$93.76avg. 13F price*
At the end of Q1 2025, 937 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, up 10 from Q4 2024. 96 opened new positions and 74 sold out. The largest holders were Bank of America Corp. ($5.9B), JPMorgan Chase & Co. ($4.8B) and Envestnet Asset Management Inc. ($2.5B). 6 famous investors held it, including Ken Fisher (0.9% of Fisher Asset Management's portfolio), Ray Dalio (0.6% of Bridgewater Associates's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares MBS ETF
- CUSIP
- 464288588
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $577.1M |
| Exits | 74 | $151.9M |
All 13F filers, Q4 2024 → Q1 2025: 18,890,496 shares bought and 32,744,539 shares sold, net −13,854,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 937 holders
| Bank of America Corp. | 0.52% | Reduce -17.7% | 62,533,177 | $5.9B |
| JPMorgan Chase & Co. | 0.36% | Reduce -1.9% | 50,754,674 | $4.8B |
| Envestnet Asset Management Inc. | 0.80% | Reduce -7.5% | 26,613,643 | $2.5B |
| LPL Financial LLC | 0.89% | Add +11.0% | 24,262,602 | $2.3B |
| Fisher Asset Management | 0.85% | Add +6.8% | 21,042,969 | $2.0B |
| Ameriprise Financial Inc. | 0.36% | Reduce -1.8% | 14,262,855 | $1.3B |
| Morgan Stanley | 0.06% | Reduce -1.6% | 8,400,529 | $787.8M |
| Tiaa Trust, National Association | 1.56% | Reduce -1.1% | 5,333,373 | $500.2M |
| State of Tennessee, Department of Treasury | 1.72% | Reduce -1.1% | 4,780,464 | $448.3M |
| Stifel Financial Corp. | 0.37% | Reduce -4.8% | 3,716,571 | $348.5M |
| Truist Financial Corp. | 0.55% | Reduce -1.3% | 3,651,852 | $342.5M |
| Bank of New York Mellon Corp | 0.06% | Reduce -10.1% | 3,175,740 | $297.8M |
| Allworth Financial LP | 1.60% | Reduce -11.3% | 3,051,257 | $283.5M |
| PNC Financial Services Group, Inc. | 0.14% | Add +0.3% | 2,939,526 | $275.7M |
| Renaissancere Holdings Ltd. | 42.79% | New | 2,855,431 | $267.8M |
| Wells Fargo & Company | 0.06% | Reduce -0.9% | 2,545,914 | $238.8M |
| UBS Group AG | 0.05% | Add +37.9% | 2,426,914 | $227.6M |
| BlackRock, Inc. | 0.00% | Reduce -5.1% | 2,319,215 | $217.5M |
| Envestnet Portfolio Solutions, Inc. | 0.75% | Reduce -36.7% | 2,081,712 | $195.2M |
| Sei Investments Co. | 0.25% | Reduce -0.5% | 2,047,512 | $192.0M |
| Cwm, LLC | 0.76% | Reduce -15.1% | 2,019,792 | $189.4M |
| Cetera Investment Advisers | 0.34% | Add +17.5% | 1,863,533 | $174.8M |
| Midland Wealth Advisors, LLC | 10.08% | Add +36.7% | 1,825,317 | $171.2M |
| MML Investors Services, LLC | 0.57% | Reduce -7.2% | 1,813,739 | $170.1M |
| Royal Bank of Canada | 0.04% | Reduce -1.5% | 1,732,721 | $162.5M |
| Composition Wealth, LLC | 3.15% | Add +6.8% | 1,676,916 | $157.3M |
| OneDigital Investment Advisors LLC | 1.72% | Reduce -8.2% | 1,546,538 | $145.0M |
| Dynasty Wealth Management, LLC | 2.37% | Reduce -22.9% | 1,519,643 | $142.5M |
| Quotient Wealth Partners, LLC | 4.37% | Reduce -24.2% | 1,458,356 | $136.8M |
| Bridgewater Associates | 0.63% | Add +0.9% | 1,447,600 | $135.8M |
| Raymond James Financial Inc. | 0.05% | Add +13.0% | 1,421,953 | $133.4M |
| Rwa Wealth Partners, LLC | 1.67% | Reduce -41.1% | 1,415,635 | $132.8M |
| Bessemer Group Inc. | 0.24% | Add +68.0% | 1,400,953 | $131.4M |
| Park Avenue Securities LLC | 1.54% | Reduce -17.8% | 1,331,733 | $124.9M |
| Money Design Co.,Ltd. | 6.21% | Add +0.3% | 1,328,870 | $124.6M |
| United Capital Financial Advisors, LLC | 1.06% | Reduce -11.4% | 1,318,942 | $123.7M |
| Blue Trust, Inc. | 1.52% | Add +0.9% | 1,263,320 | $118.5M |
| Hancock Whitney Corp. | 3.86% | Reduce -6.2% | 1,262,709 | $118.4M |
| Janney Montgomery Scott LLC | 0.33% | Reduce -16.2% | 1,249,427 | $117.2M |
| Bank of Montreal | 0.06% | Add +4.9% | 1,176,005 | $110.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.08% | Add +0.7% | 1,145,987 | $107.5M |
| Merit Financial Group, LLC | 1.51% | Add +17.9% | 1,074,026 | $100.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 1,052,598 | $98.7M |
| Asset Management One Co., Ltd. | 0.32% | Add +4.3% | 998,373 | $93.6M |
| Jane Street Group, LLC | 0.16% | Add +2142.6% | 949,675 | $89.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.65% | Add +2003.0% | 941,711 | $88.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.23% | Add +87.0% | 975,687 | $87.5M |
| Hilton Capital Management, LLC | 6.63% | Add +137.4% | 832,228 | $78.0M |
| Assetmark, Inc. | 0.21% | Reduce -6.7% | 825,070 | $77.4M |
| NorthCoast Asset Management LLC | 0.36% | Reduce -4.1% | 766,393 | $71.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.29% | Add +50.7% | 754,690 | $70.7M |
| Sensible Financial Planning & Management, LLC. | 12.91% | Add +2.9% | 689,633 | $64.7M |
| Evoke Wealth, LLC | 1.65% | Add +2.1% | 676,187 | $63.4M |
| Alliancebernstein L.P. | 0.02% | Reduce -1.6% | 664,846 | $62.3M |
| Avidian Wealth Enterprises, LLC | 2.75% | Reduce -1.7% | 658,546 | $61.8M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -8.4% | 636,884 | $59.4M |
| NewEdge Advisors, LLC | 0.33% | Reduce -12.6% | 600,135 | $56.3M |
| State of Michigan Retirement System | 0.32% | No change | 600,000 | $56.3M |
| Rockland Trust Co. | 2.82% | Add +6.4% | 598,446 | $56.1M |
| CIBC Asset Management Inc | 0.18% | Add +1.8% | 576,291 | $54.0M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -4.9% | 573,369 | $53.8M |
| Allianz Asset Management GmbH | 0.08% | Add +23.4% | 572,009 | $53.6M |
| Willis Johnson & Associates, Inc. | 4.03% | Add +6.8% | 567,327 | $53.2M |
| State of New Jersey Common Pension Fund D | 0.23% | No change | 550,000 | $51.6M |
| Constellation Investments, Inc. | 2.44% | No change | 548,000 | $51.4M |
| Nottingham Advisors, Inc. | 7.48% | Reduce -16.8% | 521,915 | $48.9M |
| Mill Creek Capital Advisors, LLC | 1.17% | Add +2.0% | 516,949 | $48.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.13% | Add +23.0% | 516,276 | $48.4M |
| Korea Investment CORP | 0.11% | No change | 500,000 | $46.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.73% | New | 489,000 | $45.9M |
| SkyView Investment Advisors, LLC | 6.85% | Add +3.5% | 485,650 | $45.5M |
| Lutz Financial Services LLC | 3.70% | Add +5.8% | 481,599 | $45.2M |
| US Bancorp \de | 0.06% | Reduce -10.3% | 475,849 | $44.6M |
| Kestra Investment Management, LLC | 0.80% | Add +64.1% | 444,211 | $41.7M |
| AE Wealth Management LLC | 0.34% | Add +2.7% | 436,979 | $41.0M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +220.0% | 432,688 | $40.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.73% | Add +3.3% | 424,188 | $39.8M |
| Corient Private Wealth LP | 0.06% | Add +2.1% | 414,458 | $38.9M |
| FMR LLC | 0.00% | Reduce -5.5% | 398,320 | $37.4M |
| Northern Trust Corp. | 0.01% | Reduce -7.5% | 395,198 | $37.1M |
| Foundations Investment Advisors, LLC | 0.68% | Add +5.5% | 390,333 | $36.6M |
| Conning Inc. | 1.34% | No change | 387,672 | $36.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +13.0% | 378,767 | $35.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +17.4% | 373,502 | $35.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -22.9% | 362,092 | $34.0M |
| Manning & Napier Advisors LLC | 0.41% | Add +2.4% | 355,677 | $33.4M |
| Checchi Capital Advisers, LLC | 2.33% | Add +218.6% | 350,649 | $32.9M |
| Talon Private Wealth, LLC | 4.28% | Reduce -5.9% | 341,297 | $31.9M |
| Zurich Insurance Group Ltd | 0.26% | No change | 338,060 | $31.7M |
| West Coast Financial LLC | 3.54% | Add +6.6% | 330,498 | $31.0M |
| St Germain D J Co. Inc. | 1.46% | Add +7.6% | 330,205 | $31.0M |
| Bangor Savings Bank | 2.90% | Add +3.5% | 327,152 | $30.7M |
| Cerity Partners OCIO LLC | 1.71% | New | 321,567 | $30.2M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -19.9% | 318,434 | $29.9M |
| Integrity Alliance, Llc. | 1.16% | Add +19.2% | 313,107 | $29.4M |
| Cabot Wealth Management Inc. | 3.72% | Add +11.1% | 311,328 | $29.2M |
| Atria Wealth Solutions, Inc. | 0.35% | Reduce -9.7% | 311,325 | $29.2M |
| Franklin Resources Inc. | 0.01% | Add +2.9% | 311,050 | $29.2M |
| Sanctuary Advisors, LLC | 0.20% | Reduce -12.1% | 304,493 | $28.6M |
| Stockman Wealth Management, Inc. | 4.14% | New | 298,073 | $28.0M |
| Clearwater Capital Advisors, LLC | 2.69% | Add +2.8% | 296,532 | $27.8M |
| Acorns Advisers, LLC | 0.27% | Add +2.1% | 294,708 | $27.6M |
| Brookstone Capital Management | 0.39% | Reduce -27.6% | 290,653 | $27.3M |
| Confluence Investment Management LLC | 0.39% | Reduce -1.1% | 290,612 | $27.3M |
| CreativeOne Wealth, LLC | 0.81% | Reduce -12.6% | 290,478 | $27.2M |
| Kingsview Wealth Management, LLC | 0.51% | Add +11.3% | 286,589 | $26.9M |
| Modera Wealth Management, LLC | 0.36% | Add +3.8% | 286,208 | $26.8M |
| Banque Cantonale Vaudoise | 1.17% | — | 283,850 | $26.6M |
| Connable Office Inc. | 2.75% | Add +120.6% | 275,945 | $25.9M |
| JB Capital LLC | 1.40% | Reduce -27.2% | 270,937 | $25.4M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -1.5% | 262,119 | $24.6M |
| Baird Financial Group, Inc. | 0.05% | Add +1.9% | 257,793 | $24.2M |
| Integrated Wealth Concepts LLC | 0.27% | Add +9.8% | 249,569 | $23.4M |
| Arvest Investments, Inc. | 3.61% | Add +1.9% | 244,275 | $22.9M |
| Galvin, Gaustad & Stein, LLC | 2.02% | Add +0.1% | 237,903 | $22.3M |
| Carnegie Investment Counsel | 0.51% | New | 231,277 | $21.7M |
| Meridian Wealth Partners, LLC | 3.46% | Add +0.3% | 231,123 | $21.7M |
| Private Advisor Group, LLC | 0.13% | Add +4.6% | 225,657 | $21.2M |
| Federated Hermes, Inc. | 0.05% | Add +15.2% | 224,970 | $21.1M |
| Northside Capital Management, LLC | 3.39% | Add +2.7% | 222,308 | $20.8M |
| Ascent Group, LLC | 0.89% | Add +136.8% | 221,589 | $20.8M |
| Horst & Graben Wealth Management LLC | 3.70% | Reduce -6.6% | 219,912 | $20.6M |
| Dakota Wealth Management | 0.48% | Add +8.0% | 217,054 | $20.4M |
| Sage Advisory Services, Ltd.Co. | 11.96% | Reduce -1.2% | 216,977 | $20.3M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.6% | 213,980 | $20.1M |
| RKL Wealth Management LLC | 1.85% | Reduce -0.9% | 208,996 | $19.6M |
| Kelman-Lazarov, Inc. | 3.53% | Add +30.1% | 207,381 | $19.4M |
| Mariner, LLC | 0.03% | Add +6.4% | 205,064 | $19.2M |
| Advocacy Wealth Management, LLC | 1.31% | Reduce -16.7% | 204,426 | $19.2M |
| Castleark Management LLC | 0.64% | No change | 196,905 | $18.5M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -18.5% | 194,539 | $18.2M |
| Johns Hopkins University | 0.68% | Reduce -58.5% | 193,437 | $18.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -9.3% | 187,975 | $17.6M |
| Johnson Financial Group, Inc. | 0.86% | Add +1.7% | 187,324 | $17.6M |
| Keybank National Association | 0.07% | Reduce -9.5% | 184,269 | $17.3M |
| Leavell Investment Management, Inc. | 0.84% | Add +10.8% | 182,023 | $17.1M |
| Farther Finance Advisors, LLC | 0.43% | Add +14.1% | 181,320 | $17.0M |
| Atria Investments, Inc | 0.22% | Add +2.5% | 179,105 | $16.8M |
| MAI Capital Management | 0.13% | Add +10.0% | 179,077 | $16.8M |
| CFS Investment Advisory Services, LLC | 1.48% | Reduce -6.7% | 177,307 | $16.6M |
| Avantax Advisory Services, Inc. | 0.10% | Reduce -7.6% | 172,859 | $16.2M |
| Sharkey, Howes & Javer | 2.31% | Reduce -11.9% | 172,137 | $16.1M |
| NewSquare Capital LLC | 1.31% | Add +0.1% | 171,789 | $16.1M |
| Lifeworks Advisors, LLC | 2.53% | Add +11.5% | 162,540 | $15.2M |
| CIBC Private Wealth Group LLC | 0.03% | Add +3.0% | 164,091 | $15.2M |
| Courier Capital LLC | 0.99% | Add +195.8% | 161,727 | $15.2M |
| SteelPeak Wealth, LLC | 0.64% | Reduce -9.0% | 161,446 | $15.1M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -8.6% | 161,321 | $15.1M |
| Austin Private Wealth, LLC | 1.34% | Reduce -9.1% | 159,314 | $14.9M |
| TCW Group Inc. | 0.13% | Add +1.0% | 158,553 | $14.9M |
| Modern Wealth Management, LLC | 0.47% | Add +14.4% | 155,925 | $14.6M |
| Creative Planning | 0.01% | Reduce -5.2% | 155,362 | $14.6M |
| FDx Advisors, Inc. | 4.71% | Reduce -6.9% | 154,380 | $14.5M |
| Financial Advocates Investment Management | 1.02% | Add +19.6% | 154,137 | $14.5M |
| Tandem Wealth Advisors LLC | 7.56% | Add +0.8% | 154,087 | $14.4M |
| Parkside Investments, LLC | 2.11% | Add +7.0% | 152,963 | $14.3M |
| Resona Asset Management Co.,Ltd. | 0.08% | Reduce -9.7% | 148,485 | $13.9M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +24.1% | 146,188 | $13.7M |
| Orion Portfolio Solutions, LLC | 0.13% | Add +24.1% | 146,188 | $13.7M |
| High Falls Advisors, Inc | 3.18% | Reduce -16.8% | 144,483 | $13.5M |
| Hilltop Holdings Inc. | 0.85% | Reduce -5.1% | 143,127 | $13.4M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Add +11.9% | 138,177 | $13.0M |
| Spectrum Investment Advisors, Inc. | 8.11% | Add +3.4% | 133,998 | $12.6M |
| Boltwood Capital Management | 3.82% | Reduce -2.3% | 133,985 | $12.6M |
| Capitolis Liquid Global Markets LLC | 0.11% | New | 131,400 | $12.3M |
| Farmers & Merchants Investments Inc. | 0.39% | Add +8.0% | 130,962 | $12.3M |
| Allstate Corp. | 0.35% | Add +37.8% | 127,553 | $12.0M |
| Stone House Investment Management, LLC | 2.35% | Add +10.3% | 123,360 | $11.6M |
| Manhattan West Asset Management, LLC | 2.93% | Add +62.4% | 122,648 | $11.5M |
| Voisard Asset Management Group, Inc. | 3.34% | Add +48.5% | 121,893 | $11.4M |
| Trek Financial, LLC | 0.82% | Add +9.9% | 120,526 | $11.3M |
| EverSource Wealth Advisors, LLC | 0.61% | Add +4.4% | 118,638 | $11.1M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.89% | New | 117,366 | $11.0M |
| Comerica Bank | 0.05% | Reduce -5.5% | 117,272 | $11.0M |
| Smith Salley Wealth Management | 0.71% | Add +72.4% | 115,808 | $10.9M |
| Cornerstone Management, Inc. | 1.99% | Add +1.4% | 113,452 | $10.6M |
| Perigon Wealth Management, LLC | 0.27% | Reduce -35.7% | 112,861 | $10.6M |
| WBH Advisory Inc. | 0.99% | Add +5.0% | 112,707 | $10.6M |
| Icon Wealth Advisors, LLC | 0.86% | Reduce -21.0% | 111,171 | $10.4M |
| Security Financial Services, INC. | 2.06% | Reduce -0.9% | 110,888 | $10.4M |
| Principal Securities, Inc. | 0.23% | Add +0.1% | 113,167 | $10.4M |
| Shelter Mutual Insurance Co | 2.48% | No change | 109,870 | $10.3M |
| Beacon Bridge Wealth Partners, LLC | 4.34% | Add +1.8% | 108,392 | $10.2M |
| Citigroup Inc. | 0.01% | Add +1792.6% | 105,948 | $9.9M |
| Bernardo Wealth Planning LLC | 2.36% | Add +2.3% | 105,353 | $9.9M |
| Theory Financial LLC | 4.16% | Add +2.0% | 105,221 | $9.9M |
| Hudson Capital Management LLC | 3.08% | Add +0.5% | 103,920 | $9.7M |
| Cim, LLC | 1.45% | Add +2.2% | 103,877 | $9.7M |
| One Wealth Advisors, LLC | 1.42% | Reduce -12.0% | 101,735 | $9.5M |
| Community Trust & Investment Co. | 0.61% | Add +0.5% | 101,120 | $9.5M |
| Compound Planning, Inc. | 0.42% | Add +7.8% | 98,495 | $9.2M |
| Rehmann Capital Advisory Group | 0.57% | Reduce -1.0% | 97,323 | $9.1M |
| Wooster Corthell Wealth Management, Inc. | 1.86% | Reduce -0.5% | 96,890 | $9.1M |
| Kelly Financial Services LLC | 3.16% | Reduce -13.7% | 96,858 | $9.1M |
| Rothschild Wealth LLC | 2.54% | Add +5.2% | 96,470 | $9.0M |
| CI Investments Inc. | 0.04% | Reduce -1.4% | 95,057 | $8.9M |
| Anchor Capital Advisors LLC | 0.27% | Add +1.1% | 95,016 | $8.9M |
| Westover Capital Advisors, LLC | 1.96% | Add +11.5% | 94,186 | $8.8M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +31.0% | 92,695 | $8.7M |
| Proficio Capital Partners LLC | 0.67% | Add +8.9% | 92,519 | $8.6M |
| TSA Wealth Managment LLC | 3.42% | Reduce -7.3% | 91,731 | $8.6M |
| Invst, LLC | 1.17% | Reduce -37.5% | 91,725 | $8.6M |
| Equitable Holdings, Inc. | 0.08% | Add +24.7% | 90,747 | $8.5M |
| TD Asset Management Inc | 0.01% | No change | 90,000 | $8.4M |
| Harbour Investments, Inc. | 0.24% | Add +4.7% | 89,617 | $8.4M |
| Blankinship & Foster, LLC | 2.11% | Add +0.1% | 89,038 | $8.3M |
| Anfield Capital Management, LLC | 3.06% | Add +6.3% | 88,309 | $8.3M |
| Pictet North America Advisors SA | 0.83% | Reduce -30.1% | 88,198 | $8.3M |
| IFG Advisory, LLC | 0.46% | Add +17.1% | 87,841 | $8.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.64% | Reduce -5.3% | 86,397 | $8.1M |
| Impact Partnership Wealth, LLC | 1.73% | Add +34.1% | 86,221 | $8.1M |
| First Trust Advisors LP | 0.01% | Reduce -4.8% | 85,774 | $8.0M |
| Edge Wealth Management LLC | 1.61% | Reduce -2.1% | 84,723 | $7.9M |
| Triad Wealth Partners, LLC | 2.46% | Reduce -3.2% | 84,330 | $7.9M |
| Pacific Sage Partners, LLC | 1.76% | Add +7.0% | 83,402 | $7.8M |
| Vertex Planning Partners, LLC | 1.70% | Add +4.3% | 83,286 | $7.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +130.4% | 82,092 | $7.7M |
| West Family Investments, Inc. | 2.86% | Reduce -0.5% | 80,697 | $7.6M |
| SIMA Wealth Partners, LLC | 6.21% | Add +5.2% | 79,748 | $7.5M |
| Cary Street Partners Financial LLC | 0.23% | Reduce -8.8% | 79,445 | $7.5M |
| HRT Financial LP | 0.05% | New | 78,784 | $7.4M |
| Meiji Yasuda Asset Management Co Ltd. | 0.30% | Reduce -6.4% | 78,627 | $7.4M |
| Tortoise Investment Management, LLC | 0.76% | Reduce -33.0% | 78,161 | $7.3M |
| Geneos Wealth Management Inc. | 0.24% | Reduce -9.0% | 77,607 | $7.3M |
| Alternative Investment Advisors, LLC. | 3.82% | Reduce -2.4% | 76,999 | $7.2M |
| Bailard, Inc. | 0.18% | Add +6.8% | 76,163 | $7.1M |
| PAX Financial Group, LLC | 1.24% | Reduce -12.5% | 74,786 | $7.0M |
| Snider Financial Group | 2.26% | Add +6.2% | 74,027 | $6.9M |
| AAFMAA Wealth Management & Trust LLC | 3.12% | Add +2.5% | 73,337 | $6.9M |
| Winthrop Capital Management, LLC | 1.89% | Add +0.0% | 73,102 | $6.9M |
| Foster & Motley Inc. | 0.43% | Add +58.3% | 72,481 | $6.8M |
| Voya Financial Advisors, Inc. | 0.75% | Reduce -22.6% | 72,526 | $6.8M |
| Scarborough Advisors, LLC | 0.97% | Add +4.8% | 72,402 | $6.8M |
| Lincoln Capital Corp. | 2.81% | Reduce -0.9% | 71,937 | $6.7M |
| Guggenheim Capital LLC | 0.06% | Reduce -24.8% | 71,800 | $6.7M |
| Regal Investment Advisors LLC | 0.54% | Reduce -16.2% | 71,054 | $6.7M |
| Bay Harbor Wealth Management, LLC | 2.08% | Reduce -1.6% | 70,090 | $6.6M |
| Ancora Advisors LLC | 0.15% | Add +12.0% | 69,905 | $6.6M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Add +48.8% | 68,544 | $6.4M |
| Advisor Resource Council | 0.52% | Add +1175.5% | 70,738 | $6.4M |
| Optas, LLC | 1.10% | Reduce -6.6% | 67,723 | $6.4M |
| Municipal Employees' Retirement System of Michigan | 0.08% | Add +53.6% | 67,551 | $6.3M |
| Smartleaf Asset Management LLC | 0.61% | Add +804.6% | 67,177 | $6.3M |
| Parkside Advisors LLC | 1.49% | Reduce -2.5% | 66,206 | $6.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -20.9% | 66,062 | $6.2M |
| Dohj, LLC | 1.40% | Add +26.2% | 65,153 | $6.1M |
| Capital International Investors | 0.00% | Reduce -3.4% | 64,222 | $6.0M |
| Choreo, LLC | 0.09% | Reduce -14.0% | 63,104 | $5.9M |
| Shared Vision Wealth Group LLC | 3.21% | Reduce -7.8% | 62,641 | $5.9M |
| Beacon Financial Group | 0.64% | Add +1.1% | 62,063 | $5.8M |
| Northwest Capital Management Inc | 2.38% | Add +11.8% | 61,633 | $5.8M |
| Captrust Financial Advisors | 0.01% | Add +5.9% | 61,279 | $5.7M |
| Summit X, LLC | 1.21% | Reduce -12.3% | 61,183 | $5.7M |
| Fort Point Capital Partners LLC | 0.64% | Add +5.2% | 61,023 | $5.7M |
| World Investment Advisors | 0.15% | Reduce -9.5% | 61,007 | $5.7M |
| Leuthold Group, LLC | 0.74% | Reduce -52.3% | 60,708 | $5.7M |
| Lindenwold Advisors, INC | 3.16% | Add +5.8% | 60,545 | $5.7M |
| First American Trust, FSB | 0.51% | Add +6.7% | 59,257 | $5.6M |
| Integrated Advisors Network LLC | 0.28% | Add +66.7% | 59,254 | $5.6M |
| McNaughton Wealth Management, LLC | 2.67% | New | 58,627 | $5.5M |
| Cobblestone Asset Management LLC | 3.17% | Reduce -6.6% | 57,822 | $5.4M |
| Boyd Watterson Asset Management LLC | 1.75% | Add +8.4% | 57,629 | $5.4M |
| Benjamin Edwards Inc. | 0.08% | Add +99.8% | 57,562 | $5.4M |
| Endurance Services Ltd | 1.00% | No change | 57,544 | $5.4M |
| &partners | 0.06% | Add +11.5% | 57,001 | $5.3M |
| Signal Advisors Wealth, LLC | 0.51% | Reduce -7.7% | 56,084 | $5.3M |
| SigFig Wealth Management, LLC | 0.19% | Reduce -12.8% | 55,740 | $5.2M |
| Spectrum Wealth Counsel, LLC | 0.63% | Reduce -17.7% | 55,543 | $5.2M |
| Swmg, LLC | 2.05% | Add +50.8% | 55,495 | $5.2M |
| Keystone Financial Services | 1.97% | Reduce -21.4% | 54,987 | $5.2M |
| Essential Planning, LLC. | 2.06% | Reduce -98.3% | 54,496 | $5.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -36.6% | 52,612 | $4.9M |
| Columbus Macro, LLC | 0.65% | Add +6.3% | 52,573 | $4.9M |
| CW Advisors, LLC | 0.06% | Reduce -90.6% | 52,443 | $4.9M |
| Advus Financial Partners, LLC | 1.38% | Reduce -2.5% | 52,388 | $4.9M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -0.1% | 52,097 | $4.9M |
| Legacy Financial Group LLC | 0.75% | Reduce -20.9% | 51,667 | $4.8M |
| Wealth Alliance, LLC | 0.59% | Reduce -20.0% | 51,658 | $4.8M |
| Capital Analysts, LLC | 0.18% | Reduce -6.0% | 51,589 | $4.8M |
| Focus Partners Wealth | 0.01% | Reduce -3.3% | 51,574 | $4.8M |
| McKinley Carter Wealth Services, Inc. | 0.30% | Reduce -41.5% | 51,277 | $4.8M |
| WCG Wealth Advisors LLC | 0.36% | Reduce -22.1% | 50,812 | $4.8M |
| Genesis Wealth Advisors, LLC | 3.75% | New | 49,341 | $4.6M |
| Pettinga Financial Advisors LLC | 1.06% | Reduce -13.3% | 48,288 | $4.5M |
| Belpointe Asset Management LLC | 0.23% | Reduce -1.0% | 48,130 | $4.5M |
| True Vision MN LLC | 2.70% | Reduce -13.8% | 48,067 | $4.5M |
| Vestmark Advisory Solutions, Inc. | 0.11% | New | 47,178 | $4.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +522.1% | 46,783 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.3% | 46,528 | $4.4M |
| Betterment LLC | 0.01% | Reduce -48.3% | 46,359 | $4.3M |
| Cerity Partners LLC | 0.01% | Reduce -3.2% | 45,764 | $4.3M |
| Graypoint LLC | 0.27% | Reduce -1.8% | 45,412 | $4.3M |
| Rational Advisors, Inc. | 0.44% | Reduce -10.0% | 45,085 | $4.2M |
| Jmac Enterprises LLC | 0.99% | Add +6.1% | 44,344 | $4.2M |
| Proffitt & Goodson Inc. | 0.68% | Reduce -1.9% | 44,216 | $4.1M |
| Inspire Advisors, LLC | 0.48% | Add +4.7% | 44,215 | $4.1M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +5.2% | 44,110 | $4.1M |
| Sovran Advisors, LLC | 0.53% | Add +1.0% | 44,251 | $4.1M |
| Cypress Wealth Services, LLC | 0.83% | Reduce -14.8% | 43,521 | $4.1M |
| Semmax Financial Advisors Inc. | 1.10% | Add +3.9% | 43,840 | $4.1M |
| Kickstand Ventures, Llc. | 1.04% | Add +0.7% | 42,919 | $4.0M |
| Sunesis Advisors, LLC | 2.16% | Add +0.0% | 42,508 | $4.0M |
| Insight Wealth Strategies, LLC | 0.54% | Reduce -85.5% | 42,464 | $4.0M |
| Shepherd Financial Partners LLC | 0.46% | New | 41,659 | $3.9M |
| Riggs Asset Managment Co. Inc. | 1.11% | Reduce -8.8% | 41,403 | $3.9M |
| Focus Financial Network, Inc. | 0.16% | Reduce -7.0% | 41,122 | $3.9M |
| Advisory Services Network, LLC | 0.07% | Reduce -32.0% | 40,998 | $3.8M |
| Exchange Traded Concepts, LLC | 0.07% | Add +33.6% | 40,180 | $3.8M |
| WealthShield Partners, LLC | 0.48% | Reduce -6.7% | 39,569 | $3.7M |
| Apeiron RIA LLC | 1.12% | Add +1.4% | 39,562 | $3.7M |
| Wolverine Trading, LLC | 0.12% | New | 39,039 | $3.7M |
| Simplicity Wealth,LLC | 0.28% | New | 38,895 | $3.6M |
| Centennial Wealth Advisory LLC | 1.31% | Add +30.1% | 38,570 | $3.6M |
| Trajan Wealth LLC | 0.20% | Reduce -25.2% | 38,476 | $3.6M |
| James Investment Research, Inc. | 0.45% | Reduce -1.2% | 38,111 | $3.6M |
| Mutual Advisors, LLC | 0.10% | Reduce -2.4% | 37,846 | $3.5M |
| Mayflower Financial Advisors, LLC | 0.54% | Reduce -14.5% | 37,522 | $3.5M |
| Ashton Thomas Securities, LLC | 0.96% | Reduce -18.2% | 36,670 | $3.4M |
| Susquehanna International Group, LLP | 0.01% | New | 36,602 | $3.4M |
| Sachetta, LLC | 1.40% | Add +6.1% | 36,401 | $3.4M |
| Client 1ST Advisory Group, LLC | 1.33% | Reduce -5.7% | 36,316 | $3.4M |
| Csenge Advisory Group | 0.19% | Reduce -9.1% | 36,573 | $3.4M |
| Centurion Wealth Management LLC | 1.03% | No change | 35,758 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +17.5% | 34,513 | $3.2M |
| Independent Advisor Alliance | 0.11% | Reduce -77.3% | 34,478 | $3.2M |
| Citizens & Northern Corp. | 0.88% | Reduce -1.2% | 33,290 | $3.1M |
| IHT Wealth Management, LLC | 0.10% | Reduce -6.5% | 32,936 | $3.1M |
| Yukon Wealth Management, Inc. | 1.26% | — | 32,280 | $3.0M |
| Atlatl Advisers LLC | 1.97% | Reduce -13.1% | 32,259 | $3.0M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -12.0% | 31,286 | $2.9M |
| Parallel Advisors, LLC | 0.07% | Add +35.1% | 31,228 | $2.9M |
| Private Trust Co. NA | 0.30% | Reduce -11.1% | 31,149 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +1.3% | 30,824 | $2.9M |
| Sierra Capital LLC | 0.35% | Reduce -1.9% | 30,730 | $2.9M |
| First Horizon Advisors, Inc. | 0.08% | Reduce -14.9% | 30,622 | $2.9M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -4.0% | 30,485 | $2.9M |
| Quattro Financial Advisors LLC | 0.97% | Reduce -1.4% | 30,118 | $2.8M |
| Jacobi Capital Management LLC | 0.20% | Add +6.8% | 29,296 | $2.7M |
| Independent Financial Group, LLC | 0.09% | Add +480.1% | 29,042 | $2.7M |
| Tradition Wealth Management, LLC | 0.24% | Reduce -10.4% | 28,575 | $2.7M |
| Endeavor Private Wealth, Inc. | 1.45% | Add +28.6% | 28,406 | $2.7M |
| Tritonpoint Wealth, LLC | 0.25% | Reduce -23.1% | 27,767 | $2.6M |
| Townsquare Capital LLC | 0.03% | Reduce -27.5% | 27,555 | $2.6M |
| Haverford Trust Co | 0.03% | Reduce -1.7% | 27,466 | $2.6M |
| Money Concepts Capital Corp. | 0.19% | Add +900.4% | 27,342 | $2.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -88.8% | 27,100 | $2.5M |
| Diversify Advisory Services, LLC | 0.16% | Reduce -15.6% | 26,790 | $2.5M |
| 5T Wealth, LLC | 1.43% | Reduce -10.9% | 26,715 | $2.5M |
| My Legacy Advisors, LLC | 0.97% | Reduce -11.2% | 26,708 | $2.5M |
| ArborFi Advisors, LLC | 2.48% | Add +3.9% | 26,572 | $2.5M |
| Oarsman Capital, Inc. | 0.45% | Reduce -20.9% | 26,436 | $2.5M |
| Buttonwood Financial Group, LLC | 1.44% | Reduce -50.0% | 26,690 | $2.5M |
| Hexagon Capital Partners LLC | 0.46% | Add +52.6% | 26,151 | $2.5M |
| Hoxton Planning & Management, LLC | 0.93% | Reduce -15.9% | 25,959 | $2.4M |
| Park Place Capital Corp | 0.66% | Add +5.0% | 25,952 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +1.3% | 25,949 | $2.4M |
| UNIVEST FINANCIAL Corp | 0.16% | Add +16.9% | 25,753 | $2.4M |
| Barnes Wealth Management Group, Inc | 1.54% | Add +0.3% | 25,656 | $2.4M |
| DB Fitzpatrick & Co, Inc | 2.28% | Add +3.4% | 25,574 | $2.4M |
| Creative Financial Designs Inc. | 0.19% | Add +10.3% | 25,500 | $2.4M |
| Fermata Advisors, LLC | 0.43% | Add +94.8% | 25,343 | $2.4M |
| Brown Advisory Inc. | 0.00% | Reduce -2.1% | 25,100 | $2.4M |
| Tme Financial, Inc. | 2.03% | Reduce -10.5% | 24,909 | $2.3M |
| Washington Trust Bank | 0.23% | No change | 24,860 | $2.3M |
| Arkadios Wealth Advisors | 0.09% | Add +5.8% | 24,826 | $2.3M |
| D L Carlson Investment Group Inc. | 0.44% | Reduce -0.1% | 24,675 | $2.3M |
| DecisionMap Wealth Management, LLC | 1.74% | Reduce -20.0% | 24,393 | $2.3M |
| Renasant Bank | 1.51% | Add +12.5% | 24,344 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -51.3% | 24,143 | $2.3M |
| Quadrant Private Wealth Management, LLC | 0.56% | Add +9.9% | 24,024 | $2.3M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -11.5% | 23,966 | $2.2M |
| Braun-Bostich & Associates Inc. | 1.65% | Reduce -9.1% | 23,758 | $2.2M |
| Van Hulzen Asset Management, LLC | 0.20% | Reduce -21.3% | 23,605 | $2.2M |
| MA Private Wealth | 0.41% | Add +5.2% | 23,289 | $2.2M |
| Clark Capital Management Group, Inc. | 0.02% | New | 22,768 | $2.1M |
| Maripau Wealth Management LLC | 1.20% | Reduce -29.1% | 22,216 | $2.1M |
| Bristlecone Advisors, LLC | 0.17% | Add +31.8% | 22,028 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -30.8% | 22,020 | $2.1M |
| Bestgate Wealth Advisors, LLC | 4.26% | Add +75.8% | 21,895 | $2.1M |
| Strategy Asset Managers LLC | 0.42% | Add +3.7% | 21,869 | $2.1M |
| Copperleaf Capital, LLC | 1.21% | Reduce -13.6% | 21,584 | $2.0M |
| ShoreHaven Wealth Partners, LLC | 0.97% | Reduce -25.5% | 21,517 | $2.0M |
| BCU Wealth Advisors, LLC | 1.05% | Add +15.1% | 21,507 | $2.0M |
| Verus Capital Partners, LLC | 0.20% | Reduce -11.1% | 21,446 | $2.0M |
| Cobblestone Capital Advisors LLC | 0.11% | Reduce -28.8% | 21,224 | $2.0M |
| Global Assets Advisory, LLC | 0.37% | Add +265.4% | 21,258 | $2.0M |
| Strategic Blueprint, LLC | 0.11% | Add +4.1% | 21,066 | $2.0M |
| IFP Advisors, Inc | 0.06% | Reduce -20.4% | 21,016 | $2.0M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.2% | 20,927 | $2.0M |
| Saxony Capital Management, LLC | 1.72% | New | 20,911 | $2.0M |
| Redwood Investment Management, LLC | 0.21% | Add +12.4% | 20,885 | $2.0M |
| Balance Wealth Partners LLC | 1.26% | — | 20,745 | $1.9M |
| Stelac Advisory Services LLC | 0.80% | Add +4.6% | 20,716 | $1.9M |
| Bigelow Investment Advisors, LLC | 0.92% | Add +224.1% | 20,671 | $1.9M |
| Lodestar Private Asset Management LLC | 0.24% | Add +0.8% | 20,579 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.17% | Reduce -22.5% | 20,573 | $1.9M |
| One Wealth Capital Management, LLC | 1.03% | Reduce -28.0% | 20,572 | $1.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Reduce -4.5% | 20,480 | $1.9M |
| Sheets Smith Wealth Management | 0.23% | Reduce -35.7% | 19,983 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -16.9% | 19,864 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Reduce -12.5% | 19,751 | $1.9M |
| Crabel Capital Management, LLC | 2.00% | New | 19,716 | $1.8M |
| Ascentis Independent Advisors | 0.36% | Add +58.0% | 19,637 | $1.8M |
| MIdWestOne Financial Group, Inc. | 0.26% | Reduce -1.5% | 19,592 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +12.8% | 19,591 | $1.8M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.7% | 19,525 | $1.8M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Add +13.8% | 19,112 | $1.8M |
| Coordinated Financial Services, Inc. | 1.37% | — | 18,760 | $1.8M |
| Lion Street Advisors, LLC | 0.56% | Add +3.2% | 18,758 | $1.8M |
| M&T Bank Corp | 0.01% | Reduce -27.3% | 18,753 | $1.8M |
| Naples Global Advisors, LLC | 0.17% | Add +20.7% | 18,645 | $1.7M |
| RDA Financial Network | 0.52% | Reduce -12.3% | 18,491 | $1.7M |
| Lifelong Wealth Advisors, Inc. | 0.81% | Reduce -10.9% | 18,489 | $1.7M |
| Synergy Investment Management, LLC | 0.71% | Reduce -48.6% | 18,069 | $1.7M |
| Claro Advisors Inc. | 0.22% | Add +2.5% | 17,855 | $1.7M |
| Bingham Private Wealth, LLC | 1.73% | Add +1.5% | 17,807 | $1.7M |
| Western Wealth Management, LLC | 0.11% | Reduce -3.0% | 17,703 | $1.7M |
| Advisory Research Inc. | 0.29% | No change | 17,518 | $1.6M |
| Synovus Financial Corp. | 0.02% | Add +5.5% | 17,351 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -95.6% | 17,336 | $1.6M |
| Community Bank, N.A. | 0.22% | Add +2.5% | 17,256 | $1.6M |
| DMC Group, LLC | 1.32% | Reduce -13.3% | 17,251 | $1.6M |
| Cooper Financial Group | 0.21% | Add +22.2% | 17,046 | $1.6M |
| WealthPLAN Partners, LLC | 0.23% | Reduce -9.3% | 17,036 | $1.6M |
| Regimen Wealth, LLC | 0.51% | Add +0.0% | 17,005 | $1.6M |
| Keebeck Wealth Management | 0.23% | Add +20.1% | 16,762 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -16.9% | 16,735 | $1.6M |
| Ascentis Wealth Management, LLC | 0.50% | Reduce -3.1% | 16,662 | $1.6M |
| Trilogy Capital Inc. | 0.08% | Reduce -3.5% | 16,444 | $1.5M |
| Maia Wealth LLC | 0.35% | Reduce -12.4% | 16,601 | $1.5M |
| RHS Financial, LLC | 0.86% | Reduce -20.5% | 16,298 | $1.5M |
| Knights of Columbus Asset Advisors LLC | 0.10% | New | 16,100 | $1.5M |
| Farmers National Bank | 0.42% | Reduce -0.3% | 16,031 | $1.5M |
| Gateway Wealth Partners, LLC | 0.34% | Reduce -9.2% | 16,018 | $1.5M |
| GHP Investment Advisors, Inc. | 0.07% | Reduce -4.5% | 15,868 | $1.5M |
| Alteri Wealth LLC | 0.65% | Add +21.9% | 15,843 | $1.5M |
| Trivium Point Advisory, LLC | 0.18% | Add +39.0% | 15,737 | $1.5M |
| Silverlake Wealth Management LLC | 0.57% | Reduce -3.2% | 15,712 | $1.5M |
| Spire Wealth Management | 0.05% | Reduce -6.5% | 15,647 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.67% | Reduce -19.6% | 15,816 | $1.5M |
| Clearview Wealth Advisors LLC | 1.09% | Reduce -17.3% | 15,618 | $1.5M |
| Kilter Group LLC | 0.95% | Reduce -33.5% | 15,525 | $1.5M |
| Montecito Bank & Trust | 0.25% | Reduce -3.4% | 15,307 | $1.4M |
| Lakeshore Capital Group, Inc. | 1.37% | New | 15,171 | $1.4M |
| Concorde Asset Management, LLC | 0.76% | Reduce -17.0% | 15,247 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.66% | Reduce -0.1% | 14,829 | $1.4M |
| Emergent Wealth Advisors, LLC | 1.00% | Add +1.6% | 14,671 | $1.4M |
| Banque Pictet & Cie SA | 0.01% | Add +3.2% | 14,642 | $1.4M |
| Davis Wealth Advisors, LLC | 1.55% | Reduce -9.0% | 14,618 | $1.4M |
| Commerce Bank | 0.01% | Add +41.6% | 14,440 | $1.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Reduce -0.2% | 14,352 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -29.4% | 14,322 | $1.3M |
| Wealthgarden F.S. LLC | 1.29% | Reduce -2.3% | 14,298 | $1.3M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -1.4% | 14,285 | $1.3M |
| Arete Wealth Advisors, LLC | 0.10% | Add +1.2% | 14,142 | $1.3M |
| Firethorn Wealth Partners, LLC | 0.63% | Reduce -22.0% | 14,083 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.11% | Reduce -3.3% | 14,081 | $1.3M |
| Patten & Patten Inc. | 0.09% | Add +12.3% | 14,022 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -2.2% | 14,002 | $1.3M |
| Magnus Financial Group LLC | 0.13% | Reduce -5.4% | 13,993 | $1.3M |
| First Citizens Bank & Trust Co. | 0.03% | Add +11.9% | 13,905 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -75.9% | 13,719 | $1.3M |
| LifePlan Investment Advisors, Inc. | 0.74% | Add +13.3% | 13,707 | $1.3M |
| Optivise Advisory Services LLC | 0.72% | Reduce -5.9% | 13,707 | $1.3M |
| Fullcircle Wealth LLC | 0.52% | Reduce -10.4% | 13,568 | $1.3M |
| BOS Asset Management, LLC | 0.43% | Reduce -10.8% | 13,374 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Add +75.3% | 13,285 | $1.2M |
| Ocean Park Asset Management, LLC | 0.04% | New | 13,189 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -0.6% | 12,941 | $1.2M |
| NorthRock Partners, LLC | 0.04% | Add +5.8% | 12,944 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | Add +7.7% | 12,941 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.1% | 12,668 | $1.2M |
| J. W. Coons Advisors, LLC | 0.31% | No change | 12,634 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -35.3% | 12,598 | $1.2M |
| JGP Wealth Management, LLC | 0.16% | Add +8.4% | 12,565 | $1.2M |
| Lord & Richards Wealth Management, LLC | 1.33% | Add +13.3% | 12,533 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +15.0% | 12,354 | $1.2M |
| Diversified Enterprises, LLC | 0.10% | Add +10.5% | 12,262 | $1.1M |
| GWN Securities Inc. | 0.06% | Reduce -9.5% | 12,280 | $1.1M |
| Bush Investment Group, LLC | 0.86% | Reduce -10.4% | 12,174 | $1.1M |
| CAP Partners, LLC | 0.83% | Reduce -3.4% | 12,171 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +173.4% | 12,121 | $1.1M |
| Gotham Asset Management | 0.01% | Add +55.1% | 12,074 | $1.1M |
| BNP Paribas | 0.05% | No change | 12,000 | $1.1M |
| M1 Capital Management LLC | 0.70% | Reduce -19.7% | 11,953 | $1.1M |
| Brookwood Investment Group LLC | 0.19% | — | 11,951 | $1.1M |
| Sigma Planning Corp | 0.04% | Reduce -9.6% | 11,948 | $1.1M |
| Alterna Wealth Management, Inc. | 0.84% | Reduce -5.3% | 11,838 | $1.1M |
| Gen-Wealth Partners Inc | 0.46% | Add +3.4% | 11,818 | $1.1M |
| Perennial Investment Advisors, LLC | 0.12% | Add +0.9% | 11,750 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -10.3% | 11,746 | $1.1M |
| Wolverine Asset Management LLC | 0.08% | New | 11,401 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Reduce -25.8% | 11,378 | $1.1M |
| Fiduciary Trust Co | 0.01% | Add +3.4% | 11,222 | $1.1M |
| Invesco Ltd. | 0.00% | Reduce -55.2% | 11,167 | $1.0M |
| Spectrum Planning & Advisory Services Inc. | 0.87% | Reduce -70.5% | 11,153 | $1.0M |
| UMB Bank, n.a. | 0.02% | Reduce -2.0% | 11,151 | $1.0M |
| Mather Group, Llc. | 0.01% | Add +7.0% | 11,110 | $1.0M |
| Range Financial Group LLC | 0.46% | Add +1.0% | 11,088 | $1.0M |
| Tempus Wealth Planning, LLC | 0.31% | Reduce -8.4% | 10,992 | $1.0M |
| Resurgent Financial Advisors LLC | 0.61% | Reduce -10.2% | 10,766 | $1.0M |
| Summit Wealth Group, LLC | 0.29% | No change | 10,688 | $1.0M |
| Vernal Point Advisors, LLC | 0.66% | Reduce -44.5% | 10,545 | $989K |
| Venturi Wealth Management, LLC | 0.05% | Reduce -28.7% | 10,543 | $989K |
| RFG Advisory, LLC | 0.03% | Reduce -41.8% | 10,514 | $986K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -44.3% | 10,440 | $979K |
| OneAscent Financial Services LLC | 0.06% | Add +5.7% | 10,352 | $974K |
| Tudor Investment Corporation | 0.01% | New | 10,355 | $971K |
| RCS Financial Planning, LLC | 0.51% | Reduce -18.6% | 10,279 | $964K |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -9.7% | 10,202 | $957K |
| AQR Capital Management | 0.00% | Add +11.4% | 10,134 | $950K |
| Point72 Asset Management | 0.00% | No change | 10,000 | $938K |
| Vantage Financial Partners, LLC | 0.23% | Reduce -15.0% | 9,960 | $934K |
| Clarendon Private LLC | 0.98% | Reduce -0.1% | 9,949 | $933K |
| Pacific Financial Group Inc. | 0.74% | Add +4.1% | 9,841 | $923K |
| Pinnacle Bancorp, Inc. | 0.30% | Reduce -6.9% | 9,841 | $923K |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Reduce -13.6% | 9,820 | $921K |
| Koshinski Asset Management, Inc. | 0.08% | Add +16.5% | 9,760 | $915K |
| Sutton Place Investors LLC | 0.61% | Reduce -17.1% | 9,679 | $908K |
| Elios Financial Group Inc. | 0.44% | Add +0.3% | 9,594 | $900K |
| Natural Investments, LLC | 0.25% | Add +2.1% | 9,595 | $899K |
| Rosenberg Matthew Hamilton | 0.22% | Add +16.0% | 9,543 | $895K |
| FC Advisory LLC | 0.30% | Reduce -0.1% | 9,493 | $890K |
| Seed Wealth Management, Inc. | 0.72% | No change | 9,420 | $883K |
| Watershed Private Wealth LLC | 0.35% | Reduce -64.4% | 9,321 | $874K |
| Aprio Wealth Management, LLC | 0.11% | New | 9,223 | $865K |
| Freedom Investment Management, Inc. | 0.07% | Add +44.2% | 9,139 | $857K |
| Acropolis Investment Management, LLC | 0.05% | Reduce -9.7% | 9,128 | $856K |
| LexAurum Advisors, LLC | 0.16% | Reduce -2.2% | 9,006 | $845K |
| Delta Wealth Advisors LLC | 0.76% | Add +14.6% | 8,929 | $837K |
| Tidal Investments LLC | 0.01% | Reduce -32.4% | 8,774 | $823K |
| Carr Financial Group Corp | 0.27% | Add +27.2% | 8,707 | $817K |
| Two West Capital Advisors LLC | 0.68% | Reduce -21.1% | 8,875 | $816K |
| K2 Financial Inc. | 0.79% | Add +1.1% | 8,787 | $807K |
| Fourth Dimension Wealth, LLC | 0.39% | Reduce -4.2% | 8,582 | $805K |
| Savvy Advisors, Inc. | 0.08% | Add +251.3% | 8,515 | $799K |
| CoreCap Advisors, LLC | 0.04% | Add +93.9% | 8,467 | $794K |
| FSC Wealth Advisors, LLC | 0.52% | Add +48.5% | 8,452 | $793K |
| US Financial Advisors, LLC | 0.23% | Add +10.5% | 8,394 | $787K |
| SWS Partners | 0.26% | Reduce -10.4% | 8,343 | $782K |
| Summit Financial, LLC | 0.02% | Add +18.8% | 8,314 | $780K |
| Arax Advisory Partners | 0.05% | Reduce -13.7% | 8,246 | $773K |
| JT Stratford LLC | 0.14% | Add +10.0% | 8,242 | $773K |
| Legacy Edge Advisors, LLC | 0.12% | Add +20.4% | 8,170 | $766K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -7.1% | 8,127 | $762K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -1.1% | 8,106 | $760K |
| Barings LLC | 0.02% | No change | 8,100 | $760K |
| Legacy Capital Wealth Partners, LLC | 0.18% | Add +23.3% | 8,021 | $752K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +3.5% | 7,995 | $750K |
| Ade, LLC | 0.43% | Add +1.3% | 7,934 | $744K |
| Presidio Capital Management, LLC | 0.31% | Add +2.7% | 7,898 | $741K |
| Cadence Bank | 0.05% | New | 7,844 | $736K |
| PFG Investments, LLC | 0.05% | Add +0.3% | 7,806 | $732K |
| Florin Court Capital LLP | 0.76% | Reduce -40.9% | 7,800 | $731K |
| Diversified Portfolios, Inc. | 0.08% | Reduce -22.9% | 7,719 | $724K |
| Aspire Private Capital, LLC | 0.18% | Reduce -20.0% | 7,608 | $713K |
| Nwam LLC | 0.06% | Reduce -20.2% | 7,564 | $709K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -23.5% | 7,470 | $701K |
| Sovereign Financial Group, Inc. | 0.16% | Reduce -26.1% | 7,468 | $700K |
| Cornerstone Advisors Asset Management, LLC | 0.14% | New | 7,396 | $694K |
| 180 Wealth Advisors, LLC | 0.11% | Reduce -9.4% | 7,390 | $693K |
| Prospera Financial Services Inc | 0.02% | Reduce -16.8% | 7,345 | $691K |
| VestGen Investment Management | 0.52% | Reduce -17.1% | 7,354 | $690K |
| MSH Capital Advisors LLC | 0.21% | Add +108.6% | 7,162 | $672K |
| Bison Wealth, LLC | 0.06% | Reduce -22.6% | 7,144 | $670K |
| TD Private Client Wealth LLC | 0.02% | Add +34.9% | 7,142 | $670K |
| New Century Financial Group, LLC | 0.77% | Reduce -62.5% | 7,135 | $669K |
| Marks Group Wealth Management, Inc | 0.06% | New | 7,124 | $668K |
| Cypress Capital, LLC | 0.19% | Reduce -2.3% | 7,030 | $659K |
| Latitude Advisors, LLC | 0.38% | Add +1.9% | 7,028 | $659K |
| Annandale Capital, LLC | 0.12% | Reduce -0.9% | 7,011 | $657K |
| Beacon Financial Advisory LLC | 0.20% | Reduce -9.4% | 6,989 | $655K |
| Stephens Inc. | 0.01% | Reduce -65.6% | 6,915 | $648K |
| Retirement Wealth Solutions LLC | 0.52% | Reduce -10.9% | 6,892 | $646K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +391.2% | 6,882 | $645K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -25.0% | 6,846 | $642K |
| NBT Bank, N.A. | 0.05% | Reduce -19.5% | 6,806 | $638K |
| Blair William & Co. | 0.00% | Reduce -10.7% | 6,790 | $637K |
| DAVENPORT & Co LLC | 0.00% | Add +49.5% | 6,709 | $629K |
| Trinity Wealth Management, LLC | 0.29% | Reduce -16.6% | 6,693 | $628K |
| Signet Financial Management, LLC | 0.08% | Reduce -18.1% | 6,670 | $625K |
| Israel Discount Bank of New York | 0.48% | Reduce -29.2% | 6,600 | $619K |
| Mach-1 Financial Group, LLC | 0.19% | New | 6,598 | $619K |
| VestGen Advisors, LLC | 0.03% | — | 6,585 | $618K |
| Bell Investment Advisors, Inc | 0.11% | Add +4.5% | 6,569 | $616K |
| Central Bank & Trust Co. | 0.10% | Add +26.7% | 6,547 | $614K |
| Narus Financial Partners, LLC | 0.21% | Add +3.8% | 6,522 | $612K |
| Heritage Family Offices, LLP | 0.31% | Add +20.8% | 6,432 | $603K |
| Rede Wealth, LLC | 0.21% | Reduce -1.5% | 6,429 | $603K |
| Sowell Financial Services LLC | 0.03% | New | 6,418 | $602K |
| Patten Group, Inc. | 0.14% | Add +101.3% | 6,411 | $601K |
| Birch Financial Group, LLC | 0.53% | Add +134.9% | 6,333 | $594K |
| Victory Financial Group, LLC | 0.11% | Add +53.8% | 6,209 | $582K |
| New England Asset Management Inc. | 0.10% | No change | 6,199 | $581K |
| MJT & Associates Financial Advisory Group, Inc. | 0.56% | — | 6,169 | $579K |
| Quartz Partners, LLC | 0.35% | Add +2.2% | 6,161 | $578K |
| International Assets Investment Management, LLC | 0.05% | Reduce -17.6% | 6,152 | $577K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -96.6% | 6,148 | $577K |
| Absolute Capital Management, LLC | 0.33% | Reduce -19.3% | 6,125 | $574K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -43.6% | 6,096 | $571K |
| Hutchens & Kramer Investment Management Group, LLC | 0.31% | Reduce -20.9% | 5,959 | $559K |
| Hobbs Wealth Management, LLC | 0.62% | Reduce -25.5% | 5,950 | $558K |
| Mgo One Seven LLC | 0.02% | Add +10.0% | 5,903 | $554K |
| GeoWealth Management, LLC | 0.02% | Reduce -31.9% | 5,884 | $552K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.7% | 5,883 | $552K |
| Droms Strauss Advisors Inc. /Mo/ | 0.19% | Add +59.9% | 5,839 | $548K |
| OMNI 360 Wealth, Inc. | 0.36% | Add +5.0% | 5,788 | $543K |
| Empirical Asset Management, LLC | 0.18% | Add +15.0% | 5,737 | $538K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 5,724 | $537K |
| Schmidt P J Investment Management Inc. | 0.10% | Add +38.5% | 5,675 | $532K |
| Novus Advisors, LLC | 0.53% | Add +3.7% | 5,633 | $528K |
| Prelude Capital Management, LLC | 0.05% | New | 5,601 | $525K |
| W Advisors, LLC | 0.33% | Reduce -1.1% | 5,574 | $523K |
| Evergreen Capital Management LLC | 0.02% | No change | 5,570 | $522K |
| Transce3nd, LLC | 0.23% | Add +0.1% | 5,542 | $520K |
| Legacy Capital Group California, Inc. | 0.18% | Add +2.2% | 5,495 | $515K |
| Merkkuri Wealth Advisors LLC | 0.43% | Reduce -23.6% | 5,404 | $507K |
| Two Sigma Securities, LLC | 0.08% | New | 5,385 | $505K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -3.1% | 5,314 | $498K |
| Novem Group | 0.07% | Add +167.8% | 5,300 | $497K |
| Successful Portfolios LLC | 0.34% | Add +0.3% | 5,286 | $496K |
| 1900 Wealth Management LLC | 0.04% | Reduce -4.9% | 5,269 | $494K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -95.1% | 5,194 | $487K |
| Financial Enhancement Group LLC | 0.08% | Reduce -2.0% | 5,271 | $485K |
| Keel Point, LLC | 0.04% | Add +3.4% | 5,041 | $473K |
| Evolution Wealth Advisors, LLC | 0.08% | No change | 5,000 | $469K |
| AdvisorNet Financial, Inc | 0.03% | Add +4.4% | 4,918 | $461K |
| TRUE Private Wealth Advisors | 0.06% | Reduce -50.7% | 4,886 | $458K |
| Avantra Family Wealth, Inc. | 0.44% | Reduce -6.2% | 4,872 | $457K |
| Adams Wealth Management | 0.09% | Add +1.9% | 4,861 | $456K |
| CacheTech Inc. | 0.09% | Add +1.9% | 4,861 | $456K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -17.5% | 4,848 | $455K |
| Fairvoy Private Wealth, LLC | 0.12% | Reduce -3.9% | 4,846 | $454K |
| Moneco Advisors, LLC | 0.05% | Add +12.2% | 4,833 | $453K |
| Greenwich Wealth Management LLC | 0.03% | New | 4,821 | $452K |
| Pure Financial Advisors, LLC | 0.01% | New | 4,731 | $444K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -16.6% | 4,697 | $441K |
| Ehrlich Financial Group | 0.32% | No change | 4,657 | $437K |
| Catalina Capital Group, LLC | 0.29% | Reduce -20.8% | 4,586 | $430K |
| ONE Advisory Partners, LLC | 0.18% | Reduce -8.0% | 4,484 | $421K |
| Pinnacle Family Advisors, LLC | 0.23% | Reduce -10.6% | 4,480 | $420K |
| Cary Street Partners Investment Advisory LLC | 0.24% | Reduce -0.4% | 4,438 | $416K |
| Western Financial Corp | 0.24% | Reduce -17.9% | 4,418 | $414K |
| World Equity Group, Inc. | 0.12% | Reduce -16.2% | 4,404 | $413K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -10.0% | 4,353 | $408K |
| WealthTrak Capital Management LLC | 0.35% | Reduce -20.3% | 4,348 | $408K |
| Venture Visionary Partners LLC | 0.02% | Reduce -6.0% | 4,325 | $406K |
| FineMark National Bank & Trust | 0.01% | Reduce -18.4% | 4,319 | $405K |
| Ameriflex Group, Inc. | 0.16% | Reduce -5.2% | 4,234 | $397K |
| Financial Sense Advisors, Inc. | 0.11% | Reduce -1.1% | 4,184 | $392K |
| Flagstar Securities, Inc. | 0.10% | Add +10.2% | 4,145 | $389K |
| BridgePort Financial Solutions, LLC | 0.18% | Reduce -1.5% | 4,142 | $388K |
| Financial Freedom, LLC | 0.22% | Add +0.7% | 4,116 | $386K |
| Friedenthal Financial | 0.23% | Reduce -18.1% | 4,095 | $384K |
| StoneX Group Inc. | 0.02% | Add +7.0% | 4,037 | $379K |
| International Private Wealth Advisors LLC | 0.36% | Reduce -0.0% | 4,006 | $376K |
| Golden State Wealth Management, LLC | 0.06% | Add +54.6% | 3,994 | $375K |
| Advisory Alpha, LLC | 0.01% | Reduce -32.5% | 3,988 | $374K |
| Americana Partners, LLC | 0.01% | Reduce -8.3% | 3,967 | $372K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +37.4% | 3,935 | $369K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.8% | 3,929 | $369K |
| Cibc World Markets Corp. | 0.00% | Reduce -0.7% | 3,891 | $365K |
| Comprehensive Money Management Services LLC | 0.29% | Add +10.5% | 3,883 | $364K |
| Financial Counselors Inc. | 0.01% | Add +0.7% | 3,825 | $359K |
| KPP Advisory Services LLC | 0.07% | Add +8.5% | 3,784 | $355K |
| LongView Wealth Management | 0.11% | Add +9.5% | 3,784 | $355K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -4.5% | 3,776 | $354K |
| PFG Advisors | 0.02% | Reduce -38.0% | 3,759 | $353K |
| Continuum Advisory, LLC | 0.05% | Add +6.6% | 3,755 | $352K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +5.5% | 3,745 | $351K |
| IVC Wealth Advisors LLC | 0.19% | Reduce -4.4% | 3,683 | $345K |
| Calton & Associates, Inc. | 0.08% | New | 3,671 | $344K |
| Heritage Oak Wealth Advisors LLC | 0.15% | Reduce -8.8% | 3,631 | $341K |
| Petix & Botte Co | 0.09% | Add +1.9% | 3,627 | $340K |
| Founders Financial Securities LLC | 0.03% | New | 3,633 | $340K |
| MKT Advisors LLC | 0.16% | Reduce -30.3% | 3,621 | $337K |
| Eagle Global Advisors LLC | 0.01% | Reduce -3.2% | 3,592 | $337K |
| F/m Investments LLC | 0.01% | Add +16.0% | 3,575 | $335K |
| Vantage Point Financial LLC | 0.17% | Add +21.3% | 3,559 | $334K |
| MMBG Investment Advisors Co. | 0.04% | No change | 3,551 | $333K |
| Fiduciary Alliance LLC | 0.03% | New | 3,532 | $331K |
| Raffa Wealth Management, LLC | 0.08% | No change | 3,519 | $330K |
| Madison Asset Management, LLC | 0.00% | No change | 3,519 | $330K |
| Monetary Management Group Inc. | 0.09% | No change | 3,500 | $328K |
| WMG Financial Advisors, LLC | 0.14% | Reduce -6.6% | 3,448 | $323K |
| Clark Asset Management, LLC | 0.05% | Reduce -4.7% | 3,431 | $322K |
| BCS Wealth Management | 0.08% | No change | 3,421 | $321K |
| Windward Private Wealth Management Inc. | 0.12% | Reduce -0.3% | 3,386 | $318K |
| Berger Financial Group, Inc | 0.02% | Add +7.6% | 3,359 | $315K |
| Matauro, LLC | 0.06% | Reduce -22.3% | 3,319 | $311K |
| Certus Wealth Management, LLC | 0.21% | Reduce -18.4% | 3,366 | $310K |
| City State Bank | 0.10% | No change | 3,307 | $310K |
| Principal Financial Group Inc. | 0.00% | Add +0.5% | 3,308 | $310K |
| Whittier Trust Co. | 0.00% | Add +26.8% | 3,289 | $308K |
| Legacy Private Trust Co. | 0.02% | No change | 3,285 | $308K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +13.5% | 3,263 | $306K |
| HB Wealth Management, LLC | 0.00% | Reduce -26.1% | 3,232 | $303K |
| Wealthedge Investment Advisors, LLC | 0.14% | Reduce -36.4% | 3,213 | $301K |
| Angeles Investment Advisors, LLC | 0.02% | No change | 3,200 | $300K |
| Ifrah Financial Services, Inc. | 0.09% | Add +3.0% | 3,161 | $296K |
| Nvwm, LLC | 0.08% | New | 3,112 | $292K |
| Lanark Financial, Inc. | 0.02% | — | 3,095 | $290K |
| Algorithmic Investment Models, LLC | 0.21% | Reduce -0.6% | 3,063 | $287K |
| Market Street Wealth Management Advisors LLC | 0.05% | Reduce -10.9% | 3,045 | $286K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -51.0% | 3,041 | $284K |
| Clearstead Advisors, LLC | 0.00% | Add +13.4% | 3,023 | $283K |
| RTD Financial Advisors, Inc. | 0.04% | Reduce -19.7% | 3,011 | $282K |
| Bramshill Investments, LLC | 0.03% | New | 3,003 | $282K |
| Argent Trust Co | 0.01% | Reduce -3.7% | 2,995 | $281K |
| Caliber Wealth Management, LLC / KS | 0.04% | — | 2,984 | $280K |
| Cidel Asset Management Inc. | 0.02% | New | 2,950 | $277K |
| First Citizens Asset Management, Inc. | 0.11% | Reduce -3.2% | 2,934 | $275K |
| C2C Wealth Management, LLC | 0.26% | Reduce -3.0% | 2,924 | $274K |
| Fifth Third Bancorp | 0.00% | Add +78.5% | 2,915 | $273K |
| Trustmark Bank Trust Department | 0.02% | New | 2,883 | $270K |
| GatePass Capital, LLC | 0.20% | Add +4.1% | 2,880 | $270K |
| Moneda S.A. Administradora General de Fondos | 0.29% | No change | 2,873 | $269K |
| Horizon Investments, LLC | 0.01% | Add +64.5% | 2,890 | $269K |
| Valmark Advisers, Inc. | 0.00% | Reduce -8.5% | 2,867 | $269K |
| Midwest Heritage Bank, FSB | 0.11% | Reduce -22.3% | 2,866 | $269K |
| Global Financial Private Client, LLC | 0.10% | Reduce -9.9% | 2,856 | $268K |
| Eq LLC | 0.12% | Reduce -10.9% | 2,803 | $263K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -6.8% | 2,749 | $258K |
| Avior Wealth Management, LLC | 0.01% | Add +0.7% | 2,744 | $257K |
| Parsons Capital Management Inc. | 0.01% | Reduce -17.2% | 2,740 | $257K |
| Blalock Williams, LLC | 0.28% | Reduce -15.1% | 2,691 | $252K |
| May Hill Capital, LLC | 0.09% | New | 2,658 | $249K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | Reduce -47.3% | 2,606 | $244K |
| Cape Investment Advisory, Inc. | 0.10% | Add +49.7% | 2,595 | $243K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -98.2% | 2,583 | $242K |
| LVW Advisors, LLC | 0.03% | Reduce -96.6% | 2,582 | $242K |
| Waverly Advisors, LLC | 0.00% | Reduce -8.9% | 2,566 | $241K |
| Hillsdale Investment Management Inc. | 0.01% | New | 2,550 | $239K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 2,539 | $238K |
| Talisman Wealth Advisors LLC | 0.24% | Reduce -14.1% | 2,535 | $238K |
| Empower Advisory Group, LLC | 0.00% | New | 2,514 | $236K |
| Vident Advisory, LLC | 0.00% | No change | 2,508 | $235K |
| Fulcrum Equity Management | 0.26% | Reduce -27.3% | 2,505 | $235K |
| Retirement Capital Strategies | 0.09% | New | 2,504 | $235K |
| Essex Bank | 0.06% | New | 2,489 | $233K |
| Gryphon Financial Partners LLC | 0.03% | New | 2,487 | $233K |
| Enterprise Bank & Trust Co | 0.09% | No change | 2,485 | $233K |
| Larson Financial Group LLC | 0.01% | Reduce -45.8% | 2,475 | $232K |
| Disciplined Investors, L.L.C. | 0.21% | Reduce -0.8% | 2,473 | $232K |
| Connecticut Wealth Management, LLC | 0.01% | New | 2,465 | $231K |
| Pinkerton Wealth, LLC | 0.03% | New | 2,461 | $231K |
| Yoffe Investment Management, LLC | 0.34% | No change | 2,458 | $231K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -19.2% | 2,441 | $229K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -5.1% | 2,440 | $229K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -0.8% | 2,430 | $228K |
| Breakwater Capital Group | 0.04% | Reduce -15.1% | 2,430 | $228K |
| Veltria Advisors Corp. | 0.15% | New | 2,423 | $227K |
| Ignite Planners, LLC | 0.04% | Reduce -1.4% | 2,439 | $227K |
| Auour Investments LLC | 0.08% | Add +3.0% | 2,411 | $226K |
| Orleans Capital Management Corp. | 0.13% | No change | 2,393 | $224K |
| New Republic Capital, LLC | 0.10% | Reduce -25.3% | 2,342 | $220K |
| Kelly Financial Group LLC | 0.07% | Add +4.8% | 2,325 | $218K |
| Paces Ferry Wealth Advisors, LLC | 0.11% | Add +5.4% | 2,308 | $216K |
| Heritage Wealth Partners, LLC | 0.33% | New | 2,307 | $216K |
| BIP Wealth, LLC | 0.01% | Reduce -14.5% | 2,302 | $216K |
| Intellectus Partners, LLC | 0.05% | No change | 2,300 | $216K |
| HBW Advisory Services LLC | 0.03% | Reduce -22.8% | 2,298 | $215K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -14.9% | 2,290 | $215K |
| KDK Private Wealth Management, LLC | 0.24% | Add +0.0% | 2,304 | $214K |
| Virtue Capital Management, LLC | 0.03% | New | 2,283 | $214K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -7.7% | 2,294 | $214K |
| Magnolia Capital Advisors LLC | 0.06% | No change | 2,221 | $208K |
| Sound Income Strategies, LLC | 0.01% | Add +7.4% | 2,214 | $208K |
| Lake Street Private Wealth, LLC | 0.03% | Reduce -2.0% | 2,209 | $207K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -44.6% | 2,249 | $207K |
| Savant Capital, LLC | 0.00% | New | 2,192 | $206K |
| Bulltick Wealth Management, LLC | 0.05% | New | 2,172 | $204K |
| FLP Wealth Management, LLC | 0.65% | Reduce -12.2% | 2,168 | $203K |
| Regions Financial Corp. | 0.00% | New | 2,166 | $203K |
| United Advisor Group, LLC | 0.04% | Reduce -43.1% | 2,156 | $202K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -56.0% | 2,137 | $200K |
| Silver Oak Securities, Incorporated | 0.02% | New | 2,100 | $197K |
| Rice Partnership, LLC | 0.04% | Reduce -16.6% | 1,950 | $183K |
| Independence Bank of Kentucky | 0.03% | Reduce -3.7% | 1,906 | $179K |
| Deutsche Bank AG | 0.00% | No change | 1,906 | $179K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.7% | 1,790 | $168K |
| Rialto Wealth Management, LLC | 0.05% | Add +18.2% | 1,756 | $165K |
| Prestige Wealth Management Group LLC | 0.04% | No change | 1,750 | $164K |
| Richardson Financial Services Inc. | 0.12% | Reduce -16.3% | 1,716 | $161K |
| Caldwell Trust Co | 0.02% | Reduce -3.5% | 1,698 | $159K |
| Colonial Trust Co / SC | 0.02% | Reduce -4.8% | 1,670 | $157K |
| PSI Advisors, LLC | 0.05% | Reduce -19.4% | 1,657 | $155K |
| Fairway Wealth LLC | 0.05% | No change | 1,570 | $147K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -36.9% | 1,541 | $145K |
| Signaturefd, LLC | 0.00% | Reduce -1.1% | 1,453 | $136K |
| Tidemark, LLC | 0.05% | Add +1.7% | 1,411 | $132K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +33.4% | 1,314 | $123K |
| Abound Wealth Management | 0.04% | New | 1,225 | $115K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.3% | 1,218 | $114K |
| Harbor Capital Advisors, Inc. | 0.01% | New | 1,189 | $112K |
| WPG Advisers, LLC | 0.10% | Reduce -9.8% | 1,183 | $111K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | New | 1,015 | $95K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.5% | 971 | $91K |
| Cornerstone Planning Group LLC | 0.02% | Add +2.1% | 980 | $91K |
| Capital A Wealth Management, LLC | 0.09% | Reduce -72.8% | 941 | $88K |
| Advyzon Investment Management, LLC | 0.03% | New | 895 | $84K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 875 | $82K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 870 | $82K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | Reduce -84.6% | 834 | $78K |
| Zions Bancorporation, National Association | 0.00% | — | 783 | $73K |
| YANKCOM Partnership | 0.04% | New | 761 | $71K |
| Bokf, NA | 0.00% | Reduce -43.6% | 754 | $71K |
| Rossby Financial, LCC | 0.03% | New | 744 | $69K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -62.7% | 702 | $66K |
| National Bank of Canada | 0.00% | New | 698 | $65K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -15.7% | 669 | $63K |
| First PREMIER Bank | 0.02% | New | 665 | $62K |
| AllSquare Wealth Management LLC | 0.04% | No change | 656 | $62K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -55.4% | 628 | $59K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 612 | $57K |
| Opal Wealth Advisors, LLC | 0.02% | New | 603 | $57K |
| Tucker Asset Management LLC | 0.02% | Reduce -11.5% | 593 | $56K |
| REAP Financial Group, LLC | 0.01% | No change | 588 | $55K |
| Arlington Trust Co LLC | 0.01% | No change | 570 | $53K |
| Wood Tarver Financial Group, LLC | 0.02% | Reduce -51.4% | 566 | $53K |
| CENTRAL TRUST Co | 0.00% | Reduce -13.2% | 560 | $53K |
| Templeton & Phillips Capital Management, LLC | 0.04% | No change | 553 | $52K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | New | 517 | $48K |
| Creekmur Asset Management LLC | 0.01% | New | 511 | $48K |
| ORG Partners LLC | 0.01% | Reduce -97.8% | 481 | $45K |
| Keystone Global Partners, LLC | 0.03% | — | 478 | $45K |
| Garde Capital, Inc. | 0.00% | New | 460 | $43K |
| Phillips Financial Management, LLC | 0.00% | No change | 450 | $42K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Add +68.7% | 442 | $41K |
| Rothschild Investment LLC | 0.00% | Add +0.7% | 439 | $41K |
| Key Financial Inc | 0.01% | Add +0.5% | 434 | $41K |
| MorganRosel Wealth Management, LLC | 0.01% | New | 409 | $38K |
| McIlrath & Eck, LLC | 0.00% | Add +128.5% | 409 | $38K |
| Thompson Investment Management, Inc. | 0.01% | No change | 395 | $37K |
| Truvestments Capital LLC | 0.01% | Reduce -1.8% | 391 | $37K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 380 | $36K |
| Aventura Private Wealth, LLC | 0.02% | No change | 377 | $35K |
| Flaharty Asset Management, LLC | 0.00% | New | 359 | $34K |
| Duncker Streett & Co. Inc. | 0.01% | Reduce -10.5% | 350 | $33K |
| Godsey & Gibb, Inc. | 0.00% | No change | 349 | $33K |
| Beacon Capital Management, LLC | 0.00% | Reduce -0.6% | 340 | $32K |
| Headlands Technologies LLC | 0.00% | New | 328 | $31K |
| Curat Global, LLC | 0.04% | — | 325 | $30K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 325 | $30K |
| Tompkins Financial Corp. | 0.00% | Add +51.7% | 320 | $30K |
| IMG Wealth Management, Inc. | 0.03% | New | 315 | $30K |
| Wayfinding Financial, LLC | 0.01% | Reduce -87.7% | 316 | $29K |
| Parkside Financial Bank & Trust | 0.00% | New | 291 | $27K |
| Eastern Bank | 0.00% | No change | 279 | $26K |
| MCF Advisors LLC | 0.00% | No change | 277 | $26K |
| Concord Wealth Partners | 0.00% | No change | 273 | $26K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 270 | $25K |
| Realta Investment Advisors | 0.01% | Add +55.0% | 262 | $25K |
| Kiker Wealth Management, LLC | 0.02% | Add +188.8% | 257 | $24K |
| Westside Investment Management, Inc. | 0.00% | New | 246 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.8% | 245 | $23K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 241 | $23K |
| Hughes Financial Services, LLC | 0.00% | New | 231 | $22K |
| North Capital, Inc. | 0.02% | — | 222 | $21K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +1576.9% | 218 | $20K |
| Citizens National Bank Trust Department | 0.00% | New | 218 | $20K |
| Bellwether Advisors, LLC | 0.00% | No change | 208 | $20K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 200 | $19K |
| Towne Trust Company, N.A | 0.01% | No change | 196 | $18K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -1.5% | 196 | $18K |
| LGT Financial Advisors LLC | 0.06% | Add +1.0% | 196 | $18K |
| Clark Wealth Partners | 0.01% | New | 189 | $18K |
| Whipplewood Advisors, LLC | 0.01% | Add +5417.7% | 3,421 | $17K |
| VSM Wealth Advisory, LLC | 0.01% | New | 183 | $17K |
| Byrne Asset Management LLC | 0.01% | New | 168 | $16K |
| Dogwood Wealth Management LLC | 0.01% | No change | 168 | $16K |
| Archer Investment Corp | 0.00% | Reduce -31.9% | 160 | $15K |
| Tsfg, LLC | 0.00% | No change | 162 | $15K |
| 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 |
| Hantz Financial Services, Inc. | 0.00% | Add +5.7% | 149 | $14K |
| Center for Financial Planning, Inc. | 0.00% | New | 147 | $14K |
| BankPlus Trust Department | 0.00% | No change | 145 | $14K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1300.0% | 140 | $13K |
| American National Bank & Trust | 0.00% | No change | 124 | $12K |
| Park Square Financial Group, LLC | 0.01% | Reduce -45.7% | 121 | $11K |
| Breakwater Investment Management | 0.00% | No change | 119 | $11K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +940.0% | 104 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -85.4% | 103 | $10K |
| AlphaCore Capital LLC | 0.00% | New | 103 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $9K |
| Howe & Rusling Inc. | 0.00% | Reduce -43.4% | 99 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -27.6% | 97 | $9K |
| Cooksen Wealth, LLC | 0.01% | New | 98 | $9K |
| Coston, McIsaac & Partners | 0.00% | New | 96 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 93 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 92 | $9K |
| Global Wealth Strategies & Associates | 0.00% | Add +0.0% | 90 | $8K |
| Morris Financial Concepts, Inc. | 0.00% | New | 72 | $7K |
| Elequin Capital, LP | 0.00% | Reduce -96.4% | 71 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 69 | $6K |
| Mattson Financial Services, LLC | 0.00% | Reduce -55.8% | 69 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 70 | $6K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 65 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 73 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 62 | $6K |
| Consultiva Wealth Management, Corp. | 0.02% | No change | 61 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 60 | $6K |
| FSA Wealth Management LLC | 0.00% | Reduce -38.8% | 60 | $6K |
| EPG Wealth Management LLC | 0.00% | No change | 57 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 57 | $5K |
| Bfsg, LLC | 0.00% | No change | 55 | $5K |
| Murphy & Mullick Capital Management Corp | 0.00% | New | 50 | $5K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 50 | $5K |
| NFSG Corp | 0.00% | No change | 44 | $4K |
| Sandy Spring Bank | 0.00% | No change | 40 | $4K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -85.0% | 38 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | New | 37 | $3K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 34 | $3K |
| Chesapeake Asset Management LLC | 0.00% | No change | 34 | $3K |
| WFA Asset Management Corp | 0.00% | New | 34 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +3.2% | 32 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $3K |
| West Paces Advisors Inc. | 0.00% | New | 28 | $3K |
| Register Financial Advisors LLC | 0.00% | New | 24 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 24 | $2K |
| Investors Research Corp | 0.00% | No change | 23 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 21 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 21 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 20 | $2K |
| Olistico Wealth, LLC | 0.00% | New | 16 | $2K |
| Eukles Asset Management | 0.00% | No change | 14 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 14 | $1K |
| Bogart Wealth, LLC | 0.00% | Reduce -61.1% | 14 | $1K |
| Affinity Wealth LLC | 0.00% | No change | 12 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | New | 12 | $1K |
| FWL Investment Management, LLC | 0.00% | New | 11 | $1K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -69.4% | 11 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -90.8% | 10 | $938 |
| Darwin Wealth Management, LLC | 0.00% | No change | 4 | $366 |
| Cheviot Value Management, LLC | 0.00% | New | 3 | $277 |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.