iShares MBS ETFMBBETF
13F holders, Q2 2025 (June 30)942holders +5
82new positions
83sold out
4famous investors
$93.86avg. 13F price*
At the end of Q2 2025, 942 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, up 5 from Q1 2025. 82 opened new positions and 83 sold out. The largest holders were Bank of America Corp. ($6.0B), JPMorgan Chase & Co. ($4.7B) and Envestnet Asset Management Inc. ($2.5B). 4 famous investors held it, including Ken Fisher (0.8% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $540.0M |
| Exits | 83 | $169.9M |
All 13F filers, Q1 2025 → Q2 2025: 37,009,642 shares bought and 11,447,457 shares sold, net +25,562,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 942 holders
| Bank of America Corp. | 0.49% | Add +2.9% | 64,329,626 | $6.0B |
| JPMorgan Chase & Co. | 0.33% | Reduce -0.5% | 50,495,054 | $4.7B |
| Envestnet Asset Management Inc. | 0.73% | Add +0.6% | 26,767,449 | $2.5B |
| LPL Financial LLC | 0.79% | Add +4.5% | 25,351,019 | $2.4B |
| Tiaa Trust, National Association | 5.85% | Add +349.3% | 23,964,909 | $2.2B |
| Fisher Asset Management | 0.79% | Add +1.2% | 21,297,627 | $2.0B |
| Ameriprise Financial Inc. | 0.32% | Reduce -1.8% | 14,005,560 | $1.3B |
| Morgan Stanley | 0.06% | Add +9.4% | 9,190,226 | $862.9M |
| Barclays PLC | 0.16% | New | 4,310,047 | $404.7M |
| Stifel Financial Corp. | 0.36% | Add +6.8% | 3,970,996 | $372.8M |
| Truist Financial Corp. | 0.50% | Reduce -0.1% | 3,648,836 | $342.6M |
| Allworth Financial LP | 1.40% | Add +1.6% | 3,101,316 | $291.2M |
| Bank of New York Mellon Corp | 0.05% | Reduce -3.4% | 3,068,934 | $288.1M |
| PNC Financial Services Group, Inc. | 0.18% | Reduce -0.8% | 2,916,723 | $273.9M |
| Royal Bank of Canada | 0.05% | Add +65.6% | 2,869,531 | $269.4M |
| Renaissancere Holdings Ltd. | 41.88% | No change | 2,855,431 | $268.1M |
| Wells Fargo & Company | 0.05% | Add +1.4% | 2,580,987 | $242.3M |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 2,318,040 | $217.6M |
| State of Tennessee, Department of Treasury | 0.76% | Reduce -52.5% | 2,269,439 | $213.1M |
| Cwm, LLC | 0.64% | Reduce -4.1% | 1,937,822 | $181.9M |
| Sei Investments Co. | 0.21% | Reduce -5.5% | 1,935,421 | $181.7M |
| MML Investors Services, LLC | 0.52% | Add +5.3% | 1,909,544 | $179.3M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Reduce -9.3% | 1,887,625 | $177.2M |
| Cetera Investment Advisers | 0.30% | Add +0.3% | 1,869,787 | $175.6M |
| Midland Wealth Advisors, LLC | 9.64% | Add +1.8% | 1,857,285 | $174.4M |
| Composition Wealth, LLC | 2.91% | Add +10.1% | 1,845,989 | $173.3M |
| UBS Group AG | 0.03% | Reduce -29.3% | 1,716,186 | $161.1M |
| Raymond James Financial Inc. | 0.05% | Add +8.9% | 1,548,462 | $145.4M |
| OneDigital Investment Advisors LLC | 1.61% | Reduce -0.2% | 1,543,909 | $145.0M |
| Quotient Wealth Partners, LLC | 4.12% | Add +2.4% | 1,492,641 | $140.1M |
| Dynasty Wealth Management, LLC | 2.38% | Reduce -2.1% | 1,488,220 | $139.7M |
| Prudential Financial Inc. | 0.18% | Add +10569.3% | 1,463,719 | $137.4M |
| Bridgewater Associates | 0.55% | Add +0.9% | 1,460,200 | $137.1M |
| Bessemer Group Inc. | 0.21% | Reduce -0.1% | 1,400,265 | $131.5M |
| Money Design Co.,Ltd. | 6.44% | Add +4.7% | 1,390,916 | $130.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.45% | Add +82.0% | 1,373,804 | $129.0M |
| Park Avenue Securities LLC | 1.15% | Reduce -0.3% | 1,327,842 | $124.7M |
| United Capital Financial Advisors, LLC | 0.97% | Reduce -3.2% | 1,276,906 | $119.9M |
| Bank of Montreal | 0.06% | Add +7.2% | 1,260,829 | $118.4M |
| Blue Trust, Inc. | 1.38% | Reduce -1.6% | 1,243,071 | $116.7M |
| Hancock Whitney Corp. | 2.22% | Reduce -2.2% | 1,234,811 | $115.9M |
| Janney Montgomery Scott LLC | 0.30% | Reduce -2.1% | 1,223,042 | $114.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +1.2% | 1,160,057 | $108.9M |
| Merit Financial Group, LLC | 1.19% | Add +6.1% | 1,139,622 | $107.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -1.2% | 1,040,098 | $97.7M |
| Assetmark, Inc. | 0.23% | Add +25.7% | 1,037,313 | $97.4M |
| Asset Management One Co., Ltd. | 0.28% | Reduce -3.6% | 962,798 | $90.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.51% | Add +2.0% | 960,195 | $90.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.21% | No change | 975,687 | $87.6M |
| Sensible Financial Planning & Management, LLC. | 13.16% | Add +7.0% | 738,128 | $69.3M |
| Evoke Wealth, LLC | 1.55% | Add +4.2% | 704,392 | $66.1M |
| NorthCoast Asset Management LLC | 0.28% | Reduce -8.3% | 703,159 | $66.0M |
| Avidian Wealth Enterprises, LLC | 2.62% | Add +4.2% | 685,940 | $64.4M |
| Alliancebernstein L.P. | 0.02% | Add +1.7% | 675,910 | $63.5M |
| Mill Creek Capital Advisors, LLC | 1.37% | Add +27.1% | 657,253 | $61.7M |
| NewEdge Advisors, LLC | 0.31% | Add +8.3% | 649,770 | $61.0M |
| Commonwealth Equity Services, LLC | 0.08% | Add +11.9% | 641,703 | $60.3M |
| CIBC Asset Management Inc | 0.18% | Add +8.6% | 625,969 | $58.8M |
| Rockland Trust Co. | 2.75% | Add +0.5% | 601,543 | $56.5M |
| State of Michigan Retirement System | 0.29% | No change | 600,000 | $56.3M |
| Allianz Asset Management GmbH | 0.07% | Add +2.2% | 584,393 | $54.9M |
| Willis Johnson & Associates, Inc. | 3.70% | Add +2.2% | 579,796 | $54.4M |
| Nottingham Advisors, Inc. | 7.91% | Add +8.8% | 567,701 | $53.3M |
| State of New Jersey Common Pension Fund D | 0.20% | No change | 550,000 | $51.6M |
| Constellation Investments, Inc. | 2.38% | No change | 548,000 | $51.5M |
| Osaic Holdings, Inc. | 0.09% | Add +45.2% | 525,871 | $49.4M |
| Korea Investment CORP | 0.10% | No change | 500,000 | $46.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.11% | Reduce -4.5% | 492,986 | $46.3M |
| Lutz Financial Services LLC | 3.58% | Add +1.8% | 490,415 | $46.0M |
| SkyView Investment Advisors, LLC | 6.57% | Add +0.8% | 489,413 | $45.8M |
| Kestra Investment Management, LLC | 1.37% | Add +8.0% | 479,901 | $45.1M |
| AE Wealth Management LLC | 0.32% | Add +7.7% | 470,728 | $44.2M |
| US Bancorp \de | 0.05% | Reduce -2.7% | 462,897 | $43.5M |
| Foundations Investment Advisors, LLC | 0.67% | Add +15.1% | 449,204 | $42.2M |
| Corient Private Wealth LP | 0.05% | Add +6.0% | 439,274 | $41.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.67% | Add +2.3% | 433,948 | $40.7M |
| Stockman Wealth Management, Inc. | 5.41% | Add +42.2% | 423,876 | $39.8M |
| Northern Trust Corp. | 0.01% | Add +0.9% | 398,864 | $37.4M |
| Strategic Wealth Partners, Ltd. | 2.94% | — | 397,392 | $37.3M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +22.3% | 389,283 | $36.5M |
| Conning Inc. | 1.32% | No change | 387,672 | $36.4M |
| Exchange Traded Concepts, LLC | 0.47% | Add +864.8% | 387,647 | $36.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.2% | 370,355 | $34.8M |
| FMR LLC | 0.00% | Reduce -7.9% | 366,977 | $34.5M |
| Manning & Napier Advisors LLC | 0.39% | Reduce -1.4% | 350,637 | $32.9M |
| St Germain D J Co. Inc. | 1.40% | Add +4.9% | 346,384 | $32.5M |
| Zurich Insurance Group Ltd | 0.25% | No change | 338,060 | $31.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +28.2% | 335,939 | $31.5M |
| Bangor Savings Bank | 2.78% | Add +1.1% | 330,790 | $31.1M |
| Cerity Partners OCIO LLC | 1.67% | No change | 321,567 | $30.2M |
| Cerity Partners LLC | 0.05% | Add +601.2% | 320,881 | $30.1M |
| Franklin Resources Inc. | 0.01% | Add +3.1% | 320,799 | $30.1M |
| Connable Office Inc. | 2.96% | Add +15.5% | 318,617 | $29.9M |
| Sanctuary Advisors, LLC | 0.18% | Add +2.7% | 312,703 | $29.4M |
| Integrated Wealth Concepts LLC | 0.29% | Add +23.3% | 307,598 | $28.9M |
| Hilton Capital Management, LLC | 2.29% | Reduce -63.2% | 306,071 | $28.7M |
| CreativeOne Wealth, LLC | 0.75% | Add +4.6% | 303,832 | $28.5M |
| Dakota Wealth Management | 0.59% | Add +38.6% | 300,740 | $28.2M |
| Clearwater Capital Advisors, LLC | 2.57% | Add +1.1% | 299,845 | $28.2M |
| Kingsview Wealth Management, LLC | 0.47% | Add +3.8% | 297,557 | $27.9M |
| Talon Private Wealth, LLC | 3.75% | Reduce -15.0% | 290,122 | $27.2M |
| Brookstone Capital Management | 0.36% | Reduce -0.2% | 289,984 | $27.2M |
| Modera Wealth Management, LLC | 0.34% | Add +0.8% | 288,520 | $27.1M |
| Confluence Investment Management LLC | 0.38% | Reduce -0.8% | 288,361 | $27.1M |
| JB Capital LLC | 1.30% | Add +5.7% | 286,448 | $26.9M |
| Cabot Wealth Management Inc. | 3.18% | Reduce -8.6% | 284,487 | $26.7M |
| Baird Financial Group, Inc. | 0.05% | Add +9.7% | 282,875 | $26.6M |
| Federated Hermes, Inc. | 0.05% | Add +23.8% | 278,570 | $26.2M |
| Northside Capital Management, LLC | 1.90% | Add +19.5% | 265,731 | $24.9M |
| Acorns Advisers, LLC | 0.20% | Reduce -14.0% | 253,551 | $23.8M |
| Avanda Investment Management Pte. Ltd. | 13.26% | New | 249,458 | $23.4M |
| Parkside Investments, LLC | 3.17% | Add +62.4% | 248,361 | $23.3M |
| Meridian Wealth Partners, LLC | 3.37% | Add +7.1% | 247,604 | $23.2M |
| Banque Cantonale Vaudoise | 0.93% | Reduce -14.1% | 243,850 | $22.9M |
| Arvest Investments, Inc. | 3.44% | Reduce -0.3% | 243,525 | $22.9M |
| Galvin, Gaustad & Stein, LLC | 1.98% | Add +1.8% | 242,135 | $22.7M |
| Carnegie Investment Counsel | 0.46% | Add +4.3% | 241,333 | $22.7M |
| Ascent Group, LLC | 0.86% | Add +5.8% | 234,321 | $22.0M |
| Private Advisor Group, LLC | 0.12% | Add +3.5% | 233,556 | $21.9M |
| Integrity Alliance, Llc. | 1.18% | Reduce -26.7% | 229,563 | $21.6M |
| Rwa Wealth Partners, LLC | 0.26% | Reduce -84.3% | 222,910 | $20.9M |
| Stansberry Asset Management, LLC | 2.40% | New | 221,614 | $20.8M |
| HighTower Advisors, LLC | 0.03% | Add +1.5% | 217,118 | $20.4M |
| Allstate Corp. | 1.47% | Add +69.9% | 216,669 | $20.3M |
| Readystate Asset Management LP | 1.53% | New | 215,945 | $20.3M |
| Horst & Graben Wealth Management LLC | 3.35% | Reduce -1.9% | 215,728 | $20.3M |
| Centiva Capital, LP | 1.34% | New | 214,800 | $20.2M |
| Kelman-Lazarov, Inc. | 3.24% | Add +2.8% | 213,084 | $20.0M |
| Mariner, LLC | 0.03% | Add +1.4% | 207,892 | $19.5M |
| RKL Wealth Management LLC | 1.68% | Reduce -2.5% | 203,761 | $19.1M |
| Atria Wealth Solutions, Inc. | 0.43% | Reduce -34.9% | 202,581 | $19.0M |
| Johnson Financial Group, Inc. | 0.85% | Add +7.2% | 200,741 | $18.8M |
| Advocacy Wealth Management, LLC | 1.15% | Reduce -2.0% | 200,348 | $18.8M |
| Global Retirement Partners, LLC | 0.47% | — | 200,107 | $18.8M |
| Castleark Management LLC | 0.56% | No change | 196,905 | $18.5M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +0.8% | 196,005 | $18.4M |
| Sage Advisory Services, Ltd.Co. | 9.98% | Reduce -10.0% | 195,188 | $18.3M |
| Johns Hopkins University | 0.96% | No change | 193,437 | $18.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.9% | 191,582 | $17.8M |
| Leavell Investment Management, Inc. | 0.80% | Add +3.9% | 189,132 | $17.8M |
| Courier Capital LLC | 1.07% | Add +15.9% | 187,383 | $17.6M |
| Keybank National Association | 0.06% | Reduce -1.1% | 182,302 | $17.1M |
| Avantax Advisory Services, Inc. | 0.09% | Add +4.7% | 180,998 | $17.0M |
| CFS Investment Advisory Services, LLC | 1.38% | Add +1.2% | 179,440 | $16.8M |
| Sharkey, Howes & Javer | 2.25% | Add +4.0% | 179,099 | $16.8M |
| MAI Capital Management | 0.12% | Reduce -0.1% | 178,918 | $16.8M |
| CIBC Private Wealth Group LLC | 0.03% | Add +8.8% | 178,509 | $16.8M |
| Principal Securities, Inc. | 0.30% | Add +52.4% | 172,478 | $16.2M |
| AAFMAA Wealth Management & Trust LLC | 6.68% | Add +134.5% | 171,993 | $16.1M |
| Lifeworks Advisors, LLC | 2.40% | Add +5.7% | 171,720 | $16.1M |
| Resona Asset Management Co.,Ltd. | 0.08% | Add +15.3% | 171,179 | $16.1M |
| NewSquare Capital LLC | 1.19% | Reduce -0.7% | 170,550 | $16.0M |
| Atria Investments, Inc | 0.18% | Reduce -7.2% | 166,187 | $15.6M |
| Financial Advocates Investment Management | 1.27% | Add +7.5% | 165,673 | $15.6M |
| Kestra Advisory Services, LLC | 0.08% | Add +2.5% | 165,355 | $15.5M |
| SteelPeak Wealth, LLC | 0.60% | Add +1.1% | 163,271 | $15.3M |
| Austin Private Wealth, LLC | 1.21% | Add +2.2% | 162,873 | $15.3M |
| Vise Technologies, Inc. | 0.62% | — | 159,980 | $15.0M |
| FDx Advisors, Inc. | 4.58% | Add +3.5% | 159,777 | $15.0M |
| TCW Group Inc. | 0.12% | Add +0.6% | 159,515 | $15.0M |
| Modern Wealth Management, LLC | 0.37% | Add +1.7% | 158,548 | $14.9M |
| Farmers & Merchants Investments Inc. | 0.42% | Add +16.9% | 153,141 | $14.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -59.0% | 153,044 | $14.4M |
| Tandem Wealth Advisors LLC | 6.76% | Reduce -5.5% | 145,662 | $13.7M |
| Smith Salley Wealth Management | 0.77% | Add +23.1% | 142,575 | $13.4M |
| High Falls Advisors, Inc | 2.96% | Reduce -1.4% | 142,431 | $13.4M |
| Pictet North America Advisors SA | 1.34% | Add +61.3% | 142,234 | $13.4M |
| Creative Planning | 0.01% | Reduce -8.7% | 141,905 | $13.3M |
| Bartlett & Co. Wealth Management LLC | 0.18% | Add +2.0% | 140,933 | $13.2M |
| Checchi Capital Advisers, LLC | 0.92% | Reduce -60.1% | 139,979 | $13.1M |
| Voisard Asset Management Group, Inc. | 3.27% | Add +10.9% | 135,242 | $12.7M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -8.3% | 134,094 | $12.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -79.0% | 133,677 | $12.6M |
| Comerica Bank | 0.05% | Add +13.0% | 132,477 | $12.4M |
| Manhattan West Asset Management, LLC | 2.87% | Add +7.8% | 132,174 | $12.4M |
| &partners | 0.10% | Add +131.9% | 132,172 | $12.4M |
| Hilltop Holdings Inc. | 0.79% | Reduce -8.0% | 131,621 | $12.4M |
| Geneos Wealth Management Inc. | 0.30% | Add +68.1% | 130,449 | $12.2M |
| Boltwood Capital Management | 3.43% | Reduce -4.0% | 128,588 | $12.1M |
| Dohj, LLC | 3.47% | Add +98.3% | 129,231 | $11.9M |
| Spectrum Investment Advisors, Inc. | 6.68% | Reduce -8.5% | 122,642 | $11.5M |
| Stone House Investment Management, LLC | 2.09% | Reduce -1.6% | 121,340 | $11.4M |
| Icon Wealth Advisors, LLC | 0.81% | Add +8.8% | 120,954 | $11.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +46.9% | 120,582 | $11.3M |
| Perigon Wealth Management, LLC | 0.25% | Add +2.9% | 116,094 | $10.9M |
| WBH Advisory Inc. | 0.92% | Add +2.3% | 115,312 | $10.8M |
| EverSource Wealth Advisors, LLC | 0.49% | Reduce -2.9% | 115,149 | $10.8M |
| IFG Advisory, LLC | 0.54% | Add +30.8% | 114,924 | $10.8M |
| Security Financial Services, INC. | 1.89% | Add +3.0% | 114,211 | $10.7M |
| Cornerstone Management, Inc. | 1.84% | Reduce -0.7% | 112,621 | $10.6M |
| Trek Financial, LLC | 0.71% | Reduce -6.7% | 112,449 | $10.6M |
| Focus Partners Wealth | 0.02% | Add +117.6% | 112,239 | $10.5M |
| Compound Planning, Inc. | 0.39% | Add +12.9% | 111,225 | $10.4M |
| Theory Financial LLC | 3.96% | Add +6.5% | 112,049 | $10.4M |
| Farther Finance Advisors, LLC | 0.21% | Reduce -39.3% | 110,060 | $10.3M |
| Bernardo Wealth Planning LLC | 2.19% | Add +2.0% | 107,485 | $10.1M |
| Triad Wealth Partners, LLC | 2.03% | Add +27.2% | 107,237 | $10.1M |
| Cim, LLC | 1.35% | Add +2.7% | 106,650 | $10.0M |
| Shelter Mutual Insurance Co | 2.32% | Reduce -3.1% | 106,470 | $10.0M |
| Beacon Bridge Wealth Partners, LLC | 3.95% | Reduce -2.1% | 106,087 | $10.0M |
| One Wealth Advisors, LLC | 1.38% | Add +3.5% | 105,334 | $9.9M |
| Community Trust & Investment Co. | 0.57% | Add +3.3% | 104,500 | $9.8M |
| Hudson Capital Management LLC | 2.84% | Reduce -0.5% | 103,436 | $9.7M |
| Rothschild Wealth LLC | 2.31% | Add +3.8% | 100,110 | $9.4M |
| Kelly Financial Services LLC | 2.76% | Add +3.0% | 99,796 | $9.4M |
| Equitable Holdings, Inc. | 0.08% | Add +9.0% | 98,955 | $9.3M |
| Invst, LLC | 1.15% | Add +7.3% | 98,464 | $9.2M |
| CI Investments Inc. | 0.03% | No change | 95,057 | $8.9M |
| Wooster Corthell Wealth Management, Inc. | 1.64% | Reduce -2.9% | 94,091 | $8.8M |
| TSA Wealth Managment LLC | 3.21% | Add +1.9% | 93,470 | $8.8M |
| Westover Capital Advisors, LLC | 1.74% | Reduce -1.4% | 92,820 | $8.7M |
| Anchor Capital Advisors LLC | 0.26% | Reduce -2.6% | 92,525 | $8.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.56% | Add +6.0% | 91,589 | $8.6M |
| Diversify Advisory Services, LLC | 0.33% | Add +241.7% | 91,529 | $8.6M |
| Harbour Investments, Inc. | 0.22% | Add +1.7% | 91,135 | $8.6M |
| TD Asset Management Inc | 0.01% | No change | 90,000 | $8.5M |
| Rational Advisors, Inc. | 0.87% | Add +97.7% | 89,110 | $8.4M |
| Anfield Capital Management, LLC | 2.72% | Reduce -0.8% | 87,573 | $8.2M |
| Compass Wealth Management, LLC | 4.37% | — | 86,908 | $8.2M |
| Vertex Planning Partners, LLC | 1.68% | Add +2.7% | 85,500 | $8.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -80.3% | 85,039 | $8.0M |
| Proficio Capital Partners LLC | 0.49% | Reduce -9.9% | 83,363 | $7.8M |
| Simplicity Wealth,LLC | 0.32% | Add +112.1% | 82,498 | $7.7M |
| Blankinship & Foster, LLC | 1.80% | Reduce -7.8% | 82,103 | $7.7M |
| Edge Wealth Management LLC | 1.48% | Reduce -3.6% | 81,684 | $7.7M |
| Smartleaf Asset Management LLC | 0.67% | Add +21.8% | 81,800 | $7.7M |
| Impact Partnership Wealth, LLC | 1.41% | Reduce -5.5% | 81,466 | $7.6M |
| First Trust Advisors LP | 0.01% | Reduce -5.2% | 81,353 | $7.6M |
| West Family Investments, Inc. | 1.99% | No change | 80,697 | $7.6M |
| Foster & Motley Inc. | 0.44% | Add +11.2% | 80,590 | $7.6M |
| Meiji Yasuda Asset Management Co Ltd. | 0.37% | Add +1.4% | 79,739 | $7.5M |
| SIMA Wealth Partners, LLC | 6.04% | Reduce -0.1% | 79,697 | $7.5M |
| Cary Street Partners Financial LLC | 0.21% | Reduce -0.5% | 79,045 | $7.4M |
| Ancora Advisors LLC | 0.15% | Add +8.6% | 75,934 | $7.1M |
| Snider Financial Group | 2.02% | Add +1.0% | 74,766 | $7.0M |
| Alternative Investment Advisors, LLC. | 3.45% | Reduce -4.0% | 73,952 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +10.4% | 72,930 | $6.8M |
| Lincoln Capital Corp. | 2.62% | Add +0.7% | 72,433 | $6.8M |
| Tortoise Investment Management, LLC | 0.63% | Reduce -9.4% | 70,831 | $6.7M |
| Regal Investment Advisors LLC | 0.50% | Reduce -0.6% | 70,629 | $6.6M |
| Voya Financial Advisors, Inc. | 0.66% | Reduce -3.1% | 70,251 | $6.6M |
| Winthrop Capital Management, LLC | 1.66% | Reduce -4.6% | 69,755 | $6.5M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -25.7% | 68,835 | $6.5M |
| BNP Paribas Financial Markets | 0.01% | Add +30.3% | 68,565 | $6.4M |
| CW Advisors, LLC | 0.06% | Add +29.6% | 67,938 | $6.4M |
| Lindenwold Advisors, INC | 3.31% | Add +11.9% | 67,783 | $6.4M |
| Municipal Employees' Retirement System of Michigan | 0.08% | No change | 67,551 | $6.3M |
| Shared Vision Wealth Group LLC | 3.14% | Add +7.8% | 67,524 | $6.3M |
| Heck Capital Advisors, LLC | 0.54% | New | 66,928 | $6.3M |
| Leuthold Group, LLC | 0.75% | Add +10.1% | 66,832 | $6.3M |
| Parkside Advisors LLC | 1.37% | Add +0.5% | 66,555 | $6.2M |
| PAX Financial Group, LLC | 1.19% | Reduce -11.1% | 66,503 | $6.2M |
| Beacon Financial Group | 0.65% | Add +7.0% | 66,440 | $6.2M |
| Bay Harbor Wealth Management, LLC | 1.80% | Reduce -5.7% | 66,078 | $6.2M |
| Capital International Investors | 0.00% | Add +1.6% | 65,278 | $6.1M |
| Optas, LLC | 1.14% | Reduce -5.5% | 63,975 | $6.0M |
| Meteora Capital, LLC | 1.13% | New | 62,500 | $5.9M |
| Fort Point Capital Partners LLC | 0.58% | Add +0.7% | 61,471 | $5.8M |
| Columbus Macro, LLC | 0.70% | Add +15.3% | 60,603 | $5.7M |
| First American Trust, FSB | 0.44% | Reduce -0.6% | 58,884 | $5.5M |
| Keystone Financial Services | 1.88% | Add +6.8% | 58,751 | $5.5M |
| Belpointe Asset Management LLC | 0.23% | Add +21.2% | 58,332 | $5.5M |
| McNaughton Wealth Management, LLC | 2.42% | Reduce -1.3% | 57,846 | $5.4M |
| Endurance Services Ltd | 0.94% | No change | 57,544 | $5.4M |
| Boyd Watterson Asset Management LLC | 1.70% | Reduce -1.0% | 57,057 | $5.4M |
| Betterment LLC | 0.01% | Add +23.0% | 57,017 | $5.4M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +8.7% | 56,617 | $5.3M |
| Essential Planning, LLC. | 1.98% | Add +3.7% | 56,511 | $5.3M |
| Cobblestone Asset Management LLC | 2.77% | Reduce -2.9% | 56,133 | $5.3M |
| World Investment Advisors | 0.12% | Reduce -8.2% | 55,994 | $5.3M |
| Captrust Financial Advisors | 0.01% | Reduce -9.4% | 55,492 | $5.2M |
| Genesis Wealth Advisors, LLC | 3.90% | Add +12.1% | 55,325 | $5.2M |
| SigFig Wealth Management, LLC | 0.17% | Reduce -0.6% | 55,404 | $5.2M |
| Legacy Financial Group LLC | 0.72% | Add +5.7% | 54,634 | $5.1M |
| Wealth Alliance, LLC | 0.57% | Add +5.1% | 54,315 | $5.1M |
| Capital Analysts, LLC | 0.17% | Add +5.2% | 54,245 | $5.1M |
| Choreo, LLC | 0.07% | Reduce -15.3% | 53,448 | $5.0M |
| Liberty Wealth Management LLC | 0.78% | New | 53,316 | $5.0M |
| Inspire Advisors, LLC | 0.51% | Add +19.4% | 52,783 | $5.0M |
| Advus Financial Partners, LLC | 1.25% | Reduce -0.9% | 51,934 | $4.9M |
| McKinley Carter Wealth Services, Inc. | 0.26% | Reduce -1.2% | 50,674 | $4.8M |
| Pettinga Financial Advisors LLC | 1.03% | Add +4.0% | 50,230 | $4.7M |
| WCG Wealth Advisors LLC | 0.30% | Reduce -1.9% | 49,839 | $4.7M |
| Jmac Enterprises LLC | 1.00% | Add +12.0% | 49,646 | $4.7M |
| Quattro Financial Advisors LLC | 1.64% | Add +64.6% | 49,576 | $4.7M |
| Integrated Advisors Network LLC | 0.21% | Reduce -17.5% | 48,906 | $4.6M |
| Guggenheim Capital LLC | 0.04% | Reduce -32.5% | 48,438 | $4.5M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +9.5% | 48,288 | $4.5M |
| True Vision MN LLC | 2.48% | Reduce -0.6% | 47,796 | $4.5M |
| Graypoint LLC | 0.24% | Add +1.2% | 45,947 | $4.3M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -1.8% | 45,924 | $4.3M |
| Cypress Wealth Services, LLC | 0.76% | Add +4.5% | 45,484 | $4.3M |
| Semmax Financial Advisors Inc. | 1.10% | Add +3.9% | 45,554 | $4.3M |
| Signal Advisors Wealth, LLC | 0.33% | Reduce -19.5% | 45,133 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.3% | 44,533 | $4.2M |
| Independent Financial Group, LLC | 0.11% | Add +52.7% | 44,339 | $4.2M |
| Shepherd Financial Partners LLC | 0.43% | Add +5.1% | 43,793 | $4.1M |
| Mayflower Financial Advisors, LLC | 0.56% | Add +15.2% | 43,206 | $4.1M |
| Proffitt & Goodson Inc. | 0.61% | Reduce -3.0% | 42,913 | $4.0M |
| F/m Investments LLC | 0.14% | Add +1089.4% | 42,520 | $4.0M |
| Apeiron RIA LLC | 1.03% | Add +7.3% | 42,435 | $4.0M |
| Focus Financial Network, Inc. | 0.16% | Add +2.5% | 42,137 | $4.0M |
| Advisory Services Network, LLC | 0.06% | Add +3.3% | 42,356 | $3.9M |
| Insight Wealth Strategies, LLC | 0.49% | Reduce -2.5% | 41,413 | $3.9M |
| Csenge Advisory Group | 0.20% | Add +14.0% | 41,678 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +18.1% | 40,770 | $3.8M |
| Northwest Capital Management Inc | 2.07% | Reduce -34.1% | 40,643 | $3.8M |
| WealthShield Partners, LLC | 0.46% | Add +2.1% | 40,420 | $3.8M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -15.7% | 39,768 | $3.7M |
| Sovran Advisors, LLC | 0.39% | Reduce -10.1% | 39,787 | $3.7M |
| Kickstand Ventures, Llc. | 0.86% | Reduce -9.1% | 39,026 | $3.7M |
| Riggs Asset Managment Co. Inc. | 0.88% | Reduce -8.3% | 37,985 | $3.6M |
| Ashton Thomas Securities, LLC | 0.86% | Add +2.8% | 37,680 | $3.5M |
| Arq Wealth Advisors, LLC | 1.21% | New | 37,444 | $3.5M |
| Client 1ST Advisory Group, LLC | 1.26% | Add +1.7% | 36,918 | $3.5M |
| Independent Advisor Alliance | 0.10% | Add +7.0% | 36,890 | $3.5M |
| Mutual Advisors, LLC | 0.09% | Reduce -1.9% | 37,145 | $3.5M |
| Summit X, LLC | 0.63% | Reduce -41.1% | 36,027 | $3.4M |
| Bailard, Inc. | 0.08% | Reduce -52.8% | 35,960 | $3.4M |
| Parallel Advisors, LLC | 0.07% | Add +14.7% | 35,809 | $3.4M |
| Trajan Wealth LLC | 0.16% | Reduce -7.7% | 35,515 | $3.3M |
| Sachetta, LLC | 1.29% | Reduce -4.2% | 34,872 | $3.3M |
| Citizens & Northern Corp. | 0.86% | Add +3.3% | 34,380 | $3.2M |
| Resolute Wealth Advisor, Inc. | 1.83% | — | 33,935 | $3.2M |
| Private Trust Co. NA | 0.31% | Add +10.1% | 34,295 | $3.2M |
| Brian Low Financial Group, LLC | 2.93% | — | 33,323 | $3.1M |
| James Investment Research, Inc. | 0.37% | Reduce -12.6% | 33,296 | $3.1M |
| First Horizon Advisors, Inc. | 0.08% | Add +8.5% | 33,235 | $3.1M |
| Apollon Wealth Management, LLC | 0.06% | Add +7.1% | 32,659 | $3.1M |
| Tme Financial, Inc. | 2.45% | Add +29.6% | 32,278 | $3.0M |
| Endeavor Private Wealth, Inc. | 1.43% | Add +13.5% | 32,235 | $3.0M |
| Atlatl Advisers LLC | 1.43% | Reduce -0.2% | 32,185 | $3.0M |
| Bristlecone Advisors, LLC | 0.25% | Add +44.7% | 31,883 | $3.0M |
| Crabel Capital Management, LLC | 1.83% | Add +61.1% | 31,769 | $3.0M |
| Centurion Wealth Management LLC | 0.84% | Reduce -12.3% | 31,352 | $2.9M |
| Boothbay Fund Management, LLC | 0.09% | New | 31,250 | $2.9M |
| Centennial Wealth Advisory LLC | 0.92% | Reduce -19.7% | 30,960 | $2.9M |
| Jacobi Capital Management LLC | 0.19% | Add +5.6% | 30,948 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +57.1% | 30,785 | $2.9M |
| IHT Wealth Management, LLC | 0.08% | Reduce -6.7% | 30,731 | $2.9M |
| Sierra Capital LLC | 0.33% | No change | 30,730 | $2.9M |
| My Legacy Advisors, LLC | 1.01% | Add +13.5% | 30,313 | $2.8M |
| Swmg, LLC | 0.95% | Reduce -45.2% | 30,392 | $2.8M |
| EP Wealth Advisors, LLC | 0.02% | Add +187.2% | 29,980 | $2.8M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -6.0% | 29,416 | $2.8M |
| Bigelow Investment Advisors, LLC | 1.21% | Add +41.0% | 29,140 | $2.7M |
| Hexagon Capital Partners LLC | 0.60% | Add +10.0% | 28,757 | $2.7M |
| Yukon Wealth Management, Inc. | 0.96% | Reduce -11.7% | 28,505 | $2.7M |
| UNIVEST FINANCIAL Corp | 0.16% | Add +10.0% | 28,317 | $2.7M |
| Tradition Wealth Management, LLC | 0.21% | Reduce -2.5% | 27,860 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -9.7% | 27,845 | $2.6M |
| Legacy Edge Advisors, LLC | 0.35% | Add +239.8% | 27,759 | $2.6M |
| Tritonpoint Wealth, LLC | 0.24% | Reduce -0.1% | 27,741 | $2.6M |
| Fermata Advisors, LLC | 0.69% | Add +8.9% | 27,611 | $2.6M |
| Quadrant Private Wealth Management, LLC | 0.53% | Add +13.1% | 27,170 | $2.6M |
| 5T Wealth, LLC | 1.27% | Reduce -0.3% | 26,622 | $2.5M |
| Buttonwood Financial Group, LLC | 1.27% | Add +0.8% | 26,892 | $2.5M |
| Oarsman Capital, Inc. | 0.39% | Add +0.5% | 26,567 | $2.5M |
| ArborFi Advisors, LLC | 2.18% | Reduce -0.9% | 26,331 | $2.5M |
| Hoxton Planning & Management, LLC | 0.84% | Add +0.1% | 25,973 | $2.4M |
| Barnes Wealth Management Group, Inc | 1.43% | Add +0.5% | 25,782 | $2.4M |
| Saxony Capital Management, LLC | 1.84% | Add +22.0% | 25,506 | $2.4M |
| Cobblestone Capital Advisors LLC | 0.12% | Add +19.3% | 25,318 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +0.7% | 25,274 | $2.4M |
| DB Fitzpatrick & Co, Inc | 2.10% | Reduce -1.3% | 25,245 | $2.4M |
| Washington Trust Bank | 0.20% | No change | 24,860 | $2.3M |
| WealthPlan Investment Management, LLC | 0.17% | New | 24,342 | $2.3M |
| Elevation Point Wealth Partners, LLC | 0.18% | Add +18.3% | 24,333 | $2.3M |
| Braun-Bostich & Associates Inc. | 1.56% | Add +2.4% | 24,317 | $2.3M |
| Van Hulzen Asset Management, LLC | 0.19% | Add +2.3% | 24,152 | $2.3M |
| DecisionMap Wealth Management, LLC | 1.56% | Reduce -1.0% | 24,150 | $2.3M |
| IFP Advisors, Inc | 0.06% | Add +14.1% | 23,975 | $2.3M |
| Verus Capital Partners, LLC | 0.20% | Add +11.0% | 23,813 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +19.6% | 23,757 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -77.6% | 23,743 | $2.2M |
| Community Bank, N.A. | 0.28% | Add +33.4% | 23,019 | $2.2M |
| Arkadios Wealth Advisors | 0.06% | Reduce -7.3% | 23,008 | $2.2M |
| Creative Financial Designs Inc. | 0.15% | Reduce -11.6% | 22,554 | $2.1M |
| Trivium Point Advisory, LLC | 0.23% | Add +41.6% | 22,290 | $2.1M |
| MA Private Wealth | 0.37% | Reduce -4.6% | 22,214 | $2.1M |
| ShoreHaven Wealth Partners, LLC | 0.85% | Add +2.7% | 22,096 | $2.1M |
| Copperleaf Capital, LLC | 1.05% | Add +2.4% | 22,091 | $2.1M |
| Bestgate Wealth Advisors, LLC | 4.26% | No change | 21,895 | $2.1M |
| Strategic Blueprint, LLC | 0.10% | Add +3.1% | 21,730 | $2.0M |
| Benjamin Edwards Inc. | 0.03% | Reduce -62.5% | 21,572 | $2.0M |
| BCU Wealth Advisors, LLC | 0.91% | Reduce -0.0% | 21,503 | $2.0M |
| Haverford Trust Co | 0.02% | Reduce -21.7% | 21,495 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -10.7% | 21,405 | $2.0M |
| One Wealth Capital Management, LLC | 0.93% | Add +2.8% | 21,143 | $2.0M |
| Naples Global Advisors, LLC | 0.17% | Add +13.2% | 21,098 | $2.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.23% | Add +2.5% | 20,991 | $2.0M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -0.2% | 20,891 | $2.0M |
| Stelac Advisory Services LLC | 0.74% | No change | 20,716 | $1.9M |
| Lion Street Advisors, LLC | 0.58% | Add +9.1% | 20,455 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | Add +21.1% | 20,259 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Add +2.2% | 20,182 | $1.9M |
| Waverly Advisors, LLC | 0.02% | Add +680.1% | 20,017 | $1.9M |
| Great Diamond Partners, LLC | 0.40% | New | 20,010 | $1.9M |
| Sheets Smith Wealth Management | 0.22% | No change | 19,983 | $1.9M |
| Intelligence Driven Advisers, LLC | 0.28% | New | 19,875 | $1.9M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Add +3.6% | 19,807 | $1.9M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.5% | 19,425 | $1.8M |
| Coordinated Financial Services, Inc. | 1.28% | — | 19,363 | $1.8M |
| Lodestar Private Asset Management LLC | 0.21% | Reduce -6.2% | 19,301 | $1.8M |
| Bingham Private Wealth, LLC | 1.73% | Add +8.3% | 19,292 | $1.8M |
| RHS Financial, LLC | 1.02% | Add +17.9% | 19,212 | $1.8M |
| RDA Financial Network | 0.48% | Add +2.7% | 18,988 | $1.8M |
| Mgo One Seven LLC | 0.06% | Add +218.0% | 18,773 | $1.8M |
| JGP Wealth Management, LLC | 0.21% | Add +49.0% | 18,727 | $1.8M |
| Lifelong Wealth Advisors, Inc. | 0.58% | Add +0.9% | 18,661 | $1.8M |
| Mma Asset Management LLC | 0.67% | New | 18,539 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -73.0% | 18,532 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +56.9% | 18,425 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -24.0% | 18,356 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.22% | Reduce -7.4% | 18,136 | $1.7M |
| Kilter Group LLC | 0.88% | Add +15.2% | 17,890 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Add +1.8% | 17,642 | $1.7M |
| Gateway Wealth Partners, LLC | 0.31% | Add +9.9% | 17,604 | $1.7M |
| Western Wealth Management, LLC | 0.10% | Reduce -0.6% | 17,600 | $1.7M |
| Advisory Research Inc. | 0.25% | No change | 17,518 | $1.6M |
| WealthPLAN Partners, LLC | 0.26% | Add +0.6% | 17,129 | $1.6M |
| Balefire, LLC | 0.35% | New | 17,089 | $1.6M |
| M&T Bank Corp | 0.01% | Reduce -9.1% | 17,051 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.36% | New | 17,015 | $1.6M |
| Redwood Investment Management, LLC | 0.17% | Reduce -18.8% | 16,959 | $1.6M |
| Maia Wealth LLC | 0.30% | Add +1.3% | 16,809 | $1.6M |
| Alteri Wealth LLC | 0.60% | Add +4.5% | 16,555 | $1.6M |
| Trilogy Capital Inc. | 0.08% | Add +0.3% | 16,501 | $1.5M |
| Ascentis Wealth Management, LLC | 0.42% | Reduce -0.6% | 16,555 | $1.5M |
| Synovus Financial Corp. | 0.02% | Reduce -5.3% | 16,430 | $1.5M |
| DMC Group, LLC | 1.19% | Reduce -5.2% | 16,359 | $1.5M |
| Optivise Advisory Services LLC | 0.78% | Add +18.9% | 16,298 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.50% | Add +3.2% | 16,329 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +16.0% | 16,242 | $1.5M |
| Knights of Columbus Asset Advisors LLC | 0.09% | No change | 16,100 | $1.5M |
| Farmers National Bank | 0.40% | No change | 16,031 | $1.5M |
| Fiduciary Trust Co | 0.02% | Add +42.8% | 16,022 | $1.5M |
| LifePlan Investment Advisors, Inc. | 0.74% | Add +15.5% | 15,833 | $1.5M |
| Milestone Asset Management, LLC | 0.31% | New | 15,580 | $1.5M |
| Clearview Wealth Advisors LLC | 1.01% | Reduce -0.8% | 15,486 | $1.5M |
| GHP Investment Advisors, Inc. | 0.06% | Reduce -2.6% | 15,455 | $1.5M |
| Davis Wealth Advisors, LLC | 1.52% | Add +4.7% | 15,298 | $1.4M |
| K2 Financial Inc. | 1.27% | Add +76.7% | 15,528 | $1.4M |
| Silverlake Wealth Management LLC | 0.42% | Reduce -2.7% | 15,288 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +5.2% | 15,073 | $1.4M |
| Commerce Bank | 0.01% | Add +4.4% | 15,072 | $1.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Add +4.9% | 15,053 | $1.4M |
| D L Carlson Investment Group Inc. | 0.26% | Reduce -39.3% | 14,979 | $1.4M |
| Lakeshore Capital Group, Inc. | 1.25% | Reduce -1.3% | 14,977 | $1.4M |
| Patten & Patten Inc. | 0.09% | Add +6.5% | 14,927 | $1.4M |
| Arete Wealth Advisors, LLC | 0.10% | Add +5.4% | 14,902 | $1.4M |
| Fullcircle Wealth LLC | 0.52% | Add +10.0% | 14,919 | $1.4M |
| Banque Pictet & Cie SA | 0.01% | Add +1.4% | 14,852 | $1.4M |
| Emergent Wealth Advisors, LLC | 0.88% | Add +0.3% | 14,708 | $1.4M |
| Spire Wealth Management | 0.05% | Reduce -6.9% | 14,574 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +17.1% | 14,462 | $1.4M |
| Regimen Wealth, LLC | 0.42% | Reduce -15.6% | 14,351 | $1.3M |
| Mather Group, Llc. | 0.01% | Add +27.1% | 14,120 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +11.0% | 14,066 | $1.3M |
| Richmond Investment Services, LLC | 0.28% | New | 14,058 | $1.3M |
| Maripau Wealth Management LLC | 0.66% | Reduce -36.8% | 14,039 | $1.3M |
| First Citizens Bank & Trust Co. | 0.02% | Add +0.7% | 13,998 | $1.3M |
| Fifth Third Securities, Inc. | 0.10% | Reduce -2.3% | 13,961 | $1.3M |
| Cadence Bank | 0.09% | Add +78.0% | 13,960 | $1.3M |
| NorthRock Partners, LLC | 0.03% | Add +7.2% | 13,878 | $1.3M |
| First Heartland Consultants, Inc. | 0.12% | Add +21.1% | 13,782 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +13.7% | 13,779 | $1.3M |
| BOS Asset Management, LLC | 0.41% | Add +2.2% | 13,673 | $1.3M |
| Guardian Wealth Advisors, LLC / NC | 0.09% | Reduce -3.5% | 13,595 | $1.3M |
| Two West Capital Advisors LLC | 0.83% | Add +54.1% | 13,681 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -47.9% | 13,532 | $1.3M |
| TD Private Client Wealth LLC | 0.03% | Add +88.8% | 13,481 | $1.3M |
| Range Financial Group LLC | 0.50% | Add +21.4% | 13,458 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | No change | 13,285 | $1.2M |
| Magnus Financial Group LLC | 0.11% | Reduce -5.5% | 13,216 | $1.2M |
| Firethorn Wealth Partners, LLC | 0.54% | Reduce -6.4% | 13,178 | $1.2M |
| Ocean Park Asset Management, LLC | 0.04% | No change | 13,189 | $1.2M |
| May Hill Capital, LLC | 0.41% | Add +395.1% | 13,160 | $1.2M |
| Gen-Wealth Partners Inc | 0.47% | Add +9.8% | 12,977 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -41.4% | 12,896 | $1.2M |
| Moors & Cabot, Inc. | 0.06% | Reduce -1.3% | 12,779 | $1.2M |
| J. W. Coons Advisors, LLC | 0.27% | No change | 12,634 | $1.2M |
| Alterna Wealth Management, Inc. | 0.94% | Add +6.0% | 12,542 | $1.2M |
| Bush Investment Group, LLC | 0.78% | Add +1.2% | 12,315 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -2.4% | 12,296 | $1.2M |
| Algorithmic Investment Models, LLC | 0.79% | Add +300.1% | 12,256 | $1.2M |
| M1 Capital Management LLC | 0.57% | Add +1.5% | 12,131 | $1.1M |
| Gotham Asset Management | 0.01% | No change | 12,074 | $1.1M |
| Tempus Wealth Planning, LLC | 0.28% | Add +9.4% | 12,023 | $1.1M |
| BNP Paribas | 0.04% | No change | 12,000 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +0.2% | 11,975 | $1.1M |
| CAP Partners, LLC | 0.70% | Reduce -2.3% | 11,891 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +52.1% | 11,877 | $1.1M |
| Carter Financial Group, INC. | 0.72% | — | 11,712 | $1.1M |
| UMB Bank, n.a. | 0.02% | Add +3.9% | 11,590 | $1.1M |
| Invesco Ltd. | 0.00% | Add +2.5% | 11,446 | $1.1M |
| Tidal Investments LLC | 0.01% | Add +30.6% | 11,455 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.38% | Reduce -26.4% | 10,921 | $1.0M |
| Wealthgarden F.S. LLC | 0.84% | Reduce -23.5% | 10,932 | $1.0M |
| Strategy Asset Managers LLC | 0.19% | Reduce -50.7% | 10,787 | $1.0M |
| Resurgent Financial Advisors LLC | 0.56% | Reduce -0.1% | 10,750 | $1.0M |
| VestGen Investment Management | 0.72% | Add +45.2% | 10,678 | $1.0M |
| Perennial Investment Advisors, LLC | 0.10% | Reduce -9.3% | 10,654 | $1.0M |
| RCS Financial Planning, LLC | 0.50% | Add +3.5% | 10,640 | $999K |
| Summit Wealth Group, LLC | 0.26% | Reduce -0.9% | 10,592 | $994K |
| Vernal Point Advisors, LLC | 0.58% | No change | 10,545 | $990K |
| Freedom Investment Management, Inc. | 0.08% | Add +15.0% | 10,506 | $986K |
| Venturi Wealth Management, LLC | 0.05% | Reduce -0.5% | 10,488 | $985K |
| Clarendon Private LLC | 0.95% | Add +5.3% | 10,479 | $984K |
| Americana Partners, LLC | 0.03% | Add +161.4% | 10,371 | $974K |
| Diversified Enterprises, LLC | 0.07% | Reduce -17.2% | 10,154 | $953K |
| Balance Wealth Partners LLC | 0.55% | Reduce -51.6% | 10,039 | $943K |
| Greenwich Wealth Management LLC | 0.04% | Add +104.3% | 9,849 | $925K |
| MSH Capital Advisors LLC | 0.26% | Add +36.6% | 9,784 | $919K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -0.1% | 9,745 | $915K |
| LexAurum Advisors, LLC | 0.15% | Add +8.0% | 9,728 | $913K |
| Brookwood Investment Group LLC | 0.15% | Reduce -18.7% | 9,715 | $912K |
| FC Advisory LLC | 0.28% | Add +0.3% | 9,517 | $894K |
| Watershed Private Wealth LLC | 0.32% | Add +1.5% | 9,458 | $888K |
| Seed Wealth Management, Inc. | 0.66% | No change | 9,420 | $884K |
| Boreal Capital Management LLC | 0.85% | — | 9,416 | $884K |
| Chapman Financial Group, LLC | 0.73% | — | 9,219 | $866K |
| Sutton Place Investors LLC | 0.52% | Reduce -5.3% | 9,166 | $861K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +11.7% | 9,080 | $852K |
| Nwam LLC | 0.05% | Add +20.8% | 9,138 | $851K |
| Acropolis Investment Management, LLC | 0.05% | Reduce -1.1% | 9,031 | $848K |
| Vantage Financial Partners, LLC | 0.19% | Reduce -9.9% | 8,972 | $842K |
| Edgestream Partners, L.P. | 0.02% | New | 8,878 | $834K |
| Colton Groome Financial Advisors, LLC | 0.28% | New | 8,866 | $832K |
| Carr Financial Group Corp | 0.24% | Add +1.1% | 8,799 | $826K |
| Sowell Financial Services LLC | 0.03% | Add +35.2% | 8,678 | $815K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -11.8% | 8,660 | $813K |
| Park Place Capital Corp | 0.18% | Reduce -66.7% | 8,633 | $807K |
| Arax Advisory Partners | 0.04% | Add +3.9% | 8,570 | $805K |
| Rosenberg Matthew Hamilton | 0.19% | Reduce -10.2% | 8,568 | $804K |
| FSC Wealth Advisors, LLC | 0.51% | Add +1.3% | 8,559 | $804K |
| Elios Financial Group Inc. | 0.36% | Reduce -10.9% | 8,549 | $803K |
| Birch Financial Group, LLC | 0.64% | Add +34.9% | 8,544 | $802K |
| Delta Wealth Advisors LLC | 0.67% | Reduce -4.4% | 8,534 | $801K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +13.9% | 8,512 | $799K |
| Wedbush Securities Inc. | 0.03% | Reduce -34.7% | 8,455 | $794K |
| JT Stratford LLC | 0.12% | Add +2.5% | 8,449 | $793K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +5.4% | 8,424 | $791K |
| Global Assets Advisory, LLC | 0.31% | Reduce -60.4% | 8,427 | $788K |
| Aspire Private Capital, LLC | 0.18% | Add +9.5% | 8,330 | $782K |
| Keebeck Wealth Management | 0.10% | Reduce -50.4% | 8,323 | $781K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +2.2% | 8,285 | $778K |
| Pinnacle Bancorp, Inc. | 0.24% | Reduce -15.9% | 8,277 | $777K |
| Diversified Portfolios, Inc. | 0.07% | Add +5.9% | 8,175 | $768K |
| SWS Partners | 0.20% | Reduce -3.8% | 8,027 | $754K |
| Spectrum Planning & Advisory Services Inc. | 0.49% | Reduce -28.3% | 7,994 | $751K |
| Summit Financial, LLC | 0.02% | Reduce -4.3% | 7,957 | $747K |
| Pacific Financial Group Inc. | 0.58% | Reduce -19.4% | 7,928 | $744K |
| River Street Advisors LLC | 0.32% | New | 7,922 | $744K |
| Cibc World Markets Corp. | 0.00% | Add +102.1% | 7,864 | $738K |
| Florin Court Capital LLP | 0.75% | No change | 7,800 | $732K |
| Ade, LLC | 0.39% | Reduce -1.8% | 7,793 | $732K |
| Prospera Financial Services Inc | 0.01% | Add +5.5% | 7,752 | $730K |
| Retirement Wealth Solutions LLC | 0.53% | Add +12.1% | 7,726 | $725K |
| Pure Financial Advisors, LLC | 0.01% | Add +62.7% | 7,696 | $723K |
| Beacon Financial Advisory LLC | 0.18% | Add +8.8% | 7,604 | $714K |
| New Century Financial Group, LLC | 0.83% | Add +5.8% | 7,548 | $709K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +30.1% | 7,444 | $699K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +7.7% | 7,413 | $696K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -1.1% | 7,389 | $694K |
| DAVENPORT & Co LLC | 0.00% | Add +9.2% | 7,323 | $688K |
| Presidio Capital Management, LLC | 0.26% | Reduce -7.5% | 7,305 | $686K |
| Lanark Financial, Inc. | 0.06% | Add +135.8% | 7,298 | $685K |
| Natural Investments, LLC | 0.18% | Reduce -24.2% | 7,273 | $682K |
| Legacy Capital Wealth Partners, LLC | 0.16% | Reduce -9.6% | 7,255 | $681K |
| AQR Capital Management | 0.00% | Reduce -29.2% | 7,175 | $674K |
| Claro Advisors Inc. | 0.11% | Reduce -60.1% | 7,128 | $669K |
| Renasant Bank | 0.45% | Reduce -70.8% | 7,105 | $667K |
| Aprio Wealth Management, LLC | 0.08% | Reduce -23.1% | 7,096 | $666K |
| United Advisor Group, LLC | 0.12% | Add +229.1% | 7,096 | $666K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -4.2% | 7,077 | $664K |
| CoreCap Advisors, LLC | 0.03% | Reduce -17.2% | 7,011 | $658K |
| Annandale Capital, LLC | 0.12% | No change | 7,011 | $658K |
| Cypress Capital, LLC | 0.19% | Reduce -1.0% | 6,959 | $653K |
| Stephens Inc. | 0.01% | Add +0.2% | 6,929 | $651K |
| Droms Strauss Advisors Inc. /Mo/ | 0.20% | Add +18.5% | 6,918 | $650K |
| Transcend Capital Advisors, LLC | 0.05% | Add +0.6% | 6,884 | $646K |
| Trinity Wealth Management, LLC | 0.26% | Add +2.3% | 6,849 | $643K |
| NBT Bank, N.A. | 0.04% | No change | 6,806 | $639K |
| Signet Financial Management, LLC | 0.08% | Add +1.9% | 6,796 | $638K |
| Narus Financial Partners, LLC | 0.20% | Add +3.0% | 6,717 | $631K |
| Israel Discount Bank of New York | 2.39% | Add +1.6% | 6,705 | $630K |
| Cooper Financial Group | 0.07% | Reduce -60.7% | 6,701 | $629K |
| Rede Wealth, LLC | 0.23% | Add +3.3% | 6,640 | $623K |
| Evergreen Capital Management LLC | 0.02% | Add +17.7% | 6,556 | $616K |
| Latitude Advisors, LLC | 0.31% | Reduce -7.8% | 6,482 | $609K |
| Tyche Wealth Partners LLC | 0.12% | New | 6,440 | $605K |
| Heritage Family Offices, LLP | 0.30% | No change | 6,432 | $602K |
| GeoWealth Management, LLC | 0.02% | Add +8.1% | 6,362 | $597K |
| Absolute Capital Management, LLC | 0.30% | Add +3.6% | 6,348 | $596K |
| Victory Financial Group, LLC | 0.09% | Add +1.1% | 6,274 | $589K |
| Cahill Financial Advisors Inc. | 0.07% | New | 6,249 | $587K |
| New England Asset Management Inc. | 0.09% | No change | 6,199 | $582K |
| VestGen Advisors, LLC | 0.02% | Reduce -6.0% | 6,187 | $581K |
| Quartz Partners, LLC | 0.26% | Reduce -0.0% | 6,160 | $578K |
| Bison Wealth, LLC | 0.05% | Reduce -14.0% | 6,147 | $577K |
| MJT & Associates Financial Advisory Group, Inc. | 0.71% | Reduce -1.4% | 6,085 | $571K |
| Fourth Dimension Wealth, LLC | 0.24% | Reduce -29.6% | 6,038 | $567K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | — | 6,036 | $567K |
| Synergy Investment Management, LLC | 0.34% | Reduce -66.9% | 5,973 | $561K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +144.1% | 5,956 | $559K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.1% | 5,945 | $558K |
| Westwood Holdings Group Inc. | 0.00% | Add +144.6% | 5,943 | $558K |
| Savvy Advisors, Inc. | 0.04% | Reduce -31.3% | 5,850 | $549K |
| North Forty Two & Co. | 0.57% | New | 5,753 | $540K |
| Hobbs Wealth Management, LLC | 0.52% | Reduce -3.3% | 5,752 | $540K |
| Empirical Asset Management, LLC | 0.16% | Reduce -1.8% | 5,633 | $529K |
| W Advisors, LLC | 0.30% | No change | 5,574 | $523K |
| Tradewinds, LLC. | 0.39% | New | 5,535 | $520K |
| Merkkuri Wealth Advisors LLC | 0.39% | Add +2.4% | 5,535 | $520K |
| XTX Topco Ltd | 0.02% | New | 5,502 | $517K |
| WealthTrak Capital Management LLC | 0.43% | Add +25.3% | 5,447 | $511K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -4.2% | 5,435 | $510K |
| OneAscent Financial Services LLC | 0.04% | Reduce -47.6% | 5,429 | $509K |
| RMR Wealth Builders | 0.05% | New | 5,365 | $504K |
| Novus Advisors, LLC | 0.77% | Reduce -4.8% | 5,361 | $503K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.9% | 5,360 | $503K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -48.0% | 5,310 | $499K |
| Sax Wealth Advisors, LLC | 0.03% | New | 5,286 | $496K |
| Successful Portfolios LLC | 0.30% | Reduce -0.4% | 5,265 | $494K |
| RFG Advisory, LLC | 0.01% | Reduce -49.9% | 5,263 | $494K |
| 1900 Wealth Management LLC | 0.04% | Reduce -0.8% | 5,229 | $491K |
| Transce3nd, LLC | 0.21% | Reduce -6.5% | 5,180 | $486K |
| Moneco Advisors, LLC | 0.04% | Add +6.5% | 5,147 | $483K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +5.8% | 5,129 | $482K |
| AdvisorNet Financial, Inc | 0.03% | Add +2.9% | 5,059 | $475K |
| Keel Point, LLC | 0.03% | Add +0.2% | 5,052 | $474K |
| ONE Advisory Partners, LLC | 0.16% | Add +13.0% | 5,066 | $471K |
| Adams Wealth Management | 0.09% | Add +2.9% | 5,001 | $470K |
| CacheTech Inc. | 0.09% | Add +2.9% | 5,001 | $470K |
| Evolution Wealth Advisors, LLC | 0.07% | No change | 5,000 | $469K |
| World Equity Group, Inc. | 0.13% | Add +11.5% | 4,910 | $461K |
| Bell Investment Advisors, Inc | 0.08% | Reduce -25.4% | 4,898 | $460K |
| Catalina Capital Group, LLC | 0.31% | Add +6.6% | 4,887 | $459K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +23.3% | 4,852 | $456K |
| OMNI 360 Wealth, Inc. | 0.28% | Reduce -16.9% | 4,812 | $452K |
| International Assets Investment Management, LLC | 0.04% | Reduce -22.2% | 4,789 | $450K |
| Blair William & Co. | 0.00% | Reduce -29.6% | 4,780 | $449K |
| Precision Wealth Strategies, LLC | 0.14% | New | 4,732 | $444K |
| BridgePort Financial Solutions, LLC | 0.15% | Add +12.8% | 4,674 | $439K |
| Raffa Wealth Management, LLC | 0.09% | Add +32.4% | 4,658 | $437K |
| Financial Enhancement Group LLC | 0.06% | Reduce -12.6% | 4,607 | $428K |
| Beverly Hills Private Wealth, LLC | 0.08% | Add +4.1% | 4,530 | $425K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -4.2% | 4,502 | $423K |
| Pinnacle Family Advisors, LLC | 0.21% | Add +0.4% | 4,496 | $422K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -27.3% | 4,472 | $420K |
| Central Bank & Trust Co. | 0.07% | Reduce -31.8% | 4,465 | $419K |
| Sculati Wealth Management, LLC | 0.16% | New | 4,445 | $417K |
| Western Financial Corp | 0.22% | Reduce -0.6% | 4,390 | $412K |
| Fiduciary Alliance LLC | 0.03% | Add +23.9% | 4,377 | $411K |
| Farringdon Capital, Ltd. | 0.14% | New | 4,356 | $409K |
| Cary Street Partners Investment Advisory LLC | 0.20% | Reduce -3.0% | 4,305 | $404K |
| Ameriflex Group, Inc. | 0.21% | Add +1.0% | 4,277 | $402K |
| Legacy Capital Group California, Inc. | 0.11% | Reduce -22.4% | 4,263 | $400K |
| ORG Partners LLC | 0.09% | Add +779.4% | 4,230 | $395K |
| Flagstar Securities, Inc. | 0.11% | Add +1.0% | 4,187 | $393K |
| Financial Freedom, LLC | 0.21% | Add +1.0% | 4,159 | $391K |
| Ehrlich Financial Group | 0.25% | Reduce -11.2% | 4,134 | $388K |
| International Private Wealth Advisors LLC | 0.33% | Add +2.9% | 4,120 | $387K |
| LongView Wealth Management | 0.11% | Add +6.0% | 4,011 | $377K |
| Friedenthal Financial | 0.20% | Reduce -3.5% | 3,951 | $371K |
| Financial Sense Advisors, Inc. | 0.09% | Reduce -7.8% | 3,858 | $362K |
| Centaurus Financial, Inc. | 0.02% | Reduce -1.9% | 3,855 | $362K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -96.0% | 3,848 | $361K |
| Advisory Alpha, LLC | 0.01% | Reduce -3.8% | 3,837 | $360K |
| IVC Wealth Advisors LLC | 0.17% | Add +2.6% | 3,780 | $355K |
| Elevated Capital Advisors, LLC | 0.10% | No change | 3,776 | $354K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -0.7% | 3,720 | $349K |
| Vantage Point Financial LLC | 0.15% | Add +4.0% | 3,702 | $348K |
| Eagle Global Advisors LLC | 0.01% | Add +1.9% | 3,662 | $344K |
| KPP Advisory Services LLC | 0.06% | Reduce -3.4% | 3,654 | $343K |
| Petix & Botte Co | 0.08% | Reduce -0.3% | 3,618 | $340K |
| City Center Advisors, LLC | 0.36% | New | 3,611 | $339K |
| Consolidated Portfolio Review Corp | 0.05% | New | 3,602 | $338K |
| Oliver Lagore Vanvalin Investment Group | 0.13% | — | 3,565 | $334K |
| Novem Group | 0.04% | Reduce -33.0% | 3,552 | $333K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,551 | $333K |
| FineMark National Bank & Trust | 0.01% | Reduce -18.2% | 3,533 | $332K |
| Financial Partners Group, Inc | 0.05% | New | 3,530 | $331K |
| Madison Asset Management, LLC | 0.00% | No change | 3,519 | $330K |
| Comprehensive Money Management Services LLC | 0.25% | Reduce -9.5% | 3,515 | $330K |
| Monetary Management Group Inc. | 0.08% | No change | 3,500 | $329K |
| Venture Visionary Partners LLC | 0.01% | Reduce -19.7% | 3,473 | $326K |
| WMG Financial Advisors, LLC | 0.12% | Reduce -0.3% | 3,436 | $323K |
| Clark Asset Management, LLC | 0.04% | No change | 3,431 | $322K |
| Avantra Family Wealth, Inc. | 0.26% | Reduce -30.6% | 3,380 | $317K |
| Hillsdale Investment Management Inc. | 0.01% | Add +32.2% | 3,370 | $316K |
| Certus Wealth Management, LLC | 0.20% | Reduce -0.1% | 3,364 | $316K |
| Midwest Trust Co | 0.00% | — | 3,364 | $316K |
| Continuum Advisory, LLC | 0.04% | Reduce -10.6% | 3,356 | $315K |
| Principal Financial Group Inc. | 0.00% | Add +0.1% | 3,311 | $311K |
| Fifth Third Bancorp | 0.00% | Add +13.6% | 3,312 | $311K |
| City State Bank | 0.10% | No change | 3,307 | $310K |
| Windward Private Wealth Management Inc. | 0.11% | Reduce -2.5% | 3,301 | $310K |
| Whittier Trust Co. | 0.00% | No change | 3,289 | $309K |
| Legacy Private Trust Co. | 0.02% | No change | 3,285 | $308K |
| BCS Wealth Management | 0.07% | Reduce -4.1% | 3,280 | $308K |
| Left Brain Wealth Management, LLC | 0.11% | New | 3,262 | $306K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,225 | $303K |
| Angeles Investment Advisors, LLC | 0.02% | No change | 3,200 | $300K |
| Clearstead Advisors, LLC | 0.00% | Add +5.7% | 3,196 | $300K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Reduce -46.1% | 3,210 | $300K |
| Heritage Oak Wealth Advisors LLC | 0.12% | Reduce -13.2% | 3,153 | $296K |
| Cape Investment Advisory, Inc. | 0.11% | Add +21.3% | 3,148 | $296K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -40.1% | 3,109 | $292K |
| GatePass Capital, LLC | 0.20% | Add +7.5% | 3,096 | $291K |
| Ifrah Financial Services, Inc. | 0.08% | Reduce -2.8% | 3,073 | $289K |
| Market Street Wealth Management Advisors LLC | 0.05% | No change | 3,045 | $286K |
| Ignite Planners, LLC | 0.05% | Add +26.2% | 3,077 | $286K |
| Regions Financial Corp. | 0.00% | Add +39.4% | 3,020 | $284K |
| Private Client Services, LLC | 0.11% | New | 2,987 | $280K |
| Fairvoy Private Wealth, LLC | 0.07% | Reduce -38.4% | 2,985 | $280K |
| Midwest Heritage Bank, FSB | 0.11% | Add +4.0% | 2,982 | $280K |
| Lebenthal Global Advisors, LLC | 0.05% | New | 2,959 | $278K |
| Argent Trust Co | 0.01% | Reduce -2.0% | 2,935 | $276K |
| C2C Wealth Management, LLC | 0.25% | No change | 2,924 | $275K |
| First Citizens Asset Management, Inc. | 0.10% | Reduce -0.6% | 2,918 | $274K |
| Trustmark Bank Trust Department | 0.02% | No change | 2,883 | $271K |
| Stewardship Advisors, LLC | 0.07% | New | 2,863 | $269K |
| Global Financial Private Client, LLC | 0.10% | No change | 2,856 | $268K |
| Cidel Asset Management Inc. | 0.02% | Reduce -3.4% | 2,850 | $268K |
| Blalock Williams, LLC | 0.26% | Add +4.8% | 2,819 | $265K |
| Fulcrum Equity Management | 0.27% | Add +12.3% | 2,814 | $264K |
| DT Investment Partners, LLC | 0.02% | New | 2,805 | $263K |
| Berger Financial Group, Inc | 0.02% | Reduce -17.6% | 2,766 | $260K |
| FWG Investments, LLC. | 0.20% | New | 2,749 | $258K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.8% | 2,723 | $256K |
| Argentarii, LLC | 0.12% | New | 2,706 | $254K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -11.0% | 2,655 | $249K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -18.6% | 2,655 | $249K |
| MKT Advisors LLC | 0.10% | Reduce -26.7% | 2,655 | $248K |
| Retirement Capital Strategies | 0.10% | Add +5.5% | 2,643 | $248K |
| Ameritas Advisory Services, LLC | 0.01% | Add +15.0% | 2,639 | $248K |
| Vident Advisory, LLC | 0.00% | Add +3.9% | 2,605 | $245K |
| Founders Financial Securities LLC | 0.02% | Reduce -28.9% | 2,583 | $243K |
| Accurate Wealth Management, LLC | 0.04% | Add +15.3% | 2,592 | $242K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -35.7% | 2,569 | $241K |
| Thrive Capital Management, LLC | 0.08% | New | 2,565 | $241K |
| Flow Traders U.S. LLC | 0.01% | New | 2,561 | $240K |
| Auour Investments LLC | 0.08% | Add +5.8% | 2,551 | $240K |
| Horizon Investments, LLC | 0.00% | Reduce -12.0% | 2,542 | $237K |
| Calton & Associates, Inc. | 0.04% | Reduce -31.8% | 2,504 | $235K |
| Tactive Advisors, LLC | 0.08% | — | 2,502 | $235K |
| Parsons Capital Management Inc. | 0.01% | Reduce -8.9% | 2,495 | $234K |
| Larson Financial Group LLC | 0.01% | Add +0.7% | 2,492 | $234K |
| Essex Bank | 0.06% | No change | 2,489 | $234K |
| Breakwater Capital Group | 0.04% | Add +2.4% | 2,487 | $233K |
| Enterprise Bank & Trust Co | 0.09% | No change | 2,485 | $233K |
| Lynx Investment Advisory | 0.15% | New | 2,465 | $231K |
| Yoffe Investment Management, LLC | 0.32% | No change | 2,458 | $231K |
| Veltria Advisors Corp. | 0.15% | Add +1.3% | 2,454 | $230K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -0.5% | 2,454 | $230K |
| Talisman Wealth Advisors LLC | 0.21% | Reduce -4.6% | 2,419 | $227K |
| KDK Private Wealth Management, LLC | 0.24% | Add +3.1% | 2,375 | $223K |
| StoneX Group Inc. | 0.01% | Reduce -41.2% | 2,374 | $223K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -8.8% | 2,356 | $221K |
| HBW Advisory Services LLC | 0.03% | Add +2.3% | 2,351 | $221K |
| Eq LLC | 0.09% | Reduce -16.4% | 2,344 | $220K |
| BIP Wealth, LLC | 0.01% | No change | 2,302 | $216K |
| Intellectus Partners, LLC | 0.05% | No change | 2,300 | $216K |
| Oregon Pacific Wealth Management, LLC | 0.20% | New | 2,286 | $215K |
| Syntegra Private Wealth Group, LLC | 0.02% | Reduce -0.2% | 2,285 | $214K |
| Advisor Resource Council | 0.10% | Reduce -96.8% | 2,250 | $211K |
| FLP Wealth Management, LLC | 0.59% | Add +3.5% | 2,243 | $211K |
| Squarepoint Ops LLC | 0.00% | New | 2,235 | $210K |
| Lake Street Private Wealth, LLC | 0.03% | Add +0.7% | 2,224 | $209K |
| Bramshill Investments, LLC | 0.02% | Reduce -26.0% | 2,223 | $209K |
| Magnolia Capital Advisors LLC | 0.05% | No change | 2,221 | $209K |
| Total Clarity Wealth Management, Inc. | 0.06% | New | 2,207 | $207K |
| Matauro, LLC | 0.04% | Reduce -33.9% | 2,194 | $206K |
| Ironwood Investment Counsel, LLC | 0.03% | New | 2,189 | $206K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -11.5% | 2,161 | $203K |
| TrueWealth Advisors, LLC | 0.06% | Add +0.4% | 2,146 | $202K |
| GWN Securities Inc. | 0.04% | Reduce -82.7% | 2,121 | $201K |
| Grove Bank & Trust | 0.02% | New | 1,961 | $184K |
| Rice Partnership, LLC | 0.03% | No change | 1,950 | $183K |
| Independence Bank of Kentucky | 0.03% | No change | 1,906 | $179K |
| Deutsche Bank AG | 0.00% | No change | 1,906 | $179K |
| Nordwand Advisors, LLC | 0.03% | New | 1,840 | $173K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.1% | 1,809 | $170K |
| Rialto Wealth Management, LLC | 0.05% | Add +0.2% | 1,760 | $165K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,750 | $164K |
| Caldwell Trust Co | 0.02% | No change | 1,698 | $159K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +24.2% | 1,632 | $153K |
| Fairscale Capital, LLC | 0.11% | New | 1,635 | $152K |
| Colonial Trust Co / SC | 0.02% | Reduce -3.8% | 1,606 | $151K |
| Raleigh Capital Management Inc. | 0.06% | Reduce -2.8% | 1,498 | $141K |
| Signaturefd, LLC | 0.00% | Add +2.2% | 1,485 | $139K |
| Tucker Asset Management LLC | 0.04% | Add +137.3% | 1,407 | $132K |
| Sound Income Strategies, LLC | 0.01% | Reduce -37.0% | 1,395 | $131K |
| Tidemark, LLC | 0.04% | Reduce -1.6% | 1,388 | $130K |
| WPG Advisers, LLC | 0.11% | Add +16.3% | 1,376 | $129K |
| Sunbelt Securities, Inc. | 0.01% | Add +124.2% | 1,408 | $129K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +7.7% | 1,281 | $120K |
| Founders Financial Alliance, LLC | 0.03% | Add +27.5% | 1,238 | $116K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.8% | 1,228 | $115K |
| New Republic Capital, LLC | 0.04% | Reduce -51.0% | 1,148 | $108K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +12.2% | 1,139 | $107K |
| Keystone Global Partners, LLC | 0.06% | Add +128.9% | 1,094 | $103K |
| Bellevue Asset Management, LLC | 0.05% | Add +2752.6% | 1,084 | $102K |
| Brooklyn Investment Group | 0.01% | New | 1,072 | $101K |
| FWL Investment Management, LLC | 0.03% | Add +9409.1% | 1,046 | $98K |
| Richardson Financial Services Inc. | 0.06% | Reduce -42.3% | 991 | $93K |
| Loomis Sayles & Co. L P | 0.00% | New | 953 | $89K |
| SOA Wealth Advisors, LLC. | 0.02% | New | 893 | $84K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 834 | $78K |
| Tompkins Financial Corp. | 0.01% | Add +148.4% | 795 | $75K |
| Rossby Financial, LCC | 0.03% | Add +5.8% | 787 | $74K |
| Zions Bancorporation, National Association | 0.00% | No change | 783 | $74K |
| YANKCOM Partnership | 0.04% | No change | 761 | $71K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -24.9% | 736 | $69K |
| First PREMIER Bank | 0.02% | Add +11.1% | 739 | $69K |
| CENTRAL TRUST Co | 0.00% | Add +29.6% | 726 | $68K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 702 | $66K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 669 | $63K |
| AllSquare Wealth Management LLC | 0.03% | No change | 656 | $62K |
| Creekmur Asset Management LLC | 0.01% | Add +21.5% | 621 | $58K |
| Financial Gravity Companies, Inc. | 0.01% | — | 612 | $57K |
| Asset Dedication, LLC | 0.00% | New | 612 | $57K |
| REAP Financial Group, LLC | 0.01% | No change | 588 | $55K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -33.4% | 583 | $55K |
| Arlington Trust Co LLC | 0.01% | No change | 570 | $54K |
| Templeton & Phillips Capital Management, LLC | 0.04% | No change | 553 | $52K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +5.2% | 544 | $51K |
| Wood Tarver Financial Group, LLC | 0.01% | Reduce -4.6% | 540 | $50K |
| Garde Capital, Inc. | 0.00% | No change | 460 | $43K |
| Beacon Capital Management, LLC | 0.01% | Add +35.3% | 460 | $43K |
| Phillips Financial Management, LLC | 0.00% | No change | 450 | $42K |
| Quest 10 Wealth Builders, Inc. | 0.04% | No change | 442 | $41K |
| Key Financial Inc | 0.01% | No change | 434 | $41K |
| Evolution Wealth Management Inc. | 0.05% | — | 420 | $39K |
| MorganRosel Wealth Management, LLC | 0.01% | No change | 409 | $38K |
| Thompson Investment Management, Inc. | 0.01% | No change | 395 | $37K |
| Covestor Ltd | 0.02% | New | 396 | $37K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +317.2% | 388 | $36K |
| McIlrath & Eck, LLC | 0.00% | Reduce -6.6% | 382 | $36K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 380 | $36K |
| Aventura Private Wealth, LLC | 0.02% | No change | 377 | $35K |
| Rothschild Investment LLC | 0.00% | Reduce -14.1% | 377 | $35K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 350 | $33K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -44.6% | 334 | $31K |
| Tsfg, LLC | 0.01% | Add +106.8% | 335 | $31K |
| Eastern Bank | 0.00% | Add +17.9% | 329 | $31K |
| Curat Global, LLC | 0.03% | No change | 325 | $31K |
| LRI Investments, LLC | 0.00% | New | 320 | $30K |
| Delos Wealth Advisors, LLC | 0.02% | New | 279 | $26K |
| Kiker Wealth Management, LLC | 0.01% | Add +6.6% | 274 | $26K |
| Realta Investment Advisors | 0.01% | Add +3.0% | 270 | $25K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 270 | $25K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -92.3% | 265 | $25K |
| Clearstead Trust, LLC | 0.00% | New | 248 | $23K |
| Westside Investment Management, Inc. | 0.00% | No change | 246 | $23K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.2% | 244 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -4.1% | 235 | $22K |
| MCF Advisors LLC | 0.00% | Reduce -18.1% | 227 | $21K |
| North Capital, Inc. | 0.02% | Reduce -4.5% | 212 | $20K |
| Bellwether Advisors, LLC | 0.00% | No change | 208 | $20K |
| Morton Brown Family Wealth, LLC | 0.01% | Reduce -6.0% | 205 | $19K |
| Hughes Financial Services, LLC | 0.00% | Reduce -11.3% | 205 | $19K |
| Archer Investment Corp | 0.00% | Add +23.8% | 198 | $19K |
| Towne Trust Company, N.A | 0.01% | No change | 196 | $18K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -0.5% | 195 | $18K |
| HM Payson & Co. | 0.00% | New | 188 | $18K |
| SouthState Bank Corp | 0.00% | New | 185 | $17K |
| Nemes Rush Group LLC | 0.00% | New | 180 | $17K |
| Headlands Technologies LLC | 0.00% | Reduce -47.0% | 174 | $16K |
| SWAN Capital LLC | 0.01% | New | 169 | $16K |
| 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% | No change | 149 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | Add +46.4% | 142 | $13K |
| Park Square Financial Group, LLC | 0.01% | Add +2.5% | 124 | $12K |
| Aspect Partners, LLC | 0.01% | New | 120 | $11K |
| Breakwater Investment Management | 0.00% | No change | 119 | $11K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 117 | $11K |
| AlphaCore Capital LLC | 0.00% | Add +6.8% | 110 | $10K |
| Concord Wealth Partners | 0.00% | Reduce -60.8% | 107 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 103 | $10K |
| Howe & Rusling Inc. | 0.00% | Add +1.0% | 100 | $9K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | Reduce -100.0% | 100 | $9K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $9K |
| LGT Financial Advisors LLC | 0.02% | Reduce -51.5% | 95 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 92 | $9K |
| Nova Wealth Management, Inc. | 0.01% | New | 86 | $8K |
| Montag A & Associates Inc. | 0.00% | New | 79 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.4% | 74 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | Add +12.9% | 70 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 69 | $6K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 65 | $6K |
| NFSG Corp | 0.00% | Add +45.5% | 64 | $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% | No change | 60 | $6K |
| EPG Wealth Management LLC | 0.00% | Add +1.8% | 58 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 57 | $5K |
| Bfsg, LLC | 0.00% | No change | 55 | $5K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 50 | $5K |
| Salomon & Ludwin, LLC | 0.00% | New | 45 | $4K |
| Copia Wealth Management | 0.00% | New | 42 | $4K |
| Cardiff Park Advisors, LLC | 0.00% | New | 41 | $4K |
| Cooksen Wealth, LLC | 0.00% | Reduce -59.2% | 40 | $4K |
| Hollencrest Capital Management | 0.00% | New | 40 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | New | 40 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 37 | $3K |
| Crews Bank & Trust | 0.00% | New | 37 | $3K |
| Alerus Financial NA | 0.00% | New | 37 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -73.6% | 37 | $3K |
| Newton One Investments LLC | 0.00% | New | 36 | $3K |
| Chesapeake Asset Management LLC | 0.00% | No change | 34 | $3K |
| Olistico Wealth, LLC | 0.00% | Add +106.3% | 33 | $3K |
| Team Financial Group, LLC | 0.00% | New | 32 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 32 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $3K |
| Capital A Wealth Management, LLC | 0.03% | Reduce -97.1% | 27 | $3K |
| Choate Investment Advisors | 0.00% | New | 26 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 24 | $2K |
| Topsail Wealth Management, LLC | 0.00% | No change | 24 | $2K |
| Investors Research Corp | 0.00% | No change | 23 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 21 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 21 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | Reduce -93.8% | 20 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 20 | $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% | No change | 14 | $1K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 12 | $1K |
| Affinity Wealth LLC | 0.00% | No change | 12 | $1K |
| Dunhill Financial, LLC | 0.00% | New | 11 | $1K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -9.1% | 10 | $1K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -90.4% | 10 | $970 |
| SYM FINANCIAL Corp | 0.00% | New | 9 | $845 |
| Highline Wealth Partners LLC | 0.00% | New | 8 | $751 |
| Center for Financial Planning, Inc. | 0.00% | Reduce -97.3% | 4 | $376 |
| Darwin Wealth Management, LLC | 0.00% | No change | 4 | $375 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3 | $282 |
| Cheviot Value Management, LLC | 0.00% | No change | 3 | $281 |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.