iShares MBS ETFMBBETF
13F holders, Q3 2025 (September 30)933holders −9
76new positions
82sold out
5famous investors
$95.14avg. 13F price*
At the end of Q3 2025, 933 institutions reported holding iShares MBS ETF (MBB) in their 13F filings, down 9 from Q2 2025. 76 opened new positions and 82 sold out. The largest holders were Bank of America Corp. ($6.8B), JPMorgan Chase & Co. ($4.9B) and Envestnet Asset Management Inc. ($2.6B). 5 famous investors held it, including Ken Fisher (0.8% of Fisher Asset Management's portfolio), Ray Dalio (0.5% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $241.3M |
| Exits | 82 | $187.5M |
All 13F filers, Q2 2025 → Q3 2025: 28,136,592 shares bought and 9,550,135 shares sold, net +18,586,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 933 holders
| Bank of America Corp. | 0.51% | Add +11.8% | 71,895,725 | $6.8B |
| JPMorgan Chase & Co. | 0.31% | Add +2.3% | 51,677,674 | $4.9B |
| Envestnet Asset Management Inc. | 0.75% | Add +2.7% | 27,494,519 | $2.6B |
| LPL Financial LLC | 0.74% | Add +5.7% | 26,798,274 | $2.5B |
| Tiaa Trust, National Association | 5.86% | Add +5.8% | 25,364,396 | $2.4B |
| Fisher Asset Management | 0.78% | Add +5.7% | 22,503,900 | $2.1B |
| Ameriprise Financial Inc. | 0.31% | Add +2.0% | 14,290,044 | $1.4B |
| Morgan Stanley | 0.05% | Add +3.0% | 9,468,733 | $900.9M |
| Barclays PLC | 0.27% | Add +77.1% | 7,632,784 | $726.3M |
| Renaissancere Holdings Ltd. | 49.45% | Add +34.9% | 3,852,431 | $366.6M |
| Truist Financial Corp. | 0.47% | Reduce -0.8% | 3,620,667 | $344.5M |
| Stifel Financial Corp. | 0.31% | Reduce -10.4% | 3,559,460 | $338.7M |
| Allworth Financial LP | 1.34% | Add +3.0% | 3,193,216 | $303.8M |
| PNC Financial Services Group, Inc. | 0.17% | Reduce -1.1% | 2,884,191 | $274.4M |
| Midland Wealth Advisors, LLC | 13.51% | Add +42.9% | 2,654,483 | $252.6M |
| Wells Fargo & Company | 0.05% | Reduce -1.4% | 2,543,679 | $242.0M |
| BlackRock, Inc. | 0.00% | Add +2.7% | 2,379,845 | $226.4M |
| State of Tennessee, Department of Treasury | 0.74% | Add +3.1% | 2,338,900 | $222.5M |
| Sei Investments Co. | 0.22% | Add +12.4% | 2,176,254 | $207.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -33.6% | 2,037,455 | $193.9M |
| Cetera Investment Advisers | 0.22% | Add +8.0% | 2,019,952 | $192.2M |
| Cwm, LLC | 0.54% | Reduce -1.8% | 1,902,903 | $181.1M |
| Envestnet Portfolio Solutions, Inc. | 0.67% | Add +0.5% | 1,896,494 | $180.5M |
| MML Investors Services, LLC | 0.47% | Reduce -2.7% | 1,858,126 | $176.8M |
| Royal Bank of Canada | 0.03% | Reduce -37.7% | 1,788,497 | $170.2M |
| Composition Wealth, LLC | 2.54% | Reduce -3.5% | 1,782,186 | $169.6M |
| UBS Group AG | 0.03% | Add +3.1% | 1,768,740 | $168.3M |
| Dynasty Wealth Management, LLC | 2.09% | Add +10.8% | 1,649,146 | $156.9M |
| OneDigital Investment Advisors LLC | 1.55% | Add +2.6% | 1,583,829 | $150.7M |
| Quotient Wealth Partners, LLC | 4.10% | Add +5.4% | 1,572,615 | $149.6M |
| Prudential Financial Inc. | 0.17% | Add +0.8% | 1,475,719 | $140.4M |
| Bank of Montreal | 0.06% | Add +12.9% | 1,422,979 | $135.4M |
| Bessemer Group Inc. | 0.20% | Add +0.1% | 1,401,414 | $133.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.41% | Reduce -0.3% | 1,370,421 | $130.4M |
| Bridgewater Associates | 0.51% | Reduce -7.2% | 1,355,100 | $128.9M |
| Park Avenue Securities LLC | 1.00% | Add +1.9% | 1,353,322 | $128.8M |
| Raymond James Financial Inc. | 0.04% | Reduce -13.2% | 1,344,490 | $127.9M |
| Janney Montgomery Scott LLC | 0.29% | Add +6.6% | 1,303,371 | $124.0M |
| United Capital Financial Advisors, LLC | 0.89% | Add +1.7% | 1,299,050 | $123.6M |
| Blue Trust, Inc. | 1.37% | Add +3.3% | 1,284,272 | $122.2M |
| Merit Financial Group, LLC | 1.04% | Add +3.9% | 1,184,090 | $112.7M |
| Hancock Whitney Corp. | 2.00% | Reduce -6.5% | 1,154,423 | $109.8M |
| Asset Management One Co., Ltd. | 0.29% | Add +8.9% | 1,048,274 | $99.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.53% | Add +5.8% | 1,015,589 | $96.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.23% | No change | 975,687 | $88.8M |
| Annex Advisory Services, LLC | 1.74% | New | 860,417 | $81.9M |
| Sensible Financial Planning & Management, LLC. | 13.76% | Add +7.8% | 796,082 | $75.7M |
| Evoke Wealth, LLC | 1.46% | Add +4.2% | 733,887 | $69.8M |
| Avidian Wealth Enterprises, LLC | 2.54% | Add +3.4% | 709,399 | $67.5M |
| NewEdge Advisors, LLC | 0.30% | Add +8.0% | 701,493 | $66.7M |
| Mill Creek Capital Advisors, LLC | 1.36% | Add +5.7% | 694,788 | $66.1M |
| Alliancebernstein L.P. | 0.02% | Add +1.8% | 687,902 | $65.5M |
| Commonwealth Equity Services, LLC | 0.08% | Add +4.1% | 668,057 | $63.6M |
| CIBC Asset Management Inc | 0.18% | Add +5.9% | 662,680 | $63.1M |
| Allianz Asset Management GmbH | 0.08% | Add +13.1% | 661,076 | $62.9M |
| NorthCoast Asset Management LLC | 0.24% | Reduce -8.3% | 644,563 | $61.3M |
| Willis Johnson & Associates, Inc. | 3.72% | Add +8.9% | 631,260 | $60.1M |
| Nottingham Advisors, Inc. | 8.28% | Add +10.4% | 626,574 | $59.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -46.9% | 615,731 | $58.6M |
| State of Michigan Retirement System | 0.27% | No change | 600,000 | $57.1M |
| Rockland Trust Co. | 2.33% | Reduce -0.8% | 596,579 | $56.8M |
| Exchange Traded Concepts, LLC | 0.54% | Add +52.4% | 590,583 | $56.2M |
| Hilton Capital Management, LLC | 4.40% | Add +86.8% | 571,842 | $54.4M |
| Kestra Investment Management, LLC | 1.41% | Add +14.8% | 550,887 | $52.4M |
| Lutz Financial Services LLC | 3.71% | Add +9.9% | 538,957 | $51.3M |
| AE Wealth Management LLC | 0.33% | Add +14.0% | 536,585 | $51.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -0.0% | 525,828 | $50.0M |
| Dymon Asia Capital (singapore) Pte. LTD. | 20.05% | New | 523,700 | $49.8M |
| Korea Investment CORP | 0.10% | No change | 500,000 | $47.6M |
| Constellation Investments, Inc. | 2.20% | Reduce -9.5% | 495,924 | $47.2M |
| Stockman Wealth Management, Inc. | 5.83% | Add +16.4% | 493,525 | $47.0M |
| SkyView Investment Advisors, LLC | 5.91% | Add +0.6% | 492,229 | $46.8M |
| US Bancorp \de | 0.05% | Reduce -0.3% | 461,434 | $43.9M |
| Corient Private Wealth LP | 0.07% | Add +4.7% | 459,792 | $43.7M |
| Thrivent Financial for Lutherans | 0.09% | Add +240.9% | 455,738 | $43.4M |
| State of New Jersey Common Pension Fund D | 0.16% | Reduce -18.2% | 450,000 | $42.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.73% | Add +1.5% | 440,388 | $41.9M |
| Foundations Investment Advisors, LLC | 0.58% | Reduce -6.0% | 422,372 | $40.2M |
| Strategic Wealth Partners, Ltd. | 2.97% | Add +5.1% | 417,724 | $39.7M |
| Ocean Park Asset Management, LLC | 1.63% | Add +3057.7% | 416,463 | $39.6M |
| Northern Trust Corp. | 0.00% | Add +1.1% | 403,445 | $38.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +8.3% | 401,074 | $38.2M |
| Conning Inc. | 1.29% | No change | 387,672 | $36.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -1.5% | 383,424 | $36.5M |
| Cerity Partners OCIO LLC | 1.82% | Add +16.7% | 375,228 | $35.7M |
| Confluence Investment Management LLC | 0.50% | Add +27.1% | 366,497 | $34.9M |
| Dakota Wealth Management | 0.70% | Add +20.9% | 363,649 | $34.6M |
| St Germain D J Co. Inc. | 1.37% | Add +3.8% | 359,376 | $34.2M |
| FMR LLC | 0.00% | Reduce -3.5% | 354,121 | $33.7M |
| Parkside Investments, LLC | 4.12% | Add +39.4% | 346,303 | $33.0M |
| Bangor Savings Bank | 2.73% | Add +4.0% | 344,037 | $32.7M |
| Zurich Insurance Group Ltd | 0.23% | No change | 338,060 | $32.2M |
| Integrated Wealth Concepts LLC | 0.28% | Add +8.3% | 333,139 | $31.7M |
| Franklin Resources Inc. | 0.01% | Add +2.9% | 330,218 | $31.4M |
| Manning & Napier Advisors LLC | 0.40% | Reduce -6.3% | 328,643 | $31.3M |
| Clearwater Capital Advisors, LLC | 2.61% | Add +7.3% | 321,673 | $30.6M |
| Allstate Corp. | 0.69% | Add +46.5% | 317,413 | $30.2M |
| Sanctuary Advisors, LLC | 0.17% | Add +0.5% | 314,375 | $29.9M |
| Baird Financial Group, Inc. | 0.05% | Add +10.9% | 313,788 | $29.9M |
| JB Capital LLC | 1.27% | Add +7.6% | 308,304 | $29.3M |
| NorthRock Partners, LLC | 0.53% | Add +2099.2% | 305,205 | $29.0M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -9.3% | 304,620 | $29.0M |
| Cabot Wealth Management Inc. | 3.21% | Add +7.0% | 304,317 | $29.0M |
| Brookstone Capital Management | 0.34% | Add +3.1% | 298,881 | $28.4M |
| Modera Wealth Management, LLC | 0.32% | Reduce -0.2% | 287,880 | $27.4M |
| Federated Hermes, Inc. | 0.05% | Reduce -3.6% | 268,420 | $25.5M |
| Acorns Advisers, LLC | 0.20% | Add +5.1% | 266,578 | $25.4M |
| Meridian Wealth Partners, LLC | 3.40% | Add +5.0% | 259,900 | $24.7M |
| Northside Capital Management, LLC | 2.24% | Reduce -3.0% | 257,844 | $24.5M |
| Integrity Alliance, Llc. | 1.13% | Add +10.1% | 252,658 | $24.0M |
| Banque Cantonale Vaudoise | 0.90% | Add +2.9% | 251,000 | $23.9M |
| Carnegie Investment Counsel | 0.45% | Add +3.4% | 249,475 | $23.7M |
| Ascent Group, LLC | 0.83% | Add +5.4% | 247,057 | $23.5M |
| Avanda Investment Management Pte. Ltd. | 18.47% | Reduce -1.2% | 246,574 | $23.5M |
| Galvin, Gaustad & Stein, LLC | 1.90% | Add +0.2% | 242,726 | $23.1M |
| CIBC Private Wealth Group LLC | 0.04% | Add +32.6% | 236,774 | $22.5M |
| Principal Securities, Inc. | 0.36% | Add +34.4% | 231,823 | $22.1M |
| Private Advisor Group, LLC | 0.11% | Reduce -2.6% | 227,433 | $21.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -54.0% | 226,826 | $21.6M |
| Kelman-Lazarov, Inc. | 3.20% | Add +6.3% | 226,553 | $21.6M |
| Arvest Investments, Inc. | 3.08% | Reduce -7.3% | 225,804 | $21.5M |
| Johnson Financial Group, Inc. | 0.80% | Add +11.5% | 223,784 | $21.3M |
| Horst & Graben Wealth Management LLC | 3.20% | Add +2.1% | 220,241 | $21.0M |
| HighTower Advisors, LLC | 0.02% | Add +0.7% | 218,711 | $20.8M |
| Jacobson & Schmitt Advisors, LLC | 3.53% | New | 215,953 | $20.5M |
| Cerity Partners LLC | 0.03% | Reduce -33.8% | 212,595 | $20.2M |
| Advocacy Wealth Management, LLC | 0.87% | Add +5.4% | 211,115 | $20.1M |
| Kingsview Wealth Management, LLC | 0.31% | Reduce -29.2% | 210,715 | $20.0M |
| Mariner, LLC | 0.03% | Reduce -0.6% | 206,738 | $19.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +7.4% | 205,752 | $19.6M |
| Leavell Investment Management, Inc. | 0.82% | Add +7.5% | 203,373 | $19.4M |
| RKL Wealth Management LLC | 1.63% | Reduce -1.2% | 201,359 | $19.2M |
| Courier Capital LLC | 1.09% | Add +6.9% | 200,272 | $19.1M |
| TCW Group Inc. | 0.16% | Add +23.9% | 197,678 | $18.8M |
| Castleark Management LLC | 0.53% | No change | 196,905 | $18.7M |
| Global Retirement Partners, LLC | 0.42% | Reduce -1.9% | 196,258 | $18.7M |
| MAI Capital Management | 0.12% | Add +8.9% | 194,777 | $18.5M |
| Johns Hopkins University | 1.03% | No change | 193,437 | $18.4M |
| CFS Investment Advisory Services, LLC | 1.33% | Add +3.9% | 186,352 | $17.9M |
| Sharkey, Howes & Javer | 2.28% | Add +4.2% | 186,638 | $17.8M |
| Assetmark, Inc. | 0.04% | Reduce -82.2% | 184,561 | $17.6M |
| Rwa Wealth Partners, LLC | 0.20% | Reduce -18.4% | 181,920 | $17.3M |
| Lifeworks Advisors, LLC | 2.30% | Add +5.0% | 180,364 | $17.2M |
| Keybank National Association | 0.06% | Reduce -1.1% | 180,259 | $17.2M |
| AAFMAA Wealth Management & Trust LLC | 6.62% | Add +2.0% | 175,387 | $16.7M |
| Vise Technologies, Inc. | 0.61% | Add +7.7% | 172,271 | $16.4M |
| Capital International Investors | 0.00% | Add +161.4% | 170,644 | $16.2M |
| NewSquare Capital LLC | 1.10% | Reduce -0.3% | 170,043 | $16.2M |
| SteelPeak Wealth, LLC | 0.54% | Add +3.6% | 169,226 | $16.1M |
| Hilltop Holdings Inc. | 0.85% | Add +28.0% | 168,467 | $16.0M |
| Atria Investments, Inc | 0.18% | Reduce -0.3% | 165,624 | $15.8M |
| Stansberry Asset Management, LLC | 1.67% | Reduce -25.3% | 165,595 | $15.8M |
| First Trust Advisors LP | 0.01% | Add +99.0% | 161,875 | $15.4M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +32.1% | 159,302 | $15.2M |
| Tandem Wealth Advisors LLC | 7.07% | Add +7.3% | 156,362 | $14.9M |
| Austin Private Wealth, LLC | 1.13% | Reduce -4.9% | 154,866 | $14.7M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -7.7% | 152,678 | $14.5M |
| Smith Salley Wealth Management | 0.74% | Add +6.3% | 151,508 | $14.4M |
| &partners | 0.09% | Add +14.0% | 150,652 | $14.4M |
| Manhattan West Asset Management, LLC | 2.99% | Add +12.4% | 148,584 | $14.1M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +10.2% | 147,794 | $14.1M |
| Checchi Capital Advisers, LLC | 0.95% | Add +4.2% | 145,791 | $13.9M |
| Voisard Asset Management Group, Inc. | 3.18% | Add +6.9% | 144,619 | $13.8M |
| Heck Capital Advisors, LLC | 1.06% | Add +115.4% | 144,185 | $13.7M |
| High Falls Advisors, Inc | 2.80% | Add +0.3% | 142,899 | $13.6M |
| Bartlett & Co. Wealth Management LLC | 0.18% | Add +0.1% | 141,122 | $13.4M |
| Comerica Bank | 0.05% | Add +5.8% | 140,162 | $13.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -9.8% | 138,055 | $13.1M |
| Bernardo Wealth Planning LLC | 2.49% | Add +24.2% | 133,494 | $12.7M |
| Creative Planning | 0.01% | Reduce -7.9% | 130,758 | $12.4M |
| Trek Financial, LLC | 0.74% | Add +15.8% | 130,199 | $12.4M |
| Stone House Investment Management, LLC | 2.07% | Add +6.5% | 129,190 | $12.3M |
| Boltwood Capital Management | 3.26% | Add +0.2% | 128,790 | $12.3M |
| Icon Wealth Advisors, LLC | 0.82% | Add +5.6% | 127,684 | $12.1M |
| Cornerstone Management, Inc. | 1.98% | Add +12.0% | 126,141 | $12.0M |
| Compound Planning, Inc. | 0.39% | Add +12.6% | 125,204 | $11.9M |
| Triad Wealth Partners, LLC | 1.53% | Add +16.1% | 124,519 | $11.8M |
| Meteora Capital, LLC | 1.30% | Add +98.4% | 124,000 | $11.8M |
| Spectrum Investment Advisors, Inc. | 6.36% | Add +0.7% | 123,539 | $11.8M |
| Lazard Asset Management LLC | 0.02% | New | 123,470 | $11.7M |
| IFG Advisory, LLC | 0.52% | Add +5.5% | 121,270 | $11.5M |
| Farther Finance Advisors, LLC | 0.17% | Add +10.2% | 121,264 | $11.5M |
| Security Financial Services, INC. | 1.86% | Add +5.9% | 121,000 | $11.5M |
| Theory Financial LLC | 4.02% | Add +6.0% | 118,779 | $11.4M |
| Geneos Wealth Management Inc. | 0.29% | Reduce -9.2% | 118,393 | $11.3M |
| Modern Wealth Management, LLC | 0.22% | Reduce -25.9% | 117,564 | $11.2M |
| Perigon Wealth Management, LLC | 0.23% | Add +0.8% | 117,031 | $11.1M |
| Susquehanna International Group, LLP | 0.02% | New | 116,131 | $11.0M |
| One Wealth Advisors, LLC | 1.37% | Add +8.6% | 114,406 | $10.9M |
| Farmers & Merchants Investments Inc. | 0.31% | Reduce -25.4% | 114,275 | $10.9M |
| FDx Advisors, Inc. | 3.25% | Reduce -28.9% | 113,544 | $10.8M |
| Focus Partners Wealth | 0.02% | Add +1.6% | 114,016 | $10.8M |
| Westover Capital Advisors, LLC | 1.98% | Add +21.4% | 112,663 | $10.7M |
| Connable Office Inc. | 0.98% | Reduce -65.1% | 111,209 | $10.6M |
| Beacon Bridge Wealth Partners, LLC | 3.74% | Add +4.3% | 110,640 | $10.5M |
| EverSource Wealth Advisors, LLC | 0.42% | Reduce -4.2% | 110,290 | $10.5M |
| Compass Wealth Management, LLC | 4.57% | Add +24.8% | 108,465 | $10.3M |
| Equitable Holdings, Inc. | 0.08% | Add +9.5% | 108,324 | $10.3M |
| Shelter Mutual Insurance Co | 2.31% | Add +1.5% | 108,100 | $10.3M |
| Pictet Asset Management Holding SA | 0.01% | New | 106,000 | $10.1M |
| Rothschild Wealth LLC | 2.20% | Add +5.8% | 105,931 | $10.1M |
| Kelly Financial Services LLC | 2.60% | Add +5.9% | 105,682 | $10.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.58% | Add +14.3% | 104,656 | $10.0M |
| Hudson Capital Management LLC | 2.71% | Add +0.5% | 103,932 | $9.9M |
| WBH Advisory Inc. | 0.75% | Reduce -11.0% | 102,664 | $9.8M |
| BNP Paribas Financial Markets | 0.01% | Add +49.4% | 102,412 | $9.7M |
| Community Trust & Investment Co. | 0.52% | Reduce -3.4% | 100,900 | $9.6M |
| Foster & Motley Inc. | 0.51% | Add +24.4% | 100,218 | $9.5M |
| Invst, LLC | 1.06% | Reduce -0.2% | 98,228 | $9.3M |
| Cim, LLC | 1.21% | Reduce -8.4% | 97,635 | $9.3M |
| TSA Wealth Managment LLC | 3.11% | Add +2.9% | 96,191 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +28.0% | 93,330 | $8.9M |
| Anchor Capital Advisors LLC | 0.25% | Reduce -0.2% | 92,315 | $8.8M |
| Procyon Advisors, LLC | 0.52% | New | 91,599 | $8.7M |
| Vertex Planning Partners, LLC | 1.64% | Add +5.4% | 90,089 | $8.6M |
| TD Asset Management Inc | 0.01% | No change | 90,000 | $8.6M |
| Smartleaf Asset Management LLC | 0.53% | Add +9.2% | 89,346 | $8.5M |
| Ancora Advisors LLC | 0.17% | Add +17.6% | 89,338 | $8.5M |
| Rational Advisors, Inc. | 0.84% | Reduce -4.6% | 85,050 | $8.1M |
| Leuthold Group, LLC | 0.88% | Add +26.4% | 84,496 | $8.0M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -50.9% | 84,022 | $8.0M |
| Anfield Capital Management, LLC | 2.35% | Reduce -4.2% | 83,893 | $8.0M |
| Harbour Investments, Inc. | 0.18% | Reduce -10.2% | 81,858 | $7.8M |
| Blankinship & Foster, LLC | 1.70% | Reduce -0.4% | 81,791 | $7.8M |
| West Family Investments, Inc. | 1.72% | No change | 80,697 | $7.7M |
| Meiji Yasuda Asset Management Co Ltd. | 0.37% | Add +1.2% | 80,720 | $7.7M |
| Edge Wealth Management LLC | 1.36% | Reduce -1.3% | 80,590 | $7.7M |
| Beacon Financial Group | 0.74% | Add +19.8% | 79,567 | $7.6M |
| Cary Street Partners Financial LLC | 0.19% | Reduce -1.4% | 77,956 | $7.4M |
| SIMA Wealth Partners, LLC | 5.65% | Reduce -2.5% | 77,697 | $7.4M |
| Benjamin Edwards Inc. | 0.08% | Add +256.3% | 76,859 | $7.3M |
| Snider Financial Group | 1.95% | Add +0.7% | 75,264 | $7.2M |
| Lincoln Capital Corp. | 2.52% | Add +1.7% | 73,640 | $7.0M |
| Alternative Investment Advisors, LLC. | 3.14% | Reduce -1.9% | 72,511 | $6.9M |
| Regal Investment Advisors LLC | 0.45% | Add +1.9% | 71,955 | $6.8M |
| Forefront Wealth Partners, LLC | 1.72% | New | 71,706 | $6.8M |
| Lindenwold Advisors, INC | 3.19% | Add +4.5% | 70,870 | $6.7M |
| PAX Financial Group, LLC | 1.21% | Add +5.9% | 70,427 | $6.7M |
| Shared Vision Wealth Group LLC | 2.83% | Add +3.2% | 69,702 | $6.7M |
| Proficio Capital Partners LLC | 0.46% | Reduce -16.0% | 70,011 | $6.7M |
| Impact Partnership Wealth, LLC | 0.99% | Reduce -14.3% | 69,804 | $6.6M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +0.7% | 69,295 | $6.6M |
| Bay Harbor Wealth Management, LLC | 1.76% | Add +3.7% | 68,500 | $6.5M |
| Winthrop Capital Management, LLC | 1.57% | Reduce -1.9% | 68,439 | $6.5M |
| Municipal Employees' Retirement System of Michigan | 0.07% | No change | 67,551 | $6.4M |
| HRT Financial LP | 0.02% | New | 65,747 | $6.3M |
| Pettinga Financial Advisors LLC | 1.19% | Add +27.8% | 64,211 | $6.1M |
| Fort Point Capital Partners LLC | 0.77% | Add +3.8% | 63,822 | $6.1M |
| Boothbay Fund Management, LLC | 0.16% | Add +98.4% | 62,000 | $5.9M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +27.3% | 61,490 | $5.9M |
| McNaughton Wealth Management, LLC | 2.41% | Add +3.7% | 59,974 | $5.7M |
| Keystone Financial Services | 1.77% | Add +2.1% | 59,963 | $5.7M |
| Legacy Financial Group LLC | 0.74% | Add +9.3% | 59,712 | $5.7M |
| Capital Analysts, LLC | 0.17% | Add +9.9% | 59,604 | $5.7M |
| CI Investments Inc. | 0.02% | Reduce -37.5% | 59,457 | $5.7M |
| Archford Capital Strategies, LLC | 0.67% | New | 58,857 | $5.6M |
| Columbus Macro, LLC | 0.64% | Reduce -2.9% | 58,847 | $5.6M |
| SigFig Wealth Management, LLC | 0.17% | Add +5.6% | 58,506 | $5.6M |
| Cobblestone Asset Management LLC | 2.54% | Add +3.8% | 58,291 | $5.5M |
| Endurance Services Ltd | 0.92% | No change | 57,544 | $5.5M |
| Belpointe Asset Management LLC | 0.21% | Reduce -1.5% | 57,472 | $5.5M |
| Wealth Alliance, LLC | 0.56% | Add +4.9% | 56,972 | $5.4M |
| World Investment Advisors | 0.11% | Add +1.3% | 56,721 | $5.4M |
| First American Trust, FSB | 0.39% | Reduce -3.8% | 56,633 | $5.4M |
| Essential Planning, LLC. | 1.84% | Reduce -0.3% | 56,319 | $5.4M |
| Betterment LLC | 0.01% | Reduce -1.7% | 56,039 | $5.3M |
| Genesis Wealth Advisors, LLC | 3.73% | Add +0.6% | 55,643 | $5.3M |
| Liberty Wealth Management LLC | 0.74% | Add +4.3% | 55,610 | $5.3M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -2.1% | 55,448 | $5.3M |
| Boyd Watterson Asset Management LLC | 1.55% | Reduce -4.2% | 54,685 | $5.2M |
| Jmac Enterprises LLC | 1.00% | Add +6.5% | 52,889 | $5.0M |
| Choreo, LLC | 0.07% | Reduce -1.8% | 52,471 | $5.0M |
| Advus Financial Partners, LLC | 1.20% | Add +1.0% | 52,434 | $5.0M |
| Independent Financial Group, LLC | 0.12% | Add +18.2% | 52,409 | $5.0M |
| Tortoise Investment Management, LLC | 0.44% | Reduce -26.8% | 51,886 | $4.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +11.2% | 51,085 | $4.9M |
| JT Stratford LLC | 0.65% | Add +504.2% | 51,046 | $4.9M |
| Apeiron RIA LLC | 1.08% | Add +18.9% | 50,447 | $4.8M |
| Captrust Financial Advisors | 0.01% | Reduce -9.1% | 50,457 | $4.8M |
| True Vision MN LLC | 2.50% | Add +5.5% | 50,427 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.04% | New | 50,083 | $4.8M |
| Inspire Advisors, LLC | 0.46% | Reduce -5.2% | 50,034 | $4.8M |
| Signal Advisors Wealth, LLC | 0.43% | Add +10.2% | 49,718 | $4.7M |
| McKinley Carter Wealth Services, Inc. | 0.25% | Reduce -2.0% | 49,633 | $4.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.10% | New | 49,042 | $4.7M |
| Quattro Financial Advisors LLC | 1.48% | Reduce -1.0% | 49,080 | $4.7M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +22.4% | 48,683 | $4.6M |
| WCG Wealth Advisors LLC | 0.29% | Reduce -2.9% | 48,401 | $4.6M |
| Integrated Advisors Network LLC | 0.19% | Reduce -1.7% | 48,069 | $4.6M |
| Diversify Advisory Services, LLC | 0.15% | Reduce -47.7% | 47,892 | $4.6M |
| Mayflower Financial Advisors, LLC | 0.57% | Add +10.3% | 47,656 | $4.5M |
| Friedenthal Financial | 2.34% | Add +1103.1% | 47,536 | $4.5M |
| Riggs Asset Managment Co. Inc. | 0.97% | Add +24.1% | 47,127 | $4.5M |
| Cypress Wealth Services, LLC | 0.72% | Add +2.0% | 46,393 | $4.4M |
| Shepherd Financial Partners LLC | 0.42% | Add +4.7% | 45,850 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +9.5% | 44,625 | $4.2M |
| Knights of Columbus Asset Advisors LLC | 0.24% | Add +171.6% | 43,729 | $4.2M |
| Simplicity Wealth,LLC | 0.24% | Reduce -47.3% | 43,477 | $4.1M |
| Focus Financial Network, Inc. | 0.15% | Add +3.0% | 43,386 | $4.1M |
| Apollon Wealth Management, LLC | 0.07% | Add +31.7% | 43,003 | $4.1M |
| Proffitt & Goodson Inc. | 0.58% | Reduce -1.7% | 42,198 | $4.0M |
| WealthShield Partners, LLC | 0.45% | Add +2.7% | 41,501 | $3.9M |
| Insight Wealth Strategies, LLC | 0.46% | Reduce -0.4% | 41,244 | $3.9M |
| Independent Advisor Alliance | 0.10% | Add +11.5% | 41,123 | $3.9M |
| Parallel Advisors, LLC | 0.07% | Add +14.6% | 41,018 | $3.9M |
| Sunesis Advisors, LLC | 1.81% | — | 40,692 | $3.9M |
| Bristlecone Advisors, LLC | 0.32% | Add +26.9% | 40,475 | $3.9M |
| Sovran Advisors, LLC | 0.34% | Add +0.2% | 39,882 | $3.8M |
| Advisory Services Network, LLC | 0.06% | Reduce -6.4% | 39,651 | $3.8M |
| Fermata Advisors, LLC | 0.96% | Add +43.4% | 39,602 | $3.8M |
| Mutual Advisors, LLC | 0.08% | Add +2.9% | 38,223 | $3.7M |
| Client 1ST Advisory Group, LLC | 1.21% | Add +3.7% | 38,269 | $3.6M |
| Csenge Advisory Group | 0.17% | Reduce -10.6% | 37,245 | $3.5M |
| Ashton Thomas Securities, LLC | 0.46% | Reduce -7.9% | 34,697 | $3.3M |
| Citizens & Northern Corp. | 0.81% | No change | 34,380 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +10.8% | 34,093 | $3.2M |
| Endeavor Private Wealth, Inc. | 1.00% | Add +5.2% | 33,920 | $3.2M |
| Tme Financial, Inc. | 2.41% | Add +4.6% | 33,749 | $3.2M |
| Sachetta, LLC | 1.20% | Reduce -3.2% | 33,742 | $3.2M |
| Bailard, Inc. | 0.07% | Reduce -7.6% | 33,217 | $3.2M |
| Bigelow Investment Advisors, LLC | 1.27% | Add +13.9% | 33,182 | $3.2M |
| Centurion Wealth Management LLC | 0.72% | Add +5.7% | 33,151 | $3.2M |
| Elevation Point Wealth Partners, LLC | 0.22% | Add +35.6% | 32,993 | $3.1M |
| James Investment Research, Inc. | 0.34% | Reduce -1.9% | 32,656 | $3.1M |
| Jacobi Capital Management LLC | 0.19% | Add +5.4% | 32,630 | $3.1M |
| UNIVEST FINANCIAL Corp | 0.17% | Add +14.5% | 32,422 | $3.1M |
| Hexagon Capital Partners LLC | 0.61% | Add +11.6% | 32,089 | $3.1M |
| Centennial Wealth Advisory LLC | 0.85% | Add +3.4% | 32,009 | $3.0M |
| Brian Low Financial Group, LLC | 2.34% | Reduce -4.8% | 31,719 | $3.0M |
| Atlatl Advisers LLC | 1.19% | Reduce -2.1% | 31,501 | $3.0M |
| Snowden Capital Advisors LLC | 0.08% | Add +3.6% | 30,486 | $2.9M |
| 5T Wealth, LLC | 1.25% | Add +13.2% | 30,145 | $2.9M |
| Trivium Point Advisory, LLC | 0.29% | Add +34.8% | 30,054 | $2.9M |
| Aptus Capital Advisors, LLC | 0.03% | Add +40.4% | 30,042 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +6.5% | 29,644 | $2.8M |
| Sierra Capital LLC | 0.31% | Reduce -5.9% | 28,930 | $2.8M |
| Hoxton Planning & Management, LLC | 0.89% | Add +12.3% | 29,171 | $2.8M |
| Arkadios Wealth Advisors | 0.07% | Add +26.1% | 29,007 | $2.8M |
| Quadrant Private Wealth Management, LLC | 0.49% | Add +4.7% | 28,457 | $2.7M |
| D L Carlson Investment Group Inc. | 0.45% | Add +89.1% | 28,324 | $2.7M |
| Edgestream Partners, L.P. | 0.08% | Add +217.5% | 28,189 | $2.7M |
| Mma Asset Management LLC | 0.89% | Add +51.7% | 28,129 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +18.1% | 28,052 | $2.7M |
| Buttonwood Financial Group, LLC | 1.15% | Add +3.9% | 27,931 | $2.7M |
| Naples Global Advisors, LLC | 0.21% | Add +32.0% | 27,851 | $2.7M |
| Tritonpoint Wealth, LLC | 0.23% | Reduce -0.1% | 27,699 | $2.6M |
| Cobblestone Capital Advisors LLC | 0.13% | Add +9.1% | 27,616 | $2.6M |
| Yukon Wealth Management, Inc. | 0.86% | Reduce -3.1% | 27,615 | $2.6M |
| Trajan Wealth LLC | 0.11% | Reduce -22.5% | 27,515 | $2.6M |
| RHS Financial, LLC | 1.36% | Add +43.2% | 27,511 | $2.6M |
| GeoWealth Management, LLC | 0.09% | Add +329.8% | 27,345 | $2.6M |
| JGP Wealth Management, LLC | 0.29% | Add +44.7% | 27,102 | $2.6M |
| Swmg, LLC | 0.78% | Reduce -11.8% | 26,815 | $2.6M |
| Mach-1 Financial Group, LLC | 0.41% | New | 26,970 | $2.6M |
| Integrity Advisory Solutions, LLC | 0.41% | — | 26,970 | $2.6M |
| Private Trust Co. NA | 0.22% | Reduce -21.9% | 26,777 | $2.5M |
| Cornerstone Planning Group LLC | 0.41% | Add +3497.4% | 26,477 | $2.5M |
| ArborFi Advisors, LLC | 2.04% | Add +0.2% | 26,382 | $2.5M |
| Optas, LLC | 0.43% | Reduce -58.9% | 26,325 | $2.5M |
| Tradition Wealth Management, LLC | 0.18% | Reduce -6.2% | 26,136 | $2.5M |
| Compass Financial Group, Inc. | 1.11% | New | 26,024 | $2.5M |
| Verus Capital Partners, LLC | 0.19% | Add +8.2% | 25,772 | $2.5M |
| Barnes Wealth Management Group, Inc | 1.35% | Reduce -0.2% | 25,721 | $2.4M |
| Braun-Bostich & Associates Inc. | 1.52% | Add +4.2% | 25,326 | $2.4M |
| Citigroup Inc. | 0.00% | Add +6.6% | 25,303 | $2.4M |
| American National Bank of Texas | 2.25% | — | 25,079 | $2.4M |
| IFP Advisors, Inc | 0.06% | Add +4.4% | 25,036 | $2.4M |
| Washington Trust Bank | 0.17% | No change | 24,860 | $2.4M |
| DecisionMap Wealth Management, LLC | 1.51% | Add +2.6% | 24,777 | $2.4M |
| DB Fitzpatrick & Co, Inc | 2.13% | Reduce -2.1% | 24,726 | $2.4M |
| Creative Financial Designs Inc. | 0.16% | Add +8.9% | 24,566 | $2.3M |
| Voya Financial Advisors, Inc. | 0.22% | Reduce -65.2% | 24,442 | $2.3M |
| Kickstand Ventures, Llc. | 0.50% | Reduce -38.8% | 23,875 | $2.3M |
| Van Hulzen Asset Management, LLC | 0.17% | Reduce -1.3% | 23,831 | $2.3M |
| Waverly Advisors, LLC | 0.02% | Add +18.8% | 23,784 | $2.3M |
| Guggenheim Capital LLC | 0.02% | Reduce -51.9% | 23,281 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Add +9.7% | 23,025 | $2.2M |
| Great Diamond Partners, LLC | 0.42% | Add +14.7% | 22,957 | $2.2M |
| ShoreHaven Wealth Partners, LLC | 0.81% | Add +3.8% | 22,931 | $2.2M |
| Mgo One Seven LLC | 0.05% | Add +20.5% | 22,618 | $2.2M |
| Bestgate Wealth Advisors, LLC | 3.77% | Add +2.5% | 22,439 | $2.1M |
| Copperleaf Capital, LLC | 1.02% | Add +1.3% | 22,373 | $2.1M |
| One Wealth Capital Management, LLC | 0.95% | Add +5.7% | 22,337 | $2.1M |
| Community Bank, N.A. | 0.26% | Reduce -3.1% | 22,298 | $2.1M |
| MA Private Wealth | 0.36% | No change | 22,214 | $2.1M |
| First Citizens Bank & Trust Co. | 0.05% | Add +57.3% | 22,019 | $2.1M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Add +11.0% | 21,987 | $2.1M |
| Trilogy Capital Inc. | 0.10% | Add +33.2% | 21,980 | $2.1M |
| Stelac Advisory Services LLC | 0.70% | Add +2.2% | 21,166 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Add +4.8% | 21,154 | $2.0M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -93.1% | 20,894 | $2.0M |
| Strategic Blueprint, LLC | 0.09% | Reduce -3.9% | 20,892 | $2.0M |
| Guardian Wealth Advisors, LLC / NC | 0.13% | Add +53.5% | 20,870 | $2.0M |
| Patten & Patten Inc. | 0.11% | Add +35.3% | 20,200 | $1.9M |
| Northwest Capital Management Inc | 2.02% | Reduce -50.3% | 20,183 | $1.9M |
| BCU Wealth Advisors, LLC | 0.77% | Reduce -7.1% | 19,972 | $1.9M |
| Lifelong Wealth Advisors, Inc. | 0.56% | Add +5.5% | 19,682 | $1.9M |
| Intelligence Driven Advisers, LLC | 0.26% | Reduce -1.1% | 19,658 | $1.9M |
| Kilter Group LLC | 0.89% | Add +9.7% | 19,627 | $1.9M |
| RDA Financial Network | 0.46% | Add +3.3% | 19,607 | $1.9M |
| WealthPLAN Partners, LLC | 0.28% | Add +14.3% | 19,572 | $1.9M |
| Gateway Wealth Partners, LLC | 0.25% | Add +11.0% | 19,533 | $1.9M |
| Payne Capital LLC | 1.88% | — | 19,497 | $1.9M |
| Coordinated Financial Services, Inc. | 1.21% | Add +0.6% | 19,481 | $1.9M |
| Sheets Smith Wealth Management | 0.21% | Reduce -2.6% | 19,465 | $1.9M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -4.3% | 19,389 | $1.8M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.2% | 19,388 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +4.1% | 19,298 | $1.8M |
| Western Wealth Management, LLC | 0.10% | Add +9.6% | 19,281 | $1.8M |
| Redwood Investment Management, LLC | 0.20% | Add +11.7% | 18,937 | $1.8M |
| IFS Group,LLC | 1.58% | — | 18,853 | $1.8M |
| Richmond Investment Services, LLC | 0.33% | Add +34.0% | 18,842 | $1.8M |
| Lodestar Private Asset Management LLC | 0.19% | Reduce -2.6% | 18,806 | $1.8M |
| Twin Peaks Wealth Advisors, LLC | 0.61% | Add +15.0% | 18,777 | $1.8M |
| MIdWestOne Financial Group, Inc. | 0.21% | Add +1.7% | 18,440 | $1.8M |
| Alteri Wealth LLC | 0.60% | Add +10.8% | 18,349 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -12.2% | 18,337 | $1.7M |
| LifePlan Investment Advisors, Inc. | 0.72% | Add +14.5% | 18,134 | $1.7M |
| Lakeshore Capital Group, Inc. | 1.38% | Add +20.3% | 18,012 | $1.7M |
| Maia Wealth LLC | 0.29% | Add +6.9% | 17,964 | $1.7M |
| Synovus Financial Corp. | 0.02% | Add +8.9% | 17,901 | $1.7M |
| Haverford Trust Co | 0.02% | Reduce -17.7% | 17,698 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.9% | 17,635 | $1.7M |
| Advisory Research Inc. | 0.22% | No change | 17,518 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.2% | 17,247 | $1.6M |
| M&T Bank Corp | 0.01% | Reduce -0.7% | 16,938 | $1.6M |
| Arete Wealth Advisors, LLC | 0.10% | Add +12.2% | 16,726 | $1.6M |
| K2 Financial Inc. | 1.26% | Add +5.9% | 16,445 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -63.3% | 16,327 | $1.6M |
| Strategy Asset Managers LLC | 0.28% | Add +50.5% | 16,231 | $1.5M |
| Davis Wealth Advisors, LLC | 1.39% | Add +6.0% | 16,218 | $1.5M |
| Clearview Wealth Advisors LLC | 0.98% | Add +4.0% | 16,100 | $1.5M |
| Farmers National Bank | 0.36% | No change | 16,031 | $1.5M |
| Fiduciary Trust Co | 0.02% | Reduce -0.8% | 15,892 | $1.5M |
| Fullcircle Wealth LLC | 0.53% | Add +6.3% | 15,866 | $1.5M |
| Ascentis Wealth Management, LLC | 0.36% | Reduce -4.1% | 15,880 | $1.5M |
| Watershed Private Wealth LLC | 0.47% | Add +66.6% | 15,755 | $1.5M |
| Commerce Bank | 0.01% | Add +3.7% | 15,636 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Add +2.3% | 15,398 | $1.5M |
| Droms Strauss Advisors Inc. /Mo/ | 0.42% | Add +120.0% | 15,223 | $1.4M |
| Financial Advocates Investment Management | 0.81% | Reduce -90.8% | 15,174 | $1.4M |
| Colton Groome Financial Advisors, LLC | 0.44% | Add +71.1% | 15,170 | $1.4M |
| BOS Asset Management, LLC | 0.41% | Add +10.8% | 15,147 | $1.4M |
| GHP Investment Advisors, Inc. | 0.06% | Reduce -2.8% | 15,020 | $1.4M |
| Alterna Wealth Management, Inc. | 1.17% | Add +19.4% | 14,981 | $1.4M |
| Crabel Capital Management, LLC | 1.26% | Reduce -53.3% | 14,835 | $1.4M |
| Range Financial Group LLC | 0.51% | Add +10.2% | 14,826 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +7.0% | 14,749 | $1.4M |
| Regimen Wealth, LLC | 0.42% | Add +2.5% | 14,713 | $1.4M |
| DMC Group, LLC | 0.97% | Reduce -10.1% | 14,706 | $1.4M |
| TD Private Client Wealth LLC | 0.03% | Add +9.1% | 14,703 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +4.3% | 14,671 | $1.4M |
| Emergent Wealth Advisors, LLC | 0.80% | Reduce -1.5% | 14,491 | $1.4M |
| Chapman Financial Group, LLC | 0.95% | Add +56.7% | 14,443 | $1.4M |
| Concorde Asset Management, LLC | 0.57% | — | 14,422 | $1.4M |
| May Hill Capital, LLC | 0.40% | Add +8.9% | 14,334 | $1.4M |
| First Heartland Consultants, Inc. | 0.11% | Add +3.0% | 14,194 | $1.4M |
| Two West Capital Advisors LLC | 0.81% | Add +2.3% | 13,994 | $1.3M |
| Sage Advisory Services, Ltd.Co. | 0.70% | Reduce -92.8% | 14,094 | $1.3M |
| Montecito Bank & Trust | 0.21% | — | 14,078 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +65.7% | 14,009 | $1.3M |
| Legacy Edge Advisors, LLC | 0.16% | Reduce -49.6% | 13,999 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -21.2% | 13,903 | $1.3M |
| Keebeck Wealth Management | 0.16% | Add +66.7% | 13,876 | $1.3M |
| CAP Partners, LLC | 0.75% | Add +16.1% | 13,800 | $1.3M |
| Cadence Bank | 0.08% | Reduce -2.1% | 13,666 | $1.3M |
| Optivise Advisory Services LLC | 0.77% | Reduce -16.2% | 13,658 | $1.3M |
| Mather Group, Llc. | 0.01% | Reduce -4.0% | 13,556 | $1.3M |
| Firethorn Wealth Partners, LLC | 0.51% | Add +2.3% | 13,486 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.6% | 13,446 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +0.8% | 13,395 | $1.3M |
| Gen-Wealth Partners Inc | 0.43% | Add +2.8% | 13,337 | $1.3M |
| Bush Investment Group, LLC | 0.75% | Add +8.0% | 13,296 | $1.3M |
| Silverlake Wealth Management LLC | 0.31% | Reduce -14.5% | 13,070 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +1.2% | 12,931 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -49.2% | 12,834 | $1.2M |
| Magnus Financial Group LLC | 0.10% | Reduce -4.2% | 12,668 | $1.2M |
| Spire Wealth Management | 0.04% | Reduce -13.1% | 12,660 | $1.2M |
| RCS Financial Planning, LLC | 0.53% | Add +17.8% | 12,534 | $1.2M |
| M1 Capital Management LLC | 0.50% | Add +1.2% | 12,277 | $1.2M |
| Gotham Asset Management | 0.01% | No change | 12,074 | $1.1M |
| Traveka Wealth, LLC | 0.51% | New | 12,057 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +32.1% | 11,994 | $1.1M |
| BNP Paribas | 0.03% | No change | 12,000 | $1.1M |
| MSH Capital Advisors LLC | 0.31% | Add +22.3% | 11,964 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -1.0% | 11,854 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Add +13.0% | 11,851 | $1.1M |
| Maripau Wealth Management LLC | 0.55% | Reduce -17.7% | 11,551 | $1.1M |
| Chesapeake Capital Corp. | 0.98% | — | 11,439 | $1.1M |
| Tidal Investments LLC | 0.00% | No change | 11,455 | $1.1M |
| Pure Financial Advisors, LLC | 0.02% | Add +45.9% | 11,225 | $1.1M |
| UMB Bank, n.a. | 0.02% | Reduce -3.8% | 11,151 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -40.0% | 11,062 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.36% | Add +1.5% | 11,087 | $1.1M |
| Greenwich Wealth Management LLC | 0.05% | Add +10.8% | 10,908 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Reduce -65.0% | 10,746 | $1.0M |
| Brookwood Investment Group LLC | 0.13% | Add +9.6% | 10,645 | $1.0M |
| Summit Wealth Group, LLC | 0.24% | Reduce -0.1% | 10,585 | $1.0M |
| Americana Partners, LLC | 0.03% | Add +2.0% | 10,584 | $1.0M |
| Clarendon Private LLC | 0.91% | Add +0.1% | 10,491 | $998K |
| Diversified Enterprises, LLC | 0.07% | Add +3.2% | 10,477 | $997K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -19.5% | 10,387 | $988K |
| Resurgent Financial Advisors LLC | 0.48% | Reduce -3.7% | 10,349 | $985K |
| Tempus Wealth Planning, LLC | 0.23% | Reduce -14.0% | 10,342 | $984K |
| Nwam LLC | 0.05% | Add +12.2% | 10,249 | $984K |
| Koshinski Asset Management, Inc. | 0.07% | Add +4.7% | 10,198 | $970K |
| Rosenberg Matthew Hamilton | 0.21% | Add +18.3% | 10,132 | $964K |
| Perennial Investment Advisors, LLC | 0.08% | Reduce -5.6% | 10,058 | $957K |
| Auour Investments LLC | 0.31% | Add +289.4% | 9,934 | $945K |
| Vernal Point Advisors, LLC | 0.40% | Reduce -7.1% | 9,795 | $932K |
| Argent Trust Co | 0.03% | Add +233.6% | 9,790 | $932K |
| Wealthgarden F.S. LLC | 0.66% | Reduce -11.2% | 9,705 | $931K |
| LexAurum Advisors, LLC | 0.13% | Reduce -0.1% | 9,713 | $924K |
| Birch Financial Group, LLC | 0.54% | Add +13.5% | 9,694 | $922K |
| FC Advisory LLC | 0.27% | Add +0.2% | 9,540 | $908K |
| FSC Wealth Advisors, LLC | 0.52% | Add +10.9% | 9,492 | $903K |
| Seed Wealth Management, Inc. | 0.62% | No change | 9,420 | $896K |
| Tyche Wealth Partners LLC | 0.16% | Add +45.3% | 9,358 | $890K |
| Lido Advisors, LLC | 0.00% | Reduce -38.0% | 9,345 | $889K |
| Acropolis Investment Management, LLC | 0.05% | Add +4.8% | 9,467 | $889K |
| AQR Capital Management | 0.00% | Add +27.1% | 9,120 | $868K |
| Sutton Place Investors LLC | 0.49% | Reduce -0.6% | 9,116 | $867K |
| PFG Investments, LLC | 0.04% | Reduce -23.5% | 9,082 | $864K |
| Sowell Financial Services LLC | 0.03% | Add +4.5% | 9,065 | $863K |
| Carter Financial Group, INC. | 0.51% | Reduce -24.1% | 8,894 | $846K |
| Carr Financial Group Corp | 0.23% | Add +1.1% | 8,894 | $846K |
| Presidio Capital Management, LLC | 0.29% | Add +20.2% | 8,778 | $835K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +3.6% | 8,727 | $830K |
| Summit Financial, LLC | 0.01% | Add +9.1% | 8,682 | $826K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +1.7% | 8,659 | $824K |
| Delta Wealth Advisors LLC | 0.64% | Add +0.8% | 8,599 | $818K |
| Concord Investment Counsel Inc. | 0.26% | — | 8,565 | $815K |
| Aspire Private Capital, LLC | 0.18% | Add +2.8% | 8,560 | $815K |
| Retirement Wealth Solutions LLC | 0.53% | Add +10.6% | 8,543 | $813K |
| Pacific Financial Group Inc. | 0.60% | Add +7.7% | 8,542 | $813K |
| Steinberganna Wealth Management | 0.38% | — | 8,512 | $810K |
| North Forty Two & Co. | 0.78% | Add +46.6% | 8,433 | $802K |
| Balance Wealth Partners LLC | 0.20% | Reduce -16.1% | 8,428 | $802K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +13.6% | 8,419 | $801K |
| Diversified Portfolios, Inc. | 0.07% | No change | 8,175 | $778K |
| Global Assets Advisory, LLC | 0.23% | Reduce -3.3% | 8,151 | $776K |
| DAVENPORT & Co LLC | 0.00% | Add +10.8% | 8,111 | $772K |
| CIBC Bancorp USA Inc. | 0.00% | — | 8,085 | $769K |
| SWS Partners | 0.19% | Add +0.1% | 8,034 | $764K |
| WealthTrak Capital Management LLC | 0.62% | Add +44.8% | 7,888 | $751K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -5.5% | 7,828 | $745K |
| United Advisor Group, LLC | 0.10% | Add +10.1% | 7,810 | $743K |
| Florin Court Capital LLP | 0.58% | No change | 7,800 | $742K |
| Transamerica Financial Advisors, LLC | 0.06% | New | 7,799 | $742K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +4.5% | 7,780 | $740K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.3% | 7,731 | $737K |
| Exit Wealth Advisors, LLC. | 0.49% | — | 7,750 | $737K |
| 180 Wealth Advisors, LLC | 0.09% | Add +9.1% | 7,723 | $735K |
| Beacon Financial Advisory LLC | 0.17% | Reduce -0.2% | 7,590 | $722K |
| Transcend Capital Advisors, LLC | 0.05% | Add +10.0% | 7,570 | $720K |
| Sovereign Financial Group, Inc. | 0.13% | Add +2.3% | 7,558 | $719K |
| CoreCap Advisors, LLC | 0.03% | Add +7.5% | 7,533 | $717K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -46.1% | 7,528 | $716K |
| Pinnacle Bancorp, Inc. | 0.21% | Reduce -10.3% | 7,427 | $707K |
| Legacy Capital Wealth Partners, LLC | 0.15% | Add +1.8% | 7,384 | $703K |
| Spectrum Planning & Advisory Services Inc. | 0.39% | Reduce -8.4% | 7,321 | $697K |
| F/m Investments LLC | 0.03% | Reduce -83.1% | 7,173 | $682K |
| Insigneo Advisory Services, LLC | 0.05% | New | 7,172 | $682K |
| Vantage Financial Partners, LLC | 0.14% | Reduce -20.1% | 7,168 | $682K |
| Sculati Wealth Management, LLC | 0.24% | Add +61.2% | 7,167 | $682K |
| Fortis Capital Advisors, LLC | 0.11% | New | 7,147 | $680K |
| Narus Financial Partners, LLC | 0.18% | Add +5.7% | 7,100 | $676K |
| Latitude Advisors, LLC | 0.31% | Add +8.8% | 7,051 | $671K |
| Cary Street Partners Investment Advisory LLC | 0.28% | Add +63.1% | 7,020 | $668K |
| Annandale Capital, LLC | 0.12% | No change | 7,011 | $667K |
| Lion Street Advisors, LLC | 0.23% | Reduce -69.9% | 6,151 | $663K |
| Trinity Wealth Management, LLC | 0.25% | Add +1.2% | 6,934 | $660K |
| Saxony Capital Management, LLC | 0.43% | Reduce -73.0% | 6,896 | $656K |
| Engineers Gate Manager LP | 0.01% | New | 6,896 | $656K |
| Stephens Inc. | 0.01% | Reduce -1.7% | 6,813 | $648K |
| NBT Bank, N.A. | 0.04% | Reduce -18.2% | 5,565 | $648K |
| VestGen Advisors, LLC | 0.02% | Add +9.9% | 6,800 | $647K |
| Absolute Capital Management, LLC | 0.28% | Add +6.9% | 6,787 | $646K |
| Aprio Wealth Management, LLC | 0.06% | Reduce -4.4% | 6,781 | $645K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +13.4% | 6,754 | $643K |
| Cypress Capital, LLC | 0.18% | Reduce -3.4% | 6,721 | $640K |
| Lanark Financial, Inc. | 0.05% | Reduce -8.2% | 6,698 | $637K |
| Kingdom Financial Group LLC. | 0.39% | New | 6,682 | $636K |
| Ade, LLC | 0.32% | Reduce -14.7% | 6,648 | $633K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | Reduce -23.5% | 6,622 | $630K |
| Heritage Family Offices, LLP | 0.29% | Add +2.1% | 6,568 | $625K |
| Evergreen Capital Management LLC | 0.01% | No change | 6,556 | $624K |
| Signet Financial Management, LLC | 0.07% | Reduce -4.7% | 6,476 | $616K |
| Cahill Financial Advisors Inc. | 0.07% | Add +3.5% | 6,469 | $616K |
| Cooper Financial Group | 0.07% | Reduce -5.0% | 6,367 | $606K |
| Smithbridge Asset Management Inc. | 0.09% | New | 6,312 | $601K |
| Financial Partners Group, Inc | 0.07% | Add +78.7% | 6,308 | $600K |
| River Street Advisors LLC | 0.23% | Reduce -20.4% | 6,305 | $600K |
| One Capital Management, LLC | 0.02% | New | 6,216 | $591K |
| New England Asset Management Inc. | 0.08% | No change | 6,199 | $590K |
| Quartz Partners, LLC | 0.21% | Add +0.4% | 6,187 | $589K |
| Abich Financial Wealth Management LLC | 0.21% | — | 6,149 | $585K |
| VestGen Investment Management | 0.35% | Reduce -42.5% | 6,140 | $584K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +0.4% | 6,059 | $577K |
| Hobbs Wealth Management, LLC | 0.48% | Add +5.3% | 6,057 | $576K |
| ONE Advisory Partners, LLC | 0.18% | Add +18.8% | 6,017 | $574K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.1% | 6,009 | $572K |
| Fourth Dimension Wealth, LLC | 0.22% | Reduce -0.5% | 6,006 | $571K |
| Empirical Asset Management, LLC | 0.16% | Add +4.7% | 5,898 | $561K |
| Blair William & Co. | 0.00% | Add +22.1% | 5,839 | $556K |
| Merkkuri Wealth Advisors LLC | 0.40% | Add +4.3% | 5,771 | $549K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +18.8% | 5,762 | $548K |
| W Advisors, LLC | 0.29% | Add +2.4% | 5,709 | $543K |
| Park Place Capital Corp | 0.11% | Reduce -34.2% | 5,682 | $541K |
| Dearborn Partners LLC | 0.03% | New | 5,661 | $539K |
| Claro Advisors Inc. | 0.08% | Reduce -22.3% | 5,538 | $527K |
| IVC Wealth Advisors LLC | 0.23% | Add +46.0% | 5,519 | $525K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +0.7% | 5,471 | $521K |
| FAS Wealth Partners, Inc. | 0.03% | Add +1.0% | 5,416 | $515K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 5,406 | $514K |
| Successful Portfolios LLC | 0.30% | Add +1.3% | 5,334 | $508K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -1.2% | 5,244 | $499K |
| Headlands Technologies LLC | 0.04% | Add +2909.2% | 5,236 | $498K |
| 1900 Wealth Management LLC | 0.03% | Reduce -0.4% | 5,207 | $495K |
| Keel Point, LLC | 0.03% | Add +2.9% | 5,200 | $495K |
| Oarsman Capital, Inc. | 0.07% | Reduce -80.6% | 5,159 | $491K |
| Catalina Capital Group, LLC | 0.30% | Add +4.8% | 5,122 | $487K |
| Moneco Advisors, LLC | 0.04% | Reduce -1.3% | 5,078 | $483K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.9% | 5,034 | $479K |
| Renasant Bank | 0.30% | Reduce -30.0% | 4,974 | $473K |
| Israel Discount Bank of New York | 1.40% | Reduce -25.9% | 4,968 | $473K |
| Novus Advisors, LLC | 1.08% | Reduce -7.7% | 4,946 | $471K |
| Adams Wealth Management | 0.10% | Reduce -1.1% | 4,944 | $470K |
| CacheTech Inc. | 0.09% | Reduce -1.1% | 4,944 | $470K |
| Bell Investment Advisors, Inc | 0.08% | Add +0.9% | 4,943 | $470K |
| OMNI 360 Wealth, Inc. | 0.26% | Add +2.4% | 4,925 | $469K |
| Dai-ichi Life Holdings, Inc. | 0.45% | New | 4,900 | $466K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -7.9% | 4,869 | $463K |
| Tactive Advisors, LLC | 0.13% | Add +91.6% | 4,794 | $456K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -5.5% | 4,780 | $455K |
| Novem Group | 0.05% | Add +32.3% | 4,699 | $447K |
| Raffa Wealth Management, LLC | 0.08% | No change | 4,658 | $443K |
| DT Investment Partners, LLC | 0.04% | Add +65.2% | 4,635 | $441K |
| International Assets Investment Management, LLC | 0.04% | Reduce -2.2% | 4,682 | $438K |
| Pinnacle Family Advisors, LLC | 0.19% | Add +2.3% | 4,599 | $438K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +0.9% | 4,541 | $432K |
| World Equity Group, Inc. | 0.10% | Reduce -7.6% | 4,538 | $432K |
| Monetary Management Group Inc. | 0.10% | Add +28.6% | 4,500 | $428K |
| HB Wealth Management, LLC | 0.00% | New | 4,491 | $427K |
| Central Bank & Trust Co. | 0.07% | No change | 4,465 | $425K |
| Precision Wealth Strategies, LLC | 0.14% | Reduce -5.8% | 4,460 | $424K |
| PFG Advisors | 0.02% | New | 4,375 | $416K |
| New Century Financial Group, LLC | 0.74% | Reduce -42.1% | 4,368 | $416K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -2.7% | 4,351 | $414K |
| Financial Enhancement Group LLC | 0.06% | Reduce -5.8% | 4,342 | $413K |
| Synergy Investment Management, LLC | 0.16% | Reduce -27.6% | 4,327 | $412K |
| Western Financial Corp | 0.18% | Reduce -1.7% | 4,314 | $410K |
| Vantage Point Financial LLC | 0.16% | Add +16.4% | 4,310 | $410K |
| ORG Partners LLC | 0.08% | Reduce -3.5% | 4,082 | $410K |
| Calton & Associates, Inc. | 0.06% | Add +69.1% | 4,234 | $403K |
| Millennium Management | 0.00% | New | 4,229 | $402K |
| Founders Financial Securities LLC | 0.03% | Add +62.5% | 4,197 | $399K |
| Horizon Investments, LLC | 0.01% | Add +63.9% | 4,167 | $394K |
| Legacy Capital Group California, Inc. | 0.10% | Reduce -3.6% | 4,111 | $391K |
| Consolidated Portfolio Review Corp | 0.05% | Add +9.6% | 3,947 | $376K |
| Beirne Wealth Consulting Services, LLC | 0.09% | New | 3,945 | $375K |
| HSBC Holdings PLC | 0.00% | Reduce -72.8% | 3,926 | $374K |
| Blue Capital, Inc. | 0.28% | New | 3,919 | $373K |
| Fiduciary Alliance LLC | 0.02% | Reduce -11.5% | 3,874 | $369K |
| RFG Advisory, LLC | 0.01% | Reduce -26.4% | 3,873 | $368K |
| LongView Wealth Management | 0.10% | Reduce -3.5% | 3,869 | $368K |
| Advisory Alpha, LLC | 0.01% | Add +0.2% | 3,843 | $366K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -15.6% | 3,824 | $364K |
| Centaurus Financial, Inc. | 0.02% | Reduce -1.9% | 3,783 | $360K |
| FineMark National Bank & Trust | 0.01% | Add +6.8% | 3,772 | $359K |
| First Citizens Asset Management, Inc. | 0.13% | Add +28.0% | 3,736 | $355K |
| Flagstar Securities, Inc. | 0.11% | Reduce -10.9% | 3,732 | $355K |
| LGT Financial Advisors LLC | 0.76% | Add +3811.6% | 3,716 | $354K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -4.3% | 3,681 | $350K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -1.3% | 3,672 | $349K |
| Continuum Advisory, LLC | 0.04% | Add +8.6% | 3,645 | $347K |
| BridgePort Financial Solutions, LLC | 0.09% | Reduce -22.4% | 3,627 | $345K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Add +12.5% | 3,611 | $344K |
| KPP Advisory Services LLC | 0.05% | Reduce -1.6% | 3,595 | $342K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,551 | $338K |
| Aviance Capital Partners, LLC | 0.04% | New | 3,523 | $335K |
| Madison Asset Management, LLC | 0.00% | No change | 3,519 | $335K |
| Comprehensive Money Management Services LLC | 0.24% | No change | 3,515 | $334K |
| Boreal Capital Management LLC | 0.32% | Reduce -63.2% | 3,461 | $329K |
| Petix & Botte Co | 0.08% | Reduce -4.6% | 3,451 | $328K |
| Fiscal Wisdom Wealth Management, LLC | 0.31% | — | 3,417 | $328K |
| Pinnacle Financial Partners Inc | 0.01% | New | 3,449 | $328K |
| Main Street Financial Solutions, LLC | 0.02% | New | 3,437 | $327K |
| Clark Asset Management, LLC | 0.04% | No change | 3,431 | $326K |
| Cape Investment Advisory, Inc. | 0.32% | Add +8.9% | 3,427 | $326K |
| Financial Sense Advisors, Inc. | 0.07% | Reduce -11.6% | 3,409 | $324K |
| Eagle Global Advisors LLC | 0.01% | Reduce -8.7% | 3,342 | $318K |
| GatePass Capital, LLC | 0.19% | Add +7.8% | 3,339 | $318K |
| Avantra Family Wealth, Inc. | 0.24% | Reduce -1.7% | 3,324 | $316K |
| City State Bank | 0.09% | No change | 3,307 | $315K |
| Loomis Sayles & Co. L P | 0.00% | Add +246.3% | 3,300 | $314K |
| Windward Private Wealth Management Inc. | 0.11% | Reduce -0.3% | 3,290 | $313K |
| Savvy Advisors, Inc. | 0.01% | Reduce -43.8% | 3,287 | $313K |
| Legacy Private Trust Co. | 0.02% | No change | 3,285 | $313K |
| Nordwand Advisors, LLC | 0.05% | Add +74.7% | 3,215 | $306K |
| Midwest Trust Co | 0.00% | Reduce -4.5% | 3,213 | $306K |
| Angeles Investment Advisors, LLC | 0.02% | No change | 3,200 | $304K |
| WMG Financial Advisors, LLC | 0.10% | Reduce -7.6% | 3,175 | $302K |
| Fulcrum Equity Management | 0.31% | Add +12.5% | 3,167 | $301K |
| International Private Wealth Advisors LLC | 0.19% | Reduce -23.6% | 3,148 | $300K |
| Blalock Williams, LLC | 0.26% | Add +11.3% | 3,137 | $298K |
| Principal Financial Group Inc. | 0.00% | Reduce -6.0% | 3,113 | $296K |
| Ifrah Financial Services, Inc. | 0.08% | Add +0.9% | 3,101 | $295K |
| Fairvoy Private Wealth, LLC | 0.07% | Add +3.3% | 3,084 | $293K |
| Certus Wealth Management, LLC | 0.17% | Reduce -8.8% | 3,068 | $292K |
| Market Street Wealth Management Advisors LLC | 0.05% | No change | 3,045 | $290K |
| First Citizens Investor Services, Inc. | 0.11% | — | 3,025 | $288K |
| Argentarii, LLC | 0.11% | Add +9.8% | 2,970 | $283K |
| Midwest Heritage Bank, FSB | 0.10% | Reduce -1.2% | 2,947 | $280K |
| BCS Wealth Management | 0.06% | Reduce -10.4% | 2,938 | $280K |
| C2C Wealth Management, LLC | 0.24% | No change | 2,924 | $278K |
| Accurate Wealth Management, LLC | 0.04% | Add +11.2% | 2,882 | $275K |
| Trustmark Bank Trust Department | 0.02% | No change | 2,883 | $274K |
| Stewardship Advisors, LLC | 0.06% | No change | 2,863 | $272K |
| FWG Investments, LLC. | 0.19% | Add +4.0% | 2,858 | $272K |
| Global Financial Private Client, LLC | 0.10% | No change | 2,856 | $272K |
| Cidel Asset Management Inc. | 0.02% | No change | 2,850 | $271K |
| Berger Financial Group, Inc | 0.02% | Add +2.4% | 2,832 | $269K |
| Golden State Wealth Management, LLC | 0.03% | Add +10.0% | 2,827 | $269K |
| GWN Securities Inc. | 0.06% | Add +31.4% | 2,786 | $269K |
| Elevated Capital Advisors, LLC | 0.07% | Reduce -25.2% | 2,823 | $269K |
| Avior Wealth Management, LLC | 0.01% | Add +3.3% | 2,813 | $268K |
| Left Brain Wealth Management, LLC | 0.08% | Reduce -16.1% | 2,737 | $260K |
| Capital Asset Advisory Services LLC | 0.01% | New | 2,733 | $260K |
| Ehrlich Financial Group | 0.15% | Reduce -34.7% | 2,701 | $257K |
| Vident Advisory, LLC | 0.00% | Add +2.4% | 2,667 | $254K |
| MKT Advisors LLC | 0.09% | Add +0.2% | 2,661 | $253K |
| Obermeyer Wealth Partners | 0.01% | New | 2,653 | $252K |
| Prelude Capital Management, LLC | 0.02% | New | 2,650 | $252K |
| Whittier Trust Co. | 0.00% | Reduce -19.6% | 2,643 | $251K |
| FLP Wealth Management, LLC | 0.71% | Add +17.5% | 2,635 | $251K |
| Waterloo Capital, L.P. | 0.02% | New | 2,628 | $250K |
| Eq LLC | 0.08% | Add +11.9% | 2,623 | $250K |
| Lynx Investment Advisory | 0.15% | Add +4.5% | 2,575 | $245K |
| Heritage Oak Wealth Advisors LLC | 0.09% | Reduce -18.5% | 2,569 | $244K |
| Magnolia Capital Advisors LLC | 0.06% | Add +15.2% | 2,558 | $243K |
| Retirement Capital Strategies | 0.09% | Reduce -4.5% | 2,524 | $240K |
| Essex Bank | 0.05% | Add +1.2% | 2,518 | $240K |
| Headland Capital, LLC | 0.07% | New | 2,481 | $236K |
| Breakwater Capital Group | 0.03% | Reduce -0.2% | 2,481 | $236K |
| Yoffe Investment Management, LLC | 0.30% | No change | 2,458 | $234K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -7.7% | 2,451 | $233K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +48.8% | 2,428 | $231K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -59.5% | 2,410 | $229K |
| KDK Private Wealth Management, LLC | 0.23% | Add +0.0% | 2,376 | $226K |
| Bragg Financial Advisors, Inc | 0.01% | New | 2,343 | $223K |
| Talisman Wealth Advisors LLC | 0.18% | Reduce -3.8% | 2,326 | $221K |
| BIP Wealth, LLC | 0.01% | No change | 2,302 | $219K |
| Total Clarity Wealth Management, Inc. | 0.06% | Add +3.9% | 2,293 | $218K |
| Caliber Wealth Management, LLC / KS | 0.02% | Reduce -13.8% | 2,290 | $218K |
| Parsons Capital Management Inc. | 0.01% | Reduce -8.3% | 2,287 | $218K |
| Lake Street Private Wealth, LLC | 0.03% | Add +0.7% | 2,240 | $213K |
| Greenspring Advisors, LLC | 0.04% | — | 2,231 | $212K |
| Fortis Advisors, LLC | 0.12% | New | 2,225 | $212K |
| Kelly Financial Group LLC | 0.06% | New | 2,212 | $210K |
| Grove Bank & Trust | 0.02% | Add +12.2% | 2,201 | $209K |
| TrueWealth Advisors, LLC | 0.06% | Add +2.1% | 2,191 | $208K |
| Advyzon Investment Management, LLC | 0.04% | New | 2,188 | $208K |
| Empower Advisory Group, LLC | 0.00% | New | 2,185 | $208K |
| Money Concepts Capital Corp. | 0.01% | New | 2,181 | $207K |
| XTX Topco Ltd | 0.01% | Reduce -60.7% | 2,164 | $206K |
| Chesley Taft & Associates LLC | 0.01% | No change | 2,161 | $206K |
| NewEdge Wealth, LLC | 0.00% | New | 2,163 | $205K |
| SageView Advisory Group, LLC | 0.01% | New | 2,149 | $205K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -9.4% | 2,135 | $203K |
| HBW Advisory Services LLC | 0.02% | Reduce -9.3% | 2,133 | $203K |
| Altfest L J & Co. Inc. | 0.02% | Reduce -31.5% | 2,129 | $203K |
| Disciplined Investors, L.L.C. | 0.14% | New | 2,104 | $200K |
| StoneX Group Inc. | 0.01% | Reduce -11.5% | 2,102 | $200K |
| Rice Partnership, LLC | 0.03% | Add +1.1% | 1,972 | $188K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -42.4% | 1,940 | $185K |
| Deutsche Bank AG | 0.00% | No change | 1,906 | $181K |
| Rialto Wealth Management, LLC | 0.05% | Add +8.0% | 1,900 | $181K |
| Mill Capital Management, LLC | 0.01% | New | 1,850 | $176K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.1% | 1,828 | $174K |
| Clearstead Advisors, LLC | 0.00% | Reduce -44.6% | 1,770 | $168K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,750 | $167K |
| Independence Bank of Kentucky | 0.02% | Reduce -10.7% | 1,703 | $162K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +33.3% | 1,707 | $162K |
| Caldwell Trust Co | 0.02% | No change | 1,698 | $162K |
| Fifth Third Bancorp | 0.00% | Reduce -50.3% | 1,645 | $157K |
| Fairscale Capital, LLC | 0.11% | No change | 1,635 | $156K |
| Colonial Trust Co / SC | 0.02% | Reduce -3.1% | 1,556 | $148K |
| Raleigh Capital Management Inc. | 0.06% | Add +3.3% | 1,547 | $147K |
| Signaturefd, LLC | 0.00% | No change | 1,485 | $141K |
| WPG Advisers, LLC | 0.10% | Add +2.7% | 1,413 | $134K |
| Tidemark, LLC | 0.04% | No change | 1,388 | $132K |
| Sound Income Strategies, LLC | 0.01% | Reduce -0.9% | 1,382 | $131K |
| First PREMIER Bank | 0.03% | Add +82.0% | 1,345 | $128K |
| Crewe Advisors LLC | 0.01% | New | 1,329 | $126K |
| Founders Financial Alliance, LLC | 0.02% | Add +5.4% | 1,305 | $124K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.6% | 1,248 | $119K |
| New Republic Capital, LLC | 0.03% | Add +3.4% | 1,187 | $113K |
| Financial Freedom, LLC | 0.05% | Reduce -72.5% | 1,145 | $109K |
| Larson Financial Group LLC | 0.00% | Reduce -54.4% | 1,136 | $108K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -10.9% | 1,015 | $97K |
| Root Financial Partners, LLC | 0.01% | New | 999 | $95K |
| Richardson Financial Services Inc. | 0.06% | Add +0.3% | 994 | $95K |
| Tucker Asset Management LLC | 0.03% | Reduce -31.1% | 969 | $92K |
| Oakworth Capital, Inc. | 0.01% | New | 929 | $88K |
| First Horizon Corp. | 0.00% | — | 865 | $82K |
| Trust Co. of Vermont | 0.00% | New | 864 | $82K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 834 | $79K |
| Ameriflex Group, Inc. | 0.03% | Reduce -81.1% | 810 | $77K |
| Rossby Financial, LCC | 0.03% | Add +1.1% | 796 | $76K |
| Tompkins Financial Corp. | 0.01% | No change | 795 | $76K |
| Wealthspire Advisors, LLC | 0.00% | New | 761 | $72K |
| YANKCOM Partnership | 0.03% | No change | 761 | $72K |
| Hantz Financial Services, Inc. | 0.00% | Add +364.4% | 692 | $66K |
| Palisade Asset Management, LLC | 0.01% | New | 683 | $65K |
| AllSquare Wealth Management LLC | 0.03% | No change | 656 | $62K |
| Strengthening Families & Communities, LLC | 0.01% | New | 645 | $61K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -55.2% | 631 | $60K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 583 | $55K |
| Arlington Trust Co LLC | 0.01% | No change | 570 | $54K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +3.7% | 564 | $54K |
| Templeton & Phillips Capital Management, LLC | 0.04% | No change | 553 | $53K |
| CENTRAL TRUST Co | 0.00% | Reduce -24.7% | 547 | $52K |
| Realta Investment Advisors | 0.02% | Add +87.8% | 507 | $48K |
| Creekmur Asset Management LLC | 0.01% | Reduce -23.7% | 474 | $45K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -32.5% | 474 | $45K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Add +0.2% | 443 | $42K |
| Covestor Ltd | 0.02% | Add +8.3% | 429 | $41K |
| Evolution Wealth Management Inc. | 0.04% | No change | 420 | $40K |
| Tsfg, LLC | 0.01% | Add +20.0% | 402 | $38K |
| Thompson Investment Management, Inc. | 0.01% | No change | 395 | $38K |
| Rothschild Investment LLC | 0.00% | Add +1.1% | 381 | $36K |
| Phillips Financial Management, LLC | 0.00% | Reduce -17.6% | 371 | $35K |
| Wealth Watch Advisors, INC | 0.01% | New | 365 | $35K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -3.2% | 365 | $35K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 350 | $33K |
| Westfuller Advisors, LLC | 0.01% | New | 344 | $33K |
| Curat Global, LLC | 0.03% | No change | 325 | $31K |
| LRI Investments, LLC | 0.00% | No change | 320 | $30K |
| Kiker Wealth Management, LLC | 0.01% | Add +12.0% | 307 | $29K |
| Delos Wealth Advisors, LLC | 0.02% | Add +6.8% | 298 | $28K |
| REAP Financial Group, LLC | 0.01% | Reduce -50.2% | 293 | $28K |
| Howe & Rusling Inc. | 0.00% | Add +184.0% | 284 | $27K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -99.9% | 281 | $27K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 270 | $25K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.8% | 246 | $23K |
| Westside Investment Management, Inc. | 0.00% | No change | 246 | $23K |
| Highline Wealth Partners LLC | 0.01% | Add +2900.0% | 240 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.4% | 236 | $22K |
| MCF Advisors LLC | 0.00% | No change | 227 | $22K |
| McIlrath & Eck, LLC | 0.00% | Reduce -43.2% | 217 | $21K |
| Eastern Bank | 0.00% | Reduce -34.6% | 215 | $20K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -91.9% | 213 | $20K |
| North Capital, Inc. | 0.02% | Add +0.5% | 213 | $20K |
| Archer Investment Corp | 0.00% | No change | 198 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 195 | $19K |
| Key Financial Inc | 0.00% | Reduce -55.5% | 193 | $18K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 190 | $18K |
| HM Payson & Co. | 0.00% | No change | 188 | $18K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 188 | $18K |
| United Financial Planning Group LLC | 0.01% | — | 205 | $16K |
| WestEnd Advisors, LLC | 0.00% | Add +9.3% | 164 | $16K |
| TCTC Holdings, LLC | 0.00% | New | 162 | $15K |
| Hughes Financial Services, LLC | 0.00% | Reduce -22.4% | 159 | $15K |
| Nemes Rush Group LLC | 0.00% | Reduce -13.9% | 155 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | Add +5.6% | 150 | $14K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Reduce -97.8% | 134 | $13K |
| Aspect Partners, LLC | 0.01% | No change | 120 | $11K |
| Breakwater Investment Management | 0.00% | No change | 119 | $11K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 111 | $11K |
| Asset Dedication, LLC | 0.00% | Reduce -82.2% | 109 | $10K |
| Viewpoint Capital Management LLC | 0.00% | New | 107 | $10K |
| Concord Wealth Partners | 0.00% | No change | 107 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 103 | $10K |
| AlphaCore Capital LLC | 0.00% | Reduce -6.4% | 103 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +3233.3% | 100 | $10K |
| Northwestern Mutual Investment Management Company, LLC | 0.00% | No change | 100 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 100 | $10K |
| Park Square Financial Group, LLC | 0.04% | Reduce -24.2% | 94 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 92 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | Add +21.4% | 85 | $8K |
| Luminist Capital LLC | 0.01% | New | 85 | $8K |
| Investors Research Corp | 0.00% | Add +256.5% | 82 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 79 | $8K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.4% | 75 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 69 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +83.8% | 68 | $6K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 65 | $6K |
| NFSG Corp | 0.00% | No change | 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% | No change | 58 | $6K |
| Bfsg, LLC | 0.00% | No change | 55 | $5K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 50 | $5K |
| Chilton Capital Management LLC | 0.00% | New | 48 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 45 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -88.9% | 43 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | New | 42 | $4K |
| Copia Wealth Management | 0.00% | No change | 42 | $4K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 41 | $4K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -53.5% | 40 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 40 | $4K |
| Kozak & Associates, Inc. | 0.00% | New | 38 | $4K |
| Alerus Financial NA | 0.00% | No change | 37 | $4K |
| Chesapeake Asset Management LLC | 0.00% | No change | 34 | $3K |
| Team Financial Group, LLC | 0.00% | No change | 32 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 32 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -47.4% | 30 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 30 | $3K |
| Orion Capital Management LLC | 0.00% | New | 30 | $3K |
| Topsail Wealth Management, LLC | 0.00% | No change | 24 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 21 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 20 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 20 | $2K |
| Caitlin John, LLC | 0.00% | New | 16 | $2K |
| Chelsea Counsel Co. | 0.00% | New | 15 | $1K |
| 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 |
| FWL Investment Management, LLC | 0.00% | Reduce -99.0% | 11 | $1K |
| Richard Bernstein Advisors LLC | 0.00% | Add +10.0% | 11 | $1K |
| Keener Financial Planning LLC | 0.00% | New | 20 | $1K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 10 | $952 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 7 | $666 |
| Binnacle Investments Inc | 0.00% | New | 5 | $476 |
| PFS Partners, LLC | 0.00% | New | 5 | $476 |
| MGB Wealth Management, LLC | 0.00% | New | 5 | $476 |
| Bear Mountain Capital, Inc. | 0.00% | New | 4 | $384 |
| Cheviot Value Management, LLC | 0.00% | No change | 3 | $289 |
| Imprint Wealth LLC | 0.00% | — | 2 | $190 |
| Compass Financial Services Inc | 0.00% | New | 1 | $95 |
| Avion Wealth | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is MBB's weight in each manager's 13F, not the share of iShares MBS ETF the manager owns.