iShares MSCI USA Momentum FaMTUMETF
13F holders, Q1 2024 (March 31)682holders
2famous investors
$187.30avg. 13F price*
At the end of Q1 2024, 682 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.5B), Mercer Global Advisors Inc. ($1.4B) and Raymond James & Associates ($469.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares MSCI USA Momentum Fa
- CUSIP
- 46432F396
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $270.9M |
| Exits | 57 | $48.7M |
Ownership 682 holders
| Envestnet Asset Management Inc. | 0.58% | Add +15.7% | 8,266,583 | $1.5B |
| Mercer Global Advisors Inc. | 3.91% | Add +8.8% | 7,337,780 | $1.4B |
| Raymond James & Associates | 0.32% | Reduce -1.7% | 2,507,875 | $469.9M |
| BlackRock Inc. | 0.01% | Add +95.3% | 1,577,831 | $295.6M |
| Assetmark, Inc. | 0.94% | Reduce -5.8% | 1,550,901 | $290.6M |
| Bank of America Corp. | 0.03% | Add +55.0% | 1,533,560 | $287.3M |
| Morgan Stanley | 0.02% | Add +3.7% | 1,417,964 | $265.7M |
| State of Michigan Retirement System | 1.41% | Reduce -5.1% | 1,401,240 | $262.5M |
| Blue Trust, Inc. | 3.27% | Add +20.1% | 1,239,696 | $232.3M |
| Savant Capital, LLC | 2.49% | Add +4.4% | 1,157,133 | $216.8M |
| Cerity Partners LLC | 0.52% | Reduce -7.8% | 1,054,473 | $197.6M |
| Wealth Enhancement Advisory Services, LLC | 0.51% | Reduce -68.1% | 1,052,751 | $197.2M |
| Cwm, LLC | 0.76% | Reduce -26.3% | 835,639 | $156.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.77% | Add +0.1% | 821,075 | $153.8M |
| UBS Group AG | 0.05% | Add +28.7% | 760,462 | $142.5M |
| Ameriprise Financial Inc. | 0.04% | Add +65.2% | 719,026 | $134.9M |
| Corient Private Wealth LP | 0.22% | Reduce -0.1% | 655,589 | $122.8M |
| LPL Financial LLC | 0.06% | Add +8.2% | 611,393 | $114.5M |
| Wells Fargo & Company | 0.03% | Add +30.1% | 571,812 | $107.1M |
| FMR LLC | 0.01% | Reduce -0.4% | 568,835 | $106.6M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -2.7% | 550,404 | $103.1M |
| AdvisorShares Investments LLC | 17.17% | New | 497,000 | $93.1M |
| Horizon Investments, LLC | 2.03% | Add +67291.8% | 413,112 | $77.4M |
| Bank of New York Mellon Corp | 0.01% | Add +11.7% | 410,158 | $76.8M |
| Royal Bank of Canada | 0.02% | Add +29.3% | 407,194 | $76.3M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +32.9% | 368,060 | $69.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +1298.9% | 366,390 | $68.6M |
| Symmetry Partners, LLC | 4.88% | Reduce -38.0% | 332,585 | $62.3M |
| Apella Capital, LLC | 2.98% | Reduce -4.6% | 317,746 | $59.1M |
| Keybank National Association | 0.24% | Reduce -13.3% | 308,688 | $57.8M |
| Osaic Holdings, Inc. | 0.12% | Add +5.3% | 294,315 | $55.1M |
| Commonwealth Equity Services, LLC | 0.09% | Add +6.6% | 292,031 | $54.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.6% | 253,707 | $47.5M |
| Trilogy Capital Inc. | 2.72% | Reduce -6.6% | 252,008 | $47.2M |
| Clark Capital Management Group, Inc. | 0.34% | New | 241,996 | $45.3M |
| Armbruster Capital Management, Inc. | 8.32% | Reduce -2.5% | 208,756 | $39.1M |
| High Probability Advisors, LLC | 6.94% | Add +1.3% | 199,855 | $37.4M |
| Ameritas Advisory Services, LLC | 1.54% | Add +8.1% | 200,869 | $37.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.6% | 198,338 | $37.2M |
| Janney Montgomery Scott LLC | 0.11% | Add +0.4% | 197,226 | $37.0M |
| Integrated Wealth Concepts LLC | 0.49% | Reduce -6.7% | 181,650 | $34.0M |
| Cetera Investment Advisers | 0.08% | Add +2256.8% | 175,700 | $32.9M |
| Kathmere Capital Management, LLC | 3.76% | Add +1.6% | 175,485 | $32.9M |
| Stonehearth Capital Management, LLC | 14.40% | Add +21.8% | 169,805 | $31.8M |
| 1900 Wealth Management LLC | 2.89% | Reduce -10.4% | 169,315 | $31.7M |
| Prudential PLC | 0.22% | Add +7364.4% | 143,092 | $26.8M |
| Cobblestone Capital Advisors LLC | 1.59% | Add +1.4% | 135,039 | $25.3M |
| Insight Wealth Strategies, LLC | 3.67% | Reduce -9.1% | 133,485 | $25.0M |
| Jane Street Group, LLC | 0.03% | Add +484.5% | 126,920 | $23.8M |
| CFO4Life Group, LLC | 4.22% | Add +1.3% | 124,220 | $23.3M |
| AE Wealth Management LLC | 0.26% | Reduce -25.6% | 121,592 | $22.8M |
| Invst, LLC | 2.69% | Add +1.4% | 120,861 | $22.7M |
| Citadel Advisors | 0.02% | Add +202.3% | 119,985 | $22.5M |
| Private Advisor Group, LLC | 0.16% | Add +68.5% | 119,334 | $22.4M |
| Captrust Financial Advisors | 0.08% | Reduce -13.2% | 118,973 | $22.3M |
| OneDigital Investment Advisors LLC | 0.34% | Reduce -42.9% | 115,906 | $21.7M |
| Acropolis Investment Management, LLC | 1.41% | Add +0.9% | 114,699 | $21.5M |
| Oxford Financial Group, LTD. LLC | 1.42% | Reduce -6.5% | 109,172 | $20.5M |
| Strategic Financial Services, Inc. | 1.29% | Add +0.9% | 106,306 | $19.9M |
| Baird Financial Group, Inc. | 0.04% | Add +69.4% | 106,072 | $19.9M |
| GeoWealth Management, LLC | 0.77% | Add +27064.1% | 105,940 | $19.8M |
| Sensible Financial Planning & Management, LLC. | 4.34% | Reduce -3.8% | 104,877 | $19.6M |
| Bell Investment Advisors, Inc | 3.74% | Reduce -5.0% | 102,220 | $19.2M |
| Yeomans Consulting Group, Inc. | 8.28% | New | 100,971 | $18.9M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +222.4% | 99,627 | $18.7M |
| Orion Portfolio Solutions, LLC | 0.20% | Add +222.4% | 99,627 | $18.7M |
| Oppenheimer & Co. Inc. | 0.31% | Reduce -0.3% | 99,585 | $18.7M |
| Glenview Trust Co | 0.39% | Reduce -4.6% | 97,935 | $18.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +1.4% | 92,265 | $17.3M |
| Meredith Wealth Planning | 9.22% | Reduce -1.6% | 88,254 | $16.5M |
| Summit Wealth Group, LLC | 11.25% | Add +0.1% | 88,169 | $16.5M |
| Q3 Asset Management | 4.65% | Add +35.4% | 87,329 | $16.4M |
| Foundations Investment Advisors, LLC | 0.43% | Add +7.1% | 86,891 | $16.3M |
| Journey Advisory Group, LLC | 1.98% | Reduce -3.7% | 85,649 | $16.0M |
| Trinity Wealth Management, LLC | 8.25% | Reduce -0.8% | 85,329 | $16.0M |
| Mariner, LLC | 0.03% | Add +95.0% | 78,885 | $14.8M |
| Prudent Investors Network, Inc. | 5.50% | — | 77,818 | $14.6M |
| Foster Group, Inc. | 0.68% | Add +9.7% | 72,923 | $13.7M |
| Sanchez Wealth Management Group | 4.51% | Add +1.0% | 71,085 | $13.3M |
| MA Private Wealth | 2.64% | Add +3.3% | 69,593 | $13.0M |
| MML Investors Services, LLC | 0.05% | Add +8.8% | 68,876 | $12.9M |
| Win Advisors, Inc. | 5.67% | New | 68,704 | $12.9M |
| Advisory Services Network, LLC | 0.27% | Add +3278.0% | 65,973 | $12.4M |
| CPC Advisors, LLC | 2.10% | Add +0.8% | 65,634 | $12.3M |
| Stifel Financial Corp. | 0.01% | Add +12.4% | 64,662 | $12.1M |
| Jmac Enterprises LLC | 2.19% | Add +7.5% | 62,855 | $11.8M |
| Aptus Capital Advisors, LLC | 0.25% | Add +16128.6% | 61,182 | $11.5M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 60,894 | $11.4M |
| Well Done, LLC | 2.21% | Reduce -52.6% | 60,021 | $11.2M |
| Straight Path Wealth Management | 6.30% | Reduce -0.8% | 59,907 | $11.2M |
| M&T Bank Corp | 0.04% | Reduce -26.7% | 57,365 | $10.7M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.8% | 54,469 | $10.2M |
| Susquehanna International Group, LLP | 0.02% | Reduce -4.6% | 54,436 | $10.2M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -5.1% | 53,161 | $10.0M |
| Waverly Advisors, LLC | 0.23% | New | 52,945 | $9.9M |
| Lido Advisors, LLC | 0.08% | New | 47,411 | $8.9M |
| Choreo, LLC | 0.22% | Add +1.4% | 46,173 | $8.7M |
| EdgeRock Capital LLC | 6.78% | Add +26.6% | 45,473 | $8.5M |
| Garrett Wealth Advisory Group, LLC | 3.42% | Reduce -3.1% | 44,545 | $8.3M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +51.1% | 44,413 | $8.3M |
| Opes Wealth Management LLC | 1.92% | Reduce -3.7% | 44,337 | $8.3M |
| Tacita Capital Inc | 5.64% | Add +4.1% | 43,392 | $8.1M |
| Chicago Partners Investment Group LLC | 0.34% | Reduce -2.3% | 45,133 | $8.1M |
| Great Oak Capital Partners, LLC | 3.57% | Reduce -31.8% | 42,939 | $8.0M |
| Centaurus Financial, Inc. | 0.55% | Reduce -3.8% | 42,277 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.6% | 42,185 | $7.9M |
| Park Avenue Securities LLC | 0.10% | Add +1311.3% | 42,016 | $7.9M |
| Mutual Advisors, LLC | 0.25% | Add +445.7% | 41,577 | $7.8M |
| Atria Investments, Inc | 0.11% | Add +22.4% | 41,234 | $7.7M |
| Financial Architects, LLC | 5.33% | Reduce -3.7% | 41,115 | $7.7M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -0.8% | 40,631 | $7.6M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +245.2% | 40,238 | $7.5M |
| Global Wealth Strategies & Associates | 2.67% | New | 37,907 | $7.1M |
| Creative Planning | 0.01% | Add +15.0% | 37,322 | $7.0M |
| Harbour Investments, Inc. | 0.24% | Reduce -2.9% | 36,381 | $6.8M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -2.3% | 36,154 | $6.8M |
| Atlas Capital Advisors Inc. | 1.06% | Add +1.3% | 36,078 | $6.8M |
| HRT Financial LP | 0.04% | New | 35,764 | $6.7M |
| Scotia Capital Inc. | 0.04% | Reduce -13.5% | 35,097 | $6.6M |
| Forefront Analytics, LLC | 3.18% | Reduce -5.2% | 35,004 | $6.6M |
| Capital Planning LLC | 2.13% | Reduce -4.0% | 34,794 | $6.5M |
| Tower Research Capital LLC (TRC) | 0.16% | Add +30033.0% | 34,653 | $6.5M |
| Brickley Wealth Management | 1.47% | No change | 34,291 | $6.4M |
| Squarepoint Ops LLC | 0.03% | Add +795.0% | 33,911 | $6.4M |
| Shepherd Kaplan Krochuk, LLC | 5.04% | Reduce -4.4% | 33,678 | $6.3M |
| Daiichi Life Insurance Co., Ltd. | 0.14% | Reduce -30.0% | 32,716 | $6.1M |
| Truist Financial Corp. | 0.01% | Reduce -13.8% | 32,292 | $6.0M |
| Principal Securities, Inc. | 0.19% | Add +654.4% | 32,235 | $6.0M |
| US Bancorp \de | 0.01% | Add +2.8% | 31,460 | $5.9M |
| Exencial Wealth Advisors, LLC | 0.22% | Reduce -2.8% | 31,100 | $5.8M |
| Gallagher Fiduciary Advisors, LLC | 0.20% | Add +4.0% | 29,553 | $5.5M |
| Royal Fund Management, LLC | 0.64% | Reduce -6.2% | 29,412 | $5.5M |
| Private Advisory Group LLC | 0.78% | Add +457.5% | 29,289 | $5.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 28,800 | $5.4M |
| Strategic Investment Advisors / MI | 0.68% | Reduce -6.8% | 28,171 | $5.3M |
| Raymond James Trust N.A. | 0.12% | Add +6.8% | 27,111 | $5.1M |
| Hilltop Holdings Inc. | 0.55% | New | 26,292 | $4.9M |
| Cozad Asset Management Inc. | 0.51% | Reduce -4.2% | 26,035 | $4.9M |
| Van Hulzen Asset Management, LLC | 0.32% | Reduce -3.3% | 25,935 | $4.9M |
| Sax Wealth Advisors, LLC | 0.56% | Reduce -2.7% | 25,388 | $4.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.15% | Add +20.0% | 24,754 | $4.6M |
| Haverford Trust Co | 0.05% | Reduce -4.7% | 24,202 | $4.5M |
| Shufro Rose & Co. LLC | 0.36% | Add +19.6% | 23,179 | $4.3M |
| Anderson Hoagland & Co. | 0.48% | Add +6.8% | 23,045 | $4.3M |
| 360 Financial, Inc. | 1.65% | Reduce -16.2% | 22,693 | $4.3M |
| IFG Advisory, LLC | 0.32% | Reduce -0.5% | 22,608 | $4.2M |
| Csenge Advisory Group | 0.23% | Add +4.7% | 22,283 | $4.2M |
| Arrow Investment Advisors, LLC | 3.51% | Reduce -11.0% | 21,966 | $4.1M |
| Southland Equity Partners LLC | 1.13% | Reduce -1.6% | 21,520 | $4.0M |
| RHS Financial, LLC | 2.30% | Reduce -8.4% | 21,106 | $4.0M |
| Prudential Financial Inc. | 0.01% | Add +345.4% | 20,671 | $3.9M |
| Unison Advisors LLC | 0.38% | Add +4.0% | 20,482 | $3.8M |
| Founders Financial Securities LLC | 0.40% | New | 20,470 | $3.8M |
| Rinkey Investments | 1.40% | Reduce -6.8% | 20,454 | $3.8M |
| First Business Financial Services, Inc. | 0.41% | No change | 20,335 | $3.8M |
| Plotkin Financial Advisors, LLC | 2.52% | Reduce -2.6% | 20,325 | $3.8M |
| Professional Financial Advisors, LLC | 1.09% | Reduce -19.0% | 20,324 | $3.8M |
| Perissos Private Wealth Management, LLC | 3.38% | — | 19,898 | $3.7M |
| Arq Wealth Advisors, LLC | 1.61% | Reduce -68.5% | 19,822 | $3.7M |
| Comerica Bank | 0.02% | Add +15.7% | 19,273 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.41% | Reduce -2.8% | 19,117 | $3.6M |
| DAVENPORT & Co LLC | 0.02% | New | 18,826 | $3.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.11% | Reduce -23.9% | 18,785 | $3.5M |
| Retirement Capital Strategies | 1.43% | New | 18,635 | $3.5M |
| Bellwether Advisors, LLC | 0.76% | Reduce -0.8% | 18,580 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +3.2% | 18,554 | $3.5M |
| CVA Family Office, LLC | 0.62% | Add +19.3% | 18,443 | $3.5M |
| Balyasny Asset Management L.P. | 0.01% | New | 18,303 | $3.4M |
| Guerra Pan Advisors, LLC | 3.16% | Reduce -0.5% | 18,238 | $3.4M |
| Betterment LLC | 0.01% | Reduce -0.9% | 18,162 | $3.4M |
| New York Life Investment Management LLC | 0.03% | New | 18,074 | $3.4M |
| Intrust Bank NA | 0.36% | Reduce -6.0% | 17,985 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -10.1% | 17,412 | $3.3M |
| Advantage Trust Co | 2.23% | No change | 16,161 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Add +52.4% | 16,097 | $3.0M |
| Prospera Financial Services Inc | 0.09% | New | 15,835 | $3.0M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 15,699 | $2.9M |
| Audent Global Asset Management, LLC | 2.95% | Add +2.0% | 15,381 | $2.9M |
| Sigma Planning Corp | 0.09% | Add +267.2% | 15,073 | $2.8M |
| Silver Oak Securities, Incorporated | 0.43% | Add +7.0% | 15,056 | $2.8M |
| Donaldson Capital Management, LLC | 0.12% | Reduce -22.7% | 15,044 | $2.8M |
| Oxford Wealth Group, LLC | 2.55% | — | 14,960 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +119.0% | 14,721 | $2.8M |
| Valmark Advisers, Inc. | 0.05% | Reduce -0.3% | 14,023 | $2.6M |
| Legacy Private Trust Co. | 0.19% | Reduce -15.8% | 13,943 | $2.6M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -4.9% | 13,445 | $2.5M |
| Western Wealth Management, LLC | 0.19% | Add +7.6% | 13,022 | $2.4M |
| Dorsey Wright & Associates | 0.63% | Reduce -11.1% | 12,897 | $2.4M |
| Lincoln National Corp. | 0.04% | Add +15.4% | 12,775 | $2.4M |
| Weaver Consulting Group | 0.87% | Reduce -5.8% | 12,615 | $2.4M |
| Biondo Investment Advisors, LLC | 0.36% | Add +2.0% | 12,586 | $2.4M |
| Smartleaf Asset Management LLC | 0.44% | Add +63.5% | 12,059 | $2.3M |
| Parallel Advisors, LLC | 0.06% | Reduce -1.1% | 12,039 | $2.3M |
| Geneos Wealth Management Inc. | 0.10% | Add +5.7% | 11,859 | $2.2M |
| Fermata Advisors, LLC | 0.50% | Reduce -3.2% | 11,813 | $2.2M |
| Journey Strategic Wealth LLC | 0.10% | Add +0.4% | 11,470 | $2.1M |
| Security Financial Services, INC. | 0.48% | Reduce -63.9% | 11,429 | $2.1M |
| Crestwood Advisors Group, LLC | 0.05% | Add +6.7% | 11,391 | $2.1M |
| Peddock Capital Advisors, LLC | 0.55% | Add +16.7% | 11,304 | $2.1M |
| Bryant Woods Investment Advisors, LLC | 1.25% | Reduce -61.2% | 11,279 | $2.1M |
| MAI Capital Management | 0.02% | Reduce -4.8% | 11,094 | $2.1M |
| IFP Advisors, Inc | 0.09% | Add +1888.5% | 10,917 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -70.3% | 10,738 | $2.0M |
| Avior Wealth Management, LLC | 0.09% | Reduce -12.1% | 10,716 | $2.0M |
| Vident Advisory, LLC | 0.04% | Add +433.1% | 10,677 | $2.0M |
| Eight 31 Financial, LLC | 1.25% | Reduce -23.3% | 10,617 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -0.1% | 10,587 | $2.0M |
| Detalus Advisors, LLC | 0.70% | Reduce -1.8% | 10,510 | $2.0M |
| Goldstein Advisors, LLC | 0.33% | Add +0.7% | 10,456 | $2.0M |
| Financial Advocates Investment Management | 0.11% | Add +3.9% | 11,387 | $2.0M |
| Genesee Capital Advisors, LLC | 1.06% | New | 10,314 | $1.9M |
| Sweeney & Michel, LLC | 0.85% | — | 10,415 | $1.9M |
| Townsquare Capital LLC | 0.03% | Reduce -53.5% | 10,271 | $1.9M |
| Spire Wealth Management | 0.04% | Reduce -4.4% | 10,168 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -16.1% | 10,143 | $1.9M |
| CFS Investment Advisory Services, LLC | 0.32% | Reduce -22.7% | 10,107 | $1.9M |
| New England Private Wealth Advisors LLC | 0.32% | Reduce -0.2% | 9,621 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -3.9% | 9,616 | $1.8M |
| TFB Advisors LLC | 0.65% | Add +26.6% | 10,209 | $1.8M |
| CCG Wealth Management, LLC | 1.08% | No change | 9,530 | $1.8M |
| Cedar Brook Financial Partners, LLC | 0.35% | Reduce -2.5% | 9,507 | $1.8M |
| EWG Elevate Inc. | 0.65% | New | 9,160 | $1.7M |
| Cassia Capital Partners, LLC | 1.13% | Reduce -11.7% | 9,037 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.18% | Reduce -13.1% | 8,958 | $1.7M |
| Plan Group Financial, LLC | 1.09% | New | 8,823 | $1.7M |
| Marshall Financial Group Inc. | 0.52% | Reduce -4.7% | 8,466 | $1.6M |
| Apollon Wealth Management, LLC | 0.05% | Add +2.1% | 8,359 | $1.6M |
| Brown Advisory Inc. | 0.00% | Reduce -1.9% | 8,329 | $1.6M |
| Merit Financial Group, LLC | 0.04% | Reduce -24.3% | 8,640 | $1.6M |
| Simplicity Wealth,LLC | 0.04% | New | 8,034 | $1.5M |
| SigFig Wealth Management, LLC | 0.06% | New | 8,008 | $1.5M |
| Nomura Asset Management Co. Ltd. | 0.01% | New | 7,935 | $1.5M |
| Blair William & Co. | 0.00% | Add +7.8% | 7,919 | $1.5M |
| J. Goldman & Co LP | 0.07% | New | 7,899 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Add +2.2% | 7,880 | $1.5M |
| Physician Wealth Advisors, Inc. | 0.30% | Add +0.8% | 7,927 | $1.4M |
| Sound Income Strategies, LLC | 0.11% | Add +2956.1% | 7,579 | $1.4M |
| Focus Financial Network, Inc. | 0.07% | — | 7,902 | $1.4M |
| Equitable Holdings, Inc. | 0.02% | Reduce -14.4% | 7,313 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.5% | 7,291 | $1.4M |
| Hancock Whitney Corp. | 0.05% | No change | 7,240 | $1.4M |
| One Capital Management, LLC | 0.05% | Add +191.2% | 7,238 | $1.4M |
| Synovus Financial Corp. | 0.02% | Reduce -6.7% | 7,213 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +642.4% | 7,164 | $1.3M |
| MorganRosel Wealth Management, LLC | 0.47% | Reduce -15.7% | 7,074 | $1.3M |
| Baker Boyer National Bank | 0.46% | Add +14.6% | 7,074 | $1.3M |
| Avestar Capital, LLC | 0.15% | Reduce -38.7% | 7,071 | $1.3M |
| GFG Capital, LLC | 0.34% | Add +0.1% | 7,061 | $1.3M |
| Marshall Wace, LLP | 0.00% | Reduce -55.3% | 7,000 | $1.3M |
| ACT Advisors, LLC. | 0.72% | Reduce -7.7% | 6,964 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -65.1% | 6,806 | $1.3M |
| Smart Money Group LLC | 0.49% | Reduce -3.1% | 7,181 | $1.3M |
| McNaughton Wealth Management, LLC | 0.69% | Reduce -1.4% | 6,623 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +33.8% | 6,622 | $1.2M |
| Ascent Group, LLC | 0.11% | Reduce -0.3% | 6,580 | $1.2M |
| Lee Financial Co | 0.21% | Reduce -23.2% | 6,578 | $1.2M |
| First Trust Direct Indexing L.P. | 0.09% | New | 6,503 | $1.2M |
| Quent Capital, LLC | 0.14% | Reduce -6.9% | 6,499 | $1.2M |
| Nova R Wealth, Inc. | 0.63% | Reduce -20.1% | 6,490 | $1.2M |
| Clear Creek Financial Management, LLC | 0.15% | Add +24.8% | 6,395 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.11% | Reduce -5.2% | 6,367 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -67.7% | 6,359 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -19.9% | 6,317 | $1.2M |
| Oakwell Private Wealth Management, LLC | 0.36% | No change | 6,289 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -18.7% | 6,232 | $1.2M |
| Chapin Davis, Inc. | 0.42% | New | 6,200 | $1.2M |
| Center For Asset Management LLC | 0.94% | Reduce -7.8% | 6,162 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +38.4% | 8,239 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.30% | No change | 6,150 | $1.2M |
| Fortress Wealth Management, Inc. | 0.59% | Reduce -38.1% | 6,148 | $1.2M |
| PFG Advisors | 0.08% | Reduce -4.5% | 6,120 | $1.1M |
| Marcum Wealth, LLC | 0.12% | Reduce -8.6% | 6,116 | $1.1M |
| Centennial Wealth Advisory LLC | 0.53% | New | 6,115 | $1.1M |
| Sierra Capital LLC | 0.15% | New | 6,065 | $1.1M |
| Trek Financial, LLC | 0.09% | Add +5.0% | 6,032 | $1.1M |
| Sheaff Brock Investment Advisors, LLC | 0.09% | Add +0.5% | 6,020 | $1.1M |
| NTV Asset Management LLC | 0.17% | Reduce -5.3% | 6,015 | $1.1M |
| UMB Bank, n.a. | 0.02% | Add +1.0% | 5,971 | $1.1M |
| Tactive Advisors, LLC | 0.59% | New | 5,881 | $1.1M |
| Moneco Advisors, LLC | 0.17% | Add +30.0% | 5,876 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +0.5% | 5,854 | $1.1M |
| Magnolia Capital Advisors LLC | 0.92% | Reduce -13.4% | 6,318 | $1.1M |
| Dynasty Wealth Management, LLC | 0.03% | — | 5,709 | $1.1M |
| Marino, Stram & Associates LLC | 0.25% | Reduce -2.3% | 5,649 | $1.1M |
| Arax Advisory Partners | 0.11% | Reduce -9.9% | 5,636 | $1.1M |
| L.M. Kohn & Company | 0.29% | New | 5,452 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | New | 5,413 | $1.0M |
| Keystone Financial Group | 0.15% | Reduce -2.2% | 5,396 | $1.0M |
| Planned Solutions, Inc. | 0.49% | Add +0.0% | 5,352 | $1.0M |
| Focused Wealth Management, Inc | 0.16% | Reduce -2.4% | 5,308 | $994K |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.3% | 5,227 | $979K |
| Kathleen S. Wright Associates Inc. | 0.46% | Reduce -47.7% | 5,179 | $970K |
| HSBC Holdings PLC | 0.00% | Add +109.6% | 5,164 | $968K |
| Lodestone Wealth Management LLC | 0.50% | Add +4.5% | 5,095 | $955K |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -4.5% | 5,083 | $952K |
| Magnus Financial Group LLC | 0.11% | Add +27.7% | 5,069 | $950K |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +217.2% | 5,059 | $948K |
| First Citizens Financial Corp | 0.56% | Add +1.9% | 5,048 | $946K |
| Quadrature Capital Ltd | 0.02% | New | 4,900 | $918K |
| IAG Wealth Partners, LLC | 0.20% | Reduce -16.4% | 4,850 | $909K |
| ERn Financial, LLC | 0.16% | Reduce -1.5% | 4,845 | $908K |
| Waterloo Capital, L.P. | 0.11% | Add +42.8% | 4,693 | $879K |
| Verdence Capital Advisors LLC | 0.08% | Add +0.3% | 4,653 | $872K |
| First National Bank & Trust Co. of Newtown | 0.18% | Add +1.4% | 4,630 | $867K |
| Shore Point Advisors, LLC | 0.49% | Reduce -4.7% | 4,584 | $859K |
| Aspect Partners, LLC | 0.65% | Add +0.0% | 4,427 | $829K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -15.2% | 4,371 | $819K |
| Independent Financial Group, LLC | 0.04% | Add +22.3% | 4,342 | $813K |
| Baron Financial Group, LLC | 0.49% | Reduce -69.2% | 4,196 | $786K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.5% | 4,134 | $775K |
| Zacks Investment Management | 0.01% | Reduce -11.7% | 4,112 | $772K |
| John W. Brooker & Co., CPAs | 0.41% | Reduce -8.5% | 4,113 | $771K |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -1.3% | 4,316 | $769K |
| Ethos Financial Group, LLC | 0.14% | New | 4,020 | $753K |
| Silverlake Wealth Management LLC | 0.38% | Reduce -10.9% | 4,000 | $749K |
| Brookstone Capital Management | 0.01% | Reduce -0.9% | 3,991 | $748K |
| Tyler-Stone Wealth Management | 0.33% | Reduce -5.0% | 3,977 | $745K |
| Lansing Street Advisors | 0.33% | Reduce -28.3% | 3,974 | $745K |
| Busey Bank | 0.03% | Reduce -10.5% | 3,974 | $745K |
| Stokes Family Office, LLC | 0.09% | Reduce -0.7% | 3,961 | $742K |
| Modera Wealth Management, LLC | 0.01% | Add +3.8% | 3,960 | $742K |
| Archvest Wealth Advisors, Inc. | 0.52% | New | 3,934 | $738K |
| 9258 Wealth Management, LLC | 0.11% | No change | 3,890 | $729K |
| CGN Advisors LLC | 0.09% | Add +3.9% | 3,851 | $721K |
| FSM Wealth Advisors, LLC | 0.26% | Add +0.1% | 3,833 | $718K |
| Fulcrum Equity Management | 0.84% | Add +76.4% | 3,823 | $716K |
| Adaptive Financial Consulting, LLC | 0.32% | Reduce -4.7% | 3,819 | $716K |
| Creative Financial Designs Inc. | 0.07% | Add +6.1% | 3,805 | $713K |
| Strategic Blueprint, LLC | 0.05% | Reduce -14.7% | 3,794 | $711K |
| Mosley Wealth Management | 0.67% | Add +7.4% | 3,783 | $709K |
| BCGM Wealth Management, LLC | 0.25% | Reduce -1.3% | 3,767 | $706K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -2.7% | 3,746 | $702K |
| RFG Advisory, LLC | 0.02% | New | 3,734 | $700K |
| Natixis | 0.00% | Add +12.1% | 3,726 | $698K |
| MBE Wealth Management, LLC | 0.43% | No change | 3,707 | $695K |
| CreativeOne Wealth, LLC | 0.03% | Add +152.0% | 3,705 | $694K |
| Bernardo Wealth Planning LLC | 0.19% | Reduce -2.8% | 3,655 | $685K |
| Palumbo Wealth Management LLC | 0.31% | Reduce -6.0% | 3,650 | $684K |
| GSG Advisors LLC | 0.25% | Add +0.1% | 3,637 | $683K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.7% | 3,640 | $682K |
| Institute for Wealth Management, LLC. | 0.09% | No change | 3,633 | $681K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Add +1.3% | 3,629 | $680K |
| V2 Financial group LLC | 0.46% | Reduce -6.6% | 3,610 | $676K |
| Lanark Financial, Inc. | 0.06% | Add +19.5% | 3,581 | $671K |
| Strata Wealth Advisors, LLC | 0.24% | No change | 3,572 | $669K |
| Prostatis Group LLC | 0.25% | Reduce -84.3% | 3,557 | $666K |
| Ewa, LLC | 0.30% | Reduce -92.8% | 3,594 | $664K |
| Belpointe Asset Management LLC | 0.05% | Add +18.4% | 3,527 | $661K |
| Alliancebernstein L.P. | 0.00% | No change | 3,500 | $656K |
| Tranquilli Financial Advisor LLC | 0.44% | New | 3,484 | $653K |
| Stevard, LLC | 0.59% | Add +12.1% | 3,483 | $653K |
| Burt Wealth Advisors | 0.16% | Reduce -2.2% | 3,414 | $640K |
| CRA Financial Services, LLC | 0.14% | Reduce -2.2% | 3,397 | $636K |
| Talisman Wealth Advisors LLC | 0.79% | No change | 3,353 | $628K |
| Client 1ST Advisory Group, LLC | 0.28% | Reduce -7.2% | 3,300 | $618K |
| Dopkins Wealth Management, LLC | 0.37% | Add +7.3% | 3,261 | $611K |
| White Lighthouse Investment Management Inc. | 0.12% | Reduce -3.0% | 3,226 | $604K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -6.3% | 3,204 | $600K |
| Flagstar Securities, Inc. | 0.17% | Reduce -2.8% | 3,196 | $599K |
| Colonial River Investments, LLC | 0.34% | New | 3,182 | $596K |
| Gries Financial LLC | 0.10% | New | 3,175 | $595K |
| Old Mission Capital LLC | 0.01% | New | 3,093 | $579K |
| Teamwork Financial Advisors, LLC | 0.09% | Reduce -8.0% | 3,043 | $570K |
| Quantbot Technologies LP | 0.03% | New | 3,000 | $562K |
| Requisite Capital Management, LLC | 0.12% | New | 2,967 | $556K |
| OMNI 360 Wealth, Inc. | 0.46% | Reduce -0.7% | 2,943 | $551K |
| VestGen Investment Management | 0.17% | Reduce -7.0% | 2,943 | $551K |
| Liberty Wealth Management LLC | 0.11% | New | 2,920 | $547K |
| Oxinas Partners, LLC | 0.35% | Reduce -0.0% | 2,911 | $545K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -88.7% | 2,875 | $539K |
| First Heartland Consultants, Inc. | 0.06% | Add +11.1% | 2,874 | $538K |
| Investment Advisory Group, LLC | 0.22% | No change | 2,861 | $536K |
| Central Pacific Bank - Trust Division | 0.07% | — | 2,855 | $535K |
| Argent Trust Co | 0.02% | Reduce -2.9% | 2,833 | $531K |
| Blackston Financial Advisory Group, LLC | 0.35% | Reduce -31.3% | 2,829 | $530K |
| Dakota Wealth Management | 0.01% | Reduce -16.4% | 2,826 | $529K |
| Tyche Wealth Partners LLC | 0.13% | Reduce -10.5% | 2,744 | $514K |
| Private Trust Co. NA | 0.05% | No change | 2,703 | $506K |
| Amplius Wealth Advisors, LLC | 0.06% | No change | 2,690 | $504K |
| LongView Wealth Management | 0.20% | Add +3.9% | 2,675 | $501K |
| Money Concepts Capital Corp. | 0.05% | Add +44.1% | 2,675 | $501K |
| PGIM Custom Harvest LLC | 0.01% | New | 2,655 | $497K |
| Perennial Investment Advisors, LLC | 0.08% | Reduce -7.0% | 2,653 | $497K |
| New Millennium Group LLC | 0.37% | Add +17.0% | 2,631 | $493K |
| IHT Wealth Management, LLC | 0.02% | Reduce -4.7% | 2,602 | $488K |
| Regal Investment Advisors LLC | 0.03% | Add +8.9% | 2,567 | $481K |
| Financial Life Advisors | 0.20% | Reduce -8.6% | 2,551 | $478K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +52.3% | 2,545 | $477K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.0% | 2,528 | $474K |
| First Bank & Trust | 0.10% | New | 2,526 | $473K |
| MTM Investment Management, LLC | 0.20% | New | 2,523 | $473K |
| KKM Financial LLC | 0.23% | No change | 2,521 | $472K |
| LS Investment Advisors, LLC | 0.07% | Reduce -5.8% | 2,520 | $472K |
| Treynor Bancshares, Inc. | 0.27% | No change | 2,515 | $471K |
| First Foundation Advisors | 0.02% | No change | 2,513 | $471K |
| Global Retirement Partners, LLC | 0.02% | Add +17.7% | 2,477 | $464K |
| Hemington Wealth Management | 0.17% | No change | 2,456 | $461K |
| Spectrum Wealth Advisory Group, LLC | 0.52% | Reduce -0.1% | 2,434 | $456K |
| Retirement Group, LLC | 0.16% | Add +0.4% | 2,426 | $455K |
| Estate Counselors, LLC | 0.05% | No change | 2,400 | $450K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -31.5% | 2,389 | $448K |
| Empire Financial Management Company, LLC | 0.15% | Reduce -5.5% | 2,387 | $447K |
| Buck Wealth Strategies, LLC | 0.15% | New | 2,386 | $447K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,377 | $445K |
| Ergawealth Advisors, Inc. | 0.24% | Reduce -16.6% | 2,373 | $445K |
| Fifth Third Bancorp | 0.00% | Reduce -57.0% | 2,372 | $444K |
| Lincoln Capital Corp. | 0.19% | Reduce -0.9% | 2,354 | $441K |
| Arrowroot Family Office, LLC | 0.28% | Reduce -11.1% | 2,346 | $440K |
| Signal Advisors Wealth, LLC | 0.11% | Add +66.2% | 2,312 | $433K |
| Family Asset Management, LLC | 0.27% | Reduce -2.3% | 2,275 | $426K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -0.4% | 2,260 | $423K |
| Trexquant Investment LP | 0.01% | New | 2,255 | $422K |
| Dark Forest Capital Management LP | 0.07% | New | 2,252 | $422K |
| Good Life Advisors, LLC | 0.04% | Reduce -7.0% | 2,252 | $422K |
| Santori & Peters, Inc. | 0.18% | Reduce -4.2% | 2,242 | $420K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.9% | 2,240 | $420K |
| Idaho Trust Co | 0.40% | New | 2,202 | $413K |
| Fingerlakes Wealth Management, Inc. | 0.40% | Reduce -0.1% | 2,202 | $413K |
| LifeSteps Financial, Inc. | 0.31% | No change | 2,161 | $405K |
| Freedom Investment Management, Inc. | 0.03% | Add +36.0% | 2,151 | $403K |
| Prism Advisors, Inc. | 0.12% | No change | 2,147 | $402K |
| Mendel Money Management | 0.19% | Reduce -2.7% | 2,140 | $401K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 2,543 | $399K |
| Family Manage LLC | 0.07% | Reduce -28.9% | 2,129 | $399K |
| WealthShield Partners, LLC | 0.06% | Reduce -30.5% | 2,128 | $399K |
| GDS Wealth Management | 0.05% | Reduce -8.6% | 2,116 | $396K |
| WASHINGTON TRUST Co | 0.01% | No change | 2,114 | $396K |
| Vicus Capital | 0.04% | Reduce -7.4% | 2,113 | $396K |
| Opinicus Capital, Inc. | 0.35% | Add +8.5% | 2,097 | $393K |
| Americana Partners, LLC | 0.03% | Add +50.5% | 2,097 | $393K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +215.7% | 2,087 | $391K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.3% | 2,080 | $390K |
| Legacy Trust | 0.10% | No change | 2,060 | $386K |
| Allen Capital Group, LLC | 0.06% | No change | 2,048 | $384K |
| Brown Miller Wealth Management, LLC | 0.17% | No change | 2,038 | $382K |
| Aspire Private Capital, LLC | 0.10% | Add +27.3% | 2,037 | $382K |
| Waldron Private Wealth LLC | 0.02% | New | 2,030 | $380K |
| Atlas Brown,Inc. | 0.14% | No change | 2,004 | $375K |
| National Bank of Canada | 0.00% | No change | 2,025 | $374K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,974 | $370K |
| Northern Trust Corp. | 0.00% | Reduce -24.7% | 1,974 | $370K |
| Delta Wealth Advisors LLC | 0.38% | — | 1,968 | $369K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +24.3% | 1,967 | $369K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.4% | 1,935 | $362K |
| Secure Asset Management, LLC | 0.09% | New | 1,928 | $361K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -23.6% | 1,926 | $361K |
| Centric Wealth Management | 0.11% | Add +0.1% | 2,024 | $358K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -8.9% | 1,910 | $358K |
| HBW Advisory Services LLC | 0.07% | No change | 2,279 | $357K |
| Composition Wealth, LLC | 0.01% | Add +0.1% | 1,868 | $350K |
| Jacobi Capital Management LLC | 0.03% | No change | 1,865 | $349K |
| Berkshire Money Management, Inc. | 0.04% | New | 1,860 | $348K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 1,850 | $347K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 1,845 | $346K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -25.2% | 1,840 | $345K |
| Edge Capital Group, LLC | 0.02% | No change | 1,835 | $344K |
| Integrity Wealth Solutions LLC | 0.22% | Add +0.1% | 1,796 | $336K |
| Members Advisory Group LLC | 0.19% | Reduce -0.1% | 1,795 | $336K |
| Bowman & Co S.C. | 0.20% | Reduce -1.3% | 1,794 | $336K |
| Almanack Investment Partners, LLC. | 0.06% | No change | 1,788 | $335K |
| WealthBridge Capital Management, LLC | 0.11% | Reduce -10.8% | 1,775 | $333K |
| Fisher Asset Management | 0.00% | New | 1,758 | $329K |
| QRG Capital Management, Inc. | 0.00% | New | 1,755 | $329K |
| ProVise Management Group, LLC | 0.03% | Reduce -15.2% | 1,732 | $325K |
| Tennessee Valley Asset Management Partners | 0.08% | Reduce -92.2% | 1,727 | $324K |
| Pinnacle Associates Ltd. | 0.01% | Add +8.3% | 1,692 | $317K |
| WBH Advisory Inc. | 0.03% | Reduce -3.0% | 1,685 | $316K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -5.4% | 1,682 | $315K |
| Wedbush Securities Inc. | 0.01% | Add +13.9% | 1,652 | $310K |
| Meitav Investment House Ltd. | 0.01% | No change | 1,652 | $310K |
| Fortune Financial Advisors, LLC | 0.20% | Add +0.1% | 1,649 | $309K |
| Lion Street Advisors, LLC | 0.13% | No change | 1,959 | $307K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +5.0% | 1,640 | $307K |
| Morling Financial Advisors, LLC | 0.18% | New | 1,639 | $307K |
| Householder Group Estate & Retirement Specialist, LLC | 0.09% | Add +10.8% | 1,635 | $306K |
| Arkadios Wealth Advisors | 0.02% | Add +8.0% | 1,627 | $305K |
| Destiny Wealth Partners, LLC | 0.05% | Reduce -41.1% | 1,604 | $301K |
| MinichMacGregor Wealth Management, LLC | 0.08% | New | 1,602 | $300K |
| Arcadia Wealth Management, LLC | 0.18% | Reduce -0.3% | 1,603 | $300K |
| Collaborative Wealth Managment Inc. | 0.15% | Reduce -4.1% | 1,600 | $300K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 1,600 | $300K |
| Edgestream Partners, L.P. | 0.01% | New | 1,584 | $297K |
| GTS Securities LLC | 0.01% | Reduce -41.1% | 1,573 | $295K |
| Connecticut Wealth Management, LLC | 0.02% | New | 1,568 | $294K |
| Summit X, LLC | 0.07% | Reduce -3.9% | 1,544 | $289K |
| Sugarloaf Wealth Management, LLC | 0.06% | No change | 1,542 | $289K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +5.7% | 1,520 | $285K |
| Traction Financial Partners, LLC | 0.22% | Reduce -25.2% | 1,539 | $284K |
| Owen LaRue, LLC | 0.18% | No change | 1,516 | $284K |
| Quantinno Capital Management LP | 0.01% | Add +15.9% | 1,509 | $283K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,502 | $282K |
| Rede Wealth, LLC | 0.12% | Reduce -4.0% | 1,494 | $280K |
| Kingdom Financial Group LLC. | 0.20% | New | 1,490 | $279K |
| Newman Dignan & Sheerar, Inc. | 0.07% | No change | 1,489 | $279K |
| ONE Advisory Partners, LLC | 0.13% | Reduce -73.0% | 1,459 | $273K |
| Lunt Capital Management, Inc. | 0.14% | Reduce -2.1% | 1,457 | $273K |
| Advisory Alpha, LLC | 0.01% | No change | 1,451 | $272K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.8% | 1,447 | $271K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -0.4% | 1,443 | $270K |
| TD Capital Management LLC | 0.03% | Add +0.1% | 1,440 | $270K |
| Colton Groome Financial Advisors, LLC | 0.11% | New | 1,438 | $269K |
| USAdvisors Wealth Management, LLC | 0.10% | No change | 1,431 | $268K |
| Successful Portfolios LLC | 0.18% | Add +0.1% | 1,414 | $265K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.1% | 1,411 | $264K |
| Axxcess Wealth Management, LLC | 0.01% | New | 1,410 | $264K |
| Parsons Capital Management Inc. | 0.02% | No change | 1,403 | $263K |
| Elevated Capital Advisors, LLC | 0.07% | Reduce -92.5% | 1,393 | $261K |
| Cooper Financial Group | 0.04% | Reduce -29.4% | 1,392 | $261K |
| Financial Gravity Asset Management, Inc. | 0.07% | Reduce -98.0% | 1,661 | $261K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.4% | 1,375 | $258K |
| Vista Investment Management | 0.10% | Reduce -7.3% | 1,367 | $256K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +0.1% | 1,424 | $256K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 1,356 | $254K |
| StoneX Group Inc. | 0.02% | Reduce -17.8% | 1,349 | $253K |
| Orion Capital Management LLC | 0.13% | Reduce -42.3% | 1,348 | $253K |
| Beacon Financial Advisory LLC | 0.12% | Reduce -17.9% | 1,347 | $252K |
| Bank of Montreal | 0.00% | Add +35.7% | 1,342 | $252K |
| Sollinda Capital Management LLC | 0.08% | Reduce -16.2% | 1,333 | $250K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 1,325 | $248K |
| Cassady Schiller Wealth Management, LLC | 0.11% | No change | 1,319 | $247K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -14.5% | 1,317 | $247K |
| Larson Financial Group LLC | 0.02% | Add +1.8% | 1,311 | $246K |
| Greenleaf Trust | 0.00% | No change | 1,308 | $245K |
| Darwin Wealth Management, LLC | 0.07% | Reduce -28.0% | 1,308 | $245K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -1.5% | 1,302 | $244K |
| TCI Wealth Advisors, Inc. | 0.02% | New | 1,291 | $242K |
| Hill Island Financial LLC | 0.08% | Reduce -7.9% | 1,276 | $239K |
| Intelligence Driven Advisers, LLC | 0.04% | Reduce -56.8% | 1,275 | $239K |
| Sculati Wealth Management, LLC | 0.10% | Reduce -0.9% | 1,270 | $238K |
| TNF LLC | 0.09% | Reduce -1.1% | 1,334 | $238K |
| &partners | 0.03% | New | 1,261 | $236K |
| Mezzasalma Advisors, LLC | 0.11% | Reduce -27.4% | 1,257 | $235K |
| Inscription Capital, LLC | 0.04% | New | 1,250 | $234K |
| American Capital Advisory, LLC | 0.20% | Add +369.6% | 1,681 | $234K |
| Eq LLC | 0.14% | New | 1,245 | $233K |
| Tranquility Partners, LLC | 0.09% | New | 1,244 | $233K |
| Horst & Graben Wealth Management LLC | 0.05% | New | 1,223 | $229K |
| Cadence Bank | 0.02% | New | 1,221 | $229K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -16.7% | 1,216 | $228K |
| Kelly Financial Services LLC | 0.09% | Add +645.7% | 1,208 | $226K |
| Clearstead Advisors, LLC | 0.01% | No change | 1,229 | $226K |
| Faithward Advisors, LLC | 0.04% | Add +9.3% | 1,204 | $226K |
| 4J Wealth Management LLC | 0.19% | Reduce -22.5% | 1,203 | $225K |
| World Equity Group, Inc. | 0.05% | New | 1,192 | $223K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 1,190 | $223K |
| Rappaport Reiches Capital Management, LLC | 0.07% | New | 1,179 | $221K |
| Glassman Wealth Services | 0.04% | No change | 1,169 | $219K |
| Bessemer Group Inc. | 0.00% | No change | 1,166 | $219K |
| JBR Co Financial Management Inc | 0.17% | New | 1,158 | $217K |
| Royal Harbor Partners, LLC | 0.09% | New | 1,146 | $215K |
| Two Sigma Securities, LLC | 0.01% | Reduce -75.3% | 1,124 | $211K |
| Nwam LLC | 0.02% | New | 1,138 | $209K |
| Maripau Wealth Management LLC | 0.16% | New | 1,112 | $208K |
| Summit Investment Advisory Services, LLC | 0.12% | New | 1,107 | $207K |
| Bordeaux Wealth Advisors LLC | 0.07% | New | 1,103 | $207K |
| NCM Capital Management, LLC | 0.12% | New | 1,100 | $206K |
| Pathstone Holdings, LLC | 0.00% | New | 1,099 | $206K |
| New Hampshire Trust | 0.05% | New | 1,095 | $205K |
| Financial Counselors Inc. | 0.00% | New | 1,095 | $205K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 1,088 | $204K |
| Del-Sette Capital Management, LLC | 0.17% | New | 1,073 | $201K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.1% | 967 | $181K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +137.4% | 959 | $180K |
| Key Financial Inc | 0.05% | No change | 950 | $178K |
| Janiczek Wealth Management, LLC | 0.04% | No change | 932 | $175K |
| Quadrant Capital Group LLC | 0.01% | Add +52.0% | 921 | $173K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 908 | $170K |
| Colonial Trust Co / SC | 0.03% | No change | 897 | $168K |
| Stephens Consulting, LLC | 0.05% | Reduce -7.7% | 894 | $167K |
| Credential Qtrade Securities Inc. | 0.01% | New | 885 | $166K |
| WR Wealth Planners, LLC | 0.05% | New | 869 | $163K |
| Citizens National Bank Trust Department | 0.04% | No change | 869 | $163K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -10.4% | 855 | $160K |
| First PREMIER Bank | 0.04% | No change | 834 | $156K |
| Spirit of America Management Corp. | 0.03% | New | 832 | $153K |
| Brown Brothers Harriman & Co. | 0.00% | Add +372.4% | 803 | $150K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 800 | $150K |
| Salomon & Ludwin, LLC | 0.01% | No change | 739 | $138K |
| Integrity Financial Corp | 0.09% | No change | 699 | $131K |
| Smithfield Trust Co | 0.01% | No change | 685 | $130K |
| Indiana Trust & Investment Management Co | 0.05% | New | 681 | $128K |
| CIBC Private Wealth Group LLC | 0.00% | New | 640 | $120K |
| Wellington Shields Capital Management, LLC | 0.02% | New | 630 | $118K |
| Founders Financial Alliance, LLC | 0.03% | Add +28.3% | 580 | $109K |
| Bogart Wealth, LLC | 0.01% | Add +13.9% | 532 | $100K |
| CENTRAL TRUST Co | 0.00% | No change | 518 | $97K |
| Hilltop National Bank | 0.03% | — | 512 | $96K |
| CoreCap Advisors, LLC | 0.01% | New | 504 | $94K |
| Richardson Financial Services Inc. | 0.06% | Add +29.1% | 462 | $87K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 437 | $82K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -5.3% | 415 | $78K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 474 | $74K |
| Trust Co. of Vermont | 0.00% | No change | 361 | $68K |
| Mather Group, Llc. | 0.00% | New | 425 | $67K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 352 | $66K |
| Continuum Advisory, LLC | 0.01% | Reduce -84.2% | 356 | $66K |
| Westside Investment Management, Inc. | 0.02% | No change | 346 | $65K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 344 | $64K |
| Hexagon Capital Partners LLC | 0.01% | No change | 340 | $64K |
| Pittenger & Anderson Inc. | 0.00% | No change | 338 | $63K |
| Barclays PLC | 0.00% | No change | 337 | $63K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 302 | $57K |
| Bangor Savings Bank | 0.01% | No change | 300 | $56K |
| Studio Investment Management LLC | 0.01% | New | 285 | $53K |
| Pineridge Advisors LLC | 0.02% | New | 274 | $51K |
| Y.D. More Investments Ltd | 0.01% | No change | 273 | $51K |
| Islay Capital Management, LLC | 0.03% | Add +1630.8% | 225 | $42K |
| Wellington Shields & Co., LLC | 0.01% | New | 222 | $42K |
| Element Wealth, LLC | 0.02% | No change | 201 | $38K |
| NBT Bank, N.A. | 0.00% | No change | 199 | $37K |
| Family Capital Trust Co | 0.01% | New | 183 | $34K |
| NorthRock Partners, LLC | 0.00% | Add +240.0% | 170 | $32K |
| Northwest Capital Management Inc | 0.01% | No change | 168 | $31K |
| Aspire Wealth Management Corp | 0.02% | No change | 161 | $30K |
| GAMMA Investing LLC | 0.01% | New | 157 | $29K |
| Castleview Partners, LLC | 0.02% | Add +7.6% | 156 | $29K |
| Woodmont Investment Counsel LLC | 0.00% | New | 150 | $28K |
| Scarborough Advisors, LLC | 0.01% | Reduce -0.7% | 146 | $27K |
| First Personal Financial Services | 0.01% | New | 146 | $27K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -25.8% | 144 | $27K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 138 | $26K |
| Abound Wealth Management | 0.01% | No change | 137 | $26K |
| Arlington Trust Co LLC | 0.01% | No change | 131 | $25K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -52.0% | 129 | $24K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 126 | $24K |
| Realta Investment Advisors | 0.00% | New | 125 | $23K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -61.3% | 125 | $23K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 117 | $22K |
| Crewe Advisors LLC | 0.00% | No change | 115 | $22K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -5.9% | 112 | $21K |
| FSC Wealth Advisors, LLC | 0.01% | Reduce -24.6% | 107 | $20K |
| AllSquare Wealth Management LLC | 0.01% | No change | 104 | $19K |
| LGT Financial Advisors LLC | 0.02% | No change | 101 | $19K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 87 | $16K |
| Clear Investment Research, LLC | 0.02% | No change | 87 | $16K |
| EPG Wealth Management LLC | 0.00% | Add +13.0% | 87 | $16K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 82 | $15K |
| Register Financial Advisors LLC | 0.01% | No change | 80 | $15K |
| Concord Wealth Partners | 0.00% | Reduce -82.1% | 66 | $12K |
| Sage Mountain Advisors LLC | 0.00% | Add +266.7% | 66 | $12K |
| Gradient Investments LLC | 0.00% | Reduce -1.6% | 63 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -48.0% | 66 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 60 | $11K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 60 | $11K |
| CGC Financial Services, LLC | 0.01% | Reduce -18.9% | 60 | $11K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -59.6% | 57 | $11K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 57 | $10K |
| Venturi Wealth Management, LLC | 0.00% | No change | 53 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 52 | $10K |
| Sandy Spring Bank | 0.00% | New | 46 | $9K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 45 | $8K |
| City State Bank | 0.00% | New | 44 | $8K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 42 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 41 | $7K |
| St Germain D J Co. Inc. | 0.00% | No change | 35 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 26 | $5K |
| Archer Investment Corp | 0.00% | No change | 25 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 25 | $5K |
| Vima LLC | 0.00% | Add +1561.3% | 1,030 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 21 | $4K |
| Fernwood Investment Management, LLC | 0.00% | New | 20 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 19 | $4K |
| Tsfg, LLC | 0.00% | No change | 14 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 16 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -6.3% | 15 | $3K |
| Private Capital Management LLC | 0.00% | New | 14 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 14 | $3K |
| First Manhattan Co. Llc. | 0.00% | Reduce -88.1% | 12 | $2K |
| Sittner & Nelson, LLC | 0.00% | New | 10 | $2K |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $2K |
| Toronto Dominion Bank | 0.00% | New | 10 | $2K |
| Signaturefd, LLC | 0.00% | Add +233.3% | 10 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -80.0% | 9 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 9 | $2K |
| North Star Investment Management Corp. | 0.00% | No change | 6 | $1K |
| VitalStone Financial, LLC | 0.00% | No change | 7 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 3 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 4 | $749 |
| Ancora Advisors LLC | 0.00% | Reduce -73.3% | 4 | $749 |
| ICA Group Wealth Management, LLC | 0.00% | No change | 3 | $565 |
| Tidemark, LLC | 0.00% | No change | 3 | $562 |
| Creekmur Asset Management LLC | 0.00% | Reduce -66.7% | 1 | $126 |
"% of holder's portfolio" is MTUM's weight in each manager's 13F, not the share of iShares MSCI USA Momentum Fa the manager owns.